ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1910.00%0.00%0.01%Q3 2014Q3 202351
ROYAL BANK OF CANADA 41410.00%0.02%0.06%Q3 2013Q3 202341
HighTower Advisors, LLC 39390.00%0.09%0.29%Q1 2014Q3 202341
MORGAN STANLEY 40400.00%0.05%0.10%Q4 2013Q3 202340
BOK Financial Private Wealth, Inc. 40401.80%9.18%17.79%Q4 2013Q3 202340
LPL Financial LLC 3820.00%0.54%1.72%Q3 2013Q3 202340
Citadel Advisors 1210.00%0.00%0.00%Q4 2014Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.10%0.30%Q4 2013Q3 202340
KCM INVESTMENT ADVISORS LLC 40400.04%0.06%0.08%Q4 2013Q3 202340
BANK OF AMERICA CORP /DE/ 40400.00%0.08%0.21%Q4 2013Q3 202340
CITIGROUP INC 39390.00%0.00%0.00%Q1 2014Q3 202339
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3630.07%1.22%3.75%Q4 2013Q3 202339
US BANCORP \DE\ 39390.00%0.08%0.14%Q1 2014Q3 202339
Brinker Capital Investments, LLC 38380.04%2.08%6.01%Q3 2013Q4 202238
Capital Advisors, Ltd. LLC 38380.06%1.21%2.44%Q2 2014Q3 202338
D.A. DAVIDSON & CO. 37370.00%0.53%0.67%Q3 2014Q3 202337
UBS Group AG 36360.00%0.09%0.19%Q4 2014Q3 202337
STIFEL FINANCIAL CORP 37370.01%0.06%0.26%Q3 2014Q3 202337
FOSTER DYKEMA CABOT & CO INC/MA 36360.04%2.06%4.18%Q4 2014Q3 202336
Argent Trust Co 36360.05%0.15%0.45%Q4 2014Q3 202336
Stonehearth Capital Management, LLC 36366.44%9.69%12.79%Q1 2015Q4 202336
J.P. Morgan Private Wealth Advisors LLC 36360.04%0.11%0.33%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 3320.00%0.39%2.06%Q2 2014Q3 202335
ARGI Investment Services, LLC 35350.06%3.49%5.71%Q2 2014Q4 202235
TD Capital Management LLC 34340.06%3.89%6.06%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.11%1.60%7.46%Q2 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 33330.01%0.12%0.32%Q3 2015Q3 202333
WELLS FARGO & COMPANY/MN 33330.00%0.09%0.37%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 2850.00%0.13%0.78%Q1 2014Q3 202333
Montecito Bank & Trust 33330.49%1.50%4.78%Q4 2015Q4 202333
Well Done, LLC 32320.10%5.88%9.88%Q4 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.07%0.19%Q4 2014Q3 202332
Bank of New York Mellon Corp 22100.00%0.01%0.06%Q2 2015Q3 202332
Baker Avenue Asset Management, LP 32321.18%1.85%2.82%Q4 2015Q3 202332
B. Riley Wealth Advisors, Inc. 32320.04%0.29%0.79%Q4 2015Q3 202332
IFP Advisors, Inc 17140.02%0.18%1.07%Q4 2015Q3 202331
CABOT WEALTH MANAGEMENT INC 31310.10%0.40%1.06%Q1 2016Q3 202331
Advisory Services Network, LLC 2740.01%0.06%0.17%Q4 2015Q3 202331
BROWN ADVISORY INC 31310.00%0.00%0.01%Q1 2016Q3 202331
ACG Wealth 31310.14%0.19%0.22%Q1 2015Q3 202231
Geneos Wealth Management Inc. 31310.10%0.26%0.53%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.00%0.42%1.38%Q1 2016Q3 202331
Private Advisor Group, LLC 30300.00%0.14%0.40%Q2 2016Q3 202331
Cutler Group LLC / CA 15150.00%0.01%0.12%Q1 2020Q3 202331
Capital Asset Advisory Services LLC 18130.03%0.58%1.54%Q4 2015Q3 202331
JPMORGAN CHASE & CO 31310.00%0.01%0.08%Q1 2016Q3 202331
Tanglewood Wealth Management, Inc. 31312.42%6.59%13.56%Q1 2016Q3 202331
BALDWIN BROTHERS LLC/MA 30300.00%0.02%0.02%Q3 2016Q4 202330
Venturi Wealth Management, LLC 2730.03%0.60%1.34%Q1 2016Q3 202330
Creative Planning 2280.00%0.00%0.01%Q3 2015Q3 202330
GLENMEDE TRUST CO NA 20100.00%0.02%0.12%Q4 2015Q3 202330
First Financial Bank - Trust Division 30300.10%1.44%2.71%Q3 2016Q4 202330
BlackRock Inc. 30300.00%0.01%0.03%Q2 2016Q3 202330
Diversified Trust Co 30300.02%2.00%4.73%Q3 2016Q4 202330
Atria Investments, Inc 2730.02%0.27%1.48%Q1 2016Q3 202330
FOUNDERS FINANCIAL SECURITIES LLC 18120.06%2.56%7.93%Q1 2016Q3 202330
GOLDMAN SACHS GROUP INC 2510.00%0.00%0.02%Q4 2014Q3 202329
FMR LLC 2810.00%0.08%0.17%Q4 2015Q3 202329
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.02%Q2 2016Q3 202329
Symmetry Partners, LLC 29290.56%1.20%2.21%Q4 2016Q4 202329
Janney Montgomery Scott LLC 29290.01%0.23%0.79%Q3 2016Q3 202329
Financial Enhancement Group LLC 29290.13%0.21%0.79%Q3 2016Q3 202329
WEDBUSH SECURITIES INC 29290.03%0.11%0.28%Q3 2016Q3 202329
FLAGSHIP HARBOR ADVISORS, LLC 28280.11%0.24%0.62%Q4 2016Q3 202328
Avidian Wealth Solutions, LLC 28280.27%4.59%10.53%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.64%2.93%Q4 2016Q3 202328
Horizon Investments, LLC 18100.22%4.09%11.13%Q1 2016Q3 202328
Boston Trust Walden Corp 28280.00%0.01%0.01%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.05%0.10%Q4 2016Q3 202328
JOHNSON INVESTMENT COUNSEL INC 28280.01%0.46%0.75%Q4 2016Q3 202328
Wharton Business Group, LLC 27274.20%8.94%15.15%Q1 2017Q3 202327
UNITED SERVICES AUTOMOBILE ASSOCIATION 27270.07%0.59%2.21%Q3 2014Q1 202127
NEXT Financial Group, Inc 2250.02%0.09%0.20%Q3 2014Q4 202127
Wall Capital Group, Inc. 27270.02%1.09%2.43%Q1 2017Q3 202327
Migdal Insurance & Financial Holdings Ltd. 27270.00%0.04%0.10%Q1 2017Q3 202327
GW HENSSLER & ASSOCIATES LTD 27270.19%0.56%1.09%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.02%0.33%1.02%Q4 2016Q3 202327
Orgel Wealth Management, LLC 27270.09%1.66%4.73%Q1 2017Q3 202327
PROVIDA PENSION FUND ADMINISTRATOR 1430.00%0.34%1.63%Q1 2016Q4 202226
PITTENGER & ANDERSON INC 16100.00%0.03%0.10%Q3 2016Q3 202326
JANE STREET GROUP, LLC 710.00%0.01%0.05%Q2 2014Q2 202326
Geneva Partners, LLC 2510.24%1.83%5.05%Q2 2016Q3 202326
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.13%0.36%Q1 2019Q3 202326
WOODMONT INVESTMENT COUNSEL LLC 26260.40%0.71%1.00%Q2 2017Q3 202326
Fortis Advisors, LLC 26260.06%2.43%7.32%Q2 2017Q3 202326
Baird Financial Group, Inc. 26260.02%0.04%0.07%Q2 2017Q3 202326
FIFTH THIRD BANCORP 26260.00%0.14%0.41%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.46%1.62%Q2 2017Q3 202326
Horan Securities, Inc. 1160.00%0.14%0.46%Q1 2017Q3 202325
OPPENHEIMER & CO INC 25250.01%0.02%0.06%Q3 2017Q3 202325
FDx Advisors, Inc. 1960.01%0.37%1.46%Q2 2017Q3 202325
CWM, LLC 1780.00%1.67%4.70%Q2 2017Q3 202325
HUNTINGTON NATIONAL BANK 12120.00%0.00%0.01%Q3 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.35%0.74%1.14%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.12%0.34%0.53%Q4 2017Q3 202324
Smart Money Group LLC 24240.26%2.49%6.24%Q4 2017Q3 202324
Trilogy Capital Inc. 24242.51%5.31%9.45%Q4 2017Q3 202324
Jacobi Capital Management LLC 24240.00%0.02%0.05%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.08%0.23%0.60%Q4 2017Q3 202324
Valeo Financial Advisors, LLC 24240.00%0.02%0.03%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 810.00%0.04%0.19%Q4 2015Q3 202324
Paulson Wealth Management Inc. 24240.20%0.52%1.45%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.06%0.21%0.36%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24241.08%1.91%2.40%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.25%2.87%6.87%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 2310.00%0.00%0.01%Q4 2015Q3 202324
NORTHERN TRUST CORP 1450.00%0.00%0.00%Q4 2015Q3 202324
AdvisorNet Financial, Inc 24240.00%0.28%0.68%Q4 2017Q3 202324
Mariner, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
Ausdal Financial Partners, Inc. 24240.13%0.43%1.20%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 24240.00%0.22%0.40%Q4 2017Q3 202324
Vontobel Swiss Wealth Advisors AG 24240.20%2.10%4.27%Q3 2015Q2 202124
Fernwood Investment Management, LLC 23230.20%0.31%0.39%Q1 2018Q3 202323
Jackson, Grant Investment Advisers, Inc. 23230.01%0.08%0.15%Q1 2018Q3 202323
Csenge Advisory Group 1420.07%0.47%0.91%Q3 2017Q3 202323
Allworth Financial LP 23230.18%3.64%8.06%Q1 2018Q3 202323
SYNOVUS FINANCIAL CORP 23230.00%0.34%0.70%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
TRUIST FINANCIAL CORP 23230.01%0.02%0.05%Q1 2018Q3 202323
MARINO, STRAM & ASSOCIATES LLC 1490.54%0.67%0.77%Q4 2017Q3 202323
EATON VANCE MANAGEMENT 23230.00%0.00%0.00%Q1 2017Q3 202223
MASSMUTUAL TRUST CO FSB/ADV 23230.00%0.00%0.01%Q2 2018Q4 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 2210.00%0.11%0.61%Q4 2013Q4 201923
Formidable Asset Management, LLC 1490.15%1.02%3.43%Q4 2017Q3 202323
Wealthcare Advisory Partners LLC 13100.00%0.13%0.46%Q4 2017Q3 202323
PRUDENTIAL PLC 23230.00%0.03%0.31%Q1 2018Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.14%0.35%Q2 2016Q4 202123
Ackerman Capital Advisors, LLC 2010.07%2.20%7.93%Q2 2017Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.03%0.21%0.63%Q1 2018Q3 202323
COMERICA BANK 2110.00%0.01%0.04%Q2 2017Q3 202323
Merriman Wealth Management, LLC 1520.06%4.38%11.78%Q4 2016Q3 202322
WESBANCO BANK INC 11110.03%0.09%0.19%Q1 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 2110.00%0.23%0.81%Q4 2017Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.01%0.06%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 1810.00%0.00%0.00%Q4 2014Q3 202322
Sunbelt Securities, Inc. 1480.05%0.45%1.32%Q3 2015Q3 202322
LINCOLN CAPITAL CORP 22221.85%4.85%6.93%Q2 2018Q3 202322
ALTFEST L J & CO INC 22220.09%0.45%3.95%Q2 2018Q3 202322
DAIDO LIFE INSURANCE CO 22220.44%1.26%1.80%Q1 2018Q2 202322
BAINCO INTERNATIONAL INVESTORS 22221.22%1.69%2.42%Q3 2015Q4 202022
ASSETMARK, INC 1810.00%0.01%0.03%Q1 2016Q3 202322
Steward Partners Investment Advisory, LLC 22220.02%0.47%0.68%Q2 2018Q3 202322
BRIDGES INVESTMENT MANAGEMENT INC 22220.17%0.19%0.22%Q2 2018Q3 202322
Buckingham Capital Management, Inc. 22220.04%0.62%0.82%Q2 2018Q3 202322
Clearwater Capital Advisors, LLC 21210.04%0.16%0.43%Q3 2018Q3 202321
KEYBANK NATIONAL ASSOCIATION/OH 21210.04%1.92%2.46%Q3 2018Q3 202321
Cetera Advisor Networks LLC 21210.01%0.18%0.42%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.73%2.20%Q3 2018Q3 202321
FLPUTNAM INVESTMENT MANAGEMENT CO 920.01%0.07%0.18%Q3 2015Q3 202321
Sigma Planning Corp 21210.02%0.10%0.28%Q3 2018Q3 202321
Tillar-Wenstrup Advisors, LLC 21211.48%7.15%11.02%Q4 2017Q4 202221
PFS INVESTMENTS INC. 21210.26%2.47%6.49%Q2 2018Q2 202321
SG Americas Securities, LLC 1010.00%0.02%0.10%Q3 2014Q3 202121
STEPHENS INC /AR/ 21210.02%0.12%0.21%Q3 2018Q3 202321
First Personal Financial Services 21210.02%0.02%0.02%Q3 2018Q3 202321
Dakota Wealth Management 21210.06%0.62%1.15%Q3 2018Q3 202321
Capital Investment Advisory Services, LLC 21211.68%3.51%7.25%Q3 2018Q3 202321
Almanack Investment Partners, LLC. 1520.15%1.52%4.10%Q1 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 21210.07%1.66%5.32%Q3 2018Q3 202321
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.01%Q4 2018Q3 202320
ERn Financial, LLC 20201.38%4.30%8.83%Q4 2018Q3 202320
SIGNATUREFD, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Shepherd Financial Partners LLC 20200.17%1.66%4.80%Q4 2018Q3 202320
JFS WEALTH ADVISORS, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
PFG Advisors 20200.26%0.47%0.97%Q4 2018Q3 202320
WADDELL & ASSOCIATES, LLC 20200.06%6.66%14.36%Q4 2018Q3 202320
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20200.51%1.93%3.10%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.36%1.04%2.08%Q4 2018Q3 202320
RVW Wealth, LLC 20201.52%3.68%4.37%Q1 2019Q4 202320
American Portfolios Advisors 20200.03%0.14%0.38%Q4 2017Q3 202220
Day & Ennis, LLC 20202.77%3.61%5.37%Q4 2018Q3 202320
Continuum Advisory, LLC 20200.07%0.22%0.41%Q4 2018Q3 202320
BUCKINGHAM STRATEGIC WEALTH, LLC 20200.01%0.06%0.18%Q4 2018Q3 202320
Garrett Wealth Advisory Group, LLC 20204.67%10.16%15.35%Q4 2018Q3 202320
MACROVIEW INVESTMENT MANAGEMENT LLC 20201.65%2.96%3.98%Q4 2018Q3 202320
CLEAR INVESTMENT RESEARCH, LLC 20200.10%0.43%0.60%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.03%0.42%1.32%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.56%7.00%12.22%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 20200.01%0.10%0.42%Q4 2015Q3 202020
RFG Advisory, LLC 1910.05%0.24%0.88%Q4 2015Q3 202320
Stewardship Financial Advisors, LLC 20202.38%8.94%17.55%Q2 2016Q1 202120
Cedar Brook Financial Partners, LLC 20200.06%0.29%0.78%Q4 2018Q3 202320
WealthShield Partners, LLC 20200.01%0.50%1.68%Q4 2018Q3 202320
Jordan Park Group LLC 20200.12%7.60%19.35%Q4 2018Q3 202320
Jefferies Group LLC 19190.00%0.00%0.01%Q2 2017Q4 202119
Summit X, LLC 19190.08%1.10%3.62%Q1 2019Q3 202319
Inscription Capital, LLC 1091.39%3.60%7.23%Q4 2018Q3 202319
Raab & Moskowitz Asset Management LLC 19190.21%0.29%0.40%Q1 2019Q3 202319
Dorsey & Whitney Trust CO LLC 19190.04%0.23%0.38%Q1 2019Q3 202319
Clark Capital Management Group, Inc. 1410.05%0.25%1.07%Q1 2016Q3 202319
WealthPLAN Partners, LLC 810.00%0.07%0.24%Q2 2016Q4 202319
M&T BANK CORP 1540.45%1.25%1.90%Q4 2018Q3 202319
Donoghue Forlines LLC 19190.03%2.06%6.22%Q3 2018Q1 202319
Perigon Wealth Management, LLC 1810.05%0.15%0.56%Q3 2011Q3 202319
Keel Point, LLC 1010.02%0.43%1.46%Q4 2017Q3 202319
Private Portfolio Partners LLC 19190.12%0.18%0.58%Q1 2019Q3 202319
V Wealth Advisors LLC 940.02%0.25%1.02%Q1 2016Q2 202319
Arden Trust Co 19190.24%0.79%2.59%Q2 2019Q4 202319
Richard Bernstein Advisors LLC 19190.34%7.03%13.40%Q1 2019Q3 202319
Pinnacle Wealth Management Advisory Group, LLC 19191.30%3.16%3.92%Q1 2019Q3 202319
HOWE & RUSLING INC 1710.00%0.11%0.86%Q3 2016Q3 202319
SIGNET FINANCIAL MANAGEMENT, LLC 1630.03%0.20%0.66%Q1 2018Q1 202319
SRS Capital Advisors, Inc. 1020.01%0.01%0.01%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Kovack Advisors, Inc. 1720.04%0.14%0.21%Q3 2018Q3 202319
EXENCIAL WEALTH ADVISORS, LLC 1180.06%0.09%0.14%Q4 2018Q3 202319
AE Wealth Management LLC 19190.10%0.37%0.79%Q1 2019Q3 202319
Cornerstone Wealth Management, LLC 1630.03%0.18%0.48%Q4 2018Q3 202319
CNB Bank 19190.04%0.07%0.08%Q1 2019Q3 202319
Weaver Consulting Group 19192.52%7.42%10.59%Q1 2019Q3 202319
Financial Insights, Inc. 1810.74%1.13%1.81%Q4 2018Q3 202319
PARK AVENUE SECURITIES LLC 1630.02%1.38%7.35%Q1 2018Q3 202319
Simplicity Solutions, LLC 1110.02%0.21%0.71%Q4 2015Q3 202319
PARSONS CAPITAL MANAGEMENT INC/RI 1810.02%0.03%0.06%Q3 2018Q3 202319
PALLADIUM PARTNERS LLC 19190.64%1.01%2.01%Q3 2017Q1 202219
PINNACLE ASSOCIATES LTD 19190.27%0.68%0.93%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19191.33%2.78%4.28%Q1 2019Q3 202319
Cetera Advisors LLC 19190.01%0.17%0.60%Q1 2019Q3 202319
Allen Capital Group, LLC 1630.14%0.35%0.88%Q4 2018Q3 202319
Schoolcraft Capital LLC 191913.68%14.88%16.58%Q1 2019Q3 202319
BECK CAPITAL MANAGEMENT, LLC 18180.23%0.47%1.54%Q2 2019Q3 202318
JNBA Financial Advisors 18180.00%0.01%0.02%Q2 2019Q3 202318
AGILIS PARTNERS LLC 1350.14%2.09%7.83%Q4 2017Q3 202318
Aries Wealth Management 1260.25%0.85%1.23%Q1 2019Q3 202318
Financial Partners Group, Inc 1350.08%0.19%0.28%Q4 2018Q3 202318
Financial Gravity Asset Management, Inc. 630.00%0.60%3.53%Q1 2018Q3 202318
Mutual Advisors, LLC 18180.19%0.37%0.59%Q2 2019Q3 202318
Tranquility Partners, LLC 18180.46%0.67%0.88%Q2 2019Q3 202318
Allianz Asset Management GmbH 1710.00%0.03%0.06%Q3 2014Q4 201918
Smithfield Trust Co 990.01%0.01%0.02%Q1 2018Q3 202318
Rockefeller Capital Management L.P. 1710.00%0.08%0.14%Q1 2019Q3 202318
Van Hulzen Asset Management, LLC 18180.12%1.19%1.67%Q2 2019Q3 202318
Ayalon Insurance Comp Ltd. 18180.05%0.73%2.78%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 18180.03%0.07%0.15%Q2 2019Q3 202318
Parkside Financial Bank & Trust 1120.00%0.02%0.06%Q4 2015Q3 202318
Belpointe Asset Management LLC 1620.02%0.13%0.48%Q3 2018Q1 202318
Good Life Advisors, LLC 810.03%0.10%0.42%Q3 2018Q3 202318
TRUST CO OF VERMONT 18180.00%0.01%0.02%Q2 2019Q3 202318
Institute for Wealth Management, LLC. 1620.58%1.53%8.27%Q3 2015Q3 202318
Windsor Wealth Management, Inc. 18180.14%1.44%2.36%Q2 2019Q3 202318
Sandy Spring Bank 18180.00%0.01%0.01%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 1530.00%0.01%0.06%Q1 2019Q3 202318
Mosaic Family Wealth, LLC 17170.06%0.30%0.55%Q4 2017Q4 202117
Aspire Private Capital, LLC 1220.00%0.22%1.03%Q4 2018Q3 202317
Independent Advisor Alliance 1010.01%0.04%0.15%Q4 2017Q3 202317
TSFG, LLC 17170.01%0.04%0.11%Q3 2019Q3 202317
OneDigital Investment Advisors LLC 17170.02%0.57%2.02%Q3 2019Q3 202317
Snowden Capital Advisors LLC 980.00%0.18%0.40%Q2 2019Q3 202317
Busey Bank 17170.03%0.05%0.09%Q3 2019Q3 202317
GREENLEAF TRUST 17170.00%0.02%0.04%Q3 2019Q3 202317
Moors & Cabot, Inc. 940.01%0.04%0.08%Q1 2016Q3 202317
Investors Research Corp 17170.00%0.06%0.14%Q3 2019Q3 202317
BARINGS LLC 1160.03%0.62%2.32%Q2 2019Q3 202317
IPG Investment Advisors LLC 17171.07%1.97%3.17%Q3 2019Q3 202317
IHT Wealth Management, LLC 17170.14%0.22%0.34%Q3 2019Q3 202317
Ledyard National Bank 17170.09%0.35%0.49%Q3 2019Q3 202317
Connecticut Wealth Management, LLC 17170.39%13.52%19.00%Q3 2019Q3 202317
Cable Hill Partners, LLC 710.01%3.93%8.64%Q3 2016Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1340.03%0.12%0.42%Q1 2019Q3 202317
IFG Advisory, LLC 17170.04%0.09%0.24%Q3 2019Q3 202317
ELEMENT POINTE ADVISORS, LLC 1340.32%0.89%2.73%Q2 2019Q3 202317
Armbruster Capital Management, Inc. 17170.10%4.34%5.40%Q3 2019Q3 202317
FIRST TRUST ADVISORS LP 17170.00%0.00%0.01%Q3 2019Q3 202317
Merit Financial Group, LLC 17170.20%0.39%0.80%Q3 2019Q3 202317
Sage Advisory Services, Ltd.Co. 1340.03%5.07%13.78%Q2 2018Q4 202217
Sigma Investment Management Co 1430.19%0.39%0.59%Q1 2014Q4 201817
Koshinski Asset Management, Inc. 920.01%0.06%0.20%Q3 2018Q3 202317
NewEdge Advisors, LLC 17170.01%0.27%0.73%Q3 2019Q3 202317
Westside Investment Management, Inc. 1510.00%0.00%0.02%Q4 2018Q3 202317
Avion Wealth 17170.07%0.10%0.21%Q3 2019Q3 202317
Financial Advocates Investment Management 1610.11%0.34%0.75%Q4 2017Q3 202317
Insight Wealth Strategies, LLC 17170.06%3.13%4.00%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 1610.04%0.13%0.31%Q4 2018Q3 202317
Firestone Capital Management 16160.01%0.09%0.15%Q4 2019Q3 202316
Western Wealth Management, LLC 880.20%0.39%0.54%Q3 2019Q3 202316
EPG Wealth Management LLC 16160.11%0.15%0.20%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.28%0.40%0.51%Q4 2019Q3 202316
FMA ADVISORY INC 1510.19%0.32%0.52%Q1 2017Q1 202116
MA Private Wealth 16162.63%3.44%6.41%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.02%0.06%0.09%Q4 2019Q3 202316
Mayfair Advisory Group, LLC 16160.90%3.74%5.46%Q4 2019Q3 202316
HOWARD FINANCIAL SERVICES, LTD. 16160.14%10.30%14.42%Q4 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.19%1.60%9.70%Q4 2019Q3 202316
WJ Wealth Management, LLC 16160.17%1.92%8.12%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.31%0.62%0.87%Q4 2019Q3 202316
StrongBox Wealth, LLC 16162.18%3.19%4.38%Q1 2020Q4 202316
COLTON GROOME FINANCIAL ADVISORS, LLC 1011.61%4.23%7.86%Q2 2019Q3 202316
First Horizon Advisors, Inc. 1060.00%0.24%0.34%Q3 2019Q3 202316
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1330.00%0.00%0.00%Q2 2019Q3 202316
MBE Wealth Management, LLC 16160.63%3.83%11.56%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.59%0.72%0.86%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 16160.04%0.37%0.69%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.01%1.81%5.81%Q4 2019Q3 202316
Bernardo Wealth Planning LLC 16160.35%0.81%2.61%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16163.53%7.98%12.76%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.05%0.39%0.56%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1510.00%0.00%0.04%Q1 2015Q3 202316
Wade Financial Advisory, Inc 16163.35%4.70%5.46%Q4 2019Q3 202316
Hochman Cole Investment Advisors, Inc. 16160.13%0.25%0.40%Q4 2017Q3 202116
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.01%0.03%0.08%Q4 2019Q3 202316
Wolf Group Capital Advisors 16160.12%0.17%0.20%Q1 2019Q4 202216
Permanens Capital L.P. 830.00%6.28%13.69%Q4 2016Q4 202216
ASPIRIANT, LLC 1420.01%0.03%0.09%Q3 2019Q3 202316
CULLEN/FROST BANKERS, INC. 1510.00%0.00%0.00%Q1 2019Q3 202316
Winslow, Evans & Crocker, Inc. 16160.00%0.00%0.00%Q1 2017Q4 202016
Perennial Investment Advisors, LLC 16160.13%0.30%0.73%Q4 2019Q3 202316
DUNCKER STREETT & CO INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Lutz Financial Services LLC 1060.10%0.57%1.31%Q3 2018Q3 202316
Brookstone Capital Management 16160.04%0.36%0.79%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.09%0.28%1.96%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.06%0.26%0.94%Q4 2019Q3 202316
Karpus Management, Inc. 16160.01%0.30%1.17%Q4 2019Q3 202316
JT Stratford LLC 16160.10%0.24%0.36%Q4 2019Q3 202316
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 16160.34%1.15%2.35%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 1240.01%0.02%0.04%Q2 2019Q3 202316
LS Investment Advisors, LLC 16160.07%0.66%1.47%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.08%0.09%0.10%Q4 2019Q3 202316
SVB WEALTH LLC 16160.05%0.75%1.62%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.67%1.04%1.27%Q4 2019Q3 202316
Cetera Investment Advisers 16160.06%0.26%0.93%Q4 2019Q3 202316
Avior Wealth Management, LLC 1420.00%0.01%0.04%Q1 2016Q3 202316
Apexium Financial, LP 16162.21%5.77%9.20%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16163.93%4.63%5.77%Q4 2019Q3 202316
MOTCO 16160.00%0.01%0.01%Q4 2019Q3 202316
Empire Life Investments Inc. 16160.02%0.25%0.55%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.24%0.56%0.68%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.03%0.08%Q4 2019Q3 202316
EWG Elevate Inc. 16160.36%1.03%3.35%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.05%0.08%0.15%Q4 2019Q3 202316
Sharkey, Howes & Javer 16160.10%1.71%7.28%Q4 2019Q3 202316
Tolleson Wealth Management, Inc. 16160.05%0.65%7.12%Q4 2019Q3 202316
USAdvisors Wealth Management, LLC 16160.21%0.66%1.35%Q4 2019Q3 202316
RAYMOND JAMES TRUST N.A. 16160.02%0.08%0.10%Q4 2019Q3 202316
Cypress Wealth Services, LLC 16160.21%1.00%3.95%Q4 2019Q3 202316
Apella Capital, LLC 1230.60%1.24%1.87%Q1 2020Q4 202315
GREAT VALLEY ADVISOR GROUP, INC. 15150.06%0.25%0.42%Q1 2020Q3 202315
ARQ WEALTH ADVISORS, LLC 15155.60%6.83%8.10%Q1 2020Q3 202315
SHUFRO ROSE & CO LLC 15150.07%1.14%1.40%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.21%0.38%0.80%Q1 2020Q3 202315
Mascoma Wealth Management LLC 1210.00%0.24%0.32%Q1 2018Q3 202315
BBR PARTNERS, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Bristlecone Advisors, LLC 15150.15%0.31%0.41%Q1 2020Q3 202315
Larson Financial Group LLC 15150.00%0.08%0.15%Q1 2020Q3 202315
UNITED CAPITAL FINANCIAL ADVISORS, LLC 15150.00%0.02%0.03%Q1 2020Q3 202315
Meridian Wealth Partners, LLC 15153.16%4.17%7.25%Q1 2020Q3 202315
TMD & ASSOCIATES, INC 15155.99%12.41%16.35%Q4 2015Q2 201915
MATTERN CAPITAL MANAGEMENT, LLC 15150.49%0.57%0.65%Q1 2020Q3 202315
VICUS CAPITAL 15150.04%0.26%0.92%Q3 2016Q1 202015
Sowell Financial Services LLC 1050.02%0.59%1.40%Q3 2019Q3 202315
Nikulski Financial, Inc. 1410.16%0.28%0.38%Q4 2019Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1410.00%0.74%2.95%Q4 2015Q3 201915
Financial Sense Advisors, Inc. 960.12%1.71%4.95%Q4 2019Q3 202315
Pasadena Private Wealth, LLC 15150.17%0.25%0.48%Q1 2020Q3 202315
Prime Capital Investment Advisors, LLC 810.00%0.20%1.22%Q2 2018Q3 202315
Aptus Capital Advisors, LLC 1230.00%0.01%0.03%Q2 2019Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.08%0.22%0.33%Q2 2019Q4 202215
Archer Investment Corp 960.01%0.02%0.03%Q4 2019Q3 202315
Lido Advisors, LLC 15150.01%0.07%0.10%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.03%0.09%Q1 2020Q3 202315
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 630.09%0.21%0.55%Q3 2018Q3 202315
Symphony Financial, Ltd. Co. 15150.70%2.82%4.25%Q1 2020Q3 202315
Ancora Advisors LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
First Capital Advisors Group, LLC. 870.38%2.18%5.23%Q1 2017Q2 202315
Astoria Strategic Wealth, Inc. 15150.15%2.35%5.43%Q1 2020Q3 202315
Sanchez Wealth Management Group 15158.42%11.99%17.05%Q4 2018Q2 202215
New England Professional Planning Group Inc. 15150.25%0.29%0.45%Q1 2020Q3 202315
Trinity Wealth Management, LLC 1238.28%9.23%11.61%Q4 2019Q3 202315
Acorn Wealth Advisors, LLC 1410.00%1.25%1.62%Q1 2018Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.01%3.83%6.66%Q4 2019Q3 202315
Asset Dedication, LLC 1010.00%0.02%0.09%Q1 2017Q3 202315
Advisor Group, Inc. 15150.06%0.33%1.10%Q2 2016Q4 201915
Retirement Group, LLC 1410.04%0.06%0.09%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.01%0.05%0.17%Q1 2020Q3 202315
Covenant Multifamily Offices, LLC 15155.12%12.17%22.63%Q1 2018Q3 202115
Miracle Mile Advisors, LLC 1230.07%0.27%1.56%Q1 2019Q3 202315
Robertson Stephens Wealth Management, LLC 15150.05%0.21%0.39%Q1 2020Q3 202315
Mattern Wealth Management LLC 15150.36%0.81%3.03%Q1 2020Q3 202315
Keystone Financial Group 1320.25%0.68%0.99%Q4 2019Q3 202315
DAVIDSON TRUST CO 1410.20%0.24%0.31%Q4 2019Q3 202315
Element Wealth, LLC 15150.01%0.01%0.06%Q1 2020Q3 202315
1832 Asset Management L.P. 15150.01%0.02%0.02%Q1 2020Q3 202315
Berman Capital Advisors, LLC 15152.52%3.88%4.84%Q1 2018Q3 202115
CFO4Life Group, LLC 1410.62%4.54%5.74%Q1 2017Q3 202315
WBH ADVISORY INC 1230.04%0.26%0.65%Q4 2019Q3 202315
Strategic Blueprint, LLC 15150.34%1.10%2.71%Q1 2020Q3 202315
SIMON QUICK ADVISORS, LLC 15150.00%0.16%0.43%Q1 2020Q3 202315
FIFTH THIRD SECURITIES, INC. 15150.03%0.18%1.02%Q1 2020Q3 202315
Abundance Wealth Counselors 15150.13%1.15%3.41%Q1 2020Q3 202315
LEUTHOLD GROUP, LLC 920.03%0.03%0.04%Q2 2019Q1 202314
J.W. COLE ADVISORS, INC. 810.07%0.21%0.33%Q4 2019Q3 202314
Cordasco Financial Network 14140.01%0.01%0.02%Q4 2018Q1 202214
Princeton Global Asset Management LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
PATTON ALBERTSON MILLER GROUP, LLC 1310.06%0.29%0.50%Q2 2019Q3 202314
Pensionmark Financial Group, LLC 920.05%0.18%0.62%Q4 2019Q3 202314
Column Capital Advisors, LLC 14140.00%0.52%0.80%Q2 2020Q3 202314
Foundations Investment Advisors, LLC 14140.26%0.78%2.31%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.03%0.05%Q2 2020Q3 202314
Centerpoint Advisors, LLC 14143.95%8.15%9.65%Q2 2020Q3 202314
Anchor Investment Management, LLC 14140.01%0.05%0.08%Q3 2020Q4 202314
FRANKLIN RESOURCES INC 14140.01%0.02%0.04%Q2 2020Q3 202314
Sequoia Financial Advisors, LLC 810.01%0.27%1.55%Q4 2016Q3 202314
SALEM INVESTMENT COUNSELORS INC 14140.00%0.02%0.03%Q2 2020Q3 202314
BDO Wealth Advisors, LLC 14140.48%1.51%1.86%Q1 2020Q2 202314
BRYN MAWR TRUST Co 1110.01%0.25%1.59%Q3 2017Q3 202314
Relative Value Partners Group, LLC 14140.16%0.43%2.12%Q2 2020Q3 202314
Gladstone Institutional Advisory LLC 1130.04%0.37%0.46%Q3 2019Q3 202314
Strategic Point Investment Advisors, LLC 14141.77%5.41%7.12%Q2 2020Q3 202314
Icon Wealth Partners, LLC 1130.03%1.06%3.15%Q4 2019Q3 202314
Savant Capital, LLC 14140.14%2.23%3.04%Q2 2020Q3 202314
Vestmark Advisory Solutions, Inc. 14140.02%0.07%0.14%Q1 2020Q2 202314
MSI Financial Services Inc 14140.00%0.01%0.04%Q3 2013Q4 201614
FLC Capital Advisors 14140.20%0.28%0.43%Q1 2020Q2 202314
Concorde Asset Management, LLC 1130.12%1.06%3.74%Q2 2019Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Norway Savings Bank 14140.34%1.03%1.48%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.04%0.04%0.05%Q2 2020Q3 202314
AllSquare Wealth Management LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Wealth Quarterback LLC 610.00%2.07%6.99%Q1 1987Q3 202314
WINTRUST INVESTMENTS LLC 14140.12%0.53%1.95%Q2 2018Q3 202114
Caprock Group, LLC 14140.36%0.42%0.52%Q2 2020Q3 202314
CreativeOne Wealth, LLC 540.01%0.49%1.99%Q4 2018Q3 202314
Ford Financial Group, LLC 14140.41%1.35%1.78%Q3 2019Q4 202214
McKinley Carter Wealth Services, Inc. 14140.21%1.82%6.64%Q2 2020Q3 202314
Cardinal Strategic Wealth Guidance 14143.62%6.52%9.67%Q2 2020Q3 202314
Ascent Wealth Partners, LLC 14140.61%0.69%0.82%Q2 2020Q3 202314
INTRUST BANK NA 14140.86%1.56%1.82%Q2 2020Q3 202314
Cooper Financial Group 920.07%2.87%7.96%Q4 2018Q3 202314
HENGEHOLD CAPITAL MANAGEMENT LLC 14142.01%3.12%3.65%Q2 2020Q3 202314
AJ WEALTH STRATEGIES, LLC 14140.21%2.76%4.27%Q1 2020Q2 202314
Lehman & Derafelo Financial Resources LLC 1220.01%0.01%0.02%Q4 2018Q3 202214
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14140.40%2.10%6.48%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 14140.19%0.58%1.38%Q2 2020Q3 202314
Kingsview Wealth Management, LLC 860.01%0.06%0.15%Q1 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.15%0.16%0.18%Q4 2018Q1 202214
Accredited Investors Inc. 14140.05%6.15%12.32%Q3 2015Q4 201814
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14140.01%0.11%0.18%Q2 2020Q3 202314
Ullmann Wealth Partners Group, LLC 14140.50%2.50%4.20%Q2 2020Q3 202314
G&S Capital LLC 1220.21%0.92%2.01%Q4 2019Q3 202314
Lantz Financial LLC 1131.30%4.06%5.90%Q1 2020Q3 202314
PATHSTONE FAMILY OFFICE, LLC 810.00%0.01%0.04%Q1 2019Q3 202313
Avantax Planning Partners, Inc. 13130.02%0.03%0.07%Q3 2017Q3 202013
CVA Family Office, LLC 13130.01%0.01%0.02%Q2 2020Q2 202313
PRINCIPAL FINANCIAL GROUP INC 720.00%0.00%0.00%Q4 2019Q3 202313
Private Ocean, LLC 13130.12%3.35%5.30%Q3 2020Q3 202313
LEVEL FOUR ADVISORY SERVICES, LLC 710.03%0.21%0.64%Q1 2018Q3 202313
Regent Investment Management LLC 13130.08%0.13%0.15%Q4 2019Q4 202213
BRANDYWINE OAK PRIVATE WEALTH LLC 13130.05%0.07%0.12%Q3 2020Q3 202313
Cresset Asset Management, LLC 1120.00%0.31%0.82%Q4 2018Q3 202313
STATE OF MICHIGAN RETIREMENT SYSTEM 13130.00%0.24%1.01%Q3 2020Q3 202313
Pure Financial Advisors, LLC 13130.16%0.42%0.66%Q4 2020Q4 202313
Hoese & Co LLP 13132.20%4.06%5.98%Q4 2020Q4 202313
Kestra Advisory Services, LLC 13130.06%0.13%0.31%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.05%0.11%Q1 2020Q3 202313
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 850.08%0.27%0.67%Q2 2020Q3 202313
Tennessee Valley Asset Management Partners 620.07%0.14%0.24%Q4 2019Q3 202313
Syntal Capital Partners, LLC 760.15%2.01%7.06%Q2 2019Q3 202313
Bedel Financial Consulting, Inc. 13130.55%0.70%0.92%Q2 2020Q2 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.01%0.02%Q4 2019Q3 202313
Prospera Financial Services Inc 1120.02%0.06%0.12%Q2 2017Q3 202313
Bartlett & Co. LLC 850.00%0.01%0.02%Q3 2020Q4 202313
Leelyn Smith, LLC 13130.04%0.18%0.61%Q4 2019Q4 202213
SPC Financial, Inc. 13131.18%2.50%3.06%Q3 2020Q3 202313
Adero Partners, LLC 13130.20%0.70%2.76%Q3 2020Q3 202313
CGN Advisors LLC 13131.43%1.58%1.94%Q4 2020Q4 202313
Founders Financial Alliance, LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Intelligence Driven Advisers, LLC 13134.58%7.00%8.73%Q3 2020Q3 202313
Baker Ellis Asset Management LLC 1010.03%0.05%0.07%Q3 2017Q1 202213
Barber Financial Group, Inc. 13130.17%0.89%3.47%Q4 2017Q4 202013
Colonial Trust Advisors 850.02%0.05%0.08%Q2 2020Q3 202313
Total Clarity Wealth Management, Inc. 1210.01%0.90%2.64%Q4 2019Q1 202313
Archford Capital Strategies, LLC 1010.01%0.15%0.36%Q2 2019Q3 202313
TWO SIGMA INVESTMENTS, LP 810.00%0.05%0.20%Q3 2018Q3 202313
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.00%Q1 2019Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.04%0.55%1.28%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.36%0.45%0.59%Q3 2020Q3 202313
Ferris Capital, LLC 1030.59%1.03%1.90%Q4 2018Q1 202213
Richard P Slaughter Associates Inc 1110.10%3.02%6.06%Q4 2019Q4 202312
Financial Network Wealth Management LLC 12120.12%0.21%0.26%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 420.00%1.17%3.98%Q4 2018Q3 202312
SAX WEALTH ADVISORS, LLC 12123.82%4.57%6.08%Q4 2020Q3 202312
Teamwork Financial Advisors, LLC 12120.06%0.26%0.42%Q2 2020Q1 202312
Lionsbridge Wealth Management LLC 1020.24%2.63%4.25%Q4 2019Q3 202312
4J Wealth Management LLC 12120.58%0.68%0.84%Q4 2020Q3 202312
Diversified, LLC 12120.20%0.37%0.67%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.54%1.15%2.09%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12121.26%2.30%3.66%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.18%0.20%0.25%Q4 2020Q3 202312
COZAD ASSET MANAGEMENT INC 12120.13%0.16%0.20%Q4 2020Q3 202312
SCHMIDT P J INVESTMENT MANAGEMENT INC 1110.06%0.20%0.48%Q4 2019Q4 202212
MAI Capital Management 12120.07%0.09%0.10%Q4 2020Q3 202312
StoneX Group Inc. 12120.09%0.22%0.44%Q1 2019Q4 202112
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
HHM Wealth Advisors, LLC 1110.00%0.01%0.05%Q1 2020Q3 202312
Sage Mountain Advisors LLC 12129.95%13.54%21.78%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.60%1.45%Q4 2018Q3 202112
REGENTATLANTIC CAPITAL LLC 12120.01%0.02%0.02%Q4 2019Q3 202212
Kistler-Tiffany Companies, LLC 930.00%0.01%0.01%Q1 2018Q2 202312
Goodwin Investment Advisory 12120.08%0.19%0.66%Q4 2020Q3 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 12120.10%0.13%0.18%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.32%0.64%2.34%Q4 2020Q3 202312
TCG Advisory Services, LLC 12121.37%1.90%4.81%Q4 2020Q3 202312
Bogart Wealth, LLC 1110.00%0.80%3.17%Q4 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.26%0.70%Q4 2020Q3 202312
Hemenway Trust Co LLC 930.02%0.03%0.04%Q2 2020Q3 202312
TMD Wealth Management, LLC 12128.88%11.38%14.04%Q4 2020Q3 202312
Tacita Capital Inc 12122.38%2.86%3.58%Q4 2020Q3 202312
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q3 2015Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
Cambridge Advisors Inc. 810.05%0.06%0.08%Q4 2019Q3 202312
Clearview Wealth Advisors LLC 12120.18%0.42%1.41%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.43%0.78%0.97%Q4 2020Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.08%0.15%Q4 2020Q3 202312
MATRIX PRIVATE CAPITAL GROUP LLC 12120.07%0.08%0.10%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12120.52%0.66%1.13%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.32%1.11%1.74%Q4 2020Q3 202312
Foster Group, Inc. 12120.63%1.38%1.66%Q4 2020Q3 202312
Lindbrook Capital, LLC 820.00%0.01%0.01%Q3 2019Q3 202312
Orion Capital Management LLC 12120.10%0.15%0.22%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.10%0.18%0.24%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.39%0.46%0.56%Q4 2020Q3 202312
MRA Advisory Group 12122.28%2.97%3.38%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.90%7.88%11.56%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.05%0.08%0.16%Q4 2020Q3 202312
NATIONAL PLANNING CORP 660.02%0.05%0.11%Q1 2014Q3 201712
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q2 2019Q3 202312
PEAPACK GLADSTONE FINANCIAL CORP 12120.01%0.02%0.03%Q4 2020Q3 202312
Capital Analysts, LLC 12120.00%0.03%0.14%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12124.84%6.11%7.24%Q4 2020Q3 202312
Baystate Wealth Management LLC 710.00%0.93%1.86%Q4 2017Q3 202312
Northeast Financial Consultants Inc 12120.02%0.31%0.75%Q4 2020Q3 202312
M Holdings Securities, Inc. 610.06%0.87%1.55%Q1 2019Q2 202312
UNITED BANK 12120.04%0.37%0.62%Q1 2018Q4 202012
Old North State Trust, LLC 12120.02%0.21%0.34%Q3 2018Q2 202112
55I, LLC 12120.15%0.55%1.32%Q4 2019Q3 202212
Edge Wealth Management LLC 1020.00%0.03%0.10%Q3 2018Q4 202112
GenTrust, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
PFM Asset Management LLC 12120.48%5.84%34.57%Q4 2018Q3 202112
Provident Investment Management, Inc. 12120.12%0.17%0.23%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.02%0.02%0.02%Q4 2020Q3 202312
Balentine LLC 1110.01%1.02%3.18%Q3 2019Q3 202312
TrueWealth Advisors, LLC 12120.09%0.25%0.84%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.11%0.23%0.35%Q4 2020Q3 202312
TWO SIGMA ADVISERS, LP 810.00%0.03%0.12%Q4 2018Q3 202312
Tradition Wealth Management, LLC 12120.85%1.10%1.41%Q4 2020Q3 202312
NWAM LLC 12120.03%0.13%0.51%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12123.88%5.66%7.11%Q4 2020Q3 202312
SOL Capital Management CO 12120.15%0.34%0.58%Q4 2020Q3 202312
REGIONS FINANCIAL CORP 510.00%0.00%0.01%Q1 2018Q2 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.01%0.02%Q4 2016Q3 201912
Annapolis Financial Services, LLC 12120.00%0.05%0.19%Q4 2020Q3 202312
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 11111.00%2.29%8.32%Q1 2017Q3 201911
Interchange Capital Partners, LLC 920.60%1.60%2.58%Q4 2020Q3 202311
Laidlaw Wealth Management LLC 11110.08%0.11%0.17%Q4 2020Q2 202311
Fort Sheridan Advisors LLC 11110.11%0.21%0.26%Q1 2021Q3 202311
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2016Q3 202211
Physician Wealth Advisors, Inc. 830.08%1.47%4.29%Q3 2019Q3 202311
Crestone Asset Management LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
Portfolio Strategies, Inc. 650.49%2.80%5.75%Q4 2017Q3 202211
Meridian Wealth Management, LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
Cerity Partners LLC 11110.14%0.44%1.50%Q1 2021Q3 202311
Jackson Hole Capital Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MBA Advisors LLC 11110.12%1.54%2.55%Q1 2021Q3 202311
Wolff Financial Management LLC 920.34%0.90%2.20%Q4 2020Q3 202311
BRIGHTON JONES LLC 1010.01%0.02%0.04%Q4 2020Q3 202311
Jackson Wealth Management, LLC 720.17%0.96%1.97%Q4 2018Q3 202311
EP Wealth Advisors, LLC 740.00%0.05%0.46%Q4 2020Q3 202311
Darwin Wealth Management, LLC 11110.06%0.14%0.24%Q4 2017Q2 202011
Mount Yale Investment Advisors, LLC 710.02%0.23%0.70%Q3 2019Q3 202311
Rollins Financial 830.50%1.19%1.99%Q4 2020Q3 202311
EQ LLC 11110.18%1.46%7.54%Q4 2020Q2 202311
MONTAG A & ASSOCIATES INC 11110.02%0.04%0.05%Q1 2021Q3 202311
COLONY GROUP LLC 830.00%0.01%0.03%Q4 2015Q3 202311
BESSEMER GROUP INC 1010.00%0.00%0.00%Q1 2020Q3 202311
Chevy Chase Trust Holdings, LLC 11110.00%0.00%0.01%Q1 2019Q3 202111
Beacon Pointe Advisors, LLC 1010.02%0.06%0.10%Q2 2020Q3 202311
Tranquilli Financial Advisor LLC 1011.07%2.59%4.54%Q4 2020Q3 202311
Gemmer Asset Management LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
MONUMENTAL FINANCIAL GROUP INC. 11113.68%9.14%12.13%Q1 2021Q3 202311
MISSION WEALTH MANAGEMENT, LP 11110.02%0.02%0.04%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Soundwatch Capital LLC 830.14%0.43%0.88%Q2 2020Q3 202311
PEDDOCK CAPITAL ADVISORS, LLC 11110.33%0.45%0.58%Q1 2021Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 830.01%1.40%4.50%Q4 2019Q3 202311
Oakworth Capital, Inc. 710.00%0.01%0.01%Q1 2017Q2 202311
Vectors Research Management, LLC 11110.00%0.02%0.03%Q4 2019Q2 202211
CONSULTIVA WEALTH MANAGEMENT, CORP. 813.86%4.41%4.96%Q2 2019Q2 202311
MGO ONE SEVEN LLC 610.02%0.13%0.32%Q4 2018Q3 202311
TCI Wealth Advisors, Inc. 610.00%0.28%0.58%Q4 2018Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.01%Q3 2013Q1 201611
LVW Advisors, LLC 11110.04%0.34%1.05%Q3 2019Q1 202211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.13%0.17%0.24%Q1 2021Q3 202311
Doyle Wealth Management 1010.00%0.53%1.17%Q2 2019Q3 202211
VALLEY NATIONAL ADVISERS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
WASHINGTON TRUST Co 910.00%0.03%0.04%Q1 2020Q3 202311
BerganKDV Wealth Management, LLC 11110.00%0.04%0.04%Q4 2020Q2 202311
SkyView Investment Advisors, LLC 11110.63%1.71%3.25%Q4 2020Q2 202311
Sound Financial Strategies Group, LLC 11110.06%0.39%1.48%Q1 2021Q3 202311
Meristem Family Wealth, LLC 11110.06%0.09%0.11%Q3 2019Q1 202211
Mandatum Life Insurance Co Ltd 11110.08%6.89%10.29%Q2 2018Q4 202011
Spire Wealth Management 11110.02%0.16%0.45%Q1 2021Q3 202311
Arizona State Retirement System 641.40%1.73%2.27%Q3 2013Q2 201610
Deane Retirement Strategies, Inc. 910.00%0.42%0.64%Q2 2017Q3 202110
Integrated Advisors Network LLC 10100.02%0.07%0.13%Q2 2021Q3 202310
SCOTIA CAPITAL INC. 420.00%0.01%0.01%Q3 2018Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Keebeck Wealth Management, LLC 410.00%0.58%2.16%Q4 2019Q3 202310
Paradigm Financial Partners, LLC 10100.09%1.03%1.91%Q1 2020Q2 202210
FIRST MIDWEST BANK TRUST DIVISION 10100.30%0.74%1.09%Q3 2019Q4 202110
Austin Private Wealth, LLC 410.04%1.56%5.08%Q4 2019Q3 202310
SCHRODERS IS Ltd 10100.05%7.51%16.87%Q3 2017Q4 201910
MOTIVE WEALTH ADVISORS 10103.50%5.64%7.94%Q2 2021Q3 202310
True Link Financial Advisors, LLC 640.03%0.03%0.04%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.09%0.19%0.36%Q1 2021Q3 202310
Triumph Capital Management 10100.56%0.68%0.77%Q2 2021Q3 202310
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 640.01%0.02%0.03%Q1 2021Q3 202310
TFO Wealth Partners, LLC 10100.02%0.03%0.05%Q1 2020Q2 202210
Delos Wealth Advisors, LLC 10101.66%2.44%2.98%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.00%0.01%Q2 2021Q3 202310
PARTNERS CAPITAL INVESTMENT GROUP, LLP 640.02%0.10%0.31%Q1 2021Q3 202310
MAGNOLIA CAPITAL ADVISORS LLC 312.95%4.41%6.24%Q4 2019Q3 202310
Reliant Wealth Planning 714.18%7.76%9.45%Q4 2019Q3 202210
Private Capital Group, LLC 410.00%0.03%0.16%Q1 2019Q1 202210
CFS Investment Advisory Services, LLC 910.23%1.81%5.20%Q4 2020Q3 202310
COMERICA SECURITIES,INC. 510.00%0.58%1.30%Q1 2019Q3 202310
JTC Employer Solutions Trustee Ltd 10100.18%0.27%0.36%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.08%0.34%0.82%Q4 2020Q3 202310
Lee Financial Co 910.01%0.01%0.02%Q2 2018Q2 202310
HERSHEY TRUST CO 910.02%0.04%0.18%Q1 2020Q3 202210
Retirement Planning Group, LLC 10100.12%0.22%0.56%Q2 2021Q3 202310
Epstein & White Financial LLC 730.18%7.96%15.33%Q4 2018Q2 202110
Goelzer Investment Management, Inc. 610.02%0.04%0.05%Q1 2019Q3 202310
Arkadios Wealth Advisors 520.00%0.02%0.03%Q4 2019Q3 202310
Winfield Associates, Inc. 10100.26%0.46%0.85%Q4 2019Q1 202210
SeaCrest Wealth Management, LLC 10100.03%0.07%0.13%Q2 2021Q3 202310
Vontobel Holding Ltd. 10100.01%0.01%0.02%Q2 2021Q3 202310
Realta Investment Advisors 420.03%0.04%0.05%Q1 2019Q3 202310
ORSER CAPITAL MANAGEMENT, LLC 10100.60%1.37%1.67%Q4 2017Q1 202010
Unison Advisors LLC 10100.05%2.85%6.66%Q2 2021Q3 202310
Beaumont Financial Partners, LLC 820.02%0.03%0.03%Q3 2019Q3 202210
S&T BANK/PA 10100.07%0.16%0.29%Q4 2019Q1 202210
Spectrum Planning & Advisory Services Inc. 730.20%3.17%11.65%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
PHILADELPHIA TRUST CO 10100.02%0.03%0.04%Q2 2021Q3 202310
Syverson Strege & Co 10100.01%0.14%0.38%Q4 2020Q1 202310
Prism Advisors, Inc. 10102.76%4.41%5.31%Q2 2021Q3 202310
Quantitative Advantage, LLC 914.22%6.07%8.29%Q4 2018Q3 202110
Sterling Financial Planning, Inc. 10100.01%0.23%0.41%Q2 2021Q3 202310
Wealthquest Corp 10100.03%0.04%0.06%Q2 2021Q3 202310
MBL Wealth, LLC 710.07%0.37%1.28%Q4 2020Q3 202310
KINGS POINT CAPITAL MANAGEMENT 10100.01%0.01%0.01%Q4 2019Q1 202210
ALTERNA WEALTH MANAGEMENT, INC 730.59%1.44%2.63%Q2 2019Q3 202310
Chicago Partners Investment Group LLC 910.02%0.09%0.22%Q4 2018Q3 202310
Outlook Wealth Advisors, LLC 820.92%2.01%2.68%Q4 2018Q3 202110
MARINER INDEPENDENT ADVISOR NETWORK, LLC 820.10%0.21%0.44%Q4 2019Q3 202210
Bellwether Advisors, LLC 10100.01%0.06%0.12%Q4 2020Q1 202310
Geller Advisors LLC 520.05%0.20%0.56%Q2 2017Q3 202310
Betterment LLC 990.00%0.00%0.01%Q3 2021Q3 20239
FORVIS Wealth Advisors, LLC 540.01%0.01%0.02%Q2 2021Q3 20239
FinTrust Capital Advisors, LLC 610.09%0.43%0.57%Q4 2019Q3 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 710.00%0.00%0.00%Q2 2019Q1 20229
Hennion & Walsh Asset Management, Inc. 990.39%0.68%0.95%Q1 2021Q1 20239
BARCLAYS PLC 510.00%0.00%0.00%Q3 2017Q1 20239
First Citizens Financial Corp 720.19%0.78%1.52%Q2 2021Q3 20239
Mendel Money Management 990.22%0.34%0.42%Q2 2020Q2 20229
US FINANCIAL ADVISORS, LLC 720.06%0.22%0.35%Q4 2020Q3 20239
Performa Ltd (US), LLC 992.47%3.15%4.26%Q3 2021Q3 20239
HRT FINANCIAL LP 410.02%0.08%0.17%Q4 2019Q3 20239
Fisher Asset Management, LLC 420.00%0.00%0.00%Q2 2020Q3 20239
Savior LLC 990.00%0.05%0.37%Q4 2019Q4 20219
SITTNER & NELSON, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
Ironsides Asset Advisors, LLC 990.08%0.28%0.76%Q3 2021Q3 20239
Lloyd Advisory Services, LLC. 810.00%0.14%0.41%Q4 2019Q1 20229
Investors Financial Group, LLC 990.18%0.34%0.52%Q4 2019Q4 20219
Solstein Capital, LLC 990.16%0.40%1.33%Q3 2021Q3 20239
Freestone Capital Holdings, LLC 720.00%0.03%0.04%Q3 2020Q3 20239
Lebenthal Global Advisors, LLC 810.08%3.03%7.14%Q4 2020Q3 20239
Golden State Wealth Management, LLC 420.01%0.82%1.66%Q1 2019Q1 20229
CORRADO ADVISORS, LLC 990.25%0.74%0.92%Q4 2019Q4 20219
VERUS CAPITAL PARTNERS, LLC 720.10%0.21%0.30%Q4 2019Q3 20239
Apollon Wealth Management, LLC 810.00%0.09%0.33%Q2 2020Q3 20239
CAPITAL ONE FINANCIAL CORP 991.52%5.28%9.97%Q1 2020Q1 20229
Professional Financial Advisors, LLC 990.02%0.04%0.09%Q3 2020Q3 20229
TIEDEMANN ADVISORS, LLC 810.02%0.18%0.41%Q1 2020Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.04%0.04%Q3 2021Q3 20239
Squar Milner Financial Services LLC 720.10%0.27%0.52%Q4 2017Q1 20209
IEQ CAPITAL, LLC 540.01%0.01%0.02%Q2 2021Q3 20239
Bickling Financial Services, Inc. 991.36%1.50%1.71%Q4 2020Q4 20229
HYA Advisors, Inc 810.09%0.11%0.13%Q4 2019Q2 20229
Gradient Investments LLC 610.00%0.77%1.55%Q4 2017Q3 20239
Wealth Advisory Solutions, LLC 810.00%1.05%1.76%Q4 2019Q1 20229
FLAGSTAR ADVISORS INC 990.61%0.68%0.75%Q3 2021Q3 20239
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Clear Perspectives Financial Planning, LLC 990.00%0.06%0.20%Q4 2020Q4 20229
BALASA DINVERNO & FOLTZ LLC 993.51%4.42%4.94%Q3 2020Q3 20229
MEITAV INVESTMENT HOUSE LTD 990.01%0.02%0.06%Q3 2021Q3 20239
PRIVATE CAPITAL MANAGEMENT LLC 990.11%0.39%0.64%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.01%0.06%0.09%Q4 2020Q4 20229
Cornerstone Wealth Group, LLC 540.45%0.80%2.19%Q2 2019Q4 20219
ARS Wealth Advisors Group, LLC 991.42%2.40%3.18%Q3 2021Q3 20239
B. Riley Wealth Management, Inc. 410.00%0.06%0.18%Q4 2018Q2 20229
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2020Q1 20239
FLOW TRADERS U.S. LLC 410.00%0.11%0.30%Q3 2016Q3 20239
Accel Wealth Management 630.01%0.01%0.02%Q4 2020Q1 20239
Pinnacle Wealth Management Group, Inc. 630.17%0.20%0.26%Q2 2021Q3 20239
SUMITOMO MITSUI FINANCIAL GROUP, INC. 990.00%0.00%0.01%Q2 2020Q2 20229
COWA, LLC 990.04%0.65%1.18%Q4 2020Q4 20229
W.G. Shaheen & Associates DBA Whitney & Co 810.03%0.05%0.07%Q4 2020Q2 20239
BRANDYWINE TRUST CO 880.28%0.36%0.42%Q2 2020Q1 20228
REGATTA CAPITAL GROUP, LLC 880.22%0.32%0.46%Q4 2021Q3 20238
Minot Wealth Management LLC 880.08%0.10%0.23%Q3 2020Q2 20228
Cassady Schiller Wealth Management, LLC 880.23%0.29%0.41%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.40%0.49%0.68%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.16%0.22%0.27%Q4 2021Q3 20238
Ellevest, Inc. 410.00%0.00%0.01%Q4 2019Q1 20238
Bison Wealth, LLC 510.00%0.05%0.16%Q2 2020Q3 20238
LifePlan Financial Group, Inc 880.01%0.43%1.62%Q4 2018Q3 20208
Western Pacific Wealth Management, LP 880.09%0.10%0.11%Q4 2021Q3 20238
Capital Investment Advisors, LLC 530.01%0.01%0.02%Q2 2021Q4 20238
CAHABA WEALTH MANAGEMENT, INC. 880.04%0.06%0.09%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.34%6.75%19.90%Q4 2021Q3 20238
Custos Family Office, LLC 883.52%5.59%6.81%Q4 2021Q3 20238
Selective Wealth Management, Inc. 610.01%0.13%0.26%Q4 2020Q2 20238
GUERRA PAN ADVISORS, LLC 880.28%0.30%0.32%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.34%0.80%1.29%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 440.01%0.06%0.21%Q1 2019Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.08%0.15%0.32%Q4 2020Q3 20228
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.02%0.03%Q2 2019Q2 20218
Arete Wealth Advisors, LLC 510.02%0.06%0.16%Q1 2020Q3 20238
Fragasso Group Inc. 882.63%3.31%4.24%Q1 2022Q4 20238
Congress Wealth Management LLC / DE / 880.01%0.07%0.17%Q4 2021Q3 20238
Stearns Financial Services Group 880.06%0.14%0.26%Q4 2018Q3 20208
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.01%Q3 2021Q2 20238
Newfound Research LLC 882.38%2.81%3.11%Q4 2020Q3 20228
FURE FINANCIAL CORP 880.17%0.23%0.44%Q2 2020Q1 20228
Essex Financial Services, Inc. 880.02%0.05%0.07%Q4 2021Q3 20238
Ascent Group, LLC 880.13%0.52%1.21%Q4 2021Q3 20238
VICTORY CAPITAL MANAGEMENT INC 880.12%0.16%0.18%Q2 2019Q1 20218
BOENNING & SCATTERGOOD, INC. 880.04%0.08%0.10%Q1 2021Q4 20228
Alaska Wealth Advisors 530.00%0.29%1.18%Q1 2020Q3 20238
Security Financial Services, INC. 880.09%4.34%7.73%Q4 2021Q3 20238
Client First Capital LLC 884.74%6.38%8.15%Q4 2021Q3 20238
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.40%0.49%0.57%Q4 2020Q3 20228
ADAMSBROWN WEALTH CONSULTANTS LLC 880.12%0.88%2.93%Q4 2021Q3 20238
Arrow Investment Advisors, LLC 213.97%5.00%6.04%Q2 2016Q3 20238
TECTONIC ADVISORS LLC 880.01%0.01%0.02%Q1 2021Q4 20228
Magnus Financial Group LLC 880.04%0.16%0.29%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 887.41%8.22%9.92%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.06%0.08%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.16%0.65%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 440.00%0.04%0.09%Q3 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.44%0.57%0.80%Q4 2021Q3 20238
Crumly & Associates Inc. 880.11%0.18%0.25%Q1 2020Q4 20218
Wealth Management Solutions, LLC 880.13%2.54%7.12%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.38%0.48%0.55%Q4 2021Q3 20238
Regal Investment Advisors LLC 880.02%0.43%0.79%Q4 2021Q3 20238
KLINGENSTEIN FIELDS & CO LP 530.01%0.01%0.01%Q1 2021Q3 20238
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 530.15%0.18%0.26%Q2 2018Q1 20218
Level Financial Advisors 880.86%1.52%2.35%Q4 2021Q3 20238
AlphaCore Capital LLC 710.02%1.10%1.87%Q3 2021Q3 20238
Vigilant Capital Management, LLC 710.00%0.01%0.02%Q2 2019Q2 20228
Ameritas Investment Company, LLC 321.26%2.57%4.95%Q4 2018Q3 20218
Comprehensive Financial Consultants Institutional, Inc. 880.39%1.06%1.70%Q4 2021Q3 20238
Bell Investment Advisors, Inc 622.70%2.91%3.30%Q3 2021Q3 20238
TD Waterhouse Canada Inc. 880.04%0.06%0.10%Q4 2021Q3 20238
Stephens Consulting, LLC 880.38%0.87%1.78%Q4 2021Q3 20238
RMB Capital Management, LLC 530.01%0.01%0.01%Q1 2021Q3 20238
HSBC HOLDINGS PLC 880.01%0.02%0.03%Q4 2021Q3 20238
Veritable, L.P. 420.00%0.01%0.01%Q2 2020Q2 20238
Sterling Investment Counsel, LLC 880.20%0.34%0.49%Q4 2021Q3 20238
SECURITY NATIONAL TRUST CO 880.01%0.01%0.02%Q4 2019Q3 20218
ASB Consultores, LLC 884.79%7.05%9.80%Q4 2021Q3 20238
IAG Wealth Partners, LLC 620.02%0.02%0.02%Q4 2019Q3 20238
TWO SIGMA SECURITIES, LLC 310.01%0.07%0.35%Q2 2015Q2 20228
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.03%Q2 2019Q2 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%0.16%0.40%Q4 2021Q3 20238
PATRON PARTNERS, LLC 880.32%1.41%2.80%Q4 2020Q3 20228
MEEDER ASSET MANAGEMENT INC 620.00%0.00%0.00%Q4 2019Q3 20228
COUNTRY TRUST BANK 710.00%0.00%0.00%Q3 2020Q3 20228
Hutchens & Kramer Investment Management Group, LLC 880.25%0.45%0.77%Q4 2021Q3 20238
Avant Capital LLC 884.16%4.53%4.84%Q4 2021Q3 20238
Evergreen Wealth Solutions, LLC 880.33%8.19%18.57%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.28%0.47%0.97%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.23%0.75%1.40%Q4 2021Q3 20238
Quent Capital, LLC 880.03%0.16%0.30%Q4 2021Q3 20238
Helen Stephens Group, LLC 889.07%11.02%14.93%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%1.09%1.43%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.35%0.39%0.48%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.02%0.06%0.10%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.35%1.23%6.62%Q4 2021Q3 20238
AMG National Trust Bank 880.02%0.02%0.02%Q2 2020Q1 20228
Midwest Heritage Bank, FSB 880.90%1.20%1.59%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.01%0.01%0.02%Q4 2013Q3 20168
Red Tortoise LLC 443.12%3.61%4.23%Q3 2021Q3 20238
Rehmann Capital Advisory Group 320.00%0.01%0.04%Q1 2018Q3 20238
Y-Intercept (Hong Kong) Ltd 610.03%0.09%0.23%Q1 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.02%0.09%0.26%Q4 2021Q3 20238
Linscomb & Williams, Inc. 420.01%0.01%0.02%Q3 2019Q3 20238
WARNER FINANCIAL, INC 881.52%1.73%2.02%Q4 2021Q3 20238
MADISON INVESTMENT HOLDINGS INC 770.04%0.15%0.44%Q1 2018Q3 20197
MATHER GROUP, LLC. 770.01%0.01%0.01%Q1 2022Q3 20237
EVOKE WEALTH, LLC 610.00%0.00%0.01%Q3 2019Q3 20227
Trust Co 770.18%0.23%0.29%Q1 2022Q3 20237
GeoWealth Management, LLC 410.00%0.20%0.63%Q3 2019Q3 20237
RDA Financial Network 430.14%0.27%0.46%Q2 2019Q3 20237
Blackhawk Capital Partners LLC. 430.21%1.01%1.30%Q2 2020Q1 20227
INVESTMENT SECURITY GROUP INC /CO/ /ADV 770.69%0.91%1.04%Q1 2020Q3 20217
SII INVESTMENTS INC/WI 770.03%0.04%0.05%Q1 2016Q3 20177
Trexquant Investment LP 310.02%0.08%0.21%Q3 2019Q3 20237
Beacon Capital Management, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
TELEMUS CAPITAL, LLC 430.02%0.07%0.13%Q1 2021Q3 20237
Tyler-Stone Wealth Management 521.15%1.28%1.39%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.16%0.31%0.64%Q1 2021Q4 20227
Family Management Corp 771.70%2.94%3.99%Q1 2022Q3 20237
WFA of San Diego, LLC 210.00%0.11%0.45%Q2 2020Q3 20237
Marks Group Wealth Management, Inc 430.05%0.15%0.24%Q2 2020Q3 20237
Fieldpoint Private Securities, LLC 520.00%0.01%0.01%Q2 2019Q1 20227
ICA Group Wealth Management, LLC 770.29%0.50%0.61%Q1 2022Q3 20237
Commonwealth Equity Services, Inc 770.00%0.03%0.05%Q1 2016Q3 20177
ADVISOR PARTNERS LLC 770.02%0.03%0.03%Q4 2020Q2 20227
NorthRock Partners, LLC 770.05%0.10%0.19%Q1 2022Q3 20237
Concord Wealth Partners 430.02%0.02%0.03%Q4 2021Q3 20237
20/20 Capital Management, Inc. 773.91%5.10%5.94%Q4 2019Q2 20217
PALLADIEM, LLC 432.70%5.49%7.13%Q4 2014Q2 20217
Crescent Grove Advisors, LLC 770.09%0.22%0.33%Q1 2022Q3 20237
Qube Research & Technologies Ltd 520.00%0.00%0.01%Q4 2021Q3 20237
OLD NATIONAL BANCORP /IN/ 770.09%0.13%0.21%Q1 2022Q3 20237
HL FINANCIAL SERVICES LLC 520.00%0.02%0.06%Q2 2017Q1 20197
InterOcean Capital, LLC 770.02%0.02%0.02%Q4 2018Q2 20207
Apeiron RIA LLC 520.19%1.57%3.66%Q4 2021Q3 20237
SteelPeak Wealth, LLC 320.02%0.90%1.48%Q4 2019Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
Pflug Koory, LLC 770.21%0.21%0.22%Q1 2019Q3 20207
Gibraltar Capital Management, Inc. 770.12%5.51%8.66%Q3 2019Q1 20217
Pinnacle Bancorp, Inc. 770.01%0.02%0.06%Q1 2022Q3 20237
Advisors Capital Management, LLC 770.01%0.30%1.18%Q1 2022Q3 20237
Financial Advisors, LLC 7710.11%11.45%12.86%Q1 2022Q3 20237
Choate Investment Advisors 770.00%0.01%0.01%Q1 2021Q3 20227
ROWLAND CARMICHAEL ADVISORS INC /ADV 610.00%0.84%1.49%Q1 2019Q4 20207
Advisory Alpha, LLC 210.00%0.04%0.12%Q1 2019Q3 20237
Kovitz Investment Group Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
NCM Capital Management, LLC 770.36%0.41%0.49%Q1 2022Q3 20237
TrinityPoint Wealth, LLC 770.05%0.10%0.14%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.24%0.54%0.91%Q1 2022Q3 20237
GIRARD SECURITIES, INC. 770.23%0.61%1.36%Q1 2016Q3 20177
JONES FINANCIAL COMPANIES LLLP 410.00%0.00%0.00%Q4 2020Q1 20237
CX Institutional 770.01%0.13%0.72%Q4 2020Q2 20227
Resonant Capital Advisors, LLC 610.03%1.66%3.04%Q4 2019Q4 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Hilltop Holdings Inc. 410.10%0.26%0.86%Q1 2020Q3 20237
MorganRosel Wealth Management, LLC 770.48%1.21%1.81%Q1 2022Q3 20237
HawsGoodwin Investment Management LLC 520.42%1.75%4.88%Q4 2019Q4 20217
New England Investment & Retirement Group, Inc. 770.00%0.86%2.62%Q1 2020Q3 20217
Ferguson Shapiro LLC 770.18%2.55%3.50%Q3 2020Q1 20227
JOURNEY STRATEGIC WEALTH LLC 610.03%0.16%0.40%Q4 2021Q3 20237
Alpha Cubed Investments, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Ten Capital Wealth Advisors, LLC 770.01%0.01%0.01%Q3 2021Q1 20237
IBEX WEALTH ADVISORS 770.06%0.07%0.08%Q2 2021Q4 20227
Dorsey Wright & Associates 210.32%1.07%3.18%Q2 2016Q3 20237
BOKF, NA 310.00%0.01%0.01%Q3 2017Q3 20237
Lucia Wealth Services, LLC 430.06%0.55%1.85%Q4 2017Q3 20207
Intercontinental Wealth Advisors, LLC 770.05%0.07%0.10%Q3 2020Q1 20227
Raub Brock Capital Management LP 610.05%0.07%0.12%Q4 2017Q1 20207
IMA Wealth, Inc. 770.00%0.00%0.01%Q4 2020Q2 20227
Wiser Wealth Management, Inc 770.12%6.09%7.37%Q4 2020Q2 20227
Keystone Financial Planning, Inc. 770.27%0.48%1.33%Q4 2017Q2 20197
Wagner Wealth Management, LLC 430.02%0.02%0.02%Q1 2021Q4 20227
Soltis Investment Advisors LLC 430.04%0.06%0.10%Q3 2021Q3 20237
PineBridge Investments, L.P. 770.02%0.05%0.08%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
GYL FINANCIAL SYNERGIES, LLC 778.03%14.08%20.05%Q1 2022Q3 20237
Intrua Financial, LLC 610.04%0.19%0.26%Q2 2020Q2 20227
Strategies Wealth Advisors, LLC 434.91%5.95%7.34%Q4 2021Q3 20237
HighTower Trust Company, N.A. 310.04%0.05%0.07%Q2 2017Q1 20236
BRASADA CAPITAL MANAGEMENT, LP 660.17%0.21%0.26%Q1 2018Q2 20196
Trek Financial, LLC 310.03%0.72%1.17%Q4 2019Q3 20236
Ironwood Financial, llc 660.00%0.01%0.01%Q2 2020Q3 20216
Independence Bank of Kentucky 660.09%0.11%0.12%Q2 2022Q3 20236
Sargent Bickham Lagudis LLC 210.00%0.00%0.00%Q1 2018Q4 20226
STOCK YARDS BANK & TRUST CO 660.01%0.01%0.01%Q2 2022Q3 20236
Fort Point Capital Partners LLC 510.04%0.05%0.06%Q4 2021Q3 20236
SUTTON PLACE INVESTORS LLC 330.29%1.05%1.82%Q4 2021Q3 20236
COOK WEALTH MANAGEMENT GROUP LLC 660.41%5.46%8.34%Q2 2022Q3 20236
BAROMETER CAPITAL MANAGEMENT INC. 210.11%0.27%0.47%Q4 2015Q3 20236
Consolidated Planning Corp 660.30%0.35%0.42%Q2 2022Q3 20236
Mizuho Trust & Banking Co., Ltd. 410.79%2.71%7.50%Q4 2017Q2 20206
Global Strategic Investment Solutions, LLC 660.01%0.04%0.05%Q4 2020Q1 20226
Lansing Street Advisors 660.34%0.48%0.74%Q1 2022Q2 20236
Schechter Investment Advisors, LLC 420.02%0.02%0.02%Q1 2022Q3 20236
PINNACLE FINANCIAL PARTNERS INC 660.00%0.00%0.00%Q1 2020Q2 20216
L. Roy Papp & Associates, LLP 310.04%0.08%0.13%Q1 2016Q3 20236
Riggs Asset Managment Co. Inc. 510.00%0.00%0.00%Q4 2020Q3 20236
MARCO INVESTMENT MANAGEMENT LLC 660.03%0.03%0.03%Q2 2022Q3 20236
AlphaStar Capital Management, LLC 310.01%0.27%0.55%Q3 2018Q4 20216
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Blue Trust, Inc. 662.36%4.33%6.07%Q2 2022Q3 20236
tru Independence LLC 510.00%0.32%0.78%Q4 2019Q2 20216
FIRST NATIONAL TRUST CO 510.01%0.02%0.03%Q4 2019Q3 20236
Highview Capital Management LLC/DE/ 420.36%0.78%1.70%Q4 2021Q3 20236
Avestar Capital, LLC 310.04%0.84%1.42%Q4 2018Q3 20236
American Trust 660.70%0.83%1.02%Q1 2022Q2 20236
BEACON TRUST CO 660.10%0.59%0.75%Q4 2015Q1 20176
Worth Asset Management, LLC 660.01%0.02%0.03%Q1 2022Q2 20236
NewSquare Capital LLC 420.00%0.00%0.01%Q1 2022Q3 20236
RHS Financial, LLC 660.34%0.92%1.60%Q2 2022Q3 20236
Heritage Wealth Advisors 660.00%0.01%0.01%Q3 2019Q4 20206
Covington Capital Management 660.00%0.00%0.01%Q2 2021Q3 20226
WealthPlan Investment Management, LLC 410.02%0.03%0.05%Q1 2022Q4 20236
Haverford Trust Co 510.00%0.10%0.15%Q4 2019Q3 20236
SSI INVESTMENT MANAGEMENT LLC 510.21%0.31%0.50%Q1 2016Q1 20236
JANICZEK WEALTH MANAGEMENT, LLC 410.00%0.03%0.14%Q4 2018Q2 20226
Newbridge Financial Services Group, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Stone House Investment Management, LLC 310.02%4.30%6.67%Q1 2019Q3 20236
BB&T SECURITIES, LLC 660.01%0.03%0.04%Q2 2018Q3 20196
Schrum Private Wealth Management LLC 660.32%0.49%0.59%Q2 2022Q3 20236
Zions Bancorporation, N.A. 310.00%0.01%0.01%Q2 2020Q3 20236
Aevitas Wealth Management, Inc. 660.03%0.03%0.03%Q4 2017Q1 20196
TKG Advisors, LLC 420.16%0.46%0.86%Q4 2021Q3 20236
CALTON & ASSOCIATES, INC. 510.04%0.19%0.34%Q4 2017Q4 20216
KEATING INVESTMENT COUNSELORS INC 660.14%0.51%0.87%Q1 2017Q2 20186
SteelBridge Private Wealth Advisors LLC 661.52%1.88%2.31%Q1 2016Q2 20176
Householder Group Estate & Retirement Specialist, LLC 410.26%0.44%0.60%Q4 2021Q3 20236
CMC Financial Group 660.21%0.59%1.36%Q4 2018Q1 20206
Field & Main Bank 660.01%0.02%0.04%Q2 2022Q3 20236
Engrave Wealth Partners LLC 330.00%0.04%0.07%Q4 2019Q4 20216
Waldron Private Wealth LLC 660.06%0.82%1.60%Q3 2021Q4 20226
PRIVATE TRUST CO NA 660.32%0.34%0.36%Q2 2022Q3 20236
Spectrum Management Group, LLC 660.00%0.32%1.80%Q4 2019Q1 20216
High Falls Advisors, Inc 310.08%3.48%7.37%Q4 2019Q3 20236
Schwab Charitable Fund 660.02%0.17%0.32%Q4 2021Q1 20236
Homrich & Berg 410.01%0.01%0.02%Q4 2017Q3 20216
Centennial Wealth Advisory LLC 660.22%0.36%0.47%Q1 2021Q2 20226
SYM FINANCIAL Corp 310.03%0.07%0.15%Q3 2021Q3 20236
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660.86%1.45%2.10%Q2 2019Q3 20206
Meridian Financial Partners LLC 660.56%4.39%7.53%Q2 2022Q3 20236
CENTRAL TRUST Co 310.00%0.00%0.00%Q4 2019Q3 20236
Crewe Advisors LLC 660.06%0.08%0.09%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.33%1.96%Q4 2019Q3 20236
Summit Trail Advisors, LLC 210.01%0.09%0.34%Q1 2020Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.02%0.05%0.13%Q1 2022Q3 20236
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
TIAA, FSB 660.02%0.16%0.30%Q1 2022Q2 20236
ShoreHaven Wealth Partners, LLC 310.02%1.27%2.67%Q4 2020Q3 20236
Crestwood Advisors Group, LLC 420.01%0.01%0.02%Q3 2019Q3 20236
Pettinga Financial Advisors LLC 310.09%4.79%7.61%Q4 2019Q3 20236
Kathleen S. Wright Associates Inc. 660.01%0.01%0.01%Q4 2021Q1 20236
ONE Advisory Partners, LLC 660.67%5.38%9.56%Q2 2022Q3 20236
Hudock, Inc. 510.00%0.01%0.01%Q4 2020Q3 20226
Sound Income Strategies, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
BlackRock Institutional Trust Company, N.A. 660.00%0.00%0.00%Q3 2015Q4 20166
ROOSEVELT INVESTMENT GROUP LLC 660.58%1.10%1.29%Q4 2018Q1 20206
Cardan Capital Partners, LLC 210.03%0.52%1.22%Q4 2015Q3 20216
DUDLEY & SHANLEY, INC. 660.08%0.09%0.10%Q3 2020Q4 20216
Invst, LLC 310.04%1.58%2.76%Q4 2019Q3 20236
Tortoise Investment Management, LLC 660.10%0.16%0.22%Q2 2022Q3 20236
Clarkston Capital Partners, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Journey Advisory Group, LLC 660.15%1.58%3.18%Q2 2022Q3 20236
CFO4Life, L.P. 510.74%3.28%4.58%Q4 2015Q4 20226
MORRIS FINANCIAL CONCEPTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Whitegate Investment Counselors, Inc. 660.13%0.13%0.14%Q4 2021Q1 20236
Frank, Rimerman Advisors LLC 420.05%0.07%0.08%Q2 2021Q3 20236
QS Investors, LLC 420.00%0.04%0.18%Q4 2015Q4 20186
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 550.00%0.00%0.00%Q3 2021Q3 20225
Annandale Capital, LLC 550.70%0.93%1.04%Q3 2022Q3 20235
Biltmore Capital Advisors LLC 410.04%0.08%0.20%Q3 2020Q4 20215
Fiduciary Trust Co International of Pennsylvania 210.13%0.51%0.82%Q4 2017Q1 20205
Coston, McIsaac & Partners 550.00%0.00%0.00%Q3 2022Q3 20235
BOSTON ADVISORS LLC 550.34%0.37%0.44%Q3 2018Q3 20195
FUKOKU MUTUAL LIFE INSURANCE Co 320.13%0.23%0.31%Q2 2019Q3 20205
Palo Capital, Inc. 410.29%0.36%0.42%Q4 2014Q4 20185
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.00%0.62%1.23%Q4 2021Q3 20235
CoreCap Advisors, LLC 550.02%0.40%0.50%Q4 2021Q4 20225
Colonial Trust Co / SC 550.02%0.10%0.16%Q3 2022Q3 20235
STRATEGIC WEALTH MANAGEMENT INC 553.91%4.41%4.61%Q4 2018Q4 20195
DT Investment Partners, LLC 550.09%0.20%0.30%Q2 2019Q2 20205
ARROW FINANCIAL CORP 320.00%0.01%0.01%Q2 2021Q4 20225
QCI ASSET MANAGEMENT INC/NY 550.02%0.02%0.03%Q3 2020Q3 20215
Hanlon Investment Management, Inc. 320.25%0.54%0.77%Q4 2019Q3 20235
Columbus Macro, LLC 320.11%0.53%0.94%Q4 2021Q3 20235
Petix & Botte Co 210.08%0.13%0.17%Q4 2019Q1 20225
Valmark Advisers, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.04%0.05%0.06%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.11%1.39%3.40%Q4 2022Q4 20235
Financial Architects, Inc 320.00%0.02%0.05%Q3 2019Q4 20215
OLD SECOND NATIONAL BANK OF AURORA 320.00%0.00%0.00%Q2 2021Q3 20225
Saratoga Research & Investment Management 210.02%0.08%0.18%Q1 2020Q3 20225
TCWP LLC 320.06%0.52%1.16%Q4 2021Q3 20235
Hoover Financial Advisors, Inc. 550.00%0.00%0.01%Q2 2020Q2 20215
CPWM, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Global Wealth Management Investment Advisory, Inc. 410.00%0.03%0.11%Q4 2018Q4 20205
DCM Advisors, LLC 550.16%0.17%0.18%Q3 2022Q3 20235
Surevest, LLC 550.89%1.42%2.18%Q4 2018Q4 20195
Virtu Financial LLC 210.01%0.11%0.23%Q2 2017Q3 20195
KENFARB & CO. 550.03%0.03%0.04%Q3 2022Q3 20235
Moneda S.A. Administradora General de Fondos 550.42%1.21%2.25%Q4 2019Q4 20205
S.C. Financial Services, Inc. 550.50%0.53%0.55%Q4 2021Q4 20225
KESTRA PRIVATE WEALTH SERVICES, LLC 320.01%0.02%0.05%Q2 2021Q3 20235
MARIPAU WEALTH MANAGEMENT LLC 550.22%1.71%4.15%Q3 2022Q3 20235
Blue Sky Asset Management, LLC 556.35%8.50%11.36%Q4 2019Q4 20205
Herold Advisors, Inc. 310.01%0.06%0.11%Q3 2021Q3 20235
Copperleaf Capital, LLC 322.23%2.76%3.76%Q1 2020Q3 20235
MUFG Americas Holdings Corp 550.00%0.00%0.00%Q3 2021Q3 20225
Elk River Wealth Management, LLC 552.08%2.11%2.17%Q3 2022Q3 20235
Curtis Advisory Group, LLC 320.10%0.40%1.07%Q3 2021Q2 20235
Veracity Capital LLC 310.10%0.19%0.26%Q1 2020Q3 20235
Wellesley Investment Partners, LLC 550.11%0.12%0.14%Q4 2018Q4 20195
Smart Portfolios, LLC 554.84%5.65%6.06%Q4 2018Q4 20195
Scissortail Wealth Management, LLC 411.85%2.88%6.19%Q1 2022Q2 20235
Avalon Investment & Advisory 550.03%0.03%0.03%Q1 2019Q1 20205
LEO BROKERAGE, LLC 210.06%0.65%1.18%Q3 2020Q2 20235
Frontier Wealth Management LLC 550.00%0.01%0.02%Q1 2021Q1 20225
WIN ADVISORS, INC 410.00%0.60%2.98%Q1 2022Q2 20235
Ruggie Capital Group 410.19%0.77%1.54%Q2 2018Q3 20195
Ifrah Financial Services, Inc. 410.14%0.17%0.23%Q3 2018Q3 20205
Progressive Investment Management Corp 550.05%0.05%0.05%Q3 2021Q3 20225
Paragon Wealth Strategies, LLC 551.43%5.99%8.22%Q4 2018Q4 20195
Aveo Capital Partners, LLC 320.04%0.25%0.72%Q4 2019Q3 20235
Vident Investment Advisory, LLC 310.02%0.03%0.04%Q4 2021Q2 20235
MOSELEY INVESTMENT MANAGEMENT INC 550.56%1.21%1.49%Q1 2019Q1 20205
PAX Financial Group, LLC 310.18%2.80%3.75%Q4 2019Q3 20235
AMERICAN NATIONAL BANK 550.10%0.10%0.11%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 310.04%0.05%0.08%Q1 2022Q3 20235
GREENWOOD GEARHART INC 550.04%0.04%0.05%Q3 2022Q3 20235
CREDIT AGRICOLE S A 550.02%0.05%0.07%Q4 2014Q4 20155
DAVENPORT & Co LLC 320.00%0.00%0.01%Q4 2021Q3 20235
Colonial River Wealth Management, LLC 320.13%0.18%0.22%Q4 2020Q1 20225
Baron Wealth Management LLC 5518.70%23.58%25.52%Q4 2022Q4 20235
Lavaca Capital LLC 310.02%0.07%0.11%Q1 2019Q3 20225
Hefty Wealth Partners 550.37%0.56%1.00%Q4 2015Q4 20165
BTR CAPITAL MANAGEMENT INC 310.02%0.03%0.04%Q4 2019Q4 20215
NOTTINGHAM ADVISORS, INC. 550.02%0.03%0.03%Q1 2021Q1 20225
Partnervest Advisory Services LLC 550.10%0.12%0.13%Q2 2018Q2 20195
Royal Harbor Partners, LLC 322.69%3.98%5.80%Q4 2019Q3 20235
BlueCrest Capital Management Ltd 410.01%0.03%0.09%Q1 2021Q2 20235
Financial Management Professionals, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
INTEGRATED CAPITAL MANAGEMENT, INC. 550.23%0.26%0.28%Q4 2018Q4 20195
Banque Cantonale Vaudoise 550.00%0.00%0.01%Q2 2022Q2 20235
Bangor Savings Bank 550.00%0.01%0.02%Q3 2022Q3 20235
HM PAYSON & CO 320.00%0.00%0.01%Q2 2022Q3 20235
GSA CAPITAL PARTNERS LLP 410.04%0.08%0.14%Q1 2021Q2 20235
Global Trust Asset Management, LLC 310.02%0.07%0.12%Q4 2019Q3 20234
Milestone Advisory Partners 441.56%2.13%3.20%Q3 2018Q2 20194
Beaumont Financial Advisors, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2022Q3 20234
Alaska Permanent Capital Management 220.14%0.35%0.58%Q1 2020Q3 20234
ROCKY MOUNTAIN ADVISERS, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.41%0.50%0.65%Q4 2022Q3 20234
CIDEL ASSET MANAGEMENT INC 440.01%0.01%0.01%Q1 2021Q4 20214
Ethos Financial Group, LLC 440.11%0.67%1.02%Q4 2022Q3 20234
Fortis Capital Management LLC 440.99%1.33%2.01%Q4 2022Q3 20234
Elite Wealth Management, Inc. 440.50%1.67%3.00%Q4 2015Q3 20164
Family Asset Management, LLC 441.76%3.08%3.89%Q4 2022Q3 20234
New Republic Capital, LLC 440.52%0.78%0.91%Q4 2022Q3 20234
Hollow Brook Wealth Management LLC 310.09%0.09%0.10%Q1 2022Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Neuberger Berman Group LLC 310.00%0.00%0.00%Q2 2021Q1 20234
Bruderman Asset Management, LLC 220.68%0.70%0.72%Q4 2020Q4 20214
VSR Financial Services, Inc. 440.03%0.05%0.07%Q3 2015Q2 20164
Laffer Tengler Investments, Inc. 440.07%0.07%0.07%Q3 2021Q2 20224
Lodestone Wealth Management LLC 440.33%0.90%1.38%Q4 2022Q3 20234
Breakwater Capital Group 441.03%1.10%1.16%Q4 2022Q3 20234
Buttonwood Financial Group, LLC 4410.84%12.21%14.44%Q1 2023Q4 20234
Capital One Investing, Inc. 441.21%1.31%1.42%Q4 2018Q3 20194
Leading Edge Financial Planning LLC 440.41%0.54%0.59%Q4 2022Q3 20234
One Charles Private Wealth Services, LLC 446.82%8.89%10.83%Q4 2019Q3 20204
SageView Advisory Group, LLC 440.51%0.73%1.30%Q4 2022Q3 20234
CWS Financial Advisors, LLC 310.09%0.10%0.10%Q2 2022Q3 20234
Lion Street Advisors, LLC 210.09%0.43%1.25%Q4 2019Q3 20234
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
CORA CAPITAL ADVISORS LLC 443.13%3.30%3.44%Q4 2022Q3 20234
Straight Path Wealth Management 440.88%1.38%1.71%Q4 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.02%Q4 2022Q3 20234
Arlington Partners LLC 440.01%0.06%0.18%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 441.64%1.70%1.77%Q4 2022Q3 20234
Fairhaven Wealth Management, LLC 210.08%0.10%0.11%Q4 2021Q3 20234
TRUE Private Wealth Advisors 310.22%0.30%0.33%Q1 2020Q3 20234
Advocacy Wealth Management Services, LLC 440.23%0.24%0.24%Q4 2022Q3 20234
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20234
Resurgent Financial Advisors LLC 440.02%0.27%0.45%Q4 2022Q3 20234
Daniels&Tansey,LLP 440.08%0.11%0.13%Q2 2021Q1 20224
SEI INVESTMENTS CO 210.00%0.00%0.00%Q2 2016Q2 20184
Pallas Capital Advisors LLC 220.04%0.16%0.33%Q2 2022Q3 20234
Northside Capital Management, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
Leucadia National 440.01%0.03%0.06%Q4 2022Q3 20234
COMMERCE BANK 440.00%0.00%0.00%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.16%0.38%0.48%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 440.02%0.03%0.06%Q4 2022Q3 20234
Millington Financial Advisors, LLC 442.10%2.18%2.26%Q4 2022Q3 20234
Truadvice, LLC 310.09%0.77%1.41%Q3 2020Q3 20234
Claro Advisors LLC 440.13%0.34%0.56%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.16%1.19%1.57%Q4 2022Q3 20234
Verdence Capital Advisors LLC 440.04%0.06%0.09%Q4 2022Q3 20234
SHINE INVESTMENT ADVISORY SERVICES INC 443.50%5.77%7.14%Q4 2019Q3 20204
Syntegra Private Wealth Group, LLC 440.17%0.22%0.25%Q4 2022Q3 20234
First Heartland Consultants, Inc. 310.06%0.10%0.14%Q1 2020Q3 20234
Glenview Trust Co 310.01%0.02%0.03%Q2 2020Q3 20234
KAVAR CAPITAL PARTNERS GROUP, LLC 440.04%0.05%0.06%Q1 2021Q4 20214
FIRETHORN WEALTH PARTNERS, LLC 310.27%3.65%5.18%Q4 2020Q3 20234
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 440.56%2.59%5.18%Q4 2022Q3 20234
QUATTRO FINANCIAL ADVISORS LLC 210.06%1.73%2.34%Q1 2017Q3 20234
FIDUCIARY TRUST CO 310.00%0.01%0.02%Q1 2022Q3 20234
Carnegie Capital Asset Management, LLC 440.06%0.14%0.28%Q4 2022Q3 20234
Ergawealth Advisors, Inc. 440.74%0.80%0.91%Q4 2022Q3 20234
NEIRG Wealth Management, LLC 440.06%0.08%0.09%Q4 2021Q3 20224
Fidelis Capital Partners, LLC 441.44%1.60%1.73%Q4 2022Q3 20234
Faithward Advisors, LLC 310.00%0.00%0.01%Q4 2021Q3 20234
STRATEGY ASSET MANAGERS LLC 220.05%0.06%0.06%Q3 2020Q3 20234
Certified Advisory Corp 440.01%0.02%0.03%Q4 2017Q3 20184
Carr Financial Group Corp 440.81%0.85%0.96%Q4 2022Q3 20234
SILVERHAWK ASSET MANAGEMENT, LLC 315.26%8.08%9.22%Q4 2021Q2 20234
True Wealth Design, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
Lighthouse Financial Advisors, Inc. 440.16%0.19%0.21%Q2 2020Q1 20214
Claraphi Advisory Network, LLC 441.44%1.74%2.27%Q1 2022Q4 20224
GIRARD PARTNERS LTD. 440.02%0.03%0.03%Q3 2022Q2 20234
Secure Asset Management, LLC 310.10%0.21%0.26%Q4 2021Q3 20234
VitalStone Financial, LLC 440.00%0.22%0.86%Q4 2022Q3 20234
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.01%1.58%3.20%Q2 2020Q1 20214
SigFig Wealth Management, LLC 310.03%0.23%0.38%Q1 2020Q3 20234
Corient Private Wealth LLC 440.23%0.24%0.28%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.09%0.12%Q4 2022Q3 20234
ALPS ADVISORS INC 440.27%0.30%0.34%Q4 2017Q3 20184
KARLINSKI ANDREW C 440.36%0.47%0.62%Q4 2021Q3 20224
Invesco Ltd. 210.00%0.00%0.00%Q4 2018Q2 20204
Renaissance Technologies 220.00%0.00%0.01%Q3 2021Q2 20234
Worth Financial Advisory Group, LLC 443.23%3.29%3.43%Q4 2022Q3 20234
USCA RIA LLC 310.05%0.21%0.32%Q2 2019Q4 20204
Palisade Asset Management, LLC 440.03%0.03%0.03%Q2 2021Q1 20224
Arcadia Wealth Management, LLC 440.29%0.55%0.69%Q4 2022Q3 20234
Raleigh Capital Management Inc. 310.02%0.79%1.15%Q4 2021Q3 20234
Facet Wealth, Inc. 4411.23%11.53%11.81%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Horst & Graben Wealth Management LLC 311.78%4.84%6.70%Q1 2020Q3 20234
Latitude Advisors, LLC 310.07%0.16%0.20%Q1 2022Q3 20234
SVA Wealth Management, LLC 440.06%0.07%0.08%Q1 2020Q4 20204
Sonoma Private Wealth LLC 440.93%1.01%1.06%Q4 2022Q3 20234
Dentgroup LLC 441.10%1.30%1.52%Q1 2023Q4 20234
PALO ALTO WEALTH ADVISORS, LLC 446.78%7.56%8.22%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.17%0.18%0.18%Q4 2022Q3 20234
Eudaimonia Partners, LLC 210.05%0.08%0.11%Q4 2019Q2 20234
Freedom Investment Management, Inc. 220.03%0.03%0.03%Q2 2022Q2 20234
Vertex Planning Partners, LLC 440.26%0.73%1.00%Q4 2022Q3 20234
VIAWEALTH, LLC 440.98%1.25%1.96%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.18%0.47%0.77%Q4 2022Q3 20234
TCG Advisors, LP 220.02%1.38%3.64%Q1 2019Q2 20204
Vista Private Wealth Partners. LLC 311.06%1.24%1.62%Q4 2020Q4 20214
Melone Private Wealth, LLC 440.42%0.59%0.90%Q4 2021Q3 20224
Crown Wealth Group, LLC 310.57%3.68%5.32%Q4 2021Q3 20234
DFPG INVESTMENTS, LLC 330.02%0.22%0.33%Q1 2023Q3 20233
Hoxton Planning & Management, LLC 332.48%3.19%3.75%Q1 2023Q3 20233
DOHJ, LLC 210.18%0.19%0.20%Q4 2019Q3 20203
Advanced Asset Management Advisors Inc 110.04%0.05%0.07%Q1 2018Q4 20223
Clear Creek Financial Management, LLC 210.11%0.17%0.30%Q2 2020Q3 20233
L & S Advisors Inc 330.12%0.14%0.18%Q1 2023Q3 20233
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q1 2022Q3 20233
EWA, LLC 333.08%3.33%3.63%Q1 2023Q3 20233
Strategic Wealth Partners, Ltd. 330.05%0.07%0.09%Q3 2022Q1 20233
Novak Financial Planning, LLC 330.97%1.00%1.03%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ETRADE Capital Management LLC 330.01%0.53%0.97%Q4 2019Q2 20203
BAKER TILLY WEALTH MANAGEMENT, LLC 330.09%0.20%0.26%Q1 2023Q3 20233
Scarborough Advisors, LLC 331.42%2.02%2.64%Q1 2023Q3 20233
SouthState Corp 330.00%0.01%0.02%Q2 2022Q4 20223
Sullivan, Bruyette, Speros & Blaney, LLC 330.04%0.04%0.04%Q3 2020Q1 20213
PrairieView Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.33%0.37%0.41%Q1 2023Q3 20233
Spotlight Asset Group, Inc. 330.25%0.35%0.52%Q4 2019Q2 20203
OLD MISSION CAPITAL LLC 110.03%0.04%0.05%Q4 2019Q2 20223
ENZI WEALTH 330.11%0.24%0.38%Q3 2022Q1 20233
Beacon Pointe Wealth Advisors, LLC 330.06%0.07%0.08%Q1 2019Q3 20193
Community Bank, N.A. 330.00%0.01%0.01%Q4 2020Q2 20213
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20223
Ballentine Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Copperwynd Financial, LLC 212.01%2.06%2.12%Q3 2018Q2 20193
Global Financial Private Capital, Inc 330.00%0.94%1.83%Q4 2018Q2 20193
Commonwealth Retirement Investments LLC 331.11%1.19%1.26%Q1 2023Q3 20233
Mayflower Financial Advisors, LLC 330.86%1.13%1.35%Q1 2023Q3 20233
VIVID FINANCIAL MANAGEMENT, INC. 330.19%4.12%6.45%Q4 2019Q2 20203
Keystone Financial Services 337.11%8.61%9.53%Q1 2023Q3 20233
Blue Edge Capital, LLC 330.78%1.19%1.57%Q1 2023Q3 20233
Cadence Bank 330.02%0.02%0.02%Q1 2023Q3 20233
Country Club Trust Company, n.a. 330.03%0.04%0.05%Q1 2018Q3 20183
Coastal Bridge Advisors, LLC 210.16%0.18%0.21%Q3 2019Q2 20203
BBVA USA Bancshares, Inc. 330.03%0.04%0.04%Q1 2018Q3 20183
BigSur Wealth Management LLC 210.24%0.60%0.80%Q1 2021Q3 20233
Northwest Capital Management Inc 330.11%0.46%0.64%Q1 2023Q3 20233
Bleakley Financial Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Tower View Wealth Management LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Future Financial Wealth Managment LLC 210.06%0.17%0.36%Q4 2020Q1 20223
Quadrant Private Wealth Management, LLC 330.27%0.30%0.33%Q1 2023Q3 20233
Bryn Mawr Capital Management, LLC 330.20%0.64%0.97%Q1 2023Q3 20233
Truepoint, Inc. 330.02%0.02%0.03%Q1 2019Q3 20193
Williams Financial, LLC 333.26%3.79%4.24%Q1 2023Q3 20233
Brown Miller Wealth Management, LLC 210.22%0.24%0.28%Q4 2020Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 210.00%0.04%0.07%Q2 2022Q1 20233
Wealth & Pension Services Group, Inc. 330.33%0.43%0.59%Q1 2019Q3 20193
Investment Research & Advisory Group, Inc. 210.00%0.01%0.03%Q1 2020Q1 20213
Kraft, Davis & Associates, LLC 210.89%1.72%2.19%Q4 2022Q3 20233
Summit Financial Wealth Advisors, LLC 330.14%0.15%0.16%Q2 2019Q4 20193
Roof Eidam Maycock Peralta, LLC 332.41%3.18%3.82%Q2 2020Q4 20203
Simplicity Wealth,LLC 331.50%1.56%1.66%Q1 2023Q3 20233
RETIREMENT CAPITAL STRATEGIES 330.41%1.25%2.77%Q2 2019Q4 20193
ORG Partners LLC 330.15%1.00%1.56%Q1 2023Q3 20233
Curi Wealth Management, LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Solidarity Wealth, LLC 330.17%0.21%0.25%Q1 2022Q3 20223
Western Financial Corp/CA 330.27%0.33%0.37%Q1 2023Q3 20233
CAHILL FINANCIAL ADVISORS INC 210.01%0.22%0.60%Q3 2021Q3 20233
Centric Wealth Management 330.45%0.46%0.46%Q1 2022Q3 20223
Legacy Financial Group LLC 331.75%2.22%2.81%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 332.55%2.86%3.17%Q1 2023Q3 20233
Ahrens Investment Partners LLC 330.21%0.32%0.40%Q3 2022Q1 20233
Legacy Capital Wealth Partners, LLC 333.29%3.37%3.46%Q1 2022Q3 20223
Gilbert & Cook, Inc. 330.78%0.82%0.87%Q1 2018Q3 20183
SIENA CAPITAL LLC 330.04%0.05%0.08%Q1 2022Q3 20223
RCS Financial Planning, LLC 331.32%1.49%1.62%Q1 2023Q3 20233
COLLECTIVE FAMILY OFFICE LLC 330.13%0.26%0.38%Q1 2022Q3 20223
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 334.57%5.19%5.77%Q1 2023Q3 20233
Semus Wealth Partners LLC 330.39%0.46%0.52%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.14%0.24%Q4 2022Q3 20233
BlackDiamond Wealth Management, LLC 332.44%3.81%4.84%Q1 2023Q3 20233
JB Capital LLC 335.96%7.05%7.80%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Lineweaver Wealth Advisors, LLC 337.40%7.63%7.77%Q1 2023Q3 20233
GRIES FINANCIAL LLC 333.66%4.46%4.89%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.00%0.26%0.43%Q4 2022Q3 20233
CALIBER WEALTH MANAGEMENT, LLC 334.22%7.05%8.51%Q1 2023Q3 20233
Gunma Bank,Ltd. 331.61%1.77%1.93%Q2 2021Q4 20213
MKT Advisors LLC 330.31%0.32%0.32%Q1 2023Q3 20233
10-15 ASSOCIATES, INC. 330.28%0.37%0.53%Q1 2020Q3 20203
JANUS HENDERSON GROUP PLC 330.01%0.01%0.01%Q3 2016Q1 20173
UBS AG 330.02%0.03%0.03%Q1 2014Q3 20143
EFG Asset Management (Americas) Corp. 330.61%1.62%2.25%Q3 2016Q1 20173
Yoder Wealth Management, Inc. 335.62%5.74%5.86%Q1 2023Q3 20233
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q2 2022Q4 20223
W ADVISORS, LLC 331.05%1.20%1.30%Q1 2023Q3 20233
FineMark National Bank & Trust 330.01%0.01%0.01%Q4 2020Q2 20213
Detalus Advisors, LLC 335.25%5.66%6.33%Q1 2023Q3 20233
West Wealth Group, LLC 338.16%10.72%12.13%Q1 2023Q3 20233
Fiduciary Alliance LLC 210.04%0.08%0.09%Q4 2022Q3 20233
Pacifica Partners Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
My Legacy Advisors, LLC 331.64%1.72%1.84%Q1 2023Q3 20233
Semmax Financial Advisors Inc. 210.01%0.23%0.47%Q4 2018Q3 20233
HARBOR INVESTMENT ADVISORY, LLC 330.01%0.04%0.09%Q1 2023Q3 20233
TNF LLC 334.88%5.36%5.76%Q1 2023Q3 20233
FundX Investment Group, LLC 215.03%7.09%10.86%Q1 2016Q4 20213
CHOREO, LLC 330.52%0.61%0.76%Q1 2023Q3 20233
Tevis Investment Management 330.09%0.12%0.17%Q1 2022Q3 20223
Park Place Capital Corp 330.05%0.05%0.05%Q1 2023Q3 20233
CPA Asset Management LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Prosperity Planning, Inc. 330.09%0.10%0.11%Q1 2023Q3 20233
Activest Wealth Management 210.02%0.03%0.03%Q3 2022Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 210.04%0.05%0.08%Q4 2021Q3 20233
CUE ADVISORY SERVICES, INC. 331.14%1.17%1.24%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.12%0.14%0.15%Q1 2023Q3 20233
Hobart Private Capital, LLC 330.25%0.32%0.36%Q1 2023Q3 20233
Summit Global Investments 330.33%0.42%0.56%Q2 2021Q4 20213
Sovereign Financial Group, Inc. 330.47%0.58%0.64%Q1 2023Q3 20233
FORTE ASSET MANAGEMENT LLC 333.33%3.96%4.98%Q1 2023Q3 20233
THEORY FINANCIAL LLC 332.14%2.30%2.48%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.50%1.17%1.64%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.07%0.64%1.34%Q1 2023Q3 20233
ALLSTATE CORP 210.12%1.67%3.54%Q3 2016Q3 20233
LWMG, LLC 330.09%0.12%0.13%Q1 2023Q3 20233
Centurion Wealth Management LLC 332.14%2.39%2.59%Q1 2023Q3 20233
HAZLETT, BURT & WATSON, INC. 210.03%0.03%0.04%Q1 2022Q3 20233
Beacon Capital Management, Inc. 110.00%0.00%0.01%Q2 2018Q4 20223
Wealth Alliance 331.87%2.09%2.24%Q1 2023Q3 20233
Argent Wealth Management LLC 331.50%2.02%2.32%Q4 2019Q2 20203
Plante Moran Financial Advisors, LLC 110.00%0.01%0.02%Q3 2018Q1 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
LANDAAS & CO /WI /ADV 333.61%6.07%8.52%Q1 2023Q3 20233
Private Advisory Group LLC 210.25%0.34%0.53%Q1 2017Q1 20193
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 330.05%0.05%0.06%Q1 2023Q3 20233
Castleview Partners, LLC 210.01%0.05%0.07%Q4 2021Q3 20233
One Wealth Advisors, LLC 333.04%3.52%3.90%Q1 2023Q3 20233
CLOVERFIELDS CAPITAL GROUP, LP 330.10%0.14%0.19%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.68%0.70%0.71%Q4 2021Q2 20223
Hills Bank & Trust Co 330.02%0.02%0.02%Q2 2020Q4 20203
Beverly Hills Private Wealth, LLC 330.25%0.30%0.34%Q1 2023Q3 20233
Nuveen Asset Management, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
MCIA Inc 334.45%4.98%5.86%Q4 2019Q2 20203
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.01%Q1 2021Q3 20213
BlackRock Investment Management, LLC 330.00%0.01%0.01%Q2 2016Q4 20163
Compton Financial Group, LLC 223.08%3.19%3.29%Q3 2021Q4 20212
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q4 2019Q1 20202
Moss Adams Wealth Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
APPLETON PARTNERS INC/MA 220.02%0.03%0.03%Q2 2022Q3 20222
BNP PARIBAS FINANCIAL MARKETS 220.00%0.01%0.01%Q2 2023Q3 20232
Gyon Technologies Capital Management, LP 220.11%0.15%0.19%Q1 2022Q2 20222
SWMG, LLC 224.63%5.03%5.42%Q1 2023Q2 20232
LAZARD ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q3 2021Q4 20212
PIN OAK INVESTMENT ADVISORS INC 220.01%0.02%0.02%Q1 2018Q2 20182
WealthBridge Capital Management, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Pacific Sage Partners, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Tuttle Capital Management, LLC 110.26%0.44%0.62%Q4 2019Q2 20202
Fortis Group Advisors, LLC 110.28%0.30%0.33%Q3 2020Q2 20232
Certus Wealth Management, LLC 222.36%3.19%4.02%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.23%0.29%0.35%Q1 2023Q2 20232
CAMDEN NATIONAL BANK 220.06%0.07%0.08%Q2 2023Q3 20232
Alpha Financial Partners, LLC 220.51%0.66%0.82%Q2 2023Q3 20232
W.H. Cornerstone Investments Inc. 221.72%2.00%2.28%Q2 2023Q3 20232
Strategic Equity Management 223.16%3.27%3.39%Q4 2021Q1 20222
PROVENCE WEALTH MANAGEMENT GROUP 222.70%2.72%2.74%Q2 2023Q3 20232
Modus Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20212
Keystone Wealth Services, LLC 221.44%1.59%1.73%Q2 2023Q3 20232
HBC Financial Services, PLLC 220.01%0.01%0.01%Q2 2023Q3 20232
Procyon Advisors, LLC 220.09%0.12%0.15%Q4 2021Q1 20222
UNION SAVINGS BANK 220.05%0.05%0.05%Q2 2023Q3 20232
Watson Rebecca 110.06%2.55%5.05%Q4 2019Q2 20202
Planned Solutions, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
WCG Wealth Advisors LLC 220.54%0.69%0.83%Q2 2023Q3 20232
Connectus Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Investors Capital Advisory Services 220.11%0.14%0.16%Q1 2016Q2 20162
C2C Wealth Management, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q3 2019Q4 20192
CGC Financial Services, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Members Trust Co 110.01%0.01%0.02%Q3 2022Q2 20232
Mill Creek Capital Advisors, LLC 110.01%0.49%0.97%Q1 2023Q3 20232
Sentinus, LLC 223.90%3.97%4.04%Q1 2023Q2 20232
Retireful, LLC 110.54%1.87%3.20%Q1 2023Q3 20232
Itau Unibanco Holding S.A. 110.00%0.01%0.03%Q4 2019Q1 20222
Successful Portfolios LLC 220.18%0.38%0.56%Q4 2019Q1 20202
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.04%0.09%Q1 2022Q4 20222
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2020Q4 20202
QUEST CAPITAL MANAGEMENT INC /ADV 220.13%0.20%0.27%Q3 2021Q4 20212
Elevated Capital Advisors, LLC 222.97%3.00%3.02%Q2 2023Q3 20232
STUDIO INVESTMENT MANAGEMENT LLC 220.24%0.26%0.28%Q4 2021Q1 20222
Leicht Financial Planning & Wealth Management, Inc. 222.30%3.22%4.15%Q4 2019Q1 20202
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q3 20232
Willis Johnson & Associates, Inc. 220.03%0.03%0.04%Q2 2023Q3 20232
CHANNEL WEALTH LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Legacy Advisors, LLC 220.04%0.06%0.08%Q4 2021Q1 20222
WADE G W & INC 220.01%0.01%0.01%Q2 2022Q3 20222
Spectrum Asset Management, Inc. (NB/CA) 222.30%2.45%2.61%Q2 2020Q3 20202
HBW ADVISORY SERVICES LLC 220.05%0.09%0.14%Q2 2023Q3 20232
MOULTON WEALTH MANAGEMENT, INC 222.15%2.31%2.48%Q3 2021Q4 20212
Halpern Financial, Inc. 110.00%0.01%0.01%Q1 2020Q2 20222
Visionary Asset Management, Inc. 110.08%0.11%0.14%Q2 2018Q4 20182
Kohmann Bosshard Financial Services, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q2 20202
ARS Wealth Advisors, LLC 221.73%1.77%1.81%Q1 2021Q2 20212
DONALDSON CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
TEXAS CAPITAL BANCSHARES INC/TX 220.45%0.86%1.28%Q1 2019Q2 20192
Per Stirling Capital Management, LLC. 220.75%0.79%0.82%Q2 2023Q3 20232
Virtue Capital Management, LLC 110.00%0.11%0.21%Q1 2018Q4 20192
Urban Wealth Management, LLC 110.03%3.51%6.99%Q4 2020Q2 20222
Pinnacle Family Advisors, LLC 220.29%0.32%0.34%Q2 2023Q3 20232
Delta Investment Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.30%0.34%0.39%Q2 2023Q3 20232
Muzinich & Co., Inc. 220.02%0.04%0.06%Q4 2018Q1 20192
Anfield Capital Management, LLC 110.06%0.07%0.07%Q4 2019Q2 20212
Strategic Investment Advisors / MI 220.79%1.17%1.55%Q4 2018Q1 20192
Banco BTG Pactual S.A. 110.16%0.24%0.33%Q4 2022Q2 20232
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2021Q2 20222
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q4 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Concert Wealth Management Inc. 110.17%0.22%0.26%Q3 2016Q1 20172
Mason & Associates Inc 220.18%0.56%0.93%Q4 2021Q1 20222
Financial Services Advisory Inc 110.08%0.93%1.78%Q3 2021Q3 20232
Alpha DNA Investment Management LLC 220.02%0.04%0.05%Q4 2020Q1 20212
Cynosure Group, LLC 222.02%2.04%2.07%Q2 2023Q3 20232
CITY HOLDING CO 220.01%0.01%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.09%0.10%0.12%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Elo Mutual Pension Insurance Co 220.95%1.34%1.73%Q2 2020Q3 20202
Polaris Wealth Advisory Group, LLC 220.17%0.61%1.04%Q1 2020Q2 20202
BHK Investment Advisors, LLC 220.16%0.16%0.17%Q3 2018Q4 20182
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q2 20202
Calamos Wealth Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Providence First Trust Co 220.15%0.15%0.15%Q2 2023Q3 20232
WHALEROCK POINT PARTNERS, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
SPINNAKER TRUST 220.25%0.33%0.41%Q1 2022Q2 20222
Tempus Wealth Planning, LLC 220.10%0.13%0.17%Q2 2023Q3 20232
OmniStar Financial Group, Inc. 220.29%0.41%0.52%Q4 2019Q1 20202
Headlands Technologies LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Axim Planning & Wealth 220.01%0.01%0.02%Q2 2022Q3 20222
REGIMEN WEALTH, LLC 220.84%1.01%1.18%Q2 2023Q3 20232
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20222
Russell Investments Group, Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
BAR HARBOR TRUST SERVICES 220.07%0.07%0.07%Q3 2021Q4 20212
Wealthspire Advisors, L.P. 110.00%0.00%0.01%Q1 2017Q1 20192
TruWealth Advisors, LLC 220.02%0.04%0.05%Q2 2022Q3 20222
Authentikos Wealth Advisory, LLC 220.22%0.22%0.23%Q2 2023Q3 20232
Tri-Star Advisors Inc. 220.21%0.23%0.24%Q3 2020Q4 20202
Madrona Financial Services, LLC 220.94%1.95%2.95%Q2 2023Q3 20232
ACCURATE INVESTMENT SOLUTIONS, INC. 220.18%0.34%0.49%Q4 2019Q1 20202
FFG RETIREMENT ADVISORS LLC 223.34%4.54%5.73%Q2 2023Q3 20232
Wealthfront Advisers LLC 110.00%0.00%0.00%Q1 2023Q3 20232
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.08%0.17%0.25%Q1 2023Q2 20232
MGO Private Wealth, LLC 220.16%0.16%0.16%Q3 2022Q4 20222
Aprio Wealth Management, LLC 110.07%0.11%0.15%Q4 2022Q3 20232
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Bienville Capital Management, LLC 220.67%0.77%0.87%Q2 2022Q3 20222
One Capital Management, LLC 110.02%0.09%0.17%Q1 2022Q3 20232
3D/L Capital Management, LLC 220.09%0.11%0.13%Q1 2023Q2 20232
Allie Family Office LLC 220.16%0.17%0.18%Q2 2023Q3 20232
Lenox Wealth Management, Inc. 220.03%0.03%0.04%Q4 2019Q1 20202
Par Capital Management 226.68%6.70%6.71%Q3 2022Q4 20222
SPX Gestao de Recursos Ltda 223.96%4.06%4.16%Q3 2016Q4 20162
FRONTIER INVESTMENT MGMT CO 221.28%1.41%1.53%Q1 2020Q2 20202
Fortune Financial Advisors, LLC 220.32%0.33%0.33%Q2 2023Q3 20232
MURPHY CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q4 2021Q1 20222
BEACON INVESTMENT ADVISORY SERVICES, INC. 220.03%0.03%0.04%Q3 2017Q4 20172
Stelac Advisory Services LLC 220.34%0.37%0.40%Q2 2023Q3 20232
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2019Q2 20222
STRINGER ASSET MANAGEMENT, LLC 110.27%0.54%0.81%Q1 2020Q3 20202
RESOURCE CONSULTING GROUP INC 222.13%6.78%11.42%Q2 2023Q3 20232
DERBY & COMPANY, INC 220.43%0.46%0.50%Q4 2019Q1 20202
Sumitomo Mitsui Trust Holdings, Inc. 220.02%0.02%0.02%Q1 2020Q2 20202
D. SCOTT NEAL, INC. 220.93%0.98%1.04%Q4 2017Q1 20182
Gallagher Fiduciary Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q1 2017Q4 20202
New England Private Wealth Advisors LLC 220.04%0.04%0.04%Q1 2021Q2 20212
PFG Investments, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
GoalVest Advisory LLC 220.01%0.01%0.01%Q3 2023Q4 20232
BMS Financial Advisors, LLC 221.52%2.17%2.82%Q1 2023Q2 20232
Parcion Private Wealth LLC 220.08%0.11%0.15%Q4 2019Q1 20202
CABANA LLC 110.01%0.01%0.02%Q4 2019Q2 20202
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.02%0.02%Q3 2021Q4 20212
Grove Bank & Trust 110.00%0.00%0.01%Q1 2023Q3 20232
Dana Investment Advisors, Inc. 220.01%0.01%0.02%Q4 2021Q1 20222
Horan Capital Advisors, LLC. 110.08%0.10%0.11%Q3 2020Q4 20212
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q2 2021Q3 20212
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Smith, Salley & Associates 220.12%0.13%0.13%Q3 2021Q4 20212
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q1 2018Q4 20182
Advisor Resource Council 220.03%0.09%0.14%Q3 2021Q4 20212
Windsor Advisory Group, LLC 220.63%0.64%0.64%Q4 2022Q1 20232
Transamerica Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2015Q1 20162
Disciplined Investments, LLC 220.02%0.12%0.21%Q2 2023Q3 20232
PRING TURNER CAPITAL GROUP INC 220.13%0.15%0.18%Q2 2023Q3 20232
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q1 2022Q3 20232
Astor Investment Management LLC 224.30%6.04%7.78%Q4 2018Q1 20192
JD Financial Services Inc. 220.28%0.29%0.30%Q4 2020Q1 20212
INTERACTIVE FINANCIAL ADVISORS, INC. 223.33%4.67%6.02%Q2 2023Q3 20232
WEST BANCORPORATION INC 220.00%0.02%0.03%Q4 2021Q1 20222
Focused Wealth Management, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Sandy Cove Advisors, LLC 220.08%0.08%0.09%Q4 2021Q1 20222
Summit Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Harfst & Associates, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
BROWN WEALTH MANAGEMENT, LLC 113.24%3.24%3.24%Q3 2023Q3 20231
Wright Fund Management, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Cascadia Advisory Services, LLC 110.72%0.72%0.72%Q4 2019Q4 20191
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2023Q1 20231
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
EdgeRock Capital LLC 115.11%5.11%5.11%Q3 2023Q3 20231
Annex Advisory Services, LLC 110.72%0.72%0.72%Q3 2023Q3 20231
BOYS ARNOLD & CO INC 110.06%0.06%0.06%Q1 2020Q1 20201
NOMURA HOLDINGS INC 110.06%0.06%0.06%Q2 2021Q2 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2020Q4 20201
Redwood Investment Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Northstar Advisory Group, LLC 110.25%0.25%0.25%Q3 2021Q3 20211
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Tibra Equities Europe Ltd 113.64%3.64%3.64%Q3 2020Q3 20201
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2023Q2 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
STALEY CAPITAL ADVISERS INC 110.02%0.02%0.02%Q2 2023Q2 20231
BEDEL FINANCIAL CONSULTING INC 110.54%0.54%0.54%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Vident Advisory, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Ipsen Advisor Group LLC 111.94%1.94%1.94%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.01%0.01%0.01%Q3 2023Q3 20231
Columbia Trust Co 01012016 110.78%0.78%0.78%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Claybrook Capital, LLC 112.51%2.51%2.51%Q4 2018Q4 20181
HC Advisors, LLC 111.36%1.36%1.36%Q1 2020Q1 20201
Ergoteles LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Allegis Investment Advisors, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GSG Advisors LLC 112.34%2.34%2.34%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
HC FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q2 2022Q2 20221
Price Capital Management, Inc. 111.27%1.27%1.27%Q4 2017Q4 20171
Clarity Financial LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PGIM Custom Harvest LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ardent Capital Management, Inc. 110.51%0.51%0.51%Q3 2023Q3 20231
Essex LLC 110.11%0.11%0.11%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CATALYST PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
RGT Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.69%0.69%0.69%Q4 2020Q4 20201
Vision Capital Management, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Derbend Asset Management 112.83%2.83%2.83%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.88%0.88%0.88%Q3 2023Q3 20231
Black Swift Group, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
James Hambro & Partners 110.02%0.02%0.02%Q4 2022Q4 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Winthrop Advisory Group LLC 110.16%0.16%0.16%Q3 2020Q3 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Burns Matteson Capital Management, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Sequoia Wealth Management, LLC 110.62%0.62%0.62%Q3 2019Q3 20191
Granite Bay Wealth Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 111.54%1.54%1.54%Q3 2023Q3 20231
Gould Capital, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
PANORAMIC INVESTMENT ADVISORS, LLC 113.37%3.37%3.37%Q3 2023Q3 20231
Strategic Asset Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.07%0.07%0.07%Q4 2021Q4 20211
Morton Brown Family Wealth, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
FIL Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
BEACON FINANCIAL GROUP 110.17%0.17%0.17%Q3 2023Q3 20231
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q2 2023Q2 20231
Beacon Bridge Wealth Partners, LLC 113.60%3.60%3.60%Q3 2023Q3 20231
Capital Square, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
Angeles Investment Advisors, LLC 113.68%3.68%3.68%Q1 2023Q1 20231
Glass Jacobson Investment Advisors llc 110.05%0.05%0.05%Q3 2023Q3 20231
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q4 2021Q4 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Rooted Wealth Advisors, Inc. 111.38%1.38%1.38%Q4 2022Q4 20221
M. Kulyk & Associates, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Trellis Advisors, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
FIRST HAWAIIAN BANK 110.09%0.09%0.09%Q1 2023Q1 20231
Shilanski & Associates, Inc. 110.56%0.56%0.56%Q3 2022Q3 20221
GREENUP STREET WEALTH MANAGEMENT LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Farmers & Merchants Trust Co of Chambersburg PA 110.07%0.07%0.07%Q1 2022Q1 20221
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Round Table Services, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q3 2019Q3 20191
ADE, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
HAP Trading, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Versant Capital Management, Inc 110.03%0.03%0.03%Q4 2023Q4 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PLANNING DIRECTIONS INC 1110.78%10.78%10.78%Q1 2020Q1 20201
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cavalier Investments, LLC 110.52%0.52%0.52%Q4 2020Q4 20201
AWM CAPITAL, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Quantinno Capital Management LP 110.03%0.03%0.03%Q2 2023Q2 20231
Y.D. More Investments Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
Cox Capital Mgt LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Kerntke Otto McGlone Wealth Management Group 110.03%0.03%0.03%Q4 2022Q4 20221
UBS OCONNOR LLC 110.20%0.20%0.20%Q1 2016Q1 20161
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.11%0.11%0.11%Q1 2019Q1 20191
Signify Wealth 112.06%2.06%2.06%Q3 2023Q3 20231
Stuart Chaussee & Associates, Inc. 110.30%0.30%0.30%Q1 2021Q1 20211
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Menard Financial Group LLC 113.47%3.47%3.47%Q4 2019Q4 20191
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GREENWOOD CAPITAL ASSOCIATES LLC 110.71%0.71%0.71%Q4 2015Q4 20151
GM Advisory Group, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Eaton Financial Holdings Company, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
RiverGlades Family Offices LLC 114.37%4.37%4.37%Q4 2018Q4 20181
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
West Tower Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Cornerstone Retirement Group, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 111.59%1.59%1.59%Q3 2023Q3 20231
Blue Zone Wealth Advisors, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
B, B, H, & B INC. 110.00%0.00%0.00%Q4 2020Q4 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2019Q2 20191
Banco Santander, S.A. 110.07%0.07%0.07%Q3 2023Q3 20231
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Adams Wealth Management 111.57%1.57%1.57%Q4 2019Q4 20191
Squarepoint Ops LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NOMURA ASSET MANAGEMENT CO LTD 110.03%0.03%0.03%Q4 2021Q4 20211
Sage Capital Advisors,llc 110.30%0.30%0.30%Q1 2020Q1 20201
Modera Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Providence Capital Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Archvest Wealth Advisors, Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BURNEY CO/ 110.01%0.01%0.01%Q4 2018Q4 20181
Kessler Investment Group, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Single Point Partners, LLC 110.83%0.83%0.83%Q2 2023Q2 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Freedman Financial Associates, Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2019Q3 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.30%0.30%0.30%Q3 2023Q3 20231
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q1 2018Q1 20181
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Lake Point Wealth Management 110.77%0.77%0.77%Q4 2018Q4 20181
Carlson Capital Management 110.06%0.06%0.06%Q1 2022Q1 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
XR Securities LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Highland Private Wealth Management 110.05%0.05%0.05%Q3 2022Q3 20221
Quantbot Technologies LP 110.01%0.01%0.01%Q3 2022Q3 20221
SYNTAX RESEARCH, INC. 110.26%0.26%0.26%Q3 2023Q3 20231
Clearstead Trust, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Biltmore Family Office, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
RB Capital Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Fortis Capital Advisors, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Masso Torrence Wealth Management Inc. 111.33%1.33%1.33%Q4 2021Q4 20211
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUEWEALTH LLC 110.09%0.09%0.09%Q4 2017Q4 20171
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.06%0.06%0.06%Q3 2023Q3 20231
Verition Fund Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
New Harbor Financial Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
First Bank & Trust 110.00%0.00%0.00%Q4 2019Q4 20191
Spruce Investment Advisors LLC 112.81%2.81%2.81%Q2 2017Q2 20171
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
XML Financial, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Synergy Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
ProVise Management Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Millburn Ridgefield Corp 111.02%1.02%1.02%Q3 2023Q3 20231
Klingman & Associates, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NBT BANK N A /NY 110.05%0.05%0.05%Q1 2020Q1 20201
ROCKLAND TRUST CO 110.02%0.02%0.02%Q3 2020Q3 20201
RELIANCE TRUST CO OF DELAWARE 110.05%0.05%0.05%Q4 2018Q4 20181
Leonard Rickey Investment Advisors P.L.L.C. 110.13%0.13%0.13%Q2 2020Q2 20201
MILLIE CAPITAL MANAGEMENT, LLC 110.21%0.21%0.21%Q2 2016Q2 20161
HOHIMER WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Plan Group Financial, LLC 112.03%2.03%2.03%Q2 2023Q2 20231
PACIFIC FINANCIAL GROUP INC 110.04%0.04%0.04%Q2 2016Q2 20161
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Essex Savings Bank 110.08%0.08%0.08%Q3 2023Q3 20231
BALLAST ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Safeguard Financial, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
SAXON INTERESTS, INC. 118.40%8.40%8.40%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q4 20181
FormulaFolio Investments, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Koesten, Hirschmann & Crabtree, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Fiera Capital Corp 110.00%0.00%0.00%Q4 2018Q4 20181
AFFINIA FINANCIAL GROUP, LLC 112.38%2.38%2.38%Q4 2019Q4 20191
Castle Financial & Retirement Planning Associates, Inc. 115.06%5.06%5.06%Q4 2021Q4 20211
Arlington Trust Co LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Verum Partners LLC 110.14%0.14%0.14%Q3 2023Q3 20231
BlackRock Group LTD 110.02%0.02%0.02%Q1 2015Q1 20151
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Investment Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
RIVERSEDGE ADVISORS, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
J. Goldman & Co LP 110.13%0.13%0.13%Q4 2022Q4 20221
Ethic Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Kabarec Financial Advisors, Ltd. 110.13%0.13%0.13%Q2 2018Q2 20181
New Capital Management LP 110.03%0.03%0.03%Q1 2021Q1 20211
Riverview Trust Co 110.04%0.04%0.04%Q4 2018Q4 20181
NVWM, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 111.46%1.46%1.46%Q4 2019Q4 20191
ATLAS CAPITAL ADVISORS LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Portside Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Grace Capital 110.01%0.01%0.01%Q4 2018Q4 20181
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NEXT Financial Holdings 110.17%0.17%0.17%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOS Asset Management, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
ROGCO, LP 110.10%0.10%0.10%Q3 2023Q3 20231
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
Valley Brook Capital Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Q3 Asset Management 111.49%1.49%1.49%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.02%0.02%0.02%Q2 2019Q2 20191
External links

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