ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1630.00%0.00%0.03%Q2 2013Q3 202354
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.03%0.05%Q2 2013Q3 202342
TD Capital Management LLC 42420.02%3.64%10.40%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.14%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.05%0.08%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 28130.00%0.00%0.00%Q2 2013Q3 202341
PHILLIPS FINANCIAL MANAGEMENT, LLC 40400.58%4.80%7.02%Q4 2013Q3 202340
Tortoise Investment Management, LLC 39390.11%1.20%2.21%Q1 2014Q3 202339
US BANCORP \DE\ 38380.00%0.20%0.54%Q2 2014Q3 202338
WELLS FARGO & COMPANY/MN 38380.00%0.01%0.02%Q2 2014Q3 202338
Allworth Financial LP 37370.21%0.56%2.61%Q3 2014Q3 202337
Creative Planning 3340.00%0.01%0.02%Q2 2014Q3 202337
NAPLES GLOBAL ADVISORS, LLC 37370.32%0.76%1.22%Q3 2014Q3 202337
Sigma Planning Corp 36360.06%0.17%0.42%Q4 2014Q3 202336
UBS Group AG 36360.00%0.03%0.05%Q4 2014Q3 202336
AGILIS PARTNERS LLC 36361.76%15.07%30.57%Q4 2014Q3 202336
HighTower Advisors, LLC 36360.01%0.15%0.34%Q4 2014Q3 202336
ETF Portfolio Partners, Inc. 36360.46%1.24%2.54%Q4 2014Q3 202336
M&T BANK CORP 21150.06%0.27%0.54%Q3 2014Q3 202336
FC Advisory LLC 36361.38%2.78%3.29%Q1 2015Q4 202336
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 36360.63%10.30%15.19%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.18%1.15%Q4 2013Q3 202336
Cambridge Investment Research Advisors, Inc. 35350.02%0.10%0.20%Q1 2015Q3 202335
Rehmann Capital Advisory Group 1550.00%0.09%0.15%Q2 2014Q3 202335
Brinker Capital Investments, LLC 35350.00%0.81%2.41%Q2 2014Q4 202235
Private Advisor Group, LLC 3410.01%0.15%0.32%Q3 2014Q3 202335
Lowe Wealth Advisors, LLC 35350.00%0.03%0.38%Q2 2015Q4 202335
CITIGROUP INC 3320.00%0.00%0.00%Q4 2014Q3 202335
BlackRock Inc. 34340.01%0.29%0.45%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.02%0.03%Q2 2015Q3 202334
WBH ADVISORY INC 3130.06%0.29%0.66%Q1 2015Q3 202334
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19140.22%1.08%2.64%Q2 2015Q3 202333
FIFTH THIRD BANCORP 1910.00%0.00%0.00%Q4 2014Q3 202333
PNC FINANCIAL SERVICES GROUP, INC. 33330.00%0.02%0.06%Q3 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 2810.00%0.16%0.34%Q3 2014Q3 202333
Raymond James Financial Services Advisors, Inc. 3210.02%0.08%0.18%Q2 2013Q3 202333
FORVIS Wealth Advisors, LLC 3110.03%1.16%2.23%Q1 2015Q3 202332
Asset Dedication, LLC 32320.00%0.26%0.69%Q4 2015Q3 202332
WEALTHCARE CAPITAL MANAGEMENT LLC 32320.00%0.37%1.18%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 2810.00%0.00%0.02%Q4 2012Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.01%0.09%0.16%Q1 2016Q3 202331
KEYBANK NATIONAL ASSOCIATION/OH 31310.00%0.01%0.04%Q1 2016Q3 202331
COLONY GROUP LLC 2810.00%2.88%5.29%Q3 2015Q3 202331
BANK OF HAWAII 31313.18%4.01%4.94%Q1 2016Q3 202331
IFP Advisors, Inc 17140.04%0.08%0.17%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.66%1.65%Q1 2016Q3 202331
Clarius Group, LLC 31310.14%0.42%0.88%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.01%0.05%Q1 2016Q3 202330
JPMORGAN CHASE & CO 30300.00%0.00%0.01%Q2 2016Q3 202330
WEATHERLY ASSET MANAGEMENT L. P. 2910.03%0.45%0.63%Q2 2014Q3 202330
SECURIAN ASSET MANAGEMENT, INC 30300.03%0.06%0.07%Q2 2016Q3 202330
TRUE Private Wealth Advisors 30300.09%5.94%11.32%Q2 2016Q3 202330
TRUST CO OF VIRGINIA /VA 1620.41%0.53%0.62%Q3 2015Q3 202330
FINANCIAL CONSULATE, INC 2630.16%0.52%0.78%Q4 2015Q2 202329
RAYMOND JAMES & ASSOCIATES 2720.00%0.02%0.06%Q4 2015Q3 202329
Pinnacle Wealth Management Advisory Group, LLC 29290.10%0.27%0.48%Q3 2016Q3 202329
Janney Montgomery Scott LLC 29290.01%0.14%0.34%Q3 2016Q3 202329
Pure Financial Advisors, LLC 2270.01%0.16%0.62%Q1 2016Q4 202329
BAILARD, INC. 29290.01%0.03%0.07%Q3 2016Q3 202329
Cetera Advisor Networks LLC 29290.02%0.11%0.36%Q3 2016Q3 202329
Horan Securities, Inc. 1560.01%1.11%5.19%Q1 2016Q3 202329
MITCHELL CAPITAL MANAGEMENT CO 29290.08%0.17%0.27%Q3 2016Q3 202329
Gemmer Asset Management LLC 29290.00%0.02%0.07%Q1 2015Q1 202229
Sequoia Financial Advisors, LLC 29294.52%8.59%13.14%Q3 2016Q3 202329
Cetera Advisors LLC 2720.02%0.19%0.36%Q2 2015Q3 202329
PINNACLE ASSOCIATES LTD 29290.01%0.02%0.05%Q3 2016Q3 202329
Parallel Advisors, LLC 28280.00%0.06%0.28%Q4 2016Q3 202328
Jaffetilchin Investment Partners, LLC 28280.06%0.95%2.80%Q4 2016Q3 202328
ISTHMUS PARTNERS, LLC 28280.00%0.12%0.18%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1910.00%0.08%0.34%Q2 2014Q3 202328
Glenview Trust Co 28280.01%0.02%0.04%Q4 2016Q3 202328
CENTRAL TRUST Co 28280.01%0.02%0.04%Q4 2016Q3 202328
Homrich & Berg 27270.03%0.29%1.17%Q1 2015Q3 202127
Steward Partners Investment Advisory, LLC 27270.01%0.09%0.18%Q1 2017Q3 202327
SEI INVESTMENTS CO 2610.00%0.00%0.01%Q3 2016Q3 202327
FMR LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27270.04%0.88%1.76%Q2 2015Q4 202127
Snowden Capital Advisors LLC 1980.05%0.30%0.57%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.05%0.27%0.95%Q4 2016Q3 202327
NISA INVESTMENT ADVISORS, LLC 27270.00%0.02%0.02%Q1 2017Q3 202327
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Wealthcare Advisory Partners LLC 14130.01%0.06%0.31%Q4 2016Q3 202327
Baker Avenue Asset Management, LP 1740.01%0.06%0.13%Q2 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.13%0.35%Q2 2017Q3 202326
NORRIS PERNE & FRENCH LLP/MI 1880.02%0.05%0.14%Q1 2014Q3 202126
J.P. Morgan Private Wealth Advisors LLC 1710.00%0.01%0.15%Q1 2015Q3 202326
ALLIANCEBERNSTEIN L.P. 26260.00%0.23%0.54%Q2 2017Q3 202326
Brown Advisory Securities, LLC 26260.08%0.33%1.29%Q2 2016Q3 202226
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 26269.66%27.21%35.60%Q2 2017Q3 202326
PARSONS CAPITAL MANAGEMENT INC/RI 26260.02%0.05%0.08%Q2 2017Q3 202326
MONEYWISE, INC. 2410.13%1.25%2.14%Q3 2016Q1 202325
Courage Miller Partners, LLC 1410.14%0.28%0.51%Q4 2014Q3 202325
Stratos Wealth Partners, LTD. 2120.01%0.03%0.05%Q4 2014Q3 202325
Ancora Advisors LLC 25250.04%0.13%0.26%Q3 2017Q3 202325
First Command Financial Services, Inc. 25250.00%0.20%0.98%Q2 2017Q2 202325
AllSquare Wealth Management LLC 25250.01%0.01%0.01%Q3 2017Q3 202325
FIRST HAWAIIAN BANK 25250.50%0.74%1.39%Q3 2017Q3 202325
First Command Bank 25250.00%0.20%0.98%Q2 2017Q2 202325
CAHABA WEALTH MANAGEMENT, INC. 25256.71%9.53%10.90%Q3 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 13110.00%0.02%0.04%Q3 2017Q3 202324
VICUS CAPITAL 1720.16%0.30%0.43%Q3 2016Q3 202324
JACOBSON & SCHMITT ADVISORS, LLC 12120.07%0.17%0.29%Q1 2017Q3 202324
Broadview Financial Management, LLC 24240.72%1.06%1.56%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.11%1.84%2.93%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 24240.03%0.06%0.12%Q4 2017Q3 202324
NEXT Financial Group, Inc 1450.00%0.05%0.18%Q3 2014Q4 202124
JMG Financial Group, Ltd. 24240.03%0.06%0.08%Q4 2017Q3 202324
CLEAR INVESTMENT RESEARCH, LLC 24240.02%0.42%0.77%Q4 2017Q3 202324
W.G. Shaheen & Associates DBA Whitney & Co 24240.04%0.07%0.10%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.15%0.32%0.85%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.28%0.74%1.17%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24241.14%2.15%4.14%Q4 2017Q3 202324
CWM, LLC 1510.00%0.05%0.23%Q2 2017Q3 202324
AUA CAPITAL MANAGEMENT, LLC 24240.03%0.05%0.07%Q1 2017Q4 202224
Global Trust Asset Management, LLC 24240.03%0.08%0.36%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q1 2014Q3 202324
Divergent Wealth Advisors 24240.87%4.06%9.02%Q4 2017Q3 202324
Gradient Investments LLC 810.00%0.00%0.00%Q2 2015Q1 202324
Valeo Financial Advisors, LLC 2040.00%0.02%0.06%Q3 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.45%0.89%1.74%Q4 2017Q3 202324
New England Professional Planning Group Inc. 1645.55%21.76%27.56%Q3 2015Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.02%Q1 2018Q3 202323
TOCQUEVILLE ASSET MANAGEMENT L.P. 23230.01%0.01%0.04%Q1 2018Q3 202323
Sandy Spring Bank 2210.00%0.00%0.01%Q3 2015Q4 202223
Advisory Alpha, LLC 2120.00%0.12%0.30%Q2 2017Q2 202323
Arlington Partners LLC 23230.18%0.51%0.98%Q4 2017Q2 202323
Sowell Financial Services LLC 1010.01%0.09%0.18%Q4 2016Q3 202323
Essex Financial Services, Inc. 2010.18%0.31%0.49%Q1 2017Q3 202323
NWAM LLC 23230.02%0.21%0.45%Q1 2018Q3 202323
D.A. DAVIDSON & CO. 23230.01%2.90%4.70%Q1 2018Q3 202323
PARK AVENUE SECURITIES LLC 23230.13%0.25%0.65%Q1 2018Q3 202323
First Allied Advisory Services, Inc. 23230.01%0.02%0.04%Q1 2015Q3 202023
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.04%0.16%Q2 2014Q4 201923
McAdam, LLC 23230.11%0.31%0.69%Q1 2018Q3 202323
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.02%0.16%0.68%Q3 2015Q3 202222
Keystone Financial Group 2020.04%0.64%1.18%Q1 2018Q3 202322
Jacobi Capital Management LLC 22220.00%0.00%0.00%Q2 2016Q3 202122
Marietta Wealth Management, LLC 22220.19%0.79%1.54%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.04%0.07%0.16%Q2 2018Q3 202322
Quad-Cities Investment Group, LLC 22220.01%0.31%0.55%Q2 2018Q3 202322
Roble, Belko & Company, Inc 22220.04%0.48%1.38%Q2 2018Q3 202322
Moisand Fitzgerald Tamayo, LLC 22220.00%0.02%0.03%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.03%0.08%0.67%Q2 2018Q3 202322
AMICA MUTUAL INSURANCE CO 1562.28%8.39%20.25%Q2 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.00%0.03%Q4 2017Q4 202221
OmniStar Financial Group, Inc. 21210.65%1.14%1.67%Q4 2017Q4 202221
CREATIVE FINANCIAL DESIGNS INC /ADV 1010.00%0.22%1.08%Q4 2016Q3 202321
Allen Investment Management, LLC 21210.05%0.55%1.51%Q3 2018Q3 202321
PFG Advisors 21210.03%0.09%0.18%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.23%0.31%Q3 2018Q3 202321
Elmwood Wealth Management, Inc. 1121.04%1.54%2.01%Q1 2018Q3 202321
Windsor Wealth Management, Inc. 2010.72%1.96%2.62%Q4 2017Q3 202321
Mariner, LLC 1610.00%0.49%0.92%Q1 2015Q3 202321
TIEDEMANN ADVISORS, LLC 1740.02%0.03%0.04%Q2 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 1210.01%0.04%0.10%Q4 2016Q3 202321
Boston Standard Wealth Management, LLC 21210.14%0.18%0.23%Q4 2018Q4 202321
LYNCH & ASSOCIATES/IN 21210.17%0.42%0.51%Q1 2018Q1 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.26%0.97%1.56%Q4 2017Q4 202221
AdvisorNet Financial, Inc 21210.07%0.51%0.89%Q3 2018Q3 202321
Haverford Trust Co 21210.02%0.02%0.03%Q3 2018Q3 202321
Clearstead Advisors, LLC 1560.01%0.02%0.07%Q2 2017Q3 202321
SAGE FINANCIAL GROUP INC 20200.06%0.10%0.12%Q4 2018Q3 202320
Plante Moran Financial Advisors, LLC 910.00%0.01%0.07%Q1 2015Q2 202320
Baker Ellis Asset Management LLC 20200.48%1.40%2.18%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.00%0.02%0.04%Q4 2018Q3 202320
CAPTRUST FINANCIAL ADVISORS 1410.00%0.03%0.18%Q4 2017Q3 202320
Guidance Point Advisors, LLC 20200.82%0.96%1.11%Q4 2018Q3 202320
Capstone Financial Advisors, Inc. 20201.12%3.17%5.28%Q4 2018Q3 202320
LINCOLN NATIONAL CORP 1030.00%0.01%0.02%Q3 2017Q3 202320
Ellis Investment Partners, LLC 20200.41%0.64%0.78%Q4 2018Q3 202320
Leonard Rickey Investment Advisors P.L.L.C. 20200.81%1.19%1.72%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.20%0.57%2.01%Q4 2018Q3 202320
GREENWOOD CAPITAL ASSOCIATES LLC 20200.35%1.94%3.36%Q4 2018Q3 202320
Capital Advisors, Ltd. LLC 20200.04%0.07%0.11%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20202.02%3.08%3.90%Q4 2018Q3 202320
SOL Capital Management CO 1280.04%0.07%0.12%Q2 2018Q3 202320
HSBC HOLDINGS PLC 20200.00%0.02%0.04%Q4 2018Q3 202320
Atria Investments, Inc 820.01%0.07%0.16%Q4 2013Q3 202320
GARRISON POINT ADVISORS, LLC 20200.96%1.08%1.18%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20203.49%4.40%6.26%Q4 2018Q3 202320
Johnson Financial Group, Inc. 20200.43%2.59%9.36%Q4 2018Q3 202320
EQUITABLE TRUST CO 20202.43%3.84%5.27%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.21%0.28%0.39%Q4 2018Q3 202320
Chicago Partners Investment Group LLC 20200.05%0.16%0.31%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.28%0.92%Q4 2015Q3 202020
Burt Wealth Advisors 20200.02%0.45%0.93%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.05%0.16%0.63%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Summit Financial, LLC 20200.07%0.24%0.38%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.03%0.08%0.16%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.04%Q4 2018Q3 202320
NYL Investors LLC 20200.05%0.45%1.14%Q4 2018Q3 202320
STEPHENS INC /AR/ 20200.01%0.03%0.05%Q4 2018Q3 202320
KINGS POINT CAPITAL MANAGEMENT 19190.00%0.00%0.01%Q3 2017Q1 202219
Altium Wealth Management LLC 19190.08%0.14%0.18%Q4 2017Q2 202219
AXIOM INVESTORS LLC /DE 19190.12%0.32%0.54%Q1 2019Q3 202319
Regal Investment Advisors LLC 1010.00%0.03%0.05%Q3 2014Q3 202319
Carroll Financial Associates, Inc. 1810.00%0.02%0.07%Q4 2016Q4 202119
Valmark Advisers, Inc. 19190.01%0.02%0.04%Q1 2019Q3 202319
Citadel Advisors 610.00%0.00%0.01%Q1 2016Q3 202319
Dorsey & Whitney Trust CO LLC 19190.15%0.23%0.30%Q1 2018Q3 202219
Integrated Wealth Concepts LLC 19190.02%0.06%0.12%Q1 2019Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.01%0.07%0.19%Q1 2019Q3 202319
Laurel Wealth Advisors LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Freedom Day Solutions, LLC 1210.12%0.67%2.17%Q1 2018Q3 202319
Beacon Pointe Advisors, LLC 19190.01%0.07%0.27%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AE Wealth Management LLC 1630.01%0.04%0.09%Q4 2018Q3 202319
Kistler-Tiffany Companies, LLC 19190.01%0.02%0.03%Q4 2018Q2 202319
WEST PACES ADVISORS INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
FinTrust Capital Advisors, LLC 1270.00%0.02%0.07%Q4 2018Q3 202319
Waldron Private Wealth LLC 1350.02%1.39%8.31%Q4 2018Q3 202318
Oakworth Capital, Inc. 18180.00%0.01%0.02%Q2 2016Q3 202018
NewSquare Capital LLC 18180.00%0.19%0.62%Q4 2013Q1 201818
Cornerstone Wealth Management, LLC 1620.07%0.13%0.22%Q1 2017Q3 202318
PRUDENTIAL FINANCIAL INC 18180.00%0.00%0.01%Q2 2019Q3 202318
FLOW TRADERS U.S. LLC 720.00%3.16%19.21%Q2 2016Q3 202318
Oliver Luxxe Assets LLC 18180.21%0.45%0.59%Q2 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.16%0.67%1.24%Q1 2019Q3 202318
Carnegie Capital Asset Management, LLC 18180.01%0.03%0.04%Q2 2019Q3 202318
COMERICA SECURITIES,INC. 18180.03%0.05%0.07%Q2 2019Q3 202318
OLD MISSION CAPITAL LLC 310.03%0.17%0.40%Q4 2014Q2 202318
Cutler Group LLC / CA 410.00%0.00%0.00%Q4 2015Q3 202318
Texas Yale Capital Corp. 18180.02%0.02%0.02%Q3 2015Q4 201918
Western Wealth Management, LLC 1080.07%0.09%0.15%Q1 2019Q3 202318
CIBC WORLD MARKET INC. 17170.00%0.00%0.01%Q3 2019Q3 202317
IFG Advisory, LLC 17170.10%0.15%0.21%Q3 2019Q3 202317
TimeScale Financial, Inc. 17170.00%0.00%0.01%Q2 2019Q2 202317
Hubbell Strickland Wealth Management, LLC 17171.74%2.06%2.59%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 1070.01%0.03%0.04%Q2 2019Q3 202317
StoneX Group Inc. 1430.17%0.28%0.49%Q3 2018Q3 202317
BAINCO INTERNATIONAL INVESTORS 17170.05%0.18%0.36%Q4 2016Q4 202017
West Branch Capital LLC 1070.04%0.15%0.42%Q2 2018Q3 202317
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.01%Q4 2017Q3 202317
BROWN ADVISORY INC 710.00%0.00%0.00%Q1 2018Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.45%0.77%1.20%Q4 2018Q4 202217
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1430.01%0.02%0.08%Q2 2019Q3 202317
Physician Wealth Advisors, Inc. 17171.45%1.70%2.16%Q3 2019Q3 202317
Meridian Wealth Partners, LLC 16162.47%3.32%7.05%Q4 2019Q3 202316
Strategic Point Investment Advisors, LLC 1420.05%3.11%7.91%Q2 2017Q3 202316
KFA Private Wealth Group, LLC 16161.37%1.80%2.52%Q4 2019Q3 202316
Hanlon Investment Management, Inc. 16160.12%0.21%0.62%Q1 2019Q4 202216
Astoria Strategic Wealth, Inc. 16164.42%8.60%9.61%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.22%0.39%1.63%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.42%0.70%1.08%Q4 2019Q3 202316
Wealth Alliance 16160.07%0.30%0.68%Q4 2019Q3 202316
FormulaFolio Investments, LLC 1210.01%3.63%9.07%Q2 2015Q2 202116
Wealthspire Advisors, LLC 1510.01%0.57%0.94%Q4 2018Q3 202316
Clearshares LLC 1243.51%4.17%5.35%Q4 2017Q4 202116
Bernardo Wealth Planning LLC 16160.19%0.71%1.80%Q4 2018Q3 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.03%0.07%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16162.05%3.15%4.43%Q4 2019Q3 202316
CFO4Life Group, LLC 1510.11%0.52%0.87%Q4 2018Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
AMG National Trust Bank 16160.32%2.92%3.50%Q4 2019Q3 202316
Clark Capital Management Group, Inc. 720.01%0.57%1.77%Q4 2018Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.97%1.24%1.68%Q4 2019Q3 202316
SVA Wealth Management, LLC 16160.06%0.54%1.00%Q1 2017Q4 202016
LVM CAPITAL MANAGEMENT LTD/MI 16160.42%0.49%0.55%Q4 2019Q3 202316
TRUEFG, LLC 16160.14%0.17%0.20%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.01%0.08%0.16%Q4 2019Q3 202316
Financial Advocates Investment Management 16160.02%0.06%0.18%Q4 2019Q3 202316
McCutchen Group LLC 16160.35%2.51%3.86%Q4 2018Q3 202216
Column Capital Advisors, LLC 16162.09%5.60%7.54%Q4 2019Q3 202316
Mutual Advisors, LLC 910.01%0.27%0.72%Q4 2017Q3 202316
Single Point Partners, LLC 16160.41%0.84%3.51%Q4 2019Q3 202316
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1150.38%0.57%0.79%Q4 2018Q3 202316
DAVIDSON TRUST CO 16160.65%1.47%2.12%Q4 2019Q3 202316
SHUFRO ROSE & CO LLC 16160.02%0.04%0.05%Q4 2019Q3 202316
GREAT VALLEY ADVISOR GROUP, INC. 1060.04%0.09%0.14%Q1 2019Q3 202316
FSA Wealth Management LLC 16160.00%3.16%3.89%Q4 2019Q3 202316
Meridian Financial Partners LLC 16160.51%2.68%5.79%Q4 2018Q3 202216
MONETA GROUP INVESTMENT ADVISORS LLC 1510.01%0.04%0.08%Q2 2018Q3 202316
Gleason Group, Inc. 16161.35%2.23%4.13%Q4 2019Q3 202316
SCOTIA CAPITAL INC. 1150.00%0.01%0.02%Q1 2018Q3 202316
OneDigital Investment Advisors LLC 970.00%0.01%0.04%Q2 2017Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Firestone Capital Management 16160.50%0.63%0.84%Q4 2019Q3 202316
Klingman & Associates, LLC 15150.08%0.10%0.13%Q1 2020Q3 202315
Trinity Wealth Management, LLC 1234.33%5.79%6.54%Q4 2019Q3 202315
First Horizon Advisors, Inc. 830.00%0.00%0.01%Q2 2013Q1 202315
OPPENHEIMER & CO INC 15150.10%0.11%0.11%Q1 2020Q3 202315
Blueprint Investment Partners LLC 15150.10%1.96%4.56%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.09%Q2 2016Q4 201915
Verus Financial Partners, Inc. 1230.88%7.00%9.74%Q4 2019Q3 202315
BDO Wealth Advisors, LLC 1410.00%2.27%2.87%Q1 2019Q2 202315
BlackRock Fund Advisors 15150.01%0.11%0.34%Q2 2013Q4 201615
XML Financial, LLC 15150.21%0.90%2.03%Q1 2020Q3 202315
KEMPER Corp 15158.12%15.21%38.59%Q3 2018Q1 202215
Financial Architects, Inc 920.00%0.66%0.95%Q2 2018Q2 202315
JONES FINANCIAL COMPANIES LLLP 15150.04%0.05%0.11%Q1 2020Q3 202315
BRINKER CAPITAL INC 15150.06%1.70%2.60%Q4 2016Q2 202015
Round Table Services, LLC 15150.16%0.38%0.65%Q4 2018Q2 202215
SIMON QUICK ADVISORS, LLC 15150.01%0.20%0.80%Q1 2017Q3 202015
MSI Financial Services Inc 15150.00%0.01%0.05%Q2 2013Q4 201615
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.01%0.11%0.26%Q1 2020Q3 202315
IHT Wealth Management, LLC 1050.02%0.03%0.04%Q4 2018Q3 202315
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1210.03%0.08%0.17%Q2 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.06%0.08%0.10%Q1 2020Q3 202315
Westside Investment Management, Inc. 610.00%0.06%0.16%Q1 2017Q1 202215
Bogart Wealth, LLC 1210.00%0.00%0.00%Q4 2017Q3 202315
Betterment LLC 960.00%0.00%0.00%Q4 2017Q3 202315
AlphaCore Capital LLC 1055.00%16.57%26.24%Q4 2019Q3 202315
RESOURCES MANAGEMENT CORP /CT/ /ADV 1320.00%0.00%0.00%Q3 2018Q3 202215
Sunbelt Securities, Inc. 1020.02%0.20%0.51%Q1 2018Q3 202315
BRIGHTON JONES LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
Corrigan Financial, Inc. 15155.34%7.60%10.49%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.02%0.05%Q1 2020Q3 202315
Cordasco Financial Network 15150.08%0.11%0.15%Q4 2018Q2 202215
Robertson Stephens Wealth Management, LLC 14140.07%0.24%0.79%Q2 2020Q3 202314
DAVIDSON INVESTMENT ADVISORS 14140.02%0.08%0.70%Q2 2020Q3 202314
UNITED SERVICES AUTOMOBILE ASSOCIATION 14140.00%0.03%0.16%Q4 2016Q1 202014
Global Strategic Investment Solutions, LLC 14140.06%0.24%0.39%Q2 2020Q3 202314
SWS Partners 510.23%0.80%1.29%Q1 2018Q3 202314
Simplicity Solutions, LLC 510.01%0.04%0.12%Q4 2018Q3 202314
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.00%0.00%Q2 2020Q3 202314
Allianz Asset Management GmbH 950.00%0.01%0.02%Q3 2019Q3 202314
Ullmann Wealth Partners Group, LLC 14143.78%5.40%6.72%Q2 2020Q3 202314
St. Louis Trust Co 14141.03%1.70%2.26%Q2 2020Q3 202314
Willow Creek Wealth Management Inc. 14140.05%0.08%0.13%Q2 2020Q3 202314
Mengis Capital Management, Inc. 14140.07%0.10%0.16%Q1 2019Q2 202214
SIGNATUREFD, LLC 1310.00%0.00%0.02%Q1 2018Q3 202314
CREDIT SUISSE AG/ 1210.00%0.02%0.21%Q1 2013Q3 202014
Lenox Wealth Advisors, LLC 14140.00%0.01%0.01%Q4 2018Q1 202214
MAI Capital Management 14140.00%0.01%0.01%Q2 2020Q3 202314
Chesley Taft & Associates LLC 14140.49%0.80%1.29%Q2 2020Q3 202314
DUNCKER STREETT & CO INC 14140.05%0.05%0.06%Q2 2020Q3 202314
Dynamic Advisor Solutions LLC 720.02%0.13%0.29%Q1 2017Q3 202314
Realta Investment Advisors 1040.02%0.06%0.09%Q1 2019Q3 202314
Kerntke Otto McGlone Wealth Management Group 711.78%2.78%3.99%Q4 2019Q3 202314
Atlas Private Wealth Advisors 14140.08%0.24%0.37%Q2 2020Q3 202314
First Ascent Asset Management, LLC 14140.86%2.90%7.29%Q2 2020Q3 202314
Hardy Reed LLC 14141.30%13.90%17.19%Q2 2020Q3 202314
CATALYST PRIVATE WEALTH, LLC 14141.33%1.87%2.37%Q3 2020Q4 202314
Benchmark Financial Wealth Advisors, LLC 14140.37%3.65%6.04%Q2 2020Q3 202314
MGO ONE SEVEN LLC 1010.00%0.07%0.33%Q4 2018Q3 202314
HOWE & RUSLING INC 1110.01%0.04%0.05%Q1 2018Q3 202314
Csenge Advisory Group 710.03%0.05%0.08%Q2 2018Q3 202314
Tanglewood Wealth Management, Inc. 13130.12%8.05%15.44%Q4 2018Q4 202113
Kingsview Wealth Management, LLC 760.02%0.07%0.11%Q2 2020Q3 202313
Human Investing LLC 1210.05%0.28%0.38%Q4 2018Q1 202213
IAG Wealth Partners, LLC 13130.01%0.03%0.06%Q4 2019Q4 202213
BLUESTEIN R H & CO LLC 13130.03%0.11%0.19%Q3 2019Q3 202213
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Meridian Wealth Management, LLC 1210.01%0.05%0.07%Q2 2019Q3 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.00%Q3 2013Q3 201613
COMERICA BANK 1210.00%0.01%0.02%Q4 2018Q3 202313
FLPUTNAM INVESTMENT MANAGEMENT CO 1210.01%0.02%0.02%Q3 2019Q3 202313
RKL Wealth Management LLC 710.02%0.06%0.10%Q2 2017Q4 202113
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.12%0.29%Q3 2020Q3 202313
Acorns Advisers, LLC 131321.62%22.36%23.09%Q3 2020Q3 202313
DT Investment Partners, LLC 13130.02%0.06%0.09%Q3 2020Q3 202313
Summit X, LLC 13130.00%0.10%0.18%Q3 2020Q3 202313
Gray Wealth Management Inc. 13130.18%0.21%0.24%Q3 2020Q3 202313
BlackRock Institutional Trust Company, N.A. 13130.01%0.03%0.04%Q4 2013Q4 201613
PrairieView Partners, LLC 1210.00%0.00%0.00%Q1 2020Q2 202313
Founders Financial Alliance, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.02%0.03%0.05%Q1 2019Q3 202313
CGN Advisors LLC 13130.11%0.24%0.36%Q4 2020Q4 202313
CALTON & ASSOCIATES, INC. 13130.06%0.58%0.98%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.04%0.07%0.11%Q3 2020Q3 202313
Strategic Wealth Partners Group, LLC 940.08%0.10%0.11%Q2 2020Q3 202313
Brookstone Capital Management 13130.78%1.04%1.47%Q3 2020Q3 202313
B. Riley Wealth Advisors, Inc. 1120.01%0.03%0.05%Q4 2018Q3 202313
Tarbox Family Office, Inc. 13130.06%0.11%0.17%Q3 2020Q3 202313
Clear Creek Financial Management, LLC 1030.18%0.94%1.29%Q2 2020Q3 202313
Cetera Investment Advisers 1210.01%0.03%0.07%Q2 2019Q3 202313
WADDELL & ASSOCIATES, LLC 13133.61%7.32%10.50%Q3 2020Q3 202313
Almanack Investment Partners, LLC. 13130.04%0.07%0.15%Q3 2020Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.02%0.03%Q3 2020Q3 202313
Shamrock Asset Management LLC 12120.04%5.64%10.35%Q4 2016Q3 201912
Newton One Investments LLC 12122.83%3.65%5.16%Q4 2020Q3 202312
QCI ASSET MANAGEMENT INC/NY 12120.00%0.00%0.00%Q2 2017Q1 202012
Brand Asset Management Group, Inc. 12120.04%0.05%0.06%Q2 2018Q1 202112
Commonwealth Equity Services, Inc 12120.00%0.21%0.65%Q4 2014Q3 201712
Crescent Grove Advisors, LLC 12120.03%0.23%0.50%Q4 2020Q3 202312
AAF Wealth Management, LLC 12120.40%6.36%13.64%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.65%1.57%3.00%Q4 2020Q3 202312
Stadion Money Management, LLC 12120.02%1.26%4.30%Q3 2016Q2 201912
ACCESS FINANCIAL SERVICES, INC. 12120.13%0.15%0.18%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.38%0.46%0.72%Q4 2018Q3 202112
Wells Financial Advisors INC 12120.01%0.57%1.05%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12124.41%5.32%5.82%Q4 2020Q3 202312
Northwest Capital Management Inc 930.08%0.26%1.23%Q1 2020Q3 202312
Windward Private Wealth Management Inc. 12120.79%1.48%2.50%Q4 2020Q3 202312
First Heartland Consultants, Inc. 710.01%0.07%0.21%Q2 2017Q4 202212
NewEdge Advisors, LLC 810.00%0.15%0.26%Q2 2017Q3 202312
Orion Portfolio Solutions, LLC 810.00%0.17%0.90%Q4 2019Q3 202312
Tacita Capital Inc 12120.02%0.02%0.03%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 12120.21%0.33%0.52%Q4 2020Q3 202312
WHITTIER TRUST CO 930.00%0.00%0.01%Q3 2017Q1 202212
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.13%0.24%0.35%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.20%0.29%Q4 2020Q3 202312
GM Advisory Group, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.05%0.08%0.14%Q4 2020Q3 202312
Integrated Advisors Network LLC 12120.10%0.16%0.25%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12123.85%4.50%5.14%Q4 2020Q3 202312
COLDSTREAM CAPITAL MANAGEMENT INC 12120.48%0.81%1.15%Q1 2017Q4 201912
Private Capital Group, LLC 12120.01%0.01%0.01%Q1 2018Q4 202012
Stone House Investment Management, LLC 410.93%4.32%6.52%Q1 2019Q3 202312
Canton Hathaway, LLC 12120.01%0.02%0.06%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.11%0.68%1.98%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.85%1.50%2.18%Q4 2020Q3 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.47%1.46%8.39%Q4 2020Q3 202312
Moloney Securities Asset Management, LLC 12120.24%0.47%0.69%Q1 2017Q4 201912
Madison Wealth Partners, Inc 12122.78%3.72%4.51%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12122.76%3.49%4.19%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.88%1.14%1.96%Q4 2020Q3 202312
O'Dell Group, LLC 810.00%0.10%0.20%Q2 2019Q2 202312
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12120.12%0.24%0.39%Q2 2018Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
EPG Wealth Management LLC 12120.04%0.16%0.42%Q4 2020Q3 202312
Sara-Bay Financial 1010.08%0.11%0.20%Q2 2020Q3 202312
QUADRANT CAPITAL GROUP LLC 1110.00%0.01%0.07%Q2 2020Q3 202312
ADE, LLC 12120.92%1.25%1.79%Q4 2020Q3 202312
WealthTrust-Arizona, LLC 11110.00%0.00%0.00%Q3 2015Q1 201811
CADINHA & CO LLC 11110.06%0.94%3.10%Q2 2017Q4 201911
Cooper Financial Group 11110.09%0.36%0.82%Q1 2021Q3 202311
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.03%0.07%0.13%Q1 2021Q3 202311
SkyView Investment Advisors, LLC 11110.48%0.75%1.25%Q4 2020Q2 202311
BIEGEL & WALLER LLC 11110.30%8.49%11.56%Q1 2017Q3 201911
WFG Advisors, LP 11110.00%0.01%0.01%Q4 2014Q2 201711
Larson Financial Group LLC 920.00%0.01%0.03%Q4 2018Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
Spire Wealth Management 11110.03%0.04%0.05%Q1 2021Q3 202311
DOHJ, LLC 740.14%1.64%4.66%Q4 2020Q3 202311
Brightworth 111116.36%17.74%19.19%Q1 2020Q3 202211
Insight Folios Inc 830.11%0.31%0.46%Q2 2020Q3 202311
GRIES FINANCIAL LLC 11110.20%0.96%1.69%Q1 2021Q3 202311
Addison Advisors LLC 1010.04%0.06%0.10%Q4 2020Q3 202311
Mandatum Life Insurance Co Ltd 510.02%0.04%0.06%Q4 2015Q4 202111
BANK OF NOVA SCOTIA 11110.00%0.00%0.00%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.07%0.08%0.10%Q1 2014Q1 201711
ADVISORS MANAGEMENT GROUP INC /ADV 11110.20%0.24%0.29%Q1 2021Q3 202311
Stokes & Hubbell Capital Management, LLC 11110.22%0.49%0.84%Q3 2016Q1 201911
COMMERCE BANK 650.00%0.00%0.00%Q4 2020Q3 202311
Onyx Bridge Wealth Group LLC 11110.22%4.32%15.20%Q1 2021Q3 202311
SCHMIDT P J INVESTMENT MANAGEMENT INC 830.09%0.20%0.36%Q4 2013Q4 201911
Cerity Partners LLC 11110.01%0.04%0.10%Q1 2021Q3 202311
BROWN BROTHERS HARRIMAN & CO 520.00%0.00%0.00%Q3 2019Q3 202311
MCF Advisors LLC 830.00%0.01%0.02%Q2 2016Q3 202311
BANK OF MONTREAL /CAN/ 810.00%0.00%0.00%Q1 2016Q3 202311
Tillar-Wenstrup Advisors, LLC 11111.24%2.24%3.06%Q4 2016Q2 201911
Hayden Royal, LLC 11110.17%0.41%0.89%Q4 2018Q2 202111
Silicon Hills Wealth Management, LLC 11110.21%0.47%0.91%Q4 2019Q2 202211
ROCKLAND TRUST CO 11110.16%0.22%0.27%Q3 2019Q1 202211
Capital Analysts, LLC 11110.02%0.17%0.39%Q1 2021Q3 202311
Mascoma Wealth Management LLC 11110.01%0.06%0.13%Q1 2021Q3 202311
Zhang Financial LLC 11110.14%0.25%0.32%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 1010.00%0.00%0.03%Q4 2019Q3 202211
HYA Advisors, Inc 11110.14%0.21%0.26%Q4 2019Q2 202211
TRUEWEALTH LLC 11110.07%0.10%0.18%Q4 2017Q2 202011
Icon Wealth Partners, LLC 610.01%0.04%0.06%Q1 2019Q3 202310
JTC Employer Solutions Trustee Ltd 10100.03%0.04%0.06%Q2 2021Q3 202310
Cedar Brook Financial Partners, LLC 10100.06%0.08%0.09%Q2 2021Q3 202310
All Terrain Financial Advisors, LLC 10100.13%0.18%0.22%Q4 2017Q1 202010
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
Stokes Family Office, LLC 10100.04%0.11%0.17%Q4 2019Q1 202210
Tranquility Partners, LLC 730.11%0.17%0.26%Q2 2019Q2 202210
Snider Financial Group 10100.36%0.59%0.90%Q2 2021Q3 202310
Morningstar Investment Services LLC 10100.02%0.32%0.52%Q2 2021Q3 202310
TSFG, LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
PSI Advisors, LLC 910.00%0.05%0.30%Q4 2019Q3 202310
Empirical Finance, LLC 820.02%0.05%0.09%Q2 2020Q2 202310
Berkshire Bank 10100.08%0.09%0.14%Q2 2021Q3 202310
Epstein & White Financial LLC 10100.12%0.41%0.53%Q1 2019Q2 202110
Permanens Capital L.P. 10100.01%0.02%0.03%Q1 2019Q2 202110
CFS Investment Advisory Services, LLC 910.03%0.07%0.13%Q4 2020Q3 202310
ARS Investment Partners, LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10100.01%0.02%0.04%Q2 2017Q3 201910
MOTCO 10100.01%0.01%0.01%Q3 2017Q4 201910
CoreFirst Bank & Trust 10100.01%0.03%0.05%Q2 2021Q3 202310
Derbend Asset Management 10100.58%3.48%6.84%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.04%Q1 2021Q3 202310
FOSTER DYKEMA CABOT & CO INC/MA 10100.03%0.04%0.04%Q1 2019Q2 202110
Tiller Private Wealth, Inc. 10101.44%11.03%14.95%Q2 2021Q3 202310
Abundance Wealth Counselors 510.04%1.38%2.44%Q4 2018Q3 202310
Intelligence Driven Advisers, LLC 10100.10%0.77%1.27%Q2 2021Q3 202310
Prospera Financial Services Inc 710.00%0.06%0.10%Q1 2017Q2 202210
SHEETS SMITH WEALTH MANAGEMENT 910.02%0.31%0.59%Q1 2020Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q3 2016Q3 20189
Newman & Schimel, LLC 9911.07%18.15%24.75%Q4 2020Q4 20229
Financial Council Asset Management Inc 990.38%0.89%1.59%Q3 2021Q3 20239
Renaissance Technologies 310.00%0.00%0.01%Q2 2018Q1 20239
Procyon Advisors, LLC 990.16%0.27%0.37%Q3 2021Q3 20239
SouthState Corp 990.01%0.02%0.02%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.08%Q3 2021Q3 20239
Independent Advisor Alliance 810.01%0.14%0.64%Q4 2019Q3 20239
Colonial Trust Advisors 540.00%0.01%0.03%Q4 2020Q3 20239
Advisory Resource Group 990.65%1.41%2.15%Q3 2021Q3 20239
Professional Financial Advisors, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
Financial Enhancement Group LLC 990.00%0.00%0.00%Q1 2018Q1 20209
LIBERTY WEALTH MANAGEMENT LLC 630.01%0.02%0.04%Q4 2018Q3 20219
Concord Wealth Partners 420.00%0.01%0.01%Q1 2021Q3 20239
Key FInancial Inc 990.00%0.00%0.00%Q3 2021Q3 20239
LOWE BROCKENBROUGH & CO INC 991.28%1.67%2.16%Q3 2021Q3 20239
Aptus Capital Advisors, LLC 990.00%0.12%0.52%Q3 2021Q3 20239
Patriot Wealth Management, Inc. 999.33%10.06%11.04%Q4 2016Q4 20189
TNF LLC 990.24%0.25%0.27%Q3 2021Q3 20239
Delos Wealth Advisors, LLC 990.05%0.07%0.08%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.18%0.35%1.08%Q1 2020Q1 20229
Disciplined Investments, LLC 990.02%0.03%0.04%Q2 2021Q2 20239
Miracle Mile Advisors, LLC 990.68%1.19%2.92%Q3 2021Q3 20239
Savant Capital, LLC 990.02%0.05%0.12%Q3 2021Q3 20239
OptiFour Integrated Wealth Management, LLC 995.35%6.33%7.17%Q4 2017Q4 20199
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Beirne Wealth Consulting Services, LLC 630.13%0.22%0.33%Q1 2019Q3 20239
Canvas Wealth Advisors, LLC 990.12%0.93%1.66%Q1 2021Q1 20239
Endurance Wealth Management, Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
Hartford Financial Management Inc. 990.01%0.01%0.01%Q1 2021Q1 20239
TWO SIGMA SECURITIES, LLC 210.00%0.13%0.85%Q3 2015Q4 20229
M Holdings Securities, Inc. 990.05%0.15%0.32%Q1 2017Q1 20199
Spectrum Management Group, LLC 990.02%0.06%0.12%Q3 2020Q3 20229
Continuum Advisory, LLC 990.06%0.22%0.36%Q3 2021Q3 20239
Arete Wealth Advisors, LLC 990.07%0.10%0.16%Q2 2021Q2 20239
ESL Trust Services, LLC 990.09%13.43%18.66%Q4 2019Q4 20219
Perigon Wealth Management, LLC 810.00%0.01%0.02%Q2 2016Q4 20209
FDx Advisors, Inc. 720.01%0.02%0.03%Q1 2017Q2 20199
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2018Q4 20228
Klaas Financial Asset Advisors, LLC 880.00%0.02%0.03%Q4 2020Q3 20228
CARDIFF PARK ADVISORS, LLC 880.18%0.20%0.22%Q4 2021Q3 20238
WEDBUSH SECURITIES INC 880.01%0.03%0.04%Q2 2021Q1 20238
55I, LLC 880.02%0.10%0.25%Q4 2020Q3 20228
Clearview Wealth Advisors LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Cassady Schiller Wealth Management, LLC 880.43%0.55%0.70%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
HB Wealth Management, LLC 880.08%0.10%0.15%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.25%0.34%0.55%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.78%1.43%1.95%Q4 2017Q3 20198
Summit Wealth Group, LLC 440.06%0.58%2.18%Q1 2021Q3 20238
IMA Wealth, Inc. 880.00%0.01%0.03%Q2 2018Q1 20208
MAGNOLIA CAPITAL ADVISORS LLC 530.07%0.45%1.19%Q4 2019Q4 20218
Rise Advisors, LLC 880.31%0.39%0.49%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 880.68%0.85%1.02%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.06%0.22%0.32%Q4 2021Q3 20238
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q1 2018Q2 20218
Vantage Financial Partners, LLC 882.10%5.65%8.48%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.08%0.14%0.23%Q4 2021Q3 20238
Rather & Kittrell, Inc. 881.31%2.72%4.25%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
Capital Wealth Alliance, LLC 620.47%0.66%0.78%Q4 2019Q2 20228
GLENMEDE TRUST CO NA 210.00%0.00%0.00%Q4 2018Q2 20238
Renasant Bank 880.28%0.75%1.44%Q1 2021Q4 20228
GDS Wealth Management 880.04%0.06%0.09%Q4 2021Q3 20238
Stratos Wealth Advisors, LLC 880.03%0.16%0.23%Q4 2021Q3 20238
ALESCO ADVISORS LLC 710.01%0.01%0.01%Q1 2017Q4 20198
Revolve Wealth Partners, LLC 880.45%0.57%0.75%Q4 2021Q3 20238
Level Financial Advisors 880.04%0.04%0.06%Q4 2021Q3 20238
Blue Edge Capital, LLC 880.24%0.47%0.53%Q4 2021Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.07%0.22%0.41%Q2 2017Q1 20198
BB&T SECURITIES, LLC 440.01%0.01%0.03%Q3 2017Q3 20198
Investment Advisory Group, LLC 880.23%0.28%0.33%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.59%0.70%0.84%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
Scott Capital Advisors, LLC 880.27%1.36%4.89%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
Raleigh Capital Management Inc. 880.10%0.14%0.26%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.38%0.45%0.50%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 887.97%9.38%11.42%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.07%0.08%0.09%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.01%0.01%0.01%Q1 2022Q4 20238
BRIGGS ADVISORY GROUP, INC. 881.02%1.30%1.74%Q4 2021Q3 20238
Linscomb & Williams, Inc. 880.01%0.03%0.04%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.01%0.03%0.06%Q4 2018Q3 20218
Goodwin Investment Advisory 880.03%0.31%0.44%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q3 2018Q2 20208
REGATTA CAPITAL GROUP, LLC 880.13%0.21%0.29%Q4 2021Q3 20238
First Capital Advisors Group, LLC. 711.10%1.51%2.16%Q4 2018Q2 20238
TAGStone Capital, Inc. 880.61%0.67%0.74%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.39%0.80%1.56%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 880.90%0.97%1.02%Q4 2021Q3 20238
Strategic Blueprint, LLC 880.02%0.04%0.06%Q2 2021Q1 20238
WESPAC Advisors, LLC 880.29%0.80%1.44%Q2 2020Q1 20228
Dakota Wealth Management 880.01%0.27%0.57%Q4 2021Q3 20238
Good Life Advisors, LLC 610.05%0.07%0.09%Q2 2019Q1 20227
BOKF, NA 770.01%0.01%0.02%Q2 2019Q4 20207
PFM Asset Management LLC 774.15%5.45%7.16%Q1 2020Q3 20217
NATIONAL PLANNING CORP 510.00%0.10%0.18%Q4 2014Q3 20177
Benedetti & Gucer, Inc. 520.12%0.20%0.38%Q2 2021Q1 20237
IRONWOOD WEALTH MANAGEMENT, INC. 772.98%6.26%7.27%Q4 2020Q2 20227
HILLTOP WEALTH ADVISORS, LLC 520.14%0.25%0.61%Q4 2019Q1 20227
Twelve Points Wealth Management LLC 770.29%0.35%0.38%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
Confluence Wealth Services, Inc. 610.02%0.14%0.43%Q4 2021Q3 20237
Armbruster Capital Management, Inc. 770.07%0.07%0.07%Q3 2016Q1 20187
Wescott Financial Advisory Group, LLC 770.58%0.71%0.85%Q1 2022Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Legacy Wealth Management, Inc 510.01%10.06%18.75%Q4 2013Q4 20187
Magnolia Wealth Management, LLC 439.00%9.62%10.18%Q4 2021Q3 20237
American Financial Network Advisory Services LLC 771.11%6.31%13.31%Q1 2018Q3 20197
BARCLAYS PLC 520.00%0.00%0.00%Q1 2017Q2 20217
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Avior Wealth Management, LLC 310.00%0.00%0.01%Q2 2019Q3 20237
Family Management Corp 770.62%1.03%1.27%Q4 2018Q2 20207
RFG Advisory, LLC 770.01%0.03%0.10%Q1 2022Q3 20237
CHERRYDALE WEALTH MANAGEMENT, LLC 771.65%6.03%7.55%Q2 2022Q4 20237
AMI INVESTMENT MANAGEMENT INC 770.14%0.16%0.17%Q2 2018Q4 20197
Ironwood Financial, llc 430.01%0.01%0.01%Q4 2014Q3 20167
Weaver Consulting Group 770.02%0.03%0.04%Q1 2019Q3 20207
Koshinski Asset Management, Inc. 430.01%0.02%0.04%Q3 2021Q3 20237
Source Financial Advisors LLC 430.18%0.93%1.99%Q2 2021Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
MJP ASSOCIATES INC /ADV 770.06%0.07%0.08%Q1 2022Q3 20237
Orion Capital Management LLC 770.02%0.05%0.12%Q4 2020Q2 20227
Truadvice, LLC 320.06%0.11%0.15%Q4 2020Q2 20237
Wick Capital Partners, LLC 437.68%9.49%13.87%Q4 2021Q3 20237
Tradewinds Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
CIGNA INVESTMENTS INC /NEW 770.77%1.38%1.62%Q4 2021Q2 20237
Advisor OS, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Pacific Center for Financial Services 770.01%0.01%0.01%Q1 2018Q3 20197
HRT FINANCIAL LP 210.00%0.01%0.04%Q2 2019Q3 20237
9258 Wealth Management, LLC 430.07%0.25%0.79%Q4 2021Q3 20237
INVESTMENT PARTNERS, LTD. 610.17%0.25%0.33%Q4 2016Q3 20187
RBF Capital, LLC 430.04%0.06%0.09%Q3 2018Q3 20237
HM PAYSON & CO 430.00%0.01%0.02%Q1 2017Q2 20227
Washington Trust Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Northwest Bancshares, Inc. 770.10%6.87%14.56%Q4 2017Q2 20197
MISSION WEALTH MANAGEMENT, LP 510.01%0.02%0.03%Q4 2018Q2 20227
Sterling Investment Counsel, LLC 770.18%0.29%0.38%Q1 2022Q3 20237
REILLY FINANCIAL ADVISORS, LLC 610.00%0.00%0.00%Q1 2019Q1 20217
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2019Q3 20237
Mirae Asset Global Investments Co., Ltd. 770.00%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.10%0.12%0.16%Q1 2022Q3 20237
Belpointe Asset Management LLC 770.01%0.02%0.04%Q3 2021Q1 20237
Element Wealth, LLC 770.08%0.56%1.10%Q1 2022Q3 20237
ALERUS FINANCIAL NA 665.17%5.56%6.81%Q2 2022Q3 20236
ANGELES WEALTH MANAGEMENT, LLC 660.36%2.33%3.72%Q2 2022Q3 20236
Waverly Advisors, LLC 510.02%0.18%0.29%Q4 2021Q3 20236
Wedmont Private Capital 420.03%0.04%0.05%Q1 2022Q3 20236
BRANDES INVESTMENT PARTNERS, LP 420.01%0.16%0.74%Q4 2021Q3 20236
Truvestments Capital LLC 310.00%0.00%0.00%Q1 2019Q4 20216
Avantax Planning Partners, Inc. 660.04%0.10%0.12%Q2 2022Q3 20236
Amica Retiree Medical Trust 660.18%0.34%0.67%Q2 2022Q3 20236
BerganKDV Wealth Management, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Capital Advisors Wealth Management, LLC 660.12%0.16%0.18%Q1 2022Q2 20236
PENOBSCOT WEALTH MANAGEMENT 662.26%3.12%4.74%Q2 2022Q3 20236
Forum Private Client Group LLC 662.60%3.74%4.48%Q1 2022Q2 20236
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
MATHER GROUP, LLC. 660.04%0.05%0.08%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.01%0.02%0.02%Q4 2020Q1 20226
WEALTHSOURCE PARTNERS, LLC 420.02%1.00%2.65%Q2 2019Q4 20216
AdvicePeriod, LLC 660.17%0.18%0.20%Q1 2020Q2 20216
Kohmann Bosshard Financial Services, LLC 420.09%0.11%0.14%Q2 2019Q4 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Colonial River Wealth Management, LLC 330.17%1.62%2.92%Q1 2022Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
MARINO, STRAM & ASSOCIATES LLC 660.03%0.04%0.04%Q4 2017Q1 20196
New England Investment & Retirement Group, Inc. 510.04%0.12%0.16%Q2 2018Q1 20206
Prostatis Group LLC 510.02%0.43%0.70%Q4 2020Q2 20236
WFA of San Diego, LLC 210.08%0.10%0.12%Q3 2021Q3 20236
Qube Research & Technologies Ltd 210.00%0.01%0.03%Q1 2021Q3 20236
Rede Wealth, LLC 660.42%0.81%1.06%Q2 2022Q3 20236
Sargent Bickham Lagudis LLC 510.00%0.00%0.00%Q2 2017Q1 20226
Aspire Wealth Management Corp 660.01%0.02%0.03%Q4 2021Q1 20236
CHOREO, LLC 330.02%0.04%0.14%Q1 2018Q3 20236
Sharkey, Howes & Javer 660.08%0.11%0.14%Q2 2022Q3 20236
MORRIS FINANCIAL CONCEPTS, INC. 660.02%0.04%0.05%Q2 2022Q3 20236
Connectus Wealth, LLC 660.21%0.32%0.50%Q2 2022Q3 20236
CITY HOLDING CO 660.00%0.00%0.00%Q3 2021Q4 20226
PINNACLE FINANCIAL PARTNERS INC 510.02%0.14%0.18%Q2 2019Q3 20236
MA Private Wealth 660.59%0.74%0.89%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.05%0.09%0.17%Q2 2022Q3 20236
CHATHAM CAPITAL GROUP, INC. 660.37%0.43%0.56%Q2 2022Q3 20236
OLD NATIONAL BANCORP /IN/ 510.01%0.21%0.25%Q3 2018Q1 20236
RPG Investment Advisory, LLC 660.83%1.12%1.30%Q1 2021Q2 20226
FSM Wealth Advisors, LLC 660.23%0.30%0.42%Q2 2022Q3 20236
HARVEST CAPITAL MANAGEMENT INC 663.60%7.06%11.14%Q1 2018Q2 20196
FIFTH THIRD SECURITIES, INC. 550.04%0.07%0.09%Q3 2022Q3 20235
Ascent Group, LLC 550.03%0.10%0.20%Q3 2022Q3 20235
Baystate Wealth Management LLC 410.00%0.01%0.02%Q2 2020Q3 20235
Retirement Group, LLC 550.00%0.01%0.02%Q1 2021Q1 20225
BADGLEY PHELPS & BELL INC 550.38%0.49%0.74%Q2 2017Q2 20185
ASPIRIANT, LLC 550.02%0.03%0.03%Q1 2015Q1 20165
TELEMUS CAPITAL, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
NorthRock Partners, LLC 320.02%0.04%0.06%Q3 2019Q2 20225
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2020Q1 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.51%0.63%0.73%Q1 2020Q1 20215
EP Wealth Advisors, LLC 410.00%0.01%0.02%Q3 2019Q3 20235
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.01%0.07%0.14%Q3 2018Q4 20215
James J. Burns & Company, LLC 551.13%1.22%1.42%Q3 2022Q3 20235
CLIENT 1ST ADVISORY GROUP, LLC 550.13%0.18%0.20%Q3 2022Q3 20235
Sound Income Strategies, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Patrick Mauro Investment Advisor, INC. 554.41%4.94%5.27%Q3 2022Q3 20235
Clarus Wealth Advisors 550.02%0.02%0.04%Q2 2018Q2 20195
Aveo Capital Partners, LLC 550.04%0.04%0.05%Q1 2021Q1 20225
Lutz Financial Services LLC 410.10%0.11%0.12%Q3 2018Q1 20205
Van Cleef Asset Management,Inc 550.28%0.29%0.31%Q3 2022Q3 20235
Trek Financial, LLC 550.03%0.04%0.04%Q2 2021Q2 20225
Omega Financial Group, LLC 550.17%0.18%0.20%Q4 2018Q4 20195
McIlrath & Eck, LLC 550.50%0.57%0.70%Q3 2022Q3 20235
Balentine LLC 410.00%0.12%0.17%Q4 2018Q3 20235
Forward Management, LLC 320.00%0.01%0.04%Q3 2015Q1 20185
Global Financial Private Capital, Inc 550.02%0.04%0.10%Q3 2017Q3 20185
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
NATIXIS ADVISORS, L.P. 320.00%0.01%0.01%Q2 2018Q3 20225
ENZI WEALTH 550.26%0.48%0.65%Q3 2022Q3 20235
Relative Value Partners Group, LLC 410.14%0.17%0.25%Q1 2022Q3 20235
Graypoint LLC 410.02%0.03%0.03%Q2 2021Q1 20235
Greystone Financial Group, LLC 550.40%0.52%0.66%Q2 2022Q2 20235
ADVOCATE GROUP LLC 410.24%0.37%0.42%Q2 2022Q3 20235
Newbridge Financial Services Group, Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
Vantage Investment Advisors, LLC 550.00%0.00%0.01%Q2 2015Q2 20165
SILVER OAK SECURITIES, INCORPORATED 550.07%0.09%0.11%Q3 2022Q3 20235
FIRST TRUST ADVISORS LP 110.00%0.00%0.01%Q4 2015Q4 20225
Heritage Wealth Advisors 410.00%0.00%0.00%Q2 2022Q3 20235
VERITY Wealth Advisors 550.41%0.45%0.58%Q4 2022Q4 20235
Crewe Advisors LLC 210.00%0.00%0.02%Q2 2018Q3 20235
Colonial Trust Co / SC 550.02%0.05%0.08%Q3 2022Q3 20235
HOWLAND CAPITAL MANAGEMENT LLC 410.07%0.57%0.73%Q2 2022Q3 20235
ALTFEST L J & CO INC 550.07%0.08%0.11%Q4 2019Q4 20205
ROMANO BROTHERS AND COMPANY 550.05%0.06%0.07%Q3 2022Q3 20235
Clearwater Capital Advisors, LLC 550.05%0.07%0.08%Q3 2017Q3 20185
BARRETT & COMPANY, INC. 550.04%0.05%0.05%Q3 2022Q3 20235
HARVEST GROUP WEALTH MANAGEMENT, LLC 555.02%5.38%5.81%Q1 2022Q1 20235
Sage Capital Advisors,llc 550.25%0.33%0.37%Q2 2021Q2 20225
WASHINGTON TRUST BANK 550.00%0.00%0.00%Q2 2017Q2 20185
Darwin Wealth Management, LLC 410.00%0.13%0.21%Q4 2017Q1 20205
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Stephens Consulting, LLC 550.02%0.05%0.13%Q3 2022Q3 20235
Columbus Macro, LLC 440.13%0.15%0.16%Q4 2022Q3 20234
Alaethes Wealth LLC 440.00%0.01%0.01%Q2 2021Q1 20224
Coppell Advisory Solutions LLC 440.27%0.40%0.67%Q4 2022Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Roof Eidam Maycock Peralta, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Corient Private Wealth LLC 440.52%0.62%0.77%Q4 2022Q3 20234
RTD Financial Advisors, Inc. 310.03%0.04%0.04%Q4 2021Q4 20224
CBIZ Investment Advisory Services, LLC 310.04%0.06%0.10%Q4 2019Q3 20214
TOWNSQUARE CAPITAL LLC 440.03%0.04%0.05%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.14%0.30%0.36%Q4 2022Q3 20234
Goldstein Advisors, LLC 441.89%1.95%2.05%Q4 2022Q3 20234
Roundview Capital LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.46%0.66%1.02%Q4 2022Q3 20234
Pallas Capital Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
SWMG, LLC 442.69%3.19%3.76%Q3 2022Q2 20234
TRUST CO OF VERMONT 210.00%0.00%0.00%Q2 2021Q3 20224
COLLECTIVE FAMILY OFFICE LLC 440.64%0.73%0.83%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 440.12%0.12%0.13%Q4 2017Q3 20184
Legacy Bridge, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 446.10%6.32%6.56%Q4 2022Q3 20234
AFS Financial Group, LLC 440.49%0.79%0.92%Q4 2022Q3 20234
Princeton Global Asset Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.00%0.00%Q1 2018Q4 20184
Modera Wealth Management, LLC 310.01%0.01%0.01%Q2 2021Q1 20234
Carr Financial Group Corp 441.02%1.10%1.36%Q4 2022Q3 20234
Fieldpoint Private Securities, LLC 440.01%0.01%0.02%Q3 2017Q2 20184
Strategic Investment Solutions, Inc. /IL 440.63%2.19%4.29%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.15%0.21%0.36%Q4 2022Q3 20234
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q3 2022Q3 20234
MILESTONE WEALTH, LLC 440.14%0.19%0.24%Q4 2021Q3 20224
WEALTH EFFECTS LLC 440.35%0.41%0.48%Q4 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 310.00%0.00%0.00%Q4 2021Q4 20224
RMB Capital Management, LLC 440.01%0.01%0.02%Q3 2021Q2 20224
FIDUCIARY TRUST INTERNATIONAL LLC 310.03%0.10%0.26%Q4 2018Q4 20194
Surevest, LLC 440.18%2.84%3.81%Q4 2021Q3 20224
Breakwater Capital Group 440.16%0.19%0.23%Q4 2022Q3 20234
Schechter Investment Advisors, LLC 440.02%0.16%0.31%Q4 2021Q3 20224
TBH Global Asset Management, LLC 210.16%2.65%5.51%Q4 2019Q4 20224
WESBANCO BANK INC 310.02%0.05%0.07%Q1 2017Q1 20184
OXFORD FINANCIAL GROUP, LTD. LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Family Asset Management, LLC 440.02%0.20%0.49%Q4 2022Q3 20234
Kalos Management, Inc. 440.08%0.10%0.13%Q1 2021Q4 20214
Pasadena Private Wealth, LLC 440.31%7.71%10.36%Q1 2019Q4 20194
PROFFITT & GOODSON INC 440.15%0.16%0.18%Q4 2022Q3 20234
Hilltop Partners LLC 440.87%4.20%5.74%Q4 2022Q3 20234
RFP Financial Group LLC 443.64%5.46%10.22%Q4 2022Q3 20234
Trexquant Investment LP 110.01%0.01%0.02%Q2 2021Q3 20234
Ashburton (Jersey) Ltd 440.02%0.02%0.03%Q2 2018Q1 20194
Standpoint Asset Management, LLC 449.11%9.21%9.29%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 441.37%4.24%8.36%Q4 2022Q3 20234
Strengthening Families & Communities, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Wealth Quarterback LLC 210.00%1.85%2.96%Q1 1987Q3 20224
Life Planning Partners, Inc 440.23%0.26%0.29%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.27%0.31%0.38%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.12%0.13%0.14%Q4 2020Q3 20214
Talisman Wealth Advisors LLC 440.76%0.98%1.20%Q4 2022Q3 20234
Madison Asset Management, LLC 440.08%0.09%0.10%Q1 2022Q4 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.12%0.13%0.15%Q4 2022Q3 20234
MorganRosel Wealth Management, LLC 440.31%0.32%0.33%Q4 2022Q3 20234
Sharper & Granite LLC 440.18%0.19%0.22%Q4 2022Q3 20234
Sage Mountain Advisors LLC 440.06%0.09%0.12%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q1 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Next Capital Management LLC 440.06%0.07%0.09%Q4 2018Q3 20194
Prosperity Planning, Inc. 440.06%0.07%0.08%Q2 2021Q1 20224
Sound Stewardship, LLC 440.37%0.39%0.41%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Virtu KCG Holdings LLC 220.01%0.04%0.09%Q1 2016Q1 20174
TruWealth Advisors, LLC 441.26%1.84%2.13%Q3 2021Q2 20224
FORTE ASSET MANAGEMENT LLC 445.27%6.34%6.97%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.08%0.08%0.08%Q2 2020Q1 20214
ACAS, LLC 440.27%0.31%0.35%Q1 2021Q4 20214
SHINE INVESTMENT ADVISORY SERVICES INC 440.01%0.02%0.02%Q1 2019Q4 20194
Arista Wealth Management, LLC 440.66%0.96%1.29%Q4 2022Q3 20234
Red Wave Investments LLC 440.31%0.32%0.33%Q4 2022Q3 20234
ASSETMARK, INC 220.00%0.00%0.00%Q2 2020Q2 20214
DRW Securities, LLC 210.06%0.18%0.38%Q4 2019Q1 20224
DIVIDEND ASSETS CAPITAL, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Smithfield Trust Co 440.03%0.03%0.04%Q4 2022Q3 20234
KM Capital Management Ltd. 440.55%1.19%1.73%Q4 2022Q3 20234
BEACON FINANCIAL PLANNING, INC 442.88%3.06%3.18%Q4 2022Q3 20234
OLIO Financial Planning 440.13%0.18%0.21%Q4 2021Q3 20224
Wealth Advisory Solutions, LLC 440.24%0.26%0.28%Q4 2019Q3 20204
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Essex Savings Bank 310.01%0.04%0.09%Q4 2018Q3 20234
COZAD ASSET MANAGEMENT INC 440.08%0.08%0.08%Q4 2022Q3 20234
Willis Johnson & Associates, Inc. 440.06%0.06%0.07%Q4 2020Q3 20214
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
SUNTRUST BANKS INC 440.00%0.00%0.00%Q4 2018Q3 20194
Verum Partners LLC 440.91%1.91%2.49%Q4 2022Q3 20234
IEQ CAPITAL, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 210.00%0.03%0.10%Q1 2021Q3 20234
QCM Cayman, Ltd. 440.44%1.52%2.47%Q4 2020Q3 20214
Avestar Capital, LLC 440.31%0.37%0.40%Q4 2022Q3 20234
Williams Jones Wealth Management, LLC. 440.01%0.01%0.01%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.07%0.48%0.91%Q4 2022Q3 20234
Financial Alternatives, Inc 440.82%0.87%0.96%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.03%0.04%0.06%Q4 2022Q3 20234
Waterford Advisors, LLC 440.15%0.19%0.26%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.21%0.23%0.25%Q4 2022Q3 20234
Atlantic Private Wealth, LLC 310.04%0.19%0.26%Q4 2021Q1 20234
Gupta Wealth Management LLC 440.01%0.01%0.01%Q2 2015Q1 20164
Northeast Financial Consultants Inc 440.01%0.01%0.01%Q4 2022Q3 20234
Avalon Investment & Advisory 440.01%0.06%0.22%Q2 2019Q1 20204
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2020Q4 20204
Bison Wealth, LLC 440.28%0.75%1.26%Q4 2022Q3 20234
Private Ocean, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
ForthRight Wealth Management, LLC 310.10%0.12%0.14%Q4 2020Q3 20234
FAS Wealth Partners, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Beaird Harris Wealth Management, LLC 330.00%0.01%0.03%Q1 2023Q3 20233
HAZLETT, BURT & WATSON, INC. 330.02%0.05%0.07%Q1 2023Q3 20233
CEDAR HILL ASSOCIATES, LLC 330.27%0.65%0.92%Q2 2018Q4 20183
Foster Victor Wealth Advisors, LLC 330.50%0.53%0.56%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.00%0.02%0.03%Q4 2022Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Rooted Wealth Advisors, Inc. 330.38%3.91%5.85%Q1 2023Q3 20233
Cypress Capital Group 330.18%0.18%0.18%Q1 2021Q3 20213
Gibson Capital, LLC 330.08%0.08%0.08%Q2 2019Q4 20193
BIP Wealth, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Argentus Capital Management, LLC 330.00%0.05%0.10%Q1 2016Q3 20163
Cape Investment Advisory, Inc. 330.05%0.06%0.06%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
Regent Peak Wealth Advisors LLC 330.06%0.06%0.06%Q2 2021Q4 20213
FLC Capital Advisors 330.12%0.13%0.13%Q1 2021Q3 20213
Accurate Wealth Management, LLC 330.04%0.75%1.91%Q4 2022Q2 20233
KING LUTHER CAPITAL MANAGEMENT CORP 210.00%0.00%0.00%Q4 2018Q4 20213
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Wealthstream Advisors, Inc. 330.27%0.28%0.28%Q4 2021Q2 20223
NewEdge Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MKD WEALTH COACHES, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
R. W. Roge & Company, Inc. 333.94%5.23%5.97%Q1 2023Q3 20233
Southeast Asset Advisors Inc. 330.12%0.13%0.14%Q3 2019Q1 20203
TIAA, FSB 330.00%0.00%0.01%Q4 2017Q2 20183
Sterling Group Wealth Management, LLC 330.24%0.25%0.26%Q1 2023Q3 20233
Wealth CMT 212.38%4.01%6.96%Q3 2022Q2 20233
FORBES J M & CO LLP 331.45%1.51%1.56%Q1 2018Q3 20183
Mach-1 Financial Group, LLC 210.00%0.02%0.05%Q2 2022Q1 20233
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Regency Capital Management Inc.\DE 210.01%0.02%0.03%Q1 2021Q1 20223
SevenBridge Financial Group, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
WESTERN FINANCIAL Corp 330.11%0.13%0.14%Q2 2021Q4 20213
SMITH CHAS P & ASSOCIATES PA CPAS 330.03%0.03%0.03%Q3 2017Q1 20183
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAHILL FINANCIAL ADVISORS INC 210.01%0.03%0.04%Q3 2021Q3 20233
Glass Jacobson Investment Advisors llc 210.50%0.53%0.56%Q4 2022Q3 20233
Congress Wealth Management LLC / DE / 330.01%0.01%0.01%Q4 2021Q2 20223
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q4 2021Q4 20223
RESOLUTE FINANCIAL, LLC 330.18%0.19%0.20%Q4 2021Q2 20223
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2022Q2 20233
HCR Wealth Advisors 110.01%0.02%0.03%Q4 2019Q4 20203
Sowa Financial Group, Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
Y-Intercept (Hong Kong) Ltd 210.04%0.05%0.05%Q2 2022Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q4 2019Q4 20233
MAYPORT, LLC 330.34%0.36%0.40%Q1 2023Q3 20233
Pinnacle Bancorp, Inc. 210.02%0.02%0.02%Q1 2017Q1 20193
Financial Sense Advisors, Inc. 333.37%3.62%3.91%Q1 2021Q3 20213
Wagner Wealth Management, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
H&H Retirement Design & Management INC 330.34%0.40%0.44%Q2 2022Q4 20223
Treybourne Wealth Planners, Inc. 332.05%2.24%2.35%Q4 2020Q2 20213
Connecticut Wealth Management, LLC 330.17%0.18%0.19%Q1 2023Q3 20233
Laurel Wealth Advisors, Inc. 330.03%0.04%0.06%Q1 2021Q3 20213
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
Capital Group Private Client Services, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
SG Americas Securities, LLC 210.01%0.01%0.02%Q2 2013Q1 20163
Sandy Cove Advisors, LLC 331.32%1.52%1.78%Q1 2023Q3 20233
Virtu Financial LLC 110.02%0.04%0.06%Q2 2018Q4 20193
Headlands Technologies LLC 210.00%0.10%0.22%Q4 2022Q3 20233
Argent Wealth Management LLC 330.09%0.15%0.24%Q4 2019Q2 20203
Meridian Wealth Advisors, LLC 330.14%0.17%0.22%Q4 2018Q2 20193
HighMark Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MILESTONE ASSET MANAGEMENT, LLC 330.09%0.11%0.13%Q4 2022Q2 20233
Latitude Advisors, LLC 330.06%0.07%0.07%Q3 2021Q1 20223
Burleson & Company, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.02%0.04%Q3 2022Q3 20233
Missouri Trust & Investment Co 330.00%0.00%0.00%Q4 2021Q2 20223
LVZ, Inc. 330.27%0.34%0.42%Q2 2018Q4 20183
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.16%0.18%0.21%Q4 2021Q3 20233
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Sterling Financial Planning, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Royal Fund Management, LLC 110.00%0.01%0.01%Q4 2017Q4 20183
PFG Investments, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Kovitz Investment Group Partners, LLC 330.38%0.42%0.46%Q1 2023Q3 20233
MainStreet Investment Advisors LLC 220.05%0.08%0.11%Q1 2019Q2 20192
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.06%0.12%Q4 2018Q3 20232
WADE G W & INC 220.01%0.01%0.01%Q2 2023Q3 20232
COLTON GROOME FINANCIAL ADVISORS, LLC 220.96%2.35%3.73%Q4 2021Q1 20222
Edge Capital Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
FineMark National Bank & Trust 220.01%0.01%0.01%Q1 2019Q2 20192
PFS INVESTMENTS INC. 220.71%1.43%2.14%Q4 2021Q1 20222
ProVise Management Group, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Financial Connections Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Portfolio Solutions, LLC 220.57%0.87%1.18%Q2 2022Q3 20222
GIRARD PARTNERS LTD. 110.01%0.19%0.38%Q3 2018Q4 20222
Beta Wealth Group, Inc. 220.15%0.15%0.15%Q3 2022Q4 20222
Beacon Pointe Wealth Advisors, LLC 220.08%0.10%0.12%Q3 2019Q4 20192
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Apollon Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
US FINANCIAL ADVISORS, LLC 220.20%0.22%0.24%Q4 2020Q1 20212
True Capital Management 220.26%0.27%0.28%Q4 2022Q1 20232
FOUNDERS FINANCIAL SECURITIES LLC 110.03%0.71%1.39%Q4 2021Q4 20222
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
WC Walker & Associates, Inc. 220.80%0.92%1.04%Q3 2022Q4 20222
FIDUCIARY TRUST CO 220.01%0.01%0.01%Q1 2023Q2 20232
UMB Bank, n.a. 220.01%0.01%0.01%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Armor Investment Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
CALIBER WEALTH MANAGEMENT, LLC 220.20%0.22%0.25%Q4 2020Q1 20212
Squarepoint Ops LLC 220.00%0.01%0.01%Q1 2023Q2 20232
JGP Wealth Management, LLC 220.14%0.17%0.20%Q4 2018Q1 20192
ETRADE Capital Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Hoxton Financial, Inc. 220.06%0.06%0.06%Q4 2015Q1 20162
Laurel Wealth Planning LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Shelter Mutual Insurance Co 220.61%0.64%0.67%Q2 2023Q3 20232
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
American Trust 220.03%0.03%0.03%Q1 2023Q2 20232
Capital Planning Advisors, LLC 220.31%0.31%0.31%Q2 2023Q3 20232
Alexandria Capital, LLC 220.02%0.02%0.02%Q3 2015Q4 20152
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
CANANDAIGUA NATIONAL BANK & TRUST CO 220.04%0.05%0.05%Q3 2017Q4 20172
Relyea Zuckerberg Hanson LLC 220.23%1.15%2.07%Q4 2019Q1 20202
CVA Family Office, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
LOCKERMAN FINANCIAL GROUP, INC. 220.56%0.57%0.58%Q2 2023Q3 20232
Ellevest, Inc. 110.00%0.00%0.00%Q4 2019Q3 20222
Visionary Wealth Advisors 220.03%0.03%0.03%Q1 2022Q2 20222
COWA, LLC 220.03%0.37%0.72%Q4 2020Q1 20212
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.17%0.17%0.17%Q2 2023Q3 20232
GeoWealth Management, LLC 110.58%1.62%2.67%Q2 2019Q4 20192
Corbenic Partners LLC 220.03%0.03%0.03%Q3 2017Q4 20172
Quantitative Strategies, Inc. 222.56%2.60%2.64%Q2 2023Q3 20232
Vivaldi Capital Management LP 220.06%0.06%0.07%Q2 2020Q3 20202
Spectrum Asset Management, Inc. (NB/CA) 220.06%0.07%0.08%Q4 2021Q1 20222
Disciplina Capital Management LLC 2218.76%26.75%34.73%Q4 2018Q1 20192
Intelligent Financial Strategies 220.16%0.16%0.16%Q4 2021Q1 20222
Stone Asset Management Inc. 221.49%1.51%1.52%Q1 2022Q2 20222
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Financial Advisors, LLC 2215.10%16.58%18.07%Q4 2018Q1 20192
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.01%0.01%Q3 2018Q4 20212
Tranquilli Financial Advisor LLC 221.20%2.54%3.89%Q4 2021Q1 20222
Center for Financial Planning, Inc. 110.00%0.01%0.01%Q1 2021Q1 20232
Alpine Global Management, LLC 220.09%0.12%0.16%Q4 2022Q1 20232
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2020Q2 20212
ACUTE INVESTMENT ADVISORY, LLC 220.38%1.01%1.65%Q4 2021Q1 20222
Horizon Investments, LLC 221.76%4.56%7.36%Q4 2021Q1 20222
Financial Planners of Cleveland, Inc. 221.09%2.99%4.89%Q4 2021Q1 20222
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
Gilman Hill Asset Management, LLC 220.13%0.13%0.13%Q2 2015Q3 20152
LGL PARTNERS, LLC 220.09%0.09%0.10%Q4 2017Q1 20182
F3Logic, LLC 220.51%0.57%0.64%Q1 2018Q2 20182
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Shoker Investment Counsel, Inc. 220.26%0.26%0.26%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Global Beta Advisors LLC 2235.47%35.62%35.76%Q4 2019Q1 20202
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Stonebridge Capital Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Ascension Capital Advisors, Inc. 220.20%0.21%0.23%Q4 2019Q1 20202
Cherry Tree Wealth Management, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Icon Wealth Advisors, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 220.07%0.08%0.09%Q1 2020Q2 20202
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
Ferris Capital, LLC 110.02%0.02%0.02%Q2 2017Q1 20182
Beaumont Financial Partners, LLC 110.08%0.38%0.68%Q4 2015Q2 20192
Coppell Advisory Solutions Corp. 220.27%0.32%0.36%Q4 2022Q1 20232
Red Tortoise LLC 110.52%0.52%0.52%Q3 2021Q4 20222
Karp Capital Management Corp 220.20%2.27%4.34%Q2 2022Q3 20222
Financial Management Professionals, Inc. 221.30%1.40%1.50%Q1 2023Q2 20232
GRAND WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
High Falls Advisors, Inc 220.07%0.07%0.07%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lunt Capital Management, Inc. 221.06%1.08%1.10%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pacifica Partners Inc. 220.02%0.02%0.02%Q1 2022Q2 20222
Fiduciary Planning LLC 220.14%0.97%1.80%Q2 2023Q3 20232
Independence Advisors, LLC 220.03%0.03%0.03%Q2 2020Q3 20202
Pathway Financial Advisors LLC 220.00%0.00%0.00%Q1 2018Q2 20182
PFS Partners, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Golden State Wealth Management, LLC 110.00%0.10%0.20%Q2 2019Q2 20202
Hilltop Holdings Inc. 220.09%0.12%0.15%Q2 2018Q3 20182
First Personal Financial Services 110.00%0.00%0.00%Q4 2015Q4 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Emerald Advisors, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
PRW Wealth Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Wilmington Trust, National Association 110.01%0.01%0.01%Q2 2014Q2 20141
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Leverty Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Register Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CNB Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
4Thought Financial Group Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q3 2023Q3 20231
Lake Point Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
Fulcrum Capital LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2017Q2 20171
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2018Q3 20181
Impact Partnership Wealth, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Investment Counsel, Inc 110.01%0.01%0.01%Q3 2019Q3 20191
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
Fiera Capital Corp 110.00%0.00%0.00%Q1 2020Q1 20201
CFO4Life, L.P. 110.57%0.57%0.57%Q4 2022Q4 20221
Fragasso Group Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
WealthCare Investment Partners, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Alaska Permanent Capital Management 110.58%0.58%0.58%Q2 2019Q2 20191
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
BELLEVUE ASSET MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Covestor Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Samalin Investment Counsel, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Stearns Financial Services Group 110.08%0.08%0.08%Q3 2020Q3 20201
VANCE WEALTH, INC. 110.78%0.78%0.78%Q4 2021Q4 20211
Oak Asset Management, LLC 110.34%0.34%0.34%Q2 2022Q2 20221
Legacy Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Systelligence, LLC 111.71%1.71%1.71%Q3 2020Q3 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Apella Capital, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Holistic Financial Partners 111.15%1.15%1.15%Q1 2019Q1 20191
Affiance Financial, LLC 112.04%2.04%2.04%Q4 2022Q4 20221
THORNBURG INVESTMENT MANAGEMENT INC 110.38%0.38%0.38%Q2 2022Q2 20221
WILMINGTON TRUST CO 110.02%0.02%0.02%Q2 2014Q2 20141
CAPITAL ONE, NATIONAL ASSOCIATION 110.80%0.80%0.80%Q4 2019Q4 20191
Prosperitas Financial LLC 114.53%4.53%4.53%Q3 2023Q3 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
RWA WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Clarity Wealth Advisors, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Focused Wealth Management, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Delphi Private Advisors LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cable Hill Partners, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Security Financial Services, INC. 110.09%0.09%0.09%Q2 2023Q2 20231
RAND WEALTH, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Transamerica Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Cardinal Strategic Wealth Guidance 110.00%0.00%0.00%Q3 2023Q3 20231
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Charles Schwab Investment Advisory, Inc. 110.04%0.04%0.04%Q4 2014Q4 20141
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.20%0.20%0.20%Q3 2018Q3 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Castleview Partners, LLC 115.47%5.47%5.47%Q1 2018Q1 20181
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q1 2021Q1 20211
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Guardian Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CETERA INVESTMENT MANAGEMENT LLC 110.14%0.14%0.14%Q4 2015Q4 20151
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Hudock, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
WealthStone, Inc. 110.10%0.10%0.10%Q1 2021Q1 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Aevitas Wealth Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
True North Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 110.75%0.75%0.75%Q3 2023Q3 20231
Strid Group, LLC 110.26%0.26%0.26%Q4 2018Q4 20181
WealthShield Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
FLYNN ZITO CAPITAL MANAGEMENT, LLC 111.81%1.81%1.81%Q2 2022Q2 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Farmers National Bank 110.01%0.01%0.01%Q4 2017Q4 20171
ELM ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Wakefield Asset Management LLLP 110.26%0.26%0.26%Q4 2019Q4 20191
CANANDAIGUA NATIONAL CORP 110.29%0.29%0.29%Q3 2020Q3 20201
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Second Half Financial Partners, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Windsor Advisory Group, LLC 110.80%0.80%0.80%Q4 2022Q4 20221
QUEST CAPITAL MANAGEMENT INC /ADV 114.32%4.32%4.32%Q4 2018Q4 20181
Madrona Financial Services, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Integre Asset Management, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
HL FINANCIAL SERVICES LLC 110.02%0.02%0.02%Q4 2018Q4 20181
STRATEGY ASSET MANAGERS LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Kovack Advisors, Inc. 110.08%0.08%0.08%Q2 2017Q2 20171
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Goodman Financial Corp 110.05%0.05%0.05%Q4 2021Q4 20211
Family Capital Trust Co 110.48%0.48%0.48%Q1 2022Q1 20221
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Crumly & Associates Inc. 110.63%0.63%0.63%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.38%0.38%0.38%Q4 2020Q4 20201
Sigma Investment Management Co 111.31%1.31%1.31%Q4 2018Q4 20181
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Merit Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Apeiron RIA LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Integrated Investment Consultants, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ERN LLC 111.02%1.02%1.02%Q2 2022Q2 20221
Cornerstone Retirement Group, Inc. 111.34%1.34%1.34%Q3 2023Q3 20231
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Kaye Capital Management 110.54%0.54%0.54%Q4 2022Q4 20221
RITHOLTZ WEALTH MANAGEMENT 110.10%0.10%0.10%Q3 2020Q3 20201
Biltmore Capital Advisors LLC 114.25%4.25%4.25%Q4 2018Q4 20181
IFC Holdings Incorporated/FL 110.03%0.03%0.03%Q3 2017Q3 20171
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Compass Ion Advisors, LLC 117.98%7.98%7.98%Q3 2023Q3 20231
Archer Investment Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Permit Capital Advisors, LLC 111.02%1.02%1.02%Q1 2022Q1 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
LJI Wealth Management, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
B. Riley Wealth Management, Inc. 110.08%0.08%0.08%Q1 2019Q1 20191
Joseph Group Capital Management 110.05%0.05%0.05%Q4 2022Q4 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.03%0.03%0.03%Q4 2022Q4 20221
Financial Consulate Inc. 110.70%0.70%0.70%Q2 2021Q2 20211
Upper Left Wealth Management, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.48%0.48%0.48%Q1 2018Q1 20181
Urban Wealth Management, LLC 110.41%0.41%0.41%Q2 2022Q2 20221
VSR Financial Services, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Octavia Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
GoalVest Advisory LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Americana Partners, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
MANCHESTER FINANCIAL INC 110.03%0.03%0.03%Q3 2020Q3 20201
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
JSF Financial, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Argent Trust Co 110.02%0.02%0.02%Q1 2022Q1 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
Moors & Cabot, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Jane Street Holding, LLC 110.04%0.04%0.04%Q3 2013Q3 20131
Claraphi Advisory Network, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
SVB WEALTH LLC 110.01%0.01%0.01%Q2 2022Q2 20221
USAdvisors Wealth Management, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
TKG Advisors, LLC 110.71%0.71%0.71%Q4 2022Q4 20221
External links

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