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%0.02%Q2 2013Q3 202392
Citadel Advisors 29290.00%0.00%0.01%Q3 2016Q3 202369
Rehmann Capital Advisory Group 4020.14%0.47%1.10%Q4 2008Q3 202357
Zhang Financial LLC 47470.34%0.98%1.71%Q1 2012Q3 202347
MCF Advisors LLC 4070.02%0.95%2.20%Q4 2011Q3 202347
HUNTINGTON NATIONAL BANK 4110.00%0.19%0.44%Q3 2011Q3 202346
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202346
JANE STREET GROUP, LLC 1920.00%0.04%0.28%Q2 2014Q3 202345
Tortoise Investment Management, LLC 44440.06%0.77%3.25%Q4 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.15%0.31%Q2 2013Q3 202344
Cutler Group LLC / CA 860.00%0.01%0.22%Q4 2015Q2 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.03%0.11%Q4 2012Q3 202344
CITIGROUP INC 42420.00%0.02%0.11%Q2 2013Q3 202343
Cetera Advisor Networks LLC 43430.03%0.15%0.52%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.51%0.81%Q4 2012Q2 202343
FMR LLC 42420.00%0.05%0.31%Q2 2013Q3 202342
US BANCORP \DE\ 42420.10%0.40%1.20%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.05%0.11%0.27%Q2 2013Q3 202342
Creative Planning 42420.06%1.25%1.86%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.05%0.16%Q2 2013Q3 202342
NewSquare Capital LLC 42420.15%0.42%0.84%Q2 2013Q3 202342
Cetera Advisors LLC 42420.06%0.15%0.41%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.17%0.95%1.62%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.09%0.17%0.38%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.03%0.08%Q2 2013Q3 202342
Estate Counselors, LLC 42420.15%2.89%6.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.06%0.08%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.09%0.36%0.69%Q2 2013Q3 202342
Private Advisor Group, LLC 40400.00%0.20%0.50%Q4 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
JNBA Financial Advisors 42420.01%0.12%0.26%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.16%0.32%0.70%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.02%0.10%0.22%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.04%0.19%Q2 2013Q3 202342
DEAN INVESTMENT ASSOCIATES, LLC 42420.31%0.47%0.69%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.02%0.09%0.18%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.05%0.12%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.16%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.05%0.11%0.16%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.00%0.40%3.90%Q2 2013Q3 202342
Twele Capital Management, Inc. 42420.23%0.38%0.48%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.08%0.29%0.94%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.14%0.41%0.94%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.19%0.48%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.05%0.26%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.02%0.05%0.11%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.04%0.38%2.12%Q2 2013Q3 202342
Bangor Savings Bank 42420.13%0.29%0.49%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.02%0.05%0.07%Q2 2013Q3 202342
Cypress Capital Group 42420.68%1.51%2.65%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.06%0.11%0.22%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.00%1.08%2.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.36%0.55%0.88%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.07%0.15%0.30%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.07%0.13%0.33%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.04%0.12%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.03%1.02%1.72%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.08%0.10%0.15%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.07%0.22%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.03%0.18%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 41410.05%0.23%0.45%Q3 2013Q3 202341
Horizon Investments, LLC 30110.02%0.14%2.01%Q2 2013Q3 202341
ASSETMARK, INC 41410.08%0.51%1.01%Q3 2013Q3 202341
Paragon Capital Management Ltd 27140.18%1.94%5.58%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.05%0.19%0.37%Q4 2013Q4 202341
CONFLUENCE INVESTMENT MANAGEMENT LLC 41410.01%0.06%0.14%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 3650.02%0.21%2.74%Q2 2013Q3 202341
Freedom Investment Management, Inc. 3920.02%0.09%0.54%Q1 2013Q2 202341
Smithfield Trust Co 3740.00%0.17%0.41%Q2 2013Q3 202341
Regal Investment Advisors LLC 3920.06%0.81%4.64%Q2 2013Q3 202341
Vigilant Capital Management, LLC 41410.00%0.16%0.42%Q2 2013Q2 202341
Atria Investments, Inc 27140.05%0.18%0.57%Q2 2013Q3 202341
ProVise Management Group, LLC 4010.03%0.14%0.27%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.03%0.12%Q3 2013Q3 202341
FOUNDERS FINANCIAL SECURITIES LLC 40400.09%0.45%1.36%Q4 2013Q3 202340
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 40400.10%0.26%0.38%Q4 2013Q3 202340
West Coast Financial LLC 40400.08%0.26%0.51%Q4 2013Q3 202340
FIRST NATIONAL BANK OF OMAHA 3370.02%0.07%0.30%Q2 2013Q3 202340
DAVENPORT & Co LLC 40400.00%0.02%0.04%Q4 2013Q3 202340
Regis Management CO LLC 40400.08%1.06%2.94%Q4 2013Q3 202340
UNITED SERVICES AUTOMOBILE ASSOCIATION 29110.01%0.12%0.56%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.09%0.23%0.75%Q4 2013Q3 202340
Legacy Private Trust Co. 40400.02%0.98%2.62%Q4 2013Q3 202340
ClearBridge Investments 40400.00%0.00%0.00%Q2 2013Q1 202340
Wunderlich Capital Managemnt 40401.68%2.18%2.78%Q4 2013Q3 202340
PATTON ALBERTSON MILLER GROUP, LLC 3640.19%1.43%4.13%Q2 2013Q3 202340
Curbstone Financial Management Corp 40401.18%2.16%2.81%Q1 2014Q4 202340
UBS Group AG 36360.00%0.16%0.28%Q4 2014Q3 202340
BUCKINGHAM STRATEGIC WEALTH, LLC 3820.07%0.20%0.53%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.03%0.06%0.12%Q1 2014Q3 202339
COMERICA BANK 3510.00%0.05%0.17%Q2 2013Q3 202339
GUGGENHEIM CAPITAL LLC 20190.00%0.01%0.04%Q3 2013Q3 202339
THRIVENT FINANCIAL FOR LUTHERANS 20190.00%0.03%0.09%Q2 2013Q3 202339
Brinker Capital Investments, LLC 39390.14%0.30%0.78%Q2 2013Q4 202239
SPINNAKER TRUST 39390.12%0.19%0.27%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.06%0.35%1.08%Q1 2014Q3 202339
MUFG Americas Holdings Corp 3810.00%0.05%0.27%Q1 2011Q3 202239
Autus Asset Management, LLC 39390.12%0.23%0.33%Q2 2013Q4 202239
Bartlett & Co. LLC 23160.00%0.09%0.21%Q1 2014Q4 202339
CIBC Private Wealth Group, LLC 39390.00%0.01%0.02%Q1 2014Q3 202339
BAR HARBOR WEALTH MANAGEMENT 39390.03%0.04%0.07%Q1 2013Q3 202239
Capital Directions Investment Advisors, LLC 3170.01%2.35%12.99%Q2 2013Q4 202238
ARGI Investment Services, LLC 3620.02%0.11%0.35%Q2 2013Q4 202238
VICUS CAPITAL 3260.07%0.65%1.84%Q2 2013Q3 202338
FIRST BUSINESS FINANCIAL SERVICES, INC. 37370.40%0.69%3.21%Q2 2013Q2 202237
BESSEMER GROUP INC 3610.00%0.03%0.17%Q2 2013Q3 202337
D.A. DAVIDSON & CO. 19180.00%0.05%0.14%Q2 2013Q3 202337
CHATHAM CAPITAL GROUP, INC. 37370.06%0.56%1.22%Q3 2014Q3 202337
ASPIRIANT, LLC 37370.11%2.21%10.24%Q3 2014Q3 202337
Stratos Wealth Partners, LTD. 37370.05%0.26%0.95%Q3 2014Q3 202337
Riggs Asset Managment Co. Inc. 37370.02%0.03%0.07%Q3 2014Q3 202337
Perigon Wealth Management, LLC 3010.05%0.44%1.09%Q3 2011Q3 202337
Advisory Services Network, LLC 2710.02%0.22%0.42%Q4 2013Q3 202337
Hudock, Inc. 37370.01%2.16%3.82%Q3 2014Q3 202337
Portfolio Solutions, LLC 37370.40%2.55%7.00%Q3 2013Q3 202237
Prospera Financial Services Inc 1810.03%0.10%0.23%Q3 2013Q3 202337
Sigma Planning Corp 36360.06%0.27%0.52%Q4 2014Q3 202336
Windham Capital Management, LLC 23130.05%0.28%0.82%Q2 2013Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.04%0.58%1.68%Q4 2014Q3 202336
M&T BANK CORP 21150.01%0.04%0.11%Q3 2014Q3 202336
KWMG, LLC 36360.30%0.49%1.01%Q4 2014Q3 202336
FC Advisory LLC 36360.30%1.01%1.46%Q1 2015Q4 202336
SHEETS SMITH WEALTH MANAGEMENT 2120.07%0.84%3.38%Q1 2013Q3 202336
Towercrest Capital Management 36362.08%3.44%5.99%Q4 2014Q3 202336
NTV ASSET MANAGEMENT LLC 3510.08%0.20%0.31%Q2 2013Q3 202336
Ameritas Investment Partners, Inc. 36360.02%0.18%0.43%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.12%0.94%1.54%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.48%1.46%2.48%Q4 2014Q3 202336
ARKANSAS FINANCIAL GROUP, INC. 36360.27%2.15%3.78%Q4 2014Q3 202336
OPTIMUM INVESTMENT ADVISORS 2450.00%0.17%0.37%Q3 2013Q4 202336
Exchange Capital Management, Inc. 2620.01%0.19%0.46%Q2 2013Q3 202336
Betterment LLC 36362.67%4.71%8.34%Q4 2014Q3 202336
Argent Trust Co 36360.03%0.13%0.37%Q4 2014Q3 202336
SIGNATUREFD, LLC 2330.00%0.60%3.92%Q2 2013Q3 202336
Allworth Financial LP 36360.12%0.57%1.14%Q4 2014Q3 202336
Mariner, LLC 3420.01%0.23%0.50%Q4 2013Q3 202336
Patten Group, Inc. 36360.10%0.19%0.60%Q4 2014Q3 202336
ARROW FINANCIAL CORP 35350.01%0.10%0.22%Q1 2015Q3 202335
Sequoia Financial Advisors, LLC 35350.07%1.90%7.94%Q1 2015Q3 202335
COMMERCE BANK 35350.02%0.11%0.26%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.05%0.15%Q2 2013Q4 202135
People's United Financial, Inc. 18170.01%0.05%0.19%Q2 2013Q1 202235
Haverford Trust Co 35350.00%0.01%0.02%Q1 2015Q3 202335
Boston Standard Wealth Management, LLC 2240.77%2.82%4.16%Q4 2014Q4 202335
AllSquare Wealth Management LLC 25100.08%0.12%0.20%Q4 2014Q3 202335
Trust Co 35350.04%1.03%11.54%Q1 2015Q3 202335
Goldstein Munger & Associates 35354.68%8.25%14.13%Q4 2009Q2 201835
ALLIANCEBERNSTEIN L.P. 3140.00%0.01%0.02%Q3 2013Q3 202335
First Horizon Advisors, Inc. 3230.02%0.13%0.68%Q4 2013Q3 202335
Chesley Taft & Associates LLC 3230.24%0.64%1.05%Q2 2013Q3 202335
Balentine LLC 35350.00%0.16%0.72%Q1 2015Q3 202335
Fisher Asset Management, LLC 3310.00%0.19%0.39%Q4 2014Q3 202334
Financial Architects, Inc 3040.09%0.37%2.63%Q4 2014Q2 202334
COLDSTREAM CAPITAL MANAGEMENT INC 3040.11%1.29%2.99%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.04%0.24%Q2 2015Q3 202334
PARAMETRIC PORTFOLIO ASSOCIATES LLC 19150.00%0.00%0.03%Q2 2013Q1 202234
ENTERPRISE FINANCIAL SERVICES CORP 34340.30%0.58%1.18%Q2 2013Q3 202134
Winfield Associates, Inc. 34340.13%0.35%0.62%Q4 2013Q1 202234
GAMBLE JONES INVESTMENT COUNSEL 34340.02%0.09%0.11%Q3 2014Q4 202234
Raymond James Financial Services Advisors, Inc. 2210.05%0.10%0.16%Q2 2013Q3 202334
Lenox Wealth Advisors, LLC 3130.04%0.14%0.39%Q2 2013Q1 202234
Evanson Asset Management, LLC 34340.05%0.23%0.83%Q2 2015Q3 202334
FOSTER & MOTLEY INC 2850.02%0.12%0.56%Q1 2015Q3 202333
BAILARD, INC. 2820.04%1.10%2.77%Q2 2013Q3 202333
Endurance Wealth Management, Inc. 33330.22%0.69%0.96%Q2 2015Q2 202333
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2041.10%6.69%9.94%Q1 2015Q3 202333
Sandy Spring Bank 33330.00%0.00%0.01%Q3 2015Q3 202333
COLONY GROUP LLC 2610.00%0.14%0.69%Q4 2013Q3 202333
NISA INVESTMENT ADVISORS, LLC 33330.07%0.48%0.91%Q2 2015Q2 202333
USCA RIA LLC 32320.04%0.24%0.62%Q3 2013Q2 202132
RAYMOND JAMES TRUST N.A. 2220.02%0.07%0.28%Q2 2013Q3 202332
Beaumont Financial Partners, LLC 32320.18%0.88%2.94%Q4 2014Q3 202232
FFT WEALTH MANAGEMENT LLC 32320.03%0.39%1.34%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.04%0.18%0.43%Q4 2015Q3 202332
FIRST NATIONAL TRUST CO 2210.02%0.08%0.29%Q2 2013Q3 202332
JFS WEALTH ADVISORS, LLC 32320.16%2.18%5.26%Q4 2015Q3 202332
LGL PARTNERS, LLC 32320.10%1.85%3.95%Q4 2015Q3 202332
JACOBSON & SCHMITT ADVISORS, LLC 32320.20%1.49%3.68%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.21%2.21%3.91%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.34%0.81%1.86%Q4 2015Q3 202332
SIGMA INVESTMENT COUNSELORS INC 2110.02%0.16%0.48%Q3 2013Q3 202332
BlackRock Inc. 32320.00%0.01%0.02%Q4 2015Q3 202332
Capital Investment Services of America, Inc. 32320.75%1.21%1.75%Q4 2015Q3 202332
PHILADELPHIA TRUST CO 31310.05%0.18%0.56%Q1 2016Q3 202331
B. Riley Wealth Advisors, Inc. 2910.00%0.06%0.13%Q2 2014Q3 202331
Archford Capital Strategies, LLC 2290.08%0.37%0.56%Q4 2015Q3 202331
Sutton Wealth Advisors Inc. 31310.12%0.32%0.56%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.10%0.60%Q2 2013Q3 202331
WHITTIER TRUST CO 31310.00%0.06%0.26%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.05%0.18%Q1 2016Q3 202331
Sensible Financial Planning & Management, LLC. 31310.06%0.15%0.28%Q3 2014Q1 202231
WEDBUSH SECURITIES INC 19120.02%0.09%0.21%Q1 2015Q3 202331
Advocacy Wealth Management Services, LLC 2720.02%0.43%2.70%Q2 2013Q3 202331
IFP Advisors, Inc 17140.05%0.20%0.57%Q4 2015Q3 202331
MISSION WEALTH MANAGEMENT, LP 31310.08%0.94%2.41%Q1 2016Q3 202331
Efficient Advisors, LLC 31310.04%0.32%0.58%Q1 2016Q3 202331
Lido Advisors, LLC 31310.02%0.07%0.37%Q1 2016Q3 202331
Cetera Investment Advisers 31310.09%0.40%1.52%Q1 2016Q3 202331
Ausdal Financial Partners, Inc. 2650.21%0.49%1.12%Q4 2015Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.30%1.19%2.48%Q1 2016Q3 202331
Capital Analysts, LLC 31310.01%0.85%1.38%Q1 2016Q3 202331
Altavista Wealth Management, Inc. 18130.09%0.53%1.05%Q3 2013Q4 202131
FAS Wealth Partners, Inc. 31310.11%0.41%0.91%Q1 2016Q3 202331
3D ASSET MANAGEMENT, INC 30300.58%1.99%2.90%Q2 2013Q3 202030
GIRARD PARTNERS LTD. 30300.12%0.51%1.11%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.14%0.31%0.82%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.15%0.33%0.74%Q2 2016Q3 202330
Avidian Wealth Solutions, LLC 18120.06%0.38%2.34%Q4 2015Q3 202330
BTC Capital Management, Inc. 2140.07%0.31%0.82%Q3 2014Q3 202330
Clearwater Capital Advisors, LLC 30300.59%1.38%2.43%Q2 2016Q3 202330
ALPHA WINDWARD LLC 30300.59%0.99%1.50%Q2 2013Q3 202030
Occidental Asset Management, LLC 30300.11%0.68%1.34%Q2 2016Q3 202330
LifePlan Financial Group, Inc 30300.29%0.44%0.61%Q2 2013Q3 202030
MILLENNIUM MANAGEMENT LLC 1230.00%0.00%0.02%Q3 2014Q3 202330
Carnegie Capital Asset Management, LLC 2020.01%0.03%0.06%Q4 2014Q3 202330
Crestwood Advisors Group, LLC 2730.22%2.92%5.83%Q3 2015Q3 202330
Wealthcare Advisory Partners LLC 30300.41%2.73%4.77%Q2 2016Q3 202330
COUNTRY TRUST BANK 1510.00%0.09%0.19%Q2 2014Q4 202330
Alliance Wealth Management Group 2810.64%1.39%7.05%Q4 2015Q2 202329
Johnson Financial Group, Inc. 1410.00%0.45%3.24%Q4 2014Q3 202329
Alley Co LLC 29290.72%1.94%2.40%Q4 2014Q4 202129
BANK OF THE WEST 2630.06%0.18%0.49%Q4 2013Q4 202229
Symmetry Partners, LLC 29291.16%1.95%2.60%Q4 2016Q4 202329
Arete Wealth Advisors, LLC 2210.06%0.41%0.72%Q3 2014Q2 202329
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2540.02%0.11%0.21%Q2 2013Q3 202329
Cornerstone Wealth Management, LLC 2510.09%0.37%0.68%Q1 2016Q3 202329
NATIXIS ADVISORS, L.P. 2410.01%0.12%0.69%Q4 2013Q3 202329
CAMBRIDGE TRUST CO 2180.00%0.05%0.33%Q2 2016Q3 202329
FIRST CITIZENS BANK & TRUST CO 29290.06%1.24%7.22%Q3 2016Q3 202329
BLB&B Advisors, LLC 2720.02%0.06%0.10%Q4 2014Q3 202229
FCA CORP /TX 28280.38%0.54%0.72%Q1 2015Q4 202128
WMS Partners, LLC 28280.05%0.08%0.16%Q2 2014Q1 202128
NORTHWEST WEALTH MANAGEMENT, LLC 28280.15%0.59%1.24%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.12%0.51%2.22%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 28280.02%0.12%0.22%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.10%0.66%3.84%Q4 2016Q3 202328
Blue Chip Partners, LLC 28280.05%0.51%1.01%Q4 2016Q3 202328
Pinnacle Advisory Group, Inc. 1820.12%0.98%3.22%Q2 2013Q1 202128
PETTYJOHN, WOOD & WHITE, INC 2310.06%0.14%0.27%Q2 2013Q2 202328
Steward Partners Investment Advisory, LLC 28280.21%0.40%1.46%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.25%0.54%1.77%Q1 2016Q4 202228
CWM, LLC 1810.00%0.10%0.25%Q3 2013Q3 202328
CAPRIN ASSET MANAGEMENT LLC /ADV 2260.02%17.47%42.04%Q4 2015Q4 202228
RWA WEALTH PARTNERS, LLC 28280.06%5.49%77.38%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.04%0.14%0.27%Q4 2016Q3 202328
DEUTSCHE BANK AG\ 2350.00%0.01%0.02%Q4 2013Q3 202328
Truepoint, Inc. 1510.03%0.18%0.81%Q4 2015Q3 202328
CREDIT SUISSE AG/ 1410.00%0.00%0.02%Q1 2013Q4 202128
TCI Wealth Advisors, Inc. 28280.01%0.04%0.09%Q2 2016Q1 202328
Sterling Investment Advisors, Ltd. 28280.22%0.44%0.67%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.08%0.32%2.71%Q4 2016Q3 202328
THOMPSON SIEGEL & WALMSLEY LLC 2260.00%0.00%0.00%Q3 2016Q3 202328
AE Wealth Management LLC 28280.06%0.49%1.93%Q4 2016Q3 202328
Fragasso Group Inc. 2260.02%0.62%2.08%Q4 2016Q4 202328
BOYS ARNOLD & CO INC 28280.40%0.90%1.61%Q2 2013Q1 202028
KAYS FINANCIAL ADVISORY CORP /ADV 28280.35%1.23%2.42%Q4 2013Q3 202028
M Holdings Securities, Inc. 1910.05%0.23%0.56%Q4 2013Q2 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.12%0.31%Q4 2016Q3 202328
Hirtle Callaghan & Co LLC 1250.00%0.42%1.34%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.12%0.32%Q2 2013Q4 201927
Hartford Financial Management Inc. 2220.06%0.67%2.33%Q3 2016Q3 202327
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27270.05%0.12%0.26%Q1 2017Q3 202327
Summit Financial Wealth Advisors, LLC 2610.08%0.17%0.28%Q3 2015Q3 202327
MML INVESTORS SERVICES, LLC 2610.08%0.49%0.90%Q2 2015Q3 202327
Grove Bank & Trust 2250.01%0.86%1.79%Q4 2015Q3 202327
NEXT Financial Group, Inc 1310.01%0.12%0.39%Q3 2014Q4 202127
LEVEL FOUR ADVISORY SERVICES, LLC 1980.03%0.07%0.14%Q4 2016Q3 202327
Simplicity Solutions, LLC 1910.03%0.63%4.48%Q4 2015Q3 202327
Freestone Capital Holdings, LLC 27270.02%0.30%0.50%Q1 2017Q3 202327
JUNCTURE WEALTH STRATEGIES, LLC 17100.14%0.55%1.34%Q4 2016Q4 202327
RFG Advisory, LLC 2160.04%0.20%0.38%Q3 2016Q3 202327
TELEMUS CAPITAL, LLC 2410.02%0.10%0.16%Q2 2016Q3 202327
AUA CAPITAL MANAGEMENT, LLC 27274.00%4.89%6.49%Q1 2017Q3 202327
WESBANCO BANK INC 16110.01%0.20%0.75%Q4 2016Q3 202327
WASHINGTON TRUST Co 15120.00%0.01%0.02%Q4 2016Q3 202327
Flaharty Asset Management, LLC 27270.10%0.36%0.84%Q1 2017Q3 202327
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 27270.00%0.01%0.07%Q4 2016Q2 202327
Cambria Investment Management, L.P. 2520.10%0.32%0.58%Q4 2016Q3 202327
Aveo Capital Partners, LLC 14130.38%0.68%1.16%Q4 2016Q3 202327
BOSTON ADVISORS LLC 26260.01%0.11%0.49%Q2 2013Q3 201926
One Capital Management, LLC 2510.48%2.44%3.68%Q2 2015Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.18%0.64%1.64%Q2 2013Q3 202326
Boltwood Capital Management 26260.08%0.24%0.42%Q2 2017Q3 202326
Roundview Capital LLC 1880.04%0.40%1.42%Q1 2016Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 2510.01%0.04%0.28%Q3 2014Q4 202326
Providence First Trust Co 26260.26%0.55%0.90%Q2 2017Q3 202326
Perennial Advisors, LLC 2420.06%0.58%1.46%Q4 2016Q3 202326
Meridian Wealth Management, LLC 2060.07%0.18%0.38%Q1 2017Q3 202326
GenTrust, LLC 26260.21%0.72%1.26%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.04%0.11%0.24%Q1 2017Q3 202326
Glenview Trust Co 1710.01%0.05%0.39%Q4 2012Q3 202326
OneDigital Investment Advisors LLC 26260.14%0.76%1.94%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.03%0.28%0.61%Q2 2013Q3 201926
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.01%Q2 2013Q3 201926
Bray Capital Advisors 2330.01%0.02%0.04%Q4 2016Q3 202326
Barber Financial Group, Inc. 26260.06%1.94%3.99%Q4 2016Q1 202326
Avantax Planning Partners, Inc. 2110.02%0.87%2.02%Q4 2016Q3 202325
DELTA ASSET MANAGEMENT LLC/TN 1140.00%0.00%0.01%Q2 2013Q3 202325
Westside Investment Management, Inc. 1510.00%0.26%0.61%Q4 2016Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 1340.00%0.12%0.41%Q4 2016Q3 202325
O'Dell Group, LLC 13120.25%0.47%1.19%Q4 2016Q3 202325
Norway Savings Bank 25250.03%0.07%0.09%Q4 2016Q4 202225
MACROVIEW INVESTMENT MANAGEMENT LLC 25250.05%0.43%2.38%Q3 2017Q3 202325
Founders Capital Management 13120.00%0.06%0.11%Q1 2017Q3 202325
TIAA, FSB 25250.05%0.71%2.63%Q2 2017Q2 202325
Garde Capital, Inc. 25250.58%1.22%2.13%Q2 2014Q2 202025
Blue Fin Capital, Inc. 25250.16%0.24%0.41%Q2 2016Q2 202225
CAHABA WEALTH MANAGEMENT, INC. 25252.12%4.68%7.20%Q3 2017Q3 202325
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1710.00%0.00%0.01%Q4 2013Q3 202325
Continuum Advisory, LLC 25250.24%0.42%0.95%Q3 2017Q3 202325
PHILLIPS FINANCIAL MANAGEMENT, LLC 2140.26%0.55%0.90%Q4 2016Q3 202325
BERKSHIRE ASSET MANAGEMENT LLC/PA 2410.03%0.06%0.19%Q2 2013Q3 201925
Fortis Advisors, LLC 25250.01%1.69%6.06%Q3 2017Q3 202325
Country Club Trust Company, n.a. 910.04%0.06%0.08%Q4 2014Q4 202124
Manning & Napier Group, LLC 24240.18%0.34%0.58%Q4 2017Q3 202324
CIBC BANK USA 24240.11%0.14%0.17%Q1 2014Q4 201924
White Lighthouse Investment Management Inc. 24240.45%0.90%1.54%Q4 2017Q3 202324
Orgel Wealth Management, LLC 2010.03%17.04%56.82%Q4 2016Q3 202324
Mutual Advisors, LLC 24240.11%0.22%0.47%Q4 2017Q3 202324
Wall Capital Group, Inc. 1450.15%0.33%0.75%Q1 2017Q3 202324
WealthShield Partners, LLC 24240.82%1.34%1.82%Q4 2017Q3 202324
PDS Planning, Inc 24240.79%1.18%1.88%Q4 2017Q3 202324
Crewe Advisors LLC 24240.02%0.22%0.95%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.06%0.20%0.31%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.21%0.70%1.10%Q4 2017Q3 202324
IHT Wealth Management, LLC 2040.00%0.12%0.20%Q2 2017Q3 202324
Biltmore Family Office, LLC 24240.39%1.60%3.07%Q4 2017Q3 202324
HT Partners LLC 1860.11%2.65%10.72%Q1 2015Q1 202224
MONEYWISE, INC. 24240.43%2.66%4.43%Q4 2016Q3 202224
OXFORD FINANCIAL GROUP, LTD. LLC 1860.01%2.29%12.10%Q4 2016Q3 202324
Windsor Wealth Management, Inc. 24240.32%1.10%3.19%Q4 2017Q3 202324
Community Bank, N.A. 24240.01%0.02%0.04%Q2 2015Q1 202124
TOTH FINANCIAL ADVISORY CORP 24240.01%0.02%0.04%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.05%0.19%0.49%Q4 2016Q3 202324
Brookstone Capital Management 2010.00%0.12%0.60%Q2 2015Q3 202324
AdvisorNet Financial, Inc 24240.04%0.13%0.29%Q4 2017Q3 202324
CHEMICAL BANK 2220.02%0.04%0.06%Q2 2013Q2 201924
Alexandria Capital, LLC 1860.00%0.02%0.06%Q2 2013Q1 202024
Personal Capital Advisors Corp 1110.00%0.02%0.06%Q1 2015Q4 202224
Mount Lucas Management LP 1530.01%0.19%0.59%Q1 2016Q3 202324
NICOLET BANKSHARES INC 24240.06%0.25%1.90%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.45%0.60%Q4 2017Q3 202324
Fiduciary Trust Co International of Pennsylvania 1710.01%0.10%2.02%Q2 2013Q1 202024
Slow Capital, Inc. 24241.13%2.79%5.26%Q4 2017Q3 202324
Private Ocean, LLC 1440.01%0.42%1.93%Q4 2013Q3 202324
Ironwood Financial, llc 2040.00%0.20%1.27%Q4 2014Q4 202024
Sigma Investment Management Co 24244.03%6.46%12.22%Q1 2013Q4 201824
DUBUQUE BANK & TRUST CO 1010.00%0.28%0.99%Q2 2013Q3 202324
Successful Portfolios LLC 24240.29%0.57%0.94%Q4 2017Q3 202324
Cardan Capital Partners, LLC 24240.17%0.59%1.13%Q4 2015Q3 202124
Merriman Wealth Management, LLC 23230.02%0.19%0.93%Q1 2018Q3 202323
STOCK YARDS BANK & TRUST CO 2010.08%0.16%0.30%Q2 2013Q3 202323
Corient Capital Partners, LLC 23230.03%0.15%0.40%Q3 2016Q1 202223
Patriot Financial Group Insurance Agency, LLC 1430.00%0.07%0.18%Q4 2016Q3 202323
SigFig Wealth Management, LLC 23230.03%0.21%1.58%Q1 2018Q3 202323
Vivaldi Capital Management LP 2010.00%0.19%1.73%Q1 2017Q3 202323
Intellectus Partners, LLC 1670.01%0.07%0.13%Q4 2016Q3 202323
Acropolis Investment Management, LLC 1670.03%0.16%0.49%Q4 2016Q3 202323
Miracle Mile Advisors, LLC 23230.09%0.65%1.30%Q1 2018Q3 202323
CENTRAL TRUST Co 2110.00%0.00%0.01%Q4 2013Q3 202223
Crestone Asset Management LLC 2210.08%0.47%1.45%Q4 2016Q1 202323
IFG Advisory, LLC 2210.05%0.11%0.20%Q4 2017Q3 202323
Joel Isaacson & Co., LLC 1710.01%0.04%0.16%Q4 2012Q3 202323
Alaska Wealth Advisors 1672.39%7.91%11.88%Q4 2017Q3 202323
Paulson Wealth Management Inc. 1940.22%1.79%4.46%Q4 2017Q3 202323
Integrated Wealth Concepts LLC 23230.06%0.36%1.02%Q1 2018Q3 202323
TRUST CO OF VIRGINIA /VA 2210.03%0.07%0.18%Q4 2017Q3 202323
Homrich & Berg 13100.01%0.04%0.20%Q3 2015Q3 202123
BARCLAYS PLC 1010.00%0.01%0.05%Q2 2013Q2 202323
FormulaFolio Investments, LLC 23230.01%0.30%2.07%Q4 2015Q2 202123
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.05%0.08%0.13%Q2 2013Q4 201823
Leonard Rickey Investment Advisors P.L.L.C. 2110.20%3.13%4.58%Q4 2017Q3 202322
FIRST HAWAIIAN BANK 2110.01%0.06%0.12%Q4 2017Q3 202322
Voya Financial Advisors, Inc. 22220.02%0.08%0.55%Q4 2015Q1 202122
ALESCO ADVISORS LLC 2020.03%0.19%0.53%Q2 2013Q3 202322
EP Wealth Advisors, LLC 2110.01%0.35%1.31%Q4 2017Q3 202322
FRANKLIN RESOURCES INC 22220.00%0.02%0.04%Q2 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22220.11%1.07%1.62%Q2 2018Q3 202322
NORTHWEST INVESTMENT COUNSELORS, LLC 1210.01%0.07%0.15%Q2 2017Q3 202322
FORVIS Wealth Advisors, LLC 910.01%0.31%1.56%Q3 2013Q3 202322
Belpointe Asset Management LLC 1820.03%0.09%0.28%Q3 2017Q3 202322
SUNTRUST BANKS INC 2020.00%0.03%0.10%Q2 2013Q3 201922
Icon Wealth Partners, LLC 1930.50%3.26%6.92%Q4 2017Q3 202322
CWA Asset Management Group, LLC 1510.03%0.36%1.56%Q3 2016Q3 202322
High Falls Advisors, Inc 1930.01%0.77%1.94%Q4 2015Q3 202322
Clark Capital Management Group, Inc. 810.00%0.02%0.17%Q3 2013Q2 202322
Calamos Wealth Management LLC 1810.04%0.37%2.39%Q1 2016Q3 202322
CX Institutional 22220.00%1.32%2.66%Q2 2018Q3 202322
CALTON & ASSOCIATES, INC. 21210.13%0.30%0.57%Q4 2017Q4 202221
C-J Advisory, Inc. 21210.88%1.20%1.40%Q3 2016Q3 202121
CAPITAL ONE, NATIONAL ASSOCIATION 2010.02%0.26%2.09%Q3 2013Q4 201921
Sunesis Advisors, LLC 2011.10%1.65%2.31%Q2 2018Q3 202321
HOLDERNESS INVESTMENTS CO 21210.09%0.35%0.60%Q1 2017Q1 202221
SeaCrest Wealth Management, LLC 21210.08%0.11%0.16%Q3 2018Q3 202321
Legacy Financial Strategies, LLC 1740.21%1.09%2.01%Q4 2017Q3 202321
Valeo Financial Advisors, LLC 21210.02%0.05%0.09%Q3 2017Q3 202221
Covington Capital Management 21210.02%0.03%0.06%Q3 2017Q3 202221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.04%0.45%0.90%Q3 2018Q3 202321
Ironwood Wealth Management, LLC. 1210.60%0.88%1.81%Q3 2017Q3 202321
TODD ASSET MANAGEMENT LLC 21210.01%0.02%0.02%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.12%0.21%0.56%Q3 2018Q3 202321
IBEX WEALTH ADVISORS 2010.00%0.41%0.64%Q4 2016Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.30%0.68%Q3 2018Q3 202321
Vista Private Wealth Partners. LLC 21210.41%1.06%1.86%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.29%0.71%1.42%Q1 2015Q2 202021
JONES FINANCIAL COMPANIES LLLP 2010.00%0.06%0.17%Q2 2013Q3 202321
Plante Moran Financial Advisors, LLC 1710.01%2.74%15.36%Q3 2014Q3 202321
RiverGlades Family Offices LLC 1410.26%2.09%4.86%Q4 2017Q3 202321
Moors & Cabot, Inc. 1920.02%0.05%0.17%Q3 2016Q4 202221
Confluence Wealth Management LLC 21210.18%0.75%1.03%Q3 2015Q3 202021
Dynamic Advisor Solutions LLC 1810.05%0.14%0.34%Q2 2017Q3 202321
Bouchey Financial Group Ltd 1470.05%0.54%1.10%Q2 2015Q4 202121
Checchi Capital Advisers, LLC 2010.03%0.08%0.17%Q4 2017Q3 202321
Fort Point Capital Partners LLC 1290.07%1.06%2.46%Q2 2015Q3 202321
SADOFF INVESTMENT MANAGEMENT LLC 21210.30%0.42%0.59%Q3 2017Q3 202221
WOLVERINE TRADING, LLC 410.00%0.00%0.02%Q2 2016Q3 202321
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.04%Q4 2014Q2 202221
FIDUCIARY TRUST CO 21210.03%0.25%0.44%Q3 2018Q3 202321
Renaissance Technologies 1120.00%0.01%0.02%Q4 2017Q3 202320
NewEdge Advisors, LLC 20200.02%0.05%0.09%Q4 2018Q3 202320
Smart Money Group LLC 20200.39%0.79%1.40%Q4 2017Q3 202220
Gryphon Financial Partners LLC 20200.20%0.32%0.49%Q3 2018Q2 202320
Morningstar Investment Services LLC 20200.18%0.24%0.29%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.01%0.06%0.19%Q4 2018Q3 202320
Elm Partners Management LLC 20200.18%0.96%1.87%Q4 2018Q3 202320
Evercore Wealth Management, LLC 1210.00%0.00%0.02%Q2 2013Q3 201920
Beacon Pointe Advisors, LLC 20200.36%0.97%2.23%Q4 2018Q3 202320
Brio Consultants, LLC 20200.09%0.55%2.44%Q4 2018Q3 202320
TIEDEMANN ADVISORS, LLC 20200.11%0.28%0.74%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.30%0.63%0.95%Q4 2018Q3 202320
Full Sail Capital, LLC 20201.26%3.96%7.44%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.20%1.38%2.08%Q4 2018Q3 202320
Waverly Advisors, LLC 20200.11%0.29%0.58%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.02%0.08%0.51%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.05%0.11%0.33%Q4 2018Q3 202320
VERITY Wealth Advisors 20200.27%0.44%0.66%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.03%0.45%3.81%Q4 2018Q3 202320
Apollon Wealth Management, LLC 20200.25%1.27%3.63%Q4 2018Q3 202320
PARSONS CAPITAL MANAGEMENT INC/RI 20200.09%0.12%0.15%Q1 2015Q4 201920
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.10%1.01%1.63%Q4 2018Q3 202320
PRUDENTIAL FINANCIAL INC 20200.00%0.02%0.06%Q4 2018Q3 202320
Summit Financial, LLC 20200.16%0.45%1.18%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.01%0.07%0.11%Q2 2013Q1 201820
CRA Financial Services, LLC 20200.08%0.16%0.28%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.17%1.35%3.00%Q4 2018Q3 202320
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20202.02%3.14%4.63%Q4 2018Q3 202320
Retirement Planning Group, LLC 20200.19%0.42%0.60%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.14%0.86%2.71%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.12%0.23%0.30%Q4 2018Q3 202320
Huntington Steele LLC 20200.50%0.76%1.09%Q2 2013Q1 201820
Sand Hill Global Advisors, LLC 20200.06%0.38%1.70%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.23%1.23%2.97%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.00%0.26%0.43%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.10%0.17%0.28%Q4 2018Q3 202320
Atwater Malick LLC 20200.10%0.21%0.49%Q4 2018Q3 202320
FineMark National Bank & Trust 1210.01%0.02%0.03%Q2 2013Q4 202220
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
American Portfolios Advisors 20200.08%0.12%0.18%Q4 2017Q3 202220
PFS INVESTMENTS INC. 20200.09%0.66%1.08%Q3 2018Q2 202320
INVESTMENT PARTNERS, LTD. 1910.07%0.64%1.96%Q1 2015Q3 202320
Sterneck Capital Management, LLC 20200.15%0.19%0.26%Q2 2013Q1 201820
Simply Money Advisors 20200.41%1.59%4.52%Q2 2013Q1 201820
Financial Engines Advisors L.L.C. 20200.02%0.35%0.83%Q4 2018Q3 202320
COMERICA SECURITIES INC 1190.05%0.24%1.13%Q2 2013Q4 201820
Vantage Investment Advisors, LLC 20200.09%0.12%0.21%Q4 2013Q3 201820
Wealthspire Advisors, LLC 20200.27%0.72%1.61%Q4 2018Q3 202320
QUADRANT CAPITAL GROUP LLC 1280.00%0.03%0.07%Q3 2016Q3 202220
Edelman Financial Services, LLC 20200.00%0.03%0.04%Q1 2014Q4 201820
Waldron Private Wealth LLC 20200.29%1.13%3.75%Q4 2018Q3 202320
Riverview Trust Co 20200.04%1.92%3.86%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1460.00%0.01%0.04%Q2 2018Q2 202320
McAdam, LLC 1910.04%0.62%0.98%Q3 2018Q3 202320
Florin Court Capital LLP 720.43%5.55%19.51%Q1 2017Q2 202320
MANAGED ACCOUNT SERVICES INC 20200.30%0.56%0.84%Q4 2016Q3 202120
METROPOLITAN LIFE INSURANCE CO/NY 1280.00%0.21%0.43%Q2 2013Q2 201820
Pinnacle Bancorp, Inc. 20200.14%0.36%1.06%Q4 2018Q3 202320
Csenge Advisory Group 1610.01%0.10%0.21%Q3 2017Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.23%0.82%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.29%0.46%0.79%Q4 2018Q3 202320
Columbus Macro, LLC 20200.24%0.37%0.58%Q4 2017Q3 202220
COMERICA SECURITIES,INC. 19190.20%0.30%0.45%Q1 2019Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.01%0.02%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.86%7.68%11.95%Q1 2014Q3 201819
Ellevest, Inc. 19190.09%6.47%7.71%Q1 2019Q3 202319
Inscription Capital, LLC 1090.24%2.77%9.98%Q4 2018Q3 202319
McNamara Financial Services, Inc. 19190.14%1.76%5.16%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.26%0.77%0.95%Q1 2019Q3 202319
Keel Point, LLC 19190.07%0.15%0.29%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.03%0.35%1.64%Q1 2019Q3 202319
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1410.04%0.14%0.33%Q2 2018Q3 202319
Insight Wealth Strategies, LLC 19190.09%0.46%0.76%Q1 2019Q3 202319
Kovitz Investment Group Partners, LLC 19190.01%0.06%0.16%Q1 2019Q3 202319
Traynor Capital Management, Inc. 19190.26%0.63%1.01%Q1 2019Q3 202319
Horan Securities, Inc. 1180.12%0.30%0.78%Q4 2018Q3 202319
PARK AVENUE SECURITIES LLC 1410.06%0.77%1.52%Q2 2016Q3 202319
SIMON QUICK ADVISORS, LLC 19190.00%0.02%0.06%Q1 2019Q3 202319
Neuberger Berman Group LLC 710.00%0.00%0.01%Q2 2013Q3 202319
Armor Investment Advisors, LLC 19190.01%0.76%1.51%Q1 2019Q3 202319
ROFFMAN MILLER ASSOCIATES INC /PA/ 1720.05%0.11%0.18%Q3 2018Q3 202319
Western Wealth Management, LLC 1180.04%0.07%0.14%Q4 2018Q3 202319
BRYN MAWR TRUST Co 1180.01%0.02%0.04%Q2 2018Q2 202319
Realta Investment Advisors 19190.11%0.18%0.37%Q1 2019Q3 202319
Alera Investment Advisors, LLC 1360.14%1.80%5.67%Q4 2018Q3 202319
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 1720.26%0.64%1.53%Q4 2017Q4 202219
HENGEHOLD CAPITAL MANAGEMENT LLC 19190.38%4.24%8.16%Q1 2019Q3 202319
KELLEHER FINANCIAL ADVISORS 1270.13%0.30%0.51%Q1 2016Q4 202019
DT Investment Partners, LLC 1720.02%0.80%2.28%Q2 2014Q3 202319
Ally Invest Advisors Inc. 19190.14%1.91%2.37%Q1 2019Q3 202319
Baystate Wealth Management LLC 910.00%0.21%0.73%Q2 2013Q3 202319
Fairhaven Wealth Management, LLC 1720.15%1.37%5.87%Q4 2018Q3 202319
WealthOne, LLC 19190.10%0.40%0.99%Q4 2018Q2 202319
BOENNING & SCATTERGOOD, INC. 19190.06%0.09%0.13%Q2 2018Q4 202219
One Wealth Advisors, LLC 1270.05%1.30%4.38%Q4 2017Q3 202319
PALLADIUM PARTNERS LLC 910.03%0.11%0.20%Q2 2013Q3 201919
IFC Holdings Incorporated/FL 19190.06%0.14%0.41%Q2 2013Q4 201719
NORTHSTAR INVESTMENT ADVISORS LLC 19190.05%0.23%0.55%Q2 2013Q4 201719
TSFG, LLC 19190.00%0.10%0.50%Q1 2019Q3 202319
Sound Income Strategies, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
WBH ADVISORY INC 1630.05%0.11%0.30%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.74%1.16%1.58%Q1 2019Q3 202319
Altium Wealth Management LLC 19190.06%0.35%1.50%Q4 2017Q2 202219
First National Bank of South Miami 19191.78%2.38%3.57%Q4 2018Q2 202319
Enterprise Bank & Trust Co 19191.43%2.06%2.81%Q1 2019Q3 202319
ETF Portfolio Partners, Inc. 1710.16%0.37%0.61%Q1 2016Q1 202218
MONROE BANK & TRUST/MI 1230.02%0.08%0.17%Q2 2013Q2 201818
HARVEY CAPITAL MANAGEMENT INC 990.18%0.28%0.50%Q1 2019Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 1510.00%0.04%0.09%Q3 2015Q3 202318
EASTERN BANK 18180.02%0.45%1.84%Q2 2013Q3 201718
TRUST CO OF VERMONT 810.00%0.02%0.07%Q4 2016Q3 202218
KANAWHA CAPITAL MANAGEMENT LLC 18180.03%0.21%0.48%Q2 2019Q3 202318
Laird Norton Wetherby Wealth Management, LLC 1120.00%0.21%0.58%Q3 2017Q3 202318
Commonwealth Equity Services, Inc 18180.07%0.11%0.18%Q2 2013Q3 201718
BROWN ADVISORY INC 1080.00%0.00%0.01%Q1 2019Q3 202318
DIVIDEND ASSETS CAPITAL, LLC 18180.08%0.17%0.26%Q2 2019Q3 202318
Dorsey & Whitney Trust CO LLC 18180.03%0.10%0.26%Q2 2019Q3 202318
Greenwich Investment Management, Inc. 1440.30%3.14%7.79%Q2 2017Q3 202218
Savant Capital, LLC 18180.04%0.23%0.42%Q2 2019Q3 202318
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1170.34%10.93%14.12%Q2 2016Q4 202018
Live Your Vision, LLC 18180.83%2.81%4.07%Q4 2014Q1 201918
Clear Harbor Asset Management, LLC 1510.01%0.07%0.12%Q3 2017Q1 202318
Diligent Investors, LLC 18180.12%0.20%0.28%Q2 2019Q3 202318
NAPLES GLOBAL ADVISORS, LLC 18180.06%0.22%0.34%Q2 2019Q3 202318
Cordasco Financial Network 18180.04%0.26%1.39%Q4 2016Q1 202118
SVB WEALTH LLC 18180.00%0.03%0.10%Q2 2019Q3 202318
Dakota Wealth Management 18180.07%0.21%0.36%Q2 2019Q3 202318
Pointe Capital Management LLC 1710.09%0.46%1.27%Q4 2016Q1 202318
Squarepoint Ops LLC 710.00%0.12%0.60%Q2 2016Q4 202118
Paracle Advisors, LLC 18180.88%3.57%6.97%Q4 2016Q1 202118
CPWM, LLC 1710.02%0.04%0.09%Q4 2012Q1 202218
Clear Perspective Advisors, LLC 1170.05%0.14%0.31%Q4 2016Q4 202118
Fieldpoint Private Securities, LLC 1710.00%0.83%1.40%Q1 2017Q2 202218
Verdence Capital Advisors LLC 18180.05%0.08%0.14%Q2 2019Q3 202318
Cypress Wealth Services, LLC 18180.38%0.92%1.40%Q2 2019Q3 202318
Financial Partners Group, Inc 1350.06%0.69%1.95%Q4 2018Q2 202318
Signature Wealth Management Group 18180.25%0.32%0.42%Q4 2017Q1 202218
Lutz Financial Services LLC 18180.31%0.92%1.42%Q2 2019Q3 202318
Ellis Investment Partners, LLC 18180.02%0.07%0.12%Q2 2019Q3 202318
ERn Financial, LLC 18180.04%1.90%5.10%Q4 2018Q1 202318
RDA Financial Network 18180.15%0.30%0.51%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.11%0.39%0.75%Q2 2019Q3 202318
MANNING & NAPIER ADVISORS LLC 18180.11%0.16%0.22%Q2 2013Q3 201718
FIFTH THIRD SECURITIES, INC. 810.18%0.69%2.61%Q1 2016Q3 202318
PRICE T ROWE ASSOCIATES INC /MD/ 1620.00%0.00%0.00%Q4 2018Q3 202318
CENTAURUS FINANCIAL, INC. 1610.01%0.05%0.10%Q2 2018Q3 202318
MEEDER ASSET MANAGEMENT INC 17170.01%0.49%2.81%Q3 2019Q3 202317
Stonebridge Capital Advisors LLC 1160.00%0.02%0.05%Q1 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.30%0.41%0.58%Q3 2019Q3 202317
TWIN FOCUS CAPITAL PARTNERS, LLC 17170.12%0.20%0.41%Q3 2014Q3 201817
ZACKS INVESTMENT MANAGEMENT 610.00%0.01%0.02%Q3 2016Q3 202317
MainStreet Investment Advisors LLC 1610.04%0.49%1.19%Q4 2018Q3 202317
Pensionmark Financial Group, LLC 17170.24%0.53%0.78%Q3 2019Q3 202317
IFG Advisors, LLC 17170.28%3.92%8.26%Q3 2019Q3 202317
HOLLENCREST CAPITAL MANAGEMENT 810.00%0.16%0.32%Q2 2016Q3 202317
Relative Value Partners Group, LLC 1070.02%0.41%2.20%Q2 2019Q3 202317
RITHOLTZ WEALTH MANAGEMENT 1510.02%0.56%3.18%Q4 2016Q2 202217
WINTRUST INVESTMENTS LLC 1110.03%0.07%0.16%Q2 2016Q3 202317
Pacifica Partners Inc. 17170.01%0.05%0.14%Q4 2019Q4 202317
MBM Wealth Consultants, LLC 1520.01%1.65%2.36%Q4 2018Q1 202317
Beacon Harbor Wealth Advisors, Inc. 1340.08%0.13%0.21%Q2 2019Q3 202317
FARMERS & MERCHANTS INVESTMENTS INC 17170.00%0.00%0.00%Q2 2019Q2 202317
WFG Advisors, LP 17170.01%0.03%0.13%Q2 2013Q2 201717
Highland Private Wealth Management 1610.06%0.08%0.11%Q2 2018Q3 202217
CONDOR CAPITAL MANAGEMENT 17170.04%0.78%1.21%Q4 2018Q4 202217
HighTower Trust Company, N.A. 1610.04%0.07%0.18%Q3 2013Q2 202217
Gladstone Institutional Advisory LLC 17170.02%0.06%0.10%Q3 2019Q3 202317
Choate Investment Advisors 740.00%1.22%5.71%Q4 2016Q3 202317
CITIZENS FINANCIAL GROUP INC/RI 810.01%0.44%2.72%Q4 2015Q3 202317
Venturi Wealth Management, LLC 17170.05%0.50%0.78%Q3 2019Q3 202317
TD Capital Management LLC 17170.57%1.69%3.12%Q3 2019Q3 202317
Stratos Investment Management, LLC 17170.07%0.13%0.49%Q3 2019Q3 202317
Chesapeake Wealth Management 17170.08%0.20%0.24%Q1 2018Q1 202217
Aptus Capital Advisors, LLC 17170.00%0.01%0.03%Q3 2019Q3 202317
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 17170.08%0.55%1.35%Q4 2017Q4 202117
Aviance Capital Partners, LLC 17170.09%0.20%0.37%Q1 2014Q1 201817
Crabel Capital Management, LLC 930.38%1.59%4.48%Q4 2017Q2 202317
Allen Investment Management, LLC 17170.25%1.28%3.39%Q3 2014Q3 201817
Salient Capital Advisors, LLC 17170.07%0.27%0.72%Q2 2013Q2 201717
Chicago Partners Investment Group LLC 1610.02%0.10%0.26%Q4 2016Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 17170.06%1.07%1.96%Q3 2019Q3 202317
First National Bank of Mount Dora, Trust Investment Services 17170.48%2.78%4.89%Q4 2019Q4 202317
Larson Financial Group LLC 1610.00%0.00%0.00%Q2 2019Q3 202317
Lattice Strategies LLC 1430.17%0.34%0.68%Q4 2013Q4 201817
FULTON BREAKEFIELD BROENNIMAN LLC 17170.46%0.60%0.81%Q3 2019Q3 202317
1st Global Advisors, Inc. 17170.04%0.11%0.30%Q2 2013Q2 201717
MERITAGE PORTFOLIO MANAGEMENT 17170.02%0.17%0.27%Q3 2019Q3 202317
SteelPeak Wealth, LLC 16160.20%0.26%0.36%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.11%Q4 2019Q3 202316
PFG Advisors 1150.08%0.13%0.20%Q2 2019Q3 202316
Column Capital Advisors, LLC 16160.03%2.79%7.86%Q4 2019Q3 202316
Adero Partners, LLC 16160.05%0.17%0.56%Q4 2019Q3 202316
Glassman Wealth Services 970.02%0.11%0.18%Q4 2014Q2 202316
Bernardo Wealth Planning LLC 1510.27%0.60%1.52%Q4 2018Q3 202316
WealthPLAN Partners, LLC 810.01%0.05%0.11%Q3 2016Q4 202316
Sowa Financial Group, Inc. 16161.96%2.34%2.82%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.05%0.17%Q4 2019Q3 202316
FLOW TRADERS U.S. LLC 310.03%0.65%3.36%Q4 2013Q3 202316
GRIMES & COMPANY, INC. 1240.02%0.89%4.18%Q2 2016Q4 202016
Independence Advisors, LLC 16160.19%1.46%2.85%Q4 2016Q3 202016
EAGLE GLOBAL ADVISORS LLC 1330.01%0.12%0.20%Q2 2017Q3 202316
Sunbelt Securities, Inc. 1510.01%0.10%0.22%Q4 2016Q3 202316
REILLY FINANCIAL ADVISORS, LLC 16160.01%0.04%0.06%Q1 2018Q4 202116
Parcion Private Wealth LLC 16160.11%1.52%3.00%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.05%0.15%0.31%Q4 2019Q3 202316
Providence Capital Advisors, LLC 1240.01%0.02%0.08%Q4 2018Q3 202316
Axiom Investment Management LLC 16160.18%1.01%2.34%Q4 2018Q3 202216
GREAT LAKES ADVISORS, LLC 16160.01%0.01%0.03%Q3 2014Q2 201816
Capital Wealth Alliance, LLC 16160.53%0.79%1.07%Q4 2019Q3 202316
Eldridge Investment Advisors, Inc. 1110.07%0.11%0.17%Q2 2018Q2 202316
Kovack Advisors, Inc. 1410.03%0.06%0.24%Q1 2016Q3 202216
Liquid Strategies, LLC 16162.20%5.79%12.88%Q4 2019Q3 202316
UBS AG 660.00%0.02%0.08%Q2 2013Q3 201416
SALEM INVESTMENT COUNSELORS INC 16160.01%0.02%0.04%Q4 2019Q3 202316
D.B. Root & Company, LLC 1060.09%0.20%0.46%Q4 2017Q2 202216
Visionary Wealth Advisors 16160.04%0.15%0.42%Q4 2019Q3 202316
Verde Capital Management 16160.09%0.49%1.21%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.25%0.48%0.80%Q2 2010Q3 202316
W.G. Shaheen & Associates DBA Whitney & Co 16160.04%0.06%0.11%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 1060.00%0.08%0.20%Q1 2019Q3 202316
WALLER FINANCIAL PLANNING GROUP, INC 16160.74%1.19%1.55%Q1 2020Q4 202316
SMITH, MOORE & CO. 1060.03%0.05%0.07%Q3 2019Q3 202316
Meridian Wealth Partners, LLC 16160.96%8.54%14.04%Q4 2019Q3 202316
Clean Yield Group 1010.01%0.04%0.10%Q3 2016Q3 202316
McNaughton Wealth Management, LLC 16160.61%1.30%2.48%Q4 2019Q3 202316
DOHJ, LLC 16165.23%6.52%8.85%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.00%0.02%Q3 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.30%0.81%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.00%0.00%0.01%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 1240.01%0.61%1.41%Q3 2019Q3 202316
Royal Harbor Partners, LLC 16160.11%0.22%0.60%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.06%1.10%2.63%Q4 2019Q3 202316
C M BIDWELL & ASSOCIATES LTD 1420.01%0.39%1.28%Q4 2017Q3 202316
SENTINEL PENSION ADVISORS INC 16160.11%0.20%0.60%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.04%0.34%1.08%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16161.21%1.40%1.67%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.37%0.59%1.17%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.21%3.91%6.26%Q4 2019Q3 202316
XML Financial, LLC 16160.08%1.30%2.23%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.04%0.06%0.10%Q4 2019Q3 202316
Key FInancial Inc 16160.06%0.33%0.54%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16161.93%3.46%5.30%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 16160.11%0.28%0.71%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.52%1.13%1.65%Q4 2019Q3 202316
Evensky & Katz LLC 1330.00%0.01%0.04%Q1 2019Q3 202316
Harbour Capital Advisors, LLC 810.07%0.11%0.18%Q4 2015Q3 202316
V Wealth Advisors LLC 1110.01%0.08%0.14%Q2 2017Q2 202316
Integrated Advisors Network LLC 16160.18%1.12%2.00%Q4 2019Q3 202316
Platte River Wealth Advisors, LLC 1410.14%2.62%6.87%Q4 2019Q3 202315
Beacon Financial Advisory LLC 15150.12%0.27%0.50%Q4 2019Q2 202315
KFA Private Wealth Group, LLC 1320.18%0.48%0.83%Q4 2019Q3 202315
Apella Capital, LLC 1230.54%1.49%2.05%Q1 2020Q4 202315
PBMares Wealth Management LLC 1050.09%0.61%2.04%Q4 2019Q3 202315
Qube Research & Technologies Ltd 1230.00%0.90%2.71%Q4 2019Q3 202315
TFO Wealth Partners, LLC 1320.01%0.05%0.22%Q4 2019Q3 202315
Advisor Group, Inc. 15150.04%0.08%0.18%Q2 2016Q4 201915
BlackRock Investment Management, LLC 15150.01%0.02%0.04%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.23%0.28%0.35%Q1 2020Q3 202315
SWS Partners 510.18%1.29%2.06%Q4 2017Q3 202315
Laurel Wealth Advisors, Inc. 1110.07%0.41%0.93%Q4 2015Q4 202215
Schneider Downs Wealth Management Advisors, LP 15151.89%4.43%5.66%Q1 2020Q3 202315
Westover Capital Advisors, LLC 15150.12%0.47%0.63%Q3 2018Q1 202215
Clarius Group, LLC 1110.03%0.46%0.92%Q4 2015Q3 202315
Corbenic Partners LLC 960.64%4.57%11.48%Q4 2013Q2 202215
Horst & Graben Wealth Management LLC 15150.09%0.13%0.17%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.14%0.35%0.49%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.03%0.06%0.12%Q4 2019Q2 202315
Rosenberg Matthew Hamilton 15150.06%0.18%0.56%Q1 2020Q3 202315
AMG National Trust Bank 1410.02%0.36%0.68%Q2 2019Q3 202315
Veracity Capital LLC 15150.09%0.28%0.54%Q1 2020Q3 202315
BSW Wealth Partners 1140.20%0.41%1.09%Q4 2017Q3 202315
Emerson Wealth, LLC 15150.18%0.23%0.33%Q4 2018Q2 202215
Faithward Advisors, LLC 1140.01%0.06%0.41%Q4 2019Q3 202315
Procyon Advisors, LLC 15150.15%0.34%0.47%Q1 2020Q3 202315
AdvicePeriod, LLC 15152.02%2.48%4.47%Q4 2017Q2 202115
RMR Wealth Builders 1410.01%1.26%2.75%Q4 2019Q3 202315
Archer Investment Corp 910.00%0.13%0.38%Q1 2019Q3 202315
Foster Victor Wealth Advisors, LLC 1410.02%1.10%2.10%Q4 2019Q3 202315
MSI Financial Services Inc 15150.07%0.13%0.22%Q2 2013Q4 201615
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q4 2017Q2 202315
Aft, Forsyth & Sober, LLC 15150.24%4.00%16.37%Q2 2013Q4 201615
BDO Wealth Advisors, LLC 810.00%0.02%0.10%Q2 2017Q2 202215
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.00%0.09%0.28%Q1 2020Q3 202315
Wealth Advisors of Iowa, LLC 15150.67%0.92%1.06%Q1 2020Q3 202315
Asset Dedication, LLC 510.00%0.00%0.04%Q4 2015Q3 202315
EisnerAmper Wealth Management Corporate Benefits, LLC 15150.96%1.40%1.66%Q2 2020Q4 202315
HBC Financial Services, PLLC 1238.50%10.13%12.54%Q4 2019Q3 202315
Merit Financial Group, LLC 870.01%0.07%0.14%Q4 2019Q3 202315
Arden Trust Co 15150.15%0.59%1.10%Q2 2020Q4 202315
CLIENT 1ST ADVISORY GROUP, LLC 15150.14%0.34%0.56%Q1 2020Q3 202315
Soros Fund Management 15150.35%0.53%1.38%Q1 2020Q3 202315
Graypoint LLC 15150.24%0.51%0.70%Q1 2020Q3 202315
Wakefield Asset Management LLLP 15150.14%0.25%0.43%Q1 2020Q3 202315
Columbia Trust Co 01012016 1230.75%1.34%2.13%Q4 2019Q3 202315
Hummer Financial Advisory Services Inc 1320.49%0.59%0.85%Q4 2019Q3 202315
Cardinal Strategic Wealth Guidance 15150.15%7.92%10.62%Q1 2020Q3 202315
Strategic Blueprint, LLC 14140.07%0.16%0.29%Q2 2020Q3 202314
Parisi Gray Wealth Management 860.08%0.11%0.15%Q4 2017Q1 202214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1220.01%0.21%2.65%Q4 2014Q3 201814
Sabal Trust CO 1220.02%0.04%0.10%Q2 2013Q3 202314
ONE Advisory Partners, LLC 14142.14%4.43%6.02%Q2 2020Q3 202314
Walkner Condon Financial Advisors LLC 14140.06%0.53%1.28%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 410.00%0.01%0.08%Q1 2015Q3 202314
Snowden Capital Advisors LLC 1010.00%0.15%0.37%Q1 2016Q4 202214
First Ascent Asset Management, LLC 14140.04%4.32%6.55%Q4 2019Q1 202314
Bank OZK 1040.09%0.13%0.30%Q4 2019Q2 202314
Bernicke Wealth Management, Ltd. 14140.80%6.34%9.09%Q1 2017Q2 202014
Resonant Capital Advisors, LLC 14140.22%0.74%1.20%Q2 2020Q3 202314
Blue Zone Wealth Advisors, LLC 14140.35%0.68%1.10%Q4 2019Q1 202314
WADDELL & REED FINANCIAL INC 1130.01%0.05%0.13%Q1 2016Q1 202114
AMARILLO NATIONAL BANK 14140.10%0.15%0.30%Q2 2017Q3 202014
Wealth Alliance 14140.19%0.35%0.53%Q2 2020Q3 202314
Wealthstar Advisors, LLC 1040.19%0.75%1.02%Q2 2019Q3 202314
Cerity Partners LLC 1220.05%0.18%0.30%Q1 2020Q3 202314
BOKF, NA 510.00%0.01%0.08%Q4 2018Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 14140.07%0.25%0.58%Q2 2020Q3 202314
NIXON PEABODY TRUST CO 14140.12%0.17%0.23%Q2 2018Q3 202114
Teamwork Financial Advisors, LLC 14140.04%0.11%0.19%Q2 2020Q3 202314
KMG FIDUCIARY PARTNERS, LLC 14140.12%0.18%0.27%Q2 2020Q3 202314
Tolleson Wealth Management, Inc. 14140.28%0.48%0.82%Q2 2020Q3 202314
Annex Advisory Services, LLC 710.03%0.54%1.17%Q2 2013Q3 202314
Peak Asset Management, LLC 1130.07%0.09%0.14%Q4 2016Q4 202014
LIBERTY WEALTH MANAGEMENT LLC 1310.01%0.13%1.47%Q4 2018Q2 202314
PRINCIPAL FINANCIAL GROUP INC 14140.00%0.00%0.01%Q4 2018Q1 202214
Princeton Global Asset Management LLC 1220.01%0.04%0.21%Q1 2020Q3 202314
TrinityPoint Wealth, LLC 14140.07%0.25%0.43%Q2 2020Q3 202314
Advisory Resource Group 14140.42%0.49%0.64%Q2 2020Q3 202314
BRINKER CAPITAL INC 860.17%1.62%3.80%Q3 2015Q2 202014
Hamilton Wealth, LLC 860.16%0.83%7.16%Q1 2020Q3 202314
Centric Wealth Management 14140.07%0.19%0.78%Q4 2018Q1 202214
Shamrock Asset Management LLC 14140.02%0.05%0.13%Q2 2016Q3 201914
NORTHERN CAPITAL MANAGEMENT LLC 14140.17%0.26%0.33%Q3 2015Q4 201814
VISTA INVESTMENT MANAGEMENT 920.11%0.27%0.55%Q4 2017Q3 202314
Avondale Wealth Management 14140.17%0.44%0.57%Q2 2019Q3 202214
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14140.23%0.41%0.75%Q2 2020Q3 202314
Rice Partnership, LLC 1040.05%0.07%0.22%Q2 2019Q3 202314
Cribstone Capital Management, LLC 14140.05%0.06%0.09%Q2 2016Q3 201914
Bristlecone Advisors, LLC 610.03%0.09%0.13%Q4 2015Q3 202314
Legacy Financial Advisors, Inc. 730.06%0.74%3.10%Q1 2019Q3 202314
Independence Bank of Kentucky 14140.06%0.14%0.20%Q2 2020Q3 202314
Yellowstone Partners, LLC 1220.16%0.37%0.84%Q4 2013Q4 201714
Maryland Capital Management 1130.03%0.07%0.13%Q4 2018Q3 202214
STEEL GROVE CAPITAL ADVISORS, LLC 620.06%1.01%3.80%Q2 2013Q3 202313
Insight Wealth Partners, LLC 13130.41%2.11%3.96%Q3 2020Q3 202313
FUKOKU MUTUAL LIFE INSURANCE Co 13131.27%1.50%1.88%Q3 2020Q3 202313
Rossmore Private Capital 13130.07%0.20%0.80%Q3 2020Q3 202313
LexAurum Advisors, LLC 720.07%0.23%0.68%Q4 2017Q2 202313
Thomasville National Bank 910.02%0.03%0.12%Q3 2017Q3 202313
Wiser Wealth Management, Inc 13130.26%0.55%1.61%Q4 2020Q4 202313
J.W. COLE ADVISORS, INC. 810.07%0.17%0.35%Q4 2019Q3 202313
BANK OF HAWAII 760.01%0.44%1.07%Q2 2020Q3 202313
TBH Global Asset Management, LLC 13130.06%0.51%1.88%Q4 2019Q4 202213
JAG CAPITAL MANAGEMENT, LLC 810.04%0.09%0.16%Q2 2014Q4 202113
MA Private Wealth 850.08%0.12%0.17%Q4 2018Q1 202213
Ledyard National Bank 940.00%0.56%1.95%Q1 2017Q3 202313
Robertson Stephens Wealth Management, LLC 13130.05%0.44%1.26%Q3 2020Q3 202313
Altus Wealth Management, LLC 13130.28%0.83%1.40%Q3 2020Q3 202313
MetLife Investment Management, LLC 820.01%0.06%0.15%Q3 2018Q4 202213
LITTLE HOUSE CAPITAL LLC 710.15%0.24%0.42%Q4 2018Q3 202313
VSR Financial Services, Inc. 13130.04%0.21%0.64%Q2 2013Q2 201613
PFG Private Wealth Management, LLC 13130.83%1.15%1.64%Q4 2019Q4 202213
Lokken Investment Group LLC 1210.38%0.59%0.95%Q1 2012Q3 202313
Linscomb & Williams, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
CGN Advisors LLC 13130.18%0.95%2.41%Q4 2020Q4 202313
Weaver Consulting Group 13130.07%0.13%0.17%Q1 2019Q1 202213
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.11%0.24%0.53%Q3 2016Q3 201913
Founders Financial Alliance, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
Essex Savings Bank 13130.14%0.43%1.68%Q3 2020Q3 202313
FLC Capital Advisors 13130.08%0.16%0.24%Q2 2020Q2 202313
Independence Wealth Advisors, Inc. 13130.67%2.57%3.95%Q4 2017Q4 202013
WASHINGTON TRUST BANK 910.00%0.02%0.04%Q1 2014Q3 202213
Single Point Partners, LLC 612.02%4.50%7.01%Q4 2019Q3 202313
Ancora Advisors LLC 1110.00%0.00%0.02%Q4 2016Q3 202313
NATIONAL PLANNING CORP 940.02%0.17%0.56%Q1 2014Q3 201713
Bogart Wealth, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
ZEKE CAPITAL ADVISORS, LLC 13130.68%1.86%4.23%Q4 2019Q4 202213
Advisory Alpha, LLC 1120.00%0.09%0.16%Q2 2018Q3 202313
Parsec Financial Management, Inc. 13130.03%0.18%0.60%Q1 2020Q1 202313
NOTTINGHAM ADVISORS, INC. 13130.04%0.11%0.24%Q4 2014Q4 201713
Riverpoint Wealth Management Holdings, LLC 13130.11%0.21%0.37%Q3 2018Q3 202113
CreativeOne Wealth, LLC 13130.03%0.08%0.16%Q3 2020Q3 202313
NWAM LLC 1210.07%0.15%0.22%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.12%0.20%Q3 2020Q3 202313
Burt Wealth Advisors 13130.25%2.05%3.64%Q3 2020Q3 202313
Wade Financial Advisory, Inc 13130.58%0.80%1.08%Q4 2019Q4 202213
CATALYST PRIVATE WEALTH, LLC 13130.13%0.88%2.62%Q3 2020Q3 202313
Baron Financial Group, LLC 13130.17%1.54%2.82%Q3 2020Q3 202313
Nuveen Asset Management, LLC 1210.00%0.03%0.25%Q2 2013Q4 201613
PATHSTONE FAMILY OFFICE, LLC 630.01%0.29%0.83%Q2 2013Q3 202313
Private Capital Group, LLC 13130.07%0.12%0.42%Q4 2017Q4 202013
VALLEY NATIONAL ADVISERS INC 710.01%0.21%0.67%Q4 2014Q3 202313
TRUE Private Wealth Advisors 13130.04%0.63%3.46%Q3 2020Q3 202313
First Heartland Consultants, Inc. 610.02%0.12%0.24%Q2 2013Q2 202013
Wealth CMT 664.32%8.34%13.26%Q1 2020Q1 202312
MidWestOne Financial Group, Inc. 12120.40%0.92%1.24%Q4 2020Q3 202312
CAMG Solamere Management, LLC 12120.14%0.21%0.27%Q4 2018Q3 202112
Smith Anglin Financial, LLC 12120.05%0.15%0.34%Q4 2020Q3 202312
Ackerman Capital Advisors, LLC 840.24%9.85%24.69%Q2 2020Q3 202312
Independent Portfolio Consultants, Inc. 12120.04%0.25%0.45%Q3 2014Q2 201712
Veery Capital, LLC 12123.83%4.57%5.49%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.21%0.84%1.51%Q4 2020Q3 202312
WADE G W & INC 720.01%0.33%0.88%Q4 2019Q3 202312
FSA Wealth Management LLC 1110.13%0.43%0.72%Q4 2019Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.97%3.14%4.96%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.23%0.32%0.37%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12121.24%1.51%1.92%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.72%1.53%2.66%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12121.51%2.93%5.02%Q4 2020Q3 202312
Benchmark Wealth Management, LLC 12120.44%0.55%0.86%Q4 2019Q3 202212
ROPES WEALTH ADVISORS LLC 530.01%0.06%0.11%Q4 2016Q3 202312
Magnus Financial Group LLC 610.03%0.14%0.27%Q4 2018Q2 202212
Running Point Capital Advisors, LLC 12120.34%1.23%2.68%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.33%0.48%0.69%Q4 2019Q3 202312
Johnson Bixby & Associates, LLC 12120.17%0.47%0.82%Q4 2020Q3 202312
1834 INVESTMENT ADVISORS CO 12120.02%0.02%0.02%Q4 2017Q3 202012
West Financial Advisors, LLC 12120.16%6.80%12.72%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.08%0.13%0.19%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.57%3.15%6.16%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Journey Advisory Group, LLC 12120.03%0.17%0.30%Q4 2020Q3 202312
HMS Capital Management, LLC 910.12%0.27%0.42%Q3 2016Q3 202312
Main Street Financial Solutions, LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
Strategic Financial Planning, Inc. 930.19%0.31%0.40%Q4 2019Q2 202312
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 12120.63%1.68%2.56%Q4 2020Q3 202312
Innova Wealth Partners 12120.53%1.02%1.47%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.06%0.16%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.06%0.15%0.22%Q4 2020Q3 202312
MOTCO 620.00%0.01%0.01%Q2 2013Q3 202312
McKinley Carter Wealth Services, Inc. 12120.09%1.23%1.91%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
StoneX Group Inc. 910.15%0.62%1.73%Q4 2019Q3 202312
Leelyn Smith, LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
Oakwell Private Wealth Management, LLC 12121.46%3.22%5.90%Q4 2020Q3 202312
MayTech Global Investments, LLC 12120.63%0.78%1.12%Q3 2019Q2 202212
Renasant Bank 12120.42%0.60%1.01%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12121.80%4.32%5.13%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.32%3.85%6.25%Q4 2020Q3 202312
STRATEGY ASSET MANAGERS LLC 810.02%0.10%0.19%Q2 2013Q2 202212
Galvin, Gaustad & Stein, LLC 12120.28%0.40%0.51%Q4 2020Q3 202312
Red Wave Investments LLC 12121.06%1.82%2.57%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.00%0.10%0.15%Q4 2020Q3 202312
Concord Wealth Partners 12120.31%1.55%9.60%Q4 2020Q3 202312
MRA Advisory Group 12120.20%0.24%0.30%Q4 2020Q3 202312
Klingman & Associates, LLC 12120.06%0.10%0.16%Q4 2014Q3 201712
Virtu KCG Holdings LLC 510.01%0.03%0.10%Q3 2013Q2 201712
ADE, LLC 12120.44%2.56%7.03%Q4 2020Q3 202312
Alaska Permanent Capital Management 1110.10%0.53%1.20%Q3 2013Q1 201912
TFC Financial Management, Inc. 1110.00%0.06%0.32%Q3 2020Q3 202312
Aurora Private Wealth, Inc. 12120.11%0.15%0.22%Q4 2019Q3 202212
Safir Wealth Advisors, LLC 12121.11%1.72%2.12%Q4 2020Q3 202312
FOCUS Wealth Advisors, LLC 12120.59%1.03%1.36%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12120.80%1.20%1.69%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.02%0.04%0.08%Q1 2019Q2 202212
FIRST UNITED BANK & TRUST 12120.08%0.13%0.18%Q2 2019Q1 202212
Barrington Strategic Wealth Management Group LLC 12120.22%0.37%0.59%Q4 2014Q3 201712
Gerber Kawasaki Wealth & Investment Management 12120.00%0.19%0.42%Q4 2020Q3 202312
Avalon Investment & Advisory 12120.01%0.03%0.05%Q2 2020Q1 202312
Hilltop Holdings Inc. 840.05%0.11%0.19%Q1 2015Q4 202112
Prosperity Planning, Inc. 12121.14%1.46%1.88%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.13%0.21%Q4 2018Q3 202112
Regent Peak Wealth Advisors LLC 12120.07%0.12%0.15%Q4 2019Q3 202212
4J Wealth Management LLC 12121.55%2.27%3.76%Q4 2020Q3 202312
BALLAST ADVISORS LLC 12120.04%0.12%0.26%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.00%0.05%0.08%Q2 2013Q1 201612
ATWOOD & PALMER INC 12120.00%0.01%0.01%Q3 2019Q2 202212
Cadent Capital Advisors, LLC 12120.42%0.89%1.17%Q4 2020Q3 202312
Arkadios Wealth Advisors 1110.07%0.16%0.33%Q4 2019Q3 202312
NewEdge Wealth, LLC 12120.16%0.27%0.54%Q4 2020Q3 202312
LYELL WEALTH MANAGEMENT, LP 12120.04%0.05%0.07%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.60%0.88%1.29%Q4 2020Q3 202312
CAHILL FINANCIAL ADVISORS INC 12120.17%0.32%0.51%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.04%1.97%5.47%Q4 2020Q3 202312
Sage Advisory Services, Ltd.Co. 12120.08%0.22%0.54%Q2 2017Q1 202012
Financial Network Wealth Management LLC 12120.22%0.59%1.11%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.07%0.35%0.58%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.07%0.20%Q4 2020Q3 202312
ATLAS CAPITAL ADVISORS LLC 810.02%0.06%0.16%Q3 2019Q3 202312
B. Riley Financial, Inc. 12120.26%0.42%0.59%Q4 2015Q3 201812
Main Management LLC 1020.01%0.01%0.03%Q3 2020Q3 202312
EVERETT HARRIS & CO /CA/ 12120.01%0.01%0.01%Q1 2020Q4 202212
Aft, Forsyth & Sober, LLC 12120.10%3.36%8.07%Q4 2019Q3 202212
MBA Advisors LLC 11110.15%0.27%0.43%Q1 2021Q3 202311
Doyle Wealth Management 910.01%0.02%0.04%Q4 2018Q1 202211
Syverson Strege & Co 11110.21%0.72%1.53%Q4 2020Q2 202311
Redhawk Wealth Advisors, Inc. 11110.05%0.45%1.88%Q3 2020Q1 202311
RKL Wealth Management LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Venture Visionary Partners LLC 11110.02%0.04%0.06%Q4 2020Q2 202311
Gemmer Asset Management LLC 650.00%0.02%0.07%Q3 2016Q4 202111
RIVERSEDGE ADVISORS, LLC 830.99%2.79%7.19%Q2 2019Q3 202311
Olympiad Research LP 1010.43%2.10%6.34%Q4 2019Q3 202211
ALBION FINANCIAL GROUP /UT 1010.00%0.17%0.38%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.28%0.34%0.41%Q4 2017Q2 202011
Element Wealth, LLC 1010.04%0.05%0.06%Q4 2019Q3 202211
COLTON GROOME FINANCIAL ADVISORS, LLC 11110.17%0.52%1.11%Q1 2021Q3 202311
ASSOCIATED BANC-CORP 910.01%0.03%0.04%Q2 2013Q3 202311
PRIVATE CAPITAL MANAGEMENT LLC 740.06%0.15%0.23%Q4 2020Q3 202311
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.05%0.09%0.14%Q1 2021Q3 202311
SG Americas Securities, LLC 11110.00%0.04%0.15%Q2 2018Q4 202011
PINNACLE FINANCIAL PARTNERS INC 410.01%0.02%0.04%Q2 2020Q3 202311
Aries Wealth Management 650.20%0.25%0.30%Q4 2020Q3 202311
LAKE STREET FINANCIAL LLC 810.05%0.26%0.40%Q3 2019Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.03%0.04%0.05%Q1 2021Q3 202311
Spectrum Management Group, LLC 1010.02%0.13%0.23%Q4 2013Q3 202211
CURIAN CAPITAL LLC 11110.04%0.07%0.09%Q2 2013Q4 201511
Benedetti & Gucer, Inc. 11110.23%1.00%2.12%Q1 2021Q3 202311
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1010.01%0.30%1.10%Q1 2017Q3 202211
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 740.03%2.87%5.01%Q4 2016Q3 202311
Bison Wealth, LLC 11110.01%0.06%0.11%Q4 2019Q2 202211
Bay Harbor Wealth Management, LLC 11110.01%0.03%0.08%Q3 2019Q1 202211
MV CAPITAL MANAGEMENT, INC. 11110.00%0.18%0.95%Q1 2016Q3 201811
Canvas Wealth Advisors, LLC 11110.22%0.97%2.26%Q1 2021Q3 202311
Spire Wealth Management 11110.03%0.09%0.16%Q1 2021Q3 202311
Engrave Wealth Partners LLC 11110.21%0.65%1.05%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.03%0.23%0.44%Q4 2020Q2 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.10%2.13%3.54%Q4 2020Q3 202311
Financial Insights, Inc. 610.12%0.99%3.93%Q1 2020Q3 202311
ALLSTATE CORP 1010.40%4.50%18.94%Q1 2020Q3 202311
UMB Bank, n.a. 810.00%0.00%0.01%Q4 2015Q3 202311
DFPG INVESTMENTS, LLC 430.10%0.28%0.86%Q2 2019Q3 202311
Wellspring Financial Advisors, LLC 920.10%0.18%0.54%Q1 2020Q1 202311
Auxano Advisors, LLC 11110.74%1.85%2.89%Q1 2020Q3 202211
FIRST AMERICAN TRUST, FSB 1010.05%0.24%0.34%Q4 2019Q3 202311
3D/L Capital Management, LLC 11110.17%0.64%1.99%Q1 2021Q3 202311
Exeter Financial, LLC 11110.13%0.16%0.20%Q4 2020Q2 202311
PATRON PARTNERS, LLC 11110.27%0.61%0.84%Q1 2021Q3 202311
Williams Financial, LLC 832.13%12.58%15.03%Q4 2020Q3 202311
HHM Wealth Advisors, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Mount Yale Investment Advisors, LLC 830.02%0.13%0.87%Q1 2018Q3 202311
BerganKDV Wealth Management, LLC 11110.00%0.02%0.06%Q4 2020Q2 202311
BTS Asset Management, Inc. 1010.01%0.61%3.14%Q1 2016Q3 202311
Capital Advisors Wealth Management, LLC 11111.10%1.33%1.47%Q1 2021Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.42%0.95%1.59%Q4 2020Q3 202311
Alpha Omega Wealth Management LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
Newbridge Financial Services Group, Inc. 11110.00%0.05%0.10%Q1 2021Q3 202311
INVESTMENT CENTERS OF AMERICA INC 710.04%0.08%0.13%Q3 2013Q3 201711
Zions Bancorporation, N.A. 610.05%0.51%3.62%Q2 2020Q3 202311
UNITED BANK 610.07%0.60%3.59%Q4 2013Q3 202311
Burleson & Company, LLC 830.00%1.01%3.00%Q3 2019Q4 202211
Axiom Financial Strategies, LLC 11110.19%5.79%8.10%Q1 2020Q3 202211
CUMBERLAND ADVISORS INC 650.08%0.41%0.83%Q2 2019Q3 202311
MATHER GROUP, LLC. 11110.03%0.31%0.67%Q1 2021Q3 202311
CHOREO, LLC 810.02%0.46%1.53%Q2 2020Q3 202311
Commonwealth Financial Services, LLC 1010.07%0.72%1.88%Q4 2014Q3 202311
Narus Financial Partners, LLC 740.54%1.42%2.49%Q4 2016Q3 202311
Almanack Investment Partners, LLC. 920.03%0.22%0.64%Q4 2016Q3 202311
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.01%Q1 2013Q3 202311
OLD MISSION CAPITAL LLC 410.02%0.23%0.66%Q1 2017Q3 202311
Atlas Private Wealth Management 1010.12%0.40%0.50%Q4 2019Q2 202311
ROBINSON CAPITAL MANAGEMENT, LLC 1010.00%1.73%6.36%Q1 2017Q3 202211
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.01%Q2 2021Q3 202310
First Affirmative Financial Network 10100.51%0.77%0.99%Q3 2021Q4 202310
Center For Asset Management LLC 640.16%0.30%0.45%Q4 2020Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.08%0.18%0.27%Q4 2018Q1 202110
Prime Capital Investment Advisors, LLC 810.01%0.16%0.59%Q2 2018Q3 202310
SWMG, LLC 640.21%1.18%2.49%Q4 2020Q2 202310
Round Rock Advisors, LLC 10100.08%0.19%0.37%Q2 2021Q3 202310
Brown Advisory Securities, LLC 10100.15%0.20%0.24%Q3 2016Q4 201810
AlphaCentric Advisors LLC 730.02%0.04%0.07%Q2 2020Q3 202310
Signature Financial Management, Inc. 10100.06%0.13%0.20%Q3 2016Q4 201810
East Coast Asset Management, LLC. 610.01%0.07%0.14%Q4 2012Q3 201710
MIRSKY FINANCIAL MANAGEMENT CORP. 10100.80%1.14%1.37%Q3 2019Q4 202110
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.02%0.16%0.42%Q2 2021Q3 202310
Tempus Wealth Planning, LLC 10100.10%0.13%0.17%Q2 2021Q3 202310
Hefty Wealth Partners 10100.91%1.53%1.84%Q4 2015Q1 201810
RHS Financial, LLC 910.19%0.26%0.43%Q4 2019Q2 202310
Human Investing LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
Peninsula Wealth, LLC 10100.25%0.28%0.31%Q1 2018Q2 202010
Stokes Family Office, LLC 10100.06%0.36%0.55%Q2 2021Q3 202310
HCR Wealth Advisors 550.01%0.03%0.06%Q4 2019Q3 202310
Jaffetilchin Investment Partners, LLC 910.03%0.41%1.14%Q4 2018Q2 202210
PSI Advisors, LLC 910.01%0.01%0.03%Q4 2019Q3 202310
VAUGHAN & Co SECURITIES, INC. 10100.31%0.43%0.61%Q4 2019Q1 202210
OGOREK ANTHONY JOSEPH /NY/ /ADV 910.00%0.02%0.03%Q3 2020Q3 202310
TPB WEALTH ADVISORS 10100.51%0.96%1.46%Q4 2020Q1 202310
CAPITAL CITY TRUST CO/FL 10100.11%0.12%0.13%Q2 2021Q3 202310
PAX Financial Group, LLC 10100.05%0.15%0.21%Q2 2021Q3 202310
Minot Wealth Management LLC 10100.11%0.28%0.65%Q4 2019Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.04%0.10%0.21%Q4 2020Q3 202310
BAKER BOYER NATIONAL BANK 810.12%0.20%0.66%Q1 2018Q3 202310
Charles Schwab Investment Advisory, Inc. 610.00%0.90%2.20%Q4 2013Q3 202310
Brick & Kyle, Associates 10100.04%0.04%0.04%Q4 2014Q1 201710
S.A. Mason LLC 10100.04%0.06%0.08%Q4 2019Q1 202210
Core Wealth Advisors, Inc. 10100.08%0.12%0.20%Q4 2019Q1 202210
CUE ADVISORY SERVICES, INC. 10100.19%0.23%0.27%Q2 2015Q3 201710
IRON Financial LLC 730.10%0.12%0.14%Q4 2019Q3 202210
HARBOUR INVESTMENTS, INC. 640.04%0.06%0.12%Q1 2021Q3 202310
Kingfisher Capital LLC 910.11%0.27%1.43%Q2 2013Q3 202110
EATON VANCE MANAGEMENT 10100.00%0.03%0.06%Q2 2020Q3 202210
Trinity Wealth Management, LLC 10100.17%1.54%2.99%Q2 2021Q3 202310
Karp Capital Management Corp 730.10%0.17%0.25%Q1 2015Q1 201810
Edge Wealth Management LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
Smith, Salley & Associates 640.04%0.09%0.14%Q1 2021Q3 202310
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.10%Q1 2017Q3 202310
Accel Wealth Management 10100.04%0.12%0.22%Q4 2020Q1 202310
COLLECTIVE FAMILY OFFICE LLC 620.11%1.47%4.28%Q4 2020Q3 202310
ROVIN CAPITAL /UT/ /ADV 10100.12%0.20%0.25%Q4 2019Q1 202210
Litman Gregory Wealth Management LLC 730.00%0.01%0.08%Q1 2018Q1 202110
Winthrop Advisory Group LLC 10100.05%0.13%0.41%Q4 2019Q1 202210
F3Logic, LLC 910.03%0.06%0.11%Q4 2018Q4 202210
MOTIVE WEALTH ADVISORS 10103.38%4.83%5.52%Q2 2021Q3 202310
Invesco Ltd. 910.00%0.00%0.00%Q2 2013Q4 201610
SYM FINANCIAL Corp 620.00%0.10%0.32%Q4 2018Q2 202210
Forward Management, LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
GOFEN & GLOSSBERG LLC /IL/ 910.01%0.01%0.01%Q1 2019Q3 202210
Atlas Private Wealth Advisors 10100.10%0.63%1.89%Q2 2020Q3 202210
AJ WEALTH STRATEGIES, LLC 910.02%1.18%3.28%Q1 2020Q2 202310
Aletheian Wealth Advisors LLC 991.40%3.15%4.95%Q4 2021Q4 20239
ARS Wealth Advisors, LLC 720.05%0.12%0.25%Q4 2013Q2 20219
Sterling Financial Planning, Inc. 540.07%0.63%1.81%Q2 2021Q3 20239
ARS Wealth Advisors Group, LLC 990.18%0.22%0.29%Q3 2021Q3 20239
Sandbox Financial Partners, LLC 990.41%0.51%0.62%Q3 2021Q3 20239
TNF LLC 992.20%2.42%2.68%Q3 2021Q3 20239
MONUMENTAL FINANCIAL GROUP INC. 710.11%1.06%2.42%Q1 2021Q3 20239
Barrett Asset Management, LLC 990.00%0.08%0.16%Q3 2019Q3 20219
Alpha Cubed Investments, LLC 990.02%0.05%0.06%Q2 2020Q2 20229
MOLLER FINANCIAL SERVICES 720.10%1.87%4.70%Q1 2020Q3 20239
HM PAYSON & CO 710.01%0.01%0.02%Q4 2017Q4 20219
Paradigm Financial Advisors, LLC 630.10%0.20%0.32%Q2 2019Q4 20219
Van Hulzen Asset Management, LLC 630.02%0.08%0.15%Q2 2019Q3 20239
WELCH & FORBES LLC 510.01%0.01%0.02%Q3 2013Q3 20239
CITY HOLDING CO 990.03%0.10%0.15%Q1 2015Q1 20179
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
Integrated Wealth Management 990.47%0.55%0.68%Q1 2015Q1 20179
BRASADA CAPITAL MANAGEMENT, LP 410.08%0.13%0.23%Q4 2018Q1 20239
Hamilton Capital, LLC 610.02%0.10%0.48%Q4 2019Q4 20229
Proficio Capital Partners LLC 410.01%0.15%0.28%Q2 2016Q3 20239
Oliver Luxxe Assets LLC 990.05%0.07%0.08%Q3 2021Q3 20239
CITY NATIONAL BANK 990.01%0.02%0.03%Q3 2013Q3 20159
Smith & Howard Wealth Management, LLC 810.28%5.71%7.74%Q4 2016Q3 20239
Silicon Valley Capital Partners 810.02%0.04%0.08%Q3 2020Q3 20239
SevenBridge Financial Group, LLC 990.07%0.50%1.10%Q3 2021Q3 20239
Mosaic Family Wealth, LLC 630.00%0.10%0.25%Q4 2015Q1 20199
Cable Hill Partners, LLC 810.03%0.09%0.57%Q4 2014Q4 20179
Legacy Bridge, LLC 990.10%0.12%0.13%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.29%0.42%0.72%Q1 2020Q1 20229
AlphaMark Advisors, LLC 990.01%0.01%0.02%Q1 2020Q1 20229
Maple Capital Management, Inc. 990.03%0.06%0.08%Q3 2021Q3 20239
TOMPKINS FINANCIAL CORP 810.01%0.12%0.16%Q1 2020Q4 20239
Ameritas Investment Company, LLC 540.00%0.06%0.18%Q1 2019Q3 20219
Garner Asset Management Corp 990.33%0.68%1.12%Q2 2017Q2 20199
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.01%0.02%Q2 2020Q2 20229
Bigelow Investment Advisors, LLC 990.10%0.32%0.81%Q1 2021Q1 20239
55I, LLC 991.00%1.34%1.83%Q1 2020Q1 20229
Sanford Advisory Services, LLC 990.13%0.27%1.14%Q4 2020Q4 20229
Versant Capital Management, Inc 540.05%0.28%0.56%Q4 2015Q4 20239
Retirement Group, LLC 710.00%0.04%0.14%Q4 2019Q3 20239
Stewardship Financial Advisors, LLC 710.02%0.39%0.79%Q2 2017Q4 20209
Cooper Financial Group 540.15%0.23%0.31%Q4 2020Q3 20239
High Net Worth Advisory Group LLC 990.28%0.30%0.38%Q4 2021Q4 20239
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 991.98%2.63%3.09%Q4 2013Q4 20159
Vanguard Personalized Indexing Management, LLC 990.01%0.13%0.59%Q3 2020Q3 20229
OptiFour Integrated Wealth Management, LLC 993.04%5.61%8.97%Q4 2017Q4 20199
HILLTOP WEALTH ADVISORS, LLC 990.31%11.27%16.77%Q4 2019Q4 20219
VERUS CAPITAL PARTNERS, LLC 720.03%0.08%0.11%Q4 2019Q3 20239
FDx Advisors, Inc. 990.01%0.02%0.03%Q4 2015Q4 20179
Firestone Capital Management 410.00%0.03%0.08%Q4 2019Q3 20239
BELLEVUE ASSET MANAGEMENT, LLC 990.03%0.03%0.05%Q1 2020Q1 20229
CVA Family Office, LLC 410.01%0.02%0.04%Q1 2020Q2 20239
Emerald Advisors, LLC 990.11%0.61%1.21%Q1 2020Q1 20229
Alhambra Investment Management LLC 810.22%1.27%2.27%Q4 2019Q3 20239
CAROLINAS WEALTH CONSULTING LLC 540.00%0.02%0.04%Q3 2020Q3 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.06%0.09%Q3 2021Q3 20239
Tennessee Valley Asset Management Partners 990.13%0.33%0.50%Q3 2021Q3 20239
Hexagon Capital Partners LLC 990.00%0.01%0.03%Q3 2021Q3 20239
Spinnaker Investment Group, LLC 880.11%0.13%0.15%Q4 2021Q3 20238
Hayden Royal, LLC 880.15%0.33%0.69%Q1 2019Q4 20208
Measured Wealth Private Client Group, LLC 710.01%0.13%0.23%Q3 2018Q4 20218
DB Wealth Management Group, LLC 880.01%0.04%0.06%Q4 2020Q3 20228
Manhattan West Asset Management, LLC 881.70%3.83%10.41%Q4 2021Q3 20238
ASHFORD CAPITAL MANAGEMENT INC 880.08%0.49%1.31%Q2 2013Q1 20158
Congress Wealth Management LLC / DE / 880.05%0.14%0.22%Q4 2021Q3 20238
Lake Hills Wealth Management, LLC 880.30%0.81%1.65%Q4 2021Q3 20238
Alta Wealth Advisors LLC 880.18%0.37%0.59%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.10%0.57%2.24%Q4 2021Q3 20238
SII INVESTMENTS INC/WI 710.04%0.06%0.08%Q2 2013Q4 20178
BRIGGS ADVISORY GROUP, INC. 880.28%0.36%0.42%Q4 2021Q3 20238
PrairieView Partners, LLC 710.00%0.11%0.22%Q1 2021Q3 20238
Hudson Capital Management LLC 710.12%0.57%2.34%Q4 2017Q4 20228
OLIO Financial Planning 880.49%2.25%4.62%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.02%3.16%5.39%Q1 2022Q4 20238
Bell Investment Advisors, Inc 620.06%0.10%0.12%Q3 2021Q3 20238
Powell Investment Advisors, LLC 530.03%0.48%1.28%Q4 2019Q4 20228
NCM Capital Management, LLC 880.28%0.41%0.62%Q4 2021Q3 20238
YHB Investment Advisors, Inc. 880.07%0.15%0.36%Q4 2020Q3 20228
Rise Advisors, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.02%0.06%0.15%Q4 2020Q3 20228
MKD WEALTH COACHES, LLC 620.09%0.95%1.51%Q1 2019Q4 20218
Parasol Investment Management, LLC 880.17%0.21%0.36%Q3 2013Q2 20158
NEW SOUTH CAPITAL MANAGEMENT INC 880.01%0.01%0.02%Q2 2013Q1 20158
Apeiron RIA LLC 880.61%1.91%3.28%Q4 2021Q3 20238
Stone Point Wealth LLC 880.31%0.48%0.73%Q4 2021Q3 20238
First Allied Asset Management, Inc. 881.04%1.44%2.16%Q2 2013Q1 20158
LPWM LLC 880.19%0.65%1.05%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.04%0.09%0.15%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.50%1.36%1.98%Q4 2021Q3 20238
McBroom & Associates, LLC 880.52%0.95%1.40%Q4 2021Q3 20238
Addison Advisors LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 710.00%0.03%0.04%Q4 2017Q1 20228
Northwest Capital Management Inc 880.10%0.20%0.32%Q4 2021Q3 20238
Parkside Financial Bank & Trust 510.01%0.03%0.10%Q4 2015Q3 20238
B. Riley Wealth Management, Inc. 710.01%0.37%1.91%Q4 2018Q2 20228
CONSILIO WEALTH ADVISORS, LLC 881.07%1.28%1.56%Q4 2021Q3 20238
NOESIS CAPITAL MANGEMENT CORP 880.09%0.19%0.22%Q4 2021Q3 20238
Detalus Advisors, LLC 880.16%1.29%2.86%Q4 2021Q3 20238
Rinkey Investments 883.54%5.82%8.37%Q4 2021Q3 20238
Erickson Financial Group, LLC 880.43%0.67%0.96%Q4 2021Q3 20238
Gould Capital, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Lindenwold Advisors, INC 880.71%2.06%5.21%Q4 2021Q3 20238
Kohmann Bosshard Financial Services, LLC 880.06%0.08%0.11%Q2 2019Q1 20218
W ADVISORS, LLC 880.46%1.90%2.75%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.96%3.08%7.90%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 410.01%0.02%0.02%Q2 2019Q3 20228
HAP Trading, LLC 310.00%0.07%0.52%Q1 2020Q3 20228
STALEY CAPITAL ADVISERS INC 880.04%0.05%0.07%Q2 2013Q1 20158
Operose Advisors LLC 881.42%2.50%5.00%Q4 2021Q3 20238
GPS Wealth Strategies Group, LLC 410.00%0.00%0.01%Q2 2021Q3 20238
Johnson Midwest Financial, LLC 880.06%0.10%0.23%Q4 2020Q3 20228
HILL ISLAND FINANCIAL LLC 880.10%0.32%0.71%Q4 2021Q3 20238
Motley Fool Wealth Management, LLC 610.05%0.17%0.23%Q1 2021Q2 20238
Morton Brown Family Wealth, LLC 880.52%6.58%9.78%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.17%1.41%2.13%Q4 2021Q3 20238
Summit Equities Inc 880.18%0.30%0.42%Q4 2016Q3 20188
Newton One Investments LLC 440.41%0.74%1.11%Q2 2021Q3 20238
Stokes Capital Advisors, LLC 710.07%0.46%0.69%Q2 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.78%0.96%1.30%Q4 2021Q3 20238
USAdvisors Wealth Management, LLC 620.18%0.56%0.84%Q3 2019Q2 20228
Wealth Alliance Advisory Group, LLC 440.10%0.96%2.18%Q4 2017Q3 20238
Stephens Consulting, LLC 880.32%2.78%13.22%Q4 2021Q3 20238
Client First Capital LLC 880.33%0.90%1.35%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.04%0.07%Q2 2013Q1 20158
LOWE BROCKENBROUGH & CO INC 710.16%0.31%0.45%Q3 2021Q3 20238
ANDERSON HOAGLAND & CO 880.07%0.22%0.80%Q4 2020Q3 20228
HL FINANCIAL SERVICES LLC 710.01%0.01%0.02%Q2 2013Q4 20168
Crow Point Partners, LLC 880.13%1.12%7.46%Q1 2018Q4 20198
Collaborative Wealth Managment Inc. 610.32%0.73%0.82%Q1 2021Q3 20238
Foundations Investment Advisors, LLC 320.04%0.84%2.21%Q2 2018Q3 20238
Greenspring Advisors, LLC 880.15%0.59%1.17%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.11%0.18%0.24%Q4 2021Q3 20238
First International Bank & Trust 880.25%0.52%0.95%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.09%0.19%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.09%0.32%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 883.10%3.43%3.72%Q4 2021Q3 20238
Financial Strategies Group, Inc. 880.10%0.22%0.47%Q4 2021Q3 20238
DRAVO BAY LLC 882.41%3.72%4.81%Q4 2021Q3 20238
Red Tortoise LLC 440.08%3.26%4.42%Q3 2021Q3 20238
Mechanics Financial Corp 880.04%0.04%0.04%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.87%1.07%1.38%Q4 2018Q3 20208
Good Life Advisors, LLC 440.03%0.05%0.08%Q3 2021Q3 20238
FIRST FINANCIAL CORP /IN/ 880.02%0.02%0.02%Q3 2014Q2 20168
Horizon Family Wealth, Inc. 881.24%1.48%1.64%Q4 2021Q3 20238
City State Bank 880.02%0.02%0.02%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.52%0.64%0.74%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.16%0.27%0.64%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
GYL FINANCIAL SYNERGIES, LLC 880.17%1.19%3.50%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.01%0.01%Q4 2021Q3 20238
Brooklyn FI, LLC 880.22%1.93%3.42%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.38%0.83%1.17%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
Bellwether Advisors, LLC 880.52%0.62%0.82%Q4 2020Q3 20228
Wavelength Capital Management, LLC 888.46%10.50%12.10%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.10%0.49%1.39%Q4 2020Q3 20228
Abundance Wealth Counselors 510.06%0.19%0.81%Q2 2020Q4 20228
Diversified Portfolios, Inc. 880.14%0.46%1.39%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.01%0.05%0.07%Q2 2021Q1 20238
Mirae Asset Global Investments Co., Ltd. 510.02%0.06%0.10%Q1 2012Q3 20218
REGATTA CAPITAL GROUP, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.01%0.08%0.11%Q3 2020Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.07%0.44%1.30%Q4 2021Q3 20238
Forum Financial Management, LP 880.03%0.63%1.35%Q4 2021Q3 20238
Ascent Group, LLC 880.09%0.19%0.46%Q4 2021Q3 20238
SCHMIDT P J INVESTMENT MANAGEMENT INC 880.17%0.43%0.59%Q3 2020Q2 20228
StrongBox Wealth, LLC 880.41%0.55%0.82%Q1 2020Q4 20218
River Wealth Advisors LLC 880.05%0.09%0.19%Q3 2020Q2 20228
Capasso Planning Partners LLC 881.21%1.97%2.52%Q4 2021Q3 20238
Vise Technologies, Inc. 880.27%0.75%1.25%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.06%0.15%Q4 2021Q3 20238
Keystone Wealth Services, LLC 881.01%1.35%1.75%Q4 2021Q3 20238
Wedmont Private Capital 880.06%1.57%2.40%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Revolve Wealth Partners, LLC 880.97%2.48%3.35%Q4 2021Q3 20238
Ascendant Capital Management, LLC 441.14%3.52%6.43%Q1 2021Q1 20238
COLUMBIA ADVISORY PARTNERS LLC 880.24%0.34%0.50%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.17%0.35%0.70%Q4 2021Q3 20238
Wealth Advisory Solutions, LLC 880.00%0.15%0.33%Q4 2019Q3 20218
Evergreen Wealth Solutions, LLC 881.40%1.70%2.20%Q4 2021Q3 20238
Koshinski Asset Management, Inc. 410.01%0.03%0.06%Q2 2021Q3 20237
STATE OF WISCONSIN INVESTMENT BOARD 770.22%0.27%0.32%Q1 2022Q3 20237
My Legacy Advisors, LLC 771.18%1.46%1.60%Q1 2022Q3 20237
Berkshire Bank 770.27%0.31%0.35%Q3 2020Q1 20227
Ferguson Shapiro LLC 770.29%0.88%1.75%Q1 2022Q3 20237
Alley Investment Management Company, LLC 771.71%1.91%2.20%Q1 2022Q3 20237
Investments & Financial Planning, LLC 430.50%0.61%0.72%Q4 2021Q3 20237
Traverso Chambers Private Wealth Management, LLC 520.09%0.12%0.14%Q4 2018Q3 20237
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 520.27%0.38%0.52%Q4 2021Q3 20237
Clear Creek Financial Management, LLC 610.06%0.73%4.47%Q3 2020Q3 20237
Ellenbecker Investment Group 770.11%0.12%0.15%Q1 2022Q3 20237
Financial Guidance Group, Inc. 775.56%7.09%12.46%Q1 2022Q3 20237
Summit Asset Management, LLC 770.08%0.11%0.25%Q1 2022Q3 20237
Granite Bay Wealth Management, LLC 610.14%0.20%0.30%Q4 2021Q3 20237
Executive Wealth Management, LLC 430.01%0.05%0.10%Q4 2018Q3 20237
Godshalk Welsh Capital Management, Inc. 430.12%0.22%0.37%Q4 2021Q3 20237
FOUNDERS BANK & TRUST 770.01%0.11%0.37%Q2 2013Q4 20147
Beta Wealth Group, Inc. 770.38%2.71%4.96%Q1 2022Q3 20237
AFAM CAPITAL, INC. 770.08%0.15%0.23%Q2 2016Q4 20177
Xcel Wealth Management, LLC 770.05%0.08%0.13%Q2 2020Q4 20217
ACIMA PRIVATE WEALTH, LLC 770.05%0.47%1.09%Q3 2020Q1 20227
Harfst & Associates, Inc. 770.12%0.22%0.45%Q2 2020Q4 20217
Advisors Preferred, LLC 510.20%1.99%5.24%Q4 2013Q4 20207
Placemark Investments, Inc. 770.13%0.15%0.19%Q2 2013Q4 20147
1607 Capital Partners, LLC 610.15%0.48%0.94%Q4 2019Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.08%0.14%0.21%Q2 2013Q4 20147
9258 Wealth Management, LLC 610.09%0.13%0.17%Q4 2019Q3 20237
MCDONALD PARTNERS LLC 770.01%0.07%0.09%Q4 2020Q2 20227
BMS Financial Advisors, LLC 770.59%0.90%1.42%Q4 2021Q2 20237
Private Vista, LLC 770.08%0.11%0.20%Q4 2018Q2 20207
DOWLING & YAHNKE LLC 610.01%0.02%0.04%Q4 2019Q3 20217
Warren Street Wealth Advisors, LLC 770.18%0.25%0.31%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.23%0.24%0.26%Q1 2022Q3 20237
Symphony Financial, Ltd. Co. 520.08%0.17%0.42%Q3 2020Q3 20237
TCF National Bank 770.02%0.03%0.05%Q3 2019Q1 20217
Claro Advisors LLC 510.06%0.14%0.21%Q4 2018Q3 20237
Partnervest Advisory Services LLC 520.03%0.18%0.70%Q2 2013Q3 20207
First Citizens Financial Corp 520.16%0.20%0.27%Q4 2020Q3 20237
NorthCoast Asset Management LLC 610.18%0.79%1.29%Q4 2018Q3 20217
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.10%0.26%0.42%Q1 2022Q3 20237
BFSG, LLC 770.21%0.27%0.36%Q1 2017Q3 20187
CTC Alternative Strategies, Ltd. 770.20%0.83%1.52%Q2 2013Q4 20147
RTD Financial Advisors, Inc. 431.67%2.47%4.36%Q4 2021Q3 20237
Sweet Financial Partners, LLC 770.12%0.32%0.39%Q1 2022Q3 20237
Q3 Asset Management 211.17%2.53%4.75%Q1 2018Q4 20227
SOFI WEALTH, LLC 774.62%5.33%5.88%Q1 2022Q3 20237
Wealthspire Advisors, L.P. 430.00%0.09%0.40%Q2 2017Q3 20207
D. E. Shaw & Co., Inc. 610.00%0.01%0.01%Q3 2016Q2 20187
Sunburst Financial Group, LLC 770.13%0.50%0.98%Q4 2021Q2 20237
Spruce Investment Advisors LLC 770.34%7.57%16.29%Q1 2016Q3 20177
Baker Avenue Asset Management, LP 610.04%0.09%0.15%Q4 2018Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 771.27%1.72%2.22%Q4 2015Q2 20177
Connectus Wealth, LLC 770.48%0.63%0.77%Q1 2022Q3 20237
GoalVest Advisory LLC 310.01%0.49%2.26%Q4 2020Q3 20237
Opus Capital Group, LLC 770.40%1.75%2.26%Q1 2022Q3 20237
Berman Capital Advisors, LLC 770.28%0.41%0.55%Q1 2020Q3 20217
Keebeck Wealth Management, LLC 770.12%1.27%1.97%Q1 2022Q3 20237
ESG Planning 770.70%9.60%18.90%Q1 2022Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.04%0.12%Q1 2020Q3 20237
Round Table Services, LLC 410.04%0.18%0.94%Q3 2015Q2 20227
Rede Wealth, LLC 770.22%0.26%0.29%Q1 2021Q3 20227
HawsGoodwin Investment Management LLC 770.00%2.33%6.72%Q4 2019Q2 20217
Melone Private Wealth, LLC 770.23%0.41%1.08%Q4 2021Q2 20237
Menard Financial Group LLC 770.31%4.89%16.06%Q4 2019Q2 20217
Hanlon Investment Management, Inc. 610.28%1.80%9.72%Q3 2015Q2 20207
Pure Financial Advisors, LLC 770.10%0.13%0.17%Q2 2022Q4 20237
ACT Advisors, LLC. 610.32%1.65%9.22%Q4 2020Q4 20227
Affiance Financial, LLC 430.00%0.12%0.53%Q4 2019Q2 20237
First PREMIER Bank 770.01%0.01%0.03%Q1 2022Q3 20237
Bowie Capital Management, LLC 770.09%0.15%0.40%Q1 2020Q3 20217
DERBY & COMPANY, INC 770.64%0.74%0.86%Q1 2020Q3 20217
Ullmann Wealth Partners Group, LLC 610.09%0.17%0.33%Q3 2021Q3 20237
Rockbridge Investment Management, LCC 770.13%0.15%0.17%Q2 2020Q4 20217
Strategies Wealth Advisors, LLC 430.07%0.54%0.96%Q4 2021Q3 20237
WESTPORT RESOURCES MANAGEMENT INC 520.00%0.01%0.01%Q2 2013Q2 20167
BKA Wealth Consulting, Inc. 770.58%0.90%1.19%Q1 2022Q3 20237
Stone House Investment Management, LLC 770.08%0.50%1.01%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.11%0.14%0.17%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.14%0.57%0.94%Q1 2021Q4 20227
RELIANCE TRUST CO OF DELAWARE 770.07%0.08%0.09%Q2 2013Q4 20147
Compass Ion Advisors, LLC 610.08%0.41%0.68%Q3 2020Q3 20237
Chemistry Wealth Management LLC 770.12%0.13%0.14%Q1 2022Q3 20237
THEORY FINANCIAL LLC 430.16%0.62%1.01%Q4 2021Q3 20237
Destination Wealth Management 610.00%0.01%0.06%Q2 2015Q2 20197
Edgewood Management 770.00%0.00%0.00%Q4 2016Q2 20187
Connecticut Wealth Management, LLC 610.12%0.41%0.68%Q4 2018Q3 20237
MGO ONE SEVEN LLC 310.01%0.12%0.38%Q4 2017Q3 20237
PRIO WEALTH LIMITED PARTNERSHIP 610.01%0.04%0.08%Q4 2020Q1 20237
ROWLAND CARMICHAEL ADVISORS INC /ADV 770.19%0.25%0.29%Q2 2017Q4 20187
COUNTRY CLUB BANK /GFN 770.06%0.07%0.08%Q1 2022Q3 20237
PIERSHALE FINANCIAL GROUP, INC. 210.17%7.91%17.04%Q4 2014Q2 20216
First Financial Bank - Trust Division 660.98%1.66%2.00%Q3 2022Q4 20236
WealthStone, Inc. 420.50%9.46%14.91%Q2 2019Q1 20216
Ferris Capital, LLC 510.04%0.06%0.10%Q2 2017Q1 20196
Passive Capital Management, LLC. 663.06%4.85%8.05%Q4 2021Q1 20236
Northland Capital Management LLC 660.16%0.19%0.20%Q2 2022Q3 20236
Compass Advisory Group LLC 660.59%0.74%1.21%Q4 2020Q1 20226
Legacy Advisors, LLC 310.02%0.07%0.10%Q4 2017Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 420.02%0.02%0.02%Q1 2021Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.02%0.04%Q2 2022Q3 20236
LAKE STREET ADVISORS GROUP, LLC 661.60%2.11%2.41%Q2 2022Q3 20236
Three Bridge Wealth Advisors, LLC 420.07%0.13%0.23%Q1 2022Q3 20236
PRIVATE TRUST CO NA 660.10%0.24%0.42%Q2 2022Q3 20236
Sanctuary Wealth Management, L.L.C. 660.45%0.54%0.60%Q3 2020Q4 20216
FSM Wealth Advisors, LLC 661.49%1.90%2.33%Q2 2022Q3 20236
MFA WEALTH ADVISORS, LLC 510.03%0.22%0.31%Q4 2017Q2 20206
CONNABLE OFFICE INC 210.04%0.18%0.62%Q1 2016Q2 20236
Seaside Wealth Management, Inc. 662.46%3.62%4.14%Q2 2022Q3 20236
Secrest Blakey & Associates, LLC 660.23%0.41%0.48%Q2 2018Q3 20196
Liberty Capital Management, Inc. 510.28%0.68%1.30%Q2 2020Q4 20216
NEW ENGLAND ASSET MANAGEMENT INC 660.01%0.01%0.01%Q4 2017Q1 20196
New Potomac Partners, LLC 660.22%0.88%2.36%Q2 2022Q3 20236
Range Financial Group LLC 330.22%0.25%0.29%Q1 2021Q3 20226
FORTE ASSET MANAGEMENT LLC 661.77%3.50%4.87%Q2 2022Q3 20236
Whitegate Investment Counselors, Inc. 660.96%1.11%1.45%Q2 2022Q3 20236
Sterling Investment Counsel, LLC 660.18%0.40%0.77%Q2 2022Q3 20236
Badgley Phelps Wealth Managers, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
DOCK STREET ASSET MANAGEMENT INC 660.04%0.04%0.05%Q4 2020Q1 20226
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.13%0.39%Q2 2014Q2 20226
FIRST FOUNDATION ADVISORS 420.01%0.04%0.11%Q4 2016Q3 20236
Strategic Equity Management 311.57%2.39%4.20%Q4 2021Q3 20236
MorganRosel Wealth Management, LLC 660.17%0.41%0.61%Q2 2022Q3 20236
SECURITY NATIONAL TRUST CO 510.02%0.03%0.05%Q3 2016Q3 20216
Jefferies Group LLC 410.00%0.02%0.05%Q3 2013Q3 20226
Meiji Yasuda Life Insurance Co 660.78%0.86%0.91%Q4 2020Q1 20226
Horiko Capital Management LLC 661.07%1.39%1.98%Q4 2018Q1 20206
D'Orazio & Associates, Inc. 510.00%0.00%0.00%Q1 2016Q4 20206
SlateStone Wealth, LLC 660.06%0.64%0.98%Q2 2019Q3 20206
Apexium Financial, LP 660.23%0.45%0.96%Q2 2022Q3 20236
PRENTISS SMITH & CO INC 660.00%0.01%0.01%Q2 2017Q3 20186
IFS Advisors, LLC 660.01%1.00%1.30%Q4 2020Q1 20226
MONECO Advisors, LLC 510.06%0.20%0.35%Q3 2021Q1 20236
MONETARY MANAGEMENT GROUP INC 420.04%0.12%0.17%Q4 2017Q3 20236
Voit & Company, LLC 660.46%0.54%0.69%Q4 2018Q1 20206
Edge Capital Group, LLC 660.01%0.03%0.07%Q3 2021Q4 20226
OLD NATIONAL BANCORP /IN/ 510.00%0.09%0.21%Q1 2015Q3 20236
Advisor OS, LLC 660.13%0.39%1.14%Q2 2022Q3 20236
FIRST INTERSTATE BANK 660.03%0.07%0.21%Q2 2022Q3 20236
Lake Point Wealth Management 420.00%0.05%0.21%Q4 2019Q1 20226
Arkos Global Advisors 510.12%8.78%14.80%Q3 2020Q3 20236
Sonora Investment Management, LLC 310.00%0.00%0.01%Q2 2016Q3 20216
Forum Private Client Group LLC 660.19%0.20%0.21%Q1 2022Q2 20236
CCG WEALTH MANAGEMENT, LLC 660.30%0.36%0.44%Q4 2018Q1 20206
QCI ASSET MANAGEMENT INC/NY 660.24%0.90%1.21%Q2 2020Q3 20216
S. R. Schill & Associates 660.20%0.22%0.23%Q2 2022Q3 20236
Leonetti & Associates, LLC 660.08%0.20%0.24%Q3 2013Q4 20146
Marcum Wealth, LLC 660.04%0.08%0.12%Q2 2020Q3 20216
Savior LLC 660.12%0.15%0.18%Q1 2020Q2 20216
New Millennium Group LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Family Firm, Inc. 510.05%0.10%0.12%Q4 2014Q4 20216
Tidal Investments LLC 510.01%0.15%0.28%Q2 2019Q1 20226
ADVISOR PARTNERS LLC 660.08%0.15%0.23%Q1 2021Q2 20226
Capstone Financial Advisors, Inc. 660.05%0.17%0.20%Q2 2022Q3 20236
Summit Place Financial Advisors, LLC 660.22%1.00%1.94%Q1 2021Q2 20226
Karn, Couzens & Associates, Inc. 660.29%0.53%0.94%Q4 2020Q1 20226
LWS Wealth Advisors, Inc. 410.03%0.38%0.85%Q4 2019Q3 20236
Peachtree Investment Advisors, Inc. 420.09%0.12%0.14%Q4 2013Q2 20156
Clearstead Advisors, LLC 510.00%0.01%0.07%Q4 2021Q3 20236
PEDDOCK CAPITAL ADVISORS, LLC 660.07%0.17%0.26%Q1 2021Q2 20226
TOBIAS FINANCIAL ADVISORS, INC. 660.13%0.72%1.14%Q2 2022Q3 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.03%0.04%0.06%Q1 2022Q3 20236
Kernodle & Katon Asset Management Group, LLC 660.01%0.03%0.06%Q4 2015Q1 20176
RiverFront Investment Group, LLC 660.02%0.05%0.18%Q2 2022Q3 20236
HIGHLAND CAPITAL MANAGEMENT, LLC 660.05%0.06%0.06%Q3 2013Q4 20146
Lloyd Advisory Services, LLC. 420.00%0.01%0.01%Q3 2020Q1 20226
UNITED BANK, INC. 660.14%0.16%0.22%Q4 2013Q1 20156
Foster Group, Inc. 665.63%6.51%7.92%Q2 2022Q3 20236
MAS Advisors LLC 660.18%0.23%0.26%Q4 2021Q1 20236
HSBC HOLDINGS PLC 660.00%0.02%0.05%Q2 2022Q3 20236
Anson Capital, Inc. 660.42%1.16%1.74%Q4 2021Q1 20236
TORRAY INVESTMENT PARTNERS LLC 660.06%0.07%0.08%Q4 2021Q1 20236
Asio Capital, LLC 660.28%4.97%7.63%Q2 2022Q3 20236
Goodwin Investment Advisory 660.00%0.52%2.25%Q4 2020Q1 20226
Aprio Wealth Management, LLC 330.09%0.14%0.23%Q2 2020Q4 20216
PACIFIC CAPITAL WEALTH ADVISORS, INC 660.66%0.79%0.95%Q3 2021Q4 20226
Pallas Capital Advisors LLC 510.03%0.68%1.11%Q2 2021Q3 20236
Danda Trouve Investment Management, Inc. 510.00%0.02%0.09%Q4 2019Q4 20216
Fi3 FINANCIAL ADVISORS, LLC 660.26%0.60%1.95%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.04%Q2 2022Q3 20236
ForthRight Wealth Management, LLC 661.09%3.45%7.19%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Thrive Wealth Management, LLC 660.24%1.40%3.89%Q4 2021Q1 20236
Newport Capital Group, LLC 663.85%4.01%4.19%Q4 2020Q1 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.04%0.04%0.04%Q2 2022Q3 20236
Kowal Investment Group, LLC 310.01%0.19%0.45%Q3 2021Q3 20236
Waypoint Wealth Partners Inc. 660.15%0.22%0.49%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
DGS Capital Management, LLC 660.12%0.15%0.18%Q4 2021Q1 20236
MBL Wealth, LLC 420.08%0.27%0.52%Q4 2020Q4 20226
Source Financial Advisors LLC 662.37%3.73%4.94%Q4 2020Q1 20226
PagnatoKarp Partners LLC 660.05%0.19%0.77%Q4 2018Q1 20206
LifePro Asset Management 552.44%3.63%4.68%Q3 2022Q3 20235
McIlrath & Eck, LLC 410.01%0.02%0.02%Q4 2017Q3 20225
WCG Wealth Advisors LLC 320.06%0.11%0.16%Q2 2022Q3 20235
Westshore Wealth, LLC 320.18%0.49%1.30%Q1 2022Q2 20235
Wescott Financial Advisory Group, LLC 550.06%0.17%0.34%Q3 2022Q3 20235
Spearhead Capital Advisors, LLC 550.03%0.20%0.54%Q3 2021Q3 20225
First Command Bank 550.00%0.00%0.00%Q4 2020Q4 20215
W.H. Cornerstone Investments Inc. 550.46%0.99%1.20%Q3 2022Q3 20235
GeoWealth Management, LLC 410.01%0.04%0.08%Q3 2019Q3 20235
Lion Street Advisors, LLC 310.10%0.20%0.29%Q1 2022Q3 20235
WealthPlan Investment Management, LLC 410.01%0.02%0.03%Q1 2022Q2 20235
Strategic Asset Management, LLC 550.07%0.20%0.26%Q3 2021Q3 20225
First Command Financial Services, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Hurlow Wealth Management Group, Inc. 550.40%0.42%0.46%Q3 2022Q3 20235
Huber Financial Advisors, LLC 550.11%0.23%0.37%Q1 2019Q1 20205
Truadvice, LLC 550.08%0.12%0.24%Q3 2020Q3 20215
Lineweaver Wealth Advisors, LLC 550.07%0.20%0.34%Q3 2020Q3 20215
CABANA LLC 310.00%0.83%2.43%Q4 2018Q2 20205
Windward Private Wealth Management Inc. 550.23%0.35%0.40%Q3 2022Q3 20235
SkyView Investment Advisors, LLC 550.09%0.74%1.19%Q4 2020Q4 20215
Colonial Trust Advisors 550.04%0.04%0.04%Q3 2022Q3 20235
Professional Financial Advisors, LLC 410.28%0.38%0.50%Q4 2021Q3 20235
CoreCap Advisors, LLC 550.08%0.12%0.16%Q4 2021Q4 20225
BALASA DINVERNO & FOLTZ LLC 320.16%1.67%2.78%Q3 2018Q3 20225
BALYASNY ASSET MANAGEMENT L.P. 320.00%0.09%0.20%Q1 2020Q2 20235
Covestor Ltd 550.18%0.19%0.21%Q3 2022Q3 20235
SUTTON PLACE INVESTORS LLC 410.42%0.63%0.92%Q4 2021Q3 20235
Good Harbor Financial, LLC 410.01%0.02%0.04%Q2 2014Q3 20155
All Season Financial Advisors, Inc. 210.50%0.89%1.26%Q3 2021Q1 20235
Golden State Wealth Management, LLC 310.01%0.07%0.14%Q1 2019Q1 20225
Lebenthal Global Advisors, LLC 554.06%6.13%7.24%Q3 2022Q3 20235
James J. Burns & Company, LLC 551.06%1.44%1.66%Q3 2022Q3 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 550.05%0.07%0.10%Q2 2021Q2 20225
Bedel Financial Consulting, Inc. 310.00%0.03%0.11%Q1 2018Q1 20225
Intrua Financial, LLC 550.05%0.06%0.08%Q2 2021Q2 20225
1832 Asset Management L.P. 410.00%0.00%0.00%Q1 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.11%0.11%0.11%Q4 2022Q4 20235
Level Financial Advisors, Inc. 550.00%0.02%0.04%Q4 2021Q4 20225
Accredited Investors Inc. 550.04%0.06%0.07%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.02%0.05%Q4 2016Q4 20175
TITLEIST CAPITAL, LLC 550.12%0.17%0.27%Q4 2021Q4 20225
RONALD BLUE & CO LLC 210.01%0.04%0.10%Q3 2013Q4 20165
MARSHALL WACE, LLP 550.00%0.01%0.03%Q4 2021Q4 20225
ROMANO BROTHERS AND COMPANY 550.12%0.17%0.19%Q3 2022Q3 20235
Latitude Advisors, LLC 410.08%0.18%0.28%Q2 2021Q1 20235
Calamos Advisors LLC 210.00%0.01%0.01%Q3 2017Q4 20225
ROCKEFELLER FINANCIAL SERVICES INC 550.00%0.00%0.00%Q2 2013Q2 20145
Manchester Capital Management LLC 550.02%0.03%0.03%Q2 2013Q2 20145
Sharkey, Howes & Javer 550.33%1.17%3.36%Q3 2022Q3 20235
American Financial Network Advisory Services LLC 320.11%0.16%0.22%Q3 2017Q2 20195
Pinnacle Wealth Planning Services, Inc. 410.10%0.18%0.44%Q4 2018Q3 20235
Hills Bank & Trust Co 410.02%0.03%0.05%Q3 2021Q3 20235
Boyd Wealth Management, LLC 410.16%0.86%1.51%Q4 2021Q3 20235
Paragon Wealth Strategies, LLC 550.07%0.34%1.01%Q4 2022Q4 20235
Global Wealth Strategies & Associates 551.75%1.92%2.39%Q4 2022Q4 20235
Clarus Wealth Advisors 550.12%0.16%0.29%Q2 2018Q2 20195
First Capital Advisors Group, LLC. 410.00%0.00%0.01%Q1 2018Q2 20235
CMH Wealth Management LLC 320.13%0.19%0.22%Q4 2016Q4 20185
QUANTUM CAPITAL MANAGEMENT 550.04%0.08%0.16%Q3 2019Q3 20205
CERTUITY, LLC 550.12%0.16%0.20%Q4 2019Q4 20205
Smallwood Wealth Investment Management, LLC 553.26%3.41%3.67%Q3 2022Q3 20235
EPG Wealth Management LLC 410.00%0.07%0.17%Q1 2020Q3 20235
Gupta Wealth Management LLC 550.08%0.09%0.10%Q1 2015Q1 20165
NewFocus Financial Group, LLC 410.16%1.17%1.52%Q4 2018Q4 20205
Demars Financial Group, LLC 550.12%0.14%0.15%Q1 2021Q1 20225
Red Cedar Capital, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Hoover Financial Advisors, Inc. 550.00%0.00%0.01%Q2 2020Q2 20215
Hofer & Associates. Inc 320.19%0.20%0.21%Q4 2021Q1 20235
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Evergreen Advisors, LLC 551.08%1.40%1.79%Q4 2018Q4 20195
G&S Capital LLC 550.20%1.11%2.58%Q3 2020Q3 20215
Sage Financial Management Group, Inc. 410.60%2.39%5.30%Q2 2022Q3 20235
JOHNSON INVESTMENT COUNSEL INC 410.01%0.02%0.03%Q2 2016Q4 20175
NVWM, LLC 310.00%0.01%0.04%Q2 2020Q3 20235
Simplicity Wealth,LLC 320.26%0.77%1.11%Q4 2021Q3 20235
LBMC INVESTMENT ADVISORS, LLC 550.07%0.08%0.09%Q1 2021Q1 20225
Brand Asset Management Group, Inc. 550.06%0.07%0.11%Q1 2020Q1 20215
RAND WEALTH, LLC 550.05%0.06%0.08%Q3 2017Q3 20185
Anchor Investment Management, LLC 550.00%0.00%0.01%Q2 2020Q2 20215
CONSULTIVA WEALTH MANAGEMENT, CORP. 213.28%4.46%5.62%Q2 2019Q4 20215
Beacon Pointe Wealth Advisors, LLC 550.50%0.63%0.91%Q4 2018Q4 20195
Rotella Capital Management, Inc. 550.48%1.39%2.89%Q4 2013Q4 20145
Johnson Financial Group, LLC 410.26%0.73%2.45%Q4 2017Q3 20215
GOULD ASSET MANAGEMENT LLC /CA/ 550.07%0.12%0.14%Q3 2022Q3 20235
JANICZEK WEALTH MANAGEMENT, LLC 410.04%0.05%0.08%Q4 2016Q1 20195
AMJ Financial Wealth Management 550.27%0.44%0.53%Q1 2021Q1 20225
COZAD ASSET MANAGEMENT INC 550.04%0.05%0.06%Q3 2022Q3 20235
HB Wealth Management, LLC 320.01%0.01%0.03%Q4 2021Q1 20235
AlphaStar Capital Management, LLC 550.09%0.26%0.84%Q1 2019Q1 20205
RFG HOLDINGS, INC. 552.05%3.32%6.55%Q4 2020Q4 20215
Parkside Investments, LLC 552.96%3.34%3.61%Q3 2022Q3 20235
VALLEY NATIONAL BANCORP 551.31%1.82%2.02%Q4 2013Q4 20145
Patriot Wealth Management, Inc. 550.32%0.40%0.50%Q4 2017Q4 20185
Integrity Financial Corp /WA 320.00%0.00%0.00%Q4 2021Q2 20235
New World Advisors LLC 320.19%1.42%3.86%Q3 2020Q4 20215
ST GERMAIN D J CO INC 310.02%0.52%1.56%Q1 2020Q4 20235
American Assets Investment Management, LLC 551.37%1.60%1.74%Q2 2013Q2 20145
Strategic Wealth Partners, Ltd. 310.00%0.05%0.14%Q4 2017Q1 20235
BLACKROCK ADVISORS LLC 410.01%0.01%0.02%Q2 2013Q3 20165
Concert Wealth Management Inc. 210.03%0.09%0.23%Q4 2014Q2 20175
REIK & CO., LLC 550.26%0.33%0.38%Q1 2021Q1 20225
Topel & Distasi Wealth Management, LLC 550.12%0.13%0.13%Q3 2022Q3 20235
Omega Financial Group, LLC 550.65%0.86%1.01%Q4 2020Q4 20215
OneAscent Wealth Management LLC 550.10%0.12%0.13%Q1 2022Q1 20235
BNP PARIBAS FINANCIAL MARKETS 210.01%0.02%0.03%Q4 2021Q2 20235
Total Clarity Wealth Management, Inc. 210.03%0.05%0.06%Q4 2019Q2 20225
Wealth & Pension Services Group, Inc. 550.24%0.26%0.31%Q3 2018Q3 20195
PEAVINE CAPITAL, LLC 550.92%2.98%3.70%Q4 2013Q4 20145
Fluent Financial, LLC 440.51%0.69%1.15%Q4 2017Q3 20184
Centiva Capital, LP 210.04%1.77%5.46%Q3 2020Q3 20234
OARSMAN CAPITAL, INC. 210.10%0.15%0.20%Q2 2013Q2 20164
Cadence Bank 440.02%0.02%0.02%Q3 2022Q2 20234
BEAM WEALTH ADVISORS, INC. 220.66%1.08%1.57%Q4 2019Q3 20224
Sterling Capital Management LLC 110.00%0.02%0.04%Q2 2013Q4 20164
Arcadia Wealth Management, LLC 441.96%2.70%3.53%Q4 2022Q3 20234
NEWGATE CAPITAL MANAGEMENT LLC 440.05%0.11%0.14%Q3 2013Q2 20144
Fermata Advisors, LLC 310.07%0.10%0.11%Q4 2021Q3 20234
First Citizens Asset Management, Inc. 443.19%4.96%5.76%Q4 2022Q3 20234
Better Money Decisions, LLC 310.00%0.08%0.12%Q1 2021Q2 20224
Granby Capital Management, LLC 444.37%5.48%6.13%Q4 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 220.02%0.03%0.04%Q2 2022Q3 20224
Hassell Wealth Management, LLC 443.35%3.57%3.78%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.05%0.12%Q3 2022Q2 20234
RFP Financial Group LLC 442.69%4.05%7.58%Q4 2022Q3 20234
Mosaic Advisors LLC 4411.66%12.82%13.84%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.00%2.18%2.39%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 443.45%3.87%4.48%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 441.03%1.17%1.42%Q4 2022Q3 20234
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 440.13%0.27%0.36%Q2 2021Q1 20224
Kades & Cheifetz LLC 441.98%2.01%2.03%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Highview Capital Management LLC/DE/ 440.30%0.45%0.52%Q4 2022Q3 20234
North Star Investment Management Corp. 440.08%0.22%0.56%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.09%0.12%0.13%Q4 2022Q3 20234
Sentinus, LLC 440.15%0.46%1.22%Q3 2022Q2 20234
Olistico Wealth, LLC 440.33%0.36%0.41%Q4 2022Q3 20234
VitalStone Financial, LLC 440.16%0.65%1.55%Q4 2022Q3 20234
RCS Financial Planning, LLC 440.60%1.11%1.44%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 443.54%4.96%7.33%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.83%1.07%1.28%Q4 2022Q3 20234
Avestar Capital, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Salient Private Client, LLC 440.47%0.83%1.66%Q4 2017Q3 20184
Y.D. More Investments Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Whitcomb & Hess, Inc. 440.10%0.11%0.13%Q4 2022Q3 20234
ACT WEALTH MANAGEMENT, LLC 440.13%0.14%0.16%Q3 2022Q2 20234
Family Management Corp 440.01%0.05%0.07%Q2 2022Q1 20234
Iron Horse Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q3 20234
Fortis Group Advisors, LLC 310.06%0.07%0.09%Q3 2020Q3 20234
Grey Fox Wealth Advisors, LLC 440.91%1.70%2.36%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.53%0.54%0.56%Q4 2022Q3 20234
Epstein & White Financial LLC 220.07%0.08%0.10%Q1 2020Q2 20214
CYPRESS CAPITAL MANAGEMENT LLC 440.14%0.32%0.40%Q4 2021Q3 20224
Hanson & Doremus Investment Management 310.00%0.01%0.02%Q2 2013Q1 20214
TimeScale Financial, Inc. 220.01%0.03%0.05%Q1 2020Q2 20234
Marquette Asset Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
SHINE INVESTMENT ADVISORY SERVICES INC 440.02%0.02%0.02%Q3 2019Q2 20204
Rainsberger Wealth Advisors, Inc. 441.10%1.25%1.43%Q4 2021Q3 20224
Clifford Group, LLC 444.04%4.39%4.54%Q4 2022Q3 20234
PACES FERRY WEALTH ADVISORS, LLC 440.20%0.61%1.32%Q4 2022Q3 20234
Salomon & Ludwin, LLC 440.03%0.74%1.71%Q4 2022Q3 20234
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
Lee Financial Co 310.00%0.00%0.00%Q2 2022Q3 20234
US FINANCIAL ADVISORS, LLC 310.02%0.08%0.20%Q4 2014Q1 20234
Intelligence Driven Advisers, LLC 440.06%0.06%0.07%Q4 2020Q3 20214
ENTRUST GLOBAL PARTNERS L L C 443.95%5.41%7.03%Q4 2021Q3 20224
Leucadia National 440.02%0.02%0.02%Q4 2022Q3 20234
Raleigh Capital Management Inc. 310.00%0.02%0.05%Q3 2022Q3 20234
Lindbrook Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Jackson Hole Capital Partners, LLC 220.00%0.00%0.00%Q1 2021Q3 20234
OKABENA INVESTMENT SERVICES INC 440.35%0.89%2.48%Q4 2022Q3 20234
MID CONTINENT CAPITAL LLC/IL 440.03%0.04%0.04%Q4 2014Q3 20154
SageView Advisory Group, LLC 440.64%0.85%1.00%Q4 2022Q3 20234
FIRST HORIZON CORP 440.01%0.02%0.02%Q3 2020Q2 20214
Financial Freedom, LLC 440.32%0.59%0.72%Q4 2022Q3 20234
Aspire Private Capital, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
My Personal CFO, LLC 440.17%0.21%0.31%Q3 2022Q2 20234
Hedeker Wealth, LLC 110.03%0.07%0.18%Q4 2014Q3 20164
Selective Wealth Management, Inc. 310.00%0.01%0.02%Q3 2019Q3 20224
Gallacher Capital Management LLC 440.19%0.63%1.10%Q4 2022Q3 20234
FIRST COMMUNITY TRUST NA 220.09%0.18%0.26%Q3 2022Q3 20234
Guidance Point Advisors, LLC 310.05%0.18%0.26%Q4 2019Q3 20214
Harbor Group, Inc. 440.41%0.95%2.48%Q4 2022Q3 20234
MACQUARIE GROUP LTD 210.00%0.00%0.01%Q4 2013Q2 20214
Family Asset Management, LLC 440.12%0.22%0.28%Q4 2022Q3 20234
Clarkston Capital Partners, LLC 440.00%0.00%0.01%Q2 2020Q1 20214
Seascape Capital Management 440.82%0.89%0.95%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 220.43%0.84%1.47%Q2 2017Q2 20234
Life Planning Partners, Inc 442.17%2.27%2.42%Q4 2021Q3 20224
Sepio Capital, LP 440.11%0.13%0.14%Q4 2022Q3 20234
Capital Investment Counsel, Inc 220.01%0.01%0.02%Q2 2021Q2 20224
VisionPoint Advisory Group, LLC 440.32%0.33%0.36%Q4 2018Q3 20194
Vestpro Financial Partners, Inc. dba CPF Texas 443.13%3.34%3.45%Q4 2017Q3 20184
Jordan Park Group LLC 310.02%0.11%0.35%Q2 2019Q3 20234
Integris Wealth Management, LLC 440.22%0.25%0.27%Q4 2022Q3 20234
Willow Creek Wealth Management Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
Pillar Wealth Advisors, LLC 440.23%0.26%0.30%Q4 2022Q3 20234
KFG WEALTH MANAGEMENT, LLC 440.28%0.42%0.65%Q4 2022Q3 20234
TCP Asset Management, LLC 440.22%0.29%0.44%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.02%0.02%0.02%Q2 2013Q3 20154
AMERICAN CENTURY COMPANIES INC 440.00%0.01%0.02%Q2 2021Q1 20224
Joseph Group Capital Management 443.07%3.93%4.72%Q4 2022Q3 20234
TOTAL INVESTMENT MANAGEMENT INC 440.04%0.05%0.07%Q4 2022Q3 20234
Cornerstone Wealth Group, LLC 440.17%0.19%0.22%Q4 2022Q3 20234
Tradition Wealth Management, LLC 310.00%0.00%0.01%Q2 2022Q3 20234
CAPSTONE INVESTMENT ADVISORS, LLC 210.01%0.05%0.08%Q3 2020Q4 20214
Econ Financial Services Corp 440.78%1.29%1.50%Q4 2021Q3 20224
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.06%0.16%Q4 2021Q3 20224
Laurel Wealth Planning LLC 440.17%0.20%0.22%Q1 2022Q4 20224
FINANCIAL CONSULATE, INC 440.34%0.47%0.57%Q4 2014Q3 20154
Lighthouse Financial Advisors, Inc. 440.11%0.14%0.18%Q2 2020Q1 20214
Moss Adams Wealth Advisors LLC 440.38%0.51%0.63%Q4 2022Q3 20234
Frontier Asset Management, LLC 440.20%0.22%0.26%Q4 2022Q3 20234
Allegis Investment Advisors, LLC 310.05%0.09%0.21%Q4 2015Q1 20184
GEM Asset Management, LLC 440.63%0.66%0.69%Q4 2022Q3 20234
Canal Capital Management, LLC 440.09%0.29%0.86%Q4 2022Q3 20234
Family Investment Center, Inc. 440.19%0.23%0.26%Q4 2022Q3 20234
GREENUP STREET WEALTH MANAGEMENT LLC 440.18%0.22%0.26%Q4 2021Q3 20224
tru Independence LLC 210.02%0.49%0.98%Q4 2019Q2 20214
Etesian Wealth Advisors, Inc. 441.62%1.88%2.46%Q4 2022Q3 20234
Stonehage Fleming Financial Services Holdings Ltd 440.01%0.03%0.09%Q4 2022Q3 20234
OXFORD ASSET MANAGEMENT LLP 310.01%0.01%0.01%Q3 2017Q3 20184
PROVENCE WEALTH MANAGEMENT GROUP 441.64%1.93%2.47%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.85%0.89%0.98%Q4 2022Q3 20234
Greenwich Wealth Management LLC 440.16%0.22%0.31%Q1 2016Q4 20164
New Republic Capital, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Peak Financial Management, Inc. 440.10%0.11%0.11%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 441.94%2.08%2.36%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 220.07%0.11%0.21%Q1 2021Q4 20224
Beacon Bridge Wealth Partners, LLC 440.20%0.28%0.46%Q4 2022Q3 20234
MYECFO, LLC 443.44%3.97%4.82%Q4 2022Q3 20234
KHP Capital, LLC 441.37%1.47%1.55%Q4 2017Q3 20184
ACCURATE INVESTMENT SOLUTIONS, INC. 220.03%1.91%7.55%Q4 2015Q4 20174
Meeder Advisory Services, Inc. 445.83%5.97%6.05%Q4 2022Q3 20234
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.19%0.52%0.74%Q2 2021Q3 20224
Accurate Wealth Management, LLC 440.22%0.58%0.87%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.02%0.02%0.02%Q1 2016Q4 20164
Watermark Asset Management, Inc. 310.04%0.07%0.14%Q1 2017Q4 20184
Parker Investment Management, LLC 440.05%0.12%0.19%Q2 2020Q1 20214
Towerpoint Wealth, LLC 440.52%0.58%0.62%Q4 2021Q3 20224
Kathmere Capital Management, LLC 220.00%0.30%0.74%Q4 2019Q4 20204
Altiora Financial Group, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.38%0.67%0.82%Q4 2022Q3 20234
FINANCIAL LIFE ADVISORS 441.32%2.06%2.92%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 444.85%5.07%5.28%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.13%0.18%0.26%Q4 2022Q3 20234
Requisite Capital Management, LLC 440.27%2.38%4.70%Q1 2020Q4 20204
Stairway Partners, LLC 441.55%1.70%1.93%Q1 2023Q4 20234
Independent Wealth Network Inc. 310.13%0.14%0.14%Q2 2022Q3 20234
Beaird Harris Wealth Management, LLC 220.00%0.29%1.04%Q4 2021Q3 20234
Covenant Multifamily Offices, LLC 220.04%0.10%0.19%Q3 2019Q3 20214
Tanglewood Wealth Management, Inc. 440.13%0.14%0.15%Q4 2016Q3 20174
PETRA FINANCIAL ADVISORS INC 440.41%0.96%1.47%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Capital One Investing, Inc. 440.82%0.87%0.96%Q4 2018Q3 20194
PRESILIUM PRIVATE WEALTH, LLC 441.24%1.38%1.52%Q4 2022Q3 20234
AFS Financial Group, LLC 441.94%2.17%2.60%Q4 2022Q3 20234
FIDUCIENT ADVISORS LLC 310.04%0.22%0.31%Q4 2018Q3 20234
Flagstone Financial Management 440.20%0.26%0.32%Q4 2022Q3 20234
Capital Wealth Planning, LLC 440.05%0.05%0.06%Q2 2019Q1 20204
Transform Wealth, LLC 310.03%0.18%0.60%Q4 2021Q1 20234
Strategic Family Wealth Counselors, L.L.C. 440.27%0.28%0.30%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.18%0.19%0.20%Q4 2021Q3 20224
Granite Harbor Advisors, Inc. 444.23%4.61%5.13%Q4 2022Q3 20234
Diversified, LLC 440.08%0.14%0.19%Q4 2022Q3 20234
Insight Advisors, LLC/ PA 440.07%0.08%0.11%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 310.00%0.01%0.02%Q3 2014Q2 20234
Vertex Planning Partners, LLC 440.13%0.17%0.28%Q4 2022Q3 20234
SILVERLAKE WEALTH MANAGEMENT LLC 440.25%0.26%0.27%Q4 2021Q3 20224
Corient Private Wealth LLC 440.18%0.22%0.33%Q4 2022Q3 20234
NewDay Solutions, LLC 310.55%0.68%0.76%Q4 2018Q4 20194
Arbor Investment Advisors, LLC 440.06%0.08%0.12%Q2 2020Q1 20214
S.C. Financial Services, Inc. 440.81%0.90%0.95%Q4 2021Q3 20224
IMPACTfolio, LLC 440.25%1.56%4.75%Q4 2021Q3 20224
LEVEL FOUR FINANCIAL, LLC 440.14%0.15%0.16%Q4 2020Q3 20214
Ironwood Investment Counsel, LLC 440.07%0.10%0.14%Q4 2022Q3 20234
LWMG, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Northwest Bancshares, Inc. 440.06%0.06%0.07%Q1 2021Q4 20214
Mill Creek Capital Advisors, LLC 440.01%0.05%0.14%Q4 2022Q3 20234
SHUFRO ROSE & CO LLC 210.02%0.03%0.04%Q2 2022Q3 20234
Dakota Community Bank & Trust NA 440.61%1.04%1.28%Q3 2022Q2 20234
Horan Capital Advisors, LLC. 310.17%0.25%0.30%Q3 2022Q3 20234
New Vernon Capital Holdings II LLC 311.71%4.17%6.80%Q2 2020Q1 20224
Park Place Capital Corp 440.35%0.50%0.81%Q4 2022Q3 20234
Sumitomo Mitsui Trust Holdings, Inc. 440.01%0.01%0.01%Q1 2020Q4 20204
Eley Financial Management, Inc 440.57%0.60%0.63%Q4 2022Q3 20234
Rather & Kittrell, Inc. 440.22%0.25%0.28%Q4 2021Q3 20224
Beirne Wealth Consulting Services, LLC 440.24%0.25%0.26%Q4 2018Q3 20194
BBR PARTNERS, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Family Capital Management, Inc. 440.66%0.88%0.99%Q4 2022Q3 20234
Argentus Capital Management, LLC 310.08%0.10%0.12%Q3 2015Q3 20164
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.05%0.05%0.06%Q1 2022Q4 20224
ADVISOR PARTNERS II, LLC 310.10%0.35%0.55%Q3 2022Q3 20234
Trilogy Capital Inc. 310.01%0.18%0.68%Q1 2018Q1 20194
Breakwater Capital Group 441.01%1.38%1.70%Q4 2022Q3 20234
GODSEY & GIBB, INC 310.01%0.02%0.02%Q2 2021Q2 20224
Conservest Capital Advisors, Inc. 310.04%0.05%0.09%Q4 2021Q3 20234
Syntegra Private Wealth Group, LLC 440.24%0.26%0.29%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 210.01%0.04%0.06%Q2 2013Q3 20163
Gallagher Fiduciary Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Gateway Advisory, LLC 330.28%1.29%1.84%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.06%0.99%2.11%Q3 2015Q4 20203
Baltimore-Washington Financial Advisors, Inc. 330.01%0.02%0.02%Q1 2015Q3 20153
AT Bancorp 330.10%0.11%0.13%Q2 2014Q4 20143
Braver Wealth Management, LLC 330.04%0.04%0.04%Q1 2016Q3 20163
Spectrum Financial Alliance Ltd LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Hochman Cole Investment Advisors, Inc. 330.15%0.28%0.35%Q4 2016Q2 20173
Stearns Financial Services Group 330.00%0.00%0.00%Q1 2020Q3 20203
TCTC Holdings, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Brouwer & Janachowski, LLC 330.11%0.15%0.22%Q1 2016Q3 20163
Sageworth Trust Co 332.10%2.64%3.20%Q2 2013Q4 20133
AlphaOne Investment Services, LLC 330.03%0.04%0.04%Q3 2017Q1 20183
Diversified Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Wildcat Capital Management, LLC 331.44%1.85%2.13%Q2 2019Q4 20193
HRT FINANCIAL LP 210.01%0.01%0.01%Q3 2022Q3 20233
BIP Wealth, LLC 330.06%0.07%0.09%Q1 2023Q3 20233
Friedenthal Financial 213.02%3.51%4.42%Q4 2014Q2 20163
IMA Wealth, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Pictet North America Advisors SA 332.09%2.29%2.40%Q1 2016Q3 20163
Bellecapital International Ltd. 330.22%0.23%0.24%Q4 2013Q2 20143
SPRING CREEK CAPITAL LLC 330.09%0.29%0.39%Q2 2018Q4 20183
BlueCrest Capital Management Ltd 210.27%0.59%0.91%Q4 2021Q1 20233
Compagnie Lombard Odier SCmA 210.00%0.01%0.02%Q4 2015Q1 20203
Apriem Advisors 210.01%0.01%0.01%Q4 2016Q2 20183
Concorde Asset Management, LLC 210.11%0.19%0.27%Q4 2020Q3 20233
Capital Planning Advisors, LLC 330.12%0.15%0.19%Q4 2014Q2 20153
Price Capital Management, Inc. 215.22%22.54%51.14%Q4 2015Q3 20193
Zions Bancorporation 210.00%0.01%0.02%Q2 2015Q3 20173
Roble, Belko & Company, Inc 330.01%0.02%0.02%Q1 2022Q3 20223
Prostatis Group LLC 210.02%0.19%0.31%Q4 2019Q2 20233
Krilogy Financial LLC 330.04%0.04%0.05%Q3 2016Q1 20173
Darwin Wealth Management, LLC 330.07%0.08%0.10%Q1 2020Q3 20203
Berkeley Capital Partners, LLC 330.18%0.19%0.20%Q4 2015Q2 20163
RGT Wealth Advisors, LLC 330.15%0.17%0.18%Q4 2021Q2 20223
Per Stirling Capital Management, LLC. 331.10%1.14%1.20%Q1 2023Q3 20233
Aris Wealth Services, Inc. 330.08%0.11%0.18%Q1 2015Q3 20153
Mascoma Wealth Management LLC 210.00%0.00%0.01%Q4 2016Q3 20173
Pacific Center for Financial Services 330.00%0.00%0.00%Q3 2021Q1 20223
BOK Financial Private Wealth, Inc. 210.02%0.02%0.02%Q3 2020Q4 20213
Ridgewood Investments LLC 210.10%0.11%0.12%Q1 2021Q2 20233
Cordatus Wealth Management LLC 210.10%0.18%0.26%Q1 2021Q1 20223
DeDora Capital, Inc. 210.01%0.08%0.11%Q4 2019Q4 20223
Security National Bank 330.06%0.07%0.07%Q4 2021Q2 20223
Madison Asset Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Steinberg Global Asset Management 330.04%0.05%0.05%Q2 2017Q4 20173
Claraphi Advisory Network, LLC 110.00%0.04%0.12%Q3 2019Q4 20203
AAF Wealth Management, LLC 210.13%0.31%0.68%Q2 2022Q2 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20233
Quadrant Private Wealth Management, LLC 330.10%0.11%0.11%Q4 2022Q2 20233
Holistic Financial Partners 210.01%0.18%0.54%Q4 2017Q1 20193
THOMASPARTNERS, INC. 210.00%0.00%0.00%Q2 2013Q3 20163
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.01%Q4 2019Q3 20223
Certified Advisory Corp 330.13%0.15%0.17%Q1 2023Q3 20233
CENTRAL BANK & TRUST CO 330.02%0.02%0.03%Q3 2022Q1 20233
Mariner Wealth Advisors-Madison, LLC 330.04%0.15%0.21%Q1 2013Q3 20133
Truvestments Capital LLC 210.03%0.26%0.73%Q2 2019Q1 20203
B&D White Capital Company, LLC 210.62%2.63%5.53%Q4 2020Q2 20223
Oxinas Partners Wealth Management LLC 330.18%0.19%0.21%Q1 2023Q3 20233
Strategic Investment Advisors / MI 210.06%0.07%0.10%Q4 2022Q3 20233
Evolution Wealth Advisors, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
DAVIDSON INVESTMENT ADVISORS 330.50%0.54%0.60%Q1 2023Q3 20233
ALTERNA WEALTH MANAGEMENT, INC 210.38%0.43%0.52%Q4 2019Q4 20213
AMI INVESTMENT MANAGEMENT INC 210.32%0.33%0.35%Q2 2013Q1 20143
FLAGSTAR ADVISORS INC 110.03%0.05%0.08%Q3 2021Q3 20233
Red Door Wealth Management, LLC 210.05%0.08%0.10%Q1 2020Q2 20213
Tranquility Partners, LLC 330.10%0.11%0.12%Q3 2021Q1 20223
Charles Schwab Trust Co 110.04%0.20%0.45%Q3 2020Q3 20233
Belmont Capital, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Silicon Hills Wealth Management, LLC 210.15%0.28%0.39%Q4 2019Q1 20213
CFM WEALTH PARTNERS LLC 330.02%0.02%0.03%Q4 2019Q2 20203
Great Diamond Partners, LLC 210.09%0.24%0.31%Q2 2022Q3 20233
Argent Wealth Management LLC 331.37%1.53%1.63%Q4 2019Q2 20203
Tatro Capital, LLC 330.19%0.29%0.36%Q1 2021Q3 20213
QP WEALTH MANAGEMENT, LLC 330.33%0.73%1.17%Q4 2022Q2 20233
Soltis Investment Advisors LLC 330.08%0.09%0.09%Q2 2021Q4 20213
Trinity Financial Advisors LLC 210.15%5.19%13.76%Q2 2022Q2 20233
Elequin Capital, LP 110.01%0.48%1.39%Q4 2021Q3 20233
Wealthsimple US, Ltd. 332.75%4.35%5.25%Q4 2019Q2 20203
Aaron Wealth Advisors LLC 330.00%0.05%0.09%Q1 2022Q3 20223
Advisor Resource Council 110.05%0.13%0.17%Q4 2021Q1 20233
Tri-Star Advisors Inc. 210.12%0.22%0.43%Q2 2022Q1 20233
Cornerstone Planning Group LLC 210.17%0.18%0.18%Q4 2022Q3 20233
Sage Mountain Advisors LLC 210.01%0.02%0.03%Q4 2020Q4 20213
HARBOR ADVISORY CORP /MA/ 330.50%0.54%0.58%Q1 2021Q3 20213
Clear Perspectives Financial Planning, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
Octavia Wealth Advisors, LLC 330.06%0.08%0.08%Q3 2021Q1 20223
Financial Planning & Information Services, Inc. 330.06%0.06%0.08%Q1 2022Q3 20223
InterOcean Capital Group, LLC 330.03%0.07%0.14%Q2 2022Q4 20223
TCG Advisory Services, LLC 330.40%0.47%0.56%Q1 2023Q3 20233
ShoreHaven Wealth Partners, LLC 330.26%0.77%1.03%Q4 2020Q2 20213
PGIM Custom Harvest LLC 110.01%0.03%0.07%Q4 2020Q3 20233
Interchange Capital Partners, LLC 210.02%1.18%2.61%Q4 2020Q3 20213
Sovereign Financial Group, Inc. 330.07%0.09%0.10%Q4 2022Q2 20233
Palumbo Wealth Management LLC 330.14%0.16%0.18%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CV Advisors LLC 330.35%0.60%0.95%Q1 2023Q3 20233
Tenret Co LLC 334.72%4.86%5.04%Q1 2022Q3 20223
PENOBSCOT WEALTH MANAGEMENT 330.28%0.33%0.40%Q2 2021Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.04%Q3 2022Q3 20233
Lifeworks Advisors, LLC 330.28%0.42%0.53%Q1 2023Q3 20233
Amplius Wealth Advisors, LLC 210.00%0.30%0.58%Q4 2021Q3 20223
Steward Financial Group LLC 330.01%0.03%0.04%Q4 2021Q2 20223
Solidarity Wealth, LLC 330.43%0.47%0.50%Q1 2022Q3 20223
Pinnacle Private Wealth, LLC 330.16%0.21%0.29%Q4 2021Q2 20223
Confluence Wealth Services, Inc. 210.03%0.08%0.11%Q4 2021Q3 20223
BIVIN & ASSOCIATES, INC. 332.22%2.81%3.20%Q4 2021Q2 20223
Vericrest Private Wealth 333.82%4.18%4.56%Q4 2021Q2 20223
Quent Capital, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Nilsine Partners, LLC 330.05%0.13%0.17%Q1 2023Q3 20233
Balboa Wealth Partners 330.08%0.10%0.11%Q3 2022Q1 20233
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 330.23%0.25%0.28%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Essential Planning, LLC. 330.12%0.15%0.18%Q4 2022Q2 20233
MARINER INVESTMENT GROUP LLC 210.01%23.08%48.36%Q4 2017Q2 20223
Rooted Wealth Advisors, Inc. 330.15%0.25%0.32%Q1 2023Q3 20233
REGIMEN WEALTH, LLC 336.38%6.56%6.74%Q1 2023Q3 20233
Tilson Financial Group, Inc. 211.92%2.08%2.26%Q4 2022Q3 20233
LGT Financial Advisors LLC 210.02%0.03%0.05%Q4 2022Q3 20233
TFB Advisors LLC 330.48%0.65%0.79%Q4 2022Q2 20233
Midwest Financial Group LLC 330.70%0.73%0.78%Q1 2023Q3 20233
25 LLC 333.96%4.23%4.63%Q1 2023Q3 20233
PFG Investments, LLC 330.12%0.14%0.15%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.00%0.08%0.12%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.09%0.09%0.11%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ORG Partners LLC 330.20%1.38%2.37%Q1 2023Q3 20233
Rockwood Wealth Management, LLC 330.29%0.32%0.34%Q4 2021Q2 20223
Regis Acquisition Inc. 330.85%1.03%1.32%Q1 2023Q3 20233
FIRST NATIONAL BANK SIOUX FALLS 210.21%0.27%0.35%Q2 2016Q3 20233
Ally Financial Inc. 335.20%8.36%10.01%Q1 2015Q3 20153
GW&K Investment Management, LLC 330.00%0.01%0.03%Q4 2022Q2 20233
HAZLETT, BURT & WATSON, INC. 330.02%0.02%0.02%Q1 2022Q3 20223
SMITH CHAS P & ASSOCIATES PA CPAS 330.03%0.03%0.03%Q2 2021Q4 20213
MACKAY SHIELDS LLC 210.01%0.01%0.02%Q3 2019Q2 20203
SILVER OAK SECURITIES, INCORPORATED 110.02%0.03%0.05%Q1 2022Q3 20233
ALTFEST L J & CO INC 330.05%0.05%0.06%Q4 2020Q2 20213
TEXAS CAPITAL BANCSHARES INC/TX 210.29%0.83%1.52%Q1 2019Q4 20193
WEALTH MANAGEMENT RESOURCES, INC. 210.15%0.51%1.13%Q4 2021Q3 20233
PEOPLES FINANCIAL SERVICES CORP. 330.00%0.00%0.00%Q4 2013Q2 20143
EAGLE ASSET MANAGEMENT INC 210.02%0.07%0.16%Q3 2013Q1 20163
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q2 2013Q4 20213
Karpus Management, Inc. 210.03%0.18%0.37%Q2 2013Q3 20223
KLINGENSTEIN FIELDS & CO LP 330.13%0.21%0.25%Q3 2021Q1 20223
MANCHESTER FINANCIAL INC 330.00%0.00%0.01%Q3 2020Q1 20213
BALDWIN BROTHERS LLC/MA 210.01%0.01%0.03%Q1 2022Q1 20233
MCKINLEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2016Q1 20173
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.36%1.06%1.45%Q4 2021Q2 20223
Tower Research Capital LLC (TRC) 330.00%0.00%0.00%Q3 2022Q1 20233
BANQUE PICTET & CIE SA 330.26%0.26%0.27%Q1 2016Q3 20163
Bluefin Trading, LLC 220.14%0.19%0.25%Q3 2013Q4 20132
Laidlaw Wealth Management LLC 110.16%0.22%0.28%Q4 2020Q4 20212
Stratford Consulting, LLC 220.02%0.10%0.18%Q4 2019Q1 20202
Paloma Partners Management Co 220.02%0.03%0.04%Q2 2019Q3 20192
Stewardship Advisors, LLC 220.10%0.16%0.24%Q3 2020Q4 20202
PROFFITT & GOODSON INC 220.33%0.52%0.72%Q4 2021Q1 20222
Howard Capital Management Inc. 110.04%0.06%0.08%Q1 2023Q3 20232
Price Wealth, LLC 220.08%0.09%0.09%Q4 2017Q1 20182
BT Wealth Management LLC 220.28%0.29%0.31%Q1 2020Q2 20202
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Glass Jacobson Investment Advisors llc 220.01%0.02%0.02%Q2 2023Q3 20232
New England Capital Financial Advisors LLC 220.04%0.06%0.09%Q4 2022Q1 20232
CNB Bank 110.01%0.02%0.02%Q4 2017Q3 20232
AllGen Financial Advisors, Inc. 220.67%0.91%1.14%Q2 2022Q3 20222
Grant/GrossMendelsohn, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Richard Bernstein Advisors LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Trexquant Investment LP 220.01%0.02%0.03%Q2 2023Q3 20232
Cahill Wealth Management, LLC 220.22%0.22%0.23%Q2 2022Q3 20222
XML SECURITIES, LLC 222.28%2.33%2.38%Q4 2017Q1 20182
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q3 2021Q4 20212
Elmwood Wealth Management, Inc. 110.02%0.34%0.67%Q4 2021Q3 20232
Comprehensive Financial Management LLC 220.04%0.50%0.96%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
True Capital Management 220.18%0.19%0.21%Q4 2022Q1 20232
Copperleaf Capital, LLC 220.28%0.43%0.58%Q2 2023Q3 20232
Portfolio Strategies Inc 110.21%0.23%0.26%Q4 2016Q2 20172
Spectrum Asset Management, Inc. (NB/CA) 220.08%0.15%0.22%Q4 2021Q1 20222
Jane Street Holding, LLC 220.18%0.19%0.19%Q3 2013Q4 20132
NORTHWESTERN MUTUAL LIFE INSURANCE CO 221.07%1.30%1.54%Q2 2013Q3 20132
WealthBridge Capital Management, LLC 220.06%0.06%0.07%Q4 2018Q1 20192
Sound View Wealth Advisors, LLC 220.35%0.43%0.52%Q4 2018Q1 20192
Advanced Asset Management Advisors Inc 220.02%0.03%0.05%Q4 2019Q1 20202
Shepherd Financial Partners LLC 220.06%0.76%1.45%Q3 2022Q4 20222
Vigilare Wealth Management 220.13%0.13%0.13%Q2 2021Q3 20212
Hugh Johnson Advisors LLC 220.62%0.63%0.64%Q1 2019Q2 20192
Northside Capital Management, LLC 110.14%0.32%0.50%Q3 2019Q2 20202
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2018Q2 20192
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Perella Weinberg Partners Capital Management LP 221.16%1.61%2.06%Q1 2020Q2 20202
Northeast Financial Group, Inc. 220.20%0.64%1.08%Q2 2023Q3 20232
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Argent Advisors, Inc. 220.11%0.17%0.24%Q4 2019Q1 20202
Busey Bank 110.03%0.03%0.04%Q4 2016Q2 20182
Cutler Capital Management, LLC 220.08%0.09%0.11%Q4 2019Q1 20202
Cardinal Point Wealth Management Partners, LLC 220.30%0.30%0.31%Q2 2022Q3 20222
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.72%0.74%0.75%Q3 2016Q4 20162
JSF Financial, LLC 221.28%2.12%2.95%Q3 2022Q4 20222
Fortis Capital Management LLC 220.19%0.20%0.21%Q2 2023Q3 20232
HOWE & RUSLING INC 220.00%0.01%0.02%Q2 2022Q3 20222
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 221.59%1.76%1.94%Q4 2016Q1 20172
Acorn Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2017Q1 20182
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q2 20232
Tradewinds Capital Management, LLC 110.00%0.01%0.01%Q1 2022Q4 20222
Financial Connections Group, Inc. 220.07%0.09%0.11%Q1 2023Q2 20232
Palo Capital, Inc. 220.19%0.19%0.19%Q2 2016Q3 20162
Auour Investments LLC 220.12%0.14%0.15%Q2 2023Q3 20232
Financial Management Professionals, Inc. 110.00%0.07%0.14%Q2 2022Q4 20222
DDD Partners, LLC 220.64%0.64%0.64%Q4 2017Q1 20182
Cosner Financial Group, LLC 223.35%3.42%3.49%Q2 2023Q3 20232
Townsend & Associates, Inc 220.01%0.01%0.01%Q4 2017Q1 20182
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.04%0.07%Q1 2020Q3 20222
Cynosure Group, LLC 220.10%0.40%0.69%Q2 2023Q3 20232
Values Added Financial LLC 220.32%0.33%0.34%Q2 2023Q3 20232
Idaho Trust Bank 220.58%0.59%0.60%Q2 2023Q3 20232
CHANNEL WEALTH LLC 220.12%0.16%0.20%Q1 2023Q2 20232
Point72 Asset Management, L.P. 220.04%0.05%0.06%Q2 2020Q3 20202
AVAII WEALTH MANAGEMENT, LLC 110.19%0.24%0.30%Q3 2022Q3 20232
American Trust 220.02%0.02%0.02%Q1 2023Q2 20232
CAMBIAR INVESTORS LLC 220.01%0.02%0.02%Q1 2013Q2 20132
Hoxton Financial, Inc. 220.02%0.03%0.04%Q2 2013Q3 20132
ABLE Financial Group, LLC 220.11%0.13%0.15%Q2 2023Q3 20232
Signator Financial Services, Inc. 220.17%0.21%0.25%Q2 2013Q3 20132
Integer Wealth Advisors Group LLC 220.15%0.17%0.18%Q4 2020Q1 20212
D L CARLSON INVESTMENT GROUP INC 220.73%0.73%0.74%Q2 2023Q3 20232
BOSTON FINANCIAL MANGEMENT LLC 220.08%0.08%0.08%Q3 2016Q4 20162
Alpha Quant Advisors, LLC 220.75%0.76%0.76%Q4 2018Q1 20192
Verition Fund Management LLC 220.00%0.02%0.04%Q1 2023Q2 20232
Fusion Investment Group, LLC 220.24%0.58%0.92%Q4 2013Q1 20142
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
IEQ CAPITAL, LLC 110.02%0.02%0.02%Q4 2019Q3 20222
MONOGRAPH WEALTH ADVISORS, LLC 220.20%0.20%0.21%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Edmond de Rothschild (Europe) 220.01%0.01%0.01%Q2 2016Q3 20162
Cherry Tree Wealth Management, LLC 220.29%0.36%0.43%Q2 2023Q3 20232
Crosspoint Capital Strategies, LLC 220.27%0.29%0.31%Q3 2015Q4 20152
UNION SAVINGS BANK 220.38%0.38%0.38%Q2 2023Q3 20232
Oakworth Capital, Inc. 110.00%0.01%0.01%Q1 2023Q3 20232
New England Investment & Retirement Group, Inc. 220.11%0.12%0.14%Q4 2016Q1 20172
KARLINSKI ANDREW C 220.04%0.04%0.04%Q4 2021Q1 20222
SRS Capital Advisors, Inc. 110.00%0.00%0.01%Q2 2021Q2 20222
440 INVESTMENT GROUP, LLC 220.20%0.21%0.22%Q1 2017Q2 20172
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2021Q4 20222
Old North State Trust, LLC 110.03%0.03%0.03%Q4 2018Q1 20232
BROWN WEALTH MANAGEMENT, LLC 223.79%4.22%4.65%Q2 2023Q3 20232
COOK WEALTH MANAGEMENT GROUP LLC 222.75%4.71%6.68%Q2 2023Q3 20232
Benchmark Financial Wealth Advisors, LLC 220.09%0.12%0.14%Q4 2021Q1 20222
NOMURA HOLDINGS INC 110.01%0.02%0.02%Q4 2012Q2 20132
INVENIO WEALTH PARTNERS LLC 220.48%1.97%3.45%Q2 2023Q3 20232
TRUST CO OF TOLEDO NA /OH/ 220.06%0.07%0.08%Q3 2023Q4 20232
Certus Wealth Management, LLC 220.47%0.81%1.16%Q2 2023Q3 20232
LMR Partners LLP 220.00%0.20%0.40%Q2 2023Q3 20232
Orcam Financial Group 220.40%0.44%0.48%Q4 2021Q1 20222
CGC Financial Services, LLC 226.26%6.29%6.32%Q2 2023Q3 20232
MONARCH CAPITAL MANAGEMENT INC/ 220.05%0.05%0.06%Q3 2021Q4 20212
Hoxton Planning & Management, LLC 220.58%0.69%0.80%Q4 2022Q1 20232
Koss-Olinger Consulting, LLC 220.04%0.04%0.04%Q1 2022Q2 20222
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
AXS Investments LLC 220.28%0.41%0.54%Q2 2023Q3 20232
Rain Capital Management, LLC 220.03%0.03%0.03%Q2 2016Q3 20162
Caerus Investment Advisors, LLC 110.25%0.32%0.40%Q4 2021Q2 20222
GRANDFIELD & DODD, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Bridge Advisory, LLC 110.09%0.11%0.13%Q4 2020Q3 20232
Arlington Financial Advisors, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
HEADINVEST, LLC 220.04%0.06%0.07%Q4 2021Q1 20222
Belvedere Advisors LLC 220.86%4.36%7.85%Q1 2019Q2 20192
TUCKER ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Sandy Cove Advisors, LLC 220.99%1.00%1.00%Q2 2023Q3 20232
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q4 20202
MCIA Inc 220.04%0.05%0.05%Q2 2017Q3 20172
Crescent Grove Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Waterford Advisors, LLC 224.15%4.41%4.68%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.14%0.15%0.16%Q4 2021Q1 20222
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MONTAGE INVESTMENTS, LLC 220.14%0.25%0.35%Q2 2016Q3 20162
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
Five Oceans Advisors 220.15%0.16%0.18%Q2 2022Q3 20222
MARINO, STRAM & ASSOCIATES LLC 220.08%0.09%0.10%Q4 2018Q1 20192
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Armbruster Capital Management, Inc. 220.08%0.09%0.10%Q4 2021Q1 20222
TIAA CREF TRUST CO FSB/MO 220.06%0.06%0.06%Q4 2016Q1 20172
Curtis Advisory Group, LLC 220.10%0.10%0.10%Q2 2022Q3 20222
Horrell Capital Management, Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
Oak Point Wealth Management 222.17%2.20%2.23%Q4 2017Q1 20182
Riverwater Partners LLC 110.33%1.84%3.36%Q4 2022Q4 20232
BOURGEON CAPITAL MANAGEMENT LLC 220.06%0.07%0.07%Q3 2020Q4 20202
Clearstead Trust, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.01%0.02%0.03%Q2 2022Q2 20232
Kingdom Financial Group LLC. 2211.86%11.97%12.07%Q2 2023Q3 20232
Opal Wealth Advisors, LLC 110.24%0.46%0.68%Q4 2021Q4 20222
Rye Brook Capital LLC 220.10%0.12%0.14%Q2 2023Q3 20232
Holland Advisory Services, Inc. 220.24%0.25%0.26%Q4 2021Q1 20222
Financial Planners of Cleveland, Inc. 226.03%6.99%7.95%Q4 2021Q1 20222
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.02%Q4 2014Q1 20152
Genesee Capital Advisors, LLC 110.18%0.18%0.18%Q1 2019Q2 20212
Register Financial Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Schubert & Co 220.01%0.01%0.01%Q2 2022Q3 20222
Roth Financial Partners LLC 220.69%1.41%2.13%Q2 2022Q3 20222
Summit Wealth Group, LLC 220.55%0.78%1.01%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.07%0.08%0.10%Q2 2013Q3 20132
Icon Wealth Advisors, LLC 222.19%2.38%2.58%Q3 2022Q4 20222
R. W. Roge & Company, Inc. 220.53%0.53%0.54%Q4 2019Q1 20202
Ahrens Investment Partners LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Callan Capital, LLC 110.03%0.10%0.18%Q3 2022Q3 20232
Navalign, LLC 220.24%0.34%0.44%Q3 2022Q4 20222
Visionary Asset Management, Inc. 220.10%0.13%0.16%Q1 2014Q2 20142
Summit Trail Advisors, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
NovaPoint Capital, LLC 220.18%0.19%0.21%Q4 2019Q1 20202
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q2 2016Q3 20162
Halpern Financial, Inc. 110.57%0.57%0.57%Q1 2022Q1 20221
Equita Financial Network, Inc. 113.72%3.72%3.72%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 114.58%4.58%4.58%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 112.73%2.73%2.73%Q3 2023Q3 20231
ROGCO, LP 110.34%0.34%0.34%Q3 2023Q3 20231
United Community Bank 111.29%1.29%1.29%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
Exchange Bank 112.69%2.69%2.69%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Kalos Management, Inc. 110.13%0.13%0.13%Q2 2018Q2 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 111.01%1.01%1.01%Q1 2015Q1 20151
Florence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CEDAR CAPITAL, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Schonfeld Strategic Advisors LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Aureus Asset Management, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Brightworth 110.36%0.36%0.36%Q3 2022Q3 20221
PT ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q4 2014Q4 20141
COOPER/HAIMS ADVISORS, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
SYMMETRY PEAK MANAGEMENT LLC 110.59%0.59%0.59%Q2 2014Q2 20141
BlackRock Japan Co. Ltd 110.01%0.01%0.01%Q3 2016Q3 20161
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
Pegasus Partners Ltd. 110.68%0.68%0.68%Q3 2016Q3 20161
Institute for Wealth Management, LLC. 110.06%0.06%0.06%Q4 2017Q4 20171
Cleary Gull Holdings Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.01%0.01%0.01%Q4 2013Q4 20131
Arlington Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Manifold Partners, LLC 111.54%1.54%1.54%Q3 2016Q3 20161
IBERIABANK CORP 110.02%0.02%0.02%Q2 2020Q2 20201
Farmer Steven Patrick 110.09%0.09%0.09%Q2 2022Q2 20221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q2 2013Q2 20131
True North Advisors, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
ABERDEEN ASSET MANAGEMENT PLC/UK 110.01%0.01%0.01%Q2 2017Q2 20171
CADENCE BANK NA 111.27%1.27%1.27%Q3 2022Q3 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Wright Fund Management, LLC 110.96%0.96%0.96%Q2 2023Q2 20231
FIRST MERCHANTS CORP 110.02%0.02%0.02%Q3 2017Q3 20171
First Personal Financial Services 110.02%0.02%0.02%Q3 2015Q3 20151
BBVA USA Bancshares, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Farmers National Bank 110.01%0.01%0.01%Q1 2019Q1 20191
DESCHAINE & COMPANY, LLC 110.32%0.32%0.32%Q4 2014Q4 20141
WINDWARD CAPITAL MANAGEMENT CO /CA 110.09%0.09%0.09%Q2 2013Q2 20131
Taylor Frigon Capital Management LLC 110.01%0.01%0.01%Q3 2015Q3 20151
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.76%0.76%0.76%Q3 2018Q3 20181
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
Edgestream Partners, L.P. 110.95%0.95%0.95%Q1 2023Q1 20231
Rainier Group Investment Advisory LLC 110.11%0.11%0.11%Q1 2018Q1 20181
BANK OF NOVA SCOTIA 110.02%0.02%0.02%Q3 2020Q3 20201
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q4 2020Q4 20201
ECLECTIC ASSOCIATES INC /ADV 111.17%1.17%1.17%Q4 2022Q4 20221
WealthTrust-Arizona, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.68%0.68%0.68%Q4 2021Q4 20211
First Fiduciary Investment Counsel, Inc. 110.11%0.11%0.11%Q2 2013Q2 20131
Biltmore Capital Advisors LLC 110.07%0.07%0.07%Q4 2021Q4 20211
GFS Advisors, LLC 110.18%0.18%0.18%Q1 2016Q1 20161
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SHIKIAR ASSET MANAGEMENT INC 110.11%0.11%0.11%Q2 2017Q2 20171
OLD MISSION CAPITAL, LLC 110.50%0.50%0.50%Q4 2020Q4 20201
Peregrine Asset Advisers, Inc. 110.76%0.76%0.76%Q3 2023Q3 20231
Allianz Asset Management GmbH 110.00%0.00%0.00%Q2 2016Q2 20161
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Ironsides Asset Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Strategic Financial Services, Inc, 110.57%0.57%0.57%Q1 2022Q1 20221
Wealth Architects, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Dynamic Technology Lab Private Ltd 110.31%0.31%0.31%Q1 2020Q1 20201
Caprock Group, LLC 110.20%0.20%0.20%Q2 2016Q2 20161
Tufton Capital Management 110.32%0.32%0.32%Q4 2021Q4 20211
INTEGRATED CAPITAL MANAGEMENT, INC. 110.29%0.29%0.29%Q4 2019Q4 20191
Syntal Capital Partners, LLC 110.25%0.25%0.25%Q4 2017Q4 20171
PLANNING DIRECTIONS INC 114.22%4.22%4.22%Q1 2020Q1 20201
CAPE COD FIVE CENTS SAVINGS BANK 110.02%0.02%0.02%Q3 2023Q3 20231
PENSECO FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q3 2013Q3 20131
INTEGRAL DERIVATIVES, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
SANDERS MORRIS HARRIS LLC 110.38%0.38%0.38%Q1 2020Q1 20201
QUEST CAPITAL MANAGEMENT INC /ADV 110.31%0.31%0.31%Q4 2021Q4 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.46%0.46%0.46%Q4 2017Q4 20171
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Winslow, Evans & Crocker, Inc. 110.04%0.04%0.04%Q4 2013Q4 20131
NatWest Group plc 110.02%0.02%0.02%Q2 2013Q2 20131
ROCKLAND TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
Aristides Capital LLC 110.84%0.84%0.84%Q1 2020Q1 20201
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
Blume Capital Management, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Parkside Advisors LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Gallagher Benefit Services, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
Columbia Asset Management 110.04%0.04%0.04%Q4 2016Q4 20161
Osborn Williams & Donohoe LLC 110.22%0.22%0.22%Q1 2019Q1 20191
Blackhawk Capital Partners LLC. 112.75%2.75%2.75%Q4 2022Q4 20221
LINCOLN CAPITAL CORP 110.41%0.41%0.41%Q2 2022Q2 20221
CANTOR FITZGERALD, L. P. 110.01%0.01%0.01%Q2 2023Q2 20231
Willingdon Wealth Management 110.00%0.00%0.00%Q4 2019Q4 20191
EXENCIAL WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q1 2013Q1 20131
LVW Advisors, LLC 110.27%0.27%0.27%Q4 2017Q4 20171
RIDGECREST WEALTH PARTNERS, LLC 110.13%0.13%0.13%Q3 2021Q3 20211
Guardian Wealth Advisors, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.55%0.55%0.55%Q2 2022Q2 20221
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DEFINED WEALTH MANAGEMENT, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Invst, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Buttonwood Financial Group, LLC 116.49%6.49%6.49%Q3 2023Q3 20231
InTrack Investment Management Inc 110.42%0.42%0.42%Q3 2022Q3 20221
FIDELITY D & D BANCORP INC 111.24%1.24%1.24%Q3 2023Q3 20231
Wealth Dimensions Group, Ltd. 110.08%0.08%0.08%Q2 2023Q2 20231
SAX WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Derbend Asset Management 110.38%0.38%0.38%Q3 2023Q3 20231
BLUESTEIN R H & CO LLC 110.03%0.03%0.03%Q3 2022Q3 20221
CFS Investment Advisory Services, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
J Arnold Wealth Management Co 110.02%0.02%0.02%Q4 2019Q4 20191
Daniels&Tansey,LLP 110.31%0.31%0.31%Q3 2020Q3 20201
Kensington Investment Counsel, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Team Financial Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Oder Investment Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
WAYCROSS PARTNERS, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Headlands Technologies LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Community Financial Services Group, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Council Asset Management Inc 112.19%2.19%2.19%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Alpha DNA Investment Management LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Choice Wealth Advisors, LLC 111.50%1.50%1.50%Q2 2022Q2 20221
SJS Investment Consulting Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Hoese & Co LLP 110.05%0.05%0.05%Q3 2022Q3 20221
4Thought Financial Group Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Wealthstream Advisors, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
IAM Advisory, LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Richard P Slaughter Associates Inc 110.16%0.16%0.16%Q4 2022Q4 20221
ARQ WEALTH ADVISORS, LLC 110.45%0.45%0.45%Q4 2020Q4 20201
REBALANCE, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
TAGStone Capital, Inc. 110.74%0.74%0.74%Q2 2022Q2 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Henrickson Nauta Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Royal Fund Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Custos Family Office, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Sculati Wealth Management, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Conrad Siegel Investment Advisors, Inc. 114.63%4.63%4.63%Q3 2022Q3 20221
MATTERN CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
American Family Insurance Mutual Holding Co 110.55%0.55%0.55%Q2 2021Q2 20211
Bowman & Co S.C. 110.30%0.30%0.30%Q4 2022Q4 20221
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 115.50%5.50%5.50%Q4 2021Q4 20211
Janney Capital Management LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Texas Capital Bank Wealth Management Services Inc 110.04%0.04%0.04%Q2 2022Q2 20221
Shore Point Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Investment Research & Advisory Group, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
SC&H Financial Advisors, Inc. 110.10%0.10%0.10%Q1 2022Q1 20221
UNIONVIEW, LLC 110.41%0.41%0.41%Q1 2022Q1 20221
LifeSteps Financial, Inc. 110.26%0.26%0.26%Q3 2022Q3 20221
One Charles Private Wealth Services, LLC 113.49%3.49%3.49%Q4 2020Q4 20201
CABOT WEALTH MANAGEMENT INC 110.13%0.13%0.13%Q2 2013Q2 20131
ATTICUS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Americana Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Obsidian Personal Planning Solutions LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Fiduciary Planning LLC 111.38%1.38%1.38%Q4 2019Q4 20191
Cornerstone Retirement Group, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Zullo Investment Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Sierra Capital LLC 110.31%0.31%0.31%Q1 2021Q1 20211
FINANCIAL COUNSELORS INC 110.06%0.06%0.06%Q3 2023Q3 20231
Osbon Capital Management LLC 111.51%1.51%1.51%Q2 2019Q2 20191
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Next Level Private LLC 110.14%0.14%0.14%Q2 2022Q2 20221
MBE Wealth Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Bell Bank 110.09%0.09%0.09%Q2 2022Q2 20221
Pacific Edge Advisors, LLC 110.35%0.35%0.35%Q4 2019Q4 20191
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Knuff & Co LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Trail Ridge Investment Advisors, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Intergy Private Wealth, LLC 110.20%0.20%0.20%Q3 2022Q3 20221
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Opes Wealth Management LLC 112.92%2.92%2.92%Q2 2022Q2 20221
Vantage Financial Partners, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Concorde Financial Corp 110.03%0.03%0.03%Q4 2021Q4 20211
Lantz Financial LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Questar Asset Management, Inc. 110.95%0.95%0.95%Q4 2018Q4 20181
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 110.89%0.89%0.89%Q1 2014Q1 20141
Resurgent Financial Advisors LLC 110.04%0.04%0.04%Q4 2022Q4 20221
KerberRose Wealth Management, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
S&T BANK/PA 110.05%0.05%0.05%Q4 2019Q4 20191
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 111.57%1.57%1.57%Q3 2013Q3 20131
PRW Wealth Management LLC 110.20%0.20%0.20%Q2 2021Q2 20211
SIENA CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Nvest Financial, LLC 110.60%0.60%0.60%Q1 2023Q1 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
Wambolt & Associates, LLC 110.65%0.65%0.65%Q1 2023Q1 20231
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
Retireful, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
QCM Cayman, Ltd. 111.52%1.52%1.52%Q2 2021Q2 20211
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 111.51%1.51%1.51%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.59%0.59%0.59%Q1 2022Q1 20221
Pinion Investment Advisors, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
FSC Wealth Advisors, LLC 110.75%0.75%0.75%Q4 2021Q4 20211
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.83%0.83%0.83%Q4 2019Q4 20191
Lansing Street Advisors 110.04%0.04%0.04%Q4 2022Q4 20221
Worth Asset Management, LLC 110.55%0.55%0.55%Q2 2022Q2 20221
Titus Wealth Management 110.11%0.11%0.11%Q2 2022Q2 20221
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.02%0.02%0.02%Q3 2021Q3 20211
OLD SECOND NATIONAL BANK OF AURORA 110.02%0.02%0.02%Q3 2016Q3 20161
CHAI TRUST CO LLC 110.03%0.03%0.03%Q2 2021Q2 20211
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q2 2017Q2 20171
Solstein Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Acorn Advisory Capital L.P. 110.46%0.46%0.46%Q4 2017Q4 20171
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Athanor Capital, LP 112.50%2.50%2.50%Q1 2020Q1 20201
Catalyst Wealth Management, LLC 110.56%0.56%0.56%Q1 2023Q1 20231
RETIREMENT INCOME SOLUTIONS, INC 110.06%0.06%0.06%Q1 2023Q1 20231
Virtue Capital Management, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
Cypress Capital, LLC 110.74%0.74%0.74%Q4 2019Q4 20191
Keystone Financial Group 110.04%0.04%0.04%Q3 2021Q3 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
CLOUGH CAPITAL PARTNERS L P 110.04%0.04%0.04%Q2 2016Q2 20161
Accuvest Global Advisors 111.17%1.17%1.17%Q4 2013Q4 20131
ACUTE INVESTMENT ADVISORY, LLC 110.82%0.82%0.82%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.12%0.12%0.12%Q2 2013Q2 20131
WJ Interests, LLC 118.90%8.90%8.90%Q2 2022Q2 20221
Fiera Capital Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Francis Financial, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Centurion Wealth Management LLC 110.16%0.16%0.16%Q4 2022Q4 20221
WoodTrust Financial Corp 110.10%0.10%0.10%Q1 2022Q1 20221
DRIVE WEALTH MANAGEMENT, LLC 112.50%2.50%2.50%Q1 2022Q1 20221
MD Financial Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BASSO CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
Redwood Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CARL DOMINO INC 113.41%3.41%3.41%Q2 2013Q2 20131
PFM Asset Management LLC 119.51%9.51%9.51%Q2 2020Q2 20201
Leicht Financial Planning & Wealth Management, Inc. 110.23%0.23%0.23%Q1 2020Q1 20201
Thomas J. Herzfeld Advisors, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Peak Capital Management LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Mainsail Financial Group, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Align Wealth Management, LLC 117.58%7.58%7.58%Q4 2022Q4 20221
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Stamos Capital Partners, L.P. 110.93%0.93%0.93%Q4 2021Q4 20211
Arjuna Capital 110.07%0.07%0.07%Q3 2023Q3 20231
Keeley-Teton Advisors, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
STERLING INVESTMENT MANAGEMENT, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Stadion Money Management, LLC 110.07%0.07%0.07%Q4 2014Q4 20141
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
KCS Wealth Advisory 110.06%0.06%0.06%Q3 2019Q3 20191
Covenant Asset Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
MILESTONE ASSET MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
PEOPLES BANK /OH 110.33%0.33%0.33%Q3 2023Q3 20231
Cornerstone Investment Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.48%0.48%0.48%Q3 2014Q3 20141
FCG ADVISORS, LLC 110.16%0.16%0.16%Q4 2014Q4 20141
Broadview Financial Management, LLC 110.79%0.79%0.79%Q1 2022Q1 20221
Independent Advisor Alliance 110.38%0.38%0.38%Q4 2019Q4 20191
Premia Global Advisors, LLC 110.25%0.25%0.25%Q4 2017Q4 20171
Silver Point Capital L.P. 115.55%5.55%5.55%Q1 2020Q1 20201
SOL Capital Management CO 110.31%0.31%0.31%Q3 2023Q3 20231
Weiss Asset Management LP 110.12%0.12%0.12%Q3 2018Q3 20181
Gateway Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Alpha Financial Partners, LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q3 2023Q3 20231
BRIGHTON JONES LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Stonehearth Capital Management, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
ELM ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
REFRAME WEALTH, LLC 118.04%8.04%8.04%Q4 2022Q4 20221
Pinnacle Family Advisors, LLC 111.70%1.70%1.70%Q1 2019Q1 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Long Wharf Investors, Inc. 110.20%0.20%0.20%Q2 2013Q2 20131
ALLSTATE INVESTMENT MANAGEMENT CO 111.94%1.94%1.94%Q4 2022Q4 20221
Reby Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Frontier Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SFMG, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Samalin Investment Counsel, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
ETRADE Capital Management LLC 110.20%0.20%0.20%Q3 2020Q3 20201
Lombard Odier Transatlantic Ltd 110.25%0.25%0.25%Q4 2015Q4 20151
Main Street Research LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Morningstar Investment Management LLC 114.94%4.94%4.94%Q4 2019Q4 20191
Quantitative Advantage, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
AIFG Consultants Ltd. 112.69%2.69%2.69%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Asia Research & Capital Management Ltd 1195.68%95.68%95.68%Q1 2020Q1 20201
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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