ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202346
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.01%0.02%Q4 2012Q3 202344
Freedom Investment Management, Inc. 43430.05%0.37%0.72%Q1 2013Q3 202343
Destination Wealth Management 43430.01%0.15%0.55%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.07%0.25%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.03%0.99%2.54%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.04%0.11%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.02%0.25%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.03%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.08%0.97%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.17%0.56%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.07%0.23%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.09%0.34%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.07%0.76%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.02%0.11%0.28%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.06%0.25%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.10%0.33%0.79%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.00%0.04%0.09%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.05%0.26%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.75%4.13%Q3 2013Q3 202341
BANK OF NOVA SCOTIA 40400.00%0.14%0.53%Q4 2013Q3 202340
ALESCO ADVISORS LLC 40400.04%0.14%0.39%Q4 2013Q3 202340
Ifrah Financial Services, Inc. 3540.26%1.10%7.56%Q2 2013Q3 202339
COMERICA BANK 2510.00%0.01%0.14%Q2 2013Q3 202338
HighTower Advisors, LLC 3320.00%0.05%0.16%Q4 2013Q3 202338
JANE STREET GROUP, LLC 25130.00%0.05%0.44%Q1 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 37370.02%0.29%0.82%Q3 2014Q3 202337
CREDIT SUISSE AG/ 2410.00%0.02%0.06%Q1 2013Q1 202337
THRIVENT FINANCIAL FOR LUTHERANS 2510.00%0.04%0.10%Q3 2014Q3 202336
UBS Group AG 36360.01%0.05%0.17%Q4 2014Q3 202336
BlackRock Inc. 36360.00%0.02%0.06%Q4 2014Q3 202336
IndexIQ Advisors LLC 36360.43%4.26%10.76%Q2 2013Q1 202236
Advisory Services Network, LLC 2710.00%0.48%1.63%Q4 2013Q3 202336
Betterment LLC 36360.88%2.45%5.21%Q4 2014Q3 202336
HSBC HOLDINGS PLC 1810.00%0.03%0.15%Q1 2012Q3 202335
Winfield Associates, Inc. 34340.13%0.51%1.80%Q4 2013Q1 202234
KWMG, LLC 34340.16%1.09%1.61%Q2 2015Q3 202334
Financial Management Professionals, Inc. 2230.00%0.11%0.23%Q2 2013Q3 202334
Creative Planning 1610.00%0.01%0.08%Q2 2013Q3 202334
Raymond James Financial Services Advisors, Inc. 2210.01%0.12%0.29%Q2 2013Q3 202333
Private Advisor Group, LLC 2810.00%0.07%0.30%Q3 2014Q3 202333
WEDBUSH SECURITIES INC 2250.07%0.95%4.72%Q3 2013Q3 202333
Rehmann Capital Advisory Group 2210.00%0.68%2.41%Q1 2009Q3 202333
Cetera Advisors LLC 2580.01%0.17%0.95%Q2 2015Q3 202333
SEI INVESTMENTS CO 32320.00%0.00%0.01%Q4 2014Q3 202232
Brinker Capital Investments, LLC 3020.00%0.06%1.68%Q2 2013Q4 202232
STIFEL FINANCIAL CORP 32320.00%0.14%0.56%Q4 2015Q3 202332
FIFTH THIRD BANCORP 1810.00%0.00%0.01%Q4 2013Q3 202332
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.01%Q2 2009Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2110.00%0.08%0.92%Q2 2013Q3 202331
Avior Wealth Management, LLC 31310.00%0.01%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.11%0.76%Q4 2015Q3 202331
MinichMacGregor Wealth Management, LLC 1442.77%5.47%11.58%Q4 2015Q3 202330
BANK OF MONTREAL /CAN/ 2610.00%0.01%0.03%Q3 2014Q3 202330
Transamerica Financial Advisors, Inc. 2310.00%0.86%14.49%Q2 2013Q3 202330
Baird Financial Group, Inc. 2720.00%0.01%0.13%Q2 2015Q3 202329
Institute for Wealth Management, LLC. 1940.11%0.59%1.92%Q2 2013Q3 202329
MEEDER ASSET MANAGEMENT INC 2810.00%0.13%1.60%Q4 2015Q3 202329
Parallel Advisors, LLC 28280.00%0.23%1.49%Q4 2016Q3 202328
CWM, LLC 1910.00%0.10%0.36%Q4 2015Q3 202328
WHITTIER TRUST CO 28280.00%0.00%0.00%Q4 2016Q3 202328
MUFG Americas Holdings Corp 1470.00%0.01%0.03%Q4 2010Q1 202128
CIBC WORLD MARKET INC. 1310.00%0.01%0.06%Q2 2013Q1 202328
Bank of New York Mellon Corp 1810.00%0.00%0.00%Q1 2015Q3 202328
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.01%0.12%Q3 2013Q3 202328
FMR LLC 2340.00%0.01%0.06%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.09%0.37%Q2 2013Q4 201927
DEUTSCHE BANK AG\ 1460.00%0.00%0.01%Q3 2013Q3 202327
Sigma Planning Corp 2320.01%0.03%0.09%Q3 2016Q3 202327
North Star Investment Management Corp. 15120.01%0.02%0.09%Q2 2016Q3 202327
Voya Financial Advisors, Inc. 2210.06%0.57%1.60%Q1 2015Q4 202227
Atria Investments, Inc 1410.02%0.34%1.26%Q2 2013Q3 202326
Tortoise Investment Management, LLC 26260.01%0.25%0.75%Q2 2017Q3 202326
Banco Santander, S.A. 2420.01%0.53%1.98%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.16%0.33%Q2 2017Q3 202326
WEALTHCARE CAPITAL MANAGEMENT LLC 2510.00%0.05%0.07%Q1 2015Q3 202326
Shamrock Asset Management LLC 26260.05%0.84%12.77%Q2 2013Q3 201926
Alpha Cubed Investments, LLC 2420.03%0.24%0.64%Q3 2016Q3 202326
LAZARD ASSET MANAGEMENT LLC 2210.00%0.00%0.03%Q4 2014Q3 202325
Geneos Wealth Management Inc. 2120.00%0.05%0.26%Q1 2016Q3 202325
SHEPHERD KAPLAN KROCHUK, LLC 25250.18%1.23%5.10%Q3 2017Q3 202325
White Lighthouse Investment Management Inc. 24240.17%1.72%2.97%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 1590.00%0.01%0.05%Q3 2017Q3 202324
AMERICAN ASSET MANAGEMENT INC. 1150.34%4.43%17.49%Q2 2013Q4 202124
WOODMONT INVESTMENT COUNSEL LLC 24240.05%1.02%3.20%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
Citadel Advisors 710.00%0.00%0.02%Q2 2014Q3 202324
Itau Unibanco Holding S.A. 1230.01%0.29%1.67%Q3 2016Q1 202324
Sicart Associates LLC 24240.26%0.41%0.71%Q4 2017Q3 202324
Founders Capital Management 13110.08%0.10%0.13%Q1 2017Q2 202324
Steward Partners Investment Advisory, LLC 2310.00%0.24%0.49%Q1 2017Q3 202324
Stockman Wealth Management, Inc. 24240.12%0.23%0.60%Q3 2016Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.07%Q4 2017Q3 202324
B. Riley Wealth Advisors, Inc. 23230.01%0.10%0.24%Q1 2018Q3 202323
TWO SIGMA SECURITIES, LLC 910.01%0.19%1.37%Q1 2015Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
VICUS CAPITAL 1670.02%0.28%1.91%Q4 2016Q3 202323
Hilltop Holdings Inc. 1510.03%0.87%3.52%Q1 2015Q2 202323
CADINHA & CO LLC 23230.07%0.92%4.42%Q1 2018Q3 202323
Capital Investment Advisory Services, LLC 23230.03%0.20%0.67%Q1 2018Q3 202323
PACIFIC FINANCIAL GROUP INC 2010.04%2.03%15.23%Q3 2015Q3 202323
GAMBLE JONES INVESTMENT COUNSEL 22220.48%0.92%1.56%Q3 2017Q4 202222
Cetera Advisor Networks LLC 22220.01%0.07%0.21%Q2 2018Q3 202322
M&T BANK CORP 710.00%0.00%0.00%Q3 2014Q3 202322
Front Row Advisors LLC 2110.00%0.06%0.13%Q4 2017Q3 202322
TRUIST FINANCIAL CORP 22220.01%0.10%0.23%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.01%0.03%0.11%Q2 2018Q3 202322
Cito Capital Group, LLC 22220.16%0.23%0.32%Q2 2018Q3 202322
FDx Advisors, Inc. 1210.02%0.17%0.29%Q1 2014Q3 202321
West Branch Capital LLC 21210.25%0.57%1.58%Q3 2018Q3 202321
Jacobi Capital Management LLC 21210.00%0.76%3.67%Q3 2018Q3 202321
Abacus Planning Group, Inc. 21210.33%0.54%0.88%Q3 2018Q3 202321
CIDEL ASSET MANAGEMENT INC 10100.01%0.03%0.07%Q2 2018Q3 202321
3EDGE Asset Management, LP 1470.60%6.37%33.83%Q4 2016Q1 202221
Stratos Wealth Partners, LTD. 710.00%0.05%0.37%Q1 2015Q3 202321
Oliver Luxxe Assets LLC 21210.05%0.26%1.00%Q3 2018Q3 202321
Cambria Investment Management, L.P. 21210.11%0.55%3.24%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.11%0.28%Q3 2018Q3 202321
IMA Wealth, Inc. 21210.00%0.00%0.01%Q2 2018Q2 202321
East Coast Asset Management, LLC. 21210.09%0.21%0.36%Q4 2012Q4 201721
Miracle Mile Advisors, LLC 2010.04%2.01%6.18%Q3 2015Q3 202321
Alaska Permanent Capital Management 21210.15%0.55%2.27%Q2 2016Q2 202121
SG Americas Securities, LLC 810.00%0.06%0.29%Q2 2014Q3 202321
Financial Gravity Asset Management, Inc. 1230.00%0.35%0.76%Q1 2018Q3 202320
Belpointe Asset Management LLC 1820.03%0.25%1.05%Q3 2018Q3 202320
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 20200.16%0.86%5.35%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.04%0.15%Q4 2018Q3 202320
Jefferies Group LLC 1810.00%0.03%0.12%Q2 2014Q3 202220
FinTrust Capital Advisors, LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
Delta Investment Management, LLC 20200.10%2.06%8.35%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.05%0.69%2.06%Q4 2018Q3 202320
Baystate Wealth Management LLC 1910.00%0.04%0.14%Q4 2017Q3 202320
PRUDENTIAL FINANCIAL INC 20200.00%0.00%0.02%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.20%4.78%18.90%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.47%0.98%Q4 2017Q3 202220
One Day In July LLC 20200.14%2.89%7.74%Q4 2018Q3 202320
QUATTRO FINANCIAL ADVISORS LLC 930.06%3.90%9.49%Q2 2018Q3 202320
One Capital Management, LLC 1310.01%0.32%1.30%Q3 2014Q3 202320
AdvisorNet Financial, Inc 1320.00%0.01%0.05%Q2 2018Q3 202320
ALLIANCEBERNSTEIN L.P. 1360.00%0.00%0.02%Q3 2018Q3 202319
Invesco Ltd. 510.00%0.00%0.00%Q2 2013Q3 202319
ASPIRIANT, LLC 19190.08%0.11%0.17%Q1 2019Q3 202319
Pflug Koory, LLC 1180.00%0.00%0.00%Q4 2016Q3 202319
Ameritas Investment Partners, Inc. 19190.00%0.00%0.00%Q4 2014Q2 201919
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1810.03%1.16%2.74%Q4 2018Q3 202319
Probity Advisors, Inc. 810.11%0.34%0.57%Q2 2016Q3 202319
Columbus Macro, LLC 19190.08%0.17%0.24%Q1 2019Q3 202319
Relative Value Partners Group, LLC 1630.02%0.46%1.89%Q2 2018Q1 202319
Aull & Monroe Investment Management Corp 820.10%0.13%0.17%Q2 2013Q3 201819
First National Bank of South Miami 19190.58%1.02%1.81%Q4 2018Q2 202319
STEPHENS INC /AR/ 1270.01%0.06%0.23%Q2 2018Q3 202319
Strategic Wealth Partners, Ltd. 19190.10%1.53%9.38%Q3 2018Q1 202319
NewEdge Advisors, LLC 1810.02%0.08%0.23%Q4 2018Q3 202319
Financial Engines Advisors L.L.C. 1540.01%0.07%0.12%Q4 2018Q3 202319
Stanley-Laman Group, Ltd. 19190.05%0.36%1.48%Q1 2016Q3 202019
Carlton Hofferkamp & Jenks Wealth Management, LLC 19190.88%1.81%3.25%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19191.26%2.20%2.90%Q1 2019Q3 202319
Fortis Advisors, LLC 19190.24%0.55%1.58%Q1 2019Q3 202319
Kovitz Investment Group Partners, LLC 1450.04%0.08%0.15%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CREATIVE FINANCIAL DESIGNS INC /ADV 1450.00%0.03%0.10%Q4 2016Q3 202319
Moors & Cabot, Inc. 19190.02%0.03%0.05%Q1 2019Q3 202319
Mutual Advisors, LLC 19190.04%0.94%3.37%Q1 2019Q3 202319
Integrated Wealth Concepts LLC 1810.01%0.60%2.02%Q4 2018Q3 202319
Aveo Capital Partners, LLC 1410.03%0.26%1.19%Q4 2018Q3 202318
PATTON FUND MANAGEMENT, INC. 18180.22%0.78%1.17%Q2 2019Q3 202318
Astor Investment Management LLC 1120.00%2.70%9.38%Q2 2018Q3 202318
Global Retirement Partners, LLC 750.00%0.36%1.94%Q4 2016Q3 202318
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18180.00%0.38%1.42%Q2 2019Q3 202318
Hudock, Inc. 18180.01%2.60%6.25%Q2 2018Q3 202218
BB&T SECURITIES, LLC 1010.01%0.04%0.14%Q2 2013Q3 201918
Avidian Wealth Solutions, LLC 18180.02%0.07%0.20%Q1 2018Q2 202218
WEALTHSOURCE PARTNERS, LLC 1120.02%0.10%0.22%Q3 2018Q3 202318
AE Wealth Management LLC 18180.01%0.62%6.02%Q2 2019Q3 202318
Asset Management One Co., Ltd. 1530.00%0.00%0.00%Q4 2016Q3 202318
BANQUE PICTET & CIE SA 18180.01%0.03%0.10%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.07%Q2 2013Q3 201718
CAHABA WEALTH MANAGEMENT, INC. 18180.03%0.06%0.11%Q4 2018Q1 202318
SYNOVUS FINANCIAL CORP 910.00%0.01%0.04%Q2 2013Q2 202318
Horizon Investments, LLC 1530.02%2.32%15.35%Q1 2014Q1 201918
MILLENNIUM MANAGEMENT LLC 510.00%0.01%0.03%Q2 2015Q3 202318
CALTON & ASSOCIATES, INC. 18180.12%1.52%4.02%Q4 2018Q1 202318
Courage Miller Partners, LLC 18180.28%0.44%0.68%Q2 2019Q3 202318
HRT FINANCIAL LP 1220.01%0.25%0.79%Q1 2019Q3 202317
Mirae Asset Global Investments Co., Ltd. 610.01%0.05%0.20%Q4 2016Q2 202317
Acorns Advisers, LLC 17170.54%0.81%1.48%Q3 2019Q3 202317
Regal Investment Advisors LLC 810.00%0.08%0.29%Q4 2013Q3 202317
Pathway Financial Advisors LLC 980.48%1.25%2.52%Q1 2019Q3 202317
Pacifica Partners Inc. 17170.64%0.88%1.23%Q4 2019Q4 202317
NEXT Financial Group, Inc 1110.00%0.01%0.05%Q2 2014Q4 202117
1832 Asset Management L.P. 1120.00%0.00%0.01%Q4 2014Q3 202217
Lido Advisors, LLC 820.00%0.04%0.10%Q1 2017Q3 202317
PINNACLE FINANCIAL PARTNERS INC 17170.02%0.12%0.35%Q3 2019Q3 202317
Divergent Wealth Advisors 1340.01%11.57%24.42%Q1 2018Q3 202317
Cassaday & Co Inc. 17170.24%22.70%60.45%Q4 2017Q4 202117
COLDSTREAM CAPITAL MANAGEMENT INC 1110.01%0.03%0.13%Q2 2017Q3 202317
Renaissance Technologies 920.00%0.02%0.09%Q4 2017Q3 202317
Allworth Financial LP 1510.00%0.02%0.12%Q2 2018Q3 202317
Midwest Professional Planners, LTD. 1010.15%0.78%2.87%Q4 2017Q3 202317
Lee Financial Co 1030.01%0.67%3.51%Q1 2018Q3 202317
Nicholas Hoffman & Company, LLC. 17170.01%0.63%1.64%Q1 2018Q1 202217
Wealth Alliance 16160.08%0.86%2.32%Q4 2019Q3 202316
BFSG, LLC 1010.04%1.07%4.00%Q4 2018Q3 202316
ROWLAND CARMICHAEL ADVISORS INC /ADV 970.02%0.14%0.64%Q4 2016Q4 202016
Snowden Capital Advisors LLC 880.01%0.11%0.25%Q1 2019Q3 202316
Fieldpoint Private Securities, LLC 16160.03%0.11%0.21%Q3 2018Q2 202216
DAVENPORT & Co LLC 1420.00%0.02%0.02%Q2 2019Q3 202316
Proficio Capital Partners LLC 740.00%0.58%3.56%Q2 2018Q3 202316
Castle Rock Wealth Management, LLC 1510.11%1.23%5.49%Q2 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.04%0.18%0.82%Q4 2018Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.08%0.27%Q4 2019Q3 202316
Dynamic Advisor Solutions LLC 1150.02%0.29%0.72%Q4 2018Q3 202316
Cairn Investment Group, Inc. 16160.51%1.37%3.95%Q4 2019Q3 202316
BARINGS LLC 970.10%0.46%1.52%Q4 2018Q3 202316
OneDigital Investment Advisors LLC 16160.03%0.20%0.50%Q4 2019Q3 202316
NextCapital Advisers, Inc. 16161.46%2.34%3.88%Q3 2018Q2 202216
C M BIDWELL & ASSOCIATES LTD 16160.04%0.06%0.11%Q4 2019Q3 202316
Jackson Wealth Management, LLC 16160.75%3.39%7.09%Q4 2018Q3 202216
Arete Wealth Advisors, LLC 1410.10%0.54%1.56%Q3 2015Q2 202316
IPG Investment Advisors LLC 880.27%2.53%7.81%Q2 2019Q3 202316
Faithward Advisors, LLC 1150.00%0.05%0.28%Q3 2019Q3 202316
Values First Advisors, Inc. 16161.38%2.77%6.71%Q4 2019Q3 202316
Independent Advisor Alliance 1420.02%0.06%0.15%Q4 2018Q4 202216
KFA Private Wealth Group, LLC 16162.04%4.33%7.71%Q4 2019Q3 202316
Northwest Quadrant Wealth Management, LLC 973.30%6.50%10.49%Q4 2018Q3 202316
RITHOLTZ WEALTH MANAGEMENT 16160.04%1.21%3.48%Q4 2019Q3 202316
Estate Counselors, LLC 1410.06%5.21%17.35%Q1 2018Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1150.00%0.07%0.25%Q2 2019Q3 202316
Vestcor Inc 16160.02%0.30%0.72%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 1420.01%0.11%0.29%Q3 2019Q3 202316
Madison Asset Management, LLC 16160.02%0.07%0.23%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.01%0.05%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.78%2.90%6.95%Q4 2019Q3 202316
Winch Advisory Services, LLC 16162.16%3.95%4.96%Q4 2019Q3 202316
AdvicePeriod, LLC 15150.14%0.34%0.62%Q4 2017Q2 202115
PEAVINE CAPITAL, LLC 151520.17%42.82%60.59%Q1 2020Q3 202315
FIFTH THIRD SECURITIES, INC. 910.07%0.54%1.61%Q1 2016Q3 202315
AFFINIA FINANCIAL GROUP, LLC 15150.23%7.70%20.55%Q4 2019Q2 202315
STRATEGY ASSET MANAGERS LLC 870.13%1.11%5.17%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.13%0.50%Q2 2016Q4 201915
Jaffetilchin Investment Partners, LLC 810.07%0.24%2.05%Q1 2019Q2 202315
Perennial Advisors, LLC 15150.08%1.05%4.09%Q4 2019Q2 202315
Investors Research Corp 15150.01%0.03%0.06%Q1 2020Q3 202315
FIRST HAWAIIAN BANK 1230.01%0.03%0.09%Q3 2015Q3 202315
Capital Asset Advisory Services LLC 1140.04%0.37%0.89%Q4 2019Q3 202315
Patriot Financial Group Insurance Agency, LLC 15150.00%0.01%0.03%Q4 2018Q2 202215
Titan Capital Management, LLC /TX 716.70%18.56%26.51%Q4 2018Q3 202315
Chicago Wealth Management, Inc. 1140.19%8.57%73.02%Q4 2019Q3 202315
Advisors Preferred, LLC 1210.01%1.46%4.19%Q4 2013Q2 202215
BNP PARIBAS FINANCIAL MARKETS 15150.00%0.01%0.04%Q1 2020Q3 202315
Cetera Investment Advisers 1230.01%0.09%0.22%Q2 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.01%Q2 2013Q4 201615
First Allied Advisory Services, Inc. 1210.01%0.06%0.23%Q2 2013Q3 202015
RAYMOND JAMES TRUST N.A. 810.01%0.02%0.06%Q1 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.16%0.35%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.22%0.31%0.46%Q1 2020Q3 202315
Crabel Capital Management, LLC 640.06%1.25%3.57%Q4 2017Q3 202315
Hamilton Capital, LLC 1410.06%1.87%19.88%Q4 2018Q3 202315
Alaska Wealth Advisors 1230.00%2.57%4.89%Q4 2017Q3 202315
Fernwood Investment Management, LLC 1110.12%0.29%0.39%Q1 2018Q3 202315
Baker Ellis Asset Management LLC 15150.05%0.31%0.95%Q1 2020Q3 202315
KING LUTHER CAPITAL MANAGEMENT CORP 1230.00%0.00%0.01%Q2 2013Q3 202315
1834 INVESTMENT ADVISORS CO 1050.00%0.33%2.08%Q2 2018Q3 202315
GRIMES & COMPANY, INC. 630.03%8.17%24.43%Q2 2018Q3 202315
American Investment Services, Inc. 15150.05%0.10%0.23%Q4 2018Q2 202215
ATTICUS WEALTH MANAGEMENT, LLC 15150.00%2.46%10.86%Q1 2020Q3 202315
Virtue Capital Management, LLC 810.01%4.15%17.48%Q1 2018Q3 202315
Simplicity Solutions, LLC 710.01%0.94%7.85%Q1 2015Q3 202315
Ancora Advisors LLC 960.00%0.02%0.10%Q4 2018Q3 202315
MSI Financial Services Inc 15150.04%0.15%0.83%Q2 2013Q4 201615
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2013Q4 202215
RMR Wealth Builders 1410.12%1.56%3.51%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.03%0.13%0.75%Q4 2019Q2 202315
Apella Capital, LLC 1230.03%0.42%1.32%Q1 2020Q4 202315
Sage Advisory Services, Ltd.Co. 1120.16%1.48%3.74%Q1 2015Q3 202315
Mosaic Family Wealth, LLC 14140.04%0.05%0.13%Q4 2015Q1 201914
MASTRAPASQUA ASSET MANAGEMENT INC 14140.32%0.42%0.78%Q2 2020Q3 202314
Private Advisory Group LLC 710.29%1.09%2.98%Q1 2017Q3 202314
Milliman Financial Risk Management LLC 512.22%15.54%45.58%Q4 2015Q3 202214
Prospera Financial Services Inc 610.01%0.91%9.12%Q1 2015Q3 202314
Chesley Taft & Associates LLC 14140.01%0.04%0.09%Q3 2018Q4 202114
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
PECAUT & CO. 1130.09%0.28%0.54%Q4 2019Q3 202314
Anchor Investment Management, LLC 14140.01%0.04%0.07%Q3 2020Q4 202314
Sugarloaf Wealth Management, LLC 14140.03%0.05%0.22%Q4 2019Q1 202314
Realta Investment Advisors 540.00%0.16%0.43%Q1 2019Q3 202314
SANDERS MORRIS HARRIS LLC 1010.04%0.15%0.33%Q4 2018Q3 202214
TOWNSQUARE CAPITAL LLC 950.01%0.38%0.53%Q1 2020Q3 202314
STATE STREET CORP 810.00%0.00%0.00%Q2 2015Q1 202314
55I, LLC 14140.08%1.08%3.99%Q4 2018Q1 202214
FLOW TRADERS U.S. LLC 410.00%0.74%1.83%Q1 2018Q3 202314
Mariner, LLC 14140.02%0.20%0.55%Q2 2020Q3 202314
ADVISORY RESEARCH INC 950.03%0.26%0.74%Q1 2020Q3 202314
HM PAYSON & CO 860.00%0.04%0.12%Q1 2019Q3 202314
Smithfield Trust Co 14140.18%0.92%1.90%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.25%2.83%5.82%Q1 2020Q3 202314
CEDAR CAPITAL, LLC 540.21%1.86%4.48%Q4 2015Q1 202114
Csenge Advisory Group 920.06%0.42%0.93%Q3 2018Q3 202214
SUNTRUST BANKS INC 1220.00%0.02%0.09%Q1 2015Q3 201914
Kestra Advisory Services, LLC 13130.01%0.06%0.16%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.03%Q3 2020Q3 202313
ANCHOR CAPITAL ADVISORS LLC 760.06%1.04%4.67%Q4 2018Q3 202313
Wealth Alliance Advisory Group, LLC 611.02%3.57%7.27%Q3 2018Q1 202213
Emerson Wealth, LLC 13130.26%0.38%0.53%Q2 2019Q2 202213
Stadion Money Management, LLC 13131.48%1.84%2.44%Q1 2018Q1 202113
Semmax Financial Advisors Inc. 1210.06%1.36%4.94%Q1 2020Q3 202313
EQUITY INVESTMENT CORP 1210.01%4.72%9.16%Q1 2018Q2 202113
Integrated Advisors Network LLC 13130.05%0.11%0.27%Q3 2020Q3 202313
Avion Wealth 13130.02%3.78%15.46%Q1 2020Q1 202313
Stone House Investment Management, LLC 1030.04%2.34%7.87%Q4 2018Q3 202313
Weaver Consulting Group 760.02%1.74%4.98%Q1 2019Q3 202313
SFMG, LLC 760.14%1.45%5.76%Q3 2015Q3 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.03%0.09%Q3 2020Q3 202313
BLUESTEIN R H & CO LLC 13130.02%0.09%0.24%Q3 2019Q3 202213
DRW Securities, LLC 510.07%1.01%4.58%Q3 2013Q2 201713
Eldridge Investment Advisors, Inc. 13130.68%2.04%3.60%Q4 2018Q4 202113
MA Private Wealth 13130.04%1.35%2.02%Q4 2018Q4 202113
Family Management Corp 760.55%7.50%15.55%Q4 2018Q3 202313
Dorsey & Whitney Trust CO LLC 610.02%0.28%2.06%Q2 2019Q3 202313
IHT Wealth Management, LLC 1120.01%0.02%0.04%Q3 2019Q3 202313
COLONY GROUP LLC 760.00%0.06%0.60%Q4 2019Q3 202313
Mader & Shannon Wealth Management, Inc. 1210.30%4.70%26.68%Q1 2020Q3 202313
Clearstead Advisors, LLC 940.00%0.02%0.08%Q1 2020Q3 202313
Archford Capital Strategies, LLC 13130.54%1.07%1.46%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.06%0.16%Q3 2020Q3 202313
TSFG, LLC 13130.01%0.03%0.08%Q2 2019Q2 202213
First Horizon Advisors, Inc. 1110.00%0.08%0.26%Q4 2018Q3 202313
ProVise Management Group, LLC 1110.02%0.19%0.26%Q4 2018Q1 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 610.05%0.11%0.22%Q4 2019Q3 202312
Sandy Spring Bank 710.00%0.01%0.02%Q4 2016Q3 202312
WFG Advisors, LP 710.00%0.08%0.19%Q2 2013Q2 201712
Bison Wealth, LLC 820.05%0.62%3.09%Q2 2019Q3 202312
Virtu KCG Holdings LLC 520.01%0.11%0.43%Q3 2013Q2 201712
Johnson Bixby & Associates, LLC 12120.10%0.26%0.58%Q4 2020Q3 202312
GenWealth Group, Inc. 840.06%2.08%20.82%Q1 2020Q3 202312
EFG Asset Management (Americas) Corp. 750.10%1.40%2.89%Q4 2018Q3 202312
SIMON QUICK ADVISORS, LLC 810.00%0.41%2.01%Q1 2017Q3 202312
Wellesley Investment Partners, LLC 12120.07%1.48%3.57%Q1 2017Q4 201912
Annandale Capital, LLC 12120.18%0.54%1.57%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%1.53%3.30%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.02%0.08%Q2 2013Q1 201612
Cedar Brook Financial Partners, LLC 610.07%0.14%0.44%Q4 2018Q3 202212
Cornerstone Wealth Management, LLC 910.00%0.15%0.74%Q1 2016Q1 202012
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 910.01%0.03%0.04%Q2 2020Q3 202312
MATTERN CAPITAL MANAGEMENT, LLC 12120.03%0.11%0.24%Q4 2020Q3 202312
WBI INVESTMENTS, LLC 610.02%0.94%3.14%Q4 2018Q3 202312
Beaumont Financial Partners, LLC 310.02%0.27%1.05%Q3 2013Q2 202212
Richard Bernstein Advisors LLC 1110.00%0.01%0.04%Q4 2016Q1 202012
Charter Oak Capital Management, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
Teamwork Financial Advisors, LLC 12120.08%0.13%0.31%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Tuttle Capital Management, LLC 1110.32%13.00%47.99%Q2 2016Q3 202212
Hemington Wealth Management 12120.17%0.21%0.24%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.10%0.46%0.80%Q4 2018Q3 202112
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12120.00%0.00%0.00%Q2 2020Q1 202312
Spearhead Capital Advisors, LLC 12120.04%0.06%0.11%Q3 2019Q2 202212
TOCQUEVILLE ASSET MANAGEMENT L.P. 1020.01%0.01%0.01%Q1 2020Q3 202312
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 12120.10%0.43%0.92%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 1110.02%0.08%0.17%Q2 2019Q2 202212
OmniStar Financial Group, Inc. 12121.58%2.06%3.28%Q1 2020Q4 202212
Brookstone Capital Management 720.00%0.49%2.81%Q1 2015Q3 202312
SignalPoint Asset Management, LLC 840.26%0.61%1.37%Q3 2013Q2 201712
Sigma Investment Management Co 12120.53%0.56%0.59%Q1 2016Q4 201812
Stratos Investment Management, LLC 12120.04%0.08%0.12%Q4 2019Q3 202212
Virtu Financial LLC 410.01%0.07%0.32%Q4 2014Q3 201912
Visionary Wealth Advisors 750.03%0.07%0.15%Q4 2019Q3 202312
Tower Research Capital LLC (TRC) 420.00%0.01%0.03%Q4 2019Q3 202312
VisionPoint Advisory Group, LLC 840.15%0.86%3.34%Q4 2018Q3 202312
GOULD ASSET MANAGEMENT LLC /CA/ 630.07%0.73%4.23%Q4 2019Q3 202312
Copperwynd Financial, LLC 610.24%1.36%3.14%Q3 2019Q3 202312
BerganKDV Wealth Management, LLC 910.00%0.01%0.07%Q4 2016Q2 202312
Verus Financial Partners, Inc. 12120.03%0.10%0.88%Q2 2020Q1 202312
Pinnacle Family Advisors, LLC 12120.40%0.86%2.93%Q2 2018Q1 202112
Orion Portfolio Solutions, LLC 740.01%0.21%0.73%Q4 2019Q3 202311
Filament LLC 520.09%0.13%0.21%Q2 2013Q4 201911
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
LEAVELL INVESTMENT MANAGEMENT, INC. 740.03%0.04%0.06%Q2 2020Q3 202311
Outlook Wealth Advisors, LLC 920.07%0.24%1.37%Q3 2019Q3 202211
BlackRock Fund Advisors 740.01%0.03%0.04%Q2 2013Q4 201611
CWH Capital Management, Inc. 11110.20%3.24%5.27%Q2 2018Q4 202011
J.W. COLE ADVISORS, INC. 810.02%0.35%0.80%Q3 2020Q3 202311
Vontobel Holding Ltd. 11110.00%0.00%0.01%Q1 2021Q3 202311
Vectors Research Management, LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
Horst & Graben Wealth Management LLC 11110.08%2.04%9.99%Q1 2020Q3 202211
Spire Wealth Management 11110.01%1.28%3.15%Q1 2021Q3 202311
CURIAN CAPITAL LLC 11110.03%0.97%5.48%Q2 2013Q4 201511
STABLEFORD CAPITAL II LLC 610.16%2.29%9.86%Q2 2017Q3 202311
Cornerstone Retirement Group, Inc. 111116.76%34.72%56.41%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 420.00%0.30%1.91%Q2 2018Q3 202311
Sowell Financial Services LLC 710.01%0.20%0.71%Q1 2019Q3 202311
Sierra Capital LLC 11110.04%0.62%3.12%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.00%0.02%0.03%Q1 2018Q3 202011
Spectrum Management Group, LLC 11110.01%0.10%0.48%Q1 2020Q3 202211
Shinko Asset Management Co., Ltd. 11110.00%0.00%0.01%Q1 2014Q3 201611
HALBERT HARGROVE GLOBAL ADVISORS, LLC 510.02%13.15%24.40%Q2 2016Q4 202211
Clarity Financial LLC 920.06%0.21%0.42%Q4 2020Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.04%0.09%0.22%Q4 2020Q2 202311
Quadrant Private Wealth Management, LLC 920.10%0.15%0.28%Q2 2020Q1 202311
Mascoma Wealth Management LLC 11110.14%1.29%5.12%Q1 2021Q3 202311
GenTrust, LLC 610.03%0.41%1.22%Q4 2018Q4 202111
YorkBridge Wealth Partners, LLC 11110.00%0.01%0.01%Q4 2016Q2 201911
Valeo Financial Advisors, LLC 920.00%0.02%0.14%Q1 2019Q4 202211
Bedel Financial Consulting, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
Almanack Investment Partners, LLC. 410.03%0.85%4.34%Q3 2018Q3 202311
TBH Global Asset Management, LLC 920.05%1.32%9.43%Q4 2019Q3 202311
COMERICA SECURITIES INC 920.03%0.43%3.59%Q2 2013Q4 201811
Pinnacle Advisory Group, Inc. 610.01%0.34%0.90%Q2 2015Q4 201811
RONALD BLUE & CO LLC 810.02%0.04%0.18%Q4 2013Q2 201711
M Holdings Securities, Inc. 520.02%0.20%0.57%Q2 2018Q1 202311
Bray Capital Advisors 11110.01%0.01%0.02%Q1 2019Q3 202111
CABANA LLC 1010.13%10.55%100.00%Q1 2018Q3 202211
Covington Capital Management 11110.00%0.01%0.06%Q1 2020Q3 202211
Crescent Grove Advisors, LLC 11110.06%0.27%0.86%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 11110.01%0.02%0.06%Q1 2021Q3 202311
HOLLENCREST CAPITAL MANAGEMENT 740.01%0.26%0.44%Q3 2015Q3 202311
LFA - Lugano Financial Advisors SA 610.03%0.05%0.08%Q2 2018Q3 202110
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.04%Q1 2021Q3 202310
Crestwood Advisors Group, LLC 820.01%0.02%0.04%Q1 2019Q3 202310
SOL Capital Management CO 640.05%1.20%4.88%Q4 2019Q3 202310
Blue Zone Wealth Advisors, LLC 10100.38%2.73%9.69%Q4 2019Q1 202210
Horizon Kinetics 10100.01%0.02%0.02%Q1 2015Q2 201710
SeaBridge Investment Advisors LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Capital Analysts, LLC 510.00%0.12%0.50%Q3 2019Q2 202310
Shepherd Financial Partners LLC 510.07%1.50%4.08%Q2 2017Q3 202310
Pinnacle Bancorp, Inc. 10100.00%0.02%0.07%Q4 2018Q1 202110
JFS WEALTH ADVISORS, LLC 910.00%0.01%0.01%Q2 2020Q3 202310
Northstar Advisory Group, LLC 730.21%5.68%22.16%Q4 2020Q2 202310
Wiser Wealth Management, Inc 550.10%0.16%0.36%Q4 2020Q3 202310
Argent Trust Co 640.03%0.04%0.05%Q1 2021Q3 202310
Balentine LLC 620.00%0.43%1.37%Q1 2018Q3 202310
ALTERNA WEALTH MANAGEMENT, INC 320.27%1.56%4.06%Q4 2018Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 820.04%0.07%0.13%Q3 2019Q2 202210
BOKF, NA 510.00%0.01%0.03%Q2 2019Q4 202210
MONEY CONCEPTS CAPITAL CORP 820.11%0.95%4.20%Q4 2020Q3 202310
D.A. DAVIDSON & CO. 410.00%0.06%0.19%Q2 2013Q1 202310
RATIONAL ADVISORS LLC 10100.02%3.66%10.62%Q3 2016Q4 201810
FormulaFolio Investments, LLC 10100.01%0.33%0.95%Q1 2019Q2 202110
HMS Capital Management, LLC 10100.58%1.43%3.44%Q1 2019Q2 202110
WOLVERINE TRADING, LLC 610.00%0.01%0.03%Q4 2017Q4 202010
Reynders McVeigh Capital Management, LLC 10100.06%0.09%0.12%Q2 2013Q3 201510
Legacy Private Trust Co. 550.06%0.43%1.06%Q3 2013Q3 201710
ADVISOR PARTNERS LLC 820.02%0.06%0.30%Q4 2019Q2 202210
Perigon Wealth Management, LLC 640.01%0.04%0.06%Q2 2020Q3 202310
Wealthcare Advisory Partners LLC 520.01%0.03%0.05%Q4 2019Q3 20239
GOFEN & GLOSSBERG LLC /IL/ 990.02%0.04%0.05%Q4 2020Q4 20229
SimpliFi, Inc. 997.87%10.55%13.84%Q3 2018Q3 20209
Parcion Private Wealth LLC 990.04%0.38%1.20%Q4 2019Q4 20219
Hilton Capital Management, LLC 990.26%0.91%1.67%Q4 2015Q4 20179
Bellecapital International Ltd. 990.07%0.08%0.09%Q1 2021Q1 20239
VIRIDIAN RIA, LLC 813.20%3.93%5.02%Q4 2018Q1 20229
Sequoia Financial Advisors, LLC 810.01%0.03%0.06%Q1 2018Q4 20229
HORIZON KINETICS ASSET MANAGEMENT LLC 990.01%0.26%0.85%Q1 2020Q1 20229
NORTHERN TRUST CORP 410.00%0.00%0.00%Q4 2018Q3 20239
TruWealth Advisors, LLC 630.02%0.06%0.15%Q4 2020Q3 20239
Lloyd Advisory Services, LLC. 630.00%4.96%39.80%Q4 2019Q1 20229
Concert Wealth Management Inc. 990.03%1.36%7.27%Q3 2015Q3 20179
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Core Wealth Advisors, Inc. 540.01%0.08%0.19%Q2 2020Q3 20239
Atlantic Union Bankshares Corp 990.02%0.54%2.44%Q2 2020Q2 20229
Laird Norton Wetherby Trust Company, LLC 630.03%0.10%0.24%Q4 2020Q3 20239
HT Partners LLC 720.42%3.45%13.93%Q2 2013Q4 20159
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.00%0.01%Q2 2019Q3 20229
TECTONIC ADVISORS LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Symmetry Partners, LLC 990.16%0.40%1.02%Q4 2016Q4 20189
Truehand, Inc 990.01%0.03%0.07%Q4 2019Q4 20219
FIRST WILSHIRE SECURITIES MANAGEMENT INC 810.19%0.61%1.08%Q3 2019Q3 20239
Archer Investment Corp 990.01%0.09%0.27%Q3 2021Q3 20239
CHOREO, LLC 310.02%0.07%0.22%Q1 2016Q3 20239
K.J. Harrison & Partners Inc 990.17%0.39%0.93%Q3 2019Q3 20219
SeaCrest Wealth Management, LLC 610.00%0.01%0.04%Q4 2017Q2 20229
Arkfeld Wealth Strategies, L.L.C. 991.76%6.14%8.74%Q3 2021Q3 20239
Glassman Wealth Services 810.01%0.06%0.13%Q4 2014Q4 20189
Sonora Investment Management, LLC 810.00%0.01%0.01%Q2 2018Q3 20219
CreativeOne Wealth, LLC 610.02%0.05%0.11%Q2 2020Q3 20239
BLACKROCK ADVISORS LLC 990.00%0.00%0.02%Q4 2014Q4 20169
Beacon Pointe Advisors, LLC 510.00%0.03%0.10%Q1 2021Q3 20239
GFS Advisors, LLC 990.05%0.90%2.00%Q3 2021Q3 20239
Cerity Partners LLC 630.02%0.20%0.79%Q1 2021Q3 20239
Robertson Stephens Wealth Management, LLC 880.02%0.30%1.03%Q1 2020Q4 20218
Stratos Wealth Advisors, LLC 510.02%0.09%0.25%Q2 2020Q3 20238
Fermata Advisors, LLC 620.13%0.75%2.26%Q1 2021Q3 20238
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q3 20238
Grand Central Investment Group 880.86%1.06%1.21%Q4 2020Q3 20228
Mattern Wealth Management LLC 880.12%0.24%0.39%Q2 2020Q1 20228
Precision Wealth Strategies, LLC 710.33%2.44%4.73%Q4 2020Q3 20238
TOMPKINS FINANCIAL CORP 880.01%0.02%0.02%Q1 2022Q4 20238
Greenspring Advisors, LLC 880.12%0.51%0.88%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 410.00%0.00%0.01%Q3 2017Q4 20208
Holloway Wealth Management, LLC 880.00%0.02%0.06%Q1 2019Q4 20208
Equitable Holdings, Inc. 620.01%0.03%0.07%Q1 2020Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.05%0.11%Q2 2013Q1 20158
TD Waterhouse Canada Inc. 880.00%0.01%0.04%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.13%0.17%0.27%Q4 2021Q3 20238
Evensky & Katz LLC 710.00%0.01%0.01%Q3 2017Q1 20208
Sullivan, Bruyette, Speros & Blaney, LLC 880.02%0.05%0.06%Q2 2019Q1 20218
WIN ADVISORS, INC 880.02%0.53%2.55%Q4 2021Q3 20238
Castleview Partners, LLC 610.00%0.17%0.35%Q2 2021Q3 20238
CITY NATIONAL BANK 440.00%0.02%0.05%Q3 2013Q3 20158
OLD MISSION CAPITAL LLC 210.02%0.27%0.97%Q4 2018Q3 20238
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q1 2019Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.05%Q4 2021Q3 20238
MJP ASSOCIATES INC /ADV 710.09%0.27%0.37%Q4 2020Q2 20238
Gladstone Institutional Advisory LLC 440.02%0.09%0.19%Q2 2019Q4 20218
John W. Brooker & Co., CPAs 880.17%0.41%0.82%Q4 2021Q3 20238
PINNACLE ASSOCIATES LTD 880.02%0.03%0.04%Q2 2020Q1 20228
Claraphi Advisory Network, LLC 440.00%0.45%1.15%Q3 2019Q3 20228
Pinnacle Wealth Management Advisory Group, LLC 880.19%0.33%0.52%Q2 2020Q1 20228
Allianz Asset Management GmbH 310.00%0.01%0.02%Q1 2017Q4 20228
LOWERY THOMAS, LLC 880.39%4.14%12.42%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.01%0.01%Q4 2019Q3 20218
Advisory Alpha, LLC 710.02%0.05%0.10%Q1 2021Q3 20238
CapWealth Advisors, LLC 710.09%0.32%0.54%Q3 2018Q3 20238
Frontier Wealth Management LLC 880.05%1.95%3.32%Q3 2020Q2 20228
Arkadios Wealth Advisors 530.00%0.03%0.07%Q3 2020Q3 20238
First Heartland Consultants, Inc. 620.08%0.24%0.66%Q1 2014Q3 20238
EisnerAmper Wealth Management Corporate Benefits, LLC 620.17%0.78%1.85%Q1 2020Q1 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.50%1.07%Q4 2021Q3 20238
Stelac Advisory Services LLC 880.04%1.66%5.67%Q3 2019Q2 20218
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Legacy Wealth Planning, LLC 880.28%0.56%1.06%Q4 2019Q3 20218
New Millennium Group LLC 880.03%0.16%0.31%Q4 2021Q3 20238
Leelyn Smith, LLC 620.01%0.02%0.06%Q4 2019Q4 20218
Mechanics Bank Trust Department 880.24%0.26%0.28%Q3 2016Q2 20188
Tarbox Family Office, Inc. 880.02%0.03%0.05%Q2 2020Q1 20228
Gould Capital, LLC 882.65%3.07%4.10%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 880.05%0.86%1.69%Q4 2021Q3 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
Ascent Group, LLC 880.09%0.28%0.92%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.69%1.15%1.51%Q4 2021Q3 20238
Perella Weinberg Partners Capital Management LP 881.33%4.50%6.55%Q4 2021Q3 20238
Strategic Blueprint, LLC 710.02%0.37%0.98%Q4 2020Q3 20238
Fortitude Advisory Group L.L.C. 880.06%0.98%1.78%Q4 2021Q3 20238
Gradient Investments LLC 110.00%0.01%0.05%Q3 2015Q3 20238
Investment Advisory Group, LLC 880.30%0.34%0.40%Q4 2021Q3 20238
Larson Financial Group LLC 710.00%0.00%0.01%Q3 2019Q3 20228
SINECERA CAPITAL, LLC 880.47%0.53%0.60%Q4 2021Q3 20238
Townsend & Associates, Inc 440.78%2.30%5.92%Q1 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.03%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
MORRIS FINANCIAL CONCEPTS, INC. 880.03%1.57%3.64%Q4 2021Q3 20238
IronBridge Private Wealth, LLC 880.14%6.45%16.54%Q4 2021Q3 20238
MGO ONE SEVEN LLC 880.03%0.15%0.37%Q4 2021Q3 20238
Guardian Wealth Advisors, LLC 710.07%0.39%0.53%Q4 2020Q3 20238
WestHill Financial Advisors, Inc. 620.09%0.11%0.12%Q4 2020Q4 20228
Alpha Omega Wealth Management LLC 880.00%0.00%0.01%Q4 2015Q3 20178
PICTET BANK & TRUST Ltd 770.47%1.05%1.48%Q1 2022Q3 20237
Hirtle Callaghan & Co LLC 520.03%0.17%0.50%Q3 2020Q3 20237
Western Wealth Management, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
Grace Capital 410.08%0.34%0.56%Q4 2018Q4 20217
Oakwell Private Wealth Management, LLC 610.10%0.16%0.33%Q4 2020Q4 20227
MYCIO WEALTH PARTNERS, LLC 610.00%0.00%0.01%Q2 2013Q3 20197
Winslow, Evans & Crocker, Inc. 770.07%0.44%1.71%Q4 2013Q2 20157
ATHERTON LANE ADVISERS, LLC 770.02%0.05%0.12%Q2 2014Q4 20157
MAYPORT, LLC 771.58%2.37%3.31%Q1 2022Q3 20237
Monument Capital Management 770.22%0.62%1.16%Q3 2018Q1 20207
AGILIS PARTNERS LLC 510.42%7.53%12.18%Q3 2016Q3 20227
F-Squared Investment Management, LLC 410.78%3.38%12.13%Q2 2013Q2 20157
RFG Advisory, LLC 510.02%0.48%3.04%Q1 2017Q3 20237
Laird Norton Wetherby Wealth Management, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
VAUGHAN DAVID INVESTMENTS LLC/IL 770.01%0.01%0.02%Q1 2019Q3 20207
Rathbones Group PLC 770.01%0.01%0.02%Q2 2020Q4 20217
KAYS FINANCIAL ADVISORY CORP /ADV 772.47%2.72%3.02%Q1 2019Q3 20207
LTG Capital LLC 430.32%0.37%0.40%Q4 2021Q3 20237
Fulcrum Equity Management 771.15%2.92%8.11%Q4 2021Q2 20237
Summit Wealth Group, LLC 520.24%5.22%9.65%Q4 2019Q2 20237
Elevated Capital Advisors, LLC 510.10%0.37%1.10%Q1 2019Q3 20237
MANAGED ACCOUNT SERVICES INC 770.11%0.31%0.94%Q1 2020Q3 20217
Private Capital Group, LLC 310.01%0.02%0.04%Q2 2018Q2 20227
Walker Financial Services, Inc. 770.43%1.26%2.47%Q1 2022Q3 20237
Blueprint Investment Partners LLC 772.13%6.79%15.74%Q1 2022Q3 20237
EATON VANCE MANAGEMENT 610.00%0.00%0.00%Q1 2019Q1 20227
SteelPeak Wealth, LLC 770.02%0.02%0.04%Q1 2022Q3 20237
BOYS ARNOLD & CO INC 610.04%0.04%0.04%Q2 2014Q3 20197
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 430.00%0.00%0.00%Q2 2020Q1 20227
Financial Sense Advisors, Inc. 770.08%6.98%20.09%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.04%0.09%0.16%Q1 2022Q3 20237
PALLADIEM, LLC 431.33%5.32%12.02%Q1 2021Q4 20227
GeoWealth Management, LLC 610.20%1.44%2.59%Q2 2020Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.02%Q2 2013Q4 20147
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
MARIPAU WEALTH MANAGEMENT LLC 770.22%0.96%1.93%Q1 2022Q3 20237
NATIXIS ADVISORS, L.P. 520.01%0.02%0.03%Q4 2013Q3 20237
Glenview Trust Co 770.15%0.38%0.46%Q2 2020Q4 20217
Advanced Asset Management Advisors Inc 770.10%0.78%2.50%Q1 2019Q3 20207
BlackRock Investment Management, LLC 510.00%0.00%0.01%Q2 2013Q4 20167
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Tradewinds Capital Management, LLC 770.05%0.05%0.06%Q3 2015Q1 20177
Freestone Capital Holdings, LLC 520.00%9.82%27.35%Q3 2020Q2 20237
Ken Stern & Associates, Inc. 773.66%4.01%4.46%Q1 2017Q3 20187
WASHINGTON TRUST Co 610.01%0.01%0.01%Q2 2018Q2 20217
HOWARD FINANCIAL SERVICES, LTD. 520.11%0.19%0.38%Q3 2020Q3 20237
GM Advisory Group, LLC 770.08%6.61%11.57%Q1 2022Q3 20237
Ausdal Financial Partners, Inc. 510.00%4.96%9.40%Q4 2015Q3 20237
EDMOND DE ROTHSCHILD HOLDING S.A. 770.01%0.02%0.03%Q4 2020Q2 20227
Placemark Investments, Inc. 770.05%0.21%0.47%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 430.06%0.08%0.12%Q1 2021Q4 20227
Hudson Portfolio Management LLC 770.26%0.37%0.61%Q1 2022Q3 20237
Bank Julius Baer & Co. Ltd, Zurich 770.45%0.78%1.14%Q2 2020Q4 20217
EXCHANGE TRADED CONCEPTS, LLC 610.05%7.67%51.67%Q2 2020Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Keebeck Wealth Management, LLC 770.25%0.49%0.94%Q1 2022Q3 20237
MCF Advisors LLC 520.00%0.00%0.01%Q2 2016Q1 20207
Vise Technologies, Inc. 520.07%1.23%5.98%Q4 2021Q3 20237
AMG National Trust Bank 430.02%0.11%0.24%Q3 2021Q3 20237
Foundations Investment Advisors, LLC 510.06%3.30%11.81%Q2 2019Q3 20237
Inspire Advisors, LLC 770.18%0.32%0.52%Q4 2020Q2 20227
BUCKINGHAM STRATEGIC WEALTH, LLC 610.01%0.08%0.18%Q1 2021Q3 20237
tru Independence LLC 410.18%0.49%2.01%Q2 2020Q2 20227
WealthBridge Capital Management, LLC 520.01%0.46%1.28%Q4 2018Q2 20237
StoneX Group Inc. 770.05%0.08%0.16%Q2 2020Q4 20217
Meristem Family Wealth, LLC 610.45%0.55%0.73%Q2 2019Q1 20217
Raleigh Capital Management Inc. 770.05%0.18%0.50%Q1 2022Q3 20237
Versant Capital Management, Inc 770.00%0.01%0.06%Q1 2020Q3 20217
Dakota Wealth Management 770.04%0.19%0.37%Q1 2019Q3 20207
SlateStone Wealth, LLC 770.13%0.63%1.75%Q2 2020Q4 20217
MorganRosel Wealth Management, LLC 520.16%3.77%13.35%Q4 2018Q4 20227
McAdam, LLC 310.01%0.35%0.70%Q1 2018Q3 20236
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q3 2018Q1 20226
SCHRODER INVESTMENT MANAGEMENT GROUP 420.00%0.11%0.42%Q3 2015Q3 20186
LINCOLN NATIONAL CORP 510.01%0.01%0.02%Q3 2020Q3 20236
Karn, Couzens & Associates, Inc. 661.67%2.01%2.50%Q4 2020Q1 20226
PERSONAL CFO SOLUTIONS, LLC 660.35%3.75%5.20%Q1 2022Q2 20236
GODSEY & GIBB, INC 420.00%0.01%0.01%Q2 2021Q1 20236
Stratford Consulting, LLC 420.01%0.28%0.44%Q2 2018Q4 20196
FAGAN ASSOCIATES, INC. 660.11%0.15%0.21%Q1 2020Q2 20216
Emerald Advisors, LLC 660.42%0.68%0.87%Q2 2021Q3 20226
MATRIX ASSET ADVISORS INC/NY 660.04%0.09%0.12%Q3 2019Q4 20206
Bienville Capital Management, LLC 330.04%0.09%0.15%Q4 2018Q3 20236
REGIONS FINANCIAL CORP 310.00%0.00%0.01%Q4 2015Q4 20226
SVB WEALTH LLC 510.01%3.59%4.92%Q4 2020Q3 20236
Venturi Wealth Management, LLC 510.17%0.29%0.78%Q1 2020Q3 20236
FOUNDERS FINANCIAL SECURITIES LLC 510.24%4.50%12.63%Q4 2015Q1 20196
WealthOne, LLC 310.17%0.34%0.56%Q4 2018Q3 20226
Bryn Mawr Capital Management, LLC 660.06%0.16%0.24%Q4 2021Q1 20236
Global Wealth Management Investment Advisory, Inc. 510.01%0.02%0.05%Q4 2018Q2 20206
FORTEM FINANCIAL GROUP, LLC 660.16%0.27%0.44%Q3 2021Q4 20226
OAK FAMILY ADVISORS, LLC 660.16%0.74%1.68%Q2 2022Q3 20236
Raab & Moskowitz Asset Management LLC 210.00%0.06%0.12%Q4 2014Q3 20236
UBS AG 660.01%0.02%0.02%Q2 2013Q3 20146
Raub Brock Capital Management LP 665.24%6.54%7.00%Q2 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 665.78%46.18%92.95%Q2 2022Q3 20236
Quantitative Advantage, LLC 662.99%8.43%12.26%Q3 2015Q4 20166
Cavalier Investments, LLC 660.34%3.51%9.76%Q3 2015Q4 20166
FLAGSHIP HARBOR ADVISORS, LLC 420.00%0.01%0.02%Q2 2018Q2 20206
BRINKER CAPITAL INC 410.01%0.06%0.10%Q2 2013Q4 20166
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Wealth Advisors of Tampa Bay, LLC 410.08%0.36%0.73%Q1 2020Q3 20236
Hutchens & Kramer Investment Management Group, LLC 660.18%0.43%1.25%Q4 2021Q1 20236
BRASADA CAPITAL MANAGEMENT, LP 510.05%0.27%0.64%Q4 2017Q4 20196
Resurgent Financial Advisors LLC 660.03%0.24%0.79%Q2 2022Q3 20236
Global Financial Private Capital, Inc 510.98%1.39%2.13%Q4 2018Q2 20206
FORTE ASSET MANAGEMENT LLC 660.48%0.78%1.10%Q2 2022Q3 20236
Colonial River Wealth Management, LLC 330.42%0.71%1.95%Q1 2022Q3 20236
UNITED BANK 420.11%1.60%4.86%Q3 2020Q3 20236
Financial Advocates Investment Management 410.01%0.10%0.18%Q1 2020Q1 20236
Heartland Bank & Trust Co 510.22%1.37%2.27%Q4 2020Q3 20236
EPG Wealth Management LLC 510.02%0.06%0.10%Q1 2020Q3 20236
TAP Consulting, LLC 660.64%3.48%12.01%Q2 2022Q3 20236
Ameritas Advisory Services, LLC 510.01%0.05%0.20%Q1 2022Q3 20236
ABSOLUTE CAPITAL MANAGEMENT, LLC 510.00%0.77%1.12%Q4 2021Q2 20236
Connectus Wealth, LLC 660.01%0.01%0.03%Q2 2022Q3 20236
Keel Point, LLC 660.05%0.08%0.11%Q2 2022Q3 20236
FURE FINANCIAL CORP 310.00%7.02%35.05%Q1 2020Q2 20226
LOWE BROCKENBROUGH & CO INC 660.50%0.88%1.11%Q2 2022Q3 20236
NORTHSTAR ASSET MANAGEMENT INC 660.06%0.07%0.08%Q1 2021Q2 20226
Trexquant Investment LP 220.01%0.06%0.16%Q2 2020Q3 20236
OPTIMUM INVESTMENT ADVISORS 660.02%0.04%0.06%Q1 2020Q2 20216
Montecito Bank & Trust 660.08%0.69%1.02%Q3 2022Q4 20236
BEACON FINANCIAL GROUP 310.06%0.23%0.46%Q4 2018Q3 20226
Cooper Financial Group 510.09%0.20%0.70%Q4 2020Q3 20236
Aspire Private Capital, LLC 510.00%0.30%0.89%Q4 2018Q2 20206
PRIVATE TRUST CO NA 660.02%0.04%0.06%Q2 2022Q3 20236
Migdal Insurance & Financial Holdings Ltd. 660.00%0.00%0.00%Q3 2017Q4 20186
Tempus Wealth Planning, LLC 660.24%0.30%0.38%Q4 2019Q1 20216
Rise Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Apollon Wealth Management, LLC 660.06%0.24%0.44%Q2 2022Q3 20236
Modera Wealth Management, LLC 660.45%0.54%0.64%Q1 2018Q2 20196
CENTAURUS FINANCIAL, INC. 310.00%0.14%0.34%Q2 2018Q3 20236
FIL Ltd 310.01%0.03%0.06%Q2 2015Q3 20236
Sandy Cove Advisors, LLC 660.65%1.60%2.50%Q2 2022Q3 20236
Clark Capital Management Group, Inc. 510.01%3.86%7.83%Q4 2018Q1 20236
Argentus Capital Management, LLC 510.00%0.22%0.84%Q3 2014Q3 20166
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.07%0.13%Q3 2015Q3 20196
Sanctuary Wealth Management, L.L.C. 210.00%0.52%2.53%Q1 2010Q3 20235
Strategic Point Investment Advisors, LLC 553.77%4.21%4.93%Q3 2022Q3 20235
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 550.42%0.72%0.95%Q4 2020Q4 20215
Private Portfolio Partners LLC 550.26%0.37%0.48%Q3 2022Q3 20235
Stuart Chaussee & Associates, Inc. 550.14%0.36%0.74%Q1 2020Q1 20215
WealthSpring Partners, LLC 550.26%0.33%0.40%Q3 2022Q3 20235
ORSER CAPITAL MANAGEMENT, LLC 410.17%0.44%1.04%Q3 2020Q1 20225
FORVIS Wealth Advisors, LLC 550.02%0.05%0.12%Q3 2022Q3 20235
Rede Wealth, LLC 320.15%0.16%0.21%Q1 2021Q3 20225
Salomon & Ludwin, LLC 550.12%0.13%0.15%Q3 2022Q3 20235
ALETHEA CAPITAL MANAGEMENT, LLC 551.14%1.37%1.54%Q1 2020Q1 20215
Sound Income Strategies, LLC 210.00%0.03%0.10%Q2 2018Q3 20235
Quantinno Capital Management LP 550.01%0.08%0.19%Q3 2022Q3 20235
Schrum Private Wealth Management LLC 550.26%0.49%0.68%Q4 2021Q4 20225
RETIREMENT CAPITAL STRATEGIES 310.09%2.49%5.81%Q3 2020Q3 20235
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 550.00%0.94%1.49%Q4 2019Q4 20205
Menard Financial Group LLC 550.90%1.04%1.26%Q1 2022Q1 20235
ACIMA PRIVATE WEALTH, LLC 552.05%2.55%3.45%Q2 2019Q2 20205
RESOLUTE FINANCIAL, LLC 550.82%0.90%1.00%Q4 2021Q4 20225
Sovereign Investment Advisors, LLC 551.89%2.07%2.23%Q2 2022Q2 20235
Alberta Investment Management Corp 550.10%0.13%0.17%Q4 2020Q4 20215
Edgemoor Investment Advisors, Inc. 550.23%0.25%0.26%Q3 2022Q3 20235
Blume Capital Management, Inc. 550.01%0.04%0.12%Q3 2019Q3 20205
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 210.00%0.06%0.12%Q1 2020Q3 20235
Compagnie Lombard Odier SCmA 320.01%0.02%0.03%Q4 2015Q2 20175
Capital Advisors, Ltd. LLC 550.00%0.47%0.77%Q3 2022Q3 20235
Carmichael Hill & Associates, Inc. 550.03%0.03%0.03%Q1 2022Q1 20235
Alexandria Capital, LLC 320.00%0.00%0.00%Q2 2013Q4 20165
MBA Advisors LLC 550.40%1.88%3.37%Q3 2022Q3 20235
NewSquare Capital LLC 410.00%0.01%0.02%Q4 2014Q4 20225
OLD DOMINION CAPITAL MANAGEMENT INC 553.78%4.88%6.33%Q2 2020Q2 20215
Spartan Planning & Wealth Management 413.12%12.86%29.29%Q1 2022Q3 20235
Pacific Center for Financial Services 320.09%0.13%0.21%Q2 2022Q3 20235
Paulson Wealth Management Inc. 553.02%3.70%4.53%Q3 2022Q3 20235
Barber Financial Group, Inc. 320.05%0.10%0.17%Q3 2019Q1 20225
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.01%0.02%Q2 2013Q2 20225
ACUTE INVESTMENT ADVISORY, LLC 557.55%33.94%54.36%Q3 2022Q3 20235
Pure Financial Advisors, LLC 550.06%0.07%0.08%Q3 2016Q3 20175
ARS Wealth Advisors Group, LLC 550.20%0.56%0.92%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.07%0.10%0.12%Q3 2022Q3 20235
SMITH, MOORE & CO. 550.07%1.35%2.80%Q3 2022Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.02%0.13%0.35%Q3 2022Q3 20235
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 550.60%2.62%4.02%Q1 2021Q1 20225
Sunbelt Securities, Inc. 550.12%0.82%1.49%Q4 2018Q4 20195
Tidal Investments LLC 320.01%0.06%0.15%Q1 2020Q2 20235
AEGON USA Investment Management, LLC 550.01%0.10%0.44%Q2 2013Q2 20145
CITY HOLDING CO 550.00%0.00%0.00%Q3 2020Q3 20215
Hedeker Wealth, LLC 550.58%0.98%1.39%Q3 2019Q3 20205
Salient Capital Advisors, LLC 550.01%0.01%0.01%Q3 2015Q3 20165
Redhawk Wealth Advisors, Inc. 550.38%0.42%0.50%Q3 2022Q3 20235
Cedar Wealth Management, LLC 550.02%0.09%0.12%Q3 2022Q3 20235
Clear Creek Financial Management, LLC 410.08%0.12%0.24%Q3 2020Q3 20235
Marks Wealth, LLC 558.11%38.98%70.88%Q2 2022Q2 20235
Jordan Park Group LLC 552.74%5.67%7.83%Q2 2019Q2 20205
Vivaldi Capital Management LP 410.07%0.09%0.10%Q2 2020Q3 20235
Adams Wealth Management 550.15%0.33%0.51%Q1 2022Q1 20235
Cresset Asset Management, LLC 310.00%0.02%0.07%Q4 2018Q3 20235
Minot Wealth Management LLC 550.08%0.20%0.33%Q4 2019Q4 20205
Lake Hills Wealth Management, LLC 410.59%6.39%16.18%Q2 2022Q3 20235
Rinkey Investments 550.58%0.67%0.83%Q3 2022Q3 20235
BOURGEON CAPITAL MANAGEMENT LLC 550.29%2.49%4.26%Q2 2020Q2 20215
MONROE BANK & TRUST/MI 550.00%0.04%0.14%Q2 2013Q2 20145
CoreCap Advisors, LLC 550.10%0.52%1.38%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
TRUE Private Wealth Advisors 552.01%5.72%9.20%Q1 2022Q1 20235
Veracity Capital LLC 550.92%1.15%1.28%Q2 2022Q2 20235
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Plante Moran Financial Advisors, LLC 110.00%0.02%0.04%Q4 2014Q1 20215
GYL FINANCIAL SYNERGIES, LLC 550.19%0.32%0.48%Q3 2022Q3 20235
Destiny Wealth Partners, LLC 410.01%2.51%3.52%Q4 2020Q3 20235
Endowment Wealth Management, Inc. 550.19%0.22%0.25%Q2 2022Q2 20235
Walkner Condon Financial Advisors LLC 320.19%0.22%0.25%Q3 2020Q3 20235
FLAGSTAR ADVISORS INC 550.15%0.41%0.49%Q3 2022Q3 20235
StrongBox Wealth, LLC 550.51%2.11%3.95%Q1 2020Q1 20215
Burns Matteson Capital Management, LLC 552.08%2.69%3.10%Q2 2022Q2 20235
Strategic Investment Advisors / MI 550.13%0.36%1.17%Q2 2019Q2 20205
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.00%0.00%Q2 2019Q2 20205
NWAM LLC 320.02%0.02%0.02%Q1 2022Q3 20235
NVWM, LLC 210.00%0.17%0.31%Q3 2020Q3 20225
Continuum Advisory, LLC 320.22%0.82%1.48%Q1 2020Q3 20225
Laurel Wealth Advisors, Inc. 550.03%0.03%0.04%Q4 2021Q4 20225
Clearview Wealth Advisors LLC 550.01%0.08%0.21%Q4 2020Q4 20215
Bull Oak Capital, LLC 554.06%5.39%7.67%Q3 2022Q3 20235
WealthShield Partners, LLC 320.00%0.00%0.01%Q4 2017Q3 20235
LAKE STREET ADVISORS GROUP, LLC 410.03%0.20%0.44%Q1 2020Q1 20235
Crane Advisory, LLC 5514.26%15.84%17.20%Q3 2022Q3 20235
EAGLE GLOBAL ADVISORS LLC 550.12%0.14%0.14%Q3 2022Q3 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 550.07%0.12%0.18%Q2 2021Q2 20225
Gradient Capital Advisors, LLC 550.37%0.48%0.59%Q2 2020Q2 20215
9258 Wealth Management, LLC 550.16%0.33%0.44%Q4 2018Q4 20195
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
OAK HARBOR WEALTH PARTNERS, LLC 440.00%0.04%0.07%Q4 2022Q3 20234
Carmel Capital Partners, LLC 441.38%1.56%1.74%Q4 2021Q3 20224
Empirical Finance, LLC 310.46%0.85%1.33%Q4 2016Q4 20224
SALEM INVESTMENT COUNSELORS INC 440.02%0.02%0.02%Q4 2022Q3 20234
PFS INVESTMENTS INC. 222.72%4.28%7.91%Q1 2018Q1 20194
Triumph Capital Management 440.52%1.62%2.89%Q4 2022Q3 20234
TORONTO DOMINION BANK 220.03%0.03%0.04%Q2 2020Q4 20224
Paradigm Financial Partners, LLC 310.08%0.24%0.60%Q4 2018Q2 20204
PRIVATE CAPITAL MANAGEMENT LLC 310.08%0.56%0.87%Q3 2022Q3 20234
Avantax Planning Partners, Inc. 310.11%0.14%0.17%Q1 2018Q1 20194
Cranbrook Wealth Management, LLC 440.01%0.02%0.02%Q1 2016Q4 20164
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q3 2019Q2 20204
OLD NATIONAL BANCORP /IN/ 440.05%0.32%0.62%Q4 2022Q3 20234
SouthState Corp 440.00%0.00%0.01%Q4 2022Q3 20234
Madrona Financial Services, LLC 440.20%2.49%3.80%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 110.00%0.05%0.14%Q3 2019Q2 20224
Forefront Analytics, LLC 440.35%0.64%0.76%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.19%0.33%0.53%Q4 2022Q3 20234
Calamos Wealth Management LLC 440.19%0.62%1.14%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.08%0.12%0.14%Q4 2022Q3 20234
FINANCIAL LIFE ADVISORS 440.15%0.15%0.16%Q4 2022Q3 20234
Concorde Asset Management, LLC 210.24%0.35%0.46%Q1 2015Q3 20224
JOYN Advisors, Inc. 310.01%0.01%0.03%Q3 2013Q1 20184
Knowledge Leaders Capital, LLC 212.86%7.56%18.43%Q3 2018Q2 20234
BAINCO INTERNATIONAL INVESTORS 440.09%0.18%0.30%Q1 2020Q4 20204
Peachtree Investment Advisors, Inc. 440.04%0.48%1.80%Q3 2014Q2 20154
Roble, Belko & Company, Inc 440.16%0.16%0.16%Q4 2022Q3 20234
NATIONAL PLANNING CORP 310.00%0.10%0.14%Q2 2013Q4 20144
Concord Wealth Partners 441.79%3.01%4.25%Q4 2022Q3 20234
CWA Asset Management Group, LLC 440.03%0.04%0.05%Q2 2020Q1 20214
MILESTONE WEALTH, LLC 440.50%0.55%0.65%Q4 2021Q3 20224
DIMENSION CAPITAL MANAGEMENT LLC 220.14%0.20%0.34%Q3 2017Q2 20194
QUEST CAPITAL MANAGEMENT INC /ADV 440.16%0.19%0.23%Q1 2019Q4 20194
Bridge Advisory, LLC 441.00%1.19%1.58%Q4 2022Q3 20234
CENTRAL TRUST Co 440.00%0.00%0.00%Q4 2021Q3 20224
WINTRUST INVESTMENTS LLC 440.03%1.20%2.50%Q3 2022Q2 20234
Marquette Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
UBS ASSET MANAGEMENT AMERICAS INC 440.00%0.00%0.00%Q3 2017Q2 20184
BREWIN DOLPHIN LTD 440.02%0.02%0.02%Q3 2017Q2 20184
EP Wealth Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Northland Capital Management LLC 440.25%8.16%15.78%Q4 2022Q3 20234
Coe Capital Management, LLC 440.32%0.36%0.42%Q4 2019Q3 20204
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
MARINO, STRAM & ASSOCIATES LLC 440.19%0.26%0.30%Q4 2022Q3 20234
New Capital Management LP 310.19%2.21%3.92%Q3 2022Q3 20234
Elite Wealth Management, Inc. 440.03%1.79%6.82%Q2 2013Q1 20144
Wealth & Pension Services Group, Inc. 440.86%0.89%0.92%Q4 2018Q3 20194
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.06%0.09%0.12%Q2 2019Q1 20204
PATHSTONE FAMILY OFFICE, LLC 210.00%0.01%0.02%Q1 2019Q3 20234
Capital Investment Services of America, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
Coppell Advisory Solutions LLC 440.04%0.16%0.45%Q4 2022Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.14%0.40%0.79%Q2 2019Q1 20204
DAYMARK WEALTH PARTNERS, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Wick Capital Partners, LLC 110.22%0.37%0.47%Q4 2021Q3 20234
Ethos Financial Group, LLC 442.48%3.02%3.47%Q4 2022Q3 20234
LS Investment Advisors, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 440.24%3.20%11.00%Q4 2021Q3 20224
SWMG, LLC 4410.06%10.25%10.70%Q3 2022Q2 20234
AdvisorShares Investments LLC 310.08%0.82%2.02%Q1 2020Q3 20214
INSPIRION WEALTH ADVISORS, LLC 440.38%0.40%0.42%Q4 2022Q3 20234
SIENA CAPITAL LLC 442.76%3.01%3.30%Q4 2021Q3 20224
Core Wealth Partners LLC 442.98%3.54%4.35%Q4 2022Q3 20234
Meridian Wealth Management, LLC 220.04%0.24%0.58%Q3 2020Q3 20234
Burt Wealth Advisors 440.02%0.02%0.03%Q1 2020Q4 20204
LaSalle St. Investment Advisors, LLC 4435.44%37.19%39.10%Q4 2022Q3 20234
MADISON INVESTMENT HOLDINGS INC 440.02%0.03%0.03%Q4 2018Q3 20194
Richard W. Paul & Associates, LLC 440.00%0.08%0.12%Q4 2022Q3 20234
Baron Financial Group, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Phoenix Wealth Advisors 440.01%0.03%0.06%Q4 2020Q3 20214
Executive Wealth Management, LLC 440.03%1.23%4.20%Q2 2020Q1 20214
Colonial Trust Advisors 220.00%0.02%0.04%Q3 2019Q3 20234
Thomas J. Herzfeld Advisors, Inc. 440.14%1.20%3.22%Q1 2019Q4 20194
Fortis Group Advisors, LLC 311.96%2.77%3.19%Q3 2020Q3 20234
Aries Wealth Management 440.36%0.38%0.41%Q4 2022Q3 20234
GREENLEAF TRUST 440.01%0.16%0.33%Q4 2022Q3 20234
FINANCIAL MANAGEMENT NETWORK INC 441.31%2.29%2.93%Q4 2022Q3 20234
Penserra Capital Management LLC 220.00%0.05%0.11%Q3 2020Q3 20234
Krilogy Financial LLC 440.02%0.03%0.03%Q3 2020Q2 20214
MISSION WEALTH MANAGEMENT, LP 440.03%0.04%0.06%Q4 2022Q3 20234
Fund Evaluation Group, LLC 443.43%4.28%5.85%Q4 2022Q3 20234
SCHMIDT P J INVESTMENT MANAGEMENT INC 440.05%0.17%0.30%Q3 2020Q2 20214
WOODWARD DIVERSIFIED CAPITAL, LLC 440.30%0.40%0.60%Q4 2022Q3 20234
Relative Value Partners, LLC 440.03%0.04%0.06%Q2 2013Q1 20144
Julex Capital Management, LLC 440.01%2.08%8.25%Q4 2018Q3 20194
OXFORD FINANCIAL GROUP, LTD. LLC 310.00%0.20%0.57%Q4 2019Q1 20224
Family Asset Management, LLC 440.11%0.38%1.09%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.35%0.44%0.54%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 210.03%0.07%0.18%Q3 2020Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.03%0.07%Q4 2022Q3 20234
PayPay Securities Corp 440.03%0.08%0.12%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.06%0.19%Q4 2019Q3 20214
Centennial Wealth Advisory LLC 310.65%1.07%1.56%Q1 2021Q3 20224
Advisor Resource Council 110.33%0.37%0.43%Q2 2021Q1 20234
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 440.01%0.02%0.02%Q1 2019Q4 20194
FundX Investment Group, LLC 220.11%4.23%12.16%Q4 2018Q2 20204
PBMares Wealth Management LLC 440.09%0.14%0.19%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.48%0.90%1.26%Q4 2022Q3 20234
Robinson Value Management, Ltd. 310.04%6.99%9.68%Q2 2019Q3 20234
Opus Capital Group, LLC 442.88%4.69%6.99%Q2 2019Q1 20204
PFG Advisors 440.03%0.22%0.44%Q4 2022Q3 20234
KCS Wealth Advisory 310.24%2.14%4.12%Q1 2018Q3 20194
Levy Wealth Management Group, LLC 440.08%0.11%0.13%Q4 2022Q3 20234
GW HENSSLER & ASSOCIATES LTD 440.90%1.57%1.85%Q2 2020Q1 20214
PRUDENTIAL PLC 440.04%0.07%0.11%Q1 2022Q4 20224
Leucadia National 440.02%0.02%0.02%Q4 2022Q3 20234
FLC Capital Advisors 441.82%2.34%2.95%Q3 2022Q2 20234
Financial Architects, Inc 310.02%0.05%0.09%Q3 2013Q2 20154
High Note Wealth, LLC 440.31%0.40%0.46%Q4 2022Q3 20234
Heritage Wealth Partners, LLC 440.77%1.84%3.67%Q4 2022Q3 20234
Elm Partners Management LLC 440.00%0.28%0.79%Q3 2019Q2 20204
Dominguez Wealth Management Solutions, Inc. 440.41%0.63%1.01%Q4 2022Q3 20234
Investors Financial Group, LLC 440.10%0.12%0.13%Q1 2021Q4 20214
Trust Co 446.29%8.94%10.02%Q4 2022Q3 20234
EXANE DERIVATIVES 440.04%0.04%0.04%Q2 2021Q1 20224
Avory & Company, LLC 440.14%0.17%0.20%Q4 2021Q3 20224
Forza Wealth Management, LLC 440.54%0.59%0.71%Q4 2022Q3 20234
Peregrine Asset Advisers, Inc. 440.18%0.24%0.28%Q3 2022Q2 20234
Worth Asset Management, LLC 443.09%3.69%4.73%Q4 2022Q3 20234
Aprio Wealth Management, LLC 440.20%9.09%20.71%Q4 2019Q3 20204
VitalStone Financial, LLC 440.13%0.17%0.22%Q4 2022Q3 20234
Trilogy Capital Inc. 330.60%0.69%0.77%Q1 2020Q3 20203
Prosperity Financial Group, Inc. 330.20%0.30%0.41%Q1 2023Q3 20233
CAROLINAS WEALTH CONSULTING LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Hamilton Wealth, LLC 330.23%0.43%0.56%Q1 2023Q3 20233
Inspire Investing, LLC 330.03%0.07%0.13%Q4 2021Q2 20223
Chanos & Co LP 330.06%0.08%0.10%Q1 2023Q3 20233
Wealth Management Solutions, LLC 330.40%0.44%0.47%Q2 2022Q4 20223
High Falls Advisors, Inc 330.02%0.03%0.03%Q4 2015Q2 20163
Allen Capital Group, LLC 331.54%1.62%1.68%Q1 2023Q3 20233
WealthPLAN Partners, LLC 210.00%0.06%0.12%Q2 2016Q3 20183
Gallagher Fiduciary Advisors, LLC 330.13%0.27%0.54%Q1 2023Q3 20233
AFFINITY WEALTH MANAGEMENT LLC 110.29%1.67%4.38%Q3 2013Q2 20223
Innova Wealth Partners 330.30%0.77%1.18%Q1 2023Q3 20233
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.02%0.04%0.07%Q2 2018Q1 20233
Latitude Advisors, LLC 211.40%3.78%7.18%Q2 2022Q1 20233
Harel Insurance Investments & Financial Services Ltd. 330.02%0.02%0.02%Q3 2019Q1 20203
DRIVE WEALTH MANAGEMENT, LLC 330.96%1.95%2.46%Q1 2023Q3 20233
Accredited Investors Inc. 334.28%6.46%7.86%Q1 2023Q3 20233
Eagle Ridge Investment Management 330.05%0.06%0.07%Q3 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.02%0.02%0.02%Q4 2022Q3 20233
Baron Wealth Management LLC 330.23%0.26%0.28%Q2 2023Q4 20233
DAVIDSON INVESTMENT ADVISORS 210.03%0.04%0.05%Q2 2019Q1 20203
DFPG INVESTMENTS, LLC 330.08%0.12%0.18%Q1 2023Q3 20233
Beacon Capital Management, Inc. 210.00%0.00%0.00%Q3 2015Q1 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Forum Financial Management, LP 330.06%0.07%0.07%Q1 2023Q3 20233
Cardinal Point Wealth Management Partners, LLC 331.67%1.81%2.08%Q4 2021Q2 20223
Beverly Hills Private Wealth, LLC 330.17%0.26%0.31%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 210.04%0.06%0.08%Q4 2015Q2 20173
B.O.S.S. Retirement Advisors, LLC 330.06%0.19%0.43%Q4 2022Q2 20233
Aspen Grove Capital, LLC 330.24%0.28%0.33%Q1 2023Q3 20233
Benedetti & Gucer, Inc. 330.13%0.13%0.14%Q1 2023Q3 20233
Birchcreek Wealth Management, LLC 332.53%3.13%3.59%Q1 2023Q3 20233
DHK Financial Advisors, Inc. 330.28%0.31%0.32%Q4 2021Q2 20223
Camarda Financial Advisors, LLC 335.22%6.69%7.92%Q1 2023Q3 20233
WJ Wealth Management, LLC 337.12%7.46%7.80%Q1 2023Q3 20233
Covenant Partners, LLC 330.33%0.53%0.65%Q1 2022Q3 20223
EXCALIBUR MANAGEMENT CORP 330.29%0.63%1.28%Q4 2019Q2 20203
Koshinski Asset Management, Inc. 210.00%0.08%0.14%Q1 2022Q3 20233
Allspring Global Investments Holdings, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Pensionmark Financial Group, LLC 210.10%0.15%0.26%Q1 2020Q4 20223
Cutler Group LLC / CA 220.00%0.00%0.01%Q4 2021Q1 20223
Vident Investment Advisory, LLC 330.10%0.20%0.28%Q4 2022Q2 20233
Kesler, Norman & Wride, LLC 330.07%0.10%0.11%Q4 2020Q2 20213
Accurate Wealth Management, LLC 210.05%0.53%1.08%Q1 2022Q4 20223
Vestmark Advisory Solutions, Inc. 330.03%0.04%0.05%Q4 2022Q2 20233
FolioMetrix LLC 332.03%2.16%2.36%Q4 2014Q2 20153
LEO BROKERAGE, LLC 210.07%0.08%0.09%Q2 2022Q2 20233
First Capital Advisors Group, LLC. 330.00%0.00%0.00%Q3 2022Q1 20233
AllSquare Wealth Management LLC 330.06%0.09%0.15%Q1 2023Q3 20233
Vahanian & Associates Financial Planning Inc. 331.30%1.52%1.68%Q3 2022Q1 20233
Lindbrook Capital, LLC 210.00%0.00%0.00%Q2 2020Q4 20223
SECURITY NATIONAL TRUST CO 330.00%0.00%0.00%Q2 2020Q4 20203
PARAMETRIC PORTFOLIO ASSOCIATES LLC 210.00%0.00%0.00%Q4 2013Q1 20153
Nilsine Partners, LLC 330.33%1.43%2.06%Q1 2023Q3 20233
INTEGRATED WEALTH COUNSEL, LLC 330.02%0.02%0.02%Q2 2016Q4 20163
Sterling Investment Counsel, LLC 330.16%0.24%0.30%Q1 2022Q3 20223
Client First Capital LLC 3313.32%18.59%24.34%Q1 2023Q3 20233
Jane Street Holding, LLC 330.01%0.04%0.07%Q2 2013Q4 20133
CONNABLE OFFICE INC 333.18%3.41%3.64%Q2 2022Q4 20223
Ruggie Capital Group 210.03%0.07%0.10%Q3 2018Q2 20193
WealthStone, Inc. 330.75%2.52%5.19%Q2 2019Q4 20193
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
TFC Financial Management, Inc. 335.55%5.70%5.81%Q1 2023Q3 20233
Lionsbridge Wealth Management LLC 210.32%2.99%4.48%Q1 2020Q1 20213
TELEMUS CAPITAL, LLC 330.04%0.04%0.05%Q4 2019Q2 20203
USCA RIA LLC 330.07%0.21%0.28%Q2 2014Q4 20143
PICTET ASSET MANAGEMENT LTD 330.01%0.01%0.01%Q3 2019Q1 20203
McElhenny Sheffield Capital Management, LLC 330.10%0.24%0.38%Q1 2022Q3 20223
J.Safra Asset Management Corp 210.00%13.05%38.96%Q4 2019Q3 20233
EVERGREEN CAPITAL MANAGEMENT LLC 210.03%0.05%0.09%Q2 2018Q1 20193
Main Street Financial Solutions, LLC 110.04%0.19%0.41%Q3 2021Q3 20233
Drexel Morgan & Co. 331.22%1.26%1.29%Q1 2016Q3 20163
Level Financial Advisors 330.01%0.01%0.01%Q4 2021Q2 20223
Risk Paradigm Group, LLC 330.05%0.08%0.13%Q1 2015Q3 20153
Ellevest, Inc. 110.00%0.00%0.01%Q1 2020Q3 20223
Demars Financial Group, LLC 330.24%0.28%0.33%Q4 2019Q2 20203
Bay Harbor Wealth Management, LLC 330.00%0.14%0.43%Q2 2020Q4 20203
Braun-Bostich & Associates Inc. 210.57%2.53%3.95%Q3 2021Q2 20223
Firsthand Capital Management, Inc. 212.56%4.84%6.86%Q1 2016Q4 20163
SURIENCE PRIVATE WEALTH LLC 217.33%8.91%11.00%Q3 2022Q3 20233
Trek Financial, LLC 330.18%0.19%0.21%Q4 2018Q2 20193
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.01%0.01%Q1 2022Q1 20233
Mount Yale Investment Advisors, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Authentikos Wealth Advisory, LLC 330.37%0.78%1.02%Q1 2023Q3 20233
Cougar Global Investments Ltd 333.36%3.54%3.69%Q2 2019Q4 20193
STOCK YARDS BANK & TRUST CO 330.04%0.04%0.04%Q4 2015Q2 20163
Barrett Asset Management, LLC 330.01%0.02%0.02%Q1 2021Q3 20213
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2018Q1 20233
ANGELES WEALTH MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
TD Capital Management LLC 330.01%0.30%0.62%Q3 2018Q1 20193
GREAT VALLEY ADVISOR GROUP, INC. 330.13%0.68%1.00%Q1 2023Q3 20233
Evergreen Advisors, LLC 330.49%0.65%0.86%Q1 2020Q3 20203
Western Financial Corp/CA 331.05%1.08%1.11%Q1 2023Q3 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
Gateway Advisory, LLC 3336.24%38.44%41.80%Q1 2023Q3 20233
IVC Wealth Advisors LLC 330.32%0.39%0.46%Q2 2021Q4 20213
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
PAX Financial Group, LLC 330.08%0.16%0.26%Q4 2021Q2 20223
All Season Financial Advisors, Inc. 211.08%4.02%9.51%Q3 2022Q3 20233
ERn Financial, LLC 330.07%0.07%0.08%Q3 2022Q1 20233
CAPITAL ONE FINANCIAL CORP 330.02%0.04%0.07%Q2 2021Q4 20213
Endurance Wealth Management, Inc. 330.01%0.01%0.01%Q4 2018Q2 20193
EXENCIAL WEALTH ADVISORS, LLC 330.32%0.44%0.54%Q2 2020Q4 20203
Rosenberg Matthew Hamilton 210.01%0.23%0.34%Q2 2020Q3 20233
Waterloo Capital, L.P. 330.10%0.18%0.25%Q1 2023Q3 20233
MEANS INVESTMENT CO., INC. 330.09%0.10%0.11%Q4 2020Q2 20213
BRIGHTON JONES LLC 110.02%0.02%0.03%Q3 2019Q3 20233
BESSEMER GROUP INC 330.00%0.00%0.01%Q2 2021Q4 20213
TRUST CO OF OKLAHOMA 330.24%0.31%0.36%Q4 2022Q2 20233
Bromfield Sneider Wealth Advisors 330.11%0.12%0.13%Q2 2023Q4 20233
Strategic Financial Services, Inc, 210.05%0.13%0.16%Q3 2017Q4 20203
Colonial Trust Co / SC 210.00%0.02%0.03%Q4 2022Q3 20233
BAILARD, INC. 210.02%2.47%3.83%Q1 2018Q1 20193
Argent Wealth Management LLC 330.13%0.34%0.49%Q4 2019Q2 20203
Cordant, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Inscription Capital, LLC 330.09%0.58%0.92%Q3 2020Q1 20213
Wealthfront Advisers LLC 330.01%0.11%0.30%Q1 2023Q3 20233
FIRST HORIZON CORP 210.00%0.01%0.01%Q3 2020Q2 20213
Selway Asset Management 331.33%3.71%6.45%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.17%0.19%0.24%Q4 2022Q3 20233
Baker Avenue Asset Management, LP 330.03%0.03%0.03%Q3 2022Q1 20233
Banque Cantonale Vaudoise 330.03%0.03%0.04%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.42%0.51%0.58%Q4 2017Q4 20183
HL FINANCIAL SERVICES LLC 330.03%0.03%0.03%Q3 2018Q1 20193
Hoese & Co LLP 330.05%0.05%0.05%Q2 2023Q4 20233
Foster Group, Inc. 330.04%0.04%0.05%Q1 2023Q3 20233
MOULTON WEALTH MANAGEMENT, INC 3316.99%20.67%25.37%Q1 2020Q3 20203
Strategic Investment Solutions, Inc. /IL 330.01%0.02%0.03%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q3 20233
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q1 2018Q3 20193
JTC Employer Solutions Trustee Ltd 330.05%0.05%0.05%Q1 2023Q3 20233
RDA Financial Network 330.83%1.06%1.20%Q1 2023Q3 20233
U.S. Capital Wealth Advisors, LLC 330.04%0.09%0.15%Q2 2022Q4 20223
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20232
Calamos Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
M. Kulyk & Associates, LLC 223.73%4.47%5.22%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.03%0.06%Q1 2019Q1 20212
BAHL & GAYNOR INC 220.01%0.01%0.01%Q1 2020Q2 20202
SUMITOMO MITSUI FINANCIAL GROUP, INC. 220.05%0.05%0.06%Q2 2023Q3 20232
Sage Capital Advisors,llc 220.20%0.24%0.28%Q2 2021Q3 20212
Coppell Advisory Solutions Corp. 220.04%0.25%0.45%Q4 2022Q1 20232
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2019Q3 20212
INVESTMENT HOUSE LLC 220.14%0.17%0.20%Q2 2023Q3 20232
Maryland Capital Management 220.10%0.10%0.10%Q2 2022Q3 20222
AFAM CAPITAL, INC. 220.50%0.54%0.58%Q2 2018Q3 20182
Windhaven Investment Management, Inc. 220.00%0.04%0.08%Q1 2014Q2 20142
TimeScale Financial, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
ALPS ADVISORS INC 110.12%0.15%0.18%Q3 2013Q3 20152
BTS Asset Management, Inc. 223.26%3.76%4.27%Q2 2022Q3 20222
Virtus Family Office LLC 220.14%0.14%0.15%Q4 2022Q1 20232
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q2 20212
Lion Street Advisors, LLC 220.51%2.60%4.69%Q4 2019Q1 20202
FirstPurpose Wealth LLC 220.24%0.26%0.28%Q4 2021Q1 20222
Biltmore Family Office, LLC 220.09%0.09%0.10%Q2 2020Q3 20202
Summit Trail Advisors, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
CHERRYDALE WEALTH MANAGEMENT, LLC 220.89%1.19%1.48%Q3 2023Q4 20232
Omega Financial Group, LLC 220.45%0.46%0.47%Q2 2020Q3 20202
USA FINANCIAL FORMULAS 220.41%0.49%0.57%Q2 2016Q3 20162
Center For Asset Management LLC 220.18%0.22%0.27%Q2 2021Q3 20212
Manchester Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
BANK OF THE WEST 220.07%0.07%0.08%Q2 2018Q3 20182
Eagle Strategies LLC 220.29%0.32%0.35%Q4 2021Q1 20222
TCI Wealth Advisors, Inc. 110.01%0.05%0.09%Q4 2018Q4 20222
QUADRANT CAPITAL GROUP LLC 220.08%0.08%0.08%Q2 2015Q3 20152
TRIAD FINANCIAL ADVISORS, INC. 220.17%0.17%0.17%Q2 2022Q3 20222
Weatherstone Capital Management 223.49%15.94%28.39%Q2 2018Q3 20182
SMI Advisory Services, LLC 220.20%0.41%0.61%Q4 2021Q1 20222
Bragg Financial Advisors, Inc 220.03%0.03%0.03%Q1 2023Q2 20232
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.01%0.01%Q4 2018Q4 20222
Partnervest Advisory Services LLC 220.08%0.10%0.13%Q4 2018Q1 20192
Providence Capital Advisors, LLC 220.00%0.03%0.06%Q1 2019Q2 20192
Plancorp, LLC 110.27%0.29%0.30%Q1 2015Q3 20152
Sompo Asset Management Co., Ltd. 220.15%0.16%0.17%Q3 2022Q4 20222
Sensible Financial Planning & Management, LLC. 110.14%0.18%0.22%Q3 2014Q2 20222
JARISLOWSKY, FRASER Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
JACOBS ASSET MANAGEMENT, LLC 220.56%2.42%4.28%Q1 2017Q2 20172
American Trust 110.04%0.04%0.05%Q1 2022Q4 20222
Hollow Brook Wealth Management LLC 2219.76%23.66%27.57%Q3 2019Q4 20192
LOCKERMAN FINANCIAL GROUP, INC. 220.65%0.96%1.28%Q1 2022Q2 20222
Barnett & Company, Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
Ridgewood Investments LLC 220.35%1.92%3.48%Q2 2023Q3 20232
LWMG, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
UDINE WEALTH MANAGEMENT, INC. 2210.99%11.63%12.26%Q2 2023Q3 20232
OKABENA INVESTMENT SERVICES INC 220.18%0.21%0.23%Q4 2019Q1 20202
Manhattan West Asset Management, LLC 220.19%5.88%11.57%Q4 2021Q1 20222
Independence Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Van Hulzen Asset Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
PROFESSIONAL PLANNING 110.13%0.17%0.21%Q2 2020Q4 20202
Transform Wealth, LLC 220.06%0.70%1.34%Q1 2020Q2 20202
Manifold Partners, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
EdgeRock Capital LLC 220.48%0.58%0.69%Q1 2023Q2 20232
Covalis Capital LLP 220.23%0.86%1.50%Q4 2020Q1 20212
Waverly Advisors, LLC 220.03%0.03%0.04%Q1 2020Q2 20202
Liquid Strategies, LLC 220.01%0.32%0.62%Q2 2023Q3 20232
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2018Q3 20232
Yarbrough Capital, LLC 220.06%0.07%0.09%Q2 2023Q3 20232
CHANNEL WEALTH LLC 220.12%0.17%0.21%Q1 2023Q2 20232
ARGI Investment Services, LLC 220.15%0.16%0.17%Q2 2013Q3 20132
Advisor OS, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
Corbenic Partners LLC 220.00%0.00%0.00%Q1 2020Q2 20202
ICA Group Wealth Management, LLC 220.80%0.84%0.89%Q2 2023Q3 20232
WADE G W & INC 220.03%0.03%0.03%Q2 2022Q3 20222
NOMURA HOLDINGS INC 110.00%0.01%0.01%Q2 2013Q1 20142
Legacy Financial Advisors, Inc. 220.05%0.55%1.05%Q3 2018Q4 20182
Manning & Napier Group, LLC 220.09%0.09%0.10%Q2 2019Q3 20192
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.04%0.07%Q4 2018Q2 20232
Financial & Tax Architects, LLC 110.32%0.49%0.66%Q2 2021Q1 20222
Golden State Equity Partners 220.30%0.31%0.32%Q2 2023Q3 20232
Headlands Technologies LLC 110.08%0.57%1.06%Q4 2022Q3 20232
Bartlett & Co. LLC 110.00%0.00%0.01%Q2 2013Q2 20152
Brickley Wealth Management 220.05%0.05%0.05%Q3 2021Q4 20212
Americana Partners, LLC 221.58%2.96%4.33%Q2 2023Q3 20232
KANALY TRUST CO 220.00%0.01%0.01%Q1 2015Q2 20152
McClarren Financial Advisors, Inc. 220.02%0.03%0.04%Q4 2022Q1 20232
KWB Wealth 220.14%0.14%0.14%Q2 2023Q3 20232
Buckley Wealth Management, LLC 220.13%0.14%0.15%Q4 2017Q1 20182
Fortress Wealth Group, LLC 110.78%4.22%7.66%Q4 2022Q3 20232
Clearwater Capital Advisors, LLC 225.42%5.50%5.57%Q2 2020Q3 20202
Central Asset Investments & Management Holdings (HK) Ltd 2211.37%12.06%12.75%Q3 2018Q4 20182
IRONWOOD INVESTMENT MANAGEMENT LLC 220.36%1.20%2.03%Q2 2023Q3 20232
Cynosure Group, LLC 222.79%2.81%2.83%Q2 2023Q3 20232
Checchi Capital Advisers, LLC 220.12%0.13%0.13%Q2 2020Q3 20202
Paragon Wealth Strategies, LLC 110.01%0.45%0.88%Q2 2020Q2 20212
RELIANCE TRUST CO OF DELAWARE 220.12%0.12%0.13%Q2 2013Q3 20132
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
MayTech Global Investments, LLC 220.11%0.29%0.47%Q2 2020Q3 20202
Independent Portfolio Consultants, Inc. 220.02%0.05%0.08%Q1 2015Q2 20152
Beaumont Financial Advisors, LLC 220.28%0.29%0.30%Q1 2023Q2 20232
SageView Advisory Group, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
AJ WEALTH STRATEGIES, LLC 110.01%0.03%0.05%Q1 2019Q2 20232
Darwin Wealth Management, LLC 220.08%0.10%0.11%Q1 2020Q2 20202
SILVER OAK SECURITIES, INCORPORATED 110.02%0.02%0.02%Q3 2022Q3 20232
Stewardship Financial Advisors, LLC 221.04%1.09%1.14%Q4 2015Q1 20162
Impact Partnership Wealth, LLC 220.28%0.31%0.34%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.02%0.05%Q3 2019Q2 20212
RWA WEALTH PARTNERS, LLC 110.00%0.03%0.06%Q2 2018Q1 20212
Frontier Asset Management, LLC 220.14%0.44%0.73%Q2 2023Q3 20232
Squar Milner Financial Services LLC 220.86%1.06%1.26%Q1 2020Q2 20202
Onyx Bridge Wealth Group LLC 223.97%4.06%4.14%Q2 2023Q3 20232
Seven Post Investment Office LP 221.41%1.42%1.43%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.04%0.05%0.06%Q4 2019Q1 20202
OneAscent Financial Services LLC 220.09%0.11%0.12%Q2 2022Q3 20222
SevenBridge Financial Group, LLC 110.07%0.25%0.42%Q4 2021Q3 20222
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q4 2020Q1 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.01%0.01%Q2 2023Q3 20232
Allegis Investment Advisors, LLC 110.02%0.21%0.40%Q4 2015Q1 20172
USAdvisors Wealth Management, LLC 220.66%1.47%2.28%Q2 2020Q3 20202
Semus Wealth Partners LLC 220.38%0.43%0.48%Q4 2022Q1 20232
G&S Capital LLC 220.79%1.08%1.36%Q1 2020Q2 20202
Mirador Capital Partners LP 220.50%0.56%0.62%Q2 2018Q3 20182
Harvest Investment Services, LLC 220.14%0.18%0.21%Q2 2019Q3 20192
Oxler Private Wealth LLC 110.05%0.06%0.07%Q4 2020Q3 20222
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.01%Q4 2020Q3 20232
ESG Planning 220.44%0.44%0.44%Q2 2023Q3 20232
REGENTATLANTIC CAPITAL LLC 220.02%0.02%0.02%Q1 2020Q2 20202
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Edge Wealth Management LLC 220.79%0.81%0.82%Q2 2023Q3 20232
Bruderman Asset Management, LLC 220.05%0.05%0.06%Q4 2018Q1 20192
ETRADE Capital Management LLC 220.12%0.22%0.33%Q1 2015Q2 20152
ATWOOD & PALMER INC 220.08%0.08%0.08%Q2 2023Q3 20232
HCR Wealth Advisors 220.00%0.00%0.00%Q2 2020Q3 20202
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Red Door Wealth Management, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Beirne Wealth Consulting Services, LLC 220.76%0.87%0.98%Q3 2022Q4 20222
Clear Perspectives Financial Planning, LLC 224.63%5.51%6.39%Q1 2022Q2 20222
PITCAIRN CO 220.04%0.05%0.06%Q3 2020Q4 20202
Bluefin Trading, LLC 220.13%0.20%0.28%Q4 2013Q1 20142
InterOcean Capital Group, LLC 220.10%0.14%0.19%Q4 2022Q1 20232
Matisse Capital 220.16%0.23%0.30%Q3 2021Q4 20212
Asset Planning Services, Ltd. 220.00%0.00%0.00%Q3 2018Q4 20182
TCWP LLC 110.00%0.58%1.16%Q1 2022Q3 20222
Cardinal Strategic Wealth Guidance 220.00%0.00%0.00%Q2 2022Q3 20222
Virtus ETF Advisers LLC 223.57%4.82%6.08%Q4 2016Q1 20172
GUIDANCE CAPITAL, INC 224.80%16.46%28.11%Q2 2023Q3 20232
Private Ocean, LLC 110.00%0.00%0.01%Q4 2019Q1 20222
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q4 20222
National Wealth Management Group, LLC 220.30%0.30%0.30%Q3 2022Q4 20222
CX Institutional 220.00%0.00%0.00%Q2 2019Q3 20192
PETREDIS INVESTMENT ADVISORS LLC 220.27%0.37%0.46%Q4 2022Q1 20232
6 Meridian 220.18%0.25%0.32%Q3 2020Q4 20202
Portfolio Strategies Inc 114.82%6.70%8.59%Q1 2017Q3 20172
Fountainhead AM, LLC 220.88%1.02%1.15%Q2 2023Q3 20232
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
JOHNSON INVESTMENT COUNSEL INC 220.02%0.02%0.03%Q1 2017Q2 20172
RAYMOND JAMES TRUST CO. OF NH 221.43%1.60%1.78%Q1 2022Q2 20222
Strategic Equity Management 224.87%7.02%9.18%Q2 2022Q3 20222
Brand Asset Management Group, Inc. 110.02%0.08%0.15%Q1 2020Q1 20212
Smith, Salley & Associates 220.02%0.03%0.04%Q2 2023Q3 20232
BLUE SQUARE ASSET MANAGEMENT, LLC 112.98%3.68%4.38%Q3 2019Q2 20202
CAPITAL ONE, NATIONAL ASSOCIATION 220.02%0.02%0.02%Q1 2018Q2 20182
Good Life Advisors, LLC 220.22%0.24%0.26%Q2 2023Q3 20232
Lake Point Wealth Management 110.00%0.88%1.75%Q4 2018Q2 20222
WHITTIER TRUST CO OF NEVADA INC 220.01%0.01%0.01%Q3 2021Q4 20212
Beaumont Capital Management, LLC 119.52%11.41%13.30%Q2 2022Q1 20232
Veritable, L.P. 220.00%0.00%0.00%Q1 2014Q2 20142
BBT Capital Management, LLC 2213.70%21.02%28.34%Q1 2019Q2 20192
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.14%0.28%Q4 2020Q3 20222
TTP Investments, Inc. 220.64%0.96%1.28%Q3 2019Q4 20192
Danda Trouve Investment Management, Inc. 228.14%8.99%9.84%Q2 2022Q3 20222
RMB Capital Management, LLC 220.04%0.04%0.05%Q3 2022Q4 20222
Valmark Advisers, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
COOPERMAN LEON G 110.02%0.02%0.02%Q1 2023Q1 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Root Financial Partners, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Private Vista, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
FIDUCIENT ADVISORS LLC 110.08%0.08%0.08%Q2 2023Q2 20231
PFS Partners, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Prestige Wealth Management Group LLC 110.03%0.03%0.03%Q3 2020Q3 20201
GoalVest Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Santori & Peters, Inc. 111.03%1.03%1.03%Q4 2019Q4 20191
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bayesian Capital Management, LP 110.04%0.04%0.04%Q4 2019Q4 20191
AlphaCore Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regency Capital Management Inc.\DE 110.18%0.18%0.18%Q1 2021Q1 20211
DELTA ASSET MANAGEMENT LLC/TN 110.01%0.01%0.01%Q4 2016Q4 20161
LGT Financial Advisors LLC 110.90%0.90%0.90%Q3 2023Q3 20231
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Intergy Private Wealth, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q4 2022Q4 20221
VESTOR CAPITAL, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Five Oceans Advisors 110.38%0.38%0.38%Q3 2021Q3 20211
Strategic Financial Concepts, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Carnegie Capital Asset Management, LLC 110.07%0.07%0.07%Q1 2016Q1 20161
TCG Advisors, LP 110.02%0.02%0.02%Q2 2019Q2 20191
AlphaStar Capital Management, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
Henrickson Nauta Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Reliant Wealth Planning 118.70%8.70%8.70%Q1 2022Q1 20221
Truadvice, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Strategic Wealth Partners Group, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Questar Asset Management, Inc. 110.53%0.53%0.53%Q4 2018Q4 20181
MATHER GROUP, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Rafferty Asset Management, LLC 110.63%0.63%0.63%Q2 2013Q2 20131
Moreno Evelyn V 110.18%0.18%0.18%Q3 2023Q3 20231
First Allied Asset Management, Inc. 110.11%0.11%0.11%Q1 2014Q1 20141
Kistler-Tiffany Companies, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
CAPITAL COUNSEL LLC/NY 110.02%0.02%0.02%Q3 2017Q3 20171
GENWORTH FINANCIAL INC 116.17%6.17%6.17%Q2 2013Q2 20131
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Missouri Trust & Investment Co 110.01%0.01%0.01%Q2 2023Q2 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
TCW GROUP INC 110.15%0.15%0.15%Q3 2017Q3 20171
BT Wealth Management LLC 110.16%0.16%0.16%Q4 2018Q4 20181
CAMBRIDGE TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
MATRIX PRIVATE CAPITAL GROUP LLC 110.04%0.04%0.04%Q1 2023Q1 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
IFG Advisory, LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Epstein & White Financial LLC 110.13%0.13%0.13%Q4 2018Q4 20181
CFS Investment Advisory Services, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Gryphon Financial Partners LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Strategic Family Wealth Counselors, L.L.C. 110.09%0.09%0.09%Q1 2021Q1 20211
Ahrens Investment Partners LLC 110.19%0.19%0.19%Q1 2023Q1 20231
True Link Financial Advisors, LLC 113.24%3.24%3.24%Q3 2023Q3 20231
Hayden Royal, LLC 110.81%0.81%0.81%Q4 2018Q4 20181
TWIN FOCUS CAPITAL PARTNERS, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Key Client Fiduciary Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
MTM Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Carter Financial Group, INC. 110.88%0.88%0.88%Q1 2022Q1 20221
Concorde Financial Corp 110.00%0.00%0.00%Q4 2021Q4 20211
QUANTUM CAPITAL MANAGEMENT 111.42%1.42%1.42%Q4 2017Q4 20171
MADISON WEALTH MANAGEMENT 110.06%0.06%0.06%Q2 2022Q2 20221
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 110.54%0.54%0.54%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MRA Advisory Group 111.78%1.78%1.78%Q3 2023Q3 20231
Steinberg Global Asset Management 110.06%0.06%0.06%Q2 2013Q2 20131
TD ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
Capital Wealth Alliance, LLC 113.38%3.38%3.38%Q3 2023Q3 20231
NSI Retail Advisors, LLC 115.85%5.85%5.85%Q2 2021Q2 20211
20/20 Capital Management, Inc. 110.16%0.16%0.16%Q1 2020Q1 20201
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tradeworx Inc. 110.11%0.11%0.11%Q2 2013Q2 20131
Wealthsimple US, Ltd. 111.17%1.17%1.17%Q1 2020Q1 20201
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q1 2023Q1 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Pinion Investment Advisors, LLC 110.43%0.43%0.43%Q4 2018Q4 20181
Park Place Capital Corp 110.01%0.01%0.01%Q4 2022Q4 20221
NAPLES GLOBAL ADVISORS, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q3 2018Q3 20181
Certified Advisory Corp 110.07%0.07%0.07%Q3 2019Q3 20191
SSI INVESTMENT MANAGEMENT LLC 110.05%0.05%0.05%Q3 2015Q3 20151
Global Atlantic Investment Advisors, LLC 112.92%2.92%2.92%Q4 2014Q4 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Prostatis Group LLC 110.22%0.22%0.22%Q1 2023Q1 20231
IBEX WEALTH ADVISORS 110.03%0.03%0.03%Q2 2019Q2 20191
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2021Q1 20211
Riverview Trust Co 110.04%0.04%0.04%Q1 2019Q1 20191
CORBETT ROAD CAPITAL MANAGEMENT, LLC 115.20%5.20%5.20%Q2 2022Q2 20221
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
FWL INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q3 2022Q3 20221
Schubert & Co 113.34%3.34%3.34%Q4 2021Q4 20211
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q3 2014Q3 20141
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Shilanski & Associates, Inc. 110.87%0.87%0.87%Q3 2022Q3 20221
Eukles Asset Management 110.00%0.00%0.00%Q4 2021Q4 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
Black Diamond Financial, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2019Q2 20191
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114.08%4.08%4.08%Q2 2022Q2 20221
TOTAL INVESTMENT MANAGEMENT INC 110.13%0.13%0.13%Q2 2020Q2 20201
Procyon Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Atomi Financial Group, Inc. 111.76%1.76%1.76%Q1 2023Q1 20231
Spears Abacus Advisors LLC 110.03%0.03%0.03%Q4 2019Q4 20191
MBM Wealth Consultants, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Crewe Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
HFG Advisors, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
Q3 Asset Management 110.00%0.00%0.00%Q1 2019Q1 20191
Chicago Partners Investment Group LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Leibman Financial Services, Inc. 111.04%1.04%1.04%Q4 2023Q4 20231
RIA Advisory Group LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
PEAPACK GLADSTONE FINANCIAL CORP 110.03%0.03%0.03%Q4 2019Q4 20191
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Summit Financial, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Smart Money Group LLC 110.85%0.85%0.85%Q3 2023Q3 20231
United Community Bank 110.48%0.48%0.48%Q3 2023Q3 20231
Traverso Chambers Private Wealth Management, LLC 111.76%1.76%1.76%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
Cascadia Advisory Services, LLC 110.20%0.20%0.20%Q2 2020Q2 20201
BBVA USA Bancshares, Inc. 110.03%0.03%0.03%Q2 2015Q2 20151
Permit Capital Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.06%0.06%0.06%Q4 2021Q4 20211
Willingdon Wealth Management 111.40%1.40%1.40%Q1 2020Q1 20201
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.21%0.21%0.21%Q2 2020Q2 20201
Deane Retirement Strategies, Inc. 118.72%8.72%8.72%Q1 2023Q1 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
361 CAPITAL LLC 110.10%0.10%0.10%Q4 2018Q4 20181
MAS Advisors LLC 110.72%0.72%0.72%Q3 2023Q3 20231
Three Bridge Wealth Advisors, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
BADGLEY PHELPS & BELL INC 110.01%0.01%0.01%Q4 2020Q4 20201
CSM Advisors, LLC 112.74%2.74%2.74%Q2 2021Q2 20211
Boulder Wealth Advisors, LLC 110.60%0.60%0.60%Q4 2022Q4 20221
Athanor Capital, LP 111.01%1.01%1.01%Q2 2020Q2 20201
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q1 2020Q1 20201
NBT BANK N A /NY 110.04%0.04%0.04%Q1 2016Q1 20161
EAGLE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q3 2019Q3 20191
CNB Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Mid-American Wealth Advisory Group, Inc. 110.26%0.26%0.26%Q4 2021Q4 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Friedenthal Financial 112.23%2.23%2.23%Q4 2018Q4 20181
Capital Bank & Trust Co 110.01%0.01%0.01%Q3 2019Q3 20191
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 112.32%2.32%2.32%Q1 2020Q1 20201
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
Hudson Capital Management LLC 117.59%7.59%7.59%Q2 2020Q2 20201
Efficient Market Advisors, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Trust 110.08%0.08%0.08%Q1 2023Q1 20231
Stearns Financial Services Group 110.20%0.20%0.20%Q3 2020Q3 20201
TILIA FIDUCIARY PARTNERS, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
TWO SIGMA ADVISERS, LP 110.01%0.01%0.01%Q2 2013Q2 20131
Oak Asset Management, LLC 110.65%0.65%0.65%Q2 2022Q2 20221
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 110.09%0.09%0.09%Q1 2018Q1 20181
Ballentine Partners, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Eudaimonia Partners, LLC 110.16%0.16%0.16%Q2 2020Q2 20201
Soltis Investment Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.06%0.06%0.06%Q4 2022Q4 20221
Savant Capital, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
AVAII WEALTH MANAGEMENT, LLC 110.63%0.63%0.63%Q4 2021Q4 20211
BBR PARTNERS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Riverwater Partners LLC 110.41%0.41%0.41%Q3 2022Q3 20221
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.07%0.07%0.07%Q4 2022Q4 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Arcadia Wealth Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 117.35%7.35%7.35%Q1 2020Q1 20201
Team Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Transparent Wealth Partners LLC 110.28%0.28%0.28%Q1 2022Q1 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
INVESTMENT PARTNERS, LTD. 110.66%0.66%0.66%Q3 2023Q3 20231
MACRO Consulting Group 110.26%0.26%0.26%Q2 2020Q2 20201
One Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Shone Asset Management LLC 111.44%1.44%1.44%Q1 2020Q1 20201
Price Capital Management, Inc. 1120.83%20.83%20.83%Q4 2018Q4 20181
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.03%0.03%0.03%Q2 2021Q2 20211
O'Dell Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Sabal Trust CO 110.02%0.02%0.02%Q2 2023Q2 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Safeguard Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Visionary Asset Management, Inc. 112.36%2.36%2.36%Q4 2018Q4 20181
PGIM Custom Harvest LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Personal Wealth Partners 110.02%0.02%0.02%Q2 2019Q2 20191
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
MONTAG A & ASSOCIATES INC 110.02%0.02%0.02%Q3 2023Q3 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.34%0.34%0.34%Q1 2020Q1 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Karpus Management, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EASTERN BANK 110.04%0.04%0.04%Q4 2022Q4 20221
Insight Wealth Partners, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Kovack Advisors, Inc. 110.29%0.29%0.29%Q1 2019Q1 20191
Vigilare Wealth Management 110.46%0.46%0.46%Q4 2023Q4 20231
Vanguard Capital Wealth Advisors 110.42%0.42%0.42%Q4 2017Q4 20171
EFG CAPITAL INTERNATIONAL CORP. 110.21%0.21%0.21%Q2 2023Q2 20231
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WESBANCO BANK INC 110.14%0.14%0.14%Q1 2017Q1 20171
Zhang Financial LLC 110.04%0.04%0.04%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q3 2013Q3 20131
LSV ASSET MANAGEMENT 110.02%0.02%0.02%Q4 2016Q4 20161
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Windham Capital Management, LLC 112.31%2.31%2.31%Q1 2020Q1 20201
ETF MANAGERS GROUP, LLC 110.10%0.10%0.10%Q4 2016Q4 20161
STEEL GROVE CAPITAL ADVISORS, LLC 110.63%0.63%0.63%Q4 2018Q4 20181
Choate Investment Advisors 110.02%0.02%0.02%Q2 2019Q2 20191
Avestar Capital, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
HARTLINE INVESTMENT CORP/ 112.75%2.75%2.75%Q3 2022Q3 20221
Merriman Wealth Management, LLC 111.90%1.90%1.90%Q4 2018Q4 20181
LifePro Asset Management 110.14%0.14%0.14%Q3 2022Q3 20221
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Altavista Wealth Management, Inc. 110.08%0.08%0.08%Q2 2020Q2 20201
External links

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