ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202393
Cutler Group LLC / CA 3010.00%0.00%0.02%Q4 2015Q3 202351
MCF Advisors LLC 4070.04%1.33%9.09%Q4 2011Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202346
Citadel Advisors 1610.00%0.00%0.01%Q1 2014Q3 202344
Cetera Advisor Networks LLC 43430.03%0.12%0.32%Q1 2013Q3 202343
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
Ancora Advisors LLC 42420.04%0.84%1.92%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.08%0.68%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.04%0.08%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.11%0.34%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.06%0.40%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.03%0.11%0.20%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.05%0.08%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.03%0.05%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.04%0.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.03%0.06%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.06%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.02%0.06%0.12%Q2 2013Q3 202342
LEAVELL INVESTMENT MANAGEMENT, INC. 42420.05%0.18%0.29%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.12%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42420.11%0.17%0.24%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42420.22%1.15%2.65%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.27%0.52%0.86%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.18%0.81%2.79%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.03%0.10%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.03%0.07%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.02%0.11%0.17%Q2 2013Q3 202342
LPL Financial LLC 42420.10%0.28%0.94%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.03%0.04%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.85%1.61%2.24%Q2 2013Q3 202342
Cetera Advisors LLC 42420.07%0.51%1.66%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.07%0.11%0.29%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.08%0.14%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42424.15%5.74%6.97%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.06%0.19%0.44%Q2 2013Q3 202341
M&T BANK CORP 26150.22%0.36%0.90%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.03%0.08%Q2 2013Q3 202341
HBK Sorce Advisory LLC 3650.01%0.16%0.66%Q2 2013Q3 202341
Creative Planning 3380.00%0.02%0.08%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.08%0.66%1.29%Q2 2013Q2 202341
BLAIR WILLIAM & CO/IL 3830.00%0.01%0.09%Q2 2013Q3 202341
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 41410.02%0.20%0.33%Q2 2013Q2 202341
Jaffetilchin Investment Partners, LLC 41410.12%0.43%1.54%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.07%0.23%0.58%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.20%0.43%Q3 2013Q3 202340
Keystone Financial Planning, Inc. 40401.22%2.78%3.77%Q4 2013Q3 202340
Destination Wealth Management 40400.01%0.36%1.02%Q4 2013Q3 202340
Northeast Financial Consultants Inc 40400.18%0.59%1.14%Q4 2013Q3 202340
WESBANCO BANK INC 29110.02%0.03%0.04%Q3 2013Q3 202340
SYNOVUS FINANCIAL CORP 23170.00%0.02%0.08%Q2 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40402.40%4.91%6.67%Q4 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.01%0.01%0.02%Q2 2013Q3 202340
FMR LLC 3810.00%0.02%0.07%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.02%0.05%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.10%0.31%0.71%Q2 2013Q3 202339
FIFTH THIRD BANCORP 3040.00%0.00%0.00%Q2 2013Q3 202338
Brinker Capital Investments, LLC 3530.06%0.26%1.63%Q2 2013Q4 202238
LINCOLN NATIONAL CORP 38380.02%0.11%0.30%Q2 2014Q3 202338
SFMG, LLC 3080.03%2.22%10.83%Q2 2013Q3 202338
BANK HAPOALIM BM 38380.03%0.72%2.56%Q4 2013Q1 202338
MUFG Americas Holdings Corp 38380.00%0.03%0.06%Q2 2013Q3 202238
Rehmann Capital Advisory Group 2120.06%0.12%0.15%Q3 2013Q3 202338
Beaumont Financial Partners, LLC 38380.04%1.36%2.42%Q2 2013Q3 202238
CHATHAM CAPITAL GROUP, INC. 37370.55%1.09%1.75%Q3 2014Q3 202337
Court Place Advisors, LLC 37370.24%0.61%0.75%Q3 2014Q3 202337
Capital Advisors, Ltd. LLC 37370.09%1.03%1.91%Q3 2014Q3 202337
Ameritas Investment Partners, Inc. 37370.00%0.01%0.02%Q3 2014Q3 202337
Litman Gregory Wealth Management LLC 2920.11%1.04%4.22%Q2 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.13%1.19%2.12%Q4 2014Q4 202337
J.P. Morgan Private Wealth Advisors LLC 3510.00%0.09%0.24%Q3 2014Q3 202336
Sigma Planning Corp 36360.10%0.26%1.18%Q4 2014Q3 202336
Patten Group, Inc. 36360.09%0.18%0.46%Q4 2014Q3 202336
NORTHERN TRUST CORP 1710.00%0.00%0.00%Q2 2013Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.04%0.11%Q2 2013Q3 202336
Stratos Wealth Partners, LTD. 36360.02%0.14%0.82%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.12%0.30%0.84%Q4 2014Q3 202336
INVESTMENT PARTNERS, LTD. 36360.25%0.65%1.21%Q4 2014Q3 202336
UBS Group AG 36360.04%0.06%0.12%Q4 2014Q3 202336
Biondo Investment Advisors, LLC 19170.08%0.20%0.35%Q3 2013Q3 202336
Klingman & Associates, LLC 36360.16%0.41%1.00%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.04%0.11%Q4 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 1770.00%0.03%0.16%Q2 2013Q3 202335
FC Advisory LLC 35350.93%1.95%2.95%Q2 2015Q4 202335
JANE STREET GROUP, LLC 1510.00%0.01%0.12%Q1 2014Q3 202335
OLD NATIONAL BANCORP /IN/ 35350.10%0.21%0.72%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.00%0.14%0.43%Q4 2014Q3 202335
SECURIAN ASSET MANAGEMENT, INC 34340.41%2.14%2.90%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.02%0.03%Q2 2015Q3 202334
Trust Co 34340.06%0.29%0.57%Q2 2015Q3 202334
Wharton Business Group, LLC 3310.84%2.83%7.96%Q1 2015Q3 202334
Homrich & Berg 34340.28%2.17%12.76%Q2 2013Q3 202134
Fiduciary Group LLC 34340.08%0.16%0.26%Q2 2015Q3 202334
B. Riley Wealth Advisors, Inc. 2110.01%0.10%0.39%Q2 2013Q3 202334
Sandy Spring Bank 2530.00%0.01%0.02%Q1 2014Q3 202334
Carroll Financial Associates, Inc. 34340.00%0.12%0.29%Q3 2013Q4 202134
MASSMUTUAL TRUST CO FSB/ADV 2820.00%0.01%0.21%Q4 2014Q3 202333
BOKF, NA 2490.00%0.01%0.02%Q2 2015Q3 202333
Krilogy Financial LLC 33330.09%0.31%1.49%Q3 2015Q3 202333
Evercore Wealth Management, LLC 2060.01%0.08%0.20%Q2 2013Q3 202333
MV CAPITAL MANAGEMENT, INC. 33330.18%1.01%2.58%Q3 2015Q3 202333
CENTRAL TRUST Co 3030.00%0.01%0.16%Q2 2015Q3 202333
FIL Ltd 33330.00%0.05%0.22%Q2 2015Q2 202333
NEW ENGLAND ASSET MANAGEMENT INC 32320.01%0.17%0.29%Q4 2014Q3 202232
KING LUTHER CAPITAL MANAGEMENT CORP 32320.01%0.01%0.02%Q4 2015Q3 202332
CARRET ASSET MANAGEMENT, LLC 20120.03%0.04%0.06%Q1 2015Q3 202332
Alpha Omega Wealth Management LLC 32320.08%0.37%1.02%Q4 2015Q3 202332
Asset Dedication, LLC 32320.05%0.22%0.60%Q4 2015Q3 202332
Cetera Investment Advisers 32320.06%0.17%0.35%Q4 2015Q3 202332
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1940.05%0.63%1.93%Q2 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.05%0.10%Q1 2016Q4 202332
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2930.00%0.01%0.04%Q2 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.37%0.69%1.01%Q2 2013Q1 202132
MARK SHEPTOFF FINANCIAL PLANNING, LLC 32320.01%0.01%0.01%Q4 2015Q3 202332
Frontier Wealth Management LLC 31310.01%0.04%0.08%Q4 2014Q2 202231
Ironwood Financial, llc 1630.01%0.16%0.49%Q1 2015Q3 202331
Simmons Bank 31310.11%1.30%2.07%Q1 2016Q3 202331
Haverford Trust Co 2610.00%0.06%0.12%Q2 2013Q1 202331
Geneos Wealth Management Inc. 31310.01%0.07%0.12%Q1 2016Q3 202331
ARS Wealth Advisors, LLC 31310.11%4.69%11.07%Q4 2013Q2 202131
Sutton Wealth Advisors Inc. 31310.09%0.18%0.28%Q1 2016Q3 202331
Focused Wealth Management, Inc 31310.01%0.02%0.05%Q3 2013Q1 202131
Capital Investment Advisors, LLC 3010.01%0.02%0.03%Q1 2016Q4 202331
NEXT Financial Group, Inc 31310.01%0.23%0.78%Q2 2014Q4 202131
IFP Advisors, Inc 17140.02%0.16%0.55%Q4 2015Q3 202331
SMITH, MOORE & CO. 31310.03%0.18%0.62%Q1 2016Q3 202331
First Heartland Consultants, Inc. 2710.01%0.09%0.17%Q2 2013Q3 202331
M Holdings Securities, Inc. 1440.02%0.22%0.45%Q1 2014Q1 202331
CIBC WORLD MARKET INC. 30300.00%0.01%0.02%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.01%0.08%0.17%Q2 2013Q3 202030
IMA Wealth, Inc. 2190.00%0.07%0.30%Q4 2013Q2 202330
Roble, Belko & Company, Inc 1470.00%0.01%0.02%Q3 2015Q3 202330
PINNACLE ASSOCIATES LTD 30300.01%0.02%0.05%Q2 2016Q3 202330
MAI Capital Management 30300.01%0.01%0.02%Q2 2016Q3 202330
Prospera Financial Services Inc 30300.02%0.05%0.18%Q2 2016Q3 202330
StrategIQ Financial Group, LLC 30300.08%0.32%0.82%Q2 2016Q3 202330
Jackson, Grant Investment Advisers, Inc. 30300.04%0.34%0.70%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.00%0.03%0.10%Q2 2016Q3 202330
CWM, LLC 2280.01%0.13%0.93%Q1 2016Q3 202330
FUKOKU MUTUAL LIFE INSURANCE Co 30300.72%2.46%3.02%Q4 2015Q1 202330
WEALTHSOURCE PARTNERS, LLC 30300.02%0.16%1.30%Q2 2016Q3 202330
GODSEY & GIBB, INC 2410.14%0.29%0.98%Q2 2015Q3 202329
Gradient Investments LLC 2810.00%0.05%0.32%Q1 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.05%0.13%Q4 2013Q4 202029
PHILADELPHIA TRUST CO 29290.04%0.05%0.07%Q3 2016Q3 202329
M&R CAPITAL MANAGEMENT INC 2810.01%0.03%0.05%Q2 2016Q4 202329
Mariner, LLC 29290.01%0.07%0.17%Q3 2016Q3 202329
Covenant Asset Management, LLC 28280.07%0.21%2.29%Q4 2016Q3 202329
HCR Wealth Advisors 28280.06%0.21%0.77%Q4 2016Q3 202328
AE Wealth Management LLC 28280.04%0.16%0.64%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.04%0.13%0.39%Q3 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.26%0.54%0.96%Q4 2016Q3 202328
Nicholas Hoffman & Company, LLC. 1510.01%0.06%0.12%Q2 2016Q3 202328
Sunbelt Securities, Inc. 28280.06%0.55%2.39%Q4 2016Q3 202328
Stratford Consulting, LLC 28289.88%13.49%17.74%Q2 2013Q1 202028
REGIONS FINANCIAL CORP 2530.00%0.04%0.23%Q4 2014Q3 202328
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1730.07%0.66%5.13%Q4 2014Q3 202228
BARCLAYS PLC 2710.00%0.00%0.00%Q2 2013Q1 202128
Tower Research Capital LLC (TRC) 710.00%0.09%0.75%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.02%0.11%0.22%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.19%0.48%1.28%Q2 2013Q1 202028
Snowden Capital Advisors LLC 1910.01%0.06%0.27%Q1 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.11%0.39%1.00%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.02%0.42%0.86%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.23%0.37%0.55%Q4 2016Q3 202328
Clearstead Advisors, LLC 2070.01%0.07%0.21%Q4 2016Q3 202327
WHITTIER TRUST CO 15120.00%0.01%0.02%Q3 2014Q3 202327
IHT Wealth Management, LLC 27270.00%0.54%1.76%Q1 2017Q3 202327
KINGS POINT CAPITAL MANAGEMENT 27270.01%0.01%0.02%Q3 2015Q1 202227
Smith, Salley & Associates 27270.02%0.04%0.07%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.06%0.29%Q4 2016Q3 202327
Pinnacle Wealth Management Advisory Group, LLC 1410.04%0.14%0.26%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.17%0.77%Q2 2013Q4 201927
Winfield Associates, Inc. 27270.70%1.72%2.38%Q4 2013Q2 202027
NewSquare Capital LLC 2030.00%0.45%1.62%Q2 2013Q3 202327
Coe Capital Management, LLC 2510.15%0.40%0.82%Q2 2013Q4 201926
ASPIRIANT, LLC 1410.01%0.07%0.47%Q2 2013Q3 202326
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 26260.31%1.27%6.37%Q2 2013Q3 201926
Patriot Financial Group Insurance Agency, LLC 1310.01%0.06%0.30%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.13%0.22%0.61%Q2 2017Q3 202326
SOL Capital Management CO 26260.04%0.07%0.09%Q2 2017Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.48%1.07%1.48%Q2 2013Q3 202326
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 26260.02%0.04%0.06%Q2 2017Q3 202326
FINANCIAL COUNSELORS INC 14120.00%0.02%0.35%Q1 2017Q3 202326
Kingsview Wealth Management, LLC 2060.02%0.10%0.33%Q1 2017Q3 202326
Summit X, LLC 26260.03%0.32%0.83%Q2 2017Q3 202326
Atria Investments, Inc 910.01%0.25%1.86%Q2 2013Q3 202326
SRS Capital Advisors, Inc. 1070.13%1.04%2.85%Q4 2016Q3 202326
Merriman Wealth Management, LLC 25250.02%0.06%0.16%Q3 2017Q3 202325
Ahrens Investment Partners LLC 2320.06%0.75%1.60%Q4 2016Q1 202325
ENTERPRISE FINANCIAL SERVICES CORP 25250.05%0.31%0.76%Q2 2016Q2 202225
OPPENHEIMER & CO INC 1910.00%0.01%0.04%Q2 2013Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.05%0.10%Q3 2017Q3 202325
AllSquare Wealth Management LLC 25250.02%0.02%0.06%Q3 2017Q3 202325
Smithfield Trust Co 25250.02%0.36%0.54%Q3 2017Q3 202325
Gunma Bank,Ltd. 1611.78%4.07%5.92%Q2 2016Q3 202325
DUNCKER STREETT & CO INC 1690.00%0.00%0.00%Q2 2017Q3 202325
Van Hulzen Asset Management, LLC 25250.06%0.13%0.48%Q3 2017Q3 202325
JFS WEALTH ADVISORS, LLC 25250.02%0.08%0.12%Q3 2017Q3 202325
Cypress Wealth Services, LLC 24240.08%0.22%0.77%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.30%0.70%1.64%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.14%0.36%0.55%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.10%0.19%0.31%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Lido Advisors, LLC 2310.00%0.05%0.18%Q1 2016Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.06%0.19%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.02%0.03%Q4 2017Q3 202324
Bartlett & Co. LLC 1060.00%0.00%0.00%Q3 2015Q4 202324
Gemmer Asset Management LLC 24240.00%0.01%0.01%Q1 2014Q4 201924
Integrated Wealth Concepts LLC 24240.02%0.07%0.23%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.11%0.19%0.28%Q4 2017Q3 202324
Dynamic Advisor Solutions LLC 24240.01%0.47%2.76%Q4 2017Q3 202324
HOWE & RUSLING INC 2310.00%0.17%0.61%Q1 2016Q3 202324
Global Trust Asset Management, LLC 24240.01%0.03%0.16%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.10%0.19%0.35%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.09%0.19%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.12%Q4 2017Q3 202324
BAILARD, INC. 1680.02%0.06%0.12%Q4 2013Q4 201924
FIFTH THIRD SECURITIES, INC. 1860.10%0.44%1.34%Q3 2017Q3 202324
NAPLES GLOBAL ADVISORS, LLC 24240.05%0.09%0.16%Q4 2017Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 13100.00%0.00%0.00%Q2 2013Q3 201923
CLEAR INVESTMENT RESEARCH, LLC 23230.01%0.08%0.13%Q1 2018Q3 202323
PRUDENTIAL FINANCIAL INC 2120.00%0.00%0.01%Q2 2013Q3 202323
EDMOND DE ROTHSCHILD HOLDING S.A. 23230.00%0.01%0.02%Q3 2015Q1 202123
Allworth Financial LP 2210.00%0.12%0.28%Q3 2016Q3 202323
NewEdge Advisors, LLC 2110.01%0.07%0.26%Q2 2017Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.01%0.02%0.02%Q2 2013Q2 202123
WBH ADVISORY INC 2030.04%0.07%0.18%Q4 2017Q3 202323
CREDIT SUISSE AG/ 1210.00%0.01%0.06%Q1 2013Q1 202223
QS Investors, LLC 1250.00%0.32%0.87%Q2 2015Q2 202123
Westside Investment Management, Inc. 1510.00%0.01%0.01%Q1 2017Q3 202323
VICUS CAPITAL 1420.03%0.07%0.16%Q1 2016Q3 202323
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.04%0.10%Q3 2017Q3 202323
BROWN ADVISORY INC 1410.00%0.00%0.00%Q1 2014Q3 202323
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.01%Q4 2014Q3 202123
CENTAURUS FINANCIAL, INC. 23230.01%0.03%0.07%Q1 2018Q3 202323
StoneX Group Inc. 1930.09%0.32%0.55%Q2 2017Q3 202322
PARK AVENUE SECURITIES LLC 1510.01%0.29%1.52%Q4 2015Q3 202322
RAYMOND JAMES TRUST N.A. 22220.02%0.04%0.05%Q2 2018Q3 202322
Janney Capital Management LLC 22220.35%0.41%0.47%Q2 2018Q3 202322
STERLING INVESTMENT ADVISORS LLC /ADV 12100.13%0.16%0.18%Q3 2017Q3 202322
Corbenic Partners LLC 1930.00%10.47%22.80%Q2 2013Q2 202022
FIRST HAWAIIAN BANK 22220.05%0.29%0.69%Q2 2015Q3 202022
Regal Wealth Group, Inc. 22220.01%0.01%0.01%Q4 2015Q1 202122
WealthShield Partners, LLC 1210.00%0.14%0.66%Q4 2017Q3 202322
SEI INVESTMENTS CO 22220.00%0.00%0.01%Q1 2015Q2 202022
OneDigital Investment Advisors LLC 1710.00%0.03%0.11%Q2 2017Q3 202322
Pinnacle Bancorp, Inc. 2010.02%0.08%0.14%Q1 2017Q3 202321
Mascoma Wealth Management LLC 1110.02%0.08%0.14%Q4 2016Q3 202321
SVA Wealth Management, LLC 21210.03%0.15%0.41%Q1 2014Q1 201921
WOODSTOCK CORP 21210.17%0.22%0.27%Q4 2018Q4 202321
Cordasco Financial Network 21210.03%0.07%0.08%Q2 2017Q2 202221
DEUTSCHE BANK AG\ 720.00%0.01%0.02%Q3 2013Q3 202321
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.01%Q3 2017Q3 202321
Townsend & Associates, Inc 1740.06%1.86%6.90%Q4 2017Q3 202321
MURPHY CAPITAL MANAGEMENT INC 610.02%0.03%0.04%Q4 2014Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.11%0.32%Q3 2018Q3 202321
WHITE PINE CAPITAL LLC 21210.07%0.25%0.40%Q3 2018Q3 202321
Savant Capital, LLC 21210.01%0.23%1.77%Q3 2018Q3 202321
Rain Capital Management, LLC 1740.08%1.64%10.29%Q4 2015Q3 202321
Peachtree Investment Advisors, Inc. 21210.16%1.12%2.12%Q4 2013Q4 201821
Archer Investment Corp 20200.22%0.33%0.57%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.27%0.90%1.80%Q4 2018Q3 202320
Kovack Advisors, Inc. 1820.06%0.10%0.19%Q4 2015Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.32%0.56%0.71%Q4 2013Q3 201820
Capital Analysts, LLC 1310.00%0.00%0.02%Q3 2016Q3 202320
F3Logic, LLC 20200.01%0.49%2.23%Q1 2018Q4 202220
Annex Advisory Services, LLC 20200.08%0.30%0.97%Q2 2013Q1 201820
Capital Investment Advisory Services, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20200.32%2.37%6.37%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.76%1.27%2.19%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.03%0.13%Q1 2016Q4 202020
MEANS INVESTMENT CO., INC. 20200.05%0.10%0.19%Q4 2018Q3 202320
NOMURA ASSET MANAGEMENT CO LTD 850.00%0.07%0.20%Q4 2014Q3 202320
1834 INVESTMENT ADVISORS CO 1910.00%0.06%0.10%Q4 2017Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.19%0.33%0.61%Q4 2018Q3 202320
Forefront Analytics, LLC 20203.28%5.08%6.96%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.02%0.05%0.31%Q4 2018Q3 202320
Calamos Wealth Management LLC 20200.03%0.56%4.03%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.23%0.42%1.23%Q4 2018Q3 202320
American Portfolios Advisors 20200.05%0.14%0.49%Q4 2017Q3 202220
Private Portfolio Partners LLC 20200.06%0.10%0.26%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.81%1.61%3.44%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.06%0.11%0.26%Q4 2018Q3 202320
ACG Wealth 20200.10%0.23%0.52%Q2 2015Q1 202020
Allianz Asset Management GmbH 810.00%0.02%0.12%Q1 2016Q3 202320
Formidable Asset Management, LLC 1820.11%0.76%4.47%Q2 2017Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.20%0.29%Q4 2018Q3 202320
Fernwood Investment Management, LLC 1460.09%0.11%0.16%Q3 2018Q3 202320
WealthBridge Capital Management, LLC 20200.08%0.13%0.21%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.13%0.18%0.28%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.09%2.30%3.47%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.34%0.48%0.79%Q4 2018Q3 202320
Manchester Capital Management LLC 1910.01%0.02%0.02%Q4 2017Q3 202320
Larson Financial Group LLC 20200.00%0.04%0.10%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.25%0.46%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.01%0.02%Q3 2017Q2 202220
WealthOne, LLC 20201.59%3.40%7.54%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20201.00%1.71%3.90%Q4 2018Q3 202320
Eukles Asset Management 20200.01%0.01%0.01%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.10%0.25%0.45%Q4 2018Q3 202320
GenWealth Group, Inc. 1730.06%0.16%0.29%Q2 2017Q2 202220
Western Wealth Management, LLC 1180.09%0.16%0.25%Q4 2018Q3 202319
Lantz Financial LLC 19193.02%5.15%6.48%Q1 2019Q3 202319
Titus Wealth Management 19191.75%11.09%15.27%Q4 2017Q2 202219
Wolff Financial Management LLC 1091.18%5.41%10.98%Q4 2018Q3 202319
PROVIDA PENSION FUND ADMINISTRATOR 920.04%0.78%2.60%Q4 2013Q4 201919
CREATIVE FINANCIAL DESIGNS INC /ADV 1360.00%0.76%2.96%Q4 2016Q3 202319
Weaver Consulting Group 19190.43%0.93%2.83%Q1 2019Q3 202319
BB&T SECURITIES, LLC 1630.01%0.04%0.10%Q4 2014Q3 201919
Black Diamond Financial, LLC 1180.18%0.28%0.49%Q4 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.12%0.18%0.24%Q1 2019Q3 202319
RDA Financial Network 19190.19%0.56%0.86%Q1 2019Q3 202319
Financial Insights, Inc. 1810.09%0.46%0.76%Q4 2018Q3 202319
Private Capital Group, LLC 19190.10%0.46%0.94%Q4 2017Q2 202219
PRIO WEALTH LIMITED PARTNERSHIP 19190.01%0.01%0.02%Q2 2013Q4 201719
Advisory Alpha, LLC 19190.02%0.05%0.13%Q4 2018Q2 202319
COMERICA SECURITIES,INC. 19190.06%0.17%0.66%Q1 2019Q3 202319
Mutual Advisors, LLC 1810.04%0.12%0.37%Q4 2017Q3 202319
Financial Advisors Network, Inc. 1310.37%1.38%3.44%Q4 2016Q4 202119
COMERICA BANK 1510.00%0.07%0.17%Q2 2013Q3 202319
SeaCrest Wealth Management, LLC 19190.02%0.08%0.24%Q4 2017Q2 202219
Rikoon Group, LLC 19190.09%0.42%1.54%Q3 2016Q1 202119
SALEM INVESTMENT COUNSELORS INC 1810.00%0.00%0.01%Q1 2017Q3 202319
Realta Investment Advisors 19190.30%0.39%0.53%Q1 2019Q3 202319
Merit Financial Group, LLC 19190.03%0.19%0.72%Q1 2019Q3 202319
Altium Wealth Management LLC 19190.04%0.25%1.40%Q4 2017Q2 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.24%Q3 2018Q3 202319
Kohmann Bosshard Financial Services, LLC 19190.06%0.79%2.64%Q1 2019Q3 202319
Shulman DeMeo Asset Management LLC 1181.14%1.44%2.33%Q4 2018Q3 202319
Sequoia Financial Advisors, LLC 1080.01%0.01%0.03%Q1 2019Q3 202318
First Personal Financial Services 1350.00%0.01%0.02%Q3 2016Q3 202318
SUMMIT FINANCIAL GROUP, INC. 18180.73%0.99%1.34%Q2 2019Q3 202318
Wealthspire Advisors, LLC 18180.06%0.14%0.25%Q2 2019Q3 202318
MILLENNIUM MANAGEMENT LLC 1010.00%0.00%0.01%Q2 2014Q1 202218
TRUSTCORE FINANCIAL SERVICES, LLC 940.00%0.01%0.05%Q4 2017Q4 202218
Emery Howard Portfolio Management, Inc. 1350.03%0.04%0.05%Q4 2016Q4 202118
Family Capital Trust Co 18180.05%0.09%0.13%Q2 2019Q3 202318
BAHL & GAYNOR INC 1620.03%0.07%0.28%Q3 2013Q1 201818
MOTCO 18180.00%0.00%0.00%Q4 2014Q1 201918
Mandatum Life Insurance Co Ltd 18180.06%0.08%0.10%Q4 2015Q1 202018
Commonwealth Equity Services, Inc 18180.18%0.25%0.39%Q2 2013Q3 201718
MERCER GLOBAL ADVISORS INC /ADV 1710.00%0.03%0.08%Q1 2019Q3 202318
Wealth Advisors of Tampa Bay, LLC 18180.20%0.26%0.41%Q2 2019Q3 202318
MBM Wealth Consultants, LLC 18180.00%0.01%0.06%Q4 2018Q1 202318
ASSETMARK, INC 810.00%0.03%0.33%Q2 2014Q2 202318
NATIONAL PLANNING CORP 18180.14%0.22%0.32%Q2 2013Q3 201718
Jackson Hole Capital Partners, LLC 18180.04%0.06%0.08%Q2 2019Q3 202318
BEACON INVESTMENT ADVISORY SERVICES, INC. 17170.12%0.20%0.28%Q1 2016Q1 202017
TWO SIGMA INVESTMENTS, LP 1520.01%0.03%0.08%Q3 2018Q4 202217
INVESTMENT CENTERS OF AMERICA INC 17170.08%0.15%0.26%Q3 2013Q3 201717
KMG FIDUCIARY PARTNERS, LLC 17170.04%0.15%0.25%Q3 2019Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.43%0.56%0.77%Q4 2018Q4 202217
LIBERTY WEALTH MANAGEMENT LLC 1220.02%0.19%0.97%Q4 2018Q3 202317
HBW ADVISORY SERVICES LLC 17170.05%0.25%1.00%Q3 2019Q3 202317
SII INVESTMENTS INC/WI 980.02%0.04%0.09%Q3 2013Q4 201717
Sowell Financial Services LLC 1020.08%0.16%0.27%Q4 2018Q3 202317
Hochman Cole Investment Advisors, Inc. 17170.21%0.35%0.72%Q4 2015Q4 201917
Capital Advisory Group Advisory Services, LLC 1520.02%0.35%2.12%Q1 2018Q2 202217
PrairieView Partners, LLC 17170.00%0.02%0.11%Q3 2019Q3 202317
NorthRock Partners, LLC 17170.04%0.37%3.60%Q3 2019Q3 202317
BEACON TRUST CO 17170.08%0.35%1.34%Q1 2013Q1 201717
Connecticut Wealth Management, LLC 1070.23%1.02%1.96%Q2 2019Q3 202317
WFG Advisors, LP 17170.00%0.04%0.11%Q2 2013Q2 201717
Lenox Wealth Advisors, LLC 1340.01%0.06%0.22%Q2 2013Q1 202217
IFG Advisory, LLC 17170.10%0.16%0.24%Q3 2019Q3 202317
Vestmark Advisory Solutions, Inc. 1430.02%0.07%0.16%Q1 2019Q2 202317
Mission Creek Capital Partners, Inc. 16160.08%0.15%0.22%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.31%1.13%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16160.18%3.30%5.78%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 1420.00%0.04%0.06%Q2 2019Q3 202316
Chicago Partners Investment Group LLC 16160.04%0.14%0.36%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.02%0.03%0.05%Q4 2019Q3 202316
PATHSTONE FAMILY OFFICE, LLC 1420.12%0.99%3.63%Q2 2017Q2 202116
WealthTrust-Arizona, LLC 16160.04%0.17%0.27%Q1 2015Q4 201816
Integrated Advisors Network LLC 16160.04%0.15%0.50%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.08%0.11%0.16%Q4 2019Q3 202316
RFG Advisory, LLC 880.12%0.38%0.68%Q4 2018Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.19%0.81%Q4 2019Q3 202316
Firestone Capital Management 16160.12%0.13%0.20%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.13%0.34%2.71%Q4 2019Q3 202316
Element Wealth, LLC 16160.59%0.94%1.26%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.00%0.44%0.56%Q4 2018Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
NIPPON LIFE INSURANCE CO 16161.34%2.74%3.55%Q2 2013Q1 201716
NBT BANK N A /NY 16160.04%0.10%0.14%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16162.29%3.17%6.67%Q4 2019Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.24%0.34%0.66%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.02%0.08%Q4 2019Q3 202316
VAUGHAN & Co SECURITIES, INC. 16169.46%10.35%11.71%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.02%0.21%1.42%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.17%1.69%4.58%Q4 2019Q3 202316
SUNTRUST BANKS INC 16160.00%0.03%0.04%Q4 2015Q3 201916
Essex Private Wealth Management, LLC 16162.78%7.56%14.33%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.13%0.21%0.31%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.16%0.20%0.27%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.54%0.86%Q4 2019Q3 202316
New England Investment & Retirement Group, Inc. 1510.00%1.19%7.01%Q3 2014Q1 202016
EPG Wealth Management LLC 16160.04%0.24%1.26%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.25%1.66%Q4 2019Q3 202316
PATTON ALBERTSON MILLER GROUP, LLC 610.06%1.34%2.80%Q1 2017Q3 202316
Equitable Holdings, Inc. 16160.04%0.06%0.10%Q4 2019Q3 202316
COLONY GROUP LLC 510.00%0.02%0.08%Q2 2014Q3 202316
Soltis Investment Advisors LLC 16160.06%0.09%0.22%Q4 2019Q3 202316
SG Americas Securities, LLC 510.00%0.02%0.07%Q2 2013Q3 201815
Stuart Chaussee & Associates, Inc. 1110.01%1.47%12.40%Q1 2016Q1 202215
Ausdal Financial Partners, Inc. 810.02%0.07%0.14%Q4 2015Q3 202215
Graypoint LLC 15150.73%0.98%1.28%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 610.24%0.36%0.60%Q1 2018Q2 202315
Madden Advisory Services, Inc. 15150.77%1.00%2.16%Q1 2020Q3 202315
Wellspring Financial Advisors, LLC 15150.20%0.31%0.38%Q1 2020Q3 202315
CLIFFORD SWAN INVESTMENT COUNSEL LLC 15150.04%0.04%0.05%Q1 2020Q3 202315
TD ASSET MANAGEMENT INC 960.00%0.00%0.00%Q1 2016Q4 201915
Rosenberg Matthew Hamilton 15150.03%0.04%0.07%Q1 2020Q3 202315
Advisor Group, Inc. 15150.10%0.18%0.68%Q2 2016Q4 201915
Kerntke Otto McGlone Wealth Management Group 870.26%3.53%9.42%Q4 2019Q3 202315
Belpointe Asset Management LLC 1210.01%0.02%0.08%Q3 2018Q1 202315
Rainier Group Investment Advisory LLC 1320.11%0.23%0.33%Q4 2016Q3 202015
Cranbrook Wealth Management, LLC 15150.03%0.04%0.05%Q3 2016Q1 202015
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1410.01%0.01%0.02%Q1 2015Q3 201915
CVA Family Office, LLC 15150.17%0.32%0.62%Q1 2020Q3 202315
BRIGHTON JONES LLC 1110.01%0.03%0.05%Q2 2017Q3 202315
BlackRock Fund Advisors 15150.00%0.00%0.01%Q2 2013Q4 201615
MSI Financial Services Inc 15150.20%0.40%0.59%Q2 2013Q4 201615
AVIANCE CAPITAL MANAGEMENT, LLC 870.01%0.20%0.43%Q2 2013Q1 201715
Tranquility Partners, LLC 1050.18%0.46%1.24%Q2 2019Q2 202315
BCS Wealth Management 1050.22%0.39%0.67%Q4 2019Q3 202315
HERON FINANCIAL GROUP, LLC 15150.21%0.29%0.33%Q4 2019Q2 202315
Private Ocean, LLC 1010.01%0.04%0.08%Q4 2017Q3 202315
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q1 2015Q3 202215
LifePlan Financial Group, Inc 15150.06%0.14%0.21%Q1 2017Q3 202015
OSAIC HOLDINGS, INC. 15150.05%0.14%0.59%Q1 2020Q3 202315
Ballew Advisors, Inc 15150.66%0.81%1.02%Q4 2017Q2 202115
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 870.00%0.00%0.00%Q4 2019Q3 202315
Global Strategic Investment Solutions, LLC 15150.48%1.59%2.47%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.27%0.35%0.48%Q1 2020Q3 202315
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Astor Investment Management LLC 1310.07%2.77%8.13%Q1 2014Q4 202215
CYPRESS CAPITAL MANAGEMENT LLC 1050.02%0.05%0.08%Q4 2017Q2 202215
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.18%0.45%Q2 2013Q3 201614
Wealthstar Advisors, LLC 1040.11%0.36%3.01%Q2 2019Q3 202314
Keystone Financial Group 14140.04%0.67%1.63%Q1 2018Q2 202114
Sound View Wealth Advisors Group, LLC 14140.11%0.12%0.14%Q2 2020Q3 202314
BRR OpCo, LLC 14140.10%0.12%0.13%Q2 2019Q3 202214
Atlas Private Wealth Advisors 14140.37%0.59%0.75%Q2 2020Q3 202314
Brown Advisory Securities, LLC 14140.06%0.22%0.32%Q1 2016Q2 201914
Monterey Private Wealth, Inc. 1310.12%0.15%0.18%Q4 2019Q3 202314
Avidian Wealth Solutions, LLC 860.01%0.13%0.38%Q1 2014Q3 202314
Simply Money Advisors 14140.14%2.69%6.69%Q4 2014Q1 201814
SCHRODER INVESTMENT MANAGEMENT GROUP 1310.00%0.00%0.00%Q3 2013Q2 202214
WEDBUSH SECURITIES INC 620.01%0.04%0.06%Q2 2013Q3 202314
Tennessee Valley Asset Management Partners 920.08%0.13%0.17%Q2 2019Q3 202314
PDS Planning, Inc 910.05%0.10%0.18%Q3 2018Q2 202214
Private Wealth Advisors, Inc. 1130.14%0.31%0.81%Q2 2017Q4 202014
HAMEL ASSOCIATES, INC. 14140.04%0.58%1.08%Q1 2016Q2 201914
AMG National Trust Bank 14140.05%0.06%0.09%Q2 2020Q3 202314
CAHILL FINANCIAL ADVISORS INC 14140.11%0.43%0.66%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.20%0.42%0.60%Q4 2019Q3 202314
Northwest Bancshares, Inc. 14140.16%0.29%0.44%Q2 2020Q3 202314
WOLVERINE TRADING, LLC 210.00%0.00%0.01%Q2 2016Q2 202214
Concorde Asset Management, LLC 920.16%0.37%1.38%Q4 2017Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 14140.16%0.27%0.93%Q2 2020Q3 202314
Inscription Capital, LLC 1040.04%0.19%0.45%Q4 2018Q2 202214
LAZARD ASSET MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
JANUS HENDERSON GROUP PLC 14140.01%0.01%0.02%Q2 2013Q3 201614
FRANKLIN RESOURCES INC 14140.00%0.00%0.01%Q2 2020Q3 202314
TWO SIGMA ADVISERS, LP 13130.00%0.02%0.04%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.07%0.15%0.41%Q3 2020Q3 202313
BBR PARTNERS, LLC 13130.06%0.08%0.11%Q2 2013Q2 201613
First Horizon Advisors, Inc. 1120.00%0.01%0.07%Q1 2020Q3 202313
Arete Wealth Advisors, LLC 810.02%0.19%0.40%Q4 2016Q2 202313
Founders Financial Alliance, LLC 13130.03%0.06%0.09%Q3 2020Q3 202313
BANQUE PICTET & CIE SA 760.00%0.05%0.14%Q4 2013Q1 202013
CAROLINAS WEALTH CONSULTING LLC 13130.01%0.01%0.02%Q2 2020Q2 202313
Axiom Investment Management LLC 13130.06%0.26%0.48%Q4 2018Q4 202113
FormulaFolio Investments, LLC 940.03%0.18%0.73%Q1 2016Q4 201913
Aptus Capital Advisors, LLC 710.00%0.00%0.01%Q4 2019Q3 202313
First City Capital Management, Inc. 1210.07%0.13%0.20%Q2 2013Q3 202013
RAND WEALTH, LLC 13130.05%0.10%0.14%Q4 2014Q4 201713
PSI Advisors, LLC 940.02%0.14%0.50%Q4 2019Q3 202313
BlackRock Investment Management, LLC 13130.00%0.01%0.02%Q4 2013Q4 201613
Renaissance Technologies 510.00%0.00%0.00%Q2 2018Q1 202313
Ayalon Insurance Comp Ltd. 760.03%0.54%2.09%Q2 2015Q3 202313
Maltin Wealth Management, Inc. 13131.79%2.83%4.18%Q3 2020Q3 202313
DERBY & COMPANY, INC 13130.30%0.40%0.58%Q4 2017Q4 202013
QCI ASSET MANAGEMENT INC/NY 13130.01%0.02%0.03%Q3 2018Q3 202113
Prime Capital Investment Advisors, LLC 720.01%0.02%0.07%Q4 2017Q3 202313
Centric Wealth Management 940.10%0.21%0.35%Q4 2018Q1 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Hixon Zuercher, LLC 13130.12%0.16%0.18%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.01%0.02%Q1 2020Q3 202313
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.01%0.02%0.04%Q3 2020Q3 202313
Financial Sense Advisors, Inc. 710.16%0.44%0.59%Q3 2015Q1 202013
Clark Capital Management Group, Inc. 410.02%0.62%1.90%Q4 2013Q4 202213
PagnatoKarp Partners LLC 13130.07%0.34%0.56%Q4 2016Q4 201913
CapWealth Advisors, LLC 760.00%0.00%0.00%Q2 2013Q3 201613
Investors Capital Advisory Services 13130.13%0.20%0.28%Q2 2013Q2 201613
COLDSTREAM CAPITAL MANAGEMENT INC 720.00%0.01%0.02%Q3 2017Q3 202313
Pettinga Financial Advisors LLC 630.05%0.26%0.87%Q1 2019Q3 202313
TRUST CO OF VERMONT 910.00%0.00%0.02%Q4 2017Q1 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.14%0.18%0.22%Q4 2018Q4 202113
Baker Avenue Asset Management, LP 420.00%0.15%0.85%Q2 2016Q3 202313
NORTH AMERICAN MANAGEMENT CORP 13130.65%0.86%1.14%Q1 2018Q1 202113
Simplicity Solutions, LLC 710.00%0.17%0.52%Q4 2014Q1 202313
Stonebridge Capital Advisors LLC 850.00%0.00%0.00%Q2 2019Q4 202213
Endurance Wealth Management, Inc. 750.00%0.01%0.01%Q2 2015Q4 202012
SMITH HAYES Advisers, Inc 12120.12%0.17%0.21%Q2 2013Q1 201612
Capital Asset Advisory Services LLC 12120.01%0.01%0.01%Q4 2019Q3 202212
Argent Trust Co 12120.04%0.06%0.16%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.14%0.26%0.40%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.01%0.02%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.19%0.27%0.39%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.11%0.22%Q4 2018Q3 202112
HighMark Wealth Management LLC 12120.01%0.02%0.07%Q4 2019Q3 202212
Cresset Asset Management, LLC 1110.00%0.00%0.01%Q3 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.22%0.31%0.47%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.01%0.01%0.01%Q4 2020Q3 202312
HRT FINANCIAL LP 410.00%0.45%4.25%Q2 2015Q2 202312
Thrive Capital Management, LLC 12120.33%0.89%1.28%Q4 2020Q3 202312
FDx Advisors, Inc. 660.01%0.02%0.05%Q1 2016Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.31%0.41%0.55%Q4 2020Q3 202312
Certified Advisory Corp 1110.44%0.88%1.26%Q4 2017Q1 202112
TrueWealth Advisors, LLC 12120.11%0.32%1.03%Q4 2020Q3 202312
BRINKER CAPITAL INC 840.01%0.14%0.60%Q3 2016Q2 202012
Tacita Capital Inc 12120.31%0.49%0.64%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.04%0.13%0.30%Q4 2020Q3 202312
VESTOR CAPITAL, LLC 12120.06%0.11%0.18%Q2 2017Q1 202012
David J Yvars Group 12120.15%0.34%0.67%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.09%0.54%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.01%0.02%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.15%0.19%0.29%Q4 2020Q3 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.77%1.93%6.42%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.02%0.03%Q1 2019Q2 202212
DIVIDEND ASSETS CAPITAL, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
COWA, LLC 12121.98%3.15%4.85%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1020.00%0.00%0.01%Q3 2013Q4 202112
Sanchez Wealth Management Group 12120.39%1.94%5.12%Q4 2017Q3 202012
Gladstone Institutional Advisory LLC 12120.05%0.09%0.15%Q4 2020Q3 202312
APPLETON PARTNERS INC/MA 12120.03%0.04%0.05%Q1 2017Q4 201912
DB Wealth Management Group, LLC 12121.01%2.26%4.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
ARCADIA INVESTMENT MANAGEMENT CORP/MI 12120.01%0.10%0.18%Q4 2015Q3 201812
Mosaic Family Wealth, LLC 12120.10%0.31%0.44%Q1 2019Q4 202112
HOLLENCREST CAPITAL MANAGEMENT 740.01%0.06%0.09%Q4 2013Q3 202311
Global Financial Private Capital, Inc 710.00%0.12%0.74%Q1 2017Q1 202011
Stratos Wealth Advisors, LLC 1010.02%0.04%0.12%Q1 2020Q3 202311
Citizens National Bank Trust Department 11110.05%0.07%0.09%Q1 2021Q3 202311
Noven Financial Group, Inc. 831.11%8.34%12.21%Q1 2016Q2 201911
Stevens First Principles Investment Advisors 11110.01%0.06%0.08%Q4 2016Q2 201911
CHEMICAL BANK 11110.15%0.16%0.18%Q4 2016Q2 201911
YorkBridge Wealth Partners, LLC 11110.03%0.04%0.04%Q4 2016Q2 201911
OPUS INVESTMENT MANAGEMENT INC 1010.19%2.82%3.94%Q2 2016Q2 201911
Koshinski Asset Management, Inc. 710.01%0.14%0.28%Q2 2017Q1 202211
Marquette Asset Management, LLC 11110.11%0.14%0.15%Q4 2015Q2 201811
ARMSTRONG HENRY H ASSOCIATES INC 11110.05%0.06%0.06%Q2 2016Q4 201811
Qube Research & Technologies Ltd 410.00%0.04%0.09%Q4 2019Q3 202311
Glassman Wealth Services 910.01%0.01%0.01%Q1 2020Q3 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.27%1.17%2.75%Q4 2018Q2 202111
Karp Capital Management Corp 740.05%0.59%2.03%Q4 2014Q2 202011
Perigon Wealth Management, LLC 610.00%0.06%0.16%Q3 2011Q3 202311
New Capital Management LP 11110.07%0.77%1.34%Q4 2016Q2 201911
EATON VANCE MANAGEMENT 11110.00%0.00%0.00%Q2 2019Q4 202111
First Citizens Financial Corp 11110.20%0.42%0.73%Q4 2019Q2 202211
Lumature Wealth Partners, LLC 11110.03%0.05%0.08%Q4 2020Q2 202311
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.09%0.21%0.39%Q2 2013Q4 201511
SIMMONS FIRST TRUST CO NA 11110.18%0.96%3.10%Q2 2013Q4 201511
SHELTON CAPITAL MANAGEMENT 11110.01%0.02%0.02%Q2 2017Q4 201911
Providence Capital Advisors, LLC 11110.20%0.23%0.25%Q4 2018Q2 202111
Sargent Bickham Lagudis LLC 740.00%0.01%0.01%Q1 2019Q4 202211
Capital Advisors Wealth Management, LLC 11110.15%0.19%0.26%Q1 2021Q3 202311
HENGEHOLD CAPITAL MANAGEMENT LLC 740.06%1.96%6.57%Q1 2016Q3 202311
Insight Wealth Strategies, LLC 11110.03%0.17%0.37%Q4 2018Q2 202111
GFS Advisors, LLC 1010.01%0.40%0.50%Q1 2016Q4 202111
CIBC Private Wealth Group, LLC 510.00%0.00%0.00%Q4 2017Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.69%1.00%1.33%Q1 2021Q3 202311
Avior Wealth Management, LLC 520.00%0.02%0.05%Q4 2018Q2 202311
BlackRock Institutional Trust Company, N.A. 11110.00%0.00%0.00%Q2 2013Q4 201511
Spire Wealth Management 11110.01%0.03%0.08%Q1 2021Q3 202311
Compagnie Lombard Odier SCmA 11110.00%0.01%0.01%Q1 2015Q3 201711
Divergent Wealth Advisors 11114.11%4.66%5.46%Q4 2017Q2 202011
Csenge Advisory Group 620.03%0.16%0.37%Q3 2018Q3 202311
THOROUGHBRED FINANCIAL SERVICES, LLC 510.03%0.07%0.12%Q1 2019Q3 202311
BARINGS LLC 710.01%0.94%3.09%Q2 2018Q3 202311
CIBC BANK USA 11110.04%0.08%0.17%Q2 2013Q4 201511
Squar Milner Financial Services LLC 11110.35%0.53%0.74%Q4 2017Q2 202011
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Iron Horse Wealth Management, LLC 640.00%0.00%0.01%Q4 2020Q3 202310
Darwin Wealth Management, LLC 10100.06%0.14%0.25%Q1 2018Q2 202010
Blume Capital Management, Inc. 10100.01%0.01%0.01%Q4 2013Q1 201610
CNB Bank 810.01%0.03%0.09%Q4 2017Q3 202210
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.18%0.23%0.28%Q2 2021Q3 202310
HL FINANCIAL SERVICES LLC 510.01%0.06%0.12%Q3 2013Q1 201910
NORTHSTAR WEALTH PARTNERS LLC 10100.31%0.41%0.52%Q1 2018Q2 202010
Foundations Investment Advisors, LLC 610.01%1.58%15.14%Q1 2020Q3 202310
RMB Capital Management, LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
Enterprise Trust & Investment Co 10100.02%0.02%0.03%Q2 2019Q3 202110
Sonora Investment Management, LLC 810.00%0.00%0.01%Q1 2016Q3 202010
Argentus Capital Management, LLC 510.09%0.19%0.36%Q2 2013Q3 201610
VSR Financial Services, Inc. 820.03%0.10%0.46%Q3 2013Q2 201610
MARINO, STRAM & ASSOCIATES LLC 10100.19%0.29%0.33%Q4 2017Q1 202010
Wealthcare Advisory Partners LLC 910.01%0.11%0.22%Q1 2018Q1 202110
Pinnacle Summer Investments, Inc. 10100.00%0.14%0.22%Q2 2013Q3 201510
KANALY TRUST CO 10100.02%0.02%0.03%Q3 2014Q4 201610
Barnett & Company, Inc. 10100.01%0.01%0.01%Q2 2017Q3 201910
Accel Wealth Management 10100.05%0.07%0.10%Q4 2020Q1 202310
Avestar Capital, LLC 910.08%0.32%0.55%Q4 2017Q3 202310
Brick & Kyle, Associates 10100.02%0.02%0.02%Q4 2014Q1 201710
SouthState Corp 10100.03%0.11%0.15%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.04%0.07%Q1 2021Q3 202310
Concert Wealth Management Inc. 410.08%0.17%0.33%Q2 2013Q1 201710
Portfolio Solutions, LLC 910.02%0.06%0.09%Q1 2016Q1 202210
Paragon Wealth Strategies, LLC 820.00%0.22%0.30%Q4 2016Q4 202210
HARBOUR INVESTMENTS, INC. 640.02%0.05%0.11%Q1 2021Q3 202310
Brookstone Capital Management 10100.01%0.03%0.10%Q2 2021Q3 202310
EVOKE WEALTH, LLC 810.00%0.01%0.02%Q3 2019Q3 202210
WEBSTER BANK, N. A. 910.00%0.00%0.00%Q4 2016Q3 202010
Hoxton Financial, Inc. 10100.01%0.35%0.63%Q2 2013Q3 201510
Zions Bancorporation 10100.00%0.04%0.14%Q2 2016Q3 201810
Octavia Wealth Advisors, LLC 10100.05%0.07%0.10%Q4 2020Q1 202310
Rothschild & Co Wealth Management UK Ltd 10100.01%0.02%0.06%Q3 2015Q4 201710
Ledyard National Bank 10100.02%0.03%0.04%Q3 2016Q4 201810
FineMark National Bank & Trust 910.00%0.00%0.00%Q1 2014Q4 201610
TimeScale Financial, Inc. 10100.00%0.00%0.01%Q1 2021Q2 202310
EFG Asset Management (Americas) Corp. 810.06%0.23%0.46%Q1 2015Q1 201910
AIMZ Investment Advisors, LLC 910.08%0.11%0.14%Q4 2019Q2 202210
TNF LLC 990.12%0.46%1.51%Q3 2021Q3 20239
TWO SIGMA SECURITIES, LLC 310.00%0.04%0.28%Q3 2017Q2 20239
IEQ CAPITAL, LLC 410.01%0.01%0.03%Q4 2019Q3 20229
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.03%Q4 2020Q3 20239
FLOW TRADERS U.S. LLC 210.02%0.14%0.79%Q3 2016Q2 20239
Claret Asset Management Corp 990.05%0.08%0.12%Q4 2017Q4 20199
MGO ONE SEVEN LLC 610.01%0.05%0.14%Q4 2017Q3 20239
Sequoia Wealth Management, LLC 991.89%2.69%7.60%Q4 2017Q4 20199
Sageworth Trust Co 540.00%0.11%0.29%Q3 2013Q1 20189
ARS Wealth Advisors Group, LLC 990.05%0.08%0.11%Q3 2021Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 720.00%0.01%0.02%Q2 2021Q3 20239
JB Capital LLC 990.05%0.49%2.07%Q3 2021Q3 20239
Heritage Wealth Advisors 540.00%0.01%0.02%Q1 2019Q2 20239
Crestone Asset Management LLC 990.07%0.16%0.29%Q4 2017Q4 20199
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 990.18%0.20%0.24%Q4 2017Q4 20199
FLAGSTAR ADVISORS INC 990.10%0.18%0.36%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.08%0.15%0.29%Q4 2019Q4 20219
Ackerman Capital Advisors, LLC 610.02%0.97%1.69%Q2 2017Q1 20209
Lapides Asset Management, LLC 410.04%0.17%0.34%Q1 2016Q4 20199
Sanford Advisory Services, LLC 990.10%0.14%0.20%Q4 2020Q4 20229
Atwater Malick LLC 810.06%0.14%0.16%Q3 2019Q3 20239
SENTINEL ASSET MANAGEMENT, INC. 990.32%0.73%0.93%Q3 2015Q3 20179
Advisor Resource Council 990.02%0.10%0.21%Q2 2021Q2 20239
Lindbrook Capital, LLC 810.00%0.00%0.00%Q3 2020Q3 20239
Financial Management Professionals, Inc. 610.02%0.51%1.44%Q1 2016Q2 20239
Timber Hill LLC 410.00%0.01%0.04%Q1 2014Q2 20179
Walkner Condon Financial Advisors LLC 990.24%0.39%0.60%Q3 2021Q3 20239
WealthPLAN Partners, LLC 310.00%0.02%0.04%Q1 2015Q2 20239
CITY NATIONAL BANK 720.00%0.00%0.01%Q2 2013Q3 20159
Partnervest Advisory Services LLC 540.00%0.09%0.21%Q2 2013Q2 20169
High Net Worth Advisory Group LLC 990.66%0.76%0.80%Q4 2021Q4 20239
Financial Network Wealth Management LLC 990.10%0.24%0.34%Q3 2021Q3 20239
Colorado Capital Management, Inc. 990.19%0.22%0.31%Q2 2016Q2 20189
Minot Wealth Management LLC 990.04%0.06%0.11%Q2 2020Q2 20229
LFA - Lugano Financial Advisors SA 540.01%0.01%0.02%Q2 2018Q3 20209
NorthCoast Asset Management LLC 990.01%0.01%0.02%Q2 2019Q2 20219
WC Walker & Associates, Inc. 993.95%4.85%6.57%Q4 2020Q4 20229
Baystate Wealth Management LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
BerganKDV Wealth Management, LLC 880.05%0.11%0.15%Q3 2017Q2 20198
TD Waterhouse Canada Inc. 880.01%0.02%0.05%Q4 2021Q3 20238
GDS Wealth Management 882.67%2.97%3.13%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.31%0.47%0.68%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.42%0.47%0.50%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Meiji Yasuda Life Insurance Co 710.13%2.51%6.59%Q3 2016Q3 20238
Old North State Trust, LLC 710.01%0.02%0.03%Q3 2018Q3 20208
Marion Wealth Management 880.18%0.25%0.38%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Claraphi Advisory Network, LLC 610.02%0.67%1.74%Q4 2018Q4 20228
LAKE STREET PRIVATE WEALTH, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Arbor Investment Advisors, LLC 880.10%0.14%0.21%Q2 2017Q1 20198
Concord Wealth Partners 880.26%0.32%0.38%Q4 2021Q3 20238
NCM Capital Management, LLC 880.92%1.05%1.21%Q4 2021Q3 20238
FEDERATED HERMES, INC. 620.00%0.04%0.16%Q4 2019Q3 20238
Huntington Steele LLC 880.09%0.96%1.17%Q2 2016Q1 20188
Leeward Financial Partners, LLC 880.14%2.06%3.01%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.04%0.05%0.06%Q4 2021Q3 20238
Parasol Investment Management, LLC 880.05%0.08%0.18%Q3 2013Q2 20158
Collaborative Wealth Managment Inc. 610.79%0.97%1.41%Q1 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
PBMares Wealth Management LLC 880.11%0.14%0.17%Q4 2021Q3 20238
WEST BANCORPORATION INC 440.05%0.07%0.08%Q4 2019Q3 20228
CGN Advisors LLC 710.06%0.07%0.08%Q4 2020Q4 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 881.54%2.47%3.12%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.47%0.74%0.89%Q4 2021Q3 20238
GIRARD PARTNERS LTD. 710.03%0.11%0.15%Q3 2015Q3 20188
Rise Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Mizuho Bank, Ltd. 882.41%6.66%13.25%Q2 2014Q1 20168
SAGE FINANCIAL GROUP INC 610.09%0.12%0.21%Q4 2013Q3 20238
Paladin Advisory Group, LLC 880.10%0.14%0.24%Q4 2021Q3 20238
Bogart Wealth, LLC 210.00%0.68%5.13%Q4 2016Q3 20238
Ascent Group, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.03%0.04%0.06%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.95%1.05%1.11%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.19%0.22%0.24%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 410.00%0.02%0.12%Q4 2014Q4 20228
Hennion & Walsh Asset Management, Inc. 880.29%0.34%0.42%Q1 2021Q4 20228
CARDIFF PARK ADVISORS, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Provident Investment Management, Inc. 410.02%0.02%0.03%Q2 2021Q3 20238
Investors Financial Group, LLC 440.10%0.63%1.50%Q4 2019Q4 20218
SIGNATUREFD, LLC 610.00%0.00%0.01%Q4 2018Q4 20228
Kellett Wealth Advisors, LLC 880.19%0.29%0.48%Q4 2021Q3 20238
SMITHBRIDGE ASSET MANAGEMENT INC/DE 530.05%0.09%0.13%Q2 2021Q2 20238
Houlihan Financial Resource Group, Ltd. 511.91%2.51%3.62%Q4 2019Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.11%0.16%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.22%0.35%0.46%Q4 2021Q3 20238
NVWM, LLC 880.02%0.05%0.06%Q1 2018Q4 20198
Cascade Investment Advisors, Inc. 880.01%0.02%0.02%Q4 2018Q3 20208
Amplius Wealth Advisors, LLC 880.11%0.14%0.16%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.49%0.64%0.80%Q4 2021Q3 20238
Ameritas Investment Company, LLC 320.01%0.06%0.35%Q4 2018Q3 20218
Perfromance Wealth Partners, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
MA Private Wealth 610.05%0.87%2.70%Q4 2018Q3 20238
HOWLAND CAPITAL MANAGEMENT LLC 880.04%0.09%0.13%Q4 2018Q3 20208
HFG Advisors, Inc. 882.04%2.33%2.60%Q4 2021Q3 20238
Marcum Wealth, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
CVS HEALTH Corp 8815.99%40.50%56.12%Q4 2021Q3 20238
JSF Financial, LLC 710.10%0.35%0.53%Q4 2019Q3 20238
Independent Portfolio Consultants, Inc. 710.05%0.74%1.40%Q4 2014Q2 20178
Madison Wealth Partners, Inc 880.11%0.18%0.20%Q4 2021Q3 20238
Relative Value Partners Group, LLC 530.04%0.05%0.05%Q3 2021Q3 20238
HB Wealth Management, LLC 880.21%0.26%0.28%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.23%0.26%0.30%Q2 2013Q1 20158
Taylor Hoffman Wealth Management 610.05%0.06%0.07%Q3 2018Q2 20207
FOUNDERS BANK & TRUST 771.10%1.45%1.63%Q2 2013Q4 20147
Round Table Services, LLC 770.04%0.05%0.05%Q1 2021Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.11%0.15%0.18%Q2 2013Q4 20147
High Falls Advisors, Inc 610.01%0.56%2.09%Q1 2016Q3 20237
Reynders McVeigh Capital Management, LLC 770.01%0.02%0.03%Q4 2021Q2 20237
Kavar Capital Partners, LLC 310.00%0.00%0.00%Q1 2014Q2 20197
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
55I, LLC 610.01%0.43%1.67%Q3 2020Q3 20227
Visionary Asset Management, Inc. 770.09%0.16%0.24%Q3 2013Q1 20157
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q2 2021Q2 20237
TCF National Bank 770.08%0.16%0.19%Q3 2019Q1 20217
TIEDEMANN ADVISORS, LLC 770.07%0.10%0.17%Q1 2022Q3 20237
Placemark Investments, Inc. 770.04%0.07%0.12%Q2 2013Q4 20147
FOREFRONT WEALTH MANAGEMENT INC. 775.04%7.24%9.99%Q1 2022Q3 20237
EP Wealth Advisors, LLC 430.00%0.06%0.35%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.06%0.07%Q4 2021Q2 20237
Virtu Financial LLC 410.06%0.15%0.34%Q3 2014Q2 20187
D L CARLSON INVESTMENT GROUP INC 410.05%0.07%0.08%Q3 2014Q4 20227
Atria Wealth Solutions, Inc. 770.30%0.40%0.58%Q1 2022Q3 20237
COLLECTIVE FAMILY OFFICE LLC 770.31%0.62%0.93%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.08%0.47%0.63%Q1 2022Q3 20237
CALTON & ASSOCIATES, INC. 410.04%0.16%0.73%Q4 2017Q1 20227
Interchange Capital Partners, LLC 610.08%0.27%0.41%Q4 2020Q3 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Phoenix Wealth Advisors 430.01%1.35%3.34%Q4 2020Q3 20237
ALBION FINANCIAL GROUP /UT 520.00%0.01%0.02%Q2 2021Q3 20237
Gordian Capital Singapore Pte Ltd 770.00%0.02%0.13%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 610.02%0.03%0.03%Q4 2019Q1 20227
CreativeOne Wealth, LLC 610.02%0.20%0.60%Q3 2021Q3 20237
Moors & Cabot, Inc. 520.01%0.02%0.05%Q2 2014Q2 20237
Tyler-Stone Wealth Management 520.02%0.02%0.02%Q4 2021Q3 20237
Perennial Investment Advisors, LLC 610.05%0.12%0.28%Q4 2019Q3 20237
Cobble Hill Financial Services, INC 772.49%3.00%3.32%Q1 2013Q3 20147
Faithward Advisors, LLC 610.00%0.06%0.16%Q4 2019Q2 20227
MANCHESTER FINANCIAL INC 610.02%0.02%0.03%Q2 2019Q1 20217
Continuum Advisory, LLC 770.11%0.31%0.66%Q1 2022Q3 20237
Hikari Power Ltd 770.05%0.23%0.35%Q2 2018Q4 20197
Avalon Investment & Advisory 430.01%0.01%0.02%Q1 2019Q1 20237
Integrated Wealth Management 770.01%0.10%0.21%Q3 2015Q1 20177
Resurgent Financial Advisors LLC 770.10%0.20%0.26%Q1 2022Q3 20237
TOTH FINANCIAL ADVISORY CORP 430.00%0.00%0.00%Q4 2019Q3 20237
Veritable, L.P. 770.01%0.01%0.02%Q2 2017Q4 20187
CHOREO, LLC 430.08%0.08%0.09%Q1 2016Q3 20237
Compass Ion Advisors, LLC 770.05%0.07%0.08%Q1 2022Q3 20237
FundX Investment Group, LLC 430.10%5.59%10.87%Q1 2016Q3 20197
BUCKINGHAM STRATEGIC WEALTH, LLC 410.00%0.10%0.33%Q1 2017Q3 20237
RPG Investment Advisory, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
DAVENPORT & Co LLC 610.00%0.01%0.03%Q3 2021Q3 20237
Greytown Advisors Inc. 770.16%0.18%0.24%Q1 2022Q3 20237
Karn, Couzens & Associates, Inc. 660.29%0.36%0.44%Q4 2020Q1 20226
Summit Financial Wealth Advisors, LLC 330.09%0.31%0.51%Q2 2016Q4 20196
EverSource Wealth Advisors, LLC 660.02%0.03%0.07%Q2 2022Q3 20236
Choate Investment Advisors 310.00%0.00%0.00%Q3 2020Q2 20226
Iowa State Bank 660.12%0.14%0.19%Q2 2016Q3 20176
Blue Trust, Inc. 660.00%0.05%0.16%Q2 2022Q3 20236
COMERICA SECURITIES INC 660.06%0.07%0.12%Q3 2017Q4 20186
ERTS Wealth Advisors, LLC 660.10%0.83%1.60%Q4 2018Q1 20206
UBS AG 660.06%0.06%0.07%Q2 2013Q3 20146
Sharkey, Howes & Javer 660.76%1.29%2.04%Q2 2022Q3 20236
D'Orazio & Associates, Inc. 660.29%1.34%1.81%Q2 2022Q3 20236
KCM INVESTMENT ADVISORS LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Concentrum Wealth Management 660.31%0.40%0.53%Q4 2018Q1 20206
JOHNSON INVESTMENT COUNSEL INC 660.00%0.00%0.00%Q2 2022Q3 20236
BT Wealth Management LLC 663.37%4.87%5.99%Q1 2021Q2 20226
Crown Wealth Group, LLC 510.28%0.61%1.52%Q1 2022Q3 20236
Lloyd Advisory Services, LLC. 660.00%0.65%2.09%Q4 2020Q1 20226
EVERMAY WEALTH MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.11%0.24%Q4 2019Q1 20216
Allen Investment Management, LLC 510.03%0.04%0.05%Q1 2022Q3 20236
Apollon Wealth Management, LLC 660.01%0.08%0.15%Q2 2022Q3 20236
All Season Financial Advisors, Inc. 410.58%2.54%3.64%Q2 2021Q3 20236
DELTA ASSET MANAGEMENT LLC/TN 660.00%0.00%0.01%Q3 2013Q4 20146
STERNE AGEE GROUP, INC. 660.12%0.18%0.24%Q3 2013Q4 20146
PRIVATE TRUST CO NA 660.06%0.08%0.10%Q2 2022Q3 20236
Pictet North America Advisors SA 660.03%0.04%0.05%Q4 2018Q1 20206
HoyleCohen, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Independent Wealth Network Inc. 660.23%0.54%0.77%Q2 2022Q3 20236
Cooper Financial Group 660.19%0.38%1.00%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Round Rock Advisors, LLC 660.09%0.11%0.14%Q4 2021Q1 20236
Samalin Investment Counsel, LLC 660.14%0.26%0.42%Q4 2019Q1 20216
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.01%Q1 2018Q2 20196
TUCKER ASSET MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Arkos Global Advisors 661.79%2.57%2.96%Q4 2018Q1 20206
Waverly Advisors, LLC 660.29%1.11%1.64%Q2 2022Q3 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.01%0.03%Q1 2014Q2 20156
FULTON BANK, N.A. 330.01%0.01%0.02%Q4 2021Q2 20236
Risk Paradigm Group, LLC 660.05%0.06%0.06%Q4 2016Q1 20186
Freedman Financial Associates, Inc. 660.18%0.20%0.21%Q4 2020Q1 20226
COMMUNITY BANK SYSTEM, INC. 660.08%0.08%0.10%Q2 2013Q3 20146
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cerity Partners LLC 660.01%0.02%0.05%Q1 2022Q2 20236
4J Wealth Management LLC 661.67%1.83%1.94%Q2 2022Q3 20236
NewFocus Financial Group, LLC 210.12%0.13%0.17%Q4 2015Q3 20186
Insight Advisors, LLC/ PA 660.06%0.08%0.10%Q4 2020Q1 20226
NATIXIS ADVISORS, L.P. 410.00%0.03%0.16%Q2 2013Q3 20236
Berkshire Bank 660.12%0.27%0.35%Q2 2022Q3 20236
Walleye Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20236
Financial Architects, Inc 310.06%0.22%0.56%Q3 2016Q1 20236
THOMPSON DAVIS & CO., INC. 330.23%0.35%0.49%Q4 2021Q2 20236
FourThought Financial, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Madrona Financial Services, LLC 660.18%0.21%0.23%Q2 2022Q3 20236
Clear Creek Financial Management, LLC 660.16%0.26%0.38%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2019Q3 20236
TSFG, LLC 510.00%0.11%0.16%Q1 2019Q3 20236
Fiera Capital Corp 660.04%0.07%0.08%Q2 2022Q3 20236
Silicon Valley Capital Partners 420.00%0.10%0.42%Q3 2016Q3 20236
Seven Springs Wealth Group, LLC 660.07%0.17%0.64%Q4 2019Q1 20216
Tarbox Family Office, Inc. 660.02%0.02%0.02%Q2 2014Q3 20156
BANK OF NOVA SCOTIA 320.00%0.01%0.01%Q2 2013Q2 20155
ROMANO BROTHERS AND COMPANY 550.07%0.09%0.10%Q3 2022Q3 20235
Platte River Wealth Advisors, LLC 550.12%0.18%0.28%Q3 2022Q3 20235
Proficio Capital Partners LLC 550.11%0.17%0.21%Q2 2016Q2 20175
1832 Asset Management L.P. 410.00%0.00%0.00%Q1 2015Q4 20165
1900 WEALTH MANAGEMENT LLC 410.04%0.08%0.11%Q2 2022Q3 20235
CLIENT 1ST ADVISORY GROUP, LLC 550.16%0.26%0.36%Q3 2022Q3 20235
Venturi Wealth Management, LLC 320.00%0.03%0.09%Q2 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.01%0.03%Q2 2019Q2 20205
FIRST MERCHANTS CORP 550.03%0.03%0.03%Q3 2020Q3 20215
Epstein & White Financial LLC 550.06%0.08%0.10%Q2 2020Q2 20215
PRUDENTIAL PLC 210.04%0.26%0.73%Q3 2016Q3 20235
TPB WEALTH ADVISORS 551.69%2.06%2.58%Q1 2022Q1 20235
HOWARD FINANCIAL SERVICES, LTD. 550.19%0.19%0.20%Q4 2018Q4 20195
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.00%0.00%Q4 2020Q4 20215
PEAPACK GLADSTONE FINANCIAL CORP 550.00%0.01%0.01%Q1 2022Q1 20235
LBA Wealth Management, LLC 550.00%0.01%0.01%Q4 2015Q4 20165
Eagle Strategies LLC 410.08%0.10%0.11%Q2 2022Q3 20235
Clarus Wealth Advisors 550.02%0.03%0.06%Q2 2018Q2 20195
Clearstead Trust, LLC 550.05%0.06%0.06%Q3 2022Q3 20235
Laurel Wealth Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BRAVE ASSET MANAGEMENT INC 550.01%0.02%0.03%Q4 2013Q4 20145
MATRIX PRIVATE CAPITAL GROUP LLC 550.00%0.01%0.03%Q2 2022Q2 20235
Newbridge Financial Services Group, Inc. 550.00%0.02%0.02%Q3 2022Q3 20235
EDMOND DE ROTHSCHILD (SUISSE) S.A. 550.04%0.08%0.12%Q3 2015Q3 20165
RAY GERALD L & ASSOCIATES LTD 550.07%0.07%0.08%Q2 2014Q2 20155
Good Life Advisors, LLC 550.06%0.07%0.08%Q4 2017Q4 20185
CHARTIST INC /CA/ 310.10%0.12%0.14%Q2 2013Q4 20145
Advisors Capital Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Essex Financial Services, Inc. 550.14%0.19%0.22%Q3 2019Q3 20205
Fermata Advisors, LLC 410.15%3.33%6.13%Q2 2022Q3 20235
Allegis Investment Advisors, LLC 550.07%0.15%0.24%Q1 2017Q1 20185
GeoWealth Management, LLC 410.03%0.11%0.25%Q4 2019Q3 20215
CONSILIO WEALTH ADVISORS, LLC 550.13%0.29%0.88%Q3 2022Q3 20235
Arcus Capital Partners, LLC 550.28%0.39%0.52%Q4 2015Q4 20165
NWAM LLC 410.03%0.08%0.22%Q4 2016Q1 20235
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 5510.68%14.11%24.36%Q1 2013Q1 20145
One Capital Management, LLC 550.01%0.71%2.41%Q1 2022Q1 20235
Wealth & Pension Services Group, Inc. 550.23%0.25%0.27%Q3 2018Q3 20195
Strategic Asset Management, LLC 550.04%0.14%0.52%Q3 2021Q3 20225
Wealth Alliance 310.06%0.32%0.75%Q1 2020Q2 20235
MYCIO WEALTH PARTNERS, LLC 410.01%0.03%0.03%Q2 2013Q3 20185
BARRETT & COMPANY, INC. 550.17%0.18%0.20%Q3 2022Q3 20235
WCG Wealth Advisors LLC 550.18%0.31%0.40%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.09%0.26%0.60%Q4 2016Q4 20175
Kore Private Wealth LLC 320.00%0.01%0.01%Q4 2018Q2 20205
CoreCap Advisors, LLC 550.00%0.07%0.13%Q4 2021Q4 20225
Beacon Pointe Advisors, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
Latitude Advisors, LLC 410.08%0.13%0.19%Q3 2021Q4 20225
Bouchey Financial Group Ltd 550.07%4.32%6.54%Q1 2019Q1 20205
Compass Wealth Management LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Golden State Wealth Management, LLC 320.01%0.02%0.05%Q1 2019Q2 20205
Quadrant Private Wealth Management, LLC 410.08%0.11%0.15%Q2 2022Q3 20235
Magnus Financial Group LLC 550.07%0.11%0.14%Q4 2018Q4 20195
Wilmington Trust, National Association 550.12%0.13%0.14%Q2 2013Q2 20145
GREAT VALLEY ADVISOR GROUP, INC. 550.42%0.52%0.56%Q1 2019Q1 20205
Plante Moran Financial Advisors, LLC 110.00%0.03%0.09%Q4 2016Q3 20235
WILLIAMS JONES & ASSOCIATES LLC 550.01%0.01%0.01%Q2 2016Q2 20175
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.03%0.05%Q2 2018Q2 20225
Clearview Wealth Advisors LLC 550.06%0.45%1.07%Q2 2022Q2 20235
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 550.18%0.20%0.22%Q3 2022Q3 20235
Intelligence Driven Advisers, LLC 550.24%0.28%0.33%Q4 2018Q4 20195
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
Shepherd Financial Partners LLC 550.06%0.09%0.12%Q1 2022Q1 20235
Lee Financial Co 410.00%0.00%0.00%Q3 2021Q1 20235
Invst, LLC 320.19%0.27%0.39%Q2 2018Q3 20225
US FINANCIAL ADVISORS, LLC 551.90%2.30%3.43%Q4 2014Q4 20155
Strategic Blueprint, LLC 410.02%0.11%0.24%Q2 2021Q1 20235
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q2 20225
Wagner Wealth Management, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
NORWOOD FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
Trinity Wealth Management, LLC 553.51%3.72%3.88%Q2 2022Q2 20235
Marietta Wealth Management, LLC 550.08%0.09%0.10%Q2 2019Q2 20205
Valtinson Bruner Financial Planning LLC 550.13%0.18%0.22%Q1 2022Q1 20235
Montecito Bank & Trust 550.06%0.08%0.08%Q4 2022Q4 20235
Family Management Corp 550.08%0.65%1.41%Q2 2019Q2 20205
Riverpoint Wealth Management Holdings, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
MACROVIEW INVESTMENT MANAGEMENT LLC 550.01%0.01%0.01%Q3 2013Q3 20145
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.02%Q2 2013Q2 20235
J2 Capital Management Inc 552.03%2.99%4.11%Q4 2021Q4 20225
Fisher Asset Management, LLC 310.00%0.00%0.00%Q1 2019Q2 20235
Verity Asset Management, Inc. 310.14%1.71%5.36%Q2 2017Q1 20235
WealthSpring Partners, LLC 550.58%0.63%0.69%Q3 2022Q3 20235
MayTech Global Investments, LLC 550.43%0.63%0.85%Q3 2019Q3 20205
Aspire Wealth Management Corp 550.00%0.04%0.11%Q3 2022Q3 20235
Dakota Wealth Management 550.06%0.27%0.46%Q1 2019Q1 20205
Eldridge Investment Advisors, Inc. 310.11%0.17%0.35%Q2 2019Q3 20234
Quantitative Advantage, LLC 440.18%0.27%0.35%Q2 2022Q1 20234
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.01%Q4 2022Q3 20234
SPC Financial, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 221.14%1.19%1.28%Q4 2018Q4 20194
RITHOLTZ WEALTH MANAGEMENT 310.49%0.64%0.79%Q4 2016Q4 20174
FULTON BREAKEFIELD BROENNIMAN LLC 440.02%0.02%0.03%Q3 2021Q2 20224
Intrepid Financial Planning Group LLC 440.76%0.97%1.10%Q4 2022Q3 20234
XML Financial, LLC 440.64%0.76%0.86%Q3 2022Q2 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VIRIDIAN RIA, LLC 220.24%0.26%0.27%Q1 2021Q1 20224
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Live Oak Investment Partners 440.24%0.25%0.25%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Joel Isaacson & Co., LLC 440.01%0.01%0.01%Q1 2016Q4 20164
Vertex Planning Partners, LLC 440.11%0.13%0.14%Q4 2022Q3 20234
Barrett Asset Management, LLC 440.04%0.05%0.05%Q2 2021Q1 20224
Fort Sheridan Advisors LLC 310.07%0.09%0.09%Q4 2021Q3 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Register Financial Advisors LLC 440.09%0.10%0.11%Q4 2022Q3 20234
RESOLUTE FINANCIAL, LLC 440.24%0.27%0.28%Q4 2021Q3 20224
Alpha Financial Partners, LLC 441.53%2.64%3.79%Q4 2022Q3 20234
FSA Wealth Management LLC 310.02%0.03%0.04%Q4 2019Q4 20204
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.02%0.02%0.03%Q3 2019Q2 20204
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.03%0.08%Q1 2022Q4 20224
Lineweaver Wealth Advisors, LLC 440.11%1.55%2.10%Q2 2022Q1 20234
Colonial Trust Advisors 440.00%0.01%0.01%Q4 2022Q3 20234
Sheaff Brock Investment Advisors, LLC 440.02%0.03%0.03%Q1 2022Q4 20224
Integrity Financial Corp /WA 440.00%0.00%0.00%Q4 2022Q3 20234
STRATEGY ASSET MANAGERS LLC 440.05%0.05%0.05%Q4 2020Q3 20214
KMS FINANCIAL SERVICES, INC 440.08%0.15%0.28%Q4 2013Q3 20144
ALLIANCEBERNSTEIN L.P. 440.01%0.01%0.01%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Clarius Group, LLC 440.06%0.07%0.08%Q1 2019Q4 20194
Greenline Partners, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 449.40%9.99%11.47%Q4 2022Q3 20234
Michelson Medical Research Foundation, Inc. 444.89%6.21%8.87%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 448.93%9.41%9.72%Q4 2022Q3 20234
Greenwich Wealth Management LLC 440.03%0.05%0.05%Q2 2022Q1 20234
MILESTONE WEALTH, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Morningstar Investment Services LLC 310.00%0.01%0.01%Q4 2017Q4 20184
Strategic Equity Management 442.75%3.43%4.20%Q3 2022Q2 20234
American Financial Advisors, LLC 440.05%1.29%4.86%Q4 2018Q3 20194
SVB WEALTH LLC 440.01%0.01%0.01%Q3 2022Q2 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.22%0.55%1.41%Q4 2022Q3 20234
Texas Capital Bank Wealth Management Services Inc 440.02%0.02%0.03%Q4 2022Q3 20234
Edge Capital Group, LLC 440.07%0.19%0.33%Q3 2019Q2 20204
Halpern Financial, Inc. 310.00%0.04%0.06%Q4 2019Q3 20224
Family Asset Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
McClarren Financial Advisors, Inc. 440.07%0.09%0.11%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 220.04%0.17%0.38%Q4 2019Q3 20224
Per Stirling Capital Management, LLC. 440.22%0.24%0.25%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 441.13%1.29%1.44%Q4 2022Q3 20234
GRAND WEALTH MANAGEMENT, LLC 440.04%0.04%0.05%Q4 2021Q3 20224
Shira Ridge Wealth Management 445.72%5.90%6.05%Q4 2022Q3 20234
Angeles Investment Advisors, LLC 440.09%8.75%19.86%Q2 2022Q1 20234
Summit Investment Advisory Services, LLC 440.73%0.90%1.30%Q4 2022Q3 20234
Keystone Wealth Services, LLC 440.14%0.33%0.55%Q2 2022Q1 20234
Trexquant Investment LP 210.01%0.03%0.06%Q2 2020Q3 20234
PALLADIEM, LLC 440.04%0.19%0.41%Q4 2014Q3 20154
NexWave Capital Partners LLC 440.53%0.88%1.09%Q1 2021Q4 20214
Stanford Investment Group, Inc. 440.02%0.02%0.03%Q4 2014Q3 20154
Birchcreek Wealth Management, LLC 310.06%0.23%0.35%Q4 2020Q3 20234
Wealth Quarterback LLC 220.02%0.07%0.14%Q4 2019Q3 20214
Dorsal Capital Management, LP 312.00%3.61%5.12%Q2 2013Q2 20144
SIMON QUICK ADVISORS, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Thomasville National Bank 310.08%0.18%0.46%Q3 2016Q3 20174
Lehman Financial Resources, Inc. 440.32%0.67%0.80%Q4 2017Q3 20184
Talisman Wealth Advisors LLC 441.06%1.18%1.36%Q4 2022Q3 20234
New Republic Capital, LLC 440.56%0.63%0.69%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.18%0.25%Q4 2022Q3 20234
GYL FINANCIAL SYNERGIES, LLC 440.04%0.08%0.16%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.07%0.17%Q2 2022Q1 20234
Gallacher Capital Management LLC 440.16%0.32%0.45%Q4 2022Q3 20234
Freedom Investment Management, Inc. 440.02%0.02%0.04%Q2 2016Q1 20174
True North Advisors, LLC 440.17%0.23%0.30%Q1 2021Q4 20214
CABANA LLC 310.01%7.37%21.03%Q4 2018Q2 20204
VERUS CAPITAL PARTNERS, LLC 220.01%0.04%0.07%Q4 2019Q3 20224
Farther Finance Advisors, LLC 440.05%0.10%0.13%Q4 2022Q3 20234
HM PAYSON & CO 440.00%0.00%0.00%Q2 2019Q1 20204
HHM Wealth Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
PFG Advisors 220.02%0.02%0.03%Q2 2022Q2 20234
THEORY FINANCIAL LLC 442.05%2.12%2.27%Q4 2022Q3 20234
Lion Street Advisors, LLC 110.01%0.39%0.74%Q1 2020Q3 20234
Gateway Wealth Partners, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Dentgroup LLC 440.18%0.26%0.46%Q2 2022Q1 20234
Diversified Trust Co 440.03%0.05%0.06%Q4 2022Q3 20234
MIRSKY FINANCIAL MANAGEMENT CORP. 440.93%0.94%0.97%Q2 2020Q1 20214
Smart Money Group LLC 310.17%1.36%4.72%Q1 2018Q3 20194
Colonial Trust Co / SC 440.00%0.02%0.02%Q4 2022Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SWISS RE LTD 446.26%10.12%15.06%Q2 2022Q1 20234
Clear Perspectives Financial Planning, LLC 440.15%1.32%3.10%Q2 2022Q1 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 440.08%0.08%0.09%Q4 2022Q3 20234
Leucadia National 440.01%0.02%0.03%Q4 2022Q3 20234
FLC Capital Advisors 440.06%0.11%0.17%Q3 2022Q2 20234
Fulcrum Equity Management 220.10%0.52%1.57%Q4 2018Q2 20224
KARLINSKI ANDREW C 440.41%0.57%0.69%Q4 2021Q3 20224
Edmonds Duncan Registered Investment Advisors, LLC 441.12%1.22%1.31%Q4 2015Q3 20164
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.19%0.23%0.30%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.08%0.11%0.15%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.08%0.08%0.09%Q4 2022Q3 20234
OppenheimerFunds, Inc. 440.01%0.01%0.01%Q3 2016Q2 20174
Bensler, LLC 440.05%0.05%0.06%Q1 2022Q4 20224
Beaumont Financial Advisors, LLC 440.82%0.89%0.96%Q4 2022Q3 20234
New England Private Wealth Advisors LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 310.02%0.03%0.04%Q3 2014Q3 20154
Claro Advisors LLC 310.05%0.12%0.20%Q4 2018Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.43%0.47%0.52%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Tillar-Wenstrup Advisors, LLC 222.08%2.60%3.13%Q3 2019Q2 20214
True Wealth Design, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.04%0.05%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.12%0.14%0.16%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.00%0.02%0.06%Q1 2015Q4 20154
Nalls Sherbakoff Group, LLC 310.11%0.16%0.29%Q4 2018Q3 20234
Wealthspire Advisors, L.P. 440.02%0.04%0.06%Q4 2019Q3 20204
IFC Holdings Incorporated/FL 440.02%0.04%0.04%Q1 2017Q4 20174
Pacific Wealth Management 442.47%2.57%2.76%Q4 2022Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Calamos Advisors LLC 310.00%0.00%0.01%Q4 2020Q4 20224
PFS INVESTMENTS INC. 220.02%0.05%0.10%Q4 2017Q1 20214
Bay Harbor Wealth Management, LLC 310.00%0.51%1.02%Q3 2021Q4 20224
Benchmark Capital Advisors 310.16%0.18%0.21%Q1 2017Q1 20184
GUGGENHEIM CAPITAL LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Hikari Tsushin, Inc. 330.04%0.05%0.05%Q2 2019Q4 20193
Advocacy Wealth Management Services, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Raleigh Capital Management Inc. 210.01%0.21%0.36%Q2 2022Q1 20233
Horan Securities, Inc. 110.02%0.06%0.09%Q3 2019Q2 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
United Capital Management of KS, Inc. 210.08%0.12%0.17%Q4 2019Q1 20223
WealthPlan Investment Management, LLC 210.03%0.04%0.04%Q1 2022Q4 20223
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Carl P. Sherr & Co., LLC 330.63%0.75%0.92%Q4 2019Q2 20203
BEAM WEALTH ADVISORS, INC. 211.00%5.41%8.91%Q4 2019Q3 20233
Atomi Financial Group, Inc. 330.10%0.13%0.16%Q1 2023Q3 20233
Quantinno Capital Management LP 330.02%0.02%0.02%Q1 2023Q3 20233
TCWP LLC 330.06%0.53%1.10%Q2 2022Q4 20223
EQ LLC 332.19%2.33%2.42%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
O'Brien Wealth Partners LLC 330.17%0.24%0.30%Q2 2019Q4 20193
STOCK YARDS BANK & TRUST CO 330.01%0.01%0.01%Q2 2022Q4 20223
Benchmark Financial Wealth Advisors, LLC 330.17%0.73%1.06%Q2 2022Q4 20223
FIRST MIDWEST BANK TRUST DIVISION 330.04%0.04%0.05%Q2 2013Q4 20133
Johnson Financial Group, Inc. 210.00%0.00%0.01%Q1 2015Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.04%Q3 2022Q3 20233
Shamrock Asset Management LLC 337.65%7.99%8.45%Q1 2019Q3 20193
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.00%0.00%Q1 2022Q1 20233
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
Better Money Decisions, LLC 330.03%0.03%0.04%Q1 2021Q3 20213
CFS Investment Advisory Services, LLC 330.08%0.54%0.80%Q2 2022Q4 20223
MARSHALL WACE, LLP 210.00%0.00%0.00%Q1 2022Q4 20223
Gryphon Financial Partners LLC 110.00%0.18%0.55%Q4 2017Q2 20223
Abbot Financial Management, Inc. 330.33%0.39%0.44%Q2 2019Q4 20193
Friedenthal Financial 334.57%4.72%4.82%Q2 2016Q4 20163
MILLER HOWARD INVESTMENTS INC /NY 110.01%0.03%0.04%Q4 2018Q1 20233
Hilltop Holdings Inc. 330.04%0.05%0.06%Q1 2023Q3 20233
JNBA Financial Advisors 110.00%0.16%0.48%Q1 2015Q2 20223
CORA CAPITAL ADVISORS LLC 331.76%1.83%1.90%Q1 2023Q3 20233
LEO BROKERAGE, LLC 330.09%0.12%0.19%Q3 2020Q1 20213
SWEENEY & MICHEL, LLC 336.70%7.00%7.23%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.08%0.08%0.09%Q4 2020Q2 20213
Pasadena Private Wealth, LLC 330.40%0.52%0.60%Q2 2019Q4 20193
Centennial Wealth Advisory LLC 111.17%1.61%2.11%Q3 2021Q4 20223
AFFINITY WEALTH MANAGEMENT LLC 330.05%0.06%0.06%Q4 2022Q2 20233
WEST PACES ADVISORS INC. 330.00%0.01%0.01%Q1 2021Q3 20213
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.10%0.12%0.14%Q4 2013Q2 20143
Selective Wealth Management, Inc. 330.01%0.08%0.14%Q1 2022Q3 20223
SigFig Wealth Management, LLC 330.10%0.15%0.22%Q2 2022Q4 20223
Red Door Wealth Management, LLC 330.27%0.32%0.38%Q1 2023Q3 20233
Parisi Gray Wealth Management 210.01%0.04%0.05%Q4 2017Q2 20213
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2017Q4 20223
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.05%0.06%0.07%Q2 2018Q3 20233
McAdam, LLC 330.02%0.03%0.03%Q1 2018Q3 20183
Fortis Advisors, LLC 210.00%0.02%0.02%Q3 2017Q3 20223
Legacy Wealth Management, Inc 3317.23%18.21%19.23%Q2 2013Q4 20133
Pinnacle Private Wealth, LLC 330.88%1.03%1.25%Q4 2021Q2 20223
Day & Ennis, LLC 330.28%0.66%0.90%Q2 2022Q4 20223
SWMG, LLC 330.22%0.56%1.23%Q3 2022Q1 20233
ABSOLUTE CAPITAL MANAGEMENT, LLC 331.42%1.62%1.98%Q1 2022Q3 20223
Castleview Partners, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Fortune 45 LLC 337.87%8.22%8.63%Q3 2022Q1 20233
Horst & Graben Wealth Management LLC 330.68%1.40%1.82%Q2 2022Q4 20223
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Stokes Family Office, LLC 330.07%0.84%1.40%Q2 2022Q4 20223
Russell Investments Group, Ltd. 210.00%0.00%0.01%Q4 2022Q3 20233
Human Investing LLC 210.05%0.13%0.19%Q3 2022Q3 20233
Stone House Investment Management, LLC 210.00%1.20%2.16%Q2 2022Q1 20233
Y-Intercept (Hong Kong) Ltd 210.07%0.10%0.14%Q1 2021Q1 20223
Stadion Money Management, LLC 110.02%1.38%2.74%Q2 2014Q2 20163
Fiduciary Alliance LLC 330.02%0.40%0.60%Q4 2022Q2 20233
CAPITAL ONE FINANCIAL CORP 330.51%0.78%1.05%Q1 2020Q3 20203
Cornerstone Planning Group LLC 210.02%0.04%0.08%Q4 2022Q3 20233
L.M. KOHN & COMPANY 330.08%0.09%0.09%Q1 2023Q3 20233
Capital Wealth Planning, LLC 330.02%0.02%0.03%Q2 2019Q4 20193
WOODMONT INVESTMENT COUNSEL LLC 210.02%0.05%0.07%Q3 2016Q1 20193
Gallagher Fiduciary Advisors, LLC 330.51%0.63%0.78%Q1 2023Q3 20233
SteelPeak Wealth, LLC 330.05%0.25%0.41%Q2 2022Q4 20223
Destiny Wealth Partners, LLC 330.06%0.08%0.11%Q2 2022Q4 20223
Bangor Savings Bank 330.00%0.00%0.00%Q1 2023Q3 20233
PROVENCE WEALTH MANAGEMENT GROUP 210.01%1.04%1.68%Q2 2022Q3 20233
MISSION WEALTH MANAGEMENT, LP 330.01%0.01%0.01%Q1 2023Q3 20233
BLACKROCK ADVISORS LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Crosspoint Capital Strategies, LLC 210.01%0.07%0.18%Q1 2015Q4 20153
Accurate Wealth Management, LLC 210.00%0.82%2.27%Q4 2022Q3 20233
EXCHANGE TRADED CONCEPTS, LLC 330.03%0.04%0.04%Q4 2020Q2 20213
DRW Securities, LLC 330.06%0.15%0.26%Q3 2013Q1 20143
Stewardship Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Pathway Financial Advisors LLC 330.03%0.04%0.04%Q4 2017Q2 20183
Slow Capital, Inc. 330.20%0.22%0.24%Q2 2019Q4 20193
WJ Wealth Management, LLC 333.97%4.98%6.42%Q2 2022Q4 20223
Armor Investment Advisors, LLC 330.03%0.03%0.04%Q4 2017Q2 20183
SILVERLAKE WEALTH MANAGEMENT LLC 330.14%0.14%0.14%Q3 2022Q1 20233
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
Strategic Financial Concepts, LLC 330.50%0.52%0.56%Q1 2023Q3 20233
First Allied Asset Management, Inc. 330.04%0.05%0.07%Q3 2014Q1 20153
MDE Group 336.13%6.54%7.22%Q2 2013Q4 20133
MCIA Inc 220.67%4.94%9.20%Q2 2022Q3 20222
Laird Norton Wetherby Wealth Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
WT Wealth Management 220.55%0.58%0.61%Q4 2022Q1 20232
MACQUARIE GROUP LTD 220.00%0.00%0.00%Q2 2013Q3 20132
Banque Cantonale Vaudoise 220.00%0.01%0.01%Q2 2023Q3 20232
Stonegate Investment Group, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
MARIPAU WEALTH MANAGEMENT LLC 220.32%0.59%0.87%Q1 2022Q2 20222
West Wealth Group, LLC 222.30%2.54%2.78%Q2 2022Q3 20222
Spectrum Planning & Advisory Services Inc. 221.14%1.28%1.42%Q2 2022Q3 20222
TRUE Private Wealth Advisors 220.05%0.05%0.06%Q2 2022Q3 20222
Blueprint Investment Partners LLC 220.04%0.06%0.08%Q3 2021Q4 20212
BADGLEY PHELPS & BELL INC 220.50%0.51%0.53%Q2 2013Q3 20132
True Link Financial Advisors, LLC 110.00%0.12%0.24%Q4 2021Q2 20222
BDO Wealth Advisors, LLC 110.00%0.01%0.01%Q2 2017Q1 20202
Global Wealth Management Investment Advisory, Inc. 220.00%0.01%0.02%Q4 2018Q1 20192
Successful Portfolios LLC 220.27%0.31%0.34%Q2 2022Q3 20222
tru Independence LLC 110.01%0.01%0.02%Q4 2019Q2 20212
RHS Financial, LLC 220.33%0.36%0.38%Q2 2022Q3 20222
GIRARD SECURITIES, INC. 220.22%0.24%0.26%Q3 2016Q4 20162
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Catalyst Capital Advisors LLC 110.00%0.17%0.34%Q2 2014Q1 20152
Legacy Wealth Planning, LLC 220.50%4.73%8.96%Q4 2019Q1 20202
Vigilant Capital Management, LLC 110.00%0.00%0.01%Q2 2019Q4 20202
True Capital Management 220.55%0.65%0.74%Q4 2022Q1 20232
Cresta Advisors, Ltd. 220.50%0.53%0.55%Q2 2023Q3 20232
SPINNAKER TRUST 220.06%0.07%0.07%Q2 2014Q3 20142
Spectrum Management Group, LLC 220.58%0.65%0.72%Q2 2022Q3 20222
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.01%Q1 2022Q2 20222
Aprio Wealth Management, LLC 220.06%0.11%0.16%Q2 2023Q3 20232
Burleson & Company, LLC 220.01%0.01%0.02%Q3 2022Q4 20222
Advisor OS, LLC 220.65%0.65%0.66%Q2 2023Q3 20232
Eaton Financial Holdings Company, LLC 222.83%3.01%3.18%Q4 2022Q1 20232
Straight Path Wealth Management 221.07%1.09%1.10%Q2 2023Q3 20232
GoalVest Advisory LLC 110.01%0.02%0.03%Q4 2022Q4 20232
WNY Asset Management, LLC 223.03%3.16%3.29%Q2 2023Q3 20232
Gotham Asset Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Mount Yale Investment Advisors, LLC 220.12%0.14%0.15%Q2 2022Q3 20222
ANGELES WEALTH MANAGEMENT, LLC 220.08%0.08%0.09%Q2 2022Q3 20222
Sovereign Financial Group, Inc. 220.16%0.18%0.21%Q2 2022Q3 20222
Austin Private Wealth, LLC 220.87%0.99%1.11%Q2 2022Q3 20222
BBVA USA 220.52%0.55%0.57%Q2 2021Q3 20212
OLD MISSION CAPITAL LLC 110.02%0.02%0.03%Q3 2016Q3 20202
OmniStar Financial Group, Inc. 110.05%0.14%0.23%Q1 2020Q2 20222
HOEY INVESTMENTS, INC 220.01%0.02%0.02%Q4 2019Q1 20202
CALDWELL SUTTER CAPITAL, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
Spotlight Asset Group, Inc. 220.23%0.25%0.26%Q2 2020Q3 20202
CHILDRESS CAPITAL ADVISORS, LLC 220.08%0.20%0.33%Q2 2023Q3 20232
EWG Elevate Inc. 110.00%0.85%1.70%Q4 2022Q3 20232
New Hampshire Trust 220.01%0.04%0.08%Q4 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Independent Advisor Alliance 110.05%0.13%0.22%Q1 2017Q4 20192
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
Tri-Star Advisors Inc. 221.46%1.78%2.09%Q2 2022Q3 20222
FOUNDERS FINANCIAL SECURITIES LLC 110.05%0.08%0.12%Q2 2022Q4 20222
Chemistry Wealth Management LLC 110.07%0.08%0.08%Q1 2022Q4 20222
MJP ASSOCIATES INC /ADV 221.29%1.39%1.49%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.04%Q2 2013Q3 20132
Operose Advisors LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
Waypoint Capital Advisors, LLC 220.14%0.15%0.15%Q4 2021Q1 20222
DUPONT CAPITAL MANAGEMENT CORP 222.50%2.81%3.12%Q2 2016Q3 20162
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
Pensionmark Financial Group, LLC 220.11%0.19%0.28%Q2 2022Q3 20222
Doyle Wealth Management 110.01%0.02%0.02%Q4 2018Q2 20192
Williams Financial, LLC 220.63%4.61%8.60%Q2 2022Q3 20222
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Objective Capital Management, LLC 220.21%0.23%0.25%Q4 2022Q1 20232
SevenOneSeven Capital Management 222.08%2.60%3.12%Q4 2020Q1 20212
Waldron Private Wealth LLC 220.22%0.46%0.71%Q2 2018Q3 20182
Personal Wealth Partners 220.23%0.24%0.26%Q1 2019Q2 20192
SkyView Investment Advisors, LLC 220.10%0.10%0.10%Q1 2021Q2 20212
Apeiron RIA LLC 220.06%0.47%0.88%Q2 2022Q3 20222
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 220.19%0.38%0.57%Q4 2020Q1 20212
Wealth Advisory Solutions, LLC 220.29%0.30%0.32%Q3 2022Q4 20222
Donoghue Forlines LLC 220.34%0.35%0.36%Q2 2021Q3 20212
CPWM, LLC 220.02%0.02%0.03%Q3 2021Q4 20212
Eagle Bay Advisors LLC 110.00%0.02%0.03%Q2 2021Q3 20232
American Financial Network Advisory Services LLC 220.03%0.03%0.03%Q3 2017Q4 20172
MATHER GROUP, LLC. 110.01%0.02%0.03%Q2 2019Q2 20232
IRON Financial LLC 220.15%0.17%0.19%Q1 2019Q2 20192
Jefferies Group LLC 110.00%0.02%0.04%Q1 2014Q4 20172
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Alaethes Wealth LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Veracity Capital LLC 220.06%0.07%0.08%Q4 2019Q1 20202
Nova R Wealth, Inc. 220.20%0.21%0.22%Q4 2021Q1 20222
Hedeker Wealth, LLC 110.02%0.02%0.03%Q4 2015Q3 20162
Apriem Advisors 220.00%0.10%0.19%Q2 2013Q3 20132
Kabarec Financial Advisors, Ltd. 220.14%0.14%0.14%Q4 2017Q1 20182
ONE Advisory Partners, LLC 221.63%1.86%2.09%Q2 2022Q3 20222
Portfolio Strategies, Inc. 220.42%0.47%0.51%Q1 2019Q2 20192
Fortitude Advisory Group L.L.C. 220.02%0.02%0.03%Q4 2021Q1 20222
Nan Shan Life Insurance Co., Ltd. 220.09%0.09%0.10%Q1 2018Q2 20182
Trek Financial, LLC 220.19%0.20%0.20%Q2 2022Q3 20222
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Dakota Community Bank & Trust NA 220.03%1.41%2.80%Q4 2022Q1 20232
STANCORP INVESTMENT ADVISERS INC 220.34%0.35%0.35%Q4 2014Q1 20152
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20142
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Strategies Wealth Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Hanlon Investment Management, Inc. 220.09%0.09%0.10%Q2 2022Q3 20222
Arlington Partners LLC 110.00%0.03%0.06%Q4 2022Q3 20232
PAX Financial Group, LLC 221.02%1.14%1.26%Q2 2022Q3 20222
Bull Oak Capital, LLC 2211.97%13.53%15.09%Q2 2022Q3 20222
CREDIT AGRICOLE S A 220.00%0.00%0.00%Q4 2014Q1 20152
Investmark Advisory Group LLC 110.01%0.08%0.15%Q4 2021Q3 20232
McIlrath & Eck, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Broadview Financial Management, LLC 220.15%0.15%0.15%Q2 2019Q3 20192
Bedel Financial Consulting, Inc. 110.00%0.02%0.03%Q1 2018Q1 20212
LGL PARTNERS, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Keebeck Wealth Management, LLC 220.15%0.22%0.30%Q2 2022Q3 20222
Berman Capital Advisors, LLC 110.01%0.04%0.07%Q4 2017Q2 20202
ZEKE CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
SUTTON PLACE INVESTORS LLC 220.38%0.41%0.43%Q2 2022Q3 20222
W.H. Cornerstone Investments Inc. 220.39%0.42%0.44%Q3 2022Q4 20222
Prostatis Group LLC 110.04%4.40%8.75%Q2 2022Q2 20232
Stolper Co 220.55%0.56%0.57%Q1 2020Q2 20202
OPPENHEIMER ASSET MANAGEMENT INC. 220.00%0.00%0.00%Q1 2017Q2 20172
BOSTON PRIVATE BANK & TRUST CO 220.00%0.01%0.01%Q2 2013Q3 20132
Physician Wealth Advisors, Inc. 220.72%0.72%0.72%Q2 2022Q3 20222
My Legacy Advisors, LLC 220.15%0.18%0.22%Q2 2022Q3 20222
Banco BTG Pactual S.A. 220.24%0.38%0.53%Q3 2022Q4 20222
Red Tortoise LLC 110.24%0.24%0.24%Q3 2021Q4 20222
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Professional Financial Advisors, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Security Financial Services, INC. 221.47%1.52%1.57%Q2 2022Q3 20222
Twelve Points Wealth Management LLC 220.20%0.21%0.22%Q4 2021Q1 20222
Convergent Wealth Advisors 220.50%0.54%0.59%Q4 2014Q1 20152
Strategic Wealth Partners Group, LLC 220.17%0.22%0.26%Q1 2018Q2 20182
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
CITY HOLDING CO 220.01%0.01%0.02%Q2 2023Q3 20232
TD Capital Management LLC 110.00%0.02%0.04%Q3 2017Q1 20202
TIAA, FSB 220.00%0.00%0.00%Q1 2023Q2 20232
Eley Financial Management, Inc 220.21%0.21%0.21%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.15%0.15%0.15%Q2 2023Q3 20232
Cardinal Strategic Wealth Guidance 220.00%0.00%0.00%Q1 2023Q2 20232
FAYEZ SAROFIM & CO 220.01%0.02%0.03%Q2 2023Q3 20232
Wilmington Trust Investment Management, LLC 220.05%0.05%0.05%Q1 2014Q2 20142
FIRETHORN WEALTH PARTNERS, LLC 220.90%0.96%1.03%Q2 2022Q3 20222
Virtue Capital Management, LLC 110.07%0.07%0.08%Q2 2022Q4 20222
FIRST NATIONAL BANK OF OMAHA 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Northwest Capital Management Inc 110.01%0.01%0.01%Q2 2023Q2 20231
Quantbot Technologies LP 110.01%0.01%0.01%Q1 2022Q1 20221
Columbus Macro, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Bard Financial Services, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Outlook Wealth Advisors, LLC 110.49%0.49%0.49%Q3 2021Q3 20211
Full Sail Capital, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Natixis Investment Managers International 110.12%0.12%0.12%Q3 2015Q3 20151
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
CFO4Life Group, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Truadvice, LLC 110.34%0.34%0.34%Q2 2022Q2 20221
Garrett Wealth Advisory Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Crabel Capital Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 112.23%2.23%2.23%Q4 2022Q4 20221
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.11%0.11%0.11%Q2 2013Q2 20131
Questar Asset Management, Inc. 110.31%0.31%0.31%Q4 2018Q4 20181
Westover Capital Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Vivaldi Capital Management LP 110.05%0.05%0.05%Q2 2020Q2 20201
Keystone Financial Services 111.86%1.86%1.86%Q2 2022Q2 20221
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Arlington Trust Co LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AEGON USA Investment Management, LLC 110.66%0.66%0.66%Q4 2014Q4 20141
USA FINANCIAL FORMULAS 110.83%0.83%0.83%Q3 2016Q3 20161
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2017Q4 20171
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
Scissortail Wealth Management, LLC 110.66%0.66%0.66%Q1 2022Q1 20221
Bellwether Investment Group, LLC 110.16%0.16%0.16%Q2 2016Q2 20161
Providence First Trust Co 110.02%0.02%0.02%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
TOTAL INVESTMENT MANAGEMENT INC 110.15%0.15%0.15%Q4 2016Q4 20161
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ALPINE ASSOCIATES ADVISORS 111.46%1.46%1.46%Q3 2013Q3 20131
BEACON FINANCIAL GROUP 111.03%1.03%1.03%Q2 2021Q2 20211
Manifold Partners, LLC 115.81%5.81%5.81%Q2 2016Q2 20161
CAPITAL COUNSEL LLC/NY 110.01%0.01%0.01%Q4 2015Q4 20151
Schonfeld Strategic Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.09%0.09%0.09%Q1 2019Q1 20191
W ADVISORS, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
Bayesian Capital Management, LP 110.05%0.05%0.05%Q1 2020Q1 20201
FLYNN ZITO CAPITAL MANAGEMENT, LLC 115.46%5.46%5.46%Q2 2022Q2 20221
Osborn Williams & Donohoe LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Argent Wealth Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
John W. Brooker & Co., CPAs 110.01%0.01%0.01%Q4 2019Q4 20191
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
XR Securities LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Fusion Investment Group, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Hayden Royal, LLC 110.42%0.42%0.42%Q4 2021Q4 20211
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2016Q2 20161
GFG Capital, LLC 110.31%0.31%0.31%Q2 2020Q2 20201
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SYNTAX RESEARCH, INC. 110.47%0.47%0.47%Q3 2023Q3 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
Archford Capital Strategies, LLC 110.03%0.03%0.03%Q4 2014Q4 20141
NORTHSTAR INVESTMENT ADVISORS LLC 110.05%0.05%0.05%Q4 2016Q4 20161
ANCORA FAMILY WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q3 2016Q3 20161
Bellwether Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BROOKS, MOORE & ASSOCIATES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Great Point Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
Beverly Hills Private Wealth, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Copperleaf Capital, LLC 110.74%0.74%0.74%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
BMS Financial Advisors, LLC 110.63%0.63%0.63%Q3 2022Q3 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q2 2022Q2 20221
SENTINEL PENSION ADVISORS INC 110.14%0.14%0.14%Q4 2019Q4 20191
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Colonial River Wealth Management, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Brookfield Asset Management 110.00%0.00%0.00%Q2 2013Q2 20131
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Inspire Advisors, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
CMC Financial Group 110.24%0.24%0.24%Q4 2018Q4 20181
FNY Investment Advisers, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Kensington Asset Management, LLC 114.12%4.12%4.12%Q3 2023Q3 20231
New World Advisors LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glenview Trust Co 110.01%0.01%0.01%Q4 2019Q4 20191
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cavalier Investments, LLC 111.05%1.05%1.05%Q1 2021Q1 20211
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q4 2022Q4 20221
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Crescent Grove Advisors, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
FOSTER & MOTLEY INC 110.03%0.03%0.03%Q1 2021Q1 20211
Hudock, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Truepoint, Inc. 110.05%0.05%0.05%Q2 2017Q2 20171
Legacy Financial Advisors, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
One Wealth Advisors, LLC 111.25%1.25%1.25%Q2 2022Q2 20221
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2017Q4 20171
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
CAPITAL ONE, NATIONAL ASSOCIATION 111.29%1.29%1.29%Q4 2019Q4 20191
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Center For Asset Management LLC 110.29%0.29%0.29%Q3 2021Q3 20211
Ellevest, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Vienna Asset Management LLC 111.62%1.62%1.62%Q2 2022Q2 20221
Crescent Capital Consulting, LLC 110.76%0.76%0.76%Q4 2020Q4 20201
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2017Q2 20171
CFO4Life, L.P. 110.10%0.10%0.10%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q1 2022Q1 20221
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
MCDONALD PARTNERS LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Aveo Capital Partners, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
RETIREMENT INCOME SOLUTIONS, INC 110.10%0.10%0.10%Q4 2022Q4 20221
Intrua Financial, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Parker Investment Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Busey Bank 110.02%0.02%0.02%Q3 2020Q3 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q2 2017Q2 20171
Huber Financial Advisors, LLC 110.28%0.28%0.28%Q4 2017Q4 20171
Activest Wealth Management 110.06%0.06%0.06%Q3 2021Q3 20211
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lebenthal Holdings,LLC 110.33%0.33%0.33%Q4 2014Q4 20141
Laurel Wealth Advisors, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Hobart Private Capital, LLC 111.68%1.68%1.68%Q4 2022Q4 20221
NORTHEAST INVESTMENT MANAGEMENT 110.03%0.03%0.03%Q3 2013Q3 20131
HAP Trading, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HOWARD WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
BCGM Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Evanson Asset Management, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
NATIXIS 110.05%0.05%0.05%Q3 2016Q3 20161
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q4 2019Q4 20191
QUANTUM CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2013Q4 20131
Peoples Bank/KS 110.01%0.01%0.01%Q4 2023Q4 20231
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q1 2021Q1 20211
Gary Goldberg Planning Services Inc 110.02%0.02%0.02%Q4 2014Q4 20141
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Indiana Trust & Investment Management CO 110.11%0.11%0.11%Q3 2023Q3 20231
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
Second Half Financial Partners, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
ExodusPoint Capital Management, LP 110.06%0.06%0.06%Q2 2020Q2 20201
Icon Wealth Partners, LLC 110.67%0.67%0.67%Q2 2022Q2 20221
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Icon Wealth Advisors, LLC 110.50%0.50%0.50%Q3 2022Q3 20221
SANDERS MORRIS HARRIS LLC 110.17%0.17%0.17%Q1 2016Q1 20161
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2012Q1 20121
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Banyan Partners, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q3 2017Q3 20171
Penserra Capital Management LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Watson Rebecca 110.04%0.04%0.04%Q2 2020Q2 20201
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
CERTUITY, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
QUATTRO FINANCIAL ADVISORS LLC 110.34%0.34%0.34%Q3 2017Q3 20171
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Robertson Stephens Wealth Management, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Graves Light Lenhart Wealth, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
CARL STUART INVESTMENT ADVISOR, INC 110.03%0.03%0.03%Q1 2022Q1 20221
WFA of San Diego, LLC 111.37%1.37%1.37%Q2 2020Q2 20201
Sentinus, LLC 110.99%0.99%0.99%Q3 2022Q3 20221
ShoreHaven Wealth Partners, LLC 112.48%2.48%2.48%Q3 2022Q3 20221
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Sage Advisory Services, Ltd.Co. 110.04%0.04%0.04%Q2 2017Q2 20171
ROBERTSON STEPHENS ADVISORS LLC 112.48%2.48%2.48%Q4 2016Q4 20161
S.C. Financial Services, Inc. 110.31%0.31%0.31%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.95%0.95%0.95%Q2 2013Q2 20131
BENEDICT FINANCIAL ADVISORS INC 110.06%0.06%0.06%Q2 2021Q2 20211
Blue Sky Asset Management, LLC 110.84%0.84%0.84%Q4 2019Q4 20191
SYKON CAPITAL LLC 110.14%0.14%0.14%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GSG Advisors LLC 110.65%0.65%0.65%Q3 2023Q3 20231
GSA CAPITAL PARTNERS LLP 110.26%0.26%0.26%Q3 2023Q3 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Almanack Investment Partners, LLC. 110.12%0.12%0.12%Q4 2017Q4 20171
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
WADE G W & INC 110.06%0.06%0.06%Q4 2016Q4 20161
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2016Q4 20161
Elevated Capital Advisors, LLC 110.30%0.30%0.30%Q3 2021Q3 20211
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Retirement Group, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Clarity Financial LLC 110.34%0.34%0.34%Q2 2022Q2 20221
Advisors Preferred, LLC 110.86%0.86%0.86%Q1 2014Q1 20141
ROPES WEALTH ADVISORS LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Alexandria Capital, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Urban Wealth Management, LLC 111.68%1.68%1.68%Q2 2022Q2 20221
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Keeley-Teton Advisors, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Legacy Financial Group LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
KELLEHER FINANCIAL ADVISORS 115.94%5.94%5.94%Q3 2020Q3 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
External links

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