VANGUARD STAR FDS shareholder history

Current and past VANGUARD STAR FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.04%Q2 2013Q3 2023104
Cutler Group LLC / CA 1360.00%0.00%0.03%Q1 2016Q3 202349
GOLDMAN SACHS GROUP INC 4230.00%0.00%0.01%Q2 2012Q3 202345
Tortoise Investment Management, LLC 44440.01%0.15%0.26%Q4 2012Q3 202344
Citadel Advisors 1210.00%0.00%0.03%Q4 2014Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.84%2.33%3.92%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.00%0.17%0.36%Q2 2013Q3 202342
Sageworth Trust Co 424213.15%22.56%31.30%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.05%0.13%0.22%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.07%0.25%0.46%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.33%0.59%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.04%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.09%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.06%0.51%2.24%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.07%0.13%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.10%0.17%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.18%1.32%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 42420.00%0.02%0.20%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.04%0.12%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42421.27%2.79%4.34%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.05%0.09%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.01%0.02%Q2 2013Q3 202342
North Star Investment Management Corp. 4010.04%0.11%0.19%Q2 2013Q3 202341
Atria Investments, Inc 27140.10%0.97%3.03%Q2 2013Q3 202341
WASHINGTON TRUST BANK 41410.17%0.34%1.27%Q3 2013Q3 202341
Joel Isaacson & Co., LLC 41410.04%0.31%0.95%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.05%Q2 2013Q3 202341
WBH ADVISORY INC 3831.59%2.46%3.14%Q2 2013Q3 202341
Legacy Private Trust Co. 3910.05%1.29%2.31%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3310.04%0.11%0.21%Q2 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.00%0.03%0.06%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.04%0.18%0.45%Q4 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.19%0.72%2.20%Q4 2013Q3 202340
FMR LLC 3010.00%0.00%0.00%Q2 2013Q3 202340
IRON Financial LLC 40400.48%2.74%7.95%Q4 2013Q3 202340
BANK OF HAWAII 40400.16%0.95%1.92%Q4 2013Q3 202340
Regal Investment Advisors LLC 2710.00%0.05%0.11%Q2 2013Q3 202339
JPMORGAN CHASE & CO 3210.00%0.00%0.01%Q2 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.01%0.07%0.15%Q1 2014Q3 202339
ADIRONDACK TRUST CO 39390.00%0.79%1.15%Q1 2014Q3 202339
Quantum Capital Management, LLC / NJ 38380.01%0.05%0.12%Q2 2013Q3 202238
UNITED SERVICES AUTOMOBILE ASSOCIATION 38380.10%0.24%0.55%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.02%Q2 2013Q3 202238
M&T BANK CORP 37370.00%0.00%0.03%Q2 2014Q2 202337
HighTower Advisors, LLC 26110.00%0.12%0.29%Q2 2014Q3 202337
Allworth Financial LP 37370.00%0.18%2.11%Q3 2014Q3 202337
Greenwich Wealth Management LLC 36360.02%0.27%0.66%Q4 2014Q3 202336
Kiwi Wealth Investments Limited Partnership 3150.02%3.13%19.27%Q3 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.08%0.17%Q4 2013Q3 202336
AllSquare Wealth Management LLC 36360.24%0.80%1.19%Q4 2014Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.18%0.44%1.30%Q4 2014Q3 202336
PINNACLE ASSOCIATES LTD 36360.01%0.04%0.08%Q4 2014Q3 202336
VANGUARD GROUP INC 3330.00%0.00%0.04%Q1 2014Q3 202336
Columbia Asset Management 2260.16%0.28%0.40%Q4 2013Q3 202336
Zhang Financial LLC 36360.13%1.15%4.59%Q4 2014Q3 202336
UBS Group AG 36360.01%0.04%0.06%Q4 2014Q3 202336
KWMG, LLC 36360.10%1.03%3.80%Q4 2014Q3 202336
D.A. DAVIDSON & CO. 36360.01%0.20%0.37%Q4 2014Q3 202336
Roundview Capital LLC 3140.07%0.14%0.22%Q4 2014Q3 202335
Carlton Hofferkamp & Jenks Wealth Management, LLC 35350.80%1.17%2.72%Q1 2015Q3 202335
Ashfield Capital Partners, LLC 35350.01%0.29%0.62%Q1 2014Q3 202235
First Horizon Advisors, Inc. 35350.01%0.10%0.32%Q1 2015Q3 202335
Klingman & Associates, LLC 2870.00%0.17%0.78%Q4 2014Q3 202335
Bragg Financial Advisors, Inc 35350.06%0.57%1.12%Q1 2015Q3 202335
PETTYJOHN, WOOD & WHITE, INC 35350.10%0.33%0.54%Q1 2015Q3 202335
Smith & Howard Wealth Management, LLC 2420.19%0.36%0.92%Q2 2013Q3 202335
CAPTRUST FINANCIAL ADVISORS 3230.01%0.15%0.93%Q4 2014Q3 202335
Fiduciary Group LLC 34340.22%1.01%2.28%Q2 2015Q3 202334
New England Private Wealth Advisors LLC 1820.06%0.21%0.94%Q3 2013Q3 202334
STIFEL FINANCIAL CORP 2810.00%0.03%0.06%Q4 2014Q3 202334
Coyle Financial Counsel LLC 24100.02%4.83%12.31%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
Ameritas Investment Partners, Inc. 2850.00%0.04%0.40%Q3 2013Q3 202333
ROCKY MOUNTAIN ADVISERS, LLC 33330.00%0.04%0.06%Q3 2015Q3 202333
QS Investors, LLC 33330.09%0.65%1.25%Q2 2013Q2 202133
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2850.02%0.05%0.07%Q2 2013Q3 202333
CIBC Private Wealth Group, LLC 20130.00%0.00%0.01%Q2 2015Q3 202333
LBJ Family Wealth Advisors, Ltd. 33330.32%0.46%0.58%Q4 2015Q4 202333
OGOREK ANTHONY JOSEPH /NY/ /ADV 1840.07%5.39%16.70%Q1 2015Q3 202333
GLENMEDE TRUST CO NA 2140.00%0.01%0.08%Q3 2014Q3 202333
First PREMIER Bank 32320.03%0.06%0.09%Q4 2015Q3 202332
Stratos Wealth Partners, LTD. 32320.02%1.96%4.35%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.19%0.36%0.75%Q4 2015Q3 202332
Truepoint, Inc. 32320.03%0.12%0.25%Q4 2015Q3 202332
First Heartland Consultants, Inc. 2930.03%0.13%0.25%Q1 2014Q3 202332
B. Riley Wealth Advisors, Inc. 32320.02%0.09%0.30%Q4 2015Q3 202332
WEIK CAPITAL MANAGEMENT 32320.21%0.39%0.53%Q4 2015Q3 202332
Clarius Group, LLC 32320.07%0.44%2.72%Q4 2015Q3 202332
Betterment LLC 3010.00%0.01%0.09%Q2 2015Q3 202332
WHITTIER TRUST CO OF NEVADA INC 32320.00%0.00%0.01%Q4 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.03%Q2 2015Q3 202331
Cetera Advisor Networks LLC 21100.02%0.19%0.49%Q4 2015Q3 202331
IFP Advisors, Inc 17140.02%0.05%0.11%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.04%0.18%Q1 2016Q3 202331
Cetera Investment Advisers 31310.10%0.68%1.46%Q1 2016Q3 202331
Brinker Capital Investments, LLC 31310.01%0.13%1.43%Q4 2014Q2 202231
Waldron Private Wealth LLC 30300.04%0.14%0.55%Q2 2016Q3 202330
NEXT Financial Group, Inc 16140.01%0.38%1.33%Q2 2014Q4 202130
LEAVELL INVESTMENT MANAGEMENT, INC. 30300.03%0.54%0.77%Q2 2016Q3 202330
WOLVERINE TRADING, LLC 910.00%0.00%0.00%Q3 2016Q3 202230
Bank of New York Mellon Corp 2730.00%0.00%0.00%Q2 2015Q3 202330
STEPHENS INC /AR/ 1350.01%0.04%0.20%Q3 2013Q3 202330
Homrich & Berg 30300.68%5.45%10.50%Q2 2014Q3 202130
Avior Wealth Management, LLC 2550.00%0.13%0.81%Q1 2016Q3 202330
Johnson Financial Group, Inc. 30300.07%0.10%0.13%Q2 2016Q3 202330
SIGNATUREFD, LLC 30300.01%4.77%15.19%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.81%1.38%Q2 2013Q3 202030
Sigma Planning Corp 30300.02%0.04%0.06%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.29%0.76%1.28%Q2 2016Q3 202330
Roble, Belko & Company, Inc 30300.46%5.58%7.70%Q2 2016Q3 202330
Allen Investment Management, LLC 30300.24%1.43%4.48%Q2 2016Q3 202330
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
ELM ADVISORS, LLC 30300.42%1.48%2.26%Q4 2014Q1 202230
BOSTON FAMILY OFFICE LLC 30300.11%0.23%0.36%Q2 2016Q3 202330
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 30300.28%2.61%5.33%Q2 2016Q3 202330
SOL Capital Management CO 30300.08%0.85%1.32%Q2 2016Q3 202330
Asset Dedication, LLC 2310.01%0.15%1.24%Q4 2015Q3 202329
Janney Montgomery Scott LLC 2710.01%0.03%0.10%Q4 2014Q3 202329
ALLIANCEBERNSTEIN L.P. 19100.00%0.01%0.04%Q1 2015Q3 202329
MONTAG A & ASSOCIATES INC 17120.02%0.09%0.27%Q4 2014Q3 202329
Chevy Chase Trust Holdings, LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
Coastline Trust Co 29290.03%0.10%0.18%Q1 2015Q1 202229
HALL LAURIE J TRUSTEE 1330.33%0.54%0.78%Q4 2015Q3 202329
Aureus Asset Management, LLC 2450.04%0.10%0.17%Q4 2014Q1 202229
Bartlett & Co. LLC 1470.00%0.01%0.02%Q2 2016Q4 202329
NAPLES GLOBAL ADVISORS, LLC 29290.08%0.11%0.16%Q3 2016Q3 202329
Cornerstone Wealth Management, LLC 2511.58%2.38%3.57%Q1 2016Q3 202329
MISSION WEALTH MANAGEMENT, LP 28280.02%0.07%0.15%Q4 2016Q3 202328
Cedar Wealth Management, LLC 28280.02%3.70%8.37%Q4 2015Q3 202228
DEUTSCHE BANK AG\ 2260.00%0.00%0.00%Q3 2013Q3 202328
Alexandria Capital, LLC 28280.04%0.09%0.26%Q2 2013Q1 202028
CWM, LLC 1730.00%0.01%0.02%Q4 2015Q3 202328
GFS Advisors, LLC 28280.14%0.72%1.12%Q4 2016Q3 202328
WP Advisors, LLC 28280.18%0.36%0.59%Q4 2016Q3 202328
Summit Asset Management, LLC 28280.13%0.25%0.42%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.18%0.28%0.46%Q4 2016Q3 202328
BROWN ADVISORY INC 28280.00%0.00%0.00%Q4 2016Q3 202328
Ancora Advisors LLC 16120.00%0.01%0.03%Q4 2015Q3 202328
V Wealth Advisors LLC 16120.04%0.36%0.84%Q3 2016Q3 202328
OPPENHEIMER & CO INC 2710.01%0.03%0.05%Q3 2016Q3 202328
Evanson Asset Management, LLC 2440.09%0.33%0.83%Q2 2016Q3 202328
Pacific Center for Financial Services 2430.26%2.07%4.33%Q4 2016Q3 202327
VALLEY NATIONAL ADVISERS INC 2610.02%0.10%0.48%Q4 2015Q3 202327
Steward Partners Investment Advisory, LLC 2610.00%0.09%0.30%Q4 2016Q3 202327
Parallel Advisors, LLC 27270.00%0.10%0.33%Q1 2017Q3 202327
Highland Private Wealth Management 1890.28%3.45%12.43%Q4 2015Q3 202227
Landmark Financial Advisors, LLC 27270.15%0.73%4.66%Q2 2015Q4 202127
Global Retirement Partners, LLC 2070.03%0.08%0.30%Q4 2016Q3 202327
Sicart Associates LLC 27270.26%0.81%1.76%Q1 2017Q3 202327
Cambridge Advisors Inc. 27270.17%0.22%0.29%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27270.16%2.20%3.27%Q2 2015Q4 202127
MML INVESTORS SERVICES, LLC 27270.03%0.19%0.37%Q1 2017Q3 202327
RKL Wealth Management LLC 2610.10%0.27%0.54%Q4 2016Q3 202327
PLANNING ALTERNATIVES LTD /ADV 27270.04%5.88%25.80%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.13%0.30%Q2 2013Q4 201927
Capital Advantage, Inc. 15111.61%3.09%5.53%Q3 2015Q1 202226
Patriot Financial Group Insurance Agency, LLC 26260.04%0.19%0.32%Q2 2017Q3 202326
Jacobi Capital Management LLC 1610.00%0.02%0.07%Q2 2016Q2 202326
BESSEMER GROUP INC 2510.00%0.01%0.03%Q3 2015Q3 202326
SCOTIA CAPITAL INC. 26260.00%0.01%0.02%Q2 2017Q3 202326
Capstone Financial Advisors, Inc. 26260.72%5.33%9.86%Q2 2017Q3 202326
Cetera Advisors LLC 2330.03%0.40%0.88%Q1 2017Q3 202326
PINNACLE FINANCIAL PARTNERS INC 26260.03%0.07%0.14%Q2 2017Q3 202326
Essex Financial Services, Inc. 1630.07%0.19%0.40%Q4 2016Q3 202326
Estate Counselors, LLC 2420.04%0.25%1.35%Q4 2016Q2 202326
Dorsey & Whitney Trust CO LLC 15110.16%0.34%0.49%Q4 2013Q3 202326
Anchor Investment Management, LLC 26260.00%0.03%0.06%Q3 2017Q4 202326
Aveo Capital Partners, LLC 1410.12%0.26%0.45%Q4 2016Q3 202326
WHITTIER TRUST CO 26260.00%0.00%0.00%Q2 2017Q3 202326
GIRARD PARTNERS LTD. 1610.04%1.46%5.66%Q2 2016Q3 202325
Wealthcare Advisory Partners LLC 1130.01%0.02%0.11%Q2 2016Q3 202325
First National Bank of Mount Dora, Trust Investment Services 25250.20%0.27%0.34%Q4 2017Q4 202325
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.03%0.18%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.06%0.99%2.41%Q3 2017Q3 202325
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 2410.06%5.42%10.00%Q2 2013Q3 201925
LINCOLN NATIONAL CORP 25250.01%0.04%0.07%Q3 2017Q3 202325
HARVEST CAPITAL MANAGEMENT INC 25250.67%1.26%2.20%Q2 2013Q2 201925
Burt Wealth Advisors 25250.00%0.15%3.36%Q4 2014Q4 202025
Bray Capital Advisors 2320.00%0.00%0.01%Q2 2015Q3 202325
COMERICA BANK 2310.00%0.15%0.30%Q4 2014Q3 202325
C M BIDWELL & ASSOCIATES LTD 24240.10%2.12%4.63%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.03%0.19%0.44%Q4 2017Q3 202324
Successful Portfolios LLC 24240.69%0.79%0.97%Q4 2017Q3 202324
Heritage Wealth Advisors 24240.01%0.07%0.32%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.22%0.74%1.18%Q4 2017Q3 202324
OPTIMUM INVESTMENT ADVISORS 24240.05%0.07%0.09%Q1 2018Q4 202324
FIRST HAWAIIAN BANK 2110.07%0.24%0.46%Q4 2013Q3 202324
McIlrath & Eck, LLC 24240.00%0.02%0.10%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 1680.00%0.00%0.00%Q3 2017Q3 202324
WEST PACES ADVISORS INC. 24240.00%0.03%0.07%Q4 2017Q3 202324
Plante Moran Financial Advisors, LLC 1140.01%0.03%0.20%Q3 2016Q3 202324
FIRST MANHATTAN CO. LLC. 24240.00%0.00%0.02%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.36%1.00%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.05%1.33%2.87%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.20%0.52%Q4 2017Q3 202324
Kovack Advisors, Inc. 13110.02%0.12%0.34%Q4 2016Q3 202324
UNITED BANK 24240.14%0.26%0.45%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24243.87%5.67%6.86%Q4 2017Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24240.11%1.20%4.47%Q4 2017Q3 202324
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24240.25%0.56%1.01%Q4 2017Q3 202324
Linscomb & Williams, Inc. 24240.04%0.19%0.28%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.00%0.00%0.01%Q3 2017Q3 202324
IHT Wealth Management, LLC 1950.00%0.11%0.31%Q4 2016Q3 202324
Gradient Capital Advisors, LLC 24241.38%1.86%2.29%Q4 2017Q3 202324
Nikulski Financial, Inc. 24240.29%0.80%1.41%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 710.00%0.02%0.27%Q2 2013Q2 202324
BARCLAYS PLC 1440.00%0.01%0.02%Q2 2017Q3 202324
NewEdge Advisors, LLC 2310.00%0.19%0.59%Q2 2017Q3 202324
Financial Advisors Network, Inc. 1711.58%2.58%4.01%Q4 2016Q3 202324
HoyleCohen, LLC 24240.06%0.36%0.60%Q4 2017Q3 202324
Lee Financial Co 24240.00%0.01%0.03%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.02%0.29%5.78%Q4 2017Q3 202324
FIDUCIENT ADVISORS LLC 24241.04%7.53%10.46%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.09%0.13%0.17%Q4 2017Q3 202324
Tanglewood Wealth Management, Inc. 24241.10%4.78%8.10%Q1 2016Q4 202124
Avantax Planning Partners, Inc. 2110.01%0.39%1.31%Q4 2016Q3 202324
FRANKLIN RESOURCES INC 1760.00%0.00%0.03%Q2 2017Q3 202323
WoodTrust Financial Corp 23230.14%0.31%1.02%Q1 2018Q3 202323
Private Ocean, LLC 23230.00%0.04%0.29%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.01%0.18%0.34%Q1 2018Q3 202323
Jackson, Grant Investment Advisers, Inc. 1670.01%0.05%0.15%Q4 2017Q3 202323
FLOW TRADERS U.S. LLC 910.00%1.96%20.43%Q3 2013Q4 202223
GAMBLE JONES INVESTMENT COUNSEL 23230.03%0.60%0.83%Q2 2017Q4 202223
NWAM LLC 23230.02%0.15%0.54%Q1 2018Q3 202323
BRIGHTON JONES LLC 1440.03%0.17%0.30%Q2 2017Q3 202323
WIMMER ASSOCIATES 1, LLC 23230.20%0.37%0.62%Q1 2018Q3 202323
COLONY GROUP LLC 2010.02%0.25%0.67%Q2 2015Q3 202323
Peregrine Asset Advisers, Inc. 1810.05%0.14%0.21%Q2 2014Q4 202023
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 23230.05%0.08%0.10%Q3 2015Q1 202123
WMS Partners, LLC 1910.04%0.34%0.63%Q4 2015Q1 202223
Bedel Financial Consulting, Inc. 23230.18%0.38%0.67%Q4 2017Q2 202323
Certified Advisory Corp 11110.00%0.08%0.22%Q4 2017Q3 202322
Main Management LLC 2110.05%1.01%2.58%Q1 2018Q3 202322
Clearstead Advisors, LLC 22220.02%0.07%0.30%Q2 2018Q3 202322
HOLLENCREST CAPITAL MANAGEMENT 2110.12%0.14%0.21%Q3 2014Q3 202322
Rehmann Capital Advisory Group 1570.01%0.03%0.06%Q1 2018Q3 202322
PATHSTONE FAMILY OFFICE, LLC 22220.00%0.14%0.41%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.05%Q2 2018Q3 202322
TCI Wealth Advisors, Inc. 22220.00%0.08%0.12%Q4 2017Q1 202322
JANE STREET GROUP, LLC 810.00%0.08%0.45%Q3 2014Q3 202322
OneDigital Investment Advisors LLC 1930.00%0.07%0.15%Q1 2018Q3 202322
Verity Asset Management, Inc. 1750.24%1.84%4.58%Q1 2018Q3 202322
Manchester Capital Management LLC 1570.00%0.03%0.20%Q2 2013Q3 202322
WEDBUSH SECURITIES INC 22220.02%0.05%0.09%Q2 2018Q3 202322
CreativeOne Wealth, LLC 22220.05%0.19%0.53%Q2 2018Q3 202322
VICTORY CAPITAL MANAGEMENT INC 1420.00%0.00%0.01%Q4 2014Q2 202322
RETIREMENT CAPITAL STRATEGIES 2110.10%11.70%13.99%Q4 2014Q2 202222
Neuberger Berman Group LLC 2110.00%0.00%0.00%Q1 2014Q3 202322
SIMON QUICK ADVISORS, LLC 1750.00%0.02%0.19%Q4 2016Q2 202222
Belpointe Asset Management LLC 1930.04%0.18%0.28%Q3 2017Q1 202322
Paracle Advisors, LLC 1330.06%0.19%0.56%Q3 2015Q1 202121
CENTAURUS FINANCIAL, INC. 2010.01%0.33%0.61%Q2 2018Q3 202321
Sunesis Advisors, LLC 2013.43%5.77%7.35%Q2 2018Q3 202321
Aevitas Wealth Management, Inc. 21210.12%1.29%3.09%Q4 2017Q4 202221
Barber Financial Group, Inc. 21210.26%0.50%0.71%Q4 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.12%0.33%0.46%Q3 2018Q3 202321
CIBC WORLD MARKET INC. 1310.00%0.00%0.00%Q1 2017Q3 202321
Cranbrook Wealth Management, LLC 21210.00%0.00%0.02%Q3 2018Q3 202321
Filament LLC 1650.19%1.35%5.14%Q4 2014Q3 202021
TD Capital Management LLC 21210.00%1.20%1.64%Q3 2018Q3 202321
OLD MISSION CAPITAL LLC 410.02%0.76%2.60%Q4 2014Q4 202221
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21214.91%12.26%18.08%Q4 2017Q4 202221
TIEDEMANN ADVISORS, LLC 21210.08%0.20%0.42%Q3 2018Q3 202321
Community Bank, N.A. 21210.02%0.03%0.03%Q3 2018Q3 202321
Cordasco Financial Network 21210.14%0.22%0.35%Q2 2017Q2 202221
StoneX Group Inc. 1710.10%0.18%0.36%Q2 2017Q3 202321
PROFFITT & GOODSON INC 21210.03%0.27%0.42%Q3 2018Q3 202321
Mariner, LLC 2010.01%0.03%0.06%Q1 2016Q3 202321
JNBA Financial Advisors 1110.00%0.05%0.87%Q3 2016Q3 202321
Dana Investment Advisors, Inc. 1830.01%0.02%0.04%Q3 2015Q3 202321
Pinnacle Bancorp, Inc. 20200.03%0.06%0.09%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20201.63%2.95%4.66%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.02%0.47%1.23%Q4 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.28%0.80%1.38%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.16%0.70%Q4 2018Q3 202320
Northstar Group, Inc. 20200.11%0.31%0.62%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.07%0.16%0.23%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.17%0.28%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.02%Q4 2014Q2 201920
Traverso Chambers Private Wealth Management, LLC 20200.17%0.43%1.12%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.09%0.13%Q4 2018Q3 202320
Caprock Group, LLC 20200.68%2.05%3.05%Q4 2018Q3 202320
Veritable, L.P. 1420.00%0.01%0.05%Q3 2013Q2 202320
Brio Consultants, LLC 20200.08%1.68%6.34%Q4 2018Q3 202320
UNIVEST FINANCIAL Corp 15511.14%12.82%13.96%Q3 2018Q3 202320
Elwood & Goetz Wealth Advisory Group, LLC 20201.22%6.09%13.81%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.08%0.14%Q4 2017Q3 202220
Dougherty Wealth Advisers LLC 20200.04%1.46%4.87%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.01%1.14%2.30%Q4 2018Q3 202320
Haverford Trust Co 20200.05%0.26%1.12%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.05%0.18%0.60%Q4 2014Q3 201920
Lindbrook Capital, LLC 20206.21%9.96%14.27%Q4 2018Q3 202320
Callan Capital, LLC 20200.30%1.87%5.71%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.04%0.13%0.29%Q4 2017Q4 202220
Providence First Trust Co 20200.30%0.89%1.20%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.06%0.21%0.80%Q4 2018Q3 202320
LEVEL FOUR ADVISORY SERVICES, LLC 1640.02%0.04%0.07%Q3 2017Q3 202320
Capital Investment Advisory Services, LLC 1270.03%0.08%0.60%Q4 2018Q3 202319
Sowell Financial Services LLC 1030.03%0.31%0.98%Q3 2018Q3 202319
Simmons Bank 1270.02%0.02%0.04%Q1 2017Q1 202219
CRA Financial Services, LLC 19190.11%0.16%0.23%Q1 2019Q3 202319
BRANDYWINE OAK PRIVATE WEALTH LLC 1450.04%0.11%0.18%Q4 2018Q3 202319
Mutual Advisors, LLC 1810.01%0.10%0.27%Q4 2017Q3 202319
WEBSTER BANK, N. A. 1450.00%0.01%0.01%Q4 2016Q4 202219
Intersect Capital LLC 19190.06%0.12%0.21%Q4 2017Q2 202219
Garde Capital, Inc. 1110.01%0.03%0.06%Q3 2017Q2 202319
COMERICA SECURITIES,INC. 19190.02%0.07%0.14%Q1 2019Q3 202319
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%0.03%0.12%Q4 2014Q1 202119
FORTE CAPITAL LLC /ADV 1450.13%0.23%0.30%Q3 2014Q1 202019
Perigon Wealth Management, LLC 1610.00%0.17%0.27%Q3 2011Q3 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.01%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.11%0.34%Q1 2019Q3 202319
PARSONS CAPITAL MANAGEMENT INC/RI 910.02%0.05%0.09%Q1 2015Q3 202319
DT Investment Partners, LLC 19190.03%0.04%0.05%Q1 2019Q3 202319
BB&T SECURITIES, LLC 19190.02%0.05%0.08%Q1 2015Q3 201919
TSFG, LLC 19190.01%0.03%0.14%Q1 2019Q3 202319
SVA Wealth Management, LLC 1540.05%3.18%10.11%Q2 2014Q4 202019
Empirical Finance, LLC 1810.00%0.20%0.41%Q4 2016Q3 202319
Private Capital Group, LLC 19190.09%0.14%0.30%Q4 2017Q2 202219
Winch Advisory Services, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Kovitz Investment Group Partners, LLC 19190.01%0.04%0.17%Q1 2019Q3 202319
Wealthspire Advisors, L.P. 1540.01%0.12%1.65%Q4 2015Q3 202019
Commonwealth Equity Services, Inc 18180.04%0.08%0.16%Q2 2013Q3 201718
Paragon Capital Management Ltd 18180.16%0.45%0.74%Q3 2017Q4 202118
TIAA, FSB 1080.00%0.00%0.01%Q2 2017Q2 202318
Western Wealth Management, LLC 1080.03%0.07%0.21%Q1 2019Q3 202318
Angeles Investment Advisors, LLC 18180.21%1.21%4.46%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 18180.04%0.29%0.58%Q2 2019Q3 202318
BRINKER CAPITAL INC 18180.01%1.05%3.25%Q3 2015Q4 201918
AE Wealth Management LLC 1710.01%0.03%0.06%Q1 2019Q3 202318
Cribstone Capital Management, LLC 1710.00%0.02%0.03%Q2 2016Q2 202218
DFPG INVESTMENTS, LLC 18180.23%1.16%3.51%Q2 2019Q3 202318
JANICZEK WEALTH MANAGEMENT, LLC 1350.00%0.03%0.17%Q2 2018Q3 202318
Gladstone Institutional Advisory LLC 18180.01%0.13%0.58%Q4 2018Q1 202318
Personal Capital Advisors Corp 1260.00%0.03%0.37%Q1 2018Q4 202218
Larson Financial Group LLC 18180.00%0.01%0.04%Q2 2019Q3 202318
BOYS ARNOLD & CO INC 18180.04%0.08%0.16%Q1 2014Q2 201818
Global Endowment Management, LP 18182.23%6.14%14.21%Q2 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.10%0.13%0.22%Q1 2019Q3 202318
Chicago Partners Investment Group LLC 1210.00%0.10%0.18%Q1 2016Q3 202317
STEEL GROVE CAPITAL ADVISORS, LLC 17170.06%0.87%2.82%Q1 2016Q1 202017
Cedar Brook Financial Partners, LLC 1160.07%0.38%0.62%Q2 2019Q3 202317
CWA Asset Management Group, LLC 17170.05%0.10%0.27%Q3 2019Q3 202317
Altavista Wealth Management, Inc. 17170.10%0.16%0.26%Q4 2017Q4 202117
Gradient Investments LLC 810.00%0.00%0.01%Q1 2014Q3 202317
TRUIST FINANCIAL CORP 1610.00%0.01%0.02%Q2 2016Q3 202317
Pacifica Partners Inc. 17170.03%0.10%0.23%Q4 2019Q4 202317
Boothe Investment Group, Inc. 1077.09%10.49%15.61%Q2 2018Q3 202217
Laird Norton Wetherby Wealth Management, LLC 1520.02%0.04%0.08%Q2 2019Q3 202317
EVOKE WEALTH, LLC 17170.00%0.01%0.08%Q3 2019Q3 202317
KINGS POINT CAPITAL MANAGEMENT 17170.00%0.01%0.01%Q1 2018Q1 202217
Claro Advisors LLC 920.06%0.17%0.39%Q4 2018Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q2 2018Q2 202217
HUNTINGTON NATIONAL BANK 1110.00%0.01%0.02%Q2 2016Q3 202317
SUNTRUST BANKS INC 1610.00%0.01%0.04%Q3 2013Q3 201917
BOURGEON CAPITAL MANAGEMENT LLC 17170.02%0.02%0.04%Q3 2019Q3 202317
FIFTH THIRD SECURITIES, INC. 710.18%0.52%0.64%Q2 2016Q3 202317
Comprehensive Financial Management LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16160.46%1.91%7.39%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.14%1.70%2.16%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16160.81%1.19%1.43%Q4 2019Q3 202316
Archer Investment Corp 16160.02%0.15%0.31%Q4 2019Q3 202316
Ballentine Partners, LLC 1310.01%0.03%0.14%Q4 2015Q4 202116
First Ascent Asset Management, LLC 16165.53%7.93%16.34%Q4 2019Q3 202316
Arete Wealth Advisors, LLC 16160.07%0.71%1.85%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.14%0.16%0.19%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.06%0.10%0.26%Q4 2019Q3 202316
Gleason Group, Inc. 16166.53%7.41%8.39%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.04%0.47%Q4 2019Q3 202316
RITHOLTZ WEALTH MANAGEMENT 810.01%0.08%0.20%Q4 2016Q3 202316
S.A. Mason LLC 16160.14%0.24%0.28%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.01%0.20%1.04%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.31%0.95%5.87%Q4 2019Q3 202316
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 930.01%0.78%1.24%Q4 2015Q1 202016
BAHL & GAYNOR INC 16160.00%0.00%0.00%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q4 2015Q1 202316
CAROLINAS WEALTH CONSULTING LLC 16160.03%0.11%0.38%Q4 2019Q3 202316
Independence Bank of Kentucky 16160.12%0.61%0.96%Q4 2019Q3 202316
Legacy Advisors, LLC 1420.04%1.98%3.34%Q4 2016Q3 202316
Independent Family Office, LLC 16160.31%0.43%0.54%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.05%Q4 2019Q3 202316
Avalon Advisory Group 16160.64%1.01%2.03%Q4 2019Q3 202316
Cairn Investment Group, Inc. 16160.32%6.56%9.90%Q4 2019Q3 202316
PRIVATE TRUST CO NA 720.01%0.05%0.13%Q1 2013Q3 202316
TWO SIGMA SECURITIES, LLC 310.01%0.11%0.62%Q1 2015Q3 202316
Focused Wealth Management, Inc 1510.00%0.00%0.02%Q4 2017Q2 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 16160.04%0.06%0.11%Q4 2018Q3 202216
BAINCO INTERNATIONAL INVESTORS 1330.06%0.26%1.12%Q1 2013Q1 202016
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.88%4.16%7.28%Q4 2019Q3 202316
STEPH & CO 16160.03%0.17%0.51%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16161.80%6.92%14.98%Q4 2017Q3 202116
HOWARD WEALTH MANAGEMENT, LLC 16160.78%1.05%1.54%Q4 2019Q3 202316
ROBERTS GLORE & CO INC /IL/ 16160.21%0.26%0.31%Q4 2019Q3 202316
PFG Advisors 1330.04%0.11%0.19%Q4 2018Q2 202316
Hanlon Investment Management, Inc. 16160.10%0.27%0.49%Q4 2019Q3 202316
Compagnie Lombard Odier SCmA 16160.11%0.13%0.17%Q4 2013Q3 201716
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.16%0.25%0.45%Q4 2019Q3 202316
180 WEALTH ADVISORS, LLC 1240.06%0.09%0.16%Q2 2019Q3 202316
Optas, LLC 16162.43%5.84%12.91%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.64%8.31%9.63%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.12%0.32%Q4 2019Q3 202316
ROPES WEALTH ADVISORS LLC 16160.25%0.75%0.97%Q4 2019Q3 202316
Aufman Associates Inc 16160.32%0.46%0.70%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.09%0.18%0.31%Q4 2019Q3 202316
Clarity Wealth Advisors, LLC 16160.38%4.06%5.12%Q4 2019Q3 202316
Diversified Portfolios, Inc. 1410.11%0.19%0.32%Q4 2014Q3 202316
Kathmere Capital Management, LLC 16160.05%0.15%1.30%Q4 2019Q3 202316
BAILARD, INC. 16160.02%0.14%0.19%Q4 2019Q3 202316
Advisor Group, Inc. 15150.13%0.42%0.72%Q2 2016Q4 201915
N.E.W. Advisory Services LLC 1410.15%0.60%0.78%Q4 2019Q3 202315
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.37%1.74%Q3 2015Q3 202315
SENTINEL TRUST CO LBA 15150.84%7.66%10.90%Q1 2020Q3 202315
Red Door Wealth Management, LLC 15150.17%0.31%0.48%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
CWS Financial Advisors, LLC 870.40%2.37%3.42%Q4 2019Q3 202315
Bogart Wealth, LLC 15150.00%4.12%5.97%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.18%0.33%0.65%Q4 2019Q3 202315
SYM FINANCIAL Corp 15150.23%1.02%2.33%Q1 2020Q3 202315
Freestone Capital Holdings, LLC 1140.00%0.20%1.02%Q4 2015Q4 202015
Miracle Mile Advisors, LLC 870.03%0.15%0.40%Q1 2018Q3 202315
J.W. COLE ADVISORS, INC. 1410.07%0.13%0.29%Q4 2019Q3 202315
Axiom Financial Strategies, LLC 15150.57%2.60%9.41%Q1 2020Q3 202315
Verus Financial Partners, Inc. 1410.04%1.56%6.69%Q4 2019Q3 202315
Koshinski Asset Management, Inc. 510.01%0.05%0.08%Q2 2017Q3 202315
Aptus Capital Advisors, LLC 1140.01%0.02%0.03%Q4 2019Q3 202315
Asset Management Group, Inc. 15150.11%0.14%0.18%Q1 2020Q3 202315
Tolleson Wealth Management, Inc. 15150.27%0.42%0.56%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.11%0.15%0.22%Q1 2020Q3 202315
Westside Investment Management, Inc. 15150.00%0.09%0.46%Q1 2020Q3 202315
Retirement Group, LLC 1410.02%0.03%0.03%Q4 2019Q3 202315
Plancorp, LLC 15150.06%0.15%0.30%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
AF Advisors, Inc. 1050.08%0.19%0.33%Q4 2019Q3 202315
CULBERTSON A N & CO INC 15150.10%0.31%0.46%Q1 2020Q3 202315
Strategic Financial Services, Inc, 15150.08%0.09%0.10%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.06%0.10%0.13%Q1 2020Q3 202315
HM PAYSON & CO 1410.00%0.00%0.01%Q3 2019Q3 202315
FAS Wealth Partners, Inc. 15150.04%0.06%0.08%Q1 2020Q3 202315
Glassman Wealth Services 15150.03%0.11%0.18%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.03%0.13%0.18%Q4 2019Q2 202315
Apella Capital, LLC 1230.56%2.66%5.80%Q1 2020Q4 202315
CAHABA WEALTH MANAGEMENT, INC. 15151.02%2.37%2.79%Q1 2020Q3 202315
Patten Group, Inc. 15150.00%0.01%0.02%Q2 2015Q4 201815
SRS Capital Advisors, Inc. 1010.00%0.01%0.02%Q3 2018Q3 202315
Graypoint LLC 15150.02%0.11%0.29%Q1 2020Q3 202315
Winslow, Evans & Crocker, Inc. 1410.01%0.02%0.02%Q4 2013Q4 202015
Moser Wealth Advisors, LLC 1320.09%0.12%0.14%Q4 2019Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Petix & Botte Co 1230.19%0.28%0.44%Q4 2019Q3 202315
BT Wealth Management LLC 15150.23%0.56%0.94%Q4 2018Q2 202215
Proficio Capital Partners LLC 1320.10%0.13%0.17%Q2 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.38%0.42%0.47%Q1 2020Q3 202315
Greytown Advisors Inc. 710.11%0.38%0.88%Q4 2017Q3 202315
Abacus Planning Group, Inc. 15155.53%6.35%7.30%Q1 2020Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.17%0.64%1.33%Q1 2020Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.00%Q1 2015Q3 201815
EP Wealth Advisors, LLC 1040.01%0.09%0.16%Q1 2020Q3 202314
Vestmark Advisory Solutions, Inc. 14140.02%0.30%1.96%Q2 2020Q3 202314
CENTRAL TRUST Co 820.00%0.00%0.00%Q3 2015Q3 202314
MSI Financial Services Inc 1310.00%0.02%0.04%Q2 2013Q4 201614
Fisher Asset Management, LLC 610.00%0.00%0.00%Q2 2019Q3 202314
Frisch Financial Group, Inc. 1220.08%0.34%2.45%Q4 2019Q3 202314
RBF Capital, LLC 860.05%0.28%0.50%Q3 2018Q3 202314
St. Louis Trust Co 14142.56%5.01%8.34%Q2 2020Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.69%0.95%1.20%Q2 2020Q3 202314
Bridge Creek Capital Management LLC 710.09%0.18%1.00%Q4 2016Q3 202314
Waverly Advisors, LLC 610.00%0.04%0.10%Q2 2014Q3 202314
COHEN LAWRENCE B 14140.14%0.20%0.22%Q2 2020Q3 202314
KFA Private Wealth Group, LLC 1310.46%0.57%0.75%Q1 2020Q3 202314
BBR PARTNERS, LLC 1310.24%0.37%0.50%Q1 2019Q3 202314
Lion Street Advisors, LLC 950.20%0.96%2.84%Q4 2019Q3 202314
Azimuth Capital Management LLC 14140.10%0.11%0.12%Q4 2018Q1 202214
AdvicePeriod, LLC 1220.06%0.31%0.80%Q4 2017Q2 202114
S&T BANK/PA 14140.07%0.35%0.44%Q2 2020Q3 202314
IEQ CAPITAL, LLC 14140.02%0.07%0.12%Q2 2020Q3 202314
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 14140.07%0.12%0.16%Q2 2020Q3 202314
BLB&B Advisors, LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
MCF Advisors LLC 770.04%0.05%0.06%Q1 2020Q3 202314
LIBERTY WEALTH MANAGEMENT LLC 1210.05%0.11%0.15%Q4 2018Q1 202314
Gryphon Financial Partners LLC 1310.05%2.46%5.84%Q4 2017Q2 202114
Exchange Capital Management, Inc. 1040.01%0.04%0.09%Q2 2014Q3 201814
CVA Family Office, LLC 14140.02%0.04%0.07%Q1 2020Q2 202314
Parkside Financial Bank & Trust 14140.02%0.15%0.45%Q2 2020Q3 202314
Sunflower Bank, N.A. 14149.57%12.38%19.52%Q2 2020Q3 202314
Traynor Capital Management, Inc. 14140.05%0.15%0.22%Q2 2020Q3 202314
Shelter Mutual Insurance Co 14144.96%5.92%6.82%Q2 2020Q3 202314
Kingfisher Capital LLC 14140.48%0.77%0.91%Q4 2016Q1 202014
Sanctuary Wealth Management, L.L.C. 1110.60%2.41%2.92%Q1 2010Q3 202314
BDO Wealth Advisors, LLC 14140.00%0.01%0.02%Q1 2020Q2 202314
IFG Advisory, LLC 1220.02%0.09%0.43%Q3 2019Q3 202314
AJ WEALTH STRATEGIES, LLC 14140.02%0.71%2.38%Q1 2020Q2 202314
NewFocus Financial Group, LLC 13130.12%0.23%0.34%Q4 2016Q4 201913
BOK Financial Private Wealth, Inc. 13130.04%0.39%2.09%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.48%0.54%0.63%Q3 2020Q3 202313
Aberdeen Wealth Management LLC 820.33%0.78%1.10%Q4 2019Q3 202313
Stratos Wealth Advisors, LLC 13130.11%0.35%0.66%Q3 2020Q3 202313
First Command Bank 720.00%0.16%0.91%Q4 2016Q2 202313
MERITAGE PORTFOLIO MANAGEMENT 13130.04%0.07%0.09%Q3 2020Q3 202313
Prudent Man Advisors, LLC 13130.84%1.00%1.15%Q3 2020Q3 202313
MGO ONE SEVEN LLC 1010.03%0.08%0.14%Q4 2017Q3 202313
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 940.02%0.04%0.05%Q2 2020Q3 202313
BOKF, NA 940.01%0.02%0.02%Q2 2020Q3 202313
FDx Advisors, Inc. 510.01%0.11%0.33%Q3 2014Q4 202113
Columbus Macro, LLC 760.10%0.51%1.12%Q4 2018Q3 202313
WESBANCO BANK INC 1120.01%0.03%0.07%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.07%0.10%Q3 2020Q3 202313
Capital Asset Advisory Services LLC 13130.21%0.39%0.78%Q2 2019Q2 202213
Clear Perspective Advisors, LLC 13130.02%0.48%0.96%Q4 2016Q4 201913
DOWLING & YAHNKE LLC 13130.02%0.60%2.56%Q3 2019Q3 202213
Winfield Associates, Inc. 13130.00%0.00%0.01%Q4 2014Q4 201713
Efficient Advisors, LLC 1210.08%1.64%2.71%Q2 2016Q3 202313
Noven Financial Group, Inc. 920.13%0.21%0.36%Q1 2014Q3 201813
Csenge Advisory Group 1010.02%0.05%0.17%Q4 2018Q3 202313
GREENWOOD GEARHART INC 13131.71%2.14%2.87%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
Adero Partners, LLC 13130.29%1.71%7.34%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.30%0.38%0.54%Q3 2020Q3 202313
FOSTER DYKEMA CABOT & CO INC/MA 13130.03%0.03%0.06%Q3 2020Q3 202313
Mission Creek Capital Partners, Inc. 13130.29%0.42%0.56%Q3 2020Q3 202313
Clear Creek Financial Management, LLC 1030.05%0.13%0.79%Q2 2020Q3 202313
Carroll Financial Associates, Inc. 1030.00%0.01%0.04%Q2 2015Q3 202113
CAHILL FINANCIAL ADVISORS INC 910.03%0.10%0.37%Q3 2018Q3 202313
Laurel Wealth Advisors LLC 13130.00%0.05%0.11%Q3 2020Q3 202313
Baystate Wealth Management LLC 1210.00%0.00%0.01%Q2 2017Q3 202313
AMI INVESTMENT MANAGEMENT INC 760.10%0.14%0.22%Q4 2018Q1 202213
TFO Wealth Partners, LLC 910.00%0.84%1.29%Q1 2020Q3 202313
Krilogy Financial LLC 13130.03%0.07%0.16%Q1 2020Q1 202313
First Command Financial Services, Inc. 720.00%0.15%0.91%Q4 2016Q2 202313
Wellspring Financial Advisors, LLC 910.14%1.04%2.66%Q1 2020Q3 202313
CGN Advisors LLC 13130.12%0.36%0.98%Q4 2020Q4 202313
Family Firm, Inc. 810.06%0.07%0.07%Q4 2019Q3 202313
Oxler Private Wealth LLC 12120.01%0.14%0.18%Q4 2020Q3 202313
Cubic Asset Management, LLC 13130.10%0.11%0.13%Q3 2020Q3 202313
Wiser Wealth Management, Inc 13130.54%0.67%0.77%Q4 2020Q4 202313
Sandy Spring Bank 310.00%0.00%0.00%Q1 2014Q3 202312
Symphony Financial, Ltd. Co. 12120.18%0.29%0.41%Q4 2020Q3 202312
Foster Group, Inc. 12120.01%0.02%0.05%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.40%0.53%0.66%Q4 2020Q3 202312
FIRST NATIONAL BANK SIOUX FALLS 12120.21%0.28%0.32%Q3 2013Q2 201612
COREPATH WEALTH PARTNERS LLC 12120.17%0.21%0.30%Q4 2020Q3 202312
INVESTMENT CENTERS OF AMERICA INC 12120.05%0.20%0.39%Q4 2014Q3 201712
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.01%Q2 2014Q4 202212
McCarthy Asset Management, Inc. 12123.24%3.70%4.18%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.34%0.46%0.67%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.66%0.89%1.14%Q4 2020Q3 202312
Bridgeworth, LLC 12120.02%1.56%5.30%Q4 2016Q3 201912
Charter Oak Capital Management, LLC 12120.10%1.25%5.01%Q4 2020Q3 202312
MAI Capital Management 12120.04%0.05%0.06%Q4 2020Q3 202312
Arkadios Wealth Advisors 840.00%0.09%0.54%Q4 2019Q3 202312
REGIONS FINANCIAL CORP 610.00%0.00%0.02%Q4 2017Q4 202212
DUBUQUE BANK & TRUST CO 510.00%0.17%0.50%Q3 2016Q3 202312
CUE ADVISORY SERVICES, INC. 12120.22%0.26%0.30%Q4 2015Q3 201812
Laurel Wealth Planning LLC 12120.72%1.76%4.14%Q4 2020Q3 202312
CERTUITY, LLC 1020.15%0.25%0.55%Q4 2019Q3 202312
Continuum Advisory, LLC 1110.19%0.35%0.43%Q3 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.10%0.14%0.22%Q4 2020Q3 202312
Laurel Wealth Advisors, Inc. 1110.06%0.44%0.63%Q4 2017Q4 202012
Blankinship & Foster, LLC 750.09%0.50%2.84%Q4 2018Q3 202312
Annapolis Financial Services, LLC 12120.02%0.09%0.72%Q4 2020Q3 202312
Red Wave Investments LLC 12122.08%2.72%3.88%Q4 2020Q3 202312
Sigma Investment Management Co 12127.51%8.83%9.38%Q1 2016Q4 201812
MASSMUTUAL TRUST CO FSB/ADV 12120.00%0.00%0.00%Q1 2017Q4 201912
SITTNER & NELSON, LLC 12120.06%0.07%0.16%Q4 2020Q3 202312
First City Capital Management, Inc. 12120.23%0.34%0.40%Q4 2020Q3 202312
BCS Wealth Management 1010.11%0.19%0.28%Q4 2019Q3 202312
Prosperity Planning, Inc. 12120.24%0.40%0.58%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.03%0.04%Q4 2020Q3 202312
Crescent Grove Advisors, LLC 12120.20%0.25%0.32%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.08%0.12%0.20%Q4 2020Q3 202312
GREYSTONE INVESTMENT MANAGEMENT LLC 12120.17%0.25%0.32%Q1 2016Q4 201812
Marcum Wealth, LLC 12120.04%0.07%0.10%Q4 2019Q3 202212
Greenhouse Wealth Management, LLC 12123.35%3.60%3.85%Q4 2020Q3 202312
Chesley Taft & Associates LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
PEOPLES FINANCIAL SERVICES CORP. 1110.05%0.36%0.58%Q3 2018Q3 202312
McClarren Financial Advisors, Inc. 12121.99%3.39%3.94%Q4 2020Q3 202312
Mosaic Advisors LLC 121214.82%19.74%26.58%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.12%0.79%1.16%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 12120.00%0.01%0.05%Q4 2018Q3 202112
Curran Financial Partners, LLC 12121.51%2.32%3.15%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.19%0.71%1.35%Q4 2020Q3 202312
Brookstone Capital Management 1110.03%0.07%0.17%Q1 2017Q3 202312
Bath Savings Trust Co 12120.24%0.33%0.36%Q4 2020Q3 202312
HT Partners LLC 12120.08%0.09%0.10%Q4 2020Q3 202312
SEI INVESTMENTS CO 1020.00%0.00%0.00%Q1 2016Q1 201912
Sageworth Trust Co of South Dakota 12122.66%11.72%27.02%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Hemington Wealth Management 12128.95%11.88%16.08%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.18%0.29%0.37%Q4 2020Q3 202312
TWIN FOCUS CAPITAL PARTNERS, LLC 12120.24%0.50%0.84%Q2 2020Q1 202312
McQueen, Ball & Associates Inc. 12120.78%1.14%2.96%Q1 2016Q4 201812
Everhart Financial Group, Inc. 12120.65%1.01%1.27%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.12%0.15%0.17%Q4 2015Q3 201812
Fusion Family Wealth LLC 12120.01%0.01%0.01%Q1 2017Q4 201912
Savant Capital, LLC 12120.05%0.19%0.39%Q4 2020Q3 202312
Baldrige Asset Management LLC 12120.09%0.12%0.16%Q2 2020Q1 202312
Berger Financial Group, Inc 12120.07%0.09%0.13%Q4 2020Q3 202312
Smithfield Trust Co 1110.01%0.05%0.11%Q4 2015Q3 202312
Onyx Bridge Wealth Group LLC 12120.14%0.25%0.30%Q4 2020Q3 202312
Fiduciary Trust Co International of Pennsylvania 420.02%0.15%1.27%Q2 2014Q1 202012
Corundum Group, Inc. 12120.72%1.23%1.68%Q3 2020Q2 202312
Parkwood LLC 12121.30%12.28%26.81%Q4 2013Q3 201612
West Financial Advisors, LLC 12120.65%1.06%2.08%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.73%1.53%Q4 2020Q3 202312
Magnus Financial Group LLC 12120.02%0.06%0.09%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 840.01%0.02%0.03%Q1 2019Q3 202312
Sargent Bickham Lagudis LLC 1110.00%0.00%0.01%Q3 2018Q4 202212
SVB WEALTH LLC 520.00%0.01%0.03%Q2 2020Q3 202311
NORTHWEST WEALTH MANAGEMENT, LLC 1010.11%0.26%0.56%Q4 2016Q2 202111
GREAT VALLEY ADVISOR GROUP, INC. 1010.09%0.18%0.69%Q4 2018Q3 202311
DAVENPORT & Co LLC 1010.00%0.00%0.01%Q1 2018Q2 202211
Austin Private Wealth, LLC 520.04%0.18%0.92%Q4 2019Q3 202311
Sage Mountain Advisors LLC 11110.10%0.96%2.18%Q1 2021Q3 202311
TRUST CO OF VERMONT 1010.00%0.00%0.01%Q4 2017Q3 202211
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q3 202211
PALLADIUM PARTNERS LLC 810.01%0.02%0.02%Q1 2019Q1 202211
SOUTH TEXAS MONEY MANAGEMENT LTD 11110.17%0.20%0.25%Q3 2016Q1 201911
Capital Analysts, LLC 1010.00%0.06%0.08%Q1 2016Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.01%0.01%Q1 2021Q3 202311
Cornerstone Advisors, Inc. 1010.00%0.39%0.88%Q2 2016Q3 202011
MATHER GROUP, LLC. 11110.01%0.03%0.15%Q1 2021Q3 202311
Newman Dignan & Sheerar, Inc. 710.02%0.09%0.12%Q1 2017Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1013.07%3.73%7.52%Q4 2020Q3 202311
PARK AVENUE SECURITIES LLC 710.01%0.02%0.15%Q2 2016Q3 202311
Armbruster Capital Management, Inc. 1010.02%0.04%0.09%Q4 2015Q4 202111
SILVERCREST ASSET MANAGEMENT GROUP LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Financial Architects, Inc 650.00%0.01%0.03%Q2 2014Q3 201811
FULTON BANK, N.A. 11110.03%0.03%0.05%Q2 2021Q4 202311
Addison Advisors LLC 1010.07%0.12%0.20%Q4 2020Q3 202311
REGENTATLANTIC CAPITAL LLC 11110.01%0.02%0.04%Q1 2020Q3 202211
Corrigan Financial, Inc. 11110.44%4.07%7.17%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
Venture Visionary Partners LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Stonehage Fleming Financial Services Holdings Ltd 920.05%0.08%0.20%Q2 2020Q3 202311
Acropolis Investment Management, LLC 910.02%0.03%0.04%Q3 2013Q3 201811
Spire Wealth Management 11110.02%0.04%0.10%Q1 2021Q3 202311
SSI INVESTMENT MANAGEMENT LLC 11110.89%1.20%1.61%Q1 2021Q3 202311
NATIONAL PLANNING CORP 920.01%0.24%1.70%Q4 2014Q4 201711
Applied Capital LLC 11113.37%4.50%5.87%Q1 2021Q3 202311
Virtue Capital Management, LLC 1010.04%0.15%0.25%Q4 2019Q3 202311
Graves Light Lenhart Wealth, Inc. 740.01%0.02%0.04%Q4 2020Q3 202311
ACCURATE INVESTMENT SOLUTIONS, INC. 11110.01%0.01%0.01%Q3 2017Q1 202011
Financial Network Wealth Management LLC 740.18%0.52%1.05%Q4 2020Q3 202311
BLUESTEIN R H & CO LLC 11110.01%0.01%0.02%Q1 2020Q3 202211
Fortis Advisors, LLC 11110.06%3.81%9.34%Q1 2021Q3 202311
Bordeaux Wealth Advisors LLC 11112.13%2.59%3.15%Q1 2021Q3 202311
LCM Capital Management Inc 920.23%0.26%0.30%Q4 2020Q3 202311
DIVIDEND ASSETS CAPITAL, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
Ranch Capital Advisors Inc. 11110.33%0.36%0.39%Q2 2020Q4 202211
VAN DEN BERG MANAGEMENT I, INC 11110.06%0.10%0.15%Q4 2020Q2 202311
Summit Financial, LLC 820.05%0.12%0.24%Q1 2021Q3 202310
TRUE Private Wealth Advisors 610.01%0.03%0.04%Q3 2018Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10102.28%2.37%2.51%Q4 2018Q1 202110
TRUEWEALTH LLC 10100.00%0.04%0.12%Q1 2018Q2 202010
HYA Advisors, Inc 10100.16%0.24%0.28%Q1 2020Q2 202210
Brightworth 910.02%0.38%1.40%Q4 2019Q3 202210
Benchmark Wealth Management, LLC 10100.16%0.18%0.21%Q2 2021Q3 202310
DOHJ, LLC 10100.14%0.18%0.29%Q4 2019Q1 202210
Accredited Investors Inc. 910.02%0.05%0.12%Q4 2019Q3 202310
SII INVESTMENTS INC/WI 10100.02%0.03%0.03%Q2 2015Q3 201710
COMERICA SECURITIES INC 820.09%0.44%0.79%Q2 2016Q4 201810
Ten Capital Wealth Advisors, LLC 640.00%0.04%0.08%Q3 2020Q1 202310
WEBSTERROGERS FINANCIAL ADVISORS, LLC 10100.20%0.26%0.43%Q4 2020Q1 202310
STRATTON MANAGEMENT CO 10100.01%0.02%0.04%Q2 2013Q3 201510
BOENNING & SCATTERGOOD, INC. 640.04%0.18%0.38%Q2 2018Q4 202210
Rappaport Reiches Capital Management, LLC 10100.12%0.35%0.72%Q2 2021Q3 202310
Connolly Sarah T. 640.69%0.80%0.96%Q4 2020Q3 202310
SMITH CHAS P & ASSOCIATES PA CPAS 910.02%1.37%2.50%Q1 2015Q4 202110
FOSTER & MOTLEY INC 820.02%0.02%0.03%Q2 2020Q2 202310
HARBOUR INVESTMENTS, INC. 640.03%0.26%0.33%Q1 2021Q3 202310
Strategic Blueprint, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Sound Income Strategies, LLC 710.00%0.00%0.00%Q1 2020Q3 202310
MUFG Americas Holdings Corp 820.00%0.00%0.00%Q4 2018Q1 202210
First Citizens Financial Corp 820.19%0.32%0.45%Q1 2021Q3 202310
Key FInancial Inc 10100.00%0.01%0.07%Q2 2021Q3 202310
Sensible Financial Planning & Management, LLC. 730.24%0.29%0.34%Q4 2020Q2 202310
Running Point Capital Advisors, LLC 10100.50%0.74%0.96%Q2 2021Q3 202310
Sugarloaf Wealth Management, LLC 910.02%0.08%0.16%Q4 2019Q3 202310
Merit Financial Group, LLC 10100.04%0.12%0.25%Q2 2021Q3 202310
ICONIQ Capital, LLC 10100.12%0.15%0.20%Q4 2015Q1 201810
Cerity Partners LLC 10100.01%0.08%0.37%Q2 2021Q3 202310
Syverson Strege & Co 10100.00%0.00%0.00%Q4 2020Q1 202310
Allegheny Financial Group LTD 810.13%0.18%0.21%Q4 2020Q3 202310
WRAPMANAGER INC 410.08%0.34%1.06%Q4 2015Q3 202310
COMMERCE BANK 610.00%0.00%0.00%Q3 2020Q3 202310
SignalPoint Asset Management, LLC 10100.08%0.08%0.10%Q2 2021Q3 202310
OIKOS HOLDINGS LLC 10102.64%17.05%32.63%Q2 2021Q3 202310
Doyle Wealth Management 710.02%0.04%0.05%Q4 2018Q3 202210
OptiFour Integrated Wealth Management, LLC 992.20%3.00%3.77%Q4 2017Q4 20199
Pensionmark Financial Group, LLC 810.07%0.11%0.28%Q4 2018Q3 20239
Tenret Co LLC 994.55%5.85%6.89%Q2 2021Q2 20239
Sovereign Financial Group, Inc. 990.10%0.14%0.17%Q3 2021Q3 20239
Capital Group Private Client Services, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.01%0.49%0.95%Q3 2021Q3 20239
Whitcomb & Hess, Inc. 990.13%0.14%0.17%Q3 2021Q3 20239
Newman & Schimel, LLC 993.22%4.24%5.12%Q4 2020Q4 20229
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 630.01%0.03%0.05%Q1 2021Q3 20239
NVWM, LLC 990.09%0.46%0.64%Q3 2021Q3 20239
NBT BANK N A /NY 990.03%0.04%0.05%Q3 2021Q3 20239
Elm Partners Management LLC 540.00%0.00%0.01%Q1 2019Q2 20219
BFSG, LLC 990.07%0.24%0.61%Q3 2021Q3 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.03%0.04%0.04%Q1 2020Q1 20229
Roof Eidam Maycock Peralta, LLC 990.73%1.62%2.89%Q3 2021Q3 20239
Rosenberg Matthew Hamilton 990.01%0.03%0.06%Q3 2021Q3 20239
Eldridge Investment Advisors, Inc. 990.10%0.15%0.22%Q3 2021Q3 20239
Prospera Financial Services Inc 810.00%0.02%0.03%Q3 2020Q3 20239
JOYN Advisors, Inc. 990.09%0.10%0.11%Q4 2017Q4 20199
High Net Worth Advisory Group LLC 990.10%0.12%0.14%Q4 2021Q4 20239
FLAGSTAR ADVISORS INC 990.43%0.49%0.53%Q3 2021Q3 20239
Integrated Wealth Management 990.08%0.10%0.14%Q1 2015Q1 20179
Briaud Financial Planning, Inc 810.02%2.37%3.92%Q3 2020Q3 20239
WESTWOOD HOLDINGS GROUP INC 810.00%0.00%0.01%Q4 2019Q3 20229
SAM Advisors, LLC 9915.24%16.25%17.58%Q3 2021Q3 20239
LOWE BROCKENBROUGH & CO INC 990.27%0.42%0.48%Q3 2021Q3 20239
Bridgewater Advisors Inc. 720.09%0.25%0.41%Q1 2021Q3 20239
Stanford Investment Group, Inc. 990.01%0.01%0.02%Q4 2014Q4 20169
Corient Capital Partners, LLC 710.02%0.07%0.27%Q4 2016Q4 20209
Gemmer Asset Management LLC 630.00%0.00%0.01%Q2 2017Q4 20219
TRUST DEPARTMENT MB FINANCIAL BANK N A 540.00%0.01%0.02%Q2 2014Q4 20169
Edge Wealth Management LLC 990.00%0.02%0.05%Q1 2017Q1 20199
CHERRYDALE WEALTH MANAGEMENT, LLC 999.29%10.19%11.97%Q4 2021Q4 20239
Hugh Johnson Advisors LLC 991.80%3.40%4.60%Q2 2017Q2 20199
Meridian Wealth Management, LLC 810.03%0.05%0.08%Q3 2020Q3 20239
ASSETMARK, INC 610.00%0.00%0.00%Q2 2020Q3 20239
tru Independence LLC 630.00%0.04%0.11%Q4 2019Q1 20229
Karp Capital Management Corp 990.16%0.53%1.12%Q3 2020Q3 20229
CATALYST PRIVATE WEALTH, LLC 990.51%1.49%3.61%Q4 2021Q4 20239
FIDELIS iM, LLC 997.20%7.89%8.22%Q3 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.03%0.04%0.06%Q2 2021Q3 20239
Human Investing LLC 990.29%0.32%0.35%Q3 2021Q3 20239
Litman Gregory Wealth Management LLC 990.05%0.09%0.11%Q1 2016Q1 20189
Accel Wealth Management 990.02%0.03%0.05%Q1 2021Q1 20239
U.S. Capital Wealth Advisors, LLC 990.04%0.05%0.07%Q3 2021Q3 20239
WOLFF WIESE MAGANA LLC 990.02%0.03%0.03%Q3 2021Q3 20239
QUADRANT CAPITAL GROUP LLC 710.00%0.01%0.05%Q2 2020Q3 20239
PATTON ALBERTSON MILLER GROUP, LLC 990.04%0.05%0.07%Q3 2021Q3 20239
Palumbo Wealth Management LLC 990.21%0.24%0.30%Q1 2021Q1 20239
Diversified Trust Co 630.06%0.23%0.39%Q2 2013Q4 20239
Wealthfront Advisers LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Lido Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Advisory Alpha, LLC 310.01%0.09%0.30%Q4 2018Q3 20239
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.05%0.09%0.17%Q4 2021Q3 20238
Carson Advisory Inc. 880.65%0.77%1.00%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.01%0.01%Q4 2021Q3 20238
Total Clarity Wealth Management, Inc. 510.02%1.21%2.55%Q1 2021Q3 20238
Schechter Investment Advisors, LLC 881.78%2.22%2.53%Q4 2021Q3 20238
COOK WEALTH MANAGEMENT GROUP LLC 880.34%0.43%0.52%Q4 2021Q3 20238
Baker Ellis Asset Management LLC 610.04%0.13%0.22%Q2 2017Q1 20238
Tanager Wealth Management LLP 880.66%1.47%2.50%Q4 2021Q3 20238
Boyd Wealth Management, LLC 880.31%0.48%0.68%Q4 2021Q3 20238
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
Anson Capital, Inc. 880.28%0.39%0.56%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.02%0.06%Q4 2021Q3 20238
FC Advisory LLC 880.15%0.22%0.27%Q1 2022Q4 20238
Brooklyn FI, LLC 884.12%5.16%7.50%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 881.34%1.68%1.91%Q4 2018Q3 20208
THOROUGHBRED FINANCIAL SERVICES, LLC 880.06%0.09%0.11%Q4 2021Q3 20238
Facet Wealth, Inc. 880.02%0.03%0.05%Q4 2021Q3 20238
HERITAGE INVESTORS MANAGEMENT CORP 880.02%0.04%0.05%Q2 2015Q1 20178
Revolve Wealth Partners, LLC 880.71%0.85%0.99%Q4 2021Q3 20238
YHB Investment Advisors, Inc. 880.03%0.03%0.03%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.03%0.04%Q3 2020Q2 20228
NorthCrest Asset Manangement, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.38%0.47%0.65%Q4 2021Q3 20238
BHF RG Capital Inc. 880.30%0.59%0.97%Q4 2019Q3 20218
WFG Advisors, LP 310.00%0.12%0.30%Q2 2014Q2 20178
Independent Advisor Alliance 610.03%1.84%8.89%Q1 2017Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.18%0.33%0.53%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.58%0.81%0.92%Q4 2021Q3 20238
Moisand Fitzgerald Tamayo, LLC 620.00%0.00%0.00%Q3 2021Q3 20238
Fortress Wealth Management, Inc. 880.37%0.48%0.57%Q4 2021Q3 20238
Heritage Way Advisors, LLC 880.25%0.36%0.84%Q1 2020Q4 20218
Rise Advisors, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
ENTERPRISE FINANCIAL SERVICES CORP 710.00%0.21%0.39%Q1 2019Q2 20228
Institute for Wealth Management, LLC. 880.09%0.10%0.11%Q4 2020Q3 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.13%0.22%Q4 2021Q3 20238
BetterWealth, LLC 880.15%0.29%0.71%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Badgley Phelps Wealth Managers, LLC 530.01%0.14%0.35%Q3 2021Q3 20238
BADGLEY PHELPS & BELL INC 440.04%0.41%0.92%Q1 2019Q2 20218
Versant Capital Management, Inc 420.00%0.03%0.07%Q4 2015Q2 20228
Waypoint Capital Advisors, LLC 880.14%0.19%0.34%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.59%0.69%0.90%Q4 2021Q3 20238
Quent Capital, LLC 880.08%0.08%0.10%Q4 2021Q3 20238
Intelligent Financial Strategies 880.60%0.90%1.47%Q4 2021Q3 20238
M Holdings Securities, Inc. 530.02%0.06%0.12%Q1 2018Q1 20238
Pitti Group Wealth Management, LLC 880.22%0.42%0.57%Q4 2021Q3 20238
Ameritas Investment Company, LLC 530.01%0.04%0.11%Q1 2019Q3 20218
Simplicity Solutions, LLC 310.01%0.07%0.20%Q1 2019Q3 20238
EverSource Wealth Advisors, LLC 880.11%0.18%0.29%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.01%0.03%0.07%Q4 2021Q3 20238
Capital Investment Advisors, LLC 530.01%0.01%0.01%Q3 2021Q4 20238
Silver Oak Advisory Group, Inc. 882.29%2.66%2.89%Q4 2021Q3 20238
Snowden Capital Advisors LLC 710.00%0.01%0.02%Q4 2019Q2 20238
Treasure Coast Financial Planning 880.14%0.59%1.32%Q4 2021Q3 20238
OLIO Financial Planning 880.50%0.94%1.45%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.20%0.39%0.68%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.02%Q4 2020Q4 20228
Upper Left Wealth Management, LLC 880.29%0.41%0.63%Q4 2021Q3 20238
Wescott Financial Advisory Group, LLC 880.14%1.14%1.64%Q4 2021Q3 20238
HB Wealth Management, LLC 884.29%5.17%7.53%Q4 2021Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 530.04%0.08%0.13%Q1 2021Q3 20238
KEYBANK NATIONAL ASSOCIATION/OH 880.00%0.00%0.00%Q4 2021Q3 20238
KEMPER Corp 880.48%7.29%8.63%Q1 2020Q4 20218
Lindenwold Advisors, INC 887.53%8.63%9.30%Q4 2021Q3 20238
Guidant Wealth Advisors 440.06%0.09%0.16%Q3 2016Q3 20198
Morton Brown Family Wealth, LLC 880.35%0.46%0.60%Q4 2021Q3 20238
WEALTHFRONT Corp 320.00%0.01%0.04%Q2 2015Q4 20178
Family CFO Inc 889.54%10.19%10.70%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 710.05%0.07%0.11%Q4 2020Q2 20238
Starfox Financial Services, LLC 880.21%0.25%0.34%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.14%0.24%0.30%Q1 2022Q4 20238
MAYPORT, LLC 881.07%1.36%1.89%Q4 2021Q3 20238
Ascent Group, LLC 880.06%0.11%0.15%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.66%1.30%2.13%Q4 2021Q3 20238
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 880.09%0.14%0.24%Q3 2019Q2 20218
Level Financial Advisors 880.01%0.02%0.05%Q4 2021Q3 20238
Treynor Bancshares, Inc. 882.76%3.25%3.62%Q4 2021Q3 20238
Shepherd Financial Partners LLC 880.06%0.26%0.38%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.23%0.29%0.38%Q4 2021Q3 20238
CARL STUART INVESTMENT ADVISOR, INC 880.27%6.98%8.79%Q4 2021Q3 20238
Atlantic Private Wealth, LLC 885.21%6.38%8.05%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 884.35%6.55%8.55%Q4 2021Q3 20238
Blooom, Inc. 889.61%11.33%15.95%Q4 2020Q3 20228
COURIER CAPITAL LLC 880.08%0.08%0.08%Q2 2018Q1 20208
Presidio Capital Management, LLC 880.57%1.47%2.18%Q4 2021Q3 20238
Intelligence Driven Advisers, LLC 880.04%0.11%0.20%Q4 2021Q3 20238
DRW Securities, LLC 410.01%0.10%0.26%Q1 2019Q4 20228
Prime Capital Investment Advisors, LLC 620.02%0.09%0.17%Q2 2018Q3 20238
Sage Investment Advisers LLC 881.02%2.51%4.01%Q4 2021Q3 20238
Rodgers Brothers Inc. 880.14%0.16%0.19%Q4 2021Q3 20238
KAYS FINANCIAL ADVISORY CORP /ADV 710.06%0.07%0.07%Q3 2018Q3 20208
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.02%0.02%Q2 2013Q1 20158
WARNER FINANCIAL, INC 881.80%2.12%2.63%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.42%0.74%1.44%Q4 2021Q3 20238
Wedmont Private Capital 880.29%0.44%0.88%Q4 2021Q3 20238
Chanos & Co LP 881.82%2.22%3.47%Q1 2017Q4 20188
CPWM, LLC 440.03%0.04%0.05%Q2 2020Q3 20228
Crewe Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WealthShield Partners, LLC 310.03%0.22%0.49%Q4 2020Q2 20237
Navalign, LLC 771.49%1.81%2.10%Q1 2022Q3 20237
Northside Capital Management, LLC 770.11%0.12%0.13%Q3 2019Q1 20217
Wealth Architects, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Realta Investment Advisors 410.01%0.01%0.02%Q1 2019Q3 20237
Well Done, LLC 510.03%0.05%0.06%Q1 2018Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.16%0.32%0.74%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 770.14%0.20%0.26%Q4 2018Q2 20207
Rockbridge Investment Management, LCC 770.05%0.14%0.20%Q2 2020Q4 20217
Walker Financial Services, Inc. 773.04%3.76%4.08%Q1 2022Q3 20237
Orion Capital Management LLC 770.00%0.01%0.01%Q4 2020Q2 20227
CULLEN/FROST BANKERS, INC. 520.00%0.00%0.01%Q4 2020Q3 20237
BUCKHEAD CAPITAL MANAGEMENT LLC 770.95%1.01%1.08%Q1 2015Q3 20167
WMG Financial Advisors, LLC 770.56%0.82%0.95%Q4 2021Q2 20237
L.M. KOHN & COMPANY 770.09%0.11%0.12%Q1 2022Q3 20237
Allianz Asset Management GmbH 610.00%0.00%0.00%Q4 2019Q3 20217
CT Financial Advisors LLC 770.01%0.01%0.01%Q3 2015Q1 20177
BAKER TILLY WEALTH MANAGEMENT, LLC 430.04%0.12%0.28%Q4 2020Q3 20237
Renaissance Technologies 210.00%0.00%0.00%Q1 2019Q2 20237
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Investors Capital Advisory Services 610.04%0.05%0.06%Q1 2014Q2 20167
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Evanston Investments, Inc., dba Evanston Advisors 770.17%0.21%0.24%Q3 2013Q1 20157
Country Club Trust Company, n.a. 612.01%2.36%2.52%Q1 2020Q4 20217
Foothills Asset Management, Ltd. 770.28%1.55%3.13%Q3 2018Q1 20207
Summit Wealth Group, LLC 521.18%2.58%3.90%Q4 2019Q2 20237
Relative Value Partners Group, LLC 770.17%0.20%0.22%Q1 2022Q3 20237
Lee Financial Group Hawaii, Inc. 770.44%8.68%13.88%Q4 2017Q2 20197
55I, LLC 770.01%0.04%0.09%Q1 2021Q3 20227
Financial Connections Group, Inc. 770.28%0.86%2.15%Q4 2021Q2 20237
Drexel Morgan & Co. 773.20%3.66%4.92%Q1 2015Q3 20167
BNP PARIBAS FINANCIAL MARKETS 410.00%0.01%0.01%Q2 2019Q2 20237
SC&H Financial Advisors, Inc. 770.22%0.27%0.35%Q1 2022Q3 20237
Old North State Trust, LLC 610.01%0.16%0.53%Q3 2018Q3 20207
Sequoia Financial Advisors, LLC 310.01%0.01%0.02%Q2 2021Q3 20237
Fort Henry Capital, LLC 770.31%0.59%0.87%Q1 2022Q3 20237
LBMC INVESTMENT ADVISORS, LLC 770.32%0.37%0.42%Q3 2020Q1 20227
Tiller Private Wealth, Inc. 610.13%2.35%6.66%Q4 2021Q3 20237
Horan Securities, Inc. 770.00%0.08%0.54%Q4 2021Q2 20237
Bryn Mawr Capital Management, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 772.62%3.91%4.57%Q1 2022Q3 20237
Dakota Wealth Management 520.04%0.41%1.40%Q4 2018Q3 20237
Evolution Advisers, Inc. 770.03%0.03%0.03%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
WESTPORT RESOURCES MANAGEMENT INC 770.01%0.04%0.07%Q4 2014Q2 20167
1832 Asset Management L.P. 770.00%0.00%0.00%Q1 2022Q3 20237
Leelyn Smith, LLC 770.01%0.06%0.19%Q1 2022Q3 20237
Tradition Wealth Management, LLC 610.00%0.00%0.00%Q2 2021Q3 20237
Clear Perspectives Financial Planning, LLC 610.00%0.61%4.27%Q4 2020Q1 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.02%0.04%Q4 2020Q4 20227
Principle Wealth Partners LLC 510.00%0.12%0.24%Q4 2018Q3 20237
SEGALL BRYANT & HAMILL, LLC 320.00%0.00%0.00%Q1 2021Q1 20237
Northeast Financial Consultants Inc 770.09%0.10%0.11%Q1 2015Q3 20167
Wealth Quarterback LLC 410.03%0.21%0.38%Q1 1987Q3 20217
RWA WEALTH PARTNERS, LLC 320.01%0.01%0.02%Q1 2018Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q3 2017Q3 20237
Atria Wealth Solutions, Inc. 770.25%0.33%0.41%Q1 2022Q3 20237
Warwick Investment Management, Inc. 431.08%1.45%1.68%Q4 2021Q3 20237
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q4 2020Q2 20227
Alta Wealth Advisors LLC 770.48%0.51%0.54%Q1 2022Q3 20237
Allen Capital Group, LLC 610.03%0.06%0.17%Q3 2018Q1 20227
Bank of New Hampshire 770.02%0.02%0.03%Q1 2022Q3 20237
Endowment Wealth Management, Inc. 430.22%0.25%0.28%Q4 2021Q3 20237
9258 Wealth Management, LLC 770.09%1.22%2.08%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.27%0.56%0.79%Q1 2022Q3 20237
FSC Wealth Advisors, LLC 770.01%0.02%0.05%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 774.21%6.81%7.83%Q1 2022Q3 20237
PFM Asset Management LLC 774.84%10.32%12.55%Q1 2020Q3 20217
SJS Investment Consulting Inc. 520.08%0.14%0.29%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
BLUESTEM FINANCIAL ADVISORS, LLC 770.40%0.45%0.49%Q1 2022Q3 20237
NORTHWEST INVESTMENT COUNSELORS, LLC 610.00%0.01%0.02%Q1 2021Q1 20237
Cyrus J. Lawrence, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Hardy Reed LLC 610.05%2.47%4.08%Q4 2021Q3 20237
Strategies Wealth Advisors, LLC 430.07%0.09%0.13%Q4 2021Q3 20237
Hochman Cole Investment Advisors, Inc. 770.23%0.25%0.26%Q1 2020Q3 20217
UNITED BANK, INC. 770.61%0.69%0.72%Q1 2016Q3 20177
Paladin Advisory Group, LLC 770.15%0.19%0.26%Q4 2021Q2 20237
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 420.05%0.53%1.94%Q1 2020Q4 20216
Liberty Capital Management, Inc. 660.35%0.37%0.41%Q2 2022Q3 20236
EAGLE ROCK INVESTMENT COMPANY, LLC 660.06%0.06%0.06%Q2 2022Q3 20236
Hexagon Capital Partners LLC 660.00%0.00%0.01%Q2 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 410.02%0.04%0.11%Q4 2019Q3 20226
Coombe, Bender & Co LLC 667.19%7.58%8.39%Q2 2022Q3 20236
BHK Investment Advisors, LLC 660.08%0.09%0.09%Q4 2020Q1 20226
MinichMacGregor Wealth Management, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.00%Q4 2013Q1 20236
Morningstar Investment Services LLC 310.00%0.00%0.00%Q3 2018Q2 20216
Western Pacific Wealth Management, LP 420.02%0.08%0.38%Q4 2021Q2 20236
Avidian Wealth Solutions, LLC 660.54%0.73%0.90%Q3 2017Q4 20186
TimeScale Financial, Inc. 660.02%0.44%0.76%Q4 2018Q1 20206
SEAVIEW INVESTMENT MANAGERS LLC 330.07%0.08%0.12%Q3 2021Q3 20236
Royal Fund Management, LLC 660.00%0.01%0.02%Q1 2017Q2 20186
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Trek Financial, LLC 660.02%0.07%0.11%Q2 2022Q3 20236
HRT FINANCIAL LP 210.00%0.02%0.04%Q2 2019Q3 20236
Morton Capital Management LLC/CA 660.74%0.78%0.87%Q2 2022Q3 20236
Madden Advisory Services, Inc. 660.88%1.09%1.82%Q2 2022Q3 20236
Copperleaf Capital, LLC 660.48%1.05%1.51%Q2 2022Q3 20236
Kozak & Associates, Inc. 660.00%0.00%0.01%Q3 2021Q4 20226
Chesapeake Wealth Management 660.11%0.13%0.14%Q2 2022Q3 20236
JEPPSON WEALTH MANAGEMENT, LLC 510.09%0.11%0.13%Q3 2020Q1 20226
Nova R Wealth, Inc. 660.17%0.17%0.19%Q2 2022Q3 20236
FINANCIAL COUNSELORS INC 660.01%0.01%0.01%Q2 2022Q3 20236
Baldwin Investment Management, LLC 330.04%0.11%0.19%Q4 2021Q3 20236
VESTOR CAPITAL, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Rain Capital Management, LLC 510.00%0.10%0.62%Q2 2020Q4 20216
Householder Group Estate & Retirement Specialist, LLC 410.27%0.39%0.65%Q4 2021Q3 20236
Lehman & Derafelo Financial Resources LLC 330.06%0.07%0.09%Q4 2019Q2 20216
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Richard P Slaughter Associates Inc 660.14%0.20%0.27%Q2 2021Q3 20226
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Ameritas Advisory Services, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Farmers & Merchants Trust Co of Chambersburg PA 660.01%0.01%0.01%Q2 2022Q3 20236
WADDELL & ASSOCIATES, LLC 660.23%0.49%0.61%Q2 2022Q3 20236
Marion Wealth Management 660.21%0.26%0.31%Q4 2021Q1 20236
Sonora Investment Management, LLC 510.00%0.00%0.00%Q4 2018Q3 20216
AMG National Trust Bank 660.25%0.98%1.26%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Lansing Street Advisors 660.32%0.82%1.89%Q1 2022Q2 20236
Investment Advisory Group, LLC 660.20%0.30%0.36%Q2 2022Q3 20236
Hayden Royal, LLC 660.15%0.20%0.23%Q2 2019Q3 20206
Radnor Financial Advisors, LLC 661.67%2.05%2.26%Q2 2021Q3 20226
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.01%Q1 2014Q2 20156
Proquility Private Wealth Partners, LLC 210.17%0.86%2.12%Q4 2020Q3 20236
Balentine LLC 660.01%0.02%0.02%Q1 2021Q2 20226
Baker Avenue Asset Management, LP 420.00%0.02%0.03%Q4 2017Q3 20236
THOMPSON DAVIS & CO., INC. 660.01%0.02%0.02%Q2 2017Q3 20186
MANAGED ACCOUNT SERVICES INC 660.08%0.09%0.09%Q2 2020Q3 20216
Azimuth Capital Investment Management LLC 660.11%0.12%0.13%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.02%0.04%Q2 2022Q3 20236
Capital Bank & Trust Co 510.00%0.00%0.01%Q3 2017Q2 20216
FormulaFolio Investments, LLC 510.02%0.04%0.10%Q2 2015Q1 20196
NORTH STAR ASSET MANAGEMENT INC 660.01%0.03%0.04%Q2 2022Q3 20236
NORTHERN CAPITAL MANAGEMENT LLC 660.64%0.97%1.20%Q3 2017Q4 20186
Mayfair Advisory Group, LLC 330.29%0.31%0.33%Q4 2021Q3 20236
Milliman Financial Risk Management LLC 421.10%2.38%2.73%Q4 2015Q2 20176
Stephens Consulting, LLC 660.00%0.01%0.01%Q4 2021Q1 20236
Evensky & Katz LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Modera Wealth Management, LLC 210.01%0.01%0.02%Q3 2021Q3 20235
Arden Trust Co 310.02%0.07%0.15%Q1 2020Q4 20235
Forum Financial Management, LP 550.02%0.02%0.02%Q3 2022Q3 20235
EPIQ Capital Group, LLC 550.11%0.13%0.14%Q3 2022Q3 20235
Financial Sense Advisors, Inc. 310.12%3.18%6.64%Q3 2019Q2 20235
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q3 2013Q1 20175
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.02%0.06%0.09%Q3 2018Q3 20215
Global Assets Advisory, LLC 550.25%0.37%0.44%Q3 2022Q3 20235
San Luis Wealth Advisors LLC 210.10%0.16%0.30%Q4 2020Q2 20235
SAX WEALTH ADVISORS, LLC 550.04%0.07%0.09%Q4 2020Q4 20215
Iron Horse Wealth Management, LLC 210.00%0.01%0.03%Q4 2020Q3 20235
NORTHSTAR WEALTH PARTNERS LLC 550.10%0.12%0.19%Q4 2018Q4 20195
McLean Asset Management Corp 550.11%0.13%0.13%Q4 2022Q4 20235
MITCHELL MCLEOD PUGH & WILLIAMS INC 550.10%0.22%0.34%Q3 2022Q3 20235
iAB Financial Bank 550.20%0.26%0.29%Q2 2013Q2 20145
David Kennon Inc 555.15%6.04%6.54%Q3 2022Q3 20235
Prostatis Group LLC 320.20%1.96%4.76%Q4 2020Q2 20235
Faithward Advisors, LLC 410.04%0.34%0.45%Q4 2019Q1 20215
ASPIRIANT, LLC 410.01%0.02%0.03%Q1 2022Q3 20235
Gibson Wealth Advisors LLC 559.70%11.14%12.70%Q4 2021Q4 20225
CSM Advisors, LLC 550.48%0.54%0.64%Q3 2022Q3 20235
GOULD ASSET MANAGEMENT LLC /CA/ 550.10%0.12%0.14%Q4 2018Q4 20195
Kistler-Tiffany Companies, LLC 550.01%0.04%0.09%Q2 2022Q2 20235
Brown Miller Wealth Management, LLC 550.24%0.26%0.29%Q2 2021Q2 20225
B.O.S.S. Retirement Advisors, LLC 550.28%0.61%0.88%Q4 2022Q4 20235
Industrial Alliance Investment Management Inc. 550.00%0.00%0.01%Q1 2022Q1 20235
Beacon Pointe Wealth Advisors, LLC 550.11%0.13%0.16%Q4 2018Q4 20195
LIBRA WEALTH LLC 550.01%0.18%0.24%Q3 2022Q3 20235
Cordant, Inc. 320.04%0.05%0.06%Q1 2020Q1 20235
Apexium Financial, LP 550.05%0.06%0.07%Q3 2022Q3 20235
PSI Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
HC FINANCIAL ADVISORS INC 550.01%0.07%0.23%Q2 2021Q2 20225
Selective Wealth Management, Inc. 410.06%0.13%0.26%Q1 2022Q4 20235
Clearstead Trust, LLC 550.04%0.05%0.08%Q3 2022Q3 20235
Soltis Investment Advisors LLC 310.03%0.04%0.07%Q4 2021Q3 20235
INTRUST BANK NA 410.04%0.13%0.18%Q1 2017Q3 20225
Eudaimonia Partners, LLC 410.01%0.02%0.07%Q2 2020Q1 20235
FIRST COMMUNITY TRUST NA 410.12%1.33%6.17%Q4 2021Q3 20235
COLLECTIVE FAMILY OFFICE LLC 550.59%0.77%0.92%Q3 2022Q3 20235
OKABENA INVESTMENT SERVICES INC 557.96%13.41%16.54%Q3 2022Q3 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.00%0.03%0.04%Q2 2013Q3 20185
Portfolio Solutions, LLC 410.03%0.06%0.08%Q3 2020Q3 20225
Montz Harcus Wealth Management LLC 320.17%0.19%0.20%Q4 2021Q3 20235
NICOLET BANKSHARES INC 410.09%0.37%0.48%Q2 2022Q3 20235
ARQ WEALTH ADVISORS, LLC 310.13%0.15%0.18%Q4 2020Q3 20235
MEEDER ASSET MANAGEMENT INC 310.00%0.02%0.02%Q1 2020Q3 20235
Blue Chip Partners, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
Bryant Woods Investment Advisors, LLC 550.57%0.70%0.86%Q3 2022Q3 20235
Ridgewood Investments LLC 210.04%0.10%0.14%Q4 2019Q2 20235
Ledyard National Bank 550.02%0.03%0.03%Q1 2021Q1 20225
Souders Financial Advisors 550.07%2.17%2.80%Q3 2022Q3 20235
QCM Cayman, Ltd. 320.62%1.44%2.22%Q3 2020Q4 20215
James J. Burns & Company, LLC 555.38%5.89%6.36%Q3 2022Q3 20235
Kathleen S. Wright Associates Inc. 550.53%0.66%0.77%Q3 2022Q3 20235
MORGAN JESS S & CO INC 551.27%2.30%3.07%Q4 2020Q4 20215
SVB Investment Services Inc. 550.18%0.42%0.88%Q4 2019Q4 20205
Verdence Capital Advisors LLC 410.08%0.12%0.16%Q4 2018Q3 20235
CFO4Life Group, LLC 410.06%0.13%0.25%Q2 2018Q3 20235
Wealthquest Corp 550.04%0.07%0.10%Q1 2021Q1 20225
Financial Engines Advisors L.L.C. 410.00%0.00%0.00%Q2 2018Q3 20235
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Claar Advisors LLC 550.66%3.08%10.18%Q4 2018Q4 20195
Paradigm Financial Advisors, LLC 410.04%0.10%0.12%Q1 2014Q4 20215
Vantage Financial Partners Ltd., Inc. 550.26%0.30%0.32%Q3 2022Q3 20235
Intellectus Partners, LLC 550.07%0.15%0.21%Q1 2021Q1 20225
PBMares Wealth Management LLC 550.08%0.09%0.09%Q3 2022Q3 20235
Pacific Edge Advisors, LLC 550.97%1.22%1.61%Q4 2018Q4 20195
Avestar Capital, LLC 410.03%0.09%0.18%Q4 2021Q3 20235
CoreCap Advisors, LLC 550.02%0.65%1.61%Q4 2021Q4 20225
Golden State Wealth Management, LLC 310.02%0.02%0.04%Q1 2019Q3 20205
THORNBURG INVESTMENT MANAGEMENT INC 210.00%0.01%0.01%Q4 2019Q4 20225
Tradewinds, LLC. 320.18%0.18%0.19%Q2 2022Q3 20235
JANUS HENDERSON GROUP PLC 550.09%0.09%0.10%Q3 2022Q3 20235
ATTICUS WEALTH MANAGEMENT, LLC 320.00%0.01%0.01%Q1 2022Q3 20235
Spring Creek Investment Management, LLC 323.91%8.18%13.07%Q4 2018Q4 20205
Lehman Financial Resources, Inc. 410.02%0.11%0.15%Q3 2015Q3 20185
BANK OF THE WEST 550.02%0.03%0.03%Q1 2021Q1 20225
Sand Hill Global Advisors, LLC 550.02%0.05%0.14%Q4 2019Q4 20205
Tennessee Valley Asset Management Partners 551.30%1.36%1.41%Q1 2019Q1 20205
Strategic Family Wealth Counselors, L.L.C. 550.51%0.54%0.58%Q4 2018Q4 20195
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q3 2014Q3 20234
Safeguard Financial, LLC 220.12%0.30%0.57%Q1 2022Q3 20234
Global Financial Private Capital, Inc 210.00%0.01%0.01%Q4 2017Q2 20194
LYNCH & ASSOCIATES/IN 440.18%0.34%0.43%Q1 2023Q4 20234
CORA CAPITAL ADVISORS LLC 440.65%0.81%1.00%Q4 2022Q3 20234
Essex LLC 440.07%0.08%0.09%Q4 2022Q3 20234
SAGE FINANCIAL GROUP INC 440.05%0.05%0.06%Q4 2022Q3 20234
Pasadena Private Wealth, LLC 440.17%0.18%0.18%Q4 2022Q3 20234
Simon Charitable Public LLC 4414.80%19.73%23.88%Q4 2013Q3 20144
Wealth CMT 440.34%1.48%4.49%Q2 2022Q1 20234
Carl P. Sherr & Co., LLC 440.44%0.46%0.47%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.64%0.67%0.70%Q4 2022Q3 20234
Rockwood Wealth Management, LLC 440.16%0.19%0.22%Q4 2021Q3 20224
Trellis Wealth Advisors LLC 445.66%6.82%8.09%Q4 2022Q3 20234
ENTRUST GLOBAL PARTNERS L L C 443.04%3.90%4.81%Q4 2021Q3 20224
Ervin Investment Management, LLC 440.67%0.69%0.72%Q4 2022Q3 20234
Alpha Omega Wealth Management LLC 440.00%0.00%0.02%Q2 2018Q1 20194
Seed Wealth Management, Inc. 441.16%1.21%1.27%Q4 2022Q3 20234
First Bank & Trust 440.12%0.12%0.13%Q4 2022Q3 20234
WT Wealth Management 440.14%0.17%0.19%Q1 2021Q4 20214
RETIREMENT GUYS FORMULA LLC 440.26%0.39%0.72%Q4 2021Q3 20224
MAGNOLIA CAPITAL ADVISORS LLC 210.44%0.64%0.72%Q3 2020Q4 20214
WEALTH EFFECTS LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Integris Wealth Management, LLC 440.13%0.15%0.15%Q4 2022Q3 20234
Parker Financial LLC 440.17%0.19%0.20%Q4 2022Q3 20234
Gray Wealth Management Inc. 440.12%0.13%0.15%Q2 2021Q1 20224
Drystone LLC 445.75%9.39%18.24%Q4 2021Q3 20224
Vigilant Capital Management, LLC 210.01%0.01%0.01%Q2 2018Q4 20214
EVERMAY WEALTH MANAGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
KLS Professional Advisors Group, LLC 440.01%0.03%0.04%Q2 2018Q1 20194
Orcam Financial Group 440.48%1.19%2.30%Q4 2022Q3 20234
Destination Wealth Management 110.00%0.01%0.01%Q2 2018Q2 20234
Foundations Investment Advisors, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 440.02%0.02%0.03%Q2 2021Q1 20224
Alpha Cubed Investments, LLC 310.02%0.11%0.15%Q3 2017Q1 20224
Callan Family Office, LLC 441.48%1.66%1.85%Q4 2022Q3 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Mill Creek Capital Advisors, LLC 440.48%0.53%0.59%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 310.05%0.06%0.06%Q1 2022Q3 20234
Life Planning Partners, Inc 440.13%0.13%0.14%Q4 2021Q3 20224
Cyndeo Wealth Partners, LLC 440.12%0.12%0.12%Q4 2022Q3 20234
Moloney Securities Asset Management, LLC 310.27%0.34%0.40%Q4 2017Q2 20234
Firestone Capital Management 310.00%0.03%0.10%Q4 2019Q4 20204
NorthRock Partners, LLC 310.03%0.04%0.07%Q3 2019Q3 20204
Pathway Financial Advisors LLC 220.10%0.15%0.19%Q4 2020Q1 20224
B, B, H, & B INC. 440.70%0.76%0.83%Q2 2021Q1 20224
MOTCO 310.00%0.00%0.00%Q2 2021Q1 20234
RIA Advisory Group LLC 440.53%0.84%1.31%Q4 2022Q3 20234
ECLECTIC ASSOCIATES INC /ADV 441.66%1.81%1.90%Q4 2022Q3 20234
Arista Wealth Management, LLC 443.00%8.95%16.27%Q4 2022Q3 20234
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q2 2022Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.50%0.52%0.54%Q2 2022Q1 20234
Round Rock Advisors, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Ironwood Financial, llc 440.00%0.00%0.00%Q4 2020Q3 20214
Bleakley Financial Group, LLC 440.07%0.17%0.22%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 440.32%0.37%0.40%Q4 2022Q3 20234
FSA Wealth Management LLC 310.03%0.03%0.04%Q4 2019Q4 20204
KilterHowling LLC 440.31%0.32%0.34%Q4 2021Q3 20224
RFG Advisory, LLC 440.01%0.03%0.05%Q4 2021Q3 20224
American Financial Network Advisory Services LLC 220.00%0.08%0.16%Q3 2017Q1 20194
UMB Bank, n.a. 310.00%0.00%0.01%Q3 2018Q4 20224
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
Stegent Equity Advisors, Inc. 310.20%0.23%0.25%Q1 2022Q2 20234
Milestone Investment Advisors LLC 441.75%1.84%2.00%Q4 2022Q3 20234
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 440.18%0.26%0.39%Q4 2022Q3 20234
MYCIO WEALTH PARTNERS, LLC 310.00%0.03%0.05%Q4 2015Q4 20194
TOWNSQUARE CAPITAL LLC 440.01%0.06%0.17%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.03%0.05%0.06%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.19%0.23%0.32%Q4 2022Q3 20234
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Thrive Capital Management, LLC 440.14%0.18%0.24%Q4 2022Q3 20234
Rainsberger Wealth Advisors, Inc. 440.78%0.81%0.82%Q4 2022Q3 20234
Corient Private Wealth LLC 440.28%0.31%0.36%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.46%0.79%0.92%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.70%1.09%1.42%Q4 2022Q3 20234
Johnson Financial Group, LLC 440.46%0.68%0.92%Q4 2018Q3 20194
Grey Fox Wealth Advisors, LLC 440.12%0.13%0.15%Q4 2022Q3 20234
Cleary Gull Holdings Inc. 440.43%0.51%0.68%Q2 2015Q1 20164
WEST BANCORPORATION INC 440.08%0.12%0.24%Q4 2021Q3 20224
Financial Partners Group, LLC 440.21%0.22%0.23%Q4 2022Q3 20234
Financial Freedom, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
Vickerman Investment Advisors, Inc. 440.10%0.11%0.13%Q3 2021Q2 20224
INSIGNEO ADVISORY SERVICES, LLC 440.25%0.38%0.60%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.02%0.03%0.03%Q1 2021Q4 20214
Hyperion Partners, LLC 446.46%6.50%6.53%Q4 2022Q3 20234
Park Place Capital Corp 440.93%1.09%1.22%Q4 2022Q3 20234
Leeward Financial Partners, LLC 440.46%0.48%0.50%Q4 2021Q3 20224
Greenline Partners, LLC 442.40%2.73%2.90%Q4 2022Q3 20234
EASTERN BANK 440.01%0.56%0.76%Q2 2022Q1 20234
FIRST NATIONAL BANK OF OMAHA 310.01%0.03%0.06%Q4 2013Q3 20184
Kaye Capital Management 442.41%3.72%4.88%Q4 2022Q3 20234
Savior LLC 440.02%0.06%0.12%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.45%0.69%0.96%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.08%0.14%0.19%Q4 2022Q3 20234
Arkos Global Advisors 440.22%0.57%0.94%Q4 2022Q3 20234
JDM Financial Group LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Monument Capital Management 440.06%0.52%0.82%Q3 2018Q2 20194
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q2 2016Q1 20234
BEACON FINANCIAL PLANNING, INC 440.26%0.28%0.29%Q4 2022Q3 20234
Carnegie Capital Asset Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
TIAA CREF TRUST CO FSB/MO 310.01%0.01%0.01%Q2 2015Q1 20174
Bell Bank 440.08%0.12%0.14%Q2 2022Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.03%0.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.34%1.35%3.31%Q4 2022Q3 20234
EXENCIAL WEALTH ADVISORS, LLC 220.01%0.19%0.39%Q1 2021Q3 20234
SouthState Corp 440.01%0.01%0.01%Q3 2021Q2 20224
AlphaCore Capital LLC 440.12%0.20%0.33%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 441.23%1.36%1.50%Q4 2022Q3 20234
Stockman Wealth Management, Inc. 440.47%0.91%1.31%Q2 2017Q1 20184
RMB Capital Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Ulland Investment Advisors, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Louis-Dreyfus Family Office LLC 4446.42%48.15%50.94%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.25%0.43%0.60%Q4 2022Q3 20234
Systelligence, LLC 440.28%1.28%1.77%Q3 2020Q2 20214
CITIZENS FINANCIAL GROUP INC/RI 440.01%0.01%0.01%Q4 2022Q3 20234
Register Financial Advisors LLC 441.97%2.51%2.72%Q4 2022Q3 20234
Pinnacle Summer Investments, Inc. 310.00%0.00%0.00%Q3 2014Q3 20154
Whitaker-Myers Wealth Managers, LTD. 440.34%0.51%0.64%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.39%0.48%0.59%Q4 2022Q3 20234
St. James Investment Advisors, LLC 310.32%0.55%0.68%Q4 2021Q4 20224
Standpoint Asset Management, LLC 449.06%9.15%9.24%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.29%0.62%1.52%Q4 2022Q3 20234
First Command Advisory Services, Inc. 210.00%0.03%0.10%Q1 2021Q3 20234
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q1 20204
COUNTRY TRUST BANK 210.00%0.00%0.01%Q2 2015Q4 20224
All Terrain Financial Advisors, LLC 440.15%0.17%0.18%Q4 2017Q3 20184
SageView Advisory Group, LLC 440.25%0.27%0.29%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.67%0.82%0.87%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.01%0.03%Q1 2014Q4 20144
Clearwater Capital Advisors, LLC 440.05%0.06%0.08%Q3 2017Q2 20184
Creative Capital Management Investments LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Trexquant Investment LP 220.02%0.04%0.06%Q1 2021Q1 20224
Peachtree Investment Advisors, Inc. 440.02%0.03%0.04%Q3 2014Q2 20154
Family Investment Center, Inc. 441.55%1.75%1.87%Q4 2022Q3 20234
RFP Financial Group LLC 440.59%0.84%1.58%Q4 2022Q3 20234
ADE, LLC 445.01%5.09%5.18%Q4 2022Q3 20234
Tilson Financial Group, Inc. 210.52%0.57%0.59%Q4 2022Q3 20233
Vanguard Personalized Indexing Management, LLC 330.01%0.07%0.12%Q3 2021Q1 20223
Parkside Advisors LLC 330.58%0.62%0.67%Q2 2019Q4 20193
DAVIS R M INC 330.01%0.01%0.01%Q1 2023Q3 20233
FineMark National Bank & Trust 110.00%0.02%0.03%Q1 2016Q4 20223
WealthBridge Capital Management, LLC 330.09%0.15%0.19%Q4 2018Q2 20193
Auxano Advisors, LLC 330.30%0.30%0.30%Q1 2023Q3 20233
Conrad Siegel Investment Advisors, Inc. 330.12%0.31%0.55%Q1 2022Q3 20223
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Strategic Financial Concepts, LLC 331.61%2.37%3.07%Q1 2023Q3 20233
LEO BROKERAGE, LLC 210.10%0.29%0.51%Q1 2022Q2 20233
HBW ADVISORY SERVICES LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Salvus Wealth Management, LLC 330.61%0.62%0.64%Q1 2023Q3 20233
Tradewinds Capital Management, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.28%0.29%0.30%Q1 2023Q3 20233
BerganKDV Wealth Management, LLC 110.00%0.01%0.02%Q3 2018Q4 20223
Icon Wealth Partners, LLC 330.21%0.22%0.22%Q1 2023Q3 20233
BARRETT & COMPANY, INC. 330.02%0.02%0.03%Q1 2023Q3 20233
Root Financial Partners, LLC 330.81%0.90%1.06%Q1 2023Q3 20233
TCG Advisory Services, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
O'Connor Financial Group LLC 330.33%0.35%0.36%Q1 2023Q3 20233
Signature Wealth Management Group 330.00%0.00%0.00%Q1 2018Q3 20183
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 330.11%0.17%0.25%Q1 2022Q3 20223
Regency Capital Management Inc.\DE 330.02%0.02%0.02%Q4 2021Q2 20223
&PARTNERS 330.09%0.10%0.10%Q1 2023Q3 20233
Sloy Dahl & Holst, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Connecticut Wealth Management, LLC 332.31%2.50%2.69%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.04%0.05%0.07%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.02%0.04%0.06%Q4 2017Q2 20183
Grey Street Capital, LLC 330.12%0.14%0.16%Q1 2023Q3 20233
Opes Advisors Inc 330.15%0.16%0.17%Q1 2018Q3 20183
HANCOCK WHITNEY CORP 330.01%0.02%0.02%Q2 2018Q4 20183
BRYN MAWR TRUST Co 330.01%0.01%0.01%Q1 2021Q3 20213
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
Clayton Partners LLC 331.32%1.68%1.92%Q1 2023Q3 20233
Twin Tree Management, LP 330.00%0.00%0.00%Q1 2023Q3 20233
Beacon Bridge Wealth Partners, LLC 330.24%0.40%0.52%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.06%0.06%0.07%Q4 2020Q2 20213
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.14%0.26%Q4 2021Q3 20233
KELLEHER FINANCIAL ADVISORS 330.21%0.23%0.26%Q1 2023Q3 20233
Psagot Value Holdings Ltd. 330.00%0.00%0.00%Q2 2016Q4 20163
HOEY INVESTMENTS, INC 210.00%0.00%0.00%Q2 2022Q3 20233
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20193
Private Portfolio Partners LLC 330.11%0.36%0.61%Q1 2019Q3 20193
ORG Partners LLC 330.05%0.43%0.72%Q1 2023Q3 20233
Unconventional Investor, LLC 330.46%0.75%1.31%Q1 2023Q3 20233
River Wealth Advisors LLC 330.02%0.02%0.03%Q2 2018Q4 20183
FIRST CITIZENS BANK & TRUST CO 330.00%0.01%0.01%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.01%0.02%0.04%Q4 2022Q3 20233
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.30%0.35%0.40%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.03%0.03%0.04%Q4 2017Q2 20183
Kraft, Davis & Associates, LLC 210.10%0.12%0.13%Q4 2022Q3 20233
McAdam, LLC 330.02%0.03%0.03%Q1 2018Q3 20183
Lourd Capital, LLC 330.03%0.03%0.03%Q1 2015Q3 20153
InterOcean Capital Group, LLC 210.01%0.02%0.04%Q3 2022Q2 20233
ZEKE CAPITAL ADVISORS, LLC 210.06%0.10%0.16%Q1 2016Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2020Q1 20233
MARINO, STRAM & ASSOCIATES LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Antonetti Capital Management LLC 330.00%0.00%0.00%Q1 2014Q3 20143
MANCHESTER FINANCIAL INC 110.00%0.04%0.11%Q3 2020Q1 20223
Prairiewood Capital, LLC 330.22%0.24%0.26%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Essential Planning, LLC. 330.40%0.46%0.53%Q1 2023Q3 20233
25 LLC 3314.93%15.28%15.46%Q1 2023Q3 20233
THEORY FINANCIAL LLC 332.03%2.05%2.07%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.02%Q1 2023Q3 20233
Hurlow Wealth Management Group, Inc. 210.11%0.12%0.14%Q2 2021Q3 20233
Summit Trail Advisors, LLC 210.03%0.06%0.11%Q3 2021Q2 20223
ALBION FINANCIAL GROUP /UT 330.00%0.01%0.02%Q4 2021Q2 20223
Strategic Advisors LLC 330.08%0.14%0.17%Q1 2018Q3 20183
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20233
RS CRUM INC. 330.16%0.18%0.21%Q4 2021Q2 20223
NICOLET ADVISORY SERVICES, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
CoreFirst Bank & Trust 330.10%0.10%0.11%Q1 2023Q3 20233
Capital Wealth Planning, LLC 210.02%0.03%0.04%Q2 2019Q1 20203
ICA Group Wealth Management, LLC 330.02%0.03%0.06%Q4 2022Q2 20233
Geometric Wealth Advisors 330.12%0.13%0.14%Q1 2023Q3 20233
Lynch Asset Management, Inc. 330.18%0.18%0.20%Q1 2023Q3 20233
PDS Planning, Inc 210.04%0.05%0.05%Q4 2021Q3 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Vista Private Wealth Partners. LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Courage Miller Partners, LLC 330.15%0.15%0.15%Q2 2017Q4 20173
Beaumont Financial Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
GOFEN & GLOSSBERG LLC /IL/ 330.01%0.01%0.02%Q1 2021Q3 20213
LANDAAS & CO /WI /ADV 210.04%0.07%0.13%Q3 2017Q2 20183
ASSOCIATED BANC-CORP 210.01%0.01%0.01%Q3 2021Q1 20233
First Pacific Financial 210.04%0.10%0.22%Q3 2021Q3 20233
Renasant Bank 330.17%0.18%0.18%Q1 2023Q3 20233
Deseret Mutual Benefit Administrators 337.04%7.42%7.85%Q1 2020Q3 20203
Delta Financial Group, Inc. 210.22%0.29%0.34%Q4 2022Q3 20233
Quad-Cities Investment Group, LLC 330.01%0.01%0.02%Q2 2018Q4 20183
WASHINGTON TRUST Co 110.00%0.01%0.01%Q2 2018Q2 20223
Castleview Partners, LLC 110.00%0.08%0.23%Q2 2021Q3 20233
OmniStar Financial Group, Inc. 334.37%4.97%5.28%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.05%0.05%0.06%Q2 2019Q4 20193
ARVEST TRUST CO N A 330.04%0.05%0.06%Q3 2022Q1 20233
Vantage Investment Advisors, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Vise Technologies, Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
Sound View Wealth Advisors Group, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
TOMPKINS FINANCIAL CORP 330.00%0.00%0.00%Q1 2022Q3 20223
Avalon Trust Co 330.32%0.33%0.34%Q1 2023Q3 20233
EWA, LLC 330.29%0.32%0.34%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sowa Financial Group, Inc. 330.02%0.02%0.03%Q2 2020Q4 20203
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 220.14%0.14%0.15%Q4 2019Q1 20202
Wick Capital Partners, LLC 221.40%1.61%1.81%Q4 2022Q1 20232
Clark Capital Management Group, Inc. 110.11%0.13%0.15%Q3 2017Q4 20182
Kingsview Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CBIZ Investment Advisory Services, LLC 110.01%0.05%0.10%Q3 2021Q4 20222
Kohmann Bosshard Financial Services, LLC 220.20%0.22%0.23%Q2 2023Q3 20232
CCG WEALTH MANAGEMENT, LLC 220.22%0.26%0.30%Q4 2018Q1 20192
One Capital Management, LLC 220.04%0.04%0.04%Q3 2017Q4 20172
PRIVATE CAPITAL MANAGEMENT LLC 220.07%0.07%0.07%Q1 2022Q2 20222
Procyon Advisors, LLC 220.07%0.08%0.08%Q2 2021Q3 20212
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q1 2019Q3 20192
Brand Asset Management Group, Inc. 220.00%0.09%0.18%Q4 2019Q1 20202
INTEGRAL DERIVATIVES, LLC 110.01%0.03%0.04%Q4 2016Q4 20162
Y-Intercept (Hong Kong) Ltd 110.04%0.07%0.11%Q2 2022Q3 20232
CKW FINANCIAL GROUP 220.07%0.07%0.08%Q4 2016Q1 20172
BEAM WEALTH ADVISORS, INC. 221.19%1.26%1.34%Q2 2022Q3 20222
CFS Investment Advisory Services, LLC 110.00%0.03%0.05%Q1 2022Q2 20232
Partnervest Advisory Services LLC 220.02%0.02%0.02%Q1 2014Q2 20142
Lebenthal Global Advisors, LLC 220.23%0.24%0.24%Q2 2023Q3 20232
FirstPurpose Wealth LLC 110.18%0.25%0.32%Q4 2021Q4 20222
Northwest Capital Management Inc 220.03%0.04%0.04%Q2 2023Q3 20232
Oak Point Wealth Management 220.01%0.08%0.14%Q4 2017Q1 20182
Inlet Private Wealth, LLC 220.07%0.08%0.09%Q2 2023Q3 20232
Advisor Resource Council 110.07%0.08%0.09%Q2 2021Q4 20212
Elmwood Wealth Management, Inc. 110.02%0.02%0.02%Q2 2021Q4 20212
Sepio Capital, LP 220.02%0.02%0.02%Q2 2023Q3 20232
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
LWS Wealth Advisors, Inc. 220.13%0.13%0.14%Q3 2021Q4 20212
Octavia Wealth Advisors, LLC 220.05%0.05%0.05%Q1 2022Q2 20222
Sterling Investment Advisors, Ltd. 220.03%0.03%0.03%Q2 2019Q3 20192
Forbes Financial Planning, Inc. 225.95%7.21%8.48%Q4 2021Q1 20222
Ellis Investment Partners, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
PRUDENTIAL PLC 220.19%0.26%0.34%Q4 2022Q1 20232
Tarbox Family Office, Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
Strategic Wealth Management Group, LLC 220.63%1.10%1.56%Q1 2021Q2 20212
Kore Private Wealth LLC 220.00%0.01%0.01%Q4 2019Q1 20202
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.04%0.08%0.11%Q4 2022Q1 20232
L. Roy Papp & Associates, LLP 220.02%0.03%0.03%Q4 2020Q1 20212
Ally Financial Inc. 227.51%7.73%7.95%Q4 2020Q1 20212
AMERICAN NATIONAL BANK 220.00%0.02%0.04%Q2 2023Q3 20232
Surevest, LLC 220.01%0.03%0.06%Q2 2022Q3 20222
COWA, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Fortis Capital Advisors, LLC 220.08%0.10%0.11%Q4 2022Q1 20232
Global Wealth Strategies & Associates 220.00%0.02%0.04%Q3 2023Q4 20232
FIRST NATIONAL CORP /MA/ /ADV 220.06%0.06%0.06%Q4 2018Q1 20192
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
Rinet Co LLC 220.04%0.04%0.04%Q2 2021Q3 20212
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Carr Financial Group Corp 220.09%0.10%0.11%Q2 2023Q3 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Northstar Advisory Group, LLC 221.83%1.98%2.13%Q1 2021Q2 20212
Essex Savings Bank 220.08%0.08%0.08%Q1 2023Q2 20232
Bard Financial Services, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
Latigo Investments, LLC 223.59%3.69%3.79%Q2 2023Q3 20232
ADVANCE CAPITAL I INC 220.48%1.04%1.59%Q2 2015Q3 20152
Roger Wittlin Investment Advisory, LLC 221.76%1.80%1.85%Q2 2023Q3 20232
PAYDEN & RYGEL 220.34%0.37%0.41%Q1 2023Q2 20232
Cynosure Group, LLC 220.44%0.48%0.54%Q2 2023Q3 20232
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q3 2022Q3 20232
GREENLEAF TRUST 220.00%0.00%0.00%Q4 2022Q1 20232
Goodwin Investment Advisory 110.01%0.02%0.03%Q4 2021Q4 20222
Trinity Wealth Management, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
Colonial River Wealth Management, LLC 220.18%0.19%0.19%Q1 2021Q2 20212
Cherry Tree Wealth Management, LLC 221.32%1.33%1.34%Q2 2023Q3 20232
CGC Financial Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Jefferies Group LLC 110.00%0.00%0.01%Q2 2016Q2 20162
Charles Schwab Investment Advisory, Inc. 110.01%0.03%0.05%Q4 2014Q4 20152
Marietta Wealth Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Paradigm Capital Management, LLC/NV 220.32%0.35%0.38%Q3 2022Q4 20222
WFA Asset Management Corp 220.08%0.08%0.08%Q2 2023Q3 20232
Headlands Technologies LLC 110.06%0.13%0.20%Q4 2022Q3 20232
Jaffetilchin Investment Partners, LLC 220.02%0.06%0.09%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.23%0.42%Q4 2019Q2 20212
Busey Bank 220.02%0.02%0.02%Q1 2022Q2 20222
PAX Financial Group, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
WealthPlan Investment Management, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.01%0.01%Q4 2021Q1 20222
Pinnacle Private Wealth, LLC 220.16%0.20%0.23%Q1 2022Q2 20222
Fermata Advisors, LLC 220.10%0.22%0.34%Q2 2023Q3 20232
EXCHANGE TRADED CONCEPTS, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
True Wealth Design, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ZRC WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
JMG Financial Group, Ltd. 110.01%0.05%0.08%Q1 2022Q2 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Geller Advisors LLC 220.08%0.11%0.15%Q3 2021Q4 20212
GoalVest Advisory LLC 110.07%0.14%0.22%Q2 2021Q1 20222
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
Round Table Services, LLC 110.27%0.28%0.28%Q4 2021Q2 20222
Harbour Capital Advisors, LLC 220.17%0.17%0.17%Q1 2016Q2 20162
Providence Capital Advisors, LLC 110.01%0.02%0.04%Q1 2019Q4 20192
Security Financial Services, INC. 220.19%0.21%0.23%Q4 2021Q1 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
WFA of San Diego, LLC 110.01%0.04%0.06%Q4 2021Q4 20222
ALTFEST L J & CO INC 110.04%0.06%0.07%Q1 2022Q3 20232
SNS Financial Group, LLC 220.07%0.07%0.07%Q2 2018Q3 20182
Aperture Investors, LLC 221.08%1.62%2.16%Q2 2023Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.41%0.83%Q2 2023Q3 20232
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q2 2023Q3 20232
ASSET PLANNING CORPORATION 110.18%0.19%0.20%Q4 2020Q2 20212
Freedom Day Solutions, LLC 220.51%0.81%1.10%Q2 2023Q3 20232
Sunbelt Securities, Inc. 110.00%0.02%0.04%Q4 2016Q1 20232
Capital Wealth Alliance, LLC 220.38%0.50%0.62%Q1 2023Q2 20232
Next Capital Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Pineno Levin & Ford Asset Management, Inc. 220.10%0.10%0.10%Q4 2017Q1 20182
Johnson & White Wealth Management, LLC 110.20%0.20%0.20%Q1 2023Q3 20232
US FINANCIAL ADVISORS, LLC 220.17%0.17%0.18%Q4 2020Q1 20212
Trilogy Capital Inc. 223.07%3.08%3.10%Q2 2021Q3 20212
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q2 2021Q3 20212
Quantitative Advantage, LLC 220.10%0.20%0.30%Q3 2022Q4 20222
PANORAMIC INVESTMENT ADVISORS, LLC 110.92%0.96%0.99%Q4 2022Q3 20232
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q4 2021Q3 20232
SG Americas Securities, LLC 110.00%0.02%0.03%Q4 2014Q2 20162
Falcon Wealth Planning 220.06%0.06%0.06%Q2 2023Q3 20232
Peak Financial Management, Inc. 220.40%5.08%9.75%Q2 2023Q3 20232
OPTIONS SOLUTIONS, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
FinTrust Investment Advisory Services, LLC 110.21%0.21%0.21%Q1 2018Q1 20181
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.03%0.03%0.03%Q3 2022Q3 20221
Permit Capital Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Lucia Wealth Services, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Accretive Wealth Partners, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 112.34%2.34%2.34%Q1 2020Q1 20201
Whitegate Investment Counselors, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
Joseph Group Capital Management 117.24%7.24%7.24%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
LOCKERMAN FINANCIAL GROUP, INC. 110.66%0.66%0.66%Q4 2021Q4 20211
HENGEHOLD CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2022Q3 20221
CAZ INVESTMENTS LP 112.39%2.39%2.39%Q1 2020Q1 20201
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q3 2022Q3 20221
PAYDEN & RYGEL INVESTMENT GROUP 110.38%0.38%0.38%Q3 2023Q3 20231
Oak Harvest Investment Services 110.07%0.07%0.07%Q4 2021Q4 20211
CONDOR CAPITAL MANAGEMENT 110.04%0.04%0.04%Q3 2022Q3 20221
Westshore Wealth, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
Pinnacle Financial Group, LLC / IL 110.17%0.17%0.17%Q2 2022Q2 20221
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
INTEGRATED CAPITAL MANAGEMENT, INC. 110.41%0.41%0.41%Q2 2021Q2 20211
My Personal CFO, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Relyea Zuckerberg Hanson LLC 110.58%0.58%0.58%Q1 2020Q1 20201
FRG Family Wealth Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q4 2018Q4 20181
Ariel Investments 110.01%0.01%0.01%Q3 2023Q3 20231
MRA Associates USA LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Mawer Investment Management Ltd. 110.01%0.01%0.01%Q1 2020Q1 20201
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Rezny Wealth Management, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CLEARY GULL INC. 111.20%1.20%1.20%Q1 2015Q1 20151
Wallace Advisory Group, LLC 110.75%0.75%0.75%Q4 2022Q4 20221
Belvedere Trading LLC 110.02%0.02%0.02%Q2 2022Q2 20221
WEATHERLY ASSET MANAGEMENT L. P. 110.04%0.04%0.04%Q3 2023Q3 20231
Pegasus Partners Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
Stewardship Advisors, LLC 111.06%1.06%1.06%Q4 2021Q4 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 111.69%1.69%1.69%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Cooper Financial Group 110.19%0.19%0.19%Q4 2020Q4 20201
DAVIDSON TRUST CO 110.42%0.42%0.42%Q3 2023Q3 20231
Invst, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Summit X, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Texas Capital Bank Wealth Management Services Inc 110.02%0.02%0.02%Q1 2022Q1 20221
WADE G W & INC 110.02%0.02%0.02%Q3 2022Q3 20221
Chandler Asset Management, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
Equita Financial Network, Inc. 113.72%3.72%3.72%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Guardian Wealth Advisors, LLC 112.18%2.18%2.18%Q1 2021Q1 20211
Semper Trust Co. 110.49%0.49%0.49%Q4 2015Q4 20151
SAXON INTERESTS, INC. 110.21%0.21%0.21%Q3 2022Q3 20221
Jane Street Holding, LLC 110.18%0.18%0.18%Q4 2013Q4 20131
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Cable Hill Partners, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CX Institutional 110.29%0.29%0.29%Q2 2022Q2 20221
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Cannell & Co. 110.01%0.01%0.01%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.09%0.09%0.09%Q4 2022Q4 20221
Genesee Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Delta Investment Management, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Red Tortoise LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Gratus Capital, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
INSPIRION WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SYKON CAPITAL LLC 117.72%7.72%7.72%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Whelan Financial 110.52%0.52%0.52%Q1 2022Q1 20221
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2023Q1 20231
My Legacy Advisors, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.18%0.18%0.18%Q4 2016Q4 20161
GSG Advisors LLC 111.86%1.86%1.86%Q3 2023Q3 20231
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
VANCE WEALTH, INC. 110.43%0.43%0.43%Q4 2021Q4 20211
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ACG Wealth 110.03%0.03%0.03%Q2 2022Q2 20221
IRONWOOD INVESTMENT MANAGEMENT LLC 111.01%1.01%1.01%Q1 2020Q1 20201
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q2 2022Q2 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
EMERSON INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Jupiter Wealth Management LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Southern Wealth Management, LLP 110.18%0.18%0.18%Q1 2023Q1 20231
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FIL Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
IAM Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q3 2020Q3 20201
Financial Management Professionals, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
BEDEL FINANCIAL CONSULTING INC 110.16%0.16%0.16%Q3 2023Q3 20231
ANCORA FAMILY WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q3 2016Q3 20161
COMMONS CAPITAL, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Fountainhead AM, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
STRATEGIC INVESTMENT MANAGEMENT, LLC 114.01%4.01%4.01%Q4 2021Q4 20211
Gunma Bank,Ltd. 112.08%2.08%2.08%Q2 2021Q2 20211
LWM Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Main Line Retirement Advisors, LLC 110.59%0.59%0.59%Q2 2023Q2 20231
Activest Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Partners Group, Inc 110.05%0.05%0.05%Q3 2023Q3 20231
Affiance Financial, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Zullo Investment Group, Inc. 110.12%0.12%0.12%Q2 2022Q2 20221
RAYNER & HAYNOR 110.17%0.17%0.17%Q3 2014Q3 20141
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Private Advisory Group LLC 110.08%0.08%0.08%Q4 2021Q4 20211
EPG Wealth Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Hanson & Doremus Investment Management 110.01%0.01%0.01%Q1 2023Q1 20231
WorthPointe, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Compton Financial Group, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
ARS Investment Partners, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.11%0.11%0.11%Q1 2023Q1 20231
Schrum Private Wealth Management LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Merriman Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q4 2022Q4 20221
Legend Financial Advisors, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Rock Point Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Osbon Capital Management LLC 112.32%2.32%2.32%Q2 2019Q2 20191
Phocas Financial Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Thor Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Ethic Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
Connectus Wealth, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.04%0.04%0.04%Q1 2023Q1 20231
OneAscent Financial Services LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Better Money Decisions, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Saratoga Research & Investment Management 110.79%0.79%0.79%Q3 2017Q3 20171
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q1 20151
FIRST NATIONAL TRUST CO 110.03%0.03%0.03%Q2 2022Q2 20221
EFG Asset Management (Americas) Corp. 110.08%0.08%0.08%Q2 2018Q2 20181
TBH Global Asset Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SimpliFi, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Requisite Capital Management, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Team Financial Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Placemark Investments, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
BluePath Capital Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
GeoWealth Management, LLC 110.51%0.51%0.51%Q3 2019Q3 20191
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Hudock, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Obsidian Personal Planning Solutions LLC 110.33%0.33%0.33%Q2 2023Q2 20231
Westwind Capital 110.03%0.03%0.03%Q4 2021Q4 20211
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
Sciencast Management LP 110.27%0.27%0.27%Q3 2017Q3 20171
BSW Wealth Partners 110.29%0.29%0.29%Q1 2023Q1 20231
SADOFF INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
ROMAN BUTLER FULLERTON & CO 110.26%0.26%0.26%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DRW SECURITIES, L.L.C. 110.03%0.03%0.03%Q3 2022Q3 20221
Peterson Financial Group, Inc. 110.37%0.37%0.37%Q3 2022Q3 20221
Stack Financial Management, Inc 110.03%0.03%0.03%Q2 2023Q2 20231
Campbell Wealth Management 110.08%0.08%0.08%Q2 2019Q2 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Blue Barn Wealth, LLC 111.61%1.61%1.61%Q4 2022Q4 20221
Drake & Associates, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
SMI Advisory Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
Sharper & Granite LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Horst & Graben Wealth Management LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Icon Wealth Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 110.11%0.11%0.11%Q2 2021Q2 20211
PENOBSCOT WEALTH MANAGEMENT 110.22%0.22%0.22%Q3 2021Q3 20211
HOWE & RUSLING INC 110.01%0.01%0.01%Q3 2021Q3 20211
Berkeley Capital Partners, LLC 112.54%2.54%2.54%Q4 2022Q4 20221
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sabal Trust CO 110.02%0.02%0.02%Q2 2022Q2 20221
WASHINGTON CAPITAL MANAGEMENT, INC 111.11%1.11%1.11%Q2 2023Q2 20231
PRESILIUM PRIVATE WEALTH, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Ackerman Capital Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
PCA Investment Advisory Services Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
Pantheon Investment Group, LLC 111.71%1.71%1.71%Q4 2019Q4 20191
Grove Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
Keystone Financial Group 110.04%0.04%0.04%Q3 2023Q3 20231
Fifth Third Wealth Advisors LLC 110.08%0.08%0.08%Q4 2023Q4 20231
Monterey Private Wealth, Inc. 110.67%0.67%0.67%Q4 2021Q4 20211
Ardent Capital Management, Inc. 110.76%0.76%0.76%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 113.79%3.79%3.79%Q3 2023Q3 20231
Retirement Planning Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Strategic Wealth Investment Group, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Heritage Trust Co 110.07%0.07%0.07%Q1 2017Q1 20171
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MEITAV INVESTMENT HOUSE LTD 110.03%0.03%0.03%Q1 2018Q1 20181
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Northland Capital Management LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Goldstein Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
BURNS J W & CO INC/NY 110.35%0.35%0.35%Q3 2023Q3 20231
Asset Allocation & Management Company, LLC 110.27%0.27%0.27%Q3 2020Q3 20201
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Trivant Custom Portfolio Group, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
New World Advisors LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Johanson Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.56%0.56%0.56%Q2 2022Q2 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2017Q1 20171
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ullmann Wealth Partners Group, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
ML & R WEALTH MANAGEMENT LLC 110.18%0.18%0.18%Q3 2022Q3 20221
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Wealth & Pension Services Group, Inc. 110.27%0.27%0.27%Q3 2018Q3 20181
HORIZON BANCORP INC /IN/ 110.06%0.06%0.06%Q1 2020Q1 20201
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
FIRST AMERICAN TRUST, FSB 110.04%0.04%0.04%Q4 2022Q4 20221
Allen Mooney & Barnes Investment Advisors LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Highlander Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.18%0.18%0.18%Q1 2022Q1 20221
CFO4Life, L.P. 110.12%0.12%0.12%Q4 2022Q4 20221
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Keudell/Morrison Wealth Management 110.21%0.21%0.21%Q1 2021Q1 20211
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ROOSEVELT INVESTMENT GROUP LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Domani Wealth, LLC 110.08%0.08%0.08%Q1 2017Q1 20171
MCDONALD PARTNERS LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Carmel Capital Partners, LLC 110.99%0.99%0.99%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Integrated Investment Consultants, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Aurora Private Wealth, Inc. 110.18%0.18%0.18%Q4 2020Q4 20201
River Street Advisors LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Argent Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
J.P. Turner & Co Capital Mnagement, LLC 110.58%0.58%0.58%Q2 2015Q2 20151
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Your Advocates Ltd., LLP 110.07%0.07%0.07%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Guardian Wealth Management, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2022Q1 20221
Holistic Financial Partners 115.85%5.85%5.85%Q1 2019Q1 20191
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
FutureAdvisor, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
GRIMES & COMPANY, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.52%0.52%0.52%Q3 2023Q3 20231
Norway Savings Bank 110.01%0.01%0.01%Q4 2022Q4 20221
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
West Coast Financial LLC 110.07%0.07%0.07%Q3 2016Q3 20161
BRR OpCo, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Almanack Investment Partners, LLC. 110.08%0.08%0.08%Q3 2020Q3 20201
HNP Capital LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Weatherstone Capital Management 110.12%0.12%0.12%Q4 2018Q4 20181
Bluefin Trading, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Walkner Condon Financial Advisors LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Outlook Wealth Advisors, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Sage Financial Management Group, Inc. 110.27%0.27%0.27%Q2 2022Q2 20221
SevenOneSeven Capital Management 117.04%7.04%7.04%Q1 2021Q1 20211
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
United Community Bank 110.18%0.18%0.18%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LS Investment Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BOSTON FINANCIAL MANGEMENT LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Gunderson Capital Management Inc. 110.47%0.47%0.47%Q4 2022Q4 20221
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cornerstone Financial Partners, LLC 110.09%0.09%0.09%Q1 2017Q1 20171
Pinnacle Wealth Advisors 110.07%0.07%0.07%Q2 2021Q2 20211
Planned Solutions, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
CONNING INC. 110.10%0.10%0.10%Q3 2016Q3 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 115.65%5.65%5.65%Q3 2023Q3 20231
Van Cleef Asset Management,Inc 110.05%0.05%0.05%Q3 2018Q3 20181
Truvestments Capital LLC 110.02%0.02%0.02%Q4 2021Q4 20211
External links

This page lists all the filers that currently own VANGUARD STAR FDS or have owned VANGUARD STAR FDS in the past.