ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3510.00%0.00%0.01%Q2 2013Q3 202387
JANE STREET GROUP, LLC 2430.00%0.01%0.06%Q2 2014Q3 202356
Cutler Group LLC / CA 1110.00%0.00%0.04%Q4 2015Q3 202354
UBS Group AG 36360.00%0.12%0.25%Q4 2014Q3 202345
BANK OF AMERICA CORP /DE/ 42420.00%0.19%0.38%Q2 2013Q3 202344
PRIVATE TRUST CO NA 43430.03%0.33%0.73%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.27%1.64%2.85%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.00%1.00%2.18%Q2 2013Q3 202343
TOMPKINS FINANCIAL CORP 32100.59%3.09%5.79%Q2 2013Q4 202342
Cambridge Investment Research Advisors, Inc. 42420.28%0.65%1.18%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42423.06%5.99%9.51%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.13%0.26%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.10%0.29%0.67%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.13%0.34%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.13%0.34%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.05%5.08%19.27%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.04%0.15%Q2 2013Q3 202342
Ancora Advisors LLC 42420.04%0.10%0.27%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.05%0.44%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.66%2.05%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.56%1.36%Q2 2013Q3 202342
Atria Investments, Inc 42420.11%1.15%2.73%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.04%0.14%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.03%0.05%Q2 2013Q3 202342
Legacy Private Trust Co. 42420.35%1.51%4.71%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 21200.01%0.16%0.37%Q2 2013Q3 202341
Citadel Advisors 1310.00%0.00%0.00%Q2 2014Q3 202341
B. Riley Wealth Advisors, Inc. 24170.04%0.78%2.11%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.02%0.62%2.36%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.06%1.11%2.53%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Choate Investment Advisors 3640.01%1.87%9.72%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40403.07%4.64%6.20%Q4 2013Q3 202340
Mariner, LLC 40400.27%2.01%7.40%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.02%0.33%0.84%Q3 2013Q3 202340
BlackRock Inc. 3550.00%0.02%0.04%Q2 2013Q3 202340
HighTower Advisors, LLC 40400.01%0.07%0.20%Q4 2013Q3 202340
Private Advisor Group, LLC 39390.00%0.64%1.41%Q1 2014Q3 202340
Brinker Capital Investments, LLC 39390.01%0.46%1.67%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.01%0.07%0.14%Q1 2014Q3 202339
Rehmann Capital Advisory Group 2220.04%1.35%4.21%Q2 2013Q3 202339
Creative Planning 3320.00%0.01%0.04%Q3 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 39390.00%0.20%0.47%Q1 2014Q3 202339
FMR LLC 3710.00%0.03%0.17%Q1 2014Q3 202338
SCHMIDT P J INVESTMENT MANAGEMENT INC 2640.06%0.25%0.51%Q2 2013Q3 202338
WOLVERINE TRADING, LLC 1310.00%0.00%0.01%Q2 2016Q3 202338
Lowe Wealth Advisors, LLC 37379.16%12.13%14.37%Q4 2014Q4 202337
Johnson Financial Group, Inc. 37370.00%0.27%1.77%Q3 2014Q3 202337
Stonehearth Capital Management, LLC 37370.37%8.21%15.76%Q4 2014Q4 202337
MANUFACTURERS LIFE INSURANCE COMPANY, THE 37370.00%0.21%0.44%Q3 2014Q3 202337
Allworth Financial LP 37370.05%1.02%6.63%Q3 2014Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.01%0.30%0.57%Q3 2014Q3 202337
ASPIRIANT, LLC 36360.11%0.57%1.67%Q4 2014Q3 202336
Sigma Planning Corp 36360.50%1.10%2.63%Q4 2014Q3 202336
ProVise Management Group, LLC 1950.03%0.06%0.10%Q2 2013Q3 202336
Fragasso Group Inc. 36360.31%3.67%7.39%Q1 2015Q4 202336
Klingman & Associates, LLC 36360.38%1.96%3.41%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.20%0.44%0.56%Q4 2014Q3 202336
M&T BANK CORP 21150.00%0.25%0.88%Q3 2014Q3 202336
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 36360.05%1.14%3.72%Q4 2014Q3 202336
AIMZ Investment Advisors, LLC 36360.25%0.42%1.19%Q4 2014Q3 202336
Community Bank, N.A. 36361.01%2.16%3.89%Q4 2014Q3 202336
STATE STREET CORP 36360.00%0.01%0.02%Q4 2014Q3 202336
TD Capital Management LLC 35350.16%4.69%8.34%Q1 2015Q3 202335
BLAIR WILLIAM & CO/IL 35350.00%0.06%0.34%Q1 2015Q3 202335
Cetera Advisors LLC 35350.13%3.24%6.98%Q1 2015Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.01%0.08%0.30%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.16%0.58%1.44%Q4 2014Q3 202335
COURIER CAPITAL LLC 3410.04%0.17%0.27%Q2 2014Q1 202335
US BANCORP \DE\ 35350.02%0.37%0.70%Q1 2015Q3 202335
VICUS CAPITAL 35350.02%0.48%1.24%Q1 2015Q3 202335
Ledyard National Bank 2010.02%0.04%0.13%Q1 2014Q3 202335
Allianz Asset Management GmbH 24110.00%0.06%0.25%Q4 2014Q3 202335
BROWN ADVISORY INC 3050.00%0.01%0.04%Q3 2014Q3 202335
Bank of New York Mellon Corp 3410.00%0.00%0.03%Q4 2013Q3 202335
MUFG Americas Holdings Corp 35350.00%0.01%0.02%Q1 2014Q3 202235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.68%1.53%Q1 2014Q3 202335
Cypress Capital Group 35350.03%0.17%0.52%Q1 2015Q3 202335
FOSTER DYKEMA CABOT & CO INC/MA 3230.02%2.50%4.16%Q4 2014Q3 202335
Stratos Wealth Partners, LTD. 35350.04%0.94%1.81%Q1 2015Q3 202335
Roof Eidam Maycock Peralta, LLC 35350.47%5.24%8.91%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.00%10.25%14.83%Q2 2013Q4 202135
FAS Wealth Partners, Inc. 34340.57%6.40%26.52%Q2 2015Q3 202334
First Financial Bank - Trust Division 34340.07%0.66%3.14%Q3 2015Q4 202334
Regal Investment Advisors LLC 2210.01%1.12%2.57%Q3 2014Q3 202334
SYNOVUS FINANCIAL CORP 2770.00%0.01%0.03%Q2 2013Q3 202334
COLONY GROUP LLC 2630.04%0.72%1.63%Q1 2014Q3 202334
FIFTH THIRD BANCORP 3310.00%0.08%0.34%Q4 2014Q3 202334
Glovista Investments LLC 3010.03%1.58%7.14%Q1 2014Q3 202334
Concorde Asset Management, LLC 34340.28%1.13%2.82%Q2 2015Q3 202334
PARK AVENUE SECURITIES LLC 34340.01%2.35%6.36%Q2 2015Q3 202334
Drexel Morgan & Co. 33330.42%3.93%6.33%Q2 2013Q2 202133
BESSEMER GROUP INC 3210.00%0.03%0.18%Q2 2013Q3 202333
RFG Advisory, LLC 2220.03%0.98%5.60%Q4 2014Q3 202333
Baird Financial Group, Inc. 33330.01%0.07%0.22%Q3 2015Q3 202333
Gradient Investments LLC 2430.00%0.00%0.01%Q2 2014Q3 202333
REGIONS FINANCIAL CORP 2580.00%0.01%0.06%Q4 2013Q3 202333
MV CAPITAL MANAGEMENT, INC. 33330.18%8.25%17.42%Q3 2015Q3 202333
SECURIAN ASSET MANAGEMENT, INC 33330.24%2.42%3.49%Q3 2015Q3 202333
Harbour Capital Advisors, LLC 1510.06%0.14%0.31%Q2 2013Q4 202333
Brookstone Capital Management 3120.00%4.34%15.36%Q2 2015Q3 202333
Prospera Financial Services Inc 18150.08%0.32%1.50%Q2 2015Q3 202333
PARTHENON LLC 33330.06%0.07%0.08%Q3 2015Q3 202333
Advocacy Wealth Management Services, LLC 32320.01%4.17%16.02%Q4 2015Q3 202332
UMB Bank, n.a. 32320.04%0.19%0.50%Q4 2015Q3 202332
Well Done, LLC 32320.42%3.86%12.10%Q4 2015Q3 202332
Essex Financial Services, Inc. 32320.05%0.52%1.12%Q4 2015Q3 202332
Gerber Kawasaki Wealth & Investment Management 32320.12%2.07%7.13%Q4 2015Q3 202332
Moors & Cabot, Inc. 31310.00%0.12%0.30%Q1 2016Q3 202332
First Heartland Consultants, Inc. 3110.08%0.89%1.58%Q2 2013Q3 202332
Mandatum Life Insurance Co Ltd 32320.81%1.14%1.87%Q4 2015Q3 202332
LS Investment Advisors, LLC 32320.01%0.56%1.61%Q4 2015Q3 202332
Cetera Investment Advisers 32320.12%0.48%1.18%Q4 2015Q3 202332
Friedenthal Financial 32320.51%3.07%8.93%Q4 2015Q3 202332
O'Brien Wealth Partners LLC 32320.15%0.79%4.16%Q4 2015Q3 202332
Arcus Capital Partners, LLC 32320.57%5.51%17.45%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 1810.00%0.00%0.01%Q4 2014Q3 202332
Ausdal Financial Partners, Inc. 32320.04%0.37%1.40%Q4 2015Q3 202332
ASSETMARK, INC 32320.24%0.42%0.50%Q4 2015Q3 202332
Regal Wealth Group, Inc. 32322.85%6.58%11.07%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 610.00%0.16%0.61%Q2 2013Q3 202332
WEALTHSOURCE PARTNERS, LLC 31310.42%1.41%3.74%Q1 2016Q3 202331
First Horizon Advisors, Inc. 31310.01%0.15%0.35%Q1 2016Q3 202331
COMERICA BANK 2910.00%0.18%0.38%Q2 2013Q3 202331
SMITH, MOORE & CO. 31310.66%2.47%4.55%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.15%1.39%2.76%Q1 2016Q3 202331
Focused Wealth Management, Inc 31310.02%0.09%0.26%Q1 2016Q3 202331
Crestwood Advisors Group, LLC 31310.20%0.89%1.57%Q1 2016Q3 202331
FIDUCIARY TRUST CO 21100.01%0.24%1.08%Q1 2014Q3 202331
Clark Capital Management Group, Inc. 2120.05%0.64%2.24%Q4 2014Q3 202331
Tillar-Wenstrup Advisors, LLC 31311.28%6.12%15.42%Q2 2015Q4 202231
WEBSTER BANK, N. A. 31310.05%0.57%3.42%Q1 2016Q3 202331
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 31310.01%0.28%0.95%Q1 2016Q3 202331
Patten Group, Inc. 31310.00%0.11%0.26%Q1 2016Q3 202331
PETTYJOHN, WOOD & WHITE, INC 31310.09%0.10%0.12%Q1 2016Q3 202331
IFP Advisors, Inc 17140.06%0.41%1.18%Q4 2015Q3 202331
CITIZENS FINANCIAL GROUP INC/RI 31310.01%0.59%1.04%Q1 2016Q3 202331
Astor Investment Management LLC 2471.38%7.30%12.79%Q1 2014Q1 202231
Oakworth Capital, Inc. 2740.00%0.01%0.02%Q4 2015Q3 202331
Family Capital Trust Co 31310.51%1.59%2.82%Q1 2016Q3 202331
ARS Wealth Advisors, LLC 31317.60%20.12%28.43%Q4 2013Q2 202131
CWM, LLC 2380.03%0.96%1.78%Q4 2015Q3 202331
J.P. Morgan Private Wealth Advisors LLC 31310.02%0.21%0.61%Q1 2016Q3 202331
Financial Architects, Inc 2520.03%2.46%4.97%Q1 2015Q2 202331
PATTON ALBERTSON MILLER GROUP, LLC 30300.20%1.56%3.25%Q2 2016Q3 202330
OPPENHEIMER & CO INC 2730.01%0.03%0.12%Q1 2016Q3 202330
Capital Analysts, LLC 30300.10%0.69%1.36%Q2 2016Q3 202330
NEXT Financial Group, Inc 30300.02%0.53%1.22%Q3 2014Q4 202130
Jacobi Capital Management LLC 30300.01%0.18%0.32%Q2 2016Q3 202330
StrategIQ Financial Group, LLC 30300.11%0.58%1.74%Q2 2016Q3 202330
WEDBUSH SECURITIES INC 2370.02%0.09%0.25%Q4 2015Q3 202330
PINNACLE ASSOCIATES LTD 2190.00%0.10%0.34%Q1 2016Q3 202330
3D ASSET MANAGEMENT, INC 30300.13%2.73%14.66%Q2 2013Q3 202030
High Falls Advisors, Inc 2910.29%4.97%10.03%Q1 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.03%0.19%0.41%Q2 2016Q3 202330
Partnervest Advisory Services LLC 30300.11%2.53%5.05%Q2 2013Q3 202030
Lido Advisors, LLC 2550.10%0.92%4.16%Q1 2016Q3 202330
Snowden Capital Advisors LLC 2280.25%0.65%1.92%Q1 2016Q3 202330
Cornerstone Wealth Management, LLC 2511.37%2.54%5.46%Q1 2016Q3 202329
SG Americas Securities, LLC 1230.00%0.20%1.83%Q2 2013Q3 202329
Symmetry Partners, LLC 29290.64%2.66%6.96%Q4 2016Q4 202329
Daiwa Securities Group Inc. 29290.00%0.02%0.06%Q3 2016Q3 202329
Kovack Advisors, Inc. 2510.15%0.63%1.56%Q4 2014Q3 202329
V Wealth Advisors LLC 18110.10%0.77%2.45%Q1 2016Q2 202329
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2270.08%1.82%3.95%Q2 2015Q3 202229
Simplicity Solutions, LLC 1370.03%0.50%1.18%Q2 2015Q3 202329
LINCOLN NATIONAL CORP 29290.06%0.32%0.90%Q3 2016Q3 202329
VALLEY NATIONAL ADVISERS INC 29290.00%0.01%0.01%Q3 2016Q3 202329
INVESTMENT PARTNERS, LTD. 29290.07%1.60%3.20%Q3 2016Q3 202329
IHT Wealth Management, LLC 28280.01%0.77%1.78%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.29%0.79%1.51%Q4 2016Q3 202328
MOTCO 1730.00%0.00%0.02%Q4 2014Q3 202328
DEUTSCHE BANK AG\ 2320.00%0.00%0.00%Q3 2013Q3 202328
WINTRUST INVESTMENTS LLC 17110.10%0.99%1.91%Q3 2016Q3 202328
JNBA Financial Advisors 2080.01%0.02%0.19%Q3 2016Q3 202328
NORTHERN TRUST CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
Ridgewood Investments LLC 28280.70%1.30%1.98%Q4 2016Q3 202328
Pinnacle Family Advisors, LLC 28280.20%0.34%0.74%Q4 2016Q3 202328
Banco Santander, S.A. 28280.02%0.12%0.90%Q4 2016Q3 202328
Aveo Capital Partners, LLC 28280.05%0.22%0.54%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.89%2.66%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.21%1.56%4.53%Q4 2016Q3 202328
AE Wealth Management LLC 28280.14%0.61%1.95%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.39%0.88%2.00%Q4 2016Q3 202328
JT Stratford LLC 28280.17%0.51%1.37%Q4 2016Q3 202328
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.02%Q4 2014Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.07%1.56%5.09%Q4 2016Q3 202328
1832 Asset Management L.P. 1710.00%0.01%0.03%Q1 2015Q3 202328
APPLETON PARTNERS INC/MA 28280.03%0.06%0.13%Q1 2017Q4 202328
Day & Ennis, LLC 28280.21%0.98%2.38%Q4 2016Q3 202328
BCM ADVISORS, LLC 28280.14%2.89%20.03%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.57%0.98%1.75%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.07%0.08%0.12%Q1 2016Q4 202228
FIRST NATIONAL TRUST CO 28280.01%0.04%0.07%Q4 2016Q3 202328
CAPTRUST FINANCIAL ADVISORS 28280.06%0.39%1.73%Q4 2016Q3 202328
ARKANSAS FINANCIAL GROUP, INC. 28280.12%1.26%2.08%Q4 2016Q3 202328
Proficio Capital Partners LLC 1940.02%0.13%0.32%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.44%1.40%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.04%0.31%1.35%Q4 2016Q3 202327
TRUST CO OF VERMONT 27270.01%0.01%0.04%Q1 2017Q3 202327
STEPHENS INC /AR/ 27270.03%0.05%0.12%Q1 2017Q3 202327
Moloney Securities Asset Management, LLC 27270.11%0.62%1.07%Q1 2017Q3 202327
BROWN BROTHERS HARRIMAN & CO 27270.00%0.00%0.01%Q1 2017Q3 202327
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2410.01%0.04%0.08%Q3 2016Q3 202327
Estate Counselors, LLC 27270.02%2.29%7.78%Q1 2015Q3 202127
M Holdings Securities, Inc. 2160.04%0.19%0.71%Q2 2016Q2 202327
WHITTIER TRUST CO 2520.02%0.02%0.08%Q2 2016Q3 202327
AJ WEALTH STRATEGIES, LLC 27272.69%5.75%11.07%Q4 2016Q2 202327
EP Wealth Advisors, LLC 2160.03%0.05%0.09%Q1 2016Q3 202327
FIRST HAWAIIAN BANK 27270.01%0.45%1.28%Q1 2017Q3 202327
BANK HAPOALIM BM 15120.02%0.12%0.61%Q1 2014Q4 202127
Venturi Wealth Management, LLC 1980.04%0.14%1.01%Q3 2016Q3 202327
Pacific Center for Financial Services 2433.20%8.38%15.22%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.14%0.78%2.21%Q2 2015Q4 202127
Patriot Financial Group Insurance Agency, LLC 2160.01%0.22%0.57%Q4 2016Q3 202327
Anchor Investment Management, LLC 27270.00%0.02%0.02%Q2 2017Q4 202327
CFO4Life Group, LLC 27270.29%3.09%7.26%Q1 2017Q3 202327
NIPPON LIFE INSURANCE CO 27270.60%4.07%10.76%Q3 2013Q1 202027
NWAM LLC 2510.05%0.26%0.58%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.50%1.03%2.29%Q2 2017Q3 202326
FRANKLIN RESOURCES INC 1880.00%0.01%0.02%Q2 2013Q3 202326
Summit X, LLC 26260.24%0.91%2.40%Q2 2017Q3 202326
Evensky & Katz LLC 26260.00%3.04%4.74%Q2 2013Q3 201926
Ahrens Investment Partners LLC 26262.38%3.90%7.34%Q4 2016Q1 202326
SHELTON CAPITAL MANAGEMENT 26260.01%0.02%0.04%Q2 2017Q3 202326
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2210.00%0.00%0.02%Q3 2013Q1 202226
NewEdge Advisors, LLC 26260.16%0.52%1.20%Q2 2017Q3 202326
JOHNSON INVESTMENT COUNSEL INC 2150.01%0.80%1.19%Q2 2016Q3 202326
Newfound Research LLC 1970.00%0.79%3.10%Q4 2015Q3 202226
PITTENGER & ANDERSON INC 2020.00%0.05%0.10%Q4 2015Q3 202326
Stone House Investment Management, LLC 1881.00%1.74%3.35%Q4 2016Q3 202326
Wealthcare Advisory Partners LLC 26260.05%0.21%0.53%Q2 2017Q3 202326
Barber Financial Group, Inc. 26260.35%1.81%4.77%Q4 2016Q1 202326
WELCH & FORBES LLC 26260.02%0.03%0.04%Q2 2017Q3 202326
Wall Capital Group, Inc. 25250.33%0.99%1.57%Q1 2017Q1 202325
Good Life Advisors, LLC 25250.12%0.47%0.82%Q3 2017Q3 202325
Intellectus Partners, LLC 1960.11%0.63%1.90%Q2 2017Q3 202325
EVERGREEN CAPITAL MANAGEMENT LLC 25250.13%0.20%0.32%Q3 2017Q3 202325
PARSONS CAPITAL MANAGEMENT INC/RI 25250.02%0.08%0.14%Q3 2017Q3 202325
THRIVENT FINANCIAL FOR LUTHERANS 25250.01%0.07%0.24%Q3 2017Q3 202325
DT Investment Partners, LLC 2310.01%0.77%1.09%Q2 2013Q4 202225
ARGI Investment Services, LLC 25252.60%3.66%4.12%Q4 2016Q4 202225
BOKF, NA 1690.00%0.01%0.02%Q2 2017Q3 202325
MCF Advisors LLC 1870.00%0.17%0.43%Q2 2017Q3 202325
Cavalier Investments, LLC 25250.28%2.29%8.82%Q1 2017Q1 202325
L. Roy Papp & Associates, LLP 2320.06%0.50%0.74%Q1 2016Q3 202325
Csenge Advisory Group 25250.40%1.07%1.92%Q3 2017Q3 202325
COMMUNITY TRUST & INVESTMENT CO 2050.03%0.25%1.67%Q1 2017Q3 202325
Valeo Financial Advisors, LLC 25250.01%0.02%0.06%Q3 2017Q3 202325
CIBC Asset Management Inc 1930.00%0.00%0.01%Q2 2013Q4 201925
WEATHERLY ASSET MANAGEMENT L. P. 2230.03%0.08%0.18%Q1 2016Q3 202325
TRUE Private Wealth Advisors 2140.04%2.46%5.47%Q4 2015Q3 202325
WADE G W & INC 24240.22%3.34%6.09%Q4 2017Q3 202324
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2130.63%1.63%3.61%Q2 2017Q3 202324
Ballew Advisors, Inc 24241.59%2.22%3.10%Q4 2017Q3 202324
Trilogy Capital Inc. 24241.26%2.36%3.39%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.14%0.18%0.44%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.28%0.79%1.18%Q4 2017Q3 202324
Horan Securities, Inc. 1160.01%0.06%0.32%Q1 2017Q2 202324
LexAurum Advisors, LLC 24240.10%0.17%0.23%Q4 2017Q3 202324
Santori & Peters, Inc. 24241.88%4.97%8.04%Q4 2017Q3 202324
Smart Money Group LLC 24245.68%9.18%14.27%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.02%0.06%0.16%Q4 2017Q3 202324
Legacy Financial Advisors, Inc. 24248.69%26.25%40.47%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.12%0.23%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.04%0.63%1.94%Q4 2017Q3 202324
Front Row Advisors LLC 24240.02%0.09%0.16%Q4 2017Q3 202324
IBEX WEALTH ADVISORS 2020.96%1.54%2.40%Q3 2016Q4 202224
Vista Private Wealth Partners. LLC 2130.16%1.11%3.84%Q3 2017Q3 202324
Institute for Wealth Management, LLC. 2010.08%1.20%9.68%Q2 2015Q3 202324
Acorn Wealth Advisors, LLC 24243.20%7.58%12.42%Q4 2017Q3 202324
AXA S.A. 24240.00%0.01%0.02%Q4 2013Q3 201924
FINANCIAL LIFE ADVISORS 24242.05%3.35%4.13%Q4 2017Q3 202324
StoneX Group Inc. 1730.08%0.54%2.10%Q3 2016Q3 202324
PFG Advisors 24240.16%1.04%2.90%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.06%0.39%2.28%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.16%1.72%3.23%Q4 2017Q3 202324
Van Hulzen Asset Management, LLC 24240.06%0.44%1.06%Q4 2017Q3 202324
Lee Financial Group Hawaii, Inc. 24240.50%8.57%28.15%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.42%0.77%1.50%Q4 2017Q3 202324
Legacy Capital Partners, Inc. 24240.11%0.29%0.69%Q2 2016Q1 202224
Mascoma Wealth Management LLC 12121.53%7.79%18.18%Q4 2016Q3 202324
Financial Advocates Investment Management 24240.32%1.17%2.01%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.02%0.40%0.88%Q3 2017Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.00%0.00%Q3 2017Q3 202324
QS Investors, LLC 24240.16%0.40%0.76%Q3 2015Q2 202124
Sandy Spring Bank 2040.00%0.00%0.01%Q1 2014Q3 202324
HUNTINGTON NATIONAL BANK 1610.00%0.01%0.04%Q3 2016Q3 202323
Fort Point Capital Partners LLC 23230.22%0.42%0.74%Q1 2018Q3 202323
IFG Advisory, LLC 23230.57%0.98%1.70%Q1 2018Q3 202323
Transamerica Financial Advisors, Inc. 1060.00%0.20%0.95%Q2 2013Q3 202323
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.01%0.04%Q2 2016Q4 202323
Private Wealth Group, LLC 23230.42%1.36%4.47%Q1 2018Q3 202323
Cornell Pochily Investment Advisors, Inc. 2210.10%0.23%0.36%Q4 2017Q3 202323
BOK Financial Private Wealth, Inc. 1810.00%0.04%0.10%Q3 2016Q3 202323
Bridgeworth, LLC 23230.07%0.40%1.65%Q4 2016Q2 202223
BDO Wealth Advisors, LLC 2210.08%0.12%0.20%Q2 2017Q2 202323
COMERICA SECURITIES INC 23230.48%1.57%3.18%Q2 2013Q4 201823
MARINO, STRAM & ASSOCIATES LLC 1490.69%1.21%1.93%Q4 2017Q3 202323
ALLSTATE CORP 2031.59%3.77%9.38%Q2 2013Q4 202223
Veritable, L.P. 730.00%0.03%0.12%Q4 2016Q2 202323
Wharton Business Group, LLC 1210.20%1.00%2.62%Q2 2014Q3 202323
BALDWIN BROTHERS LLC/MA 23230.00%0.01%0.03%Q2 2018Q4 202323
Financial Sense Advisors, Inc. 1850.34%2.20%4.04%Q4 2015Q3 202323
Armbruster Capital Management, Inc. 23230.41%1.70%2.85%Q1 2018Q3 202323
PDS Planning, Inc 2030.08%0.18%0.33%Q4 2017Q3 202323
Summit Trail Advisors, LLC 1490.04%0.33%1.12%Q4 2017Q3 202323
Mount Yale Investment Advisors, LLC 23230.08%0.16%0.28%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.04%0.39%0.84%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.08%0.22%Q1 2017Q3 202323
PLANNING DIRECTIONS INC 23230.64%1.41%1.82%Q1 2018Q3 202323
CALTON & ASSOCIATES, INC. 23230.07%0.91%3.06%Q4 2017Q2 202323
RAYMOND JAMES TRUST N.A. 22220.31%0.59%0.77%Q2 2018Q3 202322
SILVERCREST ASSET MANAGEMENT GROUP LLC 2110.00%0.03%0.09%Q2 2016Q3 202322
HRT FINANCIAL LP 410.02%0.59%4.18%Q2 2015Q3 202322
Sharkey, Howes & Javer 1480.00%4.02%19.50%Q1 2018Q3 202322
CX Institutional 22220.31%1.44%3.53%Q2 2018Q3 202322
Arete Wealth Advisors, LLC 1750.05%0.17%0.54%Q4 2015Q3 202322
Stewardship Financial Advisors, LLC 22223.96%8.77%12.28%Q4 2015Q1 202122
Dorsey & Whitney Trust CO LLC 1660.04%0.05%0.09%Q3 2017Q3 202322
Almanack Investment Partners, LLC. 1710.11%0.86%3.18%Q1 2017Q3 202322
Endurance Wealth Management, Inc. 22220.01%0.01%0.01%Q1 2018Q2 202322
CAMDEN NATIONAL BANK 22220.52%0.75%0.94%Q2 2018Q3 202322
Ameritas Investment Partners, Inc. 2020.00%0.00%0.01%Q4 2014Q1 202322
DAIDO LIFE INSURANCE CO 22220.89%2.48%3.72%Q1 2018Q2 202322
Keystone Financial Group 2020.67%1.83%2.69%Q1 2018Q3 202322
Cypress Wealth Services, LLC 22220.20%0.95%1.54%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.20%1.74%7.42%Q2 2018Q3 202322
Lester Murray Antman dba SimplyRich 1483.87%5.16%7.53%Q4 2017Q2 202322
Icon Wealth Partners, LLC 1930.06%1.05%3.46%Q4 2017Q3 202322
BANK OF NOVA SCOTIA 1120.00%0.04%0.29%Q2 2013Q2 202221
RPg Family Wealth Advisory, LLC 1740.04%0.07%0.33%Q4 2016Q1 202221
BerganKDV Wealth Management, LLC 21210.01%0.01%0.06%Q2 2018Q2 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.26%2.79%8.72%Q4 2017Q4 202221
Jaffetilchin Investment Partners, LLC 2010.04%0.11%0.26%Q1 2017Q3 202321
AlphaMark Advisors, LLC 21210.00%0.00%0.01%Q3 2015Q3 202021
NORTH AMERICAN MANAGEMENT CORP 21211.24%2.01%3.22%Q1 2016Q1 202121
FIFTH THIRD SECURITIES, INC. 1560.06%0.73%2.77%Q2 2018Q3 202321
Sunbelt Securities, Inc. 2010.02%0.15%0.42%Q4 2016Q3 202321
VERITY Wealth Advisors 21211.57%3.26%6.92%Q4 2018Q4 202321
CREDIT SUISSE AG/ 510.00%0.00%0.01%Q2 2013Q2 202121
Smithfield Trust Co 21210.00%0.01%0.01%Q3 2018Q3 202321
Wolf Group Capital Advisors 21210.11%1.07%2.06%Q1 2018Q1 202321
Sound Income Strategies, LLC 1560.00%0.01%0.03%Q4 2017Q3 202321
Hilltop Holdings Inc. 1910.04%0.18%0.95%Q2 2015Q3 202321
Old North State Trust, LLC 21211.34%4.96%11.89%Q3 2018Q3 202321
Montecito Bank & Trust 21210.12%2.37%4.35%Q4 2018Q4 202321
Dakota Wealth Management 21210.07%0.79%1.56%Q3 2018Q3 202321
GW HENSSLER & ASSOCIATES LTD 21210.06%2.46%6.88%Q3 2018Q3 202321
TWO SIGMA INVESTMENTS, LP 21210.00%0.16%0.41%Q3 2018Q3 202321
WealthPLAN Partners, LLC 1420.00%1.00%4.13%Q2 2016Q4 202321
SPC Financial, Inc. 21210.05%0.31%0.48%Q3 2017Q3 202221
First Allied Advisory Services, Inc. 21210.03%0.34%0.92%Q3 2015Q3 202021
BOSTON ADVISORS LLC 1520.00%0.14%0.43%Q2 2013Q3 201921
Pinnacle Wealth Management Advisory Group, LLC 1290.05%0.92%2.87%Q1 2016Q3 202121
AllSquare Wealth Management LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
EFG Asset Management (Americas) Corp. 11100.11%1.31%10.17%Q1 2016Q2 202121
Winslow, Evans & Crocker, Inc. 21210.01%0.15%0.68%Q4 2015Q4 202021
FDx Advisors, Inc. 1110.01%0.62%3.47%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.26%0.95%2.89%Q3 2018Q3 202321
F3Logic, LLC 20200.11%0.99%4.37%Q1 2018Q4 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%1.61%5.83%Q4 2014Q3 201920
BUCKINGHAM STRATEGIC WEALTH, LLC 1910.01%0.02%0.05%Q2 2017Q3 202320
9258 Wealth Management, LLC 20200.28%1.02%1.88%Q4 2018Q3 202320
Tolleson Wealth Management, Inc. 20200.48%10.80%46.71%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.11%0.25%0.68%Q4 2018Q3 202320
Intercontinental Wealth Advisors, LLC 20200.13%0.21%0.51%Q3 2018Q2 202320
Kingsview Wealth Management, LLC 1460.05%0.17%0.40%Q3 2018Q3 202320
TWO SIGMA ADVISERS, LP 1910.01%0.16%0.41%Q2 2013Q3 202320
Cedar Brook Financial Partners, LLC 20200.66%1.19%2.04%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.38%0.54%0.63%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.06%2.06%4.70%Q4 2018Q3 202320
Allred Capital Management, LLC 20201.90%4.30%6.70%Q4 2018Q3 202320
Paragon Wealth Strategies, LLC 1310.00%2.89%13.08%Q4 2016Q4 202220
Executive Wealth Management, LLC 20201.91%4.40%7.72%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20200.04%0.85%1.73%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.56%0.79%1.31%Q4 2018Q3 202320
DUNCKER STREETT & CO INC 20200.01%0.05%0.08%Q4 2018Q3 202320
Claro Advisors LLC 20200.14%0.63%1.10%Q4 2018Q3 202320
Shepherd Financial Partners LLC 20200.22%0.54%1.26%Q4 2018Q3 202320
Garrett Wealth Advisory Group, LLC 20204.44%10.91%15.19%Q4 2018Q3 202320
Outlook Wealth Advisors, LLC 20200.12%1.91%6.20%Q4 2018Q3 202320
TELEMUS CAPITAL, LLC 20200.11%2.07%3.42%Q4 2018Q3 202320
BAINCO INTERNATIONAL INVESTORS 1810.00%0.59%0.96%Q3 2014Q4 202020
Insight Wealth Strategies, LLC 20200.62%3.44%4.88%Q4 2018Q3 202320
Retirement Planning Group, LLC 20200.20%2.87%6.90%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.26%0.73%1.64%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.81%1.17%1.44%Q4 2018Q3 202320
Windsor Wealth Management, Inc. 20200.43%0.99%1.83%Q4 2018Q3 202320
FINANCIAL COUNSELORS INC 1460.01%0.01%0.02%Q1 2017Q3 202320
Pensionmark Financial Group, LLC 20200.81%1.28%1.83%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20200.89%2.79%7.61%Q4 2018Q3 202320
American Portfolios Advisors 20200.06%0.25%0.88%Q4 2017Q3 202220
Tennessee Valley Asset Management Partners 20200.25%5.59%13.03%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.31%0.81%1.04%Q4 2018Q3 202320
MONECO Advisors, LLC 20202.33%5.02%8.48%Q4 2018Q3 202320
MEITAV INVESTMENT HOUSE LTD 1710.01%0.05%0.15%Q2 2018Q3 202320
Black Diamond Financial, LLC 20200.43%0.73%1.18%Q4 2018Q3 202320
Centric Wealth Management 20200.35%0.71%1.33%Q4 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20200.71%1.25%2.31%Q4 2018Q3 202320
PATTEN & PATTEN INC/TN 20200.02%0.04%0.08%Q4 2018Q3 202320
Financial Advisors, LLC 202019.21%24.72%30.35%Q4 2018Q3 202320
Concentrum Wealth Management 20200.51%2.47%3.95%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20201.37%1.76%2.40%Q4 2018Q3 202320
Requisite Capital Management, LLC 20200.13%4.52%9.68%Q4 2018Q3 202320
New England Private Wealth Advisors LLC 20201.58%3.98%7.89%Q4 2018Q3 202320
BRINKER CAPITAL INC 20200.12%0.35%1.45%Q3 2015Q2 202020
Robertson Stephens Wealth Management, LLC 20200.06%0.55%1.43%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.07%0.36%0.83%Q4 2018Q3 202320
Invst, LLC 840.05%0.61%1.20%Q2 2017Q3 202320
Capital Investment Advisory Services, LLC 20200.03%0.31%0.80%Q4 2018Q3 202320
FormulaFolio Investments, LLC 1910.09%0.39%2.25%Q2 2015Q4 202020
Aspire Private Capital, LLC 20200.08%0.59%1.71%Q4 2018Q3 202320
OGOREK ANTHONY JOSEPH /NY/ /ADV 20200.05%4.85%17.55%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.73%3.97%Q4 2018Q3 202320
Archer Investment Corp 20200.11%0.15%0.24%Q4 2018Q3 202320
PRUDENTIAL FINANCIAL INC 20200.00%0.01%0.02%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.06%0.98%4.87%Q4 2018Q3 202320
CreativeOne Wealth, LLC 20200.07%0.49%1.19%Q4 2018Q3 202320
Parker Investment Management, LLC 1730.07%1.64%9.03%Q1 2016Q1 202220
KEYBANK NATIONAL ASSOCIATION/OH 1810.00%0.50%2.11%Q3 2015Q3 202320
MorganRosel Wealth Management, LLC 20200.21%2.07%4.50%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20201.55%3.81%5.55%Q4 2018Q3 202320
COMMERCE BANK 1910.01%0.03%0.05%Q3 2018Q3 202320
Baystate Wealth Management LLC 1550.00%0.04%0.15%Q4 2017Q3 202320
Gladstone Institutional Advisory LLC 20200.46%1.31%2.92%Q4 2018Q3 202320
RHS Financial, LLC 20203.27%4.66%6.77%Q4 2018Q3 202320
Forefront Analytics, LLC 20200.42%0.80%1.26%Q4 2018Q3 202320
TIAA, FSB 1110.00%0.00%0.01%Q2 2017Q2 202319
PEAPACK GLADSTONE FINANCIAL CORP 1810.01%0.01%0.02%Q1 2017Q3 202319
Neuberger Berman Group LLC 930.00%0.00%0.00%Q4 2015Q3 202319
Milestone Advisory Partners 19191.54%2.79%6.16%Q1 2019Q3 202319
Cresset Asset Management, LLC 1450.01%0.07%0.19%Q4 2018Q3 202319
Windham Capital Management, LLC 19190.52%0.95%1.63%Q1 2019Q3 202319
Covington Capital Management 19190.00%0.00%0.01%Q3 2017Q1 202219
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 19190.13%0.24%0.38%Q4 2016Q2 202119
Dynamic Advisor Solutions LLC 1720.02%0.11%0.27%Q1 2018Q1 202319
Private Capital Group, LLC 19190.01%0.06%0.15%Q4 2017Q2 202219
BEESE FULMER INVESTMENT MANAGEMENT, INC. 19190.04%0.06%0.07%Q2 2016Q4 202019
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.03%0.17%0.58%Q1 2019Q3 202319
TRUIST FINANCIAL CORP 1630.01%0.10%0.26%Q2 2016Q3 202319
CAPE COD FIVE CENTS SAVINGS BANK 1270.04%0.09%0.15%Q4 2014Q1 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.56%1.03%1.97%Q1 2019Q3 202319
Bison Wealth, LLC 19190.08%0.26%1.10%Q1 2019Q3 202319
Edge Wealth Management LLC 19190.00%0.20%0.56%Q2 2017Q4 202119
Strategic Blueprint, LLC 19190.19%0.53%0.98%Q1 2019Q3 202319
HBK Sorce Advisory LLC 19190.02%0.04%0.06%Q1 2019Q3 202319
OneDigital Investment Advisors LLC 1810.01%0.30%1.18%Q3 2018Q3 202319
Strategic Investment Advisors / MI 1810.13%1.02%3.63%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.26%0.87%2.52%Q4 2018Q3 202319
Inscription Capital, LLC 19190.03%1.09%2.85%Q1 2019Q3 202319
Essex Savings Bank 1540.07%0.11%0.26%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.03%0.07%Q1 2019Q3 202319
THOROUGHBRED FINANCIAL SERVICES, LLC 1720.16%0.44%0.83%Q4 2018Q3 202319
Rain Capital Management, LLC 1720.18%4.43%18.97%Q2 2016Q3 202319
BRYN MAWR TRUST Co 19190.01%0.02%0.04%Q3 2017Q1 202219
Weaver Consulting Group 19191.27%3.09%6.00%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.36%1.84%2.98%Q3 2018Q3 202319
Merit Financial Group, LLC 19190.06%3.66%17.83%Q1 2019Q3 202319
CIBC WORLD MARKET INC. 1720.00%0.00%0.01%Q2 2016Q3 202319
Stratos Wealth Advisors, LLC 19190.04%0.18%0.59%Q1 2019Q3 202319
SeaCrest Wealth Management, LLC 1120.00%0.04%0.09%Q4 2017Q1 202319
CENTRAL TRUST Co 830.00%0.00%0.00%Q3 2015Q3 202319
COMERICA SECURITIES,INC. 19190.57%1.31%2.08%Q1 2019Q3 202319
STOCK YARDS BANK & TRUST CO 19190.03%0.27%0.87%Q1 2019Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.16%0.57%1.43%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
ANCHOR CAPITAL ADVISORS LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
LCNB CORP 19190.21%1.06%2.83%Q1 2019Q3 202319
Intelligence Driven Advisers, LLC 19190.18%5.67%8.31%Q1 2019Q3 202319
TSFG, LLC 19190.07%0.49%0.79%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.15%0.19%0.27%Q1 2019Q3 202319
Avior Wealth Management, LLC 18180.00%0.30%1.76%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.05%0.14%0.78%Q4 2018Q3 202318
Steinberg Global Asset Management 18182.33%2.79%3.76%Q4 2014Q1 201918
Legacy Bridge, LLC 18180.01%0.04%0.09%Q4 2018Q1 202318
SCOTIA CAPITAL INC. 920.00%0.01%0.05%Q3 2017Q3 202318
Pettinga Financial Advisors LLC 1080.42%4.41%11.67%Q4 2018Q3 202318
Cordatus Wealth Management LLC 1041.18%2.26%5.43%Q4 2018Q3 202318
Visionary Asset Management, Inc. 1510.00%0.19%0.43%Q1 2014Q4 201818
Capital Asset Advisory Services LLC 18181.23%2.87%4.95%Q2 2019Q3 202318
Buckingham Capital Management, Inc. 990.06%0.22%0.50%Q1 2016Q3 202218
RPG Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
Vestmark Advisory Solutions, Inc. 18180.04%0.15%0.32%Q1 2019Q2 202318
CAHILL FINANCIAL ADVISORS INC 18180.06%0.64%1.70%Q2 2019Q3 202318
Strategic Point Investment Advisors, LLC 18180.62%6.36%13.60%Q2 2019Q3 202318
BENJAMIN EDWARDS INC 18180.35%0.98%2.57%Q2 2019Q3 202318
UNITED SERVICES AUTOMOBILE ASSOCIATION 18180.02%0.14%0.28%Q1 2015Q2 201918
Prestige Wealth Management Group LLC 18180.03%1.56%7.69%Q2 2019Q3 202318
Continuum Advisory, LLC 18180.11%0.18%0.33%Q2 2019Q3 202318
Koshinski Asset Management, Inc. 1620.03%0.06%0.23%Q1 2019Q3 202318
Trek Financial, LLC 1080.07%0.27%0.68%Q4 2018Q3 202318
Sound View Wealth Advisors Group, LLC 18180.13%0.37%0.85%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.34%0.92%Q2 2013Q3 201718
Aevitas Wealth Management, Inc. 1110.11%0.16%0.22%Q4 2017Q4 202218
Perigon Wealth Management, LLC 1710.05%0.26%0.42%Q3 2011Q3 202318
Tranquility Partners, LLC 18180.51%0.65%0.84%Q2 2019Q3 202318
Aptus Capital Advisors, LLC 1080.00%0.09%0.29%Q1 2019Q3 202318
Aries Wealth Management 1260.36%0.72%1.02%Q1 2019Q3 202318
Bedel Financial Consulting, Inc. 17170.00%0.00%0.00%Q1 2018Q1 202217
Brickley Wealth Management 17170.65%2.15%2.55%Q3 2019Q3 202317
ALLIANCEBERNSTEIN L.P. 1430.00%0.02%0.04%Q4 2018Q3 202317
Investors Research Corp 1160.00%0.00%0.00%Q2 2019Q3 202317
ROPES WEALTH ADVISORS LLC 1610.00%0.15%0.21%Q1 2017Q2 202317
Physician Wealth Advisors, Inc. 17170.43%1.36%2.50%Q3 2019Q3 202317
6 Meridian 17170.06%0.24%0.71%Q4 2017Q4 202117
Financial Enhancement Group LLC 17170.68%1.51%2.38%Q1 2019Q1 202317
FRG Family Wealth Advisors LLC 17170.32%0.62%1.38%Q3 2019Q3 202317
TWO SIGMA SECURITIES, LLC 610.00%0.19%1.59%Q2 2016Q3 202317
ALTERNA WEALTH MANAGEMENT, INC 980.61%4.65%10.63%Q4 2018Q3 202317
Financial Partners Group, Inc 17172.94%4.21%6.05%Q4 2017Q4 202117
RIVERSEDGE ADVISORS, LLC 17170.06%0.46%0.78%Q2 2019Q2 202317
Sowell Financial Services LLC 1020.12%0.31%1.09%Q4 2018Q3 202317
BFSG, LLC 17170.08%0.51%0.94%Q2 2019Q2 202317
IRON Financial LLC 17171.54%2.51%4.85%Q3 2019Q3 202317
Abbrea Capital, LLC 1070.05%0.07%0.10%Q1 2018Q2 202217
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1510.01%1.73%4.17%Q1 2017Q1 202217
ASSOCIATED BANC-CORP 17170.01%0.02%0.02%Q3 2019Q3 202317
AVIANCE CAPITAL MANAGEMENT, LLC 1160.01%0.38%1.33%Q4 2013Q1 201817
FFT WEALTH MANAGEMENT LLC 17171.44%2.88%5.68%Q3 2019Q3 202317
Lantz Financial LLC 17170.15%0.35%0.59%Q3 2019Q3 202317
Mechanics Bank Trust Department 17170.64%1.13%1.61%Q3 2019Q3 202317
Modus Advisors, LLC 17172.71%3.95%6.40%Q4 2019Q4 202317
COLTON GROOME FINANCIAL ADVISORS, LLC 17170.55%2.40%4.63%Q3 2019Q3 202317
THOMPSON SIEGEL & WALMSLEY LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
FIRST BUSINESS FINANCIAL SERVICES, INC. 17170.14%2.41%8.20%Q3 2019Q3 202317
SUMITOMO MITSUI FINANCIAL GROUP, INC. 17170.00%0.01%0.02%Q3 2019Q3 202317
Castle Rock Wealth Management, LLC 1210.04%0.41%0.90%Q1 2019Q3 202317
KWMG, LLC 17170.54%1.58%2.06%Q3 2019Q3 202317
UBP Investment Advisors SA 1520.38%0.94%1.60%Q4 2017Q1 202217
LifePlan Financial Group, Inc 17170.19%0.80%2.09%Q3 2016Q3 202017
E&G Advisors, LP 17170.10%0.20%0.25%Q3 2019Q3 202317
FOUNDERS FINANCIAL SECURITIES LLC 17170.48%1.10%2.54%Q3 2019Q3 202317
RELIANCE TRUST CO OF DELAWARE 1160.04%0.06%0.08%Q3 2013Q1 201917
WT Wealth Management 17171.02%2.40%5.61%Q3 2019Q3 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.03%0.79%6.39%Q4 2018Q3 202317
MCIA Inc 980.09%1.31%3.72%Q1 2019Q3 202317
Cooper Financial Group 840.09%0.35%1.28%Q4 2018Q3 202317
FineMark National Bank & Trust 1160.01%0.02%0.03%Q2 2019Q3 202317
WBH ADVISORY INC 1430.05%0.12%0.17%Q2 2019Q3 202317
LVZ, Inc. 17170.16%3.90%14.75%Q1 2014Q1 201817
Successful Portfolios LLC 1610.16%0.31%0.47%Q4 2017Q3 202317
KCM INVESTMENT ADVISORS LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
OPUS INVESTMENT MANAGEMENT INC 17170.13%0.87%2.68%Q3 2019Q3 202317
Caprock Group, LLC 17170.04%0.12%0.28%Q3 2019Q3 202317
SIGNET FINANCIAL MANAGEMENT, LLC 1510.04%0.96%2.99%Q2 2019Q3 202316
Austin Private Wealth, LLC 16160.17%0.64%1.29%Q4 2019Q3 202316
Bouchey Financial Group Ltd 16160.06%2.21%6.67%Q4 2019Q3 202316
PSI Advisors, LLC 16161.89%3.58%4.80%Q4 2019Q3 202316
BURNS J W & CO INC/NY 1330.04%0.04%0.05%Q2 2019Q3 202316
Beacon Financial Advisory LLC 16161.05%1.87%2.78%Q4 2019Q3 202316
Claraphi Advisory Network, LLC 1240.08%0.57%1.78%Q4 2017Q3 202216
PFG Private Wealth Management, LLC 16160.25%3.86%12.35%Q4 2019Q3 202316
MBE Wealth Management, LLC 16160.38%2.79%8.86%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16162.97%4.02%5.47%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.35%1.16%5.03%Q4 2019Q3 202316
S&T BANK/PA 16160.05%0.21%0.61%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.54%1.26%2.78%Q4 2017Q3 202116
White Pine Investment CO 16160.96%4.06%4.70%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16162.58%11.92%31.44%Q4 2019Q3 202316
Richard P Slaughter Associates Inc 16160.05%1.61%6.19%Q4 2019Q3 202316
FIRST MANHATTAN CO. LLC. 740.00%0.00%0.00%Q2 2016Q3 202316
McNaughton Wealth Management, LLC 16162.85%8.91%9.87%Q4 2019Q3 202316
BCS Wealth Management 16160.28%0.52%0.75%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.04%0.12%Q4 2019Q3 202316
Horizon Investments, LLC 1150.11%2.74%5.51%Q3 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.17%1.38%Q4 2019Q3 202316
Element Wealth, LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
Eagle Capital Management, LLC 1150.18%1.75%5.78%Q4 2018Q4 202216
Independence Bank of Kentucky 16160.02%0.17%0.51%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.02%Q2 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16164.38%6.78%11.21%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.50%1.10%3.01%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.55%0.70%1.24%Q4 2019Q3 202316
Leelyn Smith, LLC 16166.54%7.23%8.47%Q4 2019Q3 202316
Cypress Wealth Advisors LLC 16160.25%1.24%2.42%Q2 2015Q1 201916
PFS INVESTMENTS INC. 16160.28%1.70%3.44%Q3 2019Q2 202316
DOHJ, LLC 16161.05%3.47%7.86%Q4 2019Q3 202316
Crabel Capital Management, LLC 820.11%0.60%1.09%Q1 2018Q2 202316
TBH Global Asset Management, LLC 16160.22%0.50%1.79%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.11%1.73%3.99%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.15%0.43%1.35%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16160.18%0.37%1.83%Q4 2019Q3 202316
HHM Wealth Advisors, LLC 16160.82%3.24%5.38%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.22%0.48%0.90%Q4 2019Q3 202316
STRINGER ASSET MANAGEMENT, LLC 620.22%6.44%10.82%Q2 2015Q3 202116
Visionary Wealth Advisors 16160.21%0.51%0.90%Q4 2019Q3 202316
Marietta Wealth Management, LLC 16160.09%0.62%0.94%Q2 2019Q1 202316
Kistler-Tiffany Companies, LLC 16160.01%0.01%0.01%Q3 2019Q2 202316
NOVARE CAPITAL MANAGEMENT LLC 16160.04%2.14%3.53%Q1 2019Q4 202216
ROWLANDMILLER & PARTNERS.ADV 16160.07%0.07%0.08%Q1 2020Q4 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.26%0.42%0.70%Q4 2019Q3 202316
Copperleaf Capital, LLC 16160.39%0.93%2.76%Q4 2019Q3 202316
StrongBox Wealth, LLC 16160.25%1.05%3.83%Q1 2020Q4 202316
Wagner Wealth Management, LLC 1240.14%0.30%0.59%Q4 2017Q3 202316
Fieldpoint Private Securities, LLC 16160.24%0.96%1.70%Q3 2018Q2 202216
Portfolio Solutions, LLC 1240.04%0.31%0.94%Q1 2016Q3 202016
Vestcor Inc 16160.03%0.47%1.25%Q4 2019Q3 202316
Halpern Financial, Inc. 161610.52%17.76%21.31%Q4 2019Q3 202316
GeoWealth Management, LLC 1020.11%0.72%3.08%Q2 2019Q3 202316
MA Private Wealth 1420.08%1.98%5.85%Q3 2019Q3 202316
WADDELL & ASSOCIATES, LLC 1060.06%0.11%0.21%Q2 2019Q3 202316
Sovereign Investment Advisors, LLC 161610.54%12.26%16.92%Q4 2019Q3 202316
Empire Life Investments Inc. 16160.07%0.28%0.44%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.05%0.06%0.08%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.38%0.44%0.50%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 16168.29%9.03%9.70%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.37%0.70%1.55%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.06%0.24%0.66%Q4 2019Q3 202316
Provident Wealth Management, LLC 16160.36%2.81%10.34%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16160.68%1.28%2.46%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.24%0.80%2.24%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.87%1.15%1.29%Q4 2019Q3 202316
GFG Capital, LLC 16163.32%4.49%6.44%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.91%1.12%1.38%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.14%0.26%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.20%0.39%0.55%Q4 2019Q3 202316
Spectrum Management Group, LLC 16160.00%0.32%1.07%Q4 2018Q3 202216
SlateStone Wealth, LLC 16160.05%0.09%0.12%Q4 2019Q3 202316
Holloway Wealth Management, LLC 1510.04%0.06%0.19%Q4 2017Q1 202216
Bay Rivers Group 16165.51%6.45%8.42%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.28%0.38%0.85%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16162.86%5.75%11.40%Q4 2019Q3 202316
First Personal Financial Services 710.01%0.04%0.08%Q4 2015Q3 202316
FMA ADVISORY INC 1510.65%1.00%1.25%Q1 2017Q1 202116
OXFORD FINANCIAL GROUP, LTD. LLC 15150.03%0.07%0.32%Q1 2020Q3 202315
HIGH POINT BANK & TRUST CO 15150.07%2.37%4.06%Q2 2013Q4 201615
Smart Portfolios, LLC 510.10%0.46%1.71%Q4 2016Q3 202315
Portfolio Strategies, Inc. 15150.08%7.26%13.40%Q4 2017Q2 202115
SteelPeak Wealth, LLC 870.02%0.44%1.80%Q4 2019Q3 202315
Certified Advisory Corp 1140.05%2.34%3.48%Q4 2017Q4 202115
WJ Wealth Management, LLC 1320.10%1.86%7.74%Q4 2019Q3 202315
Trinity Wealth Management, LLC 1236.95%7.87%9.66%Q4 2019Q3 202315
BlackRock Group LTD 15150.02%0.03%0.04%Q2 2013Q4 201615
QUADRANT CAPITAL GROUP LLC 1110.00%0.01%0.08%Q3 2015Q2 202215
HENGEHOLD CAPITAL MANAGEMENT LLC 15150.03%1.63%6.26%Q2 2019Q4 202215
Cedar Wealth Management, LLC 15150.12%1.33%3.15%Q1 2020Q3 202315
AGF INVESTMENTS INC. 15150.00%0.01%0.02%Q3 2015Q1 201915
Gateway Advisory, LLC 15150.08%8.97%22.87%Q1 2020Q3 202315
Wealth Advisors of Iowa, LLC 15157.10%22.36%51.79%Q1 2020Q3 202315
Advisor Group, Inc. 15150.94%1.47%2.52%Q2 2016Q4 201915
MONETA GROUP INVESTMENT ADVISORS LLC 1210.01%0.02%0.10%Q3 2015Q3 202315
Lincoln Capital LLC 15150.12%0.23%0.26%Q1 2020Q3 202315
AGILIS PARTNERS LLC 1417.40%10.90%13.33%Q4 2019Q3 202315
Retirement Group, LLC 1410.04%0.20%0.79%Q4 2019Q3 202315
Advisory Alpha, LLC 1010.02%0.07%0.13%Q1 2019Q3 202315
MSI Financial Services Inc 15150.12%0.48%1.39%Q2 2013Q4 201615
Grove Bank & Trust 15150.07%0.08%0.11%Q1 2020Q3 202315
CLEAR INVESTMENT RESEARCH, LLC 1210.00%0.05%0.06%Q3 2018Q3 202315
Stuart Chaussee & Associates, Inc. 730.02%22.96%77.48%Q1 2016Q3 202315
Foundations Investment Advisors, LLC 1410.11%0.52%0.89%Q4 2018Q3 202315
J. W. Coons Advisors, LLC 15150.14%0.17%0.20%Q1 2020Q3 202315
Wealth CMT 15152.11%10.07%40.01%Q4 2019Q2 202315
Iowa State Bank 15150.17%0.35%0.53%Q1 2020Q3 202315
SHUFRO ROSE & CO LLC 15150.11%1.22%3.33%Q1 2020Q3 202315
NATIONAL PLANNING CORP 910.01%0.55%1.07%Q2 2013Q4 201715
Ascent Wealth Partners, LLC 15150.07%0.09%0.12%Q1 2020Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.01%0.14%0.18%Q1 2017Q3 202015
Column Capital Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Epstein & White Financial LLC 15150.28%4.64%8.85%Q4 2017Q2 202115
Miracle Mile Advisors, LLC 960.08%4.66%13.41%Q3 2015Q3 202315
Balentine LLC 830.00%0.00%0.01%Q1 2017Q3 202315
Apexium Financial, LP 1050.12%0.33%0.65%Q4 2019Q3 202315
RDA Financial Network 15150.12%0.39%0.92%Q1 2019Q3 202215
Apella Capital, LLC 1230.67%1.26%1.84%Q1 2020Q4 202315
Triton Wealth Management, PLLC 15150.92%1.63%4.71%Q1 2020Q3 202315
SUNTRUST BANKS INC 15150.01%0.03%0.06%Q1 2016Q3 201915
Private Ocean, LLC 1110.00%0.01%0.05%Q1 2018Q3 202315
Beacon Pointe Advisors, LLC 15150.12%0.37%0.73%Q1 2020Q3 202315
First Citizens Financial Corp 1320.29%0.59%1.02%Q4 2019Q3 202315
Verdence Capital Advisors LLC 15150.04%0.07%0.14%Q1 2020Q3 202315
BB&T SECURITIES, LLC 15150.16%0.36%0.81%Q1 2016Q3 201915
OSAIC HOLDINGS, INC. 15150.40%0.68%1.35%Q1 2020Q3 202315
Compagnie Lombard Odier SCmA 870.01%0.05%0.10%Q4 2013Q2 202215
ELEMENT POINTE ADVISORS, LLC 15150.33%3.01%5.10%Q4 2018Q2 202215
TMD & ASSOCIATES, INC 15155.50%7.99%10.63%Q4 2015Q2 201915
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Petix & Botte Co 1230.52%1.06%1.48%Q4 2019Q3 202315
Cassaday & Co Inc. 910.01%4.52%24.85%Q4 2014Q4 202115
Regent Peak Wealth Advisors LLC 1410.09%0.11%0.16%Q4 2019Q3 202315
QP WEALTH MANAGEMENT, LLC 1410.60%2.66%3.92%Q4 2019Q3 202315
Fortis Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.06%0.28%0.49%Q4 2019Q3 202315
Atlas Brown,Inc. 14140.11%0.15%0.19%Q2 2020Q3 202314
Wealth Quarterback LLC 610.26%0.87%1.81%Q1 1987Q3 202314
Mendel Money Management 14140.16%0.18%0.20%Q2 2020Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 810.66%1.66%4.81%Q4 2019Q3 202314
YorkBridge Wealth Partners, LLC 1130.03%0.06%0.22%Q4 2016Q3 202014
W.G. Shaheen & Associates DBA Whitney & Co 1220.01%0.06%0.10%Q2 2018Q3 202214
Soltis Investment Advisors LLC 14140.11%0.35%1.38%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.40%1.12%2.23%Q2 2020Q3 202314
Clearshares LLC 1040.28%3.40%5.23%Q2 2018Q4 202114
INTRUST BANK NA 14140.81%1.68%1.84%Q2 2020Q3 202314
CVA Family Office, LLC 14140.01%0.02%0.04%Q1 2020Q2 202314
ACIMA PRIVATE WEALTH, LLC 14140.08%0.10%0.15%Q4 2018Q1 202214
Fiduciary Group LLC 14140.08%0.08%0.09%Q2 2020Q3 202314
SIMON QUICK ADVISORS, LLC 14140.03%1.71%6.20%Q3 2019Q4 202214
Crewe Advisors LLC 770.00%0.03%0.08%Q4 2017Q3 202314
MACKENZIE FINANCIAL CORP 950.01%0.02%0.05%Q3 2017Q1 202214
SALEM INVESTMENT COUNSELORS INC 14140.00%0.00%0.01%Q2 2020Q3 202314
55I, LLC 14140.17%0.97%2.13%Q2 2019Q3 202214
Mosaic Family Wealth, LLC 14140.08%0.70%1.07%Q3 2018Q4 202114
WRAPMANAGER INC 1310.06%0.44%0.93%Q4 2019Q2 202314
MATHER GROUP, LLC. 1210.01%0.13%0.93%Q2 2013Q3 202314
Evercore Wealth Management, LLC 710.00%0.00%0.01%Q3 2015Q1 202314
PagnatoKarp Partners LLC 14141.07%1.86%2.81%Q4 2016Q1 202014
Kerntke Otto McGlone Wealth Management Group 710.81%1.48%4.11%Q4 2019Q3 202314
WFG Advisors, LP 14140.01%0.02%0.03%Q1 2014Q2 201714
FCA CORP /TX 1310.06%0.08%0.11%Q4 2019Q3 202314
Integrated Advisors Network LLC 14140.07%0.32%1.97%Q2 2020Q3 202314
Hardy Reed LLC 1220.04%0.42%0.97%Q1 2019Q1 202314
Parkside Financial Bank & Trust 830.01%0.03%0.08%Q1 2016Q3 202314
Avidian Wealth Solutions, LLC 860.04%0.09%0.19%Q3 2019Q3 202314
COZAD ASSET MANAGEMENT INC 14140.53%0.80%1.50%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.39%0.66%1.24%Q4 2019Q3 202314
Lionsbridge Wealth Management LLC 14141.60%3.42%4.93%Q4 2019Q1 202314
Hanlon Investment Management, Inc. 810.02%0.12%0.50%Q1 2019Q3 202314
Berman Capital Advisors, LLC 14140.00%0.46%3.69%Q4 2017Q1 202114
Radnor Capital Management, LLC 1220.06%0.14%0.27%Q1 2020Q3 202314
Truvestments Capital LLC 420.00%0.07%0.26%Q2 2018Q2 202314
Global Financial Private Capital, Inc 14140.23%2.12%3.34%Q1 2017Q2 202014
Atlas Private Wealth Advisors 14140.45%1.95%3.41%Q2 2020Q3 202314
Southern Wealth Management, LLP 14141.86%3.30%9.46%Q4 2019Q1 202314
Rosenberg Matthew Hamilton 14140.01%0.08%0.15%Q2 2020Q3 202314
Cerity Partners LLC 1220.01%0.13%0.71%Q3 2019Q3 202314
SHEETS SMITH WEALTH MANAGEMENT 860.01%0.13%0.30%Q1 2020Q3 202314
Global Trust Asset Management, LLC 1210.00%1.49%2.58%Q4 2017Q3 202214
BlackRock Investment Management, LLC 14140.00%0.03%0.14%Q3 2013Q4 201614
PAX Financial Group, LLC 860.59%1.09%2.16%Q4 2019Q3 202314
Ford Financial Group, LLC 1310.00%1.88%3.68%Q4 2017Q2 202214
Family Legacy, Inc. 1310.46%0.68%0.80%Q2 2017Q4 202014
Financial Gravity Asset Management, Inc. 830.01%0.10%0.28%Q3 2019Q3 202314
Laidlaw Wealth Management LLC 13130.53%1.02%1.39%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.04%0.06%Q3 2020Q3 202313
Meristem Family Wealth, LLC 13130.08%0.17%0.34%Q1 2019Q1 202213
BARCLAYS PLC 620.00%0.00%0.01%Q3 2018Q3 202313
ONE Advisory Partners, LLC 850.30%2.42%4.34%Q2 2020Q3 202313
Schwab Charitable Fund 1120.11%0.65%1.48%Q1 2019Q1 202313
TimeScale Financial, Inc. 1120.00%0.11%0.29%Q4 2018Q2 202313
Kestra Advisory Services, LLC 13130.22%0.42%0.88%Q3 2020Q3 202313
Hoese & Co LLP 13132.29%3.49%4.35%Q4 2020Q4 202313
NORTHSTAR INVESTMENT ADVISORS LLC 13130.04%0.06%0.08%Q3 2017Q3 202013
BBVA USA Bancshares, Inc. 13130.03%0.15%0.25%Q4 2016Q4 201913
Apollon Wealth Management, LLC 1110.03%0.37%0.58%Q2 2019Q3 202313
Qube Research & Technologies Ltd 620.00%0.20%0.57%Q4 2019Q3 202313
GSB Wealth Management, LLC 13130.08%0.39%1.74%Q3 2020Q3 202313
Foster Victor Wealth Advisors, LLC 710.03%0.09%0.22%Q4 2018Q1 202313
Laurel Wealth Advisors, Inc. 13130.03%0.32%1.74%Q4 2019Q4 202213
PACIFIC SUN FINANCIAL CORP 610.16%0.19%0.23%Q2 2018Q2 202313
Regent Investment Management LLC 13130.08%0.09%0.10%Q4 2019Q4 202213
Founders Financial Alliance, LLC 13130.13%0.17%0.21%Q3 2020Q3 202313
GPS Wealth Strategies Group, LLC 13131.81%2.37%3.64%Q3 2020Q3 202313
GYL FINANCIAL SYNERGIES, LLC 13130.21%0.48%0.63%Q4 2018Q4 202113
Polaris Wealth Advisory Group, LLC 610.00%0.44%1.07%Q2 2017Q3 202313
Leicht Financial Planning & Wealth Management, Inc. 850.18%2.70%9.97%Q4 2016Q1 202013
Ferris Capital, LLC 1030.52%0.98%1.81%Q4 2018Q1 202213
Sequoia Financial Advisors, LLC 820.01%0.02%0.08%Q2 2016Q3 202313
Fluent Financial, LLC 1030.10%1.09%6.34%Q4 2017Q3 202313
Key FInancial Inc 1210.01%0.03%0.06%Q1 2020Q3 202313
NAPLES GLOBAL ADVISORS, LLC 1210.05%0.06%0.07%Q1 2017Q2 202013
BRIGHTON JONES LLC 1110.02%0.02%0.05%Q3 2017Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.19%0.79%Q3 2020Q3 202313
MOODY NATIONAL BANK TRUST DIVISION 13130.15%0.23%0.27%Q3 2018Q3 202113
TRANSCEND CAPITAL ADVISORS, LLC 13130.12%0.17%0.33%Q3 2020Q3 202313
WASHINGTON TRUST Co 13130.00%0.01%0.01%Q3 2020Q3 202313
Selective Wealth Management, Inc. 1110.03%0.12%0.26%Q4 2019Q2 202313
Tortoise Investment Management, LLC 1210.00%0.00%0.03%Q1 2016Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13138.81%10.59%12.84%Q4 2018Q4 202113
Dana Investment Advisors, Inc. 760.01%0.04%0.12%Q3 2019Q3 202313
Wealthquest Corp 850.19%1.33%3.14%Q4 2018Q1 202213
OLD NATIONAL BANCORP /IN/ 13130.01%0.05%0.10%Q4 2017Q4 202013
HL FINANCIAL SERVICES LLC 850.04%0.15%0.55%Q4 2015Q1 201913
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 13130.15%0.48%1.28%Q4 2013Q4 201613
Investors Capital Advisory Services 13130.04%0.07%0.10%Q2 2013Q2 201613
Personal Wealth Partners 131318.48%23.57%27.82%Q1 2019Q1 202213
SVB WEALTH LLC 13130.00%0.01%0.06%Q3 2020Q3 202313
Blue Chip Partners, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
CGN Advisors LLC 13130.15%0.36%0.52%Q4 2020Q4 202313
Allen Capital Group, LLC 1210.04%4.30%6.34%Q4 2019Q1 202313
SIMPLEX TRADING, LLC 310.00%0.01%0.05%Q4 2015Q1 202213
Price Wealth, LLC 12120.04%0.15%1.37%Q4 2017Q3 202012
Winthrop Advisory Group LLC 12120.03%0.09%0.23%Q3 2020Q2 202312
Psagot Value Holdings Ltd. 930.00%0.02%0.07%Q2 2016Q1 202012
Archford Capital Strategies, LLC 12120.06%0.14%0.22%Q4 2020Q3 202312
ADE, LLC 12123.74%5.28%6.74%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.10%0.14%Q4 2020Q3 202312
Center For Asset Management LLC 12121.06%1.20%1.38%Q4 2020Q3 202312
Wells Financial Advisors INC 12125.44%10.36%23.73%Q4 2020Q3 202312
WELLINGTON MANAGEMENT GROUP LLP 630.00%0.00%0.01%Q2 2014Q3 202012
PINNACLE FINANCIAL PARTNERS INC 910.01%0.13%0.46%Q2 2017Q4 202112
Safeguard Investment Advisory Group, LLC 12121.04%2.81%6.78%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.04%0.10%0.39%Q4 2020Q3 202312
NORTHSTAR WEALTH PARTNERS LLC 750.11%0.50%0.73%Q1 2017Q2 202012
Orion Capital Management LLC 12120.47%1.05%1.68%Q4 2020Q3 202312
Syverson Strege & Co 12121.61%9.76%25.89%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12121.70%2.98%3.95%Q4 2020Q3 202312
One Wealth Advisors, LLC 12120.19%2.01%4.86%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.72%1.11%2.08%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.49%1.27%2.16%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.22%0.76%1.50%Q1 2019Q1 202212
Altus Wealth Group LLC 12123.81%4.44%5.58%Q4 2020Q3 202312
Round Rock Advisors, LLC 12121.56%3.32%10.97%Q4 2020Q3 202312
Hayden Royal, LLC 1110.14%0.28%0.56%Q4 2018Q4 202112
Levy Wealth Management Group, LLC 12120.64%1.47%4.52%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.21%0.48%0.69%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.90%2.20%3.48%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12121.17%1.52%2.20%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.19%0.21%0.27%Q4 2020Q3 202312
Ellevest, Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
Charter Oak Capital Management, LLC 12120.04%0.08%0.14%Q4 2020Q3 202312
Capstone Triton Financial Group, LLC 12120.17%0.25%0.67%Q4 2020Q3 202312
Vigilare Wealth Management 12120.31%1.25%3.22%Q4 2019Q3 202212
SigFig Wealth Management, LLC 840.02%0.08%0.27%Q2 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.03%0.14%Q2 2013Q1 201612
Everhart Financial Group, Inc. 12120.24%0.40%0.71%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.26%0.95%4.15%Q4 2020Q3 202312
GUYASUTA INVESTMENT ADVISORS INC 12120.03%0.04%0.04%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.11%0.14%0.17%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.08%0.37%1.65%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12121.03%1.79%2.33%Q4 2020Q3 202312
Altium Wealth Management LLC 930.01%0.09%0.23%Q4 2017Q2 202212
BCGM Wealth Management, LLC 12120.57%0.90%1.25%Q4 2020Q3 202312
Tacita Capital Inc 12123.78%4.51%4.96%Q4 2020Q3 202312
Secrest Blakey & Associates, LLC 12120.76%2.67%6.60%Q4 2017Q3 202012
Summit Financial, LLC 12120.02%0.04%0.07%Q4 2020Q3 202312
Intrua Financial, LLC 12120.16%0.94%1.54%Q2 2020Q1 202312
Tradition Wealth Management, LLC 12120.22%0.45%0.93%Q4 2020Q3 202312
Renasant Bank 12120.89%1.16%1.42%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 810.00%0.01%0.02%Q1 2017Q3 202312
Prime Capital Investment Advisors, LLC 1010.02%0.02%0.07%Q2 2018Q3 202312
Berger Financial Group, Inc 12120.16%0.34%0.56%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 510.01%0.16%0.54%Q3 2016Q2 202312
Veery Capital, LLC 12120.38%0.41%0.45%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.43%0.74%1.09%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.43%1.10%2.39%Q4 2018Q3 202112
Capital Planning LLC 12122.41%2.76%3.19%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.24%0.31%0.40%Q4 2020Q3 202312
AlphaStar Capital Management, LLC 12120.07%0.37%0.63%Q3 2019Q2 202212
SFMG, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.26%1.41%3.96%Q4 2020Q3 202312
ACT Advisors, LLC. 12121.36%4.12%24.46%Q4 2020Q3 202312
DOWLING & YAHNKE LLC 1020.02%0.03%0.07%Q3 2019Q3 202212
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.17%0.31%0.60%Q4 2018Q3 202112
Fountainhead AM, LLC 12120.21%0.33%0.43%Q4 2020Q3 202312
Capital Wealth Alliance, LLC 1110.00%0.31%0.43%Q4 2019Q4 202212
Principle Wealth Partners LLC 1110.02%0.09%0.28%Q4 2018Q4 202112
GenTrust, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
AGF Investments LLC 12120.00%0.00%0.01%Q1 2018Q4 202012
FINANCIAL MANAGEMENT NETWORK INC 12120.18%0.66%1.09%Q4 2020Q3 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.06%7.62%23.94%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.22%0.41%0.64%Q4 2015Q3 201812
Wealth Management Partners, LLC 12121.76%2.92%3.69%Q4 2020Q3 202312
PFM Asset Management LLC 12120.37%1.89%5.15%Q4 2018Q3 202112
Fisher Asset Management, LLC 510.00%0.00%0.00%Q3 2018Q3 202312
4J Wealth Management LLC 12120.63%0.82%1.23%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12124.88%6.46%11.41%Q4 2020Q3 202312
Sanchez Wealth Management Group 12120.62%5.59%9.14%Q4 2017Q3 202012
ANDERSON HOAGLAND & CO 12120.63%1.17%1.75%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12122.17%2.95%3.98%Q4 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.36%2.02%4.00%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.17%0.96%1.92%Q4 2020Q3 202312
Horst & Graben Wealth Management LLC 840.38%1.10%2.27%Q2 2020Q3 202312
Bellwether Advisors, LLC 12122.02%3.13%4.95%Q4 2020Q3 202312
Alexandria Capital, LLC 12120.00%0.00%0.00%Q2 2013Q1 201612
ETF Portfolio Partners, Inc. 12120.21%2.96%4.02%Q1 2020Q4 202212
Aurora Private Wealth, Inc. 12120.26%0.31%0.43%Q4 2019Q3 202212
VisionPoint Advisory Group, LLC 1110.00%7.63%24.46%Q4 2018Q3 202312
HOWE & RUSLING INC 720.00%0.00%0.02%Q3 2019Q3 202312
PROVIDA PENSION FUND ADMINISTRATOR 12120.17%0.57%1.76%Q3 2019Q2 202212
PEOPLES FINANCIAL SERVICES CORP. 1110.01%0.01%0.02%Q4 2017Q1 202212
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.03%Q4 2020Q3 202312
MAI Capital Management 12120.08%0.21%0.38%Q4 2020Q3 202312
Beaumont Financial Partners, LLC 1020.02%0.39%0.84%Q2 2019Q3 202212
Carmichael Hill & Associates, Inc. 12120.01%0.06%0.24%Q4 2019Q3 202212
Summit Wealth Group, LLC 12120.13%8.63%14.65%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12125.85%7.83%9.13%Q4 2020Q3 202312
Efficient Advisors, LLC 12120.02%0.15%0.29%Q4 2018Q3 202112
Diversified, LLC 12120.70%1.07%1.44%Q4 2020Q3 202312
Truadvice, LLC 930.10%0.35%0.61%Q3 2020Q3 202312
MCDONALD PARTNERS LLC 12120.26%0.82%6.53%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.40%0.61%0.94%Q4 2020Q3 202312
IRONWOOD WEALTH MANAGEMENT, INC. 12128.61%11.63%20.66%Q4 2020Q3 202312
Calamos Wealth Management LLC 11110.26%0.43%0.56%Q1 2021Q3 202311
Minot Wealth Management LLC 11110.65%1.00%1.88%Q4 2019Q2 202211
Pallas Capital Advisors LLC 11110.12%0.28%0.85%Q1 2021Q3 202311
Jackson Hole Capital Partners, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.19%0.36%0.46%Q1 2021Q3 202311
PEDDOCK CAPITAL ADVISORS, LLC 11110.30%0.36%0.41%Q1 2021Q3 202311
CENTRAL BANK & TRUST CO 910.00%0.51%1.76%Q1 2018Q4 202111
TRUEWEALTH LLC 11110.07%0.08%0.08%Q4 2017Q2 202011
SCS Capital Management LLC 1010.04%1.07%2.41%Q2 2018Q4 202111
Lumature Wealth Partners, LLC 11110.08%0.20%0.73%Q4 2020Q2 202311
Raab & Moskowitz Asset Management LLC 610.07%0.09%0.13%Q4 2018Q1 202211
UBS ASSET MANAGEMENT AMERICAS INC 1010.00%0.00%0.00%Q2 2017Q3 202011
MANAGED ACCOUNT SERVICES INC 11110.06%0.09%0.12%Q1 2019Q3 202111
MTM Investment Management, LLC 740.10%0.11%0.12%Q4 2020Q3 202311
Prostatis Group LLC 1010.27%3.66%8.10%Q4 2019Q2 202311
Symphony Financial, Ltd. Co. 920.09%0.86%2.99%Q1 2020Q3 202311
Strategic Wealth Partners, Ltd. 1010.00%0.12%0.23%Q4 2017Q3 202211
PACIFIC FINANCIAL GROUP INC 810.04%3.69%5.75%Q2 2013Q3 202011
Ruggie Capital Group 1010.25%0.85%1.48%Q4 2016Q3 201911
REILLY FINANCIAL ADVISORS, LLC 11110.00%0.00%0.00%Q1 2017Q3 201911
Livingston Group Asset Management CO (operating as Southport Capital Management) 1010.06%0.45%0.76%Q2 2013Q1 202211
Cribstone Capital Management, LLC 1010.01%0.02%0.04%Q3 2016Q1 202011
MEANS INVESTMENT CO., INC. 11110.06%0.08%0.09%Q1 2019Q3 202111
Johnson Bixby & Associates, LLC 11110.06%0.11%0.33%Q4 2020Q2 202311
CORRADO ADVISORS, LLC 1010.00%0.75%2.38%Q3 2019Q4 202211
OPTIMUM INVESTMENT ADVISORS 11110.01%0.01%0.01%Q1 2018Q3 202011
Lehman & Derafelo Financial Resources LLC 620.00%0.00%0.00%Q4 2018Q3 202211
EQ LLC 11110.48%1.05%1.71%Q4 2020Q2 202311
Peterson Wealth Advisors, LLC 920.07%0.09%0.13%Q3 2019Q3 202211
Spire Wealth Management 11110.22%0.43%0.64%Q1 2021Q3 202311
Stokes Family Office, LLC 11110.05%1.13%2.70%Q1 2021Q3 202311
Benedetti & Gucer, Inc. 11110.12%0.26%0.74%Q1 2021Q3 202311
D'Orazio & Associates, Inc. 11110.08%0.10%0.14%Q4 2017Q2 202011
INVESTMENT CENTERS OF AMERICA INC 11110.10%0.16%0.20%Q1 2015Q3 201711
Private Wealth Advisors, LLC 11110.59%0.86%1.29%Q1 2019Q3 202111
Hirtle Callaghan & Co LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
Virtu Financial LLC 210.03%0.10%0.24%Q2 2013Q2 201911
Cassia Capital Partners, LLC 8317.50%20.42%23.80%Q4 2020Q3 202311
FLC Capital Advisors 11110.15%0.51%1.04%Q1 2020Q3 202211
Summit Global Investments 11110.48%0.90%1.24%Q1 2021Q3 202311
Elo Mutual Pension Insurance Co 11113.68%7.12%9.61%Q1 2018Q3 202011
HYA Advisors, Inc 11111.66%2.37%2.97%Q4 2019Q2 202211
Greenwich Wealth Management LLC 11110.04%0.13%0.33%Q2 2019Q4 202111
WESCAP Management Group, Inc. 11110.07%0.09%0.10%Q1 2021Q3 202311
Trexquant Investment LP 610.02%0.10%0.24%Q3 2019Q3 202311
Mirae Asset Global Investments Co., Ltd. 920.00%0.02%0.03%Q1 2019Q3 202311
Jefferies Group LLC 720.00%0.01%0.02%Q2 2015Q2 202011
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.10%0.11%0.13%Q4 2018Q2 202111
Stewardship Advisors, LLC 11110.14%0.63%5.29%Q4 2019Q2 202211
Manning & Napier Group, LLC 11110.07%0.13%0.16%Q1 2021Q3 202311
Centerpoint Advisors, LLC 740.00%0.01%0.03%Q4 2018Q3 202311
Pinnacle Bancorp, Inc. 910.01%0.13%0.21%Q1 2017Q1 202311
Sumitomo Mitsui Trust Holdings, Inc. 1010.00%0.00%0.00%Q4 2015Q3 201811
Sequent Asset Management, LLC 11110.47%4.43%7.44%Q1 2021Q3 202311
CIDEL ASSET MANAGEMENT INC 11110.02%0.03%0.03%Q1 2021Q3 202311
Foster Group, Inc. 11110.06%0.13%0.17%Q1 2021Q3 202311
MISSION WEALTH MANAGEMENT, LP 1010.01%0.02%0.02%Q2 2020Q3 202311
EMFO, LLC 10100.50%0.57%0.64%Q2 2021Q3 202310
Bond & Devick Financial Network, Inc. 10100.15%0.20%0.27%Q4 2020Q1 202310
Legacy Wealth Planning, LLC 10100.37%7.20%16.46%Q4 2019Q1 202210
Haverford Trust Co 10100.04%0.07%0.08%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.00%0.15%0.54%Q4 2020Q1 202310
TFO Wealth Partners, LLC 640.00%0.01%0.01%Q2 2020Q3 202310
Global Wealth Management Investment Advisory, Inc. 10100.00%0.05%0.27%Q4 2018Q1 202110
Homrich & Berg 10100.01%0.01%0.02%Q2 2019Q3 202110
Signature Wealth Management Partners, LLC 10100.20%0.28%0.48%Q4 2020Q1 202310
CFS Investment Advisory Services, LLC 910.45%1.27%2.06%Q4 2020Q3 202310
Advisor Resource Council 10100.16%0.43%0.82%Q2 2021Q3 202310
Snider Financial Group 10102.54%2.75%3.04%Q2 2021Q3 202310
FIRETHORN WEALTH PARTNERS, LLC 820.67%1.10%1.52%Q4 2020Q3 202310
Wambolt & Associates, LLC 10100.08%0.09%0.10%Q2 2021Q3 202310
RIDGECREST WEALTH PARTNERS, LLC 10100.23%0.31%0.36%Q2 2021Q3 202310
TRUST DEPARTMENT MB FINANCIAL BANK N A 640.00%0.01%0.01%Q2 2014Q1 201910
Glenview Trust Co 710.01%0.01%0.01%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.18%0.44%0.67%Q1 2021Q3 202310
CULLEN/FROST BANKERS, INC. 610.00%0.00%0.00%Q1 2019Q3 202310
Sonora Investment Management, LLC 910.00%0.00%0.01%Q1 2016Q3 202110
Wealth Alliance 820.08%0.36%0.60%Q4 2020Q3 202310
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.08%0.24%Q1 2016Q3 202310
Peak Capital Management LLC 10102.08%3.25%3.72%Q2 2017Q3 201910
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Hefty Wealth Partners 10100.56%2.86%4.50%Q4 2015Q1 201810
HOWARD FINANCIAL SERVICES, LTD. 10100.06%0.08%0.09%Q1 2021Q2 202310
HEADINVEST, LLC 10100.10%0.11%0.12%Q2 2021Q3 202310
Fermata Advisors, LLC 910.11%0.18%0.28%Q1 2021Q3 202310
TOWNSQUARE CAPITAL LLC 10100.01%0.03%0.13%Q2 2021Q3 202310
BANK OF HAWAII 10100.04%0.20%0.70%Q3 2016Q4 201810
Hoxton Financial, Inc. 10100.02%0.21%0.39%Q4 2013Q1 201610
Lee Financial Co 10100.00%0.01%0.01%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 820.03%0.06%0.10%Q4 2020Q3 202310
Advisors Capital Management, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
Realta Investment Advisors 420.02%0.07%0.12%Q1 2019Q3 202310
Spectrum Planning & Advisory Services Inc. 820.41%1.38%2.86%Q4 2020Q3 202310
INVESTMENT SECURITY GROUP INC /CO/ /ADV 10100.32%0.40%0.46%Q2 2019Q3 202110
MONEY CONCEPTS CAPITAL CORP 820.39%0.78%1.34%Q4 2020Q3 202310
Bank Pictet & Cie (Europe) AG 10100.12%0.14%0.17%Q3 2020Q4 202210
EVERMAY WEALTH MANAGEMENT LLC 10100.04%0.07%0.08%Q2 2021Q3 202310
Select Asset Management & Trust 730.14%3.49%12.56%Q4 2014Q3 202310
Fiduciary Trust Co International of Pennsylvania 510.24%0.52%1.04%Q2 2016Q1 202010
Meridian Wealth Management, LLC 610.03%0.08%0.17%Q2 2019Q3 202310
Connecticut Wealth Management, LLC 640.02%0.03%0.03%Q3 2019Q1 202210
Sowa Financial Group, Inc. 10100.36%0.52%0.92%Q4 2019Q1 202210
Opes Wealth Management LLC 710.07%1.22%3.09%Q1 2019Q1 202210
STRATEGY ASSET MANAGERS LLC 710.04%0.21%0.34%Q4 2019Q3 202310
BNP PARIBAS FINANCIAL MARKETS 510.00%0.00%0.01%Q2 2017Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Howard Capital Management Inc. 910.06%0.29%0.74%Q4 2019Q2 202210
Derbend Asset Management 10100.16%0.66%1.47%Q2 2021Q3 202310
CUE ADVISORY SERVICES, INC. 10100.19%0.23%0.28%Q2 2016Q3 201810
VIVID FINANCIAL MANAGEMENT, INC. 990.54%1.34%2.34%Q4 2019Q4 20219
PATRON PARTNERS, LLC 720.15%0.19%0.30%Q4 2020Q1 20239
CRA Financial Services, LLC 810.08%0.09%0.12%Q4 2019Q1 20229
COUNTRY TRUST BANK 810.00%0.00%0.00%Q2 2018Q4 20229
Capital Market Strategies LLC 991.26%1.51%2.51%Q4 2021Q4 20239
jvl associates llc 720.20%0.22%0.25%Q2 2018Q3 20209
Berkshire Money Management, Inc. 520.36%2.24%5.71%Q2 2016Q3 20229
PRW Wealth Management LLC 810.15%3.58%8.65%Q4 2018Q2 20219
Capital Directions Investment Advisors, LLC 410.00%0.01%0.02%Q4 2018Q4 20229
Arlington Partners LLC 540.00%0.11%0.28%Q1 2019Q3 20239
DUBUQUE BANK & TRUST CO 540.00%0.10%0.28%Q4 2017Q3 20239
Valmark Advisers, Inc. 990.07%0.29%0.36%Q3 2021Q3 20239
Financial Insights, Inc. 510.12%0.21%0.28%Q3 2019Q4 20229
HawsGoodwin Investment Management LLC 990.74%1.59%2.80%Q4 2019Q4 20219
Hamilton Wealth, LLC 990.22%0.75%3.11%Q4 2018Q4 20209
Savior LLC 720.00%0.02%0.17%Q4 2019Q1 20229
Sunflower Bank, N.A. 990.05%0.07%0.12%Q2 2020Q2 20229
Keel Point, LLC 990.07%0.12%0.19%Q3 2021Q3 20239
Kowal Investment Group, LLC 540.05%0.09%0.17%Q4 2020Q1 20239
Investors Financial Group, LLC 990.52%0.84%1.30%Q4 2019Q4 20219
Janney Capital Management LLC 990.03%0.04%0.07%Q4 2018Q4 20209
MMA ASSET MANAGEMENT LLC 810.21%0.70%4.18%Q4 2020Q3 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.02%0.15%0.40%Q2 2020Q1 20239
Agate Pass Investment Management, LLC 990.24%0.27%0.29%Q4 2021Q4 20239
Arkfeld Wealth Strategies, L.L.C. 540.12%0.16%0.22%Q2 2021Q3 20239
Cordasco Financial Network 990.00%0.00%0.00%Q2 2020Q2 20229
Shamrock Asset Management LLC 630.03%0.32%0.88%Q3 2015Q3 20199
MATTERN CAPITAL MANAGEMENT, LLC 990.04%0.28%1.63%Q4 2019Q4 20219
Gibraltar Capital Management, Inc. 990.19%4.00%12.28%Q3 2019Q3 20219
McElhenny Sheffield Capital Management, LLC 990.10%0.13%0.19%Q3 2021Q3 20239
Bartlett & Co. LLC 810.00%0.00%0.01%Q3 2021Q4 20239
VERUS CAPITAL PARTNERS, LLC 720.53%1.27%2.15%Q4 2019Q3 20239
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 810.22%1.13%2.23%Q1 2021Q3 20239
DONALDSON CAPITAL MANAGEMENT, LLC 720.02%0.04%0.05%Q2 2015Q3 20239
FLAGSTAR ADVISORS INC 990.15%0.27%0.43%Q3 2021Q3 20239
HILLTOP WEALTH ADVISORS, LLC 997.14%8.50%10.73%Q4 2019Q4 20219
Tuttle Capital Management, LLC 510.45%2.51%5.17%Q4 2014Q4 20209
Lloyd Advisory Services, LLC. 720.12%0.58%1.90%Q4 2019Q1 20229
Nikulski Financial, Inc. 710.08%0.32%0.47%Q3 2018Q2 20239
TCI Wealth Advisors, Inc. 310.00%0.01%0.03%Q2 2017Q1 20239
JFS WEALTH ADVISORS, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Moisand Fitzgerald Tamayo, LLC 610.00%0.01%0.01%Q3 2017Q3 20239
Rollins Financial 630.08%0.31%0.76%Q4 2020Q1 20239
Financial Advantage, Inc. 990.04%0.06%0.07%Q2 2020Q2 20229
Blue Zone Wealth Advisors, LLC 540.07%0.09%0.12%Q2 2021Q3 20239
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 540.21%0.46%0.55%Q1 2016Q2 20209
Wealth Advisory Solutions, LLC 540.29%1.02%2.11%Q4 2019Q2 20239
Quantbot Technologies LP 510.00%0.07%0.37%Q3 2019Q2 20239
DAVENPORT & Co LLC 540.00%0.00%0.01%Q2 2021Q3 20239
American Financial Network Advisory Services LLC 990.78%4.89%13.76%Q3 2017Q3 20199
Clear Creek Financial Management, LLC 510.05%0.20%0.35%Q2 2020Q3 20239
CAPITAL ONE FINANCIAL CORP 991.62%5.37%9.83%Q1 2020Q1 20229
TNF LLC 990.71%1.30%1.87%Q3 2021Q3 20239
Sanford Advisory Services, LLC 998.11%12.67%24.92%Q4 2020Q4 20229
CAPSTONE INVESTMENT ADVISORS, LLC 410.00%0.20%0.46%Q4 2020Q3 20239
High Net Worth Advisory Group LLC 992.33%2.77%2.98%Q4 2021Q4 20239
MEEDER ASSET MANAGEMENT INC 630.00%0.00%0.01%Q3 2019Q3 20229
Cornerstone Wealth Group, LLC 210.04%1.14%4.28%Q2 2019Q3 20239
DOW CHEMICAL CO /DE/ 9919.58%31.07%38.50%Q3 2018Q3 20209
Ranch Capital Advisors Inc. 990.01%0.12%0.38%Q3 2019Q3 20219
Frisch Financial Group, Inc. 991.30%2.26%3.82%Q1 2020Q1 20229
Diversified Trust Co 990.02%0.04%0.07%Q4 2021Q4 20239
Global Strategic Investment Solutions, LLC 990.02%0.05%0.08%Q3 2020Q3 20229
Tri-Star Advisors Inc. 540.56%1.27%2.05%Q2 2020Q4 20229
ARS Wealth Advisors Group, LLC 994.86%6.18%7.30%Q3 2021Q3 20239
Nuveen Asset Management, LLC 990.01%0.04%0.12%Q3 2018Q3 20209
Vigilant Capital Management, LLC 710.00%0.01%0.03%Q2 2019Q3 20229
IPG Investment Advisors LLC 990.08%0.26%0.91%Q2 2017Q2 20199
Chevy Chase Trust Holdings, LLC 630.00%0.00%0.01%Q2 2015Q1 20219
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 990.24%0.28%0.38%Q3 2021Q3 20239
Avestar Capital, LLC 720.00%0.16%0.78%Q2 2018Q3 20239
3D/L Capital Management, LLC 990.06%0.09%0.10%Q1 2021Q1 20239
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 310.32%0.49%0.63%Q3 2020Q3 20239
Bickling Financial Services, Inc. 990.83%1.09%2.34%Q4 2020Q4 20229
LAZARD ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q4 2014Q4 20229
Zions Bancorporation, N.A. 530.00%0.01%0.02%Q2 2020Q2 20228
Wealthspire Advisors, L.P. 880.01%0.02%0.03%Q2 2017Q1 20198
GUERRA PAN ADVISORS, LLC 886.12%6.82%7.54%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Paradigm Financial Partners, LLC 320.06%0.45%1.02%Q1 2019Q2 20228
PRIVATE CAPITAL MANAGEMENT LLC 880.14%0.21%0.26%Q1 2019Q4 20208
SOUTHERN CAPITAL ADVISORS, LLC 880.21%0.33%0.49%Q4 2021Q3 20238
Apeiron RIA LLC 880.19%0.71%0.93%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.09%0.14%0.18%Q4 2021Q3 20238
GDS Wealth Management 880.70%2.63%4.48%Q4 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP, LLP 620.05%0.36%1.16%Q1 2020Q3 20238
Scarborough Advisors, LLC 880.45%0.65%0.95%Q4 2021Q3 20238
B. Riley Wealth Management, Inc. 710.02%0.40%2.14%Q4 2018Q2 20218
Spotlight Asset Group, Inc. 881.11%1.21%1.30%Q4 2019Q3 20218
OmniStar Financial Group, Inc. 880.20%0.30%0.50%Q1 2019Q4 20208
Delos Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.29%0.55%0.73%Q4 2021Q3 20238
Andesa Financial Management Inc. 880.06%0.12%0.16%Q2 2021Q1 20238
MARIPAU WEALTH MANAGEMENT LLC 880.60%1.04%1.35%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 880.00%0.03%0.14%Q4 2019Q3 20218
Keystone Financial Services 881.16%1.94%2.50%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.24%1.85%3.12%Q4 2021Q3 20238
Old Port Advisors 880.11%0.16%0.23%Q1 2021Q4 20228
Kathleen S. Wright Associates Inc. 882.74%2.94%3.25%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.14%0.34%0.54%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.70%1.10%1.65%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.26%0.35%0.46%Q4 2021Q3 20238
Asset Management Resources, LLC 886.65%12.28%33.56%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 884.65%5.78%7.81%Q4 2021Q3 20238
Williams Financial, LLC 510.38%1.99%6.56%Q4 2020Q3 20238
CARDIFF PARK ADVISORS, LLC 880.12%0.15%0.18%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.01%0.01%0.02%Q4 2021Q3 20238
Allie Family Office LLC 880.33%0.35%0.39%Q4 2021Q3 20238
Custos Family Office, LLC 884.74%5.79%6.33%Q4 2021Q3 20238
Buttonwood Financial Group, LLC 882.97%4.04%6.21%Q1 2022Q4 20238
Aris Wealth Services, Inc. 880.45%0.77%1.84%Q4 2013Q3 20158
Eagle Bay Advisors LLC 620.01%0.02%0.02%Q3 2021Q3 20238
MKD WEALTH COACHES, LLC 880.59%6.98%11.00%Q1 2019Q4 20208
Kaydan Wealth Management, Inc. 880.60%3.51%12.60%Q4 2021Q3 20238
DRAVO BAY LLC 881.03%1.19%1.35%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 880.32%0.38%0.44%Q4 2021Q3 20238
Golden State Equity Partners 530.09%0.22%0.45%Q1 2021Q3 20238
Tarbox Family Office, Inc. 880.00%0.02%0.15%Q1 2018Q4 20198
SWMG, LLC 420.79%1.10%1.43%Q4 2020Q2 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 884.36%7.40%12.73%Q4 2021Q3 20238
Ascent Group, LLC 880.35%0.77%2.56%Q4 2021Q3 20238
Nova R Wealth, Inc. 880.66%0.75%0.87%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.02%0.02%Q4 2021Q3 20238
Burt Wealth Advisors 440.03%0.06%0.13%Q4 2015Q4 20178
FourThought Financial, LLC 880.05%0.08%0.10%Q4 2020Q3 20228
Scissortail Wealth Management, LLC 881.54%2.72%3.43%Q4 2021Q3 20238
Larson Financial Group LLC 510.00%0.02%0.05%Q3 2020Q3 20238
SII INVESTMENTS INC/WI 880.03%0.08%0.16%Q1 2016Q4 20178
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
JB Capital LLC 881.05%1.54%2.11%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 620.01%0.06%0.11%Q3 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.40%0.45%0.64%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.49%0.81%1.05%Q4 2021Q3 20238
GRIES FINANCIAL LLC 880.70%1.54%2.26%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.03%0.05%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.11%0.13%0.15%Q4 2021Q3 20238
Squarepoint Ops LLC 620.01%0.06%0.30%Q2 2020Q2 20228
MKT Advisors LLC 880.24%0.32%0.39%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.71%0.98%1.26%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.44%0.52%0.59%Q3 2021Q3 20238
Main Street Financial Solutions, LLC 880.03%0.05%0.08%Q2 2021Q1 20238
Bryant Woods Investment Advisors, LLC 880.66%1.48%2.63%Q4 2021Q3 20238
ETF Store, Inc. 883.68%4.08%4.64%Q4 2021Q3 20238
BLUE SQUARE ASSET MANAGEMENT, LLC 880.22%2.52%4.21%Q3 2019Q2 20218
tru Independence LLC 610.00%0.39%1.75%Q4 2019Q1 20228
W ADVISORS, LLC 880.50%0.72%0.90%Q4 2021Q3 20238
Shore Point Advisors, LLC 883.80%4.36%4.79%Q4 2021Q3 20238
West Wealth Group, LLC 881.34%2.05%2.80%Q4 2021Q3 20238
GEODE CAPITAL MANAGEMENT, LLC 620.00%0.00%0.00%Q2 2014Q4 20218
Avant Capital LLC 886.56%6.68%6.78%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.47%1.05%2.21%Q4 2021Q3 20238
OneAscent Wealth Management LLC 710.23%0.54%1.16%Q3 2021Q3 20238
Ameritas Advisory Services, LLC 880.32%0.41%0.67%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.76%0.89%0.97%Q4 2021Q3 20238
Eagle Ridge Investment Management 880.06%0.08%0.10%Q3 2015Q2 20178
SINECERA CAPITAL, LLC 880.46%0.48%0.59%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.53%0.92%1.08%Q4 2021Q3 20238
Ameliora Wealth Management Ltd. 880.11%0.39%0.97%Q4 2021Q3 20238
Investment Advisory Group, LLC 882.59%2.89%3.08%Q4 2021Q3 20238
Centennial Wealth Advisory LLC 611.08%2.54%4.00%Q4 2020Q3 20238
Madison Asset Management, LLC 320.00%0.15%0.38%Q4 2019Q4 20228
Darrow Company, Inc. 889.74%10.45%11.22%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 880.33%0.56%0.98%Q4 2021Q3 20238
Sequoia Wealth Management, LLC 880.87%9.17%12.73%Q4 2017Q3 20198
Raleigh Capital Management Inc. 880.17%0.35%0.91%Q4 2021Q3 20238
Erickson Financial Group, LLC 880.68%1.15%1.58%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.84%1.48%3.63%Q4 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 511.61%1.84%2.37%Q4 2019Q3 20238
Concert Wealth Management Inc. 410.02%0.21%0.48%Q1 2014Q1 20178
Sovereign Financial Group, Inc. 880.54%0.61%0.72%Q4 2021Q3 20238
KilterHowling LLC 887.16%8.20%9.44%Q4 2021Q3 20238
Operose Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bowman & Co S.C. 883.29%7.30%10.17%Q4 2021Q3 20238
MIRSKY FINANCIAL MANAGEMENT CORP. 880.17%1.21%2.34%Q1 2020Q4 20218
Watermark Asset Management, Inc. 880.25%0.41%0.50%Q1 2017Q4 20188
NORTHWEST INVESTMENT COUNSELORS, LLC 880.04%0.08%0.19%Q4 2021Q3 20238
Joseph Group Capital Management 880.47%0.98%1.53%Q4 2021Q3 20238
NewSquare Capital LLC 410.00%0.00%0.00%Q4 2017Q3 20238
VSR Financial Services, Inc. 530.02%0.21%0.90%Q4 2013Q2 20168
Braun-Bostich & Associates Inc. 710.02%0.49%0.88%Q4 2017Q4 20198
Spectrum Asset Management, Inc. (NB/CA) 880.76%1.41%2.05%Q4 2021Q3 20238
Leonard Rickey Investment Advisors P.L.L.C. 883.68%4.87%5.55%Q4 2021Q3 20238
Plante Moran Financial Advisors, LLC 510.00%0.05%0.10%Q1 2017Q2 20228
AVAII WEALTH MANAGEMENT, LLC 880.67%0.79%0.94%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 881.82%2.25%2.51%Q4 2018Q3 20208
Endowment Wealth Management, Inc. 881.05%1.18%1.24%Q4 2021Q3 20238
Family Management Corp 530.05%3.02%6.19%Q4 2020Q3 20238
Hudock, Inc. 440.00%0.03%0.09%Q3 2019Q3 20218
O'Dell Group, LLC 510.01%0.04%0.12%Q4 2020Q2 20238
HORIZON FINANCIAL SERVICES, LLC 880.19%2.38%5.59%Q3 2020Q2 20228
AIRE ADVISORS, LLC 880.06%0.11%0.17%Q4 2021Q3 20238
Vantage Investment Advisors, LLC 880.23%0.34%0.48%Q4 2016Q3 20188
Security Financial Services, INC. 881.12%2.62%3.75%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.36%0.47%0.69%Q4 2021Q3 20238
Stephens Consulting, LLC 880.05%0.10%0.18%Q4 2021Q3 20238
BLACKROCK ADVISORS LLC 410.00%0.02%0.08%Q2 2015Q4 20168
Wealth Management Solutions, LLC 880.28%0.68%1.94%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 520.15%0.18%0.20%Q4 2021Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
Syntal Capital Partners, LLC 770.07%0.56%0.97%Q2 2019Q4 20207
Bell Rock Capital LLC 520.00%0.00%0.00%Q1 2018Q4 20197
Truepoint, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
ADVISOR PARTNERS LLC 410.02%0.03%0.04%Q3 2018Q1 20227
Bank Julius Baer & Co. Ltd, Zurich 770.00%0.00%0.00%Q1 2020Q3 20217
Barnett & Company, Inc. 770.02%0.02%0.03%Q3 2019Q1 20217
New England Investment & Retirement Group, Inc. 770.28%5.19%9.53%Q3 2019Q1 20217
Grant Street Asset Management, Inc. 410.09%0.14%0.21%Q2 2020Q4 20227
DEARBORN PARTNERS LLC 430.02%0.04%0.07%Q2 2013Q3 20167
SouthState Corp 770.00%0.00%0.01%Q1 2022Q3 20237
Darwin Wealth Management, LLC 770.07%0.11%0.20%Q3 2018Q1 20207
BMS Financial Advisors, LLC 770.69%1.43%3.72%Q4 2021Q2 20237
MCMORGAN & CO LLC 771.12%1.66%2.24%Q1 2022Q3 20237
Shelter Ins Retirement Plan 7756.20%56.82%57.77%Q3 2019Q1 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.21%0.34%0.70%Q1 2021Q4 20227
Cascade Investment Advisors, Inc. 310.04%0.05%0.08%Q4 2020Q1 20237
Atria Wealth Solutions, Inc. 770.45%0.48%0.51%Q1 2022Q3 20237
Core Wealth Advisors, Inc. 770.00%1.40%4.30%Q4 2019Q2 20217
LifePro Asset Management 770.07%0.09%0.13%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.01%0.02%0.03%Q2 2020Q4 20217
SILVER OAK SECURITIES, INCORPORATED 770.04%0.15%0.39%Q1 2022Q3 20237
ShoreHaven Wealth Partners, LLC 770.46%1.40%2.41%Q1 2022Q3 20237
Annapolis Financial Services, LLC 520.02%0.02%0.03%Q4 2020Q3 20237
JOURNEY STRATEGIC WEALTH LLC 610.29%0.54%0.84%Q4 2021Q3 20237
JONES FINANCIAL COMPANIES LLLP 610.00%0.00%0.00%Q1 2021Q4 20227
OLD MISSION CAPITAL LLC 210.01%0.09%0.22%Q4 2017Q3 20237
Aureus Asset Management, LLC 430.01%0.13%0.24%Q1 2016Q4 20217
TCWP LLC 770.21%0.42%0.68%Q4 2021Q2 20237
Astoria Portfolio Advisors LLC. 771.14%1.69%2.36%Q4 2021Q2 20237
SAXON INTERESTS, INC. 771.28%1.91%2.34%Q4 2021Q2 20237
EPG Wealth Management LLC 520.00%0.01%0.02%Q4 2019Q3 20237
Burns Matteson Capital Management, LLC 770.20%0.33%0.47%Q4 2020Q2 20227
Atom Investors LP 310.05%1.39%4.18%Q4 2019Q3 20217
HAZLETT, BURT & WATSON, INC. 770.11%0.12%0.13%Q1 2022Q3 20237
Golden Green, Inc. 770.43%0.48%0.56%Q4 2020Q2 20227
ICA Group Wealth Management, LLC 770.06%0.07%0.09%Q1 2022Q3 20237
TOCQUEVILLE ASSET MANAGEMENT L.P. 310.00%0.01%0.02%Q2 2014Q3 20237
Elite Wealth Management, Inc. 522.14%9.90%14.95%Q2 2016Q4 20187
LBMC INVESTMENT ADVISORS, LLC 770.18%0.19%0.23%Q3 2020Q1 20227
M Financial Asset Management, Inc. 520.01%0.02%0.07%Q2 2020Q4 20227
IndexIQ Advisors LLC 430.00%0.23%1.00%Q1 2016Q4 20177
WISCONSIN CAPITAL MANAGEMENT LLC 770.11%0.13%0.17%Q2 2013Q4 20147
GREENLEAF TRUST 430.01%0.02%0.02%Q1 2016Q3 20237
Edge Advisors, LLC 770.02%0.02%0.02%Q4 2016Q2 20187
BTR CAPITAL MANAGEMENT INC 320.02%0.03%0.04%Q3 2019Q1 20227
Lenox Wealth Management, Inc. 770.00%0.01%0.03%Q4 2018Q2 20207
Carnegie Capital Asset Management, LLC 520.01%0.02%0.03%Q4 2019Q3 20217
SVA Wealth Management, LLC 520.04%0.10%0.19%Q1 2015Q4 20207
MONUMENTAL FINANCIAL GROUP INC. 520.03%0.41%0.58%Q1 2021Q2 20237
GoalVest Advisory LLC 610.00%2.32%4.25%Q4 2020Q4 20237
Beacon Capital Management, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Autumn Glory Partners, LLC 610.14%0.29%0.47%Q4 2021Q3 20237
Manchester Capital Management LLC 610.02%0.18%0.23%Q3 2021Q3 20237
Financial Services Advisory Inc 411.52%4.57%6.28%Q3 2018Q4 20217
Silicon Hills Wealth Management, LLC 610.14%0.25%0.78%Q4 2019Q2 20227
Resurgent Financial Advisors LLC 770.13%0.16%0.21%Q1 2022Q3 20237
Tyler-Stone Wealth Management 522.54%3.23%3.72%Q4 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.07%0.08%0.12%Q1 2022Q3 20237
Quent Capital, LLC 770.00%0.02%0.09%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.08%0.10%Q2 2013Q4 20147
Western Pacific Wealth Management, LP 770.07%0.08%0.08%Q1 2022Q3 20237
Biltmore Capital Advisors LLC 610.05%0.56%2.49%Q4 2018Q4 20217
Verde Capital Management 770.74%7.16%9.44%Q4 2019Q2 20217
TCTC Holdings, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
MGO ONE SEVEN LLC 410.02%0.10%0.20%Q4 2017Q3 20237
RESOURCE CONSULTING GROUP INC 770.07%0.10%0.15%Q1 2022Q3 20237
Fortress Wealth Group, LLC 770.50%0.62%0.91%Q2 2021Q4 20227
ATWOOD & PALMER INC 520.00%0.01%0.04%Q3 2019Q4 20217
Cutter & CO Brokerage, Inc. 520.07%0.10%0.17%Q2 2019Q3 20237
NOMURA ASSET MANAGEMENT CO LTD 770.01%0.03%0.04%Q3 2018Q1 20207
1834 INVESTMENT ADVISORS CO 610.00%0.01%0.02%Q1 2018Q3 20207
Pine River Capital Management L.P. 770.01%0.02%0.02%Q2 2015Q4 20167
Meridian Wealth Partners, LLC 770.14%3.24%4.71%Q4 2019Q2 20217
Concord Wealth Partners 430.04%0.08%0.18%Q4 2021Q3 20237
Huntington Steele LLC 771.02%1.13%1.20%Q3 2016Q1 20187
Hoover Financial Advisors, Inc. 770.39%0.70%1.10%Q4 2019Q2 20217
Silicon Valley Capital Partners 771.58%4.79%6.38%Q4 2018Q2 20207
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
TTP Investments, Inc. 410.19%8.46%26.56%Q1 2019Q3 20237
My Legacy Advisors, LLC 770.44%0.81%1.27%Q1 2022Q3 20237
Arden Trust Co 770.04%0.06%0.08%Q2 2019Q4 20207
Freestone Capital Holdings, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Argent Advisors, Inc. 510.13%0.20%0.36%Q4 2019Q4 20217
Laidlaw Group, LLC 660.11%0.13%0.14%Q1 2014Q2 20156
Ironwood Financial, llc 660.00%0.01%0.01%Q2 2020Q3 20216
Waverly Advisors, LLC 660.02%0.21%0.33%Q2 2022Q3 20236
Capital Advisory Group Advisory Services, LLC 330.00%0.01%0.01%Q1 2018Q1 20206
Cedar Mountain Advisors, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
UBS AG 660.02%0.02%0.02%Q2 2013Q3 20146
TOTH FINANCIAL ADVISORY CORP 420.00%0.00%0.00%Q3 2019Q3 20236
Solidarity Wealth, LLC 330.10%0.27%0.54%Q1 2022Q3 20236
Rede Wealth, LLC 660.52%0.58%0.64%Q4 2020Q1 20226
Hochman Cole Investment Advisors, Inc. 660.16%0.19%0.23%Q2 2020Q3 20216
BlueCrest Capital Management Ltd 420.01%0.33%1.61%Q1 2021Q2 20236
Winfield Associates, Inc. 660.35%1.36%1.91%Q1 2019Q2 20206
American Trust 660.04%0.06%0.08%Q1 2022Q2 20236
Blueprint Investment Partners LLC 661.20%1.41%1.54%Q4 2021Q1 20236
Badgley Phelps Wealth Managers, LLC 330.01%0.01%0.01%Q4 2021Q2 20236
RETIREMENT CAPITAL STRATEGIES 664.18%6.78%11.09%Q4 2018Q1 20206
NCM Capital Management, LLC 510.16%0.37%0.52%Q4 2021Q2 20236
RONALD BLUE & CO LLC 660.03%0.06%0.08%Q1 2016Q2 20176
Quadrant Private Wealth Management, LLC 420.10%0.24%0.38%Q1 2022Q3 20236
EdgeRock Capital LLC 662.79%4.14%4.99%Q2 2022Q3 20236
Fusion Capital, LLC 660.13%0.14%0.15%Q4 2021Q1 20236
Betterment LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Optiver Holding B.V. 310.00%0.00%0.00%Q2 2021Q3 20236
Redwood Financial Network Corp 660.38%0.62%0.74%Q1 2022Q2 20236
Elevated Capital Advisors, LLC 310.36%0.44%0.52%Q4 2019Q1 20226
GRAYHAWK INVESTMENT STRATEGIES INC. 665.12%9.06%11.45%Q2 2022Q3 20236
Beaird Harris Wealth Management, LLC 420.00%0.00%0.00%Q4 2021Q2 20236
CFO4Life, L.P. 510.35%3.63%5.87%Q4 2015Q4 20226
Banco de Sabadell, S.A 660.54%0.58%0.65%Q4 2019Q1 20216
Freedman Financial Associates, Inc. 660.11%0.14%0.27%Q4 2020Q1 20226
Charles Schwab Investment Advisory, Inc. 510.45%0.81%1.30%Q2 2015Q1 20176
Midwest Heritage Bank, FSB 510.19%0.28%0.32%Q4 2021Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.02%0.06%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.10%0.37%1.07%Q4 2019Q3 20216
Harfst & Associates, Inc. 510.02%0.07%0.11%Q4 2015Q1 20186
Wealth & Pension Services Group, Inc. 661.12%1.40%1.67%Q2 2018Q3 20196
G&S Capital LLC 330.21%0.45%0.68%Q4 2019Q1 20236
Capital Advisors Wealth Management, LLC 660.08%0.09%0.12%Q4 2021Q1 20236
ACCESS FINANCIAL SERVICES, INC. 661.79%4.27%6.47%Q3 2019Q4 20206
ETRADE Capital Management LLC 660.04%0.39%0.59%Q2 2019Q3 20206
Blue Trust, Inc. 660.08%0.10%0.12%Q2 2022Q3 20236
HCR Wealth Advisors 660.00%0.02%0.09%Q3 2019Q4 20206
Sage Capital Advisors,llc 420.13%0.29%0.63%Q3 2019Q3 20236
Quad-Cities Investment Group, LLC 660.09%0.11%0.12%Q2 2018Q3 20196
Gryphon Financial Partners LLC 210.00%0.18%0.97%Q1 2018Q2 20236
Compton Financial Group, LLC 663.06%3.14%3.24%Q1 2022Q2 20236
Hexagon Capital Partners LLC 660.01%0.01%0.02%Q2 2022Q3 20236
FLPUTNAM INVESTMENT MANAGEMENT CO 420.01%0.03%0.05%Q1 2020Q3 20236
Vectors Research Management, LLC 660.00%0.01%0.02%Q3 2019Q4 20206
Corsicana & Co. 660.04%0.04%0.05%Q2 2021Q3 20226
San Luis Wealth Advisors LLC 510.19%0.30%0.40%Q4 2020Q3 20226
FURE FINANCIAL CORP 660.00%4.84%6.85%Q4 2019Q1 20216
ARTHUR M. COHEN & ASSOCIATES, LLC 660.10%0.11%0.12%Q3 2019Q4 20206
CAMBRIDGE TRUST CO 420.00%0.01%0.02%Q1 2016Q3 20226
COMMUNITY BANK SYSTEM, INC. 661.76%1.89%2.28%Q2 2013Q3 20146
VIRIDIAN RIA, LLC 660.10%0.13%0.25%Q3 2018Q4 20196
Karn, Couzens & Associates, Inc. 663.05%3.79%4.68%Q4 2020Q1 20226
HARTFORD INVESTMENT MANAGEMENT CO 310.01%0.04%0.16%Q1 2018Q3 20206
Journey Advisory Group, LLC 660.10%1.37%2.84%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.13%0.15%0.18%Q2 2022Q3 20236
Independent Wealth Network Inc. 660.18%0.22%0.27%Q2 2022Q3 20236
COWA, LLC 510.02%0.15%0.20%Q4 2020Q3 20226
Householder Group Estate & Retirement Specialist, LLC 410.89%1.30%1.51%Q4 2021Q3 20236
Congress Wealth Management LLC / DE / 510.01%0.01%0.01%Q4 2021Q3 20236
TLWM 667.66%8.30%9.43%Q3 2019Q4 20206
TD ASSET MANAGEMENT INC 660.00%0.00%0.00%Q4 2018Q1 20206
Argentus Capital Management, LLC 660.07%0.12%0.16%Q2 2015Q3 20166
Blackhawk Capital Partners LLC. 660.49%0.70%0.89%Q3 2021Q4 20226
Alaska Wealth Advisors 310.02%0.94%3.40%Q3 2019Q3 20236
TCG Advisors, LP 660.01%0.64%2.10%Q1 2019Q2 20206
Y-Intercept (Hong Kong) Ltd 410.03%0.10%0.26%Q1 2021Q2 20236
Zurich Insurance Group Ltd/FI 660.01%0.03%0.06%Q3 2018Q4 20196
Alan B Lancz & Associates, Inc. 660.30%0.31%0.33%Q2 2022Q3 20236
MRA Advisory Group 660.16%0.75%3.43%Q4 2020Q1 20226
Forum Private Client Group LLC 663.62%5.37%6.52%Q1 2022Q2 20236
SAGE FINANCIAL GROUP INC 660.04%0.05%0.05%Q2 2022Q3 20236
Geneva Advisors, LLC 660.01%0.01%0.01%Q1 2016Q2 20176
Baker Avenue Asset Management, LP 510.00%0.26%1.54%Q4 2014Q3 20236
Quantitative Advantage, LLC 517.09%7.55%8.82%Q3 2018Q1 20206
Lighthouse Financial Advisors, Inc. 410.00%0.09%0.13%Q4 2019Q1 20215
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.03%0.03%Q1 2018Q1 20195
LITTLE HOUSE CAPITAL LLC 410.18%4.68%19.65%Q1 2020Q3 20235
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.00%0.04%0.12%Q2 2019Q2 20205
NORTHCAPE WEALTH MANAGEMENT, LLC 410.08%0.14%0.18%Q4 2021Q1 20235
TCG Advisory Services, LLC 310.04%0.93%2.81%Q4 2020Q3 20235
Avalon Investment & Advisory 550.03%0.03%0.03%Q1 2019Q1 20205
TrinityPoint Wealth, LLC 550.42%0.46%0.50%Q3 2019Q3 20205
All Season Financial Advisors, Inc. 321.72%2.48%3.15%Q2 2021Q4 20225
RESOLUTE FINANCIAL, LLC 554.91%4.99%5.11%Q4 2021Q4 20225
Compass Wealth Management LLC 550.02%0.02%0.02%Q4 2022Q4 20235
Lake Point Wealth Management 310.00%0.25%1.21%Q4 2018Q2 20225
Indie Asset Partners, LLC 550.38%2.27%5.07%Q4 2019Q4 20205
Wealthspire Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
INTERACTIVE FINANCIAL ADVISORS, INC. 550.00%0.78%2.41%Q2 2013Q2 20145
IFC Holdings Incorporated/FL 550.02%0.10%0.20%Q4 2016Q4 20175
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550.45%0.69%0.92%Q1 2022Q1 20235
Alberta Investment Management Corp 410.02%0.04%0.05%Q2 2021Q3 20225
IEQ CAPITAL, LLC 550.04%0.08%0.18%Q4 2019Q4 20205
Capital Planning Advisors, LLC 210.06%0.08%0.11%Q3 2019Q3 20215
CoreCap Advisors, LLC 550.05%0.08%0.11%Q4 2021Q4 20225
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.00%0.04%0.07%Q3 2017Q3 20235
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
ROCKY MOUNTAIN ADVISERS, LLC 550.11%0.12%0.12%Q3 2017Q3 20185
WILLNER & HELLER, LLC 550.30%0.32%0.34%Q4 2021Q4 20225
Long Run Wealth Advisors, LLC 550.08%0.12%0.19%Q4 2021Q4 20225
Merriman Wealth Management, LLC 320.01%0.95%2.27%Q2 2013Q3 20235
Strategic Asset Management, LLC 550.18%0.46%0.60%Q3 2021Q3 20225
Moneda S.A. Administradora General de Fondos 550.11%0.28%0.56%Q4 2019Q4 20205
American Institute for Advanced Investment Management, LLP 550.56%0.74%0.83%Q4 2019Q4 20205
Personal Capital Advisors Corp 210.00%0.00%0.00%Q3 2020Q1 20225
Lubar & Co., Inc 552.50%4.20%5.53%Q4 2019Q4 20205
Clarity Financial LLC 210.04%0.08%0.13%Q1 2022Q3 20235
Colonial Trust Co / SC 550.07%0.09%0.13%Q3 2022Q3 20235
F/M Investments LLC 410.17%0.18%0.19%Q4 2020Q2 20225
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Jackson Wealth Management, LLC 550.14%0.18%0.24%Q4 2018Q4 20195
WealthPlan Investment Management, LLC 410.01%0.04%0.07%Q1 2022Q2 20235
NATIXIS ADVISORS, L.P. 550.00%0.01%0.01%Q2 2021Q2 20225
KENFARB & CO. 550.02%0.02%0.02%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.25%0.40%0.48%Q4 2016Q4 20175
Tempus Wealth Planning, LLC 550.14%0.15%0.15%Q3 2022Q3 20235
ENZI WEALTH 552.24%4.40%5.97%Q3 2022Q3 20235
NewDay Solutions, LLC 412.17%4.14%5.66%Q4 2018Q1 20205
CNB Bank 310.00%0.03%0.07%Q4 2017Q2 20195
AEGON USA Investment Management, LLC 550.01%0.25%1.23%Q2 2013Q2 20145
HIGHLAND CAPITAL MANAGEMENT, LLC 550.56%0.61%0.66%Q2 2015Q2 20165
First Bank & Trust 410.01%0.01%0.02%Q4 2019Q2 20225
W.H. Cornerstone Investments Inc. 550.44%0.53%0.60%Q3 2022Q3 20235
Wright Fund Management, LLC 320.59%4.04%15.13%Q4 2021Q3 20235
Fiduciary Planning LLC 320.09%7.65%20.51%Q4 2019Q1 20215
Bangor Savings Bank 550.00%0.01%0.01%Q3 2022Q3 20235
Columbus Macro, LLC 550.21%0.49%0.94%Q3 2022Q3 20235
Interchange Capital Partners, LLC 550.27%0.37%0.51%Q3 2022Q3 20235
Mason & Associates Inc 550.07%4.66%6.27%Q2 2022Q2 20235
Greytown Advisors Inc. 550.13%0.38%0.53%Q4 2021Q4 20225
BUCKINGHAM STRATEGIC PARTNERS, LLC 320.02%0.04%0.10%Q1 2022Q3 20235
Virtue Capital Management, LLC 310.01%0.18%0.38%Q4 2017Q3 20225
Vishria Bird Financial Group, LLC 554.18%4.95%5.76%Q1 2019Q1 20205
MADISON INVESTMENT HOLDINGS INC 410.11%0.47%0.78%Q4 2015Q3 20195
Formidable Asset Management, LLC 410.06%0.11%0.15%Q1 2019Q4 20205
Clarus Wealth Advisors 320.00%1.01%4.74%Q2 2018Q2 20205
Kalos Management, Inc. 310.05%0.19%0.30%Q3 2019Q1 20235
BARRETT & COMPANY, INC. 555.32%5.70%5.98%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.08%2.90%5.08%Q4 2022Q4 20235
Alaska Permanent Capital Management 410.08%1.33%3.40%Q2 2019Q3 20215
Permanens Capital L.P. 550.01%0.02%0.04%Q1 2019Q1 20205
GREENUP STREET WEALTH MANAGEMENT LLC 550.08%0.70%1.66%Q4 2021Q4 20225
Destination Wealth Management 410.00%0.01%0.02%Q2 2018Q3 20235
Kolinsky Wealth Management, LLC 550.26%0.32%0.44%Q2 2022Q2 20235
MBL Wealth, LLC 410.67%0.72%0.78%Q3 2021Q4 20225
Pinion Investment Advisors, LLC 550.83%1.41%2.01%Q3 2022Q3 20235
Kore Private Wealth LLC 320.00%0.00%0.02%Q4 2018Q2 20205
Total Clarity Wealth Management, Inc. 210.01%0.02%0.03%Q4 2019Q2 20225
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 553.00%4.87%6.25%Q3 2022Q3 20235
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.01%Q2 2014Q2 20155
Zullo Investment Group, Inc. 550.04%0.05%0.05%Q4 2021Q4 20225
RAYMOND JAMES TRUST CO. OF NH 553.58%4.76%5.53%Q1 2022Q1 20235
RITTER DANIHER FINANCIAL ADVISORY LLC 410.00%0.04%0.18%Q4 2020Q1 20225
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.01%Q2 2019Q4 20205
Manifold Partners, LLC 550.00%10.68%24.85%Q3 2015Q3 20165
FIRST CITIZENS BANK & TRUST CO 552.39%6.82%11.93%Q3 2022Q3 20235
Migdal Insurance & Financial Holdings Ltd. 550.00%0.00%0.00%Q4 2016Q4 20175
Peterson Financial Group, Inc. 310.13%0.19%0.29%Q4 2021Q2 20235
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 410.00%0.01%0.02%Q2 2022Q3 20235
Mizuho Trust & Banking Co., Ltd. 410.74%1.25%2.07%Q4 2018Q2 20205
FFG RETIREMENT ADVISORS LLC 440.95%1.06%1.20%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 442.22%2.28%2.35%Q4 2022Q3 20234
Signature Wealth Management Group 440.01%0.01%0.02%Q4 2017Q3 20184
REGIMEN WEALTH, LLC 440.25%0.30%0.35%Q4 2022Q3 20234
Register Financial Advisors LLC 440.26%0.29%0.31%Q4 2022Q3 20234
COLLECTIVE FAMILY OFFICE LLC 310.19%0.29%0.60%Q4 2020Q3 20234
BlackRock Institutional Trust Company, N.A. 440.00%0.00%0.00%Q1 2016Q4 20164
All Terrain Financial Advisors, LLC 310.24%0.42%0.57%Q4 2017Q4 20204
Barrett Asset Management, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
RCS Financial Planning, LLC 440.41%0.47%0.54%Q4 2022Q3 20234
SECURITY NATIONAL TRUST CO 440.01%0.01%0.01%Q2 2020Q1 20214
Vertex Planning Partners, LLC 440.43%0.49%0.54%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 310.04%0.15%0.21%Q2 2020Q1 20224
Live Oak Investment Partners 440.04%0.04%0.04%Q4 2022Q3 20234
FIRST FINANCIAL CORP /IN/ 440.01%0.01%0.01%Q2 2020Q1 20214
GEM Asset Management, LLC 440.34%0.35%0.36%Q4 2022Q3 20234
Legacy Financial Group LLC 440.33%0.55%0.78%Q4 2022Q3 20234
CMC Financial Group 440.27%0.34%0.41%Q4 2018Q3 20194
Watson Rebecca 4413.30%14.88%16.98%Q4 2019Q3 20204
Wade Financial Advisory, Inc 443.10%4.94%9.80%Q4 2019Q3 20204
HOEY INVESTMENTS, INC 310.00%0.01%0.02%Q4 2019Q1 20214
Milestone Investment Advisors LLC 441.22%1.44%1.68%Q4 2022Q3 20234
Family Asset Management, LLC 440.01%0.17%0.42%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.82%0.95%1.04%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.39%0.49%0.64%Q4 2022Q3 20234
Capital One Investing, Inc. 440.99%1.11%1.29%Q4 2018Q3 20194
Gibson Capital, LLC 310.01%0.09%0.12%Q2 2022Q3 20234
S.C. Financial Services, Inc. 440.31%0.33%0.39%Q4 2021Q3 20224
Simplicity Wealth,LLC 440.29%0.41%0.47%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 441.27%1.43%1.53%Q4 2022Q3 20234
Hilltop Partners LLC 440.78%0.96%1.18%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.08%0.14%0.16%Q2 2019Q1 20204
Phillips Wealth Planners LLC 440.56%0.71%1.16%Q4 2022Q3 20234
MBA Advisors LLC 440.14%9.57%37.79%Q1 2021Q4 20214
Shira Ridge Wealth Management 440.25%0.29%0.32%Q4 2022Q3 20234
Maryland Capital Management 440.01%0.01%0.01%Q2 2021Q1 20224
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 442.12%2.22%2.42%Q4 2022Q3 20234
InterOcean Capital Group, LLC 440.01%0.12%0.24%Q4 2022Q3 20234
BEACON TRUST CO 440.07%0.51%0.77%Q2 2016Q1 20174
LGL PARTNERS, LLC 440.08%0.09%0.10%Q1 2019Q4 20194
Summit Investment Advisory Services, LLC 441.46%1.84%2.81%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.96%1.06%1.25%Q4 2017Q3 20184
KENNEDY INVESTMENT GROUP 441.96%2.05%2.18%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Cassady Schiller Wealth Management, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Life Planning Partners, Inc 440.02%0.02%0.02%Q4 2021Q3 20224
Antonetti Capital Management LLC 310.02%0.02%0.02%Q2 2010Q1 20224
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Luken Investment Analytics, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
International City Management Association Retirement Corp 443.18%4.59%5.81%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.18%0.37%0.91%Q4 2020Q3 20214
One Charles Private Wealth Services, LLC 446.88%9.17%11.48%Q4 2019Q3 20204
Bryn Mawr Capital Management, LLC 210.06%0.13%0.27%Q2 2019Q1 20234
Talisman Wealth Advisors LLC 440.56%0.62%0.73%Q4 2022Q3 20234
Ionic Capital Management LLC 440.13%0.31%0.51%Q1 2016Q4 20164
Goldstein Advisors, LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Royal Fund Management, LLC 210.00%0.00%0.01%Q1 2017Q4 20194
Horan Capital Advisors, LLC. 210.00%0.06%0.16%Q3 2017Q3 20204
Carr Financial Group Corp 440.76%0.95%1.44%Q4 2022Q3 20234
PIN OAK INVESTMENT ADVISORS INC 440.01%0.01%0.02%Q1 2020Q4 20204
Clifford Group, LLC 441.04%1.41%1.91%Q4 2022Q3 20234
New Republic Capital, LLC 440.27%0.32%0.43%Q4 2022Q3 20234
Dynasty Wealth Management, LLC 440.17%0.61%0.87%Q4 2017Q3 20184
OAK HARBOR WEALTH PARTNERS, LLC 220.00%0.01%0.01%Q4 2021Q2 20234
HT Partners LLC 440.42%2.34%3.13%Q1 2015Q4 20154
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Sage Mountain Advisors LLC 220.00%0.06%0.13%Q3 2021Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.09%0.14%0.20%Q4 2022Q3 20234
Wealthsimple Inc. 440.08%0.09%0.09%Q4 2021Q3 20224
CHOREO, LLC 310.02%0.59%0.81%Q1 2021Q3 20234
Sterling Group Wealth Management, LLC 440.58%0.72%1.04%Q4 2022Q3 20234
New Millennium Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Park Place Capital Corp 440.42%0.52%0.61%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.24%0.25%0.25%Q4 2022Q3 20234
New Hampshire Trust 440.12%0.12%0.13%Q4 2022Q3 20234
CABOT WEALTH MANAGEMENT INC 440.09%0.57%1.07%Q1 2016Q4 20164
Prentice Wealth Management LLC 310.02%0.03%0.05%Q1 2021Q2 20224
CAROLINAS WEALTH CONSULTING LLC 310.00%0.00%0.01%Q2 2021Q3 20234
Alpha Cubed Investments, LLC 220.02%0.03%0.04%Q3 2018Q4 20194
Cox Capital Mgt LLC 440.23%0.26%0.28%Q4 2022Q3 20234
Grandview Asset Management LLC 310.05%0.18%0.23%Q1 2019Q1 20214
MRA Associates USA LLC 440.34%1.00%1.69%Q4 2018Q3 20194
Hobart Private Capital, LLC 440.09%0.47%1.58%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.24%0.91%1.46%Q4 2022Q3 20234
BetterWealth, LLC 440.69%8.39%20.60%Q4 2021Q3 20224
Independent Advisor Alliance 310.12%0.86%2.88%Q1 2017Q1 20204
Wealthfront Advisers LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ACADIA TRUST NA 310.52%0.64%0.77%Q3 2014Q4 20154
CANANDAIGUA NATIONAL BANK & TRUST CO 440.03%0.05%0.06%Q2 2017Q1 20184
ROBERTSON STEPHENS ADVISORS LLC 440.39%0.55%0.73%Q4 2016Q3 20174
Hoxton Planning & Management, LLC 440.59%0.75%0.87%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.28%0.33%0.37%Q4 2022Q3 20234
B, B, H, & B INC. 310.11%2.94%4.22%Q4 2020Q1 20224
Wechter Feldman Wealth Management, Inc. 4410.74%11.39%12.24%Q2 2020Q1 20214
Tanglewood Legacy Advisors, LLC 441.43%1.53%1.72%Q4 2022Q3 20234
KARLINSKI ANDREW C 446.74%9.59%12.22%Q4 2021Q3 20224
KM Capital Management Ltd. 441.36%2.10%2.97%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.48%0.65%0.80%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 446.52%7.86%11.58%Q4 2020Q3 20214
SageView Advisory Group, LLC 441.13%1.99%3.43%Q4 2022Q3 20234
PROFESSIONAL PLANNING 440.22%0.77%1.05%Q3 2019Q2 20204
Ergawealth Advisors, Inc. 441.38%1.65%2.12%Q4 2022Q3 20234
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q3 2020Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.43%0.46%0.49%Q4 2022Q3 20234
Centurion Wealth Management LLC 441.44%1.56%1.70%Q4 2022Q3 20234
BBR PARTNERS, LLC 440.05%0.06%0.07%Q3 2019Q2 20204
Coston, McIsaac & Partners 440.03%0.03%0.04%Q4 2022Q3 20234
HOHIMER WEALTH MANAGEMENT, LLC 440.04%0.06%0.07%Q1 2022Q4 20224
Rockwood Wealth Management, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.48%0.52%0.58%Q4 2022Q3 20234
MARSHALL WACE, LLP 210.00%0.00%0.01%Q3 2021Q3 20234
Better Money Decisions, LLC 310.09%0.19%0.24%Q1 2021Q2 20224
USCA RIA LLC 440.05%0.22%0.41%Q3 2019Q2 20204
Legacy Trust 440.09%0.09%0.10%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.00%0.12%0.27%Q2 2018Q1 20194
TFB Advisors LLC 440.12%0.23%0.44%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.73%2.23%3.92%Q4 2022Q3 20234
Dentgroup LLC 440.20%0.31%0.39%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 442.19%5.10%9.74%Q4 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 441.56%4.11%6.66%Q4 2019Q3 20204
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.00%0.01%Q4 2022Q4 20234
Worth Financial Advisory Group, LLC 440.24%0.26%0.31%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%2.11%8.41%Q4 2022Q3 20234
Castleview Partners, LLC 440.03%0.06%0.09%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.36%0.41%0.43%Q4 2022Q3 20234
Silversage Advisors 448.66%9.36%10.20%Q4 2019Q3 20204
ARMSTRONG ADVISORY GROUP, INC 440.11%0.12%0.16%Q4 2022Q3 20234
Mayfair Advisory Group, LLC 440.31%0.32%0.34%Q4 2021Q3 20224
NATIXIS 220.06%0.17%0.21%Q3 2016Q1 20184
MILESTONE ASSET MANAGEMENT, LLC 440.19%0.29%0.38%Q4 2022Q3 20234
MONOGRAPH WEALTH ADVISORS, LLC 210.04%0.06%0.09%Q4 2021Q2 20234
JDM Financial Group LLC 440.02%0.03%0.03%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.42%0.46%0.49%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.04%0.09%Q2 2022Q3 20234
PALO ALTO WEALTH ADVISORS, LLC 440.48%0.56%0.65%Q4 2022Q3 20234
Sentinus, LLC 440.98%1.08%1.18%Q3 2022Q2 20234
Sage Advisory Services, Ltd.Co. 313.29%20.53%27.29%Q1 2016Q3 20234
Waypoint Capital Advisors, LLC 440.27%0.33%0.40%Q4 2021Q3 20224
Fortis Group Advisors, LLC 310.43%0.70%1.36%Q3 2020Q3 20234
KMS FINANCIAL SERVICES, INC 440.07%0.11%0.18%Q4 2013Q3 20144
Tradewinds Capital Management, LLC 310.00%0.00%0.01%Q4 2020Q3 20234
AlphaCore Capital LLC 310.03%0.67%1.20%Q4 2019Q3 20234
Crescent Capital Consulting, LLC 220.00%0.73%1.62%Q4 2020Q4 20214
Iron Horse Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q1 2022Q3 20233
TKG Advisors, LLC 330.14%0.15%0.16%Q3 2022Q1 20233
Savant Capital, LLC 210.01%0.01%0.02%Q1 2020Q3 20233
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Highview Capital Management LLC/DE/ 331.12%1.31%1.48%Q1 2023Q3 20233
Great Diamond Partners, LLC 330.18%0.28%0.33%Q2 2020Q4 20203
Mariner Wealth Advisors-Madison, LLC 331.32%1.52%1.71%Q1 2013Q3 20133
Independent Portfolio Consultants, Inc. 330.42%0.49%0.56%Q1 2016Q3 20163
Teilinger Capital Ltd. 330.27%0.97%1.45%Q1 2023Q3 20233
Geier Asset Management, Inc. 331.49%2.12%2.98%Q4 2020Q2 20213
RVW Wealth, LLC 330.05%0.05%0.06%Q1 2019Q3 20193
ExodusPoint Capital Management, LP 110.03%0.07%0.12%Q1 2020Q3 20213
Westbourne Investment Advisors, Inc. 210.05%0.15%0.21%Q3 2018Q4 20193
BOYS ARNOLD & CO INC 330.04%0.05%0.06%Q2 2016Q4 20163
LGT Financial Advisors LLC 210.12%0.15%0.19%Q4 2022Q3 20233
Atomi Financial Group, Inc. 330.33%0.48%0.62%Q1 2023Q3 20233
SEAVIEW INVESTMENT MANAGERS LLC 330.22%0.24%0.27%Q1 2022Q3 20223
Waterloo Capital, L.P. 210.09%0.22%0.38%Q1 2020Q2 20233
HBW ADVISORY SERVICES LLC 210.04%0.07%0.10%Q3 2020Q3 20233
Apriem Advisors 210.00%0.01%0.02%Q4 2016Q2 20183
First Command Financial Services, Inc. 210.00%0.01%0.01%Q3 2017Q1 20223
City State Bank 330.03%0.04%0.04%Q4 2021Q2 20223
Cornerstone Planning Group LLC 210.08%0.12%0.18%Q4 2022Q3 20233
Lion Street Advisors, LLC 210.07%0.11%0.17%Q1 2020Q3 20233
First Command Bank 210.00%0.01%0.01%Q3 2017Q1 20223
Transform Wealth, LLC 210.04%0.63%1.44%Q2 2019Q3 20203
Midwest Financial Group LLC 330.60%0.63%0.67%Q1 2023Q3 20233
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q2 2020Q2 20223
Integrated Investment Consultants, LLC 110.01%0.05%0.14%Q3 2017Q3 20233
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2019Q1 20223
KANALY TRUST CO 330.15%0.16%0.17%Q1 2016Q3 20163
Fiduciary Alliance LLC 210.02%0.07%0.11%Q4 2022Q3 20233
Penserra Capital Management LLC 210.03%0.10%0.15%Q4 2018Q3 20193
Salomon & Ludwin, LLC 110.00%0.02%0.03%Q1 2019Q3 20233
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q4 2020Q3 20233
Titus Wealth Management 330.21%0.21%0.21%Q2 2019Q4 20193
Accel Wealth Management 330.00%0.00%0.00%Q3 2022Q1 20233
Wealth Enhancement & Preservation of GA, LLC 332.98%3.25%3.68%Q1 2020Q3 20203
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.02%Q4 2022Q2 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
SILVER CAPITAL MANAGEMENT LLC 331.89%2.05%2.22%Q3 2016Q1 20173
G2 CAPITAL MANAGEMENT, LLC / OH 330.91%1.39%1.74%Q3 2022Q1 20233
SWEENEY & MICHEL, LLC 330.61%0.65%0.73%Q1 2023Q3 20233
DRW Securities, LLC 330.01%0.11%0.28%Q2 2013Q4 20133
Spectrum Financial Alliance Ltd LLC 330.03%0.05%0.07%Q2 2018Q4 20183
JANUS HENDERSON GROUP PLC 330.02%0.02%0.02%Q2 2013Q4 20133
NorthRock Partners, LLC 110.02%0.07%0.10%Q2 2017Q4 20213
EWA, LLC 335.06%5.26%5.44%Q1 2023Q3 20233
Gleason Group, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
VALLEY FINANCIAL MANAGEMENT, INC. 330.01%1.96%3.75%Q3 2022Q1 20233
Connectus Wealth, LLC 210.01%0.01%0.01%Q1 2022Q3 20233
Lebenthal Asset Management, LLC 330.02%0.04%0.05%Q3 2016Q1 20173
Crew Capital Management, Ltd. 330.26%0.26%0.26%Q1 2021Q3 20213
Frontier Wealth Management LLC 110.01%0.02%0.04%Q4 2019Q4 20213
Blue Sky Asset Management, LLC 330.11%0.36%0.69%Q4 2019Q2 20203
Avalon Trust Co 330.04%0.04%0.04%Q1 2023Q3 20233
Alaska Permanent Fund Corp 213.83%5.45%6.90%Q4 2022Q3 20233
TIAA CREF TRUST CO FSB/MO 210.00%0.01%0.01%Q1 2016Q1 20173
Kovitz Investment Group Partners, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
Schneider Downs Wealth Management Advisors, LP 330.11%0.15%0.20%Q1 2020Q3 20203
Pacifica Partners Inc. 330.04%0.04%0.04%Q4 2019Q2 20203
Ackerman Capital Advisors, LLC 330.00%0.06%0.10%Q2 2019Q4 20193
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
WINTON GROUP Ltd 330.08%0.24%0.45%Q2 2022Q4 20223
Paragon Capital Management Ltd 210.00%0.13%0.21%Q1 2020Q4 20213
FIL Ltd 330.01%0.02%0.03%Q1 2023Q3 20233
Avantax Planning Partners, Inc. 210.01%0.02%0.04%Q3 2017Q4 20193
PETRA FINANCIAL ADVISORS INC 210.18%0.22%0.26%Q4 2022Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.30%0.32%0.34%Q2 2020Q4 20203
Pinnacle Private Wealth, LLC 331.18%1.32%1.47%Q4 2021Q2 20223
Geller Advisors LLC 331.14%1.36%1.69%Q4 2019Q2 20203
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.22%0.61%Q4 2021Q3 20233
James J. Burns & Company, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
TCF National Bank 330.03%0.03%0.04%Q3 2020Q1 20213
Novak Financial Planning, LLC 330.26%0.28%0.30%Q4 2020Q2 20213
HM PAYSON & CO 210.00%0.00%0.00%Q4 2020Q1 20223
Mach-1 Financial Group, LLC 210.01%0.02%0.06%Q2 2022Q1 20233
InTrack Investment Management Inc 330.23%0.33%0.46%Q2 2023Q4 20233
ERTS Wealth Advisors, LLC 330.22%0.36%0.49%Q4 2018Q2 20193
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.01%0.01%Q1 2023Q3 20233
Vanguard Personalized Indexing Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Fusion Investment Group, LLC 210.08%0.10%0.15%Q3 2014Q3 20153
Investment Research & Advisory Group, Inc. 210.00%0.04%0.07%Q3 2020Q2 20233
KLR INVESTMENT ADVISORS, LLC 331.00%1.04%1.08%Q1 2023Q3 20233
JMAC ENTERPRISES LLC 331.14%1.17%1.20%Q1 2023Q3 20233
ICC CAPITAL MANAGEMENT INC/ 210.47%0.70%0.85%Q2 2014Q1 20153
Planning Solutions Group LLC 330.61%0.62%0.62%Q4 2018Q2 20193
SWISS REINSURANCE CO LTD 330.63%1.30%2.58%Q3 2013Q1 20143
Cadence Bank 210.02%0.02%0.02%Q3 2022Q3 20233
Cable Hill Partners, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
LANDAAS & CO /WI /ADV 210.12%0.13%0.14%Q3 2017Q2 20183
Hightower 6M Holding, LLC 330.05%0.05%0.05%Q1 2022Q3 20223
Glass Jacobson Investment Advisors llc 210.19%0.23%0.28%Q4 2022Q3 20233
WESBANCO BANK INC 330.02%0.02%0.02%Q1 2023Q3 20233
National Wealth Management Group, LLC 330.40%1.13%1.70%Q4 2021Q2 20223
Berkshire Bank 330.41%0.83%1.11%Q1 2023Q3 20233
Veracity Capital LLC 210.08%0.12%0.14%Q1 2020Q4 20203
Founders Capital Management 330.01%0.01%0.01%Q3 2019Q1 20203
Midwest Professional Planners, LTD. 330.01%0.01%0.01%Q4 2017Q2 20183
Brendel Financial Advisors LLC 333.60%3.84%4.00%Q2 2019Q4 20193
BREMER TRUST NATIONAL ASSOCIATION 210.01%0.06%0.09%Q1 2017Q4 20183
VISTA CAPITAL PARTNERS, INC. 330.08%0.08%0.08%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 331.35%1.53%1.74%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20233
Accurate Wealth Management, LLC 330.09%0.10%0.11%Q4 2022Q2 20233
Columbia Trust Co 01012016 210.54%0.59%0.67%Q4 2019Q2 20223
Fifth Third Wealth Advisors LLC 330.08%0.12%0.17%Q2 2023Q4 20233
BTS Asset Management, Inc. 112.12%4.33%6.63%Q4 2020Q2 20233
Nationwide Fund Advisors 330.00%0.00%0.00%Q1 2015Q3 20153
Riverwater Partners LLC 330.24%0.31%0.44%Q4 2021Q2 20223
Main Street Research LLC 330.02%0.03%0.03%Q2 2021Q4 20213
MYCIO WEALTH PARTNERS, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Kraft, Davis & Associates, LLC 210.14%0.24%0.42%Q4 2022Q3 20233
Alamar Capital Management, LLC 210.17%0.20%0.22%Q4 2020Q3 20233
Delta Investment Management, LLC 331.43%1.50%1.57%Q2 2019Q4 20193
Claret Asset Management Corp 330.06%0.07%0.08%Q3 2019Q1 20203
Sandy Cove Advisors, LLC 330.19%0.20%0.20%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.06%0.06%0.06%Q1 2023Q3 20233
Laird Norton Wetherby Wealth Management, LLC 330.04%0.07%0.08%Q1 2016Q3 20163
Beverly Hills Private Wealth, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
ORG Partners LLC 330.02%0.64%1.12%Q1 2023Q3 20233
WMS Partners, LLC 330.03%0.03%0.04%Q3 2021Q1 20223
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.06%0.07%0.08%Q1 2023Q3 20233
Beacon Capital Management, Inc. 110.00%0.00%0.01%Q2 2018Q4 20223
Birchcreek Wealth Management, LLC 210.18%0.31%0.50%Q4 2020Q4 20213
Moss Adams Wealth Advisors LLC 210.00%0.00%0.00%Q4 2022Q3 20233
One Capital Management, LLC 330.02%0.05%0.07%Q2 2022Q4 20223
GHP Investment Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
QUATTRO FINANCIAL ADVISORS LLC 330.31%1.43%2.62%Q1 2017Q3 20173
FundX Investment Group, LLC 223.66%6.16%8.66%Q3 2019Q4 20192
Oak Point Wealth Management 221.27%1.39%1.51%Q4 2017Q1 20182
Alpine Global Management, LLC 110.07%0.08%0.08%Q2 2017Q2 20232
Russell Investments Group, Ltd. 110.02%0.05%0.07%Q4 2022Q2 20232
Lunia Capital LP 221.10%2.09%3.08%Q4 2018Q1 20192
Gallagher Fiduciary Advisors, LLC 220.23%0.29%0.34%Q1 2023Q2 20232
Stelac Advisory Services LLC 220.09%0.10%0.11%Q2 2023Q3 20232
OLD SECOND NATIONAL BANK OF AURORA 220.02%0.03%0.03%Q1 2019Q2 20192
ACG Wealth 110.01%0.03%0.04%Q2 2017Q2 20222
Cottage Street Advisors LLC 220.17%0.22%0.26%Q4 2019Q1 20202
Steward Financial Group LLC 110.00%0.27%0.54%Q4 2022Q3 20232
Fidelis Capital Partners, LLC 220.26%0.30%0.34%Q2 2023Q3 20232
Stillwater Capital Advisors, LLC 220.13%0.20%0.27%Q4 2018Q1 20192
Black Swift Group, LLC 220.02%0.06%0.09%Q3 2018Q4 20182
Financial Management Professionals, Inc. 220.64%0.65%0.67%Q1 2016Q2 20162
WC Walker & Associates, Inc. 221.37%1.39%1.40%Q4 2020Q1 20212
Planned Solutions, Inc. 220.14%0.15%0.16%Q3 2020Q4 20202
CABANA LLC 110.01%0.10%0.18%Q4 2018Q2 20202
CERTUITY, LLC 110.28%0.31%0.34%Q1 2020Q2 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.06%0.12%Q1 2022Q3 20232
BROWN WEALTH MANAGEMENT, LLC 221.73%2.64%3.56%Q2 2023Q3 20232
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
Disciplined Investments, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Paragon Capital Management LLC 220.16%0.17%0.18%Q1 2018Q2 20182
ROCKLAND TRUST CO 220.02%0.03%0.03%Q4 2022Q1 20232
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2022Q4 20222
BW Gestao de Investimentos Ltda. 220.00%1.69%3.39%Q4 2019Q1 20202
Virtu KCG Holdings LLC 220.02%0.03%0.04%Q4 2016Q1 20172
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Exchange Bank 220.49%0.50%0.51%Q2 2023Q3 20232
True Capital Management 220.62%0.69%0.76%Q4 2022Q1 20232
LAKE STREET ADVISORS GROUP, LLC 220.07%0.07%0.08%Q1 2018Q2 20182
Ken Stern & Associates, Inc. 223.14%3.44%3.75%Q1 2016Q2 20162
Freestate Advisors LLC 224.79%37.05%69.31%Q4 2018Q1 20192
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ballast, Inc. 220.20%0.20%0.21%Q4 2017Q1 20182
BKS ADVISORS, LLC 220.52%0.62%0.71%Q2 2016Q3 20162
XML SECURITIES, LLC 220.42%0.48%0.54%Q4 2017Q1 20182
Sandbox Financial Partners, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
FORTE ASSET MANAGEMENT LLC 221.23%1.28%1.33%Q2 2022Q3 20222
Covenant Multifamily Offices, LLC 110.05%0.05%0.05%Q1 2019Q1 20212
CALDWELL SUTTER CAPITAL, INC. 220.02%0.02%0.03%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.01%0.01%Q1 2021Q3 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2014Q4 20202
Kingdom Financial Group LLC. 220.30%0.31%0.31%Q2 2023Q3 20232
BEAM WEALTH ADVISORS, INC. 220.49%0.54%0.59%Q4 2019Q1 20202
Wealthgate Family Office, LLC 222.15%2.28%2.40%Q3 2021Q4 20212
SWS Partners 220.03%0.03%0.03%Q4 2017Q1 20182
WESPAC Advisors, LLC 110.16%0.40%0.63%Q4 2019Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.04%0.04%0.04%Q2 2013Q3 20132
Kidder Stephen W 220.15%0.15%0.15%Q1 2016Q2 20162
Bank OZK 110.11%0.12%0.12%Q4 2022Q2 20232
Weatherstone Capital Management 220.32%0.43%0.54%Q2 2013Q3 20132
Crown Wealth Group, LLC 221.07%1.12%1.16%Q4 2021Q1 20222
Consolidated Planning Corp 110.04%0.16%0.28%Q4 2019Q2 20232
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.01%Q3 2016Q4 20162
Confluence Wealth Services, Inc. 220.07%0.10%0.12%Q4 2021Q1 20222
ETFIDEA, LLC 220.10%0.10%0.10%Q4 2022Q1 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
LEO BROKERAGE, LLC 110.08%0.08%0.09%Q3 2020Q1 20232
HFG Advisors, Inc. 220.23%0.23%0.24%Q4 2021Q1 20222
Synergy Asset Management, LLC 220.13%0.76%1.39%Q4 2021Q1 20222
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Cynosure Group, LLC 220.80%0.86%0.93%Q2 2023Q3 20232
Donald L. Hagan, LLC 110.02%0.02%0.03%Q3 2015Q1 20162
LWMG, LLC 220.06%0.07%0.07%Q4 2022Q1 20232
Fortune Financial Advisors, LLC 226.66%6.69%6.72%Q2 2023Q3 20232
GTS SECURITIES LLC 220.00%0.01%0.03%Q2 2023Q3 20232
Relyea Zuckerberg Hanson LLC 220.53%0.55%0.56%Q4 2021Q1 20222
Harvest Fund Management Co., Ltd 110.05%0.05%0.06%Q1 2017Q4 20182
Cherry Tree Wealth Management, LLC 220.36%0.38%0.39%Q2 2023Q3 20232
FSC Wealth Advisors, LLC 220.01%1.37%2.74%Q4 2021Q1 20222
TITLEIST CAPITAL, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q4 2014Q3 20172
Freedom Investment Management, Inc. 220.50%0.55%0.59%Q3 2019Q4 20192
Financial Connections Group, Inc. 220.03%0.04%0.05%Q4 2021Q1 20222
QCI ASSET MANAGEMENT INC/NY 110.00%0.01%0.02%Q3 2015Q1 20192
Filbrandt Wealth Management, LLC 110.01%0.02%0.02%Q4 2019Q2 20202
FRONTIER INVESTMENT MGMT CO 220.02%0.02%0.02%Q3 2019Q4 20192
BEACONLIGHT CAPITAL, LLC 110.61%1.71%2.82%Q4 2016Q4 20202
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20222
Allegis Investment Advisors, LLC 110.02%0.06%0.10%Q4 2015Q1 20172
Beacon Harbor Wealth Advisors, Inc. 224.05%4.17%4.28%Q3 2019Q4 20192
Sanctuary Wealth Management, L.L.C. 220.00%0.00%0.00%Q2 2023Q3 20232
Boston Trust Walden Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.01%0.01%0.01%Q4 2017Q1 20182
Wealth Advisors of Tampa Bay, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Foresight Wealth Management, LLC 220.01%0.01%0.02%Q3 2019Q4 20192
ANGELES WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Authentikos Wealth Advisory, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
WBI INVESTMENTS, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Madrona Financial Services, LLC 220.24%0.53%0.81%Q2 2023Q3 20232
ARCH CAPITAL GROUP LTD. 221.75%2.97%4.19%Q4 2020Q1 20212
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Bayesian Capital Management, LP 110.03%0.13%0.23%Q1 2020Q2 20232
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.01%0.02%Q3 2013Q4 20132
FourThought Financial Partners, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Renaissance Technologies 110.00%0.00%0.00%Q3 2021Q4 20222
Fund Evaluation Group, LLC 220.17%0.19%0.20%Q4 2019Q1 20202
RWA WEALTH PARTNERS, LLC 110.03%0.04%0.04%Q3 2019Q1 20212
UNION SAVINGS BANK 220.03%0.03%0.03%Q2 2023Q3 20232
Paloma Partners Management Co 110.01%0.08%0.16%Q3 2019Q2 20202
REUTER JAMES WEALTH MANAGEMENT, LLC 220.29%0.31%0.32%Q4 2021Q1 20222
Price Capital Management, Inc. 110.30%0.75%1.20%Q4 2017Q3 20182
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Sound View Wealth Advisors, LLC 220.20%0.21%0.22%Q4 2018Q1 20192
Urban Wealth Management, LLC 110.03%0.66%1.30%Q4 2020Q2 20222
SYM FINANCIAL Corp 110.00%0.12%0.23%Q4 2019Q3 20232
Certus Wealth Management, LLC 221.55%1.66%1.78%Q2 2023Q3 20232
TMD Wealth Management, LLC 229.36%10.29%11.21%Q4 2020Q1 20212
Kessler Investment Group, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.12%0.12%0.12%Q3 2016Q1 20202
INVERNESS COUNSEL LLC /NY/ 220.02%0.02%0.02%Q2 2021Q3 20212
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2018Q1 20192
CPWM, LLC 220.11%0.11%0.11%Q2 2019Q3 20192
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q2 2021Q4 20212
WealthOne, LLC 110.30%0.31%0.32%Q4 2018Q2 20192
Retireful, LLC 221.83%4.23%6.64%Q1 2022Q2 20222
Crestmont Private Wealth LLC 220.06%0.06%0.06%Q4 2021Q1 20222
WCG Wealth Advisors LLC 220.23%0.24%0.25%Q2 2023Q3 20232
OVERSEA-CHINESE BANKING Corp Ltd 220.02%0.04%0.07%Q4 2022Q1 20232
NorthCoast Asset Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
EUDAIMONIA ADVISORS LLC 220.12%0.13%0.13%Q4 2021Q1 20222
Annex Advisory Services, LLC 110.02%0.02%0.02%Q2 2021Q2 20222
JSF Financial, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.11%0.11%0.12%Q2 2023Q3 20232
BAIRD ROBERT W & CO INC /WI/ 220.03%0.03%0.03%Q2 2013Q3 20132
Clear Perspective Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
STANCORP INVESTMENT ADVISERS INC 220.13%0.14%0.14%Q4 2014Q1 20152
Tower Wealth Partners, Inc. 220.64%6.72%12.80%Q4 2020Q1 20212
Facet Wealth, Inc. 220.11%0.25%0.39%Q2 2023Q3 20232
Invesco Ltd. 220.00%0.00%0.00%Q1 2020Q2 20202
Muzinich & Co., Inc. 220.04%0.10%0.16%Q4 2018Q1 20192
SYKON CAPITAL LLC 227.14%7.28%7.42%Q2 2023Q3 20232
SMITH HAYES Advisers, Inc 220.05%0.08%0.10%Q4 2015Q1 20162
Goelzer Investment Management, Inc. 220.03%0.06%0.09%Q1 2019Q2 20192
BALASA DINVERNO & FOLTZ LLC 220.02%0.02%0.02%Q4 2020Q1 20212
TEXAS PERMANENT SCHOOL FUND CORP 220.00%0.00%0.00%Q4 2022Q1 20232
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Icon Wealth Advisors, LLC 220.73%0.73%0.73%Q3 2022Q4 20222
WealthStone, Inc. 110.01%0.26%0.50%Q2 2019Q2 20202
Amplius Wealth Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Bristlecone Advisors, LLC 110.09%0.09%0.10%Q2 2019Q4 20192
Thrive Capital Management, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 220.02%0.02%0.02%Q1 2023Q2 20232
McCarthy Asset Management, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Paragon Advisors, LLC 221.10%1.52%1.94%Q4 2019Q1 20202
Laffer Tengler Investments, Inc. 220.01%0.02%0.02%Q3 2022Q4 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.22%0.29%0.36%Q2 2023Q3 20232
Alpha DNA Investment Management LLC 220.06%0.06%0.06%Q4 2020Q1 20212
Impact Partnership Wealth, LLC 220.01%0.61%1.20%Q2 2023Q3 20232
PACES FERRY WEALTH ADVISORS, LLC 220.18%0.18%0.19%Q3 2020Q4 20202
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q3 20212
Clarkston Capital Partners, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.01%Q2 2017Q3 20172
Brand Asset Management Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
MBM Wealth Consultants, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Costello Asset Management, INC 220.01%0.01%0.01%Q2 2020Q3 20202
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Q3 Asset Management 118.28%8.61%8.93%Q3 2018Q2 20192
PFG Investments, LLC 220.31%0.36%0.40%Q1 2023Q2 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Meiji Yasuda Life Insurance Co 110.50%0.50%0.50%Q3 2016Q3 20161
Trinity Financial Advisors LLC 110.56%0.56%0.56%Q4 2020Q4 20201
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
OneAscent Financial Services LLC 111.18%1.18%1.18%Q3 2019Q3 20191
LVM CAPITAL MANAGEMENT LTD/MI 110.03%0.03%0.03%Q2 2022Q2 20221
Octavia Wealth Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Perfromance Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AXS Investments LLC 112.55%2.55%2.55%Q3 2021Q3 20211
Live Your Vision, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Norway Savings Bank 110.01%0.01%0.01%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
WEST BANCORPORATION INC 110.02%0.02%0.02%Q2 2020Q2 20201
Delphi Private Advisors LLC 110.22%0.22%0.22%Q2 2019Q2 20191
Royal Harbor Partners, LLC 112.18%2.18%2.18%Q4 2019Q4 20191
Autus Asset Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CAMDEN NATIONAL CORP 110.74%0.74%0.74%Q1 2021Q1 20211
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
ADAMSBROWN WEALTH CONSULTANTS LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Empower Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Blackstone Inc. 110.13%0.13%0.13%Q2 2019Q2 20191
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Masso Torrence Wealth Management Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Parkwood LLC 110.07%0.07%0.07%Q3 2015Q3 20151
GOULD ASSET MANAGEMENT LLC /CA/ 110.08%0.08%0.08%Q2 2022Q2 20221
Counsel Portfolio Services Inc. 110.12%0.12%0.12%Q1 2016Q1 20161
Turim 21 Investimentos Ltda. 110.01%0.01%0.01%Q3 2020Q3 20201
Boussard & Gavaudan Investment Management LLP 111.89%1.89%1.89%Q3 2016Q3 20161
M&R CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2023Q4 20231
Navis Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.69%0.69%0.69%Q2 2022Q2 20221
Phoenix Wealth Advisors 110.01%0.01%0.01%Q4 2020Q4 20201
Strategic Equity Management 114.16%4.16%4.16%Q4 2022Q4 20221
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Center for Financial Planning, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Secure Asset Management, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
PURSUE WEALTH PARTNERS LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BigSur Wealth Management LLC 110.18%0.18%0.18%Q1 2021Q1 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q4 2021Q4 20211
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Requisite Energy Fund I LP 114.01%4.01%4.01%Q4 2018Q4 20181
Klaas Financial Asset Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ICW Investment Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q1 2016Q1 20161
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Private Advisory Group LLC 111.00%1.00%1.00%Q3 2023Q3 20231
QCM Cayman, Ltd. 110.32%0.32%0.32%Q4 2020Q4 20201
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 110.67%0.67%0.67%Q2 2017Q2 20171
NIEMANN CAPITAL MANAGEMENT INC 112.58%2.58%2.58%Q4 2019Q4 20191
Alpine Group USVI, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
SYNTAX RESEARCH, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Carnick & Kubik, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Graypoint LLC 110.06%0.06%0.06%Q3 2023Q3 20231
BIRINYI ASSOCIATES INC 110.10%0.10%0.10%Q3 2020Q3 20201
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Cleary Gull Holdings Inc. 110.13%0.13%0.13%Q1 2016Q1 20161
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
RiverGlades Family Offices LLC 111.51%1.51%1.51%Q4 2018Q4 20181
JD Financial Services Inc. 110.43%0.43%0.43%Q4 2020Q4 20201
Catalyst Capital Advisors LLC 117.24%7.24%7.24%Q3 2023Q3 20231
Claybrook Capital, LLC 113.08%3.08%3.08%Q4 2018Q4 20181
XR Securities LLC 110.12%0.12%0.12%Q1 2020Q1 20201
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2019Q4 20191
Eagle Strategies LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Consolidated Portfolio Review Corp 110.14%0.14%0.14%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 111.46%1.46%1.46%Q4 2019Q4 20191
CADENCE BANK NA 110.08%0.08%0.08%Q2 2022Q2 20221
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
AURORA FINANCIAL ADVISORS, LLC 113.98%3.98%3.98%Q4 2017Q4 20171
CITY NATIONAL BANK 110.00%0.00%0.00%Q4 2014Q4 20141
SHIKIAR ASSET MANAGEMENT INC 110.14%0.14%0.14%Q2 2017Q2 20171
Headlands Technologies LLC 110.08%0.08%0.08%Q3 2023Q3 20231
3Chopt Investment Partners, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Team Financial Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
BluePath Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Goldstream Capital Management Ltd 110.52%0.52%0.52%Q4 2021Q4 20211
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Catamount Wealth Management 110.10%0.10%0.10%Q1 2019Q1 20191
Natixis Investment Managers International 111.15%1.15%1.15%Q3 2018Q3 20181
Arlington Trust Co LLC 110.28%0.28%0.28%Q3 2023Q3 20231
CYPRESS FINANCIAL PLANNING LLC 110.16%0.16%0.16%Q2 2022Q2 20221
SMITH SHELLNUT WILSON LLC /ADV 110.00%0.00%0.00%Q3 2021Q3 20211
JCIC Asset Management Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Opes Advisors Inc 110.27%0.27%0.27%Q4 2018Q4 20181
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.22%0.22%0.22%Q2 2020Q2 20201
Bridgewater Advisors Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Blume Capital Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Capstone Financial Advisors, Inc. 110.23%0.23%0.23%Q4 2018Q4 20181
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.03%0.03%0.03%Q2 2019Q2 20191
CITY HOLDING CO 110.00%0.00%0.00%Q2 2021Q2 20211
Westover Capital Advisors, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
FIRST MIDWEST BANK TRUST DIVISION 110.05%0.05%0.05%Q1 2018Q1 20181
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.42%0.42%0.42%Q3 2023Q3 20231
Johanson Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Landsberg, Bennett, & Dubbaneh LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Activest Wealth Management 110.02%0.02%0.02%Q4 2022Q4 20221
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q3 2023Q3 20231
NEXT Financial Holdings 110.30%0.30%0.30%Q1 2019Q1 20191
Single Point Partners, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Clarfeld Financial Advisors, LLC 114.71%4.71%4.71%Q4 2018Q4 20181
Wealth Architects, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Edgestream Partners, L.P. 110.10%0.10%0.10%Q3 2023Q3 20231
STRATEGIC WEALTH MANAGEMENT INC 112.01%2.01%2.01%Q1 2018Q1 20181
Argent Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Vision Capital Management, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Rather & Kittrell, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Square, LLC 110.75%0.75%0.75%Q4 2019Q4 20191
Redwood Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.10%0.10%0.10%Q4 2020Q4 20201
PANORAMIC INVESTMENT ADVISORS, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
NAVELLIER & ASSOCIATES INC 110.76%0.76%0.76%Q1 2020Q1 20201
Envestnet Portfolio Solutions, Inc. 111.17%1.17%1.17%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.40%0.40%0.40%Q3 2022Q3 20221
Empowered Funds, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Semus Wealth Partners LLC 110.19%0.19%0.19%Q2 2023Q2 20231
SNS Financial Group, LLC 110.31%0.31%0.31%Q4 2016Q4 20161
HNP Capital LLC 110.27%0.27%0.27%Q1 2020Q1 20201
BEACON FINANCIAL GROUP 110.10%0.10%0.10%Q3 2023Q3 20231
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q3 2013Q3 20131
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
NEW ENGLAND ASSET MANAGEMENT INC 110.22%0.22%0.22%Q1 2015Q1 20151
Cardinal Point Wealth Management Partners, LLC 115.17%5.17%5.17%Q4 2021Q4 20211
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
Julex Capital Management, LLC 1114.25%14.25%14.25%Q3 2019Q3 20191
Great Lakes Retirement, Inc. 111.70%1.70%1.70%Q4 2019Q4 20191
Algebris (UK) Ltd 111.80%1.80%1.80%Q2 2019Q2 20191
RiverTree Advisors, LLC 116.22%6.22%6.22%Q4 2020Q4 20201
Power Corp of Canada 111.85%1.85%1.85%Q1 2022Q1 20221
Acorn Advisory Capital L.P. 1111.83%11.83%11.83%Q4 2017Q4 20171
LVW Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Itau Unibanco Holding S.A. 110.04%0.04%0.04%Q3 2022Q3 20221
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Greenhouse Wealth Management, LLC 115.43%5.43%5.43%Q4 2020Q4 20201
PCG Wealth Advisors, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
PRUDENTIAL PLC 110.00%0.00%0.00%Q1 2019Q1 20191
Glassman Wealth Services 110.01%0.01%0.01%Q2 2022Q2 20221
Chesapeake Wealth Management 110.13%0.13%0.13%Q4 2018Q4 20181
DERBY & COMPANY, INC 110.34%0.34%0.34%Q4 2019Q4 20191
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Second Half Financial Partners, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Sciencast Management LP 110.13%0.13%0.13%Q2 2017Q2 20171
Karp Capital Management Corp 110.01%0.01%0.01%Q3 2022Q3 20221
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SWM Advisors 111.19%1.19%1.19%Q4 2021Q4 20211
WESTPORT RESOURCES MANAGEMENT INC 110.02%0.02%0.02%Q2 2016Q2 20161
Bluesphere Advisors, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
NVWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Algebris Investments (UK) LLP 110.84%0.84%0.84%Q1 2017Q1 20171
Client First Capital LLC 110.23%0.23%0.23%Q4 2021Q4 20211
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q1 2021Q1 20211
FUKOKU MUTUAL LIFE INSURANCE Co 110.11%0.11%0.11%Q4 2019Q4 20191
Johnson Financial Group, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Fulcrum Equity Management 111.06%1.06%1.06%Q3 2021Q3 20211
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Evanson Asset Management, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Strategic Financial Services, Inc, 110.09%0.09%0.09%Q4 2018Q4 20181
SHAYNE & JACOBS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
FIRST AMERICAN TRUST, FSB 110.03%0.03%0.03%Q4 2020Q4 20201
GSA CAPITAL PARTNERS LLP 110.07%0.07%0.07%Q2 2023Q2 20231
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Hibernia Wealth Partners, LLC 112.06%2.06%2.06%Q3 2023Q3 20231
VICTORY CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q3 2019Q3 20191
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Clearstead Trust, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 110.19%0.19%0.19%Q1 2016Q1 20161
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
KELLEHER FINANCIAL ADVISORS 110.34%0.34%0.34%Q4 2017Q4 20171
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Rothschild Capital Partners, LLC 111.64%1.64%1.64%Q3 2016Q3 20161
Hamilton Capital, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 119.38%9.38%9.38%Q4 2022Q4 20221
Accuvest Global Advisors 112.14%2.14%2.14%Q2 2013Q2 20131
CXI Advisors 110.08%0.08%0.08%Q4 2019Q4 20191
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Signature Financial Management, Inc. 113.23%3.23%3.23%Q3 2016Q3 20161
Centiva Capital, LP 110.52%0.52%0.52%Q2 2020Q2 20201
Elevation Capital Advisory, LLC 115.82%5.82%5.82%Q2 2021Q2 20211
People's United Financial, Inc. 110.41%0.41%0.41%Q1 2022Q1 20221
Gallagher Benefit Services, Inc. 110.96%0.96%0.96%Q4 2022Q4 20221
GRANDFIELD & DODD, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Crosspoint Capital Strategies, LLC 111.67%1.67%1.67%Q4 2015Q4 20151
Wakefield Asset Management LLLP 110.60%0.60%0.60%Q4 2019Q4 20191
Cobblestone Asset Management LLC 111.62%1.62%1.62%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Ipsen Advisor Group LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Ullmann Wealth Partners Group, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
WFA Asset Management Corp 110.00%0.00%0.00%Q1 2022Q1 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
THEORY FINANCIAL LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
LWS Wealth Advisors, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
Quantinno Capital Management LP 110.04%0.04%0.04%Q2 2022Q2 20221
First Capital Advisors Group, LLC. 110.03%0.03%0.03%Q1 2018Q1 20181
CAPITAL INSIGHT PARTNERS, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Callan Capital, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
CKW FINANCIAL GROUP 110.69%0.69%0.69%Q4 2015Q4 20151
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Sepio Capital, LP 110.06%0.06%0.06%Q2 2020Q2 20201
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
IFS Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Millburn Ridgefield Corp 118.41%8.41%8.41%Q3 2023Q3 20231
ClearBridge Investments 110.00%0.00%0.00%Q3 2016Q3 20161
Curi Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Verition Fund Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.02%0.02%0.02%Q3 2017Q3 20171
Integrated Wealth Management 110.28%0.28%0.28%Q1 2017Q1 20171
GREENWOOD CAPITAL ASSOCIATES LLC 110.05%0.05%0.05%Q3 2023Q3 20231
HAP Trading, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Beta Wealth Group, Inc. 110.76%0.76%0.76%Q4 2020Q4 20201
Field & Main Bank 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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