ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.01%0.02%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.26%0.89%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.26%0.92%Q2 2013Q3 202342
MORGAN STANLEY 4010.00%0.03%0.09%Q2 2013Q3 202341
CADINHA & CO LLC 39390.10%2.39%7.44%Q1 2014Q3 202339
Private Advisor Group, LLC 37370.00%0.09%0.36%Q3 2014Q3 202338
WELLS FARGO & COMPANY/MN 3610.00%0.02%0.05%Q1 2014Q3 202337
Regal Investment Advisors LLC 37370.04%0.41%2.01%Q3 2014Q3 202337
BlackRock Inc. 36360.00%0.01%0.05%Q4 2014Q3 202336
OPTIMUM INVESTMENT ADVISORS 3420.08%0.31%0.55%Q4 2014Q4 202336
UBS Group AG 36360.02%0.20%0.66%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 35350.63%1.57%3.05%Q1 2015Q3 202335
FIFTH THIRD BANCORP 3410.00%0.00%0.01%Q2 2014Q3 202335
RAYMOND JAMES & ASSOCIATES 3310.00%0.01%0.02%Q2 2013Q3 202334
ASSETMARK, INC 34340.00%0.83%1.51%Q2 2015Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.02%Q2 2013Q3 202333
STIFEL FINANCIAL CORP 33330.00%0.05%0.63%Q3 2015Q3 202333
THRIVENT FINANCIAL FOR LUTHERANS 24240.00%0.08%0.14%Q4 2017Q3 202333
Cetera Advisors LLC 32320.02%0.25%0.77%Q4 2015Q3 202332
AMERIPRISE FINANCIAL INC 32320.00%0.05%0.12%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.10%0.32%Q4 2015Q3 202332
ST GERMAIN D J CO INC 2930.00%1.14%2.39%Q4 2015Q4 202332
US BANCORP \DE\ 3010.00%0.04%0.25%Q4 2014Q3 202331
CWM, LLC 2380.06%2.52%4.86%Q4 2015Q3 202331
CITIZENS FINANCIAL GROUP INC/RI 31310.02%0.27%0.80%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.08%3.12%3.99%Q2 2016Q3 202330
First Horizon Advisors, Inc. 18120.00%0.05%0.17%Q2 2015Q3 202330
GREAT WEST LIFE ASSURANCE CO /CAN/ 16140.00%0.01%0.02%Q1 2016Q3 202330
PNC FINANCIAL SERVICES GROUP, INC. 2710.00%0.02%0.34%Q3 2015Q3 202330
Sigma Planning Corp 2280.01%0.09%0.28%Q1 2016Q3 202330
COMERICA BANK 2710.00%0.00%0.02%Q3 2013Q3 202330
IFP Advisors, Inc 17130.00%0.07%0.27%Q1 2016Q3 202330
Snowden Capital Advisors LLC 2280.07%0.32%0.85%Q1 2016Q3 202330
Sequoia Financial Advisors, LLC 29290.14%0.42%0.76%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.02%0.07%Q3 2013Q3 202329
CITIGROUP INC 29290.00%0.00%0.01%Q3 2016Q3 202329
Advisory Services Network, LLC 2720.00%0.13%0.36%Q2 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 29290.01%0.11%0.27%Q3 2016Q3 202329
SYNOVUS FINANCIAL CORP 2310.00%0.66%1.92%Q2 2015Q3 202329
VICUS CAPITAL 2630.03%0.40%1.44%Q2 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.01%0.04%Q3 2014Q3 202329
Patriot Financial Group Insurance Agency, LLC 28280.00%0.38%1.48%Q4 2016Q3 202328
PRUDENTIAL FINANCIAL INC 28280.00%0.01%0.03%Q4 2016Q3 202328
Valmark Advisers, Inc. 28280.01%0.03%0.06%Q4 2016Q3 202328
Bank of New York Mellon Corp 2610.00%0.01%0.03%Q4 2015Q3 202328
PARK AVENUE SECURITIES LLC 28280.53%5.72%18.54%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.06%0.20%0.45%Q4 2016Q3 202328
Citadel Advisors 610.00%0.00%0.01%Q4 2016Q3 202327
Relative Value Partners Group, LLC 27271.01%3.23%4.81%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 2250.00%0.05%0.15%Q4 2016Q3 202327
Janney Montgomery Scott LLC 27270.00%0.52%1.26%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.08%0.68%Q2 2013Q4 201927
AE Wealth Management LLC 1980.04%0.29%1.09%Q4 2016Q3 202327
MUFG Americas Holdings Corp 27270.03%0.10%0.40%Q1 2016Q3 202227
FAS Wealth Partners, Inc. 27270.00%0.05%0.11%Q1 2017Q3 202327
BANK OF MONTREAL /CAN/ 2110.00%0.01%0.04%Q1 2016Q3 202327
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 26260.05%0.86%7.72%Q2 2017Q3 202326
Global Retirement Partners, LLC 1810.03%0.10%0.20%Q4 2016Q3 202326
Atria Investments, Inc 26260.01%0.38%1.28%Q2 2017Q3 202326
HighTower Advisors, LLC 26260.00%0.02%0.06%Q2 2017Q3 202326
Brinker Capital Investments, LLC 1010.00%0.03%0.36%Q1 2014Q4 202225
Geneos Wealth Management Inc. 25250.00%0.80%2.80%Q3 2017Q3 202325
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2010.07%0.46%2.36%Q4 2014Q3 202225
M&T BANK CORP 1540.00%0.01%0.03%Q1 2016Q3 202325
NewEdge Advisors, LLC 25250.11%0.56%1.42%Q3 2017Q3 202325
Cetera Advisor Networks LLC 2410.01%0.26%0.94%Q1 2017Q3 202325
AdvisorNet Financial, Inc 24240.00%0.36%1.33%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.10%0.25%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24244.92%8.78%11.07%Q4 2017Q3 202324
BUCKINGHAM STRATEGIC WEALTH, LLC 24240.02%0.15%0.36%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 2310.01%0.74%1.70%Q2 2017Q3 202324
WealthShield Partners, LLC 24240.01%1.09%2.90%Q4 2017Q3 202324
PEOPLES FINANCIAL SERVICES CORP. 24240.01%0.01%0.01%Q4 2017Q3 202324
Montecito Bank & Trust 24241.37%3.17%7.32%Q1 2018Q4 202324
LAZARD ASSET MANAGEMENT LLC 1590.00%0.00%0.01%Q4 2014Q3 202324
CAPTRUST FINANCIAL ADVISORS 2120.00%0.08%0.34%Q3 2017Q3 202323
Brookstone Capital Management 23230.76%1.10%1.80%Q1 2018Q3 202323
Stone House Investment Management, LLC 23230.13%6.04%18.94%Q1 2018Q3 202323
Sharkey, Howes & Javer 23230.00%3.84%9.91%Q1 2018Q3 202323
Baird Financial Group, Inc. 23230.00%0.02%0.03%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
SIGNATUREFD, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Summit X, LLC 23230.30%1.39%4.13%Q1 2018Q3 202323
WEALTHSOURCE PARTNERS, LLC 23230.16%3.67%10.76%Q1 2018Q3 202323
Venturi Wealth Management, LLC 23230.01%0.25%0.51%Q1 2018Q3 202323
Gradient Investments LLC 1310.00%0.00%0.02%Q4 2015Q3 202323
IHT Wealth Management, LLC 1710.01%0.06%0.17%Q4 2016Q3 202322
Concorde Asset Management, LLC 22220.44%2.65%10.20%Q1 2018Q2 202322
Icon Wealth Partners, LLC 1930.03%1.67%6.21%Q4 2017Q3 202322
Financial Advocates Investment Management 22220.02%0.15%0.58%Q2 2018Q3 202322
CAHABA WEALTH MANAGEMENT, INC. 22220.08%0.24%0.50%Q2 2018Q3 202322
Day & Ennis, LLC 1840.28%2.25%4.79%Q1 2018Q3 202322
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1720.81%1.43%2.40%Q3 2017Q3 202322
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1480.12%0.44%1.33%Q1 2018Q3 202322
PFG Advisors 22220.11%0.61%0.96%Q2 2018Q3 202322
Continuum Advisory, LLC 22220.16%0.37%1.70%Q2 2018Q3 202322
RFG Advisory, LLC 22220.08%0.77%2.33%Q2 2018Q3 202322
SCOTIA CAPITAL INC. 1740.01%0.02%0.04%Q1 2015Q3 202321
JANE STREET GROUP, LLC 610.00%0.02%0.07%Q3 2015Q3 202321
CIBC WORLD MARKET INC. 1920.01%0.02%0.04%Q3 2015Q3 202321
RAYMOND JAMES TRUST N.A. 21210.02%0.04%0.12%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.88%1.70%Q3 2018Q3 202321
FMR LLC 21210.00%0.08%0.26%Q3 2018Q3 202321
Jacobi Capital Management LLC 1920.00%0.01%0.06%Q2 2016Q3 202121
Stratos Wealth Partners, LTD. 1810.00%0.03%0.15%Q4 2017Q3 202321
PEAVINE CAPITAL, LLC 21210.32%0.46%0.56%Q1 2015Q1 202021
FDx Advisors, Inc. 1110.01%0.10%0.48%Q2 2015Q3 202321
3EDGE Asset Management, LP 1740.13%8.41%25.70%Q2 2018Q3 202321
SG Americas Securities, LLC 720.00%0.03%0.14%Q3 2015Q2 202321
LVZ, Inc. 21210.07%1.15%2.27%Q1 2016Q1 202121
Estate Counselors, LLC 1820.04%0.94%1.62%Q3 2015Q1 202120
IFG Advisory, LLC 1640.03%0.21%0.73%Q1 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.08%0.15%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 20200.02%0.23%0.61%Q4 2018Q3 202320
Cooper Financial Group 20200.15%4.40%12.40%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.03%0.06%Q4 2017Q3 202220
Parallel Advisors, LLC 20200.01%0.87%2.88%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.24%5.41%15.47%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.03%0.29%0.50%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.08%1.52%3.08%Q4 2018Q3 202320
MA Private Wealth 20200.08%6.02%12.62%Q4 2018Q3 202320
Sound Income Strategies, LLC 1460.00%0.01%0.03%Q4 2017Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 1820.00%0.00%0.02%Q3 2018Q3 202320
Bay Harbor Wealth Management, LLC 20200.23%2.74%5.49%Q4 2018Q3 202320
FORVIS Wealth Advisors, LLC 20200.01%0.84%3.51%Q3 2018Q2 202320
Capital Investment Advisory Services, LLC 20200.24%1.45%4.31%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.03%0.06%Q4 2018Q3 202320
Avondale Wealth Management 20200.05%7.27%11.76%Q4 2018Q3 202320
Trek Financial, LLC 20200.11%0.52%1.14%Q4 2018Q3 202320
W.G. Shaheen & Associates DBA Whitney & Co 20200.04%0.06%0.08%Q4 2017Q3 202220
OmniStar Financial Group, Inc. 20200.23%0.91%1.50%Q1 2018Q4 202220
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.35%0.69%Q4 2016Q3 202320
Deane Retirement Strategies, Inc. 20200.07%1.52%11.84%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.05%0.33%0.96%Q4 2018Q3 202320
Creative Planning 910.00%0.00%0.01%Q4 2014Q3 202320
B. Riley Wealth Advisors, Inc. 19190.05%0.38%0.86%Q1 2019Q3 202319
Stratos Wealth Advisors, LLC 19190.05%0.39%0.96%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
1607 Capital Partners, LLC 1540.24%2.76%4.83%Q4 2015Q3 202319
UBS ASSET MANAGEMENT AMERICAS INC 18180.00%0.03%0.22%Q2 2015Q3 201919
Compagnie Lombard Odier SCmA 1270.01%0.11%0.29%Q2 2016Q3 202319
SUNTRUST BANKS INC 19192.59%3.23%3.95%Q1 2015Q3 201919
LIBERTY WEALTH MANAGEMENT LLC 1630.25%2.36%4.21%Q4 2018Q3 202319
COMERICA SECURITIES,INC. 19190.39%1.17%1.87%Q1 2019Q3 202319
First PREMIER Bank 19190.03%0.09%0.21%Q1 2019Q3 202319
Hanlon Investment Management, Inc. 19190.03%0.27%0.70%Q1 2019Q3 202319
First Heartland Consultants, Inc. 19190.04%0.16%0.34%Q1 2019Q3 202319
BAILARD, INC. 19190.46%1.27%2.67%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.09%0.19%Q1 2019Q3 202319
DELTA ASSET MANAGEMENT LLC/TN 19190.04%0.05%0.07%Q1 2019Q3 202319
FRANKLIN RESOURCES INC 19190.00%0.00%0.01%Q1 2019Q3 202319
TRUE Private Wealth Advisors 1610.00%0.30%0.72%Q3 2018Q3 202318
Truvestments Capital LLC 1530.01%0.34%0.86%Q1 2019Q3 202318
Hilltop Holdings Inc. 1710.07%0.43%0.98%Q3 2017Q3 202318
Lenox Wealth Advisors, LLC 18180.00%0.01%0.02%Q4 2017Q1 202218
First Allied Advisory Services, Inc. 1440.01%0.18%0.60%Q1 2016Q3 202018
Tennessee Valley Asset Management Partners 18180.26%4.95%7.58%Q2 2019Q3 202318
Pinnacle Advisory Group, Inc. 18180.02%0.09%0.21%Q4 2016Q1 202118
Archford Capital Strategies, LLC 18180.01%0.41%0.85%Q2 2019Q3 202318
PRIVATE TRUST CO NA 1610.04%0.13%0.18%Q1 2016Q3 202318
UBP Investment Advisors SA 1712.02%2.90%4.51%Q4 2017Q3 202218
Private Capital Group, LLC 18180.02%0.29%0.50%Q1 2018Q2 202218
TWO SIGMA SECURITIES, LLC 810.00%0.04%0.29%Q1 2015Q2 202318
BB&T SECURITIES, LLC 18180.00%0.01%0.02%Q2 2015Q3 201918
WealthPLAN Partners, LLC 1220.00%0.07%0.16%Q2 2016Q3 202318
Cypress Wealth Services, LLC 18180.37%1.75%2.86%Q2 2019Q3 202318
Investors Research Corp 18180.00%0.01%0.02%Q2 2019Q3 202318
PRINCIPAL FINANCIAL GROUP INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Pensionmark Financial Group, LLC 18180.07%0.40%0.64%Q2 2019Q3 202318
Van Hulzen Asset Management, LLC 18180.12%1.09%2.69%Q2 2019Q3 202318
Mutual Advisors, LLC 18180.07%0.25%0.69%Q2 2019Q3 202318
NORTHWEST WEALTH MANAGEMENT, LLC 1530.08%0.49%1.02%Q4 2017Q2 202318
High Falls Advisors, Inc 18180.22%3.86%8.79%Q2 2019Q3 202318
Mount Yale Investment Advisors, LLC 17170.05%0.20%0.40%Q3 2019Q3 202317
RDA Financial Network 17170.14%0.36%0.90%Q2 2019Q2 202317
Aveo Capital Partners, LLC 17170.05%0.35%1.35%Q2 2019Q2 202317
Invst, LLC 17170.13%1.04%2.40%Q3 2019Q3 202317
Arete Wealth Advisors, LLC 1160.04%0.10%0.38%Q2 2019Q3 202317
Itau Unibanco Holding S.A. 980.02%0.92%4.36%Q2 2019Q3 202317
Strategic Investment Advisors / MI 1610.27%1.09%1.91%Q2 2019Q3 202317
Bernardo Wealth Planning LLC 17170.91%3.60%5.75%Q3 2019Q3 202317
Jackson, Grant Investment Advisers, Inc. 17170.01%0.02%0.02%Q4 2018Q4 202217
LexAurum Advisors, LLC 17170.08%0.34%0.64%Q3 2019Q3 202317
Archer Investment Corp 1430.00%0.00%0.01%Q2 2019Q3 202317
ALTERNA WEALTH MANAGEMENT, INC 980.12%3.83%6.64%Q4 2018Q3 202317
CULLEN/FROST BANKERS, INC. 1610.00%0.00%0.01%Q2 2019Q3 202317
Simplicity Solutions, LLC 820.02%0.19%0.74%Q4 2016Q2 202317
DONALDSON CAPITAL MANAGEMENT, LLC 17170.03%0.19%0.84%Q3 2019Q3 202317
Sowell Financial Services LLC 1020.07%0.21%0.42%Q4 2018Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1070.01%0.06%0.10%Q2 2018Q2 202317
Belpointe Asset Management LLC 17170.04%0.22%0.47%Q3 2019Q3 202317
Allworth Financial LP 1410.00%1.61%4.67%Q4 2018Q3 202317
Jackson Hole Capital Partners, LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
Jordan Park Group LLC 17172.62%11.83%33.04%Q3 2019Q3 202317
Western Wealth Management, LLC 980.02%0.07%0.18%Q2 2019Q3 202317
TRUIST FINANCIAL CORP 1610.01%1.46%2.23%Q2 2019Q3 202317
SUMMIT FINANCIAL GROUP, INC. 17170.15%0.31%0.62%Q3 2019Q3 202317
Avidian Wealth Solutions, LLC 17170.04%0.33%0.68%Q3 2019Q3 202317
CENTAURUS FINANCIAL, INC. 1310.00%0.20%0.43%Q2 2018Q3 202317
Mirae Asset Global Investments Co., Ltd. 1250.00%0.03%0.08%Q2 2019Q3 202317
SteelPeak Wealth, LLC 16160.33%2.18%5.94%Q4 2019Q3 202316
Baystate Wealth Management LLC 1420.00%0.05%0.10%Q3 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16162.88%9.22%15.84%Q4 2019Q3 202316
Bedel Financial Consulting, Inc. 810.00%1.25%6.54%Q1 2018Q4 202216
Veracity Capital LLC 16160.07%0.50%0.81%Q4 2019Q3 202316
WEST PACES ADVISORS INC. 16160.01%0.11%0.32%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.13%0.20%Q4 2019Q3 202316
Copperleaf Capital, LLC 16161.56%7.66%11.78%Q4 2019Q3 202316
Wealthspire Advisors, L.P. 1420.00%0.29%4.48%Q4 2015Q3 202016
PAX Financial Group, LLC 16160.68%4.28%8.64%Q4 2019Q3 202316
Rehmann Capital Advisory Group 1120.00%0.05%0.20%Q1 2018Q3 202216
Cornerstone Wealth Management, LLC 16160.08%0.22%0.58%Q1 2017Q4 202016
Stelac Advisory Services LLC 1060.07%0.17%0.41%Q3 2019Q3 202316
Csenge Advisory Group 1210.05%0.15%0.42%Q3 2017Q3 202316
LEVEL FOUR ADVISORY SERVICES, LLC 1240.02%0.07%0.20%Q3 2018Q3 202316
STEPHENS INC /AR/ 16160.01%0.01%0.02%Q3 2019Q2 202316
SFMG, LLC 1240.09%2.75%16.15%Q1 2016Q4 202116
Carmichael Hill & Associates, Inc. 16160.02%0.05%0.12%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.50%1.91%3.86%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1220.62%1.98%5.66%Q2 2019Q3 202316
Paradigm Financial Partners, LLC 16160.13%0.26%0.42%Q1 2019Q4 202216
Stewardship Advisors, LLC 16163.12%5.52%8.44%Q4 2019Q3 202316
Pacifica Partners Inc. 16160.00%0.01%0.01%Q1 2020Q4 202316
Wealth Alliance 16160.05%0.66%1.64%Q4 2019Q3 202316
EisnerAmper Wealth Management Corporate Benefits, LLC 1010.22%0.77%1.57%Q2 2018Q4 202316
Blueprint Investment Partners LLC 16160.32%2.64%15.80%Q4 2019Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 740.00%0.02%0.11%Q3 2015Q3 202116
Cetera Investment Advisers 16160.12%0.24%0.55%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
INTEGRATED CAPITAL MANAGEMENT, INC. 960.33%4.02%7.09%Q4 2018Q4 202215
Mariner, LLC 960.00%0.01%0.03%Q4 2019Q3 202315
Ausdal Financial Partners, Inc. 1210.03%0.14%0.29%Q4 2017Q2 202315
Perigon Wealth Management, LLC 1410.02%0.15%0.36%Q3 2011Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 15150.08%0.29%0.72%Q1 2020Q3 202315
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 15150.00%0.00%0.00%Q1 2020Q3 202315
Bartlett & Co. LLC 870.00%0.01%0.14%Q1 2020Q4 202315
Robertson Stephens Wealth Management, LLC 15150.02%0.30%0.68%Q1 2020Q3 202315
FormulaFolio Investments, LLC 15150.03%0.37%1.52%Q4 2017Q2 202115
Sugarloaf Wealth Management, LLC 15150.01%0.04%0.20%Q4 2019Q2 202315
Advisor Group, Inc. 15150.00%0.26%1.15%Q2 2016Q4 201915
Allianz Asset Management GmbH 1010.01%0.01%0.05%Q2 2016Q1 202315
Gladstone Institutional Advisory LLC 15150.02%0.05%0.09%Q1 2020Q3 202315
Integrated Advisors Network LLC 15150.03%0.06%0.09%Q1 2020Q3 202315
Avior Wealth Management, LLC 15150.00%0.06%0.86%Q1 2020Q3 202315
One Wealth Advisors, LLC 15150.14%1.86%4.63%Q1 2020Q3 202315
Aptus Capital Advisors, LLC 810.00%0.03%0.20%Q3 2019Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1320.00%0.14%0.38%Q4 2019Q3 202315
Lineweaver Wealth Advisors, LLC 1052.23%5.21%11.47%Q4 2019Q3 202315
Ellis Investment Partners, LLC 15150.01%0.03%0.10%Q1 2019Q3 202215
PRUDENT INVESTORS NETWORK, INC. 15150.26%8.48%18.88%Q1 2020Q3 202315
180 WEALTH ADVISORS, LLC 15150.05%0.12%0.21%Q1 2019Q3 202215
GOLDMAN SACHS GROUP INC 710.00%0.01%0.03%Q1 2012Q3 202315
Anchor Investment Management, LLC 1410.00%0.00%0.02%Q2 2019Q1 202315
WEDBUSH SECURITIES INC 15150.03%0.06%0.11%Q1 2020Q3 202315
Kovack Advisors, Inc. 15150.09%0.24%0.47%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.16%0.54%0.97%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15151.37%5.45%9.92%Q1 2020Q3 202315
SigFig Wealth Management, LLC 15150.08%0.27%0.41%Q1 2020Q3 202315
ERTS Wealth Advisors, LLC 15154.18%8.94%14.25%Q1 2020Q3 202315
Perella Weinberg Partners Capital Management LP 15150.84%1.83%3.34%Q1 2020Q3 202315
Foundations Investment Advisors, LLC 1410.08%0.46%0.96%Q4 2018Q3 202315
Kingsview Wealth Management, LLC 860.02%0.03%0.05%Q1 2020Q3 202314
HBW ADVISORY SERVICES LLC 14140.07%0.34%3.36%Q1 2020Q2 202314
Strategic Blueprint, LLC 14140.39%0.84%1.91%Q2 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.00%0.01%Q3 2015Q4 201814
Anfield Capital Management, LLC 1310.02%1.22%2.31%Q4 2019Q3 202314
SCS Capital Management LLC 860.01%4.09%12.31%Q4 2019Q3 202314
Moloney Securities Asset Management, LLC 1130.04%0.19%0.47%Q4 2016Q4 202114
Moors & Cabot, Inc. 14140.01%0.09%0.18%Q2 2020Q3 202314
Venture Visionary Partners LLC 1310.01%0.14%0.52%Q4 2019Q2 202314
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q1 2019Q1 202314
Wealthcare Advisory Partners LLC 1110.00%0.01%0.02%Q3 2017Q3 202314
JT Stratford LLC 860.11%1.43%2.40%Q3 2019Q3 202314
Parkside Financial Bank & Trust 860.00%0.03%0.06%Q2 2018Q4 202214
J.W. COLE ADVISORS, INC. 810.04%0.07%0.10%Q4 2019Q3 202314
Beacon Financial Advisory LLC 14140.19%0.38%0.61%Q1 2020Q2 202314
Teamwork Financial Advisors, LLC 14140.10%0.36%0.56%Q2 2020Q3 202314
StrategIQ Financial Group, LLC 14140.10%0.55%1.04%Q4 2016Q1 202014
WEALTHCARE CAPITAL MANAGEMENT LLC 1310.02%0.19%0.57%Q4 2015Q4 202114
Private Portfolio Partners LLC 14140.47%1.10%1.93%Q1 2019Q2 202214
STRATEGY ASSET MANAGERS LLC 810.05%0.11%0.16%Q4 2019Q3 202314
Your Advocates Ltd., LLP 1220.00%0.08%0.39%Q1 2020Q3 202314
NEXT Financial Group, Inc 1110.00%0.13%0.33%Q3 2014Q4 202114
First National Bank of South Miami 14140.13%0.58%0.93%Q4 2018Q1 202214
Procyon Advisors, LLC 950.04%0.16%0.42%Q1 2020Q3 202314
HERITAGE INVESTORS MANAGEMENT CORP 14140.02%0.02%0.04%Q2 2019Q3 202214
Orion Portfolio Solutions, LLC 1130.00%0.11%0.39%Q4 2019Q3 202314
Successful Portfolios LLC 14140.30%1.21%1.64%Q4 2019Q1 202314
ONE Advisory Partners, LLC 14140.32%5.76%8.41%Q2 2020Q3 202314
ATTICUS WEALTH MANAGEMENT, LLC 14140.00%0.20%0.89%Q1 2020Q2 202314
JCIC Asset Management Inc. 1210.01%0.21%2.26%Q3 2019Q1 202313
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.02%Q3 2018Q4 202313
Lenox Wealth Management, Inc. 13130.05%1.02%2.45%Q2 2017Q2 202013
Hudock, Inc. 940.00%0.01%0.04%Q4 2017Q1 202113
First Pacific Financial 13130.85%3.52%18.11%Q3 2020Q3 202313
Spectrum Asset Management, Inc. (NB/CA) 13132.83%8.11%14.86%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.05%0.11%0.16%Q3 2020Q3 202313
Lido Advisors, LLC 710.00%0.01%0.03%Q4 2019Q3 202313
Independent Advisor Alliance 940.01%0.03%0.19%Q3 2019Q3 202313
NORTHERN TRUST CORP 760.00%0.00%0.00%Q2 2020Q3 202313
StoneX Group Inc. 1120.06%0.21%0.51%Q2 2019Q2 202313
Element Wealth, LLC 1210.00%0.14%0.49%Q4 2019Q3 202313
TRUSTCORE FINANCIAL SERVICES, LLC 910.00%0.02%0.04%Q4 2017Q4 202213
MOSELEY INVESTMENT MANAGEMENT INC 13130.11%0.81%4.08%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.08%0.20%0.39%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.02%0.03%Q3 2020Q3 202313
ACG Wealth 810.01%0.04%0.07%Q2 2017Q2 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
PACIFIC FINANCIAL GROUP INC 13130.18%0.46%0.58%Q3 2020Q3 202313
Spectrum Management Group, LLC 13130.01%1.62%5.05%Q3 2019Q3 202213
GREENLEAF TRUST 710.00%0.03%0.16%Q3 2017Q3 202313
Banco Santander, S.A. 13130.02%0.03%0.04%Q2 2019Q2 202213
Newbridge Financial Services Group, Inc. 13130.01%0.05%0.09%Q3 2020Q3 202313
Truadvice, LLC 13130.10%0.99%2.36%Q3 2020Q3 202313
MATHER GROUP, LLC. 940.02%0.11%0.27%Q4 2019Q3 202313
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.40%0.61%0.86%Q4 2018Q3 202112
Pinion Investment Advisors, LLC 820.18%0.37%0.55%Q1 2018Q3 202312
Clearview Wealth Advisors LLC 12120.71%4.41%7.51%Q4 2020Q3 202312
Canton Hathaway, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
RITHOLTZ WEALTH MANAGEMENT 12120.02%0.09%0.53%Q4 2018Q3 202112
Johnson Bixby & Associates, LLC 12124.30%5.33%6.25%Q4 2020Q3 202312
Harbour Capital Advisors, LLC 12120.00%0.09%0.13%Q2 2020Q1 202312
Phoenix Holdings Ltd. 660.01%0.11%0.28%Q3 2019Q3 202312
SMITH, MOORE & CO. 1010.03%0.05%0.06%Q1 2018Q2 202112
BCGM Wealth Management, LLC 12120.18%1.35%4.26%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 840.00%0.00%0.00%Q3 2020Q3 202312
ADE, LLC 12120.37%1.18%1.98%Q4 2020Q3 202312
Pinnacle Family Advisors, LLC 12120.13%0.44%0.83%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.10%0.36%0.95%Q4 2020Q3 202312
McIlrath & Eck, LLC 820.00%0.34%1.79%Q4 2018Q3 202312
INTERACTIVE FINANCIAL ADVISORS, INC. 1020.02%0.34%1.62%Q3 2020Q3 202312
True Link Financial Advisors, LLC 12120.04%0.09%0.20%Q4 2020Q3 202312
Thrive Capital Management, LLC 12121.42%3.74%6.09%Q4 2020Q3 202312
Abundance Wealth Counselors 12120.99%1.95%3.68%Q3 2020Q2 202312
Financial Network Wealth Management LLC 12121.17%2.46%3.32%Q4 2020Q3 202312
Qube Research & Technologies Ltd 520.00%0.65%2.47%Q4 2019Q3 202312
Center For Asset Management LLC 12124.36%5.13%6.07%Q4 2020Q3 202312
LVW Advisors, LLC 820.19%0.81%3.57%Q4 2019Q3 202312
Tower Research Capital LLC (TRC) 410.00%0.01%0.02%Q1 2019Q3 202312
Temasek Holdings (Private) Ltd 1110.06%1.18%2.50%Q3 2020Q3 202312
9258 Wealth Management, LLC 12120.05%0.13%0.25%Q4 2019Q3 202212
Willis Johnson & Associates, Inc. 12120.10%0.14%0.21%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.20%0.51%1.94%Q4 2020Q3 202312
WOLVERINE TRADING, LLC 410.00%0.01%0.02%Q2 2016Q3 202112
Diversified, LLC 12120.19%2.42%7.33%Q4 2020Q3 202312
Cerity Partners LLC 12120.00%0.03%0.10%Q4 2020Q3 202312
Wealth Quarterback LLC 510.15%0.45%1.69%Q1 1987Q1 202312
Tradition Wealth Management, LLC 12120.01%0.54%0.94%Q4 2020Q3 202312
Pflug Koory, LLC 12120.13%0.17%0.24%Q1 2019Q4 202112
Main Street Financial Solutions, LLC 12120.04%0.06%0.18%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.06%0.17%0.43%Q4 2019Q3 202212
ROWLAND CARMICHAEL ADVISORS INC /ADV 1110.00%1.64%3.92%Q4 2017Q4 202012
Goodwin Investment Advisory 12120.03%0.26%0.88%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.19%0.37%0.64%Q4 2020Q3 202312
4J Wealth Management LLC 12125.15%6.34%8.49%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.61%1.73%4.51%Q4 2020Q3 202312
Gemmer Asset Management LLC 1110.00%0.01%0.01%Q2 2014Q1 202212
TUCKER ASSET MANAGEMENT LLC 12120.00%0.04%0.20%Q4 2020Q3 202312
LifePlan Financial Group, Inc 1110.01%1.75%4.65%Q1 2014Q3 202012
Charter Oak Capital Management, LLC 12120.04%0.07%0.08%Q4 2020Q3 202312
NWAM LLC 1110.07%0.63%1.03%Q2 2020Q2 202312
DEARBORN PARTNERS LLC 810.01%0.01%0.04%Q1 2020Q3 202312
FLC Capital Advisors 12120.12%3.91%6.78%Q1 2020Q4 202212
Crabel Capital Management, LLC 530.28%1.41%3.74%Q2 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Spectrum Planning & Advisory Services Inc. 12121.18%5.13%8.83%Q4 2020Q3 202312
Mascoma Wealth Management LLC 910.00%0.22%2.40%Q3 2019Q3 202312
Columbia Trust Co 01012016 12122.91%3.73%5.08%Q4 2020Q3 202312
Intelligence Driven Advisers, LLC 12120.24%2.80%5.52%Q3 2020Q2 202312
Destiny Wealth Partners, LLC 12120.06%0.13%0.50%Q4 2020Q3 202312
Barrett Asset Management, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Key FInancial Inc 12120.02%0.09%0.71%Q4 2020Q3 202312
REGIONS FINANCIAL CORP 12120.00%0.00%0.01%Q2 2016Q1 201912
Global Wealth Management Investment Advisory, Inc. 810.00%0.00%0.02%Q2 2019Q3 202311
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11110.16%0.36%0.72%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.08%0.69%Q4 2020Q3 202311
Hayden Royal, LLC 11110.23%0.65%2.02%Q2 2019Q4 202111
Dynamic Advisor Solutions LLC 1010.03%0.09%0.19%Q1 2019Q1 202211
Perennial Investment Advisors, LLC 620.07%0.17%0.26%Q2 2020Q2 202311
Insight Advisors, LLC/ PA 830.05%0.24%0.64%Q4 2020Q3 202311
Stokes Family Office, LLC 11110.15%2.10%3.35%Q1 2021Q3 202311
Spire Wealth Management 11110.11%0.30%0.43%Q1 2021Q3 202311
CAHILL FINANCIAL ADVISORS INC 11110.07%0.65%1.61%Q1 2021Q3 202311
Capital Directions Investment Advisors, LLC 510.01%0.01%0.03%Q2 2019Q3 202211
First Bank & Trust 11110.01%0.01%0.02%Q4 2019Q2 202211
WESBANCO BANK INC 11110.04%0.05%0.08%Q1 2021Q3 202311
Golden State Wealth Management, LLC 710.08%0.17%0.30%Q1 2019Q1 202211
Graham Capital Management, L.P. 11110.01%0.03%0.05%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.21%1.76%3.48%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 710.01%0.12%0.73%Q4 2018Q3 202311
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.00%Q4 2015Q2 202311
Lumature Wealth Partners, LLC 11110.27%1.32%3.25%Q4 2020Q2 202311
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 11112.94%4.77%7.36%Q4 2020Q2 202311
Bogart Wealth, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Beaumont Financial Partners, LLC 530.02%0.03%0.04%Q4 2017Q4 202111
TrueWealth Advisors, LLC 11110.10%0.30%0.42%Q1 2021Q3 202311
COLDSTREAM CAPITAL MANAGEMENT INC 430.03%0.10%0.16%Q3 2015Q3 202311
Larson Financial Group LLC 510.00%0.00%0.00%Q2 2019Q3 202311
Clear Harbor Asset Management, LLC 11110.01%0.08%0.11%Q1 2021Q3 202311
Range Financial Group LLC 11110.30%0.71%1.00%Q1 2021Q3 202311
BLACKROCK ADVISORS LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
QUATTRO FINANCIAL ADVISORS LLC 610.08%3.01%13.32%Q2 2019Q3 202211
BerganKDV Wealth Management, LLC 1010.00%0.48%0.94%Q1 2019Q2 202311
Asset Dedication, LLC 510.00%0.07%0.22%Q1 2016Q3 202311
Tri-Star Advisors Inc. 11110.26%6.69%10.49%Q2 2020Q4 202211
FIRETHORN WEALTH PARTNERS, LLC 830.35%2.55%4.44%Q4 2020Q3 202311
FIFTH THIRD SECURITIES, INC. 650.14%0.23%0.41%Q4 2020Q3 202311
Fortis Advisors, LLC 11110.03%0.06%0.10%Q1 2021Q3 202311
Sterling Financial Planning, Inc. 11110.02%1.26%2.29%Q1 2021Q3 202311
United Asset Strategies, Inc. 10100.04%0.15%0.34%Q3 2018Q4 202010
Retirement Group, LLC 640.00%0.00%0.01%Q4 2020Q3 202310
Haverford Trust Co 10100.01%0.01%0.01%Q4 2019Q1 202210
Chicago Partners Investment Group LLC 510.01%0.16%0.50%Q1 2017Q4 202110
RHS Financial, LLC 10100.89%1.97%3.60%Q2 2021Q3 202310
Financial Strategies Group, Inc. 10101.21%1.86%2.55%Q4 2019Q1 202210
Winslow, Evans & Crocker, Inc. 910.00%0.01%0.02%Q1 2016Q4 202010
Acorn Wealth Advisors, LLC 10100.15%0.19%0.26%Q2 2021Q3 202310
FIDUCIARY TRUST CO 10100.00%0.01%0.03%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.12%0.21%0.29%Q1 2021Q3 202310
Acorns Advisers, LLC 10100.06%0.20%0.27%Q2 2021Q3 202310
SUMITOMO MITSUI FINANCIAL GROUP, INC. 820.00%0.12%0.30%Q1 2021Q3 202310
Arkadios Wealth Advisors 810.01%0.02%0.04%Q4 2019Q3 202310
EQ LLC 820.22%0.37%0.56%Q4 2020Q2 202310
Claraphi Advisory Network, LLC 910.01%0.15%0.31%Q3 2019Q1 202210
Antonetti Capital Management LLC 919.10%13.82%18.50%Q2 2010Q3 202310
Keel Point, LLC 640.03%0.17%0.28%Q1 2020Q3 202310
Savior LLC 10100.00%0.52%0.79%Q4 2019Q1 202210
Good Life Advisors, LLC 730.04%0.11%0.21%Q2 2018Q1 202210
Vestmark Advisory Solutions, Inc. 10100.04%0.09%0.18%Q1 2021Q2 202310
OneDigital Investment Advisors LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
Williams Financial, LLC 613.54%8.01%12.33%Q4 2020Q3 202310
Snider Financial Group 10100.86%0.93%1.10%Q2 2021Q3 202310
PATTON ALBERTSON MILLER GROUP, LLC 10100.08%0.18%0.40%Q1 2019Q2 202110
PATHSTONE FAMILY OFFICE, LLC 420.00%0.01%0.03%Q4 2018Q3 202110
Braun-Bostich & Associates Inc. 640.03%0.23%0.83%Q1 2018Q3 202010
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2015Q3 202310
Summit Wealth Group, LLC 820.24%0.97%1.45%Q1 2021Q3 202310
Ciovacco Capital Management LLC 10100.16%0.43%1.08%Q4 2020Q1 202310
FINANCIAL MANAGEMENT NETWORK INC 10100.18%0.46%2.35%Q4 2020Q1 202310
Selective Wealth Management, Inc. 640.02%0.12%0.28%Q3 2019Q4 202210
55I, LLC 10101.36%3.37%5.05%Q4 2019Q1 202210
Acropolis Investment Management, LLC 640.01%0.02%0.03%Q2 2020Q2 202310
Shinko Asset Management Co., Ltd. 910.03%0.10%0.18%Q3 2013Q3 201610
EVOKE WEALTH, LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
EPG Wealth Management LLC 520.00%0.00%0.01%Q4 2019Q3 202310
FINANCIAL CONSULATE, INC 10100.18%0.37%0.80%Q4 2014Q1 201710
Bison Wealth, LLC 520.01%0.16%0.73%Q3 2020Q3 202310
Financial Engines Advisors L.L.C. 910.00%0.06%0.32%Q3 2018Q3 202310
SWMG, LLC 641.87%2.88%4.92%Q4 2020Q2 202310
CFS Investment Advisory Services, LLC 910.87%2.66%5.42%Q4 2020Q3 202310
Edge Wealth Management LLC 990.00%0.08%0.24%Q4 2019Q4 20219
Family Capital Trust Co 990.00%2.51%4.09%Q2 2021Q2 20239
Pettinga Financial Advisors LLC 720.24%0.46%0.83%Q2 2019Q3 20229
Family Firm, Inc. 990.18%0.27%0.42%Q3 2021Q3 20239
Riggs Asset Managment Co. Inc. 810.00%0.00%0.00%Q3 2018Q3 20239
HawsGoodwin Investment Management LLC 992.10%5.86%10.68%Q4 2019Q4 20219
Lehman & Derafelo Financial Resources LLC 990.00%0.01%0.03%Q4 2018Q4 20209
Eldridge Investment Advisors, Inc. 810.08%1.19%2.52%Q1 2020Q2 20229
Kalos Management, Inc. 990.10%0.13%0.17%Q4 2019Q4 20219
FIRST HAWAIIAN BANK 630.01%0.01%0.02%Q3 2018Q4 20209
TNF LLC 991.84%5.44%8.83%Q3 2021Q3 20239
Burleson & Company, LLC 810.00%0.02%0.05%Q2 2020Q4 20229
AGF INVESTMENTS INC. 810.00%0.00%0.00%Q1 2020Q3 20229
Carroll Financial Associates, Inc. 630.00%0.02%0.06%Q4 2017Q4 20219
PINNACLE FINANCIAL PARTNERS INC 810.02%0.03%0.04%Q1 2019Q2 20219
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.07%Q3 2021Q3 20239
Apollon Wealth Management, LLC 810.01%0.08%0.15%Q2 2020Q3 20239
Mayflower Financial Advisors, LLC 990.04%0.27%0.63%Q3 2021Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 994.90%7.30%11.42%Q4 2019Q4 20219
Ellevest, Inc. 990.00%0.00%0.01%Q3 2019Q3 20219
CAPITAL ONE FINANCIAL CORP 990.04%1.35%2.89%Q1 2020Q1 20229
ZACKS INVESTMENT MANAGEMENT 720.01%0.02%0.04%Q3 2014Q3 20199
Intrua Financial, LLC 990.06%0.26%0.42%Q1 2021Q1 20239
Rosenberg Matthew Hamilton 990.13%0.77%1.81%Q3 2021Q3 20239
MSI Financial Services Inc 510.00%0.01%0.02%Q2 2013Q4 20169
CAPITAL INSIGHT PARTNERS, LLC 990.07%0.20%0.32%Q2 2020Q2 20229
Zions Bancorporation, N.A. 990.02%0.02%0.03%Q1 2020Q1 20229
VERUS CAPITAL PARTNERS, LLC 720.05%0.08%0.13%Q4 2019Q3 20239
BESSEMER GROUP INC 610.00%0.00%0.00%Q4 2018Q3 20229
Tarbox Family Office, Inc. 990.02%0.02%0.03%Q1 2020Q1 20229
WJ Wealth Management, LLC 990.29%5.14%12.77%Q4 2019Q4 20219
Clarity Financial LLC 720.04%0.06%0.16%Q4 2020Q3 20239
Midwest Heritage Bank, FSB 880.88%2.21%4.06%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.42%2.00%5.63%Q4 2021Q3 20238
Meridian Wealth Partners, LLC 620.03%0.58%2.12%Q4 2019Q4 20228
Crestmont Private Wealth LLC 882.12%2.67%3.39%Q4 2021Q3 20238
HRT FINANCIAL LP 310.00%0.03%0.12%Q4 2018Q2 20228
Ascent Group, LLC 880.08%0.13%0.19%Q4 2021Q3 20238
Wedmont Private Capital 883.14%3.59%4.37%Q4 2021Q3 20238
Courage Miller Partners, LLC 880.13%0.18%0.21%Q2 2017Q1 20198
MCF Advisors LLC 530.00%2.60%4.73%Q3 2018Q3 20238
FirstPurpose Wealth LLC 880.40%0.53%0.80%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.41%1.75%4.13%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 320.00%0.10%0.32%Q1 2020Q1 20238
TECTONIC ADVISORS LLC 880.02%0.03%0.04%Q1 2021Q4 20228
City State Bank 880.01%0.02%0.05%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.05%0.10%Q4 2020Q3 20228
Keystone Financial Services 880.50%3.54%7.03%Q4 2021Q3 20238
Patten Group, Inc. 880.00%0.00%0.00%Q3 2016Q2 20188
BANQUE PICTET & CIE SA 710.00%0.06%0.15%Q1 2014Q3 20238
Evercore Wealth Management, LLC 880.00%0.01%0.02%Q1 2016Q4 20178
3D/L Capital Management, LLC 710.06%0.10%0.15%Q1 2021Q1 20238
Financial Sense Advisors, Inc. 530.08%0.13%0.16%Q2 2021Q3 20238
Cassaday & Co Inc. 310.00%0.02%0.10%Q4 2015Q3 20208
Prosperity Planning, Inc. 880.11%0.17%0.25%Q4 2020Q3 20228
Ten Capital Wealth Advisors, LLC 410.00%0.00%0.01%Q4 2020Q1 20238
Rede Wealth, LLC 880.16%0.21%0.34%Q4 2020Q3 20228
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Security Financial Services, INC. 880.34%1.75%3.24%Q4 2021Q3 20238
BlackRock Fund Advisors 880.03%0.04%0.06%Q1 2015Q4 20168
JB Capital LLC 880.16%3.87%6.97%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.02%0.34%0.94%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 880.08%0.12%0.21%Q3 2021Q2 20238
Lantz Financial LLC 880.22%0.64%0.98%Q1 2021Q4 20228
West Wealth Group, LLC 880.77%3.59%6.01%Q4 2021Q3 20238
UMB Bank, n.a. 620.01%0.01%0.01%Q4 2017Q1 20238
GDS Wealth Management 880.03%0.04%0.05%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.09%0.11%0.14%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 510.00%0.00%0.00%Q2 2020Q3 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.07%0.49%0.93%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 883.72%3.99%4.72%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 710.01%0.02%0.06%Q3 2019Q2 20228
CITY HOLDING CO 710.00%0.00%0.01%Q2 2021Q2 20238
AJ WEALTH STRATEGIES, LLC 880.03%0.05%0.08%Q2 2020Q1 20228
EAGLE ROCK INVESTMENT COMPANY, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
ACCESS FINANCIAL SERVICES, INC. 887.73%9.58%10.65%Q4 2021Q3 20238
Financial Partners Group, Inc 530.29%2.50%4.88%Q2 2019Q3 20218
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
WESTERN FINANCIAL Corp 880.49%1.99%4.39%Q4 2020Q3 20228
Apeiron RIA LLC 880.09%1.07%2.47%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.04%0.09%Q4 2021Q3 20238
MCIA Inc 882.14%11.40%27.31%Q4 2019Q3 20218
REILLY FINANCIAL ADVISORS, LLC 620.00%0.00%0.00%Q2 2018Q4 20218
Aspire Wealth Management Corp 880.01%0.23%0.35%Q4 2021Q3 20238
Seascape Capital Management 440.15%2.61%5.13%Q4 2019Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.09%0.16%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 880.45%1.68%2.77%Q4 2021Q3 20238
STEEL GROVE CAPITAL ADVISORS, LLC 880.07%0.31%1.12%Q2 2020Q1 20228
Sandy Spring Bank 510.00%0.00%0.01%Q2 2018Q3 20238
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q1 2020Q3 20238
HSBC HOLDINGS PLC 410.00%0.00%0.01%Q2 2013Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.78%2.16%4.56%Q4 2021Q3 20238
BAR HARBOR WEALTH MANAGEMENT 880.03%0.12%0.24%Q4 2019Q3 20218
Fisher Asset Management, LLC 410.00%0.00%0.00%Q2 2020Q3 20238
TELEMUS CAPITAL, LLC 880.02%0.04%0.05%Q1 2020Q4 20218
Empirical Asset Management, LLC 880.46%0.62%0.74%Q4 2021Q3 20238
Bull Oak Capital, LLC 883.49%4.33%6.10%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.19%1.48%2.83%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.82%1.04%1.22%Q4 2021Q3 20238
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q4 2021Q3 20238
Endurance Wealth Management, Inc. 770.00%0.00%0.01%Q4 2021Q2 20237
Capital Analysts, LLC 610.00%0.03%0.08%Q1 2018Q3 20237
IEQ CAPITAL, LLC 770.01%0.02%0.09%Q1 2022Q3 20237
Commonwealth Equity Services, Inc 770.01%0.02%0.02%Q1 2016Q3 20177
Human Investing LLC 610.01%0.05%0.09%Q4 2018Q2 20227
PrairieView Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
JUNCTURE WEALTH STRATEGIES, LLC 520.12%0.20%0.29%Q2 2018Q2 20227
Ballew Advisors, Inc 771.52%1.72%2.16%Q4 2018Q2 20207
Squar Milner Financial Services LLC 770.07%0.40%0.98%Q4 2018Q2 20207
DAVENPORT & Co LLC 410.00%0.00%0.00%Q4 2018Q3 20227
BALDWIN BROTHERS LLC/MA 430.00%0.00%0.00%Q1 2021Q4 20227
Delek Group, Ltd. 770.05%0.14%0.24%Q4 2017Q2 20197
Rock Creek Group, LP 770.16%1.24%3.11%Q1 2020Q3 20217
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.00%0.03%0.06%Q2 2021Q4 20227
LINCOLN NATIONAL CORP 770.01%0.01%0.03%Q1 2022Q3 20237
Laurel Wealth Advisors, Inc. 520.03%0.10%0.19%Q1 2021Q4 20227
Valeo Financial Advisors, LLC 310.00%0.01%0.01%Q3 2017Q2 20207
ABSOLUTE CAPITAL MANAGEMENT, LLC 770.22%0.48%0.83%Q4 2021Q2 20237
PSI Advisors, LLC 770.00%0.00%0.01%Q3 2021Q1 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.40%0.91%2.28%Q1 2021Q4 20227
Modera Wealth Management, LLC 770.01%0.02%0.04%Q2 2020Q4 20217
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.01%0.03%0.07%Q4 2018Q3 20217
Outlook Wealth Advisors, LLC 771.36%2.57%4.08%Q1 2020Q3 20217
tru Independence LLC 310.00%0.10%0.43%Q4 2019Q1 20227
W ADVISORS, LLC 770.21%0.43%0.74%Q4 2021Q2 20237
WBI INVESTMENTS, LLC 310.08%0.39%1.48%Q2 2015Q3 20187
Ameritas Advisory Services, LLC 610.02%0.02%0.03%Q4 2021Q3 20237
Keystone Financial Group 770.05%0.13%0.19%Q2 2020Q4 20217
Vectors Research Management, LLC 610.00%0.01%0.02%Q3 2019Q4 20217
MCDONALD PARTNERS LLC 770.06%0.09%0.22%Q4 2020Q2 20227
Asset Management One Co., Ltd. 210.12%0.25%0.47%Q1 2018Q2 20237
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q3 2020Q1 20227
MANAGED ACCOUNT ADVISORS LLC 770.00%0.04%0.14%Q4 2013Q2 20157
TCWP LLC 770.96%1.80%2.37%Q4 2021Q2 20237
Hirtle Callaghan & Co LLC 610.05%1.90%5.44%Q4 2017Q3 20237
CLEAR INVESTMENT RESEARCH, LLC 770.01%0.05%0.07%Q1 2016Q3 20177
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 770.48%0.60%0.78%Q2 2020Q4 20217
FLOW TRADERS U.S. LLC 210.04%0.36%1.87%Q1 2018Q4 20227
Weaver Consulting Group 770.11%0.16%0.20%Q1 2019Q3 20207
BMS Financial Advisors, LLC 771.00%3.27%4.34%Q4 2021Q2 20237
Prospera Financial Services Inc 510.01%0.03%0.07%Q3 2020Q3 20237
Bromfield Sneider Wealth Advisors 770.06%0.09%0.14%Q2 2022Q4 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Keebeck Wealth Management, LLC 770.04%0.12%0.21%Q1 2022Q3 20237
Windsor Wealth Management, Inc. 770.12%0.34%0.84%Q1 2020Q3 20217
Merit Financial Group, LLC 770.08%0.24%0.33%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.07%0.21%Q4 2020Q4 20227
Cornerstone Financial Partners, LLC 770.39%2.01%4.26%Q2 2016Q4 20177
Atria Wealth Solutions, Inc. 770.10%0.38%0.63%Q1 2022Q3 20237
Mosaic Family Wealth, LLC 770.11%0.43%0.86%Q4 2017Q2 20197
TBH Global Asset Management, LLC 510.06%0.23%1.04%Q2 2020Q4 20216
ETRADE Capital Management LLC 660.10%1.60%2.54%Q2 2019Q3 20206
Private Ocean, LLC 410.00%0.04%0.24%Q2 2019Q1 20236
Triumph Capital Management 420.11%0.20%0.38%Q3 2021Q3 20236
Certified Advisory Corp 510.01%0.06%0.12%Q2 2019Q1 20216
GW HENSSLER & ASSOCIATES LTD 510.01%0.02%0.03%Q2 2020Q4 20216
Eudaimonia Partners, LLC 660.02%0.11%0.33%Q4 2019Q1 20216
Soltis Investment Advisors LLC 660.06%0.12%0.17%Q4 2019Q1 20216
ALBION FINANCIAL GROUP /UT 660.00%0.01%0.02%Q2 2022Q3 20236
Trinity Wealth Management, LLC 660.46%0.53%0.61%Q3 2021Q4 20226
Tempus Wealth Planning, LLC 660.23%0.44%0.66%Q2 2022Q3 20236
Mitsubishi UFJ Asset Management (UK) Ltd. 6616.79%42.84%64.66%Q3 2018Q4 20196
Betterment LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SELDON CAPITAL LP 660.16%0.22%0.26%Q2 2022Q3 20236
My Legacy Advisors, LLC 330.10%0.51%0.87%Q1 2022Q3 20236
Royal Fund Management, LLC 110.00%0.01%0.04%Q4 2017Q4 20226
Resurgent Financial Advisors LLC 660.04%0.24%0.43%Q2 2022Q3 20236
Essex Savings Bank 420.06%0.08%0.11%Q4 2018Q3 20236
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2019Q3 20236
BOKF, NA 310.00%0.01%0.01%Q3 2017Q3 20236
AlphaStar Capital Management, LLC 660.02%0.03%0.04%Q3 2021Q4 20226
New Vernon Capital Holdings II LLC 666.95%11.30%15.68%Q2 2016Q3 20176
Oakworth Capital, Inc. 510.00%1.21%1.70%Q2 2020Q3 20236
Ruggie Capital Group 410.01%0.31%0.64%Q2 2015Q3 20196
Capital Planning LLC 660.11%0.46%1.25%Q4 2020Q1 20226
ICA Group Wealth Management, LLC 660.01%0.05%0.06%Q1 2022Q2 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.05%0.06%0.07%Q2 2022Q3 20236
Source Financial Advisors LLC 662.15%3.14%4.16%Q2 2022Q3 20236
Dentgroup LLC 420.16%0.28%0.39%Q4 2021Q2 20236
Crescent Grove Advisors, LLC 660.03%0.16%0.22%Q4 2019Q1 20216
Parcion Private Wealth LLC 660.10%0.36%0.99%Q2 2022Q3 20236
Regency Capital Management Inc.\DE 660.10%1.52%3.66%Q1 2021Q2 20226
Winthrop Advisory Group LLC 660.05%0.07%0.11%Q3 2020Q4 20216
Visionary Wealth Advisors 660.04%0.59%1.08%Q4 2019Q1 20216
Dorsey & Whitney Trust CO LLC 660.16%0.20%0.25%Q2 2022Q3 20236
KEYBANK NATIONAL ASSOCIATION/OH 310.00%0.00%0.01%Q3 2016Q2 20236
Karn, Couzens & Associates, Inc. 660.34%0.42%0.51%Q4 2020Q1 20226
TFO Wealth Partners, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.27%0.46%0.56%Q4 2019Q3 20216
Paladin Advisory Group, LLC 510.10%1.72%3.94%Q4 2021Q3 20236
Trilogy Capital Inc. 661.14%1.33%1.54%Q2 2022Q3 20236
Accel Wealth Management 330.01%0.03%0.07%Q1 2021Q1 20236
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q3 2014Q1 20166
CAROLINAS WEALTH CONSULTING LLC 510.00%0.06%0.08%Q4 2021Q3 20236
Global Financial Private Capital, Inc 510.01%0.87%1.27%Q3 2018Q2 20206
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.01%0.04%0.07%Q1 2022Q3 20236
Nationwide Fund Advisors 6612.03%13.09%13.88%Q2 2022Q3 20236
Independent Wealth Network Inc. 660.24%0.36%0.46%Q2 2022Q3 20236
SIGMA INVESTMENT COUNSELORS INC 660.02%0.03%0.04%Q4 2020Q1 20226
Capital Asset Advisory Services LLC 420.04%0.04%0.06%Q3 2020Q3 20236
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q4 2021Q1 20236
Sumitomo Mitsui Trust Holdings, Inc. 660.02%0.02%0.03%Q3 2014Q4 20156
Cardan Capital Partners, LLC 410.03%2.45%3.47%Q4 2018Q4 20206
Sovereign Financial Group, Inc. 420.20%0.25%0.31%Q4 2021Q2 20236
RHUMBLINE ADVISERS 660.00%0.00%0.00%Q2 2022Q3 20236
Cresset Asset Management, LLC 210.00%0.01%0.04%Q1 2019Q3 20236
Blue Trust, Inc. 660.22%0.40%0.60%Q2 2022Q3 20236
Clear Perspectives Financial Planning, LLC 660.00%0.03%0.13%Q4 2020Q1 20226
Penobscot Investment Management Company, Inc. 660.04%0.07%0.10%Q4 2020Q1 20226
D.A. DAVIDSON & CO. 310.00%0.01%0.02%Q2 2015Q2 20216
Stonehearth Capital Management, LLC 660.44%0.54%0.68%Q3 2022Q4 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q2 2017Q3 20186
Foothills Asset Management, Ltd. 660.82%1.04%1.41%Q4 2018Q1 20206
Westside Investment Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
BNP PARIBAS FINANCIAL MARKETS 320.00%0.00%0.00%Q4 2021Q3 20235
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
MBA Advisors LLC 550.18%0.34%0.83%Q1 2021Q1 20225
Annandale Capital, LLC 553.22%3.53%3.64%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 550.58%1.41%2.42%Q3 2022Q3 20235
Aurora Private Wealth, Inc. 550.21%0.36%0.47%Q4 2019Q4 20205
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Syntal Capital Partners, LLC 551.44%1.80%2.15%Q3 2022Q3 20235
Sturgeon Ventures LLP 550.04%0.05%0.07%Q3 2020Q3 20215
Biltmore Capital Advisors LLC 550.70%0.99%1.28%Q4 2020Q4 20215
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q1 20225
Strengthening Families & Communities, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
TIAA Kaspick, LLC 551.98%2.58%4.15%Q1 2019Q1 20205
EP Wealth Advisors, LLC 550.86%1.15%1.61%Q3 2022Q3 20235
JONES FINANCIAL COMPANIES LLLP 550.00%0.00%0.00%Q4 2020Q4 20215
Ameliora Wealth Management Ltd. 550.08%1.00%2.41%Q3 2022Q3 20235
Lifeworks Advisors, LLC 550.12%1.59%3.06%Q3 2022Q3 20235
TCI Wealth Advisors, Inc. 410.00%0.00%0.00%Q1 2017Q1 20235
Parisi Gray Wealth Management 410.00%0.00%0.01%Q4 2017Q2 20215
Latitude Advisors, LLC 410.15%0.28%0.39%Q2 2021Q3 20235
Clean Yield Group 410.00%0.17%0.27%Q1 2022Q3 20235
Strategic Asset Management, LLC 551.06%1.22%1.49%Q3 2021Q3 20225
Freestone Capital Holdings, LLC 210.00%0.01%0.02%Q3 2020Q4 20225
Miracle Mile Advisors, LLC 550.01%1.16%3.09%Q3 2022Q3 20235
Ascent Wealth Partners, LLC 550.06%0.06%0.08%Q3 2022Q3 20235
KENFARB & CO. 550.13%0.13%0.14%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
Hudson Capital Management LLC 550.13%0.18%0.21%Q1 2020Q1 20215
IRON Financial LLC 550.90%0.97%1.03%Q3 2022Q3 20235
Principle Wealth Partners LLC 410.00%0.07%0.16%Q2 2020Q3 20215
MGO ONE SEVEN LLC 310.00%0.13%0.58%Q1 2018Q3 20235
MMA ASSET MANAGEMENT LLC 550.89%1.23%2.28%Q4 2020Q4 20215
MKT Advisors LLC 410.16%0.20%0.23%Q4 2021Q1 20235
CoreCap Advisors, LLC 550.02%0.07%0.10%Q4 2021Q4 20225
Prestige Wealth Management Group LLC 550.12%0.18%0.29%Q3 2019Q3 20205
Sage Advisory Services, Ltd.Co. 550.04%0.05%0.05%Q1 2018Q1 20195
Jaffetilchin Investment Partners, LLC 550.04%0.15%0.41%Q3 2019Q3 20205
Simplicity Wealth,LLC 550.26%0.81%1.77%Q3 2022Q3 20235
UBS AG 550.00%0.00%0.01%Q3 2013Q3 20145
Spartan Planning & Wealth Management 411.26%1.46%1.84%Q1 2022Q3 20235
Beaird Harris Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.03%0.03%0.04%Q4 2021Q4 20225
Krilogy Financial LLC 550.03%0.04%0.07%Q4 2021Q4 20225
Renasant Bank 550.26%0.39%0.55%Q3 2022Q3 20235
OPPENHEIMER & CO INC 410.00%0.00%0.01%Q2 2022Q3 20235
Avestar Capital, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
SeaBridge Investment Advisors LLC 551.64%2.57%4.19%Q3 2022Q3 20235
First Command Advisory Services, Inc. 320.00%0.00%0.00%Q4 2021Q3 20235
RONALD BLUE & CO LLC 210.01%0.02%0.04%Q4 2013Q4 20155
Horan Securities, Inc. 410.00%0.01%0.01%Q2 2020Q3 20225
Capital CS Group, LLC 550.28%0.60%1.08%Q1 2021Q1 20225
Capital Advisory Group Advisory Services, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
BDO Wealth Advisors, LLC 410.00%0.00%0.00%Q1 2021Q2 20235
Physician Wealth Advisors, Inc. 551.84%2.11%2.51%Q3 2019Q3 20205
SEI INVESTMENTS CO 410.00%0.00%0.00%Q4 2015Q1 20185
GeoWealth Management, LLC 410.00%0.06%0.16%Q3 2021Q3 20235
ROWLANDMILLER & PARTNERS.ADV 410.10%0.12%0.14%Q1 2020Q3 20215
LEAVELL INVESTMENT MANAGEMENT, INC. 550.12%0.16%0.23%Q3 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 310.00%0.00%0.00%Q2 2020Q2 20235
ADVISOR PARTNERS II, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Donoghue Forlines LLC 411.73%2.35%2.79%Q1 2022Q3 20235
Virtu KCG Holdings LLC 210.00%0.01%0.03%Q1 2015Q4 20165
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.03%0.14%Q1 2019Q1 20205
Versant Capital Management, Inc 210.00%0.01%0.01%Q4 2017Q2 20235
Wescott Financial Advisory Group, LLC 550.06%0.07%0.10%Q3 2022Q3 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q4 20205
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q1 2019Q3 20235
Global Wealth Strategies & Associates 552.01%4.18%5.01%Q4 2022Q4 20235
JNBA Financial Advisors 410.00%0.00%0.00%Q1 2019Q4 20215
Wayfinding Financial, LLC 550.32%0.41%0.58%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Emerald Advisors, LLC 410.53%0.93%1.62%Q4 2019Q3 20215
ADVISOR PARTNERS LLC 550.02%0.02%0.03%Q2 2021Q2 20225
AllSquare Wealth Management LLC 320.00%0.01%0.01%Q4 2016Q1 20185
One Day In July LLC 441.75%1.78%1.84%Q4 2022Q3 20234
Strategic Wealth Management Group, LLC 440.29%0.38%0.51%Q3 2020Q2 20214
PRUDENTIAL PLC 310.02%0.06%0.11%Q1 2022Q3 20234
Derbend Asset Management 442.35%2.53%2.75%Q2 2021Q1 20224
Laird Norton Wetherby Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
DRW Securities, LLC 310.01%0.04%0.10%Q2 2013Q2 20144
Watermark Asset Management, Inc. 440.42%0.56%0.64%Q1 2018Q4 20184
Financial Advisory Group 311.47%2.13%3.53%Q4 2018Q3 20234
Avion Wealth 440.00%0.00%0.00%Q3 2022Q2 20234
Lighthouse Financial Advisors, Inc. 440.25%0.36%0.44%Q2 2020Q1 20214
Smart Money Group LLC 440.45%1.57%2.78%Q4 2019Q3 20204
DAGCO, INC. 440.31%1.00%2.03%Q2 2021Q1 20224
Western Financial Corp/CA 442.93%3.30%3.57%Q4 2022Q3 20234
VESTOR CAPITAL, LLC 440.01%0.03%0.06%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.07%0.30%0.46%Q4 2022Q3 20234
ARGI Investment Services, LLC 310.12%0.60%0.78%Q4 2017Q4 20224
Grant Street Asset Management, Inc. 440.02%8.67%12.40%Q2 2020Q1 20214
Family Asset Management, LLC 440.03%0.35%0.90%Q4 2022Q3 20234
Sentinus, LLC 441.54%2.92%6.29%Q3 2022Q2 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.06%0.29%0.58%Q4 2022Q3 20234
Atlantic Union Bankshares Corp 440.02%0.03%0.03%Q1 2021Q4 20214
BTS Asset Management, Inc. 440.12%0.25%0.41%Q4 2022Q3 20234
New Republic Capital, LLC 440.04%0.12%0.19%Q4 2022Q3 20234
Wagner Wealth Management, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.05%0.06%Q4 2022Q3 20234
Legacy Financial Group LLC 440.12%0.68%1.40%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 310.01%0.02%0.02%Q2 2018Q3 20194
Birchcreek Wealth Management, LLC 440.87%1.28%1.49%Q4 2020Q3 20214
FourThought Financial Partners, LLC 440.11%0.12%0.12%Q4 2022Q3 20234
Johnson Financial Group, Inc. 220.00%0.01%0.02%Q3 2022Q3 20234
Joseph P. Lucia & Associates, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Strategic Wealth Partners, Ltd. 310.00%0.12%0.31%Q3 2019Q1 20234
Watson Rebecca 442.24%2.55%3.37%Q4 2019Q3 20204
Beacon Bridge Wealth Partners, LLC 440.20%1.37%3.42%Q4 2022Q3 20234
NCM Capital Management, LLC 441.08%1.17%1.29%Q1 2022Q4 20224
abrdn plc 440.00%0.00%0.00%Q3 2021Q2 20224
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2020Q3 20234
Zhang Financial LLC 440.02%0.03%0.03%Q3 2022Q2 20234
Cougar Global Investments Ltd 440.50%1.05%1.28%Q1 2016Q4 20164
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.02%1.05%2.12%Q3 2022Q3 20234
Stadion Money Management, LLC 442.81%3.26%3.72%Q1 2022Q4 20224
Hutchens & Kramer Investment Management Group, LLC 440.12%0.16%0.24%Q4 2021Q3 20224
WIN ADVISORS, INC 440.00%0.00%0.00%Q1 2022Q4 20224
SCHMIDT P J INVESTMENT MANAGEMENT INC 441.03%1.91%2.83%Q4 2022Q3 20234
Arlington Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Golden State Equity Partners 210.10%0.21%0.44%Q4 2020Q3 20234
Insight Wealth Strategies, LLC 440.12%0.26%0.34%Q4 2020Q3 20214
Signature Wealth Management Group 440.02%0.02%0.02%Q4 2017Q3 20184
Tortoise Investment Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Clifford Group, LLC 441.06%1.83%2.48%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.07%0.67%2.45%Q4 2021Q3 20224
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.00%0.00%0.01%Q2 2017Q1 20184
Strategies Wealth Advisors, LLC 310.06%0.87%1.76%Q4 2021Q4 20224
FOSTER & MOTLEY INC 440.05%0.06%0.07%Q4 2022Q3 20234
Arden Trust Co 441.18%1.40%1.80%Q1 2023Q4 20234
Alliance Wealth Advisors, LLC /UT 440.36%0.39%0.43%Q4 2022Q3 20234
CUTLER INVESTMENT COUNSEL LLC 440.07%1.65%2.26%Q4 2022Q3 20234
Beacon Capital Management, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Klaas Financial Asset Advisors, LLC 441.97%2.07%2.20%Q4 2022Q3 20234
Harel Insurance Investments & Financial Services Ltd. 440.00%0.00%0.01%Q4 2022Q3 20234
MOULTON WEALTH MANAGEMENT, INC 442.82%6.32%9.14%Q4 2019Q3 20204
Centerpoint Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Barnett & Company, Inc. 220.00%0.02%0.05%Q3 2019Q4 20214
Wallace Advisory Group, LLC 440.39%0.41%0.42%Q4 2022Q3 20234
Legacy Financial Advisors, Inc. 440.66%4.34%7.21%Q1 2021Q4 20214
WBH ADVISORY INC 310.09%0.16%0.22%Q1 2022Q1 20234
STABLEFORD CAPITAL II LLC 220.44%3.33%6.70%Q3 2022Q3 20234
DFPG INVESTMENTS, LLC 440.32%0.38%0.53%Q4 2022Q3 20234
QUADRANT CAPITAL GROUP LLC 220.00%0.01%0.01%Q4 2019Q2 20234
Gateway Wealth Partners, LLC 440.06%0.12%0.18%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.62%1.46%1.88%Q4 2022Q3 20234
S.C. Financial Services, Inc. 440.64%0.82%0.89%Q4 2021Q3 20224
COMERICA SECURITIES INC 440.12%0.15%0.17%Q1 2018Q4 20184
BARCLAYS PLC 310.00%0.01%0.02%Q2 2021Q3 20234
ALLIANCEBERNSTEIN L.P. 210.00%0.02%0.03%Q3 2020Q3 20234
BROWN ADVISORY INC 440.02%0.03%0.04%Q4 2022Q3 20234
Wealth Alliance Advisory Group, LLC 440.14%0.81%2.82%Q4 2017Q3 20184
TFB Advisors LLC 440.56%0.99%1.73%Q4 2022Q3 20234
Scissortail Wealth Management, LLC 440.29%1.09%1.53%Q4 2021Q3 20224
TRUEWEALTH LLC 440.02%0.02%0.02%Q4 2017Q3 20184
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q4 2019Q3 20234
HOHIMER WEALTH MANAGEMENT, LLC 440.05%0.08%0.12%Q4 2021Q3 20224
Cyndeo Wealth Partners, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Samalin Investment Counsel, LLC 310.02%0.11%0.15%Q4 2019Q1 20224
Wealth Advisory Solutions, LLC 440.62%0.64%0.65%Q3 2022Q2 20234
Edmond de Rothschild (Europe) 440.03%0.25%0.67%Q3 2015Q2 20164
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.02%0.05%Q4 2022Q3 20234
Wick Capital Partners, LLC 210.17%0.70%2.18%Q4 2021Q3 20234
Altium Wealth Management LLC 310.04%0.11%0.16%Q4 2017Q3 20194
REGIMEN WEALTH, LLC 440.10%0.37%0.69%Q4 2022Q3 20234
Stewardship Financial Advisors, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.56%1.29%1.88%Q4 2022Q3 20234
MJP ASSOCIATES INC /ADV 440.08%0.08%0.09%Q4 2020Q3 20214
Columbus Macro, LLC 441.42%2.18%2.98%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 443.78%5.93%7.23%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.65%0.68%0.71%Q4 2022Q3 20234
FIDUCIARY TRUST INTERNATIONAL LLC 440.14%0.16%0.18%Q3 2019Q2 20204
Foster Group, Inc. 440.11%0.14%0.20%Q4 2022Q3 20234
MRA Associates USA LLC 440.03%0.57%1.31%Q4 2018Q3 20194
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2019Q4 20224
Hoxton Planning & Management, LLC 441.24%2.21%3.20%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.15%0.24%0.40%Q4 2021Q3 20224
Optas, LLC 440.21%1.23%2.44%Q4 2022Q3 20234
Park Place Capital Corp 440.26%0.40%0.50%Q4 2022Q3 20234
1832 Asset Management L.P. 310.05%0.23%0.35%Q1 2022Q3 20234
Advocacy Wealth Management Services, LLC 220.00%0.00%0.00%Q4 2017Q1 20224
Beacon Pointe Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.50%0.62%0.70%Q4 2022Q3 20234
Sage Mountain Advisors LLC 210.00%0.00%0.01%Q3 2021Q3 20233
Crestwood Advisors Group, LLC 330.91%1.45%1.86%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.23%0.36%0.49%Q4 2022Q3 20233
SageGuard Financial Group, LLC 330.19%0.20%0.21%Q4 2020Q2 20213
Phoenix Wealth Advisors 330.01%0.01%0.01%Q4 2020Q2 20213
Strategic Financial Concepts, LLC 330.62%1.02%1.54%Q1 2023Q3 20233
GRIES FINANCIAL LLC 210.09%0.12%0.13%Q4 2021Q3 20223
Hedeker Wealth, LLC 332.30%5.34%7.25%Q4 2020Q2 20213
VisionPoint Advisory Group, LLC 330.24%0.24%0.26%Q2 2020Q4 20203
Cornerstone Retirement Group, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
AlphaCore Capital LLC 210.00%0.09%0.26%Q3 2021Q3 20233
GoalVest Advisory LLC 110.00%0.00%0.01%Q2 2021Q3 20233
Syntegra Private Wealth Group, LLC 330.05%0.06%0.06%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.04%0.05%0.06%Q3 2022Q3 20233
NewEdge Wealth, LLC 210.01%0.01%0.01%Q3 2022Q2 20233
ORG Partners LLC 330.08%1.44%2.58%Q1 2023Q3 20233
Headlands Technologies LLC 210.02%0.21%0.56%Q4 2022Q3 20233
TOTH FINANCIAL ADVISORY CORP 210.00%0.00%0.00%Q4 2018Q4 20213
MACROVIEW INVESTMENT MANAGEMENT LLC 330.05%0.05%0.05%Q2 2017Q4 20173
Mach-1 Financial Group, LLC 210.01%0.04%0.08%Q2 2022Q1 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Fund Evaluation Group, LLC 336.11%9.48%11.47%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.01%0.01%Q2 2021Q3 20223
IAG Wealth Partners, LLC 210.01%0.02%0.03%Q4 2021Q1 20233
ATWOOD & PALMER INC 330.00%0.00%0.00%Q4 2020Q2 20213
Smith Anglin Financial, LLC 332.52%2.78%3.22%Q1 2023Q3 20233
TRANSATLANTIQUE PRIVATE WEALTH LLC 210.21%0.31%0.50%Q3 2022Q2 20233
Wealth & Pension Services Group, Inc. 331.08%1.10%1.13%Q1 2019Q3 20193
ENTERPRISE FINANCIAL SERVICES CORP 330.07%0.09%0.10%Q1 2021Q3 20213
PETRA FINANCIAL ADVISORS INC 210.51%0.59%0.70%Q4 2022Q3 20233
Lindbrook Capital, LLC 210.00%0.00%0.01%Q2 2020Q3 20223
Mattern Wealth Management LLC 330.10%1.43%2.12%Q1 2020Q3 20203
HOWE & RUSLING INC 210.00%0.00%0.00%Q1 2019Q3 20233
Corient Private Wealth LLC 210.00%0.00%0.00%Q4 2022Q3 20233
BRIGHTON JONES LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Premia Global Advisors, LLC 210.04%0.04%0.06%Q1 2018Q1 20193
Model Capital Management LLC 330.44%13.68%20.39%Q3 2020Q1 20213
Glass Jacobson Investment Advisors llc 210.00%0.01%0.01%Q4 2022Q3 20233
DHK Financial Advisors, Inc. 330.43%0.51%0.64%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
COMMERCE BANK 210.00%0.39%0.61%Q2 2022Q3 20233
Q3 Asset Management 210.27%1.55%2.22%Q1 2020Q1 20223
DMC Group, LLC 330.25%0.26%0.28%Q4 2021Q2 20223
Tyler-Stone Wealth Management 330.00%0.00%0.01%Q4 2021Q2 20223
Hoese & Co LLP 338.86%14.39%17.28%Q2 2023Q4 20233
Old North State Trust, LLC 330.04%0.04%0.04%Q1 2021Q3 20213
Occidental Asset Management, LLC 332.01%2.17%2.37%Q1 2023Q3 20233
Sawyer & Company, Inc 330.01%0.01%0.01%Q4 2022Q2 20233
Oxinas Partners Wealth Management LLC 330.13%0.19%0.22%Q1 2021Q3 20213
First Personal Financial Services 330.00%0.00%0.01%Q1 2023Q3 20233
Cadence Bank 330.02%0.02%0.03%Q1 2023Q3 20233
Global Trust Asset Management, LLC 210.00%0.20%0.38%Q2 2018Q2 20193
Capital Investment Advisors, LLC 210.01%0.01%0.02%Q2 2022Q3 20233
PFG Investments, LLC 330.05%0.58%0.86%Q1 2023Q3 20233
CHOREO, LLC 330.07%0.09%0.11%Q1 2023Q3 20233
Lumbard & Kellner, LLC 330.08%0.25%0.36%Q4 2020Q2 20213
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.04%0.06%Q2 2020Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Pasadena Private Wealth, LLC 332.11%2.30%2.61%Q2 2019Q4 20193
Apella Capital, LLC 330.02%0.03%0.05%Q2 2023Q4 20233
DAVIDSON INVESTMENT ADVISORS 330.00%0.01%0.01%Q4 2016Q2 20173
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.04%0.06%Q4 2021Q3 20233
Wealth Management Solutions, LLC 330.16%0.18%0.21%Q4 2021Q2 20223
HHM Wealth Advisors, LLC 210.01%0.01%0.01%Q3 2020Q3 20233
GODSEY & GIBB, INC 210.06%0.07%0.07%Q4 2021Q3 20223
Engrave Wealth Partners LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Proquility Private Wealth Partners, LLC 330.39%0.39%0.40%Q1 2023Q3 20233
LAKE STREET ADVISORS GROUP, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.04%0.09%0.13%Q1 2023Q3 20233
Hobart Private Capital, LLC 330.09%1.88%5.45%Q4 2022Q2 20233
Ullmann Wealth Partners Group, LLC 330.05%0.22%0.45%Q1 2023Q3 20233
Waterloo Capital, L.P. 210.13%0.28%0.51%Q1 2020Q3 20233
Hoover Financial Advisors, Inc. 210.00%0.01%0.02%Q2 2020Q2 20213
Freedom Investment Management, Inc. 330.07%0.08%0.09%Q4 2014Q2 20153
Client First Capital LLC 330.15%0.19%0.25%Q4 2021Q2 20223
Herold Advisors, Inc. 330.03%0.08%0.10%Q3 2021Q1 20223
Argentus Capital Management, LLC 330.09%0.13%0.20%Q1 2016Q3 20163
Better Money Decisions, LLC 330.04%0.04%0.04%Q1 2021Q3 20213
Shamrock Asset Management LLC 330.62%0.91%1.10%Q1 2019Q3 20193
BlackRock Investment Management, LLC 330.00%0.01%0.01%Q2 2016Q4 20163
EMFO, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
OLD MISSION CAPITAL LLC 110.02%0.05%0.07%Q2 2022Q3 20233
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
HAZLETT, BURT & WATSON, INC. 330.01%0.01%0.01%Q1 2022Q3 20223
WealthPlan Investment Management, LLC 210.03%0.06%0.10%Q1 2022Q4 20223
Koshinski Asset Management, Inc. 110.04%0.06%0.09%Q3 2018Q4 20193
Hightower 6M Holding, LLC 330.25%0.26%0.26%Q1 2022Q3 20223
SouthState Corp 210.01%0.02%0.04%Q3 2021Q1 20233
Intellectus Partners, LLC 330.08%0.10%0.11%Q2 2020Q4 20203
Scarborough Advisors, LLC 330.15%0.49%0.93%Q1 2022Q3 20223
Kowal Investment Group, LLC 330.09%0.14%0.18%Q1 2022Q3 20223
Sand Hill Global Advisors, LLC 210.02%0.90%1.46%Q3 2022Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.19%0.58%0.92%Q1 2023Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q1 2023Q3 20233
Rinkey Investments 330.37%0.43%0.48%Q4 2022Q2 20233
Bluefin Trading, LLC 210.02%0.05%0.08%Q2 2013Q1 20143
Balter Liquid Alternatives, LLC 330.76%0.89%1.09%Q1 2016Q3 20163
TOMPKINS FINANCIAL CORP 330.00%0.00%0.00%Q2 2023Q4 20233
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2018Q4 20213
Inscription Capital, LLC 210.05%0.06%0.06%Q4 2018Q2 20213
LifeSteps Financial, Inc. 330.50%0.56%0.61%Q1 2022Q3 20223
MILESTONE ASSET MANAGEMENT, LLC 330.10%0.13%0.16%Q4 2022Q2 20233
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
HBK Sorce Advisory LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Global Endowment Management, LP 330.09%0.18%0.22%Q1 2016Q3 20163
Almanack Investment Partners, LLC. 330.18%0.24%0.29%Q1 2019Q3 20193
Boyd Wealth Management, LLC 330.55%2.93%4.44%Q2 2022Q4 20223
National Wealth Management Group, LLC 330.47%0.49%0.52%Q1 2023Q3 20233
ShoreHaven Wealth Partners, LLC 110.42%0.62%0.72%Q1 2022Q1 20233
Merriman Wealth Management, LLC 210.34%1.28%1.82%Q2 2018Q4 20223
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Financial Gravity Asset Management, Inc. 330.00%0.02%0.04%Q1 2023Q3 20233
Vertex Planning Partners, LLC 330.10%0.18%0.22%Q4 2022Q2 20233
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
RCS Financial Planning, LLC 330.41%0.65%0.80%Q4 2022Q2 20233
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.02%Q3 2021Q3 20232
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Rice Partnership, LLC 110.03%0.04%0.04%Q3 2019Q2 20202
Willingdon Wealth Management 220.01%0.01%0.01%Q3 2019Q4 20192
Magnus Financial Group LLC 220.05%0.05%0.06%Q1 2021Q2 20212
Beverly Hills Private Wealth, LLC 220.10%0.12%0.14%Q4 2022Q1 20232
Portside Wealth Group, LLC 220.91%0.91%0.92%Q2 2023Q3 20232
Interchange Capital Partners, LLC 220.13%0.14%0.14%Q4 2020Q1 20212
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20232
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2020Q2 20232
Smithfield Trust Co 220.01%0.01%0.01%Q3 2015Q4 20152
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q4 2022Q1 20232
Penserra Capital Management LLC 110.00%0.00%0.01%Q2 2019Q1 20202
CVA Family Office, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Garden State Investment Advisory Services LLC 220.18%0.18%0.18%Q2 2023Q3 20232
DOLIVER ADVISORS, LP 220.18%0.26%0.34%Q2 2020Q3 20202
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
First Command Bank 110.01%0.01%0.01%Q2 2017Q1 20222
FFT WEALTH MANAGEMENT LLC 220.03%0.07%0.10%Q1 2023Q2 20232
Highstreet Asset Management Inc. 110.01%0.07%0.14%Q4 2018Q4 20192
Certus Wealth Management, LLC 221.09%1.84%2.58%Q2 2023Q3 20232
Argent Trust Co 220.01%0.05%0.08%Q2 2023Q3 20232
Waverly Advisors, LLC 220.05%0.06%0.07%Q4 2019Q1 20202
SIMON QUICK ADVISORS, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
UNION SAVINGS BANK 220.02%0.02%0.02%Q2 2023Q3 20232
Stolper Co 220.35%0.36%0.38%Q1 2020Q2 20202
WELCH & FORBES LLC 220.00%0.00%0.00%Q3 2020Q4 20202
ESL Trust Services, LLC 221.77%1.98%2.20%Q4 2019Q1 20202
COOK WEALTH MANAGEMENT GROUP LLC 224.36%7.37%10.37%Q2 2023Q3 20232
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.05%0.05%0.06%Q2 2023Q3 20232
Centric Wealth Management 220.79%0.80%0.82%Q2 2022Q3 20222
Counsel Portfolio Services Inc. 220.05%0.07%0.09%Q1 2016Q2 20162
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
NorthCoast Asset Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Meridian Wealth Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Cosner Financial Group, LLC 221.69%1.71%1.74%Q2 2023Q3 20232
Disciplined Investments, LLC 220.01%0.03%0.06%Q4 2019Q1 20202
SimpliFi, Inc. 225.72%5.76%5.80%Q2 2020Q3 20202
Asset Planning Services, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Semus Wealth Partners LLC 220.22%0.24%0.26%Q1 2023Q2 20232
First Command Financial Services, Inc. 110.00%0.01%0.01%Q2 2017Q1 20222
PFG Private Wealth Management, LLC 110.00%0.02%0.04%Q2 2022Q3 20232
BRINKER CAPITAL INC 220.01%0.01%0.01%Q1 2020Q2 20202
CARDIFF PARK ADVISORS, LLC 220.25%0.25%0.25%Q2 2022Q3 20222
Crewe Advisors LLC 220.08%0.09%0.10%Q2 2022Q3 20222
BEAM WEALTH ADVISORS, INC. 220.68%0.74%0.80%Q2 2022Q3 20222
Pinnacle Private Wealth, LLC 220.19%0.21%0.23%Q1 2022Q2 20222
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q4 2019Q1 20202
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.04%0.05%0.05%Q1 2023Q2 20232
Piscataqua Savings Bank 220.02%0.02%0.02%Q1 2021Q2 20212
ALESCO ADVISORS LLC 222.12%2.22%2.33%Q2 2023Q3 20232
True Wealth Design, LLC 220.00%0.02%0.03%Q1 2023Q2 20232
USCA RIA LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Clark Capital Management Group, Inc. 110.01%0.02%0.03%Q1 2017Q1 20232
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Laidlaw Wealth Management LLC 220.07%0.12%0.17%Q2 2023Q3 20232
Aprio Wealth Management, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.02%0.02%0.02%Q2 2016Q3 20162
Riverview Trust Co 220.00%0.00%0.00%Q4 2020Q1 20212
Urban Wealth Management, LLC 110.22%0.25%0.29%Q4 2020Q2 20222
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
MTM Investment Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Summit Place Financial Advisors, LLC 220.20%0.32%0.43%Q1 2021Q2 20212
NatWest Group plc 110.05%0.07%0.08%Q2 2016Q4 20162
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Allegis Investment Advisors, LLC 221.38%1.56%1.74%Q4 2017Q1 20182
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
JD Financial Services Inc. 220.29%0.30%0.32%Q4 2020Q1 20212
MOTCO 220.00%0.00%0.01%Q2 2023Q3 20232
Fosun International Ltd 220.00%0.00%0.00%Q3 2019Q4 20192
TD Capital Management LLC 110.00%0.00%0.01%Q3 2017Q3 20202
Santori & Peters, Inc. 220.27%0.27%0.28%Q4 2020Q1 20212
HBC Financial Services, PLLC 220.00%0.00%0.00%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.66%1.41%2.15%Q3 2022Q4 20222
Kingdom Financial Group LLC. 220.54%0.55%0.56%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Sandy Cove Advisors, LLC 220.34%0.34%0.34%Q2 2023Q3 20232
Redhawk Wealth Advisors, Inc. 110.00%0.05%0.10%Q2 2019Q1 20202
Pallas Capital Advisors LLC 220.05%0.06%0.08%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
STOCK YARDS BANK & TRUST CO 220.12%0.14%0.15%Q2 2016Q3 20162
BOSTON FINANCIAL MANGEMENT LLC 220.01%0.01%0.01%Q1 2020Q2 20202
abrdn Investment Management Ltd 220.00%0.00%0.00%Q1 2017Q2 20172
Choate Investment Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
WCG Wealth Advisors LLC 220.26%0.34%0.42%Q2 2023Q3 20232
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20152
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q4 2019Q1 20222
Orion Capital Management LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Focused Wealth Management, Inc 110.00%0.00%0.01%Q1 2022Q4 20222
Fairhaven Wealth Management, LLC 220.14%0.15%0.16%Q2 2020Q3 20202
Surevest, LLC 220.10%0.10%0.10%Q2 2019Q3 20192
Leelyn Smith, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
CENTRAL TRUST Co 110.00%0.00%0.01%Q3 2016Q2 20232
Shelter Mutual Insurance Co 220.27%0.28%0.30%Q2 2023Q3 20232
Register Financial Advisors LLC 220.00%0.01%0.01%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 110.00%0.01%0.01%Q4 2021Q3 20222
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2021Q4 20222
Coppell Advisory Solutions Corp. 220.07%0.26%0.45%Q4 2022Q1 20232
Roger Wittlin Investment Advisory, LLC 220.68%0.72%0.75%Q4 2021Q1 20222
MOORE CAPITAL MANAGEMENT, LP 220.13%0.15%0.16%Q2 2020Q3 20202
Cypress Capital Group 220.08%0.08%0.08%Q2 2023Q3 20232
OTA Financial Group L.P. 220.22%0.44%0.66%Q3 2020Q4 20202
MidWestOne Financial Group, Inc. 220.04%0.06%0.08%Q2 2023Q3 20232
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
SRS Capital Advisors, Inc. 220.00%0.02%0.04%Q3 2020Q4 20202
Mill Creek Capital Advisors, LLC 221.74%1.81%1.87%Q2 2023Q3 20232
Strategic Equity Management 222.36%3.33%4.30%Q3 2022Q4 20222
Breakwater Capital Group 220.09%0.10%0.11%Q4 2022Q1 20232
COLONY GROUP LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
AMG National Trust Bank 220.01%0.02%0.02%Q1 2020Q2 20202
MD Financial Management Inc. 223.82%3.91%3.99%Q3 2021Q4 20212
Stonebridge Capital Advisors LLC 220.00%0.01%0.02%Q4 2022Q1 20232
Alpha DNA Investment Management LLC 220.02%0.02%0.02%Q4 2020Q1 20212
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q3 2019Q4 20192
CABANA LLC 110.00%0.01%0.01%Q4 2019Q2 20202
CCG WEALTH MANAGEMENT, LLC 110.72%3.26%5.80%Q3 2021Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Crown Wealth Group, LLC 225.10%5.20%5.30%Q4 2021Q1 20222
Virtu Financial LLC 110.02%0.04%0.07%Q3 2017Q2 20182
Savant Capital, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Clearwater Capital Advisors, LLC 110.00%0.02%0.03%Q1 2018Q3 20222
Genus Capital Management Inc. 222.26%2.61%2.95%Q2 2023Q3 20232
FORTE ASSET MANAGEMENT LLC 220.72%0.97%1.22%Q2 2022Q3 20222
Covenant Multifamily Offices, LLC 220.05%0.13%0.21%Q3 2019Q4 20192
NAPLES GLOBAL ADVISORS, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Independence Trust CO 220.35%0.35%0.36%Q2 2017Q3 20172
Key Client Fiduciary Advisors, LLC 220.26%0.28%0.30%Q1 2023Q2 20232
6 Meridian 220.54%0.57%0.61%Q3 2021Q4 20212
Norinchukin Bank, The 220.41%0.61%0.82%Q2 2023Q3 20232
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Sabal Trust CO 220.02%0.02%0.02%Q2 2016Q3 20162
Truepoint, Inc. 220.05%0.07%0.10%Q2 2022Q3 20222
ENZI WEALTH 220.32%0.32%0.32%Q3 2022Q4 20222
C M BIDWELL & ASSOCIATES LTD 220.01%0.01%0.01%Q4 2019Q1 20202
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Stone Asset Management Inc. 110.48%0.48%0.48%Q4 2021Q4 20211
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wellesley Investment Partners, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Fieldpoint Private Securities, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Prosperity Financial Group, Inc. 110.35%0.35%0.35%Q1 2023Q1 20231
SIENA CAPITAL LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Verum Partners LLC 113.52%3.52%3.52%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Citizens Asset Management, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Klingman & Associates, LLC 110.07%0.07%0.07%Q1 2018Q1 20181
Transamerica Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GABLES CAPITAL MANAGEMENT INC. 110.02%0.02%0.02%Q2 2018Q2 20181
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Trust Co 110.01%0.01%0.01%Q1 2021Q1 20211
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
American Research & Management Co. 110.01%0.01%0.01%Q2 2020Q2 20201
ASHFORD CAPITAL MANAGEMENT INC 110.39%0.39%0.39%Q3 2022Q3 20221
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
SYM FINANCIAL Corp 117.84%7.84%7.84%Q3 2023Q3 20231
WealthOne, LLC 110.18%0.18%0.18%Q2 2019Q2 20191
Synergy Asset Management, LLC 111.61%1.61%1.61%Q4 2021Q4 20211
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q2 2022Q2 20221
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Nikulski Financial, Inc. 110.24%0.24%0.24%Q2 2018Q2 20181
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Westwind Capital 110.00%0.00%0.00%Q1 2021Q1 20211
SMITH SHELLNUT WILSON LLC /ADV 110.01%0.01%0.01%Q2 2021Q2 20211
Econ Financial Services Corp 110.37%0.37%0.37%Q4 2021Q4 20211
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q4 2022Q4 20221
Ignis Investment Services Ltd 110.01%0.01%0.01%Q4 2013Q4 20131
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Kingfisher Capital LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Retireful, LLC 110.52%0.52%0.52%Q1 2023Q1 20231
Tradewinds Capital Management, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.01%0.01%0.01%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HORIZON FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Abacus Wealth Partners, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Redwood Investment Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Strategic Wealth Partners Group, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Cobblestone Asset Management LLC 110.91%0.91%0.91%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Marquette Asset Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SYNTAX RESEARCH, INC. 110.56%0.56%0.56%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
FIDELITY D & D BANCORP INC 112.04%2.04%2.04%Q3 2023Q3 20231
Northland Capital Management LLC 112.49%2.49%2.49%Q4 2021Q4 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Strategic Wealth Investment Group, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
Crane Advisory, LLC 1110.44%10.44%10.44%Q3 2023Q3 20231
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Summit Rock Advisors, LP 116.43%6.43%6.43%Q3 2020Q3 20201
RPG Investment Advisory, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Thomasville National Bank 110.05%0.05%0.05%Q3 2017Q3 20171
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
High Net Worth Advisory Group LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Epic Trust Investment Advisors, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
Neuberger Berman Group LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
iA Global Asset Management Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KICKSTAND VENTURES, LLC. 110.17%0.17%0.17%Q3 2023Q3 20231
Financial Enhancement Group LLC 110.01%0.01%0.01%Q3 2019Q3 20191
KMG FIDUCIARY PARTNERS, LLC 110.49%0.49%0.49%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Canvas Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Heirloom Wealth Management 1115.59%15.59%15.59%Q3 2023Q3 20231
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2016Q4 20161
MONECO Advisors, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q2 2022Q2 20221
Alpha Square Group S LLC 110.04%0.04%0.04%Q1 2022Q1 20221
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CHANNEL WEALTH LLC 110.17%0.17%0.17%Q1 2023Q1 20231
Paulson Wealth Management Inc. 110.36%0.36%0.36%Q3 2018Q3 20181
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q2 2023Q2 20231
Halpern Financial, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Crosspoint Capital Strategies, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Midwest Professional Planners, LTD. 110.01%0.01%0.01%Q1 2018Q1 20181
MARINO, STRAM & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Mirador Capital Partners LP 110.18%0.18%0.18%Q3 2019Q3 20191
WAYCROSS PARTNERS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Fortune 45 LLC 110.18%0.18%0.18%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Pegasus Partners Ltd. 110.10%0.10%0.10%Q2 2019Q2 20191
Formidable Asset Management, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q4 2017Q4 20171
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2020Q4 20201
J Arnold Wealth Management Co 110.39%0.39%0.39%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.20%0.20%0.20%Q4 2019Q4 20191
Vident Investment Advisory, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Northstar Advisory Group, LLC 115.62%5.62%5.62%Q3 2021Q3 20211
Evolution Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
JDM Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SAGE FINANCIAL GROUP INC 110.06%0.06%0.06%Q2 2020Q2 20201
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Sumitomo Mitsui DS Asset Management Company, Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
Commonwealth Retirement Investments LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Pinkerton Retirement Specialists, LLC 110.56%0.56%0.56%Q2 2020Q2 20201
Glassman Wealth Services 110.00%0.00%0.00%Q3 2020Q3 20201
NORTHSTAR WEALTH PARTNERS LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Financial Planners of Cleveland, Inc. 110.56%0.56%0.56%Q1 2022Q1 20221
Twele Capital Management, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q3 2017Q3 20171
Rise Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Roble, Belko & Company, Inc 111.18%1.18%1.18%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q2 2017Q2 20171
ADIRONDACK TRUST CO 110.04%0.04%0.04%Q3 2023Q3 20231
Friedenthal Financial 117.00%7.00%7.00%Q2 2020Q2 20201
Detalus Advisors, LLC 110.20%0.20%0.20%Q3 2022Q3 20221
CGN Advisors LLC 110.10%0.10%0.10%Q3 2022Q3 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2020Q3 20201
Shore Point Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Sandbox Financial Partners, LLC 110.65%0.65%0.65%Q4 2020Q4 20201
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Stratos Investment Management, LLC 110.20%0.20%0.20%Q3 2021Q3 20211
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Nemes Rush Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2023Q1 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Orgel Wealth Management, LLC 118.88%8.88%8.88%Q4 2019Q4 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.04%0.04%0.04%Q4 2018Q4 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Lion Street Advisors, LLC 110.31%0.31%0.31%Q1 2020Q1 20201
Bell Rock Capital LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Silicon Valley Community Foundation 111.07%1.07%1.07%Q4 2021Q4 20211
CANANDAIGUA NATIONAL BANK & TRUST CO 110.06%0.06%0.06%Q3 2017Q3 20171
Steward Financial Group LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
V Wealth Advisors LLC 110.07%0.07%0.07%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Winch Advisory Services, LLC 110.67%0.67%0.67%Q4 2018Q4 20181
Compass Ion Advisors, LLC 1111.95%11.95%11.95%Q1 2020Q1 20201
AXA S.A. 110.01%0.01%0.01%Q1 2022Q1 20221
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Guardian Wealth Management, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.25%0.25%0.25%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NorthRock Partners, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Forbes Financial Planning, Inc. 115.49%5.49%5.49%Q4 2021Q4 20211
Sowa Financial Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CIM INVESTMENT MANAGEMENT INC 110.25%0.25%0.25%Q4 2020Q4 20201
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BENJAMIN EDWARDS INC 110.64%0.64%0.64%Q1 2020Q1 20201
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arrow Investment Advisors, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Menard Financial Group LLC 113.45%3.45%3.45%Q4 2019Q4 20191
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Cedar Brook Financial Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Municipal Employees' Retirement System of Michigan 112.71%2.71%2.71%Q2 2020Q2 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Scott Capital Advisors, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
WealthSpring Partners, LLC 110.45%0.45%0.45%Q3 2022Q3 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Blackston Financial Advisory Group, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Family Legacy, Inc. 111.07%1.07%1.07%Q1 2017Q1 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Cordant, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
ARROW FINANCIAL CORP 110.01%0.01%0.01%Q1 2022Q1 20221
MAGNOLIA CAPITAL ADVISORS LLC 110.19%0.19%0.19%Q3 2023Q3 20231
FIDUCIENT ADVISORS LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Faithward Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
FSC Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
San Luis Wealth Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
RiverGlades Family Offices LLC 110.56%0.56%0.56%Q4 2018Q4 20181
Morningstar Investment Management LLC 1115.07%15.07%15.07%Q2 2023Q2 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q3 2019Q3 20191
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
LGT Financial Advisors LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Janney Capital Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Retirement Planning Group, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
External links

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