ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023111
Citadel Advisors 3020.00%0.00%0.01%Q2 2014Q3 202382
WOLVERINE TRADING, LLC 1260.00%0.01%0.10%Q2 2016Q3 202377
JANE STREET GROUP, LLC 3020.00%0.01%0.09%Q2 2014Q3 202365
BlackRock Inc. 42420.00%0.04%0.23%Q2 2013Q3 202364
HUNTINGTON NATIONAL BANK 59590.00%0.21%0.45%Q1 2009Q3 202363
Cutler Group LLC / CA 1970.00%0.01%0.14%Q4 2015Q3 202355
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.08%Q1 2012Q3 202354
MUFG Americas Holdings Corp 48480.00%0.42%0.70%Q4 2010Q3 202248
HSBC HOLDINGS PLC 47470.00%0.01%0.08%Q1 2012Q3 202348
First Horizon Advisors, Inc. 47470.02%0.35%0.96%Q1 2012Q3 202347
ROYAL BANK OF CANADA 42420.00%0.05%0.09%Q2 2013Q3 202346
Creative Planning 42420.00%0.89%2.49%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.18%0.47%0.80%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.03%0.28%1.32%Q4 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.18%Q2 2013Q3 202344
Rehmann Capital Advisory Group 34100.00%0.18%0.42%Q1 2011Q2 202244
Veritable, L.P. 43430.02%0.12%0.35%Q4 2012Q2 202343
Freedom Investment Management, Inc. 43430.05%0.21%0.66%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.11%0.29%0.55%Q1 2013Q3 202343
NBT BANK N A /NY 42420.21%0.47%0.61%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.11%0.47%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.07%0.13%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%0.59%1.95%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.07%0.29%0.52%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.35%0.82%1.16%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.16%0.91%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.01%0.32%1.00%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.04%0.47%1.56%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.03%0.26%0.73%Q2 2013Q3 202342
Cetera Advisors LLC 42420.13%0.36%0.80%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42421.56%5.90%10.56%Q2 2013Q3 202342
Coastline Trust Co 42420.09%0.59%1.75%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.07%0.19%0.34%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.01%0.12%0.38%Q2 2013Q3 202342
QUEST INVESTMENT MANAGEMENT LLC 42420.08%0.48%1.05%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.02%0.61%3.21%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.04%0.43%1.10%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.02%0.05%0.09%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.00%0.13%1.07%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.13%0.23%0.34%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.08%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.03%0.07%0.15%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.12%0.29%0.70%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.09%0.35%1.04%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.03%0.66%2.55%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.12%0.36%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.06%0.53%1.22%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.01%0.49%2.68%Q2 2013Q3 202342
Greenwich Wealth Management LLC 42420.04%0.16%0.60%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.03%0.13%0.23%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.09%0.47%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.07%0.26%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.05%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%0.02%0.03%Q2 2013Q3 202342
AMG National Trust Bank 42420.07%0.38%0.83%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.06%0.10%0.14%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.06%0.18%0.89%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.10%1.03%2.15%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.04%0.22%Q2 2013Q3 202342
NOESIS CAPITAL MANGEMENT CORP 42420.10%0.36%0.58%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.12%0.28%0.46%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.03%0.09%0.22%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.03%0.06%0.08%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.05%0.09%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.29%0.89%6.20%Q2 2013Q3 202342
WADE G W & INC 42420.11%0.88%4.75%Q2 2013Q3 202342
US BANCORP \DE\ 42420.11%0.33%0.53%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.23%0.62%1.32%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.35%1.17%1.97%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.06%0.20%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42420.09%0.42%0.59%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.04%0.16%Q2 2013Q3 202342
FULTON BREAKEFIELD BROENNIMAN LLC 42421.16%1.63%2.14%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.17%0.87%1.78%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.23%0.32%0.57%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.12%0.83%3.28%Q2 2013Q4 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.05%0.15%0.27%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.03%0.18%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.07%0.13%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.06%0.49%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.01%0.13%0.20%Q2 2013Q4 202342
AMERIPRISE FINANCIAL INC 42420.00%0.05%0.19%Q2 2013Q3 202342
Regal Investment Advisors LLC 42420.96%1.60%2.59%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.03%0.30%1.65%Q2 2013Q3 202342
LPL Financial LLC 42420.10%0.50%1.51%Q2 2013Q3 202342
Jaffetilchin Investment Partners, LLC 42420.48%3.63%8.39%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.19%0.37%0.62%Q2 2013Q3 202342
Somerset Group LLC 42420.33%0.53%1.13%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.00%0.18%0.62%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.09%0.50%2.76%Q2 2013Q3 202342
Prospera Financial Services Inc 23180.09%0.76%1.82%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.07%0.40%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.09%0.74%2.12%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.01%0.02%0.06%Q2 2013Q3 202341
NewSquare Capital LLC 41410.00%0.80%3.10%Q2 2013Q2 202341
M&T BANK CORP 26150.00%0.01%0.03%Q2 2013Q3 202341
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41410.78%0.98%1.21%Q3 2013Q3 202341
DELTA CAPITAL MANAGEMENT LLC 41410.14%0.38%0.59%Q3 2013Q3 202341
First Financial Bank - Trust Division 41410.11%0.26%0.57%Q4 2013Q4 202341
Janney Montgomery Scott LLC 41410.11%0.21%0.52%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.02%0.16%2.20%Q3 2013Q3 202341
FMR LLC 4010.00%0.03%0.05%Q2 2013Q3 202341
FRANKLIN RESOURCES INC 3830.00%0.01%0.02%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 30110.05%0.16%0.46%Q2 2013Q3 202341
Wharton Business Group, LLC 3380.78%3.11%6.56%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.10%0.21%0.33%Q3 2013Q4 202341
Edge Wealth Management LLC 4010.00%5.29%12.15%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.05%1.17%4.26%Q3 2013Q3 202341
WESBANCO BANK INC 30110.02%0.08%0.14%Q2 2013Q3 202341
ASSETMARK, INC 41410.02%0.46%2.30%Q3 2013Q3 202341
HOWE & RUSLING INC 3830.00%0.10%1.48%Q2 2013Q3 202341
Horrell Capital Management, Inc. 3120.01%0.02%0.08%Q2 2013Q3 202340
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 3550.08%1.11%3.66%Q2 2013Q3 202340
COMERICA BANK 3910.00%0.01%0.03%Q2 2013Q3 202340
DAVENPORT & Co LLC 3820.01%0.02%0.04%Q2 2013Q3 202340
Ameritas Investment Partners, Inc. 3910.00%0.03%0.10%Q2 2013Q2 202340
CARRET ASSET MANAGEMENT, LLC 3820.05%0.11%0.18%Q1 2013Q3 202340
PINNACLE ASSOCIATES LTD 3910.00%0.02%0.05%Q2 2013Q3 202340
CITY HOLDING CO 40400.26%0.41%0.68%Q4 2013Q3 202340
FIRST INTERSTATE BANK 2730.03%1.39%8.43%Q2 2013Q3 202340
Avalon Investment & Advisory 40400.18%0.66%1.27%Q2 2013Q1 202340
Capital Advisors, Ltd. LLC 40400.02%0.19%0.46%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.21%2.18%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.76%2.74%4.50%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.06%0.20%0.42%Q4 2013Q3 202340
Windsor Capital Management, LLC 40400.07%3.11%4.56%Q2 2013Q1 202340
Perkins Coie Trust Co 40400.00%0.06%1.20%Q4 2013Q3 202340
Fiera Capital Corp 23170.00%0.02%0.04%Q2 2013Q3 202340
Mariner, LLC 40400.01%0.18%0.36%Q4 2013Q3 202340
Capital Analysts, LLC 1710.00%0.15%0.74%Q4 2012Q3 202339
DT Investment Partners, LLC 39390.00%1.19%3.14%Q2 2013Q4 202239
CAPITAL CITY TRUST CO/FL 39390.12%0.31%0.82%Q2 2013Q4 202239
ARGI Investment Services, LLC 39390.01%0.05%0.19%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.02%0.06%0.11%Q1 2014Q3 202339
Autus Asset Management, LLC 39390.26%1.43%2.13%Q2 2013Q4 202239
Curbstone Financial Management Corp 39390.16%0.78%1.15%Q2 2014Q4 202339
BRAVE ASSET MANAGEMENT INC 22170.18%3.68%8.15%Q4 2013Q3 202339
North Star Investment Management Corp. 39390.04%0.11%0.20%Q1 2014Q3 202339
Dynamic Advisor Solutions LLC 3360.04%0.45%0.94%Q4 2013Q3 202339
Phocas Financial Corp. 39390.03%0.21%0.48%Q2 2013Q4 202239
EFG Asset Management (Americas) Corp. 22170.06%0.20%0.39%Q4 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.00%0.02%0.06%Q1 2014Q3 202339
Mathes Company, Inc. 3720.47%0.87%1.30%Q4 2013Q3 202339
NAPLES GLOBAL ADVISORS, LLC 24150.02%0.25%0.42%Q4 2013Q3 202339
FIRST MANHATTAN CO. LLC. 26120.00%0.01%0.03%Q4 2013Q3 202338
SMITH, MOORE & CO. 38380.07%0.18%0.40%Q2 2014Q3 202338
Advisory Services Network, LLC 2710.06%0.39%1.00%Q4 2013Q3 202338
ROCKLAND TRUST CO 3610.01%0.09%0.23%Q2 2013Q1 202338
Destination Wealth Management 38380.02%0.13%0.39%Q2 2014Q3 202338
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3110.25%0.45%0.77%Q3 2013Q2 202338
Sequoia Financial Advisors, LLC 3710.01%0.10%0.35%Q1 2014Q3 202338
American Money Management, LLC 21170.10%0.34%1.56%Q4 2013Q3 202338
COUNTRY TRUST BANK 28100.01%0.46%0.70%Q2 2014Q4 202338
Harbour Capital Advisors, LLC 2240.06%0.26%0.62%Q1 2013Q4 202338
Financial Architects, Inc 2740.23%0.53%1.20%Q2 2013Q2 202338
Moors & Cabot, Inc. 38380.03%0.11%0.20%Q2 2014Q3 202338
UBS Group AG 36360.00%0.07%0.10%Q4 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.09%0.54%2.39%Q2 2014Q3 202338
Kovack Advisors, Inc. 38380.07%0.17%0.39%Q2 2014Q3 202338
ALLIANCEBERNSTEIN L.P. 2010.00%0.00%0.01%Q2 2013Q3 202338
OLD SECOND NATIONAL BANK OF AURORA 37370.01%0.17%2.44%Q3 2014Q3 202337
PRELUDE CAPITAL MANAGEMENT, LLC 1910.00%0.13%0.58%Q1 2013Q3 202337
1832 Asset Management L.P. 37370.00%0.00%0.01%Q3 2014Q3 202337
Brinker Capital Investments, LLC 27100.00%0.33%2.75%Q2 2013Q4 202237
Ancora Advisors LLC 3220.01%0.02%0.05%Q2 2013Q3 202337
TRUIST FINANCIAL CORP 3410.01%0.06%0.16%Q3 2013Q3 202337
Essex Financial Services, Inc. 1810.04%0.18%0.29%Q2 2013Q3 202337
Atria Investments, Inc 2710.02%0.26%0.87%Q2 2013Q3 202337
SCOTIA CAPITAL INC. 3030.00%0.02%0.07%Q2 2013Q1 202337
GIRARD PARTNERS LTD. 37370.03%0.13%0.24%Q4 2013Q4 202237
WENDELL DAVID ASSOCIATES INC 37370.15%0.74%1.07%Q3 2014Q3 202337
GLENMEDE TRUST CO NA 2010.00%0.00%0.00%Q2 2013Q3 202337
REGIONS FINANCIAL CORP 3610.00%0.05%0.11%Q2 2013Q4 202237
Hudock, Inc. 37370.00%0.01%0.03%Q2 2013Q2 202237
Montecito Bank & Trust 37370.22%0.62%1.57%Q4 2014Q4 202337
TRAN CAPITAL MANAGEMENT, L.P. 37370.01%0.02%0.04%Q3 2014Q3 202337
WELCH & FORBES LLC 37370.01%0.43%0.73%Q3 2014Q3 202337
Traynor Capital Management, Inc. 36360.08%0.82%2.01%Q4 2014Q3 202336
Baltimore-Washington Financial Advisors, Inc. 36360.11%1.44%2.45%Q3 2014Q2 202336
CHATHAM CAPITAL GROUP, INC. 36360.38%2.48%4.92%Q4 2014Q3 202336
Sunbelt Securities, Inc. 36360.04%0.34%0.77%Q4 2014Q3 202336
Summit Financial Wealth Advisors, LLC 36360.66%4.43%7.59%Q4 2014Q3 202336
Community Bank, N.A. 36360.05%0.36%0.83%Q4 2014Q3 202336
Dakota Wealth Management 36360.06%2.37%5.33%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.41%0.82%1.21%Q4 2014Q3 202336
Arete Wealth Advisors, LLC 36360.04%0.29%0.79%Q4 2014Q3 202336
Sigma Planning Corp 36360.08%0.56%1.44%Q4 2014Q3 202336
IMA Wealth, Inc. 2790.59%2.77%6.29%Q2 2013Q3 202336
Neuberger Berman Group LLC 1960.00%0.00%0.01%Q2 2013Q3 202336
NOTTINGHAM ADVISORS, INC. 36360.04%0.48%3.09%Q4 2014Q3 202336
Mirae Asset Global Investments Co., Ltd. 2810.00%0.03%0.14%Q2 2013Q3 202336
Manchester Capital Management LLC 2790.00%0.94%5.57%Q2 2013Q3 202336
MEEDER ASSET MANAGEMENT INC 36360.00%0.01%0.12%Q2 2013Q1 202236
Chicago Partners Investment Group LLC 36360.07%0.20%0.40%Q4 2014Q3 202336
TOCQUEVILLE ASSET MANAGEMENT L.P. 3310.01%0.03%0.08%Q2 2013Q4 202236
GAMBLE JONES INVESTMENT COUNSEL 22130.02%0.06%0.19%Q2 2013Q4 202235
AllSquare Wealth Management LLC 25100.01%0.06%0.26%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.01%0.02%0.04%Q2 2013Q4 202135
Citizens Business Bank 2820.04%2.06%4.76%Q4 2012Q3 202335
Haverford Trust Co 35350.01%0.02%0.03%Q1 2015Q3 202335
D'Orazio & Associates, Inc. 35350.03%0.48%3.44%Q4 2013Q2 202235
REILLY FINANCIAL ADVISORS, LLC 35350.02%0.10%0.53%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.03%0.12%Q1 2015Q3 202335
FAS Wealth Partners, Inc. 1750.04%0.18%0.38%Q4 2013Q3 202335
Kingfisher Capital LLC 22130.05%0.35%1.54%Q2 2013Q1 202235
PARSONS CAPITAL MANAGEMENT INC/RI 35350.02%0.23%0.61%Q1 2015Q3 202335
Ironwood Financial, llc 3140.13%0.74%2.00%Q4 2014Q3 202335
BRYN MAWR TRUST Co 3410.01%0.06%0.12%Q2 2014Q3 202335
Adams Asset Advisors, LLC 1320.04%0.14%0.24%Q2 2013Q3 202235
Brookstone Capital Management 35350.04%0.40%3.32%Q1 2015Q3 202335
HOLLENCREST CAPITAL MANAGEMENT 19160.05%0.19%0.92%Q4 2013Q3 202335
Palouse Capital Management, Inc. 35350.29%1.90%2.80%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.05%0.12%0.25%Q2 2015Q3 202334
INVESTMENT HOUSE LLC 34340.02%0.05%0.12%Q2 2015Q3 202334
MARINER INDEPENDENT ADVISOR NETWORK, LLC 34340.10%0.34%2.48%Q2 2014Q3 202234
BARCLAYS PLC 1740.00%0.00%0.03%Q2 2013Q3 202334
BURNEY CO/ 3110.02%0.03%0.06%Q2 2013Q3 202334
Barrett Asset Management, LLC 34340.00%0.02%0.06%Q2 2013Q3 202134
DUBUQUE BANK & TRUST CO 24100.00%0.03%0.06%Q2 2013Q1 202334
KLINGENSTEIN FIELDS & CO LP 34340.02%0.06%0.11%Q2 2013Q3 202134
Ashfield Capital Partners, LLC 2770.02%0.08%0.22%Q2 2013Q2 202234
Alexandria Capital, LLC 34340.04%0.45%1.83%Q2 2013Q3 202134
NEW ENGLAND ASSET MANAGEMENT INC 2760.00%0.03%0.09%Q2 2013Q3 202333
Koshinski Asset Management, Inc. 1520.05%0.30%0.86%Q4 2014Q3 202333
Waldron Private Wealth LLC 33330.04%0.34%0.76%Q4 2013Q4 202133
COLONY GROUP LLC 2250.01%0.08%0.20%Q3 2014Q3 202333
FIRST HAWAIIAN BANK 33330.03%0.38%1.09%Q3 2015Q3 202333
Beacon Capital Management, Inc. 2310.00%0.00%0.00%Q1 2014Q3 202333
Cypress Capital Group 2940.04%0.16%0.33%Q2 2013Q3 202333
Carnegie Capital Asset Management, LLC 2030.01%0.02%0.04%Q3 2014Q3 202333
BANK OF THE WEST 33330.05%0.14%0.30%Q4 2014Q4 202233
MML INVESTORS SERVICES, LLC 2670.09%0.52%2.37%Q2 2015Q3 202333
WRAPMANAGER INC 1470.13%0.36%0.80%Q3 2012Q2 202233
FIRST NATIONAL BANK OF OMAHA 2760.01%0.05%0.19%Q2 2013Q3 202133
LINCOLN NATIONAL CORP 33330.02%0.05%0.08%Q3 2015Q3 202333
Endurance Wealth Management, Inc. 33330.03%0.06%0.08%Q2 2015Q2 202333
GREENWOOD CAPITAL ASSOCIATES LLC 20120.06%0.79%1.97%Q3 2013Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.05%0.08%0.15%Q4 2015Q3 202332
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1940.13%1.07%2.88%Q2 2015Q3 202332
NORTH AMERICAN MANAGEMENT CORP 32320.24%0.36%0.50%Q2 2013Q1 202132
New England Private Wealth Advisors LLC 32320.21%0.34%0.59%Q4 2015Q3 202332
Cetera Investment Advisers 32320.08%0.33%0.82%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.76%2.12%3.54%Q4 2015Q3 202332
CWM, LLC 2480.00%0.02%0.04%Q3 2015Q3 202332
AOZORA BANK, LTD. 32327.75%37.01%77.40%Q4 2015Q3 202332
Affiance Financial, LLC 32320.02%1.24%4.15%Q1 2015Q4 202232
High Falls Advisors, Inc 32320.16%2.73%5.23%Q4 2015Q3 202332
ENTERPRISE FINANCIAL SERVICES CORP 3110.01%0.04%0.12%Q3 2013Q3 202132
Pekin Hardy Strauss, Inc. 32320.03%0.41%0.88%Q2 2014Q1 202232
BBVA USA Bancshares, Inc. 32320.08%0.18%0.50%Q2 2013Q1 202132
CREDIT SUISSE AG/ 1310.00%0.01%0.08%Q1 2013Q2 202332
Marquette Asset Management, LLC 31310.43%1.11%3.74%Q2 2013Q4 202031
Intersect Capital LLC 31313.52%7.76%11.43%Q4 2014Q2 202231
Brick & Kyle, Associates 1510.52%0.78%1.05%Q4 2014Q3 202331
Geneos Wealth Management Inc. 31310.22%0.50%0.94%Q1 2016Q3 202331
GLENVIEW STATE BANK TRUST DEPT. 31310.87%1.35%1.74%Q4 2013Q2 202131
Dorsey & Whitney Trust CO LLC 2240.03%0.06%0.15%Q2 2013Q1 202231
Lido Advisors, LLC 31310.01%0.13%0.59%Q1 2016Q3 202331
Northside Capital Management, LLC 31310.22%3.41%6.42%Q1 2016Q3 202331
QS Investors, LLC 2920.00%0.48%1.63%Q2 2013Q1 202131
MILLENNIUM MANAGEMENT LLC 1220.00%0.00%0.02%Q1 2014Q1 202331
AE Wealth Management LLC 28280.00%0.07%0.26%Q4 2016Q3 202331
IFP Advisors, Inc 17140.04%0.26%0.53%Q4 2015Q3 202331
Occidental Asset Management, LLC 19120.05%1.46%4.37%Q1 2014Q3 202331
SFMG, LLC 3010.02%0.07%0.12%Q1 2015Q3 202331
NEXT Financial Group, Inc 31310.01%0.35%0.73%Q2 2014Q4 202131
HEADINVEST, LLC 21100.06%0.10%0.13%Q2 2013Q3 202331
Jacobi Capital Management LLC 30300.05%0.07%0.12%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.04%0.23%1.02%Q1 2016Q3 202330
Alpha Omega Wealth Management LLC 15150.08%0.11%0.19%Q4 2015Q3 202330
Parallax Volatility Advisers, L.P. 2020.00%0.01%0.08%Q4 2014Q3 202230
RMB Capital Management, LLC 2240.01%0.10%0.46%Q4 2015Q3 202330
Joel Isaacson & Co., LLC 17130.01%0.05%0.14%Q4 2012Q3 202330
CULBERTSON A N & CO INC 30300.08%0.22%0.39%Q2 2016Q3 202330
Bath Savings Trust Co 30300.08%0.28%0.45%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.18%0.50%1.10%Q2 2013Q3 202030
FOUNDERS FINANCIAL SECURITIES LLC 30300.05%0.21%0.51%Q2 2016Q3 202330
TCTC Holdings, LLC 16140.02%0.13%0.32%Q2 2013Q3 202330
StrategIQ Financial Group, LLC 30300.12%0.24%0.49%Q2 2016Q3 202330
People's United Financial, Inc. 17120.00%0.02%0.08%Q2 2013Q1 202229
Versant Capital Management, Inc 29290.00%0.02%0.08%Q4 2016Q4 202329
M&R CAPITAL MANAGEMENT INC 2450.00%0.02%0.05%Q2 2016Q4 202329
Sageworth Trust Co 2810.02%0.48%2.26%Q1 2015Q3 202229
Laurel Wealth Advisors, Inc. 29290.06%0.14%0.29%Q4 2015Q4 202229
HANCOCK WHITNEY CORP 1710.01%0.05%0.38%Q2 2013Q3 202329
PINNACLE FINANCIAL PARTNERS INC 1510.00%0.14%0.32%Q2 2013Q2 202329
FULTON BANK, N.A. 29290.02%0.05%0.09%Q4 2016Q4 202329
CPWM, LLC 1510.06%0.11%0.21%Q4 2011Q3 202229
Van Hulzen Asset Management, LLC 19100.03%0.46%2.52%Q4 2015Q3 202329
TD ASSET MANAGEMENT INC 29290.00%0.02%0.09%Q2 2013Q2 202029
DEUTSCHE BANK AG\ 2360.01%0.02%0.05%Q3 2013Q3 202329
King Wealth Management Group 29290.12%0.22%0.34%Q3 2016Q3 202329
GUGGENHEIM CAPITAL LLC 1330.00%0.02%0.10%Q2 2013Q3 202328
Steward Partners Investment Advisory, LLC 28280.03%0.17%0.45%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28281.19%2.32%4.58%Q4 2016Q3 202328
HCR Wealth Advisors 28280.32%0.91%1.80%Q4 2016Q3 202328
Perennial Advisors, LLC 28280.12%0.89%2.30%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.02%0.13%0.34%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.11%0.50%1.66%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.05%0.11%0.21%Q4 2016Q3 202328
Norway Savings Bank 28280.10%0.88%1.65%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.05%0.17%Q4 2016Q3 202328
Ausdal Financial Partners, Inc. 2620.03%0.41%0.96%Q4 2015Q2 202328
Cottage Street Advisors LLC 28280.00%0.75%1.79%Q4 2015Q3 202228
Capital Investment Advisory Services, LLC 28280.01%0.72%2.52%Q4 2016Q3 202328
EDMOND DE ROTHSCHILD HOLDING S.A. 2710.02%0.07%0.17%Q2 2015Q3 202328
Elgethun Capital Management 28280.01%0.29%0.86%Q4 2016Q3 202328
Anchor Investment Management, LLC 28280.00%0.01%0.05%Q1 2017Q4 202328
Bison Wealth, LLC 28280.06%0.16%0.24%Q3 2015Q2 202228
FAGAN ASSOCIATES, INC. 15130.09%0.61%1.50%Q4 2014Q1 202228
Avantax Planning Partners, Inc. 28280.02%0.14%0.95%Q4 2016Q3 202328
E&G Advisors, LP 28280.13%0.18%0.28%Q4 2016Q3 202328
EVERGREEN CAPITAL MANAGEMENT LLC 28280.02%1.08%5.43%Q4 2016Q3 202328
Asset Management One Co., Ltd. 28280.01%0.02%0.03%Q4 2016Q3 202328
1492 Capital Management LLC 2020.11%0.18%0.27%Q1 2015Q2 202328
Alpha Cubed Investments, LLC 1810.02%0.78%2.60%Q4 2013Q1 202228
Advisory Alpha, LLC 2010.00%2.04%5.84%Q4 2013Q1 202328
Winfield Associates, Inc. 2080.34%0.92%1.63%Q4 2013Q1 202228
Strategic Advisors LLC 2080.04%0.37%3.24%Q2 2013Q3 202128
CITIZENS FINANCIAL GROUP INC/RI 28280.01%0.03%0.06%Q3 2016Q2 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.06%0.12%Q4 2016Q3 202328
ADVISORS MANAGEMENT GROUP INC /ADV 2530.84%2.52%7.50%Q4 2015Q3 202328
ClearBridge Investments 28280.00%0.00%0.01%Q4 2016Q3 202328
Simplicity Solutions, LLC 2030.01%0.18%1.24%Q2 2015Q3 202328
Rathbones Group PLC 28280.00%0.01%0.03%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.00%0.01%0.02%Q4 2016Q3 202328
SEGALL BRYANT & HAMILL, LLC 2170.01%0.02%0.05%Q3 2016Q3 202328
Lee Financial Co 28280.00%0.01%0.04%Q4 2016Q3 202328
UNIVEST FINANCIAL Corp 27270.10%0.15%0.23%Q4 2015Q2 202227
Frontier Wealth Management LLC 1890.00%0.11%0.34%Q4 2014Q2 202227
Partnervest Advisory Services LLC 2610.08%0.52%1.04%Q2 2013Q3 202027
SG Americas Securities, LLC 1010.00%0.02%0.24%Q2 2013Q4 202127
Bellecapital International Ltd. 1710.13%0.38%0.67%Q4 2013Q3 202327
Somerset Trust Co 27270.06%0.27%0.49%Q2 2017Q4 202327
Verity Asset Management, Inc. 1010.26%1.20%4.33%Q4 2014Q3 202327
SPC Financial, Inc. 27270.07%0.54%1.84%Q1 2017Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.01%0.21%0.90%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.21%0.40%0.88%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.04%0.08%0.29%Q4 2016Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.04%1.06%4.99%Q4 2016Q3 202327
Jefferies Group LLC 1510.00%0.01%0.06%Q3 2013Q3 202227
VALICENTI ADVISORY SERVICES INC 27270.82%1.77%2.76%Q2 2013Q4 201927
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2250.00%0.00%0.02%Q2 2013Q4 202027
MV CAPITAL MANAGEMENT, INC. 27270.05%0.54%1.03%Q4 2015Q2 202227
Argent Trust Co 2340.01%0.09%0.38%Q4 2015Q4 202227
MASSMUTUAL TRUST CO FSB/ADV 2520.02%0.15%0.24%Q2 2014Q4 202327
Polaris Wealth Advisory Group, LLC 1910.01%1.74%7.24%Q2 2013Q4 202127
Azimuth Capital Management LLC 2070.10%0.27%0.42%Q2 2013Q1 202227
Noven Financial Group, Inc. 26261.28%2.10%3.32%Q4 2013Q1 202026
VICUS CAPITAL 1620.03%0.19%0.46%Q1 2014Q3 202226
CONNING INC. 2510.00%0.79%1.14%Q2 2014Q3 202326
SUNTRUST BANKS INC 26260.07%0.15%0.24%Q2 2013Q3 201926
SRS Capital Advisors, Inc. 1070.01%0.20%0.77%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.04%0.13%0.35%Q2 2013Q3 201926
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 26260.02%0.07%0.11%Q2 2013Q3 201926
Winslow, Evans & Crocker, Inc. 2510.01%0.02%0.04%Q4 2013Q4 202026
NewEdge Advisors, LLC 2410.06%0.16%0.32%Q3 2016Q3 202326
HM PAYSON & CO 16100.00%0.01%0.05%Q2 2015Q3 202326
WEALTHSOURCE PARTNERS, LLC 1520.02%0.13%0.44%Q2 2016Q3 202326
SMITH SHELLNUT WILSON LLC /ADV 2120.37%1.11%2.13%Q4 2016Q3 202326
CHOREO, LLC 1430.01%0.11%0.35%Q2 2014Q3 202326
Wealthcare Advisory Partners LLC 2510.02%0.06%0.12%Q2 2016Q3 202326
OneDigital Investment Advisors LLC 26260.05%0.50%2.03%Q2 2017Q3 202326
Clearwater Capital Advisors, LLC 26260.15%0.41%0.90%Q2 2016Q3 202226
NORTHWEST WEALTH MANAGEMENT, LLC 1970.11%0.49%1.65%Q4 2016Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.71%1.17%2.06%Q4 2016Q1 202326
STABLEFORD CAPITAL II LLC 2420.19%3.19%9.22%Q4 2016Q3 202326
Sutton Wealth Advisors Inc. 1790.01%0.02%0.13%Q1 2016Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.72%1.89%4.58%Q2 2017Q3 202326
Camarda Financial Advisors, LLC 25250.01%3.19%7.45%Q2 2013Q2 201925
Voya Financial Advisors, Inc. 25250.06%0.46%1.32%Q1 2015Q1 202125
BDO Wealth Advisors, LLC 25250.04%0.26%0.65%Q2 2017Q2 202325
Relative Value Partners Group, LLC 1960.05%0.08%0.10%Q4 2015Q3 202225
Country Club Trust Company, n.a. 1410.02%0.21%0.62%Q2 2013Q4 202125
Transamerica Financial Advisors, Inc. 2010.00%0.03%0.26%Q2 2013Q4 202225
Shamrock Asset Management LLC 2320.01%0.28%0.90%Q2 2013Q3 201925
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.03%0.05%Q2 2013Q2 201925
IHT Wealth Management, LLC 940.00%0.05%0.21%Q4 2016Q3 202325
Pflug Koory, LLC 2320.01%0.03%0.03%Q4 2016Q3 202325
INGALLS & SNYDER LLC 25250.01%0.03%0.04%Q2 2016Q2 202225
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1870.00%0.01%0.04%Q4 2016Q3 202325
SIGNATUREFD, LLC 2210.00%0.00%0.01%Q2 2013Q3 202325
ADVISORY RESEARCH INC 2210.00%0.01%0.07%Q2 2013Q3 202125
CLIFFORD SWAN INVESTMENT COUNSEL LLC 25250.02%0.03%0.06%Q3 2016Q3 202225
Friedenthal Financial 2020.16%5.70%31.42%Q4 2013Q4 202125
MONROE BANK & TRUST/MI 25250.46%0.90%1.16%Q2 2013Q2 201925
Private Ocean, LLC 2140.00%0.06%0.23%Q4 2013Q1 202325
StoneX Group Inc. 2230.09%1.03%3.32%Q3 2016Q3 202325
Capital Investment Advisors, LLC 1210.01%0.51%1.72%Q4 2013Q4 202325
Pinnacle Wealth Management Advisory Group, LLC 14110.03%0.23%0.53%Q3 2015Q3 202325
FCG ADVISORS, LLC 2410.06%0.13%0.26%Q2 2014Q3 202025
STEPHENS INC /AR/ 2230.26%0.70%1.55%Q2 2013Q3 202325
PITTENGER & ANDERSON INC 2110.00%0.00%0.00%Q2 2014Q1 202225
GenWealth Group, Inc. 1960.08%0.11%0.17%Q2 2017Q3 202325
Financial Management Professionals, Inc. 2320.00%0.02%0.04%Q2 2016Q3 202325
BOKF, NA 1590.23%0.34%0.66%Q3 2017Q3 202324
CADENCE BANK NA 1150.10%0.25%0.58%Q2 2013Q2 202224
BLACKROCK ADVISORS LLC 15150.00%0.03%0.07%Q2 2013Q4 201624
PRINCETON CAPITAL MANAGEMENT LLC 24240.08%0.12%0.17%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.03%1.63%2.96%Q2 2013Q1 201924
Hartford Financial Management Inc. 930.00%1.39%2.79%Q2 2013Q2 202024
Keel Point, LLC 1210.03%0.21%0.61%Q4 2015Q3 202324
AdvisorNet Financial, Inc 24240.01%0.16%0.30%Q4 2017Q3 202324
IndexIQ Advisors LLC 12120.01%0.59%2.11%Q1 2016Q1 202224
Evercore Wealth Management, LLC 1210.00%0.02%0.05%Q2 2014Q4 202124
Lattice Strategies LLC 24240.17%0.56%0.87%Q2 2013Q1 201924
FDx Advisors, Inc. 2010.01%0.39%1.33%Q2 2013Q2 202024
LifePlan Financial Group, Inc 2130.05%0.34%3.39%Q3 2013Q3 202024
Sowell Financial Services LLC 1020.04%0.14%0.46%Q4 2016Q3 202324
IBEX WEALTH ADVISORS 2020.71%1.34%2.80%Q3 2016Q4 202224
Corient Capital Partners, LLC 24240.04%0.21%0.60%Q3 2016Q2 202224
Mutual Advisors, LLC 24240.11%0.30%1.00%Q4 2017Q3 202324
NVWM, LLC 24240.07%0.63%1.17%Q4 2017Q3 202324
Slow Capital, Inc. 24240.04%0.39%0.92%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.04%0.21%0.43%Q3 2017Q3 202324
Cypress Wealth Services, LLC 24241.32%1.69%2.13%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.08%0.17%0.32%Q4 2017Q3 202324
Front Row Advisors LLC 24240.04%0.06%0.09%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.19%0.91%3.33%Q4 2017Q3 202324
Crewe Advisors LLC 24240.05%0.34%1.92%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.02%0.10%0.25%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.33%0.58%0.77%Q4 2017Q3 202324
Ballast, Inc. 24240.14%2.09%4.68%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.24%1.12%1.65%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.00%0.01%0.09%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.01%0.18%0.40%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.02%0.77%3.04%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.12%0.27%0.83%Q4 2017Q3 202324
Kingsview Wealth Management, LLC 1440.04%0.25%0.76%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.11%0.22%0.48%Q4 2017Q3 202324
FIRST WILSHIRE SECURITIES MANAGEMENT INC 24240.07%0.15%0.21%Q2 2016Q1 202224
TOTH FINANCIAL ADVISORY CORP 24240.00%0.00%0.00%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.25%0.46%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.08%0.38%Q1 2017Q3 202323
KING LUTHER CAPITAL MANAGEMENT CORP 820.00%0.01%0.02%Q2 2013Q3 202323
Patriot Wealth Management, Inc. 23231.58%2.30%3.73%Q2 2013Q4 201823
CALTON & ASSOCIATES, INC. 23230.24%0.57%0.89%Q4 2017Q2 202323
WealthTrust-Arizona, LLC 23230.01%0.02%0.03%Q2 2013Q4 201823
SouthState Corp 13100.03%0.36%1.20%Q2 2014Q3 202323
B. Riley Wealth Management, Inc. 1610.00%0.16%0.46%Q1 2014Q2 202223
W.G. Shaheen & Associates DBA Whitney & Co 23230.06%0.60%1.11%Q1 2018Q3 202323
NTV ASSET MANAGEMENT LLC 2210.14%1.00%1.83%Q2 2013Q1 202123
CWA Asset Management Group, LLC 1850.02%0.06%0.17%Q3 2017Q3 202323
Almanack Investment Partners, LLC. 23230.03%0.11%0.37%Q4 2016Q2 202223
ATLAS CAPITAL ADVISORS LLC 23230.02%0.92%1.56%Q1 2018Q3 202323
HL FINANCIAL SERVICES LLC 1850.01%0.02%0.06%Q2 2013Q1 201923
WestEnd Advisors, LLC 2210.00%0.00%0.00%Q4 2017Q3 202323
PRUDENTIAL FINANCIAL INC 2210.00%0.00%0.01%Q2 2016Q3 202323
BUCKINGHAM STRATEGIC WEALTH, LLC 1670.01%0.09%0.46%Q4 2016Q3 202323
Berkshire Money Management, Inc. 2110.00%3.79%8.21%Q1 2013Q2 202223
TELEMUS CAPITAL, LLC 2120.03%0.07%0.20%Q3 2013Q1 202123
Patriot Financial Group Insurance Agency, LLC 23230.01%0.05%0.14%Q4 2016Q2 202223
Integrated Wealth Concepts LLC 1490.02%0.14%0.73%Q4 2017Q3 202323
LS Investment Advisors, LLC 2120.01%0.02%0.04%Q3 2017Q2 202323
SeaBridge Investment Advisors LLC 23230.01%0.04%0.06%Q1 2015Q3 202023
HAP Trading, LLC 1020.00%0.01%0.09%Q4 2018Q2 202322
Shepherd Financial Partners LLC 1660.03%0.83%2.50%Q4 2016Q3 202322
SIGNET FINANCIAL MANAGEMENT, LLC 2110.00%0.27%0.62%Q4 2014Q4 202122
CAPITAL FUND MANAGEMENT S.A. 610.00%0.03%0.14%Q4 2016Q3 202322
SALEM INVESTMENT COUNSELORS INC 1840.07%0.27%0.68%Q2 2016Q3 202322
Capital Asset Advisory Services LLC 1570.04%0.24%0.50%Q2 2016Q2 202322
Uniplan Investment Counsel, Inc. 1660.14%0.67%1.29%Q2 2015Q1 202122
PFG Advisors 1750.06%0.41%0.90%Q4 2017Q3 202322
Capital Advisory Group Advisory Services, LLC 2110.00%0.36%1.55%Q1 2018Q3 202322
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1390.10%1.89%4.69%Q4 2016Q3 202322
TRUST CO OF VERMONT 2110.00%0.01%0.01%Q2 2013Q1 202322
Blue Edge Capital, LLC 22220.67%1.43%1.94%Q4 2013Q1 201922
WASHINGTON TRUST BANK 2110.00%0.09%0.54%Q2 2013Q4 201822
LEAVELL INVESTMENT MANAGEMENT, INC. 720.02%0.03%0.16%Q2 2010Q4 202122
SEI INVESTMENTS CO 1310.00%0.00%0.02%Q1 2015Q3 202322
BlackRock Investment Management, LLC 15150.00%0.06%0.11%Q2 2013Q4 201622
Keystone Financial Group 2020.20%0.85%1.95%Q1 2018Q3 202322
RFG Advisory, LLC 2110.12%0.50%0.90%Q2 2015Q3 202322
American Research & Management Co. 1030.00%0.02%0.12%Q2 2013Q3 202222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.13%0.40%1.07%Q2 2018Q3 202322
CIBC BANK USA 22220.03%0.32%0.80%Q2 2013Q3 201822
BANTA ASSET MANAGEMENT LP 12101.00%8.25%20.47%Q2 2013Q3 202322
PARK AVENUE SECURITIES LLC 1410.05%0.17%0.36%Q3 2015Q3 202322
Buffington Mohr McNeal 2110.12%0.59%5.03%Q2 2013Q4 202122
Mascoma Wealth Management LLC 1110.00%0.02%0.08%Q4 2016Q3 202321
WealthPLAN Partners, LLC 810.01%0.05%0.20%Q1 2015Q4 202321
Cypress Capital Management LLC (WY) 21210.39%1.91%4.76%Q4 2016Q4 202121
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1510.00%0.01%0.03%Q2 2013Q4 202121
MARKSTON INTERNATIONAL LLC 21210.00%0.00%0.01%Q4 2016Q4 202121
Private Advisory Group LLC 1920.26%0.75%1.67%Q4 2016Q1 202321
Creegan & Nassoura Financial Group, LLC 1470.32%1.43%2.69%Q1 2015Q3 202321
TD Capital Management LLC 21210.00%0.03%0.09%Q3 2018Q3 202321
Mount Lucas Management LP 710.07%0.55%1.68%Q1 2016Q3 202321
MCF Advisors LLC 1920.00%0.03%0.11%Q1 2013Q4 201821
Triangle Securities Wealth Management 11100.15%0.25%0.49%Q2 2013Q3 201821
LFA - Lugano Financial Advisors SA 1650.11%1.53%3.11%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.08%0.54%1.99%Q3 2018Q3 202321
A. D. Beadell Investment Counsel, Inc. 21210.29%0.41%0.54%Q4 2016Q4 202121
Clearstead Advisors, LLC 1560.01%0.02%0.05%Q4 2016Q3 202321
Lenox Wealth Advisors, LLC 1610.00%0.08%0.50%Q2 2013Q1 202221
COHEN & STEERS, INC. 1290.00%0.07%0.64%Q2 2018Q3 202321
Perigon Wealth Management, LLC 1110.01%0.26%0.85%Q3 2011Q3 202321
FIDUCIARY TRUST CO 1240.01%0.01%0.01%Q2 2014Q3 202321
Bogart Wealth, LLC 1470.00%0.01%0.02%Q3 2017Q3 202321
Fieldpoint Private Securities, LLC 2010.11%0.65%1.41%Q1 2017Q2 202221
Flaharty Asset Management, LLC 1830.05%1.78%9.46%Q1 2017Q1 202321
KINGS POINT CAPITAL MANAGEMENT 21210.03%0.05%0.20%Q1 2017Q1 202221
UMB Bank, n.a. 1380.00%0.01%0.03%Q1 2017Q3 202321
Vantage Financial Partners Ltd., Inc. 21210.14%0.20%0.32%Q4 2016Q4 202121
MONETA GROUP INVESTMENT ADVISORS LLC 1380.01%0.05%0.21%Q3 2016Q3 202221
Cordasco Financial Network 21210.10%0.21%0.32%Q4 2013Q4 201821
BerganKDV Wealth Management, LLC 21210.00%0.05%0.10%Q2 2018Q2 202321
Angeles Investment Advisors, LLC 20200.00%0.93%4.21%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.07%0.39%1.56%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20200.35%0.47%0.56%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.17%0.49%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.07%0.13%Q4 2014Q3 201920
Symmetry Partners, LLC 20200.54%1.16%1.72%Q4 2016Q3 202120
ROMAN BUTLER FULLERTON & CO 20201.23%2.20%3.72%Q4 2018Q3 202320
Perella Weinberg Partners Capital Management LP 1010.20%0.97%2.88%Q4 2015Q2 202220
FIRST NATIONAL CORP /MA/ /ADV 20200.05%0.80%4.16%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.06%0.25%0.42%Q4 2018Q3 202320
TFG Advisers LLC 20200.81%1.29%1.76%Q4 2018Q3 202320
AFFINITY WEALTH MANAGEMENT LLC 950.14%5.13%27.40%Q4 2014Q3 202220
Rockefeller Capital Management L.P. 20200.00%0.09%0.27%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.06%0.13%Q4 2018Q3 202320
Simply Money Advisors 20201.06%2.73%5.12%Q2 2013Q1 201820
CreativeOne Wealth, LLC 20200.08%0.17%0.27%Q4 2018Q3 202320
Insight Wealth Strategies, LLC 20200.62%3.80%6.20%Q4 2018Q3 202320
Charles Schwab Investment Advisory, Inc. 1110.00%0.00%0.01%Q3 2015Q1 202320
WealthBridge Capital Management, LLC 20200.09%0.22%0.34%Q4 2018Q3 202320
ARROW FINANCIAL CORP 1810.00%0.25%1.17%Q2 2013Q4 202120
American Portfolios Advisors 20200.17%0.29%0.44%Q4 2017Q3 202220
MONECO Advisors, LLC 20200.20%0.44%1.04%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.04%0.11%Q1 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.13%0.23%Q4 2018Q3 202320
Evanson Asset Management, LLC 720.02%0.07%0.24%Q4 2013Q1 202220
Avior Wealth Management, LLC 810.00%0.02%0.06%Q1 2014Q3 202320
Starfire Investment Advisers, Inc. 10100.13%0.71%1.30%Q1 2015Q2 202020
Overbrook Management Corp 1370.03%1.47%3.95%Q1 2015Q1 202220
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 20200.38%0.94%2.25%Q4 2017Q3 202220
Traverso Chambers Private Wealth Management, LLC 20201.85%2.94%4.48%Q4 2018Q3 202320
WealthShield Partners, LLC 1730.02%0.15%0.38%Q4 2017Q3 202320
Gladstone Institutional Advisory LLC 20200.04%0.11%0.21%Q4 2018Q3 202320
CHEMICAL BANK 1910.03%0.05%0.11%Q3 2013Q2 201920
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.03%0.16%Q4 2017Q4 202220
Magnus Financial Group LLC 20200.03%0.16%0.43%Q4 2018Q3 202320
MGO ONE SEVEN LLC 1710.02%0.19%0.38%Q4 2017Q3 202320
Sage Advisory Services, Ltd.Co. 1320.20%2.36%4.72%Q2 2013Q4 202020
Aspen Investment Management Inc 19190.45%1.44%2.69%Q2 2013Q4 201719
VALLEY NATIONAL ADVISERS INC 1610.00%0.02%0.04%Q4 2014Q2 202319
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 850.01%0.04%0.14%Q2 2013Q1 202119
Day & Ennis, LLC 19190.17%0.95%1.69%Q1 2019Q3 202319
Crabel Capital Management, LLC 830.46%1.11%3.29%Q4 2017Q3 202319
Archer Investment Corp 1540.07%0.18%0.28%Q4 2018Q3 202319
AJ WEALTH STRATEGIES, LLC 19190.04%0.77%3.21%Q4 2018Q2 202319
SAGE RHINO CAPITAL LLC 19190.20%0.29%0.43%Q1 2019Q3 202319
First National Bank of South Miami 19191.29%1.64%1.99%Q4 2018Q2 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.12%0.33%0.77%Q1 2019Q3 202319
RDA Financial Network 19190.14%0.31%0.56%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19191.28%2.13%3.70%Q1 2019Q3 202319
Realta Investment Advisors 19190.40%0.63%0.96%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.02%0.06%Q4 2017Q2 202219
Titus Wealth Management 19190.26%0.63%1.44%Q4 2017Q2 202219
Weaver Consulting Group 19190.19%0.30%0.39%Q1 2019Q3 202319
Keudell/Morrison Wealth Management 19190.06%0.24%0.45%Q1 2019Q3 202319
Strategic Wealth Partners, Ltd. 840.04%0.20%1.68%Q4 2017Q1 202319
QUATTRO FINANCIAL ADVISORS LLC 810.22%1.67%4.09%Q1 2017Q3 202319
TSFG, LLC 19190.03%0.06%0.10%Q1 2019Q3 202319
Princeton Global Asset Management LLC 19190.02%0.27%0.42%Q1 2019Q3 202319
Private Portfolio Partners LLC 19190.06%0.38%0.59%Q4 2018Q2 202319
Canal Capital Management, LLC 1510.07%0.94%3.07%Q4 2014Q4 202219
Mechanics Bank Trust Department 19190.06%0.76%1.56%Q3 2016Q1 202119
Aptus Capital Advisors, LLC 19190.00%0.04%0.20%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.08%0.21%0.40%Q4 2018Q3 202319
AlphaStar Capital Management, LLC 930.00%0.26%1.74%Q3 2017Q1 202319
CONGRESS ASSET MANAGEMENT CO /MA 1180.03%0.05%0.07%Q1 2018Q3 202319
Bell Bank 1810.04%0.25%3.18%Q2 2016Q3 202319
SII INVESTMENTS INC/WI 19190.06%0.17%0.30%Q2 2013Q4 201719
SCHNIEDERS CAPITAL MANAGEMENT LLC 19190.08%0.12%0.17%Q1 2019Q3 202319
Wealthstar Advisors, LLC 1090.30%0.60%0.99%Q1 2018Q3 202319
IFC Holdings Incorporated/FL 19190.09%0.25%0.43%Q2 2013Q4 201719
WHALEROCK POINT PARTNERS, LLC 1090.12%0.34%0.56%Q4 2013Q3 201819
Omega Financial Group, LLC 19190.12%0.15%0.17%Q1 2019Q3 202319
Miracle Mile Advisors, LLC 19190.02%0.24%0.76%Q1 2019Q3 202319
Sandy Spring Bank 1210.00%0.01%0.02%Q2 2015Q2 202319
AFT, FORSYTH & COMPANY, INC. 1720.47%1.57%3.30%Q2 2013Q4 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.09%0.14%Q1 2019Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.01%0.01%Q1 2019Q3 202319
PineBridge Investments, L.P. 1610.00%0.27%1.24%Q1 2017Q2 202319
CapWealth Advisors, LLC 1450.01%0.06%0.14%Q2 2013Q4 202119
CUMBERLAND ADVISORS INC 1220.08%0.21%0.30%Q4 2018Q3 202318
M Holdings Securities, Inc. 1510.02%0.17%0.31%Q3 2014Q1 202218
MACKENZIE FINANCIAL CORP 1120.00%0.01%0.11%Q1 2017Q4 202218
AGF Investments LLC 1440.00%0.00%0.00%Q1 2018Q3 202218
MidWestOne Financial Group, Inc. 18180.06%0.30%0.61%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18180.57%1.15%1.78%Q2 2013Q3 201718
GeoWealth Management, LLC 18180.00%0.18%1.12%Q2 2019Q3 202318
Investors Research Corp 1620.00%0.20%0.52%Q1 2019Q3 202318
Semmax Financial Advisors Inc. 1710.00%0.01%0.10%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.50%0.60%0.95%Q2 2013Q3 201718
Jackson Hole Capital Partners, LLC 18180.05%0.06%0.09%Q2 2019Q3 202318
Burleson & Company, LLC 1080.03%0.66%3.06%Q4 2017Q4 202218
Altium Wealth Management LLC 1710.05%0.14%0.26%Q4 2017Q2 202218
WEST CHESTER CAPITAL ADVISORS, INC 810.28%1.38%4.24%Q2 2013Q3 202218
REIK & CO., LLC 18180.06%0.11%0.16%Q2 2019Q3 202318
White Lighthouse Investment Management Inc. 18180.07%0.17%0.39%Q4 2017Q1 202218
Barnett & Company, Inc. 18180.08%0.12%0.17%Q2 2013Q3 201718
WBI INVESTMENTS, LLC 1310.32%1.86%3.16%Q2 2013Q4 202118
PARK NATIONAL CORP /OH/ 18180.01%0.03%0.05%Q4 2014Q1 201918
Glovista Investments LLC 1010.04%0.76%4.34%Q2 2013Q2 201818
Shulman DeMeo Asset Management LLC 991.18%1.84%4.74%Q1 2019Q3 202318
Compagnie Lombard Odier SCmA 1220.00%0.01%0.02%Q1 2015Q2 202218
SVB WEALTH LLC 18180.34%1.00%1.54%Q2 2019Q3 202318
FormulaFolio Investments, LLC 1310.07%0.28%0.93%Q4 2014Q4 202018
DAVIDSON & GARRARD INC 18182.24%2.41%2.83%Q2 2013Q3 201718
EP Wealth Advisors, LLC 18180.01%0.03%0.11%Q2 2019Q3 202318
Northstar Group, Inc. 18180.17%0.75%1.30%Q3 2016Q4 202018
FARMERS & MERCHANTS INVESTMENTS INC 810.00%0.00%0.01%Q4 2013Q3 202318
NATIONAL PLANNING CORP 18180.11%0.19%0.26%Q2 2013Q3 201718
Sound View Wealth Advisors Group, LLC 18180.33%0.77%1.28%Q2 2019Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.94%1.24%1.48%Q2 2013Q3 201718
Cerity Partners LLC 1250.01%0.03%0.13%Q2 2019Q3 202317
FIRST MERCHANTS CORP 17170.04%0.08%0.15%Q3 2019Q3 202317
Horizon Investments, LLC 1510.00%0.18%1.74%Q2 2015Q3 202317
KMG FIDUCIARY PARTNERS, LLC 730.04%0.23%0.43%Q4 2018Q3 202317
Principle Wealth Partners LLC 17170.03%0.06%0.10%Q3 2019Q3 202317
Concert Wealth Management Inc. 17170.18%0.26%0.57%Q2 2013Q2 201717
DONALDSON CAPITAL MANAGEMENT, LLC 17170.08%0.15%0.23%Q3 2019Q3 202317
SIMPLEX TRADING, LLC 510.00%0.01%0.04%Q1 2015Q3 202317
Concorde Asset Management, LLC 1310.19%0.52%0.79%Q3 2015Q1 202117
PRIO WEALTH LIMITED PARTNERSHIP 17170.01%0.03%0.04%Q3 2019Q3 202317
WINTRUST INVESTMENTS LLC 17170.04%0.15%0.32%Q3 2016Q3 202017
Checchi Capital Advisers, LLC 17170.04%0.14%0.70%Q3 2019Q3 202317
Farmers National Bank 1520.66%1.19%1.45%Q4 2014Q2 201917
Palisade Asset Management, LLC 980.02%0.04%0.06%Q4 2017Q1 202217
LGL PARTNERS, LLC 17170.14%0.80%1.33%Q4 2015Q4 201917
TimeScale Financial, Inc. 17170.06%0.11%0.21%Q4 2018Q4 202217
1st Global Advisors, Inc. 17170.03%0.08%0.33%Q2 2013Q2 201717
ASSOCIATED BANC-CORP 17170.01%0.01%0.02%Q3 2019Q3 202317
Geneva Advisors, LLC 17170.01%0.02%0.07%Q2 2013Q2 201717
Pacifica Partners Inc. 17170.02%0.04%0.05%Q4 2019Q4 202317
KELLEHER FINANCIAL ADVISORS 17170.28%0.44%0.66%Q2 2013Q2 201717
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1320.00%0.00%0.00%Q2 2017Q3 202317
Renaissance Technologies 810.00%0.01%0.02%Q4 2017Q2 202317
BEACON TRUST CO 17170.28%0.44%0.69%Q1 2013Q1 201717
Apriem Advisors 1610.03%0.05%0.14%Q2 2013Q2 201817
Manifold Partners, LLC 17170.93%7.64%14.40%Q1 2014Q1 201817
Ranch Capital Advisors Inc. 17170.31%0.54%0.82%Q3 2019Q3 202317
Bragg Financial Advisors, Inc 17170.02%0.03%0.04%Q3 2019Q3 202317
GRAND JEAN CAPITAL MANAGEMENT INC 17170.11%0.25%0.43%Q1 2017Q1 202117
Providence First Trust Co 17170.24%0.63%0.74%Q3 2019Q3 202317
Bull Street Advisors, LLC 17170.11%0.68%1.11%Q3 2019Q3 202317
MD Financial Management Inc. 17170.83%2.90%5.95%Q4 2017Q4 202117
IFG Advisory, LLC 17170.12%0.15%0.20%Q3 2019Q3 202317
Lowe Wealth Advisors, LLC 980.00%0.02%0.04%Q4 2014Q4 202217
MURPHY CAPITAL MANAGEMENT INC 1410.02%0.27%0.84%Q2 2013Q2 202117
1ST SOURCE BANK 1520.02%0.15%0.50%Q3 2013Q1 202117
WFG Advisors, LP 17170.12%0.18%0.24%Q2 2013Q2 201717
Hilton Capital Management, LLC 910.01%1.31%7.20%Q2 2015Q3 202317
Beacon Harbor Wealth Advisors, Inc. 1340.80%1.13%1.85%Q2 2019Q3 202317
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 17170.01%0.02%0.03%Q3 2018Q3 202217
Orion Portfolio Solutions, LLC 16160.00%0.08%0.22%Q4 2019Q3 202317
Spectrum Asset Management, Inc. 710.04%16.19%54.84%Q4 2016Q3 202316
Strategic Wealth Investment Group, LLC 16162.68%3.61%6.76%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.99%3.08%5.64%Q4 2019Q3 202316
Key FInancial Inc 16160.35%0.97%1.95%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Bank of Marin 16160.97%1.23%1.44%Q4 2019Q3 202316
Arkfeld Wealth Strategies, L.L.C. 16160.20%3.52%6.91%Q4 2019Q3 202316
S.A. Mason LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.02%0.05%Q3 2019Q3 202316
XML Financial, LLC 16160.18%0.34%0.62%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.14%0.24%0.46%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.21%0.54%1.21%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.26%0.49%0.70%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.07%0.77%1.57%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.07%0.13%Q4 2019Q3 202316
THOMPSON DAVIS & CO., INC. 1110.01%0.07%0.20%Q4 2013Q4 202116
BRINKER CAPITAL INC 1110.01%0.22%1.43%Q4 2013Q2 202016
BAR HARBOR WEALTH MANAGEMENT 1420.04%0.06%0.09%Q3 2019Q3 202316
ATWOOD & PALMER INC 1210.00%0.42%1.18%Q1 2016Q3 202316
Equitable Holdings, Inc. 16160.02%0.06%0.19%Q4 2019Q3 202316
Allianz Asset Management GmbH 1510.00%0.00%0.01%Q2 2015Q1 202216
VNBTrust, National Association 16160.09%0.14%0.17%Q2 2013Q1 201716
Madden Advisory Services, Inc. 16160.07%2.28%3.61%Q2 2013Q1 201716
Samalin Investment Counsel, LLC 16160.13%0.31%0.62%Q4 2019Q3 202316
RWA WEALTH PARTNERS, LLC 1420.05%0.14%0.35%Q1 2017Q3 202316
Baystate Wealth Management LLC 1330.00%0.01%0.01%Q3 2019Q3 202316
Stonehearth Capital Management, LLC 1510.25%0.41%0.56%Q4 2018Q4 202216
MACROVIEW INVESTMENT MANAGEMENT LLC 1510.01%1.30%2.92%Q3 2018Q3 202316
Ledyard National Bank 1030.00%0.01%0.02%Q3 2013Q4 201816
SNS Financial Group, LLC 920.06%0.22%0.84%Q1 2013Q4 201916
Hanson & Doremus Investment Management 1210.00%0.00%0.00%Q4 2017Q3 202216
Hochman Cole Investment Advisors, Inc. 970.17%0.72%1.25%Q4 2015Q3 202116
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
BOYS ARNOLD & CO INC 16160.04%0.07%0.11%Q2 2016Q1 202016
FIRST AMERICAN TRUST, FSB 16160.05%0.13%0.18%Q4 2019Q3 202316
RELIANCE TRUST CO OF DELAWARE 1150.04%0.05%0.07%Q4 2013Q1 201916
Winch Advisory Services, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Heritage Wealth Advisors 16160.04%0.12%0.30%Q4 2018Q3 202216
Capstone Financial Advisors, Inc. 1240.02%0.23%0.62%Q4 2013Q3 202116
Newfound Research LLC 1241.23%3.12%5.24%Q4 2015Q4 201916
CUE ADVISORY SERVICES, INC. 16160.28%0.50%1.20%Q4 2014Q3 201816
Efficient Market Advisors, LLC 16160.65%2.58%5.55%Q2 2013Q1 201716
PRENTISS SMITH & CO INC 16160.02%0.04%0.06%Q4 2014Q3 201816
MATRIX PRIVATE CAPITAL GROUP LLC 16160.77%2.06%2.59%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.07%0.27%0.61%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Wealthspire Advisors, L.P. 1420.00%0.03%0.05%Q4 2015Q2 202016
Fortis Advisors, LLC 1240.00%0.00%0.00%Q3 2017Q3 202316
Avestar Capital, LLC 970.04%0.24%0.90%Q4 2017Q4 202116
Parkside Investments, LLC 1420.10%1.93%2.82%Q2 2018Q3 202316
Valeo Financial Advisors, LLC 1510.00%0.01%0.02%Q3 2017Q3 202316
Clarus Wealth Advisors 16160.17%0.30%0.49%Q4 2017Q3 202116
ISLAY CAPITAL MANAGEMENT, LLC 16160.02%0.05%0.20%Q4 2019Q3 202316
Winthrop Advisory Group LLC 16160.05%0.08%0.18%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.87%1.39%1.74%Q4 2019Q3 202316
Truvestments Capital LLC 620.00%0.19%1.08%Q2 2018Q4 202216
Vectors Research Management, LLC 16160.00%0.01%0.02%Q3 2018Q2 202216
Sowa Financial Group, Inc. 16165.97%7.32%8.61%Q4 2019Q3 202316
Independent Family Office, LLC 16160.22%0.38%0.63%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.12%0.19%0.27%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16162.42%2.91%4.20%Q4 2019Q3 202316
Element Wealth, LLC 16160.01%0.05%0.08%Q4 2019Q3 202316
Edge Capital Group, LLC 16160.02%0.06%0.09%Q4 2018Q3 202216
HOHIMER WEALTH MANAGEMENT, LLC 16160.07%0.13%0.18%Q4 2019Q3 202316
Liberty Capital Management, Inc. 1210.02%1.67%2.80%Q3 2017Q3 202315
ETRADE Capital Management LLC 1310.05%0.12%0.40%Q2 2013Q4 201915
Cornerstone Wealth Management, LLC 1410.03%0.11%0.28%Q1 2016Q4 201915
PrairieView Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Sanctuary Wealth Management, L.L.C. 1110.04%0.46%0.75%Q1 2010Q3 202315
Fernwood Investment Management, LLC 410.08%0.20%0.44%Q4 2015Q4 202115
Pinnacle Bancorp, Inc. 910.02%0.03%0.05%Q1 2017Q2 202315
HIGH POINT BANK & TRUST CO 15150.03%0.07%0.17%Q2 2013Q4 201615
AMERICAN INTERNATIONAL GROUP, INC. 1230.02%0.08%0.40%Q2 2013Q2 202115
HERON FINANCIAL GROUP, LLC 15150.64%2.39%4.57%Q4 2019Q2 202315
Full Sail Capital, LLC 15150.60%1.67%3.43%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.11%0.20%0.33%Q1 2020Q3 202315
Nichols Asset Management LLC 15150.52%2.51%10.80%Q2 2013Q4 201615
ZEKE CAPITAL ADVISORS, LLC 15150.05%0.09%0.25%Q2 2019Q4 202215
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15150.31%0.40%0.61%Q2 2016Q4 201915
Ipswich Investment Management Co., Inc. 1310.00%0.23%0.39%Q1 2016Q3 202315
Advocacy Wealth Management Services, LLC 1310.01%0.23%0.94%Q2 2013Q2 202115
FLAGSHIP HARBOR ADVISORS, LLC 1010.01%0.03%0.07%Q3 2017Q3 202315
RMR Wealth Builders 1410.04%0.14%0.27%Q4 2019Q3 202315
Vantage Investment Advisors, LLC 1410.00%0.03%0.06%Q4 2013Q4 201715
Gerber Kawasaki Wealth & Investment Management 1230.00%0.13%0.35%Q4 2019Q3 202315
Krilogy Financial LLC 910.00%0.03%0.04%Q3 2015Q3 202315
OMERS ADMINISTRATION Corp 15150.18%0.69%3.42%Q3 2016Q1 202015
AT Bancorp 15150.04%0.20%0.49%Q3 2015Q1 201915
QCI ASSET MANAGEMENT INC/NY 1410.00%0.38%1.87%Q3 2013Q1 202015
HHM Wealth Advisors, LLC 15150.00%0.03%0.06%Q1 2020Q3 202315
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.00%0.13%0.38%Q1 2016Q3 201915
Moser Wealth Advisors, LLC 1324.72%5.94%8.09%Q4 2019Q3 202315
Sage Capital Advisors,llc 15150.12%0.35%0.46%Q2 2017Q4 202015
SCHRODER INVESTMENT MANAGEMENT GROUP 720.01%0.01%0.02%Q1 2015Q3 202315
Summit X, LLC 1140.06%0.20%0.46%Q4 2017Q4 202215
Vanguard Capital Wealth Advisors 910.22%0.82%1.66%Q4 2017Q4 202115
FORTEM FINANCIAL GROUP, LLC 15150.25%1.21%6.74%Q1 2020Q3 202315
Virtue Capital Management, LLC 740.06%0.43%1.12%Q4 2017Q4 202115
Stolper Co 15150.19%0.22%0.26%Q1 2020Q3 202315
ARS Wealth Advisors, LLC 870.10%0.28%0.66%Q2 2014Q3 201815
Calamos Advisors LLC 15150.00%0.00%0.01%Q3 2018Q1 202215
Chevy Chase Trust Holdings, LLC 1110.00%0.00%0.00%Q1 2014Q2 201815
Retirement Group, LLC 1410.00%0.13%0.29%Q4 2019Q3 202315
Petix & Botte Co 1230.30%0.52%1.00%Q4 2019Q3 202315
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.01%0.23%1.16%Q4 2018Q3 202315
BNP PARIBAS FINANCIAL MARKETS 610.00%0.01%0.04%Q3 2015Q3 202315
LIBERTY WEALTH MANAGEMENT LLC 1310.01%0.11%0.20%Q4 2018Q1 202315
IBERIABANK CORP 15150.08%0.14%0.21%Q4 2016Q2 202015
MSI Financial Services Inc 15150.25%0.45%0.94%Q2 2013Q4 201615
INTEGRATED WEALTH COUNSEL, LLC 15150.04%1.15%6.38%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.08%0.14%0.21%Q1 2020Q3 202315
Cribstone Capital Management, LLC 1410.03%0.04%0.07%Q2 2016Q1 202215
Canton Hathaway, LLC 960.04%0.09%0.14%Q3 2018Q4 202215
Advisor Group, Inc. 15150.16%0.25%0.46%Q2 2016Q4 201915
Stelac Advisory Services LLC 1110.07%0.14%0.33%Q2 2018Q1 202315
Red Spruce Capital, LLC 1320.16%0.33%0.49%Q4 2019Q4 202315
EXENCIAL WEALTH ADVISORS, LLC 870.04%0.65%1.25%Q4 2019Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.02%0.05%0.11%Q1 2019Q3 202215
BROOKS, MOORE & ASSOCIATES, INC. 14141.30%1.73%1.96%Q4 2018Q1 202214
Iowa State Bank 620.11%0.13%0.18%Q2 2013Q2 201714
Longer Investments Inc. 862.06%3.45%4.98%Q4 2013Q1 201914
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2014Q4 202214
Busey Bank 950.02%0.07%0.14%Q4 2018Q3 202314
BANK OF STOCKTON 540.11%0.47%1.32%Q3 2015Q3 202314
Nikulski Financial, Inc. 14140.15%0.92%1.74%Q4 2017Q1 202114
WATERS PARKERSON & CO., LLC 1010.02%0.03%0.04%Q1 2015Q2 202214
Allen Capital Group, LLC 730.00%0.05%0.13%Q2 2019Q4 202114
Stonebridge Capital Advisors LLC 1130.00%0.01%0.04%Q2 2019Q3 202314
FFT WEALTH MANAGEMENT LLC 14140.10%0.92%3.07%Q4 2015Q1 201914
AXA S.A. 14140.00%0.00%0.00%Q4 2013Q1 201714
Northwest Bancshares, Inc. 14140.38%0.69%0.92%Q2 2020Q3 202314
SUMMIT FINANCIAL GROUP, INC. 860.28%1.16%1.54%Q1 2020Q3 202314
SevenBridge Financial Group, LLC 1310.00%0.03%0.27%Q2 2016Q4 202114
Annex Advisory Services, LLC 1220.08%0.37%0.71%Q2 2013Q3 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.07%0.19%0.30%Q4 2019Q1 202314
3D ASSET MANAGEMENT, INC 14140.11%0.13%0.14%Q2 2013Q3 201614
Mosaic Family Wealth, LLC 14140.03%0.04%0.04%Q4 2015Q1 201914
BKS ADVISORS, LLC 1220.11%0.21%0.28%Q1 2015Q1 201914
ACG Wealth 1310.06%0.14%0.26%Q2 2013Q3 201914
Ellis Investment Partners, LLC 14140.01%0.02%0.04%Q2 2019Q3 202214
Betterment LLC 810.00%0.00%0.01%Q2 2016Q3 202314
PRUDENTIAL PLC 1310.00%0.01%0.04%Q3 2016Q3 202314
Bowie Capital Management, LLC 770.06%0.13%0.57%Q1 2020Q3 202314
RPg Family Wealth Advisory, LLC 910.03%0.52%1.02%Q2 2017Q3 202314
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 730.00%1.09%5.69%Q4 2017Q3 202314
Pure Financial Advisors, LLC 14140.05%0.38%0.48%Q3 2020Q4 202314
Kerntke Otto McGlone Wealth Management Group 712.22%3.75%6.63%Q4 2019Q3 202314
Shinko Asset Management Co., Ltd. 14140.01%0.02%0.04%Q2 2013Q3 201614
Texas Capital Bank Wealth Management Services Inc 14140.03%0.06%0.09%Q2 2020Q3 202314
Bell Rock Capital LLC 1310.10%0.17%0.23%Q4 2016Q4 202114
CORRADO ADVISORS, LLC 14141.66%2.12%2.79%Q2 2020Q3 202314
WILLIAMS JONES & ASSOCIATES LLC 770.00%0.01%0.02%Q1 2015Q3 201814
Robertson Stephens Wealth Management, LLC 810.02%0.13%0.41%Q4 2018Q3 202314
Moisand Fitzgerald Tamayo, LLC 1310.01%0.02%0.04%Q4 2019Q3 202314
BENJAMIN EDWARDS INC 14140.15%0.85%1.81%Q2 2020Q3 202314
Tiller Private Wealth, Inc. 1040.16%3.36%5.93%Q4 2015Q1 202314
Grandview Asset Management LLC 610.32%1.16%2.16%Q3 2019Q3 202314
ZACKS INVESTMENT MANAGEMENT 510.01%0.04%0.14%Q2 2013Q3 202314
Atlas Private Wealth Advisors 14140.54%1.38%2.81%Q2 2020Q3 202314
Prudent Man Advisors, LLC 14140.08%0.11%0.21%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.07%0.25%0.44%Q4 2019Q3 202314
Milestone Advisory Partners 14140.15%0.17%0.22%Q1 2018Q2 202114
Westover Capital Advisors, LLC 1310.11%1.80%3.23%Q1 2019Q3 202314
Formidable Asset Management, LLC 1130.05%0.07%0.19%Q3 2013Q4 201914
HERITAGE INVESTORS MANAGEMENT CORP 14140.01%0.01%0.01%Q3 2019Q4 202214
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1310.01%0.02%0.06%Q2 2013Q3 201814
Independent Portfolio Consultants, Inc. 14140.11%0.43%0.91%Q1 2014Q2 201714
EASTERN BANK 13130.03%0.08%0.24%Q2 2013Q2 201613
BEACON INVESTMENT ADVISORY SERVICES, INC. 13130.01%0.11%0.22%Q4 2016Q4 201913
Arkadios Wealth Advisors 1010.02%0.06%0.21%Q4 2019Q3 202313
Guidant Wealth Advisors 13130.26%2.15%3.87%Q3 2016Q3 201913
TRANSCEND CAPITAL ADVISORS, LLC 13130.07%0.12%0.32%Q3 2020Q3 202313
Willingdon Wealth Management 13130.09%2.85%4.45%Q1 2017Q1 202013
Kessler Investment Group, LLC 1210.01%0.04%0.24%Q3 2013Q4 201813
AM INVESTMENT STRATEGIES LLC 13130.17%0.35%1.09%Q3 2020Q3 202313
Abbrea Capital, LLC 13130.05%0.12%0.21%Q4 2016Q4 201913
Sabal Trust CO 1030.02%0.03%0.05%Q2 2019Q3 202213
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 810.02%0.05%0.20%Q1 2017Q3 202313
ADELL HARRIMAN & CARPENTER INC 13130.05%0.20%0.50%Q3 2020Q3 202313
Cornerstone Capital, Inc. 13130.07%0.16%0.22%Q3 2020Q3 202313
Financial Insights, Inc. 1110.08%0.21%0.30%Q4 2018Q3 202313
Invst, LLC 1120.08%0.18%0.31%Q1 2020Q3 202313
Cordatus Wealth Management LLC 410.11%0.76%1.23%Q1 2019Q2 202313
Atlantic Union Bankshares Corp 13130.05%0.06%0.07%Q3 2020Q3 202313
Lehman & Derafelo Financial Resources LLC 1120.00%0.01%0.01%Q1 2019Q3 202213
Ballentine Partners, LLC 820.01%0.03%0.06%Q2 2017Q3 202313
CGN Advisors LLC 13130.07%0.16%0.27%Q4 2020Q4 202313
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q2 2013Q2 202313
PagnatoKarp Partners LLC 13130.71%4.47%11.20%Q1 2017Q1 202013
Hexagon Capital Partners LLC 13130.05%0.13%0.21%Q3 2020Q3 202313
Zions Bancorporation 13130.09%0.35%1.53%Q1 2015Q1 201813
Yellowstone Partners, LLC 1210.14%0.23%0.53%Q4 2013Q3 201713
Investors Capital Advisory Services 13130.24%0.34%0.46%Q2 2013Q2 201613
SHINE INVESTMENT ADVISORY SERVICES INC 940.00%2.22%7.38%Q4 2016Q2 202013
1834 INVESTMENT ADVISORS CO 910.00%0.01%0.02%Q4 2017Q2 202213
Windsor Wealth Management, Inc. 13130.11%0.41%0.84%Q3 2020Q3 202313
Money Design Co.,Ltd. 1120.27%0.74%2.06%Q3 2017Q2 202113
Raab & Moskowitz Asset Management LLC 310.01%0.11%0.24%Q4 2014Q3 202313
Inscription Capital, LLC 850.07%0.23%0.38%Q4 2018Q3 202213
Invesco Ltd. 13130.00%0.00%0.00%Q2 2013Q2 201613
State of Tennessee, Treasury Department 910.00%0.05%0.18%Q4 2017Q3 202113
VSR Financial Services, Inc. 13130.20%0.40%0.87%Q2 2013Q2 201613
MAGNOLIA CAPITAL ADVISORS LLC 13130.15%0.30%0.68%Q2 2020Q2 202313
APPLETON GROUP, LLC 1210.30%2.78%6.53%Q4 2013Q4 202213
WEALTHCARE CAPITAL MANAGEMENT LLC 1110.00%0.00%0.02%Q1 2015Q1 202113
Newbridge Financial Services Group, Inc. 13130.11%0.16%0.29%Q3 2020Q3 202313
UNITED BANK 13130.03%0.04%0.05%Q3 2020Q3 202313
Benchmark Financial Wealth Advisors, LLC 1030.14%0.30%0.63%Q3 2018Q1 202213
PRING TURNER CAPITAL GROUP INC 810.04%1.33%3.95%Q4 2013Q3 202313
ICONIQ Capital, LLC 1211.78%4.78%25.07%Q1 2013Q2 201613
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 810.00%0.00%0.00%Q4 2013Q3 202313
OPUS INVESTMENT MANAGEMENT INC 850.03%0.15%0.20%Q1 2018Q2 202113
Founders Financial Alliance, LLC 13130.09%0.19%0.26%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.17%0.19%0.20%Q2 2013Q2 201613
Intellectus Partners, LLC 820.03%0.08%0.12%Q4 2016Q1 202313
Kestra Advisory Services, LLC 13130.10%0.17%0.26%Q3 2020Q3 202313
Round Table Services, LLC 1120.08%0.13%0.20%Q4 2014Q3 201813
BEAM WEALTH ADVISORS, INC. 630.18%0.42%1.03%Q4 2019Q3 202313
SHUFRO ROSE & CO LLC 13130.07%0.10%0.18%Q3 2020Q3 202313
HMS Capital Management, LLC 1120.11%1.90%4.70%Q3 2016Q4 202213
TIEMANN INVESTMENT ADVISORS, LLC 13130.21%0.26%0.32%Q3 2015Q3 201813
Procyon Advisors, LLC 1120.00%0.12%0.22%Q1 2020Q3 202313
MOSELEY INVESTMENT MANAGEMENT INC 13130.13%0.30%0.56%Q1 2019Q1 202213
SPINNAKER TRUST 1120.02%0.21%0.61%Q1 2014Q3 202213
LVW Advisors, LLC 940.11%0.21%0.44%Q4 2014Q1 201813
Venture Visionary Partners LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
First PREMIER Bank 1020.01%0.02%0.03%Q3 2017Q4 202012
Tactical Allocation Group LLC 12121.37%3.76%12.79%Q3 2013Q2 201612
SANDERS MORRIS HARRIS LLC 720.04%0.06%0.12%Q3 2019Q3 202312
COMERICA SECURITIES,INC. 750.02%0.18%0.36%Q1 2019Q3 202312
WASATCH ADVISORS LP 12120.00%0.01%0.01%Q1 2014Q4 201612
HHG & Company, LLC 12120.75%0.92%1.04%Q2 2013Q1 201612
HUTCHENS INVESTMENT MANAGEMENT INC 840.00%1.28%1.60%Q4 2014Q4 201712
SMITH HAYES Advisers, Inc 12120.11%0.15%0.22%Q2 2013Q1 201612
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 710.09%0.22%0.30%Q3 2016Q4 202012
MONTAG A & ASSOCIATES INC 12120.04%0.07%0.14%Q4 2020Q3 202312
Concentrum Wealth Management 1110.10%0.32%0.64%Q4 2018Q4 202112
Cadent Capital Advisors, LLC 12120.15%0.46%2.45%Q4 2020Q3 202312
Corbenic Partners LLC 12120.00%2.22%4.54%Q1 2015Q4 201712
Main Street Financial Solutions, LLC 12120.08%0.13%0.21%Q4 2020Q3 202312
Evolution Wealth Advisors, LLC 12120.09%0.13%0.17%Q4 2020Q3 202312
INSIGHT 2811, INC. 410.20%0.53%1.22%Q1 2015Q1 202212
Apollon Wealth Management, LLC 1110.03%0.20%0.31%Q2 2020Q3 202312
RESOURCES MANAGEMENT CORP /CT/ /ADV 910.00%0.04%0.06%Q3 2018Q4 202212
Asset Advisors Investment Management, LLC 12120.01%0.06%0.11%Q1 2019Q4 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.20%0.59%1.28%Q4 2018Q3 202112
TAP Consulting, LLC 1110.83%2.56%4.05%Q1 2019Q1 202212
Charter Oak Capital Management, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 910.01%1.86%8.52%Q4 2018Q4 202212
Mayfair Advisory Group, LLC 12120.39%0.58%1.01%Q4 2019Q3 202212
Braun-Bostich & Associates Inc. 710.02%0.50%5.71%Q4 2017Q4 202112
Quaker Wealth Management, LLC 663.97%6.71%8.39%Q4 2019Q1 202312
ROCKEFELLER FINANCIAL SERVICES INC 840.01%0.01%0.02%Q2 2013Q2 201612
GPS Wealth Strategies Group, LLC 12120.05%0.10%0.13%Q4 2020Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 12120.01%0.01%0.03%Q1 2017Q4 201912
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Hoxton Financial, Inc. 12122.96%4.02%6.79%Q2 2013Q1 201612
TORONTO DOMINION BANK 910.00%0.00%0.00%Q4 2015Q1 202012
NewFocus Financial Group, LLC 930.07%0.13%0.17%Q3 2017Q4 202012
Accel Wealth Management 12120.65%1.01%1.40%Q4 2020Q3 202312
LifePro Asset Management 12120.23%0.64%2.07%Q4 2020Q3 202312
Falcon Wealth Planning 12120.32%1.91%3.21%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.06%0.08%0.12%Q4 2020Q3 202312
TOMPKINS FINANCIAL CORP 660.00%0.03%0.08%Q4 2017Q2 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.09%0.26%Q4 2020Q3 202312
Jacobsen Capital Management 930.12%0.42%1.31%Q2 2019Q2 202212
Running Point Capital Advisors, LLC 12120.00%0.03%0.11%Q4 2020Q3 202312
BALDWIN BROTHERS LLC/MA 720.00%0.06%0.19%Q2 2013Q2 202312
TCG Advisory Services, LLC 12120.10%0.55%1.44%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.06%0.14%0.24%Q4 2020Q3 202312
Williams Jones Wealth Management, LLC. 12120.00%0.01%0.01%Q1 2020Q4 202212
BOOTHBAY FUND MANAGEMENT, LLC 530.03%0.14%0.30%Q2 2016Q4 201912
Dana Investment Advisors, Inc. 1110.02%0.03%0.04%Q4 2018Q3 202312
Charles Schwab Trust Co 12120.09%0.49%0.86%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.33%0.57%0.79%Q4 2020Q3 202312
Icon Wealth Partners, LLC 610.00%0.05%0.14%Q2 2018Q3 202312
Csenge Advisory Group 710.01%0.04%0.08%Q3 2017Q3 202312
CoreFirst Bank & Trust 12120.01%0.02%0.02%Q4 2020Q3 202312
FOCUS Wealth Advisors, LLC 12121.32%1.45%1.61%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.62%1.14%1.56%Q4 2020Q3 202312
WESPAC Advisors SoCal, LLC 1020.04%0.12%0.44%Q4 2015Q4 201812
Global Financial Private Capital, Inc 12120.01%0.04%0.16%Q3 2017Q2 202012
Pacific Center for Financial Services 810.01%0.02%0.03%Q4 2016Q1 202212
STEEL GROVE CAPITAL ADVISORS, LLC 840.05%0.21%0.75%Q2 2013Q4 201712
Moloney Securities Asset Management, LLC 750.06%0.08%0.12%Q4 2017Q1 202212
Merrion Investment Management Co, LLC 12120.26%0.28%0.32%Q4 2020Q3 202312
Chesley Taft & Associates LLC 12120.04%0.19%0.28%Q4 2015Q3 201812
TWO SIGMA SECURITIES, LLC 410.00%0.08%0.32%Q4 2015Q3 202312
UBS AG 660.00%0.05%0.16%Q2 2013Q3 201412
Willis Johnson & Associates, Inc. 12120.06%0.12%0.19%Q4 2020Q3 202312
Towercrest Capital Management 12121.02%2.45%3.04%Q4 2014Q3 201712
Faithward Advisors, LLC 1020.00%0.01%0.02%Q4 2019Q3 202312
Asset Planning Services, Ltd. 12120.01%0.01%0.01%Q4 2016Q3 201912
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.25%0.34%0.51%Q4 2017Q3 202012
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Guardian Wealth Advisors, LLC 12120.23%3.61%5.15%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.14%0.28%0.66%Q4 2020Q3 202312
Catamount Wealth Management 12120.04%0.24%0.82%Q2 2016Q1 201912
Bristlecone Advisors, LLC 12120.01%0.06%0.08%Q3 2020Q2 202312
Granite Investment Advisors, LLC 1010.07%0.12%0.28%Q4 2017Q3 202111
Blue Chip Wealth Management, Inc. 11110.17%0.34%0.64%Q1 2018Q3 202011
NATIXIS ADVISORS, L.P. 11110.01%0.02%0.03%Q2 2013Q4 201511
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.02%Q2 2013Q4 201511
BOK Financial Private Wealth, Inc. 650.00%0.08%0.20%Q3 2020Q3 202311
Cohen Klingenstein LLC 11110.02%0.03%0.04%Q1 2019Q3 202111
MARCO INVESTMENT MANAGEMENT LLC 920.08%0.15%0.21%Q3 2014Q3 201711
Weiss Asset Management LP 650.23%1.70%3.96%Q4 2018Q4 202211
Wealth Enhancement & Preservation of GA, LLC 11110.24%0.69%3.80%Q1 2020Q3 202211
Baldrige Asset Management LLC 11110.56%0.76%0.93%Q3 2020Q1 202311
PATTON ALBERTSON MILLER GROUP, LLC 920.09%0.15%0.22%Q3 2014Q4 201711
CURIAN CAPITAL LLC 11110.96%1.48%1.95%Q2 2013Q4 201511
Antonetti Capital Management LLC 610.00%0.84%1.97%Q2 2010Q4 202211
Spire Wealth Management 11110.05%0.11%0.20%Q1 2021Q3 202311
BANK OF NOVA SCOTIA 1010.00%0.01%0.02%Q4 2020Q3 202311
Connecticut Wealth Management, LLC 710.02%0.08%0.20%Q2 2019Q3 202311
BlackRock Fund Advisors 830.00%0.00%0.01%Q2 2013Q4 201611
Clearview Wealth Advisors LLC 11110.01%0.04%0.06%Q4 2020Q2 202311
Legacy Capital Wealth Partners, LLC 920.30%0.98%1.80%Q4 2020Q3 202311
LBA Wealth Management, LLC 11110.03%0.07%0.18%Q3 2014Q1 201711
AVIANCE CAPITAL MANAGEMENT, LLC 11110.63%1.03%2.42%Q3 2016Q1 201911
ATHERTON LANE ADVISERS, LLC 11110.01%0.01%0.02%Q2 2013Q4 201511
Aldebaran Financial Inc. 11110.42%0.50%0.56%Q4 2013Q2 201611
Bramshill Investments, LLC 510.01%4.94%19.30%Q4 2017Q3 202211
Summit Place Financial Advisors, LLC 11110.18%0.26%0.38%Q1 2021Q3 202311
SAGE FINANCIAL GROUP INC 11110.08%0.61%2.96%Q2 2020Q4 202211
CMG Global Holdings, LLC 11111.08%1.65%2.20%Q1 2021Q3 202311
Core Wealth Advisors, Inc. 11110.01%0.38%1.57%Q4 2019Q2 202211
Robbins Farley 11110.01%0.98%2.13%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.08%0.19%0.43%Q1 2019Q3 202111
Highstreet Asset Management Inc. 11110.01%0.01%0.02%Q2 2017Q4 201911
Main Management LLC 11110.06%0.66%1.16%Q3 2020Q1 202311
Golden Green, Inc. 921.30%3.37%4.92%Q4 2020Q3 202311
Quantitative Advantage, LLC 1010.57%0.71%1.37%Q2 2013Q3 201611
Bradley & Co. Private Wealth Management, LLC 11110.04%0.04%0.06%Q1 2021Q3 202311
Grove Bank & Trust 740.07%0.13%0.22%Q3 2016Q2 202311
SUN LIFE FINANCIAL INC 11110.01%0.04%0.06%Q1 2017Q3 201911
Sierra Capital LLC 11110.33%0.45%0.54%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.10%0.12%0.14%Q4 2020Q3 202311
Silver Lake Advisory, LLC 11110.44%0.74%1.37%Q1 2020Q3 202211
COMERICA SECURITIES INC 510.03%0.17%0.36%Q1 2015Q4 201811
Proficio Capital Partners LLC 810.00%0.18%0.97%Q4 2015Q4 202211
Squar Milner Financial Services LLC 11110.41%1.04%1.88%Q4 2017Q2 202011
Lumature Wealth Partners, LLC 11110.14%0.19%0.34%Q4 2020Q2 202311
Signature Wealth Management Partners, LLC 11110.20%0.25%0.28%Q4 2020Q2 202311
David J Yvars Group 11110.66%1.04%1.30%Q4 2020Q2 202311
ALBION FINANCIAL GROUP /UT 1010.14%0.27%0.36%Q4 2020Q3 202311
V Wealth Advisors LLC 410.05%0.53%1.21%Q4 2016Q2 202211
FC Advisory LLC 11110.20%0.61%0.82%Q2 2021Q4 202311
SP Asset Management 11110.10%2.91%6.24%Q1 2020Q3 202211
Harvest Investment Services, LLC 11110.13%0.20%0.32%Q1 2019Q3 202111
TrueWealth Advisors, LLC 11110.12%1.30%3.73%Q1 2021Q3 202311
Sumitomo Mitsui Trust Holdings, Inc. 420.00%0.00%0.00%Q4 2015Q4 201911
Bard Financial Services, Inc. 11110.86%1.80%2.13%Q4 2020Q2 202311
GSB Wealth Management, LLC 11110.26%0.78%0.98%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 740.08%0.15%0.23%Q4 2020Q3 202311
Meristem Family Wealth, LLC 11110.02%0.08%0.11%Q3 2019Q1 202211
Ratio Wealth Group 920.86%1.28%1.98%Q4 2020Q3 202311
COLLECTIVE FAMILY OFFICE LLC 11110.24%1.44%2.48%Q1 2021Q3 202311
Paradigm Financial Advisors, LLC 11110.06%0.14%0.22%Q2 2019Q4 202111
EVERMAY WEALTH MANAGEMENT LLC 740.00%0.07%0.20%Q4 2017Q4 202211
Oliver Luxxe Assets LLC 11110.28%2.34%6.28%Q4 2015Q2 201811
Capital Advisors Wealth Management, LLC 11110.13%1.07%2.80%Q1 2021Q3 202311
BHK Investment Advisors, LLC 11110.12%0.25%0.35%Q1 2018Q3 202011
Curran Financial Partners, LLC 11110.23%1.18%1.79%Q1 2021Q3 202311
Northstar Advisory Group, LLC 830.64%0.83%1.14%Q4 2020Q3 202311
Piscataqua Savings Bank 11110.00%0.00%0.00%Q1 2021Q3 202311
EPG Wealth Management LLC 530.01%0.09%0.29%Q4 2019Q3 202311
NWAM LLC 740.08%0.25%0.37%Q1 2013Q1 201811
Aft, Forsyth & Sober, LLC 10100.57%4.34%8.12%Q4 2019Q1 202210
HARVEST VOLATILITY MANAGEMENT LLC 820.01%2.01%19.33%Q4 2020Q3 202310
PSI Advisors, LLC 910.01%0.01%0.03%Q4 2019Q3 202310
Lyons Wealth Management, LLC. 610.00%0.79%2.04%Q2 2013Q2 201810
S. R. Schill & Associates 710.51%1.06%1.64%Q3 2017Q3 202110
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.01%Q1 2020Q2 202210
Suncoast Equity Management 10100.04%0.07%0.11%Q2 2018Q3 202010
MONEY CONCEPTS CAPITAL CORP 820.07%0.13%0.22%Q4 2020Q3 202310
QUADRANT CAPITAL GROUP LLC 640.00%0.01%0.02%Q1 2020Q3 202310
HoyleCohen, LLC 820.02%0.03%0.04%Q3 2019Q1 202210
Peak Capital Management LLC 10100.14%0.24%0.62%Q2 2017Q3 201910
Donoghue Forlines LLC 10100.93%2.75%4.89%Q4 2017Q1 202010
Fiduciary Group LLC 10100.06%0.07%0.10%Q2 2016Q3 201810
WESTWOOD HOLDINGS GROUP INC 510.00%0.01%0.02%Q1 2019Q4 202210
NorthCoast Asset Management LLC 910.31%0.43%0.77%Q3 2018Q3 202110
CORDA Investment Management, LLC. 10100.13%0.33%0.44%Q3 2016Q4 201810
KCS Wealth Advisory 10100.22%0.47%0.96%Q4 2017Q1 202010
BLB&B Advisors, LLC 10100.04%0.07%0.10%Q2 2016Q3 201810
Soltis Investment Advisors LLC 10100.04%0.08%0.27%Q4 2019Q1 202210
MCRAE CAPITAL MANAGEMENT INC 10100.05%0.92%1.20%Q2 2021Q3 202310
Mayflower Financial Advisors, LLC 10100.03%0.05%0.06%Q4 2020Q1 202310
Hefty Wealth Partners 10100.11%0.14%0.20%Q4 2015Q1 201810
CHILTON CAPITAL MANAGEMENT LLC 730.00%0.01%0.03%Q4 2020Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
CVA Family Office, LLC 730.01%0.06%0.12%Q4 2020Q2 202310
EQ LLC 10100.37%0.64%0.94%Q4 2020Q1 202310
Executive Wealth Management, LLC 520.01%0.02%0.03%Q4 2018Q1 202210
Kalos Management, Inc. 910.01%0.14%0.32%Q4 2015Q1 202210
Austin Private Wealth, LLC 10100.06%0.41%1.22%Q4 2019Q1 202210
HYMAN CHARLES D 910.02%0.03%0.04%Q4 2017Q4 202010
Bernardo Wealth Planning LLC 520.15%0.31%0.43%Q4 2018Q3 202210
Virtu KCG Holdings LLC 610.01%0.02%0.04%Q3 2013Q4 201610
Beaumont Financial Partners, LLC 610.02%0.48%1.96%Q2 2013Q3 202110
HALL CAPITAL MANAGEMENT CO INC 10100.26%0.53%0.65%Q2 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.01%0.07%0.29%Q2 2021Q3 202310
Wakefield Asset Management LLLP 310.01%0.67%1.32%Q3 2018Q1 202310
Select Asset Management & Trust 311.40%3.41%5.92%Q1 2014Q3 202110
Solstein Capital, LLC 10100.00%0.01%0.05%Q2 2021Q3 202310
Monument Capital Management 610.02%0.38%0.67%Q3 2018Q3 202310
Clear Creek Financial Management, LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
Mader & Shannon Wealth Management, Inc. 313.02%15.60%30.53%Q2 2014Q2 202210
Ballew Advisors, Inc 10100.22%1.67%3.00%Q4 2017Q1 202010
Fort Sheridan Advisors LLC 730.08%0.15%0.20%Q2 2020Q3 202310
Iron Horse Wealth Management, LLC 640.00%0.00%0.01%Q4 2020Q3 202310
Taylor Hoffman Wealth Management 910.01%0.07%0.54%Q4 2017Q2 202010
HARBOUR INVESTMENTS, INC. 640.04%0.07%0.12%Q1 2021Q3 202310
Advisors Preferred, LLC 410.02%0.33%0.89%Q3 2014Q4 202210
EMFO, LLC 10100.05%0.11%0.16%Q2 2021Q3 202310
Caprock Group, LLC 10100.09%0.22%0.38%Q4 2014Q1 201710
Segment Wealth Management, LLC 990.02%0.03%0.04%Q2 2020Q2 20229
Lake Point Wealth Management 420.00%0.01%0.06%Q4 2018Q1 20229
Financial Engines Advisors L.L.C. 990.00%0.00%0.00%Q2 2020Q2 20229
Stanford Investment Group, Inc. 990.03%0.13%0.27%Q4 2014Q4 20169
OLD NATIONAL BANCORP /IN/ 540.03%0.10%0.17%Q3 2014Q3 20239
Private Wealth Partners, LLC 540.04%0.21%0.45%Q3 2016Q3 20229
Global Wealth Management Investment Advisory, Inc. 990.00%0.01%0.08%Q4 2018Q4 20209
Risk Paradigm Group, LLC 630.83%1.99%3.42%Q3 2016Q4 20189
PFS INVESTMENTS INC. 990.61%0.76%0.84%Q4 2017Q4 20199
WOLVERINE ASSET MANAGEMENT LLC 320.00%0.01%0.03%Q2 2013Q3 20209
Pinnacle Advisory Group, Inc. 710.01%0.03%0.06%Q2 2016Q1 20219
PEDDOCK CAPITAL ADVISORS, LLC 990.11%0.25%0.38%Q1 2021Q1 20239
Sanford Advisory Services, LLC 990.07%0.16%0.21%Q4 2020Q4 20229
REGENTATLANTIC CAPITAL LLC 410.00%0.02%0.02%Q4 2014Q2 20199
LAZARD ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Aletheian Wealth Advisors LLC 990.94%1.12%1.57%Q4 2021Q4 20239
HAYS ADVISORY LLC 630.07%0.13%0.17%Q3 2014Q2 20179
Fragasso Group Inc. 510.06%0.52%1.33%Q3 2018Q4 20239
Sargent Bickham Lagudis LLC 610.00%0.01%0.02%Q1 2016Q3 20229
INFRASTRUCTURE CAPITAL ADVISORS, LLC 810.04%0.06%0.12%Q4 2016Q2 20209
Barry Investment Advisors, LLC 990.08%0.09%0.10%Q1 2017Q1 20199
CAPITAL ONE FINANCIAL CORP 990.11%0.21%0.50%Q1 2020Q1 20229
AGF INVESTMENTS INC. 810.00%0.00%0.00%Q1 2017Q4 20219
Clark Capital Management Group, Inc. 510.02%0.11%0.26%Q2 2013Q3 20239
Integrated Wealth Management 990.13%0.55%1.34%Q1 2015Q1 20179
CABOT WEALTH MANAGEMENT INC 990.05%0.25%0.44%Q2 2013Q2 20159
Integrated Investment Consultants, LLC 710.02%0.07%0.20%Q1 2016Q4 20219
TRUE Private Wealth Advisors 510.00%1.60%5.23%Q3 2018Q3 20239
Cornerstone Advisory, LLC 990.04%0.07%0.11%Q4 2019Q4 20219
Pettinga Financial Advisors LLC 540.07%0.10%0.16%Q1 2020Q2 20229
FLAGSTAR ADVISORS INC 990.08%0.33%0.57%Q3 2021Q3 20239
Graypoint LLC 990.12%0.66%0.98%Q3 2021Q3 20239
Summit Trail Advisors, LLC 710.01%0.03%0.07%Q4 2017Q2 20229
Bryn Mawr Capital Management, LLC 720.08%0.20%0.30%Q3 2017Q1 20229
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 990.03%0.34%0.64%Q2 2017Q2 20199
Capital Bank & Trust Co 990.00%0.00%0.00%Q2 2017Q2 20199
Gs Investments, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
THOMPSON SIEGEL & WALMSLEY LLC 810.00%0.00%0.00%Q2 2014Q3 20199
TRUEWEALTH LLC 990.00%0.01%0.02%Q2 2018Q2 20209
One Charles Private Wealth Services, LLC 630.13%0.21%0.30%Q4 2019Q3 20229
Mach-1 Financial Group, LLC 430.00%0.01%0.02%Q4 2020Q3 20229
Apella Capital, LLC 990.03%0.08%0.16%Q1 2020Q1 20229
Chronos Wealth Management, LLC 991.49%1.98%2.43%Q4 2019Q4 20219
Twele Capital Management, Inc. 990.10%0.85%1.60%Q2 2013Q2 20159
Mattern Wealth Management LLC 990.14%0.26%0.55%Q4 2019Q4 20219
StrongBox Wealth, LLC 990.27%0.99%1.25%Q1 2020Q1 20229
U.S. Capital Wealth Advisors, LLC 990.05%0.24%0.42%Q3 2021Q3 20239
Aurora Private Wealth, Inc. 990.03%0.11%0.14%Q2 2020Q2 20229
New England Investment & Retirement Group, Inc. 811.28%2.82%4.67%Q2 2013Q3 20169
Family Management Corp 540.00%0.71%2.04%Q1 2019Q2 20239
Sonora Investment Management, LLC 610.00%0.01%0.01%Q1 2019Q3 20219
BCWM, LLC 990.14%0.18%0.22%Q3 2021Q3 20239
Ironwood Investment Counsel, LLC 510.06%0.22%0.46%Q2 2013Q3 20239
Bluefin Trading, LLC 510.03%0.12%0.37%Q4 2015Q1 20199
Tacita Capital Inc 880.01%0.01%0.01%Q4 2020Q3 20228
Wilson & Boucher Capital Management, LLC 880.30%0.41%0.48%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.15%0.21%0.26%Q4 2021Q3 20238
Lucia Wealth Services, LLC 880.01%0.02%0.05%Q2 2018Q1 20208
Industrial Alliance Investment Management Inc. 880.02%0.07%0.16%Q4 2021Q3 20238
NORTHSTAR WEALTH PARTNERS LLC 530.10%0.53%0.99%Q1 2017Q1 20198
Perfromance Wealth Partners, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Ridgewood Investments LLC 880.14%0.20%0.26%Q3 2021Q2 20238
Karp Capital Management Corp 881.34%2.11%3.85%Q4 2014Q3 20168
Atria Wealth Solutions, Inc. 770.08%0.14%0.19%Q1 2022Q3 20238
LOEB PARTNERS CORP 880.15%0.30%0.43%Q2 2013Q1 20158
WealthTrust Fairport, LLC 320.00%0.00%0.00%Q2 2013Q3 20188
Parkside Financial Bank & Trust 880.02%0.02%0.03%Q3 2015Q2 20178
Powers Advisory Group, LLC 880.32%0.48%0.66%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.10%0.23%0.51%Q4 2021Q3 20238
Financial Network Wealth Management LLC 880.13%0.21%0.26%Q4 2020Q3 20228
Clarity Financial LLC 620.05%5.42%10.24%Q4 2020Q4 20228
RiverFront Investment Group, LLC 880.02%0.06%0.28%Q4 2021Q3 20238
Intercontinental Wealth Advisors, LLC 530.01%0.06%0.14%Q1 2017Q4 20198
WARNER FINANCIAL, INC 880.18%0.29%0.42%Q4 2021Q3 20238
ETF Store, Inc. 880.21%0.29%0.33%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.03%0.19%Q4 2021Q3 20238
Clal Insurance Enterprises Holdings Ltd 880.00%0.00%0.00%Q4 2014Q3 20168
Leicht Financial Planning & Wealth Management, Inc. 880.19%3.20%5.52%Q2 2018Q1 20208
Congress Wealth Management LLC / DE / 880.44%0.59%0.71%Q4 2021Q3 20238
Great Diamond Partners, LLC 510.20%0.98%1.46%Q1 2021Q3 20238
GFS Advisors, LLC 410.03%0.08%0.14%Q1 2016Q1 20228
Wagner Wealth Management, LLC 440.05%0.18%0.31%Q4 2017Q3 20228
Darwin Wealth Management, LLC 620.06%0.73%2.56%Q2 2016Q1 20208
Stonegate Investment Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.22%0.25%0.28%Q4 2021Q3 20238
ArrowMark Colorado Holdings LLC 440.10%0.22%0.53%Q1 2020Q1 20228
MKT Advisors LLC 880.30%0.36%0.46%Q4 2021Q3 20238
Clientfirst Wealth Management, LLC 881.18%1.42%2.12%Q4 2021Q3 20238
ANDERSON HOAGLAND & CO 880.56%0.85%1.81%Q2 2013Q1 20158
Wells Financial Advisors INC 880.09%0.09%0.10%Q4 2020Q3 20228
Sterling Financial Planning, Inc. 880.42%0.50%0.69%Q4 2020Q3 20228
Richwood Investment Advisors, LLC 880.84%0.95%1.10%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.22%0.28%0.34%Q4 2021Q3 20238
FirstPurpose Wealth LLC 881.35%3.58%5.86%Q4 2021Q3 20238
Guild Investment Management, Inc. 610.36%3.77%7.48%Q4 2014Q4 20208
Legacy Financial Strategies, LLC 710.07%0.11%0.19%Q2 2018Q3 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
BOSTON PRIVATE BANK & TRUST CO 880.07%0.08%0.13%Q2 2013Q1 20158
Addison Advisors LLC 880.01%0.04%0.07%Q4 2021Q3 20238
ASPIRIANT, LLC 530.02%0.26%0.44%Q1 2017Q3 20198
Beck Bode, LLC 610.01%0.61%0.84%Q3 2020Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.02%0.10%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.20%0.38%0.81%Q2 2013Q1 20158
JT Stratford LLC 530.16%0.18%0.20%Q2 2019Q2 20218
Hugh Johnson Advisors LLC 880.08%0.09%0.10%Q1 2015Q4 20168
Hanlon Investment Management, Inc. 881.71%2.42%2.90%Q3 2020Q2 20228
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 880.00%0.00%0.00%Q3 2021Q2 20238
First Allied Asset Management, Inc. 881.24%1.78%2.53%Q2 2013Q1 20158
Pensionmark Financial Group, LLC 530.05%0.10%0.15%Q2 2019Q4 20218
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 880.08%0.16%0.27%Q4 2015Q3 20178
DMC Group, LLC 880.23%0.44%0.57%Q4 2021Q3 20238
WULFF, HANSEN & CO. 880.51%0.58%0.66%Q4 2021Q3 20238
LOGAN CAPITAL MANAGEMENT INC 880.00%0.00%0.00%Q1 2021Q4 20228
Operose Advisors LLC 881.52%1.93%2.50%Q4 2021Q3 20238
CITY NATIONAL BANK 510.00%0.09%0.25%Q2 2013Q3 20158
WEST MICHIGAN ADVISORS, LLC 880.12%0.19%0.26%Q4 2021Q3 20238
Avidian Wealth Solutions, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.13%0.14%0.20%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 710.01%0.02%0.07%Q3 2021Q3 20238
Vigilant Capital Management, LLC 410.00%0.00%0.01%Q1 2014Q4 20198
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Future Financial Wealth Managment LLC 880.29%0.37%0.44%Q4 2020Q3 20228
EnTrustPermal Management LLC 882.37%3.18%4.15%Q1 2015Q4 20168
CARDIFF PARK ADVISORS, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
FIFTH THIRD SECURITIES, INC. 620.34%0.42%0.60%Q3 2021Q3 20238
Collaborative Wealth Managment Inc. 610.17%0.24%0.28%Q1 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 882.45%2.82%3.27%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Treynor Bancshares, Inc. 883.53%3.87%4.18%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.31%0.35%0.38%Q4 2021Q3 20238
REDMONT WEALTH ADVISORS LLC 881.21%2.64%5.10%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.02%0.10%0.39%Q4 2021Q3 20238
Orcam Financial Group 881.07%1.49%1.67%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.19%0.27%0.34%Q4 2021Q3 20238
CBIZ Investment Advisory Services, LLC 880.02%0.03%0.04%Q4 2019Q3 20218
YorkBridge Wealth Partners, LLC 880.00%0.00%0.01%Q4 2016Q3 20188
Fusion Family Wealth LLC 880.01%0.04%0.13%Q4 2016Q3 20188
Castleview Partners, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.06%0.20%0.36%Q4 2021Q3 20238
JB Capital LLC 880.02%0.07%0.10%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.38%0.93%1.57%Q4 2017Q3 20198
Banco Santander, S.A. 880.00%0.00%0.00%Q2 2019Q1 20218
EASTERLY INVESTMENT PARTNERS LLC 880.06%0.07%0.09%Q4 2021Q3 20238
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 510.01%0.07%0.15%Q4 2020Q3 20238
Wellington Shields Capital Management, LLC 320.01%0.06%0.15%Q2 2013Q3 20228
Wealthspire Advisors, LLC 610.01%0.01%0.03%Q1 2020Q3 20238
Asset Dedication, LLC 310.00%0.03%0.24%Q4 2015Q3 20238
Enterprise Trust & Investment Co 530.01%0.03%0.06%Q2 2019Q2 20228
City State Bank 880.38%0.79%1.64%Q4 2021Q3 20238
Benchmark Investment Advisors LLC 880.64%0.83%1.06%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.04%0.07%Q4 2021Q3 20238
Certified Advisory Corp 420.00%0.04%0.06%Q1 2020Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
Stone Point Wealth LLC 880.31%0.50%0.67%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
HFG Advisors, Inc. 881.36%2.06%2.48%Q4 2021Q3 20238
BERNZOTT CAPITAL ADVISORS 880.05%0.06%0.06%Q2 2014Q1 20168
DEARBORN CAPITAL MANAGEMENT LLC 882.51%5.69%7.33%Q4 2016Q3 20188
Banque Cantonale Vaudoise 880.00%0.00%0.01%Q4 2021Q3 20238
Navis Wealth Advisors, LLC 880.22%0.39%1.22%Q4 2020Q3 20228
Bouchey Financial Group Ltd 880.51%2.17%3.58%Q4 2013Q3 20158
Byrne Asset Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
CNO Financial Group, Inc. 449.18%12.81%17.83%Q4 2016Q4 20188
Finer Wealth Management, Inc. 881.29%1.90%2.52%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.20%0.68%1.98%Q3 2017Q2 20198
Bank of Kentucky, Inc. 880.24%0.27%0.31%Q2 2013Q1 20158
DIVIDEND ASSETS CAPITAL, LLC 880.00%0.02%0.03%Q2 2019Q1 20218
JCIC Asset Management Inc. 880.01%0.01%0.02%Q3 2014Q2 20168
ASSET ADVISORS CORP 420.00%0.12%0.58%Q2 2013Q3 20168
BALTIMORE CAPITAL MANAGEMENT, INC 710.63%0.67%0.72%Q1 2017Q1 20198
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.02%0.08%0.26%Q4 2018Q4 20217
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.02%0.02%0.03%Q1 2022Q3 20237
UNITED MARITIME CAPITAL LLC 770.32%1.07%2.55%Q4 2020Q2 20227
FOUNDERS BANK & TRUST 770.40%1.04%2.57%Q2 2013Q4 20147
Greytown Advisors Inc. 770.15%0.17%0.20%Q1 2022Q3 20237
9258 Wealth Management, LLC 210.05%0.10%0.20%Q4 2018Q4 20217
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.03%0.05%Q1 2022Q3 20237
BLODGETT WEALTH ADVISORS, LLC 771.01%2.25%3.12%Q4 2021Q2 20237
HRT FINANCIAL LP 310.03%0.26%0.70%Q3 2017Q3 20237
Maryland Capital Management 770.02%0.04%0.05%Q1 2021Q3 20227
Transform Wealth, LLC 430.06%0.12%0.19%Q4 2020Q3 20237
Glassman Wealth Services 610.00%0.00%0.00%Q2 2017Q3 20237
PROFFITT & GOODSON INC 520.01%0.03%0.05%Q4 2021Q3 20237
Financial Enhancement Group LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Man Group plc 770.00%0.01%0.02%Q2 2020Q4 20217
Connectus Wealth, LLC 770.01%0.14%0.27%Q1 2022Q3 20237
Blue Sky Asset Management, LLC 770.16%0.69%3.83%Q1 2017Q3 20187
SIMON QUICK ADVISORS, LLC 610.01%0.01%0.03%Q2 2019Q1 20227
Armor Investment Advisors, LLC 320.00%0.02%0.03%Q4 2016Q2 20227
Chemistry Wealth Management LLC 770.13%0.16%0.18%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.05%0.14%0.25%Q4 2021Q2 20237
Placemark Investments, Inc. 770.07%0.09%0.13%Q2 2013Q4 20147
McAdam, LLC 310.00%0.01%0.03%Q1 2018Q3 20237
South Shore Capital Advisors 770.24%0.42%0.48%Q1 2021Q3 20227
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 610.01%0.07%0.16%Q4 2021Q3 20237
GenTrust, LLC 770.04%0.08%0.11%Q4 2018Q2 20207
Beacon Financial Advisory LLC 610.10%0.12%0.22%Q4 2019Q2 20227
Regent Investment Management LLC 770.20%0.25%0.36%Q2 2013Q4 20147
TCG Advisors, LP 770.65%0.91%1.48%Q4 2018Q2 20207
AXXCESS WEALTH MANAGEMENT, LLC 520.01%0.04%0.08%Q4 2021Q3 20237
Ignite Planners, LLC 770.16%0.21%0.26%Q4 2021Q2 20237
H&H Retirement Design & Management INC 430.35%2.87%3.90%Q1 2020Q4 20217
SAWGRASS ASSET MANAGEMENT LLC 770.08%0.11%0.14%Q1 2022Q3 20237
MARSHALL WACE, LLP 410.00%0.05%0.19%Q3 2019Q1 20227
Baker Ellis Asset Management LLC 430.03%0.03%0.06%Q1 2017Q4 20197
Biltmore Capital Advisors LLC 771.61%1.98%2.38%Q1 2019Q3 20207
GODSEY & GIBB, INC 770.00%0.00%0.00%Q2 2021Q4 20227
Stratos Wealth Advisors, LLC 310.02%0.09%0.18%Q1 2020Q4 20227
REGATTA CAPITAL GROUP, LLC 770.09%0.11%0.14%Q4 2021Q2 20237
Raleigh Capital Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
AlphaCore Capital LLC 320.00%0.01%0.03%Q4 2019Q3 20237
Golden State Equity Partners 520.07%0.18%0.28%Q4 2020Q3 20237
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 430.00%0.03%0.18%Q2 2016Q3 20187
Compass Financial Group, Inc. 771.40%1.57%1.91%Q3 2020Q1 20227
Parisi Gray Wealth Management 610.02%0.03%0.04%Q4 2017Q2 20217
Redwood Investment Management, LLC 410.02%2.43%4.18%Q4 2017Q3 20237
Taylor & Morgan Wealth Management, LLC 770.16%0.23%0.30%Q4 2021Q2 20237
Merit Financial Group, LLC 510.01%0.03%0.08%Q3 2019Q2 20237
Tyler-Stone Wealth Management 520.10%0.12%0.15%Q4 2021Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 770.02%0.02%0.02%Q2 2013Q4 20147
Ironsides Asset Advisors, LLC 770.20%0.37%0.59%Q2 2014Q4 20157
AlphaCentric Advisors LLC 610.06%0.10%0.16%Q3 2020Q3 20237
MANAGED ACCOUNT ADVISORS LLC 770.00%0.01%0.02%Q4 2013Q2 20157
Levy Wealth Management Group, LLC 520.09%0.13%0.15%Q4 2021Q3 20237
HOLDERNESS INVESTMENTS CO 770.29%0.38%0.45%Q1 2017Q3 20187
MMA ASSET MANAGEMENT LLC 520.53%1.61%2.14%Q4 2020Q3 20237
Benchmark Wealth Management, LLC 770.17%0.28%0.54%Q4 2019Q2 20217
Archford Capital Strategies, LLC 310.00%0.01%0.02%Q1 2014Q3 20187
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
PETERSON WEALTH MANAGEMENT 431.16%1.72%2.39%Q2 2021Q1 20237
WESPAC Advisors, LLC 611.23%1.50%1.74%Q2 2013Q4 20167
Claybrook Capital, LLC 320.14%0.38%0.52%Q3 2020Q3 20237
Riggs Asset Managment Co. Inc. 770.01%0.02%0.02%Q2 2015Q4 20167
SOUTH GEORGIA CAPITAL, LLC 610.00%0.00%0.00%Q4 2013Q3 20157
MARATHON CAPITAL MANAGEMENT 770.06%0.08%0.10%Q2 2020Q4 20217
Triumph Capital Management 770.20%0.31%0.38%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.91%1.07%1.39%Q1 2022Q3 20237
HBC Financial Services, PLLC 430.00%1.32%9.26%Q4 2019Q3 20217
WealthPlan Investment Management, LLC 610.04%0.05%0.07%Q1 2022Q4 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.06%0.10%0.18%Q1 2021Q4 20227
BOSTON RESEARCH & MANAGEMENT INC 770.10%0.19%0.22%Q1 2022Q3 20237
INTRUST BANK NA 770.11%0.14%0.27%Q2 2013Q4 20147
L.M. KOHN & COMPANY 770.21%0.26%0.29%Q1 2022Q3 20237
DFPG INVESTMENTS, LLC 770.14%0.34%0.70%Q4 2018Q2 20207
Clearshares LLC 430.64%0.88%0.96%Q1 2020Q4 20217
Stokes Capital Advisors, LLC 770.10%0.27%0.60%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.08%0.09%0.10%Q2 2020Q4 20217
WFA of San Diego, LLC 210.05%0.08%0.09%Q2 2020Q3 20237
Bensler, LLC 770.14%0.22%0.27%Q1 2022Q3 20237
Edge Advisors, LLC 770.03%0.04%0.06%Q4 2016Q2 20187
JANUS HENDERSON GROUP PLC 610.01%0.02%0.03%Q4 2016Q3 20187
KEMPER Corp 771.40%17.90%94.64%Q2 2021Q4 20227
Quad-Cities Investment Group, LLC 770.13%0.18%0.28%Q1 2018Q3 20197
Concord Wealth Partners 430.01%0.01%0.02%Q4 2021Q3 20237
Houlihan Financial Resource Group, Ltd. 312.55%3.71%5.29%Q4 2019Q3 20237
Lion Street Advisors, LLC 410.02%0.33%0.40%Q1 2020Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.21%0.37%0.85%Q2 2013Q4 20147
Cowen Prime Services LLC 770.01%0.01%0.01%Q2 2013Q4 20147
HIGHLAND CAPITAL MANAGEMENT, LLC 770.05%0.06%0.07%Q2 2013Q4 20147
All Season Financial Advisors, Inc. 410.93%2.35%3.66%Q3 2021Q3 20237
Ascendant Capital Management, LLC 511.55%3.95%5.73%Q4 2020Q1 20237
RS CRUM INC. 775.20%9.38%13.89%Q4 2021Q2 20237
GREAT VALLEY ADVISOR GROUP, INC. 610.01%0.02%0.04%Q3 2021Q3 20237
NORTHERN CAPITAL MANAGEMENT LLC 770.38%0.58%0.76%Q2 2013Q4 20147
United Capital Management of KS, Inc. 771.72%2.25%2.87%Q3 2018Q1 20207
BROWN ADVISORY INC 770.00%0.00%0.00%Q1 2022Q3 20237
SOL Capital Management CO 430.05%0.09%0.16%Q1 2017Q3 20237
Windham Capital Management, LLC 320.02%0.16%0.40%Q2 2013Q3 20237
CUTLER INVESTMENT COUNSEL LLC 770.07%0.08%0.10%Q1 2022Q3 20237
Aft, Forsyth & Sober, LLC 310.00%5.19%17.19%Q2 2013Q4 20167
HAZLETT, BURT & WATSON, INC. 770.04%0.07%0.10%Q1 2022Q3 20237
BTS Asset Management, Inc. 770.01%1.83%8.81%Q2 2019Q4 20207
Keebeck Wealth Management, LLC 610.04%3.10%5.74%Q4 2019Q2 20227
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Meridian Wealth Advisors, LLC 770.23%0.36%0.42%Q2 2020Q4 20217
JNBA Financial Advisors 310.00%0.02%0.10%Q2 2013Q1 20237
Strategic Point Investment Advisors, LLC 774.90%18.61%98.28%Q2 2016Q4 20177
Fortis Capital Management LLC 770.11%0.84%2.22%Q1 2022Q3 20237
FMA ADVISORY INC 410.21%0.34%0.58%Q1 2014Q4 20207
Mariner Wealth Advisors-Cincinnati, LLC 770.02%0.05%0.07%Q4 2015Q2 20177
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 610.00%0.01%0.04%Q4 2019Q3 20227
JANUS HENDERSON INVESTORS US LLC 520.00%0.01%0.02%Q1 2015Q1 20177
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.02%Q1 2022Q3 20237
Stadion Money Management, LLC 770.02%0.05%0.14%Q1 2014Q3 20157
Klingman & Associates, LLC 770.59%0.69%0.77%Q4 2014Q2 20167
BANK HAPOALIM BM 610.06%0.12%0.16%Q4 2013Q3 20187
My Legacy Advisors, LLC 770.18%0.32%0.45%Q1 2022Q3 20237
Venturi Wealth Management, LLC 310.00%0.33%1.76%Q4 2018Q3 20237
PRIVATE TRUST CO NA 660.09%0.10%0.13%Q2 2022Q3 20236
RB Capital Management, LLC 660.00%0.19%0.27%Q1 2017Q2 20186
Allegis Investment Advisors, LLC 420.13%0.33%1.05%Q4 2015Q1 20186
KMS FINANCIAL SERVICES, INC 660.10%0.18%0.30%Q2 2013Q3 20146
B & T Capital Management DBA Alpha Capital Management 660.38%0.44%0.59%Q2 2013Q3 20146
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TEXAS CAPITAL BANCSHARES INC/TX 660.98%1.54%1.83%Q4 2013Q1 20156
Centric Wealth Management 660.60%0.97%1.35%Q4 2020Q1 20226
Newport Capital Group, LLC 661.01%1.13%1.23%Q4 2020Q1 20226
First Capital Advisors Group, LLC. 660.12%0.21%0.35%Q4 2016Q1 20186
Lenox Wealth Management, Inc. 660.00%0.00%0.00%Q4 2015Q1 20176
Bruderman Asset Management, LLC 510.02%0.03%0.04%Q2 2017Q1 20196
Golden State Wealth Management, LLC 330.07%0.13%0.17%Q1 2019Q3 20206
RATIONAL ADVISORS LLC 410.01%0.20%0.63%Q2 2011Q4 20186
ALESCO ADVISORS LLC 510.01%0.01%0.01%Q4 2020Q3 20226
Elk River Wealth Management, LLC 660.12%0.19%0.25%Q4 2020Q1 20226
Prestige Wealth Management Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Chicago Capital, LLC 660.01%0.03%0.06%Q1 2018Q2 20196
COMPASS FINANCIAL ADVISORS LLC 660.88%1.02%1.14%Q4 2021Q1 20236
Vigilare Wealth Management 510.15%0.21%0.30%Q4 2020Q4 20236
Shilanski & Associates, Inc. 660.55%0.62%0.75%Q1 2021Q2 20226
Raub Brock Capital Management LP 660.15%0.19%0.25%Q3 2020Q4 20216
Aevitas Wealth Management, Inc. 660.11%0.14%0.18%Q4 2017Q1 20196
US FINANCIAL ADVISORS, LLC 660.01%0.27%0.47%Q4 2014Q1 20166
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.02%Q2 2022Q3 20236
HB Wealth Management, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Taconic Capital Advisors LP 420.03%0.19%0.76%Q2 2021Q2 20236
WHITENER CAPITAL MANAGEMENT, INC. 510.01%0.07%0.12%Q4 2017Q3 20196
Latitude Advisors, LLC 660.15%0.66%1.08%Q4 2020Q1 20226
CAROLINAS WEALTH CONSULTING LLC 660.01%0.02%0.03%Q1 2020Q2 20216
Azimuth Capital Investment Management LLC 660.04%0.10%0.21%Q2 2022Q3 20236
Waverly Advisors, LLC 310.02%0.07%0.10%Q3 2014Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.76%0.84%1.00%Q2 2013Q3 20146
LOWE BROCKENBROUGH & CO INC 660.03%0.03%0.04%Q3 2019Q4 20206
OLD MISSION CAPITAL LLC 310.01%0.24%0.65%Q4 2017Q2 20236
Fisher Asset Management, LLC 310.00%0.00%0.00%Q2 2017Q4 20206
Commonwealth Financial Services, LLC 420.01%0.03%0.09%Q4 2014Q2 20166
Covington Capital Management 420.00%0.00%0.00%Q3 2017Q1 20226
SWS Partners 420.01%0.10%0.17%Q4 2017Q3 20236
Wedmont Private Capital 510.04%0.09%0.20%Q4 2021Q3 20236
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Kohmann Bosshard Financial Services, LLC 510.10%0.20%0.34%Q1 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.03%0.04%0.05%Q4 2017Q1 20196
Householder Group Estate & Retirement Specialist, LLC 410.08%0.18%0.28%Q4 2021Q3 20236
1900 WEALTH MANAGEMENT LLC 660.02%0.07%0.11%Q4 2020Q1 20226
Innova Wealth Partners 660.16%0.19%0.22%Q4 2020Q1 20226
Karn, Couzens & Associates, Inc. 660.24%0.46%0.62%Q4 2020Q1 20226
KilterHowling LLC 420.22%0.33%0.41%Q4 2021Q2 20236
Corsicana & Co. 660.02%0.02%0.02%Q2 2021Q3 20226
SS&H Financial Advisors, Inc. 510.56%1.10%1.74%Q1 2022Q3 20236
Southern Wealth Management, LLP 660.10%0.12%0.14%Q4 2020Q1 20226
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.01%Q4 2014Q2 20176
IPG Investment Advisors LLC 310.04%0.18%0.32%Q3 2014Q4 20216
Berkeley Capital Partners, LLC 410.09%0.12%0.18%Q4 2015Q1 20226
InterOcean Capital Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Objective Capital Management, LLC 420.20%0.35%0.44%Q4 2021Q3 20236
Estate Counselors, LLC 510.08%0.28%0.41%Q2 2013Q4 20156
1919 Investment Counsel, LLC 660.09%0.10%0.11%Q2 2013Q3 20146
Worth Asset Management, LLC 660.10%0.23%0.37%Q1 2022Q2 20236
Stifel Trust Company, N.A. 660.01%0.01%0.01%Q2 2013Q3 20146
Capital Wealth Planning, LLC 510.01%0.02%0.02%Q2 2019Q4 20206
Costello Asset Management, INC 660.00%0.00%0.00%Q4 2021Q1 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.01%0.06%0.09%Q1 2022Q2 20236
Arcus Capital Partners, LLC 510.00%0.56%0.73%Q4 2016Q4 20226
Sunflower Bank, N.A. 660.03%0.06%0.09%Q4 2020Q1 20226
McAdams Wright Ragen, Inc. 660.01%0.07%0.20%Q2 2013Q3 20146
Anson Capital, Inc. 660.60%3.68%5.36%Q4 2021Q1 20236
Paulson Wealth Management Inc. 410.07%1.29%2.58%Q4 2017Q3 20216
OAK FAMILY ADVISORS, LLC 660.08%0.28%0.48%Q4 2020Q1 20226
Birchcreek Wealth Management, LLC 660.15%0.20%0.23%Q4 2020Q1 20226
McIlrath & Eck, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
Sharkey, Howes & Javer 510.02%0.02%0.02%Q1 2015Q3 20166
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Orion Capital Management LLC 660.30%0.75%0.89%Q4 2020Q1 20226
Round Rock Advisors, LLC 660.09%0.16%0.23%Q4 2020Q1 20226
Baker Avenue Asset Management, LP 420.00%0.22%0.57%Q4 2014Q3 20236
Human Investing LLC 660.01%0.01%0.01%Q4 2018Q1 20206
Nuveen Asset Management, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Lloyd Advisory Services, LLC. 510.01%0.14%0.72%Q2 2020Q1 20226
Prairiewood Capital, LLC 661.80%2.15%2.98%Q2 2022Q3 20236
Kozak & Associates, Inc. 660.00%0.00%0.01%Q3 2021Q4 20226
Tortoise Investment Management, LLC 510.01%0.01%0.01%Q1 2017Q1 20236
GoalVest Advisory LLC 330.01%0.41%0.80%Q4 2020Q3 20226
D L CARLSON INVESTMENT GROUP INC 550.07%0.08%0.09%Q4 2015Q4 20165
TITLEIST CAPITAL, LLC 550.05%0.30%0.54%Q4 2021Q4 20225
First Citizens Financial Corp 410.20%1.04%1.76%Q4 2019Q3 20225
Roger Wittlin Investment Advisory, LLC 550.58%1.43%3.97%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.16%0.22%0.32%Q4 2016Q4 20175
LILLEY & CO 550.12%0.18%0.25%Q2 2013Q2 20145
WESTPORT RESOURCES MANAGEMENT INC 550.01%0.31%1.54%Q2 2013Q2 20145
MayTech Global Investments, LLC 550.21%0.29%0.37%Q2 2021Q2 20225
Financial Partners Group, Inc 410.12%4.00%5.47%Q4 2017Q3 20235
Colonial Trust Advisors 550.01%0.01%0.02%Q3 2022Q3 20235
Global Assets Advisory, LLC 551.84%2.24%2.75%Q3 2022Q3 20235
Ruggie Capital Group 310.01%0.03%0.05%Q4 2014Q4 20185
Colonial Trust Co / SC 550.04%0.06%0.08%Q3 2022Q3 20235
MTM Investment Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Pacific Wealth Strategies Group, Inc. 410.11%0.13%0.14%Q1 2019Q3 20205
Leelyn Smith, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
TDAM USA INC. 550.01%0.01%0.01%Q1 2015Q1 20165
Windsor Creek Advisors, LLC 550.30%0.51%0.75%Q4 2019Q4 20205
Curi Wealth Management, LLC 550.15%0.28%0.39%Q4 2020Q4 20215
FAIRFIELD, BUSH & CO. 210.03%0.06%0.08%Q4 2016Q2 20235
Thomas J. Herzfeld Advisors, Inc. 320.03%0.04%0.06%Q1 2018Q4 20195
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.01%0.02%Q4 2019Q2 20235
WEALTHFRONT Corp 550.00%0.00%0.00%Q3 2014Q3 20155
CABANA LLC 210.01%5.18%9.48%Q4 2018Q2 20215
Personal Wealth Partners 410.03%0.26%0.51%Q1 2019Q2 20215
Carl P. Sherr & Co., LLC 210.13%0.15%0.16%Q4 2021Q2 20235
DELTA ASSET MANAGEMENT LLC/TN 210.00%0.00%0.00%Q4 2013Q4 20225
First Command Financial Services, Inc. 550.00%0.01%0.03%Q4 2020Q4 20215
First Command Bank 550.00%0.01%0.03%Q4 2020Q4 20215
ROMANO BROTHERS AND COMPANY 550.11%0.17%0.21%Q3 2022Q3 20235
Advanced Asset Management Advisors Inc 410.01%0.01%0.01%Q4 2019Q4 20225
GABLES CAPITAL MANAGEMENT INC. 410.00%0.00%0.01%Q1 2019Q3 20235
CAPITAL MANAGEMENT ASSOCIATES /NY/ 550.08%0.10%0.10%Q1 2022Q1 20235
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 210.15%0.21%0.28%Q4 2021Q2 20235
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q4 2015Q2 20185
Fairhaven Wealth Management, LLC 551.14%1.40%2.00%Q4 2018Q4 20195
MinichMacGregor Wealth Management, LLC 310.00%1.73%2.95%Q3 2017Q4 20225
Hennion & Walsh Asset Management, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
Firestone Capital Management 410.01%0.05%0.06%Q4 2019Q3 20215
Royal Fund Management, LLC 310.00%0.01%0.03%Q4 2016Q2 20195
STRATTON MANAGEMENT CO 550.02%0.06%0.10%Q4 2014Q4 20155
RESOLUTE FINANCIAL, LLC 550.20%0.29%0.56%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.10%0.15%0.25%Q4 2021Q4 20225
PATHSTONE FAMILY OFFICE, LLC 210.00%0.02%0.06%Q2 2013Q3 20235
Long Wharf Investors, Inc. 550.50%0.90%1.42%Q2 2013Q2 20145
Highview Capital Management LLC/DE/ 550.20%0.77%1.36%Q4 2021Q4 20225
Penn Mutual Asset Management, LLC 412.07%3.29%7.53%Q1 2020Q3 20235
Tempus Wealth Planning, LLC 320.09%0.12%0.16%Q2 2021Q3 20235
Westshore Wealth, LLC 550.43%1.83%3.77%Q2 2022Q2 20235
Family Capital Trust Co 550.01%0.03%0.05%Q2 2013Q2 20145
Danda Trouve Investment Management, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Total Clarity Wealth Management, Inc. 210.00%0.02%0.08%Q4 2019Q2 20225
Argentus Capital Management, LLC 550.24%0.77%2.33%Q3 2015Q3 20165
Clear Harbor Asset Management, LLC 210.00%0.04%0.11%Q2 2014Q3 20205
Resurgent Financial Advisors LLC 210.01%0.12%0.23%Q4 2021Q3 20235
Bangor Savings Bank 410.01%0.09%0.13%Q2 2013Q2 20225
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
CoreCap Advisors, LLC 550.04%0.04%0.06%Q4 2021Q4 20225
TPB WEALTH ADVISORS 550.54%0.89%1.29%Q1 2021Q1 20225
Virtu Financial LLC 210.01%0.04%0.08%Q3 2017Q2 20195
Global Wealth Strategies & Associates 550.00%0.48%2.36%Q4 2022Q4 20235
Ascent Group, LLC 550.03%0.03%0.04%Q4 2021Q4 20225
McNamara Financial Services, Inc. 551.23%1.35%1.46%Q4 2014Q4 20155
Gupta Wealth Management LLC 550.08%0.16%0.35%Q1 2015Q1 20165
NEVILLE RODIE & SHAW INC 550.10%0.19%0.41%Q2 2013Q2 20145
PROTECTIVE LIFE CORP 5525.81%28.17%29.78%Q3 2018Q3 20195
Spectrum Management Group, LLC 210.00%0.02%0.03%Q4 2015Q3 20215
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.00%0.00%Q3 2017Q4 20195
Castle Rock Wealth Management, LLC 410.15%0.36%0.62%Q4 2017Q2 20205
Gemmer Asset Management LLC 210.00%0.01%0.02%Q1 2017Q1 20205
High Net Worth Advisory Group LLC 550.02%0.03%0.04%Q4 2021Q4 20225
SELDON CAPITAL LP 550.06%0.24%0.47%Q4 2021Q4 20225
FIRST HORIZON CORP 410.03%0.05%0.08%Q2 2013Q2 20215
San Luis Wealth Advisors LLC 210.18%2.28%3.94%Q4 2020Q2 20235
Truepoint, Inc. 550.03%0.06%0.08%Q4 2016Q4 20175
Missouri Trust & Investment Co 550.01%0.01%0.02%Q4 2021Q4 20225
Geneva Partners, LLC 410.27%1.19%1.90%Q2 2016Q2 20185
Qube Research & Technologies Ltd 210.00%0.03%0.13%Q3 2020Q1 20235
BARRETT & COMPANY, INC. 550.27%0.33%0.37%Q3 2022Q3 20235
Bouvel Investment Partners, LLC 550.87%1.29%1.66%Q3 2022Q3 20235
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.02%0.02%0.03%Q2 2020Q4 20215
MACQUARIE GROUP LTD 410.00%0.00%0.00%Q3 2013Q4 20195
State of New Jersey Common Pension Fund D 550.19%0.22%0.29%Q3 2016Q3 20175
Smart Portfolios, LLC 550.06%0.07%0.08%Q1 2018Q1 20195
True Link Financial Advisors, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Balboa Wealth Partners 550.11%0.16%0.24%Q3 2022Q3 20235
Slocum, Gordon & Co LLP 440.02%0.02%0.02%Q4 2022Q3 20234
Sunnymeath Asset Management, Inc. 310.02%0.04%0.04%Q4 2015Q4 20164
Hillsdale Investment Management Inc. 440.11%0.19%0.30%Q2 2014Q1 20154
FIDUCIARY TRUST INTERNATIONAL LLC 440.06%0.08%0.11%Q2 2019Q1 20204
Capital Directions Investment Advisors, LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Sterneck Capital Management, LLC 440.19%0.20%0.20%Q4 2022Q3 20234
Geller Advisors LLC 440.04%0.04%0.04%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 110.01%0.05%0.16%Q4 2018Q1 20234
Freedom Day Solutions, LLC 440.21%0.76%1.16%Q4 2022Q3 20234
Diversified Trust Co 210.01%0.02%0.04%Q3 2017Q2 20234
PALISADE CAPITAL MANAGEMENT, LP 210.04%0.04%0.05%Q4 2021Q1 20234
Savant Capital, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Live Your Vision, LLC 210.00%0.01%0.02%Q2 2017Q1 20194
Palogic Value Management, L.P. 440.28%0.30%0.32%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 210.01%0.08%0.14%Q2 2017Q4 20194
J. W. Coons Advisors, LLC 310.06%0.07%0.07%Q4 2021Q3 20234
Visionary Asset Management, Inc. 310.08%0.12%0.14%Q3 2013Q4 20184
Kistler-Tiffany Companies, LLC 440.01%0.09%0.17%Q2 2013Q1 20144
Glaxis Capital Management, LLC 210.57%2.26%5.77%Q3 2017Q3 20234
ALETHEA CAPITAL MANAGEMENT, LLC 440.45%0.54%0.62%Q1 2015Q4 20154
First National Bank of Hutchinson 310.08%0.11%0.12%Q3 2018Q4 20194
Yorktown Management & Research Co Inc 440.43%1.16%2.00%Q4 2015Q3 20164
Braver Wealth Management, LLC 440.40%0.70%1.55%Q1 2016Q4 20164
Advisors Asset Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Janney Capital Management LLC 210.02%0.23%0.38%Q1 2016Q4 20224
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Tuttle Capital Management, LLC 211.21%2.47%5.83%Q1 2014Q4 20164
MILES CAPITAL, INC. 440.20%0.21%0.23%Q2 2019Q1 20204
Horan Capital Advisors, LLC. 210.01%0.01%0.03%Q3 2017Q3 20204
Balentine LLC 310.00%0.00%0.00%Q1 2021Q4 20224
MRA Associates USA LLC 440.46%0.95%1.40%Q4 2018Q3 20194
Kernodle & Katon Asset Management Group, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
INVESTORS TRUST INC 220.31%1.22%2.11%Q2 2013Q3 20144
Parasol Investment Management, LLC 440.15%0.17%0.19%Q3 2013Q2 20144
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Crosspoint Capital Strategies, LLC 220.01%0.28%1.03%Q4 2013Q4 20154
Tarbox Family Office, Inc. 210.01%0.02%0.03%Q1 2017Q3 20214
Shoker Investment Counsel, Inc. 440.32%0.34%0.36%Q4 2014Q3 20154
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.03%0.04%Q4 2016Q2 20234
Anfield Capital Management, LLC 210.01%0.94%1.45%Q4 2019Q3 20214
Abacus Planning Group, Inc. 440.07%0.07%0.08%Q4 2022Q3 20234
Probabilities Fund Management, LLC 440.26%0.39%0.56%Q4 2017Q3 20184
BlueCrest Capital Management Ltd 220.01%0.15%0.45%Q3 2021Q3 20234
Burt Wealth Advisors 310.00%0.01%0.02%Q1 2015Q1 20164
J.P. Turner & Co Capital Mnagement, LLC 440.37%0.39%0.42%Q4 2014Q3 20154
Insight Wealth Partners, LLC 440.06%0.11%0.24%Q4 2022Q3 20234
QCM Cayman, Ltd. 440.22%0.70%1.20%Q4 2020Q3 20214
SG3 Management, LLC 110.05%0.42%1.08%Q1 2019Q1 20224
NOMURA HOLDINGS INC 210.00%0.00%0.01%Q2 2013Q1 20174
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Price Capital Management, Inc. 210.81%23.55%56.17%Q1 2019Q3 20214
DAVIDSON INVESTMENT ADVISORS 210.00%0.27%0.55%Q1 2015Q3 20234
Otter Creek Advisors, LLC 220.48%2.26%3.27%Q4 2016Q4 20174
Western Asset Management Company, LLC 441.78%2.87%3.76%Q3 2015Q2 20164
MISSION WEALTH MANAGEMENT, LP 310.02%0.03%0.03%Q4 2019Q3 20234
Bridgewater Wealth & Financial Management, LLC 440.17%0.22%0.24%Q1 2016Q4 20164
Cleary Gull Holdings Inc. 441.25%1.56%1.74%Q2 2015Q1 20164
Stuart Chaussee & Associates, Inc. 315.44%20.53%58.46%Q2 2017Q3 20184
CETERA INVESTMENT MANAGEMENT LLC 441.33%1.63%1.77%Q4 2015Q3 20164
VALLEY FINANCIAL MANAGEMENT, INC. 440.40%0.52%0.67%Q3 2022Q2 20234
Whitegate Investment Counselors, Inc. 440.04%0.04%0.05%Q4 2020Q3 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.01%0.07%0.10%Q4 2017Q3 20184
KHP Capital, LLC 441.95%2.07%2.18%Q4 2017Q3 20184
PERSONAL CFO SOLUTIONS, LLC 440.04%0.04%0.04%Q1 2021Q4 20214
Capital One Investing, Inc. 440.61%0.96%1.12%Q4 2018Q3 20194
Bridgeworth, LLC 310.05%0.11%0.15%Q4 2016Q2 20184
VILLERE ST DENIS J & CO LLC 440.02%0.02%0.02%Q1 2022Q4 20224
WP Advisors, LLC 447.00%7.61%8.37%Q4 2016Q3 20174
Narus Financial Partners, LLC 440.34%0.37%0.41%Q4 2016Q3 20174
Black Swift Group, LLC 440.38%1.01%1.55%Q1 2020Q4 20204
Clear Perspective Advisors, LLC 220.00%0.00%0.00%Q4 2016Q4 20174
DOHENY ASSET MANAGEMENT /CA 440.11%0.12%0.14%Q3 2013Q2 20144
HARBOR ADVISORY CORP /MA/ 440.86%0.90%0.95%Q4 2022Q3 20234
Townsend & Associates, Inc 440.57%1.45%2.38%Q4 2022Q3 20234
SSI INVESTMENT MANAGEMENT LLC 440.03%0.17%0.52%Q1 2015Q4 20154
55I, LLC 440.01%0.03%0.04%Q2 2021Q1 20224
Biltmore Family Office, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
STRATEGIC CAPITAL ADVISERS, INC. 440.21%0.22%0.23%Q3 2021Q2 20224
Q3 Asset Management 210.34%1.85%3.96%Q3 2019Q3 20214
F3Logic, LLC 310.02%0.29%0.40%Q1 2018Q3 20204
CX Institutional 210.00%0.04%0.08%Q2 2018Q2 20224
Integris Wealth Management, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Essex Savings Bank 310.05%0.08%0.12%Q4 2018Q2 20204
MIRSKY FINANCIAL MANAGEMENT CORP. 440.15%0.19%0.30%Q1 2021Q4 20214
Hoover Financial Advisors, Inc. 440.02%0.05%0.10%Q3 2020Q2 20214
Nalls Sherbakoff Group, LLC 310.05%0.07%0.11%Q4 2018Q3 20234
Bay Harbor Wealth Management, LLC 210.00%0.02%0.04%Q4 2018Q4 20204
NORRIS PERNE & FRENCH LLP/MI 310.02%0.02%0.03%Q4 2020Q3 20224
Cornerstone Wealth Group, LLC 440.65%0.70%0.77%Q1 2019Q4 20194
WT Wealth Management 220.16%0.35%0.71%Q3 2019Q4 20204
Arden Trust Co 440.03%0.04%0.05%Q2 2019Q1 20204
TCF National Bank 440.03%0.04%0.06%Q3 2019Q2 20204
Relyea Zuckerberg Hanson LLC 440.35%0.48%0.66%Q4 2021Q3 20224
Americana Partners, LLC 310.05%0.09%0.16%Q3 2021Q3 20224
Capital Square, LLC 310.09%0.23%0.30%Q1 2020Q2 20234
Modus Advisors, LLC 441.53%1.57%1.59%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 210.04%0.05%0.06%Q4 2020Q3 20224
AMJ Financial Wealth Management 440.30%1.71%2.26%Q1 2021Q4 20214
TOBIAS FINANCIAL ADVISORS, INC. 310.04%2.91%3.98%Q4 2019Q3 20234
Wealth Quarterback LLC 220.13%0.17%0.19%Q4 2019Q3 20214
REBALANCE, LLC 441.38%1.45%1.52%Q4 2022Q3 20234
Live Oak Investment Partners 440.13%0.18%0.23%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 210.06%0.09%0.16%Q4 2019Q2 20234
RITTER DANIHER FINANCIAL ADVISORY LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Greystone Financial Group, LLC 442.19%2.70%3.70%Q4 2021Q3 20224
ADE, LLC 440.03%0.03%0.03%Q4 2020Q3 20214
Wealth Dimensions Group, Ltd. 220.15%0.19%0.22%Q1 2021Q2 20234
Coppell Advisory Solutions LLC 210.01%0.45%1.80%Q4 2020Q3 20234
SOA Wealth Advisors, LLC. 440.01%0.01%0.01%Q4 2020Q3 20214
Better Money Decisions, LLC 310.04%0.05%0.05%Q1 2021Q2 20224
Benedetti & Gucer, Inc. 440.56%0.64%0.72%Q1 2021Q4 20214
Keystone Wealth Services, LLC 440.22%0.24%0.27%Q4 2022Q3 20234
Bank of New Hampshire 440.01%0.01%0.01%Q4 2022Q3 20234
Derbend Asset Management 440.34%0.35%0.36%Q2 2021Q1 20224
Twelve Points Wealth Management LLC 440.28%0.50%0.74%Q4 2022Q3 20234
Family Investment Center, Inc. 440.99%8.33%11.07%Q4 2022Q3 20234
Wayfinding Financial, LLC 311.72%2.41%2.97%Q3 2022Q3 20234
Amplius Wealth Advisors, LLC 440.05%0.06%0.06%Q4 2021Q3 20224
TAGStone Capital, Inc. 310.25%0.30%0.42%Q3 2022Q3 20234
PayPay Securities Corp 440.10%0.13%0.16%Q4 2022Q3 20234
Mid-American Wealth Advisory Group, Inc. 220.50%2.53%4.64%Q4 2021Q3 20234
Financial Futures Ltd Liability Co. 440.31%1.80%5.04%Q1 2022Q4 20224
KARLINSKI ANDREW C 440.43%0.81%1.49%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.09%0.12%0.19%Q4 2022Q3 20234
KFG WEALTH MANAGEMENT, LLC 440.18%0.22%0.29%Q4 2022Q3 20234
Quantum Financial Advisors, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Carr Financial Group Corp 440.33%0.41%0.53%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.26%0.59%0.96%Q4 2021Q3 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.12%0.25%0.64%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.11%0.12%0.14%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.17%0.23%Q4 2022Q3 20234
Triasima Portfolio Management inc. 440.02%0.02%0.02%Q4 2020Q3 20214
GDS Wealth Management 441.35%1.44%1.55%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.06%0.15%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.33%0.40%0.45%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.08%0.10%0.10%Q4 2022Q3 20234
Kades & Cheifetz LLC 443.89%4.04%4.26%Q4 2022Q3 20234
Sharper & Granite LLC 440.94%1.11%1.21%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.01%0.15%0.48%Q4 2022Q3 20234
JDM Financial Group LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Family Asset Management, LLC 440.03%0.12%0.21%Q4 2022Q3 20234
SP Asset Management LLC 443.40%4.14%5.11%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.33%0.34%0.35%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.12%0.18%0.22%Q4 2022Q3 20234
HF Advisory Group, LLC 440.34%0.36%0.38%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Core Wealth Partners LLC 440.29%0.36%0.48%Q4 2022Q3 20234
Michelson Medical Research Foundation, Inc. 441.62%1.78%2.01%Q4 2022Q3 20234
VIAWEALTH, LLC 440.57%0.81%0.97%Q4 2022Q3 20234
BOS Asset Management, LLC 443.55%3.83%4.18%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.52%0.96%1.26%Q1 2023Q4 20234
Farther Finance Advisors, LLC 440.11%0.14%0.18%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.88%0.95%1.08%Q4 2022Q3 20234
DOW CHEMICAL CO /DE/ 445.65%17.92%32.84%Q2 2021Q1 20224
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.01%Q2 2013Q1 20174
SMITH CHAS P & ASSOCIATES PA CPAS 312.70%2.83%2.94%Q2 2021Q2 20224
VAN STRUM & TOWNE INC. 310.09%0.21%0.28%Q4 2021Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.39%0.62%0.76%Q2 2017Q1 20184
BOSTON ADVISORS LLC 220.01%0.01%0.01%Q2 2016Q4 20174
HORIZON KINETICS ASSET MANAGEMENT LLC 440.02%0.03%0.04%Q1 2019Q4 20194
SYM FINANCIAL Corp 440.02%0.02%0.02%Q4 2017Q3 20184
PENN MUTUAL LIFE INSURANCE CO 448.63%9.48%11.28%Q4 2014Q3 20154
SADOFF INVESTMENT MANAGEMENT LLC 441.62%1.68%1.74%Q4 2021Q3 20224
ROOSEVELT INVESTMENT GROUP LLC 440.05%0.06%0.09%Q4 2020Q3 20214
NOVARE CAPITAL MANAGEMENT LLC 440.04%0.40%0.73%Q3 2021Q2 20224
EXCHANGE TRADED CONCEPTS, LLC 333.31%3.81%4.40%Q4 2020Q2 20213
CHILTON INVESTMENT CO INC. 210.02%0.02%0.02%Q4 2014Q4 20153
ROBINSON CAPITAL MANAGEMENT, LLC 330.36%0.60%0.96%Q1 2017Q3 20173
Kingsbury Capital Investment Advisors LLC 330.48%0.60%0.78%Q1 2022Q3 20223
Vestmark Advisory Solutions, Inc. 330.20%0.22%0.24%Q2 2022Q4 20223
Independent Advisor Alliance 110.02%0.09%0.17%Q1 2017Q4 20203
Rice Partnership, LLC 110.00%0.02%0.06%Q2 2020Q4 20213
Blue Granite Capital, LLC 330.03%0.08%0.10%Q2 2017Q4 20173
Lansing Street Advisors 330.01%0.04%0.08%Q1 2022Q3 20223
Platte River Wealth Advisors, LLC 330.15%0.18%0.22%Q2 2021Q4 20213
MARK SHEPTOFF FINANCIAL PLANNING, LLC 210.01%0.03%0.05%Q3 2015Q1 20183
Fortune 45 LLC 330.27%0.48%0.59%Q4 2021Q2 20223
Mitsubishi UFJ Trust & Banking Corp 210.00%0.00%0.00%Q4 2019Q4 20203
Summit Financial, LLC 330.02%0.10%0.14%Q1 2023Q3 20233
LITTLE HOUSE CAPITAL LLC 331.49%1.55%1.61%Q2 2021Q4 20213
Palo Capital, Inc. 210.65%0.69%0.76%Q1 2018Q4 20183
Nilsine Partners, LLC 330.20%0.20%0.21%Q1 2023Q3 20233
Tradewinds Capital Management, LLC 210.00%0.00%0.01%Q3 2015Q4 20173
Elite Wealth Management, Inc. 210.00%0.02%0.03%Q1 2013Q2 20143
Benchmark Capital Advisors 330.16%0.18%0.19%Q2 2017Q4 20173
First Personal Financial Services 330.01%0.01%0.01%Q4 2017Q2 20183
ROBERTSON STEPHENS ADVISORS LLC 330.51%0.59%0.65%Q1 2017Q3 20173
DENVER WEALTH MANAGEMENT, INC. 110.21%0.22%0.24%Q1 2021Q2 20223
USCA RIA LLC 330.03%0.03%0.03%Q4 2020Q2 20213
HILL ISLAND FINANCIAL LLC 210.08%0.10%0.13%Q4 2021Q4 20223
Pallas Capital Advisors LLC 330.03%0.65%1.14%Q1 2023Q3 20233
Hedeker Wealth, LLC 330.38%0.41%0.44%Q3 2021Q1 20223
Bridgewealth Advisory Group, LLC 330.35%0.41%0.46%Q4 2022Q2 20233
HERBST GROUP, LLC 330.61%0.65%0.67%Q4 2021Q2 20223
Carson Advisory Inc. 330.22%0.22%0.23%Q1 2023Q3 20233
Lloyd Park, LLC 210.20%0.29%0.35%Q4 2021Q3 20223
MATHER GROUP, LLC. 330.01%0.03%0.04%Q2 2020Q4 20203
Squarepoint Ops LLC 210.01%0.06%0.15%Q2 2016Q2 20173
AHL INVESTMENT MANAGEMENT, INC. 330.48%0.88%1.67%Q4 2021Q2 20223
Simmons Bank 330.02%0.04%0.05%Q3 2017Q1 20183
Great Lakes Retirement, Inc. 330.13%0.15%0.16%Q1 2023Q3 20233
UNIONVIEW, LLC 330.31%0.60%1.09%Q1 2022Q3 20223
Eagle Strategies LLC 210.10%0.21%0.28%Q1 2022Q3 20233
Strategic Financial Concepts, LLC 330.34%0.39%0.42%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.02%0.03%Q4 2022Q3 20233
Wavelength Capital Management, LLC 331.12%1.46%1.86%Q1 2023Q3 20233
Ken Stern & Associates, Inc. 330.87%1.04%1.24%Q4 2015Q2 20163
Regal Wealth Group, Inc. 330.01%0.01%0.01%Q4 2017Q2 20183
Holloway Wealth Management, LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Eudaimonia Partners, LLC 110.00%0.02%0.04%Q4 2019Q1 20213
Brightworth 210.04%0.05%0.05%Q1 2018Q3 20193
American Trust 330.02%0.03%0.04%Q3 2022Q1 20233
Julex Capital Management, LLC 330.12%0.23%0.44%Q1 2019Q3 20193
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2021Q4 20223
Econ Financial Services Corp 210.00%1.16%1.82%Q4 2021Q2 20233
Mandatum Life Insurance Co Ltd 110.00%0.01%0.02%Q4 2015Q2 20183
Weatherstone Capital Management 330.14%0.33%0.43%Q1 2015Q3 20153
WOODMONT INVESTMENT COUNSEL LLC 210.03%0.03%0.04%Q2 2021Q2 20223
ENZI WEALTH 330.36%0.79%1.05%Q3 2022Q1 20233
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Silverleafe Capital Partners, LLC 330.12%0.13%0.14%Q2 2019Q4 20193
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.09%0.15%0.25%Q4 2020Q1 20223
YHB Investment Advisors, Inc. 330.06%0.11%0.15%Q3 2021Q1 20223
Paladin Advisory Group, LLC 330.32%0.70%1.05%Q4 2021Q2 20223
MID CONTINENT CAPITAL LLC/IL 210.01%0.02%0.02%Q2 2013Q3 20143
Spotlight Asset Group, Inc. 210.07%1.63%2.43%Q4 2019Q3 20233
JAMES INVESTMENT RESEARCH INC 210.01%0.02%0.03%Q2 2013Q3 20233
Elmwood Wealth Management, Inc. 210.01%0.01%0.01%Q1 2021Q4 20213
Perennial Investment Advisors, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.02%0.03%0.03%Q1 2020Q2 20213
CFM WEALTH PARTNERS LLC 330.03%0.03%0.04%Q4 2019Q2 20203
McLean Asset Management Corp 330.09%0.11%0.16%Q3 2021Q1 20223
Strategic Income Management, LLC 332.57%2.60%2.64%Q4 2014Q2 20153
Divergent Wealth Advisors 330.04%0.05%0.06%Q1 2018Q3 20183
First Houston Capital, Inc. 210.02%0.04%0.04%Q3 2013Q3 20143
FIRST CITIZENS BANK & TRUST CO 330.02%0.02%0.03%Q2 2018Q4 20183
Larson Financial Group LLC 110.00%0.01%0.02%Q3 2019Q3 20233
MANCHESTER FINANCIAL INC 210.00%0.01%0.02%Q2 2019Q1 20203
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q4 20213
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 210.01%0.09%0.23%Q2 2014Q1 20153
Poehling Capital Management, INC. 330.04%0.07%0.14%Q4 2017Q2 20183
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 210.01%0.04%0.09%Q3 2019Q3 20223
AVALON CAPITAL MANAGEMENT 210.09%0.29%0.40%Q2 2016Q1 20223
Legacy Financial Advisors, Inc. 330.00%0.00%0.00%Q4 2017Q2 20183
Portfolio Solutions, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
EDGE ASSET MANAGEMENT, INC 210.00%0.00%0.01%Q1 2016Q4 20163
Kamunting Street Capital Management, L.P. 331.04%1.96%3.52%Q2 2017Q4 20173
Acorn Wealth Advisors, LLC 330.12%0.13%0.15%Q4 2017Q2 20183
Shorepoint Capital Partners LLC 210.92%1.04%1.13%Q1 2019Q2 20223
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.96%1.00%1.06%Q1 2018Q3 20183
EXCELSIA, INC. 330.62%3.26%4.85%Q2 2013Q4 20133
Nelson Capital Management, LLC 210.00%0.01%0.02%Q4 2017Q3 20193
Cypress Capital, LLC 330.03%0.04%0.07%Q3 2021Q1 20223
SEARLE & CO. 330.01%0.01%0.01%Q4 2014Q2 20153
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.04%0.05%0.06%Q1 2023Q3 20233
Truehand, Inc 330.04%0.06%0.07%Q2 2020Q4 20203
MARINER INVESTMENT GROUP LLC 210.00%0.01%0.01%Q4 2021Q4 20223
Aspire Private Capital, LLC 330.00%0.03%0.05%Q4 2018Q2 20193
KAVAR CAPITAL PARTNERS GROUP, LLC 110.07%0.08%0.08%Q2 2022Q3 20233
Gryphon Financial Partners LLC 110.00%0.06%0.16%Q4 2018Q2 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.02%0.02%Q1 2023Q3 20233
Merriman Wealth Management, LLC 330.17%0.19%0.22%Q1 2017Q3 20173
Gary Goldberg Planning Services Inc 210.02%0.27%0.70%Q1 2013Q4 20143
GREAT WEST LIFE ASSURANCE CO /CAN/ 330.00%0.00%0.00%Q2 2014Q4 20143
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.88%0.93%0.98%Q1 2015Q3 20153
Next Capital Management LLC 330.13%0.15%0.17%Q2 2021Q4 20213
East Coast Asset Management, LLC. 330.06%0.07%0.09%Q4 2012Q2 20133
KANALY TRUST CO 210.00%0.01%0.02%Q3 2015Q4 20163
CYNOSURE ADVISORS, LLC 330.10%0.14%0.21%Q4 2017Q2 20183
Francis Financial, Inc. 330.20%0.21%0.22%Q2 2022Q4 20223
Alpine Global Management, LLC 110.05%0.28%0.42%Q1 2014Q4 20193
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 332.21%3.58%4.72%Q4 2020Q2 20213
Claraphi Advisory Network, LLC 110.00%0.16%0.48%Q4 2017Q1 20203
INVESTMENT PARTNERS, LTD. 110.02%0.08%0.16%Q1 2015Q3 20223
WEST PACES ADVISORS INC. 210.00%0.00%0.01%Q2 2018Q4 20213
SWEENEY & MICHEL, LLC 330.24%0.24%0.24%Q1 2023Q3 20233
Measured Wealth Private Client Group, LLC 210.03%0.08%0.11%Q3 2018Q3 20233
Security National Bank 330.09%0.10%0.12%Q3 2020Q1 20213
Verdence Capital Advisors LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.07%0.07%0.08%Q1 2023Q3 20233
Montis Financial, LLC 332.56%5.69%7.67%Q1 2023Q3 20233
Artemis Wealth Advisors, LLC 330.03%0.04%0.06%Q2 2020Q4 20203
Midwest Financial Group LLC 330.39%0.42%0.46%Q1 2023Q3 20233
Ionic Capital Management LLC 110.01%1.42%3.90%Q4 2015Q3 20163
Epstein & White Financial LLC 210.20%0.25%0.28%Q4 2017Q3 20183
Park Edge Advisors, LLC 210.10%0.10%0.10%Q4 2022Q3 20233
Sandbox Financial Partners, LLC 330.12%0.14%0.16%Q3 2021Q1 20223
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 330.01%0.09%0.13%Q4 2019Q2 20203
NovaPoint Capital, LLC 330.08%0.08%0.08%Q2 2021Q4 20213
Moran Wealth Management, LLC 330.01%0.18%0.27%Q1 2023Q3 20233
Strategic Blueprint, LLC 110.03%0.04%0.06%Q3 2019Q2 20213
Argent Advisors, Inc. 210.00%0.12%0.19%Q4 2019Q1 20213
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.04%0.04%0.05%Q1 2022Q1 20233
TIAA, FSB 210.00%0.00%0.00%Q1 2021Q3 20223
LGT Financial Advisors LLC 210.05%0.07%0.09%Q4 2022Q3 20233
INSIGNEO ADVISORY SERVICES, LLC 330.08%0.22%0.36%Q1 2023Q3 20233
MRP Capital Investments, LLC 330.01%0.26%0.40%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.11%0.12%0.14%Q4 2022Q3 20233
WealthSpring Partners, LLC 330.16%0.20%0.26%Q3 2022Q1 20233
Israel Discount Bank of New York 330.05%0.05%0.05%Q1 2017Q3 20173
Knuff & Co LLC 330.01%0.02%0.03%Q3 2019Q1 20203
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 330.05%0.08%0.13%Q2 2019Q4 20193
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Field & Main Bank 330.03%0.03%0.03%Q4 2014Q2 20153
Palumbo Wealth Management LLC 330.14%0.15%0.16%Q4 2020Q2 20213
Financial Gravity Companies, Inc. 210.04%0.05%0.06%Q4 2017Q4 20183
Bedell Frazier Investment Counselling, LLC 330.05%0.06%0.07%Q4 2021Q2 20223
DAYMARK WEALTH PARTNERS, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
AMARILLO NATIONAL BANK 210.04%0.07%0.11%Q2 2021Q1 20223
Pathway Financial Advisors LLC 330.24%0.24%0.24%Q4 2017Q2 20183
West Branch Capital LLC 330.01%0.02%0.02%Q2 2021Q4 20213
Verition Fund Management LLC 210.01%0.02%0.03%Q3 2019Q2 20233
Cercano Management LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Biondo Investment Advisors, LLC 330.23%0.27%0.32%Q2 2013Q4 20133
SWARTHMORE GROUP INC 210.04%0.53%1.50%Q4 2013Q3 20143
WestHill Financial Advisors, Inc. 220.01%0.01%0.02%Q4 2020Q1 20212
Kavar Capital Partners, LLC 220.01%0.03%0.05%Q1 2018Q2 20182
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Belvedere Advisors LLC 220.22%0.65%1.08%Q1 2019Q2 20192
VisionPoint Advisory Group, LLC 220.16%0.23%0.29%Q2 2023Q3 20232
Souders Financial Advisors 220.17%1.10%2.03%Q1 2020Q2 20202
Richard P Slaughter Associates Inc 220.09%0.09%0.09%Q2 2021Q3 20212
Davis Capital Management 220.05%0.05%0.06%Q1 2020Q2 20202
Mount Yale Investment Advisors, LLC 110.10%0.11%0.13%Q4 2021Q4 20222
FNY Investment Advisers, LLC 220.00%0.12%0.24%Q1 2020Q2 20202
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20232
Grant Street Asset Management, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Onyx Bridge Wealth Group LLC 220.05%0.06%0.06%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.28%0.29%0.31%Q2 2013Q3 20132
Bellwether Advisors, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ELLINGTON MANAGEMENT GROUP LLC 222.55%2.85%3.14%Q1 2021Q2 20212
Brouwer & Janachowski, LLC 110.02%0.03%0.05%Q1 2014Q2 20152
Howard Capital Management Inc. 220.24%0.74%1.24%Q3 2020Q4 20202
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
Berkshire Bank 220.05%0.10%0.14%Q3 2020Q4 20202
D.B. Root & Company, LLC 220.10%0.10%0.11%Q2 2018Q3 20182
Seneca House Advisors 220.13%0.14%0.15%Q4 2021Q1 20222
Kabarec Financial Advisors, Ltd. 220.00%0.01%0.02%Q1 2018Q2 20182
BlackRock Group LTD 220.00%0.00%0.00%Q2 2013Q3 20132
FINANCIAL LIFE ADVISORS 220.14%0.17%0.20%Q3 2022Q4 20222
Athanor Capital, LP 111.08%1.63%2.19%Q2 2019Q1 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
ForthRight Wealth Management, LLC 223.84%3.87%3.90%Q2 2023Q3 20232
WEBSTERROGERS FINANCIAL ADVISORS, LLC 220.11%0.22%0.33%Q1 2022Q2 20222
Alpha DNA Investment Management LLC 220.19%0.20%0.20%Q4 2020Q1 20212
Altus Wealth Group LLC 220.07%0.08%0.08%Q4 2020Q1 20212
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q2 2021Q4 20212
Annapolis Financial Services, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Fluent Financial, LLC 221.78%1.81%1.84%Q2 2018Q3 20182
Destiny Wealth Partners, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
SMITHBRIDGE ASSET MANAGEMENT INC/DE 220.54%1.73%2.92%Q2 2016Q3 20162
Crescent Grove Advisors, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Paloma Partners Management Co 110.00%0.01%0.01%Q2 2019Q4 20192
Founders Capital Management 110.01%0.01%0.01%Q1 2020Q4 20202
NWI MANAGEMENT LP 221.86%1.93%2.00%Q3 2017Q4 20172
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
SECURITY NATIONAL BANK OF SO DAK 110.41%0.61%0.80%Q2 2013Q2 20212
Bridge Advisory, LLC 220.12%0.16%0.20%Q2 2022Q3 20222
TNF LLC 220.09%0.09%0.09%Q3 2021Q4 20212
Wealth & Pension Services Group, Inc. 220.86%1.04%1.22%Q2 2018Q3 20182
Valley Brook Capital Group, Inc. 220.06%0.07%0.09%Q4 2020Q1 20212
STANCORP INVESTMENT ADVISERS INC 221.06%1.08%1.10%Q4 2014Q1 20152
Per Stirling Capital Management, LLC. 220.30%0.39%0.47%Q4 2022Q1 20232
WMS Partners, LLC 220.04%0.06%0.07%Q3 2020Q4 20202
Bellwether Investment Group, LLC 110.16%1.04%1.93%Q2 2016Q4 20162
Wescott Financial Advisory Group, LLC 220.13%0.13%0.13%Q2 2022Q3 20222
PRINCIPAL FINANCIAL GROUP INC 110.00%0.01%0.01%Q4 2013Q4 20222
Premier Fund Managers Ltd 221.46%1.49%1.52%Q4 2015Q1 20162
Legacy Private Trust Co. 220.67%1.71%2.76%Q2 2013Q3 20132
Randolph Co Inc 222.92%3.16%3.41%Q3 2019Q4 20192
AMUSSEN HUNSAKER ASSOCIATES LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Zions Bancorporation, N.A. 110.01%0.01%0.02%Q1 2019Q3 20202
Activest Wealth Management 110.05%0.05%0.05%Q1 2023Q3 20232
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Andrew Hill Investment Advisors, Inc. 110.21%1.12%2.03%Q4 2021Q3 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
CarsonAllaria Wealth Management, Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.21%0.25%0.30%Q2 2022Q3 20222
COURIER CAPITAL LLC 220.04%0.04%0.05%Q2 2023Q3 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Long Run Wealth Advisors, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Royal Capital Wealth Management, LLC 220.90%0.93%0.96%Q4 2021Q1 20222
BCR Wealth Strategies, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
ROPES WEALTH ADVISORS LLC 110.00%0.04%0.09%Q4 2018Q1 20202
Lebenthal Asset Management, LLC 110.02%0.03%0.05%Q3 2016Q1 20172
BLUEFIN CAPITAL MANAGEMENT, LLC 110.04%0.05%0.06%Q2 2022Q3 20232
Mirador Capital Partners LP 221.31%1.42%1.54%Q3 2016Q4 20162
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q3 20232
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.06%0.11%Q1 2013Q3 20232
Lloyds Banking Group plc 220.00%0.00%0.00%Q2 2013Q3 20132
Conestoga Capital Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Spinnaker Investment Group, LLC 220.16%0.18%0.20%Q4 2021Q1 20222
NorthRock Partners, LLC 220.15%0.22%0.29%Q3 2022Q4 20222
Vantage Financial Partners, LLC 220.12%0.59%1.05%Q4 2021Q1 20222
FolioMetrix LLC 221.86%1.96%2.06%Q1 2015Q2 20152
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 222.49%2.78%3.07%Q4 2014Q1 20152
CLEARARC CAPITAL INC 220.15%0.17%0.20%Q3 2019Q4 20192
COMMONS CAPITAL, LLC 220.22%0.22%0.22%Q4 2021Q1 20222
Trust Asset Management LLC 220.10%0.10%0.10%Q4 2014Q1 20152
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Confluence Wealth Management LLC 220.11%0.13%0.15%Q4 2015Q1 20162
Arlington Capital Management, Inc. 112.40%2.76%3.13%Q1 2023Q3 20232
Signator Financial Services, Inc. 220.52%0.53%0.55%Q2 2013Q3 20132
Investmark Advisory Group LLC 220.33%0.35%0.38%Q2 2023Q3 20232
Astor Investment Management LLC 220.04%0.04%0.04%Q2 2014Q3 20142
LEVIN CAPITAL STRATEGIES, L.P. 110.08%0.09%0.10%Q3 2020Q1 20212
PAYDEN & RYGEL 220.43%0.70%0.98%Q4 2013Q1 20142
INVICTUS PRIVATE WEALTH, LLC 220.16%0.20%0.24%Q2 2023Q3 20232
SNOW CAPITAL MANAGEMENT LP 220.03%0.09%0.15%Q1 2021Q2 20212
FSM Wealth Advisors, LLC 220.12%0.13%0.14%Q1 2023Q2 20232
LFS ASSET MANAGEMENT 220.18%6.35%12.53%Q2 2022Q3 20222
ACUTE INVESTMENT ADVISORY, LLC 222.24%3.11%3.98%Q1 2022Q2 20222
Swift Run Capital 221.16%1.21%1.27%Q2 2016Q3 20162
INTEGRAL DERIVATIVES, LLC 220.00%0.00%0.01%Q4 2016Q1 20172
MGO Private Wealth, LLC 220.40%0.54%0.68%Q4 2022Q1 20232
SWAN Capital LLC 110.64%0.73%0.82%Q1 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Fortis Capital Advisors, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q4 20202
New Hampshire Trust 220.02%0.02%0.03%Q4 2022Q1 20232
Horizon Investment Services, LLC 220.12%0.13%0.14%Q4 2015Q1 20162
Stockman Wealth Management, Inc. 220.13%0.13%0.13%Q3 2020Q4 20202
Icon Wealth Advisors, LLC 220.06%0.07%0.08%Q3 2022Q4 20222
DOVER ADVISORS, LLC 220.27%0.34%0.40%Q2 2023Q3 20232
MILESTONE ASSET MANAGEMENT, LLC 220.41%0.44%0.48%Q4 2022Q1 20232
Garden State Investment Advisory Services LLC 220.17%0.18%0.20%Q4 2022Q1 20232
Terrapin Asset Management, LLC 220.34%0.37%0.40%Q2 2023Q3 20232
AlphaQ Advisors LLC 220.83%1.15%1.46%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.28%0.29%0.30%Q4 2022Q3 20232
MYDA Advisors LLC 111.46%1.69%1.92%Q1 2020Q3 20232
INSTRUMENTAL WEALTH, LLC 220.25%0.26%0.26%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.28%0.28%0.28%Q2 2023Q3 20232
UNION SAVINGS BANK 220.07%0.07%0.08%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.13%0.14%0.16%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.80%0.80%0.80%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 221.96%3.98%6.01%Q2 2023Q3 20232
CGC Financial Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Blackstone Inc. 110.71%0.78%0.84%Q1 2019Q3 20192
Peoples Bank/KS 223.36%3.45%3.55%Q3 2023Q4 20232
AMERICAN NATIONAL BANK 220.01%0.01%0.02%Q3 2022Q4 20222
NATIXIS 220.00%0.00%0.00%Q2 2019Q3 20192
Central Asset Investments & Management Holdings (HK) Ltd 221.41%4.13%6.85%Q1 2019Q2 20192
STONEBRIDGE ADVISORS LLC 110.08%0.14%0.19%Q4 2021Q2 20222
Crow Point Partners, LLC 220.00%0.04%0.09%Q1 2017Q2 20172
Madrona Financial Services, LLC 222.54%2.54%2.54%Q4 2014Q1 20152
Aveo Capital Partners, LLC 220.08%0.24%0.40%Q4 2016Q1 20172
AMERICAN ASSET MANAGEMENT INC. 110.02%0.02%0.03%Q3 2014Q3 20152
BASSO CAPITAL MANAGEMENT, L.P. 220.12%0.12%0.13%Q2 2023Q3 20232
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.00%0.01%0.01%Q1 2021Q2 20212
Bridgecreek Investment Management, LLC 220.73%0.73%0.73%Q2 2013Q3 20132
QVT Financial LP 110.06%1.01%1.96%Q1 2016Q1 20172
COWEN AND COMPANY, LLC 220.00%0.02%0.05%Q4 2019Q1 20202
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2018Q2 20192
OVERSEA-CHINESE BANKING Corp Ltd 220.11%0.12%0.13%Q4 2022Q1 20232
BOENNING & SCATTERGOOD, INC. 220.03%0.03%0.04%Q3 2021Q4 20212
Cadence Bank 220.03%0.03%0.04%Q3 2022Q4 20222
LDR Capital Management LLC 229.33%10.18%11.03%Q1 2019Q2 20192
Stratford Consulting, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
PIPER SANDLER & CO. 110.15%0.17%0.19%Q3 2021Q2 20222
HT Partners LLC 220.31%0.46%0.62%Q3 2015Q4 20152
Column Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Leucadia National 110.00%0.00%0.00%Q4 2022Q3 20232
ECLECTIC ASSOCIATES INC /ADV 220.13%0.14%0.15%Q2 2023Q3 20232
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Choate Investment Advisors 110.00%0.01%0.01%Q4 2021Q3 20232
Modera Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
RAND WEALTH, LLC 220.27%0.30%0.33%Q2 2013Q3 20132
GRIMES & COMPANY, INC. 224.88%4.98%5.08%Q3 2019Q4 20192
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q2 20232
VAUGHAN & Co SECURITIES, INC. 220.09%0.09%0.10%Q4 2019Q1 20202
Redhawk Wealth Advisors, Inc. 110.00%0.04%0.09%Q2 2019Q4 20202
PENSECO FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Edgestream Partners, L.P. 110.02%0.03%0.03%Q1 2023Q3 20232
COUNTRY CLUB BANK /GFN 220.03%0.33%0.62%Q1 2022Q2 20222
RAY GERALD L & ASSOCIATES LTD 220.03%0.03%0.03%Q2 2016Q3 20162
Axiom Investment Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
BBVA USA 220.46%0.46%0.47%Q2 2021Q3 20212
Westchester Capital Management, LLC 220.04%0.04%0.04%Q4 2012Q1 20132
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.05%0.09%Q2 2013Q2 20182
Spot Trading L.L.C 110.00%0.01%0.01%Q3 2013Q3 20132
10-15 ASSOCIATES, INC. 220.06%0.06%0.06%Q2 2016Q3 20162
Wellington Shields & Co., LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
Counsel Portfolio Services Inc. 220.10%0.10%0.10%Q1 2016Q2 20162
NAVELLIER & ASSOCIATES INC 220.03%0.04%0.05%Q2 2016Q3 20162
Asset Allocation & Management Company, LLC 220.26%0.32%0.38%Q2 2023Q3 20232
HawsGoodwin Investment Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.14%0.16%0.18%Q4 2019Q1 20202
Kathmere Capital Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Briaud Financial Planning, Inc 110.08%0.99%1.90%Q4 2019Q3 20232
HBW ADVISORY SERVICES LLC 110.10%0.16%0.22%Q4 2020Q3 20212
Auour Investments LLC 220.19%0.20%0.20%Q2 2023Q3 20232
NexWave Capital Partners LLC 225.97%6.27%6.57%Q1 2020Q2 20202
Tranquility Partners, LLC 220.21%0.23%0.25%Q2 2020Q3 20202
AXS Investments LLC 220.43%0.53%0.64%Q2 2023Q3 20232
PBMares Wealth Management LLC 220.54%0.55%0.55%Q4 2019Q1 20202
IEQ CAPITAL, LLC 220.03%0.03%0.03%Q4 2019Q1 20202
Altus Wealth Management, LLC 224.54%5.15%5.76%Q4 2019Q1 20202
ERTS Wealth Advisors, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
Elevated Capital Advisors, LLC 220.56%0.56%0.56%Q2 2023Q3 20232
MA Private Wealth 220.10%0.12%0.15%Q4 2018Q1 20192
QP WEALTH MANAGEMENT, LLC 221.55%2.26%2.96%Q4 2022Q1 20232
Cedar Brook Financial Partners, LLC 110.20%0.20%0.21%Q4 2018Q2 20192
Sound View Wealth Advisors, LLC 220.90%0.92%0.93%Q4 2018Q1 20192
Allred Capital Management, LLC 110.00%0.00%0.01%Q4 2019Q1 20212
Winchester Group Inc. 220.24%0.24%0.24%Q2 2013Q3 20132
Aprio Wealth Management, LLC 220.16%0.33%0.49%Q2 2023Q3 20232
Cynosure Group, LLC 221.14%1.14%1.14%Q2 2023Q3 20232
Second Half Financial Partners, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
SlateStone Wealth, LLC 110.47%0.47%0.47%Q4 2018Q4 20181
VALLEY WEALTH MANAGERS, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.30%0.30%0.30%Q2 2016Q2 20161
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sunesis Advisors, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
TOWNSQUARE CAPITAL LLC 110.02%0.02%0.02%Q2 2019Q2 20191
LEVEL FOUR FINANCIAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Aristides Capital LLC 110.50%0.50%0.50%Q1 2020Q1 20201
Grace Capital 110.02%0.02%0.02%Q4 2020Q4 20201
DELPHI FINANCIAL GROUP, INC. 110.11%0.11%0.11%Q1 2021Q1 20211
Pinnacle Wealth Advisors 110.08%0.08%0.08%Q2 2021Q2 20211
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
Safeguard Investment Advisory Group, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
WealthOne, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
FIRST INTERSTATE BANCSYSTEM INC 117.93%7.93%7.93%Q1 2021Q1 20211
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
OmniStar Financial Group, Inc. 110.06%0.06%0.06%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BEACON INVESTMENT ADVISORS LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Beta Wealth Group, Inc. 110.62%0.62%0.62%Q1 2023Q1 20231
Baskin Financial Services Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
TWIN FOCUS CAPITAL PARTNERS, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Banyan Partners, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Lee Capital Holdings LLC 114.61%4.61%4.61%Q4 2018Q4 20181
Brown Advisory Securities, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Summit Asset Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Koesten, Hirschmann & Crabtree, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
VitalStone Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Cassaday & Co Wealth Management LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
B&D White Capital Company, LLC 110.39%0.39%0.39%Q1 2023Q1 20231
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Colonial River Wealth Management, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
PEAK6 Group LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Lebenthal Global Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
TFB Advisors LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Smith, Salley & Associates 110.11%0.11%0.11%Q4 2021Q4 20211
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Aris Wealth Services, Inc. 110.02%0.02%0.02%Q3 2015Q3 20151
Wallington Asset Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Fore Capital, LLC 113.60%3.60%3.60%Q4 2019Q4 20191
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stillwater Capital Advisors, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
AlphaMark Advisors, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Grey Street Capital, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.14%0.14%0.14%Q2 2013Q2 20131
PFM Asset Management LLC 116.10%6.10%6.10%Q3 2021Q3 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Parsec Financial Management, Inc. 110.04%0.04%0.04%Q2 2013Q2 20131
National Wealth Management Group, LLC 110.42%0.42%0.42%Q1 2022Q1 20221
Vanguard Personalized Indexing Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ELEVATUS WELATH MANAGEMENT 110.22%0.22%0.22%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAXTON ASSOCIATES LP 110.79%0.79%0.79%Q2 2013Q2 20131
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Soros Fund Management 110.04%0.04%0.04%Q2 2020Q2 20201
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Carlsbad Wealth Advisory Group, Inc. 110.25%0.25%0.25%Q2 2023Q2 20231
Accuvest Global Advisors 110.40%0.40%0.40%Q2 2014Q2 20141
JOYN Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Forward Management, LLC 110.50%0.50%0.50%Q1 2020Q1 20201
Lehman Financial Resources, Inc. 110.03%0.03%0.03%Q1 2013Q1 20131
SPX Gestao de Recursos Ltda 111.71%1.71%1.71%Q2 2014Q2 20141
Halpern Financial, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2022Q3 20221
TLW Wealth Management, LLC 110.68%0.68%0.68%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
AFFINIA FINANCIAL GROUP, LLC 111.24%1.24%1.24%Q4 2019Q4 20191
SYNTAX RESEARCH, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
United Community Bank 110.74%0.74%0.74%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Legacy Advisors, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Virtus ETF Advisers LLC 110.36%0.36%0.36%Q4 2016Q4 20161
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Blume Capital Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 111.00%1.00%1.00%Q1 2015Q1 20151
Watson Rebecca 110.04%0.04%0.04%Q2 2020Q2 20201
Summit Wealth Group, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Blueprint Investment Partners LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.13%0.13%0.13%Q1 2019Q1 20191
GENWORTH FINANCIAL INC 110.24%0.24%0.24%Q2 2013Q2 20131
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Quadrant Private Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Dynasty Wealth Management, LLC 110.36%0.36%0.36%Q4 2017Q4 20171
Penobscot Investment Management Company, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.20%0.20%0.20%Q3 2016Q3 20161
Gradient Capital Advisors, LLC 110.17%0.17%0.17%Q2 2019Q2 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LMR Partners LLP 111.12%1.12%1.12%Q1 2017Q1 20171
Fiduciary Planning LLC 116.41%6.41%6.41%Q1 2020Q1 20201
PRIVATE ASSET MANAGEMENT INC 110.06%0.06%0.06%Q3 2018Q3 20181
CANADA PENSION PLAN INVESTMENT BOARD 110.02%0.02%0.02%Q2 2021Q2 20211
LVZ, Inc. 110.14%0.14%0.14%Q4 2015Q4 20151
Headlands Technologies LLC 110.03%0.03%0.03%Q3 2023Q3 20231
OARSMAN CAPITAL, INC. 110.13%0.13%0.13%Q3 2022Q3 20221
Landmark Wealth Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Cascadia Advisory Services, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
FINANCIAL COUNSELORS INC 110.06%0.06%0.06%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.05%0.05%0.05%Q4 2022Q4 20221
NINE MASTS CAPITAL Ltd 111.36%1.36%1.36%Q2 2018Q2 20181
Delta Investment Management, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
Osher Van de Voorde Investment Management 111.80%1.80%1.80%Q3 2023Q3 20231
Whitnell & Co. 110.01%0.01%0.01%Q2 2013Q2 20131
Truadvice, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.61%0.61%0.61%Q4 2019Q4 20191
ORSER CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
PICTET ASSET MANAGEMENT LTD 110.08%0.08%0.08%Q3 2017Q3 20171
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
RNC CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Reitz Capital Advisors LLC 110.38%0.38%0.38%Q3 2023Q3 20231
GOULD ASSET MANAGEMENT LLC /CA/ 110.07%0.07%0.07%Q4 2022Q4 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
SG Select LLC 113.66%3.66%3.66%Q1 2014Q1 20141
Cox Capital Mgt LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Laurel Wealth Planning LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Aries Wealth Management 110.13%0.13%0.13%Q1 2022Q1 20221
Standard Family Office LLC 110.06%0.06%0.06%Q3 2022Q3 20221
MainStreet Investment Advisors LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Oxbow Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Fiduciary Trust Co International of Pennsylvania 110.02%0.02%0.02%Q2 2013Q2 20131
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q2 2015Q2 20151
MJP ASSOCIATES INC /ADV 110.20%0.20%0.20%Q4 2020Q4 20201
Douglass Winthrop Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PIERSHALE FINANCIAL GROUP, INC. 110.04%0.04%0.04%Q4 2014Q4 20141
Nan Shan Life Insurance Co., Ltd. 110.35%0.35%0.35%Q3 2017Q3 20171
STERNE AGEE GROUP, INC. 110.09%0.09%0.09%Q3 2013Q3 20131
COLTON GROOME FINANCIAL ADVISORS, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
EFG CAPITAL INTERNATIONAL CORP. 110.28%0.28%0.28%Q2 2023Q2 20231
Brand Asset Management Group, Inc. 110.03%0.03%0.03%Q2 2018Q2 20181
WJ Wealth Management, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
MAIRS & POWER INC 110.00%0.00%0.00%Q3 2017Q3 20171
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Claro Advisors LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Catalyst Capital Advisors LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Graham Capital Management, L.P. 110.19%0.19%0.19%Q3 2013Q3 20131
STOCK YARDS BANK & TRUST CO 110.04%0.04%0.04%Q4 2015Q4 20151
CLEARY GULL INC. 112.09%2.09%2.09%Q1 2015Q1 20151
VERITY Wealth Advisors 110.24%0.24%0.24%Q4 2023Q4 20231
Monterey Private Wealth, Inc. 110.18%0.18%0.18%Q4 2019Q4 20191
AMERICAN CENTURY COMPANIES INC 110.05%0.05%0.05%Q4 2020Q4 20201
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2020Q1 20201
Rinkey Investments 110.06%0.06%0.06%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
BAILARD, INC. 110.04%0.04%0.04%Q3 2013Q3 20131
Core Alternative Capital 110.08%0.08%0.08%Q4 2021Q4 20211
U S GLOBAL INVESTORS INC 110.01%0.01%0.01%Q2 2013Q2 20131
PEOPLES FINANCIAL SERVICES CORP. 110.00%0.00%0.00%Q4 2013Q4 20131
DCM Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
180 WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Callan Capital, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Sand Hill Global Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MADISON WEALTH MANAGEMENT 110.07%0.07%0.07%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.67%0.67%0.67%Q1 2017Q1 20171
Waterfront Wealth Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
NEXT Financial Holdings 110.13%0.13%0.13%Q1 2019Q1 20191
FNY Managed Accounts LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LAKE STREET PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
United Asset Strategies, Inc. 110.49%0.49%0.49%Q1 2020Q1 20201
Wright Fund Management, LLC 111.15%1.15%1.15%Q2 2023Q2 20231
Davidson Capital Management Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
KG&L Capital Management,LLC 110.16%0.16%0.16%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.17%0.17%0.17%Q3 2023Q3 20231
Community Financial Services Group, LLC 110.10%0.10%0.10%Q3 2014Q3 20141
UBS OCONNOR LLC 110.01%0.01%0.01%Q1 2020Q1 20201
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fiduciary Wealth Partners, LLC 110.18%0.18%0.18%Q2 2016Q2 20161
PHH Investments, Ltd. 111.16%1.16%1.16%Q4 2016Q4 20161
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GIRARD SECURITIES, INC. 110.24%0.24%0.24%Q4 2015Q4 20151
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COLUMBIA ADVISORY PARTNERS LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Edmond de Rothschild (Europe) 111.48%1.48%1.48%Q2 2015Q2 20151
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Chandler Asset Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Lifeworks Advisors, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
VESTOR CAPITAL, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
ANCORA FAMILY WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2015Q3 20151
CNB Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Florence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
LMCG INVESTMENTS, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Arbor Wealth Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Widmann Financial Services, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Cavalier Investments, LLC 110.23%0.23%0.23%Q2 2016Q2 20161
Sciencast Management LP 110.11%0.11%0.11%Q3 2017Q3 20171
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Goldstream Capital Management Ltd 110.04%0.04%0.04%Q4 2021Q4 20211
Y.D. More Investments Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
Castle Financial & Retirement Planning Associates, Inc. 110.17%0.17%0.17%Q4 2021Q4 20211
Prostatis Group LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Harfst & Associates, Inc. 110.05%0.05%0.05%Q1 2017Q1 20171
Ellevest, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
HENGEHOLD CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Reby Advisors, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
TMD & ASSOCIATES, INC 110.21%0.21%0.21%Q2 2018Q2 20181
Pinnacle Wealth Management Group, Inc. 111.44%1.44%1.44%Q3 2023Q3 20231
TLWM 110.00%0.00%0.00%Q3 2019Q3 20191
Pointe Capital Management LLC 110.96%0.96%0.96%Q4 2016Q4 20161
Independence Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Roundview Capital LLC 110.07%0.07%0.07%Q1 2023Q1 20231
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q4 2022Q4 20221
DigitalBridge Group, Inc. 110.31%0.31%0.31%Q3 2023Q3 20231
PRIMORIS WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Donald L. Hagan, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
KENNICOTT CAPITAL MANAGEMENT LLC 111.30%1.30%1.30%Q1 2021Q1 20211
McKinley Carter Wealth Services, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Vivaldi Capital Management LP 110.06%0.06%0.06%Q4 2021Q4 20211
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q2 2020Q2 20201
Paradigm, Strategies in Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
CARL STUART INVESTMENT ADVISOR, INC 110.03%0.03%0.03%Q1 2022Q1 20221
LEO BROKERAGE, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Next Level Private LLC 110.17%0.17%0.17%Q2 2022Q2 20221
GUERRA PAN ADVISORS, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Logan Stone Capital, LLC 110.74%0.74%0.74%Q1 2023Q1 20231
Red Tortoise LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Peregrine Asset Advisers, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
KRS Capital Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Trust Co 110.01%0.01%0.01%Q4 2017Q4 20171
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
ERn Financial, LLC 110.12%0.12%0.12%Q1 2019Q1 20191
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Planning Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2015Q2 20151
Hillview Capital Advisors, LLC 110.26%0.26%0.26%Q4 2014Q4 20141
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.02%0.02%0.02%Q1 2021Q1 20211
O'ROURKE & COMPANY, Inc 110.20%0.20%0.20%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
KLCM Advisors, Inc. 110.05%0.05%0.05%Q2 2015Q2 20151
EMG Holdings, L.P. 110.86%0.86%0.86%Q3 2021Q3 20211
Valentine Capital Asset Management, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Lighthouse Financial Advisors, Inc. 110.61%0.61%0.61%Q1 2021Q1 20211
Maltin Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
SBK Financial, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
VECTOR WEALTH MANAGEMENT, LLC 110.15%0.15%0.15%Q4 2016Q4 20161
Boston Trust Walden Corp 110.01%0.01%0.01%Q1 2020Q1 20201
Price Wealth, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Trek Financial, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Jane Street Holding, LLC 110.08%0.08%0.08%Q3 2013Q3 20131
RGT Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
FIFTH LANE CAPITAL, LP 110.56%0.56%0.56%Q4 2022Q4 20221
BTC Capital Management, Inc. 110.06%0.06%0.06%Q1 2018Q1 20181
Client First Capital LLC 112.79%2.79%2.79%Q4 2021Q4 20211
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q4 2019Q4 20191
Centiva Capital, LP 110.34%0.34%0.34%Q1 2019Q1 20191
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ISZO CAPITAL MANAGEMENT LP 117.82%7.82%7.82%Q4 2014Q4 20141
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Naviter Wealth, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
ExodusPoint Capital Management, LP 110.17%0.17%0.17%Q1 2021Q1 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 112.94%2.94%2.94%Q3 2020Q3 20201
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Financial Advantage, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Community Capital Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Stone House Investment Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
BECK CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q2 2016Q2 20161
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2015Q2 20151
IronBridge Private Wealth, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CAHILL FINANCIAL ADVISORS INC 110.06%0.06%0.06%Q1 2023Q1 20231
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
GRATIA CAPITAL, LLC 118.71%8.71%8.71%Q1 2020Q1 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Fusion Investment Group, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Sepio Capital, LP 115.68%5.68%5.68%Q4 2018Q4 20181
Reynolds Investment Management, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
S&T BANK/PA 110.06%0.06%0.06%Q1 2014Q1 20141
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LWM Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Tradewinds, LLC. 110.20%0.20%0.20%Q4 2022Q4 20221
WBH ADVISORY INC 110.12%0.12%0.12%Q3 2016Q3 20161
Intrua Financial, LLC 110.22%0.22%0.22%Q2 2020Q2 20201
Coastwise Capital Group, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
AEGON USA Investment Management, LLC 110.74%0.74%0.74%Q2 2013Q2 20131
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.35%0.35%0.35%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Silver Bridge Capital Management LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
New World Advisors LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Vise Technologies, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
GUARDIAN POINT CAPITAL, LP 114.99%4.99%4.99%Q1 2016Q1 20161
Questar Asset Management, Inc. 110.61%0.61%0.61%Q4 2018Q4 20181
Coston, McIsaac & Partners 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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