ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.08%Q2 2013Q3 2023105
Cutler Group LLC / CA 2740.00%0.03%1.40%Q4 2015Q3 202368
JANE STREET GROUP, LLC 2510.00%0.30%2.38%Q1 2014Q3 202357
WOLVERINE TRADING, LLC 720.00%0.01%0.04%Q3 2017Q3 202353
US BANCORP \DE\ 42420.00%0.84%1.96%Q2 2013Q3 202347
Creative Planning 42420.00%4.28%7.17%Q2 2013Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.64%1.35%Q2 2013Q3 202344
Citadel Advisors 1510.00%0.01%0.10%Q2 2015Q3 202343
Stairway Partners, LLC 43437.09%13.55%17.05%Q2 2013Q4 202343
Tortoise Investment Management, LLC 43430.93%3.49%5.34%Q1 2013Q3 202343
Neuberger Berman Group LLC 42420.00%0.05%0.18%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.08%0.19%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.21%1.15%1.83%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.07%0.40%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.23%0.75%1.23%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.34%1.30%1.79%Q2 2013Q3 202342
Checchi Capital Advisers, LLC 40400.09%0.37%1.49%Q4 2013Q3 202342
TD Capital Management LLC 42420.06%0.96%2.49%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.05%0.11%Q2 2013Q3 202342
Atria Investments, Inc 42420.04%0.72%2.47%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.43%1.09%Q2 2013Q3 202342
Regis Management CO LLC 42421.06%2.03%4.48%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.10%2.01%8.17%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.32%0.92%1.73%Q2 2013Q3 202342
BlackRock Inc. 42420.02%0.11%0.38%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42420.49%3.26%5.87%Q2 2013Q3 202342
Ballentine Partners, LLC 42423.03%5.56%9.85%Q2 2013Q3 202342
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 42421.64%4.57%7.21%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.36%0.86%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.15%0.40%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.24%0.51%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.43%0.98%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42421.20%3.44%5.33%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.06%0.59%1.00%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 24170.03%2.00%9.77%Q2 2013Q3 202341
ASPIRIANT, LLC 41410.26%2.72%9.08%Q3 2013Q3 202341
HighTower Advisors, LLC 3920.00%0.14%0.35%Q2 2013Q3 202341
STATE STREET CORP 41410.00%0.02%0.04%Q3 2013Q3 202341
LPL Financial LLC 28130.01%0.90%2.03%Q2 2013Q3 202341
FMR LLC 41410.00%0.11%0.36%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.42%1.11%Q4 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3740.00%0.24%0.58%Q2 2013Q3 202341
ASSETMARK, INC 41410.38%1.48%2.28%Q3 2013Q3 202341
CABOT WEALTH MANAGEMENT INC 41410.04%0.25%0.72%Q3 2013Q3 202341
Haverford Trust Co 4011.54%3.53%5.38%Q2 2013Q3 202341
WOODMONT INVESTMENT COUNSEL LLC 41410.64%1.35%2.36%Q3 2013Q3 202341
CKW FINANCIAL GROUP 40402.37%7.65%12.31%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 3410.00%0.18%0.45%Q4 2012Q3 202340
Acropolis Investment Management, LLC 30100.02%0.27%0.66%Q3 2013Q3 202340
D.A. DAVIDSON & CO. 40400.01%0.05%0.15%Q4 2013Q3 202340
Colonial Trust Advisors 40400.00%0.49%1.25%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40401.86%2.87%5.26%Q4 2013Q3 202340
ALESCO ADVISORS LLC 40400.03%3.61%5.47%Q4 2013Q3 202340
Destination Wealth Management 40400.09%2.20%3.58%Q4 2013Q3 202340
FDx Advisors, Inc. 3280.05%1.08%2.88%Q3 2013Q3 202340
NORTH STAR ASSET MANAGEMENT INC 40400.21%0.46%0.77%Q4 2013Q3 202340
KEYBANK NATIONAL ASSOCIATION/OH 40400.00%0.54%0.90%Q4 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 22170.00%0.12%0.40%Q4 2013Q3 202339
Mariner, LLC 39390.06%0.29%0.50%Q1 2014Q3 202339
Brinker Capital Investments, LLC 39390.20%0.69%1.55%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.13%0.27%0.54%Q1 2014Q3 202339
BOK Financial Private Wealth, Inc. 39390.06%3.43%8.01%Q1 2014Q3 202339
First Financial Bank - Trust Division 39390.17%1.33%2.28%Q2 2014Q4 202339
Cetera Advisor Networks LLC 39390.02%0.19%0.52%Q1 2014Q3 202339
Capital Analysts, LLC 39390.01%1.82%4.34%Q1 2014Q3 202339
CAPTRUST FINANCIAL ADVISORS 2610.00%0.16%0.75%Q2 2013Q3 202339
JPMORGAN CHASE & CO 39390.00%0.13%0.76%Q1 2014Q3 202339
RAYMOND JAMES & ASSOCIATES 3510.00%0.45%0.79%Q2 2013Q3 202339
SENTINEL TRUST CO LBA 39390.16%1.54%4.51%Q1 2014Q3 202339
ARGI Investment Services, LLC 3260.03%0.36%1.67%Q2 2013Q4 202238
NORTHERN TRUST CORP 3620.00%0.01%0.05%Q2 2013Q3 202338
M&T BANK CORP 2120.00%1.65%2.71%Q3 2013Q3 202338
Rehmann Capital Advisory Group 23150.07%1.46%2.39%Q4 2013Q3 202338
Charles Schwab Investment Advisory, Inc. 38380.06%0.58%1.68%Q2 2014Q3 202338
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 38380.01%0.22%0.80%Q2 2014Q3 202338
Savant Capital, LLC 37370.60%10.71%17.81%Q3 2014Q3 202337
Modera Wealth Management, LLC 37370.33%6.88%12.87%Q3 2014Q3 202337
UBS Group AG 36360.00%0.48%0.93%Q4 2014Q3 202337
GOFEN & GLOSSBERG LLC /IL/ 37370.02%0.09%0.18%Q4 2013Q4 202237
Bank of New York Mellon Corp 3610.00%0.04%0.12%Q2 2014Q3 202337
BLAIR WILLIAM & CO/IL 3610.00%0.11%0.24%Q4 2013Q3 202337
FRANKLIN RESOURCES INC 37370.00%0.09%0.20%Q3 2014Q3 202337
NAPLES GLOBAL ADVISORS, LLC 37370.08%0.15%0.29%Q3 2014Q3 202337
Janney Montgomery Scott LLC 2980.01%0.23%0.64%Q2 2014Q3 202337
SCHRODER INVESTMENT MANAGEMENT GROUP 3070.00%0.05%0.17%Q2 2014Q3 202337
SEI INVESTMENTS CO 36360.00%0.18%0.49%Q4 2014Q3 202336
THRIVENT FINANCIAL FOR LUTHERANS 2520.00%0.40%1.01%Q3 2014Q3 202336
CAPE COD FIVE CENTS SAVINGS BANK 36360.20%1.76%2.77%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36367.12%8.37%9.62%Q4 2014Q3 202336
Sigma Planning Corp 36360.05%0.39%1.01%Q4 2014Q3 202336
MAI Capital Management 36360.20%1.12%1.98%Q4 2014Q3 202336
Cetera Advisors LLC 3240.02%0.21%0.45%Q3 2014Q3 202336
Waverly Advisors, LLC 3420.02%0.62%1.09%Q3 2013Q3 202336
Allworth Financial LP 36360.03%0.38%1.32%Q4 2014Q3 202336
Garde Capital, Inc. 36360.09%0.17%0.30%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 2420.00%0.03%0.10%Q1 2014Q3 202336
BOSTON RESEARCH & MANAGEMENT INC 3510.22%1.59%2.24%Q3 2014Q3 202336
Community Bank, N.A. 36360.49%1.14%1.91%Q4 2014Q3 202336
BROWN BROTHERS HARRIMAN & CO 3110.00%0.01%0.02%Q1 2014Q3 202336
Mirae Asset Global Investments Co., Ltd. 3510.10%0.60%1.32%Q3 2014Q3 202336
BOKF, NA 2160.00%0.02%0.04%Q2 2014Q3 202336
Towercrest Capital Management 36361.02%2.35%4.54%Q4 2014Q3 202336
Betterment LLC 36360.80%1.29%1.78%Q4 2014Q3 202336
HIGHLAND CAPITAL MANAGEMENT, LLC 36360.10%0.28%0.52%Q4 2014Q3 202336
WEBSTER BANK, N. A. 36360.19%0.40%0.86%Q4 2014Q3 202336
COMMERCE BANK 36360.02%0.09%0.23%Q4 2014Q3 202336
CPWM, LLC 36360.15%0.28%0.45%Q4 2013Q3 202236
Cambridge Investment Research Advisors, Inc. 36360.01%0.11%0.22%Q4 2014Q3 202336
LS Investment Advisors, LLC 36360.02%0.03%0.07%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.03%0.23%0.82%Q4 2014Q3 202335
CIBC WORLD MARKET INC. 35350.00%0.01%0.03%Q1 2015Q3 202335
STRATEGIC INVESTMENT MANAGEMENT, LLC 35350.28%16.81%68.53%Q1 2015Q3 202335
Ancora Advisors LLC 2960.02%0.13%0.78%Q2 2013Q3 202335
Twele Capital Management, Inc. 3110.16%2.05%6.43%Q3 2013Q3 202335
FIRST TRUST ADVISORS LP 2960.00%0.02%0.04%Q3 2014Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.67%1.43%Q3 2014Q3 202335
RiverFront Investment Group, LLC 3110.26%2.42%7.40%Q2 2013Q3 202335
Daiwa Securities Group Inc. 34340.01%0.05%0.14%Q2 2015Q3 202334
FEDERATED HERMES, INC. 1540.00%0.04%0.12%Q3 2014Q3 202334
AXA S.A. 21130.00%0.02%0.08%Q3 2014Q3 202334
LAZARD ASSET MANAGEMENT LLC 2770.00%0.07%0.19%Q2 2013Q3 202334
One Capital Management, LLC 3310.01%0.80%1.68%Q3 2014Q3 202334
GRIMES & COMPANY, INC. 34340.08%1.97%5.46%Q2 2015Q3 202334
TWIN FOCUS CAPITAL PARTNERS, LLC 34341.00%5.41%8.75%Q2 2015Q3 202334
EVERETT HARRIS & CO /CA/ 34340.04%1.37%3.10%Q2 2015Q3 202334
Efficient Advisors, LLC 34340.02%0.17%0.92%Q2 2015Q3 202334
Aspen Investment Management Inc 34340.25%0.47%0.75%Q2 2015Q3 202334
Plante Moran Financial Advisors, LLC 3310.00%0.05%0.21%Q1 2015Q3 202334
Wharton Business Group, LLC 34340.03%6.63%11.34%Q2 2015Q3 202334
Strategic Financial Services, Inc, 34340.03%2.82%7.36%Q2 2015Q3 202334
Sequoia Financial Advisors, LLC 3120.05%0.35%0.82%Q1 2015Q3 202333
COMERICA BANK 3110.00%0.18%0.36%Q3 2013Q3 202333
Crestwood Advisors Group, LLC 33330.19%0.34%1.53%Q3 2015Q3 202333
Bray Capital Advisors 33330.56%1.90%3.47%Q3 2015Q3 202333
Pinnacle Wealth Management Advisory Group, LLC 33330.12%1.11%2.48%Q3 2015Q3 202333
Family Capital Trust Co 33330.00%0.00%0.01%Q3 2015Q3 202333
COUNTRY TRUST BANK 33330.00%0.02%0.37%Q4 2015Q4 202333
King Wealth Management Group 3210.11%0.85%1.20%Q2 2015Q3 202333
Ameritas Investment Partners, Inc. 33330.00%0.00%0.02%Q2 2015Q2 202333
VAUGHAN DAVID INVESTMENTS LLC/IL 33330.02%0.06%0.12%Q2 2013Q2 202133
ETF Portfolio Partners, Inc. 33330.24%0.53%1.11%Q3 2015Q3 202333
PINNACLE ASSOCIATES LTD 33330.04%0.18%0.28%Q3 2015Q3 202333
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 33330.16%0.42%1.03%Q3 2015Q3 202333
Alaska Permanent Capital Management 33334.96%7.01%14.78%Q3 2015Q3 202333
Armbruster Capital Management, Inc. 32320.74%1.66%2.83%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.01%0.28%0.79%Q4 2015Q3 202332
MEEDER ASSET MANAGEMENT INC 32320.11%1.02%3.34%Q4 2015Q3 202332
MCF Advisors LLC 2410.00%1.78%4.97%Q3 2014Q3 202332
Mandatum Life Insurance Co Ltd 32320.09%0.87%3.12%Q4 2015Q3 202332
Bartlett & Co. LLC 16160.01%0.24%0.41%Q4 2015Q4 202332
NATIXIS ADVISORS, L.P. 20120.00%0.04%0.36%Q1 2015Q3 202332
Asset Dedication, LLC 32320.57%1.37%1.88%Q4 2015Q3 202332
CENTRAL TRUST Co 2810.00%0.09%0.29%Q4 2013Q3 202332
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1941.09%2.14%3.16%Q2 2015Q3 202332
BESSEMER GROUP INC 2710.00%0.05%0.14%Q2 2013Q3 202332
Fort Point Capital Partners LLC 32320.39%0.92%1.43%Q4 2015Q3 202332
MONETA GROUP INVESTMENT ADVISORS LLC 32323.80%7.59%11.92%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.04%0.26%0.47%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1230.00%0.06%0.69%Q1 2015Q3 202332
LGL PARTNERS, LLC 32320.07%3.55%7.03%Q4 2015Q3 202332
FFT WEALTH MANAGEMENT LLC 32320.06%2.03%6.05%Q4 2015Q3 202332
Baird Financial Group, Inc. 32320.01%0.12%0.28%Q4 2015Q3 202332
SIGMA INVESTMENT COUNSELORS INC 3110.13%0.42%0.79%Q4 2014Q3 202332
FIRST MANHATTAN CO. LLC. 32320.00%0.00%0.01%Q4 2015Q3 202332
HEADINVEST, LLC 32320.18%0.27%0.36%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.03%2.09%5.05%Q4 2015Q3 202332
Haverford Financial Services, Inc. 32320.21%0.34%0.48%Q4 2015Q3 202332
HSBC HOLDINGS PLC 32320.01%0.11%0.33%Q4 2015Q3 202332
BAHL & GAYNOR INC 19130.00%0.01%0.02%Q2 2013Q3 202332
PARK AVENUE SECURITIES LLC 2720.04%2.90%13.46%Q2 2015Q3 202332
Smithfield Trust Co 32320.06%0.69%1.04%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.02%0.06%Q1 2016Q4 202332
SPINNAKER TRUST 2320.09%1.32%3.30%Q2 2013Q3 202332
BROWN ADVISORY INC 32320.00%0.10%0.26%Q4 2015Q3 202332
FRONT BARNETT ASSOCIATES LLC 32320.38%0.57%0.79%Q4 2015Q3 202332
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32320.09%1.11%2.17%Q4 2015Q3 202332
SIGNATUREFD, LLC 2710.00%0.20%1.37%Q4 2014Q3 202332
REGENTATLANTIC CAPITAL LLC 32320.13%3.53%9.07%Q4 2014Q3 202232
Choate Investment Advisors 3110.02%1.31%5.08%Q3 2015Q3 202332
FINANCIAL COUNSELORS INC 2840.05%0.38%0.75%Q3 2015Q3 202332
Cetera Investment Advisers 32320.19%0.46%0.86%Q4 2015Q3 202332
Sandy Spring Bank 3110.00%0.07%0.10%Q4 2014Q3 202332
HERITAGE INVESTORS MANAGEMENT CORP 32320.04%0.18%0.24%Q4 2015Q3 202332
Stratos Wealth Partners, LTD. 32320.03%0.63%1.09%Q4 2015Q3 202332
GEODE CAPITAL MANAGEMENT, LLC 2470.00%0.00%0.01%Q4 2013Q4 202131
IFP Advisors, Inc 17140.07%0.45%1.14%Q4 2015Q3 202331
McNamara Financial Services, Inc. 31310.16%0.46%0.74%Q1 2016Q3 202331
CWM, LLC 2380.01%0.53%2.07%Q4 2015Q3 202331
PRIVATE TRUST CO NA 2920.02%0.27%0.48%Q1 2013Q3 202331
Lowe Wealth Advisors, LLC 31310.01%0.59%1.13%Q2 2016Q4 202331
PENINSULA ASSET MANAGEMENT INC 31312.61%3.51%4.36%Q2 2015Q4 202231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 31310.00%0.02%0.05%Q1 2016Q3 202331
Clarius Group, LLC 31311.18%3.20%5.14%Q1 2016Q3 202331
Hefren-Tillotson, Inc. 31310.02%1.79%5.16%Q3 2014Q1 202231
CONDOR CAPITAL MANAGEMENT 20110.09%0.95%2.40%Q2 2013Q3 202331
Pure Financial Advisors, LLC 2290.11%0.56%1.32%Q3 2015Q4 202331
Truepoint, Inc. 31310.03%0.08%0.14%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.41%0.74%Q1 2016Q3 202331
QUADRANT CAPITAL GROUP LLC 30300.86%1.93%2.80%Q2 2016Q3 202330
HOWE & RUSLING INC 30300.09%0.54%1.46%Q2 2016Q3 202330
FAS Wealth Partners, Inc. 30300.14%0.55%0.78%Q2 2016Q3 202330
SILVERCREST ASSET MANAGEMENT GROUP LLC 30300.01%0.04%0.09%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.29%0.87%Q2 2013Q3 202030
MV CAPITAL MANAGEMENT, INC. 1350.01%1.19%3.46%Q4 2014Q3 202330
AllSquare Wealth Management LLC 2550.00%0.03%0.22%Q1 2016Q3 202330
Stelac Advisory Services LLC 30300.05%0.22%0.53%Q2 2016Q3 202330
People's United Financial, Inc. 30300.00%0.81%1.30%Q4 2014Q1 202230
WEALTHSOURCE PARTNERS, LLC 2730.02%0.79%2.65%Q1 2016Q3 202330
FIFTH THIRD SECURITIES, INC. 2460.09%1.28%7.89%Q1 2016Q3 202330
Brookstone Capital Management 2710.00%0.57%2.94%Q2 2015Q3 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.01%0.18%1.05%Q3 2016Q3 202329
B. Riley Wealth Advisors, Inc. 2810.00%0.17%0.47%Q2 2014Q3 202329
Bridgewater Associates 29290.59%4.58%13.02%Q3 2016Q3 202329
Glenview Trust Co 2810.15%0.33%0.59%Q4 2015Q3 202329
FIRST CITIZENS BANK & TRUST CO 29290.04%1.24%3.32%Q3 2016Q3 202329
Gerber Kawasaki Wealth & Investment Management 29290.03%2.92%8.99%Q3 2016Q3 202329
ALLSTATE CORP 2320.18%2.22%6.71%Q3 2013Q3 202329
TOMPKINS FINANCIAL CORP 19100.32%1.41%3.27%Q3 2016Q4 202329
SOL Capital Management CO 29290.11%1.20%2.40%Q3 2016Q3 202329
Orgel Wealth Management, LLC 15140.59%16.54%55.85%Q2 2016Q3 202329
Sensible Financial Planning & Management, LLC. 18110.00%0.45%0.84%Q2 2015Q1 202329
Gradient Investments LLC 2410.00%0.27%2.10%Q4 2014Q3 202329
PRUDENTIAL PLC 2720.00%0.04%0.41%Q2 2016Q3 202329
DEUTSCHE BANK AG\ 2360.01%0.04%0.08%Q3 2013Q3 202329
Aureus Asset Management, LLC 2540.02%0.05%0.10%Q1 2015Q2 202229
Balentine LLC 29290.08%8.27%23.98%Q3 2016Q3 202329
Evercore Wealth Management, LLC 29290.00%0.02%0.04%Q3 2016Q3 202329
FARMERS & MERCHANTS INVESTMENTS INC 2810.00%0.02%0.06%Q2 2016Q3 202329
Board of Trustees of The Leland Stanford Junior University 18116.23%25.47%57.39%Q3 2015Q3 202329
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 29290.12%0.25%0.33%Q3 2016Q3 202329
Osborn Williams & Donohoe LLC 28280.12%0.16%0.23%Q2 2013Q1 202028
MISSION WEALTH MANAGEMENT, LP 28280.07%0.96%1.55%Q4 2016Q3 202328
Diversified Trust Co 28280.03%0.06%0.11%Q1 2017Q4 202328
Roble, Belko & Company, Inc 28280.00%0.24%0.53%Q4 2016Q3 202328
BSW Wealth Partners 28281.95%3.45%5.05%Q4 2016Q3 202328
VICUS CAPITAL 2620.23%1.49%2.31%Q1 2015Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.28%1.58%Q4 2016Q3 202328
Veritable, L.P. 2620.01%0.26%0.64%Q3 2013Q2 202328
NISA INVESTMENT ADVISORS, LLC 28280.14%0.61%1.58%Q4 2016Q3 202328
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.08%0.55%2.47%Q4 2014Q3 202228
AE Wealth Management LLC 28280.37%0.83%1.31%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.38%1.12%2.11%Q4 2016Q3 202328
CIBC Private Wealth Group, LLC 1330.00%0.01%0.01%Q2 2014Q3 202328
UBS ASSET MANAGEMENT AMERICAS INC 28280.00%0.08%0.18%Q2 2013Q1 202028
WEDBUSH SECURITIES INC 2710.03%0.06%0.15%Q3 2016Q3 202328
Parallel Advisors, LLC 28280.17%0.92%1.71%Q4 2016Q3 202328
Miracle Mile Advisors, LLC 28280.31%3.16%7.61%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.04%0.25%0.61%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.42%0.98%Q4 2016Q3 202328
Parkside Financial Bank & Trust 2220.01%0.04%0.30%Q3 2015Q3 202328
Asset Management One Co., Ltd. 28280.76%1.66%2.59%Q4 2016Q3 202328
Chesley Taft & Associates LLC 28280.09%0.15%0.22%Q4 2016Q3 202328
BAILARD, INC. 28280.03%0.10%0.18%Q4 2016Q3 202328
Simplicity Solutions, LLC 2440.13%0.73%1.56%Q3 2016Q3 202328
Lee Financial Co 28280.15%1.94%3.13%Q4 2016Q3 202328
Probity Advisors, Inc. 1821.06%1.90%2.39%Q2 2016Q3 202328
M Holdings Securities, Inc. 2210.03%0.18%0.91%Q3 2014Q1 202328
Wilshire Advisors LLC 28281.72%4.63%14.57%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.09%0.24%0.42%Q4 2016Q3 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.88%1.53%2.35%Q4 2016Q3 202328
Kingfisher Capital LLC 28280.06%1.17%2.88%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.22%0.57%0.98%Q1 2017Q4 202328
Hudock, Inc. 2710.00%0.09%1.46%Q3 2014Q3 202228
Horan Securities, Inc. 1560.01%0.25%1.30%Q1 2016Q2 202328
Clearstead Advisors, LLC 28280.06%0.35%0.92%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.04%0.14%Q4 2016Q3 202328
SigFig Wealth Management, LLC 28282.60%4.33%7.78%Q4 2016Q3 202328
Chicago Partners Investment Group LLC 2610.03%0.18%0.74%Q1 2015Q3 202328
TELEMUS CAPITAL, LLC 28280.04%0.44%2.08%Q4 2016Q3 202328
Calamos Wealth Management LLC 1410.02%0.41%2.29%Q4 2015Q3 202328
Highland Private Wealth Management 28281.82%3.09%6.11%Q4 2015Q3 202228
LCNB CORP 28281.31%2.19%3.20%Q4 2016Q3 202328
UMB Bank, n.a. 28280.03%0.41%0.84%Q4 2016Q3 202328
STEPHENS INC /AR/ 2710.01%0.02%0.14%Q3 2016Q3 202328
GLENMEDE TRUST CO NA 2110.00%0.06%0.18%Q2 2016Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.00%0.94%1.55%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 27270.27%0.54%1.33%Q1 2017Q3 202327
Clark Capital Management Group, Inc. 1910.03%0.24%0.72%Q4 2013Q2 202227
PLANNING ALTERNATIVES LTD /ADV 27270.04%0.24%0.38%Q2 2014Q4 202027
FORVIS Wealth Advisors, LLC 27270.02%0.13%0.46%Q1 2017Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 27270.00%0.46%0.96%Q2 2017Q4 202327
Cornerstone Advisory, LLC 27270.17%0.64%2.28%Q1 2017Q3 202327
NWAM LLC 1410.03%0.19%0.42%Q2 2015Q3 202327
Global Retirement Partners, LLC 2070.40%0.87%1.54%Q4 2016Q3 202327
Snowden Capital Advisors LLC 1980.10%0.41%1.36%Q4 2016Q3 202327
ROPES WEALTH ADVISORS LLC 27270.00%0.09%0.23%Q1 2017Q3 202327
FLPUTNAM INVESTMENT MANAGEMENT CO 2520.03%0.38%1.04%Q4 2016Q3 202327
WealthPLAN Partners, LLC 910.00%0.59%1.86%Q1 2015Q4 202327
CLEAR INVESTMENT RESEARCH, LLC 27270.00%3.96%8.52%Q1 2017Q3 202327
Koshinski Asset Management, Inc. 1610.09%0.21%0.40%Q3 2016Q3 202327
Asset Planning Services, Ltd. 27270.80%1.15%1.57%Q2 2015Q4 202127
IndexIQ Advisors LLC 27270.00%0.31%1.79%Q3 2015Q1 202227
Trust Co 2430.01%0.17%0.37%Q4 2016Q3 202327
Homrich & Berg 2430.02%0.06%0.16%Q4 2014Q3 202127
Jaffetilchin Investment Partners, LLC 27270.14%0.76%2.42%Q1 2017Q3 202327
Smith & Howard Wealth Management, LLC 26260.00%2.36%3.87%Q2 2017Q3 202327
WBH ADVISORY INC 2430.14%0.73%1.02%Q4 2016Q3 202327
Argent Trust Co 2310.08%0.27%0.49%Q1 2015Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.40%0.78%Q1 2017Q3 202327
SYNOVUS FINANCIAL CORP 27270.00%0.39%1.09%Q1 2017Q3 202327
CREDIT SUISSE AG/ 1410.00%0.01%0.06%Q1 2014Q3 202327
Sargent Bickham Lagudis LLC 27270.00%0.11%0.51%Q2 2016Q4 202227
OPPENHEIMER & CO INC 27270.01%0.04%0.09%Q1 2017Q3 202327
Wealthcare Advisory Partners LLC 27270.00%0.06%0.14%Q1 2017Q3 202327
REGIONS FINANCIAL CORP 27270.01%0.27%0.41%Q1 2017Q3 202327
RKL Wealth Management LLC 27270.23%1.60%2.09%Q1 2017Q3 202327
BANK OF HAWAII 27270.54%0.92%1.48%Q1 2017Q3 202327
Blue Edge Capital, LLC 2070.19%1.75%4.95%Q4 2013Q3 202327
MOTCO 27270.00%0.01%0.03%Q1 2017Q3 202327
MACROVIEW INVESTMENT MANAGEMENT LLC 940.00%0.01%0.08%Q3 2013Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 2340.03%0.19%0.47%Q4 2016Q3 202327
Cerity Partners LLC 27270.14%0.48%1.06%Q1 2017Q3 202327
Dorsey & Whitney Trust CO LLC 27270.08%0.46%0.70%Q1 2017Q3 202327
HBK Sorce Advisory LLC 15120.01%0.04%0.08%Q2 2016Q3 202327
WINTRUST INVESTMENTS LLC 1720.13%0.59%1.56%Q3 2016Q3 202327
Coastline Trust Co 2430.05%0.08%0.14%Q4 2016Q3 202327
Cornerstone Management, Inc. 27270.51%1.39%2.05%Q1 2017Q3 202327
Carroll Financial Associates, Inc. 2610.00%0.13%0.35%Q1 2015Q4 202127
PARAMETRIC PORTFOLIO ASSOCIATES LLC 27270.00%0.17%0.35%Q3 2015Q1 202227
Parkside Investments, LLC 27270.65%3.23%8.41%Q1 2017Q3 202327
Heritage Trust Co 27270.25%0.85%1.81%Q1 2017Q3 202327
AlphaMark Advisors, LLC 2610.00%0.01%0.17%Q4 2015Q3 202327
Advisory Alpha, LLC 27270.03%0.29%1.27%Q1 2017Q3 202327
NewEdge Advisors, LLC 26260.13%0.32%0.66%Q2 2017Q3 202326
Intersect Capital LLC 1520.08%0.26%0.49%Q4 2014Q2 202226
Harbour Capital Advisors, LLC 26260.37%1.42%2.49%Q3 2017Q4 202326
FIRST FINANCIAL CORP /IN/ 26260.01%0.05%0.07%Q2 2017Q3 202326
Prospera Financial Services Inc 26260.04%0.08%0.22%Q2 2017Q3 202326
FineMark National Bank & Trust 2310.00%0.04%0.06%Q4 2013Q3 202326
HUNTINGTON NATIONAL BANK 2510.00%0.01%0.02%Q2 2016Q3 202326
Bangor Savings Bank 26260.05%0.07%0.10%Q2 2017Q3 202326
VPR Management LLC 26260.02%0.16%1.60%Q2 2017Q3 202326
Day & Ennis, LLC 2330.16%1.26%2.60%Q1 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.37%0.77%Q3 2013Q4 201926
Main Management LLC 26260.31%1.23%2.65%Q2 2017Q3 202326
Jackson, Grant Investment Advisers, Inc. 26260.01%0.01%0.02%Q2 2017Q3 202326
Capital Investment Advisors, LLC 26260.01%0.05%0.12%Q1 2017Q2 202326
BRIGHTON JONES LLC 26260.02%0.06%0.40%Q2 2017Q3 202326
Grove Bank & Trust 26260.17%1.79%3.02%Q2 2017Q3 202326
GREAT WEST LIFE ASSURANCE CO /CAN/ 14120.00%0.01%0.01%Q1 2016Q3 202226
OneDigital Investment Advisors LLC 26260.00%0.08%0.33%Q2 2017Q3 202326
Avantax Planning Partners, Inc. 26260.01%0.39%1.21%Q2 2017Q3 202326
Cypress Capital Group 26260.05%0.17%0.75%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.03%0.22%0.72%Q1 2017Q3 202326
HRT FINANCIAL LP 1810.01%0.79%3.24%Q2 2015Q2 202326
Fusion Family Wealth LLC 26260.00%1.38%5.69%Q2 2017Q3 202326
COLDSTREAM CAPITAL MANAGEMENT INC 2240.02%0.40%0.93%Q1 2017Q3 202326
Willingdon Wealth Management 26260.00%0.32%0.83%Q4 2013Q1 202026
Evanson Asset Management, LLC 26260.04%0.10%0.19%Q2 2017Q3 202326
First Horizon Advisors, Inc. 26260.00%0.03%0.13%Q2 2017Q3 202326
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2020.00%0.01%0.02%Q4 2016Q3 202326
QUATTRO FINANCIAL ADVISORS LLC 1882.30%4.95%7.15%Q1 2017Q3 202326
Fisher Asset Management, LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Summit X, LLC 26260.06%1.23%2.83%Q2 2017Q3 202326
HANCOCK WHITNEY CORP 25250.03%0.31%0.68%Q3 2017Q3 202325
GOULD ASSET MANAGEMENT LLC /CA/ 2010.08%0.16%0.26%Q1 2015Q2 202225
StrategIQ Financial Group, LLC 25250.07%0.12%0.19%Q3 2017Q3 202325
Clearwater Capital Advisors, LLC 25250.12%0.54%1.48%Q3 2017Q3 202325
River Wealth Advisors LLC 25250.15%0.60%1.44%Q3 2017Q3 202325
Glassman Wealth Services 2410.00%0.01%0.03%Q3 2016Q3 202325
TRUST CO OF VERMONT 1510.00%0.00%0.02%Q2 2015Q3 202325
PRUDENTIAL FINANCIAL INC 25250.00%0.02%0.04%Q3 2017Q3 202325
Sowell Financial Services LLC 1120.16%0.71%2.18%Q4 2016Q3 202325
LEUTHOLD GROUP, LLC 1910.03%1.21%2.86%Q3 2013Q1 202125
CHILTON CAPITAL MANAGEMENT LLC 25250.03%0.39%0.72%Q3 2017Q3 202325
NEXT Financial Group, Inc 1410.01%0.13%0.33%Q3 2014Q4 202125
BINGHAM OSBORN & SCARBOROUGH LLC 25250.08%0.43%2.24%Q3 2015Q3 202125
Laird Norton Wetherby Wealth Management, LLC 25250.01%0.14%0.23%Q3 2017Q3 202325
JOHNSON INVESTMENT COUNSEL INC 2410.00%0.03%0.12%Q3 2015Q4 202225
Tufton Capital Management 25250.04%0.07%0.10%Q3 2017Q3 202325
Cranbrook Wealth Management, LLC 25250.00%0.84%1.35%Q3 2017Q3 202325
Versant Capital Management, Inc 1920.00%0.00%0.02%Q1 2016Q4 202325
Perigon Wealth Management, LLC 1610.01%0.13%0.55%Q3 2011Q3 202325
OLD NATIONAL BANCORP /IN/ 1690.01%0.01%0.03%Q1 2017Q3 202325
FARR MILLER & WASHINGTON LLC/DC 1870.04%0.19%0.36%Q2 2015Q3 202125
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 2050.15%0.58%1.77%Q4 2014Q3 202325
TIAA, FSB 25250.06%4.95%7.62%Q2 2017Q2 202325
BDO Wealth Advisors, LLC 25250.03%2.18%4.30%Q2 2017Q2 202325
RPTC Inc. 25250.77%4.32%6.12%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.03%0.06%Q3 2017Q3 202325
Stratford Consulting, LLC 25250.16%0.24%1.14%Q1 2014Q1 202025
Valeo Financial Advisors, LLC 25250.08%0.18%0.26%Q3 2017Q3 202325
Ascent Wealth Partners, LLC 15101.47%2.54%3.64%Q2 2017Q3 202325
State of New Jersey Common Pension Fund D 1150.02%0.69%5.06%Q1 2014Q3 202325
D. E. Shaw & Co., Inc. 25250.00%0.04%0.12%Q3 2016Q3 202225
Cornerstone Wealth Management, LLC 1710.03%0.41%1.12%Q1 2016Q3 202325
Barrett Asset Management, LLC 24240.00%0.02%0.04%Q2 2016Q1 202224
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14100.00%0.01%0.01%Q1 2017Q3 202324
TCI Wealth Advisors, Inc. 1910.00%0.01%0.11%Q2 2016Q1 202324
Integrated Wealth Concepts LLC 24240.25%1.22%3.84%Q4 2017Q3 202324
SUNTRUST BANKS INC 24240.00%0.40%1.14%Q4 2013Q3 201924
Avondale Wealth Management 24240.00%4.96%9.99%Q4 2017Q3 202324
Alaska Wealth Advisors 24242.77%4.49%6.92%Q4 2017Q3 202324
CITIZENS FINANCIAL GROUP INC/RI 2310.00%1.43%2.65%Q2 2016Q3 202324
Exchange Capital Management, Inc. 24240.13%0.95%1.32%Q4 2017Q3 202324
Broadview Financial Management, LLC 24245.52%6.43%7.66%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.02%0.03%0.07%Q4 2017Q3 202324
Swan Global Investments, LLC 24240.16%0.67%1.10%Q4 2017Q3 202324
Retirement Systems of Alabama 24241.52%1.78%2.20%Q4 2017Q3 202324
Mosaic Family Wealth, LLC 1860.01%0.28%1.36%Q4 2015Q4 202124
C M BIDWELL & ASSOCIATES LTD 24240.08%0.19%0.37%Q4 2017Q3 202324
Regal Investment Advisors LLC 1020.01%0.10%0.39%Q2 2013Q3 202324
Verdence Capital Advisors LLC 24240.08%0.21%0.34%Q4 2017Q3 202324
Capital Advisors, Ltd. LLC 24240.04%0.12%0.21%Q4 2017Q3 202324
BLB&B Advisors, LLC 24240.03%1.03%2.36%Q4 2017Q3 202324
Avior Wealth Management, LLC 1720.00%0.01%0.03%Q1 2016Q3 202324
Archford Capital Strategies, LLC 2220.00%0.13%0.45%Q1 2014Q3 202124
FIRST NATIONAL TRUST CO 24240.03%0.29%1.22%Q4 2017Q3 202324
EVERGREEN CAPITAL MANAGEMENT LLC 24240.21%0.29%0.47%Q4 2017Q3 202324
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.82%3.69%10.85%Q4 2017Q3 202324
GRAYBILL WEALTH MANAGEMENT, LTD. 24242.06%2.54%2.97%Q4 2017Q3 202324
CHAI TRUST CO LLC 24240.03%1.53%3.10%Q4 2017Q3 202324
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 12120.10%6.35%14.52%Q1 2016Q1 202224
PrairieView Partners, LLC 24240.40%0.49%0.64%Q4 2017Q3 202324
PFG Advisors 24240.06%0.40%1.28%Q4 2017Q3 202324
FIRST UNITED BANK & TRUST 24240.25%0.68%1.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.16%0.22%0.37%Q4 2017Q3 202324
Sunbelt Securities, Inc. 1710.00%0.17%0.50%Q2 2015Q3 202324
AdvisorNet Financial, Inc 24240.26%0.76%2.27%Q4 2017Q3 202324
BARCLAYS PLC 1910.00%0.02%0.07%Q4 2013Q3 202324
Columbus Macro, LLC 24240.05%1.85%3.52%Q4 2017Q3 202324
Divergent Wealth Advisors 24242.02%3.35%6.39%Q4 2017Q3 202324
Larson Financial Group LLC 24240.15%0.50%1.44%Q4 2017Q3 202324
Migdal Insurance & Financial Holdings Ltd. 13110.00%2.36%20.11%Q3 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.02%0.06%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.05%0.16%0.42%Q4 2017Q3 202324
SMITH, MOORE & CO. 1520.06%0.39%0.74%Q2 2016Q3 202324
GREENWOOD CAPITAL ASSOCIATES LLC 1680.24%2.03%3.47%Q3 2017Q3 202324
Front Row Advisors LLC 24240.01%0.06%0.13%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.00%0.24%0.57%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.36%1.12%Q1 2017Q3 202324
WealthShield Partners, LLC 24240.16%0.67%1.59%Q4 2017Q3 202324
HOLLENCREST CAPITAL MANAGEMENT 24240.15%0.62%2.89%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.26%1.01%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.39%0.60%0.76%Q4 2017Q3 202324
Itau Unibanco Holding S.A. 1620.02%0.13%0.42%Q3 2016Q2 202324
VISTA INVESTMENT MANAGEMENT 24240.30%0.37%0.44%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.02%0.27%0.44%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.22%3.27%4.59%Q4 2017Q3 202324
BerganKDV Wealth Management, LLC 24240.01%0.55%2.74%Q3 2017Q2 202324
Accredited Investors Inc. 2040.06%2.32%9.15%Q3 2015Q4 202124
Smith, Salley & Associates 24240.06%0.14%0.24%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.20%0.51%1.46%Q4 2017Q3 202324
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1770.38%0.91%1.55%Q4 2015Q3 202324
GAM Holding AG 24240.02%0.32%0.98%Q2 2017Q1 202324
Matthew Goff Investment Advisor, LLC 2131.53%3.25%8.59%Q3 2017Q3 202324
Ullmann Wealth Partners Group, LLC 2220.11%1.33%2.16%Q1 2017Q3 202324
Windsor Wealth Management, Inc. 24240.04%0.22%0.50%Q4 2017Q3 202324
Rossmore Private Capital 24240.76%1.98%5.06%Q4 2017Q3 202324
Nationwide Fund Advisors 24246.67%37.93%56.65%Q4 2017Q3 202324
EXENCIAL WEALTH ADVISORS, LLC 2310.07%1.83%3.79%Q3 2017Q3 202324
WESCAP Management Group, Inc. 23230.20%1.11%2.90%Q1 2018Q3 202323
Ironwood Wealth Management, LLC. 2212.58%7.46%11.22%Q3 2017Q3 202323
Mascoma Wealth Management LLC 12110.02%0.92%2.49%Q1 2017Q3 202323
Tarbox Family Office, Inc. 23230.13%5.14%7.54%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.37%1.34%2.42%Q1 2018Q3 202323
NORTH AMERICAN MANAGEMENT CORP 23230.07%0.10%0.25%Q3 2015Q1 202123
McAdam, LLC 23230.04%0.09%0.19%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.11%0.27%0.61%Q1 2018Q3 202323
PATHSTONE FAMILY OFFICE, LLC 1910.01%1.03%3.02%Q1 2016Q3 202323
Pointe Capital Management LLC 23230.26%2.47%3.46%Q1 2018Q3 202323
Merit Financial Group, LLC 23230.05%0.29%0.70%Q1 2018Q3 202323
SCOTIA CAPITAL INC. 23230.01%0.04%0.07%Q1 2018Q3 202323
MYCIO WEALTH PARTNERS, LLC 1820.01%0.38%2.09%Q4 2013Q3 202323
ROCKY MOUNTAIN ADVISERS, LLC 23230.01%0.04%0.09%Q1 2018Q3 202323
Kovack Advisors, Inc. 1430.03%0.14%0.58%Q2 2017Q3 202323
MADISON INVESTMENT HOLDINGS INC 23230.00%0.02%0.03%Q2 2013Q4 201823
MGO ONE SEVEN LLC 2120.01%0.14%0.57%Q4 2017Q3 202323
McIlrath & Eck, LLC 23230.00%0.00%0.05%Q1 2018Q3 202323
CEDAR HILL ASSOCIATES, LLC 23230.80%3.01%5.52%Q2 2013Q4 201823
Alpha Omega Wealth Management LLC 23230.00%0.33%0.48%Q1 2018Q3 202323
Hochman Cole Investment Advisors, Inc. 23230.08%0.18%0.23%Q1 2016Q3 202123
CAMBRIDGE TRUST CO 23230.00%1.06%2.45%Q1 2018Q3 202323
SHAKESPEARE WEALTH MANAGEMENT, INC. 23230.23%2.91%4.54%Q1 2018Q3 202323
VICTORY CAPITAL MANAGEMENT INC 23230.00%0.24%0.52%Q1 2018Q3 202323
Aveo Capital Partners, LLC 1110.08%0.24%0.38%Q3 2017Q3 202323
PINNACLE FINANCIAL PARTNERS INC 23230.03%0.06%0.07%Q1 2018Q3 202323
Mount Yale Investment Advisors, LLC 23230.03%0.12%0.78%Q1 2018Q3 202323
Texas Yale Capital Corp. 1940.02%0.23%0.43%Q3 2017Q3 202323
Quad-Cities Investment Group, LLC 23230.16%0.48%0.80%Q1 2018Q3 202323
Elo Mutual Pension Insurance Co 23234.92%9.10%15.16%Q1 2018Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1850.02%0.12%0.29%Q4 2013Q2 202123
Montecito Bank & Trust 23230.12%0.35%0.58%Q2 2018Q4 202323
W.G. Shaheen & Associates DBA Whitney & Co 23230.07%0.12%0.16%Q1 2018Q3 202323
Edgemoor Investment Advisors, Inc. 12110.04%0.51%1.24%Q3 2017Q3 202323
RITHOLTZ WEALTH MANAGEMENT 23230.89%2.69%5.38%Q1 2018Q3 202323
JNBA Financial Advisors 2210.00%0.10%0.41%Q3 2016Q3 202323
Venturi Wealth Management, LLC 1510.07%2.43%7.94%Q3 2016Q3 202323
Klingman & Associates, LLC 1670.00%0.20%0.46%Q1 2015Q3 202323
LBMC INVESTMENT ADVISORS, LLC 23230.09%0.56%0.85%Q1 2018Q3 202323
Carlson Capital Management 2120.05%0.16%0.32%Q4 2017Q3 202323
BUCKINGHAM STRATEGIC WEALTH, LLC 22220.04%0.22%0.63%Q2 2018Q3 202322
KWMG, LLC 22220.00%0.07%0.11%Q2 2018Q3 202322
KCS Wealth Advisory 12100.20%0.74%1.91%Q4 2017Q3 202322
Eldridge Investment Advisors, Inc. 22220.12%0.23%0.64%Q4 2017Q1 202322
FOUNDERS FINANCIAL SECURITIES LLC 1930.34%2.83%4.89%Q3 2017Q3 202322
Brand Asset Management Group, Inc. 22228.67%9.65%11.00%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.37%0.43%0.50%Q2 2018Q3 202322
STATE OF WISCONSIN INVESTMENT BOARD 22220.08%0.27%0.95%Q2 2018Q3 202322
PROVIDA PENSION FUND ADMINISTRATOR 1480.05%2.12%5.61%Q2 2017Q4 202222
Rockefeller Capital Management L.P. 2020.00%0.14%0.24%Q1 2018Q3 202322
GenTrust, LLC 1480.05%1.85%5.60%Q4 2016Q3 202322
Keystone Financial Group 2020.20%0.44%1.72%Q1 2018Q3 202322
Personal Capital Advisors Corp 22220.01%0.01%0.03%Q3 2017Q4 202222
GREAT LAKES ADVISORS, LLC 22220.01%0.25%0.43%Q2 2018Q3 202322
PFS INVESTMENTS INC. 12100.03%0.65%4.40%Q4 2017Q2 202322
3D ASSET MANAGEMENT, INC 22220.11%1.45%5.22%Q3 2014Q4 201922
Icon Wealth Partners, LLC 1930.10%1.46%4.07%Q4 2017Q3 202322
COLONY GROUP LLC 1210.00%0.06%0.23%Q3 2014Q3 202322
Shelter Ins Retirement Plan 12100.60%6.66%14.16%Q3 2016Q3 202322
ENTERPRISE FINANCIAL SERVICES CORP 22220.05%0.62%1.89%Q1 2017Q2 202222
StoneX Group Inc. 1930.07%0.34%0.85%Q2 2017Q3 202322
Jacobi Capital Management LLC 22220.00%0.02%0.06%Q2 2016Q3 202122
McCutchen Group LLC 22222.46%3.46%4.87%Q2 2017Q3 202222
TRUST CO OF VIRGINIA /VA 22220.03%0.04%0.05%Q2 2017Q3 202222
Schneider Downs Wealth Management Advisors, LP 1510.08%1.03%3.08%Q1 2017Q3 202322
DAVENPORT & Co LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
ARGENT CAPITAL MANAGEMENT LLC 1750.01%0.01%0.02%Q4 2015Q3 202122
BRIDGES INVESTMENT MANAGEMENT INC 22220.06%0.09%0.12%Q2 2018Q3 202322
ROCKLAND TRUST CO 2020.01%0.06%0.16%Q4 2017Q2 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1920.06%0.14%0.21%Q2 2018Q3 202321
McGuire Investment Group, LLC 21210.05%0.09%0.13%Q3 2018Q3 202321
VERITY Wealth Advisors 21210.31%0.35%0.41%Q4 2018Q4 202321
FIRST FOUNDATION ADVISORS 21210.05%0.47%1.33%Q3 2018Q3 202321
MOODY NATIONAL BANK TRUST DIVISION 21210.04%0.14%0.45%Q3 2018Q3 202321
NBT BANK N A /NY 2010.03%0.63%1.02%Q1 2018Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.12%0.69%1.14%Q4 2017Q4 202221
WESBANCO BANK INC 1130.01%0.02%0.03%Q3 2017Q3 202321
MASON STREET ADVISORS, LLC 1130.07%2.39%11.29%Q3 2016Q1 202321
FIRST HAWAIIAN BANK 21210.01%0.85%2.37%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.01%0.04%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.14%0.82%2.47%Q3 2018Q3 202321
Opus Capital Group, LLC 21210.06%1.37%1.89%Q3 2018Q3 202321
Parsec Financial Management, Inc. 21210.01%0.06%0.10%Q2 2016Q2 202121
CITY HOLDING CO 1830.00%0.02%0.04%Q4 2015Q3 202321
FIRST MERCHANTS CORP 11100.05%0.13%0.26%Q3 2017Q3 202321
Valmark Advisers, Inc. 2010.01%0.01%0.02%Q3 2015Q3 202321
BB&T SECURITIES, LLC 1710.01%0.32%0.70%Q2 2013Q3 201921
Sumitomo Mitsui DS Asset Management Company, Ltd 21210.04%0.45%1.10%Q3 2018Q3 202321
SPC Financial, Inc. 1620.05%1.62%3.34%Q3 2017Q3 202321
Financial Architects, Inc 1610.00%0.02%0.04%Q3 2016Q2 202321
Financial Engines Advisors L.L.C. 2010.00%0.07%0.65%Q1 2018Q3 202321
Johnson Financial Group, Inc. 2010.00%0.67%2.95%Q4 2017Q3 202321
Courage Miller Partners, LLC 1410.14%0.16%0.24%Q4 2014Q3 202321
Mosaic Financial Partners, Inc. 21210.89%4.36%11.20%Q2 2013Q2 201821
MATHER GROUP, LLC. 21210.01%0.07%0.19%Q3 2018Q3 202321
Litman Gregory Wealth Management LLC 1921.35%2.90%5.44%Q2 2018Q3 202321
Horizon Investments, LLC 1130.04%1.52%8.22%Q3 2017Q3 202321
B. Riley Wealth Management, Inc. 1210.01%0.25%0.72%Q2 2014Q2 202221
Private Ocean, LLC 21210.03%0.75%2.41%Q3 2018Q3 202321
RPG Investment Advisory, LLC 21210.01%1.81%2.57%Q2 2017Q2 202221
Members Trust Co 1424.86%5.80%7.02%Q2 2016Q3 202321
Vivaldi Capital Management LP 2010.00%0.23%0.38%Q2 2017Q3 202221
SIMON QUICK ADVISORS, LLC 2010.00%0.17%0.74%Q4 2017Q3 202321
Independent Advisor Alliance 1710.01%0.09%0.59%Q1 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.00%0.07%0.13%Q1 2017Q3 202321
Csenge Advisory Group 21210.04%0.23%0.54%Q3 2018Q3 202321
LAKE STREET ADVISORS GROUP, LLC 21210.69%1.29%2.17%Q3 2018Q3 202321
C-J Advisory, Inc. 21212.54%2.76%3.21%Q3 2016Q3 202121
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.03%0.21%Q4 2017Q4 202221
Financial Partners Group, Inc 1740.05%2.37%6.43%Q4 2017Q3 202321
Global Wealth Management Investment Advisory, Inc. 20201.01%2.06%2.85%Q4 2018Q3 202320
AXIOM INVESTORS LLC /DE 20200.06%0.28%0.50%Q4 2018Q3 202320
Whitegate Investment Counselors, Inc. 20200.09%0.16%0.21%Q1 2018Q4 202220
Donald L. Hagan, LLC 10100.17%1.60%4.87%Q4 2017Q4 202220
Cedar Brook Financial Partners, LLC 20200.27%1.06%1.50%Q4 2018Q3 202320
Waldron Private Wealth LLC 1640.08%0.58%1.50%Q3 2015Q3 202320
Omega Financial Group, LLC 20200.63%1.66%2.31%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
SevenBridge Financial Group, LLC 20200.00%0.13%0.28%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.06%0.29%0.67%Q4 2018Q3 202320
Trek Financial, LLC 20200.02%3.33%12.60%Q4 2018Q3 202320
Arkos Global Advisors 20201.75%3.07%4.34%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.04%1.12%1.79%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.10%0.27%0.63%Q4 2018Q3 202320
Essex Savings Bank 20200.24%0.39%0.64%Q4 2018Q3 202320
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1911.07%3.03%5.14%Q3 2018Q3 202320
Full Sail Capital, LLC 20203.10%3.67%4.52%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.62%0.95%1.41%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.04%0.07%Q4 2017Q3 202220
Robertson Stephens Wealth Management, LLC 20200.12%1.66%5.00%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.26%1.13%1.60%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.62%0.76%0.88%Q4 2018Q3 202320
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20200.02%0.08%0.20%Q4 2018Q3 202320
Edge Capital Group, LLC 20201.69%3.84%6.16%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.20%0.59%Q4 2018Q3 202320
Blue Fin Capital, Inc. 20200.36%0.47%0.60%Q4 2018Q3 202320
LYNCH & ASSOCIATES/IN 20200.23%0.37%0.48%Q1 2015Q4 201920
Arete Wealth Advisors, LLC 1910.10%0.17%0.50%Q1 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.17%0.84%1.34%Q2 2017Q1 202220
Wealthspire Advisors, L.P. 20200.02%0.06%0.48%Q4 2015Q3 202020
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Lido Advisors, LLC 1620.01%0.02%0.05%Q4 2017Q3 202320
Bigelow Investment Advisors, LLC 20200.16%0.37%0.55%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.04%2.69%6.40%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.77%1.39%2.89%Q4 2018Q3 202320
Next Capital Management LLC 20200.31%0.60%1.16%Q4 2018Q3 202320
Ahrens Investment Partners LLC 1510.03%0.21%0.32%Q3 2017Q1 202320
Cooper Financial Group 20200.12%0.26%0.38%Q4 2018Q3 202320
Capital Directions Investment Advisors, LLC 940.00%0.89%1.67%Q2 2017Q4 202220
FinTrust Capital Advisors, LLC 20200.01%0.72%1.64%Q4 2018Q3 202320
Disciplina Capital Management LLC 20200.54%5.40%8.40%Q4 2018Q3 202320
Jordan Park Group LLC 20209.30%17.66%29.78%Q4 2018Q3 202320
JANICZEK WEALTH MANAGEMENT, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Lutz Financial Services LLC 20200.45%0.86%1.26%Q4 2018Q3 202320
Keel Point, LLC 20200.12%0.25%0.44%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.27%0.73%1.67%Q4 2018Q3 202320
Connecticut Wealth Management, LLC 1010.10%1.19%5.39%Q4 2016Q3 202320
Oakworth Capital, Inc. 1010.00%0.01%0.01%Q4 2015Q3 202320
First PREMIER Bank 20200.00%0.01%0.16%Q4 2018Q3 202320
VIEWPOINT INVESTMENT PARTNERS CORP 20200.46%8.61%25.55%Q4 2018Q3 202320
Legacy Private Trust Co. 20200.03%0.11%0.35%Q4 2018Q3 202320
One Day In July LLC 20200.35%1.37%3.25%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.05%0.22%0.43%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20200.23%0.37%0.56%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.20%0.63%1.43%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.36%1.87%5.46%Q4 2018Q3 202320
Leonard Rickey Investment Advisors P.L.L.C. 20200.14%0.30%0.52%Q4 2017Q3 202220
Cresset Asset Management, LLC 20200.08%1.27%2.29%Q4 2018Q3 202320
WealthOne, LLC 20200.15%0.52%0.95%Q4 2018Q3 202320
BRINKER CAPITAL INC 20200.05%0.58%1.33%Q3 2015Q2 202020
PITTENGER & ANDERSON INC 1110.00%0.01%0.06%Q4 2015Q3 202320
Good Life Advisors, LLC 1280.04%0.29%0.71%Q2 2017Q3 202220
Elm Partners Management LLC 20207.11%8.71%10.17%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
Hilltop Holdings Inc. 1520.05%0.31%1.04%Q4 2017Q3 202320
FIL Ltd 20200.01%0.02%0.02%Q4 2018Q3 202320
Allen Investment Management, LLC 1640.03%0.15%1.16%Q3 2018Q3 202320
Ausdal Financial Partners, Inc. 1310.06%0.93%2.59%Q4 2017Q3 202320
Peak Financial Management, Inc. 20200.10%0.18%0.24%Q3 2018Q2 202320
Brown Advisory Securities, LLC 20200.06%0.22%0.62%Q1 2017Q4 202120
F3Logic, LLC 20200.42%2.15%3.79%Q1 2018Q4 202220
Shepherd Financial Partners LLC 1190.08%1.08%3.44%Q1 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.61%0.90%1.18%Q4 2016Q3 202120
Guidance Point Advisors, LLC 20202.46%2.75%3.14%Q4 2018Q3 202320
Legacy Financial Strategies, LLC 1910.07%0.83%2.86%Q4 2017Q2 202320
KDI CAPITAL PARTNERS LLC 20200.14%0.33%0.62%Q4 2016Q3 202120
CONNING INC. 20200.01%0.15%0.24%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20200.07%0.16%0.26%Q4 2018Q3 202320
Hirtle Callaghan & Co LLC 20200.00%2.78%5.84%Q4 2018Q3 202320
Wealthfront Advisers LLC 20204.04%5.60%8.83%Q4 2018Q3 202320
Riverview Trust Co 20200.03%0.05%0.13%Q4 2018Q3 202320
Beirne Wealth Consulting Services, LLC 20200.28%1.05%2.35%Q4 2018Q3 202320
TWO SIGMA SECURITIES, LLC 410.00%0.10%0.68%Q3 2016Q3 202320
Estate Counselors, LLC 1270.01%0.27%1.41%Q4 2018Q3 202319
FLOW TRADERS U.S. LLC 510.45%2.89%14.10%Q3 2014Q3 202319
Evolution Wealth Advisors, LLC 1720.50%0.86%1.26%Q4 2018Q3 202319
AUA CAPITAL MANAGEMENT, LLC 1090.04%0.06%0.08%Q1 2018Q4 202219
Baystate Wealth Management LLC 1010.00%0.01%0.03%Q2 2017Q3 202319
RFG Advisory, LLC 1450.02%0.30%0.69%Q1 2018Q3 202319
Sepio Capital, LP 19190.19%0.65%1.58%Q1 2019Q3 202319
EP Wealth Advisors, LLC 1810.01%0.03%0.05%Q3 2018Q3 202319
COMERICA SECURITIES,INC. 19190.19%0.39%0.82%Q1 2019Q3 202319
Hamilton Capital, LLC 19194.21%17.14%37.67%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.29%0.62%1.13%Q2 2013Q4 201719
Relative Value Partners Group, LLC 19190.21%0.60%0.81%Q1 2019Q3 202319
Strategic Investment Advisors / MI 1810.10%0.99%1.50%Q4 2018Q3 202319
Gemmer Asset Management LLC 1810.00%0.01%0.02%Q2 2014Q1 202219
Pinnacle Advisory Group, Inc. 1810.01%0.87%2.74%Q4 2015Q1 202119
NATIONAL PLANNING CORP 19190.02%0.25%1.26%Q2 2013Q4 201719
Intellectus Partners, LLC 1210.01%0.31%0.60%Q4 2016Q4 202119
Vestmark Advisory Solutions, Inc. 19190.04%0.16%0.67%Q1 2019Q3 202319
Wealth Alliance Advisory Group, LLC 19190.19%2.63%5.48%Q4 2017Q2 202219
Fairhaven Wealth Management, LLC 1723.46%4.60%6.09%Q4 2018Q3 202319
Fiera Capital Corp 19190.00%0.24%1.21%Q2 2016Q4 202019
Private Capital Group, LLC 19190.31%0.69%1.03%Q4 2017Q2 202219
SII INVESTMENTS INC/WI 19190.16%0.39%1.04%Q2 2013Q4 201719
Pinnacle Family Advisors, LLC 1110.16%1.57%8.65%Q4 2016Q3 202319
Almanack Investment Partners, LLC. 1020.04%0.86%3.89%Q3 2017Q4 202219
Drexel Morgan & Co. 1810.20%0.40%0.97%Q3 2016Q2 202119
MA Private Wealth 1540.23%2.06%4.01%Q4 2018Q3 202319
Heritage Wealth Advisors 19191.07%2.13%3.26%Q1 2019Q3 202319
Human Investing LLC 1540.06%1.21%2.74%Q4 2018Q3 202319
Carnegie Capital Asset Management, LLC 19190.02%0.04%0.05%Q1 2019Q3 202319
TSFG, LLC 19190.03%0.09%0.18%Q1 2019Q3 202319
Evensky & Katz LLC 19190.02%0.82%1.37%Q1 2019Q3 202319
Ford Financial Group, LLC 19190.19%3.65%7.36%Q4 2017Q2 202219
Hillcrest Wealth Advisors - NY, LLC 1540.18%0.59%1.09%Q4 2018Q3 202319
Greenline Partners, LLC 19190.15%4.81%11.22%Q1 2019Q3 202319
American Financial Advisors, LLC 19190.06%0.08%0.12%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.18%0.39%0.68%Q4 2018Q3 202319
Bay Harbor Wealth Management, LLC 1540.00%0.56%2.28%Q4 2018Q3 202319
US FINANCIAL ADVISORS, LLC 1270.08%0.55%1.40%Q4 2014Q3 202319
Wealthquest Corp 1450.62%1.38%2.87%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Marietta Wealth Management, LLC 19190.06%1.59%2.28%Q2 2018Q4 202219
CHOREO, LLC 1360.02%0.23%0.72%Q4 2016Q3 202319
Cornell Pochily Investment Advisors, Inc. 1220.08%0.16%0.23%Q1 2018Q3 202319
RNC CAPITAL MANAGEMENT LLC 19190.02%0.12%0.26%Q4 2018Q2 202319
Clal Insurance Enterprises Holdings Ltd 1721.38%3.99%7.54%Q4 2014Q3 202019
GREAT VALLEY ADVISOR GROUP, INC. 19190.06%0.09%0.12%Q1 2019Q3 202319
OXFORD FINANCIAL GROUP, LTD. LLC 19190.00%0.40%1.92%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19191.15%1.54%2.15%Q1 2019Q3 202319
COURIER CAPITAL LLC 1720.02%0.03%0.04%Q4 2018Q3 202319
LAKE STREET PRIVATE WEALTH, LLC 19190.15%0.67%1.32%Q1 2019Q3 202319
FormulaFolio Investments, LLC 19190.07%0.75%1.40%Q4 2016Q2 202119
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
Altium Wealth Management LLC 19192.55%3.43%5.13%Q4 2017Q2 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.12%0.59%0.85%Q1 2019Q3 202319
Cornerstone Wealth Group, LLC 19190.58%0.96%3.82%Q1 2019Q3 202319
MUFG Americas Holdings Corp 19190.01%0.31%0.54%Q1 2018Q3 202219
Busey Bank 1720.02%0.03%0.06%Q1 2018Q3 202319
CI INVESTMENTS INC. 19190.00%0.19%1.00%Q1 2019Q3 202319
SSI INVESTMENT MANAGEMENT LLC 1210.03%0.20%0.34%Q1 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.07%0.19%Q1 2019Q3 202319
Bryn Mawr Capital Management, LLC 19190.23%0.66%1.59%Q1 2019Q3 202319
TIEDEMANN ADVISORS, LLC 1510.01%0.07%0.11%Q1 2018Q3 202319
SeaCrest Wealth Management, LLC 1360.03%0.04%0.05%Q4 2017Q3 202319
Realta Investment Advisors 19190.31%0.45%0.62%Q1 2019Q3 202319
Schoolcraft Capital LLC 19191.91%3.45%5.69%Q1 2019Q3 202319
CIBC Asset Management Inc 19190.00%0.00%0.01%Q1 2019Q3 202319
First Command Advisory Services, Inc. 1210.00%0.00%0.00%Q4 2017Q3 202319
Adventist Health System/ West 1544.03%10.98%17.16%Q4 2018Q3 202319
Ellevest, Inc. 1810.00%0.20%0.35%Q4 2018Q3 202319
Insight Wealth Strategies, LLC 18180.04%0.96%2.53%Q1 2019Q2 202318
Cordasco Financial Network 1710.00%0.01%0.09%Q4 2016Q2 202218
BANK HAPOALIM BM 18180.01%0.31%1.34%Q3 2014Q4 201818
DRIEHAUS CAPITAL MANAGEMENT LLC 18180.17%0.47%0.91%Q2 2019Q3 202318
ASSOCIATED BANC-CORP 18180.03%0.20%0.44%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 18180.05%0.33%0.56%Q2 2019Q3 202318
Portland Global Advisors LLC 18180.16%0.91%1.43%Q2 2019Q3 202318
CNB Bank 910.00%0.02%0.05%Q4 2017Q3 202318
Elmwood Wealth Management, Inc. 820.02%0.55%1.10%Q2 2018Q3 202318
Semmax Financial Advisors Inc. 1710.01%0.04%0.21%Q4 2018Q3 202318
Hanlon Investment Management, Inc. 1320.11%1.16%3.79%Q4 2016Q3 202318
Investure, LLC 18180.16%1.27%2.85%Q2 2019Q3 202318
Laurel Wealth Advisors LLC 1170.01%0.01%0.02%Q4 2018Q3 202318
GREENLEAF TRUST 1170.01%0.03%0.14%Q2 2018Q3 202318
Investors Research Corp 18180.00%0.02%0.03%Q2 2019Q3 202318
WEALTHFRONT Corp 1710.70%5.14%8.96%Q1 2014Q3 201818
Nan Shan Life Insurance Co., Ltd. 18180.11%0.29%0.59%Q3 2016Q4 202018
Lavaca Capital LLC 1510.01%0.10%0.29%Q4 2018Q3 202318
First Personal Financial Services 1210.00%0.57%1.59%Q1 2016Q3 202318
SEGALL BRYANT & HAMILL, LLC 1260.00%0.01%0.01%Q4 2018Q2 202318
SVB WEALTH LLC 18180.12%0.22%0.34%Q2 2019Q3 202318
Allianz Asset Management GmbH 1310.00%0.01%0.02%Q1 2016Q3 202318
Squarepoint Ops LLC 720.00%0.92%5.19%Q1 2017Q3 202318
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.01%0.03%Q3 2018Q3 202318
Global Strategic Investment Solutions, LLC 1710.08%1.99%4.83%Q4 2018Q3 202318
WESTWOOD HOLDINGS GROUP INC 18180.01%0.27%1.27%Q2 2019Q3 202318
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 1620.04%2.34%9.07%Q3 2018Q2 202318
Money Design Co.,Ltd. 18180.02%0.08%0.12%Q2 2019Q3 202318
Strategic Wealth Partners, Ltd. 810.01%0.31%0.92%Q4 2017Q1 202318
BAR HARBOR WEALTH MANAGEMENT 18180.03%0.08%0.20%Q4 2017Q1 202218
Brouwer & Janachowski, LLC 18180.51%1.23%2.34%Q1 2017Q2 202118
CYPRESS CAPITAL MANAGEMENT LLC 1530.04%0.09%0.13%Q3 2017Q3 202218
FIDUCIARY TRUST CO 18180.02%0.02%0.04%Q2 2019Q3 202318
ROWLAND CARMICHAEL ADVISORS INC /ADV 830.06%0.29%2.00%Q1 2016Q4 202018
Financial Advisors Network, Inc. 1610.02%0.78%1.07%Q4 2016Q3 202318
Rock Creek Group, LP 18180.08%1.73%8.13%Q2 2019Q3 202318
Capital Investment Advisory Services, LLC 1260.01%0.11%0.23%Q4 2018Q3 202318
WELCH CAPITAL PARTNERS LLC/NY 18180.06%0.10%0.11%Q1 2018Q2 202218
INVESTMENT PARTNERS, LTD. 18180.81%1.64%2.03%Q4 2015Q1 202018
Pinion Investment Advisors, LLC 910.18%0.41%0.67%Q1 2018Q3 202318
Lenox Wealth Advisors, LLC 1710.00%0.01%0.03%Q3 2017Q1 202218
Advocacy Wealth Management Services, LLC 1310.01%0.16%0.86%Q3 2016Q3 202218
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1230.00%0.02%0.05%Q3 2014Q3 202318
Grantham, Mayo, Van Otterloo & Co. LLC 18180.00%0.65%1.48%Q4 2018Q1 202318
HM PAYSON & CO 18180.00%0.02%0.05%Q2 2019Q3 202318
SIMPLEX TRADING, LLC 710.00%0.01%0.04%Q1 2017Q3 202318
North Star Investment Management Corp. 1110.00%0.00%0.00%Q3 2016Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.08%0.23%Q2 2013Q3 201718
RMB Capital Management, LLC 1040.01%0.03%0.06%Q4 2017Q3 202318
CADINHA & CO LLC 1010.03%1.32%3.96%Q1 2017Q1 202318
NEW ENGLAND ASSET MANAGEMENT INC 18180.07%0.37%1.40%Q2 2019Q3 202318
Moors & Cabot, Inc. 1610.02%0.03%0.06%Q3 2017Q3 202318
NICHOLS & PRATT ADVISERS LLP /MA 18180.02%0.03%0.06%Q1 2018Q2 202218
CONGRESS ASSET MANAGEMENT CO /MA 1260.05%0.14%0.26%Q1 2014Q3 201818
BANK OF NOVA SCOTIA 1410.00%0.44%1.43%Q2 2017Q2 202218
Physician Wealth Advisors, Inc. 17170.80%1.87%3.24%Q3 2019Q3 202317
ACG Wealth 1070.03%0.11%0.20%Q2 2017Q3 202217
PARSONS CAPITAL MANAGEMENT INC/RI 1110.02%0.04%0.07%Q3 2017Q3 202317
Sterling Capital Management LLC 1010.00%0.03%0.11%Q3 2014Q3 201917
NICOLET ADVISORY SERVICES, LLC 17170.17%1.27%2.04%Q3 2019Q3 202317
Fragasso Group Inc. 1610.06%0.15%0.21%Q4 2018Q4 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.03%0.04%0.08%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 1070.00%0.01%0.03%Q2 2019Q3 202317
GeoWealth Management, LLC 1430.10%0.52%1.89%Q2 2019Q3 202317
CAPITAL ADVISORS INC/OK 530.01%0.75%1.17%Q1 2017Q3 202317
Cribstone Capital Management, LLC 1160.00%0.22%2.11%Q3 2017Q4 202217
Salomon & Ludwin, LLC 1610.00%1.26%1.76%Q4 2018Q3 202317
Avidian Wealth Solutions, LLC 17171.73%3.57%4.80%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.14%0.48%0.94%Q3 2019Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.24%0.32%0.42%Q3 2019Q3 202317
Baldrige Asset Management LLC 17170.47%0.82%1.17%Q1 2019Q1 202317
IFG Advisory, LLC 17170.08%0.14%0.21%Q3 2019Q3 202317
Belpointe Asset Management LLC 1510.02%0.07%0.11%Q4 2017Q1 202317
Edmonds Duncan Registered Investment Advisors, LLC 17170.94%1.05%1.32%Q4 2015Q4 201917
New Capital Management LP 710.00%0.25%0.57%Q4 2016Q3 202317
Round Table Services, LLC 17170.07%1.26%4.26%Q3 2018Q3 202217
Canton Hathaway, LLC 910.01%0.03%0.17%Q3 2018Q3 202317
St. Louis Trust Co 1030.06%0.16%0.26%Q4 2017Q3 202317
Abundance Wealth Counselors 17171.00%8.86%23.22%Q4 2018Q4 202217
RAND WEALTH, LLC 17170.04%0.35%0.56%Q3 2014Q3 201817
RPg Family Wealth Advisory, LLC 1120.01%0.13%0.31%Q2 2016Q1 202217
V Wealth Advisors LLC 1310.07%0.41%1.14%Q3 2016Q3 202117
Sumitomo Mitsui Trust Holdings, Inc. 17170.03%0.04%0.07%Q3 2019Q3 202317
NICOLET BANKSHARES INC 17170.07%0.29%0.70%Q3 2019Q3 202317
Meridian Wealth Management, LLC 650.03%0.09%0.19%Q3 2018Q3 202317
JGP Wealth Management, LLC 17170.08%0.16%0.23%Q3 2019Q3 202317
Somerset Group LLC 17170.35%0.67%0.85%Q2 2018Q2 202217
FISHMAN JAY A LTD/MI 17170.03%0.06%0.10%Q1 2019Q1 202317
STEPHENS GROUP ASSET MANAGEMENT, LLC 1610.12%0.89%1.53%Q4 2018Q3 202317
Fieldpoint Private Securities, LLC 840.00%0.10%0.25%Q3 2017Q2 202217
DUBUQUE BANK & TRUST CO 1210.00%0.03%0.11%Q4 2017Q3 202317
PRIVATE CAPITAL MANAGEMENT LLC 1430.14%0.35%0.78%Q2 2019Q3 202317
180 WEALTH ADVISORS, LLC 1130.05%0.25%0.71%Q4 2017Q2 202317
Stadion Money Management, LLC 1510.01%0.33%1.35%Q4 2013Q2 201916
University of Massachusetts Foundation, Inc. 16168.14%24.72%48.48%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16160.18%0.41%0.75%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.02%0.12%0.22%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.02%0.22%0.75%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.00%1.49%5.32%Q4 2019Q3 202316
Matson Money. Inc. 16164.53%5.31%6.02%Q4 2019Q3 202316
ALTERNA WEALTH MANAGEMENT, INC 880.79%1.50%3.27%Q1 2019Q3 202316
Stone House Investment Management, LLC 1211.38%3.71%7.85%Q4 2016Q3 202316
Disciplined Investments, LLC 16160.62%0.95%1.35%Q4 2019Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1120.11%0.30%0.66%Q2 2013Q3 201716
CAROLINAS WEALTH CONSULTING LLC 16160.07%0.12%0.34%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%1.59%4.01%Q4 2019Q3 202316
PERSONAL CFO SOLUTIONS, LLC 1330.00%0.08%0.16%Q3 2019Q3 202316
ROVIN CAPITAL /UT/ /ADV 16160.20%2.22%5.95%Q4 2019Q3 202316
Zions Bancorporation, N.A. 1410.00%0.04%0.11%Q1 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.66%1.30%1.83%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.08%0.25%Q4 2019Q3 202316
Jackson Hole Capital Partners, LLC 16160.08%0.18%0.35%Q2 2019Q1 202316
Continuum Advisory, LLC 1420.20%0.39%1.36%Q1 2019Q3 202316
Single Point Partners, LLC 16163.17%6.49%30.25%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.18%0.58%2.04%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.12%0.15%0.19%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16163.24%4.34%5.19%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.18%0.46%0.87%Q4 2019Q3 202316
Element Wealth, LLC 16161.90%3.32%5.42%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.04%0.28%0.84%Q4 2019Q3 202316
JONES FINANCIAL COMPANIES LLLP 16160.00%0.02%0.04%Q4 2019Q3 202316
ARKANSAS FINANCIAL GROUP, INC. 16160.09%0.15%0.19%Q4 2019Q3 202316
THOROUGHBRED FINANCIAL SERVICES, LLC 16160.03%0.07%0.10%Q4 2019Q3 202316
Cable Hill Partners, LLC 1120.01%0.17%0.51%Q1 2017Q3 202216
EATON VANCE MANAGEMENT 1510.00%0.01%0.03%Q2 2015Q3 202216
Plancorp, LLC 1240.06%0.15%0.32%Q3 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.71%1.03%1.96%Q4 2019Q3 202316
BOENNING & SCATTERGOOD, INC. 16160.07%0.11%0.17%Q1 2019Q4 202216
Veracity Capital LLC 16160.23%0.54%0.80%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16161.73%1.97%2.24%Q4 2019Q3 202316
ROWLANDMILLER & PARTNERS.ADV 16160.04%0.06%0.08%Q1 2020Q4 202316
Affinity Capital Advisors, LLC 16161.02%2.28%3.52%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.16%0.60%3.76%Q4 2019Q3 202316
IMA Wealth, Inc. 1420.00%0.00%0.00%Q2 2018Q3 202216
WEST PACES ADVISORS INC. 16160.02%0.04%0.09%Q4 2019Q3 202316
Hanson & Doremus Investment Management 16160.00%0.04%0.13%Q4 2019Q3 202316
United Asset Strategies, Inc. 16160.14%0.76%1.53%Q1 2019Q4 202216
Wealthspire Advisors, LLC 1510.00%0.68%1.31%Q4 2018Q3 202316
Marcum Wealth, LLC 16161.61%2.81%4.86%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 16163.47%4.00%4.54%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.05%0.16%0.25%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.28%0.59%1.10%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.28%0.40%Q4 2019Q3 202316
Halpern Financial, Inc. 16161.25%2.18%3.98%Q4 2019Q3 202316
AMG National Trust Bank 16160.11%0.21%0.27%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.00%0.01%0.02%Q4 2019Q3 202316
Cypress Wealth Advisors LLC 16160.48%1.04%3.41%Q2 2015Q1 201916
Astoria Strategic Wealth, Inc. 16161.48%2.07%2.44%Q4 2019Q3 202316
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 16160.15%0.22%0.30%Q4 2019Q3 202316
CVA Family Office, LLC 16160.32%1.02%2.62%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.31%0.49%0.76%Q4 2019Q3 202316
Fortis Capital Management LLC 16160.10%0.31%1.06%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.05%0.19%1.11%Q4 2019Q3 202316
Lombard Odier Asset Management (Switzerland) SA 1310.20%0.41%0.90%Q3 2018Q4 202216
Stokes Family Office, LLC 16160.45%1.01%1.75%Q4 2019Q3 202316
NextCapital Advisers, Inc. 16163.82%5.42%7.08%Q3 2018Q2 202216
AQR Capital Management 16160.01%0.04%0.12%Q1 2017Q4 202016
TFO Wealth Partners, LLC 16160.00%0.49%0.86%Q4 2019Q3 202316
1st Global Advisors, Inc. 16160.15%2.63%3.62%Q3 2013Q2 201716
Sage Advisory Services, Ltd.Co. 1021.82%4.54%8.44%Q4 2017Q3 202316
Conrad N. Hilton Foundation 740.00%34.21%98.99%Q4 2017Q3 202316
TimeScale Financial, Inc. 970.00%0.02%0.09%Q2 2019Q2 202316
Summit Trail Advisors, LLC 710.00%0.07%0.19%Q4 2017Q3 202316
WFG Advisors, LP 1420.00%0.01%0.02%Q2 2013Q2 201716
Edge Wealth Management LLC 16160.00%0.08%0.24%Q1 2018Q4 202116
DAVIDSON TRUST CO 16160.23%0.27%0.31%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 1410.01%0.08%0.22%Q1 2019Q3 202316
55I, LLC 16160.25%0.86%2.17%Q4 2018Q3 202216
Carmichael Hill & Associates, Inc. 16160.00%0.02%0.03%Q4 2019Q3 202316
Psagot Value Holdings Ltd. 16160.01%0.03%0.04%Q3 2016Q2 202016
Soltis Investment Advisors LLC 16160.12%0.33%1.53%Q4 2019Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.29%0.60%Q4 2015Q3 201916
BRR OpCo, LLC 1510.06%0.10%0.18%Q3 2017Q3 202216
Sovereign Investment Advisors, LLC 16161.26%1.44%1.66%Q4 2019Q3 202316
Intelligence Driven Advisers, LLC 16160.05%0.26%1.19%Q2 2019Q1 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.04%0.18%Q4 2019Q3 202316
Firestone Capital Management 16160.40%1.26%2.56%Q4 2019Q3 202316
VAUGHAN & Co SECURITIES, INC. 16163.75%5.50%7.37%Q4 2019Q3 202316
Cordant, Inc. 16160.13%0.91%1.60%Q4 2019Q3 202316
MATRIX ASSET ADVISORS INC/NY 1420.04%0.05%0.06%Q3 2019Q3 202316
Bristlecone Advisors, LLC 16160.06%0.21%0.32%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 1320.32%0.53%0.85%Q4 2019Q3 202315
AdvicePeriod, LLC 15151.32%2.97%4.22%Q4 2017Q2 202115
JOYN Advisors, Inc. 15150.33%0.71%1.37%Q2 2016Q4 201915
Certified Advisory Corp 1110.00%0.02%0.05%Q4 2017Q3 202315
Prime Capital Investment Advisors, LLC 810.01%0.04%0.10%Q1 2018Q3 202315
Emerson Wealth, LLC 15150.09%0.17%0.24%Q4 2018Q2 202215
GYL FINANCIAL SYNERGIES, LLC 1010.06%0.35%1.78%Q4 2018Q3 202315
Strategic Blueprint, LLC 1410.02%0.31%1.01%Q3 2019Q3 202315
Palisade Asset Management, LLC 15150.04%0.06%0.09%Q1 2020Q3 202315
Inscription Capital, LLC 920.04%0.12%0.20%Q4 2018Q3 202315
Axiom Investment Management LLC 1410.05%0.27%0.44%Q4 2018Q3 202215
First Heartland Consultants, Inc. 1230.01%0.06%0.10%Q1 2019Q3 202315
LIBERTY WEALTH MANAGEMENT LLC 1230.02%0.50%2.00%Q4 2018Q3 202315
Crewe Advisors LLC 1310.00%0.17%0.58%Q2 2018Q3 202315
Spectrum Management Group, LLC 1320.00%0.44%1.16%Q1 2018Q3 202215
Alera Investment Advisors, LLC 15151.18%1.72%2.59%Q1 2020Q3 202315
Apollon Wealth Management, LLC 15150.37%0.78%1.55%Q1 2020Q3 202315
One Wealth Advisors, LLC 510.00%0.49%1.72%Q4 2017Q3 202315
Tranquility Partners, LLC 15150.44%0.66%1.10%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
PUTNAM INVESTMENTS LLC 15150.01%0.03%0.08%Q1 2020Q3 202315
tru Independence LLC 1410.29%1.02%2.04%Q4 2019Q3 202315
Signature Financial Management, Inc. 1320.16%0.35%0.60%Q1 2015Q4 201815
Avion Wealth 15150.00%0.08%0.20%Q1 2020Q3 202315
Blueprint Investment Partners LLC 15150.05%1.61%4.22%Q1 2020Q3 202315
Donoghue Forlines LLC 960.96%1.86%3.59%Q4 2017Q3 202115
Ackerman Capital Advisors, LLC 15152.21%4.41%8.39%Q1 2020Q3 202315
TEACHERS ADVISORS, LLC 15150.01%0.03%0.05%Q3 2014Q1 201815
Varma Mutual Pension Insurance Co 510.35%8.25%27.25%Q4 2017Q1 202315
CAMDEN NATIONAL BANK 1410.04%0.07%0.11%Q4 2018Q1 202315
Fortis Advisors, LLC 810.00%0.04%0.22%Q3 2017Q3 202315
Pacifica Partners Inc. 1320.01%0.02%0.04%Q4 2019Q4 202315
PEAPACK GLADSTONE FINANCIAL CORP 15150.13%0.20%0.25%Q1 2020Q3 202315
Beaumont Financial Partners, LLC 910.02%0.18%0.85%Q2 2014Q3 202215
Laidlaw Wealth Management LLC 15150.06%0.19%0.62%Q4 2019Q2 202315
LVZ, Inc. 1110.34%4.83%9.24%Q1 2017Q2 202315
PHILLIPS FINANCIAL MANAGEMENT, LLC 15150.05%0.10%0.14%Q1 2020Q3 202315
LPWM LLC 15150.36%0.62%0.84%Q1 2020Q3 202315
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 960.05%0.06%0.08%Q4 2017Q3 202115
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 15150.22%0.49%0.58%Q1 2020Q3 202315
Focused Wealth Management, Inc 1010.00%0.00%0.03%Q2 2015Q3 202315
Columbia Trust Co 01012016 1230.15%1.32%4.37%Q4 2019Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.06%0.45%0.87%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.26%0.38%0.58%Q1 2020Q3 202315
Avalon Investment & Advisory 960.01%0.02%0.03%Q1 2018Q1 202315
Wade Financial Advisory, Inc 15150.22%0.51%1.08%Q1 2020Q3 202315
Astor Investment Management LLC 1140.00%2.62%3.65%Q2 2017Q2 202115
BlackRock Japan Co. Ltd 15150.03%0.24%0.39%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.10%0.16%0.21%Q2 2013Q4 201615
Petix & Botte Co 1230.38%0.96%2.33%Q4 2019Q3 202315
Stonebridge Capital Advisors LLC 1140.00%0.01%0.03%Q2 2019Q3 202315
Peninsula Wealth, LLC 15150.95%2.02%2.69%Q1 2020Q3 202315
BRYN MAWR TRUST Co 15150.03%0.05%0.09%Q1 2020Q3 202315
Regent Peak Wealth Advisors LLC 15150.07%0.98%1.35%Q4 2019Q2 202315
Wakefield Asset Management LLLP 1410.02%2.77%3.38%Q4 2018Q3 202315
STALEY CAPITAL ADVISERS INC 15150.15%0.18%0.20%Q4 2018Q2 202215
LETKO, BROSSEAU & ASSOCIATES INC 1320.03%0.16%0.19%Q4 2013Q3 201715
Banco Santander, S.A. 15150.00%0.04%0.08%Q1 2018Q3 202115
MAGNOLIA CAPITAL ADVISORS LLC 1050.25%0.75%4.15%Q4 2019Q3 202315
Archer Investment Corp 1320.00%0.00%0.01%Q4 2018Q3 202315
Auxano Advisors, LLC 15150.55%1.36%1.91%Q1 2020Q3 202315
FULTON BANK, N.A. 1410.01%0.02%0.05%Q3 2018Q4 202315
Outlook Wealth Advisors, LLC 960.10%0.55%1.91%Q4 2018Q3 202215
Retirement Group, LLC 1410.01%0.12%0.58%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.05%0.57%1.23%Q1 2020Q3 202315
Concorde Asset Management, LLC 1230.68%1.41%2.51%Q2 2017Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 710.00%0.58%1.00%Q4 2019Q3 202314
HERON FINANCIAL GROUP, LLC 1310.18%0.22%0.28%Q4 2019Q2 202314
VIRIDIAN RIA, LLC 1220.41%1.13%1.58%Q3 2018Q1 202214
Cardinal Strategic Wealth Guidance 14142.73%4.49%6.36%Q2 2020Q3 202314
LifePlan Financial Group, Inc 14140.05%0.19%0.43%Q2 2017Q3 202014
Oak Grove Capital LLC 950.14%0.37%0.65%Q4 2017Q1 202214
Syntal Capital Partners, LLC 1110.06%1.36%3.26%Q4 2017Q3 202314
Alaska Permanent Fund Corp 1220.10%0.17%0.24%Q1 2020Q3 202314
Summit Financial, LLC 14140.12%0.23%0.37%Q2 2020Q3 202314
Key FInancial Inc 1220.02%0.14%0.34%Q4 2019Q3 202314
Apella Capital, LLC 1130.03%0.11%0.24%Q2 2020Q4 202314
Harvest Fund Management Co., Ltd 14140.04%0.12%0.34%Q3 2017Q4 202014
QCI ASSET MANAGEMENT INC/NY 14140.00%0.01%0.01%Q4 2016Q1 202014
Efficient Market Advisors, LLC 14140.24%1.09%1.51%Q4 2013Q1 201714
Risk Paradigm Group, LLC 1220.04%0.86%2.87%Q1 2015Q4 201814
Private Wealth Advisors, Inc. 1310.11%0.93%1.49%Q4 2016Q4 202014
Financial Management Professionals, Inc. 1310.01%1.63%3.59%Q4 2019Q3 202314
Krilogy Financial LLC 1110.01%0.03%0.06%Q1 2016Q1 202314
Tradewinds Capital Management, LLC 1130.00%0.00%0.01%Q2 2017Q3 202314
PagnatoKarp Partners LLC 14140.18%1.69%4.86%Q4 2016Q1 202014
AJ WEALTH STRATEGIES, LLC 14140.03%0.08%0.15%Q1 2020Q2 202314
TPG Financial Advisors, LLC 14140.18%0.36%0.61%Q2 2020Q3 202314
Citizens National Bank Trust Department 14140.07%0.10%0.13%Q2 2020Q3 202314
NewSquare Capital LLC 710.00%0.11%0.61%Q4 2013Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.11%0.61%1.19%Q4 2018Q1 202214
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.03%0.06%0.10%Q2 2020Q3 202314
TOWNSQUARE CAPITAL LLC 520.01%0.14%0.40%Q4 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.06%0.10%0.15%Q4 2019Q3 202314
MidWestOne Financial Group, Inc. 1310.09%0.21%0.63%Q1 2020Q3 202314
Cypress Wealth Services, LLC 510.07%0.44%1.19%Q2 2018Q3 202314
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14140.07%1.51%5.52%Q2 2020Q3 202314
Stonehage Fleming Financial Services Holdings Ltd 1130.01%0.01%0.02%Q4 2019Q3 202314
Trilogy Capital Inc. 1310.00%0.03%0.08%Q3 2018Q3 202314
Alliance Wealth Management Group 14140.15%0.49%0.88%Q1 2020Q2 202314
NorthCoast Asset Management LLC 14140.03%1.56%2.73%Q2 2018Q3 202114
Northwest Bancshares, Inc. 14140.20%0.44%0.85%Q2 2020Q3 202314
Inlet Private Wealth, LLC 14140.09%0.14%0.31%Q1 2019Q2 202214
Hudson Capital Management LLC 1010.07%0.35%0.77%Q4 2017Q4 202214
Bell Bank 1310.06%4.75%8.97%Q1 2019Q1 202314
Angeles Investment Advisors, LLC 1040.03%0.23%2.70%Q1 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 920.04%0.19%0.32%Q4 2019Q3 202314
PDS Planning, Inc 14140.49%1.06%1.37%Q2 2020Q3 202314
WADE G W & INC 1310.02%0.07%0.12%Q2 2018Q3 202314
CreativeOne Wealth, LLC 1310.02%0.20%0.90%Q4 2019Q3 202314
Cougar Global Investments Ltd 14140.02%5.70%11.12%Q2 2017Q3 202014
Southern Wealth Management, LLP 14141.26%3.31%6.65%Q4 2019Q1 202314
Partnervest Advisory Services LLC 630.02%0.47%1.37%Q3 2013Q4 201914
MainStreet Investment Advisors LLC 14140.17%0.44%1.08%Q2 2020Q3 202314
BNP PARIBAS FINANCIAL MARKETS 1130.00%0.00%0.01%Q3 2018Q3 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.02%0.19%0.37%Q2 2020Q3 202314
Cedar Wealth Management, LLC 14140.00%0.08%0.16%Q1 2018Q2 202114
MARTIN CURRIE LTD 1010.01%0.56%6.26%Q3 2018Q3 202314
Country Club Trust Company, n.a. 14140.24%0.64%0.88%Q3 2018Q4 202114
EPG Wealth Management LLC 1220.04%0.81%1.25%Q4 2019Q3 202314
JMG Financial Group, Ltd. 14140.10%0.13%0.18%Q2 2020Q3 202314
BlackRock Institutional Trust Company, N.A. 14140.00%0.02%0.04%Q3 2013Q4 201614
Ironwood Financial, llc 1310.00%0.03%0.39%Q3 2015Q3 202114
CAPITAL INSIGHT PARTNERS, LLC 14140.08%0.39%0.73%Q2 2020Q3 202314
Independent Portfolio Consultants, Inc. 14140.01%0.17%0.91%Q1 2014Q2 201714
Crestone Asset Management LLC 14140.08%0.37%1.00%Q2 2020Q3 202314
Northeast Financial Consultants Inc 13130.02%0.04%0.07%Q3 2020Q3 202313
Endurance Wealth Management, Inc. 13130.00%0.00%0.00%Q2 2020Q2 202313
Daniels&Tansey,LLP 13130.07%5.19%7.01%Q3 2020Q3 202313
DRW Securities, LLC 810.12%1.62%6.71%Q1 2018Q3 202313
Jasper Ridge Partners, L.P. 13130.45%3.01%7.32%Q4 2018Q4 202113
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13136.08%6.48%7.16%Q3 2020Q3 202313
Altavista Wealth Management, Inc. 13130.42%0.93%1.30%Q4 2018Q4 202113
Nuveen Asset Management, LLC 13130.00%0.04%0.08%Q3 2020Q3 202313
MKD WEALTH COACHES, LLC 13130.35%2.14%4.13%Q4 2018Q4 202113
InterOcean Capital, LLC 13130.34%0.73%1.04%Q2 2017Q2 202013
Newbridge Financial Services Group, Inc. 13130.01%0.08%0.17%Q3 2020Q3 202313
Seven Post Investment Office LP 940.10%5.86%13.29%Q2 2013Q3 202313
ATALANTA SOSNOFF CAPITAL, LLC 13130.01%0.01%0.02%Q2 2013Q2 201613
WestEnd Advisors, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
Municipal Employees' Retirement System of Michigan 1212.42%5.43%8.30%Q1 2020Q3 202313
Ironsides Asset Advisors, LLC 610.08%2.47%5.07%Q1 2016Q3 202313
Founders Financial Alliance, LLC 13130.15%0.27%0.37%Q3 2020Q3 202313
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 820.10%0.20%0.33%Q2 2015Q4 201813
Baron Financial Group, LLC 13130.82%0.96%1.18%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.10%0.13%0.18%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.50%1.05%2.06%Q3 2020Q3 202313
STRATEGY ASSET MANAGERS LLC 810.05%0.10%0.27%Q4 2019Q3 202313
Sharkey, Howes & Javer 1030.00%1.37%3.26%Q1 2018Q3 202313
Moisand Fitzgerald Tamayo, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.16%0.26%0.44%Q3 2020Q3 202313
BLUESTEIN R H & CO LLC 13130.08%0.22%0.33%Q3 2019Q3 202213
Proficio Capital Partners LLC 1210.06%0.07%0.10%Q1 2020Q3 202313
PROFFITT & GOODSON INC 1010.00%0.01%0.04%Q3 2018Q3 202313
Procyon Advisors, LLC 1030.05%0.24%0.88%Q4 2019Q3 202313
THOMAS WHITE INTERNATIONAL LTD 910.00%0.01%0.12%Q1 2019Q4 202213
NN Investment Partners Holdings N.V. 13130.01%0.03%0.05%Q3 2017Q3 202013
BOYS ARNOLD & CO INC 13130.12%0.31%0.45%Q1 2017Q1 202013
CWS Financial Advisors, LLC 850.21%0.33%0.46%Q2 2020Q3 202313
Kopp Family Office, LLC 13130.01%4.46%10.64%Q3 2020Q3 202313
VOYA INVESTMENT MANAGEMENT LLC 13130.01%0.05%0.09%Q3 2018Q3 202113
NVWM, LLC 910.00%0.06%0.34%Q4 2017Q2 202313
Pacific Center for Financial Services 1030.00%0.01%0.02%Q2 2020Q3 202313
Global Financial Private Capital, Inc 13130.12%0.64%0.89%Q2 2017Q2 202013
Epstein & White Financial LLC 760.13%0.67%1.87%Q4 2017Q2 202113
Keudell/Morrison Wealth Management 13130.09%0.61%2.64%Q2 2019Q2 202213
BLUE SQUARE ASSET MANAGEMENT, LLC 1030.86%2.66%5.08%Q3 2019Q3 202313
LITTLE HOUSE CAPITAL LLC 1120.09%1.67%3.14%Q2 2020Q3 202313
Personal Wealth Partners 13131.00%2.62%4.07%Q1 2019Q1 202213
Independence Wealth Advisors, Inc. 13133.50%7.64%10.32%Q4 2017Q4 202013
YHB Investment Advisors, Inc. 13130.03%0.17%0.35%Q3 2020Q3 202313
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.14%0.39%0.69%Q4 2020Q3 202312
PATTON ALBERTSON MILLER GROUP, LLC 510.07%0.27%0.71%Q1 2017Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.05%0.07%0.12%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12122.26%3.89%7.26%Q4 2020Q3 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.75%1.92%2.69%Q4 2020Q3 202312
Diversified, LLC 12120.27%0.48%0.88%Q4 2020Q3 202312
Granby Capital Management, LLC 12121.63%3.95%9.35%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.01%0.01%Q3 2019Q3 202212
Shamrock Asset Management LLC 12120.75%3.29%5.89%Q4 2016Q3 201912
Accel Wealth Management 12120.01%0.04%0.14%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.09%0.36%Q4 2020Q3 202312
Visionary Wealth Advisors 840.02%0.06%0.15%Q3 2020Q3 202312
Clear Harbor Asset Management, LLC 12120.00%0.04%0.08%Q4 2019Q3 202212
Annapolis Financial Services, LLC 12120.40%0.50%0.66%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 12120.10%0.21%0.53%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
Freestone Capital Holdings, LLC 750.00%0.03%0.08%Q2 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 1020.00%0.01%0.01%Q3 2019Q3 202312
Northwest Capital Management Inc 1020.04%0.18%0.34%Q4 2019Q3 202312
Leelyn Smith, LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
JSF Financial, LLC 810.11%0.77%1.50%Q4 2018Q3 202312
Wescott Financial Advisory Group, LLC 12120.33%0.49%0.70%Q4 2020Q3 202312
Yorktown Management & Research Co Inc 12120.04%0.05%0.06%Q1 2014Q4 201612
CAPITAL WEALTH MANAGEMENT, LLC 12120.17%0.65%1.21%Q4 2020Q3 202312
COMERICA SECURITIES INC 1110.25%0.51%0.78%Q3 2013Q4 201812
Riverpoint Wealth Management Holdings, LLC 12120.08%0.13%0.18%Q3 2018Q2 202112
Oakwell Private Wealth Management, LLC 12120.11%0.38%0.74%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.17%0.51%0.99%Q4 2020Q3 202312
Veery Capital, LLC 12121.09%1.43%1.82%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.12%0.21%0.32%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.13%0.24%0.47%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.22%0.60%1.13%Q4 2020Q3 202312
Stewardship Financial Advisors, LLC 710.01%2.27%7.73%Q1 2017Q1 202112
Source Financial Advisors LLC 12120.21%0.83%1.53%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.24%0.29%0.32%Q4 2020Q3 202312
Legacy Wealth Planning, LLC 12120.49%0.83%1.47%Q4 2019Q3 202212
Compton Financial Group, LLC 12122.37%3.58%5.18%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12124.11%5.69%6.55%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.60%0.93%1.16%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.09%0.14%0.19%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 310.23%5.93%22.15%Q4 2014Q3 202312
ROOSEVELT INVESTMENT GROUP LLC 12120.21%0.55%0.76%Q1 2017Q4 201912
Graypoint LLC 12120.22%0.55%0.94%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.90%1.09%1.56%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Hemington Wealth Management 12120.25%0.72%1.04%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12121.51%2.11%3.22%Q4 2020Q3 202312
Falcon Wealth Planning 12120.09%0.33%0.67%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.45%0.83%1.34%Q4 2020Q3 202312
Patten Group, Inc. 12120.11%0.61%1.00%Q2 2017Q1 202012
KWB Wealth 12120.07%0.66%2.46%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 811.67%3.43%7.49%Q4 2019Q3 202312
NinePointTwo Capital LLC 12120.00%2.25%11.10%Q4 2020Q3 202312
Vantage Investment Partners, LLC 12120.02%0.64%3.43%Q4 2017Q3 202012
Renasant Bank 12120.42%0.59%0.71%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.91%1.14%1.87%Q4 2020Q3 202312
Atlantic Union Bankshares Corp 1110.03%0.07%0.18%Q3 2017Q3 202212
NewEdge Wealth, LLC 12120.14%0.83%2.70%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Hayden Royal, LLC 1110.27%0.73%1.68%Q4 2018Q4 202112
KINGS POINT CAPITAL MANAGEMENT 820.00%0.01%0.02%Q2 2015Q1 202212
DOLIVER ADVISORS, LP 12120.08%0.10%0.12%Q1 2021Q4 202312
HOEY INVESTMENTS, INC 12120.00%0.01%0.02%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.01%0.01%Q4 2020Q3 202312
CATALYST PRIVATE WEALTH, LLC 1110.07%0.36%0.84%Q3 2020Q4 202312
Radnor Financial Advisors, LLC 12121.14%1.33%1.88%Q4 2019Q3 202212
Symphony Financial, Ltd. Co. 12120.68%2.13%4.42%Q4 2020Q3 202312
Paracle Advisors, LLC 12120.11%1.07%2.42%Q2 2018Q1 202112
BOSTON FAMILY OFFICE LLC 510.02%0.02%0.03%Q3 2017Q2 202112
Clearview Wealth Advisors LLC 12120.00%0.14%0.62%Q4 2020Q3 202312
INHERENT GROUP, LP 12121.00%2.44%6.62%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.99%1.19%1.45%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.04%1.39%3.74%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.55%0.73%0.92%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.76%1.39%2.40%Q4 2020Q3 202312
Vanguard Personalized Indexing Management, LLC 12120.01%0.10%0.33%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12121.43%3.81%5.57%Q4 2020Q3 202312
StrongBox Wealth, LLC 840.15%0.23%0.31%Q2 2020Q3 202312
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.01%Q1 2021Q4 202312
Financial Network Wealth Management LLC 12120.22%0.36%0.48%Q4 2020Q3 202312
Tacita Capital Inc 12124.22%4.89%5.81%Q4 2020Q3 202312
Roth Financial Partners LLC 12120.46%0.83%1.33%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.07%1.25%1.52%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.52%1.90%5.83%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.42%1.42%2.61%Q4 2018Q3 202112
Mayflower Financial Advisors, LLC 12120.38%0.55%0.82%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.37%1.56%3.01%Q4 2020Q3 202312
Aprio Wealth Management, LLC 610.06%4.76%13.00%Q4 2019Q2 202312
RED CEDAR INVESTMENT MANAGEMENT, LLC 12121.13%2.74%5.81%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.51%0.85%1.30%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.14%0.25%0.39%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.08%0.10%0.15%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
PATRON PARTNERS, LLC 12120.25%0.75%0.92%Q4 2020Q3 202312
Blue Chip Partners, LLC 12120.11%1.92%2.60%Q1 2017Q4 201912
Tennessee Valley Asset Management Partners 1020.06%0.27%0.80%Q4 2018Q4 202112
Everhart Financial Group, Inc. 12120.15%0.28%0.55%Q4 2020Q3 202312
CAHILL FINANCIAL ADVISORS INC 12120.07%0.11%0.16%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.01%0.04%0.07%Q4 2020Q3 202312
Retirement Planning Group, LLC 750.02%0.17%0.70%Q2 2013Q4 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.33%0.71%1.21%Q4 2018Q3 202112
Sunflower Bank, N.A. 12120.18%0.66%1.35%Q4 2020Q3 202312
Timber Creek Capital Management LLC 12120.51%3.46%9.24%Q2 2017Q1 202012
Chevy Chase Trust Holdings, LLC 520.00%0.00%0.01%Q2 2018Q4 202112
TCG Advisory Services, LLC 12120.06%0.11%0.23%Q4 2020Q3 202312
Premise Capital, LLC 1020.06%2.40%6.24%Q2 2017Q2 202012
Interchange Capital Partners, LLC 12121.82%2.20%2.67%Q4 2020Q3 202312
ADE, LLC 12120.70%1.41%2.72%Q4 2020Q3 202312
Southern Farm Bureau Life Insurance 12120.22%4.03%7.54%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.02%0.08%0.20%Q4 2018Q3 202112
Summit Rock Advisors, LP 1014.27%31.12%64.03%Q1 2017Q1 202011
Hennion & Walsh Asset Management, Inc. 11110.42%1.08%1.44%Q1 2021Q3 202311
1832 Asset Management L.P. 1010.00%0.10%0.24%Q1 2018Q3 202311
Palisades Hudson Asset Management, L.P. 11110.31%0.36%0.41%Q2 2017Q4 201911
Hexavest Inc. 650.02%0.05%0.08%Q4 2016Q4 202011
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 410.02%0.51%1.18%Q1 2019Q2 202311
MACQUARIE GROUP LTD 11110.00%0.01%0.04%Q1 2021Q3 202311
Clearstead Trust, LLC 530.03%0.05%0.11%Q2 2017Q3 202311
Bank Julius Baer & Co. Ltd, Zurich 830.00%0.04%0.10%Q1 2020Q3 202311
MTC Wealth Management LLC 11116.26%7.70%15.06%Q1 2021Q3 202311
MPS Loria Financial Planners, LLC 1010.03%6.18%11.66%Q2 2017Q3 202311
MCIA Inc 920.01%1.06%6.41%Q2 2017Q2 202011
Main Street Financial Solutions, LLC 740.03%0.04%0.05%Q4 2020Q3 202311
JANUS HENDERSON GROUP PLC 430.00%0.00%0.01%Q1 2016Q3 201911
INSPIRION WEALTH ADVISORS, LLC 11110.09%0.23%0.42%Q1 2021Q3 202311
Truvestments Capital LLC 740.00%0.00%0.00%Q1 2020Q3 202311
Compagnie Lombard Odier SCmA 1010.00%0.02%0.06%Q2 2018Q3 202311
WIT, LLC 111110.51%15.27%21.66%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.75%1.38%1.93%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.11%0.15%0.23%Q1 2014Q1 201711
CX Institutional 610.00%0.05%0.18%Q2 2019Q3 202311
Foster Group, Inc. 11110.08%0.59%0.81%Q1 2021Q3 202311
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2014Q3 202311
PACIFIC CAPITAL WEALTH ADVISORS, INC 11110.60%2.66%4.64%Q4 2019Q2 202211
Wealth Quarterback LLC 510.23%1.77%3.26%Q1 1987Q4 202211
NorthRock Partners, LLC 11110.03%0.05%0.08%Q3 2019Q1 202211
Transamerica Financial Advisors, Inc. 510.00%0.13%0.31%Q3 2014Q2 202011
CONFLUENCE INVESTMENT MANAGEMENT LLC 720.02%0.06%0.16%Q2 2018Q2 202311
BLACKROCK ADVISORS LLC 11110.00%0.00%0.02%Q2 2014Q4 201611
Zions Bancorporation 11110.00%0.73%3.96%Q1 2015Q3 201711
IVC Wealth Advisors LLC 11110.44%1.18%1.70%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.03%0.04%0.07%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.68%0.90%1.31%Q4 2020Q2 202311
West Financial Advisors, LLC 1010.00%0.03%0.08%Q4 2020Q3 202311
Ratio Wealth Group 923.08%3.54%4.02%Q4 2020Q3 202311
Berkshire Bank 11110.70%0.83%0.91%Q1 2021Q3 202311
Concord Wealth Partners 740.03%0.05%0.09%Q4 2020Q3 202311
Legacy Financial Advisors, Inc. 740.10%0.47%1.59%Q4 2017Q4 202011
Essex Financial Services, Inc. 1010.03%0.04%0.06%Q1 2018Q3 202311
Lloyd Advisory Services, LLC. 1010.12%0.23%0.45%Q4 2019Q4 202211
Arbor Investment Advisors, LLC 11110.05%0.55%0.99%Q1 2021Q3 202311
Ellis Investment Partners, LLC 530.00%0.04%0.06%Q2 2019Q3 202311
Elevated Capital Advisors, LLC 510.16%0.47%1.12%Q2 2020Q3 202311
Neumann Capital Management, LLC 11110.78%3.33%5.01%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.00%0.46%0.84%Q4 2020Q2 202311
EVERMAY WEALTH MANAGEMENT LLC 1010.01%0.17%0.36%Q1 2019Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.01%0.04%Q1 2021Q3 202311
Monument Capital Management 1010.62%1.61%2.44%Q4 2017Q3 202211
CERTUITY, LLC 610.03%0.08%0.18%Q4 2019Q3 202311
Townsend & Associates, Inc 11110.01%0.40%0.79%Q4 2017Q2 202011
Sompo Asset Management Co., Ltd. 11115.34%5.68%6.28%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.02%0.03%Q4 2016Q2 201911
MBA Advisors LLC 11110.36%0.54%0.81%Q1 2021Q3 202311
Vigilant Capital Management, LLC 510.00%0.01%0.02%Q3 2017Q3 202211
HENGEHOLD CAPITAL MANAGEMENT LLC 11111.08%1.32%1.69%Q1 2021Q3 202311
Virtu KCG Holdings LLC 710.00%0.04%0.24%Q3 2013Q2 201711
Curi Wealth Management, LLC 11110.04%1.09%2.27%Q4 2020Q2 202311
Princeton Portfolio Strategies Group LLC 620.04%0.32%0.79%Q1 2018Q2 202111
Provident Wealth Management, LLC 11110.56%0.97%1.58%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.13%0.19%0.29%Q1 2021Q3 202311
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.70%1.75%3.08%Q4 2019Q2 202211
Sound View Wealth Advisors Group, LLC 11110.05%0.08%0.09%Q1 2021Q3 202311
Lattice Strategies LLC 11110.26%0.66%0.98%Q2 2013Q4 201511
Piscataqua Savings Bank 11110.00%0.03%0.04%Q1 2021Q3 202311
OPTIMUM INVESTMENT ADVISORS 740.00%0.01%0.03%Q1 2018Q1 202211
Spire Wealth Management 11110.58%0.69%0.79%Q1 2021Q3 202311
Loveless Wealth Management LLC 11110.30%0.48%0.63%Q4 2019Q2 202211
TRUEWEALTH LLC 11110.58%0.84%1.09%Q4 2017Q2 202011
HYA Advisors, Inc 11110.58%0.81%0.95%Q4 2019Q2 202211
Freedom Investment Management, Inc. 11110.01%0.08%0.30%Q2 2017Q4 201911
Canvas Wealth Advisors, LLC 11110.22%0.89%2.28%Q1 2021Q3 202311
Benedetti & Gucer, Inc. 11110.20%0.81%1.49%Q1 2021Q3 202311
Alpha Cubed Investments, LLC 510.02%0.42%0.64%Q2 2017Q3 202310
Parcion Private Wealth LLC 910.05%2.94%6.15%Q4 2019Q3 202310
Abacus Planning Group, Inc. 640.07%0.14%0.25%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.07%0.16%Q1 2021Q3 202310
jvl associates llc 10102.45%9.55%11.47%Q4 2017Q1 202010
Private Vista, LLC 610.08%0.25%0.38%Q1 2017Q1 202010
TCTC Holdings, LLC 820.00%0.00%0.00%Q2 2020Q3 202310
Eagle Bay Advisors LLC 10100.00%0.13%0.64%Q2 2021Q3 202310
IBERIABANK CORP 910.03%0.09%0.15%Q4 2016Q2 201910
Kistler-Tiffany Companies, LLC 910.02%0.09%0.17%Q4 2017Q2 202310
Orion Capital Management LLC 710.01%0.08%0.13%Q4 2020Q3 202310
Citizens Business Bank 10100.05%2.71%4.61%Q3 2019Q4 202110
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q3 2015Q3 202310
CALTON & ASSOCIATES, INC. 910.08%0.99%2.25%Q4 2017Q1 202210
WASHINGTON TRUST BANK 10100.00%0.01%0.02%Q4 2016Q1 201910
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 510.00%0.00%0.00%Q4 2019Q2 202310
Bellwether Advisors, LLC 10100.03%0.31%0.66%Q4 2020Q1 202310
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q1 2014Q3 202210
Sterling Investment Advisors, Ltd. 610.00%0.02%0.04%Q2 2019Q2 202210
Financial Advisory Group 10100.10%0.11%0.14%Q3 2017Q4 201910
SVB Investment Services Inc. 10100.01%0.60%1.10%Q4 2019Q1 202210
QUEST CAPITAL MANAGEMENT INC /ADV 10100.07%0.10%0.13%Q3 2019Q4 202110
Nadler Financial Group, Inc. 730.03%0.06%0.14%Q2 2019Q1 202210
Eudaimonia Partners, LLC 640.01%0.43%1.11%Q4 2019Q3 202310
Stokes & Hubbell Capital Management, LLC 10100.23%2.50%3.77%Q4 2016Q1 201910
FOSTER & MOTLEY INC 10100.02%0.02%0.03%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.01%Q2 2021Q3 202310
Capital Bank & Trust Co 10100.00%0.00%0.01%Q4 2017Q1 202010
Savior LLC 10100.00%0.40%0.78%Q4 2019Q1 202210
OmniStar Financial Group, Inc. 10100.20%0.35%0.50%Q4 2017Q1 202010
AMERICAN NATIONAL BANK 910.00%0.03%0.07%Q4 2017Q3 202310
Progeny 3, Inc. 10102.43%8.76%21.89%Q1 2020Q2 202210
Laird Norton Wetherby Trust Company, LLC 640.08%0.20%0.31%Q4 2020Q3 202310
MOTIVE WEALTH ADVISORS 10100.90%1.68%2.38%Q2 2021Q3 202310
Claro Advisors LLC 910.10%0.28%0.35%Q4 2018Q3 202310
ZEKE CAPITAL ADVISORS, LLC 710.01%0.75%4.18%Q4 2017Q1 202210
KB FINANCIAL PARTNERS, LLC 820.01%0.03%0.18%Q1 2021Q3 202310
Glovista Investments LLC 610.07%0.39%1.30%Q2 2013Q2 202110
SUMITOMO MITSUI FINANCIAL GROUP, INC. 820.00%0.01%0.02%Q1 2021Q3 202310
Financial Gravity Asset Management, Inc. 430.01%0.10%0.55%Q1 2018Q3 202310
Foundations Investment Advisors, LLC 10100.01%0.22%0.73%Q2 2021Q3 202310
TPB WEALTH ADVISORS 10101.03%2.43%3.96%Q4 2020Q1 202310
Merriman Wealth Management, LLC 710.03%0.22%0.43%Q2 2017Q4 202110
Corbenic Partners LLC 710.00%0.01%0.05%Q3 2017Q2 202210
PANAGORA ASSET MANAGEMENT INC 610.00%0.01%0.02%Q3 2019Q4 202210
SYM FINANCIAL Corp 910.00%0.65%5.70%Q4 2020Q3 202310
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 820.00%0.00%0.00%Q3 2020Q3 202310
Lantz Financial LLC 610.10%0.30%0.78%Q4 2019Q3 202310
Lake Point Wealth Management 520.07%2.32%6.59%Q4 2018Q2 202210
USCA RIA LLC 820.04%0.04%0.06%Q4 2017Q2 202110
OLD SECOND NATIONAL BANK OF AURORA 10100.05%0.07%0.09%Q1 2021Q2 202310
Shelter Mutual Insurance Co 10101.04%1.26%1.54%Q2 2021Q3 202310
Linscomb & Williams, Inc. 910.01%0.02%0.06%Q4 2019Q1 202310
RONALD BLUE & CO LLC 10100.29%4.76%7.11%Q1 2015Q2 201710
MBL Wealth, LLC 713.38%4.25%5.28%Q4 2020Q3 202310
Biltmore Family Office, LLC 910.02%0.07%0.13%Q4 2019Q3 202310
Vantage Investment Advisors, LLC 550.00%0.00%0.01%Q1 2016Q3 201810
Shoker Investment Counsel, Inc. 10100.43%0.77%0.86%Q3 2019Q4 202110
Covenant Multifamily Offices, LLC 10100.20%0.34%0.55%Q2 2019Q3 202110
Sullivan, Bruyette, Speros & Blaney, LLC 10100.20%0.42%1.16%Q4 2018Q1 202110
Van Hulzen Asset Management, LLC 10100.23%0.62%1.09%Q3 2018Q4 202010
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.04%Q3 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
Affiance Financial, LLC 820.00%0.01%0.02%Q2 2020Q4 202210
ADELL HARRIMAN & CARPENTER INC 10100.05%0.14%0.25%Q3 2017Q4 201910
Pinnacle Summer Investments, Inc. 910.00%0.00%0.00%Q2 2013Q4 201510
Richard Bernstein Advisors LLC 10101.07%4.18%8.30%Q3 2016Q4 201810
XPONANCE, INC. 10100.23%2.45%12.20%Q3 2018Q4 202010
3EDGE Asset Management, LP 520.03%8.28%18.63%Q4 2017Q2 202110
CCG WEALTH MANAGEMENT, LLC 550.13%0.45%0.94%Q4 2018Q4 202210
Qube Research & Technologies Ltd 610.00%0.01%0.03%Q4 2020Q3 202310
Claret Asset Management Corp 10100.22%0.25%0.30%Q4 2017Q1 202010
BESSEMER SECURITIES LLC 998.25%10.08%12.22%Q4 2018Q4 20209
Jump Financial, LLC 330.02%0.06%0.15%Q1 2021Q3 20239
Capital Advantage, Inc. 630.06%1.05%1.70%Q4 2015Q1 20219
Valentine Capital Asset Management, Inc. 630.66%1.15%1.85%Q1 2013Q2 20159
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 990.07%0.25%0.41%Q2 2018Q2 20209
FINANCIAL CONSULATE, INC 310.08%0.11%0.14%Q1 2018Q4 20219
Aletheian Wealth Advisors LLC 990.75%1.05%1.56%Q4 2021Q4 20239
BIEGEL & WALLER LLC 992.03%4.28%7.72%Q3 2017Q3 20199
Burt Wealth Advisors 810.01%0.01%0.01%Q4 2015Q4 20209
BAKER TILLY WEALTH MANAGEMENT, LLC 420.03%0.18%0.72%Q4 2020Q3 20239
FLAGSTAR ADVISORS INC 990.21%0.27%0.33%Q3 2021Q3 20239
MARINO, STRAM & ASSOCIATES LLC 990.21%0.24%0.29%Q4 2017Q4 20199
Capital Asset Advisory Services LLC 710.02%0.04%0.07%Q4 2019Q2 20229
Laurel Wealth Advisors, Inc. 710.03%0.04%0.05%Q4 2019Q4 20229
Fusion Investment Group, LLC 991.60%3.74%5.35%Q4 2013Q4 20159
Ziegler Capital Management, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.00%0.12%0.22%Q4 2020Q4 20229
Winslow, Evans & Crocker, Inc. 310.00%0.01%0.02%Q4 2015Q4 20209
Latitude Advisors, LLC 720.14%0.17%0.24%Q4 2020Q3 20239
Wells Financial Advisors INC 720.05%0.43%0.96%Q1 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.01%0.01%Q4 2019Q4 20219
Vontobel Holding Ltd. 720.00%0.01%0.01%Q2 2021Q3 20239
CoreFirst Bank & Trust 540.01%0.13%0.59%Q4 2020Q3 20239
BAKER BOYER NATIONAL BANK 810.21%0.28%0.34%Q2 2021Q3 20239
CFS Investment Advisory Services, LLC 990.05%0.80%2.31%Q3 2021Q3 20239
Legacy Bridge, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
RESOURCES MANAGEMENT CORP /CT/ /ADV 420.00%0.00%0.00%Q3 2018Q3 20239
Polaris Wealth Advisory Group, LLC 310.00%0.16%0.27%Q3 2018Q2 20239
SteelPeak Wealth, LLC 510.03%0.33%0.82%Q1 2020Q3 20239
CAPITAL ONE FINANCIAL CORP 990.35%0.83%1.90%Q1 2020Q1 20229
MURPHY CAPITAL MANAGEMENT INC 990.06%0.17%0.28%Q2 2020Q2 20229
WC Walker & Associates, Inc. 991.00%1.31%1.52%Q4 2020Q4 20229
Omnia Family Wealth, LLC 610.08%1.53%3.01%Q4 2017Q4 20219
ADIRONDACK TRUST CO 710.00%0.00%0.01%Q3 2018Q1 20239
TNF LLC 990.11%1.46%3.39%Q3 2021Q3 20239
Investors Financial Group, LLC 990.32%0.51%0.71%Q4 2019Q4 20219
Stanford Investment Group, Inc. 990.14%0.43%0.81%Q4 2014Q4 20169
HawsGoodwin Investment Management LLC 990.00%0.48%2.72%Q4 2019Q4 20219
Professional Financial Advisors, LLC 990.01%0.01%0.01%Q3 2020Q3 20229
VERUS CAPITAL PARTNERS, LLC 720.00%0.19%0.36%Q4 2019Q3 20239
Pallas Capital Advisors LLC 540.02%0.14%0.48%Q2 2021Q3 20239
Wealth Alliance 510.05%0.55%1.05%Q2 2020Q3 20239
WILLIAMS JONES & ASSOCIATES LLC 990.02%0.07%0.16%Q2 2017Q2 20199
RWA WEALTH PARTNERS, LLC 720.01%1.51%3.22%Q1 2017Q3 20239
LOWE BROCKENBROUGH & CO INC 990.95%1.12%1.32%Q3 2021Q3 20239
Five Oceans Advisors 990.49%1.65%3.75%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.16%0.35%Q2 2013Q2 20159
Independent Order of Foresters 720.39%2.01%2.69%Q1 2021Q3 20239
PSI Advisors, LLC 510.00%0.01%0.02%Q4 2019Q3 20239
White Lighthouse Investment Management Inc. 990.11%0.17%0.24%Q4 2017Q4 20199
AMP Capital Investors Ltd 990.02%0.12%0.39%Q1 2018Q1 20209
Gryphon Financial Partners LLC 410.01%0.13%0.78%Q4 2017Q3 20239
KMG FIDUCIARY PARTNERS, LLC 540.09%0.27%0.45%Q4 2018Q3 20239
Kavar Capital Partners, LLC 310.01%0.14%0.53%Q4 2013Q2 20199
High Net Worth Advisory Group LLC 990.58%0.61%0.67%Q4 2021Q4 20239
Windham Capital Management, LLC 811.23%1.56%2.74%Q4 2019Q2 20229
Selective Wealth Management, Inc. 410.00%0.00%0.01%Q3 2019Q3 20229
Range Financial Group LLC 990.30%0.34%0.39%Q1 2021Q1 20239
New Potomac Partners, LLC 992.66%2.94%3.37%Q4 2017Q4 20199
Quantitative Investment Management, LLC 410.02%0.73%2.03%Q1 2017Q2 20219
KELLEHER FINANCIAL ADVISORS 540.35%0.46%0.60%Q4 2017Q1 20209
Centerpoint Advisors, LLC 420.00%0.02%0.12%Q3 2019Q3 20239
INNEALTA CAPITAL, LLC 710.17%0.39%1.29%Q1 2019Q1 20239
Castleview Partners, LLC 810.01%0.11%0.16%Q2 2021Q3 20239
KEMPER Corp 991.50%8.13%16.76%Q4 2017Q4 20199
Clarkston Capital Partners, LLC 880.00%0.01%0.02%Q2 2020Q1 20228
Crow Point Partners, LLC 880.13%0.36%1.06%Q1 2018Q4 20198
Brooklyn FI, LLC 880.38%1.38%2.86%Q4 2021Q3 20238
CARNEGIE MELLON UNIVERSITY 8821.81%57.12%79.82%Q4 2021Q3 20238
Bell Investment Advisors, Inc 621.06%1.28%1.46%Q3 2021Q3 20238
BANK OF THE WEST 710.02%0.04%0.06%Q3 2015Q1 20188
ATWOOD & PALMER INC 410.00%0.00%0.01%Q1 2017Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.34%1.71%3.53%Q4 2021Q3 20238
Live Oak Private Wealth LLC 440.04%0.05%0.07%Q2 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.58%1.17%1.86%Q4 2021Q3 20238
Beacon Harbor Wealth Advisors, Inc. 411.66%2.60%3.00%Q1 2020Q3 20238
PRINCIPAL FINANCIAL GROUP INC 420.00%0.00%0.00%Q3 2019Q3 20238
PFS Partners, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Opes Wealth Management LLC 710.14%1.98%4.94%Q1 2019Q1 20218
Bromfield Sneider Wealth Advisors 880.03%0.04%0.05%Q1 2022Q4 20238
COLTON GROOME FINANCIAL ADVISORS, LLC 880.09%0.32%0.41%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
MBB PUBLIC MARKETS I LLC 880.03%0.05%0.09%Q4 2021Q3 20238
Camarda Financial Advisors, LLC 610.00%0.02%0.16%Q4 2013Q2 20218
Client First Capital LLC 880.56%1.44%2.90%Q4 2021Q3 20238
Sunburst Financial Group, LLC 880.33%0.85%1.19%Q4 2021Q3 20238
DMC Group, LLC 880.26%0.57%1.19%Q4 2021Q3 20238
OLYMPUS WEALTH MANAGEMENT, LLC 882.54%8.17%10.62%Q4 2021Q3 20238
Winfield Associates, Inc. 530.08%0.16%0.22%Q4 2018Q2 20218
BOSTON FINANCIAL MANGEMENT LLC 710.02%0.10%0.26%Q3 2018Q3 20238
Collaborative Wealth Managment Inc. 610.17%0.26%0.41%Q1 2021Q3 20238
Bison Wealth, LLC 880.10%0.28%1.16%Q4 2019Q3 20218
ICONIQ Capital, LLC 880.01%0.04%0.20%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.16%0.21%0.33%Q4 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 887.04%7.98%10.22%Q4 2015Q3 20178
Washington Trust Advisors, Inc. 880.05%0.12%0.19%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.06%0.48%2.69%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 881.59%2.04%2.36%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.70%0.76%0.87%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 881.52%2.23%3.49%Q4 2021Q3 20238
Sound Financial Strategies Group, LLC 710.15%0.45%2.40%Q4 2019Q2 20228
Peterson Financial Group, Inc. 880.52%0.66%1.24%Q4 2021Q3 20238
Royal Fund Management, LLC 410.00%0.01%0.03%Q4 2016Q4 20198
Truadvice, LLC 440.12%0.41%1.04%Q3 2020Q3 20238
Rainwater Charitable Foundation 881.46%6.88%14.00%Q4 2018Q3 20208
Stonegate Investment Group, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Wedmont Private Capital 881.37%1.82%2.18%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.59%0.91%1.49%Q4 2021Q3 20238
Wick Capital Partners, LLC 880.35%0.63%1.57%Q4 2021Q3 20238
KEELEY ASSET MANAGEMENT CORP 880.01%0.01%0.01%Q2 2013Q1 20158
Advisors Capital Management, LLC 510.01%0.01%0.02%Q4 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.42%1.05%Q4 2021Q3 20238
Nova R Wealth, Inc. 881.21%1.55%1.80%Q4 2021Q3 20238
Ameraudi Asset Management, Inc. 410.14%1.27%1.95%Q4 2019Q3 20238
National Wealth Management Group, LLC 880.24%0.44%0.73%Q4 2021Q3 20238
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 8817.66%51.56%100.00%Q4 2016Q3 20188
Private Advisory Group LLC 880.14%1.91%2.79%Q1 2018Q4 20198
Custos Family Office, LLC 886.00%10.58%16.92%Q4 2021Q3 20238
VALLEY WEALTH MANAGERS, INC. 620.00%0.01%0.04%Q2 2021Q3 20238
Endowment Wealth Management, Inc. 882.25%2.42%2.70%Q4 2021Q3 20238
DBK Financial Counsel, LLC 881.36%1.66%1.99%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.08%0.13%0.20%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.16%0.33%0.56%Q4 2021Q3 20238
Morling Financial Advisors, LLC 883.54%4.33%5.87%Q4 2021Q3 20238
Cypress Capital, LLC 441.42%1.54%1.74%Q1 2019Q1 20218
GDS Wealth Management 880.08%1.83%3.64%Q4 2021Q3 20238
Boyd Wealth Management, LLC 880.37%0.62%0.81%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.19%0.20%0.21%Q4 2021Q3 20238
Passaic Partners LLC 8810.61%11.27%12.15%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.02%0.02%0.04%Q4 2021Q3 20238
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.07%0.10%0.14%Q3 2018Q2 20218
Bowman & Co S.C. 880.21%0.27%0.38%Q4 2021Q3 20238
Guidant Wealth Advisors 440.03%0.18%0.37%Q3 2016Q3 20198
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.02%0.04%Q4 2020Q3 20228
Strategic Financial Planning, Inc. 880.15%0.97%1.40%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 883.49%3.77%4.02%Q4 2021Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
MAS Advisors LLC 880.96%1.41%1.75%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 510.00%0.01%0.01%Q1 2019Q1 20228
Harel Insurance Investments & Financial Services Ltd. 530.00%0.00%0.00%Q1 2016Q4 20188
Empirical Asset Management, LLC 880.41%0.48%0.57%Q4 2021Q3 20238
FORESTERS ASSET MANAGEMENT INC. 620.04%0.25%0.55%Q2 2017Q2 20198
HL FINANCIAL SERVICES LLC 880.02%0.06%0.12%Q2 2017Q1 20198
JMAC ENTERPRISES LLC 880.43%0.51%0.58%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.46%0.61%0.86%Q4 2021Q3 20238
Darrow Company, Inc. 885.27%5.80%6.09%Q4 2021Q3 20238
ShoreHaven Wealth Partners, LLC 620.02%0.75%1.59%Q4 2020Q3 20238
FSC Wealth Advisors, LLC 880.03%0.07%0.12%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.02%0.02%Q4 2020Q4 20228
Missouri Trust & Investment Co 881.44%1.91%2.32%Q4 2021Q3 20238
Stone Point Wealth LLC 880.44%0.73%1.01%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.08%0.08%0.08%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.54%0.84%1.15%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.75%0.84%0.92%Q4 2014Q3 20168
Ascent Group, LLC 880.17%0.20%0.28%Q4 2021Q3 20238
Allie Family Office LLC 880.42%0.96%1.98%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Parkwood LLC 530.91%1.99%3.21%Q1 2014Q2 20178
SOUTHERN CAPITAL ADVISORS, LLC 881.69%2.38%3.06%Q4 2021Q3 20238
Jefferies Group LLC 510.00%0.01%0.02%Q4 2017Q1 20208
HARRELL INVESTMENT PARTNERS, LLC 881.21%1.50%2.18%Q4 2019Q3 20218
OKABENA INVESTMENT SERVICES INC 880.12%1.42%5.56%Q4 2021Q3 20238
Operose Advisors LLC 880.28%0.40%0.59%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.07%0.55%0.87%Q4 2021Q3 20238
Rise Advisors, LLC 880.11%0.32%0.59%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.41%0.98%2.88%Q4 2015Q3 20178
Capital Wealth Alliance, LLC 620.25%0.34%0.40%Q4 2019Q2 20228
Lauterbach Financial Advisors, LLC 880.24%0.31%0.39%Q4 2021Q3 20238
Quent Capital, LLC 882.14%2.96%3.47%Q4 2021Q3 20238
Stephens Consulting, LLC 880.04%0.06%0.16%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 881.06%1.65%2.25%Q4 2021Q3 20238
Frontier Asset Management, LLC 883.20%4.42%5.55%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.14%0.18%0.22%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.50%1.96%3.50%Q4 2013Q3 20158
DRAVO BAY LLC 880.67%0.85%1.04%Q4 2021Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.32%0.65%Q1 2018Q3 20238
Cohen Capital Management, Inc. 710.16%0.17%0.21%Q2 2018Q3 20238
Warwick Investment Management, Inc. 880.25%0.30%0.35%Q4 2021Q3 20238
Fiduciary Group LLC 880.03%0.11%0.18%Q4 2021Q3 20238
Red Tortoise LLC 440.91%1.06%1.30%Q3 2021Q3 20238
Bryant Woods Investment Advisors, LLC 886.73%7.58%8.36%Q4 2021Q3 20238
Madison Asset Management, LLC 710.00%0.03%0.07%Q4 2019Q2 20228
City State Bank 880.07%0.13%0.18%Q4 2021Q3 20238
LOS ANGELES CAPITAL MANAGEMENT LLC 880.02%0.02%0.02%Q4 2021Q3 20238
GIRARD PARTNERS LTD. 410.01%0.08%0.26%Q3 2018Q3 20238
EisnerAmper Wealth Management Corporate Benefits, LLC 410.10%1.01%1.79%Q1 2019Q4 20238
Riggs Asset Managment Co. Inc. 410.00%0.89%3.76%Q1 2019Q3 20238
VANCE WEALTH, INC. 880.41%1.77%3.33%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.21%0.31%Q4 2021Q3 20238
Marion Wealth Management 883.11%3.51%3.84%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.03%0.06%0.11%Q4 2021Q3 20238
Richard P Slaughter Associates Inc 881.40%2.53%3.40%Q1 2022Q4 20238
St. Johns Investment Management Company, LLC 410.00%0.00%0.00%Q4 2016Q1 20238
Upper Left Wealth Management, LLC 880.42%0.62%0.89%Q4 2021Q3 20238
VISTA CAPITAL PARTNERS, INC. 530.03%0.08%0.13%Q2 2019Q2 20228
MADDEN SECURITIES Corp 880.13%0.15%0.16%Q4 2020Q3 20228
HB Wealth Management, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Heritage Financial Services, LLC 881.06%2.39%4.12%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.67%1.07%1.28%Q4 2021Q3 20238
DAVIS R M INC 310.01%0.01%0.02%Q4 2017Q1 20228
Winthrop Advisory Group LLC 610.05%0.19%0.31%Q4 2018Q3 20238
Wealth Architects, LLC 880.05%0.08%0.11%Q4 2020Q3 20228
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 880.01%0.02%0.03%Q3 2020Q2 20228
Raleigh Capital Management Inc. 880.06%0.26%0.62%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 620.00%0.12%0.33%Q2 2020Q2 20238
CONTINENTAL ADVISORS LLC 510.53%0.95%1.78%Q1 2022Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.61%0.95%1.30%Q4 2021Q3 20238
ASB Consultores, LLC 880.09%0.13%0.25%Q4 2021Q3 20238
BRANDYWINE TRUST CO 880.42%0.51%0.56%Q2 2020Q1 20228
Sageworth Trust Co 710.01%0.02%0.02%Q1 2019Q2 20218
WEST BANCORPORATION INC 440.02%0.05%0.08%Q4 2019Q3 20228
Objective Capital Management, LLC 880.34%0.45%0.56%Q4 2021Q3 20238
FIRST INTERSTATE BANK 610.01%0.01%0.02%Q3 2016Q4 20198
Abbot Financial Management, Inc. 530.12%0.32%0.44%Q1 2018Q4 20218
AlphaCore Capital LLC 710.00%0.01%0.02%Q1 2020Q3 20238
Level Financial Advisors 880.01%0.02%0.06%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 882.29%2.81%3.46%Q4 2021Q3 20238
Geneva Partners, LLC 510.45%3.11%4.69%Q2 2016Q2 20218
UNIVERSITY OF CHICAGO 8810.69%11.21%11.66%Q1 2018Q4 20198
EverSource Wealth Advisors, LLC 880.01%0.02%0.07%Q4 2021Q3 20238
Callan Capital, LLC 880.04%0.07%0.19%Q4 2021Q3 20238
Williams Jones Wealth Management, LLC. 310.00%0.01%0.04%Q3 2019Q3 20238
RIVERSEDGE ADVISORS, LLC 310.08%0.46%0.91%Q2 2019Q3 20238
Iowa State Bank 880.06%1.33%2.04%Q4 2021Q3 20238
Sierra Capital LLC 880.00%0.17%0.28%Q1 2021Q4 20228
C2C Wealth Management, LLC 880.16%0.20%0.23%Q4 2021Q3 20238
BlackRock Fund Advisors 880.02%0.07%0.10%Q1 2015Q4 20168
Arlington Partners LLC 410.00%0.10%0.28%Q1 2019Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 881.44%2.01%2.98%Q4 2021Q3 20238
SELDON CAPITAL LP 880.74%0.99%1.24%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Renaissance Technologies 210.00%0.01%0.02%Q4 2018Q3 20238
Schiavi & Co LLC 880.15%0.22%0.28%Q4 2020Q3 20228
Schwab Charitable Fund 770.04%0.08%0.15%Q1 2020Q3 20217
HARBOR ADVISORY CORP /MA/ 770.09%0.10%0.12%Q4 2020Q2 20227
NOESIS CAPITAL MANGEMENT CORP 770.08%0.09%0.10%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.03%0.07%Q2 2013Q4 20147
OTA Financial Group L.P. 310.31%0.82%1.60%Q2 2013Q1 20217
MCDONALD PARTNERS LLC 770.01%0.59%0.75%Q4 2020Q2 20227
Coho Partners, Ltd. 510.01%0.11%0.16%Q2 2016Q3 20237
Manchester Capital Management LLC 430.01%0.02%0.03%Q1 2019Q3 20227
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Seascape Capital Management 771.17%1.33%1.65%Q4 2019Q2 20217
GFS Advisors, LLC 770.00%0.11%0.16%Q2 2015Q4 20167
Daiwa SB Investments Ltd. 610.01%0.03%0.06%Q1 2017Q4 20187
Mitsubishi UFJ Trust & Banking Corp 430.01%0.01%0.02%Q3 2017Q4 20217
Lenox Wealth Management, Inc. 770.01%0.03%0.07%Q4 2018Q2 20207
LMCG INVESTMENTS, LLC 770.71%0.82%0.98%Q1 2022Q3 20237
WMS Partners, LLC 510.04%0.13%0.20%Q2 2015Q3 20237
Convergent Wealth Advisors 610.05%2.30%5.67%Q4 2013Q3 20157
Gotham Asset Management, LLC 770.45%0.64%0.79%Q1 2022Q3 20237
Jump Trading, LLC 320.10%0.32%0.55%Q1 2017Q1 20197
DeGreen Capital Management LLC 770.05%0.38%0.56%Q4 2016Q2 20187
Visionary Asset Management, Inc. 770.09%0.16%0.22%Q2 2017Q4 20187
WealthStone, Inc. 430.31%0.65%1.23%Q2 2019Q1 20217
Smith Anglin Financial, LLC 770.06%1.37%3.28%Q4 2020Q2 20227
Fiduciary Trust Co International of Pennsylvania 210.01%0.03%0.05%Q1 2017Q1 20207
Newman Dignan & Sheerar, Inc. 430.51%0.98%1.28%Q4 2021Q3 20237
Glacier Peak Capital LLC 770.46%0.75%1.16%Q1 2018Q3 20197
High Falls Advisors, Inc 430.12%1.51%3.79%Q2 2019Q3 20237
Edge Advisors, LLC 770.00%0.30%1.08%Q4 2016Q2 20187
Private Capital Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
GM Advisory Group, LLC 771.28%4.22%6.82%Q2 2020Q4 20217
Joel Isaacson & Co., LLC 770.01%0.01%0.01%Q2 2015Q4 20167
Ruggie Capital Group 410.00%0.16%0.50%Q2 2015Q1 20197
Diversified Portfolios, Inc. 770.07%0.17%0.24%Q1 2022Q3 20237
Pensionmark Financial Group, LLC 320.09%0.32%0.50%Q4 2019Q3 20237
Well Done, LLC 410.02%0.62%2.02%Q1 2018Q4 20227
Faithward Advisors, LLC 770.13%0.21%0.26%Q1 2022Q3 20237
NORTHWEST WEALTH MANAGEMENT, LLC 770.33%0.60%0.74%Q1 2022Q3 20237
Gainplan LLC 770.16%0.27%0.39%Q1 2018Q3 20197
Summit Global Investments 610.15%0.27%0.37%Q2 2021Q3 20237
Avestar Capital, LLC 770.01%0.09%0.18%Q4 2017Q2 20197
Watermark Asset Management, Inc. 770.01%0.17%0.31%Q2 2017Q4 20187
Stratos Investment Management, LLC 770.06%0.18%0.52%Q1 2021Q3 20227
Parisi Gray Wealth Management 610.07%0.15%0.26%Q4 2017Q2 20217
Legacy Wealth Partners, Inc. 771.76%5.22%8.90%Q4 2019Q2 20217
AAF Wealth Management, LLC 770.20%0.27%0.33%Q4 2020Q2 20227
Acorn Wealth Advisors, LLC 770.15%0.31%0.38%Q4 2017Q2 20197
First National Bank of South Miami 430.04%0.14%0.23%Q4 2018Q3 20217
Braun-Bostich & Associates Inc. 770.03%0.64%1.12%Q4 2017Q2 20197
Vectors Research Management, LLC 770.00%0.01%0.01%Q3 2018Q1 20207
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.01%Q4 2020Q2 20227
Kore Private Wealth LLC 310.00%0.02%0.05%Q4 2018Q2 20227
PRUDENT INVESTORS NETWORK, INC. 771.40%2.70%4.82%Q3 2020Q1 20227
Clarity Wealth Advisors, LLC 320.12%0.63%1.99%Q4 2019Q3 20237
HOWARD FINANCIAL SERVICES, LTD. 410.08%0.12%0.14%Q4 2020Q3 20237
Core Wealth Advisors, Inc. 520.02%1.20%2.33%Q4 2019Q1 20237
Golden State Wealth Management, LLC 770.01%0.09%0.35%Q1 2019Q3 20207
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Maxim Capital Management LLC 776.45%7.93%9.73%Q4 2018Q2 20207
BCS Wealth Management 770.09%0.24%0.55%Q1 2022Q3 20237
Capital Square, LLC 770.59%0.66%0.72%Q4 2019Q2 20217
Silicon Hills Wealth Management, LLC 610.10%0.96%2.70%Q4 2019Q1 20227
ATTICUS WEALTH MANAGEMENT, LLC 770.01%0.07%0.27%Q1 2022Q3 20237
Copperleaf Capital, LLC 430.98%1.55%2.47%Q4 2019Q3 20237
Summit Wealth Group, LLC 410.06%0.34%1.23%Q1 2021Q3 20237
Adams Wealth Management 510.03%0.31%1.43%Q4 2019Q1 20227
Capital Advisory Group Advisory Services, LLC 410.00%0.00%0.01%Q1 2018Q2 20217
PAX Financial Group, LLC 610.05%1.11%2.27%Q4 2019Q3 20237
Kerntke Otto McGlone Wealth Management Group 770.47%1.12%2.08%Q4 2019Q2 20217
Stolper Co 770.09%0.12%0.14%Q3 2020Q1 20227
U.S. Capital Wealth Advisors, LLC 430.01%0.02%0.04%Q3 2021Q3 20237
Advisor Resource Council 430.02%0.08%0.19%Q2 2021Q1 20237
Rockbridge Investment Management, LCC 771.35%1.71%1.89%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.25%0.79%0.99%Q1 2021Q4 20227
GoalVest Advisory LLC 310.01%0.83%2.87%Q4 2020Q4 20237
Journey Advisory Group, LLC 770.05%0.10%0.14%Q4 2020Q2 20227
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 777.71%9.10%10.86%Q1 2022Q3 20237
Simplify Asset Management Inc. 770.24%0.54%0.84%Q1 2022Q3 20237
Connectus Wealth, LLC 770.04%0.28%0.45%Q1 2022Q3 20237
Invst, LLC 430.42%0.99%1.34%Q3 2019Q3 20237
Bank of New Hampshire 770.00%0.00%0.01%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.03%0.03%Q4 2021Q3 20237
JACKSON THORNTON ASSET MANAGEMENT, LLC 770.06%0.12%0.15%Q1 2022Q3 20237
Trustees of the Smith College 773.34%5.72%8.54%Q1 2022Q3 20237
Manhattan West Asset Management, LLC 771.27%1.49%1.79%Q1 2022Q3 20237
SAXON INTERESTS, INC. 770.12%0.23%0.66%Q4 2021Q2 20237
Conrad Siegel Investment Advisors, Inc. 520.07%0.58%0.82%Q4 2021Q3 20237
Peterson Wealth Services 770.40%0.55%0.70%Q4 2021Q2 20237
Evolution Advisers, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
TCWP LLC 771.01%1.58%2.61%Q4 2021Q2 20237
Sweet Financial Partners, LLC 430.10%0.27%0.48%Q4 2021Q3 20237
CARDIFF PARK ADVISORS, LLC 430.00%0.02%0.03%Q4 2021Q3 20237
Resurgent Financial Advisors LLC 770.12%0.18%0.25%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
My Personal CFO, LLC 430.19%0.22%0.29%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Sterling Investment Counsel, LLC 772.65%4.21%5.20%Q4 2021Q2 20237
RAYMOND JAMES TRUST CO. OF NH 772.14%3.28%4.29%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.10%0.20%0.37%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.10%0.26%0.35%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 431.51%2.03%2.55%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.04%0.14%Q1 2022Q3 20237
ASSET PLANNING CORPORATION 770.28%0.36%0.41%Q4 2020Q2 20227
MERIDIAN MANAGEMENT CO 520.07%0.91%3.17%Q4 2017Q2 20237
COUNTRY CLUB BANK /GFN 770.36%0.45%0.57%Q1 2022Q3 20237
INVERNESS COUNSEL LLC /NY/ 770.01%0.02%0.03%Q1 2021Q3 20227
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.01%0.02%0.02%Q4 2017Q2 20197
Glen Harbor Capital Management LLC 660.33%0.47%0.77%Q2 2018Q3 20196
Highland Financial Advisors, LLC 660.14%0.25%0.58%Q2 2022Q3 20236
American Trust 660.03%0.03%0.04%Q1 2022Q2 20236
Investment Research & Advisory Group, Inc. 660.00%0.04%0.08%Q4 2020Q1 20226
Capital Group Private Client Services, Inc. 330.00%0.02%0.04%Q1 2022Q3 20236
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 660.93%7.11%8.62%Q1 2017Q2 20186
NORTHEAST INVESTMENT MANAGEMENT 420.01%0.02%0.03%Q4 2018Q3 20236
CANTOR FITZGERALD, L. P. 660.07%0.08%0.10%Q2 2022Q3 20236
Pinnacle Financial Group, LLC / IL 660.17%0.21%0.25%Q4 2021Q1 20236
Anson Capital, Inc. 660.36%2.60%3.16%Q4 2021Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.03%0.05%0.12%Q2 2022Q3 20236
Old North State Trust, LLC 420.00%0.01%0.03%Q4 2020Q1 20236
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 510.00%0.08%0.42%Q3 2021Q2 20236
Zuckerman Investment Group, LLC 660.58%1.21%1.54%Q2 2022Q3 20236
Costello Asset Management, INC 660.00%0.00%0.00%Q1 2022Q2 20236
Quantinno Capital Management LP 660.03%0.07%0.13%Q2 2022Q3 20236
Leicht Financial Planning & Wealth Management, Inc. 510.19%0.74%1.49%Q2 2018Q4 20196
BCGM Wealth Management, LLC 660.13%0.20%0.28%Q4 2020Q1 20226
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 660.09%0.12%0.14%Q3 2020Q4 20216
EQ LLC 220.83%2.34%6.62%Q4 2020Q2 20236
Bell Rock Capital LLC 510.00%0.00%0.00%Q4 2016Q1 20196
Scissortail Wealth Management, LLC 410.14%1.54%2.76%Q4 2021Q3 20236
ADVISOR PARTNERS LLC 660.04%0.07%0.08%Q4 2020Q1 20226
MONEY CONCEPTS CAPITAL CORP 660.01%0.02%0.06%Q1 2022Q2 20236
Cadent Capital Advisors, LLC 660.16%0.51%0.64%Q4 2020Q1 20226
Northland Capital Management LLC 661.95%2.83%5.60%Q4 2021Q1 20236
COMMUNITY BANK SYSTEM, INC. 661.88%2.13%2.45%Q2 2013Q3 20146
Cabot-Wellington, LLC 660.32%0.34%0.38%Q4 2020Q1 20226
Sunesis Advisors, LLC 510.26%1.61%2.41%Q1 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.07%0.38%Q4 2018Q3 20236
SOLARIS ASSET MANAGEMENT LLC 660.18%0.20%0.21%Q3 2016Q4 20176
Sand Hill Global Advisors, LLC 310.01%0.02%0.02%Q1 2019Q2 20226
UBS AG 660.03%0.08%0.29%Q2 2013Q3 20146
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Industrial Alliance Investment Management Inc. 660.10%0.20%0.33%Q4 2021Q1 20236
Conservest Capital Advisors, Inc. 660.04%0.10%0.13%Q2 2022Q3 20236
Karp Capital Management Corp 510.00%0.78%2.15%Q4 2018Q3 20226
PALLADIEM, LLC 661.95%2.80%3.66%Q2 2021Q3 20226
Mission Creek Capital Partners, Inc. 660.08%0.10%0.11%Q2 2022Q3 20236
Lansing Street Advisors 660.17%2.13%3.96%Q1 2022Q2 20236
ClearBridge Investments 210.00%0.00%0.00%Q1 2014Q4 20226
Aris Wealth Services, Inc. 660.30%1.77%3.02%Q2 2014Q3 20156
Holland Advisory Services, Inc. 664.61%7.74%9.78%Q4 2021Q1 20236
Vise Technologies, Inc. 660.26%0.40%0.46%Q2 2022Q3 20236
Oliver Luxxe Assets LLC 660.59%0.73%0.83%Q1 2016Q2 20176
Sage Mountain Advisors LLC 410.02%0.05%0.09%Q1 2021Q3 20236
Financial Enhancement Group LLC 660.00%0.00%0.01%Q2 2021Q3 20226
Founders Capital Management 510.00%0.01%0.02%Q2 2021Q2 20236
Redwood Investment Management, LLC 410.05%2.31%4.32%Q1 2021Q3 20236
Mangham Associates,LLC 660.13%0.63%1.78%Q4 2021Q1 20236
Huntington Steele LLC 510.07%0.10%0.13%Q3 2016Q1 20186
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q2 2015Q4 20216
Intrua Financial, LLC 510.04%0.14%0.38%Q2 2020Q1 20226
SouthState Corp 660.00%0.00%0.01%Q4 2021Q1 20236
KRAFT ASSET MANAGEMENT, LLC 660.55%0.62%0.66%Q2 2022Q3 20236
CONNABLE OFFICE INC 420.13%1.22%2.08%Q3 2018Q3 20236
Atlas Private Wealth Advisors 660.02%0.02%0.02%Q2 2020Q3 20216
Braver Wealth Management, LLC 421.04%1.89%2.64%Q1 2015Q4 20166
Ledyard National Bank 660.00%0.01%0.01%Q3 2017Q4 20186
Davidson Capital Management Inc. 330.01%2.42%5.12%Q1 2021Q3 20236
Bienville Capital Management, LLC 660.51%0.63%0.84%Q3 2016Q4 20176
Tyers Asset Management LLC 660.72%1.03%1.69%Q2 2018Q3 20196
IPG Investment Advisors LLC 510.05%0.07%0.09%Q4 2019Q3 20216
Allen Capital Group, LLC 310.03%0.09%0.13%Q3 2021Q3 20236
Neuburgh Advisers LLC 661.05%1.55%2.55%Q2 2018Q3 20196
LBA Wealth Management, LLC 660.00%0.02%0.04%Q4 2015Q1 20176
SJS Investment Consulting Inc. 310.00%0.05%0.10%Q4 2021Q3 20236
Tesco Pension Investment Ltd 662.12%2.53%4.22%Q2 2017Q3 20186
ROBERTS GLORE & CO INC /IL/ 660.07%0.08%0.10%Q1 2021Q2 20226
Nikulski Financial, Inc. 660.18%0.22%0.28%Q3 2018Q4 20196
B & T Capital Management DBA Alpha Capital Management 310.15%0.46%0.61%Q1 2018Q1 20206
Karn, Couzens & Associates, Inc. 660.19%0.26%0.32%Q4 2020Q1 20226
TWIN CAPITAL MANAGEMENT INC 660.19%0.22%0.24%Q2 2019Q3 20206
CORRADO ADVISORS, LLC 510.13%0.18%0.21%Q1 2022Q3 20236
Bouchey Financial Group Ltd 660.10%1.52%2.21%Q4 2018Q1 20206
SCS Capital Management LLC 660.08%0.27%1.21%Q2 2022Q3 20236
FMA ADVISORY INC 410.06%0.10%0.12%Q1 2018Q1 20216
Prosperity Planning, Inc. 420.06%0.08%0.10%Q2 2021Q2 20236
LexAurum Advisors, LLC 330.06%0.15%0.26%Q2 2021Q3 20236
Silicon Valley Community Foundation 510.63%3.93%8.08%Q4 2020Q3 20226
Squar Milner Financial Services LLC 410.00%0.36%1.44%Q2 2018Q2 20206
Addison Advisors LLC 420.00%0.00%0.00%Q2 2021Q1 20236
TIVERTON ASSET MANAGEMENT LLC 662.31%5.18%11.28%Q2 2018Q3 20196
Corsicana & Co. 661.25%1.34%1.45%Q2 2021Q3 20226
Chicago Wealth Management, Inc. 313.43%7.99%12.63%Q4 2019Q2 20236
My Legacy Advisors, LLC 420.11%0.62%0.96%Q1 2022Q3 20236
Jacobsen Capital Management 662.69%3.48%4.18%Q2 2022Q3 20236
First Command Financial Services, Inc. 210.00%0.00%0.01%Q1 2018Q1 20236
Johanson Financial Advisors, Inc. 510.09%0.12%0.14%Q4 2019Q4 20216
MEANS INVESTMENT CO., INC. 660.08%0.21%0.42%Q4 2018Q1 20206
Forbes Financial Planning, Inc. 510.29%2.97%3.93%Q4 2021Q3 20236
Farmers & Merchants Trust Co of Chambersburg PA 310.02%0.03%0.07%Q1 2021Q3 20236
Blue Trust, Inc. 662.42%2.70%3.04%Q2 2022Q3 20236
Accuvest Global Advisors 660.31%1.05%3.16%Q1 2017Q2 20186
CLOUGH CAPITAL PARTNERS L P 210.01%0.19%0.75%Q4 2013Q1 20166
Vident Investment Advisory, LLC 660.00%0.02%0.04%Q1 2022Q2 20236
GP Brinson Investments LLC 661.47%1.77%2.12%Q1 2021Q2 20226
WHALEROCK POINT PARTNERS, LLC 660.08%0.15%0.20%Q2 2017Q3 20186
Freedman Financial Associates, Inc. 660.15%0.17%0.20%Q4 2020Q1 20226
Atlas Private Wealth Management, LLC 660.03%0.05%0.06%Q4 2019Q1 20216
Rafferty Asset Management, LLC 660.08%0.21%0.32%Q1 2019Q2 20206
Sequoia Wealth Management, LLC 410.37%1.22%2.79%Q4 2017Q3 20196
CUMBERLAND ADVISORS INC 210.08%1.86%3.38%Q2 2013Q4 20216
Tower View Wealth Management LLC 660.02%0.02%0.02%Q3 2018Q4 20196
Flinton Capital Management LLC 660.86%1.24%2.03%Q2 2018Q3 20196
Stevens First Principles Investment Advisors 660.00%0.00%0.00%Q1 2017Q2 20186
Laurel Grove Capital, LLC 660.12%0.13%0.13%Q2 2017Q3 20186
Financial Strategies Group, Inc. 410.08%0.10%0.13%Q4 2021Q3 20236
Eagle Strategies LLC 660.16%0.58%1.15%Q2 2022Q3 20236
LAU ASSOCIATES LLC 660.37%0.45%0.48%Q3 2018Q4 20196
KLINGENSTEIN FIELDS & CO LP 660.01%0.01%0.02%Q4 2020Q1 20226
Coston, McIsaac & Partners 660.00%0.02%0.04%Q2 2022Q3 20236
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 660.00%0.00%0.00%Q4 2020Q1 20226
Morton Brown Family Wealth, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Virtu Financial LLC 410.01%0.07%0.12%Q1 2014Q3 20186
Institute for Wealth Management, LLC. 310.00%0.06%0.09%Q2 2017Q3 20216
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 420.16%0.29%0.49%Q2 2021Q1 20236
Ferris Capital, LLC 510.00%0.05%0.27%Q1 2018Q4 20196
SAGE FINANCIAL GROUP INC 420.05%0.13%0.43%Q4 2021Q3 20236
TOCQUEVILLE ASSET MANAGEMENT L.P. 660.03%0.09%0.22%Q2 2022Q3 20236
Wellspring Financial Advisors, LLC 660.18%0.87%1.91%Q2 2022Q3 20236
Seven Springs Wealth Group, LLC 660.08%1.97%5.29%Q4 2019Q1 20216
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 660.08%0.10%0.13%Q4 2020Q1 20226
Adero Partners, LLC 410.03%0.05%0.07%Q2 2021Q1 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 310.04%0.14%0.23%Q4 2020Q1 20235
Global Wealth Strategies & Associates 550.12%3.38%5.15%Q4 2022Q4 20235
B.O.S.S. Retirement Advisors, LLC 550.79%0.81%0.85%Q4 2022Q4 20235
Wellesley Investment Partners, LLC 550.14%0.15%0.17%Q3 2019Q3 20205
James J. Burns & Company, LLC 550.68%0.85%1.04%Q3 2022Q3 20235
Rollins Financial 410.06%0.09%0.13%Q1 2022Q2 20235
Maryland Capital Management 550.02%0.04%0.05%Q1 2021Q1 20225
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.05%Q4 2021Q3 20235
Trexquant Investment LP 110.03%0.09%0.18%Q3 2019Q3 20235
Vista Private Wealth Partners. LLC 550.14%0.30%0.36%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.02%0.03%0.07%Q4 2019Q2 20225
ZACKS INVESTMENT MANAGEMENT 410.00%0.00%0.00%Q3 2021Q4 20225
1ST SOURCE BANK 550.06%0.07%0.08%Q4 2020Q4 20215
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.01%0.31%0.62%Q4 2021Q3 20235
TOTAL INVESTMENT MANAGEMENT INC 210.20%0.24%0.35%Q4 2018Q1 20215
BB&T INVESTMENT SERVICES, INC. 550.02%0.04%0.06%Q4 2016Q4 20175
SHUFRO ROSE & CO LLC 210.02%0.15%0.42%Q4 2021Q3 20235
Cutter & CO Brokerage, Inc. 550.06%0.08%0.08%Q3 2020Q3 20215
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q4 2013Q4 20145
MGO Private Wealth, LLC 550.28%1.70%2.76%Q3 2022Q3 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
LEAVELL INVESTMENT MANAGEMENT, INC. 550.04%0.11%0.14%Q3 2022Q3 20235
Farmers National Bank 320.06%0.06%0.07%Q4 2017Q2 20195
CASTLE WEALTH MANAGEMENT LLC 550.13%0.15%0.19%Q2 2022Q2 20235
Y-Intercept (Hong Kong) Ltd 320.02%0.12%0.31%Q1 2021Q3 20235
Ilmarinen Mutual Pension Insurance Co 550.84%2.69%6.09%Q3 2019Q3 20205
ELEMENT POINTE ADVISORS, LLC 320.06%0.39%0.94%Q1 2021Q2 20235
MIRSKY FINANCIAL MANAGEMENT CORP. 550.17%0.18%0.19%Q4 2020Q4 20215
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
FIRST COMMUNITY TRUST NA 550.05%0.06%0.06%Q4 2021Q4 20225
UNITED BANK 550.06%0.07%0.08%Q4 2017Q4 20185
DB Wealth Management Group, LLC 550.01%0.03%0.03%Q4 2020Q4 20215
Beta Wealth Group, Inc. 550.92%0.98%1.11%Q4 2020Q4 20215
Oxinas Partners Wealth Management LLC 550.21%0.30%0.35%Q4 2020Q4 20215
Lion Street Advisors, LLC 551.03%1.48%1.98%Q4 2019Q4 20205
Elk River Wealth Management, LLC 550.25%1.44%2.34%Q4 2020Q4 20215
Clean Yield Group 410.02%0.04%0.05%Q4 2020Q1 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 320.00%0.19%0.55%Q1 2022Q3 20235
Welch Group, LLC 550.04%0.11%0.20%Q3 2013Q3 20145
FORTE CAPITAL LLC /ADV 550.03%0.04%0.04%Q1 2021Q1 20225
RVW Wealth, LLC 310.00%0.02%0.04%Q3 2021Q3 20235
REDW Wealth LLC 410.11%0.18%0.28%Q2 2022Q3 20235
SWISS RE LTD 551.54%5.25%10.99%Q2 2018Q2 20195
Frontier Wealth Management LLC 410.02%0.17%0.75%Q3 2020Q2 20225
HARVEST VOLATILITY MANAGEMENT LLC 558.66%9.76%11.40%Q4 2020Q4 20215
Western Pacific Wealth Management, LP 410.00%0.00%0.00%Q1 2022Q3 20235
ANCHOR CAPITAL ADVISORS LLC 410.01%0.04%0.17%Q4 2014Q3 20165
Verition Fund Management LLC 210.01%0.27%1.17%Q2 2013Q2 20205
COMMONWEALTH BANK OF AUSTRALIA 550.00%0.01%0.01%Q2 2015Q2 20165
Allegis Investment Advisors, LLC 210.01%0.66%1.08%Q4 2015Q3 20175
Crane Advisory, LLC 551.09%1.30%1.52%Q3 2022Q3 20235
CFO4Life Group, LLC 410.04%0.54%2.43%Q4 2018Q3 20235
NorthLanding Financial Partners, LLC 552.98%3.28%3.74%Q3 2022Q3 20235
KENFARB & CO. 550.01%0.01%0.01%Q3 2022Q3 20235
Center For Asset Management LLC 550.31%0.44%0.53%Q1 2021Q1 20225
Beacon Pointe Wealth Advisors, LLC 550.42%0.53%0.60%Q4 2018Q4 20195
MADISON WEALTH MANAGEMENT 410.04%0.06%0.07%Q4 2021Q3 20235
All Season Financial Advisors, Inc. 311.48%1.94%2.78%Q2 2021Q2 20235
Financial Council Asset Management Inc 410.63%2.49%3.27%Q4 2021Q3 20235
LEO BROKERAGE, LLC 210.04%0.08%0.18%Q3 2020Q2 20235
Harborview Advisors, LLC 550.19%0.49%0.76%Q1 2020Q1 20215
Zullo Investment Group, Inc. 550.02%0.03%0.03%Q4 2021Q4 20225
Kinsight, LLC 410.16%1.17%3.93%Q4 2013Q3 20165
Greystone Financial Group, LLC 550.28%0.58%0.78%Q1 2021Q1 20225
RIVERHEAD CAPITAL MANAGEMENT LLC 550.21%0.22%0.23%Q3 2018Q3 20195
Ensign Peak Advisors, Inc 550.59%0.71%0.77%Q4 2019Q4 20205
Vontobel Swiss Wealth Advisors AG 550.45%0.74%0.85%Q2 2020Q2 20215
Winch Advisory Services, LLC 410.00%0.00%0.00%Q1 2015Q4 20195
C Partners Holding GmbH 550.76%16.85%23.72%Q2 2022Q2 20235
NCM Capital Management, LLC 550.18%0.22%0.25%Q4 2021Q4 20225
Bluefin Trading, LLC 210.02%0.34%1.29%Q2 2013Q3 20195
Patriot Wealth Management, Inc. 550.06%0.07%0.08%Q4 2017Q4 20185
Asset Allocation & Management Company, LLC 320.13%0.83%1.74%Q4 2019Q2 20215
Colonial River Wealth Management, LLC 320.23%0.29%0.38%Q4 2020Q1 20225
Perfromance Wealth Partners, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Meridian Wealth Partners, LLC 320.01%0.75%1.29%Q4 2020Q3 20235
Alberta Investment Management Corp 210.00%0.05%0.20%Q4 2021Q3 20235
WHITENER CAPITAL MANAGEMENT, INC. 410.00%0.00%0.00%Q1 2018Q2 20195
Cornerstone Financial Partners, LLC 550.19%0.61%1.31%Q4 2016Q4 20175
WealthTrust Fairport, LLC 550.00%0.31%0.96%Q1 2018Q1 20195
Wealth Advisory Solutions, LLC 410.31%0.45%0.75%Q4 2019Q2 20225
Wealth & Pension Services Group, Inc. 550.45%0.49%0.53%Q3 2018Q3 20195
BEAM WEALTH ADVISORS, INC. 210.65%0.83%1.09%Q4 2019Q3 20225
Towerpoint Wealth, LLC 410.10%0.37%0.51%Q2 2021Q3 20225
Gupta Wealth Management LLC 550.01%0.07%0.14%Q1 2015Q1 20165
Texas Capital Bank Wealth Management Services Inc 550.23%0.32%0.46%Q4 2020Q4 20215
ERTS Wealth Advisors, LLC 550.14%2.40%4.06%Q4 2018Q4 20195
Apeiron RIA LLC 410.08%1.02%1.90%Q2 2022Q3 20235
Horizon Family Wealth, Inc. 550.55%0.64%0.72%Q4 2021Q4 20225
Fi3 FINANCIAL ADVISORS, LLC 550.22%0.32%0.63%Q3 2022Q3 20235
Secrest Blakey & Associates, LLC 550.26%0.28%0.30%Q4 2017Q4 20185
Horizons Wealth Management 550.01%0.02%0.05%Q4 2022Q4 20235
Calamos Advisors LLC 550.00%0.01%0.01%Q3 2017Q3 20185
Karpus Management, Inc. 550.02%0.16%0.73%Q3 2022Q3 20235
Quadrant Capital Management, LLC 552.49%2.67%2.75%Q4 2018Q4 20195
FSM Wealth Advisors, LLC 550.15%0.19%0.24%Q2 2022Q2 20235
BARRETT & COMPANY, INC. 550.07%0.07%0.08%Q3 2022Q3 20235
Knott David M Jr 550.01%0.01%0.01%Q2 2022Q2 20235
Glassy Mountain Advisors, Inc. 310.18%1.50%2.13%Q4 2021Q2 20235
Hills Bank & Trust Co 550.03%0.04%0.06%Q3 2022Q3 20235
Pension Partners, LLC 219.23%29.39%37.19%Q3 2015Q3 20195
Gilbert & Cook, Inc. 550.09%0.11%0.16%Q3 2022Q3 20235
BARING ASSET MANAGEMENT Ltd 550.08%0.11%0.15%Q1 2016Q1 20175
Liberty Mutual Group Asset Management Inc. 551.21%1.69%2.01%Q4 2017Q4 20185
Beacon Financial Advisory LLC 320.12%0.23%0.34%Q4 2020Q3 20235
Royal Harbor Partners, LLC 211.96%2.08%2.20%Q4 2019Q2 20235
First Western Trust Bank 320.01%0.01%0.02%Q1 2022Q3 20235
Security Financial Services, INC. 310.06%0.08%0.10%Q1 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Octavia Wealth Advisors, LLC 410.06%0.97%4.47%Q4 2020Q3 20235
Virtus Family Office LLC 552.86%3.62%4.39%Q3 2022Q3 20235
BG Investment Services, Inc. 557.05%7.75%8.12%Q4 2021Q4 20225
MACKENZIE FINANCIAL CORP 210.00%0.01%0.04%Q1 2015Q3 20205
FIRST NATIONAL BANK OF OMAHA 310.01%0.01%0.02%Q3 2019Q3 20225
PACES FERRY WEALTH ADVISORS, LLC 410.01%0.22%0.52%Q3 2020Q3 20235
Tidal Investments LLC 310.01%2.58%9.67%Q2 2020Q2 20235
Colonial Trust Co / SC 550.16%0.44%0.58%Q3 2022Q3 20235
PROFESSIONAL ADVISORY SERVICES INC 551.46%2.12%2.31%Q1 2022Q1 20235
RBF Capital, LLC 320.07%0.47%1.23%Q3 2018Q3 20225
Baker Avenue Asset Management, LP 410.00%0.01%0.02%Q4 2017Q3 20235
TITLEIST CAPITAL, LLC 551.00%1.19%1.32%Q4 2021Q4 20225
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
CENTRAL BANK & TRUST CO 310.00%0.00%0.00%Q1 2018Q3 20225
Your Advocates Ltd., LLP 310.00%0.00%0.01%Q2 2022Q3 20234
Sequent Asset Management, LLC 310.36%0.41%0.46%Q4 2020Q3 20224
Koesten, Hirschmann & Crabtree, INC. 442.00%2.96%3.91%Q4 2022Q3 20234
Lourd Capital, LLC 440.02%0.02%0.02%Q3 2018Q2 20194
Liquid Strategies, LLC 440.64%0.77%0.85%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Better Money Decisions, LLC 310.06%0.10%0.12%Q1 2021Q2 20224
Mariner Wealth Advisors-Cincinnati, LLC 440.02%0.02%0.04%Q4 2017Q3 20184
AVALON CAPITAL MANAGEMENT 440.13%2.55%3.65%Q4 2022Q3 20234
ONE PLUS ONE WEALTH MANAGEMENT, LLC 440.76%1.58%2.51%Q4 2021Q3 20224
FIRST HORIZON CORP 440.00%0.00%0.01%Q3 2020Q2 20214
ARGA Investment Management, LP 440.33%0.47%0.64%Q2 2019Q1 20204
FutureAdvisor, Inc. 448.18%8.50%8.98%Q4 2014Q3 20154
Fidelis Capital Partners, LLC 440.33%0.52%0.71%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.56%0.67%0.80%Q4 2022Q3 20234
Keystone Financial Services 442.88%4.39%5.60%Q4 2022Q3 20234
JOURNEY STRATEGIC WEALTH LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Register Financial Advisors LLC 440.03%0.05%0.08%Q4 2022Q3 20234
CONSILIO WEALTH ADVISORS, LLC 440.30%0.61%1.09%Q4 2021Q3 20224
Strategic Wealth Partners Group, LLC 310.04%0.10%0.14%Q4 2019Q4 20214
Pegasus Partners Ltd. 440.29%0.37%0.60%Q4 2015Q3 20164
Executive Wealth Management, LLC 440.08%0.14%0.19%Q4 2018Q3 20194
Phillips Wealth Planners LLC 440.37%0.41%0.51%Q4 2022Q3 20234
Biechele Royce Advisors 440.08%0.14%0.21%Q4 2022Q3 20234
AXS Investments LLC 220.07%0.18%0.28%Q1 2021Q1 20224
Aviance Capital Partners, LLC 310.07%0.11%0.23%Q1 2019Q1 20214
BRADY FAMILY WEALTH, LLC 440.11%0.14%0.16%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Blue Barn Wealth, LLC 440.27%0.31%0.34%Q4 2022Q3 20234
Kovitz Investment Group Partners, LLC 310.00%0.02%0.02%Q1 2019Q3 20214
Integrity Advisory, LLC 440.47%0.84%1.42%Q1 2022Q4 20224
ENZI WEALTH 440.14%0.27%0.38%Q3 2022Q2 20234
ROBERTSON STEPHENS ADVISORS LLC 440.20%0.55%1.20%Q4 2016Q3 20174
LAM GROUP, INC. 442.62%2.76%3.00%Q4 2022Q3 20234
All Terrain Financial Advisors, LLC 440.08%0.10%0.11%Q4 2017Q3 20184
ETRADE Capital Management LLC 440.05%0.34%0.74%Q2 2019Q1 20204
WADDELL & ASSOCIATES, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
Russell Investments Group, Ltd. 310.00%0.02%0.04%Q4 2016Q3 20234
University of Pittsburgh - Of the Commonwealth System of Higher Education 4437.87%76.90%99.74%Q4 2022Q3 20234
Norway Savings Bank 440.00%0.00%0.00%Q1 2022Q4 20224
Family Investment Center, Inc. 441.26%1.38%1.55%Q4 2022Q3 20234
Fifth Third Wealth Advisors LLC 440.93%1.51%2.48%Q1 2023Q4 20234
Kooman & Associates 440.26%0.34%0.52%Q4 2022Q3 20234
Redhawk Wealth Advisors, Inc. 310.07%0.08%0.09%Q2 2019Q3 20204
Orbitronix, LP 331.10%1.80%3.32%Q4 2014Q2 20154
New Hampshire Trust 440.70%0.76%0.88%Q4 2022Q3 20234
Minot Wealth Management LLC 440.05%0.06%0.06%Q2 2021Q1 20224
CoreCap Advisors, LLC 310.00%0.02%0.02%Q4 2021Q4 20224
Corient Capital Partners, LLC 440.09%0.15%0.23%Q4 2021Q3 20224
BBJS FINANCIAL ADVISORS, LLC 443.83%3.93%4.05%Q4 2022Q3 20234
Delek Group, Ltd. 440.08%0.12%0.16%Q4 2017Q3 20184
MILESTONE WEALTH, LLC 440.07%0.08%0.08%Q4 2021Q3 20224
Foothills Asset Management, Ltd. 440.16%0.22%0.25%Q2 2019Q1 20204
Roof Eidam Maycock Peralta, LLC 210.08%0.18%0.29%Q4 2015Q4 20204
RGT Wealth Advisors, LLC 440.25%1.53%4.12%Q4 2021Q3 20224
Sentinus, LLC 440.17%1.37%2.65%Q3 2022Q2 20234
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.00%0.00%Q4 2017Q1 20204
ARROW FINANCIAL CORP 440.00%0.00%0.00%Q2 2021Q1 20224
D'Orazio & Associates, Inc. 310.00%0.00%0.00%Q2 2017Q3 20214
CIC Wealth, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
BBR PARTNERS, LLC 440.12%0.13%0.14%Q3 2019Q2 20204
Family Asset Management, LLC 440.43%0.68%0.96%Q4 2022Q3 20234
JDM Financial Group LLC 440.79%0.84%0.94%Q4 2022Q3 20234
First County Bank /CT/ 440.22%0.27%0.30%Q4 2022Q3 20234
STOCK YARDS BANK & TRUST CO 440.03%0.03%0.03%Q2 2017Q1 20184
Verum Partners LLC 440.44%0.81%1.04%Q4 2022Q3 20234
Park Place Capital Corp 440.80%0.96%1.07%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 445.18%6.28%6.85%Q4 2022Q3 20234
Meredith Wealth Planning 440.18%0.20%0.22%Q4 2022Q3 20234
Independence Trust CO 440.64%0.66%0.68%Q1 2017Q4 20174
Clarus Wealth Advisors 443.19%4.69%5.78%Q4 2017Q3 20184
SG Americas Securities, LLC 110.00%0.03%0.09%Q2 2014Q3 20204
Financial Freedom, LLC 440.07%0.12%0.15%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.41%2.53%2.67%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.56%1.27%1.82%Q4 2022Q3 20234
Hassell Wealth Management, LLC 440.34%0.35%0.37%Q4 2022Q3 20234
Elgethun Capital Management 444.56%4.94%5.64%Q4 2022Q3 20234
Eley Financial Management, Inc 441.04%1.05%1.08%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.14%0.18%0.20%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.37%0.78%1.05%Q4 2022Q3 20234
FORT PITT CAPITAL GROUP, LLC 210.00%0.02%0.04%Q4 2020Q4 20224
Capital Planning LLC 440.08%0.09%0.10%Q4 2020Q3 20214
PACIFIC FINANCIAL GROUP INC 441.17%1.24%1.34%Q1 2019Q4 20194
TFB Advisors LLC 441.16%1.96%3.38%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
New Republic Capital, LLC 440.57%0.67%0.72%Q4 2022Q3 20234
Geneva Advisors, LLC 440.00%0.01%0.01%Q3 2016Q2 20174
Cyndeo Wealth Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.60%1.40%3.69%Q4 2022Q4 20234
Dakota Community Bank & Trust NA 220.09%0.37%1.19%Q3 2022Q3 20234
FURE FINANCIAL CORP 312.63%4.87%7.35%Q4 2019Q1 20214
QCM Cayman, Ltd. 310.29%3.56%13.04%Q4 2019Q4 20204
IFG Advisors, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Corient Private Wealth LLC 440.42%0.48%0.56%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 310.02%0.03%0.03%Q1 2021Q3 20234
STEVENS CAPITAL PARTNERS 440.32%0.36%0.40%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.07%0.78%1.07%Q4 2022Q3 20234
PRIVATE MANAGEMENT GROUP INC 310.01%0.01%0.02%Q2 2022Q3 20234
AGF MANAGEMENT LTD 440.00%0.00%0.01%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 442.22%2.28%2.35%Q4 2022Q3 20234
VAN ECK ASSOCIATES CORP 440.00%0.00%0.00%Q1 2021Q4 20214
KHP Capital, LLC 445.58%6.07%6.51%Q4 2017Q3 20184
CHAPIN DAVIS, INC. 440.23%0.25%0.26%Q4 2022Q3 20234
LWMG, LLC 440.93%1.06%1.17%Q4 2022Q3 20234
JUMP TRADING, LLC 220.10%0.84%1.60%Q2 2019Q2 20204
FIDUCIARY TRUST INTERNATIONAL LLC 440.05%0.06%0.07%Q2 2019Q1 20204
MRP Capital Investments, LLC 440.24%0.25%0.28%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 441.97%2.06%2.11%Q4 2022Q3 20234
Live Oak Investment Partners 440.02%0.03%0.03%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
Callan Family Office, LLC 440.29%0.35%0.52%Q4 2022Q3 20234
New World Advisors LLC 210.00%0.47%1.68%Q1 2019Q2 20224
Sound Stewardship, LLC 440.22%0.25%0.30%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
AMUNDI ASSET MANAGEMENT US, INC. 310.01%0.01%0.01%Q3 2013Q2 20174
RF&L WEALTH MANAGEMENT, LLC 441.61%1.65%1.73%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.16%0.42%0.71%Q1 2023Q4 20234
Bleakley Financial Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 443.84%4.07%4.36%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
First Ascent Asset Management, LLC 440.25%0.30%0.38%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Benchmark Financial Wealth Advisors, LLC 443.78%4.94%6.60%Q3 2018Q2 20194
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.28%0.30%0.32%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.12%0.16%0.18%Q3 2022Q2 20234
Fiduciary Planning LLC 310.00%0.10%0.42%Q4 2019Q1 20214
Mendota Financial Group, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Dakota Wealth Management 310.01%0.03%0.07%Q2 2022Q3 20234
Andesa Financial Management Inc. 441.12%1.22%1.42%Q4 2017Q3 20184
VisionPoint Advisory Group, LLC 310.02%0.09%0.12%Q1 2019Q3 20234
Strategic Wealth Management Group, LLC 440.15%0.16%0.18%Q3 2020Q2 20214
Delap Wealth Advisory, LLC 441.40%3.12%4.63%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.01%0.02%0.03%Q2 2020Q2 20214
Great Waters Wealth Management 440.04%0.05%0.06%Q4 2022Q3 20234
Northside Capital Management, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Breakwater Capital Group 440.09%0.12%0.14%Q4 2022Q3 20234
MinichMacGregor Wealth Management, LLC 310.00%0.07%0.26%Q1 2018Q1 20204
CATALYST FINANCIAL PARTNERS LLC 442.20%2.28%2.38%Q4 2022Q3 20234
Concert Wealth Management Inc. 440.07%0.25%0.38%Q3 2016Q2 20174
Fulcrum Equity Management 210.02%0.11%0.24%Q4 2018Q2 20214
Signature Wealth Management Group 440.02%0.02%0.02%Q4 2017Q3 20184
Arcadia Wealth Management, LLC 440.65%3.04%5.50%Q4 2022Q3 20234
Lighthouse Financial Advisors, Inc. 310.03%0.08%0.10%Q4 2019Q4 20204
DDFG, Inc 440.31%0.33%0.34%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 441.39%1.48%1.60%Q4 2022Q3 20234
B. Riley Financial, Inc. 440.07%0.07%0.08%Q3 2017Q2 20184
Smallwood Wealth Investment Management, LLC 440.50%1.34%1.77%Q4 2021Q3 20224
CIDEL ASSET MANAGEMENT INC 440.01%0.02%0.04%Q1 2021Q4 20214
Tillman Hartley LLC 440.36%0.38%0.39%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.57%0.59%0.61%Q4 2022Q3 20234
Shone Asset Management LLC 440.66%0.68%0.70%Q1 2020Q4 20204
Keeley-Teton Advisors, LLC 210.01%0.02%0.03%Q1 2018Q3 20214
SWMG, LLC 440.39%1.71%3.30%Q3 2022Q2 20234
Pembroke Management, LTD 440.67%0.76%0.92%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.38%0.39%0.43%Q4 2022Q3 20234
SUNFLOWER BANK, NA WEALTH MANAGEMENT 210.16%0.98%1.32%Q1 2018Q3 20204
Main Management ETF Advisors, LLC 446.18%6.83%7.36%Q4 2017Q3 20184
Wealthsimple Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
Watson Rebecca 440.22%0.79%2.44%Q4 2019Q3 20204
Gresham Partners, LLC 4440.40%55.58%79.45%Q2 2019Q1 20204
Hoese & Co LLP 440.02%0.03%0.03%Q2 2021Q1 20224
Americana Partners, LLC 310.03%0.33%0.88%Q4 2019Q3 20234
SageView Advisory Group, LLC 440.55%0.58%0.62%Q4 2022Q3 20234
SIENA CAPITAL LLC 440.10%0.13%0.16%Q4 2021Q3 20224
LeJeune Puetz Investment Counsel LLC 440.06%0.06%0.06%Q2 2022Q1 20234
Simplicity Wealth,LLC 444.17%4.45%4.89%Q4 2022Q3 20234
HWG Holdings LP 220.00%0.00%0.01%Q1 2018Q1 20214
NewFocus Financial Group, LLC 310.10%0.18%0.31%Q4 2015Q1 20204
AVIANCE CAPITAL MANAGEMENT, LLC 440.00%0.01%0.01%Q2 2017Q1 20184
Westover Capital Advisors, LLC 440.78%1.49%2.16%Q3 2018Q2 20194
Advisors Preferred, LLC 310.02%0.03%0.04%Q3 2016Q3 20174
First Citizens Asset Management, Inc. 444.07%4.52%4.99%Q4 2022Q3 20234
McCarthy Asset Management, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Mach-1 Financial Group, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
ARS Wealth Advisors, LLC 310.04%0.06%0.10%Q1 2018Q2 20214
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Crosspoint Capital Strategies, LLC 220.03%0.06%0.15%Q4 2013Q4 20154
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Allegiance Financial Group Advisory Services LLC 440.58%0.89%1.15%Q4 2022Q3 20234
ETF Store, Inc. 440.23%0.28%0.32%Q4 2022Q3 20234
Capital One Investing, Inc. 442.51%2.81%2.95%Q4 2018Q3 20194
FINANCIAL MANAGEMENT NETWORK INC 440.10%0.11%0.13%Q4 2020Q3 20214
HCR Wealth Advisors 310.04%0.06%0.07%Q3 2021Q3 20234
Goldstein Advisors, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Manifold Partners, LLC 446.07%10.80%12.63%Q3 2017Q2 20184
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 440.35%0.41%0.44%Q1 2017Q4 20174
Parkside Advisors LLC 440.15%1.61%2.13%Q1 2023Q4 20234
KM Capital Management Ltd. 440.74%2.47%4.12%Q4 2022Q3 20234
Thrive Capital Management, LLC 440.23%0.44%0.68%Q4 2020Q3 20214
First Farmers & Merchants Bank / Trust 440.77%0.81%0.83%Q4 2021Q3 20224
Life Planning Partners, Inc 443.21%3.75%4.14%Q4 2021Q3 20224
First Capital Advisors Group, LLC. 210.00%0.41%1.48%Q4 2018Q2 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.08%0.11%0.12%Q2 2017Q1 20184
Wolf Group Capital Advisors 440.21%0.26%0.29%Q4 2014Q3 20154
Segment Wealth Management, LLC 440.36%0.39%0.42%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
American Assets Investment Management, LLC 441.23%1.26%1.29%Q3 2018Q2 20194
DFPG INVESTMENTS, LLC 440.04%0.18%0.26%Q4 2022Q3 20234
Paragon Capital Management LLC 310.00%0.21%0.40%Q4 2017Q1 20194
Enterprise Trust & Investment Co 440.02%0.02%0.02%Q2 2019Q1 20204
Thomas J. Herzfeld Advisors, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
Syverson Strege & Co 440.02%0.03%0.03%Q4 2020Q3 20214
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Saban Capital Group LLC 442.45%2.79%3.17%Q4 2018Q3 20194
Threshold Group LLC 330.20%0.21%0.21%Q1 2017Q3 20173
OXFORD ASSET MANAGEMENT LLP 330.02%0.03%0.03%Q1 2017Q3 20173
Consolidated Portfolio Review Corp 330.11%0.11%0.13%Q1 2023Q3 20233
PFG Investments, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Integrated Investment Consultants, LLC 210.03%0.21%0.41%Q1 2018Q1 20203
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
PRIO WEALTH LIMITED PARTNERSHIP 330.01%0.01%0.01%Q4 2020Q2 20213
PCA Investment Advisory Services Inc. 330.14%0.16%0.17%Q1 2023Q3 20233
ABLE Financial Group, LLC 331.64%1.66%1.68%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.93%1.00%1.12%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
ORG Partners LLC 330.10%0.55%0.93%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 332.50%2.55%2.58%Q1 2023Q3 20233
Regis Acquisition Inc. 334.00%4.53%4.89%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.00%0.01%Q1 2020Q2 20213
Barnett & Company, Inc. 330.02%0.02%0.02%Q3 2019Q1 20203
Knollwood Investment Advisory, LLC 333.91%6.12%7.57%Q4 2022Q2 20233
Clear Creek Financial Management, LLC 210.08%0.99%2.81%Q3 2020Q3 20233
Portfolio Strategies Inc 330.17%0.20%0.23%Q2 2017Q4 20173
Requisite Capital Management, LLC 332.26%2.42%2.52%Q4 2018Q2 20193
Sonora Investment Management, LLC 110.00%0.00%0.01%Q2 2017Q3 20213
Marquette Asset Management, LLC 330.03%0.03%0.03%Q3 2019Q1 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.04%0.06%Q4 2017Q3 20183
Sawyer & Company, Inc 330.00%0.01%0.01%Q4 2022Q2 20233
BANK OF STOCKTON 332.24%2.61%2.96%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.19%0.55%Q4 2017Q4 20183
Liberty Capital Management, Inc. 330.17%0.18%0.18%Q2 2019Q4 20193
Performa Ltd (US), LLC 330.13%0.13%0.13%Q3 2021Q1 20223
Spearhead Capital Advisors, LLC 330.05%1.59%4.68%Q1 2022Q3 20223
COZAD ASSET MANAGEMENT INC 330.03%0.03%0.03%Q2 2021Q4 20213
ALTFEST L J & CO INC 210.08%1.16%3.11%Q4 2018Q3 20203
Ayalon Insurance Comp Ltd. 330.47%0.58%0.65%Q1 2023Q3 20233
Atwater Malick LLC 333.86%3.91%3.97%Q4 2018Q2 20193
SMITH CAPITAL MANAGEMENT INC /AR/ADV 330.19%0.53%0.72%Q1 2020Q3 20203
LGT CAPITAL PARTNERS LTD. 338.38%8.64%9.03%Q2 2014Q4 20143
Integrated Wealth Management 210.00%0.03%0.07%Q4 2015Q3 20163
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.05%0.06%0.07%Q3 2018Q1 20193
BALASA DINVERNO & FOLTZ LLC 210.02%0.02%0.03%Q3 2020Q2 20213
Scarborough Advisors, LLC 331.88%2.21%2.55%Q1 2023Q3 20233
BECKER CAPITAL MANAGEMENT INC 331.48%1.51%1.55%Q1 2023Q3 20233
Horst & Graben Wealth Management LLC 332.08%2.83%3.21%Q1 2023Q3 20233
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Genesis Wealth Advisors, LLC 330.03%0.26%0.66%Q4 2014Q2 20153
WOLVERINE ASSET MANAGEMENT LLC 330.00%0.01%0.03%Q4 2018Q2 20193
ONE Advisory Partners, LLC 330.17%0.23%0.27%Q1 2023Q3 20233
AGILIS PARTNERS LLC 330.36%2.89%4.41%Q1 2019Q3 20193
CAHABA WEALTH MANAGEMENT, INC. 210.03%0.03%0.04%Q1 2022Q4 20223
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.00%0.02%0.04%Q4 2017Q2 20183
RATIONAL ADVISORS LLC 330.00%1.22%2.73%Q3 2020Q1 20213
TRAIN BABCOCK ADVISORS LLC 330.60%0.61%0.62%Q4 2014Q2 20153
MANCHESTER FINANCIAL INC 330.00%0.00%0.01%Q3 2020Q1 20213
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.01%Q4 2021Q3 20233
VESTOR CAPITAL, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
AMUSSEN HUNSAKER ASSOCIATES LLC 330.08%0.12%0.14%Q1 2019Q3 20193
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 330.00%0.00%0.01%Q4 2017Q2 20183
USA FINANCIAL FORMULAS 110.01%0.07%0.19%Q4 2017Q4 20213
EASTERN BANK 330.04%0.65%0.97%Q1 2023Q3 20233
Bruderman Asset Management, LLC 210.00%0.00%0.01%Q2 2015Q1 20193
LOGAN CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.18%0.21%0.25%Q4 2022Q3 20233
Paloma Partners Management Co 210.00%0.02%0.02%Q3 2017Q2 20183
BARINGS LLC 210.01%0.03%0.04%Q1 2017Q1 20213
TIAA CREF TRUST CO FSB/MO 330.01%0.02%0.03%Q3 2016Q1 20173
GW&K Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 330.54%0.74%1.12%Q3 2017Q1 20183
Hamilton Wealth, LLC 330.68%0.71%0.72%Q1 2023Q3 20233
Virginia National Bank 330.51%0.68%0.92%Q1 2022Q3 20223
SILVER OAK SECURITIES, INCORPORATED 210.02%0.02%0.04%Q3 2022Q3 20233
Planning Solutions Group LLC 336.70%6.73%6.75%Q4 2018Q2 20193
Hobart Private Capital, LLC 330.10%0.15%0.18%Q1 2023Q3 20233
Arvest Bank Trust Division 210.02%0.02%0.03%Q3 2019Q3 20213
Clearshares LLC 331.27%1.31%1.34%Q2 2019Q4 20193
D.B. Root & Company, LLC 330.13%0.20%0.24%Q1 2018Q3 20183
EWA, LLC 333.47%4.29%4.99%Q1 2023Q3 20233
Treybourne Wealth Planners, Inc. 330.36%0.39%0.41%Q4 2020Q2 20213
WASHINGTON CAPITAL MANAGEMENT, INC 331.22%1.56%1.92%Q2 2019Q4 20193
Centennial Wealth Advisory LLC 330.44%0.73%0.90%Q4 2020Q2 20213
Arlington Capital Management, Inc. 210.27%3.16%8.87%Q4 2018Q1 20203
Phoenix Wealth Advisors 330.01%0.01%0.01%Q4 2020Q2 20213
Flagship Private Wealth, LLC 330.06%0.07%0.08%Q4 2020Q2 20213
Friedenthal Financial 330.20%0.36%0.46%Q1 2021Q3 20213
Wealth Management Partners, LLC 330.78%1.44%1.80%Q4 2020Q2 20213
Coyle Financial Counsel LLC 331.78%2.21%2.49%Q1 2015Q3 20153
WP Advisors, LLC 210.08%0.08%0.09%Q2 2018Q1 20193
BIP Wealth, LLC 330.06%0.06%0.08%Q1 2023Q3 20233
Blume Capital Management, Inc. 110.00%0.01%0.02%Q1 2017Q1 20203
RFG HOLDINGS, INC. 330.29%0.49%0.62%Q4 2020Q2 20213
FIRETHORN WEALTH PARTNERS, LLC 331.52%2.08%2.40%Q1 2023Q3 20233
Austin Private Wealth, LLC 331.48%2.01%2.28%Q1 2023Q3 20233
Madrona Financial Services, LLC 330.17%0.62%1.22%Q1 2023Q3 20233
Kowal Investment Group, LLC 110.03%0.06%0.08%Q3 2021Q1 20233
Williams Financial, LLC 331.41%2.01%2.34%Q1 2023Q3 20233
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q2 20193
Bridge Advisory, LLC 330.61%0.64%0.65%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
CHILDRESS CAPITAL ADVISORS, LLC 330.16%0.18%0.20%Q1 2021Q3 20213
Headlands Technologies LLC 330.10%0.24%0.33%Q4 2022Q2 20233
BW Gestao de Investimentos Ltda. 331.31%1.69%1.98%Q3 2020Q1 20213
WCG Wealth Advisors LLC 210.06%0.28%0.47%Q2 2022Q3 20233
Buckingham Capital Management, Inc. 210.04%0.04%0.04%Q1 2019Q4 20193
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.02%0.52%1.33%Q1 2017Q3 20203
Regency Capital Management Inc.\DE 330.01%0.62%1.84%Q1 2021Q3 20213
Armor Investment Advisors, LLC 330.03%0.05%0.08%Q3 2017Q1 20183
Great Diamond Partners, LLC 331.78%1.81%1.86%Q1 2023Q3 20233
Dentgroup LLC 330.21%0.22%0.22%Q2 2023Q4 20233
FOSTER DYKEMA CABOT & CO INC/MA 210.06%0.74%1.12%Q4 2017Q1 20203
Crestmont Private Wealth LLC 333.20%3.56%3.97%Q4 2021Q2 20223
Madden Advisory Services, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
JB Capital LLC 332.42%3.32%3.79%Q1 2023Q3 20233
First Command Bank 110.00%0.00%0.01%Q2 2019Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.04%Q3 2022Q3 20233
Activest Wealth Management 210.00%0.02%0.03%Q3 2022Q3 20233
Simply Money Advisors 331.89%2.32%3.10%Q3 2017Q1 20183
Mawer Investment Management Ltd. 330.01%0.01%0.01%Q1 2021Q3 20213
Argent Wealth Management LLC 330.73%0.76%0.80%Q4 2019Q2 20203
DGS Capital Management, LLC 330.17%0.19%0.21%Q4 2021Q2 20223
Silverleafe Capital Partners, LLC 330.38%0.72%1.38%Q2 2019Q4 20193
Price Wealth, LLC 330.29%0.49%0.86%Q1 2020Q3 20203
CLIFFORD SWAN INVESTMENT COUNSEL LLC 330.01%0.01%0.01%Q3 2020Q1 20213
AVAII WEALTH MANAGEMENT, LLC 330.40%0.44%0.46%Q1 2023Q3 20233
Cornerstone Advisors, Inc. 333.57%3.87%4.06%Q4 2018Q2 20193
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
CLEAR STREET MARKETS LLC 110.00%0.15%0.34%Q2 2013Q2 20183
Melone Private Wealth, LLC 330.22%0.25%0.30%Q4 2021Q2 20223
Gallagher Fiduciary Advisors, LLC 331.47%1.54%1.60%Q1 2023Q3 20233
Gerstein Fisher 331.27%1.80%2.35%Q1 2016Q3 20163
JT Stratford LLC 330.06%0.09%0.11%Q1 2023Q3 20233
MONOGRAPH WEALTH ADVISORS, LLC 330.07%0.09%0.10%Q4 2021Q2 20223
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q3 2014Q1 20213
Autus Asset Management, LLC 330.02%0.02%0.03%Q1 2021Q3 20213
TUDOR INVESTMENT CORP ET AL 330.01%0.01%0.01%Q2 2017Q4 20173
Pinnacle Private Wealth, LLC 330.09%0.10%0.11%Q4 2021Q2 20223
D L CARLSON INVESTMENT GROUP INC 330.52%0.56%0.62%Q1 2023Q3 20233
Covestor Ltd 330.00%0.01%0.02%Q1 2023Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 210.02%0.03%0.03%Q4 2015Q3 20163
Ameliora Wealth Management Ltd. 330.08%0.11%0.16%Q1 2023Q3 20233
Chemistry Wealth Management LLC 330.14%0.14%0.14%Q1 2022Q3 20223
REDMONT WEALTH ADVISORS LLC 331.00%1.25%1.38%Q1 2023Q3 20233
Marks Group Wealth Management, Inc 330.42%0.54%0.61%Q1 2023Q3 20233
Dynasty Wealth Management, LLC 330.18%0.51%0.76%Q4 2017Q2 20183
WESPAC Advisors, LLC 210.54%0.89%1.21%Q3 2017Q4 20203
Van Cleef Asset Management,Inc 330.25%0.26%0.28%Q1 2023Q3 20233
Vericrest Private Wealth 332.86%2.97%3.09%Q4 2021Q2 20223
Nilsine Partners, LLC 330.18%0.19%0.21%Q1 2023Q3 20233
AlphaOne Investment Services, LLC 330.03%0.03%0.03%Q3 2017Q1 20183
KARLINSKI ANDREW C 330.08%0.16%0.28%Q1 2022Q3 20223
Roundview Capital LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Aspire Wealth Management Corp 330.34%0.49%0.57%Q1 2023Q3 20233
Keeler Thomas Management LLC 330.17%0.18%0.19%Q3 2021Q1 20223
DHK Financial Advisors, Inc. 332.96%3.15%3.53%Q4 2021Q2 20223
West Wealth Group, LLC 333.29%4.89%5.89%Q1 2023Q3 20233
CLIENT 1ST ADVISORY GROUP, LLC 331.00%1.17%1.29%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 332.16%2.85%3.24%Q4 2021Q2 20223
BMS Financial Advisors, LLC 210.13%0.94%1.74%Q1 2022Q2 20233
W ADVISORS, LLC 210.21%0.53%1.17%Q4 2021Q2 20233
WealthPlan Investment Management, LLC 210.79%0.86%0.95%Q1 2022Q4 20223
SUTTON PLACE INVESTORS LLC 330.55%0.61%0.67%Q1 2023Q3 20233
BAINCO INTERNATIONAL INVESTORS 330.65%0.69%0.75%Q1 2013Q3 20133
Momentum Advisors, LLC 330.69%0.72%0.76%Q2 2022Q4 20223
Parker Investment Management, LLC 210.12%9.23%23.90%Q3 2017Q1 20193
Midwest Professional Planners, LTD. 330.02%0.03%0.03%Q4 2017Q2 20183
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
W.H. Cornerstone Investments Inc. 330.79%0.93%1.11%Q1 2023Q3 20233
Vertex Planning Partners, LLC 330.27%0.37%0.43%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.07%0.08%0.08%Q1 2023Q3 20233
Western Financial Corp/CA 330.18%0.27%0.33%Q1 2023Q3 20233
Wealth Advisors of Iowa, LLC 339.68%11.05%11.80%Q4 2020Q2 20213
DAYMARK WEALTH PARTNERS, LLC 330.03%0.05%0.08%Q1 2023Q3 20233
Beaumont Financial Advisors, LLC 210.02%0.03%0.04%Q4 2022Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Spectrum Planning & Advisory Services Inc. 333.14%4.23%4.93%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
RCS Financial Planning, LLC 330.54%0.60%0.68%Q1 2023Q3 20233
Commonwealth Retirement Investments LLC 330.48%0.63%0.73%Q1 2023Q3 20233
REGIMEN WEALTH, LLC 330.35%0.55%0.70%Q1 2023Q3 20233
Syntegra Private Wealth Group, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.08%0.10%0.12%Q4 2022Q3 20233
New England Capital Financial Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
AlphaQ Advisors LLC 330.55%0.69%0.80%Q1 2023Q3 20233
Beverly Hills Private Wealth, LLC 330.11%0.15%0.20%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.08%0.10%0.13%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.17%0.20%0.22%Q1 2023Q3 20233
FFG RETIREMENT ADVISORS LLC 331.32%2.10%2.58%Q1 2023Q3 20233
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
PFG Private Wealth Management, LLC 110.00%0.01%0.02%Q2 2022Q3 20232
Horan Capital Advisors, LLC. 220.16%0.16%0.17%Q2 2021Q3 20212
Perennial Advisors, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Tillar-Wenstrup Advisors, LLC 221.63%1.73%1.84%Q2 2014Q3 20142
Legacy Wealth Management, Inc 110.42%1.88%3.34%Q4 2015Q4 20182
Live Your Vision, LLC 110.00%0.00%0.01%Q2 2018Q1 20192
Urban Wealth Management, LLC 111.20%2.49%3.78%Q4 2020Q2 20222
Impact Partnership Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2014Q3 20172
BEACON FINANCIAL GROUP 220.19%0.21%0.22%Q1 2018Q2 20182
COWA, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Field & Main Bank 220.01%0.01%0.02%Q3 2020Q4 20202
STRINGER ASSET MANAGEMENT, LLC 220.63%0.67%0.70%Q2 2021Q3 20212
Nemes Rush Group LLC 220.00%0.01%0.01%Q2 2023Q3 20232
MMA ASSET MANAGEMENT LLC 220.46%0.48%0.49%Q2 2023Q3 20232
Revolve Wealth Partners, LLC 220.08%0.09%0.10%Q2 2022Q3 20222
TEXAS CAPITAL BANCSHARES INC/TX 110.38%0.54%0.70%Q4 2013Q4 20212
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
B, B, H, & B INC. 220.00%1.91%3.81%Q4 2020Q1 20212
COMMONS CAPITAL, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
BBVA USA Bancshares, Inc. 220.02%0.02%0.02%Q1 2019Q2 20192
Fulcrum Capital LLC 110.16%0.19%0.22%Q3 2022Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.03%0.03%0.04%Q1 2021Q2 20212
CGN Advisors LLC 220.03%0.03%0.04%Q3 2023Q4 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
4J Wealth Management LLC 220.74%0.74%0.74%Q4 2020Q1 20212
JD Financial Services Inc. 220.33%0.33%0.33%Q4 2020Q1 20212
apricus wealth, LLC 220.19%0.19%0.19%Q1 2023Q2 20232
Tempus Wealth Planning, LLC 220.12%0.13%0.15%Q2 2023Q3 20232
Lineweaver Wealth Advisors, LLC 222.70%3.61%4.51%Q4 2019Q1 20202
Claybrook Capital, LLC 110.25%0.26%0.27%Q4 2018Q2 20212
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
FIDUCIENT ADVISORS LLC 110.12%0.36%0.61%Q1 2021Q3 20232
Morton Capital Management LLC/CA 110.12%0.13%0.15%Q4 2021Q3 20222
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.01%0.01%Q4 2019Q1 20202
Pine Valley Investments Ltd Liability Co 220.06%0.06%0.06%Q2 2023Q3 20232
Compass Ion Advisors, LLC 110.09%0.11%0.12%Q4 2021Q3 20232
Iron Horse Wealth Management, LLC 110.00%0.00%0.01%Q2 2022Q3 20232
Strengthening Families & Communities, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Black Swift Group, LLC 110.01%0.01%0.01%Q3 2018Q1 20212
BURNEY CO/ 110.01%0.01%0.01%Q3 2020Q4 20212
Enterprise Bank & Trust Co 220.14%0.14%0.15%Q2 2023Q3 20232
Brightworth 220.06%0.25%0.44%Q2 2022Q3 20222
Safeguard Financial, LLC 220.01%0.07%0.13%Q2 2023Q3 20232
SILVERLAKE WEALTH MANAGEMENT LLC 220.14%0.17%0.20%Q1 2022Q2 20222
Filbrandt Wealth Management, LLC 220.02%0.03%0.04%Q2 2020Q3 20202
Clear Perspective Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Greytown Advisors Inc. 220.28%0.35%0.42%Q2 2020Q3 20202
LIBRA WEALTH LLC 220.27%0.38%0.50%Q4 2021Q1 20222
Biltmore Capital Advisors LLC 220.06%0.19%0.32%Q3 2021Q4 20212
STEPH & CO 110.01%0.01%0.02%Q1 2020Q3 20232
PROVENCE WEALTH MANAGEMENT GROUP 221.30%1.35%1.39%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 110.00%0.01%0.01%Q3 2022Q3 20232
NIXON PEABODY TRUST CO 220.17%0.17%0.17%Q2 2023Q3 20232
First Allied Asset Management, Inc. 220.03%0.30%0.58%Q2 2014Q3 20142
Values Added Financial LLC 220.79%0.82%0.84%Q2 2023Q3 20232
FORTE ASSET MANAGEMENT LLC 220.98%1.06%1.13%Q2 2022Q3 20222
VeraBank, N.A. 220.18%0.36%0.54%Q3 2021Q4 20212
Planned Solutions, Inc. 220.08%0.08%0.08%Q3 2020Q4 20202
Windsor Creek Advisors, LLC 220.21%0.31%0.41%Q3 2021Q4 20212
Semus Wealth Partners LLC 220.26%0.26%0.26%Q1 2023Q2 20232
Nachman Norwood & Parrott, Inc 110.00%0.03%0.05%Q4 2018Q3 20202
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
ANGELES WEALTH MANAGEMENT, LLC 220.06%0.08%0.09%Q1 2022Q2 20222
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Chan Zuckerberg Initiative, LLC 2213.88%36.33%58.78%Q1 2023Q2 20232
MD Financial Management Inc. 223.62%3.65%3.68%Q3 2021Q4 20212
Reynolds Investment Management, Inc. 221.19%1.23%1.28%Q1 2022Q2 20222
Blankinship & Foster, LLC 110.09%0.20%0.30%Q1 2021Q4 20222
TCG Advisors, LP 110.01%0.06%0.11%Q2 2019Q2 20202
Bernardo Wealth Planning LLC 220.16%0.70%1.24%Q4 2019Q1 20202
Apriem Advisors 110.00%0.00%0.01%Q3 2016Q2 20182
MATTERN CAPITAL MANAGEMENT, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Eukles Asset Management 220.00%0.00%0.00%Q2 2023Q3 20232
Alpha Quant Advisors, LLC 220.02%0.03%0.03%Q4 2018Q1 20192
Compton Wealth Advisory Group, LLC 220.11%0.89%1.68%Q4 2018Q1 20192
McGowan Group Asset Management, Inc. 220.58%0.58%0.58%Q1 2021Q2 20212
HBC Financial Services, PLLC 220.00%0.00%0.00%Q2 2023Q3 20232
SMITHBRIDGE ASSET MANAGEMENT INC/DE 220.16%0.17%0.19%Q1 2023Q2 20232
COOPERMAN LEON G 220.04%0.04%0.05%Q2 2021Q3 20212
PHILADELPHIA TRUST CO 220.02%0.02%0.02%Q1 2023Q2 20232
Investors Capital Advisory Services 220.04%0.05%0.05%Q1 2016Q2 20162
ARVEST TRUST CO N A 220.01%0.01%0.02%Q4 2021Q1 20222
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 221.18%1.19%1.20%Q2 2023Q3 20232
Certus Wealth Management, LLC 221.23%1.36%1.50%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.03%0.03%0.03%Q4 2014Q1 20152
Red Cedar Capital, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
SEVEN MILE ADVISORY 220.45%0.49%0.53%Q2 2023Q3 20232
ROCKEFELLER FINANCIAL SERVICES INC 220.00%0.00%0.01%Q3 2017Q4 20172
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 220.03%0.04%0.04%Q3 2020Q4 20202
Tri-Star Advisors Inc. 221.34%3.11%4.89%Q4 2022Q1 20232
Cardan Capital Partners, LLC 222.84%3.03%3.23%Q1 2018Q2 20182
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2019Q2 20222
VAN DEN BERG MANAGEMENT I, INC 220.05%0.05%0.05%Q4 2021Q1 20222
Verde Capital Management 222.09%2.36%2.64%Q4 2019Q1 20202
CAUSEWAY CAPITAL MANAGEMENT LLC 110.06%0.07%0.08%Q3 2015Q4 20162
Dunhill Financial, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.10%0.10%0.11%Q2 2018Q3 20182
Axim Planning & Wealth 220.11%0.12%0.13%Q2 2022Q3 20222
SOUTH TEXAS MONEY MANAGEMENT LTD 220.03%0.03%0.03%Q1 2018Q2 20182
WRAPMANAGER INC 220.07%0.07%0.08%Q3 2017Q4 20172
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.03%Q4 2018Q1 20192
Waterloo Capital, L.P. 110.10%0.16%0.23%Q1 2020Q1 20232
TrueWealth Advisors, LLC 220.12%0.12%0.12%Q1 2023Q2 20232
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q1 2018Q3 20182
ADVISOR PARTNERS II, LLC 220.02%0.04%0.05%Q2 2023Q3 20232
ProVise Management Group, LLC 220.06%0.07%0.07%Q2 2017Q3 20172
Waypoint Wealth Partners Inc. 220.08%0.09%0.10%Q1 2022Q2 20222
Legacy Capital Partners, Inc. 220.10%0.10%0.10%Q1 2021Q2 20212
BROWN WEALTH MANAGEMENT, LLC 220.18%0.22%0.27%Q2 2023Q3 20232
HC FINANCIAL ADVISORS INC 110.02%0.03%0.04%Q1 2020Q2 20222
Fiduciary Alliance LLC 110.01%0.03%0.04%Q4 2022Q2 20232
MARSHALL WACE, LLP 110.00%0.05%0.11%Q1 2018Q4 20192
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
UNIQUE WEALTH, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.24%0.24%0.25%Q2 2023Q3 20232
COHEN LAWRENCE B 110.22%0.23%0.24%Q4 2021Q4 20222
CWA Asset Management Group, LLC 220.05%0.05%0.06%Q1 2018Q2 20182
Jane Street Holding, LLC 220.10%0.14%0.18%Q2 2013Q3 20132
Fortis Capital Advisors, LLC 220.02%0.02%0.04%Q4 2022Q1 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Financial Insights, Inc. 110.02%0.15%0.28%Q2 2021Q4 20222
VSR Financial Services, Inc. 220.02%0.03%0.04%Q1 2016Q2 20162
Close Asset Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
Fund Evaluation Group, LLC 220.09%0.11%0.12%Q4 2019Q1 20202
McCarthy Grittinger Financial Group, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
ELM ADVISORS, LLC 110.05%0.06%0.06%Q3 2018Q4 20202
MACKAY SHIELDS LLC 110.00%0.00%0.01%Q3 2019Q3 20202
Kingdom Financial Group LLC. 223.92%4.01%4.10%Q2 2023Q3 20232
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2018Q2 20182
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Integer Wealth Advisors Group LLC 220.61%1.13%1.65%Q4 2020Q1 20212
Solstein Capital, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
DOHJ, LLC 221.89%2.07%2.25%Q4 2019Q1 20202
Blue Zone Wealth Advisors, LLC 110.08%2.49%4.90%Q4 2019Q4 20212
SUMITOMO LIFE INSURANCE CO 220.16%0.51%0.86%Q2 2023Q3 20232
Bridgeworth, LLC 110.02%0.04%0.06%Q2 2018Q2 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.07%0.07%0.08%Q4 2021Q1 20222
BlackDiamond Wealth Management, LLC 220.25%0.49%0.72%Q4 2021Q1 20222
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 110.00%0.01%0.01%Q4 2018Q1 20202
Boston Trust Walden Corp 220.00%0.00%0.00%Q1 2023Q2 20232
Edgestream Partners, L.P. 110.04%0.04%0.05%Q1 2023Q3 20232
Legacy Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Fortress Wealth Management, Inc. 220.18%0.19%0.20%Q4 2021Q1 20222
KEB ASSET MANAGEMENT, LLC 220.17%0.42%0.67%Q2 2022Q3 20222
GUARDIAN WEALTH ADVISORS, LLC / NC 220.62%0.68%0.74%Q4 2021Q1 20222
AIRE ADVISORS, LLC 220.14%0.15%0.17%Q4 2021Q1 20222
Hall Kathryn A. 220.21%0.23%0.25%Q1 2019Q2 20192
New England Investment & Retirement Group, Inc. 222.93%3.33%3.72%Q1 2019Q2 20192
Foster Victor Wealth Advisors, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Commonwealth Financial Services, LLC 110.21%5.32%10.44%Q1 2017Q3 20232
iA Global Asset Management Inc. 220.14%0.18%0.23%Q2 2023Q3 20232
Herold Advisors, Inc. 220.09%0.09%0.10%Q1 2023Q2 20232
First Bank & Trust 110.00%0.00%0.00%Q4 2019Q3 20212
ARS Wealth Advisors Group, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
DAN L DUNCAN FOUNDATION 224.34%4.51%4.67%Q4 2019Q1 20202
RESOLUTE FINANCIAL, LLC 220.16%0.16%0.16%Q4 2021Q1 20222
Samalin Investment Counsel, LLC 110.00%0.07%0.14%Q4 2019Q1 20212
Forward Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Goelzer Investment Management, Inc. 220.02%0.02%0.02%Q2 2022Q3 20222
Stonehearth Capital Management, LLC 110.21%0.50%0.79%Q4 2015Q4 20182
Triumph Capital Management 220.15%0.16%0.17%Q1 2022Q2 20222
Keystone Wealth Services, LLC 110.12%0.31%0.50%Q4 2021Q2 20222
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20152
Long Wharf Investors, Inc. 221.28%1.36%1.45%Q1 2014Q2 20142
Pettinga Financial Advisors LLC 220.11%0.14%0.17%Q1 2019Q2 20192
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ERn Financial, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
Sanctuary Wealth Management, L.L.C. 220.00%0.00%0.00%Q2 2023Q3 20232
GREENUP STREET WEALTH MANAGEMENT LLC 221.04%1.09%1.13%Q4 2021Q1 20222
Icon Wealth Advisors, LLC 220.09%0.09%0.09%Q3 2022Q4 20222
Transform Wealth, LLC 220.21%0.22%0.23%Q4 2020Q1 20212
Slagle Financial, LLC 220.24%0.27%0.30%Q2 2023Q3 20232
FIRST AMERICAN TRUST, FSB 220.03%0.03%0.04%Q3 2021Q4 20212
COOK WEALTH MANAGEMENT GROUP LLC 220.19%0.39%0.60%Q2 2023Q3 20232
Hackensack Meridian Health, Inc. 2211.59%11.85%12.11%Q2 2023Q3 20232
Empirical Finance, LLC 220.44%0.50%0.55%Q2 2017Q3 20172
Alexandria Capital, LLC 110.01%0.02%0.03%Q1 2016Q3 20172
RDA Financial Network 220.10%0.10%0.11%Q1 2023Q2 20232
VitalStone Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Windhaven Investment Management, Inc. 110.02%0.03%0.03%Q4 2015Q4 20162
3D/L Capital Management, LLC 220.08%0.10%0.12%Q1 2023Q2 20232
University of Southern California 220.78%0.79%0.81%Q1 2013Q2 20132
SWISS REINSURANCE CO LTD 220.12%0.20%0.27%Q3 2013Q4 20132
New England Private Wealth Advisors LLC 110.05%0.11%0.18%Q4 2015Q1 20212
Paulson Wealth Management Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
AURORA FINANCIAL ADVISORS, LLC 110.57%0.57%0.57%Q4 2017Q4 20171
Frisch Financial Group, Inc. 110.82%0.82%0.82%Q1 2022Q1 20221
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Rinkey Investments 110.10%0.10%0.10%Q4 2021Q4 20211
Knuff & Co LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
Occidental Asset Management, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Tolleson Wealth Management, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Aries Wealth Management 112.16%2.16%2.16%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Requisite Energy Fund I LP 112.26%2.26%2.26%Q4 2018Q4 20181
Zhang Financial LLC 110.06%0.06%0.06%Q3 2022Q3 20221
WJ Interests, LLC 112.50%2.50%2.50%Q2 2022Q2 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Oak Asset Management, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
ACADIAN ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2021Q1 20211
OneAscent Financial Services LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Rothschild & Co Wealth Management UK Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.22%0.22%0.22%Q3 2022Q3 20221
Successful Portfolios LLC 110.47%0.47%0.47%Q1 2023Q1 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CXI Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
Sage Capital Advisors,llc 110.30%0.30%0.30%Q1 2018Q1 20181
FLC Capital Advisors 110.12%0.12%0.12%Q1 2020Q1 20201
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q3 2019Q3 20191
Arjuna Capital 110.03%0.03%0.03%Q2 2021Q2 20211
Heartwood Wealth Advisors LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.06%0.06%0.06%Q2 2021Q2 20211
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Modus Advisors, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
EPIQ PARTNERS, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hunting Hill Global Capital, LLC 111.96%1.96%1.96%Q3 2017Q3 20171
Radnor Capital Management, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
XML Financial, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Premia Global Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
First Citizens Financial Corp 110.25%0.25%0.25%Q4 2019Q4 20191
Kohmann Bosshard Financial Services, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Opes Advisors Inc 110.15%0.15%0.15%Q4 2018Q4 20181
Cascadia Advisory Services, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
Summit Place Financial Advisors, LLC 111.15%1.15%1.15%Q4 2019Q4 20191
Great Lakes Retirement, Inc. 110.15%0.15%0.15%Q4 2019Q4 20191
WJ Wealth Management, LLC 111.35%1.35%1.35%Q1 2023Q1 20231
Platte River Wealth Advisors, LLC 110.69%0.69%0.69%Q4 2019Q4 20191
Aurora Private Wealth, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
GFI Investment Counsel Ltd. 110.04%0.04%0.04%Q2 2021Q2 20211
LYELL WEALTH MANAGEMENT, LP 110.04%0.04%0.04%Q3 2022Q3 20221
Mattern Wealth Management LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Delphi Private Advisors LLC 110.06%0.06%0.06%Q2 2019Q2 20191
DCF Advisers, LLC 110.72%0.72%0.72%Q4 2019Q4 20191
Nicholas Hoffman & Company, LLC. 110.06%0.06%0.06%Q1 2022Q1 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HORIZON FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Houlihan Financial Resource Group, Ltd. 110.06%0.06%0.06%Q2 2023Q2 20231
RJA Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
DRW SECURITIES, L.L.C. 110.25%0.25%0.25%Q3 2022Q3 20221
Kalos Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Traynor Capital Management, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ALLSTATE INVESTMENT MANAGEMENT CO 110.54%0.54%0.54%Q4 2022Q4 20221
Moss Adams Wealth Advisors LLC 110.06%0.06%0.06%Q4 2022Q4 20221
GSB Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
BigSur Wealth Management LLC 110.98%0.98%0.98%Q4 2022Q4 20221
Consolidated Planning Corp 110.03%0.03%0.03%Q3 2021Q3 20211
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
AWM CAPITAL, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Paul John Balson 110.07%0.07%0.07%Q4 2020Q4 20201
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.02%0.02%0.02%Q4 2022Q4 20221
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Genesee Capital Advisors, LLC 119.28%9.28%9.28%Q2 2021Q2 20211
Gratus Capital, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Prostatis Group LLC 110.92%0.92%0.92%Q4 2019Q4 20191
Wealthsimple US, Ltd. 110.21%0.21%0.21%Q4 2019Q4 20191
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JACKSON SQUARE CAPITAL, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Domani Wealth, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Garrison Point Capital, LLC 110.24%0.24%0.24%Q2 2020Q2 20201
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2018Q4 20181
Mirador Capital Partners LP 110.13%0.13%0.13%Q2 2019Q2 20191
IAM Advisory, LLC 119.28%9.28%9.28%Q2 2021Q2 20211
Bayesian Capital Management, LP 110.08%0.08%0.08%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.06%0.06%0.06%Q3 2022Q3 20221
CFO4Life, L.P. 112.43%2.43%2.43%Q4 2022Q4 20221
MITCHELL MCLEOD PUGH & WILLIAMS INC 110.07%0.07%0.07%Q4 2022Q4 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Teamwork Financial Advisors, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Castellan Group 110.14%0.14%0.14%Q4 2021Q4 20211
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WELCH & FORBES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Windward Private Wealth Management Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
RiverGlades Family Offices LLC 111.82%1.82%1.82%Q4 2018Q4 20181
Monterey Private Wealth, Inc. 110.15%0.15%0.15%Q1 2022Q1 20221
Pacer Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q2 2023Q2 20231
BTC Capital Management, Inc. 110.10%0.10%0.10%Q2 2022Q2 20221
Summit Equities Inc 110.11%0.11%0.11%Q4 2015Q4 20151
Harbor Group, Inc. 110.65%0.65%0.65%Q3 2022Q3 20221
Stanley-Laman Group, Ltd. 110.09%0.09%0.09%Q3 2019Q3 20191
Mendel Money Management 110.20%0.20%0.20%Q4 2019Q4 20191
KAVAR CAPITAL PARTNERS GROUP, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Sightline Wealth Advisors, LLC 110.59%0.59%0.59%Q3 2023Q3 20231
Choice Wealth Advisors, LLC 110.50%0.50%0.50%Q2 2022Q2 20221
Altus Wealth Group LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Peachtree Investment Advisors, Inc. 111.44%1.44%1.44%Q4 2018Q4 20181
Strategic Equity Management 112.58%2.58%2.58%Q1 2021Q1 20211
Detwiler Fenton Investment Management LLC 110.34%0.34%0.34%Q4 2013Q4 20131
DHJJ Financial Advisors, Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
Princeton Alpha Management LP 110.15%0.15%0.15%Q4 2013Q4 20131
Oder Investment Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
J2 Capital Management Inc 112.04%2.04%2.04%Q2 2023Q2 20231
PGIM Custom Harvest LLC 110.04%0.04%0.04%Q2 2021Q2 20211
RELIANCE TRUST CO OF DELAWARE 110.91%0.91%0.91%Q4 2018Q4 20181
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Blackhawk Capital Partners LLC. 110.81%0.81%0.81%Q1 2019Q1 20191
Rather & Kittrell, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Tuttle Capital Management, LLC 110.17%0.17%0.17%Q2 2014Q2 20141
Cumberland Partners Ltd 110.06%0.06%0.06%Q3 2021Q3 20211
Circle Wealth Management, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TIEMANN INVESTMENT ADVISORS, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Robbins Farley 110.00%0.00%0.00%Q4 2021Q4 20211
SkyView Investment Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Wiser Wealth Management, Inc 110.12%0.12%0.12%Q2 2022Q2 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Jolley Asset Management, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Valley Brook Capital Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
WEXFORD CAPITAL LP 111.06%1.06%1.06%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.29%0.29%0.29%Q1 2021Q1 20211
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2023Q2 20231
Koss-Olinger Consulting, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Carnick & Kubik, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Financial Consulate Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
COMMUNITY TRUST & INVESTMENT CO 110.03%0.03%0.03%Q2 2018Q2 20181
Strategic Financial Concepts, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Tenret Co LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Lindenwold Advisors, INC 110.18%0.18%0.18%Q4 2021Q4 20211
NEXT Financial Holdings 110.17%0.17%0.17%Q1 2019Q1 20191
Itau USA Asset Management Inc. 110.96%0.96%0.96%Q1 2014Q1 20141
Riverwater Partners LLC 111.70%1.70%1.70%Q4 2022Q4 20221
Family Management Corp 110.14%0.14%0.14%Q4 2018Q4 20181
Financial Planners of Cleveland, Inc. 110.48%0.48%0.48%Q1 2022Q1 20221
MIRABELLA FINANCIAL SERVICES LLP 111.80%1.80%1.80%Q1 2020Q1 20201
Resource Planning Group 110.19%0.19%0.19%Q3 2018Q3 20181
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q1 2020Q1 20201
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.40%0.40%0.40%Q4 2020Q4 20201
THEORY FINANCIAL LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
QUEST INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ground Swell Capital, LLC 110.81%0.81%0.81%Q3 2023Q3 20231
Sigma Investment Management Co 110.16%0.16%0.16%Q4 2018Q4 20181
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Gallagher Benefit Services, Inc. 113.79%3.79%3.79%Q4 2022Q4 20221
Kessler Investment Group, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Transparent Wealth Partners LLC 112.96%2.96%2.96%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MKT Advisors LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Midwest Heritage Bank, FSB 110.18%0.18%0.18%Q3 2023Q3 20231
S.C. Financial Services, Inc. 110.33%0.33%0.33%Q2 2022Q2 20221
MATRIX PRIVATE CAPITAL GROUP LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Main Street Research LLC 110.03%0.03%0.03%Q3 2020Q3 20201
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Gateway Advisory, LLC 110.10%0.10%0.10%Q4 2017Q4 20171
SFMG, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Meristem Family Wealth, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
iAB Financial Bank 110.25%0.25%0.25%Q2 2017Q2 20171
Next Level Private LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Jacobus Wealth Management, Inc. 110.03%0.03%0.03%Q1 2014Q1 20141
Counsel Portfolio Services Inc. 110.03%0.03%0.03%Q2 2016Q2 20161
G2 CAPITAL MANAGEMENT, LLC / OH 110.15%0.15%0.15%Q3 2022Q3 20221
Roger Wittlin Investment Advisory, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
BAMCO INC /NY/ 110.01%0.01%0.01%Q2 2023Q2 20231
Doman Group, LLC 110.38%0.38%0.38%Q4 2021Q4 20211
Argentus Capital Management, LLC 110.12%0.12%0.12%Q2 2015Q2 20151
Hutchens & Kramer Investment Management Group, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Permit Capital Advisors, LLC 113.09%3.09%3.09%Q1 2022Q1 20221
Investmark Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Tradewinds, LLC. 110.14%0.14%0.14%Q2 2022Q2 20221
Northwest Bank & Trust Co 110.22%0.22%0.22%Q2 2023Q2 20231
CYPRESS FINANCIAL PLANNING LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Compass Efficient Model Portfolios, LLC 1141.14%41.14%41.14%Q3 2013Q3 20131
Plan Group Financial, LLC 110.38%0.38%0.38%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
GTS SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DRIVE WEALTH MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GUIDANCE CAPITAL, INC 115.96%5.96%5.96%Q2 2023Q2 20231
RUSHMORE INVESTMENT ADVISORS, INC. 110.21%0.21%0.21%Q2 2013Q2 20131
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
INSIGNEO ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
BOS Asset Management, LLC 110.57%0.57%0.57%Q3 2023Q3 20231
True Wealth Design, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Financial Alternatives, Inc 110.22%0.22%0.22%Q4 2022Q4 20221
REFRAME WEALTH, LLC 111.12%1.12%1.12%Q4 2022Q4 20221
Sebold Capital Management, Inc. 110.18%0.18%0.18%Q4 2022Q4 20221
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
INSTRUMENTAL WEALTH, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
3Chopt Investment Partners, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.48%0.48%0.48%Q4 2022Q4 20221
KPP Advisory Services LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Strategic Advocates LLC 111.26%1.26%1.26%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 116.67%6.67%6.67%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 115.77%5.77%5.77%Q3 2023Q3 20231
Arlington Trust Co LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 112.20%2.20%2.20%Q3 2023Q3 20231
Peoples Bank/KS 110.00%0.00%0.00%Q4 2023Q4 20231
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SYON CAPITAL LLC 112.97%2.97%2.97%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.94%0.94%0.94%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 111.82%1.82%1.82%Q3 2023Q3 20231
DODGE & COX 110.00%0.00%0.00%Q4 2019Q4 20191
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2019Q3 20191
KING LUTHER CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q2 2023Q2 20231
LOOMIS SAYLES & CO L P 110.01%0.01%0.01%Q2 2023Q2 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Rex Capital Advisors, LLC 117.15%7.15%7.15%Q4 2022Q4 20221
Walleye Trading LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Adams Asset Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Redwood Investments, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
STIFEL NICOLAUS & CO INC \MO\ 110.21%0.21%0.21%Q3 2013Q3 20131
CAPITAL ONE, NATIONAL ASSOCIATION 112.61%2.61%2.61%Q4 2019Q4 20191
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GSA CAPITAL PARTNERS LLP 110.07%0.07%0.07%Q1 2023Q1 20231
BENEDICT FINANCIAL ADVISORS INC 110.42%0.42%0.42%Q1 2021Q1 20211
Indiana Trust & Investment Management CO 110.06%0.06%0.06%Q3 2023Q3 20231
Geller Advisors LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Hartford Financial Management Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
MENORA MIVTACHIM HOLDINGS LTD. 110.02%0.02%0.02%Q1 2019Q1 20191
ROMAN BUTLER FULLERTON & CO 110.15%0.15%0.15%Q2 2019Q2 20191
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q4 2018Q4 20181
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q3 2018Q3 20181
Bragg Financial Advisors, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
COBIZ WEALTH, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
CAMDEN NATIONAL CORP 110.07%0.07%0.07%Q1 2021Q1 20211
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q3 2016Q3 20161
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
EAGLE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
ANDERSON HOAGLAND & CO 110.96%0.96%0.96%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Steinberg Global Asset Management 110.04%0.04%0.04%Q1 2019Q1 20191
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2017Q1 20171
BAIRD ROBERT W & CO INC /WI/ 110.05%0.05%0.05%Q3 2014Q3 20141
CANADA PENSION PLAN INVESTMENT BOARD 110.21%0.21%0.21%Q4 2020Q4 20201
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
THOMPSON INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.49%0.49%0.49%Q2 2013Q2 20131
ORRSTOWN FINANCIAL SERVICES INC 110.08%0.08%0.08%Q1 2018Q1 20181
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q3 2014Q3 20141
BANYAN CAPITAL MANAGEMENT, INC. 111.11%1.11%1.11%Q4 2018Q4 20181
AQR Arbitrage LLC 110.17%0.17%0.17%Q4 2020Q4 20201
NORTHSTAR ASSET MANAGEMENT INC 110.07%0.07%0.07%Q1 2021Q1 20211
HYMAN CHARLES D 110.04%0.04%0.04%Q4 2019Q4 20191
DUPONT CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2018Q1 20181
IRONWOOD INVESTMENT MANAGEMENT LLC 110.43%0.43%0.43%Q1 2020Q1 20201
JARISLOWSKY, FRASER Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
CHATHAM CAPITAL GROUP, INC. 110.07%0.07%0.07%Q2 2018Q2 20181
SAWGRASS ASSET MANAGEMENT LLC 110.27%0.27%0.27%Q3 2023Q3 20231
CHURCHILL MANAGEMENT Corp 110.02%0.02%0.02%Q1 2019Q1 20191
American Beacon Advisors, Inc. 1120.78%20.78%20.78%Q4 2018Q4 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q2 2022Q2 20221
Cynosure Group, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
SlateStone Wealth, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Crumly & Associates Inc. 110.30%0.30%0.30%Q4 2019Q4 20191
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Clarfeld Financial Advisors, LLC 112.51%2.51%2.51%Q4 2018Q4 20181
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vident Advisory, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
O'Dell Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
GABLES CAPITAL MANAGEMENT INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Pflug Koory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Windsor Advisory Group, LLC 110.68%0.68%0.68%Q4 2022Q4 20221
Pathway Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Pathlight Investors LLC 110.31%0.31%0.31%Q4 2018Q4 20181
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
External links

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