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 202398
GOLDMAN SACHS GROUP INC 4240.01%0.02%0.05%Q1 2012Q3 202346
MONETA GROUP INVESTMENT ADVISORS LLC 45450.51%4.10%7.84%Q3 2012Q3 202345
CPWM, LLC 44440.07%0.18%0.89%Q4 2011Q3 202244
Tortoise Investment Management, LLC 44440.16%1.02%2.01%Q4 2012Q3 202344
Capital Analysts, LLC 44440.07%0.61%1.46%Q4 2012Q3 202344
NATIXIS ADVISORS, L.P. 42420.02%0.47%0.99%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.05%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.33%1.59%3.90%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.01%0.02%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.02%0.12%0.24%Q2 2013Q3 202342
West Coast Financial LLC 42420.06%0.46%2.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.04%0.21%0.52%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.07%0.25%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.06%0.18%Q2 2013Q3 202342
BANK OF STOCKTON 42420.15%1.93%5.10%Q2 2013Q3 202342
Creative Planning 42420.03%1.04%2.05%Q2 2013Q3 202342
FCA CORP /TX 42421.25%1.46%1.80%Q2 2013Q3 202342
Modera Wealth Management, LLC 42420.50%3.35%5.68%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.20%1.53%2.68%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42421.94%2.39%2.84%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42420.76%0.94%1.24%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.01%0.07%0.26%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.02%0.08%0.32%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.21%0.41%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.38%3.40%7.18%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.52%1.36%2.61%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.06%0.32%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.35%1.43%3.26%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.05%0.57%1.81%Q2 2013Q3 202342
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 42420.13%2.92%9.81%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.54%1.87%Q2 2013Q3 202342
GFS Advisors, LLC 42420.01%0.31%0.62%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.35%1.07%1.92%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.11%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.02%0.07%Q2 2013Q3 202342
FMR LLC 42420.00%0.04%0.10%Q2 2013Q3 202342
BANK OF HAWAII 42420.06%0.25%0.45%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.09%0.19%0.47%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.04%0.39%1.27%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.04%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.03%0.04%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.01%0.02%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.11%0.44%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.02%0.46%1.55%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.01%0.04%0.14%Q4 2012Q1 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.04%0.11%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.11%0.18%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.26%0.45%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.07%0.15%Q2 2013Q3 202342
WHITTIER TRUST CO 3830.00%0.00%0.02%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41410.00%0.24%2.98%Q3 2013Q3 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28130.05%0.21%0.39%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.25%3.25%7.06%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.01%0.02%0.07%Q2 2013Q3 202341
BOKF, NA 3290.02%0.17%0.36%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.02%0.05%0.14%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.02%0.09%0.21%Q3 2013Q3 202341
STATE STREET CORP 3030.00%0.00%0.01%Q2 2013Q3 202340
Shoker Investment Counsel, Inc. 40400.40%2.39%3.14%Q4 2013Q3 202340
Baker Avenue Asset Management, LP 3550.03%1.41%3.69%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.03%0.07%Q4 2013Q3 202340
Cetera Advisor Networks LLC 40400.01%0.21%0.38%Q4 2013Q3 202340
COLONY GROUP LLC 40400.04%0.37%1.86%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.31%1.07%2.81%Q4 2013Q3 202340
M&T BANK CORP 25150.01%0.16%0.74%Q3 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.11%0.31%0.48%Q4 2013Q3 202340
ALESCO ADVISORS LLC 40400.02%0.30%0.52%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.03%0.06%Q4 2013Q3 202340
RMB Capital Management, LLC 39390.01%0.02%0.14%Q1 2014Q3 202339
Mariner, LLC 39390.02%0.08%0.34%Q1 2014Q3 202339
EARNEST PARTNERS LLC 24150.00%0.00%0.03%Q2 2013Q3 202339
PEAPACK GLADSTONE FINANCIAL CORP 39390.01%0.02%0.04%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.11%0.24%0.40%Q2 2013Q3 202339
FDx Advisors, Inc. 3270.01%0.11%0.54%Q4 2013Q3 202339
CHOREO, LLC 39390.76%2.05%3.94%Q1 2014Q3 202339
One Capital Management, LLC 39390.32%2.17%3.48%Q1 2014Q3 202339
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.04%0.07%0.18%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.04%0.07%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.01%0.03%0.09%Q1 2014Q3 202339
CIBC WORLD MARKET INC. 3630.00%0.02%0.04%Q4 2013Q3 202339
Avior Wealth Management, LLC 39390.20%0.56%2.03%Q1 2014Q3 202339
Cutler Group LLC / CA 810.00%0.01%0.20%Q4 2015Q3 202338
DOWLING & YAHNKE LLC 38380.04%0.20%0.88%Q2 2013Q3 202238
Capital Directions Investment Advisors, LLC 3170.20%1.32%3.86%Q2 2013Q4 202238
WELLINGTON MANAGEMENT GROUP LLP 3260.00%0.00%0.01%Q1 2014Q3 202338
CAHILL FINANCIAL ADVISORS INC 38380.23%0.70%0.91%Q2 2014Q3 202338
Advisory Services Network, LLC 2730.05%0.13%0.35%Q4 2013Q3 202338
Gradient Investments LLC 17100.00%0.22%1.42%Q2 2013Q3 202338
Manchester Capital Management LLC 37370.02%0.09%0.17%Q2 2013Q2 202237
REGENTATLANTIC CAPITAL LLC 20170.02%0.13%0.26%Q2 2013Q3 202237
Plancorp, LLC 3111.24%6.39%18.32%Q4 2013Q3 202337
Ballentine Partners, LLC 3610.03%0.81%1.62%Q3 2013Q3 202337
BALASA DINVERNO & FOLTZ LLC 37370.04%0.21%2.52%Q3 2013Q3 202237
Allworth Financial LP 37370.02%0.46%1.98%Q3 2014Q3 202337
Gemmer Asset Management LLC 3240.00%0.04%0.12%Q2 2014Q3 202336
Sigma Planning Corp 36360.02%0.12%0.30%Q4 2014Q3 202336
Glassman Wealth Services 36360.01%0.03%0.06%Q4 2014Q3 202336
PITTENGER & ANDERSON INC 36360.00%0.56%1.40%Q4 2014Q3 202336
MAI Capital Management 36360.08%0.30%0.45%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.00%0.01%0.06%Q4 2014Q3 202336
COMERICA BANK 1810.00%0.01%0.10%Q2 2013Q3 202336
D.A. DAVIDSON & CO. 2410.00%0.02%0.06%Q2 2014Q3 202336
Rehmann Capital Advisory Group 1810.00%0.22%0.50%Q3 2010Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.06%1.77%3.18%Q4 2014Q3 202336
Wealth Architects, LLC 36361.60%3.41%4.83%Q4 2014Q3 202336
UBS Group AG 36360.01%0.03%0.04%Q4 2014Q3 202336
Sandy Spring Bank 36360.00%0.00%0.02%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.07%0.26%0.93%Q4 2014Q3 202336
Family Firm, Inc. 36360.31%0.42%0.50%Q4 2014Q3 202336
CUMBERLAND ADVISORS INC 2220.09%1.71%5.81%Q3 2013Q3 202336
Savant Capital, LLC 36360.12%0.58%1.45%Q4 2014Q3 202336
ROPES WEALTH ADVISORS LLC 35350.03%0.19%1.74%Q1 2015Q3 202335
THRIVENT FINANCIAL FOR LUTHERANS 20110.00%0.00%0.01%Q3 2014Q2 202235
Plante Moran Financial Advisors, LLC 3230.00%0.01%0.03%Q2 2014Q3 202335
NOTTINGHAM ADVISORS, INC. 35350.08%0.41%1.32%Q1 2015Q3 202335
NWAM LLC 1930.01%0.09%0.22%Q1 2014Q2 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.14%0.31%0.50%Q4 2014Q3 202335
HighTower Advisors, LLC 35350.00%0.07%0.11%Q1 2015Q3 202335
Cetera Advisors LLC 3210.01%0.03%0.06%Q1 2014Q3 202335
AllSquare Wealth Management LLC 25100.12%0.22%0.28%Q4 2014Q3 202335
QUADRANT CAPITAL GROUP LLC 34340.24%1.22%2.26%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.02%0.06%0.16%Q2 2015Q3 202334
ELM ADVISORS, LLC 34340.71%1.06%1.68%Q4 2013Q1 202234
BESSEMER GROUP INC 2440.00%0.14%1.23%Q2 2013Q3 202334
Hefren-Tillotson, Inc. 34340.04%1.09%2.20%Q4 2013Q1 202234
Waverly Advisors, LLC 34340.19%0.71%1.32%Q2 2015Q3 202334
Courage Miller Partners, LLC 3220.15%0.18%0.22%Q1 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.43%2.13%4.29%Q2 2015Q3 202334
Ancora Advisors LLC 34340.01%0.02%0.04%Q2 2015Q3 202334
J.P. Morgan Private Wealth Advisors LLC 2910.00%0.02%0.08%Q1 2014Q3 202333
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.00%Q1 2012Q3 202333
BARCLAYS PLC 1030.00%0.01%0.02%Q2 2013Q3 202333
Citadel Advisors 1210.00%0.00%0.01%Q2 2015Q3 202333
CENTRAL BANK & TRUST CO 33330.00%0.96%3.06%Q3 2015Q3 202333
Paradigm Financial Advisors, LLC 32320.23%1.26%2.05%Q1 2014Q4 202132
FAS Wealth Partners, Inc. 32320.00%1.01%2.68%Q4 2015Q3 202332
Argent Trust Co 32320.04%0.42%1.64%Q4 2015Q3 202332
FIRST INTERSTATE BANK 22100.03%0.06%0.10%Q3 2015Q3 202332
ASPIRIANT, LLC 20120.03%0.14%0.29%Q2 2013Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.09%0.31%0.63%Q4 2015Q3 202332
St. Louis Trust Co 32320.10%0.25%0.44%Q4 2015Q3 202332
Cetera Investment Advisers 32320.05%0.36%1.11%Q4 2015Q3 202332
UMB Bank, n.a. 32320.07%0.42%0.70%Q4 2015Q3 202332
1832 Asset Management L.P. 1610.01%0.11%0.20%Q1 2014Q3 202332
Corrigan Financial, Inc. 32320.72%1.68%2.64%Q4 2015Q3 202332
Merriman Wealth Management, LLC 2610.10%1.22%6.98%Q3 2013Q3 202332
Alpha Omega Wealth Management LLC 32320.06%0.10%0.15%Q4 2015Q3 202332
CENTRAL TRUST Co 2610.00%0.00%0.01%Q1 2014Q2 202332
PRUDENTIAL PLC 3010.00%0.00%0.02%Q3 2015Q3 202331
Glenview Trust Co 2810.03%0.13%0.24%Q4 2013Q3 202331
Geneos Wealth Management Inc. 31310.01%0.13%0.28%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.00%0.10%0.18%Q4 2014Q2 202231
GREAT LAKES ADVISORS, LLC 31310.06%0.73%1.59%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.05%Q4 2015Q3 202331
FIRST CITIZENS BANK & TRUST CO 31310.11%0.27%0.62%Q1 2016Q3 202331
CWM, LLC 1910.00%0.01%0.24%Q3 2013Q3 202331
Asset Dedication, LLC 2650.06%0.29%0.60%Q4 2015Q3 202331
Coyle Financial Counsel LLC 2420.46%1.15%1.60%Q3 2015Q3 202331
SIGNATUREFD, LLC 2410.00%0.01%0.03%Q2 2014Q3 202331
Dakota Wealth Management 31310.03%0.36%0.74%Q4 2014Q2 202231
Sequoia Financial Advisors, LLC 30300.01%0.13%0.30%Q2 2016Q3 202330
HANCOCK WHITNEY CORP 2710.02%0.11%0.36%Q1 2015Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.00%0.00%0.00%Q2 2016Q3 202330
WRAPMANAGER INC 17130.07%0.15%0.22%Q4 2015Q3 202330
Perigon Wealth Management, LLC 1610.00%0.06%0.25%Q3 2011Q3 202330
Janney Montgomery Scott LLC 2910.01%0.03%0.09%Q4 2014Q3 202330
Edmonds Duncan Registered Investment Advisors, LLC 30301.35%2.42%3.35%Q4 2015Q1 202330
Wealthcare Advisory Partners LLC 30300.61%1.09%2.04%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.12%0.19%0.25%Q2 2013Q3 202030
Transamerica Financial Advisors, Inc. 2310.00%0.02%0.10%Q2 2013Q3 202330
HALBERT HARGROVE GLOBAL ADVISORS, LLC 15150.06%3.75%13.80%Q2 2013Q3 202330
OPPENHEIMER & CO INC 2910.01%0.03%0.05%Q2 2013Q3 202330
Ausdal Financial Partners, Inc. 29290.04%0.25%0.62%Q4 2015Q4 202229
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.22%Q1 2016Q3 202329
People's United Financial, Inc. 2090.00%0.22%0.65%Q2 2014Q1 202229
CREDIT SUISSE AG/ 1410.00%0.00%0.01%Q1 2013Q3 202329
FCG ADVISORS, LLC 2540.06%0.45%1.09%Q2 2013Q3 202029
First Allied Advisory Services, Inc. 29290.02%0.07%0.10%Q3 2013Q3 202029
Blue Edge Capital, LLC 29291.10%1.89%3.37%Q4 2013Q4 202029
Pure Financial Advisors, LLC 2270.39%1.14%1.89%Q1 2016Q4 202329
Carroll Financial Associates, Inc. 29290.00%0.00%0.00%Q4 2014Q4 202129
DEUTSCHE BANK AG\ 2360.00%0.00%0.00%Q3 2013Q3 202329
Atria Investments, Inc 1310.02%0.15%0.35%Q2 2013Q3 202229
Copper Rock Capital Partners, LLC 1450.07%0.82%4.56%Q2 2013Q3 202028
LINCOLN NATIONAL CORP 28280.00%0.03%0.23%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.02%0.04%Q1 2016Q4 202228
Nicholas Hoffman & Company, LLC. 28280.10%0.50%1.25%Q4 2016Q3 202328
HBK Sorce Advisory LLC 2440.01%0.05%0.13%Q2 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.00%0.08%0.20%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.01%0.14%0.67%Q4 2016Q3 202328
Advisory Alpha, LLC 28280.00%0.24%0.72%Q4 2013Q3 202028
Stratford Consulting, LLC 28283.47%6.43%7.99%Q2 2013Q1 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.26%0.93%Q4 2016Q3 202328
Kavar Capital Partners, LLC 28280.12%0.34%0.69%Q4 2013Q3 202028
Parallel Advisors, LLC 28280.01%0.12%0.43%Q4 2016Q3 202328
MACKENZIE FINANCIAL CORP 1510.00%0.06%0.24%Q2 2015Q1 202327
REGIONS FINANCIAL CORP 1740.00%0.01%0.04%Q3 2013Q3 202327
RWA WEALTH PARTNERS, LLC 27270.02%0.46%1.43%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.17%0.45%Q2 2013Q4 201927
Heritage Trust Co 27270.78%1.69%3.12%Q1 2017Q3 202327
Syntal Capital Partners, LLC 27270.10%2.71%6.43%Q1 2014Q3 202027
Global Retirement Partners, LLC 2070.09%0.23%0.72%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.32%0.47%0.62%Q2 2015Q4 202127
PANAGORA ASSET MANAGEMENT INC 2240.00%0.01%0.02%Q2 2013Q4 201926
DAVENPORT & Co LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15110.01%0.37%0.82%Q4 2013Q4 202026
JNBA Financial Advisors 2510.00%0.01%0.11%Q3 2016Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 910.00%0.23%0.96%Q4 2013Q4 202326
AXA S.A. 26260.02%0.03%0.04%Q2 2013Q3 201926
IHT Wealth Management, LLC 2060.00%0.13%0.31%Q4 2016Q3 202326
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 26260.08%0.17%0.21%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.01%0.24%1.08%Q2 2013Q3 201926
ALPS ADVISORS INC 1880.04%0.15%0.24%Q2 2013Q4 202226
BB&T SECURITIES, LLC 26260.01%0.06%0.11%Q2 2013Q3 201926
Paracle Advisors, LLC 26260.18%0.42%0.86%Q4 2014Q1 202126
Steward Partners Investment Advisory, LLC 1880.00%0.03%0.09%Q4 2016Q3 202326
KINGS POINT CAPITAL MANAGEMENT 2110.00%0.01%0.02%Q4 2013Q1 202226
JOHNSON INVESTMENT COUNSEL INC 26260.01%0.02%0.03%Q2 2017Q3 202326
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 26260.08%0.60%1.20%Q2 2013Q3 201926
MEEDER ASSET MANAGEMENT INC 26260.06%0.15%0.55%Q2 2017Q3 202326
Montecito Bank & Trust 26260.04%0.76%2.80%Q3 2015Q4 202126
MML INVESTORS SERVICES, LLC 26260.05%0.25%0.79%Q2 2017Q3 202326
Valeo Financial Advisors, LLC 25250.00%0.05%0.38%Q3 2017Q3 202325
NEXT Financial Group, Inc 1020.00%0.02%0.08%Q3 2014Q4 202125
Community Bank, N.A. 25250.00%0.05%0.29%Q1 2015Q1 202125
Lourd Capital, LLC 25250.05%0.12%0.27%Q2 2013Q2 201925
TIAA, FSB 25250.91%3.25%4.51%Q2 2017Q2 202325
BRYN MAWR TRUST Co 25251.01%1.76%2.85%Q3 2017Q3 202325
Parkside Advisors LLC 25251.43%1.70%1.98%Q4 2013Q4 201925
FIRST FINANCIAL CORP /IN/ 1690.00%0.09%0.29%Q2 2013Q1 202225
WASHINGTON TRUST BANK 1610.00%1.88%9.73%Q1 2016Q3 202325
Keel Point, LLC 25250.46%3.30%13.08%Q3 2017Q3 202325
Tufton Capital Management 25250.06%0.07%0.08%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.01%0.12%0.36%Q3 2017Q3 202325
SEGALL BRYANT & HAMILL, LLC 1960.00%0.01%0.01%Q1 2017Q2 202325
HENGEHOLD CAPITAL MANAGEMENT LLC 25250.17%0.44%0.90%Q4 2014Q4 202025
GAMBLE JONES INVESTMENT COUNSEL 2310.01%0.05%0.11%Q2 2014Q3 202224
Independence Bank of Kentucky 24240.02%0.06%0.12%Q4 2017Q3 202324
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.02%Q4 2016Q3 202324
JANE STREET GROUP, LLC 610.00%0.04%0.21%Q1 2015Q3 202324
AdvisorNet Financial, Inc 24240.01%0.20%0.55%Q4 2017Q3 202324
Cornerstone Management, Inc. 24240.85%1.45%1.94%Q4 2017Q3 202324
Kingsview Wealth Management, LLC 1160.01%0.05%0.14%Q2 2017Q3 202324
Larson Financial Group LLC 24240.28%1.66%2.99%Q4 2017Q3 202324
SHAKESPEARE WEALTH MANAGEMENT, INC. 24244.73%6.00%8.40%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.33%0.46%0.60%Q4 2017Q3 202324
Moloney Securities Asset Management, LLC 24240.06%0.09%0.15%Q4 2017Q3 202324
Front Row Advisors LLC 24240.02%0.04%0.05%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.08%0.54%Q4 2017Q3 202324
Vista Private Wealth Partners. LLC 2130.14%0.45%0.90%Q3 2017Q3 202324
Crewe Advisors LLC 24240.01%0.13%0.53%Q4 2017Q3 202324
Trellis Advisors, LLC 24243.22%5.18%8.16%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.08%0.33%1.83%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.29%0.48%1.04%Q4 2017Q3 202324
Bartlett & Co. LLC 1640.00%0.09%0.22%Q3 2015Q4 202324
FINANCIAL CONSULATE, INC 2220.11%0.21%0.46%Q4 2015Q2 202224
HM Capital Management, LLC 24241.62%2.93%4.48%Q2 2014Q1 202024
VICUS CAPITAL 2210.03%0.94%9.08%Q3 2013Q2 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.06%0.08%Q4 2017Q3 202324
Trust Co 24240.02%0.08%0.15%Q4 2017Q3 202324
Ledyard National Bank 23230.01%0.53%2.52%Q2 2013Q4 201823
PIONEER TRUST BANK N A/OR 23230.22%0.39%0.62%Q3 2014Q1 202023
FINANCIAL COUNSELORS INC 2120.01%0.05%0.15%Q2 2013Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.01%0.04%Q1 2018Q3 202323
VESTOR CAPITAL, LLC 2210.01%0.74%0.96%Q4 2014Q3 202023
Camarda Financial Advisors, LLC 23230.13%0.91%2.21%Q2 2013Q4 201823
WHALEROCK POINT PARTNERS, LLC 1910.13%0.18%0.25%Q3 2015Q3 202323
Arete Wealth Advisors, LLC 1130.02%0.07%0.29%Q1 2017Q2 202323
FLPUTNAM INVESTMENT MANAGEMENT CO 12110.02%0.08%0.18%Q3 2017Q3 202323
Barber Financial Group, Inc. 23230.03%0.35%1.41%Q4 2016Q2 202223
BBVA USA Bancshares, Inc. 1430.01%0.02%0.03%Q2 2013Q1 202123
ATLAS CAPITAL ADVISORS LLC 23230.14%0.32%0.58%Q1 2018Q3 202323
AT Bancorp 23230.03%0.09%0.17%Q3 2013Q1 201923
CLEAR INVESTMENT RESEARCH, LLC 23230.01%0.26%0.40%Q1 2018Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 23230.15%0.23%0.44%Q1 2018Q3 202323
AE Wealth Management LLC 1920.01%0.41%1.19%Q4 2016Q3 202323
Ascent Wealth Partners, LLC 22220.11%1.82%3.16%Q4 2013Q1 201922
Horan Securities, Inc. 960.00%1.07%3.50%Q3 2017Q2 202322
Diversified Portfolios, Inc. 2110.10%0.15%0.19%Q4 2014Q2 202022
Lenox Wealth Advisors, LLC 1840.04%2.57%25.90%Q4 2013Q1 202222
Probity Advisors, Inc. 1220.39%0.73%1.56%Q4 2017Q3 202322
Charles Schwab Investment Advisory, Inc. 1840.00%1.26%2.48%Q2 2013Q2 202322
Veritable, L.P. 1210.00%0.01%0.01%Q4 2013Q3 202222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22220.01%0.15%0.34%Q2 2018Q3 202322
TOTH FINANCIAL ADVISORY CORP 12100.00%0.00%0.01%Q4 2017Q3 202322
Summit Financial Strategies, Inc. 22220.07%0.13%0.16%Q1 2017Q2 202222
Brand Asset Management Group, Inc. 22226.48%8.58%11.64%Q2 2018Q3 202322
IMA Wealth, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Peak Financial Management, Inc. 1830.10%0.16%0.24%Q1 2018Q2 202321
Traynor Capital Management, Inc. 21210.08%0.26%0.67%Q4 2014Q4 201921
UBS ASSET MANAGEMENT AMERICAS INC 11100.00%0.00%0.01%Q2 2013Q3 201921
Armbruster Capital Management, Inc. 1740.08%0.55%1.81%Q4 2015Q3 202221
Burleson & Company, LLC 21210.08%0.40%0.81%Q4 2017Q4 202221
PATHSTONE FAMILY OFFICE, LLC 1560.00%0.13%0.37%Q2 2018Q3 202321
Truepoint, Inc. 1610.02%0.06%0.18%Q3 2015Q3 202321
Chesley Taft & Associates LLC 1830.08%0.11%0.13%Q2 2013Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Colorado Capital Management, Inc. 1470.14%0.17%0.20%Q3 2016Q2 202221
JOYN Advisors, Inc. 21210.01%1.30%10.20%Q4 2013Q4 201821
Brickley Wealth Management 1740.09%3.50%6.77%Q2 2018Q3 202321
TRUE Private Wealth Advisors 21210.00%0.16%0.34%Q4 2015Q4 202021
Nuveen Asset Management, LLC 21210.00%0.00%0.02%Q3 2018Q3 202321
Certified Advisory Corp 1190.17%0.60%1.05%Q4 2017Q1 202320
WESCAP Management Group, Inc. 20200.51%1.89%2.97%Q4 2018Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.81%1.81%4.40%Q4 2018Q3 202320
Ameritas Investment Partners, Inc. 20200.00%0.01%0.04%Q4 2014Q3 201920
NBT BANK N A /NY 20200.13%0.55%0.71%Q4 2018Q3 202320
WEBSTER BANK, N. A. 1910.00%0.00%0.01%Q4 2016Q3 202320
WEDBUSH SECURITIES INC 1640.01%0.02%0.04%Q4 2017Q4 202220
CITIZENS FINANCIAL GROUP INC/RI 1910.01%0.13%0.26%Q3 2018Q3 202320
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.01%Q4 2015Q2 202320
Laird Norton Wetherby Wealth Management, LLC 20200.11%0.27%0.77%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.28%0.43%Q4 2018Q3 202320
AlphaMark Advisors, LLC 20200.02%0.81%1.29%Q4 2018Q3 202320
American Portfolios Advisors 20200.08%0.11%0.22%Q4 2017Q3 202220
Cassaday & Co Inc. 1810.01%0.52%2.57%Q2 2015Q4 202120
Fund Evaluation Group, LLC 20200.20%0.59%1.20%Q3 2013Q2 201820
TWIN FOCUS CAPITAL PARTNERS, LLC 20200.89%2.13%3.54%Q4 2018Q3 202320
Morningstar Investment Services LLC 20200.01%0.12%0.25%Q1 2016Q4 202020
Simplicity Solutions, LLC 1220.05%0.63%1.86%Q4 2016Q3 202320
Day & Ennis, LLC 20200.50%0.78%1.00%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.61%1.79%2.84%Q4 2018Q3 202320
American Financial Advisors, LLC 20202.10%3.94%6.76%Q4 2018Q3 202320
Westside Investment Management, Inc. 1410.00%0.00%0.01%Q3 2017Q3 202320
Guidance Point Advisors, LLC 20201.14%1.77%2.43%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.09%0.15%0.32%Q4 2018Q3 202320
Private Portfolio Partners LLC 20201.35%1.65%1.97%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.06%0.14%0.43%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.00%0.04%0.12%Q4 2018Q3 202320
Smithfield Trust Co 1210.00%0.00%0.01%Q3 2013Q3 202320
Elm Partners Management LLC 20200.36%0.79%1.82%Q4 2018Q3 202320
EXENCIAL WEALTH ADVISORS, LLC 1110.04%0.78%2.23%Q1 2013Q3 202320
Biltmore Family Office, LLC 20200.13%0.64%1.62%Q4 2018Q3 202320
Miracle Mile Advisors, LLC 1330.13%8.69%92.37%Q4 2013Q3 202320
SVA Wealth Management, LLC 20200.03%0.08%0.14%Q1 2016Q4 202020
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.01%0.03%Q4 2017Q4 202220
Abacus Planning Group, Inc. 20200.45%0.76%1.24%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20201.43%2.81%4.07%Q4 2016Q3 202120
Clearwater Capital Advisors, LLC 20200.14%0.29%0.60%Q4 2018Q3 202320
State of Tennessee, Treasury Department 1810.00%0.08%0.28%Q3 2018Q3 202319
Sterling Capital Management LLC 1810.00%0.02%0.08%Q1 2013Q3 201919
Tarbox Family Office, Inc. 19190.00%0.05%0.10%Q3 2017Q1 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.06%0.15%Q1 2019Q3 202319
Smart Money Group LLC 19190.38%0.94%1.51%Q4 2017Q2 202219
Stratos Wealth Partners, LTD. 1010.01%0.02%0.04%Q1 2016Q3 202319
VICTORY CAPITAL MANAGEMENT INC 1120.00%0.00%0.01%Q4 2014Q3 202319
TSFG, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
Kalos Management, Inc. 930.06%0.28%0.45%Q4 2015Q1 202119
WealthShield Partners, LLC 1270.00%0.10%0.60%Q4 2017Q3 202319
Schoolcraft Capital LLC 19190.90%2.10%3.14%Q1 2019Q3 202319
Lee Financial Co 19190.09%0.22%0.56%Q1 2019Q3 202319
Mutual Advisors, LLC 1410.02%0.04%0.06%Q3 2018Q3 202319
Fairhaven Wealth Management, LLC 1723.36%4.85%6.75%Q4 2018Q3 202319
Russell Investments Group, Ltd. 1180.01%0.02%0.03%Q2 2018Q3 202319
Wealthspire Advisors, L.P. 1720.01%0.04%0.05%Q4 2015Q3 202019
ASSETMARK, INC 810.00%0.13%1.17%Q2 2014Q2 202319
PICTET ASSET MANAGEMENT LTD 19190.03%0.11%0.16%Q2 2015Q4 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Mirae Asset Global Investments Co., Ltd. 19190.00%0.07%0.16%Q4 2015Q2 202019
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.01%0.02%0.10%Q1 2015Q3 201919
SVB WEALTH LLC 18180.04%0.12%0.36%Q2 2019Q3 202318
PARAMETRIC PORTFOLIO ASSOCIATES LLC 910.00%0.03%0.16%Q4 2014Q1 202218
Independence Advisors, LLC 18180.09%0.36%1.15%Q2 2016Q3 202018
Vantage Financial Partners Ltd., Inc. 18180.27%0.49%0.62%Q2 2019Q3 202318
NewEdge Advisors, LLC 910.01%0.05%0.12%Q2 2017Q3 202318
Busey Bank 1710.02%0.07%0.24%Q4 2016Q3 202318
Sonora Investment Management, LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
Strategic Global Advisors, LLC 18180.07%0.25%0.54%Q1 2019Q2 202318
FIDUCIARY TRUST CO 1260.01%0.02%0.10%Q2 2017Q1 202218
SEI INVESTMENTS CO 1620.00%0.00%0.01%Q2 2015Q3 202318
OLD MISSION CAPITAL LLC 410.02%0.41%1.37%Q1 2015Q3 202318
Financial Architects, Inc 810.00%0.01%0.01%Q3 2013Q1 202018
Alexandria Capital, LLC 18180.01%0.05%0.09%Q2 2013Q3 201718
IndexIQ Advisors LLC 18180.00%0.91%2.17%Q1 2015Q2 201918
Commonwealth Equity Services, Inc 18180.02%0.03%0.05%Q2 2013Q3 201718
Vivaldi Capital Management LP 1440.05%0.09%0.29%Q1 2019Q3 202318
NICOLET BANKSHARES INC 1440.08%0.13%0.19%Q4 2018Q3 202318
Clark Capital Management Group, Inc. 1010.01%0.33%1.46%Q3 2013Q3 202218
Cerity Partners LLC 18180.00%0.05%0.16%Q2 2019Q3 202318
Capital Investment Advisory Services, LLC 1260.01%0.01%0.01%Q4 2018Q3 202318
Hardy Reed LLC 18180.08%0.59%1.77%Q4 2018Q1 202318
WFG Advisors, LP 17170.02%0.08%0.24%Q2 2013Q2 201717
Private Ocean, LLC 1110.00%0.03%0.10%Q4 2013Q3 202317
Balentine LLC 610.00%3.07%17.88%Q4 2015Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.02%0.03%0.04%Q2 2017Q2 202117
Baldrige Asset Management LLC 17170.44%0.75%1.19%Q1 2019Q1 202317
CAPITAL WEALTH MANAGEMENT, LLC 17171.66%2.16%2.71%Q4 2017Q4 202117
Voya Financial Advisors, Inc. 1070.02%0.04%0.08%Q3 2016Q4 202117
IFG Advisors, LLC 17170.24%0.72%1.43%Q3 2019Q3 202317
McAdam, LLC 1520.00%0.19%0.34%Q2 2018Q3 202317
Covenant Partners, LLC 1610.64%2.60%3.39%Q4 2018Q3 202317
Edge Capital Group, LLC 17170.02%0.10%0.50%Q4 2018Q4 202217
MYCIO WEALTH PARTNERS, LLC 1430.01%0.02%0.03%Q2 2013Q4 201917
LODESTAR INVESTMENT COUNSEL LLC/IL 17170.85%0.99%1.12%Q2 2015Q2 201917
Alera Investment Advisors, LLC 1520.01%0.56%1.34%Q4 2018Q3 202317
Ruggie Capital Group 1520.01%0.43%1.08%Q2 2015Q3 201917
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q2 2017Q1 202317
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 17170.16%0.71%1.89%Q1 2018Q1 202217
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
NORTHWEST WEALTH MANAGEMENT, LLC 1340.10%0.33%0.64%Q4 2016Q4 202117
RNC CAPITAL MANAGEMENT LLC 1510.01%0.03%0.07%Q4 2014Q2 202217
Sowell Financial Services LLC 1020.05%0.12%0.21%Q4 2018Q3 202317
Archford Capital Strategies, LLC 1210.00%0.21%0.66%Q3 2015Q4 202117
CULLEN/FROST BANKERS, INC. 17170.01%0.06%0.10%Q3 2019Q3 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.03%0.18%0.44%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.36%0.73%1.20%Q3 2019Q3 202317
HEADINVEST, LLC 17170.09%0.10%0.12%Q3 2019Q3 202317
AMERICAN CENTURY COMPANIES INC 920.00%0.00%0.01%Q2 2013Q3 202317
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1510.00%0.00%0.01%Q2 2013Q3 202317
River Wealth Advisors LLC 1430.01%0.20%0.37%Q2 2018Q3 202317
Steinberg Global Asset Management 17170.05%0.26%0.40%Q1 2015Q1 201917
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Dynamic Advisor Solutions LLC 920.02%0.06%0.14%Q4 2017Q3 202316
STEPHENS INC /AR/ 16160.00%0.01%0.01%Q4 2019Q3 202316
Legal & General Group Plc 16160.00%0.00%0.00%Q1 2018Q4 202116
TIAA CREF TRUST CO FSB/MO 16161.74%3.48%4.53%Q2 2013Q1 201716
Icon Wealth Partners, LLC 610.02%0.05%0.12%Q4 2017Q3 202316
Clearstead Advisors, LLC 1510.04%0.07%0.17%Q4 2018Q3 202316
DELTA ASSET MANAGEMENT LLC/TN 1240.01%0.01%0.01%Q1 2019Q3 202316
Gleason Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
DOHJ, LLC 16160.93%1.51%2.09%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.22%0.73%1.26%Q4 2019Q3 202316
Adero Partners, LLC 16160.09%0.45%1.21%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16160.17%0.31%0.50%Q4 2019Q3 202316
Austin Private Wealth, LLC 16161.77%3.09%5.05%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.08%0.12%0.15%Q4 2019Q3 202316
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2016Q3 202316
Charles Schwab Trust Co 1420.08%0.55%1.39%Q3 2019Q3 202316
NICOLET ADVISORY SERVICES, LLC 16160.08%0.49%0.80%Q4 2019Q3 202316
Schwab Charitable Fund 1410.03%0.11%0.22%Q3 2018Q3 202316
Disciplined Investments, LLC 16161.52%2.24%3.61%Q4 2019Q3 202316
Matson Money. Inc. 16167.45%8.68%9.82%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.56%0.84%1.21%Q4 2019Q3 202316
Baker Ellis Asset Management LLC 16160.12%0.36%0.76%Q4 2018Q3 202216
Ellis Investment Partners, LLC 16160.04%0.06%0.11%Q4 2018Q3 202216
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.68%2.22%4.12%Q4 2019Q3 202316
HARTFORD INVESTMENT MANAGEMENT CO 16160.10%0.18%0.24%Q4 2019Q3 202316
Full Sail Capital, LLC 16160.16%0.96%1.36%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.34%0.49%0.59%Q4 2019Q3 202316
EATON VANCE MANAGEMENT 16160.00%0.00%0.01%Q4 2018Q3 202216
Horizon Investment Services, LLC 810.11%0.19%0.31%Q3 2014Q1 202216
WINTRUST INVESTMENTS LLC 720.03%0.15%0.41%Q1 2017Q2 202316
Legacy Financial Advisors, Inc. 910.05%0.08%0.14%Q4 2017Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.01%Q4 2019Q3 202316
FMA ADVISORY INC 1510.10%0.15%0.20%Q1 2017Q1 202116
Willow Creek Wealth Management Inc. 880.04%0.15%0.29%Q1 2018Q1 202216
Vantage Investment Advisors, LLC 1330.00%0.01%0.01%Q2 2014Q3 201816
Columbus Macro, LLC 16160.12%0.33%0.68%Q4 2019Q3 202316
BDO Wealth Advisors, LLC 910.00%0.11%1.58%Q2 2017Q2 202315
SAGE RHINO CAPITAL LLC 15150.14%0.19%0.27%Q1 2020Q3 202315
ALLIANCEBERNSTEIN L.P. 910.00%0.00%0.01%Q1 2017Q3 202315
Fiera Capital Corp 960.00%0.03%0.05%Q2 2015Q1 202015
OSAIC HOLDINGS, INC. 15150.03%0.04%0.06%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.01%0.05%0.07%Q2 2013Q4 201615
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15150.09%3.13%7.53%Q4 2018Q2 202215
Brown Advisory Securities, LLC 15150.09%0.11%0.14%Q2 2015Q4 201815
Armor Investment Advisors, LLC 15150.00%0.00%0.00%Q4 2016Q2 202015
Personal Capital Advisors Corp 15150.00%0.00%0.00%Q2 2019Q4 202215
SRS Capital Advisors, Inc. 1010.00%0.02%0.07%Q2 2019Q3 202315
Advisor Group, Inc. 15150.02%0.03%0.06%Q2 2016Q4 201915
Edgemoor Investment Advisors, Inc. 15150.02%0.85%2.41%Q4 2017Q2 202115
HOWE & RUSLING INC 1140.00%0.02%0.05%Q2 2018Q3 202315
Retirement Group, LLC 1410.00%0.01%0.03%Q4 2019Q3 202315
Yorktown Management & Research Co Inc 15150.04%0.05%0.07%Q2 2013Q4 201615
AdvicePeriod, LLC 15150.03%0.11%0.16%Q4 2017Q2 202115
Bedel Financial Consulting, Inc. 15150.00%0.01%0.01%Q3 2018Q1 202215
Linscomb & Williams, Inc. 1140.01%0.03%0.13%Q4 2019Q3 202315
VALLEY NATIONAL ADVISERS INC 640.00%0.04%0.32%Q1 2015Q3 202315
Live Your Vision, LLC 15150.03%0.20%0.30%Q3 2015Q1 201915
STOCK YARDS BANK & TRUST CO 15150.09%0.16%0.20%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.14%0.25%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
OneDigital Investment Advisors LLC 1320.00%0.02%0.07%Q4 2018Q3 202315
HIGH POINT BANK & TRUST CO 15150.00%0.01%0.01%Q2 2013Q4 201615
ALLSTATE CORP 15150.02%1.83%5.31%Q1 2018Q3 202115
Choate Investment Advisors 1050.00%0.01%0.08%Q2 2013Q3 202315
PICTET BANK & TRUST Ltd 1230.42%0.93%1.56%Q4 2019Q3 202315
Continuum Advisory, LLC 960.13%0.29%0.55%Q1 2017Q3 202315
BlackRock Group LTD 15150.04%0.06%0.08%Q2 2013Q4 201615
TOBIAS FINANCIAL ADVISORS, INC. 870.20%0.75%2.88%Q4 2019Q3 202315
Strategic Blueprint, LLC 15150.03%0.10%0.41%Q1 2020Q3 202315
Integrated Advisors Network LLC 1310.02%0.11%0.37%Q4 2019Q3 202314
Prime Capital Investment Advisors, LLC 910.00%0.11%0.29%Q4 2019Q3 202314
Pinnacle Bancorp, Inc. 810.00%0.03%0.07%Q1 2017Q3 202314
MCF Advisors LLC 710.00%0.00%0.01%Q4 2011Q3 202314
Braver Wealth Management, LLC 14140.13%0.67%1.50%Q3 2013Q4 201614
Single Point Partners, LLC 710.90%1.40%1.99%Q4 2019Q3 202314
Samalin Investment Counsel, LLC 1310.15%0.18%0.22%Q4 2019Q2 202314
ClariVest Asset Management LLC 14140.00%0.14%0.25%Q2 2020Q3 202314
Foster Victor Wealth Advisors, LLC 1130.02%0.25%1.93%Q4 2019Q2 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1010.00%0.04%0.42%Q1 2018Q3 202314
COMMERCE BANK 14140.00%0.00%0.01%Q2 2017Q3 202014
Key FInancial Inc 1220.06%0.10%0.23%Q4 2019Q3 202314
DUNCKER STREETT & CO INC 1040.00%0.00%0.00%Q1 2017Q3 202014
Southern Wealth Management, LLP 14140.43%2.46%7.96%Q4 2019Q1 202314
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14140.14%0.45%0.91%Q1 2016Q2 201914
Insight Wealth Strategies, LLC 14140.03%0.25%0.56%Q4 2018Q1 202214
CVA Family Office, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
PARK AVENUE SECURITIES LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
M Holdings Securities, Inc. 720.07%0.42%0.62%Q4 2018Q1 202314
RPg Family Wealth Advisory, LLC 820.05%0.45%0.78%Q1 2017Q1 202214
TRUST CO OF VERMONT 910.00%0.01%0.02%Q2 2015Q1 202314
Merit Financial Group, LLC 950.02%0.20%0.48%Q1 2018Q3 202314
SMITH, MOORE & CO. 940.03%0.04%0.05%Q1 2019Q2 202213
Renaissance Technologies 410.00%0.00%0.01%Q1 2018Q2 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13130.56%0.96%1.22%Q4 2014Q4 201713
TRUEFG, LLC 810.09%0.13%0.28%Q4 2019Q3 202313
State of New Jersey Common Pension Fund D 940.02%0.78%1.21%Q2 2015Q3 202313
B. Riley Wealth Management, Inc. 760.01%0.04%0.17%Q1 2014Q1 202013
BerganKDV Wealth Management, LLC 850.00%0.00%0.02%Q2 2018Q2 202313
LPWM LLC 13130.10%0.15%0.20%Q3 2020Q3 202313
BALDWIN BROTHERS LLC/MA 1210.00%0.00%0.01%Q3 2018Q4 202313
McLean Asset Management Corp 13130.22%0.32%0.55%Q4 2020Q4 202313
Intersect Capital LLC 710.08%0.19%0.37%Q4 2014Q2 202213
Atlas Private Wealth Management, LLC 13130.12%0.33%0.59%Q4 2019Q4 202213
AMERICAN NATIONAL BANK 13130.00%0.00%0.01%Q3 2020Q3 202313
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 13130.00%0.01%0.01%Q4 2019Q4 202213
Winslow, Evans & Crocker, Inc. 1030.01%0.01%0.02%Q4 2013Q2 201813
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 810.00%0.00%0.01%Q1 2017Q2 202213
Capital Asset Advisory Services LLC 1030.00%0.19%0.87%Q4 2016Q1 202213
Investors Research Corp 13130.13%1.10%1.72%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.01%0.09%0.20%Q3 2020Q3 202313
CI INVESTMENTS INC. 13130.01%0.01%0.01%Q3 2020Q3 202313
ADVISOR PARTNERS LLC 760.02%0.06%0.11%Q1 2016Q1 202213
EVERGREEN CAPITAL MANAGEMENT LLC 1030.01%0.19%0.45%Q3 2017Q3 202313
TOMPKINS FINANCIAL CORP 1030.00%0.01%0.02%Q3 2020Q4 202313
Stonehearth Capital Management, LLC 1210.14%0.33%0.51%Q4 2019Q1 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
Anchor Investment Management, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
Palisades Hudson Asset Management, L.P. 13130.18%0.21%0.26%Q2 2013Q2 201613
Quantitative Advantage, LLC 632.19%3.85%6.99%Q2 2013Q3 201813
TWO SIGMA SECURITIES, LLC 710.00%0.02%0.12%Q2 2016Q3 202313
WP Advisors, LLC 13130.44%0.66%0.86%Q4 2016Q4 201913
Beaumont Financial Partners, LLC 13130.02%0.04%0.12%Q2 2019Q2 202213
MATRIX PRIVATE CAPITAL GROUP LLC 13130.01%0.03%0.16%Q4 2019Q4 202213
Rinet Co LLC 13130.19%9.78%12.53%Q3 2018Q3 202113
J.W. COLE ADVISORS, INC. 810.02%0.06%0.12%Q4 2019Q3 202313
TFC Financial Management, Inc. 13130.01%0.06%0.08%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.03%0.06%0.11%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Foundations Investment Advisors, LLC 1020.01%0.12%0.68%Q2 2018Q3 202312
Lattice Strategies LLC 12120.17%0.73%1.16%Q2 2013Q1 201612
Newton One Investments LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.37%0.71%1.07%Q4 2020Q3 202312
Richard Bernstein Advisors LLC 1020.00%1.45%2.65%Q2 2015Q3 202212
SAX WEALTH ADVISORS, LLC 12120.17%0.53%1.32%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.86%1.05%1.22%Q4 2020Q3 202312
Graypoint LLC 12120.04%0.21%0.45%Q4 2020Q3 202312
9258 Wealth Management, LLC 12120.10%0.16%0.25%Q4 2019Q3 202212
FLOW TRADERS U.S. LLC 310.03%0.31%1.53%Q3 2013Q2 202112
WOLFF WIESE MAGANA LLC 12120.01%0.09%0.24%Q4 2020Q3 202312
TimeScale Financial, Inc. 750.00%0.00%0.01%Q2 2019Q2 202212
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.74%1.10%1.79%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12121.05%1.17%1.57%Q4 2020Q3 202312
Falcon Wealth Planning 12123.10%3.40%3.67%Q4 2020Q3 202312
BALLAST ADVISORS LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.70%1.04%1.62%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.02%0.05%0.06%Q4 2020Q3 202312
Capital Wealth Alliance, LLC 12120.28%0.44%0.53%Q4 2019Q3 202212
Wescott Financial Advisory Group, LLC 12120.29%0.50%0.75%Q4 2020Q3 202312
BLUESTEIN R H & CO LLC 12120.02%0.05%0.06%Q4 2019Q3 202212
Marshall Financial Group LLC 12120.13%0.20%0.25%Q4 2020Q3 202312
MidWestOne Financial Group, Inc. 930.05%0.08%0.11%Q2 2019Q2 202212
Foster Group, Inc. 12120.02%0.04%0.08%Q4 2020Q3 202312
Lloyd Advisory Services, LLC. 12120.29%0.57%0.76%Q4 2019Q3 202212
Annapolis Financial Services, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
MUFG Americas Holdings Corp 910.00%0.00%0.01%Q4 2016Q3 202212
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.07%0.09%0.12%Q4 2020Q3 202312
CX Institutional 1110.26%0.75%1.08%Q2 2018Q3 202212
C M BIDWELL & ASSOCIATES LTD 12120.02%0.02%0.02%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Radnor Financial Advisors, LLC 12124.66%7.04%10.16%Q4 2019Q3 202212
Visionary Wealth Advisors 12120.04%0.05%0.08%Q4 2020Q3 202312
KABOUTER MANAGEMENT, LLC 12123.72%29.89%43.24%Q4 2020Q3 202312
Belpointe Asset Management LLC 12120.03%0.08%0.13%Q4 2020Q3 202312
Fullen Financial Group 12120.32%0.39%0.46%Q2 2020Q1 202312
Integrated Investment Consultants, LLC 1110.06%1.24%2.49%Q4 2019Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.10%0.11%0.12%Q4 2018Q3 202112
Cable Hill Partners, LLC 12120.00%0.00%0.02%Q2 2016Q1 201912
Beacon Harbor Wealth Advisors, Inc. 530.62%1.59%4.18%Q3 2019Q3 202312
Aries Wealth Management 1110.14%0.44%2.32%Q4 2017Q1 202212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q4 2015Q3 201812
COLLECTIVE FAMILY OFFICE LLC 12120.12%0.26%0.42%Q4 2020Q3 202312
Tactical Allocation Group LLC 12124.22%7.18%9.41%Q3 2013Q2 201612
Price Wealth, LLC 12122.19%8.62%17.58%Q4 2017Q3 202012
Solitude Financial Services 12120.54%2.04%2.90%Q4 2020Q3 202312
Tradition Wealth Management, LLC 1010.00%0.13%0.39%Q4 2020Q3 202311
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2019Q2 202211
Walkner Condon Financial Advisors LLC 830.19%0.42%1.01%Q3 2020Q3 202311
EDMOND DE ROTHSCHILD HOLDING S.A. 11110.00%0.00%0.01%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
TD Capital Management LLC 1010.00%0.06%0.21%Q2 2013Q2 201611
Counsel Portfolio Services Inc. 740.02%0.22%0.36%Q2 2013Q2 201611
Addison Advisors LLC 1010.02%0.04%0.06%Q4 2020Q3 202311
Summit Asset Management, LLC 710.10%0.11%0.12%Q3 2016Q3 201911
Professional Financial Advisors, LLC 1010.00%2.32%7.58%Q3 2020Q2 202311
Avion Wealth 11110.00%0.00%0.01%Q1 2021Q3 202311
1900 WEALTH MANAGEMENT LLC 11110.05%0.13%0.36%Q1 2021Q3 202311
Orin Green Financial, LLC 11110.11%0.22%0.31%Q4 2020Q2 202311
Sterling Financial Planning, Inc. 11110.50%0.69%0.76%Q1 2021Q3 202311
Global Wealth Management Investment Advisory, Inc. 11110.00%0.00%0.00%Q1 2019Q3 202111
EP Wealth Advisors, LLC 410.00%0.14%0.51%Q1 2018Q3 202311
Venturi Wealth Management, LLC 710.00%0.23%0.76%Q4 2019Q3 202311
Aspire Private Capital, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Robertson Stephens Wealth Management, LLC 650.04%0.56%1.80%Q4 2018Q1 202211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 650.01%0.05%0.12%Q1 2016Q4 201811
Summit Financial, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11111.70%2.30%2.83%Q1 2021Q3 202311
Shamrock Asset Management LLC 1010.00%0.44%0.83%Q4 2016Q3 201911
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Cornerstone Wealth Advisors, Inc. 11110.19%0.33%0.47%Q1 2021Q3 202311
Sensible Financial Planning & Management, LLC. 920.06%0.30%1.00%Q3 2014Q3 202111
SCOTIA CAPITAL INC. 610.00%0.00%0.00%Q2 2019Q4 202211
LVZ, Inc. 11110.67%4.25%5.74%Q4 2013Q2 201611
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.01%0.45%1.32%Q4 2013Q4 202011
Independence Wealth Advisors, Inc. 11110.60%2.55%4.66%Q4 2017Q2 202011
New Potomac Partners, LLC 11110.07%0.10%0.12%Q1 2018Q3 202011
Polaris Wealth Advisory Group, LLC 810.05%0.60%1.03%Q3 2019Q2 202311
Grove Bank & Trust 740.01%0.03%0.04%Q2 2016Q3 202311
Qube Research & Technologies Ltd 410.00%0.10%0.32%Q4 2019Q2 202311
OXFORD FINANCIAL GROUP, LTD. LLC 11110.00%0.01%0.04%Q4 2020Q2 202311
RONALD BLUE & CO LLC 11110.02%0.05%0.12%Q4 2014Q2 201711
TRUEWEALTH LLC 11110.12%0.50%0.72%Q4 2017Q2 202011
Verdence Capital Advisors LLC 11110.09%1.38%2.91%Q4 2018Q2 202111
WADE G W & INC 11110.06%0.11%0.17%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 510.02%0.07%0.20%Q1 2020Q3 202311
MOODY NATIONAL BANK TRUST DIVISION 920.00%0.01%0.02%Q2 2020Q1 202311
SALEM INVESTMENT COUNSELORS INC 920.00%0.00%0.00%Q1 2020Q3 202311
BOYS ARNOLD & CO INC 710.03%0.04%0.07%Q3 2016Q4 201911
Bison Wealth, LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
Patten Group, Inc. 11110.00%0.01%0.03%Q2 2016Q4 201811
Narus Financial Partners, LLC 740.62%0.98%1.27%Q4 2016Q3 202311
ENTERPRISE FINANCIAL SERVICES CORP 11110.01%0.02%0.04%Q1 2017Q3 201911
Sage Mountain Advisors LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
Vigilant Capital Management, LLC 410.00%0.01%0.02%Q4 2017Q3 202211
McClarren Financial Advisors, Inc. 650.05%0.07%0.09%Q4 2020Q3 202311
Savior LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
BLACKROCK ADVISORS LLC 10100.00%0.00%0.00%Q2 2014Q3 201610
PALLADIEM, LLC 10102.81%4.33%5.50%Q2 2021Q3 202310
MONEYWISE, INC. 10100.17%0.19%0.22%Q3 2017Q4 201910
COLDSTREAM CAPITAL MANAGEMENT INC 510.10%0.39%0.99%Q4 2018Q3 202310
FIRST MANHATTAN CO. LLC. 510.00%0.00%0.00%Q3 2020Q3 202310
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2019Q3 202310
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q4 2017Q3 202310
DRW Securities, LLC 410.04%0.11%0.31%Q1 2019Q3 202310
QCI ASSET MANAGEMENT INC/NY 10100.00%0.00%0.00%Q4 2017Q1 202010
Sound Income Strategies, LLC 910.00%0.00%0.01%Q3 2018Q2 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
CAPITAL ONE, NATIONAL ASSOCIATION 910.02%0.05%0.10%Q2 2016Q4 201910
Betterment LLC 10100.01%0.02%0.02%Q3 2017Q4 201910
Independent Portfolio Consultants, Inc. 820.04%0.14%0.21%Q2 2014Q2 201710
Risk Paradigm Group, LLC 10102.38%2.98%3.83%Q3 2016Q4 201810
Pinnacle Summer Investments, Inc. 10100.00%0.01%0.02%Q3 2013Q4 201510
Eagle Bay Advisors LLC 10100.25%0.88%2.70%Q2 2021Q3 202310
SVB Investment Services Inc. 10101.69%2.16%2.92%Q4 2019Q1 202210
Almanack Investment Partners, LLC. 820.02%0.28%1.59%Q3 2020Q1 202310
Syverson Strege & Co 10100.00%0.00%0.02%Q4 2020Q1 202310
CARY STREET PARTNERS ASSET MANAGEMENT LLC 610.01%0.04%0.06%Q4 2020Q3 202310
Sharkey, Howes & Javer 10100.01%0.02%0.04%Q1 2016Q2 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
LIBERTY WEALTH MANAGEMENT LLC 10100.00%0.01%0.01%Q2 2019Q3 202110
SIMON QUICK ADVISORS, LLC 610.00%0.19%0.38%Q1 2017Q3 202310
WEALTHSOURCE PARTNERS, LLC 910.04%0.13%0.16%Q1 2016Q2 201910
Marcum Wealth, LLC 10100.05%0.09%0.19%Q2 2020Q3 202210
Institute for Wealth Management, LLC. 610.00%1.39%4.48%Q2 2015Q4 201910
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
COMERICA SECURITIES INC 10100.03%0.07%0.10%Q2 2016Q3 201810
Twele Capital Management, Inc. 10100.23%0.99%1.60%Q3 2018Q4 202010
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q3 2020Q3 202310
SPC Financial, Inc. 10100.06%0.20%0.38%Q3 2017Q4 201910
Alhambra Investment Management LLC 910.19%0.88%1.18%Q4 2019Q2 202210
Latitude Advisors, LLC 910.12%0.25%0.38%Q1 2021Q3 202310
Tradewinds Capital Management, LLC 610.01%0.01%0.01%Q2 2015Q3 202310
Leicht Financial Planning & Wealth Management, Inc. 10100.25%1.13%2.45%Q3 2017Q4 201910
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 910.12%1.14%1.64%Q4 2017Q4 202210
LMCG INVESTMENTS, LLC 10100.16%0.40%0.49%Q2 2013Q3 201510
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
COOKSON PEIRCE & CO INC 520.02%0.14%0.38%Q4 2013Q4 202110
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2017Q4 202110
LORD, ABBETT & CO. LLC 10100.01%0.02%0.04%Q4 2014Q1 201710
Avestar Capital, LLC 990.18%1.03%2.20%Q4 2017Q4 20199
Fusion Investment Group, LLC 990.14%0.92%1.67%Q4 2013Q4 20159
First Command Advisory Services, Inc. 810.00%0.00%0.00%Q2 2018Q4 20209
1834 INVESTMENT ADVISORS CO 990.00%0.01%0.02%Q4 2017Q4 20199
Squar Milner Financial Services LLC 720.03%0.12%0.29%Q4 2017Q1 20209
Krilogy Financial LLC 810.00%0.03%0.04%Q3 2018Q1 20239
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
THOMPSON SIEGEL & WALMSLEY LLC 810.00%0.00%0.01%Q4 2016Q3 20239
FinTrust Capital Advisors, LLC 410.00%0.00%0.00%Q4 2018Q2 20239
SevenBridge Financial Group, LLC 990.00%0.00%0.00%Q2 2017Q2 20199
Sunbelt Securities, Inc. 510.00%0.16%0.37%Q4 2016Q3 20239
Private Advisory Group LLC 991.58%1.85%2.18%Q2 2017Q2 20199
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Waldron Private Wealth LLC 990.05%0.07%0.11%Q3 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.05%0.09%0.11%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.02%0.27%0.49%Q4 2020Q4 20229
FIRST FOUNDATION ADVISORS 630.01%0.03%0.05%Q2 2018Q3 20239
Pacifica Partners Inc. 990.00%0.00%0.00%Q4 2020Q4 20229
Riverview Trust Co 990.00%0.00%0.01%Q3 2021Q3 20239
Peloton Wealth Strategists 540.14%0.75%1.06%Q1 2019Q4 20229
Horrell Capital Management, Inc. 990.00%0.00%0.01%Q2 2013Q2 20159
Fieldpoint Private Securities, LLC 720.00%0.01%0.02%Q2 2019Q2 20229
Bridgeworth, LLC 710.04%0.09%0.21%Q2 2018Q2 20229
Pacific Edge Advisors, LLC 990.22%0.56%1.18%Q4 2017Q4 20199
Altium Wealth Management LLC 630.02%0.06%0.13%Q4 2017Q3 20219
Mosaic Family Wealth, LLC 720.01%0.03%0.09%Q3 2016Q4 20209
Coastline Trust Co 990.23%0.26%0.30%Q4 2017Q4 20199
NATIONAL PLANNING CORP 810.00%0.05%0.10%Q4 2014Q3 20179
Leelyn Smith, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
OARSMAN CAPITAL, INC. 990.16%0.18%0.22%Q1 2014Q1 20169
Beacon Pointe Advisors, LLC 710.00%0.01%0.03%Q1 2020Q3 20239
Mount Yale Investment Advisors, LLC 330.00%0.09%0.63%Q1 2018Q4 20229
GHP Investment Advisors, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
NVWM, LLC 990.00%0.00%0.00%Q4 2017Q4 20199
Virtu KCG Holdings LLC 210.01%0.03%0.07%Q3 2013Q2 20179
Fusion Family Wealth LLC 990.00%0.01%0.03%Q4 2016Q4 20189
Vectors Research Management, LLC 630.00%0.97%2.65%Q3 2018Q4 20219
Bromfield Sneider Wealth Advisors 990.50%0.57%0.67%Q4 2021Q4 20239
Compass Ion Advisors, LLC 990.06%0.08%0.11%Q3 2021Q3 20239
SOUTH GEORGIA CAPITAL, LLC 880.01%0.02%0.02%Q4 2013Q3 20158
FORTE CAPITAL LLC /ADV 880.06%0.08%0.11%Q4 2020Q3 20228
ATWOOD & PALMER INC 510.00%0.01%0.02%Q1 2019Q2 20228
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.01%0.01%Q2 2019Q2 20238
IBBOTSON ASSOCIATES INC 880.82%2.81%5.16%Q1 2014Q4 20158
DUPONT CAPITAL MANAGEMENT CORP 880.02%0.09%0.17%Q3 2021Q2 20238
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 310.10%0.39%0.49%Q2 2013Q4 20198
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
DEARBORN CAPITAL MANAGEMENT LLC 886.16%7.21%9.04%Q4 2016Q3 20188
BINGHAM OSBORN & SCARBOROUGH LLC 530.02%0.02%0.02%Q2 2019Q3 20218
WEIK CAPITAL MANAGEMENT 880.09%0.14%0.17%Q4 2020Q3 20228
GRIMES & COMPANY, INC. 510.02%0.05%0.13%Q3 2016Q1 20228
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q4 2013Q4 20218
Stanford Investment Group, Inc. 880.00%0.00%0.01%Q4 2014Q3 20168
MORRIS FINANCIAL CONCEPTS, INC. 881.95%2.57%3.06%Q4 2021Q3 20238
Concert Wealth Management Inc. 880.07%0.09%0.14%Q1 2015Q4 20168
Avidian Wealth Solutions, LLC 880.03%0.16%0.48%Q4 2021Q3 20238
Retirement Planning Group, LLC 880.08%0.27%0.61%Q2 2013Q1 20158
MATHER GROUP, LLC. 880.01%0.03%0.10%Q4 2021Q3 20238
Cambria Investment Management, L.P. 510.00%0.18%0.30%Q1 2015Q1 20198
Prospera Financial Services Inc 310.01%0.02%0.03%Q3 2019Q3 20238
Hudock, Inc. 880.00%0.01%0.02%Q2 2018Q1 20208
Chicago Partners Investment Group LLC 410.00%0.02%0.04%Q4 2016Q4 20218
Financial Management Professionals, Inc. 410.00%2.02%2.84%Q2 2013Q2 20218
Oakworth Capital, Inc. 880.00%0.00%0.00%Q4 2015Q3 20178
JUNCTURE WEALTH STRATEGIES, LLC 880.23%1.88%3.24%Q3 2017Q2 20198
Koshinski Asset Management, Inc. 310.01%0.06%0.10%Q4 2017Q1 20228
Pointe Capital Management LLC 610.12%0.99%4.88%Q4 2018Q3 20238
CT Financial Advisors LLC 710.00%0.00%0.01%Q1 2014Q2 20168
Wealthspire Advisors, LLC 610.01%0.03%0.04%Q4 2020Q3 20238
Lido Advisors, LLC 510.00%0.01%0.03%Q1 2018Q3 20238
Index Fund Advisors, Inc. 880.04%0.05%0.10%Q4 2021Q3 20238
First Command Bank 710.00%0.00%0.01%Q2 2017Q2 20198
First Command Financial Services, Inc. 710.00%0.00%0.01%Q2 2017Q2 20198
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
Faithward Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Mascoma Wealth Management LLC 710.02%0.02%0.03%Q1 2021Q1 20238
QUATTRO FINANCIAL ADVISORS LLC 310.04%0.68%1.32%Q1 2017Q3 20218
Tower View Wealth Management LLC 710.00%0.78%1.64%Q4 2017Q4 20198
CNB Bank 710.00%0.01%0.03%Q4 2017Q3 20238
GYL FINANCIAL SYNERGIES, LLC 440.02%0.07%0.18%Q3 2021Q3 20238
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Apella Capital, LLC 880.04%0.07%0.10%Q2 2020Q1 20228
Goodwin Investment Advisory 530.01%0.03%0.05%Q4 2020Q3 20238
Citizens National Bank Trust Department 880.00%0.00%0.00%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.95%1.18%1.34%Q4 2021Q3 20238
Intelligence Driven Advisers, LLC 710.04%1.75%2.50%Q4 2018Q1 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.02%Q4 2020Q4 20228
Accretive Wealth Partners, LLC 440.13%0.23%0.34%Q2 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.05%0.08%0.09%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.01%0.01%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.80%0.90%1.12%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.09%0.24%0.37%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 881.15%1.34%1.47%Q4 2021Q3 20238
Wealth Management Solutions, LLC 880.42%2.32%3.37%Q4 2021Q3 20238
MAS Advisors LLC 880.50%0.92%1.37%Q4 2021Q3 20238
Shore Point Advisors, LLC 8810.38%11.15%12.08%Q4 2021Q3 20238
Eagle Strategies LLC 880.15%0.78%1.75%Q4 2021Q3 20238
UNIONVIEW, LLC 880.52%0.60%0.67%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.46%0.56%0.86%Q4 2021Q3 20238
Stone Point Wealth LLC 880.10%0.28%0.68%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.06%0.16%0.33%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.01%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.09%0.14%0.18%Q4 2021Q3 20238
Frontier Asset Management, LLC 880.98%1.43%2.03%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.75%1.34%1.83%Q4 2021Q3 20238
City State Bank 880.01%0.03%0.05%Q4 2021Q3 20238
VANCE WEALTH, INC. 880.30%1.28%1.63%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Quent Capital, LLC 880.77%0.92%1.12%Q4 2021Q3 20238
Ascent Group, LLC 880.02%0.04%0.08%Q4 2021Q3 20238
Latigo Investments, LLC 882.54%3.47%5.30%Q4 2021Q3 20238
Brooklyn FI, LLC 880.53%1.62%2.50%Q4 2021Q3 20238
My Personal CFO, LLC 882.77%3.29%3.77%Q4 2021Q3 20238
Aletheian Wealth Advisors LLC 880.21%0.51%0.88%Q1 2022Q4 20238
Objective Capital Management, LLC 880.46%0.58%0.64%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
LTG Capital LLC 881.52%2.96%3.38%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 710.08%0.34%0.52%Q3 2018Q1 20218
COMERICA SECURITIES,INC. 710.01%0.09%0.18%Q3 2019Q4 20228
BAIRD ROBERT W & CO INC /WI/ 880.08%0.10%0.20%Q2 2013Q1 20158
NAVELLIER & ASSOCIATES INC 210.04%0.07%0.11%Q1 2015Q4 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
IBERIABANK CORP 880.07%0.13%0.19%Q1 2017Q4 20188
FIRST NATIONAL TRUST CO 430.01%0.02%0.03%Q1 2019Q4 20217
IFG Advisory, LLC 510.02%0.07%0.18%Q3 2019Q3 20227
Manhattan West Asset Management, LLC 770.63%0.72%0.82%Q1 2022Q3 20237
Quad-Cities Investment Group, LLC 430.00%0.07%0.16%Q4 2018Q2 20237
SJS Investment Consulting Inc. 520.03%0.04%0.06%Q4 2021Q3 20237
RUSSELL FRANK CO/ 770.00%0.00%0.00%Q2 2013Q4 20147
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.04%0.06%0.07%Q1 2022Q3 20237
MOTCO 510.00%0.00%0.00%Q4 2017Q1 20237
Capital Group Private Client Services, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.09%0.17%0.41%Q4 2015Q2 20197
Townsend & Associates, Inc 770.28%0.44%0.56%Q4 2017Q2 20197
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
NewSquare Capital LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Column Capital Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Csenge Advisory Group 310.02%0.10%0.24%Q4 2017Q3 20217
PRINCIPAL FINANCIAL GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
O'Brien Wealth Partners LLC 770.02%2.07%6.54%Q3 2018Q1 20207
GREENWOOD CAPITAL ASSOCIATES LLC 410.15%0.46%0.74%Q2 2017Q3 20217
F&V Capital Management, LLC 770.15%0.19%0.22%Q4 2013Q2 20157
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.02%Q1 2021Q4 20227
Cahill Wealth Management, LLC 770.61%1.06%1.81%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.19%0.24%0.30%Q2 2020Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.22%0.45%Q2 2013Q4 20147
Summit Trail Advisors, LLC 770.10%0.14%0.26%Q1 2022Q3 20237
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Athena Investment Management 770.28%0.30%0.33%Q1 2022Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Total Wealth Planning, LLC 770.29%0.62%0.93%Q1 2022Q3 20237
HC FINANCIAL ADVISORS INC 770.05%0.06%0.06%Q1 2020Q3 20217
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
ASSET PLANNING CORPORATION 770.55%0.85%1.10%Q4 2020Q2 20227
Financial Partners Group, Inc 771.50%2.33%4.40%Q4 2017Q2 20197
DUBUQUE BANK & TRUST CO 430.00%0.00%0.01%Q1 2015Q2 20187
First Western Trust Bank 770.04%0.05%0.07%Q1 2022Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Maxim Capital Management LLC 771.83%2.14%2.28%Q4 2018Q2 20207
GIRARD PARTNERS LTD. 610.00%0.12%0.14%Q3 2018Q3 20237
Gerstein Fisher 770.03%0.05%0.08%Q1 2015Q3 20167
HB Wealth Management, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
Compton Wealth Advisory Group, LLC 771.00%3.02%4.26%Q4 2018Q2 20207
Fingerlakes Wealth Management, Inc. 770.26%0.31%0.36%Q4 2021Q2 20237
LAKE STREET PRIVATE WEALTH, LLC 770.05%0.05%0.06%Q1 2022Q3 20237
GABLES CAPITAL MANAGEMENT INC. 770.00%0.00%0.00%Q2 2018Q4 20197
HARBOR ADVISORY CORP /MA/ 770.62%1.09%1.58%Q1 2022Q3 20237
Cornerstone Wealth Management, LLC 310.01%0.09%0.23%Q1 2016Q1 20197
Trexquant Investment LP 310.01%0.03%0.07%Q1 2020Q2 20237
RAND WEALTH, LLC 770.03%0.03%0.03%Q1 2017Q3 20187
JOURNEY STRATEGIC WEALTH LLC 610.02%0.03%0.05%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
Quantitative Investment Management, LLC 420.07%0.24%0.47%Q2 2020Q1 20236
55I, LLC 660.01%0.05%0.22%Q2 2021Q3 20226
Hexagon Capital Partners LLC 660.00%0.00%0.01%Q2 2022Q3 20236
One Day In July LLC 660.14%0.37%0.51%Q4 2018Q1 20206
Vise Technologies, Inc. 660.44%0.51%0.56%Q2 2022Q3 20236
Cornerstone Financial Partners, LLC 660.13%0.19%0.27%Q3 2016Q4 20176
HERSHEY TRUST CO 660.02%0.08%0.14%Q1 2021Q2 20226
Seven Springs Wealth Group, LLC 660.08%1.11%2.93%Q4 2019Q1 20216
Allegis Investment Advisors, LLC 510.12%0.41%0.69%Q4 2015Q1 20186
Evercore Wealth Management, LLC 330.00%0.00%0.01%Q2 2017Q4 20196
Homrich & Berg 330.01%0.01%0.04%Q1 2018Q3 20216
Stokes Family Office, LLC 510.04%0.05%0.08%Q4 2019Q4 20216
Parcion Private Wealth LLC 510.04%0.86%1.32%Q1 2022Q3 20236
Venture Visionary Partners LLC 510.01%0.04%0.06%Q4 2020Q2 20226
TCF National Bank 420.02%0.03%0.04%Q3 2019Q1 20216
Tranquility Partners, LLC 660.12%0.24%0.35%Q2 2022Q3 20236
Enterprise Trust & Investment Co 660.01%0.01%0.01%Q2 2019Q3 20206
Simply Money Advisors 662.72%2.90%3.04%Q3 2014Q4 20156
Matisse Capital 420.08%0.13%0.26%Q3 2019Q2 20216
PagnatoKarp Partners LLC 660.06%0.46%2.11%Q4 2018Q1 20206
SteelBridge Private Wealth Advisors LLC 662.41%2.73%2.81%Q1 2016Q2 20176
Alerus Investment Advisors Corp 660.00%0.01%0.03%Q4 2014Q1 20166
Gladstone Institutional Advisory LLC 220.02%0.06%0.12%Q4 2018Q2 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Estate Counselors, LLC 410.01%0.02%0.06%Q4 2019Q3 20216
Great Point Wealth Advisors, LLC 660.27%0.44%0.55%Q2 2022Q3 20236
Graves Light Lenhart Wealth, Inc. 660.02%0.02%0.02%Q1 2021Q2 20226
Crumly & Associates Inc. 511.79%2.48%3.53%Q4 2019Q1 20226
Mariner Wealth Advisors-Cincinnati, LLC 420.02%0.03%0.04%Q4 2015Q2 20176
BlackRock Japan Co. Ltd 660.00%0.00%0.01%Q3 2015Q4 20166
KEYBANK NATIONAL ASSOCIATION/OH 410.00%0.00%0.00%Q3 2020Q1 20236
Nationwide Fund Advisors 420.00%0.02%0.06%Q2 2013Q3 20176
McIlrath & Eck, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
MANCHESTER FINANCIAL INC 660.09%1.09%2.14%Q4 2018Q1 20206
HARVEST CAPITAL MANAGEMENT INC 330.12%0.84%1.18%Q2 2014Q1 20196
UBS AG 660.01%0.02%0.03%Q2 2013Q3 20146
QUEST CAPITAL MANAGEMENT INC /ADV 660.07%0.40%1.56%Q4 2018Q1 20206
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Wealth & Pension Services Group, Inc. 661.34%1.84%3.28%Q2 2018Q3 20196
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.01%Q4 2017Q1 20196
TPG Financial Advisors, LLC 660.33%0.38%0.45%Q4 2018Q1 20206
Squarepoint Ops LLC 220.00%0.07%0.27%Q2 2017Q2 20236
SYM FINANCIAL Corp 210.00%0.00%0.01%Q4 2017Q3 20236
Ellevest, Inc. 510.00%0.00%0.01%Q4 2018Q1 20236
FARMERS & MERCHANTS INVESTMENTS INC 310.00%0.00%0.00%Q2 2018Q3 20216
PRIVATE TRUST CO NA 660.01%0.02%0.05%Q2 2022Q3 20236
SG Americas Securities, LLC 210.01%0.03%0.10%Q3 2014Q4 20186
Essex Financial Services, Inc. 410.02%0.04%0.07%Q2 2017Q1 20226
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Coston, McIsaac & Partners 660.01%0.01%0.03%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 661.03%1.24%1.44%Q2 2022Q3 20236
TEACHERS ADVISORS, LLC 510.00%0.00%0.00%Q4 2016Q2 20186
Greenspring Advisors, LLC 660.06%0.07%0.09%Q4 2021Q1 20236
Jacobi Capital Management LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Aspire Wealth Management Corp 660.01%0.01%0.01%Q4 2021Q1 20236
PEOPLES BANK /OH 660.27%0.38%0.45%Q2 2018Q3 20196
CABANA LLC 410.00%1.25%4.40%Q4 2017Q2 20206
Red Tortoise LLC 420.11%0.12%0.15%Q3 2021Q3 20236
Joel Isaacson & Co., LLC 660.00%0.00%0.00%Q1 2015Q2 20166
New Millennium Group LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Kathleen S. Wright Associates Inc. 420.00%0.01%0.02%Q1 2022Q3 20236
Stone Asset Management Inc. 663.15%3.96%4.66%Q4 2021Q1 20236
Kemper Corp Master Retirement Trust 663.84%6.50%7.60%Q2 2013Q3 20146
J Arnold Wealth Management Co 510.00%0.01%0.04%Q4 2019Q2 20216
Evensky & Katz LLC 660.00%0.03%0.05%Q1 2019Q2 20206
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Orion Capital Management LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Dorsey & Whitney Trust CO LLC 660.02%0.06%0.12%Q2 2022Q3 20236
Golden State Equity Partners 660.24%0.36%0.55%Q4 2020Q1 20226
Allegheny Financial Group LTD 660.16%0.22%0.30%Q2 2022Q3 20236
MACQUARIE GROUP LTD 420.00%0.00%0.01%Q1 2016Q3 20176
Running Point Capital Advisors, LLC 420.00%0.06%0.10%Q4 2020Q3 20236
Annex Advisory Services, LLC 550.01%0.02%0.03%Q2 2022Q2 20235
First Personal Financial Services 410.00%0.47%0.63%Q2 2017Q4 20195
Parkside Investments, LLC 550.07%0.19%0.37%Q4 2018Q4 20195
Johnson Financial Group, LLC 210.28%2.19%5.03%Q4 2016Q4 20195
Clearstead Trust, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Intercontinental Wealth Advisors, LLC 410.01%0.04%0.16%Q4 2015Q3 20195
Parisi Gray Wealth Management 550.00%0.00%0.00%Q4 2017Q4 20185
Stonebridge Capital Advisors LLC 410.00%0.00%0.00%Q2 2019Q1 20235
LAKE STREET ADVISORS GROUP, LLC 550.59%2.05%2.92%Q3 2022Q3 20235
Kernodle & Katon Asset Management Group, LLC 410.01%0.01%0.01%Q4 2015Q1 20175
Focused Wealth Management, Inc 410.00%0.02%0.03%Q2 2015Q3 20235
Harborview Advisors, LLC 550.98%1.32%1.56%Q3 2020Q3 20215
Stokes Capital Advisors, LLC 550.40%0.47%0.54%Q4 2017Q4 20185
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
USAdvisors Wealth Management, LLC 550.09%0.11%0.13%Q1 2021Q1 20225
Rice Partnership, LLC 210.00%0.01%0.02%Q1 2020Q3 20235
Castleview Partners, LLC 550.00%0.08%0.16%Q1 2022Q1 20235
Lutz Financial Services LLC 550.77%0.82%0.91%Q4 2018Q4 20195
CreativeOne Wealth, LLC 310.01%0.04%0.08%Q4 2020Q2 20235
Next Capital Management LLC 550.18%0.25%0.32%Q4 2018Q4 20195
Horizon Investments, LLC 550.02%0.16%0.28%Q4 2017Q4 20185
Evergreen Advisors, LLC 550.16%0.19%0.24%Q4 2018Q4 20195
Landsberg, Bennett, & Dubbaneh LLC 550.61%1.02%1.39%Q4 2018Q4 20195
Hoover Financial Advisors, Inc. 550.00%0.02%0.04%Q2 2020Q2 20215
Copeland Capital Management, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
VOYA INVESTMENT MANAGEMENT LLC 550.16%0.24%0.30%Q4 2021Q4 20225
TRANSCEND CAPITAL ADVISORS, LLC 550.20%0.25%0.32%Q4 2020Q4 20215
ARGI Investment Services, LLC 210.01%0.03%0.06%Q4 2014Q1 20225
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.01%0.04%Q1 2018Q1 20235
Long Wharf Investors, Inc. 550.69%1.39%2.34%Q2 2013Q2 20145
Essex Private Wealth Management, LLC 550.17%0.20%0.21%Q4 2020Q4 20215
BERRY GROUP, LLC 552.00%2.06%2.16%Q4 2019Q4 20205
BEAM WEALTH ADVISORS, INC. 210.51%0.57%0.62%Q4 2019Q3 20225
Argentus Capital Management, LLC 550.01%0.03%0.05%Q3 2015Q3 20165
Intrua Financial, LLC 550.04%0.05%0.06%Q1 2021Q1 20225
Freestone Capital Holdings, LLC 210.00%0.00%0.01%Q2 2018Q4 20205
YHB Investment Advisors, Inc. 550.02%0.04%0.05%Q4 2020Q4 20215
Harbor Group, Inc. 550.22%0.26%0.31%Q3 2022Q3 20235
PATRON PARTNERS, LLC 550.41%0.47%0.51%Q4 2020Q4 20215
Apriem Advisors 410.00%0.05%0.09%Q2 2015Q2 20185
WealthTrust-Arizona, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Financial Engines Advisors L.L.C. 410.00%0.00%0.01%Q4 2018Q2 20225
CoreFirst Bank & Trust 410.01%0.03%0.10%Q4 2020Q4 20225
Freedman Financial Associates, Inc. 550.00%0.01%0.01%Q1 2021Q1 20225
Brinker Capital Investments, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Curi Wealth Management, LLC 550.19%0.35%0.45%Q4 2020Q4 20215
Connectus Wealth, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NewEdge Wealth, LLC 320.03%0.08%0.18%Q4 2021Q3 20235
Newbridge Financial Services Group, Inc. 210.00%0.00%0.01%Q3 2020Q3 20225
CoreCap Advisors, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Legacy Private Trust Co. 550.26%1.00%1.67%Q2 2013Q2 20145
Fortress Wealth Management, Inc. 550.18%0.22%0.26%Q4 2021Q4 20225
RESOLUTE FINANCIAL, LLC 550.73%0.85%0.95%Q4 2021Q4 20225
Intergy Private Wealth, LLC 550.59%0.68%0.76%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.00%0.02%0.05%Q1 2019Q1 20215
James J. Burns & Company, LLC 550.36%0.51%0.68%Q3 2022Q3 20235
Stephens Consulting, LLC 550.02%0.04%0.12%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.14%1.12%1.65%Q4 2017Q4 20185
FIRST HORIZON CORP 410.00%0.02%0.09%Q2 2013Q2 20215
JMG Financial Group, Ltd. 410.01%0.03%0.05%Q2 2021Q3 20235
Douglass Winthrop Advisors, LLC 550.02%0.02%0.02%Q1 2015Q1 20165
MARSHALL FINANCIAL GROUP INC /ADV 550.28%0.31%0.39%Q4 2018Q4 20195
UNITED BANK 550.03%0.03%0.03%Q4 2020Q4 20215
STARR INTERNATIONAL CO INC 551.95%2.32%2.79%Q1 2019Q1 20205
MADISON INVESTMENT HOLDINGS INC 550.00%0.00%0.00%Q3 2017Q3 20185
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q2 20235
GW&K Investment Management, LLC 410.00%0.04%0.20%Q4 2021Q3 20235
Cornerstone Advisory, LLC 550.07%0.08%0.10%Q4 2018Q4 20195
American Financial Network Advisory Services LLC 550.11%0.12%0.16%Q3 2017Q3 20185
First Capital Advisors Group, LLC. 410.01%0.06%0.08%Q1 2018Q2 20235
Copperwynd Financial, LLC 321.88%2.12%2.58%Q4 2020Q1 20235
Proficio Capital Partners LLC 550.08%0.11%0.14%Q1 2017Q1 20185
Jackson, Grant Investment Advisers, Inc. 550.00%0.00%0.00%Q3 2017Q3 20185
D'Orazio & Associates, Inc. 310.00%0.00%0.01%Q2 2017Q1 20205
Gupta Wealth Management LLC 550.00%0.01%0.03%Q1 2015Q1 20165
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q2 2015Q2 20235
Crosspoint Capital Strategies, LLC 220.04%0.07%0.13%Q4 2013Q4 20154
KARLINSKI ANDREW C 440.04%0.07%0.10%Q4 2021Q3 20224
BAINCO INTERNATIONAL INVESTORS 440.77%0.82%0.86%Q4 2013Q3 20144
Wedmont Private Capital 220.05%0.08%0.13%Q4 2021Q3 20234
MILESTONE WEALTH, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2021Q1 20234
RGT Wealth Advisors, LLC 220.00%0.10%0.21%Q4 2017Q3 20224
Elmwood Wealth Management, Inc. 440.54%0.79%0.90%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.02%0.02%Q4 2022Q3 20234
GIRARD SECURITIES, INC. 440.17%0.20%0.21%Q2 2016Q1 20174
COUNTRY TRUST BANK 210.00%0.02%0.07%Q4 2016Q4 20184
Lavaca Capital LLC 310.03%0.06%0.14%Q2 2020Q2 20224
CUTLER INVESTMENT COUNSEL LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Madison Asset Management, LLC 220.00%0.13%0.45%Q4 2019Q1 20214
WEALTHFRONT Corp 310.00%0.00%0.00%Q2 2014Q2 20154
Hefty Wealth Partners 310.01%0.43%0.74%Q2 2016Q4 20174
ProVise Management Group, LLC 440.09%0.10%0.11%Q2 2021Q1 20224
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2018Q1 20234
Fulcrum Equity Management 210.14%0.51%1.00%Q4 2019Q3 20214
AlphaCore Capital LLC 440.00%0.02%0.03%Q4 2022Q3 20234
HORIZON BANCORP INC /IN/ 440.06%0.07%0.07%Q4 2022Q3 20234
Great Diamond Partners, LLC 441.05%1.46%1.96%Q1 2021Q4 20214
XPONANCE, INC. 440.85%0.93%1.00%Q1 2014Q4 20144
BANK OF THE WEST 440.21%0.33%0.61%Q1 2022Q4 20224
MCIA Inc 220.11%0.21%0.30%Q2 2017Q2 20184
RIVERSVILLE CAPITAL, INC. 440.72%1.59%3.94%Q2 2013Q1 20144
HNP Capital LLC 440.65%1.80%2.46%Q4 2018Q3 20194
Aveo Capital Partners, LLC 210.06%0.72%1.24%Q1 2017Q2 20214
Lindbrook Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
AVALON CAPITAL MANAGEMENT 310.95%1.44%1.68%Q2 2015Q1 20174
FutureAdvisor, Inc. 442.56%3.47%4.07%Q4 2014Q3 20154
PITCAIRN CO 210.02%0.47%1.14%Q1 2018Q4 20224
Convergent Wealth Advisors 310.07%0.10%0.14%Q4 2013Q2 20154
Lake Point Wealth Management 310.00%4.14%6.19%Q4 2018Q2 20224
Global Strategic Investment Solutions, LLC 440.04%0.05%0.05%Q1 2021Q4 20214
Laurel Wealth Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
Sound Stewardship, LLC 443.88%4.01%4.10%Q4 2022Q3 20234
Center for Financial Planning, Inc. 210.00%0.00%0.00%Q2 2020Q3 20224
Archer Investment Corp 210.00%0.01%0.01%Q1 2021Q3 20234
New Republic Capital, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Filbrandt Wealth Management, LLC 310.01%0.02%0.02%Q3 2020Q3 20214
Pioneer Wealth Management Group 441.21%1.33%1.42%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Selective Wealth Management, Inc. 310.04%0.08%0.10%Q3 2018Q3 20224
Royal Fund Management, LLC 210.00%0.00%0.00%Q4 2016Q3 20184
Granite Harbor Advisors, Inc. 440.17%0.19%0.22%Q4 2022Q3 20234
Edge Advisors, LLC 310.00%0.10%0.20%Q1 2017Q2 20184
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
REBALANCE, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Wellspring Financial Advisors, LLC 310.18%0.20%0.22%Q1 2020Q1 20214
Foundation Wealth Management, LLC 442.43%3.22%4.22%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.50%0.54%0.59%Q4 2022Q3 20234
HRT FINANCIAL LP 210.00%0.01%0.03%Q4 2020Q1 20234
Park Place Capital Corp 440.07%0.40%0.52%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 442.08%2.13%2.21%Q4 2022Q3 20234
LWMG, LLC 440.86%0.92%1.02%Q4 2022Q3 20234
Smith & Howard Wealth Management, LLC 210.10%0.11%0.12%Q2 2018Q4 20194
Navalign, LLC 310.13%0.31%0.71%Q4 2021Q4 20224
Advisor Resource Council 210.03%0.09%0.13%Q2 2021Q3 20234
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Vestmark Advisory Solutions, Inc. 220.01%0.02%0.03%Q3 2021Q2 20234
Breakwater Capital Group 440.30%0.42%0.50%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.90%0.93%0.98%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.10%0.10%0.11%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 440.54%0.70%0.93%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.61%0.65%0.69%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.44%0.64%1.13%Q4 2022Q3 20234
Rise Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VitalStone Financial, LLC 440.02%0.05%0.12%Q4 2022Q3 20234
GEM Asset Management, LLC 440.79%0.86%0.90%Q4 2022Q3 20234
LAM GROUP, INC. 440.54%0.55%0.57%Q4 2022Q3 20234
Cypress Wealth Advisors LLC 440.13%0.16%0.21%Q2 2015Q1 20164
JDM Financial Group LLC 440.11%0.12%0.16%Q4 2022Q3 20234
Financial Advocates Investment Management 210.02%0.08%0.25%Q4 2020Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q1 20204
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.09%0.11%0.14%Q4 2022Q3 20234
Palisade Asset Management, LLC 440.02%0.02%0.03%Q1 2021Q4 20214
HL FINANCIAL SERVICES LLC 310.01%0.01%0.02%Q3 2017Q3 20184
ACG Wealth 310.00%0.08%0.12%Q2 2014Q2 20224
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.03%0.06%Q2 2015Q1 20214
BANQUE PICTET & CIE SA 440.00%0.00%0.00%Q1 2021Q4 20214
Bleakley Financial Group, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
WealthTrust Fairport, LLC 310.00%0.00%0.00%Q4 2014Q3 20184
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.24%0.26%0.28%Q4 2022Q3 20234
IEQ CAPITAL, LLC 310.01%0.01%0.02%Q4 2019Q3 20224
Strategic Wealth Partners, Ltd. 310.00%0.02%0.04%Q4 2017Q3 20194
Wilmington Trust Investment Management, LLC 442.93%3.56%5.08%Q3 2013Q2 20144
PROVENCE WEALTH MANAGEMENT GROUP 310.22%0.28%0.41%Q4 2021Q2 20234
Hanson & Doremus Investment Management 310.00%0.01%0.01%Q4 2017Q4 20224
Tidal Investments LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Glassy Mountain Advisors, Inc. 220.11%0.88%3.16%Q4 2021Q1 20234
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
NOVARE CAPITAL MANAGEMENT LLC 440.06%0.09%0.13%Q1 2018Q4 20184
BIEGEL & WALLER LLC 445.59%5.79%6.10%Q4 2018Q3 20194
Karp Capital Management Corp 440.04%0.05%0.06%Q4 2014Q3 20154
Life Planning Partners, Inc 440.11%0.13%0.14%Q4 2021Q3 20224
THOMPSON DAVIS & CO., INC. 440.01%0.01%0.01%Q4 2016Q3 20174
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q4 2019Q4 20214
Covenant Multifamily Offices, LLC 210.03%0.06%0.11%Q4 2017Q4 20194
RBF Capital, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Dynasty Wealth Management, LLC 440.12%0.42%0.64%Q4 2017Q3 20184
ROBERTSON STEPHENS ADVISORS LLC 440.52%0.82%0.95%Q4 2016Q3 20174
BANK OF NOVA SCOTIA 440.00%0.00%0.00%Q1 2021Q4 20214
Peachtree Investment Advisors, Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
BOSTON FAMILY OFFICE LLC 310.02%0.02%0.02%Q2 2022Q2 20234
Keystone Financial Group 440.13%0.51%1.41%Q4 2017Q3 20184
Benedetti & Gucer, Inc. 440.37%0.40%0.45%Q4 2022Q3 20234
Fortress Wealth Group, LLC 440.17%0.18%0.21%Q2 2021Q1 20224
Evergreen Wealth Solutions, LLC 440.53%0.79%1.11%Q4 2021Q3 20224
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.36%0.85%1.12%Q4 2021Q2 20223
Cedar Wealth Management, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Renasant Bank 330.41%0.46%0.52%Q1 2023Q3 20233
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2021Q3 20213
Premise Capital, LLC 210.00%0.28%0.47%Q4 2018Q4 20193
NWK Group, Inc. 330.01%0.01%0.02%Q2 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.14%0.16%0.20%Q4 2022Q3 20233
Highwater Wealth Management, LLC 210.78%1.03%1.29%Q3 2017Q4 20183
CWA Asset Management Group, LLC 210.06%0.10%0.14%Q4 2016Q1 20203
North Star Investment Management Corp. 330.00%0.00%0.00%Q3 2019Q1 20203
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q4 2022Q2 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.01%0.01%0.01%Q2 2016Q4 20163
MONECO Advisors, LLC 330.12%0.17%0.22%Q1 2023Q3 20233
Ballast, Inc. 330.36%0.42%0.46%Q4 2017Q2 20183
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HARDING LOEVNER LP 110.03%0.05%0.06%Q4 2014Q4 20193
WBI INVESTMENTS, LLC 330.04%0.06%0.07%Q4 2017Q2 20183
Beaumont Financial Advisors, LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Holistic Financial Partners 210.20%0.20%0.21%Q4 2017Q3 20183
Nan Shan Life Insurance Co., Ltd. 330.09%0.10%0.11%Q1 2018Q3 20183
Financial Connections Group, Inc. 330.01%0.02%0.02%Q4 2021Q2 20223
CAROLINAS WEALTH CONSULTING LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Kohmann Bosshard Financial Services, LLC 330.06%0.07%0.08%Q1 2022Q3 20223
Farther Finance Advisors, LLC 330.00%0.01%0.03%Q1 2023Q3 20233
PSI Advisors, LLC 210.00%0.00%0.00%Q4 2019Q4 20213
HATTON CONSULTING, INC. 331.68%1.76%1.88%Q1 2021Q3 20213
PFG Advisors 330.06%0.06%0.06%Q2 2019Q4 20193
W ADVISORS, LLC 330.18%0.20%0.22%Q4 2021Q2 20223
Phocas Financial Corp. 330.04%0.04%0.04%Q2 2021Q4 20213
BRIGGS ADVISORY GROUP, INC. 330.17%0.22%0.26%Q4 2021Q2 20223
MKD WEALTH COACHES, LLC 330.04%0.04%0.04%Q4 2018Q2 20193
Wick Capital Partners, LLC 210.14%0.22%0.31%Q4 2021Q3 20233
Y-Intercept (Hong Kong) Ltd 210.11%0.16%0.25%Q3 2021Q3 20223
StoneX Group Inc. 330.16%0.19%0.22%Q1 2018Q3 20183
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Huber Financial Advisors, LLC 210.07%0.09%0.10%Q1 2019Q4 20193
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.02%Q3 2022Q3 20233
Oakwell Private Wealth Management, LLC 330.15%0.16%0.17%Q4 2020Q2 20213
McElhenny Sheffield Capital Management, LLC 210.05%0.14%0.22%Q3 2021Q4 20223
LANDAAS & CO /WI /ADV 210.04%0.04%0.05%Q3 2017Q2 20183
Allspring Global Investments Holdings, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Partnervest Advisory Services LLC 330.00%0.23%0.35%Q4 2013Q2 20143
FIRST NATIONAL CORP /MA/ /ADV 210.04%0.20%0.50%Q4 2018Q1 20203
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.22%0.38%0.48%Q1 2018Q3 20183
Noble Family Wealth, LLC 330.57%0.58%0.59%Q1 2023Q3 20233
EVOKE WEALTH, LLC 110.00%0.01%0.01%Q3 2019Q3 20223
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.03%Q1 2023Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
SHINE INVESTMENT ADVISORY SERVICES INC 330.03%0.13%0.31%Q1 2020Q3 20203
O'Connor Financial Group LLC 330.68%0.71%0.76%Q1 2023Q3 20233
Arcadia Wealth Management, LLC 330.16%0.47%0.68%Q4 2022Q2 20233
EverSource Wealth Advisors, LLC 210.00%0.02%0.05%Q4 2021Q3 20233
CIBC BANK USA 330.03%0.03%0.04%Q4 2017Q2 20183
Berger Financial Group, Inc 210.02%0.03%0.03%Q1 2022Q3 20233
State of Wisconsin - Board of Commissioners of Public Lands 332.26%2.46%2.82%Q1 2023Q3 20233
GERMAN AMERICAN BANCORP, INC. 330.07%0.07%0.07%Q2 2019Q4 20193
Osborn Williams & Donohoe LLC 210.01%0.05%0.08%Q4 2014Q1 20193
Integrated Wealth Concepts LLC 330.03%0.09%0.13%Q1 2023Q3 20233
Monterey Private Wealth, Inc. 330.14%0.16%0.18%Q1 2021Q3 20213
Founders Capital Management 330.00%0.00%0.00%Q3 2022Q1 20233
Jacobsen Capital Management 330.78%0.84%0.91%Q2 2020Q4 20203
Moors & Cabot, Inc. 330.03%0.04%0.04%Q1 2018Q3 20183
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Cascadia Advisory Services, LLC 111.87%1.92%2.01%Q4 2019Q1 20213
Harbour Capital Advisors, LLC 110.00%0.04%0.06%Q1 2017Q4 20233
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
LOGAN CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q4 2022Q2 20233
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 330.00%0.00%0.00%Q4 2013Q2 20143
BIP Wealth, LLC 330.20%0.23%0.28%Q1 2023Q3 20233
CATALYST FINANCIAL PARTNERS LLC 210.09%0.36%0.63%Q4 2022Q3 20233
TIAA CREF INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Exchange Capital Management, Inc. 330.03%0.03%0.04%Q1 2018Q3 20183
Fragasso Group Inc. 210.03%0.04%0.05%Q1 2022Q4 20223
New World Advisors LLC 110.07%0.09%0.11%Q1 2022Q2 20233
Windham Capital Management, LLC 330.36%0.36%0.38%Q1 2023Q3 20233
Willingdon Wealth Management 210.00%0.00%0.00%Q4 2017Q4 20193
Stone House Investment Management, LLC 210.00%0.01%0.02%Q1 2019Q2 20233
Jane Street Holding, LLC 330.12%0.29%0.56%Q2 2013Q4 20133
Madrona Financial Services, LLC 330.89%0.99%1.11%Q2 2019Q4 20193
KMS FINANCIAL SERVICES, INC 330.04%0.04%0.04%Q1 2014Q3 20143
AlphaQ Advisors LLC 330.26%0.30%0.33%Q1 2023Q3 20233
FundX Investment Group, LLC 210.29%1.23%1.95%Q2 2015Q2 20163
Essex Savings Bank 330.00%0.00%0.00%Q4 2018Q2 20193
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
LifePlan Financial Group, Inc 330.00%0.00%0.00%Q1 2018Q3 20183
Tilson Financial Group, Inc. 210.81%0.92%0.97%Q4 2022Q3 20233
Ritter Daniher Financial Advisory LLC / DE 210.00%0.00%0.01%Q2 2022Q3 20233
MILLIE CAPITAL MANAGEMENT, LLC 332.95%3.14%3.40%Q2 2017Q4 20173
WealthBridge Capital Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
FineMark National Bank & Trust 220.00%0.01%0.01%Q3 2015Q4 20152
Core Wealth Advisors, Inc. 220.03%0.10%0.18%Q4 2019Q1 20202
Advance Capital Management, Inc. 220.03%0.04%0.05%Q4 2021Q1 20222
Rossmore Private Capital 220.07%0.09%0.11%Q2 2022Q3 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Carolina Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Accredited Investors Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
BSW Wealth Partners 220.10%1.56%3.03%Q4 2018Q1 20192
Cardinal Strategic Wealth Guidance 220.01%0.01%0.01%Q1 2022Q2 20222
Fortis Capital Management LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Main Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TI-TRUST, INC 220.20%0.21%0.22%Q4 2021Q1 20222
HighMark Wealth Management LLC 110.00%0.94%1.87%Q4 2019Q4 20222
Element Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Banyan Partners, LLC 220.16%0.38%0.59%Q3 2013Q4 20132
Stillwater Capital Advisors, LLC 110.07%0.09%0.12%Q4 2013Q2 20142
Onex Canada Asset Management Inc. 220.02%0.03%0.04%Q1 2021Q2 20212
Solstein Capital, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Concord Wealth Partners 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Neuberger Berman Group LLC 220.00%0.00%0.00%Q3 2018Q4 20182
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
B. Riley Financial, Inc. 220.08%0.08%0.08%Q4 2017Q1 20182
Verition Fund Management LLC 110.03%0.04%0.06%Q2 2016Q1 20202
Legato Capital Management LLC 110.05%1.04%2.04%Q2 2020Q1 20222
Virtue Capital Management, LLC 220.01%0.02%0.02%Q4 2017Q1 20182
Harel Insurance Investments & Financial Services Ltd. 220.01%0.01%0.01%Q2 2018Q3 20182
Clear Perspectives Financial Planning, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Phoenix Wealth Advisors 220.01%0.01%0.01%Q2 2021Q3 20212
Barnett & Company, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
StrategIQ Financial Group, LLC 220.10%0.12%0.14%Q4 2019Q1 20202
FIDUCIARY TRUST INTERNATIONAL LLC 110.03%0.16%0.28%Q2 2013Q4 20182
Sugarloaf Wealth Management, LLC 220.00%0.01%0.01%Q4 2020Q1 20212
Mach-1 Financial Group, LLC 220.00%0.01%0.01%Q2 2022Q3 20222
Strategic Wealth Partners Group, LLC 220.12%0.12%0.13%Q4 2019Q1 20202
Forward Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Field & Main Bank 110.00%0.00%0.01%Q3 2020Q2 20222
Round Table Services, LLC 220.13%0.14%0.14%Q2 2018Q3 20182
Alamar Capital Management, LLC 220.15%0.16%0.17%Q3 2021Q4 20212
InTrack Investment Management Inc 220.33%0.47%0.62%Q2 2021Q3 20212
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2019Q2 20202
Systelligence, LLC 111.39%1.61%1.84%Q4 2019Q2 20202
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CANANDAIGUA NATIONAL BANK & TRUST CO 220.03%0.03%0.04%Q4 2017Q1 20182
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Amplius Wealth Advisors, LLC 110.02%0.04%0.06%Q4 2021Q2 20222
ACADIAN ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
NORTHCAPE WEALTH MANAGEMENT, LLC 221.20%1.36%1.53%Q4 2021Q1 20222
KEB ASSET MANAGEMENT, LLC 220.14%0.15%0.16%Q4 2021Q1 20222
CHEMICAL BANK 220.03%0.03%0.03%Q1 2019Q2 20192
Torch Wealth Management LLC 220.02%0.02%0.02%Q1 2014Q2 20142
CLARIS ADVISORS, LLC / MO / 220.25%0.26%0.27%Q4 2021Q1 20222
WELCH & FORBES LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2021Q2 20222
TUDOR INVESTMENT CORP ET AL 220.03%0.03%0.03%Q1 2023Q2 20232
Sandy Cove Advisors, LLC 220.00%0.01%0.02%Q4 2021Q1 20222
KRAFT ASSET MANAGEMENT, LLC 220.23%0.24%0.26%Q4 2021Q1 20222
CAPITAL ONE FINANCIAL CORP 220.07%0.08%0.08%Q1 2020Q2 20202
HM PAYSON & CO 110.00%0.00%0.00%Q3 2021Q2 20222
Brookstone Capital Management 220.02%1.06%2.10%Q2 2015Q3 20152
Investment Advisory Group, LLC 220.20%0.21%0.23%Q4 2021Q1 20222
REDMONT WEALTH ADVISORS LLC 220.42%0.88%1.35%Q4 2021Q1 20222
Financial Futures Ltd Liability Co. 220.28%0.35%0.42%Q4 2021Q1 20222
Psagot Value Holdings Ltd. / (Israel) 220.01%0.01%0.01%Q3 2022Q4 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Claraphi Advisory Network, LLC 110.00%0.00%0.01%Q3 2019Q1 20202
CKW FINANCIAL GROUP 220.00%0.00%0.00%Q4 2018Q1 20192
Premia Global Advisors, LLC 220.01%0.02%0.02%Q1 2018Q2 20182
Measured Wealth Private Client Group, LLC 110.06%0.09%0.12%Q3 2018Q2 20192
AGF MANAGEMENT LTD 220.00%0.00%0.00%Q4 2022Q1 20232
DecisionPoint Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MRP Capital Investments, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
WATERSHED PRIVATE WEALTH LLC 220.19%0.19%0.20%Q2 2023Q3 20232
25 LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Werba Rubin Papier Wealth Management 220.07%0.08%0.08%Q1 2023Q2 20232
Frank, Rimerman Advisors LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SII INVESTMENTS INC/WI 220.01%0.02%0.02%Q2 2017Q3 20172
Advisors Capital Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.01%Q3 2015Q3 20172
MARSHALL WACE, LLP 110.00%0.01%0.01%Q1 2019Q1 20202
HAZLETT, BURT & WATSON, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
First Financial Bank - Trust Division 220.05%0.05%0.06%Q2 2018Q3 20182
FLC Capital Advisors 220.12%0.92%1.72%Q4 2018Q1 20192
Meridian Wealth Management, LLC 110.03%0.03%0.03%Q2 2019Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
PhaseCapital LP 220.06%2.04%4.02%Q1 2018Q2 20182
STRALEM & CO INC 220.02%0.02%0.02%Q1 2020Q2 20202
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q2 20192
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2016Q1 20202
SEI TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2015Q3 20222
PVG Asset Management 220.13%0.14%0.15%Q3 2015Q4 20152
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
WASATCH ADVISORS LP 110.02%0.15%0.28%Q4 2018Q2 20232
STRS OHIO 220.00%0.05%0.09%Q3 2016Q4 20162
CAMBIAR INVESTORS LLC 220.02%0.09%0.16%Q3 2014Q4 20142
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q2 2022Q3 20222
SENTINEL TRUST CO LBA 220.30%0.30%0.31%Q3 2019Q4 20192
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
LEVEL FOUR FINANCIAL, LLC 220.10%0.10%0.10%Q4 2020Q1 20212
Bray Capital Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
Bryn Mawr Capital Management, LLC 220.08%0.14%0.20%Q2 2023Q3 20232
ROCKEFELLER FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2017Q4 20172
Bell Bank 220.19%0.22%0.25%Q2 2013Q3 20132
CAXTON ASSOCIATES LP 220.01%0.02%0.02%Q3 2013Q4 20132
PIN OAK INVESTMENT ADVISORS INC 220.01%0.01%0.01%Q2 2018Q3 20182
ACCESS FINANCIAL SERVICES, INC. 220.25%0.26%0.27%Q2 2019Q3 20192
SIMMONS FIRST TRUST CO NA 220.07%0.07%0.07%Q1 2014Q2 20142
Jefferies Group LLC 110.00%0.00%0.00%Q2 2013Q4 20172
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2018Q2 20192
Trutina Financial LLC 110.10%0.11%0.12%Q3 2013Q1 20142
Andesa Financial Management Inc. 220.25%0.27%0.29%Q4 2018Q1 20192
Portfolio Strategies, Inc. 220.31%0.34%0.38%Q1 2018Q2 20182
West Family Investments, Inc. 220.63%0.71%0.79%Q4 2020Q1 20212
Corbenic Partners LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Advocacy Wealth Management Services, LLC 220.00%0.01%0.03%Q3 2018Q4 20182
Beacon Pointe Wealth Advisors, LLC 220.07%0.08%0.09%Q3 2019Q4 20192
Bank OZK 220.09%0.09%0.09%Q4 2021Q1 20222
Headlands Technologies LLC 110.04%0.06%0.09%Q4 2022Q2 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q4 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Apollon Wealth Management, LLC 110.04%0.08%0.12%Q2 2019Q2 20202
Windsor Capital Management, LLC 110.01%0.01%0.02%Q3 2013Q3 20152
Colony Family Offices, LLC 227.50%7.90%8.31%Q4 2021Q1 20222
Executive Wealth Management, LLC 110.00%0.01%0.01%Q4 2018Q2 20192
Planning Solutions Group LLC 220.11%0.12%0.12%Q1 2019Q2 20192
Madden Advisory Services, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
Verity & Verity, LLC 220.06%0.06%0.06%Q1 2018Q2 20182
Nikulski Financial, Inc. 110.22%0.22%0.22%Q3 2018Q3 20181
Claybrook Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2018Q4 20181
Spruce Investment Advisors LLC 110.02%0.02%0.02%Q4 2016Q4 20161
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
First Heartland Consultants, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
KANALY TRUST CO 110.03%0.03%0.03%Q2 2014Q2 20141
GRAND WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
St. Johns Investment Management Company, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Genesis Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Genesee Capital Advisors, LLC 110.69%0.69%0.69%Q2 2021Q2 20211
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CEDAR HILL ASSOCIATES, LLC 110.92%0.92%0.92%Q4 2018Q4 20181
Surevest, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q2 2022Q2 20221
BBR PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Alberta Investment Management Corp 111.27%1.27%1.27%Q1 2017Q1 20171
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q3 2017Q3 20171
Baron Financial Group, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Jump Financial, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Chicago Wealth Management, Inc. 112.40%2.40%2.40%Q2 2023Q2 20231
CATALYST PRIVATE WEALTH, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
qPULA Trading Management LP 110.66%0.66%0.66%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.06%0.06%0.06%Q3 2022Q3 20221
IAM Advisory, LLC 110.69%0.69%0.69%Q2 2021Q2 20211
Thor Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AllGen Financial Advisors, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
US FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
INSIGNEO ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Waypoint Wealth Partners Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Wilmington Trust, National Association 110.00%0.00%0.00%Q2 2014Q2 20141
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Capital One Investing, Inc. 110.09%0.09%0.09%Q3 2019Q3 20191
Richard P Slaughter Associates Inc 110.13%0.13%0.13%Q4 2023Q4 20231
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Truadvice, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
REFRAME WEALTH, LLC 112.13%2.13%2.13%Q4 2022Q4 20221
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Alpha Financial Advisors, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q1 2023Q1 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Beaumont Capital Management, LLC 111.20%1.20%1.20%Q2 2021Q2 20211
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
First Ascent Asset Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CAMDEN NATIONAL BANK 110.05%0.05%0.05%Q4 2021Q4 20211
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
Cooper Financial Group 110.04%0.04%0.04%Q4 2020Q4 20201
Verus Financial Partners, Inc. 110.45%0.45%0.45%Q3 2020Q3 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Halpern Financial, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Financiere des Professionnels - Fonds d,investissement inc. 110.50%0.50%0.50%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.84%0.84%0.84%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Global Alpha Capital Management Ltd. 114.86%4.86%4.86%Q1 2022Q1 20221
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.27%0.27%0.27%Q3 2022Q3 20221
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
IMS Capital Management 110.20%0.20%0.20%Q2 2018Q2 20181
Well Done, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q2 2019Q2 20191
ITS Asset Management, L.P. 1138.36%38.36%38.36%Q4 2015Q4 20151
Angeles Investment Advisors, LLC 112.53%2.53%2.53%Q1 2023Q1 20231
Verde Capital Management 110.54%0.54%0.54%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crescent Capital Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Trust Asset Management LLC 110.20%0.20%0.20%Q2 2018Q2 20181
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Brevan Howard Capital Management LP 111.78%1.78%1.78%Q4 2021Q4 20211
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FIRST AMERICAN TRUST, FSB 110.08%0.08%0.08%Q4 2019Q4 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
BELLEVUE ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
NORTH STAR ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
LONESTAR CAPITAL MANAGEMENT LLC 1116.80%16.80%16.80%Q4 2022Q4 20221
OTA Financial Group L.P. 110.19%0.19%0.19%Q2 2013Q2 20131
Polaris Capital Management, LLC 112.00%2.00%2.00%Q4 2014Q4 20141
WealthStone, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
FRONTIER INVESTMENT MGMT CO 110.01%0.01%0.01%Q4 2019Q4 20191
AURORA FINANCIAL ADVISORS, LLC 110.67%0.67%0.67%Q4 2017Q4 20171
Ferris Capital, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
CENTAURUS FINANCIAL, INC. 110.07%0.07%0.07%Q2 2018Q2 20181
GREAT VALLEY ADVISOR GROUP, INC. 110.04%0.04%0.04%Q4 2020Q4 20201
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
MACKAY SHIELDS LLC 110.16%0.16%0.16%Q1 2018Q1 20181
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 111.72%1.72%1.72%Q3 2013Q3 20131
Dougherty Wealth Advisers LLC 110.02%0.02%0.02%Q3 2021Q3 20211
RESTON WEALTH MANAGEMENT LLC 110.88%0.88%0.88%Q3 2023Q3 20231
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Laffer Tengler Investments, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Financial Advantage, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Lionsbridge Wealth Management LLC 110.03%0.03%0.03%Q4 2019Q4 20191
CASPIAN CAPITAL LP 1118.28%18.28%18.28%Q2 2015Q2 20151
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Acuitas Investments, LLC 111.10%1.10%1.10%Q1 2022Q1 20221
Graticule Asia Macro Advisors LLC 114.70%4.70%4.70%Q3 2016Q3 20161
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
Vestcor Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Paragon Advisors, LLC 112.40%2.40%2.40%Q1 2022Q1 20221
Silicon Hills Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Clarfeld Financial Advisors, LLC 113.72%3.72%3.72%Q4 2018Q4 20181
RiverGlades Family Offices LLC 111.12%1.12%1.12%Q4 2018Q4 20181
FIFTH THIRD SECURITIES, INC. 110.08%0.08%0.08%Q4 2017Q4 20171
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
NATIXIS 110.06%0.06%0.06%Q1 2022Q1 20221
Overbrook Management Corp 110.06%0.06%0.06%Q4 2021Q4 20211
Hilltop Holdings Inc. 110.31%0.31%0.31%Q3 2017Q3 20171
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
John W. Brooker & Co., CPAs 110.00%0.00%0.00%Q4 2021Q4 20211
Clean Yield Group 110.00%0.00%0.00%Q4 2022Q4 20221
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kessler Investment Group, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
TEXAS TREASURY SAFEKEEPING TRUST CO 118.12%8.12%8.12%Q1 2018Q1 20181
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
JFG Wealth Management, LLC 110.69%0.69%0.69%Q4 2018Q4 20181
CAUSEWAY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.23%0.23%0.23%Q3 2018Q3 20181
Vestpro Financial Partners, Inc. dba CPF Texas 110.26%0.26%0.26%Q2 2018Q2 20181
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Barrett Asset Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Alaska Permanent Fund Corp 111.16%1.16%1.16%Q3 2021Q3 20211
Lyons Wealth Management, LLC. 110.23%0.23%0.23%Q1 2014Q1 20141
NAPLES GLOBAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Winfield Associates, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Rather & Kittrell, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
CITIZENS & NORTHERN CORP 110.59%0.59%0.59%Q2 2022Q2 20221
DT Investment Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
OKABENA INVESTMENT SERVICES INC 110.03%0.03%0.03%Q4 2022Q4 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Sage Advisory Services, Ltd.Co. 113.32%3.32%3.32%Q2 2014Q2 20141
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
TRUST CO OF VIRGINIA /VA 110.03%0.03%0.03%Q4 2018Q4 20181
Cinctive Capital Management LP 111.70%1.70%1.70%Q2 2022Q2 20221
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Nalls Sherbakoff Group, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Edgestream Partners, L.P. 110.02%0.02%0.02%Q1 2023Q1 20231
MARIPAU WEALTH MANAGEMENT LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Financial Planners of Cleveland, Inc. 110.44%0.44%0.44%Q1 2022Q1 20221
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Man Group plc 110.02%0.02%0.02%Q3 2018Q3 20181
DMC Group, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Osbon Capital Management LLC 110.31%0.31%0.31%Q2 2019Q2 20191
Clear Creek Financial Management, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Allianz Asset Management GmbH 110.02%0.02%0.02%Q2 2015Q2 20151
Grantham, Mayo, Van Otterloo & Co. LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Gryphon Financial Partners LLC 110.10%0.10%0.10%Q4 2018Q4 20181
ARGA Investment Management, LP 110.20%0.20%0.20%Q2 2020Q2 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
PEAR TREE ADVISORS INC 119.30%9.30%9.30%Q4 2014Q4 20141
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Financial Consulate Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
Leith Wheeler Investment Counsel Ltd. 110.38%0.38%0.38%Q4 2015Q4 20151
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
APPLETON PARTNERS INC/MA 110.03%0.03%0.03%Q1 2018Q1 20181
Kovack Advisors, Inc. 111.65%1.65%1.65%Q4 2013Q4 20131
STATE OF WISCONSIN INVESTMENT BOARD 110.05%0.05%0.05%Q1 2020Q1 20201
Conrad Siegel Investment Advisors, Inc. 110.72%0.72%0.72%Q4 2021Q4 20211
HORIZON FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FIRST INTERSTATE BANCSYSTEM INC 110.07%0.07%0.07%Q1 2021Q1 20211
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
Fortis Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Better Money Decisions, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2023Q2 20231
Silver Bridge Capital Management LLC 111.06%1.06%1.06%Q2 2013Q2 20131
MADRONA FUNDS, LLC 110.89%0.89%0.89%Q3 2019Q3 20191
Alpine Global Management, LLC 110.34%0.34%0.34%Q3 2017Q3 20171
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
CASTLEARK MANAGEMENT LLC 110.13%0.13%0.13%Q4 2015Q4 20151
Leverty Financial Group, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
GFS Private Wealth, LLC 111.04%1.04%1.04%Q4 2017Q4 20171
Black Swift Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Econ Financial Services Corp 110.92%0.92%0.92%Q4 2021Q4 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q1 20191
Highland Private Wealth Management 112.04%2.04%2.04%Q1 2018Q1 20181
STRINGER ASSET MANAGEMENT, LLC 114.09%4.09%4.09%Q3 2015Q3 20151
VALENTINE VENTURES LLC 110.51%0.51%0.51%Q4 2018Q4 20181
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.01%0.01%0.01%Q4 2021Q4 20211
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Eukles Asset Management 110.00%0.00%0.00%Q2 2023Q2 20231
Pflug Koory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
First International Bank & Trust 110.14%0.14%0.14%Q4 2021Q4 20211
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q3 2016Q3 20161
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Bryant Woods Investment Advisors, LLC 110.38%0.38%0.38%Q4 2021Q4 20211
D. SCOTT NEAL, INC. 112.16%2.16%2.16%Q3 2021Q3 20211
Numeric Investors LLC 110.04%0.04%0.04%Q2 2016Q2 20161
True Link Financial Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SITTNER & NELSON, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Main Street Financial Solutions, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
AJO, LP 110.02%0.02%0.02%Q4 2015Q4 20151
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Oak Asset Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Greystone Financial Group, LLC 110.57%0.57%0.57%Q4 2020Q4 20201
WealthOne, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
WoodTrust Financial Corp 110.08%0.08%0.08%Q3 2020Q3 20201
Oder Investment Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.01%0.01%0.01%Q3 2014Q3 20141
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MOODY ALDRICH PARTNERS LLC 111.04%1.04%1.04%Q4 2019Q4 20191
Maltin Wealth Management, Inc. 111.52%1.52%1.52%Q4 2019Q4 20191
BAHL & GAYNOR INC 110.00%0.00%0.00%Q2 2017Q2 20171
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WorthPointe, LLC 110.43%0.43%0.43%Q4 2021Q4 20211
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
RKL Wealth Management LLC 110.03%0.03%0.03%Q2 2022Q2 20221
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bienville Capital Management, LLC 110.32%0.32%0.32%Q2 2017Q2 20171
DENVER INVESTMENT ADVISORS LLC 110.13%0.13%0.13%Q3 2013Q3 20131
External links

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