ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BlackRock Inc. 2340.00%0.02%0.05%Q4 2016Q3 202327
Financial Architects, Inc 2140.04%0.07%0.11%Q1 2017Q2 202325
BANK OF AMERICA CORP /DE/ 2410.00%0.08%0.16%Q2 2017Q3 202325
ROYAL BANK OF CANADA 25250.00%0.01%0.02%Q3 2017Q3 202325
Legacy Financial Advisors, Inc. 24240.07%0.25%0.44%Q4 2017Q3 202324
CWM, LLC 1680.00%3.49%6.45%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.21%0.50%Q1 2018Q3 202323
UBS Group AG 2210.00%0.02%0.04%Q2 2017Q3 202323
LPL Financial LLC 22220.00%0.47%1.03%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.03%0.07%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.20%0.44%Q2 2018Q3 202322
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1450.00%0.00%0.00%Q4 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.00%0.99%1.92%Q3 2018Q3 202321
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2010.01%0.07%0.13%Q2 2018Q3 202321
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 21210.00%0.13%0.24%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.52%0.97%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%1.07%2.62%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%1.47%3.09%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 21210.00%0.04%0.08%Q3 2018Q3 202321
RETIREMENT CAPITAL STRATEGIES 21210.36%1.33%5.80%Q3 2018Q3 202321
Tarbox Family Office, Inc. 20200.03%0.18%0.28%Q4 2018Q3 202320
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 20200.05%0.13%0.18%Q4 2018Q3 202320
WHITTIER TRUST CO 20200.00%0.00%0.01%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.17%0.32%Q2 2018Q3 202320
Blue Edge Capital, LLC 20200.11%1.15%1.73%Q4 2018Q3 202320
AMERIPRISE FINANCIAL INC 20200.00%0.03%0.06%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 20200.00%0.05%0.12%Q4 2018Q3 202320
JPMORGAN CHASE & CO 20200.00%0.05%0.12%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 20200.01%1.26%2.49%Q4 2018Q3 202320
MISSION WEALTH MANAGEMENT, LP 20200.02%0.14%0.56%Q4 2018Q3 202320
Private Ocean, LLC 20200.73%0.89%1.02%Q4 2018Q3 202320
IFP Advisors, Inc 1730.00%0.08%0.26%Q2 2018Q3 202320
GOULD ASSET MANAGEMENT LLC /CA/ 20200.13%0.32%0.45%Q4 2018Q3 202320
HALBERT HARGROVE GLOBAL ADVISORS, LLC 19190.12%0.43%2.37%Q1 2019Q3 202319
Stratos Wealth Partners, LTD. 1710.00%0.14%0.59%Q1 2018Q3 202319
Valtinson Bruner Financial Planning LLC 1450.16%0.21%0.30%Q4 2018Q3 202319
Bigelow Investment Advisors, LLC 19190.19%0.38%0.57%Q1 2019Q3 202319
JNBA Financial Advisors 19190.00%0.00%0.01%Q1 2019Q3 202319
NOTTINGHAM ADVISORS, INC. 19190.10%0.22%0.33%Q1 2019Q3 202319
Wealthspire Advisors, LLC 1810.01%0.02%0.05%Q4 2018Q3 202319
CAPTRUST FINANCIAL ADVISORS 19190.00%0.05%0.28%Q1 2019Q3 202319
FLPUTNAM INVESTMENT MANAGEMENT CO 19190.14%0.36%0.84%Q1 2019Q3 202319
CITIGROUP INC 18180.00%0.01%0.04%Q2 2019Q3 202318
Brinker Capital Investments, LLC 1080.00%0.03%0.10%Q1 2018Q4 202218
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1530.00%0.01%0.04%Q4 2018Q3 202318
HighTower Advisors, LLC 18180.00%0.07%0.10%Q2 2019Q3 202318
CITIZENS FINANCIAL GROUP INC/RI 1260.01%0.02%0.04%Q1 2019Q3 202318
MORGAN STANLEY 18180.00%0.06%0.12%Q2 2019Q3 202318
Cooper Financial Group 18180.10%3.78%9.65%Q2 2019Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18180.00%0.09%0.16%Q2 2019Q3 202318
Advisory Services Network, LLC 1620.00%0.21%0.36%Q2 2018Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 17170.02%0.07%0.10%Q3 2019Q3 202317
Parkside Advisors LLC 17170.09%1.35%2.15%Q4 2019Q4 202317
Cetera Advisor Networks LLC 17170.01%0.25%0.52%Q3 2019Q3 202317
Parallel Advisors, LLC 17170.00%0.04%0.07%Q3 2019Q3 202317
Snowden Capital Advisors LLC 980.02%0.43%0.86%Q2 2019Q3 202317
IHT Wealth Management, LLC 1520.01%0.05%0.13%Q4 2017Q3 202317
WEALTHSOURCE PARTNERS, LLC 17170.03%5.49%8.41%Q3 2019Q3 202317
TIEDEMANN ADVISORS, LLC 1610.03%0.28%0.70%Q4 2018Q3 202317
FIDUCIARY TRUST CO 17170.02%0.34%0.69%Q3 2019Q3 202317
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q4 2016Q2 202316
BLAIR WILLIAM & CO/IL 16160.00%0.01%0.01%Q4 2019Q3 202316
Institute for Wealth Management, LLC. 16160.05%0.53%0.76%Q4 2019Q3 202316
Montecito Bank & Trust 16160.59%1.01%1.20%Q1 2020Q4 202316
Vision Capital Management, Inc. 16160.14%0.33%0.44%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 16160.02%0.97%2.00%Q4 2019Q3 202316
REDW Wealth LLC 16160.13%0.51%0.61%Q4 2019Q3 202316
Financial Advocates Investment Management 16160.02%0.21%0.40%Q3 2019Q2 202316
PAX Financial Group, LLC 16160.86%6.81%10.66%Q4 2019Q3 202316
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16160.01%0.03%0.08%Q4 2019Q3 202316
Ancora Advisors LLC 16160.00%0.03%0.06%Q4 2019Q3 202316
Miracle Mile Advisors, LLC 16160.04%0.14%0.23%Q4 2019Q3 202316
Ally Invest Advisors Inc. 16160.24%2.24%3.35%Q4 2019Q3 202316
Mount Yale Investment Advisors, LLC 16160.12%0.65%1.03%Q4 2019Q3 202316
NORTHERN TRUST CORP 16160.00%0.03%0.08%Q4 2019Q3 202316
Cetera Advisors LLC 1510.00%0.23%0.62%Q1 2019Q3 202316
Cornerstone Wealth Management, LLC 1110.00%0.25%0.64%Q2 2018Q3 202315
Physician Wealth Advisors, Inc. 15151.85%4.94%7.34%Q1 2020Q3 202315
High Falls Advisors, Inc 15150.33%8.10%14.31%Q1 2020Q3 202315
Bay Harbor Wealth Management, LLC 15150.85%4.07%6.44%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.02%0.28%0.75%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 1320.00%0.00%0.01%Q4 2019Q3 202315
NewEdge Advisors, LLC 15150.34%1.05%1.73%Q1 2020Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 15152.95%5.57%8.23%Q1 2020Q3 202315
Copperleaf Capital, LLC 15152.20%4.91%6.96%Q1 2020Q3 202315
CLIENT 1ST ADVISORY GROUP, LLC 15152.29%12.27%14.74%Q1 2020Q3 202315
WealthShield Partners, LLC 15150.98%2.67%4.38%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 15152.08%7.81%10.67%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15150.94%6.15%10.04%Q1 2020Q3 202315
SigFig Wealth Management, LLC 15150.03%0.40%0.85%Q1 2020Q3 202315
Sharkey, Howes & Javer 15152.74%13.30%19.57%Q1 2020Q3 202315
Front Row Advisors LLC 15150.05%0.22%0.26%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.01%0.04%0.06%Q1 2020Q3 202315
Creative Planning 15150.00%0.02%0.04%Q1 2020Q3 202315
RHS Financial, LLC 15150.39%1.72%3.04%Q1 2020Q3 202315
Van Hulzen Asset Management, LLC 15151.02%1.56%2.14%Q1 2020Q3 202315
Strategic Blueprint, LLC 15151.24%4.42%6.35%Q1 2020Q3 202315
MCIA Inc 15150.09%3.77%5.68%Q1 2020Q3 202315
Dynamic Advisor Solutions LLC 15150.07%0.22%0.32%Q1 2020Q3 202315
ATLAS CAPITAL ADVISORS LLC 1230.00%0.00%0.01%Q4 2019Q3 202315
Concorde Asset Management, LLC 15150.84%3.58%7.10%Q1 2020Q3 202315
Private Advisor Group, LLC 15150.01%0.09%0.37%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.02%0.05%Q1 2020Q3 202315
Walkner Condon Financial Advisors LLC 870.13%0.23%0.48%Q4 2019Q3 202315
Trilogy Capital Inc. 15150.03%0.25%0.36%Q1 2020Q3 202315
WBH ADVISORY INC 1230.07%0.13%0.20%Q4 2019Q3 202315
One Wealth Advisors, LLC 15150.24%5.49%10.89%Q1 2020Q3 202315
Apella Capital, LLC 1230.16%0.76%1.14%Q1 2020Q4 202315
Hanlon Investment Management, Inc. 15150.11%0.48%0.86%Q1 2020Q3 202315
Lowe Wealth Advisors, LLC 15150.01%0.07%0.10%Q2 2020Q4 202315
Trek Financial, LLC 15150.24%0.91%1.45%Q1 2020Q3 202315
Joel Isaacson & Co., LLC 15150.20%0.53%0.88%Q1 2020Q3 202315
MBE Wealth Management, LLC 15150.13%0.39%0.89%Q1 2020Q3 202315
White Lighthouse Investment Management Inc. 15150.27%0.40%0.55%Q1 2020Q3 202315
Parsec Financial Management, Inc. 15150.02%0.14%0.24%Q3 2019Q1 202315
EP Wealth Advisors, LLC 15150.02%0.07%0.39%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.02%0.60%1.29%Q1 2020Q3 202315
Sigma Planning Corp 15150.05%0.14%0.26%Q1 2020Q3 202315
COMERICA SECURITIES,INC. 15150.15%1.11%1.81%Q1 2020Q3 202315
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 960.01%0.03%0.04%Q3 2018Q2 202215
PRUDENTIAL FINANCIAL INC 15150.01%0.04%0.07%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 15150.12%0.46%0.78%Q1 2020Q3 202315
RKL Wealth Management LLC 15150.04%0.05%0.05%Q1 2020Q3 202315
ERn Financial, LLC 15150.11%0.13%0.15%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.26%0.79%1.15%Q1 2020Q3 202315
RFG Advisory, LLC 15150.20%1.07%1.79%Q1 2020Q3 202315
Belpointe Asset Management LLC 15150.04%0.30%0.42%Q1 2020Q3 202315
Avidian Wealth Solutions, LLC 15150.08%0.32%0.60%Q1 2020Q3 202315
Affinity Capital Advisors, LLC 15150.22%0.46%2.33%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.07%0.25%0.45%Q3 2019Q3 202315
Cypress Wealth Services, LLC 15150.99%4.67%6.59%Q1 2020Q3 202315
WT Wealth Management 15150.18%0.53%1.08%Q1 2020Q3 202315
SEI INVESTMENTS CO 15150.00%0.02%0.04%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.02%0.38%0.62%Q1 2020Q3 202315
Lineweaver Wealth Advisors, LLC 15152.72%7.54%10.83%Q1 2020Q3 202315
Day & Ennis, LLC 15150.53%2.81%5.69%Q1 2020Q3 202315
Summit X, LLC 15150.92%3.24%4.88%Q1 2020Q3 202315
Janney Montgomery Scott LLC 15150.22%0.95%1.50%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.01%0.07%0.11%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 15150.04%0.06%0.08%Q1 2020Q3 202315
Archford Capital Strategies, LLC 15150.11%0.67%1.24%Q1 2020Q3 202315
Austin Private Wealth, LLC 15150.57%4.44%7.89%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.04%0.13%0.28%Q1 2020Q3 202315
Mutual Advisors, LLC 15150.05%0.40%0.91%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Atria Investments, Inc 15150.24%0.88%1.44%Q1 2020Q3 202315
RAYMOND JAMES & ASSOCIATES 15150.00%0.01%0.03%Q1 2020Q3 202315
Veracity Capital LLC 15150.12%0.46%0.71%Q1 2020Q3 202315
SteelPeak Wealth, LLC 15150.39%1.93%3.09%Q1 2020Q3 202315
NewSquare Capital LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Venturi Wealth Management, LLC 15150.09%0.45%0.65%Q1 2020Q3 202315
Brookstone Capital Management 15150.43%0.69%1.12%Q1 2020Q3 202315
Pettinga Financial Advisors LLC 15150.13%7.70%13.32%Q1 2020Q3 202315
Pensionmark Financial Group, LLC 15150.16%0.58%0.89%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
B. Riley Wealth Advisors, Inc. 15150.22%0.64%1.12%Q1 2020Q3 202315
AE Wealth Management LLC 15150.05%0.37%0.78%Q1 2020Q3 202315
TRUE Private Wealth Advisors 15150.11%0.40%0.64%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 15150.02%0.10%0.20%Q1 2020Q3 202315
FMR LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
Kovack Advisors, Inc. 15150.06%0.15%0.28%Q1 2020Q3 202315
PITTENGER & ANDERSON INC 15150.00%0.02%0.03%Q1 2020Q3 202315
Invst, LLC 15151.02%2.24%3.24%Q1 2020Q3 202315
Bank of New York Mellon Corp 15150.00%0.02%0.03%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1410.09%0.85%1.39%Q3 2011Q3 202315
Stone House Investment Management, LLC 15150.11%7.41%11.99%Q1 2020Q3 202315
Rehmann Capital Advisory Group 1210.00%0.09%0.15%Q1 2019Q3 202315
Magnus Financial Group LLC 14140.03%0.10%0.19%Q2 2020Q3 202314
AlphaCore Capital LLC 1310.04%0.18%0.23%Q1 2020Q3 202314
LIBERTY WEALTH MANAGEMENT LLC 1130.89%4.31%7.56%Q1 2020Q3 202314
ASSETMARK, INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Baystate Wealth Management LLC 14140.00%0.20%0.37%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
ETF Portfolio Partners, Inc. 14140.19%0.27%0.36%Q2 2020Q3 202314
Financial Partners Group, Inc 14140.10%0.21%0.27%Q2 2020Q3 202314
ALESCO ADVISORS LLC 14140.04%0.83%1.38%Q2 2020Q3 202314
Bank of Italy 14142.66%5.83%7.80%Q2 2020Q3 202314
Community Bank, N.A. 14140.00%0.00%0.01%Q2 2020Q3 202314
DAVENPORT & Co LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Beacon Financial Advisory LLC 14140.24%0.63%0.96%Q2 2020Q3 202314
Cetera Investment Advisers 14140.05%0.54%1.34%Q2 2020Q3 202314
FLC Capital Advisors 14140.20%4.12%6.31%Q1 2020Q2 202314
GenTrust, LLC 14140.04%0.07%0.10%Q2 2020Q3 202314
Perennial Investment Advisors, LLC 14140.56%1.12%1.43%Q2 2020Q3 202314
Aspire Private Capital, LLC 14140.09%0.45%0.77%Q2 2020Q3 202314
Global Retirement Partners, LLC 770.01%0.13%0.36%Q1 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.17%0.30%Q2 2020Q3 202314
Lantz Financial LLC 14140.15%1.16%2.35%Q2 2020Q3 202314
American Portfolios Advisors 1130.00%0.07%0.15%Q1 2018Q3 202214
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.03%0.12%0.24%Q2 2020Q3 202314
Fisher Asset Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Robertson Stephens Wealth Management, LLC 14140.19%0.43%0.70%Q2 2020Q3 202314
Mirae Asset Global Investments Co., Ltd. 14140.00%0.13%0.22%Q2 2020Q3 202314
BANK OF MONTREAL /CAN/ 1220.00%0.01%0.03%Q1 2020Q3 202314
Arete Wealth Advisors, LLC 14140.04%0.26%0.42%Q2 2020Q3 202314
XML Financial, LLC 14140.05%0.07%0.13%Q2 2020Q3 202314
Manning & Napier Group, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
IFG Advisory, LLC 14140.12%0.27%0.35%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.40%0.73%Q2 2020Q3 202314
ONE Advisory Partners, LLC 14142.16%11.19%17.58%Q2 2020Q3 202314
PRIVATE TRUST CO NA 14140.16%0.28%0.39%Q2 2020Q3 202314
Foundations Investment Advisors, LLC 14140.02%0.80%1.77%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.04%0.17%0.35%Q2 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 1220.00%0.05%0.07%Q1 2020Q3 202314
Merit Financial Group, LLC 13130.02%0.56%1.74%Q3 2020Q3 202313
LexAurum Advisors, LLC 13130.11%0.45%0.70%Q2 2020Q2 202313
Icon Wealth Partners, LLC 1032.30%4.27%6.02%Q1 2020Q3 202313
Aptus Capital Advisors, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
MFA WEALTH ADVISORS, LLC 13130.39%0.58%1.11%Q1 2020Q1 202313
Diversified Trust Co 13130.02%0.09%0.13%Q4 2020Q4 202313
Investors Research Corp 13130.00%0.01%0.01%Q3 2020Q3 202313
Capital Analysts, LLC 13130.00%0.05%0.18%Q3 2020Q3 202313
Betterment LLC 13130.00%0.62%0.78%Q3 2020Q3 202313
BLB&B Advisors, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.05%0.11%0.19%Q3 2020Q3 202313
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Valmark Advisers, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Professional Financial Advisors, LLC 13130.02%0.14%0.21%Q3 2020Q3 202313
Clear Creek Financial Management, LLC 1030.16%0.76%1.20%Q2 2020Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.14%0.21%Q3 2020Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.03%0.17%0.33%Q3 2020Q3 202313
Successful Portfolios LLC 13130.55%0.99%1.48%Q1 2020Q1 202313
US BANCORP \DE\ 1110.00%0.00%0.01%Q1 2020Q3 202313
Quadrant Private Wealth Management, LLC 940.19%0.63%1.02%Q2 2020Q3 202313
CGN Advisors LLC 13130.04%0.18%0.42%Q4 2020Q4 202313
First Horizon Advisors, Inc. 13130.03%0.25%0.42%Q3 2020Q3 202313
Integrated Advisors Network LLC 13130.02%0.19%0.34%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.61%1.06%Q3 2020Q3 202313
PLANNING ALTERNATIVES LTD /ADV 13130.06%0.28%0.50%Q3 2020Q3 202313
EVERGREEN CAPITAL MANAGEMENT LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
NWAM LLC 1210.07%0.70%1.28%Q2 2020Q3 202313
RDA Financial Network 13130.14%0.38%1.01%Q4 2019Q4 202213
LINCOLN NATIONAL CORP 13130.09%0.11%0.15%Q3 2020Q3 202313
PFG Advisors 13130.12%0.50%0.73%Q3 2020Q3 202313
Sand Hill Global Advisors, LLC 13130.16%0.45%0.84%Q3 2020Q3 202313
CENTAURUS FINANCIAL, INC. 13130.02%0.36%0.59%Q3 2020Q3 202313
Kingsview Wealth Management, LLC 760.01%0.02%0.04%Q2 2020Q3 202313
WealthPLAN Partners, LLC 1030.00%0.14%0.21%Q4 2019Q2 202313
MATHER GROUP, LLC. 850.00%0.01%0.01%Q2 2020Q3 202313
Allworth Financial LP 1210.00%0.02%0.10%Q4 2019Q3 202313
WADE G W & INC 1210.02%0.12%0.16%Q2 2020Q3 202313
Wealth Alliance 13130.20%2.44%4.46%Q3 2020Q3 202313
HOWARD FINANCIAL SERVICES, LTD. 13130.09%0.14%0.21%Q3 2020Q3 202313
Truadvice, LLC 13130.32%2.87%5.50%Q3 2020Q3 202313
First Heartland Consultants, Inc. 850.06%0.14%0.25%Q1 2020Q2 202313
Oxinas Partners Wealth Management LLC 12120.20%0.90%1.60%Q4 2020Q3 202312
GREENWOOD CAPITAL ASSOCIATES LLC 12120.48%0.70%0.89%Q1 2020Q4 202212
Kistler-Tiffany Companies, LLC 12120.01%0.01%0.02%Q3 2020Q2 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.32%0.50%0.78%Q4 2020Q3 202312
Graves Light Lenhart Wealth, Inc. 12120.05%0.07%0.09%Q4 2020Q3 202312
BEACON FINANCIAL GROUP 12120.05%0.12%0.17%Q4 2020Q3 202312
FDx Advisors, Inc. 12120.04%0.09%0.16%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.06%0.20%0.28%Q4 2020Q3 202312
Cerity Partners LLC 12120.01%0.03%0.12%Q4 2020Q3 202312
OmniStar Financial Group, Inc. 12120.51%1.33%1.59%Q1 2020Q4 202212
TUCKER ASSET MANAGEMENT LLC 12120.02%0.11%0.35%Q4 2020Q3 202312
Dorsey & Whitney Trust CO LLC 12120.03%0.06%0.08%Q2 2020Q1 202312
M&T BANK CORP 12120.00%0.00%0.01%Q4 2020Q3 202312
Sugarloaf Wealth Management, LLC 12120.02%0.06%0.10%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.12%0.15%0.18%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12121.52%2.95%5.06%Q4 2020Q3 202312
HUNTINGTON NATIONAL BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Rede Wealth, LLC 12120.11%0.74%1.41%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.20%0.23%0.26%Q4 2020Q3 202312
Regal Investment Advisors LLC 1010.33%0.88%1.21%Q2 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1110.04%0.12%0.18%Q2 2020Q2 202312
Goodwin Investment Advisory 12123.98%19.88%30.28%Q4 2020Q3 202312
Bangor Savings Bank 12120.20%0.22%0.27%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.05%1.94%3.64%Q4 2020Q3 202312
PATTON ALBERTSON MILLER GROUP, LLC 12120.66%1.21%1.60%Q2 2020Q1 202312
Wade Financial Advisory, Inc 840.17%0.22%0.27%Q2 2020Q3 202312
Spectrum Planning & Advisory Services Inc. 12126.67%10.32%12.34%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12122.02%6.19%9.66%Q4 2020Q3 202312
ALTERNA WEALTH MANAGEMENT, INC 840.55%2.57%3.36%Q1 2020Q3 202312
NORTH AMERICAN MANAGEMENT CORP 12120.03%0.14%0.25%Q2 2018Q1 202112
Charter Oak Capital Management, LLC 12120.01%0.10%0.15%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.08%0.20%Q4 2020Q3 202312
Arkadios Wealth Advisors 810.01%0.02%0.04%Q4 2019Q3 202312
True Link Financial Advisors, LLC 12120.40%4.89%7.53%Q4 2020Q3 202312
Garde Capital, Inc. 12120.03%0.08%0.21%Q4 2020Q3 202312
STEPHENS INC /AR/ 12120.01%0.02%0.02%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12120.26%2.38%6.44%Q4 2020Q3 202312
Tower Research Capital LLC (TRC) 610.00%0.03%0.13%Q4 2019Q3 202312
STRATEGY ASSET MANAGERS LLC 12120.05%0.15%0.20%Q4 2020Q3 202312
FINANCIAL COUNSELORS INC 12120.01%0.02%0.03%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 840.05%0.07%0.08%Q3 2020Q3 202312
Highland Private Wealth Management 12121.12%1.64%2.41%Q4 2019Q3 202212
Keebeck Wealth Management, LLC 12120.64%1.51%2.16%Q4 2020Q3 202312
Financial Advisors, LLC 12120.09%1.12%1.53%Q4 2020Q3 202312
Spectrum Asset Management, Inc. (NB/CA) 12121.49%2.98%4.30%Q4 2020Q3 202312
Acropolis Investment Management, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Western Wealth Management, LLC 820.03%0.14%0.30%Q2 2020Q3 202312
FRANKLIN RESOURCES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Vivaldi Capital Management LP 11110.06%0.08%0.10%Q1 2021Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.02%0.03%Q2 2020Q4 202211
Plante Moran Financial Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Plancorp, LLC 11110.36%0.51%1.08%Q1 2021Q3 202311
V Wealth Advisors LLC 11110.06%0.17%0.39%Q1 2020Q3 202211
Foster Group, Inc. 11110.09%0.12%0.15%Q1 2021Q3 202311
REGIONS FINANCIAL CORP 11110.00%0.01%0.02%Q1 2021Q3 202311
Symmetry Partners, LLC 11110.02%0.03%0.04%Q2 2021Q4 202311
SYNOVUS FINANCIAL CORP 11110.00%0.01%0.01%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.03%0.06%0.11%Q1 2021Q3 202311
SIGNATUREFD, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 910.43%0.75%0.97%Q2 2020Q3 202311
Gerber Kawasaki Wealth & Investment Management 740.01%0.04%0.08%Q4 2020Q3 202311
McClarren Financial Advisors, Inc. 650.39%0.50%0.63%Q4 2020Q3 202311
Meridian Wealth Management, LLC 11110.04%0.08%0.13%Q1 2021Q3 202311
Summit Wealth Group, LLC 11110.74%3.51%4.98%Q1 2021Q3 202311
COLONY GROUP LLC 610.01%0.01%0.04%Q2 2018Q1 202311
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1010.01%0.02%0.03%Q2 2020Q3 202311
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11110.08%5.47%11.69%Q1 2021Q3 202311
Chicago Partners Investment Group LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 11110.02%0.05%0.06%Q3 2019Q1 202211
GHP Investment Advisors, Inc. 11110.00%0.01%0.03%Q1 2021Q3 202311
BESSEMER GROUP INC 11110.00%0.01%0.02%Q1 2021Q3 202311
Ausdal Financial Partners, Inc. 11110.04%0.11%0.20%Q3 2020Q1 202311
Klaas Financial Asset Advisors, LLC 11110.01%0.59%1.04%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.04%0.07%0.14%Q4 2020Q2 202311
Johnson Midwest Financial, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Vestcor Inc 11110.81%0.90%1.00%Q1 2021Q3 202311
STALEY CAPITAL ADVISERS INC 11110.26%0.53%0.60%Q1 2021Q3 202311
Csenge Advisory Group 11110.16%0.28%0.50%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.01%0.14%0.19%Q1 2021Q3 202311
PrairieView Partners, LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
GSB Wealth Management, LLC 11110.50%1.95%4.32%Q1 2021Q3 202311
Tri-Star Advisors Inc. 11116.12%10.88%13.40%Q2 2020Q4 202211
Pinnacle Family Advisors, LLC 11110.17%0.58%0.86%Q4 2020Q2 202311
FIRETHORN WEALTH PARTNERS, LLC 832.38%7.85%11.25%Q4 2020Q3 202311
MARINO, STRAM & ASSOCIATES LLC 920.10%0.29%0.47%Q4 2020Q3 202311
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.95%1.52%2.02%Q1 2021Q3 202311
BAILARD, INC. 11110.01%0.01%0.01%Q1 2021Q3 202311
StoneX Group Inc. 830.19%0.28%0.38%Q1 2020Q3 202311
Vestmark Advisory Solutions, Inc. 11110.02%0.10%0.16%Q4 2020Q2 202311
Newbridge Financial Services Group, Inc. 11110.01%0.12%0.16%Q1 2021Q3 202311
Personal Capital Advisors Corp 11110.16%0.29%0.35%Q2 2020Q4 202211
Spectrum Management Group, LLC 11111.82%3.77%4.74%Q1 2020Q3 202211
55I, LLC 11112.55%8.48%11.22%Q1 2020Q3 202211
Savant Capital, LLC 910.01%0.07%0.14%Q2 2020Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.25%0.34%0.46%Q4 2020Q3 202311
Sequoia Financial Advisors, LLC 830.01%0.02%0.03%Q4 2020Q3 202311
Center for Financial Planning, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
CAMBRIDGE TRUST CO 11110.03%0.07%0.11%Q1 2021Q3 202311
MARINER INDEPENDENT ADVISOR NETWORK, LLC 11110.08%0.22%0.36%Q1 2020Q3 202211
Spire Wealth Management 11110.05%0.08%0.14%Q1 2021Q3 202311
Chicago Capital, LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
CIBC WORLD MARKET INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cardinal Strategic Wealth Guidance 11110.04%3.43%5.89%Q1 2021Q3 202311
BANK OF HAWAII 11110.04%0.22%0.29%Q3 2020Q1 202311
Lumature Wealth Partners, LLC 11110.28%0.45%1.36%Q4 2020Q2 202311
NEXT Financial Group, Inc 11110.00%0.48%1.36%Q2 2019Q4 202111
1ST SOURCE BANK 11110.03%0.05%0.08%Q1 2021Q3 202311
CAHILL FINANCIAL ADVISORS INC 11110.28%2.32%4.81%Q1 2021Q3 202311
Iron Horse Wealth Management, LLC 740.02%0.02%0.02%Q4 2020Q3 202311
EQ LLC 11110.78%2.21%3.64%Q4 2020Q2 202311
BROWN BROTHERS HARRIMAN & CO 11110.00%0.01%0.01%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 710.00%0.00%0.01%Q2 2020Q3 202311
J.P. Morgan Private Wealth Advisors LLC 910.00%0.10%0.43%Q4 2020Q3 202310
CENTRAL TRUST Co 10100.01%0.03%0.04%Q2 2021Q3 202310
Sound View Wealth Advisors Group, LLC 10100.07%0.11%0.14%Q2 2021Q3 202310
Wealthcare Advisory Partners LLC 910.01%0.03%0.05%Q1 2021Q3 202310
Fortis Advisors, LLC 10100.04%0.13%0.18%Q1 2021Q2 202310
Tranquility Partners, LLC 730.10%0.12%0.15%Q4 2020Q2 202310
Northwest Capital Management Inc 10101.90%5.58%7.13%Q2 2021Q3 202310
Laidlaw Wealth Management LLC 10100.05%0.06%0.10%Q1 2021Q2 202310
180 WEALTH ADVISORS, LLC 10100.06%0.08%0.11%Q3 2020Q4 202210
JMG Financial Group, Ltd. 10100.04%0.05%0.06%Q2 2021Q3 202310
CFS Investment Advisory Services, LLC 911.69%6.19%11.12%Q4 2020Q3 202310
PDS Planning, Inc 510.03%0.04%0.07%Q4 2020Q3 202310
Citadel Advisors 610.00%0.00%0.00%Q1 2019Q3 202310
HRT FINANCIAL LP 710.00%0.02%0.05%Q3 2020Q3 202310
Williams Financial, LLC 612.57%7.27%10.06%Q4 2020Q3 202310
Wealthfront Advisers LLC 10100.01%0.36%0.59%Q2 2021Q3 202310
Advisory Alpha, LLC 410.00%0.07%0.27%Q1 2020Q3 202310
Private Portfolio Partners LLC 10100.45%1.07%1.42%Q1 2020Q2 202210
Mascoma Wealth Management LLC 910.01%0.08%0.14%Q1 2021Q3 202310
MAI Capital Management 10100.01%0.01%0.02%Q2 2021Q3 202310
Private Capital Group, LLC 10100.09%0.54%0.92%Q1 2020Q2 202210
Ten Capital Wealth Advisors, LLC 10100.06%0.11%0.15%Q1 2021Q2 202310
LAKE STREET ADVISORS GROUP, LLC 10100.18%0.25%0.40%Q2 2021Q3 202310
Aveo Capital Partners, LLC 10100.03%0.11%0.20%Q1 2021Q2 202310
DAIDO LIFE INSURANCE CO 10101.29%6.48%8.50%Q3 2020Q4 202210
BNP PARIBAS FINANCIAL MARKETS 10100.00%0.00%0.01%Q2 2021Q3 202310
Alpha DNA Investment Management LLC 10100.09%0.28%0.42%Q4 2020Q1 202310
Castle Rock Wealth Management, LLC 820.17%0.36%0.47%Q1 2020Q3 202210
D.A. DAVIDSON & CO. 730.01%0.01%0.01%Q4 2020Q3 202310
Bellwether Advisors, LLC 10100.02%0.04%0.05%Q4 2020Q1 202310
HSBC HOLDINGS PLC 990.00%0.00%0.00%Q3 2021Q3 202310
BANK OF NOVA SCOTIA 10100.00%0.01%0.04%Q2 2021Q3 202310
Bank of New Hampshire 10100.19%0.25%0.31%Q2 2021Q3 202310
SL ADVISORS, LLC 10100.60%0.72%0.87%Q4 2020Q1 202310
Ellevest, Inc. 820.00%0.00%0.00%Q3 2020Q1 202310
Clearstead Trust, LLC 10100.01%0.03%0.15%Q2 2021Q3 202310
Acorns Advisers, LLC 10100.69%2.10%2.77%Q2 2021Q3 202310
TrueWealth Advisors, LLC 10100.12%0.44%0.68%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.39%0.60%0.86%Q1 2021Q3 202310
DOHJ, LLC 10100.12%3.40%6.87%Q2 2021Q3 202310
MUFG Americas Holdings Corp 10100.00%0.00%0.01%Q2 2020Q3 202210
3D/L Capital Management, LLC 10100.06%0.22%0.30%Q1 2021Q2 202310
SWMG, LLC 643.26%9.42%12.96%Q4 2020Q2 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.02%0.02%0.02%Q2 2021Q3 202310
NORTH STAR ASSET MANAGEMENT INC 710.01%0.01%0.02%Q4 2019Q2 202310
Ifrah Financial Services, Inc. 990.07%0.11%0.15%Q3 2020Q3 20229
HHM Wealth Advisors, LLC 990.00%0.01%0.03%Q3 2021Q3 20239
ARGI Investment Services, LLC 990.01%0.01%0.02%Q4 2020Q4 20229
BOENNING & SCATTERGOOD, INC. 990.05%0.05%0.06%Q4 2020Q4 20229
Riverwater Partners LLC 990.47%0.94%1.92%Q4 2021Q4 20239
JB Capital LLC 992.45%8.99%13.58%Q3 2021Q3 20239
COMMERCE BANK 990.00%0.00%0.01%Q3 2021Q3 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 990.19%0.53%1.06%Q1 2021Q1 20239
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2021Q4 20239
MONECO Advisors, LLC 990.06%0.15%0.23%Q3 2021Q3 20239
Bernardo Wealth Planning LLC 991.68%2.56%3.49%Q1 2020Q1 20229
Intrua Financial, LLC 990.14%0.50%0.89%Q1 2021Q1 20239
SOA Wealth Advisors, LLC. 990.00%0.00%0.00%Q1 2021Q1 20239
Magellan Asset Management Ltd 990.00%0.02%0.04%Q3 2021Q3 20239
Rosenberg Matthew Hamilton 990.19%1.25%2.06%Q3 2021Q3 20239
Opes Wealth Management LLC 990.08%0.16%0.29%Q3 2021Q3 20239
Mariner, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
Neuberger Berman Group LLC 990.01%0.02%0.02%Q3 2021Q3 20239
LeJeune Puetz Investment Counsel LLC 990.06%0.07%0.07%Q1 2021Q1 20239
Cougar Global Investments Ltd 990.01%0.02%0.03%Q1 2018Q1 20209
Financial Engines Advisors L.L.C. 510.00%0.00%0.00%Q1 2021Q3 20239
BOSTON FINANCIAL MANGEMENT LLC 990.04%0.05%0.06%Q3 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.02%0.03%0.04%Q2 2021Q3 20239
Prudent Man Advisors, LLC 992.82%2.99%3.17%Q3 2021Q3 20239
IMPACTfolio, LLC 9911.30%13.07%14.36%Q4 2021Q4 20239
Asset Dedication, LLC 610.00%0.01%0.02%Q3 2018Q3 20239
Mayflower Financial Advisors, LLC 990.09%0.75%1.60%Q3 2021Q3 20239
Sage Advisory Services, Ltd.Co. 510.02%0.11%0.18%Q3 2018Q3 20239
TNF LLC 994.33%9.52%12.27%Q3 2021Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 994.03%10.09%13.83%Q4 2019Q4 20219
PACIFIC FINANCIAL GROUP INC 990.23%4.58%7.67%Q3 2021Q3 20239
Crestone Asset Management LLC 990.20%0.40%0.62%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.01%0.02%0.09%Q3 2021Q3 20239
GeoWealth Management, LLC 990.00%0.02%0.05%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.01%0.31%0.51%Q4 2019Q3 20239
Golden State Wealth Management, LLC 990.02%0.27%0.41%Q1 2020Q1 20229
Stonebridge Financial Planning Group, LLC 810.02%0.11%0.14%Q3 2020Q4 20229
MEMBERS CAPITAL ADVISORS INC 990.52%2.56%3.52%Q3 2021Q3 20239
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q3 2020Q3 20239
Dentgroup LLC 990.40%1.53%2.54%Q4 2021Q4 20239
4J Wealth Management LLC 997.58%8.75%10.05%Q4 2020Q4 20229
SENTINEL TRUST CO LBA 990.06%0.10%0.11%Q3 2021Q3 20239
IEQ CAPITAL, LLC 510.00%0.01%0.03%Q1 2021Q3 20239
Apollon Wealth Management, LLC 810.00%0.47%0.88%Q2 2020Q3 20239
SYM FINANCIAL Corp 540.09%0.11%0.14%Q2 2021Q3 20239
Prosperity Planning, Inc. 990.18%0.33%0.55%Q4 2020Q4 20229
Destination Wealth Management 630.01%0.01%0.02%Q2 2021Q3 20239
MA Private Wealth 990.14%3.63%5.78%Q3 2021Q3 20239
Peak Financial Management, Inc. 990.08%0.11%0.14%Q3 2021Q3 20239
People's United Financial, Inc. 880.01%0.03%0.04%Q2 2020Q1 20228
Clarius Group, LLC 880.02%0.05%0.10%Q4 2021Q3 20238
SCOTIA CAPITAL INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Lido Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Concord Wealth Partners 880.02%0.08%0.13%Q4 2021Q3 20238
CWA Asset Management Group, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Ameraudi Asset Management, Inc. 880.15%0.20%0.27%Q4 2021Q3 20238
Keystone Financial Services 883.14%10.70%16.67%Q4 2021Q3 20238
KilterHowling LLC 880.84%0.98%1.26%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.07%0.32%0.56%Q4 2021Q3 20238
Pure Financial Advisors, LLC 710.02%0.03%0.04%Q4 2021Q4 20238
Hutchens & Kramer Investment Management Group, LLC 880.29%0.52%0.72%Q4 2021Q3 20238
Mendel Capital Management LLC 881.13%1.28%1.43%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.37%0.68%1.14%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.37%0.42%0.48%Q4 2021Q3 20238
PRINCIPAL FINANCIAL GROUP INC 880.00%0.00%0.00%Q1 2020Q4 20218
Ellis Investment Partners, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Treynor Bancshares, Inc. 880.89%1.03%1.23%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 710.00%0.02%0.02%Q4 2020Q4 20228
PROVENCE WEALTH MANAGEMENT GROUP 882.26%8.08%12.61%Q4 2021Q3 20238
Buckingham Capital Management, Inc. 880.04%0.04%0.06%Q1 2021Q4 20228
W ADVISORS, LLC 881.27%3.48%6.90%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.00%0.00%Q2 2020Q2 20238
Atlas Private Wealth Advisors 880.11%0.13%0.15%Q4 2021Q3 20238
PECAUT & CO. 710.02%0.06%0.11%Q2 2021Q3 20238
RTD Financial Advisors, Inc. 880.15%0.18%0.22%Q4 2021Q3 20238
TCWP LLC 880.81%3.12%6.20%Q4 2021Q3 20238
Erickson Financial Group, LLC 8811.28%12.99%15.11%Q4 2021Q3 20238
Berman Capital Advisors, LLC 880.05%0.06%0.07%Q4 2019Q3 20218
HOWE & RUSLING INC 880.00%0.00%0.01%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.62%2.05%5.49%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 881.35%2.14%2.63%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.05%0.78%1.78%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.02%0.02%Q4 2021Q3 20238
Apeiron RIA LLC 880.33%3.33%5.63%Q4 2021Q3 20238
THOROUGHBRED FINANCIAL SERVICES, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Element Wealth, LLC 440.08%0.10%0.11%Q2 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.13%0.21%Q4 2020Q1 20238
Qube Research & Technologies Ltd 530.00%0.06%0.27%Q2 2021Q3 20238
Pathway Financial Advisors LLC 310.07%0.11%0.19%Q3 2020Q2 20238
Buttonwood Financial Group, LLC 880.21%12.06%32.52%Q1 2022Q4 20238
Security Financial Services, INC. 880.08%4.37%12.68%Q4 2021Q3 20238
Peninsula Wealth, LLC 880.08%0.10%0.11%Q4 2021Q3 20238
UMB Bank, n.a. 880.01%0.01%0.02%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 881.73%1.82%1.92%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.28%0.46%0.59%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 880.02%0.04%0.08%Q4 2021Q3 20238
TD Capital Management LLC 530.02%0.02%0.02%Q3 2021Q3 20238
WESTERN FINANCIAL Corp 880.36%0.72%0.95%Q4 2020Q3 20228
VERITY Wealth Advisors 880.23%0.27%0.30%Q4 2020Q3 20228
Keystone Wealth Services, LLC 881.69%4.11%5.82%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.68%0.98%1.14%Q4 2021Q3 20238
South Shore Capital Advisors 880.28%0.46%0.54%Q4 2020Q3 20228
SUTTON PLACE INVESTORS LLC 881.03%2.60%3.50%Q4 2021Q3 20238
Rise Advisors, LLC 880.04%0.04%0.06%Q4 2021Q3 20238
DHK Financial Advisors, Inc. 880.20%0.25%0.36%Q4 2021Q3 20238
BOK Financial Private Wealth, Inc. 880.01%0.02%0.06%Q4 2021Q3 20238
IAG Wealth Partners, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.36%0.94%1.56%Q4 2021Q3 20238
PSI Advisors, LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Midwest Heritage Bank, FSB 881.10%3.16%5.79%Q4 2021Q3 20238
AMG National Trust Bank 880.02%0.02%0.02%Q2 2020Q1 20228
Ascent Group, LLC 880.26%0.54%0.97%Q4 2021Q3 20238
Parcion Private Wealth LLC 880.25%0.31%0.43%Q1 2020Q4 20218
HBW ADVISORY SERVICES LLC 880.08%0.12%0.15%Q2 2020Q1 20228
Aaron Wealth Advisors LLC 620.05%0.08%0.10%Q4 2020Q3 20238
Brooklyn FI, LLC 880.31%0.65%1.58%Q4 2021Q3 20238
Kalos Management, Inc. 880.12%0.26%0.39%Q1 2020Q4 20218
Weil Company, Inc. 440.14%0.17%0.22%Q2 2021Q3 20238
HB Wealth Management, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
Crown Wealth Group, LLC 880.78%7.46%12.91%Q4 2021Q3 20238
Money Design Co.,Ltd. 880.00%0.78%1.17%Q4 2021Q3 20238
HawsGoodwin Investment Management LLC 882.97%9.01%11.64%Q1 2020Q4 20218
Quent Capital, LLC 880.08%0.12%0.25%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.58%1.79%2.76%Q4 2021Q3 20238
Wealth Architects, LLC 880.06%0.25%0.48%Q4 2021Q3 20238
Wealth Management Solutions, LLC 880.69%4.58%10.66%Q4 2021Q3 20238
Burt Wealth Advisors 880.00%0.00%0.00%Q1 2019Q4 20208
West Wealth Group, LLC 884.87%13.84%19.60%Q4 2021Q3 20238
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.07%0.12%0.14%Q3 2021Q3 20238
MKT Advisors LLC 880.54%0.60%0.75%Q4 2021Q3 20238
Level Financial Advisors 880.24%0.32%0.43%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 881.55%5.90%8.79%Q4 2021Q3 20238
OLIO Financial Planning 880.29%0.78%0.92%Q4 2021Q3 20238
Cresset Asset Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
SNS Financial Group, LLC 880.03%0.07%0.10%Q4 2021Q3 20238
Trexquant Investment LP 310.01%0.02%0.04%Q4 2020Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Interchange Capital Partners, LLC 880.28%1.28%2.40%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.15%0.35%0.44%Q1 2020Q3 20217
Disciplined Investments, LLC 770.02%0.02%0.02%Q4 2021Q2 20237
My Legacy Advisors, LLC 770.58%1.72%2.97%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 430.01%0.02%0.02%Q4 2021Q3 20237
Laurel Wealth Advisors LLC 610.00%0.00%0.00%Q3 2020Q3 20237
Continuum Advisory, LLC 770.06%0.13%0.21%Q2 2021Q4 20227
Archer Investment Corp 520.00%0.01%0.01%Q3 2021Q3 20237
Seven Post Investment Office LP 770.07%0.08%0.08%Q1 2022Q3 20237
Cranbrook Wealth Management, LLC 520.02%0.10%0.14%Q3 2019Q3 20237
Hayden Royal, LLC 770.14%0.33%0.89%Q2 2020Q4 20217
SEAVIEW INVESTMENT MANAGERS LLC 520.67%0.72%0.77%Q1 2021Q1 20237
LifePlan Financial Group, Inc 770.04%0.98%2.67%Q1 2019Q3 20207
Regal Wealth Group, Inc. 770.04%0.05%0.05%Q3 2019Q1 20217
Accurate Wealth Management, LLC 770.02%0.14%0.19%Q2 2021Q4 20227
BMS Financial Advisors, LLC 770.87%6.51%9.65%Q4 2021Q2 20237
SIMON QUICK ADVISORS, LLC 610.01%0.06%0.09%Q3 2020Q3 20237
SCHRODER INVESTMENT MANAGEMENT GROUP 770.01%0.01%0.02%Q1 2022Q3 20237
Relyea Zuckerberg Hanson LLC 770.13%0.60%0.93%Q1 2022Q3 20237
Alpha Cubed Investments, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 610.72%0.98%1.47%Q4 2021Q3 20237
Teamwork Financial Advisors, LLC 610.08%0.27%0.55%Q2 2020Q4 20227
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
tru Independence LLC 410.08%0.32%1.21%Q2 2020Q2 20227
Simplicity Solutions, LLC 410.03%0.15%0.32%Q1 2020Q2 20237
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.02%0.03%Q3 2019Q1 20217
Ameritas Advisory Services, LLC 610.03%0.04%0.06%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.29%0.86%1.55%Q1 2022Q3 20237
FINANCIAL MANAGEMENT NETWORK INC 430.08%0.10%0.11%Q3 2021Q3 20237
Thrive Capital Management, LLC 430.14%0.28%0.56%Q4 2021Q3 20237
Mattern Wealth Management LLC 770.06%0.10%0.12%Q2 2020Q4 20217
Tortoise Investment Management, LLC 770.04%0.05%0.10%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.40%0.92%2.48%Q1 2021Q4 20227
Resurgent Financial Advisors LLC 770.11%0.22%0.40%Q1 2022Q3 20237
U.S. Capital Wealth Advisors, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
FURE FINANCIAL CORP 430.01%0.01%0.03%Q3 2020Q2 20227
ICA Group Wealth Management, LLC 770.08%0.16%0.22%Q1 2022Q3 20237
JOHNSON INVESTMENT COUNSEL INC 770.01%0.01%0.01%Q1 2022Q3 20237
Horizons Wealth Management 770.26%0.28%0.33%Q2 2022Q4 20237
Lloyd Advisory Services, LLC. 770.01%0.46%0.83%Q2 2021Q4 20227
Endurance Wealth Management, Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
Prostatis Group LLC 410.16%5.58%8.87%Q1 2021Q2 20236
SAGE FINANCIAL GROUP INC 660.03%0.03%0.03%Q2 2022Q3 20236
SIGNET FINANCIAL MANAGEMENT, LLC 660.04%0.04%0.07%Q2 2021Q3 20226
Facet Wealth, Inc. 410.02%0.18%0.28%Q4 2021Q3 20236
Capital Asset Advisory Services LLC 660.00%0.06%0.10%Q2 2022Q3 20236
Kowal Investment Group, LLC 660.10%0.21%0.30%Q1 2022Q2 20236
TAIYO LIFE INSURANCE CO 667.34%9.17%10.08%Q2 2022Q3 20236
Tempus Wealth Planning, LLC 660.54%1.09%1.52%Q2 2022Q3 20236
Capital CS Group, LLC 660.50%1.61%3.39%Q4 2020Q1 20226
Jordan Park Group LLC 660.05%0.08%0.10%Q2 2022Q3 20236
Allianz Asset Management GmbH 660.01%0.01%0.01%Q1 2021Q2 20226
BHF RG Capital Inc. 662.74%12.51%18.14%Q2 2020Q3 20216
WINTRUST INVESTMENTS LLC 310.04%0.38%0.60%Q1 2020Q4 20226
TFO Wealth Partners, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Blue Trust, Inc. 660.24%0.71%1.20%Q2 2022Q3 20236
Karn, Couzens & Associates, Inc. 661.58%1.64%1.74%Q4 2020Q1 20226
Great Diamond Partners, LLC 420.07%0.12%0.15%Q1 2021Q3 20236
BRINKER CAPITAL INC 660.01%0.02%0.02%Q1 2019Q2 20206
CANTOR FITZGERALD, L. P. 660.01%0.01%0.02%Q2 2022Q3 20236
Pallas Capital Advisors LLC 660.02%0.07%0.18%Q2 2022Q3 20236
FIRST FINANCIAL CORP /IN/ 660.00%0.00%0.01%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.01%Q3 2018Q4 20196
Tradition Wealth Management, LLC 661.29%1.39%1.45%Q4 2020Q1 20226
OPPENHEIMER & CO INC 660.00%0.01%0.01%Q4 2021Q1 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Detalus Advisors, LLC 660.43%6.18%12.63%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.21%0.26%0.32%Q2 2022Q3 20236
LIBRA WEALTH LLC 660.03%0.50%0.78%Q2 2022Q3 20236
Savior LLC 660.01%0.11%0.15%Q4 2020Q1 20226
Biltmore Capital Advisors LLC 660.25%3.38%4.64%Q3 2020Q4 20216
TIAA, FSB 660.04%1.24%1.61%Q1 2022Q2 20236
Sunbelt Securities, Inc. 330.01%0.03%0.06%Q1 2021Q3 20236
Joseph P. Lucia & Associates, LLC 420.00%0.00%0.00%Q4 2020Q2 20226
GRIMES & COMPANY, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
One Day In July LLC 660.06%0.07%0.07%Q1 2021Q2 20226
Wealth Advisory Solutions, LLC 660.84%1.60%2.63%Q1 2022Q2 20236
Braun-Bostich & Associates Inc. 420.02%0.20%1.09%Q4 2018Q3 20206
HOHIMER WEALTH MANAGEMENT, LLC 660.11%0.31%0.51%Q4 2021Q1 20236
Hudson Capital Management LLC 510.08%0.09%0.10%Q1 2021Q2 20236
Redwood Investment Management, LLC 510.04%0.05%0.06%Q1 2021Q3 20236
FCG ADVISORS, LLC 660.10%0.16%0.20%Q1 2019Q2 20206
Merriman Wealth Management, LLC 660.18%0.33%0.42%Q3 2020Q4 20216
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 660.04%0.05%0.05%Q4 2020Q1 20226
Smithfield Trust Co 550.02%0.02%0.02%Q3 2022Q3 20235
Ellenbecker Investment Group 550.14%0.14%0.14%Q2 2019Q2 20205
TWO SIGMA INVESTMENTS, LP 320.00%0.01%0.02%Q2 2022Q3 20235
Selective Wealth Management, Inc. 410.00%0.01%0.04%Q2 2020Q3 20225
Piscataqua Savings Bank 550.01%0.02%0.02%Q3 2021Q3 20225
GenWealth Group, Inc. 410.11%0.18%0.20%Q1 2022Q3 20235
DFPG INVESTMENTS, LLC 550.08%0.23%0.43%Q3 2022Q3 20235
Strengthening Families & Communities, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
W.H. Cornerstone Investments Inc. 550.83%2.61%3.82%Q3 2022Q3 20235
S.C. Financial Services, Inc. 552.35%3.63%4.57%Q4 2021Q4 20225
Prime Capital Investment Advisors, LLC 550.02%0.03%0.04%Q2 2019Q2 20205
PFS INVESTMENTS INC. 410.01%0.03%0.05%Q1 2020Q2 20235
Filbrandt Wealth Management, LLC 410.03%1.64%2.13%Q2 2020Q3 20215
HILLTOP WEALTH ADVISORS, LLC 550.41%0.47%0.52%Q3 2022Q3 20235
Cherry Creek Investment Advisors, Inc. 550.17%0.17%0.18%Q2 2021Q2 20225
Stephens Consulting, LLC 550.05%0.09%0.12%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Litman Gregory Wealth Management LLC 320.04%0.04%0.04%Q2 2022Q3 20235
Scarborough Advisors, LLC 553.18%4.63%6.80%Q4 2021Q4 20225
Moors & Cabot, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.04%0.04%0.05%Q4 2021Q4 20225
WealthPlan Investment Management, LLC 210.05%0.10%0.21%Q1 2022Q4 20235
Strategic Asset Management, LLC 554.78%5.04%5.39%Q3 2021Q3 20225
JT Stratford LLC 320.07%0.12%0.22%Q3 2020Q2 20235
Modera Wealth Management, LLC 410.01%0.05%0.11%Q2 2022Q3 20235
Colonial River Wealth Management, LLC 320.16%0.37%0.94%Q1 2021Q2 20225
Koshinski Asset Management, Inc. 550.00%0.03%0.06%Q3 2021Q3 20225
Eudaimonia Partners, LLC 550.01%0.03%0.05%Q1 2020Q1 20215
BARCLAYS PLC 320.00%0.00%0.00%Q2 2021Q3 20235
Johnson Financial Group, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Nachman Norwood & Parrott, Inc 550.24%1.95%3.08%Q2 2020Q2 20215
Homrich & Berg 550.01%0.06%0.08%Q3 2020Q3 20215
Baker Avenue Asset Management, LP 550.02%0.05%0.19%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 310.00%0.01%0.03%Q1 2018Q3 20225
Robbins Farley 550.00%0.00%0.00%Q3 2022Q3 20235
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.02%1.63%2.45%Q4 2019Q4 20205
Wayfinding Financial, LLC 550.65%0.77%0.86%Q4 2021Q4 20225
GSA CAPITAL PARTNERS LLP 410.02%0.05%0.07%Q1 2021Q3 20235
Paracle Advisors, LLC 550.12%0.12%0.13%Q1 2020Q1 20215
ADVISOR PARTNERS II, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Virtus Investment Advisers, Inc. 553.02%6.23%9.82%Q3 2022Q3 20235
WHALEROCK POINT PARTNERS, LLC 550.08%0.08%0.09%Q3 2022Q3 20235
STOCK YARDS BANK & TRUST CO 550.01%0.01%0.01%Q3 2022Q3 20235
Cascadia Advisory Services, LLC 321.18%1.26%1.38%Q2 2020Q3 20215
M. Kulyk & Associates, LLC 550.08%0.33%0.75%Q4 2020Q4 20215
CoreCap Advisors, LLC 550.42%0.44%0.47%Q4 2021Q4 20225
Sound Income Strategies, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Apexium Financial, LP 550.08%0.17%0.49%Q3 2022Q3 20235
ADVISOR PARTNERS LLC 550.01%0.04%0.05%Q2 2021Q2 20225
Wellesley Investment Partners, LLC 410.11%0.18%0.32%Q3 2018Q3 20205
CPWM, LLC 550.03%0.14%0.21%Q3 2021Q3 20225
Laurel Wealth Advisors, Inc. 550.04%0.13%0.19%Q4 2021Q4 20225
ATWOOD & PALMER INC 550.00%0.01%0.01%Q4 2020Q4 20215
SPINNAKER TRUST 550.86%0.90%0.98%Q3 2022Q3 20235
Lighthouse Financial Advisors, Inc. 440.20%0.20%0.20%Q2 2020Q1 20214
Main Street Financial Solutions, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 220.00%0.01%0.03%Q1 2022Q3 20234
TSFG, LLC 440.01%0.02%0.02%Q1 2020Q4 20204
Phoenix Wealth Advisors 440.03%0.03%0.04%Q4 2020Q3 20214
Beacon Capital Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
S.E.E.D. Planning Group LLC 440.22%0.22%0.24%Q1 2021Q4 20214
Advisor Group, Inc. 440.00%0.00%0.01%Q1 2019Q4 20194
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 440.12%0.12%0.12%Q1 2022Q4 20224
Larson Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Key FInancial Inc 310.00%0.00%0.01%Q2 2022Q3 20234
Semus Wealth Partners LLC 440.36%0.55%0.92%Q4 2022Q3 20234
Silicon Hills Wealth Management, LLC 440.37%0.73%1.24%Q2 2021Q1 20224
COOK WEALTH MANAGEMENT GROUP LLC 210.16%0.22%0.26%Q4 2021Q3 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Good Life Advisors, LLC 440.03%0.08%0.23%Q3 2021Q2 20224
RCS Financial Planning, LLC 441.27%2.10%3.27%Q4 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Family Asset Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.01%0.08%0.12%Q4 2022Q3 20234
IMA Wealth, Inc. 440.09%0.18%0.23%Q4 2022Q3 20234
Seaside Wealth Management, Inc. 440.54%0.63%0.81%Q2 2022Q1 20234
Caprock Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Intercontinental Wealth Advisors, LLC 440.65%0.67%0.70%Q3 2022Q2 20234
Schrum Private Wealth Management LLC 440.40%0.55%0.71%Q4 2021Q3 20224
Rooted Wealth Advisors, Inc. 440.13%0.25%0.42%Q4 2022Q3 20234
Live Oak Investment Partners 440.28%0.33%0.50%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 444.83%5.43%5.98%Q4 2022Q3 20234
Western Financial Corp/CA 440.23%0.45%0.87%Q4 2022Q3 20234
Asset Allocation & Management Company, LLC 441.11%1.39%1.91%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.06%0.07%0.07%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 310.00%0.00%0.00%Q3 2021Q1 20234
Simplicity Wealth,LLC 440.70%1.18%2.11%Q4 2022Q3 20234
Pioneer Wealth Management Group 440.93%1.03%1.12%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.84%0.97%1.06%Q4 2022Q3 20234
New Republic Capital, LLC 440.12%0.21%0.38%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.10%0.13%0.20%Q4 2022Q3 20234
Mizuho Bank, Ltd. 2117.56%21.14%23.64%Q1 2021Q3 20234
ZEKE CAPITAL ADVISORS, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Vident Investment Advisory, LLC 310.03%0.03%0.03%Q2 2022Q2 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 441.22%1.25%1.27%Q4 2022Q3 20234
Lindbrook Capital, LLC 440.04%0.05%0.07%Q4 2021Q3 20224
Park Place Capital Corp 440.01%0.18%0.68%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 310.00%0.00%0.00%Q1 2021Q3 20234
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
US FINANCIAL ADVISORS, LLC 440.18%0.21%0.23%Q4 2022Q3 20234
Insight Wealth Strategies, LLC 440.24%0.50%0.61%Q4 2020Q3 20214
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.09%0.10%0.11%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 310.02%0.04%0.06%Q4 2021Q3 20234
CAPITAL ONE FINANCIAL CORP 440.06%0.07%0.07%Q1 2021Q4 20214
WNY Asset Management, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Hobart Private Capital, LLC 440.14%3.12%11.96%Q4 2022Q3 20234
Retirement Group, LLC 440.09%0.10%0.12%Q3 2020Q2 20214
HF Advisory Group, LLC 441.00%1.16%1.25%Q4 2022Q3 20234
Lion Street Advisors, LLC 210.18%0.54%1.03%Q1 2020Q2 20234
Integris Wealth Management, LLC 440.80%0.86%0.94%Q4 2022Q3 20234
Rice Partnership, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
HILL ISLAND FINANCIAL LLC 440.47%0.47%0.48%Q4 2022Q3 20234
Brio Consultants, LLC 440.07%0.11%0.12%Q2 2021Q1 20224
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.81%1.27%2.08%Q4 2022Q3 20234
Covestor Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
Spartan Planning & Wealth Management 440.00%0.00%0.01%Q1 2022Q4 20224
Tanglewood Legacy Advisors, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
TWO SIGMA ADVISERS, LP 220.00%0.00%0.01%Q2 2022Q3 20234
Essex Financial Services, Inc. 440.03%0.03%0.03%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.07%0.12%Q1 2021Q3 20234
SageView Advisory Group, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.12%0.14%0.15%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.00%0.25%0.71%Q1 2021Q2 20234
Millburn Ridgefield Corp 310.01%0.02%0.06%Q1 2022Q3 20234
CIBC Asset Management Inc 440.00%0.00%0.00%Q2 2021Q1 20224
First Allied Advisory Services, Inc. 310.00%0.24%0.41%Q3 2019Q3 20204
VitalStone Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Tanager Wealth Management LLP 440.08%0.08%0.09%Q4 2022Q3 20234
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.03%0.04%Q2 2021Q2 20234
FFG RETIREMENT ADVISORS LLC 442.33%5.62%8.84%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 441.11%2.16%3.71%Q4 2022Q3 20234
PROVIDA PENSION FUND ADMINISTRATOR 440.81%0.83%0.87%Q1 2022Q4 20224
OLD MISSION CAPITAL LLC 310.01%0.04%0.08%Q3 2021Q4 20224
Spotlight Asset Group, Inc. 220.00%0.08%0.16%Q4 2020Q3 20234
Worth Financial Advisory Group, LLC 440.25%0.27%0.29%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.18%0.30%0.55%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.31%1.48%3.54%Q4 2022Q3 20234
SHINE INVESTMENT ADVISORY SERVICES INC 440.06%0.24%0.38%Q4 2019Q3 20204
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 440.06%0.07%0.09%Q2 2021Q1 20224
Hoxton Planning & Management, LLC 441.06%2.74%5.91%Q4 2022Q3 20234
JSF Financial, LLC 310.08%0.09%0.09%Q3 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.13%0.21%0.35%Q4 2022Q3 20234
Latitude Advisors, LLC 440.36%0.45%0.52%Q2 2021Q1 20224
AdvicePeriod, LLC 440.08%0.10%0.16%Q3 2020Q2 20214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
F3Logic, LLC 310.03%0.04%0.06%Q1 2021Q4 20224
Ameritas Investment Company, LLC 310.00%0.02%0.05%Q1 2020Q3 20214
Syntegra Private Wealth Group, LLC 440.08%0.12%0.20%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.65%0.86%1.39%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.22%1.05%2.06%Q4 2022Q3 20234
Sentinus, LLC 442.42%5.20%8.47%Q3 2022Q2 20234
ERTS Wealth Advisors, LLC 330.03%0.08%0.12%Q4 2018Q2 20193
InterOcean Capital Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q1 20233
Y-Intercept (Hong Kong) Ltd 210.03%0.10%0.18%Q2 2022Q2 20233
COWA, LLC 210.05%0.05%0.06%Q4 2020Q3 20223
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q2 2021Q4 20213
Aprio Wealth Management, LLC 330.06%0.07%0.09%Q1 2023Q3 20233
SVB WEALTH LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Murphy, Middleton, Hinkle & Parker, Inc. 330.18%0.19%0.19%Q1 2023Q3 20233
Fiduciary Planning LLC 330.10%0.11%0.12%Q3 2020Q1 20213
Valeo Financial Advisors, LLC 330.18%0.18%0.19%Q1 2023Q3 20233
Jacobi Capital Management LLC 210.00%0.00%0.00%Q2 2020Q2 20213
Waldron Private Wealth LLC 330.01%0.02%0.02%Q1 2023Q3 20233
LWMG, LLC 330.07%0.12%0.22%Q4 2022Q2 20233
KARLINSKI ANDREW C 330.03%0.08%0.16%Q1 2022Q3 20223
Arjuna Capital 330.02%0.03%0.05%Q2 2021Q4 20213
Fulcrum Equity Management 330.10%0.14%0.17%Q4 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.58%0.87%1.02%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Cornerstone Planning Group LLC 210.30%0.57%0.99%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.03%0.06%0.07%Q1 2023Q3 20233
Accel Wealth Management 330.01%0.01%0.01%Q3 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
LGT Financial Advisors LLC 210.41%0.86%1.36%Q4 2022Q3 20233
HAP Trading, LLC 330.07%0.08%0.09%Q4 2020Q2 20213
Smart Money Group LLC 331.60%3.69%4.85%Q1 2020Q3 20203
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q1 2022Q4 20223
Halpern Financial, Inc. 110.00%0.00%0.00%Q1 2020Q1 20223
NCM Capital Management, LLC 330.92%0.97%1.00%Q1 2022Q3 20223
Hoover Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q1 20233
Resource Planning Group 330.17%0.23%0.30%Q1 2023Q3 20233
Independent Wealth Network Inc. 330.38%0.43%0.48%Q3 2021Q1 20223
WealthSpring Partners, LLC 330.20%1.98%5.39%Q3 2022Q1 20233
PFG Investments, LLC 330.18%0.20%0.21%Q1 2023Q3 20233
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q3 2020Q2 20233
PERSONAL CFO SOLUTIONS, LLC 330.05%0.06%0.06%Q3 2022Q1 20233
Consolidated Portfolio Review Corp 330.06%0.06%0.06%Q1 2023Q3 20233
CHOREO, LLC 330.59%0.82%0.96%Q1 2023Q3 20233
NVWM, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Strategic Wealth Partners, Ltd. 330.09%0.31%0.70%Q3 2022Q1 20233
Bank Julius Baer & Co. Ltd, Zurich 210.00%0.00%0.00%Q1 2021Q4 20213
Fortis Capital Advisors, LLC 210.13%0.16%0.19%Q4 2022Q3 20233
Financial Gravity Asset Management, Inc. 330.01%0.09%0.23%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.05%0.06%0.08%Q1 2022Q3 20223
Root Financial Partners, LLC 330.23%0.27%0.30%Q1 2023Q3 20233
Ruedi Wealth Management, Inc. 330.01%0.02%0.05%Q1 2023Q3 20233
WOLVERINE TRADING, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Pinnacle Advisory Group, Inc. 330.01%0.02%0.02%Q3 2020Q1 20213
CCG WEALTH MANAGEMENT, LLC 330.14%0.52%1.20%Q3 2021Q1 20223
Coppell Advisory Solutions LLC 210.00%0.02%0.07%Q4 2022Q3 20233
VisionPoint Advisory Group, LLC 330.32%0.35%0.39%Q2 2020Q4 20203
Vertex Planning Partners, LLC 330.11%0.92%2.43%Q4 2022Q2 20233
Windham Capital Management, LLC 330.60%0.61%0.62%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Round Table Services, LLC 330.13%0.16%0.18%Q1 2022Q3 20223
MGO ONE SEVEN LLC 210.03%0.12%0.31%Q3 2021Q1 20233
REGENTATLANTIC CAPITAL LLC 330.01%0.03%0.05%Q1 2022Q3 20223
ETRADE Capital Management LLC 330.97%1.88%2.54%Q1 2020Q3 20203
ABLE Financial Group, LLC 330.20%0.24%0.26%Q1 2023Q3 20233
San Luis Wealth Advisors LLC 330.15%0.21%0.32%Q3 2021Q1 20223
1900 WEALTH MANAGEMENT LLC 330.13%0.13%0.13%Q2 2021Q4 20213
Leelyn Smith, LLC 330.01%0.02%0.03%Q2 2022Q4 20223
Empower Advisory Group, LLC 330.35%0.36%0.37%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.10%0.14%0.16%Q4 2021Q2 20223
Vise Technologies, Inc. 330.06%0.07%0.07%Q1 2023Q3 20233
Prospera Financial Services Inc 210.01%0.01%0.01%Q1 2022Q3 20233
CAPITAL ADVISORS INC/OK 210.01%0.01%0.01%Q4 2021Q3 20233
CVA Family Office, LLC 330.01%0.03%0.07%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
SUMITOMO MITSUI FINANCIAL GROUP, INC. 112.08%2.69%3.23%Q2 2022Q3 20233
Bradley & Co. Private Wealth Management, LLC 330.10%0.10%0.11%Q1 2021Q3 20213
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q1 2021Q3 20213
Scott Capital Advisors, LLC 330.63%0.68%0.72%Q1 2023Q3 20233
GoalVest Advisory LLC 110.02%0.04%0.07%Q4 2020Q1 20223
ENZI WEALTH 330.10%0.11%0.11%Q3 2022Q1 20233
FormulaFolio Investments, LLC 330.00%0.13%0.40%Q4 2020Q2 20213
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Hanson & Doremus Investment Management 330.00%0.04%0.06%Q2 2022Q4 20223
Mach-1 Financial Group, LLC 210.04%0.14%0.31%Q2 2022Q1 20233
WC Walker & Associates, Inc. 330.11%0.24%0.31%Q4 2021Q2 20223
BARINGS LLC 330.17%0.71%1.12%Q2 2021Q4 20213
PGIM Custom Harvest LLC 330.01%0.01%0.01%Q1 2023Q3 20233
O'Brien Wealth Partners LLC 330.14%0.31%0.46%Q2 2022Q4 20223
Burleson & Company, LLC 210.01%0.03%0.05%Q2 2021Q4 20223
Advisor Resource Council 220.02%0.05%0.08%Q3 2021Q4 20212
WRAPMANAGER INC 220.07%0.07%0.07%Q1 2021Q2 20212
Inscription Capital, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Epic Trust Investment Advisors, LLC 220.34%0.39%0.45%Q4 2021Q1 20222
Stratos Investment Management, LLC 110.04%0.21%0.37%Q3 2021Q1 20222
PATHSTONE FAMILY OFFICE, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Stelac Advisory Services LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Investment Research & Advisory Group, Inc. 220.05%0.06%0.08%Q2 2023Q3 20232
SG Americas Securities, LLC 110.00%0.02%0.04%Q4 2021Q2 20232
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Headlands Technologies LLC 110.00%0.01%0.02%Q4 2022Q3 20232
Clean Yield Group 110.01%0.02%0.02%Q4 2020Q1 20222
Derbend Asset Management 220.26%0.26%0.26%Q4 2021Q1 20222
KADENSA CAPITAL Ltd 221.03%1.05%1.06%Q1 2020Q2 20202
Icon Wealth Advisors, LLC 225.21%5.43%5.66%Q3 2022Q4 20222
Metis Global Partners, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Regis Management CO LLC 220.05%0.05%0.05%Q2 2022Q3 20222
Scissortail Wealth Management, LLC 111.83%2.50%3.17%Q1 2022Q3 20222
WCG Wealth Advisors LLC 220.25%0.33%0.40%Q2 2023Q3 20232
REGATTA CAPITAL GROUP, LLC 220.14%0.14%0.14%Q4 2022Q1 20232
Future Financial Wealth Managment LLC 220.02%0.03%0.03%Q4 2021Q1 20222
HM PAYSON & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Tuttle Capital Management, LLC 220.92%1.10%1.29%Q4 2020Q1 20212
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 220.08%0.41%0.75%Q2 2022Q3 20222
ATTICUS WEALTH MANAGEMENT, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
MBM Wealth Consultants, LLC 220.00%0.03%0.05%Q4 2022Q1 20232
Brewster Financial Planning LLC 220.54%0.55%0.56%Q2 2023Q3 20232
Haverford Trust Co 110.00%0.00%0.00%Q1 2022Q3 20232
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
Single Point Partners, LLC 220.05%0.17%0.29%Q2 2023Q3 20232
Princeton Global Asset Management LLC 220.54%0.76%0.99%Q1 2020Q2 20202
Fort Point Capital Partners LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Morningstar Investment Services LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Blueprint Investment Partners LLC 220.03%0.17%0.31%Q2 2022Q3 20222
VICUS CAPITAL 220.07%0.08%0.09%Q1 2020Q2 20202
Integrity Advisory, LLC 220.42%0.71%1.01%Q1 2022Q2 20222
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
Firestone Capital Management 220.01%0.01%0.01%Q2 2021Q3 20212
Watermark Asset Management, Inc. 220.02%0.04%0.06%Q3 2018Q4 20182
Orin Green Financial, LLC 220.11%0.22%0.33%Q2 2023Q3 20232
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q4 20232
Cardinal Point Wealth Management Partners, LLC 220.14%0.14%0.14%Q2 2022Q3 20222
Herold Advisors, Inc. 110.05%0.05%0.06%Q3 2021Q1 20222
Claraphi Advisory Network, LLC 220.09%0.11%0.13%Q1 2021Q2 20212
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2021Q4 20212
Crabel Capital Management, LLC 110.04%0.08%0.12%Q4 2021Q2 20232
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Lenox Wealth Management, Inc. 220.04%0.05%0.06%Q1 2020Q2 20202
BOURGEON CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Axim Planning & Wealth 220.00%0.02%0.05%Q2 2022Q3 20222
Renasant Bank 220.42%0.49%0.56%Q3 2022Q4 20222
FLAGSTAR ADVISORS INC 110.03%0.03%0.04%Q3 2021Q3 20222
Lenox Wealth Advisors, LLC 110.00%0.00%0.01%Q1 2021Q1 20222
PINNACLE ASSOCIATES LTD 220.00%0.00%0.00%Q4 2021Q1 20222
Better Money Decisions, LLC 110.00%0.01%0.02%Q3 2021Q2 20222
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2021Q1 20232
QCM Cayman, Ltd. 220.21%0.49%0.77%Q4 2020Q1 20212
Lee Financial Co 220.04%0.04%0.05%Q4 2022Q1 20232
Alpha Omega Wealth Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
TORONTO DOMINION BANK 220.02%0.02%0.02%Q2 2023Q3 20232
Certus Wealth Management, LLC 223.12%3.20%3.29%Q2 2023Q3 20232
Keel Point, LLC 110.04%0.05%0.06%Q1 2022Q3 20232
Authentikos Wealth Advisory, LLC 110.00%0.16%0.32%Q1 2023Q3 20232
BOKF, NA 110.00%0.00%0.01%Q2 2022Q2 20232
Obsidian Personal Planning Solutions LLC 220.18%0.24%0.30%Q2 2023Q3 20232
NorthCoast Asset Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Oxler Private Wealth LLC 220.03%0.04%0.06%Q2 2022Q3 20222
FULTON BANK, N.A. 220.03%0.03%0.03%Q2 2022Q3 20222
CI INVESTMENTS INC. 220.00%0.00%0.00%Q2 2023Q3 20232
SMITH SHELLNUT WILSON LLC /ADV 220.01%0.01%0.01%Q2 2021Q3 20212
Maxim Capital Management LLC 220.38%0.43%0.48%Q1 2020Q2 20202
Wagner Wealth Management, LLC 220.02%0.02%0.03%Q2 2022Q3 20222
D. SCOTT NEAL, INC. 220.28%0.29%0.30%Q2 2023Q3 20232
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Amundi 220.00%0.00%0.00%Q4 2021Q1 20222
Bison Wealth, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
AlphaMark Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Zurich Insurance Group Ltd/FI 220.01%0.01%0.01%Q1 2022Q2 20222
JD Financial Services Inc. 220.26%0.44%0.62%Q4 2020Q1 20212
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Connectus Wealth, LLC 110.01%0.01%0.01%Q1 2022Q2 20232
Jefferies Group LLC 220.00%0.00%0.00%Q2 2022Q3 20222
LEO BROKERAGE, LLC 220.21%0.24%0.26%Q1 2023Q2 20232
ORG Partners LLC 220.01%0.35%0.68%Q2 2023Q3 20232
COMERICA BANK 110.00%0.01%0.01%Q1 2022Q3 20232
Commonwealth Financial Services, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Cordant, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cobblestone Asset Management LLC 111.32%1.32%1.32%Q3 2023Q3 20231
Golden State Equity Partners 110.09%0.09%0.09%Q2 2021Q2 20211
Bleakley Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
TimeScale Financial, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Crumly & Associates Inc. 110.09%0.09%0.09%Q1 2023Q1 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sage Mountain Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
IFS Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Carroll Financial Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.03%0.03%0.03%Q1 2023Q1 20231
ASPIRIANT, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
GYL FINANCIAL SYNERGIES, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Plan Group Financial, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Varma Mutual Pension Insurance Co 111.04%1.04%1.04%Q3 2023Q3 20231
Ipsen Advisor Group LLC 112.74%2.74%2.74%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
All Season Financial Advisors, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.15%0.15%0.15%Q4 2021Q4 20211
Castle Financial & Retirement Planning Associates, Inc. 116.07%6.07%6.07%Q4 2021Q4 20211
West Branch Capital LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MGO Private Wealth, LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Onyx Bridge Wealth Group LLC 110.11%0.11%0.11%Q1 2021Q1 20211
AlphaStar Capital Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Nalls Sherbakoff Group, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
First Citizens Asset Management, Inc. 110.77%0.77%0.77%Q4 2022Q4 20221
Clifford Group, LLC 1112.70%12.70%12.70%Q4 2022Q4 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Leverty Financial Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Regis Acquisition Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Pinnacle Bancorp, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
Urban Wealth Management, LLC 110.62%0.62%0.62%Q2 2022Q2 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
First Pacific Financial 110.00%0.00%0.00%Q3 2023Q3 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SPC Financial, Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Ergoteles LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Aquire Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Consilium Wealth Advisory, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BSW Wealth Partners 110.68%0.68%0.68%Q4 2018Q4 20181
RETIREMENT INCOME SOLUTIONS, INC 110.16%0.16%0.16%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Compass Ion Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Karp Capital Management Corp 110.14%0.14%0.14%Q3 2022Q3 20221
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Canvas Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Transparent Wealth Partners LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Janney Capital Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
MOLLER WEALTH PARTNERS 110.06%0.06%0.06%Q2 2023Q2 20231
Vontobel Holding Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
McIlrath & Eck, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Clarfeld Financial Advisors, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Octavia Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Lansing Street Advisors 110.02%0.02%0.02%Q1 2022Q1 20221
Coco Enterprises, LLC 114.24%4.24%4.24%Q2 2021Q2 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.33%0.33%0.33%Q1 2020Q1 20201
FIRST HAWAIIAN BANK 110.15%0.15%0.15%Q2 2023Q2 20231
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 111.54%1.54%1.54%Q3 2023Q3 20231
Meridian Financial Partners LLC 110.12%0.12%0.12%Q2 2023Q2 20231
KICKSTAND VENTURES, LLC. 110.77%0.77%0.77%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
M Holdings Securities, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Affiance Financial, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Covington Capital Management 110.03%0.03%0.03%Q2 2021Q2 20211
My Personal CFO, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
THEORY FINANCIAL LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
STUDIO INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Argent Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Orgel Wealth Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Leicht Financial Planning & Wealth Management, Inc. 114.18%4.18%4.18%Q1 2020Q1 20201
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
QUEST CAPITAL MANAGEMENT INC /ADV 110.31%0.31%0.31%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Soundwatch Capital LLC 112.57%2.57%2.57%Q3 2022Q3 20221
Glassy Mountain Advisors, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Brightworth 110.03%0.03%0.03%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Inspire Investing, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Premia Global Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
GFS Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Operose Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Boulder Wealth Advisors, LLC 1110.70%10.70%10.70%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.79%0.79%0.79%Q3 2023Q3 20231
Shore Point Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Northstar Advisory Group, LLC 1110.78%10.78%10.78%Q3 2021Q3 20211
Glassman Wealth Services 110.00%0.00%0.00%Q2 2023Q2 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q3 2021Q3 20211
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
DSM CAPITAL PARTNERS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Point Investment Advisors, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Paloma Partners Management Co 110.05%0.05%0.05%Q2 2020Q2 20201
MCDONALD PARTNERS LLC 110.69%0.69%0.69%Q4 2021Q4 20211
Kure Advisory, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Evergreen Wealth Solutions, LLC 110.30%0.30%0.30%Q1 2023Q1 20231
Balentine LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Benedetti & Gucer, Inc. 110.19%0.19%0.19%Q1 2021Q1 20211
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q4 2020Q4 20201
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Anfield Capital Management, LLC 110.47%0.47%0.47%Q4 2019Q4 20191
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Verition Fund Management LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Sandy Spring Bank 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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