PIMCO ETF TR shareholder history

Current and past PIMCO ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
New England Private Wealth Advisors LLC 44440.06%1.08%2.90%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 43430.00%0.14%0.36%Q1 2013Q3 202343
HOWLAND CAPITAL MANAGEMENT LLC 42420.59%1.85%3.40%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.19%1.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.23%0.58%1.49%Q2 2013Q3 202342
FCA CORP /TX 42420.44%1.72%3.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.21%0.77%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.05%1.01%3.51%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.04%0.20%0.75%Q2 2013Q3 202342
Main Management LLC 42420.02%1.37%3.14%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.04%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.07%0.47%1.57%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.16%0.71%6.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.06%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%0.13%0.21%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.10%0.18%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.05%1.37%3.94%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.04%0.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.05%0.22%Q2 2013Q3 202342
TD Capital Management LLC 42423.02%9.52%20.60%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.06%0.27%1.33%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.19%0.54%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.02%0.12%0.39%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.03%0.07%Q2 2013Q3 202342
LPL Financial LLC 42420.07%0.19%0.56%Q2 2013Q3 202342
Creative Planning 42420.02%0.07%0.16%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.06%Q2 2013Q3 202342
Atria Investments, Inc 42420.02%0.67%4.80%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 3920.00%0.00%0.00%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.03%1.73%5.47%Q3 2013Q3 202341
AlphaMark Advisors, LLC 30110.01%0.69%6.92%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.12%0.27%Q4 2013Q3 202341
Cetera Advisor Networks LLC 24170.01%0.07%0.47%Q1 2013Q3 202341
Rehmann Capital Advisory Group 26150.04%0.46%2.57%Q1 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.88%2.10%Q2 2013Q2 202341
PRIVATE TRUST CO NA 3470.04%0.19%0.38%Q1 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.16%0.82%1.47%Q4 2013Q3 202340
Cetera Advisors LLC 40400.01%0.08%0.33%Q4 2013Q3 202340
Smithfield Trust Co 40400.00%1.63%5.55%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.03%0.27%0.58%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 2380.04%0.13%0.33%Q2 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3460.01%0.04%0.23%Q2 2013Q3 202340
EVERMAY WEALTH MANAGEMENT LLC 40400.01%3.66%5.74%Q4 2013Q3 202340
Brinker Capital Investments, LLC 39390.01%1.54%3.24%Q2 2013Q4 202239
OARSMAN CAPITAL, INC. 25140.15%0.36%0.56%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.08%0.17%Q1 2014Q3 202339
OPPENHEIMER & CO INC 2720.01%0.07%0.34%Q2 2013Q3 202339
Bartlett & Co. LLC 22160.00%0.02%0.06%Q2 2014Q4 202338
Beaumont Financial Partners, LLC 38380.04%0.25%1.92%Q2 2013Q3 202238
Annex Advisory Services, LLC 3080.03%0.43%6.74%Q2 2013Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.01%0.03%0.04%Q2 2013Q3 202238
Ancora Advisors LLC 37370.02%0.07%0.16%Q3 2014Q3 202337
Thomas J. Herzfeld Advisors, Inc. 3610.14%0.75%2.85%Q2 2014Q3 202337
M&T BANK CORP 37370.00%0.01%0.01%Q3 2014Q3 202337
STALEY CAPITAL ADVISERS INC 37370.27%1.17%2.34%Q3 2014Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.02%0.07%Q1 2014Q3 202337
Lowe Wealth Advisors, LLC 37373.94%4.78%5.82%Q4 2014Q4 202337
Sigma Planning Corp 36360.09%0.25%0.66%Q4 2014Q3 202336
FIRST TRUST ADVISORS LP 36360.01%0.02%0.03%Q4 2014Q3 202336
Destination Wealth Management 25110.01%0.33%1.16%Q1 2013Q3 202336
Brookstone Capital Management 2810.01%1.62%8.01%Q2 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.01%0.24%1.76%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.26%1.53%4.60%Q2 2013Q1 202236
COLONY GROUP LLC 3420.03%0.72%3.76%Q3 2014Q3 202336
UBS Group AG 36360.04%0.11%0.28%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.11%0.39%Q4 2014Q3 202336
EisnerAmper Wealth Management Corporate Benefits, LLC 3420.15%1.11%2.36%Q4 2014Q4 202336
LEAVELL INVESTMENT MANAGEMENT, INC. 2210.03%0.27%0.72%Q4 2011Q3 202336
Freedom Investment Management, Inc. 2920.04%0.23%0.91%Q4 2013Q3 202335
SYNOVUS FINANCIAL CORP 23120.00%0.03%0.06%Q3 2014Q3 202335
PARSONS CAPITAL MANAGEMENT INC/RI 35350.49%0.89%1.19%Q1 2015Q3 202335
Peak Asset Management, LLC 3320.61%3.99%6.17%Q4 2014Q3 202335
Klingman & Associates, LLC 2910.08%0.23%0.40%Q4 2014Q3 202334
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2680.00%0.02%0.06%Q3 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.05%0.34%Q2 2015Q3 202334
Winfield Associates, Inc. 34340.03%1.95%5.87%Q4 2013Q1 202234
Harbour Capital Advisors, LLC 2820.05%0.50%2.20%Q1 2013Q4 202134
HUNTINGTON NATIONAL BANK 2940.00%0.01%0.02%Q1 2013Q3 202334
Advisory Services Network, LLC 2710.00%0.03%0.08%Q4 2013Q3 202333
Prospera Financial Services Inc 33330.01%0.14%0.45%Q3 2015Q3 202333
Miracle Mile Advisors, LLC 2730.01%1.76%11.15%Q1 2014Q4 202233
MERIDIAN INVESTMENT COUNSEL INC. 33330.12%0.18%0.34%Q4 2013Q4 202133
FIFTH THIRD BANCORP 3010.00%0.00%0.02%Q2 2014Q3 202333
Transamerica Financial Advisors, Inc. 2510.00%1.08%3.63%Q2 2013Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2660.10%2.19%3.85%Q4 2013Q4 202132
Advisors Preferred, LLC 2010.19%0.93%2.59%Q4 2013Q3 202332
WEATHERLY ASSET MANAGEMENT L. P. 32320.05%0.22%0.47%Q4 2015Q3 202332
WEALTHCARE CAPITAL MANAGEMENT LLC 32320.05%0.14%0.23%Q1 2014Q4 202132
Compass Financial Group, Inc. 32324.59%9.69%17.64%Q4 2015Q3 202332
Janney Montgomery Scott LLC 2930.00%0.16%0.40%Q3 2013Q3 202332
Anchor Investment Management, LLC 32320.09%0.22%0.49%Q1 2016Q4 202332
Capital Advantage, Inc. 22100.10%5.19%25.92%Q4 2013Q4 202132
First Heartland Consultants, Inc. 1610.01%0.37%2.72%Q2 2013Q3 202332
D.A. DAVIDSON & CO. 1710.00%0.04%0.17%Q2 2013Q3 202331
FMR LLC 31310.00%0.03%0.05%Q1 2016Q3 202331
BEESE FULMER INVESTMENT MANAGEMENT, INC. 31310.07%0.29%0.49%Q1 2016Q3 202331
Bank of New York Mellon Corp 2010.00%0.00%0.02%Q2 2013Q3 202331
ARCADIA INVESTMENT MANAGEMENT CORP/MI 31310.08%1.69%2.91%Q1 2016Q3 202331
CWM, LLC 2380.00%0.82%2.12%Q4 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.01%0.15%0.27%Q2 2016Q4 202331
IFP Advisors, Inc 17140.08%0.37%0.88%Q4 2015Q3 202331
Financial Management Professionals, Inc. 2380.04%0.29%0.56%Q2 2015Q3 202331
Smart Portfolios, LLC 2740.51%3.23%6.78%Q4 2015Q3 202331
Pinnacle Wealth Management Advisory Group, LLC 31310.11%0.65%1.92%Q4 2014Q2 202231
Evensky & Katz LLC 31310.00%2.39%4.59%Q2 2013Q4 202031
Asset Dedication, LLC 2380.01%0.06%0.83%Q4 2015Q3 202331
HOLLENCREST CAPITAL MANAGEMENT 2920.00%0.31%0.90%Q4 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.29%3.18%Q1 2016Q3 202331
Gratus Capital, LLC 31310.07%0.73%2.16%Q1 2016Q3 202331
Snowden Capital Advisors LLC 2280.06%0.15%0.49%Q1 2016Q3 202330
FIRST FOUNDATION ADVISORS 30300.01%0.42%2.24%Q4 2015Q1 202330
ALTFEST L J & CO INC 30300.55%2.67%4.88%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.15%0.74%Q2 2013Q3 202030
JANE STREET GROUP, LLC 1110.00%0.05%0.40%Q1 2014Q3 202330
Penobscot Investment Management Company, Inc. 30300.05%0.19%0.38%Q4 2014Q1 202230
Wealthcare Advisory Partners LLC 30300.03%0.72%2.02%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.01%0.24%0.51%Q1 2016Q2 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 2010.00%0.01%0.05%Q2 2013Q3 202329
MACROVIEW INVESTMENT MANAGEMENT LLC 29291.47%4.87%13.35%Q3 2016Q3 202329
Hudock, Inc. 16130.00%0.17%0.66%Q1 2015Q3 202329
Ashfield Capital Partners, LLC 29290.02%0.04%0.07%Q3 2015Q3 202229
Dynamic Advisor Solutions LLC 29290.09%0.45%1.12%Q3 2016Q3 202329
ALPS ADVISORS INC 29290.02%0.05%0.11%Q2 2013Q2 202029
Armor Investment Advisors, LLC 28280.10%1.97%3.26%Q4 2016Q3 202328
Carlton Hofferkamp & Jenks Wealth Management, LLC 2440.44%2.08%5.81%Q3 2013Q3 202328
NEXT Financial Group, Inc 2510.00%0.15%0.32%Q2 2014Q4 202128
HCR Wealth Advisors 28280.22%1.48%6.14%Q4 2016Q3 202328
EVERGREEN CAPITAL MANAGEMENT LLC 2440.46%3.12%8.83%Q3 2016Q3 202328
CIBC WORLD MARKET INC. 2310.00%0.01%0.04%Q2 2015Q3 202328
Sequoia Financial Advisors, LLC 28280.03%0.43%1.11%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.03%0.28%0.84%Q4 2016Q3 202328
Allworth Financial LP 2610.00%0.01%0.08%Q4 2015Q3 202328
SIGNATUREFD, LLC 2510.00%0.01%0.07%Q2 2013Q3 202328
Day & Ennis, LLC 2440.45%1.21%2.75%Q3 2016Q3 202328
HALBERT HARGROVE GLOBAL ADVISORS, LLC 28280.12%1.40%18.31%Q4 2016Q3 202328
Aveo Capital Partners, LLC 28280.03%0.79%2.26%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.09%0.28%0.61%Q4 2016Q3 202328
Cetera Investment Advisers 27270.02%0.07%0.21%Q1 2017Q3 202327
WESCAP Management Group, Inc. 27270.34%1.94%3.79%Q1 2017Q3 202327
Gradient Investments LLC 1810.00%0.00%0.01%Q3 2013Q1 202227
Allianz Asset Management GmbH 1530.01%0.13%0.39%Q2 2013Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.02%Q3 2013Q2 202327
Steward Partners Investment Advisory, LLC 2610.01%0.14%0.24%Q4 2016Q3 202327
Richard Bernstein Advisors LLC 27270.25%0.72%1.50%Q3 2014Q1 202127
AJ WEALTH STRATEGIES, LLC 27270.01%0.43%3.06%Q4 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.13%0.53%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.04%0.27%0.43%Q4 2016Q3 202327
Argent Trust Co 17100.06%0.19%0.70%Q1 2015Q3 202327
Bridgeworth, LLC 2250.03%0.92%4.04%Q4 2016Q3 202327
Canal Capital Management, LLC 1020.12%0.69%1.63%Q2 2015Q3 202227
SOL Capital Management CO 2340.23%1.41%2.28%Q4 2016Q3 202327
AE Wealth Management LLC 27270.01%0.07%0.30%Q1 2017Q3 202327
Simmons Bank 1920.02%0.32%0.48%Q1 2016Q3 202327
WEDBUSH SECURITIES INC 1610.02%0.18%1.16%Q2 2013Q3 202327
Financial Advisory Group 27270.06%0.55%2.44%Q2 2014Q4 202027
Sargent Bickham Lagudis LLC 16110.00%0.34%4.15%Q1 2016Q4 202227
JNBA Financial Advisors 2020.01%0.06%0.11%Q2 2013Q3 202326
MML INVESTORS SERVICES, LLC 26260.07%0.19%0.40%Q2 2017Q3 202326
Mathes Company, Inc. 1790.15%0.55%1.58%Q4 2013Q2 202226
Aviance Capital Partners, LLC 2060.06%0.27%0.58%Q1 2017Q3 202326
HighTower Trust Company, N.A. 2120.05%0.57%1.28%Q2 2013Q1 202326
Capital Asset Advisory Services LLC 2240.04%0.63%2.69%Q1 2017Q3 202326
Perigon Wealth Management, LLC 2510.02%0.14%0.39%Q3 2011Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 26260.00%0.06%0.20%Q2 2017Q3 202326
ASSETMARK, INC 1410.00%0.39%1.75%Q2 2014Q3 202326
SEI INVESTMENTS CO 26260.05%0.08%0.11%Q4 2014Q1 202126
SCOTIA CAPITAL INC. 1920.01%0.05%0.12%Q3 2015Q3 202326
Pinnacle Advisory Group, Inc. 2210.02%1.57%6.63%Q1 2014Q1 202126
Advocacy Wealth Management Services, LLC 1880.01%0.70%2.69%Q1 2017Q3 202326
BRR OpCo, LLC 26260.11%1.10%6.04%Q2 2016Q3 202226
CENTRAL TRUST Co 2510.00%0.31%0.99%Q1 2015Q3 202326
Roble, Belko & Company, Inc 26260.05%2.04%4.59%Q2 2017Q3 202326
Barber Financial Group, Inc. 26260.07%0.24%0.71%Q4 2016Q1 202326
Baker Ellis Asset Management LLC 26260.45%0.73%1.26%Q2 2013Q3 201926
Bogart Wealth, LLC 2510.00%0.02%0.17%Q4 2016Q3 202326
Johnson Financial Group, LLC 2060.18%19.61%46.72%Q4 2016Q3 202326
Partnervest Advisory Services LLC 2050.02%1.28%2.13%Q2 2013Q3 202025
OPTIMUM INVESTMENT ADVISORS 1830.00%0.14%0.31%Q2 2014Q4 202325
King Wealth Management Group 25250.09%0.26%0.51%Q1 2017Q1 202325
Gerber Kawasaki Wealth & Investment Management 1820.00%0.27%1.04%Q1 2017Q3 202325
Continuum Advisory, LLC 2020.06%0.29%0.54%Q1 2017Q3 202325
BDO Wealth Advisors, LLC 25250.96%3.19%5.43%Q2 2017Q2 202325
AVALON CAPITAL MANAGEMENT 25250.18%0.27%0.42%Q2 2013Q2 201925
RFG Advisory, LLC 1640.02%0.10%0.27%Q1 2017Q3 202325
ANCHOR CAPITAL ADVISORS LLC 2410.01%0.21%0.76%Q1 2017Q3 202325
Cornerstone Advisors, Inc. 25250.77%19.35%41.07%Q2 2013Q2 201925
Arbor Investment Advisors, LLC 25250.35%1.90%3.50%Q3 2017Q3 202325
Stadion Money Management, LLC 2310.05%1.83%8.85%Q2 2013Q3 202325
OneDigital Investment Advisors LLC 2050.00%0.59%2.10%Q2 2017Q3 202325
WBH ADVISORY INC 830.02%0.15%1.02%Q2 2013Q3 202325
HARVEST CAPITAL MANAGEMENT INC 25250.20%2.33%8.89%Q2 2013Q2 201925
Burt Wealth Advisors 1680.04%0.23%1.33%Q4 2014Q4 202024
BEACON INVESTMENT ADVISORY SERVICES, INC. 2310.04%4.04%9.37%Q3 2015Q3 202324
Sheaff Brock Investment Advisors, LLC 2130.04%0.21%0.67%Q4 2016Q3 202324
OLD NATIONAL BANCORP /IN/ 2310.01%0.06%0.10%Q1 2015Q3 202124
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.27%0.66%1.56%Q4 2017Q3 202324
Ausdal Financial Partners, Inc. 2210.04%0.83%4.77%Q4 2015Q3 202324
Mutual Advisors, LLC 24240.03%0.15%0.52%Q4 2017Q3 202324
Hilltop Holdings Inc. 1410.05%0.88%5.68%Q4 2016Q3 202324
LexAurum Advisors, LLC 24240.30%0.64%1.13%Q4 2017Q3 202324
NVWM, LLC 24240.00%0.07%0.17%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 1810.00%0.04%0.14%Q2 2013Q3 202324
IBEX WEALTH ADVISORS 2020.22%2.13%18.93%Q3 2016Q4 202224
WealthTrust Fairport, LLC 24240.43%0.71%1.68%Q2 2013Q1 201924
AT Bancorp 24240.03%0.14%0.28%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.09%0.15%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 23230.04%0.59%1.89%Q1 2018Q3 202323
Uncommon Cents Investing LLC 23230.44%4.15%8.49%Q1 2018Q3 202323
SouthState Corp 13100.06%0.59%1.43%Q2 2013Q3 202323
BHK Investment Advisors, LLC 23230.89%2.35%3.17%Q1 2018Q3 202323
ACG Wealth 23230.07%0.71%2.36%Q1 2017Q3 202223
GOLDMAN SACHS GROUP INC 1110.00%0.01%0.01%Q3 2013Q2 202123
Verity Asset Management, Inc. 1940.13%3.62%11.34%Q4 2015Q3 202123
COLDSTREAM CAPITAL MANAGEMENT INC 1210.01%0.04%0.10%Q2 2017Q3 202323
Santori & Peters, Inc. 2210.07%0.62%1.89%Q4 2017Q3 202323
GREATMARK INVESTMENT PARTNERS, INC. 1490.05%0.23%0.71%Q4 2017Q3 202323
Whitegate Investment Counselors, Inc. 2210.06%0.23%0.51%Q1 2014Q3 202123
CENTAURUS FINANCIAL, INC. 2210.18%1.53%3.87%Q4 2017Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 23230.04%0.19%0.55%Q1 2018Q3 202323
Capital Analysts, LLC 23230.01%2.12%4.36%Q1 2018Q3 202323
Dorsey & Whitney Trust CO LLC 1110.04%0.19%0.59%Q2 2013Q3 202323
Horizon Kinetics 23230.00%0.01%0.02%Q2 2013Q4 201823
Integrated Wealth Concepts LLC 23230.00%0.06%0.13%Q4 2017Q2 202323
Steinberg Global Asset Management 23230.19%3.25%5.69%Q3 2013Q1 201923
JANUS HENDERSON GROUP PLC 23230.00%0.01%0.04%Q2 2013Q4 201823
Icon Wealth Partners, LLC 1930.03%0.12%0.54%Q4 2017Q3 202322
Carroll Financial Associates, Inc. 12100.00%0.10%0.25%Q2 2016Q4 202122
Somerset Group LLC 22221.70%3.77%7.26%Q2 2018Q3 202322
OGOREK ANTHONY JOSEPH /NY/ /ADV 1570.00%2.43%11.05%Q1 2018Q3 202322
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22220.07%0.26%0.72%Q2 2018Q3 202322
Belpointe Asset Management LLC 12100.03%0.10%0.24%Q3 2017Q1 202322
COURIER CAPITAL LLC 12100.02%0.06%0.11%Q3 2013Q2 202322
STEPHENS INC /AR/ 22220.01%0.07%0.19%Q2 2018Q3 202322
B & T Capital Management DBA Alpha Capital Management 1310.09%0.45%2.57%Q1 2017Q3 202322
Shamrock Asset Management LLC 22220.14%3.63%12.91%Q2 2014Q3 201922
B. Riley Wealth Advisors, Inc. 1410.00%0.08%0.26%Q2 2013Q3 202322
Occidental Asset Management, LLC 1310.09%0.45%0.80%Q1 2017Q2 202322
SPC Financial, Inc. 22220.03%0.93%10.20%Q2 2018Q3 202322
BADGLEY PHELPS & BELL INC 830.02%0.44%1.38%Q2 2013Q4 202022
WealthPLAN Partners, LLC 1510.00%0.82%3.46%Q4 2015Q4 202322
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1210.08%0.27%1.02%Q2 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.09%Q3 2018Q3 202321
ACCESS FINANCIAL SERVICES, INC. 21210.18%0.75%2.86%Q3 2018Q3 202321
Rain Capital Management, LLC 1740.07%2.31%12.45%Q4 2015Q3 202321
Providence First Trust Co 21212.33%4.04%6.79%Q3 2018Q3 202321
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1830.08%0.20%0.46%Q2 2018Q3 202321
Chicago Partners Investment Group LLC 1830.01%0.41%1.10%Q1 2018Q3 202321
Legacy Financial Strategies, LLC 21210.09%3.86%19.27%Q2 2018Q2 202321
Bedel Financial Consulting, Inc. 21210.22%0.32%0.44%Q2 2018Q2 202321
CONFLUENCE INVESTMENT MANAGEMENT LLC 21210.00%0.01%0.01%Q3 2017Q3 202221
NOTTINGHAM ADVISORS, INC. 1380.06%0.63%2.24%Q2 2013Q3 202321
BOSTON ADVISORS LLC 21210.01%0.08%0.20%Q3 2014Q3 201921
MISSION WEALTH MANAGEMENT, LP 21210.03%0.14%0.45%Q3 2018Q3 202321
FOSTER & MOTLEY INC 1740.04%0.12%0.23%Q2 2013Q3 202021
Covington Capital Management 21210.02%0.10%0.27%Q3 2017Q3 202221
Arete Wealth Advisors, LLC 810.04%0.19%0.72%Q4 2016Q3 202321
Elmwood Wealth Management, Inc. 1120.99%4.02%7.17%Q1 2018Q3 202321
Mariner, LLC 1510.00%0.13%0.33%Q3 2016Q3 202321
Intellectus Partners, LLC 610.00%0.15%0.47%Q4 2016Q3 202321
Texas Yale Capital Corp. 21210.05%0.43%0.93%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.03%0.06%Q1 2017Q3 202321
CREDIT SUISSE AG/ 1230.00%0.00%0.00%Q1 2013Q4 202221
Koshinski Asset Management, Inc. 1650.04%0.17%0.58%Q1 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.15%0.35%Q4 2017Q4 202221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.04%0.70%4.41%Q3 2018Q3 202321
B. Riley Wealth Management, Inc. 1650.01%0.54%2.05%Q1 2014Q2 202221
Csenge Advisory Group 1410.06%0.17%0.63%Q3 2017Q3 202321
FIRST MANHATTAN CO. LLC. 1910.00%0.00%0.00%Q3 2014Q3 202321
Chevy Chase Trust Holdings, LLC 21210.01%0.10%0.19%Q3 2013Q3 201821
STEEL GROVE CAPITAL ADVISORS, LLC 21210.24%1.25%4.02%Q3 2018Q3 202321
Citadel Advisors 910.00%0.00%0.02%Q3 2014Q3 202321
Leisure Capital Management 1110.14%0.62%1.86%Q4 2014Q4 202221
COMERICA BANK 1610.00%0.01%0.06%Q2 2013Q3 202321
NewEdge Advisors, LLC 1810.02%0.14%0.48%Q2 2017Q3 202320
FORVIS Wealth Advisors, LLC 20200.03%0.35%0.71%Q4 2018Q3 202320
COUNTRY TRUST BANK 20200.01%0.14%0.26%Q1 2017Q4 202120
Cedar Brook Financial Partners, LLC 20200.27%0.53%1.62%Q4 2018Q3 202320
Sound Income Strategies, LLC 1370.00%0.03%0.12%Q1 2018Q3 202320
CITIZENS FINANCIAL GROUP INC/RI 1010.00%0.04%0.36%Q4 2015Q3 202320
Windhaven Investment Management, Inc. 20200.64%1.51%3.73%Q2 2013Q1 201820
Financial Gravity Asset Management, Inc. 1230.04%0.59%1.63%Q1 2018Q3 202320
DEUTSCHE BANK AG\ 1460.00%0.00%0.01%Q3 2013Q2 202120
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.18%0.75%2.42%Q1 2016Q4 202020
Krilogy Financial LLC 1910.00%0.82%1.24%Q3 2018Q3 202320
Proficio Capital Partners LLC 20200.30%3.67%10.88%Q4 2016Q3 202120
Lumbard & Kellner, LLC 1110.21%2.26%4.50%Q2 2017Q3 202320
JOHNSON INVESTMENT COUNSEL INC 20200.44%0.51%0.69%Q3 2014Q2 201920
Almanack Investment Partners, LLC. 1910.06%0.54%1.48%Q1 2018Q3 202320
American Portfolios Advisors 20200.15%0.40%1.06%Q4 2017Q3 202220
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.45%0.68%0.82%Q4 2013Q3 201820
WADE G W & INC 1820.01%0.35%1.68%Q2 2018Q3 202320
Waverly Advisors, LLC 20200.23%1.20%4.32%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.02%0.17%0.63%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.22%2.15%Q4 2014Q3 201920
Cornerstone Advisory, LLC 1910.08%0.53%1.67%Q3 2018Q3 202320
WMS Partners, LLC 1190.03%0.10%0.19%Q2 2017Q3 202320
GM Advisory Group, LLC 20200.04%1.25%5.70%Q4 2018Q3 202320
JFG Wealth Management, LLC 202020.16%26.09%38.16%Q4 2018Q3 202320
PROFFITT & GOODSON INC 1370.01%0.47%1.43%Q3 2018Q3 202320
Acorn Wealth Advisors, LLC 20200.13%1.23%2.34%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.05%0.25%0.81%Q4 2018Q3 202320
RAYMOND JAMES TRUST N.A. 20200.01%0.02%0.05%Q4 2018Q3 202320
Trek Financial, LLC 20200.14%3.53%22.00%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.21%0.48%Q4 2018Q3 202320
Cottage Street Advisors LLC 1232.82%4.60%6.32%Q3 2018Q3 202319
Family Management Corp 19190.48%3.42%7.99%Q1 2019Q3 202319
Archer Investment Corp 1720.23%0.62%1.09%Q4 2018Q3 202319
JT Stratford LLC 1540.10%0.97%2.52%Q4 2018Q3 202319
Hamilton Wealth, LLC 1450.17%0.75%1.63%Q4 2018Q3 202319
MEANS INVESTMENT CO., INC. 19190.22%0.59%1.16%Q1 2019Q3 202319
Quantitative Advantage, LLC 1540.27%3.39%8.92%Q2 2013Q3 201919
Realta Investment Advisors 19190.01%0.23%0.43%Q1 2019Q3 202319
Titus Wealth Management 19190.14%2.31%5.93%Q4 2017Q2 202219
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1110.01%0.05%0.29%Q3 2015Q2 202219
Homrich & Berg 19190.03%4.00%11.97%Q1 2017Q3 202119
TWO SIGMA SECURITIES, LLC 510.00%0.09%0.66%Q1 2016Q3 202319
Lido Advisors, LLC 19190.02%0.03%0.10%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.08%0.26%Q1 2019Q3 202319
CPWM, LLC 1270.05%0.30%0.88%Q4 2017Q3 202219
TimeScale Financial, Inc. 19190.03%0.14%0.86%Q4 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.05%0.12%Q1 2019Q3 202319
Renaissance Technologies 1310.00%0.02%0.09%Q4 2017Q3 202319
Simplicity Solutions, LLC 1310.02%0.06%0.13%Q4 2016Q2 202319
CABOT WEALTH MANAGEMENT INC 19190.07%0.63%1.46%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Stratos Investment Management, LLC 19190.07%2.25%6.11%Q1 2019Q3 202319
BANK HAPOALIM BM 19190.02%0.12%0.31%Q2 2014Q4 201819
TD Ameritrade Trust Co 18180.12%0.15%0.20%Q2 2013Q3 201718
BB&T SECURITIES, LLC 18180.01%0.08%0.33%Q2 2015Q3 201918
StoneX Group Inc. 1530.07%0.22%0.37%Q2 2018Q3 202318
JANICZEK WEALTH MANAGEMENT, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
KANAWHA CAPITAL MANAGEMENT LLC 18180.16%0.39%0.51%Q2 2019Q3 202318
SVB WEALTH LLC 18180.07%0.14%0.21%Q2 2019Q3 202318
Sanctuary Wealth Management, L.L.C. 1510.25%0.48%1.29%Q1 2010Q3 202318
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1530.00%0.02%0.17%Q4 2016Q3 202318
Prestige Wealth Management Group LLC 1170.00%0.26%0.52%Q4 2018Q3 202318
LVW Advisors, LLC 18180.05%1.40%3.69%Q3 2017Q4 202118
Jacobus Wealth Management, Inc. 18180.14%0.70%2.14%Q2 2013Q3 201718
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1610.00%0.00%0.00%Q4 2014Q3 202118
Pacific Center for Financial Services 1530.05%0.07%0.10%Q1 2019Q3 202318
Traverso Chambers Private Wealth Management, LLC 18180.08%0.12%0.16%Q4 2018Q1 202318
Financial Architects, Inc 1210.00%0.02%0.05%Q2 2013Q2 202018
Gladstone Institutional Advisory LLC 18180.05%0.43%1.13%Q2 2019Q3 202318
Syntal Capital Partners, LLC 1710.51%7.60%27.65%Q4 2017Q3 202218
Commonwealth Equity Services, Inc 18180.02%0.07%0.15%Q2 2013Q3 201718
Voya Financial Advisors, Inc. 1210.01%0.16%0.62%Q1 2015Q4 202218
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.11%0.20%0.58%Q4 2015Q1 202018
Wellington Shields Capital Management, LLC 17170.03%0.37%1.33%Q3 2019Q3 202317
AdvisorNet Financial, Inc 1410.00%0.01%0.04%Q1 2018Q3 202317
DeDora Capital, Inc. 1070.43%0.66%1.13%Q2 2019Q3 202317
Riggs Asset Managment Co. Inc. 1430.00%0.67%1.30%Q4 2016Q3 202217
Braun-Bostich & Associates Inc. 830.09%2.90%15.74%Q4 2018Q2 202317
ProVise Management Group, LLC 17170.19%0.64%0.98%Q2 2018Q2 202217
Jacobi Capital Management LLC 1430.05%0.10%0.21%Q2 2016Q3 202317
Certified Advisory Corp 980.01%0.46%1.19%Q2 2018Q4 202217
FDx Advisors, Inc. 1020.01%0.08%0.32%Q3 2015Q1 202017
NICOLET BANKSHARES INC 17170.11%0.20%0.46%Q4 2015Q4 201917
CHARTIST INC /CA/ 1520.11%0.16%0.49%Q2 2016Q4 202017
BRINKER CAPITAL INC 1430.04%0.71%1.76%Q3 2015Q1 202017
Kovitz Investment Group Partners, LLC 1430.01%0.02%0.03%Q2 2019Q3 202317
MOODY NATIONAL BANK TRUST DIVISION 17170.00%0.02%0.05%Q1 2019Q1 202317
Aptus Capital Advisors, LLC 1340.01%0.08%0.58%Q1 2019Q3 202317
Sowell Financial Services LLC 1020.07%0.24%0.72%Q4 2018Q3 202317
RDA Financial Network 17170.45%0.72%1.04%Q1 2019Q1 202317
TEXAS TREASURY SAFEKEEPING TRUST CO 17171.06%26.79%51.21%Q1 2018Q1 202217
State of Tennessee, Treasury Department 710.00%0.21%0.40%Q4 2018Q3 202317
Stokes Capital Advisors, LLC 1520.07%3.26%8.80%Q4 2017Q3 202317
W.G. Shaheen & Associates DBA Whitney & Co 1430.01%0.03%0.04%Q1 2018Q3 202317
Salient Capital Advisors, LLC 17170.03%0.14%0.29%Q2 2013Q2 201717
Avion Wealth 17172.85%15.25%51.22%Q3 2019Q3 202317
NATIONAL PLANNING CORP 17170.02%0.08%0.33%Q3 2013Q3 201717
SIGNET FINANCIAL MANAGEMENT, LLC 1430.00%0.38%0.75%Q1 2018Q3 202317
Crabel Capital Management, LLC 540.14%1.39%5.76%Q4 2017Q3 202317
Janney Capital Management LLC 1610.02%0.83%2.38%Q1 2017Q1 202217
Altavista Wealth Management, Inc. 16160.14%0.31%0.46%Q2 2013Q1 201716
Equitable Holdings, Inc. 16160.01%0.03%0.07%Q4 2019Q3 202316
Vivaldi Capital Management LP 810.00%0.98%4.15%Q1 2017Q3 202316
StrongBox Wealth, LLC 16160.26%2.37%7.39%Q1 2020Q4 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Powell Investment Advisors, LLC 16160.50%1.00%1.26%Q4 2019Q3 202316
MinichMacGregor Wealth Management, LLC 16160.75%5.03%12.50%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.04%0.11%0.25%Q4 2019Q3 202316
Ascension Capital Advisors, Inc. 16160.46%1.35%3.78%Q4 2019Q3 202316
Alpha Cubed Investments, LLC 16160.05%0.98%3.26%Q4 2019Q3 202316
Mayfair Advisory Group, LLC 16161.23%4.17%11.89%Q4 2019Q3 202316
Values First Advisors, Inc. 16163.08%5.28%7.19%Q4 2019Q3 202316
Wall Capital Group, Inc. 970.18%0.49%1.06%Q1 2017Q4 202216
Flaharty Asset Management, LLC 16160.06%1.22%5.70%Q4 2019Q3 202316
Anfield Capital Management, LLC 16160.18%1.39%4.69%Q4 2019Q3 202316
Friedenthal Financial 1330.22%2.40%6.77%Q4 2016Q3 202316
Arkadios Wealth Advisors 16160.30%1.45%4.31%Q4 2019Q3 202316
Towerpoint Wealth, LLC 1510.16%4.36%14.24%Q4 2017Q2 202316
MILLENNIUM MANAGEMENT LLC 410.00%0.01%0.02%Q2 2015Q3 202316
Birch Capital Management, LLC 16160.24%1.34%3.56%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.13%0.37%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.02%1.16%3.66%Q4 2019Q3 202316
CUTLER INVESTMENT COUNSEL LLC 1420.09%0.48%1.76%Q1 2016Q3 202316
Oakworth Capital, Inc. 1420.00%0.01%0.05%Q1 2017Q3 202316
TRUIST FINANCIAL CORP 16160.04%0.07%0.12%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.01%0.08%0.26%Q4 2019Q3 202316
Ellis Investment Partners, LLC 16160.00%0.03%0.21%Q4 2018Q3 202216
Financial Advocates Investment Management 720.03%0.27%0.71%Q4 2017Q3 202316
RPg Family Wealth Advisory, LLC 630.01%0.12%0.22%Q2 2016Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1120.02%0.09%0.27%Q2 2013Q3 201716
Norway Savings Bank 16160.02%0.30%0.62%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.75%2.25%4.92%Q4 2019Q3 202316
Camelot Portfolios, LLC 1060.08%3.06%8.43%Q3 2019Q3 202316
American Research & Management Co. 1020.03%0.04%0.09%Q1 2018Q3 202216
Procyon Advisors, LLC 16161.06%2.39%4.13%Q4 2019Q3 202316
Ironwood Investment Counsel, LLC 1330.09%0.65%1.76%Q2 2013Q1 201816
STRATEGY ASSET MANAGERS LLC 1020.03%0.08%0.14%Q2 2013Q1 201916
MARINER INDEPENDENT ADVISOR NETWORK, LLC 16160.09%0.15%0.26%Q4 2018Q3 202216
Antonetti Capital Management LLC 910.01%3.23%8.59%Q2 2010Q3 202316
Integrated Advisors Network LLC 16160.04%0.09%0.20%Q4 2019Q3 202316
Benchmark Wealth Management, LLC 16162.17%11.32%23.35%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.88%7.69%11.30%Q4 2019Q3 202316
Castle Rock Wealth Management, LLC 1240.15%0.24%0.33%Q3 2019Q3 202316
SkyOak Wealth, LLC 16160.96%1.50%4.15%Q4 2019Q3 202316
Financial Strategies Group, Inc. 16160.65%2.68%8.92%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.58%4.08%11.25%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.33%2.86%4.31%Q4 2019Q3 202316
Polaris Wealth Advisory Group, LLC 1240.52%1.09%3.83%Q2 2014Q3 202016
HORIZON KINETICS ASSET MANAGEMENT LLC 16160.01%0.01%0.02%Q1 2019Q4 202216
Cordant, Inc. 16160.00%1.03%2.19%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.04%0.11%Q4 2019Q3 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 1150.01%0.04%0.10%Q4 2017Q4 202116
HOWARD WEALTH MANAGEMENT, LLC 16160.20%4.73%11.13%Q4 2019Q3 202316
BESSEMER GROUP INC 1140.00%0.00%0.00%Q2 2016Q3 202315
V Wealth Advisors LLC 870.13%0.18%0.28%Q4 2018Q3 202215
Patriot Financial Group Insurance Agency, LLC 1410.00%0.01%0.02%Q4 2016Q2 202215
Beacon Pointe Advisors, LLC 15150.02%0.07%0.16%Q1 2020Q3 202315
CreativeOne Wealth, LLC 15150.15%0.37%0.56%Q1 2020Q3 202315
DRW Securities, LLC 1110.01%0.11%0.28%Q2 2013Q1 201815
CERTUITY, LLC 15150.06%0.54%1.13%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.01%0.02%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.04%0.16%0.26%Q1 2020Q3 202315
Laidlaw Wealth Management LLC 15150.12%1.17%2.69%Q1 2020Q3 202315
PRW Wealth Management LLC 1050.14%2.79%10.68%Q4 2018Q3 202315
Rosenberg Matthew Hamilton 15150.46%0.95%1.80%Q1 2020Q3 202315
Barry Investment Advisors, LLC 15150.17%0.61%1.22%Q1 2020Q3 202315
Kathmere Capital Management, LLC 15150.12%7.63%23.35%Q1 2020Q3 202315
MSI Financial Services Inc 15150.19%0.40%0.64%Q2 2013Q4 201615
Savant Capital, LLC 15150.01%0.03%0.08%Q1 2020Q3 202315
Sugarloaf Wealth Management, LLC 1320.78%1.73%3.53%Q4 2019Q3 202315
Princeton Portfolio Strategies Group LLC 15150.82%1.64%3.03%Q4 2017Q2 202115
FineMark National Bank & Trust 15150.00%0.03%0.13%Q2 2013Q4 201615
Segment Wealth Management, LLC 1140.09%0.13%0.20%Q2 2013Q1 201915
Kore Private Wealth LLC 15150.88%1.26%1.67%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.07%0.13%0.25%Q1 2020Q3 202315
WEALTHSOURCE PARTNERS, LLC 820.03%0.10%0.26%Q1 2016Q1 202215
Wealthspire Advisors, L.P. 1410.00%0.11%0.43%Q4 2015Q3 202015
WFG Advisors, LP 1050.00%0.03%0.06%Q2 2013Q1 201715
GREENLEAF TRUST 15150.01%0.01%0.01%Q1 2020Q3 202315
Front Row Advisors LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.14%0.32%Q2 2016Q4 201915
Tidal Investments LLC 1410.02%0.30%0.97%Q4 2018Q3 202315
WOODMONT INVESTMENT COUNSEL LLC 740.04%0.21%1.02%Q2 2015Q4 202215
CAPITAL INSIGHT PARTNERS, LLC 14140.09%0.39%0.72%Q2 2020Q3 202314
Newfound Research LLC 1310.00%0.00%0.01%Q4 2015Q4 201914
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.16%2.82%6.07%Q4 2019Q1 202314
AlphaCore Capital LLC 1130.04%0.78%1.83%Q4 2019Q3 202314
Regal Investment Advisors LLC 1040.00%0.11%0.21%Q3 2013Q3 202314
Rock Creek Group, LP 640.21%9.90%25.40%Q3 2018Q4 202214
Financial Enhancement Group LLC 14140.26%0.41%0.66%Q2 2020Q3 202314
HM PAYSON & CO 14140.00%0.20%0.44%Q2 2019Q3 202214
BRAVE ASSET MANAGEMENT INC 14140.07%0.37%1.08%Q1 2014Q2 201714
Parasol Investment Management, LLC 14140.20%6.50%16.01%Q3 2013Q4 201614
TMD & ASSOCIATES, INC 14140.30%2.91%5.28%Q4 2015Q1 201914
Essex Financial Services, Inc. 1310.07%0.43%1.02%Q3 2018Q3 202314
OLD MISSION CAPITAL LLC 510.03%0.19%0.63%Q2 2017Q2 202314
Moors & Cabot, Inc. 14140.04%0.08%0.14%Q2 2020Q3 202314
SAGE RHINO CAPITAL LLC 14140.10%0.64%1.97%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 610.00%0.00%0.01%Q2 2013Q1 202314
BOKF, NA 910.01%0.02%0.05%Q1 2018Q2 202214
CATALYST PRIVATE WEALTH, LLC 14140.30%0.48%0.86%Q3 2020Q4 202314
NWAM LLC 1220.06%0.19%0.39%Q1 2020Q3 202314
White Pine Investment CO 14140.19%1.00%2.04%Q2 2020Q3 202314
Alera Investment Advisors, LLC 620.02%0.16%0.42%Q4 2018Q3 202314
Forward Management, LLC 14140.00%0.09%1.25%Q2 2015Q3 201814
Kestra Advisory Services, LLC 13130.04%0.12%0.24%Q3 2020Q3 202313
Ullmann Wealth Partners Group, LLC 1210.14%0.42%0.92%Q4 2018Q1 202213
Linscomb & Williams, Inc. 13130.02%0.10%0.43%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.02%0.02%0.04%Q2 2019Q2 202213
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1030.00%0.00%0.00%Q3 2016Q4 201913
Virtu KCG Holdings LLC 820.01%0.11%0.74%Q3 2013Q1 201713
Pasadena Private Wealth, LLC 910.07%1.76%10.93%Q4 2018Q2 202313
Lenox Wealth Management, Inc. 13130.06%1.41%3.49%Q2 2017Q2 202013
CCG WEALTH MANAGEMENT, LLC 1030.54%5.33%9.77%Q1 2019Q2 202213
VSR Financial Services, Inc. 13130.05%0.11%0.30%Q2 2013Q2 201613
WP Advisors, LLC 13130.25%4.27%15.74%Q4 2016Q4 201913
QUEST CAPITAL MANAGEMENT INC /ADV 13130.10%0.24%0.48%Q4 2018Q4 202113
NAPLES GLOBAL ADVISORS, LLC 13130.08%0.51%0.83%Q3 2020Q3 202313
TFG Advisers LLC 13130.18%0.24%0.57%Q3 2020Q3 202313
Foothills Asset Management, Ltd. 13130.61%2.07%3.43%Q1 2017Q1 202013
YHB Investment Advisors, Inc. 13130.72%1.63%3.02%Q3 2020Q3 202313
Wealthspire Advisors, LLC 910.00%0.01%0.04%Q4 2018Q3 202313
Hexagon Capital Partners LLC 13130.33%0.53%0.81%Q3 2020Q3 202313
IRON Financial LLC 940.09%1.98%9.72%Q3 2017Q4 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.05%0.09%Q3 2020Q3 202313
WEBSTER BANK, N. A. 13130.00%0.06%0.12%Q2 2017Q2 202013
Carnegie Capital Asset Management, LLC 1030.02%0.08%0.21%Q1 2016Q2 201913
Kingsview Wealth Management, LLC 760.01%0.06%0.25%Q2 2020Q3 202313
Domani Wealth, LLC 1120.16%0.39%0.55%Q3 2016Q1 202313
J.W. COLE ADVISORS, INC. 810.02%0.09%0.16%Q4 2019Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.02%0.50%3.55%Q4 2018Q3 202313
Modus Advisors, LLC 13130.10%1.42%1.90%Q4 2019Q4 202213
Atlas Private Wealth Management, LLC 13130.13%0.43%0.85%Q4 2019Q4 202213
Beacon Financial Advisory LLC 13130.19%0.29%0.43%Q4 2019Q4 202213
FLOW TRADERS U.S. LLC 410.02%1.11%5.71%Q4 2018Q3 202313
Bramshill Investments, LLC 850.03%0.47%1.99%Q1 2020Q3 202313
FRG Family Wealth Advisors LLC 13130.58%2.56%4.01%Q4 2015Q4 201813
Advisor OS, LLC 1122.17%7.63%10.00%Q2 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.09%0.41%0.69%Q2 2013Q2 201613
SYM FINANCIAL Corp 1120.10%0.18%0.35%Q4 2018Q3 202313
MEITAV INVESTMENT HOUSE LTD 710.01%0.01%0.03%Q2 2018Q3 202313
Western Wealth Management, LLC 820.02%0.17%1.41%Q4 2018Q3 202313
Lindbrook Capital, LLC 1120.00%0.00%0.00%Q4 2018Q3 202213
Donald L. Hagan, LLC 750.60%1.37%5.12%Q2 2017Q2 202012
Clearwater Capital Advisors, LLC 12120.03%0.43%0.74%Q4 2020Q3 202312
CONSULTIVA WEALTH MANAGEMENT, CORP. 910.92%1.09%1.23%Q2 2019Q3 202312
IndexIQ Advisors LLC 12120.25%0.36%0.50%Q4 2016Q3 201912
B. Riley Financial, Inc. 12121.59%2.48%4.12%Q4 2015Q3 201812
Bison Wealth, LLC 12121.92%2.52%3.55%Q4 2018Q3 202112
Kovack Advisors, Inc. 910.08%0.12%0.22%Q2 2016Q1 202012
Blue Zone Wealth Advisors, LLC 12120.19%0.57%1.14%Q4 2019Q3 202212
TOWNSQUARE CAPITAL LLC 840.02%0.18%0.43%Q4 2018Q3 202312
Clear Creek Financial Management, LLC 12120.06%0.14%0.55%Q4 2020Q3 202312
SeaBridge Investment Advisors LLC 12120.46%0.60%0.79%Q2 2018Q1 202112
Abbrea Capital, LLC 12120.09%0.64%1.72%Q3 2017Q2 202012
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.20%0.45%0.77%Q1 2020Q4 202212
FAGAN ASSOCIATES, INC. 12120.08%0.13%0.22%Q4 2019Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.06%0.12%Q4 2018Q3 202112
Eagle Capital Management, LLC 755.83%7.40%8.61%Q4 2013Q4 202112
Manchester Capital Management LLC 12120.01%0.02%0.10%Q4 2020Q3 202312
Total Clarity Wealth Management, Inc. 1110.06%0.17%0.29%Q4 2019Q1 202312
Sepio Capital, LP 840.02%0.03%0.09%Q2 2020Q2 202312
HANCOCK WHITNEY CORP 610.03%0.08%0.23%Q3 2015Q2 202312
Keystone Financial Group 1020.04%0.05%0.07%Q3 2020Q3 202312
KWMG, LLC 12120.22%1.75%2.06%Q4 2020Q3 202312
FRANKLIN RESOURCES INC 1110.00%0.00%0.00%Q2 2020Q3 202312
ROVIN CAPITAL /UT/ /ADV 1010.11%2.41%9.45%Q4 2019Q3 202312
People's United Financial, Inc. 810.00%0.04%0.45%Q3 2015Q4 201912
ADE, LLC 12120.17%0.43%2.17%Q4 2020Q3 202312
Mosaic Financial Partners, Inc. 660.21%0.55%1.14%Q2 2013Q2 201812
Souders Financial Advisors 12120.33%1.15%1.51%Q1 2020Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.02%0.03%Q2 2013Q1 201612
Palumbo Wealth Management LLC 12120.64%3.36%9.33%Q4 2020Q3 202312
Indie Asset Partners, LLC 12120.46%3.94%16.23%Q4 2019Q3 202212
MASON STREET ADVISORS, LLC 12120.19%11.02%22.52%Q4 2020Q3 202312
FURE FINANCIAL CORP 12121.38%2.24%3.67%Q4 2019Q3 202212
Private Wealth Group, LLC 610.13%0.24%0.34%Q3 2019Q1 202312
MONTAG A & ASSOCIATES INC 12120.84%1.85%2.92%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 12120.04%0.37%0.78%Q1 2018Q4 202012
Latitude Advisors, LLC 12120.72%1.46%3.44%Q4 2020Q3 202312
Phoenix Wealth Advisors 12120.40%0.63%0.86%Q4 2020Q3 202312
Sterling Global Strategies LLC 1111.30%2.13%3.19%Q4 2015Q1 201912
SeaCrest Wealth Management, LLC 660.01%0.03%0.07%Q4 2017Q3 202312
Ahrens Investment Partners LLC 1110.08%0.65%2.48%Q2 2017Q1 202312
SHEETS SMITH WEALTH MANAGEMENT 1110.05%0.08%0.12%Q2 2014Q3 202312
RED CEDAR INVESTMENT MANAGEMENT, LLC 840.05%3.33%8.87%Q3 2018Q3 202312
Verde Capital Management 12120.14%1.77%5.62%Q4 2019Q3 202212
PFG Advisors 12120.02%0.05%0.08%Q3 2020Q2 202312
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1020.47%1.39%4.80%Q3 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.18%0.58%0.79%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.56%0.86%1.06%Q4 2020Q3 202312
Westside Investment Management, Inc. 930.00%0.50%1.76%Q2 2018Q3 202312
Bridge Advisory, LLC 12120.14%0.59%1.17%Q4 2020Q3 202312
Americana Partners, LLC 12120.21%9.60%23.38%Q4 2019Q3 202212
1900 WEALTH MANAGEMENT LLC 12120.08%0.11%0.26%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.07%0.26%0.99%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.26%0.29%0.32%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.20%0.47%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.34%0.49%0.61%Q4 2020Q3 202312
Northeast Financial Consultants Inc 11110.03%1.27%2.47%Q2 2020Q4 202211
Welch Group, LLC 740.34%1.36%3.16%Q2 2013Q1 201611
L. Roy Papp & Associates, LLP 11110.08%0.10%0.13%Q2 2019Q4 202111
EVERETT HARRIS & CO /CA/ 11110.01%0.01%0.01%Q1 2020Q3 202211
Live Your Vision, LLC 11110.01%0.01%0.01%Q3 2016Q1 201911
Tarbox Family Office, Inc. 11110.09%0.37%0.91%Q4 2013Q2 201611
SITTNER & NELSON, LLC 920.10%0.86%3.32%Q4 2020Q3 202311
Transform Wealth, LLC 610.05%0.16%0.27%Q1 2017Q2 202111
Compagnie Lombard Odier SCmA 11110.04%0.17%0.31%Q3 2016Q1 201911
UBS ASSET MANAGEMENT AMERICAS INC 1010.00%0.01%0.02%Q2 2017Q4 202111
Allianz Investment Management U.S. LLC 11110.05%0.07%0.09%Q1 2021Q3 202311
Stonebridge Financial Planning Group, LLC 920.15%1.89%3.55%Q1 2020Q3 202311
WestHill Financial Advisors, Inc. 921.75%2.70%4.10%Q4 2020Q3 202311
Sage Advisory Services, Ltd.Co. 1010.14%2.21%3.59%Q4 2016Q4 201911
WESTWOOD HOLDINGS GROUP INC 11110.01%0.02%0.02%Q2 2020Q4 202211
Kinloch Capital, LLC 11110.15%0.18%0.21%Q4 2020Q2 202311
KANALY TRUST CO 11110.01%0.59%1.89%Q2 2013Q4 201511
Virtue Capital Management, LLC 720.09%4.24%14.23%Q4 2017Q3 202311
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11110.14%0.46%0.67%Q1 2021Q3 202311
GeoWealth Management, LLC 11110.01%0.05%0.14%Q1 2021Q3 202311
SUNTRUST BANKS INC 11110.01%0.06%0.11%Q1 2017Q3 201911
CURIAN CAPITAL LLC 11111.99%4.96%9.67%Q2 2013Q4 201511
Spire Wealth Management 11110.07%0.13%0.23%Q1 2021Q3 202311
ENTERPRISE FINANCIAL SERVICES CORP 11110.00%0.01%0.03%Q1 2019Q3 202111
Neuberger Berman Group LLC 1010.00%0.00%0.01%Q2 2016Q4 202111
Bell Rock Capital LLC 11110.00%0.03%0.06%Q4 2016Q2 201911
MGO ONE SEVEN LLC 510.00%0.09%0.29%Q4 2017Q1 202311
BENNICAS & ASSOCIATES, INC. 1010.67%1.19%1.41%Q2 2013Q4 202211
RMR Wealth Builders 710.01%0.09%0.17%Q4 2019Q3 202311
Ridgewood Investments LLC 11110.14%0.17%0.21%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11110.51%2.58%5.55%Q1 2021Q3 202311
Charter Oak Capital Management, LLC 11110.02%0.05%0.10%Q4 2020Q2 202311
BlackRock Inc. 430.00%0.00%0.00%Q4 2017Q1 202111
Harvest Investment Services, LLC 720.12%0.28%0.58%Q2 2020Q3 202311
Glovista Investments LLC 740.05%0.67%1.33%Q3 2015Q4 201911
Planned Solutions, Inc. 740.57%1.48%2.14%Q3 2020Q2 202311
Maryland Capital Management 11110.03%0.05%0.09%Q1 2020Q3 202211
MJP ASSOCIATES INC /ADV 820.11%1.74%14.47%Q1 2021Q3 202310
Gryphon Financial Partners LLC 10100.20%4.04%8.27%Q2 2018Q3 202010
CAROLINAS WEALTH CONSULTING LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Strategic Wealth Partners, Ltd. 820.00%0.32%2.69%Q4 2017Q4 202210
Personal Wealth Partners 10100.08%0.13%0.24%Q4 2019Q1 202210
HL FINANCIAL SERVICES LLC 10100.01%0.09%0.14%Q2 2013Q3 201510
Sullivan, Bruyette, Speros & Blaney, LLC 10100.11%0.20%0.32%Q4 2018Q1 202110
TruWealth Advisors, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
FIRST NATIONAL TRUST CO 10100.02%0.06%0.07%Q2 2018Q3 202010
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.01%Q3 2019Q4 202110
Commonwealth Financial Services, LLC 10100.03%0.10%0.46%Q4 2014Q1 201710
Capstone Triton Financial Group, LLC 550.15%0.84%2.37%Q4 2020Q3 202310
AVIANCE CAPITAL MANAGEMENT, LLC 810.00%0.08%0.41%Q2 2013Q1 201910
Global Financial Private Capital, Inc 910.00%0.18%1.35%Q4 2017Q2 202010
SUN LIFE FINANCIAL INC 10101.86%3.10%4.31%Q1 2021Q2 202310
Oxinas Partners Wealth Management LLC 10100.22%0.50%0.89%Q4 2020Q1 202310
RiverFront Investment Group, LLC 820.36%1.79%6.36%Q3 2015Q4 201810
BOSTON FINANCIAL MANGEMENT LLC 10100.01%0.02%0.02%Q4 2019Q1 202210
Haverford Trust Co 430.00%0.01%0.02%Q4 2013Q3 202310
Danda Trouve Investment Management, Inc. 10100.01%2.49%7.04%Q2 2020Q3 202210
Full Sail Capital, LLC 10100.04%1.11%2.05%Q2 2020Q3 202210
MUFG Americas Holdings Corp 710.00%0.00%0.01%Q4 2010Q1 201610
Royal Fund Management, LLC 510.00%0.58%1.52%Q4 2017Q1 202310
Journey Advisory Group, LLC 10100.08%1.27%2.31%Q4 2020Q1 202310
Investment Research & Advisory Group, Inc. 910.04%0.10%0.22%Q4 2019Q3 202210
CULLEN/FROST BANKERS, INC. 10100.00%0.00%0.00%Q1 2021Q2 202310
WRAPMANAGER INC 10100.07%0.10%0.11%Q2 2017Q3 201910
SANDERS MORRIS HARRIS LLC 910.05%0.15%0.22%Q1 2016Q3 202210
Montis Financial, LLC 910.42%1.44%2.51%Q4 2020Q3 202310
Financial Engines Advisors L.L.C. 640.00%0.00%0.00%Q1 2018Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.01%0.06%0.16%Q2 2020Q3 202210
CALTON & ASSOCIATES, INC. 510.05%0.22%0.49%Q4 2017Q1 202210
Doyle Wealth Management 910.00%0.29%0.40%Q2 2019Q3 202210
Livingston Group Asset Management CO (operating as Southport Capital Management) 10100.64%1.03%1.58%Q4 2019Q1 202210
A. D. Beadell Investment Counsel, Inc. 10100.17%0.28%0.56%Q2 2019Q3 202110
Weatherstone Capital Management 710.11%4.96%22.78%Q2 2013Q1 201910
Taylor, Cottrill LLC 10100.13%0.18%0.21%Q3 2013Q4 201510
Mangham Associates,LLC 10102.69%20.71%34.61%Q2 2021Q3 202310
Avestar Capital, LLC 10100.06%1.84%4.14%Q2 2019Q3 202110
Bellecapital International Ltd. 10100.22%0.67%0.90%Q2 2014Q3 201610
ACAS, LLC 640.32%0.37%0.43%Q1 2021Q3 202310
Foundations Investment Advisors, LLC 730.02%0.35%0.70%Q2 2019Q3 202310
Advisory Alpha, LLC 820.01%0.06%0.18%Q1 2021Q3 202310
Savior LLC 10100.00%0.44%0.72%Q4 2019Q1 202210
BELLEVUE ASSET MANAGEMENT, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.08%0.14%0.22%Q1 2021Q3 202310
Nicholas Hoffman & Company, LLC. 640.01%0.27%0.66%Q1 2021Q3 202310
Bay Harbor Wealth Management, LLC 990.00%0.01%0.02%Q4 2018Q4 20209
High Falls Advisors, Inc 990.12%0.15%0.19%Q4 2020Q4 20229
Birchcreek Wealth Management, LLC 990.05%0.38%0.61%Q4 2020Q4 20229
Ameritas Investment Company, LLC 420.01%0.09%0.25%Q4 2018Q3 20219
FIRST MERCHANTS CORP 990.04%0.04%0.06%Q3 2017Q3 20199
Estate Counselors, LLC 990.02%0.68%4.11%Q3 2021Q3 20239
Vontobel Swiss Wealth Advisors AG 990.57%1.55%2.52%Q2 2019Q2 20219
Relative Value Partners Group, LLC 990.10%2.43%4.00%Q3 2020Q3 20229
Leonard Rickey Investment Advisors P.L.L.C. 990.22%0.72%0.98%Q4 2017Q4 20199
Paradigm Financial Advisors, LLC 990.07%1.82%5.36%Q4 2019Q4 20219
Pinnacle Summer Investments, Inc. 810.06%0.09%0.14%Q2 2013Q3 20159
Asset Planning Services, Ltd. 540.00%0.02%0.14%Q2 2015Q4 20179
STUDIO INVESTMENT MANAGEMENT LLC 990.06%0.18%0.27%Q3 2021Q3 20239
MYCIO WEALTH PARTNERS, LLC 710.00%0.24%0.34%Q4 2016Q3 20199
Snider Financial Group 720.22%0.73%2.96%Q2 2021Q3 20239
Avior Wealth Management, LLC 810.00%0.02%0.03%Q3 2020Q3 20239
GRIES FINANCIAL LLC 510.12%0.77%1.48%Q1 2021Q3 20239
Sage Capital Advisors,llc 990.12%0.17%0.28%Q2 2020Q2 20229
Winslow, Evans & Crocker, Inc. 990.05%0.35%0.51%Q4 2018Q4 20209
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 810.02%0.02%0.03%Q4 2020Q1 20239
USAdvisors Wealth Management, LLC 992.70%3.05%3.39%Q1 2021Q1 20239
PYA Waltman Capital, LLC 990.05%0.12%0.18%Q3 2020Q3 20229
SG Americas Securities, LLC 990.00%0.00%0.00%Q1 2016Q1 20189
EPG Wealth Management LLC 630.07%0.30%1.54%Q4 2019Q3 20229
SIMMONS FIRST TRUST CO NA 990.47%0.98%1.29%Q4 2013Q4 20159
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.00%Q2 2016Q3 20189
PEAPACK GLADSTONE FINANCIAL CORP 990.27%0.41%0.66%Q3 2021Q3 20239
ALBION FINANCIAL GROUP /UT 630.00%0.04%0.12%Q1 2017Q2 20229
APPLETON PARTNERS INC/MA 990.03%0.06%0.09%Q3 2017Q3 20199
Wakefield Asset Management LLLP 990.04%0.95%2.51%Q3 2018Q3 20209
Magnus Financial Group LLC 990.03%0.05%0.08%Q4 2018Q4 20209
Robertson Stephens Wealth Management, LLC 510.04%1.19%3.35%Q1 2021Q3 20239
BARCLAYS PLC 990.00%0.00%0.00%Q1 2017Q1 20199
SEGALL BRYANT & HAMILL, LLC 610.00%0.01%0.01%Q4 2018Q2 20239
MADISON WEALTH MANAGEMENT 810.07%0.16%0.30%Q1 2020Q3 20229
Valeo Financial Advisors, LLC 420.00%0.00%0.01%Q3 2017Q1 20219
JOYN Advisors, Inc. 530.02%0.07%0.13%Q3 2014Q3 20188
Eudaimonia Partners, LLC 710.07%0.19%0.31%Q3 2020Q3 20238
Laurel Wealth Planning LLC 880.00%0.04%0.09%Q4 2020Q3 20228
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 880.02%0.05%0.07%Q3 2020Q2 20228
Vectors Research Management, LLC 410.01%0.01%0.02%Q3 2018Q4 20218
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.07%0.22%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.32%0.75%1.00%Q4 2021Q3 20238
USCA RIA LLC 880.03%0.09%0.14%Q1 2019Q4 20208
Treynor Bancshares, Inc. 880.33%2.82%3.55%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.04%0.30%0.68%Q4 2021Q3 20238
HB Wealth Management, LLC 882.21%3.38%4.28%Q4 2021Q3 20238
WealthShield Partners, LLC 410.00%0.03%0.05%Q4 2017Q1 20238
Washington Trust Advisors, Inc. 880.01%0.03%0.10%Q4 2021Q3 20238
Edmonds Duncan Registered Investment Advisors, LLC 620.07%0.31%0.59%Q2 2017Q3 20218
Greenwich Investment Management, Inc. 530.30%1.04%2.26%Q3 2019Q2 20228
Quantum Private Wealth, LLC 880.15%0.67%1.43%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.29%0.47%0.88%Q4 2021Q3 20238
Frisch Financial Group, Inc. 880.10%0.16%0.28%Q1 2019Q4 20208
Colonial River Wealth Management, LLC 320.16%0.70%1.36%Q1 2021Q3 20238
MAIRS & POWER INC 880.01%0.01%0.02%Q2 2013Q1 20158
Cedar Mountain Advisors, LLC 710.00%0.49%0.70%Q4 2019Q3 20238
Stratford Consulting, LLC 880.34%0.47%0.69%Q2 2018Q1 20208
DUBUQUE BANK & TRUST CO 610.00%0.03%0.08%Q2 2013Q1 20198
SMITH CAPITAL MANAGEMENT INC /AR/ADV 881.24%2.36%3.88%Q4 2018Q3 20208
Mezzasalma Advisors, LLC 880.14%0.42%0.88%Q4 2020Q3 20228
Price Wealth, LLC 880.01%0.02%0.03%Q2 2018Q1 20208
Future Financial Wealth Managment LLC 880.85%1.36%1.89%Q4 2020Q3 20228
Wealth Advisory Solutions, LLC 420.41%0.52%0.67%Q4 2019Q2 20228
WULFF, HANSEN & CO. 880.25%0.45%1.23%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.03%0.10%0.24%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.04%0.05%0.06%Q4 2021Q3 20238
Buckingham Capital Management, Inc. 880.11%1.90%3.57%Q2 2013Q1 20158
Avidian Wealth Solutions, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
SAX WEALTH ADVISORS, LLC 880.06%0.24%0.46%Q4 2020Q3 20228
CARDIFF PARK ADVISORS, LLC 880.05%0.11%0.13%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.22%0.25%0.28%Q4 2021Q3 20238
LS Investment Advisors, LLC 880.00%0.00%0.00%Q3 2014Q2 20168
Old Port Advisors 880.08%0.10%0.14%Q4 2019Q3 20218
Concorde Financial Corp 881.02%2.20%3.35%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 410.02%0.06%0.07%Q4 2016Q2 20218
Portfolio Solutions, LLC 530.00%0.02%0.06%Q1 2017Q3 20208
SILVERLAKE WEALTH MANAGEMENT LLC 880.25%0.30%0.39%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 710.00%0.28%2.22%Q4 2019Q3 20238
KMG FIDUCIARY PARTNERS, LLC 880.05%0.06%0.09%Q3 2020Q2 20228
Huber Financial Advisors, LLC 620.13%0.24%0.33%Q1 2018Q1 20208
TRANSCEND CAPITAL ADVISORS, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
PALLADIUM PARTNERS LLC 530.01%0.02%0.03%Q4 2016Q1 20228
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.01%Q4 2014Q2 20238
One Capital Management, LLC 880.02%0.19%0.51%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.02%0.06%0.16%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 881.22%2.37%7.28%Q4 2021Q3 20238
Capital Market Strategies LLC 530.30%0.52%0.73%Q4 2021Q4 20238
ALTERNA WEALTH MANAGEMENT, INC 880.33%4.47%20.08%Q4 2021Q3 20238
JMG Financial Group, Ltd. 880.05%0.06%0.07%Q3 2013Q2 20158
Moloney Securities Asset Management, LLC 710.04%0.05%0.06%Q1 2021Q3 20238
TriaGen Wealth Management LLC 880.26%0.59%1.24%Q4 2020Q3 20228
Financial Sense Advisors, Inc. 620.10%5.44%25.57%Q3 2018Q3 20208
Overbrook Management Corp 880.06%0.08%0.14%Q4 2019Q3 20218
BAIRD ROBERT W & CO INC /WI/ 880.02%0.04%0.06%Q2 2013Q1 20158
Vantage Investment Advisors, LLC 410.00%0.01%0.01%Q4 2015Q3 20188
Archvest Wealth Advisors, Inc. 880.56%0.88%1.30%Q4 2021Q3 20238
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 880.04%5.14%8.39%Q4 2013Q3 20158
Claraphi Advisory Network, LLC 220.09%0.25%0.43%Q4 2017Q4 20228
TD Waterhouse Canada Inc. 880.02%0.04%0.08%Q4 2021Q3 20238
Jaffetilchin Investment Partners, LLC 410.06%1.15%3.64%Q2 2013Q3 20208
Paragon Private Wealth Management, LLC 880.19%0.42%0.61%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.08%0.19%0.36%Q4 2021Q3 20238
Fusion Capital, LLC 880.74%1.61%2.90%Q3 2020Q2 20228
ETF Store, Inc. 883.00%3.53%4.03%Q4 2021Q3 20238
Investors Capital Advisory Services 530.04%0.05%0.06%Q3 2013Q4 20158
Pensionmark Financial Group, LLC 880.08%0.15%0.26%Q3 2020Q2 20228
Scarborough Advisors, LLC 880.42%0.58%1.01%Q4 2021Q3 20238
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Ledyard National Bank 520.00%0.00%0.00%Q4 2015Q4 20187
TCI Wealth Advisors, Inc. 310.00%0.03%0.12%Q2 2014Q1 20207
SILVER OAK SECURITIES, INCORPORATED 770.07%0.21%0.37%Q1 2022Q3 20237
Alexandria Capital, LLC 770.00%0.00%0.00%Q1 2016Q3 20177
Three Bridge Wealth Advisors, LLC 770.94%1.18%1.42%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.21%0.25%0.29%Q2 2013Q4 20147
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 430.51%0.83%1.18%Q4 2016Q3 20187
Vigilare Wealth Management 610.15%0.98%2.58%Q2 2020Q4 20227
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
Allegis Investment Advisors, LLC 410.17%0.96%1.91%Q4 2015Q1 20187
Navis Wealth Advisors, LLC 773.30%4.06%4.60%Q4 2020Q2 20227
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Connectus Wealth, LLC 770.02%0.04%0.06%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.02%0.06%0.15%Q1 2022Q3 20237
Essex Savings Bank 430.00%0.07%0.16%Q4 2018Q1 20237
TRUE Private Wealth Advisors 770.01%1.45%2.60%Q2 2020Q4 20217
Southeast Asset Advisors Inc. 770.03%0.03%0.05%Q3 2020Q1 20227
Spotlight Asset Group, Inc. 520.05%0.22%0.39%Q3 2020Q3 20237
Kavar Capital Partners, LLC 320.03%0.04%0.09%Q4 2013Q2 20187
COMERICA SECURITIES INC 610.09%0.72%1.32%Q3 2013Q4 20167
Baker Avenue Asset Management, LP 770.10%0.11%0.15%Q3 2018Q1 20207
Strategic Investment Advisors / MI 430.09%0.19%0.31%Q2 2020Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.02%0.09%Q4 2020Q4 20227
FOUNDERS BANK & TRUST 770.15%3.12%8.82%Q2 2013Q4 20147
Clearview Wealth Advisors LLC 770.03%0.05%0.06%Q4 2020Q2 20227
Tyler-Stone Wealth Management 520.22%0.32%0.42%Q4 2021Q3 20237
PATHSTONE FAMILY OFFICE, LLC 510.00%0.04%0.09%Q1 2018Q3 20237
RELIANCE TRUST CO OF DELAWARE 770.06%0.07%0.09%Q2 2013Q4 20147
American Trust 770.02%0.04%0.05%Q1 2022Q3 20237
BROWN ADVISORY INC 770.00%0.01%0.02%Q1 2022Q3 20237
F-Squared Investment Management, LLC 432.03%5.68%12.59%Q3 2013Q2 20157
Delos Wealth Advisors, LLC 770.04%2.81%8.13%Q1 2022Q3 20237
Capital Advisors Wealth Management, LLC 770.46%0.58%0.69%Q1 2021Q3 20227
Pflug Koory, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Penserra Capital Management LLC 210.00%0.23%0.54%Q4 2018Q3 20237
LifeSteps Financial, Inc. 520.27%0.82%1.45%Q4 2019Q1 20227
WBI INVESTMENTS, LLC 320.32%1.04%2.09%Q2 2013Q3 20177
DERBY & COMPANY, INC 770.20%3.24%4.40%Q1 2020Q3 20217
Stratos Wealth Advisors, LLC 770.02%0.09%0.23%Q2 2020Q4 20217
Strategic Advisors LLC 430.11%0.18%0.30%Q1 2020Q4 20227
Edge Advisors, LLC 770.09%0.23%0.38%Q4 2016Q2 20187
ASSET MANAGEMENT CORP /IL/ /ADV 770.11%0.67%3.02%Q4 2019Q2 20217
Hanson & Doremus Investment Management 770.06%0.07%0.09%Q3 2020Q1 20227
Peterson Financial Group, Inc. 770.14%0.19%0.32%Q1 2022Q3 20237
Advisors Asset Management, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Cascade Investment Advisors, Inc. 770.04%0.32%0.49%Q3 2021Q1 20237
Mosaic Family Wealth, LLC 610.00%0.01%0.03%Q3 2016Q1 20197
SFMG, LLC 430.03%0.36%1.09%Q3 2017Q2 20217
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 520.01%0.82%1.35%Q3 2013Q3 20217
SALEM INVESTMENT COUNSELORS INC 520.00%0.01%0.03%Q2 2020Q2 20237
White Lighthouse Investment Management Inc. 770.25%0.41%0.86%Q2 2018Q4 20197
HRT FINANCIAL LP 310.00%0.04%0.17%Q4 2019Q3 20237
Frontier Wealth Management LLC 430.13%0.46%0.60%Q2 2020Q2 20227
INSIGHT 2811, INC. 610.15%0.46%1.70%Q1 2016Q1 20217
Round Rock Advisors, LLC 770.17%0.36%0.60%Q1 2022Q3 20237
Lionsbridge Wealth Management LLC 612.24%5.55%7.48%Q4 2019Q3 20237
HARVEST GROUP WEALTH MANAGEMENT, LLC 610.28%0.56%0.90%Q4 2017Q4 20207
Allred Capital Management, LLC 770.28%0.93%1.31%Q1 2021Q3 20227
Atria Wealth Solutions, Inc. 770.07%0.13%0.28%Q1 2022Q3 20237
Charles Schwab Investment Advisory, Inc. 770.02%0.25%0.66%Q2 2018Q4 20197
CAPITAL CITY TRUST CO/FL 770.17%0.24%0.31%Q1 2020Q3 20217
HIGHLAND CAPITAL MANAGEMENT, LLC 770.07%0.28%0.58%Q2 2013Q4 20147
First Horizon Advisors, Inc. 310.00%0.00%0.01%Q1 2017Q4 20227
Placemark Investments, Inc. 770.03%0.04%0.05%Q2 2013Q4 20147
TILIA FIDUCIARY PARTNERS, INC. 770.07%0.20%0.39%Q4 2021Q2 20237
LifePlan Financial Group, Inc 770.00%0.00%0.01%Q1 2018Q3 20197
Wealth Alliance 770.08%0.99%1.47%Q1 2022Q3 20237
Accel Wealth Management 770.01%0.01%0.01%Q4 2020Q2 20227
Argentus Capital Management, LLC 610.09%0.29%0.65%Q3 2014Q3 20167
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.30%0.44%0.54%Q1 2022Q3 20237
ARS Investment Partners, LLC 660.07%0.12%0.17%Q4 2016Q1 20186
EXENCIAL WEALTH ADVISORS, LLC 660.01%0.14%0.35%Q4 2019Q1 20216
Concorde Asset Management, LLC 510.15%0.23%0.35%Q3 2017Q2 20196
Reitz Capital Advisors LLC 667.82%10.36%12.40%Q3 2019Q4 20206
Prime Capital Investment Advisors, LLC 310.01%0.02%0.02%Q4 2018Q3 20236
UBS AG 660.04%0.06%0.10%Q2 2013Q3 20146
TOTH FINANCIAL ADVISORY CORP 660.00%0.00%0.01%Q2 2022Q3 20236
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
CarsonAllaria Wealth Management, Ltd. 660.02%0.19%0.28%Q2 2022Q3 20236
CAPITAL ONE FINANCIAL CORP 660.04%0.10%0.19%Q1 2020Q2 20216
Range Financial Group LLC 660.87%1.49%1.92%Q2 2022Q3 20236
MANAGED ACCOUNT SERVICES INC 420.14%0.28%0.38%Q2 2018Q4 20196
LGL PARTNERS, LLC 661.89%2.02%2.11%Q4 2015Q1 20176
COMMUNITY BANK SYSTEM, INC. 660.18%0.40%0.96%Q2 2013Q3 20146
Callan Capital, LLC 210.06%0.33%0.71%Q2 2014Q4 20166
GRIMES & COMPANY, INC. 510.11%1.07%5.67%Q3 2015Q4 20226
Evercore Wealth Management, LLC 660.00%0.00%0.01%Q1 2015Q2 20166
Price Capital Management, Inc. 210.09%42.11%96.50%Q1 2018Q3 20236
CIM, LLC 330.04%0.43%0.82%Q4 2020Q4 20226
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q3 2017Q4 20226
Sandy Spring Bank 310.00%0.01%0.02%Q2 2019Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.20%0.24%0.30%Q2 2021Q4 20226
BTR CAPITAL MANAGEMENT INC 661.84%3.74%5.47%Q2 2021Q3 20226
Signify Wealth 510.17%1.48%3.16%Q1 2022Q3 20236
Intergy Private Wealth, LLC 661.51%1.61%1.88%Q2 2022Q3 20236
CHARTER RESEARCH & INVESTMENT GROUP, INC. 662.78%2.96%3.10%Q1 2021Q2 20226
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2014Q2 20236
CRA Financial Services, LLC 660.10%0.11%0.14%Q4 2020Q1 20226
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.00%0.03%0.07%Q2 2022Q3 20236
WJ Interests, LLC 661.26%2.90%4.87%Q2 2022Q3 20236
Clark Capital Management Group, Inc. 410.00%1.18%2.68%Q1 2017Q4 20226
Edge Wealth Management LLC 660.33%0.40%0.47%Q4 2016Q1 20186
Rise Advisors, LLC 660.00%0.00%0.02%Q2 2022Q3 20236
Drake & Associates, LLC 660.25%6.76%10.65%Q2 2022Q3 20236
ADVOCATE GROUP LLC 660.97%1.10%1.30%Q2 2022Q3 20236
ALLIANZ INVESTMENT MANAGEMENT LLC 660.06%0.07%0.10%Q3 2019Q4 20206
Beacon Capital Management, Inc. 310.00%0.00%0.00%Q1 2014Q1 20206
LAKE STREET PRIVATE WEALTH, LLC 660.06%0.16%0.29%Q3 2019Q4 20206
McElhenny Sheffield Capital Management, LLC 660.08%0.15%0.27%Q3 2021Q4 20226
NOESIS CAPITAL MANGEMENT CORP 660.07%0.07%0.09%Q3 2021Q4 20226
SECURITY NATIONAL BANK OF SO DAK 660.16%0.84%1.62%Q3 2020Q4 20216
First Capital Advisors Group, LLC. 420.01%0.09%0.43%Q1 2018Q2 20236
WEST BANCORPORATION INC 420.02%0.03%0.05%Q4 2019Q1 20226
Intelligence Driven Advisers, LLC 660.26%0.66%1.36%Q2 2019Q3 20206
Cerity Partners LLC 410.00%0.05%0.11%Q2 2020Q3 20236
BENJAMIN EDWARDS INC 420.01%0.05%0.13%Q4 2020Q2 20226
KMS FINANCIAL SERVICES, INC 660.26%0.52%1.30%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.03%0.04%0.04%Q2 2013Q3 20146
Apella Capital, LLC 330.02%0.03%0.04%Q2 2022Q4 20236
Clear Perspective Advisors, LLC 660.11%0.40%0.61%Q3 2020Q4 20216
Vontobel Holding Ltd. 660.00%0.01%0.03%Q1 2021Q2 20226
Probity Advisors, Inc. 510.08%0.10%0.11%Q3 2020Q1 20226
RETIREMENT INCOME SOLUTIONS, INC 660.64%2.26%6.28%Q2 2020Q3 20216
DRAVO BAY LLC 510.15%0.16%0.18%Q1 2022Q3 20236
WFA of San Diego, LLC 210.05%0.09%0.15%Q3 2021Q3 20236
VICUS CAPITAL 510.14%0.26%0.38%Q4 2016Q1 20196
Nelson Capital Management, LLC 660.04%0.05%0.06%Q4 2019Q1 20216
Fusion Investment Group, LLC 420.00%0.38%1.86%Q4 2013Q3 20156
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
IEQ CAPITAL, LLC 310.01%0.02%0.02%Q4 2019Q2 20226
Lake Point Wealth Management 310.00%0.08%0.42%Q4 2018Q2 20226
ICA Group Wealth Management, LLC 660.03%0.05%0.08%Q1 2022Q2 20236
Allen Capital Group, LLC 310.09%1.06%2.37%Q4 2019Q4 20226
Hedeker Wealth, LLC 661.05%1.40%1.73%Q2 2022Q3 20236
LaFleur & Godfrey LLC 660.23%2.02%3.31%Q2 2013Q3 20146
Bruderman Asset Management, LLC 660.06%0.08%0.12%Q1 2018Q2 20196
Atlas Private Wealth Advisors 660.02%0.02%0.03%Q2 2020Q3 20216
Clearshares LLC 661.57%1.65%1.85%Q4 2017Q1 20196
EP Wealth Advisors, LLC 410.01%0.05%0.10%Q1 2020Q2 20226
Golden State Wealth Management, LLC 330.07%0.12%0.16%Q1 2019Q3 20206
Accuvest Global Advisors 660.35%0.96%2.70%Q2 2017Q3 20186
FIDUCIARY TRUST INTERNATIONAL LLC 510.15%0.18%0.21%Q3 2017Q1 20196
Marcum Wealth, LLC 310.03%0.16%0.43%Q4 2019Q3 20226
PIN OAK INVESTMENT ADVISORS INC 310.01%0.01%0.02%Q4 2017Q1 20236
Portfolio Strategies Inc 5510.35%14.89%20.81%Q4 2016Q4 20175
GUGGENHEIM CAPITAL LLC 310.00%0.17%0.28%Q2 2013Q4 20195
BB&T INVESTMENT SERVICES, INC. 550.11%0.15%0.18%Q4 2016Q4 20175
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.27%0.40%0.52%Q4 2021Q1 20235
SWMG, LLC 210.33%0.62%1.03%Q4 2021Q2 20235
IFG Advisory, LLC 550.11%0.13%0.16%Q4 2018Q4 20195
Laurel Wealth Advisors, Inc. 210.02%0.17%0.32%Q3 2020Q1 20225
Strategic Blueprint, LLC 310.01%0.12%0.30%Q3 2019Q4 20225
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 551.67%2.37%2.94%Q4 2021Q4 20225
OAK FAMILY ADVISORS, LLC 550.12%0.20%0.26%Q4 2020Q4 20215
RIVERSEDGE ADVISORS, LLC 550.12%0.13%0.14%Q2 2020Q2 20215
CWH Capital Management, Inc. 559.60%10.58%11.15%Q3 2017Q3 20185
D.B. Root & Company, LLC 550.14%0.81%1.20%Q1 2018Q1 20195
Keene & Associates, Inc. 556.07%7.12%9.98%Q3 2022Q3 20235
Palouse Capital Management, Inc. 552.02%2.76%3.59%Q2 2019Q2 20205
Sloy Dahl & Holst, LLC 210.05%0.15%0.28%Q4 2019Q3 20235
Blue Granite Capital, LLC 550.22%0.23%0.24%Q4 2016Q4 20175
Jefferies Group LLC 310.01%0.27%1.00%Q2 2013Q2 20155
Blue Trust, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
OptiFour Integrated Wealth Management, LLC 550.38%1.11%1.71%Q4 2018Q4 20195
MATHER GROUP, LLC. 550.02%0.02%0.03%Q3 2022Q3 20235
MBM Wealth Consultants, LLC 310.01%0.03%0.06%Q4 2018Q4 20225
Strategic Capital Group LLC 550.08%1.01%4.29%Q2 2013Q2 20145
Nikulski Financial, Inc. 550.09%0.11%0.15%Q3 2021Q3 20225
Stone House Investment Management, LLC 550.23%2.21%3.65%Q1 2018Q1 20195
LEVITT CAPITAL MANAGEMENT LLC 550.10%7.73%25.08%Q2 2013Q2 20145
Colonial Trust Advisors 550.03%0.03%0.03%Q3 2022Q3 20235
First Affirmative Financial Network 550.26%0.32%0.38%Q3 2021Q3 20225
BALDWIN BROTHERS LLC/MA 550.01%0.01%0.01%Q4 2022Q4 20235
CoreCap Advisors, LLC 550.11%0.97%2.10%Q4 2021Q4 20225
55I, LLC 550.14%0.49%1.14%Q4 2018Q4 20195
MCF Advisors LLC 310.00%0.00%0.02%Q3 2013Q2 20205
Center For Asset Management LLC 320.86%4.03%6.88%Q4 2020Q3 20235
Secrest Blakey & Associates, LLC 550.24%0.26%0.28%Q4 2017Q4 20185
RMB Capital Management, LLC 550.01%0.03%0.06%Q2 2017Q2 20185
SPINNAKER TRUST 410.06%0.08%0.15%Q3 2015Q3 20235
Fortis Advisors, LLC 410.00%0.02%0.07%Q3 2017Q1 20205
BAILARD, INC. 550.01%2.21%3.84%Q2 2018Q2 20195
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
MARIPAU WEALTH MANAGEMENT LLC 550.20%0.25%0.27%Q3 2022Q3 20235
Taylor & Morgan Wealth Management, LLC 551.19%1.40%1.56%Q4 2021Q4 20225
Foresight Wealth Management, LLC 550.00%0.38%1.39%Q4 2018Q4 20195
Solstein Capital, LLC 550.05%0.06%0.07%Q3 2021Q3 20225
Gemmer Asset Management LLC 550.01%0.02%0.02%Q2 2020Q2 20215
Squar Milner Financial Services LLC 550.42%0.75%1.76%Q2 2019Q2 20205
CAMBRIDGE TRUST CO 550.00%0.00%0.01%Q1 2022Q1 20235
Baron Wealth Management LLC 551.49%2.49%3.35%Q4 2022Q4 20235
SCHMIDT P J INVESTMENT MANAGEMENT INC 320.04%0.11%0.17%Q3 2020Q1 20225
IFC Holdings Incorporated/FL 550.06%0.08%0.09%Q4 2016Q4 20175
Turim 21 Investimentos Ltda. 410.18%1.07%2.85%Q1 2020Q2 20215
INVESTMENT PARTNERS, LTD. 551.01%2.96%4.72%Q1 2020Q1 20215
MidWestOne Financial Group, Inc. 410.08%0.13%0.17%Q2 2019Q3 20205
Colonial Trust Co / SC 550.04%0.09%0.12%Q3 2022Q3 20235
Institute for Wealth Management, LLC. 410.14%0.19%0.23%Q1 2019Q2 20235
Aprio Wealth Management, LLC 550.10%1.05%4.67%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.22%0.25%0.28%Q3 2022Q3 20235
WCG Wealth Advisors LLC 550.14%0.26%0.32%Q3 2022Q3 20235
EQ LLC 415.60%12.06%32.93%Q4 2021Q1 20235
Kingfisher Capital LLC 410.12%2.97%3.70%Q4 2019Q3 20235
Adaptive Financial Consulting, LLC 550.33%0.41%0.49%Q4 2019Q4 20205
St. James Investment Advisors, LLC 550.21%6.17%11.15%Q4 2021Q4 20225
Parcion Private Wealth LLC 550.02%0.05%0.07%Q3 2020Q3 20215
Catalyst Capital Advisors LLC 550.00%0.01%0.01%Q4 2017Q4 20185
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q3 2022Q3 20235
Ledge Wealth Management, Inc. 550.11%0.20%0.31%Q1 2022Q1 20235
Koss-Olinger Consulting, LLC 550.06%0.07%0.08%Q2 2021Q2 20225
G&S Capital LLC 553.08%3.56%4.80%Q4 2018Q4 20195
JFS WEALTH ADVISORS, LLC 320.00%0.01%0.01%Q2 2014Q3 20235
Arbor Wealth Management, LLC 550.47%0.81%1.18%Q4 2020Q4 20215
TCWP LLC 410.00%0.06%0.08%Q1 2022Q2 20235
CAHILL FINANCIAL ADVISORS INC 550.13%0.17%0.18%Q3 2022Q3 20235
RiverTree Advisors, LLC 326.19%6.88%8.09%Q1 2022Q3 20235
PIERSHALE FINANCIAL GROUP, INC. 410.14%14.66%36.02%Q3 2015Q4 20185
NewEdge Wealth, LLC 320.01%0.02%0.04%Q4 2021Q3 20235
Portland Global Advisors LLC 440.04%0.07%0.15%Q4 2020Q3 20214
Lake Hills Wealth Management, LLC 440.23%0.44%0.77%Q2 2022Q1 20234
EAGLE ROCK INVESTMENT COMPANY, LLC 440.26%0.27%0.29%Q2 2022Q1 20234
Paulson Wealth Management Inc. 440.15%0.16%0.17%Q4 2018Q3 20194
Cresset Asset Management, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
ETRADE Capital Management LLC 210.00%0.00%0.01%Q3 2013Q3 20204
PGIM Custom Harvest LLC 440.05%0.14%0.23%Q4 2020Q3 20214
HBK Sorce Advisory LLC 310.10%0.14%0.18%Q2 2013Q4 20144
Kerntke Otto McGlone Wealth Management Group 441.34%3.21%4.35%Q3 2020Q2 20214
MONETA GROUP INVESTMENT ADVISORS LLC 310.01%0.03%0.05%Q3 2021Q1 20234
MKT Advisors LLC 440.18%0.22%0.32%Q4 2021Q3 20224
Palo Capital, Inc. 440.37%0.63%0.98%Q1 2018Q4 20184
Astoria Portfolio Advisors LLC. 441.26%2.60%3.41%Q4 2021Q3 20224
Essential Planning, LLC. 440.49%0.58%0.73%Q4 2022Q3 20234
Psagot Value Holdings Ltd. 440.00%0.00%0.00%Q2 2020Q1 20214
Capital One Investing, Inc. 440.24%0.31%0.36%Q4 2018Q3 20194
S.C. Financial Services, Inc. 440.25%0.32%0.36%Q4 2021Q3 20224
FORTE ASSET MANAGEMENT LLC 441.18%1.21%1.26%Q2 2022Q1 20234
BNP PARIBAS FINANCIAL MARKETS 310.00%0.01%0.01%Q4 2021Q3 20234
True Wealth Design, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.14%0.25%0.35%Q1 2019Q4 20194
McGlone Suttner Wealth Management, Inc. 440.06%0.15%0.38%Q4 2022Q3 20234
Peachtree Investment Partners, LLC 210.14%0.33%0.82%Q4 2019Q4 20214
Capstone Financial Group, Inc. 440.33%2.51%3.63%Q4 2019Q3 20204
Berkshire Bank 440.05%0.32%0.65%Q3 2020Q2 20214
Lodestone Wealth Management LLC 440.16%0.30%0.35%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 440.23%0.56%0.94%Q2 2022Q1 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
MRA Associates USA LLC 440.68%1.46%2.58%Q4 2018Q3 20194
Greenwich Wealth Management LLC 440.16%0.39%0.60%Q1 2016Q4 20164
LBA Wealth Management, LLC 310.00%0.10%0.35%Q2 2015Q1 20174
Schrum Private Wealth Management LLC 440.36%0.40%0.46%Q4 2021Q3 20224
Ascent Group, LLC 310.06%0.07%0.09%Q1 2022Q3 20234
Per Stirling Capital Management, LLC. 440.14%0.15%0.16%Q4 2022Q3 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q1 2017Q4 20174
CMC Financial Group 440.21%0.42%0.98%Q4 2018Q3 20194
Elevated Capital Advisors, LLC 210.60%1.83%3.09%Q1 2019Q3 20234
Exeter Financial, LLC 440.35%1.01%1.84%Q3 2020Q2 20214
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.49%0.55%0.59%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 222.02%2.08%2.24%Q4 2018Q4 20194
Strategic Capital Alternatives LLC 310.11%0.34%1.01%Q3 2014Q3 20154
NewSquare Capital LLC 310.00%0.89%2.32%Q4 2013Q3 20234
Harfst & Associates, Inc. 440.11%0.16%0.27%Q2 2015Q1 20164
Creative Capital Management Investments LLC 440.81%1.30%2.62%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 210.00%0.00%0.00%Q4 2020Q1 20234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.01%0.01%0.02%Q2 2013Q1 20144
Sentinus, LLC 440.54%0.79%1.28%Q3 2022Q2 20234
Derbend Asset Management 220.14%0.19%0.28%Q2 2021Q3 20234
FundX Investment Group, LLC 310.42%2.61%7.10%Q4 2018Q1 20204
BOK Financial Private Wealth, Inc. 440.36%0.39%0.42%Q2 2016Q1 20174
Sage Mountain Advisors LLC 440.07%0.10%0.14%Q3 2022Q2 20234
TORONTO DOMINION BANK 310.00%0.00%0.00%Q3 2018Q3 20194
Autus Asset Management, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 310.02%0.15%0.20%Q3 2022Q3 20234
Laird Norton Wetherby Trust Company, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
Summit Financial, LLC 220.02%0.02%0.03%Q2 2021Q3 20234
Ferguson Shapiro LLC 440.32%0.99%2.19%Q2 2022Q1 20234
SkyView Investment Advisors, LLC 440.08%0.12%0.18%Q4 2020Q3 20214
Larson Financial Group LLC 440.01%0.01%0.04%Q4 2022Q3 20234
Aspire Private Capital, LLC 310.00%0.06%0.22%Q4 2018Q4 20204
Strait & Sound Wealth Management LLC 440.37%0.70%1.04%Q4 2022Q3 20234
Salient Private Client, LLC 440.24%0.98%2.34%Q4 2017Q3 20184
Richard W. Paul & Associates, LLC 440.05%0.17%0.49%Q4 2022Q3 20234
PROFESSIONAL PLANNING 440.28%0.39%0.53%Q4 2020Q3 20214
Townsend & Associates, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
PARK AVENUE SECURITIES LLC 440.01%0.02%0.03%Q1 2022Q4 20224
Register Financial Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
High Net Worth Advisory Group LLC 440.04%0.06%0.07%Q4 2021Q3 20224
AlphaStar Capital Management, LLC 210.10%0.15%0.19%Q2 2018Q3 20204
Roof Eidam Maycock Peralta, LLC 441.21%1.28%1.35%Q4 2022Q3 20234
San Luis Wealth Advisors LLC 310.23%0.47%0.90%Q4 2020Q1 20224
PATTON ALBERTSON MILLER GROUP, LLC 440.06%0.09%0.13%Q4 2019Q3 20204
IHT Wealth Management, LLC 210.01%0.01%0.02%Q4 2016Q2 20234
Shepherd Financial Partners LLC 440.30%0.53%0.67%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.03%0.06%0.13%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.89%1.87%3.54%Q4 2022Q3 20234
BARNES PETTEY FINANCIAL ADVISORS, LLC 310.39%0.62%0.85%Q4 2021Q1 20234
Waterloo Capital, L.P. 310.20%0.74%1.20%Q1 2020Q3 20234
Auxano Advisors, LLC 440.20%0.27%0.32%Q1 2020Q4 20204
Fort Point Capital Partners LLC 440.08%0.10%0.12%Q4 2020Q3 20214
Clal Insurance Enterprises Holdings Ltd 440.01%0.01%0.01%Q4 2014Q3 20154
WealthPlan Investment Management, LLC 210.09%0.18%0.26%Q1 2022Q4 20234
EMERSON INVESTMENT MANAGEMENT, LLC 440.04%0.21%0.32%Q2 2014Q1 20154
Brio Consultants, LLC 440.06%0.07%0.08%Q3 2020Q2 20214
Johnson Midwest Financial, LLC 440.00%0.01%0.01%Q2 2022Q1 20234
GYL FINANCIAL SYNERGIES, LLC 310.06%0.09%0.15%Q4 2018Q3 20234
GARRISON POINT ADVISORS, LLC 440.22%0.25%0.27%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 440.15%0.16%0.17%Q4 2020Q3 20214
NorthCoast Asset Management LLC 440.01%0.02%0.02%Q4 2020Q3 20214
Laurel Wealth Advisors LLC 310.00%0.00%0.00%Q2 2019Q3 20234
Blackston Financial Advisory Group, LLC 440.29%0.41%0.54%Q2 2022Q1 20234
Wealth Quarterback LLC 220.01%0.19%0.37%Q4 2019Q3 20214
Cornerstone Wealth Management, LLC 310.07%0.63%0.96%Q2 2018Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Allegiant Private Advisors, LLC 330.04%0.04%0.05%Q4 2020Q2 20213
Dynasty Wealth Management, LLC 330.14%0.41%0.67%Q1 2018Q3 20183
KHP Capital, LLC 210.22%0.35%0.42%Q4 2017Q3 20183
Beck Bode, LLC 330.10%0.11%0.12%Q1 2022Q3 20223
TOMPKINS FINANCIAL CORP 210.00%0.00%0.00%Q4 2020Q1 20223
Advisors Capital Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.30%0.40%0.55%Q4 2020Q2 20213
TFB Advisors LLC 331.92%3.22%5.66%Q1 2023Q3 20233
Ballew Advisors, Inc 330.05%0.06%0.07%Q1 2018Q3 20183
KENNICOTT CAPITAL MANAGEMENT LLC 333.18%4.72%6.87%Q1 2021Q3 20213
Scott Capital Advisors, LLC 330.12%0.71%1.58%Q4 2021Q2 20223
Hillsdale Investment Management Inc. 330.00%0.00%0.01%Q3 2017Q1 20183
Slow Capital, Inc. 330.19%0.25%0.33%Q1 2020Q3 20203
Ballentine Partners, LLC 210.10%0.10%0.11%Q1 2016Q4 20163
Glenview Trust Co 330.02%0.02%0.02%Q3 2019Q1 20203
BOENNING & SCATTERGOOD, INC. 210.05%0.06%0.08%Q4 2018Q4 20203
BIVIN & ASSOCIATES, INC. 330.00%0.01%0.02%Q4 2021Q2 20223
Waldron Private Wealth LLC 210.03%0.20%0.34%Q3 2015Q1 20193
Stearns Financial Services Group 210.04%0.06%0.07%Q3 2019Q3 20203
TCTC Holdings, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Venturi Wealth Management, LLC 110.05%5.64%15.07%Q1 2018Q1 20223
Morningstar Investment Services LLC 330.07%0.07%0.08%Q2 2013Q4 20133
Paracle Advisors, LLC 330.14%0.15%0.17%Q3 2014Q1 20153
361 CAPITAL LLC 330.12%0.30%0.52%Q3 2018Q1 20193
Members Trust Co 210.00%0.13%0.20%Q4 2022Q3 20233
NextCapital Advisers, Inc. 330.39%3.06%4.50%Q1 2018Q3 20183
CNO Financial Group, Inc. 3322.79%22.94%23.05%Q2 2021Q4 20213
TRUST CO OF VERMONT 110.00%0.00%0.01%Q2 2013Q2 20233
PACES FERRY WEALTH ADVISORS, LLC 210.03%0.36%0.62%Q3 2020Q2 20223
Tuttle Capital Management, LLC 331.45%7.07%15.32%Q1 2015Q3 20153
RATIONAL ADVISORS LLC 330.01%0.01%0.02%Q1 2017Q3 20173
FLYNN ZITO CAPITAL MANAGEMENT, LLC 210.21%0.23%0.24%Q4 2021Q3 20223
MANNING & NAPIER ADVISORS LLC 330.01%0.01%0.01%Q2 2016Q4 20163
HOWE & RUSLING INC 110.00%0.04%0.10%Q2 2017Q1 20223
Bridgewealth Advisory Group, LLC 330.50%0.74%1.00%Q4 2022Q2 20233
EII CAPITAL MANAGEMENT, INC. 330.08%0.15%0.19%Q4 2019Q2 20203
M Holdings Securities, Inc. 210.10%0.13%0.16%Q4 2014Q4 20173
Covenant Partners, LLC 330.10%0.17%0.21%Q1 2022Q3 20223
Redhawk Wealth Advisors, Inc. 210.11%0.29%0.64%Q3 2018Q3 20233
Dakota Wealth Management 210.02%0.21%0.33%Q2 2020Q4 20223
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.02%0.06%0.13%Q4 2017Q2 20183
Winch Advisory Services, LLC 330.02%0.03%0.03%Q4 2015Q2 20163
K.J. Harrison & Partners Inc 330.12%0.18%0.28%Q2 2018Q4 20183
NinePointTwo Capital LLC 330.14%0.29%0.50%Q1 2023Q3 20233
Mascoma Wealth Management LLC 330.00%0.04%0.09%Q1 2018Q3 20183
Guidant Wealth Advisors 330.13%0.15%0.19%Q1 2019Q3 20193
Fortitude Advisory Group L.L.C. 330.11%0.24%0.33%Q4 2021Q2 20223
WealthOne, LLC 210.09%0.10%0.10%Q4 2018Q3 20223
Meridian Wealth Management, LLC 210.02%0.15%0.31%Q3 2020Q3 20223
PERSONAL CFO SOLUTIONS, LLC 330.08%0.13%0.20%Q1 2022Q3 20223
Cornerstone Planning Group LLC 210.01%0.02%0.03%Q4 2022Q3 20233
SII INVESTMENTS INC/WI 210.02%0.03%0.04%Q3 2014Q1 20173
Accurate Wealth Management, LLC 210.02%0.18%0.35%Q1 2022Q4 20223
HBW ADVISORY SERVICES LLC 330.09%0.16%0.21%Q2 2020Q4 20203
LFA - Lugano Financial Advisors SA 330.07%0.08%0.10%Q2 2018Q4 20183
LGT Financial Advisors LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.02%0.04%Q1 2023Q3 20233
Cornerstone Wealth Group, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
Busey Bank 330.02%0.05%0.10%Q1 2021Q3 20213
LMG Wealth Partners, LLC 330.10%0.17%0.30%Q4 2022Q2 20233
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q3 2017Q1 20183
Menard Financial Group LLC 330.44%0.59%0.70%Q1 2022Q3 20223
Veritable, L.P. 330.01%0.03%0.04%Q3 2019Q1 20203
Clearstead Advisors, LLC 210.00%0.03%0.09%Q1 2020Q3 20213
Precision Wealth Strategies, LLC 332.84%5.24%8.58%Q1 2023Q3 20233
Private Capital Group, LLC 210.00%0.01%0.01%Q4 2018Q2 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.02%Q4 2022Q3 20233
West Financial Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Semmax Financial Advisors Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
Filament LLC 210.05%0.06%0.06%Q4 2019Q3 20203
Centennial Wealth Advisory LLC 330.19%0.28%0.33%Q1 2022Q3 20223
Advisor Resource Council 110.05%0.24%0.61%Q2 2021Q2 20223
Financial Gravity Companies, Inc. 210.04%0.12%0.18%Q4 2017Q4 20183
FREEDOM WEALTH ALLIANCE, LLC 330.88%0.92%0.96%Q4 2022Q2 20233
HoyleCohen, LLC 330.14%0.27%0.40%Q4 2017Q2 20183
Hardy Reed LLC 330.28%0.32%0.40%Q1 2019Q3 20193
PFG Investments, LLC 330.13%0.14%0.16%Q1 2023Q3 20233
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
SG Select LLC 338.52%9.37%9.86%Q3 2013Q1 20143
Cape Investment Advisory, Inc. 330.06%0.07%0.08%Q1 2023Q3 20233
Parkside Financial Bank & Trust 210.01%0.02%0.03%Q3 2018Q4 20223
Atomi Financial Group, Inc. 330.25%0.53%0.77%Q1 2023Q3 20233
Omega Financial Group, LLC 330.21%0.38%0.49%Q1 2023Q3 20233
Keudell/Morrison Wealth Management 330.09%0.11%0.13%Q1 2022Q3 20223
1834 INVESTMENT ADVISORS CO 330.02%0.03%0.04%Q1 2018Q3 20183
Truvestments Capital LLC 210.00%0.00%0.00%Q2 2020Q1 20213
EMFO, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Vista Private Wealth Partners. LLC 210.30%0.34%0.36%Q2 2020Q1 20213
Checchi Capital Advisers, LLC 110.02%0.05%0.07%Q2 2020Q1 20233
Plante Moran Financial Advisors, LLC 110.00%0.01%0.01%Q2 2019Q4 20203
Beaumont Financial Advisors, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
ST GERMAIN D J CO INC 330.03%0.03%0.03%Q2 2023Q4 20233
Lee Financial Co 330.01%0.01%0.01%Q3 2021Q1 20223
Jackson Wealth Management, LLC 110.23%0.33%0.48%Q4 2014Q1 20163
Lakeside Wealth Management Group, LLC 3317.66%18.12%19.05%Q3 2016Q1 20173
Red Door Wealth Management, LLC 210.00%0.00%0.01%Q1 2020Q2 20213
Merit Financial Group, LLC 210.01%0.03%0.04%Q4 2022Q3 20233
Wealth Advisors of Iowa, LLC 210.11%0.14%0.18%Q4 2020Q4 20213
Stonebridge Capital Advisors LLC 210.00%0.01%0.01%Q1 2020Q3 20213
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2020Q4 20233
BARR E S & CO 330.04%0.04%0.05%Q3 2017Q1 20183
Capital Square, LLC 210.28%0.79%1.60%Q4 2019Q3 20203
Bouvel Investment Partners, LLC 333.00%3.22%3.40%Q3 2022Q1 20233
STABLEFORD CAPITAL II LLC 220.16%0.22%0.28%Q2 2017Q3 20172
Activest Wealth Management 220.08%0.08%0.09%Q3 2022Q4 20222
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q4 20212
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cornerstone Management, Inc. 221.86%1.96%2.06%Q2 2020Q3 20202
Concert Wealth Management Inc. 110.02%0.02%0.03%Q3 2014Q3 20162
CX Institutional 110.00%0.01%0.02%Q3 2018Q2 20222
Kelman-Lazarov, Inc. 220.02%0.02%0.02%Q3 2016Q4 20162
BANK OF NOVA SCOTIA 110.01%0.01%0.02%Q4 2013Q4 20212
Marble Harbor Investment Counsel, LLC 110.07%0.08%0.10%Q2 2013Q4 20132
COMMONS CAPITAL, LLC 220.15%0.27%0.39%Q4 2021Q1 20222
Balentine LLC 220.04%0.11%0.18%Q4 2018Q1 20192
Redwood Financial Network Corp 220.20%0.22%0.24%Q1 2022Q2 20222
St. Johns Investment Management Company, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
WADDELL & ASSOCIATES, LLC 220.19%0.21%0.24%Q1 2020Q2 20202
Cardan Capital Partners, LLC 220.03%0.03%0.03%Q2 2020Q3 20202
Covenant Multifamily Offices, LLC 220.03%0.26%0.49%Q2 2015Q3 20152
WEBSTERROGERS FINANCIAL ADVISORS, LLC 220.06%0.06%0.06%Q2 2021Q3 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Montecito Bank & Trust 110.37%1.28%2.19%Q2 2016Q4 20162
Versant Capital Management, Inc 220.11%0.11%0.11%Q4 2016Q1 20172
Lion Street Advisors, LLC 110.15%0.30%0.44%Q1 2023Q3 20232
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Shore Point Advisors, LLC 220.49%0.50%0.51%Q2 2022Q3 20222
Mach-1 Financial Group, LLC 110.01%0.35%0.69%Q4 2020Q1 20222
KENNEDY CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Compass Ion Advisors, LLC 222.30%2.43%2.56%Q1 2020Q2 20202
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.07%0.09%Q2 2013Q3 20132
Delta Dental Plan of Michigan, Inc. 222.14%2.18%2.22%Q1 2018Q2 20182
CETERA INVESTMENT MANAGEMENT LLC 221.63%1.68%1.72%Q1 2017Q2 20172
LEVIN CAPITAL STRATEGIES, L.P. 220.05%0.06%0.06%Q4 2017Q1 20182
Walkner Condon Financial Advisors LLC 220.06%0.07%0.07%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 110.01%0.03%0.05%Q1 2019Q4 20222
Goodman Advisory Group, LLC 228.93%11.32%13.70%Q2 2023Q3 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.12%0.23%Q4 2015Q3 20192
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2017Q3 20232
CORNERCAP INVESTMENT COUNSEL INC 220.03%0.03%0.04%Q3 2021Q4 20212
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2018Q3 20192
Capital Planning LLC 220.30%1.26%2.22%Q3 2021Q4 20212
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
FLC Capital Advisors 220.18%0.18%0.18%Q1 2019Q2 20192
Adams Wealth Management 220.33%0.37%0.41%Q4 2019Q1 20202
Interchange Capital Partners, LLC 110.05%0.11%0.16%Q4 2020Q1 20232
Fulcrum Equity Management 223.36%3.44%3.51%Q3 2022Q4 20222
Newbridge Financial Services Group, Inc. 110.00%0.01%0.01%Q1 2022Q3 20222
Lineweaver Wealth Advisors, LLC 220.08%0.10%0.13%Q4 2020Q1 20212
Synergy Financial Group, LTD 220.26%0.33%0.41%Q4 2021Q1 20222
PEOPLES FINANCIAL SERVICES CORP. 220.01%0.01%0.01%Q1 2020Q2 20202
BIP Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
STEPH & CO 220.03%0.07%0.11%Q4 2019Q1 20202
Global Assets Advisory, LLC 220.49%0.58%0.67%Q3 2022Q4 20222
Ruggie Capital Group 220.00%0.00%0.00%Q2 2015Q3 20152
Coastline Trust Co 220.07%0.17%0.28%Q2 2014Q3 20142
First Command Financial Services, Inc. 110.00%0.00%0.01%Q2 2017Q4 20182
MAGNOLIA CAPITAL ADVISORS LLC 116.07%13.79%21.51%Q4 2022Q3 20232
Virtu Financial LLC 110.03%0.03%0.03%Q2 2018Q2 20192
PRING TURNER CAPITAL GROUP INC 110.05%0.06%0.06%Q4 2013Q3 20152
Fiduciary Trust Co International of Pennsylvania 220.02%0.02%0.02%Q3 2017Q4 20172
COWA, LLC 220.23%1.17%2.11%Q4 2020Q1 20212
Capital Wealth Planning, LLC 110.03%0.04%0.05%Q3 2019Q1 20202
PFW Advisors LLC 221.97%2.61%3.25%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.71%1.03%1.34%Q1 2023Q3 20232
Pallas Capital Advisors LLC 220.04%0.05%0.05%Q3 2021Q4 20212
Spectrum Asset Management, Inc. (NB/CA) 220.34%0.35%0.37%Q4 2014Q1 20152
Congress Wealth Management LLC / DE / 220.02%0.03%0.04%Q4 2021Q1 20222
CNB Bank 110.02%0.02%0.02%Q2 2019Q1 20232
Auour Investments LLC 222.00%2.12%2.24%Q2 2023Q3 20232
Delta Investment Management, LLC 110.08%0.08%0.08%Q4 2022Q3 20232
ORG Partners LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Cordasco Financial Network 220.01%0.01%0.01%Q4 2018Q1 20192
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pinion Investment Advisors, LLC 220.28%0.28%0.29%Q2 2023Q3 20232
CGC Financial Services, LLC 220.62%0.69%0.76%Q2 2023Q3 20232
Core Wealth Advisors, Inc. 220.13%0.14%0.14%Q3 2021Q4 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q3 20152
Independent Wealth Network Inc. 220.63%0.64%0.65%Q2 2023Q3 20232
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Vestmark Advisory Solutions, Inc. 220.06%0.06%0.06%Q1 2019Q2 20192
Portside Wealth Group, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.02%Q2 2023Q3 20232
Clarus Wealth Advisors 220.01%0.12%0.22%Q3 2018Q4 20182
Icon Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Capital Group Private Client Services, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CAPITAL MANAGEMENT ASSOCIATES /NY/ 221.72%4.59%7.46%Q3 2019Q4 20192
Lunt Capital Management, Inc. 220.38%0.39%0.40%Q2 2023Q3 20232
NORTHSTAR CAPITAL MANAGEMENT LLC 220.05%0.05%0.05%Q4 2017Q1 20182
AFAM CAPITAL, INC. 220.12%0.15%0.19%Q2 2017Q3 20172
Salomon & Ludwin, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Carnick & Kubik, LLC 110.04%0.06%0.08%Q3 2015Q1 20162
Marquette Asset Management, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
WealthTrust-Arizona, LLC 220.16%0.16%0.16%Q3 2018Q4 20182
Northwest Capital Management Inc 220.32%0.43%0.54%Q4 2017Q1 20182
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Stamos Capital Partners, L.P. 222.62%3.14%3.66%Q2 2019Q3 20192
CITY NATIONAL BANK 220.00%0.00%0.00%Q2 2015Q3 20152
MBL Wealth, LLC 221.01%1.10%1.20%Q1 2022Q2 20222
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
CADENCE BANK NA 221.49%1.57%1.64%Q3 2020Q4 20202
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2014Q1 20162
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Clear Harbor Asset Management, LLC 110.02%0.02%0.02%Q4 2019Q3 20202
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
One Wealth Advisors, LLC 110.01%0.15%0.29%Q1 2020Q4 20222
PAX Financial Group, LLC 220.14%0.22%0.31%Q2 2023Q3 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.01%0.02%Q4 2018Q1 20192
CWA Asset Management Group, LLC 220.06%0.13%0.20%Q3 2017Q4 20172
Lifeworks Advisors, LLC 220.13%0.13%0.14%Q1 2022Q2 20222
Evolution Wealth Advisors, LLC 110.04%0.13%0.22%Q1 2019Q1 20212
Visionary Asset Management, Inc. 110.27%0.32%0.38%Q4 2014Q4 20182
Cardinal Point Wealth Management Partners, LLC 220.13%0.13%0.13%Q4 2021Q1 20222
AIRE ADVISORS, LLC 220.17%0.30%0.43%Q4 2021Q1 20222
Claro Advisors LLC 220.28%0.28%0.28%Q2 2022Q3 20222
Gupta Wealth Management LLC 110.02%0.02%0.02%Q2 2015Q1 20162
HC FINANCIAL ADVISORS INC 220.02%0.02%0.02%Q4 2020Q1 20212
Mason & Associates Inc 223.44%3.57%3.71%Q4 2021Q1 20222
Next Level Private LLC 220.20%0.20%0.20%Q4 2021Q1 20222
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
Karpus Management, Inc. 220.46%0.49%0.52%Q2 2020Q3 20202
FIRST NATIONAL BANK OF OMAHA 220.02%0.02%0.03%Q1 2020Q2 20202
Private Ocean, LLC 110.00%0.06%0.12%Q4 2018Q1 20222
Beacon Pointe Wealth Advisors, LLC 220.06%0.08%0.11%Q3 2019Q4 20192
UMB Bank, n.a. 220.00%0.00%0.00%Q4 2021Q1 20222
Drexel Morgan & Co. 222.16%2.38%2.61%Q2 2013Q3 20132
Baystate Wealth Management LLC 220.00%0.00%0.00%Q1 2022Q2 20222
StrategIQ Financial Group, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.02%0.04%0.06%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
CONTINUUM WEALTH ADVISORS, LLC 220.18%0.27%0.35%Q4 2022Q1 20232
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2020Q3 20212
Provident Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MCIA Inc 220.07%0.08%0.08%Q2 2017Q3 20172
Liberty Capital Management, Inc. 220.01%0.01%0.01%Q3 2016Q4 20162
Belvedere Trading LLC 110.01%0.01%0.02%Q1 2022Q1 20222
Legacy Wealth Planning, LLC 220.40%0.79%1.17%Q4 2019Q1 20202
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q3 2019Q4 20192
Gallagher Fiduciary Advisors, LLC 220.03%0.04%0.04%Q1 2023Q2 20232
Research Affiliates, LLC 220.45%0.45%0.45%Q2 2013Q3 20132
Bellwether Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Sunbelt Securities, Inc. 220.05%0.06%0.06%Q2 2023Q3 20232
GOULD ASSET MANAGEMENT LLC /CA/ 110.12%0.25%0.38%Q1 2019Q2 20222
TWIN FOCUS CAPITAL PARTNERS, LLC 220.23%0.24%0.25%Q4 2020Q1 20212
Astoria Strategic Wealth, Inc. 220.45%0.46%0.47%Q4 2019Q1 20202
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Element Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Howard Capital Management Inc. 110.24%0.28%0.31%Q1 2020Q1 20222
Farmer Steven Patrick 110.00%0.00%0.00%Q2 2022Q2 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Wedgewood Partners 110.01%0.01%0.01%Q2 2018Q2 20181
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.38%0.38%0.38%Q1 2014Q1 20141
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Clarfeld Financial Advisors, LLC 110.94%0.94%0.94%Q4 2018Q4 20181
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
TMD Wealth Management, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20221
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
KAYS FINANCIAL ADVISORY CORP /ADV 110.11%0.11%0.11%Q4 2018Q4 20181
Athanor Capital, LP 110.13%0.13%0.13%Q1 2020Q1 20201
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Gilbert & Cook, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
BEDEL FINANCIAL CONSULTING INC 110.27%0.27%0.27%Q3 2023Q3 20231
Lokken Investment Group LLC 110.21%0.21%0.21%Q1 2023Q1 20231
Peregrine Asset Advisers, Inc. 111.55%1.55%1.55%Q3 2023Q3 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.57%0.57%0.57%Q2 2023Q2 20231
IFS Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EQUITABLE TRUST CO 110.02%0.02%0.02%Q3 2018Q3 20181
Perkins Coie Trust Co 110.03%0.03%0.03%Q3 2014Q3 20141
Human Investing LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Financial Advisors, LLC 110.60%0.60%0.60%Q4 2018Q4 20181
Ethos Financial Group, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 113.57%3.57%3.57%Q1 2020Q1 20201
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
CIDEL ASSET MANAGEMENT INC 110.02%0.02%0.02%Q3 2015Q3 20151
ARS Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Apriem Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q4 2020Q4 20201
Invesco Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
Long Wharf Investors, Inc. 110.21%0.21%0.21%Q2 2014Q2 20141
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q3 2017Q3 20171
Curi Wealth Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Pantheon Investment Group, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
First Personal Financial Services 110.00%0.00%0.00%Q3 2016Q3 20161
ACT Advisors, LLC. 110.17%0.17%0.17%Q3 2023Q3 20231
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2020Q4 20201
SFG Wealth Management, LLC. 110.45%0.45%0.45%Q3 2022Q3 20221
FormulaFolio Investments, LLC 110.45%0.45%0.45%Q4 2020Q4 20201
WEXFORD CAPITAL LP 110.54%0.54%0.54%Q4 2016Q4 20161
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions LLC 110.31%0.31%0.31%Q1 2023Q1 20231
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2020Q3 20201
3D ASSET MANAGEMENT, INC 110.07%0.07%0.07%Q3 2017Q3 20171
Austin Wealth Management, LLC 110.61%0.61%0.61%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Worth Asset Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Lombard Odier Transatlantic Ltd 111.28%1.28%1.28%Q3 2016Q3 20161
Western Asset Management Company, LLC 110.08%0.08%0.08%Q3 2015Q3 20151
Bouchey Financial Group Ltd 113.58%3.58%3.58%Q1 2020Q1 20201
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Founders Capital Management 110.01%0.01%0.01%Q2 2022Q2 20221
Glassman Wealth Services 110.00%0.00%0.00%Q2 2023Q2 20231
Coyle Financial Counsel LLC 110.26%0.26%0.26%Q4 2014Q4 20141
HMS Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.19%0.19%0.19%Q4 2019Q4 20191
Mirae Asset Global Investments Co., Ltd. 110.01%0.01%0.01%Q3 2015Q3 20151
ANCORA FAMILY WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q3 2015Q3 20151
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BREITER CAPITAL MANAGEMENT INC 110.29%0.29%0.29%Q1 2020Q1 20201
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MARINO, STRAM & ASSOCIATES LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Aevitas Wealth Management, Inc. 110.47%0.47%0.47%Q4 2022Q4 20221
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
OneAscent Financial Services LLC 116.06%6.06%6.06%Q3 2019Q3 20191
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Karn, Couzens & Associates, Inc. 116.13%6.13%6.13%Q1 2022Q1 20221
Guardian Wealth Advisors, LLC 110.30%0.30%0.30%Q1 2021Q1 20211
MATTERN CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
DRIVE WEALTH MANAGEMENT, LLC 110.91%0.91%0.91%Q3 2023Q3 20231
CHOREO, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q2 2018Q2 20181
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q2 2015Q2 20151
COWEN INC. 110.47%0.47%0.47%Q4 2018Q4 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.06%0.06%0.06%Q4 2021Q4 20211
Chemistry Wealth Management LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Trust Co 110.00%0.00%0.00%Q3 2016Q3 20161
MACRO Consulting Group 110.41%0.41%0.41%Q2 2019Q2 20191
Laird Norton Wetherby Wealth Management, LLC 110.10%0.10%0.10%Q2 2014Q2 20141
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q1 20141
SEAVIEW INVESTMENT MANAGERS LLC 110.07%0.07%0.07%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Sky Asset Management, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
CONDOR CAPITAL MANAGEMENT 110.04%0.04%0.04%Q4 2018Q4 20181
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
First Allied Asset Management, Inc. 110.11%0.11%0.11%Q3 2014Q3 20141
Amplius Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CITY HOLDING CO 110.00%0.00%0.00%Q2 2021Q2 20211
Addison Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
ACADEMY CAPITAL MANAGEMENT INC/TX 110.12%0.12%0.12%Q1 2018Q1 20181
Wellington Shields & Co., LLC 117.46%7.46%7.46%Q3 2019Q3 20191
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.79%0.79%0.79%Q4 2021Q4 20211
Ascension Asset Management LLC 111.57%1.57%1.57%Q4 2020Q4 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Manifold Partners, LLC 110.08%0.08%0.08%Q3 2013Q3 20131
Biltmore Capital Advisors LLC 111.85%1.85%1.85%Q4 2018Q4 20181
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 110.06%0.06%0.06%Q3 2018Q3 20181
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2020Q1 20201
Hedges Asset Management LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.31%0.31%0.31%Q1 2023Q1 20231
MOTCO 110.00%0.00%0.00%Q2 2023Q2 20231
Freestone Capital Holdings, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
CHIRON CAPITAL MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
JRM Investment Counsel, LLC 112.80%2.80%2.80%Q4 2019Q4 20191
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
SEARCY FINANCIAL SERVICES INC /ADV 1120.47%20.47%20.47%Q4 2018Q4 20181
Jolley Asset Management, LLC 110.19%0.19%0.19%Q1 2018Q1 20181
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Arden Trust Co 110.07%0.07%0.07%Q4 2023Q4 20231
Symmetry Partners, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
STOCK YARDS BANK & TRUST CO 110.06%0.06%0.06%Q4 2015Q4 20151
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Fairhaven Wealth Management, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Cascadia Advisory Services, LLC 110.19%0.19%0.19%Q3 2020Q3 20201
GUARDIAN WEALTH ADVISORS, LLC / NC 111.24%1.24%1.24%Q4 2021Q4 20211
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Madrona Financial Services, LLC 110.24%0.24%0.24%Q3 2018Q3 20181
Rikoon Group, LLC 110.23%0.23%0.23%Q3 2016Q3 20161
Obsidian Personal Planning Solutions LLC 110.26%0.26%0.26%Q3 2023Q3 20231
HWG Holdings LP 110.00%0.00%0.00%Q2 2018Q2 20181
PLANNING ALTERNATIVES LTD /ADV 110.36%0.36%0.36%Q3 2013Q3 20131
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.20%0.20%0.20%Q1 2023Q1 20231
Mattern Wealth Management LLC 110.20%0.20%0.20%Q1 2021Q1 20211
New World Advisors LLC 112.00%2.00%2.00%Q2 2021Q2 20211
Grove Bank & Trust 110.02%0.02%0.02%Q4 2015Q4 20151
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q3 2020Q3 20201
ASPIRIANT, LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Syverson Strege & Co 110.01%0.01%0.01%Q1 2022Q1 20221
Miramar Capital, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Quent Capital, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Smith & Howard Wealth Management, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Lane Generational LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Oder Investment Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
PENN MUTUAL LIFE INSURANCE CO 1120.72%20.72%20.72%Q3 2017Q3 20171
Perennial Investment Advisors, LLC 110.70%0.70%0.70%Q1 2023Q1 20231
Independent Advisor Alliance 110.10%0.10%0.10%Q4 2019Q4 20191
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Crewe Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
First Command Bank 110.01%0.01%0.01%Q2 2017Q2 20171
KNIGHT CAPITAL GROUP LLC 110.05%0.05%0.05%Q2 2013Q2 20131
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Retirement Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
tru Independence LLC 110.85%0.85%0.85%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Sharkey, Howes & Javer 110.15%0.15%0.15%Q1 2015Q1 20151
TCG Advisors, LP 110.01%0.01%0.01%Q2 2019Q2 20191
Richard P Slaughter Associates Inc 110.16%0.16%0.16%Q4 2023Q4 20231
TSFG, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ROBERTSON STEPHENS ADVISORS LLC 1113.81%13.81%13.81%Q1 2017Q1 20171
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
EFG Asset Management (Americas) Corp. 110.04%0.04%0.04%Q4 2013Q4 20131
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
C M BIDWELL & ASSOCIATES LTD 110.12%0.12%0.12%Q4 2017Q4 20171
Bank OZK 110.11%0.11%0.11%Q4 2020Q4 20201
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2014Q1 20141
MAS Advisors LLC 111.44%1.44%1.44%Q3 2023Q3 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Smart Money Group LLC 110.51%0.51%0.51%Q1 2020Q1 20201
Arkfeld Wealth Strategies, L.L.C. 114.85%4.85%4.85%Q4 2019Q4 20191
NICOLET ADVISORY SERVICES, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
HARTLINE INVESTMENT CORP/ 113.44%3.44%3.44%Q3 2022Q3 20221
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Headlands Technologies LLC 110.31%0.31%0.31%Q4 2022Q4 20221
Warberg Asset Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
FIDUCIENT ADVISORS LLC 110.85%0.85%0.85%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
CAPITAL ADVISORS INC/OK 110.02%0.02%0.02%Q2 2023Q2 20231
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
J. W. Coons Advisors, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RiverGlades Family Offices LLC 110.78%0.78%0.78%Q4 2018Q4 20181
Blueprint Investment Partners LLC 110.52%0.52%0.52%Q3 2022Q3 20221
Wealth Alliance Advisory Group, LLC 110.13%0.13%0.13%Q3 2018Q3 20181
Legacy Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EMORY UNIVERSITY 1140.92%40.92%40.92%Q3 2020Q3 20201
Permit Capital Advisors, LLC 113.58%3.58%3.58%Q1 2022Q1 20221
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q4 2019Q4 20191
Firsthand Capital Management, Inc. 114.79%4.79%4.79%Q1 2016Q1 20161
Crosspoint Capital Strategies, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Lombard Odier & Cie (Canada), Limited Partnership 115.96%5.96%5.96%Q3 2016Q3 20161
EWG Elevate Inc. 119.60%9.60%9.60%Q4 2022Q4 20221
SNS Financial Group, LLC 110.07%0.07%0.07%Q1 2013Q1 20131
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SHAYNE & JACOBS, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
BRIDGES INVESTMENT MANAGEMENT INC 110.12%0.12%0.12%Q3 2018Q3 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
KICKSTAND VENTURES, LLC. 110.10%0.10%0.10%Q3 2023Q3 20231
ORSER CAPITAL MANAGEMENT, LLC 113.18%3.18%3.18%Q1 2022Q1 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
BURNEY CO/ 110.05%0.05%0.05%Q2 2020Q2 20201
Urban Wealth Management, LLC 110.62%0.62%0.62%Q2 2022Q2 20221
Columbus Macro, LLC 112.57%2.57%2.57%Q4 2017Q4 20171
Pinnacle Family Advisors, LLC 114.32%4.32%4.32%Q3 2022Q3 20221
Bell Bank 110.16%0.16%0.16%Q2 2013Q2 20131
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Fragasso Group Inc. 110.03%0.03%0.03%Q3 2020Q3 20201
Ceros Financial Services Inc. 110.70%0.70%0.70%Q1 2019Q1 20191
Jane Street Holding, LLC 110.20%0.20%0.20%Q3 2013Q3 20131
Questar Asset Management, Inc. 110.67%0.67%0.67%Q4 2018Q4 20181
MIDDLETON & CO INC/MA 110.04%0.04%0.04%Q3 2022Q3 20221
Redwood Investment Management, LLC 114.21%4.21%4.21%Q1 2018Q1 20181
FourThought Financial, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.41%0.41%0.41%Q4 2020Q4 20201
External links

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