ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 40400.00%0.02%0.05%Q4 2013Q3 202340
US BANCORP \DE\ 39390.00%0.02%0.05%Q1 2014Q3 202339
Stonehearth Capital Management, LLC 36360.90%8.08%13.47%Q1 2015Q4 202336
BANK OF AMERICA CORP /DE/ 36360.00%0.02%0.05%Q4 2014Q3 202336
ROYAL BANK OF CANADA 2810.00%0.01%0.03%Q3 2013Q3 202335
TD Capital Management LLC 33330.05%1.15%3.90%Q3 2015Q3 202333
B. Riley Wealth Advisors, Inc. 3210.00%0.28%0.80%Q2 2014Q3 202333
JPMORGAN CHASE & CO 32320.00%0.02%0.09%Q4 2015Q3 202332
Brinker Capital Investments, LLC 3020.02%1.49%3.70%Q1 2014Q4 202232
UBS Group AG 31310.00%0.03%0.06%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.00%0.17%0.35%Q1 2016Q3 202331
WELLS FARGO & COMPANY/MN 2830.00%0.01%0.03%Q3 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.05%0.11%Q1 2016Q3 202331
Well Done, LLC 31310.81%5.46%11.01%Q1 2016Q3 202331
BlackRock Inc. 30300.01%0.01%0.04%Q2 2016Q3 202330
Diversified Trust Co 30300.07%1.95%4.74%Q3 2016Q4 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%1.04%2.63%Q2 2016Q3 202329
Private Advisor Group, LLC 2810.00%0.05%0.11%Q3 2014Q3 202329
JANE STREET GROUP, LLC 1030.00%0.01%0.07%Q2 2015Q3 202328
LS Investment Advisors, LLC 28280.19%0.84%1.74%Q4 2016Q3 202328
Janney Montgomery Scott LLC 28280.04%0.21%0.47%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.06%0.24%Q4 2016Q3 202328
Bank of New York Mellon Corp 28280.00%0.00%0.02%Q4 2016Q3 202328
CITIGROUP INC 2710.00%0.00%0.01%Q2 2016Q3 202328
LPL Financial LLC 28280.00%0.11%0.33%Q4 2016Q3 202328
Wharton Business Group, LLC 2710.03%3.61%7.72%Q3 2016Q3 202328
AMERIPRISE FINANCIAL INC 27270.00%0.01%0.03%Q1 2017Q3 202327
UNITED SERVICES AUTOMOBILE ASSOCIATION 27270.08%0.39%0.97%Q3 2014Q1 202127
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.33%0.90%Q1 2016Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q4 2013Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.02%0.09%Q2 2017Q3 202326
BANK OF MONTREAL /CAN/ 2420.00%0.00%0.01%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.21%0.65%Q2 2017Q3 202326
CWM, LLC 1780.00%1.80%3.21%Q2 2017Q3 202325
Cetera Advisors LLC 2050.01%0.05%0.12%Q1 2017Q3 202325
NEXT Financial Group, Inc 1260.00%0.05%0.17%Q4 2014Q4 202125
Advisory Services Network, LLC 24240.00%0.06%0.15%Q4 2017Q3 202324
Versant Capital Management, Inc 24240.00%0.00%0.02%Q1 2018Q4 202324
SIGNET FINANCIAL MANAGEMENT, LLC 24240.02%0.15%0.39%Q4 2017Q3 202324
CFO4Life Group, LLC 12120.13%4.18%6.13%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.11%0.22%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 24240.00%0.03%0.07%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.01%0.08%0.16%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 24240.00%0.01%0.04%Q4 2017Q3 202324
FMR LLC 23230.00%0.01%0.06%Q1 2018Q3 202323
Eldridge Investment Advisors, Inc. 12110.08%1.50%6.55%Q4 2017Q3 202323
FIFTH THIRD BANCORP 2210.00%0.05%0.18%Q4 2017Q3 202323
Wall Capital Group, Inc. 23230.46%1.32%2.86%Q3 2017Q1 202323
Clearwater Capital Advisors, LLC 23230.04%0.22%0.74%Q1 2018Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.01%0.02%Q2 2014Q4 201923
Geneos Wealth Management Inc. 22220.00%0.06%0.35%Q2 2018Q3 202322
Allworth Financial LP 22220.00%0.01%0.02%Q2 2018Q3 202322
IFP Advisors, Inc 1750.00%0.05%0.23%Q4 2017Q3 202322
SYNOVUS FINANCIAL CORP 2020.00%0.01%0.02%Q4 2016Q4 202222
GOLDMAN SACHS GROUP INC 1310.00%0.00%0.00%Q4 2016Q3 202322
PRUDENTIAL PLC 22220.00%0.01%0.08%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.00%Q3 2017Q3 202322
DAIDO LIFE INSURANCE CO 22220.36%1.05%1.39%Q1 2018Q2 202322
Cetera Advisor Networks LLC 22220.01%0.04%0.11%Q2 2018Q3 202322
Wolf Group Capital Advisors 22220.46%2.18%4.27%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.00%0.04%0.11%Q2 2018Q3 202322
Kistler-Tiffany Companies, LLC 21210.02%0.05%0.13%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.46%1.85%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 610.00%0.10%0.39%Q1 2014Q3 202321
Baird Financial Group, Inc. 21210.00%0.01%0.02%Q3 2018Q3 202321
INTRUST BANK NA 1740.07%1.21%2.64%Q4 2017Q3 202321
Allianz Asset Management GmbH 21210.00%0.03%0.06%Q4 2014Q4 201921
Pinnacle Bancorp, Inc. 2010.00%0.03%0.14%Q1 2017Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.11%0.21%Q1 2018Q3 202321
ASSETMARK, INC 1330.00%0.01%0.02%Q3 2016Q3 202320
Fortis Advisors, LLC 1190.00%1.36%6.66%Q3 2017Q1 202320
PFG Advisors 20200.04%0.12%0.24%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 1460.00%0.04%0.16%Q3 2018Q3 202320
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q2 2017Q3 202320
JFS WEALTH ADVISORS, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Global Retirement Partners, LLC 1370.02%0.11%0.39%Q3 2018Q3 202320
BLAIR WILLIAM & CO/IL 1910.00%0.00%0.01%Q1 2018Q3 202320
American Portfolios Advisors 20200.02%0.03%0.05%Q4 2017Q3 202220
Integrated Wealth Concepts LLC 20200.06%1.84%4.32%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.04%0.18%0.33%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 1450.00%0.08%0.27%Q4 2018Q3 202319
Stratos Wealth Partners, LTD. 1360.02%0.04%0.09%Q2 2017Q3 202319
NewFocus Financial Group, LLC 19190.82%3.49%8.39%Q2 2016Q4 202019
Pflug Koory, LLC 19190.16%0.19%0.21%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MERCER GLOBAL ADVISORS INC /ADV 19191.11%2.43%3.60%Q1 2019Q3 202319
FAS Wealth Partners, Inc. 19190.01%0.02%0.07%Q1 2019Q3 202319
Mariner, LLC 1180.01%0.01%0.03%Q4 2017Q3 202319
STRATEGIC INVESTMENT MANAGEMENT, LLC 1810.58%6.75%32.82%Q4 2018Q3 202319
PRUDENTIAL FINANCIAL INC 1630.00%0.03%0.10%Q2 2018Q3 202319
Sumitomo Mitsui Trust Holdings, Inc. 19190.00%0.01%0.03%Q1 2019Q3 202319
FDx Advisors, Inc. 1270.03%0.32%1.14%Q4 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.09%0.23%Q3 2020Q3 202319
Merriman Wealth Management, LLC 1520.07%1.33%3.40%Q4 2016Q3 202319
Southeast Asset Advisors Inc. 1540.05%0.07%0.11%Q2 2018Q2 202319
SIMON QUICK ADVISORS, LLC 1260.00%0.19%0.64%Q2 2018Q3 202318
Tranquility Partners, LLC 18180.18%0.35%0.63%Q2 2019Q3 202318
GLENMEDE TRUST CO NA 1620.00%0.00%0.00%Q1 2017Q3 202318
EDMOND DE ROTHSCHILD HOLDING S.A. 18180.00%0.01%0.02%Q3 2017Q4 202118
Financial Advocates Investment Management 990.02%0.62%2.16%Q4 2017Q3 202218
Nikulski Financial, Inc. 1170.08%0.20%0.27%Q3 2018Q3 202318
Carroll Financial Associates, Inc. 18180.00%0.01%0.04%Q3 2017Q4 202118
Cutler Group LLC / CA 820.00%0.00%0.00%Q4 2019Q3 202318
Csenge Advisory Group 1170.03%0.20%0.45%Q3 2017Q3 202318
Citadel Advisors 810.00%0.00%0.00%Q4 2014Q3 202318
CAPTRUST FINANCIAL ADVISORS 1210.00%0.01%0.03%Q4 2018Q3 202318
Lido Advisors, LLC 1610.01%0.06%0.12%Q1 2018Q3 202317
Richard P Slaughter Associates Inc 17170.15%0.50%1.14%Q4 2019Q4 202317
Smithfield Trust Co 980.01%0.01%0.01%Q1 2018Q3 202317
Dorsey & Whitney Trust CO LLC 1160.04%0.28%0.37%Q4 2017Q3 202317
STEPHENS INC /AR/ 1430.00%0.04%0.06%Q1 2019Q3 202317
OneDigital Investment Advisors LLC 17170.03%0.13%0.29%Q3 2019Q3 202317
M&T BANK CORP 1520.02%0.38%0.83%Q2 2019Q3 202317
AE Wealth Management LLC 17170.00%0.09%0.19%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.01%Q1 2019Q1 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.01%0.01%0.03%Q2 2017Q2 202117
SIGNATUREFD, LLC 17170.00%4.08%7.98%Q3 2019Q3 202317
Kathmere Capital Management, LLC 16163.81%5.43%6.69%Q4 2019Q3 202316
PSI Advisors, LLC 16160.01%0.19%0.44%Q4 2019Q3 202316
Apexium Financial, LP 16160.04%0.24%0.78%Q4 2019Q3 202316
S&T BANK/PA 16160.08%0.31%1.40%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 1150.00%0.01%0.03%Q3 2018Q3 202316
Nan Shan Life Insurance Co., Ltd. 1210.02%0.13%0.38%Q1 2017Q2 202116
EVERGREEN CAPITAL MANAGEMENT LLC 16160.15%0.19%0.32%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.14%0.26%Q4 2019Q3 202316
SCOTIA CAPITAL INC. 1510.00%0.01%0.02%Q3 2018Q3 202316
GREENLEAF TRUST 1330.01%0.02%0.03%Q4 2016Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.17%0.45%Q4 2019Q3 202316
Baystate Wealth Management LLC 16160.00%1.98%3.26%Q4 2019Q3 202316
Atria Investments, Inc 1210.02%0.18%0.33%Q2 2018Q1 202316
PITTENGER & ANDERSON INC 16160.00%0.05%0.10%Q3 2016Q2 202016
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.02%0.03%Q1 2020Q3 202315
FIRST MANHATTAN CO. LLC. 960.00%0.00%0.00%Q4 2018Q3 202315
AllSquare Wealth Management LLC 15150.02%0.07%0.10%Q1 2020Q3 202315
Windsor Wealth Management, Inc. 15150.12%0.23%0.29%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Physician Wealth Advisors, Inc. 15150.20%0.85%1.58%Q1 2020Q3 202315
Montecito Bank & Trust 15150.29%0.46%0.58%Q2 2020Q4 202315
Private Capital Group, LLC 930.00%0.09%0.18%Q2 2018Q2 202215
Sigma Planning Corp 1410.01%0.16%0.34%Q4 2019Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
NewEdge Advisors, LLC 1410.00%0.28%0.68%Q4 2018Q3 202315
Summit X, LLC 1410.06%0.65%2.17%Q1 2019Q4 202215
Avior Wealth Management, LLC 1410.00%0.00%0.01%Q3 2016Q3 202315
MATTERN CAPITAL MANAGEMENT, LLC 15150.07%0.43%0.90%Q1 2020Q3 202315
Strategic Blueprint, LLC 1410.01%0.70%1.37%Q3 2019Q3 202315
Plancorp, LLC 15150.02%0.05%0.12%Q1 2020Q3 202315
Clark Capital Management Group, Inc. 1140.03%0.10%0.19%Q3 2016Q2 202115
WealthShield Partners, LLC 15150.00%0.50%1.39%Q1 2020Q3 202315
Relative Value Partners Group, LLC 15150.02%0.23%0.48%Q1 2020Q3 202315
Rossmore Private Capital 15150.04%0.10%0.13%Q1 2020Q3 202315
EPG Wealth Management LLC 1320.02%0.12%0.19%Q4 2019Q3 202315
Cresset Asset Management, LLC 920.00%0.18%0.32%Q4 2018Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.01%0.01%Q3 2017Q1 202115
Savant Capital, LLC 15150.12%0.35%0.67%Q1 2020Q3 202315
Wealthcare Advisory Partners LLC 810.00%0.01%0.03%Q1 2017Q3 202315
Tillar-Wenstrup Advisors, LLC 15151.06%2.54%4.56%Q2 2016Q4 201915
Parallel Advisors, LLC 1410.00%1.49%2.91%Q4 2019Q3 202315
Retirement Group, LLC 1410.08%0.33%0.68%Q4 2019Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.05%0.16%0.36%Q2 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.01%0.17%0.34%Q1 2020Q3 202315
LINCOLN CAPITAL CORP 15150.19%0.98%2.40%Q1 2020Q3 202315
Foundations Investment Advisors, LLC 14140.10%0.55%1.35%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.01%0.01%0.01%Q1 2020Q3 202314
Syntal Capital Partners, LLC 14140.15%0.93%1.99%Q2 2019Q3 202214
AVANTAX ADVISORY SERVICES, INC. 1310.01%0.05%0.09%Q4 2019Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 14140.06%0.18%0.36%Q2 2020Q3 202314
HENGEHOLD CAPITAL MANAGEMENT LLC 14140.13%2.93%3.85%Q2 2020Q3 202314
MorganRosel Wealth Management, LLC 1310.13%0.20%0.39%Q4 2018Q3 202314
High Falls Advisors, Inc 14140.06%1.29%3.27%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.86%2.84%4.37%Q2 2020Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.03%0.73%1.88%Q2 2020Q3 202314
CABOT WEALTH MANAGEMENT INC 14140.08%0.17%0.23%Q2 2020Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 1010.27%1.58%5.14%Q4 2019Q3 202314
Belpointe Asset Management LLC 1210.01%0.05%0.11%Q3 2018Q1 202314
WEALTHSOURCE PARTNERS, LLC 14140.19%1.41%2.50%Q2 2020Q3 202314
IHT Wealth Management, LLC 14140.02%0.04%0.05%Q2 2020Q3 202314
Bellecapital International Ltd. 14140.26%0.47%0.82%Q3 2017Q4 202014
Robertson Stephens Wealth Management, LLC 14140.08%0.23%0.38%Q2 2020Q3 202314
Day & Ennis, LLC 14140.58%1.06%1.67%Q2 2020Q3 202314
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1130.03%0.05%0.07%Q1 2020Q3 202314
MA Private Wealth 14140.35%2.21%4.06%Q2 2020Q3 202314
First Horizon Advisors, Inc. 630.01%0.27%0.89%Q1 2018Q3 202314
AdvisorNet Financial, Inc 14140.00%0.09%0.19%Q2 2020Q3 202314
ONE Advisory Partners, LLC 14140.24%2.61%4.51%Q2 2020Q3 202314
ARGI Investment Services, LLC 14140.01%1.21%2.21%Q3 2019Q4 202214
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.01%Q1 2016Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
Cypress Wealth Services, LLC 14140.24%0.92%1.58%Q2 2020Q3 202314
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
Aspire Private Capital, LLC 14140.05%0.16%0.26%Q2 2020Q3 202314
Main Management LLC 1220.00%2.31%3.11%Q3 2019Q3 202314
Arkadios Wealth Advisors 850.00%0.04%0.07%Q2 2020Q3 202313
Meridian Wealth Partners, LLC 13130.04%1.81%2.61%Q3 2020Q3 202313
HRT FINANCIAL LP 620.01%0.06%0.13%Q1 2020Q3 202313
Sharkey, Howes & Javer 13130.10%1.92%3.56%Q2 2020Q2 202313
Deane Retirement Strategies, Inc. 1120.00%0.97%4.22%Q2 2017Q1 202213
Qube Research & Technologies Ltd 620.00%0.05%0.15%Q4 2019Q3 202313
FLC Capital Advisors 13130.20%1.23%2.04%Q2 2020Q2 202313
Almanack Investment Partners, LLC. 810.11%0.16%0.30%Q3 2017Q3 202313
Mutual Advisors, LLC 1120.01%0.10%0.40%Q2 2020Q3 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13130.03%4.49%6.87%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.11%0.19%Q3 2020Q3 202313
Matson Money. Inc. 13136.59%9.42%11.86%Q3 2020Q3 202313
Russell Investments Group, Ltd. 13130.00%0.10%0.37%Q3 2020Q3 202313
First Financial Bank - Trust Division 13130.03%1.03%3.66%Q4 2020Q4 202313
STATE OF MICHIGAN RETIREMENT SYSTEM 13130.01%0.22%1.04%Q3 2020Q3 202313
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.06%0.60%Q4 2019Q3 202313
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
LIBERTY WEALTH MANAGEMENT LLC 1030.11%1.20%2.39%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.07%0.12%Q3 2020Q3 202313
Cetera Investment Advisers 13130.01%0.09%0.18%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
MSI Financial Services Inc 13130.00%0.00%0.01%Q4 2013Q4 201613
Western Wealth Management, LLC 510.02%0.08%0.16%Q4 2018Q4 202213
Perigon Wealth Management, LLC 1210.01%0.15%0.33%Q3 2011Q2 202313
GFG Capital, LLC 1120.12%1.35%4.33%Q1 2020Q3 202313
Stonehage Fleming Financial Services Holdings Ltd 1110.01%0.18%0.76%Q1 2017Q4 202213
NOTTINGHAM ADVISORS, INC. 13130.04%0.08%0.19%Q4 2016Q4 201913
Aptus Capital Advisors, LLC 1210.00%0.00%0.01%Q4 2019Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1210.00%0.00%0.01%Q2 2017Q3 202313
RAYMOND JAMES TRUST N.A. 13130.02%0.04%0.06%Q3 2020Q3 202313
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 13130.84%2.45%4.91%Q2 2020Q2 202313
Bay Harbor Wealth Management, LLC 13130.01%0.68%1.57%Q2 2020Q2 202313
TUCKER ASSET MANAGEMENT LLC 12120.01%0.03%0.08%Q4 2020Q3 202312
Element Wealth, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.02%Q2 2016Q3 202312
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.00%Q2 2020Q3 202312
Gibraltar Capital Management, Inc. 12120.16%1.73%2.85%Q3 2019Q2 202212
Parkside Financial Bank & Trust 1110.01%0.02%0.03%Q1 2018Q3 202312
Main Management ETF Advisors, LLC 12124.37%6.98%8.19%Q3 2019Q2 202212
ANDERSON HOAGLAND & CO 12120.65%0.94%1.12%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 1110.12%1.02%1.96%Q2 2019Q4 202212
PALLADIUM PARTNERS LLC 12120.02%0.40%0.71%Q3 2017Q2 202012
McKinley Carter Wealth Services, Inc. 12120.03%0.09%0.37%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.25%4.36%8.89%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.19%0.21%0.24%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.16%0.39%Q4 2020Q3 202312
Private Ocean, LLC 1110.01%0.01%0.11%Q2 2016Q3 202312
CoreFirst Bank & Trust 12120.05%0.06%0.06%Q4 2020Q3 202312
WASHINGTON TRUST Co 12120.00%0.01%0.02%Q4 2020Q3 202312
Creative Planning 12120.00%0.00%0.00%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.09%0.29%0.36%Q4 2020Q3 202312
Orgel Wealth Management, LLC 12120.14%1.27%2.66%Q1 2017Q4 201912
Archer Investment Corp 12120.05%0.06%0.07%Q4 2020Q3 202312
Graves Light Lenhart Wealth, Inc. 12120.03%0.10%0.14%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.00%0.04%0.07%Q4 2020Q3 202312
Mosaic Family Wealth, LLC 660.07%0.10%0.14%Q3 2018Q3 202112
Aries Wealth Management 12120.29%0.51%0.58%Q1 2019Q4 202112
Snowden Capital Advisors LLC 520.00%0.08%0.15%Q3 2019Q4 202212
Summit Wealth Group, LLC 12121.46%3.86%6.83%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
Trilogy Capital Inc. 12120.87%0.94%1.02%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 1110.01%1.55%2.62%Q2 2020Q3 202312
Aviance Capital Partners, LLC 1020.04%0.55%1.28%Q1 2020Q1 202312
Icon Wealth Partners, LLC 930.01%0.85%1.42%Q2 2020Q3 202312
Strategic Financial Services, Inc, 12120.97%1.82%2.73%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1110.00%0.08%0.17%Q2 2018Q1 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 12120.03%0.06%0.09%Q4 2020Q3 202312
Avidian Wealth Solutions, LLC 12120.01%0.07%0.12%Q2 2020Q1 202312
Meridian Wealth Management, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
Vestmark Advisory Solutions, Inc. 12120.01%0.03%0.06%Q3 2020Q2 202312
NWAM LLC 1010.04%0.21%0.42%Q2 2020Q1 202311
Lumature Wealth Partners, LLC 11110.07%0.12%0.39%Q4 2020Q2 202311
CAHILL FINANCIAL ADVISORS INC 11110.06%0.76%1.46%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.17%0.95%1.82%Q4 2020Q2 202311
RHUMBLINE ADVISERS 610.00%0.00%0.00%Q2 2020Q3 202311
BCGM Wealth Management, LLC 920.13%0.16%0.20%Q4 2020Q3 202311
Foster Group, Inc. 11110.07%0.31%0.46%Q1 2021Q3 202311
WADDELL & ASSOCIATES, LLC 740.10%1.53%9.59%Q2 2019Q3 202311
TOMPKINS FINANCIAL CORP 1010.00%0.00%0.00%Q1 2020Q4 202311
OXFORD FINANCIAL GROUP, LTD. LLC 11110.00%0.20%0.40%Q1 2021Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.04%0.11%0.22%Q4 2020Q2 202311
Patriot Financial Group Insurance Agency, LLC 1010.04%0.19%0.30%Q4 2017Q2 202211
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.12%0.40%0.88%Q1 2021Q3 202311
Hilltop Holdings Inc. 1010.02%0.06%0.16%Q3 2020Q3 202311
First Citizens Financial Corp 920.19%0.51%0.78%Q4 2020Q3 202311
PATTON ALBERTSON MILLER GROUP, LLC 11110.05%0.38%1.03%Q4 2020Q2 202311
MEEDER ASSET MANAGEMENT INC 920.00%0.00%0.00%Q4 2019Q3 202211
Spire Wealth Management 11110.01%0.06%0.12%Q1 2021Q3 202311
Cardinal Strategic Wealth Guidance 11110.02%1.81%3.64%Q1 2021Q3 202311
Arizona State Retirement System 741.39%1.60%1.91%Q2 2013Q2 201611
TSFG, LLC 650.01%0.02%0.07%Q3 2019Q3 202311
Financial & Tax Architects, LLC 11110.73%2.03%3.33%Q1 2021Q3 202311
55I, LLC 11110.81%2.16%3.39%Q1 2020Q3 202211
Venturi Wealth Management, LLC 830.00%0.10%0.17%Q2 2020Q3 202311
Keebeck Wealth Management, LLC 11110.03%0.18%0.41%Q4 2020Q2 202311
EQ LLC 11112.06%3.62%4.93%Q4 2020Q2 202311
Leicht Financial Planning & Wealth Management, Inc. 11110.30%3.62%7.62%Q2 2017Q4 201911
Westside Investment Management, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Jaffetilchin Investment Partners, LLC 11110.02%0.08%0.39%Q1 2021Q3 202311
One Wealth Advisors, LLC 740.19%2.00%6.03%Q4 2020Q3 202311
CENTRAL TRUST Co 1010.00%0.00%0.00%Q1 2020Q2 202311
WEDBUSH SECURITIES INC 11110.02%0.03%0.04%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.12%0.28%Q1 2021Q3 202311
Stokes Family Office, LLC 11110.11%2.49%4.56%Q1 2021Q3 202311
EP Wealth Advisors, LLC 11110.04%0.13%0.75%Q1 2021Q3 202311
US FINANCIAL ADVISORS, LLC 11110.68%1.74%3.64%Q1 2021Q3 202311
Sage Mountain Advisors LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
TCG Advisory Services, LLC 11110.05%6.75%9.88%Q1 2021Q3 202311
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11110.09%3.89%12.32%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 610.00%0.16%0.58%Q3 2016Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.02%0.06%0.10%Q1 2021Q3 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 820.00%0.00%0.00%Q2 2019Q3 202310
STRINGER ASSET MANAGEMENT, LLC 10100.83%4.11%7.43%Q2 2020Q3 202210
Sage Advisory Services, Ltd.Co. 430.21%3.11%6.53%Q4 2018Q1 202210
RFG Advisory, LLC 10100.02%0.27%0.48%Q2 2020Q3 202210
Investors Research Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
CreativeOne Wealth, LLC 10100.04%0.28%0.73%Q1 2021Q2 202310
Planned Solutions, Inc. 640.16%0.20%0.23%Q3 2020Q1 202310
CFS Investment Advisory Services, LLC 910.04%0.46%1.71%Q4 2020Q3 202310
Spectrum Management Group, LLC 10100.02%0.78%1.16%Q2 2020Q3 202210
Mayflower Financial Advisors, LLC 10100.03%0.60%1.21%Q2 2021Q3 202310
Integrated Advisors Network LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.10%0.23%Q1 2021Q3 202310
Elo Mutual Pension Insurance Co 10101.74%6.02%9.41%Q1 2018Q2 202010
Invst, LLC 10100.04%0.49%0.86%Q2 2020Q3 202210
First Command Advisory Services, Inc. 10100.00%4.41%12.00%Q2 2021Q3 202310
Carmichael Hill & Associates, Inc. 10100.00%0.03%0.04%Q3 2020Q4 202210
FRANKLIN RESOURCES INC 910.00%0.00%0.00%Q2 2020Q3 202310
AJ WEALTH STRATEGIES, LLC 10100.05%0.06%0.08%Q1 2020Q2 202210
True Link Financial Advisors, LLC 10101.18%1.84%2.23%Q4 2020Q1 202310
COMERICA SECURITIES,INC. 820.10%0.33%0.46%Q3 2019Q1 202210
Intrua Financial, LLC 910.05%0.15%0.29%Q2 2020Q1 202310
ALTERNA WEALTH MANAGEMENT, INC 820.44%0.78%1.45%Q3 2020Q3 202310
Horan Securities, Inc. 730.01%0.02%0.05%Q4 2020Q2 202310
Interchange Capital Partners, LLC 821.42%3.38%4.45%Q4 2020Q3 202310
CGN Advisors LLC 10100.08%0.11%0.16%Q3 2021Q4 202310
Snider Financial Group 10101.56%2.61%3.96%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 730.00%0.04%0.08%Q1 2021Q3 202310
Ifrah Financial Services, Inc. 10100.07%0.11%0.15%Q4 2020Q1 202310
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
J.W. COLE ADVISORS, INC. 820.05%0.09%0.13%Q1 2021Q3 202310
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q1 2020Q4 20229
TMD & ASSOCIATES, INC 999.74%12.76%16.03%Q4 2016Q4 20189
Biltmore Family Office, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Golden State Wealth Management, LLC 990.02%0.07%0.11%Q1 2020Q1 20229
Freestone Capital Holdings, LLC 720.00%0.04%0.08%Q3 2020Q3 20239
Sunbelt Securities, Inc. 540.02%0.04%0.05%Q2 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
Newfound Research LLC 990.00%0.01%0.01%Q1 2018Q1 20209
CAPITAL ONE FINANCIAL CORP 991.44%3.35%6.57%Q1 2020Q1 20229
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.00%0.02%Q2 2018Q2 20209
Pensionmark Financial Group, LLC 810.09%0.17%0.23%Q4 2019Q3 20229
First Command Bank 990.02%0.18%0.56%Q2 2021Q2 20239
Bogart Wealth, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
TNF LLC 990.33%1.04%2.57%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.00%0.01%Q2 2020Q4 20239
Rosenberg Matthew Hamilton 990.15%0.56%0.73%Q3 2021Q3 20239
Gladstone Institutional Advisory LLC 990.02%0.03%0.05%Q1 2021Q1 20239
COWA, LLC 990.15%0.81%1.65%Q3 2021Q3 20239
Austin Private Wealth, LLC 990.04%0.83%1.15%Q2 2020Q2 20229
Destiny Wealth Partners, LLC 990.03%0.09%0.25%Q4 2020Q4 20229
PAX Financial Group, LLC 990.91%2.28%2.83%Q1 2020Q1 20229
Cornerstone Wealth Management, LLC 810.00%0.08%0.15%Q2 2018Q1 20229
First Command Financial Services, Inc. 990.02%0.18%0.56%Q2 2021Q2 20239
EFG Asset Management (Americas) Corp. 990.07%0.63%1.10%Q3 2021Q3 20239
Professional Financial Advisors, LLC 990.00%0.02%0.04%Q3 2020Q3 20229
Ferris Capital, LLC 810.06%0.16%0.32%Q3 2018Q4 20209
Bellwether Advisors, LLC 990.01%0.01%0.01%Q4 2020Q4 20229
HHM Wealth Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 630.00%0.01%0.02%Q1 2021Q3 20239
WealthPLAN Partners, LLC 990.02%0.04%0.05%Q1 2020Q1 20229
Simplicity Solutions, LLC 630.02%0.07%0.15%Q3 2019Q3 20239
Mendel Money Management 990.22%0.25%0.30%Q1 2021Q1 20239
W ADVISORS, LLC 880.28%0.76%2.11%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.20%0.60%1.41%Q4 2021Q3 20238
RHS Financial, LLC 880.28%0.53%0.78%Q2 2021Q1 20238
Horst & Graben Wealth Management LLC 880.97%1.55%2.00%Q2 2020Q1 20228
Private Portfolio Partners LLC 880.14%0.31%0.37%Q2 2020Q1 20228
COZAD ASSET MANAGEMENT INC 880.07%0.08%0.08%Q4 2020Q3 20228
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.05%Q3 2018Q3 20238
Avantax Planning Partners, Inc. 710.02%0.07%0.08%Q3 2017Q3 20238
SteelPeak Wealth, LLC 880.23%0.62%0.81%Q2 2020Q1 20228
Wealth Management Solutions, LLC 880.29%1.37%2.76%Q4 2021Q3 20238
MCIA Inc 880.10%1.16%1.63%Q2 2020Q1 20228
Magnus Financial Group LLC 320.02%0.06%0.15%Q4 2020Q3 20238
Kovack Advisors, Inc. 880.04%0.05%0.06%Q3 2020Q2 20228
TRUE Private Wealth Advisors 880.04%0.12%0.20%Q2 2020Q1 20228
UMB Bank, n.a. 880.02%0.04%0.06%Q4 2021Q3 20238
Concorde Asset Management, LLC 880.46%1.17%1.98%Q2 2020Q1 20228
SALEM INVESTMENT COUNSELORS INC 510.00%0.00%0.00%Q4 2020Q3 20238
John W. Brooker & Co., CPAs 880.00%0.17%0.27%Q1 2021Q4 20228
Pettinga Financial Advisors LLC 881.38%2.63%3.27%Q2 2020Q1 20228
V Wealth Advisors LLC 880.22%0.55%0.63%Q4 2020Q3 20228
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.08%0.35%1.09%Q4 2018Q3 20218
Taylor & Morgan Wealth Management, LLC 880.24%0.42%0.49%Q4 2021Q3 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 710.00%0.03%0.04%Q4 2018Q3 20228
VICTORY CAPITAL MANAGEMENT INC 880.06%0.09%0.15%Q2 2019Q1 20218
MONEY CONCEPTS CAPITAL CORP 620.00%0.09%0.26%Q4 2020Q1 20238
Merit Financial Group, LLC 710.03%0.09%0.25%Q4 2019Q3 20238
First Capital Advisors Group, LLC. 710.00%0.99%2.87%Q1 2018Q2 20238
NCM Capital Management, LLC 880.87%1.06%1.38%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.09%Q4 2021Q3 20238
Country Club Trust Company, n.a. 880.02%0.13%0.18%Q1 2018Q4 20198
Integrity Financial Corp /WA 880.00%0.01%0.02%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Eagle Strategies LLC 880.43%0.71%1.04%Q4 2021Q3 20238
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2016Q4 20228
Trek Financial, LLC 880.11%0.25%0.30%Q2 2020Q1 20228
Hanlon Investment Management, Inc. 880.06%0.12%0.26%Q2 2020Q1 20228
Insight Wealth Strategies, LLC 880.04%0.98%1.94%Q4 2020Q3 20228
Financial Partners Group, Inc 880.09%0.25%0.30%Q3 2020Q2 20228
MARINO, STRAM & ASSOCIATES LLC 440.06%0.07%0.08%Q3 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.00%0.00%Q1 2019Q3 20238
Beacon Pointe Advisors, LLC 710.00%0.01%0.02%Q1 2021Q1 20238
Brookstone Capital Management 880.03%0.16%0.45%Q2 2020Q1 20228
Wealth Alliance 710.04%0.36%0.72%Q4 2020Q4 20228
Copperleaf Capital, LLC 880.26%1.34%1.71%Q4 2020Q3 20228
BCS Wealth Management 880.08%0.14%0.18%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.00%0.02%0.07%Q4 2021Q3 20238
Selective Wealth Management, Inc. 610.01%0.12%0.21%Q2 2020Q2 20238
Arete Wealth Advisors, LLC 420.02%0.04%0.07%Q4 2020Q3 20238
Peak Asset Management, LLC 880.05%0.25%0.64%Q2 2020Q1 20228
SigFig Wealth Management, LLC 880.04%0.08%0.11%Q2 2020Q1 20228
Ascent Group, LLC 880.04%0.09%0.16%Q4 2021Q3 20238
IFG Advisory, LLC 710.02%0.07%0.08%Q3 2020Q3 20238
Cooper Financial Group 880.21%1.67%2.43%Q2 2020Q1 20228
Nova R Wealth, Inc. 880.32%0.81%1.82%Q4 2021Q3 20238
Ledyard National Bank 880.03%0.03%0.03%Q4 2020Q3 20228
Beaird Harris Wealth Management, LLC 880.49%2.62%5.85%Q4 2021Q3 20238
SkyView Investment Advisors, LLC 880.11%1.14%2.40%Q4 2020Q3 20228
Red Wave Investments LLC 880.16%0.17%0.19%Q4 2020Q3 20228
MBE Wealth Management, LLC 710.01%0.61%3.04%Q1 2020Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Tri-Star Advisors Inc. 881.27%2.82%3.59%Q2 2020Q1 20228
U.S. Capital Wealth Advisors, LLC 710.01%0.23%0.34%Q3 2021Q3 20238
BNP PARIBAS FINANCIAL MARKETS 710.00%0.00%0.03%Q3 2020Q3 20238
Gunma Bank,Ltd. 620.96%1.89%4.16%Q1 2021Q3 20238
Ameritas Investment Company, LLC 320.00%0.01%0.01%Q4 2018Q3 20218
GoalVest Advisory LLC 530.00%2.67%4.39%Q4 2020Q1 20238
Bell Investment Advisors, Inc 620.06%0.07%0.08%Q3 2021Q3 20238
Veritable, L.P. 880.01%0.01%0.02%Q2 2017Q1 20198
OPPENHEIMER & CO INC 420.00%0.01%0.03%Q3 2019Q3 20238
Mount Yale Investment Advisors, LLC 880.09%0.17%0.21%Q2 2020Q1 20228
Successful Portfolios LLC 880.18%0.32%0.40%Q2 2020Q1 20228
FinTrust Capital Advisors, LLC 880.04%0.12%0.17%Q2 2020Q1 20228
West Wealth Group, LLC 880.17%0.82%3.55%Q4 2021Q3 20238
Avant Capital LLC 881.18%1.32%1.51%Q4 2021Q3 20238
SVB WEALTH LLC 880.06%0.42%0.68%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.02%0.37%1.00%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.04%0.50%1.10%Q4 2020Q2 20238
Financial Management Professionals, Inc. 880.01%0.01%0.03%Q3 2021Q2 20238
GUERRA PAN ADVISORS, LLC 880.65%0.97%1.09%Q4 2021Q3 20238
Bernardo Wealth Planning LLC 880.09%0.19%0.23%Q3 2020Q2 20228
Mizuho Trust & Banking Co., Ltd. 421.21%2.88%7.23%Q4 2017Q2 20208
ALTFEST L J & CO INC 770.07%1.07%3.75%Q2 2018Q4 20197
VIVID FINANCIAL MANAGEMENT, INC. 772.80%3.34%3.95%Q2 2020Q4 20217
Weaver Consulting Group 770.04%0.06%0.09%Q1 2019Q3 20207
JOURNEY STRATEGIC WEALTH LLC 610.04%0.39%1.21%Q4 2021Q3 20237
Marietta Wealth Management, LLC 610.06%0.84%1.07%Q1 2019Q4 20207
Cerity Partners LLC 770.00%0.09%0.32%Q1 2022Q3 20237
Good Life Advisors, LLC 510.03%0.40%0.68%Q1 2019Q4 20227
Archvest Wealth Advisors, Inc. 430.26%0.31%0.37%Q4 2021Q3 20237
Security Financial Services, INC. 520.12%0.83%2.06%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.14%0.34%Q1 2022Q3 20237
Concord Wealth Partners 430.01%0.02%0.03%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.07%0.22%0.67%Q1 2021Q4 20227
Quadrant Private Wealth Management, LLC 610.11%0.21%0.30%Q4 2020Q4 20227
HawsGoodwin Investment Management LLC 772.85%3.31%3.87%Q2 2020Q4 20217
Legacy Wealth Planning, LLC 770.58%9.40%16.88%Q1 2021Q3 20227
Truadvice, LLC 770.32%0.78%1.05%Q3 2020Q1 20227
Veracity Capital LLC 770.14%0.19%0.24%Q2 2020Q4 20217
ATLAS CAPITAL ADVISORS LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Elk River Wealth Management, LLC 772.56%2.81%3.21%Q1 2022Q3 20237
Winfield Associates, Inc. 770.23%0.61%0.92%Q3 2020Q1 20227
UBS ASSET MANAGEMENT AMERICAS INC 430.00%0.00%0.00%Q3 2021Q2 20237
OmniStar Financial Group, Inc. 770.31%0.37%0.42%Q2 2020Q4 20217
Vigilant Capital Management, LLC 610.00%0.00%0.00%Q2 2019Q1 20227
FIRETHORN WEALTH PARTNERS, LLC 430.21%1.68%2.90%Q4 2020Q3 20227
Krilogy Financial LLC 770.03%0.04%0.06%Q3 2021Q1 20237
Spectrum Planning & Advisory Services Inc. 770.88%2.91%3.50%Q4 2020Q2 20227
PROVIDA PENSION FUND ADMINISTRATOR 771.74%2.04%2.49%Q2 2021Q4 20227
Sowell Financial Services LLC 770.00%0.02%0.04%Q3 2019Q1 20217
Williams Financial, LLC 610.19%2.38%3.56%Q4 2020Q3 20227
Moneda S.A. Administradora General de Fondos 770.16%0.56%1.18%Q4 2019Q2 20217
Westshore Wealth, LLC 770.16%0.19%0.24%Q1 2021Q3 20227
LexAurum Advisors, LLC 770.13%0.21%0.26%Q3 2020Q1 20227
VERUS CAPITAL PARTNERS, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Midwest Heritage Bank, FSB 770.16%0.56%0.99%Q4 2021Q2 20237
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
Pinion Investment Advisors, LLC 770.39%0.77%1.16%Q1 2021Q3 20227
Diversified, LLC 410.06%0.18%0.45%Q4 2020Q3 20237
Capital Planning Advisors, LLC 771.55%2.17%2.50%Q1 2021Q3 20227
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Squar Milner Financial Services LLC 520.06%0.10%0.12%Q2 2018Q1 20207
Biltmore Capital Advisors LLC 610.19%1.43%4.40%Q4 2018Q4 20217
BARCLAYS PLC 310.00%0.00%0.00%Q4 2017Q2 20237
Lloyd Advisory Services, LLC. 770.00%0.01%0.02%Q3 2020Q1 20227
BRYN MAWR TRUST Co 770.02%0.02%0.03%Q2 2018Q4 20197
Trexquant Investment LP 310.01%0.02%0.04%Q1 2020Q3 20237
Southern Farm Bureau Life Insurance 770.43%0.69%1.06%Q1 2021Q3 20227
Custos Family Office, LLC 773.39%5.55%6.42%Q4 2021Q2 20237
PFS INVESTMENTS INC. 310.28%0.47%0.55%Q4 2018Q4 20217
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.04%0.12%0.17%Q1 2022Q3 20237
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Gradient Investments LLC 210.00%0.00%0.00%Q1 2020Q3 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 660.04%0.09%0.12%Q2 2022Q3 20236
tru Independence LLC 310.01%0.06%0.12%Q2 2020Q1 20226
Sargent Bickham Lagudis LLC 660.00%0.00%0.00%Q3 2021Q4 20226
WealthTrust Axiom LLC 660.06%0.07%0.09%Q4 2020Q1 20226
4J Wealth Management LLC 661.27%2.12%2.45%Q4 2020Q1 20226
BDO Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Trinity Wealth Management, LLC 423.11%3.37%3.84%Q4 2019Q1 20226
EVOKE WEALTH, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
BlackRock Institutional Trust Company, N.A. 660.00%0.00%0.02%Q3 2015Q4 20166
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q4 2018Q2 20206
Beacon Financial Advisory LLC 660.15%0.22%0.25%Q4 2020Q1 20226
Apollon Wealth Management, LLC 420.03%0.05%0.14%Q4 2021Q3 20236
LVW Advisors, LLC 660.59%0.62%0.67%Q3 2021Q4 20226
PRIVATE TRUST CO NA 660.01%0.02%0.04%Q2 2022Q3 20236
SWMG, LLC 661.44%2.68%3.14%Q4 2020Q1 20226
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q4 2017Q1 20226
BB&T SECURITIES, LLC 330.01%0.02%0.04%Q4 2017Q2 20196
CIBC WORLD MARKET INC. 510.00%0.00%0.02%Q4 2019Q4 20216
TIEDEMANN ADVISORS, LLC 510.01%0.01%0.02%Q1 2022Q3 20236
Karn, Couzens & Associates, Inc. 660.29%0.32%0.36%Q4 2020Q1 20226
Valmark Advisers, Inc. 660.01%0.02%0.03%Q3 2021Q4 20226
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 660.18%0.37%0.52%Q2 2018Q3 20196
Ameritas Advisory Services, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
BARINGS LLC 330.25%0.62%1.16%Q4 2020Q2 20226
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Savior LLC 660.00%0.03%0.04%Q4 2020Q1 20226
SUNTRUST BANKS INC 420.00%0.01%0.01%Q1 2017Q3 20186
Blue Trust, Inc. 660.00%0.02%0.12%Q2 2022Q3 20236
TORONTO DOMINION BANK 210.00%0.00%0.00%Q4 2019Q3 20226
Harvest Fund Management Co., Ltd 660.12%0.20%0.41%Q4 2020Q1 20226
Proficio Capital Partners LLC 410.04%0.06%0.08%Q2 2021Q1 20236
Clearshares LLC 663.51%3.94%4.40%Q4 2017Q1 20196
SYM FINANCIAL Corp 660.92%1.32%1.59%Q4 2018Q1 20206
TWO SIGMA INVESTMENTS, LP 310.00%0.02%0.05%Q4 2018Q3 20236
MCMORGAN & CO LLC 660.86%2.36%3.42%Q3 2021Q4 20226
Rede Wealth, LLC 660.26%0.30%0.32%Q4 2020Q1 20226
Avion Wealth 660.01%0.01%0.01%Q1 2020Q2 20216
Portfolio Strategies, Inc. 660.71%0.81%0.94%Q4 2017Q1 20196
Regal Investment Advisors LLC 410.11%0.20%0.24%Q2 2020Q1 20226
Donoghue Forlines LLC 330.79%1.96%4.80%Q2 2018Q4 20196
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.00%Q2 2020Q3 20216
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Haverford Trust Co 660.04%0.08%0.14%Q2 2022Q3 20236
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 660.00%0.01%0.01%Q2 2021Q3 20226
Commonwealth Equity Services, Inc 660.00%0.01%0.01%Q2 2016Q3 20176
BBR PARTNERS, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Alpha Omega Wealth Management LLC 330.01%0.03%0.05%Q2 2019Q1 20226
MORRIS FINANCIAL CONCEPTS, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
AlphaCore Capital LLC 310.00%0.01%0.02%Q4 2019Q3 20235
McAdam, LLC 320.16%0.16%0.17%Q2 2022Q3 20235
ATWOOD & PALMER INC 550.00%0.00%0.00%Q4 2020Q4 20215
Jefferies Group LLC 410.00%0.01%0.04%Q3 2019Q4 20205
Ruggie Capital Group 410.20%0.74%1.49%Q2 2018Q3 20195
Dynamic Advisor Solutions LLC 410.02%0.03%0.04%Q4 2020Q1 20225
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q1 2018Q2 20205
Walkner Condon Financial Advisors LLC 550.10%0.11%0.12%Q3 2022Q3 20235
First Heartland Consultants, Inc. 550.01%0.05%0.08%Q4 2020Q4 20215
LINCOLN NATIONAL CORP 320.00%0.01%0.01%Q2 2021Q1 20235
Efficient Advisors, LLC 550.13%0.18%0.22%Q2 2015Q2 20165
APPLETON PARTNERS INC/MA 550.02%0.03%0.03%Q2 2022Q2 20235
Capital Analysts, LLC 320.00%0.13%0.22%Q1 2021Q3 20225
Progressive Investment Management Corp 550.03%0.03%0.03%Q3 2021Q3 20225
EXANE DERIVATIVES 550.00%0.28%0.50%Q3 2019Q3 20205
Centennial Wealth Advisory LLC 550.17%0.25%0.30%Q2 2021Q2 20225
Squarepoint Ops LLC 410.00%0.00%0.00%Q4 2021Q1 20235
Bison Wealth, LLC 550.01%0.02%0.02%Q3 2020Q3 20215
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2018Q3 20235
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 550.01%0.01%0.02%Q1 2021Q1 20225
Strengthening Families & Communities, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.03%0.05%0.08%Q4 2021Q4 20225
Cascadia Advisory Services, LLC 320.31%0.36%0.39%Q2 2020Q3 20215
Permanens Capital L.P. 5511.65%13.15%14.01%Q4 2016Q4 20175
Inscription Capital, LLC 550.06%0.10%0.12%Q3 2021Q3 20225
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
Pinnacle Family Advisors, LLC 550.11%0.14%0.16%Q4 2020Q4 20215
Sowa Financial Group, Inc. 550.01%0.02%0.02%Q4 2019Q4 20205
Blackhawk Capital Partners LLC. 410.52%0.85%1.23%Q2 2021Q3 20225
GPS Wealth Strategies Group, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
ShoreHaven Wealth Partners, LLC 550.14%0.63%0.80%Q1 2022Q1 20235
CFO4Life, L.P. 411.43%2.32%4.46%Q1 2016Q4 20225
StoneX Group Inc. 550.08%0.13%0.20%Q4 2020Q4 20215
Berkshire Money Management, Inc. 550.50%1.26%1.62%Q2 2022Q2 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.03%0.15%Q1 2022Q1 20235
Sugarloaf Wealth Management, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
HYA Advisors, Inc 550.39%0.92%1.60%Q2 2021Q2 20225
Strategic Asset Management, LLC 550.21%0.77%1.13%Q3 2021Q3 20225
Belvedere Trading LLC 220.00%0.00%0.00%Q4 2022Q1 20235
Partnervest Advisory Services LLC 550.10%0.12%0.14%Q2 2018Q2 20195
VIRIDIAN RIA, LLC 320.06%0.18%0.36%Q4 2020Q1 20225
TrueWealth Advisors, LLC 550.12%0.15%0.18%Q1 2021Q1 20225
ARCH CAPITAL GROUP LTD. 551.45%4.52%5.81%Q4 2020Q4 20215
Golden State Equity Partners 410.06%0.10%0.12%Q2 2021Q2 20235
Realta Investment Advisors 550.04%0.06%0.07%Q3 2022Q3 20235
Confluence Wealth Services, Inc. 410.00%0.04%0.06%Q4 2021Q3 20235
Avalon Investment & Advisory 550.02%0.02%0.02%Q1 2019Q1 20205
Costello Asset Management, INC 550.01%0.01%0.01%Q1 2022Q1 20235
Dorsey Wright & Associates 210.62%1.05%1.89%Q1 2017Q2 20214
Y.D. More Investments Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Faithward Advisors, LLC 310.00%0.00%0.00%Q4 2021Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 310.01%0.03%0.04%Q4 2021Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 310.05%0.93%1.92%Q4 2021Q3 20234
Raleigh Capital Management Inc. 310.00%0.32%1.02%Q4 2021Q1 20234
FIRST NATIONAL BANK SIOUX FALLS 440.82%0.85%0.87%Q4 2017Q3 20184
Sanchez Wealth Management Group 444.82%7.77%9.74%Q4 2018Q3 20194
Bangor Savings Bank 440.00%0.00%0.00%Q3 2022Q2 20234
Cerro Pacific Wealth Advisors LLC 442.82%3.55%4.04%Q2 2022Q1 20234
Charter Oak Capital Management, LLC 310.00%0.00%0.00%Q1 2021Q2 20224
OLD MISSION CAPITAL LLC 210.01%0.11%0.33%Q3 2018Q2 20224
Ensign Peak Advisors, Inc 440.01%0.14%0.38%Q4 2021Q3 20224
Sound Income Strategies, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
WARNER FINANCIAL, INC 440.57%0.66%0.70%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2022Q3 20234
GEM Asset Management, LLC 440.24%0.24%0.26%Q4 2022Q3 20234
Stonebridge Capital Advisors LLC 210.00%0.00%0.01%Q2 2020Q1 20234
Lineweaver Wealth Advisors, LLC 440.94%1.84%2.41%Q2 2021Q1 20224
First Allied Advisory Services, Inc. 210.00%0.06%0.13%Q4 2017Q3 20204
CORA CAPITAL ADVISORS LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Perennial Investment Advisors, LLC 440.08%0.09%0.10%Q4 2020Q3 20214
Hexagon Capital Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HSBC HOLDINGS PLC 440.02%0.03%0.03%Q1 2021Q4 20214
Summit Trail Advisors, LLC 310.09%0.12%0.14%Q1 2020Q2 20224
Crewe Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
MAI Capital Management 440.03%0.04%0.04%Q2 2022Q1 20234
SII INVESTMENTS INC/WI 440.28%0.32%0.36%Q1 2017Q4 20174
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.00%0.01%0.02%Q2 2021Q1 20224
TCWP LLC 440.10%0.52%1.13%Q4 2021Q3 20224
Rehmann Capital Advisory Group 440.02%0.02%0.02%Q1 2021Q4 20214
HL FINANCIAL SERVICES LLC 440.00%0.03%0.06%Q2 2018Q1 20194
SIENA CAPITAL LLC 440.09%0.11%0.14%Q4 2021Q3 20224
DOPKINS WEALTH MANAGEMENT, LLC 440.49%0.53%0.63%Q4 2021Q3 20224
BMS Financial Advisors, LLC 310.87%1.61%1.87%Q4 2021Q4 20224
Lindbrook Capital, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
RDA Financial Network 440.12%0.17%0.22%Q2 2020Q1 20214
VisionPoint Advisory Group, LLC 310.00%0.09%0.14%Q2 2020Q3 20234
Horizon Investments, LLC 440.23%0.31%0.45%Q1 2021Q4 20214
Kalos Management, Inc. 440.07%0.08%0.10%Q1 2021Q4 20214
BBJS FINANCIAL ADVISORS, LLC 442.19%2.55%3.12%Q4 2022Q3 20234
Capital One Investing, Inc. 441.46%1.51%1.58%Q4 2018Q3 20194
HOWARD FINANCIAL SERVICES, LTD. 440.22%0.23%0.23%Q1 2019Q4 20194
Quantitative Advantage, LLC 316.81%7.23%8.07%Q4 2017Q4 20194
PINNACLE FINANCIAL PARTNERS INC 310.01%0.01%0.01%Q4 2021Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 310.14%0.18%0.21%Q1 2019Q1 20204
New Republic Capital, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.03%0.03%0.04%Q4 2021Q3 20224
Fortis Capital Management LLC 440.20%0.24%0.28%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 310.00%0.03%0.05%Q3 2022Q3 20234
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q1 2020Q2 20234
Missouri Trust & Investment Co 440.01%0.01%0.01%Q4 2021Q3 20224
Schrum Private Wealth Management LLC 440.22%0.24%0.27%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2019Q3 20234
Koshinski Asset Management, Inc. 310.00%0.02%0.05%Q1 2021Q1 20224
CNB Bank 440.02%0.04%0.04%Q1 2019Q4 20194
Migdal Insurance & Financial Holdings Ltd. 310.00%0.00%0.00%Q1 2017Q3 20234
Huber Financial Advisors, LLC 440.37%1.31%2.64%Q2 2019Q1 20204
Straight Path Wealth Management 440.86%1.36%1.67%Q4 2021Q3 20224
Lantz Financial LLC 440.22%0.33%0.40%Q2 2021Q1 20224
Global Strategic Investment Solutions, LLC 440.01%0.03%0.04%Q2 2021Q1 20224
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
FOUNDERS FINANCIAL SECURITIES LLC 441.51%1.69%1.83%Q1 2021Q4 20214
McIlrath & Eck, LLC 440.00%0.04%0.14%Q2 2022Q1 20234
SageView Advisory Group, LLC 440.12%0.37%0.92%Q4 2022Q3 20234
Oxinas Partners Wealth Management LLC 440.49%0.50%0.54%Q4 2020Q3 20214
CSS LLC/IL 440.08%0.18%0.28%Q1 2021Q4 20214
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 310.00%0.00%0.00%Q3 2017Q1 20234
Arlington Partners LLC 440.00%0.29%0.90%Q4 2022Q3 20234
ExodusPoint Capital Management, LP 210.00%0.08%0.21%Q3 2019Q4 20214
WINTRUST INVESTMENTS LLC 440.02%0.33%0.71%Q3 2020Q2 20214
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q1 2022Q4 20224
Cassady Schiller Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.52%0.74%1.04%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.19%0.39%0.67%Q4 2022Q3 20234
Spruce Investment Advisors LLC 441.93%3.92%4.86%Q1 2017Q4 20174
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q4 2021Q2 20223
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.01%Q2 2017Q4 20183
3D/L Capital Management, LLC 330.06%0.06%0.07%Q2 2021Q4 20213
Ironwood Financial, llc 330.02%0.02%0.02%Q1 2021Q3 20213
Latitude Advisors, LLC 330.07%0.09%0.12%Q3 2021Q1 20223
Invesco Ltd. 210.00%0.00%0.00%Q2 2019Q2 20203
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.57%0.58%0.59%Q2 2020Q4 20203
Apeiron RIA LLC 210.08%0.48%1.03%Q4 2021Q4 20223
Colonial Trust Co / SC 330.16%0.17%0.18%Q3 2022Q1 20233
BOOTHBAY FUND MANAGEMENT, LLC 330.04%0.10%0.18%Q3 2019Q1 20203
Cedar Brook Financial Partners, LLC 110.07%0.08%0.09%Q4 2019Q4 20223
Community Bank, N.A. 330.00%0.00%0.00%Q4 2016Q2 20173
Eudaimonia Partners, LLC 210.00%0.01%0.01%Q2 2020Q1 20213
PEDDOCK CAPITAL ADVISORS, LLC 330.19%0.27%0.35%Q1 2023Q3 20233
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 330.01%0.01%0.01%Q4 2019Q2 20203
JNBA Financial Advisors 210.00%0.00%0.00%Q4 2021Q4 20223
North Star Investment Management Corp. 330.00%0.00%0.00%Q1 2023Q3 20233
Ellevest, Inc. 110.00%0.00%0.00%Q4 2019Q1 20223
TRUST CO OF VERMONT 330.00%0.00%0.00%Q2 2019Q4 20193
HCR Wealth Advisors 110.00%0.02%0.04%Q2 2020Q4 20213
Kozak & Associates, Inc. 330.00%0.01%0.02%Q4 2021Q2 20223
SAXON INTERESTS, INC. 210.45%1.26%2.40%Q4 2021Q1 20233
Cordasco Financial Network 210.00%0.01%0.01%Q4 2018Q3 20203
TOWNSQUARE CAPITAL LLC 210.00%0.01%0.01%Q4 2021Q3 20233
SUTTON PLACE INVESTORS LLC 330.33%0.58%0.90%Q4 2021Q2 20223
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FourThought Financial, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Scissortail Wealth Management, LLC 110.89%1.95%2.48%Q4 2021Q1 20233
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Cornerstone Planning Group LLC 210.02%0.03%0.03%Q4 2022Q3 20233
CFM WEALTH PARTNERS LLC 330.10%0.13%0.17%Q4 2019Q2 20203
NATIXIS ADVISORS, L.P. 330.00%0.00%0.01%Q1 2023Q3 20233
JB Capital LLC 331.12%2.23%3.32%Q3 2021Q1 20223
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.05%0.07%0.08%Q1 2021Q4 20213
PagnatoKarp Partners LLC 330.59%1.55%2.16%Q3 2019Q1 20203
Claret Asset Management Corp 210.04%0.06%0.06%Q2 2018Q1 20193
MGO ONE SEVEN LLC 210.03%0.06%0.12%Q4 2017Q4 20183
ANGELES WEALTH MANAGEMENT, LLC 330.03%0.07%0.11%Q1 2022Q3 20223
ALLIANCEBERNSTEIN L.P. 330.01%0.01%0.01%Q4 2020Q2 20213
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
Mach-1 Financial Group, LLC 210.01%0.03%0.07%Q2 2022Q1 20233
TBH Global Asset Management, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Renaissance Technologies 330.00%0.00%0.00%Q2 2021Q4 20213
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
ASPIRIANT, LLC 330.02%0.03%0.03%Q1 2019Q3 20193
Family Asset Management, LLC 330.07%0.08%0.10%Q1 2023Q3 20233
ACG Wealth 330.06%0.08%0.09%Q1 2022Q3 20223
Acorn Wealth Advisors, LLC 330.31%0.35%0.39%Q3 2018Q1 20193
TrinityPoint Wealth, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Minot Wealth Management LLC 330.04%0.08%0.13%Q4 2021Q2 20223
WESTERN FINANCIAL Corp 330.15%0.16%0.18%Q2 2021Q4 20213
Addison Advisors LLC 330.58%2.18%3.01%Q1 2023Q3 20233
SG Americas Securities, LLC 110.00%0.06%0.16%Q1 2017Q4 20203
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Frontier Asset Management, LLC 210.05%0.35%0.51%Q4 2021Q4 20223
HM PAYSON & CO 210.00%0.00%0.00%Q2 2021Q3 20233
CUE ADVISORY SERVICES, INC. 330.14%0.17%0.20%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.11%0.11%0.12%Q1 2023Q3 20233
Quantbot Technologies LP 210.00%0.03%0.06%Q3 2019Q2 20223
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Marcum Wealth, LLC 330.03%0.04%0.04%Q4 2021Q2 20223
HOHIMER WEALTH MANAGEMENT, LLC 330.06%0.06%0.07%Q4 2021Q2 20223
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2022Q4 20223
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2020Q2 20223
Crow Point Partners, LLC 210.10%0.27%0.53%Q4 2017Q4 20193
Red Door Wealth Management, LLC 330.22%0.23%0.25%Q2 2021Q4 20213
Hills Bank & Trust Co 330.01%0.02%0.02%Q1 2023Q3 20233
VICUS CAPITAL 210.06%0.16%0.26%Q4 2018Q2 20203
S.C. Financial Services, Inc. 330.34%0.66%1.06%Q4 2021Q2 20223
BlackRock Investment Management, LLC 330.00%0.01%0.01%Q2 2016Q4 20163
Smart Money Group LLC 220.88%0.89%0.91%Q2 2020Q3 20202
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Crown Wealth Group, LLC 221.04%1.69%2.34%Q4 2021Q1 20222
HAZLETT, BURT & WATSON, INC. 220.00%0.01%0.02%Q3 2022Q4 20222
Northwest Capital Management Inc 220.00%0.01%0.01%Q2 2023Q3 20232
SMITH, MOORE & CO. 220.24%0.30%0.35%Q1 2021Q2 20212
Alpine Global Management, LLC 110.09%0.23%0.36%Q4 2016Q4 20172
LifePlan Financial Group, Inc 221.02%1.04%1.05%Q2 2020Q3 20202
QUEST CAPITAL MANAGEMENT INC /ADV 220.06%0.16%0.27%Q3 2021Q4 20212
Alpha DNA Investment Management LLC 220.07%0.09%0.11%Q4 2020Q1 20212
SMITH SHELLNUT WILSON LLC /ADV 220.00%0.01%0.02%Q2 2021Q3 20212
Strategic Financial Concepts, LLC 220.09%0.10%0.11%Q1 2023Q2 20232
Edge Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Strategic Equity Management 222.70%2.74%2.77%Q2 2021Q3 20212
Consolidated Planning Corp 220.11%0.39%0.67%Q2 2023Q3 20232
Virtu Financial LLC 110.02%0.11%0.19%Q1 2019Q4 20192
Neuberger Berman Group LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Keystone Financial Services 221.58%2.44%3.30%Q4 2021Q1 20222
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.16%0.24%0.32%Q3 2019Q4 20192
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
Accel Wealth Management 220.00%0.00%0.00%Q4 2022Q1 20232
Vontobel Holding Ltd. 220.00%0.00%0.00%Q1 2021Q2 20212
Visionary Asset Management, Inc. 220.12%0.12%0.13%Q3 2018Q4 20182
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q1 20232
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2022Q2 20232
Angeles Investment Advisors, LLC 110.03%3.88%7.73%Q1 2022Q1 20232
BANK OF NOVA SCOTIA 220.00%0.01%0.01%Q4 2017Q1 20182
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
GSA CAPITAL PARTNERS LLP 110.03%0.07%0.10%Q1 2023Q3 20232
NATIONAL PLANNING CORP 220.04%0.04%0.04%Q2 2016Q3 20162
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.05%0.05%0.06%Q3 2021Q4 20212
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q4 2021Q2 20232
Roble, Belko & Company, Inc 220.00%0.00%0.01%Q1 2022Q2 20222
Arkos Global Advisors 220.07%0.07%0.08%Q1 2021Q2 20212
MARIPAU WEALTH MANAGEMENT LLC 220.86%0.87%0.88%Q4 2021Q1 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20222
Timber Hill LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WEALTH MANAGEMENT RESOURCES, INC. 220.14%0.14%0.15%Q4 2021Q1 20222
Sovereign Financial Group, Inc. 220.08%0.12%0.16%Q4 2021Q1 20222
HIGHLAND CAPITAL MANAGEMENT, LLC 220.16%0.17%0.18%Q3 2016Q4 20162
FLPUTNAM INVESTMENT MANAGEMENT CO 220.12%0.13%0.14%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Jacobi Capital Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
Arrow Investment Advisors, LLC 225.40%5.42%5.45%Q4 2017Q1 20182
ENZI WEALTH 220.13%0.13%0.14%Q3 2022Q4 20222
Glass Jacobson Investment Advisors llc 110.00%0.00%0.01%Q4 2022Q2 20232
Better Money Decisions, LLC 110.00%0.00%0.01%Q3 2021Q2 20222
Icon Wealth Advisors, LLC 220.18%0.18%0.18%Q3 2022Q4 20222
ETRADE Capital Management LLC 220.80%0.89%0.99%Q2 2020Q3 20202
Kessler Investment Group, LLC 110.01%0.04%0.06%Q2 2018Q1 20212
Castle Rock Wealth Management, LLC 220.10%0.10%0.10%Q1 2021Q2 20212
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
USAdvisors Wealth Management, LLC 220.24%1.73%3.22%Q1 2021Q2 20212
Stephens Consulting, LLC 220.04%0.16%0.29%Q2 2022Q3 20222
FNY Investment Advisers, LLC 110.00%0.01%0.02%Q2 2018Q3 20232
HOWE & RUSLING INC 110.00%0.01%0.01%Q2 2022Q3 20232
Towercrest Capital Management 220.10%0.10%0.10%Q2 2020Q3 20202
Alliance Wealth Management Group 220.18%0.18%0.18%Q2 2020Q3 20202
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Moors & Cabot, Inc. 220.01%0.02%0.02%Q2 2021Q3 20212
IAG Wealth Partners, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
Eagle Bay Advisors LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Oxler Private Wealth LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Epstein & White Financial LLC 110.06%1.30%2.54%Q4 2019Q2 20212
Oakworth Capital, Inc. 110.00%0.01%0.02%Q1 2023Q3 20232
Curi Wealth Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
COMERICA BANK 110.01%0.02%0.03%Q4 2017Q3 20232
Teamwork Financial Advisors, LLC 220.04%0.06%0.07%Q4 2021Q1 20222
Lunt Capital Management, Inc. 220.16%0.17%0.17%Q2 2023Q3 20232
PRW Wealth Management LLC 220.44%0.44%0.44%Q4 2018Q1 20192
LGT Financial Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Choate Investment Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GeoWealth Management, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
Scarborough Advisors, LLC 220.10%1.33%2.56%Q4 2021Q1 20222
Advisory Alpha, LLC 110.00%0.01%0.01%Q3 2020Q2 20232
Certus Wealth Management, LLC 220.59%0.89%1.19%Q2 2023Q3 20232
JD Financial Services Inc. 220.26%0.28%0.30%Q4 2020Q1 20212
Tuttle Capital Management, LLC 220.25%1.24%2.24%Q3 2020Q4 20202
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q4 20181
FormulaFolio Investments, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BKA Wealth Consulting, Inc. 115.28%5.28%5.28%Q1 2022Q1 20221
Rollins Financial 110.06%0.06%0.06%Q4 2021Q4 20211
Brown Miller Wealth Management, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2019Q4 20191
RMR Wealth Builders 110.03%0.03%0.03%Q1 2021Q1 20211
CAPITAL ONE, NATIONAL ASSOCIATION 111.67%1.67%1.67%Q4 2019Q4 20191
COMERICA SECURITIES INC 110.24%0.24%0.24%Q4 2018Q4 20181
RIVERSEDGE ADVISORS, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Graypoint LLC 110.03%0.03%0.03%Q2 2023Q2 20231
New England Private Wealth Advisors LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Counsel Portfolio Services Inc. 110.05%0.05%0.05%Q1 2016Q1 20161
Kabarec Financial Advisors, Ltd. 110.14%0.14%0.14%Q2 2018Q2 20181
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Private Advisory Group LLC 110.24%0.24%0.24%Q4 2017Q4 20171
QCM Cayman, Ltd. 110.82%0.82%0.82%Q1 2021Q1 20211
Truepoint, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tennessee Valley Asset Management Partners 110.10%0.10%0.10%Q3 2021Q3 20211
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Clifford Group, LLC 110.69%0.69%0.69%Q4 2022Q4 20221
Kiwi Wealth Investments Limited Partnership 110.04%0.04%0.04%Q2 2021Q2 20211
Castleview Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Y-Intercept (Hong Kong) Ltd 110.26%0.26%0.26%Q4 2021Q4 20211
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Q3 Asset Management 113.32%3.32%3.32%Q1 2021Q1 20211
Mill Creek Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
OKABENA INVESTMENT SERVICES INC 110.02%0.02%0.02%Q2 2023Q2 20231
BW Gestao de Investimentos Ltda. 112.85%2.85%2.85%Q2 2019Q2 20191
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Retireful, LLC 117.79%7.79%7.79%Q1 2022Q1 20221
Pinnacle Private Wealth, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Blueprint Investment Partners LLC 110.06%0.06%0.06%Q2 2022Q2 20221
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Homrich & Berg 110.01%0.01%0.01%Q2 2021Q2 20211
Aveo Capital Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Northstar Advisory Group, LLC 113.41%3.41%3.41%Q3 2021Q3 20211
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Tibra Equities Europe Ltd 113.83%3.83%3.83%Q4 2020Q4 20201
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.01%0.01%0.01%Q2 2021Q2 20211
Capital CS Group, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
SFMG, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Soltis Investment Advisors LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Dynasty Wealth Management, LLC 110.10%0.10%0.10%Q1 2018Q1 20181
FINANCIAL LIFE ADVISORS 110.94%0.94%0.94%Q4 2022Q4 20221
Claybrook Capital, LLC 117.98%7.98%7.98%Q4 2018Q4 20181
GSG Advisors LLC 110.24%0.24%0.24%Q3 2023Q3 20231
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
Royal Harbor Partners, LLC 114.26%4.26%4.26%Q1 2022Q1 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Dentgroup LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Lenox Wealth Management, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
ADE, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
1900 WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
CCG WEALTH MANAGEMENT, LLC 110.93%0.93%0.93%Q3 2021Q3 20211
MCDONALD PARTNERS LLC 110.13%0.13%0.13%Q4 2021Q4 20211
America First Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q3 2017Q3 20171
Lansing Street Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
CITY HOLDING CO 110.00%0.00%0.00%Q4 2022Q4 20221
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Tevis Investment Management 110.09%0.09%0.09%Q4 2021Q4 20211
Ashburton (Jersey) Ltd 110.02%0.02%0.02%Q2 2022Q2 20221
Park Place Capital Corp 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaStar Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
West Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Yarbrough Capital, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CABANA LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Intergy Private Wealth, LLC 111.22%1.22%1.22%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Keel Point, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
EFG CAPITAL INTERNATIONAL CORP. 110.88%0.88%0.88%Q2 2023Q2 20231
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Symphony Financial, Ltd. Co. 110.14%0.14%0.14%Q1 2022Q1 20221
MERITAGE PORTFOLIO MANAGEMENT 110.48%0.48%0.48%Q4 2021Q4 20211
LAZARD ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2016Q1 20161
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 111.02%1.02%1.02%Q2 2021Q2 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q3 2013Q3 20131
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Lutz Financial Services LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Paloma Partners Management Co 110.08%0.08%0.08%Q2 2020Q2 20201
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2014Q4 20141
HAP Trading, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Headlands Technologies LLC 110.06%0.06%0.06%Q4 2022Q4 20221
WJ Interests, LLC 114.06%4.06%4.06%Q2 2022Q2 20221
Banco Santander, S.A. 110.04%0.04%0.04%Q2 2021Q2 20211
Procyon Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sage Capital Advisors,llc 110.29%0.29%0.29%Q1 2020Q1 20201
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ORSER CAPITAL MANAGEMENT, LLC 110.37%0.37%0.37%Q4 2017Q4 20171
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.00%0.00%Q3 2020Q3 20201
HBW ADVISORY SERVICES LLC 110.25%0.25%0.25%Q1 2021Q1 20211
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Baker Avenue Asset Management, LP 110.02%0.02%0.02%Q3 2018Q3 20181
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Carnegie Capital Asset Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Operose Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Single Point Partners, LLC 110.52%0.52%0.52%Q2 2023Q2 20231
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
DRW Securities, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
B. Riley Financial, Inc. 110.13%0.13%0.13%Q4 2017Q4 20171
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
SYNTAX RESEARCH, INC. 115.74%5.74%5.74%Q3 2023Q3 20231
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q1 2016Q1 20161
Seaside Wealth Management, Inc. 110.16%0.16%0.16%Q2 2022Q2 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q1 2023Q1 20231
J Arnold Wealth Management Co 110.01%0.01%0.01%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.71%0.71%0.71%Q1 2021Q1 20211
CX Institutional 110.16%0.16%0.16%Q4 2022Q4 20221
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Fiera Capital Corp 110.00%0.00%0.00%Q4 2018Q4 20181
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Arlington Trust Co LLC 110.90%0.90%0.90%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q2 2021Q2 20211
Certified Advisory Corp 110.01%0.01%0.01%Q3 2018Q3 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
F3Logic, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Stratos Investment Management, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
PATHSTONE FAMILY OFFICE, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Dakota Wealth Management 110.04%0.04%0.04%Q1 2019Q1 20191
External links

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