ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 40200.00%0.03%0.10%Q1 2009Q2 202462
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.01%Q2 2013Q2 202459
Goldstein Munger & Associates 52520.19%0.57%2.29%Q4 2009Q3 202252
Zhang Financial LLC 50500.30%4.00%9.57%Q1 2012Q2 202450
GOLDMAN SACHS GROUP INC 4540.00%0.00%0.01%Q1 2012Q2 202450
MUFG Americas Holdings Corp 48480.11%0.26%0.37%Q4 2010Q3 202248
US BANCORP \DE\ 45450.00%0.42%0.88%Q2 2013Q2 202447
KEYBANK NATIONAL ASSOCIATION/OH 47470.00%0.00%0.01%Q4 2012Q2 202447
Capital Analysts, LLC 30160.00%0.08%0.53%Q4 2012Q2 202446
COMMERCE BANK 46460.01%0.03%0.08%Q1 2013Q2 202446
WELLS FARGO & COMPANY/MN 45450.02%0.04%0.05%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.01%0.06%0.18%Q2 2013Q2 202445
Savant Capital, LLC 45450.59%1.22%2.57%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.00%0.01%0.03%Q2 2013Q2 202445
JONES FINANCIAL COMPANIES LLLP 45450.88%2.40%3.33%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.11%0.56%1.42%Q2 2013Q2 202445
ASPIRIANT, LLC 45450.13%1.48%4.37%Q2 2013Q2 202445
NATIXIS ADVISORS, LLC 45450.05%0.66%1.80%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.01%0.02%0.06%Q2 2013Q2 202445
INTERACTIVE FINANCIAL ADVISORS, INC. 45451.93%4.59%7.58%Q2 2013Q2 202445
GFS Advisors, LLC 45450.01%0.29%0.68%Q2 2013Q2 202445
BROWN ADVISORY INC 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.03%0.07%Q2 2013Q2 202445
Carlson Capital Management 45450.02%1.86%3.40%Q2 2013Q2 202445
1834 INVESTMENT ADVISORS CO 45450.05%0.44%1.31%Q2 2013Q2 202445
GHP Investment Advisors, Inc. 45450.03%0.31%1.16%Q2 2013Q2 202445
UNITED CAPITAL FINANCIAL ADVISORS, LLC 45450.01%0.12%0.82%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.15%0.49%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.01%0.01%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.01%0.03%0.05%Q2 2013Q2 202445
ALESCO ADVISORS LLC 45450.19%1.17%2.80%Q2 2013Q2 202445
BUCKINGHAM STRATEGIC WEALTH, LLC 45450.52%2.26%4.20%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.07%0.13%0.29%Q2 2013Q2 202445
FIDUCIARY TRUST CO 45450.01%0.91%6.03%Q2 2013Q2 202445
Efficient Advisors, LLC 45450.48%4.17%7.80%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.08%0.17%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.07%0.47%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.01%0.03%Q2 2013Q2 202445
FIRST HAWAIIAN BANK 45450.01%0.04%0.13%Q2 2013Q2 202445
Parkside Financial Bank & Trust 45450.36%0.97%3.64%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.00%0.05%0.16%Q2 2013Q2 202445
BOKF, NA 32120.05%0.24%0.43%Q2 2013Q2 202444
Cetera Advisor Networks LLC 44440.01%0.07%0.30%Q1 2013Q4 202344
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 44440.01%0.94%2.73%Q2 2013Q1 202444
Creative Planning 3680.00%0.00%0.02%Q2 2013Q2 202444
JPMORGAN CHASE & CO 4040.00%0.02%0.07%Q2 2013Q2 202444
TRUIST FINANCIAL CORP 44440.06%0.46%1.01%Q2 2013Q1 202444
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31130.02%0.09%0.17%Q2 2013Q2 202444
GLENMEDE TRUST CO NA 24200.01%0.03%0.08%Q2 2013Q2 202444
FMR LLC 31130.00%0.03%0.07%Q2 2013Q2 202444
HighTower Advisors, LLC 44440.00%0.03%0.09%Q3 2013Q2 202444
M&T BANK CORP 25180.00%0.40%0.99%Q3 2013Q2 202443
Checchi Capital Advisers, LLC 43430.21%0.77%2.78%Q4 2013Q2 202443
Veritable, L.P. 43430.02%0.13%0.40%Q4 2012Q2 202343
Cranbrook Wealth Management, LLC 43430.69%3.86%10.98%Q4 2013Q2 202443
Evanson Asset Management, LLC 43430.04%0.19%0.56%Q4 2013Q2 202443
Cetera Advisors LLC 43430.01%0.09%0.32%Q2 2013Q4 202343
STIFEL FINANCIAL CORP 42420.00%0.02%0.06%Q1 2014Q2 202442
WEALTHCARE CAPITAL MANAGEMENT LLC 28140.00%0.03%0.14%Q2 2013Q2 202442
COLONY GROUP LLC 42420.01%0.10%0.81%Q2 2013Q3 202342
GREENLEAF TRUST 41410.02%0.11%0.25%Q2 2014Q2 202441
TCI Wealth Advisors, Inc. 3920.00%0.03%0.19%Q4 2012Q1 202341
CONNING INC. 41410.02%0.02%0.04%Q2 2014Q2 202441
One Capital Management, LLC 3470.01%1.65%4.39%Q1 2014Q2 202441
SOL Capital Management CO 39390.08%0.54%0.75%Q4 2014Q2 202439
UBS Group AG 39390.01%0.02%0.05%Q4 2014Q2 202439
Sequoia Financial Advisors, LLC 3810.01%0.40%4.24%Q4 2013Q2 202439
Wealth Architects, LLC 39390.06%0.22%0.85%Q4 2014Q2 202439
MASSMUTUAL TRUST CO FSB/ADV 14110.00%0.01%0.07%Q4 2013Q2 202439
Neumann Capital Management, LLC 39390.13%0.64%1.21%Q4 2014Q2 202439
PINNACLE FINANCIAL PARTNERS INC 39390.03%0.24%0.72%Q4 2014Q2 202439
DOWLING & YAHNKE LLC 38380.05%0.09%0.25%Q2 2013Q3 202238
Brinker Capital Investments, LLC 38380.00%1.56%5.47%Q3 2013Q4 202238
BLAIR WILLIAM & CO/IL 3620.00%0.01%0.03%Q2 2013Q2 202438
Plancorp, LLC 3110.63%3.33%10.43%Q4 2013Q2 202438
BRR OpCo, LLC 38380.10%0.75%5.38%Q2 2013Q3 202238
FIRST AMERICAN TRUST, FSB 37370.46%0.90%1.90%Q2 2015Q2 202437
ASSETMARK, INC 2410.00%0.04%0.31%Q3 2013Q2 202437
AMERICAN CENTURY COMPANIES INC 37370.00%0.01%0.03%Q2 2013Q2 202237
Advisory Services Network, LLC 3070.00%0.13%0.28%Q1 2015Q2 202437
B. Riley Wealth Advisors, Inc. 3510.00%0.17%0.56%Q2 2014Q2 202437
Private Advisor Group, LLC 3110.00%0.04%0.25%Q3 2014Q2 202437
Voya Financial Advisors, Inc. 3510.04%0.10%0.21%Q1 2015Q2 202436
FDx Advisors, Inc. 1810.02%0.15%0.46%Q2 2014Q4 202336
DIXON HUBARD FEINOUR & BROWN INC/VA 36360.08%0.25%0.47%Q3 2013Q2 202236
MML INVESTORS SERVICES, LLC 2970.03%2.01%9.99%Q2 2015Q2 202436
Moisand Fitzgerald Tamayo, LLC 35350.03%0.15%0.39%Q4 2015Q2 202435
FAS Wealth Partners, Inc. 35351.27%2.30%3.85%Q4 2015Q2 202435
Cutler Group LLC / CA 910.00%0.00%0.01%Q1 2016Q4 202335
J.P. Morgan Private Wealth Advisors LLC 2780.00%0.02%0.16%Q4 2013Q3 202335
BlackRock Inc. 35350.00%0.01%0.04%Q4 2015Q2 202435
SouthState Corp 35350.04%0.07%0.11%Q4 2015Q2 202435
CIBC Private Wealth Group LLC 1680.00%0.00%0.01%Q1 2014Q2 202435
Tradewinds Capital Management, LLC 35350.00%0.01%0.06%Q4 2013Q2 202235
BINGHAM OSBORN & SCARBOROUGH LLC 34340.06%0.11%0.24%Q2 2013Q3 202134
HSBC HOLDINGS PLC 34340.00%0.00%0.00%Q1 2016Q2 202434
Avior Wealth Management, LLC 34340.01%0.05%0.08%Q1 2016Q2 202434
Raymond James Financial Services Advisors, Inc. 34340.01%0.03%0.06%Q1 2016Q2 202434
IFP Advisors, Inc 20140.00%0.08%0.23%Q4 2015Q2 202434
Geneos Wealth Management Inc. 34340.07%0.16%0.56%Q1 2016Q2 202434
MYCIO WEALTH PARTNERS, LLC 2770.02%0.11%0.37%Q2 2013Q2 202434
SCS Capital Management LLC 2330.09%0.95%3.14%Q2 2014Q1 202434
Asset Dedication, LLC 2680.02%0.06%0.15%Q4 2015Q2 202434
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 34340.24%0.58%0.84%Q2 2013Q3 202134
WRAPMANAGER INC 17160.07%0.15%0.21%Q4 2015Q2 202433
LINCOLN NATIONAL CORP 33330.02%0.09%0.31%Q1 2016Q1 202433
GIRARD PARTNERS LTD. 33330.12%0.50%0.99%Q2 2016Q2 202433
Janney Montgomery Scott LLC 2010.00%0.27%0.75%Q4 2014Q2 202433
Wealthcare Advisory Partners LLC 33330.13%0.22%0.40%Q2 2016Q2 202433
Advisory Alpha, LLC 3020.01%0.33%0.90%Q3 2015Q1 202432
TIEDEMANN ADVISORS, LLC 32320.02%0.34%1.32%Q4 2015Q3 202332
Atria Investments, Inc 1710.02%0.30%0.72%Q1 2016Q2 202432
REILLY FINANCIAL ADVISORS, LLC 32320.00%0.02%0.06%Q1 2014Q4 202132
CITY HOLDING CO 2840.00%0.24%0.52%Q4 2013Q2 202432
Morningstar Investment Services LLC 32320.48%1.34%1.96%Q3 2016Q2 202432
NORTHWEST WEALTH MANAGEMENT, LLC 31311.27%1.79%2.77%Q4 2016Q2 202431
Parallel Advisors, LLC 31310.00%0.03%0.11%Q4 2016Q2 202431
Glen Eagle Advisors, LLC 31310.01%0.04%0.09%Q4 2016Q2 202431
Patriot Financial Group Insurance Agency, LLC 31310.02%0.26%0.68%Q4 2016Q2 202431
CWM, LLC 1910.00%1.32%2.53%Q1 2016Q2 202431
AE Wealth Management LLC 31310.08%0.84%1.52%Q4 2016Q2 202431
COMERICA BANK 2220.00%0.01%0.04%Q2 2013Q2 202431
SIGNET FINANCIAL MANAGEMENT, LLC 2650.05%0.16%0.70%Q4 2014Q3 202231
Gilbert & Cook, Inc. 31310.06%0.79%1.76%Q4 2016Q2 202431
Symmetry Partners, LLC 31311.50%3.59%7.28%Q4 2016Q2 202431
Global Retirement Partners, LLC 20100.03%0.10%0.23%Q4 2016Q2 202430
CIBC WORLD MARKET INC. 2640.00%0.00%0.01%Q2 2015Q2 202430
Baker Avenue Asset Management, LP 1740.00%1.23%2.60%Q3 2013Q3 202330
Simplicity Solutions, LLC 2910.03%0.82%2.07%Q2 2016Q4 202330
RiverFront Investment Group, LLC 1560.48%2.01%5.30%Q2 2013Q2 202430
ETRADE Capital Management LLC 30300.02%0.04%0.07%Q2 2013Q3 202030
Harbour Capital Advisors, LLC 2310.10%0.34%0.72%Q2 2016Q2 202430
Merriman Wealth Management, LLC 2610.04%0.69%7.67%Q3 2013Q2 202430
THRIVENT FINANCIAL FOR LUTHERANS 2240.00%0.05%0.16%Q4 2016Q2 202430
Cetera Investment Advisers 30300.18%0.44%0.73%Q4 2016Q1 202430
Mariner, LLC 2810.00%0.09%0.42%Q3 2016Q2 202429
DUBUQUE BANK & TRUST CO 1640.00%1.60%4.15%Q1 2015Q3 202329
PALLADIUM PARTNERS LLC 29290.02%0.07%0.10%Q2 2013Q2 202029
Kingsview Wealth Management, LLC 29290.01%0.07%0.22%Q2 2017Q2 202429
Family Firm, Inc. 29290.11%0.14%0.21%Q2 2017Q2 202429
JANE STREET GROUP, LLC 1010.00%0.05%0.22%Q1 2014Q2 202429
DEUTSCHE BANK AG\ 2360.00%0.00%0.00%Q3 2013Q3 202329
Steward Partners Investment Advisory, LLC 2180.00%0.07%0.16%Q4 2016Q2 202429
PARK AVENUE SECURITIES LLC 1710.52%3.10%5.80%Q4 2014Q2 202428
WEALTHSOURCE PARTNERS, LLC 16120.07%1.31%3.57%Q1 2016Q4 202328
Accredited Investors Inc. 1410.08%2.52%6.78%Q4 2015Q2 202428
Arete Wealth Advisors, LLC 1910.06%0.64%1.42%Q4 2013Q2 202428
United Asset Strategies, Inc. 17110.08%0.33%0.55%Q2 2017Q2 202428
TD Capital Management LLC 28280.00%1.40%4.77%Q2 2013Q1 202028
CAPTRUST FINANCIAL ADVISORS 17110.00%0.05%0.25%Q2 2017Q2 202428
FRANKLIN RESOURCES INC 2170.00%0.00%0.04%Q4 2016Q2 202428
CONDOR CAPITAL MANAGEMENT 27270.17%0.34%0.78%Q2 2013Q4 201927
BALASA DINVERNO & FOLTZ LLC 1210.02%0.07%0.57%Q3 2013Q3 202227
ALLIANCEBERNSTEIN L.P. 27270.04%0.10%0.19%Q4 2017Q2 202427
Independence Bank of Kentucky 27270.00%0.06%0.40%Q4 2017Q2 202427
Front Row Advisors LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
Gradient Investments LLC 2610.00%0.00%0.01%Q3 2016Q2 202427
Valeo Financial Advisors, LLC 15120.00%0.02%0.07%Q3 2017Q2 202427
180 WEALTH ADVISORS, LLC 27270.72%1.00%1.71%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.07%0.15%Q2 2013Q4 201927
AdvisorNet Financial, Inc 27270.05%0.32%0.50%Q4 2017Q2 202427
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2310.06%1.43%2.63%Q4 2014Q2 202427
Larson Financial Group LLC 27270.18%2.97%9.31%Q4 2017Q2 202427
Global Trust Asset Management, LLC 27270.00%0.09%0.64%Q4 2017Q2 202427
CPWM, LLC 2510.02%0.18%0.29%Q4 2011Q3 202227
COMMONWEALTH EQUITY SERVICES, LLC 27270.03%0.09%0.17%Q4 2017Q2 202427
McIlrath & Eck, LLC 27270.00%0.01%0.03%Q4 2017Q2 202427
PrairieView Partners, LLC 27270.70%2.45%4.66%Q4 2017Q2 202427
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 26260.00%0.00%0.01%Q1 2018Q2 202426
Bryn Mawr Capital Management, LLC 26260.03%0.58%1.35%Q1 2018Q2 202426
Parkside Advisors LLC 26260.19%6.91%8.23%Q4 2013Q1 202026
Autus Asset Management, LLC 2510.04%0.09%0.14%Q2 2015Q4 202126
ATLAS CAPITAL ADVISORS LLC 26260.46%0.92%1.61%Q1 2018Q2 202426
REGIONS FINANCIAL CORP 910.00%0.00%0.01%Q1 2014Q2 202426
CREATIVE FINANCIAL DESIGNS INC /ADV 2410.00%0.11%0.29%Q2 2017Q2 202425
WHITTIER TRUST CO 25250.00%0.03%0.09%Q2 2018Q2 202425
FIRST MANHATTAN CO. LLC. 1910.00%0.00%0.00%Q3 2017Q1 202425
Ifrah Financial Services, Inc. 1510.17%1.35%3.72%Q3 2013Q2 202425
BALDWIN BROTHERS LLC/MA 1690.00%0.01%0.02%Q3 2016Q3 202325
Westside Investment Management, Inc. 1810.00%0.09%0.62%Q2 2017Q2 202425
CENTRAL TRUST Co 2110.00%0.02%0.05%Q4 2017Q2 202425
TELEMUS CAPITAL, LLC 920.02%0.11%0.26%Q3 2013Q4 202325
Versant Capital Management, Inc 25250.00%0.01%0.06%Q2 2018Q2 202425
Clearstead Advisors, LLC 2320.02%0.07%0.50%Q4 2016Q2 202425
D.A. DAVIDSON & CO. 1510.00%0.01%0.04%Q2 2013Q2 202425
BTC Capital Management, Inc. 820.07%0.17%0.82%Q1 2015Q3 202225
STEPHENS INC /AR/ 25250.01%0.02%0.07%Q2 2018Q2 202425
Baird Financial Group, Inc. 24240.00%0.15%0.27%Q3 2018Q2 202424
BESSEMER GROUP INC 1420.00%0.00%0.01%Q4 2015Q2 202424
Kistler-Tiffany Companies, LLC 1590.00%0.00%0.01%Q3 2016Q2 202324
Integrated Wealth Concepts LLC 2220.01%0.58%1.51%Q4 2017Q2 202424
Wakefield Asset Management LLLP 24241.90%4.79%7.31%Q3 2018Q2 202424
Pinnacle Bancorp, Inc. 2310.01%0.17%0.33%Q1 2017Q2 202424
BB&T SECURITIES, LLC 1680.00%0.05%0.19%Q2 2013Q3 201924
First Horizon Advisors, Inc. 1510.00%0.11%0.25%Q1 2017Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.42%0.89%Q3 2018Q2 202424
Narwhal Capital Management 24240.14%0.23%0.34%Q3 2013Q2 201924
Laurel Wealth Advisors, Inc. 1950.02%0.11%0.17%Q4 2015Q4 202224
Ausdal Financial Partners, Inc. 1230.03%0.39%0.84%Q4 2015Q1 202424
Nicholas Hoffman & Company, LLC. 23230.05%0.55%1.82%Q4 2018Q2 202423
WEDBUSH SECURITIES INC 1940.03%0.04%0.07%Q2 2017Q2 202423
STALEY CAPITAL ADVISERS INC 23230.23%0.38%0.57%Q4 2018Q2 202423
Wambolt & Associates, LLC 23230.18%0.80%1.34%Q4 2018Q2 202423
CRA Financial Services, LLC 23230.06%0.21%2.08%Q4 2018Q2 202423
VPR Management LLC 23230.05%0.23%0.71%Q4 2018Q2 202423
Avantax Planning Partners, Inc. 1110.01%0.14%0.40%Q4 2016Q2 202423
Legacy Bridge, LLC 23230.02%0.05%0.11%Q4 2018Q2 202423
MA Private Wealth 23230.11%1.12%5.51%Q4 2018Q2 202423
Waverly Advisors, LLC 23230.06%0.32%1.17%Q4 2018Q2 202423
Bogart Wealth, LLC 23230.00%0.00%0.01%Q4 2018Q2 202423
Stratos Wealth Partners, LTD. 1110.01%0.03%0.11%Q4 2016Q2 202423
Global Wealth Management Investment Advisory, Inc. 23230.23%1.01%1.76%Q4 2018Q2 202423
American Financial Advisors, LLC 23230.11%0.64%3.08%Q4 2018Q2 202423
Regal Investment Advisors LLC 13100.00%0.27%0.65%Q2 2013Q2 202423
Covenant Partners, LLC 23234.67%8.17%13.64%Q4 2018Q2 202423
NorthRock Partners, LLC 23230.03%0.75%3.09%Q4 2018Q2 202423
NOMURA HOLDINGS INC 23230.00%0.01%0.02%Q3 2013Q1 201923
WALLER FINANCIAL PLANNING GROUP, INC 23231.36%2.44%4.28%Q4 2018Q2 202423
FinTrust Capital Advisors, LLC 23230.01%0.11%0.28%Q4 2018Q2 202423
HL FINANCIAL SERVICES LLC 1850.01%0.04%0.13%Q2 2013Q1 201923
TOWNSQUARE CAPITAL LLC 23230.02%0.08%0.14%Q4 2018Q2 202423
OneDigital Investment Advisors LLC 960.00%0.44%1.89%Q2 2017Q2 202423
RAYMOND JAMES TRUST N.A. 1490.01%0.03%0.06%Q4 2016Q2 202423
BARCLAYS PLC 1010.00%0.00%0.01%Q2 2013Q2 202423
PRINCIPAL FINANCIAL GROUP INC 23230.00%0.00%0.01%Q4 2018Q2 202423
MOTCO 1110.00%0.00%0.01%Q2 2013Q2 202422
MONETA GROUP INVESTMENT ADVISORS LLC 2110.00%0.37%0.56%Q2 2018Q2 202422
MERCER GLOBAL ADVISORS INC /ADV 22220.01%0.09%0.20%Q1 2019Q2 202422
EP Wealth Advisors, LLC 1110.00%0.08%0.62%Q4 2014Q2 202422
PRUDENTIAL FINANCIAL INC 22220.00%0.02%0.04%Q1 2019Q2 202422
Pensionmark Financial Group, LLC 2110.13%0.39%1.08%Q4 2018Q2 202422
Capital Investment Advisory Services, LLC 1660.00%0.02%0.09%Q4 2018Q2 202422
Rinet Co LLC 1930.06%15.16%27.26%Q3 2015Q3 202122
Fragasso Financial Advisors Inc 2110.06%0.16%0.84%Q4 2018Q2 202422
Capital Asset Advisory Services LLC 1930.00%0.23%1.72%Q4 2016Q2 202422
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.19%0.34%Q2 2018Q3 202322
INTEGRATED CAPITAL MANAGEMENT, INC. 1754.57%5.18%6.08%Q4 2018Q2 202422
Disciplina Capital Management LLC 22220.00%0.55%1.84%Q1 2019Q2 202422
EXENCIAL WEALTH ADVISORS, LLC 11110.52%1.18%3.79%Q4 2018Q2 202422
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11100.00%0.00%0.00%Q2 2017Q2 202421
BOK Financial Private Wealth, Inc. 1830.04%1.14%2.40%Q4 2015Q2 202421
S. R. Schill & Associates 21212.08%4.19%5.63%Q4 2014Q4 201921
North Star Investment Management Corp. 21210.16%0.28%0.42%Q2 2019Q2 202421
OPPENHEIMER & CO INC 910.01%0.05%0.32%Q2 2013Q2 202421
ALERUS FINANCIAL NA 21210.04%0.06%0.08%Q3 2017Q3 202221
Rehmann Capital Advisory Group 1420.01%0.04%0.08%Q1 2018Q2 202421
Beacon Pointe Advisors, LLC 1560.04%0.37%0.81%Q4 2018Q2 202421
Focused Wealth Management, Inc 1050.00%0.00%0.01%Q3 2013Q4 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 1510.00%0.04%0.10%Q4 2015Q2 202421
WESBANCO BANK INC 1010.01%0.02%0.07%Q3 2016Q4 202221
IFG Advisory, LLC 20200.06%0.16%0.24%Q3 2019Q2 202420
Alera Investment Advisors, LLC 1820.03%0.28%0.57%Q4 2018Q2 202420
Rockefeller Capital Management L.P. 20200.00%0.04%0.10%Q3 2019Q2 202420
MANAGED ACCOUNT SERVICES INC 20200.81%2.45%4.56%Q4 2016Q3 202120
WealthShield Partners, LLC 1460.01%0.88%1.96%Q4 2017Q2 202420
SVA Wealth Management, LLC 20200.04%0.21%0.70%Q4 2013Q3 201820
SYM FINANCIAL Corp 1910.00%0.14%1.23%Q2 2018Q3 202320
Modera Wealth Management, LLC 1550.09%1.16%2.71%Q2 2013Q2 202420
People's United Financial, Inc. 20200.01%0.29%0.71%Q2 2017Q1 202220
MIDDLETON & CO INC/MA 20200.03%0.04%0.06%Q3 2017Q2 202220
Hapanowicz & Associates Financial Services, Inc 20206.33%8.41%11.30%Q4 2016Q3 202120
First Allied Advisory Services, Inc. 1370.01%0.02%0.08%Q1 2015Q3 202020
BARTLETT & CO. WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q1 2018Q2 202420
WealthPLAN Partners, LLC 710.00%0.22%0.99%Q3 2016Q2 202420
MISSION WEALTH MANAGEMENT, LP 20200.01%0.02%0.05%Q3 2019Q2 202420
American Portfolios Advisors 20200.01%0.14%0.38%Q4 2017Q3 202220
DENVER INVESTMENT ADVISORS LLC 20200.01%0.02%0.05%Q2 2013Q1 201820
SEGALL BRYANT & HAMILL, LLC 1460.00%0.01%0.01%Q2 2018Q2 202320
Aptus Capital Advisors, LLC 20200.00%0.01%0.10%Q3 2019Q2 202420
Ironwood Financial, llc 1640.01%0.02%0.04%Q4 2014Q4 201920
Jolley Asset Management, LLC 20200.23%0.30%0.37%Q4 2013Q3 201820
Allworth Financial LP 1910.00%0.02%0.09%Q1 2017Q2 202420
RNC CAPITAL MANAGEMENT LLC 1910.02%0.04%0.10%Q4 2015Q2 202320
Avion Wealth 20200.00%0.05%0.39%Q3 2019Q2 202420
Diversified Trust Co 20200.46%4.05%10.35%Q4 2016Q3 202120
Disciplined Investments, LLC 19190.60%1.33%2.08%Q4 2019Q2 202419
ASSOCIATED BANC-CORP 19190.01%0.13%0.33%Q4 2019Q2 202419
Hudock, Inc. 820.00%0.01%0.02%Q2 2013Q3 202219
Choate Investment Advisors 1110.00%0.02%0.03%Q2 2013Q1 202219
MATRIX PRIVATE CAPITAL GROUP LLC 19190.04%0.05%0.08%Q4 2019Q2 202419
Financial Engines Advisors L.L.C. 19190.00%0.00%0.02%Q4 2019Q2 202419
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.09%0.20%Q4 2019Q2 202419
Wealth Alliance 19190.53%1.34%2.02%Q4 2019Q2 202419
Key FInancial Inc 19190.14%0.53%1.44%Q4 2019Q2 202419
Cassaday & Co Inc. 1810.01%0.59%4.72%Q2 2015Q4 202119
Dynamic Advisor Solutions LLC 840.02%0.04%0.08%Q2 2018Q2 202419
Prospera Financial Services Inc 1360.01%0.05%0.09%Q3 2019Q2 202419
Perigon Wealth Management, LLC 1810.02%0.26%0.48%Q3 2011Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Samalin Investment Counsel, LLC 19190.24%0.31%0.38%Q4 2019Q2 202419
HighMark Wealth Management LLC 19190.03%10.78%12.84%Q4 2019Q2 202419
Unison Advisors LLC 19190.20%1.56%3.19%Q4 2017Q2 202219
TD PRIVATE CLIENT WEALTH LLC 19190.03%0.05%0.12%Q4 2019Q2 202419
BDO Wealth Advisors, LLC 19190.02%0.16%0.49%Q4 2018Q2 202319
Ullmann Wealth Partners Group, LLC 19190.10%1.60%5.02%Q4 2016Q2 202119
Private Ocean, LLC 1450.02%0.05%0.16%Q4 2013Q2 202419
BALLAST ADVISORS LLC 19190.01%0.04%0.11%Q4 2019Q2 202419
Steigerwald, Gordon & Koch Inc. 18180.77%1.84%2.42%Q1 2012Q2 201618
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q4 2014Q2 202418
SIGNATUREFD, LLC 1510.00%0.00%0.00%Q4 2018Q2 202418
Rosenberg Matthew Hamilton 18180.04%0.22%0.98%Q1 2020Q2 202418
NEXT Financial Group, Inc 660.00%0.07%0.42%Q3 2014Q4 202118
OSAIC HOLDINGS, INC. 18180.01%0.32%0.56%Q1 2020Q2 202418
RDA Financial Network 1410.08%0.86%1.47%Q1 2019Q2 202418
Stone House Investment Management, LLC 1351.48%4.06%6.28%Q4 2016Q2 202418
Powell Investment Advisors, LLC 18180.02%0.04%0.29%Q1 2020Q2 202418
Sowell Financial Services LLC 1080.00%0.08%0.20%Q3 2019Q2 202418
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2013Q4 202318
N.E.W. Advisory Services LLC 1710.82%1.94%2.80%Q4 2019Q2 202418
ASHFORD CAPITAL MANAGEMENT INC 18180.04%1.22%2.91%Q2 2013Q3 201718
Center for Financial Planning, Inc. 18180.06%0.10%0.22%Q1 2020Q2 202418
TSFG, LLC 18180.02%0.03%0.04%Q1 2020Q2 202418
CHEMICAL BANK 18180.03%0.07%0.13%Q1 2015Q2 201918
Madden Advisory Services, Inc. 18180.25%0.30%0.58%Q1 2020Q2 202418
Tranquility Partners, LLC 18180.16%0.22%0.32%Q1 2020Q2 202418
Equitable Holdings, Inc. 18180.02%0.10%0.20%Q1 2020Q2 202418
PITCAIRN CO 1710.06%0.43%4.48%Q4 2018Q2 202418
Transamerica Financial Advisors, Inc. 1110.00%0.02%0.20%Q3 2013Q3 202218
MARINO, STRAM & ASSOCIATES LLC 1260.04%0.07%0.10%Q4 2017Q2 202418
TOBIAS FINANCIAL ADVISORS, INC. 1080.23%0.40%1.06%Q4 2019Q2 202418
Independence Advisors, LLC 18181.86%2.73%4.19%Q2 2016Q3 202018
Commonwealth Equity Services, Inc 18180.02%0.03%0.05%Q2 2013Q3 201718
Citadel Advisors 510.00%0.00%0.01%Q2 2016Q2 202418
Wilshire Advisors LLC 18181.65%6.25%9.96%Q3 2017Q4 202118
WFG Advisors, LP 17170.00%0.11%0.54%Q2 2013Q2 201717
JNBA Financial Advisors 1520.00%0.01%0.03%Q4 2018Q2 202417
ALTFEST L J & CO INC 1610.11%0.22%1.58%Q1 2017Q2 202417
DROMS STRAUSS ADVISORS INC /MO/ /ADV 1070.12%0.23%0.72%Q1 2020Q2 202417
Apella Capital, LLC 1250.48%1.37%2.83%Q1 2020Q2 202417
Northwest Bancshares, Inc. 17170.06%0.13%0.21%Q2 2020Q2 202417
CVA Family Office, LLC 1430.00%0.01%0.01%Q1 2020Q2 202417
LEAVELL INVESTMENT MANAGEMENT, INC. 1160.02%0.03%0.05%Q2 2017Q1 202217
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 17170.16%0.41%0.75%Q4 2019Q4 202317
WASHINGTON TRUST BANK 610.01%0.14%0.56%Q4 2014Q2 202417
Csenge Advisory Group 1510.03%0.17%0.32%Q4 2019Q2 202417
Mount Yale Investment Advisors, LLC 1430.01%0.35%0.69%Q1 2018Q2 202417
StrategIQ Financial Group, LLC 17170.25%1.25%1.90%Q4 2019Q4 202317
Continuum Advisory, LLC 1310.03%0.13%0.21%Q2 2017Q2 202417
Financial Synergies Wealth Advisors, Inc. 17172.84%5.63%6.89%Q2 2020Q2 202417
Baystate Wealth Management LLC 1250.00%0.12%0.32%Q4 2017Q4 202317
BCS Wealth Management 1430.08%0.13%0.26%Q4 2019Q1 202417
IHT Wealth Management, LLC 840.00%0.03%0.07%Q4 2016Q2 202417
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 730.02%0.05%0.29%Q2 2015Q2 202417
SRS Capital Advisors, Inc. 810.00%0.01%0.02%Q4 2016Q2 202417
BREWIN DOLPHIN LTD 17170.00%0.01%0.01%Q3 2017Q3 202117
Steinberg Global Asset Management 17170.05%0.20%0.35%Q1 2015Q1 201917
Financial Advocates Investment Management 1210.02%0.08%0.16%Q4 2017Q2 202417
Sigma Planning Corp 1430.02%0.16%0.81%Q1 2017Q2 202417
GREENWOOD CAPITAL ASSOCIATES LLC 1610.05%0.41%1.09%Q4 2019Q1 202417
Kovack Advisors, Inc. 1430.03%0.06%0.09%Q4 2017Q2 202417
Kestra Advisory Services, LLC 16160.02%0.24%0.40%Q3 2020Q2 202416
Summit Financial Strategies, Inc. 16160.33%2.89%6.63%Q3 2020Q2 202416
VOYA INVESTMENT MANAGEMENT LLC 1420.01%0.03%0.14%Q4 2019Q2 202416
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1150.00%0.01%0.04%Q3 2017Q1 202216
Cypress Wealth Services, LLC 1420.09%1.59%2.74%Q4 2017Q2 202416
Orion Portfolio Solutions, LLC 1120.01%0.14%0.37%Q4 2019Q2 202416
OPTIMUM INVESTMENT ADVISORS 16160.00%0.01%0.01%Q3 2020Q2 202416
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.04%0.38%0.88%Q4 2018Q2 202416
Financial Perspectives, Inc 16160.00%0.26%0.52%Q3 2020Q2 202416
LS Investment Advisors, LLC 16160.00%0.01%0.01%Q2 2018Q1 202216
Retirement Group, LLC 16160.00%0.05%0.19%Q2 2020Q1 202416
Total Wealth Planning, LLC 1060.06%0.09%0.13%Q2 2020Q2 202416
Bernicke Wealth Management, Ltd. 16160.33%0.80%2.41%Q4 2014Q3 201816
Fund Evaluation Group, LLC 16160.17%0.32%0.43%Q2 2020Q1 202416
PBMares Wealth Management LLC 15150.08%0.23%0.59%Q4 2020Q2 202415
Johnson Financial Group, Inc. 1410.00%0.62%2.31%Q3 2014Q2 202415
Clear Creek Financial Management, LLC 960.03%0.57%2.91%Q2 2019Q2 202415
COLLECTIVE FAMILY OFFICE LLC 15150.87%1.17%1.45%Q4 2020Q2 202415
Physician Wealth Advisors, Inc. 15151.06%2.36%3.07%Q4 2020Q2 202415
MSI Financial Services Inc 15150.01%0.03%0.05%Q2 2013Q4 201615
Mascoma Wealth Management LLC 1210.00%0.00%0.01%Q2 2017Q2 202415
USCA RIA LLC 1140.02%0.06%0.10%Q2 2017Q2 202115
Windward Private Wealth Management Inc. 15150.62%0.74%0.89%Q4 2020Q2 202415
Latitude Advisors, LLC 15150.24%0.46%0.64%Q4 2020Q2 202415
Foster Group, Inc. 15150.02%0.09%0.24%Q4 2020Q2 202415
Sterling Capital Management LLC 1410.00%0.02%0.03%Q1 2013Q3 201915
Cornerstone Wealth Management, LLC 720.03%0.05%0.07%Q2 2018Q2 202415
Patten Group, Inc. 1210.01%0.16%0.36%Q2 2017Q2 202415
1st Global Advisors, Inc. 15150.56%0.76%0.96%Q2 2013Q4 201615
Evercore Wealth Management, LLC 1210.00%0.01%0.01%Q3 2014Q3 201815
COREPATH WEALTH PARTNERS LLC 15154.37%5.74%6.33%Q4 2020Q2 202415
SOA Wealth Advisors, LLC. 15150.05%0.16%0.33%Q4 2020Q2 202415
Hanlon Investment Management, Inc. 1410.05%0.24%0.38%Q2 2019Q2 202415
AMG National Trust Bank 15150.01%0.07%0.10%Q4 2020Q2 202415
Essex Savings Bank 15150.09%0.14%0.18%Q4 2020Q2 202415
Strategic Blueprint, LLC 1410.05%1.43%2.04%Q3 2019Q2 202415
MGO ONE SEVEN LLC 720.03%0.12%0.39%Q4 2017Q2 202415
Vontobel Holding Ltd. 15150.00%0.01%0.01%Q4 2020Q2 202415
SAX WEALTH ADVISORS, LLC 15150.22%0.65%1.39%Q4 2020Q2 202415
Advisor Group, Inc. 15150.01%0.04%0.09%Q2 2016Q4 201915
LexAurum Advisors, LLC 1410.14%0.26%0.37%Q1 2020Q2 202415
Fountainhead AM, LLC 15151.96%3.23%5.25%Q4 2020Q2 202415
McLean Asset Management Corp 15152.85%4.74%9.41%Q4 2020Q2 202415
Source Financial Advisors LLC 15150.28%0.59%1.15%Q4 2020Q2 202415
Concorde Asset Management, LLC 1410.32%1.70%3.42%Q3 2017Q2 202415
Stegner Investment Associates Inc. 870.83%1.86%2.83%Q3 2020Q2 202415
TRUE Private Wealth Advisors 1410.00%0.19%0.32%Q3 2018Q2 202415
Polaris Wealth Advisory Group, LLC 710.00%0.18%0.31%Q4 2013Q3 202315
Anchor Investment Management, LLC 15150.01%0.01%0.01%Q3 2020Q1 202415
Prosperity Planning, Inc. 15150.11%0.25%0.48%Q4 2020Q2 202415
Horst & Graben Wealth Management LLC 14141.89%3.71%4.86%Q1 2021Q2 202414
Marcum Wealth, LLC 14140.08%0.10%0.12%Q1 2021Q2 202414
OLD MISSION CAPITAL LLC 310.03%0.23%0.78%Q1 2015Q2 202414
Brookstone Capital Management 14140.07%0.17%0.36%Q1 2021Q2 202414
OAK FAMILY ADVISORS, LLC 860.07%0.12%0.16%Q4 2020Q2 202414
Clark Capital Management Group, Inc. 1130.01%0.04%0.12%Q4 2019Q4 202314
Global Financial Private Client, LLC 14140.05%0.45%0.98%Q1 2021Q2 202414
Spire Wealth Management 14140.15%0.27%0.34%Q1 2021Q2 202414
FLPUTNAM INVESTMENT MANAGEMENT CO 1130.01%0.02%0.04%Q2 2020Q2 202414
SOUNDMARK WEALTH MANAGEMENT, LLC 14140.42%0.61%0.84%Q4 2020Q1 202414
GYL FINANCIAL SYNERGIES, LLC 14140.03%0.06%0.12%Q1 2021Q2 202414
HC FINANCIAL ADVISORS INC 14140.02%0.53%1.59%Q1 2019Q2 202214
Jackson Hole Capital Partners, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 14140.03%0.04%0.05%Q1 2021Q2 202414
Pettinga Financial Advisors LLC 14141.78%5.20%6.59%Q1 2021Q2 202414
TUCKER ASSET MANAGEMENT LLC 14140.00%0.01%0.02%Q1 2021Q2 202414
1ST SOURCE BANK 14140.43%0.93%1.17%Q1 2021Q2 202414
Waldron Private Wealth LLC 860.01%0.25%0.60%Q4 2016Q2 202414
DAVENPORT & Co LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
BAKER TILLY WEALTH MANAGEMENT, LLC 14140.09%0.20%0.33%Q1 2021Q2 202414
Beacon Financial Advisory LLC 14140.15%0.35%0.52%Q1 2021Q2 202414
Hobart Private Capital, LLC 14140.11%3.22%6.68%Q1 2021Q2 202414
Concord Wealth Partners 770.00%0.02%0.04%Q4 2020Q2 202414
FARMERS & MERCHANTS INVESTMENTS INC 1210.00%0.01%0.01%Q2 2014Q2 202414
Bray Capital Advisors 14140.00%0.00%0.00%Q1 2021Q2 202414
Van Hulzen Asset Management, LLC 14140.46%0.96%1.80%Q1 2021Q2 202414
Lantz Financial LLC 14140.16%0.96%1.33%Q1 2021Q2 202414
Mutual Advisors, LLC 14140.07%0.16%0.34%Q1 2021Q2 202414
Sharkey, Howes & Javer 14141.79%4.07%5.25%Q1 2021Q2 202414
Sage Mountain Advisors LLC 14140.02%0.04%0.06%Q1 2021Q2 202414
SteelPeak Wealth, LLC 14140.36%0.97%1.36%Q1 2021Q2 202414
Austin Private Wealth, LLC 14141.53%2.62%3.83%Q1 2021Q2 202414
BBVA USA Bancshares, Inc. 14140.03%0.10%0.14%Q4 2017Q1 202114
One Wealth Advisors, LLC 14141.44%2.37%3.51%Q1 2021Q2 202414
PAX Financial Group, LLC 14140.85%3.10%5.18%Q1 2021Q2 202414
Cooper Financial Group 14140.16%1.30%4.50%Q1 2021Q2 202414
Robertson Stephens Wealth Management, LLC 14140.11%0.22%0.46%Q1 2021Q2 202414
CreativeOne Wealth, LLC 14140.02%0.30%1.58%Q1 2021Q2 202414
CLIENT 1ST ADVISORY GROUP, LLC 14141.44%4.13%5.29%Q1 2021Q2 202414
TWO SIGMA SECURITIES, LLC 310.00%0.07%0.74%Q3 2015Q2 202414
Laurel Wealth Advisors LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Keebeck Wealth Management, LLC 14140.46%1.11%2.25%Q1 2021Q2 202414
CENTAURUS FINANCIAL, INC. 1310.00%0.13%0.21%Q2 2018Q1 202414
Avidian Wealth Solutions, LLC 14140.06%0.22%0.63%Q1 2021Q2 202414
RFG Advisory, LLC 14140.17%0.51%0.85%Q1 2021Q2 202414
ALPS ADVISORS INC 14140.11%0.14%0.19%Q3 2016Q4 201914
High Falls Advisors, Inc 14142.20%5.19%6.66%Q1 2021Q2 202414
Aspire Private Capital, LLC 14140.01%0.30%0.42%Q1 2021Q2 202414
HARBOR INVESTMENT ADVISORY, LLC 1220.00%0.00%0.01%Q1 2020Q2 202414
Ancora Advisors LLC 14140.01%0.03%0.09%Q1 2021Q2 202414
Crestone Asset Management LLC 14140.06%3.54%6.36%Q4 2020Q1 202414
Trek Financial, LLC 14140.29%0.60%0.93%Q1 2021Q2 202414
TRANSCEND CAPITAL ADVISORS, LLC 14140.09%0.21%0.36%Q1 2021Q2 202414
Private Capital Group, LLC 710.00%0.13%0.38%Q4 2017Q2 202214
GeoWealth Management, LLC 1310.05%0.19%0.33%Q4 2020Q2 202414
Invst, LLC 14141.00%2.59%6.04%Q1 2021Q2 202414
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14140.15%0.43%0.78%Q1 2016Q2 201914
Snowden Capital Advisors LLC 14140.12%0.24%0.30%Q1 2021Q2 202414
Fortis Advisors, LLC 14140.04%0.06%0.09%Q1 2021Q2 202414
Falcon Wealth Planning 14140.08%0.18%0.29%Q1 2021Q2 202414
FIFTH THIRD SECURITIES, INC. 1220.04%0.16%1.35%Q1 2016Q2 202414
Belpointe Asset Management LLC 1210.02%0.11%0.17%Q3 2018Q4 202314
Foundations Investment Advisors, LLC 14140.70%1.13%1.58%Q1 2021Q2 202414
ROPES WEALTH ADVISORS LLC 14140.10%0.14%0.16%Q2 2016Q3 201914
Copperleaf Capital, LLC 14141.74%2.70%3.38%Q1 2021Q2 202414
LIBERTY WEALTH MANAGEMENT LLC 860.54%2.31%4.69%Q4 2020Q2 202414
CULLEN/FROST BANKERS, INC. 1220.00%0.00%0.00%Q2 2019Q3 202314
NewEdge Advisors, LLC 14140.18%0.57%0.88%Q1 2021Q2 202414
CONNABLE OFFICE INC 14141.12%2.53%4.66%Q1 2021Q2 202414
LOGAN CAPITAL MANAGEMENT INC 14140.00%0.00%0.01%Q1 2021Q2 202414
Krilogy Financial LLC 810.00%0.04%0.23%Q1 2016Q2 202414
Southern Wealth Management, LLP 14140.25%2.51%4.55%Q4 2019Q1 202314
Bay Harbor Wealth Management, LLC 14141.01%2.47%3.14%Q1 2021Q2 202414
Campion Asset Management 14140.28%0.82%1.10%Q1 2021Q2 202414
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.02%Q4 2018Q3 202214
Tradition Wealth Management, LLC 14140.19%0.49%0.72%Q1 2021Q2 202414
Stratos Wealth Advisors, LLC 14140.10%0.29%0.56%Q1 2021Q2 202414
Summit X, LLC 14140.97%1.77%3.47%Q1 2021Q2 202414
CARY STREET PARTNERS ASSET MANAGEMENT LLC 1130.96%1.87%3.69%Q4 2020Q2 202414
CAHILL FINANCIAL ADVISORS INC 14140.09%1.66%2.30%Q1 2021Q2 202414
Narus Financial Partners, LLC 1010.24%0.84%1.24%Q2 2019Q2 202414
Clearview Wealth Advisors LLC 14140.86%2.37%4.11%Q1 2021Q2 202414
Lineweaver Wealth Advisors, LLC 14142.32%3.59%5.33%Q1 2021Q2 202414
Kelly Financial Services LLC 14140.42%4.31%6.75%Q1 2021Q2 202414
SigFig Wealth Management, LLC 14140.10%0.22%0.32%Q1 2021Q2 202414
TrueWealth Advisors, LLC 14140.11%0.21%0.36%Q1 2021Q2 202414
ONE Advisory Partners, LLC 14141.91%5.85%7.83%Q1 2021Q2 202414
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.00%Q3 2014Q2 202114
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14140.61%2.20%6.80%Q1 2021Q2 202414
SWMG, LLC 861.45%4.94%7.48%Q4 2020Q2 202414
Veracity Capital LLC 13130.09%0.26%0.37%Q1 2021Q1 202413
Ratio Wealth Group 944.85%6.45%8.45%Q4 2020Q1 202413
Sound Income Strategies, LLC 13130.01%0.03%0.07%Q2 2021Q2 202413
Pinnacle Family Advisors, LLC 1030.20%0.28%0.40%Q1 2021Q2 202413
Newbridge Financial Services Group, Inc. 13130.00%0.05%0.08%Q1 2021Q1 202413
Faithward Advisors, LLC 630.00%0.02%0.03%Q4 2019Q4 202313
3D ASSET MANAGEMENT, INC 1210.05%0.10%0.16%Q2 2013Q3 201613
Aveo Capital Partners, LLC 13130.06%0.36%0.88%Q2 2021Q2 202413
Intelligence Driven Advisers, LLC 13130.04%2.26%6.95%Q2 2021Q2 202413
Dorsey & Whitney Trust CO LLC 820.12%0.28%0.40%Q1 2018Q2 202413
SkyView Investment Advisors, LLC 1210.00%0.38%0.76%Q4 2020Q2 202413
EQ LLC 1033.21%5.20%7.08%Q1 2021Q2 202413
Marks Group Wealth Management, Inc 13130.14%0.75%1.07%Q2 2021Q2 202413
6 Meridian 13130.40%0.50%0.63%Q4 2017Q4 202013
GREAT VALLEY ADVISOR GROUP, INC. 13130.03%0.06%0.11%Q2 2021Q2 202413
MCMORGAN & CO LLC 13134.23%6.16%10.12%Q2 2021Q2 202413
Integrated Advisors Network LLC 13130.02%0.03%0.11%Q2 2021Q2 202413
Spectrum Planning & Advisory Services Inc. 1212.32%5.19%8.27%Q1 2021Q2 202413
Quadrant Private Wealth Management, LLC 760.20%0.48%0.78%Q1 2021Q2 202413
BRIGHTON JONES LLC 760.03%0.05%0.06%Q3 2013Q3 201913
RHS Financial, LLC 13130.22%0.39%0.63%Q2 2021Q2 202413
First Heartland Consultants, Inc. 940.03%0.08%0.12%Q1 2021Q2 202413
Plante Moran Financial Advisors, LLC 1010.00%0.04%0.20%Q2 2013Q2 202413
Relaxing Retirement Coach 13130.76%3.17%4.82%Q4 2017Q4 202013
Hill Investment Group Partners, LLC 13130.14%0.61%1.37%Q2 2021Q2 202413
Tacita Capital Inc 13130.00%0.05%0.37%Q4 2020Q4 202313
Northwest Capital Management Inc 13131.54%4.94%7.92%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.06%0.15%0.25%Q1 2021Q2 202413
Summit Trail Advisors, LLC 1210.02%0.26%0.51%Q1 2020Q2 202413
Venturi Wealth Management, LLC 1030.05%0.21%0.32%Q1 2021Q2 202413
GPS Wealth Strategies Group, LLC 760.00%0.00%0.01%Q1 2021Q2 202413
Focus Financial Network, Inc. 1120.04%0.43%0.91%Q1 2021Q2 202413
FIRETHORN WEALTH PARTNERS, LLC 1121.49%3.36%4.59%Q1 2021Q2 202413
Sunbelt Securities, Inc. 850.04%0.25%0.94%Q4 2018Q2 202413
Beirne Wealth Consulting Services, LLC 13130.34%1.46%2.75%Q2 2021Q2 202413
Perennial Investment Advisors, LLC 1030.03%0.13%0.20%Q1 2021Q2 202413
Day & Ennis, LLC 1210.02%2.29%2.88%Q2 2017Q4 202313
NWAM LLC 13130.07%0.34%0.56%Q1 2021Q1 202413
Founders Financial Alliance, LLC 13130.03%0.06%0.09%Q1 2021Q1 202413
EPG Wealth Management LLC 820.00%0.02%0.03%Q4 2019Q2 202413
Lutz Financial Services LLC 1010.02%0.81%1.25%Q4 2017Q2 202413
SUNTRUST BANKS INC 12120.00%0.05%0.09%Q4 2016Q3 201912
PEAPACK GLADSTONE FINANCIAL CORP 710.00%0.01%0.03%Q1 2020Q2 202412
WADE G W & INC 12120.01%0.05%0.11%Q1 2021Q4 202312
Truadvice, LLC 12120.54%1.46%2.82%Q4 2020Q3 202312
Elm Partners Management LLC 1110.01%0.39%1.59%Q4 2018Q1 202212
Drexel Morgan & Co. 610.07%0.22%0.37%Q4 2016Q2 202112
Mayflower Financial Advisors, LLC 12120.04%0.40%0.66%Q3 2021Q2 202412
Williams Financial, LLC 12123.17%4.36%7.01%Q1 2021Q4 202312
Sage Advisory Services, Ltd.Co. 712.80%4.08%5.73%Q2 2014Q4 202112
Sandy Spring Bank 510.00%0.00%0.01%Q1 2016Q2 202412
Lloyd Advisory Services, LLC. 1010.13%0.16%0.22%Q4 2019Q2 202412
Western Wealth Management, LLC 1110.02%0.05%0.13%Q2 2021Q2 202412
PFG Advisors 840.07%0.25%0.32%Q1 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
TNF LLC 12122.87%4.70%5.81%Q3 2021Q2 202412
TOMPKINS FINANCIAL CORP 12120.00%0.00%0.00%Q3 2021Q2 202412
First Citizens Financial Corp 750.23%0.41%0.51%Q2 2021Q2 202412
True Link Financial Advisors, LLC 12120.02%0.11%0.55%Q1 2021Q4 202312
U.S. Capital Wealth Advisors, LLC 12120.02%0.11%0.24%Q3 2021Q2 202412
Cerity Partners LLC 1110.00%0.02%0.04%Q4 2020Q2 202412
Icon Wealth Partners, LLC 930.21%1.89%3.34%Q2 2020Q3 202312
Community Bank, N.A. 750.00%0.24%0.60%Q1 2017Q3 202312
Squarepoint Ops LLC 720.00%0.01%0.01%Q1 2021Q2 202412
Alhambra Investment Management LLC 12120.84%1.13%1.33%Q1 2021Q4 202312
JOHNSON INVESTMENT COUNSEL INC 12120.00%0.06%0.09%Q3 2021Q2 202412
JOYN Advisors, Inc. 530.01%0.29%1.10%Q2 2013Q3 201812
Tanglewood Wealth Management, Inc. 1020.06%1.34%6.27%Q3 2019Q2 202412
STRATEGY ASSET MANAGERS LLC 1020.05%0.09%0.24%Q2 2021Q2 202412
Hoxton Financial, Inc. 12120.08%0.19%0.30%Q2 2013Q1 201612
JFS WEALTH ADVISORS, LLC 12120.00%0.00%0.01%Q3 2021Q2 202412
Prime Capital Investment Advisors, LLC 710.01%0.03%0.18%Q2 2018Q2 202412
Graves Light Lenhart Wealth, Inc. 840.02%0.15%0.46%Q2 2019Q3 202212
FIRST INTERSTATE BANK 1110.00%0.02%0.03%Q1 2016Q4 201912
Financial Gravity Asset Management, Inc. 630.01%0.03%0.09%Q1 2018Q2 202412
JB Capital LLC 12121.97%4.93%6.74%Q3 2021Q2 202412
COMERICA SECURITIES,INC. 1110.03%0.69%0.92%Q3 2019Q3 202312
Dentgroup LLC 11110.33%0.55%0.89%Q4 2021Q2 202411
FSC Wealth Advisors, LLC 11110.00%0.10%0.41%Q4 2021Q2 202411
RTD Financial Advisors, Inc. 11110.91%1.10%1.24%Q4 2021Q2 202411
Midwest Heritage Bank, FSB 11110.38%0.82%1.40%Q4 2021Q2 202411
Simmons Bank 740.02%0.03%0.04%Q3 2021Q2 202411
OLIVER LAGORE VANVALIN INVESTMENT GROUP 11110.08%0.35%0.64%Q4 2021Q2 202411
ALTERNA WEALTH MANAGEMENT, INC 11110.40%0.67%1.19%Q4 2021Q2 202411
H&H Retirement Design & Management INC 11110.19%1.51%3.37%Q4 2021Q2 202411
Security Financial Services, INC. 11111.29%2.92%5.11%Q4 2021Q2 202411
McClarren Financial Advisors, Inc. 830.00%0.00%0.00%Q3 2021Q2 202411
Raleigh Capital Management Inc. 11110.07%0.65%1.16%Q4 2021Q2 202411
DOPKINS WEALTH MANAGEMENT, LLC 11110.18%0.28%0.35%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.01%0.03%0.05%Q4 2021Q2 202411
Apollon Wealth Management, LLC 11110.05%0.20%0.40%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.15%0.32%0.62%Q4 2021Q2 202411
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q4 2016Q3 202011
Quent Capital, LLC 11110.96%1.24%1.39%Q4 2021Q2 202411
Trilogy Capital Inc. 650.02%0.02%0.03%Q1 2021Q4 202311
Aspire Wealth Management Corp 11110.30%0.76%0.99%Q4 2021Q2 202411
TCWP LLC 11110.31%1.32%2.55%Q4 2021Q2 202411
Keystone Financial Services 11112.41%5.85%7.54%Q4 2021Q2 202411
Vestmark Advisory Solutions, Inc. 11110.03%0.09%0.11%Q4 2020Q2 202311
Beaird Harris Wealth Management, LLC 11110.03%0.11%0.29%Q4 2021Q2 202411
Magnus Financial Group LLC 520.02%0.36%1.14%Q4 2018Q2 202411
West Wealth Group, LLC 11113.56%6.81%8.54%Q4 2021Q2 202411
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.02%0.10%Q2 2018Q1 202411
Archford Capital Strategies, LLC 920.00%0.03%0.08%Q1 2015Q2 201811
W ADVISORS, LLC 11111.45%1.81%2.30%Q4 2021Q2 202411
Allianz Asset Management GmbH 920.00%0.00%0.00%Q3 2019Q2 202211
PATHSTONE FAMILY OFFICE, LLC 510.01%0.19%0.46%Q1 2017Q3 202311
CARDIFF PARK ADVISORS, LLC 11110.02%0.02%0.03%Q4 2021Q2 202411
Visionary Wealth Advisors 11110.02%0.05%0.09%Q4 2021Q2 202411
Fortress Wealth Management, Inc. 11110.72%2.04%4.38%Q4 2021Q2 202411
Sovereign Financial Group, Inc. 11110.21%0.38%0.62%Q4 2021Q2 202411
Stonebridge Capital Advisors LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Apeiron RIA LLC 11110.26%2.09%3.20%Q4 2021Q2 202411
ABSOLUTE CAPITAL MANAGEMENT, LLC 11110.24%0.59%0.95%Q4 2021Q2 202411
Advocacy Wealth Management Services, LLC 610.00%0.51%2.60%Q4 2016Q2 202411
Revolve Wealth Partners, LLC 11110.20%0.28%0.34%Q4 2021Q2 202411
TD Waterhouse Canada Inc. 11110.00%0.00%0.01%Q4 2021Q2 202411
BlackDiamond Wealth Management, LLC 11110.32%1.49%2.41%Q4 2021Q2 202411
CREDIT SUISSE AG/ 510.00%0.01%0.03%Q4 2014Q4 202311
QUADRANT CAPITAL GROUP LLC 510.00%0.04%0.10%Q2 2015Q2 202411
Forum Financial Management, LP 11110.01%0.01%0.02%Q4 2021Q2 202411
MARIPAU WEALTH MANAGEMENT LLC 11111.14%3.03%4.47%Q4 2021Q2 202411
MKT Advisors LLC 11110.12%0.18%0.27%Q4 2021Q2 202411
J.W. COLE ADVISORS, INC. 11110.02%0.02%0.03%Q4 2021Q2 202411
Meridian Wealth Management, LLC 1010.01%0.04%0.09%Q2 2019Q1 202411
ADE, LLC 740.01%1.28%2.08%Q4 2020Q2 202411
SHUFRO ROSE & CO LLC 11110.02%0.11%0.20%Q4 2021Q2 202411
Index Fund Advisors, Inc. 11110.02%0.02%0.04%Q4 2021Q2 202411
KB FINANCIAL PARTNERS, LLC 11110.14%0.36%0.49%Q1 2021Q3 202311
FLC Capital Advisors 11110.24%1.62%2.64%Q1 2021Q3 202311
Well Done, LLC 650.06%0.29%0.94%Q4 2018Q2 202411
SUTTON PLACE INVESTORS LLC 11110.63%1.15%1.76%Q4 2021Q2 202411
Abound Wealth Management 11110.01%0.01%0.05%Q4 2021Q2 202411
TRUEWEALTH LLC 11110.08%0.13%0.17%Q4 2017Q2 202011
BROWN, LISLE/CUMMINGS, INC. 11110.00%0.00%0.01%Q4 2021Q2 202411
Ascent Group, LLC 11110.11%0.23%0.34%Q4 2021Q2 202411
MARYLAND CAPITAL ADVISORS INC. 11112.40%3.55%4.17%Q4 2021Q2 202411
Long Run Wealth Advisors, LLC 11112.96%3.26%3.61%Q4 2021Q2 202411
Chicago Partners Investment Group LLC 740.00%0.04%0.09%Q2 2017Q1 202211
Addison Advisors LLC 740.00%0.01%0.03%Q2 2021Q2 202411
Koshinski Asset Management, Inc. 830.05%0.11%0.24%Q4 2016Q2 202011
Keystone Wealth Services, LLC 11110.21%0.82%1.22%Q4 2021Q2 202411
Ashton Thomas Private Wealth, LLC 1010.02%0.04%0.14%Q4 2020Q2 202411
Red Tortoise LLC 740.22%0.23%0.27%Q3 2021Q2 202411
WARNER FINANCIAL, INC 11110.50%0.83%1.06%Q4 2021Q2 202411
Capital Directions Investment Advisors, LLC 610.00%0.02%0.04%Q1 2017Q1 202211
Townsend & Associates, Inc 740.01%2.00%4.47%Q4 2017Q2 202411
SELDON CAPITAL LP 11110.78%1.34%2.40%Q4 2021Q2 202411
Angeles Investment Advisors, LLC 1010.02%1.35%6.40%Q4 2020Q3 202311
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
VANCE WEALTH, INC. 11110.55%1.90%3.52%Q4 2021Q2 202411
Goodwin Investment Advisory 10100.03%2.01%5.38%Q3 2021Q4 202310
Pinnacle Wealth Planning Services, Inc. 10100.12%0.79%1.03%Q1 2022Q2 202410
Resurgent Financial Advisors LLC 10100.15%0.25%0.42%Q1 2022Q2 202410
Qube Research & Technologies Ltd 910.00%0.09%0.61%Q3 2021Q1 202410
Spectrum Asset Management, Inc. (NB/CA) 10100.12%1.13%2.65%Q1 2021Q2 202310
Cassady Schiller Wealth Management, LLC 730.05%0.11%0.16%Q4 2021Q2 202410
Capital Advisors, Ltd. LLC 730.00%0.01%0.02%Q4 2013Q2 202410
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.00%Q1 2022Q2 202410
VERUS CAPITAL PARTNERS, LLC 10100.16%0.22%0.34%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.17%0.38%0.52%Q1 2022Q2 202410
Bellwether Advisors, LLC 10100.00%0.01%0.02%Q4 2020Q1 202310
Bromfield Sneider Wealth Advisors 10103.69%4.66%5.70%Q4 2021Q1 202410
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.01%Q3 2015Q2 202410
Stokes Family Office, LLC 710.03%0.10%0.18%Q3 2021Q2 202410
Confluence Wealth Management LLC 810.10%0.43%0.99%Q4 2015Q3 202010
ANGELES WEALTH MANAGEMENT, LLC 10100.08%0.15%0.32%Q1 2022Q2 202410
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
Tactical Allocation Group LLC 10100.14%6.44%15.91%Q2 2013Q3 201510
Graypoint LLC 10100.09%0.13%0.18%Q1 2020Q2 202210
Syverson Strege & Co 10100.00%0.00%0.01%Q4 2020Q1 202310
My Legacy Advisors, LLC 10100.20%1.03%1.65%Q1 2022Q2 202410
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q3 2015Q2 202210
Lourd Capital, LLC 10100.05%0.10%0.14%Q3 2013Q4 201510
FINANCIAL COUNSELORS INC 710.00%0.01%0.01%Q4 2019Q2 202410
KEB ASSET MANAGEMENT, LLC 820.14%0.64%0.88%Q4 2021Q2 202410
Armbruster Capital Management, Inc. 10100.02%0.49%1.89%Q4 2015Q1 201810
HAZLETT, BURT & WATSON, INC. 10100.01%0.06%0.12%Q1 2022Q2 202410
Golden State Wealth Management, LLC 510.02%0.06%0.12%Q1 2019Q1 202210
Atlas Private Wealth Advisors 610.00%0.02%0.06%Q2 2020Q2 202410
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q2 202410
3D/L Capital Management, LLC 10100.06%0.13%0.16%Q1 2021Q2 202310
Covington Capital Management 10100.00%0.01%0.01%Q2 2020Q3 202210
HERITAGE WEALTH MANAGEMENT, LLC 430.11%0.17%0.25%Q1 2021Q2 202410
StoneX Group Inc. 640.07%0.14%0.19%Q1 2021Q2 202410
Hoese & Co LLP 10100.00%0.00%0.00%Q1 2022Q2 202410
Hemington Wealth Management 10100.16%0.18%0.22%Q1 2022Q2 202410
Rockbridge Investment Management, LCC 910.00%0.11%0.16%Q2 2020Q4 202310
Peterson Financial Group, Inc. 910.38%0.98%4.67%Q4 2021Q2 202410
Arkadios Wealth Advisors 730.01%0.03%0.04%Q1 2021Q2 202410
NATIONAL PLANNING CORP 910.02%0.03%0.04%Q2 2013Q3 201710
Virtu KCG Holdings LLC 420.01%0.03%0.17%Q4 2013Q1 201710
TAP Consulting, LLC 710.02%0.62%1.62%Q1 2019Q4 202210
ROCKY MOUNTAIN ADVISERS, LLC 10100.00%0.01%0.02%Q3 2020Q4 202210
ShoreHaven Wealth Partners, LLC 10102.03%2.68%3.74%Q1 2022Q2 202410
Merit Financial Group, LLC 10100.17%0.47%0.77%Q1 2022Q2 202410
LVW Advisors, LLC 730.09%0.24%0.34%Q1 2021Q2 202410
BUCKINGHAM STRATEGIC PARTNERS, LLC 10100.24%0.38%0.50%Q1 2022Q2 202410
MACROVIEW INVESTMENT MANAGEMENT LLC 640.00%0.12%0.28%Q1 2021Q2 202410
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 610.00%0.00%0.01%Q2 2014Q2 202410
COLDSTREAM CAPITAL MANAGEMENT INC 730.01%0.76%2.22%Q1 2017Q2 202410
Bridgeworth, LLC 810.00%0.04%0.11%Q2 2018Q4 202310
COUNTRY CLUB BANK 10100.02%0.06%0.08%Q1 2022Q2 202410
Telos Capital Management, Inc. 10100.28%0.35%0.44%Q1 2022Q2 202410
Royal Fund Management, LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
Simplicity Wealth,LLC 820.16%2.46%5.11%Q4 2021Q2 202410
Beacon Capital Management, LLC 10100.01%0.01%0.02%Q1 2022Q2 202410
Edge Capital Group, LLC 10100.04%0.22%0.32%Q1 2022Q2 202410
Buttonwood Financial Group, LLC 10103.82%9.26%14.33%Q1 2022Q2 202410
Scarborough Advisors, LLC 992.40%3.71%6.06%Q4 2021Q4 20239
Ritter Daniher Financial Advisory LLC / DE 990.00%0.21%0.29%Q2 2022Q2 20249
ROBINSON CAPITAL MANAGEMENT, LLC 610.01%0.01%0.02%Q2 2021Q4 20239
Riverview Trust Co 990.00%0.01%0.01%Q3 2021Q3 20239
Legacy Wealth Asset Management, LLC 720.07%0.08%0.08%Q4 2021Q2 20249
CENTRAL BANK & TRUST CO 630.01%0.02%0.04%Q3 2015Q3 20239
Allspring Global Investments Holdings, LLC 990.05%0.07%0.09%Q2 2022Q2 20249
Bangor Savings Bank 990.00%0.00%0.00%Q2 2022Q2 20249
PSI Advisors, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Golden State Equity Partners 410.06%0.13%0.22%Q2 2021Q2 20249
Jaffetilchin Investment Partners, LLC 990.08%0.33%0.86%Q1 2018Q1 20209
Coston, McIsaac & Partners 990.00%0.00%0.00%Q2 2022Q2 20249
MONEYWISE, INC. 720.16%0.27%0.76%Q4 2020Q2 20249
WHITTIER TRUST CO OF NEVADA INC 990.02%0.03%0.04%Q2 2022Q2 20249
Peachtree Investment Advisors, Inc. 991.22%8.23%11.68%Q4 2013Q4 20159
Tortoise Investment Management, LLC 990.00%0.01%0.02%Q2 2022Q2 20249
GUARDIAN WEALTH ADVISORS, LLC / NC 990.00%0.00%0.00%Q2 2022Q2 20249
Blue Trust, Inc. 990.16%0.31%0.52%Q2 2022Q2 20249
PROVENCE WEALTH MANAGEMENT GROUP 991.30%3.25%5.47%Q4 2021Q4 20239
Wealthspire Advisors, LLC 810.01%0.02%0.04%Q1 2022Q2 20249
TRUST CO OF VERMONT 610.00%0.00%0.00%Q2 2015Q2 20249
CoreCap Advisors, LLC 540.14%0.16%0.20%Q4 2021Q1 20249
Gladstone Institutional Advisory LLC 990.02%0.04%0.10%Q1 2022Q1 20249
FFT WEALTH MANAGEMENT LLC 720.02%0.07%0.10%Q1 2017Q1 20249
MAI Capital Management 540.00%0.01%0.03%Q2 2019Q1 20229
BENJAMIN EDWARDS INC 990.01%0.01%0.01%Q4 2021Q4 20239
BANK OF NOVA SCOTIA TRUST CO 990.03%0.03%0.03%Q2 2013Q2 20159
Successful Portfolios LLC 990.49%0.60%0.65%Q1 2021Q1 20239
Harbor Group, Inc. 990.18%0.45%0.89%Q2 2022Q2 20249
F3Logic, LLC 810.03%0.06%0.11%Q3 2020Q4 20229
Tempus Wealth Planning, LLC 990.19%0.48%0.59%Q2 2022Q2 20249
UBS AG 660.00%0.01%0.02%Q2 2013Q3 20149
AMERICAN NATIONAL BANK & TRUST 990.00%0.00%0.00%Q3 2020Q3 20229
Carroll Financial Associates, Inc. 720.00%0.00%0.00%Q2 2018Q4 20219
MARCO INVESTMENT MANAGEMENT LLC 990.03%0.03%0.03%Q2 2022Q2 20249
FLOW TRADERS U.S. LLC 210.03%0.34%0.90%Q3 2014Q2 20249
Jacobi Capital Management LLC 410.00%0.00%0.00%Q3 2017Q3 20219
PARTNERS CAPITAL INVESTMENT GROUP, LLP 990.01%0.05%0.10%Q2 2022Q2 20249
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 540.00%0.00%0.00%Q1 2021Q2 20249
Iron Horse Wealth Management, LLC 520.00%0.01%0.02%Q2 2021Q4 20239
ICA Group Wealth Management, LLC 990.02%0.07%0.11%Q1 2022Q1 20249
CGN Advisors LLC 540.03%0.20%0.49%Q4 2020Q2 20249
RPg Family Wealth Advisory, LLC 540.52%0.78%1.01%Q4 2019Q1 20229
AVAII WEALTH MANAGEMENT, LLC 990.25%3.02%6.12%Q4 2021Q4 20239
STOCK YARDS BANK & TRUST CO 990.02%0.12%0.18%Q2 2022Q2 20249
Montecito Bank & Trust 720.06%0.58%0.90%Q2 2021Q2 20249
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q1 2018Q1 20249
Betterment LLC 990.00%0.00%0.00%Q2 2022Q2 20249
WOLFF WIESE MAGANA LLC 990.01%0.01%0.02%Q2 2022Q2 20249
Lido Advisors, LLC 710.00%0.01%0.06%Q1 2018Q2 20249
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.03%Q2 2013Q2 20159
NewFocus Financial Group, LLC 540.08%0.24%0.71%Q1 2015Q4 20199
PRIVATE TRUST CO NA 990.08%0.10%0.13%Q2 2022Q2 20249
Linscomb Wealth, Inc. 720.02%1.51%2.26%Q2 2013Q3 20159
Robeco Institutional Asset Management B.V. 990.01%0.01%0.02%Q2 2013Q2 20159
Weil Company, Inc. 990.59%0.72%0.90%Q2 2022Q2 20249
Paulson Wealth Management Inc. 990.15%0.24%0.37%Q4 2017Q4 20199
Interchange Capital Partners, LLC 990.28%0.97%1.66%Q2 2022Q2 20249
Hutchens & Kramer Investment Management Group, LLC 510.18%0.25%0.37%Q4 2021Q2 20249
MEEDER ASSET MANAGEMENT INC 990.00%0.00%0.01%Q3 2020Q3 20229
Mason Investment Advisory Services, Inc. 990.10%0.13%0.15%Q2 2022Q2 20249
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 880.18%0.44%0.81%Q3 2022Q2 20248
QUATTRO FINANCIAL ADVISORS LLC 880.09%0.68%1.70%Q1 2021Q4 20228
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.00%Q1 2021Q2 20248
PFS INVESTMENTS INC. 710.20%0.38%0.46%Q4 2019Q4 20218
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 880.00%0.00%0.00%Q1 2020Q4 20218
AdvicePeriod, LLC 880.02%0.03%0.03%Q3 2019Q2 20218
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q3 2022Q2 20248
Bank Julius Baer & Co. Ltd, Zurich 880.12%0.17%0.22%Q3 2022Q2 20248
DUPONT CAPITAL MANAGEMENT CORP 530.33%0.81%1.86%Q4 2016Q4 20218
Ironsides Asset Advisors, LLC 880.07%0.08%0.12%Q2 2014Q1 20168
OmniStar Financial Group, Inc. 880.55%1.33%2.15%Q1 2021Q4 20228
FINANCIAL LIFE ADVISORS 880.35%4.30%5.49%Q3 2022Q2 20248
Ballentine Partners, LLC 420.00%0.01%0.02%Q2 2015Q3 20178
V Wealth Advisors LLC 610.00%0.07%0.10%Q2 2017Q2 20228
Stearns Financial Services Group 880.25%0.68%2.40%Q4 2018Q3 20208
Integrity Financial Corp /WA 880.01%0.02%0.04%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 620.00%0.00%0.01%Q4 2021Q2 20248
AXA S.A. 880.00%0.05%0.07%Q2 2013Q1 20158
Certified Advisory Corp 710.00%0.00%0.00%Q2 2018Q2 20208
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
W.H. Cornerstone Investments Inc. 880.55%1.25%1.71%Q3 2022Q2 20248
NOTTINGHAM ADVISORS, INC. 881.42%2.00%2.45%Q1 2017Q4 20188
Yellowstone Partners, LLC 620.11%0.19%0.33%Q2 2015Q4 20178
Sensible Financial Planning & Management, LLC. 620.00%0.01%0.03%Q3 2014Q3 20168
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
GRAYHAWK INVESTMENT STRATEGIES INC. 883.02%11.96%31.52%Q2 2022Q1 20248
Lauterbach Financial Advisors, LLC 880.20%0.23%0.25%Q3 2022Q2 20248
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2016Q3 20188
Good Life Advisors, LLC 710.02%0.06%0.28%Q3 2021Q2 20248
BARRETT & COMPANY, INC. 880.01%0.01%0.01%Q3 2022Q2 20248
TIAA, FSB 440.00%0.09%0.24%Q4 2017Q2 20238
First PREMIER Bank 880.04%0.05%0.06%Q3 2017Q2 20198
Element Wealth, LLC 530.01%0.01%0.03%Q2 2022Q2 20248
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2019Q4 20238
New Millennium Group LLC 710.00%0.01%0.01%Q2 2022Q2 20248
HHM Wealth Advisors, LLC 530.00%0.01%0.04%Q3 2021Q3 20238
Tri-Star Advisors Inc. 884.64%5.81%6.40%Q1 2021Q4 20228
Horan Securities, Inc. 710.00%1.17%2.00%Q3 2020Q2 20248
Kathmere Capital Management, LLC 880.66%0.95%1.19%Q3 2022Q2 20248
Allegheny Financial Group LTD 880.07%0.10%0.12%Q3 2022Q2 20248
Clearstead Trust, LLC 880.00%0.01%0.02%Q3 2022Q2 20248
CSM Advisors, LLC 880.35%0.39%0.44%Q3 2022Q2 20248
Zions Bancorporation 880.02%0.03%0.03%Q2 2015Q1 20178
Financial Partners Group, Inc 620.05%0.06%0.07%Q4 2021Q2 20248
Miracle Mile Advisors, LLC 620.02%1.40%2.62%Q2 2020Q2 20248
BRIGGS ADVISORY GROUP, INC. 880.81%0.94%1.21%Q4 2021Q3 20238
MCIA Inc 882.17%7.01%10.67%Q1 2021Q4 20228
Mill Creek Capital Advisors, LLC 770.04%0.13%0.19%Q4 2022Q2 20247
Gateway Wealth Partners, LLC 770.21%0.42%0.96%Q4 2022Q2 20247
New Republic Capital, LLC 770.10%0.22%0.33%Q4 2022Q2 20247
Burt Wealth Advisors 770.10%0.13%0.15%Q4 2014Q2 20167
Rockingstone Advisors LLC 770.69%0.83%0.96%Q4 2022Q2 20247
Firestone Capital Management 430.00%0.02%0.06%Q4 2019Q3 20217
LEVEL FOUR ADVISORY SERVICES, LLC 410.02%0.06%0.14%Q1 2018Q1 20247
Squar Milner Financial Services LLC 520.05%0.09%0.12%Q2 2018Q1 20207
Professional Financial Advisors, LLC 770.00%0.05%0.08%Q1 2021Q3 20227
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
GOFEN & GLOSSBERG LLC /IL/ 510.01%0.01%0.01%Q3 2018Q2 20227
Cresset Asset Management, LLC 520.00%0.00%0.01%Q4 2018Q2 20247
BOSTON FINANCIAL MANGEMENT LLC 770.01%0.01%0.01%Q4 2022Q2 20247
D'Orazio & Associates, Inc. 770.02%0.02%0.02%Q4 2018Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.05%0.06%Q2 2013Q4 20147
Crewe Advisors LLC 520.00%0.00%0.00%Q1 2022Q2 20247
FFG RETIREMENT ADVISORS LLC 771.75%2.93%3.66%Q4 2022Q2 20247
RPG Investment Advisory, LLC 770.12%0.20%0.44%Q3 2017Q1 20197
FOUNDERS BANK & TRUST 770.00%0.01%0.02%Q2 2013Q4 20147
B. Riley Wealth Management, Inc. 610.01%0.05%0.13%Q1 2014Q3 20187
Wealthfront Advisers LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Semus Wealth Partners LLC 770.18%0.38%0.57%Q4 2022Q2 20247
Auto-Owners Insurance Co 775.55%6.22%6.64%Q4 2022Q2 20247
BRAVE ASSET MANAGEMENT INC 775.08%5.98%6.33%Q4 2022Q2 20247
LWMG, LLC 770.12%0.17%0.24%Q4 2022Q2 20247
ROCKLAND TRUST CO 770.23%0.26%0.28%Q4 2022Q2 20247
Navis Wealth Advisors, LLC 770.42%0.50%0.58%Q4 2020Q2 20227
First Citizens Asset Management, Inc. 770.15%0.32%0.75%Q4 2022Q2 20247
Geisinger Health 770.74%4.32%6.42%Q4 2022Q2 20247
Beverly Hills Private Wealth, LLC 770.05%0.18%0.30%Q4 2022Q2 20247
SNS Financial Group, LLC 770.13%0.19%0.24%Q3 2013Q1 20157
Delap Wealth Advisory, LLC 770.15%0.32%0.46%Q4 2022Q2 20247
Virtus Family Office LLC 771.05%1.30%1.70%Q4 2022Q2 20247
Cardinal Strategic Wealth Guidance 773.71%5.87%7.32%Q4 2022Q2 20247
Callan Family Office, LLC 771.11%1.38%1.65%Q4 2022Q2 20247
WESTERN FINANCIAL Corp 770.17%0.22%0.26%Q1 2021Q3 20227
Kowal Investment Group, LLC 610.01%0.10%0.17%Q3 2021Q2 20237
Brand Asset Management Group, Inc. 770.08%0.09%0.10%Q2 2018Q4 20197
Milestone Investment Advisors LLC 770.08%0.09%0.09%Q4 2022Q2 20247
RCS Financial Planning, LLC 771.03%1.45%1.98%Q4 2022Q2 20247
Wedmont Private Capital 520.02%0.04%0.06%Q1 2022Q2 20247
IEQ CAPITAL, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
Wharton Business Group, LLC 770.02%0.02%0.02%Q4 2022Q2 20247
HORIZON BANCORP INC /IN/ 770.07%0.07%0.08%Q4 2022Q2 20247
NewSquare Capital LLC 210.00%0.00%0.01%Q1 2014Q1 20247
Farther Finance Advisors, LLC 770.53%1.22%2.00%Q4 2022Q2 20247
Legacy Financial Advisors, Inc. 770.05%0.70%1.46%Q2 2022Q4 20237
G&S Capital LLC 770.24%0.77%1.00%Q4 2022Q2 20247
SAGE FINANCIAL GROUP INC 770.11%0.14%0.20%Q4 2022Q2 20247
Allegiance Financial Group Advisory Services LLC 770.09%0.13%0.20%Q4 2022Q2 20247
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Clifford Group, LLC 772.86%4.69%5.45%Q4 2022Q2 20247
MARINER INDEPENDENT ADVISOR NETWORK, LLC 770.09%0.14%0.24%Q1 2021Q3 20227
Ironwood Investment Counsel, LLC 770.17%0.52%1.22%Q4 2022Q2 20247
BMS Financial Advisors, LLC 770.91%3.04%4.34%Q4 2021Q2 20237
Park Place Capital Corp 770.02%0.08%0.35%Q4 2022Q2 20247
TWIN CAPITAL MANAGEMENT INC 770.24%0.48%0.62%Q1 2019Q3 20207
Hoxton Planning & Management, LLC 770.57%1.49%2.41%Q4 2022Q2 20247
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.00%0.00%0.00%Q2 2018Q4 20197
QUARRY HILL ADVISORS, LLC 770.31%0.38%0.46%Q4 2022Q2 20247
Riverwater Partners LLC 771.16%2.42%4.22%Q4 2022Q2 20247
Neuberger Berman Group LLC 320.00%0.00%0.00%Q4 2019Q2 20237
Spectrum Management Group, LLC 771.75%2.03%2.22%Q1 2021Q3 20227
REGIMEN WEALTH, LLC 770.47%0.79%1.20%Q4 2022Q2 20247
COURIER CAPITAL LLC 610.02%0.14%0.32%Q1 2022Q2 20247
Horrell Capital Management, Inc. 770.00%0.01%0.01%Q3 2013Q1 20157
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
Aaron Wealth Advisors LLC 770.04%0.04%0.05%Q4 2022Q2 20247
Cassaday & Co Wealth Management LLC 770.35%0.47%0.86%Q4 2022Q2 20247
Corient Private Wealth LLC 770.02%0.04%0.07%Q4 2022Q2 20247
JT Stratford LLC 770.04%0.11%0.15%Q4 2022Q2 20247
Foundation Wealth Management, LLC 772.77%3.15%3.48%Q4 2022Q2 20247
HOWE & RUSLING INC 410.00%0.00%0.00%Q1 2016Q1 20247
KESTRA PRIVATE WEALTH SERVICES, LLC 770.05%0.18%0.22%Q4 2022Q2 20247
Ascension Capital Advisors, Inc. 770.47%0.86%1.28%Q4 2022Q2 20247
CLARIS ADVISORS, LLC / MO / 770.23%0.26%0.33%Q4 2022Q2 20247
Farmers & Merchants Trust Co of Chambersburg PA 770.01%0.95%2.24%Q4 2022Q2 20247
55I, LLC 774.08%5.22%5.96%Q1 2021Q3 20227
Wealth Management Solutions, LLC 430.14%1.42%5.02%Q4 2021Q3 20237
Freestone Capital Holdings, LLC 310.00%0.02%0.06%Q4 2017Q4 20207
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 770.06%0.13%0.21%Q4 2022Q2 20247
MayTech Global Investments, LLC 770.36%0.40%0.48%Q4 2020Q2 20227
Arvest Bank Trust Division 770.05%0.06%0.06%Q1 2017Q3 20187
LAKE STREET ADVISORS GROUP, LLC 520.02%0.09%0.22%Q3 2021Q1 20247
Sound Financial Strategies Group, LLC 210.62%2.12%4.43%Q4 2020Q2 20247
Financial Freedom, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Washington Trust Advisors, Inc. 770.00%0.00%0.01%Q4 2021Q2 20237
James J. Burns & Company, LLC 610.06%0.22%0.44%Q3 2022Q2 20247
Arcadia Wealth Management, LLC 770.58%1.83%4.76%Q4 2022Q2 20247
Placemark Investments, Inc. 770.03%0.05%0.05%Q2 2013Q4 20147
Intrua Financial, LLC 770.06%0.23%0.34%Q1 2021Q3 20227
ARMSTRONG ADVISORY GROUP, INC 770.01%0.01%0.01%Q4 2022Q2 20247
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 610.00%0.00%0.01%Q4 2015Q3 20177
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 773.00%3.56%4.14%Q4 2015Q2 20177
TCF National Bank 770.10%0.12%0.13%Q3 2019Q1 20217
KINGS POINT CAPITAL MANAGEMENT 770.00%0.00%0.01%Q2 2017Q4 20187
FLAGSTAR ADVISORS INC 410.05%0.08%0.10%Q3 2021Q2 20247
Vertex Planning Partners, LLC 770.22%0.41%0.55%Q4 2022Q2 20247
Lodestone Wealth Management LLC 770.28%0.60%1.19%Q4 2022Q2 20247
WASHINGTON TRUST Co 770.00%0.00%0.00%Q4 2022Q2 20247
Commonwealth Retirement Investments LLC 770.40%0.84%1.16%Q4 2022Q2 20247
Breakwater Capital Group 770.22%0.28%0.34%Q4 2022Q2 20247
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.03%0.04%Q4 2022Q2 20247
Elgethun Capital Management 773.57%3.92%4.54%Q4 2022Q2 20247
B.O.S.S. Retirement Advisors, LLC 510.06%0.35%0.45%Q4 2022Q2 20246
Keeler Thomas Management LLC 660.14%3.46%4.47%Q1 2023Q2 20246
25 LLC 660.30%0.34%0.40%Q1 2023Q2 20246
MORRIS FINANCIAL CONCEPTS, INC. 660.00%0.00%0.00%Q4 2021Q1 20236
Kalos Management, Inc. 510.00%0.16%0.25%Q4 2015Q4 20216
Valence8 US LP 6611.04%12.74%14.57%Q1 2023Q2 20246
OXFORD FINANCIAL GROUP, LTD. LLC 510.00%0.01%0.01%Q4 2022Q2 20246
Tufton Capital Management 420.04%0.05%0.05%Q3 2019Q1 20216
Thrive Capital Management, LLC 660.20%0.34%0.61%Q4 2020Q1 20226
Opal Wealth Advisors, LLC 310.01%0.72%2.02%Q4 2021Q2 20246
ZRC WEALTH MANAGEMENT, LLC 660.11%0.15%0.18%Q1 2023Q2 20246
Arlington Capital Management, Inc. 330.39%0.57%0.71%Q4 2022Q2 20246
Ciovacco Capital Management LLC 660.13%0.62%1.38%Q1 2023Q2 20246
Cornerstone Planning Group LLC 510.04%0.26%0.60%Q4 2022Q2 20246
Compagnie Lombard Odier SCmA 660.00%0.00%0.00%Q4 2017Q1 20196
WR Wealth Planners, LLC 660.54%0.86%1.11%Q1 2023Q2 20246
EXANE DERIVATIVES 660.00%0.01%0.04%Q1 2021Q2 20226
Verdence Capital Advisors LLC 660.71%0.76%0.86%Q1 2023Q2 20246
abrdn plc 660.00%0.01%0.02%Q1 2022Q2 20236
Haverford Trust Co 420.00%0.00%0.01%Q3 2021Q1 20236
MainStreet Investment Advisors LLC 510.04%0.11%0.42%Q4 2022Q2 20246
Schneider Downs Wealth Management Advisors, LP 660.28%0.77%1.14%Q4 2018Q1 20206
Argent Advisors, Inc. 660.13%0.14%0.14%Q1 2023Q2 20246
Gilman Hill Asset Management, LLC 310.05%0.12%0.35%Q4 2013Q2 20246
Baltimore-Washington Financial Advisors, Inc. 660.04%0.53%0.88%Q3 2014Q4 20156
MONECO Advisors, LLC 330.08%0.43%0.80%Q3 2021Q2 20246
Atlantic Private Wealth, LLC 660.04%0.04%0.05%Q1 2023Q2 20246
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TOCQUEVILLE ASSET MANAGEMENT L.P. 510.00%0.01%0.07%Q2 2017Q4 20206
Bison Wealth, LLC 420.01%0.02%0.04%Q4 2019Q3 20216
Team Hewins, LLC 330.03%0.09%0.13%Q4 2022Q2 20246
MMA ASSET MANAGEMENT LLC 660.50%1.32%2.30%Q3 2022Q4 20236
Clean Yield Group 210.00%0.01%0.04%Q4 2019Q1 20246
TKG Advisors, LLC 660.14%0.22%0.26%Q1 2023Q2 20246
TFC Financial Management, Inc. 510.00%0.01%0.01%Q2 2021Q2 20236
O'Connor Financial Group LLC 660.45%1.52%2.20%Q1 2023Q2 20246
AllSquare Wealth Management LLC 660.00%0.00%0.00%Q1 2023Q2 20246
BIP Wealth, LLC 660.53%0.56%0.63%Q1 2023Q2 20246
CADENCE BANK NA 660.14%0.16%0.19%Q3 2013Q4 20146
CHOREO, LLC 660.16%0.24%0.29%Q1 2023Q2 20246
Gallagher Fiduciary Advisors, LLC 660.03%0.07%0.21%Q1 2023Q2 20246
Balentine LLC 660.00%0.84%4.85%Q1 2023Q2 20246
MATHER GROUP, LLC. 660.00%0.01%0.01%Q1 2023Q2 20246
Wealthspire Advisors, L.P. 660.00%0.01%0.01%Q4 2017Q1 20196
SG Americas Securities, LLC 210.00%0.04%0.16%Q1 2014Q4 20176
Glenview Trust Co 510.01%0.01%0.03%Q4 2014Q1 20246
Cape Investment Advisory, Inc. 660.04%0.08%0.12%Q1 2023Q2 20246
Legacy Financial Group LLC 420.49%0.76%0.94%Q4 2022Q2 20246
NOMURA ASSET MANAGEMENT CO LTD 660.00%0.00%0.00%Q1 2023Q2 20246
Benedetti & Gucer, Inc. 660.35%0.45%0.62%Q4 2022Q1 20246
Koss-Olinger Consulting, LLC 510.66%0.87%1.05%Q4 2022Q2 20246
Noble Family Wealth, LLC 660.94%0.97%1.00%Q1 2023Q2 20246
Rockwood Wealth Management, LLC 330.04%0.10%0.18%Q4 2021Q2 20236
Western Financial Corp/CA 660.18%0.34%0.45%Q4 2022Q1 20246
Affinity Capital Advisors, LLC 660.97%3.05%4.07%Q1 2023Q2 20246
XML Financial, LLC 660.03%0.03%0.03%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.15%0.16%0.17%Q4 2022Q2 20246
Private Portfolio Partners LLC 660.59%0.63%0.69%Q1 2021Q2 20226
Curi RMB Capital, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
LGT Financial Advisors LLC 510.06%0.33%0.59%Q4 2022Q2 20246
LUTS & GREENLEIGH GROUP, INC 510.78%0.86%0.96%Q4 2022Q2 20246
Centurion Wealth Management LLC 660.94%1.37%1.77%Q4 2022Q1 20246
NTV ASSET MANAGEMENT LLC 330.04%0.05%0.08%Q1 2021Q2 20236
Wealth Advisory Solutions, LLC 660.87%1.01%1.14%Q1 2022Q2 20236
Sierra Capital LLC 660.11%0.12%0.12%Q1 2023Q2 20246
Syntegra Private Wealth Group, LLC 660.04%0.06%0.07%Q4 2022Q1 20246
Sentinus, LLC 421.48%2.72%3.90%Q3 2022Q2 20246
Quantitative Investment Management, LLC 210.07%0.15%0.26%Q2 2020Q1 20246
Marble Harbor Investment Counsel, LLC 660.03%0.03%0.03%Q4 2020Q1 20226
Measured Wealth Private Client Group, LLC 660.10%0.15%0.18%Q3 2018Q4 20196
SeaCrest Wealth Management, LLC 660.02%0.02%0.02%Q4 2017Q1 20196
KMS FINANCIAL SERVICES, INC 660.06%0.07%0.08%Q2 2013Q3 20146
Private Advisory Group LLC 662.17%2.74%3.61%Q2 2017Q3 20186
CFS Investment Advisory Services, LLC 411.23%2.24%3.13%Q3 2021Q2 20246
Householder Group Estate & Retirement Specialist, LLC 410.00%0.01%0.01%Q3 2022Q2 20246
SCOTIA CAPITAL INC. 660.00%0.00%0.00%Q4 2021Q1 20236
Lion Street Advisors, LLC 660.09%0.15%0.20%Q1 2023Q2 20246
Bremer Bank National Association 510.00%0.37%0.46%Q1 2019Q4 20236
DFPG INVESTMENTS, LLC 550.06%0.22%0.32%Q4 2022Q4 20235
First Capital Advisors Group, LLC. 410.01%0.01%0.01%Q1 2018Q2 20235
Stifel Trust Company, N.A. 550.01%0.01%0.01%Q3 2013Q3 20145
Financial Architects, Inc 410.00%0.06%0.09%Q2 2015Q3 20165
Edge Advisors, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Ledyard National Bank 550.00%0.00%0.01%Q4 2017Q4 20185
Cherry Tree Wealth Management, LLC 550.13%0.14%0.14%Q2 2023Q2 20245
Simply Money Advisors 552.53%3.21%4.51%Q2 2013Q2 20145
OPPENHEIMER ASSET MANAGEMENT INC. 310.01%0.01%0.01%Q4 2019Q2 20215
ADVISOR PARTNERS II, LLC 550.02%0.05%0.15%Q3 2022Q3 20235
Roble, Belko & Company, Inc 550.01%0.01%0.01%Q1 2018Q1 20195
CALDWELL SUTTER CAPITAL, INC. 550.00%0.00%0.00%Q2 2023Q2 20245
DERBY & COMPANY, INC 550.96%1.14%1.21%Q3 2020Q3 20215
Atomi Financial Group, Inc. 550.06%0.27%0.54%Q2 2023Q2 20245
Nuveen Asset Management, LLC 550.01%0.01%0.01%Q1 2015Q1 20165
WFA of San Diego, LLC 210.01%0.01%0.02%Q2 2022Q2 20245
FIRST FOUNDATION ADVISORS 550.02%0.04%0.07%Q2 2023Q2 20245
Joel Isaacson & Co., LLC 550.00%0.01%0.01%Q2 2015Q2 20165
UMB Bank, n.a. 410.00%0.00%0.01%Q4 2021Q1 20235
AlphaCore Capital LLC 550.00%0.00%0.00%Q4 2022Q4 20235
Oakworth Capital, Inc. 320.00%0.00%0.01%Q4 2015Q2 20245
Kingdom Financial Group LLC. 553.17%3.63%4.38%Q2 2023Q2 20245
Ameritas Investment Company, LLC 210.00%0.00%0.01%Q1 2019Q2 20215
Prestige Wealth Management Group LLC 550.01%0.01%0.01%Q4 2018Q4 20195
9258 Wealth Management, LLC 550.08%0.23%0.30%Q4 2019Q4 20205
ARROW FINANCIAL CORP 550.01%0.01%0.01%Q1 2014Q1 20155
Selective Wealth Management, Inc. 550.07%0.11%0.16%Q3 2021Q3 20225
NewEdge Wealth, LLC 550.00%0.01%0.01%Q2 2023Q2 20245
ORG Partners LLC 410.04%0.78%1.18%Q1 2023Q2 20245
Headlands Technologies LLC 410.00%0.12%0.33%Q4 2022Q2 20245
Archer Investment Corp 550.00%0.00%0.00%Q2 2023Q2 20245
HBK Sorce Advisory LLC 410.01%0.01%0.02%Q4 2022Q1 20245
Sowa Financial Group, Inc. 550.04%0.04%0.05%Q4 2019Q4 20205
Maryland State Retirement & Pension System 550.02%0.08%0.16%Q2 2023Q2 20245
Teamwork Financial Advisors, LLC 550.04%0.14%0.24%Q3 2021Q3 20225
Windham Capital Management, LLC 550.21%0.26%0.32%Q3 2021Q3 20225
Strategic Asset Management, LLC 551.56%1.92%2.16%Q3 2021Q3 20225
RGT Wealth Advisors, LLC 410.82%3.02%11.20%Q2 2020Q3 20225
Knott David M Jr 550.00%0.00%0.00%Q2 2022Q2 20235
Arlington Partners LLC 550.00%0.01%0.03%Q4 2022Q4 20235
Pallas Capital Advisors LLC 550.04%0.08%0.18%Q2 2023Q2 20245
M Holdings Securities, Inc. 410.02%0.22%0.39%Q4 2013Q1 20215
Smithfield Trust Co 410.00%0.00%0.00%Q4 2016Q2 20245
Portside Wealth Group, LLC 550.05%0.06%0.07%Q2 2023Q2 20245
COMERICA SECURITIES INC 550.03%0.06%0.07%Q4 2017Q4 20185
Savior LLC 550.00%0.06%0.08%Q1 2021Q1 20225
UNIONVIEW, LLC 550.18%0.19%0.20%Q2 2023Q2 20245
Kernodle & Katon Asset Management Group, LLC 410.00%0.01%0.01%Q4 2015Q1 20175
Institute for Wealth Management, LLC. 210.01%0.28%0.46%Q4 2017Q4 20195
Certus Wealth Management, LLC 552.31%4.52%5.86%Q2 2023Q2 20245
Goelzer Investment Management, Inc. 550.04%0.20%0.36%Q1 2017Q1 20185
Icon Wealth Advisors, LLC 321.26%2.18%2.90%Q3 2022Q2 20245
Biechele Royce Advisors 550.07%0.08%0.09%Q1 2023Q1 20245
Marion Wealth Management 550.10%2.57%4.73%Q4 2021Q4 20225
Personal Capital Advisors Corp 410.00%0.00%0.00%Q3 2018Q4 20215
Palisade Asset Management, LLC 550.04%0.04%0.04%Q2 2023Q2 20245
CFO4Life Group, LLC 310.12%1.03%3.20%Q4 2018Q4 20235
Financial Management Professionals, Inc. 210.57%1.68%2.68%Q2 2014Q3 20235
PIN OAK INVESTMENT ADVISORS INC 550.01%0.01%0.01%Q2 2023Q2 20245
CGC Financial Services, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Vestcor Inc 550.26%0.40%0.46%Q1 2021Q1 20225
TimeScale Financial, Inc. 320.00%0.05%0.15%Q2 2020Q2 20235
Y-Intercept (Hong Kong) Ltd 310.02%0.05%0.10%Q1 2021Q2 20245
S.C. Financial Services, Inc. 550.86%1.33%1.82%Q4 2021Q4 20225
THORNBURG INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2013Q4 20185
Citizens Business Bank 320.05%0.07%0.09%Q1 2013Q2 20245
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
Opes Wealth Management LLC 550.06%0.07%0.09%Q2 2023Q2 20245
BB&T INVESTMENT SERVICES, INC. 550.04%0.05%0.07%Q4 2016Q4 20175
WCG Wealth Advisors LLC 550.14%0.25%0.51%Q2 2023Q2 20245
Weaver Consulting Group 550.00%0.00%0.01%Q1 2019Q1 20205
HOHIMER WEALTH MANAGEMENT, LLC 550.07%0.11%0.17%Q4 2021Q4 20225
Stone Point Wealth LLC 550.22%0.28%0.42%Q4 2021Q4 20225
Quadrant Capital Management, LLC 550.28%0.45%0.54%Q4 2018Q4 20195
AXIS CAPITAL HOLDINGS LTD 5510.75%15.23%16.92%Q2 2013Q2 20145
Aprio Wealth Management, LLC 550.07%0.17%0.25%Q2 2023Q2 20245
Barrett Asset Management, LLC 550.00%0.00%0.00%Q3 2013Q3 20145
Providence Capital Advisors, LLC 550.03%0.03%0.04%Q2 2023Q2 20245
Frontier Asset Management, LLC 550.08%0.09%0.10%Q2 2023Q2 20245
Capasso Planning Partners LLC 550.20%0.23%0.25%Q1 2023Q1 20245
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2019Q4 20205
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q4 2018Q4 20215
Ten Capital Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
HYA Advisors, Inc 550.24%2.89%4.12%Q2 2021Q2 20225
Wayfinding Financial, LLC 550.33%0.34%0.35%Q4 2021Q4 20225
Pinnacle Summer Investments, Inc. 310.00%0.00%0.00%Q3 2013Q4 20154
Thai Life Insurance PCL. 440.63%0.80%1.01%Q4 2016Q3 20174
Smart Money Group LLC 310.05%2.83%3.97%Q2 2018Q2 20194
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
RIVERSVILLE CAPITAL, INC. 440.60%1.20%2.87%Q2 2013Q1 20144
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.20%0.22%0.24%Q4 2014Q3 20154
Quad-Cities Investment Group, LLC 440.00%0.01%0.02%Q4 2018Q3 20194
STRINGER ASSET MANAGEMENT, LLC 314.71%5.85%6.65%Q2 2015Q1 20184
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q4 2020Q1 20224
NAVELLIER & ASSOCIATES INC 440.21%0.24%0.28%Q3 2023Q2 20244
Cascadia Advisory Services, LLC 310.40%0.54%0.62%Q4 2019Q3 20214
Gerstein Fisher 310.05%0.08%0.18%Q2 2015Q3 20164
PDS Planning, Inc 440.41%0.44%0.48%Q1 2019Q4 20194
Watershed Asset Management, L.L.C. 444.54%5.00%5.37%Q4 2021Q3 20224
CBIZ Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
CSS LLC/IL 440.06%0.12%0.18%Q1 2021Q4 20214
SageView Advisory Group, LLC 310.01%0.03%0.05%Q4 2022Q4 20234
Redwood Investment Management, LLC 440.09%0.15%0.20%Q3 2023Q2 20244
Cordasco Financial Network 310.03%0.03%0.04%Q1 2017Q2 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.03%0.04%0.04%Q3 2023Q2 20244
Next Capital Management LLC 440.04%0.04%0.05%Q4 2018Q3 20194
Biltmore Capital Advisors LLC 441.78%1.96%2.13%Q1 2021Q4 20214
Arlington Trust Co LLC 440.01%0.02%0.05%Q3 2023Q2 20244
MACKENZIE FINANCIAL CORP 210.01%0.04%0.07%Q4 2015Q1 20224
Leith Wheeler Investment Counsel Ltd. 440.24%0.32%0.42%Q4 2019Q3 20204
Moss Adams Wealth Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FutureAdvisor, Inc. 444.13%5.09%6.09%Q4 2014Q3 20154
Prosperity Consulting Group, LLC 440.41%0.88%1.22%Q3 2023Q2 20244
KANALY TRUST CO 440.02%0.03%0.03%Q2 2014Q1 20154
Wealthquest Corp 440.05%0.07%0.08%Q2 2020Q1 20214
Cobblestone Asset Management LLC 441.76%4.12%6.22%Q3 2023Q2 20244
NCM Capital Management, LLC 440.58%0.69%0.79%Q1 2022Q4 20224
WORLD EQUITY GROUP, INC. 440.74%1.01%1.15%Q3 2023Q2 20244
Trellis Advisors, LLC 442.47%2.95%3.38%Q4 2017Q3 20184
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Herold Advisors, Inc. 440.08%0.09%0.11%Q1 2023Q4 20234
IAG Wealth Partners, LLC 220.01%0.17%0.63%Q4 2019Q1 20224
ADVISOR PARTNERS LLC 440.02%0.02%0.02%Q3 2021Q2 20224
Eagle Strategies LLC 210.04%0.20%0.62%Q4 2021Q2 20244
Karn, Couzens & Associates, Inc. 440.27%0.38%0.50%Q2 2021Q1 20224
Indiana Trust & Investment Management CO 440.02%0.02%0.02%Q3 2023Q2 20244
MCF Advisors LLC 210.00%0.01%0.02%Q2 2014Q3 20234
DGS Capital Management, LLC 440.12%0.16%0.19%Q2 2023Q1 20244
Per Stirling Capital Management, LLC. 440.07%0.07%0.08%Q3 2023Q2 20244
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Semmax Financial Advisors Inc. 440.01%0.10%0.14%Q3 2023Q2 20244
Essex Private Wealth Management, LLC 440.85%0.96%1.03%Q3 2023Q2 20244
Clarus Wealth Advisors 440.01%0.01%0.01%Q2 2018Q1 20194
Brookfield Asset Management 440.00%0.00%0.00%Q2 2013Q1 20144
ROGCO, LP 440.01%0.02%0.02%Q3 2023Q2 20244
KARLINSKI ANDREW C 440.01%0.02%0.05%Q4 2021Q3 20224
Gunma Bank,Ltd. 310.74%1.09%1.76%Q4 2021Q4 20224
Renaissance Technologies 210.00%0.01%0.01%Q3 2022Q1 20244
SCHRODER INVESTMENT MANAGEMENT GROUP 310.00%0.00%0.00%Q1 2021Q3 20224
Eagle Bay Advisors LLC 440.01%0.04%0.13%Q2 2021Q1 20224
Deseret Mutual Benefit Administrators 441.63%1.82%2.37%Q4 2019Q3 20204
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q2 2023Q2 20244
Rise Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Level Financial Advisors 220.00%0.01%0.01%Q4 2021Q3 20234
Envestnet Portfolio Solutions, Inc. 441.00%1.64%2.20%Q3 2023Q2 20244
Glovista Investments LLC 441.47%3.29%6.19%Q1 2017Q4 20174
WBH ADVISORY INC 310.03%0.03%0.04%Q1 2022Q1 20234
Castle Rock Wealth Management, LLC 440.10%0.10%0.12%Q2 2021Q1 20224
Hayden Royal, LLC 440.14%0.31%0.57%Q1 2021Q4 20214
Navalign, LLC 440.12%0.19%0.40%Q1 2022Q4 20224
Hilltop Holdings Inc. 110.03%0.47%0.98%Q2 2015Q1 20224
TIAA TRUST, NATIONAL ASSOCIATION 440.19%0.21%0.24%Q3 2023Q2 20244
KICKSTAND VENTURES, LLC. 440.90%1.53%2.93%Q3 2023Q2 20244
QCM Cayman, Ltd. 440.34%1.22%2.14%Q4 2020Q3 20214
Pacifica Partners Inc. 440.01%0.01%0.01%Q1 2023Q4 20234
Syntal Capital Partners, LLC 440.06%0.07%0.10%Q1 2014Q4 20144
Scissortail Wealth Management, LLC 210.74%1.27%1.84%Q1 2022Q2 20244
THEORY FINANCIAL LLC 440.43%0.50%0.55%Q3 2023Q2 20244
HawsGoodwin Investment Management LLC 443.30%3.59%3.83%Q1 2021Q4 20214
Karp Capital Management Corp 440.01%0.01%0.01%Q4 2014Q3 20154
Domani Wealth, LLC 220.12%0.50%0.69%Q1 2022Q1 20234
NBC SECURITIES, INC. 440.11%0.13%0.16%Q3 2023Q2 20244
Calamos Wealth Management LLC 440.03%0.03%0.04%Q1 2017Q4 20174
VIVID FINANCIAL MANAGEMENT, INC. 443.47%4.58%5.39%Q1 2021Q4 20214
Beacon Bridge Wealth Partners, LLC 440.98%1.84%2.37%Q3 2023Q2 20244
Ruedi Wealth Management, Inc. 310.01%0.01%0.02%Q1 2023Q2 20244
Independent Portfolio Consultants, Inc. 440.03%0.04%0.04%Q2 2014Q1 20154
Stonehearth Capital Management, LLC 440.17%1.09%3.81%Q4 2014Q3 20154
BEAM WEALTH ADVISORS, INC. 210.35%0.71%0.89%Q4 2022Q2 20243
Fonville Wealth Management LLC 330.37%0.43%0.50%Q4 2023Q2 20243
Partnervest Advisory Services LLC 330.02%0.02%0.03%Q4 2013Q2 20143
Epstein & White Financial LLC 332.92%3.59%3.97%Q4 2020Q2 20213
One Wealth Management Investment & Advisory Services, LLC 331.30%2.03%2.64%Q4 2023Q2 20243
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
High Net Worth Advisory Group LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Ellis Investment Partners, LLC 210.00%0.00%0.00%Q3 2021Q3 20223
Signature Resources Capital Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Old Port Advisors 210.11%0.12%0.13%Q2 2018Q1 20193
TWIN FOCUS CAPITAL PARTNERS, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.18%0.20%0.22%Q1 2021Q3 20213
Catalina Capital Group, LLC 330.30%0.67%1.24%Q4 2023Q2 20243
First Ascent Asset Management, LLC 330.31%0.38%0.46%Q4 2019Q2 20203
Hirtle Callaghan & Co LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Moors & Cabot, Inc. 210.02%0.02%0.02%Q4 2022Q2 20243
Mirae Asset Global Investments Co., Ltd. 330.01%0.01%0.01%Q1 2022Q3 20223
Capital CS Group, LLC 330.26%0.57%0.73%Q3 2021Q1 20223
CUSTOM INDEX SYSTEMS, LLC 330.55%0.72%0.90%Q4 2023Q2 20243
Friedenthal Financial 210.94%1.07%1.29%Q1 2022Q1 20233
WealthPlan Investment Management, LLC 210.09%0.11%0.12%Q1 2022Q4 20223
Mesirow Financial Investment Management, Inc. 330.02%0.02%0.03%Q4 2023Q2 20243
Allegis Investment Advisors, LLC 210.08%0.09%0.11%Q1 2017Q1 20183
PRELUDE CAPITAL MANAGEMENT, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Forthright Family Wealth Advisory LLC 334.78%5.18%5.51%Q4 2023Q2 20243
DIMENSIONAL FUND ADVISORS LP 330.00%0.00%0.00%Q4 2018Q2 20193
Pathstone Holdings, LLC 330.20%0.26%0.29%Q4 2023Q2 20243
OPINICUS CAPITAL, INC. 330.63%0.71%0.85%Q4 2023Q2 20243
Summit Global Investments 210.02%0.15%0.30%Q1 2022Q4 20233
Cerity Partners OCIO LLC 110.01%0.01%0.01%Q2 2019Q4 20223
Holistic Planning, LLC 330.31%0.35%0.40%Q4 2023Q2 20243
CNB Bank 330.00%0.01%0.01%Q1 2023Q3 20233
FIRST MIDWEST BANK TRUST DIVISION 330.03%0.03%0.03%Q1 2016Q3 20163
Summit Rock Advisors, LP 3310.87%25.27%40.56%Q1 2018Q3 20183
BURKETT FINANCIAL SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
HighTower Trust Company, N.A. 330.17%0.18%0.19%Q3 2022Q1 20233
AlTi Global, Inc. 330.01%0.01%0.02%Q4 2023Q2 20243
Atlantic Edge Private Wealth Management, LLC 330.42%0.53%0.65%Q4 2023Q2 20243
American Trust 330.02%0.02%0.02%Q4 2021Q2 20223
Clayton Financial Group LLC 330.53%0.57%0.59%Q4 2023Q2 20243
HTLF Bank 333.95%4.03%4.07%Q4 2023Q2 20243
KFA Private Wealth Group, LLC 330.18%0.18%0.18%Q3 2020Q1 20213
Migdal Insurance & Financial Holdings Ltd. 330.00%0.00%0.00%Q4 2016Q2 20173
Carmichael Hill & Associates, Inc. 210.00%0.00%0.00%Q4 2019Q2 20243
Argentus Capital Management, LLC 330.00%0.01%0.01%Q4 2015Q2 20163
Ballew Advisors, Inc 330.03%0.03%0.04%Q1 2018Q3 20183
TRITONPOINT WEALTH, LLC 330.03%0.05%0.07%Q4 2023Q2 20243
Family Wealth Group, LLC 331.20%1.35%1.53%Q4 2023Q2 20243
CRITERION CAPITAL ADVISORS, LLC 330.14%0.16%0.18%Q4 2023Q2 20243
TUDOR INVESTMENT CORP ET AL 110.01%0.04%0.06%Q2 2022Q1 20243
BEACON FINANCIAL GROUP 330.05%0.06%0.06%Q4 2023Q2 20243
STAGE HARBOR FINANCIAL, LLC 334.46%4.53%4.58%Q4 2023Q2 20243
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2015Q2 20243
FolioMetrix LLC 330.32%0.36%0.42%Q4 2014Q2 20153
Vermillion & White Wealth Management Group, LLC 330.71%0.73%0.74%Q4 2023Q2 20243
Argent Trust Co 330.01%0.01%0.01%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.11%0.14%0.17%Q4 2023Q2 20243
Sterling Wealth Management, Inc. 331.01%1.09%1.17%Q4 2023Q2 20243
WETZEL INVESTMENT ADVISORS, INC. 330.01%0.01%0.02%Q4 2023Q2 20243
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.00%0.00%Q4 2023Q2 20243
Turtle Creek Wealth Advisors, LLC 330.12%0.14%0.16%Q4 2023Q2 20243
Lantern Wealth Advisors, LLC 330.18%0.23%0.33%Q4 2023Q2 20243
XPONANCE, INC. 330.02%0.02%0.02%Q4 2023Q2 20243
NVWM, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Pointe Capital Management LLC 210.02%0.10%0.15%Q1 2023Q2 20243
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.04%0.07%0.11%Q4 2023Q2 20243
Pinnacle Private Wealth, LLC 330.09%0.18%0.24%Q4 2021Q2 20223
JOURNEY STRATEGIC WEALTH LLC 210.04%0.04%0.06%Q4 2021Q2 20243
Mach-1 Financial Group, LLC 210.00%0.02%0.03%Q2 2022Q1 20233
TWIN PEAKS WEALTH ADVISORS, LLC 330.61%0.87%1.09%Q4 2023Q2 20243
EisnerAmper Wealth Management Corporate Benefits, LLC 330.18%1.69%2.67%Q2 2023Q4 20233
KCM INVESTMENT ADVISORS LLC 330.02%0.02%0.02%Q4 2014Q2 20153
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
ROTHSCHILD INVESTMENT LLC 330.01%0.01%0.01%Q4 2023Q2 20243
NBT BANK N A /NY 330.04%0.05%0.07%Q4 2023Q2 20243
Freedom Investment Management, Inc. 210.02%0.02%0.02%Q4 2022Q1 20243
Sachetta, LLC 330.16%0.16%0.16%Q4 2023Q2 20243
Fairman Group, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
All Terrain Financial Advisors, LLC 330.10%0.10%0.11%Q4 2017Q2 20183
KWMG, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
HORIZON FINANCIAL SERVICES, LLC 330.02%0.04%0.05%Q2 2021Q4 20213
Shared Vision Wealth Group LLC 331.67%2.52%3.43%Q4 2023Q2 20243
AMERICAN FINANCIAL & TAX STRATEGIES INC 331.16%1.22%1.26%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.01%0.03%0.05%Q4 2023Q2 20243
Shotwell Rutter Baer Inc 330.31%0.47%0.75%Q4 2023Q2 20243
Castleview Partners, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.02%0.02%0.02%Q4 2023Q2 20243
Virtue Capital Management, LLC 210.00%0.53%1.58%Q4 2017Q4 20193
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q1 20233
Keel Point, LLC 210.05%0.10%0.12%Q3 2020Q2 20243
Round Table Services, LLC 330.43%2.05%2.92%Q1 2022Q3 20223
Danda Trouve Investment Management, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
LifePlan Financial Group, Inc 330.00%0.00%0.00%Q1 2018Q3 20183
Derbend Asset Management 333.89%4.27%4.90%Q3 2023Q1 20243
Maxwell Wealth Strategies Inc. 330.61%1.51%2.76%Q4 2023Q2 20243
Richardson Capital Management LLC 330.02%0.02%0.03%Q4 2023Q2 20243
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Coppell Advisory Solutions LLC 110.03%0.06%0.10%Q2 2023Q2 20243
Fermata Advisors, LLC 330.06%0.07%0.08%Q4 2023Q2 20243
Alpha DNA Investment Management LLC 110.08%0.14%0.19%Q1 2021Q1 20233
ACCURATE INVESTMENT SOLUTIONS, INC. 330.01%0.56%0.95%Q4 2015Q2 20163
Quadcap Wealth Management, LLC 330.10%0.15%0.24%Q4 2023Q2 20243
Dynamic Wealth Strategies, LLC 332.36%2.37%2.37%Q4 2023Q2 20243
Addison Capital Co 330.16%0.30%0.42%Q4 2023Q2 20243
Fiera Capital Corp 330.00%0.00%0.00%Q2 2020Q4 20203
Bruce G. Allen Investments, LLC 3313.54%13.86%14.39%Q4 2023Q2 20243
Insight Wealth Strategies, LLC 330.28%0.31%0.36%Q1 2021Q3 20213
Cullen Capital Management, LLC 330.01%0.04%0.10%Q2 2022Q4 20223
True Vision MN LLC 331.62%2.66%3.51%Q4 2023Q2 20243
Total Clarity Wealth Management, Inc. 210.02%0.02%0.02%Q3 2021Q2 20223
&PARTNERS 330.04%0.05%0.05%Q4 2023Q2 20243
HRT FINANCIAL LP 110.00%0.01%0.02%Q3 2021Q3 20233
TSA Wealth Managment LLC 332.34%3.82%5.39%Q4 2023Q2 20243
BUSH INVESTMENT GROUP, LLC 330.79%1.40%2.05%Q4 2023Q2 20243
OMNI 360 Wealth, Inc. 331.46%1.83%2.08%Q4 2023Q2 20243
Paragon Advisors, LLC 330.80%1.43%2.52%Q3 2022Q1 20233
SteelBridge Private Wealth Advisors LLC 332.42%2.47%2.57%Q4 2016Q2 20173
EHRLICH FINANCIAL GROUP 331.80%2.19%2.57%Q4 2023Q2 20243
EAGLE ROCK INVESTMENT COMPANY, LLC 330.11%0.11%0.12%Q4 2021Q2 20223
Spectrum Wealth Counsel, LLC 331.10%1.80%2.22%Q4 2023Q2 20243
CAP Partners, LLC 330.31%0.45%0.61%Q4 2023Q2 20243
ELEVATE WEALTH ADVISORY, INC 333.57%3.84%4.01%Q4 2023Q2 20243
Alpha Omega Wealth Management LLC 210.00%0.00%0.01%Q1 2016Q2 20193
Bordeaux Wealth Advisors LLC 330.06%0.12%0.20%Q4 2023Q2 20243
Squire Investment Management Company, LLC 330.40%0.49%0.60%Q4 2023Q2 20243
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.04%0.05%0.05%Q2 2013Q4 20133
Paladin Advisory Group, LLC 210.01%0.03%0.04%Q2 2022Q2 20243
Crescent Grove Advisors, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Clear Harbor Asset Management, LLC 210.01%0.01%0.01%Q2 2013Q2 20143
Concurrent Investment Advisors, LLC 330.04%0.07%0.12%Q4 2023Q2 20243
GAMMA Investing LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Impact Partnership Wealth, LLC 330.00%0.01%0.02%Q2 2023Q4 20233
KINGSWOOD WEALTH ADVISORS, LLC 330.09%0.10%0.10%Q4 2023Q2 20243
Evensky & Katz LLC 330.04%0.04%0.04%Q1 2019Q3 20193
Mosley Wealth Management 332.37%2.94%3.42%Q4 2023Q2 20243
Madrona Financial Services, LLC 330.19%1.30%3.22%Q1 2023Q3 20233
Lansing Street Advisors 331.19%1.24%1.31%Q4 2023Q2 20243
Oxler Private Wealth LLC 220.02%0.02%0.02%Q2 2022Q3 20223
CERTUITY, LLC 210.04%0.07%0.11%Q2 2020Q3 20213
Quotient Wealth Partners, LLC 330.04%0.10%0.18%Q4 2023Q2 20243
Camelot Portfolios, LLC 330.10%0.10%0.10%Q3 2017Q1 20183
PERSONAL CFO SOLUTIONS, LLC 330.09%0.15%0.20%Q4 2021Q2 20223
ARK & TLK INVESTMENTS, LLC 330.34%0.37%0.40%Q4 2023Q2 20243
SITTNER & NELSON, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Bleakley Financial Group, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Pineridge Advisors LLC 330.05%0.05%0.06%Q4 2023Q2 20243
NAPATREE CAPITAL LLC 334.54%4.88%5.13%Q4 2023Q2 20243
MidWestOne Financial Group, Inc. 330.08%0.08%0.09%Q4 2023Q2 20243
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q4 2021Q2 20223
HM PAYSON & CO 330.00%0.00%0.00%Q3 2023Q1 20243
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Octavia Wealth Advisors, LLC 210.05%2.62%4.02%Q3 2023Q2 20243
Verition Fund Management LLC 210.03%0.62%1.79%Q1 2017Q4 20173
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 330.14%0.32%0.66%Q2 2022Q4 20223
Colony Group, LLC 330.01%0.03%0.04%Q4 2023Q2 20243
Cedar Brook Financial Partners, LLC 330.07%0.08%0.08%Q3 2021Q1 20223
Intellectus Partners, LLC 210.05%0.06%0.06%Q2 2018Q1 20193
BCU Wealth Advisors, LLC 330.46%0.87%1.36%Q4 2023Q2 20243
Laird Norton Wetherby Wealth Management, LLC 210.01%0.02%0.04%Q3 2023Q2 20243
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 330.01%0.02%0.04%Q3 2019Q1 20203
BRANDYWINE OAK PRIVATE WEALTH LLC 210.00%0.02%0.03%Q4 2018Q2 20223
Cyndeo Wealth Partners, LLC 330.11%0.13%0.16%Q4 2023Q2 20243
Commonwealth Financial Services, LLC 330.70%0.75%0.84%Q3 2023Q1 20243
Stonebrook Private Inc. 333.45%4.04%4.36%Q4 2023Q2 20243
SBK Financial, Inc. 330.23%0.29%0.34%Q4 2021Q2 20223
WATERSHED PRIVATE WEALTH LLC 330.29%1.53%2.60%Q4 2023Q2 20243
DOHJ, LLC 330.70%0.73%0.79%Q4 2023Q2 20243
Claraphi Advisory Network, LLC 110.00%0.00%0.01%Q3 2019Q1 20202
PineBridge Investments, L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
Employees Retirement System of Texas 220.04%0.10%0.16%Q1 2021Q2 20212
Fortitude Advisory Group L.L.C. 220.02%0.03%0.03%Q4 2021Q1 20222
Maia Wealth LLC 112.45%3.33%4.21%Q4 2023Q2 20242
FourThought Financial, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Ruggie Capital Group 110.01%0.04%0.07%Q2 2016Q4 20182
Salient Capital Advisors, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Fortis Capital Advisors, LLC 220.09%0.10%0.11%Q4 2022Q1 20232
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Strategies Wealth Advisors, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Fi3 FINANCIAL ADVISORS, LLC 220.14%0.16%0.17%Q4 2021Q1 20222
Advisors Preferred, LLC 110.01%0.02%0.04%Q2 2021Q4 20232
Phoenix Wealth Advisors 220.02%0.02%0.02%Q2 2021Q3 20212
Granger Management LLC 223.16%3.67%4.18%Q4 2020Q1 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.02%0.04%Q3 2018Q4 20212
Savvy Advisors, Inc. 220.08%0.14%0.20%Q1 2024Q2 20242
BANK OF THE WEST 220.18%0.18%0.18%Q4 2014Q1 20152
Gilliland Jeter Wealth Management LLC 220.05%0.05%0.06%Q1 2024Q2 20242
Fieldpoint Private Securities, LLC 110.00%0.04%0.08%Q1 2020Q1 20222
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Farmers National Bank 220.25%0.25%0.26%Q1 2019Q2 20192
Leelyn Smith, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Northwest Financial Advisors 220.17%0.19%0.22%Q1 2024Q2 20242
MOTIVE WEALTH ADVISORS 220.32%0.33%0.34%Q1 2024Q2 20242
WC Walker & Associates, Inc. 220.12%0.12%0.12%Q1 2022Q2 20222
Peirce Capital Management, LLC 220.18%0.18%0.18%Q4 2023Q1 20242
Grey Fox Wealth Advisors, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
Signal Advisors Wealth, LLC 220.85%1.00%1.15%Q4 2023Q1 20242
Outlook Wealth Advisors, LLC 220.78%1.15%1.52%Q2 2021Q3 20212
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2021Q3 20232
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.08%0.10%0.12%Q3 2022Q4 20222
Compass Ion Advisors, LLC 221.20%1.29%1.39%Q1 2022Q2 20222
CANANDAIGUA NATIONAL BANK & TRUST CO 220.04%0.04%0.04%Q3 2019Q4 20192
ATWOOD & PALMER INC 220.00%0.00%0.00%Q1 2021Q2 20212
Stelac Advisory Services LLC 220.18%0.20%0.22%Q2 2023Q3 20232
TBH Global Asset Management, LLC 220.05%0.05%0.06%Q4 2023Q1 20242
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Independent Wealth Network Inc. 220.18%0.19%0.20%Q4 2021Q1 20222
Strategic Equity Management 221.63%1.67%1.72%Q1 2024Q2 20242
LRI Investments, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2022Q2 20242
Lombard Odier Asset Management (USA) Corp 220.75%1.38%2.01%Q1 2021Q2 20212
Lombard Odier Asset Management (Switzerland) SA 220.08%1.28%2.48%Q3 2022Q4 20222
Glassman Wealth Services 110.00%0.01%0.02%Q3 2016Q1 20182
First Command Bank 220.01%0.01%0.01%Q1 2018Q2 20182
INTEGRAL INVESTMENT ADVISORS, INC. 220.14%0.15%0.16%Q1 2024Q2 20242
Oder Investment Management, LLC 110.13%0.14%0.16%Q4 2020Q4 20222
LEGG MASON, INC. 220.70%8.64%16.59%Q3 2016Q4 20162
Modern Wealth Management, LLC 220.04%0.06%0.08%Q1 2024Q2 20242
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
New World Advisors LLC 110.23%1.38%2.52%Q4 2021Q2 20222
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q3 20152
Counsel Portfolio Services Inc. 220.81%0.91%1.02%Q4 2015Q1 20162
CAUSEWAY CAPITAL MANAGEMENT LLC 110.11%2.32%4.53%Q1 2022Q3 20222
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2015Q4 20162
GRAND WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Manifold Partners, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Yeomans Consulting Group, Inc. 220.11%2.36%4.62%Q4 2023Q1 20242
AlphaStar Capital Management, LLC 110.04%0.06%0.07%Q4 2017Q3 20232
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.10%0.11%0.12%Q2 2023Q2 20242
BOS Asset Management, LLC 220.34%0.41%0.47%Q3 2023Q4 20232
Strategic Wealth Partners Group, LLC 220.59%0.78%0.98%Q1 2018Q2 20182
American Financial Network Advisory Services LLC 220.02%0.02%0.02%Q3 2017Q4 20172
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Investment Advisory Group, LLC 220.22%0.23%0.24%Q4 2021Q1 20222
MBM Wealth Consultants, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
INSTRUMENTAL WEALTH, LLC 220.10%0.16%0.22%Q4 2023Q1 20242
Pathway Financial Advisors LLC 220.25%0.55%0.85%Q3 2018Q4 20182
Clear Perspectives Financial Planning, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q1 2018Q4 20182
Grove Bank & Trust 110.00%0.00%0.01%Q1 2023Q3 20232
STRALEM & CO INC 220.04%0.05%0.05%Q1 2020Q2 20202
Hilltop National Bank 220.10%0.10%0.11%Q1 2024Q2 20242
Princeton Global Asset Management LLC 220.00%0.01%0.01%Q1 2024Q2 20242
Winthrop Advisory Group LLC 220.16%0.16%0.17%Q4 2021Q1 20222
SYSTM Wealth Solutions LLC 220.01%0.01%0.01%Q4 2023Q1 20242
Destination Wealth Management 220.00%0.00%0.00%Q1 2018Q2 20182
Manhattan West Asset Management, LLC 220.14%0.15%0.16%Q1 2024Q2 20242
GQ Asset Management, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
US FINANCIAL ADVISORS, LLC 220.10%0.11%0.12%Q4 2020Q1 20212
CAROLINAS WEALTH CONSULTING LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Advance Capital Management, Inc. 220.03%0.04%0.05%Q4 2021Q1 20222
RAND WEALTH, LLC 220.33%0.34%0.34%Q2 2018Q3 20182
Geneva Advisors, LLC 220.01%0.01%0.02%Q1 2017Q2 20172
WELLINGTON MANAGEMENT GROUP LLP 220.01%0.01%0.01%Q1 2019Q2 20192
Beaumont Financial Partners, LLC 110.02%0.04%0.07%Q2 2021Q4 20212
Procyon Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
BAINCO INTERNATIONAL INVESTORS 221.14%1.20%1.27%Q2 2016Q3 20162
Trexquant Investment LP 110.03%0.03%0.04%Q3 2020Q1 20232
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q3 2022Q4 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20192
Alexandria Capital, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q2 20242
Eudaimonia Partners, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Alaska Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20242
Columbus Macro, LLC 220.19%0.55%0.91%Q4 2023Q1 20242
Lifeworks Advisors, LLC 220.13%0.18%0.23%Q1 2024Q2 20242
Claro Advisors LLC 220.20%0.25%0.30%Q1 2024Q2 20242
Renasant Bank 220.18%0.24%0.31%Q3 2022Q4 20222
Cordant, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Newman & Schimel, LLC 220.17%0.18%0.20%Q4 2020Q1 20212
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
Pacific Life Fund Advisors LLC 220.26%0.70%1.13%Q4 2023Q1 20242
CoreFirst Bank & Trust 110.03%0.04%0.06%Q4 2022Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.05%0.06%Q1 2021Q2 20212
Braun-Bostich & Associates Inc. 221.02%1.24%1.46%Q1 2024Q2 20242
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 220.01%0.02%0.02%Q4 2023Q1 20242
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q3 20232
FIRST NATIONAL TRUST CO 220.02%0.02%0.03%Q1 2018Q2 20182
J.Safra Asset Management Corp 220.06%0.09%0.12%Q1 2016Q2 20162
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
Ford Financial Group, LLC 110.01%1.30%2.58%Q4 2017Q2 20182
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20222
Sugarloaf Wealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
LANDAAS & CO /WI /ADV 110.00%0.00%0.01%Q3 2017Q2 20182
Diversify Advisory Services, LLC 220.14%0.20%0.26%Q1 2024Q2 20242
First Pacific Financial 220.00%0.00%0.00%Q4 2023Q1 20242
Gen-Wealth Partners Inc 221.17%1.60%2.03%Q1 2024Q2 20242
Strategic Wealth Partners, Ltd. 110.12%0.16%0.20%Q3 2021Q3 20222
Bellwether Investment Group, LLC 220.02%0.04%0.06%Q4 2016Q1 20172
Kovitz Investment Group Partners, LLC 220.02%0.03%0.04%Q1 2024Q2 20242
Piscataqua Savings Bank 110.00%0.00%0.00%Q1 2021Q1 20242
True Wealth Design, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Boltwood Capital Management 220.16%0.17%0.18%Q2 2018Q3 20182
Elk River Wealth Management, LLC 110.05%0.06%0.06%Q1 2021Q1 20222
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Karpus Management, Inc. 220.24%0.29%0.34%Q1 2021Q2 20212
EWA, LLC 223.24%4.12%5.00%Q1 2024Q2 20242
Worth Asset Management, LLC 220.03%0.06%0.08%Q4 2022Q1 20232
Peninsula Wealth, LLC 220.67%1.03%1.38%Q1 2024Q2 20242
CEDRUS LLC 220.41%0.58%0.76%Q4 2021Q1 20222
TIEDEMANN TRUST CO 220.26%0.28%0.30%Q1 2016Q2 20162
TORONTO DOMINION BANK 220.00%0.00%0.00%Q4 2023Q1 20242
Schoolcraft Capital LLC 220.05%0.05%0.05%Q1 2024Q2 20242
MACQUARIE GROUP LTD 110.00%0.01%0.01%Q1 2019Q4 20212
Jane Street Holding, LLC 220.04%0.06%0.07%Q2 2013Q3 20132
Capital Square, LLC 220.18%0.20%0.22%Q3 2022Q4 20222
Beaumont Capital Management, LLC 110.32%0.76%1.20%Q2 2021Q4 20212
Dynasty Wealth Management, LLC 220.09%0.11%0.14%Q1 2024Q2 20242
Brick & Kyle, Associates 220.04%0.04%0.04%Q1 2015Q2 20152
Mosaic Family Wealth, LLC 220.07%0.07%0.07%Q1 2018Q2 20182
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q1 2024Q2 20242
BASSO CAPITAL MANAGEMENT, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q2 2020Q2 20201
HBW ADVISORY SERVICES LLC 110.07%0.07%0.07%Q1 2021Q1 20211
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Atlas Brown,Inc. 110.07%0.07%0.07%Q1 2024Q1 20241
New Harbor Financial Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Hernani Holdings LLC 111.91%1.91%1.91%Q4 2020Q4 20201
Tidemark, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2023Q4 20231
Blueprint Investment Partners LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Rice Partnership, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Essex LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Heritage Family Offices, LLP 110.24%0.24%0.24%Q2 2024Q2 20241
Rossmore Private Capital 110.06%0.06%0.06%Q4 2017Q4 20171
East Coast Asset Management, LLC. 110.12%0.12%0.12%Q4 2015Q4 20151
Essex Financial Services, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Tolleson Wealth Management, Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
MAGNOLIA CAPITAL ADVISORS LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Lenox Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Redwood Wealth Management Group, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
WEALTHGARDEN F.S. LLC 110.79%0.79%0.79%Q2 2024Q2 20241
STUDIO INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NewDay Solutions, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Meiji Yasuda Life Insurance Co 110.05%0.05%0.05%Q3 2016Q3 20161
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2024Q2 20241
City State Bank 110.00%0.00%0.00%Q1 2024Q1 20241
Paracle Advisors, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Black Swift Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Grandview Asset Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OARSMAN CAPITAL, INC. 110.07%0.07%0.07%Q4 2023Q4 20231
My Personal CFO, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
1620 INVESTMENT ADVISORS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Main Street Research LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Tevis Investment Management 110.10%0.10%0.10%Q4 2021Q4 20211
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Live Your Vision, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Dunhill Financial, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q2 2024Q2 20241
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
KMG FIDUCIARY PARTNERS, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Mount Lucas Management LP 113.02%3.02%3.02%Q1 2022Q1 20221
QUEST CAPITAL MANAGEMENT INC /ADV 110.21%0.21%0.21%Q4 2018Q4 20181
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
FULTON BANK, N.A. 110.02%0.02%0.02%Q2 2022Q2 20221
All Season Financial Advisors, Inc. 112.15%2.15%2.15%Q2 2024Q2 20241
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Coastal Bridge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Fortitude Family Office, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Field & Main Bank 110.01%0.01%0.01%Q4 2020Q4 20201
Cornerstone Investment Partners, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
San Luis Wealth Advisors LLC 110.07%0.07%0.07%Q1 2022Q1 20221
S.A. Mason LLC 110.07%0.07%0.07%Q2 2024Q2 20241
Pinnacle Wealth Advisors 110.15%0.15%0.15%Q2 2021Q2 20211
THOMPSON SIEGEL & WALMSLEY LLC 110.11%0.11%0.11%Q3 2019Q3 20191
MONTAGE INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
CUTLER INVESTMENT COUNSEL LLC 110.18%0.18%0.18%Q1 2016Q1 20161
ANCHOR CAPITAL ADVISORS LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Janney Capital Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Koesten, Hirschmann & Crabtree, INC. 110.03%0.03%0.03%Q1 2024Q1 20241
Capital Investment Counsel, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.33%0.33%0.33%Q2 2021Q2 20211
1900 WEALTH MANAGEMENT LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Summit Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
CCG WEALTH MANAGEMENT, LLC 110.95%0.95%0.95%Q3 2021Q3 20211
FOCUS FINANCIAL NETWORK INC /ADV 110.27%0.27%0.27%Q4 2023Q4 20231
MCDONALD PARTNERS LLC 110.31%0.31%0.31%Q4 2021Q4 20211
FULLCIRCLE WEALTH LLC 110.39%0.39%0.39%Q2 2024Q2 20241
USA FINANCIAL FORMULAS 110.20%0.20%0.20%Q2 2017Q2 20171
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Sepio Capital, LP 110.05%0.05%0.05%Q3 2023Q3 20231
Advisor Resource Council 110.07%0.07%0.07%Q3 2021Q3 20211
BANQUE PICTET & CIE SA 110.08%0.08%0.08%Q4 2013Q4 20131
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Jefferies Group LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Genesee Capital Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
IAM Advisory, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GENWORTH FINANCIAL INC 110.09%0.09%0.09%Q2 2013Q2 20131
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Financial Network Wealth Advisors LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Pacer Advisors, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Hardin Capital Partners, LLC 110.43%0.43%0.43%Q2 2024Q2 20241
Resonant Capital Advisors, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Context Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
RIVERSEDGE ADVISORS, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
Sagace Wealth Management LLC 111.68%1.68%1.68%Q2 2024Q2 20241
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q1 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2024Q2 20241
DAGCO, INC. 112.37%2.37%2.37%Q4 2023Q4 20231
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Rede Wealth, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Alternative Investment Advisors, LLC. 113.84%3.84%3.84%Q3 2023Q3 20231
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
SFI Advisors, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Ferris Capital, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Tennessee Valley Asset Management Partners 110.01%0.01%0.01%Q4 2023Q4 20231
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
CS MCKEE LP 110.02%0.02%0.02%Q1 2014Q1 20141
Sterling Manor Financial, LLC 114.10%4.10%4.10%Q1 2022Q1 20221
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RWA WEALTH PARTNERS, LLC 110.07%0.07%0.07%Q1 2024Q1 20241
PGIM Custom Harvest LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Bristlecone Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
REDMONT WEALTH ADVISORS LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Bull Oak Capital, LLC 118.04%8.04%8.04%Q2 2022Q2 20221
Ignite Planners, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Berman Capital Advisors, LLC 110.61%0.61%0.61%Q4 2017Q4 20171
Unique Wealth Strategies, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Yorktown Management & Research Co Inc 110.06%0.06%0.06%Q4 2016Q4 20161
Ulland Investment Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Charles Schwab Trust Co 110.08%0.08%0.08%Q4 2019Q4 20191
Peak Financial Management, Inc. 110.08%0.08%0.08%Q2 2022Q2 20221
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q4 2023Q4 20231
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Wilmington Trust Investment Management, LLC 116.08%6.08%6.08%Q2 2013Q2 20131
SAWGRASS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Valmark Advisers, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Crown Wealth Group, LLC 110.63%0.63%0.63%Q4 2021Q4 20211
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Granite Investment Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MB Generational Wealth, LLC 110.16%0.16%0.16%Q1 2024Q1 20241
White Lighthouse Investment Management Inc. 110.12%0.12%0.12%Q4 2017Q4 20171
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BluePath Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Vident Investment Advisory, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.22%0.22%0.22%Q4 2019Q4 20191
Detalus Advisors, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
IBEX WEALTH ADVISORS 110.04%0.04%0.04%Q4 2016Q4 20161
Pathway Financial Advisers, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Shore Point Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Able Wealth Management LLC 110.15%0.15%0.15%Q4 2023Q4 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ESL Trust Services, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Seaside Wealth Management, Inc. 110.17%0.17%0.17%Q2 2022Q2 20221
SMITH SHELLNUT WILSON LLC /ADV 110.02%0.02%0.02%Q3 2021Q3 20211
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
ASHTON THOMAS SECURITIES, LLC 110.53%0.53%0.53%Q2 2024Q2 20241
FPC INVESTMENT ADVISORY, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Glassy Mountain Advisors, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Caprock Group, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Banyan Partners, LLC 110.46%0.46%0.46%Q3 2013Q3 20131
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Destiny Wealth Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Curtis Advisory Group, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
tru Independence LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Guidant Wealth Advisors 110.02%0.02%0.02%Q1 2017Q1 20171
GGM Financials LLC 110.69%0.69%0.69%Q2 2024Q2 20241
Stratos Investment Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Kraft, Davis & Associates, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Stuart Chaussee & Associates, Inc. 117.74%7.74%7.74%Q3 2017Q3 20171
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BlackRock Institutional Trust Company, N.A. 110.04%0.04%0.04%Q4 2016Q4 20161
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Global Assets Advisory, LLC 110.47%0.47%0.47%Q2 2024Q2 20241
HARTLINE INVESTMENT CORP/ 110.39%0.39%0.39%Q3 2022Q3 20221
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Empowered Funds, LLC 110.13%0.13%0.13%Q1 2024Q1 20241
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
CX Institutional 110.00%0.00%0.00%Q2 2020Q2 20201
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.21%0.21%0.21%Q3 2018Q3 20181
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Eaton Financial Holdings Company, LLC 110.63%0.63%0.63%Q1 2024Q1 20241
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Chris Bulman Inc 110.02%0.02%0.02%Q2 2024Q2 20241
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Apriem Advisors 110.00%0.00%0.00%Q2 2015Q2 20151
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CANADA LIFE ASSURANCE Co 110.00%0.00%0.00%Q1 2016Q1 20161
Highland Private Wealth Management 113.15%3.15%3.15%Q1 2018Q1 20181
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2017Q2 20171
Running Point Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Advisory Resource Group 110.11%0.11%0.11%Q3 2019Q3 20191
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Blackhawk Capital Partners LLC. 110.01%0.01%0.01%Q2 2018Q2 20181
Cable Hill Partners, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2024Q2 20241
Discipline Wealth Solutions, LLC 110.30%0.30%0.30%Q2 2024Q2 20241
Claret Asset Management Corp 110.04%0.04%0.04%Q1 2019Q1 20191
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q4 2022Q4 20221
Claybrook Capital, LLC 110.94%0.94%0.94%Q4 2018Q4 20181
Cerro Pacific Wealth Advisors LLC 111.83%1.83%1.83%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
OTA Financial Group L.P. 111.35%1.35%1.35%Q1 2014Q1 20141
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
3Chopt Investment Partners, LLC 110.12%0.12%0.12%Q4 2023Q4 20231
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Noked Capital LTD 115.68%5.68%5.68%Q3 2019Q3 20191
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 116.34%6.34%6.34%Q1 2015Q1 20151
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Foundry Financial Group, Inc. 110.19%0.19%0.19%Q4 2023Q4 20231
ROBERTSON STEPHENS ADVISORS LLC 111.65%1.65%1.65%Q4 2016Q4 20161
Copperwynd Financial, LLC 110.65%0.65%0.65%Q4 2017Q4 20171
Joseph P. Lucia & Associates, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Raab & Moskowitz Asset Management LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Quadrature Capital Ltd 110.06%0.06%0.06%Q1 2024Q1 20241
Power Corp of Canada 111.53%1.53%1.53%Q1 2022Q1 20221
Noked Israel Ltd 115.68%5.68%5.68%Q3 2019Q3 20191
Wells Financial Advisors INC 110.32%0.32%0.32%Q2 2024Q2 20241
Leisure Capital Management 110.51%0.51%0.51%Q4 2022Q4 20221
DRW Securities, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
S&CO INC 110.03%0.03%0.03%Q1 2018Q1 20181
ARES MANAGEMENT LLC 110.08%0.08%0.08%Q2 2021Q2 20211
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q4 2021Q4 20211
Fifth Third Wealth Advisors LLC 110.02%0.02%0.02%Q2 2024Q2 20241
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Core Wealth Partners LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
3EDGE Asset Management, LP 110.06%0.06%0.06%Q4 2021Q4 20211
Truvestments Capital LLC 110.01%0.01%0.01%Q1 2024Q1 20241
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q2 2018Q2 20181
Legacy Private Trust Co. 110.03%0.03%0.03%Q1 2022Q1 20221
Permit Capital Advisors, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Northstar Advisory Group, LLC 114.97%4.97%4.97%Q3 2021Q3 20211
Pacific Capital Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
Synergy Asset Management, LLC 110.79%0.79%0.79%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
BRIDGES INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q2 2024Q2 20241
Catalytic Wealth RIA, LLC 110.19%0.19%0.19%Q2 2024Q2 20241
Joseph Group Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Fulcrum Equity Management 110.22%0.22%0.22%Q2 2024Q2 20241
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Gallagher Benefit Services, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
CFO4Life, L.P. 111.28%1.28%1.28%Q4 2022Q4 20221
Silver Bridge Capital Management LLC 110.84%0.84%0.84%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Peak Asset Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
External links

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