ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4010.00%0.00%0.02%Q2 2013Q3 202374
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.09%Q2 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.11%0.28%Q2 2013Q3 202343
HighTower Advisors, LLC 42420.01%0.05%0.14%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.04%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.11%0.27%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.15%0.31%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.28%1.15%2.00%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.15%2.54%4.09%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.23%0.87%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.06%0.29%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.02%0.26%0.88%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42420.08%3.52%7.77%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.05%0.11%Q2 2013Q3 202342
Cutler Group LLC / CA 1210.00%0.01%0.10%Q1 2016Q2 202241
Raymond James Financial Services Advisors, Inc. 22190.04%0.39%0.82%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3470.01%0.04%0.12%Q2 2013Q3 202341
Creative Planning 3370.00%0.01%0.04%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.36%1.41%2.66%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.04%0.09%0.15%Q4 2013Q3 202340
JPMORGAN CHASE & CO 40400.00%0.00%0.01%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.01%Q3 2013Q3 202340
Private Advisor Group, LLC 39390.00%0.25%0.78%Q1 2014Q3 202339
GOLDMAN SACHS GROUP INC 3710.00%0.00%0.01%Q3 2012Q3 202339
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 39390.06%1.52%2.56%Q1 2014Q3 202339
SECURIAN ASSET MANAGEMENT, INC 39390.23%1.72%2.89%Q1 2014Q3 202339
FMR LLC 3710.00%0.02%0.07%Q1 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 38380.01%0.29%0.68%Q2 2014Q3 202338
Transamerica Financial Advisors, Inc. 27110.00%0.31%1.26%Q2 2013Q3 202338
LINCOLN NATIONAL CORP 38380.01%0.18%0.62%Q2 2014Q3 202338
ALLIANCEBERNSTEIN L.P. 38380.01%0.02%0.09%Q2 2014Q3 202338
CITIGROUP INC 3110.00%0.00%0.00%Q2 2013Q3 202337
Atria Investments, Inc 3340.02%0.23%0.72%Q4 2013Q3 202337
CKW FINANCIAL GROUP 37370.00%0.15%1.62%Q3 2014Q3 202337
First Horizon Advisors, Inc. 3160.00%0.41%1.87%Q2 2014Q3 202337
Janney Montgomery Scott LLC 2930.00%0.07%0.27%Q1 2014Q3 202337
WHITTIER TRUST CO OF NEVADA INC 3610.00%0.03%0.13%Q2 2013Q3 202337
Klingman & Associates, LLC 36360.16%0.75%1.82%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.02%0.09%0.50%Q4 2013Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 36360.01%0.15%0.27%Q4 2014Q3 202336
Estate Counselors, LLC 3330.02%3.31%6.69%Q1 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.29%4.86%10.75%Q4 2014Q3 202336
Sigma Planning Corp 36360.02%0.52%1.05%Q4 2014Q3 202336
UBS Group AG 36360.02%0.07%0.18%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.01%0.02%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.01%0.11%0.17%Q4 2014Q3 202336
FORVIS Wealth Advisors, LLC 35350.02%0.77%2.22%Q3 2013Q1 202235
Fragasso Group Inc. 3410.18%0.52%1.23%Q1 2015Q4 202335
B. Riley Wealth Advisors, Inc. 2420.00%0.07%0.33%Q1 2014Q3 202335
FAS Wealth Partners, Inc. 35350.03%0.23%0.53%Q1 2015Q3 202335
Burt Wealth Advisors 2961.74%12.41%20.35%Q4 2014Q3 202335
Asset Management Group, Inc. 35350.18%1.84%3.73%Q1 2015Q3 202335
Cetera Advisors LLC 35350.07%0.93%2.13%Q1 2015Q3 202335
Baker Ellis Asset Management LLC 35350.23%1.21%2.08%Q1 2015Q3 202335
GLENMEDE TRUST CO NA 21140.01%0.05%0.15%Q4 2014Q3 202335
SAWGRASS ASSET MANAGEMENT LLC 2870.08%0.13%0.20%Q4 2014Q3 202335
HUNTINGTON NATIONAL BANK 35350.00%0.07%0.14%Q1 2015Q3 202335
ASPIRIANT, LLC 34340.05%0.35%1.61%Q2 2015Q3 202334
STIFEL FINANCIAL CORP 34340.00%0.03%0.06%Q2 2015Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2860.00%0.59%1.14%Q1 2015Q3 202334
Stratos Wealth Partners, LTD. 3310.01%0.24%0.57%Q1 2015Q3 202334
Cetera Advisor Networks LLC 3310.04%0.40%1.02%Q3 2014Q3 202334
COURIER CAPITAL LLC 34340.04%0.19%0.33%Q2 2015Q3 202334
ASSETMARK, INC 3210.00%0.02%0.06%Q2 2014Q3 202333
Brinker Capital Investments, LLC 21120.02%0.42%1.81%Q2 2013Q4 202233
Brouwer & Janachowski, LLC 32320.18%0.74%2.12%Q4 2013Q3 202132
FIFTH THIRD BANCORP 3110.00%0.01%0.09%Q4 2014Q3 202332
US BANCORP \DE\ 32320.00%0.01%0.02%Q4 2015Q3 202332
COMERICA BANK 2910.00%0.10%0.29%Q2 2013Q3 202332
Parkside Financial Bank & Trust 32320.02%0.04%0.07%Q4 2015Q3 202332
Ameritas Investment Partners, Inc. 32320.01%0.04%0.07%Q4 2015Q3 202332
D.A. DAVIDSON & CO. 32320.00%0.10%0.15%Q4 2015Q3 202332
Community Bank, N.A. 32320.00%1.13%2.03%Q4 2014Q3 202232
New England Private Wealth Advisors LLC 32320.07%0.35%1.15%Q1 2015Q4 202232
Asset Dedication, LLC 32320.01%0.13%0.30%Q4 2015Q3 202332
Friedenthal Financial 32320.45%3.45%4.94%Q4 2015Q3 202332
Arcus Capital Partners, LLC 32320.26%5.42%17.43%Q4 2015Q3 202332
Anchor Investment Management, LLC 31310.00%0.31%0.49%Q2 2016Q4 202331
Peak Financial Management, Inc. 3010.29%4.92%7.95%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.27%0.68%1.07%Q1 2016Q3 202331
CIBC WORLD MARKET INC. 31310.00%0.01%0.02%Q1 2016Q3 202331
Baird Financial Group, Inc. 31310.01%0.06%0.16%Q1 2016Q3 202331
BLAIR WILLIAM & CO/IL 31310.00%0.01%0.02%Q1 2016Q3 202331
TRUST CO OF VIRGINIA /VA 31310.05%0.48%0.63%Q1 2016Q3 202331
WEBSTER BANK, N. A. 31310.01%0.31%1.70%Q1 2016Q3 202331
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2140.06%0.65%2.38%Q2 2014Q3 202231
Capital Analysts, LLC 31310.17%0.53%1.13%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.20%0.52%Q4 2015Q3 202331
Family Capital Trust Co 31313.02%3.80%4.67%Q1 2016Q3 202331
CAPTRUST FINANCIAL ADVISORS 2820.00%0.43%1.52%Q4 2015Q3 202330
TOMPKINS FINANCIAL CORP 20100.09%2.72%8.64%Q2 2016Q4 202330
NORTHERN TRUST CORP 1810.00%0.00%0.00%Q2 2014Q4 202230
WHITTIER TRUST CO 2610.00%0.01%0.01%Q2 2015Q3 202330
Cordasco Financial Network 30300.08%1.69%11.59%Q1 2015Q2 202230
Financial Architects, Inc 2420.00%1.28%2.94%Q2 2014Q2 202330
JANE STREET GROUP, LLC 1010.00%0.05%0.22%Q2 2014Q3 202330
INVESTMENT PARTNERS, LTD. 29290.11%0.64%1.49%Q3 2016Q3 202329
Oakworth Capital, Inc. 29290.00%0.01%0.02%Q4 2015Q4 202229
SMITH, MOORE & CO. 29290.03%0.79%2.00%Q1 2016Q1 202329
Symmetry Partners, LLC 29290.40%0.89%2.33%Q4 2016Q4 202329
MUFG Americas Holdings Corp 29290.00%0.00%0.01%Q3 2015Q3 202229
INTERACTIVE FINANCIAL ADVISORS, INC. 29290.01%0.15%0.26%Q3 2016Q3 202329
NEXT Financial Group, Inc 15140.02%0.12%0.26%Q3 2014Q4 202129
Partnervest Advisory Services LLC 29290.03%0.59%0.88%Q3 2013Q3 202029
Cetera Investment Advisers 29290.04%0.19%0.52%Q3 2016Q3 202329
CENTRAL BANK & TRUST CO 29290.01%0.78%2.29%Q3 2016Q3 202329
AlphaMark Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.14%1.02%3.10%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.06%0.31%1.21%Q1 2017Q4 202328
Miracle Mile Advisors, LLC 1990.04%4.10%20.21%Q1 2015Q3 202328
First Allied Advisory Services, Inc. 2710.03%0.21%0.78%Q3 2013Q3 202028
Parallel Advisors, LLC 28280.00%0.03%0.07%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.09%0.32%0.58%Q4 2016Q3 202328
Citadel Advisors 710.00%0.00%0.03%Q4 2015Q3 202328
CWM, LLC 1550.00%0.01%0.01%Q4 2015Q3 202328
SIGNATUREFD, LLC 2710.00%0.02%0.07%Q3 2016Q3 202328
Lee Financial Co 28280.00%0.02%0.30%Q4 2016Q3 202328
Carroll Financial Associates, Inc. 27270.01%0.06%0.31%Q2 2015Q4 202127
SVA Wealth Management, LLC 2250.04%0.30%0.89%Q4 2013Q4 202027
Ancora Advisors LLC 2610.00%0.10%0.37%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.26%0.47%1.06%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.17%3.90%8.45%Q4 2016Q3 202327
Merriman Wealth Management, LLC 2120.02%1.65%12.66%Q1 2015Q3 202227
Advocacy Wealth Management Services, LLC 1830.08%2.66%6.81%Q4 2015Q3 202327
Global Retirement Partners, LLC 2070.05%0.31%0.67%Q4 2016Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 1790.00%0.96%3.23%Q4 2016Q3 202326
QS Investors, LLC 2420.00%0.50%1.12%Q2 2014Q2 202126
BROWN ADVISORY INC 2510.00%0.00%0.01%Q2 2016Q1 202326
Sargent Bickham Lagudis LLC 26260.00%0.01%0.03%Q3 2016Q4 202226
MML INVESTORS SERVICES, LLC 26260.08%0.39%0.65%Q2 2017Q3 202326
Prospera Financial Services Inc 26260.01%0.08%0.25%Q2 2017Q3 202326
O'Brien Wealth Partners LLC 26263.02%18.76%35.70%Q4 2015Q1 202226
FLAGSHIP HARBOR ADVISORS, LLC 26260.03%0.14%0.28%Q2 2017Q3 202326
Dynamic Advisor Solutions LLC 2110.01%0.13%0.26%Q4 2014Q1 202226
IHT Wealth Management, LLC 1960.00%0.17%0.55%Q4 2016Q3 202325
BDO Wealth Advisors, LLC 25250.06%1.45%3.31%Q2 2017Q2 202325
Westside Investment Management, Inc. 1510.00%0.06%0.34%Q4 2016Q3 202325
PEDDOCK CAPITAL ADVISORS, LLC 1410.07%0.55%1.16%Q3 2016Q1 202325
AJ WEALTH STRATEGIES, LLC 24240.02%0.14%0.55%Q4 2016Q3 202224
Cornerstone Wealth Management, LLC 2110.02%0.30%1.77%Q1 2016Q3 202324
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 24240.02%0.04%0.12%Q3 2016Q2 202224
CENTAURUS FINANCIAL, INC. 24240.03%0.19%0.70%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
Nikulski Financial, Inc. 24240.68%1.49%2.44%Q4 2017Q3 202324
MV CAPITAL MANAGEMENT, INC. 2220.01%3.49%6.61%Q4 2014Q3 202224
Mascoma Wealth Management LLC 12120.27%3.24%8.46%Q4 2016Q3 202324
AXA S.A. 24240.00%0.01%0.02%Q4 2013Q3 201924
JANUS HENDERSON GROUP PLC 24240.00%0.01%0.02%Q2 2013Q1 201924
Blankinship & Foster, LLC 24240.10%0.17%0.22%Q4 2017Q3 202324
PFG Advisors 24240.04%0.69%1.35%Q4 2017Q3 202324
Mariner, LLC 2310.00%0.20%0.54%Q3 2016Q3 202324
M&T BANK CORP 1510.00%0.00%0.01%Q3 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.25%0.42%Q4 2017Q3 202324
Glassman Wealth Services 1590.00%0.01%0.05%Q2 2017Q3 202324
Peterson Wealth Advisors, LLC 24240.45%7.93%13.42%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.14%4.95%10.94%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.01%0.09%0.44%Q4 2017Q3 202324
DEUTSCHE BANK AG\ 1730.00%0.00%0.00%Q2 2014Q2 202324
PDS Planning, Inc 24240.05%0.37%0.95%Q4 2017Q3 202324
Pointe Capital Management LLC 2210.10%1.24%3.42%Q3 2016Q1 202324
Stonehearth Capital Management, LLC 24240.98%3.89%6.67%Q4 2014Q3 202024
IMA Wealth, Inc. 24240.18%0.51%0.83%Q4 2017Q3 202324
WOLVERINE TRADING, LLC 810.00%0.00%0.01%Q1 2017Q3 202124
Legacy Financial Advisors, Inc. 24242.78%8.29%14.05%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.05%0.42%1.08%Q4 2017Q3 202324
JRM Investment Counsel, LLC 24240.10%4.37%6.95%Q1 2016Q4 202124
Acorn Wealth Advisors, LLC 24240.62%2.30%4.53%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 23230.00%0.00%0.00%Q2 2018Q4 202323
Capital Asset Advisory Services LLC 23230.00%0.19%0.56%Q1 2017Q3 202223
Glovista Investments LLC 2110.03%0.66%3.75%Q4 2014Q4 202223
Essex Financial Services, Inc. 1610.05%0.25%1.05%Q1 2016Q3 202323
OPPENHEIMER & CO INC 23230.01%0.03%0.09%Q2 2015Q4 202023
COMERICA SECURITIES INC 23230.39%2.09%6.86%Q2 2013Q4 201823
Keystone Financial Group 2120.09%0.87%6.55%Q4 2017Q3 202323
Ackerman Capital Advisors, LLC 2010.00%0.08%0.13%Q2 2017Q3 202323
Bangor Savings Bank 23230.00%0.04%0.06%Q1 2018Q3 202323
Ballew Advisors, Inc 23235.35%6.47%7.92%Q4 2017Q2 202323
Front Row Advisors LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
WOODMONT INVESTMENT COUNSEL LLC 23230.23%0.83%1.15%Q1 2018Q3 202323
Sandy Spring Bank 1580.00%0.00%0.01%Q3 2015Q3 202323
Mutual Advisors, LLC 1940.03%0.09%0.16%Q4 2017Q3 202323
BB&T SECURITIES, LLC 23230.01%0.12%0.30%Q1 2014Q3 201923
MONEYWISE, INC. 23230.16%3.84%6.55%Q3 2016Q1 202223
PLANNING DIRECTIONS INC 23230.29%4.01%8.48%Q1 2018Q3 202323
Regal Wealth Group, Inc. 22220.06%0.34%2.20%Q4 2015Q1 202122
CITIZENS FINANCIAL GROUP INC/RI 22220.00%0.04%0.10%Q2 2018Q3 202322
Stewardship Financial Advisors, LLC 22222.40%4.80%7.24%Q4 2015Q1 202122
ANCHOR CAPITAL ADVISORS LLC 22220.02%0.05%0.12%Q1 2017Q2 202222
PRUDENTIAL FINANCIAL INC 22220.00%0.00%0.01%Q2 2018Q3 202322
OLD MISSION CAPITAL LLC 410.02%0.24%0.72%Q4 2014Q3 202322
Patriot Financial Group Insurance Agency, LLC 1930.01%0.04%0.09%Q4 2016Q2 202222
Oak Asset Management, LLC 1340.10%0.28%0.39%Q4 2017Q3 202322
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 22220.12%0.32%0.47%Q2 2014Q3 201922
TOTH FINANCIAL ADVISORY CORP 22220.00%0.00%0.01%Q4 2017Q1 202322
EDMOND DE ROTHSCHILD HOLDING S.A. 22220.00%0.00%0.01%Q4 2015Q1 202122
AE Wealth Management LLC 22220.00%0.02%0.05%Q2 2018Q3 202322
Lester Murray Antman dba SimplyRich 1484.14%4.86%7.44%Q4 2017Q2 202322
Tower Research Capital LLC (TRC) 710.00%0.00%0.01%Q1 2014Q3 202322
V Wealth Advisors LLC 1010.04%0.12%0.35%Q1 2016Q1 202322
Ironwood Financial, llc 22220.00%0.00%0.00%Q2 2016Q3 202122
RAYMOND JAMES TRUST N.A. 22220.03%0.05%0.09%Q2 2018Q3 202322
PETTYJOHN, WOOD & WHITE, INC 21210.06%0.08%0.10%Q1 2016Q1 202121
EATON VANCE MANAGEMENT 21210.00%0.00%0.00%Q3 2017Q3 202221
Brookstone Capital Management 21210.36%1.11%2.70%Q3 2018Q3 202321
Wealthcare Advisory Partners LLC 21210.01%0.10%0.31%Q2 2017Q2 202221
NewSquare Capital LLC 2010.01%0.01%0.02%Q3 2014Q1 202021
PRUDENTIAL PLC 2010.00%0.00%0.01%Q2 2018Q3 202321
FRANKLIN RESOURCES INC 1430.00%0.00%0.01%Q2 2013Q3 202321
Savant Capital, LLC 21210.01%0.22%1.32%Q3 2018Q3 202321
CLEAR INVESTMENT RESEARCH, LLC 21210.02%0.03%0.06%Q3 2018Q3 202321
CUTLER INVESTMENT COUNSEL LLC 21212.37%2.59%2.76%Q3 2018Q3 202321
Rehmann Capital Advisory Group 1510.02%0.98%1.59%Q4 2016Q3 202321
BESSEMER GROUP INC 1210.00%0.00%0.00%Q4 2015Q4 202221
TRUIST FINANCIAL CORP 1650.01%0.03%0.11%Q4 2015Q3 202321
Archford Capital Strategies, LLC 21210.34%0.94%1.59%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.32%1.32%Q3 2018Q3 202321
NewEdge Advisors, LLC 2010.01%0.08%0.38%Q2 2017Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.01%0.03%0.08%Q3 2018Q3 202321
Rain Capital Management, LLC 1740.02%3.34%20.09%Q4 2015Q3 202321
NORTH AMERICAN MANAGEMENT CORP 21211.99%2.96%4.03%Q1 2016Q1 202121
TRUSTCORE FINANCIAL SERVICES, LLC 21210.22%1.04%2.98%Q4 2017Q4 202221
Well Done, LLC 2010.01%1.54%2.05%Q1 2018Q3 202321
Winslow, Evans & Crocker, Inc. 21210.00%0.01%0.03%Q4 2015Q4 202021
COLONY GROUP LLC 1610.00%0.29%0.87%Q1 2014Q2 202221
MONECO Advisors, LLC 20200.17%0.39%0.66%Q4 2018Q3 202320
Summit X, LLC 20200.04%0.94%4.48%Q2 2017Q1 202220
Financial Engines Advisors L.L.C. 20200.17%0.27%0.46%Q4 2018Q3 202320
Insight Wealth Strategies, LLC 20200.09%3.15%4.39%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.03%0.10%Q3 2017Q3 202320
Financial Advocates Investment Management 1820.03%0.37%0.85%Q4 2017Q2 202320
AVANTAX ADVISORY SERVICES, INC. 20200.06%0.34%0.63%Q4 2018Q3 202320
Ausdal Financial Partners, Inc. 20200.14%0.38%0.57%Q4 2018Q3 202320
Archer Investment Corp 20200.04%0.06%0.11%Q4 2018Q3 202320
American Portfolios Advisors 20200.07%0.15%0.23%Q4 2017Q3 202220
CX Institutional 20200.00%0.71%1.80%Q2 2018Q1 202320
Integrated Wealth Concepts LLC 20200.05%0.17%0.36%Q4 2018Q3 202320
RHS Financial, LLC 20200.48%3.92%8.67%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.16%0.44%0.97%Q4 2018Q3 202320
Townsend & Associates, Inc 20200.29%0.86%1.07%Q4 2017Q3 202220
WEATHERLY ASSET MANAGEMENT L. P. 20200.33%0.65%0.80%Q1 2014Q4 201820
Capital Investment Advisory Services, LLC 20200.00%0.02%0.08%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.00%0.01%0.04%Q1 2016Q4 202020
Tufton Capital Management 20200.04%0.06%0.07%Q3 2016Q2 202120
Foster Victor Wealth Advisors, LLC 20200.20%1.79%3.49%Q4 2018Q3 202320
Windhaven Investment Management, Inc. 20200.01%0.98%2.05%Q2 2013Q1 201820
Ellis Investment Partners, LLC 20200.06%1.79%5.76%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.39%0.58%0.90%Q4 2018Q3 202320
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.02%0.18%0.41%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20201.07%2.19%3.88%Q4 2018Q3 202320
LANDAAS & CO /WI /ADV 19190.13%0.29%0.48%Q3 2017Q1 202219
Old North State Trust, LLC 19190.11%4.49%9.99%Q3 2018Q1 202319
OneDigital Investment Advisors LLC 1810.01%0.05%0.15%Q4 2018Q3 202319
SALEM INVESTMENT COUNSELORS INC 1810.00%0.01%0.02%Q4 2016Q3 202319
Asset Planning Services, Ltd. 19190.24%0.36%0.49%Q2 2016Q4 202019
OLD NATIONAL BANCORP /IN/ 1630.01%0.07%0.12%Q1 2017Q4 202219
FDx Advisors, Inc. 1210.02%0.38%1.76%Q4 2015Q3 202319
First Heartland Consultants, Inc. 19190.04%0.51%1.19%Q2 2016Q4 202019
Meridian Wealth Advisors, LLC 19190.06%0.87%3.51%Q1 2019Q3 202319
HBK Sorce Advisory LLC 19190.10%4.10%8.45%Q1 2019Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.05%0.29%0.84%Q1 2019Q3 202319
HL FINANCIAL SERVICES LLC 1310.01%0.04%0.13%Q3 2013Q1 201919
ERn Financial, LLC 19190.32%0.98%1.93%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.09%Q4 2017Q2 202219
Wolff Financial Management LLC 1090.41%4.30%9.02%Q4 2018Q3 202319
Clark Capital Management Group, Inc. 920.01%0.16%0.70%Q1 2015Q1 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.05%0.06%Q1 2019Q3 202319
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1130.02%0.14%0.43%Q3 2015Q3 202319
ARS Wealth Advisors, LLC 19190.09%0.90%1.73%Q4 2013Q2 201819
CALTON & ASSOCIATES, INC. 1810.12%0.37%0.53%Q4 2017Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COMERICA SECURITIES,INC. 19190.12%0.26%0.48%Q1 2019Q3 202319
FIRST FOUNDATION ADVISORS 19190.02%0.02%0.03%Q4 2015Q2 202019
MERCER GLOBAL ADVISORS INC /ADV 19190.21%0.48%0.87%Q1 2019Q3 202319
SMITH CHAS P & ASSOCIATES PA CPAS 19190.03%2.02%2.91%Q3 2015Q1 202019
BRANDYWINE OAK PRIVATE WEALTH LLC 1630.02%0.07%0.12%Q4 2018Q3 202319
MADISON INVESTMENT HOLDINGS INC 19190.11%0.69%1.46%Q1 2015Q3 201919
Sterling Investment Advisors, Ltd. 19190.01%0.15%0.48%Q4 2017Q2 202219
Smart Money Group LLC 19190.39%5.67%14.89%Q4 2017Q2 202219
WINTRUST INVESTMENTS LLC 1720.04%0.53%1.15%Q3 2016Q2 202119
Pathway Financial Advisors LLC 1180.12%0.78%1.82%Q3 2018Q3 202319
Strategic Blueprint, LLC 1530.03%0.36%1.75%Q1 2019Q3 202318
Graves Light Lenhart Wealth, Inc. 1620.03%1.28%1.70%Q4 2018Q2 202318
Commonwealth Equity Services, Inc 18180.05%0.24%0.52%Q2 2013Q3 201718
Belpointe Asset Management LLC 1620.02%0.07%0.13%Q3 2018Q1 202318
Rockefeller Capital Management L.P. 18180.00%0.01%0.04%Q2 2019Q3 202318
SRS Capital Advisors, Inc. 1010.04%1.11%3.20%Q4 2018Q3 202318
Ironsides Asset Advisors, LLC 1620.10%1.09%1.94%Q4 2014Q3 202218
Ellevest, Inc. 18180.00%0.01%0.02%Q4 2018Q1 202318
Bridgeworth, LLC 18180.08%0.64%1.09%Q4 2016Q1 202118
WESBANCO BANK INC 1170.03%0.08%0.25%Q1 2019Q3 202318
BARCLAYS PLC 910.00%0.00%0.00%Q2 2016Q3 202118
BRINKER CAPITAL INC 18180.04%0.19%0.75%Q1 2016Q2 202018
Regal Investment Advisors LLC 810.00%0.19%0.77%Q4 2014Q4 202218
UNITED SERVICES AUTOMOBILE ASSOCIATION 18180.00%0.37%0.60%Q1 2015Q2 201918
TSFG, LLC 18180.01%0.02%0.04%Q1 2019Q2 202318
High Falls Advisors, Inc 18180.06%1.56%4.76%Q1 2019Q2 202318
JOHNSON INVESTMENT COUNSEL INC 1610.00%0.00%0.01%Q2 2018Q3 202317
Perigon Wealth Management, LLC 740.01%0.02%0.05%Q3 2016Q3 202317
Physician Wealth Advisors, Inc. 17170.93%1.92%3.34%Q3 2019Q3 202317
FOUNDERS FINANCIAL SECURITIES LLC 17170.08%0.33%0.84%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.03%0.07%Q2 2013Q2 201717
Steinberg Global Asset Management 17170.08%0.39%0.57%Q1 2015Q1 201917
6 Meridian 17170.31%0.42%0.64%Q4 2017Q4 202117
Ledyard National Bank 1610.00%0.45%0.85%Q4 2015Q3 202317
Kingsview Wealth Management, LLC 1160.01%0.09%0.21%Q2 2019Q3 202317
Brickley Wealth Management 17170.30%1.00%4.10%Q3 2019Q3 202317
Cerity Partners LLC 17170.00%0.02%0.04%Q2 2019Q2 202317
FMA ADVISORY INC 1510.00%0.67%1.05%Q2 2015Q1 202117
Aevitas Wealth Management, Inc. 17170.18%0.34%0.49%Q4 2017Q4 202117
Dakota Wealth Management 1430.01%0.30%0.87%Q1 2019Q3 202317
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1510.00%0.03%0.06%Q4 2016Q3 202317
PFS INVESTMENTS INC. 16160.05%0.66%1.68%Q3 2019Q2 202316
GHP Investment Advisors, Inc. 1510.00%0.42%0.69%Q4 2018Q2 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1110.01%0.81%5.32%Q4 2018Q3 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 1240.01%0.02%0.05%Q1 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.53%1.66%2.80%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.07%0.20%0.72%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16160.02%3.42%12.68%Q4 2019Q3 202316
BOYS ARNOLD & CO INC 16160.11%0.18%0.22%Q2 2016Q1 202016
McNaughton Wealth Management, LLC 16163.22%4.02%5.90%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16160.14%0.76%1.92%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.01%0.04%0.34%Q4 2019Q3 202316
Horizon Investments, LLC 1150.02%0.82%1.99%Q3 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.04%0.11%0.21%Q4 2019Q3 202316
Calamos Wealth Management LLC 1120.04%0.60%2.56%Q3 2015Q2 202216
IFG Advisory, LLC 1510.04%0.07%0.12%Q3 2019Q3 202316
DOHJ, LLC 16160.47%1.88%4.79%Q4 2019Q3 202316
Tillar-Wenstrup Advisors, LLC 651.18%2.07%3.48%Q3 2015Q3 202216
Provident Wealth Management, LLC 16160.02%0.19%1.42%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.85%6.47%18.84%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.18%0.23%0.28%Q4 2019Q3 202316
Allen Capital Group, LLC 16160.05%0.20%0.32%Q4 2018Q3 202216
HAMEL ASSOCIATES, INC. 16161.05%4.06%8.12%Q1 2016Q4 201916
1832 Asset Management L.P. 1510.00%0.00%0.01%Q4 2017Q3 202316
Global Trust Asset Management, LLC 16160.00%0.95%2.14%Q4 2017Q3 202116
SUNTRUST BANKS INC 16160.01%0.05%0.10%Q4 2015Q3 201916
PRINCIPAL FINANCIAL GROUP INC 970.00%0.00%0.00%Q2 2019Q3 202316
Private Portfolio Partners LLC 16160.15%0.31%0.65%Q4 2018Q3 202216
VAUGHAN & Co SECURITIES, INC. 16165.64%5.95%6.42%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.07%0.18%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
CVA Family Office, LLC 16160.39%1.68%4.21%Q4 2019Q3 202316
Gradient Investments LLC 1110.00%0.00%0.00%Q2 2013Q3 202316
Bank of New York Mellon Corp 910.00%0.00%0.01%Q2 2017Q3 202316
Core Wealth Advisors, Inc. 16160.00%1.56%8.94%Q4 2019Q3 202316
Patten Group, Inc. 1510.01%0.01%0.04%Q4 2014Q4 201816
PARK AVENUE SECURITIES LLC 1240.01%0.03%0.07%Q3 2017Q4 202216
Wharton Business Group, LLC 16163.50%6.24%8.20%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16161.55%2.13%3.10%Q4 2019Q3 202316
Beacon Pointe Advisors, LLC 16160.02%0.04%0.11%Q4 2019Q3 202316
Waldron Private Wealth LLC 16160.03%1.79%4.70%Q4 2019Q3 202316
Vestcor Inc 16160.01%0.18%0.64%Q4 2019Q3 202316
Private Ocean, LLC 970.00%0.02%0.10%Q1 2018Q3 202216
BlackRock Institutional Trust Company, N.A. 15150.00%0.03%0.05%Q2 2013Q4 201615
AGILIS PARTNERS LLC 1414.22%5.92%7.15%Q4 2019Q3 202315
Retirement Group, LLC 1410.01%0.18%0.27%Q4 2019Q3 202315
Traverso Chambers Private Wealth Management, LLC 15150.10%0.13%0.17%Q1 2020Q3 202315
JANICZEK WEALTH MANAGEMENT, LLC 15150.39%5.20%9.55%Q1 2020Q3 202315
SeaCrest Wealth Management, LLC 810.02%0.04%0.07%Q4 2017Q2 202215
SPINNAKER TRUST 15150.39%0.52%0.61%Q3 2016Q1 202015
BENJAMIN F. EDWARDS & COMPANY, INC. 870.00%0.02%0.04%Q2 2019Q1 202315
BOSTON ADVISORS LLC 15150.01%0.05%0.10%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.00%1.31%2.54%Q2 2013Q4 201615
Quantitative Advantage, LLC 620.37%3.21%5.12%Q1 2014Q3 201915
Cordatus Wealth Management LLC 1010.08%0.26%0.73%Q4 2018Q4 202215
Avion Wealth 15150.00%0.00%0.01%Q1 2020Q3 202315
FLC Capital Advisors 15150.33%2.53%6.08%Q1 2019Q3 202215
Cedar Wealth Management, LLC 15150.01%0.04%0.10%Q1 2020Q3 202315
COLTON GROOME FINANCIAL ADVISORS, LLC 1230.12%0.75%1.92%Q3 2019Q3 202315
Liquid Strategies, LLC 15151.12%3.36%10.92%Q4 2019Q2 202315
JFS WEALTH ADVISORS, LLC 430.00%0.00%0.02%Q2 2014Q3 202315
Hardy Reed LLC 1320.57%0.82%1.19%Q4 2018Q1 202315
PRIVATE CAPITAL MANAGEMENT LLC 15150.20%0.69%1.13%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.05%0.12%0.31%Q1 2020Q3 202315
HERON FINANCIAL GROUP, LLC 15154.03%4.58%5.03%Q4 2019Q2 202315
Armbruster Capital Management, Inc. 15152.76%3.16%3.39%Q1 2020Q3 202315
BEACON INVESTMENT ADVISORY SERVICES, INC. 15150.02%0.30%0.48%Q3 2017Q1 202115
Bogart Wealth, LLC 15150.03%0.06%0.13%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.02%0.03%0.06%Q1 2020Q3 202315
LexAurum Advisors, LLC 15150.07%0.26%0.39%Q4 2017Q2 202115
SIGNET FINANCIAL MANAGEMENT, LLC 15150.16%0.56%1.26%Q1 2020Q3 202315
Apella Capital, LLC 1230.34%0.55%0.77%Q1 2020Q4 202315
FIFTH THIRD SECURITIES, INC. 1120.05%0.64%1.68%Q3 2017Q1 202215
Concert Wealth Management Inc. 870.06%0.18%0.34%Q2 2013Q1 201715
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 910.05%0.45%1.81%Q2 2018Q2 202215
Financial Advisors, LLC 15150.10%13.65%17.66%Q4 2018Q2 202215
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.01%Q1 2015Q3 201815
Advisor Group, Inc. 15150.29%0.40%0.62%Q2 2016Q4 201915
MSI Financial Services Inc 15150.00%0.32%0.94%Q2 2013Q4 201615
Kovack Advisors, Inc. 15150.03%0.04%0.06%Q1 2020Q3 202315
Vantage Investment Advisors, LLC 15150.01%0.09%0.20%Q1 2015Q3 201815
Tolleson Wealth Management, Inc. 15150.26%2.80%4.81%Q1 2020Q3 202315
BlackRock Group LTD 15150.01%0.02%0.02%Q2 2013Q4 201615
SHINE INVESTMENT ADVISORY SERVICES INC 15150.13%2.06%9.57%Q1 2017Q3 202015
AGF INVESTMENTS INC. 15150.00%0.01%0.01%Q3 2015Q1 201915
Magnus Financial Group LLC 15151.00%1.70%2.72%Q1 2020Q3 202315
STEPHENS INC /AR/ 1050.00%0.01%0.01%Q2 2018Q3 202315
Southern Wealth Management, LLP 14140.90%3.41%9.71%Q4 2019Q1 202314
SteelPeak Wealth, LLC 950.02%0.05%0.12%Q4 2019Q3 202314
Center for Financial Planning, Inc. 14140.00%0.14%0.28%Q4 2019Q1 202314
WADE G W & INC 820.02%0.03%0.05%Q1 2018Q3 202314
Prism Advisors, Inc. 14140.19%4.12%6.93%Q2 2020Q3 202314
Guidance Point Advisors, LLC 1040.20%0.28%0.36%Q1 2019Q3 202214
Crabel Capital Management, LLC 820.08%0.53%1.39%Q1 2018Q1 202314
Vista Private Wealth Partners. LLC 14140.16%0.35%0.60%Q4 2018Q1 202214
Drexel Morgan & Co. 14141.26%1.57%2.41%Q2 2013Q3 201614
Jacobi Capital Management LLC 14140.10%0.22%0.30%Q2 2017Q3 202014
Princeton Global Asset Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
RFG Advisory, LLC 520.03%1.27%3.22%Q1 2015Q3 202114
Financial Partners Group, Inc 910.05%0.11%0.22%Q4 2017Q2 202214
Valeo Financial Advisors, LLC 14140.00%0.01%0.02%Q4 2017Q1 202114
MAGNOLIA CAPITAL ADVISORS LLC 14140.19%0.34%1.14%Q2 2020Q3 202314
AMG National Trust Bank 14140.01%0.01%0.01%Q2 2020Q3 202314
Citizens National Bank Trust Department 14140.14%0.22%0.34%Q2 2020Q3 202314
Homrich & Berg 640.01%0.02%0.02%Q4 2017Q3 202114
OXFORD FINANCIAL GROUP, LTD. LLC 14140.01%0.02%0.02%Q1 2020Q2 202314
FIRST NATIONAL TRUST CO 14140.03%0.06%0.14%Q2 2017Q3 202014
Western Wealth Management, LLC 1040.02%0.06%0.13%Q4 2018Q3 202214
J.W. COLE ADVISORS, INC. 810.06%0.13%0.35%Q4 2019Q3 202314
GODSEY & GIBB, INC 1010.00%2.84%4.48%Q1 2014Q2 202214
Ferris Capital, LLC 1030.20%0.43%0.87%Q4 2018Q1 202213
ASHFORD CAPITAL MANAGEMENT INC 13130.07%0.38%0.67%Q4 2018Q4 202113
Bison Wealth, LLC 1120.00%0.02%0.10%Q4 2019Q3 202313
MACROVIEW INVESTMENT MANAGEMENT LLC 850.00%0.19%0.50%Q3 2013Q4 201913
WealthShield Partners, LLC 1030.04%0.11%0.20%Q4 2017Q2 202113
ARQ WEALTH ADVISORS, LLC 13131.61%3.61%5.44%Q1 2020Q1 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
THOROUGHBRED FINANCIAL SERVICES, LLC 1210.05%0.21%0.36%Q1 2019Q2 202213
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
CGN Advisors LLC 13130.12%0.20%0.57%Q4 2020Q4 202313
Kathmere Capital Management, LLC 13130.05%1.58%3.20%Q4 2019Q4 202213
Biltmore Family Office, LLC 1210.00%0.44%0.90%Q4 2017Q2 202113
ROFFMAN MILLER ASSOCIATES INC /PA/ 810.02%0.04%0.10%Q4 2018Q2 202313
Sowell Financial Services LLC 820.02%0.12%0.34%Q4 2018Q2 202313
Polaris Wealth Advisory Group, LLC 910.05%0.20%0.30%Q3 2019Q3 202313
Santori & Peters, Inc. 1210.12%0.30%0.39%Q4 2017Q1 202213
MIRSKY FINANCIAL MANAGEMENT CORP. 13133.76%6.58%8.56%Q4 2018Q4 202113
LVZ, Inc. 13134.51%7.81%11.02%Q4 2013Q4 201613
Founders Financial Alliance, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
WRAPMANAGER INC 1210.07%0.29%0.62%Q4 2019Q1 202313
GFG Capital, LLC 13130.38%2.96%5.02%Q1 2020Q1 202313
Kestra Advisory Services, LLC 13130.03%0.15%0.59%Q3 2020Q3 202313
Bristlecone Advisors, LLC 710.02%0.04%0.09%Q2 2019Q3 202313
Pinion Investment Advisors, LLC 13130.14%0.82%1.34%Q1 2019Q1 202213
Csenge Advisory Group 620.03%0.14%0.49%Q4 2017Q2 202213
QUEST CAPITAL MANAGEMENT INC /ADV 13130.38%0.56%0.78%Q4 2018Q4 202113
BOKF, NA 1010.00%0.01%0.02%Q3 2017Q4 202113
Tacita Capital Inc 12123.10%4.16%5.36%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.11%0.24%0.53%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.06%0.26%0.48%Q4 2018Q3 202112
Bond & Devick Financial Network, Inc. 12120.23%0.78%1.58%Q4 2020Q3 202312
TD ASSET MANAGEMENT INC 840.00%0.00%0.00%Q3 2014Q3 201812
Bellwether Advisors, LLC 12120.34%1.51%3.05%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12120.18%0.40%0.70%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.05%0.26%0.73%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.43%1.14%2.08%Q4 2020Q3 202312
Titus Wealth Management 12120.13%0.24%0.34%Q3 2019Q2 202212
Shepherd Financial Partners LLC 750.04%0.69%1.89%Q4 2018Q2 202312
CreativeOne Wealth, LLC 12120.02%0.07%0.13%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.03%0.06%0.11%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.03%0.04%0.05%Q2 2018Q1 202112
Mosaic Family Wealth, LLC 12120.08%0.29%0.36%Q1 2019Q4 202112
Faithward Advisors, LLC 12120.04%0.12%0.25%Q3 2019Q2 202212
PFM Asset Management LLC 12120.14%0.81%2.08%Q4 2018Q3 202112
WEDBUSH SECURITIES INC 660.02%0.05%0.08%Q3 2016Q4 202112
DB Wealth Management Group, LLC 12120.03%0.30%1.07%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.05%Q2 2013Q1 201612
Wescott Financial Advisory Group, LLC 12120.10%0.15%0.24%Q4 2020Q3 202312
Secrest Blakey & Associates, LLC 12120.93%2.11%2.94%Q4 2017Q3 202012
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Running Point Capital Advisors, LLC 12120.29%0.81%1.61%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.23%0.64%Q4 2017Q1 202112
COWA, LLC 12120.18%0.30%0.52%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
VICUS CAPITAL 810.05%0.33%0.48%Q1 2015Q3 201912
Newbridge Financial Services Group, Inc. 12120.01%0.01%0.01%Q3 2020Q2 202312
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q4 2016Q2 202312
ANDERSON HOAGLAND & CO 12121.44%1.67%1.84%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 310.01%0.04%0.12%Q3 2016Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.41%0.65%0.96%Q4 2020Q3 202312
WESTPORT RESOURCES MANAGEMENT INC 12120.01%0.01%0.01%Q3 2013Q2 201612
SIMPLEX TRADING, LLC 510.00%0.00%0.02%Q4 2017Q3 202312
Alta Wealth Advisors LLC 12120.29%0.39%0.52%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.16%0.26%0.39%Q4 2015Q3 201812
Round Rock Advisors, LLC 12120.46%1.09%3.88%Q4 2020Q3 202312
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 910.03%0.28%0.94%Q2 2015Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.11%0.45%1.15%Q4 2018Q3 202112
Van Hulzen Asset Management, LLC 11110.05%0.07%0.08%Q3 2017Q1 202011
OAKWOOD CAPITAL MANAGEMENT LLC/CA 11110.12%0.36%1.12%Q4 2018Q2 202111
Allworth Financial LP 920.00%0.02%0.04%Q1 2020Q3 202311
JNBA Financial Advisors 1010.00%0.00%0.02%Q3 2016Q1 202211
Spire Wealth Management 11110.01%0.04%0.07%Q1 2021Q3 202311
Sequoia Financial Advisors, LLC 830.00%0.05%0.20%Q2 2016Q3 202311
Portfolio Solutions, LLC 520.02%0.08%0.18%Q1 2017Q3 202011
Personal Wealth Partners 11116.56%8.49%10.35%Q3 2019Q1 202211
Hilltop Holdings Inc. 910.03%0.15%0.92%Q2 2015Q3 202311
HYA Advisors, Inc 11110.84%1.81%2.75%Q4 2019Q2 202211
Schwab Charitable Fund 11110.10%0.35%0.65%Q1 2019Q3 202111
Prime Capital Investment Advisors, LLC 610.00%0.01%0.05%Q2 2018Q3 202311
Lumature Wealth Partners, LLC 11110.02%0.06%0.31%Q4 2020Q2 202311
Cypress Capital Group 11110.15%0.41%0.71%Q2 2017Q4 201911
WealthTrust-Arizona, LLC 11110.07%0.09%0.11%Q2 2016Q4 201811
OGOREK ANTHONY JOSEPH /NY/ /ADV 11110.01%0.01%0.01%Q1 2021Q3 202311
INVESTMENT CENTERS OF AMERICA INC 11110.09%0.56%0.94%Q1 2015Q3 201711
Kalos Management, Inc. 1010.05%0.40%0.61%Q3 2019Q1 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.42%1.17%1.69%Q1 2021Q3 202311
Jackson Hole Capital Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Independence Bank of Kentucky 1010.01%0.15%0.26%Q3 2018Q4 202211
Gladstone Institutional Advisory LLC 740.02%0.27%0.99%Q2 2020Q3 202311
CAMBRIDGE TRUST CO 11110.00%0.01%0.01%Q1 2021Q3 202311
Qube Research & Technologies Ltd 410.00%0.04%0.10%Q4 2019Q3 202311
SimpliFi, Inc. 11116.40%10.52%13.33%Q4 2017Q2 202011
Balentine LLC 830.00%1.38%5.10%Q4 2020Q3 202311
Lehman & Derafelo Financial Resources LLC 920.02%0.03%0.04%Q3 2019Q3 202211
Nachman Norwood & Parrott, Inc 11111.20%5.58%8.06%Q4 2018Q2 202111
MATRIX PRIVATE CAPITAL GROUP LLC 11110.12%0.24%0.56%Q4 2019Q2 202211
Gemmer Asset Management LLC 610.00%0.01%0.04%Q4 2015Q1 202211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 910.00%0.01%0.10%Q2 2016Q3 201911
Financial Insights, Inc. 11110.06%6.46%8.31%Q4 2018Q2 202111
BANK OF NOVA SCOTIA 310.00%0.00%0.00%Q2 2017Q1 202211
Price Wealth, LLC 11110.02%4.76%17.13%Q4 2017Q2 202011
Ford Financial Group, LLC 11110.13%0.27%0.35%Q2 2019Q4 202111
NATIXIS ADVISORS, L.P. 11110.01%0.03%0.05%Q4 2018Q2 202111
EPG Wealth Management LLC 520.00%0.01%0.02%Q4 2019Q3 202310
HighMark Wealth Management LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 10100.15%0.37%1.65%Q1 2017Q2 201910
DELTA ASSET MANAGEMENT LLC/TN 550.00%0.00%0.00%Q2 2017Q4 201910
EP Wealth Advisors, LLC 310.00%0.03%0.19%Q3 2017Q3 202310
Calamos Advisors LLC 10100.00%0.01%0.02%Q3 2015Q4 201710
ACG Wealth 810.03%0.07%0.12%Q4 2014Q2 202210
Eagle Bay Advisors LLC 10100.00%0.83%3.37%Q2 2021Q3 202310
Cassia Capital Partners, LLC 430.17%1.30%3.00%Q4 2020Q3 202310
Newport Wealth Strategies, Inc. 10100.26%0.33%0.42%Q4 2017Q1 202010
CEERA INVESTMENTS, LLC 10100.14%0.15%0.20%Q2 2021Q3 202310
KING LUTHER CAPITAL MANAGEMENT CORP 10100.01%0.02%0.03%Q1 2015Q2 201710
Wellesley Investment Partners, LLC 820.07%0.11%0.14%Q1 2018Q3 202010
CFS Investment Advisory Services, LLC 910.20%0.49%1.06%Q4 2020Q3 202310
Orion Portfolio Solutions, LLC 820.01%0.03%0.05%Q4 2019Q3 202310
Baker Avenue Asset Management, LP 510.00%0.03%0.06%Q1 2015Q4 202210
TWO SIGMA SECURITIES, LLC 310.00%0.05%0.23%Q3 2016Q4 202210
Venturi Wealth Management, LLC 310.00%0.46%1.16%Q1 2016Q3 202310
Syverson Strege & Co 10100.03%0.56%1.25%Q4 2020Q1 202310
Foster Group, Inc. 10100.04%0.05%0.07%Q2 2021Q3 202310
Lee Financial Group Hawaii, Inc. 10100.19%1.29%4.10%Q3 2018Q4 202010
Soltis Investment Advisors LLC 10100.10%0.81%1.93%Q4 2019Q1 202210
Plante Moran Financial Advisors, LLC 510.00%0.07%0.21%Q1 2016Q3 202310
NATIONAL PLANNING CORP 910.01%0.12%0.26%Q4 2014Q3 201710
Blue Barn Wealth, LLC 10100.38%0.60%1.01%Q2 2021Q3 202310
HHM Wealth Advisors, LLC 820.00%0.00%0.01%Q1 2020Q3 202210
EMFO, LLC 10100.02%0.29%0.53%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.05%Q1 2021Q3 202310
Essex Savings Bank 610.07%0.09%0.12%Q4 2018Q1 202210
Veritable, L.P. 410.00%0.00%0.01%Q2 2014Q3 202010
REILLY FINANCIAL ADVISORS, LLC 910.00%0.00%0.00%Q2 2017Q1 202110
Institute for Wealth Management, LLC. 710.01%0.06%0.15%Q2 2019Q4 20219
Wealthspire Advisors, L.P. 810.00%0.00%0.01%Q3 2016Q1 20199
Prostatis Group LLC 810.01%2.34%3.88%Q2 2020Q2 20239
SouthState Corp 610.00%0.03%0.04%Q3 2016Q2 20239
VERUS CAPITAL PARTNERS, LLC 720.18%0.60%0.98%Q4 2019Q3 20239
Pinnacle Summer Investments, Inc. 990.00%0.16%0.32%Q4 2013Q4 20159
John W. Brooker & Co., CPAs 810.01%0.04%0.15%Q4 2019Q3 20229
Cypress Wealth Advisors LLC 990.21%0.43%0.68%Q2 2015Q2 20179
Cresset Asset Management, LLC 420.00%0.01%0.01%Q2 2020Q3 20239
Beacon Financial Advisory LLC 990.12%0.96%1.95%Q4 2019Q4 20219
CAPITAL ONE FINANCIAL CORP 991.65%3.91%4.80%Q1 2020Q1 20229
Golden State Wealth Management, LLC 420.00%0.05%0.12%Q1 2019Q1 20229
M Holdings Securities, Inc. 990.06%0.09%0.25%Q1 2017Q1 20199
9258 Wealth Management, LLC 990.06%0.22%0.41%Q4 2019Q4 20219
LWS Wealth Advisors, Inc. 991.92%2.19%2.57%Q4 2019Q4 20219
Wagner Wealth Management, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
STRINGER ASSET MANAGEMENT, LLC 631.46%6.59%12.45%Q2 2015Q4 20209
Tradewinds Capital Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Providence Capital Advisors, LLC 610.00%0.01%0.04%Q1 2020Q3 20239
Fieldpoint Private Securities, LLC 990.00%0.06%0.27%Q2 2020Q2 20229
Sanford Advisory Services, LLC 990.33%1.75%2.64%Q4 2020Q4 20229
Ameritas Investment Company, LLC 420.00%0.05%0.28%Q4 2018Q3 20219
Sonora Investment Management, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
STATE STREET CORP 990.00%0.00%0.01%Q3 2015Q3 20179
HILLTOP WEALTH ADVISORS, LLC 990.20%7.00%32.40%Q4 2019Q4 20219
TD Capital Management LLC 990.01%0.03%0.04%Q1 2015Q1 20179
HARTFORD INVESTMENT MANAGEMENT CO 810.01%0.02%0.04%Q3 2017Q1 20209
High Net Worth Advisory Group LLC 990.11%0.19%0.30%Q4 2021Q4 20239
Madison Asset Management, LLC 990.02%0.42%1.19%Q4 2019Q4 20219
StoneX Group Inc. 990.10%0.29%0.65%Q4 2019Q4 20219
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 990.06%0.26%0.94%Q4 2020Q4 20229
Laurel Wealth Planning LLC 990.04%0.26%0.47%Q4 2020Q4 20229
Pensionmark Financial Group, LLC 810.17%0.20%0.23%Q4 2019Q3 20229
LCNB CORP 810.14%0.35%0.46%Q3 2018Q1 20219
TRUEWEALTH LLC 990.03%0.03%0.03%Q4 2017Q4 20199
Ifrah Financial Services, Inc. 990.15%0.21%0.27%Q4 2018Q4 20209
Rodgers & Associates, LTD 990.05%0.08%0.10%Q4 2020Q4 20229
Mayfair Advisory Group, LLC 990.29%0.45%0.79%Q2 2020Q2 20229
WealthPLAN Partners, LLC 410.00%0.25%0.81%Q4 2015Q2 20238
Paladin Advisory Group, LLC 880.15%0.20%0.30%Q4 2021Q3 20238
Operose Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cribstone Capital Management, LLC 620.01%0.22%0.38%Q4 2018Q4 20228
Realta Investment Advisors 420.01%0.01%0.02%Q1 2019Q3 20238
Trust Co 880.37%1.51%2.25%Q4 2018Q3 20208
SG Americas Securities, LLC 310.00%0.03%0.12%Q2 2013Q1 20188
Starfire Investment Advisers, Inc. 711.17%2.31%2.77%Q4 2017Q2 20208
Tranquilli Financial Advisor LLC 530.32%1.05%1.58%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Pettinga Financial Advisors LLC 880.12%5.10%7.79%Q4 2018Q3 20208
First Capital Advisors Group, LLC. 710.03%0.46%0.88%Q1 2017Q2 20238
UMB Bank, n.a. 880.02%0.08%0.12%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.17%0.40%0.83%Q4 2021Q3 20238
Crumly & Associates Inc. 880.12%0.30%0.59%Q1 2020Q4 20218
DEFINED WEALTH MANAGEMENT, LLC 880.66%0.71%0.91%Q4 2020Q3 20228
SHUFRO ROSE & CO LLC 880.02%0.04%0.07%Q4 2021Q3 20238
MATHER GROUP, LLC. 510.01%0.08%0.19%Q2 2021Q3 20238
WIMMER ASSOCIATES 1, LLC 880.12%0.14%0.16%Q2 2020Q1 20228
Ascent Group, LLC 880.05%0.13%0.24%Q4 2021Q3 20238
Tanglewood Wealth Management, Inc. 880.15%2.62%7.37%Q4 2018Q3 20208
True Link Financial Advisors, LLC 880.11%0.20%0.34%Q4 2020Q3 20228
CPWM, LLC 530.04%0.08%0.12%Q3 2015Q3 20188
FIRST BUSINESS FINANCIAL SERVICES, INC. 880.03%4.44%7.88%Q1 2020Q4 20218
Integrity Financial Corp /WA 880.06%1.00%1.71%Q4 2021Q3 20238
Berman Capital Advisors, LLC 880.06%0.69%3.35%Q4 2017Q3 20198
ROOSEVELT INVESTMENT GROUP LLC 880.02%0.02%0.04%Q4 2020Q3 20228
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 620.07%0.12%0.18%Q4 2020Q2 20238
Spotlight Asset Group, Inc. 880.49%0.54%0.59%Q4 2019Q3 20218
Stratos Investment Management, LLC 620.05%0.07%0.14%Q3 2021Q3 20238
Summit Global Investments 620.02%0.12%0.38%Q1 2021Q2 20238
Treynor Bancshares, Inc. 880.25%0.27%0.30%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Avidian Wealth Solutions, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
MYCIO WEALTH PARTNERS, LLC 510.03%0.10%0.16%Q2 2016Q4 20198
Bell Investment Advisors, Inc 620.02%0.15%0.27%Q3 2021Q3 20238
RMR Wealth Builders 880.05%0.12%0.16%Q3 2020Q2 20228
CARDIFF PARK ADVISORS, LLC 880.03%0.06%0.10%Q4 2021Q3 20238
TRUE Private Wealth Advisors 880.00%0.31%0.74%Q1 2019Q4 20208
ETFIDEA, LLC 880.13%0.23%0.39%Q4 2021Q3 20238
TORONTO DOMINION BANK 210.00%0.00%0.02%Q4 2015Q2 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
BlackRock Investment Management, LLC 880.00%0.01%0.04%Q1 2015Q4 20168
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.00%0.02%Q2 2016Q4 20238
National Wealth Management Group, LLC 880.20%0.27%0.31%Q4 2021Q3 20238
GDS Wealth Management 880.06%0.11%0.17%Q4 2021Q3 20238
TCWP LLC 880.12%0.34%0.53%Q4 2021Q3 20238
Colorado Capital Management, Inc. 880.16%0.21%0.26%Q1 2018Q4 20198
MKD WEALTH COACHES, LLC 882.54%4.88%6.72%Q4 2018Q3 20208
ATLAS CAPITAL ADVISORS LLC 530.01%0.13%0.80%Q2 2019Q2 20218
Shore Point Advisors, LLC 882.22%2.51%2.72%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.04%0.06%Q4 2021Q3 20238
Simplicity Solutions, LLC 310.02%0.10%0.23%Q1 2016Q4 20208
Investors Capital Advisory Services 880.06%0.27%0.64%Q3 2014Q2 20168
FIRST MERCHANTS CORP 880.04%0.09%0.24%Q3 2017Q2 20198
Baron Financial Group, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Kathleen S. Wright Associates Inc. 880.61%0.86%0.96%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 410.00%0.00%0.01%Q4 2019Q3 20237
Ameritas Advisory Services, LLC 610.02%0.02%0.03%Q4 2021Q3 20237
Clear Perspectives Financial Planning, LLC 770.00%0.02%0.03%Q4 2020Q2 20227
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
VIRIDIAN RIA, LLC 520.08%0.09%0.12%Q2 2020Q1 20227
Snowden Capital Advisors LLC 610.00%0.03%0.08%Q2 2019Q4 20217
Pallas Capital Advisors LLC 770.05%0.10%0.17%Q1 2021Q3 20227
M Financial Asset Management, Inc. 520.01%0.01%0.04%Q2 2020Q4 20227
Wealth Advisors of Tampa Bay, LLC 770.23%0.58%0.76%Q4 2017Q2 20197
Paragon Wealth Strategies, LLC 510.00%1.40%2.44%Q2 2017Q2 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.03%0.05%Q2 2013Q4 20147
CETERA INVESTMENT MANAGEMENT LLC 770.17%0.51%1.46%Q4 2015Q2 20177
Atria Wealth Solutions, Inc. 770.08%0.10%0.15%Q1 2022Q3 20237
Lantz Financial LLC 770.13%0.22%0.28%Q1 2022Q3 20237
Richard P Slaughter Associates Inc 770.09%3.32%6.47%Q4 2019Q2 20217
MGO ONE SEVEN LLC 610.01%0.09%0.12%Q4 2018Q1 20237
Westover Capital Advisors, LLC 610.08%1.95%2.85%Q3 2018Q4 20207
KESTRA PRIVATE WEALTH SERVICES, LLC 430.01%0.01%0.02%Q2 2021Q3 20237
Edge Wealth Management LLC 770.02%0.32%0.82%Q2 2018Q4 20197
Safeguard Investment Advisory Group, LLC 770.12%0.29%0.64%Q4 2020Q2 20227
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q4 2018Q2 20207
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.02%0.02%Q4 2021Q2 20237
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 430.06%0.10%0.15%Q3 2021Q3 20237
Lenox Wealth Advisors, LLC 770.01%0.01%0.02%Q1 2017Q3 20187
Western Pacific Wealth Management, LP 770.02%0.03%0.03%Q4 2021Q2 20237
AFFINIA FINANCIAL GROUP, LLC 770.17%0.98%2.80%Q1 2020Q3 20217
Alaska Wealth Advisors 610.01%0.50%1.16%Q4 2019Q3 20237
Laurel Wealth Advisors, Inc. 770.03%0.69%1.24%Q4 2019Q2 20217
tru Independence LLC 310.07%0.26%0.93%Q4 2019Q1 20227
Verde Capital Management 770.93%9.57%12.35%Q4 2019Q2 20217
CENTRAL TRUST Co 410.00%0.00%0.01%Q3 2015Q4 20227
Parkwood LLC 770.90%7.48%15.03%Q4 2015Q2 20177
MFA WEALTH ADVISORS, LLC 411.78%3.25%10.63%Q4 2017Q2 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.06%0.11%Q1 2021Q4 20227
WISCONSIN CAPITAL MANAGEMENT LLC 770.21%0.26%0.28%Q2 2013Q4 20147
Truehand, Inc 770.02%0.03%0.03%Q2 2020Q4 20217
First Allied Asset Management, Inc. 770.08%0.93%1.95%Q3 2013Q1 20157
Lido Advisors, LLC 430.00%0.02%0.03%Q1 2019Q3 20237
Hudock, Inc. 410.00%0.01%0.02%Q1 2015Q3 20217
Syntal Capital Partners, LLC 770.20%0.99%2.63%Q2 2019Q4 20207
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Shelter Ins Retirement Plan 7730.20%30.87%31.70%Q3 2019Q1 20217
OAK HARBOR WEALTH PARTNERS, LLC 770.04%0.05%0.05%Q4 2021Q2 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.14%0.32%Q4 2020Q4 20227
Meridian Wealth Management, LLC 610.01%0.03%0.08%Q2 2019Q3 20237
Silicon Hills Wealth Management, LLC 770.17%1.31%3.37%Q4 2019Q2 20217
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Gateway Advisory, LLC 770.06%0.25%0.60%Q3 2016Q1 20187
Charles Schwab Investment Advisory, Inc. 770.18%0.22%0.28%Q2 2018Q4 20197
Hoover Financial Advisors, Inc. 770.15%0.34%0.99%Q4 2019Q2 20217
iAB Financial Bank 770.66%0.83%1.04%Q4 2015Q2 20177
SII INVESTMENTS INC/WI 660.02%0.04%0.05%Q2 2016Q3 20176
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 660.08%0.12%0.14%Q3 2019Q4 20206
BIEGEL & WALLER LLC 510.18%0.55%0.78%Q4 2016Q3 20196
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.01%Q1 2014Q2 20156
First Citizens Financial Corp 420.20%0.24%0.30%Q4 2019Q3 20236
Empire Life Investments Inc. 660.03%0.15%0.27%Q4 2019Q1 20216
Atlas Private Wealth Advisors 660.08%0.09%0.12%Q2 2020Q3 20216
PRIVATE TRUST CO NA 660.03%0.05%0.09%Q2 2022Q3 20236
Strategic Financial Services, Inc, 660.04%1.16%2.84%Q3 2019Q4 20206
SlateStone Wealth, LLC 660.06%0.09%0.12%Q4 2019Q1 20216
Trexquant Investment LP 410.01%0.02%0.02%Q3 2020Q1 20236
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.11%0.38%0.95%Q4 2019Q1 20226
ALLSTATE CORP 660.86%2.60%3.35%Q2 2013Q3 20146
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.00%Q4 2017Q1 20196
Baystate Wealth Management LLC 510.00%0.00%0.00%Q4 2017Q4 20226
RESOURCES MANAGEMENT CORP /CT/ /ADV 420.00%0.00%0.00%Q3 2018Q2 20206
Clearstead Advisors, LLC 510.00%0.00%0.00%Q1 2020Q3 20236
B. Riley Wealth Management, Inc. 660.03%0.06%0.10%Q4 2018Q1 20206
STOCK YARDS BANK & TRUST CO 660.02%0.03%0.04%Q2 2022Q3 20236
CoreFirst Bank & Trust 660.00%0.01%0.01%Q4 2020Q1 20226
Curtis Advisory Group, LLC 660.08%0.28%0.40%Q4 2021Q1 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 666.59%10.13%20.18%Q2 2022Q3 20236
OneAscent Wealth Management LLC 510.10%0.25%0.55%Q3 2021Q1 20236
Gibraltar Capital Management, Inc. 661.12%2.11%3.01%Q3 2019Q4 20206
QP WEALTH MANAGEMENT, LLC 660.23%3.84%8.46%Q4 2019Q1 20216
Round Table Services, LLC 660.18%1.59%2.69%Q2 2019Q3 20206
55I, LLC 660.01%0.02%0.04%Q4 2020Q1 20226
SCOTIA CAPITAL INC. 660.00%0.00%0.01%Q4 2020Q1 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
ROPES WEALTH ADVISORS LLC 660.00%0.01%0.01%Q3 2018Q4 20196
TIEDEMANN ADVISORS, LLC 510.02%0.03%0.03%Q2 2019Q2 20216
Shamrock Asset Management LLC 660.00%0.34%0.92%Q3 2015Q4 20166
PENOBSCOT WEALTH MANAGEMENT 660.42%0.63%0.96%Q2 2021Q3 20226
Wealth Advisors of Iowa, LLC 420.22%1.41%3.79%Q1 2020Q3 20236
GPS Wealth Strategies Group, LLC 310.01%0.01%0.01%Q1 2021Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.40%0.63%0.75%Q2 2013Q3 20146
Karn, Couzens & Associates, Inc. 660.79%1.09%1.46%Q4 2020Q1 20226
Future Financial Wealth Managment LLC 660.08%1.11%2.84%Q4 2020Q1 20226
MAI Capital Management 660.01%0.03%0.04%Q2 2022Q3 20236
Forum Private Client Group LLC 661.57%3.19%5.64%Q1 2022Q2 20236
Austin Private Wealth, LLC 660.13%5.17%7.60%Q4 2019Q1 20216
Tradition Wealth Management, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
GW HENSSLER & ASSOCIATES LTD 660.06%0.08%0.15%Q3 2015Q4 20166
Destination Wealth Management 510.00%0.01%0.03%Q2 2016Q1 20196
Choate Investment Advisors 510.00%0.02%0.03%Q1 2020Q4 20226
Horst & Graben Wealth Management LLC 420.05%0.06%0.06%Q2 2021Q2 20236
Argent Trust Co 660.05%0.10%0.17%Q3 2017Q4 20186
UBS AG 660.01%0.02%0.03%Q2 2013Q3 20146
Hoxton Financial, Inc. 660.10%0.15%0.17%Q4 2014Q1 20166
Vigilant Capital Management, LLC 310.00%0.01%0.04%Q3 2017Q1 20226
PagnatoKarp Partners LLC 660.12%0.27%0.33%Q4 2018Q1 20206
Veery Capital, LLC 660.13%0.14%0.16%Q4 2020Q1 20226
BOENNING & SCATTERGOOD, INC. 510.03%0.04%0.05%Q4 2019Q4 20216
MARINO, STRAM & ASSOCIATES LLC 660.08%0.09%0.09%Q4 2017Q1 20196
Sharkey, Howes & Javer 660.24%3.24%5.58%Q1 2019Q2 20206
FIRST MERCANTILE TRUST CO 660.00%1.45%1.99%Q1 2020Q2 20216
West Coast Financial LLC 660.08%0.09%0.12%Q4 2018Q1 20206
Eudaimonia Partners, LLC 660.01%0.14%0.60%Q4 2019Q1 20216
Corsicana & Co. 662.33%2.50%2.66%Q2 2021Q3 20226
Orion Capital Management LLC 660.21%0.32%0.50%Q4 2020Q1 20226
Kiwi Wealth Investments Limited Partnership 510.29%2.15%3.08%Q3 2014Q3 20166
AIMZ Investment Advisors, LLC 660.28%0.29%0.30%Q4 2014Q1 20166
NewDay Solutions, LLC 513.35%6.79%9.04%Q4 2018Q2 20206
Good Life Advisors, LLC 660.08%0.09%0.11%Q3 2018Q4 20196
WASHINGTON TRUST Co 550.00%0.00%0.01%Q3 2020Q3 20215
Columbus Macro, LLC 410.15%0.71%1.10%Q4 2017Q3 20225
Argentus Capital Management, LLC 550.00%0.08%0.37%Q3 2015Q3 20165
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q2 20225
AEGON USA Investment Management, LLC 550.01%0.01%0.02%Q2 2013Q2 20145
Colonial Trust Co / SC 550.04%0.05%0.06%Q3 2022Q3 20235
Powell Investment Advisors, LLC 550.02%0.02%0.03%Q4 2019Q4 20205
RIVERSEDGE ADVISORS, LLC 310.09%0.23%0.36%Q2 2019Q1 20225
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 320.01%0.02%0.04%Q2 2019Q1 20225
ALTERNA WEALTH MANAGEMENT, INC 550.38%0.41%0.46%Q1 2019Q1 20205
State of New Jersey Common Pension Fund D 550.14%0.27%0.36%Q2 2015Q2 20165
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
ERTS Wealth Advisors, LLC 550.13%0.28%0.50%Q4 2018Q4 20195
NewFocus Financial Group, LLC 551.01%1.20%1.36%Q4 2018Q4 20195
Sage Advisory Services, Ltd.Co. 412.66%10.77%13.96%Q4 2015Q3 20235
StrongBox Wealth, LLC 550.26%0.66%0.99%Q1 2020Q1 20215
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q1 2021Q1 20225
Strid Group, LLC 554.05%5.09%7.33%Q4 2015Q4 20165
Alberta Investment Management Corp 410.02%0.03%0.05%Q2 2021Q3 20225
Clarus Wealth Advisors 550.01%0.06%0.12%Q2 2018Q2 20195
IFC Holdings Incorporated/FL 550.12%0.37%0.57%Q4 2016Q4 20175
FinTrust Capital Advisors, LLC 550.02%0.17%0.77%Q4 2018Q4 20195
Wade Financial Advisory, Inc 550.20%2.92%5.73%Q4 2019Q4 20205
WT Wealth Management 550.27%1.21%2.48%Q3 2019Q3 20205
Atlas Private Wealth Management, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
Leelyn Smith, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
BANK OF HAWAII 550.02%0.02%0.02%Q2 2017Q2 20185
BARRETT & COMPANY, INC. 550.04%0.05%0.05%Q3 2022Q3 20235
Trek Financial, LLC 550.06%0.07%0.08%Q4 2018Q4 20195
Pacifica Partners Inc. 320.00%0.01%0.02%Q4 2019Q1 20225
Financial Management Professionals, Inc. 210.00%1.33%2.70%Q1 2016Q2 20215
GREAT LAKES ADVISORS, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
PACES FERRY WEALTH ADVISORS, LLC 210.15%0.17%0.20%Q3 2020Q1 20225
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
COMMERCE BANK 410.00%0.00%0.00%Q3 2020Q3 20235
Strategic Capital Group LLC 550.00%0.29%0.56%Q2 2013Q2 20145
DRAVO BAY LLC 320.20%0.23%0.26%Q4 2021Q1 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.02%0.06%0.10%Q3 2021Q3 20235
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q4 20155
Colonial Trust Advisors 550.00%0.01%0.01%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q4 2019Q3 20235
VERITY Wealth Advisors 550.51%0.71%1.12%Q4 2018Q4 20195
Frontier Asset Management, LLC 410.12%0.14%0.17%Q4 2021Q3 20235
G&S Capital LLC 550.79%0.83%0.90%Q3 2020Q3 20215
KMS FINANCIAL SERVICES, INC 550.05%0.05%0.07%Q3 2013Q3 20145
Aries Wealth Management 550.10%0.32%0.49%Q3 2022Q3 20235
Global Financial Private Capital, Inc 410.00%0.02%0.03%Q4 2017Q2 20195
VICTORY CAPITAL MANAGEMENT INC 550.16%0.19%0.23%Q3 2019Q3 20205
Crescent Capital Consulting, LLC 550.00%0.76%2.07%Q4 2020Q4 20215
Crewe Advisors LLC 550.00%0.00%0.00%Q1 2022Q1 20235
PRIO WEALTH LIMITED PARTNERSHIP 550.02%0.02%0.02%Q1 2019Q1 20205
Horan Securities, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Madden Advisory Services, Inc. 551.56%1.82%2.11%Q4 2018Q4 20195
NORTHCAPE WEALTH MANAGEMENT, LLC 410.07%0.08%0.10%Q4 2021Q1 20235
FINANCIAL MANAGEMENT NETWORK INC 551.67%2.01%2.52%Q4 2020Q4 20215
Breakwater Capital Group 440.45%0.52%0.59%Q4 2022Q3 20234
Madrona Financial Services, LLC 441.61%1.71%2.00%Q2 2019Q1 20204
Edelman Financial Services, LLC 440.00%0.40%0.56%Q1 2018Q4 20184
Grey Fox Wealth Advisors, LLC 440.35%0.57%0.66%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.13%0.13%0.14%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.15%0.15%0.17%Q4 2022Q3 20234
PrairieView Partners, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.01%0.12%0.23%Q4 2017Q3 20184
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
IBEX WEALTH ADVISORS 221.00%1.18%1.39%Q2 2017Q3 20184
KARLINSKI ANDREW C 440.06%0.08%0.10%Q4 2021Q3 20224
ROWLANDMILLER & PARTNERS.ADV 310.05%0.05%0.05%Q1 2020Q3 20214
Gateway Wealth Partners, LLC 440.59%0.62%0.65%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.55%0.58%0.59%Q4 2022Q3 20234
Fiduciary Planning LLC 310.01%0.23%0.87%Q4 2019Q1 20214
TBH Global Asset Management, LLC 440.08%0.47%1.58%Q4 2019Q3 20204
Farmers & Merchants Trust Co of Chambersburg PA 440.01%0.03%0.04%Q1 2021Q4 20214
BEACON TRUST CO 440.32%0.39%0.43%Q2 2016Q1 20174
Strategic Capital Alternatives LLC 310.00%0.00%0.01%Q3 2014Q3 20154
Arete Wealth Advisors, LLC 210.05%0.17%0.35%Q1 2016Q2 20204
Wealth Advisory Solutions, LLC 440.72%0.80%0.83%Q4 2019Q3 20204
Syntegra Private Wealth Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.17%0.40%0.86%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.01%0.01%0.02%Q3 2020Q4 20214
Aris Wealth Services, Inc. 440.24%0.33%0.62%Q4 2014Q3 20154
ALESCO ADVISORS LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FIRST FINANCIAL CORP /IN/ 440.00%0.00%0.00%Q2 2020Q1 20214
Smithfield Trust Co 440.01%0.01%0.01%Q1 2020Q4 20204
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
VisionPoint Advisory Group, LLC 441.33%1.38%1.42%Q4 2018Q3 20194
Sage Capital Advisors,llc 440.10%0.11%0.13%Q4 2022Q3 20234
Prentice Wealth Management LLC 310.02%0.03%0.04%Q1 2021Q2 20224
DFPG INVESTMENTS, LLC 440.07%0.09%0.14%Q4 2022Q3 20234
HOWE & RUSLING INC 310.00%0.00%0.00%Q1 2022Q2 20234
Rainsberger Wealth Advisors, Inc. 440.48%0.85%1.00%Q4 2021Q3 20224
Jefferies Group LLC 210.00%0.00%0.00%Q4 2013Q1 20184
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q1 20224
Watson Rebecca 441.22%1.43%1.68%Q4 2019Q3 20204
RESOLUTE FINANCIAL, LLC 310.19%0.27%0.36%Q4 2021Q4 20224
Fortress Wealth Management, Inc. 441.06%1.18%1.30%Q2 2022Q1 20234
KANALY TRUST CO 440.06%0.08%0.09%Q4 2015Q3 20164
Apriem Advisors 210.00%0.00%0.01%Q1 2016Q2 20184
Vigilare Wealth Management 440.13%0.21%0.27%Q4 2019Q3 20204
Clear Creek Financial Management, LLC 210.03%0.13%0.27%Q1 2020Q4 20214
James J. Burns & Company, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Executive Wealth Management, LLC 310.24%0.48%1.08%Q4 2018Q1 20204
Y-Intercept (Hong Kong) Ltd 210.03%0.05%0.10%Q3 2021Q2 20234
TIEMANN INVESTMENT ADVISORS, LLC 440.20%0.22%0.23%Q2 2019Q1 20204
Eagle Ridge Investment Management 440.03%0.04%0.07%Q3 2020Q2 20214
Karpus Management, Inc. 440.38%0.42%0.46%Q4 2022Q3 20234
Sequoia Wealth Management, LLC 440.34%0.53%0.70%Q4 2017Q3 20184
Alaska Permanent Capital Management 310.22%0.77%1.15%Q4 2019Q4 20224
Hilltop Partners LLC 440.25%0.37%0.52%Q4 2022Q3 20234
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sageworth Trust Co 440.00%0.01%0.01%Q1 2017Q4 20174
ITS Asset Management, L.P. 4412.82%28.87%66.08%Q4 2015Q3 20164
MCF Advisors LLC 210.00%0.00%0.00%Q3 2013Q2 20204
Goldstein Advisors, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Kissinger Financial Services LLC 443.00%3.26%3.64%Q3 2016Q2 20174
BOK Financial Private Wealth, Inc. 220.01%0.07%0.15%Q2 2016Q3 20224
IronBridge Private Wealth, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
MISSION WEALTH MANAGEMENT, LP 310.01%0.02%0.02%Q2 2019Q4 20214
Kozak & Associates, Inc. 440.00%0.01%0.02%Q4 2021Q3 20224
Nalls Sherbakoff Group, LLC 310.03%0.11%0.36%Q4 2018Q3 20234
BRIGHTON JONES LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Stanford Investment Group, Inc. 440.09%0.10%0.11%Q1 2016Q4 20164
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q1 2015Q4 20194
Koshinski Asset Management, Inc. 310.00%0.04%0.16%Q1 2020Q1 20224
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q2 2016Q2 20204
Sunbelt Securities, Inc. 310.00%0.02%0.03%Q4 2016Q3 20234
Milestone Investment Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Northwest Bancshares, Inc. 440.12%0.22%0.28%Q4 2017Q3 20184
Concord Wealth Partners 440.00%0.02%0.07%Q4 2022Q3 20234
CAPITAL WEALTH MANAGEMENT, LLC 440.22%0.24%0.28%Q1 2019Q4 20194
Disciplined Investments, LLC 310.01%0.01%0.02%Q4 2019Q2 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Allianz Asset Management GmbH 440.00%0.01%0.03%Q2 2015Q1 20164
Chicago Partners Investment Group LLC 440.00%0.00%0.00%Q4 2017Q3 20184
TCI Wealth Advisors, Inc. 210.00%0.03%0.09%Q4 2019Q1 20234
CFO4Life, L.P. 443.21%4.19%5.21%Q1 2016Q4 20164
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.03%0.06%Q1 2022Q3 20234
DUBUQUE BANK & TRUST CO 310.00%0.01%0.01%Q2 2016Q1 20194
Life Planning Partners, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
NorthRock Partners, LLC 440.06%0.40%1.04%Q3 2019Q2 20204
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.00%Q2 2021Q1 20223
Glass Jacobson Investment Advisors llc 210.04%0.06%0.07%Q4 2022Q3 20233
Better Money Decisions, LLC 330.19%0.21%0.23%Q1 2021Q3 20213
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
ENZI WEALTH 330.17%0.33%0.46%Q3 2022Q1 20233
Elmwood Wealth Management, Inc. 210.02%0.02%0.02%Q1 2021Q4 20213
Stratos Wealth Advisors, LLC 110.00%0.01%0.02%Q1 2020Q2 20223
Planning Solutions Group LLC 332.98%3.13%3.29%Q4 2018Q2 20193
CNB Bank 330.01%0.01%0.01%Q2 2018Q4 20183
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
VSR Financial Services, Inc. 330.22%0.45%0.70%Q4 2015Q2 20163
MBE Wealth Management, LLC 330.19%0.19%0.20%Q1 2020Q3 20203
Wright Fund Management, LLC 330.57%0.94%1.57%Q1 2023Q3 20233
Blue Zone Wealth Advisors, LLC 210.17%1.23%3.35%Q4 2019Q4 20213
Selective Wealth Management, Inc. 330.01%0.01%0.02%Q1 2022Q3 20223
ADAMSBROWN WEALTH CONSULTANTS LLC 330.25%0.46%0.72%Q4 2021Q2 20223
Virtu Financial LLC 110.01%0.18%0.48%Q3 2017Q1 20193
Meridian Wealth Partners, LLC 110.01%0.01%0.02%Q4 2019Q1 20213
Concorde Asset Management, LLC 330.40%0.41%0.42%Q1 2016Q3 20163
HM PAYSON & CO 210.00%0.00%0.00%Q4 2020Q1 20233
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
LEVEL FOUR FINANCIAL, LLC 330.09%0.10%0.12%Q4 2020Q2 20213
Jaffetilchin Investment Partners, LLC 330.09%0.17%0.24%Q4 2019Q2 20203
CUE ADVISORY SERVICES, INC. 330.86%0.88%0.90%Q1 2018Q3 20183
AlphaCore Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PSI Advisors, LLC 210.00%0.03%0.10%Q4 2019Q4 20213
SWEENEY & MICHEL, LLC 330.66%0.67%0.69%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.23%0.27%0.31%Q4 2021Q2 20223
ShoreHaven Wealth Partners, LLC 330.52%2.83%4.04%Q4 2020Q2 20213
Twelve Points Wealth Management LLC 330.16%0.40%0.58%Q4 2021Q2 20223
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Flagship Private Wealth, LLC 330.14%0.16%0.20%Q4 2020Q2 20213
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.19%0.29%0.45%Q2 2019Q4 20193
Avior Wealth Management, LLC 210.00%0.00%0.00%Q3 2016Q2 20223
Castleview Partners, LLC 210.01%0.04%0.07%Q4 2022Q3 20233
MRA Associates USA LLC 330.06%0.12%0.20%Q4 2018Q2 20193
Novak Financial Planning, LLC 331.16%1.28%1.35%Q4 2020Q2 20213
Cable Hill Partners, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
PCA Investment Advisory Services Inc. 330.55%0.62%0.66%Q1 2023Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Antonetti Capital Management LLC 210.13%0.14%0.14%Q2 2010Q4 20213
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Hightower 6M Holding, LLC 330.43%0.43%0.43%Q1 2022Q3 20223
BT Wealth Management LLC 330.07%0.07%0.08%Q4 2021Q2 20223
EWA, LLC 338.01%9.32%10.33%Q1 2023Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.19%0.52%0.93%Q2 2013Q4 20133
Renaissance Technologies 210.00%0.00%0.00%Q1 2022Q2 20233
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Capital Directions Investment Advisors, LLC 210.00%0.00%0.00%Q3 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Spectrum Financial Alliance Ltd LLC 330.03%0.04%0.06%Q2 2018Q4 20183
Personal Capital Advisors Corp 330.00%0.00%0.01%Q3 2020Q1 20213
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q4 20223
Neuberger Berman Group LLC 330.00%0.00%0.00%Q3 2020Q1 20213
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
GoalVest Advisory LLC 110.00%0.01%0.01%Q4 2020Q3 20233
HCR Wealth Advisors 210.00%0.00%0.00%Q4 2019Q4 20203
Intrua Financial, LLC 330.12%0.16%0.22%Q2 2020Q4 20203
Independent Portfolio Consultants, Inc. 330.17%0.24%0.28%Q1 2016Q3 20163
F3Logic, LLC 210.04%0.17%0.26%Q1 2018Q1 20203
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.01%0.02%Q3 2019Q4 20223
CHOREO, LLC 330.19%0.22%0.24%Q1 2023Q3 20233
QUATTRO FINANCIAL ADVISORS LLC 330.31%0.97%1.42%Q1 2017Q3 20173
LS Investment Advisors, LLC 330.03%0.06%0.12%Q3 2015Q1 20163
Avalon Trust Co 330.00%0.00%0.01%Q1 2023Q3 20233
HRT FINANCIAL LP 110.00%0.00%0.01%Q3 2019Q2 20233
Family Legacy, Inc. 331.51%1.53%1.54%Q3 2020Q1 20213
Cornerstone Planning Group LLC 210.09%0.18%0.22%Q4 2022Q3 20233
WealthBridge Capital Management, LLC 330.13%0.20%0.25%Q4 2018Q2 20193
Formidable Asset Management, LLC 210.06%0.27%0.69%Q1 2019Q3 20203
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q1 2023Q3 20232
NewEdge Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BerganKDV Wealth Management, LLC 110.00%0.00%0.01%Q4 2018Q2 20202
Opes Advisors Inc 220.14%1.41%2.67%Q4 2016Q1 20172
Great Lakes Retirement, Inc. 220.33%0.36%0.39%Q4 2019Q1 20202
INTEGRATED WEALTH COUNSEL, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.02%Q4 2017Q1 20202
QUADRANT CAPITAL GROUP LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Heritage Wealth Advisors 220.00%0.00%0.00%Q4 2022Q1 20232
HC FINANCIAL ADVISORS INC 220.04%0.04%0.04%Q1 2020Q2 20202
Golden Green, Inc. 220.18%0.19%0.20%Q4 2020Q1 20212
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q1 2019Q3 20192
CIDEL ASSET MANAGEMENT INC 220.01%0.01%0.02%Q1 2021Q2 20212
Smith Anglin Financial, LLC 220.05%0.06%0.06%Q2 2022Q3 20222
Manifold Partners, LLC 113.40%9.83%16.25%Q1 2016Q3 20162
My Legacy Advisors, LLC 220.10%0.12%0.14%Q1 2022Q2 20222
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
TRUST CO OF VERMONT 220.00%0.00%0.00%Q1 2017Q2 20172
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
FSA Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
FineMark National Bank & Trust 220.01%0.01%0.01%Q3 2020Q4 20202
TUDOR INVESTMENT CORP ET AL 110.00%0.01%0.01%Q2 2022Q2 20232
Crestmont Private Wealth LLC 220.02%0.02%0.02%Q4 2021Q1 20222
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q3 2019Q4 20192
Fund Evaluation Group, LLC 220.42%0.46%0.49%Q4 2019Q1 20202
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q4 2020Q1 20212
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
CarsonAllaria Wealth Management, Ltd. 220.08%0.15%0.22%Q4 2021Q1 20222
Stillwater Capital Advisors, LLC 220.32%0.40%0.47%Q4 2018Q1 20192
Strategic Advisors LLC 220.89%1.07%1.25%Q3 2019Q4 20192
SYM FINANCIAL Corp 110.00%0.10%0.19%Q4 2019Q3 20232
Bristol County Savings Bank 225.85%5.93%6.01%Q3 2017Q4 20172
Facet Wealth, Inc. 220.04%0.10%0.16%Q2 2023Q3 20232
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20172
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
Paragon Capital Management Ltd 220.29%0.30%0.32%Q1 2020Q2 20202
Legacy Capital Partners, Inc. 220.12%0.12%0.12%Q3 2019Q4 20192
BROWN WEALTH MANAGEMENT, LLC 220.88%1.29%1.70%Q2 2023Q3 20232
Strategic Wealth Partners, Ltd. 110.00%0.00%0.01%Q4 2017Q2 20192
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 222.99%4.96%6.93%Q4 2019Q1 20202
CMC Financial Group 220.23%0.59%0.94%Q4 2019Q1 20202
WASHINGTON TRUST BANK 220.01%0.01%0.01%Q4 2017Q1 20182
Clear Harbor Asset Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20202
New Republic Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q2 2018Q4 20192
Valmark Advisers, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
All Season Financial Advisors, Inc. 221.91%2.78%3.65%Q2 2021Q3 20212
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
FormulaFolio Investments, LLC 110.07%0.24%0.41%Q2 2016Q4 20202
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
SANDERS MORRIS HARRIS LLC 220.36%0.48%0.59%Q1 2016Q2 20162
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q2 2021Q3 20212
FundX Investment Group, LLC 111.85%4.70%7.55%Q1 2016Q4 20192
Southern Farm Bureau Life Insurance 221.47%1.69%1.90%Q4 2020Q1 20212
Southland Equity Partners LLC 220.17%0.22%0.27%Q4 2020Q1 20212
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.04%0.04%0.04%Q2 2016Q3 20162
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
Ritter Daniher Financial Advisory LLC / DE 220.05%0.05%0.05%Q2 2023Q3 20232
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
FourThought Financial, LLC 220.08%0.09%0.09%Q4 2020Q1 20212
Legacy Wealth Planning, LLC 220.60%4.65%8.70%Q4 2019Q1 20202
Rockwood Wealth Management, LLC 220.10%0.13%0.15%Q4 2021Q1 20222
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.01%Q2 2016Q4 20192
R & A Capital Management, LLC 222.34%2.34%2.34%Q2 2013Q3 20132
Rossmore Private Capital 220.16%0.20%0.25%Q4 2017Q1 20182
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fiduciary Alliance LLC 220.04%0.07%0.10%Q2 2023Q3 20232
CREDIT SUISSE AG/ 110.00%0.02%0.04%Q4 2016Q2 20182
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2019Q1 20222
EXENCIAL WEALTH ADVISORS, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Congress Wealth Management LLC / DE / 110.01%0.03%0.06%Q4 2021Q3 20232
Virtu KCG Holdings LLC 110.01%0.03%0.06%Q4 2016Q2 20172
NVWM, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
People's United Financial, Inc. 220.00%0.01%0.01%Q1 2017Q2 20172
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
FOUNDERS BANK & TRUST 220.01%0.01%0.01%Q4 2013Q1 20142
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2019Q3 20232
NWAM LLC 110.05%0.10%0.15%Q2 2020Q1 20212
FORTE ASSET MANAGEMENT LLC 220.49%0.51%0.53%Q2 2022Q3 20222
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Ullmann Wealth Partners Group, LLC 220.03%0.03%0.04%Q1 2017Q2 20172
OLD MISSION CAPITAL, LLC 110.24%0.41%0.57%Q4 2016Q4 20202
Advisory Alpha, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
WealthTrust Fairport, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
BEAM WEALTH ADVISORS, INC. 220.38%0.43%0.49%Q4 2019Q1 20202
LBA Wealth Management, LLC 220.05%0.06%0.07%Q4 2016Q1 20172
Fortune Financial Advisors, LLC 221.25%1.26%1.27%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Clearstead Trust, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Truvestments Capital LLC 220.01%0.01%0.02%Q1 2020Q2 20202
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q1 2023Q3 20232
High Pines Wealth Management, LLC 221.64%1.70%1.76%Q4 2020Q1 20212
YorkBridge Wealth Partners, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q2 2014Q3 20142
ROCKEFELLER FINANCIAL SERVICES INC 220.00%0.00%0.00%Q2 2013Q3 20132
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Versant Capital Management, Inc 220.22%0.22%0.22%Q3 2023Q4 20232
IAG Wealth Partners, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Amundi 220.01%0.01%0.01%Q2 2023Q3 20232
TOWNSQUARE CAPITAL LLC 220.03%0.05%0.06%Q2 2023Q3 20232
First Financial Bank - Trust Division 220.14%0.14%0.14%Q2 2018Q3 20182
Jane Street Holding, LLC 220.01%0.03%0.04%Q2 2013Q3 20132
TrueWealth Advisors, LLC 110.44%0.44%0.44%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 110.46%0.46%0.46%Q4 2018Q4 20181
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q1 2016Q1 20161
Connecticut Wealth Management, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Clearview Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ASSET ADVISORS CORP 110.00%0.00%0.00%Q1 2017Q1 20171
JCIC Asset Management Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
KINGSWOOD WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
City State Bank 110.06%0.06%0.06%Q4 2021Q4 20211
Rafferty Asset Management, LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Leverty Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Poehling Capital Management, INC. 110.10%0.10%0.10%Q1 2021Q1 20211
Carnegie Capital Asset Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ORG Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
RETIREMENT CAPITAL STRATEGIES 114.20%4.20%4.20%Q1 2020Q1 20201
Urban Wealth Management, LLC 111.49%1.49%1.49%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Column Capital Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
VESTOR CAPITAL, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Fiera Capital Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q1 2023Q1 20231
HC Advisors, LLC 110.94%0.94%0.94%Q1 2020Q1 20201
Squarepoint Ops LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EWG Elevate Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Steward Financial Group LLC 110.27%0.27%0.27%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
ENTERPRISE FINANCIAL SERVICES CORP 110.06%0.06%0.06%Q3 2018Q3 20181
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Marietta Wealth Management, LLC 110.64%0.64%0.64%Q4 2016Q4 20161
SHIKIAR ASSET MANAGEMENT INC 110.10%0.10%0.10%Q2 2017Q2 20171
WEALTH MANAGEMENT RESOURCES, INC. 110.19%0.19%0.19%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Landsberg, Bennett, & Dubbaneh LLC 110.45%0.45%0.45%Q4 2018Q4 20181
Vestmark Advisory Solutions, Inc. 110.10%0.10%0.10%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 111.00%1.00%1.00%Q4 2019Q4 20191
Delphi Private Advisors LLC 110.01%0.01%0.01%Q3 2016Q3 20161
SYKON CAPITAL LLC 111.71%1.71%1.71%Q2 2023Q2 20231
AXS Investments LLC 112.68%2.68%2.68%Q3 2021Q3 20211
Lindbrook Capital, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
First Command Bank 110.02%0.02%0.02%Q4 2020Q4 20201
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Oder Investment Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Counsel Portfolio Services Inc. 110.09%0.09%0.09%Q1 2016Q1 20161
Blue Chip Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Family Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paulson Wealth Management Inc. 110.15%0.15%0.15%Q4 2017Q4 20171
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HWG Holdings LP 110.00%0.00%0.00%Q4 2022Q4 20221
Capital One Investing, Inc. 110.22%0.22%0.22%Q3 2019Q3 20191
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.22%0.22%0.22%Q1 2019Q1 20191
Tennessee Valley Asset Management Partners 110.13%0.13%0.13%Q3 2021Q3 20211
Bryn Mawr Capital Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.38%0.38%0.38%Q2 2014Q2 20141
Paragon Advisors, LLC 110.23%0.23%0.23%Q2 2020Q2 20201
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
CFO4Life Group, LLC 111.20%1.20%1.20%Q1 2017Q1 20171
GILL CAPITAL PARTNERS, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
Tuttle Capital Management, LLC 110.42%0.42%0.42%Q3 2020Q3 20201
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Minot Wealth Management LLC 112.81%2.81%2.81%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Stone House Investment Management, LLC 111.38%1.38%1.38%Q4 2016Q4 20161
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Amplius Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Wealthspire Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
RiverFront Investment Group, LLC 111.64%1.64%1.64%Q1 2020Q1 20201
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MPS Loria Financial Planners, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
InTrack Investment Management Inc 110.26%0.26%0.26%Q2 2023Q2 20231
Triangle Securities Wealth Management 110.11%0.11%0.11%Q4 2019Q4 20191
Birchcreek Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Jump Financial, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Granite Bay Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DROMS STRAUSS ADVISORS INC /MO/ /ADV 110.15%0.15%0.15%Q4 2019Q4 20191
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q2 2017Q2 20171
Sage Mountain Advisors LLC 110.18%0.18%0.18%Q4 2021Q4 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
Capital Wealth Alliance, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
VIVID FINANCIAL MANAGEMENT, INC. 111.96%1.96%1.96%Q1 2020Q1 20201
LITTLE HOUSE CAPITAL LLC 1110.01%10.01%10.01%Q2 2020Q2 20201
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Winthrop Advisory Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Sterling Group Wealth Management, LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Covington Capital Management 110.02%0.02%0.02%Q1 2020Q1 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Argent Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Apollon Wealth Management, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Financial Sense Advisors, Inc. 110.28%0.28%0.28%Q1 2022Q1 20221
ANALYTIC INVESTORS, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Power Corp of Canada 111.12%1.12%1.12%Q1 2022Q1 20221
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Jordan Park Group LLC 110.02%0.02%0.02%Q4 2019Q4 20191
STANCORP INVESTMENT ADVISERS INC 110.04%0.04%0.04%Q1 2015Q1 20151
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HAP Trading, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Kerntke Otto McGlone Wealth Management Group 110.03%0.03%0.03%Q4 2022Q4 20221
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Cardinal Point Wealth Management LLC 114.63%4.63%4.63%Q4 2020Q4 20201
Atomi Financial Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Wakefield Asset Management LLLP 110.26%0.26%0.26%Q4 2019Q4 20191
Independent Advisor Alliance 110.17%0.17%0.17%Q4 2019Q4 20191
MADRONA FUNDS, LLC 111.61%1.61%1.61%Q3 2019Q3 20191
Signature Financial Management, Inc. 112.85%2.85%2.85%Q3 2016Q3 20161
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Freedom Investment Management, Inc. 110.07%0.07%0.07%Q1 2013Q1 20131
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Connections Group, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
HNP Capital LLC 110.33%0.33%0.33%Q1 2020Q1 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2018Q1 20181
ALBION FINANCIAL GROUP /UT 110.01%0.01%0.01%Q2 2023Q2 20231
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
MATTERN CAPITAL MANAGEMENT, LLC 110.88%0.88%0.88%Q4 2019Q4 20191
Sound Financial Strategies Group, LLC 116.73%6.73%6.73%Q3 2022Q3 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Interchange Capital Partners, LLC 113.16%3.16%3.16%Q2 2022Q2 20221
Hefty Wealth Partners 110.39%0.39%0.39%Q2 2016Q2 20161
Claro Advisors LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Landmark Wealth Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
CXI Advisors 1123.10%23.10%23.10%Q4 2019Q4 20191
First Command Financial Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
WCG Wealth Advisors LLC 110.06%0.06%0.06%Q3 2022Q3 20221
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q2 2018Q2 20181
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Corbenic Partners LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
IFS Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Coston, McIsaac & Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2019Q4 20191
Price Capital Management, Inc. 1172.49%72.49%72.49%Q2 2017Q2 20171
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2018Q2 20181
ELEVATUS WELATH MANAGEMENT 110.22%0.22%0.22%Q3 2023Q3 20231
AURORA FINANCIAL ADVISORS, LLC 110.46%0.46%0.46%Q4 2017Q4 20171
CLEAR STREET MARKETS LLC 110.04%0.04%0.04%Q4 2017Q4 20171
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q2 2016Q2 20161
Resonant Capital Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Darwin Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Colonial River Wealth Management, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Jackson Wealth Management, LLC 110.08%0.08%0.08%Q3 2015Q3 20151
EVERMAY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Divergent Planning, LLC 110.58%0.58%0.58%Q3 2022Q3 20221
Team Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Placemark Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Fortis Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CERTUITY, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DERBY & COMPANY, INC 110.15%0.15%0.15%Q4 2019Q4 20191
QCI ASSET MANAGEMENT INC/NY 110.01%0.01%0.01%Q2 2019Q2 20191
KAYS FINANCIAL ADVISORY CORP /ADV 110.47%0.47%0.47%Q4 2018Q4 20181
HORIZON FINANCIAL SERVICES, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Cornerstone Financial Partners, LLC 110.14%0.14%0.14%Q3 2016Q3 20161
SMITH HAYES Advisers, Inc 110.09%0.09%0.09%Q1 2016Q1 20161
Security Financial Services, INC. 110.14%0.14%0.14%Q2 2023Q2 20231
Claybrook Capital, LLC 110.35%0.35%0.35%Q4 2018Q4 20181
WFA of San Diego, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CANANDAIGUA NATIONAL BANK & TRUST CO 110.09%0.09%0.09%Q3 2018Q3 20181
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Callan Capital, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Stephens Consulting, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BLACKROCK ADVISORS LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Guidant Wealth Advisors 110.06%0.06%0.06%Q3 2016Q3 20161
FURE FINANCIAL CORP 110.01%0.01%0.01%Q1 2021Q1 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WealthSpring Partners, LLC 110.26%0.26%0.26%Q3 2022Q3 20221
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q3 2016Q3 20161
External links

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