ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.02%Q4 2013Q3 202375
Citadel Advisors 1810.00%0.00%0.14%Q1 2014Q3 202352
Rehmann Capital Advisory Group 36150.02%1.48%6.25%Q3 2010Q3 202351
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.03%Q1 2012Q3 202350
THRIVENT FINANCIAL FOR LUTHERANS 3310.00%0.08%0.45%Q3 2014Q3 202349
BANK OF AMERICA CORP /DE/ 42420.00%0.58%1.04%Q2 2013Q3 202349
HUNTINGTON NATIONAL BANK 3590.00%0.07%0.21%Q4 2011Q3 202347
KEYBANK NATIONAL ASSOCIATION/OH 44440.08%0.66%1.39%Q4 2012Q3 202344
CITIGROUP INC 42420.00%0.00%0.07%Q2 2013Q3 202343
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.15%Q2 2013Q3 202343
COMMERCE BANK 43430.00%0.03%0.08%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.02%0.10%0.35%Q1 2013Q3 202343
Acropolis Investment Management, LLC 42420.07%1.29%4.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.07%0.28%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%2.91%8.23%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.09%1.79%4.29%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.04%0.06%0.12%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.06%0.15%0.32%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.26%0.95%1.79%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.07%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.07%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.04%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.02%0.50%0.97%Q2 2013Q3 202342
NewSquare Capital LLC 42420.61%1.92%5.09%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.10%1.11%1.86%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.01%2.52%4.42%Q2 2013Q4 202342
Cetera Advisors LLC 42420.02%0.16%0.56%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.33%1.74%5.72%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.05%0.55%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.35%2.14%6.28%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.03%0.09%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.11%0.65%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.67%3.10%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.24%0.85%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.03%0.17%0.39%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.02%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.06%0.12%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.08%0.16%Q2 2013Q3 202342
Sage Advisory Services, Ltd.Co. 42420.56%6.10%12.89%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.04%0.08%0.17%Q2 2013Q4 202342
Gradient Investments LLC 42420.00%2.45%4.34%Q2 2013Q3 202342
IMA Wealth, Inc. 42420.10%0.21%0.43%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.07%0.28%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.05%0.12%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.03%0.17%0.50%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.49%0.98%3.13%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.11%0.34%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.07%0.46%1.38%Q2 2013Q3 202342
Haverford Trust Co 4010.34%0.64%1.26%Q2 2013Q3 202341
ASSETMARK, INC 41410.20%1.17%3.61%Q3 2013Q3 202341
Parkside Advisors LLC 41410.07%3.42%5.92%Q4 2013Q4 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.03%0.07%Q2 2013Q3 202341
Korea Investment CORP 41410.13%0.27%0.56%Q3 2013Q3 202341
Private Advisor Group, LLC 39390.00%0.16%0.44%Q1 2014Q3 202340
SYNOVUS FINANCIAL CORP 23170.00%0.02%0.16%Q2 2013Q3 202340
BAR HARBOR WEALTH MANAGEMENT 40400.02%0.22%0.35%Q1 2013Q4 202240
Checchi Capital Advisers, LLC 40400.53%2.24%7.63%Q4 2013Q3 202340
Blue Edge Capital, LLC 40400.58%1.16%2.11%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.06%0.16%Q4 2013Q3 202340
ALESCO ADVISORS LLC 3370.03%0.10%0.24%Q2 2013Q3 202340
Dana Investment Advisors, Inc. 1830.01%0.04%0.06%Q2 2013Q3 202339
Atria Investments, Inc 2320.03%0.18%0.42%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.28%0.42%0.66%Q1 2014Q3 202339
LEUTHOLD GROUP, LLC 20190.25%2.51%4.93%Q2 2013Q3 202339
BANK OF THE WEST 39390.08%0.49%1.28%Q2 2013Q4 202239
Janney Montgomery Scott LLC 3810.01%0.16%0.63%Q3 2013Q3 202339
Freedom Investment Management, Inc. 3350.03%0.15%1.18%Q1 2013Q3 202338
CONFLUENCE INVESTMENT MANAGEMENT LLC 38380.10%0.29%0.62%Q2 2013Q3 202238
Stadion Money Management, LLC 37370.01%0.78%1.26%Q2 2013Q2 202238
Estate Counselors, LLC 37370.25%2.34%5.21%Q3 2013Q3 202237
M&T BANK CORP 2140.00%0.01%0.07%Q2 2013Q3 202337
FARMERS & MERCHANTS INVESTMENTS INC 37370.00%0.00%0.01%Q3 2014Q3 202337
DUBUQUE BANK & TRUST CO 25120.00%0.28%0.88%Q1 2014Q3 202337
Invesco Ltd. 20160.00%0.00%0.00%Q2 2013Q3 202336
Stratos Wealth Partners, LTD. 36360.03%0.34%1.84%Q4 2014Q3 202336
UBS ASSET MANAGEMENT AMERICAS INC 2690.00%0.01%0.02%Q2 2013Q3 202336
UBS Group AG 36360.03%0.07%0.19%Q4 2014Q3 202336
Quantum Capital Management, LLC / NJ 36360.12%0.26%0.42%Q2 2013Q1 202236
Advisory Services Network, LLC 2710.00%0.06%0.19%Q4 2013Q3 202336
Concorde Asset Management, LLC 36360.31%1.63%3.36%Q4 2014Q3 202336
Sigma Planning Corp 36360.02%0.17%0.88%Q4 2014Q3 202336
CWM, LLC 2410.01%0.46%2.13%Q3 2013Q3 202336
SEI INVESTMENTS CO 36360.00%0.07%0.29%Q4 2014Q3 202336
State of Tennessee, Treasury Department 35350.16%0.54%1.92%Q1 2015Q3 202335
BARCLAYS PLC 1710.00%0.05%0.34%Q2 2013Q4 202235
Charles Schwab Investment Advisory, Inc. 24110.00%2.90%11.93%Q2 2013Q3 202335
Voya Financial Advisors, Inc. 35350.27%0.59%1.35%Q1 2015Q3 202335
Simplicity Solutions, LLC 2870.01%0.60%3.83%Q4 2014Q3 202335
Quantitative Advantage, LLC 3410.27%1.01%2.73%Q4 2013Q1 202335
RAYMOND JAMES TRUST N.A. 35350.02%0.05%0.12%Q1 2015Q3 202335
CAPTRUST FINANCIAL ADVISORS 2630.00%0.16%0.76%Q3 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.03%0.09%0.18%Q2 2013Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.10%0.52%1.39%Q4 2014Q3 202335
Baird Financial Group, Inc. 34340.01%0.02%0.04%Q2 2015Q3 202334
BLAIR WILLIAM & CO/IL 3040.00%0.01%0.15%Q2 2013Q3 202334
HM PAYSON & CO 2210.00%0.26%1.96%Q2 2013Q1 202234
Barrett Asset Management, LLC 34340.00%0.02%0.06%Q2 2013Q3 202134
DT Investment Partners, LLC 34342.89%4.67%8.48%Q2 2013Q3 202134
MUFG Americas Holdings Corp 2910.00%0.05%0.27%Q3 2013Q3 202233
TRUIST FINANCIAL CORP 17160.01%0.22%0.56%Q2 2013Q3 202333
Eagle Ridge Investment Management 33330.07%1.21%2.78%Q3 2015Q3 202333
Capital Analysts, LLC 2570.00%0.38%0.99%Q2 2015Q3 202332
High Falls Advisors, Inc 32320.22%3.07%5.82%Q4 2015Q3 202332
WRAPMANAGER INC 2570.14%0.69%1.52%Q3 2012Q1 202332
FEDERATED HERMES, INC. 2710.00%0.02%0.09%Q2 2013Q3 202332
Carroll Financial Associates, Inc. 32320.00%0.01%0.03%Q1 2014Q4 202132
Alpha Cubed Investments, LLC 32320.02%0.47%1.15%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.01%0.05%Q4 2015Q3 202332
Allianz Asset Management GmbH 2750.00%0.01%0.06%Q4 2013Q3 202332
Kepos Capital LP 3020.00%10.27%37.93%Q3 2015Q3 202332
Brookstone Capital Management 1720.01%0.40%0.88%Q2 2015Q3 202332
FRANKLIN RESOURCES INC 2380.00%0.01%0.02%Q3 2015Q3 202331
Financial Advantage, Inc. 2010.04%0.12%0.35%Q2 2013Q3 202331
Capital Investment Advisors, LLC 1840.02%1.15%3.11%Q4 2013Q4 202331
Cetera Investment Advisers 31310.03%0.18%0.82%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.40%1.21%Q1 2016Q3 202331
IFP Advisors, Inc 17140.03%0.16%0.68%Q4 2015Q3 202331
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2330.00%0.00%0.02%Q2 2013Q1 202231
Transamerica Financial Advisors, Inc. 2310.00%0.13%0.55%Q2 2013Q3 202331
Pinnacle Advisory Group, Inc. 2910.05%0.16%0.34%Q3 2013Q1 202130
First Allied Advisory Services, Inc. 30300.10%0.55%1.88%Q2 2013Q3 202030
Johnson Financial Group, Inc. 30300.00%0.36%1.16%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.09%0.29%1.66%Q1 2016Q3 202330
MILLENNIUM MANAGEMENT LLC 1620.00%0.01%0.05%Q3 2014Q2 202330
Jacobi Capital Management LLC 30300.03%0.14%0.22%Q2 2016Q3 202330
COMERICA BANK 2710.00%0.01%0.03%Q2 2013Q3 202330
ETRADE Capital Management LLC 30300.46%1.17%1.87%Q2 2013Q3 202030
Cypress Capital Group 30300.06%0.47%0.78%Q2 2013Q3 202030
Betterment LLC 30300.01%0.03%0.08%Q2 2016Q3 202330
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 910.12%0.39%1.41%Q2 2015Q3 202329
People's United Financial, Inc. 17120.00%0.30%1.10%Q2 2013Q1 202229
FCA CORP /TX 2810.11%0.48%2.96%Q2 2013Q4 202129
DAVENPORT & Co LLC 2180.00%0.01%0.02%Q2 2013Q2 202229
Archford Capital Strategies, LLC 1360.00%0.20%0.58%Q1 2014Q3 202229
Laffer Tengler Investments, Inc. 29290.10%0.23%0.51%Q1 2015Q1 202229
Regal Investment Advisors LLC 1710.01%0.48%2.26%Q2 2013Q3 202329
NEXT Financial Group, Inc 1410.00%0.10%0.46%Q2 2014Q4 202129
NTV ASSET MANAGEMENT LLC 15140.04%0.10%0.42%Q2 2013Q3 202329
Horan Securities, Inc. 2270.03%2.86%6.73%Q1 2016Q2 202329
OPPENHEIMER & CO INC 1410.01%0.04%0.10%Q2 2013Q3 202328
Parallax Volatility Advisers, L.P. 2130.00%0.00%0.04%Q2 2014Q4 202228
Winfield Associates, Inc. 17110.02%0.14%0.47%Q4 2013Q1 202228
Steward Partners Investment Advisory, LLC 28280.02%0.09%0.43%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.00%0.13%0.38%Q4 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.86%3.27%8.17%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.21%0.77%Q4 2016Q3 202328
TOMPKINS FINANCIAL CORP 1810.00%0.01%0.02%Q2 2013Q4 202328
Cornerstone Wealth Management, LLC 2530.03%0.15%0.40%Q3 2016Q3 202328
WHITTIER TRUST CO 27270.00%0.01%0.06%Q1 2017Q3 202327
Parallel Advisors, LLC 27270.00%0.13%0.67%Q1 2017Q3 202327
Haverford Financial Services, Inc. 16110.09%0.21%0.41%Q3 2015Q3 202327
LAZARD ASSET MANAGEMENT LLC 2310.00%0.03%0.08%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.07%0.30%1.34%Q2 2013Q4 201927
RKL Wealth Management LLC 27270.14%1.56%2.72%Q1 2017Q3 202327
DUNCKER STREETT & CO INC 16110.01%0.02%0.03%Q1 2014Q3 202327
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15120.00%0.18%0.67%Q2 2013Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.09%0.34%Q1 2017Q3 202327
AllSquare Wealth Management LLC 2520.01%0.04%0.06%Q4 2016Q3 202327
Clear Harbor Asset Management, LLC 2430.04%0.08%0.22%Q1 2015Q1 202327
NOMURA ASSET MANAGEMENT CO LTD 14130.00%0.02%0.10%Q1 2016Q3 202327
RiverFront Investment Group, LLC 1820.19%2.07%6.82%Q4 2008Q1 202327
Global Retirement Partners, LLC 2070.46%0.96%1.92%Q4 2016Q3 202327
Frontier Wealth Management LLC 1890.00%1.06%3.24%Q4 2014Q2 202227
PRUDENTIAL FINANCIAL INC 2250.00%0.01%0.05%Q4 2015Q3 202327
B. Riley Wealth Advisors, Inc. 2410.00%0.10%0.28%Q2 2013Q3 202327
FAS Wealth Partners, Inc. 2070.01%0.18%0.71%Q2 2016Q3 202327
ALLIANCEBERNSTEIN L.P. 2510.00%0.02%0.03%Q2 2014Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 14120.03%0.15%0.32%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.04%0.11%0.21%Q2 2013Q3 201926
COLONY GROUP LLC 910.01%0.06%0.32%Q4 2013Q4 202126
NewEdge Advisors, LLC 26260.02%0.17%0.44%Q2 2017Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.71%1.48%4.50%Q2 2017Q3 202326
Allworth Financial LP 1710.00%0.61%2.58%Q4 2016Q3 202326
Millburn Ridgefield Corp 26260.00%0.04%0.21%Q4 2016Q1 202326
Mitsubishi UFJ Trust & Banking Corp 26260.02%0.14%0.29%Q2 2017Q3 202326
Shamrock Asset Management LLC 26260.01%0.26%1.34%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.05%0.28%0.77%Q2 2017Q3 202326
MEEDER ASSET MANAGEMENT INC 26260.00%0.03%0.19%Q1 2016Q2 202226
SUNTRUST BANKS INC 26260.23%0.58%0.75%Q2 2013Q3 201926
Capital Investment Advisory Services, LLC 26260.00%0.10%0.20%Q4 2016Q1 202326
DEUTSCHE BANK AG\ 1820.00%0.01%0.04%Q3 2013Q3 202326
Wealthcare Advisory Partners LLC 25250.00%1.00%2.82%Q3 2017Q3 202325
JANE STREET GROUP, LLC 1510.00%0.11%0.39%Q1 2014Q3 202325
GAMBLE JONES INVESTMENT COUNSEL 25250.02%0.04%0.06%Q2 2013Q2 201925
WHITTIER TRUST CO OF NEVADA INC 2310.00%0.01%0.03%Q2 2013Q2 202325
JOHNSON INVESTMENT COUNSEL INC 25250.03%0.07%0.27%Q2 2013Q2 201925
Money Design Co.,Ltd. 25253.73%4.28%5.37%Q3 2017Q3 202325
Sequoia Financial Advisors, LLC 1520.02%0.10%0.21%Q1 2016Q3 202325
Brinker Capital Investments, LLC 1220.00%0.01%0.11%Q2 2013Q4 202225
Avalon Investment & Advisory 24240.02%1.32%2.50%Q2 2017Q1 202324
180 WEALTH ADVISORS, LLC 24240.13%0.35%0.66%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.68%1.56%3.22%Q4 2017Q3 202324
Hudock, Inc. 1610.00%0.02%0.07%Q2 2013Q3 202224
Ameritas Investment Partners, Inc. 1110.00%0.00%0.01%Q4 2014Q3 202324
WealthShield Partners, LLC 24240.00%0.34%1.04%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1860.00%0.00%0.01%Q2 2013Q3 202324
LeJeune Puetz Investment Counsel LLC 24240.08%0.20%0.37%Q4 2016Q3 202224
IndexIQ Advisors LLC 24240.08%1.07%2.78%Q2 2016Q1 202224
Newman Dignan & Sheerar, Inc. 24240.01%0.27%1.76%Q2 2016Q1 202224
Mirae Asset Global Investments Co., Ltd. 2310.00%0.12%0.43%Q3 2015Q3 202324
BerganKDV Wealth Management, LLC 24241.96%3.53%5.05%Q3 2017Q2 202324
1607 Capital Partners, LLC 1420.03%2.91%7.48%Q1 2016Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.06%0.14%Q4 2017Q3 202324
Cordasco Financial Network 14100.00%0.09%0.52%Q4 2013Q3 202024
AdvisorNet Financial, Inc 24240.01%0.07%0.27%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.05%0.15%0.53%Q4 2017Q3 202324
Shepherd Financial Partners LLC 24240.04%0.34%2.72%Q4 2016Q3 202224
REILLY FINANCIAL ADVISORS, LLC 1140.00%0.01%0.02%Q2 2013Q4 202124
Chesapeake Wealth Management 23230.10%0.29%0.95%Q1 2018Q3 202323
ROCKLAND TRUST CO 23230.65%1.99%2.63%Q1 2018Q3 202323
PFS INVESTMENTS INC. 23231.00%1.59%3.06%Q4 2017Q2 202323
Anchor Investment Management, LLC 23230.00%0.01%0.02%Q1 2016Q3 202123
Financial Advocates Investment Management 12110.02%0.14%0.60%Q4 2017Q3 202323
Torch Wealth Management LLC 1940.23%0.31%0.37%Q4 2013Q4 201923
Vigilant Capital Management, LLC 2010.00%0.11%2.30%Q2 2013Q1 202223
Dynamic Advisor Solutions LLC 23230.07%0.13%0.22%Q1 2018Q3 202323
FIRST AMERICAN TRUST, FSB 910.04%0.15%0.59%Q2 2015Q3 202323
CreativeOne Wealth, LLC 23230.10%0.78%2.12%Q1 2018Q3 202323
Aveo Capital Partners, LLC 1110.05%0.20%0.47%Q4 2016Q3 202323
Integrated Wealth Concepts LLC 22220.07%0.33%0.68%Q2 2018Q3 202322
Sowell Financial Services LLC 1020.03%0.12%0.24%Q1 2017Q3 202322
BARINGS LLC 2020.00%0.02%0.03%Q3 2017Q3 202322
CAHABA WEALTH MANAGEMENT, INC. 22220.06%0.18%0.38%Q2 2018Q3 202322
CENTAURUS FINANCIAL, INC. 22220.00%0.23%0.70%Q2 2018Q3 202322
FMR LLC 2110.00%0.01%0.05%Q3 2016Q3 202322
Opus Capital Group, LLC 22220.09%0.30%0.51%Q2 2013Q3 201822
Linscomb & Williams, Inc. 22220.02%0.04%0.08%Q3 2016Q4 202122
FC Advisory LLC 22220.16%0.49%0.65%Q3 2018Q4 202322
Venturi Wealth Management, LLC 920.02%0.12%0.29%Q4 2015Q3 202322
QS Investors, LLC 22220.00%0.08%0.11%Q4 2015Q1 202122
PFG Advisors 1750.05%0.36%0.81%Q4 2017Q3 202322
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1410.10%0.55%2.92%Q3 2015Q3 202222
AJ WEALTH STRATEGIES, LLC 22220.06%0.50%1.21%Q1 2018Q2 202322
Forward Management, LLC 22220.06%0.10%0.18%Q2 2013Q3 201822
Fort Point Capital Partners LLC 1480.09%0.51%1.22%Q3 2015Q3 202322
TRUE Private Wealth Advisors 22220.30%0.42%0.70%Q2 2018Q3 202322
PARK AVENUE SECURITIES LLC 1410.09%1.07%2.97%Q3 2015Q3 202322
Day & Ennis, LLC 1840.21%0.70%1.20%Q1 2017Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 1660.02%0.08%0.14%Q4 2016Q3 202322
WEALTHSOURCE PARTNERS, LLC 1930.07%1.10%3.10%Q1 2016Q3 202322
UMB Bank, n.a. 22220.00%0.03%0.07%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 1710.00%0.39%2.11%Q2 2017Q3 202321
AFAM CAPITAL, INC. 21210.09%1.42%3.81%Q2 2013Q2 201821
AE Wealth Management LLC 21210.02%0.16%0.67%Q3 2018Q3 202321
CREDIT SUISSE AG/ 1210.00%0.01%0.02%Q1 2013Q3 202121
Asset Management One Co., Ltd. 2010.00%0.21%0.45%Q2 2018Q3 202321
Intellectus Partners, LLC 1920.06%0.18%0.35%Q2 2018Q3 202321
BESSEMER GROUP INC 830.00%0.02%0.20%Q2 2016Q3 202321
Baystate Wealth Management LLC 1210.00%0.06%0.27%Q2 2013Q3 202321
CEDAR CAPITAL, LLC 1740.10%0.94%3.50%Q1 2016Q3 202121
Sandy Spring Bank 1610.00%0.00%0.01%Q2 2013Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.05%0.60%1.62%Q3 2018Q3 202321
Polaris Wealth Advisory Group, LLC 710.00%2.00%3.87%Q2 2014Q3 202321
Tortoise Investment Management, LLC 1740.02%3.43%8.31%Q4 2012Q3 202321
Belpointe Asset Management LLC 1610.03%0.14%0.40%Q3 2017Q3 202321
SevenBridge Financial Group, LLC 1380.00%0.04%0.13%Q2 2016Q3 202121
LEVEL FOUR ADVISORY SERVICES, LLC 1920.02%0.05%0.21%Q4 2016Q3 202321
PROTECTIVE LIFE CORP 20209.17%11.11%12.14%Q3 2018Q2 202320
Homrich & Berg 1640.01%0.05%0.10%Q4 2013Q1 202120
WOLVERINE TRADING, LLC 310.00%0.01%0.08%Q4 2017Q1 202320
FinTrust Capital Advisors, LLC 20200.01%1.27%3.84%Q4 2018Q3 202320
MACROVIEW INVESTMENT MANAGEMENT LLC 20200.05%2.63%19.66%Q2 2013Q1 201820
THOMASPARTNERS, INC. 20200.00%0.16%1.57%Q2 2013Q1 201820
Private Portfolio Partners LLC 20200.08%0.36%0.78%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.11%Q4 2017Q3 202220
Richard Bernstein Advisors LLC 1010.00%2.18%6.44%Q3 2016Q3 202320
First Heartland Consultants, Inc. 1220.01%0.09%0.16%Q4 2015Q3 202320
Cypress Wealth Services, LLC 20200.08%0.58%1.55%Q4 2018Q3 202320
Financial Advisory Group 20200.06%0.62%2.53%Q4 2018Q3 202320
Simply Money Advisors 20200.05%5.40%13.78%Q2 2013Q1 201820
Insight Wealth Strategies, LLC 20200.51%4.12%7.18%Q4 2018Q3 202320
Trek Financial, LLC 20200.06%0.50%1.04%Q4 2018Q3 202320
Koshinski Asset Management, Inc. 1320.06%0.29%1.37%Q4 2014Q3 202320
PROFFITT & GOODSON INC 20200.54%0.80%1.10%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.36%3.33%Q4 2014Q3 201920
GREAT VALLEY ADVISOR GROUP, INC. 20200.02%0.07%0.42%Q4 2018Q3 202320
Stone House Investment Management, LLC 1520.00%2.09%5.44%Q4 2016Q3 202320
Evercore Wealth Management, LLC 1510.00%0.01%0.01%Q2 2015Q4 202020
Rockefeller Capital Management L.P. 20200.00%0.15%0.27%Q4 2018Q3 202320
STEPHENS INC /AR/ 1630.00%0.04%0.17%Q2 2018Q3 202319
TCI Wealth Advisors, Inc. 1810.00%0.01%0.05%Q4 2013Q1 202319
IFG Advisory, LLC 1220.02%0.08%0.21%Q2 2018Q3 202319
RFG Advisory, LLC 1210.04%0.29%0.54%Q2 2015Q3 202319
DAVIDSON INVESTMENT ADVISORS 19190.02%1.16%2.90%Q2 2013Q4 201719
Gladstone Institutional Advisory LLC 1810.04%0.08%0.21%Q4 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.08%0.78%1.95%Q4 2018Q3 202319
CENTRAL TRUST Co 1210.00%0.00%0.01%Q3 2013Q3 202319
TSFG, LLC 19190.04%0.14%0.30%Q1 2019Q3 202319
Vestmark Advisory Solutions, Inc. 19190.14%0.40%1.17%Q1 2019Q3 202319
Laurel Wealth Advisors LLC 19190.00%0.47%1.24%Q1 2019Q3 202319
Strategic Wealth Partners, Ltd. 1810.01%2.41%3.92%Q1 2018Q1 202319
NATIONAL PLANNING CORP 19190.02%0.40%3.38%Q2 2013Q4 201719
Summit X, LLC 1360.02%0.68%2.11%Q4 2018Q3 202319
FIRST NATIONAL CORP /MA/ /ADV 1450.14%0.44%1.28%Q4 2018Q3 202319
Mutual Advisors, LLC 19190.06%0.13%0.28%Q1 2019Q3 202319
Weatherstone Capital Management 19190.16%1.57%4.76%Q2 2013Q4 201719
Mariner, LLC 1510.00%0.03%0.16%Q2 2013Q3 202319
HANCOCK WHITNEY CORP 1810.03%2.96%4.92%Q4 2018Q3 202319
SIGNATUREFD, LLC 1010.00%0.01%0.02%Q2 2013Q3 202319
Icon Wealth Partners, LLC 1410.01%0.74%1.69%Q4 2017Q3 202319
First Horizon Advisors, Inc. 1310.00%0.03%0.09%Q1 2015Q3 202319
American Financial Advisors, LLC 19190.04%0.32%1.07%Q1 2019Q3 202319
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.00%0.15%0.38%Q1 2019Q3 202319
Blankinship & Foster, LLC 1360.15%0.49%2.32%Q4 2018Q3 202319
WEBSTER BANK, N. A. 1090.00%0.00%0.01%Q1 2017Q2 202319
EP Wealth Advisors, LLC 1010.00%0.06%0.12%Q4 2013Q3 202319
First National Bank of South Miami 19190.35%0.76%1.32%Q4 2018Q2 202319
RPg Family Wealth Advisory, LLC 1410.00%0.06%0.32%Q3 2017Q1 202319
Clearwater Capital Advisors, LLC 1410.04%1.12%4.59%Q4 2016Q3 202318
Financial Architects, Inc 910.00%0.01%0.02%Q3 2013Q3 201918
Covington Capital Management 18180.01%0.02%0.04%Q3 2017Q4 202118
Commonwealth Equity Services, Inc 18180.01%0.04%0.11%Q2 2013Q3 201718
SRS Capital Advisors, Inc. 1010.07%2.42%5.34%Q4 2018Q3 202318
Kovack Advisors, Inc. 830.03%0.10%0.25%Q3 2016Q3 202318
Investors Research Corp 18180.00%0.01%0.02%Q2 2019Q3 202318
BOKF, NA 910.00%0.01%0.03%Q3 2017Q3 202318
MidWestOne Financial Group, Inc. 18180.08%0.34%0.66%Q2 2019Q3 202318
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.03%0.08%Q2 2014Q4 202318
GREAT LAKES ADVISORS, LLC 18180.07%0.09%0.12%Q1 2014Q2 201818
Bay Harbor Wealth Management, LLC 1260.04%1.12%3.10%Q4 2018Q3 202318
Ancora Advisors LLC 1610.00%0.02%0.06%Q4 2016Q3 202318
EVERGREEN CAPITAL MANAGEMENT LLC 18180.39%1.12%3.63%Q2 2019Q3 202318
US FINANCIAL ADVISORS, LLC 1260.01%1.22%2.02%Q4 2014Q3 202318
Western Wealth Management, LLC 1130.03%0.09%0.17%Q4 2018Q3 202318
SCOTIA CAPITAL INC. 18180.00%0.05%0.15%Q2 2019Q3 202318
Pensionmark Financial Group, LLC 1260.07%0.20%0.51%Q4 2018Q3 202318
WEDBUSH SECURITIES INC 18180.03%0.08%0.16%Q2 2019Q3 202318
Aspire Private Capital, LLC 18180.00%0.08%0.24%Q2 2019Q3 202318
Kingsview Wealth Management, LLC 1260.06%0.32%0.62%Q1 2019Q3 202318
Alexandria Capital, LLC 18180.01%0.06%0.15%Q2 2013Q3 201718
Patten Group, Inc. 18180.09%0.35%0.59%Q2 2019Q3 202318
EXANE DERIVATIVES 18180.00%0.00%0.00%Q4 2014Q1 201918
LOOMIS SAYLES & CO L P 910.00%0.00%0.02%Q3 2015Q3 202317
OmniStar Financial Group, Inc. 1020.18%0.80%2.34%Q4 2017Q4 202217
Advocacy Wealth Management Services, LLC 1610.00%0.02%0.12%Q2 2013Q3 202217
GeoWealth Management, LLC 17170.04%0.17%0.35%Q3 2019Q3 202317
BNP PARIBAS FINANCIAL MARKETS 1520.00%0.01%0.04%Q2 2014Q3 202317
Csenge Advisory Group 17170.03%0.15%0.27%Q3 2019Q3 202317
Prospera Financial Services Inc 1410.01%0.03%0.11%Q2 2013Q3 202317
MONROE BANK & TRUST/MI 630.01%0.01%0.01%Q2 2013Q2 201817
Braun-Bostich & Associates Inc. 740.02%1.04%2.23%Q4 2017Q2 202317
Lattice Strategies LLC 17170.16%0.45%2.21%Q2 2013Q2 201717
JNBA Financial Advisors 1110.00%0.01%0.02%Q4 2014Q2 202117
Municipal Employees' Retirement System of Michigan 17170.37%1.22%2.29%Q3 2019Q3 202317
Prestige Wealth Management Group LLC 17170.04%0.08%0.20%Q3 2019Q3 202317
Ledyard National Bank 17170.01%0.03%0.05%Q4 2014Q4 201817
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q3 2017Q3 202317
CUTLER INVESTMENT COUNSEL LLC 17170.09%2.01%2.69%Q2 2019Q2 202317
Cooper Financial Group 17170.13%0.51%2.25%Q3 2019Q3 202317
Verdence Capital Advisors LLC 1610.05%0.09%0.14%Q1 2018Q3 202317
Proficio Capital Partners LLC 1110.01%1.78%5.72%Q2 2018Q2 202317
BTS Asset Management, Inc. 1070.01%0.94%6.89%Q2 2019Q3 202317
Avidian Wealth Solutions, LLC 17170.09%3.10%4.92%Q3 2019Q3 202317
REGIONS FINANCIAL CORP 810.00%0.00%0.00%Q2 2013Q2 202317
CABOT WEALTH MANAGEMENT INC 17170.04%1.56%4.35%Q3 2019Q3 202317
COMERICA SECURITIES INC 1070.03%0.35%1.60%Q2 2013Q2 201817
KWMG, LLC 17171.22%1.37%1.85%Q3 2019Q3 202317
Catalyst Capital Advisors LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
Semmax Financial Advisors Inc. 1610.06%1.95%3.31%Q1 2019Q3 202317
COMERICA SECURITIES,INC. 1340.23%0.55%1.03%Q2 2019Q3 202317
Cypress Capital, LLC 620.10%0.30%0.45%Q4 2018Q3 202317
Antonetti Capital Management LLC 910.06%2.10%4.26%Q2 2010Q3 202316
Lido Advisors, LLC 16160.00%0.02%0.15%Q4 2019Q3 202316
TCW GROUP INC 16160.04%0.13%0.18%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.21%1.00%2.53%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.11%0.17%0.21%Q4 2019Q3 202316
SVB WEALTH LLC 16160.00%0.01%0.05%Q4 2019Q3 202316
Moors & Cabot, Inc. 1310.02%0.05%0.06%Q1 2016Q3 202316
WINTRUST INVESTMENTS LLC 520.04%0.10%0.25%Q3 2016Q3 202316
LWS Wealth Advisors, Inc. 16163.72%6.13%11.18%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.13%0.22%0.35%Q2 2013Q1 201716
Private Capital Group, LLC 970.00%0.09%0.21%Q1 2018Q2 202216
Stelac Advisory Services LLC 16160.09%0.92%2.26%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.12%1.58%3.41%Q4 2019Q3 202316
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1110.00%0.00%0.00%Q2 2013Q3 202316
SteelPeak Wealth, LLC 16160.04%0.73%1.79%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.05%0.11%0.18%Q4 2019Q3 202316
FIRST MANHATTAN CO. LLC. 16160.00%0.00%0.00%Q2 2019Q1 202316
Perella Weinberg Partners Capital Management LP 910.02%0.41%1.11%Q1 2017Q4 202216
JACOBSON & SCHMITT ADVISORS, LLC 16160.79%5.49%8.52%Q3 2019Q2 202316
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1240.02%0.03%0.04%Q3 2018Q3 202216
Stonebridge Capital Advisors LLC 1150.00%0.01%0.02%Q2 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.00%0.14%0.30%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Perigon Wealth Management, LLC 1510.03%0.19%0.73%Q3 2011Q3 202316
PRINCIPAL FINANCIAL GROUP INC 740.00%0.04%0.22%Q2 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.03%0.05%Q4 2019Q3 202316
WEALTHCARE CAPITAL MANAGEMENT LLC 1310.00%0.12%0.19%Q3 2014Q1 202316
Successful Portfolios LLC 16160.25%0.34%0.43%Q4 2019Q3 202316
Bogart Wealth, LLC 16160.07%0.42%3.59%Q4 2019Q3 202316
PRENTISS SMITH & CO INC 16160.05%0.08%0.09%Q4 2014Q3 201816
QUATTRO FINANCIAL ADVISORS LLC 1060.28%2.27%5.74%Q2 2019Q3 202316
Arkos Global Advisors 16160.13%0.45%0.92%Q4 2018Q3 202216
EATON VANCE MANAGEMENT 15150.00%0.02%0.06%Q1 2019Q3 202215
MASON STREET ADVISORS, LLC 15150.07%0.27%0.45%Q2 2013Q4 201615
Advisory Alpha, LLC 620.00%2.01%6.74%Q4 2013Q3 202315
Cedar Brook Financial Partners, LLC 15150.06%0.10%0.20%Q2 2019Q4 202215
Crabel Capital Management, LLC 510.35%0.90%2.41%Q4 2017Q3 202315
STRATEGY ASSET MANAGERS LLC 1310.01%0.96%1.63%Q1 2019Q3 202315
Advisor Group, Inc. 15150.09%0.18%0.47%Q2 2016Q4 201915
TRANSCEND CAPITAL ADVISORS, LLC 1320.08%0.33%0.55%Q4 2019Q3 202315
Sharkey, Howes & Javer 1230.46%1.59%3.26%Q3 2019Q3 202315
Northwest Capital Management Inc 15151.54%6.82%15.26%Q1 2020Q3 202315
Enterprise Bank & Trust Co 15150.09%0.11%0.16%Q1 2020Q3 202315
KANALY TRUST CO 15150.02%0.07%0.19%Q2 2013Q4 201615
J. W. Coons Advisors, LLC 15150.31%0.47%0.67%Q1 2020Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 870.00%0.00%0.00%Q4 2019Q3 202315
Arete Wealth Advisors, LLC 1110.03%0.14%0.58%Q3 2014Q3 202315
Kovitz Investment Group Partners, LLC 15150.01%0.04%0.11%Q1 2020Q3 202315
Manning & Napier Group, LLC 15150.01%0.16%0.23%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 1110.01%0.21%0.68%Q2 2013Q4 202215
Invst, LLC 1230.11%0.44%1.09%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.10%0.26%0.48%Q1 2020Q3 202315
Mitsubishi UFJ Asset Management Co., Ltd. 1230.00%0.25%0.58%Q3 2018Q3 202215
Meiji Yasuda Asset Management Co Ltd. 15150.36%0.81%1.62%Q1 2020Q3 202315
TMD & ASSOCIATES, INC 15150.24%1.56%4.53%Q4 2015Q2 201915
Bedel Financial Consulting, Inc. 1230.00%0.00%0.00%Q1 2018Q1 202215
Veracity Capital LLC 15150.00%0.20%0.38%Q1 2020Q3 202315
Realta Investment Advisors 1120.03%0.13%0.40%Q1 2019Q3 202315
Bernardo Wealth Planning LLC 1230.19%1.79%2.98%Q3 2019Q3 202315
Regent Peak Wealth Advisors LLC 15150.07%0.24%0.59%Q4 2019Q2 202315
Financial Gravity Asset Management, Inc. 520.00%0.06%0.30%Q1 2018Q3 202315
BlackRock Investment Management, LLC 15150.02%0.06%0.09%Q2 2013Q4 201615
Autus Asset Management, LLC 15150.13%0.40%0.63%Q2 2019Q4 202215
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
Copperleaf Capital, LLC 1142.35%4.66%6.15%Q4 2019Q3 202315
LifePlan Financial Group, Inc 15150.12%0.47%1.55%Q1 2017Q3 202015
Allen Capital Group, LLC 1110.06%0.46%0.86%Q3 2019Q3 202315
CIDEL ASSET MANAGEMENT INC 15150.01%0.01%0.02%Q1 2020Q3 202315
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 15151.89%2.42%2.74%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.05%0.09%Q2 2013Q4 201615
Friedenthal Financial 1410.35%1.26%6.03%Q2 2016Q3 202315
Ellis Investment Partners, LLC 1410.00%0.04%0.07%Q2 2019Q3 202315
Virtu KCG Holdings LLC 830.01%0.03%0.07%Q3 2013Q2 201714
Disciplined Investments, LLC 14140.03%0.06%0.11%Q4 2019Q1 202314
TELEMUS CAPITAL, LLC 1110.01%0.08%0.22%Q1 2016Q2 202314
Jackson Hole Capital Partners, LLC 14140.01%0.03%0.17%Q2 2019Q3 202214
BAILARD, INC. 1310.01%0.92%2.56%Q2 2019Q3 202314
ADVISORY RESEARCH INC 14140.17%0.31%0.71%Q2 2020Q3 202314
CVA Family Office, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
STATE STREET CORP 1010.00%0.01%0.03%Q2 2015Q2 202014
Continuum Advisory, LLC 730.05%0.68%1.16%Q1 2017Q3 202314
Artemis Wealth Advisors, LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
Stratos Wealth Advisors, LLC 1220.06%0.35%0.70%Q4 2019Q3 202314
Private Ocean, LLC 770.00%0.01%0.02%Q1 2018Q3 202314
tru Independence LLC 1210.01%0.30%0.42%Q4 2019Q3 202314
SII INVESTMENTS INC/WI 1130.03%0.21%0.71%Q2 2013Q4 201714
Truvestments Capital LLC 1220.00%0.13%0.39%Q1 2019Q2 202314
Mosaic Family Wealth, LLC 14140.04%0.06%0.09%Q4 2015Q1 201914
VALLEY NATIONAL ADVISERS INC 1130.00%0.00%0.01%Q3 2019Q3 202314
Joel Isaacson & Co., LLC 860.01%0.04%0.12%Q4 2012Q4 201614
EVOKE WEALTH, LLC 14140.00%0.60%2.17%Q2 2020Q3 202314
Tri-Star Advisors Inc. 14141.44%4.74%8.07%Q2 2020Q3 202314
WBI INVESTMENTS, LLC 860.09%0.54%2.08%Q2 2015Q4 202214
Merriman Wealth Management, LLC 310.07%1.45%4.88%Q3 2013Q4 202214
Capital Advisors, Ltd. LLC 1010.00%0.02%0.03%Q4 2015Q4 202014
ENTERPRISE FINANCIAL SERVICES CORP 1220.00%0.01%0.02%Q1 2017Q3 202114
Beaumont Financial Partners, LLC 1010.02%1.24%4.59%Q2 2013Q3 202214
IPG Investment Advisors LLC 1310.55%1.01%2.58%Q1 2018Q4 202114
Miracle Mile Advisors, LLC 14140.84%1.17%1.38%Q2 2020Q3 202314
Boltwood Capital Management 14140.92%2.54%4.53%Q3 2020Q4 202314
ATTICUS WEALTH MANAGEMENT, LLC 14140.00%0.66%3.36%Q2 2020Q3 202314
55I, LLC 14140.22%0.69%2.21%Q4 2018Q1 202214
Independent Portfolio Consultants, Inc. 14140.21%0.53%0.93%Q1 2014Q2 201714
MERCER GLOBAL ADVISORS INC /ADV 1110.01%0.04%0.06%Q1 2019Q3 202314
IFC Holdings Incorporated/FL 1130.03%0.16%0.45%Q2 2013Q4 201714
Cresset Asset Management, LLC 1310.00%0.04%0.36%Q1 2019Q3 202314
NorthCoast Asset Management LLC 14140.96%3.04%3.87%Q2 2018Q3 202114
Norway Savings Bank 14140.10%1.38%2.25%Q2 2020Q3 202314
TDAM USA INC. 14140.01%0.07%0.10%Q2 2014Q3 201714
HAYS ADVISORY LLC 860.12%0.21%0.35%Q3 2014Q3 201814
Archer Investment Corp 14140.06%0.39%0.86%Q2 2020Q3 202314
Trilogy Capital Inc. 1210.02%0.11%0.70%Q3 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.04%0.10%0.18%Q4 2019Q3 202314
PACIFIC FINANCIAL GROUP INC 13130.18%0.46%0.57%Q3 2020Q3 202313
GABLES CAPITAL MANAGEMENT INC. 13130.05%0.07%0.15%Q1 2018Q1 202113
Formidable Asset Management, LLC 1120.00%0.05%0.08%Q3 2013Q3 202013
Keystone Financial Group 1120.04%0.05%0.08%Q2 2020Q3 202313
PRIVATE TRUST CO NA 760.02%0.41%1.17%Q1 2013Q3 202313
Sterling Investment Advisors, Ltd. 13130.01%0.02%0.02%Q2 2019Q2 202213
NorthRock Partners, LLC 940.03%0.59%1.44%Q4 2018Q4 202213
WealthPLAN Partners, LLC 510.00%0.07%0.17%Q4 2015Q4 202313
Spectrum Management Group, LLC 13130.00%0.20%0.92%Q3 2019Q3 202213
Strategic Blueprint, LLC 1210.01%0.20%0.32%Q3 2019Q3 202313
PAX Financial Group, LLC 1210.65%1.43%2.46%Q4 2019Q3 202313
Teamwork Financial Advisors, LLC 1210.08%0.18%0.30%Q2 2020Q3 202313
Gemmer Asset Management LLC 1120.00%0.01%0.02%Q3 2016Q1 202213
Claraphi Advisory Network, LLC 13130.11%0.43%2.56%Q3 2019Q3 202213
KCS Wealth Advisory 810.01%0.71%2.16%Q4 2017Q3 202313
Sensible Financial Planning & Management, LLC. 760.06%6.86%14.23%Q3 2014Q3 202313
Kestra Advisory Services, LLC 13130.04%0.10%0.29%Q3 2020Q3 202313
FormulaFolio Investments, LLC 1010.00%0.07%0.23%Q2 2015Q2 202113
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 710.00%0.02%0.08%Q4 2016Q2 202113
Bell Rock Capital LLC 13130.02%0.02%0.04%Q4 2016Q4 201913
HBW ADVISORY SERVICES LLC 13130.05%0.10%0.13%Q3 2020Q3 202313
HRT FINANCIAL LP 1210.00%0.40%0.94%Q1 2019Q2 202313
Hanlon Investment Management, Inc. 910.04%0.91%9.70%Q3 2015Q3 202313
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Ballast, Inc. 13130.31%3.51%4.75%Q4 2019Q4 202213
Pettinga Financial Advisors LLC 940.14%0.49%1.12%Q4 2018Q3 202313
HL FINANCIAL SERVICES LLC 610.00%0.03%0.06%Q2 2013Q1 201913
Risk Paradigm Group, LLC 13130.12%1.87%10.02%Q1 2015Q1 201813
ALTERNA WEALTH MANAGEMENT, INC 810.29%1.02%1.75%Q2 2019Q3 202313
Riverpoint Wealth Management Holdings, LLC 13130.35%0.44%0.61%Q2 2018Q2 202113
LINCOLN NATIONAL CORP 630.00%0.04%0.07%Q4 2019Q3 202313
Cutler Group LLC / CA 510.00%0.01%0.03%Q4 2016Q3 202313
Bigelow Investment Advisors, LLC 760.18%0.44%0.66%Q1 2020Q3 202313
Values First Advisors, Inc. 13130.54%1.05%2.13%Q4 2019Q4 202213
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.06%0.19%0.34%Q3 2020Q3 202313
Mascoma Wealth Management LLC 940.00%0.09%0.58%Q3 2017Q4 202213
Truadvice, LLC 13130.14%0.46%0.79%Q3 2020Q3 202313
Ausdal Financial Partners, Inc. 410.03%0.16%0.45%Q4 2015Q3 202313
OLD MISSION CAPITAL LLC 310.04%0.41%1.37%Q2 2017Q2 202313
CLIENT 1ST ADVISORY GROUP, LLC 13131.39%2.61%3.33%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.02%0.04%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.05%0.07%0.13%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.03%0.25%0.94%Q2 2013Q2 201613
CI INVESTMENTS INC. 13130.01%0.06%0.11%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.06%0.09%0.13%Q3 2020Q3 202313
LAKE STREET PRIVATE WEALTH, LLC 12120.04%0.05%0.08%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12121.54%2.20%2.86%Q4 2020Q3 202312
Florin Court Capital LLP 930.89%9.63%39.22%Q2 2017Q4 202012
FLC Capital Advisors 12120.10%1.41%2.19%Q1 2020Q4 202212
Spectrum Planning & Advisory Services Inc. 12120.85%1.77%3.41%Q4 2020Q3 202312
Avior Wealth Management, LLC 710.00%0.00%0.03%Q2 2014Q3 202312
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q1 2018Q3 202312
JANICZEK WEALTH MANAGEMENT, LLC 1110.00%0.00%0.00%Q2 2018Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
SigFig Wealth Management, LLC 12120.07%0.14%0.36%Q4 2020Q3 202312
Fortis Advisors, LLC 1110.01%0.04%0.09%Q1 2020Q3 202312
Clearview Wealth Advisors LLC 12121.01%1.64%2.94%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.00%0.23%1.16%Q4 2020Q3 202312
ATWOOD & PALMER INC 1110.00%0.03%0.04%Q2 2014Q4 202012
ONE Advisory Partners, LLC 12120.15%0.57%3.02%Q4 2020Q3 202312
Horst & Graben Wealth Management LLC 12121.19%3.01%6.02%Q4 2020Q3 202312
Rosenberg Matthew Hamilton 12120.00%0.05%0.14%Q4 2020Q3 202312
One Wealth Advisors, LLC 12120.20%1.01%2.34%Q4 2020Q3 202312
Vectors Research Management, LLC 12120.00%0.01%0.02%Q3 2019Q2 202212
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.10%0.17%Q4 2020Q3 202312
Financial Engines Advisors L.L.C. 710.00%0.02%0.04%Q3 2018Q3 202212
Tradition Wealth Management, LLC 12120.07%0.42%0.84%Q4 2020Q3 202312
Leelyn Smith, LLC 12120.00%0.02%0.04%Q1 2020Q4 202212
1900 WEALTH MANAGEMENT LLC 12120.22%0.70%1.32%Q4 2020Q3 202312
Motley Fool Wealth Management, LLC 12120.70%1.23%1.96%Q4 2020Q3 202312
Concord Wealth Partners 12120.03%0.27%0.87%Q4 2020Q3 202312
Harbour Capital Advisors, LLC 12120.42%1.15%2.49%Q4 2019Q3 202212
HARBOR INVESTMENT ADVISORY, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12123.14%3.93%4.99%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 930.02%0.06%0.14%Q3 2020Q3 202312
JUNCTURE WEALTH STRATEGIES, LLC 12120.25%0.65%1.02%Q3 2016Q2 201912
True Link Financial Advisors, LLC 12120.18%0.28%0.38%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.08%0.27%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.14%1.27%2.42%Q4 2020Q3 202312
Madison Asset Management, LLC 910.03%0.99%1.92%Q4 2019Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.16%0.34%0.45%Q4 2018Q3 202112
Beacon Pointe Advisors, LLC 1110.01%0.05%0.17%Q2 2020Q3 202312
Van Hulzen Asset Management, LLC 620.02%0.15%0.34%Q4 2019Q3 202312
Danda Trouve Investment Management, Inc. 12123.93%4.55%6.39%Q4 2019Q3 202212
ROWLAND CARMICHAEL ADVISORS INC /ADV 1110.01%0.07%0.59%Q1 2016Q4 202012
INVESTMENT CENTERS OF AMERICA INC 910.06%0.22%0.61%Q2 2013Q3 201712
Austin Private Wealth, LLC 12120.31%1.00%2.16%Q4 2020Q3 202312
Portland Global Advisors LLC 12120.75%1.34%1.53%Q4 2020Q3 202312
Argentus Capital Management, LLC 610.22%0.50%0.89%Q2 2013Q3 201612
Charles Schwab Trust Co 910.04%0.56%1.86%Q3 2019Q3 202312
Latitude Advisors, LLC 12120.25%0.34%0.41%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.54%2.01%2.38%Q4 2020Q3 202312
Renaissance Technologies 710.00%0.01%0.02%Q1 2018Q4 202212
Rede Wealth, LLC 12120.15%0.43%0.58%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 12120.03%0.28%0.94%Q4 2020Q3 202312
Columbus Macro, LLC 840.76%1.86%4.60%Q4 2017Q3 202312
PARSONS CAPITAL MANAGEMENT INC/RI 12120.15%0.30%0.41%Q4 2020Q3 202312
Bluefin Trading, LLC 710.01%0.20%0.52%Q2 2013Q4 201912
CENTRAL BANK OF BRAZIL 12120.00%0.00%0.00%Q4 2018Q3 202112
Laidlaw Wealth Management LLC 750.06%0.33%1.06%Q4 2019Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Winslow, Evans & Crocker, Inc. 12120.00%0.01%0.07%Q4 2013Q3 201612
Renasant Bank 12122.13%2.30%2.52%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.07%0.10%Q4 2020Q3 202312
CONSULTIVA WEALTH MANAGEMENT, CORP. 910.14%0.91%3.43%Q2 2019Q3 202312
MATHER GROUP, LLC. 810.02%0.69%6.11%Q2 2013Q3 202312
STATE OF MICHIGAN RETIREMENT SYSTEM 12120.13%0.19%0.34%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.03%0.20%0.43%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.06%0.63%0.93%Q4 2020Q3 202312
ADE, LLC 12120.30%0.62%1.19%Q4 2020Q3 202312
NWAM LLC 12120.08%0.27%0.59%Q4 2020Q3 202312
Mount Yale Investment Advisors, LLC 12120.07%0.19%0.99%Q4 2020Q3 202312
RATIONAL ADVISORS LLC 830.49%1.19%3.53%Q1 2020Q3 202311
Lumature Wealth Partners, LLC 11110.13%0.89%1.80%Q4 2020Q2 202311
Pinnacle Bancorp, Inc. 11110.02%0.04%0.07%Q4 2018Q2 202111
Wunderlich Capital Managemnt 11110.47%1.66%2.95%Q1 2020Q3 202211
Ten Capital Wealth Advisors, LLC 11110.09%0.74%1.14%Q4 2020Q2 202311
Arkadios Wealth Advisors 810.00%0.01%0.03%Q4 2019Q3 202311
Savior LLC 650.00%0.03%0.08%Q4 2020Q3 202311
Annandale Capital, LLC 830.05%6.21%13.28%Q4 2020Q3 202311
BlackRock Fund Advisors 11110.00%0.00%0.01%Q2 2014Q4 201611
Element Wealth, LLC 810.00%0.00%0.01%Q4 2019Q3 202311
Seven Springs Wealth Group, LLC 11112.96%5.16%6.61%Q4 2019Q2 202211
Prime Capital Investment Advisors, LLC 510.01%0.05%0.14%Q1 2019Q3 202311
ARGUS INVESTORS' COUNSEL, INC. 11110.22%0.33%0.42%Q1 2021Q3 202311
CITIZENS & NORTHERN CORP 11110.57%0.75%0.89%Q1 2021Q3 202311
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.05%2.49%5.25%Q4 2018Q3 202211
BLACKROCK ADVISORS LLC 11110.00%0.00%0.02%Q2 2014Q4 201611
Round Table Services, LLC 11110.15%0.45%1.22%Q1 2020Q3 202211
CAPSTONE ASSET MANAGEMENT CO 11110.01%0.01%0.01%Q4 2014Q2 201711
Independence Wealth Advisors, Inc. 11111.89%4.98%7.44%Q4 2017Q2 202011
Range Financial Group LLC 11110.49%1.11%1.70%Q1 2021Q3 202311
Clearstead Advisors, LLC 410.00%0.01%0.04%Q4 2017Q3 202311
Spire Wealth Management 11110.06%0.13%0.19%Q1 2021Q3 202311
D. E. Shaw & Co., Inc. 11110.00%0.08%0.16%Q2 2020Q4 202211
Outlook Wealth Advisors, LLC 11110.08%0.13%0.26%Q1 2020Q3 202211
Sierra Capital LLC 11110.08%0.19%0.34%Q1 2021Q3 202311
Dorsey & Whitney Trust CO LLC 11110.06%0.12%0.18%Q1 2021Q3 202311
Rezny Wealth Management, Inc. 11110.08%0.10%0.15%Q3 2020Q1 202311
CURIAN CAPITAL LLC 11110.65%1.10%1.66%Q2 2013Q4 201511
Cornerstone Management, Inc. 11111.36%1.58%1.88%Q1 2021Q3 202311
MCF Advisors LLC 710.00%0.00%0.01%Q2 2019Q3 202311
Anfield Capital Management, LLC 810.08%0.41%1.14%Q4 2019Q2 202311
DONALDSON CAPITAL MANAGEMENT, LLC 11110.02%0.03%0.04%Q3 2019Q1 202211
Graves Light Lenhart Wealth, Inc. 11110.01%0.03%0.04%Q4 2020Q2 202311
Shelter Mutual Insurance Co 11110.48%0.92%2.89%Q1 2021Q3 202311
TUCKER ASSET MANAGEMENT LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
FIDUCIARY TRUST CO 11110.00%0.01%0.02%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.10%0.70%Q4 2019Q2 202211
FIRETHORN WEALTH PARTNERS, LLC 830.18%0.87%1.81%Q4 2020Q3 202311
WealthOne, LLC 11110.10%0.36%0.92%Q4 2018Q2 202111
Goodwin Investment Advisory 830.00%0.07%0.29%Q4 2020Q3 202311
CAPITAL ADVISORS INC/OK 11110.01%1.99%3.00%Q4 2019Q2 202211
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11110.12%1.17%3.33%Q1 2021Q3 202311
COURIER CAPITAL LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
Parkside Financial Bank & Trust 710.00%0.03%0.05%Q3 2015Q4 202211
CONNING INC. 910.34%1.14%1.44%Q3 2019Q3 202310
Jaffetilchin Investment Partners, LLC 510.07%0.48%1.47%Q1 2019Q3 202310
MCIA Inc 820.09%2.41%7.24%Q2 2017Q3 202110
CIM, LLC 10101.62%3.00%3.95%Q3 2020Q4 202210
EPG Wealth Management LLC 520.00%0.01%0.04%Q4 2019Q3 202310
ShoreHaven Wealth Partners, LLC 641.29%2.07%2.69%Q4 2020Q3 202310
Bellwether Advisors, LLC 10100.01%0.10%0.26%Q4 2020Q1 202310
Strategic Investment Advisors / MI 10100.22%0.69%0.88%Q4 2018Q1 202110
Advisors Capital Management, LLC 10100.01%0.04%0.08%Q4 2018Q1 202110
KB FINANCIAL PARTNERS, LLC 640.12%7.27%10.15%Q1 2021Q3 202310
Faithward Advisors, LLC 910.00%0.00%0.01%Q3 2020Q3 202310
Peak Capital Management LLC 10100.32%1.06%1.85%Q2 2017Q3 201910
Onyx Bridge Wealth Group LLC 10100.06%0.17%0.28%Q2 2021Q3 202310
Source Financial Advisors LLC 10100.33%0.55%1.24%Q4 2020Q1 202310
Acorns Advisers, LLC 10100.05%0.19%0.26%Q2 2021Q3 202310
Pinnacle Family Advisors, LLC 510.10%0.35%1.64%Q1 2019Q3 202310
Financial Sense Advisors, Inc. 10100.39%1.02%2.03%Q3 2019Q4 202110
CSM Advisors, LLC 10100.19%0.26%0.34%Q2 2021Q3 202310
First City Capital Management, Inc. 730.02%0.10%0.29%Q1 2014Q2 202110
BLUESTEIN R H & CO LLC 910.03%0.06%0.09%Q4 2019Q2 202210
Global Wealth Management Investment Advisory, Inc. 910.00%0.00%0.02%Q1 2019Q4 202110
Snider Financial Group 10104.22%6.62%8.40%Q2 2021Q3 202310
CORRADO ADVISORS, LLC 910.00%3.72%7.16%Q1 2020Q4 202210
Lion Street Advisors, LLC 910.05%0.27%0.36%Q1 2020Q3 202310
SOLARIS ASSET MANAGEMENT LLC 10100.05%0.28%0.64%Q2 2016Q3 201810
HARBOUR INVESTMENTS, INC. 640.06%0.12%0.18%Q1 2021Q3 202310
Royal Fund Management, LLC 710.00%0.03%0.20%Q4 2016Q4 201910
Thrive Capital Management, LLC 820.12%0.96%3.02%Q4 2020Q2 202310
Bray Capital Advisors 640.06%0.07%0.11%Q1 2015Q3 201710
StoneX Group Inc. 910.07%0.10%0.17%Q2 2017Q4 202110
Williams Financial, LLC 613.25%4.45%6.97%Q4 2020Q3 202310
Sage Mountain Advisors LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
Grove Bank & Trust 910.01%0.03%0.05%Q4 2015Q2 202310
MERIDIAN MANAGEMENT CO 10100.23%1.24%1.67%Q4 2017Q1 202010
Fiera Capital Corp 910.00%0.01%0.04%Q2 2017Q4 201910
Banque Cantonale Vaudoise 10100.28%0.46%0.59%Q2 2021Q3 202310
Qube Research & Technologies Ltd 610.00%0.46%2.13%Q1 2020Q3 202310
West Coast Financial LLC 10100.62%2.03%2.68%Q2 2021Q3 202310
ARS Wealth Advisors, LLC 10100.16%0.23%0.30%Q3 2015Q4 201710
NSI Retail Advisors, LLC 10100.41%0.62%0.84%Q2 2021Q3 202310
Highwater Wealth Management, LLC 641.23%2.29%4.34%Q3 2016Q3 201910
JONES FINANCIAL COMPANIES LLLP 730.00%0.00%0.00%Q4 2020Q3 202310
Zurich Insurance Group Ltd/FI 10100.23%0.38%0.49%Q2 2021Q3 202310
TIAA, FSB 10100.01%0.65%1.34%Q1 2021Q2 202310
TrueWealth Advisors, LLC 10100.11%0.17%0.26%Q2 2021Q3 202310
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q1 2015Q3 202310
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
CAPE COD FIVE CENTS SAVINGS BANK 10100.04%0.13%0.23%Q4 2014Q1 201710
Montecito Bank & Trust 310.06%0.43%1.02%Q4 2018Q4 202310
Virtue Capital Management, LLC 510.00%0.07%0.11%Q4 2017Q3 202310
Exchange Capital Management, Inc. 10100.02%0.21%0.44%Q4 2014Q1 201710
Larson Financial Group LLC 550.00%0.00%0.01%Q4 2019Q3 202310
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 320.00%0.04%0.16%Q4 2015Q3 202210
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
Main Management LLC 990.07%0.69%1.27%Q3 2020Q3 20229
Bison Wealth, LLC 990.00%0.08%0.25%Q2 2020Q2 20229
Karp Capital Management Corp 410.06%0.42%1.05%Q2 2015Q1 20229
Israel Discount Bank of New York 990.50%1.84%2.62%Q3 2021Q3 20239
TRUST CO OF VERMONT 310.00%0.00%0.01%Q2 2015Q2 20239
Laidlaw Group, LLC 995.38%5.81%6.43%Q2 2013Q2 20159
FLAGSTAR ADVISORS INC 990.09%0.12%0.14%Q3 2021Q3 20239
Balentine LLC 990.00%0.00%0.00%Q3 2020Q3 20229
Walleye Trading LLC 810.00%0.03%0.06%Q3 2015Q4 20179
CITY NATIONAL BANK 990.00%0.00%0.01%Q3 2013Q3 20159
Castleview Partners, LLC 810.00%0.03%0.06%Q2 2021Q3 20239
Destiny Wealth Partners, LLC 990.01%0.03%0.06%Q4 2020Q4 20229
Asset Dedication, LLC 540.00%0.00%0.00%Q2 2021Q3 20239
AMERICAN NATIONAL BANK 990.01%0.01%0.01%Q3 2021Q3 20239
Investors Financial Group, LLC 990.23%0.30%0.43%Q4 2019Q4 20219
TNF LLC 991.23%2.61%4.46%Q3 2021Q3 20239
WT Wealth Management 990.10%0.36%0.65%Q3 2019Q3 20219
HHM Wealth Advisors, LLC 630.00%0.00%0.02%Q1 2020Q3 20239
Delos Wealth Advisors, LLC 990.01%0.08%0.33%Q3 2021Q3 20239
Old Port Advisors 810.08%0.23%0.37%Q2 2020Q4 20229
Sugarloaf Wealth Management, LLC 990.04%0.06%0.09%Q1 2020Q1 20229
Meridian Wealth Partners, LLC 630.02%1.01%3.07%Q4 2019Q3 20239
Global Financial Private Capital, Inc 990.01%0.31%0.66%Q2 2018Q2 20209
MANAGED ACCOUNT ADVISORS LLC 990.08%0.46%1.20%Q2 2013Q2 20159
FIRST CITIZENS BANK & TRUST CO 990.01%0.01%0.03%Q3 2021Q3 20239
Manifold Partners, LLC 510.05%2.52%6.32%Q2 2013Q3 20169
Sand Hill Global Advisors, LLC 810.01%0.03%0.10%Q1 2020Q2 20229
CX Institutional 610.00%0.44%0.89%Q2 2019Q2 20229
Apollon Wealth Management, LLC 810.01%0.06%0.12%Q2 2020Q3 20239
Fiduciary Group LLC 990.02%0.04%0.07%Q4 2019Q4 20219
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 990.16%0.62%1.08%Q2 2013Q2 20159
Cedar Wealth Management, LLC 990.02%0.24%0.44%Q1 2020Q1 20229
MACKAY SHIELDS LLC 990.00%0.01%0.02%Q3 2021Q3 20239
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q1 2021Q3 20239
RHS Financial, LLC 990.26%0.58%0.99%Q3 2021Q3 20239
IRON Financial LLC 991.37%3.12%4.86%Q2 2020Q2 20229
Goelzer Investment Management, Inc. 990.10%0.60%0.81%Q3 2021Q3 20239
Camarda Financial Advisors, LLC 610.01%0.26%1.27%Q4 2015Q2 20239
FIRST NATIONAL TRUST CO 990.04%0.04%0.05%Q2 2018Q2 20209
Ironsides Asset Advisors, LLC 410.09%0.14%0.22%Q2 2015Q4 20199
NOTTINGHAM ADVISORS, INC. 990.04%0.30%0.86%Q4 2014Q4 20169
WELCH & FORBES LLC 990.00%0.01%0.01%Q3 2020Q3 20229
D'Orazio & Associates, Inc. 720.01%0.01%0.01%Q1 2016Q3 20219
Partnervest Advisory Services LLC 540.02%0.62%1.86%Q2 2013Q3 20169
Golden State Wealth Management, LLC 410.01%0.31%0.78%Q1 2019Q1 20229
Sonora Investment Management, LLC 810.00%0.01%0.03%Q1 2019Q3 20219
Merit Financial Group, LLC 720.03%0.12%0.28%Q4 2019Q3 20239
SP Asset Management 990.65%1.71%3.30%Q3 2020Q3 20229
Hanson & Doremus Investment Management 720.01%0.03%0.05%Q4 2016Q1 20219
Truepoint, Inc. 710.03%0.04%0.05%Q4 2015Q4 20229
SUMMIT FINANCIAL GROUP, INC. 990.10%0.24%0.35%Q1 2021Q1 20239
Wealth Quarterback LLC 510.18%1.10%2.47%Q1 1987Q2 20229
CIBC Asset Management Inc 990.04%0.13%0.19%Q3 2021Q3 20239
AlphaMark Advisors, LLC 530.00%0.31%0.73%Q1 2020Q3 20238
MMA ASSET MANAGEMENT LLC 710.51%1.46%2.29%Q4 2020Q2 20238
BENJAMIN EDWARDS INC 710.00%0.56%2.23%Q1 2020Q3 20228
AlphaCentric Advisors LLC 711.14%30.83%40.10%Q2 2020Q2 20238
FSC Wealth Advisors, LLC 880.08%0.33%1.37%Q4 2021Q3 20238
MinichMacGregor Wealth Management, LLC 610.01%0.08%0.31%Q1 2016Q1 20208
First International Bank & Trust 880.13%0.14%0.16%Q4 2021Q3 20238
Canton Hathaway, LLC 530.00%0.01%0.01%Q4 2020Q4 20228
Laird Norton Wetherby Wealth Management, LLC 880.07%0.12%0.15%Q2 2019Q1 20218
Telos Capital Management, Inc. 881.05%3.30%5.84%Q2 2020Q1 20228
SUTTON PLACE INVESTORS LLC 880.47%1.06%1.54%Q4 2021Q3 20238
Litman Gregory Wealth Management LLC 880.00%0.00%0.01%Q2 2019Q1 20218
C2C Wealth Management, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
CULLEN/FROST BANKERS, INC. 610.00%0.01%0.01%Q2 2019Q3 20238
Diversified, LLC 710.08%0.16%0.24%Q4 2020Q3 20238
DB Fitzpatrick & Co, Inc 881.32%1.66%1.82%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.11%0.13%0.16%Q4 2021Q3 20238
Americana Partners, LLC 880.03%0.11%0.29%Q3 2021Q2 20238
ANCHOR CAPITAL ADVISORS LLC 880.15%0.26%0.31%Q2 2020Q1 20228
TCWP LLC 880.08%1.22%2.62%Q4 2021Q3 20238
FIL Ltd 440.00%0.00%0.00%Q4 2014Q1 20178
Good Life Advisors, LLC 610.06%0.12%0.24%Q4 2016Q4 20198
Aspire Wealth Management Corp 880.01%0.07%0.18%Q4 2021Q3 20238
Yellowstone Partners, LLC 620.18%0.56%0.79%Q2 2015Q4 20178
Riggs Asset Managment Co. Inc. 530.05%1.12%1.87%Q1 2020Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.55%1.85%2.97%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.11%0.15%0.19%Q4 2021Q3 20238
City State Bank 880.05%0.11%0.19%Q4 2021Q3 20238
Keystone Financial Services 880.41%2.47%4.07%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
PATHSTONE FAMILY OFFICE, LLC 620.04%0.19%0.34%Q1 2020Q3 20238
Wealthspire Advisors, L.P. 880.01%0.01%0.01%Q2 2017Q1 20198
SWMG, LLC 410.14%1.30%2.82%Q4 2020Q2 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.00%Q4 2021Q3 20238
West Wealth Group, LLC 880.73%1.70%2.81%Q4 2021Q3 20238
Lindenwold Advisors, INC 881.13%1.68%2.58%Q4 2021Q3 20238
Narus Financial Partners, LLC 710.14%0.30%0.43%Q4 2016Q3 20238
Ballew Advisors, Inc 530.02%1.38%3.93%Q1 2018Q3 20218
LexAurum Advisors, LLC 440.07%0.20%0.29%Q4 2020Q3 20238
Janney Capital Management LLC 710.02%1.17%1.86%Q4 2019Q4 20228
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.01%Q3 2013Q2 20218
TruWealth Advisors, LLC 610.02%0.03%0.04%Q4 2020Q3 20238
LOWE BROCKENBROUGH & CO INC 710.14%0.32%0.54%Q3 2021Q3 20238
Midwest Heritage Bank, FSB 880.30%0.73%1.66%Q4 2021Q3 20238
HAP Trading, LLC 310.00%0.01%0.05%Q2 2019Q1 20238
Ascent Group, LLC 880.05%0.19%0.43%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.18%0.73%1.31%Q4 2021Q3 20238
Pflug Koory, LLC 880.00%0.00%0.00%Q4 2016Q3 20188
AT Bancorp 410.06%0.12%0.16%Q3 2014Q4 20188
BAIRD ROBERT W & CO INC /WI/ 880.02%0.10%0.37%Q2 2013Q1 20158
WESTERN FINANCIAL Corp 880.87%1.97%3.01%Q4 2020Q3 20228
Westover Capital Advisors, LLC 620.58%1.81%2.58%Q3 2020Q3 20238
AGF INVESTMENTS INC. 880.00%0.00%0.00%Q1 2020Q4 20218
Solstein Capital, LLC 620.00%0.15%0.21%Q2 2021Q3 20238
Valmark Advisers, Inc. 620.01%0.01%0.02%Q3 2019Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Silverleafe Capital Partners, LLC 880.08%2.02%5.64%Q1 2020Q4 20218
JB Capital LLC 880.30%1.71%3.37%Q4 2021Q3 20238
Avantax Planning Partners, Inc. 310.01%0.01%0.01%Q1 2018Q4 20218
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
Elevated Capital Advisors, LLC 410.09%0.24%0.40%Q1 2019Q3 20228
Trinity Wealth Management, LLC 620.17%0.22%0.30%Q3 2021Q3 20238
Retirement Group, LLC 410.00%0.00%0.01%Q4 2019Q3 20238
Mach-1 Financial Group, LLC 410.00%0.01%0.06%Q4 2020Q1 20238
Security Financial Services, INC. 880.12%1.24%2.59%Q4 2021Q3 20238
Employees Retirement System of Texas 880.13%0.96%1.38%Q4 2019Q3 20218
TMD Wealth Management, LLC 880.13%0.15%0.20%Q4 2020Q3 20228
Watermark Asset Management, Inc. 880.39%0.65%1.20%Q1 2017Q4 20188
FIFTH THIRD SECURITIES, INC. 620.16%0.18%0.26%Q3 2021Q3 20238
BOK Financial Private Wealth, Inc. 880.03%0.04%0.04%Q2 2016Q1 20188
MONETA GROUP INVESTMENT ADVISORS LLC 410.00%0.01%0.02%Q2 2018Q4 20228
Lenox Wealth Management, Inc. 880.29%1.70%2.92%Q3 2018Q2 20208
EverSource Wealth Advisors, LLC 880.04%0.09%0.30%Q4 2021Q3 20238
OLD DOMINION CAPITAL MANAGEMENT INC 880.77%1.80%2.23%Q4 2019Q3 20218
Horizon Family Wealth, Inc. 881.10%2.17%3.46%Q4 2021Q3 20238
Soltis Investment Advisors LLC 880.04%0.71%0.97%Q2 2020Q1 20228
First Allied Asset Management, Inc. 882.20%3.22%4.61%Q2 2013Q1 20158
DMC Group, LLC 880.79%1.13%1.46%Q4 2021Q3 20238
Tarbox Family Office, Inc. 710.00%0.01%0.02%Q1 2016Q4 20218
Ellenbecker Investment Group 620.14%1.23%2.20%Q4 2017Q2 20208
Hedeker Wealth, LLC 710.12%3.02%5.07%Q4 2015Q4 20218
Park Avenue Institutional Advisers LLC 526.43%31.44%65.45%Q3 2020Q3 20237
Atria Wealth Solutions, Inc. 770.16%0.31%0.47%Q1 2022Q3 20237
NewEdge Wealth, LLC 430.01%0.09%0.18%Q4 2020Q3 20237
Cambria Investment Management, L.P. 310.58%1.13%2.75%Q3 2015Q2 20207
Liberty Mutual Group Asset Management Inc. 610.08%3.79%5.76%Q4 2017Q1 20227
Capital Advantage, Inc. 770.12%0.15%0.17%Q3 2019Q1 20217
Hayden Royal, LLC 770.22%0.34%0.58%Q1 2019Q3 20207
Mechanics Bank Trust Department 770.06%0.06%0.08%Q3 2016Q1 20187
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 430.01%0.23%0.78%Q2 2013Q1 20237
GIRARD PARTNERS LTD. 610.16%0.17%0.18%Q4 2013Q3 20237
INSIGHT 2811, INC. 610.24%0.44%0.62%Q2 2017Q1 20227
EisnerAmper Wealth Management Corporate Benefits, LLC 770.10%0.12%0.17%Q3 2020Q1 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.15%0.22%0.29%Q1 2022Q3 20237
SHEETS SMITH WEALTH MANAGEMENT 430.04%0.26%0.49%Q4 2019Q3 20237
Raleigh Capital Management Inc. 770.04%0.11%0.18%Q1 2022Q3 20237
Centiva Capital, LP 310.07%0.65%3.42%Q2 2021Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 774.15%4.80%5.40%Q4 2015Q2 20177
HOWE & RUSLING INC 410.00%0.00%0.00%Q4 2020Q3 20237
Bramshill Investments, LLC 610.01%0.01%0.02%Q4 2018Q3 20237
IVC Wealth Advisors LLC 770.15%0.24%0.30%Q1 2022Q3 20237
Kathleen S. Wright Associates Inc. 770.00%0.04%0.10%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
Pacifica Partners Inc. 770.01%0.02%0.03%Q2 2022Q4 20237
SWARTHMORE GROUP INC 770.05%0.20%0.47%Q3 2013Q1 20157
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
WBH ADVISORY INC 430.08%0.40%0.79%Q4 2021Q3 20237
Greenwich Wealth Management LLC 770.02%0.02%0.04%Q2 2020Q4 20217
Emerald Advisors, LLC 610.16%0.42%1.35%Q4 2019Q3 20227
Donald L. Hagan, LLC 770.24%0.57%0.81%Q1 2020Q3 20217
OPTIMUM INVESTMENT ADVISORS 770.01%0.01%0.01%Q3 2013Q1 20157
Avondale Wealth Management 770.15%0.33%0.42%Q4 2017Q2 20197
First Capital Advisors Group, LLC. 410.03%1.87%4.15%Q4 2018Q2 20237
ICA Group Wealth Management, LLC 770.00%0.14%0.33%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 210.06%0.37%1.00%Q4 2013Q1 20227
Fragasso Group Inc. 110.02%0.21%0.32%Q4 2017Q4 20237
Horizon Investments, LLC 610.68%1.61%3.65%Q3 2015Q3 20237
LVW Advisors, LLC 430.07%0.63%1.28%Q1 2021Q3 20237
Bridgewater Associates 770.26%0.66%0.85%Q1 2022Q3 20237
WFG Advisors, LP 310.00%0.01%0.02%Q2 2013Q2 20177
Keel Point, LLC 510.05%0.12%0.30%Q2 2020Q3 20237
Beacon Financial Advisory LLC 410.15%0.24%0.32%Q4 2020Q3 20237
Jefferies Group LLC 320.00%0.00%0.00%Q2 2013Q3 20227
Weaver Consulting Group 770.01%0.41%0.81%Q1 2019Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.27%0.33%0.38%Q2 2013Q4 20147
ROBINSON CAPITAL MANAGEMENT, LLC 770.08%0.14%0.19%Q4 2019Q2 20217
Lenox Wealth Advisors, LLC 770.03%0.04%0.04%Q3 2020Q1 20227
Plante Moran Financial Advisors, LLC 110.00%0.01%0.03%Q4 2015Q3 20237
BMS Financial Advisors, LLC 770.42%0.93%2.51%Q4 2021Q2 20237
Financial Partners Group, Inc 430.11%1.06%1.68%Q2 2019Q3 20217
PEOPLES BANK /OH 770.13%0.31%0.51%Q4 2021Q2 20237
AVAII WEALTH MANAGEMENT, LLC 770.28%0.63%0.90%Q1 2022Q3 20237
HIGHLAND CAPITAL MANAGEMENT, LLC 770.14%0.20%0.22%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Integrated Wealth Management 770.02%0.03%0.03%Q1 2015Q3 20167
Summit Asset Management, LLC 770.08%0.13%0.21%Q4 2020Q2 20227
Placemark Investments, Inc. 770.20%0.25%0.33%Q2 2013Q4 20147
Enterprise Trust & Investment Co 610.00%0.01%0.02%Q2 2019Q2 20227
WASHINGTON TRUST Co 770.00%0.00%0.00%Q3 2020Q1 20227
MGO ONE SEVEN LLC 410.01%0.13%0.82%Q4 2017Q3 20237
RMB Capital Management, LLC 210.01%0.09%0.41%Q2 2016Q4 20227
Garrison Point Capital, LLC 7736.85%42.80%45.97%Q2 2020Q4 20217
Guidance Point Advisors, LLC 770.07%0.46%0.82%Q1 2020Q3 20217
BOOTHBAY FUND MANAGEMENT, LLC 320.02%0.30%0.78%Q4 2020Q3 20237
SouthState Corp 310.00%0.05%0.19%Q3 2013Q2 20237
Sargent Bickham Lagudis LLC 310.00%0.00%0.01%Q1 2016Q1 20227
Bank Julius Baer & Co. Ltd, Zurich 770.01%0.03%0.04%Q2 2020Q4 20217
INVESTORS TRUST INC 521.44%1.51%1.60%Q2 2013Q2 20157
NAVELLIER & ASSOCIATES INC 410.03%0.25%1.01%Q3 2012Q2 20157
Rockbridge Investment Management, LCC 770.00%0.01%0.06%Q2 2020Q4 20217
Connectus Wealth, LLC 771.75%1.98%2.28%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.02%0.03%0.07%Q4 2017Q2 20217
Visionary Asset Management, Inc. 770.02%0.33%0.80%Q2 2013Q4 20147
Altium Wealth Management LLC 770.01%0.02%0.02%Q3 2020Q1 20227
Collaborative Wealth Managment Inc. 510.15%0.18%0.20%Q1 2021Q2 20237
Coury Firm Asset Management LLC 771.90%5.04%12.22%Q4 2021Q2 20237
Apeiron RIA LLC 520.11%0.72%1.31%Q4 2021Q3 20237
Vise Technologies, Inc. 771.16%1.95%2.29%Q1 2022Q3 20237
Argent Trust Co 520.02%0.02%0.03%Q1 2021Q3 20237
WEST PACES ADVISORS INC. 310.00%0.03%0.14%Q2 2018Q2 20237
Cornerstone Financial Partners, LLC 770.12%0.60%1.13%Q2 2016Q4 20177
HERITAGE WEALTH MANAGEMENT, LLC 430.20%0.46%0.92%Q1 2021Q4 20227
Ironwood Financial, llc 770.00%0.00%0.00%Q1 2020Q3 20217
ALTFEST L J & CO INC 430.05%1.14%1.58%Q3 2020Q3 20237
Hilton Capital Management, LLC 430.21%2.84%12.44%Q2 2013Q4 20207
Paradigm Financial Partners, LLC 610.11%0.14%0.18%Q2 2020Q1 20227
Cowen Prime Services LLC 770.00%0.00%0.00%Q2 2013Q4 20147
Intrua Financial, LLC 610.04%0.06%0.10%Q2 2020Q2 20227
Journey Advisory Group, LLC 770.05%0.10%0.14%Q4 2020Q2 20227
Strengthening Families & Communities, LLC 520.02%0.04%0.08%Q4 2021Q3 20237
Klingman & Associates, LLC 770.01%0.01%0.01%Q4 2014Q2 20167
SALEM INVESTMENT COUNSELORS INC 320.00%0.00%0.01%Q3 2016Q3 20237
CAMBRIDGE TRUST CO 770.00%0.01%0.02%Q1 2022Q3 20237
Mattern Wealth Management LLC 660.12%0.28%0.74%Q4 2019Q1 20216
FOUNDERS FINANCIAL SECURITIES LLC 660.07%0.10%0.16%Q2 2022Q3 20236
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 662.32%2.80%3.24%Q1 2021Q2 20226
Allegis Investment Advisors, LLC 660.06%1.27%2.19%Q4 2015Q1 20176
WealthTrust Fairport, LLC 310.00%0.05%0.16%Q2 2013Q3 20186
VERUS CAPITAL PARTNERS, LLC 420.01%0.04%0.06%Q4 2019Q3 20236
V Wealth Advisors LLC 410.00%0.09%0.13%Q2 2017Q2 20216
Pure Financial Advisors, LLC 410.01%0.03%0.06%Q3 2020Q3 20236
Blue Trust, Inc. 662.06%2.28%3.02%Q2 2022Q3 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.01%0.02%0.03%Q1 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Smith, Salley & Associates 660.02%0.21%0.36%Q1 2021Q2 20226
Redhawk Wealth Advisors, Inc. 660.70%0.83%1.06%Q1 2020Q2 20216
Sumitomo Mitsui Trust Holdings, Inc. 220.00%0.02%0.04%Q2 2020Q3 20236
Center for Financial Planning, Inc. 660.01%0.02%0.02%Q4 2019Q1 20216
Selective Wealth Management, Inc. 660.05%0.11%0.18%Q3 2021Q4 20226
Foothills Asset Management, Ltd. 661.66%2.93%4.36%Q2 2016Q3 20176
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.57%0.88%1.18%Q2 2022Q3 20236
Pallas Capital Advisors LLC 330.03%0.46%1.24%Q2 2021Q3 20236
CIBC Private Wealth Group, LLC 420.00%0.01%0.02%Q1 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 510.06%0.38%0.66%Q4 2021Q3 20236
4J Wealth Management LLC 660.39%0.95%2.01%Q4 2020Q1 20226
LEAVELL INVESTMENT MANAGEMENT, INC. 660.06%0.14%0.19%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
Advisors Preferred, LLC 310.14%3.98%8.98%Q4 2013Q1 20206
UBS AG 660.02%0.04%0.06%Q2 2013Q3 20146
WASHINGTON TRUST BANK 660.00%0.02%0.03%Q3 2014Q4 20156
DUFF & PHELPS INVESTMENT MANAGEMENT CO 660.70%0.78%0.83%Q2 2013Q3 20146
WINTON GROUP Ltd 660.19%0.82%1.68%Q3 2020Q4 20216
Strategic Equity Management 662.02%3.69%4.42%Q4 2020Q1 20226
PATRON PARTNERS, LLC 660.56%0.61%0.68%Q2 2022Q3 20236
Financial Management Professionals, Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
Angeles Investment Advisors, LLC 510.01%1.44%4.61%Q1 2020Q3 20216
TrinityPoint Wealth, LLC 660.07%0.10%0.12%Q2 2022Q3 20236
MA Private Wealth 660.14%0.16%0.19%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 410.06%0.83%2.05%Q4 2020Q2 20236
COLTON GROOME FINANCIAL ADVISORS, LLC 660.58%1.00%2.02%Q2 2022Q3 20236
HOLDERNESS INVESTMENTS CO 660.19%0.22%0.30%Q1 2017Q2 20186
Hirtle Callaghan & Co LLC 660.01%0.03%0.06%Q3 2016Q4 20176
Bangor Savings Bank 660.00%0.31%1.87%Q2 2022Q3 20236
Wealth Advisory Solutions, LLC 420.06%0.14%0.22%Q4 2019Q2 20226
BFSG, LLC 660.46%1.08%1.72%Q3 2020Q4 20216
Tranquilli Financial Advisor LLC 660.24%0.69%0.96%Q2 2022Q3 20236
Founders Capital Management 660.01%0.01%0.02%Q2 2022Q3 20236
West Family Investments, Inc. 312.41%2.74%3.40%Q1 2021Q3 20236
FLPUTNAM INVESTMENT MANAGEMENT CO 510.01%0.05%0.08%Q2 2021Q2 20236
Trust Co 510.01%0.03%0.06%Q3 2015Q1 20216
Quad-Cities Investment Group, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
Mayfair Advisory Group, LLC 660.66%1.02%1.24%Q2 2022Q3 20236
Hills Bank & Trust Co 660.02%0.02%0.02%Q1 2021Q2 20226
Global Endowment Management, LP 310.10%0.21%0.71%Q2 2013Q2 20236
MONEY CONCEPTS CAPITAL CORP 420.00%0.00%0.00%Q4 2020Q4 20226
Orinda Asset Management LLC 660.13%0.19%0.25%Q2 2013Q3 20146
Zullo Investment Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
DAVIDSON TRUST CO 550.26%0.30%0.34%Q1 2020Q1 20215
Tempus Wealth Planning, LLC 550.21%0.38%0.85%Q3 2022Q3 20235
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.01%Q4 2015Q2 20235
HEADINVEST, LLC 550.09%0.12%0.15%Q4 2020Q4 20215
RONALD BLUE & CO LLC 550.04%0.05%0.06%Q2 2016Q2 20175
Vigilare Wealth Management 550.30%0.39%0.52%Q3 2020Q3 20215
MTM Investment Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
BANK OF NOVA SCOTIA 210.00%0.01%0.02%Q3 2017Q2 20195
Requisite Capital Management, LLC 550.04%0.05%0.07%Q1 2021Q1 20225
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.22%0.34%0.46%Q4 2020Q4 20215
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 410.02%0.03%0.05%Q1 2021Q3 20235
D. SCOTT NEAL, INC. 550.38%0.49%0.70%Q4 2013Q4 20145
Wealth & Pension Services Group, Inc. 550.19%0.55%1.86%Q3 2018Q3 20195
GDS Wealth Management 550.04%0.08%0.10%Q4 2021Q4 20225
J.P. Morgan Private Wealth Advisors LLC 550.00%0.01%0.02%Q4 2016Q4 20175
HCR Wealth Advisors 550.01%0.01%0.02%Q4 2019Q4 20205
Wellspring Financial Advisors, LLC 410.15%0.31%0.44%Q4 2020Q1 20225
Vident Investment Advisory, LLC 410.01%0.01%0.02%Q1 2022Q2 20235
CoreCap Advisors, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
TWO SIGMA SECURITIES, LLC 110.00%0.12%0.54%Q3 2015Q2 20225
Cerity Partners LLC 410.00%0.03%0.08%Q1 2022Q3 20235
WEST BANCORPORATION INC 410.02%0.02%0.03%Q4 2019Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Kalos Management, Inc. 550.27%0.82%1.73%Q4 2018Q4 20195
Focused Wealth Management, Inc 550.16%0.17%0.18%Q1 2021Q1 20225
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
HawsGoodwin Investment Management LLC 551.56%2.56%3.29%Q4 2020Q4 20215
Strategic Asset Management, LLC 550.06%0.15%0.38%Q3 2021Q3 20225
Moneda S.A. Administradora General de Fondos 550.37%0.49%0.72%Q3 2022Q3 20235
Clark Capital Management Group, Inc. 410.02%0.09%0.12%Q2 2019Q4 20225
MISSION WEALTH MANAGEMENT, LP 550.01%0.02%0.03%Q2 2022Q2 20235
Graypoint LLC 550.05%0.12%0.42%Q3 2022Q3 20235
Smithfield Trust Co 410.00%0.03%0.05%Q1 2016Q2 20225
McNaughton Wealth Management, LLC 550.16%0.22%0.28%Q4 2019Q4 20205
Blue Granite Capital, LLC 550.39%0.41%0.43%Q4 2016Q4 20175
CHARTWELL INVESTMENT PARTNERS, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Castle Rock Wealth Management, LLC 550.58%1.18%2.42%Q1 2020Q1 20215
STANSBERRY ASSET MANAGEMENT, LLC 550.62%0.74%0.87%Q3 2022Q3 20235
MONETARY MANAGEMENT GROUP INC 550.10%0.12%0.13%Q3 2022Q3 20235
Moloney Securities Asset Management, LLC 410.10%0.19%0.26%Q1 2017Q1 20195
Cornerstone Wealth Group, LLC 550.77%0.89%1.14%Q1 2019Q1 20205
Wealth Alliance 410.08%0.57%0.80%Q4 2020Q3 20235
Clear Creek Financial Management, LLC 320.05%0.08%0.15%Q2 2022Q3 20235
Cougar Global Investments Ltd 211.34%2.46%3.42%Q1 2016Q3 20205
Tradewinds Capital Management, LLC 210.00%0.22%1.08%Q1 2014Q1 20215
TBH Global Asset Management, LLC 410.10%1.50%3.70%Q3 2020Q4 20225
RDA Financial Network 410.12%0.26%0.34%Q1 2022Q3 20235
Buttonwood Financial Group, LLC 550.60%1.88%2.47%Q4 2022Q4 20235
Northland Capital Management LLC 411.62%9.97%13.02%Q4 2021Q2 20235
Robertson Stephens Wealth Management, LLC 410.12%0.17%0.21%Q4 2020Q3 20235
VIVID FINANCIAL MANAGEMENT, INC. 550.84%1.43%1.77%Q4 2020Q4 20215
Coppell Advisory Solutions LLC 410.07%0.66%0.97%Q4 2020Q3 20235
SWS Partners 320.00%0.12%0.20%Q4 2017Q3 20235
PATTON ALBERTSON MILLER GROUP, LLC 550.08%0.25%0.38%Q2 2019Q2 20205
Apriem Advisors 310.00%0.01%0.01%Q2 2013Q3 20165
TOWNSQUARE CAPITAL LLC 210.01%0.04%0.08%Q4 2021Q3 20235
Stokes Family Office, LLC 410.04%0.05%0.07%Q2 2021Q3 20225
Perennial Investment Advisors, LLC 410.10%0.12%0.14%Q4 2020Q3 20235
DFPG INVESTMENTS, LLC 310.20%0.26%0.31%Q4 2018Q3 20235
TCTC Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.68%0.74%0.90%Q4 2016Q4 20175
F-Squared Investment Management, LLC 412.34%2.64%2.84%Q3 2013Q1 20155
Commonwealth Financial Services, LLC 550.00%0.00%0.01%Q4 2014Q4 20155
Evolution Wealth Advisors, LLC 550.11%0.12%0.13%Q3 2022Q3 20235
Whitegate Investment Counselors, Inc. 550.03%0.04%0.04%Q3 2020Q3 20215
DIXON HUBARD FEINOUR & BROWN INC/VA 551.31%1.58%1.84%Q2 2021Q2 20225
Wealthspire Advisors, LLC 410.01%0.01%0.01%Q3 2021Q1 20235
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320.03%0.12%0.26%Q2 2015Q3 20165
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q2 20225
Chicago Partners Investment Group LLC 410.01%0.02%0.06%Q2 2022Q3 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 410.03%0.06%0.11%Q1 2022Q3 20235
MBM Wealth Consultants, LLC 410.00%2.18%2.80%Q2 2021Q4 20225
HARVEST GROUP WEALTH MANAGEMENT, LLC 554.53%5.51%5.93%Q1 2022Q1 20235
LFA - Lugano Financial Advisors SA 550.01%0.10%0.38%Q2 2018Q2 20195
W.H. Cornerstone Investments Inc. 550.30%0.83%1.34%Q3 2022Q3 20235
MILESTONE WEALTH, LLC 440.13%0.20%0.26%Q4 2021Q3 20224
Frontier Asset Management, LLC 440.56%0.59%0.62%Q4 2021Q3 20224
Tevis Investment Management 440.08%0.10%0.11%Q4 2021Q3 20224
Laurel Wealth Advisors, Inc. 440.02%0.05%0.07%Q1 2022Q4 20224
Kathmere Capital Management, LLC 220.01%1.41%3.07%Q4 2019Q4 20204
Park Place Capital Corp 441.10%1.20%1.29%Q4 2022Q3 20234
AGF Investments LLC 440.00%0.00%0.00%Q1 2018Q4 20184
MRA Associates USA LLC 440.52%1.03%1.57%Q4 2018Q3 20194
Destination Wealth Management 210.00%0.00%0.02%Q2 2018Q1 20204
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.19%0.25%0.33%Q1 2020Q4 20204
Tandem Wealth Advisors LLC 447.11%7.27%7.46%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 220.00%0.03%0.10%Q3 2022Q3 20234
Cascadia Advisory Services, LLC 310.07%0.12%0.17%Q4 2019Q3 20214
WOODWARD DIVERSIFIED CAPITAL, LLC 440.15%0.16%0.17%Q1 2021Q4 20214
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Berman Capital Advisors, LLC 310.00%0.01%0.01%Q4 2018Q2 20214
ADVISOR PARTNERS LLC 310.03%0.04%0.05%Q1 2021Q1 20224
Visionary Wealth Advisors 220.03%0.14%0.31%Q1 2021Q3 20234
Rotella Capital Management, Inc. 440.31%1.04%1.82%Q1 2014Q4 20144
Quadrant Private Wealth Management, LLC 440.15%0.28%0.37%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.14%0.24%0.36%Q4 2022Q3 20234
AdvicePeriod, LLC 440.05%0.07%0.10%Q4 2017Q3 20184
Tuttle Capital Management, LLC 440.23%0.36%0.62%Q4 2015Q3 20164
Essential Planning, LLC. 442.52%2.93%3.50%Q4 2022Q3 20234
Titus Wealth Management 310.11%0.19%0.28%Q1 2020Q3 20214
PROVENCE WEALTH MANAGEMENT GROUP 441.87%1.97%2.23%Q4 2022Q3 20234
Sovereign Financial Group, Inc. 440.18%0.25%0.31%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GlobalBridge, Inc. 440.14%0.16%0.19%Q2 2013Q1 20144
Allspring Global Investments Holdings, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
MARYLAND CAPITAL ADVISORS INC. 440.07%0.08%0.09%Q2 2022Q1 20234
Semus Wealth Partners LLC 440.32%0.35%0.40%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.02%Q2 2017Q1 20184
MKT Advisors LLC 440.15%0.17%0.21%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.20%0.33%0.40%Q4 2022Q3 20234
PIEDMONT INVESTMENT ADVISORS INC 440.03%0.12%0.20%Q3 2013Q2 20144
Financial Enhancement Group LLC 441.07%1.18%1.26%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 110.00%0.15%0.38%Q3 2013Q4 20194
RCS Financial Planning, LLC 440.80%0.87%0.93%Q4 2022Q3 20234
Personal Capital Advisors Corp 310.00%0.00%0.00%Q4 2020Q4 20214
Lighthouse Financial Advisors, Inc. 440.07%0.08%0.10%Q2 2020Q1 20214
COMMUNITY TRUST & INVESTMENT CO 310.08%1.12%1.51%Q1 2016Q3 20234
QUADRANT CAPITAL GROUP LLC 220.00%0.01%0.01%Q1 2020Q2 20234
Family Asset Management, LLC 440.56%1.40%1.85%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 441.75%2.10%2.44%Q4 2022Q3 20234
Total Clarity Wealth Management, Inc. 210.00%0.01%0.04%Q1 2021Q2 20224
Vertex Planning Partners, LLC 440.21%0.24%0.28%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.00%0.03%0.11%Q3 2019Q1 20214
Edge Wealth Management LLC 220.01%0.66%1.26%Q1 2020Q3 20234
Colonial Trust Co / SC 440.02%0.07%0.10%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 440.01%0.02%0.02%Q4 2015Q3 20164
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Price Capital Management, Inc. 440.44%19.54%74.56%Q4 2018Q3 20194
Wiser Wealth Management, Inc 220.10%0.18%0.28%Q4 2020Q4 20214
Keebeck Wealth Management, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
HB Wealth Management, LLC 220.00%0.01%0.04%Q1 2022Q1 20234
Cable Hill Partners, LLC 310.00%0.00%0.01%Q1 2017Q1 20184
Scarborough Advisors, LLC 441.15%1.47%1.86%Q4 2022Q3 20234
Sentinus, LLC 441.15%2.62%3.50%Q3 2022Q2 20234
REGIMEN WEALTH, LLC 440.50%0.70%0.87%Q4 2022Q3 20234
Premia Global Advisors, LLC 310.05%0.10%0.22%Q4 2017Q1 20194
Advanced Asset Management Advisors Inc 440.00%0.00%0.00%Q4 2019Q3 20204
TRIANGLE PEAK PARTNERS, LP 440.26%0.29%0.34%Q4 2013Q3 20144
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.15%0.35%0.44%Q4 2022Q3 20234
Biltmore Capital Advisors LLC 220.04%0.16%0.46%Q4 2020Q4 20214
Dentgroup LLC 440.27%0.32%0.39%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.14%0.19%0.24%Q4 2022Q3 20234
My Legacy Advisors, LLC 440.77%0.90%1.00%Q4 2022Q3 20234
JAG CAPITAL MANAGEMENT, LLC 440.02%0.02%0.02%Q3 2020Q2 20214
MARSHALL WACE, LLP 310.00%0.00%0.01%Q4 2021Q4 20224
Farther Finance Advisors, LLC 440.72%0.85%0.95%Q4 2022Q3 20234
LINCOLN CAPITAL CORP 443.24%3.28%3.35%Q4 2022Q3 20234
Golden State Equity Partners 210.08%0.40%0.81%Q1 2021Q3 20234
Squar Milner Financial Services LLC 220.00%0.00%0.01%Q1 2019Q1 20204
SYM FINANCIAL Corp 110.01%0.04%0.10%Q4 2019Q2 20224
FINANCIAL LIFE ADVISORS 440.10%0.36%0.63%Q4 2022Q3 20234
JT Stratford LLC 440.12%0.15%0.18%Q4 2022Q3 20234
Arlington Capital Management, Inc. 441.03%2.44%3.16%Q4 2022Q3 20234
SHEPHERD KAPLAN KROCHUK, LLC 440.04%0.06%0.08%Q2 2013Q1 20144
WoodTrust Financial Corp 441.32%1.38%1.49%Q4 2017Q3 20184
Mill Capital Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Carr Financial Group Corp 440.65%0.73%0.86%Q4 2022Q3 20234
LGT Financial Advisors LLC 440.32%0.37%0.47%Q4 2022Q3 20234
New England Private Wealth Advisors LLC 440.07%0.08%0.08%Q1 2021Q4 20214
Bremer Bank National Association 440.28%0.28%0.29%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 441.38%2.26%4.15%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.04%0.08%Q4 2022Q3 20234
Cypress Wealth Advisors LLC 440.32%0.38%0.47%Q2 2015Q1 20164
First Citizens Asset Management, Inc. 440.17%0.26%0.51%Q4 2022Q3 20234
DOHJ, LLC 440.16%0.17%0.19%Q2 2020Q1 20214
PIERSHALE FINANCIAL GROUP, INC. 216.59%11.62%16.58%Q4 2014Q1 20194
FFG RETIREMENT ADVISORS LLC 444.89%6.00%6.93%Q4 2022Q3 20234
Western Financial Corp/CA 440.55%0.65%0.73%Q4 2022Q3 20234
Schonfeld Strategic Advisors LLC 440.02%0.05%0.09%Q4 2022Q3 20234
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 440.01%0.04%0.06%Q3 2018Q2 20194
SILVERLAKE WEALTH MANAGEMENT LLC 440.14%0.24%0.29%Q4 2022Q3 20234
Hudson Capital Management LLC 440.84%1.94%2.90%Q4 2017Q3 20184
BROWN ADVISORY INC 440.00%0.00%0.01%Q4 2022Q3 20234
NORTHSTAR ASSET MANAGEMENT INC 440.06%0.07%0.08%Q3 2021Q2 20224
Professional Financial Advisors, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
BALLAST ADVISORS LLC 310.00%0.00%0.01%Q4 2019Q1 20224
Simplicity Wealth,LLC 440.32%0.84%1.23%Q4 2022Q3 20234
HAZLETT, BURT & WATSON, INC. 440.01%0.01%0.01%Q1 2022Q4 20224
W ADVISORS, LLC 440.25%0.41%0.56%Q4 2022Q3 20234
Wells Financial Advisors INC 440.80%0.97%1.15%Q4 2021Q3 20224
Centerpoint Advisors, LLC 440.00%0.03%0.06%Q4 2022Q3 20234
Centurion Wealth Management LLC 441.51%1.74%1.97%Q4 2022Q3 20234
Mayflower Financial Advisors, LLC 440.35%0.44%0.56%Q4 2022Q3 20234
Edmonds Duncan Registered Investment Advisors, LLC 440.24%0.26%0.28%Q4 2015Q3 20164
New Republic Capital, LLC 440.18%0.20%0.23%Q4 2022Q3 20234
AMS Capital Ltda 448.14%9.26%11.55%Q3 2020Q2 20214
Accurate Wealth Management, LLC 440.06%0.14%0.19%Q1 2022Q4 20224
Financial Freedom, LLC 440.26%0.28%0.29%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 310.00%0.00%0.02%Q1 2022Q3 20234
Seed Wealth Management, Inc. 440.58%0.66%0.77%Q4 2022Q3 20234
BADGLEY PHELPS & BELL INC 220.02%0.30%0.60%Q2 2019Q2 20214
Euclid Advisors LLC 440.41%0.51%0.69%Q2 2014Q1 20154
KARLINSKI ANDREW C 440.07%0.08%0.12%Q4 2021Q3 20224
RWA WEALTH PARTNERS, LLC 210.01%1.21%3.47%Q3 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
PALLADIEM, LLC 330.89%1.03%1.16%Q4 2020Q2 20213
Capital Wealth Planning, LLC 330.01%0.02%0.02%Q3 2019Q1 20203
SNS Financial Group, LLC 330.19%0.24%0.27%Q1 2013Q3 20133
Cape Investment Advisory, Inc. 330.11%0.12%0.13%Q1 2023Q3 20233
Amtrust Financial Services, Inc. 212.49%6.65%10.12%Q1 2017Q1 20183
Claro Advisors LLC 330.09%0.37%0.56%Q1 2023Q3 20233
CHOREO, LLC 330.13%0.18%0.24%Q1 2023Q3 20233
Community Bank, N.A. 330.00%0.01%0.01%Q4 2014Q2 20153
Eudaimonia Partners, LLC 210.01%0.05%0.11%Q4 2019Q1 20213
Strategic Capital Alternatives LLC 210.00%0.16%0.49%Q3 2014Q3 20153
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.01%Q4 2017Q4 20223
Legacy Financial Group LLC 330.89%1.16%1.48%Q1 2023Q3 20233
Simplify Asset Management Inc. 330.09%0.43%0.78%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.11%0.12%0.14%Q4 2022Q3 20233
Alaska Wealth Advisors 330.01%0.01%0.01%Q1 2023Q3 20233
Mirador Capital Partners LP 330.08%0.13%0.17%Q1 2020Q3 20203
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Optas, LLC 330.44%0.45%0.47%Q1 2023Q3 20233
Camelot Portfolios, LLC 330.63%0.66%0.68%Q1 2020Q3 20203
Triumph Capital Management 330.29%0.32%0.34%Q1 2022Q3 20223
Lifeworks Advisors, LLC 331.14%1.70%2.01%Q1 2023Q3 20233
1 NORTH WEALTH SERVICES LLC 212.08%2.15%2.19%Q1 2019Q4 20193
EAGLE GLOBAL ADVISORS LLC 210.01%0.02%0.02%Q1 2018Q3 20233
TimeScale Financial, Inc. 210.00%0.10%0.16%Q2 2019Q2 20233
TRUEWEALTH LLC 210.04%0.05%0.06%Q1 2018Q2 20203
Investors Capital Advisory Services 330.26%0.39%0.46%Q4 2015Q2 20163
CAHILL FINANCIAL ADVISORS INC 210.01%0.09%0.13%Q3 2021Q3 20233
SIMON QUICK ADVISORS, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
First Command Financial Services, Inc. 110.00%0.01%0.02%Q2 2017Q4 20213
Global Trust Asset Management, LLC 110.00%0.09%0.26%Q2 2018Q1 20223
McAdam, LLC 330.03%0.04%0.04%Q1 2018Q3 20183
MID CONTINENT CAPITAL LLC/IL 330.01%0.02%0.03%Q2 2013Q4 20133
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.22%0.28%0.37%Q4 2022Q3 20233
Bellecapital International Ltd. 330.29%0.93%1.30%Q4 2013Q2 20143
IAG Wealth Partners, LLC 330.00%0.01%0.01%Q3 2021Q1 20223
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Glassman Wealth Services 330.00%0.01%0.01%Q1 2016Q3 20163
Cornerstone Planning Group LLC 210.28%0.36%0.42%Q4 2022Q3 20233
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.02%Q3 2021Q2 20233
Eagle Bay Advisors LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Crown Wealth Group, LLC 330.40%0.61%0.88%Q4 2021Q2 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
SG Americas Securities, LLC 210.01%0.12%0.22%Q3 2019Q3 20203
Advisor Resource Council 330.11%0.14%0.18%Q1 2023Q3 20233
VICUS CAPITAL 210.10%0.15%0.21%Q3 2019Q4 20223
MOTCO 210.00%0.00%0.01%Q3 2018Q3 20203
MANNING & NAPIER ADVISORS LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Solidarity Wealth, LLC 330.22%0.25%0.28%Q1 2022Q3 20223
Barber Financial Group, Inc. 110.04%1.54%3.49%Q4 2016Q2 20223
DELPHI FINANCIAL GROUP, INC. 330.47%0.55%0.71%Q1 2023Q3 20233
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Fiduciary Alliance LLC 210.00%0.10%0.17%Q4 2022Q3 20233
NVWM, LLC 110.00%0.10%0.30%Q3 2020Q2 20233
Essex Savings Bank 330.03%0.04%0.05%Q4 2018Q2 20193
Midwest Professional Planners, LTD. 330.02%0.02%0.02%Q4 2017Q2 20183
ORG Partners LLC 330.04%1.20%2.18%Q1 2023Q3 20233
FIRST CITIZENS BANCORPORATION INC 330.19%0.21%0.26%Q2 2013Q4 20133
Kistler-Tiffany Companies, LLC 210.00%0.01%0.02%Q3 2017Q2 20233
Financial Gravity Companies, Inc. 210.05%0.06%0.06%Q4 2017Q4 20183
MONECO Advisors, LLC 330.11%0.13%0.17%Q1 2023Q3 20233
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Penserra Capital Management LLC 210.00%0.02%0.02%Q1 2020Q1 20233
H&H Retirement Design & Management INC 330.64%1.04%1.32%Q2 2022Q4 20223
Biltmore Family Office, LLC 210.00%0.01%0.02%Q3 2019Q4 20213
STATE OF WISCONSIN INVESTMENT BOARD 330.04%0.07%0.10%Q1 2021Q3 20213
FolioMetrix LLC 331.20%2.06%2.58%Q4 2014Q2 20153
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Lowe Wealth Advisors, LLC 210.00%0.04%0.05%Q1 2015Q3 20203
Sterling Financial Planning, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Ackerman Capital Advisors, LLC 330.80%1.07%1.25%Q1 2023Q3 20233
Beverly Hills Private Wealth, LLC 330.11%0.15%0.21%Q1 2023Q3 20233
Corient Private Wealth LLC 330.02%0.09%0.17%Q1 2023Q3 20233
Karpus Management, Inc. 330.54%0.76%0.88%Q2 2013Q4 20133
JOURNEY STRATEGIC WEALTH LLC 330.16%0.23%0.36%Q1 2023Q3 20233
RFP Financial Group LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Armor Investment Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Delta Investment Management, LLC 330.72%0.91%1.27%Q2 2020Q4 20203
GREENLEAF TRUST 330.01%0.01%0.02%Q3 2014Q1 20153
Live Oak Investment Partners 210.00%0.00%0.00%Q4 2022Q3 20233
Headlands Technologies LLC 330.00%0.02%0.04%Q1 2023Q3 20233
Scissortail Wealth Management, LLC 210.55%2.51%3.48%Q4 2021Q3 20223
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.03%0.04%Q1 2019Q2 20223
Ruggie Capital Group 330.01%0.02%0.03%Q2 2018Q4 20183
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q2 20193
HALL LAURIE J TRUSTEE 330.04%0.04%0.04%Q1 2023Q3 20233
Capital Advisory Group Advisory Services, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
Physician Wealth Advisors, Inc. 210.76%0.80%0.84%Q3 2019Q3 20203
Beaumont Capital Management, LLC 210.20%0.25%0.28%Q3 2022Q3 20233
WealthPlan Investment Management, LLC 210.02%0.06%0.09%Q1 2022Q4 20223
JMAC ENTERPRISES LLC 330.43%0.44%0.45%Q1 2023Q3 20233
AlphaOne Investment Services, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
EASTERN BANK 330.02%0.02%0.02%Q2 2013Q4 20133
Ellevest, Inc. 330.00%0.05%0.13%Q3 2020Q1 20213
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.03%Q3 2022Q3 20233
ERTS Wealth Advisors, LLC 330.03%0.29%0.66%Q4 2018Q2 20193
DERBY & COMPANY, INC 330.16%0.23%0.27%Q4 2017Q2 20183
Resource Planning Group 210.15%0.20%0.27%Q2 2021Q3 20223
Hollow Brook Wealth Management LLC 210.36%0.50%0.75%Q4 2019Q2 20213
San Luis Wealth Advisors LLC 110.36%0.70%1.17%Q4 2020Q1 20223
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2022Q1 20233
EQ LLC 210.20%0.24%0.29%Q4 2020Q2 20233
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.00%Q1 2021Q3 20233
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Acorn Wealth Advisors, LLC 330.01%0.03%0.04%Q4 2017Q2 20183
Verition Fund Management LLC 210.01%0.01%0.02%Q2 2020Q2 20233
Hobart Private Capital, LLC 330.12%0.28%0.60%Q4 2022Q2 20233
CENTERSQUARE INVESTMENT MANAGEMENT LLC 331.17%1.27%1.43%Q2 2019Q4 20193
East Coast Asset Management, LLC. 330.07%0.11%0.17%Q4 2012Q2 20133
LITTLE HOUSE CAPITAL LLC 330.74%0.77%0.81%Q2 2021Q4 20213
CERTUITY, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Fulcrum Equity Management 210.03%0.16%0.28%Q3 2019Q4 20203
EAGLE ASSET MANAGEMENT INC 210.01%0.02%0.02%Q3 2013Q4 20203
PLANNING ALTERNATIVES LTD /ADV 330.14%0.37%0.63%Q2 2018Q4 20183
Legacy Capital Group California, Inc. 330.32%0.35%0.40%Q1 2023Q3 20233
Leicht Financial Planning & Wealth Management, Inc. 330.26%2.36%5.99%Q4 2019Q2 20203
Veritable, L.P. 210.00%0.00%0.01%Q4 2013Q2 20233
1834 INVESTMENT ADVISORS CO 210.00%0.00%0.00%Q4 2017Q3 20193
FIRST INTERSTATE BANK 210.01%0.01%0.01%Q4 2017Q4 20193
WJ Wealth Management, LLC 210.78%1.36%2.40%Q4 2020Q3 20213
Endurance Wealth Management, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Strategic Income Management, LLC 333.16%3.19%3.23%Q4 2014Q2 20153
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.01%0.01%0.01%Q2 2015Q3 20152
Fieldpoint Private Securities, LLC 110.01%0.01%0.01%Q3 2021Q2 20222
SHAKER INVESTMENTS LLC/OH 220.50%0.51%0.52%Q3 2016Q4 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Alpha DNA Investment Management LLC 220.02%0.02%0.03%Q4 2020Q1 20212
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Choate Investment Advisors 110.01%0.02%0.02%Q3 2020Q3 20232
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q2 2021Q3 20212
Bickling Financial Services, Inc. 220.25%0.28%0.31%Q4 2020Q1 20212
Compass Ion Advisors, LLC 222.80%2.88%2.97%Q1 2020Q2 20202
Modera Wealth Management, LLC 220.14%0.16%0.17%Q2 2023Q3 20232
Providence Capital Advisors, LLC 110.00%0.00%0.01%Q4 2017Q4 20192
Wealthstar Advisors, LLC 220.12%0.13%0.13%Q1 2019Q2 20192
Clean Yield Group 110.01%0.01%0.02%Q3 2016Q1 20172
LWM Advisory Services, LLC 110.28%0.30%0.32%Q4 2021Q3 20222
WESBANCO BANK INC 110.01%0.02%0.02%Q2 2022Q4 20222
Almitas Capital LLC 221.01%1.25%1.48%Q1 2019Q2 20192
Parsec Financial Management, Inc. 220.10%0.18%0.25%Q4 2022Q1 20232
Baron Financial Group, LLC 110.02%0.03%0.03%Q3 2020Q1 20222
Burt Wealth Advisors 110.01%0.01%0.02%Q1 2016Q1 20202
TWO SIGMA INVESTMENTS, LP 220.12%0.15%0.19%Q2 2023Q3 20232
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Accel Wealth Management 220.00%0.00%0.00%Q4 2020Q1 20212
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Ameritas Advisory Services, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Fusion Investment Group, LLC 110.04%0.36%0.69%Q4 2013Q2 20142
Virtu Financial LLC 110.08%0.09%0.10%Q3 2017Q2 20182
Highland Private Wealth Management 220.06%0.06%0.06%Q2 2022Q3 20222
Summit Wealth Group, LLC 220.05%0.18%0.32%Q1 2023Q2 20232
Meridian Wealth Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
FIRST HAWAIIAN BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Redwood Financial Network Corp 220.20%0.21%0.22%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.02%0.03%0.04%Q4 2022Q1 20232
VALLEY WEALTH MANAGERS, INC. 220.00%0.08%0.16%Q2 2023Q3 20232
FIRST FINANCIAL CORP /IN/ 220.01%0.01%0.02%Q2 2020Q3 20202
Coppell Advisory Solutions Corp. 220.91%0.93%0.95%Q4 2022Q1 20232
Lloyd Advisory Services, LLC. 110.02%0.15%0.29%Q4 2019Q4 20212
Hugh Johnson Advisors LLC 220.47%0.48%0.50%Q4 2016Q1 20172
Kavar Capital Partners, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q3 20232
Impact Partnership Wealth, LLC 220.49%0.52%0.55%Q2 2023Q3 20232
Avion Wealth 220.01%0.01%0.01%Q4 2020Q1 20212
Centric Wealth Management 220.72%0.76%0.80%Q1 2022Q2 20222
Aureus Asset Management, LLC 220.21%0.28%0.35%Q1 2015Q2 20152
Farmers National Bank 220.06%0.06%0.06%Q2 2017Q3 20172
MKD WEALTH COACHES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
WESTPORT RESOURCES MANAGEMENT INC 220.76%0.80%0.84%Q2 2013Q3 20132
Windsor Capital Management, LLC 110.04%0.14%0.23%Q3 2013Q3 20162
RPG Investment Advisory, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
One Charles Private Wealth Services, LLC 220.19%0.21%0.22%Q2 2020Q3 20202
Bank of Kentucky, Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
Talisman Wealth Advisors LLC 220.40%0.44%0.48%Q4 2022Q1 20232
Gould Capital, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
CCG WEALTH MANAGEMENT, LLC 110.35%0.81%1.27%Q4 2018Q3 20212
Occidental Asset Management, LLC 220.78%0.82%0.86%Q3 2022Q4 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.02%3.83%7.63%Q4 2015Q1 20162
First Personal Financial Services 110.00%0.01%0.01%Q1 2016Q3 20222
GOULD ASSET MANAGEMENT LLC /CA/ 220.09%0.09%0.10%Q4 2017Q1 20182
TD ASSET MANAGEMENT INC 110.00%0.00%0.01%Q1 2020Q3 20202
Curbstone Financial Management Corp 220.10%0.11%0.11%Q4 2021Q1 20222
FundX Investment Group, LLC 110.20%3.18%6.16%Q4 2014Q1 20162
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q4 20152
RMR Wealth Builders 110.02%0.06%0.09%Q1 2021Q3 20212
CAPITAL ONE, NATIONAL ASSOCIATION 110.02%0.06%0.10%Q2 2013Q4 20192
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q2 20232
Point72 Asset Management, L.P. 110.01%0.02%0.03%Q2 2023Q2 20232
Icon Wealth Advisors, LLC 220.16%0.61%1.06%Q3 2022Q4 20222
Heartwood Wealth Advisors LLC 222.76%2.77%2.77%Q2 2022Q3 20222
Alpha Quant Advisors, LLC 220.57%0.58%0.58%Q4 2018Q1 20192
Schubert & Co 220.01%0.01%0.01%Q2 2022Q3 20222
Bristlecone Advisors, LLC 110.00%0.01%0.02%Q1 2023Q3 20232
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q2 2015Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GODSEY & GIBB, INC 220.02%0.03%0.03%Q4 2020Q1 20212
Cleary Gull Holdings Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Cedar Mountain Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
RUSSELL FRANK CO/ 220.12%0.13%0.14%Q2 2015Q3 20152
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
CAPITAL ONE FINANCIAL CORP 220.05%0.08%0.12%Q1 2020Q2 20202
Stegent Equity Advisors, Inc. 220.50%0.54%0.57%Q2 2022Q3 20222
Covenant Multifamily Offices, LLC 110.03%0.06%0.09%Q1 2019Q4 20192
THEORY FINANCIAL LLC 224.34%4.48%4.62%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.04%0.05%0.06%Q2 2023Q3 20232
Strategic Capital Group LLC 220.01%0.04%0.08%Q2 2013Q3 20132
Atomi Financial Group, Inc. 220.48%0.56%0.64%Q2 2023Q3 20232
Independent Advisor Alliance 110.01%0.02%0.04%Q4 2019Q3 20232
Hoover Financial Advisors, Inc. 110.00%0.01%0.01%Q4 2020Q2 20212
Summit Financial, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Crewe Advisors LLC 110.00%0.03%0.06%Q4 2017Q4 20222
MBE Wealth Management, LLC 220.19%0.20%0.21%Q4 2019Q1 20202
Nishkama Capital, LLC 110.36%0.58%0.80%Q1 2023Q1 20232
Mill Creek Capital Advisors, LLC 220.94%0.97%1.00%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.44%0.46%0.48%Q2 2013Q3 20132
Catamount Wealth Management 110.00%0.00%0.01%Q4 2016Q4 20182
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.02%0.04%Q3 2013Q3 20232
Manhattan West Asset Management, LLC 220.53%0.82%1.11%Q2 2023Q3 20232
DRW Securities, LLC 220.04%0.04%0.04%Q3 2013Q4 20132
ALLSTATE CORP 220.47%1.02%1.57%Q2 2023Q3 20232
CIM INVESTMENT MANAGEMENT INC 220.28%0.58%0.87%Q3 2021Q4 20212
One Day In July LLC 220.06%0.06%0.07%Q1 2021Q2 20212
NCM Capital Management, LLC 110.23%1.10%1.97%Q1 2022Q4 20222
Interchange Capital Partners, LLC 110.02%0.11%0.20%Q4 2020Q2 20232
FAIRFIELD, BUSH & CO. 110.01%0.01%0.02%Q2 2022Q2 20232
PARNASSUS INVESTMENTS, LLC 220.00%0.02%0.03%Q2 2023Q3 20232
Herold Advisors, Inc. 110.02%0.03%0.03%Q3 2021Q1 20222
Rice Partnership, LLC 110.00%0.00%0.00%Q3 2019Q4 20212
Knuff & Co LLC 220.18%0.22%0.25%Q2 2020Q3 20202
Legacy Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
SPRING CREEK CAPITAL LLC 110.04%0.12%0.19%Q2 2018Q4 20182
Edge Capital Group, LLC 220.03%0.04%0.05%Q4 2019Q1 20202
ARGI Investment Services, LLC 220.15%0.28%0.41%Q2 2013Q3 20132
NOMURA HOLDINGS INC 220.08%0.08%0.08%Q2 2013Q3 20132
Crosspoint Capital Strategies, LLC 220.05%0.49%0.93%Q3 2015Q4 20152
Optimum Quantvest Corp 228.70%9.24%9.77%Q2 2020Q3 20202
Daniels&Tansey,LLP 220.22%3.06%5.90%Q3 2020Q4 20202
NBT BANK N A /NY 220.07%0.08%0.10%Q2 2023Q3 20232
CNB Bank 110.00%0.01%0.02%Q4 2017Q3 20212
S.A. Mason LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Efficient Market Advisors, LLC 110.00%0.00%0.01%Q3 2013Q3 20152
WILLIAMS JONES & ASSOCIATES LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Stearns Financial Services Group 110.00%0.00%0.00%Q4 2019Q3 20202
VAUGHAN & Co SECURITIES, INC. 220.03%0.03%0.04%Q4 2019Q1 20202
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
PAYDEN & RYGEL 220.01%0.17%0.32%Q3 2020Q4 20202
STANCORP INVESTMENT ADVISERS INC 220.03%0.04%0.04%Q4 2014Q1 20152
CAXTON ASSOCIATES LP 110.26%1.19%2.12%Q2 2013Q2 20132
GOFEN & GLOSSBERG LLC /IL/ 220.01%0.01%0.01%Q4 2020Q1 20212
ARQ WEALTH ADVISORS, LLC 115.58%6.66%7.74%Q4 2020Q4 20222
Pinnacle Summer Investments, Inc. 220.00%0.00%0.00%Q3 2015Q4 20152
Slow Capital, Inc. 220.09%0.42%0.76%Q1 2019Q2 20192
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2019Q4 20202
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.04%0.04%0.04%Q1 2023Q2 20232
Arcadia Wealth Management, LLC 220.30%0.30%0.31%Q4 2022Q1 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
PrairieView Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Kowal Investment Group, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
Paloma Partners Management Co 110.00%0.02%0.03%Q2 2019Q4 20192
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.09%0.17%Q2 2018Q2 20202
Clarity Financial LLC 220.93%8.16%15.38%Q4 2020Q1 20212
WCG Wealth Advisors LLC 220.32%0.41%0.49%Q2 2023Q3 20232
Vantage Investment Advisors, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
WESPAC Advisors SoCal, LLC 220.03%0.03%0.04%Q1 2016Q2 20162
RGT Wealth Advisors, LLC 220.12%0.13%0.13%Q3 2016Q4 20162
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
3D/L Capital Management, LLC 220.07%0.07%0.08%Q4 2022Q1 20232
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Quintium Advisors, LLC 220.35%0.54%0.73%Q3 2015Q4 20152
Wright Fund Management, LLC 226.23%8.88%11.52%Q1 2023Q2 20232
Jane Street Holding, LLC 110.05%0.07%0.09%Q2 2013Q4 20132
Petix & Botte Co 220.13%0.14%0.14%Q2 2023Q3 20232
Jenkins Wealth 111.68%1.72%1.76%Q4 2021Q4 20222
JANUS HENDERSON GROUP PLC 220.00%0.00%0.00%Q2 2017Q3 20172
Value Monitoring, Inc. 1116.36%17.65%18.94%Q1 2019Q4 20192
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Estabrook Capital Management 220.00%0.00%0.00%Q3 2013Q4 20132
ANGELES WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
KMS FINANCIAL SERVICES, INC 220.09%0.16%0.23%Q2 2013Q3 20132
Beirne Wealth Consulting Services, LLC 220.16%0.18%0.20%Q3 2020Q4 20202
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Badgley Phelps Wealth Managers, LLC 110.57%0.57%0.57%Q3 2021Q3 20211
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Willingdon Wealth Management 110.03%0.03%0.03%Q4 2018Q4 20181
Three Bridge Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Portfolio Strategies Inc 110.07%0.07%0.07%Q4 2016Q4 20161
Krilogy Financial LLC 110.03%0.03%0.03%Q3 2020Q3 20201
HARBOR CAPITAL ADVISORS, INC. 110.03%0.03%0.03%Q4 2023Q4 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
EXENCIAL WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q1 2013Q1 20131
Wind River Trust Co 110.02%0.02%0.02%Q4 2012Q4 20121
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2015Q3 20151
Madden Advisory Services, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
Avestar Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 1141.42%41.42%41.42%Q1 2023Q1 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
COHEN & STEERS, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Stratos Investment Management, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Cordant, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Texas Capital Bank Wealth Management Services Inc 110.02%0.02%0.02%Q1 2022Q1 20221
HT Partners LLC 112.11%2.11%2.11%Q4 2018Q4 20181
SAGE RHINO CAPITAL LLC 110.24%0.24%0.24%Q1 2020Q1 20201
Waverly Advisors, LLC 110.12%0.12%0.12%Q3 2016Q3 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Advisor OS, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
CARDIFF PARK ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.25%0.25%0.25%Q1 2016Q1 20161
Birchcreek Wealth Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2021Q3 20211
BRASADA CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q3 2018Q3 20181
COWA, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
STRATEGIC INVESTMENT MANAGEMENT, LLC 113.59%3.59%3.59%Q1 2016Q1 20161
First Bank & Trust 110.01%0.01%0.01%Q4 2019Q4 20191
Garde Capital, Inc. 110.09%0.09%0.09%Q4 2016Q4 20161
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Stephens Consulting, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Northstar Advisory Group, LLC 113.41%3.41%3.41%Q3 2021Q3 20211
Investmark Advisory Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
KORNITZER CAPITAL MANAGEMENT INC /KS 110.01%0.01%0.01%Q4 2019Q4 20191
ALERUS FINANCIAL NA 110.19%0.19%0.19%Q4 2022Q4 20221
KICKSTAND VENTURES, LLC. 111.93%1.93%1.93%Q3 2023Q3 20231
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
Paragon Capital Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Kure Advisory, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Triangle Securities Wealth Management 110.12%0.12%0.12%Q2 2019Q2 20191
Chiron Investment Management, LLC 118.42%8.42%8.42%Q4 2022Q4 20221
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Epic Trust Investment Advisors, LLC 110.38%0.38%0.38%Q2 2023Q2 20231
Roof Eidam Maycock Peralta, LLC 113.21%3.21%3.21%Q1 2021Q1 20211
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TRUST CO OF VIRGINIA /VA 110.03%0.03%0.03%Q1 2018Q1 20181
HOHIMER WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
River Wealth Advisors LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Berkshire Bank 110.06%0.06%0.06%Q3 2020Q3 20201
MCDONALD PARTNERS LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Peachtree Investment Advisors, Inc. 110.07%0.07%0.07%Q3 2014Q3 20141
Johnson Financial Group, LLC 110.27%0.27%0.27%Q4 2016Q4 20161
RETIREMENT CAPITAL STRATEGIES 110.75%0.75%0.75%Q2 2023Q2 20231
WASHINGTON CAPITAL MANAGEMENT, INC 110.26%0.26%0.26%Q4 2017Q4 20171
Trexquant Investment LP 110.02%0.02%0.02%Q2 2022Q2 20221
USA FINANCIAL FORMULAS 110.08%0.08%0.08%Q2 2015Q2 20151
Long Wharf Investors, Inc. 110.20%0.20%0.20%Q2 2013Q2 20131
Acorn Advisory Capital L.P. 110.46%0.46%0.46%Q4 2017Q4 20171
Pinnacle Wealth Management Group, Inc. 112.68%2.68%2.68%Q3 2023Q3 20231
S.C. Financial Services, Inc. 110.41%0.41%0.41%Q4 2022Q4 20221
FirstPurpose Wealth LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q4 2013Q4 20131
NORTH STAR ASSET MANAGEMENT INC 110.04%0.04%0.04%Q2 2015Q2 20151
Navalign, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Citizens Business Bank 110.08%0.08%0.08%Q4 2020Q4 20201
Itau Unibanco Holding S.A. 110.04%0.04%0.04%Q4 2017Q4 20171
WEALTHFRONT Corp 110.01%0.01%0.01%Q3 2014Q3 20141
Paragon Wealth Strategies, LLC 119.21%9.21%9.21%Q2 2020Q2 20201
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.31%0.31%0.31%Q3 2022Q3 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FIRSTMERIT BANK N A TRUSTEE 110.45%0.45%0.45%Q2 2016Q2 20161
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Fiduciary Planning LLC 114.80%4.80%4.80%Q4 2019Q4 20191
GALAXY CAPITAL TRADING LTD 112.54%2.54%2.54%Q4 2013Q4 20131
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GENWORTH FINANCIAL INC 111.43%1.43%1.43%Q2 2013Q2 20131
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q1 2020Q1 20201
EMG Holdings, L.P. 110.42%0.42%0.42%Q1 2022Q1 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q2 2021Q2 20211
ARROW FINANCIAL CORP 110.01%0.01%0.01%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
RIVERSEDGE ADVISORS, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
RITHOLTZ WEALTH MANAGEMENT 110.64%0.64%0.64%Q4 2016Q4 20161
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.01%0.01%0.01%Q2 2013Q2 20131
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Perkins Coie Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Harvest Investment Services, LLC 111.22%1.22%1.22%Q4 2018Q4 20181
Corient Capital Partners, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
CITY HOLDING CO 110.00%0.00%0.00%Q4 2021Q4 20211
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1113.86%13.86%13.86%Q3 2017Q3 20171
Ipsen Advisor Group LLC 110.57%0.57%0.57%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
QCM Cayman, Ltd. 113.66%3.66%3.66%Q4 2022Q4 20221
FIRST WILSHIRE SECURITIES MANAGEMENT INC 110.17%0.17%0.17%Q1 2021Q1 20211
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Kelman-Lazarov, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
JD Financial Services Inc. 110.32%0.32%0.32%Q4 2020Q4 20201
Savant Capital, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Lee Capital Holdings LLC 110.39%0.39%0.39%Q1 2021Q1 20211
First County Bank /CT/ 110.22%0.22%0.22%Q4 2022Q4 20221
TORRAY INVESTMENT PARTNERS LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Garden State Investment Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Yorktown Management & Research Co Inc 114.49%4.49%4.49%Q2 2020Q2 20201
OLD MISSION CAPITAL, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Family Management Corp 111.74%1.74%1.74%Q3 2022Q3 20221
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Highstreet Asset Management Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q3 2020Q3 20201
Stamos Capital Partners, L.P. 110.94%0.94%0.94%Q4 2021Q4 20211
PRW Wealth Management LLC 110.44%0.44%0.44%Q2 2021Q2 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Pine Valley Investments Ltd Liability Co 110.03%0.03%0.03%Q3 2023Q3 20231
CTC Alternative Strategies, Ltd. 110.86%0.86%0.86%Q2 2023Q2 20231
AlphaStar Capital Management, LLC 110.11%0.11%0.11%Q1 2019Q1 20191
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Live Your Vision, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BluePath Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q1 2022Q1 20221
Cornerstone Retirement Group, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
BRINKER CAPITAL INC 110.44%0.44%0.44%Q2 2020Q2 20201
Legacy Financial Advisors, Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
Arlington Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q3 2014Q3 20141
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Maryland Capital Management 110.03%0.03%0.03%Q4 2020Q4 20201
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Directions Investment Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
SeaBridge Investment Advisors LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
ARCH CAPITAL GROUP LTD. 119.02%9.02%9.02%Q4 2020Q4 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Schrum Private Wealth Management LLC 110.19%0.19%0.19%Q4 2021Q4 20211
DE BURLO GROUP INC 110.01%0.01%0.01%Q3 2022Q3 20221
True Wealth Design, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SYON CAPITAL LLC 111.62%1.62%1.62%Q3 2023Q3 20231
Intelligence Driven Advisers, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HORIZON FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Windsor Wealth Management, Inc. 110.06%0.06%0.06%Q3 2020Q3 20201
SYMONS CAPITAL MANAGEMENT INC 110.25%0.25%0.25%Q3 2021Q3 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
WATERS PARKERSON & CO., LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Redwood Investment Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AMP Capital Investors Ltd 110.09%0.09%0.09%Q3 2021Q3 20211
Pacific Sage Partners, LLC 111.87%1.87%1.87%Q3 2023Q3 20231
AMERICAN CENTURY COMPANIES INC 110.01%0.01%0.01%Q1 2020Q1 20201
EXCELSIA, INC. 114.20%4.20%4.20%Q2 2013Q2 20131
Tidal Investments LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Center For Asset Management LLC 110.22%0.22%0.22%Q4 2020Q4 20201
GFG Capital, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Farmer Steven Patrick 110.34%0.34%0.34%Q2 2022Q2 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
SkyOak Wealth, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Greytown Advisors Inc. 110.37%0.37%0.37%Q3 2020Q3 20201
STEEL GROVE CAPITAL ADVISORS, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.12%0.12%0.12%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.05%0.05%0.05%Q3 2022Q3 20221
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ironwood Investment Counsel, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
BlueCrest Capital Management Ltd 110.08%0.08%0.08%Q1 2023Q1 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Versant Capital Management, Inc 110.00%0.00%0.00%Q1 2020Q1 20201
BEACON FINANCIAL GROUP 110.18%0.18%0.18%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 111.35%1.35%1.35%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strid Group, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Trutina Financial LLC 110.02%0.02%0.02%Q1 2014Q1 20141
HIGH POINT BANK & TRUST CO 110.01%0.01%0.01%Q2 2013Q2 20131
TFO Wealth Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
One Capital Management, LLC 110.89%0.89%0.89%Q3 2022Q3 20221
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
CapWealth Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Hutchens & Kramer Investment Management Group, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Sepio Capital, LP 110.02%0.02%0.02%Q2 2023Q2 20231
Strait & Sound Wealth Management LLC 110.30%0.30%0.30%Q3 2023Q3 20231
YorkBridge Wealth Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Trivant Custom Portfolio Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Cobblestone Asset Management LLC 114.07%4.07%4.07%Q3 2023Q3 20231
Rafferty Asset Management, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
BOS Asset Management, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Elequin Capital, LP 114.09%4.09%4.09%Q4 2021Q4 20211
Kerntke Otto McGlone Wealth Management Group 110.08%0.08%0.08%Q4 2022Q4 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Blume Capital Management, Inc. 110.06%0.06%0.06%Q4 2013Q4 20131
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Eagle Strategies LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
First Command Bank 110.02%0.02%0.02%Q2 2017Q2 20171
TFC Financial Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Waterloo Capital, L.P. 110.06%0.06%0.06%Q1 2023Q1 20231
ASB Consultores, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Olympiad Research LP 114.56%4.56%4.56%Q4 2019Q4 20191
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Ground Swell Capital, LLC 110.41%0.41%0.41%Q2 2022Q2 20221
Gradient Capital Advisors, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.22%0.22%0.22%Q3 2020Q3 20201
BROWN WEALTH MANAGEMENT, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Saba Capital Management, L.P. 110.07%0.07%0.07%Q4 2013Q4 20131
FINANCIAL COUNSELORS INC 110.04%0.04%0.04%Q3 2023Q3 20231
BBVA USA Bancshares, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tradewinds, LLC. 110.86%0.86%0.86%Q4 2022Q4 20221
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2022Q3 20221
Murphy Pohlad Asset Management LLC 110.21%0.21%0.21%Q2 2013Q2 20131
AMJ Financial Wealth Management 112.57%2.57%2.57%Q2 2020Q2 20201
CALTON & ASSOCIATES, INC. 110.06%0.06%0.06%Q4 2017Q4 20171
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 111.06%1.06%1.06%Q3 2023Q3 20231
Next Capital Management LLC 110.09%0.09%0.09%Q3 2019Q3 20191
VALLEY FINANCIAL MANAGEMENT, INC. 111.13%1.13%1.13%Q2 2023Q2 20231
Progressive Investment Management Corp 110.01%0.01%0.01%Q3 2023Q3 20231
UNIONVIEW, LLC 110.79%0.79%0.79%Q1 2022Q1 20221
COUNTRY TRUST BANK 110.01%0.01%0.01%Q4 2021Q4 20211
CADENCE BANK NA 110.11%0.11%0.11%Q2 2017Q2 20171
OKABENA INVESTMENT SERVICES INC 110.04%0.04%0.04%Q4 2021Q4 20211
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Urban Wealth Management, LLC 112.47%2.47%2.47%Q4 2020Q4 20201
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Crescent Grove Advisors, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
True North Advisors, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
United Community Bank 110.15%0.15%0.15%Q3 2023Q3 20231
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lantz Financial LLC 110.41%0.41%0.41%Q4 2022Q4 20221
SECURIAN ASSET MANAGEMENT, INC 110.06%0.06%0.06%Q2 2022Q2 20221
Claybrook Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
DEFINED WEALTH MANAGEMENT, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
361 CAPITAL LLC 117.05%7.05%7.05%Q1 2016Q1 20161
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
G&S Capital LLC 110.02%0.02%0.02%Q4 2018Q4 20181
MCMILLION CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Heritage Trust Co 110.01%0.01%0.01%Q1 2017Q1 20171
BlackRock Japan Co. Ltd 110.03%0.03%0.03%Q4 2016Q4 20161
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Derbend Asset Management 110.14%0.14%0.14%Q2 2023Q2 20231
Sound Financial Strategies Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Ruedi Wealth Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
DIMENSION CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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