ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2310.00%0.00%0.05%Q2 2013Q3 202399
Citadel Advisors 2620.00%0.00%0.04%Q1 2014Q3 202373
WOLVERINE TRADING, LLC 1730.00%0.01%0.06%Q2 2016Q2 202360
Rehmann Capital Advisory Group 42150.00%0.82%3.87%Q1 2009Q3 202357
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.05%Q1 2012Q3 202348
HUNTINGTON NATIONAL BANK 2910.00%0.25%0.64%Q1 2009Q3 202348
BANK OF AMERICA CORP /DE/ 42420.01%0.15%0.42%Q2 2013Q3 202347
MUFG Americas Holdings Corp 3960.00%0.01%0.03%Q4 2010Q3 202245
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202344
HSBC HOLDINGS PLC 2310.00%0.06%0.30%Q1 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.16%0.34%0.50%Q4 2012Q3 202344
COMMERCE BANK 43430.01%0.02%0.04%Q1 2013Q3 202343
JPMORGAN CHASE & CO 42420.00%0.09%0.50%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.04%0.08%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.05%0.45%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%1.32%3.46%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.07%0.27%1.57%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.40%1.60%3.48%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.06%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.05%0.08%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.02%0.19%0.49%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.04%0.08%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.04%0.49%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.05%0.30%1.01%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.77%1.19%3.77%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.05%0.14%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.18%0.70%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.11%0.23%Q2 2013Q3 202342
Twele Capital Management, Inc. 42420.13%0.44%1.73%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.03%0.17%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.07%0.28%Q2 2013Q3 202342
Cetera Advisor Networks LLC 31110.01%0.06%0.24%Q1 2013Q3 202342
ASSETMARK, INC 41410.00%0.50%1.57%Q3 2013Q3 202341
INTERACTIVE FINANCIAL ADVISORS, INC. 41410.14%0.46%0.94%Q3 2013Q3 202341
Bank of New York Mellon Corp 31100.00%0.00%0.01%Q2 2013Q3 202341
REGIONS FINANCIAL CORP 3830.00%0.05%0.12%Q2 2013Q3 202341
STOCK YARDS BANK & TRUST CO 41410.02%0.24%0.58%Q2 2013Q2 202341
FMR LLC 21190.00%0.01%0.04%Q2 2013Q3 202340
BANK HAPOALIM BM 40400.14%0.74%1.65%Q4 2013Q3 202340
Charles Schwab Investment Advisory, Inc. 22180.01%0.83%6.99%Q2 2013Q3 202340
Creative Planning 2380.00%0.43%1.86%Q2 2013Q3 202340
Checchi Capital Advisers, LLC 40400.20%0.43%0.94%Q4 2013Q3 202340
UBS Group AG 36360.00%0.06%0.13%Q4 2014Q3 202340
WHITTIER TRUST CO 3720.01%0.12%0.20%Q4 2013Q3 202339
D.A. DAVIDSON & CO. 3710.00%0.04%0.13%Q2 2013Q2 202339
AMERICAN INTERNATIONAL GROUP, INC. 27120.00%0.03%0.06%Q2 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3010.00%0.07%0.36%Q2 2013Q3 202339
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21180.02%0.10%0.31%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.18%0.37%0.88%Q1 2014Q3 202339
Evercore Wealth Management, LLC 3540.00%0.01%0.04%Q2 2013Q2 202339
RAYMOND JAMES & ASSOCIATES 3710.01%0.05%0.14%Q1 2014Q3 202338
M&T BANK CORP 23150.00%0.10%0.79%Q1 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 3620.01%0.06%0.32%Q2 2013Q3 202338
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 38380.00%0.02%0.06%Q2 2013Q3 202238
Acropolis Investment Management, LLC 3710.03%0.33%1.44%Q3 2013Q3 202338
Compagnie Lombard Odier SCmA 19190.00%0.03%0.18%Q4 2013Q2 202338
CAPTRUST FINANCIAL ADVISORS 2650.00%0.05%1.57%Q2 2013Q3 202337
Bangor Savings Bank 37370.55%4.17%8.76%Q3 2014Q3 202337
Private Advisor Group, LLC 37370.01%0.04%0.21%Q3 2014Q3 202337
TRUIST FINANCIAL CORP 37370.01%0.14%0.50%Q3 2014Q3 202337
Personal Capital Advisors Corp 37370.06%2.43%4.08%Q4 2013Q4 202237
Cranbrook Wealth Management, LLC 37370.01%0.04%0.13%Q3 2014Q3 202337
FARMERS & MERCHANTS INVESTMENTS INC 37370.00%0.00%0.00%Q3 2014Q3 202337
1832 Asset Management L.P. 37370.00%0.02%0.03%Q3 2014Q3 202337
Ameritas Investment Partners, Inc. 36360.01%0.02%0.05%Q4 2014Q3 202336
Ifrah Financial Services, Inc. 36360.12%0.79%2.74%Q2 2013Q1 202236
VICUS CAPITAL 3420.02%0.49%3.98%Q4 2013Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.02%0.11%Q2 2013Q3 202336
RAYMOND JAMES TRUST N.A. 3510.01%0.05%0.10%Q2 2013Q3 202336
Brinker Capital Investments, LLC 3330.00%0.40%1.00%Q2 2013Q3 202236
Stratos Wealth Partners, LTD. 36360.01%0.03%0.11%Q4 2014Q3 202336
ARGI Investment Services, LLC 3510.06%4.60%6.55%Q3 2013Q4 202236
Parkside Advisors LLC 36361.52%5.01%9.53%Q1 2015Q4 202336
BlackRock Inc. 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisory Services Network, LLC 2720.00%0.10%0.40%Q2 2014Q3 202335
EASTERN BANK 35350.01%0.90%4.13%Q2 2013Q4 202135
Atria Investments, Inc 1710.01%0.26%1.00%Q3 2013Q3 202335
Hilltop Holdings Inc. 35350.04%0.30%1.09%Q2 2013Q4 202135
Perigon Wealth Management, LLC 3010.02%0.26%0.79%Q3 2011Q3 202335
Sigma Planning Corp 35350.02%0.06%0.10%Q1 2015Q3 202335
Psagot Value Holdings Ltd. 34340.00%0.07%0.30%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
Brookstone Capital Management 3120.00%0.17%0.59%Q2 2015Q3 202333
Clear Harbor Asset Management, LLC 3010.01%0.19%0.40%Q2 2013Q1 202333
FRANKLIN RESOURCES INC 33330.00%0.00%0.01%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.01%0.08%0.26%Q3 2015Q3 202333
Carnegie Capital Asset Management, LLC 33330.07%0.36%1.02%Q3 2015Q3 202333
Janney Montgomery Scott LLC 2940.00%0.29%1.04%Q4 2014Q3 202333
Cetera Investment Advisers 32320.03%0.11%0.24%Q4 2015Q3 202332
Blue Edge Capital, LLC 2661.04%2.54%5.31%Q3 2015Q3 202332
COMERICA BANK 2910.00%0.00%0.02%Q2 2013Q3 202332
PEOPLES BANK /OH 32320.18%2.09%6.00%Q4 2015Q3 202332
Krilogy Financial LLC 3110.08%0.60%2.38%Q3 2015Q3 202332
Voya Financial Advisors, Inc. 2570.09%2.00%10.22%Q1 2015Q3 202332
IndexIQ Advisors LLC 2660.00%0.58%3.32%Q2 2013Q1 202232
Parallax Volatility Advisers, L.P. 1910.00%0.01%0.08%Q4 2014Q2 202331
IFP Advisors, Inc 17140.01%0.03%0.09%Q4 2015Q3 202331
Relative Value Partners Group, LLC 31310.06%1.76%3.96%Q1 2016Q3 202331
WHITTIER TRUST CO OF NEVADA INC 31310.00%0.02%0.05%Q1 2016Q3 202331
COLONY GROUP LLC 1740.00%0.56%4.23%Q1 2014Q1 202231
Global Endowment Management, LP 31310.17%0.30%1.06%Q1 2016Q3 202331
BADGLEY PHELPS & BELL INC 31310.02%1.24%4.20%Q2 2013Q4 202031
MEEDER ASSET MANAGEMENT INC 2320.01%1.12%11.73%Q1 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.04%0.19%Q1 2016Q3 202331
First Allied Advisory Services, Inc. 30300.01%0.11%1.43%Q2 2013Q3 202030
ETRADE Capital Management LLC 30300.10%0.30%0.81%Q2 2013Q3 202030
Gradient Investments LLC 1720.00%0.00%0.02%Q2 2013Q3 202330
LifePlan Financial Group, Inc 30300.09%0.80%1.36%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.01%0.02%0.04%Q2 2016Q3 202330
JANE STREET GROUP, LLC 1010.00%0.03%0.12%Q1 2014Q3 202330
CIBC WORLD MARKET INC. 2820.00%0.00%0.02%Q3 2015Q1 202330
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1610.00%0.01%0.02%Q4 2014Q3 202329
Tanglewood Wealth Management, Inc. 2112.86%14.39%33.63%Q1 2014Q3 202329
First Horizon Advisors, Inc. 1410.00%1.55%15.88%Q2 2012Q3 202329
SFMG, LLC 1560.03%2.93%10.55%Q2 2013Q3 202329
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
CREDIT SUISSE AG/ 1210.00%0.01%0.05%Q1 2013Q1 202329
Pinnacle Advisory Group, Inc. 2710.04%0.49%4.41%Q3 2013Q1 202129
Peak Asset Management, LLC 28280.06%0.11%0.28%Q4 2014Q3 202128
BANK OF THE WEST 18100.04%0.21%0.93%Q4 2014Q4 202228
Perkins Coie Trust Co 28280.02%0.04%0.06%Q4 2016Q3 202328
HighTower Advisors, LLC 2620.00%0.04%0.10%Q2 2013Q3 202328
NEXT Financial Group, Inc 1410.00%0.15%0.56%Q3 2014Q4 202128
SYNOVUS FINANCIAL CORP 2620.00%0.08%0.51%Q2 2013Q3 202328
Freedom Investment Management, Inc. 28280.03%7.05%19.38%Q4 2013Q3 202028
Tortoise Investment Management, LLC 28280.02%0.34%0.89%Q4 2016Q3 202328
Simplicity Solutions, LLC 1120.01%0.41%3.22%Q4 2014Q3 202328
BNP PARIBAS FINANCIAL MARKETS 2310.00%0.00%0.01%Q1 2015Q3 202328
Carroll Financial Associates, Inc. 27270.00%0.14%1.92%Q2 2015Q4 202127
Parallel Advisors, LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
Winfield Associates, Inc. 27270.11%0.29%0.53%Q3 2015Q1 202227
Global Retirement Partners, LLC 2070.00%0.12%0.28%Q4 2016Q3 202327
SNS Financial Group, LLC 1890.43%6.03%10.87%Q2 2013Q3 202327
Hudock, Inc. 2110.01%0.06%0.20%Q2 2013Q3 202327
Keel Point, LLC 27270.06%4.27%16.99%Q1 2017Q3 202327
AUA CAPITAL MANAGEMENT, LLC 27271.24%1.90%4.36%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.31%2.38%Q2 2013Q4 201927
FDx Advisors, Inc. 2120.04%0.68%2.09%Q2 2013Q1 202327
MILLENNIUM MANAGEMENT LLC 710.00%0.01%0.01%Q3 2013Q3 202327
Aveo Capital Partners, LLC 1980.10%0.26%1.45%Q4 2016Q3 202327
BLAIR WILLIAM & CO/IL 2610.00%0.00%0.01%Q1 2016Q3 202327
CWM, LLC 1610.00%0.14%0.25%Q3 2015Q3 202327
RKL Wealth Management LLC 27270.21%1.03%1.53%Q1 2017Q3 202327
SUNTRUST BANKS INC 26260.16%0.59%2.35%Q2 2013Q3 201926
Smith Affiliated Capital Corp. 26260.01%0.08%0.17%Q2 2011Q3 201726
Horan Securities, Inc. 1110.01%0.35%0.87%Q3 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.13%0.30%Q2 2017Q3 202326
SCOTIA CAPITAL INC. 26260.00%0.02%0.04%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.03%Q4 2016Q3 202326
S. R. Schill & Associates 26260.13%0.37%0.60%Q2 2017Q3 202326
Bray Capital Advisors 2320.01%0.01%0.02%Q2 2015Q3 202325
First Financial Bank - Trust Division 1960.03%0.52%2.25%Q4 2015Q4 202325
Pure Financial Advisors, LLC 1870.07%0.41%1.66%Q2 2013Q1 202025
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.04%0.14%Q3 2017Q3 202325
IHT Wealth Management, LLC 2050.00%0.11%0.42%Q4 2016Q3 202325
STATE STREET CORP 25250.00%0.00%0.02%Q4 2016Q4 202225
Raub Brock Capital Management LP 1430.71%1.75%3.89%Q4 2015Q3 202325
Successful Portfolios LLC 24240.17%0.27%0.40%Q4 2017Q3 202324
Stelac Advisory Services LLC 1510.04%0.18%1.03%Q4 2014Q3 202324
Barrett Asset Management, LLC 24240.00%0.00%0.01%Q4 2015Q3 202124
Hanson & Doremus Investment Management 24240.04%0.06%0.08%Q2 2013Q1 201924
PACIFIC FINANCIAL GROUP INC 2010.07%0.80%1.77%Q2 2015Q3 202324
TELEMUS CAPITAL, LLC 24240.15%0.39%0.63%Q4 2017Q3 202324
BB&T SECURITIES, LLC 2110.01%0.03%0.05%Q2 2013Q3 201924
NTV ASSET MANAGEMENT LLC 1720.03%0.11%0.24%Q4 2014Q4 202124
ROCKLAND TRUST CO 24240.03%0.05%0.08%Q4 2017Q3 202324
AE Wealth Management LLC 2130.01%0.21%0.38%Q2 2017Q3 202324
PINNACLE ASSOCIATES LTD 2220.01%0.07%0.11%Q4 2014Q3 202324
B. Riley Wealth Advisors, Inc. 1110.00%0.17%2.29%Q2 2013Q3 202324
SCS Capital Management LLC 1510.06%3.68%12.34%Q3 2015Q3 202324
WealthTrust Fairport, LLC 24240.10%1.71%2.20%Q2 2013Q1 201924
Deane Retirement Strategies, Inc. 2310.01%3.77%9.78%Q4 2014Q4 202024
Ballew Advisors, Inc 24240.16%3.21%10.28%Q4 2017Q3 202324
Trilogy Capital Inc. 24241.56%2.84%5.85%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.05%Q4 2017Q3 202324
Clearstead Advisors, LLC 23230.01%0.09%0.17%Q4 2017Q2 202323
COMERICA SECURITIES INC 23230.35%1.38%3.43%Q2 2013Q4 201823
Allworth Financial LP 2210.00%0.12%0.42%Q1 2017Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 1510.00%0.12%0.25%Q1 2017Q3 202323
IMA Wealth, Inc. 2210.06%0.12%0.17%Q2 2015Q3 202323
Edelman Financial Services, LLC 23230.00%2.00%2.32%Q2 2013Q4 201823
BerganKDV Wealth Management, LLC 23230.00%0.10%0.21%Q4 2017Q2 202323
Slow Capital, Inc. 22220.02%0.69%1.08%Q4 2017Q1 202322
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1010.01%0.50%0.99%Q3 2013Q3 202122
BANQUE PICTET & CIE SA 22220.01%0.01%0.02%Q2 2018Q3 202322
Robinson Value Management, Ltd. 1210.88%1.61%2.06%Q4 2016Q3 202322
Forefront Analytics, LLC 22220.51%1.68%5.52%Q2 2018Q3 202322
SIGNATUREFD, LLC 1750.00%0.01%0.03%Q2 2013Q3 202322
MATHER GROUP, LLC. 22220.11%3.68%10.19%Q2 2018Q3 202322
GenWealth Group, Inc. 1710.11%0.89%6.40%Q2 2017Q3 202322
Pinnacle Wealth Management Advisory Group, LLC 22220.26%0.87%1.61%Q2 2018Q3 202322
Exchange Capital Management, Inc. 22220.14%0.71%1.16%Q2 2013Q3 201822
BBVA USA Bancshares, Inc. 21210.02%0.41%1.32%Q1 2016Q1 202121
Banco Santander, S.A. 1050.00%0.06%0.37%Q4 2016Q3 202321
Goelzer Investment Management, Inc. 21210.02%0.04%0.09%Q2 2018Q2 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.02%0.42%1.42%Q3 2018Q3 202321
CEDAR CAPITAL, LLC 1610.14%3.11%15.15%Q4 2015Q3 202121
CAMDEN NATIONAL BANK 2010.05%0.43%0.75%Q2 2018Q3 202321
AdvisorNet Financial, Inc 1710.00%0.02%0.22%Q4 2017Q3 202321
PRUDENTIAL FINANCIAL INC 21210.00%0.02%0.06%Q3 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 710.02%0.14%0.77%Q3 2016Q3 202321
COMMERZBANK AKTIENGESELLSCHAFT /FI 1310.00%0.01%0.02%Q3 2013Q2 201921
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Wealthcare Advisory Partners LLC 1120.00%0.03%0.13%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.30%0.87%Q3 2018Q3 202321
PROFFITT & GOODSON INC 21210.38%8.54%15.28%Q3 2018Q3 202321
LFA - Lugano Financial Advisors SA 1650.12%2.97%8.10%Q2 2018Q3 202321
PFG Advisors 850.06%0.16%0.40%Q4 2017Q3 202321
BFSG, LLC 20200.10%2.22%5.55%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Bell Bank 20200.27%0.75%1.61%Q3 2015Q2 202020
Financial Engines Advisors L.L.C. 20201.20%1.84%3.19%Q4 2018Q3 202320
FOUNDERS FINANCIAL SECURITIES LLC 1120.04%0.42%1.38%Q2 2017Q2 202320
EDMOND DE ROTHSCHILD HOLDING S.A. 1120.01%0.04%0.28%Q2 2015Q2 202120
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.03%0.06%Q2 2014Q4 202320
Fieldpoint Private Securities, LLC 20200.01%0.33%1.23%Q3 2017Q2 202220
Sage Advisory Services, Ltd.Co. 710.19%1.94%5.61%Q1 2014Q4 202220
Archer Investment Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q4 2018Q3 202320
ALTFEST L J & CO INC 20200.04%2.56%19.60%Q2 2018Q1 202320
Fluent Financial, LLC 20200.19%0.98%2.05%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.10%Q4 2018Q3 202320
Belpointe Asset Management LLC 1620.01%0.11%0.54%Q3 2017Q1 202320
Prospera Financial Services Inc 710.00%0.15%1.20%Q2 2013Q3 202320
WEBSTER BANK, N. A. 1810.00%0.00%0.00%Q1 2017Q3 202320
HM PAYSON & CO 1110.00%0.08%0.12%Q2 2014Q2 202220
STEPHENS GROUP ASSET MANAGEMENT, LLC 1910.01%0.04%0.09%Q3 2018Q3 202320
MA Private Wealth 20200.60%1.15%2.14%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.02%0.48%2.10%Q4 2018Q3 202320
CENTRAL TRUST Co 1210.00%0.00%0.00%Q3 2013Q4 202120
One Day In July LLC 20204.25%7.64%12.51%Q4 2018Q3 202320
Wolf Group Capital Advisors 20200.11%3.05%4.95%Q3 2018Q2 202320
American Portfolios Advisors 20200.02%0.19%0.34%Q4 2017Q3 202220
TFG Advisers LLC 20200.12%0.20%0.31%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.16%1.26%6.44%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 19190.02%0.05%0.21%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1040.00%0.47%5.37%Q4 2016Q3 202319
Tower Research Capital LLC (TRC) 510.00%0.00%0.02%Q1 2014Q3 202319
CENTAURUS FINANCIAL, INC. 1810.01%0.09%0.46%Q2 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.06%Q1 2019Q3 202319
Martin Capital Partners, LLC 19190.51%0.80%1.03%Q2 2019Q4 202319
Coastline Trust Co 19190.04%0.05%0.11%Q4 2014Q2 201919
Bellecapital International Ltd. 19190.09%0.13%0.20%Q1 2019Q3 202319
Archford Capital Strategies, LLC 1360.01%0.57%2.96%Q1 2014Q2 201919
BEACON FINANCIAL GROUP 1110.03%0.52%8.01%Q3 2013Q4 202119
NORTHERN TRUST CORP 1710.00%0.00%0.00%Q4 2016Q3 202319
Invesco Ltd. 19190.00%0.00%0.00%Q2 2013Q4 201719
Cornerstone Wealth Management, LLC 1010.02%0.08%0.35%Q3 2016Q2 202219
COMERICA SECURITIES,INC. 19190.20%0.33%0.44%Q1 2019Q3 202319
BARCLAYS PLC 1010.00%0.01%0.07%Q2 2013Q3 202119
LEUTHOLD GROUP, LLC 19190.10%0.27%0.69%Q2 2013Q4 201719
DAVENPORT & Co LLC 19190.00%0.06%0.16%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.03%0.08%0.58%Q4 2018Q3 202319
STEPHENS INC /AR/ 1510.01%0.02%0.04%Q2 2018Q3 202318
TAP Consulting, LLC 1710.06%1.31%3.47%Q1 2019Q3 202318
Transamerica Financial Advisors, Inc. 1510.00%0.27%0.46%Q2 2015Q2 202218
Commonwealth Equity Services, Inc 18180.02%0.04%0.07%Q2 2013Q3 201718
Visionary Asset Management, Inc. 1710.06%6.00%15.93%Q3 2013Q3 201818
TD Ameritrade Trust Co 18181.63%2.22%2.73%Q2 2013Q3 201718
Stadion Money Management, LLC 1710.21%0.78%1.51%Q2 2013Q1 201818
ST GERMAIN D J CO INC 1320.01%0.02%0.04%Q3 2017Q4 202318
Hudson Capital Management LLC 18180.10%0.18%0.24%Q4 2017Q1 202218
OneDigital Investment Advisors LLC 1510.00%0.02%0.08%Q3 2017Q3 202318
SUMMIT FINANCIAL GROUP, INC. 18181.13%2.59%5.02%Q2 2019Q3 202318
Vectors Research Management, LLC 18180.01%0.60%1.49%Q3 2018Q4 202218
THRIVENT FINANCIAL FOR LUTHERANS 1510.00%0.05%0.18%Q3 2014Q3 202318
Swan Global Investments, LLC 18180.01%0.10%0.16%Q1 2016Q2 202018
Dynamic Advisor Solutions LLC 1510.02%0.26%0.74%Q4 2018Q3 202318
Cutler Group LLC / CA 540.00%0.02%0.26%Q3 2016Q3 202018
Capital Investment Services of America, Inc. 18180.16%1.01%1.64%Q2 2019Q3 202318
WASHINGTON TRUST BANK 18180.00%0.00%0.00%Q1 2014Q2 201818
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.01%0.15%2.22%Q4 2015Q1 202018
NewEdge Advisors, LLC 1710.02%0.08%0.11%Q4 2018Q3 202318
ALLIANCEBERNSTEIN L.P. 1710.00%0.00%0.00%Q2 2015Q3 202018
RITHOLTZ WEALTH MANAGEMENT 1530.05%3.33%28.91%Q4 2018Q3 202318
SII INVESTMENTS INC/WI 1350.02%0.08%0.42%Q2 2013Q4 201718
SEI INVESTMENTS CO 910.00%0.00%0.00%Q4 2014Q4 202118
FULTON BREAKEFIELD BROENNIMAN LLC 17170.03%0.05%0.10%Q3 2019Q3 202317
Integrated Wealth Concepts LLC 1610.01%0.23%1.52%Q4 2018Q3 202317
WINTRUST INVESTMENTS LLC 510.02%0.07%0.22%Q3 2016Q2 202317
StrategIQ Financial Group, LLC 17170.20%1.01%2.00%Q4 2015Q4 201917
DUBUQUE BANK & TRUST CO 1160.01%0.03%0.06%Q2 2013Q4 201817
FIRST NATIONAL TRUST CO 920.01%0.02%0.05%Q3 2017Q3 202217
Cordasco Financial Network 17170.00%0.00%0.02%Q2 2018Q2 202217
PARK AVENUE SECURITIES LLC 1210.01%0.04%0.10%Q4 2015Q3 202317
Mutual Advisors, LLC 1340.02%0.07%0.19%Q2 2019Q3 202317
DT Investment Partners, LLC 1410.01%0.06%0.32%Q2 2014Q3 202317
PICTET BANK & TRUST Ltd 1160.31%0.47%0.66%Q2 2018Q2 202317
NORTHWEST WEALTH MANAGEMENT, LLC 620.03%0.26%0.59%Q1 2018Q3 202317
Whitegate Investment Counselors, Inc. 810.04%0.39%0.82%Q1 2014Q3 202217
Snowden Capital Advisors LLC 610.00%0.27%1.01%Q3 2016Q3 202317
Capital Analysts, LLC 1510.00%0.00%0.00%Q1 2018Q3 202317
Capital Investment Advisory Services, LLC 1520.02%1.14%3.02%Q3 2018Q3 202317
Argent Trust Co 17170.02%0.03%0.06%Q3 2019Q3 202317
Avidian Wealth Solutions, LLC 910.02%0.55%5.23%Q2 2015Q3 202317
NATIXIS ADVISORS, L.P. 710.01%0.08%0.30%Q2 2013Q2 202217
Strategic Wealth Partners, Ltd. 1160.05%1.35%2.65%Q4 2017Q1 202317
PINNACLE FINANCIAL PARTNERS INC 1610.02%0.51%1.55%Q1 2019Q3 202317
Dorsey & Whitney Trust CO LLC 1030.04%0.22%0.52%Q1 2017Q4 202217
Ancora Advisors LLC 910.00%0.68%2.48%Q4 2016Q3 202317
Prime Capital Investment Advisors, LLC 810.00%0.04%0.19%Q4 2018Q3 202316
BOYS ARNOLD & CO INC 16160.14%0.19%0.32%Q2 2016Q1 202016
Stanley-Laman Group, Ltd. 830.02%0.31%1.25%Q1 2016Q3 202316
Schoolcraft Capital LLC 16160.09%4.92%9.31%Q4 2019Q3 202316
Great Diamond Partners, LLC 16161.16%1.50%1.97%Q4 2019Q3 202316
PICTET ASSET MANAGEMENT LTD 16160.02%0.04%0.08%Q3 2017Q2 202116
Patriot Financial Group Insurance Agency, LLC 16160.00%0.01%0.02%Q3 2018Q2 202216
Juniper Hill Capital Management LP 16164.46%27.95%92.78%Q4 2019Q3 202316
Rice Partnership, LLC 1010.02%0.05%0.12%Q2 2019Q3 202316
Israel Discount Bank of New York 970.28%2.67%4.36%Q3 2019Q3 202316
Lido Advisors, LLC 16160.00%0.01%0.06%Q4 2019Q3 202316
Richard Bernstein Advisors LLC 1110.00%0.37%1.82%Q1 2015Q4 202216
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.01%0.01%0.02%Q4 2019Q3 202316
Advisory Alpha, LLC 1330.01%0.11%0.18%Q4 2013Q3 202116
WealthShield Partners, LLC 1210.00%0.56%3.90%Q4 2017Q3 202316
Visionary Wealth Advisors 16160.04%1.03%2.57%Q4 2019Q3 202316
Sowell Financial Services LLC 810.01%0.31%1.00%Q4 2016Q2 202316
Financial Architects, Inc 510.00%0.07%0.51%Q3 2013Q2 202316
FLC Capital Advisors 16160.10%0.26%0.42%Q4 2018Q3 202216
PFS INVESTMENTS INC. 710.03%0.25%0.90%Q4 2017Q2 202316
Redhawk Wealth Advisors, Inc. 720.07%0.84%7.66%Q4 2018Q3 202316
Betterment LLC 1240.00%0.01%0.03%Q4 2016Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.00%Q4 2019Q3 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
Values First Advisors, Inc. 16160.00%1.04%1.94%Q4 2019Q3 202316
Midwest Professional Planners, LTD. 1030.02%1.22%2.17%Q4 2017Q3 202316
Matson Money. Inc. 16164.08%6.54%8.16%Q4 2019Q3 202316
JMG Financial Group, Ltd. 1240.01%0.24%1.05%Q1 2019Q3 202316
Alhambra Investment Management LLC 16160.80%7.63%13.10%Q4 2019Q3 202316
Gunma Bank,Ltd. 16169.12%10.63%15.41%Q2 2013Q1 201716
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.10%0.18%Q4 2019Q3 202316
BRYN MAWR TRUST Co 1510.02%0.03%0.05%Q3 2013Q3 202316
Certified Advisory Corp 740.00%0.25%0.88%Q4 2017Q3 202216
Equitable Holdings, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Advisor Group, Inc. 15150.03%0.06%0.16%Q2 2016Q4 201915
FineMark National Bank & Trust 1210.01%0.06%0.25%Q1 2014Q4 201915
BUCKINGHAM STRATEGIC WEALTH, LLC 1410.11%0.85%1.66%Q4 2016Q3 202315
BAR HARBOR WEALTH MANAGEMENT 1320.02%0.03%0.05%Q4 2018Q3 202215
Capital Asset Advisory Services LLC 1140.01%0.08%0.34%Q4 2019Q3 202315
TWO SIGMA SECURITIES, LLC 410.00%0.05%0.52%Q4 2016Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Kingsview Wealth Management, LLC 720.06%0.22%0.36%Q1 2017Q3 202315
Concert Wealth Management Inc. 1410.04%0.12%0.29%Q2 2013Q2 201715
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.00%0.02%Q4 2016Q3 202315
Disciplined Investments, LLC 15150.02%0.03%0.07%Q4 2019Q2 202315
SG Americas Securities, LLC 610.00%0.07%0.27%Q2 2015Q2 202115
MSI Financial Services Inc 15150.02%0.09%0.36%Q2 2013Q4 201615
Rosenberg Matthew Hamilton 15150.00%0.01%0.04%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.27%0.36%0.45%Q1 2020Q3 202315
Mirae Asset Global Investments Co., Ltd. 1120.00%0.01%0.02%Q4 2014Q3 202315
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
IPG Investment Advisors LLC 15150.08%0.23%0.48%Q3 2016Q1 202015
Retirement Group, LLC 1410.00%0.01%0.01%Q4 2019Q3 202315
People's United Financial, Inc. 1230.00%0.04%0.06%Q2 2013Q1 202215
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q3 2015Q2 202315
Orion Portfolio Solutions, LLC 1230.00%0.36%0.71%Q4 2019Q3 202315
Faithward Advisors, LLC 1140.00%1.66%8.35%Q4 2019Q3 202315
Rain Capital Management, LLC 1140.07%5.21%15.33%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.05%0.08%0.13%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.04%0.06%Q1 2020Q3 202315
WFG Advisors, LP 15150.00%0.01%0.02%Q2 2013Q4 201615
WestEnd Advisors, LLC 15150.00%2.54%4.54%Q1 2020Q3 202315
9258 Wealth Management, LLC 15150.19%0.71%0.93%Q1 2020Q3 202315
Karpus Management, Inc. 730.01%0.07%0.26%Q2 2013Q3 201815
Bank Julius Baer & Co. Ltd, Zurich 15150.53%1.12%1.91%Q1 2020Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 610.00%0.00%0.01%Q2 2013Q3 202315
Lyons Wealth Management, LLC. 910.30%6.16%18.56%Q3 2013Q4 201915
TRANSCEND CAPITAL ADVISORS, LLC 960.03%0.28%0.56%Q4 2019Q3 202315
J.W. COLE ADVISORS, INC. 870.08%0.16%0.47%Q4 2019Q3 202315
Stratos Wealth Advisors, LLC 15150.07%0.24%0.41%Q1 2020Q3 202315
Almanack Investment Partners, LLC. 870.04%0.38%1.47%Q1 2019Q3 202315
Financial Enhancement Group LLC 1140.01%0.65%3.07%Q2 2015Q4 202115
Concorde Asset Management, LLC 1130.26%0.92%2.61%Q4 2014Q2 201914
Virtu KCG Holdings LLC 770.01%0.12%0.46%Q3 2013Q1 201714
Polaris Wealth Advisory Group, LLC 710.00%2.08%5.19%Q4 2015Q3 202314
OmniStar Financial Group, Inc. 1130.28%1.13%1.52%Q4 2017Q3 202214
Sequoia Financial Advisors, LLC 1210.02%0.13%0.31%Q4 2013Q1 202014
CULLEN/FROST BANKERS, INC. 1210.00%0.00%0.01%Q2 2019Q3 202314
Vantage Investment Advisors, LLC 14140.01%0.03%0.03%Q4 2013Q1 201714
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1220.14%0.30%0.41%Q1 2017Q3 202114
SIGNET FINANCIAL MANAGEMENT, LLC 1310.01%0.12%0.23%Q3 2015Q4 202114
BDO Wealth Advisors, LLC 1130.00%0.07%0.26%Q3 2019Q2 202314
SevenBridge Financial Group, LLC 1310.00%0.01%0.06%Q2 2016Q3 202314
Vestmark Advisory Solutions, Inc. 14140.09%0.43%0.66%Q1 2020Q2 202314
MADISON INVESTMENT HOLDINGS INC 14140.01%1.04%2.86%Q1 2015Q2 201814
FLAGSHIP HARBOR ADVISORS, LLC 1040.00%0.02%0.05%Q2 2018Q1 202314
NorthCoast Asset Management LLC 14140.32%0.86%1.26%Q2 2018Q3 202114
Boltwood Capital Management 14140.44%2.45%5.93%Q3 2020Q4 202314
CVA Family Office, LLC 14140.01%0.02%0.07%Q1 2020Q2 202314
Burleson & Company, LLC 14140.11%0.67%1.33%Q3 2019Q4 202214
Bigelow Investment Advisors, LLC 14140.34%0.84%1.45%Q2 2020Q3 202314
55I, LLC 14140.07%0.77%1.81%Q4 2018Q1 202214
Laffer Tengler Investments, Inc. 14140.02%0.03%0.06%Q2 2013Q3 201614
Cedar Mountain Advisors, LLC 14140.00%1.04%2.65%Q2 2020Q3 202314
HERON FINANCIAL GROUP, LLC 1220.30%0.49%0.84%Q4 2019Q2 202314
Members Trust Co 1010.01%0.02%0.03%Q2 2016Q3 202314
GOFEN & GLOSSBERG LLC /IL/ 1130.01%0.01%0.04%Q1 2016Q1 202214
QUATTRO FINANCIAL ADVISORS LLC 730.19%2.47%6.38%Q2 2018Q3 202314
CreativeOne Wealth, LLC 14140.03%0.07%0.30%Q2 2020Q3 202314
Brown Advisory Securities, LLC 1310.05%0.18%0.49%Q3 2015Q1 201914
Bell Rock Capital LLC 13130.03%0.07%0.20%Q4 2016Q4 201913
HighVista Strategies LLC 810.03%0.24%0.44%Q2 2013Q3 201713
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.14%0.54%1.25%Q3 2020Q3 202313
ANCHOR CAPITAL ADVISORS LLC 13130.26%0.74%1.28%Q3 2020Q3 202313
Regal Investment Advisors LLC 1030.01%0.33%1.12%Q2 2013Q3 202313
Kingfisher Capital LLC 13130.51%1.01%1.64%Q2 2013Q2 201613
TrinityPoint Wealth, LLC 850.27%0.52%0.88%Q1 2020Q3 202313
FLOW TRADERS U.S. LLC 210.04%0.41%0.96%Q3 2016Q2 202313
New Harbor Financial Group, LLC 13139.56%15.02%25.99%Q3 2013Q3 201613
MEITAV INVESTMENT HOUSE LTD 710.01%0.01%0.02%Q2 2018Q3 202313
Merriman Wealth Management, LLC 810.31%1.75%4.78%Q4 2013Q2 202313
Mount Lucas Management LP 520.07%3.29%12.65%Q1 2016Q2 202313
Vigilant Capital Management, LLC 1120.00%0.03%0.12%Q2 2013Q1 201813
ACG Wealth 1210.00%0.06%0.11%Q1 2017Q2 202213
Lloyd Advisory Services, LLC. 13130.02%1.68%3.45%Q4 2019Q4 202213
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Horizon Investments, LLC 410.00%1.40%4.82%Q3 2013Q3 202313
RMR Wealth Builders 760.08%0.47%1.79%Q2 2020Q3 202313
Proficio Capital Partners LLC 810.00%1.26%5.34%Q4 2015Q4 202213
Kestra Advisory Services, LLC 13130.06%0.09%0.13%Q3 2020Q3 202313
Sound Income Strategies, LLC 1010.00%0.00%0.02%Q4 2017Q1 202313
Cambria Investment Management, L.P. 610.00%1.01%2.22%Q4 2014Q2 202013
GM Advisory Group, LLC 13130.03%2.05%7.05%Q1 2019Q1 202213
OARSMAN CAPITAL, INC. 13130.44%0.53%0.71%Q3 2014Q3 201713
AdvicePeriod, LLC 13130.06%0.23%0.39%Q2 2018Q2 202113
Capital Investment Advisors, LLC 1030.01%0.03%0.04%Q4 2015Q4 202313
Venturi Wealth Management, LLC 910.00%0.09%0.41%Q4 2015Q3 202313
Quantitative Advantage, LLC 13130.28%0.55%3.26%Q1 2020Q1 202313
PineBridge Investments, L.P. 1120.02%0.05%0.07%Q2 2013Q4 201813
Berkshire Bank 13133.86%4.51%5.88%Q3 2020Q3 202313
HAP Trading, LLC 620.00%0.06%0.60%Q1 2020Q2 202313
NORTHSTAR INVESTMENT ADVISORS LLC 13130.08%0.21%0.49%Q2 2013Q2 201613
BLACKROCK ADVISORS LLC 990.00%0.00%0.01%Q4 2014Q4 201613
CWA Asset Management Group, LLC 930.04%0.66%3.69%Q1 2019Q3 202312
Renasant Bank 12120.26%0.36%0.48%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.11%6.33%16.81%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Renaissance Technologies 310.00%0.01%0.03%Q4 2017Q4 202212
Independent Portfolio Consultants, Inc. 720.01%0.11%0.30%Q1 2014Q2 201712
HNP Capital LLC 1110.26%0.92%1.43%Q4 2018Q4 202212
Cerity Partners LLC 12120.00%0.12%0.70%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.22%0.40%0.59%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 910.00%0.00%0.00%Q2 2019Q3 202312
Center For Asset Management LLC 12120.51%0.86%1.45%Q4 2020Q3 202312
Estate Counselors, LLC 1020.46%1.37%2.02%Q1 2016Q1 202112
MinichMacGregor Wealth Management, LLC 12120.02%0.03%0.04%Q4 2015Q3 201812
Valeo Financial Advisors, LLC 12120.00%0.00%0.01%Q2 2018Q1 202112
NewSquare Capital LLC 1110.00%0.06%0.36%Q1 2014Q4 202212
Centennial Wealth Advisory LLC 12121.15%2.09%3.30%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12121.75%2.00%2.12%Q4 2020Q3 202312
MARK SHEPTOFF FINANCIAL PLANNING, LLC 12120.00%0.00%0.00%Q1 2019Q4 202112
Financial Gravity Asset Management, Inc. 510.00%1.51%9.56%Q1 2018Q3 202312
Arete Wealth Advisors, LLC 840.02%0.14%0.29%Q1 2019Q2 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Ciovacco Capital Management LLC 12120.23%0.61%1.69%Q4 2020Q3 202312
Crabel Capital Management, LLC 530.25%1.19%3.34%Q2 2020Q3 202312
FINANCIAL CONSULATE, INC 12120.10%0.15%0.25%Q3 2019Q2 202212
Danda Trouve Investment Management, Inc. 12120.70%3.19%5.32%Q4 2019Q3 202212
S.A. Mason LLC 12120.01%0.07%0.12%Q4 2019Q3 202212
Fund Evaluation Group, LLC 1020.70%4.84%15.08%Q1 2015Q1 201812
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1010.00%0.45%1.04%Q3 2015Q3 201912
McKinley Carter Wealth Services, Inc. 12120.03%0.15%0.31%Q4 2020Q3 202312
TSFG, LLC 750.01%0.06%0.22%Q2 2019Q3 202312
Leonetti & Associates, LLC 12120.16%0.20%0.24%Q1 2016Q4 201812
PARAMETRIC PORTFOLIO ASSOCIATES LLC 810.00%0.01%0.01%Q1 2016Q1 202212
Aptus Capital Advisors, LLC 840.00%0.00%0.01%Q4 2019Q1 202312
AMG National Trust Bank 930.04%0.08%0.16%Q2 2020Q3 202312
GeoWealth Management, LLC 750.27%0.87%2.52%Q2 2020Q3 202312
Dakota Wealth Management 12120.04%0.15%0.23%Q1 2019Q4 202112
Bragg Financial Advisors, Inc 840.03%0.05%0.07%Q2 2013Q4 201612
BALLAST ADVISORS LLC 12120.02%0.02%0.03%Q3 2020Q2 202312
Ferguson Shapiro LLC 930.13%3.13%11.67%Q1 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
FIRSTMERIT BANK N A TRUSTEE 11110.47%1.02%1.49%Q4 2013Q2 201611
Friedenthal Financial 1010.50%1.17%7.38%Q4 2013Q2 202011
Jackson Hole Capital Partners, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
STABLEFORD CAPITAL II LLC 920.15%3.78%6.22%Q2 2017Q2 202211
PITCAIRN CO 11110.05%0.06%0.08%Q1 2021Q3 202311
Allianz Asset Management GmbH 520.00%0.02%0.06%Q3 2015Q3 202311
Capital Advisory Group Advisory Services, LLC 11110.01%0.56%1.74%Q1 2019Q3 202111
REDW Wealth LLC 11110.09%0.09%0.10%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.06%0.12%Q1 2021Q3 202311
INNEALTA CAPITAL, LLC 510.12%2.25%6.84%Q1 2019Q3 202311
HOLDERNESS INVESTMENTS CO 920.10%0.42%0.98%Q1 2017Q2 202011
1834 INVESTMENT ADVISORS CO 830.00%0.00%0.00%Q3 2019Q2 202211
Element Wealth, LLC 11110.02%0.21%0.45%Q1 2021Q3 202311
InTrack Investment Management Inc 11110.26%0.34%0.43%Q4 2020Q2 202311
Transform Wealth, LLC 510.03%0.19%1.16%Q1 2017Q3 202211
CALTON & ASSOCIATES, INC. 830.04%0.56%1.75%Q4 2017Q4 202011
WOODMONT INVESTMENT COUNSEL LLC 410.02%0.05%0.12%Q2 2015Q3 202311
SevenOneSeven Capital Management 11111.59%2.57%7.94%Q1 2021Q3 202311
CONSULTIVA WEALTH MANAGEMENT, CORP. 812.89%3.25%3.64%Q2 2019Q2 202311
JFS WEALTH ADVISORS, LLC 11110.00%0.01%0.02%Q1 2016Q3 201811
RFG Advisory, LLC 710.02%0.22%1.07%Q3 2017Q3 202211
MBA Advisors LLC 11110.12%1.74%3.78%Q1 2021Q3 202311
Rede Wealth, LLC 11110.18%0.38%0.52%Q1 2021Q3 202311
BOKF, NA 910.00%0.02%0.02%Q3 2017Q3 202311
Lionsbridge Wealth Management LLC 11110.58%0.72%0.94%Q4 2019Q2 202211
Bedel Financial Consulting, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
Asset Dedication, LLC 650.00%0.08%0.25%Q4 2017Q3 202111
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11110.07%0.23%0.51%Q2 2020Q4 202211
Smith, Salley & Associates 830.03%0.17%0.43%Q4 2020Q3 202311
SUNFLOWER BANK, NA WEALTH MANAGEMENT 11110.08%0.28%0.49%Q4 2017Q2 202011
Gemmer Asset Management LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
BENJAMIN EDWARDS INC 530.00%0.55%1.29%Q2 2019Q3 202311
TOMPKINS FINANCIAL CORP 830.00%0.01%0.01%Q3 2020Q4 202311
Strategic Investment Advisors / MI 810.16%0.34%0.99%Q2 2020Q3 202311
Laidlaw Wealth Management LLC 650.04%0.14%0.32%Q4 2019Q1 202311
Eldridge Investment Advisors, Inc. 710.10%1.14%1.88%Q1 2018Q3 202111
Selective Wealth Management, Inc. 11110.00%0.00%0.01%Q1 2020Q3 202211
FIFTH THIRD SECURITIES, INC. 610.13%0.45%1.57%Q2 2016Q3 202311
UNITED BANK 11110.24%0.27%0.36%Q2 2018Q4 202011
NWK Group, Inc. 11110.09%0.13%0.20%Q4 2019Q2 202211
CURIAN CAPITAL LLC 11110.06%0.35%0.69%Q2 2013Q4 201511
CAPRIN ASSET MANAGEMENT LLC /ADV 920.02%3.14%32.86%Q4 2015Q2 202011
Klaas Financial Asset Advisors, LLC 11112.17%3.99%5.13%Q1 2021Q3 202311
FFT WEALTH MANAGEMENT LLC 920.09%1.39%3.13%Q4 2015Q3 202311
Dana Investment Advisors, Inc. 610.01%0.02%0.03%Q3 2020Q3 202311
Integrated Advisors Network LLC 820.03%0.10%0.20%Q4 2019Q3 202210
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10100.01%0.07%0.18%Q2 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 910.00%0.01%0.02%Q3 2020Q3 202310
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 10100.10%0.14%0.19%Q2 2021Q3 202310
FIL Ltd 10100.28%0.43%0.56%Q3 2016Q4 201810
Lombard Odier Asset Management (USA) Corp 551.33%4.00%7.77%Q3 2022Q3 202310
Antonetti Capital Management LLC 913.43%4.41%5.31%Q2 2010Q3 202310
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 820.02%0.08%0.26%Q2 2016Q4 202010
DRW Securities, LLC 410.02%0.38%1.32%Q2 2013Q4 201710
Qube Research & Technologies Ltd 810.00%0.25%1.03%Q3 2020Q3 202310
Invst, LLC 10100.04%2.37%6.88%Q1 2019Q2 202110
Riggs Asset Managment Co. Inc. 510.00%0.76%5.05%Q3 2014Q3 202310
Madison Asset Management, LLC 10100.29%0.45%0.88%Q2 2021Q3 202310
Intelligence Driven Advisers, LLC 10100.10%0.73%2.62%Q4 2020Q1 202310
CADINHA & CO LLC 820.04%0.09%0.13%Q3 2019Q2 202210
OLD MISSION CAPITAL LLC 410.04%0.12%0.30%Q3 2018Q4 202210
MONEY CONCEPTS CAPITAL CORP 820.02%0.08%0.25%Q4 2020Q3 202310
Delta Investment Management, LLC 430.08%1.00%2.27%Q1 2019Q4 202110
Advisors Preferred, LLC 310.01%3.08%13.10%Q4 2013Q1 202210
Mariner, LLC 710.00%0.27%0.54%Q3 2016Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.07%0.16%0.24%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Avalon Advisory Group 10101.66%2.35%2.78%Q4 2019Q1 202210
Wealthquest Corp 823.43%4.30%5.65%Q3 2019Q1 202210
FIRST TRUST ADVISORS LP 620.00%0.00%0.01%Q2 2018Q3 202310
Braun-Bostich & Associates Inc. 730.07%0.16%0.31%Q4 2017Q2 202010
Sandy Spring Bank 610.00%0.00%0.01%Q1 2016Q3 202310
SVB WEALTH LLC 10100.00%0.00%0.01%Q4 2019Q1 202210
Weaver Consulting Group 910.11%0.38%0.57%Q1 2019Q4 202210
One Charles Private Wealth Services, LLC 640.80%1.43%2.30%Q1 2021Q3 202310
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2015Q4 202310
Smithfield Trust Co 990.00%0.01%0.02%Q2 2013Q2 20159
TRUST CO OF VERMONT 310.00%0.00%0.01%Q1 2020Q3 20239
IFC Holdings Incorporated/FL 310.02%0.12%0.76%Q4 2013Q4 20179
Sanford Advisory Services, LLC 990.09%0.13%0.22%Q4 2020Q4 20229
UBS AG 660.00%0.04%0.06%Q2 2013Q3 20149
Investors Financial Group, LLC 990.13%0.19%0.26%Q4 2019Q4 20219
Lehman & Derafelo Financial Resources LLC 720.02%0.02%0.02%Q1 2020Q3 20229
MID CONTINENT CAPITAL LLC/IL 990.03%0.03%0.04%Q2 2013Q2 20159
Barrington Strategic Wealth Management Group LLC 990.16%1.06%3.09%Q3 2015Q3 20179
Southeast Asset Advisors Inc. 990.03%0.04%0.06%Q3 2021Q3 20239
Stearns Financial Services Group 990.00%4.45%6.38%Q3 2018Q3 20209
Gladstone Institutional Advisory LLC 990.02%0.41%0.79%Q1 2020Q1 20229
Lumature Wealth Partners, LLC 990.00%0.19%0.35%Q4 2020Q4 20229
Stonebridge Capital Advisors LLC 810.00%0.01%0.02%Q2 2020Q4 20229
NOVARE CAPITAL MANAGEMENT LLC 990.03%0.08%0.17%Q1 2020Q1 20229
Versant Capital Management, Inc 990.00%0.00%0.00%Q1 2020Q1 20229
WRAPMANAGER INC 721.08%2.37%6.39%Q3 2012Q3 20239
RDA Financial Network 990.39%0.87%1.27%Q1 2019Q1 20219
WEST PACES ADVISORS INC. 990.17%0.33%0.50%Q3 2021Q3 20239
KANALY TRUST CO 510.00%0.02%0.03%Q1 2014Q4 20169
SPRENG CAPITAL MANAGEMENT, INC. 990.13%0.23%0.36%Q4 2019Q4 20219
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2020Q2 20239
Simmons Bank 990.03%0.11%0.17%Q2 2021Q2 20239
CFS Investment Advisory Services, LLC 510.14%0.97%1.84%Q4 2020Q3 20239
US FINANCIAL ADVISORS, LLC 812.28%3.85%4.82%Q4 2020Q3 20239
Pacifica Partners Inc. 990.02%0.02%0.03%Q4 2021Q4 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.11%1.17%1.97%Q3 2021Q3 20239
SUMITOMO MITSUI FINANCIAL GROUP, INC. 990.00%0.01%0.02%Q3 2021Q3 20239
D. SCOTT NEAL, INC. 540.00%3.83%7.19%Q4 2016Q1 20219
Integrated Wealth Management 990.07%0.09%0.10%Q1 2015Q1 20179
Clark Capital Management Group, Inc. 710.02%1.32%5.09%Q4 2014Q1 20239
FLAGSTAR ADVISORS INC 990.08%0.09%0.10%Q3 2021Q3 20239
First City Capital Management, Inc. 990.04%0.06%0.06%Q1 2014Q1 20169
Lombard Odier Asset Management (Switzerland) SA 510.60%0.65%0.78%Q2 2014Q1 20189
Advocacy Wealth Management Services, LLC 990.01%1.82%5.84%Q1 2019Q1 20219
BANK PICTET & CIE (ASIA) LTD 990.10%0.14%0.16%Q4 2018Q4 20209
MANAGED ACCOUNT ADVISORS LLC 990.01%0.21%0.65%Q2 2013Q2 20159
GARRISON POINT ADVISORS, LLC 990.14%0.18%0.28%Q1 2020Q1 20229
Clear Perspectives Financial Planning, LLC 990.00%0.58%2.35%Q4 2020Q4 20229
Savior LLC 990.00%0.03%0.22%Q4 2019Q4 20219
tru Independence LLC 710.07%0.09%0.11%Q4 2019Q1 20239
LGL PARTNERS, LLC 810.17%1.65%3.87%Q4 2015Q3 20239
Compass Ion Advisors, LLC 990.30%0.49%0.78%Q1 2020Q1 20229
Bellwether Advisors, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
ProVise Management Group, LLC 880.02%0.03%0.04%Q1 2018Q4 20198
LAU ASSOCIATES LLC 440.30%0.56%0.89%Q1 2017Q4 20198
PICTET ASSET MANAGEMENT SA 880.01%0.02%0.04%Q3 2021Q2 20238
D.B. Root & Company, LLC 880.09%0.12%0.15%Q4 2018Q3 20208
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
New Legacy Group, LLC 880.08%0.81%1.22%Q4 2021Q3 20238
Ascent Group, LLC 880.23%0.26%0.31%Q4 2021Q3 20238
SPINNAKER TRUST 880.03%1.00%1.47%Q1 2019Q4 20208
Virtue Capital Management, LLC 420.00%3.06%7.92%Q4 2017Q3 20208
HRT FINANCIAL LP 210.01%0.05%0.15%Q1 2019Q3 20238
REGATTA CAPITAL GROUP, LLC 880.37%0.46%0.55%Q4 2021Q3 20238
Montecito Bank & Trust 710.08%0.11%0.13%Q4 2014Q4 20168
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
HL FINANCIAL SERVICES LLC 620.01%0.03%0.10%Q2 2013Q1 20168
PARTNERS CAPITAL INVESTMENT GROUP, LLP 320.02%0.20%0.34%Q3 2020Q3 20238
WARNER FINANCIAL, INC 880.17%0.25%0.41%Q4 2021Q3 20238
CSS LLC/IL 880.02%0.02%0.03%Q1 2018Q4 20198
Alpha Omega Wealth Management LLC 880.00%0.01%0.01%Q4 2015Q3 20178
Unconventional Investor, LLC 880.89%1.12%1.48%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.63%0.71%0.82%Q4 2021Q3 20238
Spearhead Capital Advisors, LLC 620.07%0.12%0.19%Q1 2020Q2 20228
Financial Management Professionals, Inc. 610.00%0.00%0.01%Q2 2019Q1 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.44%1.19%Q4 2021Q3 20238
BESSEMER GROUP INC 310.00%0.00%0.00%Q3 2018Q4 20228
B. Riley Wealth Management, Inc. 510.00%0.01%0.03%Q1 2014Q2 20228
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
SINECERA CAPITAL, LLC 882.23%2.76%3.87%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.53%0.66%0.83%Q4 2021Q3 20238
EATON VANCE MANAGEMENT 880.00%0.05%0.11%Q4 2020Q3 20228
INVESTMENT CENTERS OF AMERICA INC 710.03%0.09%0.13%Q3 2015Q3 20178
Lenox Wealth Management, Inc. 880.00%0.71%3.42%Q3 2018Q2 20208
CAMBRIDGE TRUST CO 880.02%0.04%0.07%Q1 2021Q4 20228
Integrity Financial Corp /WA 880.00%0.01%0.04%Q4 2021Q3 20238
Madden Advisory Services, Inc. 510.01%0.01%0.01%Q4 2013Q1 20178
SBB Research Group LLC 880.48%3.19%12.40%Q4 2021Q3 20238
Simply Money Advisors 880.05%5.17%8.65%Q2 2016Q1 20188
Destination Wealth Management 610.00%0.02%0.09%Q1 2018Q4 20228
HBW ADVISORY SERVICES LLC 510.06%0.43%1.65%Q3 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.05%Q4 2021Q3 20238
Roble, Belko & Company, Inc 530.01%0.10%0.78%Q2 2019Q3 20238
My Personal CFO, LLC 880.19%0.31%0.68%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.02%0.02%Q4 2021Q3 20238
CONFLUENCE INVESTMENT MANAGEMENT LLC 530.04%0.08%0.14%Q2 2013Q3 20168
Gould Capital, LLC 888.12%9.00%9.90%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.02%0.04%Q1 2019Q3 20238
VERUS CAPITAL PARTNERS, LLC 710.03%0.08%0.15%Q1 2020Q3 20238
EverSource Wealth Advisors, LLC 880.06%0.14%0.27%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.36%0.39%0.43%Q4 2021Q3 20238
St. James Investment Company, LLC 530.12%0.24%0.35%Q4 2020Q2 20238
Wealthfront Advisers LLC 530.00%0.00%0.01%Q3 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.01%0.02%Q2 2013Q1 20158
HARRELL INVESTMENT PARTNERS, LLC 881.05%1.36%1.76%Q1 2020Q4 20218
HBK Sorce Advisory LLC 440.01%0.01%0.02%Q1 2021Q1 20238
LINCOLN NATIONAL CORP 710.01%0.09%0.15%Q2 2020Q4 20228
McIlrath & Eck, LLC 880.01%0.01%0.01%Q4 2017Q3 20198
Cavalier Investments, LLC 620.61%1.15%1.90%Q4 2018Q2 20218
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.10%0.12%0.16%Q4 2021Q3 20238
Spectrum Planning & Advisory Services Inc. 880.32%0.41%0.49%Q4 2020Q3 20228
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 777.07%14.14%17.88%Q2 2016Q4 20177
Wealthspire Advisors, L.P. 610.00%0.05%0.35%Q4 2017Q3 20207
CABOT WEALTH MANAGEMENT INC 770.10%0.37%0.96%Q1 2022Q3 20237
Triumph Capital Management 430.09%0.15%0.23%Q3 2021Q3 20237
BOK Financial Private Wealth, Inc. 610.01%0.04%0.07%Q2 2016Q1 20237
Insight Wealth Partners, LLC 611.11%2.55%5.02%Q4 2019Q4 20217
PrairieView Partners, LLC 770.01%0.03%0.06%Q1 2022Q3 20237
Chemistry Wealth Management LLC 770.12%0.15%0.18%Q1 2022Q3 20237
BOOTHBAY FUND MANAGEMENT, LLC 610.02%0.46%0.98%Q4 2021Q3 20237
Squar Milner Financial Services LLC 520.00%0.01%0.04%Q2 2018Q1 20207
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 772.11%2.40%2.75%Q1 2022Q3 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.05%0.07%0.10%Q4 2018Q3 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.10%0.19%Q2 2013Q4 20147
IFG Advisors, LLC 770.19%0.23%0.26%Q2 2021Q4 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.45%0.80%1.46%Q1 2022Q3 20237
Blueprint Investment Partners LLC 520.11%0.32%1.05%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.01%0.02%0.02%Q4 2021Q3 20237
Haverford Trust Co 770.14%0.22%0.26%Q1 2022Q3 20237
Chicago Partners Investment Group LLC 520.01%0.01%0.01%Q4 2016Q3 20187
VCU Investment Management Co 7710.44%15.01%18.61%Q4 2016Q2 20187
SURIENCE PRIVATE WEALTH LLC 770.41%1.49%6.32%Q4 2021Q2 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 430.29%0.98%2.73%Q2 2013Q1 20237
Pinion Investment Advisors, LLC 520.14%0.21%0.36%Q3 2021Q3 20237
Curi Wealth Management, LLC 770.96%2.03%2.98%Q1 2022Q3 20237
NinePointTwo Capital LLC 770.10%0.14%0.18%Q4 2020Q2 20227
ARS Wealth Advisors, LLC 520.06%0.27%0.40%Q3 2015Q4 20207
EVERGREEN CAPITAL MANAGEMENT LLC 610.02%1.37%2.18%Q2 2020Q3 20237
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Vontobel Holding Ltd. 610.00%0.01%0.01%Q3 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Wealthstar Advisors, LLC 770.85%1.44%2.13%Q1 2022Q3 20237
MGO ONE SEVEN LLC 430.04%0.08%0.17%Q4 2020Q3 20237
OPPENHEIMER & CO INC 610.01%0.03%0.03%Q3 2015Q3 20237
Sowa Financial Group, Inc. 770.14%0.76%1.39%Q4 2019Q2 20217
SeaBridge Investment Advisors LLC 610.09%0.11%0.14%Q3 2019Q2 20227
REILLY FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q1 2017Q3 20217
LAZARD ASSET MANAGEMENT LLC 310.00%0.01%0.01%Q4 2017Q3 20237
Inspire Advisors, LLC 770.13%0.24%0.39%Q4 2020Q2 20227
Continuum Advisory, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
First National Bank of South Miami 430.01%0.02%0.02%Q4 2018Q3 20217
GODSEY & GIBB, INC 520.00%0.01%0.02%Q3 2021Q3 20237
FIDUCIARY TRUST CO 520.01%0.02%0.04%Q3 2020Q3 20237
W.G. Shaheen & Associates DBA Whitney & Co 770.06%0.41%0.93%Q1 2022Q3 20237
Omega Financial Group, LLC 770.34%0.46%0.56%Q1 2022Q3 20237
Weatherstone Capital Management 210.28%3.92%13.22%Q3 2013Q1 20197
Argentus Capital Management, LLC 510.31%3.07%14.96%Q3 2013Q3 20167
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Core Wealth Advisors, Inc. 610.02%3.11%4.89%Q4 2019Q2 20227
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.01%0.01%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 770.04%0.08%0.20%Q1 2021Q3 20227
PAYDEN & RYGEL 770.18%0.46%0.63%Q2 2015Q4 20167
OGOREK ANTHONY JOSEPH /NY/ /ADV 770.17%4.86%8.42%Q1 2022Q3 20237
Csenge Advisory Group 310.00%0.02%0.06%Q3 2018Q3 20237
Placemark Investments, Inc. 770.01%0.32%1.93%Q2 2013Q4 20147
Financial Advocates Investment Management 610.02%0.05%0.09%Q4 2019Q4 20227
Private Ocean, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
UMB Bank, n.a. 770.00%0.01%0.02%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.02%0.11%0.16%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.21%0.24%0.30%Q1 2022Q3 20237
Connectus Wealth, LLC 770.43%0.67%0.95%Q1 2022Q3 20237
ARS Investment Partners, LLC 660.19%0.90%1.20%Q4 2016Q1 20186
Bogart Wealth, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
ShoreHaven Wealth Partners, LLC 660.53%2.11%2.60%Q4 2020Q1 20226
Capital Advisors Wealth Management, LLC 660.07%0.24%0.83%Q1 2021Q2 20226
TCTC Holdings, LLC 510.00%0.00%0.00%Q2 2020Q3 20236
ESL Trust Services, LLC 660.18%0.35%0.44%Q1 2020Q2 20216
Hilton Capital Management, LLC 420.07%5.14%8.94%Q1 2022Q3 20236
Rise Advisors, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Trek Financial, LLC 420.03%0.19%0.49%Q1 2019Q3 20206
Good Life Advisors, LLC 410.08%0.14%0.31%Q4 2016Q1 20216
Coury Firm Asset Management LLC 331.18%1.99%3.59%Q4 2021Q2 20236
MACKAY SHIELDS LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Windsor Wealth Management, Inc. 660.11%0.29%0.71%Q3 2020Q4 20216
Parisi Gray Wealth Management 510.00%0.01%0.02%Q1 2018Q2 20216
Badgley Phelps Wealth Managers, LLC 660.02%1.44%2.01%Q3 2021Q4 20226
AVIANCE CAPITAL MANAGEMENT, LLC 660.05%0.18%0.40%Q2 2015Q3 20166
Peak Capital Management LLC 660.98%1.27%1.54%Q3 2017Q4 20186
DOCK STREET ASSET MANAGEMENT INC 660.95%1.24%1.52%Q2 2022Q3 20236
NATIONAL PLANNING CORP 410.01%0.41%0.81%Q2 2013Q4 20176
American Trust 660.05%0.10%0.14%Q1 2022Q2 20236
East Coast Asset Management, LLC. 660.09%0.12%0.18%Q2 2016Q3 20176
MIRSKY FINANCIAL MANAGEMENT CORP. 660.11%0.13%0.16%Q3 2020Q4 20216
MACROVIEW INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2013Q3 20146
MATRIX ASSET ADVISORS INC/NY 660.04%0.04%0.05%Q4 2019Q1 20216
Parkside Financial Bank & Trust 420.01%0.02%0.03%Q3 2015Q2 20176
Tarbox Family Office, Inc. 660.10%0.13%0.17%Q2 2016Q3 20176
Concord Wealth Partners 420.00%0.05%0.08%Q1 2022Q3 20236
Bond & Devick Financial Network, Inc. 661.28%5.93%7.81%Q2 2022Q3 20236
WBI INVESTMENTS, LLC 660.04%0.38%1.49%Q2 2015Q3 20166
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.08%0.87%2.95%Q2 2015Q3 20166
CANTOR FITZGERALD, L. P. 661.23%1.55%1.67%Q2 2022Q3 20236
COOPERMAN LEON G 660.02%0.02%0.03%Q2 2022Q3 20236
Glovista Investments LLC 420.12%1.02%3.34%Q4 2014Q4 20206
Allegis Investment Advisors, LLC 310.08%0.11%0.15%Q4 2015Q3 20176
RAND WEALTH, LLC 660.03%0.04%0.04%Q2 2017Q3 20186
Analyst IMS Investment Management Services Ltd. 330.00%0.11%0.25%Q2 2015Q3 20186
HCR Wealth Advisors 310.00%0.04%0.07%Q4 2019Q3 20236
First Capital Advisors Group, LLC. 420.02%1.77%5.53%Q4 2021Q2 20236
EFG Asset Management (Americas) Corp. 510.17%0.50%0.84%Q4 2014Q3 20236
TWIN FOCUS CAPITAL PARTNERS, LLC 660.06%0.09%0.16%Q3 2021Q4 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.01%Q2 2021Q4 20226
E&G Advisors, LP 660.10%0.10%0.11%Q2 2022Q3 20236
Baystate Wealth Management LLC 660.00%0.01%0.04%Q2 2022Q3 20236
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 661.65%1.79%1.94%Q2 2022Q3 20236
FormulaFolio Investments, LLC 660.03%0.19%0.51%Q3 2019Q4 20206
Carmichael Hill & Associates, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
GDS Wealth Management 661.28%1.36%1.45%Q4 2021Q1 20236
Solstein Capital, LLC 660.19%0.20%0.22%Q2 2022Q3 20236
Charles Schwab Trust Co 660.04%0.06%0.10%Q2 2022Q3 20236
Shepherd Financial Partners LLC 660.05%0.09%0.14%Q2 2018Q3 20196
Psagot Value Holdings Ltd. / (Israel) 660.24%0.28%0.32%Q3 2021Q4 20226
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.07%0.32%Q4 2018Q3 20236
Aries Wealth Management 510.13%0.20%0.50%Q1 2022Q3 20236
TOWNSQUARE CAPITAL LLC 420.01%0.10%0.32%Q2 2020Q4 20216
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Strategic Wealth Partners Group, LLC 420.06%0.10%0.19%Q2 2020Q4 20216
VICTORY CAPITAL MANAGEMENT INC 660.00%0.05%0.06%Q2 2022Q3 20236
MOTCO 420.00%0.00%0.01%Q2 2016Q4 20186
AlphaStar Capital Management, LLC 660.14%0.17%0.23%Q4 2017Q1 20196
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 662.19%3.01%3.61%Q4 2020Q1 20226
Manning & Napier Group, LLC 660.14%0.17%0.20%Q4 2017Q1 20196
Fullerton Fund Management Co Ltd. 660.08%2.85%4.11%Q1 2022Q2 20236
Foundations Investment Advisors, LLC 660.01%0.04%0.07%Q2 2022Q3 20236
Knowledge Leaders Capital, LLC 660.10%1.62%4.63%Q1 2016Q2 20176
VALLEY WEALTH MANAGERS, INC. 660.04%0.07%0.08%Q2 2022Q3 20236
Stonehearth Capital Management, LLC 420.15%0.34%0.82%Q1 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.03%0.05%Q2 2022Q3 20236
Silverleafe Capital Partners, LLC 421.77%2.33%2.88%Q1 2022Q3 20236
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Arkadios Wealth Advisors 310.00%0.01%0.02%Q4 2019Q1 20236
MANNING & NAPIER ADVISORS LLC 660.00%0.05%0.13%Q2 2016Q3 20176
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
COLDSTREAM CAPITAL MANAGEMENT INC 550.05%0.08%0.13%Q4 2018Q4 20195
ADVISOR PARTNERS LLC 550.03%0.05%0.06%Q1 2021Q1 20225
JNBA Financial Advisors 310.00%0.00%0.01%Q2 2019Q1 20235
NBT BANK N A /NY 550.10%0.12%0.15%Q3 2022Q3 20235
Clear Creek Financial Management, LLC 320.04%0.08%0.22%Q2 2020Q3 20215
Highland Private Wealth Management 320.10%0.12%0.13%Q2 2016Q3 20175
Enterprise Trust & Investment Co 550.00%0.00%0.00%Q2 2019Q2 20205
CAPE COD FIVE CENTS SAVINGS BANK 551.67%2.37%3.05%Q1 2017Q1 20185
THOMASPARTNERS, INC. 410.00%0.60%1.20%Q2 2013Q2 20175
EPG Wealth Management LLC 320.00%0.01%0.02%Q4 2019Q3 20235
True Link Financial Advisors, LLC 550.02%0.17%0.41%Q4 2020Q4 20215
Royal Fund Management, LLC 210.00%0.00%0.01%Q1 2017Q2 20195
Capital Advisors, Ltd. LLC 310.00%0.00%0.01%Q4 2015Q2 20195
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q4 2015Q4 20215
Legacy Private Trust Co. 310.02%0.05%0.08%Q3 2013Q3 20235
Capital Directions Investment Advisors, LLC 310.00%0.07%0.31%Q2 2017Q3 20225
Ionic Capital Management LLC 220.01%0.05%0.09%Q3 2015Q4 20155
Cadence Bank 550.03%0.09%0.14%Q3 2022Q3 20235
Wunderlich Capital Managemnt 550.24%0.32%0.36%Q3 2022Q3 20235
Elevated Capital Advisors, LLC 311.52%2.34%3.45%Q1 2019Q4 20205
MONECO Advisors, LLC 410.08%1.07%1.98%Q2 2020Q3 20215
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.01%0.02%Q4 2020Q4 20215
EXANE DERIVATIVES 550.04%0.06%0.11%Q1 2021Q1 20225
MBL Wealth, LLC 551.46%1.92%2.38%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.15%0.37%1.22%Q3 2021Q3 20225
Rinkey Investments 550.79%2.11%3.48%Q3 2022Q3 20235
Biltmore Family Office, LLC 410.00%0.00%0.01%Q3 2019Q4 20205
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20235
Ellevest, Inc. 410.00%0.01%0.02%Q1 2019Q1 20215
Banque Cantonale Vaudoise 320.01%0.01%0.01%Q3 2020Q3 20235
Index Fund Advisors, Inc. 550.08%0.11%0.19%Q4 2021Q4 20225
Mosaic Family Wealth, LLC 550.00%0.03%0.04%Q4 2017Q4 20185
Donoghue Forlines LLC 411.20%4.97%7.41%Q1 2022Q3 20235
180 WEALTH ADVISORS, LLC 550.15%0.16%0.18%Q4 2017Q4 20185
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Hirtle Callaghan & Co LLC 550.02%0.02%0.02%Q3 2020Q3 20215
LEVEL FOUR ADVISORY SERVICES, LLC 410.01%0.10%0.24%Q2 2020Q3 20235
TFO Wealth Partners, LLC 550.02%0.02%0.02%Q1 2020Q1 20215
IronBridge Private Wealth, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Godshalk Welsh Capital Management, Inc. 550.26%0.27%0.28%Q4 2015Q4 20165
BANK OF NOVA SCOTIA 110.00%0.01%0.03%Q4 2017Q4 20225
Mach-1 Financial Group, LLC 310.00%0.09%0.18%Q4 2020Q1 20235
B.O.S.S. Retirement Advisors, LLC 550.16%0.17%0.18%Q4 2022Q4 20235
Golden State Equity Partners 310.26%0.35%0.59%Q1 2021Q3 20235
Outlook Wealth Advisors, LLC 550.30%1.85%3.65%Q1 2020Q1 20215
Shamrock Asset Management LLC 410.07%0.09%0.13%Q3 2013Q1 20175
SIMON QUICK ADVISORS, LLC 310.00%0.01%0.05%Q1 2017Q1 20205
LaFleur & Godfrey LLC 320.05%0.45%1.67%Q2 2013Q4 20145
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q1 2022Q1 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.07%0.17%Q4 2016Q4 20175
KLS Professional Advisors Group, LLC 550.02%3.23%5.53%Q1 2018Q1 20195
Astor Investment Management LLC 320.14%2.03%4.49%Q2 2020Q3 20215
Running Point Capital Advisors, LLC 550.02%0.30%0.42%Q4 2020Q4 20215
Apollon Wealth Management, LLC 320.01%0.02%0.02%Q1 2022Q3 20235
Counterpoint Mutual Funds LLC 411.11%7.44%17.80%Q1 2022Q3 20235
Ruggie Capital Group 550.17%0.37%0.67%Q2 2018Q2 20195
AFAM CAPITAL, INC. 410.15%0.29%0.58%Q2 2016Q1 20185
Blue Fin Capital, Inc. 550.16%0.32%0.45%Q3 2022Q3 20235
AlphaCore Capital LLC 410.00%0.00%0.00%Q3 2021Q3 20235
K2 PRINCIPAL FUND, L.P. 310.66%1.45%2.95%Q2 2022Q3 20235
Jaffetilchin Investment Partners, LLC 550.31%0.38%0.58%Q1 2019Q1 20205
Divergent Wealth Advisors 550.29%0.37%0.48%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.03%0.03%0.04%Q3 2022Q3 20235
Bison Wealth, LLC 320.00%0.00%0.01%Q4 2019Q2 20225
Nuveen Fund Advisors, LLC 550.07%0.13%0.20%Q1 2017Q1 20185
Mayflower Financial Advisors, LLC 550.03%0.04%0.05%Q4 2020Q4 20215
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20235
Armbruster Capital Management, Inc. 410.00%0.03%0.04%Q4 2015Q4 20175
New Potomac Partners, LLC 551.93%2.01%2.20%Q3 2022Q3 20235
RETIREMENT INCOME SOLUTIONS, INC 550.12%1.28%1.83%Q3 2022Q3 20235
David J Yvars Group 550.19%0.36%0.56%Q4 2020Q4 20215
Menard Financial Group LLC 551.62%2.82%4.94%Q1 2020Q1 20215
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.04%0.05%0.06%Q1 2021Q1 20225
LITTLE HOUSE CAPITAL LLC 410.11%0.93%1.30%Q1 2019Q4 20215
SILVER OAK SECURITIES, INCORPORATED 550.03%0.04%0.05%Q3 2022Q3 20235
PALLADIEM, LLC 550.99%5.35%9.02%Q4 2020Q4 20215
Capital Wealth Planning, LLC 220.17%0.19%0.22%Q3 2015Q4 20184
Smart Money Group LLC 311.90%3.79%7.03%Q1 2020Q2 20214
NOMURA ASSET MANAGEMENT CO LTD 310.00%0.01%0.01%Q1 2020Q4 20224
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
First Farmers & Merchants Bank / Trust 440.72%0.77%0.81%Q4 2021Q3 20224
KM Capital Management Ltd. 440.15%0.30%0.45%Q4 2022Q3 20234
VSR Financial Services, Inc. 440.04%0.16%0.50%Q3 2015Q2 20164
SCHRODER INVESTMENT MANAGEMENT GROUP 210.01%0.02%0.02%Q3 2020Q1 20234
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.00%Q1 2020Q3 20234
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2021Q3 20224
SADOFF INVESTMENT MANAGEMENT LLC 440.02%0.02%0.03%Q4 2016Q3 20174
Y.D. More Investments Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
Trellus Management Company, LLC 440.51%0.76%0.99%Q1 2019Q4 20194
CYPRESS CAPITAL MANAGEMENT LLC 440.29%0.34%0.37%Q4 2021Q3 20224
Armor Investment Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
AXS Investments LLC 440.43%0.46%0.49%Q2 2022Q1 20234
Rainsberger Wealth Advisors, Inc. 442.68%3.68%4.74%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Clarity Financial LLC 220.37%2.40%4.73%Q4 2020Q3 20234
ANCORA FAMILY WEALTH ADVISORS, LLC 310.07%0.08%0.09%Q3 2015Q3 20164
Jackson Wealth Management, LLC 110.04%0.45%1.63%Q3 2015Q4 20214
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.00%0.02%0.09%Q1 2020Q4 20204
Castleview Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.00%0.04%0.08%Q4 2021Q3 20224
Greystone Financial Group, LLC 440.73%2.08%2.82%Q4 2020Q3 20214
Bryn Mawr Capital Management, LLC 440.14%0.18%0.20%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.01%0.02%0.03%Q4 2022Q3 20234
NorthCrest Asset Manangement, LLC 310.22%0.55%0.77%Q3 2022Q3 20234
Parker Financial LLC 441.63%1.99%2.29%Q4 2022Q3 20234
COMMUNITY TRUST & INVESTMENT CO 440.08%0.24%0.30%Q4 2022Q3 20234
F3Logic, LLC 310.03%0.08%0.14%Q4 2018Q4 20204
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 440.01%0.02%0.03%Q4 2016Q3 20174
Eley Financial Management, Inc 447.69%7.86%7.99%Q4 2022Q3 20234
Pacific Sage Partners, LLC 4411.18%11.68%12.26%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.64%0.88%1.37%Q4 2019Q3 20204
Cable Hill Partners, LLC 440.00%0.00%0.00%Q1 2017Q4 20174
Freestate Advisors LLC 442.52%14.05%47.52%Q1 2020Q4 20204
Cardan Capital Partners, LLC 310.79%1.29%1.56%Q2 2020Q3 20214
Independence Advisors, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
IFG Advisory, LLC 440.03%0.05%0.07%Q1 2022Q4 20224
Register Financial Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Highview Capital Management LLC/DE/ 445.30%9.28%10.65%Q4 2022Q3 20234
Hedeker Wealth, LLC 110.02%0.03%0.04%Q4 2014Q3 20164
CapWealth Advisors, LLC 310.01%0.03%0.03%Q3 2013Q1 20164
UBP Investment Advisors SA 440.62%0.72%0.79%Q4 2017Q3 20184
Oxbow Advisors, LLC 440.15%0.19%0.24%Q4 2022Q3 20234
MORRIS FINANCIAL CONCEPTS, INC. 440.00%0.00%0.00%Q4 2021Q3 20224
Good Harbor Financial, LLC 210.02%9.50%37.73%Q3 2013Q3 20154
Wellesley Investment Partners, LLC 440.32%0.46%0.56%Q4 2019Q3 20204
Fortis Group Advisors, LLC 310.22%2.36%8.72%Q3 2020Q3 20234
High Falls Advisors, Inc 310.01%0.50%0.85%Q1 2016Q2 20214
Beacon Bridge Wealth Partners, LLC 440.13%0.17%0.23%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Wealth Quarterback LLC 220.02%0.05%0.09%Q4 2019Q3 20214
Morton Brown Family Wealth, LLC 440.11%0.16%0.19%Q4 2022Q3 20234
TIEDEMANN ADVISORS, LLC 440.08%0.13%0.28%Q2 2022Q1 20234
Independence Bank of Kentucky 440.00%0.00%0.00%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.01%0.01%0.03%Q3 2019Q1 20214
CADENCE BANK NA 440.09%0.11%0.14%Q4 2019Q3 20204
TCG Advisory Services, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Edenbrook Capital, LLC 442.09%9.61%14.66%Q2 2021Q1 20224
PALLADIUM PARTNERS LLC 440.01%0.02%0.02%Q2 2013Q1 20144
Camarda Financial Advisors, LLC 210.01%1.42%3.51%Q2 2013Q2 20234
Advance Capital Management, Inc. 440.04%0.05%0.07%Q4 2022Q3 20234
Heirloom Wealth Management 440.24%5.74%8.11%Q4 2022Q3 20234
Crosspoint Capital Strategies, LLC 440.00%0.03%0.12%Q1 2015Q4 20154
StoneX Group Inc. 310.04%0.10%0.18%Q1 2020Q1 20214
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q1 20184
Evanson Asset Management, LLC 310.02%0.05%0.05%Q4 2017Q2 20234
Park Place Capital Corp 440.13%0.14%0.15%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 442.25%2.49%2.77%Q4 2022Q3 20234
Main Street Financial Solutions, LLC 310.12%0.39%0.57%Q1 2021Q2 20224
Northstar Advisory Group, LLC 210.40%6.94%16.37%Q4 2020Q3 20224
Global Financial Private Capital, Inc 310.20%0.40%0.91%Q1 2017Q2 20204
Peachtree Investment Advisors, Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
Claraphi Advisory Network, LLC 210.00%0.11%0.28%Q4 2018Q1 20204
Cresset Asset Management, LLC 310.00%0.01%0.02%Q1 2020Q3 20224
Johnson Financial Group, LLC 440.19%0.43%1.05%Q1 2017Q4 20174
Lake Hills Wealth Management, LLC 440.36%1.41%4.10%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 110.00%0.01%0.01%Q1 2021Q3 20234
Johnson Financial Group, Inc. 220.00%4.54%9.64%Q2 2016Q3 20234
Ballentine Partners, LLC 440.02%0.03%0.06%Q3 2020Q2 20214
Perennial Investment Advisors, LLC 440.04%0.06%0.10%Q4 2022Q3 20234
Crewe Advisors LLC 310.00%0.01%0.03%Q3 2022Q3 20234
SPROTT INC. 220.02%0.02%0.03%Q2 2020Q2 20214
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q1 20234
Clearview Wealth Advisors LLC 440.00%0.00%0.01%Q4 2020Q3 20214
ACAS, LLC 440.35%0.48%0.57%Q4 2022Q3 20234
Bank of New Hampshire 440.00%0.00%0.00%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Choate Investment Advisors 440.00%0.00%0.00%Q3 2020Q2 20214
Greenspring Advisors, LLC 440.06%0.11%0.18%Q4 2022Q3 20234
Ken Stern & Associates, Inc. 210.14%0.17%0.22%Q4 2015Q3 20163
Strategic Blueprint, LLC 110.00%0.01%0.03%Q3 2019Q1 20233
KAYS FINANCIAL ADVISORY CORP /ADV 210.04%0.13%0.26%Q2 2019Q3 20203
Neuberger Berman Group LLC 210.00%0.00%0.00%Q2 2019Q1 20223
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 210.01%0.13%0.22%Q1 2020Q4 20223
NatWest Group plc 330.07%0.10%0.12%Q2 2016Q4 20163
WEDBUSH SECURITIES INC 330.08%0.12%0.16%Q2 2020Q4 20203
Inspire Investing, LLC 330.02%0.06%0.10%Q4 2021Q2 20223
KCS Wealth Advisory 330.45%0.50%0.57%Q4 2017Q2 20183
Private Advisory Group LLC 210.32%0.38%0.44%Q2 2020Q2 20233
Principle Wealth Partners LLC 330.73%1.70%2.27%Q1 2023Q3 20233
Tuttle Capital Management, LLC 210.29%6.20%14.44%Q3 2020Q2 20213
Oakworth Capital, Inc. 210.00%0.01%0.01%Q4 2015Q2 20203
BRIGHTON JONES LLC 330.03%0.03%0.03%Q1 2023Q3 20233
HORIZON BANCORP INC /IN/ 330.07%0.09%0.11%Q4 2019Q2 20203
Newbridge Financial Services Group, Inc. 110.00%0.00%0.01%Q1 2021Q1 20223
LEAVELL INVESTMENT MANAGEMENT, INC. 330.45%0.55%0.64%Q1 2023Q3 20233
Clean Yield Group 330.09%0.09%0.09%Q2 2016Q4 20163
Cornerstone Planning Group LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Cedar Brook Financial Partners, LLC 330.92%1.00%1.14%Q4 2018Q2 20193
VisionPoint Advisory Group, LLC 330.06%0.18%0.31%Q1 2023Q3 20233
Manifold Partners, LLC 110.09%1.12%3.09%Q2 2013Q3 20163
SONATA CAPITAL GROUP INC 330.12%0.13%0.15%Q1 2020Q3 20203
Hall Kathryn A. 330.43%0.58%0.69%Q4 2014Q2 20153
Manchester Capital Management LLC 210.00%0.01%0.01%Q4 2020Q1 20233
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q1 2022Q2 20233
CITIZENS FINANCIAL GROUP INC/RI 330.01%0.34%0.54%Q1 2023Q3 20233
Semmax Financial Advisors Inc. 330.00%0.15%0.34%Q4 2018Q2 20193
Sepio Capital, LP 330.02%0.02%0.03%Q4 2018Q2 20193
FLPUTNAM INVESTMENT MANAGEMENT CO 330.05%0.07%0.09%Q1 2023Q3 20233
Your Advocates Ltd., LLP 330.05%0.06%0.07%Q1 2020Q3 20203
Avion Wealth 330.02%0.03%0.03%Q2 2022Q4 20223
Founders Capital Management 210.00%0.00%0.01%Q4 2017Q3 20223
Tradewinds Capital Management, LLC 330.00%0.00%0.01%Q3 2015Q1 20163
Flagship Private Wealth, LLC 330.01%0.02%0.06%Q4 2020Q2 20213
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q1 2022Q4 20223
Birchcreek Wealth Management, LLC 210.07%0.13%0.19%Q4 2020Q2 20233
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Compass Efficient Model Portfolios, LLC 331.49%5.16%12.19%Q2 2013Q4 20133
DDFG, Inc 336.18%7.10%8.64%Q1 2023Q3 20233
JARISLOWSKY, FRASER Ltd 330.00%0.01%0.01%Q2 2021Q4 20213
Apriem Advisors 110.00%0.00%0.00%Q1 2016Q2 20183
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
FIRST HORIZON CORP 210.00%0.00%0.01%Q3 2020Q2 20213
Noble Family Wealth, LLC 330.29%0.33%0.36%Q1 2023Q3 20233
Advisor Resource Council 210.02%0.10%0.17%Q4 2021Q4 20223
Clarus Wealth Advisors 330.40%0.70%1.22%Q1 2020Q3 20203
Annandale Capital, LLC 330.23%0.24%0.26%Q1 2022Q3 20223
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
USA FINANCIAL FORMULAS 210.08%4.57%8.63%Q2 2015Q1 20163
Financial Gravity Companies, Inc. 211.24%1.90%2.26%Q4 2017Q4 20183
Guidant Wealth Advisors 330.14%0.15%0.15%Q1 2019Q3 20193
IMC-Chicago, LLC 110.00%0.01%0.01%Q4 2019Q4 20223
SouthState Corp 330.00%0.00%0.00%Q1 2022Q3 20223
Trivant Custom Portfolio Group, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.03%Q4 2021Q4 20223
Partnervest Advisory Services LLC 330.12%0.16%0.19%Q2 2019Q4 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
AGILIS PARTNERS LLC 331.63%1.80%2.00%Q4 2014Q2 20153
CUMBERLAND ADVISORS INC 330.10%0.51%0.78%Q4 2022Q2 20233
WestHill Financial Advisors, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
Pensionmark Financial Group, LLC 330.32%0.58%1.11%Q1 2020Q3 20203
BRINKER CAPITAL INC 330.02%0.02%0.02%Q1 2016Q3 20163
V Wealth Advisors LLC 210.05%0.26%0.68%Q1 2016Q2 20233
FAS Wealth Partners, Inc. 210.00%0.00%0.01%Q3 2021Q3 20233
Genesis Wealth Advisors, LLC 332.74%3.09%3.47%Q4 2014Q2 20153
Jump Financial, LLC 210.04%0.22%0.32%Q3 2021Q3 20223
Land & Buildings Investment Management 330.80%0.83%0.88%Q3 2022Q1 20233
CALDWELL SUTTER CAPITAL, INC. 330.04%0.08%0.10%Q1 2023Q3 20233
Wayfinding Financial, LLC 330.18%0.20%0.22%Q1 2023Q3 20233
COLTON GROOME FINANCIAL ADVISORS, LLC 210.57%0.85%1.04%Q2 2019Q2 20233
Permanens Capital L.P. 330.01%0.01%0.02%Q4 2020Q2 20213
Great Lakes Retirement, Inc. 330.33%0.37%0.42%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
SPRING CREEK CAPITAL LLC 330.04%0.15%0.30%Q2 2018Q4 20183
CHOREO, LLC 330.03%0.10%0.23%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.30%0.35%0.40%Q4 2022Q3 20233
QS Investors, LLC 210.02%0.02%0.03%Q1 2016Q1 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.05%0.09%Q1 2023Q3 20233
TFB Advisors LLC 331.12%1.82%2.18%Q4 2022Q2 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 332.31%3.37%5.38%Q1 2023Q3 20233
Joseph P. Lucia & Associates, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Prentice Wealth Management LLC 330.13%2.03%5.78%Q3 2022Q1 20233
Ausdal Financial Partners, Inc. 110.04%0.18%0.26%Q4 2015Q2 20173
Columbus Macro, LLC 210.35%0.43%0.53%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.02%0.28%0.81%Q4 2022Q3 20233
Venture Visionary Partners LLC 210.00%0.01%0.02%Q4 2020Q2 20223
Treynor Bancshares, Inc. 331.77%1.96%2.07%Q4 2021Q2 20223
SkyView Investment Advisors, LLC 331.73%2.20%2.84%Q3 2021Q1 20223
Wealth & Pension Services Group, Inc. 331.60%1.61%1.61%Q1 2019Q3 20193
Legacy Capital Group California, Inc. 330.12%0.13%0.14%Q1 2023Q3 20233
Anfield Capital Management, LLC 210.03%0.08%0.13%Q4 2019Q1 20213
Total Clarity Wealth Management, Inc. 330.51%0.62%0.72%Q2 2020Q4 20203
Fulcrum Equity Management 210.01%0.10%0.16%Q3 2019Q2 20203
Lauer Wealth, LLC 335.15%6.19%8.09%Q1 2023Q3 20233
Noven Financial Group, Inc. 1111.26%16.35%19.01%Q3 2015Q1 20203
SECURITY NATIONAL TRUST CO 330.00%0.00%0.00%Q2 2020Q4 20203
Leucadia National 220.01%0.01%0.01%Q2 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Eudaimonia Partners, LLC 330.00%0.01%0.02%Q3 2020Q1 20213
Mayfair Advisory Group, LLC 330.38%0.40%0.42%Q2 2022Q4 20223
Corient Private Wealth LLC 330.01%0.02%0.06%Q1 2023Q3 20233
DeGreen Capital Management LLC 332.95%5.09%6.28%Q1 2021Q3 20213
Vision Capital Management, Inc. 330.36%0.38%0.39%Q3 2021Q1 20223
PRIVATE CAPITAL MANAGEMENT LLC 330.09%0.11%0.13%Q1 2023Q3 20233
IEQ CAPITAL, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Ledyard National Bank 330.01%0.01%0.01%Q2 2013Q4 20133
PAX Financial Group, LLC 330.05%0.11%0.19%Q4 2021Q2 20223
Stephens Consulting, LLC 330.05%0.06%0.08%Q2 2022Q4 20223
Insight Wealth Strategies, LLC 330.06%0.10%0.17%Q2 2020Q4 20203
Pacific Wealth Management 332.61%2.64%2.69%Q1 2023Q3 20233
RE Dickinson Investment Advisors, LLC 330.00%0.02%0.04%Q4 2021Q2 20223
Icon Wealth Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CPWM, LLC 330.14%0.16%0.19%Q4 2011Q2 20123
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q4 2021Q2 20223
Family Management Corp 110.00%1.42%4.23%Q3 2019Q3 20233
Meridian Wealth Management, LLC 330.07%0.10%0.13%Q4 2018Q2 20193
AdvisorShares Investments LLC 210.05%0.12%0.17%Q4 2020Q3 20213
Opus Capital Group, LLC 210.04%0.06%0.10%Q3 2015Q4 20223
ASHFORD CAPITAL MANAGEMENT INC 330.08%0.34%0.60%Q2 2018Q4 20183
Vanguard Personalized Indexing Management, LLC 110.02%0.06%0.11%Q3 2020Q1 20223
Certus Wealth Management, LLC 220.21%0.39%0.57%Q2 2023Q3 20232
SAXON INTERESTS, INC. 220.60%0.66%0.72%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.38%0.42%0.45%Q2 2013Q3 20132
DAYMARK WEALTH PARTNERS, LLC 220.03%0.04%0.06%Q2 2023Q3 20232
Pioneer Wealth Management Group 220.24%0.25%0.26%Q2 2023Q3 20232
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
IAMS WEALTH MANAGEMENT, LLC 220.18%0.31%0.45%Q2 2023Q3 20232
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q4 2018Q3 20192
CI Global Investments Inc. 220.01%0.11%0.21%Q3 2017Q4 20172
Fortune Financial Advisors, LLC 222.00%2.01%2.01%Q2 2023Q3 20232
Bay Harbor Wealth Management, LLC 220.21%0.22%0.24%Q2 2020Q3 20202
Measured Wealth Private Client Group, LLC 110.04%0.12%0.20%Q3 2017Q3 20182
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.02%0.02%Q3 2021Q4 20212
Latitude Advisors, LLC 220.18%0.18%0.19%Q3 2022Q4 20222
Cleary Gull Holdings Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
American Planning Services, Inc. 220.21%0.24%0.26%Q3 2022Q4 20222
All Season Financial Advisors, Inc. 225.66%6.25%6.84%Q1 2023Q2 20232
NewDay Solutions, LLC 220.18%0.28%0.37%Q2 2019Q3 20192
Security National Bank 220.12%0.14%0.16%Q1 2020Q2 20202
IFS Advisors, LLC 220.30%0.33%0.37%Q4 2020Q1 20212
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Cyndeo Wealth Partners, LLC 220.04%0.56%1.07%Q4 2022Q1 20232
Bank Pictet & Cie (Europe) AG 220.01%0.01%0.01%Q2 2023Q3 20232
Mechanics Bank Trust Department 220.06%0.07%0.07%Q2 2018Q3 20182
TRUSTCO BANK CORP N Y 220.26%0.27%0.28%Q2 2023Q3 20232
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.08%6.81%13.54%Q1 2020Q2 20202
Pettinga Financial Advisors LLC 220.16%0.20%0.24%Q4 2018Q1 20192
RATIONAL ADVISORS LLC 220.12%0.39%0.66%Q3 2020Q4 20202
ENTERPRISE FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q1 2017Q2 20172
ETF Store, Inc. 222.79%2.81%2.82%Q2 2023Q3 20232
Imprint Wealth LLC 220.17%0.18%0.18%Q1 2023Q2 20232
Halpern Financial, Inc. 220.01%0.02%0.03%Q4 2019Q1 20202
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q4 2022Q1 20232
Arrow Investment Advisors, LLC 114.88%4.91%4.94%Q3 2015Q1 20162
Financial Services Advisory Inc 220.46%0.57%0.68%Q1 2023Q2 20232
Paragon Wealth Strategies, LLC 112.93%2.99%3.05%Q4 2016Q1 20202
ASSOCIATED BANC-CORP 110.02%0.02%0.02%Q4 2018Q1 20222
Blue Trust, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
RWA WEALTH PARTNERS, LLC 110.02%0.08%0.15%Q1 2020Q3 20232
Aevitas Wealth Management, Inc. 221.11%1.41%1.71%Q3 2022Q4 20222
PIN OAK INVESTMENT ADVISORS INC 220.01%0.01%0.01%Q3 2019Q4 20192
Waterloo Capital, L.P. 220.09%0.09%0.09%Q1 2023Q2 20232
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20192
IBERIABANK CORP 220.04%0.04%0.04%Q3 2017Q4 20172
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.01%Q1 2017Q2 20172
Strid Group, LLC 220.08%0.08%0.09%Q1 2022Q2 20222
ING GROEP NV 220.07%0.10%0.13%Q2 2023Q3 20232
Tevis Investment Management 220.02%0.02%0.02%Q2 2022Q3 20222
TOTAL INVESTMENT MANAGEMENT INC 110.12%0.22%0.32%Q2 2020Q2 20212
PhaseCapital LP 220.10%0.19%0.29%Q1 2015Q2 20152
AlphaCentric Advisors LLC 220.38%0.41%0.44%Q1 2023Q2 20232
Meixler Investment Management, Ltd. 220.20%0.23%0.26%Q4 2021Q1 20222
Natixis Investment Managers International 220.25%0.26%0.27%Q2 2015Q3 20152
LWM Advisory Services, LLC 220.36%0.37%0.38%Q1 2022Q2 20222
Pinnacle Summer Investments, Inc. 220.00%0.00%0.00%Q3 2015Q4 20152
Aspire Private Capital, LLC 220.47%0.49%0.51%Q2 2020Q3 20202
Spruce Investment Advisors LLC 221.12%9.70%18.29%Q2 2013Q3 20132
R. W. Roge & Company, Inc. 220.62%0.73%0.84%Q4 2022Q1 20232
ALPS ADVISORS INC 220.00%0.00%0.00%Q3 2015Q4 20152
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Trail Ridge Investment Advisors, LLC 220.24%0.31%0.38%Q2 2022Q3 20222
Avior Wealth Management, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Secrest Blakey & Associates, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.01%Q4 2020Q4 20212
Sutton Wealth Advisors Inc. 220.01%0.04%0.07%Q2 2023Q3 20232
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Lee Capital Holdings LLC 220.32%0.34%0.36%Q4 2019Q1 20202
Gallacher Capital Management LLC 220.12%0.13%0.13%Q4 2022Q1 20232
Sargent Bickham Lagudis LLC 110.00%0.00%0.01%Q4 2019Q3 20222
ACCESS FINANCIAL SERVICES, INC. 223.39%5.37%7.36%Q2 2021Q3 20212
Argent Advisors, Inc. 220.25%0.25%0.25%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.02%0.03%Q2 2023Q3 20232
Q3 Asset Management 111.78%7.38%12.97%Q4 2018Q1 20202
L.M. KOHN & COMPANY 220.15%0.17%0.19%Q4 2022Q1 20232
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Tidal Investments LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Cassady Schiller Wealth Management, LLC 110.01%0.02%0.03%Q4 2022Q2 20232
Avestar Capital, LLC 110.01%0.02%0.04%Q4 2017Q2 20192
HOWE & RUSLING INC 220.00%0.00%0.00%Q4 2022Q1 20232
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.05%0.11%Q1 2019Q2 20202
Idaho Trust Bank 220.50%0.59%0.69%Q2 2023Q3 20232
Centiva Capital, LP 110.12%0.38%0.64%Q3 2022Q3 20232
Strategic Point Investment Advisors, LLC 225.35%5.47%5.60%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.08%0.09%0.09%Q4 2014Q1 20152
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Leelyn Smith, LLC 110.00%0.01%0.01%Q2 2020Q4 20212
J.P. Turner & Co Capital Mnagement, LLC 110.22%0.22%0.23%Q4 2014Q3 20152
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.01%0.01%0.01%Q2 2015Q3 20152
Castle Rock Wealth Management, LLC 220.79%0.93%1.06%Q1 2020Q2 20202
SHINE INVESTMENT ADVISORY SERVICES INC 220.01%0.01%0.01%Q3 2019Q4 20192
Newport Capital Group, LLC 220.47%0.55%0.64%Q2 2023Q3 20232
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2022Q2 20222
Impact Partnership Wealth, LLC 220.00%0.69%1.38%Q2 2023Q3 20232
Claro Advisors LLC 110.01%0.08%0.16%Q4 2018Q3 20232
TTP Investments, Inc. 220.39%0.44%0.50%Q3 2019Q4 20192
Vanguard Capital Wealth Advisors 220.23%0.23%0.24%Q3 2021Q4 20212
BOSTON FINANCIAL MANGEMENT LLC 220.07%0.09%0.11%Q2 2022Q3 20222
Penserra Capital Management LLC 110.00%0.02%0.04%Q3 2018Q1 20202
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Randolph Co Inc 223.56%5.62%7.68%Q4 2018Q1 20192
First Allied Asset Management, Inc. 110.05%0.07%0.08%Q3 2013Q4 20142
TRUE Private Wealth Advisors 220.11%0.12%0.13%Q2 2018Q3 20182
KMS FINANCIAL SERVICES, INC 220.06%0.07%0.08%Q2 2013Q3 20132
Ford Financial Group, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Aureus Asset Management, LLC 220.11%0.12%0.12%Q1 2015Q2 20152
Accel Wealth Management 220.00%0.00%0.00%Q4 2020Q1 20212
Cornerstone Wealth Group, LLC 220.87%0.87%0.87%Q2 2023Q3 20232
GTS SECURITIES LLC 220.02%0.15%0.28%Q2 2023Q3 20232
Stegent Equity Advisors, Inc. 220.30%0.30%0.30%Q4 2021Q1 20222
Pallas Capital Advisors LLC 220.44%0.54%0.63%Q1 2023Q2 20232
BBVA USA 220.13%0.13%0.13%Q2 2021Q3 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2019Q4 20192
Fortitude Advisory Group L.L.C. 220.01%0.02%0.02%Q4 2021Q1 20222
Paragon Capital Management Ltd 220.23%0.89%1.56%Q2 2023Q3 20232
Counsel Portfolio Services Inc. 220.06%0.14%0.21%Q1 2016Q2 20162
LMCG INVESTMENTS, LLC 220.12%0.14%0.15%Q1 2022Q2 20222
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.18%0.74%1.30%Q1 2021Q1 20222
Tranquilli Financial Advisor LLC 220.57%0.60%0.62%Q1 2023Q2 20232
D'Orazio & Associates, Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
QCI ASSET MANAGEMENT INC/NY 220.02%0.02%0.02%Q2 2020Q3 20202
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
FAIRFIELD, BUSH & CO. 110.00%0.01%0.01%Q2 2022Q2 20232
Family Asset Management, LLC 220.03%0.28%0.54%Q2 2023Q3 20232
Marks Wealth, LLC 117.44%14.48%21.53%Q4 2020Q2 20222
Zions Bancorporation, N.A. 220.00%0.01%0.01%Q1 2022Q2 20222
FinTrust Investment Advisory Services, LLC 220.67%0.68%0.69%Q2 2013Q3 20132
ORG Partners LLC 220.01%0.04%0.08%Q2 2023Q3 20232
TPG Financial Advisors, LLC 221.68%1.86%2.04%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q4 20202
WEST CHESTER CAPITAL ADVISORS, INC 220.79%1.19%1.59%Q2 2023Q3 20232
Dorsey Wright & Associates 113.34%3.89%4.44%Q3 2015Q1 20162
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Fiduciary Alliance LLC 220.08%0.11%0.14%Q2 2023Q3 20232
COWEN AND COMPANY, LLC 220.06%0.16%0.26%Q2 2023Q3 20232
Moloney Securities Asset Management, LLC 220.34%0.36%0.39%Q1 2019Q2 20192
Oxler Private Wealth LLC 110.00%0.01%0.02%Q4 2020Q3 20222
GoalVest Advisory LLC 110.00%0.00%0.01%Q4 2020Q3 20232
TBH Global Asset Management, LLC 220.17%0.35%0.53%Q2 2023Q3 20232
Epstein & White Financial LLC 220.13%0.24%0.35%Q4 2017Q1 20182
Bluefin Trading, LLC 110.29%0.47%0.65%Q2 2013Q4 20132
Facet Wealth, Inc. 222.10%2.14%2.19%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Jenkins Wealth 111.87%1.95%2.04%Q4 2021Q4 20222
Ridgewood Investments LLC 220.06%0.07%0.08%Q1 2023Q2 20232
Kensington Asset Management, LLC 227.85%17.59%27.32%Q4 2021Q1 20222
Redwood Investment Management, LLC 1116.74%25.68%34.63%Q1 2018Q4 20182
Ameritas Advisory Services, LLC 110.01%0.02%0.03%Q1 2023Q3 20232
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Biltmore Wealth Management, LLC 221.29%1.34%1.40%Q2 2017Q3 20172
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q3 20212
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Atlas Private Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Semus Wealth Partners LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Rafferty Asset Management, LLC 110.26%0.26%0.26%Q2 2013Q2 20131
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q2 2015Q2 20151
TECTONIC ADVISORS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Signature Wealth Management Group 110.01%0.01%0.01%Q3 2018Q3 20181
Verition Fund Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Integrated Investment Consultants, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.00%0.00%0.00%Q4 2017Q4 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q1 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BANK OF HAWAII 110.02%0.02%0.02%Q3 2023Q3 20231
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RETIREMENT CAPITAL STRATEGIES 115.04%5.04%5.04%Q2 2023Q2 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q3 2016Q3 20161
Headlands Technologies LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Empowered Funds, LLC 110.29%0.29%0.29%Q2 2020Q2 20201
AXA S.A. 113.09%3.09%3.09%Q3 2015Q3 20151
LifePro Asset Management 110.16%0.16%0.16%Q2 2023Q2 20231
HARTLINE INVESTMENT CORP/ 110.19%0.19%0.19%Q3 2022Q3 20221
ALLEGHANY CORP /DE 1115.10%15.10%15.10%Q3 2017Q3 20171
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
3D ASSET MANAGEMENT, INC 110.12%0.12%0.12%Q2 2020Q2 20201
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CETERA INVESTMENT MANAGEMENT LLC 110.51%0.51%0.51%Q4 2015Q4 20151
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Investment Research & Advisory Group, Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
Genesee Capital Advisors, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Midwest Wealth Management Inc. 110.29%0.29%0.29%Q4 2020Q4 20201
ZEKE CAPITAL ADVISORS, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q3 2016Q3 20161
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q1 2013Q1 20131
Williams Financial, LLC 118.05%8.05%8.05%Q2 2022Q2 20221
Glassman Wealth Services 110.01%0.01%0.01%Q3 2016Q3 20161
EisnerAmper Wealth Management Corporate Benefits, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
COHEN & STEERS, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Zhang Financial LLC 110.03%0.03%0.03%Q2 2023Q2 20231
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
DAVIS R M INC 110.01%0.01%0.01%Q4 2020Q4 20201
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Norway Savings Bank 110.02%0.02%0.02%Q4 2020Q4 20201
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Pegasus Partners Ltd. 111.24%1.24%1.24%Q3 2023Q3 20231
CAMDEN NATIONAL CORP 110.55%0.55%0.55%Q1 2021Q1 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q2 20211
WAYCROSS PARTNERS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vigilare Wealth Management 110.34%0.34%0.34%Q4 2019Q4 20191
EFG CAPITAL INTERNATIONAL CORP. 110.51%0.51%0.51%Q2 2023Q2 20231
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EHP Funds Inc. 110.12%0.12%0.12%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Round Table Services, LLC 110.45%0.45%0.45%Q3 2015Q3 20151
BELLEVUE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
FIRST HAWAIIAN BANK 110.02%0.02%0.02%Q2 2013Q2 20131
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Windhaven Investment Management, Inc. 112.68%2.68%2.68%Q1 2016Q1 20161
TimeScale Financial, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Buckingham Capital Management, Inc. 112.69%2.69%2.69%Q3 2023Q3 20231
BTS Asset Management, Inc. 1154.26%54.26%54.26%Q1 2023Q1 20231
WealthTrust-Arizona, LLC 110.21%0.21%0.21%Q1 2016Q1 20161
BlackRock Fund Advisors 110.00%0.00%0.00%Q3 2014Q3 20141
SMITH CHAS P & ASSOCIATES PA CPAS 110.02%0.02%0.02%Q3 2021Q3 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Camelot Portfolios, LLC 110.15%0.15%0.15%Q3 2015Q3 20151
Aspen Grove Capital, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Summit Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
CUTLER INVESTMENT COUNSEL LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Pinnacle Wealth Advisors 110.89%0.89%0.89%Q2 2021Q2 20211
Harfst & Associates, Inc. 110.13%0.13%0.13%Q3 2016Q3 20161
Cascadia Advisory Services, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Laird Norton Wetherby Wealth Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MATRIX PRIVATE CAPITAL GROUP LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
ROOSEVELT INVESTMENT GROUP LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PEAK FINANCIAL ADVISORS LLC 113.14%3.14%3.14%Q1 2022Q1 20221
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CCG WEALTH MANAGEMENT, LLC 110.51%0.51%0.51%Q3 2021Q3 20211
Capstone Financial Advisors, Inc. 110.09%0.09%0.09%Q1 2018Q1 20181
First Personal Financial Services 110.00%0.00%0.00%Q1 2016Q1 20161
Emerald Advisors, LLC 110.39%0.39%0.39%Q4 2019Q4 20191
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2020Q3 20201
Grove Bank & Trust 110.03%0.03%0.03%Q4 2017Q4 20171
Three Bridge Wealth Advisors, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
HoyleCohen, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
New Republic Capital, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 112.79%2.79%2.79%Q1 2021Q1 20211
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2012Q4 20121
Accuvest Global Advisors 110.13%0.13%0.13%Q2 2013Q2 20131
Astoria Portfolio Advisors LLC. 112.56%2.56%2.56%Q3 2022Q3 20221
Frontier Asset Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q1 2020Q1 20201
BECKER CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q3 2023Q3 20231
Susquehanna International Group Ltd. 110.96%0.96%0.96%Q3 2023Q3 20231
Pictet North America Advisors SA 110.16%0.16%0.16%Q3 2022Q3 20221
Burns Matteson Capital Management, LLC 110.79%0.79%0.79%Q1 2021Q1 20211
BSW Wealth Partners 110.39%0.39%0.39%Q4 2022Q4 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.19%0.19%0.19%Q1 2022Q1 20221
HighTower Trust Company, N.A. 110.07%0.07%0.07%Q2 2022Q2 20221
GSB Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Indiana Trust & Investment Management CO 110.09%0.09%0.09%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Americana Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q2 20221
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Nemes Rush Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Penobscot Investment Management Company, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q3 2013Q3 20131
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WNY Asset Management, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
ADIRONDACK TRUST CO 110.03%0.03%0.03%Q4 2018Q4 20181
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Next Level Private LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Hutchens & Kramer Investment Management Group, LLC 111.33%1.33%1.33%Q1 2023Q1 20231
HighMark Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Austin Wealth Management, LLC 112.77%2.77%2.77%Q3 2023Q3 20231
Heritage Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
Jacobsen Capital Management 110.22%0.22%0.22%Q3 2019Q3 20191
JGP Wealth Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Savant Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST UNITED BANK & TRUST 110.13%0.13%0.13%Q2 2020Q2 20201
Operose Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Walleye Trading LLC 110.01%0.01%0.01%Q2 2016Q2 20161
BBR PARTNERS, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Wambolt & Associates, LLC 110.40%0.40%0.40%Q4 2018Q4 20181
NorthRock Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
PRUDENTIAL PLC 110.02%0.02%0.02%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.08%0.08%0.08%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.04%0.04%0.04%Q4 2022Q4 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Permit Capital Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Wealth Enhancement & Preservation of GA, LLC 110.94%0.94%0.94%Q2 2022Q2 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
COURIER CAPITAL LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
NICOLET BANKSHARES INC 110.08%0.08%0.08%Q3 2019Q3 20191
Donald L. Hagan, LLC 114.14%4.14%4.14%Q4 2019Q4 20191
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Verdad Advisers, LP 1120.25%20.25%20.25%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Royal Harbor Partners, LLC 114.09%4.09%4.09%Q4 2019Q4 20191
JUNCTURE WEALTH STRATEGIES, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TRUEWEALTH LLC 110.01%0.01%0.01%Q1 2018Q1 20181
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Turim 21 Investimentos Ltda. 110.05%0.05%0.05%Q4 2020Q4 20201
ALERUS FINANCIAL NA 111.62%1.62%1.62%Q3 2019Q3 20191
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Coston, McIsaac & Partners 110.02%0.02%0.02%Q2 2022Q2 20221
Janney Capital Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q4 2017Q4 20171
INVESTMENT PARTNERS, LTD. 110.07%0.07%0.07%Q1 2015Q1 20151
Essex Savings Bank 110.02%0.02%0.02%Q4 2018Q4 20181
Verus Financial Partners, Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
QUANTRES ASSET MANAGEMENT Ltd 113.50%3.50%3.50%Q4 2014Q4 20141
PNC Managed Account Solutions, Inc. 111.44%1.44%1.44%Q2 2021Q2 20211
Legacy Trust 110.07%0.07%0.07%Q2 2023Q2 20231
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Edge Wealth Management LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Covestor Ltd 110.04%0.04%0.04%Q4 2021Q4 20211
Veracity Capital LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Resonant Capital Advisors, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Carnick & Kubik, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
Mid-American Wealth Advisory Group, Inc. 110.20%0.20%0.20%Q4 2021Q4 20211
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VitalStone Financial, LLC 110.76%0.76%0.76%Q1 2023Q1 20231
Aldebaran Financial Inc. 110.64%0.64%0.64%Q4 2016Q4 20161
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Annex Advisory Services, LLC 110.46%0.46%0.46%Q3 2013Q3 20131
ARMSTRONG ADVISORY GROUP, INC 112.57%2.57%2.57%Q3 2023Q3 20231
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Olympiad Research LP 112.71%2.71%2.71%Q4 2019Q4 20191
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.21%0.21%0.21%Q2 2016Q2 20161
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q2 2014Q2 20141
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
6 Meridian 111.03%1.03%1.03%Q2 2021Q2 20211
Segment Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Crescent Grove Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Fortis Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.02%0.02%0.02%Q4 2017Q4 20171
KNIGHT CAPITAL GROUP LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Financial Consulate Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
Prostatis Group LLC 110.96%0.96%0.96%Q2 2020Q2 20201
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Core Wealth Partners LLC 110.23%0.23%0.23%Q2 2023Q2 20231
FIRST FINANCIAL EQUITY CORPORATION 110.13%0.13%0.13%Q1 2017Q1 20171
WealthOne, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
HANCOCK WHITNEY CORP 110.02%0.02%0.02%Q3 2023Q3 20231
SECURITY ASSET MANAGEMENT 110.36%0.36%0.36%Q1 2023Q1 20231
STRINGER ASSET MANAGEMENT, LLC 110.38%0.38%0.38%Q3 2022Q3 20221
HB Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WBH ADVISORY INC 110.25%0.25%0.25%Q3 2023Q3 20231
Connecticut Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Virtu Financial LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Pension Partners, LLC 1121.41%21.41%21.41%Q3 2016Q3 20161
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Rezny Wealth Management, Inc. 114.14%4.14%4.14%Q3 2016Q3 20161
Missouri Trust & Investment Co 110.01%0.01%0.01%Q2 2023Q2 20231
Jefferies Group LLC 110.00%0.00%0.00%Q4 2013Q4 20131
External links

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