ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2920.00%0.00%0.02%Q4 2013Q2 202485
Cutler Group LLC / CA 27270.00%0.01%0.12%Q3 2017Q1 202469
Citadel Advisors 1610.00%0.00%0.04%Q4 2014Q2 202458
ROYAL BANK OF CANADA 45450.00%0.01%0.03%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 44440.00%0.03%0.07%Q3 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 44440.04%0.39%1.13%Q3 2013Q2 202444
MORGAN STANLEY 43430.00%0.04%0.10%Q4 2013Q2 202443
Cetera Advisor Networks LLC 43430.10%0.66%2.47%Q2 2013Q4 202343
AMERIPRISE FINANCIAL INC 43430.00%0.06%0.34%Q4 2013Q2 202443
LPL Financial LLC 43430.00%0.17%0.48%Q4 2013Q2 202443
US BANCORP \DE\ 42420.00%0.02%0.11%Q1 2014Q2 202442
Private Advisor Group, LLC 40400.00%0.15%0.35%Q3 2014Q2 202441
Atria Investments, Inc 41410.02%0.32%1.60%Q2 2014Q2 202441
UBS Group AG 39390.00%0.05%0.11%Q4 2014Q2 202440
Sigma Planning Corp 39390.05%0.49%1.34%Q4 2014Q2 202439
ProVise Management Group, LLC 38380.03%0.16%1.56%Q1 2015Q2 202438
Brinker Capital Investments, LLC 38380.00%0.49%2.26%Q3 2013Q4 202238
JPMORGAN CHASE & CO 38380.00%0.00%0.02%Q1 2015Q2 202438
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37370.00%3.79%5.52%Q2 2015Q2 202438
RAYMOND JAMES & ASSOCIATES 38380.01%0.17%0.37%Q1 2015Q2 202438
GOLDMAN SACHS GROUP INC 2030.00%0.00%0.02%Q4 2013Q2 202438
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.01%0.04%0.15%Q2 2015Q2 202437
STIFEL FINANCIAL CORP 3520.01%0.04%0.21%Q1 2014Q2 202437
WELLS FARGO & COMPANY/MN 37370.00%0.03%0.06%Q2 2015Q2 202437
Hilltop Holdings Inc. 3520.02%0.52%2.32%Q1 2015Q2 202437
Cambridge Investment Research Advisors, Inc. 3610.01%0.15%0.36%Q3 2014Q2 202437
BROWN ADVISORY INC 36360.00%0.00%0.01%Q3 2015Q2 202436
Raymond James Financial Services Advisors, Inc. 36360.04%0.16%0.33%Q3 2015Q2 202436
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q3 2017Q2 202436
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 36360.95%1.37%1.77%Q3 2015Q2 202436
Creative Planning 2710.00%0.01%0.02%Q3 2014Q2 202436
FMR LLC 3330.00%0.02%0.06%Q2 2015Q2 202436
JANE STREET GROUP, LLC 1120.00%0.01%0.07%Q4 2014Q2 202436
Well Done, LLC 35350.48%6.66%12.50%Q4 2015Q2 202435
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.12%0.25%Q4 2015Q2 202435
CITIGROUP INC 3410.00%0.01%0.08%Q3 2015Q2 202435
Armbruster Capital Management, Inc. 35357.14%12.28%18.04%Q4 2015Q2 202435
Janney Montgomery Scott LLC 3230.01%0.24%0.62%Q3 2015Q2 202435
B. Riley Wealth Advisors, Inc. 35350.02%0.29%0.92%Q4 2015Q2 202435
THRIVENT FINANCIAL FOR LUTHERANS 28280.00%0.06%0.28%Q3 2017Q2 202435
Cerity Partners OCIO LLC 35350.06%3.27%5.36%Q2 2014Q4 202235
Carroll Financial Associates, Inc. 35350.00%2.59%3.77%Q2 2013Q4 202135
OPPENHEIMER & CO INC 3410.01%0.40%0.64%Q1 2015Q2 202435
CWM, LLC 23110.00%1.54%3.75%Q4 2015Q2 202434
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3130.00%0.06%0.11%Q4 2015Q2 202434
Advisory Services Network, LLC 3040.00%0.21%1.19%Q4 2015Q2 202434
Argent Trust Co 34340.02%0.08%0.20%Q1 2016Q2 202434
Geneos Wealth Management Inc. 34340.01%0.10%0.34%Q1 2016Q2 202434
Cetera Advisors LLC 34340.02%0.15%0.39%Q3 2015Q4 202334
Stratos Wealth Partners, LTD. 34340.03%0.51%1.24%Q1 2016Q2 202434
IFP Advisors, Inc 20140.00%0.10%0.34%Q4 2015Q2 202434
HighTower Advisors, LLC 3110.00%0.07%0.29%Q3 2015Q2 202433
LINCOLN NATIONAL CORP 33330.02%0.10%0.27%Q1 2016Q1 202433
FAS Wealth Partners, Inc. 33330.03%0.13%0.26%Q2 2016Q2 202433
Legacy Private Trust Co. 2940.07%1.17%2.60%Q1 2016Q2 202433
Bank of New York Mellon Corp 33330.00%0.01%0.03%Q2 2016Q2 202433
KEYBANK NATIONAL ASSOCIATION/OH 33330.07%0.61%1.42%Q2 2016Q2 202433
ASSETMARK, INC 3210.00%0.52%0.98%Q1 2016Q2 202433
J.P. Morgan Private Wealth Advisors LLC 33330.01%0.06%0.30%Q3 2015Q3 202333
BALASA DINVERNO & FOLTZ LLC 33334.04%7.57%10.21%Q3 2014Q3 202233
WEALTHSOURCE PARTNERS, LLC 32320.19%1.06%2.40%Q1 2016Q4 202332
Lido Advisors, LLC 3020.04%0.34%0.74%Q2 2016Q2 202432
McKinley Carter Wealth Services, Inc. 32320.09%2.40%6.12%Q3 2016Q2 202432
Brookstone Capital Management 2840.01%0.38%2.27%Q1 2016Q2 202432
Snowden Capital Advisors LLC 2840.02%0.17%0.61%Q1 2016Q2 202432
PATTON ALBERTSON MILLER GROUP, LLC 2840.03%0.59%1.34%Q2 2016Q2 202432
D.A. DAVIDSON & CO. 32320.01%0.04%0.06%Q3 2016Q2 202432
VICUS CAPITAL 31310.03%0.42%0.91%Q4 2016Q2 202431
PITTENGER & ANDERSON INC 31310.00%0.03%0.09%Q4 2016Q2 202431
Migdal Insurance & Financial Holdings Ltd. 2920.00%0.04%0.22%Q2 2016Q2 202431
Baird Financial Group, Inc. 2830.00%0.08%0.14%Q2 2016Q2 202431
Burt Wealth Advisors 2740.00%5.71%10.66%Q1 2015Q2 202431
CREATIVE FINANCIAL DESIGNS INC /ADV 31310.06%1.04%3.92%Q4 2016Q2 202431
BlackRock Finance, Inc. 30300.00%0.01%0.01%Q1 2017Q2 202431
PARK AVENUE SECURITIES LLC 1120.01%2.23%12.32%Q3 2015Q2 202431
Symmetry Partners, LLC 31311.72%3.37%5.84%Q4 2016Q2 202431
Peak Asset Management, LLC 31310.13%0.43%0.63%Q3 2015Q1 202331
Parallel Advisors, LLC 30300.04%0.35%2.07%Q1 2017Q2 202430
3D ASSET MANAGEMENT, INC 30300.13%5.13%8.26%Q2 2013Q3 202030
V Wealth Advisors LLC 30300.05%0.42%1.25%Q1 2016Q2 202330
CFO4Life Group, LLC 30303.33%5.23%9.21%Q1 2017Q2 202430
FIFTH THIRD BANCORP 29290.00%0.06%0.25%Q2 2017Q2 202429
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.00%0.02%0.05%Q2 2017Q2 202429
MML INVESTORS SERVICES, LLC 29290.05%0.35%1.06%Q2 2017Q2 202429
Roof Eidam Maycock Peralta, LLC 29290.23%2.91%6.12%Q4 2015Q4 202229
BANK OF MONTREAL /CAN/ 29290.00%0.01%0.04%Q2 2017Q2 202429
Estate Counselors, LLC 1420.04%1.17%2.86%Q3 2015Q1 202429
Global Retirement Partners, LLC 19100.00%0.09%0.39%Q1 2017Q2 202429
LEVEL FOUR ADVISORY SERVICES, LLC 2810.02%0.09%0.24%Q4 2016Q2 202429
Baker Avenue Asset Management, LP 2540.00%0.67%1.72%Q4 2015Q3 202329
FOSTER DYKEMA CABOT & CO INC/MA 28280.02%2.60%4.31%Q4 2016Q3 202328
Valeo Financial Advisors, LLC 28280.01%0.04%0.09%Q3 2017Q2 202428
BANK HAPOALIM BM 28280.02%0.08%0.13%Q1 2015Q4 202128
Newfound Research LLC 28280.00%2.23%9.70%Q4 2015Q3 202228
NewEdge Advisors, LLC 1990.01%0.14%0.42%Q2 2017Q2 202428
Capital Advisors, Ltd. LLC 28280.00%0.06%0.14%Q4 2016Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28281.20%13.60%24.77%Q3 2017Q2 202428
Jackson, Grant Investment Advisers, Inc. 28280.00%0.07%0.17%Q4 2015Q3 202228
First PREMIER Bank 28280.03%0.05%0.06%Q3 2017Q2 202428
Van Hulzen Asset Management, LLC 28280.12%0.49%1.22%Q3 2017Q2 202428
PARSONS CAPITAL MANAGEMENT INC/RI 28280.02%0.05%0.08%Q3 2017Q2 202428
GLENMEDE TRUST CO NA 2350.00%0.00%0.00%Q1 2017Q2 202428
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 28280.02%0.06%0.14%Q3 2017Q2 202428
Glenview Trust Co 28280.02%0.41%0.65%Q3 2017Q2 202428
Tillar-Wenstrup Advisors, LLC 27270.24%5.15%10.66%Q2 2016Q4 202227
Fortis Advisors, LLC 2220.00%6.38%13.32%Q4 2016Q2 202427
FLAGSHIP HARBOR ADVISORS, LLC 27270.01%0.09%1.13%Q3 2017Q1 202427
Santori & Peters, Inc. 27270.18%5.52%10.48%Q4 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.04%0.10%0.16%Q4 2017Q2 202427
Smart Money Group LLC 27270.49%5.56%11.87%Q4 2017Q2 202427
FINANCIAL LIFE ADVISORS 27270.16%2.01%2.81%Q4 2017Q2 202427
IHT Wealth Management, LLC 27270.01%0.16%0.51%Q4 2017Q2 202427
SCOTIA CAPITAL INC. 27270.00%0.03%0.08%Q4 2017Q2 202427
Cetera Investment Advisers 27270.01%0.27%0.86%Q3 2017Q1 202427
Jacobi Capital Management LLC 27270.03%0.04%0.08%Q4 2017Q2 202427
WBH ADVISORY INC 2160.03%0.07%0.23%Q3 2017Q2 202427
Sanchez Wealth Management Group 27273.97%6.02%15.67%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.00%0.04%0.16%Q4 2017Q2 202427
STRINGER ASSET MANAGEMENT, LLC 2073.07%8.82%12.92%Q1 2015Q3 202227
WealthShield Partners, LLC 27270.01%0.56%2.71%Q4 2017Q2 202427
PFG Advisors 27270.07%0.34%0.74%Q4 2017Q2 202427
Eldridge Investment Advisors, Inc. 27270.25%3.13%7.58%Q4 2017Q2 202427
First Heartland Consultants, Inc. 1890.01%0.17%0.57%Q3 2017Q2 202427
Trilogy Capital Inc. 27272.04%3.98%7.23%Q4 2017Q2 202427
Darwin Wealth Management, LLC 27270.07%0.73%3.00%Q4 2017Q2 202427
Integrated Wealth Concepts LLC 27270.43%1.52%3.16%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.08%0.25%0.39%Q4 2017Q2 202427
VISTA INVESTMENT MANAGEMENT 27270.10%1.08%2.31%Q4 2017Q2 202427
UNITED SERVICES AUTOMOBILE ASSOCIATION 27270.09%0.49%1.90%Q3 2014Q1 202127
Financial Advocates Investment Management 27270.11%0.46%1.29%Q4 2017Q2 202427
Tower Research Capital LLC (TRC) 1210.00%0.09%0.39%Q4 2015Q2 202427
Sheaff Brock Investment Advisors, LLC 27270.05%0.16%0.26%Q4 2017Q2 202427
Chicago Partners Investment Group LLC 27270.01%0.71%1.15%Q4 2017Q2 202427
White Lighthouse Investment Management Inc. 27270.11%0.53%1.05%Q4 2017Q2 202427
Royal Fund Management, LLC 27270.02%0.91%1.39%Q4 2017Q2 202427
ATLAS CAPITAL ADVISORS LLC 26260.78%1.78%3.45%Q1 2018Q2 202426
Atlas Brown,Inc. 2510.04%0.22%0.34%Q4 2017Q2 202426
CENTAURUS FINANCIAL, INC. 26260.52%1.23%2.26%Q4 2017Q1 202426
Steward Partners Investment Advisory, LLC 26260.02%0.20%0.35%Q1 2018Q2 202426
Bogart Wealth, LLC 26260.00%0.03%0.70%Q1 2018Q2 202426
Csenge Advisory Group 2150.06%0.42%0.85%Q3 2017Q2 202426
PRUDENTIAL PLC 26260.00%0.02%0.20%Q1 2018Q2 202426
New England Private Wealth Advisors LLC 26260.27%0.52%0.87%Q1 2018Q2 202426
Continuum Advisory, LLC 26260.01%0.24%0.79%Q1 2018Q2 202426
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.24%0.83%Q3 2013Q4 201926
Polaris Wealth Advisory Group, LLC 14120.02%0.22%0.47%Q1 2016Q3 202326
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.01%Q1 2018Q2 202426
Focused Wealth Management, Inc 26260.14%2.67%4.81%Q1 2018Q2 202426
MARINO, STRAM & ASSOCIATES LLC 14120.24%0.44%0.76%Q4 2017Q2 202426
Almanack Investment Partners, LLC. 26260.04%0.51%1.83%Q1 2018Q2 202426
Diversified Trust Co 25250.01%1.95%3.90%Q3 2016Q3 202225
Private Advisory Group LLC 1410.05%0.40%1.63%Q4 2016Q2 202425
Wall Capital Group, Inc. 25250.03%11.57%23.40%Q1 2017Q1 202325
First Horizon Advisors, Inc. 25250.00%0.08%0.31%Q2 2018Q2 202425
PINNACLE ASSOCIATES LTD 25250.00%0.01%0.03%Q2 2018Q2 202425
Biondo Investment Advisors, LLC 25250.13%0.25%0.37%Q2 2018Q2 202425
Prospera Financial Services Inc 1720.01%0.08%0.19%Q3 2017Q2 202425
SIGNATUREFD, LLC 25250.00%0.01%0.03%Q2 2018Q2 202425
RFG Advisory, LLC 2320.01%2.29%4.11%Q1 2018Q2 202425
FRANKLIN RESOURCES INC 25250.00%0.00%0.01%Q2 2018Q2 202425
Good Life Advisors, LLC 25250.04%0.33%0.81%Q2 2018Q2 202425
Allianz Asset Management GmbH 1820.00%0.03%0.07%Q2 2014Q1 202225
Dynamic Advisor Solutions LLC 2140.01%0.06%0.16%Q1 2018Q2 202425
Sound Income Strategies, LLC 1960.00%0.01%0.11%Q1 2018Q2 202425
JANICZEK WEALTH MANAGEMENT, LLC 25250.01%0.92%6.19%Q2 2018Q2 202425
Pinnacle Wealth Management Advisory Group, LLC 25250.03%0.18%0.38%Q2 2018Q2 202425
Capital Investment Advisory Services, LLC 25250.14%1.55%5.60%Q2 2018Q2 202425
Mariner, LLC 25250.02%0.26%0.67%Q2 2018Q2 202425
BOK Financial Private Wealth, Inc. 1710.00%0.05%0.11%Q2 2016Q1 202325
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.01%0.38%1.82%Q3 2018Q2 202424
Wealthcare Advisory Partners LLC 1770.00%0.03%0.11%Q4 2017Q2 202424
Horan Securities, Inc. 1160.00%0.07%0.40%Q1 2017Q2 202324
Dakota Wealth Management 24240.01%0.22%0.90%Q3 2018Q2 202424
BUCKINGHAM STRATEGIC WEALTH, LLC 2310.01%0.02%0.09%Q3 2016Q2 202424
CLEAR INVESTMENT RESEARCH, LLC 24240.02%0.31%1.14%Q3 2018Q2 202424
AE Wealth Management LLC 24240.05%0.35%1.07%Q3 2018Q2 202424
Mutual Advisors, LLC 24240.04%0.21%1.28%Q3 2018Q2 202424
RAYMOND JAMES TRUST N.A. 14100.01%0.08%0.14%Q2 2018Q2 202424
ERn Financial, LLC 23230.15%1.58%4.40%Q4 2018Q2 202423
RHS Financial, LLC 23230.60%1.42%2.44%Q4 2018Q2 202423
Garrett Wealth Advisory Group, LLC 23233.00%8.36%14.59%Q4 2018Q2 202423
Gladstone Institutional Advisory LLC 23230.06%0.40%2.85%Q4 2018Q2 202423
Clark Capital Management Group, Inc. 1220.01%0.73%3.06%Q3 2016Q2 202423
Bernardo Wealth Planning LLC 23230.17%0.81%2.63%Q4 2018Q2 202423
CRA Financial Services, LLC 23230.13%0.27%0.40%Q4 2018Q2 202423
AVANTAX ADVISORY SERVICES, INC. 23230.01%0.07%0.53%Q4 2018Q2 202423
Forefront Analytics, LLC 23232.86%6.19%9.85%Q4 2018Q2 202423
WealthBridge Capital Management, LLC 23230.11%0.50%1.10%Q4 2018Q2 202423
Centric Wealth Management 23230.11%0.28%0.66%Q4 2018Q2 202423
Aspire Private Capital, LLC 23230.00%0.07%0.17%Q4 2018Q2 202423
Crestwood Advisors Group, LLC 23230.04%0.25%0.59%Q4 2018Q2 202423
LS Investment Advisors, LLC 23230.07%0.56%1.49%Q4 2018Q2 202423
Institute for Wealth Management, LLC. 23230.09%0.11%0.16%Q4 2018Q2 202423
JFS WEALTH ADVISORS, LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
Patriot Financial Group Insurance Agency, LLC 2120.01%0.13%0.50%Q2 2017Q1 202323
Glassman Wealth Services 2120.03%0.04%0.06%Q2 2018Q2 202423
Intelligence Driven Advisers, LLC 23230.04%3.39%6.32%Q4 2018Q2 202423
Keystone Financial Group 1940.15%0.48%0.71%Q2 2018Q1 202423
CreativeOne Wealth, LLC 23230.01%0.10%0.57%Q4 2018Q2 202423
CCG WEALTH MANAGEMENT, LLC 23230.80%1.36%2.39%Q4 2018Q2 202423
Regal Wealth Group, Inc. 23230.17%3.02%4.87%Q2 2018Q4 202323
Belpointe Asset Management LLC 1620.04%0.11%0.23%Q3 2017Q2 202423
PFS INVESTMENTS INC. 22220.38%1.92%5.73%Q1 2018Q2 202322
BB&T SECURITIES, LLC 22220.01%0.11%0.29%Q2 2014Q3 201922
Pensionmark Financial Group, LLC 2110.05%0.34%0.63%Q4 2018Q2 202422
MEITAV INVESTMENT HOUSE LTD 1480.00%0.01%0.10%Q4 2018Q2 202422
M&T BANK CORP 1810.00%0.03%0.15%Q2 2018Q2 202422
TSFG, LLC 22220.00%0.00%0.02%Q1 2019Q2 202422
DAIDO LIFE INSURANCE CO 22220.87%2.55%3.35%Q1 2018Q2 202322
BESSEMER GROUP INC 1930.00%0.01%0.13%Q2 2018Q2 202422
Cedar Brook Financial Partners, LLC 22220.19%0.50%1.01%Q4 2018Q1 202422
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.08%0.19%0.47%Q4 2015Q3 202222
Weaver Consulting Group 22220.30%1.00%1.54%Q1 2019Q2 202422
Opes Wealth Management LLC 22221.71%2.46%3.37%Q1 2019Q2 202422
Stewardship Financial Advisors, LLC 22223.72%8.46%12.80%Q4 2015Q1 202122
Spectrum Wealth Advisory Group, LLC 22220.38%0.79%4.20%Q1 2019Q2 202422
MERCER GLOBAL ADVISORS INC /ADV 22221.85%3.52%4.57%Q1 2019Q2 202422
Endurance Wealth Management, Inc. 22220.01%0.01%0.01%Q1 2018Q2 202322
SRS Capital Advisors, Inc. 1320.07%0.12%0.18%Q3 2018Q2 202422
Cooper Financial Group 1840.04%0.90%5.28%Q4 2018Q2 202422
CAPTRUST FINANCIAL ADVISORS 1710.00%0.27%1.28%Q2 2017Q2 202422
Western Wealth Management, LLC 11110.14%0.30%0.68%Q4 2018Q2 202422
Requisite Capital Management, LLC 2010.10%4.91%9.62%Q4 2018Q1 202421
Dai-ichi Life Insurance Company, Ltd 1740.05%0.14%0.24%Q1 2019Q2 202421
Kovack Advisors, Inc. 1910.03%0.12%0.20%Q4 2017Q3 202321
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 21210.23%0.59%0.92%Q2 2018Q2 202321
Sowell Financial Services LLC 1020.07%0.24%0.48%Q4 2016Q1 202321
Focus Financial Network, Inc. 1920.06%0.49%1.19%Q1 2019Q2 202421
WASHINGTON TRUST Co 1650.01%0.01%0.02%Q3 2018Q2 202421
DONALDSON CAPITAL MANAGEMENT, LLC 21210.11%0.61%0.89%Q2 2019Q2 202421
PRUDENTIAL FINANCIAL INC 1560.00%0.00%0.01%Q2 2018Q2 202421
Rockefeller Capital Management L.P. 1740.00%0.02%0.05%Q1 2019Q2 202421
FundX Investment Group, LLC 1920.08%9.27%34.43%Q1 2016Q4 202121
THOROUGHBRED FINANCIAL SERVICES, LLC 2010.08%0.25%0.49%Q1 2019Q2 202421
Hartford Financial Management Inc. 2010.03%0.03%0.04%Q1 2017Q1 202321
Insight Wealth Strategies, LLC 21210.08%3.45%4.60%Q2 2019Q2 202421
Cambria Investment Management, L.P. 21210.07%0.45%0.80%Q4 2014Q4 201921
Summit X, LLC 1560.05%0.29%0.59%Q3 2018Q2 202421
American Portfolios Advisors 20200.22%0.38%0.62%Q4 2017Q3 202220
Sigma Investment Management Co 20200.47%8.16%14.57%Q1 2014Q4 201820
First Allied Advisory Services, Inc. 20200.02%0.14%0.36%Q4 2015Q3 202020
Front Row Advisors LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
NORTHERN TRUST CORP 1410.00%0.00%0.00%Q4 2018Q2 202420
LINCOLN CAPITAL CORP 20200.14%2.02%3.58%Q3 2019Q2 202420
Clearwater Capital Advisors, LLC 1910.00%0.17%0.65%Q1 2018Q1 202320
SALEM INVESTMENT COUNSELORS INC 1550.00%0.00%0.00%Q2 2019Q2 202420
IFG Advisory, LLC 20200.26%0.89%1.49%Q3 2019Q2 202420
Strategic Investment Advisors / MI 1640.11%0.46%0.72%Q2 2019Q2 202420
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q2 2018Q2 202420
F3Logic, LLC 20200.16%1.68%6.21%Q1 2018Q4 202220
Financial Enhancement Group LLC 20200.00%0.35%1.36%Q4 2017Q3 202220
Clear Creek Financial Management, LLC 1550.12%1.92%6.36%Q2 2019Q2 202420
Madrona Financial Services, LLC 1550.26%4.63%8.30%Q4 2015Q3 202220
Arete Wealth Advisors, LLC 1310.02%0.08%0.32%Q2 2018Q2 202420
Sensible Financial Planning & Management, LLC. 20200.79%3.78%4.52%Q3 2019Q2 202420
Day & Ennis, LLC 1050.08%0.81%2.25%Q3 2017Q4 202320
Physician Wealth Advisors, Inc. 20200.29%0.53%1.34%Q3 2019Q2 202420
OneDigital Investment Advisors LLC 20200.02%0.25%1.18%Q3 2019Q2 202420
Icon Wealth Partners, LLC 930.02%0.63%2.20%Q4 2017Q3 202320
HSBC HOLDINGS PLC 20200.00%0.00%0.01%Q3 2019Q2 202420
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1190.00%0.02%0.05%Q1 2018Q3 202320
Westside Investment Management, Inc. 1810.00%0.01%0.04%Q4 2018Q2 202420
Busey Bank 20200.02%0.11%0.20%Q3 2019Q2 202420
Adaptive Financial Consulting, LLC 19190.32%6.74%9.59%Q4 2019Q2 202419
PFG Private Wealth Management, LLC 19190.01%1.40%4.02%Q4 2019Q2 202419
Kingsview Wealth Management, LLC 1710.01%0.05%0.15%Q4 2017Q2 202419
LifeSteps Financial, Inc. 19190.27%0.31%0.35%Q4 2019Q2 202419
CVA Family Office, LLC 19190.47%1.12%2.24%Q4 2019Q2 202419
USAdvisors Wealth Management, LLC 19190.09%0.72%3.63%Q4 2019Q2 202419
Permanens Capital L.P. 19190.00%6.31%10.54%Q4 2016Q2 202119
TRUST CO OF VERMONT 910.00%0.00%0.01%Q3 2018Q2 202419
Berkshire Money Management, Inc. 1210.04%1.64%2.60%Q2 2017Q1 202419
360 Financial, Inc. 19191.65%3.29%4.51%Q4 2019Q2 202419
BRANDYWINE OAK PRIVATE WEALTH LLC 1810.00%0.04%0.08%Q4 2018Q2 202419
Equitable Holdings, Inc. 19190.01%0.16%0.32%Q4 2019Q2 202419
Consolidated Planning Corp 19191.49%2.72%4.14%Q4 2019Q2 202419
John W. Brooker & Co., CPAs 19190.35%0.63%0.82%Q4 2019Q2 202419
MARSHALL FINANCIAL GROUP INC /ADV 19190.19%0.76%1.08%Q4 2019Q2 202419
Orion Portfolio Solutions, LLC 19190.01%0.27%2.73%Q4 2019Q2 202419
Carmichael Hill & Associates, Inc. 19190.00%0.01%0.01%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Kathmere Capital Management, LLC 19193.42%3.89%5.34%Q4 2019Q2 202419
McNaughton Wealth Management, LLC 19190.62%4.40%8.28%Q4 2019Q2 202419
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 19190.06%0.39%0.75%Q2 2014Q4 201819
Ahrens Investment Partners LLC 1310.04%0.29%0.99%Q4 2017Q1 202319
Professional Financial Advisors, LLC 19191.09%2.51%4.14%Q4 2019Q2 202419
Syntal Capital Partners, LLC 19190.15%2.03%8.93%Q2 2019Q4 202319
Cypress Wealth Services, LLC 19190.12%0.32%0.90%Q1 2019Q3 202319
WEDBUSH SECURITIES INC 720.01%0.03%0.07%Q2 2018Q2 202419
Kistler-Tiffany Companies, LLC 19190.01%0.02%0.02%Q4 2018Q2 202319
Detalus Advisors, LLC 19190.67%3.85%6.38%Q4 2019Q2 202419
Lee Financial Co 1810.02%2.77%4.86%Q2 2018Q2 202419
IAG Wealth Partners, LLC 19190.11%1.59%3.07%Q4 2019Q2 202419
9258 Wealth Management, LLC 19190.11%0.18%0.27%Q4 2019Q2 202419
MBE Wealth Management, LLC 19190.29%0.45%1.22%Q4 2019Q2 202419
Baystate Wealth Management LLC 1210.00%0.01%0.09%Q4 2017Q4 202319
EXENCIAL WEALTH ADVISORS, LLC 1180.05%0.24%0.31%Q3 2019Q2 202419
Sugarloaf Wealth Management, LLC 19190.05%0.11%0.45%Q4 2019Q2 202419
Teamwork Financial Advisors, LLC 19190.07%0.17%0.50%Q4 2019Q2 202419
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19190.00%0.04%0.14%Q4 2019Q2 202419
GFG Capital, LLC 19190.30%1.17%3.42%Q4 2019Q2 202419
ARQ WEALTH ADVISORS, LLC 18181.46%6.39%8.20%Q1 2020Q2 202418
Savant Capital, LLC 18182.05%3.37%5.01%Q1 2020Q2 202418
Carnegie Investment Counsel 18180.05%0.32%0.42%Q4 2018Q1 202318
Stevard, LLC 1080.28%0.77%1.88%Q4 2019Q2 202418
Barber Financial Group, Inc. 18180.04%1.41%6.32%Q4 2017Q1 202218
Ausdal Financial Partners, Inc. 1210.03%0.64%1.17%Q4 2017Q4 202218
PRUDENT INVESTORS NETWORK, INC. 1624.00%9.00%16.54%Q4 2019Q2 202418
EP Wealth Advisors, LLC 830.00%0.17%2.94%Q2 2019Q2 202418
Aptus Capital Advisors, LLC 1530.00%0.02%0.21%Q2 2019Q2 202418
Fragasso Financial Advisors Inc 18180.06%3.17%5.66%Q1 2020Q2 202418
SVB WEALTH LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
RDA Financial Network 18180.12%0.64%1.22%Q1 2019Q2 202318
Allworth Financial LP 1710.00%0.01%0.03%Q4 2019Q2 202418
Merit Financial Group, LLC 18180.03%0.09%0.38%Q1 2020Q2 202418
Beacon Financial Advisory LLC 18180.12%0.43%0.60%Q4 2019Q1 202418
TRUIST FINANCIAL CORP 18180.01%0.06%0.14%Q4 2019Q1 202418
CAHILL FINANCIAL ADVISORS INC 18180.03%0.10%0.18%Q1 2020Q2 202418
Brickley Wealth Management 18180.93%1.32%1.47%Q1 2020Q2 202418
J.W. COLE ADVISORS, INC. 1170.09%0.21%0.62%Q4 2019Q2 202418
FIRST BUSINESS FINANCIAL SERVICES, INC. 18180.36%3.58%8.22%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.07%0.23%0.81%Q1 2020Q2 202418
Allen Capital Group, LLC 1260.05%0.09%0.16%Q4 2019Q2 202418
Trinity Wealth Management, LLC 1537.45%8.69%10.96%Q4 2019Q2 202418
Ancora Advisors LLC 18180.00%0.00%0.01%Q1 2020Q2 202418
Stonehearth Capital Management, LLC 1710.86%8.52%14.72%Q4 2015Q2 202418
Venturi Wealth Management, LLC 920.00%0.27%1.79%Q3 2017Q2 202418
Noven Financial Group, Inc. 18180.16%0.21%0.34%Q4 2015Q1 202018
Beacon Pointe Advisors, LLC 18180.04%0.13%0.20%Q1 2020Q2 202418
Horizon Investments, LLC 710.00%2.90%10.83%Q1 2018Q2 202417
Horst & Graben Wealth Management LLC 1520.04%0.30%1.08%Q1 2020Q2 202417
Invst, LLC 610.16%2.18%3.50%Q1 2018Q2 202417
Rosenberg Matthew Hamilton 17170.00%0.00%0.01%Q2 2020Q2 202417
AllSquare Wealth Management LLC 17170.01%0.01%0.01%Q2 2020Q2 202417
COZAD ASSET MANAGEMENT INC 17170.49%0.73%1.22%Q2 2020Q2 202417
NewFocus Financial Group, LLC 17170.37%0.95%2.35%Q2 2016Q2 202017
Glen Eagle Advisors, LLC 1340.00%0.05%0.35%Q3 2019Q2 202417
Leelyn Smith, LLC 17170.05%0.59%1.14%Q4 2019Q4 202317
Foundations Investment Advisors, LLC 17170.19%0.50%0.77%Q2 2020Q2 202417
NEXT Financial Group, Inc 1610.00%0.33%0.49%Q2 2017Q4 202117
J. Goldman & Co LP 1610.02%0.15%0.34%Q1 2019Q1 202417
Sculati Wealth Management, LLC 1430.09%0.17%0.23%Q4 2019Q2 202417
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.03%Q1 2017Q2 202417
ARTHUR M. COHEN & ASSOCIATES, LLC 1610.06%0.12%0.15%Q4 2017Q2 202217
Advisory Alpha, LLC 1210.01%0.05%0.17%Q1 2019Q1 202417
Successful Portfolios LLC 720.14%0.22%0.34%Q2 2018Q2 202417
HBW ADVISORY SERVICES LLC 17170.07%0.14%0.70%Q2 2020Q2 202417
Newman Dignan & Sheerar, Inc. 17170.03%0.08%0.11%Q2 2020Q2 202417
Cardan Capital Partners, LLC 651.12%2.76%4.33%Q4 2015Q3 202117
Vestmark Advisory Solutions, Inc. 1430.01%0.05%0.14%Q1 2019Q2 202317
WEBSTER BANK, N. A. 980.01%0.03%0.05%Q3 2016Q4 202117
SHEPHERD KAPLAN KROCHUK, LLC 17171.73%3.29%6.09%Q2 2020Q2 202417
BARCLAYS PLC 910.00%0.00%0.02%Q2 2016Q2 202417
Prism Advisors, Inc. 17170.11%1.36%5.31%Q2 2020Q2 202417
Apella Capital, LLC 1251.20%2.53%3.68%Q1 2020Q2 202417
Mosaic Family Wealth, LLC 17170.07%0.23%0.32%Q4 2017Q4 202117
INTRUST BANK NA 17170.35%0.76%1.64%Q2 2020Q2 202417
Regal Investment Advisors LLC 1310.00%0.05%0.15%Q4 2014Q2 202417
WEATHERLY ASSET MANAGEMENT L. P. 17170.03%0.05%0.05%Q3 2017Q3 202117
Investors Research Corp 17170.00%0.00%0.00%Q2 2019Q2 202317
MAGNOLIA CAPITAL ADVISORS LLC 840.39%3.03%7.86%Q4 2019Q2 202417
Concorde Asset Management, LLC 910.36%0.93%2.20%Q3 2017Q4 202217
LIBERTY WEALTH MANAGEMENT LLC 1410.02%0.32%1.04%Q4 2018Q2 202417
Retirement Group, LLC 1610.13%0.36%0.82%Q4 2019Q1 202417
Kestra Advisory Services, LLC 16160.05%0.13%0.28%Q3 2020Q2 202416
TD Capital Management LLC 16160.01%0.03%0.04%Q3 2020Q2 202416
WELCH & FORBES LLC 16160.01%0.02%0.02%Q2 2017Q1 202116
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 16160.08%0.15%0.20%Q3 2020Q2 202416
Empire Life Investments Inc. 1510.01%0.11%0.21%Q4 2019Q2 202416
MGO ONE SEVEN LLC 1420.03%0.12%0.36%Q4 2017Q4 202116
Hexagon Capital Partners LLC 16160.01%0.01%0.02%Q3 2020Q2 202416
1832 Asset Management L.P. 16160.01%0.01%0.01%Q1 2020Q4 202316
BNP PARIBAS FINANCIAL MARKETS 1310.00%0.00%0.00%Q1 2014Q2 202416
CLIENT 1ST ADVISORY GROUP, LLC 1420.25%0.57%1.45%Q4 2019Q2 202416
MONETA GROUP INVESTMENT ADVISORS LLC 710.00%0.02%0.09%Q2 2018Q2 202416
QUADRANT CAPITAL GROUP LLC 1510.01%0.06%0.16%Q4 2019Q2 202416
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.04%0.29%0.77%Q3 2020Q2 202416
Beaumont Financial Partners, LLC 740.02%0.17%0.79%Q3 2017Q4 202116
STATE OF MICHIGAN RETIREMENT SYSTEM 16160.75%1.37%1.81%Q3 2020Q2 202416
Baron Financial Group, LLC 16160.40%4.43%6.43%Q3 2020Q2 202416
QS Investors, LLC 840.01%0.22%0.48%Q2 2015Q1 202016
Strategic Financial Services, Inc. 1510.05%1.08%2.64%Q4 2018Q2 202416
FOUNDERS FINANCIAL SECURITIES LLC 910.15%1.58%6.08%Q1 2018Q2 202416
Meridian Wealth Management, LLC 1510.01%0.04%0.08%Q2 2020Q2 202416
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.59%2.85%Q4 2015Q3 201916
Avidian Wealth Enterprises, LLC 1420.04%0.08%0.13%Q3 2019Q2 202416
Simplicity Solutions, LLC 1310.01%0.30%1.12%Q3 2018Q4 202316
White Pine Investment CO 16160.12%0.53%0.81%Q2 2019Q1 202316
Clarus Wealth Advisors 1510.13%0.93%3.44%Q1 2018Q2 202416
Key FInancial Inc 1510.04%0.08%0.15%Q1 2020Q2 202416
4J Wealth Management LLC 15150.18%0.76%1.76%Q4 2020Q2 202415
Hemington Wealth Management 15150.13%0.16%0.20%Q4 2020Q2 202415
Tacita Capital Inc 15154.29%5.05%5.69%Q4 2020Q2 202415
CX Institutional 1410.00%0.26%0.54%Q2 2018Q2 202215
Bellwether Advisors, LLC 15150.71%1.66%3.46%Q4 2020Q2 202415
NTV ASSET MANAGEMENT LLC 15150.17%0.35%0.71%Q4 2020Q2 202415
Destiny Wealth Partners, LLC 15150.03%0.09%0.16%Q4 2020Q2 202415
Financial Gravity Asset Management, Inc. 630.00%0.06%0.17%Q3 2019Q2 202415
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2017Q4 202315
Founders Financial Alliance, LLC 15150.03%0.03%0.06%Q3 2020Q1 202415
NATIONAL PLANNING CORP 1140.02%0.34%3.39%Q1 2014Q4 201715
ANDERSON HOAGLAND & CO 15150.40%0.73%1.27%Q4 2020Q2 202415
Financial Sense Advisors, Inc. 1110.11%2.47%6.21%Q4 2015Q1 202315
CGN Advisors LLC 15150.07%0.35%1.08%Q4 2020Q2 202415
Oakwell Private Wealth Management, LLC 15150.34%0.64%1.15%Q4 2020Q2 202415
SMITH, MOORE & CO. 15150.03%0.29%0.50%Q3 2018Q1 202215
Disciplined Investments, LLC 15150.00%0.01%0.03%Q4 2019Q2 202315
Capital Planning LLC 15152.01%2.49%3.16%Q4 2020Q2 202415
Summit Wealth Group, LLC 15151.86%9.43%14.97%Q4 2020Q2 202415
SUMMIT FINANCIAL GROUP, INC. 15150.08%0.12%0.17%Q3 2019Q1 202315
SHUFRO ROSE & CO LLC 15150.02%0.15%0.42%Q4 2020Q2 202415
V2 Financial group LLC 15150.42%0.73%1.22%Q4 2020Q2 202415
Oxinas Partners Wealth Management LLC 15150.28%0.33%0.39%Q4 2020Q2 202415
Ayalon Insurance Comp Ltd. 15150.08%0.22%0.43%Q3 2019Q1 202315
Psagot Value Holdings Ltd. 1320.00%0.00%0.00%Q2 2014Q1 202115
Strategic Blueprint, LLC 1410.01%0.15%0.42%Q3 2019Q2 202415
Southland Equity Partners LLC 15151.07%1.40%1.85%Q4 2020Q2 202415
BCGM Wealth Management, LLC 15150.24%0.91%3.64%Q4 2020Q2 202415
SAX WEALTH ADVISORS, LLC 15150.46%2.88%5.20%Q4 2020Q2 202415
1900 WEALTH MANAGEMENT LLC 15152.60%6.15%10.65%Q4 2020Q2 202415
BARTLETT & CO. WEALTH MANAGEMENT LLC 1010.00%0.00%0.01%Q1 2020Q2 202415
Planned Solutions, Inc. 1140.39%4.37%12.66%Q3 2020Q2 202415
Orion Capital Management LLC 15150.13%1.08%2.05%Q4 2020Q2 202415
Sandy Spring Bank 1320.00%0.00%0.01%Q2 2020Q2 202415
Onyx Bridge Wealth Group LLC 15150.04%1.19%10.89%Q4 2020Q2 202415
Center For Asset Management LLC 15150.80%0.89%0.96%Q4 2020Q2 202415
ACT Advisors, LLC. 15150.66%11.57%26.82%Q4 2020Q2 202415
Tradition Wealth Management, LLC 15150.02%0.05%0.22%Q4 2020Q2 202415
Avalon Investment & Advisory 15150.01%0.03%0.05%Q1 2019Q3 202215
Palumbo Wealth Management LLC 15150.24%3.17%7.85%Q4 2020Q2 202415
Archer Investment Corp 1050.00%0.00%0.00%Q2 2019Q2 202415
COMERICA BANK 1140.00%0.01%0.02%Q3 2019Q2 202415
Smithfield Trust Co 1410.00%0.01%0.01%Q3 2019Q2 202415
Rede Wealth, LLC 15150.12%0.35%0.68%Q4 2020Q2 202415
Stokes Family Office, LLC 15150.04%2.24%5.18%Q4 2020Q2 202415
HBK Sorce Advisory LLC 15150.01%0.02%0.03%Q4 2020Q2 202415
Prime Capital Investment Advisors, LLC 1310.01%0.09%0.21%Q2 2018Q2 202415
Advisor Group, Inc. 15150.03%0.54%1.04%Q2 2016Q4 201915
MAI Capital Management 15150.01%0.06%0.13%Q4 2020Q2 202415
Column Capital Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Mezzasalma Advisors, LLC 14140.11%0.22%0.27%Q4 2020Q1 202414
MA Private Wealth 720.06%1.15%2.64%Q4 2018Q2 202414
Avion Wealth 14140.01%0.03%0.04%Q1 2020Q2 202314
Mendel Money Management 950.13%0.18%0.22%Q3 2020Q2 202414
PEDDOCK CAPITAL ADVISORS, LLC 14140.28%0.41%0.58%Q1 2021Q2 202414
Cassia Capital Partners, LLC 1131.12%7.39%19.26%Q4 2020Q2 202414
Avior Wealth Management, LLC 14140.00%0.09%0.31%Q1 2021Q2 202414
Genesee Capital Advisors, LLC 1021.01%5.28%13.31%Q4 2018Q2 202414
Haverford Trust Co 14140.01%0.05%0.07%Q1 2021Q2 202414
Spire Wealth Management 14140.04%0.16%0.38%Q1 2021Q2 202414
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.00%0.02%Q1 2021Q2 202414
Kelly Financial Services LLC 14140.00%0.18%1.84%Q1 2021Q2 202414
RETIREMENT CAPITAL STRATEGIES 1110.42%0.97%2.68%Q4 2018Q1 202414
Jackson Hole Capital Partners, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Fermata Advisors, LLC 14140.17%1.16%3.64%Q1 2021Q2 202414
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.10%0.22%Q1 2020Q2 202314
Gradient Investments LLC 610.00%0.00%0.00%Q1 2018Q2 202414
DAVENPORT & Co LLC 610.01%0.03%0.04%Q3 2016Q2 202414
Sepio Capital, LP 14140.09%0.14%0.19%Q2 2020Q3 202314
Cordasco Financial Network 14140.01%0.02%0.02%Q4 2018Q1 202214
TUCKER ASSET MANAGEMENT LLC 14140.00%0.00%0.02%Q1 2021Q2 202414
Dorsey Wright & Associates 610.63%1.90%5.68%Q2 2017Q2 202414
Ifrah Financial Services, Inc. 14140.07%0.16%0.22%Q3 2017Q4 202014
Jaffetilchin Investment Partners, LLC 830.14%0.36%0.86%Q4 2015Q4 201914
SIGNET FINANCIAL MANAGEMENT, LLC 1130.02%0.08%0.14%Q1 2018Q4 202114
Marcum Wealth, LLC 14140.11%0.15%0.20%Q1 2021Q2 202414
Veracity Capital LLC 14140.11%0.58%2.56%Q4 2019Q1 202314
Meridian Wealth Advisors, LLC 14140.06%1.83%3.25%Q3 2019Q4 202214
Eudaimonia Partners, LLC 810.11%0.37%0.82%Q4 2019Q3 202314
Personal Capital Advisors Corp 14140.00%0.00%0.00%Q3 2019Q4 202214
Arrow Investment Advisors, LLC 613.34%5.37%7.26%Q2 2017Q2 202414
Cresset Asset Management, LLC 1110.00%0.01%0.03%Q4 2018Q2 202414
Sage Mountain Advisors LLC 14140.00%0.02%0.06%Q1 2021Q2 202414
Foster Group, Inc. 14140.19%0.58%2.13%Q1 2021Q2 202414
CREDIT SUISSE AG/ 310.00%0.00%0.02%Q4 2015Q2 202314
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q2 2019Q1 202414
Betterment LLC 14140.00%0.01%0.01%Q1 2021Q2 202414
Ullmann Wealth Partners Group, LLC 14140.09%1.18%2.38%Q2 2020Q3 202314
CIBC WORLD MARKET INC. 710.00%0.00%0.01%Q2 2018Q2 202414
Qube Research & Technologies Ltd 710.00%0.06%0.22%Q4 2019Q2 202414
LifePlan Financial Group, Inc 1120.06%0.81%1.78%Q3 2016Q3 202013
StoneX Group Inc. 810.06%0.37%0.75%Q2 2017Q4 202113
Private Capital Group, LLC 850.01%0.06%0.10%Q4 2017Q1 202213
GREAT VALLEY ADVISOR GROUP, INC. 1210.02%0.85%3.43%Q1 2019Q2 202213
Apollon Wealth Management, LLC 13130.04%0.05%0.12%Q2 2021Q2 202413
Squarepoint Ops LLC 510.00%0.02%0.06%Q3 2019Q1 202413
Deane Retirement Strategies, Inc. 910.00%1.20%4.19%Q2 2017Q1 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1120.01%3.04%6.30%Q3 2020Q2 202413
Wellington Shields Capital Management, LLC 610.01%0.04%0.26%Q3 2018Q2 202413
DB Wealth Management Group, LLC 13130.03%0.03%0.06%Q4 2020Q4 202313
HARBOUR INVESTMENTS, INC. 940.22%0.30%0.52%Q1 2021Q2 202413
First Citizens Financial Corp 850.21%0.43%0.56%Q1 2021Q2 202413
MSI Financial Services Inc 13130.00%0.03%0.11%Q4 2013Q4 201613
Bartlett & Co. LLC 810.00%0.00%0.01%Q1 2020Q4 202313
Winfield Associates, Inc. 13130.19%0.37%0.60%Q1 2019Q1 202213
JTC Employer Solutions Trustee Ltd 13130.02%0.03%0.04%Q2 2021Q2 202413
UMB Bank, n.a. 1120.01%0.03%0.07%Q3 2019Q2 202413
Unison Advisors LLC 13130.08%0.32%0.54%Q2 2021Q2 202413
Capital Asset Advisory Services LLC 13130.01%0.03%0.06%Q4 2019Q4 202213
Private Ocean, LLC 610.00%0.00%0.04%Q3 2018Q4 202213
Ackerman Capital Advisors, LLC 1010.03%2.19%7.24%Q2 2017Q1 202113
EPG Wealth Management LLC 820.00%0.00%0.01%Q4 2019Q2 202413
CFM WEALTH PARTNERS LLC 13130.11%0.27%0.41%Q4 2019Q4 202213
ALLIANCEBERNSTEIN L.P. 13130.00%0.00%0.00%Q2 2021Q2 202413
CFS Investment Advisory Services, LLC 1210.09%0.49%1.97%Q4 2020Q2 202413
Elmwood Wealth Management, Inc. 710.02%0.03%0.04%Q1 2018Q4 202113
FDx Advisors, Inc. 920.01%0.06%0.10%Q3 2016Q1 202313
Global Trust Asset Management, LLC 1010.00%0.24%0.50%Q4 2017Q4 202212
Valmark Advisers, Inc. 12120.04%0.07%0.21%Q3 2021Q2 202412
Peak Capital Management LLC 12124.90%5.88%6.56%Q2 2017Q1 202012
PROVIDA PENSION FUND ADMINISTRATOR 12120.28%1.13%3.00%Q3 2019Q2 202212
SCHMIDT P J INVESTMENT MANAGEMENT INC 12120.07%0.10%0.14%Q2 2019Q1 202212
Blackhawk Capital Partners LLC. 410.30%0.90%1.34%Q4 2017Q4 202212
FLAGSTAR ADVISORS INC 12120.16%0.27%0.41%Q3 2021Q2 202412
PagnatoKarp Partners LLC 840.05%0.32%0.48%Q4 2016Q1 202012
TWO SIGMA SECURITIES, LLC 410.00%0.06%0.57%Q3 2017Q2 202412
Wealth Quarterback LLC 510.22%1.46%3.04%Q1 1987Q1 202312
Peregrine Asset Advisers, Inc. 12120.10%0.60%0.81%Q2 2019Q1 202212
TOWNSQUARE CAPITAL LLC 750.01%0.06%0.18%Q4 2018Q2 202412
Certified Advisory Corp 1110.02%0.02%0.03%Q4 2017Q1 202112
GREENLEAF TRUST 750.00%0.01%0.02%Q1 2020Q2 202412
Visionary Wealth Advisors 12120.02%0.16%0.35%Q2 2020Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Riverpoint Wealth Management Holdings, LLC 12120.48%0.84%1.47%Q2 2018Q1 202112
Montecito Bank & Trust 750.04%0.42%1.46%Q1 2018Q1 202212
55I, LLC 910.05%0.43%1.35%Q2 2019Q3 202212
Larson Financial Group LLC 12120.00%0.01%0.02%Q3 2021Q2 202412
Arkadios Wealth Advisors 610.01%0.03%0.05%Q4 2020Q2 202412
Golden State Wealth Management, LLC 930.13%1.25%1.93%Q1 2019Q1 202212
COMERICA SECURITIES,INC. 810.01%0.16%0.41%Q1 2019Q4 202212
FinTrust Capital Advisors, LLC 530.00%0.03%0.09%Q4 2018Q2 202312
FLOW TRADERS U.S. LLC 310.02%0.09%0.16%Q3 2016Q3 202312
Sound Financial Strategies Group, LLC 1110.06%0.70%4.53%Q1 2021Q2 202412
Ford Financial Group, LLC 1110.01%0.12%0.22%Q4 2017Q4 202212
Robertson Stephens Wealth Management, LLC 1110.04%0.16%0.30%Q2 2021Q2 202412
Ameritas Investment Company, LLC 12120.49%2.98%7.78%Q4 2018Q3 202112
Miracle Mile Advisors, LLC 12120.01%0.06%0.37%Q3 2021Q2 202412
Clearstead Advisors, LLC 12120.00%0.01%0.01%Q3 2021Q2 202412
Flagship Private Wealth, LLC 12120.22%0.29%0.32%Q4 2020Q3 202312
CABOT WEALTH MANAGEMENT INC 1010.04%0.84%1.40%Q2 2020Q1 202311
Elo Mutual Pension Insurance Co 11113.43%7.10%9.79%Q1 2018Q3 202011
Moloney Securities Asset Management, LLC 11110.11%0.26%0.61%Q2 2017Q4 201911
FSC Wealth Advisors, LLC 11110.01%0.08%0.32%Q4 2021Q2 202411
JMAC ENTERPRISES LLC 11111.00%1.63%2.19%Q4 2021Q2 202411
Lion Street Advisors, LLC 510.01%0.24%0.58%Q1 2020Q2 202411
Independent Advisor Alliance 610.01%0.04%0.11%Q1 2017Q4 202211
BUCKINGHAM STRATEGIC PARTNERS, LLC 11110.01%0.05%0.14%Q4 2021Q2 202411
Sovereign Financial Group, Inc. 11110.07%0.21%0.34%Q4 2021Q2 202411
Straight Path Wealth Management 11113.42%4.72%6.30%Q4 2021Q2 202411
Edge Capital Group, LLC 830.02%0.15%0.25%Q2 2020Q2 202411
JNBA Financial Advisors 11110.00%0.00%0.00%Q2 2019Q4 202111
Wellington Shields & Co., LLC 520.01%0.04%0.08%Q4 2020Q2 202411
New Millennium Group LLC 11110.31%5.28%11.08%Q4 2021Q2 202411
Alpha Cubed Investments, LLC 1010.02%0.02%0.02%Q3 2018Q2 202411
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.02%0.03%0.04%Q2 2019Q4 202111
GDS Wealth Management 11110.04%0.06%0.08%Q4 2021Q2 202411
Integrity Financial Corp /WA 11110.05%0.08%0.11%Q4 2021Q2 202411
Occidental Asset Management, LLC 1010.05%0.11%0.49%Q1 2020Q1 202311
CENTRAL TRUST Co 610.00%0.00%0.00%Q2 2019Q2 202411
Kathleen S. Wright Associates Inc. 11110.38%1.58%2.28%Q4 2021Q2 202411
GUERRA PAN ADVISORS, LLC 11112.74%3.95%4.92%Q4 2021Q2 202411
Hudock, Inc. 11110.01%0.01%0.03%Q1 2020Q3 202211
Vectors Research Management, LLC 740.00%3.97%7.88%Q3 2018Q4 202111
Investment Advisory Group, LLC 11110.21%0.25%0.35%Q4 2021Q2 202411
MONUMENTAL FINANCIAL GROUP INC. 11110.14%4.49%7.65%Q1 2021Q3 202311
Amplius Wealth Advisors, LLC 11110.05%0.06%0.10%Q4 2021Q2 202411
Collaborative Wealth Managment Inc. 910.14%0.17%0.29%Q1 2021Q2 202411
Trek Financial, LLC 410.08%0.22%0.58%Q4 2018Q2 202411
HRT FINANCIAL LP 310.01%0.16%0.80%Q4 2019Q1 202411
Tennessee Valley Asset Management Partners 830.06%0.67%2.17%Q3 2021Q2 202411
Portfolio Strategies, Inc. 11110.00%0.43%1.12%Q4 2017Q2 202011
BAKER BOYER NATIONAL BANK 1010.16%0.25%0.51%Q2 2021Q2 202411
Washington Trust Advisors, Inc. 11110.02%0.02%0.03%Q4 2021Q2 202411
DOWLING & YAHNKE LLC 1010.00%0.03%0.05%Q4 2019Q3 202211
AGF Investments LLC 830.00%0.00%0.00%Q1 2018Q4 202011
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Members Advisory Group LLC 11110.17%0.31%0.66%Q4 2021Q2 202411
CIDEL ASSET MANAGEMENT INC 11110.01%0.02%0.03%Q1 2021Q3 202311
Ken Stern & Associates, Inc. 11110.17%3.09%4.49%Q1 2016Q3 201811
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11111.51%3.89%4.79%Q4 2021Q2 202411
Arizona State Retirement System 741.38%1.61%1.97%Q2 2013Q2 201611
Security Financial Services, INC. 11110.30%0.86%1.70%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.46%1.52%1.90%Q4 2021Q2 202411
KINGS POINT CAPITAL MANAGEMENT 11110.01%0.02%0.04%Q3 2019Q1 202211
Quent Capital, LLC 11110.01%2.03%4.97%Q4 2021Q2 202411
Aspire Wealth Management Corp 11110.01%0.07%0.15%Q4 2021Q2 202411
Commonwealth Equity Services, Inc 11110.01%0.07%0.17%Q1 2015Q3 201711
Citizens National Bank Trust Department 11110.03%0.05%0.11%Q4 2021Q2 202411
Shore Point Advisors, LLC 11110.47%6.81%15.13%Q4 2021Q2 202411
Stephens Consulting, LLC 11110.05%0.35%1.54%Q4 2021Q2 202411
Fortress Wealth Management, Inc. 11110.59%2.63%8.30%Q4 2021Q2 202411
Stonebridge Capital Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Prostatis Group LLC 810.25%4.55%8.06%Q4 2019Q2 202311
Bryant Woods Investment Advisors, LLC 11111.25%4.34%5.57%Q4 2021Q2 202411
Cornerstone Wealth Management, LLC 1010.02%0.20%0.44%Q2 2017Q1 202311
Monument Capital Management 11110.11%1.02%1.82%Q4 2020Q2 202311
VisionPoint Advisory Group, LLC 1010.00%0.34%0.48%Q4 2018Q3 202311
Bell Investment Advisors, Inc 923.46%4.65%6.93%Q3 2021Q2 202411
Fingerlakes Wealth Management, Inc. 11110.36%0.44%0.54%Q4 2021Q2 202411
Lumature Wealth Partners, LLC 11110.00%0.01%0.08%Q4 2020Q2 202311
Clearview Wealth Advisors LLC 11110.01%0.22%0.78%Q4 2020Q2 202311
Arcus Capital Partners, LLC 810.03%0.27%0.71%Q3 2018Q4 202211
Realta Investment Advisors 410.01%0.05%0.12%Q1 2019Q2 202411
Abound Wealth Management 11110.01%0.03%0.08%Q4 2021Q2 202411
Nova R Wealth, Inc. 11110.63%2.40%4.12%Q4 2021Q2 202411
Financial Engines Advisors L.L.C. 1010.00%0.00%0.00%Q3 2018Q2 202411
SILVERLAKE WEALTH MANAGEMENT LLC 11110.33%0.54%1.14%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
HB Wealth Management, LLC 11110.01%0.02%0.02%Q4 2021Q2 202411
ONE Advisory Partners, LLC 920.13%1.26%4.18%Q1 2021Q2 202411
Ascent Group, LLC 11110.06%0.12%0.26%Q4 2021Q2 202411
Financial Architects, Inc 1010.00%0.01%0.05%Q1 2018Q4 202111
Regent Investment Management LLC 10100.07%0.10%0.11%Q3 2020Q4 202210
BBVA USA Bancshares, Inc. 10100.06%0.06%0.07%Q4 2018Q1 202110
Allred Capital Management, LLC 10100.05%0.27%0.48%Q4 2018Q1 202110
Invesco Ltd. 640.00%0.00%0.00%Q4 2017Q2 202010
Navalign, LLC 10101.65%3.32%5.84%Q1 2021Q2 202310
COLTON GROOME FINANCIAL ADVISORS, LLC 410.09%2.03%5.24%Q1 2020Q2 202410
Ellevest, Inc. 810.00%0.01%0.01%Q4 2019Q1 202310
Blackston Financial Advisory Group, LLC 10100.35%0.52%0.75%Q4 2021Q1 202410
Diligent Investors, LLC 10100.08%0.25%0.33%Q2 2021Q3 202310
Barnett & Company, Inc. 10100.01%0.02%0.04%Q3 2019Q4 202110
One Capital Management, LLC 10100.02%0.02%0.05%Q1 2022Q2 202410
SG Americas Securities, LLC 410.00%0.06%0.49%Q3 2014Q4 202010
Insight Advisors, LLC/ PA 10100.06%0.30%0.72%Q4 2020Q1 202310
Concord Wealth Partners 730.00%0.02%0.03%Q4 2021Q2 202410
Sharkey, Howes & Javer 710.00%0.73%1.19%Q1 2018Q4 202210
Beaird Harris Wealth Management, LLC 10100.00%0.00%0.01%Q1 2022Q2 202410
DOPKINS WEALTH MANAGEMENT, LLC 640.32%0.40%0.47%Q4 2021Q2 202410
Accel Wealth Management 10100.06%0.10%0.19%Q4 2020Q1 202310
Dorsey & Whitney Trust CO LLC 910.02%0.04%0.07%Q1 2021Q2 202410
TRUSTCORE FINANCIAL SERVICES, LLC 910.00%0.02%0.06%Q2 2019Q2 202210
Running Point Capital Advisors, LLC 820.00%0.04%0.06%Q4 2020Q3 202310
SILVER OAK SECURITIES, INCORPORATED 10100.05%0.21%0.48%Q1 2022Q2 202410
MONEY CONCEPTS CAPITAL CORP 520.02%0.11%0.37%Q4 2020Q2 202410
EverSource Wealth Advisors, LLC 820.00%0.01%0.04%Q4 2021Q2 202410
GeoWealth Management, LLC 710.00%0.15%0.77%Q3 2019Q2 202410
Strategic Wealth Partners, Ltd. 810.00%1.14%2.78%Q3 2019Q3 202210
Main Street Research LLC 10100.04%0.06%0.08%Q2 2018Q3 202010
HILL ISLAND FINANCIAL LLC 730.07%0.09%0.12%Q4 2021Q2 202410
Wealthstreet Investment Advisors, LLC 10100.09%0.81%6.99%Q1 2019Q2 202110
Syverson Strege & Co 10100.00%0.01%0.01%Q4 2020Q1 202310
Lake Point Wealth Management 520.00%0.04%0.40%Q4 2018Q2 202210
Asset Dedication, LLC 510.00%0.00%0.01%Q3 2018Q4 202310
MEEDER ASSET MANAGEMENT INC 730.00%0.00%0.01%Q3 2019Q2 202210
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Sequent Asset Management, LLC 10100.16%0.20%0.26%Q2 2018Q3 202010
Lehman & Derafelo Financial Resources LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
Allspring Global Investments Holdings, LLC 10100.01%0.01%0.01%Q4 2021Q1 202410
Trexquant Investment LP 310.01%0.03%0.06%Q3 2019Q1 202410
S&T BANK/PA 10100.05%0.12%0.16%Q1 2020Q2 202210
Eagle Strategies LLC 910.10%0.41%1.16%Q4 2021Q2 202410
SYNOVUS FINANCIAL CORP 610.00%0.12%0.54%Q2 2017Q2 202410
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.01%Q2 2016Q3 201810
Rockbridge Investment Management, LCC 910.00%0.00%0.00%Q2 2020Q4 202310
VALLEY WEALTH MANAGERS, INC. 910.00%0.08%0.15%Q1 2019Q3 202310
Crewe Advisors LLC 10100.00%0.03%0.06%Q1 2022Q2 202410
SevenOneSeven Capital Management 10104.96%7.02%8.51%Q2 2021Q3 202310
Hefty Wealth Partners 10100.04%0.28%0.91%Q4 2015Q1 201810
Tyler-Stone Wealth Management 550.32%0.45%0.66%Q4 2021Q2 202410
Atria Wealth Solutions, Inc. 10100.06%0.12%0.23%Q1 2022Q2 202410
Lowell Blake & Associates Inc. 10100.09%0.13%0.18%Q2 2021Q3 202310
Treynor Bancshares, Inc. 10100.22%0.25%0.29%Q4 2021Q1 202410
Federation des caisses Desjardins du Quebec 10100.00%0.01%0.02%Q1 2022Q2 202410
TCI Wealth Advisors, Inc. 310.00%0.02%0.10%Q1 2020Q2 20249
Blue Trust, Inc. 992.28%2.58%3.27%Q2 2022Q2 20249
TCTC Holdings, LLC 990.00%0.00%0.00%Q1 2022Q1 20249
AUGUSTINE ASSET MANAGEMENT INC 990.12%0.15%0.17%Q4 2021Q4 20239
Mizuho Trust & Banking Co., Ltd. 540.85%4.43%8.16%Q4 2017Q2 20209
HORIZON FINANCIAL SERVICES, LLC 990.30%3.03%7.55%Q3 2020Q3 20229
GPS Wealth Strategies Group, LLC 630.01%0.03%0.03%Q1 2022Q2 20249
BAROMETER CAPITAL MANAGEMENT INC. 410.12%0.43%0.98%Q2 2016Q4 20239
Bay Harbor Wealth Management, LLC 420.01%0.38%0.80%Q4 2018Q1 20239
Lansing Street Advisors 630.32%3.53%8.70%Q1 2022Q2 20249
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.00%0.01%0.02%Q2 2020Q2 20229
Tuttle Capital Management, LLC 810.18%1.24%4.72%Q3 2015Q4 20199
Cardinal Strategic Wealth Guidance 990.00%0.80%2.70%Q1 2021Q1 20239
American Financial Network Advisory Services LLC 990.50%0.98%1.36%Q3 2017Q3 20199
CAPITAL ONE FINANCIAL CORP 992.46%6.12%9.70%Q1 2020Q1 20229
Inscription Capital, LLC 510.04%0.43%1.10%Q4 2018Q2 20249
Paragon Wealth Strategies, LLC 810.02%2.59%8.31%Q1 2018Q2 20219
Sargent Bickham Lagudis LLC 810.01%0.03%0.06%Q1 2017Q3 20219
Rehmann Capital Advisory Group 630.00%0.03%0.04%Q1 2018Q2 20249
TNF LLC 720.09%0.22%1.07%Q3 2021Q2 20249
Ranch Capital Advisors Inc. 990.01%0.05%0.20%Q3 2019Q3 20219
Epstein & White Financial LLC 540.18%3.26%14.08%Q4 2017Q2 20219
Intrua Financial, LLC 710.05%0.18%0.34%Q2 2020Q1 20239
Prestige Wealth Management Group LLC 540.00%0.36%1.32%Q4 2018Q1 20239
CALTON & ASSOCIATES, INC. 510.00%0.15%0.32%Q4 2017Q4 20219
Bowman & Co S.C. 720.16%0.24%0.42%Q4 2021Q2 20249
Virtu Financial LLC 610.02%0.17%0.51%Q2 2016Q2 20199
Sound View Wealth Advisors Group, LLC 630.04%0.13%0.26%Q2 2021Q3 20239
Jackson Wealth Management, LLC 991.83%2.03%2.22%Q4 2017Q4 20199
Sullivan, Bruyette, Speros & Blaney, LLC 990.01%0.02%0.05%Q1 2019Q1 20219
L. Roy Papp & Associates, LLP 990.04%0.04%0.05%Q2 2022Q2 20249
OLIVER LAGORE VANVALIN INVESTMENT GROUP 720.00%0.01%0.06%Q1 2022Q2 20249
EdgeRock Capital LLC 992.63%4.59%6.78%Q2 2022Q2 20249
G&S Capital LLC 310.01%0.40%0.80%Q3 2019Q2 20249
Bangor Savings Bank 990.00%0.01%0.01%Q2 2022Q2 20249
Rainsberger Wealth Advisors, Inc. 994.35%4.89%5.67%Q4 2021Q4 20239
WealthOne, LLC 810.00%0.11%0.14%Q4 2018Q2 20229
Bickling Financial Services, Inc. 990.34%0.45%0.61%Q4 2020Q4 20229
Mascoma Wealth Management LLC 610.00%0.00%0.02%Q2 2018Q3 20239
TrueWealth Advisors, LLC 990.10%0.69%1.81%Q4 2020Q4 20229
Parkside Financial Bank & Trust 990.00%0.01%0.02%Q2 2022Q2 20249
Winslow, Evans & Crocker, Inc. 810.00%0.01%0.03%Q3 2017Q4 20209
Journey Advisory Group, LLC 990.09%1.39%2.24%Q2 2022Q2 20249
Perennial Investment Advisors, LLC 720.07%0.08%0.10%Q1 2021Q2 20249
WFA of San Diego, LLC 410.02%0.11%0.33%Q1 2021Q2 20249
Rollins Financial 630.07%0.15%0.23%Q4 2020Q1 20239
Avestar Capital, LLC 540.00%0.06%0.20%Q2 2018Q1 20249
IBEX WEALTH ADVISORS 710.06%0.21%1.19%Q3 2018Q4 20229
Asset Planning Services, Ltd. 990.00%0.03%0.05%Q3 2017Q3 20199
WealthPLAN Partners, LLC 310.00%0.04%0.18%Q2 2016Q2 20239
NKCFO LLC 710.07%0.10%0.14%Q3 2019Q4 20229
Copperleaf Capital, LLC 610.56%0.73%0.85%Q4 2019Q1 20239
PRIVATE TRUST CO NA 990.05%0.06%0.10%Q2 2022Q2 20249
BANK OF NOVA SCOTIA 610.00%0.00%0.01%Q1 2018Q4 20219
Lloyd Advisory Services, LLC. 810.00%0.66%1.97%Q4 2019Q1 20229
Fiera Capital Corp 880.06%0.11%0.17%Q3 2017Q2 20198
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 620.06%0.35%1.04%Q4 2018Q2 20218
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.00%0.57%2.09%Q3 2018Q1 20248
Transamerica Financial Advisors, Inc. 310.00%0.28%0.75%Q3 2018Q2 20238
MorganRosel Wealth Management, LLC 880.20%0.43%0.53%Q3 2022Q2 20248
Chanos & Co LP 886.20%12.77%30.63%Q2 2018Q1 20208
Global Financial Private Capital, Inc 510.01%0.14%0.26%Q3 2017Q2 20208
OmniStar Financial Group, Inc. 710.01%0.24%0.49%Q1 2018Q1 20208
Snider Financial Group 880.84%0.91%1.02%Q2 2021Q1 20238
IndexIQ Advisors LLC 440.00%0.21%0.96%Q2 2019Q1 20228
Acorn Wealth Advisors, LLC 880.28%0.60%0.92%Q2 2020Q1 20228
Royal Harbor Partners, LLC 620.09%0.14%0.17%Q4 2020Q2 20248
Colonial Trust Co / SC 880.03%0.06%0.12%Q3 2022Q2 20248
Koshinski Asset Management, Inc. 510.04%0.24%0.46%Q1 2018Q2 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 620.63%1.11%1.55%Q2 2018Q4 20218
VICTORY CAPITAL MANAGEMENT INC 880.09%0.12%0.16%Q2 2019Q1 20218
Element Wealth, LLC 710.00%0.02%0.02%Q4 2019Q2 20248
Truvestments Capital LLC 310.00%0.09%0.33%Q2 2018Q3 20228
Faithward Advisors, LLC 530.00%0.14%0.45%Q2 2021Q1 20248
Partnervest Advisory Services LLC 710.09%0.18%0.23%Q2 2018Q2 20208
Avant Capital LLC 884.32%5.21%6.63%Q4 2021Q3 20238
Leonard Rickey Investment Advisors P.L.L.C. 880.23%0.30%0.36%Q4 2017Q3 20198
West Branch Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CIBC Private Wealth Group LLC 510.00%0.00%0.00%Q4 2017Q2 20248
Global Wealth Management Investment Advisory, Inc. 880.00%0.00%0.00%Q2 2019Q1 20218
Braun-Bostich & Associates Inc. 710.03%0.50%1.20%Q4 2017Q4 20198
FourThought Financial, LLC 880.32%0.40%0.52%Q4 2020Q3 20228
BDO Wealth Advisors, LLC 420.00%0.00%0.00%Q3 2020Q2 20238
Financial Partners Group, Inc 880.10%0.31%0.54%Q4 2017Q3 20198
ACCURATE INVESTMENT SOLUTIONS, INC. 530.03%0.03%0.03%Q1 2018Q1 20208
Audent Global Asset Management, LLC 531.38%3.41%6.79%Q4 2021Q2 20248
Wealth Advisory Solutions, LLC 880.00%0.86%1.83%Q4 2019Q3 20218
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.03%0.05%Q2 2019Q2 20238
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q2 2018Q4 20218
MinichMacGregor Wealth Management, LLC 320.08%0.33%0.83%Q1 2018Q2 20248
Drexel Morgan & Co. 880.52%0.58%0.63%Q4 2017Q3 20198
LexAurum Advisors, LLC 620.07%0.27%0.49%Q4 2017Q2 20218
MARSHALL WACE, LLP 410.00%0.00%0.01%Q2 2018Q2 20248
KilterHowling LLC 886.56%7.37%8.32%Q4 2021Q3 20238
Spotlight Asset Group, Inc. 880.21%0.34%0.50%Q4 2019Q3 20218
Integrated Advisors Network LLC 710.01%0.28%0.56%Q3 2020Q4 20228
Balentine LLC 880.00%3.11%22.27%Q1 2022Q4 20238
Westover Capital Advisors, LLC 880.09%0.10%0.11%Q2 2020Q1 20228
Elevated Capital Advisors, LLC 880.06%0.73%1.02%Q3 2022Q2 20248
Vigilare Wealth Management 530.18%0.23%0.31%Q1 2020Q1 20228
Delos Wealth Advisors, LLC 770.00%0.00%0.02%Q2 2021Q4 20227
Spearhead Capital Advisors, LLC 520.07%0.17%0.38%Q2 2020Q2 20227
Bison Wealth, LLC 610.00%0.02%0.11%Q2 2020Q1 20227
Aveo Capital Partners, LLC 210.03%0.24%0.81%Q2 2019Q4 20237
REGIONS FINANCIAL CORP 520.00%0.00%0.00%Q1 2018Q1 20227
QCI ASSET MANAGEMENT INC/NY 310.00%0.01%0.03%Q4 2016Q3 20217
ACCESS FINANCIAL SERVICES, INC. 771.91%5.01%7.22%Q3 2019Q1 20217
TFB Advisors LLC 770.63%0.94%1.94%Q4 2022Q2 20247
WealthTrust Fairport, LLC 610.02%0.13%0.23%Q4 2016Q1 20197
Shamrock Asset Management LLC 430.01%0.23%0.59%Q1 2016Q3 20197
Farther Finance Advisors, LLC 770.01%0.09%0.37%Q4 2022Q2 20247
Freedom Investment Management, Inc. 430.02%0.02%0.03%Q2 2021Q2 20247
SFMG, LLC 430.03%0.20%0.25%Q4 2017Q1 20217
Ergawealth Advisors, Inc. 770.24%0.31%0.55%Q4 2022Q2 20247
Tanglewood Legacy Advisors, LLC 770.03%0.05%0.09%Q4 2022Q2 20247
VIVID FINANCIAL MANAGEMENT, INC. 430.16%0.95%1.59%Q4 2019Q4 20217
NCM Capital Management, LLC 520.11%0.26%0.39%Q4 2021Q2 20247
Verdence Capital Advisors LLC 770.07%0.08%0.09%Q4 2022Q2 20247
Northwest Capital Management Inc 520.01%0.05%0.16%Q2 2021Q2 20247
WealthTrust-Arizona, LLC 770.02%0.99%2.46%Q2 2017Q4 20187
Goldstein Advisors, LLC 770.28%0.34%0.41%Q4 2022Q2 20247
Atlas Private Wealth Advisors 770.54%0.66%0.79%Q2 2020Q4 20217
Frisch Financial Group, Inc. 612.63%2.88%3.81%Q1 2020Q2 20227
Corient Private Wealth LLC 770.19%0.23%0.33%Q4 2022Q2 20247
Cassady Schiller Wealth Management, LLC 770.01%0.09%0.11%Q4 2022Q2 20247
Cascade Investment Advisors, Inc. 310.03%0.06%0.11%Q4 2020Q1 20237
Kellett Wealth Advisors, LLC 770.30%0.58%0.88%Q4 2021Q2 20237
20/20 Capital Management, Inc. 771.56%4.56%8.05%Q4 2019Q2 20217
HOEY INVESTMENTS, INC 770.00%0.00%0.01%Q4 2019Q2 20217
VIRIDIAN RIA, LLC 520.12%0.15%0.18%Q2 2020Q1 20227
Cable Hill Partners, LLC 770.02%0.02%0.02%Q3 2017Q1 20197
AdvisorShares Investments LLC 521.33%9.79%16.56%Q1 2020Q2 20247
TMD Wealth Management, LLC 770.52%10.44%13.27%Q4 2020Q2 20227
Cerity Partners LLC 770.00%0.45%0.79%Q4 2022Q2 20247
Fiduciary Trust Co International of Pennsylvania 210.05%0.18%0.25%Q1 2017Q1 20207
Register Financial Advisors LLC 770.01%0.01%0.01%Q4 2022Q2 20247
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 430.08%0.86%1.65%Q1 2021Q2 20237
Scissortail Wealth Management, LLC 610.33%1.02%1.85%Q1 2022Q4 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
Cribstone Capital Management, LLC 770.01%0.02%0.03%Q1 2021Q3 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.24%0.52%1.21%Q1 2021Q4 20227
Modera Wealth Management, LLC 770.01%0.02%0.02%Q4 2022Q2 20247
Syntegra Private Wealth Group, LLC 770.05%0.05%0.07%Q4 2022Q2 20247
Stratos Wealth Advisors, LLC 310.02%0.10%0.26%Q1 2020Q2 20247
Pinnacle Bancorp, Inc. 610.00%0.02%0.04%Q1 2017Q1 20207
Y.D. More Investments Ltd 770.01%0.01%0.01%Q4 2022Q2 20247
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Versant Capital Management, Inc 770.00%0.00%0.00%Q1 2018Q3 20197
Savior LLC 770.00%0.03%0.19%Q4 2019Q2 20217
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 770.57%0.73%0.92%Q1 2018Q3 20197
Keel Point, LLC 320.04%0.79%1.35%Q1 2018Q2 20207
Family Asset Management, LLC 770.00%0.46%1.29%Q4 2022Q2 20247
High Falls Advisors, Inc 320.07%0.73%1.66%Q1 2019Q1 20237
Meredith Wealth Planning 778.75%12.15%15.63%Q4 2022Q2 20247
Centennial Wealth Advisory LLC 610.11%0.68%3.13%Q1 2021Q1 20247
Talisman Wealth Advisors LLC 770.76%0.84%1.04%Q4 2022Q2 20247
HYA Advisors, Inc 770.12%0.16%0.24%Q3 2020Q1 20227
CAROLINAS WEALTH CONSULTING LLC 770.00%0.00%0.01%Q4 2021Q2 20237
Huber Financial Advisors, LLC 774.52%13.90%16.43%Q3 2018Q1 20207
Waterloo Capital, L.P. 610.06%0.18%0.67%Q1 2020Q2 20247
Joseph P. Lucia & Associates, LLC 770.06%0.25%0.42%Q4 2020Q2 20227
Perigon Wealth Management, LLC 310.00%0.07%0.15%Q4 2020Q2 20237
MOSAIC FAMILY WEALTH PARTNERS, LLC 770.10%0.11%0.13%Q4 2022Q2 20247
Legacy Trust 770.08%0.09%0.10%Q4 2022Q2 20247
Tranquilli Financial Advisor LLC 310.38%1.02%2.82%Q4 2020Q2 20247
Core Wealth Advisors, Inc. 770.00%0.00%0.00%Q1 2020Q3 20217
Colonial River Investments, LLC 310.13%0.20%0.34%Q4 2020Q1 20247
WIN ADVISORS, INC 410.00%1.17%5.67%Q4 2021Q1 20247
ARMSTRONG ADVISORY GROUP, INC 770.04%0.04%0.06%Q4 2022Q2 20247
Owen LaRue, LLC 770.16%0.22%0.24%Q4 2022Q2 20247
BLACKROCK ADVISORS LLC 770.00%0.02%0.04%Q2 2015Q4 20167
AJ WEALTH STRATEGIES, LLC 770.14%1.25%1.89%Q2 2017Q4 20187
Wealth Management Solutions, LLC 777.90%11.05%12.84%Q1 2022Q3 20237
VitalStone Financial, LLC 770.00%0.21%0.72%Q4 2022Q2 20247
NATIXIS 770.00%0.00%0.00%Q4 2022Q2 20247
Castleview Partners, LLC 410.01%0.09%0.28%Q2 2021Q2 20246
Goodwin Investment Advisory 660.00%1.73%3.72%Q1 2021Q2 20226
Cadent Capital Advisors, LLC 661.92%2.04%2.21%Q4 2020Q1 20226
Pettinga Financial Advisors LLC 410.14%0.86%1.83%Q3 2019Q4 20226
SageView Advisory Group, LLC 510.13%0.26%0.61%Q4 2022Q2 20246
CHOREO, LLC 660.16%0.28%0.42%Q1 2023Q2 20246
Merriman Wealth Management, LLC 310.60%0.67%0.76%Q1 2018Q4 20206
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
HARBOR INVESTMENT ADVISORY, LLC 420.00%0.02%0.03%Q3 2021Q1 20236
Connectus Wealth, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Cornerstone Wealth Group, LLC 310.60%3.48%4.98%Q1 2019Q1 20236
Graypoint LLC 420.02%0.54%0.97%Q3 2020Q4 20236
FIFTH THIRD SECURITIES, INC. 420.03%0.17%0.40%Q1 2018Q4 20216
BlackRock Institutional Trust Company, N.A. 660.00%0.00%0.00%Q3 2015Q4 20166
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 660.45%0.54%0.61%Q3 2017Q4 20186
Lenox Wealth Management, Inc. 420.00%0.01%0.01%Q2 2017Q3 20196
Redwood Financial Network Corp 660.21%0.28%0.36%Q1 2022Q2 20236
Magnus Financial Group LLC 660.04%0.08%0.13%Q1 2023Q2 20246
CNB Bank 410.00%0.01%0.02%Q1 2019Q2 20246
Private Portfolio Partners LLC 420.14%0.27%0.66%Q4 2018Q2 20216
Beaumont Financial Advisors, LLC 660.02%0.03%0.04%Q4 2022Q1 20246
Moors & Cabot, Inc. 660.13%0.15%0.17%Q3 2017Q4 20186
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2018Q2 20246
Financial Advisory Group 420.04%0.06%0.08%Q3 2020Q1 20226
CoreCap Advisors, LLC 310.01%0.03%0.10%Q4 2021Q2 20246
SteelBridge Private Wealth Advisors LLC 661.24%1.70%2.31%Q1 2016Q2 20176
Spectrum Management Group, LLC 510.00%0.18%0.52%Q3 2019Q1 20226
Nan Shan Life Insurance Co., Ltd. 510.05%0.21%0.40%Q3 2017Q1 20196
COMERICA SECURITIES INC 660.12%0.26%0.42%Q3 2017Q4 20186
Carlson Capital Management 510.02%0.02%0.04%Q2 2021Q4 20226
ZACKS INVESTMENT MANAGEMENT 660.01%0.01%0.01%Q4 2022Q1 20246
OLD MISSION CAPITAL LLC 110.01%0.07%0.28%Q4 2019Q1 20246
Householder Group Estate & Retirement Specialist, LLC 410.00%0.07%0.16%Q3 2022Q2 20246
JONES FINANCIAL COMPANIES LLLP 420.00%0.00%0.00%Q1 2022Q2 20246
North Star Investment Management Corp. 660.00%0.00%0.00%Q4 2022Q1 20246
Sunbelt Securities, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 660.00%0.00%0.00%Q2 2018Q3 20196
3D/L Capital Management, LLC 510.05%0.07%0.09%Q1 2021Q4 20226
Cascadia Advisory Services, LLC 310.05%0.35%0.64%Q4 2019Q3 20216
Tower Wealth Partners, Inc. 6611.34%12.06%12.73%Q4 2020Q1 20226
EWA, LLC 660.29%3.21%5.03%Q1 2023Q2 20246
Ionic Capital Management LLC 330.02%0.06%0.14%Q2 2015Q3 20186
WEALTH MANAGEMENT RESOURCES, INC. 660.32%0.37%0.44%Q4 2021Q1 20236
ESL Trust Services, LLC 661.62%7.67%11.26%Q4 2019Q1 20216
Empire Financial Management Company, LLC 660.15%0.16%0.17%Q1 2023Q2 20246
ASPIRIANT, LLC 660.01%0.02%0.02%Q3 2020Q4 20216
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q3 2018Q1 20236
New England Investment & Retirement Group, Inc. 660.12%0.17%0.25%Q1 2020Q2 20216
First Personal Financial Services 510.00%0.01%0.01%Q1 2022Q1 20246
Shilanski & Associates, Inc. 661.70%2.51%3.11%Q2 2019Q3 20206
Capital Analysts, LLC 310.00%0.01%0.02%Q3 2019Q2 20236
Arrowroot Family Office, LLC 660.28%0.39%0.78%Q1 2023Q2 20246
Cornerstone Planning Group LLC 510.00%0.02%0.07%Q4 2022Q2 20246
Gallagher Fiduciary Advisors, LLC 660.15%0.43%1.53%Q1 2023Q2 20246
SigFig Wealth Management, LLC 310.04%0.09%0.31%Q3 2020Q1 20246
ALTERNA WEALTH MANAGEMENT, INC 410.07%0.53%0.79%Q4 2018Q1 20236
Cape Investment Advisory, Inc. 660.01%0.03%0.05%Q1 2023Q2 20246
JOURNEY STRATEGIC WEALTH LLC 660.08%0.20%0.58%Q1 2023Q2 20246
TWO SIGMA INVESTMENTS, LP 510.00%0.02%0.05%Q4 2022Q2 20246
Hanlon Investment Management, Inc. 310.05%0.12%0.17%Q1 2021Q2 20246
Stonebridge Financial Planning Group, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Acropolis Investment Management, LLC 660.88%1.23%1.52%Q1 2023Q2 20246
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 420.03%0.10%0.15%Q2 2022Q2 20246
Centerpoint Advisors, LLC 660.00%0.00%0.00%Q4 2022Q1 20246
True Link Financial Advisors, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
BlackRock Investment Management, LLC 660.00%0.00%0.01%Q3 2015Q4 20166
Biltmore Capital Advisors LLC 510.07%0.75%3.12%Q4 2018Q4 20216
Harfst & Associates, Inc. 662.43%9.84%16.67%Q2 2015Q3 20166
BerganKDV Wealth Management, LLC 510.01%0.01%0.01%Q2 2018Q1 20206
Arlington Partners LLC 510.00%0.05%0.30%Q1 2019Q4 20236
Wealthfront Advisers LLC 660.00%0.00%0.00%Q4 2018Q1 20206
MACROVIEW INVESTMENT MANAGEMENT LLC 660.19%1.07%1.68%Q4 2018Q1 20206
Corsicana & Co. 660.01%0.01%0.01%Q2 2021Q3 20226
MARIPAU WEALTH MANAGEMENT LLC 410.16%0.52%0.87%Q1 2022Q1 20246
Watermark Asset Management, Inc. 660.16%0.30%0.45%Q3 2017Q4 20186
People's United Financial, Inc. 660.74%1.27%1.43%Q4 2020Q1 20226
Sterling Group Wealth Management, LLC 510.19%2.50%7.33%Q4 2022Q2 20246
TAP Consulting, LLC 410.03%0.61%1.13%Q1 2019Q4 20216
TWO SIGMA ADVISERS, LP 410.00%0.03%0.07%Q1 2023Q2 20245
Belvedere Trading LLC 210.00%0.10%0.27%Q4 2020Q2 20245
WINTRUST INVESTMENTS LLC 320.03%0.11%0.40%Q4 2018Q2 20215
WR Wealth Planners, LLC 320.05%0.07%0.10%Q1 2023Q2 20245
Lunt Capital Management, Inc. 550.11%0.13%0.16%Q2 2023Q2 20245
Q3 Asset Management 311.15%3.53%6.22%Q1 2018Q2 20245
TFO Wealth Partners, LLC 550.01%0.07%0.27%Q1 2020Q1 20215
Solstein Capital, LLC 410.00%0.00%0.00%Q2 2021Q3 20235
WEALTHFRONT Corp 550.00%0.00%0.00%Q3 2017Q3 20185
GSA CAPITAL PARTNERS LLP 310.03%0.08%0.13%Q2 2021Q2 20245
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Rinkey Investments 410.03%1.13%1.48%Q4 2021Q2 20245
Strategic Asset Management, LLC 550.03%0.06%0.16%Q3 2021Q3 20225
Keebeck Wealth Management, LLC 210.01%0.11%0.29%Q2 2020Q1 20235
Moneda S.A. Administradora General de Fondos 550.31%0.47%0.68%Q4 2019Q4 20205
Golden State Equity Partners 310.08%0.12%0.24%Q2 2021Q2 20245
James J. Burns & Company, LLC 410.07%0.07%0.08%Q1 2023Q2 20245
Newbridge Financial Services Group, Inc. 410.00%0.00%0.00%Q1 2021Q3 20225
Apeiron RIA LLC 320.10%0.28%0.71%Q4 2021Q1 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.22%0.31%0.46%Q1 2020Q1 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Fieldpoint Private Securities, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Arcadia Wealth Management, LLC 410.18%0.19%0.23%Q4 2022Q1 20245
LGT Financial Advisors LLC 410.02%0.09%0.30%Q4 2022Q1 20245
Private Wealth Strategies, L.L.C. 554.96%5.06%5.18%Q4 2019Q4 20205
Scarborough Advisors, LLC 320.01%0.34%1.14%Q4 2022Q2 20245
SouthState Corp 320.00%0.00%0.01%Q4 2021Q1 20235
FIRST FOUNDATION ADVISORS 550.02%0.02%0.02%Q2 2023Q2 20245
ST GERMAIN D J CO INC 550.00%0.00%0.00%Q2 2023Q2 20245
RiverTree Advisors, LLC 553.76%4.27%5.20%Q4 2020Q4 20215
KENFARB & CO. 550.02%0.03%0.03%Q3 2022Q3 20235
Empirical Finance, LLC 550.07%0.08%0.11%Q1 2018Q1 20195
Ruggie Capital Group 410.31%1.35%2.63%Q2 2018Q3 20195
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q4 2018Q1 20225
Fortune Financial Advisors, LLC 550.18%0.19%0.20%Q2 2023Q2 20245
Poehling Capital Management, INC. 550.11%0.12%0.12%Q1 2021Q1 20225
Selective Wealth Management, Inc. 550.08%0.12%0.17%Q3 2021Q3 20225
Resurgent Financial Advisors LLC 550.02%0.05%0.07%Q4 2022Q4 20235
KINGSWOOD WEALTH ADVISORS, LLC 550.10%0.43%0.95%Q2 2023Q2 20245
ICA Group Wealth Management, LLC 320.00%0.01%0.03%Q4 2022Q1 20245
Total Clarity Wealth Management, Inc. 210.00%0.93%4.13%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.03%0.03%0.04%Q4 2021Q4 20225
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 550.78%1.32%2.38%Q3 2017Q3 20185
BBR PARTNERS, LLC 210.02%0.02%0.04%Q2 2020Q2 20245
Tranquility Partners, LLC 320.08%0.10%0.12%Q3 2021Q2 20245
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Global Financial Private Client, LLC 210.01%0.04%0.10%Q4 2019Q1 20235
Quantbot Technologies LP 310.02%0.02%0.03%Q3 2019Q1 20245
Sowa Financial Group, Inc. 550.02%0.02%0.02%Q4 2019Q4 20205
Fulcrum Equity Management 210.00%0.68%1.11%Q3 2019Q1 20245
Cherry Tree Wealth Management, LLC 550.05%0.06%0.06%Q2 2023Q2 20245
Cubist Systematic Strategies, LLC 220.01%0.02%0.04%Q1 2024Q2 20245
AFFINITY WEALTH MANAGEMENT LLC 550.89%6.52%8.10%Q4 2018Q4 20195
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.01%0.05%Q3 2018Q1 20245
Bell Rock Capital LLC 550.00%0.00%0.00%Q1 2018Q1 20195
HNP Capital LLC 556.21%6.91%7.43%Q4 2018Q4 20195
THOMPSON DAVIS & CO., INC. 320.29%0.55%0.86%Q2 2017Q3 20185
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q4 2019Q4 20205
Allie Family Office LLC 550.27%0.30%0.35%Q4 2021Q4 20225
Tri-Star Advisors Inc. 410.16%0.89%1.62%Q1 2021Q4 20225
Pflug Koory, LLC 550.25%0.26%0.27%Q1 2019Q1 20205
Danda Trouve Investment Management, Inc. 550.03%0.03%0.03%Q4 2020Q4 20215
STEPHENS INC /AR/ 550.04%0.04%0.05%Q4 2018Q4 20195
SII INVESTMENTS INC/WI 550.02%0.07%0.18%Q4 2016Q4 20175
Engrave Wealth Partners LLC 553.87%5.63%7.59%Q4 2019Q4 20205
Paradigm Financial Partners, LLC 310.11%0.28%0.60%Q2 2019Q4 20215
MCIA Inc 210.51%2.50%10.35%Q3 2018Q1 20235
Summit Global Investments 550.21%1.02%1.84%Q2 2021Q2 20225
Wealth & Pension Services Group, Inc. 550.57%0.71%0.79%Q3 2018Q3 20195
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q4 2019Q2 20245
Riggs Asset Managment Co. Inc. 310.00%0.04%0.16%Q2 2017Q2 20235
LEO BROKERAGE, LLC 410.46%0.53%0.62%Q4 2020Q1 20225
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2018Q2 20245
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q2 20175
NWAM LLC 210.02%0.08%0.13%Q1 2021Q1 20245
Silicon Valley Capital Partners 550.00%0.00%0.00%Q4 2022Q4 20235
Beacon Capital Management, LLC 410.00%0.02%0.04%Q1 2022Q2 20245
HHM Wealth Advisors, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
CFO4Life, L.P. 411.44%2.17%3.33%Q1 2016Q4 20225
CGC Financial Services, LLC 550.00%0.01%0.01%Q2 2023Q2 20245
FIRST AMERICAN TRUST, FSB 550.04%0.06%0.09%Q3 2021Q3 20225
Hanson & Doremus Investment Management 550.00%0.00%0.00%Q2 2022Q2 20235
Lodestone Wealth Management LLC 550.32%0.45%0.54%Q2 2023Q2 20245
Surevest, LLC 550.72%1.31%2.24%Q4 2018Q4 20195
FSM Wealth Advisors, LLC 550.21%0.25%0.27%Q2 2023Q2 20245
Raleigh Capital Management Inc. 550.00%0.05%0.24%Q4 2022Q4 20235
CAPE COD FIVE CENTS SAVINGS BANK 550.06%0.08%0.10%Q3 2015Q3 20165
Icon Wealth Advisors, LLC 320.02%0.12%0.50%Q3 2022Q2 20245
Castle Rock Wealth Management, LLC 320.11%0.19%0.25%Q2 2019Q4 20205
Princeton Global Asset Management LLC 550.00%0.19%0.52%Q2 2019Q2 20205
FIRST MIDWEST BANK TRUST DIVISION 550.24%0.84%1.37%Q4 2017Q4 20185
Gainplan LLC 550.14%0.58%1.33%Q4 2020Q4 20215
BEACON FINANCIAL GROUP 310.16%0.71%0.95%Q1 2018Q4 20234
Renaissance Technologies 210.00%0.00%0.00%Q2 2021Q2 20234
Strategic Wealth Management Group, LLC 440.12%0.13%0.14%Q3 2020Q2 20214
Envestnet Portfolio Solutions, Inc. 440.01%0.01%0.03%Q3 2023Q2 20244
Johnson Financial Group, Inc. 310.00%0.00%0.01%Q3 2021Q2 20234
MOORE CAPITAL MANAGEMENT, LP 310.07%0.13%0.22%Q3 2016Q1 20244
WEXFORD CAPITAL LP 440.09%0.12%0.15%Q1 2017Q4 20174
WESBANCO BANK INC 440.02%0.02%0.03%Q4 2017Q3 20184
Eagle Capital Management, LLC 440.21%0.21%0.22%Q1 2021Q4 20214
ACG Wealth 210.01%0.03%0.06%Q4 2017Q2 20224
ADE, LLC 440.02%0.32%1.19%Q4 2020Q3 20214
BAKER TILLY WEALTH MANAGEMENT, LLC 310.03%0.06%0.09%Q1 2021Q4 20224
Coppell Advisory Solutions LLC 210.00%0.23%0.37%Q4 2022Q2 20244
Capital One Investing, Inc. 441.48%1.62%1.81%Q4 2018Q3 20194
HT Partners LLC 440.31%1.97%2.76%Q1 2015Q4 20154
One Wealth Advisors, LLC 220.12%0.48%0.82%Q1 2021Q1 20234
Fortress Wealth Group, LLC 440.52%0.65%0.82%Q2 2021Q1 20224
Strata Wealth Advisors, LLC 440.22%0.23%0.24%Q3 2023Q2 20244
Thai Life Insurance PCL. 441.07%1.44%1.87%Q4 2016Q3 20174
Salomon & Ludwin, LLC 440.01%0.01%0.02%Q3 2023Q2 20244
WEALTHCARE CAPITAL MANAGEMENT LLC 310.01%0.01%0.01%Q3 2019Q1 20214
M Holdings Securities, Inc. 310.03%0.07%0.08%Q1 2017Q3 20224
Parker Investment Management, LLC 447.15%15.58%38.29%Q4 2017Q3 20184
Quantinno Capital Management LP 310.01%0.01%0.03%Q1 2022Q2 20244
Y-Intercept (Hong Kong) Ltd 110.04%0.12%0.18%Q1 2021Q4 20234
ARS Wealth Advisors Group, LLC 440.08%0.13%0.17%Q3 2021Q2 20224
GRIES FINANCIAL LLC 220.04%0.49%1.71%Q4 2022Q2 20244
SHEETS SMITH WEALTH MANAGEMENT 440.00%0.12%0.20%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
VISTA CAPITAL PARTNERS, INC. 440.04%0.07%0.16%Q4 2021Q3 20224
YorkBridge Wealth Partners, LLC 440.03%0.03%0.03%Q4 2016Q3 20174
Spruce Investment Advisors LLC 442.90%4.22%4.90%Q1 2017Q4 20174
EQ LLC 210.14%0.22%0.28%Q1 2021Q1 20244
Hobart Private Capital, LLC 221.05%1.50%2.00%Q2 2019Q2 20214
Gyon Technologies Capital Management, LP 310.33%0.51%0.89%Q4 2020Q2 20224
GSG Advisors LLC 440.21%0.24%0.26%Q3 2023Q2 20244
Advisors Capital Management, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
OVERSEA-CHINESE BANKING Corp Ltd 440.11%0.17%0.29%Q3 2023Q2 20244
WESPAC Advisors, LLC 220.27%1.57%2.46%Q2 2020Q4 20214
Brown Miller Wealth Management, LLC 310.15%0.20%0.32%Q4 2020Q2 20244
FINANCIAL COUNSELORS INC 220.00%0.00%0.01%Q2 2021Q2 20244
Cyndeo Wealth Partners, LLC 440.03%0.08%0.11%Q3 2023Q2 20244
HawsGoodwin Investment Management LLC 440.75%0.82%0.98%Q1 2021Q4 20214
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.03%0.23%0.40%Q1 2019Q4 20194
Williams Financial, LLC 220.41%2.10%6.40%Q1 2021Q1 20234
Sierra Capital LLC 220.12%0.14%0.16%Q1 2021Q2 20244
Windsor Wealth Management, Inc. 440.12%0.18%0.22%Q2 2019Q1 20204
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Wealth Alliance 220.05%0.19%0.42%Q1 2021Q1 20234
Human Investing LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Denver PWM, LLC 310.08%0.09%0.10%Q2 2021Q2 20224
Clearshares LLC 441.78%2.75%3.12%Q1 2018Q4 20184
WFG Advisors, LP 440.26%0.35%0.41%Q3 2016Q2 20174
SteelPeak Wealth, LLC 210.03%0.26%0.46%Q4 2019Q4 20224
GIRARD PARTNERS LTD. 440.03%0.04%0.04%Q3 2022Q2 20234
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q2 20214
Investors Capital Advisory Services 440.05%0.07%0.08%Q3 2015Q2 20164
Virtue Capital Management, LLC 110.00%0.15%0.22%Q4 2017Q3 20214
Vestpro Financial Partners, Inc. dba CPF Texas 440.12%0.15%0.21%Q4 2017Q3 20184
ORG Partners LLC 310.00%0.03%0.11%Q2 2023Q2 20244
Janney Capital Management LLC 440.02%0.04%0.05%Q4 2017Q3 20184
Homrich & Berg 440.04%0.04%0.05%Q4 2020Q3 20214
PROVENCE WEALTH MANAGEMENT GROUP 220.03%0.39%0.88%Q4 2022Q4 20234
TKG Advisors, LLC 210.13%0.17%0.23%Q4 2021Q2 20244
Penserra Capital Management LLC 210.00%0.11%0.26%Q4 2017Q1 20244
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.01%Q1 2018Q1 20244
DHJJ Financial Advisors, Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
TRANSCEND CAPITAL ADVISORS, LLC 210.03%0.11%0.29%Q1 2020Q4 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
LEVEL FOUR FINANCIAL, LLC 440.50%0.55%0.60%Q4 2020Q3 20214
Glovista Investments LLC 440.06%0.16%0.34%Q3 2020Q2 20214
Truadvice, LLC 220.33%0.44%0.71%Q4 2020Q4 20224
B. Riley Wealth Management, Inc. 210.03%0.13%0.26%Q3 2018Q4 20204
CORBETT ROAD CAPITAL MANAGEMENT, LLC 440.73%0.85%1.12%Q4 2019Q3 20204
BOOTHBAY FUND MANAGEMENT, LLC 310.07%0.12%0.19%Q4 2019Q4 20204
HM PAYSON & CO 310.00%0.00%0.00%Q3 2020Q2 20244
Lionsbridge Wealth Management LLC 310.07%2.70%3.72%Q4 2019Q4 20204
Strategies Wealth Advisors, LLC 310.06%0.08%0.11%Q4 2021Q2 20234
ExodusPoint Capital Management, LP 330.00%0.49%1.36%Q3 2019Q1 20204
Atom Investors LP 210.07%0.24%0.65%Q4 2020Q3 20214
Trifecta Capital Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Global Wealth Strategies & Associates 210.00%1.48%3.27%Q4 2022Q2 20244
MRA Advisory Group 440.19%1.96%2.75%Q4 2020Q3 20214
Stuart Chaussee & Associates, Inc. 210.08%7.74%30.36%Q4 2017Q3 20204
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2017Q3 20184
KARLINSKI ANDREW C 441.18%1.63%2.13%Q4 2021Q3 20224
Destination Wealth Management 310.00%0.00%0.00%Q1 2018Q2 20194
Arlington Trust Co LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Nalls Sherbakoff Group, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
RONALD BLUE & CO LLC 440.02%0.04%0.06%Q1 2016Q4 20164
BROGAN FINANCIAL, INC. 440.31%0.33%0.36%Q4 2022Q3 20234
FourThought Financial Partners, LLC 310.03%0.19%0.36%Q4 2022Q2 20244
SWMG, LLC 311.07%1.39%1.88%Q4 2020Q4 20224
FLC Capital Advisors 440.07%0.41%0.70%Q1 2021Q4 20214
New Hampshire Trust 220.04%0.04%0.05%Q4 2022Q2 20244
Jefferies Group LLC 210.00%0.04%0.06%Q1 2018Q1 20214
Freestone Capital Holdings, LLC 210.01%0.01%0.01%Q3 2020Q4 20224
NBC SECURITIES, INC. 440.04%0.05%0.06%Q3 2023Q2 20244
Certus Wealth Management, LLC 310.15%0.26%0.31%Q2 2023Q2 20244
TIAA TRUST, NATIONAL ASSOCIATION 440.00%0.00%0.00%Q3 2023Q2 20244
tru Independence LLC 110.00%0.06%0.19%Q4 2019Q2 20214
Optimal Asset Management, Inc. 440.04%0.07%0.09%Q4 2020Q3 20214
Vident Investment Advisory, LLC 310.01%0.01%0.02%Q4 2021Q2 20234
Bruderman Asset Management, LLC 220.44%0.46%0.47%Q4 2020Q4 20214
Copperwynd Financial, LLC 312.61%5.26%6.35%Q4 2019Q4 20204
One Charles Private Wealth Services, LLC 447.33%9.06%12.17%Q4 2019Q3 20204
STUDIO INVESTMENT MANAGEMENT LLC 210.00%0.00%0.01%Q4 2022Q1 20243
KKM Financial LLC 330.23%0.24%0.25%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.02%0.08%0.19%Q4 2023Q2 20243
Venture Visionary Partners LLC 210.00%0.01%0.02%Q4 2020Q2 20223
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.02%Q3 2021Q4 20223
Strategic Financial Concepts, LLC 210.02%0.07%0.10%Q1 2023Q2 20243
Adams Wealth Management 210.00%1.62%4.52%Q4 2019Q3 20203
Banco Santander, S.A. 330.00%0.01%0.01%Q1 2020Q3 20203
Anchor Investment Management, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CMC Financial Group 330.40%0.48%0.54%Q1 2019Q3 20193
Sanford Advisory Services, LLC 330.28%0.56%0.89%Q2 2022Q4 20223
Ethos Financial Group, LLC 110.14%0.56%0.83%Q4 2022Q1 20243
Oakworth Capital, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
OMNI 360 Wealth, Inc. 330.43%0.44%0.45%Q4 2023Q2 20243
Simplicity Wealth,LLC 210.04%0.12%0.29%Q4 2022Q2 20243
EIGHT 31 FINANCIAL, LLC 330.27%0.95%1.33%Q4 2023Q2 20243
Outlook Wealth Advisors, LLC 330.28%0.56%0.85%Q1 2019Q3 20193
SECURITY NATIONAL TRUST CO 330.01%0.01%0.01%Q1 2021Q3 20213
STONNINGTON GROUP, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Patriot Wealth Management, Inc. 331.09%1.12%1.14%Q2 2018Q4 20183
Paragon Capital Management LLC 330.11%2.67%7.71%Q4 2017Q2 20183
Mach-1 Financial Group, LLC 210.00%0.01%0.01%Q2 2022Q1 20233
WETZEL INVESTMENT ADVISORS, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
CARDIFF PARK ADVISORS, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Spectrum Planning & Advisory Services Inc. 211.02%1.15%1.27%Q1 2021Q4 20223
Peterson Financial Group, Inc. 210.17%0.22%0.30%Q1 2022Q4 20223
Quantitative Advantage, LLC 337.32%7.36%7.44%Q4 2017Q2 20183
GHP Investment Advisors, Inc. 210.00%0.00%0.00%Q2 2022Q2 20233
GREAT OAK CAPITAL PARTNERS, LLC 331.25%3.36%5.27%Q4 2023Q2 20243
Aspect Partners, LLC 330.45%0.54%0.65%Q4 2023Q2 20243
HOWE & RUSLING INC 210.00%0.01%0.01%Q4 2022Q4 20233
Sollinda Capital Management LLC 330.07%1.67%4.86%Q4 2023Q2 20243
Premia Global Advisors, LLC 330.55%1.28%2.30%Q4 2017Q2 20183
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Ferris Capital, LLC 330.00%0.13%0.37%Q3 2018Q1 20193
Keystone Wealth Services, LLC 210.10%0.24%0.31%Q4 2021Q1 20233
ALETHEA CAPITAL MANAGEMENT, LLC 330.83%1.01%1.12%Q1 2018Q3 20183
NIEMANN CAPITAL MANAGEMENT INC 3310.06%12.70%14.76%Q3 2017Q1 20183
Impact Partnership Wealth, LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Creekmur Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Mosley Wealth Management 330.54%0.61%0.66%Q4 2023Q2 20243
ISLAY CAPITAL MANAGEMENT, LLC 330.00%0.02%0.03%Q4 2023Q2 20243
Sunesis Advisors, LLC 210.14%0.15%0.15%Q1 2023Q4 20233
Seneca House Advisors 330.16%0.17%0.17%Q3 2020Q1 20213
Blume Capital Management, Inc. 330.04%0.06%0.06%Q2 2023Q4 20233
Cutter & CO Brokerage, Inc. 330.62%0.68%0.80%Q2 2017Q4 20173
COOPER/HAIMS ADVISORS, LLC 330.17%0.18%0.19%Q1 2021Q3 20213
Traction Financial Partners, LLC 330.21%0.22%0.22%Q4 2023Q2 20243
Signature Resources Capital Management, LLC 330.07%0.07%0.08%Q4 2023Q2 20243
Austin Private Wealth, LLC 210.48%0.61%0.86%Q1 2021Q4 20223
New Republic Capital, LLC 210.00%0.04%0.08%Q4 2022Q3 20233
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2021Q3 20213
Kore Private Wealth LLC 210.00%0.03%0.04%Q4 2018Q2 20203
Fortitude Family Office, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Country Club Trust Company, n.a. 330.03%0.04%0.05%Q1 2018Q3 20183
Integrity Wealth Solutions LLC 330.20%0.21%0.23%Q4 2023Q2 20243
MBL Wealth, LLC 210.51%0.68%0.88%Q4 2020Q3 20213
INNEALTA CAPITAL, LLC 330.16%0.16%0.17%Q2 2020Q4 20203
Covington Capital Management 330.00%0.00%0.00%Q3 2021Q1 20223
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
LongView Wealth Management 330.18%0.19%0.20%Q4 2023Q2 20243
Midwest Professional Planners, LTD. 330.01%0.02%0.03%Q4 2017Q2 20183
FOSTER DYKEMA CABOT & PARTNERS, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Concurrent Investment Advisors, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
CABANA LLC 210.02%0.03%0.04%Q3 2019Q2 20203
TCWP LLC 210.01%0.09%0.23%Q4 2021Q4 20223
Keystone Financial Services 210.17%1.30%1.91%Q4 2021Q4 20223
Vermillion & White Wealth Management Group, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2021Q2 20243
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
Mount Yale Investment Advisors, LLC 210.10%0.10%0.11%Q1 2021Q4 20223
Covenant Multifamily Offices, LLC 210.03%0.08%0.12%Q1 2019Q3 20213
RICHARDSON FINANCIAL SERVICES INC. 330.05%0.05%0.06%Q4 2023Q2 20243
LVW Advisors, LLC 110.21%0.74%1.64%Q1 2016Q3 20193
Americana Partners, LLC 330.02%0.03%0.03%Q4 2023Q2 20243
Compass Financial Group, Inc. 3312.86%13.21%13.46%Q3 2016Q1 20173
Hochman Cole Investment Advisors, Inc. 210.10%0.13%0.17%Q3 2018Q2 20213
Jordan Park Group LLC 330.14%0.16%0.17%Q1 2021Q3 20213
FIRETHORN WEALTH PARTNERS, LLC 210.95%0.96%0.98%Q1 2021Q4 20223
Vident Advisory, LLC 330.01%0.04%0.08%Q4 2023Q2 20243
NOMURA ASSET MANAGEMENT CO LTD 210.01%0.01%0.01%Q2 2021Q2 20243
CORRADO ADVISORS, LLC 330.68%0.74%0.79%Q1 2019Q3 20193
Advantage Trust Co 332.00%2.16%2.26%Q4 2023Q2 20243
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q1 2022Q4 20233
Sequoia Financial Advisors, LLC 330.03%0.04%0.04%Q1 2018Q3 20183
Geier Asset Management, Inc. 334.08%4.24%4.55%Q4 2020Q2 20213
Crabel Capital Management, LLC 110.05%0.08%0.11%Q2 2021Q4 20233
COWA, LLC 210.05%0.23%0.55%Q4 2020Q3 20223
First Bank & Trust 210.00%0.06%0.10%Q3 2021Q2 20243
VERUS CAPITAL PARTNERS, LLC 210.03%0.10%0.21%Q4 2019Q4 20223
GTS SECURITIES LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Beacon Pointe Wealth Advisors, LLC 330.16%0.16%0.16%Q1 2019Q3 20193
Tyche Wealth Partners LLC 330.12%0.12%0.13%Q4 2023Q2 20243
NBT BANK N A /NY 330.00%0.00%0.00%Q4 2023Q2 20243
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q4 20223
Barden Capital Management, Inc. 331.72%1.74%1.78%Q4 2021Q2 20223
OPINICUS CAPITAL, INC. 330.31%0.33%0.35%Q4 2023Q2 20243
American Capital Advisory, LLC 330.04%0.09%0.20%Q4 2023Q2 20243
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q4 2020Q2 20243
SMITH CAPITAL MANAGEMENT INC /AR/ADV 210.13%0.14%0.15%Q2 2019Q3 20203
Legend Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Family Management Corp 330.07%0.09%0.10%Q3 2023Q1 20243
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q4 2022Q2 20233
SYM FINANCIAL Corp 110.03%0.11%0.20%Q4 2018Q2 20243
PAX Financial Group, LLC 210.77%1.31%1.69%Q1 2021Q4 20223
Pinnacle Private Wealth, LLC 330.39%0.43%0.49%Q4 2021Q2 20223
Del-Sette Capital Management, LLC 210.16%0.22%0.30%Q4 2021Q2 20243
NN Investment Partners Holdings N.V. 330.00%0.01%0.02%Q2 2019Q4 20193
FRG Family Wealth Advisors LLC 210.05%0.07%0.09%Q1 2018Q4 20193
TMD & ASSOCIATES, INC 332.79%4.00%6.24%Q4 2018Q2 20193
TRUE Private Wealth Advisors 210.04%0.05%0.07%Q1 2021Q4 20223
Timber Hill LLC 110.00%0.11%0.33%Q2 2013Q4 20173
Financial Architects, LLC 335.20%5.27%5.33%Q4 2023Q2 20243
Vontobel Holding Ltd. 330.00%0.00%0.00%Q4 2020Q2 20213
Mengis Capital Management, Inc. 330.14%0.17%0.19%Q1 2018Q3 20183
B. Riley Financial, Inc. 330.06%0.23%0.35%Q4 2017Q2 20183
Smartleaf Asset Management LLC 330.20%0.32%0.46%Q4 2023Q2 20243
MONECO Advisors, LLC 330.14%0.16%0.18%Q4 2023Q2 20243
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q4 2022Q2 20243
ELEVATE WEALTH ADVISORY, INC 330.01%0.01%0.01%Q4 2023Q2 20243
HANCOCK WHITNEY CORP 330.04%0.04%0.05%Q4 2023Q2 20243
Meridian Wealth Partners, LLC 220.99%1.07%1.15%Q1 2021Q2 20212
CHANNEL WEALTH LLC 220.12%0.14%0.16%Q1 2023Q2 20232
ELEMENT POINTE ADVISORS, LLC 221.05%1.84%2.63%Q4 2018Q1 20192
Pinion Investment Advisors, LLC 220.49%0.49%0.49%Q2 2020Q3 20202
QCM Cayman, Ltd. 110.23%0.46%0.69%Q2 2020Q4 20202
L.M. KOHN & COMPANY 220.29%0.30%0.31%Q1 2024Q2 20242
ASSOCIATED BANC-CORP 220.01%0.01%0.01%Q4 2021Q1 20222
Lantz Financial LLC 110.16%0.22%0.28%Q2 2021Q4 20222
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Gemmer Asset Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Spectrum Wealth Counsel, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
ATWOOD & PALMER INC 220.00%0.00%0.00%Q1 2021Q2 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Signal Advisors Wealth, LLC 220.08%0.09%0.11%Q4 2023Q1 20242
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Claret Asset Management Corp 220.06%0.06%0.06%Q2 2018Q3 20182
Maia Wealth LLC 110.40%0.40%0.41%Q4 2023Q2 20242
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
OLD NATIONAL BANCORP /IN/ 220.05%0.05%0.05%Q3 2019Q4 20192
Aprio Wealth Management, LLC 220.06%0.06%0.06%Q3 2023Q4 20232
HL FINANCIAL SERVICES LLC 220.02%0.02%0.02%Q4 2018Q1 20192
SWEENEY & MICHEL, LLC 220.85%0.88%0.91%Q1 2024Q2 20242
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.01%Q1 2023Q4 20232
Colonial Trust Advisors 220.01%0.01%0.01%Q3 2022Q4 20222
Perkins Coie Trust Co 220.01%0.01%0.01%Q4 2019Q1 20202
PETRA FINANCIAL ADVISORS INC 112.08%2.35%2.62%Q4 2022Q2 20232
EWG Elevate Inc. 220.08%0.37%0.65%Q1 2024Q2 20242
Banco BTG Pactual S.A. 220.28%0.75%1.22%Q1 2023Q2 20232
Team Financial Group, LLC 220.08%0.08%0.09%Q3 2023Q4 20232
Center for Financial Planning, Inc. 110.00%0.01%0.01%Q4 2021Q2 20232
NOMURA HOLDINGS INC 220.01%0.01%0.01%Q1 2018Q2 20182
VSR Financial Services, Inc. 110.04%0.05%0.06%Q4 2015Q2 20162
ETRADE Capital Management LLC 220.02%0.07%0.12%Q2 2019Q3 20192
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%1.04%2.07%Q4 2022Q2 20242
PGIM Custom Harvest LLC 220.01%0.01%0.02%Q1 2024Q2 20242
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 220.20%0.20%0.20%Q1 2019Q2 20192
XR Securities LLC 110.13%4.52%8.91%Q4 2017Q1 20192
Tidemark, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Clean Yield Group 220.02%0.03%0.03%Q3 2023Q4 20232
GAMMA Investing LLC 220.00%0.01%0.01%Q1 2024Q2 20242
Catamount Wealth Management 220.07%0.08%0.08%Q2 2018Q3 20182
SUMMIT SECURITIES GROUP LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Concert Wealth Management Inc. 110.12%0.15%0.18%Q3 2016Q1 20172
QRG CAPITAL MANAGEMENT, INC. 220.00%0.01%0.01%Q1 2024Q2 20242
IFC Holdings Incorporated/FL 220.10%0.11%0.13%Q3 2017Q4 20172
Wills Financial Group, Inc. 220.20%0.20%0.21%Q1 2015Q2 20152
Fluent Financial, LLC 111.10%1.29%1.48%Q3 2018Q2 20242
&PARTNERS 220.02%0.03%0.03%Q1 2024Q2 20242
CPWM, LLC 220.08%0.09%0.09%Q2 2019Q3 20192
TEXAS PERMANENT SCHOOL FUND CORP 220.01%0.01%0.01%Q3 2022Q4 20222
Oxford Wealth Group, LLC 222.55%2.68%2.80%Q1 2024Q2 20242
VIMA LLC 220.01%0.01%0.02%Q4 2023Q1 20242
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
waypoint wealth counsel 220.18%0.24%0.30%Q4 2022Q1 20232
First Trust Direct Indexing L.P. 220.08%0.09%0.09%Q1 2024Q2 20242
Crumly & Associates Inc. 2210.18%11.28%12.37%Q4 2019Q1 20202
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q1 20212
Verition Fund Management LLC 220.04%0.05%0.06%Q2 2022Q3 20222
CHAPIN DAVIS, INC. 220.40%0.41%0.42%Q1 2024Q2 20242
Buttonwood Financial Group, LLC 221.93%2.44%2.95%Q4 2022Q1 20232
GQ Asset Management, LLC 220.37%0.50%0.63%Q4 2019Q1 20202
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q1 2017Q3 20202
National Wealth Management Group, LLC 220.78%1.60%2.43%Q4 2021Q1 20222
Visionary Asset Management, Inc. 220.19%0.20%0.21%Q1 2018Q2 20182
EDMOND DE ROTHSCHILD HOLDING S.A. 220.16%0.18%0.20%Q4 2020Q1 20212
ACAS, LLC 220.35%0.35%0.36%Q1 2023Q2 20232
UBS AG 110.00%0.00%0.00%Q2 2013Q3 20142
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.10%0.19%Q3 2015Q2 20182
NORTHSTAR WEALTH PARTNERS LLC 110.09%0.09%0.09%Q4 2019Q2 20202
MCF Advisors LLC 110.00%0.00%0.00%Q4 2017Q2 20242
JBR Co Financial Management Inc 220.17%0.19%0.20%Q1 2024Q2 20242
Providence Capital Advisors, LLC 110.01%0.06%0.12%Q1 2019Q4 20202
BCM ADVISORS, LLC 220.14%0.23%0.32%Q2 2018Q3 20182
Bordeaux Wealth Advisors LLC 220.04%0.05%0.07%Q1 2024Q2 20242
Twin Tree Management, LP 110.00%0.01%0.02%Q2 2023Q1 20242
Mason & Associates Inc 220.07%0.08%0.09%Q4 2021Q1 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
REGIMEN WEALTH, LLC 220.21%0.27%0.34%Q4 2022Q1 20232
Waverly Advisors, LLC 220.23%0.23%0.23%Q1 2024Q2 20242
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q1 2021Q2 20212
TECTONIC ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20212
Mayflower Financial Advisors, LLC 220.03%0.13%0.22%Q4 2022Q1 20232
Family Capital Trust Co 220.01%0.01%0.01%Q1 2024Q2 20242
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Solidarity Wealth, LLC 220.15%0.17%0.19%Q1 2022Q2 20222
SPIRIT OF AMERICA MANAGEMENT CORP/NY 220.03%0.03%0.03%Q1 2024Q2 20242
Rockwood Wealth Management, LLC 220.16%0.16%0.17%Q4 2021Q1 20222
Willis Johnson & Associates, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Schonfeld Strategic Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
FIRST CITIZENS BANK & TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
Cadence Bank 220.02%0.02%0.02%Q1 2024Q2 20242
QUEST CAPITAL MANAGEMENT INC /ADV 220.08%0.18%0.28%Q3 2021Q4 20212
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 110.01%0.02%0.03%Q4 2015Q4 20212
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20232
Full Sail Capital, LLC 220.08%0.12%0.16%Q3 2019Q4 20192
Rappaport Reiches Capital Management, LLC 220.07%0.07%0.07%Q1 2024Q2 20242
USCA RIA LLC 220.02%0.03%0.03%Q1 2020Q2 20202
Dynasty Wealth Management, LLC 220.03%0.04%0.04%Q1 2024Q2 20242
Morton Brown Family Wealth, LLC 110.00%0.01%0.02%Q4 2021Q1 20232
Blue Sky Asset Management, LLC 220.85%2.93%5.02%Q4 2019Q1 20202
IAMS WEALTH MANAGEMENT, LLC 110.32%0.48%0.63%Q4 2022Q4 20232
Capital Bank & Trust Co 110.00%0.00%0.01%Q4 2018Q4 20202
MOSELEY INVESTMENT MANAGEMENT INC 220.20%0.23%0.26%Q3 2019Q4 20192
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q3 2020Q4 20202
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q4 2019Q2 20242
Sequoia Wealth Management, LLC 220.20%0.35%0.50%Q2 2019Q3 20192
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
New World Advisors LLC 110.00%3.66%7.32%Q1 2019Q2 20212
Donoghue Forlines LLC 222.25%2.37%2.49%Q2 2019Q3 20192
Axim Planning & Wealth 220.01%0.01%0.02%Q2 2022Q3 20222
Edgestream Partners, L.P. 110.02%0.02%0.02%Q2 2023Q1 20242
B&D White Capital Company, LLC 222.15%2.21%2.27%Q4 2020Q1 20212
Ferguson Shapiro LLC 221.13%2.38%3.63%Q3 2020Q4 20202
W ADVISORS, LLC 110.26%0.26%0.26%Q4 2021Q4 20222
Strid Group, LLC 110.07%1.77%3.47%Q4 2018Q3 20202
MBM Wealth Consultants, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BANK OF HAWAII 220.51%0.79%1.07%Q3 2016Q4 20162
West Financial Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Grant Street Asset Management, Inc. 110.05%0.06%0.08%Q1 2021Q2 20232
Oak Point Wealth Management 220.46%0.47%0.49%Q4 2017Q1 20182
Perissos Private Wealth Management, LLC 220.51%1.94%3.38%Q1 2024Q2 20242
Alpine Global Management, LLC 110.21%0.27%0.34%Q4 2016Q3 20172
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Indiana Trust & Investment Management Co 220.05%0.05%0.05%Q1 2024Q2 20242
TEXAS CAPITAL BANCSHARES INC/TX 220.91%1.72%2.53%Q1 2019Q2 20192
Yeomans Consulting Group, Inc. 227.09%7.69%8.28%Q1 2024Q2 20242
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
MOTCO 220.00%0.00%0.00%Q4 2021Q1 20222
MTM Investment Management, LLC 220.20%0.20%0.20%Q1 2024Q2 20242
Bedell Frazier Investment Counselling, LLC 220.06%0.06%0.06%Q1 2021Q2 20212
Quadrant Private Wealth Management, LLC 220.07%0.09%0.10%Q4 2022Q1 20232
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
CENTRAL BANK & TRUST CO 110.00%0.00%0.01%Q1 2018Q4 20212
SMITH HAYES Advisers, Inc 220.05%0.07%0.09%Q4 2015Q1 20162
FFG RETIREMENT ADVISORS LLC 220.88%0.94%1.00%Q4 2022Q1 20232
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2024Q2 20242
Arden Trust Co 220.84%0.84%0.85%Q1 2023Q2 20232
Manifold Partners, LLC 220.00%0.01%0.01%Q3 2015Q4 20152
DARK FOREST CAPITAL MANAGEMENT LP 220.07%0.16%0.25%Q1 2024Q2 20242
Urban Wealth Management, LLC 110.02%1.53%3.04%Q4 2020Q2 20222
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Hiddenite Capital Partners LP 222.88%2.97%3.05%Q1 2024Q2 20242
Goelzer Investment Management, Inc. 220.02%0.04%0.06%Q1 2019Q2 20192
CPA Asset Management LLC 220.31%1.57%2.84%Q4 2022Q1 20232
Hilltop National Bank 220.03%0.03%0.03%Q1 2024Q2 20242
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2017Q4 20212
ShoreHaven Wealth Partners, LLC 220.52%0.83%1.14%Q4 2022Q1 20232
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q3 20232
American Planning Services, Inc. 220.24%0.27%0.30%Q4 2021Q1 20222
WealthPlan Investment Management, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Archvest Wealth Advisors, Inc. 220.52%0.80%1.07%Q1 2024Q2 20242
Secure Asset Management, LLC 220.06%0.08%0.08%Q1 2024Q2 20242
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Summit Financial Wealth Advisors, LLC 220.57%0.57%0.57%Q2 2019Q3 20192
Pathstone Holdings, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
JANUS HENDERSON GROUP PLC 110.00%0.01%0.01%Q3 2016Q2 20172
Central Pacific Bank - Trust Division 220.07%0.13%0.19%Q1 2024Q2 20242
Buck Wealth Strategies, LLC 110.00%0.08%0.15%Q3 2023Q1 20242
Members Trust Co 110.01%0.01%0.01%Q3 2022Q2 20232
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Confluence Wealth Services, Inc. 110.00%0.03%0.06%Q4 2021Q4 20232
D. SCOTT NEAL, INC. 221.25%2.02%2.79%Q1 2018Q2 20182
PNC Managed Account Solutions, Inc. 110.25%0.25%0.25%Q2 2021Q2 20211
Kingdom Financial Group LLC. 110.20%0.20%0.20%Q1 2024Q1 20241
FIRST NATIONAL TRUST CO 110.02%0.02%0.02%Q4 2019Q4 20191
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Eagle Bay Advisors LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Empower Advisory Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Allegis Investment Advisors, LLC 110.13%0.13%0.13%Q3 2017Q3 20171
Beacon Harbor Wealth Advisors, Inc. 110.31%0.31%0.31%Q3 2019Q3 20191
Itau Unibanco Holding S.A. 110.03%0.03%0.03%Q4 2019Q4 20191
Gateway Wealth Partners, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
NorthCoast Asset Management LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q2 2018Q2 20181
Walleye Capital LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Dentgroup LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Financial Perspectives, Inc 110.00%0.00%0.00%Q2 2024Q2 20241
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Questar Asset Management, Inc. 112.54%2.54%2.54%Q4 2018Q4 20181
Gleason Group, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
RiverGlades Family Offices LLC 112.86%2.86%2.86%Q4 2018Q4 20181
Kabarec Financial Advisors, Ltd. 110.17%0.17%0.17%Q2 2018Q2 20181
AlphaCore Capital LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Authentikos Wealth Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Wedmont Private Capital 110.02%0.02%0.02%Q2 2024Q2 20241
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q2 2022Q2 20221
Symphony Financial, Ltd. Co. 110.10%0.10%0.10%Q1 2022Q1 20221
TCG Advisors, LP 110.01%0.01%0.01%Q1 2019Q1 20191
Trust Co 110.00%0.00%0.00%Q2 2024Q2 20241
Synergy Asset Management, LLC 111.46%1.46%1.46%Q3 2021Q3 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Price Capital Management, Inc. 111.22%1.22%1.22%Q4 2017Q4 20171
Edge Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Opes Advisors Inc 110.28%0.28%0.28%Q4 2018Q4 20181
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
LPF Advisors LLC 110.24%0.24%0.24%Q2 2024Q2 20241
Hamilton Wealth, LLC 113.40%3.40%3.40%Q3 2019Q3 20191
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.15%0.15%0.15%Q1 2020Q1 20201
W.H. Cornerstone Investments Inc. 110.32%0.32%0.32%Q1 2023Q1 20231
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Able Wealth Management LLC 110.02%0.02%0.02%Q4 2023Q4 20231
J Arnold Wealth Management Co 110.11%0.11%0.11%Q4 2020Q4 20201
BRIGHT FINANCIAL ADVISORS, INC. 111.95%1.95%1.95%Q2 2024Q2 20241
SUTTON PLACE INVESTORS LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
WEST CHESTER CAPITAL ADVISORS, INC 110.48%0.48%0.48%Q3 2018Q3 20181
Rain Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Retireful, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
McIlrath & Eck, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Lineweaver Wealth Advisors, LLC 110.97%0.97%0.97%Q2 2021Q2 20211
West Oak Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
LWS Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
TOBIAS FINANCIAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
True Wealth Design, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Sentinus, LLC 110.96%0.96%0.96%Q4 2022Q4 20221
WORLD EQUITY GROUP, INC. 110.05%0.05%0.05%Q1 2024Q1 20241
Encompass More Asset Management 110.61%0.61%0.61%Q4 2023Q4 20231
WOLVERINE ASSET MANAGEMENT LLC 110.08%0.08%0.08%Q1 2020Q1 20201
MOULTON WEALTH MANAGEMENT, INC 112.13%2.13%2.13%Q2 2024Q2 20241
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Security National Bank 110.02%0.02%0.02%Q4 2023Q4 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
ASHTON THOMAS SECURITIES, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ORSER CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Elevation Capital Advisory, LLC 119.09%9.09%9.09%Q2 2021Q2 20211
Capital Market Strategies LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Vise Technologies, Inc. 110.09%0.09%0.09%Q2 2024Q2 20241
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.56%0.56%0.56%Q4 2022Q4 20221
Muzinich & Co., Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
JB Capital LLC 111.55%1.55%1.55%Q4 2022Q4 20221
MONTAG A & ASSOCIATES INC 110.01%0.01%0.01%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Vestcor Inc 110.65%0.65%0.65%Q4 2020Q4 20201
Harvest Investment Services, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Valley Financial Group, Inc. 110.37%0.37%0.37%Q4 2023Q4 20231
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Financial Network Wealth Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Stone House Investment Management, LLC 111.09%1.09%1.09%Q4 2022Q4 20221
INVESTMENT CENTERS OF AMERICA INC 110.12%0.12%0.12%Q3 2017Q3 20171
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Hoxton Planning & Management, LLC 110.87%0.87%0.87%Q4 2022Q4 20221
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q1 2023Q1 20231
RATIONAL ADVISORS LLC 110.35%0.35%0.35%Q4 2019Q4 20191
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Kingfisher Capital LLC 110.09%0.09%0.09%Q2 2024Q2 20241
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Weiss Multi-Strategy Advisers LLC 110.07%0.07%0.07%Q4 2017Q4 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Summit Investment Advisory Services, LLC 110.12%0.12%0.12%Q1 2024Q1 20241
Advisor Resource Council 110.44%0.44%0.44%Q2 2022Q2 20221
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Good Harbor Financial, LLC 110.13%0.13%0.13%Q3 2015Q3 20151
Lebenthal Global Advisors, LLC 112.87%2.87%2.87%Q4 2020Q4 20201
MORGENS WATERFALL VINTIADIS & CO INC 111.61%1.61%1.61%Q1 2018Q1 20181
My Legacy Advisors, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
FOCUS FINANCIAL NETWORK INC /ADV 110.10%0.10%0.10%Q4 2023Q4 20231
Gryphon Financial Partners LLC 110.16%0.16%0.16%Q4 2018Q4 20181
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CBIZ Investment Advisory Services, LLC 110.72%0.72%0.72%Q3 2022Q3 20221
Requisite Energy Fund I LP 113.92%3.92%3.92%Q4 2018Q4 20181
Parkside Investments, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Resource Planning Group 111.62%1.62%1.62%Q4 2023Q4 20231
Latitude Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
VICTORY FINANCIAL GROUP, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q3 2023Q3 20231
Hayden Royal, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
First Financial Bank - Trust Division 110.04%0.04%0.04%Q2 2018Q2 20181
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.36%0.36%0.36%Q4 2022Q4 20221
Interval Partners, LP 110.10%0.10%0.10%Q1 2024Q1 20241
Berger Financial Group, Inc 110.49%0.49%0.49%Q4 2020Q4 20201
Horan Capital Advisors, LLC. 110.12%0.12%0.12%Q3 2020Q3 20201
Jump Financial, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Meiji Yasuda Life Insurance Co 110.14%0.14%0.14%Q3 2016Q3 20161
Fernwood Investment Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CEDRUS LLC 110.21%0.21%0.21%Q4 2021Q4 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
BURKE & HERBERT BANK & TRUST CO 110.05%0.05%0.05%Q2 2024Q2 20241
AVALON CAPITAL MANAGEMENT 110.52%0.52%0.52%Q2 2014Q2 20141
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
City State Bank 110.00%0.00%0.00%Q1 2024Q1 20241
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mill Creek Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Midwest Heritage Bank, FSB 110.38%0.38%0.38%Q4 2021Q4 20211
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q1 2023Q1 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Abich Financial Wealth Management LLC 110.02%0.02%0.02%Q2 2024Q2 20241
BW Gestao de Investimentos Ltda. 111.80%1.80%1.80%Q3 2019Q3 20191
NORTHWEST WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Point72 Asset Management, L.P. 110.07%0.07%0.07%Q1 2024Q1 20241
Sapphire Star Partners LP 110.08%0.08%0.08%Q2 2018Q2 20181
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SIENA CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TSA Wealth Managment LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Schneider Downs Wealth Management Advisors, LP 110.09%0.09%0.09%Q1 2020Q1 20201
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2024Q2 20241
Redwood Wealth Management Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Claybrook Capital, LLC 118.93%8.93%8.93%Q4 2018Q4 20181
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Park Place Capital Corp 110.09%0.09%0.09%Q4 2022Q4 20221
CAPITAL ONE, NATIONAL ASSOCIATION 112.01%2.01%2.01%Q4 2019Q4 20191
FIRST NEW YORK SECURITIES LLC /NY 110.04%0.04%0.04%Q3 2016Q3 20161
Shay Capital LLC 110.06%0.06%0.06%Q1 2024Q1 20241
SVA Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Pineridge Advisors LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Black Swift Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Freestate Advisors LLC 117.42%7.42%7.42%Q2 2019Q2 20191
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Kalos Management, Inc. 110.10%0.10%0.10%Q3 2020Q3 20201
Prosperity Wealth Management, Inc. 110.11%0.11%0.11%Q2 2024Q2 20241
Centiva Capital, LP 111.88%1.88%1.88%Q1 2024Q1 20241
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q1 2022Q1 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q1 2018Q1 20181
Hirtle Callaghan & Co LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Equita Financial Network, Inc. 110.09%0.09%0.09%Q2 2024Q2 20241
Riverview Trust Co 110.05%0.05%0.05%Q4 2018Q4 20181
Burleson & Company, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Axiom Advisory, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Diversified, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q3 2023Q3 20231
Traynor Capital Management, Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.02%0.02%0.02%Q3 2018Q3 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2020Q1 20201
Crosspoint Capital Strategies, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Gallagher Benefit Services, Inc. 110.74%0.74%0.74%Q4 2022Q4 20221
FIRST MERCHANTS CORP 110.02%0.02%0.02%Q2 2024Q2 20241
Kessler Investment Group, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Amundi 110.00%0.00%0.00%Q3 2022Q3 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Susquehanna International Group Ltd. 110.05%0.05%0.05%Q2 2022Q2 20221
Independent Wealth Network Inc. 110.25%0.25%0.25%Q3 2021Q3 20211
United Advisor Group, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Doman Group, LLC 110.57%0.57%0.57%Q4 2021Q4 20211
Golden Green, Inc. 110.19%0.19%0.19%Q4 2020Q4 20201
Turtle Creek Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q1 2021Q1 20211
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
HAP Trading, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Jentner Corp 110.19%0.19%0.19%Q3 2019Q3 20191
Commonwealth Retirement Investments LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Tibra Equities Europe Ltd 119.31%9.31%9.31%Q4 2020Q4 20201
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
MCMORGAN & CO LLC 111.16%1.16%1.16%Q1 2023Q1 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 111.79%1.79%1.79%Q1 2022Q1 20221
West Wealth Group, LLC 112.10%2.10%2.10%Q4 2022Q4 20221
WHITTIER TRUST CO 110.01%0.01%0.01%Q1 2020Q1 20201
PURA VIDA INVESTMENTS, LLC 110.76%0.76%0.76%Q1 2020Q1 20201
Steward Financial Group LLC 110.34%0.34%0.34%Q3 2023Q3 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Quadrature Capital Ltd 110.02%0.02%0.02%Q1 2024Q1 20241
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MADRONA FUNDS, LLC 112.72%2.72%2.72%Q3 2019Q3 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2020Q1 20201
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2021Q4 20211
FNY Partners Fund LP 110.09%0.09%0.09%Q1 2018Q1 20181
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Waldron Private Wealth LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Tradewinds, LLC. 110.50%0.50%0.50%Q2 2024Q2 20241
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q2 2024Q2 20241
West Tower Group, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Walleye Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Morling Financial Advisors, LLC 110.18%0.18%0.18%Q1 2024Q1 20241
B, B, H, & B INC. 110.19%0.19%0.19%Q4 2020Q4 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2019Q4 20191
Fiduciary Planning LLC 110.37%0.37%0.37%Q4 2019Q4 20191
Hershey Financial Advisers, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
DRW Securities, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Highland Private Wealth Management 110.36%0.36%0.36%Q1 2018Q1 20181
INVESTMENT HOUSE LLC 110.09%0.09%0.09%Q2 2016Q2 20161
Atlantic Edge Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
MERIDIAN INVESTMENT COUNSEL INC. 110.09%0.09%0.09%Q2 2024Q2 20241
Atlantic Union Bankshares Corp 110.10%0.10%0.10%Q1 2019Q1 20191
Polar Asset Management Partners Inc. 110.32%0.32%0.32%Q1 2024Q1 20241
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ballentine Partners, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Compass Ion Advisors, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
Idaho Trust Bank 110.40%0.40%0.40%Q1 2024Q1 20241
Aviso Financial Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Pension Partners, LLC 110.43%0.43%0.43%Q3 2018Q3 20181
Pathlight Investors LLC 110.38%0.38%0.38%Q4 2018Q4 20181
Client First Capital LLC 113.75%3.75%3.75%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ICC CAPITAL MANAGEMENT INC/ 110.01%0.01%0.01%Q1 2015Q1 20151
Soltis Investment Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
KM Capital Management Ltd. 110.87%0.87%0.87%Q1 2023Q1 20231
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
WFA Asset Management Corp 110.02%0.02%0.02%Q2 2023Q2 20231
Allegheny Financial Group LTD 110.06%0.06%0.06%Q2 2024Q2 20241
Alpha DNA Investment Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Private Wealth Partners, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
CEDAR CAPITAL, LLC 110.42%0.42%0.42%Q4 2015Q4 20151
BKM Wealth Management, LLC 110.05%0.05%0.05%Q4 2023Q4 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Veritable, L.P. 110.02%0.02%0.02%Q4 2018Q4 20181
Arizona PSPRS Trust 114.52%4.52%4.52%Q2 2024Q2 20241
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Masso Torrence Wealth Management Inc. 110.37%0.37%0.37%Q4 2021Q4 20211
RCS Financial Planning, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Vertex Planning Partners, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Advocacy Wealth Management Services, LLC 110.76%0.76%0.76%Q2 2022Q2 20221
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Athanor Capital, LP 111.25%1.25%1.25%Q3 2019Q3 20191
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Centurion Wealth Management LLC 110.50%0.50%0.50%Q4 2022Q4 20221
Gateway Advisory, LLC 1116.74%16.74%16.74%Q1 2020Q1 20201
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Columbia Trust Co 01012016 110.26%0.26%0.26%Q4 2019Q4 20191
Tactive Advisors, LLC 110.59%0.59%0.59%Q1 2024Q1 20241
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
ARCH CAPITAL GROUP LTD. 116.42%6.42%6.42%Q4 2020Q4 20201
Plan Group Financial, LLC 111.08%1.08%1.08%Q1 2024Q1 20241
Otter Creek Advisors, LLC 111.87%1.87%1.87%Q3 2018Q3 20181
Samalin Investment Counsel, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Fulcrum Capital LLC 110.64%0.64%0.64%Q3 2021Q3 20211
Islet Management, LP 111.36%1.36%1.36%Q2 2019Q2 20191
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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