VANGUARD ADMIRAL FDS INC shareholder history

Current and past VANGUARD ADMIRAL FDS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 42420.00%0.02%0.04%Q2 2013Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.16%0.69%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.04%0.10%Q2 2013Q3 202342
Janney Montgomery Scott LLC 30100.05%0.14%0.32%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.08%0.14%Q4 2013Q3 202340
NORTHERN TRUST CORP 38380.00%0.00%0.00%Q2 2014Q3 202338
Creative Planning 3350.00%0.00%0.01%Q1 2014Q3 202338
US BANCORP \DE\ 36360.00%0.00%0.01%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.04%Q4 2014Q3 202336
STEPHENS INC /AR/ 19170.00%0.01%0.01%Q3 2014Q3 202336
Essex Financial Services, Inc. 36360.06%1.51%2.96%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Citadel Advisors 1310.00%0.00%0.00%Q4 2014Q3 202334
OPPENHEIMER & CO INC 2210.00%0.02%0.08%Q2 2013Q3 202234
Sigma Planning Corp 3120.08%0.18%0.35%Q1 2015Q3 202333
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
CITIGROUP INC 32320.00%0.00%0.00%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.00%0.01%Q1 2016Q4 202332
CENTRAL TRUST Co 16150.00%0.00%0.01%Q2 2015Q3 202331
FIFTH THIRD BANCORP 31310.00%0.00%0.00%Q1 2016Q3 202331
SYNOVUS FINANCIAL CORP 1290.00%0.00%0.01%Q1 2015Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q1 2014Q2 202331
HSBC HOLDINGS PLC 2730.00%0.01%0.01%Q1 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 29290.00%0.01%0.01%Q3 2016Q3 202329
Pinnacle Wealth Management Advisory Group, LLC 29290.08%0.26%0.41%Q3 2016Q3 202329
Avior Wealth Management, LLC 29290.00%0.01%0.02%Q3 2016Q3 202329
Carnegie Capital Asset Management, LLC 1410.01%0.02%0.03%Q3 2015Q3 202329
Cetera Advisor Networks LLC 2180.01%0.02%0.04%Q2 2016Q3 202329
GLENMEDE TRUST CO NA 950.00%0.00%0.00%Q3 2014Q3 202329
EATON VANCE MANAGEMENT 29290.00%0.00%0.00%Q3 2015Q3 202229
North Star Investment Management Corp. 17120.00%0.00%0.01%Q2 2016Q3 202329
PINNACLE ASSOCIATES LTD 29290.01%0.02%0.03%Q3 2016Q3 202329
TOMPKINS FINANCIAL CORP 18100.18%2.12%6.17%Q4 2016Q4 202328
JPMORGAN CHASE & CO 28280.00%0.04%0.11%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28280.00%0.00%0.01%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.04%0.07%0.11%Q3 2016Q3 202328
Global Retirement Partners, LLC 28280.00%0.03%0.30%Q4 2016Q3 202328
Advisory Services Network, LLC 1610.00%0.12%0.21%Q1 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.02%0.02%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28282.20%3.34%3.90%Q4 2016Q3 202328
Caprock Group, LLC 2610.56%0.96%1.33%Q2 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.05%Q2 2013Q4 201927
KEYBANK NATIONAL ASSOCIATION/OH 27270.00%0.02%0.03%Q1 2017Q3 202327
Cornerstone Advisory, LLC 27270.52%0.83%1.36%Q1 2017Q3 202327
Bridgeworth, LLC 27270.15%0.87%1.42%Q1 2017Q3 202327
HighTower Advisors, LLC 16110.00%0.01%0.05%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.03%0.07%0.16%Q1 2017Q3 202327
Baird Financial Group, Inc. 27270.00%0.01%0.01%Q1 2017Q3 202327
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14130.00%0.01%0.06%Q4 2016Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.01%0.02%Q1 2015Q3 202327
Silicon Valley Capital Partners 2020.04%0.28%4.31%Q1 2016Q3 202326
Cetera Advisors LLC 2330.09%0.14%0.20%Q1 2017Q3 202326
Connecticut Wealth Management, LLC 1511.17%10.74%29.26%Q3 2016Q3 202326
Tower Research Capital LLC (TRC) 810.00%0.04%0.22%Q1 2014Q3 202325
Bank of New York Mellon Corp 25250.00%0.00%0.00%Q3 2017Q3 202325
AE Wealth Management LLC 25250.01%0.08%0.33%Q3 2017Q3 202325
Corient Capital Partners, LLC 25254.15%7.00%10.44%Q3 2016Q3 202225
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
Geneos Wealth Management Inc. 2310.00%0.01%0.05%Q2 2017Q3 202324
STIFEL FINANCIAL CORP 24240.00%0.01%0.01%Q4 2017Q3 202324
NEXT Financial Group, Inc 1210.00%0.01%0.03%Q3 2014Q4 202124
Stordahl Capital Management, Inc. 24243.46%5.35%6.78%Q4 2017Q3 202324
D.A. DAVIDSON & CO. 2310.00%0.02%0.02%Q3 2016Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Relaxing Retirement Coach 23230.29%0.65%1.52%Q4 2017Q2 202323
AdvisorNet Financial, Inc 1580.00%0.07%0.17%Q4 2017Q3 202323
GOLDMAN SACHS GROUP INC 1410.00%0.00%0.00%Q4 2013Q3 202323
Stratos Wealth Partners, LTD. 23230.01%0.01%0.02%Q3 2016Q1 202223
SIGNATUREFD, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
OLD NATIONAL BANCORP /IN/ 1910.01%0.02%0.03%Q2 2014Q1 202222
PRUDENTIAL PLC 1930.00%0.01%0.06%Q1 2018Q3 202322
OneDigital Investment Advisors LLC 1930.00%0.05%0.13%Q1 2018Q3 202322
PFG Advisors 1750.22%0.57%5.90%Q1 2018Q3 202322
COOPER/HAIMS ADVISORS, LLC 22220.28%0.48%0.66%Q2 2018Q3 202322
CENTAURUS FINANCIAL, INC. 1660.01%0.03%0.07%Q1 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.01%0.03%Q3 2018Q3 202321
Bison Wealth, LLC 21210.04%0.31%0.61%Q4 2016Q4 202121
ATWOOD & PALMER INC 21210.00%0.00%0.00%Q3 2018Q3 202321
VANGUARD GROUP INC 1040.00%0.00%0.00%Q4 2014Q3 202121
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.04%0.06%Q1 2017Q3 202321
Plante Moran Financial Advisors, LLC 2010.00%0.01%0.02%Q1 2016Q3 202321
WINTRUST INVESTMENTS LLC 11100.09%0.10%0.14%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.10%Q3 2018Q3 202321
Hartford Financial Management Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 510.00%0.02%0.09%Q1 2014Q4 202220
Royal Fund Management, LLC 20200.06%0.79%1.37%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.81%1.52%2.92%Q4 2018Q3 202320
Essex Savings Bank 20200.24%0.33%0.43%Q4 2018Q3 202320
Cetera Investment Advisers 1910.03%0.09%0.17%Q3 2018Q3 202320
Wambolt & Associates, LLC 20200.14%0.26%0.38%Q4 2018Q3 202320
Betterment LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
NewEdge Advisors, LLC 20200.00%0.08%0.16%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 19190.00%0.01%0.02%Q1 2019Q3 202319
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q1 2015Q3 202319
Altium Wealth Management LLC 19191.18%2.76%4.01%Q4 2017Q2 202219
TSFG, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Private Capital Group, LLC 19190.16%0.27%0.36%Q4 2017Q2 202219
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
LEVEL FOUR ADVISORY SERVICES, LLC 1420.02%0.07%0.14%Q4 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cadence Bank 1120.03%0.06%0.16%Q4 2017Q3 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.00%Q1 2019Q3 202319
Covington Capital Management 1360.00%0.00%0.00%Q3 2017Q3 202219
American Portfolios Advisors 1810.00%0.02%0.03%Q4 2017Q3 202219
Laurel Wealth Advisors, Inc. 1170.03%0.13%0.24%Q2 2018Q4 202218
SMITHBRIDGE ASSET MANAGEMENT INC/DE 18180.16%0.60%1.52%Q3 2017Q4 202118
MERCER GLOBAL ADVISORS INC /ADV 1440.00%0.00%0.01%Q1 2019Q3 202318
Lenox Wealth Advisors, LLC 18180.02%0.02%0.03%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
Aspire Private Capital, LLC 1350.00%0.00%0.00%Q4 2018Q3 202318
Vivaldi Capital Management LP 17170.06%0.09%0.12%Q4 2018Q4 202217
CREATIVE FINANCIAL DESIGNS INC /ADV 1160.13%0.82%1.44%Q2 2018Q3 202317
Mutual Advisors, LLC 1520.03%0.04%0.06%Q2 2019Q3 202317
NICOLET BANKSHARES INC 17170.11%0.23%0.31%Q3 2019Q3 202317
WHALEROCK POINT PARTNERS, LLC 1070.08%0.21%0.28%Q4 2013Q1 201817
Bartlett & Co. LLC 1610.00%0.00%0.02%Q3 2019Q4 202317
CAPTRUST FINANCIAL ADVISORS 16160.00%0.01%0.01%Q4 2019Q3 202316
First Allied Advisory Services, Inc. 1510.03%0.13%0.24%Q4 2014Q3 202016
Halpern Financial, Inc. 16160.09%0.32%1.43%Q4 2019Q3 202316
CALTON & ASSOCIATES, INC. 16160.11%0.66%1.58%Q3 2019Q2 202316
Miracle Mile Advisors, LLC 16160.10%0.43%0.72%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.84%1.44%2.52%Q4 2017Q3 202116
Cutter & CO Brokerage, Inc. 16160.06%0.10%0.20%Q1 2018Q4 202116
GREAT LAKES ADVISORS, LLC 16160.01%0.02%0.03%Q1 2014Q4 201716
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Financial Advocates Investment Management 16160.02%0.14%0.46%Q4 2017Q3 202116
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.01%0.02%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.25%0.29%0.32%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
Archer Investment Corp 16160.13%0.15%0.17%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 16162.10%3.61%5.93%Q4 2019Q3 202316
Cribstone Capital Management, LLC 1420.05%0.10%0.40%Q2 2016Q3 202016
SIMON QUICK ADVISORS, LLC 15150.02%0.13%0.27%Q1 2020Q3 202315
TCI Wealth Advisors, Inc. 1320.00%0.00%0.02%Q2 2015Q1 202315
PEAPACK GLADSTONE FINANCIAL CORP 15150.02%0.03%0.04%Q1 2020Q3 202315
HOLDERNESS INVESTMENTS CO 1310.08%0.10%0.11%Q3 2018Q3 202315
FARMERS & MERCHANTS INVESTMENTS INC 1230.00%0.00%0.01%Q1 2015Q3 202315
Simplicity Solutions, LLC 1230.03%0.15%0.54%Q1 2018Q3 202315
Relyea Zuckerberg Hanson LLC 15151.72%2.56%4.36%Q1 2020Q3 202315
Gateway Advisory, LLC 1230.62%1.11%1.99%Q1 2017Q4 202015
Ayalon Insurance Comp Ltd. 1320.00%0.29%0.59%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.04%0.06%0.06%Q1 2020Q3 202315
Magnus Financial Group LLC 15150.62%1.18%1.70%Q1 2020Q3 202315
Glassman Wealth Services 15150.00%0.00%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.08%Q2 2016Q4 201915
Summit Asset Management, LLC 15150.18%0.24%0.28%Q1 2020Q3 202315
Belpointe Asset Management LLC 1210.01%0.02%0.05%Q3 2018Q1 202315
Cardan Capital Partners, LLC 15150.09%0.10%0.13%Q1 2018Q3 202115
Gladstone Institutional Advisory LLC 14140.02%0.07%0.33%Q2 2020Q3 202314
Koshinski Asset Management, Inc. 1210.02%0.03%0.04%Q3 2018Q3 202314
GM Advisory Group, LLC 14140.28%3.26%8.83%Q2 2020Q3 202314
PATHSTONE FAMILY OFFICE, LLC 810.00%0.01%0.04%Q1 2019Q3 202314
FCG ADVISORS, LLC 14140.11%0.53%1.16%Q2 2017Q3 202014
Joel Isaacson & Co., LLC 14140.09%0.86%1.53%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.03%0.06%0.09%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.03%0.08%Q2 2020Q3 202314
FinTrust Capital Advisors, LLC 14140.01%0.04%0.09%Q2 2020Q3 202314
Private Portfolio Partners LLC 14140.06%0.08%0.10%Q2 2020Q3 202314
MUFG Americas Holdings Corp 14140.00%0.00%0.01%Q2 2019Q3 202214
Cresset Asset Management, LLC 820.01%0.02%0.03%Q2 2019Q3 202314
Arkos Global Advisors 14140.07%0.12%0.17%Q2 2020Q3 202314
BOK Financial Private Wealth, Inc. 14140.03%0.05%0.08%Q2 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 860.00%0.00%0.00%Q2 2018Q1 202214
COZAD ASSET MANAGEMENT INC 14140.56%0.72%0.86%Q2 2020Q3 202314
Pensionmark Financial Group, LLC 14140.05%0.07%0.10%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
Triton Wealth Management, PLLC 14140.16%0.43%0.79%Q1 2020Q2 202314
Wealthcare Advisory Partners LLC 910.00%0.01%0.04%Q1 2018Q3 202313
Asset Management Group, Inc. 13130.26%0.53%0.64%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.00%Q3 2020Q3 202313
RWA WEALTH PARTNERS, LLC 720.01%0.02%0.02%Q1 2018Q3 202313
Wealthquest Corp 13130.05%0.07%0.09%Q3 2020Q3 202313
ERTS Wealth Advisors, LLC 850.06%0.11%0.17%Q4 2018Q1 202213
Kestra Advisory Services, LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
Renaissance Technologies 310.00%0.00%0.00%Q3 2018Q3 202313
Secure Asset Management, LLC 13130.07%0.16%0.35%Q3 2020Q3 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 13130.03%0.07%0.15%Q1 2017Q1 202013
Total Clarity Wealth Management, Inc. 13130.10%0.27%0.49%Q4 2019Q4 202213
Leelyn Smith, LLC 13130.01%0.01%0.01%Q4 2019Q4 202213
FORTE CAPITAL LLC /ADV 13130.23%0.24%0.26%Q2 2020Q2 202313
New England Private Wealth Advisors LLC 13130.04%0.05%0.05%Q3 2020Q3 202313
American Financial Advisors, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 910.00%0.00%0.01%Q4 2017Q3 202312
Insight Advisors, LLC/ PA 12120.19%0.64%1.36%Q4 2020Q3 202312
HL FINANCIAL SERVICES LLC 12120.01%0.02%0.04%Q2 2016Q1 201912
Atria Investments, Inc 840.01%0.03%0.07%Q1 2019Q3 202312
EVERGREEN CAPITAL MANAGEMENT LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12120.29%0.43%0.56%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.49%1.57%2.59%Q4 2020Q3 202312
Evercore Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Prospera Financial Services Inc 710.00%0.02%0.03%Q2 2020Q3 202312
WEDBUSH SECURITIES INC 1110.02%0.08%0.14%Q4 2017Q3 202312
B. Riley Wealth Advisors, Inc. 750.01%0.02%0.03%Q2 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.09%0.10%0.12%Q4 2020Q3 202312
COMMERCE BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12121.04%1.73%2.85%Q4 2020Q3 202312
Mariner, LLC 750.01%0.03%0.06%Q4 2017Q3 202312
GYL FINANCIAL SYNERGIES, LLC 12120.12%0.42%0.61%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.00%0.00%Q1 2020Q4 202212
SOA Wealth Advisors, LLC. 12120.01%0.02%0.02%Q4 2020Q3 202312
KWB Wealth 12120.14%0.21%0.28%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
DUBUQUE BANK & TRUST CO 12120.16%0.18%0.20%Q4 2020Q3 202312
Biltmore Capital Advisors LLC 12122.01%4.52%8.27%Q1 2019Q4 202112
Kingsview Wealth Management, LLC 910.01%0.34%0.68%Q1 2017Q4 202211
Belvedere Trading LLC 420.00%0.04%0.28%Q4 2021Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Johnson Financial Group, Inc. 11110.00%0.00%0.00%Q4 2019Q2 202211
FIFTH THIRD SECURITIES, INC. 610.08%0.60%1.18%Q4 2017Q3 202311
J.W. COLE ADVISORS, INC. 810.14%0.23%0.32%Q4 2019Q3 202311
MARK SHEPTOFF FINANCIAL PLANNING, LLC 11110.01%0.01%0.01%Q2 2018Q4 202011
GFS Advisors, LLC 11111.72%2.16%3.02%Q2 2016Q4 201811
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Pacific Center for Financial Services 830.06%0.07%0.09%Q4 2020Q3 202311
Penobscot Investment Management Company, Inc. 11110.12%0.14%0.15%Q1 2021Q3 202311
Timber Hill LLC 510.00%0.03%0.10%Q2 2013Q1 201811
NICOLET ADVISORY SERVICES, LLC 920.02%0.07%0.09%Q1 2020Q3 202311
Keystone Financial Group 920.05%0.39%0.52%Q4 2020Q3 202311
Wealthspire Advisors, LLC 830.01%0.02%0.04%Q4 2020Q3 202311
WHITTIER TRUST CO 10100.02%0.02%0.03%Q2 2021Q3 202310
JOHNSON INVESTMENT COUNSEL INC 10100.00%0.00%0.01%Q2 2021Q3 202310
Bank of New Hampshire 10100.14%0.16%0.19%Q2 2021Q3 202310
MidWestOne Financial Group, Inc. 10100.08%0.09%0.10%Q1 2021Q2 202310
Virtue Capital Management, LLC 10100.11%0.53%0.98%Q2 2021Q3 202310
Accel Wealth Management 10100.03%0.06%0.08%Q4 2020Q1 202310
SVB WEALTH LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
DUNCKER STREETT & CO INC 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
First Bancorp, Inc /ME/ 910.34%0.57%1.06%Q1 2021Q3 202310
KINGS POINT CAPITAL MANAGEMENT 10100.02%0.02%0.03%Q4 2019Q1 202210
First Horizon Advisors, Inc. 640.00%0.00%0.00%Q1 2021Q3 202310
ASSETMARK, INC 420.00%0.00%0.02%Q3 2020Q3 202310
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
Ameritas Investment Company, LLC 10100.05%0.13%0.22%Q2 2019Q3 202110
Orion Portfolio Solutions, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Front Row Advisors LLC 820.00%0.00%0.01%Q1 2018Q4 202110
Retirement Planning Group, LLC 10100.12%0.17%0.22%Q2 2021Q3 202310
VESTOR CAPITAL, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
MSI Financial Services Inc 910.00%0.02%0.05%Q2 2013Q4 201610
Brookstone Capital Management 10100.00%0.01%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.03%Q1 2021Q3 202310
MATHER GROUP, LLC. 640.00%0.01%0.01%Q4 2020Q3 202310
Summit Trail Advisors, LLC 990.02%0.05%0.09%Q3 2020Q3 20229
KESTRA PRIVATE WEALTH SERVICES, LLC 810.01%0.04%0.06%Q4 2020Q1 20239
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
WestHill Financial Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
NATIONAL PLANNING CORP 810.00%0.48%0.73%Q4 2014Q3 20179
GREENLEAF TRUST 990.00%0.01%0.01%Q3 2021Q3 20239
MAI Capital Management 990.01%0.01%0.01%Q3 2021Q3 20239
MGO ONE SEVEN LLC 810.00%0.07%0.17%Q4 2018Q3 20239
Portfolio Strategies, Inc. 991.61%2.84%4.52%Q3 2021Q3 20239
Sierra Capital LLC 990.00%0.05%0.10%Q3 2021Q3 20239
Avion Wealth 990.00%0.00%0.00%Q3 2021Q3 20239
Walker Asset Management, LLC 990.18%0.21%0.26%Q4 2021Q4 20239
OPTIMUM INVESTMENT ADVISORS 990.00%0.00%0.00%Q4 2018Q4 20209
Reynders McVeigh Capital Management, LLC 810.01%0.03%0.04%Q1 2020Q3 20239
Intercontinental Wealth Advisors, LLC 990.05%0.06%0.07%Q2 2021Q2 20239
S. R. Schill & Associates 720.09%0.10%0.11%Q3 2020Q3 20239
HRT FINANCIAL LP 310.01%0.03%0.14%Q1 2020Q1 20239
JNBA Financial Advisors 990.00%0.00%0.00%Q3 2021Q3 20239
Noven Financial Group, Inc. 991.56%3.37%5.62%Q3 2014Q3 20169
RMR Wealth Builders 990.09%0.13%0.21%Q3 2021Q3 20239
BEAM WEALTH ADVISORS, INC. 540.21%0.29%0.34%Q2 2021Q3 20239
InterOcean Capital, LLC 990.02%0.03%0.05%Q2 2018Q2 20209
FAS Wealth Partners, Inc. 990.00%0.00%0.01%Q4 2019Q4 20219
1900 WEALTH MANAGEMENT LLC 990.20%0.35%0.68%Q3 2021Q3 20239
MONOGRAPH WEALTH ADVISORS, LLC 880.10%0.12%0.15%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
Richwood Investment Advisors, LLC 880.20%0.22%0.26%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.25%0.70%2.89%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
SOL Capital Management CO 880.07%0.08%0.10%Q1 2019Q4 20208
Realta Investment Advisors 420.01%0.02%0.04%Q1 2019Q3 20238
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2020Q2 20238
Zhang Financial LLC 620.04%0.06%0.09%Q4 2020Q3 20238
BANCORPSOUTH INC 880.03%0.03%0.03%Q4 2015Q3 20178
MAS Advisors LLC 881.01%1.40%1.73%Q4 2021Q3 20238
ENCOMPASS WEALTH ADVISORS, LLC 440.05%0.15%0.36%Q2 2021Q3 20238
KWMG, LLC 880.04%0.04%0.05%Q4 2020Q3 20228
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
HFG Advisors, Inc. 881.23%1.34%1.42%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Cordasco Financial Network 880.00%0.00%0.01%Q3 2020Q2 20228
Ameritas Advisory Services, LLC 880.04%0.05%0.08%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 530.01%0.01%0.02%Q2 2020Q3 20228
CREDIT SUISSE AG/ 530.00%0.00%0.01%Q4 2014Q4 20208
Von Berge Wealth Management Group, LLC 880.87%0.95%1.04%Q4 2021Q3 20238
PHILADELPHIA TRUST CO 880.04%0.04%0.05%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.01%0.04%Q3 2018Q1 20218
Level Financial Advisors 880.02%0.02%0.03%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.31%0.47%0.63%Q4 2021Q3 20238
Chevy Chase Trust Holdings, LLC 880.00%0.00%0.00%Q4 2018Q3 20208
Paladin Advisory Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Parker Investment Management, LLC 530.07%2.66%11.95%Q4 2018Q4 20228
SRS Capital Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
CWM, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Snowden Capital Advisors LLC 510.00%0.01%0.02%Q2 2019Q2 20237
Argent Trust Co 770.04%0.05%0.06%Q2 2020Q4 20217
Asset Dedication, LLC 520.00%0.01%0.01%Q3 2021Q3 20237
Fragasso Group Inc. 430.02%0.03%0.03%Q3 2021Q4 20237
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
MinichMacGregor Wealth Management, LLC 770.00%0.00%0.00%Q1 2017Q3 20187
Princeton Global Asset Management LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.04%0.04%Q4 2021Q3 20237
Windward Private Wealth Management Inc. 770.22%0.61%0.75%Q1 2022Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 520.03%0.06%0.08%Q1 2020Q3 20227
AlphaMark Advisors, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 610.00%0.00%0.00%Q2 2018Q2 20207
Strategies Wealth Advisors, LLC 431.11%1.40%1.98%Q4 2021Q3 20237
Larson Financial Group LLC 430.00%0.75%1.36%Q2 2021Q3 20237
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
Prestige Wealth Management Group LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Blackston Financial Advisory Group, LLC 771.18%1.50%2.03%Q4 2021Q2 20237
CHEMICAL BANK 770.02%0.03%0.03%Q4 2017Q2 20197
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.15%0.22%0.42%Q3 2020Q1 20227
Holloway Wealth Management, LLC 770.01%0.01%0.01%Q3 2020Q1 20227
Investment Advisory Group, LLC 770.35%0.39%0.59%Q1 2022Q3 20237
Bragg Financial Advisors, Inc 770.02%0.02%0.03%Q1 2022Q3 20237
Partnervest Advisory Services LLC 770.46%0.53%0.64%Q1 2019Q3 20207
Dorsey & Whitney Trust CO LLC 770.22%0.25%0.30%Q1 2022Q3 20237
M&T BANK CORP 610.00%0.00%0.00%Q1 2019Q4 20207
Western Wealth Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
MYCIO WEALTH PARTNERS, LLC 770.02%0.02%0.02%Q2 2018Q4 20197
WEBSTERROGERS FINANCIAL ADVISORS, LLC 770.41%0.45%0.56%Q1 2022Q3 20237
Beacon Pointe Advisors, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.02%0.03%0.03%Q2 2020Q4 20217
Merit Financial Group, LLC 770.42%0.53%0.75%Q1 2022Q3 20237
Accredited Investors Inc. 770.03%0.05%0.08%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
ORSER CAPITAL MANAGEMENT, LLC 660.28%1.24%2.11%Q4 2020Q1 20226
Addison Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Veritable, L.P. 660.00%0.01%0.02%Q1 2022Q2 20236
ERn Financial, LLC 665.07%5.62%5.89%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.03%0.03%0.03%Q2 2022Q3 20236
SII INVESTMENTS INC/WI 660.02%0.02%0.03%Q4 2015Q1 20176
Taylor Hoffman Wealth Management 510.00%0.02%0.03%Q4 2018Q2 20206
Graypoint LLC 660.05%0.07%0.11%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.08%0.08%0.09%Q2 2022Q3 20236
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q4 2019Q1 20216
TOTH FINANCIAL ADVISORY CORP 660.01%0.01%0.01%Q1 2018Q2 20196
Modera Wealth Management, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
IHT Wealth Management, LLC 310.01%0.02%0.03%Q1 2017Q1 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 661.35%6.17%13.17%Q2 2022Q3 20236
Graves Light Lenhart Wealth, Inc. 660.14%0.46%0.79%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
CAROLINAS WEALTH CONSULTING LLC 660.08%0.74%0.98%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.00%0.05%0.17%Q2 2020Q1 20236
GEODE CAPITAL MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Cooper Financial Group 661.46%1.68%2.08%Q2 2022Q3 20236
Carmichael Hill & Associates, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Wells Financial Advisors INC 660.01%0.01%0.01%Q4 2020Q1 20226
New Millennium Group LLC 660.04%0.05%0.06%Q2 2022Q3 20236
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q4 2020Q1 20236
Motley Fool Wealth Management, LLC 660.01%0.01%0.02%Q3 2021Q4 20226
Householder Group Estate & Retirement Specialist, LLC 410.07%0.24%0.49%Q4 2021Q3 20236
SG Americas Securities, LLC 510.00%0.01%0.02%Q4 2015Q4 20176
Texas Capital Bank Wealth Management Services Inc 660.02%0.04%0.06%Q2 2021Q3 20226
Key FInancial Inc 660.00%0.00%0.01%Q2 2022Q3 20236
Anson Capital, Inc. 660.57%0.77%1.08%Q4 2021Q1 20236
THOMPSON SIEGEL & WALMSLEY LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Clearstead Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MCDONALD PARTNERS LLC 420.12%0.14%0.18%Q4 2020Q2 20226
Qube Research & Technologies Ltd 660.00%0.00%0.00%Q2 2022Q3 20236
Mosaic Family Wealth, LLC 660.04%0.04%0.04%Q4 2017Q1 20196
Dentgroup LLC 660.25%0.27%0.33%Q2 2022Q3 20236
TCF National Bank 420.02%0.03%0.03%Q3 2019Q1 20216
MIRSKY FINANCIAL MANAGEMENT CORP. 660.20%0.26%0.36%Q4 2018Q1 20206
CIBC WORLD MARKET INC. 550.00%0.00%0.01%Q4 2020Q4 20215
Crescent Capital Consulting, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Redhawk Wealth Advisors, Inc. 550.08%0.13%0.21%Q4 2018Q4 20195
Wells Trecaso Financial Group, LLC 550.11%0.22%0.32%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 550.08%0.65%0.80%Q3 2022Q3 20235
Brinker Capital Investments, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Stelac Advisory Services LLC 550.04%0.05%0.09%Q2 2020Q2 20215
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.06%0.08%0.10%Q4 2021Q4 20225
Sheaff Brock Investment Advisors, LLC 410.02%0.02%0.02%Q3 2018Q4 20195
James J. Burns & Company, LLC 550.11%0.18%0.26%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.02%Q4 2021Q3 20235
TRIAD FINANCIAL ADVISORS, INC. 550.20%0.61%0.79%Q3 2022Q3 20235
CAHILL FINANCIAL ADVISORS INC 410.02%0.10%0.12%Q3 2018Q3 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.02%0.02%Q3 2020Q3 20215
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
MONEY CONCEPTS CAPITAL CORP 210.01%0.04%0.06%Q4 2020Q4 20225
LVZ, Inc. 550.14%0.16%0.18%Q1 2015Q1 20165
Newman Dignan & Sheerar, Inc. 550.06%0.09%0.13%Q3 2020Q3 20215
Crestone Asset Management LLC 550.11%0.14%0.16%Q1 2017Q1 20185
SCOTIA CAPITAL INC. 320.00%0.00%0.01%Q3 2021Q1 20235
Kistler-Tiffany Companies, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
LAZARD ASSET MANAGEMENT LLC 410.00%0.00%0.01%Q2 2020Q2 20225
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Danda Trouve Investment Management, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Northeast Financial Consultants Inc 550.02%0.02%0.02%Q3 2022Q3 20235
IBEX WEALTH ADVISORS 550.19%0.25%0.29%Q3 2021Q3 20225
Iron Horse Wealth Management, LLC 558.18%8.98%9.58%Q3 2022Q3 20235
FormulaFolio Investments, LLC 550.01%0.02%0.02%Q1 2018Q1 20195
Cassady Schiller Wealth Management, LLC 550.02%0.04%0.12%Q3 2022Q3 20235
Banco Santander, S.A. 550.02%0.02%0.03%Q4 2018Q4 20195
Investment Research & Advisory Group, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
Private Advisory Group LLC 320.07%0.16%0.30%Q2 2022Q3 20235
THOMPSON DAVIS & CO., INC. 550.07%0.10%0.11%Q3 2017Q3 20185
WADE G W & INC 550.44%0.77%0.96%Q3 2022Q3 20235
Lindbrook Capital, LLC 550.02%0.03%0.03%Q2 2020Q2 20215
TRUSTCORE FINANCIAL SERVICES, LLC 410.00%0.01%0.02%Q2 2018Q4 20205
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Cerro Pacific Wealth Advisors LLC 550.99%1.53%2.93%Q1 2022Q1 20235
Compass Financial Group, INC/SD 550.22%0.23%0.23%Q4 2022Q4 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Integrated Wealth Management 550.00%0.41%0.54%Q1 2016Q1 20175
Arete Wealth Advisors, LLC 550.02%0.03%0.05%Q2 2022Q2 20235
Regal Investment Advisors LLC 550.01%0.02%0.02%Q3 2014Q3 20155
ADVISOR PARTNERS LLC 440.03%0.05%0.07%Q3 2018Q2 20194
BerganKDV Wealth Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
COLONY GROUP LLC 440.00%0.00%0.01%Q4 2022Q3 20234
KCM INVESTMENT ADVISORS LLC 440.02%0.02%0.02%Q2 2019Q1 20204
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
CWS Financial Advisors, LLC 310.05%0.16%0.21%Q2 2022Q3 20234
Mathes Company, Inc. 440.18%0.18%0.19%Q4 2015Q3 20164
Baystate Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.75%0.82%1.00%Q4 2022Q3 20234
WFG Advisors, LP 310.01%0.02%0.03%Q1 2016Q2 20174
Advisors Capital Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2021Q3 20234
Corient Private Wealth LLC 440.28%0.34%0.43%Q4 2022Q3 20234
SUNTRUST BANKS INC 440.02%0.02%0.02%Q4 2018Q3 20194
Ironwood Financial, llc 440.00%0.00%0.00%Q4 2020Q3 20214
Lowe Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.38%0.78%Q4 2014Q4 20154
BARCLAYS PLC 310.00%0.00%0.00%Q3 2020Q3 20214
HB Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q1 2020Q1 20224
Ignite Planners, LLC 440.15%0.18%0.19%Q4 2022Q3 20234
JDM Financial Group LLC 440.03%0.03%0.04%Q4 2022Q3 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 441.12%1.18%1.29%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.41%0.41%0.42%Q4 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Ahrens Investment Partners LLC 310.04%0.05%0.08%Q4 2021Q1 20234
Northeast Financial Group, Inc. 440.92%1.60%1.93%Q4 2022Q3 20234
Visionary Wealth Advisors 440.20%0.40%0.59%Q2 2020Q1 20214
Wealth Quarterback LLC 220.01%0.01%0.02%Q4 2019Q3 20214
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
RETIREMENT GUYS FORMULA LLC 440.27%0.44%0.87%Q4 2021Q3 20224
Lido Advisors, LLC 310.00%0.00%0.01%Q1 2022Q3 20234
SAX WEALTH ADVISORS, LLC 310.04%0.05%0.05%Q3 2021Q2 20234
INSIGNEO ADVISORY SERVICES, LLC 440.20%0.26%0.33%Q4 2022Q3 20234
IFG Advisors, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Nicholas Hoffman & Company, LLC. 440.02%0.03%0.04%Q4 2022Q3 20234
HM PAYSON & CO 310.00%0.00%0.00%Q3 2020Q3 20234
Trexquant Investment LP 440.02%0.06%0.08%Q4 2019Q3 20204
Wealthspire Advisors, L.P. 210.01%0.01%0.02%Q4 2018Q3 20204
Balentine LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Providence Capital Advisors, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Gemmer Asset Management LLC 440.00%0.00%0.00%Q2 2021Q1 20224
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2021Q1 20233
Cornerstone Planning Group LLC 210.02%0.02%0.02%Q4 2022Q3 20233
GeoWealth Management, LLC 210.15%0.57%1.31%Q4 2021Q4 20223
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q1 2014Q3 20143
CreativeOne Wealth, LLC 210.02%0.08%0.14%Q4 2020Q1 20223
GPS Wealth Strategies Group, LLC 210.00%0.00%0.00%Q3 2022Q2 20233
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Diversified Portfolios, Inc. 330.45%0.48%0.50%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q4 2017Q1 20193
GoalVest Advisory LLC 210.01%0.01%0.01%Q4 2022Q4 20233
Nalls Sherbakoff Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
FARR MILLER & WASHINGTON LLC/DC 330.03%0.03%0.03%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
USA FINANCIAL FORMULAS 210.18%0.20%0.24%Q1 2018Q4 20183
IEQ CAPITAL, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
B. Riley Wealth Management, Inc. 330.00%0.02%0.04%Q4 2021Q2 20223
CX Institutional 210.02%0.10%0.18%Q2 2022Q1 20233
Edge Capital Group, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2018Q4 20213
PFG Investments, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
GIRARD PARTNERS LTD. 330.06%0.09%0.11%Q2 2021Q4 20213
Avantax Planning Partners, Inc. 110.00%0.01%0.03%Q3 2017Q3 20183
Argent Advisors, Inc. 330.23%0.28%0.30%Q4 2019Q2 20203
Safeguard Financial, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Apeiron RIA LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Smith & Howard Wealth Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
ForthRight Wealth Management, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
CHERRYDALE WEALTH MANAGEMENT, LLC 330.29%0.57%0.72%Q2 2022Q4 20223
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2021Q2 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Aberdeen Wealth Management LLC 210.00%0.00%0.00%Q4 2019Q4 20203
JACKSON SQUARE CAPITAL, LLC 330.02%0.02%0.02%Q1 2020Q3 20203
Farther Finance Advisors, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.08%0.08%0.09%Q4 2017Q3 20183
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2021Q3 20223
Prentice Wealth Management LLC 330.04%0.04%0.04%Q1 2021Q3 20213
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.01%0.01%0.01%Q3 2017Q1 20183
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.67%0.77%0.92%Q1 2022Q3 20223
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sepio Capital, LP 330.02%0.02%0.02%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.04%0.05%0.05%Q4 2022Q3 20233
HOERTKORN RICHARD CHARLES 330.06%0.06%0.07%Q1 2023Q3 20233
MCF Advisors LLC 110.00%0.01%0.01%Q3 2013Q3 20213
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Grey Fox Wealth Advisors, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
GIRARD SECURITIES, INC. 220.16%0.18%0.20%Q2 2017Q3 20172
Oak Point Wealth Management 220.03%0.10%0.18%Q4 2017Q1 20182
NWK Group, Inc. 220.12%0.14%0.15%Q4 2021Q1 20222
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
TRUEWEALTH LLC 110.01%0.01%0.01%Q2 2018Q2 20202
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
EPIQ Capital Group, LLC 220.03%0.04%0.06%Q3 2021Q4 20212
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q4 20212
MANCHESTER FINANCIAL INC 110.00%0.01%0.01%Q3 2020Q1 20212
Gupta Wealth Management LLC 110.01%0.02%0.03%Q2 2015Q1 20162
626 Financial, LLC 220.18%0.19%0.19%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
INSIGHT 2811, INC. 220.31%0.31%0.31%Q2 2023Q3 20232
FNY Investment Advisers, LLC 110.01%0.05%0.10%Q3 2018Q3 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2018Q3 20212
Revolve Wealth Partners, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
StrategIQ Financial Group, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
MONETA GROUP INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SHAKESPEARE WEALTH MANAGEMENT, INC. 220.48%4.01%7.53%Q2 2023Q3 20232
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
Empowered Funds, LLC 111.19%2.13%3.08%Q3 2020Q1 20222
Roundview Capital LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Aureus Asset Management, LLC 220.05%0.05%0.05%Q2 2015Q3 20152
INVESTMENT CENTERS OF AMERICA INC 220.02%0.02%0.02%Q4 2016Q1 20172
EP Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q2 20212
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.02%Q4 2021Q3 20232
Cutler Group LLC / CA 110.00%0.01%0.01%Q4 2020Q4 20202
Dunhill Financial, LLC 220.07%0.10%0.12%Q2 2023Q3 20232
NewSquare Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.04%0.08%Q4 2021Q1 20222
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Financial Architects, Inc 220.06%0.07%0.07%Q3 2022Q4 20222
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2022Q3 20222
Alaska Permanent Capital Management 220.08%0.08%0.08%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.09%0.15%0.21%Q2 2023Q3 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.02%1.18%2.34%Q1 2022Q4 20222
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2020Q4 20222
BRYN MAWR TRUST Co 220.01%0.01%0.01%Q3 2020Q4 20202
High Net Worth Advisory Group LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HILL ISLAND FINANCIAL LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Global Wealth Strategies & Associates 110.00%0.01%0.02%Q4 2022Q3 20232
Beaumont Financial Partners, LLC 220.02%0.02%0.03%Q3 2019Q4 20192
Circle Wealth Management, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2021Q4 20222
TOWER TRUST Co 220.32%0.32%0.32%Q4 2013Q1 20142
UNION SAVINGS BANK 220.03%0.03%0.03%Q2 2023Q3 20232
Virtu KCG Holdings LLC 220.00%0.00%0.00%Q4 2013Q1 20142
RFG HOLDINGS, INC. 220.24%3.18%6.11%Q4 2020Q1 20212
Meridian Wealth Management, LLC 220.48%0.59%0.69%Q1 2019Q2 20192
Financial Gravity Asset Management, Inc. 110.11%0.11%0.11%Q1 2018Q1 20181
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Waverly Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
American Trust 110.02%0.02%0.02%Q2 2022Q2 20221
Guild Investment Management, Inc. 115.08%5.08%5.08%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
AlphaCore Capital LLC 110.04%0.04%0.04%Q3 2023Q3 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Fiera Capital Corp 110.01%0.01%0.01%Q4 2022Q4 20221
DAYMARK WEALTH PARTNERS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Stratos Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RMB Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SMI Advisory Services, LLC 117.28%7.28%7.28%Q4 2021Q4 20211
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
NVWM, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ayrshire Capital Management LLC 110.15%0.15%0.15%Q3 2020Q3 20201
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2013Q2 20131
STANCORP INVESTMENT ADVISERS INC 110.02%0.02%0.02%Q1 2015Q1 20151
FDx Advisors, Inc. 110.15%0.15%0.15%Q1 2020Q1 20201
M Holdings Securities, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Portside Wealth Group, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
GTS SECURITIES LLC 110.25%0.25%0.25%Q2 2023Q2 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TWO SIGMA INVESTMENTS, LP 110.02%0.02%0.02%Q3 2023Q3 20231
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Round Table Services, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
BOKF, NA 110.01%0.01%0.01%Q4 2021Q4 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hurlow Wealth Management Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Clarity Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Intergy Private Wealth, LLC 112.02%2.02%2.02%Q2 2022Q2 20221
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Sandy Spring Bank 110.00%0.00%0.00%Q2 2020Q2 20201
Lansing Street Advisors 110.15%0.15%0.15%Q4 2022Q4 20221
Members Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
New England Capital Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CONDOR CAPITAL MANAGEMENT 110.12%0.12%0.12%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Barnett & Company, Inc. 110.23%0.23%0.23%Q4 2022Q4 20221
Financial Gravity Companies, Inc. 110.11%0.11%0.11%Q1 2018Q1 20181
Thrive Wealth Management, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
ARGI Investment Services, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Family Advisors, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Power Corp of Canada 111.36%1.36%1.36%Q1 2022Q1 20221
Apella Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Activest Wealth Management 110.10%0.10%0.10%Q2 2023Q2 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clark Capital Management Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Verity Asset Management, Inc. 111.49%1.49%1.49%Q1 2020Q1 20201
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Savant Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2017Q4 20171
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cedar Brook Financial Partners, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Horan Securities, Inc. 110.03%0.03%0.03%Q3 2022Q3 20221
Arista Wealth Management, LLC 110.72%0.72%0.72%Q3 2023Q3 20231
CATALYST FINANCIAL PARTNERS LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTHSOURCE PARTNERS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Ausdal Financial Partners, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
One Day In July LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Moloney Securities Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
VSR Financial Services, Inc. 110.03%0.03%0.03%Q2 2016Q2 20161
Azimuth Capital Investment Management LLC 110.98%0.98%0.98%Q4 2022Q4 20221
PACIFIC SUN FINANCIAL CORP 110.11%0.11%0.11%Q1 2022Q1 20221
TruWealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
First Bank & Trust 110.00%0.00%0.00%Q2 2022Q2 20221
High Note Wealth, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
FSC Wealth Advisors, LLC 110.78%0.78%0.78%Q4 2021Q4 20211
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Corbenic Partners LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Centurion Wealth Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
DONALDSON CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2016Q3 20161
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Hudson Capital Management LLC 110.22%0.22%0.22%Q4 2022Q4 20221
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
VitalStone Financial, LLC 111.78%1.78%1.78%Q1 2023Q1 20231
Verum Partners LLC 112.48%2.48%2.48%Q3 2023Q3 20231
Investors Financial Group, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
WILLNER & HELLER, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Freestone Capital Holdings, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Placemark Investments, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Atlantic Private Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Inscription Capital, LLC 110.83%0.83%0.83%Q2 2021Q2 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.06%0.06%Q1 2022Q1 20221
Lauer Wealth, LLC 110.40%0.40%0.40%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q2 2023Q2 20231
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q4 2017Q4 20171
WFA of San Diego, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Kovack Advisors, Inc. 110.19%0.19%0.19%Q4 2017Q4 20171
Schwab Charitable Fund 110.05%0.05%0.05%Q4 2022Q4 20221
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
3Chopt Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 111.42%1.42%1.42%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
FourThought Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Global Assets Advisory, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
External links

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