ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 36190.00%0.04%0.31%Q1 2009Q3 202357
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.02%Q2 2013Q3 202352
Goldstein Munger & Associates 52520.19%0.60%2.36%Q4 2009Q3 202252
MUFG Americas Holdings Corp 48480.10%0.30%0.58%Q4 2010Q3 202248
First Horizon Advisors, Inc. 31150.00%0.06%0.26%Q1 2012Q3 202346
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.02%Q1 2012Q3 202346
Capital Analysts, LLC 44440.00%0.08%0.33%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.01%0.07%0.28%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.03%0.10%Q4 2012Q2 202343
COMMERCE BANK 43430.03%0.07%0.21%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.01%0.04%0.08%Q2 2013Q3 202343
Birch Hill Investment Advisors LLC 42420.03%0.04%0.07%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42420.20%0.29%0.40%Q2 2013Q3 202342
TD Capital Management LLC 42420.04%0.74%3.46%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.69%1.04%1.33%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.02%0.07%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.66%1.01%1.36%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.09%0.74%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.07%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.07%0.11%0.19%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.02%0.21%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.02%0.11%0.33%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.24%1.03%3.25%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.05%0.30%0.63%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.16%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.04%0.09%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.43%1.41%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.11%0.56%1.08%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.03%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.14%0.47%Q2 2013Q3 202342
US BANCORP \DE\ 42420.17%0.23%0.28%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.03%0.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
COLONY GROUP LLC 42420.10%0.29%1.14%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.29%1.09%2.06%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.04%0.05%0.08%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.08%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.02%0.14%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.06%0.14%0.30%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.10%Q2 2013Q3 202341
ASSOCIATED BANC-CORP 41410.01%0.02%0.05%Q3 2013Q3 202341
BOKF, NA 3290.18%0.47%0.75%Q2 2013Q3 202341
Choate Investment Advisors 21200.03%0.59%4.87%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.02%0.04%Q2 2013Q3 202341
M&T BANK CORP 26150.08%0.36%0.70%Q2 2013Q3 202341
Evanson Asset Management, LLC 40400.03%0.10%0.23%Q4 2013Q3 202340
COMERICA BANK 3910.01%0.02%0.06%Q2 2013Q3 202340
TELEMUS CAPITAL, LLC 40400.04%0.14%0.95%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40402.29%5.82%11.42%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.27%0.74%2.82%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.01%0.04%Q4 2013Q4 202340
CORTLAND ASSOCIATES INC/MO 24160.03%0.04%0.05%Q3 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 39390.01%0.08%0.24%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.03%0.06%Q1 2014Q3 202339
Creative Planning 3310.00%0.01%0.01%Q2 2013Q3 202339
SHEETS SMITH WEALTH MANAGEMENT 3720.05%0.16%0.58%Q4 2013Q3 202339
One Capital Management, LLC 39390.11%1.97%4.66%Q1 2014Q3 202339
RAYMOND JAMES TRUST N.A. 3270.02%0.04%0.07%Q2 2013Q3 202339
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3180.00%0.00%0.01%Q4 2013Q3 202339
HYMAN CHARLES D 38380.08%0.15%0.30%Q2 2014Q3 202338
DOWLING & YAHNKE LLC 38380.04%0.20%0.33%Q2 2013Q3 202238
BALASA DINVERNO & FOLTZ LLC 38380.73%1.30%3.74%Q2 2013Q3 202238
CONNING INC. 38380.01%0.03%0.04%Q2 2014Q3 202338
PINNACLE FINANCIAL PARTNERS INC 36360.11%0.28%0.66%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.02%0.03%0.06%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.05%0.08%0.10%Q2 2013Q1 202236
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 26100.06%0.12%0.16%Q2 2013Q3 202336
DIXON HUBARD FEINOUR & BROWN INC/VA 36360.09%0.23%0.35%Q3 2013Q2 202236
BSW Wealth Partners 36360.07%0.50%2.23%Q2 2013Q1 202236
Cambridge Investment Research Advisors, Inc. 2880.01%0.06%0.17%Q3 2013Q3 202336
UBS Group AG 36360.01%0.02%0.04%Q4 2014Q3 202336
Country Club Trust Company, n.a. 35352.12%3.99%6.03%Q2 2013Q4 202135
Patten Group, Inc. 3410.01%0.53%0.89%Q4 2014Q3 202335
Barrett Asset Management, LLC 35350.00%0.00%0.00%Q2 2013Q4 202135
Affiance Financial, LLC 34340.55%1.45%4.02%Q2 2015Q3 202334
Private Advisor Group, LLC 3010.00%0.03%0.16%Q3 2014Q3 202334
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 34340.24%0.59%0.88%Q2 2013Q3 202134
WEBSTER BANK, N. A. 2860.01%0.03%0.18%Q2 2013Q3 202334
FIDUCIARY TRUST CO 33330.01%0.07%0.14%Q3 2015Q3 202333
THRIVENT FINANCIAL FOR LUTHERANS 1940.00%0.04%0.12%Q4 2014Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.02%0.08%0.16%Q3 2015Q3 202333
Harbour Capital Advisors, LLC 2130.15%0.36%0.54%Q2 2013Q4 202333
Ifrah Financial Services, Inc. 3010.53%1.30%3.78%Q2 2013Q3 202333
SYNOVUS FINANCIAL CORP 2670.00%0.02%0.12%Q3 2014Q3 202333
MYCIO WEALTH PARTNERS, LLC 2710.01%0.12%0.56%Q2 2013Q3 202332
BALDWIN BROTHERS LLC/MA 32320.00%0.01%0.03%Q1 2016Q4 202332
Brinker Capital Investments, LLC 2750.00%0.08%0.50%Q2 2013Q4 202232
Rehmann Capital Advisory Group 1540.02%0.23%1.22%Q4 2008Q3 202332
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Oakworth Capital, Inc. 32320.02%0.05%0.10%Q4 2015Q3 202332
WEALTHSOURCE PARTNERS, LLC 31310.05%1.70%4.81%Q1 2016Q3 202331
Clarius Group, LLC 2740.02%0.37%0.96%Q4 2015Q3 202331
Hudock, Inc. 31310.00%0.01%0.03%Q1 2015Q3 202231
IFP Advisors, Inc 17140.00%0.05%0.31%Q4 2015Q3 202331
HSBC HOLDINGS PLC 31310.00%0.00%0.01%Q1 2016Q3 202331
JANE STREET GROUP, LLC 1110.00%0.05%0.25%Q1 2014Q3 202331
Baker Avenue Asset Management, LP 31310.12%1.42%2.21%Q1 2016Q3 202331
CITIZENS FINANCIAL GROUP INC/RI 31310.00%0.02%0.04%Q1 2016Q3 202331
Fragasso Group Inc. 2920.13%0.24%1.22%Q2 2014Q4 202331
Geneos Wealth Management Inc. 31310.05%0.09%0.14%Q1 2016Q3 202331
WRAPMANAGER INC 17130.07%0.15%0.22%Q4 2015Q3 202330
Transamerica Financial Advisors, Inc. 2310.00%0.02%0.11%Q2 2013Q3 202330
ETRADE Capital Management LLC 30300.02%0.15%1.95%Q2 2013Q3 202030
Advisory Services Network, LLC 2730.02%0.14%0.25%Q1 2016Q3 202330
TOCQUEVILLE ASSET MANAGEMENT L.P. 30300.01%0.01%0.01%Q2 2016Q3 202330
Janney Montgomery Scott LLC 2810.01%0.34%0.75%Q4 2014Q3 202330
Drexel Morgan & Co. 2640.06%0.35%0.56%Q3 2013Q1 202130
GIRARD PARTNERS LTD. 30300.08%0.50%0.97%Q2 2016Q3 202330
Sequent Asset Management, LLC 30300.02%0.70%0.91%Q2 2013Q3 202030
SVA Wealth Management, LLC 29290.04%0.18%0.56%Q4 2013Q4 202029
BTC Capital Management, Inc. 2180.09%0.15%0.35%Q2 2016Q3 202329
Burt Wealth Advisors 29290.13%0.19%0.32%Q4 2014Q4 202129
Valmark Advisers, Inc. 29290.01%0.05%0.08%Q3 2016Q3 202329
RiverFront Investment Group, LLC 29290.03%2.98%5.33%Q4 2015Q4 202229
Avantax Planning Partners, Inc. 28280.03%0.06%0.11%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.06%0.51%1.67%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 28280.01%0.06%0.20%Q4 2016Q3 202328
Sequoia Financial Advisors, LLC 28280.01%0.02%0.04%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 28280.00%0.02%0.06%Q1 2015Q4 202128
NEXT Financial Group, Inc 1410.00%0.08%0.44%Q3 2014Q4 202128
Steward Partners Investment Advisory, LLC 28280.00%0.09%0.18%Q4 2016Q3 202328
AE Wealth Management LLC 28280.06%0.85%1.54%Q4 2016Q3 202328
Nicholas Hoffman & Company, LLC. 28280.18%0.95%2.15%Q4 2016Q3 202328
WealthPLAN Partners, LLC 2120.13%0.71%6.03%Q2 2016Q4 202328
Atria Investments, Inc 1460.02%0.26%0.60%Q3 2013Q3 202328
Moisand Fitzgerald Tamayo, LLC 2520.02%0.05%0.10%Q4 2015Q3 202327
WEDBUSH SECURITIES INC 27270.02%0.04%0.07%Q1 2017Q3 202327
Cetera Advisors LLC 27270.02%0.10%0.36%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.05%0.10%Q2 2013Q4 201927
Simplicity Solutions, LLC 1440.05%0.79%1.66%Q3 2016Q2 202326
MML INVESTORS SERVICES, LLC 26260.01%0.45%1.08%Q2 2017Q3 202326
FIRST MANHATTAN CO. LLC. 26260.00%0.00%0.00%Q2 2017Q3 202326
SCS Capital Management LLC 1450.01%0.05%0.57%Q4 2016Q3 202326
MACQUARIE GROUP LTD 2420.00%0.03%0.06%Q2 2013Q4 202026
Smithfield Trust Co 26260.01%0.01%0.01%Q4 2013Q1 202026
Wharton Business Group, LLC 26260.02%0.11%0.31%Q2 2013Q3 201926
FRANKLIN RESOURCES INC 1880.00%0.00%0.00%Q2 2014Q3 202326
Autus Asset Management, LLC 2510.06%0.16%0.22%Q2 2015Q4 202126
Rinet Co LLC 26260.16%0.55%1.52%Q2 2015Q3 202126
Global Retirement Partners, LLC 1260.00%0.04%0.17%Q4 2016Q3 202325
Gradient Investments LLC 2410.00%0.00%0.01%Q1 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.27%0.84%Q3 2017Q3 202325
Torch Wealth Management LLC 25250.23%1.48%2.97%Q4 2013Q4 201925
United Asset Strategies, Inc. 25250.10%0.17%0.25%Q3 2017Q3 202325
Mariner, LLC 2410.00%0.08%0.21%Q3 2016Q3 202325
NORRIS PERNE & FRENCH LLP/MI 1780.03%0.27%0.82%Q1 2014Q3 202325
ALERUS FINANCIAL NA 25250.04%0.07%0.08%Q3 2017Q3 202325
Bartlett & Co. LLC 830.00%0.00%0.00%Q2 2015Q4 202325
Sandy Spring Bank 2140.00%0.00%0.01%Q1 2017Q3 202325
CENTRAL TRUST Co 25250.00%0.05%0.20%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.03%0.14%1.01%Q3 2017Q3 202325
Mutual Advisors, LLC 24240.06%0.14%0.34%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.11%0.20%Q4 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 2310.01%1.04%2.34%Q2 2017Q3 202324
Palisade Asset Management, LLC 24240.13%0.21%0.32%Q4 2017Q3 202324
BOK Financial Private Wealth, Inc. 24240.04%1.44%3.20%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.06%0.18%0.65%Q4 2017Q3 202324
SHAKESPEARE WEALTH MANAGEMENT, INC. 24243.90%5.24%6.16%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.02%0.09%0.21%Q4 2017Q3 202324
Wealthcare Advisory Partners LLC 1310.00%0.03%0.09%Q2 2016Q3 202324
AdvisorNet Financial, Inc 24240.01%0.23%0.44%Q4 2017Q3 202324
RWA WEALTH PARTNERS, LLC 24240.09%2.83%4.34%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 1850.01%0.02%0.06%Q2 2013Q1 201923
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
Allworth Financial LP 1210.00%0.01%0.13%Q4 2015Q3 202323
Koshinski Asset Management, Inc. 1670.05%0.17%0.42%Q1 2017Q3 202323
Sigma Planning Corp 2210.01%0.07%0.15%Q3 2017Q3 202323
Bernicke Wealth Management, Ltd. 23230.13%0.40%1.43%Q4 2014Q2 202023
BDO Wealth Advisors, LLC 2210.01%0.07%0.18%Q2 2017Q2 202323
Haverford Trust Co 23230.00%0.01%0.02%Q1 2018Q3 202323
Advisory Alpha, LLC 23230.03%0.30%0.51%Q1 2018Q3 202323
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1510.00%0.01%0.05%Q4 2015Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.12%0.27%Q2 2018Q3 202322
Valeo Financial Advisors, LLC 1570.01%0.04%0.24%Q3 2017Q3 202322
B. Riley Wealth Advisors, Inc. 2110.00%0.30%0.70%Q2 2014Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 1610.00%0.04%0.10%Q1 2017Q3 202322
Trellis Advisors, LLC 22220.22%0.36%1.04%Q2 2018Q3 202322
Ironwood Financial, llc 1840.01%0.03%0.06%Q4 2014Q2 202022
Archford Capital Strategies, LLC 1330.00%0.03%0.08%Q1 2014Q4 202022
Hanlon Investment Management, Inc. 1410.03%0.24%0.63%Q4 2014Q3 202322
Citadel Advisors 510.00%0.00%0.02%Q1 2014Q3 202322
PATTEN & PATTEN INC/TN 22220.02%0.05%0.10%Q2 2013Q3 201822
Regal Investment Advisors LLC 1010.00%0.28%0.67%Q2 2013Q3 202322
DUBUQUE BANK & TRUST CO 1620.00%1.87%3.98%Q1 2015Q3 202322
Wakefield Asset Management LLLP 21211.95%4.02%5.94%Q3 2018Q3 202321
ASPIRIANT, LLC 1110.01%0.40%3.61%Q4 2014Q2 202221
REGENTATLANTIC CAPITAL LLC 1740.01%0.01%0.02%Q2 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.47%0.90%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.45%2.33%4.06%Q4 2018Q4 202321
FINANCIAL COUNSELORS INC 1920.01%0.01%0.03%Q2 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.67%0.85%1.08%Q1 2015Q2 202021
MOTCO 1710.00%0.01%0.02%Q2 2013Q4 202121
Kingsview Wealth Management, LLC 1560.03%0.07%0.14%Q2 2018Q3 202321
CIM INVESTMENT MANAGEMENT INC 21210.16%0.21%0.28%Q2 2013Q2 201821
LEVEL FOUR ADVISORY SERVICES, LLC 1920.03%0.60%2.08%Q4 2016Q3 202321
Mascoma Wealth Management LLC 1110.00%0.01%0.02%Q4 2016Q3 202321
CWM, LLC 1210.00%0.77%0.99%Q1 2016Q3 202321
FDx Advisors, Inc. 1290.01%0.04%0.13%Q4 2015Q3 202321
JOHNSON INVESTMENT COUNSEL INC 11100.00%0.02%0.07%Q3 2016Q3 202321
NorthRock Partners, LLC 2010.16%0.67%2.37%Q4 2016Q3 202321
S. R. Schill & Associates 21212.24%4.04%6.17%Q4 2014Q4 201921
MONETA GROUP INVESTMENT ADVISORS LLC 1810.00%0.35%0.58%Q3 2015Q3 202321
FAS Wealth Partners, Inc. 21213.58%5.25%6.47%Q3 2018Q3 202321
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.14%0.31%0.66%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.23%0.35%Q4 2017Q3 202220
West Coast Financial LLC 20200.04%0.09%0.12%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.02%0.05%0.15%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1460.01%0.01%0.01%Q2 2018Q2 202320
Covenant Partners, LLC 20206.07%7.40%15.13%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.12%0.35%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.01%0.02%0.04%Q2 2013Q1 201820
MATRIX ASSET ADVISORS INC/NY 20200.06%0.09%0.14%Q4 2015Q3 202020
Clearstead Advisors, LLC 1510.00%0.05%0.19%Q4 2016Q3 202320
REGIONS FINANCIAL CORP 1410.00%0.00%0.00%Q1 2016Q4 202120
BARCLAYS PLC 1020.00%0.00%0.00%Q2 2013Q3 202120
Farmers & Merchants Trust Co of Long Beach 20200.39%0.54%0.67%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.13%1.06%2.38%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.41%1.01%1.41%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q1 2014Q3 202320
Carnegie Capital Asset Management, LLC 20200.09%0.12%0.19%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.20%0.99%2.19%Q4 2018Q3 202320
MA Private Wealth 20200.67%1.11%5.51%Q4 2018Q3 202320
MIDDLETON & CO INC/MA 20200.06%0.07%0.08%Q3 2017Q2 202220
Global Wealth Management Investment Advisory, Inc. 20200.30%0.93%1.45%Q4 2018Q3 202320
Schneider Downs Wealth Management Advisors, LP 20200.11%0.25%0.48%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JNBA Financial Advisors 19190.01%0.10%0.45%Q1 2019Q3 202319
Arete Wealth Advisors, LLC 1450.05%0.17%0.32%Q3 2017Q3 202319
Evensky & Katz LLC 19190.06%0.09%0.16%Q1 2019Q3 202319
OmniStar Financial Group, Inc. 1540.16%0.94%2.55%Q4 2017Q4 202219
ACG Wealth 1180.05%0.18%0.77%Q1 2017Q3 202219
PRUDENTIAL FINANCIAL INC 19190.00%0.02%0.05%Q1 2019Q3 202319
ASHFORD CAPITAL MANAGEMENT INC 19190.21%1.17%2.88%Q2 2013Q4 201719
Roble, Belko & Company, Inc 1180.02%0.04%0.09%Q1 2015Q1 202219
Asset Dedication, LLC 1710.00%0.00%0.02%Q4 2015Q3 202319
CPWM, LLC 19190.04%0.08%0.15%Q1 2018Q3 202219
Riverview Trust Co 19190.01%0.02%0.03%Q1 2019Q3 202319
Patriot Financial Group Insurance Agency, LLC 19190.03%0.25%0.48%Q1 2019Q3 202319
Magnus Financial Group LLC 1630.03%0.34%1.44%Q4 2018Q3 202319
Baird Financial Group, Inc. 1810.00%0.02%0.03%Q3 2018Q3 202319
MEITAV INVESTMENT HOUSE LTD 1710.00%0.01%0.02%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.03%0.06%0.15%Q1 2019Q3 202319
TAP Consulting, LLC 1710.08%0.52%1.14%Q1 2019Q3 202318
B. Riley Wealth Management, Inc. 840.00%0.62%1.40%Q1 2014Q2 202218
Merriman Wealth Management, LLC 1210.05%0.43%1.27%Q3 2013Q2 202318
Clear Creek Financial Management, LLC 18180.16%1.50%4.16%Q2 2019Q3 202318
GYL FINANCIAL SYNERGIES, LLC 1260.04%0.15%0.30%Q4 2018Q3 202318
BAINCO INTERNATIONAL INVESTORS 1530.05%1.42%1.87%Q1 2013Q4 202018
NATIONAL PLANNING CORP 18180.03%0.07%0.13%Q2 2013Q3 201718
KEYBANK NATIONAL ASSOCIATION/OH 1510.00%0.00%0.00%Q4 2012Q3 202318
PINNACLE ASSOCIATES LTD 1530.00%0.02%0.02%Q3 2013Q3 202318
Truepoint, Inc. 18180.02%0.04%0.10%Q3 2015Q4 201918
Vestmark Advisory Solutions, Inc. 18180.04%0.12%0.22%Q1 2019Q2 202318
FIRST INTERSTATE BANK 18180.00%0.00%0.00%Q3 2015Q4 201918
Cassaday & Co Inc. 910.00%0.20%0.82%Q4 2014Q4 202118
LifePlan Financial Group, Inc 18180.17%0.48%2.51%Q2 2016Q3 202018
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1710.01%0.01%0.01%Q3 2016Q1 202118
People's United Financial, Inc. 18180.01%1.39%2.54%Q4 2017Q1 202218
OneDigital Investment Advisors LLC 920.00%0.31%1.45%Q2 2017Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.03%Q2 2013Q3 201718
MGO ONE SEVEN LLC 1420.02%0.18%0.45%Q4 2017Q2 202318
CHEMICAL BANK 18180.03%0.09%0.19%Q1 2015Q2 201918
Clark Capital Management Group, Inc. 1410.03%0.08%0.22%Q4 2018Q3 202318
SVB WEALTH LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
Institute for Wealth Management, LLC. 1710.14%0.20%0.34%Q3 2017Q3 202318
Asset Planning Services, Ltd. 18180.02%0.03%0.04%Q2 2015Q3 201918
Domani Wealth, LLC 930.04%0.27%0.99%Q1 2018Q1 202317
SOL Capital Management CO 17170.14%0.17%0.25%Q3 2019Q3 202317
Relaxing Retirement Coach 17170.17%0.52%2.86%Q4 2017Q4 202117
GABLES CAPITAL MANAGEMENT INC. 17170.29%0.36%0.49%Q3 2019Q3 202317
Kovack Advisors, Inc. 1430.05%0.13%0.41%Q1 2016Q3 202317
Front Row Advisors LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Summit Asset Management, LLC 1210.07%0.14%0.23%Q4 2015Q3 202117
Sowell Financial Services LLC 1010.01%0.21%0.49%Q4 2016Q3 202317
NBT BANK N A /NY 17172.01%2.93%3.60%Q3 2019Q3 202317
Cornerstone Wealth Management, LLC 1020.02%0.10%0.35%Q2 2017Q3 202317
CAMBIAR INVESTORS LLC 1520.00%0.01%0.04%Q3 2014Q1 202017
TOWNSQUARE CAPITAL LLC 1430.01%0.02%0.09%Q2 2019Q3 202317
Leisure Capital Management 17170.22%0.68%2.44%Q3 2019Q3 202317
Steinberg Global Asset Management 17170.07%0.23%0.48%Q1 2015Q1 201917
FLOW TRADERS U.S. LLC 410.08%0.73%3.95%Q3 2013Q3 202317
Wolff Financial Management LLC 1010.19%0.61%0.82%Q4 2018Q3 202317
IndexIQ Advisors LLC 17170.00%0.21%0.53%Q1 2018Q1 202217
Wealthquest Corp 1430.38%0.58%0.77%Q2 2019Q3 202317
SIGNATUREFD, LLC 1210.00%0.01%0.06%Q4 2015Q3 202317
Capital Asset Advisory Services LLC 610.00%0.29%1.58%Q4 2016Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.11%0.31%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Avior Wealth Management, LLC 1420.00%0.01%0.02%Q1 2018Q3 202316
CRA Financial Services, LLC 920.06%0.11%0.17%Q4 2018Q2 202316
SRS Capital Advisors, Inc. 970.00%0.01%0.02%Q4 2016Q4 202016
PFG Private Wealth Management, LLC 16160.01%1.83%3.96%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.43%1.86%2.47%Q4 2019Q3 202316
WHITTIER TRUST CO 16160.00%0.00%0.00%Q4 2019Q3 202316
Csenge Advisory Group 1120.04%0.16%0.37%Q2 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.06%0.10%0.16%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 16160.01%0.16%0.35%Q4 2019Q3 202316
Omega Financial Group, LLC 16160.93%1.76%2.03%Q4 2019Q3 202316
LS Investment Advisors, LLC 16160.00%0.01%0.02%Q2 2018Q1 202216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.18%0.67%1.49%Q4 2019Q3 202316
WealthShield Partners, LLC 16160.00%1.22%1.86%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 910.00%0.01%0.02%Q4 2017Q3 202316
9258 Wealth Management, LLC 16160.07%0.09%0.17%Q4 2019Q3 202316
BB&T SECURITIES, LLC 16160.08%0.13%0.24%Q4 2015Q3 201916
BALLAST ADVISORS LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
IHT Wealth Management, LLC 510.01%0.04%0.07%Q2 2017Q3 202316
Austin Private Wealth, LLC 16161.70%3.56%5.39%Q4 2019Q3 202316
Key FInancial Inc 16161.36%2.28%3.64%Q4 2019Q3 202316
Chicago Partners Investment Group LLC 1140.00%0.04%0.06%Q2 2017Q3 202315
Orion Portfolio Solutions, LLC 1230.00%0.12%0.26%Q4 2019Q3 202315
Eudaimonia Partners, LLC 870.04%0.22%0.40%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
JAMES INVESTMENT RESEARCH INC 15150.05%0.10%0.15%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.02%0.10%0.17%Q1 2020Q3 202315
J.W. COLE ADVISORS, INC. 870.05%0.19%0.82%Q4 2019Q3 202315
CX Institutional 1410.00%0.12%0.26%Q2 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.03%0.39%0.53%Q1 2020Q3 202315
PAX Financial Group, LLC 15152.07%3.76%5.82%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.03%Q1 2020Q3 202315
Freedom Investment Management, Inc. 810.01%0.02%0.02%Q1 2017Q1 202315
COMERICA SECURITIES,INC. 1410.02%0.58%0.82%Q4 2019Q3 202315
ASSETMARK, INC 610.00%0.13%1.19%Q3 2014Q3 202315
Cresset Asset Management, LLC 1320.00%0.01%0.02%Q4 2018Q3 202315
TRUE Private Wealth Advisors 1410.00%0.19%0.42%Q3 2018Q3 202315
Day & Ennis, LLC 1410.01%2.32%3.45%Q2 2017Q3 202315
MSI Financial Services Inc 15150.01%0.11%0.32%Q2 2013Q4 201615
Stratos Wealth Advisors, LLC 15150.06%0.31%0.75%Q1 2020Q3 202315
Physician Wealth Advisors, Inc. 15151.72%2.53%3.52%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 14142.38%3.99%5.25%Q2 2020Q3 202314
LVW Advisors, LLC 14140.17%0.78%1.02%Q2 2020Q3 202314
ARGI Investment Services, LLC 910.01%0.06%0.17%Q2 2013Q4 202214
RAND WEALTH, LLC 14140.05%0.06%0.07%Q3 2013Q4 201614
OPTIMUM INVESTMENT ADVISORS 14140.01%0.02%0.02%Q3 2020Q4 202314
Financial Advocates Investment Management 14140.02%0.11%0.18%Q2 2020Q3 202314
Cetera Investment Advisers 14140.04%0.32%0.76%Q2 2020Q3 202314
Van Hulzen Asset Management, LLC 14140.25%0.69%1.12%Q2 2020Q3 202314
DAVENPORT & Co LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
Veracity Capital LLC 14140.16%0.25%0.39%Q2 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.02%0.58%0.91%Q2 2020Q3 202314
CENTAURUS FINANCIAL, INC. 1310.01%0.15%0.23%Q2 2018Q3 202314
Brookstone Capital Management 14140.07%0.19%0.59%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.09%0.22%0.57%Q2 2020Q3 202314
RFG Advisory, LLC 14140.32%0.59%0.80%Q2 2020Q3 202314
Aspire Private Capital, LLC 14140.18%0.29%0.39%Q2 2020Q3 202314
Pettinga Financial Advisors LLC 14143.18%4.88%7.03%Q2 2020Q3 202314
Sterling Capital Management LLC 14140.01%0.16%0.84%Q2 2016Q3 201914
Ancora Advisors LLC 1310.00%0.02%0.04%Q4 2016Q3 202314
Trek Financial, LLC 14140.23%0.53%0.90%Q2 2020Q3 202314
Concorde Asset Management, LLC 14141.10%2.03%3.91%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14143.42%4.53%5.25%Q2 2020Q3 202314
Perigon Wealth Management, LLC 1310.05%0.24%0.35%Q3 2011Q3 202314
Invst, LLC 14140.65%1.37%2.24%Q2 2020Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 14141.19%2.20%3.52%Q2 2020Q3 202314
NewEdge Advisors, LLC 14140.11%0.52%0.74%Q2 2020Q3 202314
Bay Harbor Wealth Management, LLC 14141.44%2.25%3.44%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.25%2.22%4.42%Q4 2019Q1 202314
Pensionmark Financial Group, LLC 14140.14%0.29%0.51%Q2 2020Q3 202314
Anchor Investment Management, LLC 14140.00%0.01%0.01%Q3 2020Q4 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
IAG Wealth Partners, LLC 14140.00%0.08%0.76%Q4 2019Q1 202314
Baystate Wealth Management LLC 14140.00%0.11%0.29%Q2 2020Q3 202314
SigFig Wealth Management, LLC 14140.08%0.20%0.36%Q2 2020Q3 202314
Jacobi Capital Management LLC 820.00%0.00%0.00%Q3 2017Q3 202114
HC FINANCIAL ADVISORS INC 14140.95%1.33%1.89%Q1 2019Q2 202214
StrategIQ Financial Group, LLC 14140.07%0.29%0.44%Q2 2020Q3 202314
IFG Advisory, LLC 14140.08%0.13%0.19%Q2 2020Q3 202314
Cooper Financial Group 14140.35%1.69%4.15%Q2 2020Q3 202314
Strategic Blueprint, LLC 14141.20%1.72%2.46%Q2 2020Q3 202314
Intelligence Driven Advisers, LLC 1310.05%4.31%9.10%Q4 2018Q3 202314
ONE Advisory Partners, LLC 14144.34%6.85%8.70%Q2 2020Q3 202314
SteelPeak Wealth, LLC 14140.56%1.05%1.64%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.09%0.19%0.34%Q2 2020Q3 202314
Mount Yale Investment Advisors, LLC 14140.24%0.49%0.90%Q2 2020Q3 202314
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14140.22%0.51%0.92%Q1 2016Q2 201914
Cypress Wealth Services, LLC 14141.53%2.18%3.26%Q2 2020Q3 202314
LIBERTY WEALTH MANAGEMENT LLC 1010.00%2.46%3.91%Q3 2019Q3 202314
Stone House Investment Management, LLC 14142.79%4.59%6.25%Q2 2020Q3 202314
CONDOR CAPITAL MANAGEMENT 14140.46%0.54%0.64%Q2 2020Q3 202314
High Falls Advisors, Inc 14142.43%4.48%6.71%Q2 2020Q3 202314
BANK OF THE WEST 950.02%0.10%0.20%Q4 2014Q4 202114
SNS Financial Group, LLC 14140.05%0.15%0.21%Q2 2015Q3 201814
Laurel Wealth Advisors LLC 14140.06%0.08%0.09%Q2 2020Q3 202314
Montecito Bank & Trust 950.05%0.09%0.21%Q2 2020Q4 202314
Summit X, LLC 14140.79%1.67%2.88%Q2 2020Q3 202314
Crestone Asset Management LLC 14140.53%2.05%4.12%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 14140.03%0.05%0.07%Q2 2020Q3 202314
Fisher Asset Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 14140.78%1.89%3.20%Q2 2020Q3 202314
AMG National Trust Bank 14140.01%0.02%0.04%Q2 2020Q3 202314
Qube Research & Technologies Ltd 820.00%0.05%0.32%Q4 2019Q3 202314
MISSION WEALTH MANAGEMENT, LP 14140.03%0.07%0.11%Q2 2020Q3 202314
Sharkey, Howes & Javer 14142.34%3.52%4.83%Q2 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 14140.25%0.38%0.57%Q2 2020Q3 202314
Horst & Graben Wealth Management LLC 14141.46%3.07%5.09%Q2 2020Q3 202314
Private Capital Group, LLC 910.01%0.16%0.37%Q1 2018Q2 202214
WESBANCO BANK INC 640.01%0.01%0.01%Q4 2019Q3 202314
Foundations Investment Advisors, LLC 14140.23%0.84%1.52%Q2 2020Q3 202314
Venturi Wealth Management, LLC 770.14%0.37%0.79%Q1 2020Q3 202314
STRATEGY ASSET MANAGERS LLC 850.06%0.21%0.41%Q2 2020Q3 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.04%0.11%0.28%Q1 2019Q3 202313
Financial Architects, Inc 410.00%0.05%0.10%Q2 2015Q2 202313
WFG Advisors, LP 760.01%0.02%0.05%Q2 2013Q2 201713
Professional Financial Advisors, LLC 13130.01%0.63%1.11%Q3 2020Q3 202313
LexAurum Advisors, LLC 13130.12%0.20%0.29%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.05%0.09%0.16%Q3 2020Q3 202313
WASHINGTON TRUST BANK 810.00%0.17%0.44%Q3 2015Q3 202313
NWAM LLC 1210.12%0.37%0.58%Q2 2020Q3 202313
QUADRANT CAPITAL GROUP LLC 720.00%0.05%0.12%Q2 2015Q3 202013
One Wealth Advisors, LLC 1210.25%2.40%4.00%Q4 2019Q3 202313
EP Wealth Advisors, LLC 1110.01%0.04%0.11%Q3 2015Q3 202313
Argent Advisors, Inc. 13130.14%0.27%0.46%Q4 2019Q4 202213
SUNTRUST BANKS INC 13130.00%0.01%0.02%Q3 2016Q3 201913
Wealth Alliance 13130.10%1.02%1.78%Q3 2020Q3 202313
Financial Enhancement Group LLC 13130.11%0.23%0.40%Q4 2016Q4 201913
MEANS INVESTMENT CO., INC. 13130.04%0.07%0.11%Q3 2020Q3 202313
Quadrant Private Wealth Management, LLC 940.14%0.33%0.61%Q2 2020Q3 202313
Vigilare Wealth Management 13130.15%0.67%1.40%Q4 2019Q4 202213
CVA Family Office, LLC 13130.02%0.12%0.23%Q2 2020Q2 202313
Western Wealth Management, LLC 850.04%0.11%0.27%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.14%0.27%0.43%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 1030.00%0.00%0.00%Q2 2020Q3 202313
TIAA CREF TRUST CO FSB/MO 13130.01%0.02%0.03%Q2 2013Q2 201613
Lido Advisors, LLC 1210.00%0.02%0.06%Q1 2018Q3 202313
Perennial Investment Advisors, LLC 760.08%0.13%0.20%Q2 2020Q3 202313
First Pacific Financial 13130.90%1.51%2.16%Q3 2020Q3 202313
Financial Partners Group, Inc 13130.06%0.13%0.17%Q3 2020Q3 202313
FIRST NATIONAL TRUST CO 940.01%0.11%0.27%Q3 2018Q4 202213
CreativeOne Wealth, LLC 13130.03%1.00%1.76%Q3 2020Q3 202313
AllSquare Wealth Management LLC 13130.01%0.01%0.01%Q2 2018Q2 202113
Beacon Financial Advisory LLC 13130.19%0.32%0.48%Q3 2020Q3 202313
Cordasco Financial Network 1210.01%0.04%0.06%Q4 2013Q1 201713
Truadvice, LLC 13130.31%1.35%2.43%Q3 2020Q3 202313
FLC Capital Advisors 13130.33%1.99%2.93%Q2 2020Q2 202313
First Heartland Consultants, Inc. 760.03%0.08%0.12%Q2 2020Q3 202313
Belpointe Asset Management LLC 1210.02%0.12%0.17%Q3 2018Q1 202313
Visionary Wealth Advisors 13130.08%0.14%0.26%Q3 2020Q3 202313
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.04%0.14%0.20%Q3 2020Q3 202313
Center for Financial Planning, Inc. 1120.00%0.00%0.00%Q2 2020Q3 202313
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
PATTON ALBERTSON MILLER GROUP, LLC 13130.06%0.34%0.97%Q3 2020Q3 202313
Snowden Capital Advisors LLC 850.16%0.23%0.29%Q2 2020Q3 202313
Smith, Salley & Associates 13130.02%0.04%0.05%Q2 2019Q2 202213
CUTLER INVESTMENT COUNSEL LLC 13130.05%0.12%0.54%Q1 2016Q1 201913
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2015Q2 202313
SG Americas Securities, LLC 610.00%0.05%0.16%Q2 2013Q3 201813
Spectrum Planning & Advisory Services Inc. 12122.66%4.82%8.82%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.01%0.01%Q4 2020Q3 202312
AGF INVESTMENTS INC. 12120.16%0.21%0.31%Q2 2016Q1 201912
Sound Income Strategies, LLC 1010.00%0.02%0.04%Q4 2017Q3 202312
Goodwin Investment Advisory 12120.24%0.92%1.70%Q4 2020Q3 202312
JOYN Advisors, Inc. 530.01%0.36%1.82%Q2 2013Q3 201812
WADE G W & INC 12120.01%0.07%0.14%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.03%0.10%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q2 2014Q4 202112
Keebeck Wealth Management, LLC 12120.30%0.87%2.03%Q4 2020Q3 202312
Aveo Capital Partners, LLC 910.04%0.18%0.90%Q4 2017Q3 202312
Dynamic Advisor Solutions LLC 750.01%0.04%0.07%Q3 2020Q3 202312
Successful Portfolios LLC 12120.31%0.55%0.73%Q2 2020Q1 202312
True Link Financial Advisors, LLC 12120.13%0.79%1.51%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.12%0.93%1.87%Q4 2020Q3 202312
Laird Norton Wetherby Wealth Management, LLC 1020.01%0.02%0.05%Q2 2020Q2 202312
CoreFirst Bank & Trust 12120.01%0.01%0.05%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.79%0.97%1.17%Q4 2020Q3 202312
BURKE & HERBERT BANK & TRUST CO 610.13%0.17%0.20%Q2 2017Q4 202112
Fluent Financial, LLC 12120.29%1.49%2.74%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.07%0.12%Q4 2020Q3 202312
WASHINGTON TRUST Co 12120.00%0.05%0.10%Q4 2020Q3 202312
Parallel Advisors, LLC 12120.01%0.03%0.14%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.22%0.49%0.68%Q4 2020Q3 202312
Legacy Wealth Planning, LLC 12121.72%2.18%2.64%Q4 2019Q3 202212
Copperleaf Capital, LLC 12121.87%2.55%3.27%Q4 2020Q3 202312
Certified Advisory Corp 1010.01%0.01%0.02%Q1 2018Q3 202312
Pinnacle Family Advisors, LLC 12120.17%0.23%0.31%Q4 2020Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
Prime Capital Investment Advisors, LLC 510.00%0.02%0.06%Q4 2017Q3 202312
Lantz Financial LLC 12120.13%0.81%1.36%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.07%0.20%Q4 2020Q3 202312
Lineweaver Wealth Advisors, LLC 932.44%3.95%5.25%Q2 2020Q3 202312
Sterling Financial Planning, Inc. 12120.80%1.43%1.79%Q4 2020Q3 202312
Ledyard National Bank 840.02%0.03%0.04%Q3 2020Q3 202312
SEI INVESTMENTS CO 1110.00%0.00%0.00%Q3 2016Q3 201912
MATHER GROUP, LLC. 810.01%0.02%0.07%Q1 2020Q3 202312
Oldfather Financial Services, LLC 12120.13%0.17%0.23%Q4 2019Q3 202212
Icon Wealth Partners, LLC 931.52%2.62%3.59%Q2 2020Q3 202312
OLD MISSION CAPITAL LLC 710.05%0.35%1.96%Q3 2015Q3 202312
Stonebridge Capital Advisors LLC 610.00%0.00%0.01%Q2 2019Q1 202312
Gladstone Institutional Advisory LLC 12120.02%0.05%0.11%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.31%0.42%0.75%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.04%0.09%0.10%Q2 2018Q1 202112
Endurance Wealth Management, Inc. 12120.00%0.00%0.00%Q3 2020Q2 202312
PFG Advisors 610.11%0.21%0.26%Q1 2018Q3 202312
1900 WEALTH MANAGEMENT LLC 12121.16%1.57%2.69%Q4 2020Q3 202312
Royal Fund Management, LLC 12120.02%0.14%0.44%Q2 2017Q1 202012
Balentine LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Clearview Wealth Advisors LLC 12121.02%2.09%3.27%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.29%0.42%0.56%Q4 2020Q3 202312
Advisors Capital Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
GHP Investment Advisors, Inc. 1110.02%0.13%0.26%Q2 2020Q3 202312
Aptus Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Atlas Private Wealth Management, LLC 12120.23%0.60%1.24%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.18%0.28%0.59%Q4 2020Q3 202312
Total Wealth Planning, LLC 510.22%0.27%0.34%Q4 2018Q3 202311
Golden State Wealth Management, LLC 710.04%0.32%0.83%Q1 2019Q1 202211
Waverly Advisors, LLC 920.01%0.02%0.07%Q3 2013Q3 202311
Lumature Wealth Partners, LLC 11110.16%0.28%0.97%Q4 2020Q2 202311
FIRETHORN WEALTH PARTNERS, LLC 832.62%3.74%5.14%Q4 2020Q3 202311
Benedetti & Gucer, Inc. 11110.62%0.79%1.07%Q1 2021Q3 202311
Tri-Star Advisors Inc. 11113.07%4.50%5.76%Q2 2020Q4 202211
Spectrum Asset Management, Inc. (NB/CA) 11110.11%1.08%2.92%Q4 2020Q2 202311
Johnson Financial Group, Inc. 11110.02%0.48%1.29%Q1 2021Q3 202311
EQ LLC 11113.83%4.77%6.45%Q4 2020Q2 202311
Confluence Wealth Management LLC 830.10%0.55%2.74%Q1 2016Q3 202011
Bradley & Co. Private Wealth Management, LLC 11110.04%0.04%0.04%Q1 2021Q3 202311
Merit Financial Group, LLC 11110.07%0.30%0.57%Q1 2021Q3 202311
Element Wealth, LLC 920.00%0.01%0.01%Q4 2020Q3 202311
F3Logic, LLC 920.01%0.18%0.94%Q1 2018Q4 202111
55I, LLC 11112.76%3.87%5.13%Q1 2020Q3 202211
Mechanics Bank Trust Department 11110.19%0.32%0.56%Q1 2021Q3 202311
SIMON QUICK ADVISORS, LLC 910.00%0.01%0.06%Q3 2017Q1 202211
Orin Green Financial, LLC 740.12%0.16%0.21%Q4 2020Q3 202311
Cribstone Capital Management, LLC 11110.03%0.04%0.05%Q2 2020Q4 202211
Sage Mountain Advisors LLC 11110.02%0.05%0.10%Q1 2021Q3 202311
Cerity Partners LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 11110.11%0.15%0.24%Q4 2019Q2 202211
Fountainhead AM, LLC 11110.14%2.72%4.92%Q1 2021Q3 202311
CARY STREET PARTNERS ASSET MANAGEMENT LLC 830.77%0.98%1.33%Q4 2020Q3 202311
Spire Wealth Management 11110.13%0.18%0.23%Q1 2021Q3 202311
MCIA Inc 11110.09%3.76%6.70%Q2 2020Q4 202211
LOGAN CAPITAL MANAGEMENT INC 11110.01%0.01%0.01%Q1 2021Q3 202311
Financial Gravity Asset Management, Inc. 530.00%0.03%0.07%Q1 2018Q3 202311
Legacy Wealth Asset Management, LLC 740.08%0.13%0.36%Q4 2020Q3 202311
Fortis Advisors, LLC 11110.03%0.06%0.09%Q1 2021Q3 202311
CAHILL FINANCIAL ADVISORS INC 11110.17%0.96%1.60%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.14%0.61%1.30%Q1 2021Q3 202311
Ausdal Financial Partners, Inc. 510.01%0.04%0.05%Q4 2015Q3 202311
Prospera Financial Services Inc 810.01%0.04%0.14%Q4 2019Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.03%0.07%Q1 2021Q3 202311
TrueWealth Advisors, LLC 11110.11%0.21%0.32%Q1 2021Q3 202311
Burleson & Company, LLC 11110.02%0.16%0.38%Q4 2019Q2 202211
Rollins Financial 830.06%0.22%0.42%Q4 2020Q3 202311
Arkadios Wealth Advisors 620.01%0.06%0.17%Q2 2020Q3 202311
RNC CAPITAL MANAGEMENT LLC 640.01%0.20%0.65%Q2 2013Q2 202310
EPG Wealth Management LLC 520.00%0.01%0.01%Q4 2019Q3 202310
Bellwether Advisors, LLC 10100.02%0.04%0.06%Q4 2020Q1 202310
Guidance Point Advisors, LLC 10100.14%0.26%0.32%Q2 2020Q3 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
North Star Investment Management Corp. 10100.03%0.04%0.04%Q2 2021Q3 202310
TANAKA CAPITAL MANAGEMENT INC 10100.01%0.02%0.02%Q2 2021Q3 202310
Keystone Financial Group 820.05%0.06%0.08%Q1 2021Q3 202310
Continuum Advisory, LLC 10100.04%0.07%0.11%Q2 2021Q3 202310
Meridian Wealth Management, LLC 910.01%0.06%0.12%Q2 2019Q3 202310
Marks Group Wealth Management, Inc 10100.12%0.58%0.87%Q2 2021Q3 202310
BEACON FINANCIAL GROUP 550.04%0.06%0.08%Q4 2020Q3 202310
SWMG, LLC 643.14%4.43%5.76%Q4 2020Q2 202310
Pachira Investments Inc. 10100.36%0.91%2.14%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.08%0.17%0.24%Q1 2021Q3 202310
MV CAPITAL MANAGEMENT, INC. 10100.01%0.51%1.12%Q4 2020Q1 202310
3D/L Capital Management, LLC 10100.07%0.10%0.13%Q1 2021Q2 202310
Virtu KCG Holdings LLC 610.00%0.02%0.04%Q3 2013Q4 201610
BAR HARBOR TRUST SERVICES 10100.06%0.45%2.09%Q4 2019Q1 202210
FULTON BREAKEFIELD BROENNIMAN LLC 10100.02%0.07%0.11%Q2 2021Q3 202310
NewFocus Financial Group, LLC 910.36%0.70%1.19%Q4 2015Q4 202010
Bison Wealth, LLC 910.00%0.05%0.34%Q4 2019Q3 202310
Fiduciary Trust Co International of Pennsylvania 510.02%0.02%0.02%Q2 2016Q1 202010
Integrated Advisors Network LLC 10100.02%0.03%0.06%Q2 2021Q3 202310
First Citizens Financial Corp 820.21%0.36%0.54%Q1 2021Q3 202310
Advocacy Wealth Management Services, LLC 910.00%0.01%0.02%Q4 2015Q1 202210
Williams Financial, LLC 612.98%4.10%5.33%Q4 2020Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.05%Q2 2018Q3 202010
Clear Perspectives Financial Planning, LLC 10100.01%0.21%0.55%Q4 2020Q1 202310
FARMERS & MERCHANTS INVESTMENTS INC 910.00%0.02%0.03%Q1 2020Q3 202310
Tactical Allocation Group LLC 640.11%2.94%5.96%Q2 2013Q2 201610
QCI ASSET MANAGEMENT INC/NY 10100.00%0.01%0.01%Q4 2017Q1 202010
Spectrum Management Group, LLC 10101.11%1.78%2.32%Q2 2020Q3 202210
MANAGED ACCOUNT SERVICES INC 10100.16%1.87%2.36%Q2 2019Q3 202110
ADIRONDACK TRUST CO 10100.00%0.02%0.04%Q2 2021Q3 202310
Squar Milner Financial Services LLC 10100.42%0.72%1.26%Q1 2018Q2 202010
Israel Discount Bank of New York 910.09%0.10%0.14%Q1 2017Q4 202110
Syverson Strege & Co 10100.00%0.00%0.01%Q4 2020Q1 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.07%0.16%0.28%Q2 2020Q3 202210
ALTERNA WEALTH MANAGEMENT, INC 820.29%0.56%1.06%Q3 2020Q3 202310
Stokes Family Office, LLC 10100.05%0.13%0.20%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.01%Q2 2016Q3 20189
First Command Advisory Services, Inc. 810.00%0.00%0.00%Q2 2018Q1 20229
Polaris Wealth Advisory Group, LLC 310.00%0.08%0.25%Q4 2013Q2 20239
Pinnacle Summer Investments, Inc. 990.09%0.32%0.61%Q4 2013Q4 20159
FINANCIAL LIFE ADVISORS 520.11%1.84%5.02%Q4 2017Q3 20239
Glassman Wealth Services 810.01%0.02%0.03%Q1 2020Q2 20229
First Bank & Trust 990.00%0.00%0.00%Q2 2020Q2 20229
NewSquare Capital LLC 410.00%0.00%0.00%Q1 2014Q3 20239
Dentgroup LLC 990.26%0.64%1.32%Q4 2021Q4 20239
HARDING LOEVNER LP 410.00%0.01%0.02%Q3 2018Q3 20239
FIRST FOUNDATION ADVISORS 710.01%0.03%0.04%Q4 2013Q3 20239
Laurel Wealth Planning LLC 990.06%0.30%0.52%Q4 2020Q4 20229
PRW Wealth Management LLC 810.20%3.45%24.04%Q2 2021Q3 20239
ERn Financial, LLC 420.05%0.87%2.78%Q4 2018Q3 20239
Stegner Investment Associates Inc. 720.26%0.75%1.04%Q3 2020Q4 20229
Northeast Financial Consultants Inc 810.02%0.02%0.02%Q2 2021Q3 20239
GeoWealth Management, LLC 410.01%0.16%0.55%Q4 2020Q3 20239
Accel Wealth Management 990.00%0.00%0.00%Q1 2021Q1 20239
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Regis Management CO LLC 540.04%0.06%0.08%Q1 2021Q3 20239
JB Capital LLC 992.81%4.79%6.41%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.04%Q2 2013Q2 20159
MEEDER ASSET MANAGEMENT INC 420.00%0.00%0.00%Q3 2019Q3 20229
OXFORD FINANCIAL GROUP, LTD. LLC 720.00%0.06%0.10%Q2 2021Q3 20239
TNF LLC 993.15%4.79%6.34%Q3 2021Q3 20239
Convergent Wealth Advisors 993.59%5.40%7.86%Q2 2013Q2 20159
RHS Financial, LLC 990.16%0.43%0.81%Q3 2021Q3 20239
OLD SECOND NATIONAL BANK OF AURORA 720.00%0.00%0.00%Q2 2021Q3 20239
Rosenberg Matthew Hamilton 990.17%0.62%1.30%Q3 2021Q3 20239
BANK OF NOVA SCOTIA TRUST CO 990.04%0.04%0.04%Q2 2013Q2 20159
Apeiron RIA LLC 880.24%2.07%3.28%Q4 2021Q3 20238
AdvicePeriod, LLC 880.03%0.07%0.16%Q3 2019Q2 20218
Revolve Wealth Partners, LLC 880.93%1.48%2.16%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Pinnacle Wealth Planning Services, Inc. 710.01%0.88%1.94%Q4 2020Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.20%0.37%0.65%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.02%Q2 2019Q2 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.02%0.03%Q2 2013Q1 20158
AXA S.A. 880.00%0.05%0.07%Q2 2013Q1 20158
TCWP LLC 880.64%1.25%2.18%Q4 2021Q3 20238
Trilogy Capital Inc. 310.02%0.16%1.14%Q3 2019Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Faithward Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Stone Point Wealth LLC 880.17%0.22%0.26%Q4 2021Q3 20238
Invesco Ltd. 310.00%0.00%0.00%Q2 2013Q4 20178
Keystone Wealth Services, LLC 880.13%0.65%1.47%Q4 2021Q3 20238
Yorktown Management & Research Co Inc 880.04%0.04%0.05%Q3 2014Q2 20168
Stearns Financial Services Group 880.02%0.18%0.30%Q4 2018Q3 20208
U.S. Capital Wealth Advisors, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
EVOKE WEALTH, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
American Trust 880.02%0.04%0.06%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.09%0.16%0.30%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.07%0.66%0.95%Q4 2021Q3 20238
Neumann Capital Management, LLC 620.08%0.10%0.11%Q4 2020Q3 20238
Ascent Group, LLC 880.09%0.19%0.46%Q4 2021Q3 20238
First Allied Advisory Services, Inc. 710.00%0.08%0.28%Q4 2017Q3 20208
PROVENCE WEALTH MANAGEMENT GROUP 881.92%2.95%4.36%Q4 2021Q3 20238
WINTRUST INVESTMENTS LLC 710.06%0.23%0.35%Q3 2020Q3 20228
W ADVISORS, LLC 881.39%2.61%3.38%Q4 2021Q3 20238
Hofer & Associates. Inc 882.00%2.30%2.53%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 880.05%0.47%1.01%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 882.58%2.83%3.06%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.26%0.57%0.99%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 882.18%2.86%3.30%Q4 2021Q3 20238
First Personal Financial Services 880.03%0.14%0.23%Q2 2016Q1 20188
CIBC Private Wealth Group, LLC 510.00%0.00%0.00%Q3 2017Q3 20238
Wealth Management Solutions, LLC 880.22%1.11%4.86%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 880.04%0.06%0.08%Q4 2020Q3 20228
VERUS CAPITAL PARTNERS, LLC 710.01%0.15%0.20%Q4 2019Q3 20238
SUTTON PLACE INVESTORS LLC 880.87%1.38%2.03%Q4 2021Q3 20238
Bridgeworth, LLC 710.01%0.04%0.06%Q2 2018Q3 20238
Atlantic Private Wealth, LLC 880.06%0.19%0.29%Q4 2021Q3 20238
West Wealth Group, LLC 884.39%6.55%8.66%Q4 2021Q3 20238
Security Financial Services, INC. 880.79%1.27%2.20%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.06%0.12%0.21%Q4 2021Q3 20238
Claro Advisors LLC 880.08%0.11%0.13%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.00%0.05%0.11%Q4 2021Q3 20238
CIBC WORLD MARKET INC. 620.00%0.00%0.00%Q3 2021Q3 20238
COOK WEALTH MANAGEMENT GROUP LLC 880.50%0.54%0.56%Q4 2021Q3 20238
Axiom Advisory, LLC 885.60%6.28%6.91%Q4 2021Q3 20238
UMB Bank, n.a. 880.01%0.01%0.01%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.48%0.57%0.73%Q4 2021Q3 20238
Financial Engines Advisors L.L.C. 410.00%0.00%0.00%Q3 2020Q2 20238
Keystone Financial Services 883.54%6.07%7.91%Q4 2021Q3 20238
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 620.00%0.00%0.01%Q3 2020Q3 20228
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.03%0.05%0.08%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.02%0.04%Q4 2020Q4 20228
Concord Wealth Partners 410.00%0.01%0.03%Q4 2020Q3 20238
VANCE WEALTH, INC. 880.52%1.45%2.40%Q4 2021Q3 20238
Horan Securities, Inc. 620.00%0.22%0.36%Q2 2020Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 883.13%4.63%6.96%Q2 2013Q1 20158
HHM Wealth Advisors, LLC 530.00%0.01%0.05%Q3 2021Q3 20238
Midwest Heritage Bank, FSB 880.38%0.99%2.10%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.60%0.80%1.00%Q4 2021Q3 20238
StoneX Group Inc. 710.09%0.17%0.37%Q2 2017Q4 20218
Pillar Wealth Advisors, LLC 880.92%1.37%2.24%Q4 2021Q3 20238
Scarborough Advisors, LLC 880.87%1.39%2.30%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.16%0.38%0.67%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.41%0.56%0.97%Q4 2021Q3 20238
Quent Capital, LLC 883.82%4.80%5.58%Q4 2021Q3 20238
Paladin Advisory Group, LLC 881.00%1.42%1.70%Q4 2021Q3 20238
Diversified, LLC 440.11%0.19%0.30%Q2 2021Q3 20238
Berger Financial Group, Inc 710.04%0.31%1.12%Q4 2020Q3 20238
Horrell Capital Management, Inc. 880.00%0.01%0.01%Q2 2013Q1 20158
Sound Financial Strategies Group, LLC 530.00%1.19%3.24%Q2 2021Q2 20238
BlackDiamond Wealth Management, LLC 881.97%2.92%4.25%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
WESTERN FINANCIAL Corp 880.13%0.19%0.30%Q4 2020Q3 20228
PATHSTONE FAMILY OFFICE, LLC 420.00%0.08%0.17%Q1 2017Q3 20238
Cypress Capital Group 880.08%0.11%0.14%Q4 2021Q3 20238
Lehman & Derafelo Financial Resources LLC 620.00%0.00%0.00%Q2 2020Q3 20228
Prosperity Planning, Inc. 620.06%0.13%0.25%Q4 2020Q2 20238
Kalos Management, Inc. 880.23%0.31%0.45%Q1 2020Q4 20218
CARDIFF PARK ADVISORS, LLC 880.10%0.13%0.18%Q4 2021Q3 20238
FIFTH THIRD SECURITIES, INC. 610.04%0.05%0.08%Q3 2018Q3 20237
ROPES WEALTH ADVISORS LLC 610.00%0.00%0.00%Q4 2017Q4 20207
Atria Wealth Solutions, Inc. 770.28%0.39%0.53%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.03%0.07%Q1 2022Q3 20237
Realta Investment Advisors 410.00%0.00%0.01%Q1 2019Q3 20237
Aspire Capital Advisors LLC 770.14%0.22%0.35%Q1 2022Q3 20237
Harbor Group, Inc. 770.29%0.71%1.17%Q1 2022Q3 20237
Edge Capital Group, LLC 610.02%0.38%0.47%Q3 2020Q2 20227
PFS Partners, LLC 770.01%0.04%0.06%Q4 2021Q2 20237
PERSONAL CFO SOLUTIONS, LLC 510.05%0.19%0.42%Q1 2020Q3 20237
Provident Wealth Management, LLC 770.61%0.78%1.25%Q1 2022Q3 20237
Opus Capital Group, LLC 770.02%0.04%0.06%Q4 2013Q2 20157
Ameritas Advisory Services, LLC 610.17%0.29%0.37%Q4 2021Q3 20237
20/20 Capital Management, Inc. 770.11%0.60%1.13%Q4 2019Q2 20217
Kistler-Tiffany Companies, LLC 610.00%0.16%0.31%Q2 2021Q2 20237
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 510.04%0.08%0.11%Q3 2020Q3 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.00%0.00%0.00%Q2 2018Q4 20197
COUNTRY CLUB BANK /GFN 771.87%2.25%2.99%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Archer Investment Corp 770.01%0.02%0.02%Q4 2019Q2 20217
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.03%Q3 2017Q2 20227
SILVER OAK SECURITIES, INCORPORATED 770.22%0.28%0.34%Q1 2022Q3 20237
BMS Financial Advisors, LLC 771.41%2.97%4.26%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
HawsGoodwin Investment Management LLC 775.67%6.08%6.69%Q2 2020Q4 20217
COURIER CAPITAL LLC 520.02%0.03%0.06%Q4 2020Q3 20237
Sunbelt Securities, Inc. 430.01%0.05%0.09%Q4 2020Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.10%0.30%0.88%Q1 2021Q4 20227
VIVID FINANCIAL MANAGEMENT, INC. 774.26%4.83%5.38%Q2 2020Q4 20217
Interchange Capital Partners, LLC 770.27%0.96%1.70%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.12%1.04%1.86%Q1 2022Q3 20237
LMCG INVESTMENTS, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
GREENLEAF TRUST 770.01%0.10%0.14%Q1 2022Q3 20237
RDA Financial Network 410.09%0.19%0.35%Q2 2020Q2 20237
SAGE FINANCIAL GROUP INC 610.03%0.09%0.30%Q4 2021Q3 20237
Ameritas Investment Company, LLC 310.00%0.07%0.18%Q1 2019Q3 20217
CAMBRIDGE TRUST CO 430.00%0.00%0.01%Q4 2021Q3 20237
Covington Capital Management 610.00%0.01%0.01%Q2 2020Q3 20227
Miller Investment Management, LP 430.03%0.04%0.04%Q4 2021Q3 20237
BlackRock Institutional Trust Company, N.A. 770.00%0.00%0.00%Q3 2013Q1 20157
TSFG, LLC 430.01%0.02%0.04%Q2 2020Q3 20237
TCF National Bank 770.17%0.21%0.24%Q3 2019Q1 20217
FIRST AMERICAN TRUST, FSB 520.04%0.06%0.10%Q1 2021Q3 20237
KINGS POINT CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2014Q2 20167
Private Ocean, LLC 610.00%0.01%0.01%Q1 2021Q2 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
NVWM, LLC 520.00%0.00%0.00%Q4 2018Q3 20237
ICA Group Wealth Management, LLC 770.02%0.07%0.12%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 610.14%0.24%0.36%Q4 2021Q3 20237
Navis Wealth Advisors, LLC 770.44%0.50%0.55%Q4 2020Q2 20227
Renaissance Technologies 520.00%0.00%0.00%Q2 2021Q1 20237
Washington Trust Advisors, Inc. 770.00%0.01%0.01%Q4 2021Q2 20237
EUDAIMONIA ADVISORS LLC 770.21%0.26%0.35%Q1 2022Q3 20237
MARINO, STRAM & ASSOCIATES LLC 510.06%0.11%0.13%Q1 2021Q2 20237
Placemark Investments, Inc. 770.02%0.03%0.05%Q2 2013Q4 20147
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.00%0.00%0.00%Q4 2015Q1 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Winslow, Evans & Crocker, Inc. 770.02%0.02%0.02%Q4 2013Q2 20157
Kowal Investment Group, LLC 770.07%0.08%0.10%Q1 2022Q3 20237
CGN Advisors LLC 520.03%0.24%0.48%Q4 2020Q4 20237
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
FLAGSTAR ADVISORS INC 310.05%0.07%0.09%Q3 2021Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.11%0.42%0.68%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.03%0.06%0.14%Q2 2022Q3 20236
M Holdings Securities, Inc. 410.04%0.13%0.26%Q4 2013Q1 20236
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.00%Q2 2020Q3 20216
RITTER DANIHER FINANCIAL ADVISORY LLC 660.06%0.07%0.08%Q4 2020Q1 20226
Blue Trust, Inc. 660.25%0.30%0.38%Q2 2022Q3 20236
Roger Wittlin Investment Advisory, LLC 330.34%1.26%2.62%Q4 2021Q3 20236
My Personal CFO, LLC 420.17%0.20%0.24%Q4 2021Q3 20236
Savior LLC 660.00%0.04%0.08%Q4 2020Q1 20226
Summit Trail Advisors, LLC 660.03%0.12%0.38%Q3 2021Q4 20226
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Neuberger Berman Group LLC 210.00%0.00%0.00%Q4 2018Q4 20226
Tranquility Partners, LLC 660.13%0.18%0.29%Q2 2022Q3 20236
Selective Wealth Management, Inc. 510.02%0.06%0.12%Q2 2020Q3 20226
PACES FERRY WEALTH ADVISORS, LLC 410.08%0.48%0.90%Q3 2020Q3 20236
Knott David M Jr 660.01%0.01%0.01%Q2 2022Q3 20236
Allegheny Financial Group LTD 660.17%0.21%0.27%Q2 2022Q3 20236
Tanglewood Wealth Management, Inc. 660.11%1.11%1.48%Q2 2022Q3 20236
Bangor Savings Bank 510.00%0.01%0.07%Q3 2019Q2 20236
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Obsidian Personal Planning Solutions LLC 663.64%4.77%5.19%Q2 2022Q3 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.16%0.20%0.24%Q2 2020Q3 20216
Wealthspire Advisors, LLC 510.01%0.02%0.02%Q1 2022Q3 20236
CFS Investment Advisory Services, LLC 410.57%2.19%3.04%Q4 2020Q2 20236
Athena Investment Management 660.26%0.28%0.29%Q2 2022Q3 20236
Emerson Wealth, LLC 660.02%0.02%0.02%Q1 2021Q2 20226
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 310.02%0.04%0.05%Q2 2015Q3 20236
MONECO Advisors, LLC 330.08%0.12%0.14%Q3 2021Q3 20236
Source Financial Advisors LLC 660.08%0.63%0.94%Q4 2020Q1 20226
Bristlecone Advisors, LLC 660.03%0.03%0.03%Q2 2022Q3 20236
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q4 2018Q2 20236
Teamwork Financial Advisors, LLC 510.04%0.11%0.20%Q2 2020Q3 20226
Rockbridge Investment Management, LCC 660.02%0.02%0.03%Q3 2020Q4 20216
Alera Investment Advisors, LLC 510.01%0.19%0.41%Q4 2018Q2 20236
True North Advisors, LLC 660.06%0.08%0.09%Q1 2021Q2 20226
SCOTIA CAPITAL INC. 410.00%0.00%0.02%Q2 2013Q3 20236
Karn, Couzens & Associates, Inc. 660.56%0.71%0.80%Q4 2020Q1 20226
CULLEN/FROST BANKERS, INC. 310.00%0.01%0.01%Q3 2020Q3 20236
Financial Management Professionals, Inc. 510.00%1.41%1.86%Q4 2019Q2 20236
Newton One Investments LLC 660.00%0.00%0.01%Q2 2021Q3 20226
Beacon Capital Management, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
ShoreHaven Wealth Partners, LLC 662.20%2.83%4.94%Q2 2022Q3 20236
Rede Wealth, LLC 660.45%0.55%0.58%Q4 2020Q1 20226
Hardy Reed LLC 420.04%0.17%0.25%Q1 2022Q3 20236
CALTON & ASSOCIATES, INC. 420.04%0.20%0.85%Q4 2017Q4 20216
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
COOKSON PEIRCE & CO INC 660.02%0.03%0.04%Q3 2020Q4 20216
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.01%0.01%Q2 2022Q3 20236
Lucia Wealth Services, LLC 660.16%0.62%1.70%Q4 2017Q1 20196
Y-Intercept (Hong Kong) Ltd 410.03%0.08%0.18%Q3 2021Q3 20236
Smart Money Group LLC 421.23%2.61%3.57%Q1 2018Q3 20206
Betterment LLC 660.00%0.00%0.00%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.06%0.08%0.10%Q2 2013Q3 20146
Simplicity Wealth,LLC 510.28%3.39%5.39%Q4 2021Q3 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 661.50%2.51%4.53%Q2 2022Q3 20236
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2014Q1 20226
PRIVATE TRUST CO NA 660.11%0.12%0.13%Q2 2022Q3 20236
MKD WEALTH COACHES, LLC 660.80%1.52%1.75%Q3 2020Q4 20216
CENTRAL BANK & TRUST CO 660.01%0.03%0.04%Q3 2015Q4 20166
OPPENHEIMER ASSET MANAGEMENT INC. 660.10%0.11%0.12%Q2 2020Q3 20216
Intrua Financial, LLC 660.13%0.22%0.33%Q1 2021Q2 20226
Biltmore Capital Advisors LLC 660.25%1.54%2.04%Q3 2020Q4 20216
Kathmere Capital Management, LLC 660.05%0.80%1.03%Q2 2022Q3 20236
Sightline Wealth Advisors, LLC 660.27%0.28%0.31%Q2 2021Q3 20226
Insight Wealth Strategies, LLC 550.13%0.25%0.30%Q3 2020Q3 20215
Cornerstone Wealth Advisors, Inc. 550.13%0.21%0.25%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.12%0.14%0.16%Q4 2021Q4 20225
Prestige Wealth Management Group LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Hudson Portfolio Management LLC 320.22%0.23%0.26%Q4 2021Q2 20235
Kernodle & Katon Asset Management Group, LLC 410.00%0.01%0.02%Q4 2015Q1 20175
Strengthening Families & Communities, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Willingdon Wealth Management 210.00%0.00%0.01%Q4 2017Q4 20195
Dorsey & Whitney Trust CO LLC 550.18%0.26%0.32%Q3 2022Q3 20235
Addison Advisors LLC 550.01%0.07%0.10%Q3 2022Q3 20235
Karpus Management, Inc. 550.25%0.47%0.64%Q2 2020Q2 20215
TIAA, FSB 550.00%0.03%0.05%Q2 2022Q2 20235
Zullo Investment Group, Inc. 550.02%0.03%0.04%Q4 2021Q4 20225
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 550.09%0.11%0.11%Q1 2021Q1 20225
Kerntke Otto McGlone Wealth Management Group 410.00%0.90%1.22%Q3 2020Q4 20225
BHF RG Capital Inc. 550.36%0.65%0.95%Q2 2020Q2 20215
Wayfinding Financial, LLC 550.17%0.21%0.24%Q4 2021Q4 20225
Strategic Asset Management, LLC 551.73%1.93%2.23%Q3 2021Q3 20225
Fulcrum Capital LLC 550.38%0.45%0.59%Q1 2021Q1 20225
Tempus Wealth Planning, LLC 550.37%0.38%0.39%Q3 2022Q3 20235
MMA ASSET MANAGEMENT LLC 551.57%2.08%2.64%Q3 2022Q3 20235
S.C. Financial Services, Inc. 550.86%1.17%1.85%Q4 2021Q4 20225
Bedel Financial Consulting, Inc. 551.80%2.16%2.58%Q2 2022Q2 20235
Retirement Group, LLC 410.00%0.03%0.04%Q3 2020Q2 20235
Cascadia Advisory Services, LLC 320.42%0.48%0.53%Q2 2020Q3 20215
SBK Financial, Inc. 551.42%1.58%1.79%Q4 2021Q4 20225
M. Kraus & Co 550.11%0.12%0.14%Q2 2021Q2 20225
Wilmington Trust, National Association 550.86%0.89%0.94%Q2 2013Q2 20145
Plante Moran Financial Advisors, LLC 310.00%0.02%0.03%Q3 2014Q3 20235
BOSTON FINANCIAL MANGEMENT LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Farmers National Bank 320.04%0.05%0.05%Q4 2017Q2 20195
Colony Family Offices, LLC 550.15%0.17%0.19%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.16%3.29%4.49%Q4 2022Q4 20235
Laurel Wealth Advisors, Inc. 550.02%0.04%0.05%Q4 2021Q4 20225
WealthPlan Investment Management, LLC 410.01%0.11%0.26%Q1 2022Q2 20235
W.H. Cornerstone Investments Inc. 551.33%1.49%1.84%Q3 2022Q3 20235
MONEYWISE, INC. 550.14%0.15%0.16%Q4 2020Q4 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
WILMINGTON TRUST CO 550.66%0.71%0.78%Q2 2013Q2 20145
Empire Life Investments Inc. 550.02%0.03%0.04%Q1 2021Q1 20225
Private Advisory Group LLC 552.31%3.08%3.66%Q2 2017Q2 20185
Oxinas Partners Wealth Management LLC 550.78%0.83%0.93%Q4 2020Q4 20215
Moors & Cabot, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
Marion Wealth Management 550.10%2.52%4.56%Q4 2021Q4 20225
Golden State Equity Partners 550.20%0.23%0.29%Q1 2021Q1 20225
Edge Advisors, LLC 550.00%0.01%0.02%Q2 2017Q2 20185
MAI Capital Management 550.01%0.01%0.01%Q3 2022Q3 20235
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
Ten Capital Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
Thrive Capital Management, LLC 550.17%0.30%0.51%Q4 2020Q4 20215
Industrial Alliance Investment Management Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
CREDIT SUISSE AG/ 550.00%0.00%0.00%Q4 2014Q4 20155
Herold Advisors, Inc. 310.01%0.07%0.14%Q3 2021Q3 20235
Capital Planning LLC 550.24%0.26%0.28%Q4 2020Q4 20215
HYA Advisors, Inc 550.10%2.21%3.83%Q2 2021Q2 20225
STEEL GROVE CAPITAL ADVISORS, LLC 550.04%0.05%0.08%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.04%0.05%0.06%Q4 2016Q4 20175
B.O.S.S. Retirement Advisors, LLC 550.39%0.42%0.45%Q4 2022Q4 20235
James J. Burns & Company, LLC 550.19%0.46%0.68%Q3 2022Q3 20235
Milestone Investment Advisors LLC 440.29%0.31%0.34%Q4 2022Q3 20234
Kissinger Financial Services LLC 443.12%3.36%3.52%Q3 2016Q2 20174
Hoxton Planning & Management, LLC 442.38%2.91%3.48%Q4 2022Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 310.00%0.12%0.39%Q4 2020Q4 20224
SALEM INVESTMENT COUNSELORS INC 310.00%0.00%0.00%Q1 2021Q3 20234
Clarus Wealth Advisors 440.02%0.03%0.04%Q2 2018Q1 20194
HB Wealth Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
ROCKLAND TRUST CO 440.03%0.05%0.08%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.01%0.01%0.01%Q4 2018Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.46%0.60%0.80%Q4 2022Q3 20234
Evercore Wealth Management, LLC 440.02%0.09%0.29%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.06%0.59%1.32%Q4 2021Q3 20224
BEACON FINANCIAL PLANNING, INC 440.17%0.20%0.22%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Paloma Partners Management Co 310.00%0.00%0.01%Q1 2019Q3 20204
Gateway Wealth Partners, LLC 440.22%0.28%0.32%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
CONSILIO WEALTH ADVISORS, LLC 445.45%6.35%6.78%Q4 2022Q3 20234
Kaizen Financial Strategies 220.19%0.30%0.54%Q4 2020Q4 20214
Farther Finance Advisors, LLC 441.32%1.58%1.90%Q4 2022Q3 20234
Family Firm, Inc. 440.06%0.06%0.07%Q4 2022Q3 20234
Trexquant Investment LP 210.01%0.02%0.05%Q1 2020Q3 20224
Meridian Wealth Partners, LLC 441.06%1.49%1.83%Q1 2021Q4 20214
Commonwealth Retirement Investments LLC 440.75%1.01%1.21%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gratus Capital, LLC 440.53%0.63%0.70%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.41%0.77%1.14%Q1 2023Q4 20234
MILESTONE WEALTH, LLC 440.02%0.03%0.05%Q4 2021Q3 20224
KMG FIDUCIARY PARTNERS, LLC 440.16%0.18%0.24%Q4 2022Q3 20234
Ellevest, Inc. 210.00%0.00%0.01%Q4 2019Q1 20224
Mill Creek Capital Advisors, LLC 440.13%0.28%0.39%Q4 2022Q3 20234
BBVA USA Bancshares, Inc. 310.01%0.01%0.01%Q2 2013Q2 20144
Verdence Capital Advisors LLC 440.10%0.18%0.39%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.72%0.87%0.96%Q4 2022Q3 20234
Bramshill Investments, LLC 440.04%0.08%0.14%Q2 2017Q1 20184
Syntal Capital Partners, LLC 440.06%0.08%0.10%Q1 2014Q4 20144
Corient Private Wealth LLC 440.06%0.09%0.13%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
HOWE & RUSLING INC 310.00%0.00%0.00%Q2 2014Q2 20224
Castle Rock Wealth Management, LLC 440.10%0.10%0.10%Q1 2021Q4 20214
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.00%0.02%0.03%Q2 2016Q1 20174
Winch Advisory Services, LLC 440.24%0.50%0.73%Q3 2017Q2 20184
Fiera Capital Corp 310.00%0.00%0.00%Q4 2015Q4 20204
Advisory Resource Group 440.70%1.09%1.50%Q4 2018Q3 20194
Western Financial Corp/CA 440.28%0.41%0.51%Q4 2022Q3 20234
Legacy Financial Group LLC 440.32%0.70%0.93%Q4 2022Q3 20234
First County Bank /CT/ 440.11%0.12%0.13%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.10%0.17%0.21%Q4 2022Q3 20234
MainStreet Investment Advisors LLC 310.05%0.35%1.19%Q1 2021Q3 20234
Vertex Planning Partners, LLC 440.36%0.47%0.55%Q4 2022Q3 20234
RCS Financial Planning, LLC 441.02%1.44%1.72%Q4 2022Q3 20234
B. Riley Financial, Inc. 440.08%0.11%0.14%Q3 2017Q2 20184
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 443.61%4.59%5.40%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.33%0.42%0.49%Q4 2022Q3 20234
Sentinus, LLC 442.96%3.26%3.55%Q3 2022Q2 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.02%0.05%Q1 2021Q3 20234
McGlone Suttner Wealth Management, Inc. 440.10%0.12%0.15%Q4 2022Q3 20234
MKT Advisors LLC 310.16%0.18%0.20%Q4 2021Q2 20234
Syntegra Private Wealth Group, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
GREENWOOD CAPITAL ASSOCIATES LLC 210.33%0.53%1.02%Q3 2019Q2 20234
REGIMEN WEALTH, LLC 441.59%3.28%4.08%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.11%0.22%0.28%Q4 2022Q3 20234
Breakwater Capital Group 440.66%0.75%0.86%Q4 2022Q3 20234
Outlook Wealth Advisors, LLC 441.54%1.77%1.98%Q4 2020Q3 20214
S.E.E.D. Planning Group LLC 440.11%0.11%0.12%Q1 2021Q4 20214
TUDOR INVESTMENT CORP ET AL 210.00%0.01%0.04%Q1 2022Q3 20234
Lombard Odier Asset Management (USA) Corp 440.19%1.80%2.74%Q2 2021Q1 20224
Detalus Advisors, LLC 310.10%0.11%0.11%Q2 2021Q4 20224
Cornerstone Advisors, Inc. 440.00%0.00%0.00%Q2 2017Q1 20184
Hilltop Holdings Inc. 440.11%0.12%0.14%Q3 2013Q2 20144
Keel Point, LLC 440.13%0.16%0.20%Q4 2022Q3 20234
Family Asset Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.94%1.03%1.09%Q4 2022Q3 20234
GREAT LAKES ADVISORS, LLC 440.01%0.01%0.01%Q1 2017Q4 20174
Townsend & Associates, Inc 440.01%0.01%0.02%Q4 2017Q3 20184
Brookfield Asset Management 440.00%0.00%0.00%Q2 2013Q1 20144
Resource Management, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
Cardinal Strategic Wealth Guidance 442.40%8.00%10.20%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
HoyleCohen, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
New Republic Capital, LLC 440.14%0.22%0.27%Q4 2022Q3 20234
Park Place Capital Corp 440.03%0.09%0.25%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 210.00%0.01%0.03%Q4 2015Q4 20214
AXXCESS WEALTH MANAGEMENT, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
HM PAYSON & CO 210.00%0.00%0.00%Q2 2022Q3 20234
WNY Asset Management, LLC 441.12%3.24%4.24%Q1 2021Q4 20214
Hobart Private Capital, LLC 440.22%1.50%5.19%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 440.02%0.03%0.06%Q4 2022Q3 20234
FORTE ASSET MANAGEMENT LLC 442.54%3.61%4.16%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 440.02%0.03%0.03%Q3 2020Q2 20214
ROBERTSON STEPHENS ADVISORS LLC 440.75%1.45%1.79%Q4 2016Q3 20174
Truvestments Capital LLC 310.02%0.02%0.03%Q3 2018Q3 20194
Foundation Wealth Management, LLC 442.67%2.91%3.46%Q4 2022Q3 20234
Snider Financial Group 440.43%1.24%1.52%Q2 2021Q1 20224
KARLINSKI ANDREW C 440.03%0.05%0.07%Q4 2021Q3 20224
Callan Family Office, LLC 441.03%1.08%1.14%Q4 2022Q3 20234
KM Capital Management Ltd. 444.85%6.15%7.76%Q4 2022Q3 20234
LWMG, LLC 441.04%1.17%1.31%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.86%1.11%1.33%Q3 2022Q2 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Centurion Wealth Management LLC 441.44%1.77%2.10%Q4 2022Q3 20234
Coston, McIsaac & Partners 440.02%0.02%0.02%Q4 2022Q3 20234
Marcum Wealth, LLC 440.12%0.13%0.13%Q1 2021Q4 20214
HOHIMER WEALTH MANAGEMENT, LLC 440.09%0.11%0.13%Q4 2021Q3 20224
Dominguez Wealth Management Solutions, Inc. 442.19%2.25%2.33%Q4 2022Q3 20234
Weaver Consulting Group 440.01%0.02%0.02%Q1 2019Q4 20194
FFG RETIREMENT ADVISORS LLC 442.66%3.00%3.58%Q4 2022Q3 20234
Bremer Bank National Association 440.42%0.45%0.47%Q4 2022Q3 20234
JT Stratford LLC 440.09%0.14%0.19%Q4 2022Q3 20234
DOLIVER ADVISORS, LP 440.12%0.14%0.14%Q1 2023Q4 20234
Arcadia Wealth Management, LLC 440.83%3.02%5.44%Q4 2022Q3 20234
Arlington Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.02%0.02%Q4 2022Q3 20234
Ironwood Investment Counsel, LLC 440.11%0.31%0.52%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.14%0.22%0.29%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.01%0.01%Q2 2022Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ADE, LLC 440.09%0.10%0.11%Q4 2020Q3 20214
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.06%0.13%Q2 2022Q4 20223
Virtu Financial LLC 210.01%0.02%0.02%Q3 2017Q2 20183
Independent Wealth Network Inc. 330.14%0.16%0.18%Q3 2021Q1 20223
KCM INVESTMENT ADVISORS LLC 330.02%0.02%0.02%Q4 2014Q2 20153
EisnerAmper Wealth Management Corporate Benefits, LLC 330.16%1.54%2.36%Q2 2023Q4 20233
KWMG, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Heritage Wealth Advisors 330.00%0.00%0.00%Q2 2021Q4 20213
ADVISOR PARTNERS LLC 330.02%0.02%0.02%Q3 2021Q1 20223
HRT FINANCIAL LP 110.00%0.00%0.01%Q2 2022Q3 20233
Cape Investment Advisory, Inc. 330.09%0.10%0.11%Q1 2023Q3 20233
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2021Q3 20213
Paragon Advisors, LLC 330.70%1.37%2.62%Q3 2022Q1 20233
Delta Investment Management, LLC 330.07%0.07%0.07%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.68%0.71%0.72%Q1 2023Q3 20233
FolioMetrix LLC 330.89%1.01%1.14%Q4 2014Q2 20153
Salomon & Ludwin, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Capital Bank & Trust Co 210.00%0.00%0.00%Q2 2018Q1 20213
Navalign, LLC 110.08%0.14%0.23%Q4 2021Q4 20223
SIENA CAPITAL LLC 330.02%0.02%0.02%Q1 2022Q3 20223
TRUST CO OF VERMONT 210.00%0.00%0.00%Q2 2015Q3 20223
CHOREO, LLC 330.25%0.25%0.26%Q1 2023Q3 20233
OAK HARBOR WEALTH PARTNERS, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Affinity Capital Advisors, LLC 330.74%2.12%3.16%Q1 2023Q3 20233
Intellectus Partners, LLC 210.01%0.01%0.01%Q2 2018Q1 20193
Eagle Strategies LLC 210.05%0.11%0.16%Q4 2021Q2 20233
CABANA LLC 210.01%1.69%4.34%Q4 2017Q2 20203
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Alpha DNA Investment Management LLC 210.13%0.16%0.17%Q4 2020Q4 20213
SeaCrest Wealth Management, LLC 110.00%0.02%0.04%Q4 2018Q4 20223
Noble Family Wealth, LLC 330.21%0.22%0.23%Q1 2023Q3 20233
QUEST CAPITAL MANAGEMENT INC /ADV 210.05%0.05%0.05%Q1 2019Q4 20193
Destination Wealth Management 330.05%0.05%0.05%Q1 2014Q3 20143
Cornerstone Advisory, LLC 210.00%0.04%0.06%Q4 2021Q3 20223
Lion Street Advisors, LLC 210.08%0.35%0.50%Q3 2020Q2 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q4 2021Q2 20223
NCM Capital Management, LLC 330.43%0.46%0.48%Q1 2022Q3 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
BOYS ARNOLD & CO INC 330.03%0.03%0.03%Q1 2018Q3 20183
Krilogy Financial LLC 210.00%0.01%0.02%Q2 2017Q3 20183
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
XPONANCE, INC. 334.88%7.53%9.79%Q3 2017Q1 20183
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2016Q2 20203
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
Opal Wealth Advisors, LLC 110.13%0.47%0.72%Q4 2021Q2 20233
East Coast Asset Management, LLC. 330.00%0.00%0.00%Q4 2012Q2 20133
Valentine Capital Asset Management, Inc. 210.01%0.43%1.06%Q1 2012Q4 20153
Cornerstone Planning Group LLC 210.31%0.42%0.53%Q4 2022Q3 20233
Claraphi Advisory Network, LLC 110.00%0.02%0.06%Q3 2019Q1 20213
Piscataqua Savings Bank 330.00%0.00%0.00%Q1 2021Q3 20213
Waldron Private Wealth LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Curtis Advisory Group, LLC 330.20%0.27%0.36%Q4 2022Q2 20233
O'Brien Wealth Partners LLC 330.13%0.74%1.85%Q2 2022Q4 20223
FineMark National Bank & Trust 330.01%0.02%0.04%Q4 2022Q2 20233
HORIZON FINANCIAL SERVICES, LLC 330.06%0.08%0.09%Q2 2021Q4 20213
VisionPoint Advisory Group, LLC 330.23%0.25%0.28%Q2 2020Q4 20203
DFPG INVESTMENTS, LLC 330.18%0.23%0.30%Q1 2023Q3 20233
MCF Advisors LLC 210.00%0.01%0.02%Q2 2014Q2 20163
Vantage Investment Advisors, LLC 330.04%0.04%0.04%Q1 2015Q3 20153
Madrona Financial Services, LLC 330.19%1.14%2.49%Q1 2023Q3 20233
Quaker Wealth Management, LLC 330.55%0.96%1.17%Q4 2019Q2 20203
Tufton Capital Management 210.04%0.04%0.04%Q3 2018Q1 20213
ORG Partners LLC 330.03%0.85%1.48%Q1 2023Q3 20233
Mendel Capital Management LLC 330.25%0.55%0.75%Q1 2023Q3 20233
NTV ASSET MANAGEMENT LLC 330.05%0.05%0.05%Q4 2020Q2 20213
Ironwood Wealth Management, LLC. 210.02%0.03%0.03%Q3 2017Q3 20183
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q4 2021Q2 20223
Hefty Wealth Partners 330.02%0.06%0.13%Q3 2017Q1 20183
MCMORGAN & CO LLC 336.32%6.71%7.23%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.02%0.03%0.06%Q2 2022Q1 20233
LGT Financial Advisors LLC 210.19%0.27%0.38%Q4 2022Q3 20233
Strata Wealth Advisors, LLC 214.31%4.54%4.66%Q4 2022Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.79%0.81%0.84%Q2 2020Q4 20203
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Oak Grove Capital LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SILVERHAWK ASSET MANAGEMENT, LLC 334.92%4.97%5.00%Q4 2021Q2 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Jane Street Holding, LLC 330.00%0.07%0.19%Q2 2013Q4 20133
Glass Jacobson Investment Advisors llc 210.00%0.04%0.07%Q4 2022Q3 20233
Octavia Wealth Advisors, LLC 210.09%2.98%4.46%Q4 2020Q3 20233
BIP Wealth, LLC 330.09%0.11%0.14%Q1 2023Q3 20233
ATWOOD & PALMER INC 330.00%0.00%0.00%Q4 2020Q2 20213
Huntington Steele LLC 330.06%0.06%0.06%Q3 2017Q1 20183
Financial Gravity Companies, Inc. 210.05%0.05%0.05%Q4 2017Q4 20183
COLDSTREAM CAPITAL MANAGEMENT INC 210.03%0.13%0.31%Q4 2018Q2 20223
First Command Financial Services, Inc. 110.00%0.00%0.00%Q2 2018Q2 20193
Partnervest Advisory Services LLC 330.01%0.01%0.01%Q4 2013Q2 20143
Surevest, LLC 110.00%0.12%0.24%Q4 2019Q3 20222
Certus Wealth Management, LLC 222.58%3.60%4.63%Q2 2023Q3 20232
Blueprint Investment Partners LLC 110.10%0.11%0.11%Q2 2022Q2 20232
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PITCAIRN CO 110.03%0.28%0.52%Q4 2018Q1 20222
SIMPLEX TRADING, LLC 110.00%0.00%0.01%Q2 2015Q4 20202
Schoolcraft Capital LLC 220.09%0.09%0.10%Q1 2021Q2 20212
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
CWA Asset Management Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Crosspoint Capital Strategies, LLC 220.07%0.13%0.20%Q3 2015Q4 20152
CAPITAL WEALTH MANAGEMENT, LLC 220.26%0.28%0.30%Q1 2020Q2 20202
Aprio Wealth Management, LLC 220.08%0.14%0.20%Q2 2023Q3 20232
MBA Advisors LLC 220.10%0.27%0.43%Q1 2021Q2 20212
Strategic Wealth Partners, Ltd. 110.01%0.10%0.20%Q2 2019Q3 20222
JUNCTURE WEALTH STRATEGIES, LLC 220.78%0.87%0.96%Q3 2023Q4 20232
PineBridge Investments, L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
MBE Wealth Management, LLC 221.39%1.39%1.39%Q2 2020Q3 20202
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Lenox Wealth Management, Inc. 110.01%0.03%0.04%Q3 2017Q2 20202
Independence Wealth Advisors, Inc. 110.29%0.30%0.31%Q2 2019Q4 20192
LYELL WEALTH MANAGEMENT, LP 220.03%0.04%0.04%Q4 2020Q1 20212
Lansing Street Advisors 110.01%0.04%0.08%Q1 2022Q2 20232
SMITH SHELLNUT WILSON LLC /ADV 220.01%0.01%0.01%Q2 2021Q3 20212
Ascension Capital Advisors, Inc. 110.15%0.15%0.16%Q4 2019Q3 20202
Impact Partnership Wealth, LLC 220.00%0.02%0.03%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Oxler Private Wealth LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Bray Capital Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
Sargent Bickham Lagudis LLC 110.00%0.00%0.01%Q4 2020Q4 20222
Riggs Asset Managment Co. Inc. 110.00%0.00%0.01%Q4 2019Q3 20232
MONTAG & CALDWELL, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Banyan Partners, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
Pointe Capital Management LLC 110.02%0.43%0.85%Q4 2016Q1 20232
Cordant, Inc. 220.01%0.01%0.02%Q3 2021Q4 20212
Sandy Cove Advisors, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
BCR Wealth Strategies, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2016Q4 20202
WELCH & FORBES LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SANDERS MORRIS HARRIS LLC 220.52%0.61%0.70%Q1 2016Q2 20162
Leelyn Smith, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2021Q2 20222
Squarepoint Ops LLC 110.00%0.01%0.01%Q3 2022Q3 20232
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q1 2022Q2 20232
Kingdom Financial Group LLC. 223.13%3.31%3.49%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.03%0.05%0.07%Q3 2018Q4 20192
Farmers & Merchants Trust Co of Chambersburg PA 220.01%0.02%0.04%Q2 2023Q3 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
V Wealth Advisors LLC 220.06%0.09%0.12%Q1 2020Q2 20202
Advisor Resource Council 220.02%0.04%0.06%Q3 2021Q4 20212
Connectus Wealth, LLC 220.03%0.22%0.40%Q1 2023Q2 20232
GOFEN & GLOSSBERG LLC /IL/ 220.01%0.01%0.01%Q3 2021Q4 20212
Elite Wealth Management, Inc. 220.04%0.04%0.04%Q3 2012Q4 20122
Madison Wealth Partners, Inc 220.12%0.12%0.12%Q2 2023Q3 20232
Lombard Odier Asset Management (Switzerland) SA 220.02%0.32%0.62%Q3 2022Q4 20222
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
STRALEM & CO INC 220.03%0.04%0.04%Q1 2020Q2 20202
Allegis Investment Advisors, LLC 110.01%0.04%0.08%Q4 2015Q1 20172
Capital CS Group, LLC 220.37%0.53%0.69%Q4 2021Q1 20222
Lighthouse Financial Advisors, Inc. 220.86%0.86%0.86%Q4 2020Q1 20212
AlphaStar Capital Management, LLC 110.01%0.16%0.30%Q3 2017Q3 20212
UNIONVIEW, LLC 220.20%0.21%0.22%Q4 2021Q1 20222
Leo H. Evart, Inc. 220.69%0.71%0.74%Q4 2021Q1 20222
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20152
Focused Wealth Management, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 221.92%1.96%1.99%Q3 2022Q4 20222
SageView Advisory Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
TIEDEMANN ADVISORS, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Atlas Private Wealth Advisors 220.04%0.05%0.05%Q2 2023Q3 20232
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 220.30%0.35%0.40%Q2 2023Q3 20232
Ballentine Partners, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
D. SCOTT NEAL, INC. 222.54%2.64%2.74%Q3 2020Q4 20202
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q4 20232
NewEdge Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Soltis Investment Advisors LLC 220.04%0.04%0.04%Q1 2023Q2 20232
PIN OAK INVESTMENT ADVISORS INC 220.02%0.02%0.02%Q2 2023Q3 20232
Bank of New Hampshire 220.02%0.02%0.02%Q1 2022Q2 20222
Providence Capital Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.31%0.39%0.46%Q4 2021Q1 20222
Litman Gregory Wealth Management LLC 220.02%0.03%0.04%Q1 2021Q2 20212
Southern Farm Bureau Life Insurance 222.83%3.25%3.67%Q4 2020Q1 20212
STRINGER ASSET MANAGEMENT, LLC 111.30%3.02%4.74%Q4 2017Q4 20212
Smith & Howard Wealth Management, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
RE Dickinson Investment Advisors, LLC 110.00%0.01%0.01%Q4 2021Q3 20232
Savant Capital, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
FormulaFolio Investments, LLC 110.04%0.08%0.13%Q4 2019Q4 20202
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
Gallagher Fiduciary Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q2 2022Q3 20222
TimeScale Financial, Inc. 220.22%0.26%0.30%Q1 2023Q2 20232
JSF Financial, LLC 220.28%0.58%0.87%Q4 2021Q1 20222
Beacon Pointe Wealth Advisors, LLC 220.14%0.18%0.22%Q4 2018Q1 20192
Rooted Wealth Advisors, Inc. 220.16%0.17%0.19%Q4 2022Q1 20232
NorthLanding Financial Partners, LLC 220.20%0.21%0.22%Q4 2022Q1 20232
Armstrong, Fleming & Moore, Inc 220.75%0.77%0.79%Q2 2023Q3 20232
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CI INVESTMENTS INC. 220.04%0.04%0.04%Q2 2020Q3 20202
VIAWEALTH, LLC 110.15%0.16%0.17%Q4 2022Q2 20232
Phoenix Wealth Advisors 220.01%0.01%0.01%Q2 2021Q3 20212
Scissortail Wealth Management, LLC 111.02%1.17%1.32%Q1 2022Q3 20222
MBM Wealth Consultants, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20222
CHERRYDALE WEALTH MANAGEMENT, LLC 220.33%0.64%0.96%Q4 2021Q1 20222
Northwest Capital Management Inc 220.00%0.01%0.01%Q2 2023Q3 20232
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
McAdam, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.06%0.07%Q1 2021Q2 20212
MorganRosel Wealth Management, LLC 221.57%1.73%1.88%Q2 2023Q3 20232
WCG Wealth Advisors LLC 220.18%0.23%0.29%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.62%0.68%0.75%Q2 2023Q3 20232
Tradewinds Capital Management, LLC 220.01%0.03%0.06%Q2 2015Q3 20152
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
US FINANCIAL ADVISORS, LLC 220.10%0.10%0.11%Q4 2020Q1 20212
Fortis Capital Advisors, LLC 220.12%0.13%0.14%Q4 2022Q1 20232
MARSHALL WACE, LLP 110.00%0.01%0.01%Q3 2021Q1 20222
RPg Family Wealth Advisory, LLC 220.40%0.49%0.57%Q2 2023Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.01%0.03%0.04%Q4 2021Q1 20222
LVZ, Inc. 225.85%6.64%7.43%Q3 2018Q4 20182
TRUEWEALTH LLC 220.04%0.04%0.04%Q1 2020Q2 20202
JMG Financial Group, Ltd. 220.04%0.04%0.04%Q1 2023Q2 20232
AVAII WEALTH MANAGEMENT, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Fi3 FINANCIAL ADVISORS, LLC 220.15%0.16%0.16%Q4 2021Q1 20222
Schrum Private Wealth Management LLC 220.21%0.22%0.24%Q4 2021Q1 20222
GQ Asset Management, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Morningstar Investment Services LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pallas Capital Advisors LLC 220.15%0.19%0.24%Q2 2023Q3 20232
TBH Global Asset Management, LLC 220.12%0.13%0.14%Q4 2019Q1 20202
Hayden Royal, LLC 110.11%0.25%0.40%Q4 2020Q4 20212
Stelac Advisory Services LLC 220.27%0.29%0.30%Q2 2023Q3 20232
BEAM WEALTH ADVISORS, INC. 220.92%1.12%1.33%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2018Q4 20181
Manifold Partners, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Angeles Investment Advisors, LLC 110.46%0.46%0.46%Q1 2021Q1 20211
CFO4Life Group, LLC 111.34%1.34%1.34%Q4 2022Q4 20221
Alhambra Investment Management LLC 110.14%0.14%0.14%Q4 2021Q4 20211
UNIQUE WEALTH, LLC 110.97%0.97%0.97%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Ignite Planners, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAMDEN NATIONAL BANK 110.05%0.05%0.05%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Thomasville National Bank 110.02%0.02%0.02%Q1 2015Q1 20151
New World Advisors LLC 110.62%0.62%0.62%Q4 2022Q4 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CCG WEALTH MANAGEMENT, LLC 110.67%0.67%0.67%Q3 2021Q3 20211
Wilmington Trust Investment Management, LLC 110.48%0.48%0.48%Q3 2013Q3 20131
TWIN FOCUS CAPITAL PARTNERS, LLC 110.10%0.10%0.10%Q3 2014Q3 20141
Crown Wealth Group, LLC 110.62%0.62%0.62%Q4 2021Q4 20211
KICKSTAND VENTURES, LLC. 111.11%1.11%1.11%Q3 2023Q3 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Horan Capital Advisors, LLC. 110.24%0.24%0.24%Q3 2013Q3 20131
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
First Command Bank 110.00%0.00%0.00%Q2 2019Q2 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Shore Point Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
tru Independence LLC 110.02%0.02%0.02%Q2 2021Q2 20211
FundX Investment Group, LLC 110.54%0.54%0.54%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.20%0.20%0.20%Q3 2023Q3 20231
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.27%0.27%0.27%Q1 2021Q1 20211
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HARTLINE INVESTMENT CORP/ 110.29%0.29%0.29%Q3 2022Q3 20221
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Tevis Investment Management 110.00%0.00%0.00%Q4 2021Q4 20211
Ruedi Wealth Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2017Q2 20171
Aries Wealth Management 111.80%1.80%1.80%Q1 2022Q1 20221
Derbend Asset Management 112.81%2.81%2.81%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Level Financial Advisors 110.01%0.01%0.01%Q4 2021Q4 20211
G&S Capital LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cerro Pacific Wealth Advisors LLC 112.24%2.24%2.24%Q4 2022Q4 20221
OTA Financial Group L.P. 112.94%2.94%2.94%Q1 2014Q1 20141
Black Swift Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Barber Financial Group, Inc. 112.78%2.78%2.78%Q3 2017Q3 20171
HBW ADVISORY SERVICES LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q3 2017Q3 20171
NAVELLIER & ASSOCIATES INC 110.39%0.39%0.39%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Meridian Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Hirtle Callaghan & Co LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Prosperity Consulting Group, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CFO4Life, L.P. 111.34%1.34%1.34%Q4 2022Q4 20221
4J Wealth Management LLC 110.40%0.40%0.40%Q4 2020Q4 20201
Ruggie Capital Group 110.06%0.06%0.06%Q2 2016Q2 20161
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
LaSalle St. Investment Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q3 2023Q3 20231
Community Financial Services Group, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
Matthew Goff Investment Advisor, LLC 113.10%3.10%3.10%Q2 2018Q2 20181
Jefferies Group LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20171
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
SHUFRO ROSE & CO LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Highland Private Wealth Management 113.58%3.58%3.58%Q1 2018Q1 20181
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
Doman Group, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q2 2022Q2 20221
Seaside Wealth Management, Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Clarfeld Financial Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
GFS Private Wealth, LLC 110.50%0.50%0.50%Q4 2017Q4 20171
WealthOne, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Beaumont Capital Management, LLC 110.39%0.39%0.39%Q2 2023Q2 20231
THEORY FINANCIAL LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q1 2022Q1 20221
WBH ADVISORY INC 110.04%0.04%0.04%Q1 2023Q1 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Orgel Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Joseph P. Lucia & Associates, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Hotaling Investment Management, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
PRIO WEALTH LIMITED PARTNERSHIP 110.04%0.04%0.04%Q4 2019Q4 20191
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Voya Financial Advisors, Inc. 110.24%0.24%0.24%Q4 2016Q4 20161
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tarbox Family Office, Inc. 110.03%0.03%0.03%Q1 2016Q1 20161
New Harbor Financial Group, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
J Arnold Wealth Management Co 110.00%0.00%0.00%Q4 2020Q4 20201
XML Financial, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Operose Advisors LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 111.29%1.29%1.29%Q3 2023Q3 20231
GW HENSSLER & ASSOCIATES LTD 110.13%0.13%0.13%Q4 2016Q4 20161
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Apriem Advisors 110.01%0.01%0.01%Q4 2015Q4 20151
PACIFIC FINANCIAL GROUP INC 110.96%0.96%0.96%Q4 2019Q4 20191
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Buttonwood Financial Group, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Alexandria Capital, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
DIVIDEND ASSETS CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
SAXON INTERESTS, INC. 110.62%0.62%0.62%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Mosaic Family Wealth, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Silver Bridge Capital Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Columbus Macro, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VSR Financial Services, Inc. 110.11%0.11%0.11%Q2 2015Q2 20151
Stratos Investment Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Glovista Investments LLC 116.74%6.74%6.74%Q1 2017Q1 20171
ZEKE CAPITAL ADVISORS, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
SOCIETE GENERALE 110.10%0.10%0.10%Q2 2016Q2 20161
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q2 2016Q2 20161
Bluefin Trading, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
SFI Advisors, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
ClearBridge Investments 110.00%0.00%0.00%Q2 2013Q2 20131
Essex Savings Bank 110.10%0.10%0.10%Q3 2023Q3 20231
MONTAGE INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BOS Asset Management, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
ROGCO, LP 110.02%0.02%0.02%Q3 2023Q3 20231
Laird Norton Wetherby Trust Company, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Argent Wealth Management LLC 110.05%0.05%0.05%Q4 2019Q4 20191
ADVISOR CONSULTANT NETWORK INC 114.00%4.00%4.00%Q3 2016Q3 20161
RFG HOLDINGS, INC. 110.18%0.18%0.18%Q4 2020Q4 20201
Verum Partners LLC 110.29%0.29%0.29%Q4 2022Q4 20221
First Citizens Asset Management, Inc. 110.53%0.53%0.53%Q4 2022Q4 20221
BRR OpCo, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
WCM INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Summit Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
DOCK STREET ASSET MANAGEMENT INC 110.08%0.08%0.08%Q4 2017Q4 20171
Pinnacle Wealth Advisors 110.21%0.21%0.21%Q2 2021Q2 20211
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.07%0.07%0.07%Q4 2021Q4 20211
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
STUDIO INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Permanens Capital L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Segment Wealth Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Castleview Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
MinichMacGregor Wealth Management, LLC 111.53%1.53%1.53%Q4 2018Q4 20181
BluePath Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Northstar Advisory Group, LLC 114.94%4.94%4.94%Q3 2021Q3 20211
Wealth Architects, LLC 110.42%0.42%0.42%Q2 2015Q2 20151
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q4 2021Q4 20211
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
Power Corp of Canada 110.26%0.26%0.26%Q1 2022Q1 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2018Q2 20181
Capital Directions Investment Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
McIlrath & Eck, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BEDEL FINANCIAL CONSULTING INC 112.18%2.18%2.18%Q3 2023Q3 20231
Penobscot Investment Management Company, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Legacy CG, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
True Wealth Design, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Commonwealth Financial Services, LLC 110.65%0.65%0.65%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Copperwynd Financial, LLC 110.68%0.68%0.68%Q4 2017Q4 20171
Redwood Investment Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Taylor & Morgan Wealth Management, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
S&CO INC 110.03%0.03%0.03%Q1 2018Q1 20181
John W. Brooker & Co., CPAs 110.02%0.02%0.02%Q4 2021Q4 20211
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Renasant Bank 110.21%0.21%0.21%Q4 2022Q4 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Corundum Group, Inc. 110.96%0.96%0.96%Q4 2022Q4 20221
Watchman Group, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
Blackhawk Capital Partners LLC. 110.00%0.00%0.00%Q2 2018Q2 20181
Riverwater Partners LLC 111.16%1.16%1.16%Q4 2022Q4 20221
Capstone Triton Financial Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Peak Capital Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
RUSHMORE INVESTMENT ADVISORS, INC. 113.67%3.67%3.67%Q2 2013Q2 20131
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Advisor OS, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
Essex LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Cordatus Wealth Management LLC 110.66%0.66%0.66%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Beacon Bridge Wealth Partners, LLC 110.86%0.86%0.86%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Kelman-Lazarov, Inc. 110.04%0.04%0.04%Q1 2016Q1 20161
JD Financial Services Inc. 110.31%0.31%0.31%Q4 2020Q4 20201
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q2 2017Q2 20171
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2016Q3 20161
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SITTNER & NELSON, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Risk Paradigm Group, LLC 110.20%0.20%0.20%Q3 2016Q3 20161
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

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