ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 32320.00%0.01%0.32%Q4 2015Q3 202379
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2610.00%0.00%0.01%Q4 2013Q3 202375
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202351
Citadel Advisors 1210.00%0.00%0.01%Q4 2014Q3 202345
Montecito Bank & Trust 43430.18%0.34%0.52%Q2 2013Q4 202343
EXENCIAL WEALTH ADVISORS, LLC 3480.03%0.78%1.67%Q1 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
COMMERCE BANK 42420.00%0.01%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.07%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.11%0.34%Q2 2013Q3 202342
SPINNAKER TRUST 42420.04%0.24%1.12%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.04%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.03%0.08%0.14%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.04%Q2 2013Q3 202342
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q2 2016Q3 202341
Janney Montgomery Scott LLC 41410.01%0.06%0.29%Q3 2013Q3 202341
Triangle Securities Wealth Management 31100.27%0.38%0.47%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.15%Q2 2013Q3 202341
Wharton Business Group, LLC 3380.08%1.14%2.42%Q2 2013Q3 202341
Baker Avenue Asset Management, LP 40400.34%0.50%0.87%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.01%0.03%0.05%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 39390.01%0.07%0.16%Q1 2014Q3 202339
AMERIPRISE FINANCIAL INC 3260.00%0.01%0.03%Q2 2013Q3 202338
Creative Planning 2280.00%0.00%0.00%Q2 2013Q3 202338
BTR CAPITAL MANAGEMENT INC 38381.63%1.88%2.15%Q2 2013Q3 202238
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202338
1834 INVESTMENT ADVISORS CO 1920.03%0.07%0.14%Q2 2013Q1 202337
MURPHY CAPITAL MANAGEMENT INC 37370.21%0.34%0.42%Q2 2013Q2 202237
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.08%0.50%Q3 2013Q3 202336
CREDIT SUISSE AG/ 1540.00%0.00%0.03%Q1 2013Q3 202336
Brookstone Capital Management 2620.02%0.87%3.17%Q4 2013Q3 202336
Sandy Spring Bank 35350.00%0.00%0.01%Q1 2015Q3 202335
OPPENHEIMER & CO INC 35350.01%0.07%0.21%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.01%0.02%0.03%Q4 2014Q3 202335
Tower Research Capital LLC (TRC) 1510.00%0.21%0.95%Q4 2013Q3 202334
HighTower Advisors, LLC 30300.00%0.01%0.04%Q2 2016Q3 202334
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.02%0.35%0.78%Q2 2013Q2 202133
Advisory Services Network, LLC 2710.00%0.11%0.35%Q4 2013Q3 202333
JPMORGAN CHASE & CO 32320.00%0.00%0.03%Q4 2015Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.01%0.59%3.78%Q4 2015Q3 202332
LUCAS CAPITAL MANAGEMENT 32320.53%2.96%6.66%Q1 2013Q4 202032
OGOREK ANTHONY JOSEPH /NY/ /ADV 32320.20%2.30%5.83%Q4 2015Q3 202332
CUMBERLAND ADVISORS INC 19122.86%4.72%6.90%Q4 2015Q3 202331
STIFEL FINANCIAL CORP 31310.01%0.01%0.04%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.04%0.10%0.17%Q1 2016Q3 202331
Thomas J. Herzfeld Advisors, Inc. 18130.02%0.28%0.62%Q4 2015Q3 202331
Sigma Planning Corp 2650.02%0.23%0.45%Q4 2014Q3 202331
IFP Advisors, Inc 17140.02%0.14%0.68%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.01%0.05%0.12%Q1 2016Q3 202331
CWM, LLC 1280.00%0.01%0.02%Q3 2018Q3 202331
AMERICAN NATIONAL BANK 30300.01%0.02%0.05%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.02%0.08%Q4 2015Q3 202330
STEPHENS INC /AR/ 30300.01%0.07%0.12%Q2 2016Q3 202330
FMR LLC 2910.00%0.00%0.00%Q2 2013Q3 202330
Private Advisor Group, LLC 2910.00%0.07%0.18%Q3 2014Q3 202330
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2720.06%0.19%0.29%Q2 2016Q3 202329
Regal Investment Advisors LLC 1010.01%0.08%0.33%Q2 2013Q3 202329
Cetera Advisor Networks LLC 28280.00%0.09%0.17%Q4 2016Q3 202329
SPC Financial, Inc. 29290.03%2.14%4.28%Q3 2016Q3 202329
Kovack Advisors, Inc. 29290.08%0.27%1.07%Q3 2016Q3 202329
WP Advisors, LLC 28280.17%0.34%0.51%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.06%0.13%0.40%Q4 2016Q3 202328
Mirae Asset Global Investments Co., Ltd. 1990.00%0.16%1.13%Q1 2015Q3 202328
Karp Capital Management Corp 28280.02%2.20%3.41%Q4 2015Q3 202228
OPTIMUM INVESTMENT ADVISORS 2440.01%0.02%0.06%Q2 2014Q4 202328
Somerset Group LLC 28281.72%2.73%3.25%Q4 2016Q3 202328
CIBC WORLD MARKET INC. 2620.00%0.01%0.02%Q2 2016Q3 202328
ASSETMARK, INC 2710.00%0.49%1.26%Q3 2016Q3 202328
BARCLAYS PLC 1410.00%0.01%0.03%Q2 2013Q3 202328
Cetera Advisors LLC 2340.02%0.05%0.12%Q4 2014Q3 202327
Stratos Wealth Partners, LTD. 27270.01%0.07%0.11%Q1 2017Q3 202327
J.P. Morgan Private Wealth Advisors LLC 2520.00%0.01%0.05%Q3 2015Q3 202327
Bogart Wealth, LLC 27270.16%0.99%7.23%Q1 2017Q3 202327
Allworth Financial LP 27270.00%0.00%0.00%Q1 2017Q3 202327
KCM INVESTMENT ADVISORS LLC 27270.02%0.02%0.02%Q1 2017Q3 202327
REILLY FINANCIAL ADVISORS, LLC 27270.01%0.01%0.02%Q1 2015Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.13%Q2 2013Q4 201927
CAHILL FINANCIAL ADVISORS INC 27270.05%0.14%0.19%Q1 2017Q3 202327
Riverpoint Wealth Management Holdings, LLC 27270.13%0.16%0.19%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.05%0.09%Q4 2016Q3 202327
Cavalier Investments, LLC 16100.73%1.60%4.69%Q1 2017Q3 202326
SMITH, MOORE & CO. 26260.08%0.15%0.20%Q2 2017Q3 202326
M&T BANK CORP 1410.00%0.01%0.04%Q3 2016Q2 202326
Jacobi Capital Management LLC 26260.04%0.05%0.06%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.02%0.22%1.10%Q1 2017Q3 202326
Founders Capital Management 13130.01%0.05%0.07%Q1 2017Q4 202326
Good Life Advisors, LLC 26260.05%0.11%0.18%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.08%0.22%0.60%Q2 2017Q3 202326
JANE STREET GROUP, LLC 810.00%0.00%0.02%Q2 2014Q3 202326
Snowden Capital Advisors LLC 1880.07%0.21%0.37%Q1 2017Q3 202326
Anchor Investment Management, LLC 26260.26%0.48%0.64%Q3 2017Q4 202326
RiverFront Investment Group, LLC 2060.38%0.53%0.88%Q1 2009Q3 202326
PETTYJOHN, WOOD & WHITE, INC 26260.10%0.15%0.20%Q2 2017Q3 202326
EP Wealth Advisors, LLC 2140.00%0.08%0.27%Q2 2017Q3 202325
WESPAC Advisors SoCal, LLC 1420.06%0.38%3.01%Q1 2016Q3 202325
Mathes Company, Inc. 2320.32%1.07%1.43%Q2 2017Q3 202325
Baltimore-Washington Financial Advisors, Inc. 25250.24%1.44%4.91%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 25250.00%0.06%0.13%Q3 2017Q3 202325
BANK HAPOALIM BM 25250.32%2.18%5.34%Q3 2017Q3 202325
Global Trust Asset Management, LLC 24240.00%0.15%0.64%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.08%0.15%Q4 2017Q3 202324
Armor Investment Advisors, LLC 24240.08%1.11%1.41%Q4 2017Q3 202324
Milestone Advisory Partners 24240.37%2.20%3.46%Q4 2017Q3 202324
Ahrens Investment Partners LLC 24240.20%2.48%4.33%Q2 2017Q1 202324
Acorn Wealth Advisors, LLC 24240.16%0.27%0.35%Q4 2017Q3 202324
MASSMUTUAL TRUST CO FSB/ADV 1510.00%0.00%0.01%Q1 2015Q4 202124
AdvisorNet Financial, Inc 24240.00%0.05%0.22%Q4 2017Q3 202324
ROPES WEALTH ADVISORS LLC 24240.02%0.08%0.14%Q1 2015Q4 202024
BALDWIN BROTHERS LLC/MA 23230.00%0.01%0.02%Q2 2018Q4 202323
SCOTIA CAPITAL INC. 2120.01%0.03%0.05%Q3 2017Q3 202323
CENTAURUS FINANCIAL, INC. 1940.01%0.36%0.77%Q4 2017Q3 202323
LEVEL FOUR ADVISORY SERVICES, LLC 23230.02%0.04%0.08%Q1 2018Q3 202323
Concorde Asset Management, LLC 2030.16%3.82%8.59%Q1 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.02%Q1 2018Q3 202323
Moors & Cabot, Inc. 23230.03%0.25%0.41%Q1 2018Q3 202323
First Allied Advisory Services, Inc. 2210.01%0.05%0.18%Q3 2014Q3 202023
Mascoma Wealth Management LLC 12100.02%0.69%2.76%Q2 2017Q3 202322
Brinker Capital Investments, LLC 22220.00%0.19%0.31%Q2 2013Q3 201822
LINCOLN NATIONAL CORP 1910.01%0.07%0.12%Q4 2017Q3 202322
Ayalon Insurance Comp Ltd. 1840.20%1.19%2.30%Q1 2015Q3 202322
BROWN ADVISORY INC 2020.00%0.00%0.00%Q2 2013Q3 202322
SG Americas Securities, LLC 1620.00%0.03%0.13%Q1 2014Q2 202322
Financial Architects, Inc 1840.00%0.10%0.24%Q4 2017Q2 202322
Harel Insurance Investments & Financial Services Ltd. 2110.03%1.77%4.90%Q2 2016Q3 202322
NewEdge Advisors, LLC 21210.07%0.13%0.35%Q3 2018Q3 202321
PRUDENTIAL FINANCIAL INC 21210.00%0.00%0.01%Q3 2018Q3 202321
Laird Norton Wetherby Wealth Management, LLC 21210.03%0.03%0.04%Q3 2017Q3 202221
Segment Wealth Management, LLC 21210.55%0.65%1.11%Q3 2018Q3 202321
BAROMETER CAPITAL MANAGEMENT INC. 1010.08%0.33%1.01%Q1 2014Q3 202021
Pinnacle Bancorp, Inc. 2010.01%0.01%0.02%Q1 2017Q3 202321
Jaffetilchin Investment Partners, LLC 21210.06%0.18%0.45%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.06%0.70%2.77%Q3 2018Q3 202321
NORTHSTAR ASSET MANAGEMENT Co LLC 1920.08%0.98%1.58%Q2 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 1810.00%0.01%0.04%Q2 2014Q3 202321
Koshinski Asset Management, Inc. 21210.04%0.11%0.37%Q3 2018Q3 202321
SIGNATUREFD, LLC 1910.00%0.00%0.00%Q2 2013Q3 202321
Transamerica Financial Advisors, Inc. 1010.00%0.00%0.04%Q2 2014Q3 202321
Banco de Sabadell, S.A 1470.07%1.30%2.46%Q4 2017Q1 202321
Cornerstone Wealth Management, LLC 1830.00%0.16%0.31%Q2 2018Q3 202321
Madden Advisory Services, Inc. 1110.01%2.22%6.24%Q2 2013Q3 202321
Lido Advisors, LLC 910.00%0.12%0.85%Q1 2017Q3 202321
SeaCrest Wealth Management, LLC 1650.01%0.04%0.05%Q2 2018Q3 202321
NEXT Financial Group, Inc 1410.00%0.07%0.24%Q3 2014Q4 202120
TOWNSQUARE CAPITAL LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
AE Wealth Management LLC 1910.01%0.08%0.15%Q3 2018Q3 202320
IHT Wealth Management, LLC 1640.01%0.11%0.20%Q2 2017Q3 202320
MEANS INVESTMENT CO., INC. 20200.92%1.93%2.73%Q4 2018Q3 202320
VALLEY NATIONAL ADVISERS INC 20200.01%0.18%0.49%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.04%0.09%Q4 2018Q3 202320
ASPIRIANT, LLC 1910.02%0.03%0.03%Q3 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 1910.00%0.04%0.10%Q2 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20201.23%1.43%1.57%Q4 2018Q3 202320
Sunbelt Securities, Inc. 20200.06%0.31%0.56%Q4 2018Q3 202320
WEDBUSH SECURITIES INC 20200.04%0.12%0.19%Q4 2018Q3 202320
Gerber Kawasaki Wealth & Investment Management 1280.40%1.70%3.22%Q3 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.10%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.06%0.08%Q4 2017Q3 202220
Hamilton Wealth, LLC 20201.21%2.09%3.29%Q4 2018Q3 202320
WEALTHSOURCE PARTNERS, LLC 1910.03%0.45%1.83%Q4 2017Q3 202320
Parallel Advisors, LLC 20200.00%0.45%1.50%Q4 2018Q3 202320
Well Done, LLC 20200.12%0.17%0.24%Q1 2016Q4 202020
Clearstead Trust, LLC 20200.05%0.12%0.18%Q4 2018Q3 202320
HWG Holdings LP 720.01%0.13%0.92%Q2 2018Q4 202320
&PARTNERS 20200.36%0.79%1.11%Q4 2018Q3 202320
Baird Financial Group, Inc. 1820.01%0.02%0.02%Q3 2018Q3 202320
Financial Advocates Investment Management 1410.02%0.13%0.26%Q4 2017Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.04%0.13%0.28%Q1 2019Q3 202319
MinichMacGregor Wealth Management, LLC 1110.03%3.46%5.37%Q1 2016Q4 202219
Csenge Advisory Group 1720.01%0.20%1.02%Q2 2018Q3 202319
Cedar Brook Financial Partners, LLC 19190.10%0.32%0.44%Q1 2019Q3 202319
Northeast Financial Consultants Inc 19190.03%0.73%1.59%Q1 2019Q3 202319
Valeo Financial Advisors, LLC 1520.01%0.01%0.03%Q3 2017Q2 202319
TSFG, LLC 19190.02%0.02%0.03%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.03%1.13%1.64%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 1030.01%0.01%0.03%Q3 2018Q3 202319
Almanack Investment Partners, LLC. 19190.02%0.11%0.29%Q1 2018Q3 202219
Belpointe Asset Management LLC 1810.02%0.13%0.20%Q3 2018Q3 202319
Atria Investments, Inc 810.01%0.09%0.27%Q3 2016Q1 202219
StoneX Group Inc. 19190.11%0.37%0.85%Q2 2017Q4 202119
Patriot Financial Group Insurance Agency, LLC 1090.00%0.05%0.20%Q4 2016Q2 202219
DAVENPORT & Co LLC 1810.00%0.02%0.03%Q3 2016Q4 202119
Santori & Peters, Inc. 1810.05%0.45%0.64%Q4 2017Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Avior Wealth Management, LLC 18180.00%0.21%1.26%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 18180.00%0.01%0.01%Q2 2019Q3 202318
SALEM INVESTMENT COUNSELORS INC 18180.01%0.05%0.08%Q2 2019Q3 202318
HOLLENCREST CAPITAL MANAGEMENT 1530.00%0.81%1.05%Q2 2018Q3 202318
Sequoia Financial Advisors, LLC 18180.03%0.10%0.17%Q2 2019Q3 202318
FOUNDERS FINANCIAL SECURITIES LLC 1310.16%0.52%1.78%Q2 2016Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Truvestments Capital LLC 810.02%0.05%0.09%Q3 2018Q3 202318
Blume Capital Management, Inc. 18180.01%0.05%0.08%Q4 2013Q1 201818
First Horizon Advisors, Inc. 750.00%0.03%0.12%Q4 2018Q3 202318
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1710.06%0.36%0.63%Q2 2018Q3 202318
MEITAV INVESTMENT HOUSE LTD 1510.01%1.09%2.11%Q2 2018Q3 202318
S. R. Schill & Associates 1260.10%0.58%2.23%Q3 2018Q2 202318
RPg Family Wealth Advisory, LLC 910.01%1.58%3.49%Q2 2017Q2 202318
Virtu Financial LLC 610.07%0.28%0.62%Q2 2014Q3 202318
ARKANSAS FINANCIAL GROUP, INC. 18180.16%1.32%2.22%Q2 2019Q3 202318
FIFTH THIRD BANCORP 1710.00%0.00%0.00%Q2 2018Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 910.04%0.24%0.76%Q2 2014Q3 202218
Capital Asset Advisory Services LLC 18180.21%0.43%1.12%Q2 2019Q3 202318
Biltmore Family Office, LLC 18180.03%0.06%0.09%Q2 2019Q3 202318
Robertson Stephens Wealth Management, LLC 18180.03%0.24%0.50%Q2 2019Q3 202318
Pacific Center for Financial Services 1530.00%0.36%0.63%Q1 2019Q3 202318
CNB Bank 17170.00%0.00%0.00%Q4 2018Q4 202217
ALTFEST L J & CO INC 810.04%0.45%1.85%Q3 2017Q3 202317
Janney Capital Management LLC 1430.14%0.70%2.07%Q2 2013Q1 202217
Circle Wealth Management, LLC 17170.02%0.24%0.39%Q3 2019Q3 202317
Cetera Investment Advisers 17170.02%0.10%0.27%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.03%Q3 2019Q3 202317
Destination Wealth Management 1520.00%0.08%0.12%Q1 2019Q3 202317
Avitas Wealth Management LLC 1430.06%0.06%0.08%Q2 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.10%0.16%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.07%0.10%0.13%Q1 2018Q1 202217
HOWE & RUSLING INC 1070.00%0.00%0.01%Q1 2014Q3 202317
Dynamic Advisor Solutions LLC 17170.03%0.35%0.46%Q3 2019Q3 202317
Voya Financial Advisors, Inc. 1610.02%0.16%0.35%Q2 2017Q4 202117
SIMPLEX TRADING, LLC 410.00%0.00%0.04%Q2 2017Q2 202317
Brick & Kyle, Associates 17170.57%0.69%0.76%Q3 2019Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 17170.04%0.12%0.30%Q3 2017Q3 202117
Institute for Wealth Management, LLC. 17170.05%0.21%0.33%Q3 2019Q3 202317
Canton Hathaway, LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
Western Wealth Management, LLC 1070.02%0.14%0.63%Q1 2019Q2 202317
NorthRock Partners, LLC 17170.03%0.06%0.10%Q3 2019Q3 202317
Leonard Rickey Investment Advisors P.L.L.C. 17170.08%0.20%0.31%Q4 2017Q4 202117
First Light Asset Management, LLC 17170.18%0.45%2.92%Q4 2016Q4 202017
Watchman Group, Inc. 16160.04%0.46%0.67%Q4 2019Q3 202316
ORLEANS CAPITAL MANAGEMENT CORP/LA 1421.14%1.87%2.18%Q3 2019Q3 202316
Private Capital Group, LLC 1150.00%0.03%0.12%Q1 2018Q1 202216
Independent Family Office, LLC 16160.12%0.15%0.20%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.01%0.16%0.25%Q4 2019Q3 202316
FIRST UNITED BANK & TRUST 16160.09%0.22%0.35%Q3 2018Q2 202216
Endurance Wealth Management, Inc. 16160.00%0.00%0.00%Q3 2019Q2 202316
WFG Advisors, LP 16160.00%0.01%0.04%Q3 2013Q2 201716
First PREMIER Bank 16160.01%0.01%0.02%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.12%0.24%0.36%Q4 2019Q3 202316
HRT FINANCIAL LP 1110.00%0.13%0.37%Q2 2015Q2 202316
Hudock, Inc. 16160.00%0.04%0.11%Q4 2018Q3 202216
SUMMIT FINANCIAL GROUP, INC. 730.09%0.29%0.49%Q2 2019Q3 202316
Realta Investment Advisors 1420.00%0.08%0.12%Q3 2019Q3 202316
B. Riley Wealth Advisors, Inc. 1410.00%0.13%0.24%Q2 2014Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.01%0.03%Q3 2020Q4 202216
Banque Cantonale Vaudoise 16160.05%0.12%0.14%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16162.62%3.04%3.24%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.05%0.13%Q4 2019Q3 202316
BENJAMIN EDWARDS INC 16160.00%0.02%0.10%Q4 2019Q3 202316
Fisher Asset Management, LLC 1510.00%0.04%0.08%Q2 2019Q3 202316
Cypress Capital Management LLC (WY) 16160.01%0.01%0.01%Q4 2019Q3 202316
Mutual Advisors, LLC 1410.03%0.13%0.65%Q3 2018Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.05%0.06%0.08%Q4 2019Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 1510.00%0.02%0.07%Q4 2017Q3 202316
Arkadios Wealth Advisors 16160.02%0.03%0.05%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.10%0.12%0.14%Q4 2019Q3 202316
V Wealth Advisors LLC 16160.08%0.11%0.22%Q3 2019Q2 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.01%0.31%0.41%Q2 2017Q3 202316
SIGNET FINANCIAL MANAGEMENT, LLC 920.04%0.06%0.12%Q3 2015Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 16160.00%0.04%0.13%Q4 2019Q3 202316
Physician Wealth Advisors, Inc. 15150.11%0.31%0.78%Q1 2020Q3 202315
Providence Capital Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.05%0.24%0.63%Q1 2020Q3 202315
Flaharty Asset Management, LLC 15153.06%3.72%4.30%Q1 2020Q3 202315
FIFTH THIRD SECURITIES, INC. 610.29%0.72%1.22%Q4 2016Q3 202315
Cornerstone Advisory, LLC 15150.06%0.10%0.14%Q1 2020Q3 202315
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1410.01%0.03%0.05%Q4 2019Q3 202315
Retirement Group, LLC 1410.01%0.07%0.14%Q4 2019Q3 202315
PINNACLE ASSOCIATES LTD 15150.02%0.04%0.05%Q1 2020Q3 202315
PATHSTONE FAMILY OFFICE, LLC 810.00%0.02%0.14%Q2 2013Q3 202315
Seelaus Asset Management LLC 15150.18%0.30%0.44%Q4 2019Q2 202315
NWAM LLC 1210.09%0.17%0.38%Q4 2018Q3 202315
BlackRock Inc. 1410.00%0.00%0.01%Q1 2017Q3 202315
Acropolis Investment Management, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
BANK OF NOVA SCOTIA 1230.01%0.29%0.93%Q4 2014Q3 201915
OSAIC HOLDINGS, INC. 15150.05%0.12%0.29%Q1 2020Q3 202315
Westside Investment Management, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.05%0.08%Q2 2016Q4 201915
Gray Wealth Management Inc. 15151.09%1.39%1.62%Q1 2020Q3 202315
Traynor Capital Management, Inc. 15150.12%0.69%1.37%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.00%0.01%Q1 2020Q3 202315
Oak Grove Capital LLC 15150.11%0.46%1.16%Q4 2018Q2 202215
Westwind Capital 15150.30%0.41%0.57%Q4 2019Q2 202315
CYPRESS ASSET MANAGEMENT INC/TX 15150.66%0.71%0.80%Q4 2019Q2 202315
Certified Advisory Corp 1140.01%0.90%1.43%Q3 2019Q3 202315
Perigon Wealth Management, LLC 1410.01%0.07%0.16%Q3 2011Q3 202315
USAdvisors Wealth Management, LLC 15150.23%0.60%0.82%Q1 2020Q3 202315
Total Clarity Wealth Management, Inc. 15150.11%0.28%0.57%Q4 2019Q2 202315
Bank of New York Mellon Corp 910.00%0.00%0.00%Q4 2017Q3 202315
B. Riley Wealth Management, Inc. 640.00%0.19%0.55%Q1 2014Q2 202215
MONETARY MANAGEMENT GROUP INC 14140.01%0.01%0.01%Q2 2020Q3 202314
SUNTRUST BANKS INC 14140.00%0.01%0.04%Q2 2016Q3 201914
Financial Partners Group, Inc 14141.47%2.58%3.46%Q2 2020Q3 202314
1832 Asset Management L.P. 910.00%0.00%0.01%Q4 2017Q1 202214
TD Capital Management LLC 950.00%0.00%0.00%Q4 2019Q3 202314
Glassman Wealth Services 1310.00%0.01%0.01%Q4 2019Q3 202314
Sowell Financial Services LLC 720.07%0.12%0.17%Q3 2019Q3 202314
Day & Ennis, LLC 14140.12%0.64%1.76%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.01%0.06%0.09%Q1 2019Q2 202214
COOKSON PEIRCE & CO INC 1130.02%0.05%0.08%Q1 2016Q4 202114
Strategic Blueprint, LLC 14140.03%0.37%1.11%Q2 2020Q3 202314
Outlook Wealth Advisors, LLC 14140.99%1.79%2.36%Q1 2019Q2 202214
D.A. DAVIDSON & CO. 14140.01%0.01%0.02%Q2 2020Q3 202314
Strategic Advisors LLC 14140.10%0.15%0.24%Q2 2020Q3 202314
American Institute for Advanced Investment Management, LLP 14140.57%0.78%1.08%Q2 2020Q3 202314
IFG Advisory, LLC 14140.04%0.08%0.14%Q2 2020Q3 202314
COLONY GROUP LLC 1310.01%0.07%0.70%Q4 2016Q4 202114
Ellis Investment Partners, LLC 14140.01%0.01%0.02%Q2 2019Q3 202214
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Holistic Financial Partners 14140.27%2.36%4.98%Q2 2020Q3 202314
AlphaStar Capital Management, LLC 1310.00%0.08%0.18%Q1 2020Q3 202314
Prestige Wealth Management Group LLC 1310.07%0.69%0.96%Q2 2019Q3 202314
Clear Creek Financial Management, LLC 1010.08%0.26%0.54%Q4 2019Q3 202314
Advisors Capital Management, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 1310.01%0.08%0.17%Q1 2020Q3 202314
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.02%Q1 2015Q2 202314
Aspire Private Capital, LLC 14140.00%0.03%0.10%Q2 2020Q3 202314
Bernardo Wealth Planning LLC 14140.19%0.70%1.72%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.18%0.87%2.20%Q2 2020Q3 202314
CMH Wealth Management LLC 14140.90%1.38%1.78%Q2 2020Q3 202314
MA Private Wealth 14140.07%1.11%2.98%Q2 2020Q3 202314
Ancora Advisors LLC 1310.00%0.02%0.05%Q3 2018Q3 202314
TD ASSET MANAGEMENT INC 14140.01%0.04%0.06%Q4 2019Q1 202314
NORTHERN TRUST CORP 610.00%0.00%0.00%Q2 2013Q3 202214
LexAurum Advisors, LLC 1310.09%0.17%0.58%Q2 2019Q3 202314
Costello Asset Management, INC 14140.00%0.01%0.03%Q2 2020Q3 202314
HM PAYSON & CO 14140.00%0.00%0.00%Q2 2019Q3 202214
Column Capital Advisors, LLC 14140.04%0.06%0.07%Q2 2020Q3 202314
Cypress Wealth Services, LLC 14140.08%0.46%0.98%Q2 2020Q3 202314
Sharkey, Howes & Javer 14140.16%0.73%2.01%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 14140.01%0.10%0.36%Q2 2020Q3 202314
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 14140.48%0.99%2.03%Q2 2020Q3 202314
Gladstone Institutional Advisory LLC 1220.03%0.08%0.37%Q4 2018Q3 202314
WealthShield Partners, LLC 940.01%0.23%0.65%Q2 2020Q3 202313
Bruderman Asset Management, LLC 13130.37%0.88%1.46%Q2 2016Q2 201913
Beaumont Financial Partners, LLC 940.09%0.27%0.56%Q1 2017Q2 202013
HBW ADVISORY SERVICES LLC 13130.08%0.19%0.44%Q2 2020Q2 202313
Baystate Wealth Management LLC 510.00%0.00%0.01%Q4 2019Q3 202313
Wealthcare Advisory Partners LLC 910.00%0.03%0.05%Q4 2016Q1 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.08%0.24%0.47%Q3 2020Q3 202313
VICUS CAPITAL 1110.12%0.21%0.63%Q3 2015Q1 202013
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.01%0.03%Q3 2019Q3 202313
Crosspoint Capital Strategies, LLC 610.00%0.01%0.04%Q4 2013Q3 201813
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
Simplicity Solutions, LLC 810.01%0.04%0.12%Q3 2018Q3 202313
Laurel Wealth Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
TELEMUS CAPITAL, LLC 730.01%0.02%0.03%Q3 2018Q2 202313
PARAMETRIC PORTFOLIO ASSOCIATES LLC 530.00%0.00%0.00%Q2 2013Q1 202213
Choate Investment Advisors 13130.00%0.00%0.01%Q3 2020Q3 202313
Pettinga Financial Advisors LLC 13130.12%0.77%2.45%Q4 2018Q4 202113
Newbridge Financial Services Group, Inc. 13130.04%0.15%0.27%Q3 2020Q3 202313
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 920.03%0.08%0.12%Q3 2019Q3 202313
GLENMEDE TRUST CO NA 1210.00%0.00%0.00%Q4 2015Q3 202313
Nan Shan Life Insurance Co., Ltd. 420.02%0.13%0.37%Q2 2018Q3 202313
First Heartland Consultants, Inc. 720.02%0.08%0.21%Q2 2016Q1 202213
Founders Financial Alliance, LLC 13130.03%0.04%0.07%Q3 2020Q3 202313
PACIFIC SUN FINANCIAL CORP 610.30%0.62%0.92%Q2 2019Q2 202313
Clearstead Advisors, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 1210.00%0.09%0.20%Q1 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.06%0.16%0.21%Q4 2019Q3 202313
Prospera Financial Services Inc 1210.01%0.03%0.06%Q2 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2017Q3 202313
SevenBridge Financial Group, LLC 13130.01%0.01%0.01%Q2 2016Q2 201913
PRINCETON CAPITAL MANAGEMENT LLC 13130.05%0.08%0.11%Q1 2018Q1 202113
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1030.50%0.96%2.02%Q2 2020Q3 202313
Ausdal Financial Partners, Inc. 13130.06%0.19%0.24%Q3 2020Q3 202313
Clal Insurance Enterprises Holdings Ltd 850.24%2.22%3.77%Q4 2014Q1 202013
Kestra Advisory Services, LLC 13130.04%0.07%0.14%Q3 2020Q3 202313
STRATEGY ASSET MANAGERS LLC 13130.06%0.18%0.28%Q3 2020Q3 202313
HOWARD WEALTH MANAGEMENT, LLC 710.11%0.19%0.28%Q4 2019Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 1110.02%0.13%0.42%Q1 2020Q3 202313
AMG National Trust Bank 13130.01%0.01%0.02%Q2 2020Q2 202313
Phoenix Holdings Ltd. 750.04%0.10%0.23%Q3 2019Q3 202212
Advisory Alpha, LLC 420.00%0.02%0.12%Q3 2019Q3 202312
HSBC HOLDINGS PLC 12120.00%0.00%0.01%Q4 2019Q3 202212
McGuire Investment Group, LLC 12120.08%0.10%0.12%Q2 2019Q1 202212
Princeton Global Asset Management LLC 12120.01%0.04%0.07%Q4 2020Q3 202312
Diversified, LLC 12120.74%3.24%6.68%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12122.14%3.66%4.72%Q4 2020Q3 202312
XPONANCE, INC. 930.63%3.56%5.83%Q3 2014Q3 201712
KEYBANK NATIONAL ASSOCIATION/OH 750.00%0.00%0.00%Q4 2012Q2 202312
BigSur Wealth Management LLC 12120.13%0.16%0.19%Q3 2020Q2 202312
JACKSON SQUARE CAPITAL, LLC 1020.07%0.14%0.35%Q4 2019Q2 202312
BLB&B Advisors, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.07%0.11%0.14%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.18%2.14%2.49%Q4 2020Q3 202312
PEAPACK GLADSTONE FINANCIAL CORP 12120.09%0.12%0.15%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.04%0.24%Q4 2020Q3 202312
Campbell Wealth Management 1110.02%0.04%0.05%Q2 2020Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
GPS Wealth Strategies Group, LLC 930.08%0.20%0.37%Q3 2020Q3 202312
NEW YORK STATE COMMON RETIREMENT FUND 12120.00%0.02%0.03%Q3 2014Q2 201712
RFG Advisory, LLC 1010.01%0.39%0.86%Q2 2016Q3 202312
Mezzasalma Advisors, LLC 12120.52%0.69%0.83%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
Sterling Financial Planning, Inc. 12120.12%0.18%0.29%Q4 2020Q3 202312
PATTEN & PATTEN INC/TN 12120.02%0.03%0.03%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.53%0.62%0.67%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
Advisors Preferred, LLC 310.00%0.08%0.18%Q4 2013Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.18%0.50%Q4 2018Q3 202112
Legacy Wealth Planning, LLC 12120.50%0.75%0.96%Q4 2019Q3 202212
PATTON ALBERTSON MILLER GROUP, LLC 12120.04%1.36%2.31%Q2 2020Q1 202312
Concentrum Wealth Management 930.77%1.68%2.34%Q2 2020Q3 202312
Goodwin Investment Advisory 12120.03%1.61%5.36%Q4 2020Q3 202312
Lenox Wealth Advisors, LLC 12120.00%0.00%0.00%Q2 2019Q1 202212
GeoWealth Management, LLC 12120.04%0.12%0.68%Q4 2020Q3 202312
Capital Analysts, LLC 1110.00%0.50%0.68%Q3 2020Q3 202312
Stelac Advisory Services LLC 12120.67%1.93%2.80%Q4 2020Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.03%0.05%Q1 2019Q4 202112
Kistler-Tiffany Companies, LLC 1110.00%0.00%0.00%Q2 2018Q2 202112
Source Financial Advisors LLC 12120.11%0.21%0.27%Q4 2020Q3 202312
PFG Advisors 750.04%0.11%0.17%Q2 2020Q3 202312
MANCHESTER FINANCIAL INC 12121.30%1.84%2.83%Q4 2020Q3 202312
Meridian Wealth Management, LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.01%0.02%0.05%Q4 2020Q3 202312
Psagot Value Holdings Ltd. 12120.06%0.21%0.47%Q4 2018Q3 202112
GAMBLE JONES INVESTMENT COUNSEL 12120.10%0.12%0.14%Q1 2020Q4 202212
Spire Wealth Management 11110.03%0.08%0.22%Q1 2021Q3 202311
WHITTIER TRUST CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Concord Wealth Partners 740.02%0.15%1.32%Q4 2020Q3 202311
PEAK6 Investments LLC 210.00%0.00%0.00%Q1 2022Q3 202311
Welch Group, LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
WESPAC Advisors, LLC 410.46%1.10%2.44%Q1 2017Q3 202311
Bell Rock Capital LLC 11110.01%0.01%0.02%Q2 2017Q4 201911
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Cadent Capital Advisors, LLC 11110.24%0.46%2.40%Q4 2020Q2 202311
CHURCHILL MANAGEMENT Corp 740.15%1.10%4.57%Q1 2019Q4 202111
Future Financial Wealth Managment LLC 11110.24%0.53%1.26%Q4 2020Q2 202311
Ameritas Investment Company, LLC 11110.08%0.15%0.21%Q1 2019Q3 202111
55I, LLC 11110.10%0.81%2.03%Q1 2020Q3 202211
Ifrah Financial Services, Inc. 11110.07%0.11%0.15%Q4 2019Q2 202211
Renaissance Investment Group LLC 810.06%0.07%0.09%Q4 2019Q2 202311
Chicago Partners Investment Group LLC 520.00%0.01%0.02%Q3 2017Q3 202311
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q4 2018Q3 202211
Gradient Investments LLC 520.00%0.00%0.00%Q4 2017Q3 202311
Timber Hill LLC 620.00%0.03%0.15%Q3 2013Q4 201711
Lehman & Derafelo Financial Resources LLC 11110.00%1.51%2.40%Q2 2020Q4 202211
TRUSTCORE FINANCIAL SERVICES, LLC 610.00%0.00%0.00%Q1 2019Q4 202211
EQ LLC 11110.74%1.27%4.34%Q4 2020Q2 202311
CreativeOne Wealth, LLC 11110.02%0.07%0.23%Q4 2020Q2 202311
Qube Research & Technologies Ltd 510.00%0.05%0.18%Q4 2019Q2 202311
MARK SHEPTOFF FINANCIAL PLANNING, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.06%0.11%0.37%Q4 2020Q2 202311
PRW Wealth Management LLC 1010.14%0.23%0.33%Q4 2018Q3 202111
Marcum Wealth, LLC 11110.02%0.04%0.05%Q1 2021Q3 202311
PALLADIEM, LLC 11112.01%2.29%2.97%Q1 2021Q3 202311
CONDOR CAPITAL MANAGEMENT 11110.05%0.07%0.10%Q3 2013Q1 201611
Clearview Wealth Advisors LLC 11110.02%0.17%0.98%Q4 2020Q2 202311
SEI INVESTMENTS CO 650.00%0.00%0.00%Q2 2017Q2 202011
Mariner, LLC 910.00%0.01%0.02%Q3 2016Q3 202311
Hall Private Wealth Advisors 1013.63%6.75%8.67%Q4 2020Q3 202311
Westshore Wealth, LLC 1010.26%0.34%0.46%Q4 2019Q2 202311
Clean Yield Group 1010.01%0.01%0.02%Q4 2020Q3 202311
Clark Capital Management Group, Inc. 210.04%0.26%0.48%Q2 2013Q3 201810
EPG Wealth Management LLC 520.00%0.01%0.02%Q4 2019Q3 202310
COMERICA SECURITIES,INC. 810.00%0.10%0.26%Q3 2019Q4 202210
Evercore Wealth Management, LLC 10100.00%0.00%0.00%Q3 2015Q4 201710
Pinnacle Advisory Group, Inc. 420.12%1.28%3.46%Q2 2013Q1 202110
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
Castle Rock Wealth Management, LLC 10100.22%0.80%1.03%Q4 2019Q1 202210
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q1 2016Q2 201810
Legend Financial Advisors, Inc. 10100.02%0.82%2.95%Q2 2021Q3 202310
Apollon Wealth Management, LLC 810.02%0.10%0.47%Q2 2020Q3 202310
EXANE DERIVATIVES 10100.00%0.19%0.84%Q1 2020Q2 202210
F3Logic, LLC 820.03%0.04%0.09%Q4 2019Q4 202210
Teamwork Financial Advisors, LLC 430.10%0.29%0.52%Q2 2020Q2 202310
Venture Visionary Partners LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
Vigilant Capital Management, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Sandbox Financial Partners, LLC 10100.12%0.22%0.36%Q2 2021Q3 202310
Asset Planning Services, Ltd. 820.01%0.01%0.01%Q1 2017Q3 201910
Sage Mountain Advisors LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
ONE Advisory Partners, LLC 10100.15%1.37%3.16%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.05%0.12%0.16%Q1 2021Q3 202310
MONTAG A & ASSOCIATES INC 820.00%0.00%0.01%Q4 2020Q3 202310
Rosenberg Matthew Hamilton 910.00%0.12%0.20%Q4 2020Q3 202310
THOROUGHBRED FINANCIAL SERVICES, LLC 910.03%0.06%0.08%Q4 2019Q3 202310
OPPENHEIMER ASSET MANAGEMENT INC. 640.01%0.01%0.02%Q1 2019Q4 202110
CENTRAL TRUST Co 730.00%0.00%0.00%Q3 2018Q3 202310
MBE Wealth Management, LLC 10100.00%1.23%3.05%Q1 2020Q2 202210
Intelligence Driven Advisers, LLC 10100.04%1.90%3.42%Q3 2020Q4 202210
Private Ocean, LLC 610.00%0.00%0.01%Q2 2019Q2 202310
MUFG Americas Holdings Corp 10100.00%0.00%0.01%Q2 2020Q3 202210
HFR Wealth Management, LLC 10100.08%0.10%0.11%Q2 2021Q3 202310
EMFO, LLC 10100.14%0.16%0.19%Q2 2021Q3 202310
Snider Financial Group 10101.57%2.10%2.53%Q2 2021Q3 202310
Element Wealth, LLC 820.00%0.03%0.16%Q1 2020Q3 202210
High Falls Advisors, Inc 910.06%0.95%3.12%Q2 2020Q4 202210
ADIRONDACK TRUST CO 640.00%0.00%0.01%Q1 2016Q3 202310
Visionary Wealth Advisors 10100.02%0.16%0.40%Q1 2021Q2 202310
Willingdon Wealth Management 10100.00%0.06%0.12%Q4 2017Q1 202010
Arete Wealth Advisors, LLC 10100.03%0.16%1.12%Q1 2021Q2 202310
Vestmark Advisory Solutions, Inc. 710.01%0.03%0.07%Q1 2019Q2 202210
Spectrum Management Group, LLC 990.01%0.34%0.89%Q2 2020Q2 20229
PARK AVENUE SECURITIES LLC 990.06%0.79%1.94%Q2 2020Q2 20229
First Command Bank 990.01%0.01%0.02%Q4 2020Q4 20229
Ellevest, Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
Icon Wealth Partners, LLC 990.14%0.50%1.10%Q2 2020Q2 20229
TRUE Private Wealth Advisors 610.01%0.16%0.94%Q3 2016Q1 20219
Venturi Wealth Management, LLC 540.04%0.07%0.12%Q2 2020Q3 20239
MONEY CONCEPTS CAPITAL CORP 720.01%0.03%0.11%Q4 2020Q2 20239
CAPITAL ONE FINANCIAL CORP 990.04%0.07%0.16%Q1 2020Q1 20229
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.00%0.04%0.26%Q4 2014Q4 20229
Aveo Capital Partners, LLC 990.09%0.73%1.32%Q2 2017Q2 20199
Antonetti Capital Management LLC 810.01%0.04%0.27%Q2 2013Q3 20239
BREITER CAPITAL MANAGEMENT INC 720.42%0.56%0.72%Q2 2019Q3 20219
Beacon Pointe Advisors, LLC 990.01%0.01%0.03%Q3 2021Q3 20239
MACROVIEW INVESTMENT MANAGEMENT LLC 990.01%0.06%0.07%Q2 2020Q2 20229
McElhenny Sheffield Capital Management, LLC 990.13%0.15%0.19%Q3 2021Q3 20239
Capital Advisors, Ltd. LLC 990.00%0.00%0.00%Q1 2020Q1 20229
First Command Financial Services, Inc. 990.01%0.01%0.02%Q4 2020Q4 20229
BB&T SECURITIES, LLC 810.00%0.01%0.01%Q2 2016Q3 20199
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 991.31%1.91%2.61%Q3 2021Q3 20239
Squar Milner Financial Services LLC 720.25%0.37%0.53%Q4 2017Q1 20209
Fortis Advisors, LLC 990.00%0.00%0.01%Q1 2021Q1 20239
Magnus Financial Group LLC 990.02%0.09%0.13%Q2 2020Q2 20229
OneDigital Investment Advisors LLC 510.00%0.05%0.11%Q2 2017Q3 20239
Portfolio Strategies, Inc. 610.64%1.26%2.23%Q4 2017Q3 20219
Rathbones Group PLC 720.00%0.01%0.05%Q3 2019Q4 20219
GPM Growth Investors, Inc. 990.23%0.32%0.39%Q2 2021Q2 20239
Genesee Capital Advisors, LLC 990.54%0.84%0.98%Q4 2018Q4 20209
Virtu KCG Holdings LLC 410.00%0.02%0.04%Q3 2013Q1 20179
Meridian Wealth Advisors, LLC 630.05%0.08%0.14%Q2 2019Q1 20229
CAROLINAS WEALTH CONSULTING LLC 990.01%0.01%0.01%Q1 2020Q1 20229
PFG Private Wealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
BerganKDV Wealth Management, LLC 990.00%0.01%0.01%Q2 2018Q2 20209
U.S. Capital Wealth Advisors, LLC 990.02%0.08%0.16%Q3 2021Q3 20239
Quantitative Investment Management, LLC 310.04%0.15%0.31%Q2 2020Q3 20239
OmniStar Financial Group, Inc. 990.52%2.14%3.38%Q2 2020Q2 20229
WOLFF WIESE MAGANA LLC 810.00%0.01%0.02%Q4 2020Q3 20239
Sanford Advisory Services, LLC 990.09%0.13%0.15%Q4 2020Q4 20229
PrairieView Partners, LLC 990.00%0.01%0.01%Q1 2021Q1 20239
TNF LLC 990.17%0.26%0.35%Q3 2021Q3 20239
Risk Paradigm Group, LLC 810.01%0.16%0.43%Q3 2016Q4 20189
Professional Financial Advisors, LLC 990.00%0.01%0.02%Q3 2020Q3 20229
NIEMANN CAPITAL MANAGEMENT INC 410.28%4.43%11.98%Q4 2014Q2 20209
StrategIQ Financial Group, LLC 990.03%0.08%0.12%Q3 2021Q3 20239
WESBANCO BANK INC 530.01%0.03%0.04%Q1 2017Q1 20198
TECTONIC ADVISORS LLC 880.01%0.02%0.02%Q1 2021Q4 20228
Crumly & Associates Inc. 880.41%2.15%4.70%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.78%0.92%1.00%Q4 2021Q3 20238
Intrua Financial, LLC 880.04%0.15%0.24%Q2 2020Q1 20228
Larson Financial Group LLC 620.00%0.01%0.02%Q1 2020Q3 20238
DELTA ASSET MANAGEMENT LLC/TN 880.04%0.04%0.04%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%1.52%5.04%Q4 2021Q3 20238
USCA RIA LLC 880.02%0.10%0.14%Q3 2019Q2 20218
Thrive Capital Management, LLC 880.95%1.10%1.37%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.03%0.04%Q4 2020Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Cascade Investment Advisors, Inc. 710.01%0.02%0.02%Q4 2020Q1 20238
PUBLIC SECTOR PENSION INVESTMENT BOARD 880.02%0.04%0.06%Q3 2020Q2 20228
LIBERTY WEALTH MANAGEMENT LLC 880.02%0.61%1.29%Q2 2020Q1 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
WFA Asset Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Verity Asset Management, Inc. 510.14%0.96%1.52%Q1 2017Q2 20238
MARSHALL WACE, LLP 410.00%0.01%0.03%Q1 2021Q2 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.14%0.18%0.21%Q4 2021Q3 20238
Cardinal Strategic Wealth Guidance 880.00%0.73%1.51%Q1 2021Q4 20228
PCG Wealth Advisors, LLC 880.26%0.32%0.44%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.03%Q4 2021Q3 20238
CVA Family Office, LLC 710.00%0.00%0.00%Q2 2021Q2 20238
Sterling Investment Counsel, LLC 880.24%0.27%0.30%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.01%0.01%0.01%Q4 2021Q3 20238
Samalin Investment Counsel, LLC 710.14%0.15%0.19%Q4 2019Q1 20228
Security Financial Services, INC. 880.16%0.35%0.51%Q4 2021Q3 20238
Vectors Research Management, LLC 880.01%0.02%0.02%Q3 2020Q2 20228
Foundations Investment Advisors, LLC 620.01%0.02%0.06%Q4 2020Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 881.48%1.88%2.30%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 880.05%0.08%0.12%Q1 2021Q4 20228
Money Design Co.,Ltd. 880.00%0.45%0.88%Q4 2021Q3 20238
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 880.00%0.00%0.01%Q1 2021Q4 20228
Paladin Advisory Group, LLC 880.08%0.12%0.14%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.92%1.10%1.32%Q4 2021Q3 20238
Pensionmark Financial Group, LLC 880.04%0.10%0.17%Q2 2020Q1 20228
MMBG INVESTMENT ADVISORS CO. 880.03%0.03%0.04%Q4 2021Q3 20238
Martin Capital Advisors, LLP 880.23%0.30%0.42%Q4 2021Q3 20238
Leelyn Smith, LLC 510.00%0.01%0.01%Q4 2019Q4 20228
Mason & Associates Inc 881.04%1.48%2.77%Q4 2021Q3 20238
Wedmont Private Capital 880.04%0.08%0.14%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.12%0.14%0.15%Q4 2021Q3 20238
Secure Asset Management, LLC 880.12%0.31%0.48%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.81%0.85%0.88%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.05%0.20%Q4 2021Q3 20238
J Arnold Wealth Management Co 510.49%3.68%10.01%Q4 2019Q3 20238
Winch Advisory Services, LLC 880.00%0.00%0.00%Q3 2019Q2 20218
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
SFI Advisors, LLC 880.44%2.13%3.44%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.22%0.29%0.34%Q4 2021Q3 20238
Activest Wealth Management 610.10%0.27%0.38%Q1 2021Q3 20238
One Capital Management, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
FLC Capital Advisors 880.08%0.56%0.90%Q2 2020Q1 20228
One Wealth Advisors, LLC 710.01%0.23%0.46%Q4 2020Q4 20228
Wealthfront Advisers LLC 440.00%0.00%0.00%Q3 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.46%0.64%0.69%Q4 2021Q3 20238
Summit Place Financial Advisors, LLC 880.18%0.41%0.90%Q3 2020Q2 20228
Lineweaver Wealth Advisors, LLC 880.07%0.86%1.85%Q2 2020Q1 20228
HawsGoodwin Investment Management LLC 771.28%1.92%2.49%Q2 2020Q4 20217
VIVID FINANCIAL MANAGEMENT, INC. 770.14%1.10%2.00%Q2 2020Q4 20217
Li Winifred I 770.11%0.25%0.33%Q2 2013Q4 20147
Renaissance Technologies 210.00%0.00%0.00%Q2 2019Q2 20227
Bay Rivers Group 771.58%1.66%1.81%Q3 2020Q1 20227
Peterson Wealth Services 770.10%1.20%1.55%Q4 2021Q2 20237
HAZLETT, BURT & WATSON, INC. 771.64%1.81%2.03%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.09%0.22%0.30%Q2 2013Q4 20147
Copperleaf Capital, LLC 770.58%0.78%1.12%Q4 2020Q2 20227
Houlihan Financial Resource Group, Ltd. 310.22%0.30%0.42%Q4 2019Q3 20237
HOWARD CAPITAL MANAGEMENT 770.04%1.61%2.04%Q3 2018Q1 20207
Moisand Fitzgerald Tamayo, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
J. Goldman & Co LP 770.03%0.06%0.11%Q4 2019Q2 20217
Weaver Consulting Group 770.03%0.05%0.07%Q1 2019Q3 20207
Phraction Management LLC 770.23%0.29%0.35%Q1 2022Q3 20237
Tranquility Partners, LLC 770.11%0.13%0.15%Q3 2021Q1 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.02%0.03%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SUMITOMO MITSUI FINANCIAL GROUP, INC. 770.02%0.03%0.04%Q1 2022Q3 20237
Insight Advisors, LLC/ PA 770.07%0.41%0.74%Q4 2020Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.10%0.36%Q1 2021Q4 20227
MIRABELLA FINANCIAL SERVICES LLP 310.06%1.47%3.56%Q2 2020Q2 20237
Bison Wealth, LLC 520.00%0.01%0.02%Q4 2019Q3 20217
Clear Harbor Asset Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
L & S Advisors Inc 310.03%0.04%0.06%Q1 2018Q3 20237
WealthPLAN Partners, LLC 520.00%0.02%0.03%Q2 2016Q1 20217
Independent Portfolio Consultants, Inc. 770.02%0.02%0.02%Q4 2015Q2 20177
JOURNEY STRATEGIC WEALTH LLC 610.01%0.06%0.14%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.06%0.09%0.12%Q1 2022Q3 20237
BESSEMER GROUP INC 210.00%0.00%0.02%Q1 2016Q4 20227
Private Vista, LLC 610.04%0.06%0.11%Q3 2018Q2 20207
Keystone Wealth Services, LLC 770.09%0.15%0.26%Q4 2021Q2 20237
BW Gestao de Investimentos Ltda. 770.68%1.62%2.17%Q2 2018Q4 20197
SWARTHMORE GROUP INC 771.59%2.18%3.03%Q1 2019Q3 20207
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
ARCADIA INVESTMENT MANAGEMENT CORP/MI 770.00%0.00%0.00%Q1 2022Q3 20237
CUTLER INVESTMENT COUNSEL LLC 770.08%0.10%0.12%Q1 2022Q3 20237
Axiom Investment Management LLC 770.02%0.02%0.03%Q4 2019Q2 20217
MORRIS FINANCIAL CONCEPTS, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
McClarren Financial Advisors, Inc. 520.00%0.01%0.01%Q4 2021Q3 20237
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Mattern Wealth Management LLC 770.09%0.23%0.58%Q2 2020Q4 20217
Wealthspire Advisors, LLC 520.00%0.01%0.01%Q1 2021Q2 20237
TrinityPoint Wealth, LLC 430.04%0.05%0.07%Q3 2021Q2 20237
Avestar Capital, LLC 770.05%0.52%0.88%Q3 2020Q1 20227
Winslow, Evans & Crocker, Inc. 610.07%0.09%0.10%Q3 2016Q4 20207
Cooper Financial Group 770.06%0.75%1.46%Q2 2020Q4 20217
Cobble Hill Financial Services, INC 770.05%0.10%0.13%Q1 2013Q3 20147
Kavar Capital Partners, LLC 210.00%0.01%0.02%Q4 2013Q2 20197
Horst & Graben Wealth Management LLC 660.06%0.56%1.01%Q2 2020Q3 20216
Point Break Capital Management, LLC 660.03%0.09%0.18%Q3 2020Q4 20216
PRIVATE TRUST CO NA 660.06%0.07%0.07%Q2 2022Q3 20236
NATIONAL PLANNING CORP 510.00%0.05%0.10%Q4 2014Q3 20176
BUCKINGHAM STRATEGIC WEALTH, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
PURA VIDA INVESTMENTS, LLC 310.77%2.49%4.79%Q1 2019Q4 20206
Rede Wealth, LLC 660.10%0.13%0.15%Q4 2020Q1 20226
Selective Wealth Management, Inc. 510.01%0.03%0.06%Q2 2020Q2 20226
SEAVIEW INVESTMENT MANAGERS LLC 420.38%0.61%0.73%Q3 2020Q2 20226
Danda Trouve Investment Management, Inc. 510.01%0.01%0.02%Q4 2019Q3 20226
True Link Financial Advisors, LLC 660.06%0.39%0.72%Q4 2020Q1 20226
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.37%Q3 2017Q3 20236
Capital Market Strategies LLC 510.19%0.26%0.38%Q4 2021Q2 20236
CFS Investment Advisory Services, LLC 410.06%0.34%1.35%Q4 2020Q2 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 420.03%0.11%0.40%Q3 2020Q3 20236
Northwest Capital Management Inc 420.00%0.17%0.32%Q2 2021Q3 20236
STRATEGIC WEALTH MANAGEMENT INC 661.93%2.19%2.57%Q3 2020Q4 20216
EVOKE WEALTH, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
RDA Financial Network 420.09%0.16%0.24%Q2 2020Q4 20216
SWMG, LLC 660.15%0.59%1.36%Q4 2020Q1 20226
NEW ENGLAND SECURITIES CORP /MA/ 660.01%0.01%0.02%Q3 2013Q4 20146
Missouri Trust & Investment Co 330.00%0.00%0.01%Q4 2021Q3 20236
Corbenic Partners LLC 660.01%0.01%0.01%Q1 2021Q2 20226
Atlas Private Wealth Management, LLC 660.04%0.04%0.05%Q4 2019Q1 20216
SANDLER CAPITAL MANAGEMENT 210.02%0.47%1.12%Q1 2014Q3 20196
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Worth Asset Management, LLC 660.00%0.09%0.12%Q1 2022Q2 20236
ExodusPoint Capital Management, LP 410.00%0.02%0.04%Q4 2020Q3 20226
SHUFRO ROSE & CO LLC 510.02%0.03%0.04%Q1 2022Q3 20236
Eudaimonia Partners, LLC 660.02%0.03%0.05%Q4 2019Q1 20216
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
Cascadia Advisory Services, LLC 310.13%0.28%0.41%Q4 2019Q3 20216
Bay Harbor Wealth Management, LLC 660.07%0.48%0.81%Q2 2020Q3 20216
HOWARD FINANCIAL SERVICES, LTD. 510.05%0.08%0.11%Q1 2021Q2 20236
FORTE ASSET MANAGEMENT LLC 660.15%0.45%1.08%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.02%0.03%Q2 2022Q3 20236
FDx Advisors, Inc. 210.01%0.02%0.03%Q2 2016Q4 20206
ATLAS CAPITAL ADVISORS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Evolution Wealth Advisors, LLC 660.01%0.01%0.01%Q2 2020Q3 20216
MARINO, STRAM & ASSOCIATES LLC 510.10%0.11%0.13%Q1 2021Q3 20226
M&R CAPITAL MANAGEMENT INC 660.01%0.04%0.13%Q3 2019Q4 20206
Freestone Capital Holdings, LLC 420.00%0.01%0.02%Q3 2020Q4 20226
Pacifica Partners Inc. 660.00%0.00%0.00%Q2 2021Q3 20226
Kaizen Financial Strategies 420.43%0.47%0.55%Q4 2020Q2 20226
Rice Partnership, LLC 330.00%0.01%0.03%Q2 2021Q3 20236
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Williams Financial, LLC 660.23%0.44%0.91%Q4 2020Q1 20226
KINGS POINT CAPITAL MANAGEMENT 510.00%0.03%0.04%Q1 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Compagnie Lombard Odier SCmA 210.00%0.00%0.02%Q3 2019Q3 20235
JAMES INVESTMENT RESEARCH INC 320.00%0.00%0.01%Q3 2016Q1 20235
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
ROWLANDMILLER & PARTNERS.ADV 210.02%0.03%0.03%Q1 2021Q2 20235
PAX Financial Group, LLC 551.02%1.83%2.09%Q1 2020Q1 20215
TWO SIGMA INVESTMENTS, LP 320.00%0.01%0.04%Q2 2022Q3 20235
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
ADVANTAGE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2016Q4 20185
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Psagot Value Holdings Ltd. / (Israel) 210.14%0.47%1.04%Q3 2021Q3 20235
Banco Santander, S.A. 550.02%0.04%0.05%Q3 2021Q3 20225
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
BRANDYWINE OAK PRIVATE WEALTH LLC 550.04%0.05%0.05%Q2 2021Q2 20225
DOWLING & YAHNKE LLC 410.00%0.01%0.01%Q4 2019Q2 20225
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.01%0.01%Q2 2019Q2 20235
Octavia Wealth Advisors, LLC 550.06%0.13%0.36%Q4 2020Q4 20215
Edge Wealth Management LLC 550.00%0.00%0.01%Q4 2014Q4 20155
SHEETS SMITH WEALTH MANAGEMENT 410.01%0.32%0.43%Q2 2020Q3 20235
Faithward Advisors, LLC 410.00%0.01%0.01%Q4 2019Q1 20215
PROFESSIONAL PLANNING 410.50%0.55%0.61%Q2 2020Q3 20215
TRUEWEALTH LLC 550.00%0.00%0.00%Q4 2018Q4 20195
WCG Wealth Advisors LLC 310.01%0.07%0.11%Q2 2022Q3 20235
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 310.07%0.23%0.51%Q2 2020Q2 20235
Pallas Capital Advisors LLC 320.03%0.10%0.28%Q3 2021Q1 20235
Wagner Wealth Management, LLC 550.00%0.01%0.01%Q3 2021Q3 20225
Y-Intercept (Hong Kong) Ltd 320.03%0.10%0.22%Q3 2021Q3 20235
Avidian Wealth Solutions, LLC 410.01%0.04%0.06%Q2 2020Q1 20225
Tufton Capital Management 320.04%0.04%0.05%Q4 2021Q2 20235
ALLIANCEBERNSTEIN L.P. 550.00%0.00%0.00%Q3 2022Q3 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Ferguson Shapiro LLC 551.49%3.27%4.94%Q4 2019Q4 20205
Advanced Asset Management Advisors Inc 410.01%0.02%0.03%Q4 2019Q4 20225
WealthSpring Partners, LLC 550.71%0.78%0.80%Q3 2022Q3 20235
Horizon Investments, LLC 211.49%2.35%3.37%Q2 2016Q3 20185
GREENUP STREET WEALTH MANAGEMENT LLC 551.18%2.32%3.56%Q4 2021Q4 20225
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q4 2017Q3 20235
STRINGER ASSET MANAGEMENT, LLC 324.37%4.93%5.31%Q1 2016Q2 20195
WBH ADVISORY INC 410.02%0.08%0.17%Q3 2021Q2 20235
Annapolis Financial Services, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
EWG Elevate Inc. 210.16%2.13%3.04%Q4 2019Q2 20235
TUDOR INVESTMENT CORP ET AL 410.01%0.03%0.05%Q4 2021Q1 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
TWO SIGMA ADVISERS, LP 320.00%0.01%0.02%Q2 2022Q3 20235
Global Assets Advisory, LLC 550.77%1.03%1.28%Q3 2022Q3 20235
Strengthening Families & Communities, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
BRIGHTON JONES LLC 310.01%0.02%0.03%Q4 2019Q4 20215
Strategic Asset Management, LLC 550.12%0.15%0.28%Q3 2021Q3 20225
S.C. Financial Services, Inc. 550.41%0.50%0.57%Q4 2021Q4 20225
Great Diamond Partners, LLC 550.12%0.16%0.20%Q4 2019Q4 20205
Riggs Asset Managment Co. Inc. 550.00%0.00%0.00%Q2 2021Q2 20225
Wealth Alliance 210.04%0.08%0.13%Q4 2020Q2 20225
BHF RG Capital Inc. 550.97%2.36%3.68%Q2 2020Q2 20215
United Asset Strategies, Inc. 210.04%0.09%0.22%Q3 2017Q4 20225
WealthOne, LLC 210.09%0.30%0.67%Q4 2018Q4 20225
AlphaMark Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
BOYS ARNOLD & CO INC 310.03%0.04%0.05%Q4 2018Q1 20204
MILESTONE WEALTH, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Van Hulzen Asset Management, LLC 440.05%0.12%0.15%Q2 2020Q1 20214
Austin Private Wealth, LLC 440.38%0.52%0.68%Q2 2020Q1 20214
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20234
Q3 Asset Management 212.36%3.34%4.67%Q2 2018Q3 20194
Modus Advisors, LLC 310.03%0.13%0.20%Q4 2019Q2 20214
American Financial Network Advisory Services LLC 210.07%0.13%0.18%Q4 2017Q2 20194
Trek Financial, LLC 440.10%0.17%0.20%Q2 2020Q1 20214
Fiduciary Planning LLC 310.01%0.51%1.99%Q4 2019Q1 20214
Hanlon Investment Management, Inc. 440.05%0.11%0.21%Q2 2020Q1 20214
Focused Wealth Management, Inc 310.00%0.00%0.00%Q3 2018Q3 20194
Karn, Couzens & Associates, Inc. 440.16%0.21%0.26%Q4 2020Q3 20214
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FAS Wealth Partners, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.97%1.02%1.10%Q4 2018Q4 20194
Financial Freedom, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
CIC Wealth, LLC 440.51%0.59%0.65%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.18%0.26%0.31%Q4 2022Q3 20234
Watson Rebecca 440.59%1.95%3.38%Q4 2019Q3 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SigFig Wealth Management, LLC 440.02%0.04%0.05%Q2 2020Q1 20214
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.14%0.24%0.47%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.02%0.06%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 440.23%0.39%0.64%Q1 2021Q4 20214
Phoenix Wealth Advisors 440.03%0.03%0.03%Q4 2020Q3 20214
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.06%0.14%0.26%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.02%0.02%Q4 2021Q4 20224
Eaton Financial Holdings Company, LLC 440.46%1.25%1.56%Q4 2022Q3 20234
Summit X, LLC 440.40%1.31%3.43%Q2 2020Q1 20214
Householder Group Estate & Retirement Specialist, LLC 210.04%0.07%0.09%Q2 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Penserra Capital Management LLC 110.01%0.16%0.37%Q3 2018Q3 20234
BlackRock Institutional Trust Company, N.A. 440.00%0.01%0.02%Q1 2016Q4 20164
Scarborough Advisors, LLC 440.43%0.69%0.94%Q4 2021Q3 20224
Colonial Trust Co / SC 440.02%0.03%0.03%Q4 2022Q3 20234
Successful Portfolios LLC 440.17%0.22%0.26%Q2 2020Q1 20214
Y.D. More Investments Ltd 440.10%0.13%0.15%Q4 2022Q3 20234
Candriam S.C.A. 440.00%0.00%0.00%Q4 2020Q3 20214
StrongBox Wealth, LLC 440.22%0.24%0.26%Q2 2021Q1 20224
FinDec Wealth Services, Inc. 444.52%5.11%5.63%Q4 2022Q3 20234
SHINE INVESTMENT ADVISORY SERVICES INC 440.01%0.01%0.01%Q3 2019Q2 20204
Fermata Advisors, LLC 440.14%0.22%0.27%Q2 2021Q1 20224
Ken Stern & Associates, Inc. 221.36%2.49%3.58%Q1 2017Q3 20184
Strategic Wealth Partners, Ltd. 440.01%0.01%0.02%Q1 2018Q4 20184
Stone House Investment Management, LLC 441.74%2.11%2.40%Q2 2020Q1 20214
Harvest Investment Services, LLC 440.14%0.16%0.17%Q1 2019Q4 20194
Beacon Bridge Wealth Partners, LLC 440.12%0.20%0.30%Q4 2022Q3 20234
MATRIX PRIVATE CAPITAL GROUP LLC 220.13%0.16%0.18%Q4 2020Q4 20214
LEVEL FOUR FINANCIAL, LLC 440.12%0.17%0.20%Q4 2020Q3 20214
Private Portfolio Partners LLC 440.12%0.19%0.23%Q2 2020Q1 20214
Heirloom Wealth Management 440.39%0.49%0.64%Q4 2022Q3 20234
AVALON CAPITAL MANAGEMENT 210.29%1.25%1.87%Q2 2016Q1 20194
Gallacher Capital Management LLC 440.39%0.42%0.44%Q4 2022Q3 20234
Robinson Value Management, Ltd. 440.30%0.37%0.42%Q2 2017Q1 20184
Optiver Holding B.V. 310.00%0.00%0.00%Q2 2021Q1 20234
Mount Yale Investment Advisors, LLC 440.10%0.13%0.14%Q2 2020Q1 20214
Crewe Advisors LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Tri-Star Advisors Inc. 441.06%1.45%1.72%Q2 2020Q1 20214
Elmwood Wealth Management, Inc. 440.00%0.00%0.01%Q4 2018Q3 20194
Paradigm Financial Partners, LLC 440.10%0.11%0.12%Q2 2019Q1 20204
Alexandria Capital, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
LWMG, LLC 440.16%0.32%0.72%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.04%0.05%0.05%Q4 2018Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 446.62%7.47%8.04%Q4 2019Q3 20204
Miracle Mile Advisors, LLC 440.06%0.12%0.22%Q4 2022Q3 20234
Clarus Wealth Advisors 220.13%0.18%0.26%Q1 2019Q3 20204
Merit Financial Group, LLC 310.01%0.01%0.01%Q2 2022Q3 20234
GTS SECURITIES LLC 220.00%0.00%0.01%Q2 2023Q3 20234
Invst, LLC 440.25%0.53%0.64%Q2 2020Q1 20214
SteelPeak Wealth, LLC 440.24%0.43%0.51%Q2 2020Q1 20214
Stephens Consulting, LLC 440.06%0.08%0.11%Q4 2021Q3 20224
ARS Wealth Advisors, LLC 330.12%0.12%0.13%Q4 2020Q2 20213
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
PRELUDE CAPITAL MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
ACCESS FINANCIAL SERVICES, INC. 210.14%0.20%0.23%Q4 2020Q2 20223
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
NewSquare Capital LLC 210.00%0.00%0.00%Q2 2020Q2 20233
Fulcrum Equity Management 330.10%0.73%1.08%Q2 2020Q4 20203
FIRST FOUNDATION ADVISORS 210.02%0.03%0.04%Q4 2022Q3 20233
Weatherstone Capital Management 330.24%0.65%1.09%Q3 2018Q1 20193
Main Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
VALLEY FINANCIAL MANAGEMENT, INC. 330.63%0.85%1.03%Q4 2022Q2 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Sound Income Strategies, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Walleye Trading LLC 110.00%0.00%0.01%Q2 2023Q2 20233
PFG Investments, LLC 330.49%0.53%0.57%Q1 2023Q3 20233
Atom Investors LP 330.25%0.68%1.42%Q1 2021Q3 20213
Reilly Herbert Faulkner III 330.10%0.11%0.11%Q3 2020Q1 20213
MCIA Inc 330.53%0.74%0.94%Q3 2020Q1 20213
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.31%0.35%0.38%Q2 2020Q4 20203
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
CHOREO, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Summit Trail Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
MIDWEST INVESTMENT MANAGEMENT LLC 331.83%2.06%2.35%Q2 2013Q4 20133
Ascent Group, LLC 330.15%0.18%0.22%Q2 2022Q4 20223
Wakefield Asset Management LLLP 330.30%0.34%0.36%Q2 2019Q4 20193
Procyon Advisors, LLC 330.01%0.02%0.03%Q4 2019Q2 20203
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.12%0.20%0.30%Q2 2019Q4 20193
HAP Trading, LLC 210.00%0.01%0.03%Q4 2021Q1 20233
SII INVESTMENTS INC/WI 330.02%0.03%0.04%Q2 2017Q4 20173
Ameliora Wealth Management Ltd. 330.66%0.91%1.07%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Capital One Investing, Inc. 330.10%0.10%0.10%Q1 2019Q3 20193
MYCIO WEALTH PARTNERS, LLC 330.00%0.01%0.03%Q2 2019Q4 20193
Summit Wealth Group, LLC 110.17%2.48%5.73%Q4 2020Q1 20233
GREAT WEST LIFE ASSURANCE CO /CAN/ 330.00%0.00%0.00%Q4 2014Q2 20153
Truadvice, LLC 330.34%0.53%0.82%Q3 2020Q1 20213
Disciplined Investments, LLC 210.00%0.00%0.00%Q3 2022Q2 20233
Chevy Chase Trust Holdings, LLC 110.00%0.01%0.02%Q4 2016Q4 20223
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q1 2020Q2 20233
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Mach-1 Financial Group, LLC 210.01%0.02%0.05%Q2 2022Q1 20233
Blue Chip Partners, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
BOKF, NA 210.00%0.00%0.00%Q3 2017Q2 20233
Forza Wealth Management, LLC 330.57%0.63%0.68%Q1 2023Q3 20233
Aldebaran Financial Inc. 330.49%0.63%0.79%Q3 2019Q1 20203
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20233
Apexium Financial, LP 330.13%0.18%0.21%Q3 2021Q1 20223
Insight Wealth Strategies, LLC 330.03%0.05%0.08%Q4 2020Q2 20213
Ashford Advisors, LLC 330.14%0.14%0.16%Q1 2022Q3 20223
McKinley Carter Wealth Services, Inc. 210.03%0.12%0.27%Q4 2019Q1 20213
MV CAPITAL MANAGEMENT, INC. 210.00%0.00%0.00%Q3 2021Q4 20223
JOHNSON INVESTMENT COUNSEL INC 330.00%0.00%0.00%Q3 2022Q1 20233
Lee Financial Co 210.00%0.00%0.00%Q1 2018Q3 20233
Yarbrough Capital, LLC 330.30%0.38%0.50%Q1 2023Q3 20233
Trexquant Investment LP 110.02%0.02%0.03%Q3 2019Q4 20213
Sullivan, Bruyette, Speros & Blaney, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Blackhawk Capital Partners LLC. 330.01%0.01%0.02%Q4 2017Q2 20183
Beacon Financial Advisory LLC 330.15%0.20%0.25%Q3 2020Q1 20213
WBI INVESTMENTS, LLC 330.05%0.06%0.07%Q2 2022Q4 20223
ARGI Investment Services, LLC 330.02%0.03%0.05%Q1 2021Q3 20213
Kabarec Financial Advisors, Ltd. 330.26%1.16%2.91%Q4 2017Q2 20183
Ford Financial Group, LLC 110.01%0.01%0.02%Q4 2017Q4 20213
Kellett Wealth Advisors, LLC 330.22%0.24%0.26%Q4 2021Q2 20223
Allegiant Private Advisors, LLC 330.06%0.13%0.20%Q4 2020Q2 20213
ATWOOD & PALMER INC 330.00%0.00%0.00%Q4 2020Q2 20213
WINTRUST INVESTMENTS LLC 330.55%0.62%0.71%Q4 2016Q2 20173
TCI Wealth Advisors, Inc. 210.00%0.01%0.01%Q4 2020Q3 20223
Capital Square, LLC 210.18%0.19%0.19%Q1 2022Q4 20223
FIRETHORN WEALTH PARTNERS, LLC 210.18%1.09%2.03%Q4 2020Q4 20213
Kraft, Davis & Associates, LLC 210.17%0.21%0.24%Q4 2022Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 110.09%0.10%0.14%Q1 2017Q1 20223
Camarda Financial Advisors, LLC 110.01%0.43%1.27%Q1 2016Q1 20223
Biltmore Capital Advisors LLC 330.13%0.43%0.65%Q3 2020Q1 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Sound View Wealth Advisors Group, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Hilltop Holdings Inc. 330.03%0.04%0.07%Q1 2022Q3 20223
DUMONT & BLAKE INVESTMENT ADVISORS LLC 330.44%0.46%0.49%Q2 2016Q4 20163
Gunma Bank,Ltd. 331.88%2.53%3.57%Q2 2021Q4 20213
Biondo Investment Advisors, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
MACKENZIE FINANCIAL CORP 330.02%0.02%0.02%Q1 2023Q3 20233
Vigilare Wealth Management 330.13%0.18%0.26%Q3 2022Q1 20233
Jackson Financial Management 330.81%3.40%4.75%Q2 2019Q4 20193
Relyea Zuckerberg Hanson LLC 330.16%0.28%0.37%Q3 2021Q1 20223
Beck Bode, LLC 330.10%0.11%0.12%Q1 2022Q3 20223
VisionPoint Advisory Group, LLC 330.09%0.10%0.10%Q2 2020Q4 20203
Frontier Wealth Management LLC 220.07%0.08%0.08%Q3 2019Q4 20192
DHK Financial Advisors, Inc. 220.20%0.21%0.22%Q2 2023Q3 20232
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q2 2021Q1 20222
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Spectrum Planning & Advisory Services Inc. 220.93%1.15%1.37%Q4 2020Q1 20212
Clarity Financial LLC 220.55%0.56%0.56%Q2 2023Q3 20232
West Financial Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Red Tortoise LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.05%0.05%0.06%Q3 2020Q4 20202
LAZARD ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2014Q1 20152
W ADVISORS, LLC 220.50%0.53%0.57%Q4 2021Q1 20222
UNION SAVINGS BANK 220.01%0.01%0.02%Q2 2023Q3 20232
Systelligence, LLC 221.41%1.88%2.35%Q4 2019Q1 20202
Schonfeld Strategic Advisors LLC 220.05%0.05%0.05%Q1 2022Q2 20222
Sandy Cove Advisors, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q2 20212
tru Independence LLC 110.01%0.02%0.03%Q4 2019Q2 20212
INVESTMENT CENTERS OF AMERICA INC 220.02%0.03%0.04%Q2 2017Q3 20172
Blue Sky Asset Management, LLC 220.22%0.24%0.26%Q4 2019Q1 20202
Bullseye Investment Management, LLC 226.55%6.79%7.04%Q4 2021Q1 20222
Alpha DNA Investment Management LLC 220.05%0.05%0.06%Q4 2020Q1 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Pathway Financial Advisors LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Grey Fox Wealth Advisors, LLC 220.07%0.07%0.08%Q4 2022Q1 20232
Krilogy Financial LLC 110.02%0.09%0.16%Q3 2018Q2 20232
BANQUE PICTET & CIE SA 220.00%0.00%0.01%Q3 2020Q4 20202
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q3 20232
InterOcean Capital, LLC 110.02%0.02%0.02%Q4 2019Q2 20202
GREENWOOD CAPITAL ASSOCIATES LLC 110.06%0.08%0.10%Q3 2021Q4 20222
Carr Financial Group Corp 220.09%0.10%0.12%Q1 2023Q2 20232
Brouwer & Janachowski, LLC 110.03%0.03%0.04%Q1 2014Q2 20152
MGO ONE SEVEN LLC 110.02%0.03%0.05%Q4 2018Q3 20232
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
BECK CAPITAL MANAGEMENT, LLC 110.38%1.01%1.65%Q3 2018Q1 20192
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Gallagher Fiduciary Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Beaumont Capital Management, LLC 220.38%0.39%0.40%Q3 2022Q4 20222
Opes Wealth Management LLC 220.16%0.31%0.47%Q2 2023Q3 20232
Royal Harbor Partners, LLC 221.10%1.12%1.14%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
4J Wealth Management LLC 221.58%1.61%1.64%Q4 2020Q1 20212
TCWP LLC 220.05%0.06%0.08%Q4 2021Q1 20222
PANORAMIC INVESTMENT ADVISORS, LLC 110.99%1.26%1.54%Q4 2022Q3 20232
King Wealth Management Group 220.06%0.06%0.07%Q3 2019Q4 20192
LaSalle St. Investment Advisors, LLC 220.09%0.09%0.10%Q4 2022Q1 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2021Q1 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.07%0.11%Q2 2023Q3 20232
Jefferies Group LLC 110.01%0.01%0.02%Q2 2019Q2 20202
Westchester Capital Management, LLC 222.12%2.31%2.50%Q3 2020Q4 20202
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
PICTET ASSET MANAGEMENT LTD 220.00%0.00%0.00%Q3 2020Q4 20202
Opera Trading Capital 110.04%0.05%0.05%Q4 2015Q4 20162
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q4 2017Q1 20192
Highland Private Wealth Management 220.07%0.07%0.07%Q1 2019Q2 20192
Balentine LLC 220.00%0.00%0.01%Q4 2020Q1 20212
SOUTHERN CAPITAL ADVISORS, LLC 220.49%0.50%0.51%Q2 2023Q3 20232
Ulrich Consultants & Investment Group, LLC 223.18%3.68%4.19%Q2 2022Q3 20222
Covenant Multifamily Offices, LLC 110.00%0.02%0.03%Q3 2014Q1 20192
Ullmann Wealth Partners Group, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2020Q1 20212
Fortitude Advisory Group L.L.C. 220.08%0.08%0.08%Q4 2021Q1 20222
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Fortis Capital Advisors, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
Independent Advisor Alliance 110.04%0.09%0.14%Q1 2017Q4 20192
Live Oak Investment Partners 220.00%0.00%0.01%Q4 2022Q1 20232
ARS Wealth Advisors Group, LLC 220.12%0.12%0.12%Q3 2021Q4 20212
BEAM WEALTH ADVISORS, INC. 220.32%0.78%1.23%Q4 2019Q1 20202
Grant/GrossMendelsohn, LLC 222.44%2.60%2.77%Q2 2023Q3 20232
Better Money Decisions, LLC 110.00%0.00%0.01%Q3 2021Q2 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.69%1.36%Q4 2021Q3 20222
Davis Investment Partners, LLC 220.16%0.17%0.18%Q2 2023Q3 20232
Scott & Selber, Inc. 222.43%2.45%2.47%Q2 2016Q3 20162
Vienna Asset Management LLC 220.01%0.29%0.58%Q4 2021Q1 20222
LVM CAPITAL MANAGEMENT LTD/MI 220.04%0.04%0.04%Q3 2020Q4 20202
Guild Investment Management, Inc. 220.68%1.09%1.51%Q2 2018Q3 20182
FLAGSTAR ADVISORS INC 110.00%0.01%0.01%Q3 2021Q3 20222
Smart Money Group LLC 220.75%0.82%0.89%Q2 2020Q3 20202
Congress Wealth Management LLC / DE / 220.01%0.33%0.66%Q4 2021Q1 20222
North Star Investment Management Corp. 220.00%0.00%0.00%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gibson Capital, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
Transform Wealth, LLC 110.14%0.17%0.21%Q3 2019Q2 20202
Crabel Capital Management, LLC 110.06%0.06%0.07%Q2 2021Q4 20212
Capricorn Fund Managers Ltd 220.94%1.06%1.18%Q3 2022Q4 20222
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2020Q3 20202
Spectrum Asset Management, Inc. (NB/CA) 220.67%0.98%1.29%Q4 2020Q1 20212
LifePlan Financial Group, Inc 220.75%0.78%0.82%Q2 2020Q3 20202
HCR Wealth Advisors 220.04%0.04%0.04%Q4 2019Q1 20202
InterOcean Capital Group, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Axim Planning & Wealth 220.03%0.03%0.04%Q2 2022Q3 20222
VAUGHAN & Co SECURITIES, INC. 220.03%0.03%0.03%Q4 2019Q1 20202
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Donoghue Forlines LLC 221.09%2.43%3.77%Q3 2018Q4 20182
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q4 2016Q2 20192
RMR Wealth Builders 220.01%0.01%0.02%Q4 2020Q1 20212
Geneva Partners, LLC 220.11%0.12%0.14%Q3 2020Q4 20202
Veracity Capital LLC 220.11%0.11%0.12%Q3 2020Q4 20202
PVG Asset Management 220.12%0.13%0.14%Q4 2015Q1 20162
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
360 Financial, Inc. 223.38%3.50%3.62%Q3 2020Q4 20202
First Pacific Financial 220.00%0.00%0.00%Q2 2023Q3 20232
Concourse Capital Management, LLC 221.55%1.58%1.61%Q4 2018Q1 20192
NOVARE CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Castleview Partners, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
PFS INVESTMENTS INC. 221.46%1.57%1.68%Q2 2018Q3 20182
Golden State Wealth Management, LLC 110.00%0.04%0.08%Q3 2019Q4 20202
Caption Management, LLC 110.02%0.04%0.06%Q3 2023Q3 20232
Pinnacle Private Wealth, LLC 220.07%0.07%0.08%Q4 2021Q1 20222
EUDAIMONIA ADVISORS LLC 220.21%0.28%0.34%Q4 2021Q1 20222
Keebeck Wealth Management, LLC 220.11%0.11%0.11%Q4 2020Q1 20212
TimeScale Financial, Inc. 110.00%0.00%0.01%Q3 2020Q1 20232
MCF Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
QUATTRO FINANCIAL ADVISORS LLC 220.19%0.25%0.32%Q3 2021Q4 20212
Summit Financial, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Delek Group, Ltd. 110.01%0.05%0.09%Q3 2018Q2 20192
Planned Solutions, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
Advisor OS, LLC 220.10%0.49%0.88%Q3 2021Q4 20212
Halpern Financial, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Kalos Management, Inc. 220.21%0.24%0.27%Q1 2021Q2 20212
Keystone Financial Group 220.06%0.06%0.06%Q4 2020Q1 20212
ETRADE Capital Management LLC 220.57%0.64%0.70%Q2 2020Q3 20202
BAKER TILLY WEALTH MANAGEMENT, LLC 220.06%0.10%0.13%Q4 2020Q1 20212
Savior LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Eagle Capital Management, LLC 221.82%2.35%2.88%Q3 2016Q4 20162
Parcion Private Wealth LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Valmark Advisers, Inc. 220.00%0.00%0.01%Q2 2021Q3 20212
Coho Partners, Ltd. 110.01%0.01%0.01%Q4 2021Q4 20211
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
CAPRIN ASSET MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2016Q3 20161
DRW Securities, LLC 110.09%0.09%0.09%Q2 2014Q2 20141
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
Freedom Investment Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NCM Capital Management, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Leucadia National 110.01%0.01%0.01%Q1 2023Q1 20231
Ergoteles LLC 110.08%0.08%0.08%Q2 2022Q2 20221
WJ Wealth Management, LLC 110.17%0.17%0.17%Q2 2020Q2 20201
Ghost Tree Capital, LLC 111.73%1.73%1.73%Q1 2016Q1 20161
Interchange Capital Partners, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2015Q1 20151
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Patten Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Dentgroup LLC 110.29%0.29%0.29%Q1 2022Q1 20221
COOLIDGE FRANCIS L 110.37%0.37%0.37%Q2 2013Q2 20131
Gyon Technologies Capital Management, LP 110.08%0.08%0.08%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Columbus Macro, LLC 110.57%0.57%0.57%Q3 2020Q3 20201
INTEGRATED WEALTH COUNSEL, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Partner Investment Management, L.P. 112.61%2.61%2.61%Q3 2018Q3 20181
Rothschild Capital Partners, LLC 111.49%1.49%1.49%Q4 2019Q4 20191
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Cordant, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cumberland Partners Ltd 110.00%0.00%0.00%Q4 2019Q4 20191
Cordasco Financial Network 110.02%0.02%0.02%Q1 2019Q1 20191
Strategic Wealth Management Group, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
CSS LLC/IL 110.12%0.12%0.12%Q4 2021Q4 20211
Buttonwood Financial Group, LLC 110.87%0.87%0.87%Q1 2022Q1 20221
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Claybrook Capital, LLC 110.17%0.17%0.17%Q4 2018Q4 20181
WFA of San Diego, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
New England Professional Planning Group Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Partnervest Advisory Services LLC 110.06%0.06%0.06%Q3 2020Q3 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Gallagher Benefit Services, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Greenhouse Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Evanson Asset Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.11%0.11%0.11%Q1 2020Q1 20201
Thomasville National Bank 110.02%0.02%0.02%Q2 2021Q2 20211
MCDONALD PARTNERS LLC 111.36%1.36%1.36%Q4 2021Q4 20211
Financial Advantage, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
ShoreHaven Wealth Partners, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Delta Investment Management, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Rockwood Wealth Management, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Worth Venture Partners, LLC 110.45%0.45%0.45%Q1 2022Q1 20221
ROCKLAND TRUST CO 110.10%0.10%0.10%Q4 2022Q4 20221
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
Marshall Financial Group LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Polar Asset Management Partners Inc. 110.31%0.31%0.31%Q2 2022Q2 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Dakota Wealth Management 110.22%0.22%0.22%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
COUNTRY TRUST BANK 110.01%0.01%0.01%Q2 2015Q2 20151
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.06%0.06%0.06%Q1 2022Q1 20221
COLUMBIA CAPITAL LLC 111.11%1.11%1.11%Q4 2014Q4 20141
Gibraltar Capital Management, Inc. 110.44%0.44%0.44%Q4 2018Q4 20181
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Smith & Howard Wealth Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CPR Investments Inc. 114.33%4.33%4.33%Q2 2023Q2 20231
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Marks Wealth, LLC 1110.85%10.85%10.85%Q3 2021Q3 20211
Lenox Wealth Management, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
AXS Investments LLC 110.47%0.47%0.47%Q2 2023Q2 20231
Financial Planners of Cleveland, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
MRA Associates USA LLC 110.33%0.33%0.33%Q3 2019Q3 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.07%0.07%0.07%Q4 2019Q4 20191
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
COMERICA SECURITIES INC 110.08%0.08%0.08%Q4 2018Q4 20181
Winthrop Partners - WNY, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Charles Schwab Trust Co 110.03%0.03%0.03%Q3 2023Q3 20231
Private Advisory Group LLC 110.31%0.31%0.31%Q2 2019Q2 20191
Colonial River Wealth Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Centennial Wealth Advisory LLC 110.75%0.75%0.75%Q4 2020Q4 20201
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.02%0.02%0.02%Q2 2019Q2 20191
Sonoma Private Wealth LLC 110.36%0.36%0.36%Q2 2023Q2 20231
RWA WEALTH PARTNERS, LLC 110.47%0.47%0.47%Q3 2021Q3 20211
F/M Investments LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Intrinsic Edge Capital Management LLC 112.86%2.86%2.86%Q2 2019Q2 20191
Allred Capital Management, LLC 110.12%0.12%0.12%Q1 2019Q1 20191
Dash Acquisitions Inc. 110.46%0.46%0.46%Q4 2022Q4 20221
Susquehanna International Group Ltd. 110.06%0.06%0.06%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
DG Capital Management, LLC 119.13%9.13%9.13%Q1 2020Q1 20201
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q1 2023Q1 20231
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
AMJ Financial Wealth Management 110.60%0.60%0.60%Q4 2019Q4 20191
JFS WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Hefren-Tillotson, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q2 2020Q2 20201
Ignite Planners, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Midwest Heritage Bank, FSB 110.38%0.38%0.38%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
PFM Health Sciences, LP 114.11%4.11%4.11%Q3 2018Q3 20181
Questar Asset Management, Inc. 110.26%0.26%0.26%Q4 2018Q4 20181
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 112.52%2.52%2.52%Q4 2018Q4 20181
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Black Swift Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Apeiron RIA LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Cedar Mountain Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CASTLEARK MANAGEMENT LLC 110.40%0.40%0.40%Q2 2023Q2 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2017Q4 20171
Rafferty Asset Management, LLC 110.61%0.61%0.61%Q2 2013Q2 20131
Smithfield Trust Co 110.01%0.01%0.01%Q2 2022Q2 20221
Inscription Capital, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Warwick Investment Management, Inc. 110.20%0.20%0.20%Q3 2022Q3 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ceros Financial Services Inc. 110.08%0.08%0.08%Q1 2019Q1 20191
Lansing Street Advisors 110.03%0.03%0.03%Q1 2023Q1 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
PERSONAL CFO SOLUTIONS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
PVG ASSET MANAGEMENT CORP 110.52%0.52%0.52%Q2 2019Q2 20191
Cinctive Capital Management LP 110.15%0.15%0.15%Q3 2021Q3 20211
Stanford Investment Group, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
MENORA MIVTACHIM HOLDINGS LTD. 111.10%1.10%1.10%Q1 2023Q1 20231
Visionary Asset Management, Inc. 110.24%0.24%0.24%Q4 2018Q4 20181
jvl associates llc 110.14%0.14%0.14%Q1 2022Q1 20221
Virtue Capital Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2021Q4 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ulysses Management LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Mystic Asset Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Gupta Wealth Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Allianz Asset Management GmbH 110.00%0.00%0.00%Q2 2018Q2 20181
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Bellwether Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Shamrock Asset Management LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Hobart Private Capital, LLC 116.47%6.47%6.47%Q4 2022Q4 20221
Caprock Group, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q1 2019Q1 20191
RE Dickinson Investment Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
SIENA CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Newport Wealth Strategies, Inc. 110.29%0.29%0.29%Q4 2019Q4 20191
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Per Stirling Capital Management, LLC. 110.10%0.10%0.10%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Blackstone Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Meiji Yasuda Life Insurance Co 110.13%0.13%0.13%Q3 2016Q3 20161
Fragasso Group Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Crew Capital Management, Ltd. 110.17%0.17%0.17%Q4 2021Q4 20211
Financial Sense Advisors, Inc. 110.52%0.52%0.52%Q1 2022Q1 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.03%0.03%0.03%Q4 2019Q4 20191
Addison Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.11%0.11%0.11%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Lake Hills Wealth Management, LLC 110.97%0.97%0.97%Q2 2023Q2 20231
Kingfisher Capital LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Stewardship Financial Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Spot Trading L.L.C 110.01%0.01%0.01%Q1 2016Q1 20161
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q2 2023Q2 20231
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Operose Advisors LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Squarepoint Ops LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SUTTON PLACE INVESTORS LLC 110.25%0.25%0.25%Q4 2021Q4 20211
UBS OCONNOR LLC 110.11%0.11%0.11%Q3 2015Q3 20151
JD Financial Services Inc. 110.28%0.28%0.28%Q4 2020Q4 20201
External links

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