ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BlackRock Inc. 28280.00%0.00%0.02%Q4 2016Q3 202328
BANK OF AMERICA CORP /DE/ 28280.00%0.03%0.06%Q4 2016Q3 202328
Litman Gregory Wealth Management LLC 2520.10%0.86%1.78%Q4 2016Q3 202327
UBS Group AG 27270.00%0.02%0.03%Q1 2017Q3 202327
ROYAL BANK OF CANADA 27270.00%0.00%0.01%Q1 2017Q3 202327
Asset Dedication, LLC 26260.01%0.07%0.16%Q2 2017Q3 202326
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.02%0.03%Q2 2017Q3 202326
TRUST CO OF VERMONT 26260.00%0.02%0.05%Q2 2017Q3 202326
LPL Financial LLC 26260.00%0.10%0.37%Q2 2017Q3 202326
WELLS FARGO & COMPANY/MN 25250.00%0.01%0.03%Q3 2017Q3 202325
MORGAN STANLEY 25250.00%0.02%0.05%Q3 2017Q3 202325
Cambridge Investment Research Advisors, Inc. 25250.02%0.05%0.09%Q3 2017Q3 202325
RITHOLTZ WEALTH MANAGEMENT 25250.02%0.10%0.18%Q3 2017Q3 202325
Private Ocean, LLC 25250.02%2.08%3.96%Q3 2017Q3 202325
Citadel Advisors 610.00%0.00%0.02%Q1 2017Q3 202325
IFP Advisors, Inc 1710.00%0.02%0.07%Q1 2016Q3 202325
WHITTIER TRUST CO OF NEVADA INC 25250.00%0.00%0.01%Q3 2017Q3 202325
JANE STREET GROUP, LLC 1110.00%0.03%0.14%Q2 2016Q3 202325
Parallel Advisors, LLC 1860.00%0.01%0.04%Q2 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.05%0.18%Q3 2017Q3 202324
CWM, LLC 1680.00%0.90%1.92%Q3 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.04%0.27%Q4 2017Q3 202324
Financial Architects, Inc 1530.00%0.03%0.08%Q4 2016Q1 202324
Connecticut Wealth Management, LLC 24240.16%0.36%1.02%Q4 2017Q3 202324
JPMORGAN CHASE & CO 24240.00%0.00%0.01%Q4 2017Q3 202324
Brinker Capital Investments, LLC 23230.01%0.02%0.03%Q2 2017Q4 202223
Raymond James Financial Services Advisors, Inc. 23230.00%0.02%0.05%Q1 2018Q3 202323
BAILARD, INC. 23230.02%0.11%0.18%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.05%0.14%Q1 2018Q3 202323
THRIVENT FINANCIAL FOR LUTHERANS 15150.00%0.03%0.07%Q1 2020Q3 202323
AMERIPRISE FINANCIAL INC 23230.00%0.01%0.02%Q1 2018Q3 202323
MISSION WEALTH MANAGEMENT, LP 23230.04%0.47%0.72%Q1 2018Q3 202323
GOLDMAN SACHS GROUP INC 23230.00%0.01%0.04%Q1 2018Q3 202323
TOMPKINS FINANCIAL CORP 13100.26%0.39%0.54%Q1 2018Q4 202323
Hanson & Doremus Investment Management 22220.00%0.10%0.13%Q3 2017Q4 202222
WHITTIER TRUST CO 22220.00%0.01%0.03%Q2 2018Q3 202322
Caprock Group, LLC 1910.02%0.04%0.06%Q4 2017Q3 202322
First Horizon Advisors, Inc. 1660.00%0.03%0.14%Q1 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2110.00%0.03%0.05%Q1 2018Q3 202322
GOULD ASSET MANAGEMENT LLC /CA/ 1840.08%0.15%0.21%Q4 2017Q3 202322
Baird Financial Group, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
PARK AVENUE SECURITIES LLC 21210.02%1.51%4.76%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.37%1.25%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.00%0.01%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 1220.00%0.00%0.02%Q3 2017Q3 202321
Montecito Bank & Trust 2010.00%0.22%0.44%Q4 2016Q4 202321
Betterment LLC 21210.03%0.16%0.25%Q3 2018Q3 202321
COLONY GROUP LLC 21210.01%0.02%0.04%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.00%0.02%Q4 2017Q4 202221
Advisory Services Network, LLC 2010.00%0.11%0.30%Q2 2018Q3 202321
ASSETMARK, INC 21210.00%0.01%0.05%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.23%0.76%Q3 2018Q3 202321
White Lighthouse Investment Management Inc. 21210.16%0.43%0.84%Q3 2018Q3 202321
Cetera Advisor Networks LLC 21210.01%0.04%0.14%Q3 2018Q3 202321
DEUTSCHE BANK AG\ 21210.00%0.00%0.00%Q3 2018Q3 202321
PITTENGER & ANDERSON INC 21210.00%0.01%0.01%Q3 2018Q3 202321
KEYBANK NATIONAL ASSOCIATION/OH 20200.00%0.01%0.03%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.01%0.05%0.20%Q4 2018Q3 202320
CITIGROUP INC 1910.00%0.00%0.00%Q3 2018Q3 202320
Tarbox Family Office, Inc. 20200.01%0.05%0.08%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.06%0.15%Q2 2018Q3 202320
Creative Planning 20200.01%0.05%0.07%Q4 2018Q3 202320
NOTTINGHAM ADVISORS, INC. 1370.06%0.51%0.86%Q3 2018Q3 202320
OXFORD FINANCIAL GROUP, LTD. LLC 20200.30%0.83%1.48%Q4 2018Q3 202320
Main Management LLC 20200.04%0.08%0.15%Q2 2018Q1 202320
Round Table Services, LLC 20201.13%3.29%6.87%Q4 2017Q3 202220
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.05%0.09%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.08%0.27%Q4 2018Q3 202320
Ellevest, Inc. 20201.61%2.99%3.62%Q4 2018Q3 202320
CITIZENS FINANCIAL GROUP INC/RI 19190.01%0.07%0.16%Q1 2019Q3 202319
Baystate Wealth Management LLC 19190.07%0.12%0.19%Q1 2019Q3 202319
REGENTATLANTIC CAPITAL LLC 19190.03%0.23%0.43%Q1 2018Q3 202219
Private Advisor Group, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
Baker Avenue Asset Management, LP 1320.01%0.05%0.08%Q2 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.06%0.11%Q1 2019Q3 202319
FIDUCIARY TRUST CO 19190.04%0.15%0.23%Q1 2019Q3 202319
CIBC Asset Management Inc 19190.00%0.00%0.00%Q1 2019Q3 202319
MML INVESTORS SERVICES, LLC 19190.00%0.29%0.79%Q1 2019Q3 202319
Community Bank, N.A. 19190.04%0.07%0.14%Q1 2019Q3 202319
Janney Montgomery Scott LLC 1510.00%0.18%0.56%Q4 2017Q3 202319
Cranbrook Wealth Management, LLC 19190.00%0.02%0.08%Q1 2019Q3 202319
VALLEY NATIONAL ADVISERS INC 19190.00%0.01%0.02%Q1 2019Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.01%0.86%2.41%Q4 2018Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q4 2017Q3 202319
Savant Capital, LLC 18180.04%0.09%0.13%Q2 2019Q3 202318
JNBA Financial Advisors 18180.00%0.14%0.24%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1530.00%0.02%0.15%Q1 2019Q3 202318
HSBC HOLDINGS PLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 18180.00%0.10%0.26%Q2 2019Q3 202318
FIFTH THIRD BANCORP 18180.00%0.14%0.26%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.00%0.10%0.30%Q2 2019Q3 202318
HighTower Advisors, LLC 18180.01%0.04%0.08%Q2 2019Q3 202318
Sowell Financial Services LLC 1020.02%0.06%0.11%Q4 2018Q3 202317
Sage Advisory Services, Ltd.Co. 1610.02%0.09%0.16%Q3 2018Q3 202317
BROWN ADVISORY INC 17170.00%0.00%0.00%Q3 2018Q3 202217
Accredited Investors Inc. 17170.03%0.10%0.18%Q3 2018Q3 202217
Financial Insights, Inc. 1610.13%0.61%1.05%Q2 2019Q3 202317
US BANCORP \DE\ 17170.00%0.03%0.04%Q3 2019Q3 202317
HOWLAND CAPITAL MANAGEMENT LLC 17170.08%0.14%0.18%Q3 2019Q3 202317
Blue Edge Capital, LLC 17170.08%0.23%0.35%Q3 2019Q3 202317
HALBERT HARGROVE GLOBAL ADVISORS, LLC 17170.06%0.07%0.14%Q3 2019Q3 202317
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
FIDUCIARY COUNSELLING INC 17170.30%0.62%1.13%Q3 2019Q3 202317
LAKE STREET ADVISORS GROUP, LLC 17170.03%0.22%0.95%Q3 2019Q3 202317
WEALTHSOURCE PARTNERS, LLC 16160.04%1.81%4.44%Q4 2019Q3 202316
Mascoma Wealth Management LLC 1150.00%0.12%0.18%Q2 2018Q3 202316
NORTHERN TRUST CORP 16160.00%0.02%0.03%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.20%0.54%0.71%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Garde Capital, Inc. 1330.04%0.14%0.24%Q2 2019Q3 202316
Dynamic Advisor Solutions LLC 16160.04%0.15%0.27%Q4 2019Q3 202316
LFA - Lugano Financial Advisors SA 16160.07%3.01%4.53%Q4 2019Q3 202316
Snowden Capital Advisors LLC 880.01%0.14%0.30%Q3 2019Q3 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1330.00%0.00%0.00%Q4 2017Q3 202316
Rockefeller Capital Management L.P. 1510.00%0.01%0.02%Q3 2019Q3 202316
Alaska Wealth Advisors 16160.05%0.13%0.17%Q4 2019Q3 202316
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16160.05%0.25%0.39%Q4 2019Q3 202316
Cetera Advisors LLC 1510.00%0.07%0.20%Q1 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.01%0.03%Q3 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
CENTRAL TRUST Co 16160.00%0.02%0.04%Q4 2019Q3 202316
Personal Capital Advisors Corp 16160.24%0.59%0.84%Q1 2019Q4 202216
Schneider Downs Wealth Management Advisors, LP 15150.13%0.20%0.22%Q1 2020Q3 202315
Brookstone Capital Management 15150.02%0.15%0.59%Q1 2020Q3 202315
Summit X, LLC 15150.09%0.97%1.87%Q1 2020Q3 202315
Forefront Analytics, LLC 1230.01%0.11%0.15%Q3 2019Q2 202315
Equitable Holdings, Inc. 15150.01%0.07%0.15%Q1 2020Q3 202315
Strategic Blueprint, LLC 15150.04%0.29%1.23%Q1 2020Q3 202315
ALESCO ADVISORS LLC 15150.02%0.12%0.20%Q1 2020Q3 202315
Robertson Stephens Wealth Management, LLC 15150.04%0.26%0.59%Q1 2020Q3 202315
Mount Yale Investment Advisors, LLC 1230.03%0.16%0.35%Q4 2019Q3 202315
Mutual Advisors, LLC 15150.02%0.04%0.21%Q1 2020Q3 202315
TIEDEMANN ADVISORS, LLC 15150.06%0.11%0.22%Q1 2020Q3 202315
High Falls Advisors, Inc 15150.20%1.62%4.65%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1410.04%0.08%0.15%Q3 2011Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.05%0.11%0.16%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.20%0.47%Q1 2020Q3 202315
Van Hulzen Asset Management, LLC 15150.21%0.61%1.43%Q1 2020Q3 202315
Bank of New York Mellon Corp 15150.00%0.00%0.01%Q1 2020Q3 202315
Hefren-Tillotson, Inc. 15150.03%0.06%0.25%Q3 2018Q1 202215
Sigma Planning Corp 15150.01%0.04%0.07%Q1 2020Q3 202315
Vision Capital Management, Inc. 15150.07%0.10%0.16%Q1 2020Q3 202315
Sharkey, Howes & Javer 15150.14%1.75%4.00%Q1 2020Q3 202315
Highland Private Wealth Management 15150.57%0.79%0.94%Q1 2019Q3 202215
CABOT WEALTH MANAGEMENT INC 1410.04%0.09%0.12%Q4 2019Q3 202315
RHS Financial, LLC 15150.50%0.69%1.16%Q1 2020Q3 202315
AE Wealth Management LLC 15150.00%0.04%0.12%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.01%0.04%0.11%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.01%0.02%Q1 2020Q3 202315
Integrated Wealth Concepts LLC 15150.05%0.27%0.75%Q1 2020Q3 202315
HILLTOP WEALTH ADVISORS, LLC 15150.25%0.54%1.00%Q1 2020Q3 202315
WealthShield Partners, LLC 15150.15%0.80%1.65%Q1 2020Q3 202315
PRUDENTIAL FINANCIAL INC 15150.00%0.01%0.02%Q1 2020Q3 202315
C-J Advisory, Inc. 15150.05%0.64%1.15%Q1 2018Q3 202115
REDW Wealth LLC 15150.16%0.21%0.30%Q1 2020Q3 202315
Physician Wealth Advisors, Inc. 15150.22%0.56%1.88%Q1 2020Q3 202315
Capital Analysts, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 870.00%0.01%0.02%Q4 2018Q3 202315
RAYMOND JAMES & ASSOCIATES 15150.00%0.01%0.01%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 15150.02%0.03%0.03%Q1 2020Q3 202315
B. Riley Wealth Advisors, Inc. 15150.02%0.17%0.40%Q1 2020Q3 202315
Sugarloaf Wealth Management, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.20%0.75%1.10%Q1 2020Q3 202315
NewEdge Advisors, LLC 15150.04%0.29%0.73%Q1 2020Q3 202315
Cypress Wealth Services, LLC 15150.25%1.05%1.77%Q1 2020Q3 202315
TWIN FOCUS CAPITAL PARTNERS, LLC 14140.19%1.05%1.61%Q2 2020Q3 202314
Sand Hill Global Advisors, LLC 14140.13%0.19%0.24%Q2 2020Q3 202314
QUADRANT CAPITAL GROUP LLC 14140.16%0.40%0.74%Q2 2020Q3 202314
RFG Advisory, LLC 14140.01%0.27%0.66%Q1 2020Q2 202314
Avior Wealth Management, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.02%0.06%0.14%Q2 2020Q3 202314
American Portfolios Advisors 1130.00%0.02%0.05%Q1 2018Q3 202214
Cornerstone Wealth Management, LLC 1010.00%0.09%0.30%Q2 2018Q3 202314
ONE Advisory Partners, LLC 14140.36%3.09%7.32%Q2 2020Q3 202314
Boston Standard Wealth Management, LLC 14140.09%0.11%0.12%Q3 2020Q4 202314
Relyea Zuckerberg Hanson LLC 14140.17%0.28%0.42%Q2 2020Q3 202314
Horst & Graben Wealth Management LLC 1310.14%0.26%0.73%Q1 2020Q3 202314
Hardy Reed LLC 14140.06%0.07%0.09%Q2 2020Q3 202314
Venturi Wealth Management, LLC 1130.01%0.13%0.29%Q1 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Parsec Financial Management, Inc. 14140.02%0.10%0.16%Q4 2019Q1 202314
Perennial Investment Advisors, LLC 14140.09%0.19%0.28%Q2 2020Q3 202314
Affiance Financial, LLC 14140.15%0.36%0.58%Q2 2020Q3 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.00%0.00%Q3 2016Q4 201914
PFS INVESTMENTS INC. 14140.01%0.02%0.04%Q1 2020Q2 202314
Rothschild & Co Wealth Management UK Ltd 14140.00%0.01%0.01%Q2 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 1010.01%0.03%0.04%Q2 2018Q4 202214
Pensionmark Financial Group, LLC 14140.05%0.17%0.40%Q2 2020Q3 202314
C M BIDWELL & ASSOCIATES LTD 14140.02%0.05%0.07%Q2 2020Q3 202314
Carroll Financial Associates, Inc. 1130.00%0.00%0.03%Q2 2017Q4 202114
Larson Financial Group LLC 14140.01%0.05%0.09%Q2 2020Q3 202314
SigFig Wealth Management, LLC 14140.05%0.13%0.25%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
GenTrust, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
SEI INVESTMENTS CO 14140.00%0.01%0.02%Q2 2020Q3 202314
TimeScale Financial, Inc. 14140.01%0.02%0.02%Q1 2020Q2 202314
Chesley Taft & Associates LLC 1310.01%0.02%0.02%Q3 2018Q1 202214
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
WRAPMANAGER INC 14141.01%1.46%1.77%Q2 2020Q3 202314
Keel Point, LLC 860.06%0.10%0.15%Q3 2019Q3 202314
Institute for Wealth Management, LLC. 1310.00%0.12%0.16%Q4 2019Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.02%0.03%Q3 2020Q3 202313
SIGMA INVESTMENT COUNSELORS INC 1210.02%0.02%0.03%Q2 2020Q3 202313
Financial Advocates Investment Management 1030.02%0.06%0.13%Q1 2020Q2 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.02%0.03%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 1210.00%0.12%0.23%Q1 2020Q3 202313
Financial Partners Group, Inc 13130.10%0.21%0.40%Q3 2020Q3 202313
FLPUTNAM INVESTMENT MANAGEMENT CO 940.02%0.20%0.83%Q4 2017Q3 202113
Founders Financial Alliance, LLC 13130.01%0.02%0.09%Q3 2020Q3 202313
PRUDENTIAL PLC 1210.01%1.36%4.68%Q2 2019Q3 202313
Allworth Financial LP 1210.00%0.01%0.02%Q4 2019Q3 202313
PFG Advisors 13130.02%0.13%0.28%Q3 2020Q3 202313
Kingsview Wealth Management, LLC 760.01%0.01%0.02%Q2 2020Q3 202313
M&T BANK CORP 13130.00%0.05%0.07%Q3 2020Q3 202313
HM PAYSON & CO 13130.00%0.00%0.01%Q2 2019Q2 202213
Trilogy Capital Inc. 13130.02%0.04%0.04%Q3 2020Q3 202313
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q4 2018Q3 202313
Austin Private Wealth, LLC 1210.04%0.15%0.45%Q1 2020Q3 202313
Corrigan Financial, Inc. 13130.09%0.11%0.12%Q3 2020Q3 202313
Haverford Trust Co 13130.01%0.01%0.02%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.11%0.24%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Arbor Investment Advisors, LLC 850.05%0.07%0.08%Q1 2019Q2 202213
Bigelow Investment Advisors, LLC 1210.12%0.13%0.16%Q4 2019Q3 202313
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 940.01%0.01%0.02%Q1 2019Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.02%0.31%1.22%Q2 2020Q2 202313
Tortoise Investment Management, LLC 13130.00%0.02%0.06%Q3 2020Q3 202313
Icon Wealth Partners, LLC 1030.42%1.27%2.37%Q1 2020Q3 202313
Autus Asset Management, LLC 13130.03%0.07%0.09%Q4 2019Q4 202213
Intelligence Driven Advisers, LLC 13130.11%0.82%1.55%Q3 2020Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
MATHER GROUP, LLC. 13130.01%0.03%0.05%Q3 2020Q3 202313
Baron Financial Group, LLC 13130.93%1.01%1.10%Q3 2020Q3 202313
Day & Ennis, LLC 13130.12%1.27%2.23%Q1 2020Q1 202313
FINANCIAL MANAGEMENT NETWORK INC 12120.10%0.20%0.28%Q4 2020Q3 202312
PAX Financial Group, LLC 12120.22%2.64%4.49%Q4 2019Q3 202212
FINANCIAL COUNSELORS INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Wealth Alliance 12120.09%0.35%0.77%Q4 2020Q3 202312
Renaissance Technologies 610.00%0.00%0.01%Q1 2020Q3 202312
Goodwin Investment Advisory 12120.15%1.40%3.48%Q4 2020Q3 202312
One Wealth Advisors, LLC 12120.29%0.52%0.98%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12121.10%1.71%3.13%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.09%1.16%2.20%Q4 2020Q3 202312
Belpointe Asset Management LLC 1110.01%0.02%0.09%Q1 2020Q1 202312
High Note Wealth, LLC 12123.26%4.32%5.88%Q4 2020Q3 202312
MARINER INDEPENDENT ADVISOR NETWORK, LLC 12120.02%0.09%0.15%Q4 2019Q3 202212
Regal Investment Advisors LLC 1010.03%0.17%0.39%Q2 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.31%0.59%0.98%Q4 2020Q3 202312
EVERGREEN CAPITAL MANAGEMENT LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
COMERICA SECURITIES,INC. 12120.01%0.34%0.69%Q1 2020Q4 202212
Octavia Wealth Advisors, LLC 12120.09%2.47%4.74%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.25%0.56%0.84%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.04%0.09%0.18%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Stone House Investment Management, LLC 1110.00%2.55%4.96%Q1 2020Q1 202312
MEEDER ASSET MANAGEMENT INC 12120.00%0.02%0.07%Q4 2019Q3 202212
BerganKDV Wealth Management, LLC 12120.01%0.05%0.08%Q3 2020Q2 202312
COMMERCE BANK 12120.00%0.00%0.01%Q4 2020Q3 202312
Cerity Partners LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Keebeck Wealth Management, LLC 12120.12%0.24%0.35%Q4 2020Q3 202312
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
FLC Capital Advisors 12120.07%1.09%2.22%Q1 2020Q4 202212
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q2 2018Q3 202312
Portland Global Advisors LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Apella Capital, LLC 930.11%0.18%0.29%Q4 2020Q4 202312
Cetera Investment Advisers 12120.04%0.10%0.20%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.18%0.58%1.28%Q4 2020Q3 202312
IFG Advisory, LLC 12120.02%0.07%0.12%Q2 2020Q1 202312
Successful Portfolios LLC 11110.15%0.38%0.67%Q1 2020Q3 202211
Clearview Wealth Advisors LLC 11110.01%0.09%0.21%Q4 2020Q2 202311
55I, LLC 11110.56%1.71%3.28%Q1 2020Q3 202211
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.21%0.31%0.42%Q1 2021Q3 202311
Arete Wealth Advisors, LLC 11110.03%0.09%0.18%Q4 2020Q2 202311
Lumature Wealth Partners, LLC 11110.02%0.12%0.57%Q4 2020Q2 202311
Bay Harbor Wealth Management, LLC 11110.12%1.18%2.05%Q1 2020Q3 202211
Center for Financial Planning, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
JMG Financial Group, Ltd. 11110.02%0.06%0.15%Q1 2021Q3 202311
Addison Advisors LLC 1010.19%0.34%0.66%Q4 2020Q3 202311
Orgel Wealth Management, LLC 11110.04%0.14%0.26%Q1 2021Q3 202311
STALEY CAPITAL ADVISERS INC 11110.05%0.07%0.09%Q1 2021Q3 202311
BRANDYWINE OAK PRIVATE WEALTH LLC 11110.04%0.05%0.07%Q1 2021Q3 202311
Atria Investments, Inc 11110.05%0.28%0.48%Q1 2020Q3 202211
Plancorp, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
MCIA Inc 1011.45%2.83%4.21%Q1 2020Q4 202211
Spectrum Management Group, LLC 11110.28%1.10%1.95%Q1 2020Q3 202211
Stratos Wealth Advisors, LLC 1010.02%0.06%0.12%Q1 2020Q3 202311
Concorde Asset Management, LLC 11110.52%1.43%2.97%Q1 2020Q3 202211
Spire Wealth Management 11110.01%0.03%0.07%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
STRATEGY ASSET MANAGERS LLC 740.07%0.16%0.27%Q3 2020Q2 202311
Quadrant Private Wealth Management, LLC 740.07%0.15%0.21%Q4 2020Q3 202311
Summit Wealth Group, LLC 11110.10%0.59%0.88%Q1 2021Q3 202311
Frisch Financial Group, Inc. 11110.08%0.16%0.19%Q4 2020Q2 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.01%0.01%Q2 2020Q4 202211
Trek Financial, LLC 11110.08%0.28%0.47%Q1 2020Q3 202211
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11110.02%0.02%0.02%Q1 2021Q3 202311
EQ LLC 11112.07%3.04%5.59%Q4 2020Q2 202311
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.02%0.28%0.84%Q4 2020Q2 202311
Iron Horse Wealth Management, LLC 740.00%0.00%0.01%Q4 2020Q3 202311
REGIONS FINANCIAL CORP 650.00%0.00%0.00%Q1 2018Q4 202111
PATTON ALBERTSON MILLER GROUP, LLC 11110.05%0.20%0.41%Q1 2020Q3 202211
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11110.01%0.04%0.10%Q2 2018Q4 202011
BROWN BROTHERS HARRIMAN & CO 11110.00%0.01%0.01%Q1 2021Q3 202311
Meridian Wealth Partners, LLC 11110.05%0.27%1.28%Q1 2021Q3 202311
Opes Wealth Management LLC 11110.10%0.17%0.27%Q1 2021Q3 202311
CAMBRIDGE TRUST CO 11110.01%0.01%0.02%Q1 2021Q3 202311
TRUE Private Wealth Advisors 11110.00%0.37%0.53%Q4 2019Q2 202211
Invst, LLC 11110.21%0.75%1.54%Q1 2020Q3 202211
FDx Advisors, Inc. 11110.01%0.02%0.07%Q4 2020Q2 202311
OmniStar Financial Group, Inc. 740.26%0.51%0.86%Q1 2020Q4 202211
NWAM LLC 1010.03%0.21%0.47%Q2 2020Q1 202311
Morningstar Investment Services LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.02%0.03%Q1 2021Q3 202311
Acorns Advisers, LLC 10100.10%0.28%0.38%Q2 2021Q3 202310
Williams Financial, LLC 610.21%2.07%4.92%Q4 2020Q3 202310
Cribstone Capital Management, LLC 10100.00%0.01%0.01%Q3 2020Q4 202210
Tri-Star Advisors Inc. 10100.60%2.96%5.57%Q2 2020Q3 202210
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 810.01%0.06%0.10%Q4 2019Q3 202310
WIT, LLC 10100.13%0.42%0.86%Q2 2021Q3 202310
Oakworth Capital, Inc. 10100.01%0.01%0.01%Q2 2021Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10100.01%0.10%0.21%Q4 2020Q1 202310
OLD MISSION CAPITAL LLC 810.05%0.45%1.04%Q3 2018Q3 202310
Neumann Capital Management, LLC 10100.22%0.41%0.50%Q2 2021Q3 202310
AlphaCore Capital LLC 910.01%0.03%0.04%Q1 2020Q3 202310
People's United Financial, Inc. 10100.02%0.08%0.14%Q4 2019Q1 202210
SPINNAKER TRUST 10100.01%0.02%0.02%Q2 2021Q3 202310
Private Capital Group, LLC 10100.00%0.17%0.31%Q1 2020Q2 202210
NEXT Financial Group, Inc 640.00%0.09%0.21%Q2 2019Q4 202110
Concord Wealth Partners 10100.05%0.12%0.16%Q2 2021Q3 202310
Qube Research & Technologies Ltd 310.00%0.04%0.12%Q1 2020Q3 202310
PDS Planning, Inc 640.03%0.04%0.06%Q1 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.03%0.04%0.06%Q1 2020Q2 202210
SteelPeak Wealth, LLC 730.07%0.66%1.50%Q1 2020Q3 202210
McKinley Carter Wealth Services, Inc. 10100.02%0.05%0.06%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.05%0.07%Q1 2021Q3 202310
SIGNET FINANCIAL MANAGEMENT, LLC 730.01%0.04%0.09%Q1 2018Q2 202210
MUFG Americas Holdings Corp 10100.00%0.00%0.00%Q2 2020Q3 202210
PrairieView Partners, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
MARINO, STRAM & ASSOCIATES LLC 910.07%0.09%0.10%Q1 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.16%0.26%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.01%0.01%Q4 2020Q1 202310
DOHJ, LLC 990.18%0.49%0.77%Q3 2021Q3 20239
Rain Capital Management, LLC 990.28%0.37%0.44%Q1 2021Q1 20239
BUCKINGHAM STRATEGIC WEALTH, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Ten Capital Wealth Advisors, LLC 990.00%0.01%0.03%Q1 2021Q1 20239
Apollon Wealth Management, LLC 810.00%0.05%0.12%Q2 2020Q3 20239
Cougar Global Investments Ltd 990.00%0.00%0.00%Q1 2018Q1 20209
V Wealth Advisors LLC 990.04%0.12%0.28%Q1 2020Q1 20229
Varma Mutual Pension Insurance Co 540.86%2.42%4.47%Q4 2018Q3 20219
VERUS CAPITAL PARTNERS, LLC 720.00%0.06%0.11%Q4 2019Q3 20239
Rosenberg Matthew Hamilton 990.06%0.48%0.87%Q3 2021Q3 20239
Hanlon Investment Management, Inc. 990.07%0.20%0.48%Q1 2020Q1 20229
Destiny Wealth Partners, LLC 990.02%0.04%0.06%Q4 2020Q4 20229
PRINCIPAL FINANCIAL GROUP INC 630.00%0.00%0.00%Q2 2020Q3 20239
Private Portfolio Partners LLC 990.22%0.38%0.58%Q1 2020Q1 20229
FRANKLIN RESOURCES INC 990.00%0.00%0.01%Q3 2021Q3 20239
Heritage Wealth Advisors 990.00%0.02%0.06%Q3 2021Q3 20239
Braun-Bostich & Associates Inc. 630.00%0.07%0.29%Q1 2018Q2 20209
LINCOLN NATIONAL CORP 990.01%0.02%0.06%Q3 2021Q3 20239
First Ascent Asset Management, LLC 990.12%0.24%0.30%Q3 2021Q3 20239
Element Wealth, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
Bartlett & Co. LLC 810.00%0.00%0.01%Q3 2021Q4 20239
TNF LLC 990.40%0.81%1.52%Q3 2021Q3 20239
Smart Portfolios, LLC 540.36%0.70%0.92%Q2 2021Q3 20239
Rehmann Capital Advisory Group 520.00%0.02%0.03%Q1 2019Q1 20239
Veracity Capital LLC 990.07%0.19%0.38%Q1 2020Q1 20229
CAHILL FINANCIAL ADVISORS INC 990.05%0.10%0.16%Q3 2021Q3 20239
Financial Enhancement Group LLC 990.00%0.01%0.01%Q1 2018Q1 20209
COLDSTREAM CAPITAL MANAGEMENT INC 540.02%0.02%0.02%Q2 2021Q3 20239
BOKF, NA 990.01%0.03%0.05%Q3 2021Q3 20239
Advisor Group, Inc. 990.00%0.00%0.00%Q4 2017Q4 20199
Kovack Advisors, Inc. 990.03%0.07%0.10%Q2 2020Q2 20229
Cooper Financial Group 990.06%0.40%2.38%Q1 2020Q1 20229
IMPACTfolio, LLC 993.96%5.80%6.60%Q4 2021Q4 20239
Foundations Investment Advisors, LLC 990.03%0.13%0.26%Q3 2020Q3 20229
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.08%0.13%0.16%Q2 2020Q2 20229
Waypoint Wealth Partners Inc. 710.09%0.14%0.22%Q4 2020Q3 20239
PITCAIRN CO 810.08%0.13%0.17%Q4 2020Q3 20239
Pine Haven Investment Counsel, Inc 880.28%0.30%0.33%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.00%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.08%0.11%0.17%Q4 2021Q3 20238
Simmons Bank 880.03%0.04%0.04%Q2 2021Q1 20238
Long Run Wealth Advisors, LLC 880.13%0.18%0.23%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.07%0.09%0.10%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.35%1.06%1.45%Q4 2021Q3 20238
OLIO Financial Planning 880.17%0.21%0.25%Q4 2021Q3 20238
Stephens Consulting, LLC 880.11%0.13%0.15%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.29%0.33%0.40%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Objective Capital Management, LLC 880.99%1.20%1.40%Q4 2021Q3 20238
Amundi 880.00%0.00%0.01%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 880.01%0.02%0.02%Q4 2021Q3 20238
Gradient Investments LLC 620.00%0.00%0.00%Q3 2021Q3 20238
Ledyard National Bank 880.62%1.18%1.53%Q3 2020Q2 20228
Golden State Wealth Management, LLC 710.01%0.07%0.16%Q1 2020Q1 20228
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.03%0.08%0.13%Q2 2021Q1 20238
HawsGoodwin Investment Management LLC 881.78%4.70%5.95%Q1 2020Q4 20218
Quent Capital, LLC 880.38%0.74%1.04%Q4 2021Q3 20238
Stonebridge Financial Planning Group, LLC 880.00%0.02%0.03%Q1 2020Q4 20218
Level Financial Advisors 880.00%0.02%0.08%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.06%0.08%0.09%Q3 2021Q3 20238
GRIMES & COMPANY, INC. 620.02%0.03%0.04%Q2 2020Q2 20238
Rede Wealth, LLC 710.11%0.32%0.43%Q4 2020Q4 20228
Leverty Financial Group, LLC 880.01%0.18%0.28%Q4 2021Q3 20238
YorkBridge Wealth Partners, LLC 880.01%0.01%0.01%Q3 2017Q2 20198
GLENMEDE TRUST CO NA 440.00%0.00%0.01%Q3 2021Q3 20238
Willow Creek Wealth Management Inc. 880.05%0.13%0.29%Q3 2020Q2 20228
FIRETHORN WEALTH PARTNERS, LLC 530.17%1.38%3.33%Q4 2020Q4 20228
Charter Oak Capital Management, LLC 880.01%0.04%0.05%Q4 2020Q3 20228
Dorsey & Whitney Trust CO LLC 880.05%0.06%0.07%Q3 2020Q2 20228
Truadvice, LLC 880.17%0.54%0.84%Q3 2020Q2 20228
EverSource Wealth Advisors, LLC 880.00%0.03%0.08%Q4 2021Q3 20238
MOLLER WEALTH PARTNERS 880.08%0.08%0.09%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 880.01%0.02%0.02%Q3 2021Q2 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.08%0.10%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.26%0.76%Q4 2019Q3 20218
Keystone Financial Services 880.12%0.95%3.17%Q4 2021Q3 20238
Kelman-Lazarov, Inc. 880.07%0.09%0.09%Q4 2020Q3 20228
Miracle Mile Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.00%0.07%0.56%Q1 2019Q4 20208
LexAurum Advisors, LLC 880.09%0.12%0.19%Q3 2020Q2 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
DHK Financial Advisors, Inc. 880.20%0.32%0.43%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LifePlan Financial Group, Inc 880.00%0.01%0.04%Q4 2018Q3 20208
Intergy Private Wealth, LLC 880.46%1.76%2.58%Q4 2021Q3 20238
Mariner, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Parcion Private Wealth LLC 880.08%0.12%0.17%Q1 2020Q4 20218
Laird Norton Wetherby Wealth Management, LLC 510.03%0.06%0.09%Q4 2020Q3 20238
Fort Point Capital Partners LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Gould Capital, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
3D/L Capital Management, LLC 410.06%0.07%0.08%Q1 2021Q3 20238
FLOW TRADERS U.S. LLC 210.02%0.19%0.77%Q3 2018Q2 20238
Brooklyn FI, LLC 880.17%0.45%0.91%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Mirae Asset Global Investments Co., Ltd. 880.02%0.02%0.03%Q4 2021Q3 20238
PSI Advisors, LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Covestor Ltd 880.06%0.09%0.19%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.15%0.17%0.20%Q4 2021Q3 20238
HOWE & RUSLING INC 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Sullivan, Bruyette, Speros & Blaney, LLC 770.02%0.03%0.05%Q3 2019Q1 20217
Horizons Wealth Management 770.00%0.01%0.01%Q2 2022Q4 20237
Copperleaf Capital, LLC 310.24%0.85%1.45%Q1 2020Q3 20237
SVB WEALTH LLC 770.00%0.01%0.01%Q1 2022Q3 20237
MOTCO 770.00%0.00%0.00%Q1 2022Q3 20237
Paracle Advisors, LLC 520.05%0.08%0.09%Q1 2019Q1 20217
Carnegie Capital Asset Management, LLC 770.01%0.01%0.01%Q3 2020Q1 20227
TFO Wealth Partners, LLC 770.00%0.05%0.30%Q1 2022Q3 20237
Veritable, L.P. 610.01%0.01%0.01%Q4 2018Q3 20207
Warren Street Wealth Advisors, LLC 770.20%0.23%0.27%Q1 2022Q3 20237
Aaron Wealth Advisors LLC 770.04%0.11%0.15%Q1 2021Q3 20227
Stokes Family Office, LLC 610.03%0.05%0.05%Q4 2021Q3 20237
O'Brien Wealth Partners LLC 610.11%0.15%0.30%Q1 2020Q3 20227
Graves Light Lenhart Wealth, Inc. 770.03%0.04%0.06%Q4 2020Q2 20227
CFS Investment Advisory Services, LLC 610.06%0.12%0.27%Q4 2020Q4 20227
One Capital Management, LLC 430.01%0.01%0.02%Q4 2021Q3 20237
Operose Advisors LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Trust Co 770.12%0.14%0.16%Q1 2022Q3 20237
CGN Advisors LLC 310.03%0.07%0.13%Q4 2020Q3 20237
Elmwood Wealth Management, Inc. 210.01%0.01%0.02%Q2 2019Q4 20217
Lantz Financial LLC 770.12%0.29%0.46%Q1 2021Q3 20227
W ADVISORS, LLC 520.43%0.48%0.53%Q4 2021Q3 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.09%0.14%0.18%Q1 2020Q3 20217
TCI Wealth Advisors, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Disciplined Investments, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
First Heartland Consultants, Inc. 770.01%0.06%0.08%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.03%0.09%0.23%Q1 2022Q3 20237
TD Capital Management LLC 520.00%0.00%0.00%Q3 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.77%1.05%1.59%Q1 2021Q4 20227
UNIONVIEW, LLC 770.32%0.37%0.42%Q1 2022Q3 20237
SWMG, LLC 610.51%2.82%4.29%Q4 2020Q3 20227
BOK Financial Private Wealth, Inc. 770.00%0.02%0.06%Q1 2022Q3 20237
APPLETON PARTNERS INC/MA 410.02%0.02%0.02%Q3 2021Q4 20237
Ascent Group, LLC 770.03%0.05%0.06%Q4 2021Q2 20237
TCWP LLC 770.04%0.07%0.11%Q4 2021Q2 20237
Csenge Advisory Group 770.02%0.05%0.08%Q1 2021Q3 20227
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 770.35%0.56%0.74%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.07%0.31%Q1 2022Q3 20237
Money Design Co.,Ltd. 770.72%0.81%0.87%Q1 2022Q3 20237
Cardinal Strategic Wealth Guidance 770.00%0.00%0.00%Q1 2022Q3 20237
SCHRODER INVESTMENT MANAGEMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
WEDBUSH SECURITIES INC 510.01%0.02%0.03%Q2 2021Q3 20236
Spearhead Capital Advisors, LLC 420.03%0.04%0.05%Q3 2020Q2 20226
Clear Perspectives Financial Planning, LLC 660.01%0.05%0.08%Q4 2020Q1 20226
Clear Creek Financial Management, LLC 410.05%0.14%0.18%Q2 2020Q1 20226
Intrua Financial, LLC 660.07%0.18%0.27%Q1 2021Q2 20226
Wescott Financial Advisory Group, LLC 660.05%0.22%0.28%Q2 2022Q3 20236
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
Fortis Capital Management LLC 660.11%0.17%0.23%Q2 2022Q3 20236
Smithfield Trust Co 660.00%0.00%0.00%Q2 2022Q3 20236
Live Your Vision, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Riverwater Partners LLC 660.24%0.64%1.29%Q4 2021Q1 20236
SIMON QUICK ADVISORS, LLC 660.02%0.04%0.05%Q2 2022Q3 20236
Allianz Asset Management GmbH 660.00%0.00%0.00%Q1 2021Q2 20226
Homrich & Berg 660.01%0.01%0.02%Q2 2020Q3 20216
Global Trust Asset Management, LLC 660.31%0.43%0.61%Q4 2018Q1 20206
Sound Income Strategies, LLC 510.00%0.01%0.01%Q1 2018Q3 20226
Blue Trust, Inc. 660.00%0.05%0.23%Q2 2022Q3 20236
Karn, Couzens & Associates, Inc. 660.28%0.46%0.80%Q4 2020Q1 20226
Lindbrook Capital, LLC 510.00%0.01%0.02%Q3 2020Q4 20226
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420.00%0.00%0.00%Q4 2021Q3 20236
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
STEPHENS INC /AR/ 660.01%0.01%0.01%Q4 2020Q1 20226
Wharton Business Group, LLC 660.01%0.03%0.04%Q2 2022Q3 20236
Kistler-Tiffany Companies, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
SYNOVUS FINANCIAL CORP 660.00%0.00%0.00%Q1 2019Q2 20206
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 330.15%0.31%0.49%Q1 2022Q3 20236
Crumly & Associates Inc. 661.79%3.15%4.37%Q4 2020Q1 20226
Lineweaver Wealth Advisors, LLC 510.08%2.60%4.64%Q1 2020Q1 20226
ASPIRIANT, LLC 510.01%0.06%0.11%Q4 2021Q2 20236
Kalos Management, Inc. 660.06%0.09%0.13%Q3 2020Q4 20216
PRIVATE TRUST CO NA 660.06%0.06%0.07%Q2 2022Q3 20236
Biltmore Capital Advisors LLC 660.11%1.03%1.56%Q3 2020Q4 20216
TIAA, FSB 660.03%0.47%0.56%Q1 2022Q2 20236
Covington Capital Management 660.01%0.01%0.01%Q2 2021Q3 20226
StoneX Group Inc. 660.07%0.08%0.10%Q3 2020Q4 20216
Sunbelt Securities, Inc. 330.01%0.04%0.08%Q1 2021Q3 20236
Prosperity Planning, Inc. 660.05%0.13%0.25%Q4 2020Q1 20226
Western Wealth Management, LLC 310.02%0.06%0.08%Q2 2020Q2 20226
Strategic Point Investment Advisors, LLC 660.11%0.12%0.12%Q4 2020Q1 20226
Omega Financial Group, LLC 660.25%0.51%0.65%Q2 2022Q3 20236
Marks Group Wealth Management, Inc 660.06%0.23%0.44%Q2 2021Q3 20226
Bangor Savings Bank 660.02%0.02%0.02%Q2 2022Q3 20236
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
UMB Bank, n.a. 660.01%0.01%0.01%Q4 2021Q1 20236
Wade Financial Advisory, Inc 330.11%0.14%0.19%Q1 2022Q3 20236
CREDIT SUISSE AG/ 330.00%0.01%0.02%Q4 2020Q4 20226
Apeiron RIA LLC 320.05%0.21%0.31%Q2 2022Q3 20235
BARCLAYS PLC 550.00%0.00%0.00%Q4 2020Q4 20215
Virtus Investment Advisers, Inc. 550.47%1.01%1.64%Q3 2022Q3 20235
JB Capital LLC 550.48%1.64%2.94%Q3 2021Q3 20225
Selective Wealth Management, Inc. 410.00%0.01%0.01%Q2 2020Q3 20225
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
CoreCap Advisors, LLC 550.01%0.03%0.05%Q4 2021Q4 20225
Bison Wealth, LLC 550.01%0.03%0.03%Q3 2020Q3 20215
Vontobel Holding Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
Weil Company, Inc. 550.15%0.27%0.31%Q3 2022Q3 20235
Eudaimonia Partners, LLC 550.00%0.01%0.02%Q1 2020Q1 20215
Main Street Financial Solutions, LLC 550.03%0.04%0.05%Q4 2020Q4 20215
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 210.00%0.00%0.00%Q1 2022Q3 20235
My Legacy Advisors, LLC 550.13%0.18%0.22%Q2 2022Q2 20235
Choate Investment Advisors 320.00%0.00%0.00%Q4 2021Q3 20235
Midwest Heritage Bank, FSB 550.20%0.28%0.40%Q4 2021Q4 20225
Merriman Wealth Management, LLC 320.01%0.11%0.20%Q2 2019Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q2 2022Q3 20235
TrueWealth Advisors, LLC 550.09%0.16%0.25%Q1 2021Q1 20225
BRINKER CAPITAL INC 550.01%0.01%0.02%Q2 2019Q2 20205
PFM Asset Management LLC 550.04%0.10%0.16%Q3 2020Q3 20215
McClarren Financial Advisors, Inc. 550.10%0.14%0.18%Q3 2022Q3 20235
Acropolis Investment Management, LLC 320.02%0.02%0.02%Q4 2021Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
BSW Wealth Partners 410.13%0.32%0.74%Q4 2018Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Walkner Condon Financial Advisors LLC 410.09%0.14%0.26%Q4 2019Q3 20215
West Wealth Group, LLC 550.09%0.64%1.44%Q1 2022Q1 20235
QUEST CAPITAL MANAGEMENT INC /ADV 550.05%0.08%0.14%Q4 2020Q4 20215
Wealthcare Advisory Partners LLC 410.00%0.01%0.01%Q1 2020Q3 20235
Cascadia Advisory Services, LLC 320.08%0.10%0.12%Q2 2020Q3 20215
Nachman Norwood & Parrott, Inc 550.15%1.30%1.89%Q2 2020Q2 20215
Oxinas Partners Wealth Management LLC 550.53%0.63%0.70%Q4 2020Q4 20215
GOFEN & GLOSSBERG LLC /IL/ 550.01%0.01%0.02%Q4 2021Q4 20225
PROVENCE WEALTH MANAGEMENT GROUP 410.08%1.13%2.32%Q4 2021Q3 20235
Raleigh Capital Management Inc. 410.00%0.35%0.78%Q4 2021Q3 20235
Sage Mountain Advisors LLC 310.00%0.01%0.01%Q1 2021Q2 20235
FINANCIAL LIFE ADVISORS 550.15%1.88%2.77%Q3 2022Q3 20235
Retirement Group, LLC 410.00%0.03%0.04%Q3 2020Q2 20235
Frontier Wealth Management LLC 320.03%0.07%0.10%Q2 2018Q4 20195
3EDGE Asset Management, LP 410.03%0.15%0.23%Q2 2020Q3 20235
All Season Financial Advisors, Inc. 410.28%0.53%0.72%Q2 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
NORTHSTAR ASSET MANAGEMENT INC 550.09%0.14%0.18%Q1 2021Q1 20225
Ausdal Financial Partners, Inc. 320.03%0.04%0.05%Q4 2020Q2 20225
Jordan Park Group LLC 550.03%0.03%0.03%Q3 2022Q3 20235
WealthTrust Fairport, LLC 550.01%0.03%0.05%Q1 2018Q1 20195
Clearstead Advisors, LLC 550.00%0.01%0.02%Q2 2022Q2 20235
Vestmark Advisory Solutions, Inc. 550.02%0.07%0.28%Q1 2021Q1 20225
Wealth Architects, LLC 550.06%0.16%0.20%Q3 2022Q3 20235
Clarius Group, LLC 410.02%0.05%0.12%Q2 2022Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.00%0.00%0.01%Q1 2021Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Compton Wealth Advisory Group, LLC 550.17%0.20%0.25%Q1 2021Q1 20225
Arkos Global Advisors 550.09%0.11%0.12%Q4 2020Q4 20215
BUCKINGHAM STRATEGIC PARTNERS, LLC 410.03%0.04%0.05%Q2 2022Q3 20235
One Day In July LLC 410.04%0.04%0.05%Q1 2022Q3 20235
BMS Financial Advisors, LLC 320.23%1.22%1.55%Q4 2021Q1 20235
Strengthening Families & Communities, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Onyx Bridge Wealth Group LLC 310.09%0.12%0.14%Q3 2021Q1 20234
US FINANCIAL ADVISORS, LLC 440.21%0.22%0.23%Q4 2022Q3 20234
Spartan Planning & Wealth Management 440.00%0.00%0.00%Q1 2022Q4 20224
PLANNING ALTERNATIVES LTD /ADV 440.03%0.04%0.06%Q4 2021Q3 20224
Brightworth 440.03%0.03%0.04%Q4 2021Q3 20224
Simplicity Solutions, LLC 440.05%0.09%0.15%Q1 2020Q4 20204
Integris Wealth Management, LLC 440.38%0.39%0.40%Q4 2022Q3 20234
Sterling Investment Advisors, Ltd. 440.03%0.05%0.06%Q4 2017Q3 20184
NCM Capital Management, LLC 440.24%0.30%0.35%Q1 2022Q4 20224
SageView Advisory Group, LLC 440.08%0.10%0.13%Q4 2022Q3 20234
WT Wealth Management 310.08%0.09%0.11%Q4 2021Q3 20234
1ST SOURCE BANK 310.01%0.01%0.01%Q1 2021Q1 20224
Global Wealth Strategies & Associates 440.01%0.01%0.01%Q4 2022Q3 20234
Ameraudi Asset Management, Inc. 440.17%0.18%0.19%Q4 2022Q3 20234
Diversified Trust Co 440.01%0.01%0.02%Q2 2021Q1 20224
OneDigital Investment Advisors LLC 310.00%0.01%0.01%Q2 2019Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q1 2019Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Professional Financial Advisors, LLC 220.01%0.01%0.02%Q3 2020Q3 20224
TORONTO DOMINION BANK 210.00%0.00%0.00%Q3 2019Q1 20234
VICUS CAPITAL 440.03%0.05%0.09%Q1 2020Q4 20204
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
SAGE FINANCIAL GROUP INC 440.05%0.05%0.05%Q4 2022Q3 20234
TSFG, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q4 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.76%1.75%2.26%Q4 2022Q3 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
Latitude Advisors, LLC 440.07%0.10%0.16%Q2 2021Q1 20224
BRIGHTON JONES LLC 440.02%0.03%0.04%Q3 2020Q2 20214
McIlrath & Eck, LLC 310.01%0.01%0.01%Q2 2022Q3 20234
FIRST FOUNDATION ADVISORS 440.01%0.01%0.02%Q4 2022Q3 20234
Argent Trust Co 440.02%0.02%0.02%Q4 2022Q3 20234
Manning & Napier Group, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Keystone Wealth Services, LLC 440.12%0.41%0.67%Q4 2021Q3 20224
MA Private Wealth 440.05%0.06%0.07%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.20%0.53%1.46%Q4 2022Q3 20234
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q4 2021Q3 20234
Laurel Wealth Advisors LLC 310.00%0.00%0.00%Q3 2020Q4 20224
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q4 2018Q3 20224
WCM INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Shepherd Financial Partners LLC 440.07%0.08%0.08%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q2 2022Q3 20234
Fund Evaluation Group, LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Falcon Wealth Planning 440.06%0.07%0.08%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.02%0.02%0.02%Q4 2022Q3 20234
CLIENT 1ST ADVISORY GROUP, LLC 440.15%0.71%1.89%Q1 2020Q4 20204
Financial Advisors, LLC 440.07%0.08%0.10%Q2 2021Q1 20224
CONSILIO WEALTH ADVISORS, LLC 440.47%0.76%1.35%Q4 2021Q3 20224
Parkside Advisors LLC 440.08%0.11%0.13%Q1 2023Q4 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
New Republic Capital, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
IAG Wealth Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
First Allied Advisory Services, Inc. 310.00%0.11%0.18%Q3 2019Q3 20204
Insight Wealth Strategies, LLC 440.07%0.12%0.24%Q4 2020Q3 20214
Corient Private Wealth LLC 440.02%0.03%0.03%Q4 2022Q3 20234
WASHINGTON TRUST BANK 440.03%0.03%0.03%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.02%0.03%0.03%Q3 2020Q2 20214
BRR OpCo, LLC 440.02%0.03%0.03%Q4 2021Q3 20224
WINTRUST INVESTMENTS LLC 310.25%0.30%0.33%Q1 2020Q1 20214
Farther Finance Advisors, LLC 440.16%0.23%0.28%Q4 2022Q3 20234
Aspire Wealth Management Corp 330.00%0.00%0.00%Q1 2023Q3 20233
tru Independence LLC 110.02%0.12%0.29%Q2 2020Q2 20213
Mach-1 Financial Group, LLC 210.01%0.04%0.10%Q2 2022Q1 20233
CPWM, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
WFA of San Diego, LLC 210.01%0.02%0.02%Q4 2022Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Bradley & Co. Private Wealth Management, LLC 330.04%0.04%0.05%Q1 2021Q3 20213
LIBRA WEALTH LLC 210.12%0.25%0.48%Q2 2022Q3 20233
ETRADE Capital Management LLC 330.59%0.96%1.24%Q1 2020Q3 20203
MARIPAU WEALTH MANAGEMENT LLC 330.34%0.52%0.61%Q4 2021Q2 20223
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
EP Wealth Advisors, LLC 210.00%0.01%0.01%Q3 2021Q2 20223
Hoover Financial Advisors, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
PFG Investments, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.06%0.06%0.06%Q2 2023Q4 20233
Better Money Decisions, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
First Command Financial Services, Inc. 330.00%0.01%0.02%Q3 2022Q1 20233
ATWOOD & PALMER INC 330.00%0.00%0.00%Q4 2020Q2 20213
CHOREO, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Y-Intercept (Hong Kong) Ltd 110.03%0.11%0.20%Q1 2021Q1 20233
CANADA PENSION PLAN INVESTMENT BOARD 330.00%0.02%0.03%Q1 2021Q3 20213
ABLE Financial Group, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
Elwood & Goetz Wealth Advisory Group, LLC 210.05%0.11%0.20%Q1 2022Q2 20233
Buck Wealth Strategies, LLC 330.00%0.02%0.03%Q1 2023Q3 20233
Advisory Alpha, LLC 110.00%0.03%0.09%Q1 2020Q3 20213
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Empower Advisory Group, LLC 330.77%0.79%0.82%Q1 2023Q3 20233
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Grant/GrossMendelsohn, LLC 330.26%0.27%0.28%Q1 2021Q3 20213
Badgley Phelps Wealth Managers, LLC 330.27%0.37%0.48%Q3 2021Q1 20223
Front Row Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
BECKER CAPITAL MANAGEMENT INC 330.04%0.07%0.09%Q1 2023Q3 20233
Fiduciary Planning LLC 330.06%0.06%0.07%Q3 2020Q1 20213
FormulaFolio Investments, LLC 330.00%0.05%0.14%Q4 2020Q2 20213
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
S.C. Financial Services, Inc. 330.32%0.65%0.87%Q4 2021Q2 20223
Prestige Wealth Management Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Sound Financial Strategies Group, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2021Q3 20223
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
First Command Bank 330.00%0.01%0.02%Q3 2022Q1 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Cornerstone Planning Group LLC 210.03%0.04%0.06%Q4 2022Q3 20233
Investors Research Corp 330.00%0.00%0.00%Q2 2022Q4 20223
Chicago Wealth Management, Inc. 330.24%0.26%0.29%Q4 2020Q2 20213
Kore Private Wealth LLC 210.00%0.00%0.00%Q4 2018Q4 20193
Keystone Financial Group 330.23%0.25%0.27%Q1 2021Q3 20213
Arjuna Capital 210.09%0.19%0.24%Q1 2019Q2 20213
Millburn Ridgefield Corp 330.01%0.02%0.02%Q1 2023Q3 20233
Fiduciary Alliance LLC 210.00%0.04%0.08%Q4 2022Q3 20233
Jacobi Capital Management LLC 210.00%0.00%0.00%Q2 2020Q3 20213
Outlook Wealth Advisors, LLC 331.58%1.68%1.82%Q1 2021Q3 20213
GSA CAPITAL PARTNERS LLP 330.06%0.08%0.12%Q1 2023Q3 20233
Cornerstone Advisors, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
Merit Financial Group, LLC 330.06%0.18%0.30%Q1 2022Q3 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q3 2021Q1 20223
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q3 2018Q2 20213
Faithward Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Visionary Wealth Advisors 330.04%0.33%0.48%Q2 2020Q4 20203
KARLINSKI ANDREW C 330.01%0.02%0.02%Q1 2022Q3 20223
Allen Capital Group, LLC 330.12%0.14%0.16%Q1 2022Q3 20223
Column Capital Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q3 2022Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
HALL LAURIE J TRUSTEE 330.01%0.02%0.03%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
HRT FINANCIAL LP 210.00%0.01%0.01%Q3 2022Q2 20233
Alpha Omega Wealth Management LLC 330.01%0.01%0.01%Q4 2018Q2 20193
GoalVest Advisory LLC 210.01%0.51%1.52%Q2 2021Q2 20223
Avantax Planning Partners, Inc. 210.01%0.01%0.01%Q1 2022Q1 20233
CVA Family Office, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
EVERMAY WEALTH MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q3 2018Q1 20193
Pinnacle Bancorp, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Northland Capital Management LLC 331.38%1.47%1.60%Q4 2021Q2 20223
VisionPoint Advisory Group, LLC 330.16%0.18%0.21%Q2 2020Q4 20203
WealthCare Investment Partners, LLC 330.20%0.29%0.41%Q4 2021Q2 20223
Sharper & Granite LLC 330.12%0.12%0.12%Q1 2023Q3 20233
DFPG INVESTMENTS, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q3 2019Q1 20213
ALTERNA WEALTH MANAGEMENT, INC 210.20%0.24%0.29%Q4 2020Q1 20223
Strategic Wealth Partners Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Fieldpoint Private Securities, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
TPG Financial Advisors, LLC 220.17%0.18%0.18%Q4 2020Q1 20212
Integrated Advisors Network LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Modera Wealth Management, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Alpha DNA Investment Management LLC 220.13%0.15%0.16%Q4 2020Q1 20212
Pinnacle Advisory Group, Inc. 220.01%0.01%0.02%Q4 2020Q1 20212
UNION SAVINGS BANK 220.07%0.07%0.08%Q2 2023Q3 20232
Abacus Wealth Partners, LLC 220.34%0.36%0.38%Q4 2020Q1 20212
CFM WEALTH PARTNERS LLC 110.05%0.06%0.06%Q2 2022Q1 20232
Estate Counselors, LLC 110.00%0.01%0.01%Q4 2021Q3 20222
ERTS Wealth Advisors, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
4J Wealth Management LLC 220.31%0.91%1.51%Q4 2020Q1 20212
Barrett Asset Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.01%Q2 2020Q4 20222
Gerber Kawasaki Wealth & Investment Management 220.00%0.01%0.02%Q3 2021Q4 20212
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.08%0.10%Q4 2021Q3 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Great Diamond Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
Dragon Financial & Investment Group, LLC 220.34%0.47%0.59%Q2 2018Q3 20182
Milestone Investment Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q1 2021Q2 20232
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TOWNSQUARE CAPITAL LLC 110.02%0.02%0.03%Q2 2019Q3 20232
RETIREMENT INCOME SOLUTIONS, INC 110.05%0.06%0.08%Q1 2022Q2 20232
ORG Partners LLC 220.00%0.04%0.08%Q2 2023Q3 20232
COMERICA BANK 110.01%0.02%0.02%Q4 2022Q3 20232
Wealthspire Advisors, LLC 110.00%0.00%0.01%Q4 2018Q3 20212
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SOA Wealth Advisors, LLC. 220.00%0.00%0.00%Q1 2021Q2 20212
RDA Financial Network 220.14%0.17%0.21%Q4 2019Q1 20202
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.01%Q1 2020Q3 20212
BRASADA CAPITAL MANAGEMENT, LP 220.08%0.08%0.08%Q1 2021Q2 20212
Icon Wealth Advisors, LLC 220.21%0.26%0.32%Q3 2022Q4 20222
Koss-Olinger Consulting, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
Johnson Financial Group, LLC 220.05%0.05%0.06%Q4 2020Q1 20212
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2022Q3 20222
MBM Wealth Consultants, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Northwest Capital Management Inc 220.00%0.00%0.01%Q2 2023Q3 20232
HBC Financial Services, PLLC 220.00%0.02%0.03%Q2 2022Q3 20222
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
Heritage Trust Co 220.05%0.05%0.05%Q2 2023Q3 20232
Princeton Global Asset Management LLC 220.36%0.50%0.65%Q1 2020Q2 20202
PECAUT & CO. 220.10%0.10%0.10%Q4 2021Q1 20222
Continuum Advisory, LLC 110.07%0.12%0.17%Q1 2020Q2 20212
Burleson & Company, LLC 110.00%0.00%0.00%Q2 2021Q4 20222
BADGLEY PHELPS & BELL INC 220.45%0.48%0.50%Q1 2021Q2 20212
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VIVID FINANCIAL MANAGEMENT, INC. 221.01%1.19%1.37%Q4 2019Q1 20202
Mayflower Financial Advisors, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Sovereign Financial Group, Inc. 220.12%0.12%0.13%Q4 2021Q1 20222
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.02%0.03%Q1 2022Q3 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.04%0.08%0.11%Q1 2021Q2 20212
Capital CS Group, LLC 110.25%0.26%0.27%Q2 2021Q4 20212
Idaho Trust Bank 220.97%0.98%0.98%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20232
Watermark Asset Management, Inc. 220.00%0.01%0.01%Q3 2018Q4 20182
FLAGSTAR ADVISORS INC 110.04%0.05%0.06%Q3 2021Q3 20222
Interchange Capital Partners, LLC 220.23%0.25%0.28%Q2 2022Q3 20222
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2020Q3 20222
KM Capital Management Ltd. 220.91%0.91%0.92%Q4 2022Q1 20232
Wealth Advisory Solutions, LLC 220.26%0.26%0.27%Q3 2022Q4 20222
Tempus Wealth Planning, LLC 220.14%0.15%0.16%Q3 2022Q4 20222
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2021Q1 20232
Fulcrum Capital LLC 220.24%0.96%1.68%Q3 2022Q4 20222
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20222
Oxler Private Wealth LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 220.03%0.04%0.04%Q2 2022Q3 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q4 2021Q1 20222
SMITH SHELLNUT WILSON LLC /ADV 220.00%0.00%0.01%Q2 2021Q3 20212
Maxim Capital Management LLC 220.26%0.29%0.33%Q1 2020Q2 20202
Strategic Asset Management, LLC 220.01%0.17%0.33%Q2 2022Q3 20222
Pinnacle Private Wealth, LLC 220.12%0.15%0.18%Q4 2021Q1 20222
Inscription Capital, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Hoxton Planning & Management, LLC 220.15%0.15%0.15%Q4 2022Q1 20232
Karp Capital Management Corp 220.05%0.05%0.05%Q1 2022Q2 20222
Fortis Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
CERTUITY, LLC 220.05%0.06%0.06%Q4 2021Q1 20222
Prostatis Group LLC 111.21%1.39%1.57%Q1 2022Q4 20222
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Lenox Wealth Management, Inc. 220.02%0.03%0.03%Q1 2020Q2 20202
WCG Wealth Advisors LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Silicon Hills Wealth Management, LLC 110.01%0.09%0.16%Q4 2019Q4 20222
ELM ADVISORS, LLC 110.03%0.06%0.08%Q3 2018Q4 20202
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2022Q3 20232
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Sentinus, LLC 110.44%0.44%0.44%Q3 2022Q3 20221
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BLB&B Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ExodusPoint Capital Management, LP 110.02%0.02%0.02%Q2 2020Q2 20201
Beacon Pointe Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Heritage Financial Services, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2023Q1 20231
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q3 2022Q3 20221
Tuttle Capital Management, LLC 110.29%0.29%0.29%Q3 2018Q3 20181
Crabel Capital Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q3 2021Q3 20211
Lighthouse Financial Advisors, Inc. 110.06%0.06%0.06%Q1 2021Q1 20211
RATIONAL ADVISORS LLC 110.37%0.37%0.37%Q3 2018Q3 20181
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Moss Adams Wealth Advisors LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PRESILIUM PRIVATE WEALTH, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Castle Rock Wealth Management, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
HOHIMER WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Jump Financial, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2021Q4 20211
1900 WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Laurel Wealth Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Hayden Royal, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.10%0.10%0.10%Q4 2021Q4 20211
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Dentgroup LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.29%0.29%0.29%Q4 2019Q4 20191
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Francis Financial, Inc. 110.75%0.75%0.75%Q2 2022Q2 20221
Stratos Investment Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Bank Julius Baer & Co. Ltd, Zurich 110.03%0.03%0.03%Q1 2020Q1 20201
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.02%0.02%0.02%Q2 2020Q2 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.12%0.12%0.12%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.44%0.44%0.44%Q2 2022Q2 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.24%0.24%0.24%Q1 2020Q1 20201
Pinion Investment Advisors, LLC 110.37%0.37%0.37%Q1 2022Q1 20221
PGIM Custom Harvest LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Valmark Advisers, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RETIREMENT CAPITAL STRATEGIES 110.16%0.16%0.16%Q3 2018Q3 20181
JD Financial Services Inc. 110.32%0.32%0.32%Q4 2020Q4 20201
Transparent Wealth Partners LLC 110.20%0.20%0.20%Q1 2022Q1 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q1 2023Q1 20231
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.32%0.32%0.32%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q3 2021Q3 20211
Watson Rebecca 110.08%0.08%0.08%Q2 2020Q2 20201
Premia Global Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
XML Financial, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
American Trust 110.13%0.13%0.13%Q1 2023Q1 20231
Jaffetilchin Investment Partners, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Teamwork Financial Advisors, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
WealthPLAN Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
&PARTNERS 110.10%0.10%0.10%Q3 2023Q3 20231
Schrum Private Wealth Management LLC 110.20%0.20%0.20%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LWS Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
CANANDAIGUA NATIONAL BANK & TRUST CO 110.04%0.04%0.04%Q4 2018Q4 20181
Pallas Capital Advisors LLC 111.60%1.60%1.60%Q1 2022Q1 20221
DeDora Capital, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
SUNTRUST BANKS INC 110.01%0.01%0.01%Q3 2019Q3 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bernardo Wealth Planning LLC 111.13%1.13%1.13%Q1 2020Q1 20201
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Security Financial Services, INC. 110.08%0.08%0.08%Q2 2022Q2 20221
SIENA CAPITAL LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Clarfeld Financial Advisors, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Guardian Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Heritage Way Advisors, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Lion Street Advisors, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
Anfield Capital Management, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Covenant Multifamily Offices, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Formidable Asset Management, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hobart Private Capital, LLC 110.73%0.73%0.73%Q4 2022Q4 20221
Trexquant Investment LP 110.01%0.01%0.01%Q4 2022Q4 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Equita Financial Network, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MFA WEALTH ADVISORS, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
M. Kulyk & Associates, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Edge Capital Group, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.53%0.53%0.53%Q3 2023Q3 20231
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q1 2020Q1 20201
Rice Partnership, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Scissortail Wealth Management, LLC 110.66%0.66%0.66%Q1 2022Q1 20221
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Choice Wealth Advisors, LLC 110.58%0.58%0.58%Q2 2022Q2 20221
Smart Money Group LLC 111.25%1.25%1.25%Q1 2020Q1 20201
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Spectrum Planning & Advisory Services Inc. 110.32%0.32%0.32%Q3 2022Q3 20221
Harborview Advisors, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Blue Barn Wealth, LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Leicht Financial Planning & Wealth Management, Inc. 112.85%2.85%2.85%Q1 2020Q1 20201
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Westside Investment Management, Inc. 110.06%0.06%0.06%Q3 2022Q3 20221
Annis Gardner Whiting Capital Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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