ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2620.00%0.00%0.00%Q4 2013Q3 202376
Cutler Group LLC / CA 25250.00%0.01%0.12%Q3 2017Q3 202365
Citadel Advisors 1310.00%0.00%0.01%Q4 2014Q3 202349
Cetera Advisor Networks LLC 42420.10%0.67%2.47%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 41410.04%0.38%1.13%Q3 2013Q3 202341
BANK OF AMERICA CORP /DE/ 41410.00%0.03%0.07%Q3 2013Q3 202341
LPL Financial LLC 40400.00%0.18%0.48%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.04%0.10%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.06%0.34%Q4 2013Q3 202340
US BANCORP \DE\ 39390.00%0.03%0.11%Q1 2014Q3 202339
Atria Investments, Inc 38380.02%0.33%1.60%Q2 2014Q3 202338
Private Advisor Group, LLC 37370.00%0.15%0.35%Q3 2014Q3 202338
Brinker Capital Investments, LLC 38380.00%0.49%2.26%Q3 2013Q4 202238
UBS Group AG 36360.00%0.05%0.11%Q4 2014Q3 202337
Sigma Planning Corp 36360.09%0.53%1.34%Q4 2014Q3 202336
JPMORGAN CHASE & CO 35350.00%0.00%0.01%Q1 2015Q3 202335
Hilltop Holdings Inc. 35350.02%0.53%2.32%Q1 2015Q3 202335
ProVise Management Group, LLC 35350.03%0.17%1.56%Q1 2015Q3 202335
ARGI Investment Services, LLC 35350.06%3.27%5.36%Q2 2014Q4 202235
RAYMOND JAMES & ASSOCIATES 35350.01%0.16%0.37%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.00%2.59%3.77%Q2 2013Q4 202135
GOLDMAN SACHS GROUP INC 1730.00%0.00%0.02%Q4 2013Q3 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.01%0.04%0.15%Q2 2015Q3 202334
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q3 2017Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.01%0.16%0.36%Q3 2014Q3 202334
WELLS FARGO & COMPANY/MN 34340.00%0.03%0.06%Q2 2015Q3 202334
STIFEL FINANCIAL CORP 3220.01%0.05%0.21%Q1 2014Q3 202334
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34341.43%4.16%5.52%Q2 2015Q3 202334
JANE STREET GROUP, LLC 920.00%0.01%0.07%Q4 2014Q3 202333
BALASA DINVERNO & FOLTZ LLC 33334.04%7.57%10.21%Q3 2014Q3 202233
Raymond James Financial Services Advisors, Inc. 33330.04%0.16%0.33%Q3 2015Q3 202333
FMR LLC 3030.00%0.02%0.06%Q2 2015Q3 202333
J.P. Morgan Private Wealth Advisors LLC 33330.01%0.06%0.30%Q3 2015Q3 202333
Creative Planning 2410.00%0.01%0.02%Q3 2014Q3 202333
Cetera Advisors LLC 33330.02%0.16%0.39%Q3 2015Q3 202333
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33330.95%1.36%1.77%Q3 2015Q3 202333
BROWN ADVISORY INC 33330.00%0.00%0.01%Q3 2015Q3 202333
Janney Montgomery Scott LLC 2930.01%0.26%0.62%Q3 2015Q3 202332
OPPENHEIMER & CO INC 3110.01%0.41%0.64%Q1 2015Q3 202332
B. Riley Wealth Advisors, Inc. 32320.02%0.31%0.92%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32327.14%12.67%18.04%Q4 2015Q3 202332
CITIGROUP INC 3110.00%0.01%0.08%Q3 2015Q3 202332
Well Done, LLC 32320.48%7.02%12.50%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.13%0.25%Q4 2015Q3 202332
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.06%0.28%Q3 2017Q3 202332
Peak Asset Management, LLC 31310.13%0.43%0.63%Q3 2015Q1 202331
WEALTHSOURCE PARTNERS, LLC 31310.19%1.09%2.40%Q1 2016Q3 202331
CWM, LLC 2380.00%1.62%3.75%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.10%0.34%Q4 2015Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.06%0.11%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.10%0.34%Q1 2016Q3 202331
Advisory Services Network, LLC 2740.00%0.21%1.19%Q4 2015Q3 202331
Stratos Wealth Partners, LTD. 31310.10%0.55%1.24%Q1 2016Q3 202331
Argent Trust Co 31310.02%0.08%0.20%Q1 2016Q3 202331
LINCOLN NATIONAL CORP 31310.02%0.10%0.27%Q1 2016Q3 202331
V Wealth Advisors LLC 30300.05%0.42%1.25%Q1 2016Q2 202330
Legacy Private Trust Co. 2640.07%1.26%2.60%Q1 2016Q3 202330
Lido Advisors, LLC 30300.06%0.35%0.74%Q2 2016Q3 202330
ASSETMARK, INC 2910.00%0.47%0.88%Q1 2016Q3 202330
HighTower Advisors, LLC 2810.00%0.08%0.29%Q3 2015Q3 202330
FAS Wealth Partners, Inc. 30300.03%0.14%0.26%Q2 2016Q3 202330
3D ASSET MANAGEMENT, INC 30300.13%5.13%8.26%Q2 2013Q3 202030
KEYBANK NATIONAL ASSOCIATION/OH 30300.07%0.65%1.42%Q2 2016Q3 202330
Bank of New York Mellon Corp 30300.00%0.01%0.03%Q2 2016Q3 202330
D.A. DAVIDSON & CO. 29290.01%0.04%0.06%Q3 2016Q3 202329
Brookstone Capital Management 2540.01%0.42%2.27%Q1 2016Q3 202329
McKinley Carter Wealth Services, Inc. 29290.09%2.64%6.12%Q3 2016Q3 202329
Roof Eidam Maycock Peralta, LLC 29290.23%2.91%6.12%Q4 2015Q4 202229
Symmetry Partners, LLC 29291.72%3.24%5.84%Q4 2016Q4 202329
PATTON ALBERTSON MILLER GROUP, LLC 2810.04%0.64%1.34%Q2 2016Q3 202329
Baker Avenue Asset Management, LP 2540.00%0.67%1.72%Q4 2015Q3 202329
VICUS CAPITAL 28280.03%0.46%0.91%Q4 2016Q3 202328
Capital Advisors, Ltd. LLC 28280.00%0.06%0.14%Q4 2016Q3 202328
PITTENGER & ANDERSON INC 28280.00%0.03%0.09%Q4 2016Q3 202328
Newfound Research LLC 28280.00%2.23%9.70%Q4 2015Q3 202228
Baird Financial Group, Inc. 2530.00%0.08%0.14%Q2 2016Q3 202328
BlackRock Inc. 27270.00%0.01%0.01%Q1 2017Q3 202328
Burt Wealth Advisors 2440.00%6.30%10.66%Q1 2015Q3 202328
FOSTER DYKEMA CABOT & CO INC/MA 28280.02%2.60%4.31%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.08%1.14%3.92%Q4 2016Q3 202328
PARK AVENUE SECURITIES LLC 1110.01%2.46%12.32%Q3 2015Q3 202328
Snowden Capital Advisors LLC 1640.02%0.19%0.61%Q1 2016Q3 202328
Migdal Insurance & Financial Holdings Ltd. 2620.00%0.05%0.22%Q2 2016Q3 202328
BANK HAPOALIM BM 28280.02%0.08%0.13%Q1 2015Q4 202128
Jackson, Grant Investment Advisers, Inc. 28280.00%0.07%0.17%Q4 2015Q3 202228
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.09%0.24%Q4 2016Q3 202328
UNITED SERVICES AUTOMOBILE ASSOCIATION 27270.09%0.49%1.90%Q3 2014Q1 202127
Estate Counselors, LLC 1450.04%1.25%2.86%Q3 2015Q2 202327
Parallel Advisors, LLC 27270.04%0.38%2.07%Q1 2017Q3 202327
Tillar-Wenstrup Advisors, LLC 27270.24%5.15%10.66%Q2 2016Q4 202227
STRINGER ASSET MANAGEMENT, LLC 2073.07%8.82%12.92%Q1 2015Q3 202227
CFO4Life Group, LLC 27273.33%5.35%9.21%Q1 2017Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.03%0.05%Q2 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.24%0.83%Q3 2013Q4 201926
FIFTH THIRD BANCORP 26260.00%0.06%0.25%Q2 2017Q3 202326
Polaris Wealth Advisory Group, LLC 14120.02%0.22%0.47%Q1 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.05%0.38%1.06%Q2 2017Q3 202326
Global Retirement Partners, LLC 1970.00%0.10%0.39%Q1 2017Q3 202326
Allianz Asset Management GmbH 1820.00%0.03%0.07%Q2 2014Q1 202225
Glenview Trust Co 25250.02%0.41%0.65%Q3 2017Q3 202325
Cetera Investment Advisers 25250.01%0.28%0.86%Q3 2017Q3 202325
NewEdge Advisors, LLC 1960.01%0.16%0.42%Q2 2017Q3 202325
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 25250.02%0.06%0.14%Q3 2017Q3 202325
FLAGSHIP HARBOR ADVISORS, LLC 25250.01%0.10%1.13%Q3 2017Q3 202325
First PREMIER Bank 25250.03%0.05%0.06%Q3 2017Q3 202325
Fortis Advisors, LLC 2230.00%6.89%13.32%Q4 2016Q2 202325
BOK Financial Private Wealth, Inc. 1710.00%0.05%0.11%Q2 2016Q1 202325
Van Hulzen Asset Management, LLC 25250.12%0.50%1.22%Q3 2017Q3 202325
OXFORD FINANCIAL GROUP, LTD. LLC 25251.63%15.08%24.77%Q3 2017Q3 202325
BANK OF MONTREAL /CAN/ 2320.00%0.01%0.04%Q2 2017Q3 202325
Diversified Trust Co 25250.01%1.95%3.90%Q3 2016Q3 202225
Wall Capital Group, Inc. 25250.03%11.57%23.40%Q1 2017Q1 202325
PARSONS CAPITAL MANAGEMENT INC/RI 25250.02%0.05%0.08%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.01%0.04%0.09%Q3 2017Q3 202325
GLENMEDE TRUST CO NA 2050.00%0.00%0.00%Q1 2017Q3 202325
Jacobi Capital Management LLC 24240.03%0.04%0.08%Q4 2017Q3 202324
First Heartland Consultants, Inc. 1860.04%0.18%0.57%Q3 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.15%1.20%2.31%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.15%0.48%1.29%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.10%0.27%0.39%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.04%0.16%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.12%0.58%1.05%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.62%1.65%3.16%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.01%0.62%2.71%Q4 2017Q3 202324
Smart Money Group LLC 24240.54%6.20%11.87%Q4 2017Q3 202324
Darwin Wealth Management, LLC 24240.07%0.82%3.00%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.31%2.23%2.81%Q4 2017Q3 202324
WBH ADVISORY INC 2130.04%0.08%0.23%Q3 2017Q3 202324
Eldridge Investment Advisors, Inc. 24241.26%3.46%7.58%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.10%0.16%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 910.00%0.10%0.39%Q4 2015Q3 202324
PFG Advisors 24240.11%0.38%0.74%Q4 2017Q3 202324
Sheaff Brock Investment Advisors, LLC 24240.05%0.17%0.26%Q4 2017Q3 202324
Santori & Peters, Inc. 24240.31%6.19%10.48%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.54%1.29%2.26%Q4 2017Q3 202324
Chicago Partners Investment Group LLC 24240.01%0.75%1.15%Q4 2017Q3 202324
Trilogy Capital Inc. 24242.04%4.13%7.23%Q4 2017Q3 202324
IHT Wealth Management, LLC 24240.02%0.18%0.51%Q4 2017Q3 202324
Sanchez Wealth Management Group 24243.97%6.22%15.67%Q4 2017Q3 202324
Horan Securities, Inc. 1160.00%0.07%0.40%Q1 2017Q2 202324
Royal Fund Management, LLC 24240.02%0.97%1.39%Q4 2017Q3 202324
SCOTIA CAPITAL INC. 24240.00%0.03%0.08%Q4 2017Q3 202324
Csenge Advisory Group 1850.06%0.45%0.85%Q3 2017Q3 202323
Steward Partners Investment Advisory, LLC 23230.02%0.22%0.35%Q1 2018Q3 202323
RFG Advisory, LLC 23230.02%2.49%4.11%Q1 2018Q3 202323
Almanack Investment Partners, LLC. 23230.04%0.57%1.83%Q1 2018Q3 202323
Prospera Financial Services Inc 1760.01%0.08%0.19%Q3 2017Q2 202323
MARINO, STRAM & ASSOCIATES LLC 1490.24%0.46%0.76%Q4 2017Q3 202323
PRUDENTIAL PLC 23230.00%0.01%0.02%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 2120.01%0.13%0.50%Q2 2017Q1 202323
New England Private Wealth Advisors LLC 23230.27%0.55%0.87%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.78%1.90%3.45%Q1 2018Q3 202323
Continuum Advisory, LLC 23230.06%0.27%0.79%Q1 2018Q3 202323
Atlas Brown,Inc. 2210.04%0.23%0.34%Q4 2017Q3 202323
Focused Wealth Management, Inc 23230.14%3.00%4.81%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Bogart Wealth, LLC 23230.00%0.04%0.70%Q1 2018Q3 202323
SIGNATUREFD, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
Pinnacle Wealth Management Advisory Group, LLC 22220.03%0.20%0.38%Q2 2018Q3 202322
BB&T SECURITIES, LLC 22220.01%0.11%0.29%Q2 2014Q3 201922
Biondo Investment Advisors, LLC 22220.13%0.23%0.35%Q2 2018Q3 202322
Mariner, LLC 22220.02%0.30%0.67%Q2 2018Q3 202322
First Horizon Advisors, Inc. 22220.00%0.09%0.31%Q2 2018Q3 202322
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.08%0.19%0.47%Q4 2015Q3 202222
Dynamic Advisor Solutions LLC 1840.01%0.07%0.16%Q1 2018Q3 202322
PFS INVESTMENTS INC. 22220.38%1.92%5.73%Q1 2018Q2 202322
Capital Investment Advisory Services, LLC 22220.14%1.71%5.60%Q2 2018Q3 202322
Private Advisory Group LLC 1410.05%0.40%1.63%Q4 2016Q2 202322
FRANKLIN RESOURCES INC 22220.00%0.00%0.01%Q2 2018Q3 202322
PINNACLE ASSOCIATES LTD 22220.00%0.01%0.03%Q2 2018Q3 202322
Sound Income Strategies, LLC 1930.00%0.00%0.03%Q1 2018Q3 202322
Good Life Advisors, LLC 22220.04%0.37%0.81%Q2 2018Q3 202322
Endurance Wealth Management, Inc. 22220.01%0.01%0.01%Q1 2018Q2 202322
Stewardship Financial Advisors, LLC 22223.72%8.46%12.80%Q4 2015Q1 202122
DAIDO LIFE INSURANCE CO 22220.87%2.55%3.35%Q1 2018Q2 202322
Regal Wealth Group, Inc. 22220.20%3.15%4.87%Q2 2018Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 22220.01%1.05%6.19%Q2 2018Q3 202322
Clark Capital Management Group, Inc. 1290.02%0.78%3.06%Q3 2016Q1 202221
Cambria Investment Management, L.P. 21210.07%0.45%0.80%Q4 2014Q4 201921
CLEAR INVESTMENT RESEARCH, LLC 21210.02%0.35%1.14%Q3 2018Q3 202321
Hartford Financial Management Inc. 2010.03%0.03%0.04%Q1 2017Q1 202321
Dakota Wealth Management 21210.02%0.25%0.90%Q3 2018Q3 202321
FundX Investment Group, LLC 1920.08%9.27%34.43%Q1 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.11%0.44%1.82%Q3 2018Q3 202321
Kovack Advisors, Inc. 1910.03%0.12%0.20%Q4 2017Q3 202321
RAYMOND JAMES TRUST N.A. 11100.01%0.08%0.12%Q2 2018Q3 202321
Wealthcare Advisory Partners LLC 1740.00%0.03%0.11%Q4 2017Q3 202321
Sowell Financial Services LLC 1020.07%0.24%0.48%Q4 2016Q1 202321
Keystone Financial Group 1920.18%0.51%0.71%Q2 2018Q3 202321
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 21210.23%0.59%0.92%Q2 2018Q2 202321
BUCKINGHAM STRATEGIC WEALTH, LLC 2010.01%0.02%0.09%Q3 2016Q3 202321
Mutual Advisors, LLC 21210.04%0.22%1.28%Q3 2018Q3 202321
AE Wealth Management LLC 21210.05%0.38%1.07%Q3 2018Q3 202321
Clearwater Capital Advisors, LLC 1910.00%0.17%0.65%Q1 2018Q1 202320
First Allied Advisory Services, Inc. 20200.02%0.14%0.36%Q4 2015Q3 202020
Forefront Analytics, LLC 20203.57%6.66%9.85%Q4 2018Q3 202320
CreativeOne Wealth, LLC 20200.02%0.12%0.57%Q4 2018Q3 202320
ERn Financial, LLC 20200.15%1.79%4.40%Q4 2018Q3 202320
Institute for Wealth Management, LLC. 20200.09%0.11%0.16%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.19%0.52%1.01%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.06%0.17%Q4 2018Q3 202320
JFS WEALTH ADVISORS, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Madrona Financial Services, LLC 1550.26%4.63%8.30%Q4 2015Q3 202220
Belpointe Asset Management LLC 1620.06%0.12%0.23%Q3 2017Q1 202320
Gladstone Institutional Advisory LLC 20200.06%0.43%2.85%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.12%0.37%0.63%Q4 2018Q3 202320
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1190.00%0.02%0.05%Q1 2018Q3 202320
Intelligence Driven Advisers, LLC 20200.18%3.89%6.32%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.08%0.53%Q4 2018Q3 202320
Garrett Wealth Advisory Group, LLC 20203.00%9.13%14.59%Q4 2018Q3 202320
Financial Enhancement Group LLC 20200.00%0.35%1.36%Q4 2017Q3 202220
Glassman Wealth Services 1820.03%0.04%0.06%Q2 2018Q3 202320
WealthBridge Capital Management, LLC 20200.15%0.55%1.10%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.15%0.29%0.40%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20200.21%0.91%2.63%Q4 2018Q3 202320
RHS Financial, LLC 20200.60%1.30%2.44%Q4 2018Q3 202320
F3Logic, LLC 20200.16%1.68%6.21%Q1 2018Q4 202220
CCG WEALTH MANAGEMENT, LLC 20200.80%1.42%2.39%Q4 2018Q3 202320
Icon Wealth Partners, LLC 930.02%0.63%2.20%Q4 2017Q3 202320
Crestwood Advisors Group, LLC 20200.04%0.28%0.59%Q4 2018Q3 202320
Requisite Capital Management, LLC 20200.10%5.15%9.62%Q4 2018Q3 202320
LS Investment Advisors, LLC 20200.07%0.63%1.49%Q4 2018Q3 202320
Centric Wealth Management 20200.12%0.30%0.66%Q4 2018Q3 202320
Sigma Investment Management Co 20200.47%8.16%14.57%Q1 2014Q4 201820
American Portfolios Advisors 20200.22%0.38%0.62%Q4 2017Q3 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cypress Wealth Services, LLC 19190.12%0.32%0.90%Q1 2019Q3 202319
Permanens Capital L.P. 19190.00%6.31%10.54%Q4 2016Q2 202119
Kistler-Tiffany Companies, LLC 19190.01%0.02%0.02%Q4 2018Q2 202319
Spectrum Wealth Advisory Group, LLC 19190.38%0.84%4.20%Q1 2019Q3 202319
Ahrens Investment Partners LLC 1310.04%0.29%0.99%Q4 2017Q1 202319
TSFG, LLC 19190.00%0.00%0.02%Q1 2019Q3 202319
Day & Ennis, LLC 1040.08%0.82%2.25%Q3 2017Q3 202319
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 19190.06%0.39%0.75%Q2 2014Q4 201819
Weaver Consulting Group 19190.30%1.02%1.54%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.15%0.32%0.68%Q4 2018Q3 202319
CAPTRUST FINANCIAL ADVISORS 1410.00%0.30%1.28%Q2 2017Q3 202319
MEITAV INVESTMENT HOUSE LTD 1180.00%0.01%0.10%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19191.85%3.50%4.57%Q1 2019Q3 202319
M&T BANK CORP 1510.00%0.03%0.15%Q2 2018Q3 202319
Cooper Financial Group 1540.08%1.03%5.28%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.07%0.13%0.18%Q3 2018Q3 202319
Opes Wealth Management LLC 19191.80%2.57%3.37%Q1 2019Q3 202319
BESSEMER GROUP INC 1630.00%0.01%0.13%Q2 2018Q3 202319
DONALDSON CAPITAL MANAGEMENT, LLC 18180.19%0.69%0.89%Q2 2019Q3 202318
RDA Financial Network 18180.12%0.64%1.22%Q1 2019Q2 202318
Barber Financial Group, Inc. 18180.04%1.41%6.32%Q4 2017Q1 202218
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.10%0.28%0.49%Q1 2019Q3 202318
Rockefeller Capital Management L.P. 1440.00%0.02%0.05%Q1 2019Q3 202318
Carnegie Capital Asset Management, LLC 18180.05%0.32%0.42%Q4 2018Q1 202318
PRUDENTIAL FINANCIAL INC 1260.00%0.00%0.01%Q2 2018Q3 202318
Dai-ichi Life Insurance Company, Ltd 1440.05%0.15%0.24%Q1 2019Q3 202318
WASHINGTON TRUST Co 1350.01%0.02%0.02%Q3 2018Q3 202318
Noven Financial Group, Inc. 18180.16%0.21%0.34%Q4 2015Q1 202018
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q2 2018Q3 202318
Syntal Capital Partners, LLC 18180.15%1.65%2.39%Q2 2019Q3 202318
Insight Wealth Strategies, LLC 18180.08%3.41%4.60%Q2 2019Q3 202318
Summit X, LLC 1530.05%0.32%0.59%Q3 2018Q3 202318
Berkshire Money Management, Inc. 1261.06%1.73%2.60%Q2 2017Q2 202318
SVB WEALTH LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
Ausdal Financial Partners, Inc. 1210.03%0.64%1.17%Q4 2017Q4 202218
Baystate Wealth Management LLC 1110.00%0.01%0.09%Q4 2017Q3 202318
Arete Wealth Advisors, LLC 1320.02%0.09%0.32%Q2 2018Q1 202318
Strategic Investment Advisors / MI 1610.11%0.42%0.72%Q2 2019Q3 202317
IFG Advisory, LLC 17170.28%0.99%1.49%Q3 2019Q3 202317
Front Row Advisors LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Sensible Financial Planning & Management, LLC. 17170.79%3.70%4.52%Q3 2019Q3 202317
ARTHUR M. COHEN & ASSOCIATES, LLC 1610.06%0.12%0.15%Q4 2017Q2 202217
Mosaic Family Wealth, LLC 17170.07%0.23%0.32%Q4 2017Q4 202117
Physician Wealth Advisors, Inc. 17170.29%0.57%1.34%Q3 2019Q3 202317
NEXT Financial Group, Inc 1610.00%0.33%0.49%Q2 2017Q4 202117
NewFocus Financial Group, LLC 17170.37%0.95%2.35%Q2 2016Q2 202017
LINCOLN CAPITAL CORP 17170.18%2.34%3.58%Q3 2019Q3 202317
WEBSTER BANK, N. A. 980.01%0.03%0.05%Q3 2016Q4 202117
Concorde Asset Management, LLC 910.36%0.93%2.20%Q3 2017Q4 202217
OneDigital Investment Advisors LLC 17170.02%0.23%1.18%Q3 2019Q3 202317
HSBC HOLDINGS PLC 17170.00%0.00%0.01%Q3 2019Q3 202317
NORTHERN TRUST CORP 1410.00%0.00%0.00%Q4 2018Q3 202317
Kingsview Wealth Management, LLC 1310.01%0.05%0.15%Q4 2017Q4 202217
WEATHERLY ASSET MANAGEMENT L. P. 17170.03%0.05%0.05%Q3 2017Q3 202117
Westside Investment Management, Inc. 1510.00%0.00%0.04%Q4 2018Q3 202317
Clear Creek Financial Management, LLC 1250.12%2.23%6.36%Q2 2019Q3 202317
SALEM INVESTMENT COUNSELORS INC 1250.00%0.00%0.00%Q2 2019Q3 202317
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
Busey Bank 17170.04%0.13%0.20%Q3 2019Q3 202317
Investors Research Corp 17170.00%0.00%0.00%Q2 2019Q2 202317
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.00%0.04%0.08%Q4 2018Q3 202316
QS Investors, LLC 840.01%0.22%0.48%Q2 2015Q1 202016
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.59%2.85%Q4 2015Q3 201916
J. Goldman & Co LP 16160.02%0.15%0.34%Q1 2019Q4 202216
EXENCIAL WEALTH ADVISORS, LLC 880.05%0.24%0.31%Q3 2019Q3 202316
MGO ONE SEVEN LLC 1420.03%0.12%0.36%Q4 2017Q4 202116
John W. Brooker & Co., CPAs 16160.48%0.68%0.82%Q4 2019Q3 202316
Beaumont Financial Partners, LLC 740.02%0.17%0.79%Q3 2017Q4 202116
Leelyn Smith, LLC 16160.06%0.63%1.14%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16161.57%2.76%4.14%Q4 2019Q3 202316
MBE Wealth Management, LLC 16160.29%0.47%1.22%Q4 2019Q3 202316
MARSHALL FINANCIAL GROUP INC /ADV 16160.19%0.81%1.08%Q4 2019Q3 202316
GFG Capital, LLC 16160.32%1.33%3.42%Q4 2019Q3 202316
Fragasso Group Inc. 16160.06%3.55%5.66%Q1 2020Q4 202316
9258 Wealth Management, LLC 16160.11%0.19%0.27%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Consolidated Planning Corp 16161.49%2.84%4.14%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16163.42%3.93%5.34%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.15%0.46%0.60%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.04%0.14%Q4 2019Q3 202316
White Pine Investment CO 16160.12%0.53%0.81%Q2 2019Q1 202316
TRUIST FINANCIAL CORP 16160.01%0.07%0.14%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.31%2.73%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 16160.32%7.94%9.59%Q4 2019Q3 202316
WEDBUSH SECURITIES INC 620.01%0.03%0.07%Q2 2018Q3 202316
PFG Private Wealth Management, LLC 16160.01%1.66%4.02%Q4 2019Q3 202316
PRUDENT INVESTORS NETWORK, INC. 16164.00%9.43%16.54%Q4 2019Q3 202316
USAdvisors Wealth Management, LLC 16160.14%0.84%3.63%Q4 2019Q3 202316
TRUST CO OF VERMONT 610.00%0.00%0.01%Q3 2018Q3 202316
WELCH & FORBES LLC 16160.01%0.02%0.02%Q2 2017Q1 202116
Sugarloaf Wealth Management, LLC 16160.05%0.12%0.45%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.19%0.32%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.72%4.43%6.38%Q4 2019Q3 202316
Lee Financial Co 1510.02%3.26%4.86%Q2 2018Q3 202316
McNaughton Wealth Management, LLC 16160.71%5.10%8.28%Q4 2019Q3 202316
Stonehearth Capital Management, LLC 1510.86%7.76%10.75%Q4 2015Q4 202316
IAG Wealth Partners, LLC 16160.28%1.86%3.07%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.07%0.19%0.50%Q4 2019Q3 202316
CVA Family Office, LLC 16160.52%1.22%2.24%Q4 2019Q3 202316
360 Financial, Inc. 16162.79%3.59%4.51%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.27%0.31%0.34%Q4 2019Q3 202316
EP Wealth Advisors, LLC 830.01%0.21%2.94%Q2 2019Q3 202315
Ayalon Insurance Comp Ltd. 15150.08%0.22%0.43%Q3 2019Q1 202315
Advisory Alpha, LLC 1010.01%0.06%0.17%Q1 2019Q3 202315
Financial Sense Advisors, Inc. 1110.11%2.47%6.21%Q4 2015Q1 202315
Stevard, LLC 1050.28%0.81%1.88%Q4 2019Q3 202315
Apella Capital, LLC 1231.20%2.48%3.68%Q1 2020Q4 202315
Trinity Wealth Management, LLC 1237.45%8.79%10.96%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.25%0.81%Q1 2020Q3 202315
Venturi Wealth Management, LLC 920.00%0.33%1.79%Q3 2017Q3 202315
Psagot Value Holdings Ltd. 1320.00%0.00%0.00%Q2 2014Q1 202115
Simplicity Solutions, LLC 1320.01%0.32%1.12%Q3 2018Q1 202315
ARQ WEALTH ADVISORS, LLC 15155.52%7.07%8.20%Q1 2020Q3 202315
SMITH, MOORE & CO. 15150.03%0.29%0.50%Q3 2018Q1 202215
FIRST BUSINESS FINANCIAL SERVICES, INC. 15150.36%4.21%8.22%Q1 2020Q3 202315
Allworth Financial LP 1410.00%0.01%0.03%Q4 2019Q3 202315
LIBERTY WEALTH MANAGEMENT LLC 1410.02%0.35%1.04%Q4 2018Q1 202315
Merit Financial Group, LLC 15150.04%0.10%0.38%Q1 2020Q3 202315
Retirement Group, LLC 1410.13%0.39%0.82%Q4 2019Q3 202315
Allen Capital Group, LLC 1230.05%0.10%0.16%Q4 2019Q3 202315
Aptus Capital Advisors, LLC 1230.00%0.00%0.03%Q2 2019Q3 202315
J.W. COLE ADVISORS, INC. 870.11%0.23%0.62%Q4 2019Q3 202315
Ancora Advisors LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Brickley Wealth Management 15150.93%1.30%1.44%Q1 2020Q3 202315
SUMMIT FINANCIAL GROUP, INC. 15150.08%0.12%0.17%Q3 2019Q1 202315
Beacon Pointe Advisors, LLC 15150.04%0.14%0.20%Q1 2020Q3 202315
NATIONAL PLANNING CORP 1140.02%0.34%3.39%Q1 2014Q4 201715
Avalon Investment & Advisory 15150.01%0.03%0.05%Q1 2019Q3 202215
CX Institutional 1410.00%0.26%0.54%Q2 2018Q2 202215
Horst & Graben Wealth Management LLC 15150.08%0.33%1.08%Q1 2020Q3 202315
Savant Capital, LLC 15152.05%3.59%5.01%Q1 2020Q3 202315
CAHILL FINANCIAL ADVISORS INC 15150.03%0.11%0.18%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.54%1.04%Q2 2016Q4 201915
Clarus Wealth Advisors 15150.13%0.94%3.44%Q1 2018Q3 202115
Empire Life Investments Inc. 15150.01%0.11%0.21%Q4 2019Q2 202315
1832 Asset Management L.P. 15150.01%0.01%0.01%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.01%0.03%Q4 2019Q2 202315
SHEPHERD KAPLAN KROCHUK, LLC 14141.73%3.07%6.09%Q2 2020Q3 202314
Meridian Wealth Management, LLC 14140.02%0.04%0.08%Q2 2020Q3 202314
Personal Capital Advisors Corp 14140.00%0.00%0.00%Q3 2019Q4 202214
Eudaimonia Partners, LLC 810.11%0.37%0.82%Q4 2019Q3 202314
Horizon Investments, LLC 410.00%3.22%10.83%Q1 2018Q3 202314
FOUNDERS FINANCIAL SECURITIES LLC 910.15%1.75%6.08%Q1 2018Q4 202214
Avion Wealth 14140.01%0.03%0.04%Q1 2020Q2 202314
BARCLAYS PLC 910.00%0.00%0.02%Q2 2016Q3 202314
Newman Dignan & Sheerar, Inc. 14140.03%0.08%0.11%Q2 2020Q3 202314
Prism Advisors, Inc. 14140.12%1.63%5.31%Q2 2020Q3 202314
Successful Portfolios LLC 720.14%0.22%0.34%Q2 2018Q2 202314
Cordasco Financial Network 14140.01%0.02%0.02%Q4 2018Q1 202214
Sepio Capital, LP 14140.09%0.14%0.19%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2017Q3 202214
AllSquare Wealth Management LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 810.52%3.52%7.86%Q4 2019Q3 202314
Meridian Wealth Advisors, LLC 14140.06%1.83%3.25%Q3 2019Q4 202214
Ifrah Financial Services, Inc. 14140.07%0.16%0.22%Q3 2017Q4 202014
Column Capital Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
HBW ADVISORY SERVICES LLC 14140.07%0.15%0.70%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.00%0.00%0.01%Q2 2020Q3 202314
CREDIT SUISSE AG/ 310.00%0.00%0.02%Q4 2015Q2 202314
Veracity Capital LLC 14140.11%0.58%2.56%Q4 2019Q1 202314
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.10%0.22%Q1 2020Q2 202314
Foundations Investment Advisors, LLC 14140.19%0.53%0.77%Q2 2020Q3 202314
INTRUST BANK NA 14140.36%0.85%1.64%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 830.14%0.36%0.86%Q4 2015Q4 201914
Ullmann Wealth Partners Group, LLC 14140.09%1.18%2.38%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.57%0.77%1.22%Q2 2020Q3 202314
Invst, LLC 610.16%2.09%3.50%Q1 2018Q3 202314
Regal Investment Advisors LLC 1010.00%0.05%0.15%Q4 2014Q3 202314
Sculati Wealth Management, LLC 14140.14%0.19%0.23%Q4 2019Q1 202314
SIGNET FINANCIAL MANAGEMENT, LLC 1130.02%0.08%0.14%Q1 2018Q4 202114
CLIENT 1ST ADVISORY GROUP, LLC 1120.26%0.63%1.45%Q4 2019Q3 202313
Capital Asset Advisory Services LLC 13130.01%0.03%0.06%Q4 2019Q4 202213
Winfield Associates, Inc. 13130.19%0.37%0.60%Q1 2019Q1 202213
QUADRANT CAPITAL GROUP LLC 1210.01%0.07%0.16%Q4 2019Q3 202313
MSI Financial Services Inc 13130.00%0.03%0.11%Q4 2013Q4 201613
GREAT VALLEY ADVISOR GROUP, INC. 1210.02%0.85%3.43%Q1 2019Q2 202213
BNP PARIBAS FINANCIAL MARKETS 1010.00%0.00%0.00%Q1 2014Q3 202313
FDx Advisors, Inc. 920.01%0.06%0.10%Q3 2016Q1 202313
Key FInancial Inc 1210.06%0.09%0.15%Q1 2020Q3 202313
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13130.08%0.14%0.17%Q3 2020Q3 202313
MONETA GROUP INVESTMENT ADVISORS LLC 610.01%0.02%0.09%Q2 2018Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q1 2017Q2 202313
Avidian Wealth Solutions, LLC 1120.04%0.09%0.13%Q3 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.08%0.35%0.77%Q3 2020Q3 202313
CIBC WORLD MARKET INC. 710.00%0.00%0.01%Q2 2018Q1 202313
StoneX Group Inc. 810.06%0.37%0.75%Q2 2017Q4 202113
Sandy Spring Bank 13130.00%0.00%0.01%Q2 2020Q2 202313
RETIREMENT CAPITAL STRATEGIES 1120.42%0.94%2.68%Q4 2018Q1 202213
CGN Advisors LLC 13130.07%0.39%1.08%Q4 2020Q4 202313
Private Capital Group, LLC 850.01%0.06%0.10%Q4 2017Q1 202213
CFM WEALTH PARTNERS LLC 13130.11%0.27%0.41%Q4 2019Q4 202213
Ackerman Capital Advisors, LLC 1010.03%2.19%7.24%Q2 2017Q1 202113
Bartlett & Co. LLC 810.00%0.00%0.01%Q1 2020Q4 202313
Kestra Advisory Services, LLC 13130.06%0.15%0.28%Q3 2020Q3 202313
Strategic Financial Services, Inc, 1210.05%0.94%1.13%Q4 2018Q3 202313
Baron Financial Group, LLC 13134.68%5.28%6.43%Q3 2020Q3 202313
Private Ocean, LLC 610.00%0.00%0.04%Q3 2018Q4 202213
Deane Retirement Strategies, Inc. 910.00%1.20%4.19%Q2 2017Q1 202313
LifePlan Financial Group, Inc 1120.06%0.81%1.78%Q3 2016Q3 202013
TD Capital Management LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
STATE OF MICHIGAN RETIREMENT SYSTEM 13130.75%1.37%1.81%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
Elmwood Wealth Management, Inc. 710.02%0.03%0.04%Q1 2018Q4 202113
Palumbo Wealth Management LLC 12120.31%3.90%7.85%Q4 2020Q3 202312
HBK Sorce Advisory LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Genesee Capital Advisors, LLC 1021.64%5.99%13.31%Q4 2018Q4 202112
Tacita Capital Inc 12124.29%4.96%5.61%Q4 2020Q3 202312
SCHMIDT P J INVESTMENT MANAGEMENT INC 12120.07%0.10%0.14%Q2 2019Q1 202212
Tradition Wealth Management, LLC 12120.02%0.06%0.22%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.03%0.06%Q4 2020Q3 202312
Global Trust Asset Management, LLC 1010.00%0.24%0.50%Q4 2017Q4 202212
Blackhawk Capital Partners LLC. 410.30%0.90%1.34%Q4 2017Q4 202212
Oakwell Private Wealth Management, LLC 12120.40%0.72%1.15%Q4 2020Q3 202312
Center For Asset Management LLC 12120.80%0.88%0.93%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.05%1.48%10.89%Q4 2020Q3 202312
Prime Capital Investment Advisors, LLC 1010.01%0.09%0.21%Q2 2018Q3 202312
Smithfield Trust Co 1110.00%0.01%0.01%Q3 2019Q3 202312
Orion Capital Management LLC 12120.25%1.31%2.05%Q4 2020Q3 202312
Capital Planning LLC 12122.01%2.60%3.16%Q4 2020Q3 202312
DAVENPORT & Co LLC 610.01%0.03%0.04%Q3 2016Q1 202112
Peak Capital Management LLC 12124.90%5.88%6.56%Q2 2017Q1 202012
Archer Investment Corp 750.00%0.00%0.00%Q2 2019Q3 202312
COMERICA BANK 1110.00%0.00%0.01%Q3 2019Q3 202312
Summit Wealth Group, LLC 12121.86%9.52%14.97%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.03%0.10%0.16%Q4 2020Q3 202312
PagnatoKarp Partners LLC 840.05%0.32%0.48%Q4 2016Q1 202012
BCGM Wealth Management, LLC 12120.28%1.08%3.64%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.13%1.25%1.93%Q1 2019Q1 202212
Bellwether Advisors, LLC 12120.71%1.88%3.46%Q4 2020Q3 202312
NTV ASSET MANAGEMENT LLC 12120.17%0.39%0.71%Q4 2020Q3 202312
Visionary Wealth Advisors 12120.02%0.16%0.35%Q2 2020Q1 202312
Ameritas Investment Company, LLC 12120.49%2.98%7.78%Q4 2018Q3 202112
MAI Capital Management 12120.01%0.06%0.13%Q4 2020Q3 202312
Hemington Wealth Management 12120.13%0.16%0.20%Q4 2020Q3 202312
Peregrine Asset Advisers, Inc. 12120.10%0.60%0.81%Q2 2019Q1 202212
Financial Gravity Asset Management, Inc. 630.00%0.07%0.17%Q3 2019Q3 202312
1900 WEALTH MANAGEMENT LLC 12123.52%7.00%10.65%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
SHUFRO ROSE & CO LLC 12120.02%0.10%0.26%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 310.02%0.09%0.16%Q3 2016Q3 202312
4J Wealth Management LLC 12120.22%0.90%1.76%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.22%0.29%0.32%Q4 2020Q3 202312
Montecito Bank & Trust 750.04%0.42%1.46%Q1 2018Q1 202212
Strategic Blueprint, LLC 1110.01%0.17%0.42%Q3 2019Q3 202312
Riverpoint Wealth Management Holdings, LLC 12120.48%0.84%1.47%Q2 2018Q1 202112
ANDERSON HOAGLAND & CO 12120.41%0.80%1.27%Q4 2020Q3 202312
Southland Equity Partners LLC 12121.07%1.46%1.85%Q4 2020Q3 202312
COMERICA SECURITIES,INC. 810.01%0.16%0.41%Q1 2019Q4 202212
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q2 2019Q3 202312
Ford Financial Group, LLC 1110.01%0.12%0.22%Q4 2017Q4 202212
Mezzasalma Advisors, LLC 12120.16%0.23%0.27%Q4 2020Q3 202312
Rede Wealth, LLC 12120.13%0.40%0.68%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12121.20%3.46%5.20%Q4 2020Q3 202312
PROVIDA PENSION FUND ADMINISTRATOR 12120.28%1.13%3.00%Q3 2019Q2 202212
Certified Advisory Corp 1110.02%0.02%0.03%Q4 2017Q1 202112
Stokes Family Office, LLC 12120.04%2.77%5.18%Q4 2020Q3 202312
Wealth Quarterback LLC 510.22%1.46%3.04%Q1 1987Q1 202312
Oxinas Partners Wealth Management LLC 12120.28%0.33%0.39%Q4 2020Q3 202312
55I, LLC 910.05%0.43%1.35%Q2 2019Q3 202212
FinTrust Capital Advisors, LLC 530.00%0.03%0.09%Q4 2018Q2 202312
ACT Advisors, LLC. 12120.66%14.29%26.82%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 1010.02%0.20%0.44%Q2 2017Q1 202311
PEDDOCK CAPITAL ADVISORS, LLC 11110.28%0.37%0.53%Q1 2021Q3 202311
Cresset Asset Management, LLC 810.00%0.01%0.03%Q4 2018Q3 202311
Cassia Capital Partners, LLC 831.17%9.07%19.26%Q4 2020Q3 202311
Sage Mountain Advisors LLC 11110.00%0.03%0.06%Q1 2021Q3 202311
JNBA Financial Advisors 11110.00%0.00%0.00%Q2 2019Q4 202111
Occidental Asset Management, LLC 1010.05%0.11%0.49%Q1 2020Q1 202311
Jackson Hole Capital Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Independent Advisor Alliance 610.01%0.04%0.11%Q1 2017Q4 202211
Qube Research & Technologies Ltd 410.00%0.07%0.22%Q4 2019Q3 202311
Vectors Research Management, LLC 740.00%3.97%7.88%Q3 2018Q4 202111
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11110.01%3.59%6.30%Q3 2020Q1 202311
Spire Wealth Management 11110.07%0.19%0.38%Q1 2021Q3 202311
MA Private Wealth 520.06%0.77%2.15%Q4 2018Q3 202311
Arrow Investment Advisors, LLC 614.39%5.88%7.26%Q2 2017Q4 202011
Foster Group, Inc. 11110.19%0.43%0.57%Q1 2021Q3 202311
Planned Solutions, Inc. 740.56%5.78%12.66%Q3 2020Q2 202311
Moloney Securities Asset Management, LLC 11110.11%0.26%0.61%Q2 2017Q4 201911
Sound Financial Strategies Group, LLC 11110.06%0.74%4.53%Q1 2021Q3 202311
Elo Mutual Pension Insurance Co 11113.43%7.10%9.79%Q1 2018Q3 202011
Haverford Trust Co 11110.01%0.04%0.07%Q1 2021Q3 202311
Financial Architects, Inc 1010.00%0.01%0.05%Q1 2018Q4 202111
DOWLING & YAHNKE LLC 1010.00%0.03%0.05%Q4 2019Q3 202211
Ken Stern & Associates, Inc. 11110.17%3.09%4.49%Q1 2016Q3 201811
Fermata Advisors, LLC 11110.17%1.34%3.64%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.11%0.16%0.20%Q1 2021Q3 202311
Wellington Shields Capital Management, LLC 610.01%0.04%0.26%Q3 2018Q3 202311
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.02%0.03%0.04%Q2 2019Q4 202111
TUCKER ASSET MANAGEMENT LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.09%0.31%Q1 2021Q3 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.14%4.49%7.65%Q1 2021Q3 202311
Hudock, Inc. 11110.01%0.01%0.03%Q1 2020Q3 202211
Mendel Money Management 920.13%0.18%0.22%Q3 2020Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
AGF Investments LLC 830.00%0.00%0.00%Q1 2018Q4 202011
Monument Capital Management 11110.11%1.02%1.82%Q4 2020Q2 202311
Dorsey Wright & Associates 610.80%2.24%5.68%Q2 2017Q4 202011
Clearview Wealth Advisors LLC 11110.01%0.22%0.78%Q4 2020Q2 202311
KINGS POINT CAPITAL MANAGEMENT 11110.01%0.02%0.04%Q3 2019Q1 202211
CIDEL ASSET MANAGEMENT INC 11110.01%0.02%0.03%Q1 2021Q3 202311
Portfolio Strategies, Inc. 11110.00%0.43%1.12%Q4 2017Q2 202011
Arcus Capital Partners, LLC 810.03%0.27%0.71%Q3 2018Q4 202211
Arizona State Retirement System 741.38%1.61%1.97%Q2 2013Q2 201611
Squarepoint Ops LLC 310.00%0.02%0.06%Q3 2019Q3 202311
Commonwealth Equity Services, Inc 11110.01%0.07%0.17%Q1 2015Q3 201711
CABOT WEALTH MANAGEMENT INC 1010.04%0.84%1.40%Q2 2020Q1 202311
Stonebridge Capital Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Betterment LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Prostatis Group LLC 810.25%4.55%8.06%Q4 2019Q2 202311
VisionPoint Advisory Group, LLC 1010.00%0.34%0.48%Q4 2018Q3 202311
Gradient Investments LLC 510.00%0.00%0.00%Q1 2018Q3 202311
Lumature Wealth Partners, LLC 11110.00%0.01%0.08%Q4 2020Q2 202311
Sharkey, Howes & Javer 710.00%0.73%1.19%Q1 2018Q4 202210
S&T BANK/PA 10100.05%0.12%0.16%Q1 2020Q2 202210
Invesco Ltd. 640.00%0.00%0.00%Q4 2017Q2 202010
Lehman & Derafelo Financial Resources LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
HARBOUR INVESTMENTS, INC. 640.22%0.32%0.52%Q1 2021Q3 202310
Insight Advisors, LLC/ PA 10100.06%0.30%0.72%Q4 2020Q1 202310
Allred Capital Management, LLC 10100.05%0.27%0.48%Q4 2018Q1 202110
UMB Bank, n.a. 820.01%0.04%0.07%Q3 2019Q3 202310
EPG Wealth Management LLC 520.00%0.00%0.01%Q4 2019Q3 202310
Diligent Investors, LLC 10100.08%0.25%0.33%Q2 2021Q3 202310
Strategic Wealth Partners, Ltd. 810.00%1.14%2.78%Q3 2019Q3 202210
HRT FINANCIAL LP 310.01%0.17%0.80%Q4 2019Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.01%Q2 2016Q3 201810
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Accel Wealth Management 10100.06%0.10%0.19%Q4 2020Q1 202310
Apollon Wealth Management, LLC 10100.04%0.06%0.12%Q2 2021Q3 202310
Navalign, LLC 10101.65%3.32%5.84%Q1 2021Q2 202310
First Citizens Financial Corp 820.21%0.40%0.51%Q1 2021Q3 202310
Hefty Wealth Partners 10100.04%0.28%0.91%Q4 2015Q1 201810
SevenOneSeven Capital Management 10104.96%7.02%8.51%Q2 2021Q3 202310
Unison Advisors LLC 10100.08%0.29%0.43%Q2 2021Q3 202310
Main Street Research LLC 10100.04%0.06%0.08%Q2 2018Q3 202010
BBVA USA Bancshares, Inc. 10100.06%0.06%0.07%Q4 2018Q1 202110
Ellevest, Inc. 810.00%0.01%0.01%Q4 2019Q1 202310
Lake Point Wealth Management 520.00%0.04%0.40%Q4 2018Q2 202210
Barnett & Company, Inc. 10100.01%0.02%0.04%Q3 2019Q4 202110
MEEDER ASSET MANAGEMENT INC 730.00%0.00%0.01%Q3 2019Q2 202210
JTC Employer Solutions Trustee Ltd 10100.02%0.03%0.04%Q2 2021Q3 202310
Sequent Asset Management, LLC 10100.16%0.20%0.26%Q2 2018Q3 202010
Syverson Strege & Co 10100.00%0.01%0.01%Q4 2020Q1 202310
Regent Investment Management LLC 10100.07%0.10%0.11%Q3 2020Q4 202210
CFS Investment Advisory Services, LLC 910.09%0.55%1.97%Q4 2020Q3 202310
Lowell Blake & Associates Inc. 10100.09%0.13%0.18%Q2 2021Q3 202310
VALLEY WEALTH MANAGERS, INC. 910.00%0.08%0.15%Q1 2019Q3 202310
SG Americas Securities, LLC 410.00%0.06%0.49%Q3 2014Q4 202010
Running Point Capital Advisors, LLC 820.00%0.04%0.06%Q4 2020Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 910.00%0.02%0.06%Q2 2019Q2 202210
Sound View Wealth Advisors Group, LLC 10100.04%0.13%0.26%Q2 2021Q3 202310
Wealthstreet Investment Advisors, LLC 10100.09%0.81%6.99%Q1 2019Q2 202110
ALLIANCEBERNSTEIN L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Dorsey & Whitney Trust CO LLC 990.02%0.05%0.07%Q1 2021Q1 20239
NKCFO LLC 710.07%0.10%0.14%Q3 2019Q4 20229
WealthOne, LLC 810.00%0.11%0.14%Q4 2018Q2 20229
BANK OF NOVA SCOTIA 610.00%0.00%0.01%Q1 2018Q4 20219
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
Intrua Financial, LLC 710.05%0.18%0.34%Q2 2020Q1 20239
Lloyd Advisory Services, LLC. 810.00%0.66%1.97%Q4 2019Q1 20229
Prestige Wealth Management Group LLC 540.00%0.36%1.32%Q4 2018Q1 20239
Realta Investment Advisors 410.01%0.06%0.12%Q1 2019Q3 20239
Winslow, Evans & Crocker, Inc. 810.00%0.01%0.03%Q3 2017Q4 20209
Mizuho Trust & Banking Co., Ltd. 540.85%4.43%8.16%Q4 2017Q2 20209
TWO SIGMA SECURITIES, LLC 210.00%0.08%0.57%Q3 2017Q3 20239
Bickling Financial Services, Inc. 990.34%0.45%0.61%Q4 2020Q4 20229
TrueWealth Advisors, LLC 990.10%0.69%1.81%Q4 2020Q4 20229
Epstein & White Financial LLC 540.18%3.26%14.08%Q4 2017Q2 20219
Copperleaf Capital, LLC 610.56%0.73%0.85%Q4 2019Q1 20239
HORIZON FINANCIAL SERVICES, LLC 990.30%3.03%7.55%Q3 2020Q3 20229
Sargent Bickham Lagudis LLC 810.01%0.03%0.06%Q1 2017Q3 20219
FLAGSTAR ADVISORS INC 990.22%0.31%0.41%Q3 2021Q3 20239
Asset Dedication, LLC 410.00%0.00%0.01%Q3 2018Q3 20239
WealthPLAN Partners, LLC 310.00%0.04%0.18%Q2 2016Q2 20239
Arkadios Wealth Advisors 610.01%0.03%0.05%Q4 2020Q3 20239
GREENLEAF TRUST 540.01%0.01%0.02%Q1 2020Q3 20239
TOWNSQUARE CAPITAL LLC 540.01%0.07%0.18%Q4 2018Q3 20239
Trexquant Investment LP 310.01%0.03%0.06%Q3 2019Q3 20239
Virtu Financial LLC 610.02%0.17%0.51%Q2 2016Q2 20199
Robertson Stephens Wealth Management, LLC 810.04%0.19%0.30%Q2 2021Q3 20239
Clearstead Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Ranch Capital Advisors Inc. 990.01%0.05%0.20%Q3 2019Q3 20219
Valmark Advisers, Inc. 990.05%0.07%0.21%Q3 2021Q3 20239
Miracle Mile Advisors, LLC 990.01%0.08%0.37%Q3 2021Q3 20239
Jackson Wealth Management, LLC 991.83%2.03%2.22%Q4 2017Q4 20199
Bay Harbor Wealth Management, LLC 420.01%0.38%0.80%Q4 2018Q1 20239
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.00%0.01%0.02%Q2 2020Q2 20229
Sullivan, Bruyette, Speros & Blaney, LLC 990.01%0.02%0.05%Q1 2019Q1 20219
CALTON & ASSOCIATES, INC. 510.00%0.15%0.32%Q4 2017Q4 20219
Larson Financial Group LLC 990.00%0.01%0.02%Q3 2021Q3 20239
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
Paragon Wealth Strategies, LLC 810.02%2.59%8.31%Q1 2018Q2 20219
Rollins Financial 630.07%0.15%0.23%Q4 2020Q1 20239
Wellington Shields & Co., LLC 540.02%0.05%0.08%Q4 2020Q3 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
Mascoma Wealth Management LLC 610.00%0.00%0.02%Q2 2018Q3 20239
New Millennium Group LLC 880.36%7.13%11.08%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 883.35%4.32%4.92%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 881.00%1.45%1.93%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
GDS Wealth Management 880.05%0.07%0.08%Q4 2021Q3 20238
Drexel Morgan & Co. 880.52%0.58%0.63%Q4 2017Q3 20198
Spotlight Asset Group, Inc. 880.21%0.34%0.50%Q4 2019Q3 20218
OmniStar Financial Group, Inc. 710.01%0.24%0.49%Q1 2018Q1 20208
Treynor Bancshares, Inc. 880.22%0.25%0.29%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 620.06%0.35%1.04%Q4 2018Q2 20218
BDO Wealth Advisors, LLC 420.00%0.00%0.00%Q3 2020Q2 20238
VICTORY CAPITAL MANAGEMENT INC 880.09%0.12%0.16%Q2 2019Q1 20218
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.06%0.14%Q4 2021Q3 20238
Global Financial Private Capital, Inc 510.01%0.14%0.26%Q3 2017Q2 20208
Edge Capital Group, LLC 880.09%0.20%0.25%Q2 2020Q1 20228
Global Wealth Management Investment Advisory, Inc. 880.00%0.00%0.00%Q2 2019Q1 20218
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q2 2018Q4 20218
Alpha Cubed Investments, LLC 710.02%0.02%0.02%Q3 2018Q3 20238
Integrity Financial Corp /WA 880.05%0.07%0.11%Q4 2021Q3 20238
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2019Q3 20238
Kathleen S. Wright Associates Inc. 881.31%1.97%2.28%Q4 2021Q3 20238
Eagle Strategies LLC 880.12%0.49%1.16%Q4 2021Q3 20238
AUGUSTINE ASSET MANAGEMENT INC 880.12%0.15%0.17%Q4 2021Q3 20238
Trek Financial, LLC 410.11%0.27%0.58%Q4 2018Q4 20228
Tennessee Valley Asset Management Partners 530.08%0.78%2.17%Q3 2021Q3 20238
Washington Trust Advisors, Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 881.51%3.63%4.38%Q4 2021Q3 20238
West Branch Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.03%0.05%0.11%Q4 2021Q3 20238
ACCURATE INVESTMENT SOLUTIONS, INC. 530.03%0.03%0.03%Q1 2018Q1 20208
Fiera Capital Corp 880.06%0.11%0.17%Q3 2017Q2 20198
Chanos & Co LP 886.20%12.77%30.63%Q2 2018Q1 20208
Financial Engines Advisors L.L.C. 710.00%0.00%0.00%Q3 2018Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 620.63%1.11%1.55%Q2 2018Q4 20218
Ascent Group, LLC 880.06%0.14%0.26%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 310.00%0.28%0.75%Q3 2018Q2 20238
ONE Advisory Partners, LLC 620.44%1.65%4.18%Q1 2021Q3 20238
Nova R Wealth, Inc. 881.08%3.04%4.12%Q4 2021Q3 20238
FourThought Financial, LLC 880.32%0.40%0.52%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.41%0.61%1.14%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 884.35%4.95%5.67%Q4 2021Q3 20238
Bell Investment Advisors, Inc 623.64%5.02%6.93%Q3 2021Q3 20238
Bryant Woods Investment Advisors, LLC 884.18%4.93%5.57%Q4 2021Q3 20238
Integrated Advisors Network LLC 710.01%0.28%0.56%Q3 2020Q4 20228
BAROMETER CAPITAL MANAGEMENT INC. 410.16%0.47%0.98%Q2 2016Q4 20228
Shore Point Advisors, LLC 886.67%9.17%15.13%Q4 2021Q3 20238
Vigilare Wealth Management 530.18%0.23%0.31%Q1 2020Q1 20228
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Avant Capital LLC 884.32%5.21%6.63%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.09%0.15%Q4 2021Q3 20238
Quent Capital, LLC 880.01%2.73%4.97%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.46%1.52%1.90%Q4 2021Q3 20238
Members Advisory Group LLC 880.21%0.35%0.66%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BAKER BOYER NATIONAL BANK 710.16%0.18%0.20%Q2 2021Q3 20238
Acorn Wealth Advisors, LLC 880.28%0.60%0.92%Q2 2020Q1 20228
Amplius Wealth Advisors, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.21%0.26%0.35%Q4 2021Q3 20238
Partnervest Advisory Services LLC 710.09%0.18%0.23%Q2 2018Q2 20208
COLTON GROOME FINANCIAL ADVISORS, LLC 410.97%2.51%5.24%Q1 2020Q4 20228
Westover Capital Advisors, LLC 880.09%0.10%0.11%Q2 2020Q1 20228
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.03%0.05%Q2 2019Q2 20238
G&S Capital LLC 310.01%0.35%0.46%Q3 2019Q1 20238
Straight Path Wealth Management 883.42%4.22%5.26%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.13%0.24%0.34%Q4 2021Q3 20238
Lion Street Advisors, LLC 210.01%0.27%0.58%Q1 2020Q3 20238
KilterHowling LLC 886.56%7.37%8.32%Q4 2021Q3 20238
Truvestments Capital LLC 310.00%0.09%0.33%Q2 2018Q3 20228
Snider Financial Group 880.84%0.91%1.02%Q2 2021Q1 20238
Wealth Advisory Solutions, LLC 880.00%0.86%1.83%Q4 2019Q3 20218
IndexIQ Advisors LLC 440.00%0.21%0.96%Q2 2019Q1 20228
FSC Wealth Advisors, LLC 880.03%0.11%0.32%Q4 2021Q3 20238
Braun-Bostich & Associates Inc. 710.03%0.50%1.20%Q4 2017Q4 20198
Leonard Rickey Investment Advisors P.L.L.C. 880.23%0.30%0.36%Q4 2017Q3 20198
Koshinski Asset Management, Inc. 510.04%0.24%0.46%Q1 2018Q2 20238
Financial Partners Group, Inc 880.10%0.31%0.54%Q4 2017Q3 20198
LexAurum Advisors, LLC 620.07%0.27%0.49%Q4 2017Q2 20218
Collaborative Wealth Managment Inc. 610.14%0.18%0.29%Q1 2021Q3 20238
Security Financial Services, INC. 880.30%0.93%1.70%Q4 2021Q3 20238
WFA of San Diego, LLC 410.02%0.12%0.33%Q1 2021Q3 20238
Stephens Consulting, LLC 880.08%0.46%1.54%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 881.20%3.36%8.30%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.36%0.46%0.54%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 520.00%0.01%0.04%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.06%0.14%0.23%Q1 2022Q3 20237
HOEY INVESTMENTS, INC 770.00%0.00%0.01%Q4 2019Q2 20217
SYNOVUS FINANCIAL CORP 310.00%0.16%0.54%Q2 2017Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Cascade Investment Advisors, Inc. 310.03%0.06%0.11%Q4 2020Q1 20237
Pinnacle Bancorp, Inc. 610.00%0.02%0.04%Q1 2017Q1 20207
Blackston Financial Advisory Group, LLC 770.47%0.58%0.75%Q4 2021Q2 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 430.08%0.86%1.65%Q1 2021Q2 20237
Inscription Capital, LLC 510.19%0.54%1.10%Q4 2018Q3 20227
Concord Wealth Partners 430.01%0.02%0.03%Q4 2021Q3 20237
Wealth Management Solutions, LLC 777.90%11.05%12.84%Q1 2022Q3 20237
VIVID FINANCIAL MANAGEMENT, INC. 430.16%0.95%1.59%Q4 2019Q4 20217
HILL ISLAND FINANCIAL LLC 770.09%0.10%0.12%Q4 2021Q2 20237
Perigon Wealth Management, LLC 310.00%0.07%0.15%Q4 2020Q2 20237
Cable Hill Partners, LLC 770.02%0.02%0.02%Q3 2017Q1 20197
WealthTrust Fairport, LLC 610.02%0.13%0.23%Q4 2016Q1 20197
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
High Falls Advisors, Inc 320.07%0.73%1.66%Q1 2019Q1 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.24%0.52%1.21%Q1 2021Q4 20227
Avestar Capital, LLC 520.00%0.03%0.18%Q2 2018Q3 20237
SFMG, LLC 430.03%0.20%0.25%Q4 2017Q1 20217
Tyler-Stone Wealth Management 520.34%0.51%0.66%Q4 2021Q3 20237
Crewe Advisors LLC 770.01%0.04%0.06%Q1 2022Q3 20237
TCTC Holdings, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TCI Wealth Advisors, Inc. 310.00%0.02%0.10%Q1 2020Q4 20227
Balentine LLC 770.00%3.56%22.27%Q1 2022Q3 20237
VIRIDIAN RIA, LLC 520.12%0.15%0.18%Q2 2020Q1 20227
Huber Financial Advisors, LLC 774.52%13.90%16.43%Q3 2018Q1 20207
AJ WEALTH STRATEGIES, LLC 770.14%1.25%1.89%Q2 2017Q4 20187
Core Wealth Advisors, Inc. 770.00%0.00%0.00%Q1 2020Q3 20217
WealthTrust-Arizona, LLC 770.02%0.99%2.46%Q2 2017Q4 20187
Cribstone Capital Management, LLC 770.01%0.02%0.03%Q1 2021Q3 20227
Delos Wealth Advisors, LLC 770.00%0.00%0.02%Q2 2021Q4 20227
Joseph P. Lucia & Associates, LLC 770.06%0.25%0.42%Q4 2020Q2 20227
One Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
GeoWealth Management, LLC 410.00%0.03%0.08%Q3 2019Q3 20237
DOPKINS WEALTH MANAGEMENT, LLC 430.32%0.40%0.47%Q4 2021Q3 20237
Keel Point, LLC 320.04%0.79%1.35%Q1 2018Q2 20207
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 770.57%0.73%0.92%Q1 2018Q3 20197
BLACKROCK ADVISORS LLC 770.00%0.02%0.04%Q2 2015Q4 20167
Savior LLC 770.00%0.03%0.19%Q4 2019Q2 20217
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
Versant Capital Management, Inc 770.00%0.00%0.00%Q1 2018Q3 20197
REGIONS FINANCIAL CORP 520.00%0.00%0.00%Q1 2018Q1 20227
Shamrock Asset Management LLC 430.01%0.23%0.59%Q1 2016Q3 20197
Fiduciary Trust Co International of Pennsylvania 210.05%0.18%0.25%Q1 2017Q1 20207
MONEY CONCEPTS CAPITAL CORP 520.02%0.15%0.37%Q4 2020Q4 20227
Kellett Wealth Advisors, LLC 770.30%0.58%0.88%Q4 2021Q2 20237
ACCESS FINANCIAL SERVICES, INC. 771.91%5.01%7.22%Q3 2019Q1 20217
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
20/20 Capital Management, Inc. 771.56%4.56%8.05%Q4 2019Q2 20217
SILVER OAK SECURITIES, INCORPORATED 770.05%0.17%0.48%Q1 2022Q3 20237
Spearhead Capital Advisors, LLC 520.07%0.17%0.38%Q2 2020Q2 20227
TMD Wealth Management, LLC 770.52%10.44%13.27%Q4 2020Q2 20227
QCI ASSET MANAGEMENT INC/NY 310.00%0.01%0.03%Q4 2016Q3 20217
Bison Wealth, LLC 610.00%0.02%0.11%Q2 2020Q1 20227
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
Beaird Harris Wealth Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Moors & Cabot, Inc. 660.13%0.15%0.17%Q3 2017Q4 20186
Carlson Capital Management 510.02%0.02%0.04%Q2 2021Q4 20226
Journey Advisory Group, LLC 660.09%1.11%2.24%Q2 2022Q3 20236
MACROVIEW INVESTMENT MANAGEMENT LLC 660.19%1.07%1.68%Q4 2018Q1 20206
Financial Advisory Group 420.04%0.06%0.08%Q3 2020Q1 20226
Blue Trust, Inc. 662.28%2.42%2.54%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.01%Q2 2022Q3 20236
Pettinga Financial Advisors LLC 410.14%0.86%1.83%Q3 2019Q4 20226
MinichMacGregor Wealth Management, LLC 330.08%0.41%0.83%Q1 2018Q4 20206
New England Investment & Retirement Group, Inc. 660.12%0.17%0.25%Q1 2020Q2 20216
PRIVATE TRUST CO NA 660.05%0.07%0.10%Q2 2022Q3 20236
WIN ADVISORS, INC 410.00%0.42%1.52%Q4 2021Q3 20236
True Link Financial Advisors, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
Redwood Financial Network Corp 660.21%0.28%0.36%Q1 2022Q2 20236
Shilanski & Associates, Inc. 661.70%2.51%3.11%Q2 2019Q3 20206
TAP Consulting, LLC 410.03%0.61%1.13%Q1 2019Q4 20216
ALTERNA WEALTH MANAGEMENT, INC 410.07%0.53%0.79%Q4 2018Q1 20236
Lenox Wealth Management, Inc. 420.00%0.01%0.01%Q2 2017Q3 20196
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Connectus Wealth, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Scissortail Wealth Management, LLC 510.64%1.14%1.85%Q1 2022Q3 20236
Merriman Wealth Management, LLC 310.60%0.67%0.76%Q1 2018Q4 20206
EdgeRock Capital LLC 662.63%3.91%5.34%Q2 2022Q3 20236
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q3 2018Q1 20236
Royal Harbor Partners, LLC 660.14%0.15%0.17%Q4 2020Q1 20226
BlackRock Institutional Trust Company, N.A. 660.00%0.00%0.00%Q3 2015Q4 20166
ESL Trust Services, LLC 661.62%7.67%11.26%Q4 2019Q1 20216
WEALTH MANAGEMENT RESOURCES, INC. 660.32%0.37%0.44%Q4 2021Q1 20236
CIBC Private Wealth Group, LLC 510.00%0.00%0.00%Q4 2017Q1 20226
COMERICA SECURITIES INC 660.12%0.26%0.42%Q3 2017Q4 20186
FIFTH THIRD SECURITIES, INC. 420.03%0.17%0.40%Q1 2018Q4 20216
Nan Shan Life Insurance Co., Ltd. 510.05%0.21%0.40%Q3 2017Q1 20196
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.00%0.76%2.09%Q3 2018Q2 20236
Spectrum Management Group, LLC 510.00%0.18%0.52%Q3 2019Q1 20226
Stratos Wealth Advisors, LLC 310.02%0.11%0.26%Q1 2020Q1 20236
L. Roy Papp & Associates, LLP 660.04%0.04%0.05%Q2 2022Q3 20236
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 660.45%0.54%0.61%Q3 2017Q4 20186
Goodwin Investment Advisory 660.00%1.73%3.72%Q1 2021Q2 20226
TNF LLC 420.10%0.28%1.07%Q3 2021Q3 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 420.00%0.01%0.06%Q1 2022Q3 20236
ASPIRIANT, LLC 660.01%0.02%0.02%Q3 2020Q4 20216
Watermark Asset Management, Inc. 660.16%0.30%0.45%Q3 2017Q4 20186
Corsicana & Co. 660.01%0.01%0.01%Q2 2021Q3 20226
Rehmann Capital Advisory Group 660.00%0.02%0.04%Q1 2018Q2 20196
Cornerstone Wealth Group, LLC 310.60%3.48%4.98%Q1 2019Q1 20236
Centennial Wealth Advisory LLC 660.11%0.71%3.13%Q1 2021Q2 20226
Ionic Capital Management LLC 330.02%0.06%0.14%Q2 2015Q3 20186
Bowman & Co S.C. 420.16%0.25%0.42%Q4 2021Q3 20236
Stonebridge Financial Planning Group, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
SteelBridge Private Wealth Advisors LLC 661.24%1.70%2.31%Q1 2016Q2 20176
Parkside Financial Bank & Trust 660.00%0.01%0.02%Q2 2022Q3 20236
Aveo Capital Partners, LLC 210.03%0.28%0.81%Q2 2019Q4 20226
Cadent Capital Advisors, LLC 661.92%2.04%2.21%Q4 2020Q1 20226
BlackRock Investment Management, LLC 660.00%0.00%0.01%Q3 2015Q4 20166
Lansing Street Advisors 661.33%5.10%8.70%Q1 2022Q2 20236
Capital Analysts, LLC 310.00%0.01%0.02%Q3 2019Q2 20236
Tower Wealth Partners, Inc. 6611.34%12.06%12.73%Q4 2020Q1 20226
HARBOR INVESTMENT ADVISORY, LLC 420.00%0.02%0.03%Q3 2021Q1 20236
Perennial Investment Advisors, LLC 420.07%0.09%0.10%Q1 2021Q3 20236
GPS Wealth Strategies Group, LLC 330.01%0.03%0.03%Q1 2022Q3 20236
Private Portfolio Partners LLC 420.14%0.27%0.66%Q4 2018Q2 20216
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Wealthfront Advisers LLC 660.00%0.00%0.00%Q4 2018Q1 20206
BerganKDV Wealth Management, LLC 510.01%0.01%0.01%Q2 2018Q1 20206
Cascadia Advisory Services, LLC 310.05%0.35%0.64%Q4 2019Q3 20216
Harfst & Associates, Inc. 662.43%9.84%16.67%Q2 2015Q3 20166
3D/L Capital Management, LLC 510.05%0.07%0.09%Q1 2021Q4 20226
People's United Financial, Inc. 660.74%1.27%1.43%Q4 2020Q1 20226
Biltmore Capital Advisors LLC 510.07%0.75%3.12%Q4 2018Q4 20216
Faithward Advisors, LLC 330.00%0.17%0.45%Q2 2021Q3 20236
Colonial River Wealth Management, LLC 330.13%0.18%0.24%Q4 2020Q2 20226
MARSHALL WACE, LLP 110.00%0.01%0.01%Q2 2018Q3 20235
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 550.78%1.32%2.38%Q3 2017Q3 20185
Allie Family Office LLC 550.27%0.30%0.35%Q4 2021Q4 20225
Audent Global Asset Management, LLC 321.38%3.68%6.79%Q4 2021Q3 20235
HNP Capital LLC 556.21%6.91%7.43%Q4 2018Q4 20195
Engrave Wealth Partners LLC 553.87%5.63%7.59%Q4 2019Q4 20205
Hanson & Doremus Investment Management 550.00%0.00%0.00%Q2 2022Q2 20235
THOMPSON DAVIS & CO., INC. 320.29%0.55%0.86%Q2 2017Q3 20185
CFO4Life, L.P. 411.44%2.17%3.33%Q1 2016Q4 20225
Tri-Star Advisors Inc. 410.16%0.89%1.62%Q1 2021Q4 20225
HHM Wealth Advisors, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q2 20175
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q4 2019Q4 20205
Poehling Capital Management, INC. 550.11%0.12%0.12%Q1 2021Q1 20225
Pflug Koory, LLC 550.25%0.26%0.27%Q1 2019Q1 20205
MARIPAU WEALTH MANAGEMENT LLC 410.19%0.59%0.87%Q1 2022Q2 20235
Summit Global Investments 550.21%1.02%1.84%Q2 2021Q2 20225
AFFINITY WEALTH MANAGEMENT LLC 550.89%6.52%8.10%Q4 2018Q4 20195
Newbridge Financial Services Group, Inc. 410.00%0.00%0.00%Q1 2021Q3 20225
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.22%0.31%0.46%Q1 2020Q1 20215
Fieldpoint Private Securities, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Wealth & Pension Services Group, Inc. 550.57%0.71%0.79%Q3 2018Q3 20195
Private Wealth Strategies, L.L.C. 554.96%5.06%5.18%Q4 2019Q4 20205
Keebeck Wealth Management, LLC 210.01%0.11%0.29%Q2 2020Q1 20235
Selective Wealth Management, Inc. 550.08%0.12%0.17%Q3 2021Q3 20225
Strategic Asset Management, LLC 550.03%0.06%0.16%Q3 2021Q3 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
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
Moneda S.A. Administradora General de Fondos 550.31%0.47%0.68%Q4 2019Q4 20205
Sowa Financial Group, Inc. 550.02%0.02%0.02%Q4 2019Q4 20205
Castle Rock Wealth Management, LLC 320.11%0.19%0.25%Q2 2019Q4 20205
Ruggie Capital Group 410.31%1.35%2.63%Q2 2018Q3 20195
Arlington Partners LLC 410.00%0.06%0.30%Q1 2019Q3 20235
Bell Rock Capital LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Apeiron RIA LLC 320.10%0.28%0.71%Q4 2021Q1 20235
Riggs Asset Managment Co. Inc. 310.00%0.04%0.16%Q2 2017Q2 20235
Graypoint LLC 410.08%0.64%0.97%Q3 2020Q3 20235
LEO BROKERAGE, LLC 410.46%0.53%0.62%Q4 2020Q1 20225
Colonial Trust Co / SC 550.03%0.08%0.12%Q3 2022Q3 20235
SigFig Wealth Management, LLC 310.04%0.09%0.31%Q3 2020Q4 20225
FIRST AMERICAN TRUST, FSB 550.04%0.06%0.09%Q3 2021Q3 20225
SouthState Corp 320.00%0.00%0.01%Q4 2021Q1 20235
CAPE COD FIVE CENTS SAVINGS BANK 550.06%0.08%0.10%Q3 2015Q3 20165
TFO Wealth Partners, LLC 550.01%0.07%0.27%Q1 2020Q1 20215
STEPHENS INC /AR/ 550.04%0.04%0.05%Q4 2018Q4 20195
Tranquilli Financial Advisor LLC 310.38%1.25%2.82%Q4 2020Q4 20225
KENFARB & CO. 550.02%0.03%0.03%Q3 2022Q3 20235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q4 2018Q1 20225
WINTRUST INVESTMENTS LLC 320.03%0.11%0.40%Q4 2018Q2 20215
AdvisorShares Investments LLC 551.33%7.26%11.97%Q1 2020Q1 20215
MCIA Inc 210.51%2.50%10.35%Q3 2018Q1 20235
SII INVESTMENTS INC/WI 550.02%0.07%0.18%Q4 2016Q4 20175
FIRST MIDWEST BANK TRUST DIVISION 550.24%0.84%1.37%Q4 2017Q4 20185
CNB Bank 410.00%0.01%0.02%Q1 2019Q1 20235
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Princeton Global Asset Management LLC 550.00%0.19%0.52%Q2 2019Q2 20205
Empirical Finance, LLC 550.07%0.08%0.11%Q1 2018Q1 20195
WEALTHFRONT Corp 550.00%0.00%0.00%Q3 2017Q3 20185
Elevated Capital Advisors, LLC 550.87%0.95%1.02%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 110.01%0.08%0.28%Q4 2019Q3 20235
Solstein Capital, LLC 410.00%0.00%0.00%Q2 2021Q3 20235
Danda Trouve Investment Management, Inc. 550.03%0.03%0.03%Q4 2020Q4 20215
Paradigm Financial Partners, LLC 310.11%0.28%0.60%Q2 2019Q4 20215
Element Wealth, LLC 410.00%0.01%0.02%Q4 2019Q3 20235
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
First Personal Financial Services 550.00%0.01%0.01%Q1 2022Q1 20235
NCM Capital Management, LLC 550.19%0.32%0.39%Q4 2021Q4 20225
Gainplan LLC 550.14%0.58%1.33%Q4 2020Q4 20215
Surevest, LLC 550.72%1.31%2.24%Q4 2018Q4 20195
MorganRosel Wealth Management, LLC 550.20%0.39%0.50%Q3 2022Q3 20235
RiverTree Advisors, LLC 553.76%4.27%5.20%Q4 2020Q4 20215
Vista Private Wealth Partners. LLC 310.08%0.09%0.10%Q2 2021Q2 20224
Strategic Wealth Management Group, LLC 440.12%0.13%0.14%Q3 2020Q2 20214
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2014Q2 20214
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Lionsbridge Wealth Management LLC 310.07%2.70%3.72%Q4 2019Q4 20204
WFG Advisors, LP 440.26%0.35%0.41%Q3 2016Q2 20174
Goldstein Advisors, LLC 440.30%0.36%0.41%Q4 2022Q3 20234
WEXFORD CAPITAL LP 440.09%0.12%0.15%Q1 2017Q4 20174
Gyon Technologies Capital Management, LP 310.33%0.51%0.89%Q4 2020Q2 20224
Johnson Financial Group, Inc. 310.00%0.00%0.01%Q3 2021Q2 20234
Parker Investment Management, LLC 447.15%15.58%38.29%Q4 2017Q3 20184
Atom Investors LP 210.07%0.24%0.65%Q4 2020Q3 20214
Family Asset Management, LLC 440.00%0.61%1.29%Q4 2022Q3 20234
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2018Q4 20224
GIRARD PARTNERS LTD. 440.03%0.04%0.04%Q3 2022Q2 20234
Homrich & Berg 440.04%0.04%0.05%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.03%0.15%0.37%Q4 2022Q3 20234
TFB Advisors LLC 440.63%1.15%1.94%Q4 2022Q3 20234
Thai Life Insurance PCL. 441.07%1.44%1.87%Q4 2016Q3 20174
YorkBridge Wealth Partners, LLC 440.03%0.03%0.03%Q4 2016Q3 20174
Strategies Wealth Advisors, LLC 310.06%0.08%0.11%Q4 2021Q2 20234
Optimal Asset Management, Inc. 440.04%0.07%0.09%Q4 2020Q3 20214
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
NWAM LLC 220.04%0.10%0.13%Q1 2021Q1 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q1 2022Q4 20224
BAKER TILLY WEALTH MANAGEMENT, LLC 310.03%0.06%0.09%Q1 2021Q4 20224
Renaissance Technologies 210.00%0.00%0.00%Q2 2021Q2 20234
Beacon Capital Management, LLC 440.01%0.03%0.04%Q1 2022Q4 20224
Meredith Wealth Planning 4412.83%14.58%15.63%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.11%0.11%0.13%Q4 2022Q3 20234
Truadvice, LLC 220.33%0.44%0.71%Q4 2020Q4 20224
Capital One Investing, Inc. 441.48%1.62%1.81%Q4 2018Q3 20194
Eagle Capital Management, LLC 440.21%0.21%0.22%Q1 2021Q4 20214
TWO SIGMA INVESTMENTS, LP 440.00%0.02%0.05%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.00%0.07%0.24%Q4 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 310.07%0.12%0.19%Q4 2019Q4 20204
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
B. Riley Wealth Management, Inc. 210.03%0.13%0.26%Q3 2018Q4 20204
Destination Wealth Management 310.00%0.00%0.00%Q1 2018Q2 20194
SWMG, LLC 311.07%1.39%1.88%Q4 2020Q4 20224
Freedom Investment Management, Inc. 440.02%0.02%0.03%Q2 2021Q1 20224
SageView Advisory Group, LLC 440.19%0.33%0.61%Q4 2022Q3 20234
BBR PARTNERS, LLC 220.02%0.03%0.04%Q2 2020Q2 20214
FLC Capital Advisors 440.07%0.41%0.70%Q1 2021Q4 20214
Sterling Group Wealth Management, LLC 440.25%3.66%7.33%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HT Partners LLC 440.31%1.97%2.76%Q1 2015Q4 20154
Human Investing LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Glovista Investments LLC 440.06%0.16%0.34%Q3 2020Q2 20214
WESPAC Advisors, LLC 220.27%1.57%2.46%Q2 2020Q4 20214
ARS Wealth Advisors Group, LLC 440.08%0.13%0.17%Q3 2021Q2 20224
Northwest Capital Management Inc 220.01%0.07%0.16%Q2 2021Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.00%0.12%0.20%Q4 2022Q3 20234
Williams Financial, LLC 220.41%2.10%6.40%Q1 2021Q1 20234
Windsor Wealth Management, Inc. 440.12%0.18%0.22%Q2 2019Q1 20204
Ergawealth Advisors, Inc. 440.27%0.36%0.55%Q4 2022Q3 20234
North Star Investment Management Corp. 440.00%0.00%0.00%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.50%0.55%0.60%Q4 2020Q3 20214
M Holdings Securities, Inc. 310.03%0.07%0.08%Q1 2017Q3 20224
Syntegra Private Wealth Group, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Resurgent Financial Advisors LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Bruderman Asset Management, LLC 220.44%0.46%0.47%Q4 2020Q4 20214
Cerity Partners LLC 440.00%0.37%0.79%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.01%0.07%0.10%Q4 2022Q3 20234
One Charles Private Wealth Services, LLC 447.33%9.06%12.17%Q4 2019Q3 20204
TRANSCEND CAPITAL ADVISORS, LLC 210.03%0.11%0.29%Q1 2020Q4 20224
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
MRA Advisory Group 440.19%1.96%2.75%Q4 2020Q3 20214
Quantbot Technologies LP 310.02%0.02%0.03%Q3 2019Q3 20224
HawsGoodwin Investment Management LLC 440.75%0.82%0.98%Q1 2021Q4 20214
Vident Investment Advisory, LLC 310.01%0.01%0.02%Q4 2021Q2 20234
Spruce Investment Advisors LLC 442.90%4.22%4.90%Q1 2017Q4 20174
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2018Q1 20214
ADE, LLC 440.02%0.32%1.19%Q4 2020Q3 20214
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.03%0.23%0.40%Q1 2019Q4 20194
Jefferies Group LLC 210.00%0.04%0.06%Q1 2018Q1 20214
ARMSTRONG ADVISORY GROUP, INC 440.04%0.04%0.06%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Belvedere Trading LLC 220.03%0.12%0.27%Q4 2020Q1 20214
CoreCap Advisors, LLC 310.01%0.04%0.10%Q4 2021Q4 20224
WEALTHCARE CAPITAL MANAGEMENT LLC 310.01%0.01%0.01%Q3 2019Q1 20214
VISTA CAPITAL PARTNERS, INC. 440.04%0.07%0.16%Q4 2021Q3 20224
Janney Capital Management LLC 440.02%0.04%0.05%Q4 2017Q3 20184
Stuart Chaussee & Associates, Inc. 210.08%7.74%30.36%Q4 2017Q3 20204
Legacy Trust 440.08%0.09%0.09%Q4 2022Q3 20234
Investors Capital Advisory Services 440.05%0.07%0.08%Q3 2015Q2 20164
WESBANCO BANK INC 440.02%0.02%0.03%Q4 2017Q3 20184
Owen LaRue, LLC 440.24%0.24%0.24%Q4 2022Q3 20234
BROGAN FINANCIAL, INC. 440.31%0.33%0.36%Q4 2022Q3 20234
RONALD BLUE & CO LLC 440.02%0.04%0.06%Q1 2016Q4 20164
ZACKS INVESTMENT MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
One Wealth Advisors, LLC 220.12%0.48%0.82%Q1 2021Q1 20234
CORBETT ROAD CAPITAL MANAGEMENT, LLC 440.73%0.85%1.12%Q4 2019Q3 20204
Talisman Wealth Advisors LLC 440.81%0.88%1.04%Q4 2022Q3 20234
Corient Private Wealth LLC 440.21%0.25%0.33%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.34%0.72%Q4 2022Q3 20234
Advisors Capital Management, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.12%0.15%0.21%Q4 2017Q3 20184
tru Independence LLC 110.00%0.06%0.19%Q4 2019Q2 20214
Beaumont Financial Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Clearshares LLC 441.78%2.75%3.12%Q1 2018Q4 20184
Trifecta Capital Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Verdence Capital Advisors LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
SteelPeak Wealth, LLC 210.03%0.26%0.46%Q4 2019Q4 20224
KARLINSKI ANDREW C 441.18%1.63%2.13%Q4 2021Q3 20224
Fortress Wealth Group, LLC 440.52%0.65%0.82%Q2 2021Q1 20224
Wealth Alliance 220.05%0.19%0.42%Q1 2021Q1 20234
ACG Wealth 210.01%0.03%0.06%Q4 2017Q2 20224
Copperwynd Financial, LLC 312.61%5.26%6.35%Q4 2019Q4 20204
Virtue Capital Management, LLC 110.00%0.15%0.22%Q4 2017Q3 20214
ExodusPoint Capital Management, LP 330.00%0.49%1.36%Q3 2019Q1 20204
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.12%0.26%0.67%Q1 2020Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.07%0.10%0.12%Q2 2022Q1 20234
Freestone Capital Holdings, LLC 210.01%0.01%0.01%Q3 2020Q4 20224
Tanglewood Legacy Advisors, LLC 440.04%0.07%0.09%Q4 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2021Q3 20213
Sanford Advisory Services, LLC 330.28%0.56%0.89%Q2 2022Q4 20223
VERUS CAPITAL PARTNERS, LLC 210.03%0.10%0.21%Q4 2019Q4 20223
Arcadia Wealth Management, LLC 210.19%0.20%0.23%Q4 2022Q3 20233
B. Riley Financial, Inc. 330.06%0.23%0.35%Q4 2017Q2 20183
James J. Burns & Company, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Quantitative Advantage, LLC 337.32%7.36%7.44%Q4 2017Q2 20183
Banco Santander, S.A. 330.00%0.01%0.01%Q1 2020Q3 20203
Spectrum Planning & Advisory Services Inc. 211.02%1.15%1.27%Q1 2021Q4 20223
Castleview Partners, LLC 110.01%0.17%0.28%Q2 2021Q3 20233
LGT Financial Advisors LLC 210.06%0.14%0.30%Q4 2022Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q4 2022Q2 20233
Adams Wealth Management 210.00%1.62%4.52%Q4 2019Q3 20203
Legend Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
FourThought Financial Partners, LLC 330.06%0.25%0.36%Q4 2022Q2 20233
SMITH CAPITAL MANAGEMENT INC /AR/ADV 210.13%0.14%0.15%Q2 2019Q3 20203
FRG Family Wealth Advisors LLC 210.05%0.07%0.09%Q1 2018Q4 20193
Peterson Financial Group, Inc. 210.17%0.22%0.30%Q1 2022Q4 20223
Beacon Pointe Wealth Advisors, LLC 330.16%0.16%0.16%Q1 2019Q3 20193
GSA CAPITAL PARTNERS LLP 330.03%0.04%0.06%Q2 2021Q4 20213
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
CARDIFF PARK ADVISORS, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
NN Investment Partners Holdings N.V. 330.00%0.01%0.02%Q2 2019Q4 20193
Y-Intercept (Hong Kong) Ltd 110.10%0.14%0.18%Q1 2021Q2 20233
TWO SIGMA ADVISERS, LP 330.00%0.02%0.03%Q1 2023Q3 20233
Hochman Cole Investment Advisors, Inc. 210.10%0.13%0.17%Q3 2018Q2 20213
Cornerstone Planning Group LLC 210.02%0.04%0.07%Q4 2022Q3 20233
Covenant Multifamily Offices, LLC 210.03%0.08%0.12%Q1 2019Q3 20213
EQ LLC 210.18%0.24%0.28%Q1 2021Q2 20233
Mengis Capital Management, Inc. 330.14%0.17%0.19%Q1 2018Q3 20183
PROVENCE WEALTH MANAGEMENT GROUP 210.03%0.51%0.88%Q4 2022Q3 20233
Vontobel Holding Ltd. 330.00%0.00%0.00%Q4 2020Q2 20213
Acropolis Investment Management, LLC 330.88%1.06%1.18%Q1 2023Q3 20233
MOORE CAPITAL MANAGEMENT, LP 330.07%0.10%0.14%Q3 2016Q1 20173
Cape Investment Advisory, Inc. 330.05%0.05%0.05%Q1 2023Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q3 2021Q1 20223
Oakworth Capital, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
Golden State Equity Partners 210.08%0.14%0.24%Q2 2021Q3 20233
Gallagher Fiduciary Advisors, LLC 330.22%0.24%0.27%Q1 2023Q3 20233
Mount Yale Investment Advisors, LLC 210.10%0.10%0.11%Q1 2021Q4 20223
TMD & ASSOCIATES, INC 332.79%4.00%6.24%Q4 2018Q2 20193
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
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
FIRETHORN WEALTH PARTNERS, LLC 210.95%0.96%0.98%Q1 2021Q4 20223
CMC Financial Group 330.40%0.48%0.54%Q1 2019Q3 20193
Premia Global Advisors, LLC 330.55%1.28%2.30%Q4 2017Q2 20183
Cutter & CO Brokerage, Inc. 330.62%0.68%0.80%Q2 2017Q4 20173
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
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.02%0.05%Q3 2018Q2 20223
Barden Capital Management, Inc. 331.72%1.74%1.78%Q4 2021Q2 20223
New Republic Capital, LLC 210.00%0.04%0.08%Q4 2022Q3 20233
HM PAYSON & CO 330.00%0.00%0.00%Q3 2020Q1 20213
Jordan Park Group LLC 330.14%0.16%0.17%Q1 2021Q3 20213
Compass Financial Group, Inc. 3312.86%13.21%13.46%Q3 2016Q1 20173
Keystone Wealth Services, LLC 210.10%0.24%0.31%Q4 2021Q1 20233
EWA, LLC 334.41%4.80%5.03%Q1 2023Q3 20233
LVW Advisors, LLC 110.21%0.74%1.64%Q1 2016Q3 20193
Austin Private Wealth, LLC 210.48%0.61%0.86%Q1 2021Q4 20223
NIEMANN CAPITAL MANAGEMENT INC 3310.06%12.70%14.76%Q3 2017Q1 20183
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q4 20223
Kore Private Wealth LLC 210.00%0.03%0.04%Q4 2018Q2 20203
TCWP LLC 210.01%0.09%0.23%Q4 2021Q4 20223
Country Club Trust Company, n.a. 330.03%0.04%0.05%Q1 2018Q3 20183
Sequoia Financial Advisors, LLC 330.03%0.04%0.04%Q1 2018Q3 20183
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.02%Q3 2021Q4 20223
CABANA LLC 210.02%0.03%0.04%Q3 2019Q2 20203
Fulcrum Equity Management 110.00%0.71%1.11%Q3 2019Q4 20223
ICA Group Wealth Management, LLC 330.00%0.01%0.03%Q4 2022Q2 20233
MBL Wealth, LLC 210.51%0.68%0.88%Q4 2020Q3 20213
GHP Investment Advisors, Inc. 210.00%0.00%0.00%Q2 2022Q2 20233
TKG Advisors, LLC 210.13%0.15%0.18%Q4 2021Q1 20233
Empire Financial Management Company, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Venture Visionary Partners LLC 210.00%0.01%0.02%Q4 2020Q2 20223
Anchor Investment Management, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
INNEALTA CAPITAL, LLC 330.16%0.16%0.17%Q2 2020Q4 20203
COWA, LLC 210.05%0.23%0.55%Q4 2020Q3 20223
Geier Asset Management, Inc. 334.08%4.24%4.55%Q4 2020Q2 20213
Seneca House Advisors 330.16%0.17%0.17%Q3 2020Q1 20213
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Timber Hill LLC 110.00%0.11%0.33%Q2 2013Q4 20173
CORRADO ADVISORS, LLC 330.68%0.74%0.79%Q1 2019Q3 20193
TRUE Private Wealth Advisors 210.04%0.05%0.07%Q1 2021Q4 20223
Magnus Financial Group LLC 330.04%0.05%0.07%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.06%0.16%Q3 2022Q3 20233
JOURNEY STRATEGIC WEALTH LLC 330.08%0.32%0.58%Q1 2023Q3 20233
Penserra Capital Management LLC 210.03%0.15%0.26%Q4 2017Q3 20193
Midwest Professional Planners, LTD. 330.01%0.02%0.03%Q4 2017Q2 20183
CHOREO, LLC 330.29%0.36%0.42%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.39%0.43%0.49%Q4 2021Q2 20223
Tranquility Partners, LLC 330.11%0.11%0.12%Q3 2021Q1 20223
Keystone Financial Services 210.17%1.30%1.91%Q4 2021Q4 20223
Outlook Wealth Advisors, LLC 330.28%0.56%0.85%Q1 2019Q3 20193
PAX Financial Group, LLC 210.77%1.31%1.69%Q1 2021Q4 20223
ALETHEA CAPITAL MANAGEMENT, LLC 330.83%1.01%1.12%Q1 2018Q3 20183
BEACON FINANCIAL GROUP 330.83%0.90%0.95%Q1 2018Q3 20183
SECURITY NATIONAL TRUST CO 330.01%0.01%0.01%Q1 2021Q3 20213
COOPER/HAIMS ADVISORS, LLC 330.17%0.18%0.19%Q1 2021Q3 20213
STONNINGTON GROUP, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Mach-1 Financial Group, LLC 210.00%0.01%0.01%Q2 2022Q1 20233
Hanlon Investment Management, Inc. 210.05%0.07%0.10%Q1 2021Q4 20223
SMITH HAYES Advisers, Inc 220.05%0.07%0.09%Q4 2015Q1 20162
Ethos Financial Group, LLC 110.72%0.77%0.83%Q4 2022Q3 20232
BANK OF HAWAII 220.51%0.79%1.07%Q3 2016Q4 20162
XR Securities LLC 110.13%4.52%8.91%Q4 2017Q1 20192
Solidarity Wealth, LLC 220.15%0.17%0.19%Q1 2022Q2 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.10%0.52%0.95%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BCM ADVISORS, LLC 220.14%0.23%0.32%Q2 2018Q3 20182
Buttonwood Financial Group, LLC 221.93%2.44%2.95%Q4 2022Q1 20232
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q2 2021Q3 20212
NORTHSTAR WEALTH PARTNERS LLC 110.09%0.09%0.09%Q4 2019Q2 20202
TECTONIC ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20212
Center for Financial Planning, Inc. 110.00%0.01%0.01%Q4 2021Q2 20232
Pinion Investment Advisors, LLC 220.49%0.49%0.49%Q2 2020Q3 20202
Summit Financial Wealth Advisors, LLC 220.57%0.57%0.57%Q2 2019Q3 20192
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q3 2020Q4 20202
Urban Wealth Management, LLC 110.02%1.53%3.04%Q4 2020Q2 20222
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Coppell Advisory Solutions LLC 110.36%0.36%0.37%Q4 2022Q3 20232
Providence Capital Advisors, LLC 110.01%0.06%0.12%Q1 2019Q4 20202
EDMOND DE ROTHSCHILD HOLDING S.A. 220.16%0.18%0.20%Q4 2020Q1 20212
Wills Financial Group, Inc. 220.20%0.20%0.21%Q1 2015Q2 20152
Crumly & Associates Inc. 2210.18%11.28%12.37%Q4 2019Q1 20202
Strategic Financial Concepts, LLC 220.08%0.09%0.10%Q1 2023Q2 20232
ATWOOD & PALMER INC 220.00%0.00%0.00%Q1 2021Q2 20212
GRIES FINANCIAL LLC 220.14%0.93%1.71%Q4 2022Q1 20232
Colonial Trust Advisors 220.01%0.01%0.01%Q3 2022Q4 20222
Claret Asset Management Corp 220.06%0.06%0.06%Q2 2018Q3 20182
Donoghue Forlines LLC 222.25%2.37%2.49%Q2 2019Q3 20192
JANUS HENDERSON GROUP PLC 110.00%0.01%0.01%Q3 2016Q2 20172
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
FSM Wealth Advisors, LLC 220.21%0.24%0.27%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 220.18%0.19%0.20%Q2 2023Q3 20232
REGIMEN WEALTH, LLC 220.21%0.27%0.34%Q4 2022Q1 20232
PETRA FINANCIAL ADVISORS INC 112.08%2.35%2.62%Q4 2022Q2 20232
UBS AG 110.00%0.00%0.00%Q2 2013Q3 20142
Goelzer Investment Management, Inc. 220.02%0.04%0.06%Q1 2019Q2 20192
TEXAS PERMANENT SCHOOL FUND CORP 220.01%0.01%0.01%Q3 2022Q4 20222
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 220.20%0.20%0.20%Q1 2019Q2 20192
Icon Wealth Advisors, LLC 220.02%0.26%0.50%Q3 2022Q4 20222
Gemmer Asset Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
HOWE & RUSLING INC 110.00%0.01%0.01%Q4 2022Q3 20232
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2017Q4 20212
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
W ADVISORS, LLC 110.26%0.26%0.26%Q4 2021Q4 20222
UBS OCONNOR LLC 110.01%0.02%0.03%Q4 2015Q4 20212
Quadrant Private Wealth Management, LLC 220.07%0.09%0.10%Q4 2022Q1 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Lunt Capital Management, Inc. 220.11%0.13%0.16%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Full Sail Capital, LLC 220.08%0.12%0.16%Q3 2019Q4 20192
Sierra Capital LLC 220.12%0.12%0.12%Q1 2021Q2 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
New World Advisors LLC 110.00%3.66%7.32%Q1 2019Q2 20212
Sunesis Advisors, LLC 110.15%0.15%0.15%Q1 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Ferguson Shapiro LLC 221.13%2.38%3.63%Q3 2020Q4 20202
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q1 2017Q3 20202
MBM Wealth Consultants, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Q3 Asset Management 112.89%4.56%6.22%Q1 2018Q3 20212
Oak Point Wealth Management 220.46%0.47%0.49%Q4 2017Q1 20182
Alpine Global Management, LLC 110.21%0.27%0.34%Q4 2016Q3 20172
Blume Capital Management, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
D. SCOTT NEAL, INC. 221.25%2.02%2.79%Q1 2018Q2 20182
MOTCO 220.00%0.00%0.00%Q4 2021Q1 20222
Manifold Partners, LLC 220.00%0.01%0.01%Q3 2015Q4 20152
New Hampshire Trust 220.04%0.04%0.04%Q4 2022Q1 20232
West Financial Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MOSELEY INVESTMENT MANAGEMENT INC 220.20%0.23%0.26%Q3 2019Q4 20192
Members Trust Co 110.01%0.01%0.01%Q3 2022Q2 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Catamount Wealth Management 220.07%0.08%0.08%Q2 2018Q3 20182
QUEST CAPITAL MANAGEMENT INC /ADV 220.08%0.18%0.28%Q3 2021Q4 20212
Blue Sky Asset Management, LLC 220.85%2.93%5.02%Q4 2019Q1 20202
Morton Brown Family Wealth, LLC 110.00%0.01%0.02%Q4 2021Q1 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Grant Street Asset Management, Inc. 110.05%0.06%0.08%Q1 2021Q2 20232
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GQ Asset Management, LLC 220.37%0.50%0.63%Q4 2019Q1 20202
American Planning Services, Inc. 220.24%0.27%0.30%Q4 2021Q1 20222
Lodestone Wealth Management LLC 220.32%0.38%0.45%Q2 2023Q3 20232
Sequoia Wealth Management, LLC 220.20%0.35%0.50%Q2 2019Q3 20192
CHANNEL WEALTH LLC 220.12%0.14%0.16%Q1 2023Q2 20232
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q2 20232
NOMURA HOLDINGS INC 220.01%0.01%0.01%Q1 2018Q2 20182
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.00%0.00%0.00%Q2 2023Q3 20232
Mayflower Financial Advisors, LLC 220.03%0.13%0.22%Q4 2022Q1 20232
B&D White Capital Company, LLC 222.15%2.21%2.27%Q4 2020Q1 20212
Lantz Financial LLC 110.16%0.22%0.28%Q2 2021Q4 20222
Meridian Wealth Partners, LLC 220.99%1.07%1.15%Q1 2021Q2 20212
CPA Asset Management LLC 220.31%1.57%2.84%Q4 2022Q1 20232
Banco BTG Pactual S.A. 220.28%0.75%1.22%Q1 2023Q2 20232
Concert Wealth Management Inc. 110.12%0.15%0.18%Q3 2016Q1 20172
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
Mason & Associates Inc 220.07%0.08%0.09%Q4 2021Q1 20222
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Arden Trust Co 220.84%0.84%0.85%Q1 2023Q2 20232
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2019Q3 20232
TEXAS CAPITAL BANCSHARES INC/TX 220.91%1.72%2.53%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q3 20232
ACAS, LLC 220.35%0.35%0.36%Q1 2023Q2 20232
ASSOCIATED BANC-CORP 220.01%0.01%0.01%Q4 2021Q1 20222
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q1 2021Q2 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
USCA RIA LLC 220.02%0.03%0.03%Q1 2020Q2 20202
VSR Financial Services, Inc. 110.04%0.05%0.06%Q4 2015Q2 20162
Crabel Capital Management, LLC 110.05%0.08%0.11%Q2 2021Q2 20232
CENTRAL BANK & TRUST CO 110.00%0.00%0.01%Q1 2018Q4 20212
Rockwood Wealth Management, LLC 220.16%0.16%0.17%Q4 2021Q1 20222
Capital Bank & Trust Co 110.00%0.00%0.01%Q4 2018Q4 20202
WealthPlan Investment Management, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Axim Planning & Wealth 220.01%0.01%0.02%Q2 2022Q3 20222
FFG RETIREMENT ADVISORS LLC 220.88%0.94%1.00%Q4 2022Q1 20232
Scarborough Advisors, LLC 220.51%0.83%1.14%Q4 2022Q1 20232
OLD NATIONAL BANCORP /IN/ 220.05%0.05%0.05%Q3 2019Q4 20192
HL FINANCIAL SERVICES LLC 220.02%0.02%0.02%Q4 2018Q1 20192
QCM Cayman, Ltd. 110.23%0.46%0.69%Q2 2020Q4 20202
ETRADE Capital Management LLC 220.02%0.07%0.12%Q2 2019Q3 20192
SYM FINANCIAL Corp 110.10%0.15%0.20%Q4 2018Q4 20192
Certus Wealth Management, LLC 220.28%0.30%0.31%Q2 2023Q3 20232
CLEAR STREET MARKETS LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CPWM, LLC 220.08%0.09%0.09%Q2 2019Q3 20192
Rinkey Investments 110.03%0.75%1.48%Q4 2021Q3 20232
Visionary Asset Management, Inc. 220.19%0.20%0.21%Q1 2018Q2 20182
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20232
Strid Group, LLC 110.07%1.77%3.47%Q4 2018Q3 20202
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.10%0.19%Q3 2015Q2 20182
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2018Q2 20182
Schonfeld Strategic Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
National Wealth Management Group, LLC 220.78%1.60%2.43%Q4 2021Q1 20222
IFC Holdings Incorporated/FL 220.10%0.11%0.13%Q3 2017Q4 20172
Verition Fund Management LLC 220.04%0.05%0.06%Q2 2022Q3 20222
ELEMENT POINTE ADVISORS, LLC 221.05%1.84%2.63%Q4 2018Q1 20192
ShoreHaven Wealth Partners, LLC 220.52%0.83%1.14%Q4 2022Q1 20232
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q1 20212
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Perkins Coie Trust Co 220.01%0.01%0.01%Q4 2019Q1 20202
Bedell Frazier Investment Counselling, LLC 220.06%0.06%0.06%Q1 2021Q2 20212
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q2 2023Q3 20232
NORTHWEST WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Crosspoint Capital Strategies, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Columbia Trust Co 01012016 110.26%0.26%0.26%Q4 2019Q4 20191
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Hoxton Planning & Management, LLC 110.87%0.87%0.87%Q4 2022Q4 20221
Otter Creek Advisors, LLC 111.87%1.87%1.87%Q3 2018Q3 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2020Q1 20201
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q1 2018Q1 20181
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
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
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q1 2022Q1 20221
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
SVA Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 111.79%1.79%1.79%Q1 2022Q1 20221
KM Capital Management Ltd. 110.87%0.87%0.87%Q1 2023Q1 20231
Jump Financial, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Horan Capital Advisors, LLC. 110.12%0.12%0.12%Q3 2020Q3 20201
LWS Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Hayden Royal, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Parkside Investments, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
Islet Management, LP 111.36%1.36%1.36%Q2 2019Q2 20191
Gryphon Financial Partners LLC 110.16%0.16%0.16%Q4 2018Q4 20181
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
CEDAR CAPITAL, LLC 110.42%0.42%0.42%Q4 2015Q4 20151
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Lebenthal Global Advisors, LLC 112.87%2.87%2.87%Q4 2020Q4 20201
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advisor Resource Council 110.44%0.44%0.44%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
BW Gestao de Investimentos Ltda. 111.80%1.80%1.80%Q3 2019Q3 20191
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
First Bank & Trust 110.00%0.00%0.00%Q3 2021Q3 20211
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q1 2023Q1 20231
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Athanor Capital, LP 111.25%1.25%1.25%Q3 2019Q3 20191
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.02%0.02%0.02%Q3 2018Q3 20181
INVESTMENT CENTERS OF AMERICA INC 110.12%0.12%0.12%Q3 2017Q3 20171
Centurion Wealth Management LLC 110.50%0.50%0.50%Q4 2022Q4 20221
FIRST NATIONAL TRUST CO 110.02%0.02%0.02%Q4 2019Q4 20191
Strata Wealth Advisors, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Harvest Investment Services, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
WEST CHESTER CAPITAL ADVISORS, INC 110.48%0.48%0.48%Q3 2018Q3 20181
Mill Creek Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Allegis Investment Advisors, LLC 110.13%0.13%0.13%Q3 2017Q3 20171
Stone House Investment Management, LLC 111.09%1.09%1.09%Q4 2022Q4 20221
Gateway Wealth Partners, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Weiss Multi-Strategy Advisers LLC 110.07%0.07%0.07%Q4 2017Q4 20171
Good Harbor Financial, LLC 110.13%0.13%0.13%Q3 2015Q3 20151
My Legacy Advisors, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Twin Tree Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Requisite Energy Fund I LP 113.92%3.92%3.92%Q4 2018Q4 20181
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q3 2023Q3 20231
Fulcrum Capital LLC 110.64%0.64%0.64%Q3 2021Q3 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q2 2018Q2 20181
Dentgroup LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.36%0.36%0.36%Q4 2022Q4 20221
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
WHITTIER TRUST CO 110.01%0.01%0.01%Q1 2020Q1 20201
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
Masso Torrence Wealth Management Inc. 110.37%0.37%0.37%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.25%0.25%0.25%Q2 2021Q2 20211
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Berger Financial Group, Inc 110.49%0.49%0.49%Q4 2020Q4 20201
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Midwest Heritage Bank, FSB 110.38%0.38%0.38%Q4 2021Q4 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MORGENS WATERFALL VINTIADIS & CO INC 111.61%1.61%1.61%Q1 2018Q1 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Edgestream Partners, L.P. 110.02%0.02%0.02%Q2 2023Q2 20231
Freestate Advisors LLC 117.42%7.42%7.42%Q2 2019Q2 20191
Beacon Harbor Wealth Advisors, Inc. 110.31%0.31%0.31%Q3 2019Q3 20191
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
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
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
Kalos Management, Inc. 110.10%0.10%0.10%Q3 2020Q3 20201
Diversified, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
SUTTON PLACE INVESTORS LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q3 2023Q3 20231
Symphony Financial, Ltd. Co. 110.10%0.10%0.10%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Amundi 110.00%0.00%0.00%Q3 2022Q3 20221
IAMS WEALTH MANAGEMENT, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
Price Capital Management, Inc. 111.22%1.22%1.22%Q4 2017Q4 20171
Vestcor Inc 110.65%0.65%0.65%Q4 2020Q4 20201
Kabarec Financial Advisors, Ltd. 110.17%0.17%0.17%Q2 2018Q2 20181
WOLVERINE ASSET MANAGEMENT LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Edge Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
J Arnold Wealth Management Co 110.11%0.11%0.11%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
W.H. Cornerstone Investments Inc. 110.32%0.32%0.32%Q1 2023Q1 20231
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q1 2023Q1 20231
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RATIONAL ADVISORS LLC 110.35%0.35%0.35%Q4 2019Q4 20191
Opes Advisors Inc 110.28%0.28%0.28%Q4 2018Q4 20181
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Family Management Corp 110.09%0.09%0.09%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TCG Advisors, LP 110.01%0.01%0.01%Q1 2019Q1 20191
ARCH CAPITAL GROUP LTD. 116.42%6.42%6.42%Q4 2020Q4 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
West Wealth Group, LLC 112.10%2.10%2.10%Q4 2022Q4 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2020Q1 20201
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CBIZ Investment Advisory Services, LLC 110.72%0.72%0.72%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Itau Unibanco Holding S.A. 110.03%0.03%0.03%Q4 2019Q4 20191
Team Financial Group, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.15%0.15%0.15%Q1 2020Q1 20201
OVERSEA-CHINESE BANKING Corp Ltd 110.13%0.13%0.13%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.10%0.10%0.10%Q1 2019Q1 20191
Compass Ion Advisors, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
First Financial Bank - Trust Division 110.04%0.04%0.04%Q2 2018Q2 20181
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Alpha DNA Investment Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Veritable, L.P. 110.02%0.02%0.02%Q4 2018Q4 20181
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
McIlrath & Eck, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Retireful, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
Fluent Financial, LLC 111.10%1.10%1.10%Q3 2018Q3 20181
Advocacy Wealth Management Services, LLC 110.76%0.76%0.76%Q2 2022Q2 20221
West Oak Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
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
True Wealth Design, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 112.07%2.07%2.07%Q4 2022Q4 20221
RiverGlades Family Offices LLC 112.86%2.86%2.86%Q4 2018Q4 20181
Riverview Trust Co 110.05%0.05%0.05%Q4 2018Q4 20181
Capital Market Strategies LLC 110.18%0.18%0.18%Q4 2021Q4 20211
RCS Financial Planning, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Brown Miller Wealth Management, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
Pension Partners, LLC 110.43%0.43%0.43%Q3 2018Q3 20181
Independent Wealth Network Inc. 110.25%0.25%0.25%Q3 2021Q3 20211
Golden Green, Inc. 110.19%0.19%0.19%Q4 2020Q4 20201
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q1 2021Q1 20211
Del-Sette Capital Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
MCF Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Hamilton Wealth, LLC 113.40%3.40%3.40%Q3 2019Q3 20191
MONTAG A & ASSOCIATES INC 110.01%0.01%0.01%Q1 2021Q1 20211
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
AVALON CAPITAL MANAGEMENT 110.52%0.52%0.52%Q2 2014Q2 20141
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Muzinich & Co., Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Latitude Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Rain Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lineweaver Wealth Advisors, LLC 110.97%0.97%0.97%Q2 2021Q2 20211
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Sentinus, LLC 110.96%0.96%0.96%Q4 2022Q4 20221
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
MCMORGAN & CO LLC 111.16%1.16%1.16%Q1 2023Q1 20231
Highland Private Wealth Management 110.36%0.36%0.36%Q1 2018Q1 20181
Gateway Advisory, LLC 1116.74%16.74%16.74%Q1 2020Q1 20201
INVESTMENT HOUSE LLC 110.09%0.09%0.09%Q2 2016Q2 20161
Steward Financial Group LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Eagle Bay Advisors LLC 110.04%0.04%0.04%Q3 2021Q3 20211
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Aprio Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ORSER CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Elevation Capital Advisory, LLC 119.09%9.09%9.09%Q2 2021Q2 20211
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
JB Capital LLC 111.55%1.55%1.55%Q4 2022Q4 20221
Synergy Asset Management, LLC 111.46%1.46%1.46%Q3 2021Q3 20211
Meiji Yasuda Life Insurance Co 110.14%0.14%0.14%Q3 2016Q3 20161
Sapphire Star Partners LP 110.08%0.08%0.08%Q2 2018Q2 20181
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q2 2022Q2 20221
Claybrook Capital, LLC 118.93%8.93%8.93%Q4 2018Q4 20181
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Clean Yield Group 110.02%0.02%0.02%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.56%0.56%0.56%Q4 2022Q4 20221
Kessler Investment Group, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cyndeo Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Fiduciary Planning LLC 110.37%0.37%0.37%Q4 2019Q4 20191
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Quantinno Capital Management LP 110.03%0.03%0.03%Q1 2022Q1 20221
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
HAP Trading, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Doman Group, LLC 110.57%0.57%0.57%Q4 2021Q4 20211
Vertex Planning Partners, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
FNY Partners Fund LP 110.09%0.09%0.09%Q1 2018Q1 20181
MADRONA FUNDS, LLC 112.72%2.72%2.72%Q3 2019Q3 20191
ICC CAPITAL MANAGEMENT INC/ 110.01%0.01%0.01%Q1 2015Q1 20151
Traynor Capital Management, Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
Burleson & Company, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2021Q4 20211
PURA VIDA INVESTMENTS, LLC 110.76%0.76%0.76%Q1 2020Q1 20201
GSG Advisors LLC 110.26%0.26%0.26%Q3 2023Q3 20231
NorthCoast Asset Management LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pathlight Investors LLC 110.38%0.38%0.38%Q4 2018Q4 20181
Simplicity Wealth,LLC 110.29%0.29%0.29%Q4 2022Q4 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Soltis Investment Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
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
Questar Asset Management, Inc. 112.54%2.54%2.54%Q4 2018Q4 20181
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tibra Equities Europe Ltd 119.31%9.31%9.31%Q4 2020Q4 20201
Commonwealth Retirement Investments LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Private Wealth Partners, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
B, B, H, & B INC. 110.19%0.19%0.19%Q4 2020Q4 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2019Q4 20191
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Jentner Corp 110.19%0.19%0.19%Q3 2019Q3 20191
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q2 2021Q2 20211
Black Swift Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Park Place Capital Corp 110.09%0.09%0.09%Q4 2022Q4 20221
Susquehanna International Group Ltd. 110.05%0.05%0.05%Q2 2022Q2 20221
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Schneider Downs Wealth Management Advisors, LP 110.09%0.09%0.09%Q1 2020Q1 20201
Gallagher Benefit Services, Inc. 110.74%0.74%0.74%Q4 2022Q4 20221
External links

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