PIMCO ETF TR shareholder history

Current and past PIMCO ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2370.00%0.00%0.01%Q2 2013Q3 202378
BANK HAPOALIM BM 33330.01%0.24%0.89%Q4 2013Q4 202154
CITIGROUP INC 42420.00%0.01%0.07%Q2 2013Q3 202348
PRIVATE TRUST CO NA 43430.01%0.12%0.23%Q1 2013Q3 202343
KEYBANK NATIONAL ASSOCIATION/OH 43430.00%0.00%0.01%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.02%0.14%0.91%Q1 2013Q3 202343
Regis Management CO LLC 43430.52%4.02%8.00%Q1 2013Q3 202343
WEIK CAPITAL MANAGEMENT 42420.17%1.54%2.10%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.09%0.22%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.03%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.11%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.07%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.28%1.75%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.15%0.74%Q2 2013Q3 202342
VICUS CAPITAL 42420.86%2.11%6.09%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.11%0.35%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.04%0.16%0.30%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.28%1.02%Q2 2013Q4 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.01%0.04%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
HighTower Advisors, LLC 21200.00%0.04%0.31%Q2 2013Q3 202341
HENGEHOLD CAPITAL MANAGEMENT LLC 41410.04%0.10%0.20%Q3 2013Q3 202341
US BANCORP \DE\ 24170.00%0.00%0.03%Q2 2013Q3 202341
HOLLENCREST CAPITAL MANAGEMENT 40400.27%0.65%1.08%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.09%0.30%Q4 2013Q3 202340
PATTON ALBERTSON MILLER GROUP, LLC 40400.16%1.22%6.12%Q2 2013Q1 202340
D'Orazio & Associates, Inc. 40400.06%0.73%2.64%Q4 2013Q3 202340
Cetera Advisors LLC 3550.02%0.28%1.24%Q2 2013Q3 202340
CIBC WORLD MARKET INC. 3540.00%0.01%0.02%Q3 2013Q3 202339
Janney Montgomery Scott LLC 29100.01%0.05%0.15%Q3 2013Q3 202339
Brinker Capital Investments, LLC 39390.46%1.57%3.33%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.01%0.04%0.07%Q1 2014Q3 202339
ROCKY MOUNTAIN ADVISERS, LLC 39390.01%0.10%0.26%Q4 2013Q2 202339
Occidental Asset Management, LLC 39390.09%3.35%6.09%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 3360.02%0.08%0.61%Q2 2013Q3 202339
D.A. DAVIDSON & CO. 38380.01%0.08%0.54%Q2 2013Q3 202238
CAPTRUST FINANCIAL ADVISORS 2830.00%0.07%0.65%Q4 2013Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202337
LEAVELL INVESTMENT MANAGEMENT, INC. 37370.01%0.08%0.64%Q4 2012Q4 202137
KING LUTHER CAPITAL MANAGEMENT CORP 37370.00%0.00%0.00%Q3 2014Q3 202337
Creative Planning 1710.00%0.00%0.03%Q2 2013Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3520.00%0.06%0.50%Q2 2013Q3 202237
OGOREK ANTHONY JOSEPH /NY/ /ADV 36360.05%0.10%0.21%Q4 2014Q3 202336
Burt Wealth Advisors 36360.06%0.35%1.22%Q4 2014Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.06%1.12%3.52%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.06%0.15%0.23%Q4 2014Q3 202336
Capital Analysts, LLC 2790.00%0.99%4.54%Q1 2013Q3 202336
WEDBUSH SECURITIES INC 2430.01%0.19%0.40%Q2 2013Q3 202336
Destination Wealth Management 3230.13%0.27%0.37%Q4 2013Q3 202335
Asset Management Group, Inc. 34340.24%0.66%1.55%Q2 2015Q3 202334
GREATMARK INVESTMENT PARTNERS, INC. 3310.05%0.21%0.32%Q3 2013Q1 202234
Winfield Associates, Inc. 34340.64%1.52%4.21%Q4 2013Q1 202234
GOULD ASSET MANAGEMENT LLC /CA/ 34340.23%1.06%2.30%Q2 2015Q3 202334
Sigma Planning Corp 34340.01%0.06%0.15%Q4 2014Q1 202334
JNBA Financial Advisors 21130.00%0.04%0.29%Q2 2013Q4 202134
Simplicity Solutions, LLC 2670.08%0.66%3.65%Q2 2015Q3 202333
Atria Investments, Inc 2720.01%0.06%0.13%Q2 2013Q3 202333
Glovista Investments LLC 33330.15%0.42%1.07%Q2 2013Q2 202133
Gemmer Asset Management LLC 33330.00%0.08%2.10%Q1 2014Q1 202233
Smithfield Trust Co 32320.02%0.04%0.07%Q2 2013Q1 202132
Paradigm Financial Advisors, LLC 32320.09%1.17%2.26%Q1 2014Q4 202132
First Heartland Consultants, Inc. 1920.03%0.41%1.67%Q2 2013Q3 202332
Fragasso Group Inc. 32320.36%1.96%3.56%Q1 2016Q4 202332
NEXT Financial Group, Inc 31310.01%0.12%0.39%Q2 2014Q4 202131
IFP Advisors, Inc 17140.01%0.05%0.11%Q4 2015Q3 202331
Psagot Value Holdings Ltd. 31310.00%0.07%0.12%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.05%0.24%0.60%Q1 2016Q3 202331
DELTA ASSET MANAGEMENT LLC/TN 2740.00%0.00%0.01%Q2 2015Q3 202331
Rehmann Capital Advisory Group 1510.06%1.04%2.49%Q2 2012Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.08%0.31%Q2 2013Q3 202030
BerganKDV Wealth Management, LLC 30300.42%0.73%1.37%Q1 2016Q2 202330
QUANTUM CAPITAL MANAGEMENT 30300.06%1.38%8.48%Q2 2013Q3 202030
Cornerstone Wealth Management, LLC 2510.78%2.83%6.54%Q1 2016Q3 202329
Miracle Mile Advisors, LLC 29290.01%0.52%2.09%Q3 2016Q3 202329
FRONTIER INVESTMENT MGMT CO 29290.14%0.79%2.10%Q2 2013Q2 202029
Patten Group, Inc. 1510.01%0.07%0.17%Q4 2014Q3 202329
Mechanics Bank Trust Department 29290.06%0.68%1.01%Q3 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.01%Q1 2014Q3 202329
Hudock, Inc. 19100.01%1.38%18.32%Q2 2013Q3 202229
Dynamic Advisor Solutions LLC 28280.02%0.14%0.28%Q4 2016Q3 202328
Cubic Asset Management, LLC 28280.11%0.13%0.16%Q3 2013Q2 202028
Capital Investment Advisory Services, LLC 28280.01%0.11%0.54%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.03%0.06%0.12%Q4 2016Q3 202328
KAYS FINANCIAL ADVISORY CORP /ADV 28286.78%11.98%17.14%Q4 2013Q3 202028
SUMITOMO MITSUI FINANCIAL GROUP, INC. 28280.05%0.15%0.48%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.02%0.03%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.13%0.64%Q1 2016Q4 202228
BOYS ARNOLD & CO INC 28280.12%0.28%0.83%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.00%0.25%0.86%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.03%0.60%4.57%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.04%0.13%0.52%Q4 2016Q3 202328
Callan Capital, LLC 2340.13%0.29%0.54%Q3 2013Q3 202227
BENJAMIN F. EDWARDS & COMPANY, INC. 2520.00%0.01%0.02%Q2 2013Q3 202327
Horizon Investments, LLC 1130.04%0.61%4.80%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.09%0.32%Q2 2013Q4 201927
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26260.23%0.64%0.86%Q2 2017Q3 202326
Cetera Investment Advisers 26260.02%0.11%0.22%Q2 2017Q3 202326
Fort Point Capital Partners LLC 2150.04%0.81%1.76%Q4 2013Q1 202326
Emery Howard Portfolio Management, Inc. 26260.06%0.09%0.14%Q3 2015Q4 202126
BB&T SECURITIES, LLC 26260.01%0.05%0.31%Q2 2013Q3 201926
Litman Gregory Wealth Management LLC 2150.00%1.98%14.39%Q2 2013Q1 202126
CWM, LLC 1510.00%0.56%1.16%Q3 2015Q3 202326
FIFTH THIRD BANCORP 1610.00%0.00%0.00%Q2 2013Q1 202226
Sowell Financial Services LLC 1720.01%0.53%1.46%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.04%0.10%Q2 2017Q3 202326
Norway Savings Bank 26260.01%2.44%4.15%Q2 2017Q3 202326
BARCLAYS PLC 2020.00%0.00%0.01%Q2 2013Q3 202126
M Holdings Securities, Inc. 910.05%0.74%2.10%Q3 2014Q2 202325
RPg Family Wealth Advisory, LLC 2140.01%0.01%0.02%Q4 2015Q1 202225
Bogart Wealth, LLC 25250.00%0.09%0.50%Q3 2017Q3 202325
Gradient Investments LLC 2320.00%0.00%0.00%Q2 2013Q3 202325
OPPENHEIMER & CO INC 1550.01%0.02%0.04%Q2 2013Q3 202325
Advisory Services Network, LLC 1910.00%0.18%1.52%Q2 2013Q3 202325
SONATA CAPITAL GROUP INC 25250.16%0.21%0.25%Q4 2014Q4 202025
BDO Wealth Advisors, LLC 25250.00%0.03%0.08%Q2 2017Q2 202325
Hudson Capital Management LLC 24242.40%6.66%10.71%Q4 2017Q3 202324
First City Capital Management, Inc. 1410.02%0.18%0.43%Q1 2014Q3 202324
FMR LLC 1240.00%0.00%0.00%Q3 2013Q3 202324
Sunbelt Securities, Inc. 1950.02%0.10%0.34%Q3 2017Q3 202324
HCR Wealth Advisors 24240.15%0.27%0.43%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.26%0.80%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.05%0.07%Q4 2017Q3 202324
Perigon Wealth Management, LLC 1230.02%0.06%0.12%Q3 2014Q4 202124
HL FINANCIAL SERVICES LLC 24240.07%0.10%0.15%Q2 2013Q1 201924
Strategic Advisors LLC 1720.47%1.87%3.20%Q1 2016Q3 202324
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2012Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1850.13%0.23%0.67%Q4 2017Q3 202323
Blue Edge Capital, LLC 23230.06%0.10%0.14%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
JANE STREET GROUP, LLC 510.00%0.02%0.12%Q1 2014Q3 202323
FIRST FOUNDATION ADVISORS 22220.02%0.03%0.10%Q4 2015Q1 202122
SNS Financial Group, LLC 1620.03%0.08%0.28%Q1 2013Q4 202022
EP Wealth Advisors, LLC 22220.02%0.07%0.15%Q2 2018Q3 202322
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 22220.04%0.11%0.24%Q2 2013Q3 201822
AMERIPRISE FINANCIAL INC 810.00%0.00%0.00%Q2 2013Q3 202322
FIRST HAWAIIAN BANK 2110.01%0.11%0.21%Q3 2017Q3 202322
One Capital Management, LLC 2010.01%0.15%0.42%Q3 2014Q2 202222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.05%0.14%0.25%Q2 2018Q3 202322
CIBC Asset Management Inc 1910.00%0.01%0.02%Q4 2013Q3 202322
Jacobi Capital Management LLC 22220.00%0.01%0.01%Q2 2016Q3 202122
FOUNDERS FINANCIAL SECURITIES LLC 1840.25%1.11%3.03%Q4 2013Q3 202322
SIGNATUREFD, LLC 1110.00%0.00%0.01%Q2 2013Q2 202321
Freedom Investment Management, Inc. 1920.04%2.74%16.77%Q1 2013Q3 202021
Quantitative Advantage, LLC 21211.47%2.37%3.27%Q1 2018Q1 202321
Financial Advocates Investment Management 1430.01%0.03%0.04%Q4 2017Q3 202321
Snowden Capital Advisors LLC 1380.04%0.14%0.43%Q2 2018Q3 202321
Evanson Asset Management, LLC 11100.10%0.23%0.66%Q4 2013Q1 202021
First Personal Financial Services 21210.01%0.18%1.07%Q4 2014Q4 201921
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.05%0.20%0.44%Q3 2018Q3 202321
Capital Advisors, Ltd. LLC 1650.01%0.02%0.02%Q4 2013Q1 201921
Covington Capital Management 21210.00%0.01%0.02%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.07%Q3 2018Q3 202321
Allworth Financial LP 1120.00%0.11%0.29%Q2 2013Q3 202320
LAKE STREET ADVISORS GROUP, LLC 20200.16%0.29%0.48%Q4 2017Q3 202220
MGO ONE SEVEN LLC 1710.03%0.11%0.19%Q4 2017Q3 202320
VALICENTI ADVISORY SERVICES INC 10100.05%0.16%0.42%Q2 2013Q4 202120
Winslow, Evans & Crocker, Inc. 1320.00%0.02%0.12%Q2 2014Q4 202020
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.00%Q1 2015Q4 202020
AE Wealth Management LLC 1820.00%0.03%0.33%Q3 2018Q3 202320
Peak Asset Management, LLC 1820.87%1.67%3.18%Q4 2014Q4 201920
American Portfolios Advisors 20200.14%0.24%0.42%Q4 2017Q3 202220
Baird Financial Group, Inc. 20200.00%0.01%0.02%Q4 2018Q3 202320
Intellectus Partners, LLC 1820.06%0.16%0.39%Q2 2018Q2 202320
WealthPLAN Partners, LLC 1010.01%1.35%3.99%Q1 2015Q3 202320
Highland Private Wealth Management 1810.04%0.09%0.21%Q4 2015Q3 202220
NewFocus Financial Group, LLC 1810.06%0.17%0.33%Q2 2014Q4 202020
Next Capital Management LLC 20200.20%0.49%0.73%Q4 2018Q3 202320
Front Row Advisors LLC 20200.02%0.04%0.06%Q4 2017Q3 202220
Kistler-Tiffany Companies, LLC 1310.00%0.01%0.02%Q2 2013Q2 202319
Wolf Group Capital Advisors 19190.19%0.34%0.44%Q1 2019Q3 202319
McIlrath & Eck, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Krilogy Financial LLC 1810.00%1.19%1.71%Q3 2018Q3 202319
DROMS STRAUSS ADVISORS INC /MO/ /ADV 19190.26%0.55%2.61%Q1 2019Q3 202319
Hamilton Wealth, LLC 19190.20%1.73%6.74%Q1 2019Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Elwood & Goetz Wealth Advisory Group, LLC 1360.56%7.59%12.76%Q4 2018Q3 202319
Stratos Wealth Partners, LTD. 1110.00%0.04%0.25%Q4 2017Q3 202319
WHITTIER TRUST CO 19190.00%0.00%0.02%Q4 2016Q2 202119
Commonwealth Equity Services, Inc 18180.04%0.13%0.28%Q2 2013Q3 201718
RELIANCE TRUST CO OF DELAWARE 1170.04%0.21%0.30%Q2 2013Q1 201918
IFC Holdings Incorporated/FL 1710.02%0.09%0.32%Q2 2013Q4 201718
VISTA INVESTMENT MANAGEMENT 18180.48%1.21%1.41%Q4 2017Q1 202218
Fusion Family Wealth LLC 18180.00%0.01%0.05%Q4 2016Q1 202118
Bouchey Financial Group Ltd 1440.47%2.83%4.12%Q4 2013Q1 201918
Overbrook Management Corp 1120.07%0.10%0.15%Q1 2015Q2 202218
Leisure Capital Management 18180.18%0.71%3.33%Q2 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.08%1.93%4.72%Q2 2019Q3 202318
Parkside Financial Bank & Trust 18180.01%0.02%0.03%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 1530.05%0.09%0.18%Q2 2013Q4 202118
NATIONAL PLANNING CORP 18180.03%0.12%0.56%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.05%0.12%0.19%Q2 2013Q3 201718
Renaissance Technologies 910.00%0.00%0.01%Q4 2017Q3 202318
FIRST NATIONAL CORP /MA/ /ADV 1620.00%0.57%2.63%Q4 2018Q3 202318
Compagnie Lombard Odier SCmA 1530.00%0.02%0.04%Q4 2013Q2 201818
CALTON & ASSOCIATES, INC. 18180.12%0.51%0.85%Q4 2017Q1 202218
Connecticut Wealth Management, LLC 1530.02%0.16%0.61%Q4 2018Q3 202318
Intelligence Driven Advisers, LLC 18180.23%0.79%2.98%Q2 2019Q3 202318
Stratos Investment Management, LLC 18180.05%0.57%2.61%Q1 2019Q2 202318
Aviance Capital Partners, LLC 17170.60%1.02%1.37%Q3 2019Q3 202317
FDx Advisors, Inc. 1520.01%0.03%0.04%Q1 2015Q2 201917
Old Port Advisors 1610.15%0.48%0.86%Q2 2019Q3 202317
WFG Advisors, LP 17170.01%0.03%0.05%Q2 2013Q2 201717
Pacifica Partners Inc. 17172.92%3.99%4.97%Q4 2019Q4 202317
Physician Wealth Advisors, Inc. 17170.17%0.24%0.43%Q3 2019Q3 202317
Bridgeworth, LLC 910.03%0.19%0.45%Q4 2016Q3 202317
AdvisorNet Financial, Inc 980.00%0.12%0.27%Q4 2017Q3 202317
EVERGREEN CAPITAL MANAGEMENT LLC 17170.02%0.04%0.06%Q3 2019Q3 202317
Salient Capital Advisors, LLC 17170.02%0.04%0.13%Q2 2013Q2 201717
Baker Avenue Asset Management, LP 17170.04%1.01%1.88%Q2 2013Q2 201717
Western Wealth Management, LLC 1160.02%0.15%0.39%Q4 2018Q1 202317
COLONY GROUP LLC 1340.00%0.01%0.03%Q4 2013Q1 202217
Apriem Advisors 1610.01%0.11%0.24%Q2 2013Q2 201817
Plante Moran Financial Advisors, LLC 910.00%0.07%0.26%Q2 2013Q3 202317
DAVENPORT & Co LLC 1430.00%0.01%0.01%Q2 2013Q3 202317
Transamerica Financial Advisors, Inc. 1410.00%0.04%0.48%Q2 2013Q3 202317
BNP PARIBAS FINANCIAL MARKETS 1220.00%0.00%0.00%Q1 2014Q3 202317
Peak Financial Management, Inc. 17170.09%0.35%0.59%Q4 2018Q4 202217
Avion Wealth 17170.01%0.13%0.82%Q3 2019Q3 202317
NewEdge Advisors, LLC 1160.01%0.06%0.15%Q2 2019Q3 202317
Citadel Advisors 510.00%0.00%0.01%Q3 2014Q3 202317
STEPH & CO 16161.27%2.28%4.03%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 810.01%0.12%0.51%Q4 2016Q3 202316
Brookstone Capital Management 1020.01%0.21%0.83%Q4 2013Q2 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.03%0.05%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.03%0.05%0.06%Q4 2019Q3 202316
Essex Financial Services, Inc. 1410.04%0.06%0.10%Q2 2017Q3 202316
EWG Elevate Inc. 16160.74%1.48%2.64%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16169.70%12.26%17.06%Q4 2019Q3 202316
Bay Harbor Wealth Management, LLC 16160.00%0.00%0.00%Q4 2018Q3 202216
Laird Norton Wetherby Wealth Management, LLC 1150.05%0.15%0.73%Q2 2013Q1 202216
FCG ADVISORS, LLC 16160.06%0.13%0.22%Q2 2016Q1 202016
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
OPTIMUM INVESTMENT ADVISORS 1510.01%0.02%0.04%Q2 2014Q3 202116
Virtu KCG Holdings LLC 16160.01%0.06%0.29%Q3 2013Q2 201716
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.00%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1310.00%0.00%0.01%Q1 2018Q4 202216
MOODY NATIONAL BANK TRUST DIVISION 16160.01%0.02%0.05%Q2 2019Q1 202316
Mayfair Advisory Group, LLC 16160.46%1.34%3.31%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.05%1.54%7.05%Q4 2017Q3 202316
Alera Investment Advisors, LLC 1420.04%0.11%0.18%Q4 2018Q2 202316
Mariner, LLC 1010.00%0.25%1.35%Q2 2013Q3 202316
Strategic Blueprint, LLC 1510.01%1.65%3.33%Q3 2019Q3 202316
Your Advocates Ltd., LLP 16163.70%17.01%26.39%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.04%0.06%Q4 2019Q3 202316
CreativeOne Wealth, LLC 16160.06%1.77%5.89%Q4 2019Q3 202316
Segment Wealth Management, LLC 1510.05%0.10%0.16%Q2 2013Q4 201816
ARBOR TRUST WEALTH ADVISORS, LLC 16161.75%2.37%3.07%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.01%0.02%Q4 2015Q3 201916
Orion Portfolio Solutions, LLC 16160.06%0.31%1.42%Q4 2019Q3 202316
AVALON CAPITAL MANAGEMENT 1410.28%4.41%6.42%Q2 2013Q2 202116
B. Riley Wealth Management, Inc. 1420.01%1.32%2.07%Q1 2014Q2 202216
People's United Financial, Inc. 1510.00%0.01%0.18%Q4 2013Q2 201816
PRUDENT INVESTORS NETWORK, INC. 16168.34%10.55%14.98%Q4 2019Q3 202316
GeoWealth Management, LLC 16161.38%3.03%6.04%Q4 2019Q3 202316
RFG Advisory, LLC 16160.06%0.74%1.21%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.05%0.44%1.21%Q4 2019Q3 202316
Formidable Asset Management, LLC 15150.16%0.20%0.28%Q3 2013Q1 201715
Affiance Financial, LLC 15150.16%0.37%0.72%Q1 2020Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 1320.07%1.08%2.50%Q3 2013Q3 202315
Addison Capital Co 15150.23%0.33%0.43%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Avior Wealth Management, LLC 1410.00%0.04%0.21%Q2 2019Q3 202315
BFSG, LLC 15150.05%0.20%0.30%Q1 2017Q3 202015
Glassman Wealth Services 15150.00%0.00%0.01%Q2 2018Q4 202115
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Procyon Advisors, LLC 15150.08%0.89%1.80%Q1 2020Q3 202315
OneDigital Investment Advisors LLC 1020.00%0.24%0.93%Q4 2017Q3 202315
Advisor Group, Inc. 15150.07%0.09%0.12%Q2 2016Q4 201915
MSI Financial Services Inc 15150.02%0.13%0.38%Q2 2013Q4 201615
Aveo Capital Partners, LLC 15150.27%1.14%4.68%Q1 2020Q3 202315
Allen Investment Management, LLC 15150.11%0.35%1.05%Q2 2013Q4 201615
GM Advisory Group, LLC 15150.41%1.20%2.06%Q1 2020Q3 202315
SPRENG CAPITAL MANAGEMENT, INC. 15150.24%0.39%0.63%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.04%0.10%0.22%Q1 2020Q3 202315
Janney Capital Management LLC 1141.72%2.86%5.70%Q1 2015Q4 201815
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.11%1.16%Q1 2015Q3 201815
Parisi Gray Wealth Management 1320.12%0.24%0.57%Q4 2018Q2 202315
OLD MISSION CAPITAL LLC 310.01%0.12%0.45%Q1 2017Q1 202315
Sheaff Brock Investment Advisors, LLC 15150.06%0.07%0.09%Q4 2015Q2 201915
Savant Capital, LLC 15150.00%0.04%0.12%Q1 2020Q3 202315
Paragon Capital Management Ltd 15150.11%0.16%0.25%Q1 2017Q3 202015
Kelman-Lazarov, Inc. 1310.11%1.28%4.06%Q1 2016Q3 202315
Gateway Advisory, LLC 15153.14%3.35%3.62%Q2 2013Q4 201615
Aptus Capital Advisors, LLC 1320.00%0.00%0.00%Q3 2019Q3 202315
B. Riley Wealth Advisors, Inc. 1110.00%0.13%0.37%Q2 2013Q3 202314
Carroll Financial Associates, Inc. 1010.00%0.00%0.00%Q3 2013Q4 202114
SVA Wealth Management, LLC 1130.11%0.46%2.00%Q4 2013Q4 202014
Cedar Brook Financial Partners, LLC 14140.05%0.11%0.16%Q4 2018Q1 202214
Mutual Advisors, LLC 770.03%0.28%1.38%Q4 2017Q3 202114
CREDIT SUISSE AG/ 1220.00%0.01%0.03%Q1 2013Q2 202214
HOWLAND CAPITAL MANAGEMENT LLC 14140.02%0.09%0.28%Q2 2019Q3 202214
Belpointe Asset Management LLC 1310.01%0.08%0.12%Q3 2017Q3 202314
SeaCrest Wealth Management, LLC 620.02%0.03%0.05%Q4 2017Q3 202314
ALBION FINANCIAL GROUP /UT 860.01%0.08%0.19%Q2 2013Q4 202014
HARVEST GROUP WEALTH MANAGEMENT, LLC 14143.13%8.27%15.72%Q4 2019Q1 202314
CENTAURUS FINANCIAL, INC. 14140.03%0.11%0.34%Q1 2018Q2 202114
MERCER GLOBAL ADVISORS INC /ADV 1310.01%0.37%0.70%Q2 2019Q3 202314
Avitas Wealth Management LLC 14140.21%0.24%0.36%Q2 2020Q3 202314
AlphaCore Capital LLC 1130.00%0.02%0.05%Q4 2019Q3 202314
Frisch Financial Group, Inc. 14140.07%4.93%12.08%Q4 2018Q1 202214
Capital Planning Advisors, LLC 1130.21%0.36%0.73%Q1 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
Bank of New York Mellon Corp 610.00%0.00%0.01%Q2 2013Q3 202314
Asset Planning Services, Ltd. 14140.09%0.20%0.25%Q2 2015Q3 201814
Insight Wealth Partners, LLC 14140.20%0.88%1.90%Q2 2020Q3 202314
Flaharty Asset Management, LLC 14141.82%4.14%5.42%Q2 2020Q3 202314
Yellowstone Partners, LLC 1220.13%0.40%1.14%Q4 2013Q4 201714
VSR Financial Services, Inc. 13130.04%0.15%0.26%Q2 2013Q2 201613
NORTHERN TRUST CORP 410.00%0.00%0.00%Q2 2013Q4 202013
FRANKLIN RESOURCES INC 1110.00%0.00%0.00%Q3 2016Q3 202313
Rosenberg Matthew Hamilton 13130.01%0.02%0.05%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.02%0.08%0.26%Q4 2019Q3 202313
CEDAR CAPITAL, LLC 13130.15%0.21%0.28%Q4 2015Q4 201813
PHH Investments, Ltd. 13132.21%9.51%17.43%Q4 2016Q4 201913
WBI INVESTMENTS, LLC 760.20%0.61%1.33%Q2 2013Q3 201613
FIC CAPITAL INC 13130.23%0.35%0.48%Q3 2014Q3 201713
MONETA GROUP INVESTMENT ADVISORS LLC 1120.01%0.06%0.11%Q3 2019Q3 202313
ROWLAND CARMICHAEL ADVISORS INC /ADV 13130.00%0.00%0.00%Q1 2016Q1 201913
LEVEL FOUR ADVISORY SERVICES, LLC 13130.01%0.02%0.03%Q1 2019Q1 202213
Investors Capital Advisory Services 13130.08%0.19%0.54%Q2 2013Q2 201613
TOTAL INVESTMENT MANAGEMENT INC 1030.36%2.73%4.86%Q2 2020Q3 202313
Family Firm, Inc. 13130.14%0.41%0.58%Q3 2020Q3 202313
Larson Financial Group LLC 850.00%0.01%0.02%Q4 2018Q3 202313
TimeScale Financial, Inc. 13130.04%0.39%2.40%Q2 2020Q2 202313
Summit Financial Wealth Advisors, LLC 13130.04%0.06%0.09%Q4 2018Q4 202113
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.06%Q3 2020Q3 202313
Northeast Financial Consultants Inc 13130.04%0.13%0.20%Q3 2019Q3 202213
Concert Wealth Management Inc. 760.03%0.15%0.50%Q2 2013Q3 201613
Kestra Advisory Services, LLC 13130.01%0.03%0.07%Q3 2020Q3 202313
LINCOLN NATIONAL CORP 540.01%0.01%0.01%Q4 2017Q3 202313
Cerity Partners LLC 530.00%0.03%0.14%Q4 2019Q3 202312
Weaver Consulting Group 12120.19%0.41%0.63%Q1 2020Q4 202212
Focused Wealth Management, Inc 12120.00%1.36%7.67%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.16%0.21%0.36%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 930.01%0.01%0.02%Q2 2014Q3 201712
Alexandria Capital, LLC 750.00%0.05%0.09%Q2 2013Q2 201912
Delphi Private Advisors LLC 12120.04%0.14%0.66%Q4 2015Q3 201812
KWMG, LLC 12120.14%1.12%1.24%Q4 2020Q3 202312
Marks Group Wealth Management, Inc 12120.03%0.04%0.06%Q4 2020Q3 202312
BlackRock Inc. 1020.00%0.00%0.00%Q4 2015Q4 202112
Signify Wealth 12120.90%2.86%6.09%Q4 2020Q3 202312
Sanctuary Wealth Management, L.L.C. 810.02%0.46%0.77%Q1 2010Q3 202312
3D/L Capital Management, LLC 12120.03%4.97%6.13%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.23%1.95%6.19%Q4 2020Q3 202312
Qube Research & Technologies Ltd 1020.00%0.25%0.74%Q4 2019Q2 202312
Syverson Strege & Co 12121.35%2.33%4.64%Q4 2020Q3 202312
Round Table Services, LLC 12120.14%0.18%0.23%Q2 2013Q1 201612
DB Wealth Management Group, LLC 12120.01%0.04%0.10%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.06%0.08%0.13%Q2 2013Q1 201612
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.01%Q3 2019Q2 202212
Morningstar Investment Services LLC 12120.78%1.69%2.58%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.03%Q2 2013Q1 201612
AMG National Trust Bank 12120.01%0.02%0.03%Q2 2020Q1 202312
CABOT WEALTH MANAGEMENT INC 12120.05%0.16%0.29%Q2 2015Q1 201812
Concorde Asset Management, LLC 840.12%0.39%0.97%Q4 2017Q1 202112
AlphaStar Capital Management, LLC 12120.02%0.53%1.26%Q3 2019Q2 202212
ASSETMARK, INC 510.00%0.00%0.01%Q4 2013Q1 202312
Koshinski Asset Management, Inc. 12120.04%0.25%0.60%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 11110.11%1.06%3.51%Q4 2020Q2 202311
Stone House Investment Management, LLC 710.06%1.28%4.41%Q4 2017Q1 202211
TFG Advisers LLC 11110.10%0.13%0.18%Q3 2019Q1 202211
Princeton Global Asset Management LLC 11110.06%0.27%0.39%Q2 2019Q4 202111
Legacy Financial Strategies, LLC 11110.15%0.26%0.46%Q3 2019Q1 202211
USA MUTUALS ADVISORS, INC. 1010.07%0.19%0.26%Q3 2013Q2 201611
Alpha Cubed Investments, LLC 710.01%0.04%0.06%Q2 2019Q3 202311
Tradition Wealth Management, LLC 920.00%0.00%0.00%Q4 2020Q3 202311
Abbot Financial Management, Inc. 11110.19%0.50%0.80%Q1 2021Q3 202311
EQ LLC 11110.43%0.59%0.88%Q4 2020Q2 202311
Spire Wealth Management 11110.00%0.02%0.10%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
THRIVENT FINANCIAL FOR LUTHERANS 810.00%0.04%0.17%Q2 2013Q4 202111
MorganRosel Wealth Management, LLC 11110.19%0.80%1.82%Q1 2021Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
North Star Investment Management Corp. 830.00%0.00%0.01%Q2 2017Q1 202011
Lumature Wealth Partners, LLC 11110.01%1.74%3.71%Q4 2020Q2 202311
BCS Wealth Management 11110.22%0.43%1.03%Q1 2021Q3 202311
DEUTSCHE BANK AG\ 650.00%0.00%0.01%Q3 2013Q2 202111
OLD NATIONAL BANCORP /IN/ 11110.02%0.07%0.14%Q2 2014Q4 201611
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 830.02%0.11%0.66%Q4 2018Q3 202111
Prestige Wealth Management Group LLC 11110.00%0.06%0.20%Q4 2020Q2 202311
M&T BANK CORP 11110.00%0.00%0.01%Q3 2014Q1 201711
Ten Capital Wealth Advisors, LLC 11110.01%0.07%0.11%Q3 2020Q1 202311
CORRADO ADVISORS, LLC 530.12%0.35%0.64%Q3 2013Q1 201711
Waterfront Wealth Inc. 11110.23%0.37%0.56%Q1 2021Q3 202311
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 740.02%0.03%0.05%Q2 2019Q2 202211
Seascape Capital Management 11115.29%8.39%11.11%Q4 2019Q2 202211
SECURITY NATIONAL TRUST CO 1010.01%0.01%0.05%Q2 2013Q3 201611
Mascoma Wealth Management LLC 830.02%1.05%2.99%Q4 2016Q3 202311
Clearview Wealth Advisors LLC 11110.03%0.43%1.27%Q4 2020Q2 202311
FRG Family Wealth Advisors LLC 11110.13%3.28%5.12%Q4 2015Q2 201811
WESTPORT RESOURCES MANAGEMENT INC 650.00%0.00%0.00%Q2 2013Q2 201611
Bluefin Trading, LLC 740.02%0.13%0.46%Q2 2013Q1 201611
Walkner Condon Financial Advisors LLC 11110.06%0.14%0.33%Q1 2021Q3 202311
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1010.01%0.02%0.05%Q2 2014Q3 202311
Ameritas Investment Company, LLC 1010.03%0.15%0.72%Q4 2018Q3 202111
Capital Asset Advisory Services LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
Greytown Advisors Inc. 11110.22%0.34%0.49%Q1 2021Q3 202311
Kovack Advisors, Inc. 410.02%1.35%5.62%Q3 2012Q4 202111
WealthShield Partners, LLC 740.01%0.24%0.48%Q4 2017Q3 202311
ENTERPRISE FINANCIAL SERVICES CORP 11110.02%0.19%0.83%Q1 2019Q3 202111
Apella Capital, LLC 730.03%0.32%1.12%Q2 2021Q4 202310
Acropolis Investment Management, LLC 10100.01%0.02%0.03%Q3 2020Q4 202210
Valmark Advisers, Inc. 640.00%0.02%0.08%Q4 2020Q3 202310
Commonwealth Financial Services, LLC 10100.00%0.14%0.38%Q4 2014Q1 201710
MBL Wealth, LLC 710.05%0.38%0.73%Q4 2020Q3 202310
PLANNING ALTERNATIVES LTD /ADV 550.06%0.13%0.19%Q3 2013Q4 201910
Foothills Asset Management, Ltd. 10100.25%0.29%0.32%Q4 2013Q1 201610
Realta Investment Advisors 520.01%0.04%0.08%Q2 2019Q4 202210
Guidant Wealth Advisors 10100.00%0.16%1.13%Q3 2016Q4 201810
Joel Isaacson & Co., LLC 820.00%0.11%0.16%Q4 2012Q2 201510
Lake Point Wealth Management 520.00%0.30%0.67%Q4 2018Q2 202210
Abacus Planning Group, Inc. 10100.13%0.16%0.21%Q2 2021Q3 202310
Total Clarity Wealth Management, Inc. 910.08%0.31%0.68%Q4 2019Q2 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.05%0.09%Q2 2018Q3 202010
BANQUE PICTET & CIE SA 510.00%0.02%0.03%Q4 2013Q3 201910
FundX Investment Group, LLC 520.24%4.62%7.96%Q2 2013Q1 202010
HARBOUR INVESTMENTS, INC. 640.06%0.13%0.18%Q1 2021Q3 202310
Kingsview Wealth Management, LLC 810.03%0.05%0.09%Q3 2018Q3 202310
Lee Financial Group Hawaii, Inc. 10105.23%9.31%14.81%Q2 2021Q3 202310
ACAS, LLC 640.25%0.32%0.38%Q1 2021Q3 202310
TRUEWEALTH LLC 10100.01%0.02%0.04%Q4 2017Q1 202010
Stokes Capital Advisors, LLC 10102.27%3.08%5.16%Q4 2017Q1 202010
BHF Kleinwort Benson Group S.A. 10100.00%0.01%0.01%Q2 2013Q3 201510
Leonard Rickey Investment Advisors P.L.L.C. 10100.14%0.16%0.18%Q4 2017Q1 202010
White Lighthouse Investment Management Inc. 730.08%0.12%0.18%Q1 2018Q1 202110
GOLDMAN SACHS GROUP INC 410.00%0.00%0.01%Q2 2012Q2 202110
Navalign, LLC 990.09%0.75%2.72%Q1 2021Q1 20239
FORVIS Wealth Advisors, LLC 990.01%0.30%0.74%Q3 2021Q3 20239
Migdal Insurance & Financial Holdings Ltd. 990.00%0.00%0.00%Q4 2016Q4 20189
GIRARD PARTNERS LTD. 990.03%0.06%0.10%Q4 2019Q4 20219
G&S Capital LLC 990.00%1.95%4.96%Q4 2017Q4 20199
SCHMIDT P J INVESTMENT MANAGEMENT INC 990.06%0.23%0.32%Q3 2020Q3 20229
StrategIQ Financial Group, LLC 810.03%0.09%0.28%Q2 2017Q3 20239
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 540.04%0.06%0.08%Q2 2020Q2 20239
SPINNAKER TRUST 810.03%2.03%3.80%Q2 2013Q1 20189
Financial Architects, Inc 520.01%0.02%0.05%Q2 2013Q2 20169
CAPITAL ONE FINANCIAL CORP 990.15%0.22%0.30%Q1 2020Q1 20229
Rollins Financial 630.07%0.28%0.54%Q4 2020Q1 20239
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 810.09%0.15%0.19%Q4 2020Q1 20239
WBH ADVISORY INC 990.06%0.10%0.18%Q3 2020Q3 20229
Aspire Private Capital, LLC 990.01%0.05%0.06%Q3 2021Q3 20239
PRINCIPAL FINANCIAL GROUP INC 990.00%0.00%0.00%Q2 2019Q2 20219
Waypoint Wealth Partners Inc. 540.09%0.12%0.22%Q1 2021Q3 20239
LGL PARTNERS, LLC 990.54%1.13%1.74%Q3 2017Q3 20199
Andesa Financial Management Inc. 990.20%2.44%4.18%Q3 2020Q3 20229
Arden Trust Co 990.06%0.18%0.29%Q2 2019Q2 20219
Stanford Investment Group, Inc. 990.01%0.03%0.06%Q4 2014Q4 20169
PFG Advisors 990.02%0.03%0.05%Q2 2021Q2 20239
TIEMANN INVESTMENT ADVISORS, LLC 990.22%0.28%0.31%Q4 2013Q4 20159
Evolution Wealth Advisors, LLC 810.02%0.03%0.06%Q4 2018Q3 20219
Allianz Asset Management GmbH 710.00%0.00%0.01%Q3 2013Q3 20239
EDMOND DE ROTHSCHILD HOLDING S.A. 990.01%0.01%0.01%Q2 2015Q2 20179
Capital Advisors Wealth Management, LLC 990.06%2.76%6.72%Q1 2021Q1 20239
UBS AG 660.00%0.05%0.09%Q2 2013Q3 20149
Key FInancial Inc 630.00%0.01%0.01%Q4 2020Q3 20239
Investors Financial Group, LLC 990.46%0.61%0.72%Q4 2019Q4 20219
Csenge Advisory Group 710.11%0.35%0.56%Q3 2021Q3 20238
Integrated Investment Consultants, LLC 710.01%0.02%0.02%Q1 2016Q1 20188
Somerset Group LLC 882.26%2.85%3.36%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Investors Research Corp 880.02%0.02%0.03%Q1 2019Q4 20208
Regal Investment Advisors LLC 620.01%0.08%0.18%Q2 2013Q3 20168
GABLES CAPITAL MANAGEMENT INC. 880.00%0.00%0.00%Q2 2018Q1 20208
Del-Sette Capital Management, LLC 881.90%2.83%3.52%Q4 2021Q3 20238
Inscription Capital, LLC 710.08%0.29%0.55%Q3 2019Q3 20218
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 880.52%0.60%0.72%Q4 2021Q3 20238
9258 Wealth Management, LLC 880.05%0.14%0.24%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 882.41%3.22%3.80%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SOL Capital Management CO 710.03%0.15%0.25%Q1 2018Q3 20238
Avidian Wealth Solutions, LLC 880.02%0.06%0.13%Q3 2020Q2 20228
Delta Investment Management, LLC 530.15%0.34%0.98%Q4 2020Q1 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Symphony Financial, Ltd. Co. 880.08%0.19%0.30%Q1 2020Q4 20218
Landmark Wealth Management, LLC 882.83%4.14%8.26%Q4 2021Q3 20238
BOSTON ADVISORS LLC 880.01%0.04%0.06%Q4 2017Q3 20198
Spotlight Asset Group, Inc. 310.11%0.74%2.46%Q4 2019Q3 20238
Lombard Odier Transatlantic Ltd 880.14%0.21%0.25%Q4 2014Q3 20168
Lido Advisors, LLC 880.00%0.08%0.15%Q4 2020Q3 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.05%0.11%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 880.01%0.03%0.07%Q4 2019Q3 20218
Anfield Capital Management, LLC 880.28%0.40%0.52%Q1 2020Q4 20218
Danda Trouve Investment Management, Inc. 880.02%0.04%0.06%Q4 2020Q3 20228
Concord Wealth Partners 710.02%0.03%0.07%Q4 2020Q4 20228
Colorado Capital Management, Inc. 880.14%0.24%0.29%Q1 2018Q4 20198
XML Financial, LLC 880.04%0.08%0.11%Q1 2020Q4 20218
INR ADVISORY SERVICES LLC 880.01%4.52%12.52%Q2 2013Q1 20158
TD Capital Management LLC 880.07%0.38%1.01%Q4 2021Q3 20238
NOMURA HOLDINGS INC 880.00%0.04%0.13%Q4 2012Q3 20148
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Treasure Coast Financial Planning 885.49%8.08%9.78%Q4 2021Q3 20238
Retirement Group, LLC 880.02%0.03%0.07%Q4 2021Q3 20238
OneAscent Wealth Management LLC 710.14%0.48%1.18%Q3 2021Q3 20238
Cordasco Financial Network 880.05%0.05%0.07%Q3 2020Q2 20228
McKinley Carter Wealth Services, Inc. 620.02%0.12%0.44%Q3 2013Q2 20228
SII INVESTMENTS INC/WI 620.04%0.27%0.66%Q2 2013Q2 20158
NEW ENGLAND SECURITIES CORP /MA/ 770.11%0.20%0.32%Q2 2013Q4 20147
DUNCKER STREETT & CO INC 610.01%0.01%0.01%Q2 2019Q1 20217
Beacon Financial Advisory LLC 770.15%0.53%1.14%Q1 2022Q3 20237
MUFG Americas Holdings Corp 770.00%0.00%0.02%Q1 2012Q3 20137
COMMERZBANK AKTIENGESELLSCHAFT /FI 610.00%0.00%0.01%Q2 2013Q1 20157
CITY NATIONAL BANK 770.00%0.01%0.01%Q1 2014Q3 20157
Atria Wealth Solutions, Inc. 770.03%0.04%0.04%Q1 2022Q3 20237
Klingman & Associates, LLC 770.01%0.01%0.01%Q1 2015Q3 20167
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
Advisors Asset Management, Inc. 770.00%0.00%0.00%Q3 2015Q1 20177
TrueWealth Advisors, LLC 610.38%0.56%1.35%Q4 2020Q4 20227
SUNTRUST BANKS INC 770.00%0.00%0.00%Q2 2016Q4 20177
Placemark Investments, Inc. 770.23%0.36%0.50%Q2 2013Q4 20147
LWM Advisory Services, LLC 771.02%1.57%2.42%Q4 2021Q2 20237
JMAC ENTERPRISES LLC 770.06%0.30%0.44%Q1 2022Q3 20237
MinichMacGregor Wealth Management, LLC 430.58%3.64%5.97%Q2 2020Q3 20237
Advisory Services & Investments, LLC 771.44%2.53%3.76%Q1 2022Q3 20237
Winthrop Partners - WNY, LLC 431.19%1.75%2.36%Q4 2017Q3 20197
Good Harbor Financial, LLC 610.03%0.05%0.07%Q3 2013Q3 20157
JFS WEALTH ADVISORS, LLC 430.01%0.03%0.07%Q3 2014Q1 20207
Choate Investment Advisors 510.01%0.10%0.40%Q4 2013Q2 20227
SILVER OAK SECURITIES, INCORPORATED 770.05%0.07%0.08%Q1 2022Q3 20237
Grace Capital 430.04%0.08%0.11%Q4 2018Q3 20207
Horrell Capital Management, Inc. 770.00%0.00%0.00%Q3 2013Q1 20157
Squar Milner Financial Services LLC 520.03%0.05%0.06%Q2 2018Q1 20207
HB Wealth Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Hanlon Investment Management, Inc. 610.58%1.73%4.55%Q1 2015Q2 20207
Integrated Wealth Management 770.03%0.07%0.13%Q1 2015Q3 20167
MEEDER ASSET MANAGEMENT INC 610.01%0.66%0.95%Q2 2013Q4 20217
STRINGER ASSET MANAGEMENT, LLC 771.78%3.33%4.46%Q4 2020Q2 20227
WealthPlan Investment Management, LLC 610.05%0.19%0.89%Q1 2022Q4 20237
Corbenic Partners LLC 770.13%1.68%2.28%Q4 2020Q2 20227
Bouvel Investment Partners, LLC 520.11%0.66%3.82%Q4 2020Q3 20237
Buffington Mohr McNeal 610.01%0.08%0.14%Q2 2013Q1 20197
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.02%0.03%Q3 2021Q1 20237
FOUNDERS BANK & TRUST 770.14%0.27%0.46%Q2 2013Q4 20147
StoneX Group Inc. 520.03%0.06%0.11%Q1 2020Q4 20217
WCG Wealth Advisors LLC 660.20%2.06%2.80%Q2 2022Q3 20237
PSI Advisors, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
Ameritas Advisory Services, LLC 610.06%0.19%0.37%Q4 2021Q3 20237
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Linscomb & Williams, Inc. 660.10%0.13%0.15%Q2 2022Q3 20236
L.M. KOHN & COMPANY 660.11%0.14%0.17%Q1 2022Q2 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.00%0.01%0.04%Q3 2020Q3 20236
Tarbox Family Office, Inc. 660.05%0.07%0.10%Q2 2017Q3 20186
CLIFFORD SWAN INVESTMENT COUNSEL LLC 510.01%0.06%0.08%Q2 2013Q4 20156
Braver Wealth Management, LLC 660.65%1.53%1.86%Q3 2015Q4 20166
Cutler Group LLC / CA 210.00%0.00%0.01%Q4 2015Q4 20166
FSM Wealth Advisors, LLC 662.22%3.27%4.20%Q2 2022Q3 20236
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2013Q3 20146
FAS Wealth Partners, Inc. 660.01%0.02%0.03%Q3 2020Q4 20216
Lindbrook Capital, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Advisors Preferred, LLC 420.18%1.11%1.84%Q4 2013Q2 20156
Waverly Advisors, LLC 660.00%0.00%0.00%Q2 2014Q3 20156
Crumly & Associates Inc. 660.65%1.13%2.58%Q4 2019Q1 20216
Orinda Asset Management LLC 660.16%0.23%0.31%Q2 2013Q3 20146
HALBERT HARGROVE GLOBAL ADVISORS, LLC 510.48%2.69%6.68%Q1 2021Q3 20236
Marietta Wealth Management, LLC 660.33%0.53%0.76%Q4 2016Q1 20186
Cornerstone Advisors, Inc. 510.09%1.12%1.93%Q2 2013Q3 20166
CENTRAL TRUST Co 420.00%0.00%0.00%Q2 2013Q1 20206
Hilltop Holdings Inc. 660.04%0.12%0.30%Q1 2021Q2 20226
First Capital Advisors Group, LLC. 510.25%0.77%3.01%Q4 2018Q2 20236
Roger Wittlin Investment Advisory, LLC 664.46%8.65%17.88%Q2 2022Q3 20236
Filament LLC 660.70%0.78%0.86%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.03%0.03%0.04%Q2 2013Q3 20146
ETFIDEA, LLC 660.09%0.10%0.11%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 660.03%0.04%0.06%Q2 2022Q3 20236
BOENNING & SCATTERGOOD, INC. 660.05%0.07%0.08%Q3 2021Q4 20226
Cornerstone Advisory, LLC 420.12%0.43%0.98%Q4 2020Q3 20236
NORTHEAST INVESTMENT MANAGEMENT 510.12%1.53%2.11%Q2 2013Q1 20156
Stifel Trust Company, N.A. 660.00%0.00%0.00%Q2 2013Q3 20146
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.01%Q1 2017Q2 20186
Eudaimonia Partners, LLC 660.01%0.03%0.06%Q4 2019Q1 20216
BHK Investment Advisors, LLC 660.34%0.57%0.70%Q2 2018Q3 20196
IHT Wealth Management, LLC 420.00%0.02%0.04%Q4 2017Q3 20236
Hoover Financial Advisors, Inc. 510.01%0.06%0.25%Q4 2019Q2 20216
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q1 2013Q2 20146
WealthTrust Fairport, LLC 510.00%0.02%0.04%Q4 2013Q1 20186
Artemis Wealth Advisors, LLC 660.04%0.06%0.08%Q2 2022Q3 20236
SouthState Corp 510.04%0.63%1.07%Q3 2013Q4 20176
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.02%0.02%0.02%Q1 2014Q2 20156
Argentus Capital Management, LLC 510.02%0.06%0.22%Q1 2015Q3 20166
SCHRODER INVESTMENT MANAGEMENT GROUP 510.00%0.00%0.01%Q2 2013Q3 20156
Kowal Investment Group, LLC 660.24%0.56%0.78%Q2 2022Q3 20236
Edge Wealth Management LLC 420.03%0.15%0.30%Q3 2014Q2 20166
Cairn Investment Group, Inc. 660.16%0.19%0.24%Q1 2021Q2 20226
Horizon Kinetics 660.02%0.02%0.03%Q2 2013Q3 20146
Mosaic Financial Partners, Inc. 660.25%2.69%3.74%Q2 2013Q3 20146
Cranbrook Wealth Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Horizon Investment Services, LLC 661.06%1.45%1.96%Q2 2013Q3 20146
RWA WEALTH PARTNERS, LLC 660.01%0.73%1.38%Q1 2017Q2 20186
Yorktown Management & Research Co Inc 660.06%0.62%1.58%Q4 2015Q1 20176
SAGE FINANCIAL GROUP INC 330.03%0.81%3.05%Q4 2013Q3 20236
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2016Q3 20206
SALEM INVESTMENT COUNSELORS INC 660.00%0.01%0.02%Q4 2020Q1 20226
Clear Creek Financial Management, LLC 510.08%0.36%0.84%Q2 2019Q4 20206
Fortress Wealth Management, Inc. 660.15%0.24%0.32%Q2 2022Q3 20236
Hefty Wealth Partners 550.51%0.54%0.59%Q4 2015Q4 20165
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Vista Private Wealth Partners. LLC 550.52%2.77%3.60%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 410.00%0.01%0.04%Q3 2018Q2 20225
Essential Planning, LLC. 556.50%22.52%27.68%Q3 2022Q3 20235
Johnson Bixby & Associates, LLC 550.06%0.25%0.49%Q2 2021Q2 20225
Almanack Investment Partners, LLC. 410.09%0.21%0.27%Q3 2017Q1 20215
Prospera Financial Services Inc 210.00%0.02%0.05%Q4 2017Q2 20225
Alliance Wealth Management Group 550.12%0.50%1.44%Q4 2017Q4 20185
CARL DOMINO INC 550.26%0.34%0.42%Q2 2015Q2 20165
Sequoia Financial Advisors, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
BOSTON PRIVATE BANK & TRUST CO 550.00%0.00%0.00%Q3 2013Q3 20145
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q4 2020Q4 20225
Round Rock Advisors, LLC 410.08%0.09%0.10%Q4 2021Q3 20235
Financial Avengers, Inc. 550.01%0.02%0.04%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.04%0.11%0.20%Q1 2015Q1 20165
BAIRD ROBERT W & CO INC /WI/ 550.02%0.09%0.17%Q2 2013Q2 20145
Annex Advisory Services, LLC 550.78%3.88%6.90%Q2 2013Q2 20145
Elk River Wealth Management, LLC 550.09%0.12%0.18%Q4 2020Q4 20215
LBA Wealth Management, LLC 310.01%0.02%0.02%Q3 2014Q1 20175
Tranquility Partners, LLC 550.21%0.24%0.27%Q2 2019Q2 20205
Family Management Corp 554.13%4.38%4.59%Q4 2018Q4 20195
Avestar Capital, LLC 550.04%0.06%0.08%Q3 2021Q3 20225
Highwater Wealth Management, LLC 550.79%1.15%1.65%Q3 2016Q3 20175
MOTIVE WEALTH ADVISORS 550.48%0.54%0.58%Q2 2021Q2 20225
Fernwood Investment Management, LLC 550.12%0.12%0.14%Q2 2018Q2 20195
MATHER GROUP, LLC. 550.02%0.02%0.03%Q3 2022Q3 20235
CPWM, LLC 550.07%0.08%0.09%Q1 2021Q1 20225
FORBES J M & CO LLP 550.09%0.09%0.10%Q2 2021Q2 20225
Baker Ellis Asset Management LLC 550.18%0.37%0.48%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.02%Q4 2016Q4 20175
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.05%0.05%0.06%Q3 2022Q3 20235
Professional Financial Advisors, LLC 410.00%0.07%0.35%Q4 2019Q3 20225
Peachtree Investment Advisors, Inc. 550.05%0.53%0.72%Q4 2013Q4 20145
ETRADE Capital Management LLC 550.20%0.31%0.35%Q2 2013Q2 20145
Laurel Grove Capital, LLC 550.12%0.16%0.18%Q2 2013Q2 20145
Clear Perspectives Financial Planning, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.01%Q4 2020Q4 20215
KMS FINANCIAL SERVICES, INC 550.04%0.12%0.22%Q2 2013Q2 20145
FMA ADVISORY INC 320.37%0.41%0.44%Q2 2013Q3 20145
Ausdal Financial Partners, Inc. 310.08%0.19%0.28%Q4 2015Q4 20205
O'Brien Wealth Partners LLC 320.05%0.10%0.14%Q2 2017Q3 20185
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
KANAWHA CAPITAL MANAGEMENT LLC 440.03%0.04%0.04%Q2 2019Q1 20204
MADISON INVESTMENT HOLDINGS INC 440.66%0.69%0.71%Q2 2013Q1 20144
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q2 2022Q3 20234
Lombard Odier & Cie (Canada), Limited Partnership 440.03%0.11%0.16%Q4 2013Q3 20144
FLOW TRADERS U.S. LLC 110.02%0.12%0.38%Q4 2013Q2 20214
ROVIN CAPITAL /UT/ /ADV 440.76%1.18%1.73%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 440.31%0.40%0.60%Q4 2022Q3 20234
BEACON FINANCIAL PLANNING, INC 441.95%2.20%2.49%Q4 2022Q3 20234
KWB Wealth 445.20%5.48%5.73%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 440.44%0.65%0.89%Q2 2013Q1 20144
Stevens First Principles Investment Advisors 310.08%0.20%0.27%Q2 2013Q2 20144
FineMark National Bank & Trust 310.01%0.05%0.14%Q2 2013Q1 20214
Ford Financial Group, LLC 110.01%0.07%0.23%Q4 2017Q4 20224
Argent Trust Co 440.03%0.09%0.12%Q3 2017Q2 20184
Fluent Financial, LLC 440.53%0.57%0.60%Q4 2019Q3 20204
Northstar Group, Inc. 440.28%0.31%0.36%Q4 2014Q3 20154
TOWER TRUST Co 441.23%1.36%1.47%Q2 2013Q1 20144
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
Pictet North America Advisors SA 310.03%0.94%1.38%Q4 2013Q3 20194
AVAII WEALTH MANAGEMENT, LLC 440.20%0.33%0.44%Q4 2022Q3 20234
NOESIS CAPITAL MANGEMENT CORP 440.34%0.40%0.52%Q2 2013Q1 20144
Arete Wealth Advisors, LLC 310.03%0.04%0.05%Q4 2019Q4 20204
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2015Q4 20154
STEPHENS INC /AR/ 310.02%0.02%0.03%Q3 2019Q3 20234
SIMMONS FIRST TRUST CO NA 440.48%0.66%0.86%Q4 2013Q3 20144
Pinnacle Wealth Management, LLC 445.24%6.52%9.15%Q4 2021Q3 20224
PETTYJOHN, WOOD & WHITE, INC 440.74%0.97%1.09%Q2 2013Q1 20144
Meristem Family Wealth, LLC 440.03%0.04%0.06%Q2 2021Q1 20224
Jefferies Group LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Visionary Asset Management, Inc. 210.00%0.14%0.22%Q2 2013Q4 20144
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q1 2022Q3 20234
Blue Granite Capital, LLC 440.02%0.05%0.06%Q4 2016Q3 20174
S. R. Schill & Associates 444.21%4.99%5.54%Q2 2015Q1 20164
Cardinal Point Wealth Management Partners, LLC 443.95%10.04%16.83%Q4 2021Q3 20224
Partnervest Advisory Services LLC 220.01%0.07%0.13%Q2 2013Q2 20174
Goldstein Advisors, LLC 443.09%3.55%3.93%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Ionic Capital Management LLC 220.03%0.08%0.16%Q3 2015Q4 20154
BCR Wealth Strategies, LLC 440.14%0.16%0.17%Q4 2021Q3 20224
Palo Capital, Inc. 440.18%0.36%0.76%Q1 2018Q4 20184
Phocas Financial Corp. 440.03%0.04%0.04%Q1 2022Q4 20224
Strait & Sound Wealth Management LLC 440.22%0.24%0.27%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.21%0.26%0.35%Q4 2022Q3 20234
Relative Value Partners, LLC 440.13%0.52%1.09%Q2 2013Q1 20144
Cresset Asset Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
1620 INVESTMENT ADVISORS, INC. 440.88%0.96%1.05%Q4 2022Q3 20234
Vontobel Holding Ltd. 440.00%0.00%0.00%Q4 2020Q3 20214
Gallacher Capital Management LLC 440.61%0.72%1.01%Q4 2022Q3 20234
Wealthstreet Investment Advisors, LLC 440.04%0.04%0.05%Q2 2020Q1 20214
Cardinal Point Wealth Management LLC 4416.64%17.47%18.07%Q4 2020Q3 20214
SAGE RHINO CAPITAL LLC 441.30%1.39%1.46%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 443.52%4.12%4.59%Q4 2022Q3 20234
Merriman Wealth Management, LLC 310.32%0.63%0.80%Q4 2020Q4 20214
Mendel Money Management 440.15%0.16%0.17%Q3 2021Q2 20224
Avondale Wealth Management 440.15%0.29%0.60%Q4 2022Q3 20234
FLAGSTAR ADVISORS INC 310.04%0.07%0.12%Q3 2021Q3 20224
ADIRONDACK TRUST CO 440.01%0.01%0.01%Q1 2016Q4 20164
Huber Financial Advisors, LLC 440.20%0.37%0.46%Q2 2019Q1 20204
INSPIRION WEALTH ADVISORS, LLC 440.06%0.23%0.38%Q1 2020Q4 20204
Advisory Alpha, LLC 440.02%0.02%0.04%Q3 2021Q2 20224
Gator Capital Management, LLC 440.22%0.22%0.23%Q4 2021Q3 20224
Leicht Financial Planning & Wealth Management, Inc. 440.34%0.96%1.85%Q2 2019Q1 20204
Parker Investment Management, LLC 441.38%1.68%1.83%Q1 2019Q4 20194
FIRST NATIONAL TRUST CO 440.03%0.06%0.09%Q3 2018Q2 20194
WMS Partners, LLC 440.16%0.16%0.16%Q2 2013Q1 20144
Ferguson Shapiro LLC 4418.10%26.03%35.78%Q4 2022Q3 20234
HARVEST CAPITAL MANAGEMENT INC 440.29%0.43%0.58%Q2 2013Q1 20144
DUDLEY CAPITAL MANAGEMENT, LLC 441.30%1.35%1.42%Q4 2022Q3 20234
Swan Global Investments, LLC 440.57%0.60%0.64%Q1 2016Q4 20164
Madrona Financial Services, LLC 444.29%4.84%5.17%Q1 2016Q4 20164
Sullivan, Bruyette, Speros & Blaney, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Lloyd Advisory Services, LLC. 210.00%0.00%0.00%Q2 2020Q4 20214
Fortis Capital Advisors, LLC 440.38%0.40%0.42%Q4 2022Q3 20234
VisionPoint Advisory Group, LLC 310.01%0.12%0.17%Q3 2021Q2 20234
Price Capital Management, Inc. 440.05%0.17%0.42%Q1 2019Q4 20194
Weatherstone Capital Management 330.24%0.37%0.59%Q2 2013Q4 20133
Atlas Private Wealth Advisors 330.02%0.02%0.02%Q1 2021Q3 20213
Smart Money Group LLC 210.49%0.61%0.69%Q1 2021Q4 20213
COMERICA BANK 210.01%0.01%0.01%Q2 2013Q3 20233
SILVERHAWK ASSET MANAGEMENT, LLC 333.73%4.92%7.02%Q4 2021Q2 20223
LGT Financial Advisors LLC 210.17%0.19%0.20%Q4 2022Q3 20233
Genesis Wealth Advisors, LLC 330.05%0.05%0.06%Q4 2014Q2 20153
Lenox Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Blue Zone Wealth Advisors, LLC 330.46%0.61%0.84%Q4 2019Q2 20203
Founders Financial Alliance, LLC 210.00%0.00%0.00%Q3 2020Q3 20213
EXENCIAL WEALTH ADVISORS, LLC 210.02%0.14%0.23%Q1 2013Q2 20163
Private Portfolio Partners LLC 330.05%0.08%0.09%Q1 2023Q3 20233
JANUS HENDERSON GROUP PLC 330.03%0.03%0.03%Q2 2013Q4 20133
Brouwer & Janachowski, LLC 330.18%0.19%0.20%Q4 2013Q2 20143
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Tranquilli Financial Advisor LLC 330.71%0.76%0.80%Q1 2023Q3 20233
Thrive Capital Management, LLC 331.43%1.55%1.72%Q1 2023Q3 20233
COLTON GROOME FINANCIAL ADVISORS, LLC 330.74%0.94%1.18%Q1 2023Q3 20233
Aris Wealth Services, Inc. 330.07%0.08%0.11%Q1 2015Q3 20153
Virtu Financial LLC 210.03%0.06%0.10%Q3 2017Q2 20183
RMR Wealth Builders 110.07%0.07%0.08%Q3 2020Q3 20213
Blue Chip Partners, LLC 330.84%0.87%0.89%Q4 2022Q2 20233
Stearns Financial Services Group 210.00%0.00%0.00%Q3 2019Q3 20203
SIMON QUICK ADVISORS, LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Midwest Professional Planners, LTD. 330.02%0.02%0.02%Q4 2017Q2 20183
GREAT LAKES ADVISORS, LLC 210.00%0.01%0.02%Q2 2013Q1 20233
Sand Hill Global Advisors, LLC 330.06%0.10%0.13%Q2 2022Q4 20223
Breakwater Capital Group 330.12%0.42%0.82%Q4 2022Q2 20233
US FINANCIAL ADVISORS, LLC 330.00%0.03%0.05%Q4 2014Q2 20153
Relative Value Partners Group, LLC 210.03%0.03%0.03%Q1 2022Q1 20233
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q4 2017Q1 20193
ASPIRIANT, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Highmount Capital, LLC 330.05%0.09%0.15%Q4 2014Q2 20153
Dominick & Dominick LLC 330.18%0.18%0.19%Q3 2013Q1 20143
Cornerstone Planning Group LLC 210.20%0.21%0.21%Q4 2022Q3 20233
Crosspoint Capital Strategies, LLC 330.03%0.05%0.07%Q1 2015Q3 20153
Precision Wealth Strategies, LLC 330.74%2.74%5.12%Q1 2023Q3 20233
Strategic Wealth Partners, Ltd. 210.03%0.09%0.14%Q2 2018Q4 20213
ZRC WEALTH MANAGEMENT, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Shilanski & Associates, Inc. 330.83%0.86%0.91%Q2 2020Q4 20203
Financial Gravity Asset Management, Inc. 330.01%0.03%0.05%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Watchman Group, Inc. 330.15%0.19%0.25%Q1 2022Q3 20223
Hutchens & Kramer Investment Management Group, LLC 330.15%0.17%0.18%Q3 2022Q1 20233
Calamos Wealth Management LLC 330.16%0.45%0.77%Q2 2013Q4 20133
CALDWELL SUTTER CAPITAL, INC. 330.34%0.48%0.59%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.03%Q3 2022Q3 20233
Clearstead Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.11%0.11%0.11%Q1 2023Q3 20233
Teamwork Financial Advisors, LLC 210.07%0.11%0.13%Q4 2019Q3 20203
AllSquare Wealth Management LLC 330.00%0.02%0.03%Q4 2017Q2 20183
SANDERS MORRIS HARRIS LLC 210.04%0.05%0.06%Q3 2020Q2 20213
Blume Capital Management, Inc. 330.14%0.16%0.18%Q4 2013Q2 20143
Personal Capital Advisors Corp 210.00%0.00%0.00%Q1 2019Q4 20193
SIMPLEX TRADING, LLC 110.00%0.00%0.01%Q2 2015Q2 20173
Crabel Capital Management, LLC 110.04%0.08%0.11%Q3 2018Q2 20213
Antonetti Capital Management LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Presidio Capital Management, LLC 330.63%0.72%0.77%Q1 2022Q3 20223
Regis Acquisition Inc. 333.89%4.46%5.52%Q1 2023Q3 20233
Golden State Equity Partners 330.12%0.70%1.10%Q1 2023Q3 20233
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
LifeSteps Financial, Inc. 210.21%0.23%0.25%Q4 2019Q3 20203
BALASA DINVERNO & FOLTZ LLC 330.01%0.01%0.02%Q4 2021Q2 20223
20/20 Capital Management, Inc. 330.06%0.06%0.06%Q4 2020Q2 20213
Sandy Spring Bank 210.00%0.00%0.01%Q2 2014Q3 20213
Red Door Wealth Management, LLC 210.01%0.02%0.03%Q1 2020Q2 20213
Merit Financial Group, LLC 210.02%0.10%0.22%Q4 2021Q4 20223
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AT Bancorp 330.11%0.11%0.11%Q4 2013Q2 20143
PACIFIC FINANCIAL GROUP INC 110.01%1.51%4.43%Q2 2013Q1 20153
J.Safra Asset Management Corp 330.11%0.28%0.40%Q2 2016Q4 20163
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.12%0.14%0.14%Q2 2014Q3 20223
Advisor Resource Council 110.06%0.07%0.09%Q2 2021Q2 20223
Allen Capital Group, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
ACADIA TRUST NA 330.10%0.10%0.10%Q3 2014Q1 20153
BENEDICT FINANCIAL ADVISORS INC 330.10%0.31%0.74%Q1 2021Q3 20213
VIRIDIAN RIA, LLC 220.05%0.07%0.08%Q4 2020Q1 20212
Activest Wealth Management 220.24%0.25%0.26%Q3 2022Q4 20222
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.02%Q2 2021Q2 20222
Ellis Investment Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Manchester Capital Management LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Parasol Investment Management, LLC 220.20%0.33%0.45%Q3 2013Q4 20132
Main Street Financial Solutions, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Consolidated Portfolio Review Corp 220.07%0.07%0.07%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
PFS INVESTMENTS INC. 220.43%0.43%0.43%Q1 2023Q2 20232
Independent Wealth Network Inc. 220.14%0.15%0.17%Q4 2022Q1 20232
ORG Partners LLC 220.02%0.09%0.15%Q2 2023Q3 20232
MEITAV INVESTMENT HOUSE LTD 110.00%0.01%0.01%Q2 2018Q2 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2015Q1 20162
PAX Financial Group, LLC 220.41%0.53%0.64%Q2 2023Q3 20232
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 220.35%0.38%0.41%Q4 2021Q1 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20152
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2018Q1 20202
Altium Wealth Management LLC 220.10%0.19%0.29%Q4 2017Q1 20182
HIGH POINT BANK & TRUST CO 220.03%0.03%0.03%Q2 2013Q3 20132
FURE FINANCIAL CORP 220.02%2.45%4.88%Q3 2021Q4 20212
MMA ASSET MANAGEMENT LLC 220.77%0.89%1.00%Q4 2020Q1 20212
Tortoise Investment Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Sage Capital Advisors,llc 220.20%0.20%0.20%Q2 2020Q3 20202
NewSquare Capital LLC 220.04%0.04%0.04%Q1 2022Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.07%0.08%Q2 2013Q3 20132
Epstein & White Financial LLC 220.19%0.81%1.44%Q4 2017Q1 20182
Astoria Portfolio Advisors LLC. 221.44%1.54%1.65%Q1 2022Q2 20222
Steinberg Global Asset Management 110.15%1.26%2.37%Q2 2013Q4 20152
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2019Q4 20222
Element Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Lunt Capital Management, Inc. 221.14%1.17%1.21%Q2 2023Q3 20232
Accuvest Global Advisors 221.04%1.19%1.33%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Retireful, LLC 220.91%1.57%2.22%Q2 2023Q3 20232
LFA - Lugano Financial Advisors SA 220.13%0.22%0.32%Q1 2022Q2 20222
Morton Capital Management LLC/CA 220.09%0.09%0.09%Q4 2021Q1 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Opes Wealth Management LLC 110.14%0.34%0.53%Q3 2019Q4 20222
Jane Street Holding, LLC 220.03%0.16%0.28%Q2 2013Q3 20132
DOLIVER ADVISORS, LP 220.12%0.14%0.17%Q4 2018Q1 20192
STRATEGY ASSET MANAGERS LLC 220.05%0.05%0.05%Q4 2015Q1 20162
Granite Bay Wealth Management, LLC 220.22%0.26%0.31%Q4 2021Q1 20222
Catalyst Wealth Management, LLC 220.21%0.23%0.25%Q4 2022Q1 20232
Legacy Capital Wealth Partners, LLC 110.06%0.06%0.06%Q1 2023Q3 20232
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.05%0.10%Q2 2013Q3 20132
VECTOR WEALTH MANAGEMENT, LLC 220.83%1.09%1.34%Q4 2012Q1 20132
Towercrest Capital Management 110.06%0.18%0.30%Q2 2018Q4 20182
MCF Advisors LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Gateway Wealth Partners, LLC 220.08%0.08%0.08%Q4 2022Q1 20232
DRW Securities, LLC 110.03%0.03%0.04%Q2 2013Q4 20132
Vestmark Advisory Solutions, Inc. 110.02%0.06%0.10%Q1 2022Q2 20232
Premia Global Advisors, LLC 220.07%0.09%0.11%Q1 2018Q2 20182
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Dunhill Financial, LLC 224.11%4.12%4.14%Q2 2023Q3 20232
HBC Financial Services, PLLC 220.00%0.00%0.00%Q2 2023Q3 20232
WASHINGTON TRUST Co 220.00%0.00%0.00%Q1 2020Q2 20202
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Menard Financial Group LLC 112.03%4.31%6.59%Q4 2019Q2 20212
BTS Asset Management, Inc. 220.14%15.34%30.53%Q2 2013Q3 20132
Cooper Financial Group 220.42%0.43%0.44%Q2 2023Q3 20232
Sequoia Wealth Management, LLC 220.41%1.63%2.84%Q3 2019Q4 20192
CFO4Life Group, LLC 110.79%1.19%1.60%Q2 2022Q4 20222
ATLAS CAPITAL ADVISORS LLC 220.04%0.05%0.05%Q2 2019Q3 20192
tru Independence LLC 110.15%0.19%0.23%Q3 2020Q1 20212
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.08%0.34%0.61%Q3 2013Q2 20152
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.01%Q1 2016Q2 20162
Pinnacle Bancorp, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Private Ocean, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
PFG Investments, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Winthrop Advisory Group LLC 220.38%0.40%0.42%Q4 2017Q1 20182
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2022Q2 20222
DONALDSON CAPITAL MANAGEMENT, LLC 220.02%0.03%0.03%Q3 2019Q4 20192
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q4 2022Q1 20232
Capital Investment Advisors, LLC 220.10%0.18%0.26%Q1 2014Q2 20142
Northwest Capital Management Inc 220.03%0.07%0.11%Q2 2023Q3 20232
Summit Wealth Group, LLC 110.00%0.01%0.02%Q2 2021Q1 20232
Paragon Wealth Strategies, LLC 220.20%0.88%1.56%Q4 2018Q1 20192
Eagle Strategies LLC 220.09%0.17%0.25%Q4 2021Q1 20222
Keystone Wealth Services, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
MACQUARIE GROUP LTD 220.00%0.00%0.00%Q2 2013Q3 20132
Vertex Planning Partners, LLC 223.18%3.22%3.26%Q2 2023Q3 20232
U.S. Capital Wealth Advisors, LLC 110.01%0.02%0.03%Q3 2021Q2 20232
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2017Q3 20212
Accel Wealth Management 220.17%0.21%0.24%Q4 2020Q1 20212
HHG & Company, LLC 220.10%0.10%0.10%Q2 2013Q3 20132
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Claremont Financial Group, Inc. 226.62%7.26%7.91%Q4 2021Q1 20222
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2023Q4 20232
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q1 2014Q2 20142
ACT Advisors, LLC. 220.13%0.14%0.14%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
WEALTHSOURCE PARTNERS, LLC 220.10%0.10%0.10%Q1 2016Q2 20162
Stamos Capital Partners, L.P. 222.61%3.15%3.68%Q2 2019Q3 20192
Blue Sky Asset Management, LLC 220.10%2.82%5.54%Q4 2019Q1 20202
Cyrus J. Lawrence, LLC 220.00%0.01%0.02%Q1 2022Q2 20222
TCWP LLC 220.04%0.05%0.07%Q4 2021Q1 20222
Destiny Wealth Partners, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
Lifeworks Advisors, LLC 220.16%0.17%0.18%Q1 2022Q2 20222
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
Barry Investment Advisors, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
COURIER CAPITAL LLC 110.04%0.04%0.04%Q1 2015Q1 20151
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
WJ Interests, LLC 113.73%3.73%3.73%Q2 2022Q2 20221
Carnegie Capital Asset Management, LLC 110.34%0.34%0.34%Q3 2014Q3 20141
Corient Private Wealth LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Goodman Advisory Group, LLC 110.70%0.70%0.70%Q3 2023Q3 20231
TSFG, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
HOWE & RUSLING INC 110.01%0.01%0.01%Q4 2014Q4 20141
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q1 2019Q1 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TELEMUS CAPITAL, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2023Q1 20231
FinTrust Capital Advisors, LLC 111.43%1.43%1.43%Q3 2023Q3 20231
MARINO, STRAM & ASSOCIATES LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SVB WEALTH LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
Kore Private Wealth LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Nauset Wealth Management. LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Ellevest, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TECTONIC ADVISORS LLC 1113.78%13.78%13.78%Q3 2023Q3 20231
Capital One Investing, Inc. 110.42%0.42%0.42%Q3 2019Q3 20191
MRA Associates USA LLC 114.52%4.52%4.52%Q4 2018Q4 20181
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Brendel Financial Advisors LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
JOHNSON INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q3 2014Q3 20141
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
HILLTOP WEALTH ADVISORS, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2022Q3 20221
Sigma Investment Management Co 110.19%0.19%0.19%Q4 2014Q4 20141
Manifold Partners, LLC 110.10%0.10%0.10%Q3 2013Q3 20131
Rafferty Asset Management, LLC 110.73%0.73%0.73%Q2 2013Q2 20131
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WoodTrust Financial Corp 110.11%0.11%0.11%Q3 2023Q3 20231
SteelBridge Private Wealth Advisors LLC 111.28%1.28%1.28%Q1 2016Q1 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.31%0.31%0.31%Q4 2019Q4 20191
Laurel Wealth Advisors, Inc. 110.20%0.20%0.20%Q1 2016Q1 20161
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Vectors Research Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KINGSWOOD WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
Fusion Investment Group, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Koss-Olinger Consulting, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2013Q2 20131
NVWM, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
KEELEY ASSET MANAGEMENT CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
KINGS POINT CAPITAL MANAGEMENT 110.02%0.02%0.02%Q2 2013Q2 20131
Bond & Devick Financial Network, Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
EPG Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
SageView Advisory Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Howard Capital Management Inc. 110.34%0.34%0.34%Q2 2019Q2 20191
QUATTRO FINANCIAL ADVISORS LLC 110.03%0.03%0.03%Q1 2017Q1 20171
WealthOne, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
CFO4Life, L.P. 110.79%0.79%0.79%Q4 2022Q4 20221
Slow Capital, Inc. 110.07%0.07%0.07%Q2 2022Q2 20221
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Opes Advisors Inc 111.21%1.21%1.21%Q4 2018Q4 20181
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
IBBOTSON ASSOCIATES INC 113.41%3.41%3.41%Q3 2014Q3 20141
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
Keudell/Morrison Wealth Management 110.08%0.08%0.08%Q2 2022Q2 20221
PRIO WEALTH LIMITED PARTNERSHIP 110.02%0.02%0.02%Q4 2020Q4 20201
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.15%0.15%0.15%Q3 2020Q3 20201
Peak Capital Management LLC 110.36%0.36%0.36%Q2 2017Q2 20171
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Cable Hill Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Midwest Wealth Management Inc. 110.21%0.21%0.21%Q4 2020Q4 20201
SCS Capital Management LLC 110.07%0.07%0.07%Q3 2013Q3 20131
ROMAN BUTLER FULLERTON & CO 110.24%0.24%0.24%Q4 2022Q4 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Consolidated Planning Corp 110.05%0.05%0.05%Q3 2021Q3 20211
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BCWM, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Ledyard National Bank 110.04%0.04%0.04%Q2 2013Q2 20131
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.05%0.05%0.05%Q3 2020Q3 20201
Willingdon Wealth Management 110.01%0.01%0.01%Q3 2017Q3 20171
Syntegra Private Wealth Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
ARS Wealth Advisors, LLC 112.60%2.60%2.60%Q4 2013Q4 20131
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Smart Portfolios, LLC 119.62%9.62%9.62%Q3 2023Q3 20231
Barrington Strategic Wealth Management Group LLC 114.02%4.02%4.02%Q2 2013Q2 20131
AURORA FINANCIAL ADVISORS, LLC 110.64%0.64%0.64%Q4 2017Q4 20171
GenTrust, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
PRW Wealth Management LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
IRON Financial LLC 110.15%0.15%0.15%Q1 2020Q1 20201
Powell Investment Advisors, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Tanglewood Wealth Management, Inc. 1111.51%11.51%11.51%Q2 2013Q2 20131
Long Wharf Investors, Inc. 110.18%0.18%0.18%Q1 2014Q1 20141
Stadion Money Management, LLC 112.86%2.86%2.86%Q4 2018Q4 20181
CATALYST PRIVATE WEALTH, LLC 110.22%0.22%0.22%Q3 2020Q3 20201
RGT Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Private Advisory Group LLC 110.94%0.94%0.94%Q4 2016Q4 20161
CAZENOVE CAPITAL MANAGEMENT LTD 110.27%0.27%0.27%Q2 2013Q2 20131
Carnick & Kubik, LLC 110.07%0.07%0.07%Q3 2015Q3 20151
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
ProVise Management Group, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2023Q4 20231
Latitude Advisors, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Legacy Wealth Management, Inc 110.04%0.04%0.04%Q3 2021Q3 20211
Certified Advisory Corp 110.01%0.01%0.01%Q4 2019Q4 20191
Curi Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.24%0.24%0.24%Q2 2013Q2 20131
Windsor Financial Group, LLC 110.23%0.23%0.23%Q2 2015Q2 20151
55I, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.23%0.23%0.23%Q3 2018Q3 20181
Cornerstone Financial Partners, LLC 110.66%0.66%0.66%Q4 2015Q4 20151
SILVERLAKE WEALTH MANAGEMENT LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Wealth Architects, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
EVOKE WEALTH, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Sentinus, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 113.06%3.06%3.06%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.37%0.37%0.37%Q1 2022Q1 20221
Retirement Planning Group, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PACES FERRY WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GREENLEAF TRUST 110.01%0.01%0.01%Q3 2015Q3 20151
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FULTON BANK, N.A. 110.02%0.02%0.02%Q2 2018Q2 20181
External links

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