PROSHARES TR shareholder history

Current and past PROSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.00%0.01%Q2 2014Q2 202499
Cutler Group LLC / CA 1470.00%0.00%0.03%Q4 2015Q1 202468
UBS Group AG 39390.00%0.04%0.08%Q4 2014Q2 202452
LPL Financial LLC 43430.01%0.14%0.32%Q4 2013Q2 202443
BANK OF AMERICA CORP /DE/ 43430.00%0.03%0.06%Q4 2013Q2 202443
WEDBUSH SECURITIES INC 43430.06%0.24%0.39%Q4 2013Q2 202443
ROYAL BANK OF CANADA 43430.00%0.02%0.04%Q4 2013Q2 202443
RAYMOND JAMES & ASSOCIATES 43430.01%0.05%0.10%Q4 2013Q2 202443
MORGAN STANLEY 43430.00%0.08%0.14%Q4 2013Q2 202443
OPPENHEIMER & CO INC 4110.01%0.12%0.22%Q4 2013Q2 202442
CITIGROUP INC 42420.00%0.00%0.01%Q1 2014Q2 202442
TOTH FINANCIAL ADVISORY CORP 42420.10%1.50%2.51%Q1 2014Q2 202442
Cetera Advisor Networks LLC 41410.07%0.16%0.29%Q4 2013Q4 202341
WELLS FARGO & COMPANY/MN 41410.00%0.03%0.05%Q2 2014Q2 202441
Essex Financial Services, Inc. 22180.08%0.93%1.77%Q2 2014Q2 202440
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q3 2014Q2 202440
GLENMEDE TRUST CO NA 1920.00%0.00%0.00%Q4 2013Q1 202440
D.A. DAVIDSON & CO. 40400.00%0.07%0.14%Q3 2014Q2 202440
Janney Montgomery Scott LLC 2290.00%0.10%0.19%Q1 2014Q2 202440
Private Advisor Group, LLC 39390.02%0.09%0.14%Q4 2014Q2 202439
Sigma Planning Corp 39390.09%0.21%0.51%Q4 2014Q2 202439
Summit Financial Wealth Advisors, LLC 39390.11%6.23%9.54%Q4 2014Q2 202439
AMERIPRISE FINANCIAL INC 3810.00%0.02%0.05%Q1 2014Q2 202439
Atlas Brown,Inc. 38380.08%0.86%1.34%Q1 2015Q2 202438
Citadel Advisors 1110.00%0.00%0.00%Q3 2015Q2 202438
HighTower Advisors, LLC 38380.02%0.10%0.26%Q1 2015Q2 202438
HT Partners LLC 38380.14%0.37%2.69%Q1 2015Q2 202438
First Personal Financial Services 38380.60%2.32%3.28%Q1 2015Q2 202438
ENVESTNET ASSET MANAGEMENT INC 37370.01%0.02%0.03%Q2 2015Q2 202437
Moors & Cabot, Inc. 21160.04%0.11%0.15%Q2 2014Q2 202437
Cambridge Investment Research Advisors, Inc. 3610.04%0.17%0.29%Q3 2014Q2 202437
Baird Financial Group, Inc. 37370.00%0.06%0.08%Q2 2015Q2 202437
Raymond James Financial Services Advisors, Inc. 3610.02%0.22%0.32%Q1 2015Q2 202437
STIFEL FINANCIAL CORP 37370.00%0.03%0.04%Q2 2015Q2 202437
Koshinski Asset Management, Inc. 1920.15%0.87%2.33%Q4 2014Q2 202437
Creative Planning 2710.00%0.01%0.01%Q2 2014Q2 202436
MACROVIEW INVESTMENT MANAGEMENT LLC 36360.17%6.26%13.28%Q3 2015Q2 202436
GOLDMAN SACHS GROUP INC 23130.00%0.00%0.01%Q4 2013Q2 202436
BANK OF MONTREAL /CAN/ 3220.00%0.00%0.00%Q1 2015Q2 202436
VALLEY NATIONAL ADVISERS INC 36360.00%0.22%1.12%Q3 2015Q2 202436
CHOREO, LLC 2960.02%0.08%0.19%Q1 2015Q2 202435
Advisory Services Network, LLC 3050.00%0.05%0.14%Q3 2015Q2 202435
Silver Lake Advisory, LLC 3230.36%0.89%1.32%Q1 2015Q2 202435
BLAIR WILLIAM & CO/IL 2690.00%0.01%0.02%Q4 2014Q2 202435
FAS Wealth Partners, Inc. 35350.06%0.43%0.80%Q4 2015Q2 202435
JPMORGAN CHASE & CO 3410.00%0.00%0.01%Q1 2015Q2 202435
SMITH, MOORE & CO. 35350.10%1.13%1.81%Q4 2015Q2 202435
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3130.01%0.02%0.03%Q4 2015Q2 202434
Geneos Wealth Management Inc. 34340.01%0.03%0.08%Q1 2016Q2 202434
Stratos Wealth Partners, LTD. 34340.04%0.10%0.17%Q1 2016Q2 202434
Avior Wealth Management, LLC 34340.00%0.04%0.29%Q1 2016Q2 202434
DAVENPORT & Co LLC 34340.01%0.01%0.03%Q1 2016Q2 202434
IFP Advisors, Inc 20140.02%0.09%0.43%Q4 2015Q2 202434
Freedom Investment Management, Inc. 33330.02%0.04%0.14%Q2 2016Q2 202433
Garrison Asset Management, LLC 33330.12%0.18%0.26%Q2 2016Q2 202433
Estate Counselors, LLC 33330.11%1.68%3.78%Q2 2016Q2 202433
First Horizon Advisors, Inc. 2490.00%0.16%0.35%Q1 2016Q2 202433
Jackson, Grant Investment Advisers, Inc. 33330.12%0.59%1.12%Q2 2016Q2 202433
US BANCORP \DE\ 33330.00%0.01%0.01%Q2 2016Q2 202433
Darwin Wealth Management, LLC 33330.23%0.83%2.25%Q2 2016Q2 202433
Cetera Advisors LLC 32320.02%0.13%0.32%Q1 2016Q4 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.02%0.10%0.32%Q3 2016Q2 202432
West Oak Capital, LLC 2660.04%0.05%0.07%Q2 2016Q2 202432
West Coast Financial LLC 32320.03%0.11%0.30%Q3 2016Q2 202432
NewEdge Advisors, LLC 32320.03%0.06%0.13%Q3 2016Q2 202432
Steward Partners Investment Advisory, LLC 31310.01%0.05%0.08%Q4 2016Q2 202431
Migdal Insurance & Financial Holdings Ltd. 31310.00%0.04%0.12%Q4 2016Q2 202431
Legacy Private Trust Co. 31310.13%0.66%1.11%Q4 2016Q2 202431
IHT Wealth Management, LLC 31310.00%0.30%0.50%Q4 2016Q2 202431
Pacific Wealth Strategies Group, Inc. 31311.07%5.02%10.82%Q4 2016Q2 202431
Paragon Capital Management Ltd 2320.39%6.05%14.74%Q2 2016Q2 202430
Reynders McVeigh Capital Management, LLC 30300.02%0.05%0.09%Q1 2016Q2 202330
SMITH SHELLNUT WILSON LLC /ADV 2460.25%4.71%7.10%Q4 2016Q2 202430
Kingsview Wealth Management, LLC 30300.01%0.08%0.27%Q1 2017Q2 202430
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 29290.12%0.16%0.21%Q1 2017Q1 202429
Capital Advisors, Ltd. LLC 29290.02%0.05%0.07%Q2 2017Q2 202429
AE Wealth Management LLC 2270.01%0.05%0.26%Q1 2017Q2 202429
B. Riley Wealth Advisors, Inc. 2710.00%0.05%0.08%Q4 2014Q2 202429
Gradient Investments LLC 2610.00%0.00%0.00%Q2 2016Q1 202429
MML INVESTORS SERVICES, LLC 29290.03%0.08%0.13%Q2 2017Q2 202429
Curi RMB Capital, LLC 29290.06%0.17%0.24%Q2 2017Q2 202429
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.00%0.14%0.46%Q2 2017Q2 202429
NEXT Financial Group, Inc 29290.01%0.15%0.44%Q4 2014Q4 202129
QUEST INVESTMENT MANAGEMENT LLC 29290.18%1.36%3.04%Q2 2017Q2 202429
M&T BANK CORP 1840.00%0.00%0.02%Q2 2015Q4 202229
StrategIQ Financial Group, LLC 29290.11%0.22%0.35%Q4 2016Q4 202329
Glen Eagle Advisors, LLC 29290.02%1.36%4.21%Q2 2017Q2 202429
Jacobi Capital Management LLC 29290.13%0.65%0.82%Q2 2017Q2 202429
CIBC WORLD MARKET INC. 1830.00%0.05%0.64%Q2 2015Q2 202429
LINCOLN CAPITAL CORP 29290.48%1.14%2.56%Q4 2016Q4 202329
CWM, LLC 1620.00%0.01%0.05%Q1 2016Q2 202429
Cetera Investment Advisers 29290.08%0.27%0.62%Q1 2017Q1 202429
Ausdal Financial Partners, Inc. 2810.00%0.33%0.48%Q4 2015Q2 202429
Allworth Financial LP 28280.00%0.01%0.03%Q3 2017Q2 202428
LINCOLN NATIONAL CORP 2170.01%0.03%0.08%Q3 2016Q1 202428
Kovack Advisors, Inc. 2510.06%0.35%0.55%Q3 2016Q2 202428
Capital Investment Advisory Services, LLC 28280.17%0.49%0.84%Q3 2017Q2 202428
Baker Avenue Asset Management, LP 2440.01%0.16%0.48%Q3 2015Q3 202328
SCOTIA CAPITAL INC. 28280.00%0.01%0.01%Q3 2017Q2 202428
Global Retirement Partners, LLC 18100.07%0.14%0.27%Q2 2017Q2 202428
Sumitomo Mitsui Trust Holdings, Inc. 2070.00%0.00%0.01%Q3 2017Q2 202427
FIFTH THIRD BANCORP 27270.00%0.00%0.00%Q4 2017Q2 202427
Cornerstone Wealth Management, LLC 1920.01%0.19%1.12%Q4 2016Q2 202427
SIGNATUREFD, LLC 27270.01%0.02%0.10%Q4 2017Q2 202427
Financial Partners Group, Inc 27270.15%2.89%5.01%Q4 2017Q2 202427
Allied Investment Advisors, LLC 27270.38%0.76%1.07%Q4 2017Q2 202427
Penobscot Investment Management Company, Inc. 27270.05%0.13%0.26%Q2 2014Q4 202027
IFG Advisory, LLC 27272.07%2.83%4.20%Q4 2017Q2 202427
NVWM, LLC 27270.00%0.01%0.02%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.13%0.20%0.27%Q4 2017Q2 202427
Integrated Wealth Concepts LLC 27270.04%0.29%0.89%Q4 2017Q2 202427
WealthShield Partners, LLC 27270.69%1.46%3.40%Q4 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.15%0.21%0.36%Q4 2017Q2 202427
Prospera Financial Services Inc 27270.03%0.13%0.42%Q4 2017Q2 202427
Legacy Financial Strategies, LLC 27270.23%0.38%0.81%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.05%0.11%0.28%Q4 2017Q2 202427
Mutual Advisors, LLC 27270.05%0.09%0.22%Q4 2017Q2 202427
Acorn Wealth Advisors, LLC 27270.28%0.69%1.36%Q4 2017Q2 202427
Ahrens Investment Partners LLC 26260.59%0.90%1.21%Q4 2016Q1 202326
MYCIO WEALTH PARTNERS, LLC 26260.54%2.28%4.11%Q1 2018Q2 202426
Allen Capital Group, LLC 2060.94%3.30%6.26%Q4 2017Q2 202426
Cornell Pochily Investment Advisors, Inc. 1790.06%0.13%0.18%Q4 2017Q2 202426
M&R CAPITAL MANAGEMENT INC 26260.01%0.01%0.02%Q1 2018Q2 202426
EDMOND DE ROTHSCHILD HOLDING S.A. 2060.00%0.03%0.13%Q2 2015Q3 202326
HUNTINGTON NATIONAL BANK 26260.00%0.00%0.01%Q1 2018Q2 202426
First Allied Advisory Services, Inc. 26260.01%0.09%0.19%Q2 2014Q3 202026
Cutter & CO Brokerage, Inc. 14120.06%0.10%0.14%Q4 2017Q2 202426
HENGEHOLD CAPITAL MANAGEMENT LLC 2410.05%0.13%0.19%Q1 2016Q2 202425
KEATING INVESTMENT COUNSELORS INC 25250.17%0.59%0.89%Q2 2018Q2 202425
Tower Research Capital LLC (TRC) 610.00%0.07%0.23%Q3 2015Q2 202425
Snowden Capital Advisors LLC 25250.03%0.06%0.07%Q2 2018Q2 202425
INTERACTIVE FINANCIAL ADVISORS, INC. 14110.01%0.09%0.15%Q3 2016Q4 202225
RAYMOND JAMES TRUST N.A. 24240.02%0.03%0.07%Q3 2018Q2 202424
MUFG Americas Holdings Corp 1680.00%0.00%0.00%Q3 2014Q3 202224
RFG Advisory, LLC 14100.02%0.19%0.57%Q1 2018Q2 202424
United Capital Management of KS, Inc. 24240.11%0.40%0.73%Q3 2018Q2 202424
WealthPLAN Partners, LLC 1410.02%0.08%0.28%Q2 2016Q2 202424
Carroll Financial Associates, Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
Castle Rock Wealth Management, LLC 1530.04%0.40%1.04%Q4 2017Q2 202424
LADENBURG THALMANN FINANCIAL SERVICES INC. 24240.00%0.04%0.09%Q1 2014Q4 201924
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 24240.55%1.65%3.30%Q3 2018Q2 202424
MEITAV INVESTMENT HOUSE LTD 1830.01%0.08%0.46%Q1 2018Q2 202424
MGO ONE SEVEN LLC 1620.02%0.12%0.39%Q4 2017Q2 202424
COMERICA BANK 2040.00%0.02%0.06%Q3 2017Q2 202424
FLAGSHIP HARBOR ADVISORS, LLC 24240.01%0.19%0.30%Q2 2018Q1 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.02%0.09%Q3 2018Q2 202424
Bank of New York Mellon Corp 1680.00%0.00%0.00%Q3 2016Q2 202424
Wealthcare Advisory Partners LLC 1110.02%0.07%0.15%Q3 2017Q2 202424
AVANTAX ADVISORY SERVICES, INC. 23230.21%0.35%1.21%Q4 2018Q2 202423
ROMAN BUTLER FULLERTON & CO 23230.83%1.30%1.68%Q4 2018Q2 202423
PRIVATE CAPITAL MANAGEMENT LLC 23230.82%4.67%11.20%Q4 2018Q2 202423
WealthBridge Capital Management, LLC 23230.31%0.52%0.91%Q4 2018Q2 202423
GREAT VALLEY ADVISOR GROUP, INC. 23230.05%0.34%1.38%Q4 2018Q2 202423
FinTrust Capital Advisors, LLC 23230.01%0.03%0.07%Q4 2018Q2 202423
THOROUGHBRED FINANCIAL SERVICES, LLC 23230.46%1.20%1.89%Q4 2018Q2 202423
Kalos Management, Inc. 1910.02%0.63%1.90%Q4 2015Q2 202323
Joel Isaacson & Co., LLC 1620.02%0.03%0.04%Q4 2015Q2 202423
FMR LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
LVW Advisors, LLC 23230.06%0.09%0.14%Q4 2018Q2 202423
Essex Savings Bank 23230.13%0.39%0.52%Q4 2018Q2 202423
Harvest Investment Services, LLC 23231.31%2.13%3.97%Q4 2018Q2 202423
WEALTHSOURCE PARTNERS, LLC 23230.03%0.06%0.12%Q1 2018Q3 202323
Principle Wealth Partners LLC 23230.04%0.10%0.33%Q4 2018Q2 202423
Joseph P. Lucia & Associates, LLC 22221.12%2.54%4.48%Q1 2019Q2 202422
Realta Investment Advisors 22220.17%0.49%0.62%Q1 2019Q2 202422
Brouwer & Janachowski, LLC 22225.00%7.13%10.19%Q2 2016Q3 202122
10-15 ASSOCIATES, INC. 22220.09%0.71%1.26%Q2 2015Q3 202022
TSFG, LLC 22220.07%0.19%0.46%Q1 2019Q2 202422
DAGCO, INC. 2020.15%0.56%2.04%Q4 2018Q2 202422
WEST PACES ADVISORS INC. 22220.22%0.73%1.07%Q1 2019Q2 202422
Cerity Partners LLC 1930.01%0.12%0.55%Q4 2018Q2 202422
Sunbelt Securities, Inc. 2110.01%0.14%0.29%Q4 2016Q2 202422
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1750.29%2.87%10.02%Q4 2018Q2 202422
CENTRAL TRUST Co 21210.00%0.01%0.02%Q2 2019Q2 202421
DFPG INVESTMENTS, LLC 21210.16%0.62%1.24%Q4 2018Q4 202321
J.P. Morgan Private Wealth Advisors LLC 21210.01%0.08%0.38%Q3 2018Q3 202321
Benin Management CORP 21210.09%0.20%0.26%Q2 2019Q2 202421
Sound View Wealth Advisors Group, LLC 21210.23%0.53%1.00%Q2 2019Q2 202421
Ellis Investment Partners, LLC 21210.04%0.38%0.74%Q2 2019Q2 202421
PARK AVENUE SECURITIES LLC 21210.02%0.04%0.08%Q2 2019Q2 202421
JANE STREET GROUP, LLC 410.00%0.01%0.03%Q3 2014Q2 202421
Wealthstar Advisors, LLC 1290.14%0.38%0.60%Q1 2018Q1 202421
Highlander Capital Management, LLC 21210.10%0.42%0.80%Q1 2019Q1 202421
NOMURA ASSET MANAGEMENT CO LTD 1380.00%0.01%0.02%Q3 2017Q4 202221
Winslow, Evans & Crocker, Inc. 21210.01%0.03%0.06%Q4 2015Q4 202021
STEPHENS INC /AR/ 21210.01%0.05%0.11%Q2 2019Q2 202421
DONALDSON CAPITAL MANAGEMENT, LLC 21210.15%0.56%0.73%Q2 2019Q2 202421
TAP Consulting, LLC 2010.32%1.09%2.15%Q1 2019Q2 202421
FIRST MIDWEST BANK TRUST DIVISION 20200.03%0.07%0.10%Q1 2017Q4 202120
Newman Dignan & Sheerar, Inc. 20200.10%1.72%2.36%Q3 2019Q2 202420
Brookstone Capital Management 1460.01%0.32%0.84%Q2 2019Q2 202420
Circle Wealth Management, LLC 20200.01%0.05%0.06%Q3 2019Q2 202420
Truvestments Capital LLC 810.00%0.01%0.04%Q3 2018Q1 202420
Atria Investments, Inc 1310.01%0.04%0.08%Q1 2016Q2 202420
Belpointe Asset Management LLC 1610.02%0.04%0.10%Q3 2017Q3 202320
ATLAS CAPITAL ADVISORS LLC 1550.00%0.05%0.13%Q2 2019Q2 202420
North Star Investment Management Corp. 20200.01%0.01%0.01%Q3 2019Q2 202420
Nicholas Hoffman & Company, LLC. 20200.02%0.08%0.20%Q3 2019Q2 202420
Apexium Financial, LP 1910.75%1.52%7.24%Q4 2018Q2 202420
American Portfolios Advisors 20200.30%0.39%0.55%Q4 2017Q3 202220
Graves Light Lenhart Wealth, Inc. 1640.03%0.04%0.05%Q1 2019Q2 202420
Dynamic Advisor Solutions LLC 1640.05%0.12%0.26%Q1 2019Q2 202420
CAPTRUST FINANCIAL ADVISORS 1820.00%0.01%0.02%Q2 2019Q2 202420
Marks Group Wealth Management, Inc 19190.06%0.08%0.09%Q4 2019Q2 202419
Mine & Arao Wealth Creation & Management, LLC. 19190.30%0.34%0.39%Q4 2019Q2 202419
Wagner Wealth Management, LLC 1540.04%1.45%3.49%Q4 2017Q2 202419
Cresset Asset Management, LLC 1610.01%0.42%1.81%Q4 2018Q2 202419
Global Financial Private Client, LLC 19190.03%0.15%2.11%Q4 2019Q2 202419
Beaumont Financial Partners, LLC 19190.03%0.05%0.09%Q1 2018Q3 202219
Newfound Research LLC 19190.00%0.01%0.04%Q4 2015Q2 202019
Benchmark Financial Wealth Advisors, LLC 19190.18%4.62%7.02%Q3 2018Q1 202319
McKinley Carter Wealth Services, Inc. 19190.02%0.14%0.34%Q4 2019Q2 202419
BCS Wealth Management 19191.45%1.78%3.16%Q4 2019Q2 202419
Western Wealth Management, LLC 1180.02%0.09%0.20%Q4 2018Q2 202419
Arkadios Wealth Advisors 19190.00%0.30%0.99%Q4 2019Q2 202419
Rockefeller Capital Management L.P. 19190.01%0.05%0.07%Q4 2019Q2 202419
IAG Wealth Partners, LLC 19190.01%0.01%0.04%Q4 2019Q2 202419
SkyOak Wealth, LLC 19190.18%0.40%1.66%Q4 2019Q2 202419
EFG Asset Management (Americas) Corp. 1610.04%0.35%0.86%Q3 2016Q2 202319
S.A. Mason LLC 19190.17%0.21%0.30%Q4 2019Q2 202419
PRUDENTIAL FINANCIAL INC 1810.00%0.00%0.01%Q1 2019Q2 202419
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 19190.26%0.40%0.54%Q4 2019Q2 202419
SlateStone Wealth, LLC 19190.07%0.13%0.20%Q4 2019Q2 202419
MONTAG A & ASSOCIATES INC 1630.02%0.03%0.06%Q1 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Sugarloaf Wealth Management, LLC 19190.09%0.16%0.52%Q4 2019Q2 202419
Integrated Advisors Network LLC 19190.11%0.34%1.19%Q4 2019Q2 202419
Veracity Capital LLC 19190.06%2.47%6.01%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.08%0.11%0.25%Q4 2019Q2 202419
TimeScale Financial, Inc. 19190.02%0.07%0.31%Q4 2018Q2 202319
Gladstone Institutional Advisory LLC 1450.07%0.12%0.24%Q4 2018Q2 202419
Loudon Investment Management, LLC 19190.18%0.28%0.33%Q4 2019Q2 202419
Total Clarity Wealth Management, Inc. 19190.38%1.46%4.75%Q4 2019Q2 202419
Raub Brock Capital Management LP 19190.05%0.19%0.28%Q2 2019Q4 202319
Detalus Advisors, LLC 19190.11%0.26%0.69%Q4 2019Q2 202419
Raab & Moskowitz Asset Management LLC 19190.01%0.14%0.24%Q4 2019Q2 202419
Equitable Holdings, Inc. 19190.12%0.21%0.50%Q4 2019Q2 202419
Element Wealth, LLC 19190.48%0.53%0.60%Q4 2019Q2 202419
Clearstead Advisors, LLC 18180.00%0.01%0.07%Q1 2020Q2 202418
TRUIST FINANCIAL CORP 18180.03%0.04%0.05%Q4 2019Q1 202418
Capital Asset Advisory Services LLC 18180.04%0.07%0.12%Q1 2020Q2 202418
Strategic Wealth Investment Group, LLC 1711.36%6.67%12.70%Q4 2019Q2 202418
HHM Wealth Advisors, LLC 18180.00%0.00%0.01%Q1 2020Q2 202418
BB&T SECURITIES, LLC 18180.01%0.05%0.14%Q2 2015Q3 201918
OSAIC HOLDINGS, INC. 18180.12%0.14%0.17%Q1 2020Q2 202418
HANTZ FINANCIAL SERVICES, INC. 18180.42%6.31%10.35%Q1 2020Q2 202418
Smart Money Group LLC 1530.09%0.32%1.08%Q4 2019Q2 202418
Stonebridge Capital Advisors LLC 1120.01%0.01%0.06%Q2 2017Q3 202318
ROCKLAND TRUST CO 18180.02%0.05%0.37%Q1 2020Q2 202418
Private Capital Group, LLC 18180.01%0.01%0.02%Q4 2017Q1 202218
Wealthspire Advisors, LLC 1510.01%0.53%1.15%Q4 2018Q2 202418
KFA Private Wealth Group, LLC 1620.16%0.25%0.52%Q4 2019Q2 202418
Pinnacle Bancorp, Inc. 18180.45%0.58%0.79%Q1 2020Q2 202418
Parallel Advisors, LLC 18180.00%0.01%0.02%Q1 2020Q2 202418
Petix & Botte Co 1260.17%0.50%0.61%Q4 2019Q2 202418
J. W. Coons Advisors, LLC 18180.26%0.72%1.02%Q1 2020Q2 202418
Keeler Thomas Management LLC 18180.20%1.63%3.16%Q1 2019Q2 202318
Weaver Consulting Group 1170.02%0.10%0.14%Q1 2019Q2 202418
Continuum Advisory, LLC 18180.24%0.50%0.82%Q1 2020Q2 202418
Focus Financial Network, Inc. 820.05%0.09%0.12%Q1 2019Q2 202417
Bedel Financial Consulting, Inc. 17170.01%0.03%0.04%Q1 2018Q1 202217
ARTHUR M. COHEN & ASSOCIATES, LLC 17170.08%0.16%0.31%Q2 2020Q2 202417
J.W. COLE ADVISORS, INC. 1110.14%0.38%0.50%Q4 2019Q2 202417
Prism Advisors, Inc. 17174.46%7.00%8.76%Q2 2020Q2 202417
Eudaimonia Partners, LLC 980.06%0.24%0.42%Q4 2019Q1 202417
COZAD ASSET MANAGEMENT INC 17170.13%0.37%0.62%Q2 2020Q2 202417
Platform Technology Partners 1110.34%0.40%0.49%Q4 2019Q2 202417
Carmichael Hill & Associates, Inc. 17170.03%0.04%0.14%Q2 2020Q2 202417
Hilltop Holdings Inc. 17170.02%0.04%0.05%Q2 2020Q2 202417
Private Ocean, LLC 1610.01%0.01%0.01%Q3 2018Q2 202417
BRANDYWINE OAK PRIVATE WEALTH LLC 17170.03%0.03%0.04%Q2 2020Q2 202417
V Wealth Advisors LLC 1160.07%0.22%0.58%Q1 2019Q2 202317
Retirement Group, LLC 1610.01%0.16%0.48%Q4 2019Q1 202417
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.00%0.02%Q1 2018Q2 202417
Clear Creek Financial Management, LLC 1310.05%0.07%0.13%Q4 2019Q2 202417
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.07%0.11%0.14%Q3 2020Q2 202416
Regal Investment Advisors LLC 970.01%0.03%0.05%Q1 2014Q2 202416
Orion Portfolio Solutions, LLC 1330.00%0.02%0.04%Q4 2019Q2 202416
Tortoise Investment Management, LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
Savior LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
Qube Research & Technologies Ltd 920.00%0.03%0.11%Q4 2019Q2 202416
Clarus Wealth Advisors 970.12%0.17%0.27%Q2 2018Q2 202316
Alpha Cubed Investments, LLC 1150.01%0.06%0.21%Q4 2018Q2 202416
McCollum Christoferson Group LLC 1240.06%0.08%0.10%Q4 2017Q2 202416
Oakworth Capital, Inc. 16160.00%0.00%0.01%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.04%0.08%0.10%Q3 2020Q2 202416
Baystate Wealth Management LLC 16160.05%0.11%0.20%Q1 2020Q4 202316
Commonwealth Equity Services, Inc 16160.01%0.05%0.10%Q4 2013Q3 201716
QUADRANT CAPITAL GROUP LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
Sound Financial Strategies Group, LLC 1510.35%1.42%12.24%Q4 2019Q2 202416
GPS Wealth Strategies Group, LLC 16160.18%0.23%0.35%Q3 2020Q2 202416
EXANE DERIVATIVES 1410.27%0.77%1.56%Q4 2016Q3 202015
Advisor Group, Inc. 15150.08%0.12%0.18%Q2 2016Q4 201915
DHJJ Financial Advisors, Ltd. 15150.83%1.02%1.13%Q4 2020Q2 202415
Lindbrook Capital, LLC 1320.00%0.04%0.32%Q4 2018Q2 202415
TCI Wealth Advisors, Inc. 1410.01%0.04%0.08%Q2 2016Q1 202315
Johnson Financial Group, Inc. 1410.00%0.00%0.00%Q2 2020Q2 202415
Partnervest Advisory Services LLC 15150.10%0.11%0.18%Q1 2017Q3 202015
Navis Wealth Advisors, LLC 15151.05%1.70%2.33%Q4 2020Q2 202415
STRATEGY ASSET MANAGERS LLC 810.05%0.06%0.07%Q4 2019Q2 202415
Aptus Capital Advisors, LLC 15150.02%0.03%0.05%Q4 2020Q2 202415
Alta Wealth Advisors LLC 15150.32%0.45%0.65%Q4 2020Q2 202415
DEUTSCHE BANK AG\ 710.00%0.00%0.00%Q1 2018Q2 202415
Venture Visionary Partners LLC 15150.20%0.26%0.31%Q4 2020Q2 202415
SVB WEALTH LLC 1230.00%0.00%0.01%Q2 2019Q2 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.02%0.07%0.12%Q4 2020Q2 202415
IFC Holdings Incorporated/FL 15150.03%0.07%0.10%Q2 2014Q4 201715
Echo Wealth Management, LLC 15150.26%0.38%0.52%Q4 2020Q2 202415
Mirae Asset Global Investments Co., Ltd. 1320.01%0.01%0.03%Q1 2020Q2 202415
First Heartland Consultants, Inc. 15150.04%0.13%0.21%Q4 2020Q2 202415
Bell Bank 1320.04%0.06%0.12%Q3 2019Q3 202315
Curran Financial Partners, LLC 15150.48%1.45%1.97%Q4 2020Q2 202415
Archer Investment Corp 1230.11%0.53%0.75%Q3 2020Q2 202415
BDO Wealth Advisors, LLC 660.00%0.02%0.10%Q1 2019Q4 202215
HOWARD WEALTH MANAGEMENT, LLC 1410.15%0.21%0.35%Q4 2019Q1 202415
SYNOVUS FINANCIAL CORP 1310.00%0.02%0.06%Q1 2020Q2 202415
Oxinas Partners Wealth Management LLC 15150.56%1.70%2.54%Q4 2020Q2 202415
PIN OAK INVESTMENT ADVISORS INC 15150.01%0.01%0.01%Q4 2020Q2 202415
MAI Capital Management 15150.01%0.01%0.04%Q4 2020Q2 202415
EVERGREEN CAPITAL MANAGEMENT LLC 15150.01%0.02%0.02%Q4 2020Q2 202415
Tradition Wealth Management, LLC 15150.01%0.55%0.74%Q4 2020Q2 202415
ForthRight Wealth Management, LLC 151511.97%15.27%17.81%Q4 2020Q2 202415
US FINANCIAL ADVISORS, LLC 15150.06%0.12%0.16%Q4 2020Q2 202415
Insight Advisors, LLC/ PA 15150.33%1.01%1.58%Q4 2020Q2 202415
Latitude Advisors, LLC 15150.22%0.32%0.52%Q4 2020Q2 202415
Sanchez Wealth Management Group 15152.91%3.68%4.04%Q4 2020Q2 202415
Main Street Financial Solutions, LLC 15150.07%0.12%0.19%Q4 2020Q2 202415
WOLFF WIESE MAGANA LLC 15150.01%0.02%0.03%Q4 2020Q2 202415
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.02%0.09%Q2 2019Q4 202215
WNY Asset Management, LLC 15150.21%0.43%0.78%Q4 2020Q2 202415
B. Riley Wealth Management, Inc. 1320.00%0.04%0.12%Q1 2015Q2 202215
Foresight Wealth Management, LLC 870.00%0.11%0.25%Q4 2018Q3 202215
PFG Advisors 14140.03%0.07%0.11%Q1 2021Q2 202414
AAFMAA Wealth Management & Trust LLC 14140.53%1.55%3.86%Q1 2021Q2 202414
Magnus Financial Group LLC 860.02%0.10%0.25%Q4 2018Q2 202414
OLD NATIONAL BANCORP /IN/ 950.01%0.04%0.11%Q2 2017Q2 202414
BOENNING & SCATTERGOOD, INC. 14140.06%0.07%0.09%Q3 2019Q4 202214
Asset Dedication, LLC 1210.00%0.01%0.09%Q1 2016Q2 202414
Crew Capital Management, Ltd. 14140.32%1.49%2.21%Q1 2021Q2 202414
Vontobel Holding Ltd. 14140.00%0.01%0.02%Q4 2020Q1 202414
ASSET MANAGEMENT CORP /IL/ /ADV 14140.20%0.27%0.36%Q4 2019Q1 202314
HL FINANCIAL SERVICES LLC 950.01%0.01%0.02%Q3 2015Q1 201914
Nikulski Financial, Inc. 14140.19%0.45%0.54%Q1 2021Q2 202414
BROWN BROTHERS HARRIMAN & CO 1220.00%0.00%0.00%Q1 2015Q2 202414
Financial & Tax Architects, LLC 14141.44%2.50%3.99%Q1 2021Q2 202414
Spire Wealth Management 14140.01%0.22%0.29%Q1 2021Q2 202414
Tempus Wealth Planning, LLC 14140.16%0.22%0.31%Q1 2021Q2 202414
Renasant Bank 14140.30%0.89%1.48%Q4 2020Q1 202414
Cribstone Capital Management, LLC 14140.02%0.02%0.03%Q2 2016Q3 201914
TRUST CO OF VERMONT 910.00%0.00%0.00%Q1 2020Q2 202414
Concord Wealth Partners 770.00%0.37%1.21%Q4 2020Q2 202414
Oxbow Advisors, LLC 1220.03%0.08%0.12%Q1 2014Q2 202414
AFT, FORSYTH & COMPANY, INC. 14140.12%0.23%0.33%Q1 2021Q2 202414
TRANSCEND CAPITAL ADVISORS, LLC 1220.20%0.51%0.63%Q4 2020Q2 202414
Addison Advisors LLC 1310.00%0.01%0.01%Q4 2020Q2 202414
ADVISORY RESEARCH INC 1130.01%0.04%0.10%Q2 2017Q2 202414
IAM Advisory, LLC 12216.29%31.88%42.45%Q4 2020Q2 202414
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 14141.72%2.84%3.88%Q3 2019Q4 202214
Compagnie Lombard Odier SCmA 1310.00%0.01%0.02%Q1 2017Q2 202314
Moloney Securities Asset Management, LLC 1310.04%0.14%0.21%Q4 2019Q2 202414
MSI Financial Services Inc 13130.02%0.05%0.15%Q4 2013Q4 201613
Bath Savings Trust Co 13130.04%0.04%0.05%Q2 2021Q2 202413
MONEY CONCEPTS CAPITAL CORP 1120.08%0.83%1.82%Q4 2020Q2 202413
MCF Advisors LLC 1210.00%0.02%0.02%Q1 2017Q3 202313
Banco de Sabadell, S.A 13130.94%1.55%2.08%Q2 2021Q2 202413
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.05%0.06%0.07%Q2 2018Q2 202413
Inscription Capital, LLC 1120.06%0.18%0.34%Q2 2020Q2 202413
TOMPKINS FINANCIAL CORP 1030.00%0.00%0.00%Q2 2018Q2 202413
Secure Asset Management, LLC 1120.05%0.27%0.66%Q1 2020Q1 202413
Simplicity Solutions, LLC 13130.03%0.05%0.10%Q4 2017Q4 202013
FLOW TRADERS U.S. LLC 410.00%0.07%0.18%Q3 2016Q2 202413
EMFO, LLC 13130.45%0.85%1.01%Q2 2021Q2 202413
Savant Capital, LLC 13130.01%0.02%0.04%Q2 2021Q2 202413
LEVEL FOUR ADVISORY SERVICES, LLC 1120.02%0.04%0.05%Q1 2021Q2 202413
AVIANCE CAPITAL MANAGEMENT, LLC 13130.00%0.40%0.68%Q1 2016Q1 201913
Benedetti & Gucer, Inc. 13130.91%1.62%2.06%Q1 2021Q1 202413
NATIONAL PLANNING CORP 13130.06%0.15%0.30%Q3 2014Q3 201713
Advisory Alpha, LLC 1210.02%0.03%0.08%Q3 2020Q1 202413
HARBOUR INVESTMENTS, INC. 940.01%0.03%0.06%Q1 2021Q2 202413
Concert Wealth Management Inc. 13130.06%0.23%0.44%Q1 2014Q1 201713
Sandy Spring Bank 13130.00%0.01%0.01%Q2 2021Q2 202413
CreativeOne Wealth, LLC 1120.01%0.02%0.05%Q4 2020Q2 202413
Avidian Wealth Enterprises, LLC 760.05%0.49%1.07%Q1 2021Q2 202413
MERCER GLOBAL ADVISORS INC /ADV 1210.00%0.01%0.01%Q3 2020Q2 202413
CFS Investment Advisory Services, LLC 1210.45%1.58%2.50%Q4 2020Q2 202413
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.01%0.03%0.06%Q2 2021Q2 202413
KINGS POINT CAPITAL MANAGEMENT 1210.01%0.02%0.02%Q4 2018Q1 202213
Twin Lakes Capital Management, LLC 850.03%0.04%0.04%Q1 2021Q2 202413
SevenBridge Financial Group, LLC 13130.01%0.02%0.03%Q2 2016Q2 201913
Mariner, LLC 850.00%0.04%0.09%Q1 2016Q2 202413
Bienville Capital Management, LLC 13130.13%0.74%1.23%Q2 2021Q2 202413
CULLEN/FROST BANKERS, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
BOKF, NA 420.00%0.00%0.01%Q3 2019Q2 202413
BCM ADVISORS, LLC 131310.18%12.33%14.30%Q4 2016Q4 201913
Versant Capital Management, Inc 13130.00%0.00%0.02%Q2 2021Q2 202413
MMA ASSET MANAGEMENT LLC 13130.54%0.62%0.76%Q4 2020Q4 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
REILLY FINANCIAL ADVISORS, LLC 1210.00%0.00%0.01%Q3 2016Q4 202113
Gemmer Asset Management LLC 760.00%0.04%0.10%Q4 2020Q2 202413
Mascoma Wealth Management LLC 1210.01%0.02%0.02%Q1 2021Q2 202413
Cherry Creek Investment Advisors, Inc. 13130.23%0.34%0.46%Q2 2021Q2 202413
Financial Gravity Asset Management, Inc. 510.00%0.03%0.11%Q1 2018Q2 202413
PERSONAL CFO SOLUTIONS, LLC 1120.03%0.09%0.40%Q3 2019Q2 202413
Capital Advisors Wealth Management, LLC 12120.13%0.48%0.96%Q3 2021Q2 202412
Independence Bank of Kentucky 930.00%0.01%0.02%Q3 2019Q2 202412
Investors Research Corp 12120.01%0.01%0.01%Q3 2021Q2 202412
Sovereign Financial Group, Inc. 12120.10%0.14%0.17%Q3 2021Q2 202412
TOWNSQUARE CAPITAL LLC 520.01%0.02%0.07%Q2 2019Q4 202312
Ancora Advisors LLC 910.00%0.01%0.01%Q4 2016Q2 202412
PSI Advisors, LLC 12120.00%0.02%0.03%Q3 2021Q2 202412
COMERICA SECURITIES,INC. 12120.02%0.13%0.38%Q4 2020Q3 202312
Independent Wealth Network Inc. 12120.10%0.16%0.21%Q3 2021Q2 202412
CIBC Private Wealth Group LLC 510.00%0.00%0.00%Q4 2017Q2 202412
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Paulson Wealth Management Inc. 12120.20%0.84%1.74%Q4 2017Q3 202012
Patriot Financial Group Insurance Agency, LLC 12120.02%0.02%0.02%Q3 2019Q2 202212
HBK Sorce Advisory LLC 12120.01%0.02%0.02%Q3 2021Q2 202412
Larson Financial Group LLC 12120.00%0.03%0.05%Q3 2021Q2 202412
Centerpoint Advisors, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
AFFINITY WEALTH MANAGEMENT LLC 1020.07%8.28%13.59%Q4 2014Q1 202312
Sterling Investment Advisors, Ltd. 12120.00%0.00%0.00%Q3 2019Q2 202212
OSTERWEIS CAPITAL MANAGEMENT INC 840.01%0.01%0.02%Q4 2020Q2 202412
Apollon Wealth Management, LLC 12120.04%0.19%0.54%Q3 2021Q2 202412
Anchor Investment Management, LLC 12120.00%0.02%0.05%Q2 2021Q1 202412
Neuberger Berman Group LLC 510.00%0.01%0.03%Q2 2016Q2 202412
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.16%0.26%Q4 2018Q3 202112
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 750.01%0.13%1.07%Q1 2018Q1 202112
WASHINGTON TRUST Co 810.00%0.00%0.00%Q2 2018Q2 202412
VERUS CAPITAL PARTNERS, LLC 1020.12%0.23%0.38%Q4 2019Q2 202412
OneDigital Investment Advisors LLC 820.01%0.01%0.02%Q3 2019Q2 202412
Royal Capital Wealth Management, LLC 11112.06%2.70%3.04%Q4 2021Q2 202411
Modera Wealth Management, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Portfolio Strategies, Inc. 920.32%1.63%8.38%Q4 2017Q4 202211
Strategic Blueprint, LLC 1010.00%0.05%0.10%Q2 2021Q2 202411
BKS ADVISORS, LLC 11110.16%1.95%2.41%Q3 2016Q1 201911
Paladin Advisory Group, LLC 11112.91%3.32%3.59%Q4 2021Q2 202411
Kozak & Associates, Inc. 11110.05%0.11%0.16%Q4 2021Q2 202411
AXXCESS WEALTH MANAGEMENT, LLC 11110.02%0.07%0.18%Q4 2021Q2 202411
HB Wealth Management, LLC 11110.01%0.03%0.04%Q4 2021Q2 202411
Harel Insurance Investments & Financial Services Ltd. 650.00%0.01%0.02%Q3 2019Q2 202411
Vestmark Advisory Solutions, Inc. 11110.03%0.07%0.16%Q4 2020Q2 202311
Laidlaw Wealth Management LLC 11110.25%0.33%0.41%Q4 2020Q2 202311
O'ROURKE & COMPANY, Inc 11112.79%2.96%3.16%Q4 2021Q2 202411
McClarren Financial Advisors, Inc. 830.01%0.01%0.02%Q3 2021Q2 202411
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q4 2021Q2 202411
Collaborative Wealth Managment Inc. 910.14%0.20%0.25%Q1 2021Q2 202411
Ameritas Advisory Services, LLC 11110.05%0.13%0.18%Q4 2021Q2 202411
DENVER WEALTH MANAGEMENT, INC. 910.26%0.32%0.41%Q1 2021Q2 202411
Bard Financial Services, Inc. 11110.58%0.63%0.68%Q4 2020Q2 202311
Tradewinds Capital Management, LLC 11110.01%0.01%0.01%Q3 2018Q1 202111
ROWLAND CARMICHAEL ADVISORS INC /ADV 420.07%0.09%0.14%Q1 2016Q2 201911
Greytown Advisors Inc. 11110.09%0.15%0.19%Q3 2021Q1 202411
Autumn Glory Partners, LLC 11110.46%1.28%2.04%Q4 2021Q2 202411
Golden State Wealth Management, LLC 710.04%0.06%0.08%Q1 2019Q1 202211
Good Life Advisors, LLC 11110.03%0.04%0.04%Q3 2021Q1 202411
NewEdge Wealth, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
BUCKINGHAM STRATEGIC PARTNERS, LLC 11110.02%0.06%0.17%Q4 2021Q2 202411
Guardian Wealth Management, Inc. 11110.01%0.01%0.01%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.02%0.07%0.15%Q4 2021Q2 202411
Laurel Wealth Planning LLC 11110.06%0.56%0.85%Q4 2021Q2 202411
Operose Advisors LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Beaird Harris Wealth Management, LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
Key Client Fiduciary Advisors, LLC 11110.15%0.22%0.29%Q4 2021Q2 202411
TD Waterhouse Canada Inc. 11110.14%0.18%0.20%Q4 2021Q2 202411
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11110.01%0.01%0.01%Q4 2019Q2 202211
Sowell Financial Services LLC 710.01%0.09%0.55%Q4 2016Q1 202311
Cross Staff Investments Inc 11110.57%0.66%0.74%Q4 2021Q2 202411
XML Financial, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
LAKE STREET PRIVATE WEALTH, LLC 11110.04%0.06%0.06%Q4 2021Q2 202411
Landmark Wealth Management, LLC 11116.70%13.10%22.52%Q4 2021Q2 202411
BESSEMER GROUP INC 920.00%0.00%0.00%Q3 2021Q2 202411
Melone Private Wealth, LLC 11110.32%0.41%0.49%Q4 2021Q2 202411
Lido Advisors, LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
Meridian Financial, LLC 11110.51%0.55%0.58%Q4 2021Q2 202411
Newbridge Financial Services Group, Inc. 11110.07%0.08%0.12%Q3 2020Q1 202311
HRT FINANCIAL LP 510.00%0.07%0.35%Q4 2019Q3 202311
AMUNDI ASSET MANAGEMENT US, INC. 11110.02%0.07%0.12%Q3 2015Q1 201811
HOWE & RUSLING INC 1010.00%0.00%0.00%Q1 2014Q3 202211
Strengthening Families & Communities, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
SkyView Investment Advisors, LLC 11110.72%1.36%2.52%Q4 2020Q2 202311
Stephens Consulting, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Sound Income Strategies, LLC 610.00%0.00%0.00%Q2 2019Q2 202411
National Wealth Management Group, LLC 11110.42%0.62%0.76%Q4 2021Q2 202411
Helen Stephens Group, LLC 730.08%0.12%0.19%Q4 2021Q2 202410
Cassady Schiller Wealth Management, LLC 640.10%0.12%0.15%Q4 2021Q2 202410
Gryphon Financial Partners LLC 820.00%0.10%0.23%Q4 2017Q2 202410
B & T Capital Management DBA Alpha Capital Management 10100.06%0.07%0.08%Q1 2022Q2 202410
Tyler-Stone Wealth Management 551.16%1.75%2.28%Q4 2021Q2 202410
CUTLER INVESTMENT COUNSEL LLC 10100.27%0.32%0.37%Q1 2022Q2 202410
CALTON & ASSOCIATES, INC. 810.04%0.09%0.18%Q4 2017Q4 202010
Boyce & Associates Wealth Consulting, Inc. 10100.46%0.63%0.76%Q1 2022Q2 202410
SJS Investment Consulting Inc. 820.04%0.08%0.14%Q4 2021Q2 202410
ZEKE CAPITAL ADVISORS, LLC 10100.09%0.18%0.50%Q3 2016Q4 201810
Kellett Wealth Advisors, LLC 730.41%0.94%1.25%Q4 2021Q2 202410
HERITAGE WEALTH MANAGEMENT, LLC 430.08%0.12%0.18%Q1 2021Q2 202410
LVM CAPITAL MANAGEMENT LTD/MI 10100.10%0.11%0.11%Q1 2022Q2 202410
Moisand Fitzgerald Tamayo, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
DELTA ASSET MANAGEMENT LLC/TN 910.00%0.00%0.00%Q4 2019Q4 202210
Citizens National Bank Trust Department 10100.04%0.04%0.06%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.09%0.11%0.12%Q1 2022Q2 202410
First City Capital Management, Inc. 10100.13%0.25%0.29%Q1 2022Q2 202410
YOUSIF CAPITAL MANAGEMENT, LLC 550.00%0.03%0.15%Q4 2021Q2 202410
Parkside Financial Bank & Trust 610.00%0.05%0.11%Q2 2015Q2 202410
Beacon Capital Management, LLC 10100.01%0.02%0.04%Q1 2022Q2 202410
Venturi Wealth Management, LLC 550.05%0.22%0.54%Q4 2016Q2 202410
Federation des caisses Desjardins du Quebec 10100.00%0.01%0.01%Q1 2022Q2 202410
ICICI Prudential Asset Management Co Ltd 10100.21%0.39%0.56%Q1 2022Q2 202410
Pensionmark Financial Group, LLC 10100.10%0.25%0.77%Q1 2022Q2 202410
BlackRock Finance, Inc. 320.00%0.00%0.00%Q4 2015Q1 202210
MARK SHEPTOFF FINANCIAL PLANNING, LLC 10100.00%0.03%0.05%Q1 2022Q2 202410
Renaissance Technologies 910.00%0.00%0.01%Q2 2021Q1 202410
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.01%0.01%0.02%Q1 2016Q2 201810
L.M. KOHN & COMPANY 10100.12%0.17%0.22%Q1 2022Q2 202410
HOWLAND CAPITAL MANAGEMENT LLC 10100.02%0.02%0.03%Q1 2022Q2 202410
PARTNERS CAPITAL INVESTMENT GROUP, LLP 910.01%0.11%0.82%Q1 2020Q2 202410
Valeo Financial Advisors, LLC 310.00%0.01%0.01%Q2 2018Q2 202410
BROWN ADVISORY INC 640.00%0.01%0.04%Q2 2016Q2 202410
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2017Q4 202310
Evercore Wealth Management, LLC 640.01%0.01%0.02%Q4 2020Q2 202310
CoreCap Advisors, LLC 550.02%0.03%0.06%Q4 2021Q2 202410
Comprehensive Financial Consultants Institutional, Inc. 911.08%1.54%2.04%Q4 2021Q2 202410
Pinnacle Holdings, LLC 10100.00%0.07%0.11%Q1 2022Q2 202410
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.01%Q4 2013Q1 201610
FIFTH THIRD SECURITIES, INC. 910.21%0.23%0.25%Q4 2021Q2 202410
CREATIVE FINANCIAL DESIGNS INC /ADV 710.00%0.01%0.06%Q2 2017Q2 202410
Fortitude Advisory Group L.L.C. 10100.26%0.39%0.48%Q4 2021Q1 202410
Intercontinental Wealth Advisors, LLC 10100.05%0.68%1.42%Q1 2021Q2 202310
MONETA GROUP INVESTMENT ADVISORS LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
Gateway Advisory, LLC 910.10%0.22%0.28%Q4 2016Q1 202210
ASSET ADVISORS CORP 10100.01%0.01%0.01%Q1 2016Q2 201810
Private Capital Management, LLC 10100.28%0.42%0.55%Q1 2022Q2 202410
Sequent Asset Management, LLC 10100.46%0.97%1.88%Q1 2022Q2 202410
Guardian Wealth Advisors, LLC 720.17%0.25%0.31%Q4 2021Q2 20249
Tranquility Partners, LLC 990.16%0.27%0.36%Q2 2022Q2 20249
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.01%0.01%Q2 2020Q2 20229
PRIVATE TRUST CO NA 990.05%0.06%0.06%Q2 2022Q2 20249
MONECO Advisors, LLC 990.31%0.57%0.83%Q2 2022Q2 20249
Valmark Advisers, Inc. 630.01%0.01%0.01%Q3 2021Q2 20249
Gunma Bank,Ltd. 410.65%2.31%5.66%Q3 2021Q2 20249
Proquility Private Wealth Partners, LLC 410.08%1.85%5.37%Q4 2020Q2 20249
Financial Sense Advisors, Inc. 990.18%0.44%0.80%Q1 2017Q1 20199
WC Walker & Associates, Inc. 991.06%1.12%1.19%Q4 2020Q4 20229
Key FInancial Inc 990.01%0.03%0.04%Q2 2022Q2 20249
Keystone Financial Group 540.04%0.05%0.06%Q4 2021Q1 20249
ROWLANDMILLER & PARTNERS.ADV 720.02%0.03%0.03%Q4 2021Q2 20249
Astoria Portfolio Advisors LLC. 990.08%0.39%0.64%Q4 2021Q4 20239
Pegasus Partners Ltd. 990.05%0.09%0.14%Q2 2022Q2 20249
LAKE STREET ADVISORS GROUP, LLC 540.03%0.14%0.40%Q3 2021Q2 20249
RMR Wealth Builders 510.01%0.05%0.08%Q4 2019Q4 20229
InterOcean Capital Group, LLC 990.06%0.25%0.33%Q1 2022Q1 20249
Strategic Wealth Partners, Ltd. 810.01%0.07%0.12%Q1 2018Q1 20249
Almanack Investment Partners, LLC. 810.06%0.09%0.17%Q2 2017Q2 20229
BBR PARTNERS, LLC 990.09%0.11%0.12%Q2 2022Q2 20249
Cooper Financial Group 990.09%0.53%0.72%Q2 2022Q2 20249
Ameritas Investment Company, LLC 420.01%0.04%0.05%Q4 2018Q3 20219
Coston, McIsaac & Partners 992.76%3.22%3.55%Q2 2022Q2 20249
Ironwood Investment Counsel, LLC 720.05%0.06%0.06%Q1 2022Q2 20249
CFM WEALTH PARTNERS LLC 310.03%0.04%0.05%Q4 2019Q2 20249
Journey Advisory Group, LLC 990.11%0.15%0.20%Q4 2020Q4 20229
Clearview Wealth Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
Azimuth Capital Investment Management LLC 990.02%0.10%0.22%Q2 2022Q2 20249
Consolidated Planning Corp 990.06%0.08%0.10%Q2 2022Q2 20249
SUNTRUST BANKS INC 990.00%0.00%0.01%Q3 2017Q3 20199
Stonegate Investment Group, LLC 990.01%0.01%0.01%Q2 2022Q2 20249
ASPIRIANT, LLC 990.02%0.02%0.03%Q2 2022Q2 20249
Coastwise Capital Group, LLC 720.20%0.24%0.28%Q1 2022Q2 20249
JEPPSON WEALTH MANAGEMENT, LLC 990.38%0.49%0.58%Q2 2022Q2 20249
Lenox Wealth Advisors, LLC 994.32%4.77%5.31%Q1 2020Q1 20229
Colonial Trust Advisors 810.01%0.02%0.02%Q2 2021Q2 20249
Blue Trust, Inc. 990.00%0.00%0.01%Q2 2022Q2 20249
Copperwynd Financial, LLC 990.12%0.40%0.56%Q2 2022Q2 20249
Diversified, LLC 810.07%0.15%0.23%Q4 2020Q2 20249
Fiera Capital Corp 990.00%0.00%0.00%Q2 2016Q2 20189
Bickling Financial Services, Inc. 990.26%0.35%0.48%Q4 2020Q4 20229
Laurel Wealth Advisors, Inc. 880.03%0.04%0.06%Q1 2021Q4 20228
James J. Burns & Company, LLC 880.43%0.55%0.66%Q3 2022Q2 20248
FourThought Financial, LLC 880.03%0.03%0.03%Q4 2020Q3 20228
Independent Advisor Alliance 610.01%0.04%0.22%Q1 2017Q4 20218
Perennial Investment Advisors, LLC 620.05%0.14%0.55%Q4 2019Q2 20248
REDMONT WEALTH ADVISORS LLC 882.35%5.27%7.31%Q3 2022Q2 20248
Lansing Street Advisors 320.01%0.18%0.46%Q1 2022Q2 20248
Lowe Wealth Advisors, LLC 880.10%0.51%1.02%Q3 2022Q2 20248
LexAurum Advisors, LLC 440.24%1.17%2.38%Q4 2017Q4 20198
Annex Advisory Services, LLC 880.02%0.05%0.07%Q3 2022Q2 20248
55I, LLC 880.10%0.14%0.20%Q4 2020Q3 20228
Crescent Grove Advisors, LLC 880.04%0.05%0.05%Q3 2022Q2 20248
Palisade Asset Management, LLC 880.07%0.07%0.08%Q3 2022Q2 20248
StoneX Group Inc. 710.05%0.07%0.13%Q4 2019Q4 20218
Wealthspire Advisors, L.P. 880.01%0.03%0.04%Q2 2017Q1 20198
Cardan Capital Partners, LLC 440.34%0.43%0.77%Q4 2015Q4 20188
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q1 2021Q4 20228
Taylor Hoffman Wealth Management 510.02%0.06%0.18%Q4 2018Q4 20228
American Financial Network Advisory Services LLC 880.43%0.70%1.26%Q3 2017Q2 20198
FOUNDERS FINANCIAL SECURITIES LLC 530.02%0.10%0.31%Q3 2020Q2 20248
Perfromance Wealth Partners, LLC 880.02%0.18%0.34%Q1 2022Q4 20238
Y-Intercept (Hong Kong) Ltd 310.02%0.08%0.20%Q1 2021Q1 20248
Wealth Management Solutions, LLC 880.23%0.37%0.71%Q4 2021Q3 20238
Sonora Investment Management, LLC 880.00%0.00%0.01%Q4 2019Q3 20218
Prime Capital Investment Advisors, LLC 710.00%0.26%0.66%Q4 2020Q2 20248
Meridian Wealth Management, LLC 710.03%0.06%0.10%Q2 2022Q2 20248
Triumph Capital Management 880.31%0.54%0.89%Q2 2022Q1 20248
N.E.W. Advisory Services LLC 880.06%0.12%0.19%Q3 2022Q2 20248
GRAYHAWK INVESTMENT STRATEGIES INC. 884.08%5.41%7.54%Q2 2022Q1 20248
Visionary Wealth Advisors 710.02%0.02%0.02%Q2 2022Q2 20248
Future Financial Wealth Managment LLC 880.27%0.32%0.35%Q4 2020Q3 20228
FLAGSTAR ADVISORS INC 880.16%0.22%0.26%Q3 2021Q2 20238
CAHILL FINANCIAL ADVISORS INC 880.04%0.04%0.05%Q3 2022Q2 20248
SILVER OAK SECURITIES, INCORPORATED 610.07%0.10%0.12%Q1 2022Q2 20248
Aft, Forsyth & Sober, LLC 880.01%0.02%0.02%Q1 2014Q4 20158
WFG Advisors, LP 710.01%0.02%0.02%Q3 2014Q2 20178
jvl associates llc 410.19%0.21%0.24%Q4 2017Q3 20208
Avant Capital LLC 883.51%3.61%3.74%Q4 2021Q3 20238
Colonial Trust Co / SC 880.02%0.03%0.03%Q3 2022Q2 20248
Prosperity Wealth Management, Inc. 770.31%0.54%0.88%Q4 2022Q2 20247
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
SP Asset Management LLC 770.10%0.12%0.14%Q4 2022Q2 20247
Avestar Capital, LLC 770.03%0.07%0.28%Q4 2017Q2 20197
Anson Capital, Inc. 770.26%0.38%0.46%Q4 2022Q2 20247
MOODY NATIONAL BANK TRUST DIVISION 770.04%0.05%0.05%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.22%0.80%1.43%Q4 2022Q2 20247
Ratio Wealth Group 431.34%2.05%2.63%Q2 2022Q1 20247
Global Wealth Strategies & Associates 770.00%0.00%0.01%Q4 2022Q2 20247
First Capital Advisors Group, LLC. 771.63%2.38%3.44%Q4 2021Q2 20237
Family Capital Management, Inc. 770.33%0.45%0.58%Q4 2022Q2 20247
RS CRUM INC. 310.06%0.10%0.13%Q4 2021Q2 20247
Sonora Investment Management Group, LLC 770.02%0.03%0.03%Q4 2022Q2 20247
WINTRUST INVESTMENTS LLC 510.02%0.02%0.03%Q2 2022Q2 20247
WATERSHED PRIVATE WEALTH LLC 770.10%0.13%0.17%Q4 2022Q2 20247
BOS Asset Management, LLC 770.15%0.25%0.33%Q4 2022Q2 20247
Syntal Capital Partners, LLC 320.00%0.10%0.27%Q2 2014Q3 20167
Corient Private Wealth LLC 770.02%0.02%0.04%Q4 2022Q2 20247
Glassman Wealth Services 430.01%0.02%0.02%Q1 2022Q1 20247
ENTERPRISE FINANCIAL SERVICES CORP 770.02%0.02%0.02%Q4 2016Q2 20187
Financial Partners Group, LLC 772.20%2.43%2.75%Q4 2022Q2 20247
PATHSTONE FAMILY OFFICE, LLC 770.01%0.01%0.02%Q2 2021Q4 20227
waypoint wealth counsel 770.17%0.29%0.47%Q4 2022Q2 20247
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.00%0.01%0.02%Q4 2022Q2 20247
Lumature Wealth Partners, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Oak Harvest Investment Services 770.21%0.48%0.61%Q4 2022Q2 20247
Bedell Frazier Investment Counselling, LLC 770.05%0.06%0.07%Q4 2021Q2 20237
WHITTIER TRUST CO 610.00%0.00%0.02%Q1 2018Q1 20207
Reitz Capital Advisors LLC 610.02%0.78%1.00%Q2 2020Q2 20237
Global Assets Advisory, LLC 770.42%0.94%1.30%Q3 2022Q1 20247
LMG Wealth Partners, LLC 771.77%1.96%2.17%Q4 2022Q2 20247
Syntegra Private Wealth Group, LLC 770.06%0.08%0.10%Q4 2022Q2 20247
Paragon Private Wealth Management, LLC 770.30%1.15%1.48%Q4 2022Q2 20247
Kapstone Financial Advisors LLC 770.24%0.42%0.49%Q4 2022Q2 20247
Breakwater Capital Group 770.48%1.02%1.38%Q4 2022Q2 20247
Choate Investment Advisors 770.02%0.02%0.03%Q2 2022Q4 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
WBI INVESTMENTS, LLC 770.07%0.11%0.18%Q2 2022Q4 20237
Y.D. More Investments Ltd 770.02%0.03%0.04%Q4 2022Q2 20247
Precision Wealth Strategies, LLC 771.39%1.93%2.93%Q2 2021Q4 20227
Santori & Peters, Inc. 610.12%0.13%0.14%Q4 2017Q2 20227
Cassaday & Co Wealth Management LLC 771.91%2.32%2.96%Q4 2022Q2 20247
Shira Ridge Wealth Management 770.32%0.47%0.71%Q4 2022Q2 20247
Cordatus Wealth Management LLC 770.42%0.95%1.60%Q4 2022Q2 20247
INVESTMENT CENTERS OF AMERICA INC 770.18%0.34%0.44%Q1 2016Q3 20177
VIAWEALTH, LLC 771.93%3.10%3.56%Q4 2022Q2 20247
BRADY FAMILY WEALTH, LLC 770.17%0.19%0.20%Q4 2022Q2 20247
New Millennium Group LLC 770.01%0.01%0.01%Q2 2022Q4 20237
Park Place Capital Corp 770.31%0.42%0.56%Q4 2022Q2 20247
Trilogy Capital Inc. 770.02%0.04%0.06%Q4 2022Q2 20247
TCWP LLC 770.30%0.91%1.34%Q4 2021Q2 20237
MANCHESTER FINANCIAL INC 610.05%0.06%0.08%Q2 2019Q1 20217
Kerntke Otto McGlone Wealth Management Group 770.32%0.58%0.75%Q4 2022Q2 20247
NORTHWEST INVESTMENT COUNSELORS, LLC 770.06%0.06%0.06%Q4 2022Q2 20247
Founders Financial Alliance, LLC 510.06%0.07%0.08%Q3 2020Q1 20247
Wealth Alliance 770.04%0.05%0.05%Q4 2022Q2 20247
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Creative Capital Management Investments LLC 770.02%0.02%0.03%Q4 2022Q2 20247
Beaumont Financial Advisors, LLC 770.05%0.08%0.10%Q4 2022Q2 20247
Financial Advocates Investment Management 410.01%0.05%0.12%Q3 2019Q4 20217
True Wealth Design, LLC 770.01%0.01%0.02%Q4 2022Q2 20247
ARMSTRONG ADVISORY GROUP, INC 770.01%0.01%0.02%Q4 2022Q2 20247
CHAPIN DAVIS, INC. 770.20%0.24%0.32%Q4 2022Q2 20247
VitalStone Financial, LLC 770.00%0.04%0.15%Q4 2022Q2 20247
Northeast Financial Consultants Inc 770.02%0.03%0.04%Q4 2022Q2 20247
Capital Wealth Planning, LLC 510.08%0.14%0.23%Q1 2018Q1 20206
FDx Advisors, Inc. 510.05%0.08%0.18%Q4 2016Q2 20226
DAYMARK WEALTH PARTNERS, LLC 660.01%0.03%0.09%Q1 2023Q2 20246
Flaharty Asset Management, LLC 510.03%0.05%0.07%Q2 2021Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.04%0.04%0.04%Q4 2017Q1 20196
CALDWELL SUTTER CAPITAL, INC. 660.05%0.06%0.06%Q1 2023Q2 20246
TIEDEMANN ADVISORS, LLC 660.06%0.06%0.06%Q1 2020Q2 20216
ICA Group Wealth Management, LLC 330.01%0.02%0.04%Q4 2022Q2 20246
Centurion Wealth Management LLC 662.69%2.77%2.85%Q4 2022Q1 20246
CHANNEL WEALTH LLC 660.52%0.89%1.40%Q1 2023Q2 20246
CITIZENS FINANCIAL GROUP INC/RI 420.00%0.00%0.01%Q2 2019Q2 20246
Bison Wealth, LLC 510.14%0.20%0.22%Q2 2020Q2 20246
Silicon Valley Capital Partners 660.00%0.00%0.00%Q4 2022Q1 20246
Eagle Bay Advisors LLC 660.18%0.24%0.30%Q1 2023Q2 20246
SageView Advisory Group, LLC 510.02%0.03%0.03%Q4 2022Q2 20246
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q2 2022Q4 20236
SPRENG CAPITAL MANAGEMENT, INC. 660.33%1.03%1.55%Q1 2023Q2 20246
McElhenny Sheffield Capital Management, LLC 510.06%0.09%0.14%Q4 2022Q2 20246
Activest Wealth Management 510.00%0.03%0.07%Q1 2021Q4 20226
Prosperity Financial Group, Inc. 660.18%1.15%2.77%Q1 2023Q2 20246
CREDIT SUISSE AG/ 310.00%0.01%0.02%Q4 2019Q1 20246
Regis Acquisition Inc. 660.09%0.11%0.15%Q1 2023Q2 20246
Connecticut Wealth Management, LLC 660.33%0.43%0.54%Q1 2023Q2 20246
Stratos Wealth Advisors, LLC 660.02%0.04%0.08%Q1 2023Q2 20246
Householder Group Estate & Retirement Specialist, LLC 410.01%0.01%0.01%Q3 2022Q2 20246
EVEXIA WEALTH LLC 660.27%0.31%0.35%Q1 2023Q2 20246
Vantage Financial Partners Ltd., Inc. 660.12%0.15%0.18%Q2 2022Q3 20236
Jupiter Wealth Management LLC 421.02%1.70%3.29%Q1 2020Q2 20246
Gallagher Fiduciary Advisors, LLC 660.01%0.02%0.05%Q1 2023Q2 20246
PFG Investments, LLC 660.16%0.35%0.60%Q1 2023Q2 20246
SG Americas Securities, LLC 310.00%0.01%0.02%Q2 2014Q3 20176
Kraft, Davis & Associates, LLC 512.96%3.51%3.98%Q4 2022Q2 20246
CENTAURUS FINANCIAL, INC. 410.01%0.02%0.04%Q2 2018Q2 20226
AJ WEALTH STRATEGIES, LLC 660.06%0.10%0.12%Q1 2022Q2 20236
PINNACLE ASSOCIATES LTD 660.02%0.02%0.03%Q4 2018Q1 20206
Intrepid Financial Planning Group LLC 660.09%0.14%0.17%Q4 2022Q1 20246
Waterloo Capital, L.P. 660.04%0.09%0.13%Q1 2023Q2 20246
CCG WEALTH MANAGEMENT, LLC 661.25%1.79%2.09%Q4 2018Q1 20206
Plante Moran Financial Advisors, LLC 410.00%0.09%0.16%Q4 2015Q3 20226
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
DRIVE WEALTH MANAGEMENT, LLC 660.07%0.09%0.12%Q4 2022Q1 20246
ASB Consultores, LLC 510.31%3.44%5.31%Q1 2022Q1 20246
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
ProVise Management Group, LLC 660.02%0.04%0.05%Q1 2023Q2 20246
Providence Wealth Advisors, LLC 660.21%0.23%0.28%Q1 2020Q2 20216
FourThought Financial Partners, LLC 660.03%0.03%0.03%Q4 2022Q1 20246
CAPITAL PERFORMANCE ADVISORS LLP 310.08%0.10%0.12%Q1 2022Q2 20246
Trek Financial, LLC 660.03%0.07%0.13%Q1 2023Q2 20246
Frontier Wealth Management LLC 330.01%0.04%0.16%Q1 2020Q4 20216
Strategic Financial Concepts, LLC 660.76%1.10%1.56%Q1 2023Q2 20246
U.S. Capital Wealth Advisors, LLC 510.00%0.02%0.05%Q4 2022Q2 20246
Column Capital Advisors, LLC 660.02%0.07%0.14%Q4 2019Q1 20216
SEI INVESTMENTS CO 510.00%0.00%0.00%Q1 2016Q2 20186
Empire Financial Management Company, LLC 660.32%0.37%0.40%Q1 2023Q2 20246
SII INVESTMENTS INC/WI 510.02%0.02%0.03%Q2 2016Q4 20176
CORA CAPITAL ADVISORS LLC 661.78%2.32%2.85%Q1 2023Q2 20246
NorthCrest Asset Manangement, LLC 660.21%0.28%0.38%Q1 2023Q2 20246
KINGSWOOD WEALTH ADVISORS, LLC 550.20%0.26%0.30%Q2 2023Q2 20245
FULTON BANK, N.A. 550.35%0.38%0.40%Q3 2022Q3 20235
Ten Capital Wealth Advisors, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
EPG Wealth Management LLC 410.04%0.08%0.10%Q1 2020Q2 20225
ROPES WEALTH ADVISORS LLC 320.02%0.04%0.06%Q3 2020Q3 20225
Russell Investments Group, Ltd. 550.00%0.00%0.00%Q2 2023Q2 20245
FLPUTNAM INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q2 2023Q2 20245
Cordasco Financial Network 550.04%0.05%0.06%Q2 2021Q2 20225
Corient Capital Partners, LLC 550.04%0.05%0.05%Q4 2018Q4 20195
WealthPlan Investment Management, LLC 410.01%0.03%0.07%Q1 2022Q2 20235
True Link Financial Advisors, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
Capital Analysts, LLC 410.00%0.00%0.00%Q1 2021Q2 20245
TORONTO DOMINION BANK 320.00%0.00%0.00%Q1 2015Q4 20235
Invst, LLC 550.03%0.05%0.08%Q2 2023Q2 20245
Accredited Investors Inc. 550.02%0.02%0.02%Q2 2023Q2 20245
FIRST MANHATTAN CO. LLC. 310.00%0.03%0.05%Q1 2019Q2 20245
Garden State Investment Advisory Services LLC 550.19%0.20%0.20%Q2 2023Q2 20245
CREDIT AGRICOLE S A 550.00%0.02%0.04%Q1 2014Q1 20155
Pathway Financial Advisers, LLC 320.23%0.31%0.37%Q4 2022Q1 20245
JBF Capital, Inc. 551.85%3.14%5.22%Q4 2020Q4 20215
Nan Shan Life Insurance Co., Ltd. 550.05%0.08%0.12%Q3 2016Q3 20175
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
GUIDANCE CAPITAL, INC 550.25%0.46%0.63%Q2 2023Q2 20245
RWA WEALTH PARTNERS, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Investors Capital Advisory Services 550.05%0.07%0.13%Q2 2015Q2 20165
Zullo Investment Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
HORIZON BANCORP INC /IN/ 550.01%0.01%0.01%Q1 2023Q1 20245
Ford Financial Group, LLC 310.03%0.09%0.12%Q2 2021Q4 20225
EP Wealth Advisors, LLC 410.00%0.02%0.03%Q1 2023Q2 20245
LS Investment Advisors, LLC 410.06%0.15%0.30%Q4 2018Q3 20205
Annapolis Financial Services, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
OPTIMUM INVESTMENT ADVISORS 550.01%0.01%0.02%Q4 2020Q4 20215
Surevest, LLC 410.05%0.44%1.21%Q4 2019Q3 20225
Foundations Investment Advisors, LLC 410.01%0.02%0.05%Q1 2023Q2 20245
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Argentus Capital Management, LLC 550.00%0.10%0.51%Q3 2015Q3 20165
GENERAL AMERICAN INVESTORS CO INC 550.08%0.11%0.13%Q2 2023Q2 20245
Northwest Capital Management Inc 550.01%0.01%0.01%Q2 2023Q2 20245
Cherry Tree Wealth Management, LLC 550.03%0.04%0.05%Q2 2023Q2 20245
Narwhal Capital Management 550.03%0.04%0.04%Q2 2023Q2 20245
PagnatoKarp Partners LLC 550.08%0.15%0.30%Q4 2016Q4 20175
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 551.05%3.44%12.49%Q4 2020Q4 20215
Capital Market Strategies LLC 550.21%0.26%0.30%Q2 2023Q2 20245
BRASADA CAPITAL MANAGEMENT, LP 320.06%0.07%0.07%Q3 2019Q4 20205
Global Financial Private Capital, Inc 320.00%0.01%0.02%Q3 2017Q2 20195
New Capital Management LP 550.01%0.02%0.03%Q4 2018Q4 20195
Center for Financial Planning, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
SRS Capital Advisors, Inc. 410.00%0.00%0.01%Q3 2020Q2 20245
Nemes Rush Group LLC 550.00%0.01%0.02%Q2 2023Q2 20245
Jaffetilchin Investment Partners, LLC 410.07%0.11%0.14%Q2 2019Q3 20205
Landsberg, Bennett, & Dubbaneh LLC 553.10%3.86%6.15%Q4 2018Q4 20195
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q2 2019Q1 20225
ASSETMARK, INC 310.00%0.00%0.00%Q3 2020Q2 20245
NICOLET BANKSHARES INC 440.07%0.07%0.08%Q4 2021Q3 20224
Consolidated Portfolio Review Corp 440.12%0.12%0.14%Q1 2023Q4 20234
Bay Harbor Wealth Management, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
Certified Advisory Corp 310.00%0.02%0.03%Q4 2017Q1 20214
Sage Investment Advisers LLC 310.31%0.42%0.60%Q4 2021Q2 20244
Briaud Financial Planning, Inc 210.10%0.11%0.13%Q4 2021Q2 20244
Pine Valley Investments Ltd Liability Co 440.04%0.06%0.07%Q3 2023Q2 20244
Marcum Wealth, LLC 440.06%0.07%0.07%Q3 2022Q2 20234
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Samalin Investment Counsel, LLC 210.10%0.11%0.12%Q4 2021Q1 20244
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
USCA RIA LLC 310.04%0.34%0.45%Q2 2017Q4 20204
OLD MISSION CAPITAL LLC 310.02%0.10%0.29%Q4 2019Q3 20234
FormulaFolio Investments, LLC 440.01%0.01%0.02%Q1 2019Q4 20194
Aaron Wealth Advisors LLC 440.04%0.13%0.22%Q4 2021Q3 20224
BNP PARIBAS FINANCIAL MARKETS 310.00%0.01%0.02%Q1 2015Q2 20244
Belmont Capital, LLC 310.01%0.01%0.02%Q2 2023Q2 20244
Eagle Capital Management, LLC 222.71%3.08%3.30%Q1 2015Q4 20164
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.21%0.22%0.23%Q1 2019Q4 20194
CFO4Life Group, LLC 310.09%0.11%0.16%Q4 2017Q4 20194
MBA Advisors LLC 440.32%0.49%0.61%Q3 2023Q2 20244
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.02%Q3 2021Q3 20234
FIRST INTERSTATE BANK 440.00%0.00%0.00%Q1 2019Q4 20194
WoodTrust Financial Corp 440.05%0.06%0.06%Q4 2020Q3 20214
Fortis Advisors, LLC 440.09%0.10%0.12%Q2 2019Q1 20204
Meristem Family Wealth, LLC 440.12%0.15%0.18%Q2 2021Q1 20224
PRING TURNER CAPITAL GROUP INC 440.17%0.24%0.30%Q3 2023Q2 20244
Dynasty Wealth Management, LLC 440.24%0.89%1.24%Q4 2017Q3 20184
NORTHSTAR WEALTH PARTNERS LLC 440.19%0.20%0.23%Q1 2017Q4 20174
HBW ADVISORY SERVICES LLC 440.04%0.05%0.05%Q3 2023Q2 20244
TIAA TRUST, NATIONAL ASSOCIATION 440.00%0.00%0.00%Q3 2023Q2 20244
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.00%Q1 2022Q4 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.02%0.03%0.03%Q3 2023Q2 20244
Wealth Quarterback LLC 220.02%0.02%0.04%Q4 2019Q3 20214
Virtu Financial LLC 210.04%0.08%0.14%Q4 2015Q4 20194
Octavia Wealth Advisors, LLC 440.06%0.09%0.17%Q3 2023Q2 20244
Allred Capital Management, LLC 440.66%1.79%2.40%Q3 2023Q2 20244
LEVEL FOUR FINANCIAL, LLC 440.21%0.24%0.27%Q4 2020Q3 20214
Atlantic Union Bankshares Corp 220.06%0.09%0.12%Q4 2018Q4 20194
NBC SECURITIES, INC. 440.09%0.13%0.16%Q3 2023Q2 20244
TWIN FOCUS CAPITAL PARTNERS, LLC 440.06%0.07%0.07%Q4 2020Q3 20214
KICKSTAND VENTURES, LLC. 440.21%0.86%1.77%Q3 2023Q2 20244
Grove Bank & Trust 440.00%0.01%0.04%Q3 2023Q2 20244
Level Financial Advisors 440.03%0.04%0.04%Q4 2021Q3 20224
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q1 2022Q2 20244
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2022Q2 20244
Spectrum Management Group, LLC 310.00%0.01%0.02%Q4 2018Q3 20224
G&S Capital LLC 440.02%0.83%1.14%Q2 2019Q1 20204
Cresta Advisors, Ltd. 441.50%5.31%8.07%Q3 2022Q2 20234
MWA Asset Management 440.17%0.18%0.20%Q3 2023Q2 20244
RESTON WEALTH MANAGEMENT LLC 440.16%0.18%0.20%Q1 2022Q4 20224
Cornerstone Advisory, LLC 310.00%0.09%0.13%Q4 2021Q2 20244
Global Trust Asset Management, LLC 310.02%0.07%0.19%Q4 2019Q2 20244
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q4 2013Q2 20164
Holloway Wealth Management, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
20/20 Capital Management, Inc. 440.51%3.45%4.83%Q3 2020Q2 20214
UBS AG 440.00%0.01%0.02%Q4 2013Q3 20144
Cape Investment Advisory, Inc. 440.00%0.01%0.02%Q1 2023Q4 20234
Global Strategic Investment Solutions, LLC 440.09%0.10%0.10%Q1 2021Q4 20214
Red Spruce Capital, LLC 440.30%0.33%0.35%Q2 2022Q1 20234
Quantinno Capital Management LP 440.01%0.01%0.02%Q3 2023Q2 20244
WESPAC Advisors, LLC 440.42%0.52%0.73%Q3 2023Q2 20244
Golden State Equity Partners 310.34%0.42%0.47%Q2 2023Q2 20244
ORG Partners LLC 310.08%0.37%0.48%Q2 2023Q2 20244
Atomi Financial Group, Inc. 440.03%0.06%0.10%Q3 2023Q2 20244
Allianz Asset Management GmbH 310.00%0.00%0.00%Q4 2015Q4 20194
SYNTAX RESEARCH, INC. 443.26%3.44%3.59%Q3 2023Q2 20244
Wick Capital Partners, LLC 440.20%0.21%0.23%Q4 2022Q3 20234
Crown Wealth Group, LLC 310.21%0.38%0.74%Q4 2021Q3 20234
RIA Advisory Group LLC 310.20%0.23%0.25%Q1 2023Q1 20244
JACKSON SQUARE CAPITAL, LLC 440.04%0.05%0.06%Q4 2019Q3 20204
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
Paul John Balson 440.14%0.19%0.26%Q1 2020Q4 20204
1834 INVESTMENT ADVISORS CO 440.00%0.00%0.00%Q4 2019Q3 20204
Vident Advisory, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
MARIPAU WEALTH MANAGEMENT LLC 310.17%0.23%0.26%Q3 2022Q1 20244
ALBION FINANCIAL GROUP /UT 310.00%0.15%0.56%Q2 2023Q2 20244
Barrett Asset Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Spectrum Wealth Counsel, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Stuart Chaussee & Associates, Inc. 330.02%8.91%26.65%Q4 2021Q2 20223
TIAA, FSB 330.00%0.00%0.00%Q4 2022Q2 20233
Westshore Wealth, LLC 210.25%0.36%0.57%Q4 2019Q2 20213
Stablepoint Partners, LLC 330.09%0.09%0.10%Q4 2023Q2 20243
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q1 2021Q2 20243
NWAM LLC 330.04%0.04%0.04%Q2 2019Q4 20193
Advocacy Wealth Management Services, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Smartleaf Asset Management LLC 330.04%0.06%0.07%Q4 2023Q2 20243
Engrave Wealth Partners LLC 330.10%0.12%0.14%Q4 2019Q2 20203
Betterment LLC 210.00%0.00%0.00%Q3 2023Q2 20243
DOLIVER ADVISORS, LP 110.09%0.24%0.47%Q3 2019Q3 20213
Highwater Wealth Management, LLC 336.38%6.75%7.33%Q1 2019Q3 20193
Maxwell Wealth Strategies Inc. 330.24%0.26%0.31%Q4 2023Q2 20243
Pflug Koory, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Quadrant Private Wealth Management, LLC 330.16%0.18%0.21%Q1 2020Q3 20203
Clarkston Capital Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
BlueChip Wealth Advisors LLC 330.56%0.75%0.91%Q4 2023Q2 20243
Financial Gravity Companies, Inc. 210.10%0.10%0.10%Q4 2017Q4 20183
Crewe Advisors LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Madison Park Capital Advisors, LLC 330.96%1.05%1.14%Q4 2023Q2 20243
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.00%0.01%0.01%Q4 2019Q2 20203
Crabel Capital Management, LLC 110.09%0.12%0.15%Q4 2021Q4 20233
M3 Advisory Group, LLC 330.26%0.31%0.39%Q4 2023Q2 20243
Mach-1 Financial Group, LLC 210.12%0.31%0.62%Q2 2022Q1 20233
River Wealth Advisors LLC 330.04%0.04%0.04%Q2 2018Q4 20183
Creekmur Asset Management LLC 330.15%0.19%0.21%Q4 2023Q2 20243
Aspect Partners, LLC 330.67%0.77%0.92%Q4 2023Q2 20243
Benchmark Wealth Management, LLC 210.18%0.21%0.26%Q4 2019Q3 20203
Wealth Group Ltd 330.90%0.97%1.02%Q4 2023Q2 20243
DiNuzzo Private Wealth, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Concentrum Wealth Management 330.28%0.37%0.43%Q2 2019Q4 20193
Fortitude Family Office, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Pine Harbor Wealth Management, LLC 330.32%0.36%0.41%Q4 2023Q2 20243
Cable Hill Partners, LLC 210.01%0.01%0.01%Q3 2016Q1 20193
GTS SECURITIES LLC 210.00%0.01%0.02%Q3 2023Q2 20243
Planning Solutions Group LLC 330.21%0.22%0.22%Q4 2018Q2 20193
JAMES INVESTMENT RESEARCH, INC. 330.00%0.00%0.00%Q3 2022Q1 20233
Clear Point Advisors Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
Northwest Financial Advisors 331.08%1.25%1.40%Q4 2023Q2 20243
PrairieView Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BOSTON FINANCIAL MANGEMENT LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Covington Capital Management 330.00%0.00%0.00%Q4 2021Q2 20223
Summit Financial, LLC 330.04%0.06%0.07%Q3 2022Q1 20233
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2017Q4 20233
NORTH STAR ASSET MANAGEMENT INC 330.05%0.05%0.05%Q2 2022Q4 20223
West Branch Capital LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Swisher Financial Concepts, Inc. 330.57%0.61%0.65%Q4 2023Q2 20243
Legacy Wealth Planning, LLC 330.29%0.42%0.55%Q1 2022Q3 20223
Concurrent Investment Advisors, LLC 330.03%0.04%0.04%Q4 2023Q2 20243
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Tidemark, LLC 330.04%0.05%0.06%Q4 2023Q2 20243
MIDLAND WEALTH ADVISORS LLC 330.07%0.07%0.07%Q4 2023Q2 20243
Zions Bancorporation, N.A. 330.00%0.00%0.00%Q1 2020Q3 20203
Charter Oak Capital Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
MGB Wealth Management, LLC 330.71%0.81%0.93%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.02%0.02%0.02%Q4 2023Q2 20243
Catalytic Wealth RIA, LLC 330.81%1.19%1.89%Q4 2023Q2 20243
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
1ST SOURCE BANK 330.05%0.05%0.06%Q4 2023Q2 20243
LongView Wealth Management 330.23%0.26%0.28%Q4 2023Q2 20243
Coppell Advisory Solutions LLC 110.03%0.03%0.04%Q2 2023Q2 20243
VALLEY FINANCIAL MANAGEMENT, INC. 333.20%4.03%5.41%Q3 2022Q1 20233
Planning Capital Management Corp 330.02%0.03%0.05%Q4 2023Q2 20243
Valued Wealth Advisors LLC 330.02%0.02%0.02%Q4 2023Q2 20243
BADGLEY PHELPS & BELL INC 330.01%0.01%0.01%Q1 2019Q3 20193
NBT BANK N A /NY 330.01%0.01%0.02%Q4 2023Q2 20243
Lewis Asset Management, LLC 330.41%0.47%0.54%Q4 2023Q2 20243
Cedar Brook Financial Partners, LLC 330.10%0.12%0.14%Q4 2018Q2 20193
McAdam, LLC 330.01%0.02%0.02%Q1 2018Q3 20183
Perigon Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Paragon Wealth Strategies, LLC 337.82%8.94%9.89%Q4 2016Q2 20173
TWO SIGMA INVESTMENTS, LP 330.00%0.00%0.00%Q2 2022Q4 20223
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.49%0.63%0.79%Q1 2016Q3 20163
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
MinichMacGregor Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SAXON INTERESTS, INC. 210.28%0.60%0.76%Q1 2023Q4 20233
Sequoia Financial Advisors, LLC 210.02%0.03%0.03%Q1 2022Q4 20223
Riggs Asset Managment Co. Inc. 330.02%0.02%0.02%Q2 2022Q4 20223
BIVIN & ASSOCIATES, INC. 330.71%0.80%0.95%Q4 2021Q2 20223
Partnership Wealth Management, LLC 330.06%0.06%0.06%Q4 2023Q2 20243
Mowery & Schoenfeld Wealth Management, LLC 3313.18%14.53%16.20%Q4 2023Q2 20243
CarsonAllaria Wealth Management, Ltd. 330.02%0.03%0.05%Q4 2023Q2 20243
Apollon Financial, LLC 332.53%2.84%3.10%Q4 2023Q2 20243
Antonetti Capital Management LLC 210.00%0.00%0.00%Q2 2010Q4 20213
Daiwa Securities Group Inc. 210.00%0.00%0.00%Q2 2023Q2 20243
DB Wealth Management Group, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Novak & Powell Financial Services, Inc. 330.14%0.15%0.16%Q4 2023Q2 20243
F3Logic, LLC 210.04%0.20%0.28%Q3 2021Q4 20223
TIEMANN INVESTMENT ADVISORS, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
KENNEDY INVESTMENT GROUP 330.14%0.14%0.15%Q4 2023Q2 20243
EASTERN BANK 330.70%1.48%1.94%Q4 2023Q2 20243
AA Financial Advisors, LLC 330.71%0.96%1.32%Q4 2023Q2 20243
Invera Wealth Advisors, LLC 330.38%0.52%0.64%Q4 2023Q2 20243
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q1 2020Q3 20203
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q4 20193
WFA of San Diego, LLC 210.00%0.00%0.01%Q2 2023Q2 20243
Pineridge Advisors LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Belvedere Trading LLC 110.00%0.02%0.03%Q4 2021Q2 20243
Global X Japan Co., Ltd. 330.19%0.60%1.16%Q4 2023Q2 20243
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
NewSquare Capital LLC 330.00%0.00%0.00%Q2 2023Q4 20233
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
GeoWealth Management, LLC 110.02%0.71%1.13%Q3 2021Q4 20233
Main Street Group, LTD 330.00%0.00%0.00%Q4 2023Q2 20243
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Smith Anglin Financial, LLC 220.02%0.02%0.02%Q4 2023Q1 20242
Quent Capital, LLC 110.01%0.02%0.04%Q2 2022Q4 20222
Bridge Advisory, LLC 220.12%0.13%0.14%Q3 2023Q4 20232
Klingman & Associates, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Your Advocates Ltd., LLP 220.01%0.01%0.01%Q2 2020Q3 20202
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 220.35%0.37%0.38%Q2 2022Q3 20222
PROFESSIONAL PLANNING 220.14%0.15%0.15%Q2 2021Q3 20212
Hilltop Partners LLC 220.15%0.16%0.16%Q2 2023Q3 20232
HARMONY ASSET MANAGEMENT LLC 220.27%0.28%0.28%Q1 2024Q2 20242
STANCORP INVESTMENT ADVISERS INC 220.13%0.13%0.13%Q4 2014Q1 20152
Clark Capital Management Group, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
BFSG, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
GAM Holding AG 220.04%0.05%0.05%Q2 2019Q3 20192
DAVIDSON INVESTMENT ADVISORS 220.02%0.02%0.02%Q3 2023Q4 20232
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Bellwether Investment Group, LLC 220.04%0.05%0.05%Q4 2016Q1 20172
Scissortail Wealth Management, LLC 110.15%0.22%0.30%Q4 2022Q4 20232
SYM FINANCIAL Corp 220.11%0.11%0.12%Q3 2023Q4 20232
Faithward Advisors, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.02%Q2 2016Q3 20162
MOULTON WEALTH MANAGEMENT, INC 222.31%2.55%2.78%Q1 2024Q2 20242
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Berkshire Money Management, Inc. 110.08%0.60%1.13%Q2 2022Q1 20242
DEARBORN PARTNERS LLC 110.05%0.10%0.16%Q4 2020Q4 20232
VESTOR CAPITAL, LLC 110.00%0.01%0.01%Q3 2023Q1 20242
Greenwich Wealth Management LLC 220.17%0.17%0.17%Q3 2016Q4 20162
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.10%0.10%0.11%Q2 2022Q3 20222
Executive Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Investment Advisory Group, LLC 220.15%0.17%0.20%Q1 2024Q2 20242
Retireful, LLC 220.26%0.59%0.91%Q1 2023Q2 20232
KWMG, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
WT Wealth Management 223.09%3.13%3.16%Q3 2019Q4 20192
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
LRI Investments, LLC 220.01%0.01%0.02%Q1 2024Q2 20242
Lion Street Advisors, LLC 110.01%0.17%0.33%Q1 2020Q2 20212
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Atlas Private Wealth Advisors 220.02%0.02%0.02%Q2 2020Q3 20202
KPP Advisory Services LLC 112.76%3.11%3.46%Q3 2023Q1 20242
Avantax Planning Partners, Inc. 110.00%0.02%0.03%Q3 2018Q3 20202
Warther Private Wealth, LLC 220.14%0.16%0.17%Q4 2021Q1 20222
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
Aurora Investment Managers, LLC. 221.98%2.86%3.73%Q4 2019Q1 20202
Merit Financial Group, LLC 220.03%0.03%0.03%Q1 2020Q2 20202
WIN ADVISORS, INC 111.34%3.65%5.96%Q1 2022Q4 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.16%0.21%0.27%Q1 2016Q2 20162
Aurora Private Wealth, Inc. 110.00%0.05%0.09%Q1 2020Q2 20222
Eagle Bluffs Wealth Management LLC 220.19%0.20%0.20%Q1 2023Q2 20232
Summit Trail Advisors, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Diversify Advisory Services, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.00%0.00%0.00%Q1 2024Q2 20242
Lee Financial Co 220.02%0.02%0.02%Q1 2018Q2 20182
WR Wealth Planners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2018Q2 20192
Cedar Mountain Advisors, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Aveo Capital Partners, LLC 220.11%0.15%0.19%Q1 2024Q2 20242
Salomon & Ludwin, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
FAGAN ASSOCIATES, INC. 221.35%1.42%1.50%Q1 2024Q2 20242
Cornerstone Advisors, Inc. 220.02%0.03%0.04%Q2 2018Q3 20182
TD PRIVATE CLIENT WEALTH LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Cypress Capital, LLC 222.14%2.16%2.18%Q3 2023Q4 20232
SPIREPOINT PRIVATE CLIENT, LLC 220.38%0.40%0.41%Q1 2024Q2 20242
OneAscent Financial Services LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2023Q2 20242
Old North State Trust, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.38%0.38%0.39%Q4 2019Q1 20202
HAZLETT, BURT & WATSON, INC. 220.01%0.02%0.02%Q1 2024Q2 20242
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q4 20232
Resonant Capital Advisors, LLC 110.03%0.06%0.09%Q1 2020Q3 20222
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q4 2017Q1 20182
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SpiderRock Advisors, LLC 220.03%0.03%0.04%Q1 2024Q2 20242
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q4 2019Q3 20202
tru Independence LLC 110.00%0.01%0.01%Q4 2019Q2 20212
Granite Bay Wealth Management, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
United Community Bank 110.02%0.24%0.46%Q4 2022Q2 20242
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
Procyon Advisors, LLC 110.01%0.02%0.02%Q4 2019Q2 20202
Sand Hill Global Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Successful Portfolios LLC 220.14%0.15%0.15%Q4 2022Q1 20232
Robertson Stephens Wealth Management, LLC 220.01%0.02%0.02%Q1 2024Q2 20242
Wells Trecaso Financial Group, LLC 220.41%0.43%0.44%Q1 2024Q2 20242
Lifeworks Advisors, LLC 220.09%0.10%0.10%Q1 2024Q2 20242
BTS Asset Management, Inc. 220.21%0.23%0.25%Q2 2023Q3 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.27%0.27%0.27%Q2 2022Q3 20222
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Conservest Capital Advisors, Inc. 110.04%0.05%0.05%Q4 2021Q4 20232
Bouchey Financial Group Ltd 220.03%0.03%0.03%Q1 2021Q2 20212
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Impact Partnership Wealth, LLC 220.00%0.02%0.03%Q3 2023Q4 20232
Crosspoint Capital Strategies, LLC 110.01%0.25%0.49%Q4 2014Q4 20152
SouthState Corp 220.00%0.00%0.00%Q1 2022Q2 20222
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Hobart Private Capital, LLC 220.34%0.37%0.39%Q4 2017Q1 20182
Fund Evaluation Group, LLC 220.17%0.19%0.22%Q4 2019Q1 20202
Hilltop National Bank 220.01%0.02%0.02%Q1 2024Q2 20242
Focused Wealth Management, Inc 220.01%0.01%0.01%Q3 2019Q4 20192
Rockport Wealth LLC 221.69%2.17%2.66%Q1 2024Q2 20242
Asset Management One Co., Ltd. 220.00%0.00%0.00%Q1 2024Q2 20242
Waverly Advisors, LLC 220.03%0.10%0.17%Q1 2024Q2 20242
QRG CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2024Q2 20242
&PARTNERS 220.02%0.03%0.04%Q1 2024Q2 20242
Signal Advisors Wealth, LLC 220.07%0.07%0.08%Q4 2023Q1 20242
One Capital Management, LLC 220.05%0.14%0.22%Q1 2024Q2 20242
Resolute Wealth Strategies, LLC 220.17%0.17%0.18%Q1 2023Q2 20232
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Signature Wealth Management Group 220.01%0.01%0.01%Q4 2017Q1 20182
Manifold Partners, LLC 220.00%0.01%0.01%Q3 2015Q4 20152
HARTLINE INVESTMENT CORP/ 110.05%0.24%0.44%Q3 2022Q1 20242
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q4 20232
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
MBE Wealth Management, LLC 220.01%0.16%0.30%Q4 2019Q1 20202
Trexquant Investment LP 110.01%0.01%0.02%Q2 2020Q3 20232
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Red Mountain Financial, LLC 110.40%0.46%0.52%Q4 2023Q2 20242
O'Dell Group, LLC 110.03%0.03%0.04%Q2 2023Q4 20232
Black Swift Group, LLC 220.03%0.05%0.06%Q4 2020Q1 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2020Q3 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
XR Securities LLC 112.99%2.99%2.99%Q1 2018Q1 20181
NorthCoast Asset Management LLC 110.30%0.30%0.30%Q3 2021Q3 20211
Prosperitas Financial LLC 110.26%0.26%0.26%Q2 2024Q2 20241
Compton Wealth Advisory Group, LLC 110.06%0.06%0.06%Q1 2024Q1 20241
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
Fiduciary Trust Co International of Pennsylvania 110.04%0.04%0.04%Q4 2015Q4 20151
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Davidson Capital Management Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Field & Main Bank 110.00%0.00%0.00%Q2 2020Q2 20201
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Monument Capital Management 110.05%0.05%0.05%Q3 2018Q3 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FIDUCIENT ADVISORS LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Fairfield Financial Advisors, LTD 110.04%0.04%0.04%Q2 2024Q2 20241
Empowered Funds, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Guild Investment Management, Inc. 111.92%1.92%1.92%Q4 2021Q4 20211
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2023Q1 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.04%0.04%0.04%Q2 2024Q2 20241
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Concord Investment Counsel Inc. 110.22%0.22%0.22%Q1 2024Q1 20241
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Sound View Wealth Advisors, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
Patten Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q2 2024Q2 20241
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
PRW Wealth Management LLC 110.01%0.01%0.01%Q4 2018Q4 20181
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2024Q2 20241
AXS Investments LLC 110.34%0.34%0.34%Q1 2021Q1 20211
MKD WEALTH COACHES, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Evolution Advisers, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
EFG CAPITAL INTERNATIONAL CORP. 110.19%0.19%0.19%Q2 2023Q2 20231
EagleClaw Capital Managment, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Triton Wealth Management, PLLC 110.21%0.21%0.21%Q2 2024Q2 20241
DGS Capital Management, LLC 110.16%0.16%0.16%Q1 2024Q1 20241
Poehling Capital Management, INC. 110.15%0.15%0.15%Q1 2022Q1 20221
Curi Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Agate Pass Investment Management, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Modern Wealth Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
OXFORD FINANCIAL GROUP, LTD. LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Saxony Capital Management, LLC 110.41%0.41%0.41%Q4 2023Q4 20231
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
St. James Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
ING GROEP NV 110.06%0.06%0.06%Q2 2024Q2 20241
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2020Q4 20201
Turtle Creek Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q3 2022Q3 20221
Horizon Wealth Management, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
BIRINYI ASSOCIATES INC 110.25%0.25%0.25%Q3 2016Q3 20161
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
ACG Wealth 110.52%0.52%0.52%Q4 2017Q4 20171
Minot Wealth Management LLC 110.12%0.12%0.12%Q4 2019Q4 20191
TD Capital Management LLC 110.00%0.00%0.00%Q1 2017Q1 20171
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Insight Wealth Strategies, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Bramshill Investments, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Lucia Wealth Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Black Diamond Financial, LLC 110.66%0.66%0.66%Q2 2024Q2 20241
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q1 2018Q1 20181
Advisor Resource Council 110.02%0.02%0.02%Q4 2023Q4 20231
Stokes Family Office, LLC 110.10%0.10%0.10%Q4 2023Q4 20231
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Lebenthal Global Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 110.00%0.00%0.00%Q2 2024Q2 20241
FOCUS FINANCIAL NETWORK INC /ADV 110.04%0.04%0.04%Q4 2023Q4 20231
Tuttle Capital Management, LLC 110.30%0.30%0.30%Q2 2020Q2 20201
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SIT INVESTMENT ASSOCIATES INC 110.01%0.01%0.01%Q2 2024Q2 20241
Jump Financial, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
Sunesis Advisors, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
New Republic Capital, LLC 110.82%0.82%0.82%Q4 2022Q4 20221
COMMERCE BANK 110.00%0.00%0.00%Q2 2024Q2 20241
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q1 2024Q1 20241
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Destiny Wealth Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MOTCO 110.01%0.01%0.01%Q2 2021Q2 20211
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
SteelPeak Wealth, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Maltin Wealth Management, Inc. 110.16%0.16%0.16%Q3 2020Q3 20201
BROWN WEALTH MANAGEMENT, LLC 111.70%1.70%1.70%Q4 2023Q4 20231
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2023Q4 20231
Plancorp, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Bayesian Capital Management, LP 110.07%0.07%0.07%Q1 2020Q1 20201
Birchcreek Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Brevan Howard Capital Management LP 110.03%0.03%0.03%Q4 2023Q4 20231
Second Half Financial Partners, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Bray Capital Advisors 110.03%0.03%0.03%Q1 2023Q1 20231
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Burleson & Company, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BNC WEALTH MANAGEMENT, LLC 111.25%1.25%1.25%Q4 2023Q4 20231
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q2 2021Q2 20211
Heritage Family Offices, LLP 110.18%0.18%0.18%Q2 2024Q2 20241
WELCH & FORBES LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ARS Wealth Advisors Group, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
Shilanski & Associates, Inc. 111.99%1.99%1.99%Q3 2022Q3 20221
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 110.54%0.54%0.54%Q3 2016Q3 20161
Homrich & Berg 110.01%0.01%0.01%Q3 2021Q3 20211
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
JANICZEK WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Gratus Capital, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
HOLLENCREST CAPITAL MANAGEMENT 110.84%0.84%0.84%Q4 2023Q4 20231
BEAM WEALTH ADVISORS, INC. 110.86%0.86%0.86%Q2 2024Q2 20241
Power Corp of Canada 110.70%0.70%0.70%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q2 2024Q2 20241
Banco BTG Pactual S.A. 110.49%0.49%0.49%Q3 2022Q3 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Financial Services Advisory Inc 110.93%0.93%0.93%Q4 2017Q4 20171
Weatherstone Capital Management 113.95%3.95%3.95%Q4 2018Q4 20181
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Family Firm, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ASSOCIATED BANC-CORP 110.02%0.02%0.02%Q2 2024Q2 20241
Willingdon Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Soltis Investment Advisors LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Ipsen Advisor Group LLC 111.84%1.84%1.84%Q4 2022Q4 20221
Columbus Macro, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Edmond de Rothschild (Europe) 110.20%0.20%0.20%Q3 2016Q3 20161
FIRST UNITED BANK & TRUST 110.00%0.00%0.00%Q4 2023Q4 20231
Onyx Bridge Wealth Group LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Colony Group, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
AMERICAN NATIONAL BANK & TRUST 110.00%0.00%0.00%Q2 2024Q2 20241
Relative Value Partners Group, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
NewDay Solutions, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Horizon Kinetics 110.03%0.03%0.03%Q3 2018Q3 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Delta Investment Management, LLC 110.07%0.07%0.07%Q4 2023Q4 20231
WORLD EQUITY GROUP, INC. 110.05%0.05%0.05%Q1 2024Q1 20241
Azimuth Capital Management LLC 110.06%0.06%0.06%Q1 2022Q1 20221
NEPC LLC 110.26%0.26%0.26%Q2 2021Q2 20211
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Imprint Wealth LLC 110.51%0.51%0.51%Q1 2024Q1 20241
Castle Financial & Retirement Planning Associates, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Laird Norton Wetherby Trust Company, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Spearhead Capital Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Safeguard Investment Advisory Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ALTERNA WEALTH MANAGEMENT, INC 110.15%0.15%0.15%Q4 2018Q4 20181
QCM Cayman, Ltd. 110.27%0.27%0.27%Q4 2020Q4 20201
Legend Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
APPLETON PARTNERS INC/MA 110.02%0.02%0.02%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Lynx Investment Advisory 112.77%2.77%2.77%Q2 2024Q2 20241
Castleview Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Caitlin John, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Facet Wealth, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2022Q2 20221
CX Institutional 110.04%0.04%0.04%Q4 2022Q4 20221
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Bank Pictet & Cie (Europe) AG 110.03%0.03%0.03%Q1 2023Q1 20231
Bellwether Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Engineers Gate Manager LP 110.04%0.04%0.04%Q2 2024Q2 20241
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Chris Bulman Inc 111.61%1.61%1.61%Q2 2024Q2 20241
Segment Wealth Management, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Enhancement Group LLC 110.11%0.11%0.11%Q1 2019Q1 20191
CERTUITY, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2014Q1 20141
Sage Advisory Services, Ltd.Co. 110.04%0.04%0.04%Q1 2019Q1 20191
Auxano Advisors, LLC 110.40%0.40%0.40%Q4 2023Q4 20231
Essex LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BRASS TAX WEALTH MANAGEMENT, INC 111.22%1.22%1.22%Q1 2024Q1 20241
Wellesley Investment Partners, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Kelly Financial Services LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Edge Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
BECK CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
BRIGHT FINANCIAL ADVISORS, INC. 111.27%1.27%1.27%Q2 2024Q2 20241
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Register Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.06%0.06%0.06%Q3 2017Q3 20171
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Abound Wealth Management 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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