ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2710.00%0.00%0.01%Q2 2013Q3 202364
HUNTINGTON NATIONAL BANK 3510.00%0.01%0.02%Q3 2010Q3 202350
MUFG Americas Holdings Corp 48480.01%0.07%0.30%Q4 2010Q3 202248
GOLDMAN SACHS GROUP INC 4240.01%0.04%0.06%Q1 2012Q3 202346
KEYBANK NATIONAL ASSOCIATION/OH 44440.26%0.57%0.89%Q4 2012Q3 202344
BAR HARBOR WEALTH MANAGEMENT 43430.09%0.33%2.39%Q1 2013Q3 202343
Destination Wealth Management 43430.03%0.20%0.36%Q1 2013Q3 202343
Bank of New York Mellon Corp 43430.00%0.01%0.04%Q1 2013Q3 202343
First Horizon Advisors, Inc. 43430.03%0.11%0.96%Q1 2013Q3 202343
Stelac Advisory Services LLC 4210.33%2.15%5.37%Q4 2012Q3 202343
Apriem Advisors 42420.04%0.95%2.87%Q2 2013Q3 202342
HM PAYSON & CO 42420.02%0.26%0.64%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.09%0.32%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%1.40%2.41%Q2 2013Q3 202342
US BANCORP \DE\ 42420.07%0.15%0.30%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.06%0.43%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.06%0.17%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.07%0.19%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.04%0.08%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.13%0.76%1.57%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.03%0.12%0.30%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.10%0.32%Q2 2013Q4 202342
WHITE PINE CAPITAL LLC 42420.26%1.22%8.42%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.07%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.08%0.23%1.46%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.02%0.06%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.51%1.08%2.23%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.06%0.21%0.39%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.05%0.17%0.47%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.00%0.00%Q2 2013Q3 202342
Sabal Trust CO 42422.18%2.81%3.89%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.03%0.09%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.91%2.77%6.45%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.02%0.07%0.44%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.04%0.10%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.21%0.67%1.33%Q2 2013Q3 202342
Bangor Savings Bank 42420.31%5.73%8.86%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.01%0.03%0.06%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.13%0.23%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.08%0.18%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42421.48%2.92%5.02%Q2 2013Q3 202342
Horizon Investment Services, LLC 42420.28%0.54%1.22%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.08%0.26%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.16%0.37%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.08%0.16%0.21%Q2 2013Q3 202342
NewSquare Capital LLC 42420.57%2.26%5.10%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.05%0.21%0.30%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.03%0.10%0.20%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.30%1.86%4.13%Q2 2013Q3 202342
DT Investment Partners, LLC 42421.17%2.61%4.33%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.11%1.12%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.01%0.15%0.59%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.15%Q2 2013Q3 202341
Haverford Trust Co 4010.48%0.85%1.25%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.10%0.21%Q4 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.04%0.14%Q3 2013Q3 202341
FRANKLIN RESOURCES INC 3830.04%0.09%0.26%Q2 2013Q3 202341
ARKANSAS FINANCIAL GROUP, INC. 40404.31%9.80%15.66%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.56%1.76%2.86%Q4 2013Q3 202340
COMERICA BANK 3910.00%0.03%0.13%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.02%0.07%0.14%Q4 2013Q3 202340
HighTower Advisors, LLC 3640.00%0.01%0.03%Q2 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.01%0.08%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.65%1.06%1.47%Q4 2013Q3 202340
COURIER CAPITAL LLC 3910.02%0.41%1.34%Q2 2013Q3 202340
BANK HAPOALIM BM 2190.01%0.11%0.68%Q4 2013Q2 202240
WELCH & FORBES LLC 39390.01%0.01%0.03%Q2 2013Q4 202239
REGIONS FINANCIAL CORP 2020.00%0.00%0.01%Q2 2013Q2 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.28%0.58%Q2 2013Q3 202339
ASSETMARK, INC 39390.08%1.26%2.66%Q1 2014Q3 202339
ARGI Investment Services, LLC 39390.02%2.57%8.11%Q2 2013Q4 202239
Evercore Wealth Management, LLC 39390.01%0.26%0.63%Q2 2013Q4 202239
Atria Investments, Inc 25140.03%0.21%0.56%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.06%0.19%0.34%Q1 2014Q3 202339
M&T BANK CORP 2640.00%0.01%0.02%Q2 2013Q3 202338
FDx Advisors, Inc. 38380.02%0.56%2.35%Q2 2014Q3 202338
Ashfield Capital Partners, LLC 38380.03%0.26%0.62%Q2 2013Q3 202238
PRUDENTIAL FINANCIAL INC 27110.00%0.01%0.04%Q2 2013Q2 202338
Roundview Capital LLC 38380.12%0.68%1.61%Q2 2014Q3 202338
Advisory Services Network, LLC 2750.01%0.43%3.31%Q2 2013Q3 202337
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 37370.02%0.24%0.64%Q2 2013Q2 202237
SHEETS SMITH WEALTH MANAGEMENT 21160.04%0.06%0.10%Q1 2013Q3 202337
UBS Group AG 36360.00%0.08%0.13%Q4 2014Q3 202337
Capital Analysts, LLC 3610.00%1.44%6.12%Q1 2014Q3 202337
BANK OF THE WEST 37370.05%0.23%0.69%Q4 2013Q4 202237
First Personal Financial Services 36360.79%2.05%5.24%Q4 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.04%0.16%0.36%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.04%Q2 2013Q1 202236
Raymond James Financial Services Advisors, Inc. 3310.02%0.10%0.65%Q2 2013Q3 202336
Dakota Wealth Management 36360.19%0.55%0.94%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.13%0.36%0.54%Q4 2014Q3 202336
NOTTINGHAM ADVISORS, INC. 36360.04%0.09%0.21%Q4 2014Q3 202336
INVESTMENT PARTNERS, LTD. 36360.12%1.90%4.76%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 2330.00%0.01%0.02%Q2 2013Q3 202335
Cordasco Financial Network 35350.04%0.26%1.48%Q4 2013Q2 202235
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.03%0.08%Q2 2013Q4 202135
PALLADIUM PARTNERS LLC 2690.02%0.44%1.03%Q2 2013Q1 202235
Cetera Advisor Networks LLC 35350.01%0.04%0.15%Q1 2015Q3 202335
Argent Trust Co 35350.04%0.13%0.33%Q1 2015Q3 202335
Chesley Taft & Associates LLC 3230.16%0.25%0.37%Q2 2013Q3 202335
AllSquare Wealth Management LLC 25100.02%0.05%0.21%Q4 2014Q3 202335
Stratos Wealth Partners, LTD. 18160.01%0.03%0.08%Q4 2014Q3 202334
WRAPMANAGER INC 2770.35%4.04%9.61%Q3 2012Q2 202234
Granite Investment Advisors, LLC 34340.10%0.35%0.76%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.00%0.09%0.24%Q2 2015Q3 202334
MERIDIAN MANAGEMENT CO 34340.10%0.77%3.45%Q2 2015Q3 202334
Voya Financial Advisors, Inc. 34340.05%0.24%0.50%Q2 2015Q3 202334
WEBSTER BANK, N. A. 34340.02%0.45%0.83%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.02%0.04%Q2 2015Q3 202334
Sage Advisory Services, Ltd.Co. 34340.13%2.49%9.01%Q2 2015Q3 202334
NTV ASSET MANAGEMENT LLC 34340.10%0.25%0.56%Q2 2015Q3 202334
Boltwood Capital Management 33330.12%0.35%0.72%Q4 2015Q4 202333
Shoker Investment Counsel, Inc. 33330.28%0.65%1.14%Q4 2013Q4 202133
Brinker Capital Investments, LLC 33330.04%0.44%0.95%Q2 2013Q2 202133
Sandy Spring Bank 2940.00%0.04%0.27%Q3 2014Q3 202333
Allworth Financial LP 3120.00%0.02%0.14%Q1 2014Q3 202333
Aspen Investment Management Inc 2670.23%2.76%7.70%Q2 2013Q3 202333
Freedom Investment Management, Inc. 22110.03%0.37%1.21%Q1 2013Q3 202333
Sigma Planning Corp 33330.01%0.05%0.15%Q4 2014Q4 202233
ETF Portfolio Partners, Inc. 3120.12%5.24%6.77%Q4 2014Q3 202333
Bragg Financial Advisors, Inc 2710.01%0.10%0.25%Q2 2013Q3 202333
Cetera Investment Advisers 32320.04%0.20%0.58%Q4 2015Q3 202332
Community Bank, N.A. 32320.00%0.02%0.09%Q4 2015Q3 202332
KING LUTHER CAPITAL MANAGEMENT CORP 32320.01%0.01%0.01%Q4 2015Q3 202332
EAGLE GLOBAL ADVISORS LLC 2840.01%0.16%0.46%Q3 2013Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.08%0.41%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.05%0.55%1.39%Q4 2015Q3 202332
Brookstone Capital Management 1710.00%1.44%4.48%Q3 2015Q3 202331
Veritable, L.P. 21100.01%0.01%0.03%Q4 2012Q1 202231
IFP Advisors, Inc 17140.00%0.06%0.21%Q4 2015Q3 202331
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 2610.01%0.07%0.11%Q2 2013Q3 202331
Avior Wealth Management, LLC 2560.00%0.03%0.05%Q4 2015Q3 202331
Anchor Investment Management, LLC 31310.00%0.01%0.03%Q1 2016Q3 202331
Astor Investment Management LLC 2470.00%0.53%5.06%Q1 2014Q1 202231
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16150.00%0.00%0.01%Q2 2013Q4 202231
Matson Money. Inc. 31315.89%12.92%20.20%Q1 2016Q3 202331
BARCLAYS PLC 1430.00%0.00%0.04%Q2 2013Q3 202330
D. SCOTT NEAL, INC. 2020.15%11.18%29.34%Q4 2013Q1 202230
ALLSTATE CORP 30301.91%6.99%14.52%Q2 2016Q3 202330
LifePlan Financial Group, Inc 30300.21%1.10%4.37%Q2 2013Q3 202030
FARMERS & MERCHANTS INVESTMENTS INC 2370.00%0.04%0.11%Q2 2013Q4 202230
UMB Bank, n.a. 2910.01%0.14%0.25%Q4 2015Q3 202330
Creative Planning 1310.00%0.00%0.01%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.05%0.17%Q2 2013Q3 202030
FOSTER & MOTLEY INC 2640.03%0.66%2.26%Q2 2013Q1 202230
Dana Investment Advisors, Inc. 1330.01%0.03%0.04%Q1 2015Q3 202330
Bray Capital Advisors 2820.02%0.47%2.17%Q2 2015Q3 202330
CWM, LLC 1380.00%0.00%0.02%Q3 2015Q3 202330
Snowden Capital Advisors LLC 2280.01%0.57%2.01%Q1 2016Q3 202330
ADVISORY RESEARCH INC 16140.01%0.08%0.28%Q1 2016Q3 202330
LEUTHOLD GROUP, LLC 1910.09%0.68%2.03%Q2 2013Q3 202329
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.13%Q1 2016Q3 202329
Kovack Advisors, Inc. 1420.02%0.17%0.56%Q1 2015Q2 202329
Horan Securities, Inc. 2270.05%1.40%4.64%Q1 2016Q2 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.02%Q3 2013Q3 202329
NewEdge Advisors, LLC 2630.03%0.29%0.84%Q3 2015Q3 202329
3D ASSET MANAGEMENT, INC 29290.10%1.96%5.74%Q2 2013Q2 202029
Lee Financial Co 28280.06%0.28%1.07%Q4 2016Q3 202328
STATE STREET CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1210.00%0.07%0.36%Q1 2014Q3 202328
Geneos Wealth Management Inc. 2530.00%0.06%1.01%Q1 2016Q3 202328
AE Wealth Management LLC 28280.01%0.13%0.60%Q4 2016Q3 202328
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28280.03%0.16%0.34%Q4 2016Q3 202328
COLONY GROUP LLC 2170.01%0.03%0.09%Q2 2014Q2 202228
Sargent Bickham Lagudis LLC 28280.01%0.02%0.05%Q1 2016Q4 202228
Armor Investment Advisors, LLC 28280.01%0.01%0.02%Q4 2016Q3 202328
1834 INVESTMENT ADVISORS CO 28280.02%1.10%2.38%Q3 2015Q2 202228
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.33%1.24%2.25%Q4 2016Q3 202328
Parkside Financial Bank & Trust 1640.00%0.01%0.05%Q3 2015Q3 202328
BOYS ARNOLD & CO INC 28280.52%0.89%1.15%Q2 2013Q1 202028
Steward Partners Investment Advisory, LLC 28280.01%0.09%0.24%Q4 2016Q3 202328
BRIGHTON JONES LLC 2350.03%0.11%0.25%Q3 2015Q3 202228
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2710.04%0.27%1.00%Q3 2015Q3 202228
Country Club Trust Company, n.a. 1110.12%0.38%0.83%Q1 2014Q4 202127
Simplicity Solutions, LLC 1320.01%0.32%1.31%Q2 2015Q2 202227
CIBC BANK USA 27270.03%0.07%0.09%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.06%0.34%2.08%Q2 2013Q4 201927
Shepherd Financial Partners LLC 2160.05%0.64%3.12%Q4 2016Q3 202327
Psagot Value Holdings Ltd. 27270.00%0.10%0.60%Q1 2015Q3 202127
LAZARD ASSET MANAGEMENT LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
Migdal Insurance & Financial Holdings Ltd. 16110.00%0.04%0.17%Q4 2016Q3 202327
Autus Asset Management, LLC 27270.06%0.19%0.33%Q2 2015Q4 202127
Global Retirement Partners, LLC 2070.02%0.06%0.10%Q4 2016Q3 202327
Probity Advisors, Inc. 920.13%0.75%2.52%Q2 2016Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 2520.00%0.05%0.39%Q2 2014Q4 202327
Calamos Wealth Management LLC 27270.08%0.27%0.73%Q1 2017Q3 202327
NEXT Financial Group, Inc 1310.00%0.14%0.64%Q3 2014Q4 202126
EFG Asset Management (Americas) Corp. 26260.03%0.41%0.78%Q3 2014Q4 202026
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.01%Q4 2014Q3 202326
BOSTON ADVISORS LLC 26260.02%0.04%0.10%Q2 2013Q3 201926
ETRADE Capital Management LLC 2240.01%0.43%1.09%Q2 2013Q3 202026
Haverford Financial Services, Inc. 26260.06%0.20%0.43%Q3 2015Q4 202126
SUNTRUST BANKS INC 26260.00%0.03%0.06%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.02%0.11%0.31%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.04%0.37%1.55%Q2 2017Q3 202326
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2330.00%0.09%0.32%Q4 2016Q3 202326
PARSONS CAPITAL MANAGEMENT INC/RI 26260.04%0.14%0.19%Q2 2017Q3 202326
Israel Discount Bank of New York 1791.20%4.95%8.29%Q1 2017Q3 202326
BAILARD, INC. 1810.01%0.15%0.84%Q2 2016Q3 202326
OPPENHEIMER & CO INC 1010.01%0.10%0.34%Q2 2013Q3 202326
One Capital Management, LLC 25251.76%2.97%5.67%Q3 2017Q3 202325
Grove Bank & Trust 25250.08%2.19%3.79%Q4 2015Q4 202125
PARK AVENUE SECURITIES LLC 1410.01%3.82%11.61%Q4 2014Q3 202325
FMR LLC 2140.00%0.00%0.02%Q2 2014Q3 202325
Endurance Wealth Management, Inc. 1870.00%0.04%0.07%Q4 2016Q2 202325
LaFleur & Godfrey LLC 1070.06%0.39%1.06%Q2 2013Q1 202225
CONFLUENCE INVESTMENT MANAGEMENT LLC 2140.13%0.19%0.43%Q2 2013Q4 201925
Burt Wealth Advisors 25250.02%0.03%0.04%Q4 2014Q4 202025
Rehmann Capital Advisory Group 2010.02%0.06%0.09%Q4 2013Q3 202225
STEPHENS INC /AR/ 2230.17%0.37%0.78%Q2 2013Q3 202325
Integrated Investment Consultants, LLC 1340.08%0.22%0.48%Q4 2015Q3 202225
VICUS CAPITAL 25250.06%0.14%0.28%Q3 2017Q3 202325
NEW SOUTH CAPITAL MANAGEMENT INC 25250.01%0.02%0.05%Q2 2013Q2 201925
Ellenbecker Investment Group 24240.14%2.69%5.71%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.09%11.37%17.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.08%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.12%0.20%0.44%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.02%0.11%Q4 2017Q3 202324
BOKF, NA 1590.03%0.06%0.08%Q3 2017Q3 202324
GFI Investment Counsel Ltd. 1910.11%0.31%1.28%Q4 2016Q3 202324
Financial Advocates Investment Management 24240.02%0.19%0.37%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.51%1.13%1.73%Q4 2017Q3 202324
DAVIS R M INC 24240.01%0.15%0.33%Q4 2017Q3 202324
Concorde Asset Management, LLC 24240.21%1.73%3.96%Q2 2015Q1 202124
Integrated Wealth Concepts LLC 24240.01%0.08%0.32%Q4 2017Q3 202324
Day & Ennis, LLC 24240.07%1.07%2.98%Q3 2016Q2 202224
PETTYJOHN, WOOD & WHITE, INC 24240.08%0.57%0.99%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.02%0.09%Q4 2017Q3 202324
WEALTHSOURCE PARTNERS, LLC 1110.02%0.19%0.70%Q1 2016Q3 202324
B. Riley Wealth Advisors, Inc. 2010.00%0.05%0.29%Q2 2013Q3 202323
JCIC Asset Management Inc. 23230.01%0.02%0.04%Q1 2018Q3 202323
Torch Wealth Management LLC 1940.20%0.28%0.34%Q4 2013Q4 201923
Estate Counselors, LLC 23230.22%2.97%6.36%Q2 2013Q4 201823
EASTERN BANK 23230.14%1.92%6.01%Q2 2013Q4 201823
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q1 2013Q3 202323
HL FINANCIAL SERVICES LLC 1850.02%0.04%0.08%Q2 2013Q1 201923
Westbourne Investment Advisors, Inc. 1310.13%0.56%0.92%Q2 2015Q3 202123
NAPLES GLOBAL ADVISORS, LLC 1670.06%0.25%0.51%Q1 2017Q3 202323
CULLEN/FROST BANKERS, INC. 1910.00%0.00%0.01%Q1 2014Q3 202323
Beaumont Financial Partners, LLC 1720.03%0.26%1.66%Q2 2013Q4 202023
Dynamic Advisor Solutions LLC 23230.01%0.21%0.44%Q4 2017Q2 202323
COMERICA SECURITIES INC 23230.21%0.85%1.93%Q2 2013Q4 201823
Citadel Advisors 810.00%0.00%0.01%Q3 2015Q3 202323
NEW ENGLAND ASSET MANAGEMENT INC 22220.00%0.01%0.04%Q2 2013Q3 201822
IHT Wealth Management, LLC 1750.00%0.08%0.22%Q4 2016Q3 202322
SHAKER INVESTMENTS LLC/OH 22220.20%0.26%0.35%Q3 2016Q4 202122
Charles Schwab Investment Advisory, Inc. 710.00%1.30%5.26%Q2 2013Q3 202322
CAPRIN ASSET MANAGEMENT LLC /ADV 1480.18%0.62%1.63%Q1 2016Q4 202222
OPPENHEIMER ASSET MANAGEMENT INC. 1050.01%0.06%0.16%Q1 2017Q3 202322
Lutz Financial Services LLC 1840.04%0.26%0.45%Q4 2017Q3 202322
Forward Management, LLC 22220.09%0.21%0.32%Q2 2013Q3 201822
Rockefeller Capital Management L.P. 1840.00%0.01%0.02%Q1 2018Q3 202322
Good Life Advisors, LLC 22220.03%0.10%0.19%Q4 2016Q1 202222
Patriot Financial Group Insurance Agency, LLC 1570.00%0.05%0.25%Q4 2016Q2 202222
Foothills Asset Management, Ltd. 22220.77%2.53%3.44%Q4 2013Q1 201922
PFG Advisors 1750.03%1.20%3.83%Q4 2017Q3 202322
Trilogy Capital Inc. 1920.01%0.46%3.54%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.06%0.19%0.57%Q3 2018Q3 202321
TELEMUS CAPITAL, LLC 1650.01%0.76%2.03%Q1 2016Q1 202221
HANCOCK WHITNEY CORP 21210.11%0.45%1.07%Q3 2018Q3 202321
PROFFITT & GOODSON INC 21212.96%4.36%5.89%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.00%0.03%0.07%Q1 2017Q3 202321
Covington Capital Management 21210.00%0.01%0.01%Q3 2017Q3 202221
Jacobi Capital Management LLC 1920.01%0.03%0.06%Q2 2016Q3 202121
MENLO ADVISORS LLC 21210.21%0.40%0.57%Q2 2013Q2 201821
PAYDEN & RYGEL 21210.02%0.08%0.30%Q4 2013Q4 201821
FC Advisory LLC 21210.14%0.37%0.58%Q4 2018Q4 202321
Verdence Capital Advisors LLC 1740.03%0.05%0.12%Q4 2017Q3 202321
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
J. L. Bainbridge & Co., Inc. 20200.03%0.05%0.06%Q2 2018Q1 202320
Archer Investment Corp 20200.00%0.00%0.01%Q4 2018Q3 202320
Mariner, LLC 1610.00%0.04%0.10%Q3 2016Q3 202320
Ally Invest Advisors Inc. 20204.81%5.89%7.27%Q4 2018Q3 202320
Financial Architects, Inc 1010.00%0.01%0.03%Q3 2013Q2 202020
EAGLE ASSET MANAGEMENT INC 1120.00%0.01%0.10%Q3 2013Q3 202320
THOMASPARTNERS, INC. 20200.04%0.34%1.30%Q2 2013Q1 201820
Simply Money Advisors 20200.01%11.10%15.30%Q2 2013Q1 201820
TD ASSET MANAGEMENT INC 1910.00%0.01%0.02%Q3 2017Q3 202320
CAPE COD FIVE CENTS SAVINGS BANK 1280.04%0.21%0.44%Q4 2014Q3 202320
FAS Wealth Partners, Inc. 20200.00%0.07%0.16%Q4 2018Q3 202320
Transamerica Financial Advisors, Inc. 1310.00%0.10%0.33%Q1 2015Q3 202320
OPTIMUM INVESTMENT ADVISORS 1640.01%0.01%0.05%Q3 2013Q4 202120
Fisher Asset Management, LLC 1910.00%0.00%0.00%Q2 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Exchange Capital Management, Inc. 20200.01%1.31%1.91%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.05%0.14%0.42%Q4 2018Q3 202320
DAVIDSON INVESTMENT ADVISORS 1730.03%0.76%3.46%Q2 2013Q3 202320
PFS INVESTMENTS INC. 1820.22%0.90%1.59%Q4 2017Q2 202320
RiverGlades Family Offices LLC 1820.22%0.65%1.73%Q4 2017Q3 202320
KCS Wealth Advisory 1730.50%1.12%1.82%Q4 2017Q4 202220
Sowell Financial Services LLC 810.02%0.12%0.38%Q4 2016Q3 202319
Laffer Tengler Investments, Inc. 19190.13%0.22%0.72%Q2 2013Q4 201719
Aviance Capital Partners, LLC 1420.08%0.69%1.73%Q2 2013Q2 201919
Invesco Ltd. 1810.00%0.00%0.00%Q2 2013Q4 201919
Capital Investment Advisory Services, LLC 1630.00%0.00%0.01%Q4 2018Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.06%0.13%0.22%Q1 2019Q3 202319
Wealthstar Advisors, LLC 1091.74%2.71%4.68%Q1 2018Q3 202319
Fiduciary Trust Co International of Pennsylvania 1720.02%0.03%0.06%Q2 2013Q1 201819
Mitsubishi UFJ Trust & Banking Corp 19190.02%0.04%0.08%Q1 2019Q3 202319
Clearwater Capital Advisors, LLC 1510.01%0.34%1.19%Q1 2018Q2 202319
PEOPLES BANK /OH 1540.14%2.62%4.49%Q4 2018Q3 202319
Strategic Investment Advisors / MI 1810.10%0.51%1.21%Q4 2018Q3 202319
COMERICA SECURITIES,INC. 19190.24%0.44%0.96%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Realta Investment Advisors 19190.16%0.24%0.36%Q1 2019Q3 202319
Quantum Capital Management, LLC / NJ 19190.87%4.14%7.59%Q2 2013Q4 201719
Summit X, LLC 1710.01%0.39%1.13%Q3 2017Q4 202219
Arete Wealth Advisors, LLC 1540.04%0.20%0.31%Q4 2013Q2 202319
Prospera Financial Services Inc 1110.01%0.14%0.80%Q2 2013Q3 202319
Financial Engines Advisors L.L.C. 1710.00%4.40%6.01%Q3 2018Q3 202318
Stadion Money Management, LLC 18180.11%0.34%1.08%Q2 2013Q3 201718
BerganKDV Wealth Management, LLC 1710.00%2.11%4.64%Q2 2018Q2 202318
GREAT LAKES ADVISORS, LLC 18180.08%0.10%0.13%Q1 2014Q2 201818
RELIANCE TRUST CO 18180.94%10.24%26.86%Q2 2013Q3 201718
RELIANCE TRUST CO OF DELAWARE 1170.05%0.10%0.18%Q2 2013Q1 201918
Western Wealth Management, LLC 1080.04%0.06%0.12%Q1 2019Q3 202318
Financial Gravity Asset Management, Inc. 910.00%0.19%1.61%Q1 2018Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.06%0.20%Q2 2013Q3 201718
White Pine Investment CO 1120.31%0.42%0.60%Q4 2014Q4 201918
Prime Capital Investment Advisors, LLC 1710.01%0.06%0.13%Q4 2018Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.10%0.41%0.78%Q1 2019Q3 202318
Investors Research Corp 18180.00%0.00%0.00%Q2 2019Q3 202318
Financial Partners Group, Inc 18180.14%2.06%4.69%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 610.00%0.00%0.02%Q2 2015Q1 202318
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1530.01%0.05%0.09%Q4 2018Q3 202318
BALDWIN BROTHERS LLC/MA 1620.01%0.01%0.04%Q1 2016Q2 202218
Private Capital Group, LLC 18180.28%0.36%0.50%Q4 2017Q1 202218
Perella Weinberg Partners Capital Management LP 1070.23%1.32%2.96%Q3 2016Q2 202117
Parallel Advisors, LLC 1310.00%0.00%0.02%Q4 2016Q3 202317
FineMark National Bank & Trust 1210.00%0.02%0.04%Q2 2013Q4 202117
Patten Group, Inc. 17170.01%0.15%0.25%Q4 2014Q4 201817
CREATIVE FINANCIAL DESIGNS INC /ADV 1160.00%0.05%0.76%Q4 2016Q3 202317
Kistler-Tiffany Companies, LLC 1320.00%0.05%0.58%Q3 2017Q2 202317
ALLIANZ INVESTMENT MANAGEMENT LLC 17172.34%5.68%12.48%Q4 2016Q4 202017
BOURGEON CAPITAL MANAGEMENT LLC 17170.02%0.02%0.05%Q3 2019Q3 202317
Goelzer Investment Management, Inc. 17170.03%0.31%0.48%Q3 2019Q3 202317
PHILLIPS FINANCIAL MANAGEMENT, LLC 17170.13%0.25%0.41%Q3 2019Q3 202317
Pinnacle Family Advisors, LLC 1340.11%0.89%1.38%Q1 2019Q3 202317
Bluefin Trading, LLC 810.04%0.62%1.95%Q2 2013Q3 201917
COMMERCE BANK 1410.00%0.01%0.02%Q2 2017Q2 202317
JOHNSON INVESTMENT COUNSEL INC 1310.01%0.01%0.02%Q2 2014Q2 201917
CAPITAL ONE, NATIONAL ASSOCIATION 1610.10%1.41%3.75%Q3 2014Q4 201917
Vestmark Advisory Solutions, Inc. 1430.04%0.14%0.43%Q1 2019Q2 202317
D L CARLSON INVESTMENT GROUP INC 1520.20%0.70%1.13%Q2 2013Q3 202317
Phoenix Holdings Ltd. 17170.02%0.13%0.27%Q3 2019Q3 202317
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 820.01%0.34%1.46%Q1 2016Q3 202117
Van Hulzen Asset Management, LLC 1610.05%0.85%1.61%Q2 2019Q3 202317
LINCOLN NATIONAL CORP 17170.01%0.02%0.03%Q3 2019Q3 202317
Avidian Wealth Solutions, LLC 17170.04%0.09%0.26%Q3 2019Q3 202317
Sterling Investment Advisors, Ltd. 17170.03%0.05%0.07%Q4 2016Q4 202017
FIRST MANHATTAN CO. LLC. 980.00%0.00%0.00%Q4 2018Q3 202317
Stonebridge Capital Advisors LLC 1110.01%0.02%0.10%Q3 2015Q3 202317
Campbell Wealth Management 16160.03%6.30%11.86%Q4 2018Q3 202216
Lineweaver Wealth Advisors, LLC 16160.49%1.66%3.26%Q4 2019Q3 202316
Regal Investment Advisors LLC 16160.08%0.16%0.46%Q2 2013Q1 201716
WealthPLAN Partners, LLC 810.00%0.03%0.06%Q1 2015Q3 202316
CIBC WORLD MARKET INC. 16160.00%0.00%0.00%Q3 2013Q2 201716
CLEAR STREET MARKETS LLC 610.00%0.80%4.01%Q1 2014Q3 202316
OLD NATIONAL BANCORP /IN/ 16160.01%0.07%0.11%Q1 2015Q4 201816
Janney Capital Management LLC 16160.28%0.50%1.50%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.00%3.40%5.96%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 16160.02%0.12%0.50%Q4 2018Q3 202216
ST GERMAIN D J CO INC 1310.00%0.07%0.18%Q4 2015Q2 202316
Nationwide Asset Management LLC 16160.05%4.64%13.33%Q4 2019Q3 202316
WESPAC Advisors, LLC 16160.86%1.36%2.09%Q2 2013Q1 201716
Venturi Wealth Management, LLC 16160.09%0.20%0.42%Q4 2016Q3 202016
Pensionmark Financial Group, LLC 16160.06%0.13%0.21%Q4 2019Q3 202316
TimeScale Financial, Inc. 1510.06%0.10%0.15%Q4 2018Q4 202216
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 930.17%2.09%5.58%Q2 2013Q4 201716
Partnervest Advisory Services LLC 16160.11%0.57%1.42%Q2 2013Q1 201716
Banque Cantonale Vaudoise 16160.00%0.01%0.02%Q4 2019Q3 202316
TD Capital Management LLC 1150.00%0.01%0.02%Q2 2019Q3 202316
Hugh Johnson Advisors LLC 810.40%1.24%2.52%Q2 2013Q3 201816
PRIVATE TRUST CO NA 730.01%0.05%0.21%Q1 2013Q3 202316
SVB WEALTH LLC 16160.00%0.01%0.01%Q2 2019Q1 202316
Gradient Investments LLC 510.00%0.94%3.83%Q4 2013Q3 202316
GeoWealth Management, LLC 16160.00%0.47%2.53%Q4 2019Q3 202316
Private Ocean, LLC 710.00%0.01%0.11%Q2 2018Q3 202315
MSI Financial Services Inc 15150.05%0.15%0.37%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.01%0.02%0.08%Q2 2013Q4 201615
Sugarloaf Wealth Management, LLC 15150.00%0.03%0.12%Q1 2020Q3 202315
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 15150.88%1.39%2.15%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.08%0.43%Q1 2020Q3 202315
Family Management Corp 1230.08%1.27%5.34%Q1 2019Q4 202215
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.10%0.44%Q2 2019Q4 202215
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 15150.00%0.04%0.21%Q4 2019Q2 202315
GREENWOOD GEARHART INC 15152.74%4.91%6.82%Q1 2020Q3 202315
Brick & Kyle, Associates 15150.26%0.31%0.36%Q4 2014Q2 201815
BDO Wealth Advisors, LLC 960.00%0.01%0.03%Q2 2017Q1 202115
Kingsview Wealth Management, LLC 960.03%0.04%0.06%Q4 2019Q3 202315
AdvicePeriod, LLC 15150.16%0.59%1.39%Q4 2017Q2 202115
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.05%0.08%0.13%Q1 2020Q3 202315
Advisor Group, Inc. 15150.15%0.41%0.56%Q2 2016Q4 201915
MITCHELL SINKLER & STARR/PA 15150.20%0.75%1.38%Q4 2019Q2 202315
Concert Wealth Management Inc. 870.03%0.08%0.18%Q2 2013Q1 201715
Fiduciary Group LLC 15150.06%0.10%0.13%Q1 2019Q3 202215
SWARTHMORE GROUP INC 15150.04%0.41%0.93%Q2 2013Q4 201615
Winslow, Evans & Crocker, Inc. 1410.00%0.00%0.00%Q4 2013Q4 202015
SEI INVESTMENTS CO 910.00%0.00%0.00%Q4 2014Q1 201915
NOVARE CAPITAL MANAGEMENT LLC 1210.03%0.05%0.13%Q4 2013Q4 201915
MA Private Wealth 14140.13%2.65%4.39%Q4 2018Q1 202214
Wealth Quarterback LLC 610.21%0.58%2.54%Q1 1987Q3 202314
RED CEDAR INVESTMENT MANAGEMENT, LLC 14140.08%0.18%0.62%Q1 2020Q2 202314
Costello Asset Management, INC 14140.01%0.01%0.01%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.07%0.58%1.68%Q1 2017Q2 202014
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1110.00%0.03%0.30%Q4 2014Q3 201914
LEVEL FOUR ADVISORY SERVICES, LLC 910.01%0.03%0.04%Q4 2016Q2 202314
S.A. Mason LLC 14140.14%0.18%0.27%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
WEDBUSH SECURITIES INC 14140.02%0.02%0.04%Q2 2020Q3 202314
NorthCoast Asset Management LLC 14140.67%1.58%2.69%Q2 2018Q3 202114
CVA Family Office, LLC 14140.01%0.03%0.07%Q1 2020Q2 202314
Valeo Financial Advisors, LLC 860.00%0.00%0.01%Q3 2017Q1 202114
Wealth Advisory Solutions, LLC 860.00%0.63%1.52%Q4 2019Q2 202314
TPG Financial Advisors, LLC 14148.76%15.70%29.61%Q2 2020Q3 202314
IBERIABANK CORP 1040.04%0.33%1.00%Q4 2012Q4 201714
TAP Consulting, LLC 14140.13%0.62%1.74%Q3 2019Q4 202214
AMG National Trust Bank 14140.10%0.17%0.29%Q2 2020Q3 202314
USAdvisors Wealth Management, LLC 14140.28%2.76%4.42%Q2 2019Q3 202214
Foresight Wealth Management, LLC 14140.01%1.67%5.30%Q1 2019Q2 202214
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q4 202214
ProVise Management Group, LLC 14140.15%1.18%1.74%Q2 2020Q3 202314
BENJAMIN EDWARDS INC 14140.00%0.46%1.03%Q2 2020Q3 202314
OLD MISSION CAPITAL LLC 210.01%0.14%0.59%Q1 2017Q3 202314
BNP PARIBAS FINANCIAL MARKETS 1040.00%0.00%0.02%Q2 2019Q3 202314
BEACON FINANCIAL GROUP 14140.04%0.06%0.07%Q2 2017Q3 202014
Stratos Wealth Advisors, LLC 860.02%0.12%0.26%Q1 2020Q3 202314
Chesapeake Wealth Management 1310.08%0.12%0.17%Q1 2018Q4 202114
Eagle Ridge Investment Management 14140.06%0.08%0.11%Q3 2015Q4 201814
Carl P. Sherr & Co., LLC 1220.43%2.37%6.35%Q4 2019Q3 202314
Carroll Financial Associates, Inc. 14140.00%0.00%0.01%Q3 2018Q4 202114
Capital Advisors, Ltd. LLC 1130.00%0.03%0.19%Q4 2013Q2 201814
FIRSTMERIT BANK N A TRUSTEE 13130.05%0.06%0.12%Q2 2013Q2 201613
Advocacy Wealth Management Services, LLC 730.01%2.75%6.07%Q1 2016Q2 202113
PINNACLE FINANCIAL PARTNERS INC 1120.03%0.07%0.16%Q4 2016Q1 202013
COLTON GROOME FINANCIAL ADVISORS, LLC 1120.15%0.57%2.10%Q3 2019Q3 202313
Parkside Investments, LLC 13130.50%1.71%2.22%Q2 2020Q2 202313
LFA - Lugano Financial Advisors SA 850.03%0.57%4.61%Q2 2018Q3 202113
VSR Financial Services, Inc. 13130.38%0.97%2.00%Q2 2013Q2 201613
Founders Financial Alliance, LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Banco Santander, S.A. 13130.02%0.03%0.06%Q2 2019Q2 202213
LVZ, Inc. 13130.10%0.74%2.52%Q4 2015Q4 201813
Fund Evaluation Group, LLC 1210.17%3.33%12.37%Q2 2015Q4 202113
TCI Wealth Advisors, Inc. 610.00%0.00%0.01%Q2 2017Q2 202213
Man Group plc 760.00%0.01%0.02%Q3 2018Q4 202113
Kestra Advisory Services, LLC 13130.04%0.08%0.18%Q3 2020Q3 202313
Elevated Capital Advisors, LLC 510.12%0.41%1.40%Q1 2019Q3 202313
SIGNATUREFD, LLC 910.00%0.01%0.02%Q2 2014Q1 202213
Simmons Bank 13130.05%0.11%0.34%Q3 2020Q3 202313
DEARBORN PARTNERS LLC 13130.04%0.06%0.08%Q2 2020Q2 202313
Asset Dedication, LLC 510.00%0.00%0.01%Q1 2016Q3 202313
PIEDMONT INVESTMENT ADVISORS INC 13130.00%0.00%0.00%Q2 2013Q2 201613
GABLES CAPITAL MANAGEMENT INC. 13130.05%0.07%0.08%Q1 2018Q1 202113
SevenBridge Financial Group, LLC 13130.01%0.03%0.08%Q2 2016Q2 201913
Baker Avenue Asset Management, LP 720.04%0.08%0.18%Q3 2013Q2 201813
Bank Julius Baer & Co. Ltd, Zurich 760.00%0.01%0.01%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.03%0.05%0.08%Q3 2020Q3 202313
People's United Financial, Inc. 1120.01%0.01%0.01%Q3 2013Q1 202213
WealthTrust Fairport, LLC 850.00%0.48%0.89%Q2 2013Q1 201913
Miracle Mile Advisors, LLC 13130.01%0.06%0.12%Q3 2020Q3 202313
Faithward Advisors, LLC 630.01%0.01%0.02%Q4 2019Q3 202313
M&R CAPITAL MANAGEMENT INC 630.00%0.01%0.01%Q2 2016Q3 202113
Cornerstone Wealth Management, LLC 13130.04%0.30%0.84%Q1 2017Q1 202013
Zions Bancorporation 13131.09%2.58%5.35%Q1 2015Q1 201813
Graypoint LLC 13130.15%0.21%0.69%Q3 2020Q3 202313
MEITAV INVESTMENT HOUSE LTD 710.01%0.02%0.05%Q2 2018Q3 202313
Berkshire Bank 13130.08%3.34%6.37%Q3 2020Q3 202313
Klaas Financial Asset Advisors, LLC 121213.97%15.84%16.86%Q4 2020Q3 202312
Virtu KCG Holdings LLC 410.00%0.09%0.33%Q3 2013Q2 201712
NISA INVESTMENT ADVISORS, LLC 12120.09%0.10%0.11%Q2 2014Q1 201712
MERITAGE PORTFOLIO MANAGEMENT 12120.24%0.38%0.53%Q4 2020Q3 202312
RiverFront Investment Group, LLC 1020.01%0.12%0.37%Q3 2009Q1 202112
Rede Wealth, LLC 12120.12%0.54%1.18%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.03%0.57%1.80%Q4 2018Q3 202112
Ackerman Capital Advisors, LLC 12120.84%1.28%1.76%Q1 2020Q4 202212
Surevest, LLC 12120.09%0.62%1.18%Q4 2019Q3 202212
Galvin, Gaustad & Stein, LLC 12120.65%0.89%1.22%Q4 2020Q3 202312
ALBION FINANCIAL GROUP /UT 1020.07%1.34%1.87%Q3 2020Q3 202312
Fullen Financial Group 12120.20%0.25%0.34%Q2 2020Q1 202312
BCK Partners, Inc. 12125.62%8.74%10.16%Q4 2020Q3 202312
AVIANCE CAPITAL MANAGEMENT, LLC 610.00%0.07%0.21%Q2 2013Q1 201812
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Element Wealth, LLC 1110.01%0.05%0.10%Q4 2019Q3 202312
Telos Capital Management, Inc. 12120.08%0.71%0.84%Q4 2014Q3 201712
SIMON QUICK ADVISORS, LLC 710.00%0.02%0.09%Q4 2016Q1 202212
WFG Advisors, LP 810.00%0.01%0.02%Q2 2013Q2 201712
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.68%2.49%Q4 2018Q3 202112
Renasant Bank 12121.85%2.55%3.32%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.03%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 1110.06%0.23%0.46%Q4 2015Q4 202112
Bogart Wealth, LLC 12120.00%0.29%3.49%Q4 2020Q3 202312
Legacy Financial Group LLC 12123.65%6.57%9.48%Q4 2020Q3 202312
LifeSteps Financial, Inc. 12120.36%0.49%0.66%Q4 2019Q3 202212
Oakwell Private Wealth Management, LLC 12121.19%1.57%2.17%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Fort Point Capital Partners LLC 12120.08%0.15%0.25%Q1 2016Q4 201812
IFC Holdings Incorporated/FL 840.06%0.21%0.38%Q2 2013Q4 201712
FIFTH THIRD SECURITIES, INC. 610.03%0.22%1.57%Q1 2016Q4 202212
PineBridge Investments, L.P. 610.01%0.24%0.68%Q2 2013Q2 202012
4J Wealth Management LLC 12121.15%1.56%2.16%Q4 2020Q3 202312
Atlantic Union Bankshares Corp 12120.03%0.04%0.08%Q1 2020Q4 202212
Meiji Yasuda Life Insurance Co 12123.33%6.73%10.27%Q3 2020Q2 202312
McKinley Carter Wealth Services, Inc. 750.02%0.17%0.49%Q3 2013Q2 202212
GSB Wealth Management, LLC 11110.33%0.44%0.73%Q1 2021Q3 202311
BlackRock Fund Advisors 11110.00%0.00%0.01%Q2 2014Q4 201611
Formidable Asset Management, LLC 11110.04%0.05%0.07%Q3 2013Q1 201611
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 11110.11%0.35%0.48%Q2 2020Q4 202211
CENTAURUS FINANCIAL, INC. 1010.01%0.24%0.40%Q2 2018Q3 202211
Running Point Capital Advisors, LLC 11110.09%0.17%0.30%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.13%0.23%0.28%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.00%0.13%0.84%Q1 2019Q3 202111
CURIAN CAPITAL LLC 11111.18%2.12%2.91%Q2 2013Q4 201511
Knuff & Co LLC 11110.05%0.18%0.49%Q1 2019Q3 202111
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
CAPITAL INSIGHT PARTNERS, LLC 11111.20%2.77%4.89%Q1 2021Q3 202311
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
MGO ONE SEVEN LLC 810.01%0.05%0.10%Q4 2017Q4 202111
AVANTAX ADVISORY SERVICES, INC. 430.01%0.03%0.07%Q1 2020Q3 202311
Ballentine Partners, LLC 410.01%0.03%0.06%Q2 2017Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.01%0.05%Q2 2013Q4 201511
Fieldpoint Private Securities, LLC 910.00%0.01%0.01%Q1 2017Q2 202211
Lumature Wealth Partners, LLC 11110.08%0.81%1.85%Q4 2020Q2 202311
Capital Asset Advisory Services LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.02%Q1 2013Q3 202311
RFG Advisory, LLC 11110.03%0.33%0.56%Q1 2018Q3 202011
StoneX Group Inc. 610.04%0.12%0.29%Q2 2017Q4 202111
PEDDOCK CAPITAL ADVISORS, LLC 11110.21%0.27%0.41%Q1 2021Q3 202311
Allianz Investment Management U.S. LLC 11111.64%2.55%4.50%Q1 2021Q3 202311
Gilbert & Cook, Inc. 11112.71%3.53%4.42%Q4 2016Q2 201911
AGILIS PARTNERS LLC 11110.79%1.56%2.40%Q1 2016Q3 201811
Bellwether Advisors, LLC 11110.07%0.28%0.50%Q4 2020Q2 202311
Bedel Financial Consulting, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
Retirement Group, LLC 740.00%0.00%0.01%Q4 2020Q3 202311
Global Wealth Management Investment Advisory, Inc. 520.00%0.00%0.02%Q2 2019Q3 202311
Wagner Wealth Management, LLC 740.02%0.06%0.12%Q4 2017Q3 202211
Tortoise Investment Management, LLC 11110.08%0.17%0.28%Q4 2012Q2 201511
JNBA Financial Advisors 710.00%0.01%0.03%Q2 2013Q1 202311
WOLVERINE TRADING, LLC 610.00%0.02%0.12%Q3 2016Q1 202111
Clearview Wealth Advisors LLC 11110.00%0.03%0.08%Q4 2020Q2 202311
Curtis Advisory Group, LLC 10100.07%0.11%0.17%Q4 2019Q1 202210
Braun-Bostich & Associates Inc. 730.05%1.48%4.03%Q4 2017Q2 202010
Prostatis Group LLC 910.07%1.17%6.48%Q1 2020Q2 202310
FLC Capital Advisors 10100.10%0.15%0.32%Q1 2020Q2 202210
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 10100.07%0.31%0.96%Q3 2019Q4 202110
FOCUS Wealth Advisors, LLC 10100.34%0.37%0.44%Q2 2021Q3 202310
Icon Wealth Partners, LLC 10100.49%1.23%1.63%Q4 2017Q1 202010
EPG Wealth Management LLC 520.00%0.01%0.03%Q4 2019Q3 202310
Loveless Wealth Management LLC 910.54%0.73%1.00%Q4 2019Q2 202210
Keel Point, LLC 910.02%0.03%0.04%Q2 2020Q3 202310
Smith Anglin Financial, LLC 550.05%0.14%0.40%Q1 2021Q3 202310
UBS ASSET MANAGEMENT AMERICAS INC 640.00%0.00%0.00%Q1 2017Q3 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.04%0.16%Q2 2018Q3 202010
Leonetti & Associates, LLC 10100.26%0.44%0.71%Q2 2016Q3 201810
HARBOUR INVESTMENTS, INC. 640.01%0.06%0.10%Q1 2021Q3 202310
YorkBridge Wealth Partners, LLC 10100.00%0.00%0.00%Q1 2017Q2 201910
RDA Financial Network 10100.19%0.61%0.77%Q2 2020Q3 202210
A. D. Beadell Investment Counsel, Inc. 10100.28%1.14%1.80%Q2 2013Q3 201510
FLOW TRADERS U.S. LLC 310.00%0.27%0.90%Q4 2015Q3 202310
HHM Wealth Advisors, LLC 910.00%0.00%0.01%Q1 2020Q2 202310
J.W. COLE ADVISORS, INC. 510.02%0.08%0.14%Q4 2019Q2 202310
Quantitative Advantage, LLC 731.78%1.97%2.10%Q2 2014Q1 201710
V Wealth Advisors LLC 410.02%0.08%0.16%Q2 2017Q1 202310
SG Americas Securities, LLC 610.00%0.08%0.20%Q2 2014Q4 202110
Csenge Advisory Group 620.02%0.05%0.09%Q4 2017Q2 202310
CFM WEALTH PARTNERS LLC 10100.05%0.07%0.10%Q4 2019Q1 202210
CITY NATIONAL BANK 10100.29%0.46%0.79%Q2 2013Q3 201510
CHEMICAL BANK 10100.04%0.04%0.05%Q2 2013Q3 201510
Center For Asset Management LLC 10100.56%0.81%1.67%Q2 2021Q3 202310
SWS Partners 510.83%1.21%1.73%Q2 2019Q3 202310
Successful Portfolios LLC 10100.19%0.33%0.59%Q4 2019Q1 202210
MEEDER ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q4 2019Q1 202210
GW HENSSLER & ASSOCIATES LTD 10100.03%0.04%0.07%Q2 2013Q3 201510
Mount Yale Investment Advisors, LLC 10100.02%0.05%0.11%Q3 2019Q4 202110
Sequoia Financial Advisors, LLC 420.01%0.03%0.12%Q1 2016Q3 202210
Aspire Private Capital, LLC 10100.00%0.07%0.16%Q4 2018Q1 202110
Pacifica Partners Inc. 10100.01%0.01%0.03%Q4 2019Q1 202210
Renaissance Technologies 410.00%0.00%0.01%Q4 2017Q1 202310
Continuum Advisory, LLC 10100.06%0.11%0.14%Q2 2021Q3 202310
Coe Capital Management, LLC 10100.52%2.20%3.22%Q1 2019Q2 202110
NATIONAL PLANNING CORP 910.00%0.06%0.10%Q4 2014Q3 201710
Advisors Capital Management, LLC 10100.01%0.05%0.08%Q4 2018Q1 202110
Pointe Capital Management LLC 10101.96%2.47%2.96%Q1 2020Q2 202210
Accel Wealth Management 990.00%0.03%0.12%Q4 2020Q4 20229
HawsGoodwin Investment Management LLC 990.26%0.94%3.99%Q4 2019Q4 20219
SII INVESTMENTS INC/WI 810.05%0.27%0.58%Q3 2015Q4 20179
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 510.01%0.05%0.16%Q2 2019Q3 20239
Horizon Investments, LLC 310.05%1.23%2.95%Q4 2014Q3 20219
Spectrum Management Group, LLC 310.05%0.19%0.42%Q4 2013Q3 20229
Rosenberg Matthew Hamilton 990.00%0.00%0.01%Q3 2021Q3 20239
Cranbrook Wealth Management, LLC 990.02%0.05%0.07%Q4 2013Q4 20159
Copperleaf Capital, LLC 990.19%2.56%6.12%Q4 2019Q4 20219
HENGEHOLD CAPITAL MANAGEMENT LLC 990.04%0.07%0.09%Q3 2021Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 420.14%0.20%0.29%Q3 2015Q3 20219
Integrated Wealth Management 990.28%0.40%0.48%Q1 2015Q1 20179
FLAGSTAR ADVISORS INC 990.07%0.13%0.20%Q3 2021Q3 20239
MADISON INVESTMENT HOLDINGS INC 990.04%0.21%0.50%Q4 2015Q4 20179
Cottage Street Advisors LLC 990.13%0.16%0.19%Q1 2016Q1 20189
Independent Portfolio Consultants, Inc. 990.10%0.25%0.48%Q2 2015Q2 20179
Bison Wealth, LLC 990.01%0.01%0.02%Q4 2019Q4 20219
Agate Pass Investment Management, LLC 991.66%2.26%3.28%Q4 2021Q4 20239
Tri-Star Advisors Inc. 630.19%2.23%6.63%Q2 2021Q3 20239
Journey Advisory Group, LLC 990.05%0.09%0.14%Q4 2020Q4 20229
Outlook Wealth Advisors, LLC 720.23%1.09%2.07%Q1 2020Q3 20239
Itau Unibanco Holding S.A. 420.01%0.44%3.14%Q4 2016Q2 20199
VALLEY NATIONAL ADVISERS INC 810.00%0.00%0.01%Q4 2014Q2 20219
Sanford Advisory Services, LLC 990.12%0.26%0.39%Q4 2020Q4 20229
Laidlaw Group, LLC 990.20%0.21%0.24%Q2 2013Q2 20159
1900 WEALTH MANAGEMENT LLC 990.70%1.50%2.28%Q3 2021Q3 20239
Sharkey, Howes & Javer 990.00%1.32%3.19%Q1 2018Q1 20209
Hoxton Financial, Inc. 990.00%0.01%0.01%Q1 2014Q1 20169
Oakworth Capital, Inc. 810.00%0.00%0.00%Q1 2016Q2 20209
Cedar Brook Financial Partners, LLC 990.06%0.08%0.14%Q3 2021Q3 20239
Cooper Financial Group 990.05%0.18%0.27%Q4 2018Q4 20209
Cribstone Capital Management, LLC 990.01%0.01%0.02%Q2 2016Q2 20189
AXA S.A. 810.01%0.01%0.01%Q2 2020Q2 20239
PFM Asset Management LLC 992.63%12.36%38.90%Q3 2019Q3 20219
Belpointe Asset Management LLC 810.01%0.02%0.03%Q2 2020Q1 20239
FIRST HAWAIIAN BANK 990.01%0.01%0.02%Q3 2018Q3 20209
Ledyard National Bank 810.00%0.00%0.03%Q1 2017Q3 20239
Biltmore Family Office, LLC 630.00%0.01%0.02%Q1 2020Q3 20239
Summit Global Investments 710.18%0.28%0.44%Q3 2021Q3 20238
CLIFFORD SWAN INVESTMENT COUNSEL LLC 710.02%0.04%0.06%Q4 2016Q4 20198
JB Capital LLC 880.25%0.26%0.27%Q4 2021Q3 20238
NICOLET BANKSHARES INC 880.09%0.13%0.17%Q1 2020Q4 20218
Barber Financial Group, Inc. 880.12%0.21%0.30%Q2 2020Q1 20228
Wambolt & Associates, LLC 880.19%0.64%1.36%Q1 2020Q4 20218
Polaris Wealth Advisory Group, LLC 510.19%2.73%4.45%Q3 2019Q3 20238
KENFARB & CO. 880.70%0.75%0.80%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.02%Q4 2021Q3 20238
American Family Insurance Mutual Holding Co 880.68%2.24%3.29%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.66%0.80%0.99%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.01%0.06%0.30%Q4 2021Q3 20238
PRUDENTIAL PLC 440.18%2.62%5.05%Q3 2019Q3 20238
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 880.01%0.01%0.01%Q4 2021Q3 20238
Watermark Asset Management, Inc. 881.12%1.82%2.15%Q1 2017Q4 20188
BOSTON PRIVATE BANK & TRUST CO 880.02%0.02%0.03%Q2 2013Q1 20158
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
LOWE BROCKENBROUGH & CO INC 710.09%0.16%0.24%Q3 2021Q3 20238
GDS Wealth Management 880.04%0.06%0.07%Q4 2021Q3 20238
WealthShield Partners, LLC 880.04%0.29%0.64%Q4 2018Q3 20208
First Financial Bank - Trust Division 880.03%0.05%0.07%Q2 2019Q1 20218
Great Diamond Partners, LLC 880.41%0.90%1.36%Q4 2019Q3 20218
BAIRD ROBERT W & CO INC /WI/ 880.19%0.32%0.52%Q2 2013Q1 20158
East Coast Asset Management, LLC. 880.09%0.16%0.23%Q4 2012Q3 20148
CGN Advisors LLC 880.11%0.69%0.98%Q4 2021Q3 20238
Gouws Capital LLC 880.25%0.41%0.67%Q4 2021Q3 20238
New Legacy Group, LLC 880.10%0.92%1.38%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2020Q2 20228
WEST PACES ADVISORS INC. 880.00%0.02%0.03%Q4 2016Q3 20188
Apollon Wealth Management, LLC 610.00%0.03%0.06%Q2 2020Q3 20238
Ascent Group, LLC 880.02%0.08%0.14%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.00%0.09%0.69%Q3 2015Q2 20218
FIRST NATIONAL BANK OF OMAHA 880.02%0.03%0.03%Q3 2014Q2 20168
EP Wealth Advisors, LLC 880.01%0.02%0.02%Q2 2019Q1 20218
BOSTON FINANCIAL MANGEMENT LLC 880.03%0.03%0.03%Q4 2016Q3 20188
Global Atlantic Investment Advisors, LLC 884.85%4.95%5.19%Q4 2014Q3 20168
Mechanics Financial Corp 880.04%0.04%0.04%Q4 2021Q3 20238
PECAUT & CO. 881.58%2.87%4.70%Q2 2021Q1 20238
TRUE Private Wealth Advisors 610.06%1.97%5.63%Q1 2020Q3 20238
PATTON ALBERTSON MILLER GROUP, LLC 710.06%0.45%0.74%Q3 2016Q3 20188
Compagnie Lombard Odier SCmA 880.00%0.00%0.00%Q2 2014Q1 20168
Aveo Capital Partners, LLC 210.09%0.66%1.44%Q4 2016Q2 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.09%0.18%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Cypress Wealth Services, LLC 880.05%0.38%0.96%Q2 2019Q1 20218
City State Bank 880.03%0.03%0.04%Q4 2021Q3 20238
Adams Wealth Management 880.12%0.24%0.33%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 620.04%0.19%0.32%Q1 2020Q1 20228
Larson Financial Group LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Bell Bank 880.07%0.12%0.15%Q4 2017Q3 20198
DDD Partners, LLC 620.45%0.68%0.92%Q4 2017Q1 20228
Herold Advisors, Inc. 530.08%0.12%0.17%Q3 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Stratos Investment Management, LLC 880.06%0.11%0.24%Q2 2020Q1 20228
First National Bank of South Miami 880.08%0.13%0.17%Q4 2018Q3 20208
Lenox Wealth Management, Inc. 770.00%0.06%0.10%Q4 2018Q2 20207
COUNTRY CLUB BANK /GFN 770.06%0.12%0.18%Q1 2022Q3 20237
Trek Financial, LLC 610.03%0.18%0.35%Q4 2018Q3 20207
Goodwin Investment Advisory 770.00%0.04%0.10%Q4 2020Q2 20227
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q3 2020Q4 20227
Dai-ichi Life Insurance Company, Ltd 772.48%4.63%6.20%Q4 2020Q2 20227
WBI INVESTMENTS, LLC 310.02%1.37%2.73%Q2 2016Q4 20197
MANAGED ACCOUNT ADVISORS LLC 770.00%0.00%0.00%Q4 2013Q2 20157
Archford Capital Strategies, LLC 770.24%0.28%0.32%Q2 2020Q4 20217
Princeton Global Asset Management LLC 770.02%0.02%0.02%Q4 2020Q2 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.05%0.06%Q1 2022Q3 20237
Freestate Advisors LLC 434.02%10.98%22.62%Q4 2018Q3 20217
FormulaFolio Investments, LLC 770.34%3.54%7.27%Q4 2019Q2 20217
Kore Private Wealth LLC 770.03%0.08%0.14%Q4 2018Q2 20207
COOKSON PEIRCE & CO INC 771.48%1.73%1.90%Q4 2013Q2 20157
Crewe Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Altium Wealth Management LLC 610.02%0.22%0.57%Q4 2017Q2 20227
Verition Fund Management LLC 310.00%0.13%0.36%Q4 2018Q2 20227
Delek Group, Ltd. 770.14%0.19%0.20%Q4 2017Q2 20197
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.58%1.07%1.76%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.03%0.05%Q2 2013Q4 20147
Wescott Financial Advisory Group, LLC 770.16%0.19%0.27%Q1 2022Q3 20237
Redwood Investment Management, LLC 770.49%1.06%1.95%Q4 2017Q2 20197
Weaver Consulting Group 770.00%0.02%0.04%Q1 2019Q3 20207
Omega Financial Group, LLC 770.23%0.45%0.64%Q1 2022Q3 20237
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2014Q2 20237
SHINE INVESTMENT ADVISORY SERVICES INC 770.00%0.00%0.00%Q4 2018Q2 20207
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Systelligence, LLC 771.03%3.04%6.56%Q4 2019Q2 20217
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.00%0.05%0.07%Q3 2020Q3 20237
Chicago Partners Investment Group LLC 430.01%0.06%0.17%Q1 2018Q3 20237
Crestwood Advisors Group, LLC 510.00%0.01%0.01%Q1 2017Q3 20237
BARING ASSET MANAGEMENT Ltd 770.09%0.11%0.18%Q3 2015Q1 20177
Annapolis Financial Services, LLC 770.02%0.36%0.50%Q4 2020Q2 20227
MERCER GLOBAL ADVISORS INC /ADV 610.00%0.00%0.01%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.02%0.03%Q4 2017Q2 20227
Atria Wealth Solutions, Inc. 770.04%0.05%0.07%Q1 2022Q3 20237
KANALY TRUST CO 770.01%0.02%0.04%Q2 2015Q4 20167
Tyler-Stone Wealth Management 520.07%0.09%0.10%Q4 2021Q3 20237
Placemark Investments, Inc. 770.11%0.20%0.34%Q2 2013Q4 20147
TDAM USA INC. 410.01%0.03%0.10%Q2 2013Q4 20187
RONALD BLUE & CO LLC 770.04%0.18%0.33%Q4 2015Q2 20177
OmniStar Financial Group, Inc. 430.18%0.24%0.29%Q4 2017Q1 20207
JARISLOWSKY, FRASER Ltd 770.00%0.01%0.01%Q2 2021Q4 20227
Arkadios Wealth Advisors 310.00%0.01%0.02%Q4 2019Q3 20237
SAWGRASS ASSET MANAGEMENT LLC 770.08%0.10%0.12%Q1 2022Q3 20237
JT Stratford LLC 771.04%2.18%3.32%Q4 2021Q2 20237
Lloyd Advisory Services, LLC. 610.00%0.00%0.01%Q4 2019Q1 20227
FOUNDERS BANK & TRUST 771.07%5.27%13.22%Q2 2013Q4 20147
CHOREO, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
AMI INVESTMENT MANAGEMENT INC 610.08%0.11%0.16%Q3 2019Q2 20217
20/20 Capital Management, Inc. 770.26%0.57%1.01%Q4 2019Q2 20217
Stewardship Financial Advisors, LLC 510.01%0.92%2.81%Q4 2015Q4 20207
AHL Partners LLP 410.09%0.18%0.35%Q3 2014Q4 20177
SWISS RE LTD 772.97%4.52%5.56%Q1 2015Q3 20167
Oxinas Partners Wealth Management LLC 770.16%0.21%0.28%Q4 2020Q2 20227
Connectus Wealth, LLC 770.33%0.99%1.36%Q1 2022Q3 20237
Manhattan West Asset Management, LLC 771.49%2.82%4.11%Q1 2022Q3 20237
Joseph P. Lucia & Associates, LLC 430.00%0.03%0.07%Q1 2019Q3 20217
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Saba Capital Management, L.P. 610.03%0.16%0.32%Q2 2013Q4 20157
Hayden Royal, LLC 510.11%0.21%0.39%Q3 2019Q4 20217
Paradigm Financial Partners, LLC 770.05%0.07%0.13%Q1 2022Q3 20237
Mizuho Asset Management Co.,Ltd. 770.00%0.00%0.00%Q2 2013Q4 20147
HIGHLAND CAPITAL MANAGEMENT, LLC 770.19%0.89%3.16%Q2 2013Q4 20147
SIGNET FINANCIAL MANAGEMENT, LLC 610.00%0.24%0.47%Q4 2014Q1 20187
Crew Capital Management, Ltd. 610.20%0.23%0.29%Q1 2021Q1 20237
Greytown Advisors Inc. 770.10%0.17%0.21%Q1 2021Q3 20227
Savior LLC 770.05%0.07%0.08%Q4 2019Q2 20217
Vigilant Capital Management, LLC 510.00%0.00%0.00%Q4 2017Q2 20237
Ten Capital Wealth Advisors, LLC 770.00%0.02%0.07%Q4 2021Q2 20237
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.07%1.20%1.65%Q1 2022Q3 20237
OXFORD ASSET MANAGEMENT LLP 410.00%0.01%0.05%Q1 2017Q1 20196
QUATTRO FINANCIAL ADVISORS LLC 660.06%2.39%6.94%Q1 2017Q2 20186
Intrua Financial, LLC 660.07%0.08%0.11%Q1 2021Q2 20226
QCI ASSET MANAGEMENT INC/NY 660.42%0.44%0.47%Q2 2020Q3 20216
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
CX Institutional 410.00%0.04%0.09%Q2 2018Q2 20226
Liberty Capital Management, Inc. 660.10%0.12%0.15%Q3 2016Q4 20176
Asset Planning Services, Ltd. 660.35%0.40%0.43%Q3 2020Q4 20216
B. Riley Wealth Management, Inc. 660.02%0.02%0.03%Q1 2014Q2 20156
WEST MICHIGAN ADVISORS, LLC 330.10%0.17%0.24%Q1 2022Q3 20236
NYL Investors LLC 510.38%5.53%9.55%Q3 2019Q4 20226
Eudaimonia Partners, LLC 660.01%0.04%0.14%Q4 2019Q1 20216
Conservest Capital Advisors, Inc. 660.22%0.23%0.25%Q4 2020Q1 20226
AFFINITY WEALTH MANAGEMENT LLC 510.11%4.54%7.24%Q2 2013Q3 20216
McAdams Wright Ragen, Inc. 660.04%0.04%0.05%Q2 2013Q3 20146
Psagot Value Holdings Ltd. / (Israel) 660.00%0.00%0.00%Q3 2021Q4 20226
Future Financial Wealth Managment LLC 660.01%1.34%1.70%Q4 2020Q1 20226
Ancora Advisors LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.01%0.01%Q2 2020Q3 20216
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 660.96%1.29%1.49%Q2 2013Q3 20146
MARINO, STRAM & ASSOCIATES LLC 660.02%0.04%0.05%Q4 2017Q1 20196
Norway Savings Bank 330.05%0.05%0.06%Q2 2017Q2 20216
HMS Capital Management, LLC 660.49%0.60%0.88%Q3 2016Q4 20176
Falcon Wealth Planning 660.07%0.11%0.17%Q2 2022Q3 20236
LGL PARTNERS, LLC 660.13%0.16%0.18%Q4 2015Q1 20176
ATWOOD & PALMER INC 660.00%0.00%0.01%Q3 2015Q4 20166
Pinion Investment Advisors, LLC 510.20%0.28%0.49%Q2 2018Q3 20226
Bay Harbor Wealth Management, LLC 660.50%0.84%1.14%Q4 2018Q1 20206
Tarbox Family Office, Inc. 660.08%0.10%0.12%Q2 2016Q3 20176
Blue Fin Capital, Inc. 660.17%0.46%0.70%Q2 2022Q3 20236
Barrett Asset Management, LLC 660.02%0.02%0.03%Q2 2020Q3 20216
ARGENT TRUST COMPANY, N.A. 660.41%0.46%0.51%Q4 2013Q1 20156
Kernodle & Katon Asset Management Group, LLC 660.04%0.06%0.07%Q4 2015Q1 20176
Bickling Financial Services, Inc. 660.11%0.18%0.33%Q4 2020Q1 20226
Householder Group Estate & Retirement Specialist, LLC 410.05%0.09%0.11%Q4 2021Q3 20236
UBS AG 660.07%0.08%0.09%Q2 2013Q3 20146
WASHINGTON TRUST BANK 510.01%0.02%0.03%Q3 2014Q4 20166
ASPIRIANT, LLC 510.04%0.06%0.07%Q2 2013Q4 20146
Ameritas Advisory Services, LLC 660.01%0.02%0.04%Q4 2021Q1 20236
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
1919 Investment Counsel, LLC 660.18%0.19%0.20%Q2 2013Q3 20146
CITY HOLDING CO 660.00%0.01%0.01%Q2 2022Q3 20236
WOODMONT INVESTMENT COUNSEL LLC 660.00%0.07%0.19%Q2 2015Q3 20166
Highwater Wealth Management, LLC 661.13%1.95%3.08%Q3 2016Q4 20176
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
Vectors Research Management, LLC 660.00%0.01%0.01%Q3 2019Q4 20206
MCDONALD PARTNERS LLC 420.07%0.09%0.12%Q4 2020Q2 20226
Stifel Trust Company, N.A. 660.05%0.07%0.11%Q2 2013Q3 20146
FIDUCIARY TRUST CO 660.01%0.01%0.01%Q2 2021Q3 20226
Vantage Financial Partners, LLC 420.09%0.48%1.51%Q4 2021Q2 20236
HSBC HOLDINGS PLC 330.00%0.01%0.01%Q1 2012Q3 20236
Truvestments Capital LLC 420.00%0.00%0.01%Q1 2020Q3 20216
D'Orazio & Associates, Inc. 660.00%0.01%0.01%Q1 2016Q2 20176
JBJ Investment Partners, LLC 660.32%6.09%9.30%Q1 2019Q2 20206
Vise Technologies, Inc. 660.31%0.45%0.68%Q2 2022Q3 20236
Paladin Advisory Group, LLC 420.01%0.41%1.88%Q4 2021Q3 20236
Stephens Consulting, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
MCIA Inc 420.01%4.21%9.55%Q2 2017Q3 20206
Mosaic Family Wealth, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Patriot Wealth Management, Inc. 550.38%0.42%0.47%Q4 2017Q4 20185
Clear Perspective Advisors, LLC 550.00%0.01%0.01%Q2 2017Q2 20185
Inspire Advisors, LLC 410.01%0.07%0.09%Q4 2020Q3 20225
ZACKS INVESTMENT MANAGEMENT 550.00%0.04%0.06%Q3 2022Q3 20235
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
Bell Rock Capital LLC 550.00%0.00%0.00%Q1 2018Q1 20195
ALTERNA WEALTH MANAGEMENT, INC 550.42%0.84%1.26%Q1 2019Q1 20205
Friedenthal Financial 413.08%4.06%6.52%Q2 2019Q4 20205
Capstone Triton Financial Group, LLC 550.14%0.20%0.42%Q4 2020Q4 20215
Seaside Wealth Management, Inc. 550.13%0.15%0.17%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 410.00%0.01%0.02%Q4 2017Q2 20205
THEORY FINANCIAL LLC 412.81%3.90%4.88%Q2 2022Q3 20235
Sturgeon Ventures LLP 550.08%0.10%0.14%Q3 2020Q3 20215
Chandler Asset Management, Inc. 550.06%0.06%0.06%Q4 2021Q4 20225
Shamrock Asset Management LLC 320.01%0.32%0.57%Q2 2016Q3 20195
Carmichael Hill & Associates, Inc. 550.01%0.02%0.03%Q4 2019Q4 20205
FinTrust Investment Advisory Services, LLC 320.24%0.57%1.00%Q2 2013Q1 20185
Hefty Wealth Partners 410.06%0.22%0.57%Q4 2015Q1 20185
SUMMIT FINANCIAL GROUP, INC. 550.08%0.10%0.11%Q2 2021Q2 20225
ALESCO ADVISORS LLC 550.02%0.02%0.02%Q3 2018Q3 20195
STALEY CAPITAL ADVISERS INC 550.03%0.04%0.05%Q2 2013Q2 20145
HOWE & RUSLING INC 210.00%0.00%0.00%Q1 2014Q3 20235
Ignite Planners, LLC 550.10%0.18%0.28%Q3 2022Q3 20235
Madison Asset Management, LLC 550.12%0.15%0.18%Q2 2021Q2 20225
Betterment LLC 410.00%0.00%0.01%Q3 2017Q3 20235
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q4 2020Q4 20225
55I, LLC 320.01%0.11%0.43%Q4 2019Q4 20215
Johnson Midwest Financial, LLC 550.03%0.07%0.11%Q3 2022Q3 20235
Argentus Capital Management, LLC 550.09%0.30%0.54%Q3 2015Q3 20165
Zullo Investment Group, Inc. 550.01%0.02%0.03%Q4 2021Q4 20225
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.02%1.20%1.63%Q2 2018Q4 20195
KLK CAPITAL MANAGEMENT LLC 557.94%8.34%8.79%Q3 2022Q3 20235
Yellowstone Partners, LLC 550.12%0.14%0.16%Q4 2013Q4 20145
DMC Group, LLC 410.25%1.03%1.30%Q4 2021Q3 20235
TRANSCEND CAPITAL ADVISORS, LLC 410.04%0.05%0.07%Q1 2020Q3 20235
Checchi Capital Advisers, LLC 410.03%0.18%0.41%Q2 2022Q3 20235
Wealth & Pension Services Group, Inc. 551.26%1.41%1.80%Q3 2018Q3 20195
TSFG, LLC 550.00%0.00%0.01%Q1 2019Q1 20205
SouthState Corp 550.00%0.01%0.02%Q4 2021Q4 20225
Connective Portfolio Management, LLC 551.40%2.68%4.41%Q2 2022Q2 20235
Hudock, Inc. 410.03%0.23%1.02%Q2 2013Q1 20165
Hilltop Holdings Inc. 550.08%0.27%0.70%Q2 2018Q2 20195
DUBUQUE BANK & TRUST CO 550.01%0.05%0.12%Q2 2015Q2 20165
Grace Capital 550.10%0.11%0.13%Q3 2019Q3 20205
West Financial Advisors, LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Visionary Wealth Advisors 210.03%0.22%0.74%Q1 2020Q3 20235
Richard Bernstein Advisors LLC 320.01%4.38%10.85%Q3 2013Q4 20205
HRT FINANCIAL LP 310.00%0.03%0.14%Q2 2016Q3 20225
HCR Wealth Advisors 550.00%0.00%0.01%Q4 2019Q4 20205
GoalVest Advisory LLC 410.00%0.00%0.01%Q4 2020Q1 20235
PATHSTONE FAMILY OFFICE, LLC 320.01%0.03%0.06%Q2 2016Q3 20175
Clal Insurance Enterprises Holdings Ltd 550.00%0.00%0.00%Q4 2014Q4 20155
Litman Gregory Wealth Management LLC 550.00%0.01%0.03%Q2 2019Q2 20205
Capital Advisors Wealth Management, LLC 552.67%5.09%5.97%Q1 2021Q1 20225
BB&T INVESTMENT SERVICES, INC. 550.44%0.49%0.58%Q4 2016Q4 20175
Sunbelt Securities, Inc. 210.02%0.03%0.04%Q4 2016Q3 20215
LEGG MASON, INC. 550.68%7.02%9.61%Q3 2016Q3 20175
Choate Investment Advisors 550.01%0.02%0.02%Q1 2020Q1 20215
DIXON HUBARD FEINOUR & BROWN INC/VA 550.08%0.09%0.11%Q2 2021Q2 20225
PICTET ASSET MANAGEMENT LTD 550.00%0.15%0.28%Q2 2020Q2 20215
Asio Capital, LLC 551.15%2.20%3.68%Q3 2022Q3 20235
FORTE CAPITAL LLC /ADV 410.08%1.92%3.00%Q1 2017Q4 20205
Moloney Securities Asset Management, LLC 550.20%0.26%0.31%Q4 2016Q4 20175
Neuberger Berman Group LLC 550.00%0.00%0.00%Q2 2015Q2 20165
Qube Research & Technologies Ltd 410.00%0.13%0.48%Q2 2021Q1 20235
RHS Financial, LLC 550.16%0.20%0.30%Q2 2022Q2 20235
Crescent Capital Consulting, LLC 550.00%1.05%3.17%Q4 2020Q4 20215
Koshinski Asset Management, Inc. 310.01%0.05%0.14%Q1 2019Q1 20225
Capasso Planning Partners LLC 550.21%0.41%0.57%Q3 2022Q3 20235
PITTENGER & ANDERSON INC 550.00%0.00%0.00%Q4 2020Q4 20215
ALLIANCEBERNSTEIN L.P. 550.00%0.00%0.00%Q1 2014Q1 20155
Client First Capital LLC 554.31%6.61%9.88%Q4 2021Q4 20225
Cerity Partners LLC 410.00%0.01%0.01%Q2 2022Q3 20235
SlateStone Wealth, LLC 320.11%0.26%0.40%Q2 2019Q3 20225
TAGStone Capital, Inc. 550.18%0.30%0.43%Q3 2022Q3 20235
Blue Chip Partners, LLC 440.04%3.68%5.39%Q4 2022Q3 20234
ERTS Wealth Advisors, LLC 220.03%0.45%1.62%Q4 2018Q1 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.19%0.41%0.66%Q4 2021Q3 20224
Tevis Investment Management 440.03%0.04%0.04%Q4 2021Q3 20224
Hanlon Investment Management, Inc. 220.05%0.11%0.17%Q4 2019Q2 20234
Park Place Capital Corp 440.78%0.87%0.96%Q4 2022Q3 20234
WASHINGTON CAPITAL MANAGEMENT, INC 440.29%0.35%0.44%Q2 2013Q1 20144
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 440.02%0.02%0.02%Q2 2020Q1 20214
Farther Finance Advisors, LLC 440.01%0.04%0.13%Q4 2022Q3 20234
Royal Fund Management, LLC 310.00%0.01%0.03%Q4 2018Q4 20194
REBALANCE, LLC 440.41%0.55%0.69%Q4 2022Q3 20234
Matthew Goff Investment Advisor, LLC 313.16%3.50%3.77%Q3 2017Q3 20184
Disciplined Investments, LLC 310.01%0.01%0.01%Q1 2020Q4 20214
Stokes Family Office, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Lido Advisors, LLC 210.00%0.00%0.01%Q3 2020Q3 20234
CMH Wealth Management LLC 440.20%0.23%0.25%Q4 2017Q3 20184
Hurlow Wealth Management Group, Inc. 440.25%0.81%1.04%Q3 2019Q2 20204
RETIREMENT FINANCIAL SOLUTIONS, LLC 444.04%4.62%4.97%Q4 2022Q3 20234
Hudson Portfolio Management LLC 440.75%1.29%1.60%Q1 2021Q4 20214
Full Sail Capital, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
High Falls Advisors, Inc 440.09%0.15%0.21%Q2 2019Q1 20204
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2016Q1 20234
Northwest Capital Management Inc 440.51%0.67%0.83%Q4 2022Q3 20234
Better Money Decisions, LLC 310.03%0.05%0.09%Q1 2021Q2 20224
GenTrust, LLC 440.09%0.17%0.22%Q1 2017Q4 20174
Jefferies Group LLC 310.00%0.02%0.05%Q3 2013Q4 20144
Rotella Capital Management, Inc. 441.67%2.68%3.52%Q1 2014Q4 20144
IFG Advisory, LLC 440.04%0.06%0.07%Q4 2017Q3 20184
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q1 2019Q4 20194
HAP Trading, LLC 220.00%0.06%0.14%Q1 2022Q2 20224
CreativeOne Wealth, LLC 310.01%0.01%0.02%Q1 2022Q2 20234
Columbus Macro, LLC 440.27%0.48%0.71%Q4 2022Q3 20234
KEMPER Corp 447.33%7.83%8.08%Q2 2013Q1 20144
Teamwork Financial Advisors, LLC 440.12%0.13%0.15%Q1 2021Q4 20214
Independence Advisors, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
FIRST NATIONAL TRUST CO 440.03%0.03%0.03%Q4 2019Q3 20204
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
HEADINVEST, LLC 440.06%0.07%0.08%Q3 2018Q2 20194
Resurgent Financial Advisors LLC 440.02%0.04%0.07%Q4 2022Q3 20234
CAPSTONE INVESTMENT ADVISORS, LLC 310.01%0.02%0.02%Q2 2020Q2 20214
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.01%0.03%0.03%Q3 2015Q2 20164
Hilltop Partners LLC 440.32%0.72%1.09%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
RiverTree Advisors, LLC 445.31%5.56%6.19%Q4 2020Q3 20214
Golden State Equity Partners 310.27%0.59%1.01%Q2 2021Q3 20234
Forza Wealth Management, LLC 441.68%1.84%2.21%Q4 2022Q3 20234
Biondo Investment Advisors, LLC 440.19%0.22%0.27%Q2 2013Q1 20144
Beacon Bridge Wealth Partners, LLC 440.37%0.74%0.94%Q4 2022Q3 20234
Baystate Wealth Management LLC 110.00%0.01%0.04%Q2 2013Q4 20224
Scarborough Advisors, LLC 220.09%5.05%7.24%Q4 2021Q3 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.01%0.01%Q4 2022Q3 20234
Kowal Investment Group, LLC 440.24%0.30%0.35%Q4 2022Q3 20234
INVESTMENT CENTERS OF AMERICA INC 440.02%0.17%0.29%Q4 2016Q3 20174
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Visionary Asset Management, Inc. 310.06%0.10%0.18%Q3 2013Q3 20144
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
PERSONAL CFO SOLUTIONS, LLC 440.07%0.56%1.26%Q3 2019Q2 20204
WESPAC Advisors SoCal, LLC 440.76%1.64%2.31%Q4 2022Q3 20234
Morton Brown Family Wealth, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Kathmere Capital Management, LLC 220.01%1.37%2.94%Q4 2019Q4 20204
Anson Capital, Inc. 440.27%0.27%0.28%Q4 2021Q3 20224
GlobalBridge, Inc. 440.25%0.33%0.42%Q2 2013Q1 20144
SigFig Wealth Management, LLC 310.00%1.06%3.03%Q4 2017Q1 20204
Strategic Capital Alternatives LLC 310.38%1.54%4.82%Q1 2015Q1 20164
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 440.26%6.72%9.64%Q1 2019Q4 20194
3D/L Capital Management, LLC 440.05%0.05%0.05%Q2 2021Q1 20224
Mid-American Wealth Advisory Group, Inc. 220.56%3.57%4.80%Q4 2021Q3 20234
SageView Advisory Group, LLC 440.19%0.20%0.23%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.10%0.11%0.12%Q2 2013Q1 20144
LaSalle St. Investment Advisors, LLC 444.18%4.37%4.61%Q4 2022Q3 20234
First PREMIER Bank 440.01%0.01%0.02%Q1 2022Q4 20224
MACROVIEW INVESTMENT MANAGEMENT LLC 440.08%0.10%0.12%Q2 2017Q1 20184
Aevitas Wealth Management, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
MATRIX ASSET ADVISORS INC/NY 440.05%0.05%0.06%Q2 2020Q1 20214
Hoxton Planning & Management, LLC 440.39%0.39%0.40%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.05%0.21%0.71%Q4 2020Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Starfire Investment Advisers, Inc. 440.14%0.14%0.16%Q2 2015Q1 20164
Accurate Wealth Management, LLC 440.20%0.29%0.40%Q4 2022Q3 20234
AlphaCore Capital LLC 310.00%0.01%0.03%Q2 2021Q3 20234
GREENLEAF TRUST 440.02%0.02%0.02%Q3 2022Q2 20234
Tranquilli Financial Advisor LLC 441.36%1.47%1.65%Q4 2020Q3 20214
Independence Bank of Kentucky 440.02%0.04%0.05%Q4 2017Q3 20184
WOLFF WIESE MAGANA LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Newbridge Financial Services Group, Inc. 310.00%0.00%0.01%Q1 2021Q3 20224
Lighthouse Financial Advisors, Inc. 310.00%0.06%0.09%Q4 2019Q4 20204
Premia Global Advisors, LLC 310.08%0.25%0.54%Q4 2017Q1 20194
Ridgewood Investments LLC 220.10%0.13%0.17%Q1 2022Q2 20234
Donoghue Forlines LLC 440.02%0.08%0.27%Q4 2017Q3 20184
New Republic Capital, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Vigilare Wealth Management 440.34%0.37%0.39%Q1 2020Q4 20204
GREENWOOD CAPITAL ASSOCIATES LLC 440.16%0.19%0.21%Q1 2015Q4 20154
BRADY FAMILY WEALTH, LLC 440.11%0.12%0.12%Q4 2022Q3 20234
FIRST HORIZON CORP 210.03%0.08%0.19%Q2 2013Q2 20213
JACOBSON & SCHMITT ADVISORS, LLC 330.79%1.12%1.31%Q3 2019Q1 20203
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.01%0.01%0.01%Q3 2018Q4 20213
Lehman & Derafelo Financial Resources LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ABSOLUTE CAPITAL MANAGEMENT, LLC 332.90%4.98%9.11%Q1 2023Q3 20233
WOODWARD DIVERSIFIED CAPITAL, LLC 330.17%0.17%0.18%Q1 2023Q3 20233
MAPLE SECURITIES USA INC 330.06%0.06%0.07%Q4 2014Q2 20153
DRW Securities, LLC 210.02%0.06%0.11%Q2 2013Q1 20173
Japan Science & Technology Agency 333.98%4.08%4.22%Q1 2023Q3 20233
Breakwater Capital Group 330.11%0.82%1.92%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.01%0.01%Q2 2020Q4 20203
Buffington Mohr McNeal 330.05%0.07%0.09%Q3 2020Q1 20213
Eagle Bay Advisors LLC 330.00%0.49%1.26%Q1 2022Q3 20223
Beacon Capital Management, Inc. 210.00%0.00%0.00%Q1 2014Q4 20153
One Day In July LLC 330.15%0.18%0.19%Q4 2020Q2 20213
Invst, LLC 330.29%0.42%0.54%Q3 2019Q1 20203
Consolidated Portfolio Review Corp 330.09%0.10%0.12%Q1 2023Q3 20233
Virtue Capital Management, LLC 210.01%0.17%0.33%Q4 2017Q3 20193
Bernardo Wealth Planning LLC 330.20%0.85%1.78%Q3 2019Q1 20203
Compass Efficient Model Portfolios, LLC 331.46%5.14%12.20%Q2 2013Q4 20133
Midwest Professional Planners, LTD. 330.05%0.05%0.06%Q4 2017Q2 20183
tru Independence LLC 110.00%0.03%0.05%Q2 2020Q2 20213
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
F3Logic, LLC 330.05%0.11%0.15%Q4 2018Q2 20193
MANNING & NAPIER ADVISORS LLC 330.01%0.02%0.02%Q2 2013Q4 20133
SWISS REINSURANCE CO LTD 331.19%1.89%2.88%Q2 2013Q4 20133
Kathleen S. Wright Associates Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
Zions Bancorporation, N.A. 330.04%0.35%0.91%Q1 2019Q3 20193
Carmel Capital Partners, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Hall Kathryn A. 330.44%0.52%0.57%Q4 2014Q2 20153
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.02%0.03%Q2 2017Q3 20233
Braver Wealth Management, LLC 330.04%0.04%0.05%Q1 2016Q3 20163
Advisor Resource Council 330.02%0.06%0.09%Q3 2021Q1 20223
Strategic Capital Group LLC 330.04%0.35%0.52%Q3 2013Q1 20143
YHB Investment Advisors, Inc. 330.02%0.03%0.03%Q3 2021Q1 20223
Holistic Financial Partners 210.02%0.35%1.00%Q4 2017Q3 20233
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q3 20153
SteelPeak Wealth, LLC 210.01%0.67%1.98%Q1 2020Q3 20233
Genesis Wealth Advisors, LLC 334.11%4.41%4.68%Q4 2014Q2 20153
Redhawk Wealth Advisors, Inc. 210.37%0.62%0.90%Q1 2019Q2 20203
BECKER CAPITAL MANAGEMENT INC 330.19%0.19%0.19%Q1 2023Q3 20233
HARBOR INVESTMENT ADVISORY, LLC 210.00%0.00%0.00%Q4 2019Q3 20223
Horan Capital Advisors, LLC. 210.02%0.03%0.03%Q3 2019Q3 20203
Insight Wealth Strategies, LLC 330.07%0.11%0.14%Q2 2019Q4 20193
ANCHOR CAPITAL ADVISORS LLC 330.36%0.37%0.39%Q1 2023Q3 20233
GYL FINANCIAL SYNERGIES, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
LBA Wealth Management, LLC 330.01%0.01%0.01%Q3 2016Q1 20173
MGO Private Wealth, LLC 210.16%0.27%0.33%Q3 2022Q2 20233
Financial Gravity Companies, Inc. 210.06%0.06%0.06%Q4 2017Q4 20183
CAROLINAS WEALTH CONSULTING LLC 210.00%0.00%0.00%Q2 2021Q2 20233
SRS Capital Advisors, Inc. 330.02%0.02%0.02%Q2 2019Q4 20193
SECURITY NATIONAL TRUST CO 210.00%0.01%0.02%Q3 2014Q3 20163
Diversified Portfolios, Inc. 210.04%0.32%0.47%Q3 2022Q3 20233
SILVER OAK SECURITIES, INCORPORATED 110.02%0.04%0.08%Q1 2022Q3 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Man Investments Ltd 330.12%0.27%0.40%Q4 2013Q2 20143
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
KMS FINANCIAL SERVICES, INC 330.04%0.05%0.06%Q3 2013Q1 20143
Sonora Investment Management, LLC 210.00%0.00%0.00%Q4 2017Q3 20203
Penserra Capital Management LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Accuvest Global Advisors 330.23%0.41%0.72%Q2 2013Q4 20133
BANK OF NOVA SCOTIA 210.01%0.02%0.03%Q3 2020Q3 20213
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Parcion Private Wealth LLC 330.03%0.04%0.04%Q2 2020Q4 20203
Vivaldi Capital Management LP 330.04%0.04%0.04%Q2 2020Q4 20203
Concord Wealth Partners 210.00%0.16%0.45%Q4 2020Q4 20213
WealthPlan Investment Management, LLC 210.02%0.02%0.04%Q1 2022Q4 20223
Amtrust Financial Services, Inc. 334.79%5.67%6.60%Q3 2017Q1 20183
First Capital Advisors Group, LLC. 210.06%0.68%1.07%Q1 2018Q2 20233
Tradition Wealth Management, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
MATHER GROUP, LLC. 330.04%0.11%0.15%Q3 2019Q1 20203
Revisor Wealth Management LLC 333.23%3.53%3.78%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.02%0.02%Q4 2022Q3 20233
Waverly Advisors, LLC 330.01%0.02%0.02%Q3 2022Q1 20233
PROVENCE WEALTH MANAGEMENT GROUP 330.17%0.24%0.38%Q1 2023Q3 20233
Ameliora Wealth Management Ltd. 331.64%1.90%2.40%Q1 2023Q3 20233
WESCAP Management Group, Inc. 330.10%0.76%1.38%Q4 2021Q2 20223
Bromfield Sneider Wealth Advisors 330.06%0.08%0.09%Q2 2023Q4 20233
San Luis Wealth Advisors LLC 110.15%0.58%1.40%Q4 2020Q1 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
AUGUSTINE ASSET MANAGEMENT INC 330.11%0.12%0.14%Q2 2021Q4 20213
QUANTRES ASSET MANAGEMENT Ltd 330.79%2.70%3.80%Q1 2014Q3 20143
H&H Retirement Design & Management INC 335.30%5.35%5.45%Q1 2023Q3 20233
ENZI WEALTH 330.12%0.16%0.18%Q3 2022Q1 20233
Field & Main Bank 210.00%0.01%0.03%Q4 2020Q1 20233
Evolution Wealth Advisors, LLC 210.04%0.10%0.13%Q4 2019Q3 20233
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
PRIO WEALTH LIMITED PARTNERSHIP 330.01%0.02%0.02%Q4 2020Q2 20213
CHILTON CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q2 2013Q4 20133
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
MainStreet Investment Advisors LLC 330.02%0.02%0.02%Q4 2020Q2 20213
BAKER TILLY WEALTH MANAGEMENT, LLC 330.21%0.29%0.41%Q4 2020Q2 20213
Legacy Capital Group California, Inc. 330.21%0.52%0.75%Q1 2023Q3 20233
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q1 2015Q2 20203
Investment Advisory Group, LLC 330.13%0.14%0.14%Q4 2021Q2 20223
Cresset Asset Management, LLC 210.00%0.01%0.02%Q4 2018Q2 20213
WHITENER CAPITAL MANAGEMENT, INC. 210.01%0.01%0.01%Q4 2017Q3 20183
Buckingham Capital Management, Inc. 330.13%0.96%2.25%Q2 2013Q4 20133
TFB Advisors LLC 330.78%1.56%2.49%Q4 2022Q2 20233
TRANSATLANTIQUE PRIVATE WEALTH LLC 330.13%0.14%0.15%Q1 2023Q3 20233
ROOSEVELT INVESTMENT GROUP LLC 210.02%0.03%0.06%Q4 2016Q2 20213
Centurion Wealth Management LLC 330.11%0.12%0.13%Q4 2022Q2 20233
FEDERAL RESERVE BANK OF NEW YORK 335.60%6.38%7.88%Q4 2020Q2 20213
Almanack Investment Partners, LLC. 110.02%0.08%0.17%Q4 2016Q3 20223
LMCG INVESTMENTS, LLC 330.02%0.28%0.43%Q1 2022Q3 20223
QS Investors, LLC 330.04%0.13%0.19%Q4 2014Q2 20153
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.04%0.04%0.05%Q2 2017Q4 20173
Covenant Multifamily Offices, LLC 210.15%0.17%0.18%Q1 2019Q4 20193
Seed Wealth Management, Inc. 221.32%1.36%1.39%Q2 2023Q3 20232
Halpern Financial, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.03%0.03%0.03%Q2 2016Q3 20162
MinichMacGregor Wealth Management, LLC 110.00%0.15%0.30%Q1 2016Q4 20182
Leucadia National 110.04%0.07%0.10%Q1 2023Q3 20232
Crabel Capital Management, LLC 110.08%0.09%0.11%Q1 2021Q1 20222
First Bank & Trust 220.01%0.01%0.01%Q4 2019Q1 20202
Cito Capital Group, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
First Fiduciary Investment Counsel, Inc. 220.10%0.17%0.24%Q2 2013Q3 20132
Coston, McIsaac & Partners 220.01%0.01%0.01%Q2 2022Q3 20222
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
UNION SAVINGS BANK 220.16%0.16%0.16%Q2 2023Q3 20232
Pettinga Financial Advisors LLC 220.20%0.21%0.22%Q2 2019Q3 20192
Stone Asset Management Inc. 220.35%0.53%0.72%Q1 2022Q2 20222
Capital Bank & Trust Co 220.00%0.00%0.00%Q3 2019Q4 20192
FourThought Financial, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Long Wharf Investors, Inc. 220.39%0.41%0.42%Q1 2014Q2 20142
HC FINANCIAL ADVISORS INC 220.01%0.01%0.01%Q4 2020Q1 20212
Argent Wealth Management LLC 220.04%0.05%0.06%Q4 2019Q1 20202
Savant Capital, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.02%0.02%0.03%Q4 2019Q1 20202
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.00%0.00%0.00%Q3 2017Q4 20172
Onyx Bridge Wealth Group LLC 220.11%0.26%0.40%Q4 2020Q1 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Semmax Financial Advisors Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
AFT, FORSYTH & COMPANY, INC. 220.14%0.14%0.15%Q2 2013Q3 20132
9258 Wealth Management, LLC 110.06%0.06%0.06%Q1 2021Q3 20212
Veracity Capital LLC 220.13%0.21%0.30%Q4 2019Q1 20202
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q4 2015Q3 20222
Beaumont Financial Advisors, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Impact Partnership Wealth, LLC 220.02%0.24%0.46%Q2 2023Q3 20232
Stone House Investment Management, LLC 221.46%2.54%3.62%Q4 2019Q1 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2020Q2 20232
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2020Q3 20232
iAB Financial Bank 110.07%0.09%0.12%Q2 2013Q2 20172
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Moors & Cabot, Inc. 220.22%0.25%0.27%Q4 2019Q1 20202
VAN STRUM & TOWNE INC. 220.43%0.48%0.53%Q3 2021Q4 20212
LexAurum Advisors, LLC 110.24%0.24%0.24%Q4 2017Q3 20182
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q3 2014Q1 20152
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2019Q4 20192
Eagle Capital Management, LLC 220.23%0.29%0.34%Q1 2016Q2 20162
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q2 20212
Clear Creek Financial Management, LLC 220.26%0.75%1.23%Q2 2020Q3 20202
Bellecapital International Ltd. 220.36%0.37%0.39%Q2 2023Q3 20232
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Hofer & Associates. Inc 220.28%0.29%0.30%Q2 2023Q3 20232
Liberty Mutual Group Asset Management Inc. 221.58%2.62%3.66%Q1 2019Q2 20192
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q2 20232
Altus Wealth Group LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Sentinus, LLC 220.17%0.21%0.24%Q1 2023Q2 20232
Strid Group, LLC 224.92%6.34%7.76%Q4 2015Q1 20162
Centennial Wealth Advisory LLC 220.44%0.53%0.63%Q4 2020Q1 20212
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2014Q4 20142
Econ Financial Services Corp 220.62%0.64%0.66%Q1 2023Q2 20232
Physician Wealth Advisors, Inc. 220.66%0.70%0.75%Q3 2019Q4 20192
Security Financial Services, INC. 220.09%0.10%0.11%Q4 2021Q1 20222
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q4 2015Q1 20202
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q1 2023Q2 20232
Nuveen Asset Management, LLC 220.03%0.03%0.03%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.70%0.71%0.72%Q4 2014Q1 20152
BANQUE PICTET & CIE SA 220.06%0.08%0.09%Q2 2020Q3 20202
Fortis Capital Management LLC 220.16%2.26%4.36%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 110.00%0.09%0.18%Q3 2016Q1 20172
HANCOCK WHITNEY INVESTMENT SERVICES INC. 220.23%0.41%0.59%Q4 2021Q1 20222
BLACKROCK ADVISORS LLC 110.06%0.07%0.08%Q2 2013Q4 20162
Jane Street Holding, LLC 110.01%0.08%0.14%Q2 2013Q4 20132
Beaumont Capital Management, LLC 222.05%2.07%2.10%Q1 2023Q2 20232
WealthBridge Capital Management, LLC 220.04%0.05%0.05%Q4 2018Q1 20192
ACUTE INVESTMENT ADVISORY, LLC 220.52%3.55%6.57%Q4 2021Q1 20222
Buckley Wealth Management, LLC 221.66%1.74%1.81%Q1 2020Q2 20202
OTA Financial Group L.P. 111.42%1.58%1.73%Q1 2021Q3 20222
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 220.01%0.02%0.04%Q1 2022Q2 20222
BTC Capital Management, Inc. 220.09%0.12%0.16%Q4 2017Q1 20182
Legacy Private Trust Co. 220.20%1.43%2.66%Q2 2013Q3 20132
Sumitomo Mitsui Trust Holdings, Inc. 220.06%0.06%0.07%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.50%0.59%0.67%Q1 2023Q2 20232
Mirae Asset Global Investments Co., Ltd. 220.23%0.24%0.24%Q3 2016Q4 20162
Equitable Holdings, Inc. 220.02%0.04%0.06%Q4 2019Q1 20202
WealthOne, LLC 110.03%0.10%0.18%Q4 2018Q3 20202
Advisors Preferred, LLC 110.46%0.47%0.47%Q3 2014Q1 20152
First Heartland Consultants, Inc. 110.02%0.05%0.08%Q2 2013Q1 20202
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
IPG Investment Advisors LLC 110.06%0.10%0.13%Q2 2017Q1 20232
Employees Retirement System of Texas 225.84%6.70%7.55%Q2 2013Q3 20132
Fortitude Advisory Group L.L.C. 220.01%0.01%0.02%Q4 2021Q1 20222
Thrive Capital Management, LLC 220.24%0.26%0.27%Q4 2020Q1 20212
IAMS WEALTH MANAGEMENT, LLC 220.20%0.21%0.23%Q2 2023Q3 20232
CABANA LLC 110.01%0.01%0.01%Q4 2019Q2 20202
NATIXIS ADVISORS, L.P. 110.00%0.04%0.08%Q2 2013Q3 20232
US FINANCIAL ADVISORS, LLC 220.34%0.36%0.39%Q4 2020Q1 20212
Great Lakes Retirement, Inc. 223.65%6.99%10.32%Q4 2019Q1 20202
Cable Hill Partners, LLC 220.00%0.04%0.08%Q4 2018Q1 20192
SkyView Investment Advisors, LLC 220.39%0.41%0.44%Q1 2023Q2 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.36%0.42%0.47%Q4 2022Q3 20232
PIN OAK INVESTMENT ADVISORS INC 220.02%0.02%0.02%Q2 2023Q3 20232
HORIZON BANCORP INC /IN/ 220.01%0.01%0.01%Q2 2023Q3 20232
Cleary Gull Holdings Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Headlands Technologies LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Opus Capital Group, LLC 220.04%0.04%0.04%Q3 2015Q4 20152
MOTCO 110.00%0.00%0.00%Q3 2015Q4 20182
Fortis Capital Advisors, LLC 220.01%0.11%0.21%Q4 2022Q1 20232
Truadvice, LLC 110.05%0.12%0.19%Q4 2020Q2 20212
One William Street Capital Management, L.P. 222.51%4.79%7.07%Q4 2022Q1 20232
Arden Trust Co 110.03%0.04%0.05%Q2 2019Q1 20202
Signator Financial Services, Inc. 220.04%0.04%0.04%Q2 2013Q3 20132
Allred Capital Management, LLC 110.01%0.01%0.02%Q4 2019Q1 20212
FORTE ASSET MANAGEMENT LLC 220.75%0.94%1.13%Q2 2022Q3 20222
MID CONTINENT CAPITAL LLC/IL 220.06%0.06%0.06%Q2 2013Q3 20132
CALDWELL SUTTER CAPITAL, INC. 220.01%0.02%0.02%Q2 2023Q3 20232
Ken Stern & Associates, Inc. 220.12%0.14%0.16%Q3 2016Q4 20162
Advisory Alpha, LLC 220.04%0.05%0.06%Q1 2021Q2 20212
OPUS INVESTMENT MANAGEMENT INC 222.05%2.17%2.29%Q4 2020Q1 20212
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q2 2023Q3 20232
Independent Advisor Alliance 110.03%0.09%0.15%Q4 2019Q4 20222
Hoover Financial Advisors, Inc. 220.00%0.02%0.04%Q3 2020Q4 20202
Pallas Capital Advisors LLC 220.02%0.03%0.03%Q2 2021Q3 20212
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q4 2019Q3 20202
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2019Q3 20222
DBK Financial Counsel, LLC 220.42%0.43%0.44%Q4 2021Q1 20222
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.02%0.02%0.02%Q1 2019Q3 20192
Schechter Investment Advisors, LLC 220.11%0.13%0.14%Q4 2021Q1 20222
Leicht Financial Planning & Wealth Management, Inc. 220.99%3.21%5.43%Q4 2019Q1 20202
STIFEL NICOLAUS & CO INC \MO\ 220.08%0.08%0.08%Q2 2013Q3 20132
DIMENSION CAPITAL MANAGEMENT LLC 110.15%0.52%0.89%Q4 2017Q4 20192
Shelter Mutual Insurance Co 221.19%1.26%1.32%Q2 2023Q3 20232
Beirne Wealth Consulting Services, LLC 220.16%0.17%0.18%Q3 2020Q4 20202
Mascoma Wealth Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
NOMURA HOLDINGS INC 220.02%0.03%0.03%Q2 2013Q3 20132
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Mendota Financial Group, LLC 111.78%1.78%1.78%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
FIDUCIENT ADVISORS LLC 110.30%0.30%0.30%Q1 2022Q1 20221
HB Wealth Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.40%0.40%0.40%Q4 2020Q4 20201
LifePro Asset Management 110.20%0.20%0.20%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
BARINGS LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Integrated Advisors Network LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Krilogy Financial LLC 110.09%0.09%0.09%Q2 2020Q2 20201
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Hummer Financial Advisory Services Inc 110.22%0.22%0.22%Q4 2019Q4 20191
DELTA CAPITAL MANAGEMENT LLC 110.42%0.42%0.42%Q4 2014Q4 20141
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Gemmer Asset Management LLC 111.30%1.30%1.30%Q1 2014Q1 20141
Arlington Capital Management, Inc. 114.20%4.20%4.20%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
KCM INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Freedman Financial Associates, Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
Community Financial Services Group, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Parkside Advisors LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Missouri Trust & Investment Co 110.00%0.00%0.00%Q2 2023Q2 20231
Russell Investments Group, Ltd. 110.01%0.01%0.01%Q1 2023Q1 20231
Virtu Financial LLC 110.22%0.22%0.22%Q4 2017Q4 20171
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Gateway Advisory, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Great Point Wealth Advisors, LLC 112.81%2.81%2.81%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q3 2015Q3 20151
STEEL GROVE CAPITAL ADVISORS, LLC 110.16%0.16%0.16%Q1 2014Q1 20141
DE BURLO GROUP INC 110.01%0.01%0.01%Q3 2022Q3 20221
Cox Capital Mgt LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
DESTINY CAPITAL SECURITIES CORPORATION 112.43%2.43%2.43%Q3 2023Q3 20231
WBH ADVISORY INC 110.08%0.08%0.08%Q1 2014Q1 20141
Montecito Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
Paulson Wealth Management Inc. 110.05%0.05%0.05%Q4 2017Q4 20171
Fiduciary Alliance LLC 110.03%0.03%0.03%Q2 2023Q2 20231
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2015Q2 20151
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Prossimo Advisors, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Jolley Asset Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Cyndeo Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ING GROEP NV 110.16%0.16%0.16%Q1 2015Q1 20151
Sutton Wealth Advisors Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
LS Investment Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q1 2022Q1 20221
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Alhambra Investment Management LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q4 2022Q4 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
ACG Wealth 110.16%0.16%0.16%Q2 2013Q2 20131
Farmers National Bank 110.00%0.00%0.00%Q4 2017Q4 20171
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Acorn Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
DFPG INVESTMENTS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
KAYS FINANCIAL ADVISORY CORP /ADV 110.32%0.32%0.32%Q4 2018Q4 20181
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Heritage Trust Co 110.00%0.00%0.00%Q3 2017Q3 20171
BALLAST ADVISORS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Dynamic Technology Lab Private Ltd 110.05%0.05%0.05%Q1 2020Q1 20201
Pekin Hardy Strauss, Inc. 110.24%0.24%0.24%Q4 2014Q4 20141
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Aurora Private Wealth, Inc. 110.08%0.08%0.08%Q1 2020Q1 20201
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Thomasville National Bank 110.04%0.04%0.04%Q1 2015Q1 20151
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Investment Research & Advisory Group, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
True Link Financial Advisors, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q2 2023Q2 20231
GOULD ASSET MANAGEMENT LLC /CA/ 110.14%0.14%0.14%Q4 2022Q4 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Vestpro Financial Partners, Inc. dba CPF Texas 110.29%0.29%0.29%Q1 2018Q1 20181
CORBETT ROAD CAPITAL MANAGEMENT, LLC 111.83%1.83%1.83%Q4 2019Q4 20191
RMR Wealth Builders 110.00%0.00%0.00%Q2 2020Q2 20201
NVWM, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
M Holdings Securities, Inc. 110.17%0.17%0.17%Q2 2016Q2 20161
HUTCHENS INVESTMENT MANAGEMENT INC 110.03%0.03%0.03%Q4 2014Q4 20141
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Key Bridge Compliance, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Truepoint, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Dorsey & Whitney Trust CO LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Gradient Capital Advisors, LLC 110.21%0.21%0.21%Q4 2017Q4 20171
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Indiana Trust & Investment Management CO 110.08%0.08%0.08%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Activest Wealth Management 110.52%0.52%0.52%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Destiny Capital Corp/CO 110.17%0.17%0.17%Q2 2023Q2 20231
Tuttle Capital Management, LLC 110.38%0.38%0.38%Q4 2015Q4 20151
PACES FERRY WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Clark Capital Management Group, Inc. 110.29%0.29%0.29%Q2 2022Q2 20221
ADVISOR CONSULTANT NETWORK INC 110.83%0.83%0.83%Q3 2016Q3 20161
TFO Wealth Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Oak Point Wealth Management 110.57%0.57%0.57%Q1 2018Q1 20181
Hartford Financial Management Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Ellis Investment Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q4 2018Q4 20181
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Sovereign Financial Group, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Harfst & Associates, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Cascadia Advisory Services, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
BBVA USA Bancshares, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
Kerntke Otto McGlone Wealth Management Group 110.02%0.02%0.02%Q4 2022Q4 20221
Plancorp, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Waterloo Capital, L.P. 110.19%0.19%0.19%Q1 2020Q1 20201
Ellevest, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 111.02%1.02%1.02%Q3 2013Q3 20131
Lion Street Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
First National Bank of Mount Dora, Trust Investment Services 110.10%0.10%0.10%Q2 2022Q2 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.02%0.02%Q4 2021Q4 20211
Diversified Trust Co 111.74%1.74%1.74%Q1 2015Q1 20151
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Tradewinds, LLC. 111.80%1.80%1.80%Q4 2022Q4 20221
LJI Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q4 2017Q4 20171
FIDUCIARY SERVICES CORP/GA 110.12%0.12%0.12%Q4 2013Q4 20131
Envestnet Portfolio Solutions, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
B, B, H, & B INC. 110.55%0.55%0.55%Q4 2020Q4 20201
HNP Capital LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Walkner Condon Financial Advisors LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Wayfinding Financial, LLC 117.89%7.89%7.89%Q2 2022Q2 20221
WMS Partners, LLC 110.14%0.14%0.14%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.26%0.26%0.26%Q3 2014Q3 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Interchange Capital Partners, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Osborn Williams & Donohoe LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Anfield Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Belvedere Advisors LLC 1110.78%10.78%10.78%Q1 2019Q1 20191
Verdad Advisers, LP 1128.08%28.08%28.08%Q3 2022Q3 20221
Essex Financial Services, Inc. 110.14%0.14%0.14%Q4 2014Q4 20141
PROFESSIONAL PLANNING 110.09%0.09%0.09%Q4 2020Q4 20201
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Daniels&Tansey,LLP 111.48%1.48%1.48%Q3 2020Q3 20201
TCTC Holdings, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
MONROE BANK & TRUST/MI 110.05%0.05%0.05%Q3 2015Q3 20151
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CNB Bank 110.04%0.04%0.04%Q3 2023Q3 20231
ALLSTATE INVESTMENT MANAGEMENT CO 113.58%3.58%3.58%Q4 2022Q4 20221
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Standard Family Office LLC 110.42%0.42%0.42%Q3 2022Q3 20221
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
ROBINSON CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
Beacon Pointe Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Oak Asset Management, LLC 111.13%1.13%1.13%Q2 2022Q2 20221
FLPUTNAM INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q2 2022Q2 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
McNamara Financial Services, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Private Advisory Group LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Jackson Wealth Management, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Gateway Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.30%0.30%0.30%Q1 2020Q1 20201
PAX Financial Group, LLC 112.89%2.89%2.89%Q4 2019Q4 20191
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.20%0.20%0.20%Q2 2021Q2 20211
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lifeworks Advisors, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Parisi Gray Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TIAA CREF TRUST CO FSB/MO 110.26%0.26%0.26%Q4 2013Q4 20131
MCF Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.11%0.11%0.11%Q1 2014Q1 20141
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
KPP Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 112.61%2.61%2.61%Q2 2023Q2 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
CPWM, LLC 110.15%0.15%0.15%Q4 2011Q4 20111
SOCIETE GENERALE 110.08%0.08%0.08%Q2 2016Q2 20161
Trutina Financial LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Kingfisher Capital LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Crescent Grove Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Meristem Family Wealth, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2014Q2 20141
Auxano Advisors, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.73%0.73%0.73%Q2 2013Q2 20131
Calamos Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LOGAN CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Square, LLC 110.37%0.37%0.37%Q4 2019Q4 20191
Merrion Investment Management Co, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
STRATEGY ASSET MANAGERS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aries Wealth Management 110.64%0.64%0.64%Q1 2022Q1 20221
Cornerstone Retirement Group, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
External links

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