VANGUARD BD INDEX FDS shareholder history

Current and past VANGUARD BD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1680.00%0.00%0.02%Q3 2013Q3 202372
Freedom Investment Management, Inc. 43430.02%0.38%0.88%Q1 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.21%0.41%0.62%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.02%0.06%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.54%1.30%2.77%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%1.06%1.47%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.24%0.71%1.26%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.10%0.22%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.22%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 3380.00%0.03%0.15%Q2 2013Q3 202341
LINCOLN NATIONAL CORP 40400.65%1.51%3.22%Q4 2013Q3 202340
Bank of New York Mellon Corp 29110.00%0.01%0.02%Q2 2013Q3 202340
Beacon Capital Management, Inc. 40400.03%7.21%33.72%Q4 2013Q3 202340
OPPENHEIMER & CO INC 39390.01%0.02%0.04%Q1 2014Q3 202339
Janney Montgomery Scott LLC 39390.01%0.10%0.19%Q1 2014Q3 202339
M&T BANK CORP 3330.00%0.05%1.63%Q3 2013Q3 202336
Cetera Advisor Networks LLC 21150.01%0.02%0.08%Q3 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 36360.00%0.02%0.07%Q4 2014Q3 202336
GOULD ASSET MANAGEMENT LLC /CA/ 21150.07%0.98%2.89%Q2 2013Q2 202236
US BANCORP \DE\ 36360.00%0.01%0.09%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 35350.00%0.01%0.02%Q1 2015Q3 202335
B. Riley Wealth Advisors, Inc. 3310.00%0.44%0.69%Q4 2014Q3 202334
Private Advisor Group, LLC 3210.00%0.05%0.19%Q3 2014Q3 202333
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.01%Q3 2011Q3 202333
Citadel Advisors 910.00%0.00%0.04%Q2 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.04%Q3 2015Q3 202333
BANK OF HAWAII 31310.05%0.15%0.48%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
HT Partners LLC 31310.29%2.78%3.94%Q1 2016Q3 202331
Karpus Management, Inc. 31310.02%1.40%5.19%Q1 2016Q3 202331
BlackRock Inc. 2910.00%0.00%0.00%Q4 2015Q2 202330
Atria Investments, Inc 16140.02%0.18%0.40%Q1 2016Q3 202330
First Heartland Consultants, Inc. 2910.01%0.36%0.64%Q2 2013Q3 202330
PHILLIPS FINANCIAL MANAGEMENT, LLC 2410.00%0.25%0.40%Q3 2014Q3 202330
ROCKLAND TRUST CO 2810.02%0.08%0.21%Q2 2013Q2 202129
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.01%Q4 2015Q3 202329
Advisory Services Network, LLC 1610.00%0.01%0.04%Q1 2015Q3 202328
First Allied Advisory Services, Inc. 28280.01%0.05%0.18%Q4 2013Q3 202028
Global Retirement Partners, LLC 28280.02%0.04%0.16%Q4 2016Q3 202328
Morningstar Investment Services LLC 14130.05%0.38%0.76%Q2 2016Q3 202327
Transamerica Financial Advisors, Inc. 1160.00%0.03%0.27%Q2 2013Q3 202327
Betterment LLC 27270.00%0.02%0.04%Q1 2017Q3 202327
JANE STREET GROUP, LLC 1210.00%0.04%0.18%Q1 2014Q3 202327
MML INVESTORS SERVICES, LLC 27270.05%0.16%1.45%Q1 2017Q3 202327
Wela Strategies, Inc. 2610.54%1.02%1.80%Q1 2017Q4 202327
ASSETMARK, INC 1710.00%0.01%0.06%Q3 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.09%0.20%Q2 2013Q4 201927
Sigma Planning Corp 2330.01%0.02%0.04%Q1 2016Q3 202326
MUFG Americas Holdings Corp 2010.00%0.02%0.04%Q3 2014Q3 202226
WESTWOOD HOLDINGS GROUP INC 26260.00%0.18%0.43%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.03%0.11%Q2 2013Q3 201926
HighTower Advisors, LLC 1230.00%0.01%0.02%Q4 2016Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 25250.12%0.20%0.32%Q4 2017Q4 202325
CHEMICAL BANK 25250.03%0.04%0.06%Q2 2013Q2 201925
OPTIMUM INVESTMENT ADVISORS 25250.05%0.09%0.15%Q4 2017Q4 202325
Capital Investment Advisors, LLC 25250.02%0.04%0.06%Q4 2017Q4 202325
AE Wealth Management LLC 2210.02%0.06%0.10%Q2 2017Q3 202324
QS Investors, LLC 24240.00%0.46%1.58%Q2 2015Q1 202124
BLAIR WILLIAM & CO/IL 1920.00%0.00%0.00%Q2 2016Q3 202324
Violich Capital Management, Inc. 2220.10%0.83%1.44%Q2 2013Q4 201924
White Lighthouse Investment Management Inc. 24240.34%0.66%1.02%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.20%0.29%0.45%Q4 2017Q3 202324
Kovack Advisors, Inc. 24240.05%0.06%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.04%Q4 2017Q3 202324
NYL Investors LLC 23230.86%3.99%7.36%Q1 2018Q3 202323
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1510.00%0.01%0.05%Q2 2013Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
NewEdge Advisors, LLC 2210.01%0.07%0.11%Q2 2017Q3 202323
FDx Advisors, Inc. 1210.01%0.17%0.57%Q3 2016Q3 202323
CreativeOne Wealth, LLC 23230.40%0.65%1.08%Q1 2018Q3 202323
Brookstone Capital Management 2110.04%0.26%1.74%Q3 2016Q3 202322
GOLDMAN SACHS GROUP INC 410.00%0.00%0.02%Q1 2012Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.01%0.01%Q2 2018Q3 202322
NWAM LLC 1610.03%0.17%0.30%Q3 2017Q2 202322
CAPTRUST FINANCIAL ADVISORS 1820.00%0.02%0.08%Q4 2016Q3 202322
Coastal Bridge Advisors, LLC 1390.04%0.08%0.15%Q1 2016Q1 202222
MONETA GROUP INVESTMENT ADVISORS LLC 1930.00%0.02%0.06%Q4 2017Q3 202322
BANK OF MONTREAL /CAN/ 1510.00%0.00%0.02%Q3 2013Q2 202322
Stadion Money Management, LLC 22220.15%0.61%0.93%Q2 2013Q3 201822
Founders Capital Management 1390.01%0.01%0.02%Q1 2017Q4 202222
Financial Advocates Investment Management 21210.03%0.05%0.08%Q4 2017Q4 202221
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.01%0.04%Q4 2016Q3 202321
CWM, LLC 1210.00%0.00%0.03%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.26%0.51%0.65%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
NEXT Financial Group, Inc 1410.00%0.26%0.84%Q3 2014Q4 202121
Koshinski Asset Management, Inc. 1230.04%0.06%0.12%Q4 2017Q3 202321
Cetera Advisors LLC 1510.00%0.02%0.06%Q3 2016Q3 202321
Twele Capital Management, Inc. 20200.32%1.05%1.94%Q4 2013Q3 201820
Aspire Private Capital, LLC 20200.82%1.19%1.52%Q4 2018Q3 202320
Resource Planning Group 20200.25%0.42%0.81%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.54%1.40%Q1 2018Q3 202320
Human Investing LLC 20200.13%1.29%2.80%Q4 2018Q3 202320
Patriot Financial Group Insurance Agency, LLC 1460.00%0.02%0.03%Q4 2016Q2 202220
Ackerman Capital Advisors, LLC 1710.01%0.63%1.69%Q2 2017Q4 202220
REILLY FINANCIAL ADVISORS, LLC 1110.00%0.00%0.00%Q2 2013Q4 202120
Allworth Financial LP 1820.00%0.00%0.00%Q2 2018Q3 202320
Integrated Wealth Concepts LLC 20200.01%0.02%0.09%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q2 2017Q3 202320
Bay Harbor Wealth Management, LLC 20202.51%3.17%3.94%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.06%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.24%0.37%0.50%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.05%Q4 2017Q3 202220
Strategic Investment Advisors / MI 20200.22%0.80%1.30%Q4 2018Q3 202320
IFC Holdings Incorporated/FL 19191.39%2.13%2.89%Q2 2013Q4 201719
Frontier Wealth Management LLC 1810.02%0.56%1.33%Q4 2014Q3 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Financial Advisors Network, Inc. 1310.27%1.37%2.44%Q4 2016Q4 202119
SII INVESTMENTS INC/WI 19190.79%1.22%1.71%Q2 2013Q4 201719
NATIONAL PLANNING CORP 19190.13%0.52%1.59%Q2 2013Q4 201719
MILLENNIUM MANAGEMENT LLC 1010.00%0.00%0.01%Q3 2014Q1 202219
REGIONS FINANCIAL CORP 1410.00%0.01%0.01%Q4 2017Q3 202319
Private Capital Group, LLC 19190.03%0.05%0.08%Q4 2017Q2 202219
B. Riley Wealth Management, Inc. 840.00%0.03%0.09%Q1 2014Q2 202218
Gradient Investments LLC 1610.00%0.00%0.00%Q3 2016Q3 202318
Semmax Financial Advisors Inc. 1710.01%1.05%1.84%Q4 2018Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
JPMORGAN CHASE & CO 1110.00%0.00%0.00%Q4 2017Q3 202317
Mutual Advisors, LLC 1510.03%0.16%0.51%Q1 2019Q3 202317
Independence Bank of Kentucky 17170.02%0.07%0.25%Q3 2019Q3 202317
Parallel Advisors, LLC 1610.00%0.04%0.18%Q2 2017Q3 202317
Visionary Asset Management, Inc. 17170.17%2.64%9.12%Q4 2014Q4 201817
Barry Investment Advisors, LLC 1010.00%6.21%12.67%Q4 2014Q2 202217
STATE STREET CORP 880.00%0.00%0.01%Q2 2014Q4 201816
TRUIST FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
Cardan Capital Partners, LLC 1240.08%0.78%1.31%Q4 2015Q3 202116
Orion Portfolio Solutions, LLC 16160.11%0.41%0.67%Q4 2019Q3 202316
Baird Financial Group, Inc. 16160.00%0.01%0.01%Q1 2018Q4 202116
AVANTAX ADVISORY SERVICES, INC. 1420.01%0.04%0.07%Q4 2018Q3 202316
S. R. Schill & Associates 16161.95%3.60%6.02%Q4 2014Q3 201816
AdvisorNet Financial, Inc 710.00%0.00%0.01%Q4 2017Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1120.40%0.77%1.06%Q2 2013Q3 201716
Stratos Wealth Partners, LTD. 510.00%0.01%0.03%Q1 2015Q3 202316
Marcum Wealth, LLC 16160.08%0.23%0.52%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Soltis Investment Advisors LLC 16160.03%0.10%0.53%Q4 2019Q3 202316
Thomasville National Bank 1050.29%0.93%1.75%Q1 2014Q1 201815
Axiom Financial Strategies, LLC 15150.60%1.95%4.69%Q1 2020Q3 202315
Johnson Financial Group, Inc. 870.02%0.09%0.40%Q4 2013Q3 201715
Cetera Investment Advisers 15150.04%0.09%0.19%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.03%0.12%Q2 2013Q4 201615
SigFig Wealth Management, LLC 15150.06%0.25%0.34%Q1 2020Q3 202315
BLB&B Advisors, LLC 1230.06%0.09%0.14%Q4 2013Q3 202315
DUBUQUE BANK & TRUST CO 1230.00%0.00%0.00%Q1 2014Q1 201815
PrairieView Partners, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
CENTAURUS FINANCIAL, INC. 1010.01%0.12%0.38%Q2 2018Q1 202315
LIBERTY WEALTH MANAGEMENT LLC 1230.06%0.12%0.27%Q4 2018Q3 202315
Foundations Investment Advisors, LLC 15150.01%0.44%6.08%Q1 2020Q3 202315
JNBA Financial Advisors 15150.00%0.00%0.01%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.16%0.25%0.38%Q1 2020Q3 202315
Larson Financial Group LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.17%0.36%0.56%Q2 2016Q4 201915
PFS INVESTMENTS INC. 15150.02%0.28%0.51%Q4 2017Q2 202115
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q4 2019Q2 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 15150.00%0.00%0.00%Q1 2020Q3 202315
LifePlan Financial Group, Inc 1140.01%0.81%4.11%Q3 2014Q3 202015
Simplicity Solutions, LLC 1110.02%0.05%0.08%Q2 2017Q2 202315
Aptus Capital Advisors, LLC 1040.00%0.00%0.01%Q4 2019Q3 202314
Sound Income Strategies, LLC 1130.00%0.01%0.02%Q4 2017Q3 202214
Pensionmark Financial Group, LLC 950.05%0.09%0.14%Q4 2019Q2 202314
KWMG, LLC 14140.30%1.22%1.78%Q4 2015Q1 201914
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
HL FINANCIAL SERVICES LLC 950.01%0.04%0.20%Q2 2013Q4 201614
J.W. COLE ADVISORS, INC. 810.02%0.11%0.34%Q4 2019Q3 202314
Global Financial Private Capital, Inc 14140.49%0.61%0.89%Q1 2017Q2 202014
Vectors Research Management, LLC 1210.00%0.00%0.01%Q3 2018Q2 202214
PACIFIC FINANCIAL GROUP INC 1130.13%0.47%1.52%Q4 2019Q3 202314
Snowden Capital Advisors LLC 710.00%0.02%0.07%Q1 2018Q2 202313
WEDBUSH SECURITIES INC 1210.01%0.03%0.05%Q4 2019Q2 202313
Bell Rock Capital LLC 13130.01%0.02%0.03%Q4 2016Q4 201913
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202313
CIBC WORLD MARKET INC. 810.00%0.00%0.00%Q4 2019Q3 202313
Wiser Wealth Management, Inc 13131.08%1.93%4.88%Q4 2020Q4 202313
ROWLAND CARMICHAEL ADVISORS INC /ADV 13130.00%0.00%0.00%Q1 2016Q1 201913
Addison Capital Co 13130.19%0.29%0.61%Q3 2020Q3 202313
Darwin Wealth Management, LLC 13130.10%0.53%1.39%Q3 2020Q3 202313
OLD MISSION CAPITAL LLC 710.02%0.21%1.00%Q2 2019Q2 202313
Ausdal Financial Partners, Inc. 1210.03%0.06%0.09%Q4 2015Q1 202213
First Bank & Trust 13130.01%0.01%0.02%Q2 2019Q2 202213
Founders Financial Alliance, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Pflug Koory, LLC 13130.00%0.00%0.00%Q4 2016Q4 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Virtu KCG Holdings LLC 1010.01%0.08%0.33%Q3 2013Q1 201713
Kestra Advisory Services, LLC 13130.02%0.07%0.12%Q3 2020Q3 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13130.88%1.27%1.69%Q4 2014Q4 201713
Hanlon Investment Management, Inc. 13130.49%0.63%0.89%Q3 2020Q3 202313
Veery Capital, LLC 12120.32%0.59%0.72%Q4 2020Q3 202312
Center For Asset Management LLC 12120.31%1.17%2.62%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Bank of Marin 12120.20%0.63%0.82%Q4 2020Q3 202312
TOMPKINS FINANCIAL CORP 1020.00%0.00%0.01%Q4 2020Q4 202312
Commonwealth Equity Services, Inc 1110.00%0.01%0.02%Q2 2013Q3 201712
SYNOVUS FINANCIAL CORP 520.00%0.00%0.03%Q1 2017Q3 202312
Fortis Advisors, LLC 1020.03%0.08%0.14%Q4 2019Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.06%0.13%Q1 2019Q2 202212
Valeo Financial Advisors, LLC 840.00%0.00%0.00%Q4 2017Q1 202112
Live Your Vision, LLC 1110.00%0.00%0.00%Q3 2015Q1 201912
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.66%0.94%1.25%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 1110.01%0.01%0.02%Q2 2020Q3 202312
Southland Equity Partners LLC 12120.11%0.25%0.46%Q4 2020Q3 202312
Sowell Financial Services LLC 750.00%0.07%0.27%Q1 2018Q1 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.07%0.17%0.32%Q4 2018Q3 202112
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Voya Financial Advisors, Inc. 620.01%0.03%0.05%Q2 2017Q1 202112
Safir Wealth Advisors, LLC 12125.07%5.53%6.01%Q4 2020Q3 202312
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.00%0.01%0.02%Q4 2020Q3 202312
Intrua Financial, LLC 12120.13%0.46%1.23%Q2 2020Q1 202312
Bedel Financial Consulting, Inc. 12120.00%0.00%0.00%Q1 2019Q4 202112
Prudent Man Advisors, LLC 12120.40%0.52%0.72%Q4 2020Q3 202312
GeoWealth Management, LLC 910.00%0.11%0.98%Q3 2019Q3 202312
WESBANCO BANK INC 750.01%0.02%0.02%Q1 2019Q1 202212
Shelter Mutual Insurance Co 11110.69%0.91%1.10%Q1 2021Q3 202311
BOSTON FAMILY OFFICE LLC 11110.03%0.03%0.04%Q1 2021Q3 202311
PRIVATE TRUST CO NA 650.00%0.02%0.05%Q3 2013Q3 202311
Spire Wealth Management 11110.01%0.01%0.01%Q1 2021Q3 202311
Insight Folios Inc 11110.10%0.49%1.69%Q4 2019Q2 202211
TrueWealth Advisors, LLC 11110.13%0.22%0.35%Q1 2021Q3 202311
Coastline Trust Co 620.06%0.39%0.92%Q1 2015Q4 202111
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 202211
IFG Advisory, LLC 11110.08%0.15%0.21%Q3 2018Q1 202111
First Horizon Advisors, Inc. 11110.00%0.07%0.09%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.01%0.04%Q4 2019Q2 202211
Archer Investment Corp 11110.00%0.01%0.04%Q1 2021Q3 202311
OneDigital Investment Advisors LLC 1010.00%0.02%0.05%Q2 2019Q3 202311
TCI Wealth Advisors, Inc. 610.00%0.06%0.09%Q1 2015Q4 202111
Carroll Financial Associates, Inc. 410.00%0.00%0.00%Q4 2013Q3 202010
BerganKDV Wealth Management, LLC 10100.00%0.15%0.45%Q1 2021Q2 202310
Ameritas Investment Company, LLC 910.01%0.29%1.10%Q1 2019Q3 202110
Regal Investment Advisors LLC 10100.00%0.01%0.02%Q2 2013Q3 201510
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
Legacy Private Trust Co. 10100.05%0.65%1.37%Q4 2013Q1 201610
FIFTH THIRD SECURITIES, INC. 810.11%1.22%2.93%Q1 2016Q2 201910
3D/L Capital Management, LLC 10100.09%0.15%0.20%Q1 2021Q2 202310
CLEAR STREET MARKETS LLC 210.00%0.47%1.50%Q3 2014Q2 202210
MONEYWISE, INC. 910.21%1.03%2.97%Q3 2016Q1 201910
Elevated Capital Advisors, LLC 510.46%1.51%3.16%Q1 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.05%Q1 2021Q3 202310
ALPS ADVISORS INC 10100.03%0.06%0.10%Q3 2020Q4 202210
Ameritas Investment Partners, Inc. 10100.00%0.00%0.00%Q3 2019Q4 202110
MEEDER ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q4 2019Q1 202210
Cutler Group LLC / CA 410.00%0.00%0.00%Q4 2015Q3 202310
Qube Research & Technologies Ltd 510.00%0.05%0.25%Q4 2019Q3 202310
BLUESTEM FINANCIAL ADVISORS, LLC 10100.13%0.18%0.24%Q4 2019Q1 202210
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.03%Q2 2018Q3 202010
Sage Advisory Services, Ltd.Co. 730.03%0.37%0.91%Q3 2017Q2 202010
Capital Analysts, LLC 10100.00%0.03%0.05%Q2 2021Q3 202310
Strategic Wealth Investment Group, LLC 810.08%1.35%6.32%Q4 2019Q1 20239
Dakota Wealth Management 810.06%0.16%0.22%Q4 2019Q3 20229
Stearns Financial Services Group 990.00%0.00%0.01%Q3 2018Q3 20209
Outlook Wealth Advisors, LLC 990.10%0.37%0.76%Q1 2020Q1 20229
Jacobi Capital Management LLC 990.00%0.00%0.00%Q3 2019Q3 20219
CREATIVE FINANCIAL DESIGNS INC /ADV 720.00%0.00%0.00%Q1 2017Q3 20219
AEGON USA Investment Management, LLC 990.28%0.79%2.73%Q2 2013Q2 20159
AVIANCE CAPITAL MANAGEMENT, LLC 990.03%0.08%0.26%Q1 2016Q1 20189
FLAGSTAR ADVISORS INC 990.22%0.38%0.75%Q3 2021Q3 20239
Focused Wealth Management, Inc 630.00%0.00%0.00%Q4 2018Q1 20229
Verition Fund Management LLC 810.01%0.21%0.50%Q2 2019Q4 20219
SEI INVESTMENTS CO 420.00%0.00%0.00%Q4 2015Q2 20189
WRAPMANAGER INC 990.18%0.32%0.45%Q4 2015Q4 20179
Integrated Wealth Management 990.00%0.07%0.18%Q1 2015Q1 20179
GREENUP STREET WEALTH MANAGEMENT LLC 880.49%1.04%2.12%Q4 2021Q3 20238
Ascent Group, LLC 880.20%0.22%0.24%Q4 2021Q3 20238
SIGNATUREFD, LLC 410.00%0.00%0.00%Q1 2019Q3 20238
Avior Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Engines Advisors L.L.C. 880.00%0.01%0.03%Q4 2021Q3 20238
IHT Wealth Management, LLC 620.01%0.02%0.10%Q4 2016Q3 20238
Pinnacle Bancorp, Inc. 530.00%0.01%0.02%Q4 2018Q3 20238
EverSource Wealth Advisors, LLC 880.17%0.33%0.47%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Security Financial Services, INC. 880.13%0.16%0.29%Q4 2021Q3 20238
BB&T SECURITIES, LLC 410.00%0.01%0.01%Q1 2017Q3 20198
Guardian Wealth Management, Inc. 880.13%0.15%0.23%Q4 2021Q3 20238
Level Financial Advisors 880.08%0.11%0.16%Q4 2021Q3 20238
Red Tortoise LLC 440.00%0.35%0.99%Q3 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.00%0.14%0.67%Q2 2015Q3 20228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.00%0.01%0.02%Q3 2015Q4 20228
OPPENHEIMER ASSET MANAGEMENT INC. 620.00%0.00%0.00%Q2 2017Q1 20208
Alaska Wealth Advisors 320.04%0.10%0.15%Q4 2017Q1 20208
VANGUARD GROUP INC 320.00%0.00%0.00%Q1 2016Q3 20238
Evolution Advisers, Inc. 884.37%4.80%5.44%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.55%0.67%0.74%Q4 2021Q3 20238
Bison Wealth, LLC 710.00%0.56%0.88%Q1 2015Q3 20208
Summit Wealth Group, LLC 510.22%2.14%3.73%Q4 2019Q2 20238
BOENNING & SCATTERGOOD, INC. 710.04%0.05%0.06%Q3 2020Q4 20228
Sovereign Financial Group, Inc. 880.75%1.00%1.19%Q4 2021Q3 20238
Walker Asset Management, LLC 880.18%0.21%0.24%Q1 2022Q4 20238
Baldrige Asset Management LLC 880.00%0.02%0.02%Q2 2021Q1 20238
TI-TRUST, INC 880.34%0.43%0.58%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.01%0.04%Q1 2019Q3 20238
55I, LLC 430.02%0.09%0.27%Q1 2020Q4 20217
Secure Asset Management, LLC 520.33%0.76%1.22%Q4 2019Q3 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
BLUE SQUARE ASSET MANAGEMENT, LLC 430.30%0.54%0.78%Q2 2020Q1 20227
Capital Advisors Wealth Management, LLC 430.08%0.55%1.22%Q1 2021Q3 20237
Hanson & Doremus Investment Management 770.00%0.00%0.00%Q4 2016Q2 20187
TCF National Bank 770.03%0.04%0.05%Q3 2019Q1 20217
Atria Wealth Solutions, Inc. 770.22%0.32%0.42%Q1 2022Q3 20237
RFG Advisory, LLC 610.01%0.02%0.03%Q2 2021Q3 20237
McIlrath & Eck, LLC 410.00%0.02%0.03%Q4 2017Q3 20237
Charter Oak Capital Management, LLC 770.01%0.03%0.07%Q4 2020Q2 20227
Gilbert & Cook, Inc. 770.04%0.06%0.10%Q4 2020Q2 20227
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.08%0.10%0.15%Q1 2022Q3 20237
Kingsview Wealth Management, LLC 770.01%0.02%0.04%Q4 2019Q2 20217
PFG Advisors 610.03%0.06%0.08%Q3 2020Q3 20227
BCM ADVISORS, LLC 770.08%0.71%0.98%Q1 2022Q3 20237
BBVA USA Bancshares, Inc. 610.01%0.02%0.04%Q2 2019Q1 20217
Wealthfront Advisers LLC 520.00%0.00%0.01%Q4 2021Q3 20237
Truvestments Capital LLC 610.01%0.01%0.01%Q4 2021Q3 20237
US FINANCIAL ADVISORS, LLC 520.01%0.24%0.45%Q2 2015Q1 20217
20/20 Capital Management, Inc. 770.11%0.29%0.42%Q4 2019Q2 20217
Asset Allocation & Management Company, LLC 770.15%0.21%0.28%Q4 2019Q2 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.03%Q2 2013Q4 20147
BOSTON ADVISORS LLC 770.01%0.03%0.04%Q1 2018Q3 20197
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 770.18%0.24%0.28%Q4 2017Q2 20197
Clear Perspective Advisors, LLC 770.00%0.01%0.03%Q4 2016Q2 20187
Horizons Wealth Management 771.72%2.32%3.17%Q2 2022Q4 20237
ICA Group Wealth Management, LLC 770.01%0.08%0.11%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
WealthShield Partners, LLC 430.00%0.01%0.02%Q1 2018Q3 20237
CNB Bank 770.00%0.01%0.02%Q2 2021Q4 20227
Vista Private Wealth Partners. LLC 610.40%0.41%0.44%Q4 2020Q3 20227
PRINCIPAL FINANCIAL GROUP INC 770.01%0.02%0.02%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Royal Fund Management, LLC 610.00%0.00%0.00%Q1 2017Q1 20207
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
InterOcean Capital Group, LLC 660.03%0.18%0.24%Q2 2022Q3 20236
Saba Capital Management, L.P. 220.04%0.17%0.27%Q3 2013Q2 20156
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
MOSELEY INVESTMENT MANAGEMENT INC 660.20%0.45%0.82%Q4 2019Q1 20216
Cambria Investment Management, L.P. 661.08%1.99%2.64%Q3 2019Q4 20206
Cadence Bank 660.12%0.47%0.72%Q4 2019Q1 20216
Alexandria Capital, LLC 660.00%0.00%0.00%Q4 2014Q1 20166
LBA Wealth Management, LLC 660.00%0.00%0.00%Q4 2015Q1 20176
Maryland Capital Management 510.03%0.12%0.19%Q1 2015Q3 20206
Jackson Hole Capital Partners, LLC 510.01%0.01%0.01%Q1 2022Q3 20236
Coombe, Bender & Co LLC 660.94%1.02%1.16%Q2 2022Q3 20236
Tranquilli Financial Advisor LLC 510.43%1.27%2.49%Q4 2020Q2 20236
Placemark Investments, Inc. 660.01%0.01%0.02%Q3 2013Q4 20146
EVERGREEN CAPITAL MANAGEMENT LLC 660.46%0.92%1.61%Q4 2016Q1 20186
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2017Q1 20216
Versant Capital Management, Inc 660.00%0.00%0.00%Q1 2022Q2 20236
FIRST FINANCIAL CORP /IN/ 410.00%0.02%0.06%Q2 2016Q1 20226
Strategic Wealth Partners, Ltd. 660.00%0.00%0.00%Q2 2018Q3 20196
Strategic Blueprint, LLC 510.02%0.04%0.07%Q2 2021Q1 20236
JAMES INVESTMENT RESEARCH INC 660.00%0.00%0.00%Q3 2013Q4 20146
Bluefin Trading, LLC 210.01%0.22%0.43%Q3 2013Q2 20176
Anson Capital, Inc. 660.27%0.36%0.53%Q4 2021Q1 20236
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.03%0.10%Q4 2014Q4 20216
Integrated Advisors Network LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Beaird Harris Wealth Management, LLC 660.01%0.03%0.10%Q4 2021Q1 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.01%0.05%0.07%Q1 2020Q1 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Gupta Wealth Management LLC 550.00%0.09%0.22%Q1 2015Q1 20165
D. SCOTT NEAL, INC. 550.00%1.00%2.20%Q3 2016Q3 20175
WMG Financial Advisors, LLC 550.27%0.41%0.50%Q2 2022Q2 20235
H&H Retirement Design & Management INC 551.75%1.96%2.12%Q4 2021Q4 20225
WBI INVESTMENTS, LLC 310.16%1.34%3.31%Q4 2013Q2 20165
Strategic Asset Management, LLC 550.01%0.15%0.33%Q3 2021Q3 20225
CMC Financial Group 550.57%8.63%27.63%Q4 2018Q4 20195
CABANA LLC 310.98%8.10%11.45%Q2 2020Q2 20235
D.A. DAVIDSON & CO. 210.00%0.00%0.01%Q2 2013Q3 20235
PROTECTIVE LIFE CORP 552.49%2.82%2.96%Q2 2022Q2 20235
True Link Financial Advisors, LLC 550.17%0.84%1.94%Q4 2020Q4 20215
Berger Financial Group, Inc 550.03%0.07%0.09%Q4 2020Q4 20215
Neumann Capital Management, LLC 550.11%0.12%0.13%Q3 2022Q3 20235
Clarus Wealth Advisors 550.07%0.10%0.18%Q2 2018Q2 20195
Hayden Royal, LLC 550.21%0.24%0.31%Q3 2019Q3 20205
Selective Wealth Management, Inc. 410.01%0.03%0.05%Q2 2020Q3 20225
WEBSTERROGERS FINANCIAL ADVISORS, LLC 550.74%2.14%3.09%Q3 2022Q3 20235
Arkadios Wealth Advisors 410.02%0.02%0.02%Q4 2020Q3 20235
Portfolio Strategies Inc 550.00%0.00%0.01%Q4 2016Q4 20175
SILVER OAK SECURITIES, INCORPORATED 320.09%0.14%0.24%Q1 2022Q2 20235
Peachtree Investment Partners, LLC 550.02%0.03%0.04%Q4 2019Q4 20205
Independent Portfolio Consultants, Inc. 550.18%0.29%0.42%Q1 2014Q1 20155
TD Capital Management LLC 320.00%0.00%0.00%Q2 2020Q3 20235
Signify Wealth 551.95%3.97%5.30%Q3 2022Q3 20235
Golden State Wealth Management, LLC 320.04%0.22%0.34%Q1 2019Q2 20205
CoreCap Advisors, LLC 550.30%0.36%0.39%Q4 2021Q4 20225
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
City State Bank 550.01%0.01%0.01%Q3 2022Q3 20235
ETRADE Capital Management LLC 410.00%0.00%0.01%Q2 2013Q2 20175
Truadvice, LLC 410.09%0.16%0.27%Q3 2020Q1 20235
COUNTRY TRUST BANK 550.00%0.42%0.55%Q4 2022Q4 20235
Valmark Advisers, Inc. 550.00%0.01%0.02%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 550.00%0.00%0.00%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 550.07%0.10%0.12%Q4 2020Q4 20215
VALLEY NATIONAL ADVISERS INC 550.00%0.00%0.00%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
United Asset Strategies, Inc. 550.07%0.21%0.52%Q3 2016Q3 20175
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 440.11%0.20%0.28%Q3 2020Q2 20214
Cypress Point Wealth Management, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
SCOTIA CAPITAL INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Aveo Capital Partners, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Prostatis Group LLC 440.93%1.35%2.23%Q3 2022Q2 20234
BARCLAYS PLC 310.00%0.00%0.00%Q2 2013Q3 20214
Parker Financial LLC 443.17%3.29%3.38%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.01%0.03%0.11%Q4 2021Q3 20224
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
EXCHANGE TRADED CONCEPTS, LLC 210.84%2.77%4.96%Q3 2021Q4 20234
Farther Finance Advisors, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
CITIZENS FINANCIAL GROUP INC/RI 310.00%0.00%0.00%Q2 2018Q1 20204
First Command Advisory Services, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
BDO Wealth Advisors, LLC 310.00%0.00%0.00%Q2 2017Q3 20194
Surevest, LLC 440.02%0.29%0.45%Q4 2021Q3 20224
BESSEMER GROUP INC 440.01%0.01%0.01%Q2 2015Q1 20164
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
CONNING INC. 440.16%0.35%0.53%Q4 2022Q3 20234
Platt Investment Counsel, LLC 440.19%0.20%0.22%Q4 2020Q3 20214
Certified Advisory Corp 440.00%0.01%0.01%Q4 2018Q3 20194
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q2 2020Q3 20234
COLUMBIA ADVISORY PARTNERS LLC 440.48%0.61%0.72%Q3 2022Q2 20234
SUTTON PLACE INVESTORS LLC 440.34%0.60%0.77%Q4 2022Q3 20234
CGN Advisors LLC 440.08%0.10%0.15%Q4 2020Q3 20214
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.41%0.43%0.44%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.02%0.02%Q2 2021Q1 20224
Virtu Financial LLC 440.01%0.06%0.14%Q3 2017Q2 20184
B. Riley Financial, Inc. 440.08%0.09%0.09%Q3 2017Q2 20184
Richard W. Paul & Associates, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Clean Yield Group 440.02%0.02%0.02%Q2 2021Q1 20224
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q2 20144
Archford Capital Strategies, LLC 210.00%0.01%0.01%Q4 2015Q1 20184
Estate Counselors, LLC 210.00%0.71%1.41%Q4 2016Q3 20224
Ameritas Advisory Services, LLC 220.01%0.30%1.16%Q4 2021Q1 20234
SHELTON CAPITAL MANAGEMENT 440.02%0.02%0.02%Q3 2015Q2 20164
THOROUGHBRED FINANCIAL SERVICES, LLC 440.05%0.07%0.09%Q3 2021Q2 20224
Ten Capital Wealth Advisors, LLC 440.69%1.45%2.32%Q3 2020Q2 20214
Continuum Advisory, LLC 440.03%0.04%0.04%Q3 2022Q2 20234
Narwhal Capital Management 440.06%0.08%0.10%Q4 2020Q3 20214
NorthRock Partners, LLC 440.04%0.44%1.30%Q3 2019Q2 20204
DRW Securities, LLC 440.04%0.13%0.27%Q3 2013Q2 20144
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.02%0.04%0.06%Q3 2020Q4 20214
FormulaFolio Investments, LLC 440.04%0.07%0.11%Q3 2020Q2 20214
WEBSTER BANK, N. A. 440.00%0.00%0.00%Q1 2020Q4 20204
Carolina Wealth Advisors, LLC 4412.02%12.60%12.91%Q4 2022Q3 20234
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Vantage Investment Advisors, LLC 310.00%0.01%0.01%Q2 2017Q3 20184
Mosaic Family Wealth, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
TD Ameritrade Trust Co 331.54%1.69%1.87%Q1 2015Q3 20153
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q1 2021Q2 20233
RITTER DANIHER FINANCIAL ADVISORY LLC 330.10%0.10%0.11%Q2 2021Q4 20213
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.00%Q3 2016Q1 20173
MV CAPITAL MANAGEMENT, INC. 330.01%0.01%0.01%Q2 2020Q4 20203
Lion Street Advisors, LLC 110.75%0.98%1.18%Q1 2020Q2 20213
Register Financial Advisors LLC 330.00%0.01%0.01%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Canton Hathaway, LLC 330.09%0.11%0.14%Q3 2020Q1 20213
Cornerstone Planning Group LLC 210.14%0.21%0.30%Q4 2022Q3 20233
TBH Global Asset Management, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Carmichael Hill & Associates, Inc. 330.00%0.00%0.00%Q3 2020Q1 20213
McAdam, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
Meridian Wealth Management, LLC 110.02%0.03%0.04%Q2 2019Q2 20223
Northstar Advisory Group, LLC 110.12%0.15%0.21%Q4 2020Q4 20213
HCR Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Sutton Wealth Advisors Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Clear Creek Financial Management, LLC 110.36%0.38%0.40%Q2 2020Q2 20213
Financial Gravity Companies, Inc. 211.10%1.17%1.26%Q4 2017Q4 20183
Kernodle & Katon Asset Management Group, LLC 330.00%0.00%0.01%Q2 2016Q4 20163
Graves Light Lenhart Wealth, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
SEGALL BRYANT & HAMILL, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
MONTAG & CALDWELL, LLC 330.06%0.08%0.12%Q1 2023Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.20%0.29%0.34%Q1 2023Q3 20233
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
STATE OF WISCONSIN INVESTMENT BOARD 330.00%0.00%0.00%Q1 2023Q3 20233
Pacifica Partners Inc. 210.00%0.01%0.01%Q4 2019Q4 20203
BB&T INVESTMENT SERVICES, INC. 330.06%0.10%0.12%Q2 2017Q4 20173
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Galvin, Gaustad & Stein, LLC 330.08%0.10%0.12%Q1 2023Q3 20233
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
HOWE & RUSLING INC 110.00%0.01%0.02%Q3 2018Q1 20233
ARROW FINANCIAL CORP 210.00%0.00%0.00%Q1 2020Q2 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Prospera Financial Services Inc 210.00%0.00%0.01%Q3 2020Q2 20223
Csenge Advisory Group 110.02%0.04%0.05%Q2 2020Q1 20223
GAMBLE JONES INVESTMENT COUNSEL 330.03%0.03%0.03%Q2 2019Q4 20193
Freestone Capital Holdings, LLC 210.00%0.00%0.01%Q3 2020Q3 20213
Cavalier Investments, LLC 330.33%0.35%0.37%Q4 2015Q2 20163
SPROTT INC. 330.05%0.06%0.07%Q3 2017Q1 20183
CIBC WORLD MARKETS CORP 330.15%0.20%0.30%Q1 2023Q3 20233
Capital Directions Investment Advisors, LLC 210.01%0.01%0.01%Q2 2021Q4 20223
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.01%0.01%0.01%Q1 2018Q3 20183
Penserra Capital Management LLC 210.00%0.01%0.01%Q2 2019Q1 20203
Cape Investment Advisory, Inc. 330.02%0.03%0.06%Q1 2023Q3 20233
Evergreen Wealth Management, LLC 331.65%1.81%2.00%Q1 2023Q3 20233
Provident Wealth Management, LLC 332.81%3.41%3.98%Q2 2020Q4 20203
WESPAC Advisors SoCal, LLC 210.00%0.00%0.01%Q1 2016Q1 20193
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
HM PAYSON & CO 330.00%0.00%0.00%Q1 2020Q3 20203
MONTAG A & ASSOCIATES INC 330.00%0.00%0.01%Q4 2020Q2 20213
COMERICA SECURITIES,INC. 210.01%0.03%0.07%Q4 2019Q4 20223
Belpointe Asset Management LLC 210.00%0.00%0.01%Q2 2021Q1 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 330.07%0.07%0.08%Q4 2014Q2 20153
Second Half Financial Partners, LLC 212.09%2.79%3.97%Q4 2022Q3 20233
Lighthouse Financial Advisors, Inc. 330.08%0.10%0.12%Q2 2020Q4 20203
Stordahl Capital Management, Inc. 330.20%0.22%0.23%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
MOTCO 330.00%0.00%0.00%Q4 2020Q2 20213
Main Street Financial Solutions, LLC 330.03%0.11%0.24%Q4 2020Q2 20213
Lee Financial Group Hawaii, Inc. 330.85%2.56%3.45%Q2 2020Q4 20203
Accurate Wealth Management, LLC 210.03%0.12%0.18%Q3 2021Q4 20223
SeaCrest Wealth Management, LLC 210.02%0.03%0.04%Q2 2020Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
VERUS CAPITAL PARTNERS, LLC 220.04%0.04%0.04%Q4 2019Q1 20202
Concert Wealth Management Inc. 110.00%0.03%0.06%Q2 2014Q3 20162
CarsonAllaria Wealth Management, Ltd. 220.01%0.01%0.01%Q1 2023Q2 20232
Headlands Technologies LLC 110.00%0.01%0.01%Q1 2023Q3 20232
Column Capital Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Delta Investment Management, LLC 220.38%0.40%0.43%Q3 2020Q4 20202
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.16%0.35%0.54%Q4 2021Q1 20222
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 220.10%0.10%0.11%Q1 2023Q2 20232
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q3 20212
Foresight Wealth Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
TRUST CO OF VERMONT 220.00%0.00%0.00%Q4 2019Q1 20202
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.37%0.74%Q1 2019Q3 20232
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Vickerman Investment Advisors, Inc. 220.84%1.04%1.25%Q3 2021Q4 20212
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Morningstar Investment Management LLC 224.75%5.53%6.30%Q4 2018Q1 20192
Beacon Pointe Advisors, LLC 110.01%0.02%0.03%Q3 2021Q1 20222
Covington Capital Management 110.00%0.01%0.03%Q4 2020Q3 20212
StoneX Group Inc. 220.10%0.29%0.47%Q2 2017Q3 20172
Jane Street Holding, LLC 220.05%0.06%0.07%Q3 2013Q4 20132
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q4 20222
Greystone Financial Group, LLC 223.98%4.47%4.95%Q1 2023Q2 20232
ESL Trust Services, LLC 220.95%1.06%1.16%Q4 2019Q1 20202
WASHINGTON TRUST BANK 110.00%0.00%0.01%Q4 2016Q4 20172
ETF Portfolio Partners, Inc. 228.61%8.69%8.78%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.07%0.10%0.14%Q4 2021Q3 20222
PFW Advisors LLC 222.24%2.25%2.26%Q2 2023Q3 20232
Sunbelt Securities, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Western Wealth Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Delos Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Trek Financial, LLC 220.04%0.04%0.04%Q3 2020Q4 20202
Garden State Investment Advisory Services LLC 220.32%0.34%0.36%Q2 2023Q3 20232
Leeward Financial Partners, LLC 221.43%1.68%1.92%Q2 2023Q3 20232
Sandy Spring Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Econ Financial Services Corp 220.21%0.23%0.26%Q3 2022Q4 20222
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2015Q3 20232
Trivant Custom Portfolio Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Planned Solutions, Inc. 220.03%0.03%0.04%Q3 2020Q4 20202
Forum Financial Management, LP 110.01%0.01%0.02%Q2 2022Q4 20222
SWMG, LLC 220.15%0.17%0.18%Q4 2020Q1 20212
WealthPLAN Partners, LLC 220.04%0.06%0.09%Q2 2016Q3 20162
Eukles Asset Management 220.00%0.00%0.00%Q2 2023Q3 20232
Independent Advisor Alliance 110.08%0.08%0.09%Q1 2017Q4 20192
COMERICA BANK 110.00%0.01%0.02%Q2 2016Q3 20232
Hackensack Meridian Health, Inc. 220.09%0.33%0.58%Q2 2022Q3 20222
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Keudell/Morrison Wealth Management 222.71%2.78%2.84%Q2 2023Q3 20232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.41%0.42%0.44%Q2 2016Q3 20162
AJ WEALTH STRATEGIES, LLC 220.29%0.31%0.34%Q3 2019Q4 20192
Virtue Capital Management, LLC 220.02%0.04%0.06%Q4 2017Q1 20182
Impact Partnership Wealth, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2020Q3 20232
Arcadia Wealth Management, LLC 221.43%1.45%1.48%Q2 2023Q3 20232
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Homrich & Berg 220.01%0.01%0.01%Q3 2020Q4 20202
Madrona Financial Services, LLC 220.24%0.54%0.84%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
HBW ADVISORY SERVICES LLC 110.05%0.06%0.06%Q3 2021Q3 20232
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q1 2022Q2 20222
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q1 20202
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Keystone Financial Group 220.04%0.04%0.05%Q2 2023Q3 20232
Stuart Chaussee & Associates, Inc. 2217.75%20.23%22.70%Q1 2017Q2 20172
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.02%Q1 2017Q1 20182
Moloney Securities Asset Management, LLC 220.10%0.10%0.10%Q1 2023Q2 20232
MinichMacGregor Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
FISCHER INVESTMENT STRATEGIES, LLC 2210.58%10.72%10.87%Q2 2023Q3 20232
Winslow, Evans & Crocker, Inc. 220.00%0.37%0.74%Q3 2014Q4 20142
Genus Capital Management Inc. 220.45%0.73%1.02%Q2 2023Q3 20232
FLC Capital Advisors 220.07%0.07%0.07%Q2 2021Q3 20212
Camarda Financial Advisors, LLC 110.00%0.08%0.15%Q2 2013Q4 20212
PITCAIRN CO 220.06%0.06%0.06%Q2 2023Q3 20232
NewSquare Capital LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Fingerlakes Wealth Management, Inc. 220.38%0.38%0.38%Q4 2021Q1 20222
Rehmann Capital Advisory Group 110.00%0.04%0.09%Q1 2019Q3 20192
HERITAGE WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Paloma Partners Management Co 220.00%0.00%0.00%Q3 2019Q4 20192
Friedenthal Financial 223.13%3.21%3.30%Q3 2019Q4 20192
Prime Capital Investment Advisors, LLC 220.01%0.01%0.02%Q2 2018Q3 20182
COMMUNITY BANK SYSTEM, INC. 220.00%0.00%0.00%Q4 2013Q1 20142
TD Waterhouse Canada Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Arete Wealth Advisors, LLC 110.14%0.36%0.58%Q1 2014Q4 20222
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q3 2021Q4 20212
F3Logic, LLC 220.17%0.17%0.17%Q1 2018Q2 20182
Cerity Partners LLC 220.00%0.00%0.01%Q4 2022Q1 20232
NVWM, LLC 110.00%0.00%0.00%Q4 2018Q2 20222
Community Bank, N.A. 110.00%0.00%0.00%Q3 2016Q4 20202
BENJAMIN EDWARDS INC 110.00%0.06%0.11%Q2 2022Q3 20232
J.P. Turner & Co Capital Mnagement, LLC 110.22%0.42%0.62%Q1 2015Q3 20152
Regency Capital Management Inc.\DE 220.02%0.02%0.02%Q4 2021Q1 20222
Patten Group, Inc. 110.00%0.16%0.31%Q4 2018Q3 20232
HAZLETT, BURT & WATSON, INC. 220.01%0.02%0.02%Q2 2023Q3 20232
WOODWARD DIVERSIFIED CAPITAL, LLC 110.17%0.58%0.99%Q4 2021Q2 20232
Bouvel Investment Partners, LLC 220.88%1.10%1.32%Q2 2023Q3 20232
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
LifeSteps Financial, Inc. 110.38%0.38%0.38%Q3 2022Q3 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Redwood Investment Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
EVOKE WEALTH, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Long Run Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Peninsula Wealth, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
Pinnacle Wealth Management, LLC 114.45%4.45%4.45%Q3 2022Q3 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EXENCIAL WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q1 2013Q1 20131
EDMOND DE ROTHSCHILD HOLDING S.A. 110.01%0.01%0.01%Q3 2016Q3 20161
Carlsbad Wealth Advisory Group, Inc. 112.94%2.94%2.94%Q2 2023Q2 20231
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Land & Buildings Investment Management 110.96%0.96%0.96%Q1 2023Q1 20231
Syntegra Private Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Accuvest Global Advisors 110.29%0.29%0.29%Q3 2013Q3 20131
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
Spectrum Management Group, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Brickley Wealth Management 115.43%5.43%5.43%Q4 2017Q4 20171
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Advocacy Wealth Management Services, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Avestar Capital, LLC 110.16%0.16%0.16%Q1 2018Q1 20181
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
FourThought Financial, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
KCM INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Coco Enterprises, LLC 118.07%8.07%8.07%Q4 2020Q4 20201
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
DEARBORN PARTNERS LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Wagner Wealth Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2022Q1 20221
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Montecito Bank & Trust 110.03%0.03%0.03%Q4 2016Q4 20161
BRINKER CAPITAL INC 110.02%0.02%0.02%Q4 2014Q4 20141
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
AMG National Trust Bank 110.02%0.02%0.02%Q3 2023Q3 20231
SevenBridge Financial Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
L.M. KOHN & COMPANY 110.09%0.09%0.09%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.07%0.07%0.07%Q4 2020Q4 20201
HILLTOP WEALTH ADVISORS, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Advantage, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CITY HOLDING CO 110.00%0.00%0.00%Q3 2023Q3 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Coppell Advisory Solutions LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
GENWORTH FINANCIAL INC 110.38%0.38%0.38%Q2 2013Q2 20131
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Laurel Wealth Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Stratos Investment Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
SMI Advisory Services, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.83%0.83%0.83%Q3 2016Q3 20161
Williams Financial, LLC 110.17%0.17%0.17%Q3 2021Q3 20211
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
MCDONALD PARTNERS LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Element Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Old North State Trust, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
ATLAS CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Koss-Olinger Consulting, LLC 116.36%6.36%6.36%Q3 2023Q3 20231
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Insight Wealth Strategies, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
GSB Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Trilogy Capital Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.84%0.84%0.84%Q1 2019Q1 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PANORAMIC INVESTMENT ADVISORS, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Activest Wealth Management 110.10%0.10%0.10%Q2 2023Q2 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Bleakley Financial Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rotella Capital Management, Inc. 110.89%0.89%0.89%Q4 2013Q4 20131
WNY Asset Management, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Kore Private Wealth LLC 110.34%0.34%0.34%Q4 2020Q4 20201
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Pacific Center for Financial Services 110.02%0.02%0.02%Q1 2023Q1 20231
Global Trust Asset Management, LLC 110.42%0.42%0.42%Q1 2020Q1 20201
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
Rice Partnership, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.67%0.67%0.67%Q3 2023Q3 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2020Q3 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Centered Wealth LLC dba Miller Equity Capital Advisors 110.40%0.40%0.40%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q1 2021Q1 20211
Permit Capital Advisors, LLC 110.39%0.39%0.39%Q1 2022Q1 20221
SBB Research Group LLC 111.34%1.34%1.34%Q1 2023Q1 20231
Americana Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Argentus Capital Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Edmond de Rothschild (Europe) 110.11%0.11%0.11%Q3 2016Q3 20161
Marks Wealth, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.76%0.76%0.76%Q1 2017Q1 20171
Crabel Capital Management, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Fiduciary Planning LLC 111.00%1.00%1.00%Q4 2019Q4 20191
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Perigon Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SageView Advisory Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Verity Asset Management, Inc. 110.19%0.19%0.19%Q1 2015Q1 20151
Concorde Asset Management, LLC 110.22%0.22%0.22%Q1 2020Q1 20201
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBT BANK N A /NY 110.04%0.04%0.04%Q2 2021Q2 20211
Granby Capital Management, LLC 116.30%6.30%6.30%Q4 2020Q4 20201
Onyx Bridge Wealth Group LLC 110.17%0.17%0.17%Q1 2021Q1 20211
OneAscent Financial Services LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Tempus Wealth Planning, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PNC Managed Account Solutions, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
Shamrock Asset Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Faithward Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Treynor Bancshares, Inc. 110.33%0.33%0.33%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q3 2018Q3 20181
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.62%0.62%0.62%Q3 2016Q3 20161
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q1 2023Q1 20231
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JT Stratford LLC 110.06%0.06%0.06%Q3 2023Q3 20231
DOLIVER ADVISORS, LP 110.11%0.11%0.11%Q4 2019Q4 20191
Moors & Cabot, Inc. 110.19%0.19%0.19%Q1 2017Q1 20171
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SouthState Corp 110.00%0.00%0.00%Q2 2022Q2 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Sterling Financial Group, Inc. 115.77%5.77%5.77%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Apeiron RIA LLC 110.10%0.10%0.10%Q4 2021Q4 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
External links

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