ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2360.00%0.00%0.01%Q2 2013Q3 202384
Cutler Group LLC / CA 24240.00%0.01%0.04%Q4 2017Q3 202361
Citadel Advisors 1610.00%0.00%0.01%Q1 2014Q3 202361
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.10%Q2 2013Q3 202353
WOLVERINE TRADING, LLC 1110.00%0.00%0.02%Q1 2018Q3 202353
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202350
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.03%0.07%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.09%0.22%Q2 2013Q3 202342
OPPENHEIMER & CO INC 3920.01%0.07%0.18%Q2 2013Q3 202341
GOLDMAN SACHS GROUP INC 3430.00%0.00%0.01%Q1 2012Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3560.00%0.00%0.01%Q2 2013Q3 202341
JPMORGAN CHASE & CO 41410.00%0.00%0.06%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 3460.00%0.01%0.04%Q2 2013Q3 202340
HighTower Advisors, LLC 3410.00%0.05%0.22%Q2 2014Q3 202340
TRUST CO OF VERMONT 3310.00%0.00%0.00%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.04%Q1 2014Q3 202339
Cambridge Investment Research Advisors, Inc. 39390.01%0.10%0.24%Q1 2014Q3 202339
Creative Planning 3310.00%0.00%0.01%Q2 2013Q3 202338
CIBC WORLD MARKET INC. 3530.00%0.01%0.02%Q4 2013Q3 202338
Koshinski Asset Management, Inc. 36360.02%0.35%1.61%Q4 2014Q3 202336
UBS Group AG 36360.00%0.02%0.03%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 36360.01%0.02%0.06%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 3310.00%0.02%0.08%Q2 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3310.02%0.07%0.22%Q1 2015Q3 202334
FIFTH THIRD BANCORP 3310.00%0.00%0.01%Q3 2014Q3 202334
CWM, LLC 2420.00%0.08%0.83%Q2 2014Q3 202334
BANK OF MONTREAL /CAN/ 3120.00%0.02%0.09%Q2 2015Q3 202333
Cetera Advisors LLC 33330.02%0.19%0.52%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1020.00%0.01%0.08%Q1 2014Q3 202333
Advisory Services Network, LLC 1660.00%0.06%0.41%Q2 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.03%0.11%Q1 2015Q3 202332
WESPAC Advisors SoCal, LLC 32320.16%0.41%0.88%Q4 2015Q3 202332
DAVENPORT & Co LLC 1570.00%0.01%0.01%Q3 2013Q3 202332
Private Advisor Group, LLC 3110.01%0.08%0.22%Q3 2014Q3 202332
Cetera Advisor Networks LLC 32320.02%0.07%0.12%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1150.00%0.18%0.70%Q1 2015Q3 202331
VICUS CAPITAL 31310.04%0.26%0.76%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.06%0.20%Q4 2015Q3 202331
DUMONT & BLAKE INVESTMENT ADVISORS LLC 31310.35%0.46%0.61%Q1 2016Q3 202331
KEYBANK NATIONAL ASSOCIATION/OH 3010.00%0.00%0.00%Q4 2015Q3 202331
Somerset Group LLC 30300.48%0.72%1.06%Q2 2016Q3 202330
OPTIMUM INVESTMENT ADVISORS 2640.01%0.10%0.17%Q2 2014Q4 202330
Gerber Kawasaki Wealth & Investment Management 1620.01%1.08%3.27%Q4 2015Q3 202330
M&R CAPITAL MANAGEMENT INC 30300.00%0.12%0.41%Q3 2016Q4 202330
BROWN ADVISORY INC 2420.00%0.00%0.01%Q2 2013Q3 202330
BLAIR WILLIAM & CO/IL 30300.00%0.04%0.08%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.06%0.32%0.78%Q1 2016Q3 202330
Migdal Insurance & Financial Holdings Ltd. 30300.00%0.64%3.00%Q2 2016Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.00%Q2 2016Q3 202330
Janney Montgomery Scott LLC 2910.00%0.02%0.04%Q1 2015Q3 202330
StrategIQ Financial Group, LLC 30300.06%0.19%0.36%Q2 2016Q3 202330
B. Riley Wealth Advisors, Inc. 2810.00%0.08%0.17%Q4 2014Q3 202329
EDMOND DE ROTHSCHILD HOLDING S.A. 2810.00%0.00%0.01%Q3 2015Q3 202329
Geneos Wealth Management Inc. 2810.00%0.07%0.19%Q1 2016Q3 202329
Brookstone Capital Management 2310.01%0.41%1.38%Q1 2016Q3 202329
HCR Wealth Advisors 28280.05%0.17%0.52%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.05%0.18%0.67%Q3 2016Q3 202328
INTERACTIVE FINANCIAL ADVISORS, INC. 28280.04%1.40%2.67%Q4 2016Q3 202328
Segment Wealth Management, LLC 28280.02%0.51%1.12%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.08%0.17%Q4 2016Q3 202328
ASSETMARK, INC 2710.00%0.15%1.23%Q3 2016Q3 202328
New England Private Wealth Advisors LLC 28280.05%0.15%0.36%Q4 2016Q3 202328
BigSur Wealth Management LLC 28280.66%1.25%2.12%Q4 2016Q3 202328
Sigma Planning Corp 2710.02%0.08%0.17%Q1 2015Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.01%0.09%0.34%Q4 2016Q3 202328
Stratos Wealth Partners, LTD. 28280.03%0.09%0.21%Q4 2016Q3 202328
Barry Investment Advisors, LLC 2710.18%0.26%0.34%Q1 2015Q1 202228
Moors & Cabot, Inc. 28280.02%0.04%0.12%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.10%0.36%Q4 2016Q3 202328
Hudock, Inc. 28280.00%0.05%0.16%Q4 2016Q3 202328
BALDWIN BROTHERS LLC/MA 27270.00%0.02%0.04%Q2 2017Q4 202327
Renaissance Investment Group LLC 27270.13%0.18%0.21%Q3 2013Q1 202027
Cornerstone Advisory, LLC 27270.09%0.13%0.16%Q1 2017Q3 202327
FMR LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
LINCOLN NATIONAL CORP 27270.01%0.03%0.06%Q1 2017Q3 202327
BURNS J W & CO INC/NY 27270.15%0.25%0.37%Q1 2017Q3 202327
CREDIT SUISSE AG/ 1110.00%0.00%0.02%Q1 2014Q3 202327
Baird Financial Group, Inc. 27270.00%0.01%0.02%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.13%Q2 2013Q4 201927
CAPTRUST FINANCIAL ADVISORS 2610.00%0.01%0.03%Q2 2014Q3 202327
COMMERCE BANK 27270.00%0.01%0.01%Q1 2017Q3 202327
STEPHENS INC /AR/ 1650.01%0.05%0.10%Q4 2014Q3 202327
SCOTIA CAPITAL INC. 27270.01%0.03%0.05%Q1 2017Q3 202327
WHITTIER TRUST CO 27270.00%0.01%0.05%Q1 2017Q3 202327
AllSquare Wealth Management LLC 2520.00%0.00%0.01%Q4 2016Q3 202327
Cetera Investment Advisers 27270.02%0.06%0.16%Q1 2017Q3 202327
BARCLAYS PLC 1510.00%0.00%0.00%Q1 2015Q3 202327
SIGNATUREFD, LLC 2310.00%0.00%0.02%Q3 2016Q3 202326
HSBC HOLDINGS PLC 1910.00%0.00%0.01%Q1 2012Q2 202226
Family Legacy, Inc. 2420.52%0.70%0.89%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.19%0.41%Q2 2017Q3 202326
NewEdge Advisors, LLC 26260.02%0.05%0.10%Q2 2017Q3 202326
Sunbelt Securities, Inc. 2510.02%0.38%1.06%Q4 2016Q3 202326
DEUTSCHE BANK AG\ 2330.00%0.00%0.00%Q2 2014Q3 202326
UNITED CAPITAL FINANCIAL ADVISORS, LLC 26260.00%0.04%0.17%Q2 2016Q3 202226
WINTRUST INVESTMENTS LLC 1120.03%0.26%1.17%Q4 2016Q3 202325
Patriot Financial Group Insurance Agency, LLC 2230.03%0.16%0.52%Q1 2017Q2 202325
Wealthcare Advisory Partners LLC 25250.01%0.03%0.07%Q3 2017Q3 202325
EP Wealth Advisors, LLC 2140.01%0.06%0.26%Q2 2017Q3 202325
BANK HAPOALIM BM 25250.01%0.89%5.02%Q4 2016Q4 202225
WEDBUSH SECURITIES INC 2140.02%0.09%0.19%Q3 2014Q3 202325
GLENMEDE TRUST CO NA 2020.00%0.00%0.00%Q2 2015Q3 202325
Belpointe Asset Management LLC 1860.04%0.18%0.40%Q3 2017Q3 202324
Financial Advocates Investment Management 24240.06%0.21%0.42%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.03%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.15%0.34%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.03%0.12%0.67%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.18%0.35%0.56%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.07%0.13%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.01%0.25%1.32%Q4 2017Q3 202324
V Wealth Advisors LLC 13110.02%0.13%0.23%Q2 2017Q2 202324
First Heartland Consultants, Inc. 24240.02%0.09%0.18%Q4 2017Q3 202324
USAdvisors Wealth Management, LLC 24240.14%0.53%1.28%Q4 2017Q3 202324
NEXT Financial Group, Inc 2210.00%0.24%0.75%Q3 2014Q4 202123
FLAGSHIP HARBOR ADVISORS, LLC 23230.02%0.07%0.22%Q1 2018Q3 202323
Valmark Advisers, Inc. 23230.00%0.02%0.03%Q1 2018Q3 202323
Moloney Securities Asset Management, LLC 1490.05%0.08%0.14%Q4 2017Q3 202323
CITY HOLDING CO 23230.08%0.42%0.91%Q1 2018Q3 202323
Narwhal Capital Management 1940.02%0.17%0.30%Q2 2013Q3 202323
AlphaMark Advisors, LLC 23230.01%0.06%0.12%Q1 2015Q3 202023
PETTYJOHN, WOOD & WHITE, INC 23230.05%0.14%0.32%Q1 2018Q3 202323
AE Wealth Management LLC 23230.00%0.02%0.13%Q1 2018Q3 202323
Global Retirement Partners, LLC 1670.00%0.02%0.06%Q4 2017Q3 202323
1832 Asset Management L.P. 23230.00%0.00%0.00%Q1 2018Q3 202323
DELTA ASSET MANAGEMENT LLC/TN 1810.00%0.00%0.00%Q4 2016Q3 202323
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Allworth Financial LP 2110.00%0.00%0.02%Q1 2017Q3 202322
Kistler-Tiffany Companies, LLC 2110.00%0.02%0.05%Q3 2014Q2 202322
BANQUE PICTET & CIE SA 1430.00%0.04%0.09%Q2 2017Q3 202322
CENTAURUS FINANCIAL, INC. 1620.01%0.04%0.14%Q4 2017Q3 202322
JT Stratford LLC 1240.06%0.30%0.56%Q1 2017Q3 202322
NVWM, LLC 1570.00%0.64%1.61%Q4 2017Q3 202322
Prospera Financial Services Inc 930.01%0.07%0.26%Q4 2016Q3 202322
SPC Financial, Inc. 2110.05%2.98%4.00%Q1 2015Q3 202322
Pflug Koory, LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.06%0.27%Q3 2018Q3 202321
WESPAC Advisors, LLC 1040.38%1.52%3.61%Q4 2013Q3 202321
McGuire Investment Group, LLC 21210.04%0.10%0.14%Q3 2018Q3 202321
BB&T SECURITIES, LLC 1650.01%0.07%0.16%Q3 2013Q3 201921
Karp Capital Management Corp 21210.03%1.60%3.22%Q4 2014Q4 201921
CIBC Private Wealth Group, LLC 1330.00%0.00%0.00%Q4 2017Q3 202321
Mascoma Wealth Management LLC 1110.01%0.05%0.16%Q4 2016Q3 202321
PFG Advisors 1050.03%0.15%0.47%Q4 2017Q3 202321
VALLEY NATIONAL ADVISERS INC 1610.00%0.02%0.06%Q3 2017Q3 202321
Voya Financial Advisors, Inc. 21210.11%0.32%0.59%Q1 2016Q1 202121
MinichMacGregor Wealth Management, LLC 1240.02%3.53%5.22%Q4 2015Q3 202320
PRUDENTIAL FINANCIAL INC 1420.00%0.00%0.00%Q1 2018Q3 202320
Private Portfolio Partners LLC 20200.06%0.11%0.23%Q4 2018Q3 202320
SG Americas Securities, LLC 910.00%0.01%0.03%Q2 2014Q1 202320
CALTON & ASSOCIATES, INC. 1810.03%0.19%0.47%Q4 2017Q2 202320
WealthBridge Capital Management, LLC 20200.11%0.24%0.56%Q4 2018Q3 202320
BESSEMER GROUP INC 1010.00%0.02%0.36%Q1 2016Q1 202320
BAROMETER CAPITAL MANAGEMENT INC. 610.10%0.29%0.52%Q4 2013Q2 202320
FinTrust Capital Advisors, LLC 20200.01%0.03%0.08%Q4 2018Q3 202320
ACG Wealth 1710.01%0.08%0.28%Q1 2017Q2 202220
American Portfolios Advisors 20200.03%0.09%0.23%Q4 2017Q3 202220
BUCKINGHAM STRATEGIC WEALTH, LLC 20200.01%0.17%0.44%Q2 2017Q1 202220
Prestige Wealth Management Group LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
LEVEL FOUR ADVISORY SERVICES, LLC 1820.01%0.08%0.19%Q1 2017Q2 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.07%0.19%Q4 2018Q3 202320
Well Done, LLC 1730.12%0.28%0.89%Q4 2015Q3 202320
CRA Financial Services, LLC 20200.11%0.21%0.40%Q4 2018Q3 202320
Capital Asset Advisory Services LLC 1450.00%0.18%0.48%Q4 2017Q3 202219
Financial Architects, Inc 1520.01%0.06%0.11%Q4 2016Q1 202319
StoneX Group Inc. 19190.04%0.47%1.06%Q2 2017Q4 202119
Fisher Asset Management, LLC 1630.00%0.00%0.00%Q4 2018Q3 202319
MATHER GROUP, LLC. 19190.03%2.15%4.16%Q3 2014Q1 201919
Keel Point, LLC 1110.03%0.74%2.06%Q3 2016Q3 202319
Bell Rock Capital LLC 1610.08%1.31%3.42%Q4 2016Q3 202219
MACROVIEW INVESTMENT MANAGEMENT LLC 19190.01%0.02%0.03%Q3 2018Q1 202319
WEALTHSOURCE PARTNERS, LLC 1810.04%0.10%0.30%Q2 2016Q3 202319
Dynamic Advisor Solutions LLC 1020.02%0.09%0.37%Q4 2017Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.06%0.08%0.11%Q1 2019Q3 202319
Archer Investment Corp 1090.01%0.04%0.08%Q4 2018Q3 202319
USCA RIA LLC 19190.07%0.20%0.35%Q4 2015Q2 202019
Carmichael Hill & Associates, Inc. 1610.04%0.09%0.23%Q3 2018Q3 202319
Evolution Wealth Advisors, LLC 1630.03%1.90%4.33%Q4 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19190.29%0.80%2.01%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Capital Analysts, LLC 1510.00%0.00%0.00%Q4 2012Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.05%Q1 2019Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.06%0.16%0.43%Q4 2018Q3 202319
Realta Investment Advisors 19190.03%0.64%1.73%Q1 2019Q3 202319
ARS Investment Partners, LLC 820.03%0.12%0.32%Q1 2018Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
Biltmore Family Office, LLC 18180.03%0.06%0.09%Q2 2019Q3 202318
Bank of New York Mellon Corp 1210.00%0.00%0.00%Q4 2016Q3 202318
Kovack Advisors, Inc. 1610.02%0.57%1.64%Q4 2016Q3 202318
IHT Wealth Management, LLC 1440.01%0.15%0.36%Q1 2017Q3 202118
Avitas Wealth Management LLC 740.04%0.08%0.12%Q2 2018Q3 202318
Crescent Grove Advisors, LLC 1530.07%0.40%1.06%Q2 2017Q3 202318
Capital Investment Advisors, LLC 1010.01%0.01%0.02%Q3 2017Q4 202318
Mandatum Life Insurance Co Ltd 18180.03%0.09%0.23%Q4 2015Q1 202018
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
BREWIN DOLPHIN LTD 1710.00%0.07%0.13%Q3 2017Q2 202218
SUNTRUST BANKS INC 18180.01%0.04%0.07%Q2 2015Q3 201918
Lido Advisors, LLC 730.01%0.07%0.67%Q3 2017Q3 202318
Ellis Investment Partners, LLC 18180.14%0.34%0.47%Q2 2019Q3 202318
M&T BANK CORP 1210.00%0.00%0.00%Q4 2016Q2 202117
Plante Moran Financial Advisors, LLC 1020.00%0.01%0.02%Q3 2017Q3 202317
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q2 2015Q3 202317
Twin Tree Management, LP 960.00%0.03%0.10%Q3 2019Q2 202317
Compagnie Lombard Odier SCmA 710.00%0.04%0.38%Q3 2015Q3 202317
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1070.05%0.22%0.46%Q2 2018Q3 202317
Principle Wealth Partners LLC 17170.12%0.20%0.42%Q3 2019Q3 202317
Wealthspire Advisors, L.P. 17170.01%0.02%0.04%Q3 2016Q3 202017
WEBSTER BANK, N. A. 1610.00%0.00%0.01%Q4 2016Q3 202317
Pensionmark Financial Group, LLC 1110.04%0.11%0.54%Q4 2018Q3 202317
Black Swift Group, LLC 620.02%1.96%4.27%Q2 2017Q2 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 830.04%0.17%0.54%Q1 2017Q3 202217
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.11%Q4 2018Q3 202317
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1250.01%0.17%0.60%Q4 2018Q3 202317
REGIONS FINANCIAL CORP 1010.00%0.01%0.01%Q4 2017Q3 202317
9258 Wealth Management, LLC 1520.04%0.17%0.44%Q4 2018Q1 202317
Commonwealth Equity Services, Inc 17170.00%0.02%0.10%Q3 2013Q3 201717
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1160.00%0.02%0.05%Q4 2017Q3 202317
COOKSON PEIRCE & CO INC 16160.04%0.08%0.13%Q1 2016Q4 201916
Carroll Financial Associates, Inc. 16160.00%0.01%0.03%Q1 2017Q4 202016
SPRENG CAPITAL MANAGEMENT, INC. 16160.36%0.67%1.35%Q4 2019Q3 202316
ALTFEST L J & CO INC 1330.04%0.85%3.28%Q1 2018Q3 202316
CX Institutional 1310.00%0.09%0.30%Q4 2018Q3 202316
EVOKE WEALTH, LLC 1510.01%0.01%0.04%Q3 2019Q3 202316
Vantage Investment Advisors, LLC 16160.00%0.01%0.03%Q4 2013Q3 201716
BELLEVUE ASSET MANAGEMENT, LLC 16160.06%0.07%0.12%Q4 2019Q3 202316
ASHFORD CAPITAL MANAGEMENT INC 16160.16%0.43%0.66%Q4 2016Q3 202016
TRUSTCORE FINANCIAL SERVICES, LLC 930.00%0.00%0.01%Q4 2017Q4 202216
TRUIST FINANCIAL CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.05%0.12%Q4 2019Q3 202316
RAYMOND JAMES TRUST N.A. 720.01%0.02%0.04%Q2 2017Q3 202316
Clark Capital Management Group, Inc. 510.03%0.14%0.42%Q3 2013Q1 202316
First Allied Advisory Services, Inc. 16160.03%0.06%0.15%Q4 2016Q3 202016
Kore Private Wealth LLC 16160.07%0.09%0.16%Q4 2018Q3 202216
Strategic Advisors LLC 820.08%0.13%0.17%Q3 2014Q4 201916
Firestone Capital Management 16160.14%0.17%0.21%Q4 2019Q3 202316
1834 INVESTMENT ADVISORS CO 1420.00%0.04%0.25%Q4 2017Q4 202116
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.07%0.18%Q1 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Lowe Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2014Q3 201916
MAI Capital Management 970.00%0.06%0.15%Q2 2017Q3 202316
D.A. DAVIDSON & CO. 830.01%0.06%0.15%Q3 2013Q3 202316
Psagot Value Holdings Ltd. 16160.01%0.28%1.37%Q4 2015Q3 201916
FAS Wealth Partners, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
L & S Advisors Inc 1310.04%0.10%0.21%Q1 2014Q2 201816
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15150.04%0.08%0.16%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.05%0.08%Q1 2020Q3 202315
MEITAV INVESTMENT HOUSE LTD 1210.02%0.36%1.64%Q2 2018Q3 202315
Csenge Advisory Group 410.00%0.12%0.49%Q3 2017Q3 202315
Advisor Group, Inc. 15150.03%0.20%0.36%Q2 2016Q4 201915
Caprock Group, LLC 15150.04%0.08%0.12%Q1 2020Q3 202315
Glassman Wealth Services 15150.00%0.00%0.00%Q1 2020Q3 202315
Hilltop Holdings Inc. 1410.04%0.08%0.39%Q3 2018Q3 202315
FIFTH THIRD SECURITIES, INC. 610.22%0.82%1.43%Q4 2016Q3 202315
Integrated Advisors Network LLC 15150.03%0.06%0.14%Q1 2020Q3 202315
Quantitative Investment Management, LLC 910.01%0.12%0.40%Q4 2017Q1 202315
Capital Advisors, Ltd. LLC 15150.31%0.36%0.42%Q1 2020Q3 202315
STRATEGIC WEALTH MANAGEMENT INC 1411.74%4.29%6.53%Q3 2014Q1 202015
Ironwood Financial, llc 15150.00%0.01%0.02%Q1 2018Q3 202115
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1210.75%1.11%2.60%Q3 2018Q3 202315
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q3 2017Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.26%0.40%0.66%Q4 2019Q3 202315
IFG Advisory, LLC 1310.03%0.26%0.37%Q4 2017Q3 202315
Kingfisher Capital LLC 1110.07%0.17%0.22%Q4 2015Q3 202215
HRT FINANCIAL LP 510.01%0.14%0.50%Q2 2015Q3 202315
NORTHERN TRUST CORP 710.00%0.00%0.00%Q3 2017Q3 202315
BNP PARIBAS FINANCIAL MARKETS 1410.00%0.01%0.07%Q1 2016Q3 202315
Winslow, Evans & Crocker, Inc. 15150.00%0.05%0.16%Q2 2017Q4 202015
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Symphony Financial, Ltd. Co. 15150.06%0.10%0.19%Q1 2020Q3 202315
Atria Investments, Inc 510.01%0.06%0.15%Q1 2016Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Lehman & Derafelo Financial Resources LLC 1220.02%0.02%0.03%Q4 2018Q3 202214
Cresset Asset Management, LLC 730.00%0.00%0.01%Q2 2019Q3 202314
Gladstone Institutional Advisory LLC 710.02%0.11%0.30%Q4 2018Q3 202314
PACIFIC SUN FINANCIAL CORP 610.23%0.53%0.69%Q2 2018Q2 202314
Ellevest, Inc. 14140.00%0.00%0.01%Q2 2019Q3 202214
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
NEVILLE RODIE & SHAW INC 860.02%0.09%0.16%Q4 2018Q2 202314
Wealthspire Advisors, LLC 1130.00%0.01%0.02%Q3 2019Q3 202314
Mosaic Family Wealth, LLC 14140.02%0.04%0.07%Q4 2015Q1 201914
B. Riley Wealth Management, Inc. 610.00%0.06%0.50%Q1 2014Q2 202214
Banco de Sabadell, S.A 770.07%0.09%0.13%Q4 2017Q2 202114
Jacobi Capital Management LLC 1110.00%0.01%0.01%Q2 2017Q3 202114
MSI Financial Services Inc 1310.00%0.05%0.30%Q2 2013Q4 201614
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 14140.51%1.01%1.31%Q3 2014Q4 201714
Winch Advisory Services, LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
Towercrest Capital Management 14140.07%0.08%0.10%Q2 2020Q3 202314
Centerpoint Advisors, LLC 14140.02%0.06%0.11%Q2 2020Q3 202314
NATIONAL PLANNING CORP 14140.03%0.16%0.43%Q2 2014Q3 201714
Laurel Wealth Advisors, Inc. 13130.06%0.14%0.29%Q3 2017Q3 202013
Rice Partnership, LLC 610.00%0.00%0.01%Q2 2019Q1 202313
Sonora Investment Management, LLC 1210.00%0.00%0.01%Q4 2017Q3 202113
Arkadios Wealth Advisors 940.01%0.03%0.05%Q4 2019Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 850.02%0.03%0.04%Q2 2020Q3 202313
Selective Wealth Management, Inc. 13130.03%0.06%0.13%Q3 2019Q3 202213
Founders Financial Alliance, LLC 13130.02%0.04%0.11%Q3 2020Q3 202313
TSFG, LLC 760.01%0.04%0.09%Q1 2019Q3 202313
Banque Cantonale Vaudoise 13130.00%0.01%0.01%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.02%0.08%0.32%Q4 2019Q3 202313
FDx Advisors, Inc. 510.01%0.02%0.03%Q1 2017Q3 202313
Harel Insurance Investments & Financial Services Ltd. 630.00%0.27%1.26%Q4 2017Q3 202313
FLC Capital Advisors 13130.21%0.27%0.32%Q2 2020Q2 202313
PEDDOCK CAPITAL ADVISORS, LLC 1110.02%0.03%0.04%Q3 2016Q4 202013
Kestra Advisory Services, LLC 13130.05%0.09%0.21%Q3 2020Q3 202313
Affiance Financial, LLC 13130.00%0.01%0.05%Q4 2019Q4 202213
GRIMES & COMPANY, INC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Wagner Wealth Management, LLC 840.01%0.04%0.10%Q4 2017Q3 202212
Charter Oak Capital Management, LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.03%0.06%0.07%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
Sandy Spring Bank 930.00%0.00%0.00%Q2 2014Q3 202312
Lee Financial Group Hawaii, Inc. 930.36%4.79%7.63%Q4 2017Q4 202012
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.07%0.14%Q4 2018Q3 202112
WADE G W & INC 12120.01%0.03%0.03%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.25%0.32%0.38%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 840.00%0.00%0.00%Q3 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 810.00%0.00%0.01%Q3 2017Q3 202312
FMA ADVISORY INC 12120.11%0.22%0.31%Q1 2018Q4 202012
Ameritas Investment Partners, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Monument Capital Management 12120.76%1.58%3.75%Q4 2017Q3 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Vontobel Holding Ltd. 12120.01%0.01%0.02%Q4 2020Q3 202312
ADVANTAGE INVESTMENT MANAGEMENT, LLC 610.00%0.04%0.12%Q1 2015Q3 201912
Cedar Brook Financial Partners, LLC 530.05%0.15%0.30%Q4 2018Q2 202312
Octavia Wealth Advisors, LLC 12120.06%0.08%0.12%Q4 2020Q3 202312
Madden Advisory Services, Inc. 12120.06%0.35%0.46%Q1 2017Q4 201912
Traynor Capital Management, Inc. 12120.14%0.17%0.26%Q1 2017Q4 201912
Global Financial Private Capital, Inc 12120.00%0.02%0.04%Q3 2017Q2 202012
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q4 2015Q3 201812
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
Advisors Preferred, LLC 410.02%0.13%0.89%Q4 2013Q1 202312
Qube Research & Technologies Ltd 510.00%0.03%0.12%Q4 2019Q3 202312
Greystone Financial Group, LLC 12120.16%0.27%0.40%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.97%2.29%3.14%Q4 2020Q3 202312
PLANNING DIRECTIONS INC 840.19%1.15%2.60%Q1 2018Q1 202112
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.01%Q4 2016Q3 202312
DFPG INVESTMENTS, LLC 750.08%0.51%0.79%Q4 2018Q3 202312
Burns Matteson Capital Management, LLC 11110.30%0.36%0.52%Q4 2020Q2 202311
Ahrens Investment Partners LLC 410.01%0.10%0.24%Q4 2016Q1 202311
Spire Wealth Management 11110.01%0.03%0.08%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
LexAurum Advisors, LLC 830.06%0.16%0.21%Q1 2018Q3 202311
Ruggie Capital Group 11110.09%1.50%3.23%Q2 2017Q4 201911
CAROLINAS WEALTH CONSULTING LLC 920.00%0.01%0.03%Q1 2020Q2 202311
Inscription Capital, LLC 710.08%0.66%1.43%Q4 2018Q3 202311
Sowell Financial Services LLC 720.01%0.08%0.18%Q4 2018Q2 202311
LEAVELL INVESTMENT MANAGEMENT, INC. 11110.04%0.05%0.06%Q1 2018Q3 202011
Horan Securities, Inc. 11110.01%0.01%0.02%Q1 2017Q3 201911
OneDigital Investment Advisors LLC 410.01%0.06%0.32%Q3 2017Q3 202311
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q2 2018Q2 202211
TrueWealth Advisors, LLC 11110.10%0.16%0.61%Q4 2020Q2 202311
Sugarloaf Wealth Management, LLC 1010.00%0.01%0.03%Q1 2020Q2 202311
Ameritas Investment Company, LLC 11110.02%0.31%0.72%Q1 2019Q3 202111
Wealth Alliance 11110.05%0.06%0.07%Q1 2021Q3 202311
Tradewinds Capital Management, LLC 1010.00%0.00%0.01%Q4 2019Q3 202311
Valeo Financial Advisors, LLC 1010.00%0.01%0.02%Q1 2018Q4 202011
CAMG Solamere Management, LLC 11110.12%0.27%0.43%Q3 2017Q1 202011
Greenwich Wealth Management LLC 11110.05%0.06%0.09%Q3 2017Q1 202011
FIRST NATIONAL CORP /MA/ /ADV 650.23%0.63%1.01%Q4 2018Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 610.08%0.75%2.40%Q4 2013Q1 202011
Certified Advisory Corp 11110.69%1.43%1.77%Q4 2017Q2 202011
WHALEROCK POINT PARTNERS, LLC 11110.09%0.19%0.28%Q3 2017Q1 202011
Westside Investment Management, Inc. 910.00%0.01%0.01%Q4 2016Q1 202011
Bard Financial Services, Inc. 11110.10%0.11%0.13%Q4 2020Q2 202311
Arete Wealth Advisors, LLC 710.02%0.09%0.13%Q4 2018Q3 202311
TWO SIGMA INVESTMENTS, LP 410.00%0.02%0.07%Q3 2018Q3 202311
BEACON INVESTMENT ADVISORY SERVICES, INC. 610.02%0.04%0.06%Q2 2015Q3 201811
Bison Wealth, LLC 11110.00%0.01%0.02%Q4 2019Q2 202211
Ayalon Insurance Comp Ltd. 740.09%0.48%0.81%Q3 2018Q3 202311
BCK CAPITAL MANAGEMENT LP 11110.57%0.94%1.82%Q4 2020Q2 202311
COMERICA BANK 1010.00%0.00%0.01%Q3 2017Q3 202311
OPPENHEIMER ASSET MANAGEMENT INC. 11110.01%0.01%0.02%Q2 2017Q4 201911
Essex Financial Services, Inc. 610.06%0.09%0.15%Q4 2016Q3 202310
IAG Wealth Partners, LLC 10100.01%0.01%0.01%Q2 2020Q3 202210
Independent Family Office, LLC 510.07%0.11%0.14%Q4 2019Q3 202310
Castle Rock Wealth Management, LLC 420.19%0.38%0.69%Q4 2017Q3 202310
MOSELEY INVESTMENT MANAGEMENT INC 710.10%0.26%0.46%Q1 2019Q1 202210
Diligent Investors, LLC 410.06%0.10%0.13%Q4 2017Q2 202310
Game Plan Financial Advisors, LLC 520.90%1.13%1.64%Q4 2019Q4 202210
COLONY GROUP LLC 410.01%0.07%0.59%Q4 2014Q3 202310
GRIFFIN ASSET MANAGEMENT, INC. 610.03%0.04%0.05%Q1 2018Q3 202310
DeDora Capital, Inc. 910.01%0.22%0.27%Q4 2017Q1 202210
HARBOUR INVESTMENTS, INC. 640.06%0.08%0.09%Q1 2021Q3 202310
Smith Anglin Financial, LLC 550.06%0.17%0.30%Q4 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.02%0.03%Q4 2020Q3 202310
Community Bank, N.A. 10100.00%0.00%0.00%Q3 2017Q4 201910
PARK AVENUE SECURITIES LLC 910.01%0.02%0.03%Q4 2019Q3 202310
MASSMUTUAL TRUST CO FSB/ADV 910.00%0.00%0.00%Q4 2020Q2 202310
Ausdal Financial Partners, Inc. 310.02%0.04%0.09%Q4 2015Q3 202310
Ifrah Financial Services, Inc. 730.08%0.13%0.19%Q3 2017Q3 202310
Providence Capital Advisors, LLC 10100.01%0.04%0.07%Q4 2017Q1 202010
Bellwether Advisors, LLC 10100.01%0.01%0.02%Q4 2020Q1 202310
Atlas Private Wealth Advisors 820.05%0.13%0.23%Q2 2020Q3 202310
Solstein Capital, LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
ARROW FINANCIAL CORP 10100.00%0.01%0.01%Q4 2017Q1 202010
Permanens Capital L.P. 10100.00%0.00%0.00%Q1 2019Q2 202110
Teamwork Financial Advisors, LLC 730.07%0.14%0.26%Q1 2021Q3 202310
UBS ASSET MANAGEMENT AMERICAS INC 820.00%0.00%0.00%Q4 2017Q1 202110
AMERICAN ASSET MANAGEMENT INC. 10100.18%0.31%0.46%Q3 2017Q4 201910
Milestone Advisory Partners 991.87%2.57%3.29%Q4 2017Q4 20199
TWO SIGMA ADVISERS, LP 410.00%0.01%0.03%Q4 2018Q3 20239
BAR HARBOR WEALTH MANAGEMENT 990.05%0.08%0.10%Q4 2017Q4 20199
Main Management LLC 540.00%0.60%1.55%Q1 2020Q3 20239
Virtu Financial LLC 410.03%0.22%0.77%Q4 2016Q3 20199
Bogart Wealth, LLC 720.00%0.01%0.03%Q3 2017Q3 20239
TrinityPoint Wealth, LLC 990.06%0.07%0.08%Q3 2021Q3 20239
Argent Trust Co 990.02%0.04%0.09%Q1 2018Q1 20209
EPG Wealth Management LLC 510.01%0.12%0.29%Q1 2020Q3 20239
Almanack Investment Partners, LLC. 990.02%0.05%0.12%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.28%0.33%0.40%Q3 2021Q3 20239
Riggs Asset Managment Co. Inc. 990.05%0.07%0.09%Q4 2017Q4 20199
Leicht Financial Planning & Wealth Management, Inc. 990.29%1.45%3.41%Q4 2016Q4 20189
Heritage Wealth Advisors 630.00%0.00%0.01%Q3 2018Q3 20239
TIEDEMANN ADVISORS, LLC 410.01%0.02%0.06%Q3 2018Q1 20229
Freestone Capital Holdings, LLC 720.00%0.01%0.01%Q3 2020Q2 20239
Simplicity Solutions, LLC 990.01%0.03%0.10%Q2 2018Q2 20209
BENJAMIN EDWARDS INC 630.03%0.10%0.16%Q1 2020Q3 20239
American Financial Network Advisory Services LLC 990.92%1.55%2.10%Q3 2017Q3 20199
WealthTrust-Arizona, LLC 990.04%0.20%0.34%Q4 2016Q4 20189
VSR Financial Services, Inc. 990.09%0.10%0.12%Q1 2014Q1 20169
FLOW TRADERS U.S. LLC 310.00%0.13%0.36%Q4 2016Q2 20239
Willingdon Wealth Management 990.01%0.04%0.06%Q1 2018Q1 20209
Newbridge Financial Services Group, Inc. 810.00%0.08%0.15%Q2 2021Q3 20239
SPINNAKER TRUST 510.12%0.24%0.27%Q3 2015Q4 20199
Raab & Moskowitz Asset Management LLC 720.00%0.22%0.34%Q3 2018Q3 20239
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.00%0.01%0.01%Q1 2020Q1 20229
Jackson Financial Management 995.71%6.90%7.84%Q4 2017Q4 20199
Hoxton Financial, Inc. 993.39%3.86%4.65%Q1 2014Q1 20169
Onyx Bridge Wealth Group LLC 990.08%0.13%0.17%Q3 2021Q3 20239
First Horizon Advisors, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 990.01%0.03%0.04%Q3 2021Q3 20239
Providence First Trust Co 540.09%0.11%0.13%Q1 2021Q2 20239
Good Life Advisors, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
Vishria Bird Financial Group, LLC 883.62%4.44%5.85%Q2 2018Q1 20208
MGO ONE SEVEN LLC 620.00%0.04%0.12%Q4 2017Q3 20238
Choate Investment Advisors 880.01%0.01%0.01%Q4 2021Q3 20238
Krilogy Financial LLC 710.01%0.03%0.16%Q2 2016Q2 20238
PITTENGER & ANDERSON INC 880.00%0.00%0.00%Q1 2017Q4 20188
Allen Capital Group, LLC 530.06%0.10%0.13%Q3 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.00%0.12%0.50%Q1 2017Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 881.84%2.67%3.34%Q4 2021Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.63%0.72%0.83%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.58%0.66%0.71%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.03%0.06%Q4 2021Q3 20238
BAKER TILLY WEALTH MANAGEMENT, LLC 530.02%0.03%0.04%Q1 2021Q2 20238
HL FINANCIAL SERVICES LLC 530.01%0.02%0.02%Q1 2017Q1 20198
Secure Asset Management, LLC 880.36%0.55%0.77%Q4 2021Q3 20238
Visionary Asset Management, Inc. 610.04%0.07%0.12%Q3 2013Q3 20188
Sargent Bickham Lagudis LLC 710.00%0.00%0.01%Q3 2017Q4 20228
WFA Asset Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q4 2021Q3 20238
QUATTRO FINANCIAL ADVISORS LLC 410.02%0.30%0.73%Q2 2018Q1 20228
Beaumont Financial Partners, LLC 420.11%0.31%0.42%Q1 2017Q4 20198
Concord Wealth Partners 410.00%0.01%0.01%Q4 2020Q3 20238
Seelaus Asset Management LLC 440.19%0.21%0.22%Q4 2017Q4 20198
WFG Advisors, LP 530.00%0.01%0.02%Q1 2015Q2 20178
Global Trust Asset Management, LLC 410.00%0.12%0.32%Q4 2017Q2 20238
Integrity Financial Corp /WA 880.00%0.00%0.02%Q4 2021Q3 20238
COURIER CAPITAL LLC 880.07%0.08%0.09%Q1 2018Q4 20198
MBM Wealth Consultants, LLC 880.03%0.05%0.06%Q4 2018Q3 20208
Golden State Wealth Management, LLC 410.04%0.25%0.47%Q1 2019Q1 20228
M Holdings Securities, Inc. 710.04%0.15%0.27%Q3 2014Q4 20188
HERBST GROUP, LLC 881.99%3.09%3.84%Q4 2021Q3 20238
RMR Wealth Builders 620.01%0.04%0.06%Q4 2020Q2 20238
Virtu KCG Holdings LLC 410.00%0.01%0.04%Q4 2013Q1 20168
GODSEY & GIBB, INC 510.01%0.02%0.04%Q2 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.01%Q4 2020Q4 20228
ENTERPRISE FINANCIAL SERVICES CORP 880.01%0.02%0.05%Q3 2018Q2 20208
Atria Wealth Solutions, Inc. 770.00%0.04%0.08%Q1 2022Q3 20238
Sharkey, Howes & Javer 880.00%0.00%0.00%Q3 2017Q2 20198
Patten Group, Inc. 880.03%0.04%0.05%Q1 2017Q4 20188
Sequoia Wealth Management, LLC 620.61%1.52%5.89%Q4 2017Q4 20198
Orion Portfolio Solutions, LLC 530.00%0.01%0.01%Q4 2019Q4 20228
PRELUDE CAPITAL MANAGEMENT, LLC 320.00%0.00%0.01%Q1 2014Q3 20208
Rehmann Capital Advisory Group 320.01%0.02%0.02%Q1 2018Q2 20238
Canton Hathaway, LLC 880.01%0.03%0.06%Q3 2018Q2 20208
BOSTON PRIVATE BANK & TRUST CO 880.00%0.01%0.01%Q2 2013Q1 20158
GREAT VALLEY ADVISOR GROUP, INC. 530.02%0.27%0.47%Q4 2018Q2 20228
Financial Management Professionals, Inc. 530.00%1.24%2.14%Q4 2013Q3 20188
Missouri Trust & Investment Co 880.01%0.02%0.06%Q4 2021Q3 20238
Lumina Fund Management LLC 880.61%0.78%0.87%Q4 2018Q3 20208
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 620.00%0.01%0.01%Q4 2017Q2 20218
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 530.00%0.00%0.00%Q2 2019Q3 20238
Ignite Planners, LLC 880.72%0.96%1.23%Q4 2021Q3 20238
City State Bank 880.03%0.03%0.04%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Virtue Capital Management, LLC 620.02%0.07%0.14%Q4 2017Q3 20238
Ameritas Advisory Services, LLC 880.04%0.07%0.16%Q4 2021Q3 20238
Savior LLC 710.01%0.04%0.06%Q4 2019Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MDE Group 880.04%0.06%0.08%Q2 2013Q1 20158
Cavalier Investments, LLC 880.03%0.87%1.37%Q1 2017Q4 20188
Avion Wealth 770.01%0.02%0.03%Q1 2022Q3 20237
WealthTrust Fairport, LLC 770.18%0.26%0.29%Q4 2013Q2 20157
CONFLUENCE INVESTMENT MANAGEMENT LLC 610.01%0.05%0.06%Q1 2014Q3 20237
MBL Wealth, LLC 770.11%0.12%0.14%Q1 2022Q3 20237
Shamrock Asset Management LLC 770.00%0.13%0.27%Q1 2018Q3 20197
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.02%0.03%0.06%Q1 2022Q3 20237
WealthCare Investment Partners, LLC 770.72%1.62%2.45%Q1 2022Q3 20237
GREENWOOD CAPITAL ASSOCIATES LLC 310.05%0.27%1.03%Q1 2016Q2 20237
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 320.04%0.69%3.66%Q3 2018Q4 20227
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
Freedom Investment Management, Inc. 770.03%0.10%0.18%Q1 2022Q3 20237
Leonard Rickey Investment Advisors P.L.L.C. 520.15%0.24%0.29%Q4 2017Q4 20197
Portfolio Strategies, Inc. 610.56%1.06%1.72%Q4 2017Q1 20237
Sequoia Financial Advisors, LLC 430.01%0.02%0.04%Q3 2017Q3 20237
Bramshill Investments, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Financial Gravity Asset Management, Inc. 430.00%0.02%0.04%Q1 2019Q2 20237
SFMG, LLC 430.04%0.05%0.08%Q1 2018Q3 20237
BDO Wealth Advisors, LLC 770.03%0.05%0.08%Q2 2019Q4 20207
Weaver Consulting Group 770.04%0.06%0.08%Q1 2019Q3 20207
MAGNOLIA CAPITAL MANAGEMENT LTD 770.29%0.41%0.46%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.00%0.01%0.09%Q1 2022Q3 20237
Cerity Partners LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Meridian Wealth Management, LLC 610.01%0.02%0.03%Q2 2019Q3 20237
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
KFA Private Wealth Group, LLC 770.13%0.18%0.23%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.00%0.07%0.48%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.01%0.01%Q1 2022Q3 20237
Phoenix Holdings Ltd. 770.00%0.02%0.04%Q1 2022Q3 20237
Sage Capital Advisors,llc 770.55%0.73%0.82%Q3 2017Q1 20197
SOUTHERN CAPITAL ADVISORS, LLC 770.43%0.55%0.62%Q1 2022Q3 20237
LFA - Lugano Financial Advisors SA 430.01%0.01%0.04%Q2 2018Q2 20227
ASB Consultores, LLC 771.25%1.52%1.78%Q1 2022Q3 20237
Kovitz Investment Group Partners, LLC 430.01%0.01%0.02%Q3 2019Q4 20217
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 520.00%0.00%0.01%Q1 2014Q3 20187
Stadion Money Management, LLC 430.05%0.22%0.47%Q2 2013Q1 20187
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Kessler Investment Group, LLC 770.05%0.28%1.57%Q2 2013Q4 20147
PRINCETON CAPITAL MANAGEMENT LLC 770.06%0.06%0.08%Q1 2018Q3 20197
MANCHESTER FINANCIAL INC 610.02%0.02%0.03%Q2 2019Q1 20217
Future Financial Wealth Managment LLC 770.21%0.38%1.03%Q4 2020Q2 20227
BerganKDV Wealth Management, LLC 430.00%0.01%0.01%Q2 2018Q2 20207
MRA Advisory Group 772.02%2.61%3.52%Q1 2022Q3 20237
Bank Julius Baer & Co. Ltd, Zurich 770.00%0.00%0.00%Q1 2020Q3 20217
Merit Financial Group, LLC 770.02%0.03%0.05%Q1 2022Q3 20237
NWAM LLC 610.01%0.10%0.32%Q1 2020Q3 20227
SOA Wealth Advisors, LLC. 770.01%0.02%0.03%Q1 2022Q3 20237
CreativeOne Wealth, LLC 210.01%0.03%0.05%Q1 2020Q2 20237
Tyler-Stone Wealth Management 520.05%0.07%0.09%Q4 2021Q3 20237
New England Investment & Retirement Group, Inc. 610.03%2.17%6.07%Q2 2017Q1 20207
McClarren Financial Advisors, Inc. 520.00%0.06%0.09%Q4 2020Q3 20237
Edge Advisors, LLC 770.08%0.08%0.09%Q4 2016Q2 20187
Focused Wealth Management, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.03%Q4 2017Q3 20197
Atlas Financial Advisors, Inc. 770.27%0.44%0.58%Q1 2022Q3 20237
PSI Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WNY Asset Management, LLC 770.09%0.45%0.96%Q1 2022Q3 20237
Poehling Capital Management, INC. 770.08%0.09%0.10%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 770.00%0.00%0.00%Q1 2022Q3 20237
FIRST MIDWEST BANK TRUST DIVISION 770.25%0.32%0.42%Q3 2017Q1 20197
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.00%0.00%0.01%Q4 2017Q1 20196
Lindbrook Capital, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
Antonetti Capital Management LLC 510.01%0.22%0.69%Q2 2010Q3 20226
CAHILL FINANCIAL ADVISORS INC 660.05%0.08%0.10%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.00%0.01%0.01%Q2 2022Q3 20236
BRASADA CAPITAL MANAGEMENT, LP 660.07%0.08%0.09%Q2 2022Q3 20236
Genesee Capital Advisors, LLC 510.30%0.73%0.88%Q4 2018Q3 20236
Clearview Wealth Advisors LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Anchor Investment Management, LLC 510.00%0.00%0.00%Q3 2017Q4 20236
Intrepid Financial Planning Group LLC 660.59%0.63%0.68%Q2 2022Q3 20236
J Arnold Wealth Management Co 510.00%0.04%0.25%Q4 2019Q2 20216
Salomon & Ludwin, LLC 660.08%0.10%0.11%Q2 2022Q3 20236
TimeScale Financial, Inc. 410.00%0.01%0.02%Q2 2019Q1 20216
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q1 2020Q2 20216
TCI Wealth Advisors, Inc. 310.00%0.02%0.11%Q4 2017Q4 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
PHILADELPHIA TRUST CO 420.27%0.33%0.39%Q1 2022Q3 20236
CENTRAL TRUST Co 660.00%0.00%0.00%Q2 2020Q3 20216
Atlas Private Wealth Management, LLC 660.09%0.09%0.11%Q4 2019Q1 20216
Artemis Wealth Advisors, LLC 660.16%0.21%0.28%Q2 2022Q3 20236
Interchange Capital Partners, LLC 510.02%0.29%0.46%Q4 2020Q3 20236
TRUST DEPARTMENT MB FINANCIAL BANK N A 420.01%0.01%0.01%Q2 2013Q4 20186
HAZLETT, BURT & WATSON, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
NEIRG Wealth Management, LLC 660.07%0.52%0.70%Q1 2022Q2 20236
Venturi Wealth Management, LLC 410.00%0.03%0.11%Q3 2017Q3 20236
MIRABELLA FINANCIAL SERVICES LLP 510.13%1.48%3.23%Q2 2020Q4 20226
Gradient Investments LLC 210.00%0.00%0.00%Q4 2017Q3 20236
AVIANCE CAPITAL MANAGEMENT, LLC 330.05%0.36%0.99%Q3 2017Q1 20196
Executive Wealth Management, LLC 420.00%0.05%0.10%Q1 2019Q3 20236
ASSET ADVISORS CORP 660.00%0.02%0.06%Q1 2017Q2 20186
Eudaimonia Partners, LLC 660.04%0.05%0.08%Q4 2019Q1 20216
TRANSCEND CAPITAL ADVISORS, LLC 660.10%0.11%0.12%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.03%0.04%0.05%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.06%0.08%0.10%Q2 2018Q3 20196
WOLFF WIESE MAGANA LLC 660.00%0.02%0.05%Q2 2022Q3 20236
Fieldpoint Private Securities, LLC 510.00%0.01%0.03%Q4 2018Q4 20206
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
MARSHALL WACE, LLP 210.00%0.00%0.01%Q3 2018Q3 20226
Mayfair Advisory Group, LLC 660.31%0.42%0.49%Q2 2022Q3 20236
Montecito Bank & Trust 310.07%0.18%0.25%Q3 2013Q3 20186
Visionary Wealth Advisors 660.02%0.02%0.03%Q2 2022Q3 20236
Financial Insights, Inc. 510.09%0.22%0.26%Q4 2018Q2 20216
IPG Investment Advisors LLC 510.07%0.09%0.15%Q4 2016Q1 20206
FIRST MANHATTAN CO. LLC. 510.00%0.00%0.00%Q3 2020Q3 20236
SII INVESTMENTS INC/WI 510.02%0.04%0.08%Q2 2016Q4 20176
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.01%0.05%0.14%Q4 2013Q2 20236
PATRON PARTNERS, LLC 660.27%0.28%0.30%Q2 2022Q3 20236
Asset Dedication, LLC 310.00%0.01%0.02%Q4 2015Q3 20216
Fort Point Capital Partners LLC 660.15%0.17%0.20%Q1 2016Q2 20176
Quent Capital, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
WealthPLAN Partners, LLC 210.00%0.02%0.07%Q2 2016Q2 20236
SVB WEALTH LLC 660.01%0.01%0.01%Q2 2022Q3 20236
New Millennium Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
CAPITAL FUND MANAGEMENT S.A. 330.01%0.01%0.02%Q1 2023Q3 20236
Trilogy Capital Inc. 420.02%0.10%0.15%Q1 2018Q3 20216
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.06%0.12%Q2 2022Q3 20236
Mariner, LLC 510.00%0.01%0.01%Q3 2016Q3 20236
ZWJ INVESTMENT COUNSEL INC 420.04%0.06%0.07%Q1 2017Q1 20206
Connectus Wealth, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Concert Wealth Management Inc. 660.04%0.05%0.07%Q4 2015Q1 20176
IBEX WEALTH ADVISORS 310.01%0.08%0.18%Q4 2016Q4 20226
Richard Bernstein Advisors LLC 661.30%1.51%1.65%Q2 2022Q3 20236
Strategic Blueprint, LLC 550.92%1.23%1.38%Q4 2018Q4 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Zions Bancorporation, N.A. 320.00%0.00%0.00%Q1 2019Q3 20205
Perigon Wealth Management, LLC 410.04%0.26%0.40%Q4 2019Q3 20235
Faithward Advisors, LLC 550.00%0.01%0.01%Q1 2022Q1 20235
First Washington CORP 550.01%0.02%0.06%Q3 2018Q3 20195
NewSquare Capital LLC 410.00%0.01%0.01%Q1 2018Q3 20235
NORTHSTAR WEALTH PARTNERS LLC 550.39%0.64%0.94%Q2 2017Q2 20185
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
Timber Hill LLC 550.00%0.01%0.01%Q4 2013Q4 20145
PFS Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Delek Group, Ltd. 550.01%0.04%0.06%Q4 2017Q4 20185
Global Assets Advisory, LLC 550.64%0.75%0.82%Q3 2022Q3 20235
WealthShield Partners, LLC 410.03%0.10%0.34%Q1 2022Q3 20235
Clarus Wealth Advisors 550.01%0.06%0.14%Q2 2018Q2 20195
Schonfeld Strategic Advisors LLC 550.01%0.02%0.04%Q1 2022Q1 20235
Itau Unibanco Holding S.A. 410.02%0.04%0.09%Q2 2021Q1 20235
Gupta Wealth Management LLC 550.00%0.04%0.06%Q1 2015Q1 20165
ACIMA PRIVATE WEALTH, LLC 550.02%0.02%0.03%Q3 2019Q3 20205
Baystate Wealth Management LLC 410.00%0.00%0.00%Q3 2017Q1 20235
CAPITAL ONE FINANCIAL CORP 550.03%0.08%0.12%Q1 2020Q1 20215
Wealthfront Advisers LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MARCO INVESTMENT MANAGEMENT LLC 320.02%0.03%0.03%Q3 2019Q2 20235
Blue Trust, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Capital Advisory Group Advisory Services, LLC 550.00%0.00%0.01%Q4 2018Q4 20195
Ranch Capital Advisors Inc. 550.03%0.03%0.03%Q1 2020Q1 20215
Vestmark Advisory Solutions, Inc. 550.02%0.02%0.02%Q2 2022Q2 20235
Cornerstone Financial Partners, LLC 550.09%0.14%0.19%Q4 2016Q4 20175
Bristlecone Advisors, LLC 550.11%0.19%0.23%Q3 2022Q3 20235
TUDOR INVESTMENT CORP ET AL 550.04%0.05%0.07%Q1 2022Q1 20235
St. Johns Investment Management Company, LLC 550.02%0.03%0.03%Q4 2017Q4 20185
Laffer Tengler Investments, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Vigilare Wealth Management 410.14%0.22%0.30%Q4 2019Q2 20235
Hoover Financial Advisors, Inc. 550.00%0.01%0.01%Q2 2020Q2 20215
Independent Advisor Alliance 210.02%0.06%0.13%Q1 2017Q2 20215
Manifold Partners, LLC 553.00%3.76%4.79%Q1 2017Q1 20185
Avestar Capital, LLC 550.34%0.69%1.20%Q4 2017Q4 20185
Financial Sense Advisors, Inc. 410.10%0.88%3.90%Q3 2018Q4 20195
Allianz Asset Management GmbH 320.02%0.03%0.04%Q3 2017Q1 20195
Intercontinental Wealth Advisors, LLC 550.04%0.05%0.09%Q4 2018Q4 20195
IAM Advisory, LLC 550.45%0.47%0.52%Q1 2022Q1 20235
Yarbrough Capital, LLC 550.19%0.23%0.28%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.04%0.05%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Great Diamond Partners, LLC 410.12%0.31%0.38%Q4 2019Q3 20235
PINNACLE ASSOCIATES LTD 550.02%0.03%0.04%Q1 2019Q1 20205
SILVERLAKE WEALTH MANAGEMENT LLC 410.13%0.20%0.29%Q2 2022Q3 20235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Darwin Wealth Management, LLC 210.01%0.15%0.37%Q2 2018Q1 20235
Edge Capital Group, LLC 550.09%0.10%0.11%Q4 2018Q4 20195
Cobble Hill Financial Services, INC 550.06%0.07%0.09%Q3 2013Q3 20145
ORRSTOWN FINANCIAL SERVICES INC 550.00%0.00%0.00%Q2 2018Q2 20195
Legend Financial Advisors, Inc. 556.75%7.51%9.04%Q4 2018Q4 20195
Purus Wealth Management, LLC 550.35%0.42%0.51%Q3 2022Q3 20235
KMS FINANCIAL SERVICES, INC 550.06%0.07%0.09%Q3 2013Q3 20145
Berkeley Capital Partners, LLC 550.09%0.11%0.12%Q3 2022Q3 20235
CYPRESS ASSET MANAGEMENT INC/TX 550.17%0.28%0.38%Q2 2022Q2 20235
SECURITY NATIONAL TRUST CO 550.00%0.00%0.00%Q3 2020Q3 20215
Lake Point Wealth Management 320.00%0.01%0.01%Q4 2018Q1 20205
Jefferies Group LLC 110.00%0.01%0.01%Q2 2013Q3 20225
Wealth & Pension Services Group, Inc. 550.37%0.60%0.87%Q3 2018Q3 20195
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.10%0.35%0.54%Q4 2019Q4 20205
Global Wealth Strategies & Associates 550.01%0.01%0.01%Q4 2022Q4 20235
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
D. E. Shaw & Co., Inc. 310.00%0.01%0.05%Q3 2019Q1 20235
Cable Hill Partners, LLC 320.01%0.01%0.01%Q3 2016Q4 20175
IFC Holdings Incorporated/FL 550.03%0.06%0.09%Q4 2016Q4 20175
Private Wealth Advisors, LLC 550.95%1.05%1.15%Q2 2022Q2 20235
ROPES WEALTH ADVISORS LLC 410.00%0.03%0.04%Q3 2020Q3 20235
Bedell Frazier Investment Counselling, LLC 551.18%1.38%1.54%Q3 2022Q3 20235
WT Wealth Management 210.16%0.57%1.17%Q3 2019Q2 20235
Beta Wealth Group, Inc. 550.24%0.27%0.30%Q1 2022Q1 20235
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.01%Q1 2019Q4 20194
MFA WEALTH ADVISORS, LLC 440.50%0.54%0.57%Q4 2022Q3 20234
Meristem Family Wealth, LLC 440.02%0.02%0.04%Q2 2021Q1 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.24%0.27%0.30%Q4 2022Q3 20234
Flaharty Asset Management, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
PICTON MAHONEY ASSET MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Hamlin Capital Management, LLC 440.04%0.06%0.08%Q4 2017Q3 20184
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 440.00%0.01%0.01%Q1 2014Q4 20144
MEANS INVESTMENT CO., INC. 440.04%0.05%0.06%Q4 2022Q3 20234
Janney Capital Management LLC 440.61%1.05%1.29%Q4 2022Q3 20234
Chicago Wealth Management, Inc. 443.24%5.42%6.36%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
CIC Wealth, LLC 440.10%0.13%0.16%Q4 2022Q3 20234
Mason & Associates Inc 310.09%0.11%0.19%Q1 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 310.01%0.06%0.09%Q4 2013Q4 20144
Trexquant Investment LP 440.02%0.04%0.09%Q3 2019Q2 20204
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
JNBA Financial Advisors 210.00%0.00%0.00%Q3 2016Q3 20224
EverSource Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
ExodusPoint Capital Management, LP 210.00%0.03%0.12%Q1 2020Q3 20224
WARNER FINANCIAL, INC 440.21%0.22%0.24%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TEXAS PERMANENT SCHOOL FUND CORP 440.00%0.00%0.00%Q2 2022Q1 20234
BBJS FINANCIAL ADVISORS, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Vahanian & Associates Financial Planning Inc. 310.35%0.76%0.98%Q4 2021Q3 20234
Van Leeuwen & Company, LLC 441.23%1.71%2.03%Q4 2018Q3 20194
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Brown Miller Wealth Management, LLC 440.17%0.17%0.18%Q4 2022Q3 20234
Rollins Financial 220.08%0.12%0.16%Q1 2022Q1 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.21%0.36%0.42%Q1 2014Q4 20144
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 210.00%0.01%0.01%Q4 2016Q2 20184
Garde Capital, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Fiera Capital Corp 440.00%0.00%0.00%Q1 2019Q4 20194
Apriem Advisors 440.31%0.36%0.43%Q2 2018Q1 20194
TOWNSQUARE CAPITAL LLC 440.02%0.04%0.08%Q2 2019Q1 20204
KANALY TRUST CO 440.00%0.00%0.00%Q1 2016Q4 20164
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 441.17%1.86%2.63%Q3 2018Q2 20194
Live Oak Investment Partners 440.02%0.02%0.02%Q4 2022Q3 20234
Horizon Investments, LLC 210.00%2.19%3.32%Q2 2016Q3 20234
Register Financial Advisors LLC 440.04%0.05%0.05%Q4 2022Q3 20234
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2017Q3 20224
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.03%0.03%0.03%Q4 2020Q3 20214
HBW ADVISORY SERVICES LLC 310.07%0.17%0.31%Q4 2019Q4 20204
InterOcean Capital, LLC 220.02%0.02%0.02%Q2 2018Q4 20194
Resurgent Financial Advisors LLC 440.04%0.06%0.08%Q4 2022Q3 20234
TBH Global Asset Management, LLC 440.08%0.09%0.10%Q4 2019Q3 20204
WBI INVESTMENTS, LLC 310.05%0.10%0.18%Q3 2018Q1 20214
WESBANCO BANK INC 310.01%0.03%0.04%Q1 2017Q1 20184
LAZARD ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Y.D. More Investments Ltd 440.02%0.02%0.02%Q4 2022Q3 20234
Cypress Capital Management LLC (WY) 440.04%0.04%0.05%Q4 2022Q3 20234
Capital One Investing, Inc. 440.17%0.20%0.25%Q4 2018Q3 20194
BOKF, NA 310.00%0.00%0.00%Q3 2017Q3 20234
Independence Advisors, LLC 440.02%0.02%0.03%Q4 2019Q3 20204
Semmax Financial Advisors Inc. 310.00%0.04%0.14%Q4 2018Q4 20204
Resource Management, LLC 440.04%0.05%0.05%Q4 2017Q3 20184
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q1 2021Q3 20234
INVESTMENT CENTERS OF AMERICA INC 440.02%0.04%0.06%Q4 2016Q3 20174
Laurel Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Partnervest Advisory Services LLC 310.08%0.10%0.16%Q2 2019Q3 20204
Highlander Capital Management, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Mirae Asset Global Investments Co., Ltd. 440.00%0.01%0.01%Q1 2019Q4 20194
INSIGNEO ADVISORY SERVICES, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.00%Q1 2020Q2 20224
Apollon Wealth Management, LLC 440.09%0.13%0.22%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 310.01%0.05%0.10%Q2 2022Q3 20234
One Capital Management, LLC 440.02%0.02%0.02%Q1 2022Q4 20224
CALDWELL SUTTER CAPITAL, INC. 440.02%0.03%0.04%Q4 2022Q3 20234
Lion Street Advisors, LLC 310.09%0.38%1.25%Q4 2019Q3 20234
Elmwood Wealth Management, Inc. 440.00%0.01%0.01%Q4 2018Q3 20194
Deane Retirement Strategies, Inc. 312.01%2.33%3.17%Q1 2022Q2 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Spectrum Wealth Advisory Group, LLC 442.28%2.82%3.33%Q2 2019Q1 20204
FLPUTNAM INVESTMENT MANAGEMENT CO 440.04%0.04%0.04%Q4 2013Q3 20144
Avior Wealth Management, LLC 310.00%0.01%0.01%Q1 2019Q3 20234
O'Dell Group, LLC 310.01%0.01%0.01%Q1 2022Q2 20234
DB Wealth Management Group, LLC 440.05%0.10%0.11%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Red Door Wealth Management, LLC 210.00%0.02%0.08%Q1 2020Q2 20234
Global Endowment Management, LP 440.03%0.04%0.04%Q4 2016Q3 20174
JDM Financial Group LLC 440.13%0.14%0.14%Q4 2022Q3 20234
National Wealth Management Group, LLC 440.24%0.28%0.34%Q4 2022Q3 20234
Claybrook Capital, LLC 310.15%0.51%0.64%Q4 2018Q3 20234
WFA of San Diego, LLC 210.04%0.05%0.06%Q2 2022Q3 20234
PICTET BANK & TRUST Ltd 440.08%0.09%0.10%Q4 2016Q3 20174
COMERICA SECURITIES,INC. 440.04%0.04%0.04%Q4 2022Q3 20234
CARDIFF PARK ADVISORS, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
PEAK FINANCIAL ADVISORS LLC 331.56%1.58%1.60%Q4 2022Q2 20233
VitalStone Financial, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q1 2023Q3 20233
CHOREO, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
A. D. Beadell Investment Counsel, Inc. 330.80%0.86%0.91%Q1 2023Q3 20233
LAKE STREET PRIVATE WEALTH, LLC 210.05%0.09%0.12%Q2 2019Q2 20223
ARS Wealth Advisors, LLC 330.08%0.08%0.09%Q4 2020Q2 20213
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 330.06%0.06%0.06%Q1 2018Q3 20183
Friedenthal Financial 112.98%3.37%3.82%Q2 2018Q1 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.02%0.03%Q4 2017Q3 20183
CSM Advisors, LLC 331.90%2.11%2.29%Q4 2022Q2 20233
Claraphi Advisory Network, LLC 110.00%0.08%0.24%Q3 2019Q4 20223
PFG Investments, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 330.00%0.00%0.00%Q3 2014Q1 20153
Capital Wealth Planning, LLC 330.03%0.04%0.04%Q3 2019Q1 20203
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
360 Financial, Inc. 332.56%4.14%5.24%Q4 2019Q2 20203
BlackRock Inc. 210.00%0.00%0.00%Q4 2016Q4 20223
CFM WEALTH PARTNERS LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.01%Q4 2021Q3 20233
RPg Family Wealth Advisory, LLC 330.16%0.22%0.25%Q1 2023Q3 20233
SIMON QUICK ADVISORS, LLC 210.01%0.01%0.02%Q2 2019Q3 20213
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 335.00%5.38%5.69%Q4 2017Q2 20183
J. Goldman & Co LP 210.02%0.02%0.03%Q1 2020Q4 20203
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
Tidal Investments LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Vericrest Private Wealth 330.37%0.43%0.47%Q4 2021Q2 20223
Truepoint, Inc. 330.01%0.01%0.02%Q2 2022Q4 20223
Cadent Capital Advisors, LLC 330.16%0.60%1.42%Q1 2023Q3 20233
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.01%Q4 2021Q4 20223
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.57%0.62%0.64%Q4 2020Q2 20213
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
ProVise Management Group, LLC 330.05%0.07%0.08%Q1 2023Q3 20233
B & T Capital Management DBA Alpha Capital Management 330.05%0.05%0.06%Q4 2020Q2 20213
Psagot Value Holdings Ltd. / (Israel) 210.20%0.45%0.94%Q4 2022Q3 20233
Redhawk Wealth Advisors, Inc. 110.04%0.06%0.08%Q2 2019Q2 20233
Wright Fund Management, LLC 330.43%0.78%1.39%Q4 2022Q2 20233
NIEMANN CAPITAL MANAGEMENT INC 3312.16%15.08%17.61%Q3 2017Q1 20183
Bay Harbor Wealth Management, LLC 210.00%0.01%0.02%Q4 2018Q1 20203
Blackhawk Capital Partners LLC. 330.02%0.54%0.89%Q4 2017Q2 20183
Cordasco Financial Network 210.00%0.01%0.03%Q1 2019Q1 20223
GREAT WEST LIFE ASSURANCE CO /CAN/ 330.00%0.00%0.00%Q4 2014Q2 20153
UMB Bank, n.a. 330.00%0.00%0.00%Q1 2023Q3 20233
NSI Retail Advisors, LLC 334.21%5.05%5.61%Q4 2022Q2 20233
Homrich & Berg 330.02%0.03%0.03%Q2 2018Q4 20183
NATIXIS 330.01%0.01%0.01%Q1 2023Q3 20233
Stonebridge Financial Planning Group, LLC 330.02%0.04%0.06%Q4 2019Q2 20203
Arbor Wealth Management, LLC 330.02%0.03%0.04%Q4 2018Q2 20193
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2019Q2 20203
Accel Wealth Management 330.21%0.49%0.64%Q1 2023Q3 20233
Essex Savings Bank 330.05%0.06%0.07%Q4 2018Q2 20193
Harvest Fund Management Co., Ltd 330.05%0.05%0.06%Q2 2018Q4 20183
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Guidant Wealth Advisors 330.13%0.13%0.14%Q1 2019Q3 20193
Pinnacle Advisory Group, Inc. 330.02%0.03%0.04%Q4 2018Q2 20193
Journey Advisory Group, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Nelson Capital Management, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Gemmer Asset Management LLC 210.00%0.00%0.00%Q4 2020Q1 20223
K2 PRINCIPAL FUND, L.P. 330.23%0.34%0.42%Q1 2018Q3 20183
THOROUGHBRED FINANCIAL SERVICES, LLC 210.10%0.10%0.11%Q1 2019Q4 20193
United Asset Strategies, Inc. 210.10%0.13%0.14%Q1 2022Q1 20233
PACIFIC FINANCIAL GROUP INC 332.53%3.41%5.13%Q3 2013Q1 20143
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.00%0.60%0.92%Q3 2022Q3 20233
Aspire Private Capital, LLC 330.00%0.01%0.03%Q4 2018Q2 20193
Thiel Macro LLC 330.22%0.53%0.92%Q1 2017Q3 20173
Y-Intercept (Hong Kong) Ltd 210.05%0.05%0.06%Q1 2022Q2 20233
AMUNDI ASSET MANAGEMENT US, INC. 210.01%0.01%0.01%Q4 2016Q3 20183
Main Management Fund Advisors LLC 338.15%9.08%10.20%Q4 2022Q2 20233
Aveo Capital Partners, LLC 210.61%0.78%1.10%Q1 2017Q3 20183
Fidelis Capital Partners, LLC 330.26%0.30%0.34%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 330.00%0.01%0.02%Q1 2023Q3 20233
Stonehage Fleming Financial Services Holdings Ltd 330.00%0.00%0.01%Q1 2023Q3 20233
Danda Trouve Investment Management, Inc. 330.00%0.04%0.06%Q4 2019Q2 20203
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.05%Q3 2022Q3 20233
EVERMAY WEALTH MANAGEMENT LLC 330.02%0.02%0.03%Q1 2023Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.34%0.37%0.38%Q1 2018Q3 20183
Modus Advisors, LLC 110.02%0.08%0.16%Q4 2019Q2 20213
WBH ADVISORY INC 210.04%0.05%0.05%Q3 2018Q4 20193
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.05%0.05%0.05%Q1 2023Q3 20233
Smith, Salley & Associates 330.04%0.04%0.04%Q1 2023Q3 20233
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
Eagle Strategies LLC 330.28%0.30%0.33%Q4 2022Q2 20233
Capital Directions Investment Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Destination Wealth Management 210.00%0.00%0.00%Q3 2018Q2 20193
Cutter & CO Brokerage, Inc. 210.20%0.25%0.28%Q2 2017Q1 20183
EAGLE GLOBAL ADVISORS LLC 210.04%0.35%0.52%Q4 2018Q3 20203
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.00%0.00%Q1 2020Q3 20203
GUYASUTA INVESTMENT ADVISORS INC 330.02%0.02%0.02%Q4 2022Q2 20233
Round Table Services, LLC 330.08%2.10%3.11%Q4 2016Q2 20173
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.03%Q1 2023Q3 20233
Apeiron RIA LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Triumph Capital Management 220.26%0.36%0.46%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.03%0.03%0.03%Q4 2022Q2 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ABERDEEN ASSET MANAGEMENT PLC/UK 220.00%0.00%0.00%Q4 2016Q1 20172
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Worth Asset Management, LLC 110.00%0.01%0.02%Q3 2022Q1 20232
Connecticut Wealth Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Coppell Advisory Solutions Corp. 220.06%0.07%0.08%Q4 2022Q1 20232
TCP Asset Management, LLC 221.22%1.26%1.30%Q4 2022Q1 20232
Gryphon Financial Partners LLC 220.00%0.00%0.00%Q4 2017Q1 20182
AVALON CAPITAL MANAGEMENT 110.30%0.41%0.53%Q2 2017Q1 20182
CITIZENS & NORTHERN CORP 110.12%0.18%0.23%Q2 2019Q2 20222
Insight Advisors, LLC/ PA 220.07%0.08%0.08%Q2 2023Q3 20232
Brown Advisory Securities, LLC 110.04%0.04%0.04%Q1 2018Q3 20182
Pinnacle Bancorp, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
Obsidian Personal Planning Solutions LLC 220.25%0.27%0.30%Q1 2023Q2 20232
CHURCHILL MANAGEMENT Corp 220.56%2.17%3.79%Q1 2014Q2 20142
PagnatoKarp Partners LLC 220.06%0.07%0.07%Q3 2017Q4 20172
Penserra Capital Management LLC 110.05%0.10%0.15%Q1 2018Q3 20192
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
ICICI Prudential Asset Management Co Ltd 110.08%0.15%0.22%Q1 2022Q3 20222
RFG Advisory, LLC 110.02%0.04%0.06%Q3 2018Q1 20232
JAMES INVESTMENT RESEARCH INC 220.01%0.01%0.01%Q4 2022Q1 20232
PECONIC PARTNERS LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Nuveen Asset Management, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q2 2023Q3 20232
UNITED BANK 220.12%0.12%0.12%Q4 2020Q1 20212
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.03%Q2 2013Q3 20132
West Tower Group, LLC 220.04%0.07%0.10%Q2 2023Q3 20232
Crescent Capital Consulting, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
AlphaCore Capital LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.38%0.39%0.40%Q1 2023Q3 20232
BEAM WEALTH ADVISORS, INC. 220.21%0.40%0.58%Q4 2019Q1 20202
C M BIDWELL & ASSOCIATES LTD 220.08%0.09%0.10%Q1 2018Q2 20182
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
Rathbones Group PLC 110.00%0.01%0.02%Q4 2016Q3 20232
Red Tortoise LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Steinberg Global Asset Management 220.08%0.11%0.14%Q4 2018Q1 20192
Chanos & Co LP 112.84%2.89%2.95%Q2 2015Q4 20152
PRUDENTIAL PLC 220.02%0.03%0.03%Q2 2021Q3 20212
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Acorn Advisory Capital L.P. 220.33%0.56%0.79%Q4 2017Q1 20182
GIRARD SECURITIES, INC. 220.29%0.70%1.11%Q2 2017Q3 20172
FinTrust Investment Advisory Services, LLC 220.20%0.27%0.33%Q4 2017Q1 20182
Fulcrum Equity Management 222.16%2.25%2.34%Q4 2022Q1 20232
Brevan Howard Capital Management LP 110.39%0.79%1.18%Q1 2023Q1 20232
Fortitude Advisory Group L.L.C. 220.08%0.08%0.08%Q4 2021Q1 20222
New Vernon Capital Holdings II LLC 220.65%0.72%0.79%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Columbus Macro, LLC 220.21%0.22%0.23%Q3 2022Q4 20222
Argentus Capital Management, LLC 220.00%0.01%0.01%Q2 2016Q3 20162
Connective Portfolio Management, LLC 222.41%3.04%3.66%Q4 2022Q1 20232
SS&H Financial Advisors, Inc. 220.10%0.10%0.10%Q4 2022Q1 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TRUEWEALTH LLC 220.03%0.03%0.03%Q1 2020Q2 20202
Cooper Financial Group 220.08%0.09%0.09%Q3 2019Q4 20192
Industrial Alliance Investment Management Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
AMUSSEN HUNSAKER ASSOCIATES LLC 220.03%0.03%0.03%Q2 2018Q3 20182
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
ARS Wealth Advisors Group, LLC 220.07%0.07%0.08%Q3 2021Q4 20212
GARNET EQUITY CAPITAL HOLDINGS, INC. 221.25%1.32%1.38%Q2 2023Q3 20232
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
McElhenny Sheffield Capital Management, LLC 220.00%2.62%5.24%Q4 2022Q1 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ARGI Investment Services, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Stone House Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.01%0.02%0.04%Q4 2021Q4 20222
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Zions Bancorporation 220.01%0.01%0.01%Q4 2017Q1 20182
Meixler Investment Management, Ltd. 220.61%1.03%1.44%Q2 2023Q3 20232
Slocum, Gordon & Co LLP 220.00%0.00%0.00%Q4 2022Q1 20232
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.01%Q3 2017Q4 20172
Jupiter Wealth Management LLC 110.24%0.52%0.79%Q4 2019Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
Ameliora Wealth Management Ltd. 220.02%0.03%0.03%Q3 2022Q4 20222
COMMERZBANK AKTIENGESELLSCHAFT /FI 220.01%0.01%0.01%Q3 2017Q4 20172
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
FOCUS Wealth Advisors, LLC 222.55%2.65%2.75%Q2 2023Q3 20232
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.33%0.42%0.50%Q4 2019Q1 20202
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
AJ WEALTH STRATEGIES, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 220.10%0.11%0.11%Q2 2023Q3 20232
Sterling Manor Financial, LLC 225.01%5.08%5.15%Q4 2022Q1 20232
Jackson Wealth Management, LLC 220.52%0.54%0.57%Q2 2018Q3 20182
AVAII WEALTH MANAGEMENT, LLC 220.32%0.32%0.32%Q2 2023Q3 20232
Trust Co 220.02%0.02%0.02%Q4 2018Q1 20192
Demars Financial Group, LLC 221.28%1.44%1.61%Q4 2019Q1 20202
RWA WEALTH PARTNERS, LLC 110.39%0.44%0.49%Q4 2020Q1 20222
KINGS POINT CAPITAL MANAGEMENT 110.00%0.01%0.01%Q1 2017Q1 20202
Donoghue Forlines LLC 220.50%0.64%0.78%Q4 2017Q1 20182
SageView Advisory Group, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Ballentine Partners, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Private Capital Group, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Verity Asset Management, Inc. 220.12%0.15%0.17%Q1 2021Q2 20212
Family Management Corp 220.00%0.00%0.00%Q2 2019Q3 20192
SYM FINANCIAL Corp 110.00%0.00%0.01%Q4 2018Q3 20232
Colonial Trust Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
SANDLER CAPITAL MANAGEMENT 110.78%1.16%1.54%Q1 2015Q1 20192
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q3 20232
FNY Investment Advisers, LLC 110.01%0.01%0.02%Q2 2018Q3 20232
MENORA MIVTACHIM HOLDINGS LTD. 221.37%1.44%1.51%Q1 2023Q2 20232
FLAGSTAR ADVISORS INC 110.01%0.02%0.03%Q3 2021Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.04%0.07%Q4 2019Q1 20202
GPM Growth Investors, Inc. 220.38%0.50%0.63%Q4 2019Q1 20202
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 110.11%0.11%0.11%Q1 2022Q4 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Asset Advisors Investment Management, LLC 220.06%0.06%0.06%Q3 2018Q4 20182
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Advisor Resource Council 110.12%0.18%0.23%Q2 2022Q3 20232
Hefty Wealth Partners 110.04%0.05%0.05%Q1 2016Q4 20162
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Ironsides Asset Advisors, LLC 220.33%0.34%0.34%Q2 2023Q3 20232
Owen LaRue, LLC 221.14%1.32%1.51%Q2 2023Q3 20232
Accurate Wealth Management, LLC 220.01%0.04%0.07%Q4 2022Q1 20232
MOULTON WEALTH MANAGEMENT, INC 221.86%2.09%2.31%Q1 2023Q2 20232
Parisi Gray Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
Turim 21 Investimentos Ltda. 225.51%7.67%9.82%Q1 2022Q2 20222
Aurora Private Wealth, Inc. 110.02%0.04%0.07%Q1 2020Q2 20222
USA FINANCIAL FORMULAS 220.20%0.21%0.21%Q4 2016Q1 20172
Mount Yale Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2014Q2 20192
Price Capital Management, Inc. 113.07%5.83%8.59%Q1 2015Q3 20172
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.06%0.13%0.20%Q4 2021Q1 20222
HAP Trading, LLC 110.01%0.01%0.02%Q2 2018Q2 20202
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TRUE Private Wealth Advisors 110.02%0.02%0.02%Q3 2018Q3 20181
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MILESTONE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Titus Wealth Management 110.10%0.10%0.10%Q2 2022Q2 20221
Titan Capital Management, LLC /TX 110.03%0.03%0.03%Q2 2019Q2 20191
EFG Asset Management (Americas) Corp. 110.12%0.12%0.12%Q4 2017Q4 20171
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gibraltar Capital Management, Inc. 110.40%0.40%0.40%Q4 2018Q4 20181
Outlook Wealth Advisors, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Garrett Wealth Advisory Group, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Total Clarity Wealth Management, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.06%0.06%0.06%Q2 2020Q2 20201
5th Street Advisors, LLC 111.92%1.92%1.92%Q3 2023Q3 20231
Headlands Technologies LLC 110.04%0.04%0.04%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Renaissance Technologies 110.00%0.00%0.00%Q2 2023Q2 20231
Camarda Financial Advisors, LLC 113.24%3.24%3.24%Q1 2022Q1 20221
FineMark National Bank & Trust 110.01%0.01%0.01%Q4 2017Q4 20171
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PURSUE WEALTH PARTNERS LLC 112.80%2.80%2.80%Q4 2021Q4 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
AXS Investments LLC 110.32%0.32%0.32%Q1 2022Q1 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
AMJ Financial Wealth Management 110.27%0.27%0.27%Q1 2023Q1 20231
Smithfield Trust Co 110.01%0.01%0.01%Q2 2022Q2 20221
Biltmore Wealth Management, LLC 110.19%0.19%0.19%Q1 2018Q1 20181
Hamilton Wealth, LLC 111.58%1.58%1.58%Q2 2023Q2 20231
First Command Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Chip Partners, LLC 111.34%1.34%1.34%Q3 2023Q3 20231
BECK CAPITAL MANAGEMENT, LLC 110.44%0.44%0.44%Q1 2022Q1 20221
Leeward Financial Partners, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
HawsGoodwin Investment Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GFS Advisors, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
Merriman Wealth Management, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Diversified, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Robbins Farley 110.01%0.01%0.01%Q1 2022Q1 20221
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
BlackDiamond Wealth Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Paradigm Financial Partners, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
Cribstone Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Ken Stern & Associates, Inc. 113.16%3.16%3.16%Q3 2018Q3 20181
Questar Asset Management, Inc. 110.33%0.33%0.33%Q4 2018Q4 20181
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q3 2018Q3 20181
Burt Wealth Advisors 110.01%0.01%0.01%Q4 2018Q4 20181
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
XR Securities LLC 110.70%0.70%0.70%Q2 2020Q2 20201
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Proficio Capital Partners LLC 110.10%0.10%0.10%Q2 2023Q2 20231
BRIGHTON JONES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Brick & Kyle, Associates 110.01%0.01%0.01%Q4 2014Q4 20141
Ferris Capital, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Asio Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
American Institute for Advanced Investment Management, LLP 110.26%0.26%0.26%Q4 2019Q4 20191
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PRIMORIS WEALTH ADVISORS, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q2 2018Q2 20181
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
Pekin Hardy Strauss, Inc. 110.08%0.08%0.08%Q4 2014Q4 20141
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Verition Fund Management LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Gruss & Co., LLC 112.69%2.69%2.69%Q3 2023Q3 20231
Legacy Capital Group California, Inc. 110.74%0.74%0.74%Q1 2023Q1 20231
MORGAN JESS S & CO INC 112.73%2.73%2.73%Q4 2019Q4 20191
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q1 2022Q1 20221
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Telemetry Investments, L.L.C. 110.52%0.52%0.52%Q1 2022Q1 20221
CAPRIN ASSET MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2016Q3 20161
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
RDA Financial Network 110.10%0.10%0.10%Q4 2019Q4 20191
MMBG INVESTMENT ADVISORS CO. 110.09%0.09%0.09%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Fortis Capital Management LLC 111.38%1.38%1.38%Q3 2020Q3 20201
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Granite Bay Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Investors Capital Advisory Services 110.04%0.04%0.04%Q4 2015Q4 20151
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PRW Wealth Management LLC 110.03%0.03%0.03%Q1 2019Q1 20191
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.08%0.08%0.08%Q1 2020Q1 20201
VisionPoint Advisory Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
WorthPointe, LLC 110.30%0.30%0.30%Q1 2023Q1 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MWA Asset Management 110.21%0.21%0.21%Q3 2023Q3 20231
Bay Rivers Group 111.44%1.44%1.44%Q4 2019Q4 20191
WEXFORD CAPITAL LP 110.12%0.12%0.12%Q3 2017Q3 20171
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Howard Capital Management Inc. 110.11%0.11%0.11%Q1 2023Q1 20231
ROTHSCHILD INVESTMENT LLC /IL 110.26%0.26%0.26%Q3 2019Q3 20191
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
West Branch Capital LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CONNORS INVESTOR SERVICES INC 110.02%0.02%0.02%Q4 2021Q4 20211
Quantitative Advantage, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
SMI Advisory Services, LLC 111.38%1.38%1.38%Q1 2023Q1 20231
CPR Investments Inc. 111.87%1.87%1.87%Q4 2022Q4 20221
TFC Financial Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Cascade Investment Advisors, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Key FInancial Inc 110.00%0.00%0.00%Q3 2023Q3 20231
HMS Capital Management, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.15%0.15%0.15%Q4 2019Q4 20191
ATLAS CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q2 2023Q2 20231
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bedel Financial Consulting, Inc. 110.03%0.03%0.03%Q1 2018Q1 20181
ONE PLUS ONE WEALTH MANAGEMENT, LLC 114.41%4.41%4.41%Q2 2023Q2 20231
Bryn Mawr Capital Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Hutchens & Kramer Investment Management Group, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
SURIENCE PRIVATE WEALTH LLC 1116.38%16.38%16.38%Q1 2023Q1 20231
Trek Financial, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
Intrua Financial, LLC 111.27%1.27%1.27%Q4 2022Q4 20221
Procyon Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Royal Fund Management, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.03%0.03%0.03%Q2 2009Q2 20091
One01 Capital, LP 116.26%6.26%6.26%Q3 2022Q3 20221
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2017Q4 20171
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.20%0.20%0.20%Q2 2017Q2 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Ferguson Shapiro LLC 110.49%0.49%0.49%Q2 2020Q2 20201
Alpine Global Management, LLC 110.72%0.72%0.72%Q1 2019Q1 20191
Prentice Wealth Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY FINANCIAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
MOTCO 110.00%0.00%0.00%Q1 2017Q1 20171
BENEDICT FINANCIAL ADVISORS INC 110.13%0.13%0.13%Q2 2023Q2 20231
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q4 2022Q4 20221
DRW Securities, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Infini Capital Management Ltd 111.79%1.79%1.79%Q1 2022Q1 20221
Gunderson Capital Management Inc. 110.15%0.15%0.15%Q2 2023Q2 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
RiverFront Investment Group, LLC 110.13%0.13%0.13%Q1 2010Q1 20101
Harfst & Associates, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Cascadia Advisory Services, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PFS INVESTMENTS INC. 111.28%1.28%1.28%Q4 2017Q4 20171
LWMG, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Relyea Zuckerberg Hanson LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2019Q3 20191
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q2 2017Q2 20171
Infini Master Fund 111.79%1.79%1.79%Q1 2022Q1 20221
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Hudson Bay Capital Management LP 110.04%0.04%0.04%Q2 2018Q2 20181
Grandview Asset Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
MRA Associates USA LLC 110.26%0.26%0.26%Q3 2019Q3 20191
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Parker Investment Management, LLC 110.70%0.70%0.70%Q3 2017Q3 20171
Welch Group, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Alpha Square Group S LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Legacy Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Axiom Investment Management LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Vista Private Wealth Partners. LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Richwood Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Fulcrum Capital LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CWA Asset Management Group, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.03%0.03%0.03%Q3 2015Q3 20151
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
FNY Managed Accounts LLC 110.20%0.20%0.20%Q1 2017Q1 20171
PVG Asset Management 110.09%0.09%0.09%Q4 2014Q4 20141
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
FNY Partners Fund LP 110.03%0.03%0.03%Q1 2018Q1 20181
Lake Hills Wealth Management, LLC 112.14%2.14%2.14%Q4 2022Q4 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Fiduciary Planning LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Private Advisory Group LLC 110.41%0.41%0.41%Q2 2020Q2 20201
SG3 Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Carnick & Kubik, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Pettinga Financial Advisors LLC 110.21%0.21%0.21%Q1 2019Q1 20191
Capital CS Group, LLC 111.31%1.31%1.31%Q1 2023Q1 20231
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WJ Wealth Management, LLC 110.22%0.22%0.22%Q2 2020Q2 20201
LEE DANNER & BASS INC 110.03%0.03%0.03%Q2 2023Q2 20231
Graypoint LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Capasso Planning Partners LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Crestmont Private Wealth LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Jackson, Grant Investment Advisers, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Crow Point Partners, LLC 110.08%0.08%0.08%Q3 2017Q3 20171
San Luis Wealth Advisors LLC 110.77%0.77%0.77%Q2 2023Q2 20231
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
VILLERE ST DENIS J & CO LLC 110.02%0.02%0.02%Q3 2017Q3 20171
PVG ASSET MANAGEMENT CORP 110.63%0.63%0.63%Q3 2018Q3 20181
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
SouthState Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2019Q4 20191
GAMCO INVESTORS, INC. ET AL 110.00%0.00%0.00%Q2 2023Q2 20231
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q2 2023Q2 20231
Strategic Investment Advisors / MI 110.20%0.20%0.20%Q4 2018Q4 20181
Eagle Capital Management, LLC 112.73%2.73%2.73%Q4 2016Q4 20161
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q1 2023Q1 20231
Banco Santander, S.A. 110.12%0.12%0.12%Q4 2016Q4 20161
Pointe Capital Management LLC 110.05%0.05%0.05%Q1 2023Q1 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2020Q2 20201
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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