ISHARES U S ETF TR shareholder history

Current and past ISHARES U S ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
STALEY CAPITAL ADVISERS INC 37370.26%1.30%3.02%Q3 2014Q3 202337
Private Advisor Group, LLC 36360.01%0.05%0.10%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.04%1.62%3.94%Q4 2014Q3 202336
UBS Group AG 36360.01%0.04%0.08%Q4 2014Q3 202336
BANK OF AMERICA CORP /DE/ 36360.02%0.04%0.09%Q4 2014Q3 202336
WELLS FARGO & COMPANY/MN 36360.00%0.04%0.07%Q4 2014Q3 202336
LPL Financial LLC 36360.01%0.18%0.60%Q4 2014Q3 202336
MORGAN STANLEY 36360.02%0.05%0.10%Q4 2014Q3 202336
Aspen Investment Management Inc 36360.12%0.26%2.28%Q4 2014Q3 202336
Astor Investment Management LLC 2360.01%1.58%9.47%Q2 2014Q3 202336
Cetera Advisor Networks LLC 36360.02%0.11%0.36%Q4 2014Q3 202336
ROYAL BANK OF CANADA 36360.01%0.01%0.02%Q4 2014Q3 202336
FIFTH THIRD BANCORP 36360.00%0.00%0.00%Q4 2014Q3 202336
US BANCORP \DE\ 35350.00%0.00%0.00%Q1 2015Q3 202335
HighTower Advisors, LLC 35350.00%0.02%0.08%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 3140.00%0.01%0.04%Q4 2014Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.01%1.26%6.98%Q2 2015Q3 202334
FIRST WILSHIRE SECURITIES MANAGEMENT INC 34340.07%0.40%1.15%Q2 2015Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.01%0.75%2.78%Q2 2015Q3 202334
OPPENHEIMER & CO INC 33330.02%0.08%0.13%Q3 2015Q3 202333
JPMORGAN CHASE & CO 2940.00%0.00%0.01%Q2 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.01%0.07%0.18%Q3 2015Q3 202333
Janney Montgomery Scott LLC 2850.00%0.15%0.48%Q1 2015Q2 202333
Raymond James Financial Services Advisors, Inc. 3110.00%0.11%0.18%Q3 2015Q3 202332
SECURIAN ASSET MANAGEMENT, INC 32320.01%0.58%0.87%Q4 2015Q3 202332
LaFleur & Godfrey LLC 20120.04%0.12%0.30%Q4 2014Q2 202332
LVZ, Inc. 32320.08%1.71%10.83%Q4 2015Q3 202332
CWM, LLC 2480.00%0.44%3.80%Q3 2015Q3 202332
Baird Financial Group, Inc. 31310.00%0.02%0.05%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.06%0.30%Q4 2015Q3 202331
Brookstone Capital Management 31310.07%0.96%4.56%Q1 2016Q3 202331
BlackRock Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
Snowden Capital Advisors LLC 2280.04%0.33%0.76%Q1 2016Q3 202330
Haverford Trust Co 30300.00%0.03%0.08%Q4 2014Q1 202230
Advisors Preferred, LLC 20100.05%0.42%1.22%Q4 2014Q2 202230
WEALTHSOURCE PARTNERS, LLC 30300.12%0.79%3.10%Q2 2016Q3 202330
PNC FINANCIAL SERVICES GROUP, INC. 2370.00%0.08%0.59%Q3 2015Q3 202330
Advisory Services Network, LLC 1620.00%0.11%0.34%Q2 2015Q1 202329
Stratos Wealth Partners, LTD. 29290.01%0.08%0.19%Q3 2016Q3 202329
Buckingham Capital Management, Inc. 29290.06%3.00%5.28%Q4 2015Q4 202229
STIFEL FINANCIAL CORP 29290.00%0.01%0.02%Q3 2016Q3 202329
Cetera Investment Advisers 28280.06%0.13%0.33%Q4 2016Q3 202328
Capital Advisors, Ltd. LLC 28280.04%0.21%0.43%Q4 2016Q3 202328
NAPLES GLOBAL ADVISORS, LLC 1510.07%0.49%1.54%Q4 2013Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.10%Q4 2016Q3 202328
Main Management LLC 28280.04%1.64%4.56%Q4 2016Q3 202328
Sigma Planning Corp 28280.02%0.09%0.25%Q4 2016Q3 202328
SPINNAKER TRUST 28280.14%0.87%2.20%Q4 2016Q3 202328
Cetera Advisors LLC 2710.01%0.06%0.16%Q1 2016Q3 202328
Atria Investments, Inc 2310.03%0.20%0.69%Q1 2015Q3 202328
AllSquare Wealth Management LLC 2520.00%0.00%0.00%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.04%0.46%1.24%Q1 2017Q3 202327
FLAGSHIP HARBOR ADVISORS, LLC 27270.02%0.08%0.35%Q1 2017Q3 202327
FDx Advisors, Inc. 2520.01%0.11%2.02%Q2 2016Q1 202327
CNA FINANCIAL CORP 27271.04%1.62%3.00%Q1 2017Q3 202327
WealthPLAN Partners, LLC 1810.00%0.27%0.66%Q1 2015Q4 202327
Global Retirement Partners, LLC 2070.02%0.07%0.18%Q4 2016Q3 202327
DAVENPORT & Co LLC 2330.00%0.02%0.06%Q3 2015Q4 202226
Roble, Belko & Company, Inc 26260.01%2.71%4.66%Q2 2017Q3 202326
Brinker Capital Investments, LLC 2150.00%0.06%0.30%Q4 2014Q3 202126
BEACON FINANCIAL GROUP 26260.18%1.07%2.41%Q2 2017Q3 202326
SEI INVESTMENTS CO 26260.04%0.06%0.09%Q4 2014Q1 202126
NewEdge Advisors, LLC 26260.01%0.32%0.93%Q2 2017Q3 202326
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.09%0.16%0.34%Q3 2015Q3 202226
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.03%0.07%Q3 2017Q3 202325
CITIGROUP INC 25250.00%0.00%0.01%Q3 2017Q3 202325
EP Wealth Advisors, LLC 910.00%2.78%12.28%Q1 2016Q3 202325
Gs Investments, Inc. 25250.28%0.91%1.90%Q3 2017Q3 202325
Geneos Wealth Management Inc. 25250.00%0.59%2.00%Q3 2017Q3 202325
Windsor Capital Management, LLC 24240.16%0.53%0.88%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.05%0.20%0.45%Q4 2017Q3 202324
YorkBridge Wealth Partners, LLC 24240.00%0.86%2.28%Q1 2017Q4 202224
BANK OF MONTREAL /CAN/ 2220.00%0.01%0.02%Q3 2017Q3 202324
Bramshill Investments, LLC 1710.04%4.92%14.59%Q2 2017Q3 202324
Nikulski Financial, Inc. 24240.25%0.64%2.16%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.05%0.21%Q4 2017Q3 202324
MERIDIAN MANAGEMENT CO 24240.12%0.24%0.54%Q4 2017Q3 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24240.00%0.01%0.03%Q4 2017Q3 202324
Laird Norton Wetherby Wealth Management, LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
Montecito Bank & Trust 24240.63%1.91%3.96%Q1 2018Q4 202324
Steward Partners Investment Advisory, LLC 24240.00%0.07%0.14%Q4 2017Q3 202324
Fortis Advisors, LLC 23230.21%0.59%1.26%Q1 2018Q3 202323
OneDigital Investment Advisors LLC 1760.01%0.11%0.43%Q4 2017Q3 202323
GHP Investment Advisors, Inc. 2030.01%2.38%4.05%Q1 2015Q3 202223
RFG Advisory, LLC 1710.01%0.36%1.09%Q2 2015Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.02%1.01%3.96%Q4 2016Q2 202223
FIRST TRUST ADVISORS LP 23230.00%0.00%0.01%Q3 2017Q1 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 23230.00%0.00%0.02%Q1 2018Q3 202323
Windsor Wealth Management, Inc. 23230.61%1.35%2.35%Q1 2018Q3 202323
W.G. Shaheen & Associates DBA Whitney & Co 22220.05%1.30%3.95%Q2 2018Q3 202322
PINNACLE ASSOCIATES LTD 1930.00%0.14%0.31%Q2 2017Q3 202322
JNBA Financial Advisors 2010.00%0.00%0.01%Q3 2016Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 22220.00%0.00%0.01%Q2 2018Q3 202322
Gerber Kawasaki Wealth & Investment Management 2110.03%0.27%0.74%Q1 2018Q3 202322
Ifrah Financial Services, Inc. 22221.15%1.92%2.89%Q2 2018Q3 202322
Sage Advisory Services, Ltd.Co. 1570.44%1.72%3.59%Q3 2017Q3 202322
JANE STREET GROUP, LLC 610.00%0.02%0.15%Q4 2014Q3 202322
FINANCIAL LIFE ADVISORS 22220.54%3.28%4.40%Q4 2017Q1 202322
VICUS CAPITAL 22220.04%0.12%0.21%Q1 2017Q2 202222
Sand Hill Global Advisors, LLC 1930.06%0.68%1.48%Q2 2017Q4 202222
Formidable Asset Management, LLC 22220.05%0.47%1.92%Q2 2018Q3 202322
HANCOCK WHITNEY CORP 1120.01%0.09%0.24%Q3 2015Q2 202321
Belpointe Asset Management LLC 21210.15%0.36%1.04%Q3 2018Q3 202321
Kovack Advisors, Inc. 21210.08%0.33%0.75%Q3 2018Q3 202321
AE Wealth Management LLC 21210.01%0.15%0.64%Q3 2018Q3 202321
Smithfield Trust Co 21210.31%2.43%7.20%Q3 2018Q3 202321
USCA RIA LLC 21210.02%0.04%0.06%Q2 2016Q2 202121
Venturi Wealth Management, LLC 1530.01%0.24%1.50%Q1 2016Q3 202321
First Allied Advisory Services, Inc. 21210.02%0.13%0.38%Q3 2015Q3 202021
Citadel Advisors 710.00%0.00%0.03%Q4 2014Q3 202321
CLEAR INVESTMENT RESEARCH, LLC 21210.09%1.66%11.55%Q3 2018Q3 202321
Ullmann Wealth Partners Group, LLC 21210.16%0.77%1.98%Q4 2016Q4 202121
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2014Q3 202321
Betterment LLC 21210.01%0.33%1.13%Q3 2018Q3 202321
SIGNATUREFD, LLC 940.00%0.01%0.03%Q4 2015Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.09%0.32%Q4 2014Q4 201921
AdvisorNet Financial, Inc 21210.00%0.22%1.15%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.08%1.04%6.68%Q3 2018Q3 202321
PARK AVENUE SECURITIES LLC 21210.26%4.98%16.75%Q3 2015Q3 202021
FMR LLC 21210.00%0.02%0.03%Q3 2018Q3 202321
UBP Investment Advisors SA 20200.35%4.48%5.50%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.04%0.14%0.55%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.14%0.32%0.61%Q4 2018Q3 202320
Kingsview Wealth Management, LLC 1460.06%0.14%0.28%Q3 2018Q3 202320
SOL Capital Management CO 1910.08%0.26%0.73%Q2 2017Q3 202320
American Portfolios Advisors 20200.00%0.24%0.47%Q4 2017Q3 202220
TOWNSQUARE CAPITAL LLC 20200.01%0.05%0.22%Q4 2018Q3 202320
Day & Ennis, LLC 20200.07%1.02%2.24%Q1 2017Q4 202120
Pensionmark Financial Group, LLC 20200.14%0.26%0.57%Q4 2018Q3 202320
Concorde Asset Management, LLC 1710.14%1.56%3.45%Q1 2016Q4 202120
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.03%Q4 2018Q3 202320
Capital Analysts, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.29%1.78%3.48%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Larson Financial Group LLC 1450.00%0.01%0.08%Q4 2018Q3 202319
TSFG, LLC 19190.01%0.03%0.12%Q1 2019Q3 202319
Prospera Financial Services Inc 1450.01%0.04%0.09%Q3 2015Q1 202319
Sowell Financial Services LLC 1010.03%0.20%0.66%Q2 2017Q1 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.07%0.11%Q1 2019Q3 202319
Pflug Koory, LLC 19190.07%0.16%0.28%Q1 2019Q3 202319
PFG Advisors 1630.03%0.86%1.46%Q4 2017Q3 202319
Pinnacle Wealth Management Advisory Group, LLC 19190.20%0.69%1.20%Q1 2019Q3 202319
Carlton Hofferkamp & Jenks Wealth Management, LLC 19190.12%1.04%2.81%Q4 2018Q2 202319
Dakota Wealth Management 19190.04%0.25%0.46%Q1 2019Q3 202319
Winch Advisory Services, LLC 1810.00%1.40%8.62%Q4 2018Q3 202319
Integrated Wealth Concepts LLC 1810.00%0.20%0.51%Q4 2017Q2 202319
Wealthcare Advisory Partners LLC 820.00%0.02%0.05%Q2 2018Q3 202318
Semmax Financial Advisors Inc. 1710.01%0.03%0.20%Q4 2018Q3 202318
Somerset Group LLC 1710.22%0.31%0.42%Q1 2019Q3 202318
GOLDMAN SACHS GROUP INC 18180.00%0.00%0.01%Q1 2017Q2 202118
FIRST MANHATTAN CO. LLC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Sandy Spring Bank 1260.00%0.00%0.01%Q1 2017Q2 202218
Madrona Financial Services, LLC 18180.12%0.21%0.33%Q2 2019Q3 202318
COLONY GROUP LLC 1710.01%0.07%0.17%Q4 2018Q2 202318
WealthTrust Fairport, LLC 18180.05%0.18%0.40%Q4 2014Q1 201918
One Capital Management, LLC 1350.01%0.04%0.07%Q3 2017Q3 202318
Patten Group, Inc. 18180.14%0.30%0.55%Q2 2019Q3 202318
Private Capital Group, LLC 18180.01%0.10%0.24%Q4 2017Q1 202218
FinTrust Capital Advisors, LLC 990.00%0.40%1.28%Q4 2018Q3 202318
Bank of New York Mellon Corp 710.00%0.00%0.00%Q1 2018Q3 202318
ASSETMARK, INC 910.00%0.04%0.53%Q3 2016Q1 202318
TEXAS TREASURY SAFEKEEPING TRUST CO 17171.78%22.32%48.06%Q1 2018Q1 202217
Koshinski Asset Management, Inc. 1320.06%0.10%0.25%Q1 2019Q3 202317
SeaBridge Investment Advisors LLC 17170.38%0.52%0.68%Q2 2018Q2 202217
DONALDSON CAPITAL MANAGEMENT, LLC 17171.58%2.02%3.41%Q3 2019Q3 202317
Investors Research Corp 17170.00%0.00%0.00%Q2 2019Q2 202317
REGIONS FINANCIAL CORP 17170.01%0.01%0.02%Q1 2017Q1 202117
Shepherd Financial Partners LLC 830.04%0.18%0.41%Q2 2017Q4 202117
CAPTRUST FINANCIAL ADVISORS 1070.00%0.09%0.25%Q1 2019Q3 202317
Burt Wealth Advisors 17170.03%0.17%1.24%Q1 2016Q1 202017
Providence First Trust Co 17170.14%0.30%0.62%Q3 2019Q3 202317
Clearwater Capital Advisors, LLC 17172.70%6.56%8.48%Q3 2019Q3 202317
VALLEY NATIONAL ADVISERS INC 17170.00%0.53%1.26%Q3 2019Q3 202317
FOSTER & MOTLEY INC 17170.02%0.09%0.15%Q2 2018Q2 202217
Covington Capital Management 17170.05%0.17%0.36%Q3 2018Q3 202217
Focused Wealth Management, Inc 17170.00%0.90%4.54%Q3 2019Q3 202317
KWMG, LLC 17171.17%1.49%1.91%Q3 2019Q3 202317
Dynamic Advisor Solutions LLC 1020.02%0.11%0.20%Q1 2018Q3 202317
G&S Capital LLC 920.11%1.18%4.03%Q4 2017Q4 202217
TRUIST FINANCIAL CORP 16160.01%0.02%0.05%Q4 2019Q3 202316
Flaharty Asset Management, LLC 16160.04%0.07%0.17%Q4 2019Q3 202316
ACG Wealth 16160.05%0.06%0.07%Q4 2018Q3 202216
COURIER CAPITAL LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
Arkfeld Wealth Strategies, L.L.C. 16160.42%1.72%2.81%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.08%0.20%Q4 2019Q3 202316
Ancora Advisors LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
Hugh Johnson Advisors LLC 1240.14%0.62%1.51%Q4 2013Q2 201916
Values First Advisors, Inc. 16161.42%2.71%3.76%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.07%0.23%0.47%Q4 2019Q3 202316
Bernardo Wealth Planning LLC 16160.13%1.62%5.02%Q4 2018Q3 202216
Creative Planning 810.00%0.00%0.00%Q1 2015Q4 202116
Chicago Partners Investment Group LLC 16160.03%0.05%0.10%Q4 2019Q3 202316
Sound Income Strategies, LLC 1330.00%0.01%0.04%Q1 2018Q3 202316
Sage Capital Advisors,llc 16161.27%1.78%2.94%Q4 2019Q3 202316
Elmwood Wealth Management, Inc. 1110.10%0.30%1.60%Q1 2018Q2 202316
Columbia Trust Co 01012016 1233.50%9.23%13.98%Q4 2019Q3 202315
Crabel Capital Management, LLC 740.34%1.20%5.85%Q4 2017Q3 202315
CIBC WORLD MARKET INC. 870.00%0.00%0.03%Q4 2017Q4 202115
Ausdal Financial Partners, Inc. 1320.03%0.82%2.59%Q4 2015Q1 202015
Advisor Group, Inc. 15150.08%0.36%0.96%Q2 2016Q4 201915
ROPES WEALTH ADVISORS LLC 1410.04%0.06%0.11%Q4 2019Q3 202315
MA Private Wealth 1410.07%3.11%7.37%Q4 2018Q4 202215
OSAIC HOLDINGS, INC. 15150.05%0.11%0.45%Q1 2020Q3 202315
Canal Insurance CO 15151.34%1.64%2.09%Q1 2020Q3 202315
Friedenthal Financial 1310.23%2.58%5.83%Q4 2016Q1 202315
Icon Wealth Partners, LLC 15150.02%0.79%3.10%Q4 2017Q2 202115
Rosenberg Matthew Hamilton 15150.58%4.06%5.85%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 15150.01%0.02%0.04%Q2 2019Q4 202215
J.W. COLE ADVISORS, INC. 1410.03%0.10%0.20%Q4 2019Q3 202315
Orion Portfolio Solutions, LLC 15150.01%0.08%0.71%Q1 2020Q3 202315
Cornerstone Wealth Management, LLC 15150.04%0.15%0.31%Q1 2017Q3 202015
Rockefeller Capital Management L.P. 1410.00%0.01%0.04%Q4 2019Q3 202315
JACOBSON & SCHMITT ADVISORS, LLC 15150.42%0.82%0.98%Q1 2020Q3 202315
Mariner, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Western Wealth Management, LLC 1140.02%0.05%0.12%Q4 2018Q3 202215
FLOW TRADERS U.S. LLC 510.01%0.85%8.12%Q4 2016Q3 202315
Kore Private Wealth LLC 15153.07%4.91%7.67%Q1 2019Q3 202215
55I, LLC 14140.01%0.34%1.09%Q4 2018Q1 202214
OLD MISSION CAPITAL LLC 310.01%0.13%0.69%Q2 2017Q3 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1310.02%0.07%0.22%Q1 2020Q3 202314
NOTTINGHAM ADVISORS, INC. 14140.03%0.07%0.18%Q1 2015Q2 201814
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q4 2014Q2 202114
WHITE PINE CAPITAL LLC 14140.11%1.16%2.37%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.04%0.80%2.12%Q1 2017Q2 202014
EXENCIAL WEALTH ADVISORS, LLC 14140.18%0.30%0.43%Q2 2020Q3 202314
Simplicity Solutions, LLC 1110.01%0.23%0.62%Q1 2016Q3 202114
Laffer Tengler Investments, Inc. 14140.12%0.31%0.58%Q2 2020Q3 202314
SHUFRO ROSE & CO LLC 14140.67%2.75%6.14%Q2 2020Q3 202314
Edge Wealth Management LLC 14140.00%0.03%0.11%Q3 2018Q4 202114
Trek Financial, LLC 860.04%0.18%0.42%Q4 2018Q3 202314
WOODMONT INVESTMENT COUNSEL LLC 14140.61%1.51%2.14%Q3 2016Q4 201914
STRATEGY ASSET MANAGERS LLC 810.04%0.10%0.18%Q4 2019Q3 202314
Affiance Financial, LLC 14140.11%0.39%0.84%Q2 2018Q3 202114
B. Riley Wealth Advisors, Inc. 14140.01%0.11%0.27%Q2 2018Q3 202114
HOWARD WEALTH MANAGEMENT, LLC 13130.00%0.79%1.18%Q4 2019Q4 202213
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
IHT Wealth Management, LLC 13130.02%0.08%0.14%Q4 2017Q4 202013
SCOTIA CAPITAL INC. 13130.00%0.01%0.01%Q1 2018Q1 202113
Tidal Investments LLC 13130.01%0.30%1.02%Q1 2019Q1 202213
Wealth Alliance 13130.05%0.10%0.19%Q1 2020Q1 202313
Lido Advisors, LLC 620.00%0.02%0.07%Q4 2019Q3 202313
Van Hulzen Asset Management, LLC 940.04%0.46%0.79%Q1 2019Q4 202213
Founders Financial Alliance, LLC 13130.01%0.05%0.13%Q3 2020Q3 202313
Aspire Private Capital, LLC 13130.00%0.41%1.11%Q4 2018Q4 202113
Kestra Advisory Services, LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
Firestone Capital Management 13130.11%0.25%0.54%Q4 2019Q4 202213
NEXT Financial Group, Inc 13130.04%0.47%2.83%Q4 2018Q4 202113
Donoghue Forlines LLC 13130.49%5.99%15.06%Q4 2017Q4 202013
M&T BANK CORP 910.00%0.01%0.07%Q4 2015Q4 202113
BB&T SECURITIES, LLC 1120.01%0.10%0.30%Q1 2016Q3 201913
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.08%0.37%0.84%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.03%0.10%Q1 2018Q1 202113
American Institute for Advanced Investment Management, LLP 13130.42%1.25%1.85%Q3 2020Q3 202313
Neuberger Berman Group LLC 720.00%0.00%0.01%Q2 2016Q3 202113
Total Clarity Wealth Management, Inc. 1110.23%1.21%4.80%Q4 2019Q3 202312
LEVEL FOUR ADVISORY SERVICES, LLC 750.02%0.18%0.42%Q4 2016Q2 202012
Spectrum Planning & Advisory Services Inc. 12120.20%0.34%0.54%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.02%0.07%0.16%Q4 2020Q3 202312
Personal Wealth Partners 12120.18%0.50%0.75%Q2 2019Q1 202212
Castle Rock Wealth Management, LLC 1110.17%0.40%0.74%Q2 2019Q3 202312
Mayflower Financial Advisors, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.54%0.77%1.33%Q4 2020Q3 202312
Stewardship Financial Advisors, LLC 12122.97%4.21%6.99%Q2 2018Q1 202112
Capstone Triton Financial Group, LLC 12120.14%0.21%0.54%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.04%0.73%1.41%Q4 2018Q3 202112
Tranquility Partners, LLC 1020.22%0.45%0.77%Q2 2019Q3 202212
TUCKER ASSET MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
RAYMOND JAMES TRUST N.A. 12120.01%0.05%0.12%Q2 2018Q1 202112
Thrive Capital Management, LLC 12120.27%2.17%8.16%Q4 2020Q3 202312
Watchman Group, Inc. 12120.13%1.13%2.40%Q4 2019Q3 202212
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q4 2015Q3 201812
Commonwealth Equity Services, Inc 12120.01%0.01%0.02%Q4 2014Q3 201712
Jackson, Grant Investment Advisers, Inc. 12120.00%2.19%4.34%Q2 2017Q1 202012
Syverson Strege & Co 12121.15%3.21%8.11%Q4 2020Q3 202312
Lenox Wealth Management, Inc. 750.01%0.05%0.31%Q2 2017Q2 202012
Inscription Capital, LLC 930.05%0.09%0.13%Q3 2020Q3 202312
Charter Oak Capital Management, LLC 12120.04%0.09%0.18%Q4 2020Q3 202312
FLC Capital Advisors 12120.09%0.28%1.12%Q1 2020Q4 202212
4J Wealth Management LLC 12120.51%0.69%0.87%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.05%0.10%Q4 2020Q3 202312
CAPE COD FIVE CENTS SAVINGS BANK 12120.04%0.09%0.14%Q4 2014Q3 201712
TRUSTCORE FINANCIAL SERVICES, LLC 12120.02%3.73%6.56%Q1 2020Q4 202212
SALEM INVESTMENT COUNSELORS INC 910.00%0.00%0.00%Q1 2017Q1 202312
Guardian Wealth Advisors, LLC 12120.08%2.77%4.02%Q4 2020Q3 202312
ALLIANCEBERNSTEIN L.P. 12120.07%0.07%0.08%Q4 2014Q3 201712
Bay Harbor Wealth Management, LLC 12120.00%0.83%1.84%Q4 2018Q3 202112
Graypoint LLC 12120.03%0.12%0.27%Q1 2020Q4 202212
Physician Wealth Advisors, Inc. 11110.05%0.50%1.82%Q3 2019Q1 202211
GUGGENHEIM CAPITAL LLC 11110.00%0.05%0.28%Q2 2019Q4 202111
PRIVATE TRUST CO NA 620.00%0.03%0.08%Q4 2018Q3 202311
Main Street Financial Solutions, LLC 11110.04%0.09%0.15%Q4 2020Q2 202311
PRUDENTIAL FINANCIAL INC 1010.00%0.01%0.01%Q1 2016Q3 202011
VisionPoint Advisory Group, LLC 11110.36%5.67%17.74%Q4 2018Q2 202111
New England Investment & Retirement Group, Inc. 11110.15%0.24%0.30%Q1 2019Q3 202111
Spire Wealth Management 11110.03%0.04%0.05%Q1 2021Q3 202311
SteelPeak Wealth, LLC 740.02%0.48%1.67%Q4 2019Q4 202211
Cypress Wealth Services, LLC 1010.07%0.37%0.67%Q1 2019Q4 202111
Northwest Capital Management Inc 720.00%0.40%0.79%Q4 2017Q3 202311
Matthew Goff Investment Advisor, LLC 11110.08%3.25%5.68%Q1 2019Q3 202111
Aveo Capital Partners, LLC 11110.07%0.38%1.53%Q2 2019Q4 202111
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.09%0.30%0.57%Q1 2021Q3 202311
SeaCrest Wealth Management, LLC 1010.00%0.05%0.09%Q3 2019Q2 202211
Meridian Wealth Management, LLC 11110.03%0.33%1.12%Q1 2021Q3 202311
NTV ASSET MANAGEMENT LLC 11110.09%0.16%0.26%Q1 2021Q3 202311
Mutual Advisors, LLC 920.03%0.13%0.22%Q1 2019Q3 202311
CFO4Life Group, LLC 910.05%0.71%4.08%Q3 2018Q4 202111
RPg Family Wealth Advisory, LLC 430.04%0.69%3.48%Q1 2020Q3 202311
Sharkey, Howes & Javer 11110.00%1.12%3.09%Q1 2018Q3 202011
Bellwether Advisors, LLC 11110.06%0.10%0.15%Q4 2020Q2 202311
Aptus Capital Advisors, LLC 610.00%0.07%0.39%Q1 2019Q3 202311
StoneX Group Inc. 710.05%0.16%0.30%Q2 2017Q4 202011
Acorn Wealth Advisors, LLC 11110.23%0.27%0.34%Q1 2018Q3 202011
Rollins Financial 830.06%0.24%0.93%Q4 2020Q3 202311
Elevated Capital Advisors, LLC 410.23%0.54%1.74%Q1 2019Q3 202311
Pinnacle Bancorp, Inc. 11110.00%0.00%0.01%Q4 2019Q2 202211
WealthShield Partners, LLC 810.00%0.37%0.76%Q4 2018Q1 202311
Retirement Group, LLC 1010.01%0.03%0.10%Q4 2019Q3 202211
TCG Advisory Services, LLC 11110.04%0.36%0.89%Q4 2020Q2 202311
Clearview Wealth Advisors LLC 11110.02%0.26%0.94%Q4 2020Q2 202311
Live Oak Private Wealth LLC 11110.15%0.52%1.06%Q1 2021Q3 202311
United Asset Strategies, Inc. 1010.05%0.09%0.12%Q1 2018Q4 202011
Avior Wealth Management, LLC 920.00%0.00%0.01%Q1 2016Q2 202211
Klaas Financial Asset Advisors, LLC 11111.66%2.25%2.82%Q1 2021Q3 202311
PATTON ALBERTSON MILLER GROUP, LLC 650.05%0.09%0.22%Q2 2019Q3 202311
SUMMIT FINANCIAL GROUP, INC. 10100.10%0.47%0.84%Q1 2021Q2 202310
9258 Wealth Management, LLC 10100.07%0.16%0.27%Q3 2019Q4 202110
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.04%Q1 2021Q3 202310
Requisite Capital Management, LLC 820.07%3.09%9.77%Q4 2018Q2 202110
WINTRUST INVESTMENTS LLC 10100.06%0.14%0.26%Q4 2018Q1 202110
Next Capital Management LLC 10100.17%0.21%0.26%Q2 2021Q3 202310
SUN LIFE FINANCIAL INC 10101.86%3.10%4.31%Q1 2021Q2 202310
Lumature Wealth Partners, LLC 10100.02%0.17%1.38%Q1 2021Q2 202310
Atlantic Union Bankshares Corp 10100.02%0.02%0.02%Q1 2021Q2 202310
Old North State Trust, LLC 620.02%0.04%0.06%Q3 2018Q1 202310
Financial Gravity Asset Management, Inc. 640.00%0.72%2.22%Q2 2019Q1 202210
San Luis Wealth Advisors LLC 910.36%5.19%12.62%Q4 2020Q3 202310
CABOT WEALTH MANAGEMENT INC 10100.05%0.11%0.16%Q4 2014Q1 201710
Sargent Bickham Lagudis LLC 910.00%0.08%0.41%Q3 2017Q1 202010
NORRIS PERNE & FRENCH LLP/MI 10100.04%0.05%0.05%Q1 2015Q2 201710
Commonwealth Financial Services, LLC 10100.08%1.62%14.17%Q4 2014Q1 201710
Vista Private Wealth Partners. LLC 10103.53%4.05%5.15%Q1 2020Q2 202210
Equitable Holdings, Inc. 910.01%0.19%0.55%Q4 2019Q3 202310
Sheaff Brock Investment Advisors, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Strategic Investment Advisors / MI 10100.13%1.20%2.14%Q4 2018Q1 202110
AVANTAX ADVISORY SERVICES, INC. 640.00%0.01%0.03%Q1 2020Q2 202310
FIRST NATIONAL TRUST CO 10100.02%0.06%0.07%Q2 2018Q3 202010
SYNOVUS FINANCIAL CORP 810.00%0.01%0.02%Q1 2019Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Anchor Investment Management, LLC 990.00%0.00%0.00%Q4 2021Q4 20239
CFS Investment Advisory Services, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
ROWLAND CARMICHAEL ADVISORS INC /ADV 510.19%0.79%1.40%Q4 2016Q1 20209
CIDEL ASSET MANAGEMENT INC 630.02%0.04%0.09%Q2 2018Q1 20229
U.S. Capital Wealth Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
V Wealth Advisors LLC 720.05%0.11%0.30%Q1 2020Q2 20229
MEITAV INVESTMENT HOUSE LTD 540.01%0.01%0.01%Q2 2021Q3 20239
Insight Wealth Strategies, LLC 990.09%1.31%3.95%Q4 2018Q4 20209
JFS WEALTH ADVISORS, LLC 990.04%0.05%0.06%Q3 2021Q3 20239
Sovereign Financial Group, Inc. 990.36%0.61%0.90%Q3 2021Q3 20239
MAKENA CAPITAL MANAGEMENT LLC 540.49%1.11%2.56%Q3 2017Q3 20209
CORRADO ADVISORS, LLC 991.32%1.91%2.45%Q1 2020Q1 20229
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 630.06%0.13%0.36%Q4 2017Q1 20209
WASHINGTON TRUST BANK 810.01%0.31%1.48%Q4 2018Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.00%0.12%0.27%Q4 2019Q3 20239
Magnus Financial Group LLC 990.04%0.06%0.11%Q4 2018Q4 20209
COMERICA BANK 610.00%0.00%0.00%Q4 2019Q3 20239
Aletheian Wealth Advisors LLC 990.50%1.17%2.01%Q4 2021Q4 20239
White Lighthouse Investment Management Inc. 990.10%0.73%1.63%Q4 2017Q4 20199
MSI Financial Services Inc 990.09%0.13%0.21%Q4 2014Q4 20169
PFG Private Wealth Management, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Asset Planning Services, Ltd. 720.00%0.00%0.00%Q2 2017Q3 20199
Ahrens Investment Partners LLC 810.01%0.38%1.16%Q3 2020Q1 20239
Cooper Financial Group 990.07%4.59%12.11%Q4 2018Q4 20209
OmniStar Financial Group, Inc. 990.17%0.34%0.58%Q1 2018Q1 20209
Investors Financial Group, LLC 991.09%1.93%3.15%Q4 2019Q4 20219
Keystone Financial Group 991.03%1.37%2.06%Q4 2017Q4 20199
Good Life Advisors, LLC 990.08%0.10%0.16%Q1 2019Q1 20219
Intrua Financial, LLC 990.11%0.21%0.35%Q1 2021Q1 20239
BlackRock Investment Management, LLC 990.01%0.04%0.06%Q4 2014Q4 20169
Summit X, LLC 990.08%0.20%0.35%Q3 2018Q3 20209
Independent Family Office, LLC 990.25%0.32%0.40%Q1 2021Q1 20239
Foster Victor Wealth Advisors, LLC 990.27%0.34%0.51%Q3 2020Q3 20229
GeoWealth Management, LLC 510.00%1.42%5.79%Q4 2019Q3 20239
Moloney Securities Asset Management, LLC 880.10%0.16%0.23%Q1 2018Q4 20198
Heritage Wealth Advisors 881.07%1.87%3.00%Q1 2018Q4 20198
First Horizon Advisors, Inc. 310.00%0.00%0.01%Q2 2018Q3 20238
Braun-Bostich & Associates Inc. 710.04%0.96%3.34%Q4 2017Q4 20198
SII INVESTMENTS INC/WI 620.02%0.10%0.38%Q3 2015Q4 20178
SMITH CAPITAL MANAGEMENT INC /AR/ADV 884.63%5.91%7.26%Q4 2018Q3 20208
First Bank & Trust 880.00%0.00%0.00%Q4 2019Q3 20218
RDA Financial Network 880.12%0.85%2.47%Q2 2019Q1 20218
Darrow Company, Inc. 880.50%0.83%1.22%Q4 2021Q3 20238
Thomas J. Herzfeld Advisors, Inc. 710.05%0.33%1.33%Q1 2017Q1 20198
Vishria Bird Financial Group, LLC 880.20%1.70%3.55%Q1 2019Q4 20208
Investment Advisory Group, LLC 880.45%0.53%0.65%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
ACCESS FINANCIAL SERVICES, INC. 620.12%0.22%0.34%Q1 2020Q1 20228
NORTHWEST WEALTH MANAGEMENT, LLC 710.08%0.20%0.29%Q3 2020Q1 20238
Fortress Wealth Management, Inc. 880.40%0.75%1.24%Q4 2021Q3 20238
Manning & Napier Group, LLC 610.00%0.02%0.03%Q4 2017Q1 20208
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q1 2019Q4 20228
ETF Store, Inc. 880.34%0.36%0.40%Q4 2021Q3 20238
Archford Capital Strategies, LLC 710.00%0.13%0.27%Q2 2019Q3 20218
HOLLENCREST CAPITAL MANAGEMENT 710.01%0.49%0.62%Q3 2015Q4 20228
LOWE BROCKENBROUGH & CO INC 710.54%0.77%1.01%Q3 2021Q3 20238
MY Wealth Management Inc. 881.88%2.60%3.60%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Eudaimonia Partners, LLC 620.00%0.11%0.49%Q4 2019Q3 20228
Cross Staff Investments Inc 880.26%0.43%0.67%Q4 2021Q3 20238
TD Capital Management LLC 710.02%1.60%6.66%Q4 2014Q4 20168
RiverFront Investment Group, LLC 440.01%0.61%1.52%Q1 2019Q2 20218
CLIENT 1ST ADVISORY GROUP, LLC 880.10%1.98%5.64%Q4 2019Q3 20218
Cornerstone Management, Inc. 321.36%1.97%2.64%Q2 2020Q3 20228
Watermark Asset Management, Inc. 880.49%0.84%1.85%Q1 2017Q4 20188
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
Private Ocean, LLC 410.00%0.00%0.01%Q1 2018Q2 20228
COMERICA SECURITIES INC 880.07%0.36%1.05%Q1 2017Q4 20188
First Personal Financial Services 610.00%0.15%0.23%Q4 2015Q2 20198
Eagle Bluffs Wealth Management LLC 880.33%0.60%1.47%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.02%Q4 2020Q4 20228
Jackson Financial Management 770.32%5.08%13.19%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.02%0.04%0.08%Q1 2022Q3 20237
ALTERNA WEALTH MANAGEMENT, INC 770.40%0.86%1.28%Q1 2019Q3 20207
COMERICA SECURITIES,INC. 770.22%1.22%2.24%Q1 2019Q3 20207
NEIRG Wealth Management, LLC 770.15%0.17%0.20%Q4 2021Q2 20237
Copperleaf Capital, LLC 770.21%5.24%8.57%Q4 2019Q2 20217
Rehmann Capital Advisory Group 770.00%0.01%0.02%Q1 2018Q3 20197
Navis Wealth Advisors, LLC 770.68%4.71%6.21%Q4 2020Q2 20227
Successful Portfolios LLC 770.12%0.25%0.49%Q1 2020Q3 20217
LifePlan Financial Group, Inc 770.10%1.04%1.93%Q1 2019Q3 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.33%0.44%0.56%Q1 2021Q4 20227
Peak Asset Management, LLC 610.12%0.16%0.30%Q1 2015Q4 20197
Jackson Wealth Management, LLC 770.24%0.70%1.19%Q2 2018Q4 20197
TCG Advisors, LP 771.64%2.96%4.05%Q4 2018Q2 20207
Spectrum Asset Management, Inc. (NB/CA) 770.34%0.65%0.87%Q3 2020Q1 20227
Stillwater Capital Advisors, LLC 771.61%2.41%3.39%Q1 2022Q3 20237
LVW Advisors, LLC 770.10%0.30%0.46%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.06%1.67%3.63%Q4 2018Q2 20207
Alpha Cubed Investments, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Kerntke Otto McGlone Wealth Management Group 770.22%0.34%0.62%Q4 2019Q2 20217
Outlook Wealth Advisors, LLC 430.08%2.04%4.36%Q1 2020Q3 20237
Share Andrew L. 770.09%0.25%0.35%Q1 2022Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.01%0.02%Q4 2019Q3 20237
Mattern Wealth Management LLC 770.17%1.72%3.24%Q1 2020Q3 20217
Baker Avenue Asset Management, LP 770.09%0.11%0.14%Q3 2018Q1 20207
Integrated Advisors Network LLC 770.04%0.13%0.20%Q1 2022Q3 20237
Wealth Advisors of Tampa Bay, LLC 610.05%0.16%0.19%Q4 2017Q4 20217
MARINO, STRAM & ASSOCIATES LLC 610.02%0.04%0.19%Q4 2017Q2 20217
Rockbridge Investment Management, LCC 770.00%0.02%0.04%Q2 2020Q4 20217
GREAT VALLEY ADVISOR GROUP, INC. 610.01%0.01%0.02%Q1 2021Q1 20237
UNIO CAPITAL LLC 770.18%0.55%1.78%Q2 2019Q4 20207
IPG Investment Advisors LLC 770.07%0.14%0.22%Q2 2018Q4 20197
GPS Wealth Strategies Group, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
1900 WEALTH MANAGEMENT LLC 770.02%0.07%0.12%Q4 2020Q2 20227
Conservest Capital Advisors, Inc. 773.19%4.25%6.39%Q2 2018Q4 20197
Jaffetilchin Investment Partners, LLC 610.10%0.26%0.37%Q4 2016Q1 20207
Weaver Consulting Group 770.22%0.64%0.89%Q1 2019Q3 20207
Homrich & Berg 610.01%0.01%0.04%Q4 2019Q3 20217
MARCO INVESTMENT MANAGEMENT LLC 770.05%0.07%0.09%Q1 2021Q3 20227
Trilogy Capital Inc. 770.01%0.75%1.30%Q2 2018Q4 20197
AXXCESS WEALTH MANAGEMENT, LLC 610.02%0.47%0.73%Q4 2021Q3 20237
Apeiron RIA LLC 520.11%0.14%0.19%Q4 2021Q3 20237
Canal Capital Management, LLC 420.14%0.35%0.84%Q1 2018Q3 20196
3EDGE Asset Management, LP 665.98%10.61%16.70%Q4 2016Q1 20186
Relative Value Partners Group, LLC 660.06%1.06%1.90%Q2 2021Q3 20226
B, B, H, & B INC. 666.94%8.88%12.82%Q4 2020Q1 20226
Atlas Private Wealth Advisors 660.17%0.26%0.32%Q2 2020Q3 20216
Clear Creek Financial Management, LLC 660.19%0.64%0.91%Q2 2022Q3 20236
Karn, Couzens & Associates, Inc. 660.73%1.27%2.01%Q4 2020Q1 20226
Clark Capital Management Group, Inc. 510.01%0.24%1.27%Q4 2018Q3 20236
FORTE ASSET MANAGEMENT LLC 661.35%1.71%2.10%Q2 2022Q3 20236
Riverview Trust Co 660.01%0.03%0.05%Q4 2020Q1 20226
Midwest Wealth Management Inc. 660.18%0.28%0.41%Q4 2020Q1 20226
InterOcean Capital Group, LLC 660.06%0.47%0.96%Q2 2022Q3 20236
TriaGen Wealth Management LLC 420.11%0.22%0.40%Q4 2020Q4 20226
Virtu KCG Holdings LLC 210.01%0.02%0.05%Q4 2014Q2 20176
Sarasin & Partners LLP 660.06%0.09%0.10%Q1 2017Q2 20186
Pineno Levin & Ford Asset Management, Inc. 660.18%0.20%0.23%Q3 2020Q4 20216
CARY STREET PARTNERS ASSET MANAGEMENT LLC 660.05%0.06%0.07%Q1 2022Q2 20236
TrueWealth Advisors, LLC 660.09%0.12%0.18%Q4 2020Q1 20226
AVITY INVESTMENT MANAGEMENT INC. 660.15%0.20%0.34%Q4 2020Q1 20226
VANCE WEALTH, INC. 420.11%0.29%0.50%Q4 2021Q3 20236
Industrial Alliance Investment Management Inc. 660.00%0.14%0.47%Q2 2022Q3 20236
FURE FINANCIAL CORP 660.01%2.36%7.92%Q4 2019Q1 20216
Horst & Graben Wealth Management LLC 660.06%0.35%1.64%Q1 2020Q2 20216
WBH ADVISORY INC 330.42%0.48%0.53%Q1 2022Q3 20236
ETRADE Capital Management LLC 660.05%0.23%0.62%Q2 2019Q3 20206
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
CORDA Investment Management, LLC. 660.24%0.66%1.12%Q3 2018Q4 20196
AVIANCE CAPITAL MANAGEMENT, LLC 510.00%0.23%0.61%Q3 2015Q1 20186
TAP Consulting, LLC 669.35%17.37%27.17%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
RONALD BLUE & CO LLC 660.02%0.06%0.10%Q1 2016Q2 20176
Lebenthal Global Advisors, LLC 420.12%0.24%0.36%Q4 2020Q3 20236
Waverly Advisors, LLC 660.30%0.42%0.66%Q2 2022Q3 20236
Vectors Research Management, LLC 660.00%0.01%0.02%Q3 2019Q4 20206
Goodwin Investment Advisory 660.00%0.02%0.04%Q4 2020Q1 20226
JT Stratford LLC 660.17%0.30%0.39%Q1 2021Q2 20226
Laurel Wealth Advisors LLC 510.01%0.02%0.02%Q4 2019Q3 20236
Wealth Quarterback LLC 420.05%1.00%2.76%Q4 2019Q3 20216
John W. Brooker & Co., CPAs 660.11%0.37%0.72%Q4 2019Q1 20216
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.00%Q2 2018Q3 20236
Sequoia Financial Advisors, LLC 420.01%0.01%0.02%Q1 2022Q3 20236
Ameritas Investment Company, LLC 310.01%0.03%0.08%Q4 2018Q1 20216
High Falls Advisors, Inc 510.09%0.11%0.13%Q2 2019Q4 20206
Camarda Financial Advisors, LLC 660.02%0.33%0.86%Q2 2016Q3 20176
Beirne Wealth Consulting Services, LLC 660.20%0.30%0.39%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 660.04%0.08%0.11%Q4 2018Q1 20206
Avidian Wealth Solutions, LLC 660.04%0.10%0.19%Q3 2019Q4 20206
CreativeOne Wealth, LLC 510.02%0.02%0.06%Q1 2020Q4 20226
WJ Wealth Management, LLC 410.14%0.52%0.84%Q4 2019Q3 20235
Strategic Asset Management, LLC 552.09%2.32%2.55%Q3 2021Q3 20225
Stone House Investment Management, LLC 550.27%0.58%0.85%Q3 2018Q3 20195
MANNING & NAPIER ADVISORS LLC 320.01%0.01%0.02%Q2 2016Q3 20175
Hayden Royal, LLC 410.12%0.19%0.27%Q4 2018Q1 20205
Ruggie Capital Group 410.16%1.08%2.56%Q2 2018Q3 20195
TWO SIGMA SECURITIES, LLC 210.01%0.02%0.05%Q2 2020Q2 20225
SHINE INVESTMENT ADVISORY SERVICES INC 550.06%0.42%1.57%Q4 2018Q4 20195
Blue Granite Capital, LLC 550.14%0.30%0.61%Q4 2016Q4 20175
Claraphi Advisory Network, LLC 310.02%0.11%0.19%Q1 2019Q3 20205
YHB Investment Advisors, Inc. 550.02%0.09%0.16%Q4 2020Q4 20215
Baker Ellis Asset Management LLC 550.04%0.04%0.05%Q4 2017Q4 20185
Robertson Stephens Wealth Management, LLC 550.05%0.18%0.38%Q1 2020Q1 20215
IFG Advisory, LLC 310.04%0.42%0.78%Q4 2017Q2 20205
Royal Harbor Partners, LLC 551.89%1.99%2.13%Q2 2021Q2 20225
Arete Wealth Advisors, LLC 320.08%1.22%2.04%Q2 2019Q3 20235
HighTower Trust Company, N.A. 550.13%0.14%0.18%Q2 2019Q2 20205
BB&T INVESTMENT SERVICES, INC. 550.07%0.08%0.08%Q4 2016Q4 20175
PRINCIPAL FINANCIAL GROUP INC 210.00%0.00%0.01%Q2 2017Q1 20205
Crestone Asset Management LLC 410.31%2.66%4.01%Q3 2021Q3 20235
Howard Capital Management Inc. 550.06%0.08%0.10%Q2 2020Q2 20215
FINANCIAL MANAGEMENT NETWORK INC 550.37%1.30%1.67%Q3 2022Q3 20235
Financial Strategies Group, Inc. 550.17%0.24%0.29%Q4 2019Q4 20205
Carroll Financial Associates, Inc. 550.00%0.01%0.02%Q2 2019Q2 20205
Avestar Capital, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
MCIA Inc 550.19%3.43%6.29%Q4 2019Q4 20205
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q1 2018Q2 20205
MILLENNIUM MANAGEMENT LLC 210.00%0.01%0.01%Q3 2017Q3 20235
Beta Wealth Group, Inc. 550.65%0.76%0.87%Q4 2020Q4 20215
Cadence Bank 550.02%0.02%0.02%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.02%0.03%0.03%Q4 2021Q4 20225
Advocacy Wealth Management Services, LLC 550.01%0.15%0.46%Q1 2019Q1 20205
Independent Wealth Network Inc. 410.12%0.17%0.22%Q4 2021Q1 20235
Enstar Group LTD 3210.36%19.59%26.54%Q4 2020Q1 20225
VANGUARD GROUP INC 550.00%0.00%0.00%Q2 2018Q2 20195
Cassady Schiller Wealth Management, LLC 550.61%1.47%2.33%Q3 2022Q3 20235
AMUSSEN HUNSAKER ASSOCIATES LLC 550.09%0.27%0.42%Q4 2018Q4 20195
ALTFEST L J & CO INC 550.18%0.30%0.37%Q4 2020Q4 20215
Asset Dedication, LLC 410.00%0.00%0.00%Q2 2019Q1 20225
Hanlon Investment Management, Inc. 550.03%0.08%0.22%Q1 2019Q1 20205
Invst, LLC 550.19%0.32%0.58%Q3 2019Q3 20205
Teamwork Financial Advisors, LLC 550.05%0.11%0.19%Q2 2020Q2 20215
Lloyd Advisory Services, LLC. 550.00%0.21%0.58%Q4 2019Q4 20205
Ameliora Wealth Management Ltd. 553.72%3.94%4.10%Q3 2022Q3 20235
Aaron Wealth Advisors LLC 550.94%2.03%2.77%Q2 2022Q2 20235
Blue Sky Asset Management, LLC 550.85%4.66%9.53%Q4 2019Q4 20205
INTREPID CAPITAL MANAGEMENT INC 320.11%0.42%0.83%Q3 2020Q1 20225
Deseret Mutual Benefit Administrators 550.00%0.00%0.00%Q2 2022Q2 20235
Luken Investment Analytics, LLC 410.00%0.24%1.12%Q4 2020Q3 20235
Bryn Mawr Capital Management, LLC 550.19%0.27%0.31%Q1 2019Q1 20205
Occidental Asset Management, LLC 553.16%4.06%4.37%Q4 2018Q4 20195
CREDIT SUISSE AG/ 440.00%0.00%0.00%Q4 2014Q3 20154
Dynasty Wealth Management, LLC 440.15%0.46%0.72%Q4 2017Q3 20184
HB Wealth Management, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Brand Asset Management Group, Inc. 442.20%2.42%2.59%Q1 2022Q4 20224
ESG Planning 440.61%1.00%1.24%Q1 2022Q4 20224
MATTERN CAPITAL MANAGEMENT, LLC 440.04%0.18%0.24%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.08%0.12%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 310.00%0.02%0.07%Q2 2017Q3 20184
Professional Financial Advisors, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
NCM Capital Management, LLC 440.15%0.24%0.30%Q1 2022Q4 20224
361 CAPITAL LLC 440.10%0.27%0.56%Q3 2018Q2 20194
Pacific Center for Financial Services 440.01%0.01%0.01%Q3 2018Q2 20194
PLANNING ALTERNATIVES LTD /ADV 441.04%3.51%10.77%Q4 2022Q3 20234
BESSEMER GROUP INC 310.00%0.00%0.01%Q1 2017Q2 20234
REGATTA CAPITAL GROUP, LLC 440.11%0.11%0.11%Q4 2022Q3 20234
Corient Private Wealth LLC 440.06%0.07%0.09%Q4 2022Q3 20234
WealthStone, Inc. 440.10%0.14%0.19%Q2 2020Q1 20214
First Heartland Consultants, Inc. 220.06%0.08%0.09%Q2 2017Q3 20194
SlateStone Wealth, LLC 440.14%0.18%0.22%Q2 2019Q1 20204
Stratos Investment Management, LLC 440.42%0.55%0.68%Q1 2019Q4 20194
Capital Advisors Wealth Management, LLC 440.19%0.26%0.39%Q3 2021Q2 20224
Certified Advisory Corp 440.22%0.29%0.43%Q2 2019Q1 20204
Stratford Consulting, LLC 440.20%0.30%0.37%Q4 2018Q3 20194
Realta Investment Advisors 440.01%0.01%0.02%Q1 2019Q4 20194
Golden State Equity Partners 310.08%0.13%0.17%Q3 2021Q1 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.25%0.37%0.55%Q3 2021Q2 20224
Intelligence Driven Advisers, LLC 440.14%0.15%0.16%Q4 2020Q3 20214
Cerity Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Vontobel Holding Ltd. 440.00%0.00%0.00%Q4 2020Q3 20214
Virtu Financial LLC 210.02%0.09%0.24%Q3 2017Q3 20194
MATHER GROUP, LLC. 440.02%0.12%0.22%Q4 2019Q3 20204
Syntegra Private Wealth Group, LLC 440.12%0.14%0.18%Q4 2022Q3 20234
GREENWOOD CAPITAL ASSOCIATES LLC 440.72%0.98%1.38%Q2 2019Q1 20204
Resurgent Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Clearstead Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 440.11%0.16%0.19%Q1 2019Q4 20194
Farmers & Merchants Trust Co of Chambersburg PA 440.00%0.01%0.01%Q3 2019Q2 20204
Redwood Financial Network Corp 440.24%0.45%0.55%Q1 2022Q4 20224
Premia Global Advisors, LLC 310.07%0.14%0.25%Q4 2017Q1 20194
INVESTMENT CENTERS OF AMERICA INC 440.02%0.07%0.13%Q4 2016Q3 20174
TWIN FOCUS CAPITAL PARTNERS, LLC 440.19%0.21%0.23%Q2 2021Q1 20224
Ledge Wealth Management, Inc. 220.13%0.18%0.28%Q1 2022Q1 20234
BRADY FAMILY WEALTH, LLC 441.06%1.14%1.22%Q4 2022Q3 20234
Catalyst Capital Advisors LLC 440.01%0.01%0.01%Q1 2018Q4 20184
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q1 2021Q4 20214
Arkadios Wealth Advisors 310.00%0.00%0.00%Q4 2019Q1 20214
Smart Money Group LLC 440.13%0.74%1.43%Q4 2019Q3 20204
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Truvestments Capital LLC 440.00%0.00%0.00%Q4 2020Q3 20214
DIVIDEND ASSETS CAPITAL, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
Argentus Capital Management, LLC 440.00%0.01%0.01%Q4 2015Q3 20164
Perigon Wealth Management, LLC 210.00%0.02%0.06%Q2 2016Q4 20204
Centurion Wealth Management LLC 440.35%0.38%0.44%Q4 2022Q3 20234
Leonard Rickey Investment Advisors P.L.L.C. 440.28%0.37%0.45%Q1 2020Q4 20204
Core Wealth Advisors, Inc. 440.03%0.19%0.28%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.11%0.14%0.17%Q4 2022Q3 20234
Kiwi Wealth Investments Limited Partnership 440.98%1.69%3.02%Q4 2022Q3 20234
Waycross Investment Management Co 440.42%0.43%0.45%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 440.00%0.01%0.02%Q3 2018Q2 20194
Hudock, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
PAX Financial Group, LLC 441.17%1.77%2.84%Q4 2019Q3 20204
Altium Wealth Management LLC 440.07%0.09%0.10%Q1 2019Q4 20194
IFC Holdings Incorporated/FL 440.05%0.09%0.13%Q1 2017Q4 20174
Mosaic Family Wealth, LLC 330.01%0.03%0.05%Q3 2018Q1 20193
BARCLAYS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
SigFig Wealth Management, LLC 330.03%0.04%0.05%Q1 2020Q3 20203
Midwest Professional Planners, LTD. 330.01%0.02%0.02%Q4 2017Q2 20183
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Keystone Wealth Services, LLC 330.14%0.16%0.20%Q4 2021Q2 20223
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Financial Architects, Inc 330.00%0.01%0.01%Q4 2016Q2 20173
J.P. Morgan Private Wealth Advisors LLC 330.01%0.02%0.03%Q3 2017Q1 20183
First Command Financial Services, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
TCI Wealth Advisors, Inc. 210.05%0.10%0.13%Q1 2019Q3 20233
GoalVest Advisory LLC 330.01%0.01%0.02%Q2 2023Q4 20233
Beacon Capital Management, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Cascadia Advisory Services, LLC 210.06%0.10%0.16%Q4 2019Q3 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
CADENCE BANK NA 330.07%0.07%0.08%Q4 2021Q2 20223
Thomasville National Bank 330.40%0.43%0.47%Q1 2017Q3 20173
TCWP LLC 330.05%0.50%1.37%Q4 2021Q2 20223
Integer Wealth Advisors Group LLC 330.21%0.23%0.25%Q3 2020Q1 20213
Richard P Slaughter Associates Inc 336.63%8.81%10.56%Q2 2023Q4 20233
Kesler, Norman & Wride, LLC 330.07%0.10%0.11%Q4 2020Q2 20213
AlphaCore Capital LLC 330.22%0.26%0.28%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.01%0.04%0.06%Q4 2017Q4 20183
Ford Financial Group, LLC 210.06%0.12%0.16%Q1 2019Q2 20213
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2019Q3 20213
Veracity Capital LLC 330.14%0.18%0.25%Q1 2020Q3 20203
Capital Advantage, Inc. 330.10%0.10%0.11%Q4 2019Q2 20203
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Financial Partners Group, Inc 330.08%0.09%0.10%Q3 2020Q1 20213
LGT Financial Advisors LLC 210.33%0.44%0.60%Q4 2022Q3 20233
Richard W. Paul & Associates, LLC 330.02%0.07%0.10%Q4 2022Q2 20233
Trinity Wealth Management, LLC 334.34%6.48%8.37%Q4 2019Q2 20203
Lake Point Wealth Management 330.01%0.17%0.50%Q4 2018Q2 20193
Community Bank, N.A. 330.02%0.42%1.20%Q4 2014Q2 20153
Bogart Wealth, LLC 110.00%0.07%0.17%Q4 2016Q3 20233
Balentine LLC 330.01%0.02%0.02%Q4 2020Q2 20213
Westshore Wealth, LLC 210.14%1.80%5.09%Q4 2019Q4 20213
Tempus Wealth Planning, LLC 210.14%0.18%0.21%Q1 2021Q3 20223
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Shamrock Asset Management LLC 330.06%0.33%0.51%Q1 2019Q3 20193
SIGMA INVESTMENT COUNSELORS INC 330.03%0.09%0.16%Q3 2018Q1 20193
Pinnacle Private Wealth, LLC 330.92%1.08%1.35%Q4 2021Q2 20223
ONE Advisory Partners, LLC 210.24%1.12%1.58%Q2 2020Q3 20233
JOURNEY STRATEGIC WEALTH LLC 330.04%0.05%0.06%Q4 2021Q2 20223
New Capital Management LP 210.10%0.11%0.14%Q4 2022Q3 20233
WealthPlan Investment Management, LLC 210.15%0.15%0.16%Q1 2022Q4 20223
Parisi Gray Wealth Management 210.04%0.06%0.07%Q4 2018Q2 20213
Flagship Private Wealth, LLC 330.12%0.14%0.15%Q4 2020Q2 20213
Vestmark Advisory Solutions, Inc. 330.06%0.09%0.12%Q1 2019Q3 20193
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2020Q1 20233
C M BIDWELL & ASSOCIATES LTD 330.04%0.07%0.13%Q4 2017Q2 20183
CPWM, LLC 330.08%0.08%0.09%Q2 2021Q4 20213
MorganRosel Wealth Management, LLC 330.25%0.48%0.63%Q2 2019Q4 20193
Waterloo Capital, L.P. 330.08%0.13%0.18%Q1 2023Q3 20233
Meridian Financial Partners LLC 330.31%0.90%1.37%Q3 2020Q1 20213
TRUE Private Wealth Advisors 330.08%0.16%0.28%Q1 2020Q3 20203
Strengthening Families & Communities, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
HOWE & RUSLING INC 110.00%0.04%0.10%Q2 2017Q2 20223
Fountainhead AM, LLC 330.22%0.28%0.38%Q4 2020Q2 20213
SAGE FINANCIAL GROUP INC 330.09%0.32%0.75%Q4 2018Q2 20193
Davidson Capital Management Inc. 330.37%0.44%0.54%Q1 2023Q3 20233
HRT FINANCIAL LP 110.01%0.01%0.02%Q2 2019Q3 20233
Spectrum Financial Alliance Ltd LLC 330.03%0.04%0.07%Q2 2018Q4 20183
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
IEQ CAPITAL, LLC 330.04%0.04%0.05%Q4 2019Q2 20203
Glass Jacobson Investment Advisors llc 210.02%0.03%0.04%Q4 2022Q3 20233
STEPHENS INC /AR/ 330.01%0.01%0.01%Q2 2019Q4 20193
FIRST AMERICAN TRUST, FSB 330.03%0.04%0.05%Q3 2022Q1 20233
STEEL GROVE CAPITAL ADVISORS, LLC 330.04%0.08%0.13%Q1 2023Q3 20233
VALLEY FINANCIAL MANAGEMENT, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.03%0.04%0.06%Q4 2022Q2 20233
Allspring Global Investments Holdings, LLC 330.02%0.02%0.03%Q4 2021Q2 20223
First Command Bank 330.00%0.00%0.00%Q4 2022Q2 20233
Mascoma Wealth Management LLC 210.07%1.02%2.92%Q3 2017Q4 20183
RATIONAL ADVISORS LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Guidance Point Advisors, LLC 210.06%0.11%0.16%Q3 2020Q3 20213
TRANSCEND CAPITAL ADVISORS, LLC 330.03%0.10%0.18%Q3 2020Q1 20213
Renaissance Technologies 330.04%0.06%0.08%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
WestHill Financial Advisors, Inc. 330.06%0.06%0.06%Q1 2023Q3 20233
Capital CS Group, LLC 220.39%0.40%0.42%Q3 2022Q4 20222
NOMURA ASSET MANAGEMENT CO LTD 220.01%0.01%0.01%Q2 2023Q3 20232
BROWN ADVISORY INC 220.00%0.00%0.00%Q1 2023Q2 20232
Stamos Capital Partners, L.P. 222.62%3.14%3.66%Q2 2019Q3 20192
Sloy Dahl & Holst, LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Spectrum Management Group, LLC 110.00%0.05%0.11%Q3 2019Q1 20202
Gradient Investments LLC 110.00%0.00%0.00%Q1 2018Q2 20222
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
CONNING INC. 220.32%0.34%0.36%Q3 2021Q4 20212
Dana Investment Advisors, Inc. 220.01%0.01%0.01%Q1 2015Q2 20152
Legacy Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q1 2021Q2 20212
GUIDANCE CAPITAL, INC 220.73%0.76%0.78%Q2 2023Q3 20232
RIA Advisory Group LLC 220.10%0.11%0.13%Q4 2022Q1 20232
Mount Yale Investment Advisors, LLC 110.05%0.06%0.06%Q1 2020Q3 20202
Jacobi Capital Management LLC 110.00%0.00%0.01%Q4 2019Q2 20202
Tuttle Capital Management, LLC 220.46%8.16%15.86%Q4 2015Q1 20162
Strategic Blueprint, LLC 110.00%0.04%0.09%Q2 2020Q2 20212
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2022Q4 20222
TimeScale Financial, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
TRUST CO OF VERMONT 220.00%0.00%0.00%Q4 2019Q1 20202
CAPITAL ONE FINANCIAL CORP 220.04%0.08%0.11%Q1 2020Q2 20202
CX Institutional 220.03%0.04%0.06%Q2 2022Q3 20222
Virtue Capital Management, LLC 110.07%0.31%0.56%Q4 2017Q4 20182
Golden State Wealth Management, LLC 110.03%0.07%0.11%Q1 2020Q3 20202
MUFG Americas Holdings Corp 110.00%0.01%0.02%Q4 2016Q2 20202
Willingdon Wealth Management 220.47%0.77%1.08%Q4 2019Q1 20202
CMC Financial Group 220.39%0.98%1.56%Q4 2019Q1 20202
Crescent Capital Consulting, LLC 220.47%0.48%0.49%Q3 2021Q4 20212
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2017Q3 20202
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Advisor Resource Council 110.04%0.18%0.33%Q2 2021Q1 20232
ALESCO ADVISORS LLC 220.04%0.06%0.08%Q2 2015Q3 20152
Titan Capital Management, LLC /TX 220.72%0.74%0.77%Q4 2018Q1 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.01%Q1 2015Q2 20152
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q4 2014Q1 20152
Regal Investment Advisors LLC 110.00%0.02%0.05%Q3 2015Q2 20202
TRUEWEALTH LLC 220.03%0.04%0.04%Q1 2020Q2 20202
First Citizens Financial Corp 110.71%0.72%0.73%Q4 2021Q3 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.19%0.21%0.24%Q4 2021Q1 20222
UNITED SERVICES AUTOMOBILE ASSOCIATION 222.14%2.58%3.03%Q4 2022Q1 20232
Parkside Financial Bank & Trust 110.00%0.01%0.01%Q1 2019Q4 20222
Great Lakes Retirement, Inc. 221.10%3.16%5.22%Q4 2019Q1 20202
NWAM LLC 110.03%0.09%0.14%Q2 2020Q4 20202
Austin Private Wealth, LLC 220.31%0.39%0.47%Q4 2019Q1 20202
Congress Park Capital LLC 220.10%0.11%0.11%Q3 2021Q4 20212
Compagnie Lombard Odier SCmA 220.01%0.01%0.01%Q1 2017Q2 20172
Capital Advisory Group Advisory Services, LLC 110.17%0.19%0.20%Q1 2023Q3 20232
Leelyn Smith, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q1 2023Q2 20232
Auour Investments LLC 222.03%2.15%2.27%Q2 2023Q3 20232
Fluent Financial, LLC 221.11%1.13%1.14%Q2 2018Q3 20182
Visionary Asset Management, Inc. 220.07%0.51%0.94%Q3 2018Q4 20182
Westside Investment Management, Inc. 220.38%0.42%0.46%Q2 2023Q3 20232
DT Investment Partners, LLC 220.07%0.08%0.08%Q1 2022Q2 20222
EDGE ASSET MANAGEMENT, INC 220.02%0.03%0.04%Q4 2016Q1 20172
Centennial Wealth Advisory LLC 220.52%0.66%0.81%Q4 2020Q1 20212
NVWM, LLC 110.01%0.01%0.01%Q4 2018Q3 20222
CALTON & ASSOCIATES, INC. 110.01%0.13%0.25%Q4 2017Q4 20202
Gryphon Financial Partners LLC 110.02%0.40%0.78%Q4 2018Q4 20212
Merit Financial Group, LLC 110.04%0.04%0.04%Q4 2017Q3 20192
Global Wealth Management Investment Advisory, Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
RETIREMENT CAPITAL STRATEGIES 220.10%5.02%9.93%Q3 2022Q4 20222
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Wealth Advisors of Iowa, LLC 220.13%0.14%0.14%Q4 2020Q1 20212
tru Independence LLC 110.01%0.05%0.09%Q2 2020Q4 20202
VIVID FINANCIAL MANAGEMENT, INC. 222.82%3.21%3.60%Q4 2019Q1 20202
Cordasco Financial Network 220.01%0.01%0.01%Q4 2018Q1 20192
StrongBox Wealth, LLC 220.23%0.73%1.24%Q1 2020Q2 20202
Foundations Investment Advisors, LLC 220.02%0.07%0.12%Q2 2020Q3 20202
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MinichMacGregor Wealth Management, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
OLD NATIONAL BANCORP /IN/ 220.52%0.52%0.53%Q4 2017Q1 20182
Pasadena Private Wealth, LLC 223.95%4.26%4.57%Q4 2018Q1 20192
Stellar Capital Management, LLC 220.14%0.17%0.20%Q3 2018Q4 20182
Covenant Multifamily Offices, LLC 110.06%0.13%0.20%Q2 2015Q1 20192
PINNACLE FINANCIAL PARTNERS INC 220.00%0.00%0.00%Q1 2018Q2 20182
NORTHSTAR INVESTMENT ADVISORS LLC 220.05%0.05%0.05%Q3 2016Q4 20162
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BLACKROCK ADVISORS LLC 220.12%0.14%0.15%Q3 2016Q4 20162
NATIONAL PLANNING CORP 110.00%0.10%0.21%Q4 2014Q4 20172
Laurel Wealth Advisors, Inc. 220.04%0.04%0.05%Q2 2019Q3 20192
Avantax Planning Partners, Inc. 220.01%0.02%0.02%Q4 2017Q1 20182
Beacon Financial Advisory LLC 220.20%0.26%0.31%Q4 2019Q1 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ACCURATE INVESTMENT SOLUTIONS, INC. 220.06%0.14%0.21%Q4 2019Q1 20202
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2017Q1 20182
Waldron Private Wealth LLC 220.22%0.28%0.34%Q3 2015Q4 20152
Mine & Arao Wealth Creation & Management, LLC. 220.03%0.03%0.04%Q2 2023Q3 20232
Csenge Advisory Group 110.05%0.18%0.31%Q4 2018Q4 20222
Pettinga Financial Advisors LLC 220.29%0.30%0.31%Q2 2019Q3 20192
Foresight Wealth Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Family Management Corp 220.15%0.15%0.15%Q4 2018Q1 20192
Bell Rock Capital LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PRW Wealth Management LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Vanguard Personalized Indexing Management, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Signify Wealth 1122.56%22.56%22.56%Q2 2022Q2 20221
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Menard Financial Group LLC 110.90%0.90%0.90%Q4 2019Q4 20191
Manifold Partners, LLC 118.06%8.06%8.06%Q4 2017Q4 20171
Prime Capital Investment Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Headlands Technologies LLC 110.02%0.02%0.02%Q4 2022Q4 20221
WJ Interests, LLC 111.97%1.97%1.97%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RiverGlades Family Offices LLC 112.88%2.88%2.88%Q4 2018Q4 20181
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
R. W. Roge & Company, Inc. 110.98%0.98%0.98%Q4 2019Q4 20191
GRIES FINANCIAL LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Barber Financial Group, Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
ORSER CAPITAL MANAGEMENT, LLC 112.14%2.14%2.14%Q1 2022Q1 20221
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Visionary Wealth Advisors 110.11%0.11%0.11%Q2 2020Q2 20201
COOPER/HAIMS ADVISORS, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Questar Asset Management, Inc. 114.55%4.55%4.55%Q4 2018Q4 20181
F3Logic, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
SILVER OAK SECURITIES, INCORPORATED 110.08%0.08%0.08%Q2 2022Q2 20221
WealthOne, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Paradigm Financial Partners, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2020Q2 20201
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q2 2021Q2 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Legacy Capital Group California, Inc. 110.42%0.42%0.42%Q3 2023Q3 20231
REDW Wealth LLC 110.56%0.56%0.56%Q1 2017Q1 20171
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q4 2020Q4 20201
TL Private Wealth 110.22%0.22%0.22%Q4 2019Q4 20191
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
DRAVO BAY LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Wealthgate Family Office, LLC 110.77%0.77%0.77%Q3 2021Q3 20211
REGENTATLANTIC CAPITAL LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Cresta Advisors, Ltd. 113.14%3.14%3.14%Q3 2022Q3 20221
Farmers National Bank 110.01%0.01%0.01%Q4 2017Q4 20171
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1111.30%11.30%11.30%Q1 2020Q1 20201
Apriem Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Indiana Trust & Investment Management CO 110.07%0.07%0.07%Q3 2023Q3 20231
MEMBERS CAPITAL ADVISORS INC 115.12%5.12%5.12%Q4 2021Q4 20211
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Barry Investment Advisors, LLC 110.17%0.17%0.17%Q3 2017Q3 20171
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2021Q1 20211
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Archer Investment Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Continuum Advisory, LLC 110.66%0.66%0.66%Q1 2018Q1 20181
Cambria Investment Management, L.P. 110.01%0.01%0.01%Q1 2019Q1 20191
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cassia Capital Partners, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
Bay Rivers Group 113.20%3.20%3.20%Q4 2019Q4 20191
Evanson Asset Management, LLC 110.69%0.69%0.69%Q1 2020Q1 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2020Q3 20201
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 112.46%2.46%2.46%Q3 2015Q3 20151
MYCIO WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2019Q3 20191
CORBETT ROAD CAPITAL MANAGEMENT, LLC 112.25%2.25%2.25%Q4 2019Q4 20191
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.06%0.06%0.06%Q3 2018Q3 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Richard Bernstein Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CAPITAL ONE, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2019Q4 20191
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2021Q2 20211
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
MADRONA FUNDS, LLC 110.33%0.33%0.33%Q3 2019Q3 20191
Syntal Capital Partners, LLC 110.25%0.25%0.25%Q4 2017Q4 20171
Tri-Star Advisors Inc. 111.91%1.91%1.91%Q2 2020Q2 20201
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Horan Securities, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Quadrant Private Wealth Management, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Stonebridge Financial Planning Group, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
NEXT Financial Holdings 112.83%2.83%2.83%Q1 2019Q1 20191
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Connectus Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DRW Securities, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Future Financial Wealth Managment LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Wescott Financial Advisory Group, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Avalon Investment & Advisory 110.01%0.01%0.01%Q4 2019Q4 20191
Permit Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Planning Solutions Group LLC 111.18%1.18%1.18%Q4 2018Q4 20181
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Tyler-Stone Wealth Management 110.02%0.02%0.02%Q3 2022Q3 20221
Requisite Energy Fund I LP 112.63%2.63%2.63%Q4 2018Q4 20181
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q1 2017Q1 20171
Athanor Capital, LP 110.73%0.73%0.73%Q1 2020Q1 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Birchcreek Wealth Management, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Leonetti & Associates, LLC 111.73%1.73%1.73%Q4 2018Q4 20181
Boulder Wealth Advisors, LLC 117.38%7.38%7.38%Q4 2022Q4 20221
Edgemoor Investment Advisors, Inc. 110.13%0.13%0.13%Q4 2018Q4 20181
Marcum Wealth, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Cohanzick Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Leicht Financial Planning & Wealth Management, Inc. 111.17%1.17%1.17%Q4 2019Q4 20191
EverSource Wealth Advisors, LLC 111.25%1.25%1.25%Q3 2022Q3 20221
Surevest, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Essex Savings Bank 110.06%0.06%0.06%Q4 2018Q4 20181
First City Capital Management, Inc. 110.05%0.05%0.05%Q4 2014Q4 20141
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.01%0.01%0.01%Q1 2014Q1 20141
FormulaFolio Investments, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Stanley-Laman Group, Ltd. 110.09%0.09%0.09%Q3 2019Q3 20191
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2018Q1 20181
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RIVERSEDGE ADVISORS, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Northstar Advisory Group, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
Financial Sense Advisors, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q4 2014Q4 20141
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HC Advisors, LLC 111.56%1.56%1.56%Q1 2020Q1 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WIN ADVISORS, INC 110.74%0.74%0.74%Q3 2023Q3 20231
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 115.41%5.41%5.41%Q3 2018Q3 20181
BluePath Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2018Q4 20181
SMITH SHELLNUT WILSON LLC /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
Onyx Bridge Wealth Group LLC 110.28%0.28%0.28%Q3 2022Q3 20221
Ironsides Asset Advisors, LLC 110.15%0.15%0.15%Q3 2015Q3 20151
Sanctuary Wealth Management, L.L.C. 110.01%0.01%0.01%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.37%0.37%0.37%Q2 2021Q2 20211
Crow Point Partners, LLC 110.22%0.22%0.22%Q4 2016Q4 20161
B. Riley Wealth Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Dougherty Wealth Advisers LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Altus Wealth Group LLC 110.23%0.23%0.23%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
Stadion Money Management, LLC 111.82%1.82%1.82%Q2 2016Q2 20161
Capital Market Strategies LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Kingfisher Capital LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Ceros Financial Services Inc. 110.26%0.26%0.26%Q1 2019Q1 20191
WFA of San Diego, LLC 110.46%0.46%0.46%Q2 2020Q2 20201
Titus Wealth Management 110.12%0.12%0.12%Q4 2020Q4 20201
Advisor OS, LLC 111.23%1.23%1.23%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2023Q1 20231
PRIVATE CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RNC CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SHELTON WEALTH MANAGEMENT, LLC 110.59%0.59%0.59%Q4 2022Q4 20221
KerberRose Wealth Management, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Litman Gregory Wealth Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Family Asset Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
LSV ASSET MANAGEMENT 110.00%0.00%0.00%Q4 2016Q4 20161
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Wealthquest Corp 110.07%0.07%0.07%Q3 2019Q3 20191
WADDELL & ASSOCIATES, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Point View Wealth Management, Inc. 110.10%0.10%0.10%Q4 2017Q4 20171
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Parcion Private Wealth LLC 110.02%0.02%0.02%Q1 2023Q1 20231
External links

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