VANGUARD WORLD FD shareholder history

Current and past VANGUARD WORLD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 202398
Cutler Group LLC / CA 1910.00%0.00%0.06%Q4 2015Q3 202352
Citadel Advisors 2010.00%0.00%0.01%Q3 2015Q3 202348
MORGAN STANLEY 42420.03%0.04%0.05%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.07%0.11%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42421.02%1.19%1.50%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.06%0.21%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.10%0.35%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.12%0.20%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.05%0.08%0.32%Q2 2013Q3 202342
HARTLINE INVESTMENT CORP/ 42420.11%0.17%0.21%Q2 2013Q3 202342
Creative Planning 42420.01%0.04%0.09%Q2 2013Q3 202342
SOL Capital Management CO 42421.08%1.93%2.41%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.05%0.11%Q2 2013Q3 202342
Oxbow Advisors, LLC 42420.05%0.10%0.19%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.03%0.04%0.06%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 42420.15%0.84%1.90%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
CITIGROUP INC 41410.00%0.00%0.00%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.04%0.18%0.40%Q2 2013Q3 202341
Prospera Financial Services Inc 23180.02%0.08%0.29%Q2 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 41410.08%0.23%0.64%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.04%0.06%Q4 2013Q3 202340
Avior Wealth Management, LLC 40401.17%3.76%7.03%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.26%0.60%1.76%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40402.35%3.95%5.34%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 3010.00%0.00%0.01%Q1 2012Q3 202339
Joel Isaacson & Co., LLC 39390.07%0.15%0.37%Q1 2014Q3 202339
Horizon Investment Services, LLC 39390.13%0.70%1.59%Q1 2014Q3 202339
COMERICA BANK 3810.01%0.03%0.09%Q3 2013Q3 202339
SYNOVUS FINANCIAL CORP 38380.05%1.02%1.82%Q2 2014Q3 202338
Raymond James Financial Services Advisors, Inc. 3310.02%0.06%0.13%Q2 2013Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 3710.00%0.20%0.31%Q4 2013Q3 202338
HOLLENCREST CAPITAL MANAGEMENT 38380.08%0.14%0.21%Q2 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 38380.00%0.11%0.40%Q2 2014Q3 202338
STIFEL FINANCIAL CORP 37370.00%0.02%0.06%Q3 2014Q3 202337
STEPHENS INC /AR/ 37370.02%0.10%0.16%Q3 2014Q3 202337
DUNCKER STREETT & CO INC 20160.00%0.01%0.01%Q3 2014Q3 202336
UBS Group AG 36360.03%0.05%0.07%Q4 2014Q3 202336
Focused Wealth Management, Inc 36360.02%3.14%9.44%Q4 2014Q3 202336
NORTHERN TRUST CORP 36360.00%0.00%0.00%Q4 2014Q3 202336
ETF Portfolio Partners, Inc. 36364.15%4.84%7.87%Q4 2014Q3 202336
FC Advisory LLC 36366.75%10.25%12.53%Q1 2015Q4 202336
Tower Research Capital LLC (TRC) 2420.00%0.08%0.47%Q1 2014Q3 202335
FIFTH THIRD BANCORP 35350.00%0.00%0.00%Q1 2015Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.05%0.09%0.24%Q4 2014Q3 202335
Argent Trust Co 35350.04%0.09%0.17%Q1 2015Q3 202335
ASSETMARK, INC 34340.01%2.87%6.03%Q2 2015Q3 202334
Cetera Advisors LLC 23110.03%0.05%0.12%Q1 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.02%0.38%0.71%Q2 2013Q3 202334
M&T BANK CORP 34340.00%0.02%0.04%Q3 2014Q4 202234
GRIMES & COMPANY, INC. 34340.02%0.06%0.14%Q2 2015Q3 202334
Alexandria Capital, LLC 34341.12%2.32%4.10%Q2 2013Q3 202134
BLAIR WILLIAM & CO/IL 33330.01%0.02%0.02%Q3 2015Q3 202333
Well Done, LLC 32320.08%0.12%0.18%Q4 2015Q3 202332
Janney Montgomery Scott LLC 2750.00%0.03%0.07%Q4 2014Q3 202332
Voya Financial Advisors, Inc. 32320.03%0.09%0.27%Q1 2015Q4 202232
JPMORGAN CHASE & CO 31310.00%0.00%0.00%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.09%0.27%Q4 2015Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.01%0.03%Q4 2015Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.00%0.02%0.04%Q3 2013Q4 202331
LEAVELL INVESTMENT MANAGEMENT, INC. 31310.03%1.11%2.16%Q1 2016Q3 202331
FMR LLC 3010.00%0.00%0.00%Q4 2015Q3 202331
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
THRIVENT FINANCIAL FOR LUTHERANS 19110.00%0.00%0.01%Q3 2014Q3 202330
Darwin Wealth Management, LLC 30301.54%4.61%10.79%Q2 2016Q3 202330
AllSquare Wealth Management LLC 2220.01%0.06%0.16%Q4 2014Q3 202330
Simmons Bank 30300.02%0.03%0.04%Q2 2016Q3 202330
CWM, LLC 2280.00%0.01%0.01%Q1 2016Q3 202330
ETRADE Capital Management LLC 30300.19%0.29%0.40%Q2 2013Q3 202030
Clearwater Capital Advisors, LLC 30300.13%0.53%1.37%Q2 2016Q3 202330
Community Bank, N.A. 29290.00%0.00%0.00%Q3 2016Q3 202329
Plancorp, LLC 2810.07%0.25%0.71%Q4 2015Q3 202329
Cribstone Capital Management, LLC 29290.02%0.12%0.23%Q4 2015Q4 202229
Fernwood Investment Management, LLC 29290.32%1.86%2.81%Q3 2016Q3 202329
Roundview Capital LLC 29290.03%0.12%0.24%Q3 2016Q3 202329
Cassaday & Co Inc. 29290.00%12.31%54.33%Q4 2014Q4 202129
J.P. Morgan Private Wealth Advisors LLC 2810.00%0.01%0.06%Q2 2016Q3 202329
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.14%2.38%3.91%Q4 2016Q3 202328
B. Riley Wealth Advisors, Inc. 2610.00%0.06%0.09%Q2 2014Q3 202328
AE Wealth Management LLC 28280.05%0.27%1.03%Q4 2016Q3 202328
Greytown Advisors Inc. 28286.61%9.75%14.30%Q4 2016Q3 202328
Asset Planning Services, Ltd. 27270.22%0.27%0.33%Q2 2015Q4 202127
Global Retirement Partners, LLC 2070.05%0.08%0.15%Q4 2016Q3 202327
Alpha Cubed Investments, LLC 2520.09%0.25%0.42%Q3 2015Q3 202327
SIGNATUREFD, LLC 2340.00%0.01%0.01%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.08%0.13%Q2 2013Q4 201927
VANGUARD GROUP INC 1230.00%0.00%0.00%Q4 2014Q3 202327
KEYBANK NATIONAL ASSOCIATION/OH 27270.00%0.01%0.01%Q1 2017Q3 202327
Baird Financial Group, Inc. 26260.01%0.01%0.02%Q2 2017Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 2210.02%0.06%0.15%Q4 2016Q3 202326
Litman Gregory Wealth Management LLC 2420.10%0.76%1.47%Q1 2017Q3 202326
Brinker Capital Investments, LLC 2060.00%0.17%0.50%Q2 2013Q4 201926
SHINE INVESTMENT ADVISORY SERVICES INC 26260.59%0.84%1.31%Q2 2014Q3 202026
ENTERPRISE FINANCIAL SERVICES CORP 25250.01%0.02%0.03%Q2 2014Q2 202025
Sheaff Brock Investment Advisors, LLC 25250.03%0.04%0.06%Q3 2017Q3 202325
Carroll Financial Associates, Inc. 25250.03%0.07%0.14%Q4 2015Q4 202125
Stratos Wealth Partners, LTD. 25250.01%0.05%0.17%Q3 2017Q3 202325
Gradient Investments LLC 2410.00%0.00%0.00%Q2 2016Q3 202325
Cypress Wealth Services, LLC 24241.47%1.98%2.79%Q4 2017Q3 202324
Portfolio Strategies, Inc. 24240.28%3.16%11.16%Q4 2017Q3 202324
MML INVESTORS SERVICES, LLC 24240.01%0.07%0.24%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.03%0.13%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24246.25%8.86%11.32%Q4 2017Q3 202324
Horan Securities, Inc. 1160.01%0.02%0.04%Q1 2017Q2 202324
Copperwynd Financial, LLC 24244.17%6.01%7.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.10%0.12%0.14%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.07%0.44%1.20%Q4 2017Q3 202324
Advisory Services Network, LLC 810.00%0.03%0.16%Q4 2014Q3 202324
CAPTRUST FINANCIAL ADVISORS 1590.00%0.24%1.44%Q3 2017Q3 202324
RELIANCE TRUST CO 23230.73%7.96%17.30%Q2 2013Q4 201823
Sound Income Strategies, LLC 23230.00%0.02%0.05%Q1 2018Q3 202323
Wealthcare Advisory Partners LLC 23230.01%0.04%0.10%Q1 2018Q3 202323
WealthShield Partners, LLC 1491.24%2.19%3.09%Q4 2017Q3 202323
BDO Wealth Advisors, LLC 2210.37%1.07%2.40%Q2 2017Q2 202323
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q1 2014Q3 202323
JANE STREET GROUP, LLC 710.00%0.01%0.03%Q4 2014Q2 202323
Measured Wealth Private Client Group, LLC 2210.14%0.30%1.50%Q3 2017Q3 202323
NEXT Financial Group, Inc 1120.00%0.02%0.06%Q3 2014Q4 202123
BANK OF HAWAII 23230.06%0.11%0.15%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2020.00%0.10%0.16%Q4 2017Q3 202322
BAILARD, INC. 1930.01%0.01%0.02%Q1 2018Q3 202322
Aveo Capital Partners, LLC 1110.08%0.16%0.36%Q4 2017Q3 202322
MACQUARIE GROUP LTD 2110.00%0.02%0.15%Q4 2016Q1 202322
NWAM LLC 12100.02%0.13%0.20%Q1 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.02%Q2 2018Q3 202322
Paradigm Financial Advisors, LLC 2010.10%0.11%0.14%Q1 2014Q4 202121
Diversified Portfolios, Inc. 21210.14%0.22%0.28%Q4 2014Q4 201921
Pinnacle Bancorp, Inc. 2010.44%0.62%0.88%Q1 2017Q3 202321
MONETA GROUP INVESTMENT ADVISORS LLC 21210.02%0.05%0.11%Q3 2018Q3 202321
Cetera Advisor Networks LLC 21210.01%0.05%0.09%Q3 2018Q3 202321
Capital Investment Advisory Services, LLC 1220.02%0.05%0.13%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.11%Q3 2018Q3 202321
Pinion Investment Advisors, LLC 1920.32%1.17%1.96%Q1 2018Q3 202321
Nicholas Hoffman & Company, LLC. 1920.01%0.05%0.08%Q2 2018Q3 202321
OneDigital Investment Advisors LLC 930.00%0.01%0.03%Q2 2017Q3 202321
Raab & Moskowitz Asset Management LLC 21210.10%2.40%4.11%Q3 2018Q3 202321
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1640.01%0.02%0.04%Q4 2017Q3 202320
White Lighthouse Investment Management Inc. 20200.16%0.26%0.45%Q4 2018Q3 202320
Koshinski Asset Management, Inc. 20200.06%0.11%0.18%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.13%0.39%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20201.30%6.57%10.95%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 1020.00%0.00%0.01%Q3 2011Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.07%0.22%Q4 2017Q4 202220
Prestige Wealth Management Group LLC 20200.14%0.19%0.30%Q4 2018Q3 202320
Jackson Wealth Management, LLC 720.22%1.40%4.21%Q4 2014Q3 202320
Belpointe Asset Management LLC 1910.03%0.08%0.13%Q3 2018Q3 202320
Black Diamond Financial, LLC 20202.89%8.01%11.32%Q4 2018Q3 202320
Kovack Advisors, Inc. 20200.08%0.14%0.36%Q4 2018Q3 202320
Sigma Planning Corp 1910.01%0.04%0.12%Q3 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
Csenge Advisory Group 1710.01%0.09%0.30%Q3 2017Q3 202320
Angeles Investment Advisors, LLC 20200.04%7.25%58.62%Q4 2018Q3 202320
FRANKLIN RESOURCES INC 1460.00%0.00%0.00%Q1 2018Q3 202320
American Portfolios Advisors 20200.01%0.04%0.09%Q4 2017Q3 202220
Bernardo Wealth Planning LLC 20203.86%9.97%15.19%Q4 2018Q3 202320
IHT Wealth Management, LLC 1360.01%0.03%0.09%Q2 2017Q3 202319
Windham Capital Management, LLC 19190.04%0.10%0.20%Q1 2019Q3 202319
Strategic Blueprint, LLC 19190.04%0.12%0.29%Q1 2019Q3 202319
REILLY FINANCIAL ADVISORS, LLC 1210.00%0.00%0.01%Q4 2014Q4 202119
NICOLET ADVISORY SERVICES, LLC 19190.19%0.25%0.31%Q1 2019Q3 202319
Matthew Goff Investment Advisor, LLC 1450.07%0.12%0.18%Q3 2017Q3 202319
FundX Investment Group, LLC 910.08%8.43%15.03%Q1 2014Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Financial Advocates Investment Management 850.03%0.23%0.76%Q4 2017Q3 202319
Jacobi Capital Management LLC 19190.01%0.02%0.03%Q2 2017Q4 202119
McIlrath & Eck, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
Stratos Investment Management, LLC 19191.57%3.37%8.58%Q1 2019Q3 202319
First Allied Advisory Services, Inc. 1810.01%0.03%0.24%Q4 2013Q3 202019
Kovitz Investment Group Partners, LLC 19190.01%0.02%0.06%Q1 2019Q3 202319
Allworth Financial LP 760.00%0.01%0.02%Q2 2018Q3 202319
Founders Capital Management 1090.03%0.06%0.10%Q1 2018Q1 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.01%0.10%0.19%Q4 2018Q3 202319
Kistler-Tiffany Companies, LLC 18180.03%1.04%1.80%Q1 2019Q2 202318
Vigilant Capital Management, LLC 1020.00%0.01%0.03%Q1 2015Q2 202318
Aspire Private Capital, LLC 18180.00%0.02%0.05%Q2 2019Q3 202318
BANQUE PICTET & CIE SA 18180.01%0.03%0.09%Q4 2013Q1 201818
Commonwealth Equity Services, Inc 18180.11%0.13%0.14%Q2 2013Q3 201718
Archer Investment Corp 18180.01%0.04%0.13%Q2 2019Q3 202318
Western Wealth Management, LLC 1080.03%0.07%0.12%Q1 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.00%0.02%0.05%Q2 2019Q3 202318
Strategic Investment Advisors / MI 18180.60%3.03%8.30%Q2 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
Rockefeller Capital Management L.P. 17170.00%0.13%0.32%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.01%0.02%Q2 2013Q2 201717
CNB Bank 17170.00%0.00%0.01%Q4 2018Q4 202217
Cetera Investment Advisers 17170.04%0.38%1.05%Q3 2019Q3 202317
Parkside Financial Bank & Trust 17170.02%0.03%0.04%Q4 2015Q4 201917
FARMERS & MERCHANTS INVESTMENTS INC 17170.01%0.01%0.01%Q2 2013Q2 201717
Integrated Wealth Concepts LLC 17170.01%0.02%0.04%Q3 2019Q3 202317
Icon Wealth Partners, LLC 830.02%0.04%0.07%Q4 2017Q3 202317
Institute for Wealth Management, LLC. 1430.04%0.09%0.12%Q1 2019Q3 202317
FDx Advisors, Inc. 920.01%0.11%0.38%Q2 2017Q1 202317
RELIANCE TRUST CO OF DELAWARE 1160.03%0.05%0.07%Q3 2013Q1 201917
Larson Financial Group LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
People's United Financial, Inc. 16160.01%0.01%0.01%Q4 2017Q3 202116
Clarus Wealth Advisors 1020.02%0.97%3.17%Q2 2018Q2 202316
Stonebridge Financial Planning Group, LLC 16160.29%2.35%3.57%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.91%1.54%2.70%Q4 2019Q3 202316
Blue Edge Capital, LLC 16161.69%3.13%4.79%Q4 2019Q3 202316
Venturi Wealth Management, LLC 1420.03%0.80%3.24%Q4 2015Q4 202116
Lenox Wealth Advisors, LLC 16160.00%0.00%0.01%Q2 2018Q1 202216
BENJAMIN F. EDWARDS & COMPANY, INC. 1510.00%0.01%0.01%Q1 2018Q3 202316
Renaissance Technologies 510.00%0.00%0.00%Q1 2018Q2 202316
Leelyn Smith, LLC 16164.70%6.08%7.44%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.31%2.19%3.49%Q4 2019Q3 202316
New England Investment & Retirement Group, Inc. 16160.28%0.34%0.40%Q4 2014Q3 201816
9258 Wealth Management, LLC 16160.79%1.23%1.55%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.14%0.20%0.24%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.03%Q4 2019Q3 202316
Global Trust Asset Management, LLC 16160.09%0.42%0.85%Q4 2019Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.30%0.41%0.88%Q4 2019Q3 202316
JACKSON SQUARE CAPITAL, LLC 16160.10%0.11%0.15%Q4 2019Q3 202316
OPPENHEIMER ASSET MANAGEMENT INC. 650.00%0.01%0.01%Q1 2017Q4 202116
LifeSteps Financial, Inc. 16160.34%0.65%1.12%Q4 2019Q3 202316
HILLTOP WEALTH ADVISORS, LLC 16161.94%2.82%3.79%Q4 2019Q3 202316
Gray Wealth Management Inc. 15150.48%0.63%0.80%Q1 2020Q3 202315
VICUS CAPITAL 15150.04%0.06%0.07%Q4 2014Q2 201815
Mathes Company, Inc. 1321.03%1.41%1.66%Q4 2019Q3 202315
Concorde Asset Management, LLC 1010.21%0.32%0.51%Q3 2017Q3 202315
Grace Capital 15150.14%0.92%1.81%Q2 2018Q4 202115
VALLEY NATIONAL ADVISERS INC 1140.01%0.01%0.01%Q3 2018Q3 202315
FineMark National Bank & Trust 15150.00%0.00%0.01%Q2 2013Q4 201615
Accredited Investors Inc. 15150.46%2.98%5.66%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
ROPES WEALTH ADVISORS LLC 1310.00%0.11%0.13%Q2 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.12%0.16%0.30%Q1 2020Q3 202315
Mariner, LLC 960.01%0.03%0.05%Q1 2018Q3 202315
Wellspring Financial Advisors, LLC 15150.16%0.27%0.33%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1010.00%0.01%0.01%Q1 2019Q3 202315
Castle Rock Wealth Management, LLC 740.09%0.18%0.41%Q3 2019Q3 202315
Procyon Advisors, LLC 15150.08%0.41%1.12%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
Capital Investment Advisors, LLC 15150.01%0.01%0.01%Q2 2020Q4 202315
SII INVESTMENTS INC/WI 720.03%0.07%0.10%Q2 2013Q3 201715
USAdvisors Wealth Management, LLC 15150.21%2.05%3.79%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.40%0.56%Q4 2019Q3 202315
CREDIT SUISSE AG/ 510.00%0.00%0.01%Q2 2013Q1 202015
Glassman Wealth Services 770.00%0.00%0.01%Q1 2020Q3 202314
Pensionmark Financial Group, LLC 14140.06%0.09%0.15%Q2 2020Q3 202314
PETTYJOHN, WOOD & WHITE, INC 14140.05%0.06%0.07%Q2 2020Q3 202314
AMUSSEN HUNSAKER ASSOCIATES LLC 14140.06%0.10%0.24%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.01%Q2 2020Q3 202314
NORTHEAST INVESTMENT MANAGEMENT 14140.05%0.09%0.23%Q2 2020Q3 202314
PLANNING DIRECTIONS INC 14140.17%0.22%0.24%Q2 2020Q3 202314
Column Capital Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Investors Research Corp 14140.07%0.10%0.13%Q2 2020Q3 202314
Bank Pictet & Cie (Europe) AG 14140.03%0.19%0.70%Q3 2014Q4 201714
Platform Technology Partners 1040.18%0.75%1.17%Q1 2020Q3 202314
Geneos Wealth Management Inc. 14140.00%0.01%0.05%Q2 2020Q3 202314
WealthOne, LLC 710.02%0.35%0.73%Q4 2018Q2 202314
Sharkey, Howes & Javer 14140.78%3.73%9.29%Q2 2020Q3 202314
JGP Wealth Management, LLC 14140.06%0.06%0.07%Q2 2020Q3 202314
Pacific Center for Financial Services 1130.11%7.61%11.53%Q1 2020Q3 202314
MV CAPITAL MANAGEMENT, INC. 14140.02%0.03%0.03%Q2 2020Q3 202314
Essex Financial Services, Inc. 14140.03%0.05%0.11%Q2 2020Q3 202314
PATHSTONE FAMILY OFFICE, LLC 1040.00%0.01%0.02%Q1 2020Q3 202314
SG Americas Securities, LLC 810.00%0.01%0.03%Q2 2014Q1 202214
COMERICA SECURITIES,INC. 14140.03%0.07%0.20%Q2 2020Q3 202314
Anchor Investment Management, LLC 14140.03%0.05%0.08%Q3 2020Q4 202314
DEARBORN PARTNERS LLC 14140.10%0.19%0.37%Q2 2013Q3 201614
&PARTNERS 14140.11%0.21%0.43%Q2 2020Q3 202314
BROWN ADVISORY INC 14140.00%0.00%0.00%Q2 2020Q3 202314
UNIVEST FINANCIAL Corp 14140.08%0.09%0.10%Q2 2020Q3 202314
NVWM, LLC 910.01%0.17%0.65%Q4 2017Q3 202214
Steward Partners Investment Advisory, LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 14140.01%0.01%0.02%Q4 2019Q1 202314
KCM INVESTMENT ADVISORS LLC 820.01%0.01%0.02%Q1 2018Q1 202313
MANCHESTER FINANCIAL INC 13130.06%0.10%0.15%Q3 2020Q3 202313
N.E.W. Advisory Services LLC 13130.11%0.19%0.24%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
Cedar Brook Financial Partners, LLC 13130.06%0.09%0.11%Q3 2020Q3 202313
New England Private Wealth Advisors LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
Stockman Wealth Management, Inc. 13130.06%0.08%0.11%Q2 2020Q2 202313
WEDBUSH SECURITIES INC 13130.01%0.02%0.03%Q3 2020Q3 202313
Patriot Financial Group Insurance Agency, LLC 910.01%0.05%0.06%Q4 2019Q3 202313
PHILADELPHIA TRUST CO 13130.56%0.66%0.82%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.09%0.22%Q3 2020Q3 202313
Bedel Financial Consulting, Inc. 940.00%0.04%0.06%Q1 2018Q1 202213
Dynamic Advisor Solutions LLC 13130.02%0.04%0.09%Q3 2020Q3 202313
Blume Capital Management, Inc. 13130.00%0.00%0.00%Q1 2015Q1 201813
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.07%0.21%0.39%Q3 2020Q3 202313
DEUTSCHE BANK AG\ 760.00%0.01%0.03%Q3 2013Q3 201913
TSFG, LLC 13130.01%0.01%0.01%Q1 2019Q1 202213
BCS Wealth Management 1210.09%0.12%0.15%Q2 2020Q3 202313
FRG Family Wealth Advisors LLC 13130.24%0.39%0.52%Q3 2020Q3 202313
Paradigm Financial Partners, LLC 13130.05%0.27%0.78%Q1 2019Q1 202213
Weaver Consulting Group 13130.07%0.29%0.40%Q3 2020Q3 202313
Avidian Wealth Solutions, LLC 13130.04%0.19%0.55%Q3 2020Q3 202313
Silicon Valley Capital Partners 13130.48%1.13%3.09%Q3 2020Q3 202313
Campbell Wealth Management 1210.03%0.05%0.06%Q2 2020Q3 202313
ZACKS INVESTMENT MANAGEMENT 13130.00%0.00%0.01%Q3 2020Q3 202313
COZAD ASSET MANAGEMENT INC 13130.04%0.04%0.05%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 850.08%0.25%0.29%Q2 2020Q3 202313
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q1 2015Q3 202313
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13130.04%0.07%0.10%Q3 2020Q3 202313
Hoffman, Alan N Investment Management 13130.38%0.52%0.60%Q4 2020Q4 202313
Sovereign Financial Group, Inc. 12120.58%1.08%1.37%Q4 2020Q3 202312
CX Institutional 12120.26%0.79%1.36%Q4 2020Q3 202312
Wells Financial Advisors INC 12122.78%3.62%4.36%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 610.05%0.15%0.25%Q1 2018Q3 202312
Latitude Advisors, LLC 12120.18%0.20%0.24%Q4 2020Q3 202312
PARSONS CAPITAL MANAGEMENT INC/RI 930.02%0.02%0.03%Q3 2020Q3 202312
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q1 2017Q3 202312
Miracle Mile Advisors, LLC 12120.02%0.02%0.03%Q1 2019Q4 202112
Disciplined Investments, LLC 840.01%0.01%0.01%Q4 2019Q2 202312
ALTFEST L J & CO INC 12120.06%0.09%0.11%Q4 2020Q3 202312
Fisher Asset Management, LLC 710.00%0.00%0.00%Q4 2019Q3 202312
NOTTINGHAM ADVISORS, INC. 12120.03%0.06%0.10%Q3 2020Q2 202312
Echo Wealth Management, LLC 12121.34%1.80%2.24%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.04%0.06%0.12%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.16%0.21%Q4 2018Q3 202112
DB Wealth Management Group, LLC 12120.48%0.84%1.91%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.21%0.44%0.96%Q4 2020Q3 202312
Merit Financial Group, LLC 12120.03%0.52%1.84%Q4 2020Q3 202312
Gerstein Fisher 12120.03%0.06%0.09%Q4 2013Q3 201612
McClarren Financial Advisors, Inc. 12123.75%4.67%6.19%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Holloway Wealth Management, LLC 12120.04%0.04%0.05%Q2 2019Q1 202212
Resolute Advisors LLC 12120.20%0.77%2.84%Q4 2020Q3 202312
Strategic Equity Management 12120.11%0.96%8.20%Q4 2020Q3 202312
Richard P Slaughter Associates Inc 12120.28%0.53%0.83%Q1 2021Q4 202312
Falcon Wealth Planning 12120.46%0.74%1.02%Q4 2020Q3 202312
Birch Hill Investment Advisors LLC 930.01%0.01%0.02%Q3 2020Q3 202312
Main Street Financial Solutions, LLC 12120.25%0.33%0.40%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.18%0.26%0.35%Q4 2020Q3 202312
Center For Asset Management LLC 12125.19%5.98%6.52%Q4 2020Q3 202312
First Horizon Advisors, Inc. 1110.00%0.09%0.20%Q4 2017Q3 202312
Capital Planning LLC 12121.77%2.11%2.36%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.58%1.07%1.90%Q4 2020Q3 202312
Advisor OS, LLC 1020.22%1.15%5.76%Q3 2020Q3 202312
MITCHELL CAPITAL MANAGEMENT CO 1020.05%0.07%0.08%Q4 2019Q3 202312
Zeit Capital LLC 121210.91%14.95%16.84%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.08%0.09%0.11%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.16%0.18%0.23%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 620.00%0.10%0.54%Q1 2014Q1 202012
Meridian Wealth Management, LLC 1110.02%0.09%0.12%Q2 2019Q3 202312
Accretive Wealth Partners, LLC 12121.06%1.37%1.81%Q4 2020Q3 202312
FormulaFolio Investments, LLC 12120.01%0.02%0.06%Q1 2018Q4 202012
S.A. Mason LLC 810.03%0.11%0.16%Q4 2019Q3 202311
Brookstone Capital Management 1010.02%0.04%0.10%Q4 2020Q3 202311
Lido Advisors, LLC 710.01%0.05%0.12%Q3 2018Q3 202311
Sargent Bickham Lagudis LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
CABANA LLC 910.09%4.66%9.72%Q4 2017Q4 202111
Apollon Wealth Management, LLC 11110.03%0.06%0.32%Q1 2021Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Cedar Wealth Management, LLC 11110.00%0.39%0.58%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.27%0.30%0.33%Q4 2017Q2 202011
BAINCO INTERNATIONAL INVESTORS 11110.36%0.46%0.55%Q1 2014Q3 201611
Cornerstone Wealth Management, LLC 520.02%0.04%0.07%Q4 2016Q3 202311
MACRO Consulting Group 11112.16%2.24%2.43%Q4 2018Q2 202111
MYCIO WEALTH PARTNERS, LLC 1010.01%0.02%0.05%Q2 2013Q4 201911
Sowell Financial Services LLC 710.00%0.20%0.95%Q1 2017Q1 202311
Ausdal Financial Partners, Inc. 920.05%0.24%0.54%Q4 2020Q3 202311
WNY Asset Management, LLC 830.13%0.48%1.05%Q4 2020Q3 202311
Savant Capital, LLC 650.01%0.17%0.46%Q4 2020Q3 202311
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11110.28%0.38%0.77%Q1 2021Q3 202311
COMMERCE BANK 830.00%0.00%0.00%Q2 2020Q3 202311
Peachtree Investment Partners, LLC 1010.13%0.45%1.05%Q2 2020Q2 202311
Laurel Wealth Advisors, Inc. 11110.55%0.70%0.79%Q2 2018Q4 202011
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 650.01%0.02%0.02%Q2 2013Q2 201811
Joseph P. Lucia & Associates, LLC 520.01%0.01%0.01%Q2 2019Q2 202211
ATHERTON LANE ADVISERS, LLC 11110.02%0.02%0.03%Q2 2013Q4 201511
EP Wealth Advisors, LLC 740.00%0.01%0.01%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.02%0.06%Q1 2021Q3 202311
ACG Wealth 650.03%0.06%0.09%Q4 2018Q2 202211
GLENMEDE TRUST CO NA 830.00%0.00%0.00%Q3 2017Q3 202011
Nachman Norwood & Parrott, Inc 11110.10%0.13%0.16%Q4 2018Q2 202111
OPPENHEIMER & CO INC 520.00%0.01%0.02%Q3 2017Q1 202211
Patten Group, Inc. 830.04%0.08%0.12%Q4 2020Q3 202311
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.75%1.70%3.20%Q4 2020Q1 202310
First Heartland Consultants, Inc. 810.03%0.07%0.09%Q1 2017Q1 202110
Manchester Capital Management LLC 730.00%0.10%0.17%Q1 2016Q3 202110
Ford Financial Group, LLC 10100.09%0.55%2.33%Q2 2020Q3 202210
Pictet North America Advisors SA 10100.04%0.05%0.10%Q4 2015Q1 201810
GeoWealth Management, LLC 910.03%0.31%1.12%Q3 2020Q3 202310
First Affirmative Financial Network 10100.26%0.28%0.30%Q3 2021Q4 202310
Prime Capital Investment Advisors, LLC 810.01%0.03%0.09%Q4 2018Q3 202310
GPS Wealth Strategies Group, LLC 730.05%0.06%0.09%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.04%0.15%0.24%Q4 2020Q3 202310
Vantage Investment Advisors, LLC 10100.00%0.00%0.01%Q2 2016Q3 201810
LEVEL FOUR ADVISORY SERVICES, LLC 820.03%0.07%0.09%Q2 2018Q3 202310
Founders Financial Alliance, LLC 410.01%0.01%0.01%Q3 2020Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.67%0.88%1.07%Q2 2021Q3 202310
IEQ CAPITAL, LLC 10100.12%0.22%0.35%Q2 2021Q3 202310
Mutual Advisors, LLC 910.02%0.03%0.09%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.08%0.48%1.46%Q1 2021Q3 202310
Birchcreek Wealth Management, LLC 820.14%0.36%1.59%Q4 2020Q2 202310
NewEdge Advisors, LLC 820.04%0.24%0.71%Q3 2020Q3 202310
Adero Partners, LLC 10100.04%0.06%0.09%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.10%0.45%0.78%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Private Wealth Advisors, Inc. 10100.26%0.28%0.31%Q2 2013Q3 201510
Professional Financial Advisors, LLC 910.06%0.29%1.30%Q3 2020Q1 202310
Brick & Kyle, Associates 10100.01%0.02%0.02%Q4 2014Q1 201710
Beaumont Financial Partners, LLC 10100.03%0.04%0.05%Q2 2020Q3 202210
Beacon Pointe Advisors, LLC 10100.35%0.91%2.23%Q2 2021Q3 202310
Intersect Capital LLC 10100.18%0.30%0.44%Q1 2020Q2 202210
Virtu Financial LLC 410.03%0.17%0.58%Q1 2018Q3 202310
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 710.06%0.12%0.16%Q2 2016Q2 201910
Accel Wealth Management 10100.02%0.08%0.14%Q4 2020Q1 202310
Foundations Investment Advisors, LLC 310.01%4.12%8.70%Q2 2018Q3 202310
WADE G W & INC 730.01%0.01%0.01%Q4 2020Q3 202310
Keystone Financial Group 820.04%0.09%0.11%Q1 2021Q3 202310
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 820.00%0.01%0.01%Q1 2020Q3 202310
FIFTH THIRD SECURITIES, INC. 910.10%0.44%3.20%Q2 2019Q3 202310
RFG Advisory, LLC 810.02%2.24%7.90%Q3 2016Q2 20229
Farmers & Merchants Trust Co of Long Beach 990.09%0.10%0.12%Q3 2021Q3 20239
Atria Investments, Inc 990.02%0.05%0.11%Q3 2021Q3 20239
NORTHERN CAPITAL MANAGEMENT LLC 990.20%0.30%0.47%Q4 2016Q4 20189
Highlander Capital Management, LLC 990.02%0.04%0.05%Q3 2021Q3 20239
PITCAIRN CO 630.02%0.02%0.03%Q4 2020Q3 20239
Bellwether Advisors, LLC 990.01%0.02%0.03%Q4 2020Q4 20229
Stuart Chaussee & Associates, Inc. 540.02%5.84%13.63%Q4 2017Q1 20219
Continuum Advisory, LLC 720.10%0.34%0.60%Q2 2021Q3 20239
Accurate Wealth Management, LLC 540.12%0.24%0.42%Q2 2021Q3 20239
CENTRAL TRUST Co 990.01%0.02%0.02%Q3 2021Q3 20239
SPC Financial, Inc. 991.05%1.15%1.33%Q1 2020Q1 20229
Howard Capital Management Inc. 510.24%1.29%8.73%Q1 2018Q3 20239
Orin Green Financial, LLC 990.14%0.20%0.24%Q4 2020Q4 20229
Sunburst Financial Group, LLC 610.07%0.11%0.15%Q4 2020Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 630.04%0.09%0.13%Q4 2020Q3 20239
OGOREK ANTHONY JOSEPH /NY/ /ADV 990.00%0.00%0.00%Q3 2021Q3 20239
CALTON & ASSOCIATES, INC. 710.01%0.08%0.12%Q4 2017Q3 20219
ASPIRIANT, LLC 540.02%0.08%0.17%Q3 2016Q4 20189
Sandy Spring Bank 540.00%0.01%0.02%Q2 2019Q3 20239
Bell Bank 990.04%0.05%0.06%Q3 2021Q3 20239
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q1 2021Q1 20239
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q3 2015Q4 20219
Pathway Financial Advisors LLC 990.30%0.63%0.86%Q4 2017Q4 20199
Personal Capital Advisors Corp 410.00%0.00%0.00%Q4 2019Q3 20229
PFG Private Wealth Management, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Regal Investment Advisors LLC 410.02%0.03%0.04%Q2 2020Q3 20239
Realta Investment Advisors 630.05%0.09%0.15%Q1 2019Q3 20239
Beaumont Asset Management, L.L.C. 990.17%1.58%3.12%Q2 2020Q2 20229
BANK OF THE WEST 990.03%0.08%0.13%Q1 2020Q1 20229
HENGEHOLD CAPITAL MANAGEMENT LLC 990.80%2.40%5.14%Q3 2021Q3 20239
Ameritas Investment Company, LLC 990.01%0.10%0.48%Q3 2019Q3 20219
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.05%Q2 2013Q2 20159
CVA Family Office, LLC 720.00%0.00%0.00%Q1 2021Q2 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
BRIDGES INVESTMENT MANAGEMENT INC 810.01%0.01%0.01%Q1 2019Q2 20219
XML Financial, LLC 610.03%0.04%0.06%Q4 2020Q2 20239
Ameritas Advisory Services, LLC 880.13%0.29%0.52%Q4 2021Q3 20238
Simplicity Solutions, LLC 510.01%0.29%0.52%Q4 2018Q2 20238
Capstone Triton Financial Group, LLC 410.14%0.96%1.75%Q4 2020Q2 20238
HB Wealth Management, LLC 880.17%0.21%0.28%Q4 2021Q3 20238
CERTUITY, LLC 880.06%0.09%0.12%Q4 2021Q3 20238
Crescent Grove Advisors, LLC 880.06%0.09%0.12%Q4 2021Q3 20238
Fortune 45 LLC 881.52%4.45%10.88%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.25%0.29%0.34%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 710.03%0.04%0.06%Q1 2020Q3 20238
CIBC WORLD MARKET INC. 320.00%0.00%0.00%Q2 2020Q3 20238
Smithfield Trust Co 880.01%0.01%0.01%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.40%0.57%0.79%Q4 2021Q3 20238
Dentgroup LLC 880.28%0.35%0.47%Q4 2021Q3 20238
ETFIDEA, LLC 880.36%0.44%0.52%Q4 2021Q3 20238
Trexquant Investment LP 420.01%0.05%0.11%Q1 2020Q3 20238
Pasadena Private Wealth, LLC 880.19%0.25%0.38%Q1 2020Q4 20218
Homrich & Berg 880.01%0.18%0.30%Q4 2019Q3 20218
EverSource Wealth Advisors, LLC 880.43%0.82%1.84%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.00%0.08%0.36%Q4 2021Q3 20238
FORVIS Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SOA Wealth Advisors, LLC. 880.00%0.05%0.06%Q4 2021Q3 20238
ATWOOD & PALMER INC 880.00%0.00%0.00%Q3 2018Q2 20208
LifePlan Financial Group, Inc 880.00%0.00%0.00%Q1 2018Q4 20198
Citizens National Bank Trust Department 880.01%0.01%0.02%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cordasco Financial Network 880.00%0.00%0.01%Q3 2020Q2 20228
Von Berge Wealth Management Group, LLC 884.73%5.45%6.84%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 885.69%6.76%8.19%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Livingston Group Asset Management CO (operating as Southport Capital Management) 880.04%0.21%0.32%Q1 2020Q4 20218
Newbridge Financial Services Group, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.07%0.13%0.26%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.00%Q3 2016Q3 20188
Clearstead Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Avant Capital LLC 881.49%1.71%2.00%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.03%0.06%0.12%Q4 2021Q3 20238
Quent Capital, LLC 880.07%0.09%0.12%Q4 2021Q3 20238
Private Capital Group, LLC 880.01%0.01%0.01%Q4 2017Q3 20198
KEB ASSET MANAGEMENT, LLC 880.12%0.16%0.23%Q4 2021Q3 20238
AMG National Trust Bank 710.01%0.01%0.01%Q4 2020Q2 20238
Addison Advisors LLC 880.03%0.04%0.10%Q4 2021Q3 20238
RDA Financial Network 880.87%1.01%1.16%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 881.45%2.36%4.71%Q4 2021Q3 20238
Carroll Investors, Inc 880.25%0.30%0.36%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.01%0.02%Q4 2020Q3 20228
Erickson Financial Group, LLC 8817.45%21.12%24.76%Q4 2021Q3 20238
Activest Wealth Management 610.01%0.01%0.01%Q1 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.08%0.35%0.98%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.20%0.27%0.37%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 620.00%0.00%0.00%Q2 2015Q2 20228
FLOW TRADERS U.S. LLC 210.00%0.13%0.35%Q3 2016Q3 20228
MONETARY MANAGEMENT GROUP INC 880.00%0.01%0.02%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 883.98%4.46%4.96%Q4 2021Q3 20238
Madison Wealth Partners, Inc 430.10%0.12%0.13%Q2 2021Q3 20237
55I, LLC 770.01%0.01%0.03%Q1 2021Q3 20227
One Capital Management, LLC 770.05%0.93%1.77%Q1 2022Q3 20237
Timber Hill LLC 410.01%0.02%0.04%Q2 2013Q1 20187
Almanack Investment Partners, LLC. 210.03%0.10%0.16%Q4 2019Q2 20237
ANGELES WEALTH MANAGEMENT, LLC 778.44%9.84%10.90%Q1 2022Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
EVOKE WEALTH, LLC 610.00%0.01%0.02%Q3 2019Q3 20227
Allegis Investment Advisors, LLC 770.20%3.36%6.83%Q3 2016Q1 20187
Barber Financial Group, Inc. 610.05%0.65%4.06%Q2 2017Q1 20237
American Trust 770.02%0.93%3.89%Q1 2022Q3 20237
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q3 2021Q3 20237
Advisor Resource Council 610.04%0.12%0.26%Q2 2021Q1 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.03%Q4 2018Q3 20237
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.04%0.05%0.06%Q2 2020Q4 20217
Bartlett & Co. LLC 770.00%0.00%0.00%Q2 2022Q4 20237
Baystate Wealth Management LLC 770.01%0.14%0.22%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.13%0.16%0.21%Q1 2022Q3 20237
TD Capital Management LLC 770.01%0.01%0.01%Q2 2020Q4 20217
Plante Moran Financial Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Intrua Financial, LLC 770.08%0.11%0.13%Q3 2021Q1 20237
Eagle Strategies LLC 430.32%0.48%0.88%Q4 2021Q3 20237
Beacon Capital Management, LLC 771.72%2.20%3.01%Q1 2022Q3 20237
Cornerstone Management, Inc. 610.04%0.04%0.07%Q3 2020Q1 20237
National Wealth Management Group, LLC 520.25%0.38%0.80%Q4 2021Q3 20237
Concord Wealth Partners 430.03%0.04%0.05%Q4 2021Q3 20237
JOHNSON INVESTMENT COUNSEL INC 770.00%0.00%0.01%Q1 2022Q3 20237
Interchange Capital Partners, LLC 610.12%0.86%1.93%Q1 2021Q1 20237
Asset Management Resources, LLC 432.91%4.18%5.54%Q4 2021Q3 20237
Barnett & Company, Inc. 430.01%0.08%0.19%Q2 2020Q2 20227
Wescott Financial Advisory Group, LLC 770.09%0.11%0.15%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.09%0.10%0.12%Q1 2022Q3 20237
HRT FINANCIAL LP 310.01%0.05%0.19%Q1 2020Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Equitable Holdings, Inc. 410.00%0.01%0.01%Q2 2020Q3 20237
Stonegate Investment Group, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
HAZLETT, BURT & WATSON, INC. 770.17%0.19%0.20%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.03%0.04%Q3 2020Q3 20237
Applied Capital LLC 770.36%0.52%0.62%Q1 2021Q3 20227
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
HOWE & RUSLING INC 770.00%0.01%0.03%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.66%0.92%1.14%Q1 2022Q3 20237
Blackston Financial Advisory Group, LLC 779.10%10.01%10.71%Q4 2021Q2 20237
Advisory Alpha, LLC 430.01%0.02%0.03%Q4 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.01%Q2 2013Q4 20147
Redwood Financial Network Corp 660.53%0.77%1.00%Q1 2022Q2 20236
Sage Investment Advisers LLC 310.31%0.66%1.37%Q4 2021Q3 20236
US FINANCIAL ADVISORS, LLC 660.04%0.15%0.25%Q4 2014Q1 20166
Forum Private Client Group LLC 661.63%1.88%2.35%Q1 2022Q2 20236
Consolidated Planning Corp 510.04%0.35%1.06%Q3 2021Q3 20236
Clark Capital Management Group, Inc. 410.00%0.02%0.03%Q3 2016Q2 20236
FFT WEALTH MANAGEMENT LLC 660.16%0.35%0.70%Q4 2020Q1 20226
Meridian Wealth Partners, LLC 660.04%0.05%0.06%Q4 2019Q1 20216
Helen Stephens Group, LLC 330.12%0.16%0.26%Q4 2021Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.01%0.02%0.02%Q2 2022Q3 20236
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.08%0.09%0.11%Q2 2022Q3 20236
EVERGREEN CAPITAL MANAGEMENT LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Private Ocean, LLC 310.01%0.01%0.01%Q4 2020Q3 20226
KMS FINANCIAL SERVICES, INC 660.05%0.06%0.08%Q2 2013Q3 20146
City State Bank 660.01%0.02%0.04%Q4 2021Q1 20236
Tradition Wealth Management, LLC 660.04%0.04%0.05%Q4 2020Q1 20226
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.01%0.01%0.01%Q4 2014Q4 20176
UBS AG 660.02%0.03%0.04%Q2 2013Q3 20146
Empowered Funds, LLC 220.07%1.00%2.04%Q2 2020Q3 20236
Elite Wealth Management, Inc. 420.11%0.22%0.52%Q1 2013Q3 20146
Drake & Associates, LLC 665.83%6.41%7.09%Q2 2022Q3 20236
BERKSHIRE ASSET MANAGEMENT LLC/PA 660.03%0.03%0.03%Q2 2022Q3 20236
DAVIDSON TRUST CO 420.16%0.17%0.17%Q2 2021Q3 20236
Bogart Wealth, LLC 660.00%0.20%1.16%Q2 2022Q3 20236
Hubbell Strickland Wealth Management, LLC 420.13%0.13%0.16%Q2 2021Q3 20236
Spectrum Planning & Advisory Services Inc. 420.19%0.24%0.32%Q2 2021Q3 20236
NorthCrest Asset Manangement, LLC 310.12%0.15%0.22%Q4 2021Q3 20236
McCarthy Asset Management, Inc. 660.09%0.10%0.12%Q4 2020Q1 20226
Investors Capital Advisory Services 660.05%0.07%0.08%Q1 2015Q2 20166
Orion Portfolio Solutions, LLC 310.00%0.01%0.02%Q4 2019Q3 20236
Tower Wealth Partners, Inc. 668.13%9.76%13.61%Q2 2022Q3 20236
BOKF, NA 420.00%0.00%0.00%Q4 2021Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.03%Q2 2022Q3 20236
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q3 2021Q4 20236
TRUST CO OF VERMONT 660.00%0.00%0.00%Q2 2022Q3 20236
Biltmore Capital Advisors LLC 664.55%5.40%7.15%Q3 2020Q4 20216
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Summit Financial, LLC 660.02%0.03%0.03%Q4 2020Q1 20226
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 411.72%2.12%2.54%Q2 2013Q1 20196
Stone Asset Management Inc. 662.33%4.66%8.79%Q4 2021Q1 20236
Wealthspire Advisors, L.P. 660.01%0.01%0.01%Q4 2017Q1 20196
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2020Q1 20236
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q4 2021Q1 20236
EVERETT HARRIS & CO /CA/ 660.00%0.00%0.00%Q4 2020Q1 20226
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
StoneX Group Inc. 660.15%0.18%0.20%Q3 2020Q4 20216
Pure Financial Advisors, LLC 510.01%0.01%0.01%Q4 2021Q4 20236
Snowden Capital Advisors LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Global Financial Private Capital, Inc 551.01%1.26%1.73%Q2 2019Q2 20205
Aptus Capital Advisors, LLC 550.00%0.01%0.02%Q1 2022Q1 20235
Resource Management, LLC 550.04%0.04%0.05%Q3 2019Q3 20205
Burleson & Company, LLC 550.00%0.01%0.03%Q4 2021Q4 20225
CHURCHILL MANAGEMENT Corp 550.21%0.24%0.28%Q4 2020Q4 20215
Cerity Partners LLC 410.00%0.00%0.00%Q1 2022Q2 20235
Maryland Capital Management 550.11%0.12%0.12%Q1 2021Q1 20225
Financial Enhancement Group LLC 410.04%6.82%8.78%Q4 2015Q1 20195
CoreCap Advisors, LLC 550.05%0.08%0.15%Q4 2021Q4 20225
Destination Wealth Management 410.00%0.00%0.00%Q1 2018Q2 20195
TEXAS CAPITAL BANCSHARES INC/TX 210.29%1.95%3.82%Q3 2015Q4 20195
QUADRANT CAPITAL GROUP LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
COLONY GROUP LLC 410.01%0.02%0.05%Q4 2021Q3 20235
Fulcrum Equity Management 310.13%0.80%1.19%Q2 2021Q3 20235
Asset Dedication, LLC 411.57%1.74%1.90%Q4 2017Q3 20205
Legacy Financial Advisors, Inc. 550.14%0.18%0.29%Q3 2022Q3 20235
Elevated Capital Advisors, LLC 550.13%0.15%0.18%Q3 2022Q3 20235
Bangor Savings Bank 550.00%0.00%0.01%Q3 2022Q3 20235
UBS ASSET MANAGEMENT AMERICAS INC 550.00%0.00%0.00%Q3 2018Q3 20195
SMITH, MOORE & CO. 550.05%0.07%0.08%Q3 2022Q3 20235
Legend Financial Advisors, Inc. 550.01%0.02%0.03%Q3 2022Q3 20235
HBK Sorce Advisory LLC 210.01%0.01%0.02%Q3 2020Q3 20235
CBIZ Investment Advisory Services, LLC 550.01%0.01%0.02%Q4 2019Q4 20205
COLTON GROOME FINANCIAL ADVISORS, LLC 320.10%0.12%0.15%Q3 2021Q2 20235
Gupta Wealth Management LLC 551.70%2.47%3.02%Q1 2015Q1 20165
Total Clarity Wealth Management, Inc. 210.01%0.07%0.24%Q4 2019Q2 20225
High Net Worth Advisory Group LLC 550.20%0.26%0.29%Q4 2022Q4 20235
Sage Advisory Services, Ltd.Co. 552.90%6.41%7.55%Q4 2021Q4 20225
CGN Advisors LLC 550.11%0.16%0.22%Q4 2020Q4 20215
Capital Group Private Client Services, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
TBH Global Asset Management, LLC 550.07%0.09%0.10%Q4 2019Q4 20205
BNP PARIBAS FINANCIAL MARKETS 320.00%0.00%0.00%Q4 2021Q3 20235
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.09%0.11%0.16%Q3 2019Q3 20225
JNBA Financial Advisors 550.00%0.00%0.00%Q3 2015Q3 20165
PFS INVESTMENTS INC. 550.19%0.51%0.65%Q4 2021Q4 20225
AdvisorNet Financial, Inc 410.00%0.02%0.10%Q4 2017Q3 20215
WILLNER & HELLER, LLC 550.82%0.93%1.02%Q4 2021Q4 20225
Sterling Manor Financial, LLC 550.26%0.29%0.36%Q4 2020Q4 20215
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Center for Financial Planning, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Global Wealth Management Investment Advisory, Inc. 410.00%0.01%0.02%Q2 2019Q1 20215
MAI Capital Management 550.04%0.04%0.04%Q3 2022Q3 20235
Mayfair Advisory Group, LLC 440.29%0.32%0.34%Q2 2021Q1 20224
MITCHELL MCLEOD PUGH & WILLIAMS INC 440.09%0.12%0.17%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.03%0.03%0.03%Q2 2022Q1 20234
Penserra Capital Management LLC 210.00%0.02%0.03%Q3 2019Q2 20234
Redhawk Wealth Advisors, Inc. 310.03%0.06%0.08%Q2 2019Q3 20234
Cassady Schiller Wealth Management, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Breakwater Capital Group 440.72%0.83%0.95%Q4 2022Q3 20234
O'Dell Group, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
NORTHSTAR WEALTH PARTNERS LLC 440.31%0.81%1.21%Q1 2017Q4 20174
WEALTHSOURCE PARTNERS, LLC 220.04%0.05%0.07%Q2 2020Q3 20214
Carr Financial Group Corp 441.88%3.56%5.13%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q2 2017Q1 20184
Canvas Wealth Advisors, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Ironwood Financial, llc 440.00%0.00%0.00%Q4 2020Q3 20214
LVZ, Inc. 440.04%0.11%0.19%Q1 2020Q4 20204
IndexIQ Advisors LLC 440.00%0.04%0.06%Q2 2021Q1 20224
Live Oak Investment Partners 440.40%0.47%0.52%Q4 2022Q3 20234
MARSHALL WACE, LLP 210.00%0.00%0.01%Q4 2019Q3 20234
NATIONAL PLANNING CORP 210.01%0.17%0.35%Q4 2013Q3 20174
VitalStone Financial, LLC 440.00%0.21%0.80%Q4 2022Q3 20234
IBERIABANK CORP 310.03%0.04%0.04%Q4 2017Q2 20194
AFS Financial Group, LLC 440.78%0.90%0.98%Q4 2022Q3 20234
RITHOLTZ WEALTH MANAGEMENT 310.01%0.01%0.02%Q1 2022Q3 20234
Fee-Only Financial Planning, L.C. 440.60%0.71%0.77%Q4 2022Q3 20234
Waldron Private Wealth LLC 310.01%0.03%0.09%Q3 2015Q3 20234
Garden State Investment Advisory Services LLC 440.48%0.53%0.57%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.01%Q2 2020Q1 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
ProVise Management Group, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Provident Wealth Management, LLC 210.14%0.26%0.38%Q3 2020Q4 20214
BANCORPSOUTH INC 440.03%0.03%0.03%Q2 2016Q1 20174
Cassaday & Co Wealth Management LLC 4428.82%33.43%35.83%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
RETIREMENT GUYS FORMULA LLC 440.30%0.47%0.89%Q4 2021Q3 20224
Beaumont Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Edge Advisors, LLC 440.01%0.01%0.02%Q3 2017Q2 20184
WFA of San Diego, LLC 210.06%0.09%0.10%Q2 2022Q3 20234
Lloyd Advisory Services, LLC. 110.00%0.13%0.33%Q2 2020Q4 20214
Venture Visionary Partners LLC 310.00%0.02%0.02%Q2 2022Q3 20234
Tevis Investment Management 440.17%0.19%0.20%Q4 2021Q3 20224
CARY STREET PARTNERS ASSET MANAGEMENT LLC 440.04%0.04%0.05%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 444.87%5.98%6.43%Q4 2022Q3 20234
HM PAYSON & CO 310.00%0.00%0.00%Q3 2020Q3 20234
1834 INVESTMENT ADVISORS CO 440.00%0.01%0.01%Q3 2020Q2 20214
Private Wealth Group, LLC 440.36%0.55%0.68%Q4 2022Q3 20234
Chevy Chase Trust Holdings, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
Summit Investment Advisory Services, LLC 440.54%0.64%0.77%Q4 2022Q3 20234
Clarity Financial LLC 210.04%0.12%0.34%Q2 2022Q3 20234
SouthState Corp 440.01%0.01%0.01%Q4 2022Q3 20234
ARGI Investment Services, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
CHANNEL WEALTH LLC 440.16%0.62%0.92%Q1 2023Q4 20234
Solstein Capital, LLC 440.01%0.02%0.04%Q3 2021Q2 20224
Integrated Wealth Management 440.09%0.89%1.30%Q2 2016Q1 20174
Park Place Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.43%0.44%0.46%Q4 2020Q3 20214
LWMG, LLC 440.10%0.10%0.10%Q4 2022Q3 20234
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Sawyer & Company, Inc 440.01%0.01%0.02%Q4 2022Q3 20234
BBVA USA Bancshares, Inc. 440.26%0.27%0.29%Q1 2020Q4 20204
Capstone Financial Group, Inc. 440.24%1.53%2.04%Q4 2019Q3 20204
Coppell Advisory Solutions LLC 440.00%0.14%0.28%Q4 2022Q3 20234
Americana Partners, LLC 220.03%0.10%0.15%Q1 2021Q3 20234
Cresset Asset Management, LLC 310.00%0.00%0.00%Q3 2021Q1 20234
New Republic Capital, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Winch Advisory Services, LLC 210.01%0.04%0.13%Q2 2016Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.26%0.31%0.36%Q4 2022Q3 20234
GoalVest Advisory LLC 210.00%0.02%0.05%Q4 2020Q3 20234
Financial Freedom, LLC 440.10%0.13%0.14%Q4 2022Q3 20234
Fortis Advisors, LLC 440.01%0.02%0.02%Q3 2021Q2 20224
SIENA CAPITAL LLC 440.32%0.37%0.44%Q4 2021Q3 20224
Robertson Stephens Wealth Management, LLC 440.06%0.14%0.17%Q4 2022Q3 20234
Avestar Capital, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 330.06%0.14%0.22%Q1 2020Q3 20203
Strategic Investment Solutions, Inc. /IL 330.02%0.04%0.05%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.57%0.61%0.64%Q1 2023Q3 20233
Ballast, Inc. 330.37%0.40%0.42%Q4 2017Q2 20183
THEORY FINANCIAL LLC 332.14%2.23%2.36%Q4 2021Q2 20223
Arden Trust Co 210.03%0.04%0.04%Q2 2019Q2 20203
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
180 WEALTH ADVISORS, LLC 210.04%0.04%0.05%Q1 2022Q3 20233
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Spears Abacus Advisors LLC 330.05%0.05%0.06%Q2 2022Q4 20223
Stearns Financial Services Group 330.00%0.00%0.00%Q1 2020Q3 20203
Perennial Investment Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Mill Creek Capital Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Flagship Private Wealth, LLC 330.56%1.02%1.52%Q1 2023Q3 20233
LexAurum Advisors, LLC 330.08%0.10%0.12%Q2 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.03%Q3 2022Q3 20233
Oak Grove Capital LLC 330.02%0.03%0.03%Q1 2018Q3 20183
Michael S. Ryan, Inc. 330.25%0.25%0.25%Q2 2023Q4 20233
Mirae Asset Global Investments Co., Ltd. 210.00%0.01%0.02%Q2 2021Q3 20233
BB&T SECURITIES, LLC 330.01%0.01%0.01%Q2 2017Q4 20173
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 330.14%1.31%2.94%Q4 2021Q2 20223
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
CreativeOne Wealth, LLC 210.01%0.04%0.07%Q4 2021Q2 20233
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.01%0.04%Q3 2022Q2 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
Allegiant Private Advisors, LLC 330.64%0.79%0.95%Q4 2020Q2 20213
SILVERLAKE WEALTH MANAGEMENT LLC 330.19%0.20%0.22%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Asset Advisors Investment Management, LLC 330.03%0.03%0.03%Q4 2020Q2 20213
TPB WEALTH ADVISORS 210.59%0.83%1.14%Q4 2020Q3 20213
Grant Street Asset Management, Inc. 210.04%0.06%0.12%Q4 2020Q3 20223
Seven Springs Wealth Group, LLC 210.10%0.12%0.14%Q4 2021Q2 20233
Resurgent Financial Advisors LLC 210.01%0.04%0.05%Q4 2022Q3 20233
Rice Partnership, LLC 330.04%0.05%0.07%Q1 2023Q3 20233
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.00%0.01%Q2 2013Q4 20133
MMBG INVESTMENT ADVISORS CO. 330.06%0.07%0.09%Q3 2022Q1 20233
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q1 2023Q3 20233
Virtue Capital Management, LLC 330.03%0.04%0.04%Q3 2021Q1 20223
DOLIVER ADVISORS, LP 330.13%0.14%0.15%Q1 2022Q3 20223
Evercore Wealth Management, LLC 330.08%0.08%0.08%Q4 2017Q2 20183
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.01%0.02%0.04%Q4 2020Q2 20213
Golden State Wealth Management, LLC 330.01%0.06%0.09%Q1 2019Q3 20193
Human Investing LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Vontobel Holding Ltd. 330.00%0.01%0.01%Q1 2023Q3 20233
CHOREO, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
Truvestments Capital LLC 210.01%0.01%0.01%Q4 2021Q3 20223
EPG Wealth Management LLC 210.03%0.06%0.13%Q4 2019Q2 20213
CMC Financial Group 210.30%0.40%0.55%Q3 2019Q3 20203
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
PFG Advisors 110.02%0.04%0.07%Q3 2020Q3 20233
TOMPKINS FINANCIAL CORP 210.00%0.00%0.00%Q4 2020Q3 20213
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Compass Ion Advisors, LLC 330.08%0.14%0.18%Q2 2020Q4 20203
Brendel Financial Advisors LLC 330.36%0.41%0.47%Q1 2020Q3 20203
Hilltop Holdings Inc. 210.13%0.27%0.50%Q3 2021Q3 20233
Providence Capital Advisors, LLC 210.04%0.04%0.05%Q4 2019Q4 20203
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Kensington Asset Management, LLC 333.35%7.75%10.06%Q1 2023Q3 20233
Spotlight Asset Group, Inc. 210.08%0.19%0.29%Q4 2019Q4 20203
Financial Engines Advisors L.L.C. 330.00%0.00%0.00%Q1 2022Q3 20223
TD Waterhouse Canada Inc. 210.00%0.00%0.00%Q1 2022Q3 20233
Sonora Investment Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
BAKER BOYER NATIONAL BANK 331.19%1.21%1.23%Q3 2017Q1 20183
Belvedere Trading LLC 110.00%0.08%0.24%Q3 2020Q4 20223
Aaron Wealth Advisors LLC 330.04%0.07%0.12%Q1 2022Q3 20223
Bristlecone Advisors, LLC 210.01%0.02%0.04%Q3 2017Q2 20233
Ten Capital Wealth Advisors, LLC 330.09%0.12%0.19%Q4 2022Q2 20233
Chesley Taft & Associates LLC 330.04%0.04%0.04%Q2 2017Q4 20173
THOMPSON DAVIS & CO., INC. 330.02%0.02%0.02%Q1 2018Q3 20183
TFB Advisors LLC 334.78%5.84%6.85%Q4 2022Q2 20233
Vertex Planning Partners, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Crewe Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Y-Intercept (Hong Kong) Ltd 210.02%0.06%0.08%Q3 2021Q3 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
PEAK FINANCIAL ADVISORS LLC 331.81%3.48%5.02%Q2 2021Q4 20213
American Planning Services, Inc. 330.37%4.87%7.28%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
JBJ Investment Partners, LLC 330.04%0.04%0.05%Q2 2021Q4 20213
SUNTRUST BANKS INC 330.00%0.00%0.00%Q1 2016Q3 20163
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Fiera Capital Corp 330.00%0.00%0.00%Q2 2020Q4 20203
Worth Asset Management, LLC 330.15%0.73%1.18%Q1 2023Q3 20233
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
Winslow, Evans & Crocker, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
Twele Capital Management, Inc. 220.43%0.44%0.44%Q2 2013Q3 20132
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kaydan Wealth Management, Inc. 220.18%0.18%0.19%Q4 2021Q1 20222
DFPG INVESTMENTS, LLC 220.04%0.05%0.07%Q2 2023Q3 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
HERITAGE WEALTH MANAGEMENT, LLC 220.06%0.06%0.07%Q1 2022Q2 20222
Sentinus, LLC 220.10%0.10%0.11%Q1 2023Q2 20232
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.03%Q4 2021Q1 20222
Gunma Bank,Ltd. 111.17%1.18%1.18%Q1 2021Q3 20212
CORNERCAP INVESTMENT COUNSEL INC 111.12%1.63%2.14%Q3 2021Q1 20222
McAdam, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Buttonwood Financial Advisors Inc. 220.23%0.28%0.33%Q2 2023Q3 20232
Stratos Wealth Advisors, LLC 220.15%0.18%0.21%Q3 2021Q4 20212
Advocacy Wealth Management Services, LLC 220.13%0.15%0.18%Q2 2013Q3 20132
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q1 20142
Sterling Investment Counsel, LLC 220.12%0.14%0.15%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.27%0.46%0.65%Q3 2018Q4 20182
Lindbrook Capital, LLC 110.00%0.01%0.02%Q3 2020Q3 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Zhang Financial LLC 220.18%0.21%0.24%Q2 2023Q3 20232
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2022Q3 20222
GHP Investment Advisors, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Trek Financial, LLC 220.18%0.21%0.23%Q3 2021Q4 20212
Good Life Advisors, LLC 110.08%0.10%0.13%Q4 2016Q3 20232
IAMS WEALTH MANAGEMENT, LLC 220.46%0.49%0.52%Q1 2023Q2 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST AMERICAN TRUST, FSB 220.07%0.07%0.07%Q3 2021Q4 20212
PIN OAK INVESTMENT ADVISORS INC 220.00%0.00%0.01%Q2 2023Q3 20232
ClearBridge Investments 220.00%0.00%0.00%Q3 2016Q4 20162
SEAVIEW INVESTMENT MANAGERS LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Coppell Advisory Solutions Corp. 220.00%0.14%0.28%Q4 2022Q1 20232
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2022Q3 20222
Bleakley Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q2 20232
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Hugh Johnson Advisors LLC 220.10%0.10%0.10%Q2 2013Q3 20132
AlphaStar Capital Management, LLC 110.02%0.02%0.02%Q2 2022Q1 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INR ADVISORY SERVICES LLC 220.01%0.01%0.01%Q4 2018Q1 20192
USA FINANCIAL FORMULAS 110.20%0.28%0.36%Q2 2017Q1 20202
TCP Asset Management, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
Ridgewood Investments LLC 220.09%0.09%0.10%Q1 2023Q2 20232
GIRARD PARTNERS LTD. 110.02%0.11%0.21%Q3 2018Q4 20222
MILESTONE WEALTH, LLC 220.18%0.18%0.19%Q2 2022Q3 20222
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.01%Q4 2014Q4 20212
WMS Partners, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
DAVIDSON INVESTMENT ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
Gratus Capital, LLC 220.03%0.04%0.04%Q3 2018Q4 20182
GODSEY & GIBB, INC 110.04%0.04%0.04%Q1 2014Q4 20152
LVW Advisors, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
DOVER ADVISORS, LLC 220.22%0.23%0.24%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.28%0.30%0.30%Q4 2022Q1 20232
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Your Advocates Ltd., LLP 220.01%0.01%0.01%Q2 2023Q3 20232
DRW Securities, LLC 110.04%0.05%0.07%Q2 2013Q4 20132
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
Carmichael Hill & Associates, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 221.25%1.27%1.29%Q2 2018Q3 20182
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Deane Retirement Strategies, Inc. 222.08%3.65%5.22%Q1 2023Q2 20232
PRINCIPAL FINANCIAL GROUP INC 220.03%0.04%0.04%Q2 2020Q3 20202
FSC Wealth Advisors, LLC 110.01%3.04%6.08%Q4 2021Q3 20232
Perigon Wealth Management, LLC 110.00%0.01%0.02%Q4 2017Q4 20202
MFA WEALTH ADVISORS, LLC 227.55%7.89%8.22%Q2 2023Q3 20232
Sanctuary Wealth Management, L.L.C. 115.87%7.35%8.83%Q2 2021Q1 20222
GUIDANCE CAPITAL, INC 220.12%0.12%0.12%Q2 2023Q3 20232
Gateway Wealth Partners, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
Southern Farm Bureau Life Insurance 220.28%0.29%0.29%Q3 2021Q4 20212
PrairieView Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Legacy Trust 220.10%0.10%0.10%Q2 2023Q3 20232
VALICENTI ADVISORY SERVICES INC 221.98%2.02%2.05%Q2 2023Q3 20232
EXCHANGE TRADED CONCEPTS, LLC 110.56%1.17%1.78%Q3 2020Q4 20212
HL FINANCIAL SERVICES LLC 220.00%0.01%0.01%Q4 2018Q1 20192
Tidal Investments LLC 220.01%0.01%0.01%Q2 2022Q3 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WIN ADVISORS, INC 110.18%0.65%1.12%Q1 2023Q3 20232
AdvicePeriod, LLC 220.04%0.04%0.04%Q4 2017Q1 20182
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.06%0.06%0.06%Q2 2023Q3 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2023Q3 20232
Spinnaker Investment Group, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
WCG Wealth Advisors LLC 220.02%0.03%0.04%Q2 2022Q3 20222
IFC Holdings Incorporated/FL 220.02%0.02%0.02%Q2 2017Q3 20172
LAZARI CAPITAL MANAGEMENT, INC. 220.35%0.36%0.36%Q2 2023Q3 20232
SP Asset Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
WMG Financial Advisors, LLC 220.16%0.18%0.20%Q4 2021Q1 20222
Field & Main Bank 220.04%0.05%0.06%Q2 2023Q3 20232
FISCHER INVESTMENT STRATEGIES, LLC 224.20%4.25%4.31%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.06%0.09%0.12%Q2 2023Q3 20232
Indiana Trust & Investment Management CO 110.08%0.08%0.08%Q3 2023Q3 20231
Trilogy Capital Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Avalon Investment & Advisory 110.02%0.02%0.02%Q4 2022Q4 20221
MWA Asset Management 110.22%0.22%0.22%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.02%0.02%0.02%Q1 2022Q1 20221
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Prosperity Wealth Management, Inc. 110.48%0.48%0.48%Q3 2023Q3 20231
Mirador Capital Partners LP 110.15%0.15%0.15%Q4 2021Q4 20211
Synergy Asset Management, LLC 110.69%0.69%0.69%Q1 2023Q1 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARS Wealth Advisors Group, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Retirement Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FIRST CITIZENS BANK & TRUST CO 110.00%0.00%0.00%Q2 2023Q2 20231
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q1 2022Q1 20221
OKABENA INVESTMENT SERVICES INC 110.02%0.02%0.02%Q1 2023Q1 20231
Zions Bancorporation, N.A. 110.03%0.03%0.03%Q2 2022Q2 20221
Iron Horse Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.12%0.12%0.12%Q3 2023Q3 20231
COWA, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Blue Chip Wealth Management, Inc. 110.16%0.16%0.16%Q3 2020Q3 20201
Ellevest, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
IFG Advisory, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Kore Private Wealth LLC 110.02%0.02%0.02%Q4 2018Q4 20181
BROWN WEALTH MANAGEMENT, LLC 110.30%0.30%0.30%Q2 2023Q2 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Corbenic Partners LLC 110.89%0.89%0.89%Q2 2022Q2 20221
First Personal Financial Services 110.01%0.01%0.01%Q1 2023Q1 20231
Carmel Capital Partners, LLC 110.41%0.41%0.41%Q4 2021Q4 20211
Ergoteles LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Laidlaw Wealth Management LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Bank of Kentucky, Inc. 110.02%0.02%0.02%Q2 2014Q2 20141
Thomasville National Bank 110.02%0.02%0.02%Q1 2015Q1 20151
Global Index Advisors Inc 110.12%0.12%0.12%Q2 2014Q2 20141
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Sensible Financial Planning & Management, LLC. 110.01%0.01%0.01%Q2 2016Q2 20161
4Thought Financial Group Inc. 110.08%0.08%0.08%Q1 2021Q1 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Hexagon Capital Partners LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q1 2022Q1 20221
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 110.10%0.10%0.10%Q4 2021Q4 20211
Blue Sky Asset Management, LLC 110.88%0.88%0.88%Q4 2019Q4 20191
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Risk Paradigm Group, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
MATHER GROUP, LLC. 110.31%0.31%0.31%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
New England Capital Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MADISON INVESTMENT HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Hartford Financial Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
ALPS ADVISORS INC 110.08%0.08%0.08%Q3 2023Q3 20231
Avitas Wealth Management LLC 111.23%1.23%1.23%Q2 2022Q2 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Charles Schwab Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
FNY Investment Advisers, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Geller Advisors LLC 110.70%0.70%0.70%Q3 2014Q3 20141
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Goepper Burkhardt LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Stadion Money Management, LLC 110.09%0.09%0.09%Q3 2014Q3 20141
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
Tortoise Investment Management, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
TOTAL INVESTMENT MANAGEMENT INC 110.04%0.04%0.04%Q4 2021Q4 20211
Fiduciary Alliance LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Carolina Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JT Stratford LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q2 2020Q2 20201
TWO SIGMA INVESTMENTS, LP 110.05%0.05%0.05%Q3 2023Q3 20231
Crane Advisory, LLC 110.39%0.39%0.39%Q3 2022Q3 20221
First Command Bank 110.00%0.00%0.00%Q3 2022Q3 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MILESTONE ASSET MANAGEMENT, LLC 111.34%1.34%1.34%Q1 2023Q1 20231
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2021Q3 20211
Truepoint, Inc. 110.12%0.12%0.12%Q1 2020Q1 20201
Moss Adams Wealth Advisors LLC 111.34%1.34%1.34%Q4 2022Q4 20221
Clear Creek Financial Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Wealthstreet Investment Advisors, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
FOREFRONT WEALTH MANAGEMENT INC. 110.94%0.94%0.94%Q4 2021Q4 20211
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q4 2021Q4 20211
Retireful, LLC 110.54%0.54%0.54%Q1 2023Q1 20231
Icon Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
ForthRight Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Brown Miller Wealth Management, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Dakota Wealth Management 110.04%0.04%0.04%Q2 2022Q2 20221
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
COLLECTIVE FAMILY OFFICE LLC 110.41%0.41%0.41%Q1 2022Q1 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Headlands Technologies LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Jaffetilchin Investment Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
HORIZON FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Parisi Gray Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
EQUITEC SPECIALISTS, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
MCF Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Stelac Advisory Services LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.08%0.08%0.08%Q2 2023Q2 20231
Palo Capital, Inc. 110.07%0.07%0.07%Q3 2018Q3 20181
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fortis Group Advisors, LLC 112.69%2.69%2.69%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
NAPLES GLOBAL ADVISORS, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
OLD MISSION CAPITAL, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Legacy Capital Group California, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Prostatis Group LLC 113.43%3.43%3.43%Q3 2020Q3 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Arkos Global Advisors 110.07%0.07%0.07%Q1 2022Q1 20221
Marks Wealth, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Claraphi Advisory Network, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Anfield Capital Management, LLC 110.27%0.27%0.27%Q1 2021Q1 20211
St. Johns Investment Management Company, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Balentine LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Independent Advisor Alliance 110.05%0.05%0.05%Q1 2017Q1 20171
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
RF&L WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Financial Sense Advisors, Inc. 119.65%9.65%9.65%Q1 2022Q1 20221
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
James Reed Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Claybrook Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Advisors Preferred, LLC 111.91%1.91%1.91%Q4 2020Q4 20201
Northstar Advisory Group, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
JOYN Advisors, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Walkner Condon Financial Advisors LLC 110.08%0.08%0.08%Q2 2022Q2 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
MEITAV INVESTMENT HOUSE LTD 110.01%0.01%0.01%Q2 2023Q2 20231
HARVEST CAPITAL MANAGEMENT INC 110.15%0.15%0.15%Q1 2017Q1 20171
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.42%0.42%0.42%Q3 2023Q3 20231
WJ Wealth Management, LLC 111.37%1.37%1.37%Q2 2020Q2 20201
COWEN AND COMPANY, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
ROTHSCHILD INVESTMENT LLC /IL 110.03%0.03%0.03%Q1 2015Q1 20151
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2015Q4 20151
BLUESTEIN R H & CO LLC 110.11%0.11%0.11%Q3 2020Q3 20201
External links

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