ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 40400.00%0.01%0.10%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.01%0.02%Q4 2013Q3 202340
BANK OF AMERICA CORP /DE/ 40400.00%0.01%0.04%Q4 2013Q3 202340
LPL Financial LLC 39390.00%0.05%0.20%Q1 2014Q3 202339
WELLS FARGO & COMPANY/MN 3340.00%0.01%0.02%Q2 2014Q3 202337
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 35350.00%0.02%0.06%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.00%1.70%6.04%Q1 2015Q3 202335
BANK OF MONTREAL /CAN/ 2510.00%0.00%0.01%Q4 2013Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.01%0.25%1.51%Q2 2015Q3 202334
Bank of New York Mellon Corp 34340.00%0.01%0.02%Q2 2015Q3 202334
AMERIPRISE FINANCIAL INC 3210.00%0.01%0.02%Q2 2015Q3 202333
PNC FINANCIAL SERVICES GROUP, INC. 33330.00%0.00%0.00%Q3 2015Q3 202333
Mirae Asset Global Investments Co., Ltd. 3030.00%0.02%0.11%Q1 2014Q3 202333
Creative Planning 32320.00%0.07%0.61%Q4 2015Q3 202332
Sigma Planning Corp 31310.04%0.08%0.12%Q1 2016Q3 202331
Private Advisor Group, LLC 2110.00%0.02%0.07%Q3 2014Q3 202331
ASSETMARK, INC 2920.00%0.60%1.67%Q3 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.01%0.02%Q2 2016Q4 202331
NORTHWEST INVESTMENT COUNSELORS, LLC 31310.11%0.21%0.30%Q1 2016Q3 202331
GOLDMAN SACHS GROUP INC 2310.00%0.00%0.01%Q2 2015Q3 202331
BlackRock Inc. 30300.00%0.01%0.01%Q2 2016Q3 202330
Janney Montgomery Scott LLC 2140.00%0.08%0.42%Q4 2014Q3 202330
Peak Financial Management, Inc. 30301.60%2.68%3.20%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 30300.00%0.03%0.05%Q2 2016Q3 202330
Geneos Wealth Management Inc. 30300.00%0.12%0.34%Q2 2016Q3 202330
Advisory Services Network, LLC 2730.00%0.08%0.29%Q1 2016Q3 202330
FMR LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
Stratos Wealth Partners, LTD. 29290.02%0.21%0.70%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 29290.00%0.02%0.04%Q3 2016Q3 202329
HighTower Advisors, LLC 2810.00%0.06%0.13%Q1 2016Q3 202329
IFP Advisors, Inc 1710.00%0.04%0.12%Q4 2015Q3 202329
CAPTRUST FINANCIAL ADVISORS 28280.00%0.21%0.88%Q4 2016Q3 202328
D.A. DAVIDSON & CO. 28280.00%0.05%0.09%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.34%1.24%Q4 2016Q3 202328
FDx Advisors, Inc. 1990.01%0.04%0.17%Q3 2016Q3 202328
CKW FINANCIAL GROUP 28280.00%0.08%0.13%Q4 2016Q3 202328
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2160.00%0.40%3.87%Q3 2015Q3 202327
DUNCKER STREETT & CO INC 16110.02%0.03%0.05%Q4 2016Q3 202327
US BANCORP \DE\ 27270.00%0.00%0.00%Q1 2017Q3 202327
PARK AVENUE SECURITIES LLC 27270.03%0.43%3.43%Q1 2017Q3 202327
Cambridge Investment Research Advisors, Inc. 27270.01%0.02%0.08%Q1 2017Q3 202327
Jaffetilchin Investment Partners, LLC 27270.09%1.30%4.50%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.06%Q4 2016Q3 202327
CITIGROUP INC 2070.00%0.00%0.00%Q3 2016Q3 202327
INVESTMENT PARTNERS, LTD. 27270.20%0.59%1.67%Q1 2017Q3 202327
LeJeune Puetz Investment Counsel LLC 26260.09%0.33%0.69%Q4 2016Q1 202326
Stonehage Fleming Financial Services Holdings Ltd 1510.01%0.05%0.11%Q3 2015Q3 202326
Gradient Investments LLC 2410.00%0.80%1.69%Q1 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.12%0.44%Q2 2017Q3 202326
FIRST HAWAIIAN BANK 26260.04%0.09%0.22%Q2 2017Q3 202326
WEALTHSOURCE PARTNERS, LLC 26260.07%0.78%2.73%Q2 2017Q3 202326
1834 INVESTMENT ADVISORS CO 26260.05%0.17%0.29%Q2 2017Q3 202326
Regal Wealth Group, Inc. 26261.34%3.09%5.38%Q4 2016Q1 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26260.00%0.00%0.01%Q2 2017Q3 202326
WESTWOOD HOLDINGS GROUP INC 25250.00%0.07%0.43%Q3 2017Q3 202325
Mount Lucas Management LP 1540.07%0.57%1.13%Q2 2016Q3 202325
JANE STREET GROUP, LLC 620.00%0.04%0.12%Q3 2014Q3 202325
CONNING INC. 25250.14%0.37%0.61%Q3 2017Q3 202325
One Capital Management, LLC 25250.13%0.21%0.27%Q3 2017Q3 202325
Front Row Advisors LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
JPMORGAN CHASE & CO 2210.00%0.00%0.00%Q2 2016Q3 202324
Sound Income Strategies, LLC 24243.49%9.08%14.58%Q4 2017Q3 202324
Clearwater Capital Advisors, LLC 13110.03%2.52%6.86%Q2 2016Q3 202224
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.01%0.04%Q2 2017Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.08%0.35%0.81%Q4 2017Q3 202324
Ifrah Financial Services, Inc. 24240.76%0.82%0.90%Q4 2016Q3 202224
Coastline Trust Co 24240.07%0.53%0.90%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.13%1.22%2.45%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.18%0.27%0.39%Q4 2017Q3 202324
HSBC HOLDINGS PLC 2210.00%0.00%0.00%Q1 2017Q3 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.15%0.47%Q2 2014Q4 201923
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Towercrest Capital Management 23230.89%1.80%5.21%Q1 2018Q3 202323
NAPLES GLOBAL ADVISORS, LLC 23230.06%0.34%0.52%Q1 2018Q3 202323
Lee Financial Co 23230.00%0.07%0.12%Q1 2018Q3 202323
Avior Wealth Management, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
First Horizon Advisors, Inc. 2210.00%0.01%0.06%Q2 2017Q3 202323
Alliance Wealth Management Group 23231.30%1.57%2.54%Q4 2017Q2 202323
WealthShield Partners, LLC 1760.00%0.17%1.00%Q4 2017Q3 202323
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23230.12%0.45%0.62%Q1 2018Q3 202323
MEEDER ASSET MANAGEMENT INC 1110.00%0.32%3.50%Q4 2015Q2 202223
Ballast, Inc. 22220.08%1.29%1.83%Q1 2018Q2 202322
Snowden Capital Advisors LLC 920.01%0.19%0.64%Q1 2016Q3 202322
Advisors Capital Management, LLC 22220.20%0.68%0.98%Q2 2018Q3 202322
Probity Advisors, Inc. 1221.10%3.67%4.88%Q4 2017Q3 202322
AlphaStar Capital Management, LLC 2020.05%0.44%1.28%Q1 2018Q3 202322
Anchor Investment Management, LLC 22220.01%0.02%0.03%Q1 2016Q2 202122
Jacobi Capital Management LLC 22220.00%0.00%0.01%Q2 2016Q3 202122
Arete Wealth Advisors, LLC 22220.09%0.11%0.15%Q1 2018Q2 202322
AdvisorNet Financial, Inc 22220.00%0.06%0.24%Q2 2018Q3 202322
Lowe Wealth Advisors, LLC 22220.01%0.03%0.04%Q3 2018Q4 202322
SignalPoint Asset Management, LLC 2110.09%0.14%0.18%Q4 2016Q3 202222
NEXT Financial Group, Inc 1420.01%0.07%0.14%Q1 2015Q4 202121
Summit X, LLC 1560.10%0.30%0.88%Q1 2018Q3 202321
Capital Analysts, LLC 2010.02%0.74%2.33%Q4 2016Q3 202321
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.04%Q2 2016Q3 202321
Financial Advocates Investment Management 2010.02%0.06%0.16%Q2 2018Q3 202321
Red Cedar Capital, LLC 21210.06%0.08%0.09%Q4 2017Q4 202221
B. Riley Wealth Advisors, Inc. 21210.02%0.08%0.25%Q3 2018Q3 202321
S. R. Schill & Associates 1110.12%1.67%3.16%Q3 2016Q3 202321
AE Wealth Management LLC 1740.01%0.14%0.38%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.30%1.07%Q3 2018Q3 202321
Redhawk Wealth Advisors, Inc. 21211.05%2.64%5.24%Q3 2018Q3 202321
Sage Advisory Services, Ltd.Co. 21210.03%3.05%4.26%Q3 2018Q3 202321
SeaBridge Investment Advisors LLC 20200.56%1.15%1.68%Q2 2018Q1 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.02%0.17%0.81%Q4 2018Q3 202320
Cetera Investment Advisers 20200.02%0.08%0.40%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
Mariner, LLC 1210.00%0.06%0.14%Q3 2016Q3 202320
FLOW TRADERS U.S. LLC 710.01%1.03%4.00%Q4 2015Q2 202320
BLAIR WILLIAM & CO/IL 1460.00%0.00%0.00%Q1 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20201.36%2.32%3.05%Q4 2018Q3 202320
StrategIQ Financial Group, LLC 1460.06%0.13%0.22%Q3 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.07%Q4 2017Q3 202220
Migdal Insurance & Financial Holdings Ltd. 1520.00%0.00%0.04%Q1 2017Q2 202320
ERn Financial, LLC 20200.05%0.18%0.39%Q4 2018Q3 202320
CWM, LLC 1020.00%0.05%0.89%Q2 2018Q3 202320
Advanced Asset Management Advisors Inc 1620.14%0.28%0.87%Q4 2017Q3 202320
FIFTH THIRD BANCORP 1710.00%0.00%0.00%Q4 2015Q3 202319
Kingsview Wealth Management, LLC 1360.04%0.14%0.36%Q4 2018Q3 202319
Larson Financial Group LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
MCF Advisors LLC 19190.00%0.03%0.10%Q1 2017Q3 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.10%0.16%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.06%0.11%0.16%Q4 2018Q2 202319
Dakota Wealth Management 19190.01%0.08%0.26%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
ETRADE Capital Management LLC 19190.04%0.23%0.91%Q1 2016Q3 202019
Donoghue Forlines LLC 1450.24%3.79%8.99%Q4 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.05%0.07%0.10%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 19190.02%0.03%0.05%Q1 2019Q3 202319
Personal Capital Advisors Corp 18181.47%1.56%1.71%Q3 2018Q4 202218
Horizon Investment Services, LLC 1620.12%0.78%2.17%Q1 2016Q4 202018
Bramshill Investments, LLC 720.01%1.75%11.31%Q2 2018Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.01%Q3 2014Q3 202318
Cetera Advisors LLC 1440.01%0.13%0.26%Q4 2018Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.01%0.02%Q2 2019Q3 202318
NOVARE CAPITAL MANAGEMENT LLC 18180.04%0.06%0.11%Q2 2017Q3 202118
BB&T SECURITIES, LLC 18180.01%0.02%0.08%Q2 2015Q3 201918
MBM Wealth Consultants, LLC 17170.00%3.18%6.79%Q4 2018Q4 202217
BARINGS LLC 17170.01%0.28%0.53%Q4 2018Q4 202217
PRUDENTIAL FINANCIAL INC 17170.00%0.02%0.20%Q3 2019Q3 202317
Shilanski & Associates, Inc. 1340.18%0.28%0.35%Q2 2019Q3 202317
Steward Partners Investment Advisory, LLC 1520.00%0.02%0.05%Q1 2017Q3 202317
Integrated Wealth Concepts LLC 17170.01%0.25%0.75%Q3 2019Q3 202317
QUATTRO FINANCIAL ADVISORS LLC 980.06%1.95%5.73%Q1 2017Q3 202117
Vectors Research Management, LLC 17170.46%3.18%5.00%Q3 2019Q3 202317
RFG Advisory, LLC 1250.01%0.31%1.04%Q4 2017Q4 202217
Parallel Advisors, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Madden Advisory Services, Inc. 1250.16%0.64%1.61%Q4 2018Q3 202317
HANCOCK WHITNEY CORP 17170.01%0.09%0.19%Q4 2013Q4 201717
Financial Gravity Asset Management, Inc. 1250.01%0.68%3.40%Q1 2019Q3 202317
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 17170.48%1.62%3.08%Q4 2016Q4 202017
PFS INVESTMENTS INC. 17170.12%0.59%0.94%Q2 2019Q2 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
SCOTIA CAPITAL INC. 17170.00%0.01%0.03%Q3 2019Q3 202317
Armor Investment Advisors, LLC 17170.02%0.07%0.09%Q4 2017Q4 202117
OPPENHEIMER & CO INC 1120.01%0.02%0.05%Q1 2019Q3 202316
KFA Private Wealth Group, LLC 16160.15%1.48%6.88%Q4 2019Q3 202316
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1150.16%0.78%1.36%Q4 2018Q1 202316
LWS Wealth Advisors, Inc. 16160.19%1.89%3.01%Q4 2019Q3 202316
Montecito Bank & Trust 16160.15%0.60%1.09%Q1 2020Q4 202316
Curtis Advisory Group, LLC 16160.46%0.88%1.25%Q4 2019Q3 202316
SVB WEALTH LLC 16160.01%0.03%0.09%Q4 2019Q3 202316
Global Endowment Management, LP 16160.05%0.18%0.38%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.12%0.23%0.42%Q4 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Avidian Wealth Solutions, LLC 1410.03%0.26%0.39%Q3 2017Q4 202216
Stokes Family Office, LLC 16160.06%0.41%2.50%Q4 2019Q3 202316
NewEdge Advisors, LLC 16160.00%0.14%0.68%Q4 2019Q3 202316
Beacon Pointe Advisors, LLC 16160.03%0.13%0.44%Q4 2019Q3 202316
PALLADIUM PARTNERS LLC 16160.01%0.02%0.02%Q3 2017Q2 202116
Cetera Advisor Networks LLC 1510.01%0.05%0.18%Q3 2018Q3 202316
AVIANCE CAPITAL MANAGEMENT, LLC 1510.00%0.57%1.45%Q1 2015Q1 201916
TRUIST FINANCIAL CORP 16160.02%0.04%0.14%Q4 2019Q3 202316
Sumitomo Mitsui Trust Holdings, Inc. 1420.00%0.00%0.01%Q3 2019Q3 202316
Dynamic Advisor Solutions LLC 16160.06%0.29%0.55%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.01%0.04%Q4 2019Q3 202316
Vestmark Advisory Solutions, Inc. 870.02%0.11%0.54%Q1 2019Q2 202315
Hanlon Investment Management, Inc. 1410.08%1.45%2.62%Q1 2019Q4 202215
Advisors Asset Management, Inc. 1230.00%0.00%0.00%Q2 2017Q3 202315
Capital Investment Advisory Services, LLC 15150.02%0.03%0.06%Q1 2020Q3 202315
Brinker Capital Investments, LLC 1110.00%0.18%0.77%Q4 2015Q4 202215
FCA CORP /TX 15150.07%0.63%1.12%Q2 2017Q4 202015
First Allied Advisory Services, Inc. 15150.01%0.04%0.11%Q1 2017Q3 202015
MONEYWISE, INC. 15150.23%0.33%0.40%Q3 2016Q1 202015
SCS Capital Management LLC 1050.01%1.26%4.39%Q3 2017Q1 202215
Baker Avenue Asset Management, LP 1410.02%0.32%1.18%Q4 2019Q3 202315
Advisory Alpha, LLC 1140.21%0.88%2.94%Q4 2017Q3 202315
SHEETS SMITH WEALTH MANAGEMENT 740.07%0.21%0.35%Q2 2017Q3 202315
CLIENT 1ST ADVISORY GROUP, LLC 15150.21%1.37%3.85%Q1 2020Q3 202315
Quaker Wealth Management, LLC 960.20%0.67%4.32%Q4 2019Q3 202315
ALESCO ADVISORS LLC 15150.09%0.29%0.39%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 1120.00%0.10%0.34%Q4 2017Q1 202315
FinTrust Capital Advisors, LLC 910.00%0.09%0.20%Q4 2018Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 1120.02%0.04%0.06%Q2 2018Q3 202315
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
Lineweaver Wealth Advisors, LLC 15150.11%0.82%2.69%Q1 2020Q3 202315
IPG Investment Advisors LLC 15150.06%0.15%0.28%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.13%0.30%Q1 2020Q3 202315
Venturi Wealth Management, LLC 830.00%0.24%0.50%Q4 2016Q2 202315
Wechter Feldman Wealth Management, Inc. 15150.18%1.38%3.18%Q4 2017Q2 202115
Retirement Group, LLC 1410.02%0.14%0.26%Q4 2019Q3 202315
Mutual Advisors, LLC 15150.02%0.04%0.08%Q1 2020Q3 202315
SteelPeak Wealth, LLC 15150.02%0.32%1.18%Q1 2020Q3 202315
Stelac Advisory Services LLC 15150.05%0.10%0.16%Q4 2018Q2 202215
Belpointe Asset Management LLC 1310.01%0.05%0.08%Q1 2020Q3 202314
EisnerAmper Wealth Management Corporate Benefits, LLC 14140.11%0.20%0.28%Q1 2019Q2 202214
Qube Research & Technologies Ltd 1310.00%0.15%0.60%Q4 2019Q3 202314
Baird Financial Group, Inc. 810.00%0.00%0.01%Q2 2019Q3 202314
Capital Asset Advisory Services LLC 910.00%0.06%0.25%Q4 2016Q2 202214
HNP Capital LLC 1220.51%3.41%5.01%Q3 2019Q1 202314
ALLSTATE CORP 1110.38%1.99%3.67%Q3 2017Q3 202314
WHITTIER TRUST CO 14140.00%0.08%0.17%Q2 2020Q3 202314
Asset Planning Services, Ltd. 14140.05%0.07%0.10%Q2 2015Q3 201814
SUNTRUST BANKS INC 14140.01%0.01%0.04%Q2 2016Q3 201914
Rosenberg Matthew Hamilton 14140.14%0.31%0.58%Q2 2020Q3 202314
Bartlett & Co. LLC 1310.00%0.17%0.25%Q1 2018Q4 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.01%0.77%1.31%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 1310.00%0.00%0.01%Q2 2018Q4 202114
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.05%0.23%0.54%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.02%0.11%0.20%Q4 2019Q3 202314
McNamara Financial Services, Inc. 14140.10%0.13%0.18%Q2 2020Q3 202314
Trust Co 14140.01%0.05%0.41%Q1 2015Q2 201814
Csenge Advisory Group 14140.03%0.07%0.15%Q2 2020Q3 202314
SIGMA INVESTMENT COUNSELORS INC 14140.33%0.44%0.63%Q2 2020Q3 202314
Meridian Wealth Management, LLC 1220.02%0.19%0.62%Q4 2016Q4 202114
GeoWealth Management, LLC 14140.04%0.23%0.78%Q2 2020Q3 202314
Allianz Asset Management GmbH 520.00%0.01%0.03%Q1 2018Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 14140.04%0.12%0.26%Q2 2020Q3 202314
DAVIDSON INVESTMENT ADVISORS 920.00%0.02%0.03%Q4 2016Q2 202314
Tower Research Capital LLC (TRC) 710.00%0.00%0.00%Q1 2014Q3 202314
Lattice Strategies LLC 14140.47%1.04%1.38%Q4 2015Q1 201914
Cumberland Partners Ltd 14140.04%0.08%0.13%Q3 2019Q4 202214
Strategic Blueprint, LLC 14140.02%0.11%0.25%Q2 2020Q3 202314
EDMOND DE ROTHSCHILD HOLDING S.A. 13130.00%0.00%0.00%Q3 2020Q3 202313
PFG Advisors 13130.03%0.11%0.23%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.05%0.16%Q3 2020Q3 202313
Advisor OS, LLC 1210.19%0.87%5.18%Q2 2020Q3 202313
Stratos Wealth Advisors, LLC 1030.02%0.08%0.27%Q1 2020Q2 202313
WP Advisors, LLC 13134.99%7.86%10.26%Q4 2016Q4 201913
Next Capital Management LLC 940.02%0.63%3.32%Q4 2018Q3 202313
Archer Investment Corp 940.00%0.01%0.02%Q2 2020Q3 202313
OPTIMUM INVESTMENT ADVISORS 13130.00%0.00%0.01%Q1 2018Q1 202113
WRAPMANAGER INC 940.06%1.23%2.06%Q1 2018Q2 202213
Enterprise Trust & Investment Co 13130.01%0.01%0.02%Q2 2019Q2 202213
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q4 2019Q4 202213
Founders Financial Alliance, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Mount Yale Investment Advisors, LLC 13130.02%0.06%0.15%Q4 2019Q4 202213
MACROVIEW INVESTMENT MANAGEMENT LLC 760.00%0.01%0.02%Q3 2017Q1 202313
AXA S.A. 13130.00%0.00%0.01%Q2 2020Q2 202313
ADELL HARRIMAN & CARPENTER INC 13131.08%1.70%2.27%Q3 2020Q3 202313
Pinnacle Holdings, LLC 820.15%0.96%2.60%Q3 2017Q1 202113
Mascoma Wealth Management LLC 1120.08%0.38%0.70%Q1 2019Q3 202313
Financial Strategies Group, Inc. 13132.41%3.39%5.16%Q3 2020Q3 202313
Sargent Bickham Lagudis LLC 13130.00%0.00%0.01%Q2 2017Q2 202013
Wambolt & Associates, LLC 13130.15%1.63%2.54%Q3 2020Q3 202313
WFG Advisors, LP 13130.00%0.00%0.00%Q2 2014Q2 201713
Cedar Wealth Management, LLC 1210.00%0.07%0.13%Q4 2019Q3 202313
Sowell Financial Services LLC 810.00%0.08%0.27%Q3 2019Q3 202313
Successful Portfolios LLC 13130.16%0.36%0.52%Q1 2020Q1 202313
NWAM LLC 1210.02%0.11%0.37%Q2 2020Q3 202313
Fisher Asset Management, LLC 1210.00%0.00%0.00%Q1 2018Q3 202213
Fluent Financial, LLC 12120.25%0.77%2.16%Q4 2017Q3 202012
TBH Global Asset Management, LLC 930.09%0.38%0.84%Q4 2019Q3 202312
Cypress Wealth Services, LLC 840.06%0.41%0.90%Q1 2020Q3 202312
Archford Capital Strategies, LLC 840.10%0.39%0.67%Q4 2018Q4 202112
Cadent Capital Advisors, LLC 12120.15%1.10%2.47%Q4 2020Q3 202312
Matthew Goff Investment Advisor, LLC 12122.08%4.09%5.69%Q4 2020Q3 202312
Day & Ennis, LLC 840.08%0.31%0.89%Q1 2020Q1 202312
LAZARD ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Strategic Investment Advisors / MI 12120.05%0.09%0.11%Q2 2020Q1 202312
Guidance Point Advisors, LLC 12120.14%0.48%0.87%Q4 2020Q3 202312
Cardan Capital Partners, LLC 12121.30%1.86%2.68%Q1 2016Q4 201812
Motley Fool Wealth Management, LLC 12120.42%0.78%1.06%Q4 2020Q3 202312
SIGNATUREFD, LLC 820.00%0.00%0.00%Q3 2015Q3 202312
BANK OF NOVA SCOTIA 910.00%0.01%0.03%Q1 2019Q3 202312
CITY HOLDING CO 12120.00%0.60%0.85%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.09%0.12%0.18%Q4 2020Q3 202312
Brown Financial Advisory 12120.96%1.37%2.24%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.33%0.58%0.94%Q4 2020Q3 202312
SG Americas Securities, LLC 1010.00%0.01%0.02%Q2 2016Q4 202112
MSI Financial Services Inc 12120.00%0.01%0.02%Q1 2014Q4 201612
Sunbelt Securities, Inc. 12120.05%0.15%0.24%Q4 2020Q3 202312
Legacy Financial Group LLC 12121.64%4.41%5.48%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.28%0.48%0.90%Q4 2020Q3 202312
Thrive Capital Management, LLC 12124.88%5.78%7.15%Q4 2020Q3 202312
MRA Advisory Group 12120.31%2.21%3.77%Q4 2020Q3 202312
FIRST FOUNDATION ADVISORS 930.01%0.24%0.74%Q3 2019Q3 202312
RiverFront Investment Group, LLC 840.08%1.78%5.08%Q2 2015Q3 202312
State of Tennessee, Treasury Department 610.01%0.09%0.18%Q4 2017Q3 202212
Orion Portfolio Solutions, LLC 1110.01%0.09%0.17%Q4 2019Q4 202212
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.13%0.20%Q4 2020Q3 202312
Curi Wealth Management, LLC 12120.08%0.97%1.88%Q4 2020Q3 202312
Allworth Financial LP 520.00%0.00%0.02%Q1 2017Q3 202312
Betterment LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
Financial Architects, Inc 1110.00%0.01%0.01%Q1 2016Q2 202012
IndexIQ Advisors LLC 840.01%0.42%1.00%Q1 2019Q1 202212
McAdam, LLC 12120.05%0.12%0.28%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.06%0.43%1.09%Q4 2020Q3 202312
HCR Wealth Advisors 12120.06%0.56%1.14%Q4 2020Q3 202312
FormulaFolio Investments, LLC 930.02%0.28%1.03%Q2 2018Q2 202112
D'Orazio & Associates, Inc. 1110.00%0.00%0.00%Q2 2017Q2 202012
Aspire Private Capital, LLC 840.00%0.04%0.10%Q1 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.02%0.05%0.18%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.97%1.30%Q4 2020Q3 202312
Beaumont Financial Partners, LLC 12120.02%0.04%0.06%Q4 2017Q3 202012
Johnson Bixby & Associates, LLC 12120.32%1.45%3.74%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.11%0.46%Q4 2020Q3 202312
HORIZON FINANCIAL SERVICES, LLC 1020.00%0.58%1.02%Q3 2020Q3 202312
TOTH FINANCIAL ADVISORY CORP 12120.00%0.00%0.00%Q3 2020Q2 202312
Atria Investments, Inc 750.01%0.21%0.40%Q4 2019Q3 202312
Lumature Wealth Partners, LLC 11110.01%0.04%0.17%Q4 2020Q2 202311
OLD NATIONAL BANCORP /IN/ 11110.02%0.05%0.08%Q1 2021Q3 202311
Ausdal Financial Partners, Inc. 610.04%0.27%0.54%Q4 2017Q1 202311
Spire Wealth Management 11110.00%0.02%0.06%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.04%0.20%0.57%Q1 2019Q3 202111
FIRST MERCHANTS CORP 740.02%0.05%0.11%Q3 2017Q4 202011
Global Wealth Management Investment Advisory, Inc. 1010.00%0.00%0.00%Q4 2018Q4 202111
Ellevest, Inc. 11110.00%0.00%0.01%Q1 2019Q3 202111
CreativeOne Wealth, LLC 11110.01%0.14%0.33%Q1 2021Q3 202311
Sierra Capital LLC 11110.06%0.18%0.24%Q1 2021Q3 202311
WHITTIER TRUST CO OF NEVADA INC 11110.00%0.10%0.16%Q2 2020Q4 202211
Capital Advisors Wealth Management, LLC 11110.07%0.17%0.27%Q1 2021Q3 202311
Bernicke Wealth Management, Ltd. 11110.17%5.19%6.71%Q4 2017Q2 202011
Clearview Wealth Advisors LLC 11110.18%0.80%2.64%Q4 2020Q2 202311
FIRST MERCANTILE TRUST CO 11110.15%0.48%1.60%Q1 2019Q3 202111
Fort Sheridan Advisors LLC 11110.08%0.11%0.20%Q1 2021Q3 202311
Spectrum Management Group, LLC 11110.00%0.22%0.68%Q1 2020Q3 202211
Outlook Wealth Advisors, LLC 11110.21%0.33%0.49%Q1 2020Q3 202211
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.08%0.20%Q2 2018Q2 202211
Brookfield Asset Management 11110.04%0.06%0.10%Q4 2020Q2 202311
Horst & Graben Wealth Management LLC 650.06%0.72%1.89%Q1 2020Q3 202311
Continuum Advisory, LLC 710.07%0.23%0.45%Q2 2018Q3 202311
Arkadios Wealth Advisors 920.00%0.03%0.07%Q4 2019Q3 202311
Dana Investment Advisors, Inc. 11110.02%0.02%0.03%Q1 2021Q3 202311
Crabel Capital Management, LLC 740.11%1.14%2.70%Q4 2020Q3 202311
Perigon Wealth Management, LLC 710.00%0.05%0.15%Q3 2011Q3 202311
JT Stratford LLC 11110.07%0.77%1.40%Q2 2020Q4 202211
Stonebridge Capital Advisors LLC 610.00%0.01%0.04%Q1 2019Q3 202311
COMERICA SECURITIES,INC. 830.04%0.35%0.50%Q1 2019Q4 202211
NOMURA ASSET MANAGEMENT CO LTD 10100.01%0.13%0.26%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 410.01%0.15%0.75%Q1 2018Q3 202310
SYNOVUS FINANCIAL CORP 510.00%0.00%0.02%Q1 2017Q4 202210
Chesley Taft & Associates LLC 10100.08%0.10%0.14%Q4 2019Q1 202210
Citadel Advisors 210.00%0.00%0.02%Q3 2015Q3 202310
Equitable Holdings, Inc. 510.00%0.03%0.07%Q1 2020Q3 202310
SII INVESTMENTS INC/WI 10100.02%0.03%0.04%Q3 2015Q4 201710
ALTERNA WEALTH MANAGEMENT, INC 640.22%1.08%3.78%Q1 2020Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.02%Q4 2013Q1 201610
Syverson Strege & Co 10100.00%0.00%0.01%Q4 2020Q1 202310
Blue Barn Wealth, LLC 10103.63%4.42%5.38%Q2 2021Q3 202310
TWO SIGMA SECURITIES, LLC 710.00%0.03%0.11%Q4 2018Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.21%0.46%1.30%Q2 2017Q1 202010
Destiny Wealth Partners, LLC 820.02%1.32%3.22%Q4 2020Q2 202310
Bellwether Advisors, LLC 10100.01%0.16%0.27%Q4 2020Q1 202310
Core Wealth Advisors, Inc. 10100.03%2.23%4.16%Q2 2021Q3 202310
Townsend & Associates, Inc 10100.22%0.43%0.61%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.03%0.06%0.09%Q1 2021Q3 202310
CFS Investment Advisory Services, LLC 910.08%0.43%2.17%Q4 2020Q3 202310
MEITAV INVESTMENT HOUSE LTD 550.00%0.01%0.01%Q1 2021Q3 202310
RHS Financial, LLC 820.16%0.91%2.98%Q1 2020Q4 202210
EAGLE GLOBAL ADVISORS LLC 610.01%0.02%0.03%Q1 2018Q3 202310
Braun-Bostich & Associates Inc. 730.01%0.01%0.02%Q4 2017Q2 202010
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 730.06%0.14%0.28%Q2 2016Q3 201910
Global Financial Private Capital, Inc 910.00%0.07%0.54%Q3 2017Q2 202010
Brand Asset Management Group, Inc. 910.04%0.07%0.21%Q1 2019Q1 202210
PENOBSCOT WEALTH MANAGEMENT 10100.32%0.42%0.54%Q2 2021Q3 202310
Invesco Ltd. 710.00%0.01%0.02%Q2 2017Q4 202210
Smart Money Group LLC 910.34%0.84%1.71%Q4 2018Q4 202110
Hudock, Inc. 430.00%0.08%0.27%Q2 2015Q3 202310
Brookstone Capital Management 430.01%0.14%0.45%Q1 2020Q4 202210
Center For Asset Management LLC 10100.22%0.51%1.92%Q4 2020Q1 202310
Greystone Financial Group, LLC 731.70%3.52%4.83%Q4 2020Q3 202310
FOCUS Wealth Advisors, LLC 10100.14%0.15%0.17%Q2 2021Q3 202310
Commonwealth Equity Services, Inc 10100.01%0.08%0.24%Q2 2015Q3 201710
Bay Harbor Wealth Management, LLC 610.00%0.47%1.41%Q4 2018Q4 202210
SIGNET FINANCIAL MANAGEMENT, LLC 610.00%0.14%0.26%Q3 2018Q3 202310
PRUDENTIAL PLC 630.00%0.01%0.02%Q2 2021Q3 20239
JFS WEALTH ADVISORS, LLC 990.06%0.10%0.16%Q3 2021Q3 20239
Essex LLC 990.20%1.38%2.81%Q3 2021Q3 20239
Squar Milner Financial Services LLC 720.01%0.09%0.34%Q4 2017Q1 20209
DFPG INVESTMENTS, LLC 990.10%0.18%0.32%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 410.04%0.17%0.41%Q4 2018Q3 20239
Leelyn Smith, LLC 720.00%0.01%0.02%Q2 2020Q4 20229
Harbour Capital Advisors, LLC 990.07%0.17%0.25%Q1 2021Q1 20239
Ancora Advisors LLC 720.00%0.00%0.01%Q3 2020Q3 20239
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q3 2015Q3 20239
AlphaCentric Advisors LLC 630.07%0.10%0.15%Q3 2020Q3 20239
Bluefin Trading, LLC 410.01%0.24%0.54%Q4 2013Q3 20199
Copperleaf Capital, LLC 630.20%2.30%4.29%Q1 2020Q1 20239
XML Financial, LLC 990.02%0.08%0.14%Q1 2020Q1 20229
Spotlight Asset Group, Inc. 810.00%0.82%2.75%Q4 2019Q2 20239
Simplicity Solutions, LLC 510.02%0.09%0.33%Q1 2018Q2 20239
Bank Julius Baer & Co. Ltd, Zurich 990.00%0.19%0.52%Q1 2020Q1 20229
SUNFLOWER BANK, NA WEALTH MANAGEMENT 990.23%1.20%1.51%Q2 2018Q2 20209
Evolution Wealth Advisors, LLC 990.01%0.06%0.10%Q1 2021Q1 20239
TNF LLC 990.10%0.29%0.98%Q3 2021Q3 20239
55I, LLC 990.02%0.63%1.87%Q1 2020Q1 20229
M&T BANK CORP 540.00%0.00%0.02%Q2 2015Q1 20219
MANUFACTURERS LIFE INSURANCE COMPANY, THE 810.00%0.00%0.02%Q2 2016Q3 20189
LIBERTY WEALTH MANAGEMENT LLC 990.02%0.42%1.29%Q3 2019Q3 20219
Kathmere Capital Management, LLC 993.94%5.86%7.00%Q2 2020Q2 20229
IHT Wealth Management, LLC 410.00%0.02%0.03%Q4 2016Q2 20239
Semmax Financial Advisors Inc. 630.01%0.57%1.63%Q4 2018Q1 20229
Tidal Investments LLC 990.01%0.03%0.04%Q3 2021Q3 20239
High Falls Advisors, Inc 810.08%0.69%2.25%Q1 2020Q4 20229
Richard Bernstein Advisors LLC 990.01%4.57%6.01%Q4 2016Q4 20189
Cedar Brook Financial Partners, LLC 720.08%0.09%0.11%Q1 2021Q2 20239
Raleigh Capital Management Inc. 880.00%0.01%0.09%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.28%0.71%1.14%Q4 2021Q3 20238
Aveo Capital Partners, LLC 410.04%0.06%0.11%Q4 2016Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 620.00%0.00%0.00%Q3 2020Q3 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.00%0.00%0.01%Q1 2021Q3 20238
Roble, Belko & Company, Inc 880.01%0.01%0.02%Q3 2019Q2 20218
Divergent Planning, LLC 886.83%8.26%10.74%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Powers Advisory Group, LLC 883.34%4.47%4.85%Q4 2021Q3 20238
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.06%0.16%Q4 2021Q3 20238
Procyon Advisors, LLC 620.00%0.12%0.22%Q1 2020Q1 20228
MMBG INVESTMENT ADVISORS CO. 880.06%0.08%0.12%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 440.01%0.01%0.01%Q1 2020Q1 20228
Sovereign Financial Group, Inc. 710.08%0.90%1.73%Q4 2020Q4 20228
Activest Wealth Management 710.04%0.06%0.07%Q3 2021Q3 20238
FirstPurpose Wealth LLC 880.22%0.53%0.65%Q4 2021Q3 20238
Hofer & Associates. Inc 881.54%1.66%1.76%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 710.01%0.07%0.16%Q2 2018Q1 20228
UNITED MARITIME CAPITAL LLC 880.64%1.24%1.99%Q4 2020Q3 20228
Valtinson Bruner Financial Planning LLC 880.18%0.25%0.43%Q4 2018Q3 20208
Cornerstone Wealth Management, LLC 440.01%0.05%0.09%Q2 2018Q4 20208
FLC Capital Advisors 880.12%1.39%2.96%Q1 2020Q4 20218
VERUS CAPITAL PARTNERS, LLC 710.00%0.18%0.35%Q1 2020Q3 20238
Kathleen S. Wright Associates Inc. 880.21%0.29%0.35%Q4 2021Q3 20238
EPG Wealth Management LLC 320.01%0.02%0.04%Q4 2019Q3 20238
Paladin Advisory Group, LLC 880.05%0.29%0.43%Q4 2021Q3 20238
Icon Wealth Partners, LLC 880.04%0.49%1.08%Q1 2020Q4 20218
RITHOLTZ WEALTH MANAGEMENT 880.05%0.05%0.07%Q2 2020Q1 20228
HawsGoodwin Investment Management LLC 880.44%1.62%2.89%Q1 2020Q4 20218
Aspire Wealth Management Corp 880.00%0.01%0.03%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 530.02%0.17%0.60%Q1 2020Q3 20238
KilterHowling LLC 880.24%9.99%16.86%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Source Financial Advisors LLC 880.15%0.87%1.54%Q4 2021Q3 20238
Merit Financial Group, LLC 410.05%0.19%0.39%Q3 2018Q3 20238
WBI INVESTMENTS, LLC 310.09%2.54%13.34%Q2 2015Q3 20218
Renaissance Technologies 510.00%0.01%0.02%Q3 2020Q3 20238
MAS Advisors LLC 880.46%0.78%1.41%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 884.50%5.17%5.79%Q4 2021Q3 20238
Koshinski Asset Management, Inc. 620.01%0.12%0.24%Q3 2021Q3 20238
S.A. Mason LLC 710.02%0.02%0.02%Q1 2020Q1 20228
Legacy Wealth Planning, LLC 710.24%0.46%0.74%Q2 2020Q2 20228
Ascent Group, LLC 880.19%0.33%0.54%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 610.00%0.08%0.33%Q2 2019Q3 20238
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 710.06%0.18%0.48%Q4 2019Q4 20218
North Star Investment Management Corp. 880.02%0.10%0.20%Q4 2021Q3 20238
AdvisorShares Investments LLC 880.02%0.14%0.42%Q4 2019Q3 20218
Element Wealth, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
ROWLAND CARMICHAEL ADVISORS INC /ADV 410.01%0.39%0.80%Q4 2016Q4 20208
Beacon Financial Advisory LLC 420.11%0.19%0.25%Q4 2020Q3 20238
Baystate Wealth Management LLC 320.00%0.02%0.14%Q2 2020Q4 20228
Bell Investment Advisors, Inc 620.01%0.04%0.09%Q3 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%0.49%2.25%Q3 2018Q2 20208
Neuberger Berman Group LLC 530.00%0.00%0.01%Q4 2014Q2 20188
AlphaCore Capital LLC 510.00%0.15%0.36%Q4 2019Q3 20238
BNP PARIBAS FINANCIAL MARKETS 420.00%0.01%0.02%Q1 2018Q3 20238
Level Financial Advisors 881.66%2.12%2.31%Q4 2021Q3 20238
Triumph Capital Management 880.10%0.32%0.52%Q3 2021Q2 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
COLONY GROUP LLC 410.00%0.02%0.10%Q1 2021Q3 20238
TOEWS CORP /ADV 320.17%1.26%3.75%Q4 2020Q2 20237
PRINCIPAL FINANCIAL GROUP INC 770.00%0.00%0.00%Q1 2020Q3 20217
RWA WEALTH PARTNERS, LLC 410.19%0.87%1.38%Q2 2019Q3 20237
Goodwin Investment Advisory 770.00%0.10%0.25%Q4 2020Q2 20227
State of New Jersey Common Pension Fund D 770.04%0.16%0.42%Q1 2022Q3 20237
VALLEY NATIONAL ADVISERS INC 610.00%0.00%0.00%Q1 2020Q4 20227
CALIBER WEALTH MANAGEMENT, LLC 771.36%1.87%2.42%Q2 2021Q4 20227
CABOT WEALTH MANAGEMENT INC 770.11%0.15%0.19%Q1 2022Q3 20237
MGO ONE SEVEN LLC 770.04%0.14%0.22%Q1 2022Q3 20237
Trilogy Capital Inc. 770.01%0.34%0.58%Q2 2018Q4 20197
SENTINEL ASSET MANAGEMENT, INC. 770.08%0.13%0.43%Q1 2016Q3 20177
MCDONALD PARTNERS LLC 770.22%0.27%0.29%Q4 2020Q2 20227
IRON Financial LLC 310.41%3.50%7.27%Q1 2017Q4 20197
Castleview Partners, LLC 610.00%0.03%0.14%Q2 2021Q1 20237
Phoenix Holdings Ltd. 770.02%0.04%0.05%Q4 2019Q2 20217
4J Wealth Management LLC 610.97%1.17%1.66%Q4 2020Q3 20237
Investments & Financial Planning, LLC 430.59%0.90%1.29%Q4 2021Q3 20237
STRATEGY ASSET MANAGERS LLC 610.08%0.14%0.19%Q2 2020Q1 20227
Main Management LLC 770.01%0.82%1.10%Q3 2020Q1 20227
KESTRA PRIVATE WEALTH SERVICES, LLC 520.01%0.07%0.17%Q3 2021Q2 20237
DAVENPORT & Co LLC 770.00%0.01%0.02%Q4 2021Q2 20237
IRONWOOD WEALTH MANAGEMENT, INC. 774.56%5.06%5.53%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
American Trust 770.13%0.18%0.31%Q4 2021Q2 20237
FIRST MANHATTAN CO. LLC. 610.00%0.00%0.00%Q1 2017Q2 20237
Concorde Asset Management, LLC 410.30%1.15%2.10%Q1 2020Q3 20237
Douglass Winthrop Advisors, LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Atria Wealth Solutions, Inc. 770.06%0.10%0.26%Q1 2022Q3 20237
Banco Santander, S.A. 770.01%0.03%0.04%Q2 2018Q4 20197
Smith, Salley & Associates 770.04%0.12%0.15%Q1 2021Q3 20227
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q2 2020Q4 20217
HRT FINANCIAL LP 210.00%0.02%0.04%Q2 2019Q3 20237
Legacy Wealth Partners, Inc. 770.15%0.28%0.56%Q4 2019Q2 20217
Trek Financial, LLC 430.02%0.18%0.34%Q1 2020Q4 20227
Psagot Value Holdings Ltd. 770.00%0.00%0.00%Q4 2017Q2 20197
VIVID FINANCIAL MANAGEMENT, INC. 770.14%1.30%1.83%Q4 2019Q2 20217
Cerity Partners LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Redwood Financial Network Corp 770.43%0.51%0.57%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Private Capital Group, LLC 510.00%0.08%0.16%Q4 2017Q2 20227
COMMERCE BANK 770.00%0.00%0.00%Q4 2020Q2 20227
Transform Wealth, LLC 520.23%1.15%3.28%Q2 2019Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
Vantage Investment Advisors, LLC 770.00%0.03%0.07%Q1 2017Q3 20187
Western Wealth Management, LLC 770.10%0.14%0.17%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
Occidental Asset Management, LLC 770.18%2.90%3.95%Q2 2018Q4 20197
Leicht Financial Planning & Wealth Management, Inc. 770.48%3.35%5.49%Q3 2018Q1 20207
MA Private Wealth 410.05%0.73%2.62%Q2 2020Q3 20237
Laurel Wealth Advisors LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Golden State Wealth Management, LLC 430.01%0.04%0.08%Q1 2019Q4 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.03%0.20%0.45%Q1 2021Q4 20227
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
TAP Consulting, LLC 770.19%0.65%0.96%Q3 2019Q1 20217
STEPHENS INC /AR/ 770.00%0.01%0.01%Q1 2022Q3 20237
Monument Capital Management 770.32%1.01%1.66%Q2 2020Q4 20217
Avion Wealth 660.01%0.01%0.02%Q2 2022Q3 20236
Tri-Star Advisors Inc. 330.56%2.65%4.70%Q2 2020Q4 20226
Moors & Cabot, Inc. 660.02%0.02%0.02%Q4 2021Q1 20236
Omega Financial Group, LLC 420.16%0.22%0.33%Q2 2020Q4 20226
Apollon Wealth Management, LLC 510.02%0.05%0.07%Q4 2021Q3 20236
Simplicity Wealth,LLC 510.21%1.68%4.16%Q4 2021Q2 20236
Valmark Advisers, Inc. 660.00%0.00%0.01%Q3 2020Q4 20216
SeaCrest Wealth Management, LLC 660.02%0.06%0.09%Q4 2017Q1 20196
WEDBUSH SECURITIES INC 660.03%0.07%0.10%Q2 2022Q3 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.44%0.76%1.41%Q3 2018Q2 20236
Destination Wealth Management 660.01%0.01%0.01%Q1 2018Q2 20196
Roundview Capital LLC 660.20%0.28%0.40%Q2 2022Q3 20236
Oxinas Partners Wealth Management LLC 660.17%0.41%0.70%Q4 2020Q1 20226
Valeo Financial Advisors, LLC 660.00%0.00%0.01%Q4 2019Q1 20216
Blue Trust, Inc. 660.00%0.04%0.16%Q2 2022Q3 20236
Emerald Advisors, LLC 660.19%0.31%0.42%Q2 2021Q3 20226
Windsor Wealth Management, Inc. 660.06%0.69%1.04%Q2 2022Q3 20236
Cooper Financial Group 510.09%1.40%2.28%Q1 2020Q4 20226
Ackerman Capital Advisors, LLC 660.05%0.08%0.09%Q3 2021Q4 20226
ONE Advisory Partners, LLC 330.17%1.92%3.08%Q2 2020Q2 20236
Fosun International Ltd 420.47%0.63%0.74%Q1 2020Q4 20216
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2021Q3 20236
Clear Perspective Advisors, LLC 660.02%0.02%0.02%Q1 2017Q2 20186
PAX Financial Group, LLC 511.25%1.80%1.96%Q4 2019Q4 20226
GFG Capital, LLC 660.19%0.41%0.49%Q3 2021Q4 20226
Bogart Wealth, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
Financial Sense Advisors, Inc. 660.22%3.41%4.61%Q2 2020Q3 20216
Quad-Cities Investment Group, LLC 660.01%0.07%0.14%Q2 2018Q3 20196
Miracle Mile Advisors, LLC 420.17%0.35%0.60%Q1 2022Q3 20236
Friedenthal Financial 661.55%2.15%4.59%Q2 2022Q3 20236
SEAVIEW INVESTMENT MANAGERS LLC 660.07%0.32%0.53%Q1 2022Q2 20236
Colonial Trust Advisors 510.01%0.02%0.06%Q2 2017Q3 20236
Investors Research Corp 660.01%0.01%0.01%Q2 2022Q3 20236
Ameritas Investment Company, LLC 310.01%0.04%0.14%Q4 2018Q1 20216
Blankinship & Foster, LLC 660.28%0.90%1.91%Q2 2022Q3 20236
Beirne Wealth Consulting Services, LLC 660.31%0.38%0.54%Q2 2022Q3 20236
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q2 2022Q3 20236
Marcum Wealth, LLC 660.03%0.09%0.13%Q1 2022Q2 20236
Pettinga Financial Advisors LLC 660.06%0.11%0.18%Q2 2020Q3 20216
Bernardo Wealth Planning LLC 660.12%0.40%0.94%Q1 2020Q2 20216
ATWOOD & PALMER INC 510.00%0.74%1.00%Q4 2020Q3 20236
MONETA GROUP INVESTMENT ADVISORS LLC 330.05%0.28%0.43%Q3 2018Q1 20206
PRIVATE TRUST CO NA 660.02%0.02%0.05%Q2 2022Q3 20236
SCHRODER INVESTMENT MANAGEMENT GROUP 510.00%0.00%0.01%Q3 2014Q3 20226
Lloyd Advisory Services, LLC. 510.00%0.09%0.13%Q4 2019Q1 20226
ShoreHaven Wealth Partners, LLC 511.38%2.29%3.10%Q1 2021Q4 20226
Carl P. Sherr & Co., LLC 660.17%0.25%0.28%Q1 2021Q2 20226
WESTERN FINANCIAL Corp 510.18%0.85%1.39%Q4 2020Q3 20226
Stone House Investment Management, LLC 510.95%1.68%2.17%Q1 2020Q4 20226
Carmichael Hill & Associates, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
SEGALL BRYANT & HAMILL, LLC 330.00%0.01%0.01%Q1 2016Q2 20216
Partners Value Investments L.P. 510.00%0.16%0.24%Q2 2020Q3 20236
Laffer Tengler Investments, Inc. 660.06%0.15%0.37%Q2 2022Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 420.03%0.45%1.34%Q1 2019Q3 20206
Sharkey, Howes & Javer 411.36%1.76%1.97%Q1 2020Q4 20225
Invst, LLC 410.14%0.40%0.50%Q1 2020Q4 20225
WINTRUST INVESTMENTS LLC 410.19%0.26%0.37%Q1 2020Q4 20215
EFG Asset Management (Americas) Corp. 410.04%0.07%0.15%Q1 2022Q3 20235
Wedmont Private Capital 550.05%0.07%0.10%Q3 2022Q3 20235
Delek Group, Ltd. 410.01%0.02%0.03%Q4 2017Q1 20195
Johnson Midwest Financial, LLC 550.02%0.06%0.09%Q3 2022Q3 20235
WestEnd Advisors, LLC 550.00%0.32%1.60%Q1 2022Q1 20235
Financial Futures Ltd Liability Co. 551.78%2.11%2.62%Q2 2022Q2 20235
Cascadia Advisory Services, LLC 210.05%0.19%0.30%Q4 2019Q3 20215
LINCOLN NATIONAL CORP 410.01%0.02%0.02%Q4 2017Q3 20235
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2017Q1 20195
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.01%0.28%0.62%Q4 2021Q3 20235
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q1 2021Q3 20225
Austin Private Wealth, LLC 410.24%0.67%0.94%Q1 2020Q4 20225
Mach-1 Financial Group, LLC 410.02%0.77%2.01%Q4 2021Q1 20235
Virtue Capital Management, LLC 550.87%1.12%1.44%Q3 2022Q3 20235
Eudaimonia Partners, LLC 550.00%0.02%0.04%Q1 2020Q1 20215
Systelligence, LLC 550.80%2.03%3.64%Q4 2022Q4 20235
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 410.08%0.09%0.11%Q4 2019Q1 20215
Blue Chip Partners, LLC 550.56%0.63%0.68%Q2 2022Q2 20235
ICA Group Wealth Management, LLC 550.00%0.04%0.10%Q2 2022Q2 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Berkshire Money Management, Inc. 550.28%0.33%0.38%Q4 2018Q4 20195
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
ZACKS INVESTMENT MANAGEMENT 410.01%0.01%0.01%Q1 2017Q2 20185
Regal Investment Advisors LLC 110.00%0.09%0.19%Q1 2015Q4 20225
West Wealth Group, LLC 550.36%0.77%1.89%Q1 2022Q1 20235
KRAEMATON INVESTMENT ADVISORS, INC 551.09%1.27%1.39%Q3 2022Q3 20235
CURIAN CAPITAL LLC 550.13%0.15%0.18%Q4 2014Q4 20155
Blue Sky Asset Management, LLC 550.49%1.80%3.78%Q4 2019Q4 20205
Bison Wealth, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Clarus Wealth Advisors 550.02%0.04%0.11%Q2 2018Q2 20195
TRUE Private Wealth Advisors 410.12%0.18%0.23%Q1 2020Q4 20225
GODSEY & GIBB, INC 320.01%0.01%0.02%Q2 2021Q3 20225
PEOPLES BANK /OH 550.12%0.13%0.15%Q3 2021Q3 20225
WFA of San Diego, LLC 210.06%0.07%0.08%Q4 2021Q3 20235
NIEMANN CAPITAL MANAGEMENT INC 550.15%0.24%0.57%Q4 2018Q4 20195
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
SMITH CHAS P & ASSOCIATES PA CPAS 310.02%3.97%5.20%Q2 2021Q4 20225
FIRETHORN WEALTH PARTNERS, LLC 310.16%0.77%1.74%Q4 2020Q4 20225
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.03%0.14%Q3 2017Q1 20205
BT Wealth Management LLC 550.16%0.19%0.21%Q4 2018Q4 20195
Intelligence Driven Advisers, LLC 550.07%0.25%0.41%Q3 2020Q3 20215
Veracity Capital LLC 410.16%0.25%0.33%Q1 2020Q4 20225
WEBSTER BANK, N. A. 550.47%0.76%0.88%Q3 2022Q3 20235
Asset Dedication, LLC 210.00%0.02%0.04%Q4 2016Q3 20235
Keystone Wealth Services, LLC 320.10%0.31%0.75%Q4 2021Q1 20235
Colonial Trust Co / SC 550.08%0.12%0.24%Q3 2022Q3 20235
RETIREMENT CAPITAL STRATEGIES 552.26%4.38%6.99%Q4 2018Q4 20195
Rehmann Capital Advisory Group 320.00%0.00%0.01%Q1 2018Q2 20195
ANGELES WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Paradigm Financial Partners, LLC 410.10%1.46%2.54%Q4 2020Q3 20235
NATIONAL PLANNING CORP 410.00%0.02%0.03%Q4 2014Q3 20175
Acorn Wealth Advisors, LLC 320.06%0.10%0.17%Q4 2017Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Strategic Asset Management, LLC 550.09%0.10%0.13%Q3 2021Q3 20225
Straight Path Wealth Management 441.24%1.37%1.44%Q4 2021Q3 20224
Scissortail Wealth Management, LLC 440.77%1.11%1.41%Q3 2022Q2 20234
OmniStar Financial Group, Inc. 440.19%0.19%0.20%Q1 2020Q4 20204
Centerpoint Advisors, LLC 440.00%0.02%0.03%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q3 20234
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 440.06%0.33%0.58%Q1 2022Q4 20224
OLIVER LAGORE VANVALIN INVESTMENT GROUP 310.00%0.04%0.14%Q2 2022Q2 20234
OPPENHEIMER ASSET MANAGEMENT INC. 440.00%0.00%0.00%Q2 2019Q1 20204
Virtu Financial LLC 310.01%0.02%0.03%Q3 2017Q3 20184
CoreCap Advisors, LLC 310.01%0.04%0.09%Q4 2021Q4 20224
F3Logic, LLC 441.56%4.37%5.90%Q1 2022Q4 20224
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2018Q1 20234
Williams Financial, LLC 312.94%4.99%6.89%Q4 2020Q4 20224
Ashfield Capital Partners, LLC 440.04%0.13%0.19%Q4 2016Q3 20174
Gerber Kawasaki Wealth & Investment Management 310.00%0.02%0.03%Q3 2021Q3 20234
MACKENZIE FINANCIAL CORP 220.01%0.01%0.02%Q2 2018Q2 20194
FINANCIAL MANAGEMENT NETWORK INC 440.19%0.21%0.24%Q4 2022Q3 20234
SPINNAKER TRUST 440.54%0.55%0.56%Q4 2015Q3 20164
CHANNEL WEALTH LLC 440.19%0.39%0.57%Q1 2023Q4 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 4410.01%10.60%11.30%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.03%0.07%0.09%Q1 2017Q4 20174
FAS Wealth Partners, Inc. 310.00%0.01%0.01%Q4 2019Q2 20234
MARIPAU WEALTH MANAGEMENT LLC 440.21%0.53%1.01%Q3 2022Q2 20234
Sterling Investment Counsel, LLC 440.33%0.36%0.41%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 310.04%0.12%0.20%Q2 2020Q4 20224
Copperwynd Financial, LLC 440.16%0.20%0.28%Q1 2019Q4 20194
Cypress Wealth Advisors LLC 440.29%0.36%0.47%Q2 2015Q1 20164
Cyndeo Wealth Partners, LLC 440.15%0.29%0.35%Q4 2022Q3 20234
FSA Wealth Management LLC 310.03%0.04%0.05%Q4 2019Q4 20204
EverSource Wealth Advisors, LLC 440.00%0.02%0.04%Q2 2022Q1 20234
SigFig Wealth Management, LLC 310.06%0.08%0.10%Q2 2020Q4 20224
PATHSTONE FAMILY OFFICE, LLC 440.35%0.61%0.72%Q4 2022Q3 20234
WealthPlan Investment Management, LLC 440.00%0.02%0.04%Q3 2022Q2 20234
SUTTON PLACE INVESTORS LLC 310.29%0.42%0.67%Q4 2021Q4 20224
Peak Asset Management, LLC 440.19%0.27%0.36%Q2 2020Q1 20214
DELPHI FINANCIAL GROUP, INC. 446.35%11.83%15.68%Q4 2022Q3 20234
Tiller Private Wealth, Inc. 441.43%1.64%1.76%Q1 2016Q4 20164
Graypoint LLC 440.03%0.50%0.80%Q4 2022Q3 20234
EASTERN BANK 440.05%0.09%0.10%Q1 2014Q4 20144
Atlas Private Wealth Advisors 440.03%0.03%0.04%Q2 2020Q1 20214
Western Financial Corp/CA 441.09%1.19%1.37%Q4 2022Q3 20234
WADDELL & ASSOCIATES, LLC 310.04%0.05%0.08%Q3 2020Q2 20224
CUTLER INVESTMENT COUNSEL LLC 441.71%1.83%2.06%Q1 2017Q4 20174
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
First Heartland Consultants, Inc. 310.04%0.05%0.06%Q2 2020Q4 20224
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.06%0.09%0.12%Q1 2022Q4 20224
Wealthcare Advisory Partners LLC 110.00%0.01%0.03%Q2 2019Q4 20224
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
New Republic Capital, LLC 440.37%0.44%0.57%Q4 2022Q3 20234
My Legacy Advisors, LLC 442.16%2.30%2.48%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.08%0.24%0.46%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 310.08%0.14%0.18%Q2 2020Q4 20224
VICUS CAPITAL 440.08%0.12%0.15%Q1 2020Q4 20204
Northwest Capital Management Inc 440.08%0.20%0.36%Q4 2022Q3 20234
PICTET ASSET MANAGEMENT LTD 440.01%0.01%0.02%Q2 2016Q1 20174
Klaas Financial Asset Advisors, LLC 440.42%0.47%0.53%Q4 2022Q3 20234
MBE Wealth Management, LLC 440.23%0.25%0.29%Q4 2019Q3 20204
Morton Brown Family Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WealthPLAN Partners, LLC 310.00%0.01%0.02%Q3 2020Q2 20234
FinDec Wealth Services, Inc. 443.02%3.63%5.28%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 440.18%0.22%0.25%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 441.09%1.17%1.34%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.34%0.36%0.37%Q4 2022Q3 20234
Pensionmark Financial Group, LLC 310.07%0.10%0.17%Q2 2020Q4 20224
Perella Weinberg Partners Capital Management LP 220.08%0.24%0.34%Q4 2017Q2 20194
RDA Financial Network 440.11%0.13%0.15%Q4 2019Q3 20204
LEVEL FOUR FINANCIAL, LLC 440.12%0.14%0.15%Q4 2020Q3 20214
Jackson Creek Investment Advisors LLC 440.46%0.48%0.49%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.00%Q4 2022Q3 20234
Wells Financial Advisors INC 440.07%0.51%0.98%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.27%0.31%0.38%Q4 2022Q3 20234
Winfield Associates, Inc. 440.21%0.48%0.68%Q2 2021Q1 20224
Carr Financial Group Corp 440.11%0.60%1.08%Q4 2022Q3 20234
Provident Wealth Management, LLC 440.00%0.29%0.63%Q4 2019Q3 20204
JB Capital LLC 310.03%0.45%1.60%Q4 2021Q4 20224
Alliance Wealth Advisors, LLC /UT 440.34%0.38%0.42%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 210.00%0.01%0.02%Q2 2022Q3 20234
Perennial Investment Advisors, LLC 440.07%0.39%0.77%Q4 2022Q3 20234
MACQUARIE GROUP LTD 440.03%0.04%0.05%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 441.26%1.32%1.38%Q4 2022Q3 20234
Hutchens & Kramer Investment Management Group, LLC 110.85%2.12%3.21%Q1 2022Q2 20233
Physician Wealth Advisors, Inc. 330.68%0.73%0.78%Q1 2020Q3 20203
Sonora Investment Management, LLC 210.00%0.00%0.00%Q2 2016Q3 20203
Vivaldi Capital Management LP 330.10%0.11%0.11%Q1 2021Q3 20213
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.02%0.02%0.02%Q4 2022Q2 20233
Destiny Capital Corp/CO 332.73%2.79%2.84%Q4 2022Q2 20233
COLUMBIA ADVISORY PARTNERS LLC 330.36%0.40%0.42%Q1 2023Q3 20233
NorthCrest Asset Manangement, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Wealth Advisory Solutions, LLC 210.08%0.14%0.19%Q4 2019Q3 20203
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Weaver Consulting Group 330.03%0.10%0.14%Q1 2020Q3 20203
Global Strategic Investment Solutions, LLC 330.58%0.90%1.08%Q1 2023Q3 20233
Parallax Volatility Advisers, L.P. 330.00%0.00%0.00%Q1 2018Q3 20183
MCIA Inc 330.24%1.30%1.95%Q2 2020Q4 20203
DEARBORN PARTNERS LLC 330.01%0.01%0.02%Q2 2020Q4 20203
PROVENCE WEALTH MANAGEMENT GROUP 210.02%0.52%0.88%Q4 2022Q3 20233
NewEdge Wealth, LLC 330.04%0.06%0.06%Q4 2021Q2 20223
David Kennon Inc 333.83%3.93%4.06%Q1 2023Q3 20233
Scarborough Advisors, LLC 330.28%1.21%2.96%Q4 2022Q2 20233
Wayfinding Financial, LLC 330.40%0.41%0.44%Q1 2023Q3 20233
M Holdings Securities, Inc. 330.12%0.17%0.24%Q1 2014Q3 20143
Mendel Capital Management LLC 330.21%0.35%0.47%Q1 2023Q3 20233
Eagle Ridge Investment Management 330.03%0.04%0.04%Q4 2017Q2 20183
Diversified Portfolios, Inc. 330.08%0.09%0.09%Q1 2023Q3 20233
Integer Wealth Advisors Group LLC 330.82%0.83%0.86%Q3 2020Q1 20213
Hartford Financial Management Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
UBS AG 330.00%0.00%0.00%Q1 2014Q3 20143
BlackRock Investment Management, LLC 330.00%0.02%0.03%Q2 2016Q4 20163
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 210.04%0.08%0.10%Q1 2019Q4 20193
Fortis Advisors, LLC 110.02%0.03%0.04%Q3 2017Q4 20223
Truadvice, LLC 210.21%0.35%0.49%Q3 2020Q4 20223
JMAC ENTERPRISES LLC 330.71%0.74%0.78%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.02%0.06%0.10%Q1 2023Q3 20233
Private Portfolio Partners LLC 330.40%0.42%0.44%Q2 2020Q4 20203
Lenox Wealth Advisors, LLC 210.00%0.00%0.01%Q2 2016Q1 20213
Truvestments Capital LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Horan Securities, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.01%0.09%0.14%Q2 2016Q3 20173
OTA Financial Group L.P. 110.33%0.83%1.52%Q3 2020Q1 20233
LVW Advisors, LLC 210.15%0.33%0.48%Q3 2017Q1 20233
TD Capital Management LLC 210.00%0.00%0.00%Q4 2019Q3 20213
SWEENEY & MICHEL, LLC 333.83%3.96%4.13%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.05%0.13%Q4 2022Q3 20233
Verum Partners LLC 330.21%0.61%1.37%Q1 2023Q3 20233
Range Financial Group LLC 330.14%0.15%0.16%Q1 2023Q3 20233
TRANSATLANTIQUE PRIVATE WEALTH LLC 210.18%0.33%0.57%Q2 2022Q1 20233
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q1 2020Q4 20213
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Great Lakes Retirement, Inc. 330.33%0.37%0.41%Q1 2023Q3 20233
Japan Science & Technology Agency 331.69%2.16%2.43%Q1 2023Q3 20233
CLEAR STREET MARKETS LLC 210.00%0.06%0.11%Q4 2016Q4 20223
SageView Advisory Group, LLC 330.21%0.22%0.24%Q1 2023Q3 20233
B, B, H, & B INC. 335.72%6.05%6.49%Q3 2021Q1 20223
Covestor Ltd 330.00%0.00%0.00%Q4 2021Q2 20223
Charter Oak Capital Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Empower Advisory Group, LLC 331.57%1.61%1.66%Q1 2023Q3 20233
AMERICAN CENTURY COMPANIES INC 330.02%0.02%0.02%Q1 2021Q3 20213
GoalVest Advisory LLC 330.00%0.01%0.01%Q2 2023Q4 20233
NINE MASTS CAPITAL Ltd 210.21%1.04%1.48%Q4 2017Q3 20183
Clearstead Advisors, LLC 330.00%0.00%0.01%Q3 2021Q1 20223
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2019Q3 20223
abrdn plc 330.02%0.02%0.02%Q3 2021Q1 20223
Vident Investment Advisory, LLC 330.05%0.09%0.12%Q4 2021Q2 20223
Wealthfront Advisers LLC 330.00%0.16%0.25%Q1 2023Q3 20233
LifePlan Financial Group, Inc 330.83%0.83%0.84%Q1 2020Q3 20203
Mid-American Wealth Advisory Group, Inc. 210.59%2.01%3.70%Q4 2021Q2 20233
Mader & Shannon Wealth Management, Inc. 3311.62%12.33%13.24%Q4 2022Q2 20233
People's United Financial, Inc. 330.00%0.00%0.00%Q4 2016Q2 20173
LexAurum Advisors, LLC 210.11%0.14%0.18%Q3 2020Q4 20223
Three Peaks Capital Management, LLC 210.22%0.37%0.65%Q2 2019Q3 20203
Mosaic Family Wealth, LLC 330.05%0.05%0.05%Q3 2018Q1 20193
Econ Financial Services Corp 331.54%2.84%3.50%Q1 2023Q3 20233
Cherry Creek Investment Advisors, Inc. 330.18%0.19%0.20%Q2 2021Q4 20213
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q2 2020Q4 20213
BAIRD ROBERT W & CO INC /WI/ 330.00%0.00%0.00%Q3 2014Q1 20153
Parisi Gray Wealth Management 330.07%0.08%0.08%Q4 2017Q2 20183
Andesa Financial Management Inc. 331.06%1.45%2.02%Q3 2022Q1 20233
Vericrest Private Wealth 333.09%3.44%3.72%Q4 2021Q2 20223
Allegiant Private Advisors, LLC 331.13%1.35%1.49%Q4 2020Q2 20213
Pinion Investment Advisors, LLC 330.38%0.44%0.55%Q1 2023Q3 20233
MATHER GROUP, LLC. 330.02%0.06%0.10%Q1 2020Q3 20203
ADVISOR PARTNERS LLC 330.01%0.01%0.01%Q3 2021Q1 20223
RiverTree Advisors, LLC 331.46%1.87%2.36%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
FOSTER & MOTLEY INC 330.02%0.02%0.02%Q4 2022Q2 20233
MIRSKY FINANCIAL MANAGEMENT CORP. 330.30%0.40%0.59%Q4 2018Q2 20193
Mitsubishi UFJ Trust & Banking Corp 210.04%0.08%0.13%Q2 2018Q4 20213
Canvas Wealth Advisors, LLC 330.23%0.25%0.27%Q1 2023Q3 20233
Klingman & Associates, LLC 330.02%0.02%0.02%Q1 2016Q3 20163
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BARCLAYS PLC 330.00%0.01%0.02%Q1 2021Q3 20213
VisionPoint Advisory Group, LLC 330.20%0.43%0.78%Q4 2022Q2 20233
Gallagher Fiduciary Advisors, LLC 332.04%2.42%3.00%Q1 2023Q3 20233
Krilogy Financial LLC 210.00%0.00%0.00%Q4 2017Q3 20183
SIMON QUICK ADVISORS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Portside Wealth Group, LLC 220.86%0.87%0.88%Q2 2023Q3 20232
Laurel Wealth Advisors, Inc. 221.05%1.22%1.38%Q3 2022Q4 20222
American Financial Network Advisory Services LLC 220.14%0.19%0.24%Q3 2017Q4 20172
Coppell Advisory Solutions LLC 220.00%0.05%0.10%Q1 2023Q2 20232
Paragon Capital Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
COMERICA BANK 110.00%0.00%0.01%Q4 2020Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ellis Investment Partners, LLC 220.01%0.02%0.04%Q2 2022Q3 20222
Sandy Spring Bank 110.00%0.00%0.00%Q3 2018Q3 20212
CAHILL FINANCIAL ADVISORS INC 220.40%0.40%0.40%Q4 2022Q1 20232
ProVise Management Group, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
FULTON BREAKEFIELD BROENNIMAN LLC 220.09%0.11%0.12%Q2 2023Q3 20232
Realta Investment Advisors 220.00%0.00%0.01%Q3 2022Q4 20222
Golden State Equity Partners 220.18%0.37%0.57%Q4 2021Q1 20222
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q1 20222
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
Fortis Capital Advisors, LLC 220.04%0.07%0.11%Q4 2022Q1 20232
Keystone Financial Services 220.62%1.32%2.01%Q3 2022Q4 20222
Asio Capital, LLC 220.32%0.59%0.86%Q3 2022Q4 20222
Caprock Group, LLC 220.17%0.17%0.18%Q4 2016Q1 20172
Northstar Advisory Group, LLC 110.36%0.57%0.77%Q2 2021Q2 20222
COLLECTIVE FAMILY OFFICE LLC 110.20%0.24%0.29%Q1 2022Q3 20222
Global Assets Advisory, LLC 220.22%0.28%0.33%Q1 2023Q2 20232
CALTON & ASSOCIATES, INC. 110.05%0.08%0.11%Q4 2017Q1 20192
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q2 20222
Waverly Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Strategic Financial Concepts, LLC 220.16%0.34%0.52%Q1 2023Q2 20232
Adams Wealth Management 110.03%1.11%2.18%Q4 2019Q3 20202
Claraphi Advisory Network, LLC 110.00%0.03%0.06%Q3 2019Q1 20202
Camarda Financial Advisors, LLC 110.01%0.02%0.03%Q4 2016Q3 20182
Headlands Technologies LLC 220.02%0.05%0.08%Q4 2022Q1 20232
Empowered Funds, LLC 110.44%0.52%0.60%Q3 2021Q4 20222
WESBANCO BANK INC 220.02%0.02%0.03%Q1 2017Q2 20172
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Spectrum Planning & Advisory Services Inc. 111.91%2.33%2.75%Q4 2020Q4 20222
INTEGRAL INVESTMENT ADVISORS, INC. 221.91%1.95%1.99%Q4 2021Q1 20222
Smith & Howard Wealth Management, LLC 220.55%1.57%2.58%Q4 2019Q1 20202
Verity Asset Management, Inc. 220.20%0.21%0.22%Q1 2021Q2 20212
OneAscent Wealth Management LLC 220.12%0.12%0.13%Q1 2022Q2 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
FINANCIAL LIFE ADVISORS 220.16%0.20%0.25%Q3 2022Q4 20222
Integrated Wealth Management 220.01%0.01%0.01%Q2 2016Q3 20162
Rooted Wealth Advisors, Inc. 221.20%1.73%2.27%Q2 2023Q3 20232
BRIGHTON JONES LLC 110.01%0.02%0.03%Q3 2022Q2 20232
ACG Wealth 220.05%0.06%0.06%Q1 2015Q2 20152
Prime Capital Investment Advisors, LLC 110.01%0.01%0.02%Q2 2022Q4 20222
TrinityPoint Wealth, LLC 220.27%0.28%0.30%Q1 2022Q2 20222
First Allied Asset Management, Inc. 220.07%0.09%0.11%Q4 2014Q1 20152
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
FEDERAL RESERVE BANK OF NEW YORK 220.36%0.36%0.37%Q4 2020Q1 20212
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WealthTrust Fairport, LLC 220.51%0.52%0.53%Q4 2018Q1 20192
CHILDRESS CAPITAL ADVISORS, LLC 110.09%0.30%0.52%Q4 2022Q3 20232
Allegis Investment Advisors, LLC 221.53%1.97%2.41%Q4 2017Q1 20182
PFG Investments, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Mirador Capital Partners LP 220.11%0.12%0.13%Q2 2018Q3 20182
SouthState Corp 220.01%0.01%0.01%Q4 2021Q1 20222
CABANA LLC 110.00%0.09%0.17%Q4 2018Q2 20202
TCWP LLC 110.03%0.57%1.11%Q1 2022Q4 20222
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q1 20232
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2014Q3 20152
Apeiron RIA LLC 110.09%0.39%0.69%Q4 2021Q4 20222
Vantage Financial Partners, LLC 110.11%0.12%0.13%Q1 2023Q3 20232
Balentine LLC 220.01%0.01%0.01%Q4 2020Q1 20212
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2022Q3 20232
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2019Q2 20192
FORTE ASSET MANAGEMENT LLC 220.97%1.19%1.42%Q2 2022Q3 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.01%0.01%Q2 2023Q3 20232
Joseph P. Lucia & Associates, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Independent Advisor Alliance 110.01%0.11%0.20%Q1 2017Q4 20192
BEAM WEALTH ADVISORS, INC. 220.69%1.36%2.02%Q4 2019Q1 20202
PRIO WEALTH LIMITED PARTNERSHIP 220.01%0.01%0.01%Q4 2020Q1 20212
Walkner Condon Financial Advisors LLC 220.06%0.08%0.09%Q2 2023Q3 20232
Leucadia National 110.00%0.02%0.04%Q4 2022Q2 20232
COURIER CAPITAL LLC 220.84%0.98%1.13%Q2 2023Q3 20232
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Bank Pictet & Cie (Europe) AG 220.07%0.07%0.08%Q1 2021Q2 20212
CX Institutional 110.00%0.00%0.00%Q3 2018Q2 20222
Argent Wealth Management LLC 220.11%0.14%0.16%Q4 2019Q1 20202
D L CARLSON INVESTMENT GROUP INC 220.25%0.27%0.28%Q2 2023Q3 20232
MGO Private Wealth, LLC 220.10%0.11%0.11%Q3 2022Q4 20222
Prospera Financial Services Inc 110.01%0.02%0.03%Q1 2022Q4 20222
Wright Fund Management, LLC 224.61%5.00%5.38%Q2 2023Q3 20232
Yorktown Management & Research Co Inc 220.04%0.05%0.05%Q2 2015Q3 20152
One Wealth Advisors, LLC 110.18%0.58%0.98%Q4 2020Q4 20222
Crestmont Private Wealth LLC 220.03%0.03%0.03%Q4 2021Q1 20222
MJP ASSOCIATES INC /ADV 220.06%0.07%0.07%Q2 2023Q3 20232
Nuveen Asset Management, LLC 110.00%0.01%0.01%Q2 2020Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2020Q4 20222
Objective Capital Management, LLC 220.30%0.31%0.31%Q4 2021Q1 20222
Syntal Capital Partners, LLC 220.12%0.23%0.35%Q4 2017Q1 20182
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q1 20212
Western Asset Management Company, LLC 110.34%0.40%0.46%Q3 2021Q3 20222
Icon Wealth Advisors, LLC 220.02%0.30%0.58%Q3 2022Q4 20222
Karn, Couzens & Associates, Inc. 220.21%0.23%0.24%Q4 2020Q1 20212
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2020Q4 20212
Gateway Wealth Partners, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
SFG Wealth Management, LLC. 110.20%0.20%0.20%Q4 2021Q4 20211
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2019Q2 20191
THOMPSON SIEGEL & WALMSLEY LLC 110.01%0.01%0.01%Q4 2018Q4 20181
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
J.Safra Asset Management Corp 110.25%0.25%0.25%Q4 2021Q4 20211
TFB Advisors LLC 111.05%1.05%1.05%Q4 2022Q4 20221
Hayden Royal, LLC 110.35%0.35%0.35%Q2 2020Q2 20201
Weatherstone Capital Management 1112.10%12.10%12.10%Q1 2019Q1 20191
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Epstein & White Financial LLC 110.72%0.72%0.72%Q1 2018Q1 20181
One Charles Private Wealth Services, LLC 110.91%0.91%0.91%Q1 2022Q1 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Shepherd Financial Partners LLC 110.04%0.04%0.04%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CONDOR CAPITAL MANAGEMENT 110.20%0.20%0.20%Q3 2022Q3 20221
Magnus Financial Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Price Wealth, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Wolf Group Capital Advisors 111.12%1.12%1.12%Q3 2023Q3 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Biltmore Capital Advisors LLC 110.24%0.24%0.24%Q4 2020Q4 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2019Q4 20191
Zuckerman Investment Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Argentus Capital Management, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
Beacon Pointe Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.10%0.10%0.10%Q1 2023Q1 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2022Q2 20221
Freedom Investment Management, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Kalos Management, Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
Mattern Wealth Management LLC 110.72%0.72%0.72%Q2 2020Q2 20201
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q3 2022Q3 20221
Renasant Bank 110.19%0.19%0.19%Q4 2022Q4 20221
DESTINY CAPITAL SECURITIES CORPORATION 113.74%3.74%3.74%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Savior LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Hilltop Holdings Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Centurion Wealth Management LLC 110.88%0.88%0.88%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.56%0.56%0.56%Q2 2022Q2 20221
EFG CAPITAL INTERNATIONAL CORP. 110.06%0.06%0.06%Q2 2023Q2 20231
Parker Financial LLC 110.19%0.19%0.19%Q4 2022Q4 20221
JOYN Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
V Wealth Advisors LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
6 Meridian 110.30%0.30%0.30%Q1 2020Q1 20201
Wealth Alliance 110.37%0.37%0.37%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Fiduciary Planning LLC 110.69%0.69%0.69%Q4 2019Q4 20191
Alpha DNA Investment Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Mine & Arao Wealth Creation & Management, LLC. 110.57%0.57%0.57%Q4 2019Q4 20191
3D/L Capital Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Frontier Wealth Management LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Verus Financial Partners, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.15%0.15%0.15%Q4 2021Q4 20211
Courage Miller Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2019Q1 20191
Cassady Schiller Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
FFG RETIREMENT ADVISORS LLC 112.26%2.26%2.26%Q4 2022Q4 20221
Resurgent Financial Advisors LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Quadrant Private Wealth Management, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Lehman & Derafelo Financial Resources LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Kensington Asset Management, LLC 113.72%3.72%3.72%Q2 2023Q2 20231
REGIMEN WEALTH, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
BAILARD, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Value Monitoring, Inc. 119.35%9.35%9.35%Q1 2022Q1 20221
ABLE Financial Group, LLC 110.36%0.36%0.36%Q1 2023Q1 20231
Crescent Capital Consulting, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Aries Wealth Management 110.16%0.16%0.16%Q1 2022Q1 20221
First Citizens Asset Management, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
HOWARD WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Professional Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2019Q3 20191
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Schubert & Co 110.03%0.03%0.03%Q1 2023Q1 20231
Colonial River Wealth Management, LLC 111.36%1.36%1.36%Q3 2021Q3 20211
QCM Cayman, Ltd. 110.58%0.58%0.58%Q3 2021Q3 20211
LGT Financial Advisors LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Merrion Investment Management Co, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Sentinus, LLC 111.44%1.44%1.44%Q4 2022Q4 20221
TPG Financial Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.92%0.92%0.92%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Insight Wealth Strategies, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
GFS Advisors, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2022Q2 20221
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Pinnacle Family Advisors, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Certus Wealth Management, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
MADISON INVESTMENT HOLDINGS INC 110.02%0.02%0.02%Q2 2016Q2 20161
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110.08%0.08%0.08%Q4 2020Q4 20201
Concentric Capital Strategies, LP 112.85%2.85%2.85%Q1 2023Q1 20231
Arcadia Wealth Management, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Russell Investments Group, Ltd. 110.01%0.01%0.01%Q4 2022Q4 20221
RCS Financial Planning, LLC 110.44%0.44%0.44%Q4 2022Q4 20221
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LEUTHOLD GROUP, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
SMITH SHELLNUT WILSON LLC /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
HB Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Gallagher Benefit Services, Inc. 115.55%5.55%5.55%Q4 2022Q4 20221
Vertex Planning Partners, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Stokes & Hubbell Capital Management, LLC 110.96%0.96%0.96%Q1 2019Q1 20191
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Private Wealth, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Mayflower Financial Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Danda Trouve Investment Management, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Legacy CG, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.13%0.13%0.13%Q2 2018Q2 20181
Keebeck Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
SIENA CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Legacy Advisors, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q3 2023Q3 20231
SWMG, LLC 110.75%0.75%0.75%Q4 2022Q4 20221
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EXELON CORP 1127.78%27.78%27.78%Q4 2021Q4 20211
Clear Creek Financial Management, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Global Trust Asset Management, LLC 110.21%0.21%0.21%Q3 2019Q3 20191
Peregrine Asset Advisers, Inc. 111.98%1.98%1.98%Q4 2019Q4 20191
Heritage Wealth Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Elevated Capital Advisors, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
W.H. Cornerstone Investments Inc. 110.23%0.23%0.23%Q1 2023Q1 20231
PERSONAL FINANCIAL CONSULTANTS INC /ADV 111.29%1.29%1.29%Q4 2018Q4 20181
Leonetti & Associates, LLC 114.30%4.30%4.30%Q4 2018Q4 20181
Almanack Investment Partners, LLC. 110.06%0.06%0.06%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
BlueCrest Capital Management Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
Cornerstone Financial Partners, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2018Q1 20181
MKD WEALTH COACHES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GlobalBridge, Inc. 110.82%0.82%0.82%Q1 2014Q1 20141
SWARTHMORE GROUP INC 110.19%0.19%0.19%Q4 2018Q4 20181
Security Financial Services, INC. 111.58%1.58%1.58%Q4 2022Q4 20221
Selective Wealth Management, Inc. 110.04%0.04%0.04%Q3 2018Q3 20181
Alpine Global Management, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Liberty Mutual Group Asset Management Inc. 1129.02%29.02%29.02%Q1 2023Q1 20231
Hyperion Partners, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Hilton Capital Management, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BTS Asset Management, Inc. 1112.80%12.80%12.80%Q1 2022Q1 20221
HOWE & RUSLING INC 110.01%0.01%0.01%Q2 2017Q2 20171
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Steward Financial Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Stephens Consulting, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
KCS Wealth Advisory 110.07%0.07%0.07%Q3 2019Q3 20191
LAKE STREET ADVISORS GROUP, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Opus Capital Group, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Ninety One UK Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Thor Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Capital Planning Advisors, LLC 110.16%0.16%0.16%Q2 2017Q2 20171
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Tuttle Capital Management, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Prosperity Planning, Inc. 110.10%0.10%0.10%Q4 2020Q4 20201
Lido Advisors, LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Smithfield Trust Co 110.04%0.04%0.04%Q3 2023Q3 20231
Price Capital Management, Inc. 110.17%0.17%0.17%Q3 2018Q3 20181
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hoxton Planning & Management, LLC 111.31%1.31%1.31%Q4 2022Q4 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Centiva Capital, LP 110.24%0.24%0.24%Q4 2018Q4 20181
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Lantz Financial LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Park Place Capital Corp 110.17%0.17%0.17%Q4 2022Q4 20221
Counsel Portfolio Services Inc. 110.04%0.04%0.04%Q2 2016Q2 20161
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.15%0.15%0.15%Q4 2021Q4 20211
Lion Street Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BLACKROCK ADVISORS LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COMERICA SECURITIES INC 110.28%0.28%0.28%Q4 2018Q4 20181
LITTLE HOUSE CAPITAL LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Dentgroup LLC 110.23%0.23%0.23%Q4 2022Q4 20221
External links

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