J P MORGAN EXCHANGE-TRADED F shareholder history

Current and past J P MORGAN EXCHANGE-TRADED F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
JPMORGAN CHASE & CO 26260.00%0.03%0.12%Q2 2017Q3 202326
HighTower Advisors, LLC 24240.00%0.06%0.14%Q4 2017Q3 202324
UBS Group AG 2220.00%0.11%0.23%Q3 2017Q3 202324
Private Advisor Group, LLC 23230.00%0.19%0.46%Q1 2018Q3 202324
BANK OF AMERICA CORP /DE/ 24240.00%0.08%0.13%Q4 2017Q3 202324
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.05%0.12%Q1 2019Q3 202324
Ancora Advisors LLC 24240.01%1.24%1.92%Q4 2017Q3 202324
Lowe Wealth Advisors, LLC 24240.62%3.54%5.96%Q1 2018Q4 202324
LexAurum Advisors, LLC 24240.40%3.41%6.42%Q4 2017Q3 202324
APPLETON PARTNERS INC/MA 24240.65%3.53%5.90%Q1 2018Q4 202324
Cetera Advisors LLC 23230.01%0.34%0.98%Q1 2018Q3 202323
Horan Capital Advisors, LLC. 23232.62%5.46%8.58%Q1 2018Q3 202323
TIEMANN INVESTMENT ADVISORS, LLC 23230.21%1.86%3.48%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 23230.02%0.19%0.49%Q1 2018Q3 202323
Parkside Investments, LLC 23230.70%1.70%4.53%Q1 2018Q3 202323
Mutual Advisors, LLC 23230.14%0.34%0.57%Q1 2018Q3 202323
ROYAL BANK OF CANADA 23230.00%0.03%0.06%Q1 2018Q3 202323
Windsor Capital Management, LLC 23230.16%1.79%2.50%Q1 2018Q3 202323
MORGAN STANLEY 23230.00%0.17%0.33%Q1 2018Q3 202323
Roof Eidam Maycock Peralta, LLC 23230.95%6.28%14.27%Q1 2018Q3 202323
RAYMOND JAMES & ASSOCIATES 23230.01%0.09%0.14%Q1 2018Q3 202323
Atria Investments, Inc 2030.01%0.14%0.78%Q4 2017Q3 202323
FIFTH THIRD BANCORP 23230.00%0.21%0.55%Q1 2018Q3 202323
Prospera Financial Services Inc 23230.01%0.20%1.27%Q1 2018Q3 202323
Alpha Omega Wealth Management LLC 23230.01%3.79%8.24%Q1 2018Q3 202323
SYNOVUS FINANCIAL CORP 23230.00%0.17%0.32%Q1 2018Q3 202323
OneDigital Investment Advisors LLC 23230.01%0.61%1.12%Q1 2018Q3 202323
Cambridge Investment Research Advisors, Inc. 23230.00%0.31%0.66%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.01%0.32%0.68%Q1 2018Q3 202323
LPL Financial LLC 23230.00%0.17%0.40%Q1 2018Q3 202323
Main Management LLC 23230.05%1.25%6.00%Q1 2018Q3 202323
Continuum Advisory, LLC 22220.22%1.18%2.79%Q2 2018Q3 202322
IFP Advisors, Inc 1710.02%0.32%0.77%Q1 2016Q3 202322
NOVARE CAPITAL MANAGEMENT LLC 22220.29%1.13%1.93%Q2 2018Q3 202322
Texas Yale Capital Corp. 22220.42%0.99%1.43%Q2 2018Q3 202322
Avestar Capital, LLC 22220.00%1.85%5.40%Q2 2018Q3 202322
Sterling Investment Advisors, Ltd. 22220.14%2.01%4.38%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.00%0.12%0.33%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.32%1.73%2.64%Q2 2018Q3 202322
Sand Hill Global Advisors, LLC 22220.20%0.75%1.40%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.00%0.01%Q2 2018Q3 202322
WEALTHSOURCE PARTNERS, LLC 22220.06%0.45%1.30%Q2 2018Q3 202322
AE Wealth Management LLC 22220.09%0.46%0.78%Q2 2018Q3 202322
Gratus Capital, LLC 22220.05%0.79%1.80%Q2 2018Q3 202322
STEPHENS INC /AR/ 22220.01%0.64%1.58%Q2 2018Q3 202322
Sanctuary Wealth Management, L.L.C. 1910.39%10.76%69.62%Q1 2010Q3 202322
Legacy Private Trust Co. 22220.47%1.13%1.90%Q2 2018Q3 202322
Johnson Financial Group, Inc. 1750.02%0.03%0.08%Q1 2018Q3 202322
Cornerstone Advisory, LLC 22222.75%4.90%7.38%Q2 2018Q3 202322
Northwest Capital Management Inc 22220.39%3.78%8.27%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.08%0.13%Q2 2018Q3 202322
Allworth Financial LP 22220.23%3.62%10.77%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.06%0.18%0.29%Q2 2018Q3 202322
Financial Advocates Investment Management 22220.07%0.41%0.96%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.01%0.05%0.10%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.00%0.19%0.47%Q2 2018Q3 202322
Parallel Advisors, LLC 22220.00%0.07%0.29%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.02%0.77%1.79%Q2 2018Q3 202322
Global Trust Asset Management, LLC 22220.01%0.32%1.53%Q2 2018Q3 202322
JNBA Financial Advisors 22220.03%1.40%2.99%Q2 2018Q3 202322
Evensky & Katz LLC 22220.00%1.99%2.79%Q2 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.05%1.02%3.60%Q2 2018Q3 202322
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22220.03%1.37%3.23%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.02%0.05%0.08%Q2 2018Q3 202322
Glovista Investments LLC 2010.18%2.98%9.04%Q2 2018Q3 202321
MML INVESTORS SERVICES, LLC 21210.03%0.21%0.52%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 21210.03%0.12%0.49%Q3 2018Q3 202321
BFSG, LLC 21210.41%1.13%2.31%Q3 2018Q3 202321
TERRIL BROTHERS, INC. 21210.10%3.33%14.77%Q3 2018Q3 202321
ALBION FINANCIAL GROUP /UT 11100.06%1.69%2.48%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.16%1.39%Q3 2018Q3 202321
WEATHERLY ASSET MANAGEMENT L. P. 21210.17%1.81%2.78%Q3 2018Q3 202321
BLB&B Advisors, LLC 21210.05%0.34%0.66%Q3 2018Q3 202321
EVERMAY WEALTH MANAGEMENT LLC 21211.14%9.17%12.78%Q3 2018Q3 202321
Tradewinds Capital Management, LLC 21210.02%0.80%2.67%Q3 2018Q3 202321
CWM, LLC 1380.03%0.08%0.25%Q2 2018Q3 202321
Baird Financial Group, Inc. 21210.00%0.01%0.04%Q3 2018Q3 202321
NewEdge Advisors, LLC 21210.03%0.08%0.19%Q3 2018Q3 202321
AllSquare Wealth Management LLC 21210.04%0.25%0.95%Q3 2018Q3 202321
FMR LLC 21210.01%0.05%0.10%Q3 2018Q3 202321
Gradient Capital Advisors, LLC 21210.83%3.79%6.96%Q3 2018Q3 202321
Dakota Wealth Management 1470.31%0.69%1.08%Q2 2018Q3 202321
Integrated Wealth Concepts LLC 21210.01%0.19%0.82%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.03%0.08%0.18%Q3 2018Q3 202321
Acorn Wealth Advisors, LLC 21211.14%3.68%6.32%Q3 2018Q3 202321
Vantage Financial Partners Ltd., Inc. 21210.19%1.52%3.57%Q3 2018Q3 202321
Snowden Capital Advisors LLC 1380.01%0.10%0.32%Q2 2018Q3 202321
Abbrea Capital, LLC 21210.68%4.04%6.66%Q3 2018Q3 202321
Sandy Spring Bank 21210.00%0.18%0.49%Q3 2018Q3 202321
Arcus Capital Partners, LLC 21210.70%6.50%23.66%Q3 2018Q3 202321
SHEETS SMITH WEALTH MANAGEMENT 21210.08%0.24%0.44%Q3 2018Q3 202321
REDW Wealth LLC 21212.40%20.97%36.83%Q3 2018Q3 202321
Blue Chip Partners, LLC 21210.17%0.71%4.95%Q3 2018Q3 202321
TD Capital Management LLC 21210.01%0.06%0.17%Q3 2018Q3 202321
Cornerstone Management, Inc. 21217.14%14.92%21.52%Q3 2018Q3 202321
IMS Capital Management 2010.20%2.70%5.21%Q2 2018Q3 202321
FOSTER & MOTLEY INC 2010.04%1.36%4.72%Q2 2018Q3 202321
Cetera Advisor Networks LLC 21210.01%0.43%0.85%Q3 2018Q3 202321
First Horizon Advisors, Inc. 21210.01%0.09%0.21%Q3 2018Q3 202321
Oxbow Advisors, LLC 21210.13%0.86%2.25%Q3 2018Q3 202321
SAGE FINANCIAL GROUP INC 21210.19%2.96%11.12%Q3 2018Q3 202321
CFO4Life Group, LLC 21210.16%0.70%1.06%Q3 2018Q3 202321
Venturi Wealth Management, LLC 1290.05%0.39%1.48%Q2 2018Q3 202321
SIGNATUREFD, LLC 21210.00%5.03%16.23%Q3 2018Q3 202321
MONECO Advisors, LLC 20200.23%0.82%2.25%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.07%0.33%Q4 2018Q3 202320
American Money Management, LLC 20200.58%1.34%1.95%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.31%1.52%3.05%Q4 2018Q3 202320
Next Capital Management LLC 20200.48%4.19%13.26%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.07%1.42%2.42%Q4 2018Q3 202320
BEACON INVESTMENT ADVISORY SERVICES, INC. 20200.06%1.47%2.26%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.04%0.17%0.36%Q4 2018Q3 202320
Sargent Investment Group, LLC 20201.30%1.77%2.95%Q4 2018Q3 202320
Krilogy Financial LLC 1910.03%0.51%2.22%Q3 2018Q3 202320
Affiance Financial, LLC 20200.12%1.72%3.77%Q4 2018Q3 202320
QUADRANT CAPITAL GROUP LLC 20202.30%5.70%9.30%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%1.85%6.54%Q4 2018Q3 202320
Klingman & Associates, LLC 20200.21%4.55%14.45%Q4 2018Q3 202320
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 20200.05%1.05%1.94%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 1820.01%0.08%0.57%Q3 2018Q3 202320
Biechele Royce Advisors 1370.09%0.17%0.24%Q2 2018Q3 202320
Global Retirement Partners, LLC 1370.00%0.19%0.42%Q3 2018Q3 202320
Chesley Taft & Associates LLC 20200.02%0.11%0.20%Q4 2018Q3 202320
CENTAURUS FINANCIAL, INC. 1550.02%0.21%0.69%Q3 2018Q3 202320
FLAGSHIP HARBOR ADVISORS, LLC 20200.01%0.35%2.27%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 20200.04%0.08%0.21%Q4 2018Q3 202320
CX Institutional 20200.00%0.48%1.26%Q4 2018Q3 202320
Tarbox Family Office, Inc. 20200.06%0.66%1.74%Q4 2018Q3 202320
AJ WEALTH STRATEGIES, LLC 20200.24%2.14%6.63%Q3 2018Q2 202320
Allen Capital Group, LLC 1731.08%6.11%10.68%Q3 2018Q3 202320
Wealthcare Advisory Partners LLC 20200.02%0.07%0.15%Q4 2018Q3 202320
Avantax Planning Partners, Inc. 1190.00%0.03%0.06%Q3 2018Q3 202320
Capital Planning Advisors, LLC 20200.08%1.26%4.91%Q4 2018Q3 202320
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 20200.02%0.45%3.43%Q4 2018Q3 202320
Strategic Wealth Partners, Ltd. 20200.11%0.50%2.00%Q2 2018Q1 202320
ASSETMARK, INC 20200.00%0.34%2.13%Q4 2018Q3 202320
FCA CORP /TX 20200.22%0.61%0.97%Q4 2018Q3 202320
Advisory Services Network, LLC 20200.01%0.12%0.28%Q4 2018Q3 202320
WEBSTER BANK, N. A. 20200.09%1.75%4.48%Q4 2018Q3 202320
CAPTRUST FINANCIAL ADVISORS 1460.00%0.29%1.01%Q2 2018Q3 202320
Windsor Wealth Management, Inc. 1550.04%0.11%0.24%Q3 2018Q3 202320
M&R CAPITAL MANAGEMENT INC 20200.08%2.53%3.96%Q1 2019Q4 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.07%0.33%1.17%Q4 2018Q3 202320
Moors & Cabot, Inc. 20200.02%0.17%0.36%Q2 2018Q1 202320
Compass Financial Group, Inc. 20204.78%7.81%13.79%Q4 2018Q3 202320
Archer Investment Corp 20200.05%4.26%6.98%Q4 2018Q3 202320
New England Private Wealth Advisors LLC 20200.09%0.19%0.46%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.16%0.48%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.01%0.22%0.46%Q4 2018Q3 202320
FIRST NATIONAL TRUST CO 20200.26%0.57%1.23%Q4 2018Q3 202320
V Wealth Advisors LLC 20200.14%0.62%1.56%Q3 2018Q2 202320
INSIGHT 2811, INC. 20200.89%1.27%1.70%Q4 2018Q3 202320
RVW Wealth, LLC 20200.09%2.05%6.89%Q1 2019Q4 202320
Lido Advisors, LLC 20200.04%0.13%0.36%Q4 2018Q3 202320
Advocacy Wealth Management Services, LLC 19190.43%1.32%5.88%Q1 2019Q3 202319
CAPITAL MANAGEMENT CORP /VA 19190.14%0.55%1.15%Q1 2019Q3 202319
Aptus Capital Advisors, LLC 19190.03%0.19%0.71%Q1 2019Q3 202319
Mascoma Wealth Management LLC 1274.56%7.95%10.04%Q1 2018Q3 202319
CHATHAM CAPITAL GROUP, INC. 19190.31%1.35%2.32%Q1 2019Q3 202319
Chicago Partners Investment Group LLC 19190.14%0.51%1.31%Q1 2019Q3 202319
Stratos Investment Management, LLC 19190.05%0.33%0.93%Q1 2019Q3 202319
Peterson Wealth Advisors, LLC 19196.22%7.28%8.93%Q1 2019Q3 202319
StrategIQ Financial Group, LLC 19191.32%2.33%4.17%Q1 2019Q3 202319
Realta Investment Advisors 19190.04%0.23%0.51%Q1 2019Q3 202319
LINCOLN NATIONAL CORP 19190.10%0.36%0.76%Q1 2019Q3 202319
Sage Advisory Services, Ltd.Co. 19190.28%3.13%4.79%Q1 2019Q3 202319
IHT Wealth Management, LLC 19190.03%0.11%1.13%Q1 2019Q3 202319
BROOKS, MOORE & ASSOCIATES, INC. 19190.53%1.96%3.17%Q1 2019Q3 202319
Cedar Brook Financial Partners, LLC 1270.07%0.15%0.25%Q4 2018Q3 202319
Simplicity Solutions, LLC 1420.03%0.46%1.26%Q4 2017Q3 202319
Sigma Planning Corp 19190.05%0.23%0.66%Q1 2019Q3 202319
DFPG INVESTMENTS, LLC 19190.13%1.01%3.12%Q1 2019Q3 202319
DAVENPORT & Co LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Eldridge Investment Advisors, Inc. 19190.18%0.70%1.24%Q3 2018Q1 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.07%0.53%1.64%Q1 2019Q3 202319
OPPENHEIMER & CO INC 19190.02%0.06%0.17%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.04%0.09%Q1 2019Q3 202319
Cooper Financial Group 19190.42%1.42%3.76%Q1 2019Q3 202319
Almanack Investment Partners, LLC. 19190.14%1.17%2.10%Q1 2019Q3 202319
IFG Advisory, LLC 19190.37%0.80%1.35%Q1 2019Q3 202319
Greenwich Wealth Management LLC 19190.05%0.43%0.86%Q1 2019Q3 202319
Nikulski Financial, Inc. 1810.51%0.96%2.27%Q2 2018Q3 202319
Sowell Financial Services LLC 1720.57%2.54%6.00%Q4 2018Q3 202319
Bogart Wealth, LLC 19190.00%0.38%6.92%Q1 2019Q3 202319
Financial Enhancement Group LLC 19190.02%0.27%0.96%Q1 2019Q3 202319
Spectrum Management Group, LLC 18180.01%0.27%0.83%Q2 2018Q3 202218
NVWM, LLC 18180.18%1.25%2.18%Q2 2019Q3 202318
CreativeOne Wealth, LLC 1620.02%0.36%1.36%Q4 2018Q3 202318
Gladstone Institutional Advisory LLC 18180.02%0.22%0.37%Q2 2019Q3 202318
ACCESS FINANCIAL SERVICES, INC. 18180.30%1.75%7.17%Q2 2019Q3 202318
UMB Bank, n.a. 18180.01%0.34%1.21%Q2 2019Q3 202318
EP Wealth Advisors, LLC 18180.04%0.29%1.35%Q2 2019Q3 202318
Q3 Asset Management 18180.10%0.38%1.23%Q3 2018Q4 202218
Geneos Wealth Management Inc. 1620.00%0.33%1.20%Q4 2018Q3 202318
Castle Rock Wealth Management, LLC 18180.13%0.77%1.94%Q2 2019Q3 202318
WEDBUSH SECURITIES INC 1620.02%0.07%0.14%Q1 2019Q3 202318
HOLDERNESS INVESTMENTS CO 1350.48%1.42%2.22%Q4 2018Q3 202318
Kendall Capital Management 18181.83%3.58%5.78%Q2 2019Q3 202318
GREENWOOD GEARHART INC 18182.90%4.35%6.60%Q2 2019Q3 202318
Colorado Capital Management, Inc. 18180.32%0.83%1.32%Q1 2018Q2 202218
Cornerstone Wealth Group, LLC 1440.04%0.10%0.21%Q1 2019Q3 202318
Transform Wealth, LLC 18180.08%1.50%14.91%Q2 2019Q3 202318
Glenview Trust Co 1710.01%0.03%0.12%Q4 2017Q3 202318
SlateStone Wealth, LLC 18180.07%0.53%1.48%Q2 2019Q3 202318
MILLENNIUM MANAGEMENT LLC 730.00%0.01%0.02%Q2 2018Q3 202318
FRG Family Wealth Advisors LLC 18180.62%5.29%8.76%Q2 2019Q3 202318
Bartlett & Co. LLC 1620.00%0.11%0.18%Q2 2019Q4 202318
Savant Capital, LLC 18180.03%0.32%0.98%Q2 2019Q3 202318
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1350.03%0.04%0.06%Q1 2019Q3 202318
Aull & Monroe Investment Management Corp 18180.22%0.37%0.65%Q2 2019Q3 202318
Essex Financial Services, Inc. 18180.07%0.37%0.95%Q2 2019Q3 202318
JANE STREET GROUP, LLC 610.00%0.03%0.11%Q3 2017Q3 202318
EVERGREEN CAPITAL MANAGEMENT LLC 18180.02%0.52%1.98%Q2 2018Q3 202218
Braun-Bostich & Associates Inc. 1260.52%3.30%9.01%Q4 2018Q2 202318
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 18180.04%2.38%3.67%Q2 2019Q3 202318
PEAPACK GLADSTONE FINANCIAL CORP 17170.04%0.36%0.50%Q3 2019Q3 202317
Smart Portfolios, LLC 1346.31%10.13%16.42%Q2 2019Q3 202317
Nepsis Inc. 17170.60%1.31%4.98%Q3 2019Q3 202317
TORONTO DOMINION BANK 1430.00%0.00%0.00%Q3 2018Q4 202217
Hilltop Holdings Inc. 1340.09%0.90%3.07%Q1 2019Q3 202317
Fort Point Capital Partners LLC 920.03%0.56%3.31%Q3 2018Q3 202317
US BANCORP \DE\ 1430.00%0.00%0.01%Q4 2018Q3 202317
Prime Capital Investment Advisors, LLC 1610.03%0.26%0.52%Q4 2018Q3 202317
CALTON & ASSOCIATES, INC. 1610.06%0.17%0.43%Q1 2019Q3 202317
SCOTIA CAPITAL INC. 1430.01%0.08%0.19%Q1 2019Q3 202317
Semmax Financial Advisors Inc. 1610.01%0.03%0.20%Q1 2019Q3 202317
Family Management Corp 17170.22%1.77%4.04%Q3 2019Q3 202317
LEVEL FOUR ADVISORY SERVICES, LLC 1520.02%0.07%0.34%Q2 2018Q3 202317
PNC FINANCIAL SERVICES GROUP, INC. 1010.00%0.00%0.00%Q1 2019Q3 202317
Cetera Investment Advisers 17170.03%0.31%1.54%Q3 2019Q3 202317
Financial Advisory Group 1250.20%0.89%1.96%Q4 2018Q3 202317
Acorns Advisers, LLC 17170.54%0.81%1.48%Q3 2019Q3 202317
SignalPoint Asset Management, LLC 17170.44%0.67%1.01%Q3 2019Q3 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.04%0.42%0.81%Q4 2018Q3 202317
Elmwood Wealth Management, Inc. 811.04%3.95%5.27%Q3 2018Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.09%1.22%3.94%Q4 2018Q4 202317
Aries Wealth Management 1160.28%1.00%1.65%Q2 2019Q3 202317
Baker Avenue Asset Management, LP 1610.00%0.27%1.22%Q4 2018Q3 202317
NOESIS CAPITAL MANGEMENT CORP 17171.30%2.00%3.11%Q3 2019Q3 202317
Bristlecone Advisors, LLC 17170.60%1.32%2.10%Q3 2019Q3 202317
Perennial Investment Advisors, LLC 16160.24%0.65%1.49%Q4 2019Q3 202316
Paragon Advisors, LLC 16160.30%3.41%14.46%Q4 2019Q3 202316
Creative Planning 1330.00%0.00%0.01%Q2 2019Q3 202316
Americana Partners, LLC 16160.13%0.57%2.22%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1510.00%0.11%0.29%Q3 2019Q3 202316
Tortoise Investment Management, LLC 16160.01%0.84%3.05%Q1 2019Q4 202216
Sloy Dahl & Holst, LLC 16160.23%0.41%0.89%Q4 2019Q3 202316
MISSION WEALTH MANAGEMENT, LP 16160.06%0.27%0.93%Q4 2019Q3 202316
Frisch Financial Group, Inc. 16160.14%6.25%25.87%Q4 2019Q3 202316
CPWM, LLC 16160.37%0.98%1.52%Q4 2018Q3 202216
Clarity Wealth Advisors, LLC 16160.13%0.28%0.64%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.03%0.05%Q4 2019Q3 202316
USAdvisors Wealth Management, LLC 16160.45%1.61%2.93%Q4 2019Q3 202316
FDx Advisors, Inc. 16160.03%0.27%0.51%Q4 2019Q3 202316
Glassman Wealth Services 1510.00%2.12%4.38%Q2 2019Q2 202316
SkyOak Wealth, LLC 16160.20%3.42%4.81%Q4 2019Q3 202316
VALLEY NATIONAL ADVISERS INC 16160.00%3.31%7.35%Q4 2019Q3 202316
Arbor Investment Advisors, LLC 16160.15%2.30%3.93%Q4 2019Q3 202316
Winfield Associates, Inc. 16160.68%1.30%1.80%Q2 2018Q1 202216
Beacon Financial Advisory LLC 16160.36%1.69%3.29%Q4 2019Q3 202316
Linscomb & Williams, Inc. 16160.03%0.17%0.34%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.40%1.08%1.80%Q4 2019Q3 202316
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.01%Q3 2019Q3 202316
John W. Brooker & Co., CPAs 16165.59%10.32%15.35%Q4 2019Q3 202316
Financial Strategies Group, Inc. 16160.10%0.98%2.98%Q4 2019Q3 202316
NOTTINGHAM ADVISORS, INC. 1420.04%1.76%4.24%Q3 2018Q3 202316
Mariner, LLC 1510.00%0.04%0.15%Q2 2019Q3 202316
Delta Investment Management, LLC 16160.18%0.44%0.86%Q4 2019Q3 202316
MGO ONE SEVEN LLC 16160.07%0.47%1.20%Q4 2019Q3 202316
Titus Wealth Management 1510.10%0.22%0.31%Q2 2018Q2 202216
Ascension Capital Advisors, Inc. 16160.46%0.96%3.22%Q4 2019Q3 202316
Perennial Advisors, LLC 16160.91%1.86%2.53%Q4 2019Q3 202316
Bank of New York Mellon Corp 910.00%0.00%0.01%Q2 2019Q3 202316
Summit Asset Management, LLC 16160.06%0.08%0.15%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16162.36%5.94%14.26%Q4 2019Q3 202316
Anfield Capital Management, LLC 16160.11%1.40%4.96%Q4 2019Q3 202316
StrongBox Wealth, LLC 16163.07%6.79%10.25%Q1 2020Q4 202316
Nelson Capital Management, LLC 16160.36%4.43%8.18%Q4 2019Q3 202316
Indie Asset Partners, LLC 16160.27%0.80%2.18%Q4 2019Q3 202316
Gerber Kawasaki Wealth & Investment Management 16160.01%0.71%1.74%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.11%0.30%Q4 2019Q3 202316
American Portfolios Advisors 16160.00%0.03%0.21%Q4 2018Q3 202216
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1510.05%0.12%0.22%Q1 2019Q3 202316
Mendel Money Management 1420.21%0.43%0.83%Q3 2019Q3 202316
MARSHALL FINANCIAL GROUP INC /ADV 16160.13%0.22%0.32%Q2 2019Q1 202316
Carroll Financial Associates, Inc. 16160.01%0.16%0.62%Q1 2018Q4 202116
Avondale Wealth Management 15150.28%2.14%11.21%Q4 2018Q2 202215
B. Riley Wealth Advisors, Inc. 870.01%0.08%0.22%Q1 2019Q3 202315
Aprio Wealth Management, LLC 1050.27%1.78%5.03%Q4 2019Q3 202315
Concorde Asset Management, LLC 1410.21%0.40%1.04%Q4 2017Q3 202315
Jaffetilchin Investment Partners, LLC 960.39%2.72%11.71%Q4 2018Q3 202315
Cambridge Advisors Inc. 15150.14%0.37%0.74%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1414.40%6.31%7.49%Q4 2019Q3 202315
Betterment LLC 15150.44%0.62%0.74%Q1 2020Q3 202315
J.W. COLE ADVISORS, INC. 870.09%0.66%2.72%Q4 2019Q3 202315
Csenge Advisory Group 1410.04%0.12%0.35%Q4 2018Q3 202315
J. W. Coons Advisors, LLC 15150.24%1.35%2.78%Q1 2020Q3 202315
Meridian Financial Partners LLC 15157.52%11.06%18.17%Q1 2020Q3 202315
Callan Capital, LLC 15150.04%0.15%0.42%Q1 2020Q3 202315
BRYN MAWR TRUST Co 15150.94%1.24%1.80%Q1 2020Q3 202315
Quaker Wealth Management, LLC 960.16%4.23%16.91%Q4 2019Q3 202315
FinTrust Capital Advisors, LLC 1110.00%0.12%1.00%Q4 2018Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.20%0.58%1.26%Q4 2019Q3 202315
Citadel Advisors 910.00%0.00%0.02%Q4 2018Q3 202315
Capital Investment Advisory Services, LLC 1140.06%4.73%11.65%Q4 2018Q3 202315
Baker Ellis Asset Management LLC 1410.17%0.27%0.35%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.10%0.21%0.39%Q1 2020Q3 202315
WEST PACES ADVISORS INC. 15150.38%1.10%1.90%Q1 2020Q3 202315
Lee Financial Co 15150.03%0.07%0.14%Q1 2020Q3 202315
Western Wealth Management, LLC 870.05%0.12%0.21%Q4 2019Q3 202315
KEYBANK NATIONAL ASSOCIATION/OH 15150.00%0.00%0.00%Q1 2019Q3 202215
Kingsview Wealth Management, LLC 960.03%0.08%0.16%Q4 2019Q3 202315
Wunderlich Capital Managemnt 15152.27%3.91%6.93%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1410.04%0.11%0.40%Q3 2011Q3 202315
Auxano Advisors, LLC 15150.71%1.35%1.92%Q1 2020Q3 202315
Sterneck Capital Management, LLC 1410.17%0.33%0.54%Q4 2017Q3 202215
MASSMUTUAL TRUST CO FSB/ADV 1310.00%0.04%0.09%Q1 2019Q3 202315
FIRST FOUNDATION ADVISORS 15150.06%1.33%2.27%Q1 2020Q3 202315
Modus Advisors, LLC 15150.69%1.73%2.29%Q1 2020Q3 202315
Graypoint LLC 15150.22%0.47%0.93%Q1 2020Q3 202315
Stratos Wealth Advisors, LLC 15150.08%0.15%0.33%Q1 2020Q3 202315
Gemmer Asset Management LLC 15150.01%0.03%0.04%Q1 2020Q3 202315
Souders Financial Advisors 15150.98%2.67%3.13%Q1 2020Q3 202315
Old Port Advisors 1410.57%1.38%1.89%Q4 2019Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 15150.20%1.96%5.23%Q1 2020Q3 202315
PROFFITT & GOODSON INC 1320.00%0.08%0.17%Q3 2018Q3 202315
WealthPLAN Partners, LLC 910.03%0.07%0.18%Q3 2018Q4 202315
Royal Harbor Partners, LLC 15152.97%5.40%10.04%Q1 2020Q3 202315
BOKF, NA 1020.00%0.01%0.02%Q4 2018Q1 202315
Beacon Pointe Advisors, LLC 15150.03%0.72%3.36%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15154.72%5.77%7.60%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15151.57%8.40%25.05%Q1 2020Q3 202315
Roble, Belko & Company, Inc 870.31%1.08%2.95%Q4 2019Q3 202315
Avior Wealth Management, LLC 15150.00%0.10%0.42%Q1 2020Q3 202315
Richard P Slaughter Associates Inc 960.09%1.73%5.23%Q4 2019Q4 202315
NewSquare Capital LLC 1410.00%0.35%0.97%Q2 2019Q3 202315
COMERICA BANK 1010.00%0.01%0.08%Q2 2019Q3 202314
Resonant Capital Advisors, LLC 720.04%0.80%3.48%Q4 2019Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.26%1.22%2.49%Q4 2018Q1 202214
1834 INVESTMENT ADVISORS CO 14140.02%0.15%1.24%Q3 2019Q4 202214
EPG Wealth Management LLC 1130.12%0.33%2.19%Q4 2019Q3 202314
Patten Group, Inc. 14140.06%0.26%0.96%Q2 2020Q3 202314
B & T Capital Management DBA Alpha Capital Management 1310.12%1.46%3.08%Q1 2020Q3 202314
Paradigm Financial Advisors, LLC 14140.10%1.55%6.35%Q3 2018Q4 202114
REGIONS FINANCIAL CORP 1310.00%0.00%0.00%Q1 2019Q3 202314
TOTAL INVESTMENT MANAGEMENT INC 14140.04%0.65%3.96%Q4 2018Q1 202214
B. Riley Wealth Management, Inc. 860.01%0.26%0.76%Q4 2018Q2 202214
Johanson Financial Advisors, Inc. 14140.48%1.86%3.37%Q3 2018Q4 202114
PINNACLE ASSOCIATES LTD 14140.01%0.07%0.18%Q2 2020Q3 202314
Orion Portfolio Solutions, LLC 1220.11%0.29%0.91%Q1 2020Q3 202314
Bouchey Financial Group Ltd 1130.06%1.17%5.59%Q3 2018Q1 202214
Laurel Wealth Advisors, Inc. 540.18%0.51%1.96%Q3 2018Q4 202214
Eudaimonia Partners, LLC 820.16%0.87%2.38%Q4 2019Q3 202314
Great Point Wealth Advisors, LLC 1040.10%0.44%1.33%Q1 2019Q3 202314
KWMG, LLC 14140.93%1.38%1.63%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%1.22%2.27%Q2 2020Q3 202314
FAS Wealth Partners, Inc. 14140.40%1.03%1.52%Q2 2020Q3 202314
CONDOR CAPITAL MANAGEMENT 14140.12%0.38%1.28%Q2 2020Q3 202314
GeoWealth Management, LLC 1010.03%0.54%3.13%Q4 2019Q3 202314
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14140.69%1.65%3.56%Q2 2020Q3 202314
Intelligence Driven Advisers, LLC 14140.19%1.30%8.62%Q2 2020Q3 202314
HM PAYSON & CO 14140.06%0.93%1.73%Q2 2020Q3 202314
WOODMONT INVESTMENT COUNSEL LLC 14140.07%2.61%4.52%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.33%0.67%Q2 2020Q3 202314
Ironwood Investment Counsel, LLC 14140.51%1.61%2.98%Q2 2020Q3 202314
Pinion Investment Advisors, LLC 14143.62%10.06%14.08%Q2 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 14140.03%0.07%0.09%Q2 2020Q3 202314
NBT BANK N A /NY 14140.03%0.06%0.15%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.01%0.01%0.01%Q2 2020Q3 202314
Retirement Group, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
RPg Family Wealth Advisory, LLC 720.14%2.66%5.49%Q4 2019Q3 202314
One Charles Private Wealth Services, LLC 14140.58%4.06%9.87%Q4 2019Q1 202314
Requisite Capital Management, LLC 14142.03%9.55%22.12%Q2 2020Q3 202314
First Citizens Financial Corp 1110.20%2.80%4.42%Q4 2019Q3 202314
StoneX Group Inc. 14140.03%0.32%0.73%Q1 2018Q2 202114
Integrated Advisors Network LLC 14140.04%0.19%0.49%Q2 2020Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.33%0.55%0.94%Q3 2020Q4 202314
Riverstone Advisors, LLC 14140.12%0.25%0.50%Q2 2019Q3 202214
COZAD ASSET MANAGEMENT INC 14140.05%0.20%0.45%Q2 2020Q3 202314
FIRST HAWAIIAN BANK 14140.01%0.05%0.14%Q2 2020Q3 202314
Acropolis Investment Management, LLC 770.01%0.02%0.03%Q3 2019Q3 202314
NEXT Financial Group, Inc 14140.11%0.18%0.36%Q3 2018Q4 202114
BlackRock Inc. 1010.00%0.00%0.00%Q4 2019Q3 202314
Segment Wealth Management, LLC 14140.07%0.13%0.28%Q2 2019Q3 202214
Berkshire Bank 13133.56%4.75%5.60%Q3 2020Q3 202313
COLONY GROUP LLC 13130.01%0.04%0.14%Q4 2019Q4 202213
Alhambra Investment Management LLC 13130.47%0.63%0.91%Q3 2020Q3 202313
North Star Investment Management Corp. 13130.00%0.01%0.02%Q3 2020Q3 202313
NICOLET BANKSHARES INC 13130.08%0.13%0.17%Q2 2020Q2 202313
Hayek Kallen Investment Management 821.77%2.70%3.98%Q1 2020Q3 202313
Financial Gravity Asset Management, Inc. 940.00%0.09%0.40%Q2 2019Q3 202313
Reitz Capital Advisors LLC 13130.19%9.97%17.92%Q3 2020Q3 202313
WFA of San Diego, LLC 1120.01%4.38%9.06%Q2 2020Q3 202313
Formidable Asset Management, LLC 13130.37%1.32%2.60%Q3 2020Q3 202313
Shilanski & Associates, Inc. 940.14%0.27%0.38%Q2 2020Q3 202313
Copperwynd Financial, LLC 850.13%1.83%13.87%Q4 2018Q1 202213
BDO Wealth Advisors, LLC 13130.01%0.12%0.25%Q2 2020Q2 202313
Curtis Advisory Group, LLC 13130.27%1.74%10.82%Q3 2020Q3 202313
ARBOR TRUST WEALTH ADVISORS, LLC 13130.38%1.09%1.50%Q4 2019Q4 202213
YHB Investment Advisors, Inc. 13130.35%0.53%1.06%Q3 2020Q3 202313
Hotaling Investment Management, LLC 13130.23%0.90%1.69%Q4 2019Q4 202213
Crewe Advisors LLC 13130.14%0.63%1.80%Q3 2020Q3 202313
Petix & Botte Co 1030.24%0.71%0.99%Q2 2020Q3 202313
JGP Wealth Management, LLC 13130.20%0.43%0.71%Q3 2020Q3 202313
CGN Advisors LLC 13130.14%0.52%1.27%Q4 2020Q4 202313
Kestra Advisory Services, LLC 13130.08%0.17%0.40%Q3 2020Q3 202313
Gradient Investments LLC 1110.00%0.00%0.00%Q3 2018Q3 202313
HoyleCohen, LLC 13130.04%0.08%0.15%Q3 2020Q3 202313
Keel Point, LLC 940.08%0.76%1.90%Q1 2020Q3 202313
6 Meridian 13130.77%3.01%4.33%Q4 2018Q4 202113
Kathmere Capital Management, LLC 13130.04%1.25%3.20%Q3 2020Q3 202313
Column Capital Advisors, LLC 13130.04%0.49%1.33%Q3 2020Q3 202313
PLANNING ALTERNATIVES LTD /ADV 13130.04%0.75%3.84%Q3 2020Q3 202313
SVB WEALTH LLC 762.01%4.49%5.65%Q2 2020Q3 202313
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13130.13%1.07%2.66%Q3 2020Q3 202313
West Oak Capital, LLC 1120.07%4.91%7.04%Q2 2019Q3 202313
FOUNDERS FINANCIAL SECURITIES LLC 13130.04%0.18%0.85%Q2 2020Q2 202313
WHITTIER TRUST CO 13130.00%0.02%0.12%Q3 2020Q3 202313
SYM FINANCIAL Corp 13130.00%0.21%2.75%Q3 2020Q3 202313
Prism Advisors, Inc. 12120.10%3.96%4.85%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.17%0.76%1.26%Q4 2020Q3 202312
BSW Wealth Partners 12120.08%1.72%2.98%Q2 2018Q1 202112
COLLECTIVE FAMILY OFFICE LLC 12120.10%0.16%0.35%Q4 2020Q3 202312
HARBOUR INVESTMENT MANAGEMENT LLC 12120.14%2.83%5.37%Q2 2019Q1 202212
ACT Advisors, LLC. 12120.24%9.17%31.00%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 620.01%0.18%0.58%Q1 2020Q3 202312
SIMON QUICK ADVISORS, LLC 620.00%1.09%3.81%Q4 2019Q3 202312
Darwin Wealth Management, LLC 12120.04%0.32%0.62%Q4 2018Q3 202112
SONATA CAPITAL GROUP INC 12120.10%0.17%0.26%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.11%0.76%2.09%Q4 2020Q3 202312
TCG Advisory Services, LLC 12120.17%1.26%5.97%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.02%0.69%2.50%Q4 2018Q3 202112
SHUFRO ROSE & CO LLC 12120.06%2.72%6.05%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.57%1.99%3.45%Q4 2020Q3 202312
Marks Wealth, LLC 12120.48%7.08%21.07%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12120.82%1.80%2.24%Q4 2020Q3 202312
Rehmann Capital Advisory Group 610.02%0.03%0.06%Q4 2018Q3 202212
Tradition Wealth Management, LLC 12120.16%0.64%1.30%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.00%0.03%0.07%Q3 2019Q2 202212
Ford Financial Group, LLC 12120.10%0.22%0.43%Q2 2019Q1 202212
Main Street Financial Solutions, LLC 12120.34%0.68%1.36%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.06%0.98%1.75%Q4 2020Q3 202312
BerganKDV Wealth Management, LLC 750.01%0.02%0.02%Q1 2019Q1 202212
Running Point Capital Advisors, LLC 12120.73%1.17%1.58%Q4 2020Q3 202312
Solstein Capital, LLC 12120.10%0.79%4.13%Q3 2020Q2 202312
Alpha Omega Group, Inc. 12120.27%0.45%0.63%Q4 2020Q3 202312
Homrich & Berg 12120.25%3.44%7.87%Q4 2018Q3 202112
HHM Wealth Advisors, LLC 12120.01%0.07%0.21%Q4 2020Q3 202312
Lloyd Advisory Services, LLC. 1110.02%1.91%4.78%Q4 2019Q3 202312
MARINER INDEPENDENT ADVISOR NETWORK, LLC 12120.07%0.24%0.46%Q4 2019Q3 202212
First Allied Advisory Services, Inc. 12120.03%0.12%0.25%Q4 2017Q3 202012
Thomasville National Bank 1021.59%1.82%1.96%Q3 2020Q3 202312
FLOW TRADERS U.S. LLC 310.00%0.89%4.37%Q3 2018Q3 202312
NovaPoint Capital, LLC 12120.37%0.89%2.09%Q4 2019Q3 202212
Strategic Family Wealth Counselors, L.L.C. 12120.36%1.38%2.22%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.31%0.50%0.69%Q4 2020Q3 202312
CIBC WORLD MARKET INC. 1110.00%0.00%0.01%Q4 2018Q3 202312
Members Trust Co 1110.00%0.37%0.79%Q2 2020Q2 202312
TriaGen Wealth Management LLC 12120.52%1.48%3.32%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.80%2.55%3.93%Q4 2020Q3 202312
Orion Capital Management LLC 12120.15%0.25%0.40%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.04%0.35%0.74%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.68%1.87%3.30%Q4 2020Q3 202312
NWAM LLC 1110.06%0.23%0.36%Q2 2020Q3 202312
MASON STREET ADVISORS, LLC 12120.19%11.07%22.51%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12120.12%0.22%0.31%Q4 2020Q3 202312
HOWARD FINANCIAL SERVICES, LTD. 930.13%1.31%4.66%Q3 2020Q3 202312
Fountainhead AM, LLC 12124.85%7.80%15.25%Q4 2020Q3 202312
Westbourne Investment Advisors, Inc. 12120.20%0.72%1.06%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.05%0.16%0.32%Q4 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 12120.12%0.41%0.68%Q4 2020Q3 202312
MUFG Americas Holdings Corp 930.00%0.00%0.00%Q4 2018Q3 202212
Walkner Condon Financial Advisors LLC 750.17%1.06%1.97%Q3 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.17%2.43%3.29%Q4 2020Q3 202312
Capital Analysts, LLC 12120.01%0.67%1.80%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.01%0.02%Q3 2019Q3 202312
Crossmark Global Holdings, Inc. 840.01%0.04%0.08%Q2 2020Q3 202312
Levy Wealth Management Group, LLC 12120.72%2.29%4.18%Q4 2020Q3 202312
Atlantic Union Bankshares Corp 12120.05%0.18%0.60%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 121213.17%17.79%23.05%Q4 2020Q3 202312
Insight Wealth Strategies, LLC 12120.08%1.03%4.04%Q4 2018Q3 202112
ENCOMPASS WEALTH ADVISORS, LLC 12122.60%3.27%5.17%Q4 2020Q3 202312
WHITTIER TRUST CO OF NEVADA INC 750.00%0.01%0.04%Q3 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.39%1.12%1.38%Q4 2020Q3 202312
One Capital Management, LLC 12120.40%1.61%2.23%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12122.62%5.25%6.40%Q4 2020Q3 202312
M&T BANK CORP 610.00%0.01%0.01%Q2 2018Q1 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Clear Creek Financial Management, LLC 510.04%0.29%0.87%Q1 2020Q3 202312
WNY Asset Management, LLC 12120.15%0.35%1.08%Q4 2020Q3 202312
SOL Capital Management CO 12120.06%0.44%1.08%Q4 2020Q3 202312
Soltis Investment Advisors LLC 930.09%4.00%7.60%Q1 2020Q3 202312
KB FINANCIAL PARTNERS, LLC 11115.23%6.86%8.54%Q1 2021Q3 202311
WOLFF WIESE MAGANA LLC 11110.07%0.09%0.13%Q4 2020Q2 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.26%1.60%2.90%Q1 2021Q3 202311
TWO SIGMA SECURITIES, LLC 620.01%0.06%0.21%Q2 2020Q3 202311
Princeton Global Asset Management LLC 740.02%0.12%0.22%Q2 2019Q3 202311
Sargent Bickham Lagudis LLC 1010.00%0.06%0.25%Q1 2020Q4 202211
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.61%2.47%5.97%Q2 2018Q4 202011
DONALDSON CAPITAL MANAGEMENT, LLC 11110.14%0.50%1.88%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 830.03%0.23%0.43%Q3 2020Q3 202311
FCG ADVISORS, LLC 11110.25%0.64%0.93%Q1 2018Q3 202011
Financial Management Professionals, Inc. 11110.80%2.42%4.96%Q1 2021Q3 202311
Slow Capital, Inc. 910.07%0.33%0.55%Q1 2020Q2 202311
Pinnacle Wealth Management Advisory Group, LLC 1010.03%0.37%0.87%Q3 2020Q3 202311
MBA Advisors LLC 11110.42%1.75%3.19%Q1 2021Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.03%0.04%Q4 2019Q3 202211
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.02%0.06%Q2 2020Q4 202211
Sunflower Bank, N.A. 11110.10%0.30%0.68%Q1 2021Q3 202311
Larson Financial Group LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Edge Wealth Management LLC 11110.00%0.17%0.31%Q1 2018Q3 202011
NorthCoast Asset Management LLC 11111.14%2.60%4.29%Q1 2019Q3 202111
Bridgewater Advisors Inc. 11114.66%7.02%11.57%Q1 2021Q3 202311
ANDERSON HOAGLAND & CO 1010.06%0.58%0.80%Q4 2020Q3 202311
GSB Wealth Management, LLC 11110.14%0.38%0.58%Q1 2021Q3 202311
JFS WEALTH ADVISORS, LLC 11110.04%0.34%0.80%Q1 2021Q3 202311
Smith, Salley & Associates 11110.06%1.20%2.59%Q3 2020Q1 202311
Clarkston Capital Partners, LLC 1010.00%0.03%0.06%Q2 2019Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11115.73%9.94%12.97%Q1 2021Q3 202311
EisnerAmper Wealth Management Corporate Benefits, LLC 920.09%0.54%2.07%Q2 2018Q4 202311
Beacon Harbor Wealth Advisors, Inc. 710.14%4.25%17.44%Q2 2019Q1 202311
HORIZON FINANCIAL SERVICES, LLC 11110.04%0.55%0.70%Q1 2021Q3 202311
Virtue Capital Management, LLC 810.10%0.87%4.00%Q4 2018Q3 202311
Community Bank, N.A. 11110.01%0.52%0.97%Q2 2020Q4 202211
Choice Wealth Advisors, LLC 655.81%6.24%7.06%Q4 2020Q3 202311
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 11110.15%0.50%1.88%Q4 2020Q2 202311
Spire Wealth Management 11110.08%2.18%4.52%Q1 2021Q3 202311
Mach-1 Financial Group, LLC 830.03%0.35%1.72%Q4 2020Q3 202311
Eukles Asset Management 11110.01%0.01%0.01%Q1 2021Q3 202311
Freedom Investment Management, Inc. 11110.03%0.24%0.97%Q1 2021Q3 202311
Fermata Advisors, LLC 11110.20%0.92%2.84%Q1 2021Q3 202311
Frontier Wealth Management LLC 920.16%0.95%1.56%Q4 2018Q2 202211
PFG Advisors 650.02%0.06%0.10%Q3 2020Q3 202311
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 11110.00%0.00%0.00%Q4 2020Q2 202311
CERTUITY, LLC 11110.04%0.26%2.32%Q4 2020Q2 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.06%0.13%0.25%Q1 2021Q3 202311
Advisory Alpha, LLC 11110.14%0.19%0.23%Q1 2021Q3 202311
Round Rock Advisors, LLC 830.27%1.35%2.50%Q4 2020Q3 202311
Avidian Wealth Solutions, LLC 11110.10%0.48%1.36%Q1 2021Q3 202311
Brinker Capital Investments, LLC 11110.01%0.01%0.02%Q2 2020Q4 202211
Accel Wealth Management 10100.02%0.05%0.10%Q4 2020Q1 202310
Monument Capital Management 10100.22%0.78%1.21%Q3 2018Q4 202010
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 10100.05%0.06%0.06%Q3 2018Q4 202010
Archford Capital Strategies, LLC 10100.12%0.59%1.23%Q2 2021Q3 202310
REILLY FINANCIAL ADVISORS, LLC 10100.03%0.05%0.07%Q3 2019Q4 202110
MCMORGAN & CO LLC 10102.57%7.42%11.49%Q2 2021Q3 202310
PRIVATE CAPITAL MANAGEMENT LLC 10100.07%0.31%0.88%Q1 2020Q2 202210
Latitude Advisors, LLC 10100.30%1.32%3.04%Q2 2021Q3 202310
AVALON CAPITAL MANAGEMENT 10101.31%3.06%5.88%Q3 2018Q4 202010
Ironvine Capital Partners, LLC 10100.05%0.06%0.07%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.09%0.21%0.55%Q4 2020Q3 202310
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10100.06%0.16%0.37%Q3 2020Q4 202210
Secure Asset Management, LLC 10100.15%0.37%0.65%Q4 2019Q1 202210
San Luis Wealth Advisors LLC 910.19%3.18%8.13%Q4 2020Q3 202310
Ausdal Financial Partners, Inc. 420.06%0.60%2.57%Q2 2018Q3 202310
Sequoia Financial Advisors, LLC 10100.06%0.77%1.52%Q2 2021Q3 202310
Bank of New Hampshire 10100.16%0.23%0.29%Q2 2021Q3 202310
Mosaic Advisors LLC 510.15%0.84%5.11%Q4 2020Q3 202310
Foresight Wealth Management, LLC 10100.28%3.47%7.69%Q2 2020Q3 202210
Birchcreek Wealth Management, LLC 10100.28%0.65%1.15%Q2 2021Q3 202310
Brookstone Capital Management 550.01%0.20%0.70%Q4 2018Q3 202310
Signature Wealth Management Partners, LLC 10100.23%0.58%1.54%Q4 2020Q1 202310
KLINGENSTEIN FIELDS & CO LP 10100.01%0.03%0.05%Q2 2020Q3 202210
Navalign, LLC 910.10%0.54%1.07%Q1 2021Q3 202310
Stewardship Advisors, LLC 710.18%3.04%6.38%Q4 2019Q3 202310
SUN LIFE FINANCIAL INC 10102.85%8.11%21.46%Q1 2021Q2 202310
Destination Wealth Management 810.00%0.70%1.56%Q2 2019Q3 202210
CENTRAL TRUST Co 10100.01%0.31%0.75%Q2 2021Q3 202310
Interchange Capital Partners, LLC 510.29%0.93%3.64%Q4 2020Q3 202310
MBM Wealth Consultants, LLC 640.07%2.77%5.74%Q1 2019Q3 202310
Wealth Dimensions Group, Ltd. 10100.14%0.19%0.27%Q2 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 820.03%0.28%0.92%Q2 2020Q3 202310
NorthRock Partners, LLC 910.02%0.87%1.78%Q3 2020Q1 202310
Laurel Wealth Planning LLC 10101.59%2.73%3.71%Q4 2020Q1 202310
Sound Income Strategies, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Horan Securities, Inc. 820.15%0.36%0.46%Q1 2021Q3 202310
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q2 2019Q3 202310
Heartwood Wealth Advisors LLC 910.05%0.07%0.10%Q4 2019Q3 202210
Antonetti Capital Management LLC 910.02%0.02%0.03%Q2 2010Q3 202310
Front Row Advisors LLC 10100.08%0.09%0.10%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.10%0.43%0.72%Q1 2021Q3 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10100.45%17.27%27.84%Q3 2018Q4 202010
Maltin Wealth Management, Inc. 910.26%1.20%3.90%Q4 2019Q2 202210
Curi Wealth Management, LLC 910.04%0.07%0.14%Q4 2020Q2 202310
Summit Place Financial Advisors, LLC 10100.18%0.35%0.72%Q2 2021Q3 202310
Catalyst Capital Advisors LLC 10100.06%0.15%0.23%Q1 2020Q2 202210
Jacobi Capital Management LLC 910.01%0.08%0.13%Q2 2020Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.18%0.33%0.50%Q2 2021Q3 202310
SEI INVESTMENTS CO 10100.11%0.13%0.14%Q2 2021Q3 202310
Prentice Wealth Management LLC 910.15%2.58%9.15%Q1 2021Q3 202310
AMG National Trust Bank 10100.01%0.04%0.14%Q4 2020Q1 202310
Principle Wealth Partners LLC 730.04%0.24%0.67%Q4 2020Q3 202310
Doyle Wealth Management 990.04%0.23%1.02%Q3 2020Q3 20229
ADELL HARRIMAN & CARPENTER INC 540.17%0.22%0.29%Q2 2021Q3 20239
PERSONAL CFO SOLUTIONS, LLC 420.00%0.08%0.21%Q2 2020Q2 20239
Legacy Capital Wealth Partners, LLC 710.12%0.15%0.20%Q1 2021Q3 20239
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.01%0.09%0.15%Q4 2017Q4 20199
Lindbrook Capital, LLC 990.03%0.22%0.46%Q2 2020Q2 20229
Intrua Financial, LLC 990.10%0.27%1.46%Q1 2021Q1 20239
A. D. Beadell Investment Counsel, Inc. 810.17%0.62%1.14%Q2 2018Q1 20229
Cerro Pacific Wealth Advisors LLC 812.43%4.53%5.88%Q4 2020Q1 20239
JSF Financial, LLC 990.19%0.77%1.30%Q3 2020Q3 20229
HUNTINGTON NATIONAL BANK 990.00%0.00%0.00%Q3 2021Q3 20239
MANCHESTER FINANCIAL INC 630.04%0.13%0.40%Q4 2019Q3 20229
Triumph Capital Management 991.46%3.99%9.08%Q3 2021Q3 20239
PALLADIUM PARTNERS LLC 990.43%1.65%2.44%Q1 2020Q1 20229
Sovereign Financial Group, Inc. 990.28%0.38%0.48%Q3 2021Q3 20239
Waldron Private Wealth LLC 990.08%0.57%2.24%Q3 2021Q3 20239
Belpointe Asset Management LLC 710.02%0.17%0.48%Q2 2019Q3 20239
Badgley Phelps Wealth Managers, LLC 990.54%1.11%1.60%Q3 2021Q3 20239
HawsGoodwin Investment Management LLC 990.02%0.91%1.45%Q4 2019Q4 20219
Arkadios Wealth Advisors 810.00%0.08%0.29%Q4 2019Q3 20239
Roberts Wealth Advisors, LLC 995.93%7.10%8.28%Q3 2021Q3 20239
GRIES FINANCIAL LLC 510.12%0.46%1.01%Q1 2021Q3 20239
Redmond Asset Management, LLC 990.11%0.44%0.92%Q1 2018Q1 20209
Global Wealth Management Investment Advisory, Inc. 990.00%0.00%0.02%Q4 2018Q4 20209
Covington Capital Management 990.01%0.20%0.35%Q3 2020Q3 20229
DOWLING & YAHNKE LLC 810.02%0.03%0.04%Q1 2020Q3 20229
Meridian Wealth Advisors, LLC 810.06%0.19%0.34%Q2 2020Q3 20229
Joel Isaacson & Co., LLC 990.15%0.21%0.27%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.60%0.83%1.53%Q3 2021Q3 20239
Vickerman Investment Advisors, Inc. 991.33%5.13%7.47%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.82%5.61%9.90%Q3 2021Q3 20239
Advisor Group, Inc. 990.02%0.07%0.14%Q4 2017Q4 20199
OLD MISSION CAPITAL LLC 210.02%0.20%1.07%Q1 2019Q2 20239
SPC Financial, Inc. 610.13%2.02%2.96%Q1 2020Q3 20239
Hardy Reed LLC 990.05%0.15%0.29%Q4 2019Q4 20219
Wealth Enhancement & Preservation of GA, LLC 990.69%1.34%2.89%Q4 2019Q4 20219
Newbridge Financial Services Group, Inc. 990.13%0.17%0.20%Q3 2021Q3 20239
Parkside Financial Bank & Trust 630.00%0.01%0.06%Q1 2020Q4 20229
Castleview Partners, LLC 810.32%2.37%3.48%Q2 2021Q3 20239
Herold Advisors, Inc. 990.21%0.37%0.75%Q3 2021Q3 20239
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 810.17%5.21%12.41%Q4 2020Q1 20239
Capital Wealth Alliance, LLC 990.57%1.16%3.35%Q4 2019Q4 20219
Hanson & Doremus Investment Management 810.00%0.01%0.01%Q1 2021Q3 20239
M Holdings Securities, Inc. 610.06%0.11%0.16%Q4 2019Q2 20239
Essex LLC 991.34%2.24%3.57%Q3 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.07%0.21%0.44%Q3 2021Q3 20239
Asset Planning Services, Ltd. 990.14%0.31%0.40%Q3 2018Q3 20209
CWH Capital Management, Inc. 993.06%5.71%7.54%Q4 2018Q4 20209
Paragon Private Wealth Management, LLC 884.02%4.55%4.95%Q4 2021Q3 20238
LAU ASSOCIATES LLC 880.74%13.67%21.32%Q1 2018Q4 20198
Financial Futures Ltd Liability Co. 882.95%6.97%11.39%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 882.03%3.44%5.65%Q4 2021Q3 20238
Day & Ennis, LLC 710.09%0.16%0.26%Q1 2020Q1 20228
Eagle Strategies LLC 880.59%2.60%5.69%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 883.76%5.71%8.04%Q4 2021Q3 20238
Naviter Wealth, LLC 881.01%2.76%4.20%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.34%0.69%2.01%Q4 2021Q3 20238
Concorde Financial Corp 881.71%4.59%6.59%Q4 2021Q3 20238
Clearstead Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.25%0.30%0.34%Q4 2021Q3 20238
Eagle Bluffs Wealth Management LLC 881.09%1.58%1.93%Q4 2021Q3 20238
Aspire Capital Advisors LLC 882.61%5.79%19.17%Q4 2021Q3 20238
1900 WEALTH MANAGEMENT LLC 880.02%0.11%0.33%Q4 2020Q3 20228
LEO BROKERAGE, LLC 421.08%1.46%1.97%Q4 2020Q2 20238
Epic Trust Investment Advisors, LLC 881.18%1.59%1.96%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.05%0.44%1.27%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 885.40%7.18%9.45%Q4 2021Q3 20238
GoalVest Advisory LLC 310.00%1.41%2.16%Q4 2020Q4 20238
BANK OF HAWAII 880.14%0.16%0.21%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 710.00%0.28%2.22%Q4 2019Q3 20238
Whitegate Investment Counselors, Inc. 880.45%1.37%1.68%Q4 2019Q3 20218
Masso Torrence Wealth Management Inc. 881.22%2.07%2.86%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.91%1.75%2.94%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.13%0.23%Q4 2021Q3 20238
Gray Wealth Management Inc. 880.39%0.84%1.46%Q4 2021Q3 20238
Strategic Blueprint, LLC 410.00%0.29%0.68%Q2 2020Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.06%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.27%0.53%0.99%Q4 2021Q3 20238
Essex Savings Bank 880.09%0.30%0.51%Q4 2021Q3 20238
TMD Wealth Management, LLC 880.37%4.97%11.90%Q4 2021Q3 20238
Blue Barn Wealth, LLC 880.21%0.53%0.67%Q4 2021Q3 20238
First Capital Advisors Group, LLC. 710.14%1.66%2.84%Q4 2018Q2 20238
DEUTSCHE BANK AG\ 880.00%0.00%0.00%Q3 2019Q2 20218
Houlihan Financial Resource Group, Ltd. 510.37%4.57%8.28%Q4 2019Q3 20238
Apollon Wealth Management, LLC 880.07%0.14%0.33%Q4 2021Q3 20238
Executive Wealth Management, LLC 620.01%0.05%0.07%Q4 2018Q3 20238
Bramshill Investments, LLC 420.03%3.87%8.92%Q1 2020Q3 20238
Fiduciary Trust Co International of Pennsylvania 880.12%0.27%0.42%Q2 2018Q1 20208
Walker Asset Management, LLC 880.18%0.23%0.34%Q1 2022Q4 20238
FirstPurpose Wealth LLC 881.66%1.84%2.08%Q4 2021Q3 20238
Certified Advisory Corp 880.29%0.73%1.36%Q4 2021Q3 20238
Asio Capital, LLC 880.08%3.18%6.75%Q2 2021Q1 20238
First International Bank & Trust 884.15%4.68%5.15%Q4 2021Q3 20238
Wealthstreet Investment Advisors, LLC 880.09%0.36%0.87%Q2 2019Q1 20218
Hochman Cole Investment Advisors, Inc. 880.59%0.82%1.18%Q4 2019Q3 20218
REGATTA CAPITAL GROUP, LLC 880.42%0.66%1.16%Q4 2021Q3 20238
Evanson Asset Management, LLC 880.02%0.03%0.08%Q4 2021Q3 20238
Fragasso Group Inc. 880.03%0.12%0.18%Q1 2022Q4 20238
HB Wealth Management, LLC 884.63%5.49%6.06%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 882.40%3.43%4.17%Q4 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.28%2.79%4.55%Q4 2021Q3 20238
Neuberger Berman Group LLC 530.00%0.01%0.02%Q3 2021Q3 20238
Laraway Financial Advisors Inc 880.86%0.92%0.98%Q4 2021Q3 20238
Bickling Financial Services, Inc. 880.15%0.29%0.49%Q4 2020Q3 20228
Canvas Wealth Advisors, LLC 410.08%0.23%0.44%Q1 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.35%0.76%1.03%Q4 2021Q3 20238
Security Financial Services, INC. 880.13%0.26%0.45%Q4 2021Q3 20238
BAILARD, INC. 530.01%0.04%0.14%Q2 2019Q3 20218
Jefferies Group LLC 880.01%0.01%0.01%Q4 2020Q3 20228
SILVERLAKE WEALTH MANAGEMENT LLC 881.70%2.78%4.20%Q4 2021Q3 20238
Vigilare Wealth Management 710.13%1.17%2.50%Q4 2019Q4 20218
Amplius Wealth Advisors, LLC 880.04%1.00%4.54%Q4 2021Q3 20238
Heritage Financial Services, LLC 881.54%2.57%4.16%Q4 2021Q3 20238
AVAII WEALTH MANAGEMENT, LLC 880.34%0.68%1.29%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.43%0.84%1.23%Q4 2021Q3 20238
Quadrant Private Wealth Management, LLC 440.10%0.20%0.31%Q3 2021Q3 20238
Paladin Advisory Group, LLC 882.74%3.50%3.96%Q4 2021Q3 20238
Stonehearth Capital Management, LLC 886.01%9.17%14.33%Q1 2022Q4 20238
Andesa Financial Management Inc. 620.14%0.26%0.61%Q3 2020Q1 20238
FourThought Financial, LLC 880.98%1.44%1.65%Q4 2020Q3 20228
Raleigh Capital Management Inc. 880.00%0.05%0.15%Q4 2021Q3 20238
Berger Financial Group, Inc 530.04%0.05%0.06%Q4 2020Q3 20238
Apeiron RIA LLC 880.28%2.53%3.88%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 882.35%4.45%5.94%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.02%0.13%Q4 2021Q3 20238
Enterprise Trust & Investment Co 880.03%0.04%0.04%Q2 2019Q1 20218
BAKER TILLY WEALTH MANAGEMENT, LLC 881.24%2.06%3.44%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 710.01%0.09%0.35%Q1 2020Q1 20228
Regent Peak Wealth Advisors LLC 710.15%0.60%2.28%Q4 2019Q2 20228
Stone Point Wealth LLC 880.71%0.99%1.42%Q4 2021Q3 20238
SHINE INVESTMENT ADVISORY SERVICES INC 880.04%0.76%3.19%Q4 2018Q3 20208
Crestmont Private Wealth LLC 884.40%5.64%7.53%Q4 2021Q3 20238
SPINNAKER TRUST 880.02%1.20%2.01%Q4 2018Q3 20208
HEADINVEST, LLC 880.17%0.31%0.41%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.64%0.77%0.94%Q4 2021Q3 20238
Mezzasalma Advisors, LLC 880.11%0.13%0.17%Q4 2020Q3 20228
THOMPSON DAVIS & CO., INC. 880.36%0.45%0.57%Q4 2021Q3 20238
Mayfair Advisory Group, LLC 530.42%2.16%4.54%Q1 2021Q3 20238
Bay Harbor Wealth Management, LLC 880.01%0.39%0.63%Q1 2019Q4 20208
GRIMES & COMPANY, INC. 880.03%5.80%16.04%Q4 2021Q3 20238
Clearview Wealth Advisors LLC 880.00%0.03%0.04%Q4 2020Q3 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.98%2.95%5.15%Q4 2021Q3 20238
MJP ASSOCIATES INC /ADV 880.08%0.10%0.16%Q3 2021Q2 20238
RFG Advisory, LLC 410.02%0.06%0.10%Q1 2019Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
Kovack Advisors, Inc. 770.04%0.07%0.08%Q1 2021Q3 20227
DHJJ Financial Advisors, Ltd. 410.05%0.14%0.21%Q4 2020Q3 20237
Redhawk Wealth Advisors, Inc. 430.11%0.73%1.63%Q2 2020Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.01%Q2 2018Q3 20237
NewEdge Wealth, LLC 770.24%0.57%0.71%Q1 2022Q3 20237
Connectus Wealth, LLC 770.34%0.88%1.37%Q1 2022Q3 20237
ATLAS CAPITAL ADVISORS LLC 770.18%0.21%0.25%Q4 2021Q2 20237
Helen Stephens Group, LLC 775.02%5.39%6.35%Q1 2022Q3 20237
SALEM INVESTMENT COUNSELORS INC 610.00%0.09%0.13%Q1 2021Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 772.43%5.74%8.95%Q1 2022Q3 20237
20/20 Capital Management, Inc. 772.73%4.26%5.58%Q4 2019Q2 20217
FORBES J M & CO LLP 770.03%0.04%0.04%Q1 2022Q3 20237
Steinberg Global Asset Management 770.18%1.57%2.18%Q2 2017Q4 20187
Arete Wealth Advisors, LLC 430.04%0.08%0.20%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.11%0.33%0.53%Q1 2022Q3 20237
Golden State Wealth Management, LLC 610.01%0.57%1.58%Q2 2019Q4 20217
Aspire Private Capital, LLC 770.25%0.84%1.14%Q4 2018Q2 20207
Anchor Investment Management, LLC 770.52%0.57%0.61%Q2 2022Q4 20237
Affinity Capital Advisors, LLC 770.14%0.22%0.29%Q1 2021Q3 20227
BESSEMER GROUP INC 610.00%0.01%0.02%Q4 2021Q3 20237
WealthShield Partners, LLC 430.04%0.07%0.10%Q4 2020Q3 20237
COMMERCE BANK 430.00%0.00%0.01%Q1 2019Q3 20217
Valeo Financial Advisors, LLC 520.00%0.01%0.02%Q2 2019Q1 20217
Echo Wealth Management, LLC 770.62%1.07%1.68%Q1 2022Q3 20237
PRELUDE CAPITAL MANAGEMENT, LLC 430.04%0.07%0.11%Q2 2019Q3 20237
BRR OpCo, LLC 770.19%2.41%4.54%Q1 2021Q3 20227
Tatro Capital, LLC 770.26%0.35%0.42%Q3 2020Q1 20227
3EDGE Asset Management, LP 410.28%10.36%25.57%Q4 2017Q1 20237
Tyler-Stone Wealth Management 520.28%0.61%1.04%Q4 2021Q3 20237
Founders Financial Alliance, LLC 610.02%0.84%1.63%Q3 2020Q3 20237
Corbenic Partners LLC 770.00%1.40%2.45%Q4 2020Q2 20227
BancFirst Trust & Investment Management 610.46%0.82%1.49%Q1 2022Q4 20237
Strategies Wealth Advisors, LLC 430.07%0.13%0.24%Q4 2021Q3 20237
Van Hulzen Asset Management, LLC 610.06%0.09%0.10%Q2 2020Q2 20227
Private Wealth Advisors, LLC 775.73%10.06%12.70%Q4 2020Q2 20227
Blueprint Investment Partners LLC 770.08%1.10%3.22%Q3 2021Q1 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
ARGI Investment Services, LLC 510.01%0.07%0.21%Q1 2019Q4 20227
Wealth Management Partners, LLC 770.24%0.57%1.31%Q4 2020Q2 20227
Aurora Private Wealth, Inc. 770.13%0.16%0.21%Q4 2020Q2 20227
PDS Planning, Inc 770.20%0.47%0.63%Q1 2022Q3 20237
Pathway Financial Advisors LLC 770.09%0.23%0.37%Q1 2022Q3 20237
Navis Wealth Advisors, LLC 773.13%3.84%4.75%Q4 2020Q2 20227
Global Financial Private Capital, Inc 770.36%1.69%3.32%Q4 2018Q2 20207
RIVERSEDGE ADVISORS, LLC 770.19%0.23%0.27%Q3 2021Q1 20237
Paragon Wealth Strategies, LLC 610.01%2.42%3.99%Q1 2019Q2 20217
Raab & Moskowitz Asset Management LLC 610.09%0.12%0.14%Q4 2019Q1 20227
GOFEN & GLOSSBERG LLC /IL/ 770.01%0.03%0.04%Q2 2021Q4 20227
Kinloch Capital, LLC 770.12%0.53%1.13%Q2 2021Q4 20227
GPS Wealth Strategies Group, LLC 430.00%0.01%0.02%Q4 2021Q3 20237
OneAscent Financial Services LLC 610.25%0.42%0.94%Q4 2019Q3 20217
McIlrath & Eck, LLC 770.01%0.48%1.72%Q1 2022Q3 20237
Good Life Advisors, LLC 430.04%0.35%1.18%Q2 2020Q3 20237
Asset Advisors Investment Management, LLC 770.02%0.03%0.05%Q2 2020Q4 20217
Legacy CG, LLC 775.74%6.72%8.73%Q4 2021Q2 20237
Visionary Wealth Advisors 520.02%0.07%0.12%Q2 2020Q3 20237
Pachira Investments Inc. 775.50%10.69%15.67%Q2 2020Q4 20217
Angeles Investment Advisors, LLC 770.10%2.83%7.64%Q1 2021Q3 20227
Tidal Investments LLC 610.04%0.12%0.19%Q2 2019Q4 20227
Phoenix Wealth Advisors 320.01%0.46%1.26%Q4 2020Q3 20237
BANK OF NOVA SCOTIA 310.00%0.00%0.01%Q4 2018Q2 20237
Capital Market Strategies LLC 520.34%0.43%0.53%Q4 2021Q3 20237
DOCK STREET ASSET MANAGEMENT INC 772.60%3.02%3.80%Q4 2020Q2 20227
SIGNET FINANCIAL MANAGEMENT, LLC 770.01%0.07%0.11%Q2 2020Q4 20217
Newport Wealth Strategies, Inc. 770.50%0.80%1.05%Q1 2020Q3 20217
Narus Financial Partners, LLC 771.37%2.51%2.98%Q1 2022Q3 20237
Capital Advisors Wealth Management, LLC 771.40%2.97%4.28%Q1 2022Q3 20237
Rise Advisors, LLC 610.00%0.44%0.84%Q4 2021Q3 20237
Aveo Capital Partners, LLC 410.04%0.07%0.11%Q1 2020Q3 20237
5th Street Advisors, LLC 770.95%5.17%8.93%Q1 2022Q3 20237
LVZ, Inc. 610.04%1.84%6.12%Q2 2020Q3 20237
Sowa Financial Group, Inc. 520.06%0.28%0.84%Q4 2019Q3 20237
KRAEMATON INVESTMENT ADVISORS, INC 770.22%0.26%0.32%Q1 2022Q3 20237
Montecito Bank & Trust 770.19%0.55%0.83%Q2 2022Q4 20237
COMPASS FINANCIAL ADVISORS LLC 660.27%0.44%0.62%Q4 2021Q1 20236
Lionsbridge Wealth Management LLC 664.30%6.88%9.07%Q2 2022Q3 20236
SILVER OAK SECURITIES, INCORPORATED 510.33%0.52%0.63%Q1 2022Q3 20236
WEST MICHIGAN ADVISORS, LLC 661.06%2.37%3.05%Q2 2022Q3 20236
PRW Wealth Management LLC 510.06%4.54%8.40%Q2 2021Q3 20236
Strategic Investment Advisors / MI 660.79%1.33%1.62%Q1 2019Q2 20206
HBW ADVISORY SERVICES LLC 510.07%0.29%0.42%Q1 2021Q3 20236
CEERA INVESTMENTS, LLC 660.93%1.95%2.79%Q3 2021Q4 20226
Polaris Wealth Advisory Group, LLC 661.81%2.69%3.57%Q4 2018Q1 20206
GUARDIAN WEALTH ADVISORS, LLC / NC 660.18%0.91%2.56%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.02%0.14%0.19%Q1 2020Q2 20216
TAP Consulting, LLC 660.88%1.15%2.00%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Matthew Goff Investment Advisor, LLC 660.34%0.67%0.96%Q2 2022Q3 20236
Worth Asset Management, LLC 660.02%0.03%0.04%Q1 2022Q2 20236
Asset Management Resources, LLC 666.20%19.26%30.02%Q2 2022Q3 20236
RIDGECREST WEALTH PARTNERS, LLC 660.37%2.46%5.86%Q1 2021Q2 20226
PRIVATE TRUST CO NA 660.08%0.13%0.18%Q2 2022Q3 20236
Mason & Associates Inc 663.16%4.28%5.48%Q1 2022Q2 20236
Claraphi Advisory Network, LLC 310.06%0.20%0.34%Q1 2020Q4 20226
WT Wealth Management 662.65%3.13%4.15%Q2 2022Q3 20236
Clarus Wealth Advisors 660.04%0.18%0.38%Q3 2018Q4 20196
Stellar Capital Management, LLC 660.22%0.26%0.29%Q1 2019Q2 20206
IRONWOOD WEALTH MANAGEMENT, INC. 6611.62%12.76%14.81%Q2 2022Q3 20236
LPWM LLC 660.12%2.69%5.34%Q2 2022Q3 20236
Cerity Partners LLC 660.16%0.52%1.21%Q2 2022Q3 20236
American Financial Advisors, LLC 660.07%0.48%0.71%Q2 2022Q3 20236
FOSTER DYKEMA CABOT & CO INC/MA 6610.08%15.23%24.90%Q2 2022Q3 20236
Benchmark Financial Wealth Advisors, LLC 660.12%1.67%3.97%Q1 2021Q2 20226
RDA Financial Network 420.32%0.45%0.60%Q1 2019Q3 20206
Westside Investment Management, Inc. 660.00%0.86%1.89%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.02%0.06%Q2 2022Q3 20236
PagnatoKarp Partners LLC 660.13%1.97%4.38%Q4 2018Q1 20206
SP Asset Management 660.06%0.48%0.73%Q2 2021Q3 20226
Pinnacle Wealth Management, LLC 514.96%6.46%8.98%Q4 2021Q2 20236
VALLEY WEALTH MANAGERS, INC. 660.10%0.21%0.70%Q2 2022Q3 20236
Eagle Bay Advisors LLC 310.03%0.08%0.25%Q2 2021Q1 20236
Oakworth Capital, Inc. 660.00%0.00%0.01%Q3 2020Q4 20216
Oxinas Partners Wealth Management LLC 661.72%2.35%2.87%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 510.08%0.71%1.93%Q4 2020Q3 20226
Cascadia Advisory Services, LLC 310.23%0.45%0.72%Q4 2019Q3 20216
CAZ INVESTMENTS LP 660.05%2.20%6.17%Q3 2020Q4 20216
WINTRUST INVESTMENTS LLC 510.02%0.42%0.63%Q4 2018Q3 20236
First Ascent Asset Management, LLC 660.05%0.07%0.11%Q2 2022Q3 20236
BB&T SECURITIES, LLC 660.02%0.04%0.06%Q2 2018Q3 20196
Magnolia Wealth Management, LLC 428.80%12.97%20.93%Q1 2022Q3 20236
Legacy Wealth Management, Inc 665.40%13.76%19.01%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 662.00%3.35%4.25%Q2 2022Q3 20236
TBH Global Asset Management, LLC 660.27%1.94%3.67%Q4 2020Q1 20226
FIDUCIARY TRUST CO 510.01%0.05%0.10%Q1 2022Q3 20236
Wealth & Pension Services Group, Inc. 660.76%2.38%3.98%Q2 2018Q3 20196
WCG Wealth Advisors LLC 660.04%1.28%2.11%Q2 2022Q3 20236
BOSTON FAMILY OFFICE LLC 660.09%0.65%0.90%Q2 2022Q3 20236
WealthCare Investment Partners, LLC 660.98%3.02%5.51%Q2 2022Q3 20236
Consolidated Planning Corp 660.07%0.09%0.11%Q2 2022Q3 20236
TD Ameritrade Trust Co 660.32%0.35%0.42%Q4 2017Q1 20196
Baystate Wealth Management LLC 660.02%0.05%0.16%Q2 2022Q3 20236
55I, LLC 510.04%0.73%1.51%Q3 2020Q1 20226
Merit Financial Group, LLC 210.01%0.03%0.07%Q3 2019Q3 20236
HALL CAPITAL MANAGEMENT CO INC 420.13%0.23%0.32%Q1 2020Q3 20216
Northwest Bancshares, Inc. 660.06%0.09%0.17%Q2 2020Q3 20216
Ritter Daniher Financial Advisory LLC / DE 660.05%0.22%0.71%Q2 2022Q3 20236
Sunburst Financial Group, LLC 661.91%5.18%7.27%Q2 2022Q3 20236
PARK AVENUE SECURITIES LLC 410.00%0.01%0.03%Q3 2020Q3 20236
Nachman Norwood & Parrott, Inc 660.02%0.03%0.04%Q1 2020Q2 20216
Key FInancial Inc 660.01%0.03%0.07%Q2 2022Q3 20236
OneAscent Wealth Management LLC 310.18%1.05%1.99%Q4 2020Q3 20236
Wealthfront Advisers LLC 660.00%0.01%0.02%Q2 2022Q3 20236
MATRIX ASSET ADVISORS INC/NY 660.04%0.36%0.80%Q4 2019Q1 20216
Peterson Financial Group, Inc. 660.16%0.22%0.38%Q2 2022Q3 20236
EAGLE ROCK INVESTMENT COMPANY, LLC 660.17%0.19%0.21%Q2 2022Q3 20236
Matrix Trust Co 660.21%0.24%0.26%Q2 2019Q3 20206
VISTA INVESTMENT MANAGEMENT 660.22%0.52%0.65%Q2 2022Q3 20236
CREDIT SUISSE AG/ 550.00%0.00%0.00%Q4 2021Q4 20225
Delos Wealth Advisors, LLC 554.99%6.63%8.11%Q3 2022Q3 20235
Weil Company, Inc. 550.31%0.34%0.42%Q2 2018Q2 20195
SENTINEL TRUST CO LBA 550.17%0.47%1.22%Q3 2022Q3 20235
Fortune 45 LLC 550.32%0.37%0.42%Q4 2021Q4 20225
MITCHELL SINKLER & STARR/PA 550.45%0.79%1.24%Q1 2021Q1 20225
Capital Asset Advisory Services LLC 310.00%0.20%0.53%Q4 2020Q3 20235
Strategic Asset Management, LLC 550.05%0.24%0.94%Q3 2021Q3 20225
Sandhill Capital Partners LLC 550.28%0.53%0.62%Q3 2019Q3 20205
Asset Dedication, LLC 550.06%0.07%0.09%Q1 2022Q1 20235
Colonial Trust Co / SC 551.16%1.33%1.63%Q3 2022Q3 20235
SouthState Corp 550.00%0.01%0.02%Q4 2021Q4 20225
WealthPlan Investment Management, LLC 410.01%0.03%0.07%Q1 2022Q2 20235
Turim 21 Investimentos Ltda. 410.18%1.08%2.86%Q1 2020Q2 20215
Scott Capital Advisors, LLC 552.43%3.69%4.47%Q3 2022Q3 20235
Beta Wealth Group, Inc. 410.79%0.86%1.04%Q4 2020Q4 20225
VERUS CAPITAL PARTNERS, LLC 320.06%0.30%0.73%Q4 2019Q3 20235
Lake Hills Wealth Management, LLC 551.33%5.12%7.65%Q1 2022Q1 20235
Clearwater Capital Advisors, LLC 410.08%0.09%0.14%Q4 2020Q3 20235
HOLLENCREST CAPITAL MANAGEMENT 410.18%0.38%0.53%Q4 2020Q3 20225
Pasadena Private Wealth, LLC 410.38%1.49%2.76%Q3 2020Q2 20235
Accuvest Global Advisors 410.14%0.74%2.16%Q2 2018Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
BLUESTEIN R H & CO LLC 550.01%0.02%0.04%Q3 2019Q3 20205
Morningstar Investment Services LLC 550.12%0.13%0.14%Q3 2022Q3 20235
Benchmark Wealth Management, LLC 550.13%0.29%0.38%Q1 2022Q1 20235
CAPITAL ONE FINANCIAL CORP 550.06%0.08%0.15%Q1 2020Q1 20215
Syntal Capital Partners, LLC 410.64%1.65%2.34%Q4 2020Q1 20225
Advisors Asset Management, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 550.15%0.18%0.20%Q4 2021Q4 20225
First Heartland Consultants, Inc. 320.05%0.08%0.11%Q3 2017Q3 20235
BKA Wealth Consulting, Inc. 554.29%6.20%8.18%Q3 2022Q3 20235
Quantitative Advantage, LLC 555.26%12.77%15.97%Q4 2018Q4 20195
MACROVIEW INVESTMENT MANAGEMENT LLC 550.05%0.07%0.10%Q3 2022Q3 20235
CAHABA WEALTH MANAGEMENT, INC. 550.89%1.10%1.31%Q3 2022Q3 20235
Cornerstone Wealth Management, LLC 310.03%0.07%0.14%Q2 2018Q3 20235
MMA ASSET MANAGEMENT LLC 550.31%3.25%4.65%Q3 2022Q3 20235
ProVise Management Group, LLC 550.85%1.06%1.34%Q3 2022Q3 20235
Zurich Insurance Group Ltd/FI 550.01%0.06%0.19%Q4 2018Q4 20195
Pallas Capital Advisors LLC 550.04%1.11%2.09%Q3 2022Q3 20235
Connecticut Wealth Management, LLC 550.02%0.04%0.08%Q2 2022Q2 20235
Lake Point Wealth Management 310.01%1.37%6.33%Q4 2018Q2 20225
Balboa Wealth Partners 550.19%0.24%0.32%Q3 2022Q3 20235
MATHER GROUP, LLC. 550.01%0.04%0.08%Q2 2020Q2 20215
NORTHSTAR WEALTH PARTNERS LLC 550.11%0.18%0.31%Q3 2018Q3 20195
BlackDiamond Wealth Management, LLC 320.34%0.58%0.78%Q4 2021Q3 20235
IPG Investment Advisors LLC 550.05%0.09%0.14%Q1 2020Q1 20215
Johnson Bixby & Associates, LLC 550.04%0.12%0.18%Q2 2022Q2 20235
TPG Financial Advisors, LLC 550.12%0.19%0.28%Q3 2022Q3 20235
SMITH, MOORE & CO. 550.03%0.04%0.06%Q2 2020Q2 20215
Colonial Trust Advisors 550.92%1.00%1.14%Q3 2022Q3 20235
Private Wealth Strategies, L.L.C. 550.07%0.69%0.87%Q3 2022Q3 20235
BNP PARIBAS FINANCIAL MARKETS 320.00%0.01%0.01%Q4 2021Q3 20235
ANGELES WEALTH MANAGEMENT, LLC 550.03%0.04%0.06%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.00%0.69%1.81%Q4 2021Q4 20225
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 550.05%0.11%0.15%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.03%0.03%0.03%Q3 2022Q3 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q3 2022Q3 20235
JAMES INVESTMENT RESEARCH INC 320.00%0.45%0.85%Q2 2018Q1 20235
LWM Advisory Services, LLC 410.25%0.32%0.41%Q2 2022Q3 20235
Bluesphere Advisors, LLC 410.32%0.35%0.40%Q4 2020Q3 20235
BARRETT & COMPANY, INC. 550.11%0.12%0.12%Q3 2022Q3 20235
Astor Investment Management LLC 414.85%8.41%9.91%Q1 2019Q2 20205
Brooklyn FI, LLC 320.20%0.43%0.65%Q2 2022Q3 20235
Private Capital Group, LLC 210.00%0.01%0.03%Q4 2018Q2 20225
HARBOR INVESTMENT ADVISORY, LLC 550.02%0.12%0.19%Q3 2022Q3 20235
First PREMIER Bank 550.03%0.03%0.04%Q4 2020Q4 20215
Lebenthal Global Advisors, LLC 553.73%7.51%10.38%Q3 2022Q3 20235
Darrow Company, Inc. 553.80%3.91%4.02%Q3 2022Q3 20235
Koss-Olinger Consulting, LLC 550.04%0.05%0.07%Q3 2022Q3 20235
Sage Mountain Advisors LLC 550.06%0.08%0.12%Q3 2022Q3 20235
Winthrop Advisory Group LLC 550.25%0.95%1.90%Q3 2022Q3 20235
G&S Capital LLC 550.05%1.20%3.02%Q4 2018Q4 20195
MEEDER ASSET MANAGEMENT INC 550.00%0.01%0.02%Q4 2020Q4 20215
Ten Capital Wealth Advisors, LLC 410.00%2.25%3.26%Q3 2020Q4 20215
Trilogy Capital Inc. 210.15%0.30%0.83%Q1 2021Q3 20235
Portland Global Advisors LLC 550.04%0.05%0.08%Q4 2020Q4 20215
State of Tennessee, Treasury Department 410.01%0.21%0.40%Q4 2021Q3 20235
NORTHERN TRUST CORP 210.00%0.00%0.00%Q3 2019Q3 20235
Wakefield Asset Management LLLP 551.90%2.51%3.20%Q3 2018Q3 20195
Tradewinds, LLC. 321.15%1.52%1.71%Q2 2022Q3 20235
Ziegler Capital Management, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
PACIFIC CAPITAL WEALTH ADVISORS, INC 410.02%1.89%6.63%Q3 2020Q1 20225
Fulcrum Equity Management 414.21%5.52%8.05%Q2 2022Q3 20235
Spartan Planning & Wealth Management 410.00%0.00%0.00%Q1 2022Q3 20235
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q4 2020Q1 20225
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.02%0.02%0.02%Q4 2021Q4 20225
KENFARB & CO. 550.01%0.01%0.01%Q3 2022Q3 20235
Founders Capital Management 550.00%0.00%0.00%Q2 2022Q2 20235
Plante Moran Financial Advisors, LLC 210.00%0.01%0.02%Q3 2018Q2 20225
Jackson Wealth Management, LLC 550.85%2.47%5.32%Q4 2018Q4 20195
Inscription Capital, LLC 310.07%0.13%0.23%Q2 2020Q3 20235
Karp Capital Management Corp 550.04%0.15%0.32%Q4 2020Q4 20215
Spinnaker Investment Group, LLC 320.09%0.11%0.13%Q4 2021Q1 20235
WealthTrust Asset Management, LLC 550.22%2.25%6.02%Q3 2022Q3 20235
TCG Advisors, LP 550.95%3.54%4.90%Q2 2019Q2 20205
Clark Capital Management Group, Inc. 410.00%1.56%2.70%Q4 2018Q4 20225
BROWN ADVISORY INC 410.00%0.00%0.01%Q3 2021Q3 20235
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 556.18%6.29%6.68%Q1 2019Q1 20205
KWB Wealth 440.08%0.08%0.08%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.12%1.04%2.13%Q1 2020Q3 20234
Invst, LLC 445.37%7.06%8.70%Q4 2022Q3 20234
HRT FINANCIAL LP 210.01%0.03%0.06%Q3 2020Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 440.16%0.22%0.24%Q4 2022Q3 20234
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.10%0.23%0.30%Q3 2020Q2 20214
STAR Financial Bank 440.99%1.13%1.32%Q4 2022Q3 20234
S. R. Schill & Associates 310.10%3.38%4.94%Q3 2018Q3 20204
Centurion Wealth Management LLC 440.25%1.12%2.12%Q4 2022Q3 20234
TFG Advisers LLC 310.12%0.19%0.37%Q3 2020Q3 20234
PROFESSIONAL PLANNING 440.11%0.29%0.42%Q4 2020Q3 20214
Brio Consultants, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Integrity Advisory, LLC 440.43%1.10%1.60%Q1 2022Q4 20224
BOS Asset Management, LLC 441.97%2.13%2.26%Q4 2022Q3 20234
Bridge Advisory, LLC 441.04%1.11%1.16%Q4 2022Q3 20234
RESOLUTE FINANCIAL, LLC 440.22%0.24%0.28%Q4 2021Q3 20224
Weatherstone Capital Management 440.72%6.75%12.65%Q2 2018Q1 20194
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Rock Creek Group, LP 440.12%1.82%3.67%Q4 2022Q3 20234
Domani Wealth, LLC 443.08%3.90%4.60%Q2 2022Q1 20234
Leucadia National 440.01%0.02%0.03%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.12%1.11%1.47%Q4 2022Q3 20234
Sepio Capital, LP 440.08%0.10%0.11%Q4 2021Q3 20224
Moloney Securities Asset Management, LLC 440.06%0.07%0.08%Q3 2019Q2 20204
Caerus Investment Advisors, LLC 441.69%3.78%5.33%Q3 2022Q2 20234
Purus Wealth Management, LLC 440.15%0.20%0.28%Q4 2020Q3 20214
Beacon Capital Management, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
ROVIN CAPITAL /UT/ /ADV 440.21%0.54%0.90%Q1 2021Q4 20214
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.15%0.20%0.32%Q4 2022Q3 20234
Bell Bank 440.20%0.31%0.50%Q4 2022Q3 20234
STEPH & CO 440.03%0.04%0.07%Q3 2020Q2 20214
Newport Capital Group, LLC 221.27%2.86%4.22%Q3 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.10%0.22%Q4 2022Q3 20234
Financial Planning & Information Services, Inc. 440.91%3.09%4.66%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.32%0.55%1.00%Q4 2022Q3 20234
SAGE RHINO CAPITAL LLC 440.23%0.62%1.13%Q4 2022Q3 20234
Shore Point Advisors, LLC 440.81%0.88%0.97%Q4 2022Q3 20234
Stone House Investment Management, LLC 310.09%0.14%0.19%Q4 2017Q1 20194
CITY HOLDING CO 440.01%0.01%0.02%Q2 2022Q1 20234
Semus Wealth Partners LLC 440.37%0.63%0.92%Q4 2022Q3 20234
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 440.07%0.16%0.32%Q4 2022Q3 20234
Kistler-Tiffany Companies, LLC 440.02%0.05%0.06%Q3 2022Q2 20234
Sugarloaf Wealth Management, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Audent Global Asset Management, LLC 440.45%0.80%1.45%Q4 2021Q3 20224
Laurel Wealth Advisors LLC 310.01%0.01%0.01%Q4 2019Q3 20234
Citizens Business Bank 310.03%0.04%0.06%Q4 2020Q2 20224
Buck Wealth Strategies, LLC 311.20%1.49%1.89%Q3 2022Q3 20234
Aspen Investment Management Inc 440.37%0.55%0.64%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 441.65%1.86%2.06%Q4 2022Q3 20234
Tranquility Partners, LLC 220.35%0.50%0.87%Q3 2019Q3 20204
HALL LAURIE J TRUSTEE 440.17%0.19%0.20%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.20%0.49%0.83%Q4 2022Q3 20234
Forza Wealth Management, LLC 443.26%3.75%4.78%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.14%0.35%Q4 2022Q3 20234
Beacon Pointe Wealth Advisors, LLC 443.92%4.51%5.07%Q1 2019Q4 20194
Paradigm Capital Management, LLC/NV 4414.18%16.75%19.35%Q4 2021Q3 20224
Fortis Capital Advisors, LLC 440.22%0.80%2.02%Q4 2022Q3 20234
Live Oak Investment Partners 440.18%0.33%0.52%Q4 2022Q3 20234
FURE FINANCIAL CORP 310.00%3.12%9.69%Q1 2021Q2 20224
Partnervest Advisory Services LLC 310.14%2.05%2.84%Q2 2019Q3 20204
FIRST BUSINESS FINANCIAL SERVICES, INC. 441.31%1.35%1.37%Q4 2022Q3 20234
Prossimo Advisors, LLC 440.54%1.43%2.46%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.38%0.61%1.10%Q4 2022Q3 20234
Financial Connections Group, Inc. 441.69%2.46%3.82%Q4 2022Q3 20234
CIC Wealth, LLC 440.66%0.96%1.20%Q4 2022Q3 20234
Financial Alternatives, Inc 440.18%0.19%0.20%Q4 2022Q3 20234
TrueWealth Advisors, LLC 440.13%0.13%0.14%Q4 2022Q3 20234
Pinnacle Advisory Group, Inc. 441.76%3.58%4.80%Q2 2020Q1 20214
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 210.47%2.66%6.94%Q4 2018Q1 20234
Family Asset Management, LLC 442.57%4.84%7.11%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.22%0.45%0.81%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 220.02%0.05%0.09%Q1 2019Q3 20234
MADISON WEALTH MANAGEMENT 440.13%0.14%0.16%Q4 2021Q3 20224
Peak Asset Management, LLC 440.07%0.09%0.10%Q2 2020Q1 20214
PINNACLE FINANCIAL PARTNERS INC 210.01%0.01%0.02%Q3 2019Q2 20234
Ergawealth Advisors, Inc. 441.25%2.33%3.32%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.45%0.61%0.92%Q4 2022Q3 20234
Watson Rebecca 447.77%8.05%8.45%Q4 2019Q3 20204
Sharper & Granite LLC 441.21%1.33%1.45%Q4 2022Q3 20234
Industrial Alliance Investment Management Inc. 440.00%0.08%0.30%Q4 2022Q3 20234
Evergreen Wealth Solutions, LLC 440.66%1.49%2.18%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.19%0.21%0.23%Q4 2022Q3 20234
Headlands Technologies LLC 440.17%0.68%1.96%Q4 2022Q3 20234
ETFIDEA, LLC 440.85%0.94%1.13%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.09%0.16%0.39%Q4 2022Q3 20234
Vawter Financial, Ltd. 442.54%3.02%3.43%Q4 2022Q3 20234
AIFG Consultants Ltd. 440.32%0.81%1.91%Q4 2022Q3 20234
Ethos Financial Group, LLC 441.13%1.77%3.16%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Hubbell Strickland Wealth Management, LLC 440.15%0.15%0.15%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 441.04%1.25%1.50%Q4 2022Q3 20234
OARSMAN CAPITAL, INC. 441.11%1.57%2.13%Q4 2022Q3 20234
Syverson Strege & Co 310.00%0.03%0.05%Q1 2021Q3 20224
COLUMBIA ADVISORY PARTNERS LLC 440.40%0.62%0.95%Q1 2022Q4 20224
SP Asset Management LLC 440.30%0.56%0.87%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
IAG Wealth Partners, LLC 310.00%0.00%0.01%Q4 2019Q1 20234
Alliance Wealth Advisors, LLC /UT 443.35%3.72%4.15%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.82%1.70%2.70%Q4 2022Q3 20234
Benedetti & Gucer, Inc. 440.23%0.30%0.37%Q1 2021Q4 20214
Pineno Levin & Ford Asset Management, Inc. 440.19%0.22%0.25%Q1 2021Q4 20214
Regal Investment Advisors LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Simplicity Wealth,LLC 440.29%1.40%2.52%Q4 2021Q3 20224
Apella Capital, LLC 310.07%0.13%0.16%Q4 2022Q4 20234
Wallace Advisory Group, LLC 440.80%1.16%1.61%Q4 2022Q3 20234
Verum Partners LLC 444.36%9.51%13.89%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.28%0.40%0.56%Q4 2022Q3 20234
ETF Store, Inc. 440.21%0.23%0.24%Q4 2022Q3 20234
Miller Investment Management, LP 443.64%3.80%4.19%Q4 2018Q3 20194
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
Core Wealth Advisors, Inc. 440.10%0.22%0.28%Q4 2022Q3 20234
LEE JOHNSON CAPITAL MANAGEMENT, LLC 440.52%0.73%1.06%Q4 2021Q3 20224
Lifestyle Asset Management, Inc. 440.18%3.95%5.31%Q4 2022Q3 20234
Palumbo Wealth Management LLC 440.13%0.24%0.35%Q4 2020Q3 20214
SUNTRUST BANKS INC 440.01%0.04%0.05%Q4 2018Q3 20194
Guardian Wealth Advisors, LLC 440.35%0.65%0.88%Q4 2022Q3 20234
QUATTRO FINANCIAL ADVISORS LLC 440.46%0.63%0.76%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 441.29%2.04%2.56%Q4 2021Q3 20224
Birch Capital Management, LLC 440.02%0.38%0.67%Q4 2022Q3 20234
Donoghue Forlines LLC 441.16%7.94%14.61%Q2 2020Q1 20214
TMD & ASSOCIATES, INC 448.57%10.40%11.94%Q3 2018Q2 20194
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Lodestone Wealth Management LLC 443.97%4.28%4.74%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 441.26%1.81%2.98%Q4 2022Q3 20234
Charles Schwab Investment Advisory, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.78%0.83%0.92%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.02%0.02%0.02%Q4 2022Q3 20234
Oldfather Financial Services, LLC 440.41%0.76%1.06%Q1 2020Q4 20204
Vestmark Advisory Solutions, Inc. 310.02%0.07%0.13%Q3 2021Q4 20224
BBJS FINANCIAL ADVISORS, LLC 440.01%0.15%0.30%Q4 2022Q3 20234
Wealthspire Advisors, L.P. 440.03%0.03%0.03%Q4 2018Q3 20194
Fluent Financial, LLC 310.13%0.28%0.66%Q4 2019Q2 20214
360 Financial, Inc. 440.12%0.14%0.14%Q1 2022Q4 20224
BRIGHTON JONES LLC 440.01%0.02%0.02%Q2 2020Q1 20214
Berman Capital Advisors, LLC 440.00%0.17%0.23%Q2 2019Q1 20204
L & S Advisors Inc 220.03%0.28%0.58%Q4 2018Q2 20204
HOHIMER WEALTH MANAGEMENT, LLC 440.66%1.52%2.50%Q1 2022Q4 20224
Procyon Advisors, LLC 310.03%0.75%1.52%Q2 2021Q3 20234
Corient Private Wealth LLC 440.05%0.08%0.12%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.47%1.78%Q4 2018Q4 20214
BECK CAPITAL MANAGEMENT, LLC 110.14%0.33%0.64%Q3 2019Q2 20233
PFG Investments, LLC 330.30%0.34%0.40%Q1 2023Q3 20233
TRANSCEND CAPITAL ADVISORS, LLC 330.04%0.08%0.14%Q3 2020Q1 20213
CONSULTIVA WEALTH MANAGEMENT, CORP. 211.93%2.07%2.22%Q2 2019Q1 20213
Pinnacle Private Wealth, LLC 330.21%0.23%0.25%Q4 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.30%0.89%Q3 2022Q3 20233
WealthOne, LLC 210.10%0.13%0.18%Q4 2018Q3 20223
Boothe Investment Group, Inc. 330.31%0.49%0.62%Q2 2019Q4 20193
Shamrock Asset Management LLC 330.45%0.73%0.97%Q1 2019Q3 20193
Three Bridge Wealth Advisors, LLC 330.15%0.18%0.24%Q1 2022Q3 20223
STOCK YARDS BANK & TRUST CO 330.09%0.09%0.10%Q2 2020Q4 20203
Cape Investment Advisory, Inc. 330.01%0.04%0.11%Q1 2023Q3 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q4 2020Q2 20213
Sonora Investment Management, LLC 210.01%0.01%0.01%Q1 2020Q3 20213
CPR Investments Inc. 210.54%0.70%1.00%Q4 2022Q3 20233
Wiser Wealth Management, Inc 330.10%0.11%0.12%Q1 2023Q3 20233
Renaissance Technologies 330.05%0.06%0.09%Q1 2023Q3 20233
Next Level Private LLC 110.16%0.22%0.30%Q1 2022Q2 20233
WBI INVESTMENTS, LLC 330.28%0.51%0.65%Q1 2023Q3 20233
CHOREO, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 330.09%0.15%0.27%Q4 2020Q2 20213
WASHINGTON TRUST Co 330.00%0.00%0.00%Q3 2020Q1 20213
PACIFIC FINANCIAL GROUP INC 330.45%0.94%1.20%Q4 2018Q2 20193
Plan Group Financial, LLC 210.26%0.48%0.65%Q2 2022Q3 20233
SRS Capital Advisors, Inc. 330.00%0.98%2.94%Q1 2023Q3 20233
Sterling Financial Group, Inc. 330.53%9.83%14.48%Q4 2022Q2 20233
Heritage Wealth Partners, LLC 330.67%1.64%3.02%Q1 2023Q3 20233
FOCUS Wealth Advisors, LLC 330.19%1.55%2.27%Q1 2023Q3 20233
AlphaCore Capital LLC 334.65%5.06%5.28%Q1 2023Q3 20233
GUGGENHEIM CAPITAL LLC 330.02%0.19%0.28%Q2 2019Q4 20193
Pacific Sage Partners, LLC 330.06%0.07%0.07%Q4 2022Q2 20233
CHANNEL WEALTH LLC 330.13%0.29%0.44%Q1 2023Q3 20233
Cadence Bank 210.03%0.04%0.05%Q1 2021Q3 20233
Elevated Capital Advisors, LLC 110.27%0.70%1.23%Q1 2019Q2 20203
Retirement Planning Group, LLC 330.03%0.04%0.05%Q2 2021Q4 20213
RMR Wealth Builders 330.37%0.52%0.76%Q3 2020Q1 20213
Daniels&Tansey,LLP 330.09%0.88%1.30%Q1 2023Q3 20233
Laidlaw Wealth Management LLC 210.06%0.08%0.12%Q2 2022Q1 20233
PSI Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 110.00%0.00%0.01%Q2 2018Q3 20223
Advisor OS, LLC 210.06%1.67%4.27%Q2 2020Q2 20233
Ruggaard & Associates LLC 336.95%7.31%7.80%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
InTrack Investment Management Inc 330.37%0.41%0.47%Q2 2023Q4 20233
Center For Asset Management LLC 330.43%1.00%1.48%Q3 2022Q1 20233
First Command Financial Services, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2019Q3 20193
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.02%Q3 2021Q4 20223
Dorsey & Whitney Trust CO LLC 210.02%0.04%0.06%Q4 2018Q3 20233
Baltimore-Washington Financial Advisors, Inc. 110.04%0.04%0.05%Q4 2020Q1 20223
Teamwork Financial Advisors, LLC 330.14%0.52%1.23%Q1 2023Q3 20233
Heartland Bank & Trust Co 330.19%0.22%0.24%Q1 2022Q3 20223
IVC Wealth Advisors LLC 330.40%0.48%0.59%Q2 2022Q4 20223
PACES FERRY WEALTH ADVISORS, LLC 335.22%5.48%5.86%Q1 2023Q3 20233
Sanford Advisory Services, LLC 330.34%1.00%1.51%Q2 2022Q4 20223
Meadow Creek Wealth Advisors LLC 211.28%1.60%2.06%Q4 2019Q3 20223
TimeScale Financial, Inc. 210.01%0.01%0.02%Q1 2021Q2 20233
Wealth Advisory Solutions, LLC 330.10%0.11%0.12%Q2 2020Q4 20203
PARAGON FINANCIAL PARTNERS, INC. 331.64%1.74%1.88%Q4 2021Q2 20223
Hayden Royal, LLC 210.33%0.38%0.45%Q3 2020Q2 20213
American Trust 210.02%0.10%0.26%Q4 2022Q3 20233
Hennion & Walsh Asset Management, Inc. 331.00%1.10%1.20%Q1 2021Q3 20213
Private Wealth Partners, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Verity Asset Management, Inc. 330.23%0.29%0.39%Q4 2018Q2 20193
PROVENCE WEALTH MANAGEMENT GROUP 210.00%0.20%0.33%Q4 2021Q3 20233
VisionPoint Advisory Group, LLC 210.04%0.32%0.81%Q4 2022Q3 20233
Revolve Wealth Partners, LLC 330.10%0.18%0.32%Q4 2021Q2 20223
O'Connor Financial Group LLC 330.37%0.67%1.00%Q1 2023Q3 20233
Planning Solutions Group LLC 330.12%0.32%0.68%Q4 2018Q2 20193
FIRST NATIONAL CORP /MA/ /ADV 210.00%0.10%0.31%Q4 2018Q1 20203
Truvestments Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Ellis Investment Partners, LLC 210.00%0.07%0.10%Q3 2022Q3 20233
Rollins Financial 330.07%0.08%0.09%Q1 2023Q3 20233
BOK Financial Private Wealth, Inc. 210.00%0.77%1.24%Q4 2018Q2 20223
Opes Wealth Management LLC 330.17%0.18%0.19%Q1 2023Q3 20233
Clean Yield Group 210.00%0.01%0.02%Q1 2022Q3 20233
IFG Advisors, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.03%0.04%0.06%Q4 2022Q3 20233
Accurate Wealth Management, LLC 210.06%0.19%0.36%Q1 2022Q4 20223
Insight Wealth Partners, LLC 330.42%1.66%2.50%Q1 2023Q3 20233
LMG Wealth Partners, LLC 330.14%0.14%0.15%Q4 2022Q2 20233
Golden State Equity Partners 330.53%0.68%0.91%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.32%0.64%0.81%Q4 2020Q2 20213
Legacy Capital Group California, Inc. 330.96%3.13%4.24%Q1 2023Q3 20233
Great Diamond Partners, LLC 210.10%0.14%0.23%Q2 2022Q3 20233
Covenant Partners, LLC 330.10%0.17%0.22%Q1 2022Q3 20223
ZRC WEALTH MANAGEMENT, LLC 330.10%0.19%0.29%Q1 2023Q3 20233
Global Assets Advisory, LLC 210.23%0.51%0.79%Q3 2022Q3 20233
Manning & Napier Group, LLC 330.01%0.01%0.02%Q1 2019Q3 20193
New Capital Management LP 210.41%0.91%1.54%Q4 2022Q3 20233
Clarity Financial LLC 210.04%1.26%3.66%Q2 2021Q2 20223
AlphaStar Capital Management, LLC 210.02%0.05%0.11%Q3 2021Q3 20223
REDMONT WEALTH ADVISORS LLC 331.37%2.65%4.65%Q1 2023Q3 20233
Menard Financial Group LLC 330.47%0.61%0.71%Q1 2022Q3 20223
MinichMacGregor Wealth Management, LLC 210.02%0.08%0.11%Q3 2020Q4 20223
ORG Partners LLC 330.27%0.36%0.45%Q1 2023Q3 20233
Ledge Wealth Management, Inc. 330.19%0.23%0.25%Q2 2022Q4 20223
Gotham Asset Management, LLC 330.07%0.11%0.13%Q1 2023Q3 20233
PALLADIEM, LLC 334.26%4.48%4.66%Q4 2020Q2 20213
Congress Wealth Management LLC / DE / 210.01%0.31%0.77%Q4 2021Q4 20223
Kesler, Norman & Wride, LLC 330.08%0.10%0.12%Q4 2020Q2 20213
Redwood Financial Network Corp 330.27%0.44%0.59%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.01%0.03%0.08%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
REGENTATLANTIC CAPITAL LLC 210.01%0.01%0.03%Q2 2018Q3 20223
SageView Advisory Group, LLC 330.01%0.04%0.06%Q1 2023Q3 20233
MRA Advisory Group 330.36%0.41%0.47%Q2 2022Q4 20223
Madrona Financial Services, LLC 331.27%1.53%1.77%Q4 2022Q2 20233
Hightower 6M Holding, LLC 332.48%2.56%2.62%Q1 2022Q3 20223
IronBridge Private Wealth, LLC 335.76%5.98%6.25%Q1 2023Q3 20233
CHAPIN DAVIS, INC. 330.13%0.13%0.14%Q1 2023Q3 20233
Authentikos Wealth Advisory, LLC 330.37%0.84%1.11%Q1 2023Q3 20233
Hexagon Capital Partners LLC 330.02%0.02%0.02%Q1 2023Q3 20233
ROMAN BUTLER FULLERTON & CO 330.35%0.37%0.38%Q1 2023Q3 20233
SteelPeak Wealth, LLC 210.02%0.05%0.12%Q4 2019Q4 20213
Wealth Quarterback LLC 210.00%0.02%0.06%Q4 2019Q2 20213
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 330.09%2.60%7.63%Q1 2019Q3 20193
JOURNEY STRATEGIC WEALTH LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Fiduciary Alliance LLC 330.00%0.36%1.07%Q4 2022Q2 20233
Virtu Financial LLC 210.06%0.19%0.40%Q3 2017Q2 20183
Strategic Financial Concepts, LLC 330.23%0.39%0.68%Q1 2023Q3 20233
First Command Bank 330.00%0.00%0.00%Q4 2022Q2 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.60%0.82%1.05%Q2 2020Q3 20202
DWM Financial Group, Inc. 113.56%4.48%5.40%Q4 2019Q2 20202
GM Advisory Group, LLC 110.11%0.30%0.48%Q1 2021Q1 20232
Institute for Wealth Management, LLC. 220.05%0.06%0.06%Q1 2019Q2 20192
Round Table Services, LLC 220.05%0.26%0.47%Q2 2022Q3 20222
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OXFORD FINANCIAL GROUP, LTD. LLC 220.03%0.04%0.04%Q3 2021Q4 20212
FIRST AMERICAN TRUST, FSB 220.04%0.04%0.04%Q2 2023Q3 20232
McClarren Financial Advisors, Inc. 220.02%0.03%0.04%Q4 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Lineweaver Wealth Advisors, LLC 220.08%0.11%0.14%Q4 2020Q1 20212
Pacifica Partners Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Crumly & Associates Inc. 221.22%4.37%7.52%Q4 2022Q1 20232
MORRIS FINANCIAL CONCEPTS, INC. 220.18%0.18%0.18%Q2 2023Q3 20232
Carnegie Capital Asset Management, LLC 220.01%0.05%0.09%Q4 2022Q1 20232
ADAMSBROWN WEALTH CONSULTANTS LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Quadrant Capital Management, LLC 220.23%0.27%0.31%Q3 2019Q4 20192
Minot Wealth Management LLC 220.07%0.24%0.40%Q1 2022Q2 20222
Impact Partnership Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Blue Sky Asset Management, LLC 220.10%0.18%0.26%Q4 2019Q1 20202
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2018Q1 20212
Vectors Research Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Greenwich Investment Management, Inc. 220.53%0.89%1.25%Q1 2020Q2 20202
Intercontinental Wealth Advisors, LLC 110.03%0.09%0.15%Q4 2018Q4 20192
Bragg Financial Advisors, Inc 220.03%0.03%0.04%Q1 2023Q2 20232
SWMG, LLC 110.35%0.38%0.41%Q4 2022Q2 20232
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
LS Investment Advisors, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.03%Q4 2022Q3 20232
Confluence Wealth Services, Inc. 110.01%0.06%0.11%Q4 2021Q3 20232
FundX Investment Group, LLC 221.87%2.62%3.37%Q4 2018Q1 20192
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 220.00%0.00%0.00%Q2 2019Q3 20192
PBMares Wealth Management LLC 220.59%0.73%0.86%Q4 2019Q1 20202
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q1 20232
Slagle Financial, LLC 220.24%0.24%0.25%Q2 2023Q3 20232
Frontier Asset Management, LLC 220.88%1.24%1.59%Q2 2023Q3 20232
Auour Investments LLC 221.36%1.67%1.98%Q2 2023Q3 20232
Kingdom Financial Group LLC. 220.23%0.24%0.25%Q2 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.03%0.04%0.05%Q2 2023Q3 20232
TIEDEMANN ADVISORS, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
RETIREMENT CAPITAL STRATEGIES 110.56%4.63%8.71%Q3 2022Q1 20232
Northeast Financial Group, Inc. 220.18%0.19%0.19%Q2 2023Q3 20232
Fusion Capital, LLC 220.90%1.03%1.16%Q3 2022Q4 20222
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Astoria Strategic Wealth, Inc. 224.94%5.12%5.31%Q4 2019Q1 20202
KHP Capital, LLC 220.04%0.04%0.05%Q1 2018Q2 20182
PRUDENTIAL FINANCIAL INC 220.01%0.01%0.01%Q2 2020Q3 20202
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Winch Advisory Services, LLC 110.02%0.28%0.55%Q4 2018Q3 20232
Bison Wealth, LLC 220.00%0.19%0.37%Q1 2022Q2 20222
ATWOOD & PALMER INC 220.02%0.04%0.05%Q2 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.01%Q1 2020Q2 20222
IBEX WEALTH ADVISORS 220.07%0.11%0.14%Q2 2021Q3 20212
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.36%0.38%0.40%Q1 2022Q2 20222
LAKE STREET ADVISORS GROUP, LLC 110.02%0.03%0.04%Q2 2018Q4 20192
KCS Wealth Advisory 220.07%0.10%0.14%Q2 2023Q3 20232
Financial Planners of Cleveland, Inc. 220.66%2.58%4.51%Q4 2021Q1 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.84%1.29%1.74%Q4 2022Q3 20232
Portside Wealth Group, LLC 224.05%4.26%4.47%Q2 2023Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.01%0.03%Q4 2018Q1 20232
MARINO, STRAM & ASSOCIATES LLC 220.08%0.08%0.08%Q2 2023Q3 20232
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2021Q2 20222
Hutchens & Kramer Investment Management Group, LLC 220.28%2.95%5.62%Q3 2022Q4 20222
Atomi Financial Group, Inc. 220.19%0.24%0.29%Q2 2023Q3 20232
Southeast Asset Advisors Inc. 220.08%0.18%0.27%Q2 2023Q3 20232
Lion Street Advisors, LLC 110.07%0.19%0.30%Q1 2023Q3 20232
Royal Fund Management, LLC 221.25%1.30%1.36%Q2 2023Q3 20232
Stonebridge Financial Planning Group, LLC 220.03%0.03%0.04%Q3 2020Q4 20202
Lunt Capital Management, Inc. 220.46%0.52%0.59%Q2 2023Q3 20232
ClearBridge Investments 220.00%0.00%0.00%Q4 2019Q1 20202
Future Financial Wealth Managment LLC 221.24%1.31%1.38%Q2 2023Q3 20232
VALLEY FINANCIAL MANAGEMENT, INC. 223.45%3.47%3.50%Q1 2023Q2 20232
Great Lakes Retirement, Inc. 220.13%0.23%0.34%Q4 2019Q1 20202
Alpha Financial Partners, LLC 220.34%0.35%0.36%Q4 2022Q1 20232
PRUDENTIAL PLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pillar Wealth Advisors, LLC 220.45%0.85%1.26%Q2 2023Q3 20232
Johnson Financial Group, LLC 220.18%0.21%0.25%Q4 2018Q1 20192
RiverFront Investment Group, LLC 220.11%0.14%0.17%Q2 2023Q3 20232
Brightworth 220.32%0.36%0.40%Q4 2020Q1 20212
361 CAPITAL LLC 220.13%0.33%0.53%Q4 2018Q1 20192
HAZLETT, BURT & WATSON, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
BNC WEALTH MANAGEMENT, LLC 110.07%0.08%0.10%Q3 2020Q4 20212
Horizon Kinetics 220.01%0.08%0.15%Q3 2018Q4 20182
NEIRG Wealth Management, LLC 223.06%3.24%3.42%Q1 2023Q2 20232
Koshinski Asset Management, Inc. 110.04%0.05%0.05%Q2 2020Q3 20232
BADGLEY PHELPS & BELL INC 220.43%0.46%0.49%Q1 2021Q2 20212
ELEVATUS WELATH MANAGEMENT 220.14%0.17%0.19%Q2 2023Q3 20232
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
BOYS ARNOLD & CO INC 220.10%0.10%0.11%Q3 2019Q4 20192
CWA Asset Management Group, LLC 110.02%0.02%0.03%Q2 2022Q4 20222
D'Orazio & Associates, Inc. 223.19%3.74%4.29%Q3 2022Q4 20222
D L CARLSON INVESTMENT GROUP INC 220.43%0.53%0.64%Q2 2023Q3 20232
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q2 20232
MGO Private Wealth, LLC 220.17%0.18%0.19%Q3 2022Q4 20222
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q2 2023Q3 20232
Ashfield Capital Partners, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Cynosure Group, LLC 224.23%4.28%4.33%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.24%0.25%0.25%Q2 2023Q3 20232
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.06%0.06%0.07%Q2 2022Q3 20222
GYL FINANCIAL SYNERGIES, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Sage Investment Advisers LLC 220.26%0.26%0.27%Q4 2021Q1 20222
Hudock, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Better Money Decisions, LLC 110.01%0.03%0.05%Q3 2021Q2 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
TFB Advisors LLC 220.29%0.31%0.32%Q4 2022Q1 20232
Scarborough Advisors, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Tilson Financial Group, Inc. 220.22%0.22%0.23%Q4 2022Q1 20232
Advisors Capital Management, LLC 220.14%0.16%0.17%Q2 2023Q3 20232
Stadion Money Management, LLC 110.86%1.53%2.20%Q4 2018Q3 20202
Harbour Capital Advisors, LLC 220.21%0.35%0.50%Q4 2018Q1 20192
BEACON FINANCIAL GROUP 220.14%0.15%0.16%Q2 2022Q3 20222
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2019Q2 20192
Econ Financial Services Corp 222.68%2.93%3.17%Q3 2022Q4 20222
NorthCrest Asset Manangement, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
FOREFRONT WEALTH MANAGEMENT INC. 221.91%1.95%1.99%Q4 2021Q1 20222
Crescent Grove Advisors, LLC 110.09%0.11%0.13%Q1 2023Q3 20232
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Landsberg, Bennett, & Dubbaneh LLC 220.16%0.17%0.19%Q3 2019Q4 20192
BAROMETER CAPITAL MANAGEMENT INC. 220.07%0.10%0.13%Q2 2023Q3 20232
tru Independence LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Systelligence, LLC 220.09%0.11%0.14%Q2 2020Q3 20202
Outlook Wealth Advisors, LLC 221.40%1.66%1.92%Q1 2020Q2 20202
Brand Asset Management Group, Inc. 110.01%0.12%0.23%Q1 2021Q1 20222
Flaharty Asset Management, LLC 223.82%3.88%3.93%Q2 2023Q3 20232
FineMark National Bank & Trust 220.02%0.02%0.02%Q2 2020Q3 20202
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.83%1.05%1.28%Q3 2020Q4 20202
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.09%0.09%0.09%Q2 2022Q3 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
ELLERSON GROUP INC /ADV 110.13%0.13%0.13%Q3 2023Q3 20231
Ascension Asset Management LLC 110.88%0.88%0.88%Q4 2020Q4 20201
Simplify Asset Management Inc. 110.21%0.21%0.21%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.14%0.14%0.14%Q4 2019Q4 20191
Vident Investment Advisory, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Second Half Financial Partners, LLC 110.30%0.30%0.30%Q2 2023Q2 20231
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2023Q4 20231
Park Edge Advisors, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
W.G. Shaheen & Associates DBA Whitney & Co 110.04%0.04%0.04%Q3 2020Q3 20201
Warberg Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Virtu KCG Holdings LLC 110.06%0.06%0.06%Q2 2017Q2 20171
Compass Ion Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Equita Financial Network, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
Arjuna Capital 110.02%0.02%0.02%Q1 2023Q1 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
F3Logic, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
CFO4Life, L.P. 110.86%0.86%0.86%Q4 2022Q4 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
InterOcean Capital Group, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KCM INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q4 2022Q4 20221
AXS Investments LLC 119.01%9.01%9.01%Q3 2021Q3 20211
Stuart Chaussee & Associates, Inc. 1123.66%23.66%23.66%Q4 2018Q4 20181
TRH Financial, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Activest Wealth Management 110.04%0.04%0.04%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.28%0.28%0.28%Q4 2020Q4 20201
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
AFFINIA FINANCIAL GROUP, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
IAM Advisory, LLC 114.25%4.25%4.25%Q4 2022Q4 20221
AMUSSEN HUNSAKER ASSOCIATES LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Evolution Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wick Capital Partners, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Agate Pass Investment Management, LLC 110.22%0.22%0.22%Q4 2023Q4 20231
Mirador Capital Partners LP 110.14%0.14%0.14%Q4 2020Q4 20201
Friedenthal Financial 113.57%3.57%3.57%Q3 2022Q3 20221
Black Swift Group, LLC 111.10%1.10%1.10%Q4 2018Q4 20181
Family Investment Center, Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Empirical Finance, LLC 110.43%0.43%0.43%Q4 2018Q4 20181
Leelyn Smith, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Kaydan Wealth Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
BUCKINGHAM STRATEGIC WEALTH, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Joule Financial, LLC 110.38%0.38%0.38%Q2 2022Q2 20221
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20221
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
WASHINGTON TRUST BANK 110.08%0.08%0.08%Q3 2018Q3 20181
Blackston Financial Advisory Group, LLC 110.54%0.54%0.54%Q2 2023Q2 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Colonial River Wealth Management, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
LITTLE HOUSE CAPITAL LLC 112.24%2.24%2.24%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
DRAVO BAY LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Synergy Asset Management, LLC 112.94%2.94%2.94%Q3 2022Q3 20221
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Deseret Mutual Benefit Administrators 112.95%2.95%2.95%Q3 2023Q3 20231
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
West Wealth Group, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
Perkins Coie Trust Co 110.01%0.01%0.01%Q1 2022Q1 20221
GOULD ASSET MANAGEMENT LLC /CA/ 110.15%0.15%0.15%Q2 2022Q2 20221
SFG Wealth Management, LLC. 111.02%1.02%1.02%Q2 2023Q2 20231
Grove Bank & Trust 110.02%0.02%0.02%Q3 2023Q3 20231
SFMG, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sterling Investment Counsel, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Wealthgate Family Office, LLC 111.59%1.59%1.59%Q3 2021Q3 20211
Winslow, Evans & Crocker, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
TLW Wealth Management, LLC 1128.00%28.00%28.00%Q4 2018Q4 20181
Security National Bank 110.13%0.13%0.13%Q3 2023Q3 20231
Legacy Financial Advisors, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Squar Milner Financial Services LLC 110.75%0.75%0.75%Q4 2019Q4 20191
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
CCG WEALTH MANAGEMENT, LLC 110.24%0.24%0.24%Q1 2022Q1 20221
Team Financial Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
New World Advisors LLC 110.19%0.19%0.19%Q2 2021Q2 20211
BluePath Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Treybourne Wealth Planners, Inc. 111.50%1.50%1.50%Q2 2021Q2 20211
Litman Gregory Wealth Management LLC 110.04%0.04%0.04%Q2 2022Q2 20221
WBH ADVISORY INC 110.13%0.13%0.13%Q3 2021Q3 20211
GEM Asset Management, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q1 2022Q1 20221
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q4 2021Q4 20211
Seneca House Advisors 110.14%0.14%0.14%Q4 2022Q4 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.51%0.51%0.51%Q2 2021Q2 20211
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Spotlight Asset Group, Inc. 110.11%0.11%0.11%Q3 2020Q3 20201
Clarfeld Financial Advisors, LLC 113.75%3.75%3.75%Q4 2018Q4 20181
Imprint Wealth LLC 110.25%0.25%0.25%Q2 2023Q2 20231
Gilman Hill Asset Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
GFG Capital, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 111.90%1.90%1.90%Q3 2023Q3 20231
Wealthspire Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Adams Chetwood Wealth Management LLC 110.29%0.29%0.29%Q1 2022Q1 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Barrett Asset Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
INTREPID FAMILY OFFICE LLC 115.03%5.03%5.03%Q4 2022Q4 20221
Sandy Cove Advisors, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Sheets Smith Investment Management 110.80%0.80%0.80%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Visionary Asset Management, Inc. 110.77%0.77%0.77%Q4 2018Q4 20181
Strata Wealth Advisors, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ALLIANCEBERNSTEIN L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
Beaird Harris Wealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Endurance Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Cordatus Wealth Management LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Wealth Advisors of Iowa, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Questar Asset Management, Inc. 110.41%0.41%0.41%Q4 2018Q4 20181
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Muzinich & Co., Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
My Legacy Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Urban Wealth Management, LLC 110.43%0.43%0.43%Q2 2022Q2 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Echo45 Advisors LLC 110.44%0.44%0.44%Q4 2021Q4 20211
INTRUST BANK NA 110.07%0.07%0.07%Q4 2021Q4 20211
LBMC INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Carlsbad Wealth Advisory Group, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
WOODWARD DIVERSIFIED CAPITAL, LLC 110.25%0.25%0.25%Q3 2021Q3 20211
Elwood & Goetz Wealth Advisory Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
INTREPID CAPITAL MANAGEMENT INC 110.09%0.09%0.09%Q2 2019Q2 20191
True Capital Management 110.24%0.24%0.24%Q1 2023Q1 20231
COMMONS CAPITAL, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Physician Wealth Advisors, Inc. 110.09%0.09%0.09%Q4 2020Q4 20201
Tower Wealth Partners, Inc. 110.40%0.40%0.40%Q3 2021Q3 20211
Eaton Financial Holdings Company, LLC 112.08%2.08%2.08%Q4 2022Q4 20221
Quent Capital, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
UNIQUE WEALTH, LLC 110.72%0.72%0.72%Q3 2023Q3 20231
KEB ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q1 2020Q1 20201
NORDEN GROUP LLC 114.78%4.78%4.78%Q3 2023Q3 20231
WADDELL & ASSOCIATES, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Ken Stern & Associates, Inc. 110.09%0.09%0.09%Q2 2018Q2 20181
Verdence Capital Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Cottage Street Advisors LLC 110.12%0.12%0.12%Q1 2022Q1 20221
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
Haverford Trust Co 110.00%0.00%0.00%Q3 2020Q3 20201
Divergent Wealth Advisors 110.93%0.93%0.93%Q4 2021Q4 20211
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Cobblestone Asset Management LLC 112.02%2.02%2.02%Q3 2023Q3 20231
Alexandria Capital, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Permit Capital Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Parker Financial LLC 110.53%0.53%0.53%Q4 2022Q4 20221
Index Fund Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Smart Money Group LLC 110.28%0.28%0.28%Q3 2020Q3 20201
Traverso Chambers Private Wealth Management, LLC 115.06%5.06%5.06%Q4 2019Q4 20191
COURIER CAPITAL LLC 110.23%0.23%0.23%Q3 2021Q3 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2023Q3 20231
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Planned Solutions, Inc. 110.12%0.12%0.12%Q2 2023Q2 20231
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q3 2020Q3 20201
BROWN WEALTH MANAGEMENT, LLC 110.41%0.41%0.41%Q2 2023Q2 20231
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GTS SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q3 2022Q3 20221
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ellevest, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
Boulder Wealth Advisors, LLC 111.73%1.73%1.73%Q4 2022Q4 20221
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Pacific Center for Financial Services 110.02%0.02%0.02%Q2 2023Q2 20231
NEXT Financial Holdings 110.14%0.14%0.14%Q1 2019Q1 20191
Tri-Star Advisors Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
KRAFT ASSET MANAGEMENT, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 111.79%1.79%1.79%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 110.22%0.22%0.22%Q3 2021Q3 20211
RTD Financial Advisors, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Hilton Capital Management, LLC 111.11%1.11%1.11%Q1 2023Q1 20231
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 113.04%3.04%3.04%Q3 2022Q3 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
Source Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Capital Investment Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cohanzick Management, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
NICOLET ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
External links

This page lists all the filers that currently own J P MORGAN EXCHANGE-TRADED F or have owned J P MORGAN EXCHANGE-TRADED F in the past.