ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 37200.00%0.26%0.79%Q1 2009Q3 202362
BANK HAPOALIM BM 21150.00%0.21%0.97%Q4 2013Q3 202361
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1420.00%0.00%0.01%Q4 2013Q2 202354
MUFG Americas Holdings Corp 48480.01%0.23%0.83%Q4 2010Q3 202248
Rehmann Capital Advisory Group 32150.00%0.35%0.79%Q3 2011Q3 202347
First Horizon Advisors, Inc. 4510.03%0.17%0.98%Q1 2012Q3 202346
GOLDMAN SACHS GROUP INC 4240.01%0.06%0.12%Q1 2012Q3 202346
Capital Analysts, LLC 44440.01%1.58%5.31%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.37%0.61%1.08%Q4 2012Q3 202344
CPWM, LLC 44440.39%2.25%4.10%Q4 2011Q3 202244
Pekin Hardy Strauss, Inc. 43430.03%0.19%1.14%Q1 2013Q3 202343
Destination Wealth Management 43432.11%3.09%4.75%Q1 2013Q3 202343
COMMERCE BANK 43430.00%0.01%0.02%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.01%0.05%0.18%Q1 2013Q3 202343
Veritable, L.P. 43430.00%0.02%0.13%Q4 2012Q2 202343
Bartlett & Co. LLC 26160.08%0.30%1.15%Q2 2013Q4 202342
WATERS PARKERSON & CO., LLC 42420.02%0.04%0.08%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.02%0.63%2.52%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.02%0.10%0.32%Q2 2013Q3 202342
A. D. Beadell Investment Counsel, Inc. 42421.01%2.53%4.10%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.30%0.89%2.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.05%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.03%0.45%2.94%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.02%0.05%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.04%0.63%4.25%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.14%0.87%Q2 2013Q3 202342
Cypress Capital Group 42420.13%2.36%4.30%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.05%0.10%0.23%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.01%1.22%3.67%Q2 2013Q3 202342
MATHER GROUP, LLC. 42420.01%7.58%17.04%Q2 2013Q3 202342
Sabal Trust CO 42420.86%1.41%1.88%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.10%0.19%0.48%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.04%0.06%0.08%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.04%0.08%0.16%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.15%0.48%1.23%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.00%0.02%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%1.25%6.92%Q2 2013Q3 202342
Courage Miller Partners, LLC 42421.57%4.67%10.46%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.66%1.02%1.50%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.04%0.10%0.24%Q2 2013Q3 202342
Laffer Tengler Investments, Inc. 42420.08%0.41%1.49%Q2 2013Q3 202342
Mariner, LLC 42420.06%0.39%1.09%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.30%0.97%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42421.17%4.10%10.79%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.05%0.13%0.26%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.02%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42420.03%0.05%0.17%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.16%0.27%0.41%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.80%1.73%2.67%Q2 2013Q3 202342
NBT BANK N A /NY 42420.04%0.08%1.32%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42421.27%2.99%5.48%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.08%0.20%0.51%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.05%0.22%0.59%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.11%0.20%Q2 2013Q3 202342
Bangor Savings Bank 42422.60%4.51%9.50%Q2 2013Q3 202342
US BANCORP \DE\ 42420.09%0.19%0.30%Q2 2013Q3 202342
Buffington Mohr McNeal 42422.63%5.19%9.11%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.11%0.63%Q2 2013Q3 202342
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 42420.09%1.20%2.82%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.00%0.00%Q2 2013Q3 202342
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 42420.49%2.01%5.30%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.02%0.43%1.13%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.04%0.33%1.13%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.12%1.72%6.85%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.20%0.50%Q2 2013Q3 202342
HM PAYSON & CO 42420.09%1.37%3.70%Q2 2013Q3 202342
Horizon Investment Services, LLC 42420.13%0.59%1.85%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.01%0.08%0.28%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.07%0.27%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
CABOT WEALTH MANAGEMENT INC 42420.07%0.31%0.97%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.12%0.20%Q2 2013Q3 202342
Cetera Advisors LLC 42420.08%0.26%0.76%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.08%0.64%2.01%Q2 2013Q3 202342
NEW SOUTH CAPITAL MANAGEMENT INC 42420.01%0.07%0.16%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.04%0.20%0.48%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.27%1.08%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.08%0.29%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.11%0.29%0.53%Q2 2013Q3 202342
CUTLER INVESTMENT COUNSEL LLC 42423.93%4.56%5.50%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.02%0.08%0.13%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.89%1.33%2.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.02%0.17%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.04%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.54%1.63%4.58%Q2 2013Q3 202342
First Washington CORP 42420.26%3.35%9.80%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.07%0.42%0.83%Q2 2013Q3 202342
LaFleur & Godfrey LLC 42420.06%1.41%5.85%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.32%0.87%2.22%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.54%0.64%0.77%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.10%Q2 2013Q3 202342
DT Investment Partners, LLC 42420.96%2.47%8.10%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 3471.56%5.25%35.84%Q2 2013Q3 202341
FDx Advisors, Inc. 41410.02%0.42%1.62%Q3 2013Q3 202341
Aspen Investment Management Inc 41410.18%1.41%2.63%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.03%0.10%0.27%Q4 2013Q4 202341
FRANKLIN RESOURCES INC 3830.00%0.01%0.01%Q2 2013Q3 202341
Stelac Advisory Services LLC 3610.06%1.84%9.96%Q4 2012Q3 202341
Family Capital Trust Co 41410.00%0.06%0.14%Q2 2013Q2 202341
FineMark National Bank & Trust 25160.06%0.14%0.37%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.63%1.95%Q3 2013Q3 202341
Haverford Trust Co 4010.17%0.71%1.06%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.02%0.12%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.04%Q2 2013Q3 202341
BLB&B Advisors, LLC 41410.02%0.05%0.08%Q3 2013Q3 202341
Atria Investments, Inc 27140.01%0.23%0.66%Q2 2013Q3 202341
BAILARD, INC. 31100.03%0.25%0.95%Q2 2013Q3 202341
SeaBridge Investment Advisors LLC 41410.18%1.05%2.35%Q3 2013Q3 202341
Baystate Wealth Management LLC 4010.03%0.12%0.56%Q2 2013Q3 202341
PINNACLE ASSOCIATES LTD 21200.03%0.08%0.13%Q2 2013Q3 202341
EAGLE GLOBAL ADVISORS LLC 41410.08%0.13%0.24%Q3 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.08%0.54%1.41%Q3 2013Q4 202341
Evensky & Katz LLC 41410.01%3.75%6.11%Q2 2013Q2 202341
Private Advisor Group, LLC 40400.00%0.15%0.39%Q4 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.05%0.32%1.62%Q2 2013Q3 202341
HOLLENCREST CAPITAL MANAGEMENT 40400.40%0.90%1.72%Q4 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2850.00%0.00%0.02%Q2 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.52%2.83%Q4 2013Q3 202340
Baker Avenue Asset Management, LP 40400.00%0.64%3.87%Q2 2013Q1 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.16%0.75%1.46%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.06%0.18%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.00%0.01%0.05%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.26%1.04%1.73%Q4 2013Q3 202340
Ameritas Investment Partners, Inc. 3120.00%0.01%0.12%Q2 2013Q3 202340
Curbstone Financial Management Corp 40401.40%2.67%4.52%Q1 2014Q4 202340
M&R CAPITAL MANAGEMENT INC 26140.07%0.11%0.16%Q4 2013Q4 202340
COMERICA BANK 3910.00%0.02%0.04%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.02%0.11%0.24%Q4 2013Q3 202340
NTV ASSET MANAGEMENT LLC 40400.11%1.37%3.12%Q4 2013Q3 202340
ARKANSAS FINANCIAL GROUP, INC. 40408.76%14.96%19.95%Q4 2013Q3 202340
DEARBORN PARTNERS LLC 40400.01%0.04%0.11%Q2 2013Q1 202340
Clear Harbor Asset Management, LLC 40400.01%0.10%0.13%Q2 2013Q1 202340
COUNTRY TRUST BANK 39390.00%1.35%3.72%Q2 2014Q4 202339
Crestwood Advisors Group, LLC 27120.02%1.28%2.74%Q2 2013Q3 202339
Gemmer Asset Management LLC 39390.00%0.20%0.46%Q1 2014Q3 202339
Wunderlich Capital Managemnt 3630.03%2.48%3.55%Q4 2013Q3 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.01%0.05%0.08%Q2 2013Q4 202239
Avior Wealth Management, LLC 25140.15%0.39%2.26%Q4 2013Q3 202339
BESSEMER GROUP INC 3810.00%0.01%0.08%Q4 2013Q3 202339
Brinker Capital Investments, LLC 39390.01%0.75%1.90%Q2 2013Q4 202239
CAPTRUST FINANCIAL ADVISORS 2620.01%0.11%0.44%Q2 2013Q3 202339
FRONT BARNETT ASSOCIATES LLC 3810.05%0.26%0.45%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.15%0.24%0.36%Q1 2014Q3 202339
Autus Asset Management, LLC 39390.61%1.14%1.89%Q2 2013Q4 202239
New England Private Wealth Advisors LLC 39390.04%2.16%4.97%Q4 2012Q2 202239
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2110.01%0.23%0.86%Q2 2013Q3 202338
SUMMITRY LLC 38380.05%5.27%6.17%Q2 2013Q3 202238
Ironsides Asset Advisors, LLC 38380.18%1.37%3.84%Q2 2014Q3 202338
ARROW FINANCIAL CORP 38380.04%0.50%0.89%Q2 2014Q3 202338
Janney Montgomery Scott LLC 3010.04%0.39%2.68%Q3 2013Q3 202338
FMR LLC 38380.01%0.06%0.18%Q2 2014Q3 202338
Thomasville National Bank 25130.03%0.11%0.38%Q2 2013Q1 202338
M&T BANK CORP 2130.00%0.01%0.02%Q2 2013Q3 202338
Beaumont Financial Partners, LLC 38380.03%0.91%4.14%Q2 2013Q3 202238
ATWOOD & PALMER INC 38380.00%0.52%1.93%Q2 2014Q3 202338
Bragg Financial Advisors, Inc 37370.01%0.11%0.32%Q2 2013Q2 202237
Dynamic Advisor Solutions LLC 3340.02%0.16%0.39%Q2 2014Q3 202337
CIBC Private Wealth Group, LLC 37370.00%0.10%0.53%Q1 2014Q1 202337
MEEDER ASSET MANAGEMENT INC 3510.00%0.13%0.73%Q3 2014Q3 202336
Fund Evaluation Group, LLC 36360.96%3.39%9.98%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.19%0.38%1.04%Q4 2014Q3 202336
WESBANCO BANK INC 3010.08%0.14%0.19%Q2 2013Q2 202336
Raab & Moskowitz Asset Management LLC 36360.08%0.20%0.38%Q4 2013Q3 202236
Community Bank, N.A. 36360.01%0.13%0.39%Q4 2014Q3 202336
UBS Group AG 36360.08%0.14%0.23%Q4 2014Q3 202336
KWMG, LLC 36361.44%2.33%5.86%Q4 2014Q3 202336
STALEY CAPITAL ADVISERS INC 36360.01%0.17%0.36%Q2 2013Q1 202236
INVESTMENT PARTNERS, LTD. 36360.13%0.74%1.30%Q4 2014Q3 202336
Creative Planning 1780.00%0.01%0.04%Q2 2013Q3 202336
Kovack Advisors, Inc. 36360.18%0.86%2.72%Q4 2014Q3 202336
Horan Capital Advisors, LLC. 1810.05%2.44%10.27%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.03%0.09%Q2 2013Q1 202236
NAPLES GLOBAL ADVISORS, LLC 18180.11%0.26%0.49%Q4 2013Q3 202336
First Personal Financial Services 36360.06%0.17%0.60%Q4 2014Q3 202336
Sandy Spring Bank 3510.00%0.01%0.04%Q1 2014Q3 202336
RiverFront Investment Group, LLC 2610.02%1.15%4.54%Q4 2008Q3 202336
Dakota Wealth Management 36360.31%0.73%1.38%Q4 2014Q3 202336
SHEETS SMITH WEALTH MANAGEMENT 1810.05%1.54%4.94%Q1 2013Q3 202336
AllSquare Wealth Management LLC 25100.28%0.37%0.48%Q4 2014Q3 202335
WADE G W & INC 35350.02%0.20%0.51%Q1 2015Q3 202335
Koshinski Asset Management, Inc. 22130.02%0.75%2.64%Q4 2014Q3 202335
GREENWOOD CAPITAL ASSOCIATES LLC 35350.04%1.07%2.22%Q1 2015Q3 202335
OLD NATIONAL BANCORP /IN/ 35350.01%0.16%0.49%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.13%0.25%0.63%Q1 2015Q3 202335
Chesley Taft & Associates LLC 3230.27%0.40%0.61%Q2 2013Q3 202335
Pinnacle Wealth Management Advisory Group, LLC 21140.03%0.61%1.58%Q4 2014Q3 202335
BEACON FINANCIAL GROUP 20150.14%1.37%2.31%Q4 2014Q3 202335
People's United Financial, Inc. 18170.02%0.10%0.24%Q2 2013Q1 202235
Advisory Services Network, LLC 2780.02%0.08%0.17%Q4 2014Q3 202335
Miracle Mile Advisors, LLC 2830.03%0.27%1.86%Q2 2014Q3 202335
Barrett Asset Management, LLC 34340.00%0.04%0.18%Q2 2013Q3 202134
LEAVELL INVESTMENT MANAGEMENT, INC. 2590.03%0.23%0.55%Q4 2009Q3 202334
SIGMA INVESTMENT COUNSELORS INC 20140.02%0.27%0.74%Q2 2013Q4 202134
WOODMONT INVESTMENT COUNSEL LLC 34340.22%0.51%1.31%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.04%0.10%0.21%Q2 2015Q3 202334
Fiduciary Group LLC 34340.12%2.67%7.58%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.04%0.10%0.15%Q2 2013Q3 202134
SPINNAKER TRUST 23110.02%0.73%8.69%Q2 2013Q3 202234
WRAPMANAGER INC 2770.12%2.05%4.93%Q3 2012Q2 202234
Brookstone Capital Management 34340.01%0.15%0.74%Q2 2015Q3 202334
Alexandria Capital, LLC 34340.03%0.70%4.34%Q2 2013Q3 202134
Winfield Associates, Inc. 34340.37%1.15%1.55%Q4 2013Q1 202234
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 21130.00%0.00%0.01%Q2 2013Q4 202234
Granite Investment Advisors, LLC 34340.27%0.54%1.44%Q2 2013Q3 202134
CWM, LLC 2420.00%0.62%2.05%Q3 2013Q3 202334
Sage Advisory Services, Ltd.Co. 2820.21%2.88%5.83%Q3 2013Q3 202334
JANE STREET GROUP, LLC 2610.00%0.04%0.12%Q3 2014Q3 202333
FIRST UNITED BANK & TRUST 33330.26%0.81%1.80%Q3 2015Q3 202333
Sigma Planning Corp 3210.02%0.10%0.56%Q4 2014Q3 202333
Coe Capital Management, LLC 33330.40%1.39%3.80%Q2 2013Q2 202133
Shoker Investment Counsel, Inc. 33331.19%2.51%4.20%Q4 2013Q4 202133
Windsor Capital Management, LLC 33330.08%3.27%6.22%Q2 2013Q2 202133
Endurance Wealth Management, Inc. 33331.36%2.61%4.16%Q2 2015Q2 202333
ZACKS INVESTMENT MANAGEMENT 1910.01%0.02%0.04%Q2 2013Q3 202333
1834 INVESTMENT ADVISORS CO 33330.08%0.40%1.07%Q3 2015Q3 202333
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.01%0.38%1.36%Q4 2015Q3 202332
USCA RIA LLC 32320.04%0.39%5.75%Q3 2013Q2 202132
Argent Trust Co 2930.02%0.10%0.27%Q4 2014Q3 202332
MILLENNIUM MANAGEMENT LLC 1510.00%0.01%0.32%Q3 2013Q2 202332
TD Capital Management LLC 2120.00%0.08%0.92%Q2 2013Q3 202332
Cetera Investment Advisers 32320.09%0.23%0.66%Q4 2015Q3 202332
B. Riley Wealth Advisors, Inc. 2010.00%0.42%2.18%Q2 2013Q3 202332
SEGALL BRYANT & HAMILL, LLC 1570.01%0.02%0.07%Q1 2015Q3 202332
American Research & Management Co. 1930.02%0.07%0.43%Q2 2013Q3 202232
Dana Investment Advisors, Inc. 1450.01%0.04%0.05%Q2 2015Q3 202332
Pointe Capital Management LLC 2570.01%2.98%6.17%Q1 2015Q1 202332
UMB Bank, n.a. 32320.12%0.40%0.93%Q4 2015Q3 202332
SHAKER INVESTMENTS LLC/OH 2570.35%0.79%1.50%Q4 2013Q4 202132
NewSquare Capital LLC 3010.00%2.98%4.25%Q3 2013Q3 202331
Integrated Investment Consultants, LLC 2380.07%0.78%2.67%Q4 2015Q3 202331
WEDBUSH SECURITIES INC 1810.02%0.06%0.28%Q2 2013Q3 202331
MERIDIAN MANAGEMENT CO 31310.09%7.60%15.03%Q2 2015Q4 202231
ARS Wealth Advisors, LLC 31310.04%0.23%0.52%Q4 2013Q2 202131
Bray Capital Advisors 2830.24%2.87%6.30%Q1 2015Q3 202331
Allworth Financial LP 31310.00%0.01%0.09%Q1 2016Q3 202331
Freedom Investment Management, Inc. 11100.04%0.25%0.68%Q1 2013Q3 202331
Janney Capital Management LLC 2520.02%0.33%2.90%Q1 2015Q3 202331
PEOPLES BANK /OH 2740.23%3.11%4.36%Q4 2015Q3 202331
TELEMUS CAPITAL, LLC 31310.22%0.79%1.44%Q1 2016Q3 202331
Advisors Preferred, LLC 2010.36%1.07%2.59%Q4 2013Q2 202231
Dorsey & Whitney Trust CO LLC 31310.02%0.06%0.11%Q1 2016Q3 202331
IFP Advisors, Inc 17140.03%0.27%0.63%Q4 2015Q3 202331
PARSONS CAPITAL MANAGEMENT INC/RI 1540.02%0.03%0.04%Q1 2015Q3 202331
Stratos Wealth Partners, LTD. 1910.01%0.05%0.12%Q4 2014Q3 202331
Sutton Wealth Advisors Inc. 31310.19%0.70%1.72%Q1 2016Q3 202331
Matson Money. Inc. 313123.71%51.69%80.01%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.06%0.28%Q1 2016Q3 202331
Edmonds Duncan Registered Investment Advisors, LLC 2561.45%2.64%4.93%Q4 2015Q3 202331
SCOTIA CAPITAL INC. 2330.01%0.05%0.16%Q4 2013Q3 202331
INGALLS & SNYDER LLC 30300.06%0.10%0.14%Q2 2016Q3 202330
Alpha Omega Wealth Management LLC 17130.00%1.94%10.26%Q4 2015Q3 202330
Concorde Asset Management, LLC 2510.16%0.86%3.42%Q4 2014Q3 202330
EDMOND DE ROTHSCHILD HOLDING S.A. 19110.00%0.05%0.27%Q2 2015Q3 202330
LifePlan Financial Group, Inc 30300.12%0.35%1.37%Q2 2013Q3 202030
DEUTSCHE BANK AG\ 2460.00%0.01%0.01%Q3 2013Q3 202330
Parkside Financial Bank & Trust 30300.00%0.01%0.02%Q3 2015Q4 202230
1832 Asset Management L.P. 2460.00%0.01%0.06%Q1 2016Q3 202330
M Holdings Securities, Inc. 2210.10%0.78%2.16%Q4 2013Q1 202330
StrategIQ Financial Group, LLC 30300.26%1.26%2.62%Q2 2016Q3 202330
Cottage Street Advisors LLC 20100.19%0.32%1.21%Q1 2016Q3 202330
Partnervest Advisory Services LLC 30300.06%0.66%2.50%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.04%0.24%1.24%Q2 2013Q3 202030
JUNCTURE WEALTH STRATEGIES, LLC 30300.17%1.26%1.99%Q3 2016Q4 202330
Krilogy Financial LLC 2910.02%0.05%0.07%Q3 2015Q1 202330
WEALTHSOURCE PARTNERS, LLC 30300.03%0.16%0.38%Q2 2016Q3 202330
Capital Investment Services of America, Inc. 18120.76%1.71%2.92%Q4 2015Q3 202330
BEACON INVESTMENT ADVISORY SERVICES, INC. 29290.01%1.61%9.49%Q3 2016Q3 202329
Glenview Trust Co 2810.02%0.05%0.08%Q4 2015Q3 202329
Tortoise Investment Management, LLC 29290.01%0.24%2.44%Q4 2012Q4 201929
CAPRIN ASSET MANAGEMENT LLC /ADV 29290.19%0.77%9.35%Q4 2015Q4 202229
TCTC Holdings, LLC 1410.65%1.15%1.59%Q2 2013Q3 202329
Chicago Partners Investment Group LLC 1850.03%0.30%0.84%Q4 2015Q3 202329
Snowden Capital Advisors LLC 1920.04%0.40%1.62%Q1 2016Q3 202329
Carroll Financial Associates, Inc. 2720.00%0.03%0.04%Q2 2014Q4 202129
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18110.02%1.03%4.69%Q3 2015Q4 202229
Alley Co LLC 29291.02%2.93%3.71%Q4 2014Q4 202129
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.18%0.77%1.50%Q4 2016Q3 202328
FARMERS & MERCHANTS INVESTMENTS INC 2310.00%0.05%0.12%Q2 2013Q3 202328
RFG Advisory, LLC 2710.05%0.41%1.82%Q2 2015Q3 202328
Grove Bank & Trust 17110.05%2.34%8.61%Q4 2015Q3 202328
Steward Partners Investment Advisory, LLC 28280.04%0.19%0.83%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.60%0.98%1.60%Q2 2013Q1 202028
DIMENSION CAPITAL MANAGEMENT LLC 28281.27%3.90%6.39%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.30%1.45%Q4 2016Q3 202328
PALLADIUM PARTNERS LLC 1810.02%0.51%1.24%Q2 2013Q3 202128
Ancora Advisors LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.27%0.87%2.95%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.01%0.06%0.19%Q4 2016Q3 202328
Calamos Wealth Management LLC 28280.05%0.18%0.40%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.06%0.11%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.46%3.10%8.48%Q4 2016Q3 202328
Simplicity Solutions, LLC 1420.02%0.25%0.74%Q2 2015Q3 202328
Armor Investment Advisors, LLC 28280.94%2.70%4.19%Q4 2016Q3 202328
Eagle Ridge Investment Management 27270.06%1.26%3.74%Q3 2015Q1 202227
Johnson Financial Group, Inc. 2010.01%0.09%0.27%Q4 2013Q4 202227
Smithfield Trust Co 2160.12%0.72%4.04%Q2 2013Q3 202327
ASPIRIANT, LLC 1610.02%0.23%0.58%Q2 2013Q3 202327
ETRADE Capital Management LLC 2250.00%0.40%1.47%Q2 2013Q3 202027
Global Retirement Partners, LLC 2070.02%0.05%0.10%Q4 2016Q3 202327
Probity Advisors, Inc. 920.87%3.11%7.00%Q2 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.12%0.51%1.27%Q2 2013Q4 201927
Rathbones Group PLC 27270.01%0.02%0.04%Q1 2017Q3 202327
Canal Capital Management, LLC 17100.20%0.76%3.38%Q4 2016Q3 202327
Evercore Wealth Management, LLC 1410.00%0.01%0.02%Q2 2013Q3 202327
Gilbert & Cook, Inc. 2340.19%3.26%8.26%Q4 2016Q3 202327
Catalyst Capital Advisors LLC 27270.01%0.39%1.23%Q1 2017Q3 202327
BOSTON ADVISORS LLC 26260.03%0.07%0.14%Q2 2013Q3 201926
V Wealth Advisors LLC 26260.06%0.20%0.49%Q1 2016Q2 202226
NEXT Financial Group, Inc 1320.00%0.12%0.28%Q3 2014Q4 202126
Israel Discount Bank of New York 1793.36%7.44%11.53%Q1 2017Q3 202326
Stonehage Fleming Financial Services Holdings Ltd 1510.01%0.07%0.15%Q3 2015Q3 202326
Parkside Investments, LLC 14120.11%2.86%7.79%Q1 2017Q3 202326
BROWN BROTHERS HARRIMAN & CO 1310.00%0.31%1.60%Q2 2013Q2 202326
Foothills Asset Management, Ltd. 26262.43%5.68%9.08%Q4 2013Q1 202026
LeJeune Puetz Investment Counsel LLC 26260.32%0.53%0.74%Q4 2016Q1 202326
Aldebaran Financial Inc. 1420.15%0.51%1.94%Q4 2013Q2 202326
OneDigital Investment Advisors LLC 26260.03%0.26%1.04%Q2 2017Q3 202326
Pinkerton Retirement Specialists, LLC 16100.00%0.70%2.11%Q4 2014Q3 202326
SL ADVISORS, LLC 1810.46%2.16%4.33%Q2 2016Q1 202326
SUNTRUST BANKS INC 26260.13%0.31%0.70%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.06%0.16%0.28%Q2 2013Q3 201926
HBK Sorce Advisory LLC 1970.03%0.12%0.23%Q2 2016Q4 202226
MML INVESTORS SERVICES, LLC 26260.06%0.28%0.70%Q2 2017Q3 202326
Sargent Bickham Lagudis LLC 14120.00%0.02%0.07%Q1 2016Q4 202226
Kistler-Tiffany Companies, LLC 26260.04%0.24%1.24%Q2 2013Q3 201926
Ballentine Partners, LLC 26260.03%0.08%0.15%Q2 2017Q3 202326
Norway Savings Bank 26260.08%0.67%1.50%Q2 2017Q3 202326
STEPHENS INC /AR/ 2230.78%1.57%2.37%Q2 2013Q3 202325
BOSTON FINANCIAL MANGEMENT LLC 2140.02%0.32%1.95%Q4 2016Q3 202325
Martin Capital Partners, LLC 25250.97%2.25%2.75%Q4 2017Q4 202325
Westside Investment Management, Inc. 1510.00%0.11%0.64%Q4 2016Q3 202325
Covenant Asset Management, LLC 25250.09%0.23%0.68%Q4 2016Q4 202225
BDO Wealth Advisors, LLC 25250.30%1.42%3.86%Q2 2017Q2 202325
CITY HOLDING CO 14110.00%0.00%0.01%Q1 2014Q3 202325
JOHNSON INVESTMENT COUNSEL INC 25250.02%0.05%0.08%Q2 2013Q2 201925
Hirtle Callaghan & Co LLC 25250.38%7.14%11.72%Q3 2017Q3 202325
Betterment LLC 25250.00%0.03%0.05%Q3 2017Q3 202325
EASTERN BANK 25250.01%0.75%3.09%Q2 2013Q2 201925
SENTINEL TRUST CO LBA 25250.06%0.18%0.47%Q2 2013Q2 201925
EVERGREEN CAPITAL MANAGEMENT LLC 25250.06%0.26%0.72%Q3 2017Q3 202325
PINNACLE FINANCIAL PARTNERS INC 2410.03%0.27%0.53%Q2 2017Q3 202325
CHEMICAL BANK 25250.03%0.06%0.10%Q2 2013Q2 201925
One Capital Management, LLC 25253.39%6.22%8.22%Q3 2017Q3 202325
Hochman Cole Investment Advisors, Inc. 24240.34%1.41%2.95%Q4 2015Q3 202124
Gradient Capital Advisors, LLC 24240.98%1.43%1.80%Q4 2017Q3 202324
New Potomac Partners, LLC 24240.23%1.20%1.92%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.03%0.19%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 1710.00%0.16%0.51%Q4 2014Q3 202324
Lutz Financial Services LLC 24240.34%2.31%3.82%Q4 2017Q3 202324
Front Row Advisors LLC 24240.03%0.06%0.10%Q4 2017Q3 202324
Mount Lucas Management LP 830.01%0.16%0.32%Q1 2016Q3 202324
TERRIL BROTHERS, INC. 2210.05%0.12%0.37%Q3 2014Q1 202224
Integrated Wealth Concepts LLC 24240.10%0.66%2.24%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.21%0.45%0.63%Q4 2017Q3 202324
Perella Weinberg Partners Capital Management LP 1950.28%1.66%14.79%Q1 2017Q3 202324
Mascoma Wealth Management LLC 12120.10%2.42%6.38%Q4 2016Q3 202324
Wilshire Advisors LLC 1861.17%3.72%8.04%Q1 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.04%0.07%0.16%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.08%0.33%Q2 2013Q1 201924
Hugh Johnson Advisors LLC 14100.09%1.06%1.59%Q2 2013Q2 201924
Bigelow Investment Advisors, LLC 24241.52%3.98%6.33%Q4 2017Q3 202324
Prospera Financial Services Inc 14100.03%0.09%0.44%Q2 2013Q3 202324
BOKF, NA 1590.02%0.05%0.10%Q3 2017Q3 202324
WealthShield Partners, LLC 24240.02%0.42%2.08%Q4 2017Q3 202324
Aries Wealth Management 24240.36%2.14%3.03%Q4 2017Q3 202324
PDS Planning, Inc 24242.18%2.95%3.59%Q4 2017Q3 202324
Live Your Vision, LLC 24240.01%2.86%8.70%Q2 2013Q1 201924
Mutual Advisors, LLC 24240.16%0.28%0.55%Q4 2017Q3 202324
Gateway Advisory, LLC 2040.05%10.19%14.07%Q2 2013Q1 202224
FINANCIAL LIFE ADVISORS 24240.23%1.21%5.59%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
MCF Advisors LLC 2010.00%3.26%10.56%Q4 2011Q3 202324
Johanson Financial Advisors, Inc. 2042.15%3.80%6.33%Q4 2015Q4 202124
Verdence Capital Advisors LLC 24240.05%0.07%0.10%Q4 2017Q3 202324
Migdal Insurance & Financial Holdings Ltd. 1770.00%0.03%0.80%Q3 2017Q3 202324
ALLSTATE CORP 24240.44%8.77%29.47%Q4 2017Q3 202324
Horan Securities, Inc. 1110.02%0.14%0.43%Q3 2016Q3 202324
Mitsubishi UFJ Trust & Banking Corp 1860.00%0.04%0.25%Q3 2014Q3 202324
STEPHENS GROUP ASSET MANAGEMENT, LLC 24240.37%2.64%6.51%Q4 2017Q3 202324
SAGE FINANCIAL GROUP INC 2010.16%1.17%3.53%Q4 2013Q3 202323
TRUE Private Wealth Advisors 2210.03%0.12%0.39%Q3 2017Q3 202323
DAVIS R M INC 23230.06%0.65%1.76%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.11%0.64%Q4 2016Q2 202223
PFS INVESTMENTS INC. 23230.44%0.64%0.91%Q4 2017Q2 202323
Independence Bank of Kentucky 23230.02%0.03%0.04%Q1 2018Q3 202323
NewEdge Advisors, LLC 23230.03%0.27%0.91%Q1 2018Q3 202323
COMERICA SECURITIES INC 23230.19%0.36%0.93%Q2 2013Q4 201823
AT Bancorp 23230.03%0.12%0.27%Q2 2013Q4 201823
CIBC WORLD MARKET INC. 1630.00%0.01%0.02%Q2 2013Q3 202323
SeaCrest Wealth Management, LLC 1760.02%0.08%0.20%Q4 2017Q3 202323
HL FINANCIAL SERVICES LLC 1850.06%0.26%0.44%Q2 2013Q1 201923
CEDAR HILL ASSOCIATES, LLC 23232.21%3.06%4.45%Q2 2013Q4 201823
Sterling Investment Advisors, Ltd. 23230.01%0.05%0.10%Q4 2016Q2 202223
Rockefeller Capital Management L.P. 23230.01%0.04%0.08%Q1 2018Q3 202323
Horizon Investments, LLC 930.00%0.11%0.74%Q2 2016Q3 202323
Horizon Kinetics 23230.04%0.07%0.09%Q2 2013Q4 201823
Capital Asset Advisory Services LLC 22220.01%1.93%4.73%Q2 2017Q3 202222
W.G. Shaheen & Associates DBA Whitney & Co 22220.06%2.58%6.35%Q2 2017Q3 202222
Stockman Wealth Management, Inc. 1750.11%0.58%2.98%Q3 2016Q3 202322
Jacobi Capital Management LLC 22220.01%0.03%0.06%Q2 2016Q3 202122
Torch Wealth Management LLC 1441.01%1.74%2.52%Q4 2013Q4 201922
CIBC BANK USA 2110.03%0.06%0.15%Q2 2013Q2 201922
OPPENHEIMER ASSET MANAGEMENT INC. 2020.01%0.12%0.22%Q1 2017Q3 202322
Hudock, Inc. 22220.01%3.01%22.37%Q2 2013Q3 201822
Accuvest Global Advisors 22220.13%0.59%2.46%Q2 2013Q3 201822
JCIC Asset Management Inc. 2110.01%0.01%0.02%Q1 2018Q3 202322
BARCLAYS PLC 1210.00%0.01%0.04%Q2 2013Q2 202222
EVERMAY WEALTH MANAGEMENT LLC 22220.03%0.07%0.10%Q2 2017Q3 202222
Transamerica Financial Advisors, Inc. 1010.00%0.02%0.07%Q2 2013Q3 202222
Ledyard National Bank 2020.00%0.01%0.04%Q1 2014Q3 202322
J. L. Bainbridge & Co., Inc. 22220.04%0.08%0.13%Q2 2018Q3 202322
WealthPLAN Partners, LLC 910.00%0.18%1.45%Q1 2015Q4 202322
TRUST CO OF VIRGINIA /VA 22220.03%0.04%0.05%Q2 2017Q3 202222
Sarasin & Partners LLP 1480.02%0.03%0.06%Q1 2016Q3 202122
PARK AVENUE SECURITIES LLC 1410.03%0.72%2.84%Q3 2015Q3 202322
JNBA Financial Advisors 1010.00%0.01%0.06%Q3 2013Q1 202322
McIlrath & Eck, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
CONFLUENCE INVESTMENT MANAGEMENT LLC 1210.01%0.06%0.73%Q2 2013Q4 202222
BerganKDV Wealth Management, LLC 21210.00%0.03%0.28%Q2 2018Q2 202321
Fieldpoint Private Securities, LLC 2010.02%0.24%0.47%Q1 2017Q2 202221
FLAGSHIP HARBOR ADVISORS, LLC 21210.02%0.05%0.10%Q1 2017Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.42%0.95%1.73%Q3 2018Q3 202321
Stearns Financial Services Group 1290.00%0.23%0.86%Q2 2013Q3 202021
Members Trust Co 1423.05%11.21%17.27%Q2 2016Q3 202321
SWARTHMORE GROUP INC 21210.14%0.69%1.51%Q2 2013Q2 201821
Financial Enhancement Group LLC 1120.01%0.25%0.72%Q2 2015Q4 202121
SouthState Corp 1310.54%1.09%2.08%Q2 2013Q3 202321
Jackson Wealth Management, LLC 21210.52%2.11%4.01%Q4 2014Q4 201921
Pinnacle Bancorp, Inc. 2010.03%0.06%0.16%Q1 2017Q3 202321
Prime Capital Investment Advisors, LLC 1740.03%1.05%3.08%Q2 2018Q3 202321
AGILIS PARTNERS LLC 1140.03%1.07%2.39%Q4 2015Q2 202121
Stonebridge Capital Advisors LLC 21210.07%0.16%0.24%Q3 2018Q3 202321
Van Hulzen Asset Management, LLC 11100.10%1.30%2.40%Q2 2017Q4 202221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.04%0.06%0.08%Q3 2018Q3 202321
Kingfisher Capital LLC 1310.08%0.98%3.00%Q2 2013Q1 202221
Bellecapital International Ltd. 1920.16%1.24%2.38%Q4 2013Q3 202321
Vectors Research Management, LLC 21210.89%5.28%8.30%Q3 2018Q3 202321
NOVARE CAPITAL MANAGEMENT LLC 1810.03%0.08%0.49%Q4 2013Q2 202121
Regal Investment Advisors LLC 710.02%0.13%0.34%Q2 2013Q3 202321
WEST PACES ADVISORS INC. 930.00%0.14%0.42%Q4 2016Q3 202321
ADVISORY RESEARCH INC 1470.01%0.11%0.59%Q1 2018Q3 202321
Peloton Wealth Strategists 1920.14%0.22%0.31%Q1 2018Q3 202321
Anchor Investment Management, LLC 21210.01%0.03%0.05%Q1 2016Q1 202121
Covington Capital Management 21210.11%0.19%0.26%Q3 2017Q3 202221
Nicholas Hoffman & Company, LLC. 1910.05%0.12%0.18%Q2 2016Q3 202120
American Financial Advisors, LLC 20200.08%0.63%6.97%Q4 2018Q3 202320
EFG Asset Management (Americas) Corp. 20200.03%0.16%0.34%Q3 2014Q2 201920
FIRST MANHATTAN CO. LLC. 1310.00%0.00%0.00%Q3 2017Q3 202320
PROFFITT & GOODSON INC 20200.74%1.69%2.75%Q4 2018Q3 202320
American Portfolios Advisors 20200.35%0.63%0.92%Q4 2017Q3 202220
MENLO ADVISORS LLC 20200.72%1.27%1.81%Q2 2013Q1 201820
Vivaldi Capital Management LP 20200.08%0.15%0.68%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.03%0.07%Q4 2018Q3 202320
Cito Capital Group, LLC 20200.16%0.22%0.30%Q4 2018Q3 202320
THOMASPARTNERS, INC. 20200.06%0.49%2.10%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.07%0.22%0.59%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.15%0.19%0.26%Q2 2013Q1 201820
Capital Investment Advisory Services, LLC 20200.00%0.12%0.96%Q4 2018Q3 202320
First Heartland Consultants, Inc. 1220.04%0.13%0.21%Q2 2013Q3 202120
BARINGS LLC 20200.12%1.26%9.66%Q4 2018Q3 202320
DAVIDSON INVESTMENT ADVISORS 1730.02%0.36%1.83%Q2 2013Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.03%0.05%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.15%1.28%2.61%Q1 2016Q4 202020
Carnegie Capital Asset Management, LLC 1040.04%0.06%0.16%Q1 2016Q1 202220
CREATIVE FINANCIAL DESIGNS INC /ADV 1460.00%0.03%0.29%Q4 2016Q3 202320
CREDIT SUISSE AG/ 1210.00%0.01%0.04%Q1 2013Q1 202220
CAMG Solamere Management, LLC 20200.14%0.37%0.90%Q4 2016Q3 202120
LAZARD ASSET MANAGEMENT LLC 1910.01%0.03%0.06%Q3 2018Q3 202320
Boltwood Capital Management 1190.12%0.67%1.07%Q4 2015Q4 202320
COLONY GROUP LLC 940.01%0.10%0.48%Q4 2013Q3 202320
Haverford Financial Services, Inc. 1910.07%0.12%0.17%Q1 2016Q1 202220
FOUNDERS FINANCIAL SECURITIES LLC 20200.12%0.21%0.33%Q4 2016Q3 202120
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.01%1.54%10.46%Q2 2017Q1 202220
EP Wealth Advisors, LLC 1810.01%3.99%11.96%Q1 2015Q3 202320
PRUDENTIAL FINANCIAL INC 20200.00%0.01%0.04%Q4 2018Q3 202320
Archer Investment Corp 20200.03%0.08%0.14%Q4 2018Q3 202320
NORTH AMERICAN MANAGEMENT CORP 1190.07%0.08%0.11%Q1 2016Q1 202120
Charles Schwab Investment Advisory, Inc. 1210.00%0.05%0.35%Q2 2018Q3 202320
MASSMUTUAL TRUST CO FSB/ADV 20200.02%0.08%0.16%Q1 2019Q4 202320
ARGI Investment Services, LLC 20200.02%0.74%1.77%Q2 2013Q1 201820
AVALON CAPITAL MANAGEMENT 20200.26%0.42%0.52%Q2 2013Q1 201820
Princeton Global Asset Management LLC 20200.33%0.48%0.60%Q4 2018Q3 202320
Wealthstar Advisors, LLC 1091.20%2.29%3.91%Q1 2018Q3 202319
BRAVE ASSET MANAGEMENT INC 19190.42%0.54%0.67%Q1 2014Q3 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
EAGLE ASSET MANAGEMENT INC 19190.00%0.01%0.01%Q1 2019Q3 202319
Chevy Chase Trust Holdings, LLC 1540.00%0.01%0.05%Q3 2013Q2 201819
GODSEY & GIBB, INC 1330.05%0.14%0.47%Q1 2018Q3 202319
FAS Wealth Partners, Inc. 1420.00%3.15%31.48%Q4 2013Q3 202319
First National Bank of South Miami 19190.96%2.21%3.23%Q4 2018Q2 202319
SONATA CAPITAL GROUP INC 19190.30%0.38%0.51%Q4 2014Q2 201919
OARSMAN CAPITAL, INC. 1230.10%0.24%0.63%Q4 2013Q1 202119
TWO SIGMA SECURITIES, LLC 510.00%0.06%0.89%Q3 2015Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.08%0.47%0.86%Q1 2019Q3 202319
LEVEL FOUR ADVISORY SERVICES, LLC 810.02%0.03%0.08%Q4 2016Q3 202319
SevenBridge Financial Group, LLC 1310.00%0.58%2.41%Q2 2016Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.08%0.36%0.99%Q1 2019Q3 202319
Cypress Wealth Services, LLC 19190.10%0.56%1.43%Q2 2018Q4 202219
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.02%0.02%Q2 2013Q4 201719
Wealthcare Advisory Partners LLC 1310.01%0.03%0.07%Q3 2017Q4 202219
TSFG, LLC 19190.03%0.08%0.16%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1023.87%5.02%8.14%Q3 2018Q3 202319
TimeScale Financial, Inc. 19190.02%1.67%6.79%Q4 2018Q2 202319
FORTE CAPITAL LLC /ADV 19190.50%1.01%2.28%Q3 2014Q1 201919
Matthew Goff Investment Advisor, LLC 1810.05%1.93%5.26%Q4 2017Q3 202319
Psagot Value Holdings Ltd. 1630.00%0.02%0.06%Q2 2013Q2 201819
SUMITOMO MITSUI FINANCIAL GROUP, INC. 19190.23%1.91%2.96%Q1 2019Q3 202319
First Financial Bank - Trust Division 19190.03%0.12%0.18%Q4 2015Q2 202019
ACG Wealth 1630.03%0.78%2.39%Q4 2014Q3 202219
TD ASSET MANAGEMENT INC 19190.00%0.02%0.04%Q1 2019Q3 202319
Leonetti & Associates, LLC 1810.61%4.29%13.64%Q2 2013Q4 201819
Astor Investment Management LLC 1450.00%1.93%4.72%Q4 2018Q3 202319
IFC Holdings Incorporated/FL 19190.03%0.16%1.30%Q2 2013Q4 201719
BBVA USA Bancshares, Inc. 18180.04%0.29%0.41%Q4 2016Q1 202118
DUFF & PHELPS INVESTMENT MANAGEMENT CO 18180.26%0.67%2.14%Q2 2013Q3 201718
High Falls Advisors, Inc 1440.10%1.66%5.90%Q4 2015Q3 202318
RELIANCE TRUST CO OF DELAWARE 1170.14%0.62%0.78%Q2 2013Q1 201918
GREAT LAKES ADVISORS, LLC 18180.01%0.02%0.03%Q1 2014Q2 201818
Alaska Permanent Capital Management 1410.02%0.03%0.21%Q2 2013Q3 202318
HALL LAURIE J TRUSTEE 1350.19%0.23%0.29%Q2 2013Q4 201718
Larson Financial Group LLC 1440.00%0.33%1.70%Q4 2018Q3 202318
Apriem Advisors 18180.06%0.48%1.41%Q2 2013Q3 201718
Cresset Asset Management, LLC 1440.00%0.01%0.02%Q4 2018Q3 202318
Aspire Private Capital, LLC 18180.00%0.28%0.68%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.02%0.11%0.22%Q1 2019Q2 202318
HNP Capital LLC 18180.45%5.54%8.83%Q4 2018Q1 202318
AMERICAN INTERNATIONAL GROUP, INC. 1260.00%0.81%4.99%Q2 2013Q3 202118
AE Wealth Management LLC 18180.05%0.23%0.50%Q2 2019Q3 202318
Private Capital Group, LLC 18180.20%0.33%0.57%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.43%0.77%0.97%Q2 2013Q3 201718
LINCOLN NATIONAL CORP 1440.01%0.01%0.01%Q1 2019Q3 202318
Westover Capital Advisors, LLC 18182.70%3.55%4.02%Q2 2013Q3 201718
Money Design Co.,Ltd. 1350.97%3.31%5.79%Q1 2019Q3 202318
SVB WEALTH LLC 18180.02%0.13%0.38%Q2 2019Q3 202318
GREENWOOD GEARHART INC 18182.91%4.14%6.50%Q2 2019Q3 202318
Financial Advocates Investment Management 18180.02%0.09%0.25%Q4 2017Q1 202218
Brown Advisory Securities, LLC 1350.04%0.10%0.23%Q4 2015Q2 202118
Shepherd Financial Partners LLC 1440.05%0.12%0.34%Q2 2017Q3 202318
NATIONAL PLANNING CORP 18180.03%0.21%1.30%Q2 2013Q3 201718
Stadion Money Management, LLC 18180.21%0.59%1.22%Q2 2013Q3 201718
Advisors Asset Management, Inc. 1080.00%0.01%0.01%Q3 2015Q2 202318
Keel Point, LLC 18180.11%0.20%0.35%Q2 2019Q3 202318
KANAWHA CAPITAL MANAGEMENT LLC 18180.10%0.24%0.40%Q2 2019Q3 202318
NORRIS PERNE & FRENCH LLP/MI 18180.05%0.13%0.30%Q1 2014Q2 201818
ICONIQ Capital, LLC 1510.02%0.84%13.79%Q1 2013Q1 201918
MERITAGE PORTFOLIO MANAGEMENT 17170.79%1.58%3.30%Q3 2019Q3 202317
Ally Invest Advisors Inc. 17170.23%0.43%0.54%Q3 2019Q3 202317
Old Port Advisors 1610.14%0.18%0.28%Q2 2018Q3 202217
CAMDEN NATIONAL BANK 17170.07%0.11%0.18%Q2 2018Q2 202217
Bull Street Advisors, LLC 17172.34%2.71%3.28%Q3 2019Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1070.03%0.26%1.44%Q2 2013Q3 201717
Lido Advisors, LLC 1210.00%0.09%0.88%Q1 2016Q2 202317
Banco Santander, S.A. 1520.00%0.09%1.17%Q1 2018Q3 202317
EQUITABLE TRUST CO 1020.03%0.69%2.33%Q3 2018Q3 202317
CAPE COD FIVE CENTS SAVINGS BANK 810.05%0.63%3.43%Q2 2013Q4 201817
BKS ADVISORS, LLC 17170.59%0.74%0.93%Q1 2015Q1 201917
PLIMOTH TRUST CO LLC 17170.10%0.97%1.87%Q3 2019Q3 202317
Patten Group, Inc. 17170.00%0.12%0.22%Q4 2014Q4 201817
IBERIABANK CORP 1120.04%0.15%0.40%Q4 2012Q2 202017
Chesapeake Wealth Management 1610.07%0.17%0.38%Q1 2018Q2 202217
SP Asset Management 1430.44%0.92%1.64%Q2 2018Q3 202217
Richard Bernstein Advisors LLC 17170.00%0.11%0.27%Q3 2016Q3 202017
Physician Wealth Advisors, Inc. 17170.11%0.56%1.52%Q3 2019Q3 202317
Phoenix Holdings Ltd. 17170.01%0.07%0.19%Q3 2019Q3 202317
Goelzer Investment Management, Inc. 17170.07%0.75%1.12%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.04%0.10%Q2 2013Q2 201717
Baldrige Asset Management LLC 17170.06%0.54%1.53%Q1 2019Q1 202317
Arden Trust Co 17170.04%0.18%0.60%Q2 2019Q2 202317
Bedel Financial Consulting, Inc. 17170.00%0.00%0.01%Q1 2018Q1 202217
AFT, FORSYTH & COMPANY, INC. 1520.12%0.49%1.01%Q2 2013Q2 202117
BEACON TRUST CO 17172.33%3.21%4.86%Q1 2013Q1 201717
Peachtree Investment Advisors, Inc. 16160.19%0.42%0.71%Q4 2013Q3 201716
KCS Wealth Advisory 1420.42%0.92%1.69%Q4 2018Q4 202216
RITHOLTZ WEALTH MANAGEMENT 16160.08%1.34%2.85%Q4 2019Q3 202316
HORIZON KINETICS ASSET MANAGEMENT LLC 16160.04%0.08%0.12%Q1 2019Q4 202216
CENTAURUS FINANCIAL, INC. 740.01%0.06%0.32%Q2 2018Q3 202316
SUMMIT FINANCIAL GROUP, INC. 1510.09%0.86%1.27%Q2 2019Q3 202316
COMERICA SECURITIES,INC. 16160.16%0.65%1.40%Q1 2019Q4 202216
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.04%0.06%Q4 2019Q3 202316
PHILLIPS FINANCIAL MANAGEMENT, LLC 1510.03%0.07%0.11%Q3 2019Q3 202316
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16160.01%0.01%0.02%Q4 2013Q3 201716
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.01%0.44%0.93%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16164.71%7.09%9.94%Q2 2013Q1 201716
Cypress Wealth Advisors LLC 16160.48%3.58%7.18%Q2 2015Q1 201916
Asset Allocation & Management Company, LLC 16163.58%17.24%32.32%Q4 2019Q3 202316
St. James Investment Company, LLC 16160.06%0.12%0.19%Q1 2016Q4 201916
Carl P. Sherr & Co., LLC 16160.31%4.28%6.55%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.23%0.44%0.62%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.86%1.72%2.80%Q4 2019Q3 202316
Family Management Corp 1150.03%2.74%9.88%Q4 2018Q4 202216
Orion Portfolio Solutions, LLC 16160.01%0.16%0.33%Q4 2019Q3 202316
Fortis Capital Management LLC 16161.23%3.33%5.62%Q4 2019Q3 202316
Fiduciary Trust Co International of Pennsylvania 910.06%0.26%2.54%Q2 2013Q1 202016
Great Diamond Partners, LLC 16160.26%1.71%5.50%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.13%0.19%0.24%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.29%0.45%0.86%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.15%3.51%10.10%Q4 2019Q3 202316
Mirae Asset Global Investments Co., Ltd. 1060.01%0.07%0.51%Q3 2016Q3 202316
Kingsview Wealth Management, LLC 820.04%0.09%0.17%Q2 2017Q3 202316
TCI Wealth Advisors, Inc. 1510.01%0.03%0.04%Q4 2012Q2 201916
COLTON GROOME FINANCIAL ADVISORS, LLC 16160.12%0.55%1.48%Q2 2019Q1 202316
Core Wealth Advisors, Inc. 16162.54%3.86%6.15%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1510.01%0.01%0.02%Q4 2013Q4 202016
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.11%0.84%1.87%Q4 2019Q3 202316
Traverso Chambers Private Wealth Management, LLC 16160.15%0.27%0.39%Q4 2018Q3 202216
NYL Investors LLC 930.17%7.14%27.59%Q1 2018Q3 202316
Brick & Kyle, Associates 1510.95%1.18%1.48%Q4 2014Q1 202016
AJ WEALTH STRATEGIES, LLC 1150.05%0.29%0.91%Q4 2016Q2 202316
Financial Gravity Asset Management, Inc. 1030.00%0.67%1.60%Q1 2018Q3 202316
Integrated Advisors Network LLC 16160.26%0.66%1.24%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.41%2.35%3.54%Q4 2019Q3 202316
Certified Advisory Corp 1150.07%0.21%0.69%Q4 2017Q1 202216
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.05%0.26%0.52%Q1 2020Q3 202315
MOTCO 610.00%0.02%0.04%Q2 2013Q1 202215
GeoWealth Management, LLC 15150.00%0.96%3.17%Q4 2019Q2 202315
Equitable Holdings, Inc. 1410.00%0.06%0.15%Q4 2019Q3 202315
RED CEDAR INVESTMENT MANAGEMENT, LLC 15150.04%0.12%0.15%Q1 2020Q3 202315
KANALY TRUST CO 15150.59%0.95%2.34%Q2 2013Q4 201615
WestEnd Advisors, LLC 15150.01%0.05%0.26%Q2 2013Q4 201615
Aviance Capital Partners, LLC 1140.05%0.27%0.61%Q4 2016Q3 202315
MEITAV INVESTMENT HOUSE LTD 710.01%0.03%0.12%Q2 2018Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.17%0.32%0.40%Q1 2020Q3 202315
B. Riley Wealth Management, Inc. 640.00%0.09%0.26%Q1 2014Q2 202215
MSI Financial Services Inc 15150.13%0.22%0.38%Q2 2013Q4 201615
Citadel Advisors 410.00%0.00%0.01%Q4 2015Q2 202315
SEI INVESTMENTS CO 810.00%0.00%0.00%Q4 2015Q1 202315
BlackRock Investment Management, LLC 15150.02%0.11%0.14%Q2 2013Q4 201615
Procyon Advisors, LLC 15150.02%0.22%0.44%Q1 2020Q3 202315
NWAM LLC 1210.04%0.11%0.21%Q3 2019Q3 202315
Retirement Group, LLC 1410.08%0.44%1.42%Q4 2019Q3 202315
Bramshill Investments, LLC 630.02%0.11%0.34%Q2 2017Q4 202215
PATHSTONE FAMILY OFFICE, LLC 15150.01%0.45%2.20%Q1 2020Q3 202315
Cornerstone Management, Inc. 15157.63%9.03%10.20%Q4 2014Q2 201815
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.62%3.08%Q2 2019Q4 202215
Wealthspire Advisors, L.P. 1410.01%0.02%0.02%Q4 2015Q3 201915
KMG FIDUCIARY PARTNERS, LLC 1410.07%0.25%0.52%Q4 2019Q3 202315
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1010.00%0.00%0.00%Q2 2013Q3 201915
Bogart Wealth, LLC 15150.00%0.94%3.74%Q1 2020Q3 202315
Plante Moran Financial Advisors, LLC 910.00%0.02%0.04%Q4 2016Q1 202315
Advisor Group, Inc. 15150.06%0.09%0.13%Q2 2016Q4 201915
Perigon Wealth Management, LLC 1210.00%0.05%0.12%Q3 2011Q3 202315
Faithward Advisors, LLC 1140.01%0.01%0.03%Q4 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.01%0.07%0.20%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
HENGEHOLD CAPITAL MANAGEMENT LLC 810.05%2.26%6.48%Q2 2013Q3 202115
Belpointe Asset Management LLC 15150.02%0.09%0.18%Q3 2019Q1 202315
Nichols Asset Management LLC 15150.05%0.72%2.81%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
Community Financial Services Group, LLC 1050.09%4.96%14.31%Q2 2013Q4 202115
TRUEFG, LLC 15150.18%0.26%0.40%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.40%0.88%1.22%Q4 2019Q3 202315
BALDWIN BROTHERS LLC/MA 1050.01%0.01%0.01%Q1 2020Q4 202315
RELIANCE TRUST CO 870.13%2.93%9.00%Q2 2013Q3 201715
BlackRock Institutional Trust Company, N.A. 15150.02%0.02%0.03%Q2 2013Q4 201615
MANNING & NAPIER ADVISORS LLC 15150.08%0.10%0.13%Q1 2014Q3 201715
RHS Financial, LLC 15150.21%1.43%4.65%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 720.00%0.00%0.01%Q4 2017Q3 202315
JT Stratford LLC 1410.14%0.31%0.67%Q4 2016Q3 202315
Stillwater Capital Advisors, LLC 960.06%1.05%3.52%Q3 2018Q2 202215
AMG National Trust Bank 1410.02%0.18%0.30%Q1 2019Q3 202315
TAP Consulting, LLC 14140.12%0.56%1.64%Q3 2019Q4 202214
WESTWOOD HOLDINGS GROUP INC 14140.00%0.01%0.01%Q1 2020Q2 202314
STRATEGY ASSET MANAGERS LLC 14140.25%0.61%1.05%Q2 2020Q3 202314
RONALD BLUE & CO LLC 1130.02%0.15%1.02%Q4 2013Q2 201714
CVA Family Office, LLC 14140.02%0.03%0.08%Q1 2020Q2 202314
Mosaic Family Wealth, LLC 14140.02%0.41%0.77%Q4 2015Q1 201914
Cornerstone Wealth Management, LLC 410.00%0.06%0.13%Q3 2016Q3 202314
J.W. COLE ADVISORS, INC. 810.08%0.23%0.40%Q4 2019Q3 202314
Asset Advisors Investment Management, LLC 14140.03%0.98%2.81%Q3 2018Q4 202114
CNB Bank 950.00%0.06%0.16%Q1 2020Q3 202314
IFG Advisory, LLC 520.03%0.12%0.40%Q4 2017Q3 202314
Csenge Advisory Group 1310.01%0.26%0.63%Q3 2018Q3 202314
PrairieView Partners, LLC 14140.00%0.01%0.05%Q3 2019Q4 202214
Arkadios Wealth Advisors 1130.00%0.20%1.00%Q4 2019Q3 202314
Strategic Investment Advisors / MI 860.09%0.71%1.86%Q2 2019Q1 202314
Independent Portfolio Consultants, Inc. 14140.00%0.17%0.42%Q1 2014Q2 201714
PAYDEN & RYGEL 14140.02%0.25%0.54%Q1 2020Q2 202314
Sound View Wealth Advisors Group, LLC 14140.04%0.07%0.12%Q2 2020Q3 202314
Concert Wealth Management Inc. 770.03%0.04%0.07%Q2 2013Q1 201714
Bernardo Wealth Planning LLC 14140.74%2.11%4.55%Q2 2020Q3 202314
MGO ONE SEVEN LLC 1210.00%0.03%0.04%Q4 2017Q3 202314
Monument Capital Management 14140.23%0.82%1.22%Q3 2018Q4 202114
Pacifica Partners Inc. 14140.00%0.03%0.08%Q4 2019Q1 202314
SIGNATUREFD, LLC 14140.00%0.01%0.03%Q1 2020Q2 202314
OLD MISSION CAPITAL LLC 510.04%0.33%0.79%Q1 2018Q3 202314
IMA Wealth, Inc. 1130.12%0.13%0.16%Q2 2013Q4 201614
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14140.60%0.92%1.26%Q2 2020Q3 202314
BENJAMIN EDWARDS INC 14140.00%0.95%3.05%Q2 2020Q3 202314
GARRISON POINT ADVISORS, LLC 14140.24%0.28%0.34%Q2 2020Q3 202314
Crewe Advisors LLC 770.01%0.18%0.54%Q4 2017Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.06%0.11%0.20%Q2 2013Q3 201614
Pure Financial Advisors, LLC 14140.64%2.94%4.46%Q3 2020Q4 202314
Lineweaver Wealth Advisors, LLC 14140.09%1.37%4.24%Q2 2020Q3 202314
Laurel Wealth Advisors, Inc. 950.02%0.06%0.20%Q2 2019Q4 202214
Graypoint LLC 1310.10%0.46%0.70%Q1 2020Q3 202314
LBA Wealth Management, LLC 14143.68%5.97%8.05%Q4 2013Q1 201714
NOTTINGHAM ADVISORS, INC. 1310.03%0.45%1.99%Q4 2014Q4 202214
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.01%Q4 2018Q3 202214
ATLAS CAPITAL ADVISORS LLC 1110.00%0.05%0.14%Q1 2019Q3 202314
MATTERN CAPITAL MANAGEMENT, LLC 14140.04%0.19%0.66%Q2 2020Q3 202314
Successful Portfolios LLC 14140.41%0.72%1.37%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.26%2.09%6.89%Q2 2020Q3 202314
New World Advisors LLC 910.03%1.08%2.23%Q1 2019Q3 202314
CHATHAM CAPITAL GROUP, INC. 1310.09%0.14%0.24%Q3 2014Q2 202214
HOHIMER WEALTH MANAGEMENT, LLC 14140.09%1.87%4.88%Q2 2020Q3 202314
Spectrum Management Group, LLC 1020.02%0.41%1.14%Q4 2015Q3 202214
ISLAY CAPITAL MANAGEMENT, LLC 14140.02%0.03%0.09%Q4 2019Q1 202314
Wealth Advisory Solutions, LLC 860.00%0.95%2.82%Q4 2019Q2 202314
Bank Julius Baer & Co. Ltd, Zurich 860.00%0.01%0.04%Q1 2020Q3 202314
Pensionmark Financial Group, LLC 14140.15%0.33%0.60%Q2 2020Q3 202314
Wharton Business Group, LLC 860.20%0.29%0.38%Q1 2020Q3 202314
TRUST CO OF VERMONT 610.00%0.00%0.01%Q2 2013Q2 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 14140.04%0.06%0.10%Q2 2019Q3 202214
Roundview Capital LLC 14140.20%0.61%0.88%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.10%0.12%0.15%Q4 2017Q1 202114
Vigilant Capital Management, LLC 810.00%0.01%0.04%Q1 2018Q2 202314
Invesco Ltd. 1310.00%0.01%0.03%Q2 2013Q1 202014
Advisor OS, LLC 1120.17%0.88%6.89%Q2 2020Q3 202313
Strategic Financial Services, Inc, 610.06%0.29%0.94%Q3 2017Q3 202313
PRIO WEALTH LIMITED PARTNERSHIP 13130.01%0.02%0.02%Q3 2020Q3 202313
DUBUQUE BANK & TRUST CO 1110.00%0.06%0.11%Q3 2013Q1 201913
Intelligence Driven Advisers, LLC 13130.07%0.45%0.76%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.10%0.21%0.55%Q2 2013Q2 201613
Trek Financial, LLC 730.02%0.51%1.65%Q4 2018Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.03%0.06%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.03%0.05%0.07%Q2 2019Q2 202213
PFG Advisors 810.07%0.29%0.74%Q4 2017Q3 202313
WealthTrust Axiom LLC 1030.07%0.08%0.10%Q2 2019Q3 202213
SHUFRO ROSE & CO LLC 13130.62%1.57%3.69%Q3 2020Q3 202313
Founders Capital Management 13130.04%1.10%1.86%Q4 2020Q4 202313
EATON VANCE MANAGEMENT 13130.00%0.04%0.13%Q3 2019Q3 202213
FIRSTMERIT BANK N A TRUSTEE 13131.87%2.03%2.13%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.04%0.19%0.44%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.04%0.08%Q3 2020Q3 202313
Atlantic Union Bankshares Corp 13130.03%0.07%0.11%Q1 2020Q1 202313
Kovitz Investment Group Partners, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
HARVEST CAPITAL MANAGEMENT INC 13130.08%0.13%0.20%Q2 2014Q2 201713
Mine & Arao Wealth Creation & Management, LLC. 13130.01%0.01%0.01%Q3 2020Q3 202313
Aptus Capital Advisors, LLC 810.00%0.01%0.04%Q4 2019Q3 202313
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13130.06%0.29%0.51%Q3 2020Q3 202313
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 13130.05%0.27%0.79%Q3 2020Q3 202313
Smith, Salley & Associates 520.02%0.20%0.49%Q2 2014Q1 202313
Cognios Capital, LLC 1120.19%0.30%0.40%Q3 2015Q4 201813
Tri-Star Advisors Inc. 1030.25%4.90%8.39%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.09%0.22%Q3 2020Q3 202313
ALLIANZ INVESTMENT MANAGEMENT LLC 760.60%1.43%2.75%Q4 2016Q4 202013
Beacon Pointe Advisors, LLC 1010.01%0.05%0.13%Q4 2018Q3 202313
MinichMacGregor Wealth Management, LLC 13130.01%0.20%2.11%Q4 2015Q4 201813
AdvicePeriod, LLC 620.02%0.08%0.16%Q4 2017Q2 202113
Sowell Financial Services LLC 1010.01%0.14%0.26%Q4 2016Q1 202313
SteelPeak Wealth, LLC 13130.02%0.65%1.75%Q4 2019Q4 202213
WASHINGTON CAPITAL MANAGEMENT, INC 941.59%2.31%2.70%Q2 2013Q3 202313
Bell Rock Capital LLC 13130.06%0.12%0.30%Q4 2016Q4 201913
YHB Investment Advisors, Inc. 13130.09%0.21%0.54%Q3 2020Q3 202313
PacWest Financial Management Inc 13130.33%0.99%1.64%Q2 2013Q2 201613
Neuberger Berman Group LLC 710.00%0.00%0.01%Q1 2016Q2 202213
FIRST FINANCIAL CORP /IN/ 13130.02%0.04%0.08%Q2 2013Q2 201613
Renaissance Technologies 610.00%0.01%0.03%Q4 2017Q3 202313
Lenox Wealth Management, Inc. 13130.70%2.41%4.54%Q2 2017Q2 202013
Antonetti Capital Management LLC 760.03%0.73%1.89%Q2 2013Q3 202313
KELLEHER FINANCIAL ADVISORS 13130.15%0.31%0.56%Q3 2014Q3 201713
Amtrust Financial Services, Inc. 1210.02%10.02%19.54%Q1 2017Q3 202313
CHARTWELL INVESTMENT PARTNERS, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
CONCENTRIC WEALTH MANAGEMENT, LLC 13131.04%2.23%2.87%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.07%0.58%0.78%Q2 2013Q2 201613
SCHNIEDERS CAPITAL MANAGEMENT LLC 13130.06%0.15%0.24%Q4 2019Q4 202213
Point72 Asset Management, L.P. 13130.00%0.09%0.19%Q1 2020Q1 202313
Semmax Financial Advisors Inc. 13130.28%1.52%3.29%Q1 2019Q1 202213
Advisory Alpha, LLC 1120.00%0.56%1.41%Q1 2016Q2 202113
Fullen Financial Group 12126.04%7.68%9.97%Q2 2020Q1 202312
MRA Advisory Group 12122.16%2.99%4.71%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.08%0.61%1.46%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12121.09%1.50%2.10%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12121.49%2.40%3.06%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.15%0.58%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.56%3.84%5.82%Q4 2020Q3 202312
Prosperity Planning, Inc. 12122.63%3.25%3.52%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.00%0.32%0.52%Q2 2013Q1 201612
Legacy Wealth Planning, LLC 12120.68%0.88%1.16%Q4 2019Q3 202212
Elevated Capital Advisors, LLC 410.24%0.80%1.45%Q1 2019Q2 202312
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12122.44%2.78%3.09%Q4 2017Q3 202012
Destiny Wealth Partners, LLC 12120.04%0.11%0.20%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.07%1.02%3.14%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.23%0.34%0.58%Q4 2020Q3 202312
Sumitomo Mitsui Trust Holdings, Inc. 12120.00%0.04%0.06%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.51%1.76%3.96%Q4 2020Q3 202312
Oxbow Advisors, LLC 12120.05%0.08%0.15%Q2 2013Q1 201612
Apella Capital, LLC 930.08%0.20%0.42%Q1 2020Q4 202312
Manning & Napier Group, LLC 12120.11%0.12%0.15%Q4 2017Q3 202012
Princeton Portfolio Strategies Group LLC 1020.06%0.22%0.96%Q1 2016Q2 202112
Trutina Financial LLC 1020.38%8.21%11.82%Q2 2013Q4 201612
Murphy Pohlad Asset Management LLC 12120.16%0.18%0.21%Q2 2013Q1 201612
HOEY INVESTMENTS, INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.07%0.11%0.18%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.04%0.29%0.70%Q4 2020Q3 202312
Guardian Wealth Advisors, LLC 12120.05%0.61%1.19%Q4 2020Q3 202312
Savior LLC 12120.00%0.01%0.07%Q4 2020Q3 202312
Harel Insurance Investments & Financial Services Ltd. 1020.00%0.05%0.12%Q1 2016Q4 201912
TUCKER ASSET MANAGEMENT LLC 12120.01%0.06%0.20%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.03%0.06%Q1 2019Q2 202212
Montecito Bank & Trust 1110.05%0.13%0.24%Q2 2018Q2 202312
Surevest, LLC 12120.10%0.62%1.18%Q4 2019Q3 202212
Pacific Edge Advisors, LLC 12120.76%1.21%2.56%Q4 2018Q3 202112
Hanson & Doremus Investment Management 12120.00%0.01%0.01%Q3 2020Q2 202312
Paradigm Financial Partners, LLC 840.06%0.20%0.29%Q2 2020Q3 202312
American Investment Services, Inc. 1020.09%0.12%0.14%Q2 2013Q2 201712
BOK Financial Private Wealth, Inc. 1110.00%0.04%0.06%Q2 2016Q1 202312
First National Bank of Hutchinson 820.34%4.27%5.95%Q2 2013Q1 202112
Oxinas Partners Wealth Management LLC 12120.25%0.41%0.67%Q4 2020Q3 202312
Sunbelt Securities, Inc. 930.04%0.20%0.47%Q2 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.20%0.30%0.41%Q4 2018Q3 202112
PIEDMONT INVESTMENT ADVISORS INC 720.01%0.01%0.01%Q2 2015Q3 201812
HOWE & RUSLING INC 410.00%0.01%0.03%Q2 2013Q3 202312
Sharkey, Howes & Javer 1110.06%1.66%4.25%Q1 2015Q4 202212
Icon Wealth Partners, LLC 930.03%0.40%1.06%Q2 2020Q3 202312
Relative Value Partners Group, LLC 840.42%1.40%2.54%Q3 2016Q3 202312
VESTOR CAPITAL, LLC 12120.01%0.10%0.24%Q3 2015Q2 201812
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.02%0.09%0.14%Q3 2020Q2 202312
Clearstead Advisors, LLC 1110.00%0.01%0.03%Q3 2017Q1 202312
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.02%Q2 2013Q2 202312
SUN LIFE FINANCIAL INC 820.67%3.63%5.96%Q2 2017Q3 202312
WASHINGTON TRUST BANK 710.01%0.02%0.03%Q1 2014Q1 201812
Strategic Wealth Partners, Ltd. 12120.16%0.45%2.76%Q2 2020Q1 202312
Peak Financial Management, Inc. 12122.13%2.74%3.32%Q4 2019Q3 202212
Simmons Bank 12120.04%0.12%0.37%Q3 2020Q2 202312
ARCH CAPITAL GROUP LTD. 121218.01%66.05%99.20%Q4 2020Q3 202312
DDD Partners, LLC 12120.46%1.05%1.83%Q4 2020Q3 202312
WOLVERINE TRADING, LLC 310.00%0.02%0.07%Q3 2016Q4 202012
BOSTON FAMILY OFFICE LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
Yellowstone Partners, LLC 12120.15%0.32%0.59%Q4 2013Q3 201612
ENTERPRISE FINANCIAL SERVICES CORP 1110.01%0.06%0.09%Q1 2016Q3 202112
SWISS RE LTD 7514.21%16.88%20.60%Q1 2015Q2 201812
WOLFF WIESE MAGANA LLC 12120.01%0.12%0.19%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.10%0.72%1.23%Q4 2020Q3 202312
4J Wealth Management LLC 12121.90%3.95%5.56%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.12%1.34%1.62%Q4 2020Q3 202312
One Day In July LLC 12120.41%0.83%1.72%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.15%0.26%0.43%Q4 2020Q3 202312
Rede Wealth, LLC 11110.13%0.31%0.39%Q1 2021Q3 202311
BlackRock Fund Advisors 11110.00%0.00%0.01%Q2 2014Q4 201611
Private Wealth Group, LLC 11110.16%0.41%0.64%Q1 2021Q3 202311
Spire Wealth Management 11110.03%0.09%0.21%Q1 2021Q3 202311
Pegasus Partners Ltd. 920.10%0.14%0.24%Q2 2015Q2 201811
Golden State Wealth Management, LLC 830.01%0.06%0.11%Q1 2019Q4 202111
WMS Partners, LLC 11110.06%0.42%1.54%Q1 2021Q3 202311
VICUS CAPITAL 810.02%0.06%0.09%Q4 2013Q1 202211
Better Money Decisions, LLC 11118.63%10.88%13.04%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.15%0.26%0.37%Q1 2021Q3 202311
Live Oak Private Wealth LLC 11110.57%1.33%1.87%Q2 2020Q4 202211
MISSION WEALTH MANAGEMENT, LP 11110.07%1.62%6.83%Q2 2015Q4 201711
ACCURATE INVESTMENT SOLUTIONS, INC. 11110.02%0.07%0.10%Q4 2015Q2 201811
Disciplina Capital Management LLC 11111.44%3.86%8.49%Q1 2021Q3 202311
MTC Wealth Management LLC 11110.04%10.78%18.04%Q1 2021Q3 202311
Bay Harbor Wealth Management, LLC 1010.01%1.13%2.49%Q2 2019Q4 202211
Capital Advisors Wealth Management, LLC 11110.07%0.83%2.21%Q1 2021Q3 202311
Rosenberg Matthew Hamilton 11110.01%0.03%0.11%Q1 2021Q3 202311
Virtu KCG Holdings LLC 410.01%0.07%0.35%Q3 2013Q2 201711
Hudson Portfolio Management LLC 11110.86%1.73%2.66%Q1 2021Q3 202311
Allianz Investment Management U.S. LLC 11110.28%0.55%0.87%Q1 2021Q3 202311
Crescent Grove Advisors, LLC 1010.04%0.13%0.56%Q4 2018Q3 202311
SII INVESTMENTS INC/WI 810.06%0.17%0.56%Q2 2013Q4 201711
True Link Financial Advisors, LLC 11110.04%4.76%10.84%Q4 2020Q2 202311
Soros Fund Management 11110.69%1.26%3.56%Q2 2020Q4 202211
Ipswich Investment Management Co., Inc. 11110.08%0.22%0.54%Q1 2021Q3 202311
Waverly Advisors, LLC 620.04%0.08%0.14%Q4 2013Q3 202311
Lourd Capital, LLC 11110.11%0.13%0.15%Q2 2013Q4 201511
Greytown Advisors Inc. 11110.17%0.23%0.32%Q1 2021Q3 202311
Simply Money Advisors 651.70%2.98%4.27%Q2 2013Q4 201611
Ten Capital Wealth Advisors, LLC 11110.15%0.96%2.38%Q4 2020Q2 202311
CONDOR CAPITAL MANAGEMENT 740.02%0.04%0.08%Q4 2018Q4 202111
Northstar Advisory Group, LLC 830.29%7.43%15.13%Q4 2020Q3 202311
Parcion Private Wealth LLC 1010.04%1.53%6.76%Q4 2019Q3 202211
New England Professional Planning Group Inc. 740.23%3.66%11.96%Q4 2014Q3 201811
Legacy Bridge, LLC 11110.56%0.64%0.72%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.01%0.06%0.26%Q4 2020Q2 202311
Steinberg Global Asset Management 11110.10%3.47%4.74%Q2 2013Q4 201511
Bison Wealth, LLC 11110.00%0.02%0.02%Q4 2019Q2 202211
Laird Norton Wetherby Wealth Management, LLC 1010.01%0.03%0.15%Q1 2019Q3 202311
BAR HARBOR WEALTH MANAGEMENT 11110.15%1.38%2.28%Q1 2021Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.04%0.08%0.26%Q4 2020Q2 202311
UNITED SERVICES AUTOMOBILE ASSOCIATION 740.01%0.15%0.38%Q2 2013Q3 201811
Wambolt & Associates, LLC 11110.10%1.24%1.59%Q4 2020Q2 202311
SIMON QUICK ADVISORS, LLC 710.00%0.02%0.15%Q1 2017Q1 202211
Burleson & Company, LLC 11110.01%0.34%0.89%Q4 2019Q2 202211
HRT FINANCIAL LP 310.00%0.02%0.04%Q4 2018Q1 202311
Formidable Asset Management, LLC 11110.10%0.19%0.25%Q3 2013Q1 201611
Venture Visionary Partners LLC 11110.02%0.25%0.48%Q4 2020Q2 202311
JSF Financial, LLC 11110.10%0.18%0.26%Q2 2019Q4 202111
Banque Cantonale Vaudoise 11110.07%0.10%0.14%Q1 2021Q3 202311
CT Financial Advisors LLC 1011.48%2.17%3.40%Q1 2014Q1 201711
Nationwide Asset Management LLC 830.45%11.71%23.26%Q2 2020Q3 202311
LITTLE HOUSE CAPITAL LLC 11110.11%1.17%2.03%Q4 2018Q2 202111
TRUEWEALTH LLC 11110.13%0.23%0.26%Q4 2017Q2 202011
Truvestments Capital LLC 640.00%0.03%0.07%Q1 2020Q3 202310
Baltimore-Washington Financial Advisors, Inc. 10101.95%2.67%3.19%Q4 2013Q1 201610
AMERICAN NATIONAL BANK 610.00%0.01%0.02%Q1 2017Q3 202310
Plancorp, LLC 910.02%0.03%0.13%Q4 2020Q3 202310
WELLINGTON MANAGEMENT GROUP LLP 910.00%0.01%0.01%Q2 2013Q1 201610
Fermata Advisors, LLC 910.16%0.60%1.05%Q1 2021Q3 202310
Global Financial Private Capital, Inc 640.01%0.58%1.22%Q3 2017Q2 202010
Avidian Wealth Solutions, LLC 730.02%0.21%0.44%Q2 2020Q3 202310
Equinox Fund Management LLC 101026.79%29.05%29.43%Q2 2013Q3 201510
Canton Hathaway, LLC 730.02%0.14%0.22%Q3 2018Q1 202310
LIBERTY WEALTH MANAGEMENT LLC 10100.01%1.07%2.03%Q3 2019Q4 202110
HARBOUR INVESTMENTS, INC. 640.04%0.05%0.06%Q1 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10101.41%1.76%2.01%Q2 2021Q3 202310
WestHill Financial Advisors, Inc. 820.02%0.03%0.03%Q4 2020Q2 202310
Sterling Global Strategies LLC 820.21%1.17%1.81%Q3 2016Q1 201910
Exchange Capital Management, Inc. 820.00%0.06%0.11%Q3 2014Q1 201810
Foundations Investment Advisors, LLC 730.01%0.15%0.40%Q2 2020Q3 202310
Center For Asset Management LLC 820.44%1.92%6.38%Q4 2020Q3 202310
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q1 202310
CALTON & ASSOCIATES, INC. 910.07%0.09%0.11%Q4 2017Q3 202010
ROCKLAND TRUST CO 910.02%0.05%0.17%Q4 2017Q1 202210
Accel Wealth Management 10100.01%0.03%0.06%Q4 2020Q1 202310
TRANSCEND CAPITAL ADVISORS, LLC 10100.02%0.18%0.56%Q4 2019Q1 202210
C-J Advisory, Inc. 10100.00%0.00%0.00%Q3 2016Q4 201810
Braun-Bostich & Associates Inc. 730.02%0.06%0.13%Q4 2017Q2 202010
GW HENSSLER & ASSOCIATES LTD 10100.05%0.07%0.12%Q2 2013Q3 201510
Day & Ennis, LLC 10100.08%0.96%2.17%Q2 2020Q3 202210
Ameritas Investment Company, LLC 910.00%0.12%0.32%Q1 2019Q3 202110
Klaas Financial Asset Advisors, LLC 640.00%3.54%8.92%Q4 2020Q3 202310
Zurich Insurance Group Ltd/FI 10100.22%0.40%0.52%Q2 2021Q3 202310
SWMG, LLC 640.21%0.56%1.44%Q4 2020Q2 202310
JACOBSON & SCHMITT ADVISORS, LLC 640.69%2.34%3.29%Q3 2019Q3 202310
First Affirmative Financial Network 10100.24%0.33%0.43%Q3 2021Q4 202310
HighMark Wealth Management LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
Copperleaf Capital, LLC 10100.25%1.39%8.61%Q3 2020Q4 202210
Guidance Point Advisors, LLC 10100.13%0.52%0.77%Q4 2020Q1 202310
Adams Chetwood Wealth Management LLC 10100.20%0.32%0.44%Q4 2019Q1 202210
Arete Wealth Advisors, LLC 510.03%0.08%0.17%Q1 2017Q3 202310
Bremer Bank National Association 10100.09%0.11%0.14%Q1 2019Q2 202110
GREAT VALLEY ADVISOR GROUP, INC. 10100.12%0.17%0.20%Q2 2021Q3 202310
Syverson Strege & Co 10100.00%0.00%0.01%Q4 2020Q1 202310
Trust Co 10100.02%0.65%1.75%Q1 2015Q2 201710
MID CONTINENT CAPITAL LLC/IL 10100.04%0.13%0.20%Q2 2013Q3 201510
Private Ocean, LLC 710.00%0.13%0.25%Q2 2018Q3 202310
Robinson Value Management, Ltd. 10100.00%0.01%0.03%Q2 2021Q3 202310
Valmark Advisers, Inc. 10100.01%0.01%0.02%Q3 2019Q4 202110
Bellwether Advisors, LLC 10100.01%0.16%0.43%Q4 2020Q1 202310
Stokes Family Office, LLC 10100.02%0.36%1.38%Q1 2021Q2 202310
NICOLET BANKSHARES INC 10100.09%0.13%0.17%Q1 2020Q2 202210
Reynders McVeigh Capital Management, LLC 10100.07%0.09%0.13%Q2 2013Q3 201510
CLEAR STREET MARKETS LLC 510.00%0.82%2.69%Q4 2013Q3 202310
Venturi Wealth Management, LLC 610.00%0.09%0.21%Q4 2017Q3 202310
CITY NATIONAL BANK 10100.47%0.71%1.32%Q2 2013Q3 201510
Compagnie Lombard Odier SCmA 10100.00%0.00%0.00%Q2 2021Q3 202310
Asset Planning Services, Ltd. 10100.18%0.28%0.42%Q3 2019Q4 202110
GSB Wealth Management, LLC 10100.32%0.98%1.26%Q2 2021Q3 202310
EPG Wealth Management LLC 520.02%0.04%0.07%Q4 2019Q3 202310
ALERUS FINANCIAL NA 10100.07%0.18%0.24%Q2 2016Q3 201810
MFA WEALTH ADVISORS, LLC 10104.98%5.56%6.42%Q2 2021Q3 202310
Alhambra Investment Management LLC 10100.26%0.50%0.60%Q2 2021Q3 202310
Lokken Investment Group LLC 910.19%0.23%0.27%Q1 2012Q4 202210
SSI INVESTMENT MANAGEMENT LLC 10100.34%0.42%0.72%Q2 2013Q3 201510
Clearview Wealth Advisors LLC 10100.00%0.59%3.64%Q4 2020Q1 202310
FIFTH THIRD SECURITIES, INC. 810.30%2.42%6.74%Q1 2016Q2 201910
REILLY FINANCIAL ADVISORS, LLC 610.00%0.00%0.01%Q1 2014Q4 202110
Continuum Advisory, LLC 10100.06%0.20%0.53%Q2 2021Q3 202310
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
AlphaCentric Advisors LLC 630.02%0.04%0.05%Q2 2020Q3 20239
Bay Rivers Group 990.24%0.38%0.61%Q4 2019Q4 20219
Edelman Financial Services, LLC 990.00%0.28%1.28%Q2 2013Q2 20159
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.21%0.35%Q4 2018Q3 20239
TNF LLC 990.11%0.35%0.63%Q3 2021Q3 20239
9258 Wealth Management, LLC 990.04%0.05%0.08%Q3 2021Q3 20239
Apollon Wealth Management, LLC 810.00%0.02%0.04%Q2 2020Q3 20239
CULLEN/FROST BANKERS, INC. 710.00%0.00%0.01%Q3 2019Q3 20229
GRIMES & COMPANY, INC. 540.04%1.29%5.76%Q3 2015Q3 20239
Stratos Wealth Advisors, LLC 990.01%0.16%0.40%Q1 2020Q1 20229
Ruggie Capital Group 410.00%1.34%2.67%Q4 2014Q3 20199
INR ADVISORY SERVICES LLC 990.00%0.00%0.00%Q1 2016Q1 20189
Bruderman Asset Management, LLC 810.03%0.07%0.10%Q1 2015Q2 20179
GRAYBILL WEALTH MANAGEMENT, LTD. 991.00%1.26%1.49%Q3 2021Q3 20239
TrueWealth Advisors, LLC 990.13%0.32%0.43%Q1 2021Q1 20239
VisionPoint Advisory Group, LLC 990.17%0.28%0.37%Q4 2018Q4 20209
Integrated Wealth Management 990.25%0.28%0.30%Q1 2015Q1 20179
Smith Anglin Financial, LLC 630.02%0.04%0.05%Q4 2020Q3 20239
Crew Capital Management, Ltd. 990.39%0.49%0.58%Q1 2021Q1 20239
360 Financial, Inc. 990.46%0.64%1.00%Q2 2020Q2 20229
SigFig Wealth Management, LLC 810.02%0.12%0.24%Q2 2020Q4 20229
Mattern Wealth Management LLC 990.10%0.31%0.58%Q4 2019Q4 20219
Laidlaw Group, LLC 997.19%7.57%8.09%Q2 2013Q2 20159
FLAGSTAR ADVISORS INC 990.10%0.30%0.56%Q3 2021Q3 20239
TOMPKINS FINANCIAL CORP 990.02%0.05%0.08%Q2 2013Q2 20159
Capital Advisory Group Advisory Services, LLC 810.02%0.31%0.39%Q1 2018Q2 20219
WEBSTER BANK, N. A. 990.00%0.01%0.03%Q3 2021Q3 20239
Nationwide Fund Advisors 810.70%0.96%2.01%Q2 2020Q3 20229
Bluefin Trading, LLC 210.01%0.41%1.38%Q2 2014Q4 20199
Hilton Capital Management, LLC 990.04%2.77%6.67%Q1 2020Q1 20229
Summit Rock Advisors, LP 996.95%19.25%34.52%Q2 2013Q2 20159
Financial Partners Group, Inc 630.96%1.71%2.30%Q2 2020Q2 20239
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 990.30%1.09%2.52%Q2 2013Q2 20159
Hoxton Financial, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
CGN Advisors LLC 990.05%0.53%0.99%Q4 2021Q4 20239
55I, LLC 990.01%1.08%2.70%Q1 2020Q1 20229
CAPITAL ONE FINANCIAL CORP 990.06%0.11%0.20%Q1 2020Q1 20229
Intrua Financial, LLC 990.06%0.16%0.25%Q2 2020Q2 20229
Agate Pass Investment Management, LLC 992.47%3.60%4.69%Q4 2021Q4 20239
Parasol Investment Management, LLC 720.03%1.83%11.78%Q4 2013Q1 20179
Keystone Financial Group 990.08%0.70%1.55%Q4 2017Q4 20199
Cordasco Financial Network 990.02%0.03%0.09%Q4 2013Q4 20159
SMITH HAYES Advisers, Inc 990.94%1.05%1.20%Q1 2014Q1 20169
FLC Capital Advisors 990.34%2.26%3.79%Q2 2020Q2 20229
Financial Architects, Inc 510.00%0.01%0.02%Q3 2013Q2 20209
Main Management LLC 990.53%0.59%0.66%Q3 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q3 2016Q2 20209
BOENNING & SCATTERGOOD, INC. 610.10%0.32%0.59%Q2 2018Q4 20228
Rock Creek Group, LP 880.15%0.39%0.64%Q1 2021Q4 20228
Cerity Partners LLC 880.01%0.03%0.04%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.36%0.52%0.63%Q2 2013Q1 20158
Ramsay, Stattman, Vela & Price, Inc. 880.11%0.51%1.49%Q4 2021Q3 20238
PAX Financial Group, LLC 880.24%2.74%3.60%Q1 2020Q4 20218
JMAC ENTERPRISES LLC 880.27%0.44%0.60%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 610.00%0.00%0.00%Q3 2020Q3 20238
Ascent Group, LLC 880.16%0.35%0.50%Q4 2021Q3 20238
HARBOR INVESTMENT ADVISORY, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Seven Springs Wealth Group, LLC 880.31%5.24%11.92%Q1 2020Q4 20218
Compass Financial Group, Inc. 8810.91%12.45%13.38%Q4 2015Q3 20178
Avantax Planning Partners, Inc. 880.01%0.06%0.12%Q4 2016Q3 20188
Clearwater Capital Advisors, LLC 710.02%2.73%5.21%Q1 2018Q3 20238
C2C Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 210.00%0.19%0.72%Q4 2015Q3 20238
SMITH SHELLNUT WILSON LLC /ADV 880.00%0.01%0.03%Q3 2019Q2 20218
B. Riley Financial, Inc. 880.25%0.50%0.62%Q4 2016Q3 20188
New Legacy Group, LLC 880.08%0.84%1.27%Q4 2021Q3 20238
Concord Wealth Partners 410.00%0.01%0.04%Q4 2020Q3 20238
Providence Capital Advisors, LLC 610.00%0.72%1.15%Q1 2020Q3 20238
Total Clarity Wealth Management, Inc. 880.89%1.30%1.97%Q4 2020Q3 20228
Beacon Financial Advisory LLC 880.16%0.36%0.60%Q4 2019Q3 20218
FIRST MERCHANTS CORP 710.04%0.07%0.09%Q3 2016Q1 20198
SlateStone Wealth, LLC 710.05%0.07%0.11%Q3 2019Q3 20238
Bank of Kentucky, Inc. 880.22%0.30%0.36%Q2 2013Q1 20158
WESTERN FINANCIAL Corp 880.24%1.19%2.31%Q4 2020Q3 20228
MMBG INVESTMENT ADVISORS CO. 880.10%0.46%0.66%Q4 2021Q3 20238
STERNE AGEE GROUP, INC. 884.20%6.09%9.44%Q2 2013Q1 20158
Fiera Capital Corp 880.00%0.00%0.00%Q4 2021Q3 20238
First Allied Asset Management, Inc. 880.73%1.59%2.63%Q2 2013Q1 20158
Byrne Asset Management LLC 880.00%0.59%1.76%Q4 2021Q3 20238
Veracity Capital LLC 710.10%0.36%0.50%Q4 2019Q4 20218
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.01%0.03%Q2 2013Q3 20238
LOOMIS SAYLES & CO L P 710.00%0.00%0.00%Q2 2013Q4 20218
Capstone Triton Financial Group, LLC 880.20%0.30%0.70%Q4 2020Q3 20228
Beaird Harris Wealth Management, LLC 880.05%0.13%0.23%Q4 2021Q3 20238
ADIRONDACK TRUST CO 410.01%0.01%0.02%Q1 2016Q1 20238
ASSET ADVISORS CORP 620.01%0.17%0.65%Q2 2013Q1 20188
DeGreen Capital Management LLC 880.91%5.72%8.67%Q1 2016Q4 20178
Ignite Planners, LLC 880.09%0.25%0.44%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.57%0.62%0.68%Q4 2021Q3 20238
AlphaCore Capital LLC 420.01%0.38%0.75%Q4 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.05%Q4 2021Q3 20238
LOWE BROCKENBROUGH & CO INC 710.12%0.17%0.22%Q3 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.03%0.08%Q4 2021Q3 20238
Private Portfolio Partners LLC 710.07%0.51%0.70%Q2 2019Q4 20218
ALTERNA WEALTH MANAGEMENT, INC 530.32%0.64%1.33%Q2 2020Q4 20228
OmniStar Financial Group, Inc. 410.01%0.35%0.48%Q4 2017Q2 20218
Schechter Investment Advisors, LLC 880.10%0.13%0.16%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.08%0.46%0.71%Q1 2020Q4 20218
Rise Advisors, LLC 880.02%0.07%0.10%Q4 2021Q3 20238
Archford Capital Strategies, LLC 440.01%0.07%0.16%Q2 2016Q1 20218
GRAND WEALTH MANAGEMENT, LLC 880.17%0.96%2.22%Q4 2021Q3 20238
DMC Group, LLC 880.34%1.35%2.22%Q4 2021Q3 20238
Powers Advisory Group, LLC 882.69%5.16%5.78%Q4 2021Q3 20238
Strategic Blueprint, LLC 880.02%0.15%0.27%Q2 2020Q1 20228
TRIAD FINANCIAL ADVISORS, INC. 880.09%0.14%0.19%Q4 2021Q3 20238
Realta Investment Advisors 420.01%0.15%0.41%Q1 2019Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 881.35%1.86%2.54%Q4 2021Q3 20238
KINGS POINT CAPITAL MANAGEMENT 710.01%0.02%0.02%Q2 2013Q2 20158
MARYLAND CAPITAL ADVISORS INC. 880.03%0.05%0.09%Q4 2021Q3 20238
East Coast Asset Management, LLC. 880.12%0.24%0.31%Q4 2012Q3 20148
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
Investment Advisory Group, LLC 881.47%1.53%1.65%Q4 2021Q3 20238
Regal Wealth Group, Inc. 882.62%3.59%3.99%Q2 2021Q1 20238
Berkshire Money Management, Inc. 880.07%0.18%0.23%Q1 2019Q4 20208
First International Bank & Trust 880.49%0.55%0.65%Q4 2021Q3 20238
Sierra Capital LLC 880.02%0.02%0.03%Q1 2021Q4 20228
Litman Gregory Wealth Management LLC 880.00%0.00%0.00%Q2 2019Q1 20218
Meiji Yasuda Life Insurance Co 886.12%8.14%9.26%Q3 2020Q2 20228
GREENLEAF TRUST 530.01%0.01%0.03%Q1 2014Q2 20238
BAIRD ROBERT W & CO INC /WI/ 880.17%0.22%0.28%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.20%0.24%0.31%Q2 2013Q1 20158
CONNING INC. 620.04%0.51%1.22%Q3 2019Q3 20228
Castleview Partners, LLC 880.00%0.04%0.05%Q4 2021Q3 20238
Element Wealth, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Aspire Wealth Management Corp 880.01%0.03%0.11%Q4 2021Q3 20238
Van Cleef Asset Management,Inc 880.04%0.05%0.06%Q4 2021Q3 20238
ADVANTAGE INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.01%Q2 2016Q1 20188
Curtis Advisory Group, LLC 880.08%0.21%0.35%Q4 2021Q3 20238
Selective Wealth Management, Inc. 610.00%0.14%0.27%Q2 2020Q2 20238
American Family Insurance Mutual Holding Co 880.93%2.04%2.96%Q4 2021Q3 20238
Shore Point Advisors, LLC 883.12%3.59%4.30%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 710.01%0.01%0.02%Q2 2021Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 610.00%0.00%0.00%Q1 2017Q3 20198
Freestone Capital Holdings, LLC 320.00%0.01%0.02%Q3 2020Q2 20238
Vantage Financial Partners, LLC 880.98%4.24%10.00%Q4 2021Q3 20238
Alpha Cubed Investments, LLC 880.05%0.06%0.08%Q2 2015Q1 20178
CAROLINAS WEALTH CONSULTING LLC 620.01%0.14%0.30%Q2 2021Q3 20238
Total Wealth Planning, LLC 771.56%2.61%3.61%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.01%0.01%0.02%Q2 2013Q4 20147
EXCALIBUR MANAGEMENT CORP 770.42%0.57%0.78%Q3 2020Q1 20227
ALBION FINANCIAL GROUP /UT 770.26%1.19%1.90%Q2 2013Q4 20147
ROBSHAW & JULIAN ASSOCIATES INC 770.57%0.64%0.70%Q4 2015Q2 20177
WULFF, HANSEN & CO. 431.44%1.70%2.29%Q4 2021Q3 20237
NORTHSTAR INVESTMENT ADVISORS LLC 770.07%0.11%0.16%Q3 2013Q1 20157
UBS AG 660.00%0.26%0.45%Q2 2013Q3 20147
PRINCIPAL FINANCIAL GROUP INC 610.00%0.00%0.00%Q2 2020Q1 20227
THORNBURG INVESTMENT MANAGEMENT INC 610.00%0.01%0.03%Q4 2019Q4 20217
Overbrook Management Corp 520.03%0.08%0.10%Q1 2015Q4 20227
Placemark Investments, Inc. 770.15%0.28%0.35%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 774.81%8.31%14.51%Q2 2013Q4 20147
Delek Group, Ltd. 770.02%0.08%0.17%Q4 2017Q2 20197
SPC Financial, Inc. 770.10%0.12%0.14%Q1 2015Q3 20167
MANAGED ACCOUNT ADVISORS LLC 430.00%0.00%0.00%Q3 2013Q2 20157
WealthTrust Fairport, LLC 770.04%0.21%0.40%Q2 2013Q4 20147
Altavista Wealth Management, Inc. 770.12%0.20%0.26%Q2 2013Q4 20147
Verition Fund Management LLC 210.00%0.35%0.86%Q4 2018Q1 20237
DRW Securities, LLC 210.03%0.08%0.18%Q2 2013Q1 20187
JOYN Advisors, Inc. 430.01%0.07%0.12%Q2 2013Q4 20187
Hanlon Investment Management, Inc. 610.09%0.12%0.16%Q2 2020Q4 20227
ParenteBeard Wealth Management, LLC 770.03%0.10%0.13%Q2 2013Q4 20147
MACROVIEW INVESTMENT MANAGEMENT LLC 770.01%0.01%0.02%Q3 2017Q1 20197
Corbenic Partners LLC 770.10%0.56%1.50%Q2 2013Q4 20147
Advocacy Wealth Management Services, LLC 430.01%0.01%0.02%Q4 2016Q4 20197
Gary Goldberg Planning Services Inc 770.05%0.08%0.11%Q2 2013Q4 20147
Aveo Capital Partners, LLC 410.03%0.11%0.42%Q4 2018Q1 20237
Edge Advisors, LLC 770.01%0.01%0.02%Q4 2016Q2 20187
Coyle Financial Counsel LLC 430.14%0.35%1.27%Q4 2017Q4 20197
GM Advisory Group, LLC 520.07%0.97%3.40%Q4 2013Q1 20177
Vantage Investment Advisors, LLC 430.00%0.02%0.04%Q2 2014Q1 20177
SOUTH GEORGIA CAPITAL, LLC 610.00%0.01%0.02%Q4 2013Q3 20157
BTC Capital Management, Inc. 770.25%0.36%0.48%Q3 2018Q1 20207
ROPES WEALTH ADVISORS LLC 510.00%0.00%0.01%Q1 2015Q3 20187
Ausdal Financial Partners, Inc. 310.03%0.07%0.15%Q4 2015Q3 20237
Pettinga Financial Advisors, LLC 430.13%0.32%0.69%Q1 2019Q4 20207
Summit X, LLC 610.14%0.54%0.98%Q4 2017Q3 20217
Parisi Gray Wealth Management 610.01%0.01%0.02%Q4 2017Q2 20217
Acorn Wealth Advisors, LLC 430.05%0.20%0.44%Q4 2017Q3 20237
Biltmore Family Office, LLC 770.00%0.01%0.01%Q1 2020Q3 20217
Alaska Wealth Advisors 770.02%0.05%0.08%Q1 2019Q3 20207
F3Logic, LLC 430.08%2.04%3.81%Q4 2018Q4 20227
Mount Yale Investment Advisors, LLC 770.05%0.13%0.21%Q2 2020Q4 20217
Kavar Capital Partners, LLC 320.02%0.03%0.03%Q4 2013Q2 20187
Costello Asset Management, INC 770.01%0.01%0.01%Q2 2020Q4 20217
Kore Private Wealth LLC 770.01%0.12%0.20%Q4 2018Q2 20207
IFS Advisors, LLC 770.18%3.11%5.10%Q4 2020Q2 20227
Ferguson Shapiro LLC 430.12%0.24%0.48%Q1 2021Q1 20237
Western Wealth Management, LLC 410.01%0.04%0.07%Q2 2020Q3 20227
TCF National Bank 770.07%0.10%0.13%Q3 2019Q1 20217
HawsGoodwin Investment Management LLC 771.93%2.56%3.02%Q2 2020Q4 20217
Firestone Capital Management 610.01%0.01%0.06%Q4 2019Q3 20217
Sunburst Financial Group, LLC 770.19%0.24%0.28%Q1 2022Q3 20237
Future Financial Wealth Managment LLC 770.39%0.51%0.67%Q4 2020Q2 20227
Lloyd Advisory Services, LLC. 610.00%0.19%0.36%Q4 2019Q4 20217
Fusion Capital, LLC 770.13%0.18%0.22%Q3 2020Q1 20227
Visionary Wealth Advisors 410.02%0.14%0.79%Q1 2020Q3 20237
Resonant Capital Advisors, LLC 770.53%0.97%1.41%Q1 2022Q3 20237
FSA Wealth Management LLC 610.14%1.53%5.92%Q4 2019Q2 20227
ONE Advisory Partners, LLC 770.24%3.12%4.42%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.66%0.88%1.47%Q1 2021Q4 20227
Hemington Wealth Management 410.10%0.25%0.77%Q4 2020Q3 20237
InterOcean Capital Group, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
Crestone Asset Management LLC 770.58%0.61%0.66%Q1 2017Q3 20187
Kowal Investment Group, LLC 770.09%0.10%0.12%Q4 2020Q2 20227
Connectus Wealth, LLC 770.24%0.59%0.93%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 770.14%0.29%0.42%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.01%0.04%0.06%Q4 2021Q3 20237
Congress Wealth Management LLC / DE / 610.01%0.01%0.02%Q4 2021Q3 20237
Allie Family Office LLC 770.22%0.36%0.63%Q4 2021Q2 20237
Ameliora Wealth Management Ltd. 771.12%1.84%3.72%Q1 2022Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 430.02%0.06%0.12%Q4 2021Q3 20237
Alley Investment Management Company, LLC 772.61%2.79%3.10%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.09%0.15%0.20%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.02%0.10%0.18%Q4 2020Q4 20227
HIGHLAND CAPITAL MANAGEMENT, LLC 770.56%1.02%1.62%Q2 2013Q4 20147
BRYN MAWR TRUST Co 770.02%0.02%0.03%Q2 2018Q4 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.14%0.17%0.27%Q2 2013Q4 20147
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 772.35%2.89%3.33%Q1 2022Q3 20237
Kerntke Otto McGlone Wealth Management Group 510.08%0.25%0.34%Q2 2020Q4 20226
Merit Financial Group, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
MONETA GROUP INVESTMENT ADVISORS LLC 660.03%0.18%0.27%Q3 2019Q4 20206
Johns Hopkins University 6645.95%61.71%87.45%Q2 2022Q3 20236
NATIXIS ADVISORS, L.P. 660.01%0.04%0.06%Q3 2019Q4 20206
WealthTrust-Arizona, LLC 420.01%0.51%3.02%Q1 2014Q4 20156
Symmetry Partners, LLC 510.07%0.10%0.16%Q3 2018Q1 20206
Cooper Financial Group 660.15%1.85%4.05%Q2 2020Q3 20216
C M BIDWELL & ASSOCIATES LTD 660.18%0.20%0.22%Q4 2017Q1 20196
OneAscent Wealth Management LLC 510.11%0.14%0.17%Q1 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.01%0.02%0.02%Q2 2022Q3 20236
Telos Capital Management, Inc. 660.51%0.67%0.75%Q2 2013Q3 20146
Vickerman Investment Advisors, Inc. 660.26%2.62%4.18%Q3 2021Q4 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
HSBC HOLDINGS PLC 330.02%0.03%0.06%Q1 2012Q3 20236
Brooklyn FI, LLC 330.13%0.22%0.29%Q4 2021Q2 20236
McAdam, LLC 330.00%0.01%0.02%Q1 2018Q3 20236
Westshore Wealth, LLC 513.02%7.99%10.76%Q4 2019Q1 20226
Emerald Advisors, LLC 660.22%0.34%0.44%Q2 2021Q3 20226
Walleye Trading LLC 310.00%0.00%0.00%Q3 2014Q1 20176
MOODY NATIONAL BANK TRUST DIVISION 660.11%0.13%0.16%Q2 2022Q3 20236
SCHMIDT P J INVESTMENT MANAGEMENT INC 662.37%4.03%4.87%Q2 2022Q3 20236
MCIA Inc 660.51%1.66%2.82%Q2 2020Q3 20216
Fosun International Ltd 512.60%3.82%4.73%Q4 2019Q3 20216
Strategic Equity Management 311.11%2.93%6.13%Q4 2020Q3 20236
Global Strategic Investment Solutions, LLC 660.08%0.24%0.42%Q3 2019Q4 20206
Strategic Wealth Partners Group, LLC 420.07%0.08%0.10%Q2 2020Q4 20216
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
CIBC Asset Management Inc 510.00%0.01%0.04%Q4 2018Q3 20236
ROOSEVELT INVESTMENT GROUP LLC 330.02%0.04%0.09%Q1 2021Q3 20226
MARCUARD FAMILY OFFICE LTD 662.90%4.37%8.80%Q2 2013Q3 20146
Eudaimonia Partners, LLC 660.02%0.04%0.06%Q4 2019Q1 20216
QCI ASSET MANAGEMENT INC/NY 661.67%1.76%1.86%Q2 2020Q3 20216
Paragon Capital Management Ltd 660.13%0.14%0.17%Q2 2022Q3 20236
Heritage Trust Co 660.01%0.01%0.01%Q3 2017Q4 20186
McAdams Wright Ragen, Inc. 660.31%0.52%0.86%Q2 2013Q3 20146
ADVISOR PARTNERS LLC 660.02%0.08%0.16%Q1 2021Q2 20226
Azimuth Capital Management LLC 660.01%0.01%0.01%Q4 2020Q1 20226
QUATTRO FINANCIAL ADVISORS LLC 310.06%0.62%1.74%Q1 2018Q4 20196
Seelaus Asset Management LLC 660.16%0.26%0.39%Q2 2022Q3 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Vise Technologies, Inc. 660.25%0.46%0.76%Q2 2022Q3 20236
Good Life Advisors, LLC 660.07%0.10%0.13%Q4 2016Q1 20186
Proficio Capital Partners LLC 410.00%0.38%1.93%Q4 2015Q4 20216
Karpus Management, Inc. 660.09%0.59%1.38%Q2 2013Q3 20146
O'Dell Group, LLC 510.01%0.01%0.01%Q3 2021Q2 20236
Brand Asset Management Group, Inc. 330.05%0.07%0.08%Q2 2018Q4 20196
Valeo Financial Advisors, LLC 510.00%0.00%0.01%Q3 2019Q1 20216
WINTRUST INVESTMENTS LLC 510.02%0.03%0.03%Q3 2021Q3 20236
Martin Capital Advisors, LLP 660.16%0.22%0.34%Q4 2021Q1 20236
Blue Fin Capital, Inc. 660.75%1.93%2.52%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.05%0.08%0.13%Q2 2013Q3 20146
Wealth Dimensions Group, Ltd. 660.09%0.14%0.19%Q4 2020Q1 20226
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.27%0.38%0.68%Q2 2013Q3 20146
Stone House Investment Management, LLC 662.38%2.81%3.12%Q2 2020Q3 20216
SG Americas Securities, LLC 210.00%0.04%0.16%Q4 2015Q4 20216
Meridian Wealth Partners, LLC 660.12%0.90%1.43%Q3 2021Q4 20226
Leelyn Smith, LLC 420.01%0.12%0.26%Q1 2020Q4 20226
ARS Investment Partners, LLC 660.36%0.70%0.97%Q4 2016Q1 20186
Quad-Cities Investment Group, LLC 660.03%0.04%0.04%Q2 2018Q3 20196
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
WJ Wealth Management, LLC 661.39%4.84%9.44%Q2 2022Q3 20236
Invst, LLC 660.24%0.53%0.71%Q2 2020Q3 20216
Liberty Mutual Group Asset Management Inc. 663.55%4.63%6.13%Q4 2017Q1 20196
CITIZENS FINANCIAL GROUP INC/RI 510.00%0.02%0.02%Q3 2017Q3 20226
Checchi Capital Advisers, LLC 660.04%0.23%0.62%Q2 2022Q3 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 660.34%3.83%5.44%Q4 2020Q1 20226
WEST MICHIGAN ADVISORS, LLC 330.18%0.22%0.27%Q1 2022Q3 20236
Inscription Capital, LLC 220.01%0.12%0.32%Q4 2018Q4 20216
Advanced Asset Management Advisors Inc 660.11%0.56%1.12%Q4 2017Q1 20196
DBK Financial Counsel, LLC 660.59%0.68%0.72%Q4 2021Q1 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 510.01%0.06%0.16%Q1 2019Q2 20226
Rossmore Private Capital 660.11%0.19%0.30%Q4 2017Q1 20196
CIM INVESTMENT MANAGEMENT INC 660.07%0.08%0.10%Q2 2021Q3 20226
MA Private Wealth 510.05%0.60%2.06%Q1 2021Q3 20236
Robertson Stephens Wealth Management, LLC 660.07%0.21%0.37%Q2 2020Q3 20216
Forum Private Client Group LLC 661.01%1.23%1.38%Q1 2022Q2 20236
Lantz Financial LLC 660.12%0.27%0.38%Q1 2021Q2 20226
RIDGECREST WEALTH PARTNERS, LLC 660.31%1.52%2.41%Q1 2021Q2 20226
1620 INVESTMENT ADVISORS, INC. 660.44%1.09%1.58%Q2 2022Q3 20236
RMR Wealth Builders 410.04%0.06%0.08%Q3 2020Q2 20226
NextCapital Advisers, Inc. 660.19%0.21%0.22%Q1 2020Q2 20216
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 420.28%0.65%0.80%Q3 2017Q1 20236
MATRIX ASSET ADVISORS INC/NY 660.04%0.12%0.28%Q4 2019Q1 20216
Guidant Wealth Advisors 320.00%0.07%0.11%Q2 2017Q3 20195
Stone Asset Management Inc. 553.19%5.53%8.03%Q1 2022Q1 20235
WESPAC Advisors SoCal, LLC 551.63%1.82%2.09%Q3 2022Q3 20235
Goodwin Investment Advisory 550.01%0.21%0.39%Q4 2020Q4 20215
N.E.W. Advisory Services LLC 410.04%0.06%0.09%Q4 2020Q1 20225
Rain Capital Management, LLC 554.68%5.28%6.14%Q3 2022Q3 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
RAND WEALTH, LLC 550.03%0.03%0.03%Q2 2014Q2 20155
DIXON HUBARD FEINOUR & BROWN INC/VA 550.49%0.66%0.92%Q2 2021Q2 20225
MBA Advisors LLC 550.76%1.01%1.26%Q1 2021Q1 20225
Davidson Capital Management Inc. 5516.74%19.57%23.71%Q3 2020Q3 20215
Strategic Capital Group LLC 550.07%0.13%0.22%Q2 2013Q2 20145
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.02%0.13%0.21%Q2 2018Q2 20205
Snider Financial Group 550.09%0.98%4.26%Q2 2021Q2 20225
Rotella Capital Management, Inc. 552.29%3.67%5.19%Q2 2013Q2 20145
IAG Wealth Partners, LLC 320.00%0.01%0.02%Q4 2019Q1 20225
MTM Investment Management, LLC 550.05%0.06%0.08%Q4 2020Q4 20215
Hexagon Capital Partners LLC 550.16%0.16%0.18%Q3 2022Q3 20235
Colonial Trust Co / SC 550.12%0.13%0.16%Q3 2022Q3 20235
YorkBridge Wealth Partners, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
FCG ADVISORS, LLC 310.06%0.22%0.64%Q4 2014Q2 20205
BB&T INVESTMENT SERVICES, INC. 550.15%0.18%0.20%Q4 2016Q4 20175
Roger Wittlin Investment Advisory, LLC 553.78%4.00%4.20%Q3 2022Q3 20235
GoalVest Advisory LLC 310.01%0.02%0.03%Q4 2020Q4 20235
Saba Capital Management, L.P. 210.05%1.10%3.88%Q2 2014Q4 20155
iAB Financial Bank 550.19%0.21%0.22%Q2 2016Q2 20175
Clarius Group, LLC 410.04%0.07%0.17%Q3 2016Q2 20205
Meridian Wealth Management, LLC 550.02%0.04%0.06%Q2 2022Q2 20235
Darwin Wealth Management, LLC 410.01%1.65%2.47%Q1 2020Q4 20215
Teamwork Financial Advisors, LLC 550.08%0.23%0.38%Q2 2020Q2 20215
TRANSATLANTIQUE PRIVATE WEALTH LLC 320.46%0.83%1.06%Q2 2022Q3 20235
WBI INVESTMENTS, LLC 210.05%1.35%3.98%Q2 2013Q1 20215
Elk River Wealth Management, LLC 550.05%0.06%0.08%Q4 2020Q4 20215
Blue Granite Capital, LLC 550.55%0.93%1.49%Q4 2016Q4 20175
OXFORD ASSET MANAGEMENT LLP 210.01%0.09%0.21%Q3 2017Q2 20195
HCR Wealth Advisors 550.01%0.01%0.01%Q4 2019Q4 20205
LOGAN CAPITAL MANAGEMENT INC 320.00%0.01%0.02%Q1 2021Q1 20235
ING GROEP NV 410.02%0.07%0.26%Q1 2013Q2 20235
RAY GERALD L & ASSOCIATES LTD 550.14%0.16%0.18%Q3 2016Q3 20175
PETTYJOHN, WOOD & WHITE, INC 550.05%0.06%0.06%Q1 2022Q1 20235
Cassady Schiller Wealth Management, LLC 410.04%0.05%0.06%Q4 2021Q3 20235
Wealth Architects, LLC 550.05%0.06%0.07%Q3 2020Q3 20215
Hoover Financial Advisors, Inc. 550.00%0.01%0.01%Q2 2020Q2 20215
LaSalle Street Capital Management, LLC 550.24%3.53%5.71%Q3 2018Q3 20195
Outlook Wealth Advisors, LLC 550.51%0.71%1.06%Q1 2020Q1 20215
Northwest Quadrant Wealth Management, LLC 550.15%5.24%6.73%Q4 2018Q4 20195
FIDUCIENT ADVISORS LLC 550.33%0.45%0.61%Q1 2022Q1 20235
Eagle Capital Management, LLC 558.01%8.23%8.68%Q4 2013Q4 20145
Jaffetilchin Investment Partners, LLC 310.07%1.04%2.33%Q3 2016Q3 20205
BNP PARIBAS FINANCIAL MARKETS 320.00%0.00%0.01%Q3 2021Q3 20235
Bridgewater Advisors Inc. 320.04%0.71%1.18%Q4 2013Q4 20215
BANK OF NOVA SCOTIA 310.00%0.00%0.00%Q3 2017Q1 20225
SHINE INVESTMENT ADVISORY SERVICES INC 410.00%0.00%0.01%Q4 2017Q3 20195
My Legacy Advisors, LLC 550.36%0.46%0.60%Q3 2022Q3 20235
EMERSON INVESTMENT MANAGEMENT, LLC 550.06%0.18%0.29%Q3 2014Q3 20155
Omega Financial Group, LLC 550.20%0.35%0.41%Q1 2022Q1 20235
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 320.00%0.00%0.01%Q4 2021Q3 20235
FourThought Financial, LLC 550.10%0.11%0.11%Q3 2021Q3 20225
CHOREO, LLC 320.02%0.06%0.09%Q1 2016Q1 20225
Intellectus Partners, LLC 550.02%0.02%0.02%Q2 2017Q2 20185
BUCKINGHAM STRATEGIC PARTNERS, LLC 320.01%0.02%0.04%Q1 2022Q3 20235
Zullo Investment Group, Inc. 550.02%0.02%0.03%Q4 2021Q4 20225
Astoria Strategic Wealth, Inc. 320.35%4.37%7.37%Q4 2019Q3 20235
Argentus Capital Management, LLC 550.01%0.04%0.07%Q3 2015Q3 20165
BG Investment Services, Inc. 555.85%6.46%7.00%Q4 2021Q4 20225
RESOLUTE FINANCIAL, LLC 556.82%7.53%8.41%Q4 2021Q4 20225
Accurate Wealth Management, LLC 550.08%0.10%0.13%Q3 2022Q3 20235
AMERICAN NATIONAL BANK & TRUST CO /VA/ 550.11%0.27%0.40%Q4 2013Q4 20145
Polaris Wealth Advisory Group, LLC 554.20%4.56%5.16%Q3 2013Q3 20145
FIRST CITIZENS BANCORPORATION INC 410.24%0.35%0.44%Q2 2013Q3 20145
Strategic Asset Management, LLC 550.14%0.17%0.27%Q3 2021Q3 20225
Argent Advisors, Inc. 555.96%6.23%6.77%Q3 2022Q3 20235
Kathmere Capital Management, LLC 550.03%1.96%4.95%Q4 2019Q4 20205
Patriot Wealth Management, Inc. 551.10%1.44%1.97%Q4 2017Q4 20185
Professional Financial Advisors, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
FIRST HORIZON CORP 410.04%0.07%0.14%Q2 2013Q2 20215
MIDDLETON & CO INC/MA 550.03%0.05%0.06%Q3 2022Q3 20235
Moloney Securities Asset Management, LLC 320.09%0.14%0.25%Q4 2016Q1 20185
Cascadia Advisory Services, LLC 320.13%0.24%0.42%Q2 2020Q3 20215
Colonial Trust Advisors 550.02%0.03%0.04%Q3 2022Q3 20235
S.A. Mason LLC 410.01%0.02%0.02%Q1 2020Q1 20225
Capasso Planning Partners LLC 550.24%0.47%0.66%Q3 2022Q3 20235
Seascape Capital Management 410.12%0.13%0.16%Q2 2022Q3 20235
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 550.02%0.02%0.02%Q3 2022Q3 20235
Williams Financial, LLC 552.18%5.26%6.72%Q4 2020Q4 20215
BRIGHTON JONES LLC 310.02%0.03%0.04%Q4 2018Q3 20235
HEADINVEST, LLC 410.01%0.10%0.13%Q3 2018Q3 20235
Round Table Services, LLC 310.07%0.27%0.96%Q3 2015Q4 20195
Raub Brock Capital Management LP 320.18%0.88%1.91%Q2 2013Q3 20145
Stratford Consulting, LLC 550.08%0.11%0.17%Q1 2019Q1 20205
LGL PARTNERS, LLC 550.11%0.52%2.06%Q4 2015Q4 20165
Sonora Investment Management, LLC 210.00%0.00%0.00%Q4 2017Q3 20205
Rockwood Wealth Management, LLC 550.12%0.28%0.39%Q3 2022Q3 20235
Portfolio Solutions, LLC 550.01%0.01%0.01%Q1 2017Q1 20185
NorthCoast Asset Management LLC 550.05%0.18%0.27%Q3 2020Q3 20215
GRAY FINANCIAL GROUP /GA /ADV /ADV 554.46%5.61%9.17%Q4 2015Q4 20165
HAMEL ASSOCIATES, INC. 440.87%0.90%0.92%Q4 2013Q3 20144
SMH CAPITAL ADVISORS INC 440.80%0.88%1.02%Q1 2022Q4 20224
BANK OF HAWAII 440.02%0.03%0.04%Q2 2013Q1 20144
SageView Advisory Group, LLC 440.03%0.06%0.08%Q4 2022Q3 20234
SP Asset Management LLC 440.43%0.56%0.67%Q4 2022Q3 20234
Stanford Investment Group, Inc. 310.02%0.02%0.03%Q2 2015Q4 20164
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
KAYS FINANCIAL ADVISORY CORP /ADV 310.17%0.52%1.51%Q4 2013Q4 20184
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Avalon Investment & Advisory 310.00%0.01%0.02%Q3 2020Q4 20224
First County Bank /CT/ 440.18%0.19%0.21%Q4 2022Q3 20234
Insight Wealth Strategies, LLC 440.04%0.07%0.10%Q4 2020Q3 20214
Morton Brown Family Wealth, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Financial Advisory Group 440.11%0.27%0.38%Q2 2013Q1 20144
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
WFA of San Diego, LLC 210.01%0.01%0.02%Q2 2022Q3 20234
Vision Capital Management, Inc. 441.99%2.13%2.32%Q3 2021Q2 20224
Northeast Financial Group, Inc. 440.61%0.73%0.87%Q4 2022Q3 20234
SAX WEALTH ADVISORS, LLC 440.55%0.79%1.04%Q4 2020Q3 20214
SAGE RHINO CAPITAL LLC 440.19%0.24%0.30%Q4 2021Q3 20224
CETERA INVESTMENT MANAGEMENT LLC 440.19%0.25%0.28%Q4 2015Q3 20164
INVESTORS TRUST INC 221.76%3.94%6.40%Q2 2013Q3 20144
Fort Point Capital Partners LLC 440.03%0.04%0.04%Q4 2022Q3 20234
SPX Gestao de Recursos Ltda 4411.82%14.95%16.97%Q4 2022Q3 20234
RDA Financial Network 440.14%0.23%0.33%Q2 2020Q1 20214
Cornerstone Wealth Group, LLC 440.09%0.10%0.11%Q1 2019Q4 20194
Black Maple Capital Management LP 440.15%0.23%0.37%Q4 2022Q3 20234
LifeSteps Financial, Inc. 440.22%0.24%0.26%Q4 2019Q3 20204
Institute for Wealth Management, LLC. 440.11%0.13%0.14%Q1 2019Q4 20194
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.02%0.02%0.03%Q1 2022Q4 20224
Columbus Macro, LLC 440.08%0.19%0.24%Q3 2022Q2 20234
US FINANCIAL ADVISORS, LLC 210.01%0.36%0.73%Q4 2014Q1 20214
Forza Wealth Management, LLC 442.22%2.42%2.90%Q4 2022Q3 20234
Perennial Investment Advisors, LLC 440.09%0.10%0.11%Q3 2020Q2 20214
PRIVATE CAPITAL MANAGEMENT LLC 440.22%0.37%0.48%Q3 2020Q2 20214
Weaver Consulting Group 440.47%0.68%0.81%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Narus Financial Partners, LLC 440.74%0.81%0.89%Q4 2016Q3 20174
PRUDENTIAL PLC 210.00%0.01%0.01%Q3 2018Q4 20224
New Republic Capital, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Optimum Quantvest Corp 4418.37%19.00%19.82%Q4 2019Q3 20204
Paulson Wealth Management Inc. 440.21%0.23%0.26%Q4 2017Q3 20184
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.70%1.23%2.32%Q4 2022Q3 20234
Horst & Graben Wealth Management LLC 440.24%1.98%2.85%Q2 2020Q1 20214
Clear Creek Financial Management, LLC 310.02%0.49%1.53%Q3 2020Q4 20224
1492 Capital Management LLC 440.14%0.15%0.15%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 440.08%0.13%0.17%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.00%0.10%0.38%Q4 2020Q3 20234
TORONTO DOMINION BANK 440.00%0.03%0.07%Q4 2022Q3 20234
Bristlecone Advisors, LLC 310.00%0.14%0.20%Q4 2015Q1 20234
HARRELL INVESTMENT PARTNERS, LLC 440.16%0.18%0.20%Q4 2020Q3 20214
CFS Investment Advisory Services, LLC 110.02%0.47%1.76%Q4 2020Q2 20234
FIRETHORN WEALTH PARTNERS, LLC 310.18%1.29%2.13%Q4 2020Q4 20214
SOLARIS ASSET MANAGEMENT LLC 310.06%0.06%0.07%Q4 2016Q4 20174
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NOMURA ASSET MANAGEMENT CO LTD 440.08%0.09%0.09%Q1 2021Q4 20214
Opus Capital Group, LLC 440.01%0.02%0.03%Q4 2013Q3 20144
Aevitas Wealth Management, Inc. 440.03%0.03%0.03%Q4 2017Q3 20184
Systelligence, LLC 440.16%0.39%0.53%Q4 2019Q3 20204
Seed Wealth Management, Inc. 440.56%0.66%0.79%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.27%0.32%0.41%Q4 2022Q3 20234
LVW Advisors, LLC 440.64%0.79%1.21%Q4 2022Q3 20234
Glassman Wealth Services 440.00%0.00%0.00%Q1 2021Q4 20214
WP Advisors, LLC 444.56%6.89%8.78%Q4 2016Q3 20174
Karn, Couzens & Associates, Inc. 440.25%0.30%0.35%Q4 2020Q3 20214
Busey Bank 442.88%3.01%3.23%Q4 2022Q3 20234
DDFG, Inc 445.28%6.09%8.09%Q4 2022Q3 20234
Tevis Investment Management 440.04%0.04%0.04%Q4 2021Q3 20224
PRESILIUM PRIVATE WEALTH, LLC 448.06%8.40%8.66%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 442.12%3.31%4.08%Q4 2022Q3 20234
Castle Rock Wealth Management, LLC 220.10%0.13%0.18%Q1 2020Q1 20214
West Oak Capital, LLC 440.05%0.07%0.09%Q3 2013Q2 20144
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
CAMBRIDGE TRUST CO 310.02%0.08%0.11%Q2 2013Q4 20164
BRADY FAMILY WEALTH, LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Townsend & Associates, Inc 220.07%0.09%0.10%Q3 2022Q3 20234
StoneX Group Inc. 440.05%0.08%0.10%Q1 2021Q4 20214
Karp Capital Management Corp 310.02%0.13%0.17%Q4 2014Q4 20184
Windsor Wealth Management, Inc. 440.04%0.05%0.05%Q2 2021Q1 20224
KDI CAPITAL PARTNERS LLC 310.17%1.54%2.12%Q4 2016Q4 20174
Watson Rebecca 443.18%3.54%3.81%Q4 2019Q3 20204
FormulaFolio Investments, LLC 310.01%0.07%0.25%Q4 2019Q4 20204
Clal Insurance Enterprises Holdings Ltd 440.00%0.00%0.00%Q4 2014Q3 20154
White Lighthouse Investment Management Inc. 440.26%0.28%0.30%Q4 2022Q3 20234
West Coast Financial LLC 440.04%0.06%0.07%Q4 2020Q3 20214
Japan Science & Technology Agency 448.48%11.09%12.35%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SECURITY NATIONAL BANK OF SO DAK 440.21%0.32%0.44%Q3 2021Q2 20224
Biltmore Capital Advisors LLC 440.20%0.43%0.56%Q4 2020Q3 20214
Bryn Mawr Capital Management, LLC 440.14%0.19%0.23%Q4 2022Q3 20234
WealthOne, LLC 310.08%0.11%0.13%Q4 2018Q4 20224
VIVID FINANCIAL MANAGEMENT, INC. 440.87%3.17%4.54%Q2 2020Q1 20214
Strategic Capital Alternatives LLC 310.05%0.09%0.13%Q3 2014Q3 20154
EverSource Wealth Advisors, LLC 210.00%0.00%0.01%Q4 2021Q3 20234
BAR HARBOR TRUST SERVICES 220.00%0.10%0.23%Q2 2013Q2 20224
KARLINSKI ANDREW C 440.19%0.25%0.39%Q4 2021Q3 20224
Centurion Wealth Management LLC 440.12%0.13%0.15%Q4 2022Q3 20234
Armbruster Capital Management, Inc. 440.03%0.04%0.04%Q4 2015Q3 20164
Equinox Institutional Asset Management, LP 4429.13%30.36%33.77%Q4 2015Q3 20164
ZWJ INVESTMENT COUNSEL INC 440.04%0.04%0.04%Q1 2017Q4 20174
ADVISOR PARTNERS II, LLC 310.02%0.09%0.27%Q3 2022Q3 20234
AVAII WEALTH MANAGEMENT, LLC 440.24%0.27%0.32%Q4 2022Q3 20234
Column Capital Advisors, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Crabel Capital Management, LLC 440.19%0.32%0.45%Q2 2018Q1 20194
Hoxton Planning & Management, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
PRENTISS SMITH & CO INC 310.04%0.06%0.08%Q3 2017Q3 20184
KLK CAPITAL MANAGEMENT LLC 447.60%9.33%10.10%Q2 2021Q1 20224
Southeast Asset Advisors Inc. 440.03%0.03%0.04%Q1 2021Q4 20214
CYPRESS CAPITAL MANAGEMENT LLC 440.29%0.32%0.38%Q4 2021Q3 20224
FinTrust Investment Advisory Services, LLC 220.19%0.98%1.94%Q2 2013Q4 20174
Truadvice, LLC 440.06%0.28%0.89%Q3 2020Q2 20214
Burt Wealth Advisors 440.02%0.02%0.03%Q1 2020Q4 20204
FORVIS Wealth Advisors, LLC 310.01%0.02%0.03%Q1 2015Q4 20224
REGATTA CAPITAL GROUP, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Royal Fund Management, LLC 210.00%0.00%0.01%Q3 2017Q4 20194
FourThought Financial Partners, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Trust Asset Management LLC 210.13%0.15%0.16%Q3 2011Q4 20184
Moors & Cabot, Inc. 220.04%0.08%0.10%Q1 2014Q4 20174
GOFEN & GLOSSBERG LLC /IL/ 310.01%0.02%0.02%Q2 2013Q4 20224
Eley Financial Management, Inc 446.12%6.34%6.53%Q4 2022Q3 20234
LexAurum Advisors, LLC 310.11%0.22%0.28%Q4 2017Q4 20204
Jackson Creek Investment Advisors LLC 440.09%0.10%0.12%Q1 2021Q4 20214
Cedar Brook Financial Partners, LLC 310.08%0.10%0.12%Q2 2022Q2 20234
Strategic Wealth Management Group, LLC 440.09%0.11%0.12%Q3 2020Q2 20214
Capstone Financial Group, Inc. 440.09%0.35%0.62%Q4 2019Q3 20204
DEERE & CO 440.52%0.53%0.55%Q1 2014Q4 20144
Lee Financial Co 440.00%0.00%0.01%Q4 2022Q3 20234
Wayfinding Financial, LLC 310.24%0.55%0.70%Q3 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Beaumont Financial Advisors, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 316.19%6.87%8.74%Q4 2018Q3 20234
Grey Fox Wealth Advisors, LLC 440.32%0.38%0.46%Q4 2022Q3 20234
Sonoma Private Wealth LLC 440.46%0.82%1.63%Q4 2022Q3 20234
Family Asset Management, LLC 440.02%0.38%0.99%Q4 2022Q3 20234
Solstein Capital, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Pinion Investment Advisors, LLC 330.24%0.28%0.30%Q1 2022Q3 20223
Schrum Private Wealth Management LLC 330.23%0.24%0.26%Q4 2021Q2 20223
Pineno Levin & Ford Asset Management, Inc. 330.28%0.31%0.32%Q2 2021Q4 20213
Resurgent Financial Advisors LLC 330.03%0.03%0.03%Q1 2023Q3 20233
LMCG INVESTMENTS, LLC 330.68%0.76%0.81%Q1 2022Q3 20223
WOODWARD DIVERSIFIED CAPITAL, LLC 330.17%0.17%0.18%Q1 2023Q3 20233
FEDERAL RESERVE BANK OF NEW YORK 337.82%8.61%10.00%Q4 2020Q2 20213
Raleigh Capital Management Inc. 210.00%0.01%0.04%Q1 2022Q4 20223
Autumn Glory Partners, LLC 210.12%0.17%0.23%Q4 2022Q3 20233
Ensign Peak Advisors, Inc 330.02%0.02%0.03%Q2 2020Q4 20203
Cardinal Capital Management 330.16%0.16%0.16%Q1 2023Q3 20233
HATTON CONSULTING, INC. 331.87%2.35%2.97%Q1 2021Q3 20213
First Farmers & Merchants Bank / Trust 330.32%0.33%0.34%Q1 2022Q3 20223
Keystone Wealth Services, LLC 330.10%0.22%0.39%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 330.20%0.42%0.81%Q1 2023Q3 20233
JB Capital LLC 210.08%0.25%0.57%Q4 2021Q4 20223
Pinnacle Private Wealth, LLC 330.11%0.13%0.14%Q4 2021Q2 20223
Kathleen S. Wright Associates Inc. 330.06%0.07%0.07%Q3 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.04%0.05%Q3 2022Q3 20233
Prostatis Group LLC 331.38%1.56%1.72%Q4 2020Q2 20213
Moisand Fitzgerald Tamayo, LLC 210.00%0.01%0.01%Q4 2015Q2 20203
Phraction Management LLC 330.18%0.24%0.34%Q4 2021Q2 20223
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.01%Q4 2022Q2 20233
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q3 2018Q1 20203
Highview Capital Management LLC/DE/ 330.32%0.42%0.49%Q1 2022Q3 20223
NEW ENGLAND ASSET MANAGEMENT INC 210.01%0.02%0.06%Q3 2013Q3 20223
NVWM, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MONROE BANK & TRUST/MI 330.09%0.14%0.16%Q3 2015Q1 20163
Jefferies Group LLC 110.00%0.01%0.02%Q4 2013Q1 20203
CONNORS INVESTOR SERVICES INC 330.04%0.05%0.05%Q4 2021Q2 20223
BREMER TRUST NATIONAL ASSOCIATION 330.10%0.12%0.13%Q2 2018Q4 20183
VANTAGEPOINT INVESTMENT ADVISERS LLC 331.50%1.92%2.28%Q2 2022Q4 20223
Genesis Wealth Advisors, LLC 330.27%0.40%0.48%Q4 2014Q2 20153
Diversified Portfolios, Inc. 210.07%0.35%0.90%Q4 2021Q3 20233
FIRST CITIZENS BANK & TRUST CO 210.01%0.03%0.04%Q3 2016Q4 20213
INTREPID CAPITAL MANAGEMENT INC 330.14%0.23%0.28%Q2 2020Q4 20203
ROFFMAN MILLER ASSOCIATES INC /PA/ 210.01%0.02%0.03%Q1 2022Q2 20233
EQ LLC 330.24%0.27%0.31%Q4 2020Q2 20213
VAN ECK ASSOCIATES CORP 330.02%0.13%0.21%Q3 2015Q1 20163
PALLADIEM, LLC 210.04%1.92%5.28%Q4 2014Q3 20153
CAPITAL ADVISORS INC/OK 330.02%0.03%0.06%Q4 2016Q2 20173
Alliance Wealth Management Group 330.52%0.57%0.61%Q1 2017Q3 20173
ANCHOR CAPITAL ADVISORS LLC 330.36%0.37%0.38%Q1 2023Q3 20233
Personal Wealth Partners 210.02%0.02%0.02%Q3 2019Q2 20213
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q3 2015Q3 20173
RATIONAL ADVISORS LLC 330.00%0.00%0.00%Q1 2017Q3 20173
NOMURA HOLDINGS INC 330.01%0.02%0.04%Q2 2013Q4 20133
FOSTER & MOTLEY INC 210.05%0.08%0.09%Q2 2013Q1 20143
Virtue Capital Management, LLC 330.09%0.12%0.15%Q3 2018Q1 20193
Fusion Investment Group, LLC 330.76%0.79%0.83%Q4 2014Q2 20153
Capital One Investing, Inc. 330.23%0.26%0.29%Q1 2019Q3 20193
PRIVATE ASSET MANAGEMENT INC 330.04%0.05%0.06%Q2 2018Q4 20183
Lake Point Wealth Management 210.00%0.01%0.01%Q1 2019Q2 20223
Intercontinental Wealth Advisors, LLC 210.06%0.19%0.45%Q2 2017Q2 20233
MAPLE SECURITIES USA INC 330.11%0.12%0.13%Q4 2014Q2 20153
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
First Command Financial Services, Inc. 110.00%0.00%0.01%Q1 2018Q3 20223
MONOGRAPH WEALTH ADVISORS, LLC 330.46%0.50%0.53%Q4 2022Q2 20233
Blume Capital Management, Inc. 330.02%0.02%0.02%Q1 2014Q3 20143
Winch Advisory Services, LLC 330.01%0.01%0.01%Q4 2015Q2 20163
WT Wealth Management 210.19%0.24%0.29%Q3 2019Q1 20233
UNITED BANK 335.52%6.37%7.15%Q1 2023Q3 20233
ProVise Management Group, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
tru Independence LLC 330.08%0.08%0.08%Q3 2021Q1 20223
Independence Trust CO 330.19%0.30%0.42%Q4 2014Q2 20153
OTA Financial Group L.P. 110.44%0.81%1.47%Q2 2020Q1 20233
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
RIVERSEDGE ADVISORS, LLC 331.29%3.20%4.51%Q1 2023Q3 20233
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Beck Bode, LLC 330.11%0.13%0.14%Q1 2022Q3 20223
MONTAG & CALDWELL, LLC 330.04%0.04%0.04%Q2 2022Q4 20223
Cable Hill Partners, LLC 210.01%0.01%0.01%Q4 2017Q1 20193
Relyea Zuckerberg Hanson LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.17%0.22%0.26%Q4 2017Q2 20183
Wealth Alliance 330.07%0.18%0.32%Q1 2021Q3 20213
XL Group Investments Ltd 330.50%0.91%1.15%Q4 2016Q2 20173
Parsec Financial Management, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
Risk Paradigm Group, LLC 330.05%0.09%0.15%Q1 2015Q3 20153
Austin Private Wealth, LLC 331.14%1.31%1.52%Q2 2020Q4 20203
SG Select LLC 337.10%7.81%8.24%Q3 2013Q1 20143
JFS WEALTH ADVISORS, LLC 110.00%0.02%0.05%Q3 2015Q2 20233
Financial Sense Advisors, Inc. 330.08%0.09%0.09%Q2 2021Q4 20213
SWISS REINSURANCE CO LTD 331.98%3.37%5.10%Q2 2013Q4 20133
San Luis Wealth Advisors LLC 110.12%0.27%0.47%Q4 2020Q1 20223
Capital Wealth Planning, LLC 330.01%0.01%0.02%Q2 2019Q4 20193
Kelman-Lazarov, Inc. 330.01%0.01%0.02%Q2 2016Q4 20163
MADISON WEALTH MANAGEMENT 330.12%0.14%0.15%Q2 2020Q4 20203
Gilman Hill Asset Management, LLC 210.06%0.09%0.15%Q4 2020Q4 20213
Financial Gravity Companies, Inc. 210.02%0.06%0.13%Q4 2017Q4 20183
Vigilare Wealth Management 330.62%0.85%1.21%Q2 2020Q4 20203
Annex Advisory Services, LLC 210.03%0.08%0.11%Q1 2020Q2 20223
Madden Advisory Services, Inc. 330.02%0.03%0.03%Q2 2013Q4 20133
Kabarec Financial Advisors, Ltd. 330.03%0.03%0.03%Q4 2017Q2 20183
Trivant Custom Portfolio Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.06%0.07%0.07%Q2 2017Q4 20173
ABLE Financial Group, LLC 331.96%2.38%2.69%Q1 2023Q3 20233
Secrest Blakey & Associates, LLC 330.02%0.02%0.03%Q1 2019Q3 20193
Menard Financial Group LLC 330.46%2.60%6.83%Q2 2020Q4 20203
Aprio Wealth Management, LLC 332.20%6.20%8.30%Q1 2023Q3 20233
Park Place Capital Corp 210.01%0.03%0.06%Q4 2022Q3 20233
Financial Freedom, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
TFB Advisors LLC 330.40%1.53%2.57%Q4 2022Q2 20233
LGT Financial Advisors LLC 210.07%0.08%0.09%Q4 2022Q3 20233
Redhawk Wealth Advisors, Inc. 330.05%1.20%2.12%Q3 2020Q1 20213
Glass Jacobson Investment Advisors llc 210.13%0.13%0.14%Q4 2022Q3 20233
BADGLEY PHELPS & BELL INC 330.01%0.01%0.01%Q3 2019Q1 20203
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.44%1.75%3.91%Q4 2021Q2 20223
Virtu Financial LLC 210.05%0.09%0.16%Q3 2017Q2 20183
Sugarloaf Wealth Management, LLC 210.00%0.01%0.02%Q1 2021Q3 20233
Cornerstone Planning Group LLC 210.05%0.05%0.06%Q4 2022Q3 20233
Source Financial Advisors LLC 330.80%0.90%1.07%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 331.42%1.57%1.75%Q1 2023Q3 20233
Clean Yield Group 210.00%0.00%0.00%Q1 2015Q2 20163
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.02%0.03%Q3 2014Q1 20163
EWA, LLC 333.55%3.62%3.70%Q1 2023Q3 20233
Hall Kathryn A. 330.52%0.65%0.79%Q4 2014Q2 20153
Nelson Capital Management, LLC 331.68%3.99%5.34%Q1 2023Q3 20233
Centerpoint Advisors, LLC 330.01%0.05%0.09%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.02%0.04%Q4 2022Q2 20233
Versant Capital Management, Inc 330.01%0.01%0.01%Q1 2016Q3 20163
Windhaven Investment Management, Inc. 210.01%1.91%5.71%Q1 2014Q4 20143
Cape Investment Advisory, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
Portland Global Advisors LLC 210.13%0.53%0.88%Q2 2014Q4 20193
DFPG INVESTMENTS, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Phoenix Wealth Advisors 330.00%0.00%0.01%Q4 2020Q2 20213
Azimuth Capital Investment Management LLC 210.01%0.01%0.01%Q2 2022Q2 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Novak Financial Planning, LLC 330.33%0.47%0.56%Q4 2020Q2 20213
WealthPlan Investment Management, LLC 210.05%0.06%0.07%Q1 2022Q4 20223
BEESE FULMER INVESTMENT MANAGEMENT, INC. 210.02%0.02%0.02%Q2 2020Q3 20213
Savant Capital, LLC 210.01%0.02%0.03%Q1 2022Q3 20233
BMS Financial Advisors, LLC 110.33%0.33%0.34%Q4 2021Q4 20223
ANCORA FAMILY WEALTH ADVISORS, LLC 330.16%0.17%0.19%Q1 2016Q3 20163
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.00%0.04%0.08%Q3 2019Q1 20202
First Command Bank 110.01%0.01%0.01%Q4 2020Q3 20222
Squar Milner Financial Services LLC 110.00%0.01%0.03%Q2 2018Q4 20192
CABANA LLC 110.00%0.01%0.01%Q4 2019Q2 20202
Smart Money Group LLC 222.35%2.43%2.51%Q2 2020Q3 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Hefty Wealth Partners 220.00%0.00%0.00%Q3 2017Q4 20172
KHP Capital, LLC 220.14%0.20%0.26%Q2 2018Q3 20182
MACKENZIE FINANCIAL CORP 220.01%0.01%0.01%Q2 2018Q3 20182
D.B. Root & Company, LLC 220.33%0.34%0.36%Q2 2018Q3 20182
Steigerwald, Gordon & Koch Inc. 110.04%0.13%0.22%Q4 2011Q4 20222
Mandatum Life Insurance Co Ltd 110.00%0.01%0.02%Q4 2015Q4 20172
Stokes Capital Advisors, LLC 110.07%0.17%0.26%Q1 2022Q4 20222
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20222
CMH Wealth Management LLC 220.56%0.61%0.66%Q1 2018Q2 20182
FFT WEALTH MANAGEMENT LLC 220.30%0.36%0.43%Q4 2016Q1 20172
Cleary Gull Holdings Inc. 220.01%5.34%10.66%Q4 2015Q1 20162
Wealthspire Advisors, LLC 110.01%0.02%0.02%Q1 2021Q3 20222
Domani Wealth, LLC 110.04%0.08%0.12%Q1 2015Q3 20152
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
Blue Chip Partners, LLC 220.03%0.05%0.08%Q2 2022Q3 20222
Alera Investment Advisors, LLC 220.06%0.36%0.66%Q4 2018Q1 20192
COMMUNITY TRUST & INVESTMENT CO 220.06%0.06%0.06%Q2 2015Q3 20152
Alpha Quant Advisors, LLC 220.65%0.65%0.66%Q4 2018Q1 20192
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.01%Q4 2022Q3 20232
Wealthfront Advisers LLC 110.00%0.00%0.00%Q4 2021Q4 20222
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.34%0.36%0.37%Q3 2017Q4 20172
Arlington Capital Management, Inc. 220.29%0.30%0.30%Q4 2015Q1 20162
Sound View Wealth Advisors, LLC 220.08%0.11%0.14%Q4 2018Q1 20192
WealthBridge Capital Management, LLC 220.10%0.11%0.12%Q4 2018Q1 20192
Signator Financial Services, Inc. 220.08%0.09%0.09%Q2 2013Q3 20132
ERTS Wealth Advisors, LLC 220.11%0.17%0.24%Q4 2018Q1 20192
Tarbox Family Office, Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
Verity Asset Management, Inc. 220.15%0.15%0.15%Q1 2021Q2 20212
D. SCOTT NEAL, INC. 229.43%9.75%10.08%Q4 2013Q1 20142
Penserra Capital Management LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Municipal Employees' Retirement System of Michigan 220.49%0.53%0.58%Q3 2019Q4 20192
SVA Wealth Management, LLC 110.02%0.05%0.08%Q4 2014Q4 20202
Cornerstone Retirement Group, Inc. 220.10%0.11%0.12%Q1 2023Q2 20232
Meeder Advisory Services, Inc. 222.51%2.61%2.70%Q2 2023Q3 20232
EVOKE WEALTH, LLC 110.00%0.08%0.16%Q3 2021Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q2 20192
CANTOR FITZGERALD, L. P. 220.00%0.00%0.01%Q2 2022Q3 20222
CALIBER WEALTH MANAGEMENT, LLC 221.82%1.82%1.82%Q2 2021Q3 20212
Summit Place Financial Advisors, LLC 220.20%0.21%0.23%Q1 2022Q2 20222
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
D L CARLSON INVESTMENT GROUP INC 222.30%2.31%2.32%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Spruce Investment Advisors LLC 223.16%3.34%3.52%Q4 2016Q1 20172
Efficient Advisors, LLC 220.97%1.02%1.08%Q1 2016Q2 20162
Glaxis Capital Management, LLC 227.73%21.28%34.84%Q2 2014Q3 20142
Nadler Financial Group, Inc. 220.18%0.19%0.20%Q3 2013Q4 20132
BALLAST ADVISORS LLC 110.00%0.01%0.02%Q1 2022Q3 20232
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q1 2020Q2 20232
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.00%0.00%0.00%Q4 2017Q1 20182
Quantitative Strategies, Inc. 220.58%0.62%0.66%Q2 2023Q3 20232
Wellspring Financial Advisors, LLC 220.99%1.01%1.02%Q2 2023Q3 20232
Auxano Advisors, LLC 220.28%0.29%0.30%Q4 2021Q1 20222
Camarda Financial Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20152
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.04%0.07%Q4 2020Q4 20212
Coombe, Bender & Co LLC 220.13%0.13%0.14%Q4 2022Q1 20232
BANQUE PICTET & CIE SA 220.05%0.05%0.05%Q2 2017Q3 20172
Walkner Condon Financial Advisors LLC 220.10%0.11%0.12%Q3 2020Q4 20202
Dynamic Technology Lab Private Ltd 110.02%0.06%0.10%Q1 2020Q1 20222
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2019Q2 20212
Edgestream Partners, L.P. 220.04%0.05%0.06%Q2 2023Q3 20232
Advisor Resource Council 220.02%0.05%0.08%Q3 2021Q4 20212
Cougar Global Investments Ltd 222.94%3.14%3.34%Q2 2020Q3 20202
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Sage Mountain Advisors LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Sand Hill Global Advisors, LLC 110.05%0.07%0.10%Q2 2022Q4 20222
Centennial Wealth Advisory LLC 221.94%2.51%3.08%Q4 2020Q1 20212
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.60%0.60%0.61%Q2 2013Q3 20132
Clear Perspectives Financial Planning, LLC 220.04%0.05%0.05%Q4 2020Q1 20212
Thomas J. Herzfeld Advisors, Inc. 220.16%0.16%0.17%Q4 2017Q1 20182
Diversified, LLC 110.09%0.09%0.10%Q4 2020Q1 20222
Alpha DNA Investment Management LLC 220.00%0.01%0.02%Q4 2020Q1 20212
McClarren Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
SIMPLEX TRADING, LLC 110.00%0.01%0.01%Q2 2015Q1 20202
Latitude Advisors, LLC 220.13%0.20%0.26%Q2 2021Q3 20212
Precision Wealth Strategies, LLC 221.15%2.39%3.63%Q2 2023Q3 20232
Orin Green Financial, LLC 220.20%0.20%0.20%Q4 2020Q1 20212
Bickling Financial Services, Inc. 220.16%0.18%0.21%Q4 2020Q1 20212
PGIM Custom Harvest LLC 220.01%0.08%0.15%Q2 2021Q3 20212
Asset Dedication, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
3D/L Capital Management, LLC 220.06%0.06%0.06%Q1 2021Q2 20212
Tranquilli Financial Advisor LLC 220.44%0.44%0.44%Q2 2021Q3 20212
GALAXY CAPITAL TRADING LTD 220.48%1.08%1.68%Q3 2013Q4 20132
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.24%0.33%0.41%Q4 2022Q1 20232
NewEdge Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pallas Capital Advisors LLC 220.07%0.07%0.08%Q3 2021Q4 20212
Truepoint, Inc. 220.02%0.02%0.02%Q1 2018Q2 20182
Crestmont Private Wealth LLC 220.11%0.11%0.11%Q4 2021Q1 20222
Independent Wealth Network Inc. 220.66%0.68%0.70%Q3 2021Q4 20212
Baltimore-Washington Financial Advisors Inc. 223.48%3.63%3.77%Q2 2013Q3 20132
Schubert & Co 220.04%0.04%0.04%Q2 2022Q3 20222
WIN ADVISORS, INC 220.00%0.00%0.00%Q4 2021Q1 20222
American Trust 220.02%0.02%0.02%Q4 2022Q1 20232
SAXON INTERESTS, INC. 220.70%0.76%0.82%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.10%0.10%0.11%Q4 2021Q1 20222
MAS Advisors LLC 220.39%0.58%0.76%Q4 2021Q1 20222
Scissortail Wealth Management, LLC 111.00%1.00%1.00%Q4 2021Q2 20222
MATRIX PRIVATE CAPITAL GROUP LLC 220.04%0.04%0.05%Q3 2020Q4 20202
Missouri Trust & Investment Co 220.00%0.00%0.00%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q2 20232
Life Planning Partners, Inc 220.10%0.10%0.10%Q2 2022Q3 20222
HB Wealth Management, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Manchester Capital Management LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CENTRAL BANK OF BRAZIL 220.00%0.00%0.00%Q1 2022Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.18%0.23%0.28%Q2 2013Q3 20132
Fortitude Advisory Group L.L.C. 220.03%0.04%0.04%Q4 2021Q1 20222
Seaside Wealth Management, Inc. 220.17%0.19%0.21%Q2 2022Q3 20222
Sanford Advisory Services, LLC 110.05%0.06%0.06%Q4 2020Q2 20212
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
DAYMARK WEALTH PARTNERS, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Kingdom Financial Group LLC. 220.42%0.50%0.57%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.04%0.07%0.10%Q3 2022Q4 20222
Breakwater Capital Group 220.12%0.14%0.16%Q1 2023Q2 20232
B.O.S.S. Retirement Advisors, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.47%0.54%0.61%Q4 2022Q3 20232
Legacy Capital Group California, Inc. 220.57%0.63%0.69%Q1 2023Q2 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.75%1.50%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.20%0.21%0.23%Q2 2023Q3 20232
UNION SAVINGS BANK 220.34%0.35%0.35%Q2 2023Q3 20232
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q2 2018Q3 20182
CIM, LLC 220.05%0.06%0.06%Q3 2022Q4 20222
GlobalBridge, Inc. 220.22%0.27%0.32%Q4 2013Q1 20142
Clark Capital Management Group, Inc. 220.41%0.47%0.52%Q2 2013Q3 20132
AlphaMark Advisors, LLC 220.10%0.10%0.10%Q2 2013Q3 20132
Advisors Capital Management, LLC 220.01%0.01%0.02%Q1 2020Q2 20202
BANK OF NOVA SCOTIA TRUST CO 220.03%0.03%0.04%Q2 2020Q3 20202
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 220.20%0.41%0.63%Q1 2016Q2 20162
CALDWELL SUTTER CAPITAL, INC. 220.02%0.03%0.04%Q2 2023Q3 20232
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
WILLIAMS JONES & ASSOCIATES LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Yorktown Management & Research Co Inc 220.06%0.07%0.07%Q4 2015Q1 20162
Rock Point Advisors, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.02%0.22%0.42%Q3 2018Q2 20212
MONTGOMERY INVESTMENT MANAGEMENT INC 220.14%0.15%0.16%Q2 2013Q3 20132
CHEMUNG CANAL TRUST CO 220.12%0.12%0.13%Q2 2016Q3 20162
BECKER CAPITAL MANAGEMENT INC 220.04%0.04%0.04%Q2 2023Q3 20232
Itau Unibanco Holding S.A. 110.65%0.79%0.93%Q3 2016Q2 20172
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q3 2019Q4 20192
RESOURCE CONSULTING GROUP INC 228.38%8.48%8.57%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
STANCORP INVESTMENT ADVISERS INC 220.07%0.07%0.07%Q4 2014Q1 20152
TDAM USA INC. 220.14%0.16%0.18%Q3 2018Q4 20182
WEST CHESTER CAPITAL ADVISORS, INC 220.95%1.43%1.91%Q2 2023Q3 20232
PIN OAK INVESTMENT ADVISORS INC 220.01%0.01%0.01%Q3 2019Q4 20192
TOTH FINANCIAL ADVISORY CORP 220.01%0.01%0.01%Q4 2017Q1 20182
ACADIA TRUST NA 220.08%0.08%0.08%Q3 2014Q4 20142
BTR CAPITAL MANAGEMENT INC 220.13%0.13%0.13%Q2 2021Q3 20212
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q3 2013Q4 20132
SILVER OAK SECURITIES, INCORPORATED 220.05%0.07%0.08%Q1 2022Q2 20222
REINHART PARTNERS, LLC. 220.02%0.02%0.02%Q4 2014Q1 20152
VAN STRUM & TOWNE INC. 110.09%0.09%0.09%Q2 2022Q2 20232
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 220.66%0.70%0.74%Q3 2021Q4 20212
Pinnacle Summer Investments, Inc. 220.00%0.00%0.00%Q3 2015Q4 20152
SUMMIT CAPITAL MANAGEMENT LLC 220.16%0.17%0.18%Q2 2013Q3 20132
Ridgewood Investments LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Black Swift Group, LLC 220.22%10.99%21.76%Q3 2022Q4 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
LWM Advisory Services, LLC 220.50%0.51%0.52%Q4 2021Q1 20222
DeDora Capital, Inc. 110.01%0.01%0.02%Q4 2019Q1 20222
Forefront Analytics, LLC 220.28%0.29%0.30%Q4 2017Q1 20182
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Windsor Advisory Group, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q3 20181
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Astoria Portfolio Advisors LLC. 110.12%0.12%0.12%Q4 2022Q4 20221
First PREMIER Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.33%0.33%0.33%Q3 2015Q3 20151
BRINKER CAPITAL INC 110.49%0.49%0.49%Q2 2020Q2 20201
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Altus Wealth Group LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Global Assets Advisory, LLC 111.56%1.56%1.56%Q2 2022Q2 20221
MONARCH CAPITAL MANAGEMENT INC/ 110.14%0.14%0.14%Q1 2015Q1 20151
Willow Street Advisors LLC 110.16%0.16%0.16%Q2 2013Q2 20131
Second Half Financial Partners, LLC 110.68%0.68%0.68%Q2 2023Q2 20231
GUARDIAN CAPITAL ADVISORS LP 110.03%0.03%0.03%Q4 2014Q4 20141
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q3 2017Q3 20171
Hibernia Wealth Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Cyndeo Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Bath Savings Trust Co 110.03%0.03%0.03%Q3 2022Q3 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
Kessler Investment Group, LLC 110.39%0.39%0.39%Q3 2013Q3 20131
Berkshire Bank 110.08%0.08%0.08%Q3 2020Q3 20201
EDGE ASSET MANAGEMENT, INC 110.08%0.08%0.08%Q4 2016Q4 20161
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Gallagher Benefit Services, Inc. 113.81%3.81%3.81%Q4 2022Q4 20221
Verum Partners LLC 110.48%0.48%0.48%Q3 2023Q3 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Crow Point Partners, LLC 110.21%0.21%0.21%Q4 2017Q4 20171
Capital CS Group, LLC 110.38%0.38%0.38%Q4 2021Q4 20211
Goodman Financial Corp 114.49%4.49%4.49%Q2 2022Q2 20221
New Hampshire Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Signature Wealth Management Partners, LLC 117.85%7.85%7.85%Q4 2020Q4 20201
CapWealth Advisors, LLC 110.58%0.58%0.58%Q2 2013Q2 20131
SHAKESPEARE WEALTH MANAGEMENT, INC. 110.09%0.09%0.09%Q3 2021Q3 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cornerstone Advisors, Inc. 110.98%0.98%0.98%Q2 2014Q2 20141
Onyx Bridge Wealth Group LLC 110.32%0.32%0.32%Q3 2022Q3 20221
Peregrine Asset Advisers, Inc. 110.76%0.76%0.76%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Waypoint Wealth Partners Inc. 110.84%0.84%0.84%Q4 2020Q4 20201
HTG Investment Advisors, Inc. 110.21%0.21%0.21%Q2 2023Q2 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Fortis Group Advisors, LLC 111.60%1.60%1.60%Q1 2023Q1 20231
Mendota Financial Group, LLC 112.01%2.01%2.01%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.07%0.07%0.07%Q3 2017Q3 20171
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Ceros Financial Services Inc. 110.70%0.70%0.70%Q1 2019Q1 20191
Commonwealth Financial Services, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Standard Family Office LLC 110.43%0.43%0.43%Q3 2022Q3 20221
Destiny Capital Corp/CO 110.29%0.29%0.29%Q2 2023Q2 20231
Prossimo Advisors, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Beaumont Capital Management, LLC 112.08%2.08%2.08%Q4 2022Q4 20221
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.26%0.26%0.26%Q2 2018Q2 20181
United Asset Strategies, Inc. 110.29%0.29%0.29%Q4 2013Q4 20131
Triangle Securities Wealth Management 110.11%0.11%0.11%Q2 2013Q2 20131
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Visionary Asset Management, Inc. 110.78%0.78%0.78%Q3 2015Q3 20151
PEOPLES FINANCIAL SERVICES CORP. 110.01%0.01%0.01%Q1 2022Q1 20221
Grey Street Capital, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Consolidated Portfolio Review Corp 110.11%0.11%0.11%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ZRC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BCWM, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Francis Financial, Inc. 110.33%0.33%0.33%Q2 2022Q2 20221
Kensington Asset Management, LLC 113.08%3.08%3.08%Q2 2023Q2 20231
Affiance Financial, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
University of Massachusetts Foundation, Inc. 119.39%9.39%9.39%Q1 2020Q1 20201
Soltis Investment Advisors LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Keeley-Teton Advisors, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Key Bridge Compliance, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Acertus Capital Management, LLC 110.10%0.10%0.10%Q3 2016Q3 20161
Armstrong, Fleming & Moore, Inc 110.23%0.23%0.23%Q3 2023Q3 20231
Smith & Howard Wealth Management, LLC 111.59%1.59%1.59%Q4 2015Q4 20151
Aureus Asset Management, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
FINANCIAL ADVISORY PARTNERS, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Equita Financial Network, Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q2 2016Q2 20161
SYNTAX RESEARCH, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
Iowa State Bank 110.25%0.25%0.25%Q2 2016Q2 20161
United Community Bank 111.58%1.58%1.58%Q3 2023Q3 20231
Exchange Bank 110.26%0.26%0.26%Q2 2023Q2 20231
Stone Toro Investment Advisers, LP 110.64%0.64%0.64%Q2 2013Q2 20131
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Aurora Private Wealth, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Estate Counselors, LLC 111.14%1.14%1.14%Q4 2022Q4 20221
Royal Harbor Partners, LLC 115.10%5.10%5.10%Q4 2019Q4 20191
Fusion Family Wealth LLC 110.02%0.02%0.02%Q4 2016Q4 20161
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Great Lakes Retirement, Inc. 110.44%0.44%0.44%Q4 2019Q4 20191
Edge Wealth Management LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Glacier Peak Capital LLC 111.23%1.23%1.23%Q3 2019Q3 20191
Lionsbridge Wealth Management LLC 114.43%4.43%4.43%Q4 2019Q4 20191
Jolley Asset Management, LLC 111.32%1.32%1.32%Q1 2018Q1 20181
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Maryland Capital Management 110.02%0.02%0.02%Q4 2020Q4 20201
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Provident Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Regis Management CO LLC 110.21%0.21%0.21%Q1 2017Q1 20171
FIRST AMERICAN TRUST, FSB 110.09%0.09%0.09%Q3 2013Q3 20131
Headlands Technologies LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q4 2015Q4 20151
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Personal Capital Advisors Corp 110.01%0.01%0.01%Q2 2018Q2 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.14%0.14%0.14%Q4 2019Q4 20191
Fiduciary Planning LLC 112.43%2.43%2.43%Q1 2020Q1 20201
Zions Bancorporation, N.A. 110.02%0.02%0.02%Q1 2022Q1 20221
Pinnacle Wealth Advisors 110.27%0.27%0.27%Q2 2021Q2 20211
AURORA FINANCIAL ADVISORS, LLC 110.60%0.60%0.60%Q4 2017Q4 20171
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Ironwood Investment Counsel, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Willingdon Wealth Management 110.00%0.00%0.00%Q4 2019Q4 20191
Polar Asset Management Partners Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
MEMBERS CAPITAL ADVISORS INC 119.77%9.77%9.77%Q3 2021Q3 20211
Williams Jones Wealth Management, LLC. 110.88%0.88%0.88%Q3 2023Q3 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Osborn Williams & Donohoe LLC 110.40%0.40%0.40%Q1 2019Q1 20191
Kalos Management, Inc. 110.10%0.10%0.10%Q1 2021Q1 20211
ORSER CAPITAL MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
NORTHSTAR CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
JMG Financial Group, Ltd. 110.01%0.01%0.01%Q2 2022Q2 20221
SteelBridge Private Wealth Advisors LLC 111.72%1.72%1.72%Q1 2016Q1 20161
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PNC Managed Account Solutions, Inc. 111.84%1.84%1.84%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Stratos Investment Management, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Parkside Advisors LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.42%0.42%0.42%Q1 2021Q1 20211
Vontobel Holding Ltd. 110.01%0.01%0.01%Q4 2020Q4 20201
Heritage Wealth Advisors 110.32%0.32%0.32%Q3 2015Q3 20151
Empowered Funds, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Pinnacle Family Advisors, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 110.53%0.53%0.53%Q2 2013Q2 20131
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
WBH ADVISORY INC 110.04%0.04%0.04%Q1 2022Q1 20221
CAMDEN NATIONAL CORP 110.08%0.08%0.08%Q1 2021Q1 20211
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q2 2015Q2 20151
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Foster Victor Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Paradigm Financial Advisors, LLC 110.23%0.23%0.23%Q3 2015Q3 20151
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.02%0.02%0.02%Q3 2021Q3 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BALYASNY ASSET MANAGEMENT L.P. 110.19%0.19%0.19%Q1 2020Q1 20201
Friedenthal Financial 117.12%7.12%7.12%Q4 2013Q4 20131
FIRST FINANCIAL EQUITY CORPORATION 111.14%1.14%1.14%Q1 2017Q1 20171
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q3 2020Q3 20201
NewFocus Financial Group, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Yarbrough Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Dai-ichi Life Insurance Company, Ltd 118.97%8.97%8.97%Q3 2023Q3 20231
Mariner Wealth Advisors-Madison, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
FCA CORP /TX 110.26%0.26%0.26%Q3 2023Q3 20231
STEEL GROVE CAPITAL ADVISORS, LLC 110.13%0.13%0.13%Q1 2014Q1 20141
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Caprock Group, LLC 110.24%0.24%0.24%Q2 2016Q2 20161
Garde Capital, Inc. 110.72%0.72%0.72%Q3 2014Q3 20141
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2020Q4 20201
Cornerstone Capital, Inc. 110.07%0.07%0.07%Q3 2013Q3 20131
Unified Trust Company, N.A. 110.88%0.88%0.88%Q4 2018Q4 20181
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MONETARY MANAGEMENT GROUP INC 110.04%0.04%0.04%Q4 2016Q4 20161
Oak Asset Management, LLC 116.12%6.12%6.12%Q2 2022Q2 20221
DESTINY CAPITAL SECURITIES CORPORATION 110.24%0.24%0.24%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q3 2022Q3 20221
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
LATHROP INVESTMENT MANAGEMENT CORP 110.10%0.10%0.10%Q4 2021Q4 20211
Bank Pictet & Cie (Europe) AG 110.08%0.08%0.08%Q4 2017Q4 20171
EWG Elevate Inc. 115.56%5.56%5.56%Q4 2022Q4 20221
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
NatWest Group plc 110.01%0.01%0.01%Q2 2013Q2 20131
Epstein & White Financial LLC 110.36%0.36%0.36%Q1 2018Q1 20181
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 110.28%0.28%0.28%Q4 2018Q4 20181
Paragon Wealth Strategies, LLC 110.70%0.70%0.70%Q2 2018Q2 20181
Fortis Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2013Q2 20131
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Leucadia National 110.09%0.09%0.09%Q3 2023Q3 20231
VERITY Wealth Advisors 110.29%0.29%0.29%Q4 2021Q4 20211
EXELON CORP 118.85%8.85%8.85%Q4 2021Q4 20211
BARR E S & CO 110.03%0.03%0.03%Q3 2013Q3 20131
NORTH POINT PORTFOLIO MANAGERS CORP/OH 110.04%0.04%0.04%Q2 2017Q2 20171
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Highwater Wealth Management, LLC 111.76%1.76%1.76%Q3 2016Q3 20161
Spectrum Planning & Advisory Services Inc. 114.23%4.23%4.23%Q4 2020Q4 20201
ALLSTATE INVESTMENT MANAGEMENT CO 1111.66%11.66%11.66%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Trinity Wealth Management, LLC 110.38%0.38%0.38%Q3 2021Q3 20211
AlphaStar Capital Management, LLC 111.18%1.18%1.18%Q4 2017Q4 20171
Intersect Capital LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Analyst IMS Investment Management Services Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
GFG Capital, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
COBALT CAPITAL MANAGEMENT, INC. 114.63%4.63%4.63%Q2 2023Q2 20231
Gupta Wealth Management LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Security National Bank 110.07%0.07%0.07%Q1 2022Q1 20221
Sunesis Advisors, LLC 110.37%0.37%0.37%Q1 2023Q1 20231
All Season Financial Advisors, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
PAYDEN & RYGEL INVESTMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
BURNS J W & CO INC/NY 110.46%0.46%0.46%Q3 2023Q3 20231
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BARRETT & COMPANY, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
Wick Capital Partners, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Henrickson Nauta Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
One Wealth Advisors, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
Legacy Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Viewpoint Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Squarepoint Ops LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Premia Global Advisors, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
BAKER BOYER NATIONAL BANK 110.98%0.98%0.98%Q1 2018Q1 20181
Midwest Heritage Bank, FSB 110.28%0.28%0.28%Q4 2021Q4 20211
Ellevest, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
NCM Capital Management, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Connections Group, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.09%0.09%0.09%Q1 2014Q1 20141
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
Carmel Capital Partners, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Paladin Advisory Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Starfire Investment Advisers, Inc. 112.16%2.16%2.16%Q4 2017Q4 20171
Topel & Distasi Wealth Management, LLC 111.63%1.63%1.63%Q4 2021Q4 20211
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Twelve Points Wealth Management LLC 110.26%0.26%0.26%Q4 2021Q4 20211
IndexIQ Advisors LLC 110.09%0.09%0.09%Q1 2022Q1 20221
First City Capital Management, Inc. 110.08%0.08%0.08%Q3 2020Q3 20201
HILL ISLAND FINANCIAL LLC 112.79%2.79%2.79%Q4 2021Q4 20211
Keystone Financial Services 110.77%0.77%0.77%Q4 2021Q4 20211
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q1 2014Q1 20141
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MONUMENTAL FINANCIAL GROUP INC. 110.02%0.02%0.02%Q1 2023Q1 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Trinity Legacy Partners, LLC 111.88%1.88%1.88%Q3 2023Q3 20231
Kohlberg Kravis Roberts & Co. L.P. 110.02%0.02%0.02%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
GABLES CAPITAL MANAGEMENT INC. 110.06%0.06%0.06%Q1 2018Q1 20181
5th Street Advisors, LLC 1112.64%12.64%12.64%Q4 2021Q4 20211
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bell Bank 110.18%0.18%0.18%Q2 2022Q2 20221
LCNB CORP 110.33%0.33%0.33%Q3 2019Q3 20191
Canvas Wealth Advisors, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
MOORE CAPITAL MANAGEMENT, LP 112.04%2.04%2.04%Q1 2020Q1 20201
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
SOA Wealth Advisors, LLC. 110.03%0.03%0.03%Q3 2022Q3 20221
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VISTA INVESTMENT MANAGEMENT 110.11%0.11%0.11%Q4 2021Q4 20211
TORRAY INVESTMENT PARTNERS LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
OAK FAMILY ADVISORS, LLC 110.82%0.82%0.82%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Thrive Capital Management, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q1 20201
Colonial River Wealth Management, LLC 111.82%1.82%1.82%Q3 2021Q3 20211
MBL Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Golden State Equity Partners 110.61%0.61%0.61%Q1 2022Q1 20221
Daniels&Tansey,LLP 111.88%1.88%1.88%Q3 2020Q3 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradeworx Inc. 110.13%0.13%0.13%Q2 2013Q2 20131
HMS Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Rafferty Asset Management, LLC 110.49%0.49%0.49%Q2 2013Q2 20131
KAYNE ANDERSON CAPITAL ADVISORS LP 110.08%0.08%0.08%Q3 2014Q3 20141
Johnson Bixby & Associates, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Permit Capital Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
External links

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