ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.21%Q2 2013Q3 202396
Tortoise Investment Management, LLC 44440.00%1.69%2.25%Q4 2012Q3 202347
AMERIPRISE FINANCIAL INC 42420.00%0.11%0.23%Q2 2013Q3 202342
Bangor Savings Bank 42420.08%3.98%7.70%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%2.36%3.71%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.06%0.18%Q2 2013Q3 202342
US BANCORP \DE\ 38380.00%1.47%3.06%Q2 2014Q3 202342
ROYAL BANK OF CANADA 42420.00%0.09%0.16%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42423.42%9.12%11.84%Q2 2013Q3 202342
BlackRock Inc. 42420.03%0.11%0.35%Q2 2013Q3 202342
Cutler Group LLC / CA 720.00%0.01%0.18%Q2 2016Q3 202342
Aspen Investment Management Inc 42420.15%1.95%3.23%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.32%0.86%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.35%1.71%2.77%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.60%1.28%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.98%2.32%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.88%1.77%3.70%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.28%0.99%Q2 2013Q3 202342
FDx Advisors, Inc. 3290.05%1.80%7.08%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.00%0.14%0.40%Q3 2013Q3 202341
ASPIRIANT, LLC 41410.12%0.55%1.41%Q3 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 41410.05%0.31%0.76%Q3 2013Q3 202341
TD Capital Management LLC 27140.00%0.53%1.97%Q2 2013Q3 202341
LPL Financial LLC 28130.01%1.08%1.64%Q2 2013Q3 202341
FIRST HAWAIIAN BANK 41410.72%6.26%13.53%Q3 2013Q3 202341
Cetera Advisors LLC 41410.05%0.66%1.16%Q3 2013Q3 202341
WHITTIER TRUST CO OF NEVADA INC 41410.00%0.87%1.89%Q3 2013Q3 202341
Ancora Advisors LLC 41410.03%0.57%1.29%Q3 2013Q3 202341
Ballentine Partners, LLC 41410.14%4.58%8.03%Q3 2013Q3 202341
UNITED SERVICES AUTOMOBILE ASSOCIATION 40400.10%2.89%14.27%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 3710.00%0.06%0.25%Q2 2013Q3 202340
ASSETMARK, INC 40400.01%1.76%3.03%Q4 2013Q3 202340
Colonial Trust Advisors 40400.16%0.65%1.71%Q4 2013Q3 202340
CKW FINANCIAL GROUP 40400.01%13.14%19.94%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 3310.00%0.10%0.34%Q4 2012Q3 202340
JPMORGAN CHASE & CO 39390.00%0.27%1.05%Q1 2014Q3 202339
PRIVATE TRUST CO NA 39390.09%0.36%0.69%Q1 2014Q3 202339
COMERICA BANK 3810.00%0.10%0.48%Q3 2013Q3 202339
Cambridge Investment Research Advisors, Inc. 39390.01%0.25%0.51%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.14%0.19%0.24%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.54%0.83%1.06%Q1 2014Q3 202339
HighTower Advisors, LLC 39390.00%0.29%0.84%Q1 2014Q3 202339
Creative Planning 3310.00%0.53%1.60%Q3 2013Q3 202339
WHITTIER TRUST CO 39390.00%0.29%0.57%Q1 2014Q3 202339
WOLVERINE TRADING, LLC 610.00%0.01%0.02%Q3 2016Q3 202339
Courage Miller Partners, LLC 39390.20%0.55%0.67%Q1 2014Q3 202339
LOGAN CAPITAL MANAGEMENT INC 3540.01%0.03%0.14%Q4 2013Q3 202339
PLANNING ALTERNATIVES LTD /ADV 39390.09%0.77%1.68%Q1 2014Q3 202339
Rehmann Capital Advisory Group 23150.11%3.24%5.57%Q4 2013Q3 202338
Private Advisor Group, LLC 37370.00%0.36%0.77%Q3 2014Q3 202338
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 38380.07%1.85%4.56%Q2 2014Q3 202338
FineMark National Bank & Trust 38380.00%0.03%0.08%Q2 2014Q3 202338
Atria Investments, Inc 38380.10%1.29%2.62%Q2 2014Q3 202338
Cetera Advisor Networks LLC 38380.02%0.70%1.48%Q2 2014Q3 202338
GOFEN & GLOSSBERG LLC /IL/ 38380.08%0.22%0.32%Q3 2013Q4 202238
SENTINEL TRUST CO LBA 37370.08%3.56%11.02%Q3 2014Q3 202337
UBS Group AG 36360.00%0.58%1.16%Q4 2014Q3 202337
KEYBANK NATIONAL ASSOCIATION/OH 37370.01%2.17%3.75%Q3 2014Q3 202337
B. Riley Wealth Advisors, Inc. 3610.00%0.42%1.04%Q2 2014Q3 202337
Mirae Asset Global Investments Co., Ltd. 37370.23%1.33%4.48%Q3 2014Q3 202337
BOSTON RESEARCH & MANAGEMENT INC 37370.17%1.23%1.68%Q3 2014Q3 202337
Baystate Wealth Management LLC 37370.09%1.09%5.88%Q3 2014Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.05%0.19%Q3 2017Q3 202337
D.A. DAVIDSON & CO. 36360.00%0.05%0.11%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 363613.30%17.13%20.40%Q4 2014Q3 202336
Towercrest Capital Management 36362.49%5.37%10.70%Q4 2014Q3 202336
Modera Wealth Management, LLC 36360.31%2.02%5.18%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 36360.04%0.17%0.27%Q4 2014Q3 202336
CAPE COD FIVE CENTS SAVINGS BANK 36360.26%4.59%6.46%Q4 2014Q3 202336
Sigma Planning Corp 36360.28%0.53%0.86%Q4 2014Q3 202336
Regis Management CO LLC 36361.56%4.90%9.62%Q4 2014Q3 202336
Mariner, LLC 36360.03%0.94%1.75%Q4 2014Q3 202336
Regal Investment Advisors LLC 1310.01%0.36%0.66%Q2 2013Q3 202336
CITIGROUP INC 3310.00%0.01%0.02%Q1 2014Q3 202336
ALESCO ADVISORS LLC 36360.05%11.04%14.89%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.32%0.70%Q4 2013Q3 202336
M&T BANK CORP 21150.00%2.57%5.30%Q3 2014Q3 202336
Betterment LLC 36360.01%0.95%2.69%Q4 2014Q3 202336
MAI Capital Management 36360.08%1.05%1.68%Q4 2014Q3 202336
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 36360.02%0.14%0.49%Q4 2014Q3 202336
JOHNSON INVESTMENT COUNSEL INC 36360.01%0.04%0.20%Q4 2014Q3 202336
WEBSTER BANK, N. A. 36360.46%0.84%1.07%Q4 2014Q3 202336
Community Bank, N.A. 36362.26%4.29%5.42%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.04%0.49%1.07%Q4 2014Q3 202336
FORVIS Wealth Advisors, LLC 36360.06%0.58%1.34%Q4 2014Q3 202336
FOSTER DYKEMA CABOT & CO INC/MA 36361.63%6.44%8.75%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 22130.00%1.53%4.87%Q4 2014Q3 202335
Opus Capital Group, LLC 35350.04%2.37%4.53%Q1 2015Q3 202335
Argent Trust Co 35350.18%0.74%1.70%Q1 2015Q3 202335
MATHER GROUP, LLC. 35350.04%0.23%0.47%Q1 2015Q3 202335
Janney Montgomery Scott LLC 2960.01%0.47%1.05%Q3 2014Q3 202335
Crestwood Advisors Group, LLC 35350.82%3.32%7.54%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 35350.00%2.12%3.82%Q1 2015Q3 202335
CLEAR INVESTMENT RESEARCH, LLC 35352.52%6.17%8.25%Q1 2015Q3 202335
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 35350.04%0.27%2.19%Q1 2015Q3 202335
FIFTH THIRD BANCORP 3410.00%0.96%1.78%Q2 2014Q3 202335
CIBC Private Wealth Group, LLC 1390.00%0.01%0.04%Q2 2014Q3 202334
VICUS CAPITAL 23110.12%6.01%12.18%Q1 2015Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2860.00%1.25%2.42%Q1 2015Q3 202334
Citadel Advisors 1110.00%0.00%0.03%Q4 2014Q3 202334
Bank of New York Mellon Corp 34340.01%0.10%0.28%Q2 2015Q3 202334
GRIMES & COMPANY, INC. 34340.01%3.18%10.28%Q2 2015Q3 202334
Archford Capital Strategies, LLC 20140.01%1.25%3.91%Q3 2014Q3 202334
Veritable, L.P. 2770.01%0.03%0.07%Q3 2013Q2 202334
PARK AVENUE SECURITIES LLC 34340.08%4.15%14.11%Q2 2015Q3 202334
BAHL & GAYNOR INC 34340.00%0.03%0.07%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.38%0.83%Q2 2015Q3 202334
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 20140.32%6.18%15.38%Q1 2015Q3 202334
King Wealth Management Group 34340.42%0.86%1.81%Q2 2015Q3 202334
TWIN FOCUS CAPITAL PARTNERS, LLC 34340.44%5.47%8.42%Q2 2015Q3 202334
JANE STREET GROUP, LLC 610.00%0.15%0.71%Q1 2014Q3 202333
Stratos Wealth Partners, LTD. 33330.03%0.42%0.64%Q3 2015Q3 202333
Parsec Financial Management, Inc. 33330.11%0.30%0.64%Q1 2015Q1 202333
Raymond James Financial Services Advisors, Inc. 33330.02%0.81%1.47%Q3 2015Q3 202333
First Financial Bank - Trust Division 33330.07%4.45%8.60%Q4 2015Q4 202333
Wealth Architects, LLC 33330.52%1.85%3.38%Q3 2015Q3 202333
Alaska Permanent Capital Management 33334.34%12.30%18.92%Q3 2015Q3 202333
NORTHERN TRUST CORP 2810.00%0.03%0.08%Q1 2014Q3 202333
LINCOLN NATIONAL CORP 33330.02%0.11%0.23%Q3 2015Q3 202333
Family Capital Trust Co 33332.40%3.08%4.58%Q3 2015Q3 202333
Fort Point Capital Partners LLC 33330.56%2.36%5.24%Q3 2015Q3 202333
Truepoint, Inc. 33330.19%2.67%6.32%Q3 2015Q3 202333
Acropolis Investment Management, LLC 33330.09%1.45%2.33%Q3 2015Q3 202333
Haverford Trust Co 33330.05%2.43%4.62%Q3 2015Q3 202333
AXA S.A. 33330.01%0.05%0.13%Q3 2014Q3 202233
CIBC WORLD MARKET INC. 33330.00%0.02%0.04%Q3 2015Q3 202333
BOK Financial Private Wealth, Inc. 3030.09%0.78%3.87%Q4 2014Q3 202333
COLONY GROUP LLC 2710.01%0.30%0.78%Q3 2014Q3 202333
Wharton Business Group, LLC 32320.02%1.65%5.55%Q4 2015Q3 202332
HERITAGE INVESTORS MANAGEMENT CORP 32320.03%0.37%0.62%Q4 2015Q3 202332
Haverford Financial Services, Inc. 32320.09%0.22%0.39%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.06%1.72%9.54%Q4 2015Q3 202332
FRONT BARNETT ASSOCIATES LLC 32320.12%0.39%0.65%Q4 2015Q3 202332
ETF Portfolio Partners, Inc. 32320.38%0.86%2.44%Q4 2015Q3 202332
Heritage Wealth Advisors 32320.18%3.04%6.41%Q4 2015Q3 202332
Cetera Investment Advisers 32320.34%0.87%1.70%Q4 2015Q3 202332
Bartlett & Co. LLC 16160.01%1.17%2.67%Q4 2015Q4 202332
FAS Wealth Partners, Inc. 32320.09%0.46%1.09%Q4 2015Q3 202332
CWM, LLC 2480.08%1.81%2.70%Q3 2015Q3 202332
Bishop & Co Investment Management, LLC 32326.84%10.07%14.71%Q4 2015Q3 202332
Spectrum Management Group, LLC 32320.06%1.35%11.27%Q4 2014Q3 202232
Lowe Wealth Advisors, LLC 32320.00%2.31%4.12%Q1 2016Q4 202332
Anchor Investment Management, LLC 32320.01%0.02%0.06%Q1 2016Q4 202332
FIRST BUSINESS FINANCIAL SERVICES, INC. 32320.09%7.71%13.92%Q4 2015Q3 202332
Simplicity Solutions, LLC 32320.03%0.42%2.87%Q4 2015Q3 202332
FIRST FOUNDATION ADVISORS 32320.02%0.46%2.18%Q4 2015Q3 202332
FRANKLIN RESOURCES INC 32320.00%0.10%0.18%Q4 2015Q3 202332
Asset Dedication, LLC 32320.82%1.78%2.56%Q4 2015Q3 202332
PENINSULA ASSET MANAGEMENT INC 32321.41%1.84%2.18%Q2 2015Q1 202332
Lenox Wealth Advisors, LLC 32320.04%4.25%14.88%Q2 2014Q1 202232
MEEDER ASSET MANAGEMENT INC 32320.38%1.54%3.83%Q4 2015Q3 202332
LGL PARTNERS, LLC 32320.21%2.03%4.43%Q4 2015Q3 202332
MONETA GROUP INVESTMENT ADVISORS LLC 32321.10%1.63%2.68%Q4 2015Q3 202332
Venturi Wealth Management, LLC 32320.04%3.02%8.15%Q4 2015Q3 202332
Calamos Wealth Management LLC 32320.10%1.17%4.41%Q4 2015Q3 202332
FIRST CITIZENS BANK & TRUST CO 31310.20%2.38%7.00%Q1 2016Q3 202331
HBK Sorce Advisory LLC 31310.05%0.19%0.41%Q1 2016Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.22%2.23%6.00%Q1 2016Q3 202331
SIGMA INVESTMENT COUNSELORS INC 31310.08%0.98%1.37%Q1 2016Q3 202331
Fragasso Group Inc. 2650.22%4.49%11.59%Q3 2015Q4 202331
IFP Advisors, Inc 17140.06%0.47%1.22%Q4 2015Q3 202331
PEOPLES BANK /OH 31310.76%2.24%3.40%Q1 2016Q3 202331
Schneider Downs Wealth Management Advisors, LP 18130.06%0.28%0.68%Q4 2015Q3 202331
CAHILL FINANCIAL ADVISORS INC 31310.23%1.15%2.92%Q1 2016Q3 202331
FFT WEALTH MANAGEMENT LLC 31310.46%3.31%10.06%Q1 2016Q3 202331
Avior Wealth Management, LLC 31310.01%0.08%0.21%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.04%0.39%0.78%Q1 2016Q3 202331
Brookstone Capital Management 31310.05%0.57%2.06%Q1 2016Q3 202331
Private Ocean, LLC 18130.01%0.05%0.32%Q4 2015Q3 202331
MCF Advisors LLC 2470.13%2.48%4.49%Q4 2015Q3 202331
Cranbrook Wealth Management, LLC 31310.22%4.48%8.23%Q1 2016Q3 202331
Capital Analysts, LLC 2910.00%4.81%7.84%Q3 2014Q3 202331
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16150.00%0.03%0.08%Q3 2015Q3 202331
GOULD ASSET MANAGEMENT LLC /CA/ 2920.08%0.23%0.63%Q1 2015Q3 202331
DAVENPORT & Co LLC 31310.00%0.07%0.21%Q1 2016Q3 202331
Jaffetilchin Investment Partners, LLC 2820.07%0.27%1.72%Q1 2014Q3 202330
FIFTH THIRD SECURITIES, INC. 2460.35%3.61%28.32%Q1 2016Q3 202330
Snowden Capital Advisors LLC 2280.17%0.65%1.21%Q1 2016Q3 202330
StrategIQ Financial Group, LLC 30300.14%0.29%0.44%Q2 2016Q3 202330
Balentine LLC 30300.03%6.18%28.06%Q2 2016Q3 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 30300.00%0.09%0.36%Q2 2016Q3 202330
QUADRANT CAPITAL GROUP LLC 30300.13%1.75%3.74%Q2 2016Q3 202330
GLENMEDE TRUST CO NA 2110.00%0.02%0.08%Q2 2015Q3 202330
BROWN BROTHERS HARRIMAN & CO 2640.00%0.38%1.98%Q4 2014Q3 202330
Neuberger Berman Group LLC 30300.02%0.10%0.19%Q2 2016Q3 202330
BROWN ADVISORY INC 2910.00%0.05%0.23%Q3 2015Q3 202330
HOWE & RUSLING INC 2910.00%0.22%0.49%Q1 2016Q3 202330
SILVERCREST ASSET MANAGEMENT GROUP LLC 30300.02%0.05%0.10%Q2 2016Q3 202330
SOL Capital Management CO 30300.07%0.22%0.31%Q2 2016Q3 202330
INSIGHT 2811, INC. 2810.82%4.17%13.33%Q2 2015Q3 202329
Cabot-Wellington, LLC 29291.10%28.15%38.79%Q3 2016Q3 202329
Baltimore-Washington Financial Advisors, Inc. 29290.02%0.75%1.56%Q4 2015Q4 202229
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1640.09%0.86%3.56%Q4 2014Q3 202229
Efficient Advisors, LLC 29290.03%0.20%0.96%Q3 2016Q3 202329
BESSEMER GROUP INC 2610.00%0.01%0.05%Q4 2014Q3 202329
Bray Capital Advisors 2810.10%0.84%1.46%Q3 2015Q3 202329
Evercore Wealth Management, LLC 29290.01%0.04%0.06%Q3 2016Q3 202329
Pure Financial Advisors, LLC 2270.63%3.78%6.54%Q1 2016Q4 202329
OPPENHEIMER & CO INC 29290.01%0.03%0.07%Q3 2016Q3 202329
Montecito Bank & Trust 29291.33%2.08%4.23%Q4 2016Q4 202329
Choate Investment Advisors 29290.02%0.26%2.88%Q3 2016Q3 202329
Waverly Advisors, LLC 29290.12%0.26%0.62%Q3 2016Q3 202329
BANK OF HAWAII 29290.94%2.23%3.22%Q3 2016Q3 202329
FMR LLC 2710.00%0.07%0.24%Q2 2015Q3 202329
TOMPKINS FINANCIAL CORP 19100.02%0.90%2.00%Q3 2016Q4 202329
APPLETON PARTNERS INC/MA 28280.03%0.04%0.08%Q1 2017Q4 202328
Northwest Quadrant Wealth Management, LLC 28287.58%11.26%16.02%Q4 2016Q3 202328
Ullmann Wealth Partners Group, LLC 28281.50%7.95%12.45%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.07%0.14%0.23%Q4 2016Q3 202328
WELLINGTON MANAGEMENT GROUP LLP 28280.02%0.04%0.07%Q4 2016Q3 202328
ANCHOR CAPITAL ADVISORS LLC 2440.01%0.01%0.13%Q4 2015Q3 202328
CENTRAL BANK & TRUST CO 28280.03%0.14%0.50%Q4 2016Q3 202328
Probity Advisors, Inc. 1823.09%4.32%5.31%Q2 2016Q3 202328
CENTRAL TRUST Co 2710.00%0.12%0.31%Q1 2014Q3 202328
High Falls Advisors, Inc 28280.13%3.57%8.16%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.15%0.56%1.36%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.11%0.51%1.04%Q4 2016Q3 202328
Diversified Trust Co 28280.05%0.75%2.70%Q1 2017Q4 202328
Parallel Advisors, LLC 28280.54%2.42%4.46%Q4 2016Q3 202328
STRATEGIC INVESTMENT MANAGEMENT, LLC 28284.26%20.55%37.33%Q4 2016Q3 202328
State of New Jersey Common Pension Fund D 2440.02%1.13%2.40%Q3 2015Q3 202328
BlueSky Wealth Advisors, LLC 28280.27%0.78%1.47%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.29%0.74%Q4 2016Q3 202328
BINGHAM OSBORN & SCARBOROUGH LLC 28280.06%2.38%6.56%Q4 2014Q3 202128
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28280.01%0.23%0.65%Q4 2015Q3 202228
LCNB CORP 28282.75%5.93%7.10%Q4 2016Q3 202328
BSW Wealth Partners 28284.25%9.37%17.69%Q4 2016Q3 202328
HSBC HOLDINGS PLC 2710.02%0.22%0.57%Q3 2016Q3 202328
STATE STREET CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.02%0.76%1.63%Q4 2016Q3 202328
Sage Advisory Services, Ltd.Co. 28285.73%9.72%16.44%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.31%0.59%Q4 2016Q3 202328
Lee Financial Co 28280.13%0.88%1.26%Q4 2016Q3 202328
Evanson Asset Management, LLC 28280.17%0.30%0.44%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28284.65%5.58%7.69%Q4 2016Q3 202328
RKL Wealth Management LLC 28282.22%11.09%14.15%Q4 2016Q3 202328
McNamara Financial Services, Inc. 28280.11%0.17%0.28%Q4 2016Q3 202328
WEDBUSH SECURITIES INC 2610.04%0.07%0.12%Q3 2015Q3 202328
SigFig Wealth Management, LLC 28282.96%4.39%7.84%Q4 2016Q3 202328
MACROVIEW INVESTMENT MANAGEMENT LLC 2350.00%2.27%5.48%Q3 2013Q3 202328
Peak Financial Management, Inc. 28280.12%1.73%2.19%Q4 2016Q3 202328
NISA INVESTMENT ADVISORS, LLC 28280.00%0.09%0.49%Q4 2016Q3 202328
Oakworth Capital, Inc. 1720.00%7.18%14.20%Q4 2015Q3 202328
MISSION WEALTH MANAGEMENT, LP 28280.68%5.79%12.72%Q4 2016Q3 202328
Advisory Alpha, LLC 28280.00%0.11%0.28%Q4 2016Q3 202328
SYNOVUS FINANCIAL CORP 28280.00%0.05%0.11%Q4 2016Q3 202328
CABOT WEALTH MANAGEMENT INC 2110.05%0.40%1.01%Q4 2013Q3 202327
RWA WEALTH PARTNERS, LLC 27270.08%1.32%4.46%Q1 2017Q3 202327
SPINNAKER TRUST 27270.26%2.93%8.49%Q1 2017Q3 202327
Armbruster Capital Management, Inc. 27270.01%1.64%3.06%Q1 2017Q3 202327
Wealthcare Advisory Partners LLC 27270.00%0.09%0.50%Q1 2017Q3 202327
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.04%2.20%5.13%Q4 2016Q3 202327
TRUST CO OF VIRGINIA /VA 1620.29%0.49%0.62%Q2 2016Q3 202327
AllSquare Wealth Management LLC 2520.01%0.01%0.02%Q4 2016Q3 202327
Advocacy Wealth Management Services, LLC 27270.02%0.17%0.47%Q1 2017Q3 202327
Radnor Capital Management, LLC 2520.06%0.09%0.20%Q4 2016Q3 202327
Parkside Financial Bank & Trust 2410.00%0.12%1.12%Q1 2015Q3 202327
MOTCO 27270.01%0.02%0.04%Q1 2017Q3 202327
LEUTHOLD GROUP, LLC 27270.04%0.19%0.72%Q1 2017Q3 202327
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2610.18%0.60%3.98%Q4 2016Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 27270.01%0.28%0.90%Q1 2017Q3 202327
FLAGSHIP HARBOR ADVISORS, LLC 16110.02%0.23%1.31%Q4 2016Q3 202327
Cornerstone Wealth Management, LLC 2430.03%0.31%0.72%Q4 2016Q3 202327
RiverFront Investment Group, LLC 27270.58%6.58%11.86%Q1 2017Q3 202327
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 27270.02%0.24%0.61%Q1 2017Q3 202327
HUNTINGTON NATIONAL BANK 2610.00%0.01%0.03%Q3 2016Q3 202327
Merriman Wealth Management, LLC 27270.04%0.57%2.48%Q1 2017Q3 202327
IndexIQ Advisors LLC 27270.00%0.23%0.99%Q3 2015Q1 202227
Asset Planning Services, Ltd. 27270.53%1.93%3.26%Q2 2015Q4 202127
LBMC INVESTMENT ADVISORS, LLC 27270.28%2.56%3.98%Q1 2017Q3 202327
GREENLEAF TRUST 27270.01%1.14%2.17%Q1 2017Q3 202327
ALLSTATE CORP 27270.75%5.19%30.86%Q2 2016Q4 202227
LVZ, Inc. 1980.17%5.92%13.95%Q3 2016Q3 202327
Kovack Advisors, Inc. 27270.06%0.19%0.72%Q1 2017Q3 202327
Versant Capital Management, Inc 1840.00%0.01%0.07%Q4 2015Q4 202327
PARAMETRIC PORTFOLIO ASSOCIATES LLC 27270.01%0.23%0.50%Q3 2015Q1 202227
Heritage Trust Co 27270.37%0.65%1.11%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.57%1.73%3.87%Q4 2016Q3 202327
UMB Bank, n.a. 27270.01%0.91%1.69%Q1 2017Q3 202327
Capital Advantage, Inc. 16112.89%6.51%9.59%Q2 2015Q1 202227
CAPTRUST FINANCIAL ADVISORS 2610.00%0.20%0.42%Q2 2015Q3 202327
TORONTO DOMINION BANK 1410.00%0.00%0.01%Q1 2014Q3 202327
NEXT Financial Group, Inc 1410.00%0.19%0.52%Q3 2014Q4 202127
REGIONS FINANCIAL CORP 27270.00%0.31%0.66%Q1 2017Q3 202327
DEUTSCHE BANK AG\ 2330.00%0.00%0.00%Q2 2014Q3 202326
Patten Group, Inc. 26260.43%0.93%1.90%Q2 2017Q3 202326
Connecticut Wealth Management, LLC 1411.44%5.57%17.43%Q4 2016Q3 202326
Cerity Partners LLC 26260.02%1.37%3.32%Q2 2017Q3 202326
Fiera Capital Corp 26260.00%0.08%0.64%Q2 2017Q3 202326
First Personal Financial Services 26260.01%0.28%1.87%Q2 2017Q3 202326
JFS WEALTH ADVISORS, LLC 26260.02%0.50%1.36%Q2 2017Q3 202326
Glenview Trust Co 15110.01%0.09%0.18%Q4 2016Q3 202326
NATIXIS ADVISORS, L.P. 26260.01%0.04%0.50%Q2 2017Q3 202326
Grove Bank & Trust 26260.25%2.24%3.38%Q2 2017Q3 202326
FARR MILLER & WASHINGTON LLC/DC 1880.09%0.44%0.58%Q1 2015Q3 202126
Fusion Family Wealth LLC 26260.00%1.45%3.70%Q2 2017Q3 202326
Harbour Capital Advisors, LLC 2150.18%2.57%4.48%Q2 2017Q4 202326
CUTLER INVESTMENT COUNSEL LLC 26260.10%2.43%2.84%Q2 2017Q3 202326
Capital Investment Advisors, LLC 26260.04%0.08%0.14%Q3 2017Q4 202326
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 26260.06%3.04%7.02%Q2 2017Q3 202326
PARSONS CAPITAL MANAGEMENT INC/RI 26260.03%0.08%0.15%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.48%0.80%1.27%Q2 2017Q3 202326
WESBANCO BANK INC 15110.01%0.04%0.10%Q1 2017Q3 202326
NewEdge Advisors, LLC 26260.12%0.56%1.09%Q2 2017Q3 202326
PINNACLE FINANCIAL PARTNERS INC 2420.05%0.32%0.69%Q1 2017Q3 202326
Tower Research Capital LLC (TRC) 820.00%0.07%0.60%Q1 2015Q3 202326
ZACKS INVESTMENT MANAGEMENT 2060.01%0.05%0.12%Q1 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.20%0.70%Q3 2013Q4 201926
Summit X, LLC 26260.78%1.89%3.60%Q2 2017Q3 202326
KANAWHA CAPITAL MANAGEMENT LLC 26260.13%0.35%0.46%Q2 2017Q3 202326
SPC Financial, Inc. 26260.10%4.58%8.28%Q2 2017Q3 202326
Carroll Financial Associates, Inc. 26260.02%0.13%0.26%Q3 2015Q4 202126
Timber Creek Capital Management LLC 2410.00%0.04%0.06%Q1 2017Q3 202325
Willingdon Wealth Management 1690.00%0.18%0.58%Q4 2013Q1 202025
BerganKDV Wealth Management, LLC 25250.10%1.70%3.27%Q2 2017Q2 202325
Capital Advisors, Ltd. LLC 25250.04%0.30%0.38%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.10%0.51%1.00%Q3 2017Q3 202325
Arete Wealth Advisors, LLC 25250.04%0.13%0.44%Q3 2017Q3 202325
EATON VANCE MANAGEMENT 25250.00%0.06%0.09%Q3 2016Q3 202225
COLDSTREAM CAPITAL MANAGEMENT INC 2140.07%0.95%1.48%Q2 2017Q3 202325
BOURGEON CAPITAL MANAGEMENT LLC 25250.08%0.14%0.27%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2410.01%0.19%0.82%Q2 2017Q3 202325
BOKF, NA 1510.00%0.03%0.10%Q1 2017Q3 202325
First Command Bank 25250.05%6.81%14.93%Q2 2017Q2 202325
First Command Financial Services, Inc. 25250.02%6.79%14.93%Q2 2017Q2 202325
FIRST UNITED BANK & TRUST 25250.24%1.16%1.75%Q3 2017Q3 202325
BANK OF THE WEST 25250.03%0.04%0.07%Q3 2016Q3 202225
CULLEN/FROST BANKERS, INC. 25250.02%0.02%0.03%Q3 2017Q3 202325
WBH ADVISORY INC 2230.09%0.89%2.08%Q2 2017Q3 202325
QUANTUM CAPITAL MANAGEMENT 25250.09%0.35%0.61%Q2 2014Q2 202025
Ledyard National Bank 25250.01%2.29%4.21%Q3 2017Q3 202325
Stadion Money Management, LLC 25250.05%7.11%17.30%Q2 2013Q2 201925
Wela Strategies, Inc. 25250.98%7.35%13.07%Q4 2017Q4 202325
Brinker Capital Investments, LLC 15100.01%0.41%1.08%Q1 2016Q4 202225
Dorsey & Whitney Trust CO LLC 25250.12%0.27%0.40%Q3 2017Q3 202325
Mosaic Family Wealth, LLC 25250.07%0.65%3.57%Q4 2015Q4 202125
J.P. Morgan Private Wealth Advisors LLC 2310.00%0.24%0.73%Q3 2015Q3 202325
INTRUST BANK NA 25250.26%7.19%10.17%Q3 2017Q3 202325
SIGNATUREFD, LLC 2410.04%1.80%7.20%Q3 2016Q3 202325
THOMPSON SIEGEL & WALMSLEY LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
Smith, Salley & Associates 25250.05%0.44%0.63%Q3 2017Q3 202325
PATHSTONE FAMILY OFFICE, LLC 2230.00%1.65%5.71%Q4 2016Q3 202325
TIAA, FSB 25250.44%11.56%17.22%Q2 2017Q2 202325
Day & Ennis, LLC 25250.11%1.39%3.42%Q4 2015Q4 202125
BDO Wealth Advisors, LLC 25253.36%5.83%8.10%Q2 2017Q2 202325
Crescent Grove Advisors, LLC 25250.10%1.12%2.84%Q3 2017Q3 202325
Prospera Financial Services Inc 13120.08%0.13%0.25%Q2 2017Q3 202325
Madden Advisory Services, Inc. 2410.07%0.30%0.49%Q1 2017Q3 202325
RPTC Inc. 25252.27%9.88%14.40%Q3 2017Q3 202325
Tufton Capital Management 25250.11%0.15%0.19%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.05%0.49%1.67%Q3 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.10%0.59%0.93%Q3 2017Q3 202325
COMMERCE BANK 25250.02%0.10%0.26%Q3 2017Q3 202325
WINTRUST INVESTMENTS LLC 1830.00%0.25%0.50%Q2 2016Q3 202324
Global Trust Asset Management, LLC 24240.87%1.58%2.54%Q4 2017Q3 202324
Alaska Wealth Advisors 24244.04%8.20%12.13%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.36%9.23%12.17%Q4 2017Q3 202324
Texas Yale Capital Corp. 24240.10%0.52%0.81%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.11%0.19%0.41%Q4 2017Q3 202324
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 24240.15%9.64%18.94%Q4 2017Q3 202324
Independent Advisor Alliance 2310.00%0.25%1.78%Q1 2017Q3 202324
Cliffwater LLC 24240.02%0.03%0.06%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.52%1.38%2.28%Q4 2017Q3 202324
Rossmore Private Capital 24241.08%2.10%4.53%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.11%0.37%0.54%Q4 2017Q3 202324
AE Wealth Management LLC 24240.02%0.18%0.52%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.22%0.87%2.24%Q4 2016Q3 202324
Gradient Investments LLC 2110.00%0.00%0.01%Q3 2016Q3 202324
Parkside Investments, LLC 13110.08%3.50%11.65%Q1 2017Q3 202324
Plante Moran Financial Advisors, LLC 2040.00%0.03%0.07%Q3 2017Q3 202324
Broadview Financial Management, LLC 242413.25%15.47%20.18%Q4 2017Q3 202324
ROOSEVELT INVESTMENT GROUP LLC 24240.29%3.96%8.49%Q4 2016Q3 202224
Front Row Advisors LLC 24240.02%0.03%0.03%Q4 2017Q3 202324
BLB&B Advisors, LLC 24240.04%0.96%1.94%Q4 2017Q3 202324
Chesley Taft & Associates LLC 13110.03%0.19%0.32%Q2 2017Q3 202324
Mutual Advisors, LLC 24240.13%0.42%1.29%Q4 2017Q3 202324
ROCKLAND TRUST CO 24240.02%0.10%0.28%Q4 2017Q3 202324
RFG Advisory, LLC 2310.05%0.46%1.36%Q2 2015Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.03%0.04%0.05%Q4 2017Q3 202324
IFG Advisory, LLC 24240.05%1.39%4.59%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.45%0.76%1.22%Q4 2017Q3 202324
MACKENZIE FINANCIAL CORP 24240.00%0.08%0.14%Q4 2017Q3 202324
CREDIT SUISSE AG/ 1950.00%0.07%0.21%Q4 2014Q3 202324
Westside Investment Management, Inc. 1510.02%2.06%8.82%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.35%0.44%0.55%Q4 2017Q3 202324
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 24240.00%2.28%3.05%Q4 2017Q3 202324
Sandy Spring Bank 2210.00%0.02%0.04%Q1 2016Q3 202324
SeaCrest Wealth Management, LLC 24240.05%0.07%0.09%Q4 2017Q3 202324
Sargent Bickham Lagudis LLC 2310.02%0.49%1.29%Q2 2016Q4 202224
Hudson Capital Management LLC 24246.05%8.17%11.88%Q4 2017Q3 202324
ASSOCIATED BANC-CORP 24240.01%0.22%0.43%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24241.34%1.69%2.06%Q4 2017Q3 202324
Koshinski Asset Management, Inc. 1630.11%0.31%0.59%Q2 2017Q3 202324
Palisade Asset Management, LLC 24240.04%0.16%0.32%Q4 2017Q3 202324
First Command Advisory Services, Inc. 24240.00%0.27%4.32%Q4 2017Q3 202324
Alpha Omega Wealth Management LLC 2310.00%0.08%0.19%Q4 2016Q3 202324
Integrated Wealth Concepts LLC 24240.77%1.24%2.59%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.05%0.11%0.16%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.50%0.87%1.48%Q4 2017Q3 202324
FIRST NATIONAL TRUST CO 24240.14%1.15%2.70%Q4 2017Q3 202324
Parisi Gray Wealth Management 24240.06%0.64%2.51%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.21%0.28%0.41%Q4 2017Q3 202324
SIMON QUICK ADVISORS, LLC 24240.00%0.39%1.63%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.27%0.88%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.14%0.52%1.67%Q4 2017Q3 202324
MADISON INVESTMENT HOLDINGS INC 1950.01%0.17%1.06%Q3 2013Q3 201924
EVERGREEN CAPITAL MANAGEMENT LLC 24240.16%0.32%0.57%Q4 2017Q3 202324
PFG Advisors 24240.07%0.35%1.28%Q4 2017Q3 202324
CEDAR HILL ASSOCIATES, LLC 23231.36%3.65%6.46%Q2 2013Q4 201823
CITIZENS FINANCIAL GROUP INC/RI 23231.97%3.71%5.63%Q1 2018Q3 202323
VICTORY CAPITAL MANAGEMENT INC 23230.00%0.21%0.79%Q1 2018Q3 202323
MYCIO WEALTH PARTNERS, LLC 2210.03%3.24%5.66%Q4 2017Q3 202323
CNB Bank 12110.01%0.05%0.16%Q4 2017Q3 202323
Legacy Financial Advisors, Inc. 1760.03%2.58%3.86%Q4 2017Q3 202323
St. Louis Trust Co 23230.16%0.30%0.43%Q1 2018Q3 202323
Aveo Capital Partners, LLC 1110.10%0.82%1.32%Q3 2017Q3 202323
Rockefeller Capital Management L.P. 23230.03%0.32%0.52%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.32%0.80%1.41%Q1 2018Q3 202323
Mount Yale Investment Advisors, LLC 23230.10%0.34%0.74%Q1 2018Q3 202323
ENTERPRISE FINANCIAL SERVICES CORP 23230.04%0.40%1.30%Q4 2016Q2 202223
Hudock, Inc. 23230.00%0.02%0.05%Q1 2017Q3 202223
Gerber Kawasaki Wealth & Investment Management 1530.00%2.14%7.34%Q1 2017Q3 202323
Perigon Wealth Management, LLC 1610.01%0.20%0.73%Q3 2011Q3 202323
First Washington CORP 23230.02%0.02%0.02%Q2 2016Q4 202123
Tarbox Family Office, Inc. 23230.03%4.70%8.52%Q1 2018Q3 202323
Glassman Wealth Services 1580.00%0.01%0.03%Q4 2017Q3 202323
PFS INVESTMENTS INC. 23230.70%1.21%2.17%Q4 2017Q2 202323
Dynamic Advisor Solutions LLC 23230.05%0.21%0.93%Q1 2018Q3 202323
LAKE STREET ADVISORS GROUP, LLC 2030.09%2.36%5.54%Q4 2017Q3 202323
V Wealth Advisors LLC 23230.05%0.43%1.33%Q1 2017Q3 202223
ROCKY MOUNTAIN ADVISERS, LLC 23230.03%0.13%0.27%Q1 2018Q3 202323
GREAT LAKES ADVISORS, LLC 23230.01%0.42%0.76%Q1 2018Q3 202323
Financial Partners Group, Inc 1940.04%3.85%11.76%Q4 2017Q3 202323
NORTH AMERICAN MANAGEMENT CORP 23231.79%2.69%3.21%Q3 2015Q1 202123
FINANCIAL COUNSELORS INC 23230.16%0.27%0.45%Q1 2018Q3 202323
KCS Wealth Advisory 1760.14%0.86%1.34%Q4 2017Q3 202323
Lido Advisors, LLC 23230.01%0.03%0.07%Q1 2018Q3 202323
AUA CAPITAL MANAGEMENT, LLC 1120.08%0.14%0.17%Q4 2016Q1 202323
Conservest Capital Advisors, Inc. 2214.34%5.36%7.00%Q3 2017Q3 202323
Roble, Belko & Company, Inc 2030.00%0.75%1.25%Q3 2016Q3 202323
PHILLIPS FINANCIAL MANAGEMENT, LLC 23230.19%0.46%0.78%Q1 2018Q3 202323
MUFG Americas Holdings Corp 1940.00%0.47%0.93%Q4 2015Q3 202223
MGO ONE SEVEN LLC 2120.02%0.14%0.37%Q4 2017Q3 202323
Bridgewater Associates 23230.02%0.96%2.18%Q2 2017Q4 202223
INVESTMENT PARTNERS, LTD. 2030.16%2.32%3.89%Q4 2017Q3 202323
MASSMUTUAL TRUST CO FSB/ADV 23230.02%0.23%0.56%Q2 2018Q4 202323
PRICE T ROWE ASSOCIATES INC /MD/ 23230.00%0.00%0.00%Q1 2018Q3 202323
Ironwood Wealth Management, LLC. 2213.21%13.13%20.52%Q3 2017Q3 202323
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 23230.04%0.58%1.65%Q1 2018Q3 202323
KWMG, LLC 2210.04%0.28%0.40%Q4 2016Q3 202323
Homrich & Berg 1220.01%0.06%0.12%Q1 2015Q3 202122
Laird Norton Wetherby Wealth Management, LLC 1750.03%0.15%0.28%Q4 2017Q3 202322
FIRST MANHATTAN CO. LLC. 1810.00%0.00%0.00%Q3 2017Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.06%1.06%2.08%Q2 2016Q3 202122
OPTIMUM INVESTMENT ADVISORS 22220.02%0.04%0.06%Q3 2018Q4 202322
Bell Bank 222210.27%15.34%21.50%Q2 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.03%0.08%Q2 2018Q3 202322
StoneX Group Inc. 1930.10%0.44%1.55%Q2 2017Q3 202322
STEPHENS INC /AR/ 1110.00%0.01%0.02%Q4 2015Q2 202322
IMA Wealth, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22220.02%0.43%1.07%Q2 2018Q3 202322
Marietta Wealth Management, LLC 22220.83%1.37%2.12%Q2 2018Q3 202322
JONES FINANCIAL COMPANIES LLLP 22220.02%4.64%7.90%Q2 2018Q3 202322
RITHOLTZ WEALTH MANAGEMENT 22220.07%2.81%6.19%Q2 2018Q3 202322
NWAM LLC 1210.06%0.58%2.05%Q1 2017Q3 202322
RAYMOND JAMES TRUST N.A. 22220.58%0.92%1.38%Q2 2018Q3 202322
TEXAS CAPITAL BANCSHARES INC/TX 22220.54%3.63%9.92%Q2 2018Q3 202322
First Allied Advisory Services, Inc. 22220.04%0.40%0.72%Q2 2015Q3 202022
Capital Investment Advisory Services, LLC 22220.01%0.15%0.46%Q2 2018Q3 202322
Schwab Charitable Fund 22220.10%0.54%1.28%Q4 2017Q1 202322
Sound Income Strategies, LLC 1480.00%0.00%0.02%Q1 2018Q3 202322
Quadrant Private Wealth Management, LLC 1840.16%0.35%0.52%Q1 2018Q3 202322
BUCKINGHAM STRATEGIC WEALTH, LLC 22220.02%0.08%0.34%Q2 2018Q3 202322
Smith & Howard Wealth Management, LLC 22221.02%6.05%9.47%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.33%0.57%0.88%Q2 2018Q3 202322
Merit Financial Group, LLC 1750.08%3.67%15.57%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22220.14%0.52%1.08%Q2 2018Q3 202322
Bigelow Investment Advisors, LLC 22220.15%0.95%1.83%Q2 2018Q3 202322
One Capital Management, LLC 2020.04%0.47%1.34%Q4 2017Q3 202322
Syntal Capital Partners, LLC 1410.28%6.70%19.23%Q1 2014Q2 202222
Pinion Investment Advisors, LLC 1930.21%0.88%1.66%Q1 2018Q3 202322
Icon Wealth Partners, LLC 1930.13%1.94%4.82%Q4 2017Q3 202322
JNBA Financial Advisors 2110.00%0.05%0.18%Q3 2016Q3 202322
Burt Wealth Advisors 2110.02%0.26%0.81%Q4 2015Q3 202322
Good Life Advisors, LLC 1930.02%0.28%0.93%Q3 2017Q3 202322
Financial Engines Advisors L.L.C. 2010.00%0.11%0.15%Q1 2018Q3 202321
PATTON ALBERTSON MILLER GROUP, LLC 1610.12%1.00%3.48%Q3 2016Q3 202321
WASHINGTON TRUST Co 2010.00%0.47%0.74%Q2 2018Q3 202321
Edmonds Duncan Registered Investment Advisors, LLC 1740.23%3.74%5.55%Q4 2015Q3 202321
JOYN Advisors, Inc. 1920.00%11.47%16.38%Q2 2013Q1 202021
CAPITAL ADVISORS INC/OK 630.01%1.09%1.81%Q1 2017Q3 202321
C-J Advisory, Inc. 21214.34%4.75%5.16%Q3 2016Q3 202121
Larson Financial Group LLC 2010.06%0.24%1.30%Q4 2017Q3 202321
BOSTON FAMILY OFFICE LLC 1920.02%0.05%0.07%Q2 2017Q1 202321
SUNTRUST BANKS INC 21210.10%0.99%1.79%Q3 2014Q3 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.35%0.63%1.74%Q3 2018Q3 202321
Ironsides Asset Advisors, LLC 1410.09%7.10%12.14%Q1 2016Q3 202321
HANCOCK WHITNEY CORP 21210.02%0.45%0.95%Q3 2018Q3 202321
SCOTIA CAPITAL INC. 1230.00%0.01%0.04%Q1 2014Q3 202321
Main Management LLC 21210.08%1.27%1.92%Q3 2018Q3 202321
RPg Family Wealth Advisory, LLC 1140.04%0.16%0.70%Q4 2015Q1 202221
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.03%0.07%Q4 2017Q4 202221
Valmark Advisers, Inc. 21210.01%0.02%0.05%Q3 2018Q3 202321
Freedom Investment Management, Inc. 1560.02%0.15%1.03%Q3 2017Q3 202321
Certified Advisory Corp 11100.12%0.48%0.91%Q1 2018Q3 202321
MOODY NATIONAL BANK TRUST DIVISION 21210.06%0.17%0.42%Q3 2018Q3 202321
C M BIDWELL & ASSOCIATES LTD 21210.01%0.54%1.07%Q3 2018Q3 202321
EXENCIAL WEALTH ADVISORS, LLC 1380.11%0.66%1.29%Q2 2018Q3 202321
WealthPLAN Partners, LLC 610.00%0.05%0.13%Q4 2015Q2 202321
Cribstone Capital Management, LLC 1650.00%0.04%0.18%Q2 2016Q3 202221
Members Trust Co 1426.40%7.51%9.28%Q2 2016Q3 202321
Johnson Financial Group, Inc. 2010.00%0.66%1.03%Q4 2017Q3 202321
TIEMANN INVESTMENT ADVISORS, LLC 21210.22%2.17%4.36%Q3 2018Q3 202321
Stone House Investment Management, LLC 1830.05%4.85%9.79%Q4 2016Q3 202321
McIlrath & Eck, LLC 21210.00%0.00%0.02%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.19%0.36%Q1 2017Q3 202321
Busey Bank 1920.02%0.15%0.36%Q1 2018Q3 202321
Brickley Wealth Management 21210.42%6.52%10.83%Q3 2018Q3 202321
Sunbelt Securities, Inc. 1810.10%0.46%0.90%Q3 2016Q3 202321
Columbus Macro, LLC 1650.12%1.64%2.87%Q4 2017Q3 202321
Strategic Wealth Partners, Ltd. 21210.05%0.52%1.94%Q1 2018Q1 202321
Fisher Asset Management, LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Savant Capital, LLC 21210.06%0.25%1.14%Q3 2018Q3 202321
Sequoia Financial Advisors, LLC 810.01%0.10%0.68%Q1 2016Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21212.71%4.25%7.55%Q4 2017Q4 202221
TRUIST FINANCIAL CORP 21210.01%0.65%0.93%Q3 2018Q3 202321
Fiduciary Group LLC 20200.25%0.35%0.48%Q4 2018Q3 202320
First PREMIER Bank 20200.00%0.02%0.12%Q4 2018Q3 202320
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20200.16%0.39%0.68%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20200.25%0.49%0.80%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.12%0.17%0.25%Q4 2018Q3 202320
Capital Directions Investment Advisors, LLC 1030.07%0.41%1.44%Q3 2017Q4 202220
Godshalk Welsh Capital Management, Inc. 20200.35%0.96%1.24%Q4 2018Q3 202320
CONDOR CAPITAL MANAGEMENT 20200.70%1.41%2.41%Q4 2018Q3 202320
Arkos Global Advisors 20202.06%6.13%9.42%Q4 2018Q3 202320
Trek Financial, LLC 20200.03%3.82%8.86%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.63%1.87%3.01%Q4 2018Q3 202320
VCU Investment Management Co 20204.42%8.14%14.80%Q2 2017Q1 202220
KDI CAPITAL PARTNERS LLC 20200.31%0.85%1.15%Q4 2016Q3 202120
Global Wealth Management Investment Advisory, Inc. 20201.60%2.41%2.90%Q4 2018Q3 202320
Jacobi Capital Management LLC 1820.00%0.01%0.05%Q2 2017Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.14%1.69%4.98%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20203.98%4.91%6.15%Q4 2018Q3 202320
Hanlon Investment Management, Inc. 1820.35%2.04%4.84%Q4 2016Q2 202320
LAZARD ASSET MANAGEMENT LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Human Investing LLC 20200.11%4.41%11.10%Q4 2018Q3 202320
MA Private Wealth 20201.70%4.90%9.52%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.02%0.13%0.88%Q4 2018Q3 202320
Wind River Trust Co 20200.56%4.27%12.82%Q4 2018Q3 202320
Relative Value Partners Group, LLC 20200.07%0.65%1.64%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.15%0.39%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.13%1.52%7.66%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.13%0.41%0.60%Q4 2018Q3 202320
Edge Capital Group, LLC 20201.06%3.40%6.82%Q4 2018Q3 202320
Abundance Wealth Counselors 20207.68%14.73%27.96%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.96%1.89%2.54%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.20%0.54%1.11%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.07%0.35%0.81%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.11%0.37%1.28%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.23%0.34%0.66%Q4 2018Q3 202320
Twele Capital Management, Inc. 20200.09%0.97%3.29%Q4 2018Q3 202320
Belpointe Asset Management LLC 1820.02%0.07%0.12%Q3 2018Q3 202320
Wealthspire Advisors, L.P. 20200.09%0.21%0.42%Q4 2015Q3 202020
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.06%1.12%2.89%Q2 2017Q1 202220
WealthOne, LLC 20200.50%1.31%2.99%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.34%1.61%4.60%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20200.41%1.02%2.46%Q4 2018Q3 202320
Tennessee Valley Asset Management Partners 20200.18%1.93%6.58%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.08%2.14%3.08%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.28%0.41%0.79%Q4 2018Q3 202320
Full Sail Capital, LLC 20203.17%4.07%5.37%Q4 2018Q3 202320
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1640.00%0.02%0.04%Q4 2013Q2 202120
Beirne Wealth Consulting Services, LLC 20200.46%1.79%3.08%Q4 2018Q3 202320
Adventist Health System/ West 20201.14%9.86%20.39%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.12%0.41%1.13%Q4 2018Q3 202320
Kistler-Tiffany Companies, LLC 1910.01%0.05%0.29%Q4 2017Q2 202320
Conrad N. Hilton Foundation 1284.67%30.86%62.40%Q4 2017Q4 202220
MorganRosel Wealth Management, LLC 20200.16%0.23%0.31%Q4 2018Q3 202320
NORTHWEST WEALTH MANAGEMENT, LLC 20200.32%0.82%1.20%Q4 2018Q3 202320
Next Capital Management LLC 20200.62%2.09%4.95%Q4 2018Q3 202320
Essex Savings Bank 20200.02%0.19%0.63%Q4 2018Q3 202320
Keystone Financial Group 1820.10%0.30%0.47%Q3 2018Q3 202320
Disciplina Capital Management LLC 20200.29%4.07%9.88%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.22%1.63%3.06%Q4 2018Q3 202320
Riverview Trust Co 20209.16%12.77%17.26%Q4 2018Q3 202320
BRIGHTON JONES LLC 1210.01%0.08%0.45%Q1 2016Q3 202320
Beacon Pointe Advisors, LLC 20200.23%0.86%2.06%Q4 2018Q3 202320
Formidable Asset Management, LLC 920.04%0.09%0.25%Q3 2016Q3 202320
Windsor Wealth Management, Inc. 20200.08%0.57%2.01%Q4 2017Q3 202220
Blue Fin Capital, Inc. 20200.08%0.22%0.52%Q4 2018Q3 202320
CONNING INC. 20200.05%0.26%0.35%Q4 2018Q3 202320
Allworth Financial LP 1610.00%0.01%0.06%Q3 2017Q3 202320
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 910.00%0.00%0.00%Q4 2015Q3 202320
Archer Investment Corp 20200.05%0.09%0.19%Q4 2018Q3 202320
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 20200.00%0.01%0.01%Q4 2018Q3 202320
Thomasville National Bank 1710.00%0.05%0.08%Q1 2015Q3 202320
American Portfolios Advisors 20200.01%0.08%0.13%Q4 2017Q3 202220
MANAGED ACCOUNT SERVICES INC 20200.60%0.73%0.91%Q4 2016Q3 202120
State of Tennessee, Treasury Department 20200.02%0.03%0.03%Q4 2018Q3 202320
F3Logic, LLC 20200.86%4.85%8.13%Q1 2018Q4 202220
TCI Wealth Advisors, Inc. 1410.00%0.01%0.03%Q4 2014Q1 202320
Norway Savings Bank 1280.00%0.09%0.18%Q1 2018Q3 202320
BAILARD, INC. 20200.52%1.69%2.80%Q4 2018Q3 202320
TRUST CO OF VERMONT 610.00%0.01%0.03%Q2 2015Q3 202320
Pensionmark Financial Group, LLC 20200.62%0.94%2.36%Q4 2018Q3 202320
Vivaldi Capital Management LP 20200.22%0.38%0.72%Q4 2018Q3 202320
Hirtle Callaghan & Co LLC 20200.00%6.07%11.71%Q4 2018Q3 202320
First Heartland Consultants, Inc. 20200.01%0.08%0.20%Q3 2018Q2 202320
Private Capital Group, LLC 19190.05%0.15%0.28%Q4 2017Q2 202219
Gladstone Institutional Advisory LLC 19190.30%0.67%1.22%Q1 2019Q3 202319
CX Institutional 1540.00%0.89%1.80%Q4 2018Q3 202319
COMERICA SECURITIES,INC. 19190.54%0.74%1.25%Q1 2019Q3 202319
TSFG, LLC 19190.04%0.14%0.38%Q1 2019Q3 202319
SMITH SHELLNUT WILSON LLC /ADV 19191.08%2.10%2.57%Q1 2019Q3 202319
Bremer Bank National Association 19192.58%4.63%6.55%Q1 2019Q3 202319
PEAPACK GLADSTONE FINANCIAL CORP 1450.01%0.06%0.14%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Ascent Wealth Partners, LLC 19190.06%0.31%1.83%Q3 2017Q1 202219
TWO SIGMA SECURITIES, LLC 310.00%0.13%0.46%Q1 2015Q3 202319
SCHMIDT P J INVESTMENT MANAGEMENT INC 19190.09%0.44%1.73%Q2 2015Q4 201919
Fulcrum Capital LLC 1040.20%5.13%13.46%Q4 2017Q3 202319
Global Strategic Investment Solutions, LLC 1810.06%9.38%18.68%Q4 2018Q3 202319
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1510.13%6.94%9.77%Q4 2015Q3 202319
ROBERTS GLORE & CO INC /IL/ 19190.10%0.20%0.32%Q1 2019Q3 202319
Dakota Wealth Management 1810.01%0.05%0.07%Q2 2018Q3 202319
Gradient Capital Advisors, LLC 1450.17%0.24%0.34%Q4 2018Q3 202319
River Wealth Advisors LLC 920.04%0.10%0.18%Q4 2017Q3 202319
SAGE RHINO CAPITAL LLC 19193.05%4.59%6.81%Q1 2019Q3 202319
Drexel Morgan & Co. 19190.98%2.48%4.63%Q4 2016Q2 202119
Inlet Private Wealth, LLC 19190.09%0.12%0.18%Q1 2019Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.14%0.28%0.42%Q1 2019Q3 202319
Ford Financial Group, LLC 1720.24%2.04%6.23%Q4 2017Q4 202219
Western Wealth Management, LLC 1180.19%0.31%0.49%Q4 2018Q3 202319
CYPRESS CAPITAL MANAGEMENT LLC 1450.05%0.18%0.38%Q2 2017Q3 202219
Portland Global Advisors LLC 19190.10%1.51%2.42%Q1 2019Q3 202319
THOROUGHBRED FINANCIAL SERVICES, LLC 1720.24%0.61%1.28%Q4 2018Q3 202319
Allen Investment Management, LLC 1540.04%0.16%0.41%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.20%0.43%Q1 2019Q3 202319
Transamerica Financial Advisors, Inc. 1510.00%0.05%0.28%Q1 2015Q3 202319
Fairhaven Wealth Management, LLC 1726.06%7.43%9.15%Q4 2018Q3 202319
Altavista Wealth Management, Inc. 19190.13%1.52%2.44%Q2 2017Q4 202119
Realta Investment Advisors 19190.04%0.26%0.43%Q1 2019Q3 202319
CI INVESTMENTS INC. 19190.00%0.25%0.76%Q1 2019Q3 202319
CRA Financial Services, LLC 19190.18%0.26%0.32%Q1 2019Q3 202319
Lenox Wealth Management, Inc. 19190.00%0.03%0.07%Q4 2015Q2 202019
FormulaFolio Investments, LLC 19190.10%1.10%1.99%Q4 2016Q2 202119
SEGALL BRYANT & HAMILL, LLC 1270.01%0.01%0.01%Q4 2018Q3 202319
VALLEY WEALTH MANAGERS, INC. 19190.15%0.22%0.29%Q1 2019Q3 202319
CHOREO, LLC 1360.02%0.24%0.70%Q2 2017Q3 202319
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 19190.22%2.96%6.38%Q1 2019Q3 202319
Altium Wealth Management LLC 19198.40%11.10%12.69%Q4 2017Q2 202219
Stratos Investment Management, LLC 19190.90%2.75%7.81%Q1 2019Q3 202319
FLC Capital Advisors 19190.07%0.97%4.47%Q4 2018Q2 202319
SMITH, MOORE & CO. 810.24%0.34%0.48%Q1 2015Q3 202219
ROWLAND CARMICHAEL ADVISORS INC /ADV 1630.00%0.13%0.24%Q1 2016Q4 202019
Evensky & Katz LLC 19190.02%0.13%0.30%Q1 2019Q3 202319
Arbor Investment Advisors, LLC 1450.08%0.85%1.84%Q4 2018Q3 202319
Windham Capital Management, LLC 19190.06%1.70%5.97%Q1 2019Q3 202319
Lavaca Capital LLC 1720.00%0.32%1.01%Q4 2018Q3 202319
Cornerstone Advisory, LLC 1090.10%0.65%1.14%Q3 2017Q3 202319
Alliance Wealth Management Group 19190.26%0.70%1.53%Q4 2018Q2 202319
AMERICAN CENTURY COMPANIES INC 19190.00%0.01%0.02%Q1 2019Q3 202319
Jefferies Group LLC 18180.00%0.00%0.01%Q1 2016Q2 202018
SVB WEALTH LLC 18180.07%0.15%0.31%Q2 2019Q3 202318
Shoker Investment Counsel, Inc. 18180.76%5.77%11.13%Q2 2019Q3 202318
SVA Wealth Management, LLC 830.02%0.05%0.10%Q2 2014Q4 202018
FIDUCIARY TRUST CO 18180.02%0.63%3.89%Q2 2019Q3 202318
ROPES WEALTH ADVISORS LLC 1620.00%0.33%0.47%Q1 2019Q3 202318
JANICZEK WEALTH MANAGEMENT, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
UNITED BANK 830.04%0.10%0.33%Q3 2017Q3 202318
SRS Capital Advisors, Inc. 1010.00%0.01%0.03%Q4 2018Q3 202318
Vestmark Advisory Solutions, Inc. 18180.04%0.27%0.73%Q1 2019Q2 202318
Horan Securities, Inc. 1170.02%0.27%1.00%Q4 2018Q2 202318
People's United Financial, Inc. 1620.00%0.03%0.06%Q1 2017Q1 202218
RAND WEALTH, LLC 18180.04%0.54%0.79%Q2 2014Q3 201818
DAVIDSON INVESTMENT ADVISORS 18180.70%1.18%1.53%Q3 2016Q4 202018
Pembroke Management, LTD 18180.08%0.33%0.55%Q2 2019Q3 202318
Mascoma Wealth Management LLC 910.00%0.76%4.15%Q1 2017Q3 202318
RVW Wealth, LLC 18180.00%0.16%0.74%Q3 2019Q4 202318
Omnia Family Wealth, LLC 1311.08%4.93%9.10%Q4 2016Q3 202318
Keudell/Morrison Wealth Management 18180.11%0.34%2.40%Q2 2019Q3 202318
Investors Research Corp 18180.00%0.07%0.11%Q2 2019Q3 202318
Investure, LLC 18180.37%2.89%6.49%Q2 2019Q3 202318
HM PAYSON & CO 18180.01%0.02%0.03%Q2 2019Q3 202318
Monument Capital Management 1440.11%3.68%6.91%Q2 2018Q3 202318
Klingman & Associates, LLC 1530.00%0.99%2.50%Q1 2016Q3 202318
JGP Wealth Management, LLC 18180.13%0.28%0.47%Q2 2019Q3 202318
Segment Wealth Management, LLC 840.09%0.66%1.66%Q2 2017Q3 202318
LAKE STREET PRIVATE WEALTH, LLC 1440.07%0.27%0.44%Q1 2019Q3 202318
Rock Creek Group, LP 18180.19%2.38%6.70%Q2 2019Q3 202318
LIBERTY WEALTH MANAGEMENT LLC 1430.01%1.17%3.85%Q4 2018Q3 202318
Essex Financial Services, Inc. 1510.05%0.12%0.44%Q1 2017Q3 202318
CITY HOLDING CO 18180.02%0.06%0.10%Q2 2019Q3 202318
Pinnacle Advisory Group, Inc. 18180.03%0.10%0.15%Q4 2016Q1 202118
Kingsview Wealth Management, LLC 1260.04%0.10%0.21%Q1 2019Q3 202318
Litman Gregory Wealth Management LLC 18180.00%0.33%0.62%Q2 2019Q3 202318
AJ WEALTH STRATEGIES, LLC 1350.03%1.11%4.13%Q4 2018Q2 202318
Csenge Advisory Group 1710.00%0.23%0.36%Q3 2018Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.09%0.50%0.72%Q1 2019Q3 202318
Carnegie Capital Asset Management, LLC 18180.02%0.03%0.04%Q2 2019Q3 202318
NextCapital Advisers, Inc. 181810.52%14.23%16.28%Q1 2018Q2 202218
Endurance Wealth Management, Inc. 18180.03%0.52%0.99%Q1 2019Q2 202318
Sound View Wealth Advisors Group, LLC 18180.14%0.24%0.50%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.18%0.40%Q2 2013Q3 201718
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1440.02%0.11%0.37%Q2 2018Q3 202318
Barrett Asset Management, LLC 1710.00%0.00%0.02%Q4 2016Q4 202118
Avidian Wealth Solutions, LLC 18180.07%5.97%9.17%Q2 2019Q3 202318
OPPENHEIMER ASSET MANAGEMENT INC. 18180.01%0.03%0.07%Q1 2017Q2 202118
BB&T SECURITIES, LLC 18180.01%0.54%1.09%Q2 2015Q3 201918
Pacifica Partners Inc. 17170.01%0.02%0.03%Q4 2019Q4 202317
Physician Wealth Advisors, Inc. 17173.00%5.23%7.56%Q3 2019Q3 202317
SII INVESTMENTS INC/WI 17170.05%0.86%1.95%Q4 2013Q4 201717
BEACON FINANCIAL GROUP 17170.04%0.35%0.50%Q1 2018Q1 202217
Cordasco Financial Network 17170.01%0.60%0.86%Q2 2018Q2 202217
TIEDEMANN ADVISORS, LLC 1070.02%0.08%0.13%Q2 2018Q3 202317
Hubbell Strickland Wealth Management, LLC 17171.73%2.07%2.65%Q3 2019Q3 202317
Private Wealth Advisors, Inc. 17170.12%1.24%2.14%Q4 2015Q4 201917
Stewardship Financial Advisors, LLC 17170.00%0.94%2.23%Q1 2017Q1 202117
Andesa Financial Management Inc. 1210.14%0.48%1.56%Q4 2017Q1 202317
Prime Capital Investment Advisors, LLC 810.00%0.07%0.29%Q2 2018Q3 202317
Country Club Trust Company, n.a. 17170.18%0.91%1.64%Q4 2017Q4 202117
Clark Capital Management Group, Inc. 1320.01%0.16%0.70%Q2 2014Q1 202317
Ellevest, Inc. 1610.01%0.46%0.75%Q4 2018Q3 202317
Biltmore Family Office, LLC 1210.01%0.18%0.30%Q4 2017Q3 202317
ACG Wealth 910.03%0.06%0.32%Q3 2015Q2 202217
Strategic Financial Services, Inc, 17171.73%8.22%11.66%Q4 2015Q4 201917
EP Wealth Advisors, LLC 1310.01%0.06%0.23%Q1 2019Q3 202317
Freestone Capital Holdings, LLC 1430.00%0.19%1.17%Q4 2017Q3 202317
Avantax Planning Partners, Inc. 1010.01%0.02%0.03%Q1 2018Q2 202317
NORTHWEST INVESTMENT COUNSELORS, LLC 920.02%0.10%0.17%Q2 2017Q3 202317
Alera Investment Advisors, LLC 1520.01%2.69%6.02%Q4 2018Q3 202317
Concorde Asset Management, LLC 17170.14%2.03%4.20%Q1 2017Q1 202117
Strategic Wealth Partners Group, LLC 920.08%0.47%3.39%Q1 2018Q3 202317
Strategic Investment Advisors / MI 1610.27%2.02%3.49%Q2 2019Q3 202317
PARTNERS CAPITAL INVESTMENT GROUP, LLP 17170.27%1.59%8.08%Q3 2019Q3 202317
Pathway Financial Advisors LLC 1430.08%0.35%0.75%Q4 2017Q2 202217
Ironwood Financial, llc 1210.01%0.08%0.39%Q3 2015Q3 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.08%0.49%2.03%Q4 2018Q3 202317
SECURITY NATIONAL TRUST CO 17170.00%0.02%0.04%Q3 2017Q3 202117
FLOW TRADERS U.S. LLC 710.00%2.68%17.13%Q3 2013Q3 202217
STATE OF WISCONSIN INVESTMENT BOARD 820.01%0.07%0.17%Q3 2018Q2 202317
IFC Holdings Incorporated/FL 17170.17%1.22%2.16%Q4 2013Q4 201717
Birch Hill Investment Advisors LLC 1520.02%0.03%0.03%Q3 2018Q3 202317
NATIONAL PLANNING CORP 17170.05%0.21%0.57%Q4 2013Q4 201717
CIM INVESTMENT MANAGEMENT INC 17171.59%2.25%2.60%Q3 2019Q3 202317
Vigilant Capital Management, LLC 910.00%0.01%0.04%Q3 2017Q2 202317
FULTON BANK, N.A. 1510.02%0.05%0.08%Q3 2018Q4 202317
LS Investment Advisors, LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
NBT BANK N A /NY 1520.06%1.09%1.56%Q1 2018Q3 202317
Barnett & Company, Inc. 17170.03%0.05%0.09%Q2 2017Q2 202117
Baldrige Asset Management LLC 17171.57%2.35%3.22%Q1 2019Q1 202317
Janney Capital Management LLC 17174.62%5.93%7.63%Q3 2019Q3 202317
Ahrens Investment Partners LLC 1510.02%0.36%0.52%Q4 2018Q1 202316
Matson Money. Inc. 16164.37%5.02%5.72%Q4 2019Q3 202316
Bristlecone Advisors, LLC 1510.03%0.16%0.21%Q3 2017Q3 202316
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1330.00%0.00%0.00%Q2 2019Q3 202316
LEAVELL INVESTMENT MANAGEMENT, INC. 16160.02%0.14%0.20%Q4 2019Q3 202316
PITTENGER & ANDERSON INC 910.00%0.02%0.04%Q1 2018Q3 202316
DAVIS R M INC 1120.01%0.01%0.02%Q4 2018Q3 202316
MITCHELL CAPITAL MANAGEMENT CO 16160.06%0.08%0.10%Q4 2019Q3 202316
ARGENT CAPITAL MANAGEMENT LLC 730.01%0.01%0.01%Q2 2018Q3 202316
PROFFITT & GOODSON INC 1510.04%0.05%0.07%Q3 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.21%0.26%0.34%Q4 2019Q3 202316
Hilltop Holdings Inc. 730.16%0.54%1.34%Q2 2019Q3 202316
AMERICAN NATIONAL BANK 1060.01%0.05%0.14%Q1 2017Q3 202316
Madison Asset Management, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
ROWLANDMILLER & PARTNERS.ADV 16160.06%0.08%0.10%Q1 2020Q4 202316
Halpern Financial, Inc. 16163.40%4.74%6.16%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16165.26%6.01%6.62%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16162.13%4.66%6.90%Q4 2019Q3 202316
Equitable Holdings, Inc. 16161.17%1.35%1.75%Q4 2019Q3 202316
Intelligence Driven Advisers, LLC 16160.11%1.78%4.19%Q2 2019Q1 202316
Carl P. Sherr & Co., LLC 16160.17%0.22%0.30%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.00%0.22%0.65%Q4 2019Q3 202316
Veracity Capital LLC 16160.57%1.70%3.72%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16163.26%7.61%8.90%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 16164.88%5.66%6.11%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.11%0.71%1.61%Q4 2019Q3 202316
Kerntke Otto McGlone Wealth Management Group 16161.07%2.67%3.84%Q4 2019Q3 202316
Seven Springs Wealth Group, LLC 16160.36%1.80%7.55%Q4 2019Q3 202316
Center for Financial Planning, Inc. 161612.32%14.00%16.38%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16165.80%7.31%8.58%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.06%0.30%0.54%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.33%3.31%4.56%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16161.42%2.47%3.52%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.09%0.17%0.41%Q4 2019Q3 202316
1st Global Advisors, Inc. 16160.07%5.36%7.55%Q3 2013Q2 201716
University of Massachusetts Foundation, Inc. 161611.31%21.41%43.24%Q4 2019Q3 202316
TL Private Wealth 16160.47%0.71%2.44%Q4 2019Q3 202316
Element Wealth, LLC 16162.56%4.73%6.76%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.39%2.14%3.00%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16163.41%5.28%7.48%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.35%0.54%1.11%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.42%0.60%0.90%Q4 2019Q3 202316
AMG National Trust Bank 16160.04%0.85%1.20%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.13%0.23%0.75%Q4 2019Q3 202316
Stokes Family Office, LLC 16161.18%1.95%2.58%Q4 2019Q3 202316
CVA Family Office, LLC 16160.76%3.53%7.33%Q4 2019Q3 202316
DOHJ, LLC 16165.72%7.40%9.14%Q4 2019Q3 202316
Financial Architects, Inc 16160.00%0.01%0.04%Q3 2016Q2 202016
MACQUARIE GROUP LTD 16160.00%0.04%0.16%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.09%0.28%0.58%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16165.46%6.85%8.52%Q4 2019Q3 202316
DAN L DUNCAN FOUNDATION 161650.10%64.06%81.73%Q4 2019Q3 202316
Single Point Partners, LLC 16162.05%4.36%20.28%Q4 2019Q3 202316
LPWM LLC 16164.14%7.43%12.75%Q4 2019Q3 202316
Sound Financial Strategies Group, LLC 16160.07%0.59%4.68%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.08%0.29%0.95%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.35%0.51%1.02%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.14%0.49%1.66%Q4 2019Q3 202316
Firestone Capital Management 16160.46%0.65%0.88%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.54%2.01%8.44%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.04%0.10%0.50%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.01%0.06%Q3 2019Q3 202316
Venture Visionary Partners LLC 16160.96%1.84%4.58%Q4 2019Q3 202316
Chevy Chase Trust Holdings, LLC 1210.00%0.00%0.01%Q2 2018Q1 202316
HILLTOP WEALTH ADVISORS, LLC 16160.36%0.58%1.68%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.40%0.46%0.59%Q4 2019Q3 202316
Marcum Wealth, LLC 16164.21%5.83%11.01%Q4 2019Q3 202316
Roundview Capital LLC 16160.13%0.23%0.29%Q4 2019Q3 202316
Retirement Planning Group, LLC 1420.03%0.07%0.18%Q2 2013Q3 202316
Inscription Capital, LLC 920.08%0.18%0.35%Q4 2018Q3 202316
Paradigm Financial Partners, LLC 1420.06%0.12%0.20%Q4 2018Q1 202316
TRUEFG, LLC 16160.23%0.30%0.43%Q4 2019Q3 202316
Summit Financial, LLC 1420.07%0.53%0.94%Q4 2018Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 1150.03%0.56%2.18%Q4 2018Q3 202316
Claro Advisors LLC 1010.10%0.38%1.20%Q4 2018Q3 202316
Graves Light Lenhart Wealth, Inc. 1420.05%2.24%5.90%Q3 2019Q3 202316
McCutchen Group LLC 16160.52%2.48%3.91%Q4 2018Q3 202216
O'Dell Group, LLC 1240.16%0.96%4.35%Q1 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.03%1.64%4.51%Q4 2019Q3 202316
Clearshares LLC 1243.47%4.31%5.33%Q4 2017Q4 202116
W.G. Shaheen & Associates DBA Whitney & Co 16160.05%0.18%0.25%Q4 2017Q3 202116
NAPLES GLOBAL ADVISORS, LLC 1310.03%0.05%0.09%Q3 2018Q3 202316
LifePlan Financial Group, Inc 16160.08%1.32%2.73%Q4 2016Q3 202016
Miracle Mile Advisors, LLC 1510.03%1.46%2.49%Q3 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.02%0.03%Q4 2019Q3 202316
55I, LLC 16160.62%1.75%4.74%Q4 2018Q3 202216
GeoWealth Management, LLC 1010.08%0.67%1.54%Q2 2019Q3 202316
Waldron Private Wealth LLC 1510.14%0.55%0.83%Q2 2016Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.01%0.03%Q2 2019Q3 202316
Tradewinds Capital Management, LLC 1510.01%0.01%0.02%Q4 2018Q3 202316
Sterling Investment Advisors, Ltd. 16160.01%0.02%0.06%Q3 2018Q2 202216
LeJeune Puetz Investment Counsel LLC 610.04%0.06%0.08%Q1 2017Q1 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.16%0.38%Q4 2015Q3 201916
Meridian Wealth Management, LLC 810.02%0.08%0.25%Q4 2018Q3 202316
Integrated Advisors Network LLC 16160.32%0.59%0.96%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 1240.00%0.01%0.06%Q1 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.13%2.71%5.55%Q4 2019Q3 202316
FIRST TRUST ADVISORS LP 15150.00%0.01%0.02%Q1 2019Q3 202215
Avion Wealth 15150.00%0.34%1.26%Q1 2020Q3 202315
ARKANSAS FINANCIAL GROUP, INC. 15150.10%0.23%0.36%Q1 2020Q3 202315
Relyea Zuckerberg Hanson LLC 15150.69%1.13%2.53%Q1 2020Q3 202315
BALDWIN BROTHERS LLC/MA 1230.00%0.00%0.01%Q1 2019Q4 202315
MCIA Inc 15150.03%1.72%7.24%Q2 2017Q4 202015
Graypoint LLC 15150.24%0.59%0.85%Q1 2020Q3 202315
RATIONAL ADVISORS LLC 1140.00%0.99%3.40%Q4 2019Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.00%0.02%0.24%Q1 2020Q3 202315
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.00%Q4 2015Q3 202315
Rosenberg Matthew Hamilton 15150.00%0.16%0.38%Q1 2020Q3 202315
Wakefield Asset Management LLLP 1410.08%1.09%1.29%Q4 2018Q3 202315
KFA Private Wealth Group, LLC 1230.19%0.30%0.43%Q4 2019Q3 202315
B. Riley Wealth Management, Inc. 15150.00%0.07%0.12%Q4 2018Q2 202215
HHM Wealth Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Cooper Financial Group 1410.06%0.18%0.40%Q4 2018Q3 202315
First Citizens Financial Corp 1321.03%1.47%2.47%Q4 2019Q3 202315
CERTUITY, LLC 1410.05%0.08%0.13%Q4 2019Q3 202315
Argent Advisors, Inc. 1325.09%6.39%7.43%Q4 2019Q3 202315
STEPHENS GROUP ASSET MANAGEMENT, LLC 1410.14%0.58%0.93%Q4 2018Q3 202315
Perennial Investment Advisors, LLC 1230.08%0.25%1.44%Q4 2019Q3 202315
Mission Creek Capital Partners, Inc. 1410.05%0.13%0.24%Q4 2019Q3 202315
Carlson Capital Management 15150.09%0.14%0.20%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.07%0.19%Q2 2013Q4 201615
BRYN MAWR TRUST Co 15150.10%0.11%0.12%Q1 2020Q3 202315
Peninsula Wealth, LLC 15151.83%3.83%5.04%Q1 2020Q3 202315
Stolper Co 15150.13%0.20%0.25%Q1 2020Q3 202315
Titus Wealth Management 15150.54%4.29%6.60%Q4 2018Q2 202215
M&R CAPITAL MANAGEMENT INC 15150.01%0.02%0.04%Q2 2020Q4 202315
MAGNOLIA CAPITAL ADVISORS LLC 1050.42%0.98%2.25%Q4 2019Q3 202315
CPWM, LLC 1110.06%0.11%0.17%Q2 2015Q3 202215
Columbia Trust Co 01012016 1230.76%1.38%3.62%Q4 2019Q3 202315
REILLY FINANCIAL ADVISORS, LLC 15150.00%0.00%0.02%Q2 2018Q4 202115
AdvicePeriod, LLC 15150.94%2.02%2.89%Q4 2017Q2 202115
RPG Investment Advisory, LLC 15150.01%0.76%1.10%Q2 2017Q4 202015
Aprio Wealth Management, LLC 1051.08%3.52%6.80%Q4 2019Q3 202315
BALLAST ADVISORS LLC 960.10%0.13%0.22%Q4 2019Q3 202315
Aureus Asset Management, LLC 1050.01%0.04%0.13%Q2 2016Q3 202315
Petix & Botte Co 1230.79%1.55%3.42%Q4 2019Q3 202315
BRADLEY FOSTER & SARGENT INC/CT 1320.01%0.02%0.03%Q4 2019Q3 202315
Apollon Wealth Management, LLC 15150.61%1.04%1.65%Q1 2020Q3 202315
ROVIN CAPITAL /UT/ /ADV 1140.15%0.44%1.23%Q4 2019Q3 202315
Jordan Park Group LLC 1020.02%0.77%1.75%Q2 2018Q3 202315
Prism Advisors, Inc. 15151.30%1.66%3.14%Q1 2020Q3 202315
COURIER CAPITAL LLC 15150.03%0.06%0.08%Q1 2020Q3 202315
Atlantic Union Bankshares Corp 15150.02%0.07%0.31%Q1 2020Q3 202315
Emerson Wealth, LLC 15150.08%1.70%6.04%Q4 2018Q2 202215
LINCOLN CAPITAL CORP 15150.34%4.84%6.96%Q1 2020Q3 202315
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15150.48%0.95%1.79%Q1 2020Q3 202315
Gryphon Financial Partners LLC 910.01%0.14%0.29%Q4 2017Q3 202315
Wolff Financial Management LLC 1050.10%0.16%0.27%Q4 2018Q3 202215
Berman Capital Advisors, LLC 1410.11%8.79%12.04%Q4 2017Q3 202115
ERn Financial, LLC 15150.87%1.32%1.63%Q1 2020Q3 202315
S. R. Schill & Associates 15157.37%8.08%9.36%Q1 2020Q3 202315
CCG WEALTH MANAGEMENT, LLC 15151.53%3.70%7.19%Q4 2018Q2 202215
KMG FIDUCIARY PARTNERS, LLC 15150.67%1.00%1.70%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.53%0.64%0.98%Q1 2020Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 1320.08%0.45%0.79%Q4 2019Q3 202315
WADDELL & ASSOCIATES, LLC 15154.91%5.74%7.38%Q1 2020Q3 202315
Krilogy Financial LLC 15150.00%0.06%0.11%Q2 2016Q4 201915
Corient Capital Partners, LLC 1230.03%0.20%0.99%Q1 2017Q2 202215
Chicago Wealth Management, Inc. 1410.53%7.92%13.96%Q4 2019Q3 202315
Retirement Group, LLC 1410.00%0.22%1.21%Q4 2019Q3 202315
Vista Private Wealth Partners. LLC 1410.04%0.44%1.18%Q3 2019Q3 202315
Ausdal Financial Partners, Inc. 1320.04%0.06%0.09%Q2 2018Q3 202315
BOYS ARNOLD & CO INC 15150.08%0.62%1.25%Q3 2016Q1 202015
Plancorp, LLC 15150.10%0.59%1.45%Q1 2020Q3 202315
BREMER TRUST NATIONAL ASSOCIATION 15150.65%3.85%6.19%Q2 2015Q4 201815
HC FINANCIAL ADVISORS INC 15150.84%1.25%3.46%Q4 2018Q2 202215
Advisor Group, Inc. 15150.16%0.73%1.48%Q2 2016Q4 201915
Pinnacle Wealth Planning Services, Inc. 1310.05%0.09%0.24%Q3 2019Q1 202314
Vantage Investment Advisors, LLC 14140.00%0.27%0.75%Q2 2015Q3 201814
MainStreet Investment Advisors LLC 14140.45%1.28%4.97%Q2 2020Q3 202314
Crewe Advisors LLC 1310.01%0.71%2.63%Q2 2019Q3 202314
Gemmer Asset Management LLC 1130.01%0.02%0.04%Q3 2019Q3 202314
VIRIDIAN RIA, LLC 1220.11%1.56%2.39%Q3 2018Q1 202214
Alaska Permanent Fund Corp 1225.29%10.49%22.04%Q1 2020Q3 202314
Avondale Wealth Management 1040.20%6.62%16.52%Q4 2017Q3 202314
Clarkston Capital Partners, LLC 14140.01%0.01%0.03%Q2 2020Q3 202314
CreativeOne Wealth, LLC 1210.02%0.06%0.12%Q2 2019Q3 202314
Grant Street Asset Management, Inc. 14140.11%3.26%7.64%Q2 2020Q3 202314
Brio Consultants, LLC 14140.91%3.08%5.33%Q2 2020Q3 202314
LITTLE HOUSE CAPITAL LLC 14140.14%1.55%3.26%Q2 2020Q3 202314
Signature Financial Management, Inc. 14140.45%1.78%4.19%Q3 2015Q4 201814
Independent Order of Foresters 14141.94%6.58%11.02%Q3 2018Q4 202114
Hardy Reed LLC 14141.47%1.76%2.62%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.10%1.46%2.76%Q4 2018Q1 202214
TimeScale Financial, Inc. 720.00%0.01%0.03%Q2 2019Q2 202314
Magnus Financial Group LLC 950.05%0.15%0.33%Q4 2018Q3 202314
ALTERNA WEALTH MANAGEMENT, INC 820.35%1.16%4.03%Q1 2019Q3 202314
Bay Harbor Wealth Management, LLC 1210.00%0.63%1.76%Q4 2018Q4 202214
SIMPLEX TRADING, LLC 1210.00%0.00%0.00%Q4 2016Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
PRIVATE CAPITAL MANAGEMENT LLC 14140.16%3.19%5.71%Q2 2020Q3 202314
IEQ CAPITAL, LLC 1310.17%0.29%1.02%Q4 2019Q3 202314
Northwest Bancshares, Inc. 14140.31%0.66%1.58%Q2 2020Q3 202314
PagnatoKarp Partners LLC 14140.39%0.79%1.90%Q4 2016Q1 202014
Wealthquest Corp 14144.16%6.64%9.21%Q2 2020Q3 202314
Wealth Alliance 14140.08%0.70%1.38%Q2 2020Q3 202314
SkyOak Wealth, LLC 14140.43%1.33%2.28%Q2 2020Q3 202314
Adero Partners, LLC 14140.04%0.15%0.45%Q2 2020Q3 202314
Zions Bancorporation, N.A. 810.00%0.07%0.15%Q1 2019Q3 202314
HL FINANCIAL SERVICES LLC 14140.01%0.07%0.22%Q4 2015Q1 201914
Apella Capital, LLC 1130.08%0.19%0.27%Q2 2020Q4 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.01%0.02%Q3 2018Q3 202314
HCR Wealth Advisors 1210.02%0.08%0.17%Q4 2019Q3 202314
Lincoln Capital LLC 14140.16%0.34%0.40%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.18%0.25%0.45%Q4 2019Q3 202314
Fortis Advisors, LLC 810.01%0.04%0.14%Q3 2017Q3 202314
Donald L. Hagan, LLC 14140.28%0.63%0.84%Q3 2019Q4 202214
ISTHMUS PARTNERS, LLC 810.00%1.44%4.47%Q4 2016Q3 202314
Keebeck Wealth Management, LLC 1210.00%0.06%0.12%Q4 2019Q3 202314
Legacy Private Trust Co. 14140.02%0.04%0.04%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.59%5.07%10.39%Q4 2019Q1 202314
RMB Capital Management, LLC 1310.01%0.02%0.04%Q4 2019Q3 202314
Continuum Advisory, LLC 14140.61%0.88%1.16%Q2 2020Q3 202314
Wealthspire Advisors, LLC 1310.04%0.54%1.27%Q1 2020Q3 202314
Schoolcraft Capital LLC 14140.09%0.12%0.15%Q2 2020Q3 202314
BlackRock Investment Management, LLC 14140.00%0.09%0.20%Q3 2013Q4 201614
NATIXIS 14140.03%0.04%0.05%Q4 2018Q1 202214
STRATEGY ASSET MANAGERS LLC 810.12%0.23%0.33%Q4 2019Q3 202314
HOLLENCREST CAPITAL MANAGEMENT 630.04%0.64%1.74%Q2 2019Q3 202314
OKABENA INVESTMENT SERVICES INC 14140.02%0.82%2.51%Q2 2020Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.13%0.92%1.82%Q2 2020Q3 202314
WADE G W & INC 1220.02%0.25%0.49%Q2 2018Q3 202314
Stokes & Hubbell Capital Management, LLC 14140.76%2.16%3.18%Q4 2015Q1 201914
VAUGHAN & Co SECURITIES, INC. 860.29%0.50%0.70%Q4 2019Q3 202314
PDS Planning, Inc 14141.33%1.72%2.55%Q2 2020Q3 202314
DELTA ASSET MANAGEMENT LLC/TN 1040.01%0.01%0.01%Q3 2019Q3 202314
CAMBRIDGE TRUST CO 1130.01%0.03%0.11%Q3 2019Q3 202314
Orgel Wealth Management, LLC 14140.69%1.59%2.49%Q2 2020Q3 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.05%0.09%0.16%Q2 2020Q3 202314
DROMS STRAUSS ADVISORS INC /MO/ /ADV 14140.29%0.42%0.52%Q2 2020Q3 202314
One Wealth Advisors, LLC 1040.19%0.34%1.22%Q1 2020Q3 202314
Covenant Multifamily Offices, LLC 1310.00%0.67%1.78%Q4 2017Q3 202114
Legacy Advisors, LLC 630.03%0.13%0.48%Q3 2018Q3 202314
Allianz Asset Management GmbH 13130.00%0.00%0.01%Q1 2017Q1 202013
CONCENTRIC WEALTH MANAGEMENT, LLC 13132.56%2.80%3.20%Q3 2020Q3 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 13132.58%4.08%6.70%Q4 2018Q4 202113
BLUESTEIN R H & CO LLC 13130.05%0.15%0.26%Q3 2019Q3 202213
ELEMENT POINTE ADVISORS, LLC 540.31%1.77%3.50%Q4 2018Q3 202313
BCS Wealth Management 13132.08%2.70%3.62%Q4 2019Q4 202213
FARMERS & MERCHANTS INVESTMENTS INC 1010.00%0.00%0.01%Q3 2017Q3 202313
Bison Wealth, LLC 1010.10%0.25%0.56%Q2 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.18%0.38%0.56%Q3 2020Q3 202313
NEW ENGLAND ASSET MANAGEMENT INC 13130.14%1.06%4.16%Q3 2020Q3 202313
Northeast Financial Consultants Inc 13130.05%0.09%0.20%Q3 2020Q3 202313
BANK OF NOVA SCOTIA 1010.00%0.03%0.19%Q4 2018Q2 202213
CAPITAL WEALTH MANAGEMENT, LLC 13130.42%1.32%2.06%Q4 2019Q4 202213
AGF INVESTMENTS INC. 13130.02%0.04%0.12%Q1 2016Q1 201913
DeGreen Capital Management LLC 13130.32%2.50%3.84%Q4 2016Q4 201913
Jasper Ridge Partners, L.P. 13130.40%4.42%12.21%Q4 2018Q4 202113
1834 INVESTMENT ADVISORS CO 1010.01%0.01%0.02%Q4 2017Q2 202213
SHUFRO ROSE & CO LLC 13130.17%0.51%0.98%Q3 2020Q3 202313
BlackRock Institutional Trust Company, N.A. 13130.00%0.01%0.02%Q4 2013Q4 201613
CAMDEN NATIONAL BANK 1010.04%0.06%0.08%Q2 2018Q3 202313
Intellectus Partners, LLC 610.01%0.30%0.40%Q4 2016Q2 202013
YHB Investment Advisors, Inc. 13130.13%0.30%0.56%Q3 2020Q3 202313
Column Capital Advisors, LLC 1030.00%0.03%0.05%Q4 2019Q3 202313
Braun-Bostich & Associates Inc. 720.05%2.26%5.49%Q4 2017Q2 202213
CALTON & ASSOCIATES, INC. 810.07%0.19%0.34%Q4 2017Q1 202213
Proficio Capital Partners LLC 13130.04%0.05%0.10%Q2 2016Q2 201913
QUEST CAPITAL MANAGEMENT INC /ADV 13130.08%0.49%1.50%Q4 2018Q4 202113
Independence Wealth Advisors, Inc. 13138.95%10.43%12.28%Q4 2017Q4 202013
Summit Trail Advisors, LLC 810.08%0.24%0.59%Q2 2018Q3 202313
O'Brien Wealth Partners LLC 13130.24%0.29%0.35%Q1 2016Q1 201913
Clear Creek Financial Management, LLC 1030.06%0.32%2.21%Q2 2020Q3 202313
Personal Capital Advisors Corp 1010.00%0.04%0.53%Q4 2018Q4 202213
WASHINGTON TRUST BANK 13130.00%0.01%0.10%Q2 2015Q2 201813
Northwest Capital Management Inc 940.15%0.27%0.33%Q4 2017Q3 202313
EPG Wealth Management LLC 1120.03%0.20%0.27%Q4 2019Q3 202313
Emerald Advisors, LLC 1210.55%0.96%1.13%Q4 2019Q3 202313
Daniels&Tansey,LLP 13134.23%7.45%10.26%Q3 2020Q3 202313
Neumann Capital Management, LLC 13130.11%2.96%7.07%Q3 2020Q3 202313
CWS Financial Advisors, LLC 850.81%0.93%1.14%Q2 2020Q3 202313
New Capital Management LP 710.61%1.05%1.77%Q1 2020Q3 202313
Mayfair Advisory Group, LLC 940.23%0.38%0.68%Q2 2020Q3 202313
Bedel Financial Consulting, Inc. 13130.01%0.02%0.06%Q1 2019Q1 202213
Shepherd Financial Partners LLC 1030.05%2.62%6.71%Q1 2018Q3 202313
Private Vista, LLC 13130.15%0.24%0.38%Q1 2017Q1 202013
Enterprise Trust & Investment Co 13130.00%0.11%0.19%Q2 2019Q2 202213
Financial Enhancement Group LLC 810.00%0.00%0.01%Q1 2018Q3 202213
Key FInancial Inc 1210.01%0.08%0.14%Q1 2020Q3 202313
INVESTMENT CENTERS OF AMERICA INC 1120.14%0.67%1.34%Q2 2014Q3 201713
WestEnd Advisors, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
Vanguard Personalized Indexing Management, LLC 13130.03%0.12%0.37%Q3 2020Q3 202313
Silicon Hills Wealth Management, LLC 13130.22%3.30%6.86%Q4 2019Q4 202213
Sharkey, Howes & Javer 13130.00%1.76%4.12%Q1 2018Q1 202113
FOUNDERS FINANCIAL SECURITIES LLC 1210.36%1.19%3.28%Q3 2017Q3 202313
Kopp Family Office, LLC 13130.03%6.60%16.72%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.22%0.27%0.46%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.05%0.18%Q3 2020Q3 202313
Baron Financial Group, LLC 13130.13%0.20%0.33%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.19%0.33%0.46%Q3 2020Q3 202313
Partnervest Advisory Services LLC 850.01%0.18%0.38%Q2 2013Q3 202013
Newbridge Financial Services Group, Inc. 13130.03%0.15%0.23%Q3 2020Q3 202313
Calamos Advisors LLC 13130.00%0.01%0.02%Q4 2016Q4 201913
Mayflower Financial Advisors, LLC 12120.61%0.73%0.93%Q4 2020Q3 202312
DOWLING & YAHNKE LLC 840.02%0.04%0.05%Q2 2019Q3 202212
NICHOLS & PRATT ADVISERS LLP /MA 12120.02%0.03%0.06%Q1 2018Q4 202012
FOSTER & MOTLEY INC 12120.08%0.11%0.16%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.06%0.44%0.89%Q4 2019Q3 202312
COUNTRY TRUST BANK 710.00%0.00%0.00%Q2 2016Q3 202212
Destination Wealth Management 610.00%0.01%0.02%Q1 2018Q3 202312
ProVise Management Group, LLC 12120.03%0.06%0.07%Q2 2017Q1 202012
Geller Advisors LLC 1110.08%0.09%0.16%Q3 2019Q3 202212
MAKENA CAPITAL MANAGEMENT LLC 12120.32%2.31%4.77%Q3 2014Q2 201712
COMERICA SECURITIES INC 840.40%0.58%0.91%Q4 2015Q4 201812
Baker Avenue Asset Management, LP 610.00%0.14%0.31%Q2 2015Q4 202212
Cypress Wealth Advisors LLC 910.19%0.58%1.08%Q2 2015Q3 201812
Brouwer & Janachowski, LLC 12120.07%0.09%0.12%Q4 2018Q3 202112
McKinley Carter Wealth Services, Inc. 12120.44%3.09%3.94%Q4 2020Q3 202312
Nuveen Asset Management, LLC 12120.04%0.08%0.11%Q4 2020Q3 202312
Horizon Investments, LLC 1110.07%1.07%5.67%Q3 2017Q3 202312
M Holdings Securities, Inc. 510.03%0.13%0.59%Q3 2014Q1 202312
Joel Isaacson & Co., LLC 710.00%0.01%0.04%Q2 2015Q3 202312
Wilshire Advisors LLC 12127.73%19.69%23.23%Q4 2020Q3 202312
Colony Family Offices, LLC 121213.01%18.10%31.50%Q4 2020Q3 202312
Renasant Bank 12120.28%0.62%0.90%Q4 2020Q3 202312
Highland Private Wealth Management 1111.41%5.09%6.37%Q1 2018Q3 202212
Capital Asset Advisory Services LLC 12120.01%0.01%0.02%Q4 2019Q3 202212
SevenBridge Financial Group, LLC 12120.11%0.56%0.78%Q2 2019Q1 202212
Cable Hill Partners, LLC 720.03%0.18%0.35%Q3 2017Q3 202212
PERSONAL CFO SOLUTIONS, LLC 810.00%0.07%0.12%Q3 2019Q1 202312
Almanack Investment Partners, LLC. 12120.06%0.13%0.38%Q3 2020Q2 202312
McAdam, LLC 930.00%0.41%0.93%Q1 2018Q3 202312
ACCESS FINANCIAL SERVICES, INC. 12120.68%0.77%0.88%Q4 2020Q3 202312
Ferris Capital, LLC 530.24%1.39%3.74%Q4 2018Q1 202212
AAF Wealth Management, LLC 12121.50%2.50%3.56%Q4 2020Q3 202312
Financial Gravity Asset Management, Inc. 530.00%0.07%0.19%Q1 2018Q3 202312
Facet Wealth, Inc. 12120.61%1.61%2.54%Q4 2020Q3 202312
Insight Wealth Strategies, LLC 12120.03%0.20%0.38%Q1 2019Q4 202112
Oxinas Partners Wealth Management LLC 12120.16%0.43%0.90%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.07%0.10%0.13%Q4 2020Q3 202312
Outlook Wealth Advisors, LLC 620.09%0.78%2.08%Q1 2019Q3 202312
HOWARD FINANCIAL SERVICES, LTD. 520.10%0.24%0.36%Q4 2018Q3 202312
Golden State Wealth Management, LLC 930.01%0.08%0.34%Q1 2019Q1 202212
Beacon Harbor Wealth Advisors, Inc. 530.45%2.05%3.26%Q3 2019Q3 202312
tru Independence LLC 1110.54%0.92%1.62%Q4 2019Q3 202312
Capital Planning LLC 12120.51%0.91%1.17%Q4 2020Q3 202312
Live Oak Private Wealth LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
Symphony Financial, Ltd. Co. 12120.74%3.37%5.41%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.05%0.27%0.58%Q4 2020Q3 202312
PAX Financial Group, LLC 810.05%1.09%5.00%Q4 2019Q3 202312
Eudaimonia Partners, LLC 660.01%0.07%0.21%Q4 2019Q3 202312
Charter Oak Capital Management, LLC 12120.10%0.13%0.16%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12123.05%6.52%9.86%Q4 2020Q3 202312
Intrua Financial, LLC 12120.20%0.96%1.52%Q2 2020Q1 202312
Concord Wealth Partners 12120.04%0.11%0.18%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12121.41%1.95%3.61%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12123.15%3.61%5.24%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.07%0.31%0.60%Q4 2020Q3 202312
KWB Wealth 12120.08%0.53%1.31%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12120.26%0.65%1.30%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.53%1.56%2.34%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.60%0.88%1.04%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.01%0.64%1.52%Q3 2020Q2 202312
Sage Mountain Advisors LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.61%0.96%1.56%Q4 2020Q3 202312
Schiavi & Co LLC 12120.16%0.49%1.20%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12122.82%3.32%3.64%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.00%0.05%0.12%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.46%1.02%1.40%Q4 2020Q3 202312
Roth Financial Partners LLC 121218.76%20.37%22.59%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12122.19%2.52%3.31%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.22%0.34%0.70%Q4 2020Q3 202312
PATRON PARTNERS, LLC 12120.44%0.95%1.15%Q4 2020Q3 202312
TCG Advisory Services, LLC 12120.06%0.10%0.14%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.04%0.22%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.71%0.84%0.96%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.44%0.67%0.84%Q4 2020Q3 202312
Fountainhead AM, LLC 12120.72%1.01%1.28%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.22%1.53%3.96%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.17%0.20%0.26%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12120.14%1.27%2.89%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.08%1.35%2.47%Q4 2020Q3 202312
Montis Financial, LLC 121212.79%15.47%17.66%Q4 2020Q3 202312
Veery Capital, LLC 12124.72%5.15%6.07%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.26%0.70%1.35%Q4 2020Q3 202312
COWA, LLC 12121.41%2.98%5.26%Q4 2020Q3 202312
Compton Financial Group, LLC 121214.53%15.95%17.49%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12124.99%5.41%6.17%Q4 2020Q3 202312
ShoreHaven Wealth Partners, LLC 12120.37%4.04%9.82%Q4 2020Q3 202312
ADE, LLC 12122.68%4.71%6.19%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12122.26%3.00%4.73%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.34%0.68%1.30%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.23%0.57%1.04%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12122.78%3.81%5.47%Q4 2020Q3 202312
Tacita Capital Inc 12120.02%0.06%0.30%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12121.91%2.83%4.44%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.87%1.04%1.32%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.16%0.32%0.75%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.05%0.08%0.13%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12121.97%4.07%6.14%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12123.89%4.40%6.10%Q4 2020Q3 202312
Curi Wealth Management, LLC 12121.69%1.98%2.62%Q4 2020Q3 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.37%1.02%1.99%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.46%0.78%1.50%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.03%0.13%0.34%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.74%1.03%1.23%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.52%0.83%2.25%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12121.69%2.24%3.13%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.02%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.36%0.67%1.56%Q4 2018Q3 202112
VALLEY NATIONAL ADVISERS INC 1020.00%0.01%0.03%Q3 2019Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.08%0.36%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 1010.00%0.06%0.15%Q2 2017Q3 202212
SALEM INVESTMENT COUNSELORS INC 12120.01%0.03%0.04%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12127.05%10.42%11.82%Q4 2020Q3 202312
ARCADIA INVESTMENT MANAGEMENT CORP/MI 11110.01%0.02%0.02%Q1 2021Q3 202311
COLTON GROOME FINANCIAL ADVISORS, LLC 11110.14%0.82%2.15%Q1 2021Q3 202311
Ameritas Investment Company, LLC 920.04%0.17%0.74%Q4 2018Q3 202111
Piscataqua Savings Bank 11110.03%0.03%0.04%Q1 2021Q3 202311
Better Money Decisions, LLC 111111.74%14.83%18.43%Q1 2021Q3 202311
Spire Wealth Management 11110.48%0.56%0.64%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.83%1.80%4.14%Q1 2021Q3 202311
DRW Securities, LLC 610.02%0.80%3.37%Q4 2018Q2 202211
Covington Capital Management 11110.00%0.02%0.04%Q1 2020Q3 202211
New England Private Wealth Advisors LLC 11110.09%0.23%0.30%Q1 2021Q3 202311
Divergent Wealth Advisors 830.03%0.36%1.20%Q3 2018Q2 202311
Alpha Cubed Investments, LLC 1010.01%0.87%2.04%Q3 2017Q1 202211
Strategic Blueprint, LLC 1010.01%0.04%0.09%Q3 2019Q3 202311
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.53%1.26%2.11%Q4 2019Q2 202211
Hayden Royal, LLC 11110.16%0.50%1.09%Q4 2018Q2 202111
XML Financial, LLC 610.02%0.05%0.12%Q4 2019Q3 202311
Blue Chip Partners, LLC 520.02%0.66%1.47%Q4 2018Q3 202311
BURKE & HERBERT BANK & TRUST CO 11110.15%0.22%0.29%Q1 2021Q3 202311
OmniStar Financial Group, Inc. 11110.21%0.56%0.86%Q2 2018Q4 202011
BIEGEL & WALLER LLC 11110.19%1.40%3.71%Q1 2017Q3 201911
Arkadios Wealth Advisors 920.00%0.07%0.52%Q4 2019Q3 202311
CAPITAL CITY TRUST CO/FL 720.06%0.10%0.27%Q4 2019Q2 202311
Legacy Wealth Planning, LLC 11110.29%0.37%0.58%Q4 2019Q2 202211
NorthRock Partners, LLC 1010.04%0.08%0.10%Q2 2020Q3 202311
Ridgewood Investments LLC 11110.22%0.33%0.43%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.07%0.13%0.20%Q1 2014Q1 201711
H&H Retirement Design & Management INC 830.69%2.02%4.03%Q1 2020Q4 202211
REGENTATLANTIC CAPITAL LLC 1010.01%0.02%0.03%Q4 2019Q3 202211
Fieldpoint Private Securities, LLC 920.00%0.06%0.13%Q4 2018Q2 202211
NOESIS CAPITAL MANGEMENT CORP 11110.05%0.13%0.18%Q1 2021Q3 202311
Personal Wealth Partners 11110.69%1.25%1.52%Q3 2019Q1 202211
Karp Capital Management Corp 921.22%1.63%2.45%Q3 2019Q3 202211
Mine & Arao Wealth Creation & Management, LLC. 830.00%0.10%0.19%Q4 2020Q3 202311
PITCAIRN CO 11110.03%0.05%0.12%Q1 2021Q3 202311
FMA ADVISORY INC 1010.34%0.48%0.56%Q1 2017Q4 201911
New World Advisors LLC 910.00%0.16%0.42%Q1 2019Q3 202311
Cardinal Strategic Wealth Guidance 11110.97%6.76%12.34%Q1 2021Q3 202311
Peterson Wealth Advisors, LLC 1010.09%0.32%0.67%Q4 2017Q4 202011
Advisory Resource Group 11110.73%1.03%2.40%Q4 2018Q2 202111
HYA Advisors, Inc 11111.99%3.05%3.92%Q4 2019Q2 202211
Maltin Wealth Management, Inc. 1010.23%3.87%5.30%Q4 2019Q3 202211
Ratio Wealth Group 923.48%4.85%7.19%Q4 2020Q3 202311
GRIES FINANCIAL LLC 11110.08%0.10%0.16%Q1 2021Q3 202311
HighTower Trust Company, N.A. 650.03%0.25%0.47%Q2 2018Q1 202311
Cypress Capital Group 920.04%0.08%0.11%Q2 2020Q3 202311
Caprock Group, LLC 11110.02%0.03%0.03%Q4 2020Q2 202311
Range Financial Group LLC 11110.30%1.21%1.56%Q1 2021Q3 202311
COMMONWEALTH BANK OF AUSTRALIA 11110.02%0.03%0.04%Q4 2015Q2 201811
Navalign, LLC 11110.28%0.71%2.00%Q1 2021Q3 202311
HRT FINANCIAL LP 510.01%0.15%0.56%Q1 2017Q3 202311
Stanley-Laman Group, Ltd. 11110.12%0.18%0.21%Q2 2016Q4 201811
Riggs Asset Managment Co. Inc. 830.01%0.26%2.70%Q4 2019Q3 202211
MTC Wealth Management LLC 11118.20%9.72%18.24%Q1 2021Q3 202311
CATALYST PRIVATE WEALTH, LLC 11110.26%0.34%0.43%Q2 2021Q4 202311
DT Investment Partners, LLC 11110.00%3.00%4.02%Q2 2020Q4 202211
TRUEWEALTH LLC 11110.06%1.19%3.03%Q4 2017Q2 202011
Planned Solutions, Inc. 742.97%3.52%4.11%Q3 2020Q2 202311
Southern Farm Bureau Life Insurance 837.95%10.64%15.31%Q4 2020Q3 202311
Capital Square, LLC 920.24%0.69%0.97%Q4 2019Q4 202211
Berkshire Bank 11110.20%3.24%5.58%Q1 2021Q3 202311
Tranquility Partners, LLC 740.10%0.33%0.61%Q2 2019Q3 202311
Pinnacle Family Advisors, LLC 1010.36%1.43%3.87%Q2 2017Q1 202311
Hanson & Doremus Investment Management 920.01%0.02%0.04%Q4 2020Q3 202311
GoalVest Advisory LLC 830.01%0.79%1.78%Q4 2020Q4 202311
Canton Hathaway, LLC 510.01%0.02%0.07%Q3 2018Q2 202211
4Thought Financial Group Inc. 11110.79%1.38%1.93%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.02%0.09%Q4 2020Q2 202311
Annex Advisory Services, LLC 1010.01%0.04%0.06%Q2 2020Q2 202311
GM Advisory Group, LLC 11110.02%0.04%0.05%Q1 2021Q3 202311
Integrated Investment Consultants, LLC 810.05%1.64%3.43%Q1 2018Q3 202311
INNEALTA CAPITAL, LLC 910.27%0.92%1.28%Q2 2020Q3 202311
BADGLEY PHELPS & BELL INC 11110.27%0.33%0.35%Q2 2015Q4 201711
IVC Wealth Advisors LLC 11110.14%0.30%0.55%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11112.34%2.80%3.94%Q4 2020Q2 202311
GIRARD PARTNERS LTD. 740.05%0.10%0.46%Q1 2017Q3 202311
Destiny Wealth Partners, LLC 920.02%0.05%0.08%Q4 2020Q3 202311
IRONWOOD WEALTH MANAGEMENT, INC. 11110.32%3.59%6.09%Q4 2020Q2 202311
Insight Advisors, LLC/ PA 740.05%0.09%0.15%Q4 2020Q3 202311
Huntington Steele LLC 11110.10%0.20%0.32%Q3 2015Q1 201811
QCI ASSET MANAGEMENT INC/NY 11110.00%0.03%0.06%Q3 2017Q1 202011
MBA Advisors LLC 11110.29%0.38%0.59%Q1 2021Q3 202311
Benedetti & Gucer, Inc. 11110.98%1.36%1.91%Q1 2021Q3 202311
Gitterman Wealth Management, LLC 11110.10%2.10%8.48%Q1 2021Q3 202311
Focused Wealth Management, Inc 810.00%0.00%0.01%Q2 2016Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.10%0.11%0.12%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.06%0.28%1.20%Q1 2021Q3 202311
Centerpoint Advisors, LLC 830.00%0.63%1.88%Q3 2019Q3 202311
ICONIQ Capital, LLC 11110.02%0.07%0.12%Q1 2021Q3 202311
Osborn Williams & Donohoe LLC 830.04%0.08%0.11%Q2 2013Q3 201911
Risk Paradigm Group, LLC 11110.12%0.95%2.12%Q3 2015Q1 201811
EMFO, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Virtu Financial LLC 410.02%0.10%0.18%Q2 2014Q4 201910
PSI Advisors, LLC 910.05%0.07%0.16%Q4 2019Q3 202310
YorkBridge Wealth Partners, LLC 10100.00%0.01%0.01%Q1 2017Q2 201910
Sandhill Capital Partners LLC 730.02%0.04%0.06%Q3 2020Q3 202310
Blume Capital Management, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
QS Investors, LLC 10100.03%0.58%0.79%Q1 2019Q2 202110
SVB Investment Services Inc. 10101.41%2.08%3.88%Q4 2019Q1 202210
Van Hulzen Asset Management, LLC 10100.03%0.12%0.48%Q4 2019Q1 202210
CFS Investment Advisory Services, LLC 910.52%0.79%1.16%Q4 2020Q3 202310
CSM Advisors, LLC 10100.14%0.38%0.61%Q2 2021Q3 202310
Johnson Midwest Financial, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
AlphaCore Capital LLC 910.00%0.05%0.34%Q4 2019Q3 202310
GenTrust, LLC 10100.06%0.09%0.15%Q4 2017Q1 202010
Principal Street Partners, LLC 10100.06%0.14%0.24%Q1 2021Q2 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
Royal Fund Management, LLC 410.00%0.01%0.06%Q4 2016Q4 201910
MOTIVE WEALTH ADVISORS 10103.75%6.27%9.45%Q2 2021Q3 202310
Financial Advisory Group 10100.06%0.20%0.38%Q3 2017Q4 201910
Empirical Finance, LLC 10100.03%0.05%0.06%Q2 2021Q3 202310
Edgemoor Investment Advisors, Inc. 510.02%0.04%0.08%Q3 2017Q3 202310
Paracle Advisors, LLC 10100.30%0.59%0.84%Q4 2018Q1 202110
WILLIAMS JONES & ASSOCIATES LLC 10100.21%0.24%0.27%Q1 2017Q2 201910
Diversified, LLC 820.12%0.21%0.67%Q4 2020Q3 202310
Squarepoint Ops LLC 210.01%0.27%1.16%Q4 2016Q2 202310
Onyx Bridge Wealth Group LLC 910.09%0.16%0.22%Q1 2021Q3 202310
Intersect Capital LLC 10100.32%0.42%0.71%Q4 2014Q1 201710
Laurel Wealth Planning LLC 10100.01%0.06%0.19%Q4 2020Q1 202310
M. Kulyk & Associates, LLC 10100.10%0.12%0.20%Q4 2020Q1 202310
Shelter Mutual Insurance Co 10102.96%3.30%3.78%Q2 2021Q3 202310
Progeny 3, Inc. 10103.02%6.77%9.75%Q1 2020Q2 202210
jvl associates llc 10101.10%7.84%12.07%Q4 2017Q1 202010
Trust Co 10100.01%0.03%0.07%Q2 2020Q3 202210
Garrison Point Capital, LLC 10100.23%2.68%8.52%Q2 2020Q3 202210
NEW YORK STATE COMMON RETIREMENT FUND 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.11%0.42%1.11%Q1 2021Q3 202310
Arlington Partners LLC 820.01%0.58%1.64%Q2 2018Q3 202310
Shelter Ins Retirement Plan 101023.22%24.48%26.19%Q2 2021Q3 202310
Efficient Market Advisors, LLC 10100.59%0.92%1.44%Q4 2014Q1 201710
NorthCoast Asset Management LLC 10100.01%0.02%0.02%Q2 2019Q3 202110
Accel Wealth Management 10100.02%0.04%0.04%Q4 2020Q1 202310
ANDERSON HOAGLAND & CO 10100.98%1.06%1.10%Q2 2021Q3 202310
MBL Wealth, LLC 712.34%3.34%5.14%Q4 2020Q3 202310
PRINCIPAL FINANCIAL GROUP INC 730.00%0.00%0.00%Q2 2019Q3 202310
ZEKE CAPITAL ADVISORS, LLC 10100.03%0.04%0.05%Q3 2020Q4 202210
Rainier Group Investment Advisory LLC 10100.54%22.53%29.54%Q4 2016Q1 201910
Permanens Capital L.P. 10100.01%0.02%0.04%Q1 2019Q2 202110
Huber Financial Advisors, LLC 10100.23%0.34%0.52%Q4 2017Q1 202010
Orion Capital Management LLC 10100.01%0.17%0.31%Q4 2020Q1 202310
3D/L Capital Management, LLC 10100.07%0.13%0.18%Q1 2021Q2 202310
WESTWOOD HOLDINGS GROUP INC 10100.00%0.83%1.38%Q3 2018Q4 202010
ARROW FINANCIAL CORP 10100.00%0.01%0.02%Q2 2021Q3 202310
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10100.01%0.01%0.01%Q3 2017Q4 201910
MONEY CONCEPTS CAPITAL CORP 820.35%0.56%0.94%Q4 2020Q3 202310
Lake Point Wealth Management 520.00%0.01%0.02%Q4 2018Q2 202210
ALTFEST L J & CO INC 10100.05%0.10%0.15%Q2 2021Q3 202310
BAR HARBOR WEALTH MANAGEMENT 510.02%0.03%0.05%Q1 2019Q2 202210
Concert Wealth Management Inc. 10100.03%0.09%0.25%Q4 2014Q1 201710
ATWOOD & PALMER INC 910.00%0.01%0.02%Q4 2020Q3 202310
Kovitz Investment Group Partners, LLC 10100.02%0.02%0.02%Q3 2019Q4 202110
CAPITAL ONE, NATIONAL ASSOCIATION 710.02%0.59%5.45%Q4 2015Q4 201910
Savior LLC 10100.00%0.34%0.64%Q4 2019Q1 202210
Aviance Capital Partners, LLC 10100.04%0.11%0.30%Q2 2019Q3 202110
1ST SOURCE BANK 10100.11%0.13%0.21%Q4 2020Q1 202310
Whitegate Investment Counselors, Inc. 640.04%0.04%0.05%Q1 2019Q3 202110
Lantz Financial LLC 10100.27%0.38%0.45%Q4 2019Q1 202210
Keel Point, LLC 430.02%0.05%0.11%Q4 2018Q3 202310
InterOcean Capital, LLC 10100.17%0.53%0.92%Q1 2018Q2 202010
Strategic Point Investment Advisors, LLC 10101.64%2.87%5.66%Q2 2021Q3 202310
Clearstead Trust, LLC 520.01%0.05%0.09%Q2 2017Q3 202310
Smith Anglin Financial, LLC 550.05%2.41%6.62%Q4 2020Q3 202310
BEESE FULMER INVESTMENT MANAGEMENT, INC. 710.01%0.05%0.06%Q3 2016Q2 202010
Wealth Quarterback LLC 510.17%1.06%2.64%Q1 1987Q4 202210
Charles Schwab Trust Co 820.11%1.47%2.90%Q3 2019Q3 202310
Greenline Partners, LLC 810.00%0.00%0.00%Q2 2020Q3 20229
Trexquant Investment LP 410.01%0.04%0.10%Q4 2019Q1 20239
VERUS CAPITAL PARTNERS, LLC 720.00%0.10%0.18%Q4 2019Q3 20239
BRINKER CAPITAL INC 990.07%0.45%0.94%Q2 2018Q2 20209
RIVERSEDGE ADVISORS, LLC 510.07%4.87%13.32%Q2 2019Q3 20239
Core Wealth Advisors, Inc. 993.46%6.63%10.20%Q3 2021Q3 20239
Prestige Wealth Management Group LLC 810.00%0.01%0.10%Q4 2018Q4 20229
ArchPoint Investors 992.53%3.03%3.44%Q3 2021Q3 20239
MARINO, STRAM & ASSOCIATES LLC 990.46%0.53%0.67%Q4 2017Q4 20199
Summit Global Investments 990.75%0.91%1.25%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.40%0.48%0.69%Q3 2021Q3 20239
LYELL WEALTH MANAGEMENT, LP 540.03%0.05%0.09%Q1 2021Q3 20239
FORESTERS ASSET MANAGEMENT INC. 990.83%2.22%4.12%Q2 2017Q2 20199
SouthState Corp 990.01%0.04%0.08%Q3 2021Q3 20239
RBF Capital, LLC 810.15%0.26%0.29%Q4 2017Q3 20229
SHEETS SMITH WEALTH MANAGEMENT 720.03%0.06%0.08%Q4 2017Q3 20239
FIRST MERCHANTS CORP 810.02%0.12%0.16%Q3 2017Q3 20239
MASON STREET ADVISORS, LLC 720.08%9.76%17.34%Q4 2019Q3 20239
FIRST NATIONAL BANK OF OMAHA 990.02%0.02%0.02%Q3 2021Q3 20239
Ziegler Capital Management, LLC 990.04%0.04%0.05%Q3 2021Q3 20239
BARCLAYS PLC 410.00%0.00%0.01%Q4 2015Q3 20219
LOWE BROCKENBROUGH & CO INC 991.02%1.07%1.12%Q3 2021Q3 20239
SG Americas Securities, LLC 310.00%0.07%0.29%Q2 2013Q2 20229
US FINANCIAL ADVISORS, LLC 720.06%0.63%2.40%Q4 2014Q1 20219
TPB WEALTH ADVISORS 811.83%2.85%4.75%Q4 2020Q1 20239
Bienville Capital Management, LLC 990.02%0.29%1.02%Q2 2017Q2 20199
Aletheian Wealth Advisors LLC 990.66%2.80%3.63%Q4 2021Q4 20239
High Net Worth Advisory Group LLC 991.49%1.69%1.88%Q4 2021Q4 20239
Premise Capital, LLC 990.17%12.03%23.68%Q2 2018Q2 20209
FORT PITT CAPITAL GROUP, LLC 310.01%0.03%0.08%Q4 2016Q1 20239
Johanson Financial Advisors, Inc. 710.10%0.26%0.46%Q3 2017Q4 20219
Cedar Wealth Management, LLC 990.01%0.01%0.01%Q1 2020Q1 20229
Polaris Wealth Advisory Group, LLC 210.05%0.19%0.30%Q3 2019Q3 20239
Vickerman Investment Advisors, Inc. 990.08%1.45%2.61%Q3 2021Q3 20239
Corbenic Partners LLC 720.00%0.01%0.05%Q3 2017Q2 20229
Invst, LLC 610.03%0.69%1.71%Q3 2019Q3 20239
Hennion & Walsh Asset Management, Inc. 990.63%0.69%0.79%Q1 2021Q1 20239
Financial Management Professionals, Inc. 810.02%0.04%0.06%Q2 2016Q3 20239
HawsGoodwin Investment Management LLC 990.57%2.59%7.92%Q4 2019Q4 20219
Chicago Partners Investment Group LLC 710.02%0.12%0.51%Q4 2018Q3 20239
WC Walker & Associates, Inc. 993.42%4.05%4.67%Q4 2020Q4 20229
DUBUQUE BANK & TRUST CO 540.00%0.01%0.03%Q4 2017Q1 20229
Smithfield Trust Co 810.00%0.01%0.01%Q1 2018Q3 20239
SADOFF INVESTMENT MANAGEMENT LLC 990.04%0.05%0.06%Q4 2019Q4 20219
CAPITAL ONE FINANCIAL CORP 990.15%0.82%2.84%Q1 2020Q1 20229
McClarren Financial Advisors, Inc. 540.00%0.01%0.04%Q2 2021Q3 20239
Journey Advisory Group, LLC 990.06%0.08%0.10%Q4 2020Q4 20229
SWMG, LLC 540.14%0.77%1.71%Q1 2021Q2 20239
Wealth Advisory Solutions, LLC 520.06%0.10%0.17%Q4 2019Q2 20229
Vestcor Inc 720.07%0.14%0.28%Q4 2019Q3 20239
IAG Wealth Partners, LLC 310.00%0.01%0.02%Q4 2019Q2 20239
MKD WEALTH COACHES, LLC 990.35%2.55%4.33%Q4 2018Q4 20209
ONE Advisory Partners, LLC 990.40%1.35%3.67%Q2 2020Q2 20229
StrongBox Wealth, LLC 410.25%0.56%1.01%Q1 2020Q4 20239
U.S. Capital Wealth Advisors, LLC 990.05%0.10%0.12%Q3 2021Q3 20239
RMR Wealth Builders 810.00%2.63%3.89%Q1 2021Q3 20239
WFG Advisors, LP 810.00%0.00%0.01%Q4 2014Q1 20179
Bernardo Wealth Planning LLC 990.14%0.59%2.98%Q4 2018Q4 20209
BEAM WEALTH ADVISORS, INC. 990.18%0.62%1.28%Q1 2021Q1 20239
HEADINVEST, LLC 720.09%0.11%0.14%Q3 2018Q3 20239
Stanford Investment Group, Inc. 991.72%2.77%3.84%Q4 2014Q4 20169
FIRST NATIONAL BANK SIOUX FALLS 990.41%0.73%1.24%Q3 2021Q3 20239
Lloyd Advisory Services, LLC. 990.00%0.02%0.10%Q1 2020Q1 20229
Parcion Private Wealth LLC 630.03%1.36%10.18%Q4 2019Q4 20229
Accredited Investors Inc. 990.02%0.04%0.06%Q3 2021Q3 20239
Secure Asset Management, LLC 810.09%0.29%0.51%Q4 2019Q3 20239
SFMG, LLC 720.02%0.03%0.05%Q2 2018Q3 20239
Quantitative Investment Management, LLC 210.10%0.48%1.63%Q4 2017Q1 20219
Passaic Partners LLC 8824.97%26.28%27.29%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 8815.09%21.25%23.84%Q4 2021Q3 20238
Bowman & Co S.C. 883.20%3.65%4.48%Q4 2021Q3 20238
NIXON PEABODY TRUST CO 710.11%0.80%1.98%Q2 2018Q2 20208
BRIGGS ADVISORY GROUP, INC. 881.60%2.12%3.02%Q4 2021Q3 20238
Canal Capital Management, LLC 880.20%0.22%0.24%Q1 2017Q4 20188
Widmann Financial Services, Inc. 885.49%6.02%6.52%Q4 2021Q3 20238
MAS Advisors LLC 881.22%1.89%2.69%Q4 2021Q3 20238
NCM Capital Management, LLC 880.70%1.07%1.40%Q4 2021Q3 20238
PACIFIC FINANCIAL GROUP INC 530.13%0.43%1.08%Q1 2019Q2 20228
PACK Private Wealth, LLC 880.77%1.19%1.60%Q4 2021Q3 20238
TNF LLC 880.11%0.13%0.15%Q3 2021Q2 20238
PALLADIUM PARTNERS LLC 880.17%0.20%0.22%Q2 2020Q1 20228
NORWOOD FINANCIAL CORP 880.02%0.05%0.08%Q4 2021Q3 20238
TCWP LLC 880.24%0.68%2.29%Q4 2021Q3 20238
Ignite Planners, LLC 880.48%0.67%0.82%Q4 2021Q3 20238
Eagle Strategies LLC 880.84%1.97%3.76%Q4 2021Q3 20238
RHS Financial, LLC 880.17%0.63%1.08%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.23%0.25%0.32%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 881.89%2.64%3.29%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.02%0.04%0.05%Q4 2021Q3 20238
Nova R Wealth, Inc. 882.60%4.33%5.69%Q4 2021Q3 20238
QUATTRO FINANCIAL ADVISORS LLC 620.02%1.01%4.03%Q1 2017Q1 20208
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.29%0.63%1.48%Q4 2018Q3 20208
Blueprint Investment Partners LLC 880.42%1.07%1.55%Q4 2021Q3 20238
Boyd Wealth Management, LLC 881.71%2.35%3.48%Q4 2021Q3 20238
Stone Point Wealth LLC 880.37%0.40%0.43%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.56%1.11%2.78%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 881.28%1.48%1.74%Q4 2021Q3 20238
Allie Family Office LLC 880.96%3.15%5.67%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.21%0.31%0.64%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.74%4.11%6.58%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.03%0.05%0.09%Q4 2020Q3 20228
Oder Investment Management, LLC 710.24%0.30%0.36%Q4 2020Q4 20228
Zullo Investment Group, Inc. 880.17%0.22%0.30%Q4 2021Q3 20238
Center For Asset Management LLC 530.21%0.65%1.10%Q1 2021Q3 20238
Morton Brown Family Wealth, LLC 880.12%1.13%2.03%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.93%1.62%2.95%Q4 2015Q3 20178
NATIONAL BANK OF CANADA /FI/ 880.10%0.53%0.94%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.30%0.45%0.68%Q4 2021Q3 20238
Iowa State Bank 880.14%3.05%4.66%Q4 2021Q3 20238
Glovista Investments LLC 710.08%0.10%0.12%Q2 2013Q4 20228
Rainwater Charitable Foundation 530.52%3.33%7.54%Q4 2018Q3 20228
CARDIFF PARK ADVISORS, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Well Done, LLC 510.01%0.08%0.16%Q1 2018Q4 20228
Frontier Asset Management, LLC 881.69%2.96%4.62%Q4 2021Q3 20238
Red Door Wealth Management, LLC 310.01%0.26%1.76%Q4 2019Q3 20238
Guardian Wealth Management, Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
Cornerstone Financial Partners, LLC 880.25%3.09%7.02%Q1 2016Q4 20178
Investment Advisory Group, LLC 880.96%1.15%1.43%Q4 2021Q3 20238
DRAVO BAY LLC 882.18%2.62%3.21%Q4 2021Q3 20238
ACADIAN ASSET MANAGEMENT LLC 880.02%0.07%0.18%Q4 2021Q3 20238
Red Tortoise LLC 442.43%3.63%4.21%Q3 2021Q3 20238
Clear Perspectives Financial Planning, LLC 880.00%0.00%0.01%Q2 2021Q1 20238
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 710.00%0.00%0.00%Q3 2020Q2 20238
Bryant Woods Investment Advisors, LLC 881.26%1.63%1.93%Q4 2021Q3 20238
City State Bank 880.12%0.19%0.32%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.24%0.32%0.44%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.12%0.18%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.17%0.32%0.48%Q4 2021Q3 20238
NewFocus Financial Group, LLC 880.56%1.50%2.78%Q1 2019Q4 20208
Raleigh Capital Management Inc. 880.13%0.21%0.62%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 881.71%2.40%3.07%Q4 2021Q3 20238
MURPHY CAPITAL MANAGEMENT INC 880.04%0.06%0.09%Q3 2020Q2 20228
Quent Capital, LLC 880.11%0.13%0.16%Q4 2021Q3 20238
Arcus Capital Partners, LLC 880.08%0.11%0.12%Q4 2017Q3 20198
Ascent Group, LLC 880.29%0.39%0.52%Q4 2021Q3 20238
B. Riley Financial, Inc. 880.17%0.22%0.37%Q4 2016Q3 20188
Brooklyn FI, LLC 880.28%1.19%2.79%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 883.91%5.71%7.51%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.00%0.06%0.33%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.01%0.01%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 884.35%4.70%5.02%Q4 2021Q3 20238
Coury Firm Asset Management LLC 880.42%0.66%0.99%Q4 2021Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.35%0.73%Q1 2018Q3 20238
Trilogy Capital Inc. 710.02%0.04%0.07%Q1 2021Q3 20238
Objective Capital Management, LLC 881.49%1.62%1.76%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 880.07%0.44%0.84%Q4 2021Q3 20238
Rise Advisors, LLC 880.23%1.00%1.91%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.34%1.27%3.78%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.43%0.51%0.67%Q4 2021Q3 20238
TFC Financial Management, Inc. 530.03%0.09%0.19%Q3 2021Q3 20238
MidWestOne Financial Group, Inc. 880.12%0.24%0.72%Q4 2021Q3 20238
MADISON WEALTH MANAGEMENT 880.09%0.17%0.22%Q4 2021Q3 20238
LBA Wealth Management, LLC 880.03%1.81%3.63%Q2 2015Q1 20178
Mechanics Financial Corp 880.06%0.08%0.11%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.38%0.44%0.51%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.99%1.32%2.08%Q4 2021Q3 20238
LTG Capital LLC 881.68%1.89%2.08%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.35%0.39%0.45%Q4 2021Q3 20238
GDS Wealth Management 880.14%1.74%6.52%Q4 2021Q3 20238
Garde Capital, Inc. 620.01%0.01%0.03%Q4 2020Q3 20238
Stephens Consulting, LLC 881.33%2.78%6.01%Q4 2021Q3 20238
FURE FINANCIAL CORP 710.00%2.52%5.23%Q4 2019Q4 20218
SHINE INVESTMENT ADVISORY SERVICES INC 880.00%0.03%0.10%Q4 2018Q3 20208
Kaydan Wealth Management, Inc. 880.50%4.10%10.66%Q4 2021Q3 20238
Atlas Private Wealth Advisors 620.04%0.06%0.08%Q2 2020Q3 20238
PRUDENTIAL PLC 610.00%0.03%0.12%Q2 2020Q3 20238
Aris Wealth Services, Inc. 710.65%0.92%1.70%Q3 2013Q3 20158
SUN LIFE FINANCIAL INC 440.01%0.78%1.18%Q4 2015Q4 20188
Angeles Investment Advisors, LLC 510.02%0.08%0.22%Q4 2018Q3 20218
Rockwood Wealth Management, LLC 880.15%0.27%0.58%Q4 2021Q3 20238
Richard P Slaughter Associates Inc 880.25%0.49%0.69%Q1 2022Q4 20238
OLYMPUS WEALTH MANAGEMENT, LLC 883.05%19.67%25.15%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 882.07%2.37%2.80%Q4 2021Q3 20238
Tanglewood Wealth Management, Inc. 880.21%1.28%5.02%Q4 2021Q3 20238
PFS Partners, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.22%1.82%3.64%Q4 2021Q3 20238
Valentine Capital Asset Management, Inc. 710.27%1.08%2.00%Q4 2012Q4 20148
Citizens National Bank Trust Department 880.02%0.03%0.04%Q4 2021Q3 20238
Consolidated Planning Corp 510.06%0.22%0.63%Q4 2019Q3 20238
BENJAMIN EDWARDS INC 880.00%0.00%0.01%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
WELCH & FORBES LLC 880.01%0.01%0.03%Q4 2021Q3 20238
Lehman & Derafelo Financial Resources LLC 620.00%0.00%0.01%Q2 2020Q3 20228
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 880.10%0.32%0.43%Q4 2014Q3 20168
ARVEST TRUST CO N A 880.62%0.82%1.10%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 210.22%1.63%5.36%Q4 2014Q3 20228
UNIVERSITY OF CHICAGO 8832.93%33.51%35.16%Q1 2018Q4 20198
Washington Trust Advisors, Inc. 880.13%0.23%0.30%Q4 2021Q3 20238
Hefren-Tillotson, Inc. 710.02%3.05%8.02%Q4 2015Q1 20208
Amplius Wealth Advisors, LLC 880.09%0.62%3.82%Q4 2021Q3 20238
Paladin Advisory Group, LLC 883.64%4.03%4.48%Q4 2021Q3 20238
ATLAS CAPITAL ADVISORS LLC 530.01%0.02%0.03%Q2 2019Q2 20218
Bromfield Sneider Wealth Advisors 880.12%0.27%0.37%Q1 2022Q4 20238
MARYLAND CAPITAL ADVISORS INC. 880.11%0.30%0.40%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.10%0.15%0.19%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 883.33%4.06%4.99%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.31%0.36%0.43%Q4 2021Q3 20238
TAGStone Capital, Inc. 882.96%3.07%3.24%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 883.21%4.20%5.74%Q4 2021Q3 20238
Holland Advisory Services, Inc. 888.88%13.20%18.36%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Ellenbecker Investment Group 880.19%0.21%0.23%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 883.09%4.20%5.96%Q4 2021Q3 20238
Sabal Trust CO 620.02%0.02%0.04%Q2 2021Q3 20238
Acorn Wealth Advisors, LLC 620.12%0.18%0.22%Q1 2018Q1 20228
SHELTON WEALTH MANAGEMENT, LLC 880.96%2.01%2.44%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.28%0.36%0.48%Q4 2021Q3 20238
Level Financial Advisors 880.02%0.04%0.11%Q4 2021Q3 20238
Wedmont Private Capital 881.71%2.58%3.14%Q4 2021Q3 20238
Wick Capital Partners, LLC 880.30%1.28%6.55%Q4 2021Q3 20238
1832 Asset Management L.P. 710.00%0.11%0.24%Q1 2018Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.04%0.08%0.11%Q4 2021Q3 20238
SELDON CAPITAL LP 882.12%3.10%4.08%Q4 2021Q3 20238
Steinberg Global Asset Management 880.41%0.72%0.95%Q2 2017Q1 20198
Legacy Capital Wealth Partners, LLC 530.85%5.00%8.11%Q4 2020Q3 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
Endowment Wealth Management, Inc. 882.37%3.02%3.46%Q4 2021Q3 20238
Manhattan West Asset Management, LLC 882.90%4.14%6.56%Q4 2021Q3 20238
DBK Financial Counsel, LLC 881.72%1.96%2.18%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.38%0.49%0.59%Q4 2021Q3 20238
HARRELL INVESTMENT PARTNERS, LLC 881.67%2.12%3.08%Q4 2019Q3 20218
SAXON INTERESTS, INC. 770.60%0.75%1.12%Q4 2021Q2 20237
NVWM, LLC 410.00%0.03%0.14%Q4 2018Q2 20237
Blue Sky Asset Management, LLC 613.45%7.24%12.51%Q2 2017Q1 20197
Private Advisory Group LLC 521.14%1.78%2.25%Q1 2018Q4 20197
Gainplan LLC 770.17%0.26%0.40%Q1 2018Q3 20197
Ruggie Capital Group 410.02%0.48%1.15%Q2 2015Q3 20197
TFO Wealth Partners, LLC 610.01%0.01%0.04%Q4 2019Q2 20227
Avestar Capital, LLC 770.00%0.01%0.01%Q4 2017Q2 20197
Compagnie Lombard Odier SCmA 770.12%0.14%0.18%Q1 2016Q3 20177
Legacy Wealth Partners, Inc. 771.19%3.84%5.98%Q4 2019Q2 20217
WoodTrust Financial Corp 770.11%0.12%0.16%Q3 2020Q1 20227
Silicon Valley Community Foundation 7710.34%19.08%28.87%Q4 2020Q2 20227
Eldridge Investment Advisors, Inc. 520.15%0.21%0.44%Q4 2018Q3 20237
Landmark Wealth Management, LLC 770.14%0.20%0.36%Q1 2022Q3 20237
Nikulski Financial, Inc. 770.19%0.44%0.52%Q3 2018Q1 20207
Clarus Wealth Advisors 770.00%2.44%6.94%Q4 2017Q2 20197
Mangham Associates,LLC 770.10%0.13%0.19%Q4 2017Q2 20197
Alexandria Capital, LLC 770.01%0.01%0.02%Q1 2016Q3 20177
Wiser Wealth Management, Inc 770.11%0.35%1.37%Q2 2022Q4 20237
Telos Capital Management, Inc. 770.54%0.61%0.67%Q1 2022Q3 20237
Mariner Wealth Advisors-Cincinnati, LLC 770.02%0.07%0.22%Q1 2017Q3 20187
Foundations Investment Advisors, LLC 510.01%0.08%0.48%Q3 2018Q3 20237
Impax Asset Management Group plc 770.02%0.12%0.18%Q3 2018Q1 20207
Spruce Investment Advisors LLC 775.72%8.68%19.54%Q2 2016Q4 20177
Benchmark Financial Wealth Advisors, LLC 770.13%0.17%0.20%Q4 2020Q2 20227
HENGEHOLD CAPITAL MANAGEMENT LLC 770.03%0.10%0.11%Q1 2022Q3 20237
Kore Private Wealth LLC 320.01%0.02%0.07%Q4 2018Q2 20227
Cougar Global Investments Ltd 777.21%10.56%15.45%Q1 2019Q3 20207
Clean Yield Group 520.01%0.03%0.03%Q3 2020Q2 20227
Stelac Advisory Services LLC 770.07%0.11%0.25%Q4 2019Q2 20217
West Coast Financial LLC 770.04%0.05%0.05%Q4 2020Q2 20227
Advisor OS, LLC 770.05%0.07%0.08%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.18%0.39%0.82%Q1 2022Q3 20237
DFPG INVESTMENTS, LLC 430.05%0.23%0.63%Q4 2018Q3 20237
Asset Allocation & Management Company, LLC 770.13%0.48%0.84%Q4 2019Q2 20217
Weaver Consulting Group 770.01%0.02%0.03%Q1 2019Q3 20207
Williams Jones Wealth Management, LLC. 430.00%0.06%0.18%Q3 2019Q3 20237
ADVISOR PARTNERS LLC 770.02%0.07%0.15%Q4 2020Q2 20227
Maxim Capital Management LLC 770.96%1.16%1.30%Q4 2018Q2 20207
ATTICUS WEALTH MANAGEMENT, LLC 770.01%0.13%0.43%Q1 2022Q3 20237
Cairn Investment Group, Inc. 770.18%0.22%0.24%Q1 2022Q3 20237
JSF Financial, LLC 770.10%6.08%8.46%Q1 2022Q3 20237
Truadvice, LLC 430.10%0.16%0.37%Q3 2020Q3 20237
RTD Financial Advisors, Inc. 520.03%0.04%0.05%Q4 2021Q3 20237
Grant/GrossMendelsohn, LLC 770.30%0.39%0.46%Q1 2022Q3 20237
Wellspring Financial Advisors, LLC 410.06%1.13%3.12%Q1 2020Q3 20237
Lowell Blake & Associates Inc. 430.06%0.08%0.11%Q2 2021Q3 20237
Advisors Capital Management, LLC 510.01%0.03%0.04%Q4 2018Q3 20237
Tri-Star Advisors Inc. 320.10%1.60%3.01%Q2 2020Q2 20237
Rockbridge Investment Management, LCC 772.01%2.68%3.16%Q2 2020Q4 20217
MCDONALD PARTNERS LLC 770.06%1.10%1.33%Q4 2020Q2 20227
Jump Financial, LLC 310.01%0.16%0.46%Q1 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.42%1.40%1.80%Q1 2021Q4 20227
CONNABLE OFFICE INC 771.38%4.10%7.77%Q4 2020Q2 20227
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.02%0.05%0.07%Q4 2017Q2 20197
Addison Advisors LLC 520.00%0.01%0.01%Q2 2021Q1 20237
HARTFORD INVESTMENT MANAGEMENT CO 410.01%0.01%0.01%Q3 2018Q1 20237
COLLECTIVE FAMILY OFFICE LLC 520.10%0.17%0.24%Q4 2020Q3 20237
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 7714.80%19.21%23.67%Q1 2022Q3 20237
Colonial River Wealth Management, LLC 310.13%0.19%0.28%Q4 2020Q1 20237
SITTNER & NELSON, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Simplify Asset Management Inc. 770.74%2.09%3.39%Q1 2022Q3 20237
Williams Financial, LLC 610.20%0.54%1.67%Q4 2020Q3 20227
Alamar Capital Management, LLC 770.23%0.30%0.43%Q1 2022Q3 20237
S&T BANK/PA 520.04%0.05%0.08%Q1 2020Q1 20227
Rollins Financial 770.08%0.10%0.12%Q4 2021Q2 20237
Connectus Wealth, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Bank of New Hampshire 770.02%0.02%0.02%Q1 2022Q3 20237
Cassady Schiller Wealth Management, LLC 610.07%0.11%0.16%Q4 2021Q3 20237
Trustees of the Smith College 778.23%13.64%20.55%Q1 2022Q3 20237
EUDAIMONIA ADVISORS LLC 770.14%0.24%0.35%Q4 2021Q2 20237
Peterson Wealth Services 770.36%0.45%0.55%Q4 2021Q2 20237
Fortress Wealth Management, Inc. 770.16%2.79%3.62%Q1 2022Q3 20237
Leverty Financial Group, LLC 770.26%1.08%2.67%Q1 2022Q3 20237
New Perspectives, Inc 7712.01%12.77%14.28%Q2 2021Q4 20227
HILL ISLAND FINANCIAL LLC 430.09%0.09%0.10%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.04%0.07%Q4 2021Q2 20237
GUERRA PAN ADVISORS, LLC 430.25%0.27%0.29%Q4 2021Q3 20237
Roger Wittlin Investment Advisory, LLC 430.05%2.82%6.90%Q4 2021Q3 20237
Key Client Fiduciary Advisors, LLC 430.15%0.18%0.24%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Safeguard Financial, LLC 771.99%3.21%4.31%Q1 2022Q3 20237
RAYMOND JAMES TRUST CO. OF NH 776.12%6.94%7.46%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.36%0.40%0.43%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
W ADVISORS, LLC 430.41%0.85%1.18%Q4 2021Q3 20237
ICA Group Wealth Management, LLC 770.18%0.48%0.62%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 437.69%8.12%8.67%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.07%0.24%Q1 2022Q3 20237
GREYSTONE INVESTMENT MANAGEMENT LLC 770.10%0.11%0.13%Q2 2016Q4 20177
MJP ASSOCIATES INC /ADV 770.08%0.09%0.10%Q1 2022Q3 20237
SYM FINANCIAL Corp 310.01%0.77%2.73%Q3 2018Q3 20237
JAMES INVESTMENT RESEARCH INC 770.00%0.00%0.00%Q3 2021Q1 20237
COUNTRY CLUB BANK /GFN 770.55%0.63%0.70%Q1 2022Q3 20237
BLACKROCK ADVISORS LLC 770.02%0.12%0.25%Q2 2015Q4 20167
SILVER OAK SECURITIES, INCORPORATED 770.08%0.11%0.16%Q1 2022Q3 20237
Transform Wealth, LLC 520.03%0.10%0.22%Q3 2020Q2 20227
GSB Wealth Management, LLC 770.12%0.17%0.24%Q1 2022Q3 20237
Brightworth 510.04%0.15%0.30%Q3 2017Q3 20227
Regal Wealth Group, Inc. 770.00%0.01%0.01%Q4 2017Q2 20197
Coco Enterprises, LLC 417.39%7.65%7.96%Q4 2020Q3 20237
Gratus Capital, LLC 434.65%5.28%5.64%Q3 2021Q3 20237
BAINCO INTERNATIONAL INVESTORS 610.01%0.08%0.11%Q4 2018Q4 20207
Corsicana & Co. 661.26%1.37%1.50%Q2 2021Q3 20226
Paragon Capital Management Ltd 510.01%0.22%0.31%Q4 2021Q3 20236
IFS Advisors, LLC 510.01%1.98%4.10%Q4 2020Q2 20226
Traynor Capital Management, Inc. 310.03%0.09%0.13%Q4 2017Q4 20216
WEALTHFRONT Corp 310.00%0.00%0.00%Q2 2014Q4 20176
MARIPAU WEALTH MANAGEMENT LLC 660.40%0.58%0.68%Q2 2022Q3 20236
Tanager Wealth Management LLP 661.66%2.02%2.40%Q2 2022Q3 20236
ETRADE Capital Management LLC 660.08%0.74%1.39%Q2 2019Q3 20206
Gotham Asset Management, LLC 660.28%0.34%0.58%Q2 2022Q3 20236
Columbia Asset Management 660.14%0.17%0.19%Q2 2022Q3 20236
American Trust 660.08%0.09%0.11%Q1 2022Q2 20236
Pinnacle Financial Group, LLC / IL 420.13%0.16%0.21%Q4 2021Q3 20236
BT Wealth Management LLC 510.25%0.40%0.57%Q4 2018Q2 20226
SENTINEL PENSION ADVISORS INC 660.07%0.08%0.09%Q2 2022Q3 20236
CONGRESS ASSET MANAGEMENT CO /MA 660.00%0.00%0.01%Q1 2020Q2 20216
Hoover Financial Advisors, Inc. 660.72%1.00%1.41%Q1 2020Q2 20216
D'Orazio & Associates, Inc. 330.00%0.01%0.02%Q3 2019Q3 20216
Rafferty Asset Management, LLC 660.08%0.22%0.35%Q1 2019Q2 20206
NewDay Solutions, LLC 511.66%3.59%4.22%Q4 2018Q2 20206
Capital Bank & Trust Co 420.00%0.00%0.01%Q3 2018Q1 20206
BlackRock Japan Co. Ltd 660.00%0.00%0.00%Q3 2015Q4 20166
MORRIS FINANCIAL CONCEPTS, INC. 660.78%5.12%6.40%Q2 2022Q3 20236
Squar Milner Financial Services LLC 510.01%0.01%0.02%Q2 2018Q4 20196
Paragon Capital Management LLC 310.00%0.18%0.90%Q4 2017Q1 20206
KORNITZER CAPITAL MANAGEMENT INC /KS 420.01%0.01%0.01%Q4 2019Q1 20226
Moloney Securities Asset Management, LLC 660.09%0.19%0.24%Q4 2016Q1 20186
Scarborough Advisors, LLC 660.07%0.57%2.35%Q4 2021Q1 20236
AXIOM INVESTORS LLC /DE 660.05%0.10%0.22%Q2 2022Q3 20236
WealthTrust Fairport, LLC 510.00%1.50%3.97%Q4 2015Q1 20196
FORTE ASSET MANAGEMENT LLC 660.15%0.23%0.40%Q2 2022Q3 20236
UBS AG 660.00%0.01%0.02%Q2 2013Q3 20146
TOWNSQUARE CAPITAL LLC 420.01%0.04%0.07%Q4 2021Q3 20236
Ackerman Capital Advisors, LLC 660.36%0.52%0.58%Q3 2021Q4 20226
BRASADA CAPITAL MANAGEMENT, LP 660.26%0.33%0.40%Q1 2018Q2 20196
Bull Oak Capital, LLC 420.00%5.84%15.53%Q4 2021Q3 20236
Cascadia Advisory Services, LLC 310.15%0.28%0.50%Q4 2019Q3 20216
Costello Asset Management, INC 510.01%0.01%0.02%Q2 2020Q1 20236
Empire Life Investments Inc. 660.17%0.81%1.03%Q2 2022Q3 20236
Donoghue Forlines LLC 510.04%1.12%1.98%Q1 2019Q4 20216
Independent Portfolio Consultants, Inc. 330.11%0.16%0.24%Q1 2014Q2 20176
STOCK YARDS BANK & TRUST CO 660.02%0.05%0.09%Q2 2022Q3 20236
Bell Rock Capital LLC 510.00%0.00%0.00%Q4 2016Q1 20196
Nachman Norwood & Parrott, Inc 660.80%0.86%0.98%Q1 2020Q2 20216
BAKER TILLY WEALTH MANAGEMENT, LLC 330.03%0.05%0.11%Q3 2021Q2 20236
GREENWOOD CAPITAL ASSOCIATES LLC 420.07%1.06%3.86%Q2 2018Q3 20236
LAU ASSOCIATES LLC 661.06%1.18%1.38%Q3 2018Q4 20196
STEEL GROVE CAPITAL ADVISORS, LLC 510.48%1.10%3.33%Q4 2018Q3 20236
Foster Group, Inc. 660.02%0.05%0.07%Q4 2020Q1 20226
First Capital Advisors Group, LLC. 410.01%0.20%0.83%Q1 2018Q2 20236
Executive Wealth Management, LLC 330.02%0.38%0.74%Q4 2018Q2 20236
Rede Wealth, LLC 660.15%0.21%0.28%Q4 2020Q1 20226
Karn, Couzens & Associates, Inc. 660.92%1.19%1.32%Q4 2020Q1 20226
COMMUNITY BANK SYSTEM, INC. 664.39%4.60%4.90%Q2 2013Q3 20146
Ritter Daniher Financial Advisory LLC / DE 665.40%7.84%9.27%Q2 2022Q3 20236
Global Financial Private Capital, Inc 510.02%0.11%0.15%Q3 2018Q2 20206
CYPRESS FINANCIAL PLANNING LLC 661.16%1.59%1.89%Q2 2022Q3 20236
Pegasus Partners Ltd. 510.14%0.54%2.13%Q4 2015Q2 20236
NewSquare Capital LLC 310.00%0.00%0.01%Q4 2017Q2 20236
Highland Financial Advisors, LLC 660.84%1.06%1.42%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 666.15%6.48%6.61%Q4 2020Q1 20226
HORIZON BANCORP INC /IN/ 420.01%0.28%0.99%Q4 2019Q3 20236
Convergent Wealth Advisors 660.04%4.11%9.09%Q2 2014Q3 20156
RONALD BLUE & CO LLC 660.05%0.11%0.17%Q1 2016Q2 20176
Old Port Advisors 510.09%0.28%0.53%Q1 2022Q3 20236
Industrial Alliance Investment Management Inc. 660.47%0.54%0.62%Q4 2021Q1 20236
Thrive Capital Management, LLC 660.13%0.28%0.36%Q4 2020Q1 20226
CANTOR FITZGERALD, L. P. 660.02%0.02%0.03%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.11%0.19%0.29%Q2 2022Q3 20236
CIBC BANK USA 310.03%0.04%0.04%Q2 2017Q3 20196
Freedman Financial Associates, Inc. 660.14%0.19%0.25%Q4 2020Q1 20226
Coston, McIsaac & Partners 660.00%0.00%0.02%Q2 2022Q3 20236
BOENNING & SCATTERGOOD, INC. 660.04%0.05%0.06%Q3 2021Q4 20226
Gibraltar Capital Management, Inc. 330.14%0.31%0.57%Q3 2019Q1 20216
SCS Capital Management LLC 660.17%0.47%1.42%Q2 2022Q3 20236
Laurel Wealth Advisors, Inc. 510.03%0.04%0.05%Q4 2019Q4 20226
South Shore Capital Advisors 660.25%0.49%0.70%Q1 2021Q2 20226
BURNEY CO/ 310.01%0.01%0.01%Q3 2020Q3 20236
WCG Wealth Advisors LLC 660.02%0.24%0.63%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.04%0.09%Q2 2022Q3 20236
Sensible Financial Planning & Management, LLC. 660.00%0.01%0.01%Q2 2015Q3 20166
VOYA INVESTMENT MANAGEMENT LLC 310.01%0.01%0.02%Q3 2018Q3 20216
Cornell Pochily Investment Advisors, Inc. 510.08%0.16%0.19%Q4 2017Q2 20196
Princeton Portfolio Strategies Group LLC 510.28%0.35%0.45%Q4 2019Q2 20216
Epstein & White Financial LLC 661.12%1.60%1.87%Q1 2020Q2 20216
Apeiron RIA LLC 660.27%0.58%0.74%Q2 2022Q3 20236
Modus Advisors, LLC 660.14%0.14%0.15%Q3 2022Q4 20236
Virtu KCG Holdings LLC 210.00%0.03%0.09%Q3 2013Q1 20176
Quantinno Capital Management LP 550.02%0.03%0.05%Q3 2022Q3 20235
OGOREK ANTHONY JOSEPH /NY/ /ADV 320.00%0.00%0.01%Q4 2017Q4 20215
Latitude Advisors, LLC 410.12%0.15%0.20%Q4 2020Q1 20225
Faithward Advisors, LLC 320.00%0.01%0.05%Q3 2021Q3 20235
PHILADELPHIA TRUST CO 550.05%0.05%0.06%Q3 2022Q3 20235
DB Wealth Management Group, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
HYMAN CHARLES D 550.02%0.02%0.02%Q3 2022Q3 20235
NorthLanding Financial Partners, LLC 5513.89%16.33%18.63%Q3 2022Q3 20235
ERTS Wealth Advisors, LLC 550.19%1.44%2.89%Q4 2018Q4 20195
Russell Investments Group, Ltd. 320.00%0.05%0.12%Q2 2021Q3 20235
CHILTON CAPITAL MANAGEMENT LLC 310.01%0.01%0.01%Q4 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.37%0.69%0.94%Q4 2016Q4 20175
Manchester Capital Management LLC 320.00%0.01%0.01%Q2 2018Q4 20195
Capital Group Private Client Services, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Silverleafe Capital Partners, LLC 410.22%0.53%1.01%Q1 2018Q4 20195
EVERMAY WEALTH MANAGEMENT LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Nicholas Hoffman & Company, LLC. 550.01%0.03%0.04%Q1 2021Q1 20225
Beacon Pointe Wealth Advisors, LLC 551.71%2.31%3.08%Q4 2018Q4 20195
WealthStone, Inc. 310.07%2.13%4.07%Q2 2019Q1 20215
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2018Q2 20195
First Bank & Trust 410.01%0.01%0.01%Q4 2019Q2 20225
James J. Burns & Company, LLC 550.80%1.25%1.56%Q3 2022Q3 20235
Compton Wealth Advisory Group, LLC 550.19%0.72%1.60%Q4 2018Q4 20195
Liberty Mutual Group Asset Management Inc. 553.53%4.68%5.33%Q4 2017Q4 20185
Covestor Ltd 550.00%0.01%0.02%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.50%0.69%0.83%Q4 2021Q4 20225
BlackRock Fund Advisors 550.21%0.24%0.26%Q4 2015Q4 20165
KENFARB & CO. 550.00%0.00%0.01%Q3 2022Q3 20235
Legend Financial Advisors, Inc. 410.01%0.04%0.16%Q3 2020Q2 20235
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.02%0.03%0.04%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.11%0.12%0.13%Q4 2022Q4 20235
BG Investment Services, Inc. 5518.84%19.61%20.51%Q4 2021Q4 20225
VISTA CAPITAL PARTNERS, INC. 410.06%0.14%0.17%Q3 2018Q2 20225
Arvest Bank Trust Division 320.08%0.30%0.62%Q3 2019Q3 20215
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.00%0.03%0.05%Q3 2017Q3 20235
Amtrust Financial Services, Inc. 552.29%2.56%3.13%Q1 2022Q1 20235
DIVIDEND ASSETS CAPITAL, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
TPG Financial Advisors, LLC 410.12%0.13%0.14%Q1 2022Q3 20235
Selective Wealth Management, Inc. 410.01%0.05%0.06%Q3 2019Q3 20225
Financial Strategies Group, Inc. 550.09%0.09%0.09%Q2 2021Q2 20225
Great Diamond Partners, LLC 410.02%3.60%5.44%Q4 2019Q3 20235
Harbor Group, Inc. 550.28%0.33%0.36%Q3 2022Q3 20235
Farmers & Merchants Trust Co of Chambersburg PA 410.00%0.01%0.02%Q4 2018Q1 20235
Client First Capital LLC 552.86%5.25%10.55%Q4 2021Q4 20225
ENZI WEALTH 550.32%0.68%1.00%Q3 2022Q3 20235
Integrated Wealth Management 410.01%0.04%0.12%Q4 2015Q1 20175
Seven Post Investment Office LP 410.10%0.33%0.50%Q1 2022Q3 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
Hills Bank & Trust Co 550.02%0.03%0.05%Q3 2022Q3 20235
JMG Financial Group, Ltd. 550.04%0.05%0.05%Q3 2022Q3 20235
Abacus Wealth Partners, LLC 550.09%0.13%0.20%Q4 2020Q4 20215
Gleason Group, Inc. 410.00%0.00%0.00%Q1 2021Q2 20225
Knott David M Jr 550.01%0.02%0.02%Q2 2022Q2 20235
Scottrade Investment Management 5512.23%14.05%16.73%Q3 2016Q3 20175
HARVEST VOLATILITY MANAGEMENT LLC 5518.79%22.15%26.42%Q4 2020Q4 20215
Helen Stephens Group, LLC 410.14%0.46%0.77%Q2 2022Q3 20235
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 320.00%0.00%0.01%Q4 2021Q3 20235
CETERA INVESTMENT MANAGEMENT LLC 550.14%0.36%0.79%Q4 2015Q4 20165
COMPTON CAPITAL MANAGEMENT INC /RI 320.07%0.08%0.09%Q2 2019Q1 20215
Wealth Alliance Advisory Group, LLC 410.12%0.78%1.19%Q4 2017Q2 20195
Octavia Wealth Advisors, LLC 550.06%0.08%0.12%Q4 2020Q4 20215
CM WEALTH ADVISORS LLC 410.17%0.39%0.56%Q2 2022Q3 20235
Poehling Capital Management, INC. 550.10%0.11%0.12%Q1 2021Q1 20225
Lion Street Advisors, LLC 551.04%1.35%1.58%Q4 2019Q4 20205
Edge Wealth Management LLC 320.00%0.03%0.08%Q4 2018Q2 20205
Cypress Point Wealth Management, LLC 410.02%0.07%0.26%Q4 2020Q3 20235
CoreCap Advisors, LLC 550.03%0.03%0.04%Q4 2021Q4 20225
TOBIAS FINANCIAL ADVISORS, INC. 550.07%0.13%0.22%Q3 2022Q3 20235
KEB ASSET MANAGEMENT, LLC 410.12%0.16%0.24%Q2 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.03%0.07%Q4 2019Q2 20225
Sepio Capital, LP 410.07%0.34%0.62%Q1 2019Q3 20235
BlackDiamond Wealth Management, LLC 210.19%0.36%0.62%Q4 2021Q3 20235
KAYS FINANCIAL ADVISORY CORP /ADV 550.05%0.06%0.06%Q2 2018Q2 20195
Vectors Research Management, LLC 550.00%0.00%0.01%Q4 2018Q4 20195
Gupta Wealth Management LLC 550.01%0.12%0.25%Q1 2015Q1 20165
QCM Cayman, Ltd. 320.98%1.63%2.32%Q2 2020Q4 20215
Truvestments Capital LLC 410.00%0.00%0.01%Q1 2019Q3 20215
Chanos & Co LP 551.83%2.55%2.95%Q4 2018Q4 20195
MFA WEALTH ADVISORS, LLC 410.16%0.22%0.27%Q4 2017Q1 20195
Premia Global Advisors, LLC 410.01%1.11%3.35%Q4 2017Q1 20195
Independence Trust CO 550.69%0.79%0.96%Q4 2016Q4 20175
Marion Wealth Management 556.19%7.02%7.39%Q3 2022Q3 20235
McCarthy Grittinger Financial Group, LLC 550.18%0.19%0.20%Q4 2018Q4 20195
STRATTON MANAGEMENT CO 550.01%0.02%0.04%Q4 2014Q4 20155
Goelzer Investment Management, Inc. 410.02%0.05%0.06%Q4 2017Q3 20225
RETIREMENT INCOME SOLUTIONS, INC 410.06%0.07%0.07%Q2 2022Q3 20235
Boston Trust Walden Corp 550.00%0.00%0.00%Q2 2021Q2 20225
BARRETT & COMPANY, INC. 550.31%0.32%0.34%Q3 2022Q3 20235
Lighthouse Financial Advisors, Inc. 410.04%0.13%0.18%Q4 2019Q1 20215
Meridian Wealth Partners, LLC 410.02%0.04%0.13%Q4 2019Q1 20215
COOPER/HAIMS ADVISORS, LLC 550.20%0.23%0.28%Q4 2018Q4 20195
Edge Advisors, LLC 320.00%0.30%0.93%Q4 2016Q2 20185
Investors Financial Group, LLC 550.18%0.31%0.42%Q4 2020Q4 20215
Colonial Trust Co / SC 550.38%0.46%0.52%Q3 2022Q3 20235
Anson Capital, Inc. 550.28%0.41%0.54%Q4 2021Q4 20225
Capasso Planning Partners LLC 550.20%0.22%0.24%Q3 2022Q3 20235
Global Wealth Strategies & Associates 559.28%10.52%14.21%Q4 2022Q4 20235
SILVERLAKE WEALTH MANAGEMENT LLC 550.38%0.44%0.51%Q3 2022Q3 20235
Holloway Wealth Management, LLC 320.00%0.05%0.06%Q4 2017Q1 20195
Placemark Investments, Inc. 550.01%0.02%0.03%Q4 2013Q4 20145
Cypress Capital, LLC 410.46%0.68%1.52%Q1 2021Q2 20225
Sullivan, Bruyette, Speros & Blaney, LLC 550.49%0.54%0.56%Q1 2020Q1 20215
Jump Trading, LLC 210.14%0.48%1.02%Q1 2017Q1 20195
Vantage Financial Partners Ltd., Inc. 550.17%0.18%0.21%Q2 2022Q2 20235
Prosperity Planning, Inc. 320.09%0.11%0.13%Q3 2021Q2 20235
MITCHELL MCLEOD PUGH & WILLIAMS INC 550.14%0.18%0.23%Q3 2022Q3 20235
Mach-1 Financial Group, LLC 410.02%0.02%0.03%Q4 2021Q1 20235
Hamilton Wealth, LLC 550.09%0.29%0.48%Q3 2022Q3 20235
TOCQUEVILLE ASSET MANAGEMENT L.P. 550.00%0.00%0.01%Q4 2020Q4 20215
ROMANO BROTHERS AND COMPANY 550.08%0.10%0.12%Q3 2022Q3 20235
OAKWOOD CAPITAL MANAGEMENT LLC/CA 310.05%0.11%0.15%Q4 2019Q2 20215
Spotlight Asset Group, Inc. 320.09%0.12%0.16%Q1 2021Q3 20235
Strategic Wealth Management Group, LLC 440.18%0.23%0.27%Q3 2020Q2 20214
Bleakley Financial Group, LLC 440.15%0.17%0.19%Q4 2022Q3 20234
Gresham Partners, LLC 444.86%10.04%14.22%Q2 2019Q1 20204
Tidal Investments LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Bank Julius Baer & Co. Ltd, Zurich 440.00%0.00%0.00%Q4 2020Q3 20214
RCS Financial Planning, LLC 440.46%0.60%0.68%Q4 2022Q3 20234
KB FINANCIAL PARTNERS, LLC 440.96%1.02%1.10%Q4 2022Q3 20234
Northside Capital Management, LLC 440.17%0.22%0.27%Q4 2022Q3 20234
ARGENT TRUST COMPANY, N.A. 440.71%0.81%0.93%Q2 2014Q1 20154
ESL Trust Services, LLC 220.07%6.52%12.98%Q4 2021Q2 20234
Sterling Financial Planning, Inc. 440.02%0.03%0.03%Q4 2020Q3 20214
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 440.04%0.04%0.04%Q4 2022Q3 20234
Affiance Financial, LLC 440.00%0.82%1.23%Q4 2022Q3 20234
Callan Family Office, LLC 4410.79%11.70%12.30%Q4 2022Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 441.81%2.82%3.31%Q4 2016Q3 20174
DAYMARK WEALTH PARTNERS, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Elgethun Capital Management 440.10%0.10%0.10%Q4 2022Q3 20234
Schrum Private Wealth Management LLC 440.27%0.32%0.38%Q4 2022Q3 20234
Allred Capital Management, LLC 310.04%0.20%0.40%Q4 2018Q1 20214
Avalon Investment & Advisory 210.01%0.01%0.02%Q1 2019Q1 20234
RDA Financial Network 440.12%0.13%0.15%Q4 2022Q3 20234
Argentus Capital Management, LLC 440.00%0.14%0.48%Q4 2015Q3 20164
Farther Finance Advisors, LLC 440.16%0.35%0.70%Q4 2022Q3 20234
Wellesley Investment Partners, LLC 440.07%0.09%0.09%Q3 2019Q2 20204
Tevis Investment Management 440.17%0.25%0.28%Q4 2021Q3 20224
CEDAR CAPITAL, LLC 440.08%0.24%0.40%Q1 2016Q4 20164
New Republic Capital, LLC 440.99%1.06%1.11%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.39%0.59%0.84%Q4 2022Q3 20234
First County Bank /CT/ 440.44%0.49%0.53%Q4 2022Q3 20234
Blue Barn Wealth, LLC 440.20%0.20%0.21%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.60%0.91%1.26%Q4 2022Q3 20234
Maryland Capital Management 440.02%0.02%0.02%Q2 2021Q1 20224
New Potomac Partners, LLC 440.62%0.65%0.69%Q4 2022Q3 20234
G&S Capital LLC 440.10%0.24%0.34%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 440.14%0.45%1.35%Q4 2022Q3 20234
S.E.E.D. Planning Group LLC 440.11%0.13%0.14%Q1 2021Q4 20214
Collaborative Wealth Managment Inc. 210.15%0.19%0.22%Q1 2021Q3 20224
Fifth Third Wealth Advisors LLC 442.20%3.40%4.29%Q1 2023Q4 20234
THEORY FINANCIAL LLC 310.14%0.16%0.19%Q1 2022Q3 20234
MinichMacGregor Wealth Management, LLC 310.01%0.14%0.53%Q1 2018Q1 20204
Financial Insights, Inc. 310.35%0.65%0.82%Q3 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.01%0.04%0.07%Q4 2022Q3 20234
AT Bancorp 440.02%0.03%0.07%Q4 2017Q3 20184
FIRETHORN WEALTH PARTNERS, LLC 210.17%0.39%0.97%Q4 2020Q1 20224
Cypress Capital Management LLC (WY) 310.02%0.02%0.02%Q1 2018Q1 20194
Olistico Wealth, LLC 440.80%0.84%0.89%Q4 2022Q3 20234
Qube Research & Technologies Ltd 310.00%0.02%0.06%Q2 2022Q2 20234
Ballast, Inc. 310.13%0.14%0.15%Q3 2018Q3 20194
Talisman Wealth Advisors LLC 441.22%1.42%1.61%Q4 2022Q3 20234
Register Financial Advisors LLC 440.15%0.17%0.18%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.94%1.14%1.34%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.16%0.19%0.21%Q4 2020Q3 20214
BRADY FAMILY WEALTH, LLC 440.43%0.47%0.50%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
SATOVSKY ASSET MANAGEMENT LLC 440.08%0.09%0.09%Q4 2022Q3 20234
DDFG, Inc 440.11%0.12%0.14%Q4 2022Q3 20234
Pine Ridge Advisers LLC 442.93%3.15%3.42%Q4 2022Q3 20234
Copperleaf Capital, LLC 442.75%3.65%5.18%Q4 2019Q3 20204
OneAscent Financial Services LLC 440.08%0.22%0.37%Q4 2022Q3 20234
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q3 2022Q3 20234
CIC Wealth, LLC 440.63%0.68%0.71%Q4 2022Q3 20234
Signature Wealth Management Group 440.08%0.09%0.09%Q4 2017Q3 20184
S.C. Financial Services, Inc. 440.42%0.49%0.58%Q4 2021Q3 20224
Park Place Capital Corp 440.50%0.53%0.62%Q4 2022Q3 20234
STEPH & CO 210.01%0.09%0.28%Q4 2019Q3 20234
Dean, Jacobson Financial Services, LLC 3118.15%19.52%20.48%Q4 2021Q3 20234
Meeder Advisory Services, Inc. 443.44%3.67%3.75%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 310.00%0.01%0.01%Q2 2022Q3 20234
TELEMUS CAPITAL, LLC 310.02%0.05%0.06%Q3 2022Q3 20234
Northeast Financial Group, Inc. 440.18%0.24%0.28%Q4 2022Q3 20234
HMS Capital Management, LLC 310.00%0.16%0.42%Q1 2018Q2 20194
DUDLEY CAPITAL MANAGEMENT, LLC 440.44%0.47%0.51%Q4 2022Q3 20234
Compass Wealth Management LLC 440.04%0.05%0.07%Q1 2023Q4 20234
Legacy Trust 440.53%0.58%0.68%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 442.97%3.39%4.36%Q4 2022Q3 20234
Hassell Wealth Management, LLC 441.06%1.10%1.13%Q4 2022Q3 20234
Surevest, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Eley Financial Management, Inc 441.62%1.63%1.67%Q4 2022Q3 20234
Kathleen S. Wright Associates Inc. 440.09%0.10%0.10%Q4 2021Q3 20224
Townsend & Associates, Inc 440.01%0.01%0.02%Q4 2017Q3 20184
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
TFB Advisors LLC 441.94%3.11%5.52%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.06%0.07%0.08%Q2 2017Q1 20184
Clarius Group, LLC 220.02%0.16%0.32%Q2 2018Q1 20224
JOURNEY STRATEGIC WEALTH LLC 440.05%0.10%0.15%Q4 2022Q3 20234
Wealthsimple Inc. 4413.86%14.24%14.86%Q4 2021Q3 20224
STEVENS CAPITAL PARTNERS 440.92%0.99%1.04%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
ADIRONDACK TRUST CO 310.01%0.01%0.01%Q1 2018Q1 20234
McGlone Suttner Wealth Management, Inc. 440.38%0.56%0.78%Q4 2022Q3 20234
Hamilton Capital, LLC 440.01%0.06%0.10%Q3 2021Q2 20224
Wagner Wealth Management, LLC 310.00%0.03%0.11%Q2 2021Q4 20224
Per Stirling Capital Management, LLC. 440.95%1.38%1.87%Q4 2022Q3 20234
Sentinus, LLC 440.33%0.84%1.66%Q3 2022Q2 20234
Sageworth Trust Co 110.00%0.00%0.01%Q1 2019Q4 20224
ADVISOR PARTNERS II, LLC 220.02%0.03%0.05%Q3 2022Q3 20234
Joseph P. Lucia & Associates, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Phillips Wealth Planners LLC 440.36%0.43%0.57%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.22%0.24%0.26%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.06%0.17%Q4 2022Q3 20234
Life Planning Partners, Inc 447.21%8.46%9.46%Q4 2021Q3 20224
First Farmers & Merchants Bank / Trust 441.86%1.92%1.96%Q4 2021Q3 20224
Breakwater Capital Group 440.20%0.26%0.31%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 442.67%2.77%2.85%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 447.18%8.41%9.62%Q4 2022Q3 20234
CPA Asset Management LLC 440.25%0.30%0.39%Q4 2022Q3 20234
ETF Store, Inc. 440.25%0.31%0.38%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.18%0.22%0.25%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kooman & Associates 440.50%0.64%0.97%Q4 2022Q3 20234
AlphaMark Advisors, LLC 310.00%0.01%0.01%Q1 2022Q3 20234
Fusion Investment Group, LLC 440.04%0.05%0.06%Q4 2013Q3 20144
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
Moss Adams Wealth Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
INSPIRION WEALTH ADVISORS, LLC 310.04%0.16%0.22%Q4 2021Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.04%0.10%Q3 2018Q2 20234
AGF MANAGEMENT LTD 440.04%0.04%0.04%Q4 2022Q3 20234
New Hampshire Trust 440.26%0.30%0.32%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 440.00%0.01%0.02%Q3 2014Q2 20154
BREITER CAPITAL MANAGEMENT INC 311.11%1.15%1.20%Q4 2017Q1 20194
Y-Intercept (Hong Kong) Ltd 210.07%0.11%0.23%Q2 2021Q3 20234
FutureAdvisor, Inc. 443.00%4.08%4.94%Q4 2014Q3 20154
Jackson, Grant Investment Advisers, Inc. 310.01%0.01%0.04%Q4 2018Q3 20234
Family Asset Management, LLC 443.48%4.43%5.29%Q4 2022Q3 20234
JDM Financial Group LLC 441.58%1.65%1.72%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.22%0.24%0.26%Q4 2022Q3 20234
Rinet Co LLC 440.08%0.09%0.10%Q4 2020Q3 20214
J. W. Coons Advisors, LLC 440.27%0.29%0.31%Q4 2021Q3 20224
VISTA INVESTMENT MANAGEMENT 440.13%0.15%0.16%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 445.66%6.03%6.20%Q4 2022Q3 20234
Tolleson Wealth Management, Inc. 440.10%0.13%0.15%Q3 2019Q2 20204
Capital One Investing, Inc. 444.68%8.27%9.79%Q4 2018Q3 20194
CATALYST FINANCIAL PARTNERS LLC 447.95%8.61%9.32%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
MAIRS & POWER INC 310.00%0.00%0.00%Q4 2019Q2 20224
BRR OpCo, LLC 310.04%0.05%0.08%Q1 2017Q3 20194
FIRST INTERSTATE BANK 220.00%0.02%0.04%Q1 2018Q2 20194
Live Oak Investment Partners 440.10%0.11%0.11%Q4 2022Q3 20234
Corient Private Wealth LLC 440.17%0.25%0.33%Q4 2022Q3 20234
ALLEGHANY CORP /DE 311.95%2.41%3.32%Q2 2017Q2 20184
Cahill Wealth Management, LLC 310.18%0.19%0.19%Q1 2022Q3 20234
Armor Investment Advisors, LLC 310.07%0.13%0.28%Q4 2017Q3 20234
BMS Financial Advisors, LLC 210.15%0.27%0.36%Q1 2022Q2 20234
JUMP TRADING, LLC 440.10%0.47%1.30%Q2 2019Q1 20204
Simmons Bank 440.03%0.04%0.05%Q4 2022Q3 20234
Phoenix Investment Adviser LLC 440.18%0.23%0.34%Q4 2018Q3 20194
FIRST MIDWEST BANK TRUST DIVISION 220.05%0.07%0.08%Q1 2018Q4 20214
Paragon Wealth Strategies, LLC 440.19%0.26%0.32%Q3 2017Q2 20184
Intercontinental Wealth Advisors, LLC 440.03%0.03%0.04%Q4 2018Q3 20194
KARLINSKI ANDREW C 440.10%0.14%0.20%Q4 2021Q3 20224
PATTEN & PATTEN INC/TN 310.02%0.02%0.02%Q1 2021Q3 20234
Rocaton Investment Advisors, LLC 443.38%5.84%8.87%Q4 2017Q3 20184
Bridge Advisory, LLC 440.10%0.11%0.12%Q3 2021Q2 20224
Family Management Corp 440.04%0.11%0.14%Q2 2019Q1 20204
OptiFour Integrated Wealth Management, LLC 440.37%0.40%0.45%Q4 2017Q3 20184
KALEIDOSCOPE CAPITAL LP 440.82%1.34%1.57%Q4 2017Q3 20184
Verum Partners LLC 440.27%0.55%0.70%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 4410.48%12.72%13.92%Q4 2022Q3 20234
Visionary Asset Management, Inc. 310.07%0.18%0.23%Q2 2017Q3 20184
PINNACLE ASSOCIATES LTD 310.00%0.01%0.01%Q4 2018Q3 20234
Investors Capital Advisory Services 440.06%0.12%0.18%Q3 2015Q2 20164
Estate Counselors, LLC 440.06%0.62%1.48%Q4 2022Q3 20234
JD Financial Services Inc. 220.19%0.26%0.35%Q4 2020Q4 20214
Lourd Capital, LLC 440.04%0.07%0.09%Q1 2018Q4 20184
ETFIDEA, LLC 440.33%0.37%0.40%Q4 2022Q3 20234
SageView Advisory Group, LLC 441.41%1.57%1.76%Q4 2022Q3 20234
Winthrop Advisory Group LLC 310.05%0.42%0.85%Q3 2021Q3 20224
Fi3 FINANCIAL ADVISORS, LLC 441.10%1.71%2.33%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.98%1.05%1.20%Q4 2022Q3 20234
SSI INVESTMENT MANAGEMENT LLC 440.02%0.12%0.17%Q2 2017Q1 20184
VisionPoint Advisory Group, LLC 310.00%0.09%0.13%Q2 2020Q2 20234
GFS Advisors, LLC 220.06%0.09%0.12%Q3 2018Q3 20204
UNIQUE WEALTH, LLC 440.15%0.36%0.81%Q4 2022Q3 20234
Altus Wealth Group LLC 310.01%0.34%0.60%Q4 2020Q3 20234
Birch Capital Management, LLC 440.03%0.03%0.03%Q3 2022Q2 20234
NICOLET ADVISORY SERVICES, LLC 440.04%0.07%0.08%Q4 2022Q3 20234
Newton One Investments LLC 440.12%0.12%0.12%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.00%0.02%0.05%Q4 2022Q3 20233
Vantage Financial Partners, LLC 330.09%0.18%0.26%Q1 2023Q3 20233
Vericrest Private Wealth 333.52%3.70%3.81%Q4 2021Q2 20223
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Nilsine Partners, LLC 330.22%0.24%0.26%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.03%0.04%0.05%Q1 2022Q3 20223
Fidelis Capital Partners, LLC 330.42%0.49%0.53%Q1 2023Q3 20233
KFG WEALTH MANAGEMENT, LLC 330.20%0.22%0.25%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.15%0.17%0.21%Q4 2022Q3 20233
Summit Wealth Group, LLC 210.00%0.01%0.02%Q1 2021Q1 20233
Bridgeworth, LLC 210.03%0.04%0.07%Q2 2018Q3 20233
DHK Financial Advisors, Inc. 337.95%8.20%8.45%Q4 2021Q2 20223
TRIAD FINANCIAL ADVISORS, INC. 330.31%0.36%0.42%Q4 2021Q2 20223
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.02%0.05%0.11%Q3 2021Q1 20223
St. Johns Investment Management Company, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Spearhead Capital Advisors, LLC 330.05%0.15%0.34%Q1 2022Q3 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
SUTTON PLACE INVESTORS LLC 331.20%1.32%1.43%Q4 2021Q2 20223
Momentum Advisors, LLC 330.36%0.42%0.49%Q2 2022Q4 20223
DecisionPoint Financial, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
PRESILIUM PRIVATE WEALTH, LLC 330.08%0.19%0.28%Q1 2023Q3 20233
Horizons Wealth Management 330.02%0.02%0.02%Q2 2023Q4 20233
Geisinger Health 332.35%9.71%15.07%Q4 2022Q2 20233
Domani Wealth, LLC 210.19%0.48%0.63%Q1 2022Q1 20233
Salomon & Ludwin, LLC 210.01%0.01%0.02%Q4 2019Q3 20233
KHP Capital, LLC 330.02%0.05%0.07%Q1 2018Q3 20183
Allegis Investment Advisors, LLC 210.00%0.69%1.04%Q4 2015Q3 20173
Blue Zone Wealth Advisors, LLC 330.52%0.61%0.76%Q1 2020Q3 20203
Financial Gravity Companies, Inc. 210.00%0.02%0.04%Q4 2017Q4 20183
Diversified Portfolios, Inc. 330.11%0.11%0.12%Q2 2019Q4 20193
PROFESSIONAL ADVISORY SERVICES INC 332.34%2.70%2.94%Q1 2023Q3 20233
First Ascent Asset Management, LLC 330.05%0.11%0.18%Q4 2022Q2 20233
Engrave Wealth Partners LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q2 2020Q4 20203
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.02%0.07%0.15%Q3 2018Q1 20193
GW&K Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AlphaStar Capital Management, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
Genesis Wealth Advisors, LLC 330.02%2.39%4.34%Q4 2014Q2 20153
Perkins Coie Trust Co 210.01%0.01%0.02%Q4 2016Q3 20233
TIAA CREF TRUST CO FSB/MO 330.02%0.19%0.36%Q3 2016Q1 20173
Vise Technologies, Inc. 330.30%4.34%9.16%Q4 2021Q2 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Wealthfront Advisers LLC 330.00%0.00%0.01%Q1 2023Q3 20233
WADDELL & REED FINANCIAL INC 330.03%0.03%0.03%Q3 2020Q1 20213
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.13%0.19%Q4 2021Q2 20233
MERIDIAN MANAGEMENT CO 330.07%0.07%0.07%Q1 2023Q3 20233
Dana Investment Advisors, Inc. 330.01%0.05%0.07%Q1 2023Q3 20233
PARK NATIONAL CORP /OH/ 330.01%0.01%0.01%Q2 2021Q4 20213
Advisor Resource Council 210.03%0.08%0.15%Q3 2021Q2 20223
BECKER CAPITAL MANAGEMENT INC 330.68%0.69%0.70%Q1 2023Q3 20233
Foster Victor Wealth Advisors, LLC 330.04%0.04%0.05%Q1 2022Q3 20223
Cornerstone Planning Group LLC 210.03%0.03%0.04%Q4 2022Q3 20233
Private Wealth Partners, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 330.00%0.00%0.00%Q4 2017Q2 20183
Cordant, Inc. 110.00%0.01%0.02%Q3 2021Q3 20233
DUPONT CAPITAL MANAGEMENT CORP 330.79%0.98%1.10%Q4 2016Q2 20173
LEO BROKERAGE, LLC 210.04%0.06%0.09%Q2 2021Q2 20233
Biondo Investment Advisors, LLC 330.04%0.04%0.04%Q4 2020Q2 20213
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.01%0.02%Q1 2023Q3 20233
EWA, LLC 335.12%5.54%6.00%Q1 2023Q3 20233
Detalus Advisors, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
CFM WEALTH PARTNERS LLC 330.03%0.03%0.03%Q4 2019Q2 20203
Portfolio Solutions, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
INGALLS & SNYDER LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.03%0.03%0.03%Q4 2020Q2 20213
Samalin Investment Counsel, LLC 330.22%0.25%0.27%Q3 2020Q1 20213
Founders Capital Management 330.00%0.02%0.04%Q3 2022Q1 20233
FIRST FINANCIAL CORP /IN/ 330.00%0.00%0.00%Q3 2021Q1 20223
Novak Financial Planning, LLC 331.64%1.73%1.77%Q4 2020Q2 20213
Allegiant Private Advisors, LLC 332.46%2.76%3.07%Q4 2020Q2 20213
Ally Invest Advisors Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
Frontier Wealth Management LLC 330.02%0.03%0.04%Q4 2020Q2 20213
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.02%0.03%0.04%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Legacy Wealth Management, Inc 110.10%0.95%1.86%Q4 2015Q4 20183
Crestone Asset Management LLC 330.06%0.13%0.18%Q4 2021Q2 20223
Horizon Kinetics 330.00%0.01%0.01%Q2 2015Q4 20153
CUMBERLAND ADVISORS INC 331.72%1.88%2.04%Q1 2014Q3 20143
FIRST HORIZON CORP 210.00%0.03%0.04%Q2 2013Q2 20213
Geneva Advisors, LLC 330.01%0.01%0.02%Q4 2016Q2 20173
Oxler Private Wealth LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Watermark Asset Management, Inc. 330.17%0.19%0.25%Q2 2018Q4 20183
Bridgewater Wealth & Financial Management, LLC 330.08%0.08%0.09%Q1 2016Q3 20163
Shamrock Asset Management LLC 330.35%0.39%0.44%Q1 2019Q3 20193
EQUITABLE TRUST CO 330.03%0.03%0.03%Q1 2019Q3 20193
Sonora Investment Management, LLC 110.00%0.01%0.02%Q1 2019Q3 20213
Biltmore Capital Advisors LLC 210.07%1.56%4.25%Q4 2018Q4 20203
Econ Financial Services Corp 331.35%3.64%7.60%Q1 2023Q3 20233
HWG Holdings LP 110.00%0.01%0.02%Q2 2018Q4 20223
Fiduciary Trust Co International of Pennsylvania 210.99%1.05%1.14%Q2 2019Q1 20203
Deane Retirement Strategies, Inc. 333.11%5.70%7.09%Q1 2023Q3 20233
Braver Wealth Management, LLC 333.34%3.90%4.40%Q2 2016Q4 20163
HANCOCK WHITNEY INVESTMENT SERVICES INC. 331.24%1.61%2.24%Q4 2021Q2 20223
Coastline Trust Co 330.23%1.53%2.40%Q1 2023Q3 20233
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Wells Trecaso Financial Group, LLC 330.16%0.24%0.33%Q1 2023Q3 20233
KING LUTHER CAPITAL MANAGEMENT CORP 210.00%0.01%0.03%Q2 2022Q3 20233
Fulcrum Equity Management 210.05%0.10%0.15%Q4 2018Q3 20193
Castleview Partners, LLC 210.00%0.14%0.34%Q2 2021Q1 20223
Barber Financial Group, Inc. 330.04%0.04%0.04%Q3 2021Q1 20223
Southland Equity Partners LLC 330.08%0.09%0.10%Q2 2021Q4 20213
Argent Wealth Management LLC 332.02%2.14%2.30%Q4 2019Q2 20203
Morton Capital Management LLC/CA 210.08%0.12%0.14%Q4 2021Q3 20233
WFA Asset Management Corp 330.01%0.01%0.01%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
Crestmont Private Wealth LLC 334.21%4.55%4.91%Q4 2021Q2 20223
Regis Acquisition Inc. 3317.28%19.64%21.10%Q1 2023Q3 20233
Epic Trust Investment Advisors, LLC 330.37%0.51%0.62%Q1 2023Q3 20233
Salient Private Client, LLC 330.18%0.36%0.50%Q1 2018Q3 20183
D.B. Root & Company, LLC 330.27%0.48%0.62%Q1 2018Q3 20183
Headlands Technologies LLC 210.02%0.09%0.22%Q4 2022Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.05%0.06%0.07%Q3 2022Q3 20233
ORG Partners LLC 330.29%0.37%0.49%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
National Wealth Management Group, LLC 210.26%0.28%0.30%Q4 2021Q1 20233
JFG Wealth Management, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Badgley Phelps Wealth Managers, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Planning Solutions Group LLC 337.22%7.61%8.08%Q4 2018Q2 20193
Waterloo Capital, L.P. 330.14%0.16%0.20%Q1 2023Q3 20233
Cedar Mountain Advisors, LLC 210.00%0.00%0.01%Q4 2019Q1 20223
ZRC WEALTH MANAGEMENT, LLC 330.43%0.52%0.67%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.01%0.02%0.03%Q4 2017Q2 20183
CHANNEL WEALTH LLC 330.11%0.16%0.20%Q1 2023Q3 20233
Horan Capital Advisors, LLC. 330.10%0.12%0.17%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.04%0.05%0.06%Q1 2023Q3 20233
PFG Investments, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.19%0.20%0.23%Q1 2023Q3 20233
CABANA LLC 210.00%0.28%0.44%Q2 2018Q4 20193
PETRA FINANCIAL ADVISORS INC 210.38%0.46%0.52%Q4 2022Q3 20233
MRA Associates USA LLC 330.00%0.01%0.02%Q1 2019Q3 20193
Vontobel Holding Ltd. 210.00%0.01%0.03%Q2 2021Q2 20223
Aurora Private Wealth, Inc. 110.09%0.14%0.17%Q4 2019Q4 20213
Investment Research & Advisory Group, Inc. 210.00%0.00%0.00%Q4 2020Q3 20213
Scissortail Wealth Management, LLC 110.26%1.74%2.48%Q4 2021Q4 20223
BIP Wealth, LLC 330.05%0.07%0.10%Q1 2023Q3 20233
Western Pacific Wealth Management, LP 330.03%0.03%0.03%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.09%0.14%0.19%Q4 2021Q2 20223
Crosspoint Capital Strategies, LLC 210.02%0.05%0.10%Q1 2015Q4 20153
LGT Financial Advisors LLC 210.01%0.29%0.46%Q4 2022Q3 20233
Gallagher Fiduciary Advisors, LLC 332.12%2.22%2.33%Q1 2023Q3 20233
MRP Capital Investments, LLC 330.05%0.05%0.06%Q4 2022Q2 20233
AlphaOne Investment Services, LLC 330.06%0.06%0.07%Q3 2017Q1 20183
Metis Global Partners, LLC 330.06%0.08%0.11%Q2 2022Q4 20223
Ballew Advisors, Inc 330.03%0.05%0.06%Q1 2018Q3 20183
Tower View Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Richard Bernstein Advisors LLC 330.00%0.01%0.04%Q2 2017Q4 20173
Team Hewins, LLC 330.13%0.14%0.15%Q4 2022Q2 20233
KINGS POINT CAPITAL MANAGEMENT 210.00%0.02%0.04%Q1 2021Q1 20223
Glass Jacobson Investment Advisors llc 210.21%0.25%0.32%Q4 2022Q3 20233
Trail Ridge Investment Advisors, LLC 330.16%0.17%0.19%Q4 2021Q2 20223
Autumn Glory Partners, LLC 110.16%0.55%0.85%Q2 2022Q2 20233
Alpha DNA Investment Management LLC 220.01%0.02%0.04%Q4 2020Q1 20212
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
EPIQ PARTNERS, LLC 220.62%0.87%1.12%Q2 2021Q3 20212
Meristem Family Wealth, LLC 110.04%0.06%0.08%Q1 2019Q4 20212
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2019Q4 20222
VSR Financial Services, Inc. 220.06%0.09%0.13%Q1 2016Q2 20162
Gibson Capital, LLC 220.41%0.41%0.41%Q3 2019Q4 20192
Sound View Wealth Advisors, LLC 220.13%0.14%0.14%Q4 2018Q1 20192
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
RE Dickinson Investment Advisors, LLC 110.00%0.08%0.17%Q1 2022Q3 20232
SteelPeak Wealth, LLC 110.71%1.28%1.85%Q1 2020Q3 20202
WBI INVESTMENTS, LLC 110.01%0.05%0.10%Q2 2015Q4 20162
Integer Wealth Advisors Group LLC 221.56%2.58%3.60%Q4 2020Q1 20212
Catamount Wealth Management 220.02%0.03%0.04%Q4 2018Q1 20192
Wealth Advisors of Iowa, LLC 225.53%5.58%5.63%Q1 2021Q2 20212
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q1 2018Q2 20212
Round Table Services, LLC 220.05%0.08%0.11%Q4 2021Q1 20222
Fund Evaluation Group, LLC 220.26%0.34%0.43%Q4 2019Q1 20202
BBR PARTNERS, LLC 220.03%0.05%0.08%Q1 2020Q2 20202
Apexium Financial, LP 220.05%0.06%0.06%Q2 2023Q3 20232
Filbrandt Wealth Management, LLC 220.03%0.04%0.06%Q2 2020Q3 20202
Edgestream Partners, L.P. 220.03%0.05%0.07%Q1 2023Q2 20232
Coho Partners, Ltd. 110.00%0.00%0.01%Q1 2023Q3 20232
ClearBridge Investments 110.00%0.00%0.00%Q2 2022Q4 20222
Wealthsimple US, Ltd. 110.20%0.26%0.32%Q4 2019Q2 20202
Independence Advisors, LLC 220.01%0.01%0.02%Q2 2020Q3 20202
Evolution Wealth Advisors, LLC 110.00%0.04%0.07%Q4 2019Q3 20212
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q3 2018Q2 20232
Ironwood Investment Counsel, LLC 220.19%0.24%0.30%Q3 2018Q4 20182
BANK HAPOALIM BM 111.50%1.77%2.04%Q4 2020Q1 20222
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.05%0.10%Q1 2014Q4 20142
LifePro Asset Management 220.19%0.22%0.25%Q2 2023Q3 20232
Centennial Wealth Advisory LLC 222.06%2.13%2.19%Q2 2021Q3 20212
Elwood & Goetz Wealth Advisory Group, LLC 110.09%0.13%0.16%Q2 2021Q3 20222
Professional Financial Advisors, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
MMA ASSET MANAGEMENT LLC 220.84%0.87%0.90%Q2 2023Q3 20232
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q4 2021Q3 20232
Gunma Bank,Ltd. 220.35%0.40%0.45%Q2 2022Q3 20222
Roof Eidam Maycock Peralta, LLC 220.58%0.63%0.67%Q4 2015Q1 20162
CoreFirst Bank & Trust 220.14%0.14%0.14%Q2 2023Q3 20232
Urban Wealth Management, LLC 110.90%2.25%3.59%Q4 2020Q2 20222
Kohmann Bosshard Financial Services, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
ROTHSCHILD INVESTMENT LLC /IL 220.02%0.03%0.04%Q2 2023Q3 20232
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.20%0.20%0.20%Q4 2019Q1 20202
DF DENT & CO INC 220.00%0.00%0.00%Q2 2023Q3 20232
Tranquilli Financial Advisor LLC 220.43%0.49%0.55%Q2 2023Q3 20232
Koss-Olinger Consulting, LLC 220.03%0.04%0.05%Q4 2022Q1 20232
Keystone Wealth Services, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
Jolley Asset Management, LLC 220.08%0.09%0.10%Q1 2018Q2 20182
WealthTrust Asset Management, LLC 221.61%1.67%1.72%Q1 2023Q2 20232
Blue Granite Capital, LLC 220.04%0.04%0.04%Q3 2017Q4 20172
Fernwood Investment Management, LLC 220.11%0.11%0.11%Q2 2018Q3 20182
SJS Investment Consulting Inc. 110.00%0.01%0.02%Q1 2023Q3 20232
Cumberland Partners Ltd 220.04%0.05%0.05%Q3 2021Q4 20212
University of Southern California 2218.57%22.96%27.35%Q1 2013Q2 20132
Sequoia Wealth Management, LLC 110.34%0.51%0.67%Q1 2019Q3 20192
Biechele Royce Advisors 220.10%0.11%0.11%Q1 2023Q2 20232
Solstein Capital, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Melone Private Wealth, LLC 220.17%0.19%0.20%Q4 2021Q1 20222
StratiFi, LLC 220.04%0.08%0.12%Q3 2015Q4 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Eagle Bluffs Wealth Management LLC 220.41%0.42%0.43%Q1 2023Q2 20232
FIDUCIENT ADVISORS LLC 110.03%0.14%0.25%Q1 2021Q3 20232
OLIO Financial Planning 220.14%0.15%0.16%Q1 2022Q2 20222
MKT Advisors LLC 110.16%0.18%0.20%Q4 2021Q3 20232
Claybrook Capital, LLC 110.16%0.44%0.73%Q4 2018Q2 20212
JMAC ENTERPRISES LLC 220.17%0.17%0.18%Q2 2023Q3 20232
AIRE ADVISORS, LLC 220.14%0.16%0.18%Q4 2021Q1 20222
Holistic Financial Partners 220.02%0.02%0.02%Q4 2017Q1 20182
Field & Main Bank 220.00%0.02%0.05%Q2 2020Q3 20202
RGT Wealth Advisors, LLC 110.01%0.05%0.10%Q3 2020Q4 20212
Verity Asset Management, Inc. 220.18%0.19%0.19%Q1 2021Q2 20212
Confluence Wealth Services, Inc. 220.12%0.18%0.24%Q4 2021Q1 20222
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
VANCE WEALTH, INC. 220.45%0.60%0.75%Q2 2022Q3 20222
ADAMSBROWN WEALTH CONSULTANTS LLC 220.17%0.19%0.21%Q4 2021Q1 20222
Astor Investment Management LLC 223.91%3.95%3.99%Q2 2021Q3 20212
Forum Financial Management, LP 110.01%0.01%0.01%Q4 2021Q1 20232
BEACON INVESTMENT ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
COMMONS CAPITAL, LLC 220.21%0.21%0.22%Q4 2021Q1 20222
Summit Investment Advisory Services, LLC 220.17%0.18%0.20%Q2 2023Q3 20232
MD Financial Management Inc. 222.55%2.82%3.10%Q3 2021Q4 20212
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.03%0.04%0.04%Q2 2018Q3 20182
Fluent Financial, LLC 221.62%1.69%1.76%Q4 2017Q1 20182
Successful Portfolios LLC 220.22%0.24%0.26%Q3 2020Q4 20202
Lansing Street Advisors 220.01%0.01%0.01%Q3 2022Q4 20222
Worth Asset Management, LLC 220.03%0.04%0.06%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Axim Planning & Wealth 220.14%0.16%0.18%Q2 2022Q3 20222
Cardinal Point Capital Management ULC 220.06%0.06%0.06%Q2 2023Q3 20232
Hofer & Associates. Inc 222.25%2.30%2.34%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Gallacher Capital Management LLC 220.14%0.15%0.16%Q4 2022Q1 20232
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
Icon Wealth Advisors, LLC 220.32%0.34%0.35%Q3 2022Q4 20222
REGIMEN WEALTH, LLC 220.11%0.13%0.16%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
True Wealth Design, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
CONTINUUM WEALTH ADVISORS, LLC 223.95%3.97%3.99%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 111.33%1.70%2.06%Q4 2022Q3 20232
25 LLC 220.01%0.01%0.02%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.35%0.47%0.59%Q2 2023Q3 20232
Noble Family Wealth, LLC 220.04%0.06%0.08%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.39%0.40%0.41%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 221.32%1.36%1.40%Q2 2023Q3 20232
Certus Wealth Management, LLC 222.64%3.78%4.92%Q2 2023Q3 20232
PFW Advisors LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 220.49%0.49%0.49%Q2 2023Q3 20232
CGC Financial Services, LLC 2217.50%17.67%17.85%Q2 2023Q3 20232
Slocum, Gordon & Co LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Chan Zuckerberg Initiative, LLC 227.20%7.74%8.27%Q4 2022Q1 20232
Peoples Bank/KS 220.01%0.01%0.02%Q3 2023Q4 20232
Rosenbaum Jay D. 220.45%0.53%0.61%Q2 2023Q3 20232
Linscomb & Williams, Inc. 110.01%0.11%0.20%Q4 2016Q1 20232
FIRST AMERICAN TRUST, FSB 110.04%0.06%0.07%Q2 2018Q4 20192
CFO4Life Group, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
GRAYBILL WEALTH MANAGEMENT, LTD. 220.16%0.18%0.20%Q2 2023Q3 20232
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.01%0.03%0.05%Q2 2018Q3 20182
MACKAY SHIELDS LLC 110.01%0.01%0.02%Q2 2020Q4 20202
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 222.17%2.31%2.44%Q4 2021Q1 20222
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 220.07%0.07%0.08%Q3 2021Q4 20212
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.01%Q3 2022Q2 20232
WHITE PINE CAPITAL LLC 220.10%0.11%0.11%Q2 2023Q3 20232
IMPAX ASSET MANAGEMENT LLC 220.52%0.60%0.68%Q1 2018Q2 20182
STIFEL NICOLAUS & CO INC \MO\ 220.60%0.96%1.32%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.00%0.02%0.05%Q4 2014Q1 20152
Bayesian Capital Management, LP 110.05%0.06%0.06%Q3 2018Q4 20192
BAR HARBOR TRUST SERVICES 220.00%0.06%0.13%Q1 2022Q2 20222
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Eukles Asset Management 220.01%0.01%0.01%Q2 2023Q3 20232
OPUS INVESTMENT MANAGEMENT INC 220.47%0.65%0.83%Q4 2021Q1 20222
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2018Q3 20182
Mirador Capital Partners LP 110.05%0.07%0.10%Q2 2019Q3 20232
USA FINANCIAL FORMULAS 110.01%0.03%0.04%Q3 2020Q4 20212
ZWJ INVESTMENT COUNSEL INC 220.02%0.02%0.02%Q1 2018Q2 20182
Moisand Fitzgerald Tamayo, LLC 110.00%0.01%0.01%Q2 2020Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
NORTHEAST INVESTMENT MANAGEMENT 220.02%0.02%0.02%Q4 2018Q1 20192
Pettinga Financial Advisors LLC 221.65%1.81%1.97%Q2 2020Q3 20202
ROCKEFELLER FINANCIAL SERVICES INC 220.05%0.06%0.06%Q3 2017Q4 20172
CWA Asset Management Group, LLC 110.04%0.11%0.18%Q2 2019Q1 20202
Kalos Management, Inc. 110.01%0.04%0.08%Q4 2019Q1 20232
CHAPIN DAVIS, INC. 220.10%0.11%0.11%Q2 2023Q3 20232
True North Advisors, LLC 110.07%0.07%0.07%Q3 2022Q2 20232
Leelyn Smith, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Curated Wealth Partners LLC 220.08%0.09%0.10%Q2 2022Q3 20222
Occidental Asset Management, LLC 220.26%0.36%0.46%Q2 2023Q3 20232
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2021Q1 20222
Auour Investments LLC 222.13%2.22%2.30%Q2 2023Q3 20232
HBW ADVISORY SERVICES LLC 110.00%0.02%0.04%Q3 2022Q3 20232
Banco Santander, S.A. 220.01%0.01%0.01%Q4 2021Q1 20222
Meridian Wealth Advisors, LLC 220.09%0.09%0.09%Q3 2019Q4 20192
First Allied Asset Management, Inc. 220.18%0.32%0.46%Q4 2014Q1 20152
Banque Cantonale Vaudoise 220.00%0.00%0.00%Q1 2022Q2 20222
iAB Financial Bank 220.12%0.20%0.28%Q1 2017Q2 20172
Avalon Trust Co 220.00%0.01%0.01%Q2 2023Q3 20232
Select Equity Group, L.P. 110.21%0.21%0.21%Q2 2017Q2 20171
MARSHALL WACE, LLP 110.01%0.01%0.01%Q2 2018Q2 20181
BOS Asset Management, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
REDW Wealth LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Bensler, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Transparent Wealth Partners LLC 118.21%8.21%8.21%Q1 2022Q1 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Gateway Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Liquid Strategies, LLC 113.09%3.09%3.09%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MONTAGE INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ensemble Capital Management 110.04%0.04%0.04%Q2 2018Q2 20181
Aull & Monroe Investment Management Corp 110.09%0.09%0.09%Q4 2021Q4 20211
REFRAME WEALTH, LLC 110.55%0.55%0.55%Q4 2022Q4 20221
RiverGlades Family Offices LLC 113.44%3.44%3.44%Q4 2018Q4 20181
Morling Financial Advisors, LLC 110.29%0.29%0.29%Q1 2022Q1 20221
Tillar-Wenstrup Advisors, LLC 111.38%1.38%1.38%Q4 2019Q4 20191
Eaton Financial Holdings Company, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
SHAKESPEARE WEALTH MANAGEMENT, INC. 110.09%0.09%0.09%Q3 2022Q3 20221
Jackson Financial Management 110.21%0.21%0.21%Q1 2018Q1 20181
Evergreen Wealth Solutions, LLC 110.73%0.73%0.73%Q3 2022Q3 20221
AVAII WEALTH MANAGEMENT, LLC 110.79%0.79%0.79%Q4 2021Q4 20211
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
North Ridge Wealth Advisors, Inc. 110.23%0.23%0.23%Q1 2023Q1 20231
Custos Family Office, LLC 114.93%4.93%4.93%Q3 2023Q3 20231
6 Meridian 111.17%1.17%1.17%Q4 2018Q4 20181
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
Circle Wealth Management, LLC 111.13%1.13%1.13%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
AURORA FINANCIAL ADVISORS, LLC 110.38%0.38%0.38%Q4 2017Q4 20171
Atomi Financial Group, Inc. 110.42%0.42%0.42%Q3 2023Q3 20231
Financial Planners of Cleveland, Inc. 110.33%0.33%0.33%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
ELEVATUS WELATH MANAGEMENT 110.81%0.81%0.81%Q3 2023Q3 20231
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Paulson Wealth Management Inc. 110.15%0.15%0.15%Q4 2017Q4 20171
J Arnold Wealth Management Co 110.00%0.00%0.00%Q4 2020Q4 20201
HOHIMER WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Slagle Financial, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Stillwater Capital Advisors, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LJI Wealth Management, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
KPP Advisory Services LLC 110.51%0.51%0.51%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 115.53%5.53%5.53%Q4 2022Q4 20221
Tenret Co LLC 110.36%0.36%0.36%Q1 2022Q1 20221
Nalls Sherbakoff Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Elevated Capital Advisors, LLC 110.30%0.30%0.30%Q3 2021Q3 20211
Bank OZK 110.12%0.12%0.12%Q3 2023Q3 20231
HAP Trading, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Quaker Wealth Management, LLC 110.15%0.15%0.15%Q3 2020Q3 20201
Dentgroup LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Compass Ion Advisors, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DRW SECURITIES, L.L.C. 110.54%0.54%0.54%Q3 2022Q3 20221
Financiere des Professionnels - Fonds d,investissement inc. 118.11%8.11%8.11%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 1113.52%13.52%13.52%Q3 2023Q3 20231
WMS Partners, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Arlington Trust Co LLC 111.64%1.64%1.64%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 113.64%3.64%3.64%Q3 2023Q3 20231
Mattern Wealth Management LLC 111.57%1.57%1.57%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PRIO WEALTH LIMITED PARTNERSHIP 110.04%0.04%0.04%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.13%0.13%0.13%Q3 2023Q3 20231
Eagle Bay Advisors LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Corundum Group, Inc. 110.18%0.18%0.18%Q3 2022Q3 20221
EXCALIBUR MANAGEMENT CORP 110.19%0.19%0.19%Q2 2015Q2 20151
Campbell Wealth Management 110.03%0.03%0.03%Q1 2022Q1 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
Penobscot Investment Management Company, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Rice Partnership, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Guardian Wealth Advisors, LLC 110.53%0.53%0.53%Q1 2021Q1 20211
CITY NATIONAL BANK 110.01%0.01%0.01%Q4 2013Q4 20131
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Strid Group, LLC 110.30%0.30%0.30%Q2 2016Q2 20161
FC Advisory LLC 110.10%0.10%0.10%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HoyleCohen, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2018Q2 20181
Robbins Farley 110.05%0.05%0.05%Q3 2021Q3 20211
Blankinship & Foster, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Thrive Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Windsor Advisory Group, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Pflug Koory, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
COBIZ WEALTH, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
IBERIABANK CORP 110.02%0.02%0.02%Q3 2018Q3 20181
Stratford Consulting, LLC 110.66%0.66%0.66%Q1 2020Q1 20201
THOMPSON INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q1 2023Q1 20231
HARBOUR INVESTMENT MANAGEMENT LLC 110.12%0.12%0.12%Q4 2022Q4 20221
BTR CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2022Q3 20221
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Altus Wealth Management, LLC 110.55%0.55%0.55%Q4 2019Q4 20191
Johnson Financial Group, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Yellowstone Partners, LLC 110.08%0.08%0.08%Q3 2016Q3 20161
SOUTH TEXAS MONEY MANAGEMENT LTD 110.09%0.09%0.09%Q2 2015Q2 20151
PGIM Custom Harvest LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Royal Harbor Partners, LLC 114.29%4.29%4.29%Q4 2019Q4 20191
FOCUS Wealth Advisors, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Syverson Strege & Co 110.00%0.00%0.00%Q4 2020Q4 20201
BELLEVUE ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
FISHMAN JAY A LTD/MI 110.03%0.03%0.03%Q4 2020Q4 20201
CULBERTSON A N & CO INC 110.06%0.06%0.06%Q4 2019Q4 20191
PRIVATE ASSET MANAGEMENT INC 110.03%0.03%0.03%Q4 2020Q4 20201
Long Wharf Investors, Inc. 110.48%0.48%0.48%Q2 2014Q2 20141
WealthTrust-Arizona, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Midwest Wealth Management Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
NICOLET BANKSHARES INC 110.09%0.09%0.09%Q1 2020Q1 20201
ALLSTATE INVESTMENT MANAGEMENT CO 111.01%1.01%1.01%Q4 2022Q4 20221
AQR Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
Oak Grove Capital LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Clear Perspective Advisors, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Perella Weinberg Partners Capital Management LP 110.58%0.58%0.58%Q2 2020Q2 20201
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Renaissance Technologies 110.02%0.02%0.02%Q2 2021Q2 20211
GERMAN AMERICAN BANCORP, INC. 110.07%0.07%0.07%Q1 2023Q1 20231
ABNER HERRMAN & BROCK LLC 110.06%0.06%0.06%Q2 2023Q2 20231
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MIDDLETON & CO INC/MA 110.06%0.06%0.06%Q2 2023Q2 20231
Delphi Private Advisors LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Spears Abacus Advisors LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Cerro Pacific Wealth Advisors LLC 110.11%0.11%0.11%Q4 2022Q4 20221
STABLEFORD CAPITAL II LLC 113.03%3.03%3.03%Q1 2023Q1 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
GILL CAPITAL PARTNERS, LLC 110.09%0.09%0.09%Q4 2023Q4 20231
CAUSEWAY CAPITAL MANAGEMENT LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Barry Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
ROMAN BUTLER FULLERTON & CO 110.14%0.14%0.14%Q2 2019Q2 20191
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
BARR E S & CO 110.02%0.02%0.02%Q2 2023Q2 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.01%0.01%0.01%Q4 2013Q4 20131
NEXT Financial Holdings 110.15%0.15%0.15%Q1 2019Q1 20191
EQ LLC 110.58%0.58%0.58%Q4 2020Q4 20201
Wealthgate Family Office, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Jane Street Holding, LLC 110.20%0.20%0.20%Q2 2013Q2 20131
LODESTAR INVESTMENT COUNSEL LLC/IL 110.03%0.03%0.03%Q2 2019Q2 20191
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Mawer Investment Management Ltd. 110.00%0.00%0.00%Q4 2022Q4 20221
qPULA Trading Management LP 110.56%0.56%0.56%Q4 2020Q4 20201
Commonwealth Financial Services, LLC 1110.41%10.41%10.41%Q1 2017Q1 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q2 2019Q2 20191
Belvedere Trading LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LifeSteps Financial, Inc. 110.58%0.58%0.58%Q4 2019Q4 20191
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PRW Wealth Management LLC 110.59%0.59%0.59%Q2 2021Q2 20211
Berger Financial Group, Inc 110.03%0.03%0.03%Q1 2022Q1 20221
FIRST FINANCIAL EQUITY CORPORATION 110.13%0.13%0.13%Q1 2017Q1 20171
TCG Advisors, LP 110.16%0.16%0.16%Q2 2020Q2 20201
Atwater Malick LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Capital Advisors Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WEXFORD CAPITAL LP 110.07%0.07%0.07%Q3 2019Q3 20191
Pasadena Private Wealth, LLC 112.83%2.83%2.83%Q4 2019Q4 20191
SUMMIT CAPITAL MANAGEMENT LLC 110.46%0.46%0.46%Q4 2015Q4 20151
EAGLE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
WFA of San Diego, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
TEACHER RETIREMENT SYSTEM OF TEXAS 110.01%0.01%0.01%Q3 2017Q3 20171
Bordeaux Wealth Advisors LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Autus Asset Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.27%0.27%0.27%Q2 2021Q2 20211
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cynosure Group, LLC 110.66%0.66%0.66%Q3 2023Q3 20231
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
Main Street Research LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q2 2016Q2 20161
KCM INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
STALEY CAPITAL ADVISERS INC 110.04%0.04%0.04%Q4 2019Q4 20191
SAWGRASS ASSET MANAGEMENT LLC 110.75%0.75%0.75%Q3 2023Q3 20231
Walkner Condon Financial Advisors LLC 110.07%0.07%0.07%Q1 2023Q1 20231
PLANNING DIRECTIONS INC 110.34%0.34%0.34%Q1 2020Q1 20201
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2017Q4 20171
TBH Global Asset Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.06%0.06%0.06%Q2 2022Q2 20221
Prostatis Group LLC 111.37%1.37%1.37%Q4 2019Q4 20191
Sunburst Financial Group, LLC 110.45%0.45%0.45%Q4 2019Q4 20191
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CAPSTONE ASSET MANAGEMENT CO 110.02%0.02%0.02%Q4 2015Q4 20151
Eidelman Virant Capital 110.19%0.19%0.19%Q1 2022Q1 20221
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Verdad Advisers, LP 119.84%9.84%9.84%Q3 2023Q3 20231
CHURCHILL MANAGEMENT Corp 110.01%0.01%0.01%Q1 2018Q1 20181
SlateStone Wealth, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
B & T Capital Management DBA Alpha Capital Management 110.22%0.22%0.22%Q3 2018Q3 20181
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
McAdams Wright Ragen, Inc. 110.03%0.03%0.03%Q3 2014Q3 20141
KANALY TRUST CO 110.03%0.03%0.03%Q4 2016Q4 20161
BANYAN CAPITAL MANAGEMENT, INC. 110.81%0.81%0.81%Q4 2018Q4 20181
New England Investment & Retirement Group, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
Weatherstone Capital Management 110.38%0.38%0.38%Q3 2014Q3 20141
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capstone Financial Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Knuff & Co LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Grace Capital 110.10%0.10%0.10%Q3 2018Q3 20181
CADENCE BANK NA 110.10%0.10%0.10%Q3 2020Q3 20201
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q4 2018Q4 20181
Danda Trouve Investment Management, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Indiana Trust & Investment Management CO 110.11%0.11%0.11%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Welch Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Perennial Advisors, LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Gilbert & Cook, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
ELM ADVISORS, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
MONECO Advisors, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
PREMIER ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
RJA Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Merrion Investment Management Co, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Forward Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
VIVID FINANCIAL MANAGEMENT, INC. 110.35%0.35%0.35%Q4 2019Q4 20191
SteelBridge Private Wealth Advisors LLC 110.71%0.71%0.71%Q2 2017Q2 20171
Coastal Bridge Advisors, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
KELLEHER FINANCIAL ADVISORS 110.10%0.10%0.10%Q2 2017Q2 20171
HORIZON FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Dakota Community Bank & Trust NA 110.62%0.62%0.62%Q4 2022Q4 20221
AVALON CAPITAL MANAGEMENT 116.19%6.19%6.19%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.16%0.16%0.16%Q2 2023Q2 20231
Second Half Financial Partners, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Strata Wealth Advisors, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Ethos Financial Group, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
ASB Consultores, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Arlington Financial Advisors, LLC 110.72%0.72%0.72%Q4 2018Q4 20181
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Quadrant Capital Management, LLC 114.88%4.88%4.88%Q3 2018Q3 20181
Northwest Bank & Trust Co 110.55%0.55%0.55%Q2 2023Q2 20231
ARMSTRONG ADVISORY GROUP, INC 110.02%0.02%0.02%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 110.42%0.42%0.42%Q3 2023Q3 20231
Reby Advisors, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
GUIDANCE CAPITAL, INC 115.98%5.98%5.98%Q2 2023Q2 20231
Astoria Portfolio Advisors LLC. 110.18%0.18%0.18%Q4 2022Q4 20221
Adams Asset Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Starfire Investment Advisers, Inc. 110.13%0.13%0.13%Q2 2018Q2 20181
Live Your Vision, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
OTA Financial Group L.P. 110.75%0.75%0.75%Q2 2019Q2 20191
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Align Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
SHAYNE & JACOBS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Bridgewater Advisors Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.05%0.05%0.05%Q3 2023Q3 20231
Permit Capital Advisors, LLC 112.94%2.94%2.94%Q1 2022Q1 20221
Kingdom Financial Group LLC. 110.23%0.23%0.23%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Trifecta Capital Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Shilanski & Associates, Inc. 115.36%5.36%5.36%Q3 2022Q3 20221
Demars Financial Group, LLC 110.24%0.24%0.24%Q1 2020Q1 20201
Smallwood Wealth Investment Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Carter Financial Group, INC. 110.49%0.49%0.49%Q1 2022Q1 20221
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
My Personal CFO, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Clarfeld Financial Advisors, LLC 113.64%3.64%3.64%Q4 2018Q4 20181
Glassy Mountain Advisors, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Oak Asset Management, LLC 110.61%0.61%0.61%Q2 2022Q2 20221
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Ulland Investment Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
E&G Advisors, LP 110.25%0.25%0.25%Q3 2018Q3 20181
CLIENT 1ST ADVISORY GROUP, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
BluePath Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Intergy Private Wealth, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Forbes Financial Planning, Inc. 110.83%0.83%0.83%Q4 2021Q4 20211
Syntegra Private Wealth Group, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
PURSUE WEALTH PARTNERS LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Planning Center, Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
G2 CAPITAL MANAGEMENT, LLC / OH 114.09%4.09%4.09%Q4 2022Q4 20221
Checchi Capital Advisers, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
PECAUT & CO. 110.00%0.00%0.00%Q3 2019Q3 20191
Somerset Trust Co 110.11%0.11%0.11%Q4 2023Q4 20231
Westwind Capital 110.02%0.02%0.02%Q4 2021Q4 20211
INSIGNEO ADVISORY SERVICES, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.45%0.45%0.45%Q1 2022Q1 20221
Operose Advisors LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Obsidian Personal Planning Solutions LLC 110.52%0.52%0.52%Q2 2022Q2 20221
Gould Capital, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
CONSILIO WEALTH ADVISORS, LLC 112.22%2.22%2.22%Q4 2021Q4 20211
BARNES PETTEY FINANCIAL ADVISORS, LLC 110.41%0.41%0.41%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Marble Harbor Investment Counsel, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Aries Wealth Management 112.43%2.43%2.43%Q1 2022Q1 20221
Darrow Company, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Buffington Mohr McNeal 110.03%0.03%0.03%Q1 2019Q1 20191
External links

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