ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 38380.00%0.06%0.11%Q2 2014Q3 202338
LPL Financial LLC 37370.00%0.22%0.41%Q3 2014Q3 202337
ROYAL BANK OF CANADA 37370.00%0.03%0.08%Q3 2014Q3 202337
MORGAN STANLEY 37370.00%0.06%0.13%Q3 2014Q3 202337
FC Advisory LLC 36361.71%3.31%4.15%Q1 2015Q4 202336
UBS Group AG 36360.00%0.04%0.10%Q4 2014Q3 202336
B. Riley Wealth Advisors, Inc. 36360.03%0.35%0.78%Q4 2014Q3 202336
LINCOLN NATIONAL CORP 35350.02%0.27%0.49%Q1 2015Q3 202335
Sigma Planning Corp 34340.05%0.87%1.76%Q2 2015Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.00%Q4 2014Q3 202334
Citadel Advisors 1310.00%0.00%0.01%Q4 2014Q3 202334
WELLS FARGO & COMPANY/MN 34340.00%0.03%0.09%Q2 2015Q3 202334
Private Advisor Group, LLC 32320.00%0.39%1.30%Q4 2015Q3 202333
PLANNING ALTERNATIVES LTD /ADV 33330.05%0.35%0.72%Q3 2015Q3 202333
TD Capital Management LLC 33330.00%0.15%0.40%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1320.00%0.01%0.04%Q3 2014Q2 202333
D.A. DAVIDSON & CO. 2580.02%0.11%0.38%Q4 2014Q3 202333
Creative Planning 3030.00%0.01%0.02%Q2 2014Q3 202333
Baird Financial Group, Inc. 2930.00%0.10%0.16%Q2 2015Q3 202332
ALBION FINANCIAL GROUP /UT 22100.05%0.17%0.27%Q3 2015Q3 202332
Edmonds Duncan Registered Investment Advisors, LLC 32320.46%1.49%5.23%Q4 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 32320.01%0.16%0.30%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.06%Q1 2016Q4 202332
Destination Wealth Management 32320.01%0.09%0.19%Q4 2015Q3 202332
Fiduciary Group LLC 32320.16%0.41%0.61%Q4 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.05%0.07%0.14%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.00%0.05%0.10%Q4 2015Q3 202332
Rehmann Capital Advisory Group 1520.05%0.10%0.20%Q1 2015Q3 202332
CITIGROUP INC 2810.00%0.01%0.01%Q3 2015Q3 202331
Asset Dedication, LLC 31310.03%1.11%2.30%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.11%0.20%Q4 2015Q3 202331
J.P. Morgan Private Wealth Advisors LLC 31310.00%0.05%0.20%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.04%0.11%Q4 2015Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.02%0.25%0.42%Q1 2016Q3 202331
Cetera Advisor Networks LLC 31310.02%0.30%0.85%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 31310.00%0.08%0.23%Q1 2016Q3 202331
Cutler Group LLC / CA 16160.00%0.00%0.00%Q4 2019Q3 202331
Janney Montgomery Scott LLC 2920.01%0.08%0.15%Q4 2015Q3 202331
First Heartland Consultants, Inc. 31310.05%0.16%0.24%Q1 2016Q3 202331
BlackRock Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Tortoise Investment Management, LLC 30300.00%0.00%0.00%Q1 2016Q2 202330
DAVENPORT & Co LLC 30300.00%0.04%0.10%Q2 2016Q3 202330
Occidental Asset Management, LLC 30300.24%0.40%0.60%Q2 2016Q3 202330
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.00%0.01%0.16%Q2 2016Q3 202330
Advisory Services Network, LLC 2730.03%0.18%0.31%Q1 2016Q3 202330
Arete Wealth Advisors, LLC 30300.02%0.43%0.82%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 30300.01%0.42%0.90%Q2 2016Q3 202330
JPMORGAN CHASE & CO 30300.00%0.05%0.18%Q2 2016Q3 202330
PARSONS CAPITAL MANAGEMENT INC/RI 29290.04%0.24%0.55%Q3 2016Q3 202329
HighTower Advisors, LLC 29290.00%0.17%0.43%Q3 2016Q3 202329
WealthPLAN Partners, LLC 2110.06%3.16%5.55%Q4 2015Q4 202329
Patriot Financial Group Insurance Agency, LLC 28280.01%0.50%1.70%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.13%0.28%0.59%Q4 2016Q3 202328
Geneos Wealth Management Inc. 28280.00%0.04%0.34%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.13%0.29%0.48%Q4 2016Q3 202328
KCM INVESTMENT ADVISORS LLC 28280.03%0.09%0.11%Q4 2016Q3 202328
COLONY GROUP LLC 28280.02%0.06%0.12%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 28280.00%0.04%0.13%Q4 2016Q3 202328
Towercrest Capital Management 28280.16%1.02%4.17%Q4 2016Q3 202328
Cetera Investment Advisers 28280.07%0.37%0.83%Q4 2016Q3 202328
Cetera Advisors LLC 28280.04%0.44%0.70%Q4 2016Q3 202328
NEXT Financial Group, Inc 14130.01%0.06%0.16%Q3 2014Q4 202127
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1210.04%0.20%0.87%Q4 2014Q3 202227
ASSETMARK, INC 2220.00%0.06%0.26%Q3 2016Q3 202327
NAPLES GLOBAL ADVISORS, LLC 27270.12%0.15%0.21%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 2430.00%0.45%0.92%Q4 2016Q3 202327
Homrich & Berg 27270.03%0.23%0.40%Q1 2015Q3 202127
Stratos Wealth Partners, LTD. 26260.03%0.24%0.43%Q2 2017Q3 202326
HEADINVEST, LLC 26260.07%0.12%0.15%Q2 2017Q3 202326
Cornerstone Wealth Management, LLC 2330.08%0.60%0.96%Q1 2017Q3 202326
RMB Capital Management, LLC 26260.04%0.06%0.11%Q2 2017Q3 202326
WINTRUST INVESTMENTS LLC 1620.02%0.16%0.36%Q4 2016Q3 202326
OPPENHEIMER & CO INC 26260.02%0.08%0.16%Q2 2017Q3 202326
Raab & Moskowitz Asset Management LLC 2120.08%0.22%0.28%Q3 2016Q3 202326
Kingsview Wealth Management, LLC 2060.07%0.20%0.40%Q1 2017Q3 202326
WHITTIER TRUST CO 2150.00%0.00%0.00%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.06%0.81%1.20%Q2 2017Q3 202326
PERRITT CAPITAL MANAGEMENT INC 26260.26%2.82%5.69%Q2 2017Q3 202326
FMR LLC 2410.00%0.03%0.04%Q3 2016Q3 202325
US BANCORP \DE\ 2310.00%0.01%0.01%Q1 2016Q3 202325
BANK OF MONTREAL /CAN/ 2320.00%0.00%0.00%Q2 2017Q3 202325
YorkBridge Wealth Partners, LLC 24240.04%0.18%0.28%Q1 2017Q4 202224
WealthShield Partners, LLC 24241.61%2.87%5.45%Q4 2017Q3 202324
First Command Advisory Services, Inc. 24240.15%10.67%27.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.26%0.60%0.91%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.19%0.45%1.69%Q4 2017Q3 202324
Fernwood Investment Management, LLC 24240.13%1.11%1.85%Q4 2017Q3 202324
PFG Advisors 24240.09%0.27%0.59%Q4 2017Q3 202324
REGIONS FINANCIAL CORP 24240.01%0.09%0.23%Q4 2017Q3 202324
Bank of New York Mellon Corp 14100.00%0.00%0.01%Q3 2017Q3 202324
Legacy Financial Advisors, Inc. 24241.56%5.84%12.04%Q4 2017Q3 202324
First Command Bank 24240.01%6.87%20.03%Q3 2017Q2 202324
Biondo Investment Advisors, LLC 24240.15%0.18%0.22%Q4 2017Q3 202324
Capital Advisors, Ltd. LLC 24240.04%1.28%2.17%Q4 2017Q3 202324
VICUS CAPITAL 24240.09%0.37%1.69%Q4 2017Q3 202324
Formidable Asset Management, LLC 1410.04%0.19%0.35%Q2 2017Q3 202324
CWM, LLC 1680.05%0.22%0.77%Q3 2017Q3 202324
Good Life Advisors, LLC 24240.12%0.19%0.32%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.15%0.30%Q4 2017Q3 202324
FIFTH THIRD BANCORP 24240.00%0.00%0.01%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.02%0.06%0.09%Q4 2017Q3 202324
MASSMUTUAL TRUST CO FSB/ADV 24240.00%0.01%0.03%Q1 2018Q4 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.00%0.03%0.07%Q4 2017Q3 202324
StrategIQ Financial Group, LLC 24240.07%0.13%0.20%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.22%0.68%Q3 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.91%1.48%2.21%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 2130.00%0.16%0.22%Q1 2016Q3 202324
Parallax Volatility Advisers, L.P. 1930.00%0.00%0.01%Q4 2014Q4 202124
Carroll Financial Associates, Inc. 24240.01%0.28%0.49%Q1 2016Q4 202124
Cornell Pochily Investment Advisors, Inc. 24240.33%1.03%1.69%Q4 2017Q3 202324
Family Capital Trust Co 24240.10%0.12%0.15%Q4 2017Q3 202324
First Command Financial Services, Inc. 24240.01%7.12%20.03%Q3 2017Q2 202324
Avidian Wealth Solutions, LLC 1850.05%1.10%8.03%Q4 2016Q3 202323
Summit X, LLC 23230.02%0.30%0.78%Q1 2018Q3 202323
BDO Wealth Advisors, LLC 23230.02%0.11%0.49%Q4 2017Q2 202323
Veritable, L.P. 12110.00%0.01%0.02%Q2 2017Q2 202323
Westside Investment Management, Inc. 1510.00%0.01%0.09%Q1 2017Q3 202323
Capital Investment Advisors, LLC 23230.10%6.32%10.48%Q2 2018Q4 202323
Hartford Financial Management Inc. 2210.00%0.03%0.03%Q3 2017Q3 202323
CLEAR INVESTMENT RESEARCH, LLC 23230.01%0.11%0.40%Q1 2018Q3 202323
GOLDMAN SACHS GROUP INC 2110.00%0.04%0.05%Q3 2017Q3 202323
Mascoma Wealth Management LLC 12110.07%0.54%3.34%Q1 2017Q3 202323
Kovack Advisors, Inc. 23230.16%1.76%3.52%Q1 2018Q3 202323
DOCK STREET ASSET MANAGEMENT INC 23230.06%0.12%0.18%Q1 2017Q3 202223
SYNOVUS FINANCIAL CORP 23230.00%0.01%0.02%Q1 2018Q3 202323
PINNACLE ASSOCIATES LTD 22220.00%0.04%0.07%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 1710.00%0.11%0.36%Q2 2017Q3 202322
Strategic Wealth Partners, Ltd. 22220.55%6.43%11.36%Q4 2017Q1 202322
PARK AVENUE SECURITIES LLC 22220.05%0.16%0.24%Q2 2018Q3 202322
Ausdal Financial Partners, Inc. 1930.09%0.35%0.88%Q1 2018Q3 202322
Quad-Cities Investment Group, LLC 22220.13%1.66%2.92%Q2 2018Q3 202322
LAZARD ASSET MANAGEMENT LLC 1930.00%0.01%0.02%Q2 2016Q3 202322
Mariner, LLC 22220.20%0.30%0.40%Q2 2018Q3 202322
Parallel Advisors, LLC 1390.00%0.08%0.34%Q1 2018Q3 202322
NewEdge Advisors, LLC 2110.02%0.49%1.66%Q2 2017Q3 202322
AdvisorNet Financial, Inc 2110.00%0.02%0.05%Q4 2017Q3 202322
Certified Advisory Corp 11110.29%0.36%0.42%Q4 2017Q3 202322
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.02%0.04%Q4 2017Q4 202221
Dorsey & Whitney Trust CO LLC 1430.02%0.24%0.63%Q4 2017Q3 202321
Keystone Financial Group 1920.35%0.46%0.60%Q2 2018Q3 202321
Capital Analysts, LLC 1380.00%0.70%1.52%Q1 2018Q3 202321
Essex Financial Services, Inc. 1710.06%0.47%0.82%Q4 2016Q3 202321
AE Wealth Management LLC 21210.02%0.24%1.11%Q3 2018Q3 202321
CYPRESS CAPITAL MANAGEMENT LLC 21210.04%0.07%0.12%Q3 2017Q3 202221
TRUE Private Wealth Advisors 1030.00%0.13%0.54%Q4 2017Q3 202321
Tower Research Capital LLC (TRC) 710.00%0.04%0.19%Q2 2017Q3 202321
Windsor Wealth Management, Inc. 21210.16%1.24%1.73%Q3 2018Q3 202321
Almanack Investment Partners, LLC. 21210.06%0.29%1.45%Q2 2017Q2 202221
Baker Avenue Asset Management, LP 1740.00%0.31%1.04%Q2 2017Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.11%0.43%Q4 2014Q4 201921
Redhawk Wealth Advisors, Inc. 21210.08%1.34%3.86%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.06%0.41%1.48%Q3 2018Q3 202321
PATHSTONE FAMILY OFFICE, LLC 1530.00%0.01%0.05%Q4 2018Q3 202321
Lee Financial Co 1920.01%0.01%0.06%Q1 2018Q3 202321
MARINO, STRAM & ASSOCIATES LLC 1560.08%0.55%1.22%Q4 2017Q3 202321
Sunbelt Securities, Inc. 20200.04%0.67%1.00%Q4 2018Q3 202320
Summit Financial Wealth Advisors, LLC 20200.24%6.29%10.22%Q4 2018Q3 202320
Garrett Wealth Advisory Group, LLC 20200.20%0.73%1.42%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.26%0.35%0.44%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.02%0.70%1.08%Q4 2018Q3 202320
RWA WEALTH PARTNERS, LLC 20200.01%0.06%0.14%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.07%0.14%Q1 2019Q3 202320
Beaumont Financial Partners, LLC 20200.02%0.52%1.26%Q4 2017Q3 202220
SIGNATUREFD, LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
RVW Wealth, LLC 20200.05%0.10%0.40%Q1 2019Q4 202320
Guidance Point Advisors, LLC 20200.37%1.00%1.37%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.44%0.56%0.67%Q4 2018Q3 202320
BROWN ADVISORY INC 20200.00%0.00%0.00%Q4 2018Q3 202320
F3Logic, LLC 20200.15%2.23%6.65%Q1 2018Q4 202220
Sanchez Wealth Management Group 1642.17%3.55%6.68%Q4 2017Q3 202320
Cresset Asset Management, LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
SCOTIA CAPITAL INC. 20200.01%0.01%0.02%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.01%0.06%0.16%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.08%0.15%0.22%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20204.04%4.53%5.21%Q4 2018Q3 202320
Archer Investment Corp 20200.03%0.12%0.39%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.07%0.31%0.64%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.06%0.14%0.29%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.05%0.17%Q4 2017Q3 202220
Insight Wealth Strategies, LLC 20200.12%0.21%0.44%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.06%0.32%0.56%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.30%2.29%6.42%Q4 2018Q3 202320
Inscription Capital, LLC 20200.08%0.27%0.55%Q4 2018Q3 202320
WealthOne, LLC 20200.30%3.06%4.51%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.13%0.56%3.66%Q4 2018Q3 202320
Western Wealth Management, LLC 1180.20%0.38%0.54%Q4 2018Q3 202319
Matisse Capital 19190.32%3.51%8.02%Q1 2019Q3 202319
Avior Wealth Management, LLC 1810.00%3.16%4.92%Q3 2016Q3 202319
Oak Asset Management, LLC 1450.18%0.49%0.88%Q4 2018Q3 202319
WHALEROCK POINT PARTNERS, LLC 19190.21%0.31%0.38%Q1 2019Q3 202319
CENTAURUS FINANCIAL, INC. 1810.02%0.08%0.23%Q2 2018Q3 202319
INVESTMENT PARTNERS, LTD. 19190.16%0.41%0.50%Q1 2019Q3 202319
Financial Insights, Inc. 1810.79%1.41%2.46%Q4 2018Q3 202319
Tennessee Valley Asset Management Partners 19190.18%1.61%13.78%Q1 2019Q3 202319
Baystate Wealth Management LLC 1810.00%0.01%0.05%Q4 2018Q3 202319
ELEMENT POINTE ADVISORS, LLC 1810.15%0.58%0.98%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.00%0.01%0.02%Q3 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.08%0.14%0.17%Q1 2019Q3 202319
Syntal Capital Partners, LLC 19190.43%2.39%9.79%Q1 2019Q3 202319
PRIVATE TRUST CO NA 19190.06%0.09%0.14%Q1 2019Q3 202319
Mendel Money Management 1410.22%0.54%0.71%Q4 2017Q3 202319
BLAIR WILLIAM & CO/IL 19190.00%0.00%0.01%Q1 2019Q3 202319
Weaver Consulting Group 19190.56%1.35%1.99%Q1 2019Q3 202319
SignalPoint Asset Management, LLC 19190.09%0.13%0.17%Q1 2019Q3 202319
TSFG, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
Well Done, LLC 19191.17%2.43%3.04%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.09%0.20%Q1 2019Q3 202319
GLENMEDE TRUST CO NA 19190.00%0.00%0.01%Q1 2019Q3 202319
1834 INVESTMENT ADVISORS CO 19190.00%0.06%0.10%Q4 2017Q2 202219
Moloney Securities Asset Management, LLC 1270.04%0.15%1.06%Q2 2018Q3 202319
VAUGHAN DAVID INVESTMENTS LLC/IL 19190.11%0.47%0.71%Q1 2019Q3 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.01%Q1 2019Q3 202319
CNB Bank 1810.00%0.00%0.01%Q4 2018Q3 202319
DAVIDSON INVESTMENT ADVISORS 990.03%0.08%0.25%Q4 2017Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 1530.01%0.06%0.18%Q4 2017Q3 202318
GIRARD PARTNERS LTD. 1260.04%0.05%0.07%Q2 2017Q3 202318
Integrated Wealth Concepts LLC 18180.02%0.08%0.18%Q2 2019Q3 202318
Tranquility Partners, LLC 18181.58%1.99%2.81%Q2 2019Q3 202318
Connecticut Wealth Management, LLC 1080.31%1.29%4.68%Q1 2019Q3 202318
Jackson, Grant Investment Advisers, Inc. 18180.03%0.03%0.04%Q2 2019Q3 202318
Private Capital Group, LLC 18180.00%0.00%0.01%Q4 2017Q1 202218
Northeast Financial Consultants Inc 18180.13%3.45%5.11%Q2 2019Q3 202318
Clarus Wealth Advisors 1110.04%0.16%0.24%Q2 2018Q2 202318
Dynamic Advisor Solutions LLC 18180.31%0.48%0.61%Q2 2019Q3 202318
Sowell Financial Services LLC 1020.01%0.06%0.10%Q1 2018Q3 202318
PARAMETRIC PORTFOLIO ASSOCIATES LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
Koshinski Asset Management, Inc. 1620.03%0.06%0.12%Q1 2019Q3 202318
IHT Wealth Management, LLC 1440.00%0.09%0.20%Q2 2017Q3 202318
Magnus Financial Group LLC 18180.02%0.10%0.20%Q2 2019Q3 202318
First Horizon Advisors, Inc. 18180.00%0.24%0.40%Q2 2019Q3 202318
Jackson Hole Capital Partners, LLC 18180.12%0.15%0.19%Q2 2019Q3 202318
Stone House Investment Management, LLC 910.00%1.59%4.07%Q1 2017Q3 202318
Wela Strategies, Inc. 18182.06%2.47%3.57%Q3 2019Q4 202318
Pasadena Private Wealth, LLC 18180.20%0.29%0.64%Q2 2019Q3 202318
JNBA Financial Advisors 18180.00%0.01%0.02%Q2 2019Q3 202318
OPTIMUM INVESTMENT ADVISORS 18180.06%0.28%0.52%Q3 2019Q4 202318
Ellis Investment Partners, LLC 18180.08%0.22%0.30%Q2 2019Q3 202318
CREATIVE FINANCIAL DESIGNS INC /ADV 17170.00%0.27%0.42%Q3 2019Q3 202317
FormulaFolio Investments, LLC 17170.10%0.35%0.79%Q4 2016Q4 202017
Hubbell Strickland Wealth Management, LLC 17170.47%1.65%2.55%Q3 2019Q3 202317
Robertson Stephens Wealth Management, LLC 17170.12%0.54%2.26%Q3 2019Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
COMERICA SECURITIES,INC. 17170.03%0.21%0.33%Q3 2019Q3 202317
Covington Capital Management 17170.00%0.00%0.01%Q3 2018Q3 202217
Stewardship Financial Advisors, LLC 17174.02%8.59%14.32%Q1 2017Q1 202117
CreativeOne Wealth, LLC 17170.04%0.06%0.08%Q3 2019Q3 202317
GeoWealth Management, LLC 17170.06%0.26%1.09%Q3 2019Q3 202317
Colonial Trust Advisors 17170.22%1.00%1.20%Q3 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 1430.00%0.27%0.87%Q1 2019Q3 202317
Physician Wealth Advisors, Inc. 17171.59%2.20%2.78%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.04%0.09%Q3 2019Q3 202317
Tillar-Wenstrup Advisors, LLC 1120.17%3.23%6.01%Q1 2018Q4 202217
Modus Advisors, LLC 17170.59%3.11%3.79%Q4 2019Q4 202317
Ancora Advisors LLC 1610.00%0.00%0.01%Q3 2018Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.05%0.10%Q2 2019Q2 202317
9258 Wealth Management, LLC 17170.30%2.82%4.15%Q3 2019Q3 202317
JOHNSON INVESTMENT COUNSEL INC 980.01%0.01%0.02%Q4 2016Q3 202317
Karp Capital Management Corp 17170.01%1.29%2.97%Q3 2018Q3 202217
TRUIST FINANCIAL CORP 16160.13%0.21%0.28%Q4 2019Q3 202316
Linscomb & Williams, Inc. 16160.05%0.06%0.12%Q4 2019Q3 202316
HBW ADVISORY SERVICES LLC 16160.13%0.32%0.47%Q4 2019Q3 202316
Demars Financial Group, LLC 16160.30%2.93%7.63%Q4 2019Q3 202316
Provident Wealth Management, LLC 16160.00%8.81%10.84%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16166.63%7.69%9.92%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.01%0.02%Q2 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.20%0.64%1.46%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.12%0.21%0.36%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16161.68%2.02%2.34%Q4 2019Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.00%0.04%0.07%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.10%0.19%0.46%Q4 2019Q3 202316
Argent Advisors, Inc. 16164.43%5.59%7.54%Q4 2019Q3 202316
Crumly & Associates Inc. 16162.88%4.50%7.60%Q4 2019Q3 202316
Belpointe Asset Management LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Element Wealth, LLC 16160.34%0.45%0.68%Q4 2019Q3 202316
WBH ADVISORY INC 1330.06%0.29%0.67%Q3 2019Q3 202316
FIFTH THIRD SECURITIES, INC. 911.37%4.05%8.55%Q2 2019Q3 202316
EPG Wealth Management LLC 16160.05%0.91%1.45%Q4 2019Q3 202316
Advocacy Wealth Management Services, LLC 1330.00%1.19%6.43%Q3 2019Q3 202316
Visionary Wealth Advisors 16160.33%0.47%0.88%Q4 2019Q3 202316
STEPHENS INC /AR/ 16160.01%0.06%0.09%Q4 2019Q3 202316
TANDEM CAPITAL MANAGEMENT CORP /ADV 16160.22%0.26%0.30%Q4 2019Q3 202316
StoneX Group Inc. 1330.14%0.22%0.32%Q4 2018Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.03%0.06%0.22%Q4 2019Q3 202316
Princeton Global Asset Management LLC 16160.30%1.31%2.34%Q4 2019Q3 202316
Seven Springs Wealth Group, LLC 16165.20%18.17%28.26%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.07%3.65%7.83%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.13%0.24%0.30%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16161.82%2.82%3.70%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16161.21%1.52%2.06%Q4 2019Q3 202316
THOROUGHBRED FINANCIAL SERVICES, LLC 16160.31%1.15%1.41%Q4 2019Q3 202316
BerganKDV Wealth Management, LLC 1020.00%0.02%0.08%Q3 2016Q2 202316
Sound Financial Strategies Group, LLC 16160.27%1.61%13.67%Q4 2019Q3 202316
Royal Fund Management, LLC 16160.02%0.55%0.82%Q4 2019Q3 202316
SIMON QUICK ADVISORS, LLC 1210.00%0.03%0.05%Q2 2018Q3 202316
Realta Investment Advisors 1240.00%0.05%0.07%Q1 2019Q3 202316
Ledyard National Bank 16160.87%3.28%5.88%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.08%0.45%Q4 2019Q3 202316
Lowe Wealth Advisors, LLC 16160.00%0.00%0.01%Q2 2016Q1 202016
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.00%Q3 2017Q3 202316
Apexium Financial, LP 16160.81%1.72%5.46%Q4 2019Q3 202316
First Allied Advisory Services, Inc. 1510.02%0.44%1.36%Q1 2016Q3 202016
MBE Wealth Management, LLC 161610.10%11.78%13.54%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16161.54%1.90%2.54%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.06%0.18%0.76%Q4 2019Q3 202316
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1420.07%0.37%0.96%Q3 2019Q3 202316
Beacon Financial Advisory LLC 16161.42%1.92%2.64%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Veracity Capital LLC 16160.27%0.56%0.99%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.18%0.28%0.41%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16161.87%2.89%4.65%Q4 2019Q3 202316
Ayrshire Capital Management LLC 16160.18%0.33%0.97%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.93%1.57%2.25%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.24%0.70%1.07%Q4 2019Q3 202316
Southeast Asset Advisors Inc. 1420.03%0.05%0.09%Q3 2019Q3 202316
Prospera Financial Services Inc 1420.02%0.20%0.49%Q3 2019Q3 202316
Corient Capital Partners, LLC 610.02%0.03%0.04%Q3 2016Q2 202215
Atlantic Union Bankshares Corp 15150.03%0.04%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.17%0.40%Q2 2016Q4 201915
Compass Ion Advisors, LLC 15150.29%6.50%11.29%Q1 2020Q3 202315
XML Financial, LLC 15151.99%2.70%4.04%Q1 2020Q3 202315
BERKSHIRE ASSET MANAGEMENT LLC/PA 1410.02%0.03%0.03%Q2 2017Q1 202115
Kohmann Bosshard Financial Services, LLC 15150.22%0.37%0.53%Q1 2020Q3 202315
Cedar Wealth Management, LLC 15150.51%1.68%2.22%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.26%0.34%0.44%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 1320.02%0.03%0.05%Q3 2019Q3 202315
LexAurum Advisors, LLC 15150.23%0.54%0.96%Q1 2020Q3 202315
Csenge Advisory Group 15150.25%0.73%1.04%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Financial Partners Group, Inc 1050.05%2.65%6.58%Q4 2017Q3 202315
DEUTSCHE BANK AG\ 710.00%0.00%0.00%Q4 2014Q3 202315
Ford Financial Group, LLC 15150.10%0.28%0.36%Q2 2019Q4 202215
Core Wealth Advisors, Inc. 15150.06%0.38%2.17%Q1 2020Q3 202315
Simplicity Solutions, LLC 930.02%0.04%0.12%Q4 2018Q3 202315
Samalin Investment Counsel, LLC 1410.01%0.79%1.20%Q4 2019Q3 202315
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15150.23%1.29%3.38%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.14%0.27%0.40%Q4 2019Q3 202315
Pensionmark Financial Group, LLC 15150.18%0.37%0.66%Q1 2020Q3 202315
BRANDYWINE OAK PRIVATE WEALTH LLC 15150.08%0.09%0.10%Q1 2020Q3 202315
FIRST NATIONAL CORP /MA/ /ADV 15150.45%0.81%1.38%Q1 2020Q3 202315
BROWN BROTHERS HARRIMAN & CO 1410.00%0.00%0.01%Q4 2018Q3 202315
Eastover Investment Advisors LLC 15150.15%0.47%0.87%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.02%0.04%0.11%Q1 2020Q3 202315
M&T BANK CORP 960.00%0.01%0.01%Q3 2017Q2 202115
Retirement Group, LLC 1410.11%0.53%0.78%Q4 2019Q3 202315
CALTON & ASSOCIATES, INC. 1310.01%0.30%1.58%Q4 2017Q4 202215
SHEETS SMITH WEALTH MANAGEMENT 15150.04%0.05%0.07%Q1 2020Q3 202315
RiverFront Investment Group, LLC 15150.29%0.79%1.56%Q3 2019Q1 202315
RFG Advisory, LLC 15150.06%0.11%0.14%Q1 2020Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Ranch Capital Advisors Inc. 870.01%0.20%0.55%Q4 2019Q3 202315
TrinityPoint Wealth, LLC 15150.13%0.70%1.04%Q1 2020Q3 202315
1832 Asset Management L.P. 15150.02%0.02%0.02%Q1 2020Q3 202315
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 15150.14%1.34%2.00%Q1 2020Q3 202315
Foundations Investment Advisors, LLC 1410.04%0.47%0.86%Q2 2019Q3 202315
COMERICA BANK 1410.00%0.14%0.19%Q3 2019Q3 202315
NORTH AMERICAN MANAGEMENT CORP 15150.85%1.22%2.38%Q3 2017Q1 202115
NORTHSTAR WEALTH PARTNERS LLC 14140.10%0.27%0.42%Q2 2017Q3 202014
Jacobi Capital Management LLC 14140.00%0.06%0.12%Q1 2019Q2 202214
Prism Advisors, Inc. 14146.73%7.36%7.98%Q2 2020Q3 202314
Gibraltar Capital Management, Inc. 14140.11%1.55%3.38%Q3 2019Q4 202214
O'Dell Group, LLC 14144.81%7.44%9.10%Q2 2020Q3 202314
TRUST CO OF VERMONT 710.00%0.00%0.01%Q4 2018Q2 202314
NORTHERN TRUST CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
Kerntke Otto McGlone Wealth Management Group 710.75%2.71%5.03%Q4 2019Q3 202314
WEALTHSOURCE PARTNERS, LLC 1130.03%0.07%0.18%Q2 2019Q3 202314
Royal Harbor Partners, LLC 1310.14%0.42%3.58%Q4 2019Q3 202314
Vestmark Advisory Solutions, Inc. 1040.06%1.56%3.21%Q3 2019Q3 202314
FDx Advisors, Inc. 1110.01%0.03%0.19%Q1 2016Q3 202314
Regal Investment Advisors LLC 1020.01%0.05%0.08%Q2 2015Q3 202314
New England Private Wealth Advisors LLC 14140.06%0.07%0.08%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.42%0.97%1.70%Q4 2019Q3 202314
DOHJ, LLC 14141.87%2.29%2.90%Q2 2020Q3 202314
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14140.05%0.07%0.09%Q2 2020Q3 202314
Scott & Selber, Inc. 14140.10%0.16%0.20%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 14140.00%0.01%0.02%Q4 2019Q1 202314
Claraphi Advisory Network, LLC 14140.20%0.27%0.34%Q1 2019Q2 202214
Keudell/Morrison Wealth Management 14140.24%0.52%0.77%Q2 2020Q3 202314
Mirae Asset Global Investments Co., Ltd. 14140.00%0.01%0.02%Q2 2020Q3 202314
Wealthcare Advisory Partners LLC 1310.01%0.09%0.16%Q1 2020Q3 202314
EASTERN BANK 14140.18%0.71%1.96%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.06%0.08%0.10%Q2 2020Q3 202314
Teamwork Financial Advisors, LLC 14140.04%0.15%0.29%Q2 2020Q3 202314
Monterey Private Wealth, Inc. 14142.31%4.31%8.15%Q2 2020Q3 202314
SMITH CHAS P & ASSOCIATES PA CPAS 14140.30%0.87%1.07%Q2 2020Q3 202314
DAGCO, INC. 14140.38%5.45%9.94%Q2 2020Q3 202314
Family Legacy, Inc. 14141.28%1.52%1.69%Q2 2020Q3 202314
Allen Capital Group, LLC 1130.05%0.07%0.08%Q1 2020Q3 202314
BBR PARTNERS, LLC 13130.49%0.90%1.21%Q3 2020Q3 202313
Measured Wealth Private Client Group, LLC 13131.07%1.46%2.01%Q3 2020Q3 202313
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.00%Q3 2020Q3 202313
Darwin Wealth Management, LLC 940.04%0.22%0.44%Q4 2017Q1 202113
Founders Financial Alliance, LLC 13130.08%0.14%0.17%Q3 2020Q3 202313
SOL Capital Management CO 1210.04%0.05%0.05%Q4 2019Q3 202313
ARS Wealth Advisors, LLC 13130.10%0.30%0.57%Q4 2014Q4 201713
Hudock, Inc. 13130.00%0.00%0.01%Q3 2019Q3 202213
FIRST MERCHANTS CORP 13130.02%0.03%0.04%Q3 2020Q3 202313
Disciplined Investments, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
PSI Advisors, LLC 1210.01%2.84%4.22%Q4 2019Q3 202313
JONES FINANCIAL COMPANIES LLLP 13130.00%0.01%0.05%Q3 2020Q3 202313
IFS Advisors, LLC 13130.43%12.52%31.23%Q4 2020Q4 202313
Winfield Associates, Inc. 710.01%0.09%0.30%Q4 2016Q1 202213
Hoese & Co LLP 13132.53%3.79%4.53%Q4 2020Q4 202313
Gratus Capital, LLC 13133.08%4.44%6.89%Q3 2020Q3 202313
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1110.01%0.33%0.72%Q2 2018Q3 202313
ROPES WEALTH ADVISORS LLC 13130.10%0.15%0.21%Q3 2020Q3 202313
ROSENBLUM SILVERMAN SUTTON S F INC /CA 13130.44%0.77%1.00%Q3 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 850.11%0.19%0.29%Q2 2020Q3 202313
McLean Asset Management Corp 13130.16%0.40%0.75%Q4 2020Q4 202313
Castle Rock Wealth Management, LLC 1210.07%0.19%0.63%Q2 2020Q3 202313
Allworth Financial LP 1210.00%0.02%0.03%Q1 2020Q3 202313
FIRST MANHATTAN CO. LLC. 1030.00%0.00%0.00%Q2 2020Q3 202313
Chicago Partners Investment Group LLC 13130.04%0.09%0.10%Q3 2020Q3 202313
Townsend & Associates, Inc 13130.74%1.66%2.45%Q3 2019Q3 202213
Focused Wealth Management, Inc 13130.01%0.01%0.02%Q3 2019Q3 202213
Private Portfolio Partners LLC 1210.06%0.08%0.10%Q4 2019Q3 202313
Legacy Financial Strategies, LLC 13133.09%5.39%8.07%Q3 2020Q3 202313
Stonebridge Financial Planning Group, LLC 13130.05%1.76%2.46%Q3 2020Q3 202313
Meridian Wealth Management, LLC 13130.05%0.32%0.51%Q3 2020Q3 202313
Probity Advisors, Inc. 820.10%0.50%0.93%Q1 2020Q3 202313
Oakworth Capital, Inc. 1030.00%0.01%0.02%Q2 2020Q3 202313
Larson Financial Group LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
ALTERNA WEALTH MANAGEMENT, INC 940.07%0.63%1.57%Q4 2018Q3 202313
Orion Portfolio Solutions, LLC 820.00%0.05%0.12%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.48%0.70%1.04%Q3 2020Q3 202313
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 13130.24%1.83%2.66%Q3 2020Q3 202313
Crewe Advisors LLC 13130.06%0.36%0.53%Q3 2020Q3 202313
Hanson & Doremus Investment Management 13130.08%0.10%0.12%Q3 2020Q3 202313
SEI INVESTMENTS CO 13130.00%0.00%0.01%Q2 2017Q2 202013
PACES FERRY WEALTH ADVISORS, LLC 13130.20%0.30%0.35%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.45%0.76%0.99%Q3 2020Q3 202313
Clark Capital Management Group, Inc. 13130.05%0.32%1.54%Q1 2015Q1 201813
CULLEN/FROST BANKERS, INC. 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.13%0.29%0.60%Q3 2020Q3 202313
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.15%0.19%0.32%Q4 2020Q3 202312
ROTHSCHILD INVESTMENT LLC /IL 1020.02%0.28%0.42%Q4 2018Q2 202312
Clarus Group, Inc. 12120.20%0.25%0.34%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12121.56%2.22%2.76%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.08%0.13%0.16%Q4 2020Q3 202312
Aptus Capital Advisors, LLC 930.00%0.00%0.02%Q4 2019Q3 202312
COMMERCE BANK 1110.00%0.00%0.00%Q4 2019Q3 202312
Concord Wealth Partners 12120.21%8.19%13.94%Q4 2020Q3 202312
Horizon Investments, LLC 750.00%1.38%5.24%Q2 2018Q3 202312
Wells Financial Advisors INC 12120.80%5.61%8.47%Q4 2020Q3 202312
BIEGEL & WALLER LLC 12120.90%1.32%1.62%Q4 2016Q3 201912
Future Financial Wealth Managment LLC 12120.54%0.84%1.18%Q4 2020Q3 202312
Intrua Financial, LLC 12120.16%0.28%0.52%Q2 2020Q1 202312
Flagship Private Wealth, LLC 12120.50%0.54%0.58%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.17%0.24%0.28%Q4 2020Q3 202312
Copperwynd Financial, LLC 12120.13%2.69%6.39%Q4 2019Q3 202212
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
Atria Investments, Inc 1020.01%0.06%0.14%Q3 2019Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.08%0.12%Q4 2018Q3 202112
Conservest Capital Advisors, Inc. 12120.18%2.51%4.51%Q4 2020Q3 202312
Allegheny Financial Group LTD 12124.04%4.99%7.80%Q4 2020Q3 202312
High Falls Advisors, Inc 12120.08%0.24%0.42%Q4 2020Q3 202312
Madison Wealth Partners, Inc 121212.78%15.68%18.44%Q4 2020Q3 202312
Thrive Capital Management, LLC 12122.47%6.22%8.65%Q4 2020Q3 202312
Sound View Wealth Advisors Group, LLC 12120.68%1.24%1.46%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.02%0.20%0.67%Q3 2020Q3 202312
MAI Capital Management 12120.01%0.04%0.15%Q4 2020Q3 202312
Capital Planning LLC 12124.80%5.84%7.21%Q4 2020Q3 202312
SILVERCREST ASSET MANAGEMENT GROUP LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
HOWE & RUSLING INC 12120.02%0.19%0.24%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.38%2.62%3.19%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.04%0.08%0.16%Q4 2020Q3 202312
Summit Financial Strategies, Inc. 12120.05%0.07%0.08%Q4 2020Q3 202312
Bartlett & Co. LLC 12120.00%0.00%0.01%Q1 2021Q4 202312
SMITH, MOORE & CO. 12120.05%0.34%0.48%Q4 2020Q3 202312
MFA WEALTH ADVISORS, LLC 12123.10%3.98%5.63%Q1 2020Q4 202212
USAdvisors Wealth Management, LLC 12120.38%0.60%0.92%Q4 2020Q3 202312
Laurel Wealth Advisors, Inc. 1110.04%0.10%0.31%Q4 2019Q4 202212
Plante Moran Financial Advisors, LLC 1110.01%0.01%0.01%Q1 2020Q3 202312
HARBOR ADVISORY CORP /MA/ 12121.24%1.90%2.28%Q4 2020Q3 202312
Gladstone Institutional Advisory LLC 1020.05%0.40%0.51%Q2 2019Q3 202312
Insight Advisors, LLC/ PA 12120.12%0.14%0.18%Q4 2020Q3 202312
FIRST FOUNDATION ADVISORS 1110.01%0.02%0.05%Q2 2017Q3 202312
Pacific Wealth Management 121214.53%20.54%29.99%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.94%2.28%6.14%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.43%0.53%0.68%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12126.72%10.30%11.94%Q4 2020Q3 202312
Cranbrook Wealth Management, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Bouvel Investment Partners, LLC 12120.67%0.97%1.39%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.01%0.01%Q1 2020Q4 202212
Fort Sheridan Advisors LLC 710.10%0.13%0.15%Q1 2019Q3 202312
Curated Wealth Partners LLC 12120.29%0.59%0.95%Q4 2020Q3 202312
Accel Wealth Management 12122.08%3.71%4.42%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.20%0.33%0.51%Q4 2020Q3 202312
MCF Advisors LLC 750.00%0.00%0.01%Q3 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
ShoreHaven Wealth Partners, LLC 12120.90%1.05%1.30%Q4 2020Q3 202312
Fluent Financial, LLC 841.26%1.66%2.52%Q4 2018Q3 202312
Integrated Advisors Network LLC 12120.04%0.22%0.31%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.15%0.50%1.85%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.08%0.11%0.15%Q4 2020Q3 202312
Selective Wealth Management, Inc. 750.01%0.04%0.10%Q3 2019Q3 202212
McKinley Carter Wealth Services, Inc. 12120.02%0.04%0.07%Q4 2020Q3 202312
Snowden Capital Advisors LLC 810.01%0.02%0.03%Q3 2019Q3 202312
Legacy Wealth Planning, LLC 12120.67%1.00%2.71%Q4 2019Q3 202212
Echo Wealth Management, LLC 12123.66%6.12%9.37%Q4 2020Q3 202312
HYA Advisors, Inc 11111.65%2.00%2.36%Q4 2019Q2 202211
Freedom Investment Management, Inc. 11110.03%0.06%0.14%Q1 2021Q3 202311
Bison Wealth, LLC 11110.12%0.14%0.15%Q1 2019Q3 202111
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 740.09%0.10%0.12%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.06%0.11%0.17%Q4 2020Q2 202311
Ameritas Investment Company, LLC 920.05%0.17%0.39%Q4 2018Q3 202111
Spire Wealth Management 11110.06%0.09%0.12%Q1 2021Q3 202311
EP Wealth Advisors, LLC 11110.01%0.04%0.16%Q1 2021Q3 202311
H&H Retirement Design & Management INC 830.86%2.34%4.69%Q1 2020Q4 202211
Cribstone Capital Management, LLC 11110.04%0.92%1.91%Q1 2018Q3 202011
Benedetti & Gucer, Inc. 11111.48%2.06%2.77%Q1 2021Q3 202311
Haverford Trust Co 11110.02%0.02%0.02%Q1 2021Q3 202311
Commonwealth Equity Services, Inc 11110.00%0.08%0.21%Q1 2015Q3 201711
Insight Wealth Partners, LLC 11110.06%0.16%0.28%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11111.06%6.49%8.74%Q4 2020Q2 202311
Southland Equity Partners LLC 11110.26%0.65%0.78%Q1 2021Q3 202311
Meridian Financial Partners LLC 11111.29%8.37%16.75%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.14%0.16%0.18%Q4 2020Q2 202311
Column Capital Advisors, LLC 1010.00%0.01%0.01%Q1 2020Q3 202311
Gunma Bank,Ltd. 411.01%2.21%3.87%Q2 2020Q3 202311
Financial Network Wealth Management LLC 920.15%0.20%0.23%Q4 2020Q3 202311
Wolff Financial Management LLC 920.17%5.01%19.90%Q4 2020Q3 202311
Glassman Wealth Services 11110.03%0.09%0.14%Q1 2021Q3 202311
Berger Financial Group, Inc 740.02%0.04%0.06%Q4 2020Q3 202311
ProVise Management Group, LLC 11110.06%0.92%3.13%Q1 2021Q3 202311
Advisors Capital Management, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
EQ LLC 11111.84%5.84%9.57%Q4 2020Q2 202311
Arkadios Wealth Advisors 1010.01%0.09%0.32%Q4 2019Q3 202311
D'Orazio & Associates, Inc. 11115.31%9.43%13.51%Q1 2021Q3 202311
Valeo Financial Advisors, LLC 510.00%0.01%0.03%Q1 2018Q3 202311
Clear Creek Financial Management, LLC 1010.05%0.14%0.23%Q4 2020Q3 202311
BOKF, NA 920.00%0.01%0.01%Q4 2020Q3 202311
NewEdge Wealth, LLC 11110.08%0.10%0.12%Q1 2021Q3 202311
PRW Wealth Management LLC 510.09%0.48%0.77%Q1 2020Q1 202311
West Financial Advisors, LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
Fermata Advisors, LLC 11110.98%2.87%5.49%Q1 2021Q3 202311
BRASADA CAPITAL MANAGEMENT, LP 11110.09%0.11%0.12%Q1 2021Q3 202311
BB&T SECURITIES, LLC 11110.02%0.05%0.11%Q1 2017Q3 201911
Stuart Chaussee & Associates, Inc. 720.02%1.42%5.20%Q1 2019Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 830.06%0.07%0.08%Q2 2019Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q1 2016Q3 201811
Squar Milner Financial Services LLC 11110.26%0.42%0.69%Q4 2017Q2 202011
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 650.11%0.24%0.66%Q1 2020Q3 202311
Keebeck Wealth Management, LLC 910.01%0.07%0.10%Q4 2019Q3 202311
GSB Wealth Management, LLC 820.28%0.29%0.32%Q1 2021Q3 202310
Lake Point Wealth Management 520.00%0.11%1.03%Q4 2018Q2 202210
Brinker Capital Investments, LLC 550.01%0.02%0.04%Q3 2015Q4 202210
EVERMAY WEALTH MANAGEMENT LLC 10100.02%0.06%0.09%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.13%0.38%Q4 2020Q3 202310
Capital Asset Advisory Services LLC 910.01%0.01%0.02%Q4 2019Q2 202210
Argent Trust Co 10100.01%0.02%0.02%Q2 2021Q3 202310
Bogart Wealth, LLC 10100.00%1.56%2.58%Q2 2021Q3 202310
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10100.09%0.13%0.16%Q2 2021Q3 202310
Horizon Investment Services, LLC 10100.12%0.88%1.19%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.01%0.07%0.22%Q2 2021Q3 202310
Brookstone Capital Management 10100.05%0.20%0.47%Q2 2021Q3 202310
Essex Savings Bank 10100.08%0.19%0.23%Q2 2021Q3 202310
WASHINGTON TRUST Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Source Financial Advisors LLC 10100.09%0.11%0.14%Q4 2020Q1 202310
Corbenic Partners LLC 101011.36%13.97%18.13%Q1 2020Q2 202210
CSM Advisors, LLC 10100.08%0.10%0.12%Q2 2021Q3 202310
Concorde Asset Management, LLC 10100.14%0.30%0.52%Q3 2017Q4 201910
Pettinga Financial Advisors LLC 820.07%0.10%0.17%Q4 2020Q2 202310
V Wealth Advisors LLC 10100.04%0.49%0.95%Q2 2020Q3 202210
GRIMES & COMPANY, INC. 10100.01%0.03%0.16%Q2 2021Q3 202310
Horan Securities, Inc. 730.01%0.01%0.02%Q4 2020Q2 202310
RIDGECREST WEALTH PARTNERS, LLC 10101.02%5.40%8.38%Q2 2021Q3 202310
BAILARD, INC. 10100.02%0.04%0.06%Q2 2021Q3 202310
Levy Wealth Management Group, LLC 820.11%0.14%0.21%Q4 2020Q3 202310
Sandbox Financial Partners, LLC 10100.16%2.70%3.51%Q2 2021Q3 202310
WADE G W & INC 10100.02%0.02%0.02%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.17%0.26%0.35%Q1 2021Q3 202310
ARS Investment Partners, LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
Syverson Strege & Co 10100.01%0.03%0.06%Q4 2020Q1 202310
Rosenberg Matthew Hamilton 550.01%0.01%0.02%Q2 2020Q3 202310
Sandy Spring Bank 10100.00%0.02%0.03%Q2 2021Q3 202310
Lincoln Capital LLC 10100.10%0.16%0.20%Q2 2021Q3 202310
Wealthspire Advisors, LLC 910.03%0.04%0.04%Q1 2021Q3 202310
Randolph Co Inc 10100.03%0.06%0.08%Q2 2021Q3 202310
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 510.01%0.06%0.35%Q4 2019Q3 202310
Addison Advisors LLC 10100.00%0.32%0.48%Q2 2021Q3 202310
ACG Wealth 910.00%0.17%0.33%Q1 2018Q2 202210
New Capital Management LP 710.29%0.79%1.30%Q4 2020Q3 202310
TRANSCEND CAPITAL ADVISORS, LLC 10100.03%0.03%0.05%Q2 2021Q3 202310
West Branch Capital LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
Icon Wealth Partners, LLC 730.04%0.18%0.23%Q4 2020Q3 202310
SVB WEALTH LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
SCHMIDT P J INVESTMENT MANAGEMENT INC 10100.09%0.21%0.29%Q4 2017Q1 202010
Renaissance Technologies 510.00%0.00%0.01%Q3 2020Q2 202310
NSI Retail Advisors, LLC 10100.18%0.23%0.30%Q2 2021Q3 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.02%0.03%0.04%Q1 2016Q2 201810
MSI Financial Services Inc 10100.00%0.03%0.09%Q3 2014Q4 201610
Krilogy Financial LLC 10100.02%0.03%0.04%Q4 2020Q1 202310
BRYN MAWR TRUST Co 820.01%0.02%0.03%Q2 2018Q2 202110
Biltmore Family Office, LLC 910.02%0.10%0.12%Q4 2019Q3 202310
Gradient Investments LLC 510.00%0.00%0.00%Q1 2018Q3 202310
Virtu Financial LLC 210.01%0.07%0.20%Q3 2016Q3 202210
Montis Financial, LLC 990.15%0.18%0.20%Q3 2021Q3 20239
Round Rock Advisors, LLC 990.09%0.12%0.21%Q3 2021Q3 20239
PFS INVESTMENTS INC. 720.20%1.56%4.98%Q2 2018Q4 20229
Blue Chip Partners, LLC 990.06%0.07%0.08%Q2 2020Q2 20229
LEO BROKERAGE, LLC 520.30%4.30%7.46%Q3 2020Q2 20239
Tradition Wealth Management, LLC 720.00%0.00%0.01%Q4 2020Q3 20239
HawsGoodwin Investment Management LLC 990.05%0.14%0.54%Q4 2019Q4 20219
WC Walker & Associates, Inc. 993.92%4.22%4.47%Q4 2020Q4 20229
FOUNDERS FINANCIAL SECURITIES LLC 720.43%1.09%2.95%Q2 2018Q4 20229
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q3 2017Q3 20239
BEESE FULMER INVESTMENT MANAGEMENT, INC. 990.03%0.03%0.04%Q3 2021Q3 20239
Capstone Triton Financial Group, LLC 720.18%0.38%1.00%Q2 2021Q3 20239
Stokes Family Office, LLC 720.03%0.13%0.21%Q2 2021Q3 20239
CFS Investment Advisory Services, LLC 810.19%0.31%0.52%Q4 2020Q2 20239
High Net Worth Advisory Group LLC 990.25%0.31%0.34%Q4 2021Q4 20239
BRR OpCo, LLC 990.04%0.05%0.06%Q3 2020Q3 20229
Ellevest, Inc. 990.01%0.01%0.01%Q1 2021Q1 20239
WHITENER CAPITAL MANAGEMENT, INC. 810.13%0.14%0.16%Q2 2021Q3 20239
ARGI Investment Services, LLC 990.01%0.01%0.02%Q4 2020Q4 20229
LAKE STREET ADVISORS GROUP, LLC 990.08%0.21%0.35%Q3 2021Q3 20239
SteelPeak Wealth, LLC 610.01%0.02%0.08%Q4 2019Q3 20239
Dana Investment Advisors, Inc. 810.01%0.02%0.03%Q3 2017Q3 20239
Joel Isaacson & Co., LLC 990.02%0.05%0.09%Q3 2021Q3 20239
One Capital Management, LLC 990.04%0.86%1.43%Q3 2021Q3 20239
ROWLANDMILLER & PARTNERS.ADV 990.02%0.03%0.03%Q4 2021Q4 20239
Independent Advisor Alliance 990.02%0.11%0.73%Q4 2019Q4 20219
Venture Visionary Partners LLC 990.03%0.03%0.03%Q3 2021Q3 20239
Walkner Condon Financial Advisors LLC 990.38%0.51%1.23%Q3 2021Q3 20239
Cerity Partners LLC 410.00%0.01%0.02%Q4 2018Q3 20239
Herold Advisors, Inc. 990.34%0.41%0.45%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 993.26%4.64%5.28%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 721.04%1.18%1.43%Q4 2019Q3 20239
Marcum Wealth, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
Investors Financial Group, LLC 991.06%1.55%2.31%Q4 2019Q4 20219
SouthState Corp 990.01%0.04%0.07%Q3 2021Q3 20239
ROVIN CAPITAL /UT/ /ADV 990.29%0.32%0.39%Q3 2021Q3 20239
Smithfield Trust Co 990.00%0.02%0.04%Q3 2021Q3 20239
CVA Family Office, LLC 720.01%0.01%0.01%Q1 2021Q2 20239
Capital Market Strategies LLC 990.61%0.78%1.38%Q4 2021Q4 20239
Bellwether Advisors, LLC 720.00%0.00%0.01%Q4 2020Q1 20239
JB Capital LLC 990.08%0.11%0.14%Q3 2021Q3 20239
GRAY FINANCIAL GROUP /GA /ADV /ADV 994.42%8.01%10.27%Q4 2014Q4 20169
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.01%Q2 2016Q2 20189
New England Investment & Retirement Group, Inc. 720.40%1.07%1.87%Q3 2015Q3 20219
SIMPLEX TRADING, LLC 630.00%0.00%0.00%Q4 2018Q3 20219
LIBERTY WEALTH MANAGEMENT LLC 990.01%0.02%0.03%Q3 2019Q3 20219
BENJAMIN EDWARDS INC 990.00%0.00%0.01%Q3 2021Q3 20239
Financial Engines Advisors L.L.C. 990.00%0.00%0.00%Q3 2021Q3 20239
Delos Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.00%0.01%0.02%Q2 2017Q1 20198
HB Wealth Management, LLC 880.16%0.21%0.30%Q4 2021Q3 20238
Facet Wealth, Inc. 880.20%0.39%0.76%Q4 2020Q3 20228
Stadion Money Management, LLC 880.04%0.04%0.06%Q2 2019Q1 20218
Autumn Glory Partners, LLC 881.77%3.32%5.02%Q4 2021Q3 20238
Apeiron RIA LLC 880.02%0.20%0.34%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.09%0.30%0.60%Q4 2021Q3 20238
Symphony Financial, Ltd. Co. 530.05%0.07%0.09%Q1 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 8810.04%13.60%16.44%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 880.09%0.14%0.22%Q4 2021Q3 20238
ETFIDEA, LLC 8810.98%11.84%12.56%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.38%0.85%1.61%Q4 2021Q3 20238
NCM Capital Management, LLC 880.14%0.56%0.76%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.13%0.21%Q4 2021Q3 20238
Sheaff Brock Investment Advisors, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Eagle Strategies LLC 882.54%3.19%4.72%Q4 2021Q3 20238
Asset Management Resources, LLC 880.70%0.84%0.97%Q4 2021Q3 20238
Grace Capital 880.01%0.03%0.09%Q2 2018Q1 20208
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.10%0.12%0.14%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.16%0.21%0.27%Q4 2021Q3 20238
Donoghue Forlines LLC 530.41%0.64%0.98%Q3 2018Q2 20218
Rollins Financial 620.11%0.23%0.45%Q1 2021Q1 20238
Huntington Steele LLC 880.33%1.26%1.49%Q2 2016Q1 20188
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Pinion Investment Advisors, LLC 880.60%0.71%0.84%Q2 2020Q1 20228
Custos Family Office, LLC 885.83%6.69%7.27%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.05%1.48%2.57%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.09%0.26%Q4 2021Q3 20238
Sutton Wealth Advisors Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
IFG Advisory, LLC 880.06%0.06%0.07%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.54%0.59%0.68%Q4 2020Q3 20228
Powers Advisory Group, LLC 883.89%4.92%5.58%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.04%Q4 2021Q3 20238
American Trust 883.89%5.08%7.62%Q4 2021Q3 20238
Wedmont Private Capital 880.04%0.07%0.12%Q4 2021Q3 20238
Sanford Advisory Services, LLC 884.69%6.48%8.27%Q1 2021Q4 20228
WealthCare Investment Partners, LLC 880.69%1.15%1.65%Q4 2021Q3 20238
Penserra Capital Management LLC 420.00%0.02%0.06%Q4 2016Q1 20238
Total Clarity Wealth Management, Inc. 410.03%0.28%0.82%Q4 2019Q2 20228
Richard P Slaughter Associates Inc 881.49%1.96%2.17%Q1 2021Q4 20228
Sterling Investment Counsel, LLC 881.15%1.53%1.87%Q4 2021Q3 20238
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 880.01%0.01%0.02%Q1 2018Q4 20198
Aspire Wealth Management Corp 883.65%4.14%4.67%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.08%0.14%0.32%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.19%0.20%0.22%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.03%0.10%0.14%Q4 2021Q3 20238
Litman Gregory Wealth Management LLC 320.04%0.25%0.49%Q2 2021Q3 20238
PFS Partners, LLC 8810.06%12.63%14.65%Q4 2021Q3 20238
Cardan Capital Partners, LLC 410.15%0.35%0.43%Q4 2015Q4 20188
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Red Tortoise LLC 442.30%2.55%2.82%Q3 2021Q3 20238
Minot Wealth Management LLC 880.21%0.26%0.45%Q3 2020Q2 20228
Amplius Wealth Advisors, LLC 880.03%0.15%0.48%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.26%0.29%0.33%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
RDA Financial Network 880.08%0.14%0.18%Q4 2021Q3 20238
TCWP LLC 880.08%0.63%1.94%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 886.01%10.12%13.59%Q4 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 511.14%2.76%5.22%Q4 2019Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Advisory Alpha, LLC 310.01%0.03%0.09%Q1 2019Q3 20238
Opal Wealth Advisors, LLC 880.28%0.35%0.48%Q4 2021Q3 20238
Perigon Wealth Management, LLC 710.02%0.03%0.03%Q3 2011Q2 20238
FLOW TRADERS U.S. LLC 310.00%0.06%0.15%Q4 2020Q3 20238
AVAII WEALTH MANAGEMENT, LLC 880.33%0.40%0.48%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 881.35%1.48%1.56%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.38%0.66%0.77%Q4 2021Q3 20238
55I, LLC 880.10%0.43%1.41%Q4 2020Q3 20228
HBK Sorce Advisory LLC 530.01%0.01%0.02%Q3 2021Q3 20238
Collaborative Wealth Managment Inc. 610.23%0.25%0.25%Q1 2021Q3 20238
Paladin Advisory Group, LLC 880.61%0.71%1.08%Q4 2021Q3 20238
Security Financial Services, INC. 880.11%0.12%0.14%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.25%1.60%4.07%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Forbes Financial Planning, Inc. 880.38%1.47%3.22%Q4 2021Q3 20238
Objective Capital Management, LLC 880.65%0.98%1.27%Q4 2021Q3 20238
Claro Advisors LLC 880.08%0.16%0.28%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.24%0.31%0.41%Q1 2022Q3 20237
GUARDIAN CAPITAL ADVISORS LP 430.02%0.02%0.02%Q2 2021Q2 20237
Sequoia Financial Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.62%1.40%1.79%Q1 2022Q3 20237
STUDIO INVESTMENT MANAGEMENT LLC 520.01%0.09%0.34%Q3 2021Q2 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 610.01%0.88%3.08%Q4 2017Q1 20217
First Personal Financial Services 770.00%0.00%0.00%Q1 2022Q3 20237
NewFocus Financial Group, LLC 430.08%0.32%1.45%Q2 2017Q4 20207
WealthPlan Investment Management, LLC 611.07%1.53%2.14%Q1 2022Q4 20237
CAPITAL ONE FINANCIAL CORP 770.02%0.06%0.13%Q1 2020Q3 20217
Regal Wealth Group, Inc. 770.04%0.04%0.04%Q3 2019Q1 20217
FIRETHORN WEALTH PARTNERS, LLC 770.16%0.21%0.24%Q1 2022Q3 20237
ASPIRIANT, LLC 770.02%0.05%0.07%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.02%0.07%0.10%Q1 2022Q3 20237
Jackson Wealth Management, LLC 320.12%1.13%2.29%Q3 2019Q3 20237
B. Riley Wealth Management, Inc. 770.00%0.07%0.11%Q4 2020Q2 20227
Connectus Wealth, LLC 770.01%0.04%0.20%Q1 2022Q3 20237
SALEM INVESTMENT COUNSELORS INC 770.00%0.00%0.00%Q3 2019Q1 20217
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Stewardship Advisors, LLC 770.15%1.53%3.16%Q1 2020Q3 20217
FIDUCIARY TRUST CO 610.01%0.01%0.01%Q2 2017Q1 20197
AXXCESS WEALTH MANAGEMENT, LLC 770.03%0.08%0.17%Q4 2021Q2 20237
Arkos Global Advisors 770.63%1.39%2.69%Q1 2022Q3 20237
MIRSKY FINANCIAL MANAGEMENT CORP. 770.12%1.27%2.17%Q2 2020Q4 20217
Advisor Resource Council 610.03%0.09%0.16%Q2 2021Q1 20237
LMCG INVESTMENTS, LLC 770.04%0.07%0.08%Q1 2022Q3 20237
All Season Financial Advisors, Inc. 521.74%2.90%4.22%Q3 2021Q3 20237
Costello Asset Management, INC 770.02%0.02%0.03%Q1 2022Q3 20237
Sound Income Strategies, LLC 610.00%0.00%0.00%Q2 2021Q1 20237
Aprio Wealth Management, LLC 770.11%0.40%1.10%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 770.82%1.28%1.86%Q4 2021Q2 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Buffington Mohr McNeal 770.04%0.06%0.07%Q1 2022Q3 20237
THEORY FINANCIAL LLC 432.04%2.23%2.47%Q4 2021Q3 20237
Redwood Financial Network Corp 771.21%1.30%1.52%Q1 2022Q3 20237
Scott Capital Advisors, LLC 770.72%2.75%3.76%Q1 2022Q3 20237
Bay Harbor Wealth Management, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.05%0.15%Q1 2021Q4 20227
ZACKS INVESTMENT MANAGEMENT 410.00%0.00%0.00%Q2 2021Q3 20237
DELTEC ASSET MANAGEMENT LLC 520.06%0.08%0.10%Q3 2019Q3 20217
Strategies Wealth Advisors, LLC 436.55%8.26%9.39%Q4 2021Q3 20237
Truadvice, LLC 770.18%0.39%0.68%Q1 2022Q3 20237
Independence Bank of Kentucky 770.01%0.02%0.08%Q1 2022Q3 20237
City State Bank 770.22%0.29%0.36%Q1 2022Q3 20237
SII INVESTMENTS INC/WI 770.02%0.06%0.12%Q2 2016Q4 20177
Independence Wealth Advisors, Inc. 610.47%6.43%8.81%Q1 2019Q4 20207
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Modera Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
MEEDER ASSET MANAGEMENT INC 430.00%0.00%0.00%Q4 2019Q4 20217
McAdam, LLC 330.02%0.03%0.04%Q1 2022Q3 20236
Pflug Koory, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
PACIFIC FINANCIAL GROUP INC 663.42%4.08%4.59%Q2 2022Q3 20236
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Shepherd Financial Partners LLC 660.26%1.30%1.89%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.07%0.08%0.08%Q4 2020Q1 20226
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 420.00%0.00%0.00%Q1 2021Q3 20236
Lloyd Advisory Services, LLC. 510.00%0.67%1.90%Q4 2019Q1 20226
AlphaCore Capital LLC 310.00%0.21%0.62%Q4 2019Q3 20236
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.04%0.08%Q2 2022Q3 20236
MACROVIEW INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Aries Wealth Management 660.16%0.23%0.40%Q1 2019Q2 20206
Atlas Private Wealth Advisors 660.09%0.15%0.18%Q2 2020Q3 20216
CYPRESS FINANCIAL PLANNING LLC 661.96%2.16%2.29%Q2 2022Q3 20236
AlphaStar Capital Management, LLC 510.02%0.26%0.44%Q2 2018Q3 20216
FORTE ASSET MANAGEMENT LLC 665.18%6.36%7.14%Q2 2022Q3 20236
TELEMUS CAPITAL, LLC 660.02%0.02%0.02%Q1 2020Q2 20216
CASTLE WEALTH MANAGEMENT LLC 661.44%2.58%3.76%Q2 2022Q3 20236
HRT FINANCIAL LP 410.01%0.01%0.02%Q4 2020Q3 20226
Edge Capital Group, LLC 330.02%0.02%0.02%Q2 2019Q4 20206
TUCKER ASSET MANAGEMENT LLC 660.01%0.01%0.02%Q2 2022Q3 20236
First Capital Advisors Group, LLC. 410.05%0.08%0.14%Q2 2017Q2 20236
Fingerlakes Wealth Management, Inc. 660.37%0.66%0.91%Q2 2022Q3 20236
SPC Financial, Inc. 660.04%0.04%0.04%Q2 2022Q3 20236
Regent Investment Management LLC 510.05%0.13%0.28%Q2 2021Q4 20226
HOWARD FINANCIAL SERVICES, LTD. 660.35%0.40%0.42%Q4 2018Q1 20206
Atlas Financial Advisors, Inc. 510.21%0.35%0.39%Q4 2021Q3 20236
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q1 2021Q3 20236
ADELL HARRIMAN & CARPENTER INC 660.03%0.04%0.04%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.13%0.23%0.66%Q4 2019Q3 20216
Truvestments Capital LLC 660.00%0.00%0.00%Q2 2022Q3 20236
AAFMAA Wealth Management & Trust LLC 660.11%0.12%0.13%Q4 2020Q1 20226
Householder Group Estate & Retirement Specialist, LLC 410.16%0.26%0.29%Q4 2021Q3 20236
SECURITY NATIONAL TRUST CO 660.06%0.06%0.06%Q2 2020Q3 20216
SIGNET FINANCIAL MANAGEMENT, LLC 510.02%0.06%0.09%Q1 2020Q4 20216
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q4 2014Q1 20166
RITTER DANIHER FINANCIAL ADVISORY LLC 6611.13%12.21%12.56%Q4 2020Q1 20226
GoalVest Advisory LLC 310.00%2.53%3.91%Q4 2020Q3 20236
Rise Advisors, LLC 660.02%0.03%0.04%Q4 2021Q1 20236
Ritter Daniher Financial Advisory LLC / DE 6610.48%10.86%11.65%Q2 2022Q3 20236
Diversified Trust Co 660.01%0.01%0.01%Q3 2022Q4 20236
TWIN FOCUS CAPITAL PARTNERS, LLC 660.05%0.06%0.06%Q1 2022Q2 20236
FRANKLIN RESOURCES INC 510.00%0.00%0.00%Q2 2021Q3 20236
Pinnacle Wealth Management Advisory Group, LLC 660.04%0.08%0.12%Q2 2022Q3 20236
FIRST BUSINESS FINANCIAL SERVICES, INC. 665.68%5.78%5.84%Q2 2022Q3 20236
Meristem Family Wealth, LLC 660.04%0.09%0.14%Q4 2020Q1 20226
Epstein & White Financial LLC 660.12%0.65%2.83%Q4 2017Q1 20196
Lionsbridge Wealth Management LLC 422.16%3.42%4.28%Q2 2020Q1 20236
Partnervest Advisory Services LLC 510.10%0.12%0.17%Q1 2019Q3 20206
MGO ONE SEVEN LLC 660.04%1.16%1.69%Q2 2022Q3 20236
Rock Creek Group, LP 552.59%3.31%4.53%Q1 2022Q1 20235
Fragasso Group Inc. 210.02%0.05%0.11%Q1 2020Q1 20225
360 Financial, Inc. 550.45%0.86%1.23%Q3 2022Q3 20235
NorthCoast Asset Management LLC 550.01%0.01%0.02%Q3 2020Q3 20215
Golden State Wealth Management, LLC 320.01%0.17%0.39%Q1 2020Q1 20225
Financial Gravity Asset Management, Inc. 310.00%0.02%0.03%Q3 2019Q2 20235
Marietta Wealth Management, LLC 550.08%0.10%0.10%Q2 2019Q2 20205
SILVERLAKE WEALTH MANAGEMENT LLC 550.14%0.18%0.23%Q2 2022Q2 20235
Tradewinds Capital Management, LLC 410.00%0.01%0.01%Q2 2021Q4 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
CoreCap Advisors, LLC 550.56%0.58%0.60%Q4 2021Q4 20225
EVERGREEN CAPITAL MANAGEMENT LLC 320.01%0.02%0.02%Q3 2021Q3 20235
ROMANO BROTHERS AND COMPANY 550.03%0.04%0.04%Q3 2022Q3 20235
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q3 20235
Strategic Asset Management, LLC 550.05%0.07%0.13%Q3 2021Q3 20225
Relative Value Partners Group, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Wealth & Pension Services Group, Inc. 411.26%1.85%4.05%Q2 2018Q3 20195
Resource Planning Group 550.43%0.45%0.47%Q3 2020Q3 20215
Curtis Advisory Group, LLC 550.07%0.08%0.09%Q3 2022Q3 20235
First Bancorp, Inc /ME/ 550.87%1.03%1.30%Q3 2022Q3 20235
Annex Advisory Services, LLC 410.02%0.04%0.05%Q1 2022Q3 20235
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q1 2022Q3 20235
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 410.13%0.25%0.37%Q4 2021Q2 20235
Diametric Capital, LP 410.64%1.07%1.71%Q1 2020Q3 20235
Human Investing LLC 410.12%0.16%0.25%Q2 2022Q3 20235
Winslow, Evans & Crocker, Inc. 550.02%0.03%0.03%Q4 2019Q4 20205
LGL PARTNERS, LLC 550.95%1.70%2.10%Q3 2022Q3 20235
Y-Intercept (Hong Kong) Ltd 210.02%0.07%0.14%Q1 2021Q2 20235
Zions Bancorporation, N.A. 550.01%0.01%0.04%Q3 2021Q3 20225
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
Balboa Wealth Partners 550.13%0.14%0.17%Q3 2022Q3 20235
Lido Advisors, LLC 320.01%0.01%0.01%Q2 2019Q3 20235
Belvedere Trading LLC 440.00%0.04%0.08%Q3 2021Q2 20225
RESOLUTE FINANCIAL, LLC 551.40%1.50%1.59%Q4 2021Q4 20225
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2017Q3 20235
TITLEIST CAPITAL, LLC 550.27%0.33%0.39%Q4 2021Q4 20225
ARTHUR M. COHEN & ASSOCIATES, LLC 550.06%0.06%0.06%Q3 2022Q3 20235
PINNACLE FINANCIAL PARTNERS INC 320.01%0.02%0.02%Q2 2021Q3 20235
Alliance Wealth Management Group 550.10%0.12%0.16%Q2 2022Q2 20235
Johnson Financial Group, Inc. 410.00%0.00%0.01%Q3 2021Q3 20235
Pegasus Partners Ltd. 550.04%0.05%0.06%Q3 2022Q3 20235
KINGS POINT CAPITAL MANAGEMENT 550.00%0.00%0.01%Q1 2021Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.01%Q3 2020Q3 20235
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
NATIXIS ADVISORS, L.P. 550.00%0.01%0.01%Q3 2022Q3 20235
PRELUDE CAPITAL MANAGEMENT, LLC 410.02%0.04%0.08%Q1 2020Q3 20235
Karpus Management, Inc. 550.04%0.77%1.13%Q1 2019Q1 20205
Heritage Wealth Advisors 550.00%0.00%0.00%Q2 2022Q2 20235
Advance Capital Management, Inc. 550.04%0.05%0.07%Q3 2022Q3 20235
Waterfront Wealth Inc. 550.07%0.08%0.09%Q3 2022Q3 20235
Wayfinding Financial, LLC 558.13%8.45%8.62%Q4 2021Q4 20225
QCM Cayman, Ltd. 320.54%0.91%1.27%Q2 2020Q3 20215
BMS Financial Advisors, LLC 320.16%0.18%0.19%Q4 2021Q2 20235
FFT WEALTH MANAGEMENT LLC 550.37%0.91%1.26%Q3 2022Q3 20235
ACCURATE INVESTMENT SOLUTIONS, INC. 550.00%0.01%0.01%Q1 2019Q1 20205
First City Capital Management, Inc. 550.20%0.21%0.22%Q3 2022Q3 20235
Willingdon Wealth Management 550.60%0.62%0.64%Q1 2019Q1 20205
FINANCIAL LIFE ADVISORS 550.34%0.56%0.69%Q3 2022Q3 20235
FINANCIAL COUNSELORS INC 550.01%0.01%0.01%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.08%0.08%0.09%Q3 2022Q3 20235
WJ Wealth Management, LLC 322.65%4.14%5.92%Q4 2019Q1 20225
Colonial Trust Co / SC 551.34%1.61%1.79%Q3 2022Q3 20235
ARCH CAPITAL GROUP LTD. 554.05%6.25%8.20%Q4 2020Q4 20215
John W. Brooker & Co., CPAs 550.21%0.26%0.28%Q3 2022Q3 20235
Mount Yale Investment Advisors, LLC 210.04%0.26%0.44%Q4 2020Q3 20235
Systelligence, LLC 551.91%3.65%5.44%Q4 2019Q4 20205
Patten Group, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
Brio Consultants, LLC 550.44%0.48%0.50%Q3 2022Q3 20235
SigFig Wealth Management, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Community Financial Services Group, LLC 410.70%0.79%0.89%Q1 2021Q3 20235
SHINE INVESTMENT ADVISORY SERVICES INC 550.06%7.84%12.61%Q3 2019Q3 20205
Castleview Partners, LLC 410.05%0.08%0.11%Q4 2021Q3 20235
Helen Stephens Group, LLC 550.37%0.45%0.71%Q3 2022Q3 20235
Ascent Group, LLC 320.02%0.03%0.04%Q4 2021Q3 20235
Full Sail Capital, LLC 550.05%0.08%0.09%Q1 2019Q1 20205
NATIONAL PLANNING CORP 410.00%0.10%0.20%Q4 2014Q3 20175
Global Financial Private Capital, Inc 410.01%0.03%0.08%Q4 2017Q1 20195
WEALTH EFFECTS LLC 440.15%0.17%0.18%Q4 2022Q3 20234
Ratio Wealth Group 223.32%3.82%4.16%Q3 2022Q3 20234
Savant Capital, LLC 440.01%0.24%0.37%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
FSC Wealth Advisors, LLC 440.04%0.19%0.35%Q4 2021Q3 20224
Centurion Wealth Management LLC 440.82%0.84%0.86%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 310.10%0.14%0.20%Q1 2022Q2 20234
Mendel Capital Management LLC 440.25%0.27%0.32%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.10%0.16%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Millington Financial Advisors, LLC 441.76%1.89%2.09%Q4 2022Q3 20234
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q3 2014Q2 20214
Family Asset Management, LLC 442.87%3.31%3.81%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.85%0.88%0.94%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.15%0.16%0.16%Q1 2010Q3 20234
Beaumont Financial Advisors, LLC 441.16%1.19%1.24%Q4 2022Q3 20234
GDS Wealth Management 310.04%0.04%0.05%Q1 2022Q2 20234
VitalStone Financial, LLC 440.01%0.13%0.44%Q4 2022Q3 20234
Trust Co 440.00%0.00%0.00%Q2 2021Q1 20224
FourThought Financial Partners, LLC 440.48%0.84%1.61%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 447.40%8.02%9.12%Q4 2022Q3 20234
HL FINANCIAL SERVICES LLC 440.01%0.06%0.09%Q2 2018Q1 20194
GUARDIAN WEALTH ADVISORS, LLC / NC 440.00%0.00%0.01%Q4 2022Q3 20234
Carr Financial Group Corp 440.31%0.50%0.59%Q4 2022Q3 20234
Personal Wealth Partners 310.03%0.08%0.09%Q2 2019Q2 20214
CONTINUUM WEALTH ADVISORS, LLC 440.23%0.30%0.42%Q4 2022Q3 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.00%0.00%0.00%Q1 2020Q4 20204
Ignite Planners, LLC 440.14%0.19%0.21%Q4 2022Q3 20234
JOURNEY STRATEGIC WEALTH LLC 440.01%0.02%0.03%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.03%0.04%0.04%Q4 2022Q3 20234
Dakota Wealth Management 440.06%0.07%0.08%Q1 2019Q4 20194
TWO SIGMA SECURITIES, LLC 110.01%0.04%0.14%Q3 2017Q2 20224
Willis Johnson & Associates, Inc. 440.02%0.04%0.06%Q4 2022Q3 20234
Atwater Malick LLC 440.13%0.15%0.16%Q4 2022Q3 20234
MITCHELL MCLEOD PUGH & WILLIAMS INC 440.55%0.57%0.62%Q4 2022Q3 20234
Nan Shan Life Insurance Co., Ltd. 440.24%0.67%0.97%Q1 2022Q4 20224
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.00%0.01%0.02%Q2 2022Q3 20234
FIRST NATIONAL BANK OF OMAHA 440.01%0.01%0.02%Q4 2022Q3 20234
Northside Capital Management, LLC 440.22%0.25%0.30%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.03%0.06%0.12%Q4 2022Q3 20234
NWAM LLC 220.02%0.06%0.11%Q2 2022Q3 20234
National Wealth Management Group, LLC 440.22%0.39%0.54%Q3 2022Q2 20234
PALO ALTO WEALTH ADVISORS, LLC 440.17%0.17%0.18%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.01%0.02%Q4 2021Q1 20234
Iron Horse Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.01%0.02%0.02%Q4 2018Q4 20194
Single Point Partners, LLC 220.04%0.06%0.08%Q2 2020Q1 20224
AFS Financial Group, LLC 440.18%0.51%0.66%Q4 2022Q3 20234
4J Wealth Management LLC 440.30%6.93%9.94%Q4 2022Q3 20234
Carnegie Capital Asset Management, LLC 440.02%0.08%0.23%Q4 2022Q3 20234
Waverly Advisors, LLC 440.32%0.35%0.38%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 441.19%1.23%1.28%Q4 2022Q3 20234
Sageworth Trust Co 440.00%0.00%0.01%Q1 2019Q4 20194
Carl P. Sherr & Co., LLC 440.22%0.26%0.30%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.03%0.10%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 4415.91%22.71%35.24%Q4 2022Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
Zullo Investment Group, Inc. 440.01%0.01%0.02%Q1 2022Q4 20224
Cox Capital Mgt LLC 440.24%0.27%0.28%Q4 2022Q3 20234
VIRIDIAN RIA, LLC 220.18%0.19%0.21%Q1 2021Q1 20224
WARNER FINANCIAL, INC 440.37%0.42%0.44%Q4 2022Q3 20234
Journey Advisory Group, LLC 440.06%1.33%1.80%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.28%0.34%0.39%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.46%0.61%0.69%Q4 2020Q3 20214
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 443.48%3.99%4.86%Q4 2022Q3 20234
Gouws Capital LLC 440.35%0.93%1.16%Q4 2022Q3 20234
Key FInancial Inc 310.03%0.07%0.10%Q2 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 220.01%0.02%0.04%Q2 2022Q3 20234
DDFG, Inc 443.01%3.13%3.22%Q4 2022Q3 20234
TCG Advisors, LP 440.07%0.20%0.30%Q1 2019Q4 20194
Johnson & White Wealth Management, LLC 312.83%3.78%5.50%Q3 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.13%0.13%0.14%Q4 2022Q3 20234
Winthrop Advisory Group LLC 440.06%0.08%0.09%Q3 2021Q2 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Watson Rebecca 440.29%1.06%3.24%Q4 2019Q3 20204
Strategic Wealth Management Group, LLC 440.32%0.39%0.50%Q3 2020Q2 20214
L.M. KOHN & COMPANY 440.30%0.32%0.35%Q1 2022Q4 20224
Bond & Devick Financial Network, Inc. 440.14%0.15%0.16%Q4 2022Q3 20234
NovaPoint Capital, LLC 440.10%0.12%0.14%Q3 2021Q2 20224
Gallacher Capital Management LLC 441.05%1.10%1.18%Q4 2022Q3 20234
Apollon Wealth Management, LLC 210.02%0.06%0.18%Q4 2020Q3 20234
Mach-1 Financial Group, LLC 440.01%0.06%0.08%Q4 2021Q3 20224
HF Advisory Group, LLC 443.29%3.53%3.71%Q4 2022Q3 20234
20/20 Capital Management, Inc. 440.09%0.82%1.21%Q3 2020Q2 20214
CAROLINAS WEALTH CONSULTING LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.23%0.66%1.87%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.08%0.11%0.13%Q4 2021Q3 20224
EverSource Wealth Advisors, LLC 440.24%0.36%0.52%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.15%0.19%0.22%Q4 2022Q3 20234
Continuum Advisory, LLC 440.06%0.18%0.53%Q4 2022Q3 20234
CFO4Life, L.P. 444.22%4.79%5.56%Q1 2016Q4 20164
Sound Stewardship, LLC 441.18%1.29%1.47%Q4 2022Q3 20234
STOCK YARDS BANK & TRUST CO 440.01%0.01%0.01%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.21%0.26%0.29%Q4 2022Q3 20234
Comprehensive Financial Consultants Institutional, Inc. 440.51%0.60%0.65%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
PRIO WEALTH LIMITED PARTNERSHIP 440.01%0.01%0.01%Q4 2022Q3 20234
Wealthfront Advisers LLC 440.08%0.60%0.89%Q4 2022Q3 20234
JGP Wealth Management, LLC 310.07%0.48%1.67%Q4 2018Q4 20194
Northeast Financial Group, Inc. 440.76%0.97%1.19%Q4 2022Q3 20234
Rezny Wealth Management, Inc. 444.34%6.79%7.89%Q1 2022Q4 20224
Laurel Wealth Planning LLC 440.01%0.02%0.04%Q1 2022Q4 20224
WCG Wealth Advisors LLC 210.02%0.04%0.06%Q2 2022Q3 20234
SageView Advisory Group, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.73%0.91%1.11%Q4 2021Q3 20224
CIC Wealth, LLC 440.08%0.11%0.18%Q4 2022Q3 20234
LWMG, LLC 4413.35%15.12%16.33%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 330.22%0.23%0.23%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 331.54%1.62%1.72%Q1 2023Q3 20233
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
MERIDIAN MANAGEMENT CO 330.09%0.10%0.11%Q1 2023Q3 20233
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q2 2021Q4 20213
CHOREO, LLC 330.42%0.42%0.43%Q1 2023Q3 20233
tru Independence LLC 110.01%0.02%0.03%Q4 2019Q2 20213
ORG Partners LLC 330.06%0.76%1.33%Q1 2023Q3 20233
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Navis Wealth Advisors, LLC 330.21%0.26%0.32%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.99%1.01%1.02%Q1 2023Q3 20233
Founders Capital Management 330.01%0.01%0.01%Q3 2021Q1 20223
Consolidated Portfolio Review Corp 330.06%0.06%0.06%Q1 2023Q3 20233
Miracle Mile Advisors, LLC 330.02%0.02%0.03%Q3 2019Q1 20203
Bouchey Financial Group Ltd 330.05%0.06%0.06%Q1 2018Q3 20183
Unified Trust Company, N.A. 3321.59%22.11%22.90%Q1 2021Q3 20213
NorthRock Partners, LLC 330.03%0.03%0.04%Q4 2021Q2 20223
Vericrest Private Wealth 330.76%0.98%1.17%Q4 2021Q2 20223
Fiduciary Planning LLC 210.00%0.25%0.74%Q1 2020Q4 20203
Betterment LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Summit Wealth Group, LLC 210.07%0.08%0.08%Q1 2021Q1 20233
CIBC WORLD MARKET INC. 210.00%0.00%0.01%Q2 2022Q3 20233
Stevard, LLC 330.15%7.58%12.58%Q4 2019Q2 20203
Pinnacle Private Wealth, LLC 331.11%1.24%1.45%Q4 2021Q2 20223
Atomi Financial Group, Inc. 330.33%0.37%0.40%Q1 2023Q3 20233
MAS Advisors LLC 210.16%0.60%0.82%Q4 2021Q3 20223
Prestige Wealth Management Group LLC 330.00%0.00%0.01%Q4 2018Q2 20193
SWEENEY & MICHEL, LLC 338.91%9.14%9.37%Q1 2023Q3 20233
American Money Management, LLC 330.05%0.06%0.06%Q3 2021Q1 20223
Hoover Financial Advisors, Inc. 330.01%0.01%0.02%Q4 2020Q2 20213
Argent Wealth Management LLC 337.04%8.30%9.21%Q4 2019Q2 20203
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Hotaling Investment Management, LLC 330.10%0.13%0.15%Q2 2022Q4 20223
Tyler-Stone Wealth Management 210.03%0.08%0.18%Q4 2021Q3 20233
Breakwater Capital Group 330.08%0.09%0.10%Q1 2023Q3 20233
Trexquant Investment LP 210.01%0.04%0.06%Q4 2019Q2 20233
Benchmark Financial Wealth Advisors, LLC 330.18%0.20%0.22%Q2 2022Q4 20223
W ADVISORS, LLC 330.39%0.40%0.40%Q1 2023Q3 20233
Live Oak Investment Partners 330.00%0.00%0.01%Q4 2022Q2 20233
Coppell Advisory Solutions LLC 210.02%0.02%0.03%Q4 2022Q3 20233
LBMC INVESTMENT ADVISORS, LLC 330.07%0.08%0.08%Q3 2021Q1 20223
Quadrant Private Wealth Management, LLC 330.16%0.20%0.23%Q1 2023Q3 20233
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
LGT Financial Advisors LLC 210.05%0.30%0.44%Q4 2022Q3 20233
Institute for Wealth Management, LLC. 110.02%0.04%0.08%Q4 2019Q4 20213
Prime Capital Investment Advisors, LLC 210.11%0.14%0.20%Q4 2022Q3 20233
CX Institutional 110.02%0.09%0.15%Q4 2018Q2 20223
Ballew Advisors, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.46%0.53%0.61%Q1 2023Q3 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
PIN OAK INVESTMENT ADVISORS INC 330.01%0.01%0.01%Q1 2023Q3 20233
Lebenthal Asset Management, LLC 330.01%0.03%0.05%Q3 2016Q1 20173
Cardinal Strategic Wealth Guidance 210.01%0.19%0.56%Q4 2019Q2 20223
Geier Asset Management, Inc. 330.20%0.22%0.22%Q4 2020Q2 20213
INVESTMENT CENTERS OF AMERICA INC 330.12%0.19%0.23%Q1 2017Q3 20173
Solidarity Wealth, LLC 330.14%0.16%0.18%Q1 2022Q3 20223
Kraft, Davis & Associates, LLC 210.30%0.65%1.36%Q4 2022Q3 20233
Soltis Investment Advisors LLC 210.03%0.03%0.04%Q2 2022Q3 20233
Accurate Wealth Management, LLC 330.01%0.12%0.18%Q4 2022Q2 20233
Silicon Valley Capital Partners 332.63%2.76%2.93%Q4 2016Q2 20173
Aspire Private Capital, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Empire Financial Management Company, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Empire Life Investments Inc. 330.07%0.12%0.16%Q4 2019Q2 20203
Glass Jacobson Investment Advisors llc 210.01%0.01%0.02%Q4 2022Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.24%0.25%0.25%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.64%0.67%0.71%Q4 2020Q2 20213
Fortis Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Baltimore-Washington Financial Advisors, Inc. 330.00%0.00%0.00%Q1 2015Q3 20153
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q1 2023Q3 20233
Stordahl Capital Management, Inc. 110.06%0.07%0.08%Q1 2022Q2 20233
Paragon Wealth Strategies, LLC 210.00%0.01%0.02%Q2 2021Q4 20223
Cornerstone Planning Group LLC 210.00%0.02%0.05%Q4 2022Q3 20233
Retirement Planning Group, LLC 330.17%0.23%0.26%Q2 2022Q4 20223
Essex LLC 210.06%0.06%0.06%Q4 2021Q3 20233
Arlington Partners LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LEAVELL INVESTMENT MANAGEMENT, INC. 330.08%0.08%0.09%Q1 2023Q3 20233
Private Ocean, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
ATTICUS WEALTH MANAGEMENT, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
ROCKLAND TRUST CO 330.02%0.02%0.02%Q1 2022Q3 20223
PCA Investment Advisory Services Inc. 330.34%0.36%0.41%Q1 2023Q3 20233
TRH Financial, LLC 330.08%0.18%0.22%Q4 2021Q2 20223
FARMERS & MERCHANTS INVESTMENTS INC 330.00%0.00%0.00%Q2 2022Q4 20223
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2019Q3 20233
FMA ADVISORY INC 330.07%0.08%0.10%Q1 2021Q3 20213
S. R. Schill & Associates 220.43%0.60%0.78%Q3 2019Q4 20192
Bradley & Co. Private Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MANNING & NAPIER ADVISORS LLC 220.01%0.02%0.02%Q2 2017Q3 20172
U.S. Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WASHINGTON TRUST BANK 110.00%0.00%0.01%Q4 2014Q3 20172
Providence Capital Advisors, LLC 110.00%0.01%0.02%Q1 2019Q4 20212
Wealthgate Family Office, LLC 220.41%0.43%0.46%Q3 2021Q4 20212
TRUEWEALTH LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Doyle Wealth Management 220.02%0.02%0.03%Q2 2022Q3 20222
Pinnacle Bancorp, Inc. 220.24%0.25%0.25%Q2 2023Q3 20232
STRINGER ASSET MANAGEMENT, LLC 224.43%4.48%4.52%Q3 2019Q4 20192
Grey Fox Wealth Advisors, LLC 220.12%0.12%0.13%Q4 2022Q1 20232
Maryland Capital Management 220.11%0.11%0.12%Q2 2022Q3 20222
Transform Wealth, LLC 110.03%0.03%0.04%Q1 2022Q4 20222
MBA Advisors LLC 220.13%0.13%0.14%Q4 2021Q1 20222
Financial Management Professionals, Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q3 2022Q3 20232
Marshall Financial Group LLC 221.02%1.03%1.03%Q2 2023Q3 20232
Golden State Equity Partners 220.11%0.12%0.12%Q2 2021Q3 20212
TCG Advisory Services, LLC 220.07%0.08%0.09%Q4 2020Q1 20212
NOESIS CAPITAL MANGEMENT CORP 220.05%0.05%0.05%Q3 2021Q4 20212
Edge Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q4 20222
EisnerAmper Wealth Management Corporate Benefits, LLC 110.44%1.89%3.35%Q4 2017Q2 20182
Koesten, Hirschmann & Crabtree, INC. 220.03%0.03%0.03%Q4 2022Q1 20232
Verity Asset Management, Inc. 220.16%0.16%0.16%Q1 2021Q2 20212
MBM Wealth Consultants, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Ridgewood Investments LLC 220.05%0.05%0.06%Q1 2023Q2 20232
Lifestyle Asset Management, Inc. 222.14%2.28%2.43%Q4 2022Q1 20232
DUNCKER STREETT & CO INC 220.03%0.03%0.03%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
New Republic Capital, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Rooted Wealth Advisors, Inc. 220.57%2.00%3.42%Q2 2023Q3 20232
COLTON GROOME FINANCIAL ADVISORS, LLC 221.28%1.44%1.60%Q3 2022Q4 20222
CENTRAL BANK & TRUST CO 220.00%0.00%0.01%Q2 2023Q3 20232
WEST PACES ADVISORS INC. 220.00%0.00%0.00%Q4 2019Q1 20202
SUNTRUST BANKS INC 220.33%0.38%0.44%Q2 2019Q3 20192
Safeguard Financial, LLC 110.03%0.19%0.36%Q1 2022Q2 20232
PLANNING DIRECTIONS INC 220.18%0.19%0.21%Q3 2021Q4 20212
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q3 20202
SG Americas Securities, LLC 110.00%0.00%0.01%Q1 2017Q1 20202
GUIDANCE CAPITAL, INC 221.33%1.35%1.38%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
GIRARD SECURITIES, INC. 220.68%0.72%0.76%Q2 2017Q3 20172
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Executive Wealth Management, LLC 220.00%0.01%0.01%Q1 2019Q2 20192
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 220.10%0.10%0.11%Q2 2023Q3 20232
McIlrath & Eck, LLC 220.00%0.01%0.01%Q2 2022Q3 20222
Alpha Cubed Investments, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q4 2019Q1 20202
Investors Capital Advisory Services 220.04%0.04%0.05%Q2 2015Q3 20152
OKABENA INVESTMENT SERVICES INC 220.48%0.49%0.50%Q4 2019Q1 20202
Hilltop Holdings Inc. 110.02%0.13%0.24%Q1 2022Q3 20232
Gleason Group, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q1 2021Q2 20232
Personal Capital Advisors Corp 110.00%0.00%0.01%Q4 2017Q4 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2021Q2 20222
Prosperity Wealth Management, Inc. 220.19%0.22%0.24%Q4 2022Q1 20232
Gerber Kawasaki Wealth & Investment Management 110.00%0.01%0.02%Q3 2021Q2 20232
Keel Point, LLC 220.05%0.06%0.07%Q1 2020Q2 20202
Smart Money Group LLC 220.16%0.19%0.22%Q3 2021Q4 20212
Onyx Bridge Wealth Group LLC 220.11%0.14%0.17%Q2 2022Q3 20222
MEANS INVESTMENT CO., INC. 220.04%0.04%0.04%Q2 2021Q3 20212
NICOLET ADVISORY SERVICES, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
LifePlan Financial Group, Inc 220.03%0.06%0.10%Q2 2020Q3 20202
Zhang Financial LLC 110.03%0.03%0.04%Q1 2022Q2 20232
ALLSTATE CORP 220.87%1.24%1.60%Q4 2020Q1 20212
HM PAYSON & CO 220.01%0.01%0.01%Q2 2023Q3 20232
FSB PREMIER WEALTH MANAGEMENT, INC. 220.08%0.09%0.10%Q4 2021Q1 20222
FineMark National Bank & Trust 220.01%0.01%0.02%Q2 2023Q3 20232
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Virtu KCG Holdings LLC 220.01%0.01%0.01%Q2 2016Q3 20162
DRIVE WEALTH MANAGEMENT, LLC 220.10%0.12%0.13%Q2 2023Q3 20232
Y.D. More Investments Ltd 220.00%0.00%0.00%Q4 2022Q1 20232
Smith Anglin Financial, LLC 223.42%3.43%3.45%Q2 2023Q3 20232
Buck Wealth Strategies, LLC 111.89%1.90%1.91%Q3 2022Q3 20232
ST GERMAIN D J CO INC 220.01%0.06%0.11%Q3 2023Q4 20232
Shorepoint Capital Partners LLC 221.39%1.45%1.50%Q3 2019Q4 20192
Curi Wealth Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
SADOFF INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q1 2022Q2 20222
CGC Financial Services, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Financial Sense Advisors, Inc. 220.30%0.35%0.40%Q3 2015Q4 20152
Evolution Wealth Advisors, LLC 220.15%0.15%0.16%Q4 2019Q1 20202
Summit Global Investments 110.01%0.08%0.14%Q3 2021Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
CALIBER WEALTH MANAGEMENT, LLC 220.27%0.30%0.34%Q4 2020Q1 20212
Centerpoint Advisors, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Sovereign Financial Group, Inc. 220.30%0.30%0.31%Q2 2023Q3 20232
Kozak & Associates, Inc. 220.03%0.03%0.03%Q4 2021Q1 20222
San Luis Wealth Advisors LLC 220.23%0.33%0.44%Q3 2022Q4 20222
AJ WEALTH STRATEGIES, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Cardinal Point Wealth Management Partners, LLC 220.25%0.25%0.26%Q2 2022Q3 20222
Procyon Advisors, LLC 220.10%0.12%0.14%Q4 2021Q1 20222
Integrated Wealth Management 220.00%0.00%0.00%Q2 2016Q3 20162
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Tranquilli Financial Advisor LLC 220.48%0.48%0.49%Q3 2022Q4 20222
Osborn Williams & Donohoe LLC 110.01%0.01%0.02%Q1 2019Q4 20192
STALEY CAPITAL ADVISERS INC 220.02%0.02%0.02%Q1 2023Q2 20232
Spotlight Asset Group, Inc. 220.15%0.16%0.16%Q2 2023Q3 20232
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
IFG Advisors, LLC 110.10%0.10%0.10%Q3 2021Q4 20222
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Sterling Manor Financial, LLC 228.39%8.98%9.57%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.17%0.18%0.19%Q3 2022Q4 20222
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
BEDEL FINANCIAL CONSULTING INC 110.05%0.05%0.05%Q3 2023Q3 20231
Carlson Capital Management 110.06%0.06%0.06%Q4 2019Q4 20191
PERSONAL CFO SOLUTIONS, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
XR Securities LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GRIES FINANCIAL LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ACUTE INVESTMENT ADVISORY, LLC 112.73%2.73%2.73%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.39%0.39%0.39%Q2 2023Q2 20231
Vontobel Holding Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Asio Capital, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fortis Group Advisors, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Stephens Consulting, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
GREENLEAF TRUST 110.00%0.00%0.00%Q2 2020Q2 20201
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Palo Capital, Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
Busey Bank 110.02%0.02%0.02%Q3 2020Q3 20201
Sciencast Management LP 110.11%0.11%0.11%Q3 2017Q3 20171
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Eaton Financial Holdings Company, LLC 110.52%0.52%0.52%Q4 2022Q4 20221
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Lehman & Derafelo Financial Resources LLC 110.65%0.65%0.65%Q4 2022Q4 20221
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.03%0.03%0.03%Q4 2018Q4 20181
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
HARTLINE INVESTMENT CORP/ 110.43%0.43%0.43%Q3 2022Q3 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Cyndeo Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
EQUITABLE TRUST CO 110.05%0.05%0.05%Q3 2023Q3 20231
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
S.E.E.D. Planning Group LLC 110.07%0.07%0.07%Q2 2023Q2 20231
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DAVIS R M INC 110.01%0.01%0.01%Q3 2023Q3 20231
Apriem Advisors 110.01%0.01%0.01%Q4 2016Q4 20161
AXS Investments LLC 110.33%0.33%0.33%Q1 2021Q1 20211
Bridgeworth, LLC 111.10%1.10%1.10%Q3 2017Q3 20171
Ballast, Inc. 110.16%0.16%0.16%Q4 2019Q4 20191
Strong Tower Advisory Services 110.67%0.67%0.67%Q2 2022Q2 20221
Oder Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Versant Capital Management, Inc 110.01%0.01%0.01%Q4 2023Q4 20231
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.81%0.81%0.81%Q4 2021Q4 20211
KerberRose Wealth Management, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q3 2023Q3 20231
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financiere des Professionnels - Fonds d,investissement inc. 110.94%0.94%0.94%Q3 2023Q3 20231
Stratos Investment Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Aevitas Wealth Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
ZWJ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q2 2022Q2 20221
FNY Investment Advisers, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Parcion Private Wealth LLC 111.54%1.54%1.54%Q3 2023Q3 20231
AMG National Trust Bank 110.01%0.01%0.01%Q4 2021Q4 20211
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CFO4Life Group, LLC 110.53%0.53%0.53%Q1 2017Q1 20171
GRAND WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.15%0.15%0.15%Q4 2019Q4 20191
Lebenthal Wealth Advisors, LLC 110.66%0.66%0.66%Q2 2016Q2 20161
Karn, Couzens & Associates, Inc. 110.19%0.19%0.19%Q1 2022Q1 20221
Manning & Napier Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Eagle Ridge Investment Management 110.05%0.05%0.05%Q3 2020Q3 20201
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Eukles Asset Management 110.01%0.01%0.01%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Beacon Bridge Wealth Partners, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
America First Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Canal Capital Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Starfire Investment Advisers, Inc. 110.36%0.36%0.36%Q2 2020Q2 20201
CCG WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Hayden Royal, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Granite Bay Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.19%0.19%0.19%Q3 2023Q3 20231
BigSur Wealth Management LLC 110.20%0.20%0.20%Q1 2021Q1 20211
Nationwide Fund Advisors 110.00%0.00%0.00%Q2 2016Q2 20161
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Harfst & Associates, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
PFG Investments, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
LITTLE HOUSE CAPITAL LLC 110.10%0.10%0.10%Q1 2019Q1 20191
Noble Family Wealth, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Ruedi Wealth Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.01%0.01%0.01%Q2 2023Q2 20231
Park Place Capital Corp 110.00%0.00%0.00%Q3 2023Q3 20231
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SJS Investment Consulting Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BNC WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
MWA Asset Management 110.48%0.48%0.48%Q3 2023Q3 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Trilogy Capital Inc. 111.91%1.91%1.91%Q1 2021Q1 20211
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FOSTER DYKEMA CABOT & CO INC/MA 110.01%0.01%0.01%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 110.49%0.49%0.49%Q3 2023Q3 20231
Meridian Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
MERITAGE PORTFOLIO MANAGEMENT 110.27%0.27%0.27%Q1 2023Q1 20231
Choice Wealth Advisors, LLC 1115.86%15.86%15.86%Q2 2022Q2 20221
Cornerstone Management, Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Global Wealth Strategies & Associates 110.01%0.01%0.01%Q4 2022Q4 20221
Halpern Financial, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Gallagher Benefit Services, Inc. 113.94%3.94%3.94%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
HAP Trading, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Allianz Asset Management GmbH 110.00%0.00%0.00%Q4 2019Q4 20191
Wealth Architects, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
L & S Advisors Inc 110.06%0.06%0.06%Q1 2023Q1 20231
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Soundwatch Capital LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NEW ENGLAND SECURITIES CORP /MA/ 110.02%0.02%0.02%Q4 2014Q4 20141
Commonwealth Financial Services, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 110.32%0.32%0.32%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
B, B, H, & B INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Midwest Financial Group LLC 115.21%5.21%5.21%Q1 2023Q1 20231
PHILADELPHIA TRUST CO 110.02%0.02%0.02%Q3 2023Q3 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ballentine Partners, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ipsen Advisor Group LLC 111.70%1.70%1.70%Q4 2022Q4 20221
Cordant, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
Richard C. Young & CO., LTD. 111.42%1.42%1.42%Q4 2022Q4 20221
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 111.15%1.15%1.15%Q3 2018Q3 20181
Graypoint LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Chicago Wealth Management, Inc. 112.31%2.31%2.31%Q4 2019Q4 20191
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
CATALYST FINANCIAL PARTNERS LLC 110.07%0.07%0.07%Q2 2023Q2 20231
OLD MISSION CAPITAL LLC 110.09%0.09%0.09%Q4 2019Q4 20191
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Castle Financial & Retirement Planning Associates, Inc. 113.08%3.08%3.08%Q4 2021Q4 20211
Ergoteles LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gateway Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Moors & Cabot, Inc. 110.05%0.05%0.05%Q3 2017Q3 20171
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BRADLEY FOSTER & SARGENT INC/CT 110.01%0.01%0.01%Q4 2022Q4 20221
Cyrus J. Lawrence, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Paloma Partners Management Co 110.03%0.03%0.03%Q2 2020Q2 20201
DOLIVER ADVISORS, LP 110.16%0.16%0.16%Q3 2021Q3 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ML & R WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Copeland Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
PGIM Custom Harvest LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CPWM, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Forza Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Rinkey Investments 110.03%0.03%0.03%Q4 2021Q4 20211
Altus Wealth Management, LLC 116.16%6.16%6.16%Q3 2023Q3 20231
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q2 2020Q2 20201
Parisi Gray Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FCG ADVISORS, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Crescent Grove Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
KPP Advisory Services LLC 113.67%3.67%3.67%Q3 2023Q3 20231
Invst, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CERTUITY, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
WFA of San Diego, LLC 110.19%0.19%0.19%Q2 2020Q2 20201
GSG Advisors LLC 110.81%0.81%0.81%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Questar Asset Management, Inc. 111.41%1.41%1.41%Q4 2018Q4 20181
Signature Wealth Management Group 110.03%0.03%0.03%Q3 2018Q3 20181
Leverty Financial Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Kessler Investment Group, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
MCMORGAN & CO LLC 119.44%9.44%9.44%Q2 2021Q2 20211
Urban Wealth Management, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Clean Yield Group 110.03%0.03%0.03%Q3 2023Q3 20231
MONECO Advisors, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Advisor OS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
TAP Consulting, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
PineBridge Investments, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
External links

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