ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CPWM, LLC 44440.12%1.12%2.52%Q4 2011Q3 202244
JAMES INVESTMENT RESEARCH INC 42420.06%0.26%0.74%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.40%1.57%7.85%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.06%0.31%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Arbor Investment Advisors, LLC 41410.20%2.07%5.95%Q3 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 3520.01%0.06%0.33%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.04%Q1 2014Q3 202339
AMERIPRISE FINANCIAL INC 3360.00%0.06%0.21%Q2 2013Q3 202339
ARGI Investment Services, LLC 3261.04%2.20%9.54%Q2 2013Q4 202238
ENVESTNET ASSET MANAGEMENT INC 27110.00%0.03%0.08%Q1 2014Q3 202338
LaFleur & Godfrey LLC 37370.04%0.08%0.12%Q3 2014Q3 202337
Private Advisor Group, LLC 37370.00%0.07%0.18%Q3 2014Q3 202337
Personal Capital Advisors Corp 37371.08%1.22%1.64%Q4 2013Q4 202237
Modera Wealth Management, LLC 27100.01%9.74%27.14%Q2 2013Q3 202337
Sensible Financial Planning & Management, LLC. 3420.01%2.21%4.64%Q3 2014Q3 202336
Family Firm, Inc. 36361.79%3.19%4.13%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36360.64%2.84%4.44%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2110.00%0.04%0.19%Q1 2014Q3 202336
UBS Group AG 36360.01%0.02%0.08%Q4 2014Q3 202336
ALESCO ADVISORS LLC 36360.02%0.25%0.58%Q4 2014Q3 202336
BlackRock Inc. 36360.00%0.02%0.12%Q4 2014Q3 202336
KWMG, LLC 36360.24%0.77%1.60%Q4 2014Q3 202336
CITIGROUP INC 2820.00%0.00%0.00%Q2 2013Q3 202336
Sigma Planning Corp 36360.07%0.15%0.30%Q4 2014Q3 202336
VICUS CAPITAL 3510.02%0.07%0.79%Q4 2013Q4 202236
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.01%0.03%Q1 2015Q3 202335
GOULD ASSET MANAGEMENT LLC /CA/ 34340.37%1.78%4.61%Q2 2015Q3 202334
JANE STREET GROUP, LLC 1720.00%0.03%0.29%Q2 2014Q3 202334
LINCOLN NATIONAL CORP 2580.02%0.11%0.24%Q4 2013Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.07%0.23%Q3 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 2750.01%0.02%0.05%Q3 2013Q3 202332
HOME FEDERAL BANK OF TENNESSEE 32320.89%1.44%2.32%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.06%0.33%Q4 2015Q3 202331
ASSETMARK, INC 1210.00%0.09%0.47%Q3 2013Q3 202331
Freedom Investment Management, Inc. 31310.05%0.30%0.63%Q1 2016Q3 202331
Psagot Value Holdings Ltd. 31310.00%0.02%0.05%Q2 2013Q4 202031
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q2 2013Q3 202329
3D ASSET MANAGEMENT, INC 2720.05%0.17%0.34%Q2 2013Q3 202029
Citadel Advisors 710.00%0.00%0.01%Q2 2016Q3 202329
Avior Wealth Management, LLC 29290.00%0.00%0.03%Q3 2016Q3 202329
COURIER CAPITAL LLC 28280.09%0.91%1.39%Q4 2016Q3 202328
FIFTH THIRD BANCORP 1610.00%0.01%0.09%Q2 2013Q3 202328
Lee Financial Co 28280.64%4.27%9.28%Q4 2016Q3 202328
Chesley Taft & Associates LLC 28280.06%0.13%0.26%Q4 2016Q3 202328
BARCLAYS PLC 2610.00%0.00%0.00%Q4 2013Q3 202328
Migdal Insurance & Financial Holdings Ltd. 28280.00%0.01%0.10%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.24%Q2 2013Q4 201927
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 27270.03%0.26%0.80%Q1 2017Q3 202327
Destination Wealth Management 27272.27%2.67%3.26%Q1 2017Q3 202327
Janney Montgomery Scott LLC 27270.01%0.19%0.49%Q1 2017Q3 202327
Ironwood Financial, llc 2340.00%0.31%1.46%Q4 2014Q3 202127
PHILLIPS FINANCIAL MANAGEMENT, LLC 27270.19%0.27%0.49%Q1 2017Q3 202327
Focused Wealth Management, Inc 2430.00%0.21%1.82%Q1 2015Q3 202327
Creative Planning 1810.00%0.01%0.05%Q2 2014Q3 202326
Geneos Wealth Management Inc. 2330.00%0.04%0.44%Q1 2017Q3 202326
GOLDMAN SACHS GROUP INC 26260.00%0.01%0.11%Q2 2017Q3 202326
New Capital Management LP 1813.52%6.54%11.80%Q4 2016Q3 202326
NWAM LLC 1320.02%0.15%0.53%Q2 2012Q3 202326
MOTCO 2510.00%0.01%0.02%Q2 2013Q3 202326
NEXT Financial Group, Inc 1360.00%0.05%0.45%Q3 2014Q4 202126
HighTower Advisors, LLC 26260.00%0.07%0.16%Q2 2017Q3 202326
WASHINGTON TRUST Co 15100.02%0.06%0.17%Q2 2017Q3 202325
Advisory Services Network, LLC 2210.00%0.03%0.12%Q4 2013Q3 202325
US BANCORP \DE\ 2410.00%0.00%0.01%Q2 2017Q3 202325
Martin Capital Partners, LLC 25250.83%1.34%1.60%Q4 2017Q4 202325
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2310.05%0.26%1.13%Q4 2016Q3 202324
Trilogy Capital Inc. 24240.98%1.43%2.36%Q4 2017Q3 202324
IFG Advisory, LLC 24240.40%0.84%1.23%Q4 2017Q3 202324
New Potomac Partners, LLC 24241.28%2.70%3.72%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.09%0.39%0.92%Q4 2017Q3 202324
Bridgeworth, LLC 24240.06%0.98%2.59%Q4 2016Q3 202224
ALTFEST L J & CO INC 24243.70%9.41%15.92%Q4 2017Q3 202324
LVZ, Inc. 2040.04%0.99%5.40%Q4 2013Q1 202324
Stordahl Capital Management, Inc. 24244.12%5.43%7.48%Q4 2017Q3 202324
Tortoise Investment Management, LLC 24240.03%1.38%4.90%Q4 2017Q3 202324
NORTHWEST WEALTH MANAGEMENT, LLC 24240.27%0.53%0.87%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.07%0.16%0.35%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.06%0.17%Q4 2017Q3 202324
Fortis Advisors, LLC 23230.25%0.36%0.54%Q1 2018Q3 202323
ROCKLAND TRUST CO 23230.28%0.91%1.21%Q1 2018Q3 202323
AE Wealth Management LLC 1940.02%0.09%0.21%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.01%0.01%Q1 2018Q3 202323
M&T BANK CORP 1580.00%0.00%0.00%Q4 2016Q3 202323
Pure Financial Advisors, LLC 22220.03%0.38%1.56%Q3 2018Q4 202322
Forefront Analytics, LLC 22220.35%1.00%2.11%Q2 2018Q3 202322
STEPHENS INC /AR/ 22220.01%0.09%0.51%Q2 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.07%0.90%2.72%Q4 2017Q1 202322
COMERICA SECURITIES INC 22220.28%0.83%2.24%Q3 2013Q4 201822
Continuum Advisory, LLC 22220.20%1.11%2.55%Q2 2018Q3 202322
Winfield Associates, Inc. 1710.02%0.15%0.82%Q4 2013Q1 202222
WestEnd Advisors, LLC 22220.00%0.58%1.67%Q1 2017Q2 202222
CENTAURUS FINANCIAL, INC. 22220.00%0.15%0.50%Q2 2018Q3 202322
American Money Management, LLC 22220.19%3.76%6.35%Q2 2018Q3 202322
FLOW TRADERS U.S. LLC 910.02%0.29%0.94%Q3 2016Q3 202322
Keystone Financial Group 2110.06%0.14%0.33%Q4 2017Q2 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.01%0.05%Q3 2013Q3 202321
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 21210.02%0.17%0.23%Q3 2018Q3 202321
Rehmann Capital Advisory Group 1560.00%0.15%0.49%Q1 2018Q3 202321
Dynamic Advisor Solutions LLC 1830.01%0.09%0.38%Q4 2017Q3 202321
Simplicity Solutions, LLC 940.01%0.09%0.22%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.11%Q3 2018Q3 202321
Barber Financial Group, Inc. 21212.19%8.14%38.53%Q1 2018Q1 202321
Steward Partners Investment Advisory, LLC 1810.00%0.12%0.50%Q4 2017Q3 202321
Parallel Advisors, LLC 1510.00%0.00%0.01%Q4 2016Q3 202321
KEATING INVESTMENT COUNSELORS INC 21217.07%11.41%23.46%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
BDO Wealth Advisors, LLC 21210.00%0.02%0.05%Q2 2018Q2 202321
Bank of New York Mellon Corp 1920.00%0.00%0.00%Q2 2018Q3 202321
FMR LLC 21210.00%0.03%0.15%Q3 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 1370.00%0.01%0.05%Q1 2018Q2 202320
Hillcrest Wealth Advisors - NY, LLC 20202.42%3.28%4.55%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.06%0.49%1.58%Q4 2018Q3 202320
Fieldpoint Private Securities, LLC 20200.02%0.43%0.79%Q3 2017Q2 202220
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.04%1.13%3.94%Q1 2018Q3 202320
Kohmann Bosshard Financial Services, LLC 20200.13%0.22%0.37%Q4 2018Q3 202320
CWM, LLC 1280.01%0.04%0.35%Q3 2018Q3 202320
MML INVESTORS SERVICES, LLC 20200.00%0.06%0.22%Q4 2018Q3 202320
COLDSTREAM CAPITAL MANAGEMENT INC 940.01%0.23%0.79%Q2 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.10%0.18%Q4 2018Q3 202320
Gradient Capital Advisors, LLC 20200.10%0.42%0.61%Q2 2018Q1 202320
Financial Architects, Inc 1020.00%0.04%0.17%Q1 2017Q2 202320
OPPENHEIMER & CO INC 20200.13%0.22%0.37%Q4 2018Q3 202320
Atria Investments, Inc 1370.03%0.09%0.56%Q1 2017Q3 202320
WEDBUSH SECURITIES INC 1190.01%0.02%0.04%Q1 2018Q3 202320
Baker Avenue Asset Management, LP 20200.01%0.43%0.76%Q4 2018Q3 202320
Allworth Financial LP 20200.00%0.01%0.02%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.59%0.88%1.07%Q4 2018Q3 202320
BLAIR WILLIAM & CO/IL 1720.00%0.01%0.03%Q3 2018Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 1090.00%0.00%0.01%Q2 2013Q1 202319
TRUE Private Wealth Advisors 1270.03%0.89%2.02%Q1 2018Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Baird Financial Group, Inc. 1810.00%0.01%0.02%Q2 2015Q3 202319
Western Wealth Management, LLC 1180.05%0.10%0.20%Q4 2018Q3 202319
ELEMENT POINTE ADVISORS, LLC 1540.26%0.92%3.85%Q4 2018Q3 202319
BLB&B Advisors, LLC 19190.04%0.05%0.08%Q2 2013Q4 201719
RDA Financial Network 19191.14%1.56%2.49%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.02%0.34%1.10%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 1540.09%0.26%0.54%Q4 2018Q3 202319
JPMORGAN CHASE & CO 1110.00%0.00%0.01%Q2 2017Q3 202319
Successful Portfolios LLC 1710.24%0.48%1.05%Q1 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 1170.00%0.02%0.05%Q2 2018Q3 202318
Deane Retirement Strategies, Inc. 1080.00%5.07%16.42%Q1 2018Q4 202218
Mutual Advisors, LLC 18180.03%0.18%0.66%Q2 2019Q3 202318
American Portfolios Advisors 18180.01%0.04%0.12%Q2 2018Q3 202218
Cetera Advisors LLC 1410.01%0.56%2.09%Q1 2018Q3 202318
Vigilant Capital Management, LLC 990.00%0.00%0.00%Q3 2016Q2 202318
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 18180.15%0.44%0.72%Q2 2019Q3 202318
Dana Investment Advisors, Inc. 1030.01%0.03%0.10%Q2 2013Q1 201818
THRIVENT FINANCIAL FOR LUTHERANS 1440.00%0.02%0.06%Q3 2017Q1 202318
Global Retirement Partners, LLC 1170.01%0.04%0.12%Q1 2019Q3 202318
Landmark Financial Advisors, LLC 17170.21%4.99%7.05%Q3 2019Q3 202317
Parkside Advisors LLC 17170.44%3.00%4.81%Q4 2019Q4 202317
CIBC WORLD MARKET INC. 920.00%0.01%0.03%Q2 2013Q3 202317
Gradient Investments LLC 710.00%0.05%0.20%Q4 2017Q3 202317
Sowell Financial Services LLC 1020.02%0.07%0.18%Q4 2018Q3 202317
WFG Advisors, LP 17170.00%0.01%0.02%Q2 2013Q2 201717
Regal Investment Advisors LLC 810.00%0.40%1.76%Q2 2013Q3 202317
Boltwood Capital Management 17170.13%0.18%0.23%Q3 2018Q3 202217
Westside Investment Management, Inc. 1510.00%0.01%0.03%Q4 2018Q3 202317
TRUIST FINANCIAL CORP 1610.01%0.05%0.15%Q3 2013Q3 202317
Smith & Howard Wealth Management, LLC 17170.15%2.33%5.63%Q3 2019Q3 202317
Mascoma Wealth Management LLC 1120.00%1.70%3.58%Q4 2016Q3 202317
North Star Investment Management Corp. 17170.00%0.00%0.00%Q3 2019Q3 202317
MGO ONE SEVEN LLC 17170.18%0.43%0.88%Q3 2019Q3 202317
Blue Edge Capital, LLC 17170.05%0.42%1.31%Q4 2018Q4 202217
Municipal Employees' Retirement System of Michigan 17170.18%0.58%2.29%Q3 2019Q3 202317
Selective Wealth Management, Inc. 1430.01%0.65%3.38%Q3 2019Q4 202317
HBW ADVISORY SERVICES LLC 17170.73%1.00%1.96%Q3 2019Q3 202317
JNBA Financial Advisors 17170.00%0.00%0.00%Q4 2018Q4 202217
FIRST NATIONAL CORP /MA/ /ADV 1520.02%1.88%4.28%Q4 2018Q1 202317
Legacy Bridge, LLC 16160.06%0.13%0.28%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.12%0.42%Q4 2019Q3 202316
Bison Wealth, LLC 16160.00%0.13%0.36%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.15%0.24%0.46%Q4 2019Q3 202316
TD Capital Management LLC 1420.02%0.11%0.39%Q4 2014Q3 202316
LWS Wealth Advisors, Inc. 16164.60%6.58%8.14%Q4 2019Q3 202316
Paulson Wealth Management Inc. 1150.42%2.17%8.21%Q1 2018Q3 202216
Heartwood Wealth Advisors LLC 16161.00%1.78%2.32%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.77%1.59%2.60%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.81%2.26%3.61%Q4 2019Q3 202316
Estate Counselors, LLC 16161.72%3.43%4.56%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.13%0.30%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.24%0.28%0.40%Q4 2019Q3 202316
RONALD BLUE & CO LLC 16160.01%0.07%0.34%Q3 2013Q2 201716
Beacon Financial Advisory LLC 16160.23%0.83%1.42%Q4 2019Q3 202316
Clearwater Capital Advisors, LLC 970.07%1.75%3.27%Q1 2018Q4 202216
ROCKEFELLER FINANCIAL SERVICES INC 1420.01%0.01%0.01%Q4 2013Q4 201716
PBMares Wealth Management LLC 16160.24%0.85%1.85%Q4 2019Q3 202316
Portland Global Advisors LLC 16162.12%2.61%3.36%Q4 2019Q3 202316
Endurance Wealth Management, Inc. 16160.00%0.00%0.00%Q3 2019Q2 202316
BANK HAPOALIM BM 16160.05%0.35%0.67%Q4 2013Q3 201716
Carroll Financial Associates, Inc. 16160.01%0.05%0.75%Q1 2018Q4 202116
Acorn Wealth Advisors, LLC 1330.15%0.55%0.97%Q4 2017Q3 202316
First Horizon Advisors, Inc. 1150.00%0.05%0.16%Q4 2017Q3 202316
OSAIC HOLDINGS, INC. 15150.02%0.08%0.18%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.55%2.25%4.18%Q1 2020Q3 202315
GUGGENHEIM CAPITAL LLC 15150.01%0.02%0.08%Q1 2020Q3 202315
WEALTHSOURCE PARTNERS, LLC 710.03%0.20%0.65%Q2 2018Q3 202315
Avidian Wealth Solutions, LLC 870.02%0.67%1.51%Q1 2019Q3 202315
OneDigital Investment Advisors LLC 1010.00%0.02%0.04%Q2 2017Q3 202315
Valmark Advisers, Inc. 15150.03%0.12%0.21%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 15150.01%0.02%0.04%Q1 2020Q3 202315
RHS Financial, LLC 15150.49%0.75%1.17%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
Quaker Wealth Management, LLC 963.00%4.95%9.39%Q4 2019Q3 202315
REGENTATLANTIC CAPITAL LLC 1210.04%0.10%0.17%Q4 2013Q4 201915
CHILTON CAPITAL MANAGEMENT LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
Alpha Omega Wealth Management LLC 15150.05%0.22%0.52%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.00%0.01%0.02%Q1 2019Q3 202215
Advisor Group, Inc. 15150.02%0.03%0.04%Q2 2016Q4 201915
Wechter Feldman Wealth Management, Inc. 15151.90%8.41%27.29%Q4 2017Q2 202115
Global Trust Asset Management, LLC 870.04%0.19%0.46%Q4 2017Q3 202315
Renaissance Technologies 1210.00%0.01%0.03%Q2 2018Q3 202215
Belpointe Asset Management LLC 720.02%0.10%0.26%Q3 2018Q3 202315
Hilltop Holdings Inc. 1410.59%0.98%2.41%Q4 2019Q3 202315
Evanson Asset Management, LLC 1320.02%0.03%0.05%Q2 2019Q2 202315
Summit X, LLC 15150.02%0.09%0.17%Q2 2018Q4 202115
Stone House Investment Management, LLC 1020.02%1.08%4.12%Q4 2016Q3 202315
Pensionmark Financial Group, LLC 14140.15%0.30%0.56%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 860.01%0.05%0.12%Q1 2018Q3 202314
Transamerica Financial Advisors, Inc. 860.00%0.01%0.03%Q2 2013Q3 202314
Prestige Wealth Management Group LLC 14140.00%0.39%5.39%Q4 2018Q1 202214
INVESTMENT PARTNERS, LTD. 14140.16%0.68%1.97%Q1 2019Q2 202214
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2013Q3 202314
AdvisorNet Financial, Inc 950.00%0.03%0.18%Q3 2018Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
IHT Wealth Management, LLC 520.01%0.03%0.06%Q1 2017Q3 202214
First National Bank of Hutchinson 13130.25%1.13%2.21%Q3 2020Q3 202313
Sargent Bickham Lagudis LLC 940.00%0.04%0.28%Q2 2017Q4 202213
Founders Financial Alliance, LLC 13130.00%0.22%0.52%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.05%0.13%Q3 2020Q3 202313
BBVA USA Bancshares, Inc. 13130.05%0.35%0.88%Q1 2018Q1 202113
EQUITABLE TRUST CO 760.01%0.04%0.28%Q4 2018Q2 202213
WOLVERINE TRADING, LLC 910.00%0.01%0.02%Q2 2016Q2 202213
Curbstone Financial Management Corp 13130.10%0.58%0.77%Q4 2020Q4 202313
AlphaMark Advisors, LLC 1120.00%0.00%0.01%Q4 2016Q4 202213
Smart Money Group LLC 850.37%1.66%5.86%Q1 2018Q2 202313
Beaumont Financial Partners, LLC 810.00%0.04%0.08%Q4 2016Q2 202213
MIRSKY FINANCIAL MANAGEMENT CORP. 13130.11%0.50%0.97%Q4 2018Q4 202113
PARK AVENUE SECURITIES LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Vestmark Advisory Solutions, Inc. 710.01%0.14%0.36%Q1 2019Q2 202313
GREAT LAKES ADVISORS, LLC 13130.01%0.01%0.03%Q1 2014Q1 201713
Orion Portfolio Solutions, LLC 1120.00%0.27%0.85%Q1 2020Q3 202313
United Asset Strategies, Inc. 13130.03%0.13%0.24%Q3 2020Q3 202313
Parcion Private Wealth LLC 13130.03%4.15%6.36%Q4 2019Q4 202213
Guidance Point Advisors, LLC 1210.11%0.69%1.94%Q4 2018Q1 202313
Ballentine Partners, LLC 13130.05%0.06%0.08%Q2 2017Q2 202013
FIFTH THIRD SECURITIES, INC. 760.17%0.75%2.20%Q2 2020Q3 202313
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.10%0.62%1.89%Q3 2020Q3 202313
COMERICA SECURITIES,INC. 930.05%0.38%0.89%Q1 2019Q3 202312
Physician Wealth Advisors, Inc. 12120.08%0.31%0.66%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.01%2.53%5.61%Q2 2018Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Quad-Cities Investment Group, LLC 12120.39%1.05%1.72%Q4 2020Q3 202312
B. Riley Wealth Advisors, Inc. 12120.06%0.36%0.56%Q4 2020Q3 202312
Prospera Financial Services Inc 710.00%0.16%0.55%Q1 2019Q3 202312
Darwin Wealth Management, LLC 810.06%0.20%0.45%Q4 2016Q1 202012
Weaver Consulting Group 710.01%0.07%0.12%Q1 2019Q3 202312
IndexIQ Advisors LLC 12120.00%0.14%0.62%Q1 2017Q4 201912
Columbus Macro, LLC 750.07%0.79%2.42%Q2 2019Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.13%0.39%Q4 2018Q3 202112
BRANDYWINE OAK PRIVATE WEALTH LLC 1020.10%4.21%5.58%Q4 2019Q3 202312
Gratus Capital, LLC 12120.02%0.09%0.25%Q3 2020Q2 202312
Mayflower Financial Advisors, LLC 12120.04%0.05%0.08%Q4 2020Q3 202312
Virtu KCG Holdings LLC 910.00%0.04%0.10%Q3 2013Q1 201712
True Link Financial Advisors, LLC 12120.24%0.29%0.33%Q4 2020Q3 202312
AVANTAX ADVISORY SERVICES, INC. 1110.01%0.06%0.10%Q3 2020Q3 202312
360 Financial, Inc. 12120.29%0.35%0.42%Q3 2020Q2 202312
Galvin, Gaustad & Stein, LLC 12120.34%1.05%1.60%Q4 2020Q3 202312
NewEdge Advisors, LLC 910.00%0.15%0.35%Q2 2017Q3 202312
RETIREMENT CAPITAL STRATEGIES 12120.06%5.34%10.09%Q4 2020Q3 202312
WBH ADVISORY INC 930.03%0.04%0.05%Q2 2019Q2 202212
Cable Hill Partners, LLC 610.05%2.91%5.07%Q4 2014Q3 202312
Baldrige Asset Management LLC 840.01%0.03%0.08%Q1 2019Q1 202312
Brinker Capital Investments, LLC 920.00%0.01%0.06%Q3 2016Q2 201911
Orion Capital Management LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 11110.07%1.37%3.87%Q1 2021Q3 202311
Meridian Wealth Management, LLC 11110.03%0.12%0.19%Q1 2021Q3 202311
Lido Advisors, LLC 830.00%0.05%0.14%Q4 2020Q3 202311
Granite Investment Advisors, LLC 650.04%0.04%0.05%Q2 2013Q1 201711
PRUDENTIAL FINANCIAL INC 1010.00%0.01%0.03%Q4 2016Q3 202311
First PREMIER Bank 11110.30%0.43%0.67%Q1 2021Q3 202311
Pasadena Private Wealth, LLC 740.23%2.91%5.11%Q1 2019Q3 202211
MILLENNIUM MANAGEMENT LLC 920.00%0.00%0.00%Q3 2017Q3 202311
Spire Wealth Management 11110.04%0.07%0.12%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.02%0.03%0.04%Q4 2017Q2 202011
Cetera Advisor Networks LLC 1010.00%0.12%0.51%Q2 2020Q3 202311
Brookstone Capital Management 1010.00%0.04%0.12%Q2 2017Q3 202311
L. Roy Papp & Associates, LLP 11110.06%0.12%0.14%Q1 2021Q3 202311
USAdvisors Wealth Management, LLC 620.10%1.20%2.77%Q4 2019Q3 202311
Eagle Capital Management, LLC 11110.20%3.80%9.84%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 740.00%0.08%0.43%Q3 2019Q3 202311
OLD DOMINION CAPITAL MANAGEMENT INC 11110.05%0.06%0.09%Q1 2019Q3 202111
Cetera Investment Advisers 11110.03%0.12%0.26%Q1 2021Q3 202311
M. Kulyk & Associates, LLC 11114.01%9.17%12.86%Q1 2021Q3 202311
BB&T SECURITIES, LLC 11110.01%0.10%0.18%Q1 2017Q3 201911
MERCER GLOBAL ADVISORS INC /ADV 11110.05%0.09%0.12%Q1 2021Q3 202311
TOWNSQUARE CAPITAL LLC 11110.19%0.51%0.83%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.00%0.00%0.01%Q1 2020Q3 202211
SG Americas Securities, LLC 910.01%0.03%0.06%Q1 2015Q4 202111
Integrated Wealth Concepts LLC 11110.05%0.16%0.42%Q1 2021Q3 202311
3EDGE Asset Management, LP 11113.67%8.05%11.17%Q1 2021Q3 202311
Horan Securities, Inc. 740.01%0.10%0.17%Q3 2020Q2 202311
DAVENPORT & Co LLC 11110.00%0.01%0.01%Q3 2020Q1 202311
CENTRAL TRUST Co 1010.01%1.57%2.64%Q4 2019Q3 202311
First Heartland Consultants, Inc. 1010.09%0.11%0.15%Q4 2018Q3 202211
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
PFG Advisors 730.06%0.19%0.43%Q4 2017Q2 202310
CGN Advisors LLC 820.04%0.16%0.26%Q4 2020Q4 202310
Pinnacle Wealth Management Group, Inc. 10104.33%7.32%9.37%Q2 2021Q3 202310
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 10100.01%0.03%0.07%Q2 2021Q3 202310
Surevest, LLC 640.01%1.82%4.87%Q4 2018Q3 202210
J.W. COLE ADVISORS, INC. 820.03%0.08%0.11%Q1 2021Q3 202310
SYNOVUS FINANCIAL CORP 10100.01%0.02%0.03%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.01%0.07%0.14%Q1 2021Q3 202310
EisnerAmper Wealth Management Corporate Benefits, LLC 10100.53%1.16%1.58%Q3 2021Q4 202310
NextCapital Advisers, Inc. 10100.15%0.20%0.23%Q1 2019Q2 202110
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.21%0.67%0.97%Q2 2021Q3 202310
Integrated Advisors Network LLC 730.03%0.06%0.11%Q4 2019Q3 202310
Jacobi Capital Management LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
Penobscot Investment Management Company, Inc. 10100.07%0.47%0.85%Q2 2021Q3 202310
BLACKROCK ADVISORS LLC 910.00%0.00%0.00%Q4 2013Q4 201610
Haverford Trust Co 10100.08%0.47%0.89%Q2 2021Q3 202310
Invesco Ltd. 820.00%0.00%0.00%Q2 2013Q3 202310
Independence Wealth Advisors, Inc. 10100.48%1.33%1.97%Q4 2017Q1 202010
MSI Financial Services Inc 550.00%0.01%0.03%Q2 2013Q4 201610
Financial Advocates Investment Management 10100.02%0.15%0.24%Q2 2021Q3 202310
NOTTINGHAM ADVISORS, INC. 730.03%1.03%3.59%Q2 2013Q2 201910
FIRST MANHATTAN CO. LLC. 10100.00%0.00%0.00%Q4 2018Q1 202110
UBS ASSET MANAGEMENT AMERICAS INC 910.00%0.00%0.01%Q1 2017Q3 202210
SRS Capital Advisors, Inc. 10100.02%0.61%3.18%Q2 2021Q3 202310
Fermata Advisors, LLC 10100.40%0.68%1.24%Q2 2021Q3 202310
Clearview Wealth Advisors LLC 10100.05%0.22%0.69%Q1 2021Q2 202310
Koss-Olinger Consulting, LLC 10100.04%3.45%10.88%Q2 2021Q3 202310
Clearstead Advisors, LLC 10100.00%0.03%0.06%Q2 2021Q3 202310
SENTINEL PENSION ADVISORS INC 10100.05%0.52%1.22%Q2 2021Q3 202310
Spectrum Management Group, LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
GoalVest Advisory LLC 820.07%2.01%3.39%Q1 2021Q4 202310
Csenge Advisory Group 10100.03%0.08%0.22%Q2 2021Q3 202310
Southland Equity Partners LLC 10100.16%0.36%0.52%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
Princeton Global Asset Management LLC 10100.02%0.39%0.56%Q2 2021Q3 202310
FinTrust Capital Advisors, LLC 910.01%0.13%0.51%Q4 2019Q3 202310
Capital Investment Advisors, LLC 10100.01%0.02%0.02%Q4 2020Q1 202310
Financial Partners Group, Inc 520.05%0.55%2.10%Q4 2018Q2 202310
PINNACLE FINANCIAL PARTNERS INC 10100.01%0.45%0.75%Q2 2021Q3 202310
DB Wealth Management Group, LLC 820.01%1.05%1.90%Q4 2020Q3 202310
Hudson Portfolio Management LLC 990.42%2.16%2.56%Q3 2021Q3 20239
CLEAR INVESTMENT RESEARCH, LLC 991.23%2.60%4.07%Q3 2021Q3 20239
Oakworth Capital, Inc. 810.00%0.01%0.02%Q4 2015Q2 20209
NBT BANK N A /NY 990.04%0.48%0.79%Q3 2021Q3 20239
Clarity Financial LLC 810.03%0.09%0.17%Q1 2021Q2 20239
TCI Wealth Advisors, Inc. 810.00%0.41%0.85%Q4 2017Q3 20239
Riverview Trust Co 990.01%0.02%0.03%Q3 2021Q3 20239
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
Capital Investment Advisory Services, LLC 540.00%0.05%0.12%Q4 2018Q3 20239
Bradley & Co. Private Wealth Management, LLC 810.03%0.67%2.83%Q1 2021Q3 20239
FIDUCIARY TRUST CO 990.01%0.01%0.01%Q3 2021Q3 20239
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 990.26%4.74%7.38%Q3 2020Q3 20229
HANCOCK WHITNEY CORP 990.01%0.05%0.21%Q3 2018Q3 20209
Moors & Cabot, Inc. 990.02%0.03%0.04%Q2 2020Q2 20229
Pinion Investment Advisors, LLC 990.45%0.83%1.86%Q1 2021Q1 20239
New England Private Wealth Advisors LLC 990.37%2.39%3.92%Q4 2012Q4 20149
First Command Bank 991.90%5.80%7.42%Q2 2021Q2 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.51%4.19%Q3 2021Q3 20239
SEI INVESTMENTS CO 990.00%0.00%0.00%Q1 2017Q1 20199
3D/L Capital Management, LLC 540.05%0.29%1.81%Q2 2021Q3 20239
All Season Financial Advisors, Inc. 990.39%1.11%3.15%Q3 2021Q3 20239
PACIFIC CAPITAL WEALTH ADVISORS, INC 990.69%1.92%2.88%Q2 2021Q2 20239
Acropolis Investment Management, LLC 990.02%0.06%0.10%Q3 2014Q3 20169
Virtue Capital Management, LLC 990.08%0.09%0.10%Q3 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 410.00%0.00%0.00%Q4 2014Q3 20239
Johnson Bixby & Associates, LLC 990.06%0.79%1.36%Q4 2020Q4 20229
VSR Financial Services, Inc. 540.03%0.05%0.06%Q2 2013Q1 20169
Windsor Capital Management, LLC 720.09%0.10%0.11%Q3 2019Q1 20229
Slow Capital, Inc. 990.08%0.34%0.54%Q3 2021Q3 20239
VERITY Wealth Advisors 990.38%0.75%1.43%Q4 2021Q4 20239
Advisor Resource Council 630.06%0.12%0.17%Q2 2021Q3 20239
BAKER TILLY WEALTH MANAGEMENT, LLC 990.12%0.17%0.20%Q3 2021Q3 20239
Octavia Wealth Advisors, LLC 990.05%0.08%0.13%Q3 2021Q3 20239
First Command Financial Services, Inc. 991.90%5.73%7.42%Q2 2021Q2 20239
Austin Asset Management Co Inc 886.65%7.31%7.96%Q4 2021Q3 20238
Cassia Capital Partners, LLC 531.96%5.42%7.16%Q4 2020Q4 20228
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
KCS Wealth Advisory 880.38%0.45%0.52%Q4 2017Q3 20198
Jackson Creek Investment Advisors LLC 880.18%0.53%0.77%Q4 2021Q3 20238
Pflug Koory, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
GoalFusion Wealth Management, LLC 8812.36%14.26%16.35%Q1 2022Q4 20238
Friedenthal Financial 880.16%3.98%11.71%Q4 2021Q3 20238
Northwest Capital Management Inc 420.06%0.11%0.16%Q1 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Sharkey, Howes & Javer 880.04%0.55%1.50%Q3 2021Q2 20238
NOMURA ASSET MANAGEMENT CO LTD 880.00%0.00%0.02%Q2 2021Q1 20238
RFG Advisory, LLC 620.06%0.49%1.35%Q4 2017Q3 20228
Snowden Capital Advisors LLC 610.01%0.02%0.04%Q2 2021Q3 20238
Trail Ridge Investment Advisors, LLC 880.76%1.12%1.63%Q4 2021Q3 20238
Horst & Graben Wealth Management LLC 880.05%1.28%3.07%Q2 2021Q1 20238
Truvestments Capital LLC 530.01%0.01%0.01%Q4 2020Q4 20228
FLC Capital Advisors 530.08%0.89%2.10%Q1 2021Q2 20238
Wealthcare Advisory Partners LLC 880.03%1.16%2.99%Q4 2021Q3 20238
V Wealth Advisors LLC 710.06%0.38%0.53%Q2 2017Q3 20228
LifeGuide Financial Advisors, LLC 881.04%1.31%1.97%Q4 2021Q3 20238
ARCADIA INVESTMENT MANAGEMENT CORP/MI 880.02%0.23%0.55%Q4 2021Q3 20238
BARINGS LLC 880.06%0.43%1.34%Q3 2020Q2 20228
Wilshire Advisors LLC 889.92%10.67%11.09%Q4 2021Q3 20238
MANAGED ACCOUNT SERVICES INC 880.11%0.26%0.59%Q4 2019Q3 20218
Polaris Wealth Advisory Group, LLC 410.00%0.71%1.79%Q3 2014Q4 20188
FirstPurpose Wealth LLC 880.22%0.36%0.55%Q4 2021Q3 20238
WFA Asset Management Corp 880.55%4.17%6.05%Q4 2021Q3 20238
Tanager Wealth Management LLP 880.07%6.04%11.90%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 880.13%3.39%4.67%Q1 2021Q4 20228
Perigon Wealth Management, LLC 710.07%0.13%0.20%Q3 2011Q3 20238
Morton Brown Family Wealth, LLC 882.13%2.60%2.98%Q4 2021Q3 20238
Capasso Planning Partners LLC 881.78%2.44%3.05%Q4 2021Q3 20238
HC FINANCIAL ADVISORS INC 880.15%0.16%0.19%Q3 2020Q2 20228
Stone Point Wealth LLC 880.78%1.31%1.92%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.28%0.33%0.38%Q4 2021Q3 20238
Treynor Bancshares, Inc. 883.64%4.05%4.31%Q4 2021Q3 20238
TrinityPoint Wealth, LLC 880.29%0.34%0.40%Q4 2018Q3 20208
Koshinski Asset Management, Inc. 620.02%0.08%0.14%Q3 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Aquire Wealth Advisors, LLC 880.45%0.59%0.70%Q4 2021Q3 20238
FormulaFolio Investments, LLC 440.02%0.08%0.17%Q4 2016Q2 20218
West Branch Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Mariner, LLC 710.00%0.01%0.02%Q2 2018Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.33%0.50%0.64%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.06%0.09%0.18%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.06%Q4 2021Q3 20238
Charles Schwab Investment Advisory, Inc. 880.00%0.00%0.01%Q3 2016Q2 20188
ProVise Management Group, LLC 880.07%1.29%1.66%Q4 2021Q3 20238
MRA Advisory Group 881.57%2.63%3.38%Q3 2021Q2 20238
CAMG Solamere Management, LLC 880.23%0.34%0.46%Q4 2018Q3 20208
Brooklyn FI, LLC 880.22%0.42%0.80%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.04%Q4 2018Q3 20238
SIGMA INVESTMENT COUNSELORS INC 880.02%2.26%3.27%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.17%0.57%Q4 2021Q3 20238
Amundi 880.00%0.00%0.01%Q4 2021Q3 20238
STEEL GROVE CAPITAL ADVISORS, LLC 880.13%0.20%0.33%Q1 2021Q4 20228
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.01%0.08%0.10%Q2 2018Q3 20228
Pallas Capital Advisors LLC 880.85%1.21%1.56%Q1 2021Q4 20228
SIGNET FINANCIAL MANAGEMENT, LLC 880.04%0.68%1.81%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%0.00%0.00%Q3 2018Q2 20208
TOTH FINANCIAL ADVISORY CORP 880.01%0.29%0.46%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.12%1.35%2.07%Q4 2021Q3 20238
MADDEN SECURITIES Corp 880.18%0.23%0.28%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Cerity Partners LLC 620.00%0.09%0.37%Q3 2021Q3 20238
Level Financial Advisors 880.00%0.01%0.05%Q4 2021Q3 20238
STRATEGY ASSET MANAGERS LLC 510.09%0.13%0.15%Q3 2020Q4 20228
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 710.00%0.05%0.10%Q2 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.03%Q4 2021Q3 20238
City State Bank 882.88%4.34%4.86%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.07%0.68%1.18%Q4 2021Q3 20238
Leicht Financial Planning & Wealth Management, Inc. 880.17%3.64%7.88%Q2 2018Q1 20208
Bank of New Hampshire 770.02%0.02%0.02%Q1 2022Q3 20237
MATHER GROUP, LLC. 770.01%0.02%0.03%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.09%0.16%0.34%Q1 2022Q3 20237
Full Sail Capital, LLC 770.06%2.15%3.15%Q4 2021Q2 20237
Iron Horse Wealth Management, LLC 770.03%0.05%0.11%Q1 2022Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Thrive Capital Management, LLC 770.13%0.21%0.32%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.08%1.15%1.95%Q1 2022Q3 20237
Asset Dedication, LLC 310.00%0.00%0.01%Q4 2015Q3 20237
WADDELL & ASSOCIATES, LLC 770.05%0.06%0.08%Q1 2022Q3 20237
Westover Capital Advisors, LLC 430.88%1.44%2.09%Q4 2017Q3 20237
GYL FINANCIAL SYNERGIES, LLC 770.11%2.13%3.34%Q3 2021Q1 20237
Buffington Mohr McNeal 771.28%1.50%1.77%Q2 2013Q4 20147
SCOTIA CAPITAL INC. 770.00%0.01%0.01%Q1 2022Q3 20237
Private Ocean, LLC 310.00%0.02%0.10%Q3 2018Q3 20237
Paragon Wealth Strategies, LLC 770.00%3.46%13.21%Q2 2021Q4 20227
Coco Enterprises, LLC 771.19%1.44%1.80%Q1 2022Q3 20237
Capital Analysts, LLC 770.00%1.33%3.15%Q1 2022Q3 20237
Atwater Malick LLC 770.13%0.15%0.17%Q1 2022Q3 20237
JSF Financial, LLC 770.07%3.09%5.99%Q4 2021Q2 20237
StrongBox Wealth, LLC 770.25%0.44%0.62%Q1 2022Q3 20237
Stonebridge Financial Planning Group, LLC 770.01%0.01%0.02%Q2 2020Q4 20217
EverSource Wealth Advisors, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 610.00%0.00%0.01%Q3 2015Q3 20187
Lutz Financial Services LLC 520.02%0.13%0.20%Q4 2018Q3 20237
Day & Ennis, LLC 770.54%1.20%1.65%Q1 2022Q3 20237
Good Life Advisors, LLC 770.03%0.44%0.68%Q1 2022Q3 20237
Horizons Wealth Management 770.12%0.18%0.27%Q2 2022Q4 20237
CAROLINAS WEALTH CONSULTING LLC 770.05%0.42%1.06%Q1 2022Q3 20237
CWA Asset Management Group, LLC 520.02%0.02%0.02%Q4 2021Q3 20237
Keebeck Wealth Management, LLC 770.04%0.08%0.13%Q1 2022Q3 20237
U.S. Capital Wealth Advisors, LLC 770.02%0.09%0.18%Q3 2021Q1 20237
Ruggie Capital Group 770.01%0.33%0.56%Q4 2017Q2 20197
JEPPSON WEALTH MANAGEMENT, LLC 773.42%8.36%11.38%Q1 2022Q3 20237
Smith Affiliated Capital Corp. 770.00%0.01%0.02%Q1 2016Q3 20177
Karp Capital Management Corp 770.05%1.68%3.99%Q1 2021Q3 20227
Veritable, L.P. 610.01%0.10%0.15%Q2 2021Q2 20237
Garde Capital, Inc. 770.08%0.09%0.10%Q4 2018Q2 20207
KESTRA PRIVATE WEALTH SERVICES, LLC 770.17%0.44%0.65%Q1 2022Q3 20237
Ancora Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Peterson Financial Group, Inc. 770.13%0.18%0.31%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
Roof Eidam Maycock Peralta, LLC 770.07%4.37%5.86%Q4 2021Q2 20237
COUNTRY CLUB BANK /GFN 770.32%0.42%0.49%Q1 2022Q3 20237
WNY Asset Management, LLC 770.20%2.64%8.12%Q1 2022Q3 20237
Independent Wealth Network Inc. 770.14%0.32%0.44%Q1 2022Q3 20237
KINGS POINT CAPITAL MANAGEMENT 770.00%0.00%0.01%Q3 2020Q1 20227
Eldridge Investment Advisors, Inc. 410.15%0.47%1.02%Q4 2017Q1 20237
HL FINANCIAL SERVICES LLC 520.01%0.01%0.01%Q3 2013Q1 20197
Triumph Capital Management 770.16%0.21%0.32%Q1 2022Q3 20237
Lane Generational LLC 770.31%0.89%1.26%Q4 2021Q2 20237
Goelzer Investment Management, Inc. 770.21%0.28%0.35%Q2 2018Q4 20197
Capital Asset Advisory Services LLC 430.01%0.02%0.03%Q4 2019Q2 20237
WEALTHSPAN PARTNERS, LLC 770.59%0.83%1.33%Q1 2022Q3 20237
Strategic Blueprint, LLC 610.00%0.09%0.30%Q2 2021Q3 20237
StrategIQ Financial Group, LLC 770.08%0.18%0.47%Q1 2022Q3 20237
First Allied Advisory Services, Inc. 410.00%0.01%0.03%Q4 2015Q3 20197
Amplius Wealth Advisors, LLC 770.03%1.80%4.45%Q4 2021Q2 20237
TRUST CO OF VERMONT 310.00%0.00%0.00%Q4 2020Q4 20227
Covenant Asset Management, LLC 770.41%0.46%0.52%Q2 2017Q4 20187
NewEdge Wealth, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
MFA WEALTH ADVISORS, LLC 660.22%1.01%2.67%Q2 2022Q3 20236
Avion Wealth 660.01%0.01%0.01%Q2 2022Q3 20236
Walker Financial Services, Inc. 662.55%15.82%19.27%Q2 2022Q3 20236
DFPG INVESTMENTS, LLC 660.07%0.77%1.49%Q2 2022Q3 20236
ATLAS CAPITAL ADVISORS LLC 661.58%1.79%2.39%Q1 2022Q2 20236
Accurate Wealth Management, LLC 660.08%0.14%0.25%Q2 2022Q3 20236
Kovack Advisors, Inc. 420.05%0.06%0.07%Q2 2018Q3 20236
Passive Capital Management, LLC. 660.23%0.27%0.38%Q4 2021Q1 20236
Antonetti Capital Management LLC 660.02%0.04%0.06%Q2 2013Q3 20146
Miracle Mile Advisors, LLC 420.01%0.41%0.64%Q4 2021Q3 20236
Campbell Wealth Management 660.38%2.00%9.72%Q2 2022Q3 20236
Jaffetilchin Investment Partners, LLC 510.05%0.07%0.14%Q3 2020Q3 20236
PRIVATE TRUST CO NA 660.02%0.07%0.15%Q2 2022Q3 20236
RITHOLTZ WEALTH MANAGEMENT 663.01%4.12%4.94%Q2 2022Q3 20236
Zurich Insurance Group Ltd/FI 660.00%0.00%0.00%Q2 2018Q3 20196
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 660.06%0.12%0.23%Q2 2022Q3 20236
Placemark Investments, Inc. 660.03%0.03%0.03%Q3 2013Q4 20146
MATRIX PRIVATE CAPITAL GROUP LLC 660.02%0.10%0.31%Q2 2022Q3 20236
Pinnacle Bancorp, Inc. 660.10%0.13%0.17%Q2 2022Q3 20236
COREPATH WEALTH PARTNERS LLC 661.33%5.18%7.39%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Mattern Wealth Management LLC 660.30%0.90%1.50%Q2 2022Q3 20236
Greenline Partners, LLC 660.06%2.13%3.60%Q2 2022Q3 20236
Wambolt & Associates, LLC 660.17%0.60%0.88%Q2 2022Q3 20236
Strategic Wealth Investment Group, LLC 662.46%2.86%3.35%Q2 2022Q3 20236
Burt Wealth Advisors 664.09%4.79%5.80%Q2 2022Q3 20236
Montecito Bank & Trust 660.08%0.20%0.35%Q1 2022Q2 20236
Robertson Stephens Wealth Management, LLC 310.02%0.06%0.12%Q3 2021Q3 20236
QUATTRO FINANCIAL ADVISORS LLC 330.77%2.23%3.20%Q1 2018Q4 20196
TOMPKINS FINANCIAL CORP 510.00%0.00%0.01%Q1 2022Q4 20236
Outlook Wealth Advisors, LLC 660.14%0.16%0.18%Q2 2021Q3 20226
NorthCrest Asset Manangement, LLC 310.22%0.28%0.36%Q4 2021Q3 20236
FURE FINANCIAL CORP 510.00%2.81%6.68%Q1 2021Q3 20226
KEYSTONE WEALTH PARTNERS 666.81%8.19%9.19%Q4 2020Q1 20226
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
SIGNATUREFD, LLC 510.00%0.00%0.00%Q4 2018Q3 20236
Cumberland Partners Ltd 660.02%0.03%0.03%Q3 2013Q4 20146
Tower Research Capital LLC (TRC) 660.00%0.00%0.00%Q2 2022Q3 20236
Rathbones Group PLC 660.00%0.00%0.01%Q2 2022Q3 20236
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.18%0.27%0.33%Q4 2020Q1 20226
Ellevest, Inc. 410.00%0.00%0.00%Q1 2019Q4 20226
FOCUS Wealth Advisors, LLC 661.10%1.14%1.20%Q2 2022Q3 20236
NTV ASSET MANAGEMENT LLC 660.05%0.06%0.08%Q1 2022Q2 20236
Chicago Partners Investment Group LLC 510.00%0.06%0.08%Q3 2018Q3 20236
Kingsview Wealth Management, LLC 660.01%0.05%0.11%Q2 2022Q3 20236
BNP PARIBAS FINANCIAL MARKETS 420.00%0.00%0.01%Q4 2021Q3 20236
Running Point Capital Advisors, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Covestor Ltd 660.01%0.02%0.03%Q1 2022Q2 20236
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q3 20216
Joseph P. Lucia & Associates, LLC 661.10%1.33%1.62%Q2 2022Q3 20236
CALTON & ASSOCIATES, INC. 410.00%0.56%1.04%Q4 2017Q2 20236
HM PAYSON & CO 420.00%0.02%0.03%Q2 2013Q4 20196
Procyon Advisors, LLC 420.09%0.11%0.13%Q1 2020Q3 20216
CreativeOne Wealth, LLC 660.02%0.04%0.07%Q2 2022Q3 20236
Wealth Management Solutions, LLC 420.14%0.15%0.18%Q4 2021Q2 20236
Aviance Capital Partners, LLC 660.05%0.06%0.06%Q2 2022Q3 20236
M&R CAPITAL MANAGEMENT INC 660.00%0.01%0.01%Q3 2022Q4 20236
GPS Wealth Strategies Group, LLC 330.02%0.06%0.12%Q1 2022Q3 20236
Resource Planning Group 661.82%2.71%3.29%Q2 2022Q3 20236
Betterment LLC 420.00%0.38%0.82%Q3 2021Q3 20236
PARTNERS CAPITAL INVESTMENT GROUP, LLP 660.27%1.59%2.75%Q2 2022Q3 20236
Delta Investment Management, LLC 510.14%0.33%0.59%Q1 2020Q3 20236
Abundance Wealth Counselors 661.29%1.96%3.35%Q2 2021Q3 20226
MATTERN CAPITAL MANAGEMENT, LLC 550.04%0.10%0.17%Q4 2021Q4 20225
Clear Perspectives Financial Planning, LLC 552.98%3.71%4.07%Q2 2021Q2 20225
Clear Creek Financial Management, LLC 550.11%0.47%0.92%Q2 2022Q2 20235
Tower Wealth Partners, Inc. 552.46%2.64%2.89%Q3 2022Q3 20235
Advisors Capital Management, LLC 551.48%1.79%1.95%Q4 2021Q4 20225
Echo45 Advisors LLC 554.54%7.36%9.30%Q3 2022Q3 20235
ML & R WEALTH MANAGEMENT LLC 410.05%0.25%0.36%Q4 2021Q1 20235
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SUMMITRY LLC 551.92%2.03%2.15%Q3 2022Q3 20235
Ausdal Financial Partners, Inc. 310.03%0.09%0.15%Q4 2015Q3 20225
PRINCIPAL FINANCIAL GROUP INC 550.00%0.02%0.04%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.40%0.70%1.00%Q4 2018Q4 20195
Squar Milner Financial Services LLC 320.01%0.01%0.02%Q2 2018Q1 20205
TITLEIST CAPITAL, LLC 550.22%0.34%0.48%Q4 2021Q4 20225
Community Bank, N.A. 320.01%0.06%0.11%Q4 2018Q3 20205
Eudaimonia Partners, LLC 410.01%0.12%0.18%Q3 2020Q4 20225
Cresset Asset Management, LLC 550.03%0.05%0.06%Q4 2018Q4 20195
BUCKINGHAM STRATEGIC PARTNERS, LLC 320.02%0.02%0.03%Q1 2022Q3 20235
ARS Wealth Advisors Group, LLC 551.74%2.02%2.23%Q3 2021Q3 20225
PALLADIUM PARTNERS LLC 550.89%0.94%0.96%Q1 2021Q1 20225
Clear Harbor Asset Management, LLC 310.01%0.03%0.04%Q3 2020Q1 20225
MV CAPITAL MANAGEMENT, INC. 554.21%5.75%6.56%Q2 2021Q2 20225
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 320.00%0.00%0.00%Q2 2022Q3 20235
Verdence Capital Advisors LLC 550.03%0.03%0.04%Q3 2022Q3 20235
CAPITAL ONE FINANCIAL CORP 550.04%0.18%0.58%Q1 2021Q1 20225
RESOLUTE FINANCIAL, LLC 551.04%2.19%2.86%Q4 2021Q4 20225
Royal Fund Management, LLC 550.03%0.38%0.84%Q3 2022Q3 20235
Northland Capital Management LLC 412.12%5.25%8.56%Q4 2021Q3 20235
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
FAS Wealth Partners, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Redhawk Wealth Advisors, Inc. 550.07%0.14%0.18%Q3 2022Q3 20235
Rollins Financial 550.07%0.12%0.15%Q1 2022Q1 20235
McAdam, LLC 320.02%0.07%0.12%Q2 2022Q3 20235
COMERICA BANK 310.00%0.02%0.03%Q4 2016Q3 20235
TIEDEMANN ADVISORS, LLC 550.05%6.63%9.76%Q3 2022Q3 20235
Roundview Capital LLC 550.17%0.21%0.23%Q3 2022Q3 20235
Masso Torrence Wealth Management Inc. 551.23%2.11%2.84%Q4 2021Q4 20225
RPg Family Wealth Advisory, LLC 410.02%0.60%1.17%Q1 2017Q3 20235
Wiser Wealth Management, Inc 555.72%5.99%6.29%Q4 2021Q4 20225
Fiduciary Trust Co International of Pennsylvania 550.02%0.02%0.04%Q2 2013Q2 20145
LEUTHOLD GROUP, LLC 550.69%0.99%1.69%Q3 2022Q3 20235
LEAVELL INVESTMENT MANAGEMENT, INC. 550.09%0.15%0.19%Q3 2022Q3 20235
Tradewinds Capital Management, LLC 550.17%0.84%1.25%Q3 2022Q3 20235
SMITH, MOORE & CO. 550.05%0.05%0.05%Q3 2022Q3 20235
GREENLEAF TRUST 550.00%0.01%0.01%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.02%0.24%0.64%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
LWM Advisory Services, LLC 410.04%0.32%0.58%Q2 2022Q3 20235
Elwood & Goetz Wealth Advisory Group, LLC 550.93%1.22%1.55%Q3 2022Q3 20235
PATTON ALBERTSON MILLER GROUP, LLC 550.14%0.22%0.30%Q4 2013Q4 20145
BARRETT & COMPANY, INC. 550.01%0.05%0.07%Q3 2022Q3 20235
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 410.01%0.06%0.21%Q4 2021Q3 20235
AllSquare Wealth Management LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Pacifica Partners Inc. 320.00%0.00%0.01%Q2 2022Q4 20235
Kelman-Lazarov, Inc. 555.28%6.10%8.28%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 550.02%0.03%0.04%Q1 2022Q1 20235
CAMBRIDGE TRUST CO 550.00%0.00%0.01%Q1 2022Q1 20235
Virginia National Bank 552.17%2.62%2.94%Q3 2022Q3 20235
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q2 2021Q2 20225
Aurora Private Wealth, Inc. 550.10%0.21%0.25%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.04%0.39%0.84%Q2 2013Q2 20145
CFS Investment Advisory Services, LLC 550.00%0.30%0.41%Q3 2022Q3 20235
Grove Bank & Trust 550.02%0.02%0.02%Q2 2016Q2 20175
Echo Wealth Management, LLC 550.90%2.38%4.70%Q3 2022Q3 20235
Costello Asset Management, INC 550.62%0.66%0.72%Q1 2021Q1 20225
Astoria Strategic Wealth, Inc. 550.44%1.04%2.27%Q4 2021Q4 20225
Prosperity Planning, Inc. 550.26%0.45%0.52%Q3 2022Q3 20235
Hirtle Callaghan & Co LLC 550.27%0.41%0.50%Q3 2022Q3 20235
Concert Wealth Management Inc. 320.00%0.13%0.40%Q2 2014Q3 20165
One Capital Management, LLC 550.01%0.57%1.02%Q4 2021Q4 20225
Cobble Hill Financial Services, INC 320.03%0.06%0.08%Q2 2013Q3 20145
BEAM WEALTH ADVISORS, INC. 320.42%0.94%1.34%Q4 2019Q3 20215
Archvest Wealth Advisors, Inc. 550.78%0.89%1.24%Q3 2022Q3 20235
Argentus Capital Management, LLC 550.00%0.02%0.08%Q3 2015Q3 20165
Crabel Capital Management, LLC 550.17%0.29%0.46%Q2 2018Q2 20195
AEGON USA Investment Management, LLC 550.00%0.06%0.30%Q2 2013Q2 20145
ARGUS INVESTORS' COUNSEL, INC. 550.24%0.27%0.30%Q3 2022Q3 20235
ROBINSON CAPITAL MANAGEMENT, LLC 410.01%0.03%0.08%Q3 2021Q4 20225
Ford Financial Group, LLC 550.07%0.11%0.14%Q2 2021Q2 20225
Sightline Wealth Advisors, LLC 550.27%2.04%3.48%Q4 2021Q4 20225
SCHRODERS IS Ltd 556.40%14.41%40.27%Q2 2021Q2 20225
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 550.09%0.38%0.54%Q3 2022Q3 20235
LOWE BROCKENBROUGH & CO INC 550.03%0.04%0.04%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.01%0.02%0.03%Q1 2015Q1 20165
Merit Financial Group, LLC 550.09%0.10%0.11%Q3 2022Q3 20235
Haverford Financial Services, Inc. 550.06%0.07%0.07%Q3 2022Q3 20235
Worth Asset Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Advisor OS, LLC 410.12%0.17%0.28%Q2 2020Q4 20215
FINANCIAL LIFE ADVISORS 440.09%0.09%0.10%Q4 2022Q3 20234
New Millennium Group LLC 440.00%0.00%0.00%Q2 2022Q1 20234
FDx Advisors, Inc. 440.01%0.45%1.06%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.01%0.34%0.68%Q1 2017Q4 20174
FutureAdvisor, Inc. 446.75%7.62%8.79%Q4 2014Q3 20154
Bleakley Financial Group, LLC 440.24%0.28%0.34%Q4 2022Q3 20234
WHITTIER TRUST CO 440.00%0.00%0.00%Q1 2018Q4 20184
Fragasso Group Inc. 440.08%0.10%0.11%Q3 2017Q2 20184
Commonwealth Equity Services, Inc 440.00%0.00%0.00%Q4 2016Q3 20174
Almanack Investment Partners, LLC. 440.12%4.25%9.00%Q4 2022Q3 20234
Virtus Family Office LLC 440.73%1.34%2.01%Q4 2022Q3 20234
BlueCrest Capital Management Ltd 310.06%0.31%0.72%Q3 2021Q1 20234
SATOVSKY ASSET MANAGEMENT LLC 440.09%0.09%0.11%Q4 2022Q3 20234
Cornerstone Financial Partners, LLC 440.18%1.09%1.64%Q1 2017Q4 20174
AlphaStar Capital Management, LLC 440.07%0.10%0.12%Q2 2018Q1 20194
Sharper & Granite LLC 441.12%1.17%1.28%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.25%0.50%0.76%Q4 2022Q3 20234
Lake Hills Wealth Management, LLC 220.68%2.09%3.85%Q3 2022Q3 20234
CREDIT AGRICOLE S A 440.00%0.07%0.16%Q2 2013Q1 20144
Industrial Alliance Investment Management Inc. 440.00%0.07%0.11%Q1 2022Q4 20224
Ethos Financial Group, LLC 441.52%1.79%2.46%Q4 2022Q3 20234
Ameritas Investment Partners, Inc. 440.02%0.04%0.05%Q4 2022Q3 20234
ARKANSAS FINANCIAL GROUP, INC. 440.81%1.52%1.94%Q4 2022Q3 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q3 2014Q2 20154
Breakwater Capital Group 440.51%1.09%1.55%Q4 2022Q3 20234
C M BIDWELL & ASSOCIATES LTD 440.04%0.04%0.04%Q4 2022Q3 20234
Corbenic Partners LLC 310.00%0.01%0.03%Q4 2017Q2 20224
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q2 2021Q2 20234
Eagle Bay Advisors LLC 440.18%0.26%0.41%Q4 2022Q3 20234
MANNING & NAPIER ADVISORS LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Newbridge Financial Services Group, Inc. 440.00%0.00%0.01%Q2 2022Q1 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.22%0.33%0.54%Q4 2022Q3 20234
Golden State Equity Partners 310.10%0.27%0.49%Q1 2022Q3 20234
New Republic Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Carr Financial Group Corp 440.55%0.85%1.11%Q4 2022Q3 20234
Bell Investment Advisors, Inc 440.40%0.71%0.87%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.06%0.16%0.28%Q1 2022Q4 20224
Column Capital Advisors, LLC 440.26%0.28%0.31%Q4 2022Q3 20234
CHATHAM CAPITAL GROUP, INC. 440.71%0.81%0.96%Q4 2022Q3 20234
PEOPLES BANK /OH 440.34%0.82%1.05%Q4 2021Q3 20224
Inlet Private Wealth, LLC 440.08%0.12%0.14%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.07%0.10%0.13%Q4 2021Q3 20224
EP Wealth Advisors, LLC 310.00%0.01%0.02%Q1 2022Q3 20234
Aveo Capital Partners, LLC 110.08%0.55%1.06%Q2 2018Q2 20224
Crewe Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ETFIDEA, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 440.00%0.01%0.01%Q2 2014Q1 20154
Perennial Investment Advisors, LLC 440.04%0.13%0.18%Q2 2022Q1 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.03%0.45%0.66%Q3 2018Q2 20194
Altiora Financial Group, LLC 440.66%0.79%0.88%Q4 2022Q3 20234
Lumature Wealth Partners, LLC 440.01%0.40%0.84%Q2 2022Q1 20234
Formidable Asset Management, LLC 310.05%0.55%0.89%Q2 2018Q2 20214
DMC Group, LLC 440.53%0.96%1.26%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.87%1.39%1.60%Q4 2022Q3 20234
FIRST UNITED BANK & TRUST 440.15%0.19%0.22%Q2 2022Q1 20234
GeoWealth Management, LLC 210.08%0.39%0.68%Q2 2020Q1 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.12%0.16%0.18%Q4 2022Q3 20234
Corient Private Wealth LLC 440.05%0.07%0.08%Q4 2022Q3 20234
Capital Advisors Wealth Management, LLC 440.12%0.49%1.23%Q4 2021Q3 20224
GRAND WEALTH MANAGEMENT, LLC 440.55%0.70%0.99%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 440.02%0.03%0.05%Q1 2022Q4 20224
PrairieView Partners, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Savant Capital, LLC 440.00%0.02%0.02%Q4 2022Q3 20234
Private Advisory Group LLC 310.18%0.34%0.46%Q1 2017Q1 20224
Colonial River Wealth Management, LLC 440.34%0.92%1.51%Q2 2022Q1 20234
PRUDENTIAL PLC 440.01%0.01%0.01%Q1 2021Q4 20214
AJ WEALTH STRATEGIES, LLC 440.08%1.32%1.81%Q3 2022Q2 20234
Prairiewood Capital, LLC 440.24%0.27%0.31%Q4 2022Q3 20234
Perfromance Wealth Partners, LLC 440.07%0.19%0.27%Q4 2022Q3 20234
Balboa Wealth Partners 440.08%0.09%0.10%Q3 2022Q2 20234
VICTORY CAPITAL MANAGEMENT INC 440.03%0.04%0.05%Q4 2022Q3 20234
Live Oak Investment Partners 440.00%0.00%0.01%Q4 2022Q3 20234
WADE G W & INC 440.02%0.02%0.03%Q4 2022Q3 20234
Smithfield Trust Co 440.01%0.01%0.01%Q3 2021Q2 20224
SageView Advisory Group, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.42%0.45%0.48%Q4 2022Q3 20234
Integris Wealth Management, LLC 441.77%1.99%2.12%Q4 2022Q3 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.04%0.06%0.08%Q4 2022Q3 20234
BNC WEALTH MANAGEMENT, LLC 440.10%2.16%3.00%Q1 2022Q4 20224
TRANSCEND CAPITAL ADVISORS, LLC 440.26%0.34%0.43%Q4 2019Q3 20204
Kathmere Capital Management, LLC 220.02%0.88%1.89%Q4 2019Q4 20204
Castleview Partners, LLC 310.00%0.02%0.06%Q2 2021Q2 20224
ALTERNA WEALTH MANAGEMENT, INC 310.05%0.67%0.98%Q4 2018Q3 20224
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.01%Q4 2018Q3 20204
CONTINUUM WEALTH ADVISORS, LLC 440.62%1.14%2.48%Q4 2022Q3 20234
Keystone Wealth Services, LLC 440.17%0.18%0.20%Q4 2022Q3 20234
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 440.89%1.69%2.72%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 440.02%0.47%0.68%Q4 2021Q3 20224
Newfound Research LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Jordan Park Group LLC 440.12%0.26%0.34%Q4 2018Q3 20194
WP Advisors, LLC 440.10%0.11%0.11%Q3 2021Q2 20224
WEALTHCARE CAPITAL MANAGEMENT LLC 440.25%0.52%0.81%Q4 2022Q3 20234
Wallace Advisory Group, LLC 441.82%2.01%2.07%Q4 2022Q3 20234
SVB WEALTH LLC 440.03%0.06%0.09%Q4 2022Q3 20234
Apella Capital, LLC 310.02%0.16%0.26%Q4 2022Q4 20234
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.01%Q3 2018Q2 20234
AMJ Financial Wealth Management 446.33%8.48%9.87%Q2 2022Q1 20234
WealthTrust Asset Management, LLC 440.41%0.88%1.36%Q1 2022Q4 20224
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.08%0.54%0.73%Q4 2022Q3 20234
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.10%0.11%0.11%Q1 2018Q4 20184
Professional Financial Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
OLD MISSION CAPITAL LLC 210.01%0.02%0.05%Q4 2021Q3 20234
Drake & Associates, LLC 440.51%0.53%0.54%Q4 2022Q3 20234
WealthPLAN Partners, LLC 210.00%0.19%0.75%Q2 2016Q2 20234
Members Advisory Group LLC 445.17%6.95%8.51%Q4 2021Q3 20224
HARRELL INVESTMENT PARTNERS, LLC 441.32%1.37%1.45%Q4 2019Q3 20204
EUDAIMONIA ADVISORS LLC 440.78%1.21%1.45%Q1 2022Q4 20224
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2021Q1 20224
WealthTrust Fairport, LLC 440.34%0.41%0.46%Q2 2018Q1 20194
Latitude Advisors, LLC 440.55%0.74%0.91%Q4 2022Q3 20234
Owen LaRue, LLC 440.55%3.74%6.86%Q4 2022Q3 20234
Belvedere Trading LLC 220.00%0.00%0.00%Q4 2022Q1 20234
VAUGHAN DAVID INVESTMENTS LLC/IL 440.01%0.01%0.01%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.01%0.02%Q1 2019Q4 20224
DDFG, Inc 441.49%1.76%1.88%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.39%0.66%0.78%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
AJ Advisors, LLC 447.24%7.73%8.16%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 310.00%0.02%0.02%Q4 2021Q4 20224
JACOBSON & SCHMITT ADVISORS, LLC 330.62%0.65%0.72%Q2 2018Q4 20183
BIP Wealth, LLC 330.52%0.57%0.65%Q1 2023Q3 20233
DAGCO, INC. 330.22%0.98%1.54%Q2 2021Q4 20213
Wealth Advisory Solutions, LLC 330.28%0.31%0.35%Q4 2019Q2 20203
PROFESSIONAL PLANNING 330.93%1.08%1.26%Q1 2021Q3 20213
Great Lakes Retirement, Inc. 334.01%4.61%5.40%Q4 2022Q2 20233
Johnson Midwest Financial, LLC 338.14%16.77%21.48%Q2 2022Q4 20223
CoreFirst Bank & Trust 330.02%0.03%0.06%Q2 2022Q4 20223
Braun-Bostich & Associates Inc. 330.03%1.75%3.05%Q4 2017Q2 20183
CITIZENS FINANCIAL GROUP INC/RI 330.02%0.02%0.02%Q2 2022Q4 20223
Omnia Family Wealth, LLC 331.53%1.58%1.64%Q4 2018Q2 20193
Elm Partners Management LLC 330.28%0.60%0.92%Q1 2023Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.12%0.14%0.16%Q1 2022Q3 20223
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Hudson Capital Management LLC 330.07%0.08%0.08%Q3 2021Q1 20223
D'Orazio & Associates, Inc. 330.00%0.00%0.01%Q3 2019Q1 20203
Connectus Wealth, LLC 330.33%0.43%0.57%Q1 2022Q3 20223
Empower Advisory Group, LLC 330.02%0.78%1.18%Q1 2023Q3 20233
Intellectus Partners, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Beacon Bridge Wealth Partners, LLC 330.14%0.16%0.17%Q4 2022Q2 20233
B. Riley Wealth Management, Inc. 330.00%0.02%0.03%Q4 2021Q2 20223
TITLEIST ASSET MANAGEMENT, LLC 330.19%0.23%0.26%Q1 2023Q3 20233
Sheets Smith Investment Management 330.78%3.73%6.70%Q4 2021Q2 20223
Kowal Investment Group, LLC 210.00%0.09%0.15%Q3 2021Q2 20223
INR ADVISORY SERVICES LLC 330.17%0.18%0.20%Q2 2013Q4 20133
Cardinal Strategic Wealth Guidance 330.01%0.01%0.01%Q1 2022Q3 20223
Apeiron RIA LLC 330.06%0.26%0.56%Q1 2022Q3 20223
JT Stratford LLC 330.08%0.10%0.14%Q1 2022Q3 20223
Presidio Capital Management, LLC 335.74%6.71%7.40%Q1 2022Q3 20223
Charles Carroll Financial Partners, LLC 335.96%9.11%11.74%Q4 2021Q2 20223
Matrix Trust Co 330.02%0.02%0.02%Q1 2023Q3 20233
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q3 2013Q1 20143
Risk Paradigm Group, LLC 330.02%1.21%3.01%Q3 2016Q1 20173
Allen Capital Group, LLC 210.62%0.74%0.83%Q2 2018Q4 20223
Pinnacle Private Wealth, LLC 330.32%0.48%0.74%Q4 2021Q2 20223
Beaird Harris Wealth Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Heritage Wealth Advisors 330.00%0.00%0.00%Q1 2019Q3 20193
Peak Financial Management, Inc. 330.17%0.18%0.20%Q4 2022Q2 20233
55I, LLC 330.02%0.08%0.11%Q3 2021Q1 20223
Vectors Research Management, LLC 330.25%0.65%1.01%Q3 2019Q1 20203
MCF Advisors LLC 210.00%0.00%0.00%Q1 2018Q2 20233
Vantage Investment Advisors, LLC 330.04%0.04%0.05%Q1 2018Q3 20183
Fortune 45 LLC 331.61%2.63%4.02%Q4 2021Q2 20223
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2021Q2 20223
EVOKE WEALTH, LLC 210.01%0.25%0.72%Q4 2021Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Banco Santander, S.A. 330.02%0.03%0.03%Q2 2021Q4 20213
AlphaCore Capital LLC 330.12%0.24%0.39%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.18%0.23%0.31%Q1 2023Q3 20233
Crown Wealth Group, LLC 330.94%1.33%1.66%Q4 2021Q2 20223
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.12%0.13%0.14%Q4 2022Q2 20233
HOWE & RUSLING INC 330.00%0.01%0.02%Q1 2023Q3 20233
REGIMEN WEALTH, LLC 330.10%2.79%8.17%Q4 2022Q2 20233
Winslow, Evans & Crocker, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
Financial Gravity Companies, Inc. 210.02%0.07%0.12%Q4 2017Q4 20183
COMMUNITY BANK SYSTEM, INC. 330.23%0.49%0.66%Q2 2013Q4 20133
SkyView Investment Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Syntal Capital Partners, LLC 330.07%0.18%0.24%Q4 2020Q2 20213
Paradigm Financial Partners, LLC 330.90%0.94%1.01%Q2 2021Q4 20213
Virtu Financial LLC 210.03%0.08%0.18%Q3 2017Q2 20183
Ridgewood Investments LLC 330.35%0.37%0.39%Q4 2022Q2 20233
HRT FINANCIAL LP 210.01%0.02%0.02%Q4 2021Q3 20223
Occidental Asset Management, LLC 330.78%0.86%1.02%Q2 2022Q4 20223
North Ridge Wealth Advisors, Inc. 330.70%0.74%0.76%Q1 2023Q3 20233
Blue Trust, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
WBI INVESTMENTS, LLC 330.15%0.22%0.31%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.03%0.05%0.06%Q1 2023Q3 20233
FC Advisory LLC 330.12%0.14%0.17%Q2 2023Q4 20233
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 333.34%3.54%3.77%Q2 2021Q4 20213
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2018Q1 20213
HORAN CAPITAL MANAGEMENT 210.06%0.55%1.53%Q3 2016Q4 20173
CHOREO, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Blume Capital Management, Inc. 330.02%0.02%0.02%Q3 2022Q1 20233
INNEALTA CAPITAL, LLC 330.47%1.07%2.28%Q1 2022Q3 20223
Empirical Asset Management, LLC 330.76%0.77%0.79%Q1 2023Q3 20233
EVEXIA WEALTH LLC 331.07%1.17%1.23%Q1 2023Q3 20233
REDW Wealth LLC 330.07%0.09%0.12%Q2 2022Q4 20223
SHEETS SMITH WEALTH MANAGEMENT 330.05%0.06%0.08%Q1 2022Q3 20223
Core Wealth Partners LLC 330.30%0.32%0.35%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Sandy Spring Bank 330.00%0.00%0.00%Q1 2023Q3 20233
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.02%0.02%0.02%Q2 2013Q4 20133
DOWLING & YAHNKE LLC 210.01%0.07%0.13%Q4 2019Q3 20223
Country Club Trust Company, n.a. 330.20%0.27%0.32%Q2 2021Q4 20213
Key FInancial Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Pacific Center for Financial Services 330.00%0.00%0.00%Q3 2021Q1 20223
Objective Capital Management, LLC 330.20%0.21%0.22%Q4 2021Q2 20223
Arete Wealth Advisors, LLC 210.02%0.03%0.05%Q3 2019Q2 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Seed Wealth Management, Inc. 331.23%1.34%1.40%Q1 2023Q3 20233
Patten Group, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.66%0.70%0.76%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2014Q3 20223
Parkside Financial Bank & Trust 330.01%0.01%0.01%Q2 2021Q4 20213
Trivant Custom Portfolio Group, LLC 333.83%4.65%6.07%Q1 2023Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.71%0.74%0.79%Q1 2022Q3 20223
Allianz Asset Management GmbH 330.00%0.00%0.00%Q2 2022Q4 20223
HSBC HOLDINGS PLC 330.00%0.02%0.02%Q3 2012Q1 20133
Centerpoint Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
Tri-Star Advisors Inc. 210.03%1.07%1.61%Q2 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.31%0.43%0.52%Q4 2022Q3 20233
HNP Capital LLC 330.28%0.77%1.28%Q3 2019Q1 20203
Cavalier Investments, LLC 330.18%0.19%0.21%Q2 2021Q4 20213
Cypress Wealth Services, LLC 330.09%0.12%0.18%Q1 2022Q3 20223
MACROVIEW INVESTMENT MANAGEMENT LLC 330.03%0.03%0.03%Q2 2013Q4 20133
Charter Oak Capital Management, LLC 210.00%0.02%0.02%Q3 2021Q2 20223
SMI Advisory Services, LLC 210.07%0.07%0.08%Q1 2022Q4 20223
Williams Financial, LLC 330.94%3.53%7.95%Q2 2022Q4 20223
GOFEN & GLOSSBERG LLC /IL/ 330.01%0.02%0.05%Q2 2022Q4 20223
StoneX Group Inc. 110.04%0.05%0.07%Q3 2020Q2 20212
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CADINHA & CO LLC 220.06%0.09%0.13%Q3 2022Q4 20222
Verus Financial Partners, Inc. 220.03%0.03%0.03%Q1 2022Q2 20222
Birchcreek Wealth Management, LLC 220.28%0.31%0.35%Q1 2022Q2 20222
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Jefferies Group LLC 220.00%0.00%0.00%Q2 2013Q3 20132
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q4 2014Q1 20152
Pacific Wealth Strategies Group, Inc. 220.09%0.10%0.10%Q3 2021Q4 20212
BOKF, NA 110.00%0.00%0.00%Q3 2017Q2 20222
S.A. Mason LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q1 2023Q2 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
CASTLE WEALTH MANAGEMENT LLC 220.00%0.08%0.15%Q2 2022Q3 20222
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2022Q3 20222
JOURNEY STRATEGIC WEALTH LLC 220.14%0.14%0.15%Q3 2022Q4 20222
Crestmont Private Wealth LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Arcataur Capital Management LLC 221.99%2.00%2.02%Q2 2023Q3 20232
Royal Harbor Partners, LLC 112.39%2.60%2.81%Q4 2019Q2 20222
CABANA LLC 110.00%0.00%0.01%Q4 2019Q2 20202
Ignite Planners, LLC 220.16%0.17%0.18%Q4 2021Q1 20222
Axiom Financial Strategies, LLC 220.32%0.32%0.32%Q2 2022Q3 20222
Willis Johnson & Associates, Inc. 220.13%0.13%0.14%Q1 2022Q2 20222
LEO BROKERAGE, LLC 220.20%0.23%0.25%Q3 2020Q4 20202
MARYLAND CAPITAL ADVISORS INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Redwood Financial Network Corp 220.68%0.80%0.91%Q2 2022Q3 20222
Portside Wealth Group, LLC 220.69%0.94%1.20%Q2 2023Q3 20232
One Wealth Advisors, LLC 220.03%0.11%0.18%Q3 2022Q4 20222
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Timber Creek Capital Management LLC 220.01%0.03%0.04%Q3 2022Q4 20222
Activest Wealth Management 220.00%0.01%0.02%Q2 2022Q3 20222
CITY HOLDING CO 220.01%0.01%0.01%Q2 2023Q3 20232
Mercer Investments LLC 220.17%0.18%0.19%Q2 2023Q3 20232
CAPITAL ONE, NATIONAL ASSOCIATION 220.45%0.49%0.52%Q1 2018Q2 20182
Yoder Wealth Management, Inc. 220.17%0.17%0.18%Q2 2023Q3 20232
Mosaic Financial Partners, Inc. 220.24%0.25%0.26%Q1 2018Q2 20182
Brown Advisory Securities, LLC 220.04%0.05%0.05%Q1 2021Q2 20212
High Falls Advisors, Inc 220.07%0.08%0.10%Q3 2022Q4 20222
SJS Investment Consulting Inc. 110.02%0.02%0.02%Q1 2022Q3 20222
Fortitude Advisory Group L.L.C. 220.06%0.07%0.08%Q4 2021Q1 20222
CITY NATIONAL BANK 220.00%0.00%0.01%Q2 2014Q3 20142
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
BBVA USA 220.05%0.05%0.05%Q2 2021Q3 20212
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q3 20212
BLUESTEIN R H & CO LLC 220.03%0.03%0.03%Q3 2019Q4 20192
Bullseye Investment Management, LLC 221.99%2.29%2.59%Q3 2022Q4 20222
Scissortail Wealth Management, LLC 113.34%3.34%3.34%Q4 2021Q2 20222
First Command Advisory Services, Inc. 110.00%0.32%0.65%Q4 2022Q3 20232
Foundations Investment Advisors, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
EXANE DERIVATIVES 220.08%0.19%0.30%Q1 2022Q2 20222
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
SteelPeak Wealth, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Proficio Capital Partners LLC 220.82%1.00%1.17%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Raub Brock Capital Management LP 220.19%0.19%0.20%Q2 2022Q3 20222
Summit Global Investments 220.23%0.24%0.25%Q1 2021Q2 20212
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.01%Q4 2019Q1 20202
Tactical Allocation Group LLC 226.74%7.06%7.39%Q1 2016Q2 20162
Madison Wealth Partners, Inc 220.39%0.41%0.44%Q2 2022Q3 20222
STATE STREET CORP 220.00%0.00%0.00%Q2 2023Q3 20232
MACRO Consulting Group 223.28%3.30%3.32%Q1 2021Q2 20212
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Knowledge Leaders Capital, LLC 116.92%9.47%12.01%Q2 2018Q1 20222
Buck Wealth Strategies, LLC 112.77%2.89%3.02%Q3 2022Q3 20232
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q4 20132
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
BEACON INVESTMENT ADVISORY SERVICES, INC. 220.19%0.21%0.23%Q3 2021Q4 20212
OLYMPUS WEALTH MANAGEMENT, LLC 220.18%0.25%0.32%Q3 2022Q4 20222
Insight Wealth Strategies, LLC 220.04%0.07%0.10%Q3 2020Q4 20202
TRUST CO OF OKLAHOMA 220.08%0.08%0.08%Q4 2020Q1 20212
Cynosure Group, LLC 221.10%1.16%1.23%Q2 2023Q3 20232
Global Assets Advisory, LLC 220.71%0.83%0.96%Q3 2022Q4 20222
Brickley Wealth Management 110.18%0.20%0.21%Q2 2022Q4 20222
BerganKDV Wealth Management, LLC 222.02%2.04%2.07%Q1 2023Q2 20232
AdvisorShares Investments LLC 220.15%0.20%0.25%Q2 2021Q3 20212
Headlands Technologies LLC 220.01%0.03%0.05%Q4 2022Q1 20232
Laurel Wealth Advisors, Inc. 220.04%0.06%0.07%Q2 2022Q3 20222
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
San Luis Wealth Advisors LLC 2213.23%14.62%16.01%Q2 2022Q3 20222
Beacon Harbor Wealth Advisors, Inc. 222.76%2.86%2.96%Q1 2022Q2 20222
D L CARLSON INVESTMENT GROUP INC 220.24%0.26%0.28%Q2 2023Q3 20232
AMERICAN NATIONAL BANK 220.07%0.07%0.07%Q2 2023Q3 20232
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q4 2022Q1 20232
NICOLA WEALTH MANAGEMENT LTD. 220.51%0.53%0.56%Q1 2021Q2 20212
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2022Q4 20222
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WC Walker & Associates, Inc. 220.60%0.63%0.66%Q3 2022Q4 20222
Fusion Investment Group, LLC 110.03%0.20%0.36%Q4 2013Q2 20142
Sage Capital Advisors,llc 220.25%0.29%0.33%Q1 2022Q2 20222
Allen Investment Management, LLC 220.03%0.03%0.03%Q4 2014Q1 20152
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Frank, Rimerman Advisors LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Invst, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
EXENCIAL WEALTH ADVISORS, LLC 220.51%0.52%0.54%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
MCMORGAN & CO LLC 221.78%1.85%1.92%Q3 2022Q4 20222
CANANDAIGUA NATIONAL CORP 222.17%2.38%2.60%Q2 2022Q3 20222
Solstein Capital, LLC 220.05%0.08%0.12%Q2 2021Q3 20212
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Counterpoint Mutual Funds LLC 2269.36%75.50%81.63%Q1 2022Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.03%0.05%Q2 2013Q3 20132
Icon Wealth Advisors, LLC 220.05%0.05%0.06%Q3 2022Q4 20222
Wellington Shields Capital Management, LLC 220.07%0.08%0.08%Q1 2022Q2 20222
MACQUARIE GROUP LTD 220.00%0.00%0.00%Q2 2013Q3 20132
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.09%0.10%0.10%Q2 2018Q3 20182
CapWealth Advisors, LLC 220.79%0.85%0.92%Q1 2022Q2 20222
Portfolio Solutions, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
PFG Investments, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Matisse Capital 220.16%0.24%0.31%Q3 2021Q4 20212
LaSalle St. Investment Advisors, LLC 220.31%0.34%0.38%Q1 2023Q2 20232
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2016Q3 20202
ARBOR TRUST WEALTH ADVISORS, LLC 220.21%0.21%0.21%Q2 2022Q3 20222
Cassady Schiller Wealth Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
WFA of San Diego, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ORG Partners LLC 220.04%0.06%0.07%Q2 2023Q3 20232
Elmwood Wealth Management, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
RFP Financial Group LLC 220.25%2.01%3.77%Q2 2023Q3 20232
Buttonwood Financial Group, LLC 220.37%0.39%0.41%Q3 2022Q4 20222
Divergent Wealth Advisors 220.51%0.58%0.66%Q4 2022Q1 20232
Tandem Wealth Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Sterling Investment Counsel, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Allred Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FourThought Financial, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Providence First Trust Co 110.04%0.04%0.04%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Mach-1 Financial Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Bruderman Asset Management, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
W ADVISORS, LLC 110.20%0.20%0.20%Q3 2022Q3 20221
Barrett Asset Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Vertex Planning Partners, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Vontobel Holding Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Intelligence Driven Advisers, LLC 110.49%0.49%0.49%Q3 2022Q3 20221
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Vanguard Capital Wealth Advisors 110.72%0.72%0.72%Q1 2023Q1 20231
Berkshire Money Management, Inc. 110.05%0.05%0.05%Q2 2020Q2 20201
NatWest Group plc 110.07%0.07%0.07%Q2 2018Q2 20181
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.84%0.84%0.84%Q4 2021Q4 20211
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OneAscent Wealth Management LLC 115.07%5.07%5.07%Q2 2022Q2 20221
Savior LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
KerberRose Wealth Management, LLC 112.04%2.04%2.04%Q2 2022Q2 20221
OXFORD FINANCIAL GROUP, LTD. LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Carter Financial Group, INC. 110.28%0.28%0.28%Q1 2022Q1 20221
Litman Gregory Wealth Management LLC 110.10%0.10%0.10%Q1 2023Q1 20231
FIRST AMERICAN TRUST, FSB 110.05%0.05%0.05%Q4 2022Q4 20221
First Trust Bank, Ltd. 1133.85%33.85%33.85%Q3 2023Q3 20231
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
W.H. Cornerstone Investments Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
Synergy Asset Management, LLC 111.98%1.98%1.98%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Maple Capital Management, Inc. 110.06%0.06%0.06%Q2 2018Q2 20181
Aaron Wealth Advisors LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Wick Capital Partners, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.61%0.61%0.61%Q1 2022Q1 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Bay Harbor Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
West Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 1159.34%59.34%59.34%Q3 2023Q3 20231
MOSELEY INVESTMENT MANAGEMENT INC 110.21%0.21%0.21%Q4 2021Q4 20211
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
CPR Investments Inc. 117.80%7.80%7.80%Q4 2022Q4 20221
Glassman Wealth Services 110.02%0.02%0.02%Q3 2016Q3 20161
Sandy Cove Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2022Q3 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
GENWORTH FINANCIAL INC 110.19%0.19%0.19%Q2 2013Q2 20131
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MARINO, STRAM & ASSOCIATES LLC 110.01%0.01%0.01%Q3 2018Q3 20181
EPG Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Hoxton Planning & Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Castle Rock Wealth Management, LLC 110.26%0.26%0.26%Q2 2019Q2 20191
USA FINANCIAL FORMULAS 110.23%0.23%0.23%Q1 2017Q1 20171
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.84%0.84%0.84%Q4 2021Q4 20211
Tennessee Valley Asset Management Partners 110.19%0.19%0.19%Q4 2022Q4 20221
Ardent Capital Management, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.12%0.12%0.12%Q4 2018Q4 20181
KICKSTAND VENTURES, LLC. 110.12%0.12%0.12%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Golden State Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Private Portfolio Partners LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Stokes Family Office, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Clifford Group, LLC 110.37%0.37%0.37%Q4 2022Q4 20221
Aspire Private Capital, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Analyst IMS Investment Management Services Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Texan Capital Management 110.09%0.09%0.09%Q1 2017Q1 20171
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q3 2022Q3 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
Park Place Capital Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Maltin Wealth Management, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Psagot Value Holdings Ltd. / (Israel) 110.03%0.03%0.03%Q4 2022Q4 20221
DIXON HUBARD FEINOUR & BROWN INC/VA 110.02%0.02%0.02%Q4 2021Q4 20211
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Delek Group, Ltd. 110.01%0.01%0.01%Q4 2017Q4 20171
TCWP LLC 110.19%0.19%0.19%Q3 2022Q3 20221
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2023Q1 20231
WEALTH EFFECTS LLC 110.48%0.48%0.48%Q3 2022Q3 20221
Oldfather Financial Services, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Blueprint Investment Partners LLC 110.39%0.39%0.39%Q2 2021Q2 20211
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Equita Financial Network, Inc. 112.29%2.29%2.29%Q3 2023Q3 20231
Motley Fool Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Kerntke Otto McGlone Wealth Management Group 110.16%0.16%0.16%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Kure Advisory, LLC 113.81%3.81%3.81%Q3 2023Q3 20231
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Laurel Wealth Planning LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Weatherstone Capital Management 110.56%0.56%0.56%Q4 2018Q4 20181
Temasek Holdings (Private) Ltd 110.41%0.41%0.41%Q3 2022Q3 20221
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q1 20201
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Beaumont Capital Management, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
One Day In July LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Wealth Enhancement & Preservation of GA, LLC 112.29%2.29%2.29%Q2 2022Q2 20221
TPB WEALTH ADVISORS 113.37%3.37%3.37%Q4 2022Q4 20221
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BOENNING & SCATTERGOOD, INC. 110.06%0.06%0.06%Q3 2022Q3 20221
LWMG, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Goodwin Investment Advisory 110.06%0.06%0.06%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WJ Wealth Management, LLC 114.53%4.53%4.53%Q4 2021Q4 20211
GTS SECURITIES LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Cedar Brook Financial Partners, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
OneAscent Financial Services LLC 113.67%3.67%3.67%Q2 2022Q2 20221
Delos Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
GETCO Holding Company, LLC 110.24%0.24%0.24%Q2 2013Q2 20131
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LPWM LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.12%0.12%0.12%Q3 2021Q3 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2019Q2 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Kiwi Wealth Investments Limited Partnership 110.31%0.31%0.31%Q4 2022Q4 20221
Altus Wealth Group LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Stadion Money Management, LLC 110.91%0.91%0.91%Q2 2016Q2 20161
Arlington Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Bluefin Trading, LLC 110.15%0.15%0.15%Q4 2013Q4 20131
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Retireful, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Strategic Advocates LLC 110.17%0.17%0.17%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
HORIZON FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Capital Planning Advisors, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Avestar Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Second Half Financial Partners, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
Rain Capital Management, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Pacific Edge Advisors, LLC 110.33%0.33%0.33%Q2 2018Q2 20181
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Urban Wealth Management, LLC 110.62%0.62%0.62%Q2 2022Q2 20221
Heritage Investment Group, Inc. 110.33%0.33%0.33%Q3 2023Q3 20231
RMB Capital Management, LLC 110.52%0.52%0.52%Q4 2019Q4 20191
TTP Investments, Inc. 110.22%0.22%0.22%Q4 2021Q4 20211
Empowered Funds, LLC 111.10%1.10%1.10%Q2 2022Q2 20221
Baron Financial Group, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
STEPH & CO 110.04%0.04%0.04%Q4 2021Q4 20211
CETERA INVESTMENT MANAGEMENT LLC 110.09%0.09%0.09%Q4 2015Q4 20151
External links

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