VANGUARD BD INDEX FDS shareholder history

Current and past VANGUARD BD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LEAVELL INVESTMENT MANAGEMENT, INC. 43180.02%6.85%34.91%Q2 2007Q3 202361
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2320.00%0.00%0.02%Q2 2013Q3 202359
HUNTINGTON NATIONAL BANK 35200.00%0.02%0.06%Q2 2009Q3 202357
MUFG Americas Holdings Corp 20110.00%0.00%0.01%Q4 2010Q3 202244
GOLDMAN SACHS GROUP INC 3920.00%0.01%0.08%Q2 2012Q3 202344
Freedom Investment Management, Inc. 43430.08%1.13%2.82%Q1 2013Q3 202343
LPL Financial LLC 42420.07%0.22%0.45%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.32%0.52%0.86%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.07%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.03%0.14%0.33%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.02%0.05%0.12%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.05%0.08%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.29%1.00%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.02%0.10%0.35%Q1 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.01%0.09%0.30%Q4 2012Q1 202342
ENVESTNET ASSET MANAGEMENT INC 42420.33%0.78%1.34%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.11%0.21%0.36%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.01%0.25%1.08%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.08%0.34%0.62%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.23%0.49%0.80%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.04%0.37%0.94%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.11%0.27%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.11%0.34%Q2 2013Q3 202342
NBT BANK N A /NY 42420.06%0.07%0.17%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.14%1.03%3.32%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.04%0.08%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.02%0.03%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.80%2.63%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42425.85%8.64%11.70%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.06%0.19%0.58%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.01%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.74%1.39%2.39%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
Cetera Advisors LLC 42420.03%0.09%0.29%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.85%1.41%2.84%Q2 2013Q3 202342
Creative Planning 3380.00%0.01%0.03%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.09%0.31%0.56%Q2 2013Q3 202341
EVERETT HARRIS & CO /CA/ 41410.00%0.02%0.05%Q2 2013Q2 202341
Janney Montgomery Scott LLC 41410.04%0.14%0.31%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.03%0.33%1.07%Q4 2013Q4 202341
M&T BANK CORP 26150.00%0.02%0.04%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.03%0.10%0.31%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.01%0.06%0.55%Q2 2013Q3 202341
B. Riley Wealth Advisors, Inc. 3650.05%0.51%1.35%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.39%1.98%Q2 2013Q3 202341
Evanson Asset Management, LLC 40400.05%0.10%0.22%Q4 2013Q3 202340
NewSquare Capital LLC 40400.00%0.80%1.71%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40401.12%5.00%8.99%Q4 2013Q3 202340
Beacon Capital Management, Inc. 40400.03%7.07%32.94%Q4 2013Q3 202340
COMERICA BANK 3810.04%0.25%0.62%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.08%0.11%Q1 2014Q3 202339
RAYMOND JAMES TRUST N.A. 3810.02%0.07%0.13%Q2 2013Q3 202339
Marquette Asset Management, LLC 39390.01%0.84%4.32%Q4 2013Q2 202339
OPPENHEIMER & CO INC 39390.01%0.03%0.43%Q1 2014Q3 202339
Private Advisor Group, LLC 3810.01%0.24%0.60%Q4 2013Q3 202339
Gemmer Asset Management LLC 38381.10%1.98%3.19%Q2 2014Q3 202338
FARMERS & MERCHANTS INVESTMENTS INC 38380.00%0.00%0.01%Q2 2014Q3 202338
BUCKINGHAM STRATEGIC WEALTH, LLC 38380.10%0.81%4.68%Q2 2014Q3 202338
Kovack Advisors, Inc. 38380.07%0.15%0.32%Q2 2014Q3 202338
Coastline Trust Co 38380.05%0.78%1.40%Q2 2013Q3 202238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3430.00%0.26%0.69%Q2 2013Q3 202337
Dynamic Advisor Solutions LLC 3340.04%0.24%0.76%Q2 2014Q3 202337
Avior Wealth Management, LLC 37370.01%0.15%0.66%Q3 2014Q3 202337
Raymond James Financial Services Advisors, Inc. 3310.04%0.09%0.26%Q2 2013Q3 202337
Asset Management Group, Inc. 36360.42%1.57%2.79%Q4 2014Q3 202336
S. R. Schill & Associates 36360.16%1.91%9.61%Q4 2014Q3 202336
Willow Creek Wealth Management Inc. 36360.57%23.09%43.99%Q4 2014Q3 202336
UBS Group AG 36360.02%0.04%0.08%Q4 2014Q3 202336
Diana Davis Spencer Foundation 363639.54%40.53%41.53%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.01%0.06%0.14%Q4 2014Q3 202336
Northstar Group, Inc. 36360.13%0.67%1.15%Q4 2014Q3 202336
Sigma Planning Corp 36360.04%0.12%0.24%Q4 2014Q3 202336
Joel Isaacson & Co., LLC 3510.00%0.07%0.11%Q4 2012Q3 202336
FC Advisory LLC 36364.02%6.34%8.61%Q1 2015Q4 202336
First Personal Financial Services 36360.07%0.31%1.01%Q4 2014Q3 202336
BANK OF STOCKTON 2050.21%4.38%14.01%Q2 2013Q3 202335
CLIFFORD SWAN INVESTMENT COUNSEL LLC 21140.01%0.07%0.13%Q2 2013Q3 202235
OLD NATIONAL BANCORP /IN/ 35350.05%0.35%0.82%Q1 2015Q3 202335
JPMORGAN CHASE & CO 35350.00%0.00%0.00%Q1 2015Q3 202335
Diversified Portfolios, Inc. 2693.43%9.04%13.26%Q4 2014Q3 202335
TRUST CO OF VIRGINIA /VA 35350.02%0.55%1.52%Q4 2013Q2 202235
Country Club Trust Company, n.a. 35350.05%0.19%0.46%Q2 2013Q4 202135
Godshalk Welsh Capital Management, Inc. 3410.05%1.09%2.81%Q4 2014Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.00%0.03%0.10%Q1 2015Q3 202335
PARSONS CAPITAL MANAGEMENT INC/RI 35350.03%0.15%0.29%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.01%0.28%0.54%Q2 2015Q3 202334
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 34340.06%0.33%0.98%Q4 2013Q1 202234
Prospera Financial Services Inc 1840.01%0.20%0.41%Q4 2013Q3 202334
Ameritas Investment Partners, Inc. 34340.00%0.20%0.36%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.00%0.03%0.09%Q1 2015Q3 202334
CENTRAL TRUST Co 3010.00%0.03%0.22%Q2 2013Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.02%0.03%0.04%Q2 2013Q3 202134
Franklin, Parlapiano, Turner & Welch, LLC 33337.48%10.56%12.01%Q3 2015Q3 202333
Patten Group, Inc. 33330.00%0.22%0.68%Q3 2015Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 2010.00%0.02%0.12%Q4 2014Q3 202333
Parkside Financial Bank & Trust 33330.22%0.62%1.74%Q3 2015Q3 202333
TRUST CO OF VERMONT 2940.00%0.04%0.08%Q2 2013Q3 202333
Moisand Fitzgerald Tamayo, LLC 32320.05%0.63%1.86%Q4 2015Q3 202332
Compass Financial Group, Inc. 32320.93%1.41%1.92%Q4 2015Q3 202332
Day & Ennis, LLC 32321.70%4.71%10.84%Q4 2015Q3 202332
REGIONS FINANCIAL CORP 1160.00%0.00%0.01%Q2 2013Q3 202332
PINNACLE FINANCIAL PARTNERS INC 32320.11%0.66%4.09%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.14%0.31%0.52%Q2 2013Q1 202132
Roundview Capital LLC 32320.10%0.29%1.31%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.04%0.26%0.68%Q1 2016Q4 202332
BANK OF HAWAII 32320.03%0.18%0.43%Q4 2015Q3 202332
Cetera Investment Advisers 32320.04%0.17%0.36%Q4 2015Q3 202332
SALEM INVESTMENT COUNSELORS INC 18140.01%0.04%0.08%Q2 2013Q3 202332
HT Partners LLC 31310.35%3.09%4.46%Q1 2016Q3 202331
MEEDER ASSET MANAGEMENT INC 31310.00%0.27%1.51%Q1 2016Q3 202331
Affiance Financial, LLC 18130.04%1.59%5.97%Q1 2015Q4 202231
Atria Investments, Inc 17140.10%0.22%0.54%Q4 2015Q3 202331
Argent Trust Co 17140.01%0.10%0.22%Q1 2015Q1 202331
Lido Advisors, LLC 31310.01%0.06%0.23%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.10%0.57%1.49%Q1 2016Q3 202331
MERIDIAN INVESTMENT COUNSEL INC. 31310.08%0.15%0.25%Q4 2015Q2 202331
Hanson & Doremus Investment Management 2610.00%0.01%0.03%Q2 2013Q3 202231
Efficient Advisors, LLC 31310.05%2.85%8.29%Q1 2016Q3 202331
IFP Advisors, Inc 17140.03%0.14%0.42%Q4 2015Q3 202331
DUBUQUE BANK & TRUST CO 1530.00%0.06%0.27%Q1 2014Q3 202330
JANE STREET GROUP, LLC 2010.00%0.04%0.20%Q1 2014Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.19%0.51%Q2 2013Q3 202030
First Heartland Consultants, Inc. 30300.02%0.38%0.68%Q2 2016Q3 202330
FRANKLIN RESOURCES INC 16140.00%0.00%0.00%Q3 2015Q3 202330
BerganKDV Wealth Management, LLC 30300.24%0.44%0.83%Q1 2016Q2 202330
HEADINVEST, LLC 18120.18%0.37%0.81%Q1 2015Q3 202330
REILLY FINANCIAL ADVISORS, LLC 2730.00%0.01%0.03%Q2 2013Q4 202130
BLAIR WILLIAM & CO/IL 30300.00%0.01%0.03%Q2 2016Q3 202330
ORRSTOWN FINANCIAL SERVICES INC 30300.04%0.61%1.10%Q4 2014Q1 202230
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
Harel Insurance Investments & Financial Services Ltd. 1510.05%0.15%0.33%Q4 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
NEXT Financial Group, Inc 1410.00%0.20%0.84%Q2 2014Q4 202129
Pinkerton Retirement Specialists, LLC 1430.03%3.66%8.34%Q4 2014Q3 202329
Bartlett & Co. LLC 1040.00%0.00%0.00%Q2 2013Q4 202329
GAMBLE JONES INVESTMENT COUNSEL 2450.02%0.04%0.06%Q2 2013Q4 202229
Cornerstone Wealth Management, LLC 2510.48%1.26%2.28%Q1 2016Q3 202329
Financial Architects, Inc 2540.00%0.22%0.47%Q1 2016Q2 202329
Loudon Investment Management, LLC 16130.16%0.23%0.32%Q4 2013Q3 202329
Traynor Capital Management, Inc. 2620.04%0.17%0.82%Q1 2015Q3 202228
BCM ADVISORS, LLC 28281.36%8.70%18.04%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.05%1.22%5.77%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.22%1.20%Q4 2016Q3 202328
HSBC HOLDINGS PLC 28280.00%0.00%0.01%Q4 2013Q3 202028
CWM, LLC 1310.00%0.02%0.05%Q2 2015Q3 202328
KEYBANK NATIONAL ASSOCIATION/OH 1420.00%0.01%0.01%Q4 2012Q3 202228
FLAGSHIP HARBOR ADVISORS, LLC 28280.03%0.12%0.32%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.06%Q4 2016Q3 202328
WESBANCO BANK INC 17110.02%0.02%0.03%Q3 2016Q3 202328
WEST PACES ADVISORS INC. 28280.07%1.21%5.16%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 2710.01%1.01%3.02%Q3 2016Q3 202328
COMMERCE BANK 2350.00%0.03%0.09%Q4 2014Q4 202128
Patriot Financial Group Insurance Agency, LLC 28280.02%0.09%0.25%Q4 2016Q3 202328
Betterment LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.03%0.11%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.21%0.69%2.56%Q4 2016Q3 202328
Violich Capital Management, Inc. 27270.12%0.26%0.47%Q2 2013Q4 201927
Allen Investment Management, LLC 27270.01%0.22%1.21%Q1 2017Q3 202327
Wela Strategies, Inc. 2610.88%1.56%2.68%Q1 2017Q4 202327
Aureus Asset Management, LLC 27270.04%0.19%0.39%Q1 2017Q3 202327
Continuum Advisory, LLC 27270.16%0.96%2.14%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.02%0.05%0.17%Q1 2016Q3 202327
SYNOVUS FINANCIAL CORP 1710.00%0.02%0.06%Q2 2013Q3 202327
Frontier Wealth Management LLC 1890.01%0.54%1.66%Q4 2014Q2 202227
Voya Financial Advisors, Inc. 2430.03%0.30%0.79%Q1 2015Q1 202227
WHITTIER TRUST CO 27270.00%0.00%0.01%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.08%Q4 2016Q3 202327
BARCLAYS PLC 1460.00%0.00%0.03%Q1 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.22%0.40%Q2 2013Q4 201927
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q2 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.09%0.20%0.30%Q2 2017Q3 202326
LCNB CORP 2060.32%0.86%1.37%Q4 2016Q2 202326
Bison Wealth, LLC 15110.00%0.62%2.13%Q1 2015Q2 202226
Brookstone Capital Management 2330.02%0.21%0.40%Q2 2015Q3 202326
Ashfield Capital Partners, LLC 26260.08%0.13%0.33%Q2 2013Q3 201926
VANGUARD GROUP INC 1910.00%0.00%0.00%Q4 2014Q3 202326
Ballentine Partners, LLC 26260.04%0.07%0.14%Q2 2017Q3 202326
NewEdge Advisors, LLC 26260.01%0.07%0.11%Q2 2017Q3 202326
Archford Capital Strategies, LLC 1310.00%0.13%0.28%Q1 2014Q3 202226
Family Legacy, Inc. 2421.13%1.60%2.19%Q1 2017Q3 202326
Carroll Financial Associates, Inc. 26260.01%0.02%0.03%Q3 2015Q4 202126
Kingsview Wealth Management, LLC 2060.05%0.16%0.47%Q1 2017Q3 202326
Truepoint, Inc. 1010.02%0.09%0.20%Q2 2013Q3 202325
Winslow, Evans & Crocker, Inc. 25250.01%0.04%0.20%Q4 2014Q4 202025
AJ WEALTH STRATEGIES, LLC 2020.01%2.06%9.40%Q4 2016Q2 202325
MASSMUTUAL TRUST CO FSB/ADV 25250.01%0.14%0.38%Q4 2017Q4 202325
AE Wealth Management LLC 2410.03%0.10%0.20%Q2 2017Q3 202325
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25250.01%0.01%0.02%Q3 2017Q3 202325
Sargent Bickham Lagudis LLC 25250.00%0.54%3.76%Q1 2016Q1 202225
Bogart Wealth, LLC 25250.01%0.03%0.13%Q3 2017Q3 202325
SIGNET FINANCIAL MANAGEMENT, LLC 2410.01%0.90%2.34%Q4 2014Q4 202125
MONROE BANK & TRUST/MI 25251.92%4.15%5.32%Q2 2013Q2 201925
HM PAYSON & CO 1910.00%0.06%0.10%Q2 2013Q4 202125
FIRST MERCHANTS CORP 25250.05%0.90%1.81%Q3 2017Q3 202325
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.03%0.11%Q3 2014Q3 202325
TIAA, FSB 25250.01%0.10%0.24%Q2 2017Q2 202325
SONATA CAPITAL GROUP INC 25250.29%0.43%0.67%Q3 2017Q3 202325
RFG Advisory, LLC 15100.02%0.30%1.92%Q1 2017Q3 202325
Norway Savings Bank 25250.01%0.02%0.04%Q4 2016Q4 202225
Mosaic Family Wealth, LLC 25250.06%0.09%0.13%Q4 2015Q4 202125
SMITH, MOORE & CO. 25250.04%0.08%0.13%Q3 2017Q3 202325
FIRST FINANCIAL CORP /IN/ 1610.01%0.08%0.18%Q2 2015Q3 202325
REDW Wealth LLC 24240.24%0.41%0.57%Q4 2016Q3 202224
BOKF, NA 1590.01%0.02%0.06%Q3 2017Q3 202324
Integrated Wealth Concepts LLC 24240.02%0.09%0.16%Q4 2017Q3 202324
Arlington Financial Advisors, LLC 24240.21%0.56%0.82%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.24%0.31%0.45%Q4 2017Q3 202324
ASSETMARK, INC 1310.00%0.00%0.02%Q3 2013Q3 202324
Capital Analysts, LLC 2310.00%0.02%0.06%Q4 2015Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.18%0.40%0.91%Q4 2017Q3 202324
Front Row Advisors LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.11%0.36%0.66%Q4 2017Q3 202324
SouthState Corp 1630.02%0.07%0.22%Q4 2013Q3 202324
Transamerica Financial Advisors, Inc. 1260.00%0.09%0.70%Q2 2013Q3 202324
Sunbelt Securities, Inc. 24240.02%0.14%0.47%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.13%0.60%Q4 2017Q3 202324
UNITED BANK 24240.21%0.34%0.53%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.10%0.13%0.18%Q4 2017Q3 202324
STEPHENS INC /AR/ 2220.01%0.66%2.20%Q3 2013Q3 202324
New Potomac Partners, LLC 24240.11%0.42%0.97%Q4 2017Q3 202324
Wind River Trust Co 23230.40%1.49%4.14%Q4 2012Q2 201823
Koshinski Asset Management, Inc. 2120.06%0.12%0.24%Q4 2017Q3 202323
CreativeOne Wealth, LLC 23230.60%0.89%1.30%Q1 2018Q3 202323
SIGNATUREFD, LLC 1310.00%0.01%0.02%Q2 2013Q3 202323
CENTAURUS FINANCIAL, INC. 23230.01%0.11%0.39%Q4 2017Q2 202323
DELTA ASSET MANAGEMENT LLC/TN 23230.00%0.00%0.01%Q2 2013Q4 201823
Wealthcare Advisory Partners LLC 1520.01%0.04%0.09%Q3 2017Q3 202323
MONETA GROUP INVESTMENT ADVISORS LLC 1940.00%0.03%0.06%Q4 2017Q3 202323
Mutual Advisors, LLC 23230.04%0.16%0.48%Q1 2018Q3 202323
Allworth Financial LP 1810.00%0.15%0.73%Q3 2016Q3 202323
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 1410.02%0.13%0.44%Q1 2017Q3 202323
AMERICAN NATIONAL BANK 2210.01%0.46%0.59%Q2 2013Q2 202323
FMR LLC 2110.00%0.00%0.02%Q3 2016Q3 202323
Veritable, L.P. 2110.00%0.02%0.06%Q4 2012Q2 202323
Bedel Financial Consulting, Inc. 23230.04%0.11%0.18%Q4 2017Q2 202323
Shamrock Asset Management LLC 23230.02%0.04%0.09%Q1 2014Q3 201923
White Lighthouse Investment Management Inc. 23230.16%0.96%1.68%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.24%1.00%Q1 2018Q3 202323
ROFFMAN MILLER ASSOCIATES INC /PA/ 2120.02%0.07%0.37%Q2 2013Q3 202323
Rehmann Capital Advisory Group 1910.02%0.13%0.46%Q4 2014Q4 202022
Perkins Coie Trust Co 22220.01%0.03%0.05%Q4 2013Q1 201922
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.01%Q2 2014Q2 202322
LEVEL FOUR ADVISORY SERVICES, LLC 1910.02%0.12%0.53%Q4 2016Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.01%0.02%Q2 2018Q3 202322
Stadion Money Management, LLC 22220.17%0.40%0.74%Q2 2013Q3 201822
Jacobi Capital Management LLC 22220.01%0.04%0.10%Q2 2016Q3 202122
BDO Wealth Advisors, LLC 22220.01%0.38%1.37%Q1 2018Q2 202322
PFG Advisors 1750.03%0.17%0.88%Q4 2017Q3 202322
BESSEMER GROUP INC 2110.00%0.00%0.01%Q4 2013Q3 202322
FIRST AMERICAN TRUST, FSB 1410.03%0.06%0.09%Q4 2015Q4 202122
Brookmont Capital Management 1010.08%0.14%0.18%Q2 2016Q3 202322
COURIER CAPITAL LLC 22220.03%0.04%0.05%Q1 2017Q2 202222
STALEY CAPITAL ADVISERS INC 21210.01%0.03%0.03%Q2 2018Q2 202321
Starfire Investment Advisers, Inc. 11100.09%0.41%1.48%Q1 2015Q2 202021
Coe Capital Management, LLC 1740.06%0.72%1.48%Q2 2013Q2 202121
C-J Advisory, Inc. 21212.07%2.27%2.82%Q3 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.27%0.65%1.33%Q3 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 1310.03%0.50%2.09%Q1 2016Q3 202321
SUNTRUST BANKS INC 21210.01%0.22%0.53%Q3 2014Q3 201921
Spectrum Asset Management, Inc. (NB/CA) 1380.22%1.57%7.62%Q4 2014Q4 202121
Covington Capital Management 21210.00%0.01%0.01%Q3 2017Q3 202221
Pinnacle Bancorp, Inc. 2010.02%0.04%0.07%Q1 2017Q3 202321
HOWE & RUSLING INC 910.00%0.00%0.01%Q2 2013Q3 202321
SeaCrest Wealth Management, LLC 1560.02%0.03%0.06%Q4 2017Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.40%1.08%1.87%Q4 2018Q4 202321
B. Riley Wealth Management, Inc. 940.00%0.34%2.32%Q1 2014Q2 202221
Rockefeller Capital Management L.P. 20200.00%0.03%0.05%Q4 2018Q3 202320
Wells Trecaso Financial Group, LLC 20200.44%0.78%1.55%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.30%0.50%0.96%Q4 2018Q3 202320
JNBA Financial Advisors 1910.00%0.02%0.29%Q2 2013Q3 201820
Wealthfront Advisers LLC 20200.05%0.08%0.15%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.88%3.08%Q1 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.03%0.14%0.35%Q4 2018Q3 202320
Community Bank, N.A. 1910.00%0.03%0.08%Q4 2015Q1 202120
Highland Private Wealth Management 1821.49%3.20%4.41%Q3 2017Q3 202220
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.55%2.29%Q3 2015Q3 202320
Community Bank of Raymore 1370.12%0.19%0.24%Q3 2018Q3 202320
Legacy Bridge, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20202.76%3.23%3.56%Q4 2018Q3 202320
Brio Consultants, LLC 20200.10%4.07%9.90%Q4 2018Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20200.23%0.60%0.79%Q4 2018Q3 202320
SNS Financial Group, LLC 20200.10%0.23%0.77%Q4 2018Q3 202320
Brinker Capital Investments, LLC 1550.00%0.04%0.23%Q2 2015Q4 202220
LexAurum Advisors, LLC 20200.17%0.50%0.80%Q4 2018Q3 202320
Human Investing LLC 20201.48%2.81%3.92%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.07%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.93%1.24%1.50%Q4 2018Q3 202320
Belpointe Asset Management LLC 1620.03%0.11%0.38%Q3 2017Q1 202320
American Portfolios Advisors 20200.01%0.06%0.16%Q4 2017Q3 202220
Summit Financial, LLC 20200.10%0.23%0.43%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 1310.00%0.00%0.00%Q4 2013Q3 202320
NORTHSTAR INVESTMENT ADVISORS LLC 20200.05%2.38%2.91%Q2 2013Q1 201820
Private Capital Group, LLC 19190.06%0.78%2.27%Q4 2017Q2 202219
Snowden Capital Advisors LLC 830.02%0.20%0.41%Q2 2017Q3 202319
Capital Asset Advisory Services LLC 1180.00%0.78%4.35%Q4 2016Q2 202219
Bremer Bank National Association 19190.89%1.82%2.53%Q1 2019Q3 202319
Cable Hill Partners, LLC 1810.02%0.03%0.07%Q4 2014Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FORTE CAPITAL LLC /ADV 19190.10%1.09%3.13%Q3 2014Q1 201919
SRS Capital Advisors, Inc. 1020.16%0.37%0.47%Q3 2018Q3 202319
180 WEALTH ADVISORS, LLC 1810.04%0.21%0.49%Q4 2017Q1 202319
Certified Advisory Corp 1140.02%0.20%0.82%Q4 2017Q3 202319
SII INVESTMENTS INC/WI 19191.16%1.63%2.18%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19191.78%2.03%2.35%Q2 2013Q4 201719
LIBERTY WEALTH MANAGEMENT LLC 1630.01%0.09%0.14%Q4 2018Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.16%0.28%0.50%Q2 2018Q4 202219
COMERICA SECURITIES,INC. 19191.86%2.37%2.93%Q1 2019Q3 202319
BB&T SECURITIES, LLC 19190.01%0.02%0.05%Q1 2015Q3 201919
Joseph P. Lucia & Associates, LLC 19190.07%0.25%0.44%Q1 2019Q3 202319
Cypress Wealth Services, LLC 1450.05%0.08%0.23%Q4 2018Q3 202319
NATIONAL PLANNING CORP 19190.32%1.23%2.75%Q2 2013Q4 201719
TRUIST FINANCIAL CORP 1810.00%0.08%0.13%Q4 2017Q3 202319
AVANTAX ADVISORY SERVICES, INC. 1610.01%0.17%0.36%Q4 2018Q3 202318
OneDigital Investment Advisors LLC 910.00%0.03%0.07%Q2 2017Q3 202318
Sowell Financial Services LLC 1120.02%0.63%2.03%Q4 2018Q3 202318
Hapanowicz & Associates Financial Services, Inc 1175.92%9.79%12.60%Q4 2016Q2 202218
OARSMAN CAPITAL, INC. 1440.11%0.19%0.25%Q4 2015Q2 202018
KANAWHA CAPITAL MANAGEMENT LLC 18180.03%0.05%0.09%Q2 2019Q3 202318
DEARBORN PARTNERS LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
WEALTHFRONT Corp 1710.00%0.02%0.10%Q1 2014Q3 201818
Poplar Forest Capital LLC 18180.04%0.09%0.14%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.50%1.23%2.09%Q4 2018Q3 202318
Resource Planning Group 18180.30%0.51%0.76%Q2 2019Q3 202318
Sandy Spring Bank 1510.00%0.00%0.01%Q1 2016Q3 202318
BRR OpCo, LLC 18180.05%0.09%0.13%Q4 2014Q1 201918
WEBSTER BANK, N. A. 18180.00%0.01%0.02%Q4 2016Q1 202118
Independence Advisors, LLC 18186.08%7.77%10.60%Q2 2016Q3 202018
CIBC WORLD MARKET INC. 1710.00%0.00%0.01%Q3 2016Q3 202318
SVB WEALTH LLC 18180.01%0.06%0.13%Q2 2019Q3 202318
PATTON ALBERTSON MILLER GROUP, LLC 1410.07%0.40%0.63%Q2 2013Q3 201818
McIlrath & Eck, LLC 18180.00%0.00%0.01%Q4 2017Q1 202218
Focused Wealth Management, Inc 1010.00%0.02%0.05%Q3 2013Q3 202318
Commonwealth Equity Services, Inc 18180.05%0.08%0.14%Q2 2013Q3 201718
NWAM LLC 18180.01%0.26%0.55%Q2 2019Q3 202318
New Capital Management LP 18180.03%0.14%0.29%Q4 2016Q1 202118
RELIANCE TRUST CO 18181.15%11.12%27.21%Q2 2013Q3 201718
FIFTH THIRD SECURITIES, INC. 810.16%0.69%1.82%Q1 2016Q3 202318
Endurance Wealth Management, Inc. 1410.00%0.00%0.01%Q2 2015Q2 202318
PACIFIC FINANCIAL GROUP INC 18180.02%0.47%1.53%Q2 2019Q3 202318
Burt Wealth Advisors 1350.01%7.54%12.52%Q2 2015Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18180.02%1.64%5.47%Q1 2019Q2 202318
Oakworth Capital, Inc. 18180.01%0.02%0.03%Q2 2019Q3 202318
RELIANCE TRUST CO OF DELAWARE 1170.05%0.36%0.63%Q2 2013Q1 201918
TSFG, LLC 17170.00%0.00%0.01%Q2 2019Q2 202317
Perigon Wealth Management, LLC 1210.00%0.10%0.82%Q3 2011Q3 202317
Quantitative Advantage, LLC 17170.31%1.33%3.47%Q3 2014Q3 201817
Cordasco Financial Network 17170.00%0.00%0.00%Q2 2018Q2 202217
Salient Capital Advisors, LLC 17170.01%0.02%0.06%Q2 2013Q2 201717
Sunesis Advisors, LLC 17171.62%2.67%3.52%Q2 2018Q2 202217
Brickley Wealth Management 17170.16%1.43%2.07%Q4 2017Q4 202117
WealthShield Partners, LLC 1220.00%0.08%0.21%Q4 2017Q3 202317
Baldrige Asset Management LLC 17170.86%1.68%2.89%Q1 2019Q1 202317
Coyle Financial Counsel LLC 1020.42%4.60%12.10%Q1 2015Q4 201917
WFG Advisors, LP 17170.00%0.03%0.28%Q2 2013Q2 201717
Arete Wealth Advisors, LLC 17170.10%0.34%0.52%Q4 2013Q4 201717
Spearhead Capital Advisors, LLC 1430.09%0.15%0.22%Q4 2017Q2 202217
PARK AVENUE SECURITIES LLC 1410.01%0.06%0.09%Q1 2019Q3 202317
BOYS ARNOLD & CO INC 1210.04%0.05%0.06%Q1 2015Q1 202017
Portfolio Solutions, LLC 1610.02%0.14%0.77%Q1 2018Q3 202217
Visionary Asset Management, Inc. 17170.17%2.65%9.20%Q4 2014Q4 201817
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17170.06%0.35%0.79%Q1 2019Q1 202317
TOWNSQUARE CAPITAL LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
Concorde Asset Management, LLC 1430.12%1.22%3.38%Q4 2014Q3 202017
OPTIMUM INVESTMENT ADVISORS 17170.04%0.12%0.21%Q3 2019Q3 202317
Goelzer Investment Management, Inc. 1070.02%0.04%0.07%Q1 2016Q2 202017
Simplicity Solutions, LLC 1110.02%0.18%0.82%Q4 2014Q3 202317
Simmons Bank 510.02%0.25%0.51%Q1 2016Q2 202217
iAB Financial Bank 17170.26%0.35%0.44%Q2 2013Q2 201717
CALTON & ASSOCIATES, INC. 1610.03%0.30%0.63%Q4 2017Q2 202317
Weitz Investment Management 17170.01%0.01%0.01%Q4 2016Q4 202017
People's United Financial, Inc. 17170.00%0.00%0.01%Q2 2013Q2 201717
Marcum Wealth, LLC 16160.09%0.24%0.52%Q4 2019Q3 202316
MOSELEY INVESTMENT MANAGEMENT INC 16160.14%0.97%1.79%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.06%Q4 2019Q3 202316
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 16166.77%8.16%9.88%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16162.66%3.10%4.00%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.22%0.33%0.55%Q4 2019Q3 202316
WealthPLAN Partners, LLC 810.00%0.05%0.18%Q4 2015Q2 202316
Bell Rock Capital LLC 1310.05%0.17%0.39%Q4 2016Q3 202216
INVESTMENT CENTERS OF AMERICA INC 1120.58%0.73%0.89%Q2 2013Q3 201716
StrongBox Wealth, LLC 16160.26%1.81%3.93%Q1 2020Q4 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.05%0.44%0.83%Q4 2019Q3 202316
Larson Financial Group LLC 16160.01%0.45%0.81%Q4 2019Q3 202316
Renaissance Technologies 710.00%0.00%0.01%Q4 2017Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
WEDBUSH SECURITIES INC 16160.04%0.11%0.23%Q4 2019Q3 202316
PATHSTONE FAMILY OFFICE, LLC 530.00%0.01%0.02%Q4 2013Q3 202316
ATLAS CAPITAL ADVISORS LLC 1110.01%0.02%0.05%Q1 2018Q3 202316
Clearshares LLC 1242.27%3.12%4.51%Q4 2017Q4 202116
FCG ADVISORS, LLC 16160.06%0.16%0.27%Q3 2016Q2 202016
Verde Capital Management 16165.24%8.87%12.88%Q4 2019Q3 202316
Adero Partners, LLC 16160.03%0.24%0.89%Q4 2019Q3 202316
S.A. Mason LLC 16160.15%0.34%0.54%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.05%0.15%0.20%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.29%0.99%2.62%Q4 2019Q3 202316
Integrated Investment Consultants, LLC 1510.00%0.12%0.40%Q1 2018Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.03%0.04%Q2 2013Q1 201716
Merriman Wealth Management, LLC 610.01%0.85%4.62%Q3 2015Q3 202316
Archer Investment Corp 16160.02%0.05%0.08%Q4 2019Q3 202316
ESL Trust Services, LLC 16160.68%2.59%16.29%Q4 2019Q3 202316
Partnervest Advisory Services LLC 830.00%0.37%0.79%Q4 2013Q2 201916
OLD MISSION CAPITAL LLC 510.02%0.16%0.81%Q2 2017Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.14%0.28%0.69%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.17%0.53%0.73%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1330.01%0.04%0.07%Q2 2019Q3 202316
WBH ADVISORY INC 880.06%0.12%0.28%Q4 2016Q4 202116
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.33%2.05%6.31%Q4 2018Q3 202316
Plante Moran Financial Advisors, LLC 1110.00%0.01%0.04%Q4 2015Q3 202316
Citadel Advisors 710.00%0.02%0.11%Q1 2017Q3 202316
SigFig Wealth Management, LLC 15150.06%0.30%0.44%Q1 2020Q3 202315
NICOLET ADVISORY SERVICES, LLC 15150.04%0.07%0.15%Q1 2019Q3 202215
MSI Financial Services Inc 15150.05%0.15%0.23%Q2 2013Q4 201615
Chicago Partners Investment Group LLC 1050.02%0.04%0.07%Q4 2014Q3 201815
Lion Street Advisors, LLC 1050.16%2.65%7.80%Q4 2019Q3 202315
Westside Investment Management, Inc. 1410.00%0.00%0.00%Q2 2019Q2 202315
Sensible Financial Planning & Management, LLC. 15150.17%4.43%6.98%Q4 2018Q2 202215
Valeo Financial Advisors, LLC 1210.00%0.01%0.02%Q4 2017Q2 202315
CWA Asset Management Group, LLC 1320.04%0.07%0.14%Q3 2017Q3 202315
J.W. COLE ADVISORS, INC. 1410.04%0.19%0.87%Q4 2019Q3 202315
Cedar Brook Financial Partners, LLC 15150.08%0.16%0.29%Q1 2020Q3 202315
Petix & Botte Co 1230.28%0.68%1.31%Q4 2019Q3 202315
LVW Advisors, LLC 15150.06%0.07%0.08%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 15150.01%0.18%0.31%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.06%0.09%0.15%Q1 2020Q3 202315
Krilogy Financial LLC 960.01%0.03%0.09%Q3 2016Q2 202215
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Platte River Wealth Advisors, LLC 1411.38%2.15%3.25%Q4 2019Q3 202315
MGO ONE SEVEN LLC 1210.00%0.25%1.61%Q4 2017Q3 202315
EP Wealth Advisors, LLC 15150.01%0.15%0.61%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15150.10%2.41%6.88%Q1 2020Q3 202315
Insight Folios Inc 15150.09%0.48%1.39%Q4 2019Q2 202315
AdvicePeriod, LLC 15150.83%1.28%1.66%Q4 2017Q2 202115
Lee Financial Group Hawaii, Inc. 1410.22%2.71%12.17%Q4 2017Q1 202215
Pacific Center for Financial Services 1050.01%0.28%2.87%Q4 2016Q2 202115
Regent Peak Wealth Advisors LLC 15150.07%0.30%0.62%Q4 2019Q2 202315
HHM Wealth Advisors, LLC 15150.01%0.12%0.26%Q1 2020Q3 202315
IBERIABANK CORP 15150.10%0.24%0.35%Q4 2016Q2 202015
M Holdings Securities, Inc. 1310.02%0.14%0.24%Q3 2014Q1 202215
Austin Private Wealth, LLC 1050.04%1.55%5.23%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.28%0.40%0.58%Q1 2020Q3 202315
Advisor Group, Inc. 15150.29%0.53%0.77%Q2 2016Q4 201915
HL FINANCIAL SERVICES LLC 15150.01%0.02%0.04%Q2 2013Q4 201615
MOTCO 910.00%0.01%0.05%Q2 2013Q3 202315
Mosaic Financial Partners, Inc. 14141.31%1.61%1.90%Q4 2014Q1 201814
Argentus Capital Management, LLC 14140.00%0.27%0.50%Q2 2013Q3 201614
Fortis Advisors, LLC 14140.00%3.38%7.64%Q4 2019Q1 202314
CVA Family Office, LLC 14140.01%0.02%0.04%Q1 2020Q2 202314
Venturi Wealth Management, LLC 1130.00%0.29%1.15%Q4 2015Q3 202314
WEATHERLY ASSET MANAGEMENT L. P. 14140.03%0.05%0.07%Q2 2019Q3 202214
SVA Wealth Management, LLC 820.02%0.05%0.14%Q4 2013Q1 201814
BANQUE PICTET & CIE SA 14140.00%0.01%0.01%Q2 2019Q3 202214
Rosenberg Matthew Hamilton 14140.00%0.47%6.31%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.02%0.04%Q2 2020Q3 202314
HERON FINANCIAL GROUP, LLC 1220.45%0.68%1.12%Q4 2019Q2 202314
StoneX Group Inc. 830.09%0.39%0.60%Q2 2017Q3 202314
AMG National Trust Bank 14140.01%0.02%0.03%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.49%0.59%0.76%Q1 2017Q2 202014
Pensionmark Financial Group, LLC 14140.13%0.16%0.21%Q2 2020Q3 202314
Sand Hill Global Advisors, LLC 14140.96%1.99%4.41%Q2 2020Q3 202314
Trilogy Capital Inc. 1310.01%0.17%0.65%Q1 2018Q3 202314
PERSONAL CFO SOLUTIONS, LLC 1220.00%0.12%0.83%Q3 2019Q1 202314
BROOKS, MOORE & ASSOCIATES, INC. 14140.16%0.32%0.44%Q4 2018Q1 202214
Eudaimonia Partners, LLC 860.05%0.28%0.97%Q4 2019Q3 202314
Sound Income Strategies, LLC 910.00%0.01%0.01%Q4 2017Q1 202314
Hurlow Wealth Management Group, Inc. 14141.18%1.43%1.63%Q2 2020Q3 202314
Chandler Asset Management, Inc. 14140.01%0.04%0.06%Q4 2017Q1 202114
COUNTRY TRUST BANK 14140.00%0.17%0.31%Q3 2020Q4 202314
Stokes Capital Advisors, LLC 14140.56%2.76%6.38%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 630.00%0.01%0.03%Q1 2019Q3 202314
Retirement Group, LLC 1210.00%0.00%0.01%Q4 2019Q3 202314
Legacy Capital Partners, Inc. 14140.19%0.47%0.60%Q2 2014Q3 201714
FAGAN ASSOCIATES, INC. 14140.31%0.46%0.75%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 1040.00%0.01%0.02%Q4 2019Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 1130.02%0.06%0.24%Q2 2017Q3 202314
TRUSTCORE FINANCIAL SERVICES, LLC 1030.01%0.04%0.06%Q2 2019Q4 202213
Enterprise Bank & Trust Co 13131.00%4.82%7.19%Q1 2019Q1 202213
tru Independence LLC 910.02%0.23%0.53%Q4 2019Q3 202313
Hanlon Investment Management, Inc. 13130.47%0.62%0.88%Q3 2020Q3 202313
Beacon Pointe Advisors, LLC 940.01%0.02%0.04%Q2 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q4 2017Q2 202313
Wiser Wealth Management, Inc 13134.05%4.40%4.84%Q4 2020Q4 202313
DOWLING & YAHNKE LLC 13130.02%0.03%0.04%Q3 2018Q3 202113
Pacifica Partners Inc. 13130.01%0.02%0.03%Q4 2020Q4 202313
Capital Advisory Group Advisory Services, LLC 1210.32%0.75%1.47%Q2 2020Q3 202313
First Bank & Trust 13130.01%0.01%0.02%Q2 2019Q2 202213
Elevated Capital Advisors, LLC 510.30%1.06%1.88%Q1 2019Q3 202313
Harfst & Associates, Inc. 1210.10%0.70%1.25%Q2 2015Q1 202113
FormulaFolio Investments, LLC 810.01%0.90%2.40%Q4 2014Q2 202113
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
Capital Investment Services of America, Inc. 13130.26%0.35%0.48%Q3 2020Q3 202313
EWG Elevate Inc. 13130.11%0.15%0.19%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.02%0.06%Q3 2020Q3 202313
Asset Dedication, LLC 510.00%0.01%0.10%Q4 2015Q3 202313
Prudent Man Advisors, LLC 13131.20%1.65%1.87%Q3 2020Q3 202313
BURNEY CO/ 520.01%0.31%1.48%Q3 2016Q2 202313
Windsor Wealth Management, Inc. 13130.05%0.08%0.12%Q3 2020Q3 202313
CPWM, LLC 720.02%0.06%0.09%Q2 2018Q3 202213
NAPLES GLOBAL ADVISORS, LLC 13130.07%0.19%0.27%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Barnett & Company, Inc. 760.01%1.37%5.27%Q1 2016Q4 202113
Key FInancial Inc 1210.00%0.01%0.06%Q1 2020Q3 202313
EisnerAmper Wealth Management Corporate Benefits, LLC 13130.10%1.62%1.98%Q3 2020Q3 202313
Ridgewood Investments LLC 13130.20%0.32%0.41%Q3 2020Q3 202313
Arden Trust Co 13130.05%0.13%0.45%Q2 2019Q2 202213
UMB Bank, n.a. 1210.01%0.01%0.03%Q3 2019Q3 202313
Lenox Wealth Management, Inc. 13130.26%0.39%0.64%Q2 2017Q2 202013
Truvestments Capital LLC 910.00%0.08%0.17%Q3 2018Q3 202313
CGN Advisors LLC 13130.07%0.16%0.25%Q4 2020Q4 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.06%0.09%0.16%Q4 2018Q4 202113
Kestra Advisory Services, LLC 13130.08%0.17%0.24%Q3 2020Q3 202313
Compass Advisory Group LLC 12120.18%0.30%0.69%Q4 2020Q3 202312
First PREMIER Bank 12120.00%0.03%0.06%Q1 2020Q4 202212
Vectors Research Management, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Mayflower Financial Advisors, LLC 12120.06%0.14%0.30%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.18%0.44%0.70%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 750.14%0.37%0.80%Q4 2019Q2 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.07%1.49%6.21%Q4 2020Q3 202312
CUTLER INVESTMENT COUNSEL LLC 12120.07%0.26%0.73%Q4 2020Q3 202312
Meridian Wealth Partners, LLC 12120.05%0.09%0.16%Q4 2019Q3 202212
Everhart Financial Group, Inc. 12120.21%0.85%2.80%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.76%1.25%3.22%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12127.88%8.59%9.68%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.12%0.99%2.41%Q4 2020Q3 202312
Miracle Mile Advisors, LLC 12120.05%0.13%0.26%Q2 2019Q1 202212
TriaGen Wealth Management LLC 12120.39%0.64%0.96%Q4 2020Q3 202312
Clearstead Advisors, LLC 810.00%0.01%0.07%Q3 2018Q3 202312
Secure Asset Management, LLC 1020.30%0.58%0.87%Q4 2019Q3 202312
Radnor Capital Management, LLC 510.08%0.15%0.21%Q4 2019Q3 202312
SADOFF INVESTMENT MANAGEMENT LLC 12120.06%0.09%0.15%Q4 2019Q3 202212
Outlook Wealth Advisors, LLC 930.21%0.68%1.23%Q1 2020Q3 202312
Concert Wealth Management Inc. 710.03%0.12%0.23%Q2 2013Q4 201612
Main Street Financial Solutions, LLC 12120.04%0.09%0.24%Q4 2020Q3 202312
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
COMERICA SECURITIES INC 1110.38%2.01%2.66%Q4 2014Q4 201812
Fullen Financial Group 121210.36%10.99%11.59%Q2 2020Q1 202312
Center For Asset Management LLC 12120.34%1.11%2.45%Q4 2020Q3 202312
Safir Wealth Advisors, LLC 12125.45%5.89%6.43%Q4 2020Q3 202312
Arkadios Wealth Advisors 12120.00%0.02%0.05%Q4 2019Q3 202212
Running Point Capital Advisors, LLC 12120.10%0.30%0.71%Q4 2020Q3 202312
Investors Research Corp 12120.01%0.02%0.03%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
F3Logic, LLC 12120.01%0.20%0.57%Q1 2018Q4 202012
Modera Wealth Management, LLC 12120.55%1.38%2.28%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.01%0.01%0.02%Q4 2018Q3 202112
LifePlan Financial Group, Inc 1110.02%0.05%0.22%Q4 2014Q3 202012
Veery Capital, LLC 12120.36%0.67%0.81%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.03%0.12%0.34%Q2 2013Q1 201612
WESTWOOD HOLDINGS GROUP INC 660.01%0.01%0.02%Q3 2020Q3 202312
PITTENGER & ANDERSON INC 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.11%0.18%0.25%Q4 2018Q3 202112
Red Wave Investments LLC 12121.91%2.18%2.64%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.15%0.76%1.30%Q4 2020Q3 202312
Bath Savings Trust Co 12120.03%0.04%0.05%Q4 2020Q3 202312
MATHER GROUP, LLC. 12120.01%0.56%3.22%Q4 2020Q3 202312
BOSTON FAMILY OFFICE LLC 12120.04%0.06%0.11%Q4 2020Q3 202312
HERITAGE INVESTORS MANAGEMENT CORP 630.01%0.02%0.03%Q2 2013Q4 201912
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
ARCADIA INVESTMENT MANAGEMENT CORP/MI 12120.01%0.10%0.19%Q4 2015Q3 201812
Live Your Vision, LLC 1110.02%0.02%0.04%Q3 2015Q1 201912
Cadent Capital Advisors, LLC 12120.48%1.13%2.60%Q4 2020Q3 202312
Cerity Partners LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
Echo Wealth Management, LLC 12121.57%8.72%14.37%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.75%0.95%1.19%Q4 2020Q3 202312
North Star Investment Management Corp. 12120.01%0.01%0.02%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.10%0.21%0.30%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.06%5.21%11.10%Q4 2020Q3 202312
Stanley-Laman Group, Ltd. 12120.03%0.05%0.06%Q4 2020Q3 202312
PEDDOCK CAPITAL ADVISORS, LLC 930.02%1.61%2.60%Q4 2014Q4 201712
COLDSTREAM CAPITAL MANAGEMENT INC 520.02%0.04%0.09%Q2 2013Q3 202311
IFG Advisors, LLC 11110.12%0.55%0.92%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.02%0.03%Q4 2020Q3 202311
Golden State Wealth Management, LLC 710.12%0.21%0.34%Q1 2019Q1 202211
Taylor, Cottrill LLC 11110.14%0.17%0.19%Q2 2013Q4 201511
Disciplined Investments, LLC 11110.01%0.03%0.06%Q4 2019Q2 202211
Winthrop Advisory Group LLC 11110.14%0.26%0.38%Q4 2019Q2 202211
Squar Milner Financial Services LLC 11110.00%0.08%0.25%Q4 2017Q2 202011
SOUNDMARK WEALTH MANAGEMENT, LLC 920.73%2.06%4.76%Q4 2020Q3 202311
MBA Advisors LLC 11111.29%3.64%5.30%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Successful Portfolios LLC 610.21%0.33%0.51%Q4 2017Q3 202311
Vista Private Wealth Partners. LLC 1010.42%0.56%0.83%Q4 2020Q3 202311
Capstone Triton Financial Group, LLC 740.67%0.99%1.44%Q4 2020Q3 202311
Qube Research & Technologies Ltd 610.00%0.50%1.93%Q4 2019Q3 202311
Ameritas Investment Company, LLC 11110.09%0.45%1.67%Q1 2019Q3 202111
Western Wealth Management, LLC 830.02%0.12%0.22%Q2 2020Q3 202311
Beaumont Financial Partners, LLC 11110.01%0.03%0.04%Q2 2014Q4 201611
Alpha Omega Wealth Management LLC 11110.01%0.02%0.02%Q4 2016Q2 201911
Spire Wealth Management 11110.01%0.04%0.07%Q1 2021Q3 202311
Strategic Wealth Partners, Ltd. 810.00%0.20%0.65%Q4 2017Q1 202311
Baystate Wealth Management LLC 1010.00%0.00%0.00%Q1 2020Q3 202311
ForthRight Wealth Management, LLC 11114.27%7.10%10.97%Q1 2021Q3 202311
TRUE Private Wealth Advisors 510.01%0.17%0.67%Q2 2018Q3 202311
ATTICUS WEALTH MANAGEMENT, LLC 11110.02%0.09%0.18%Q4 2020Q2 202311
FINANCIAL LIFE ADVISORS 920.11%2.01%5.05%Q4 2017Q3 202211
TrueWealth Advisors, LLC 11110.12%0.20%0.33%Q1 2021Q3 202311
Laurel Wealth Advisors LLC 1010.01%0.04%0.05%Q2 2019Q3 202311
Mechanics Bank Trust Department 810.04%0.06%0.07%Q3 2016Q3 202011
Acorn Wealth Advisors, LLC 830.02%0.28%0.46%Q4 2017Q3 202211
Foothills Asset Management, Ltd. 11110.39%2.04%2.66%Q2 2014Q4 201611
Financial Engines Advisors L.L.C. 830.00%0.03%0.12%Q4 2020Q3 202311
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.01%0.01%0.02%Q2 2021Q3 202310
Alamar Capital Management, LLC 910.15%0.31%0.47%Q4 2020Q3 202310
BANK HAPOALIM BM 10100.10%0.18%0.24%Q4 2015Q1 201810
HARBOUR INVESTMENTS, INC. 640.03%0.15%0.94%Q1 2021Q3 202310
Aveo Capital Partners, LLC 910.04%0.28%0.55%Q4 2016Q3 202310
3D/L Capital Management, LLC 10100.08%0.13%0.17%Q1 2021Q2 202310
CITIZENS FINANCIAL GROUP INC/RI 310.00%0.01%0.06%Q2 2018Q3 202310
BRYN MAWR TRUST Co 710.01%0.03%0.04%Q2 2015Q1 202010
Strategic Blueprint, LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
Blue Barn Wealth, LLC 10100.74%1.33%2.38%Q2 2021Q3 202310
Burleson & Company, LLC 10100.71%0.89%1.21%Q3 2020Q4 202210
ACG Wealth 710.01%0.04%0.06%Q2 2017Q2 202210
NICOLET BANKSHARES INC 510.10%0.18%0.32%Q3 2017Q4 202110
JAMES INVESTMENT RESEARCH INC 910.00%0.00%0.00%Q4 2013Q3 202110
SEI INVESTMENTS CO 810.00%0.00%0.00%Q4 2014Q2 201810
Avantax Planning Partners, Inc. 410.01%0.03%0.05%Q4 2016Q3 202310
MONTAG A & ASSOCIATES INC 10100.00%0.00%0.00%Q1 2021Q2 202310
Thomasville National Bank 10100.03%0.09%0.11%Q2 2021Q3 202310
PHH Investments, Ltd. 10100.17%0.59%1.09%Q3 2017Q4 201910
TWO SIGMA SECURITIES, LLC 310.00%0.03%0.15%Q4 2016Q3 202310
Carl P. Sherr & Co., LLC 10100.14%0.27%0.43%Q4 2019Q1 202210
Apella Capital, LLC 730.12%0.24%0.42%Q2 2021Q4 202310
9258 Wealth Management, LLC 10100.08%0.13%0.21%Q2 2021Q3 202310
Legacy Advisors, LLC 820.00%0.04%0.06%Q4 2016Q2 201910
CAROLINAS WEALTH CONSULTING LLC 550.03%1.04%5.84%Q1 2020Q3 202310
CNB Bank 730.01%0.01%0.02%Q4 2017Q4 202210
Accel Wealth Management 10100.00%0.01%0.03%Q4 2020Q1 202310
CLEAR STREET MARKETS LLC 210.00%1.14%6.11%Q1 2015Q3 202310
Avidian Wealth Solutions, LLC 510.01%1.46%5.06%Q2 2016Q3 202310
Ken Stern & Associates, Inc. 10103.58%6.26%10.78%Q4 2015Q1 201810
HIGH POINT BANK & TRUST CO 820.01%0.90%5.53%Q2 2013Q4 201610
Wealthspire Advisors, L.P. 10100.00%0.00%0.00%Q4 2016Q1 201910
Bank of New Hampshire 10100.14%0.16%0.18%Q2 2021Q3 202310
H&H Retirement Design & Management INC 430.20%1.88%3.80%Q1 2020Q4 202210
Schneider Downs Wealth Management Advisors, LP 10100.16%0.20%0.21%Q1 2016Q2 201810
Mariner, LLC 910.01%0.18%0.29%Q2 2019Q3 202310
Newbridge Financial Services Group, Inc. 10100.00%0.02%0.04%Q2 2021Q3 202310
Schiavi & Co LLC 10100.78%3.66%6.76%Q2 2021Q3 202310
Loveless Wealth Management LLC 910.25%1.60%2.25%Q4 2019Q2 202210
Private Wealth Strategies, L.L.C. 10101.27%1.44%1.72%Q1 2020Q2 202210
Sunflower Bank, N.A. 10100.08%1.55%4.46%Q2 2020Q3 202210
Concord Wealth Partners 640.00%0.00%0.00%Q1 2021Q3 202310
MANAGED ACCOUNT ADVISORS LLC 990.06%0.38%0.99%Q2 2013Q2 20159
American Money Management, LLC 990.30%0.44%0.62%Q3 2021Q3 20239
Journey Advisory Group, LLC 990.09%0.33%0.46%Q4 2020Q4 20229
Capital Advisors, Ltd. LLC 810.01%0.12%0.36%Q4 2013Q3 20239
Acropolis Investment Management, LLC 810.01%0.02%0.03%Q1 2018Q2 20229
Pointe Capital Management LLC 810.01%0.56%1.48%Q3 2016Q1 20239
Ausdal Financial Partners, Inc. 630.03%0.07%0.13%Q4 2015Q4 20219
FLAGSTAR ADVISORS INC 990.18%0.28%0.33%Q3 2021Q3 20239
Homrich & Berg 510.01%0.03%0.06%Q2 2013Q3 20219
DIMENSION CAPITAL MANAGEMENT LLC 610.04%0.05%0.08%Q3 2020Q2 20239
Milestone Advisory Partners 990.17%5.33%12.29%Q2 2020Q2 20229
Premise Capital, LLC 990.12%1.38%6.30%Q4 2015Q4 20179
Ellevest, Inc. 990.00%0.01%0.09%Q1 2020Q1 20229
Strategic Financial Services, Inc, 810.15%0.26%0.37%Q2 2016Q1 20229
Domani Wealth, LLC 540.05%0.18%0.40%Q1 2018Q1 20219
Chesley Taft & Associates LLC 990.05%0.06%0.06%Q4 2015Q4 20179
Cedar Mountain Advisors, LLC 810.00%0.00%0.01%Q4 2019Q3 20239
FDx Advisors, Inc. 610.01%0.20%0.43%Q4 2014Q2 20199
WRAPMANAGER INC 991.46%1.77%2.23%Q4 2015Q4 20179
Clear Perspective Advisors, LLC 720.03%0.13%0.22%Q4 2016Q3 20199
Meridian Wealth Management, LLC 810.01%0.05%0.08%Q2 2019Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.05%Q3 2021Q3 20239
Legacy Private Trust Co. 810.03%0.04%0.08%Q2 2013Q1 20169
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.01%Q2 2019Q3 20239
Stuart Chaussee & Associates, Inc. 720.00%7.66%38.84%Q1 2017Q4 20199
Foundations Investment Advisors, LLC 710.01%0.45%3.88%Q2 2020Q3 20239
Fermata Advisors, LLC 810.97%1.54%2.07%Q2 2021Q3 20239
Wolff Financial Management LLC 540.13%0.18%0.23%Q1 2020Q3 20229
BancFirst Trust & Investment Management 991.08%1.49%1.82%Q4 2021Q4 20239
EAGLE GLOBAL ADVISORS LLC 990.17%0.26%0.35%Q3 2020Q3 20229
GIRARD PARTNERS LTD. 990.12%0.56%0.97%Q4 2016Q4 20189
GSB Wealth Management, LLC 810.10%0.20%0.24%Q2 2021Q3 20239
Keudell/Morrison Wealth Management 330.14%7.79%12.82%Q3 2020Q3 20239
Bangor Savings Bank 630.00%0.03%0.09%Q3 2017Q3 20239
AEGON USA Investment Management, LLC 990.40%2.30%6.46%Q2 2013Q2 20159
RWA WEALTH PARTNERS, LLC 720.02%0.39%1.60%Q4 2020Q3 20239
Bromfield Sneider Wealth Advisors 990.33%1.86%3.61%Q4 2021Q4 20239
Jackson, Grant Investment Advisers, Inc. 540.02%0.03%0.04%Q4 2020Q1 20239
Windsor Financial Group, LLC 990.10%0.13%0.15%Q2 2015Q2 20179
55I, LLC 990.02%0.10%0.29%Q1 2020Q1 20229
Peninsula Wealth, LLC 810.10%0.16%0.32%Q3 2020Q3 20239
Portfolio Strategies Inc 540.01%0.68%1.79%Q4 2013Q4 20179
Leo H. Evart, Inc. 887.16%8.24%8.86%Q4 2021Q3 20238
Austin Asset Management Co Inc 882.39%2.78%3.07%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.55%0.67%0.78%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.14%0.22%0.34%Q4 2021Q3 20238
Sheaff Brock Investment Advisors, LLC 710.02%0.03%0.04%Q2 2016Q1 20198
PROFESSIONAL PLANNING 880.50%3.27%7.73%Q4 2019Q3 20218
Axiom Financial Strategies, LLC 884.66%5.87%7.12%Q1 2020Q4 20218
Prosperity Consulting Group, LLC 880.10%0.19%0.24%Q4 2021Q3 20238
Grove Bank & Trust 710.00%0.01%0.02%Q4 2015Q1 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.03%0.06%0.16%Q2 2016Q1 20188
TOMPKINS FINANCIAL CORP 620.00%0.00%0.00%Q4 2020Q4 20228
Yellowstone Partners, LLC 620.11%0.48%0.84%Q2 2015Q4 20178
FIRST FOUNDATION ADVISORS 880.01%0.01%0.01%Q1 2020Q4 20218
Castle Rock Wealth Management, LLC 530.31%0.81%1.43%Q4 2017Q1 20218
Ameritas Advisory Services, LLC 880.05%0.16%0.75%Q4 2021Q3 20238
Polaris Wealth Advisory Group, LLC 530.00%1.52%4.44%Q1 2016Q3 20188
Prime Capital Investment Advisors, LLC 510.01%0.05%0.16%Q4 2017Q3 20238
Boltwood Capital Management 880.13%0.22%0.32%Q4 2015Q3 20178
BENJAMIN EDWARDS INC 880.01%0.03%0.04%Q4 2021Q3 20238
Madden Advisory Services, Inc. 510.00%0.00%0.01%Q4 2013Q1 20178
Wealth Architects, LLC 880.04%0.05%0.06%Q3 2020Q2 20228
FULTON BREAKEFIELD BROENNIMAN LLC 880.03%0.04%0.04%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.17%0.18%0.20%Q4 2021Q3 20238
Jackson Wealth Management, LLC 881.79%2.24%2.77%Q4 2014Q3 20168
South Shore Capital Advisors 880.38%0.56%0.70%Q4 2020Q3 20228
BLUESTEM FINANCIAL ADVISORS, LLC 620.15%0.21%0.41%Q4 2019Q1 20228
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
Silver Oak Advisory Group, Inc. 881.85%2.47%3.32%Q4 2021Q3 20238
Stone Toro Investment Advisers, LP 880.63%2.11%7.74%Q2 2013Q1 20158
Ascent Group, LLC 880.22%0.23%0.24%Q4 2021Q3 20238
MKT Advisors LLC 880.17%0.21%0.27%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 880.32%1.47%2.64%Q4 2019Q3 20218
OLIO Financial Planning 888.01%9.98%11.46%Q4 2021Q3 20238
DIVIDEND ASSETS CAPITAL, LLC 880.02%0.02%0.02%Q2 2019Q1 20218
CAPITAL PERFORMANCE ADVISORS LLP 880.84%0.89%0.94%Q4 2021Q3 20238
Private Ocean, LLC 880.01%0.11%0.67%Q4 2018Q3 20208
Security Financial Services, INC. 880.15%0.20%0.30%Q4 2021Q3 20238
FIRST NATIONAL BANK OF OMAHA 530.02%0.04%0.05%Q2 2013Q2 20238
STUDIO INVESTMENT MANAGEMENT LLC 880.26%0.84%1.66%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.51%0.65%0.91%Q4 2021Q3 20238
Symmetry Partners, LLC 710.04%0.07%0.13%Q1 2018Q1 20208
MONEY CONCEPTS CAPITAL CORP 620.01%0.04%0.11%Q4 2020Q1 20238
Proficio Capital Partners LLC 880.04%0.09%0.13%Q2 2016Q1 20188
Klingman & Associates, LLC 880.00%0.07%0.09%Q4 2014Q3 20168
MATTERN CAPITAL MANAGEMENT, LLC 880.53%0.82%1.10%Q1 2021Q4 20228
PARAMETRIC PORTFOLIO ASSOCIATES LLC 710.00%0.00%0.00%Q2 2013Q4 20168
Charter Oak Capital Management, LLC 880.04%0.11%0.18%Q4 2020Q3 20228
Vestmark Advisory Solutions, Inc. 320.01%0.04%0.08%Q1 2019Q1 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 880.35%0.55%0.81%Q4 2021Q3 20238
TrueWealth Financial Partners 885.02%5.51%5.78%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Evolution Advisers, Inc. 883.35%3.43%3.56%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.02%0.04%Q4 2019Q3 20218
American Trust 880.02%4.84%6.46%Q4 2021Q3 20238
Kowal Investment Group, LLC 710.06%0.08%0.11%Q4 2020Q1 20238
HBW ADVISORY SERVICES LLC 320.05%0.17%0.68%Q3 2020Q3 20238
Paulson Wealth Management Inc. 440.76%2.38%4.83%Q4 2017Q3 20218
Fiduciary Wealth Partners, LLC 880.20%0.26%0.34%Q4 2015Q3 20178
GREENUP STREET WEALTH MANAGEMENT LLC 880.74%1.33%1.80%Q4 2021Q3 20238
D. SCOTT NEAL, INC. 880.02%0.07%0.14%Q4 2015Q3 20178
DBK Financial Counsel, LLC 882.41%4.21%5.99%Q4 2021Q3 20238
Darrow Company, Inc. 888.48%9.66%10.12%Q4 2021Q3 20238
Morningstar Investment Services LLC 320.00%0.01%0.01%Q3 2017Q3 20208
CAHILL FINANCIAL ADVISORS INC 710.02%0.96%1.57%Q1 2016Q3 20218
Blooom, Inc. 884.87%7.39%12.40%Q4 2020Q3 20228
Santori & Peters, Inc. 710.11%0.24%0.37%Q4 2017Q3 20238
EverSource Wealth Advisors, LLC 880.18%0.36%0.50%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Brewster Financial Planning LLC 8812.39%13.25%14.24%Q4 2021Q3 20238
Neumann Capital Management, LLC 530.13%2.37%4.34%Q2 2020Q3 20238
Walker Asset Management, LLC 880.18%0.21%0.24%Q1 2022Q4 20238
MKD WEALTH COACHES, LLC 880.32%0.52%0.84%Q4 2018Q3 20208
Intergy Private Wealth, LLC 882.12%2.52%3.29%Q4 2021Q3 20238
Level Financial Advisors 880.10%0.13%0.17%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.01%0.10%0.31%Q3 2013Q2 20178
PRENTISS SMITH & CO INC 880.01%0.01%0.01%Q4 2016Q3 20188
City State Bank 880.00%0.43%1.14%Q4 2021Q3 20238
Stephens Consulting, LLC 880.18%0.55%1.09%Q4 2021Q3 20238
Selective Wealth Management, Inc. 610.00%0.01%0.02%Q2 2020Q3 20228
FourThought Financial, LLC 880.09%0.11%0.13%Q4 2020Q3 20228
Guardian Wealth Management, Inc. 880.17%0.20%0.28%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
SCHWARTZ INVESTMENT COUNSEL INC 880.02%0.02%0.03%Q2 2013Q1 20158
Benedetti & Gucer, Inc. 770.23%0.80%2.75%Q4 2021Q2 20237
Paragon Wealth Strategies, LLC 773.00%4.20%9.38%Q2 2020Q4 20217
Allegis Investment Advisors, LLC 770.15%0.20%0.32%Q3 2016Q1 20187
PagnatoKarp Partners LLC 520.23%0.33%0.62%Q4 2016Q3 20187
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.03%0.05%Q1 2022Q3 20237
IBEX WEALTH ADVISORS 410.01%0.56%2.10%Q3 2016Q3 20217
Raab & Moskowitz Asset Management LLC 610.01%0.09%0.11%Q2 2017Q4 20197
Essex Private Wealth Management, LLC 770.52%1.50%2.28%Q2 2020Q4 20217
Sage Financial Management Group, Inc. 618.79%10.25%12.12%Q4 2021Q3 20237
Investments & Financial Planning, LLC 431.70%2.10%2.53%Q4 2021Q3 20237
Graves Light Lenhart Wealth, Inc. 770.02%0.04%0.04%Q4 2020Q2 20227
Prostatis Group LLC 410.13%2.65%6.30%Q4 2020Q2 20237
Ziegler Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Horan Securities, Inc. 410.00%0.01%0.03%Q3 2016Q2 20237
MinichMacGregor Wealth Management, LLC 770.00%0.01%0.01%Q1 2017Q3 20187
Integrated Wealth Management 770.03%0.03%0.03%Q1 2015Q3 20167
Aries Wealth Management 770.24%0.41%0.59%Q2 2020Q4 20217
WEBSTERROGERS FINANCIAL ADVISORS, LLC 770.17%4.23%9.31%Q1 2022Q3 20237
Financial Connections Group, Inc. 770.03%0.03%0.04%Q4 2021Q2 20237
Pinnacle Summer Investments, Inc. 770.32%1.17%2.22%Q2 2014Q4 20157
ALLIANCEBERNSTEIN L.P. 610.00%0.01%0.01%Q2 2014Q3 20167
Dominick & Dominick LLC 770.57%0.82%0.94%Q2 2013Q4 20147
Investors Capital Advisory Services 430.04%0.05%0.08%Q2 2013Q2 20167
Summit Wealth Group, LLC 520.23%2.69%4.02%Q4 2019Q2 20237
Verition Fund Management LLC 410.02%0.20%0.54%Q1 2018Q1 20217
Private Harbour Investment Management & Counsel, LLC 770.97%3.49%4.40%Q2 2016Q4 20177
Zhang Financial LLC 770.04%0.05%0.08%Q1 2022Q3 20237
Pasadena Private Wealth, LLC 610.21%0.69%2.07%Q2 2021Q2 20237
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.01%Q1 2021Q2 20237
Cahill Wealth Management, LLC 771.39%2.68%4.33%Q1 2022Q3 20237
BAIRD ROBERT W & CO INC /WI/ 770.01%0.01%0.01%Q3 2013Q1 20157
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.23%0.65%1.04%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.03%0.04%0.06%Q2 2020Q4 20217
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.14%0.18%0.23%Q1 2022Q3 20237
Compass Ion Advisors, LLC 775.34%13.00%29.49%Q3 2020Q1 20227
Raleigh Capital Management Inc. 770.08%0.10%0.14%Q1 2022Q3 20237
TCF National Bank 770.03%0.05%0.07%Q3 2019Q1 20217
PLANNING DIRECTIONS INC 430.19%0.55%1.11%Q1 2018Q1 20227
Iron Horse Wealth Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Placemark Investments, Inc. 770.03%0.07%0.10%Q2 2013Q4 20147
US FINANCIAL ADVISORS, LLC 520.02%0.53%1.00%Q2 2015Q1 20217
Friedenthal Financial 410.12%1.56%3.77%Q2 2019Q2 20227
Center for Financial Planning, Inc. 770.06%0.07%0.09%Q1 2022Q3 20237
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
FOSTER & MOTLEY INC 770.03%0.04%0.04%Q2 2019Q4 20207
Bluefin Trading, LLC 210.11%0.49%0.87%Q2 2013Q2 20177
Houlihan Financial Resource Group, Ltd. 311.38%1.87%2.31%Q4 2019Q3 20237
UNITED BANK, INC. 770.87%0.96%1.04%Q1 2016Q3 20177
Measured Wealth Private Client Group, LLC 611.74%4.56%6.33%Q3 2017Q3 20197
ACCURATE INVESTMENT SOLUTIONS, INC. 610.00%0.07%0.42%Q4 2015Q3 20187
FORVIS Wealth Advisors, LLC 610.02%0.04%0.07%Q1 2015Q3 20237
Realta Investment Advisors 320.00%0.00%0.01%Q2 2019Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Asset Allocation & Management Company, LLC 770.30%0.42%0.55%Q4 2019Q2 20217
Provident Wealth Management, LLC 771.06%1.29%1.72%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.05%0.12%0.17%Q1 2022Q3 20237
Warwick Investment Management, Inc. 430.90%1.22%1.54%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.29%0.36%0.41%Q1 2022Q3 20237
Arkos Global Advisors 770.06%0.08%0.11%Q2 2020Q4 20217
20/20 Capital Management, Inc. 770.12%0.27%0.40%Q4 2019Q2 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.07%0.10%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.01%0.01%0.01%Q2 2013Q4 20147
SOUTH GEORGIA CAPITAL, LLC 610.01%0.01%0.02%Q4 2013Q3 20157
Tyler-Stone Wealth Management 520.03%0.03%0.04%Q4 2021Q3 20237
FIRST HAWAIIAN BANK 310.00%0.05%0.14%Q3 2018Q3 20237
ICA Group Wealth Management, LLC 770.03%0.12%0.18%Q1 2022Q3 20237
Capital Directions Investment Advisors, LLC 210.01%0.01%0.03%Q2 2017Q4 20226
TimeScale Financial, Inc. 420.00%0.07%0.20%Q2 2019Q2 20236
Leeward Financial Partners, LLC 420.17%1.16%1.60%Q4 2021Q3 20236
Greenwich Wealth Management LLC 510.02%0.03%0.04%Q3 2021Q3 20236
Lansing Street Advisors 660.04%0.06%0.10%Q1 2022Q2 20236
Kelman-Lazarov, Inc. 661.26%2.85%6.87%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.02%0.02%0.04%Q2 2013Q3 20146
Aevitas Wealth Management, Inc. 660.02%0.02%0.02%Q4 2017Q1 20196
Hoese & Co LLP 660.02%0.02%0.02%Q2 2021Q3 20226
Tortoise Investment Management, LLC 660.01%0.01%0.01%Q1 2017Q2 20186
CAPE COD FIVE CENTS SAVINGS BANK 662.94%3.59%3.92%Q2 2022Q3 20236
MORRIS FINANCIAL CONCEPTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Berger Financial Group, Inc 660.03%0.07%0.09%Q4 2020Q1 20226
Redwood Financial Network Corp 660.20%0.29%0.33%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.03%0.05%0.06%Q2 2022Q3 20236
Boyd Wealth Management, LLC 660.29%0.39%0.55%Q2 2022Q3 20236
Hill Investment Group Partners, LLC 660.12%0.17%0.22%Q2 2022Q3 20236
Merit Financial Group, LLC 661.54%2.02%2.31%Q2 2022Q3 20236
Hills Bank & Trust Co 660.02%0.02%0.02%Q1 2021Q2 20226
AlphaMark Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Beaird Harris Wealth Management, LLC 510.00%0.11%0.49%Q4 2021Q3 20236
Insight Wealth Partners, LLC 660.26%7.18%16.09%Q1 2022Q2 20236
Parisi Gray Wealth Management 510.01%0.01%0.06%Q1 2018Q2 20216
Enterprise Trust & Investment Co 660.00%0.00%0.00%Q2 2019Q3 20206
NewFocus Financial Group, LLC 660.23%0.27%0.33%Q3 2016Q4 20176
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
GeoWealth Management, LLC 210.00%0.21%1.26%Q3 2019Q3 20236
WHITENER CAPITAL MANAGEMENT, INC. 510.01%0.01%0.03%Q1 2018Q3 20196
LAKE STREET PRIVATE WEALTH, LLC 660.06%0.07%0.09%Q4 2020Q1 20226
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Anson Capital, Inc. 660.72%1.03%1.63%Q4 2021Q1 20236
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.01%Q4 2019Q3 20236
Tranquilli Financial Advisor LLC 510.39%0.94%2.35%Q4 2020Q2 20236
Essex Savings Bank 310.06%0.10%0.12%Q4 2018Q2 20236
Waverly Advisors, LLC 660.04%0.07%0.13%Q2 2022Q3 20236
Insight Advisors, LLC/ PA 660.10%0.14%0.19%Q4 2020Q1 20226
Madrona Financial Services, LLC 420.24%0.64%0.88%Q1 2016Q3 20236
Francis Financial, Inc. 660.31%5.38%11.87%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.02%0.09%0.15%Q3 2016Q3 20216
Platform Technology Partners 661.27%1.57%1.96%Q2 2022Q3 20236
Dakota Wealth Management 510.04%0.11%0.20%Q4 2020Q3 20236
Cooper Financial Group 660.22%0.32%0.43%Q2 2022Q3 20236
KLS Professional Advisors Group, LLC 660.25%0.54%0.84%Q1 2018Q2 20196
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 660.06%0.07%0.07%Q1 2014Q2 20156
ALESCO ADVISORS LLC 410.02%0.03%0.05%Q4 2015Q3 20236
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Forum Private Client Group LLC 660.19%0.30%0.48%Q1 2022Q2 20236
Sterling Investment Advisors, Ltd. 420.00%0.01%0.01%Q2 2019Q4 20216
WASHBURN CAPITAL MANAGEMENT, INC. 661.84%2.69%3.33%Q4 2019Q1 20216
Cutler Group LLC / CA 210.00%0.00%0.01%Q1 2016Q3 20236
KMS FINANCIAL SERVICES, INC 660.22%0.51%1.00%Q2 2013Q3 20146
FIRST INTERSTATE BANK 330.00%0.02%0.07%Q3 2015Q4 20196
Jackson Hole Capital Partners, LLC 510.01%0.01%0.01%Q1 2022Q3 20236
One Capital Management, LLC 310.00%0.30%1.22%Q3 2014Q2 20236
Householder Group Estate & Retirement Specialist, LLC 410.10%0.14%0.16%Q4 2021Q3 20236
Jaffetilchin Investment Partners, LLC 660.02%0.11%0.47%Q2 2022Q3 20236
GODSEY & GIBB, INC 420.00%0.01%0.02%Q4 2021Q3 20236
UBS AG 660.04%0.04%0.05%Q2 2013Q3 20146
Galvin, Gaustad & Stein, LLC 660.04%0.50%0.79%Q2 2022Q3 20236
Professional Financial Advisors, LLC 410.10%1.30%2.21%Q4 2019Q3 20236
Stifel Trust Company, N.A. 660.01%0.01%0.02%Q2 2013Q3 20146
TCWP LLC 660.33%0.50%0.64%Q1 2022Q2 20236
Capital Group Private Client Services, Inc. 420.01%0.01%0.01%Q3 2021Q1 20236
Ten Capital Wealth Advisors, LLC 410.00%0.98%2.68%Q3 2020Q1 20236
Parasol Investment Management, LLC 660.00%0.00%0.00%Q4 2013Q1 20156
VANCE WEALTH, INC. 420.13%0.30%0.52%Q4 2021Q3 20236
Graypoint LLC 660.11%0.30%0.54%Q3 2020Q4 20216
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 660.01%0.02%0.02%Q4 2020Q1 20226
KRAFT ASSET MANAGEMENT, LLC 660.40%0.46%0.51%Q2 2022Q3 20236
WBI INVESTMENTS, LLC 660.21%2.11%3.71%Q1 2015Q2 20166
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.05%0.06%0.07%Q3 2020Q4 20216
Hardy Reed LLC 660.14%0.16%0.17%Q2 2022Q3 20236
Private Portfolio Partners LLC 660.05%0.10%0.15%Q3 2020Q4 20216
Hayden Royal, LLC 660.20%0.23%0.32%Q2 2019Q3 20206
RDA Financial Network 660.10%0.10%0.12%Q3 2019Q4 20206
Lebenthal Global Advisors, LLC 510.00%0.08%0.12%Q4 2020Q3 20236
QUADRANT CAPITAL GROUP LLC 660.20%0.33%0.43%Q2 2022Q3 20236
United Asset Strategies, Inc. 320.11%0.22%0.46%Q2 2016Q3 20175
EXCHANGE TRADED CONCEPTS, LLC 310.06%0.87%2.79%Q3 2021Q4 20235
PARK NATIONAL CORP /OH/ 550.06%0.15%0.29%Q4 2022Q4 20235
Stokes Family Office, LLC 410.05%0.06%0.06%Q1 2022Q2 20235
LifePro Asset Management 310.08%0.21%0.36%Q4 2020Q3 20235
Capital Bank & Trust Co 410.00%0.01%0.01%Q1 2020Q2 20215
Advocacy Wealth Management Services, LLC 320.17%0.71%1.57%Q2 2013Q3 20165
WMS Partners, LLC 550.06%0.12%0.15%Q2 2020Q2 20215
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
RGT Wealth Advisors, LLC 320.00%0.08%0.18%Q3 2016Q3 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.11%0.12%0.12%Q3 2015Q3 20165
Strategic Asset Management, LLC 550.05%0.05%0.06%Q3 2021Q3 20225
Wescott Financial Advisory Group, LLC 550.15%0.81%1.10%Q3 2022Q3 20235
PIN OAK INVESTMENT ADVISORS INC 550.02%0.03%0.03%Q4 2017Q4 20185
WEST CHESTER CAPITAL ADVISORS, INC 310.03%0.44%0.88%Q2 2014Q3 20165
AMI INVESTMENT MANAGEMENT INC 550.35%1.35%4.36%Q4 2014Q4 20155
Trust Co 550.03%0.04%0.04%Q4 2015Q4 20165
Paracle Advisors, LLC 550.08%0.10%0.13%Q1 2020Q1 20215
Csenge Advisory Group 310.02%0.19%0.47%Q4 2017Q1 20225
JT Stratford LLC 410.07%0.14%0.32%Q2 2021Q3 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 550.01%0.01%0.01%Q3 2022Q3 20235
Crestwood Advisors Group, LLC 410.00%0.01%0.01%Q1 2017Q4 20215
HC FINANCIAL ADVISORS INC 550.00%0.00%0.00%Q2 2021Q2 20225
FIRST HORIZON CORP 410.26%0.27%0.29%Q2 2013Q2 20215
One Wealth Advisors, LLC 410.07%0.14%0.19%Q1 2022Q3 20235
CABANA LLC 310.26%4.48%8.56%Q2 2020Q2 20235
Apollon Wealth Management, LLC 550.06%0.11%0.20%Q2 2020Q2 20215
PAX Financial Group, LLC 550.54%0.57%0.62%Q3 2022Q3 20235
REGENTATLANTIC CAPITAL LLC 410.02%0.03%0.04%Q1 2017Q3 20185
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.05%0.18%0.33%Q4 2021Q3 20235
Signify Wealth 554.52%10.24%13.37%Q3 2022Q3 20235
First Financial Bank - Trust Division 550.04%0.04%0.04%Q4 2022Q4 20235
DT Investment Partners, LLC 550.05%0.05%0.07%Q1 2021Q1 20225
Hilltop Holdings Inc. 550.02%0.04%0.06%Q1 2021Q1 20225
DB Wealth Management Group, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
BALDWIN BROTHERS LLC/MA 550.01%0.01%0.02%Q2 2021Q2 20225
Apriem Advisors 550.00%0.00%0.01%Q1 2016Q1 20175
Financial Sense Advisors, Inc. 550.31%0.49%0.74%Q3 2019Q3 20205
BARRETT & COMPANY, INC. 550.27%0.29%0.30%Q3 2022Q3 20235
RS CRUM INC. 550.43%0.52%0.58%Q3 2022Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.21%1.00%3.97%Q4 2020Q4 20215
Amplius Wealth Advisors, LLC 410.03%1.50%2.20%Q4 2021Q3 20235
SVB Investment Services Inc. 550.12%0.18%0.26%Q4 2019Q4 20205
CHOREO, LLC 550.03%0.03%0.04%Q1 2017Q1 20185
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 410.00%0.01%0.01%Q2 2013Q1 20185
CMC Financial Group 550.54%8.54%27.54%Q4 2018Q4 20195
Morningstar Investment Management LLC 550.80%2.97%6.20%Q4 2018Q4 20195
Brand Asset Management Group, Inc. 310.03%0.14%0.29%Q2 2020Q1 20225
Karp Capital Management Corp 410.00%0.21%0.34%Q2 2016Q4 20185
Strategic Wealth Investment Group, LLC 550.12%2.64%12.35%Q4 2019Q4 20205
Milliman Financial Risk Management LLC 551.05%1.15%1.32%Q4 2015Q4 20165
First Allied Asset Management, Inc. 320.03%0.95%1.86%Q2 2013Q3 20145
Advisory Alpha, LLC 550.16%0.19%0.21%Q3 2022Q3 20235
Heritage Trust Co 410.05%0.07%0.09%Q1 2017Q4 20185
KELLEHER FINANCIAL ADVISORS 550.10%0.12%0.14%Q1 2021Q1 20225
CoreCap Advisors, LLC 550.21%0.26%0.27%Q4 2021Q4 20225
Smallwood Wealth Investment Management, LLC 553.00%3.50%4.12%Q3 2022Q3 20235
Wealthspire Advisors, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Baker Avenue Asset Management, LP 410.00%0.09%0.17%Q3 2017Q3 20235
BHF RG Capital Inc. 550.96%5.38%7.70%Q2 2020Q2 20215
Smart Money Group LLC 320.93%1.44%2.33%Q4 2021Q3 20235
CHATHAM CAPITAL GROUP, INC. 550.13%1.30%2.24%Q2 2013Q2 20145
LBA Wealth Management, LLC 320.01%0.03%0.04%Q1 2015Q3 20165
FAIRFIELD, BUSH & CO. 310.01%0.57%1.31%Q2 2013Q2 20235
KLK CAPITAL MANAGEMENT LLC 557.90%8.31%8.77%Q3 2022Q3 20235
Hefty Wealth Partners 410.03%0.11%0.28%Q4 2015Q1 20185
KFA Private Wealth Group, LLC 550.10%0.12%0.14%Q4 2020Q4 20215
Regal Investment Advisors LLC 310.00%0.03%0.06%Q1 2015Q4 20205
Squarepoint Ops LLC 210.00%0.00%0.00%Q1 2021Q3 20235
WealthTrust Fairport, LLC 550.00%0.06%0.16%Q1 2018Q1 20195
SIMMONS FIRST TRUST CO NA 550.51%0.99%1.16%Q4 2014Q4 20155
USAdvisors Wealth Management, LLC 210.09%0.13%0.19%Q2 2019Q2 20225
Wellspring Financial Advisors, LLC 410.08%0.14%0.33%Q4 2020Q1 20225
MidWestOne Financial Group, Inc. 550.06%0.07%0.09%Q3 2020Q3 20215
Providence Capital Advisors, LLC 210.00%0.02%0.08%Q4 2017Q2 20235
Penobscot Investment Management Company, Inc. 550.07%0.08%0.09%Q2 2014Q2 20155
FIDUCIARY TRUST CO 550.01%0.02%0.02%Q3 2022Q3 20235
Altavista Wealth Management, Inc. 550.18%0.20%0.20%Q2 2013Q2 20145
Royal Fund Management, LLC 210.00%0.00%0.00%Q1 2017Q1 20205
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.45%0.54%0.68%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 440.01%0.02%0.02%Q4 2015Q3 20164
Mission Creek Capital Partners, Inc. 440.11%0.11%0.12%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.16%0.17%0.18%Q4 2021Q3 20224
Meeder Advisory Services, Inc. 441.22%1.29%1.44%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SHUFRO ROSE & CO LLC 440.02%0.03%0.05%Q2 2020Q1 20214
B. Riley Financial, Inc. 440.30%0.31%0.34%Q3 2017Q2 20184
Register Financial Advisors LLC 440.05%0.06%0.08%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.22%0.33%0.63%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Truadvice, LLC 440.12%0.16%0.24%Q3 2020Q2 20214
Hyperion Partners, LLC 445.33%5.51%5.68%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 446.12%9.85%11.98%Q4 2022Q3 20234
Cypress Capital Group 440.05%0.05%0.06%Q3 2022Q2 20234
Tillman Hartley LLC 442.51%2.62%2.72%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Advisors Preferred, LLC 111.87%2.80%4.20%Q3 2015Q1 20204
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Column Capital Advisors, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.33%1.38%1.45%Q4 2022Q3 20234
Fieldpoint Private Securities, LLC 310.01%0.05%0.07%Q3 2017Q3 20214
LGT Financial Advisors LLC 440.20%0.43%0.74%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.13%0.53%0.82%Q4 2019Q3 20204
Badgley Phelps Wealth Managers, LLC 441.21%1.29%1.36%Q4 2022Q3 20234
Palo Capital, Inc. 440.78%0.99%1.21%Q1 2018Q4 20184
Independence Bank of Kentucky 440.00%0.00%0.00%Q2 2022Q1 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.01%0.02%Q4 2018Q4 20194
MITCHELL MCLEOD PUGH & WILLIAMS INC 310.16%0.48%0.70%Q3 2022Q3 20234
Penserra Capital Management LLC 310.01%0.16%0.24%Q4 2018Q1 20204
WEST BANCORPORATION INC 220.12%0.15%0.16%Q2 2020Q1 20224
Peachtree Investment Partners, LLC 440.10%0.38%0.59%Q2 2020Q1 20214
Stockman Wealth Management, Inc. 440.07%0.08%0.09%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Bristlecone Advisors, LLC 440.03%0.03%0.04%Q2 2021Q1 20224
Systelligence, LLC 440.54%2.01%4.76%Q1 2020Q4 20204
LVZ, Inc. 440.09%0.14%0.27%Q1 2017Q4 20174
Fund Evaluation Group, LLC 440.02%0.54%0.97%Q2 2021Q1 20224
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
Granite Harbor Advisors, Inc. 442.63%2.83%3.07%Q4 2022Q3 20234
NINE MASTS CAPITAL Ltd 440.70%0.85%1.14%Q2 2016Q1 20174
STEPHENS GROUP ASSET MANAGEMENT, LLC 310.21%0.69%2.03%Q4 2018Q4 20204
Aspire Wealth Management Corp 440.04%0.04%0.05%Q4 2021Q3 20224
CapWealth Advisors, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Bleakley Financial Group, LLC 440.02%0.04%0.10%Q4 2022Q3 20234
SHELTON CAPITAL MANAGEMENT 440.02%0.02%0.02%Q3 2015Q2 20164
Farmers & Merchants Trust Co of Chambersburg PA 210.01%0.04%0.08%Q2 2021Q3 20234
Per Stirling Capital Management, LLC. 440.16%0.19%0.22%Q4 2022Q3 20234
St. James Investment Advisors, LLC 310.57%1.15%1.47%Q4 2021Q4 20224
Ellis Investment Partners, LLC 440.00%0.01%0.02%Q1 2021Q4 20214
Birchcreek Wealth Management, LLC 440.21%0.24%0.27%Q4 2020Q3 20214
Rotella Capital Management, Inc. 440.25%0.62%0.95%Q1 2014Q4 20144
New Hampshire Trust 440.84%1.10%1.48%Q4 2022Q3 20234
Integrity Financial Corp /WA 440.47%0.62%0.68%Q4 2022Q3 20234
PALLADIEM, LLC 4413.03%13.70%13.99%Q4 2014Q3 20154
Beacon Bridge Wealth Partners, LLC 440.13%0.31%0.75%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.10%0.28%0.36%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q2 20234
Life Planning Partners, Inc 441.42%2.09%2.44%Q4 2021Q3 20224
HF Advisory Group, LLC 440.19%0.22%0.25%Q4 2022Q3 20234
Elgethun Capital Management 440.22%0.25%0.28%Q3 2019Q2 20204
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.22%0.23%0.26%Q4 2022Q3 20234
Vickerman Investment Advisors, Inc. 440.63%2.76%4.82%Q3 2021Q2 20224
RF&L WEALTH MANAGEMENT, LLC 440.30%0.35%0.49%Q4 2022Q3 20234
Frank, Rimerman Advisors LLC 440.07%0.08%0.09%Q4 2022Q3 20234
SWM Advisors 445.02%6.39%9.77%Q4 2021Q3 20224
First National Bank of South Miami 440.15%0.15%0.16%Q4 2018Q3 20194
FIRETHORN WEALTH PARTNERS, LLC 310.17%0.19%0.22%Q1 2022Q2 20234
SageView Advisory Group, LLC 440.23%0.27%0.33%Q4 2022Q3 20234
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q4 2017Q2 20234
Meritas Wealth Management, LLC 441.01%1.07%1.13%Q4 2022Q3 20234
Pflug Koory, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
VitalStone Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.70%1.20%2.30%Q4 2022Q3 20234
GRIMES & COMPANY, INC. 440.02%0.22%0.79%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.06%0.15%Q4 2022Q3 20234
Scott Capital Advisors, LLC 442.61%6.40%8.20%Q4 2022Q3 20234
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.01%0.01%Q2 2019Q2 20204
PACIFIC CAPITAL WEALTH ADVISORS, INC 442.44%2.89%3.29%Q4 2022Q3 20234
BROWN ADVISORY INC 440.01%0.01%0.01%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Moors & Cabot, Inc. 220.01%0.02%0.02%Q1 2022Q3 20234
HAZLETT, BURT & WATSON, INC. 220.01%0.03%0.09%Q1 2022Q3 20234
Colonial Trust Co / SC 440.04%0.04%0.05%Q4 2022Q3 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.02%0.03%0.03%Q2 2016Q1 20174
Legacy Trust 440.22%0.23%0.25%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.02%0.02%0.03%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q3 2021Q3 20234
Kovitz Investment Group Partners, LLC 310.02%0.03%0.04%Q2 2020Q4 20214
OptiFour Integrated Wealth Management, LLC 440.49%0.52%0.54%Q4 2017Q3 20184
FourThought Financial Partners, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Legend Financial Advisors, Inc. 440.04%0.04%0.05%Q3 2022Q2 20234
DOLIVER ADVISORS, LP 310.12%0.19%0.24%Q4 2018Q4 20194
Bernardo Wealth Planning LLC 440.65%0.88%1.55%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.52%0.57%0.69%Q4 2022Q3 20234
EVERMAY WEALTH MANAGEMENT LLC 440.02%0.14%0.51%Q4 2021Q3 20224
Parker Financial LLC 443.30%3.37%3.42%Q4 2022Q3 20234
Evercore Wealth Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Claro Advisors LLC 310.06%0.07%0.09%Q3 2021Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.55%2.04%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.19%0.24%0.30%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 440.00%0.01%0.01%Q4 2021Q3 20224
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.17%0.25%0.29%Q1 2016Q4 20164
Gupta Wealth Management LLC 440.06%0.11%0.19%Q2 2015Q1 20164
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.80%1.44%1.95%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 311.20%1.35%1.67%Q4 2018Q3 20234
Werba Rubin Papier Wealth Management 440.22%0.23%0.24%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 310.07%0.10%0.14%Q4 2019Q4 20204
TAGStone Capital, Inc. 440.72%0.79%0.87%Q4 2022Q3 20234
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2015Q4 20154
First County Bank /CT/ 440.18%0.48%0.64%Q4 2022Q3 20234
Johnson Financial Group, Inc. 210.01%0.02%0.02%Q2 2013Q1 20143
Visionary Wealth Advisors 330.02%0.02%0.03%Q4 2021Q2 20223
Allegiant Private Advisors, LLC 332.11%3.03%3.87%Q4 2020Q2 20213
West Oak Capital, LLC 210.00%0.00%0.01%Q3 2016Q1 20213
Evergreen Wealth Management, LLC 331.17%1.22%1.32%Q1 2023Q3 20233
FundX Investment Group, LLC 333.48%5.76%6.91%Q2 2020Q4 20203
RETIREMENT GUYS FORMULA LLC 330.18%0.21%0.26%Q4 2021Q2 20223
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
MOGY JOEL R INVESTMENT COUNSEL INC 330.04%0.04%0.05%Q1 2023Q3 20233
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q2 2013Q1 20143
J.P. Turner & Co Capital Mnagement, LLC 330.28%0.54%1.02%Q1 2015Q3 20153
EPG Wealth Management LLC 110.00%0.02%0.04%Q1 2020Q3 20223
Peak Asset Management, LLC 330.08%0.19%0.26%Q3 2016Q1 20173
LANDAAS & CO /WI /ADV 210.13%0.14%0.15%Q3 2017Q2 20183
HCR Wealth Advisors 330.02%0.02%0.02%Q2 2020Q4 20203
Cavalier Investments, LLC 330.38%0.39%0.40%Q4 2015Q2 20163
Steward Financial Group LLC 210.71%1.39%1.73%Q2 2022Q2 20233
Verity Asset Management, Inc. 330.14%0.17%0.18%Q3 2020Q1 20213
SANDERS MORRIS HARRIS LLC 330.12%0.61%1.35%Q1 2016Q3 20163
LEVEL FOUR FINANCIAL, LLC 330.09%0.09%0.10%Q1 2021Q3 20213
Financial Gravity Companies, Inc. 211.46%1.57%1.64%Q4 2017Q4 20183
DB Fitzpatrick & Co, Inc 110.01%2.16%5.90%Q4 2021Q4 20223
Pallas Capital Advisors LLC 210.03%0.23%0.41%Q2 2021Q3 20233
Novak Financial Planning, LLC 333.78%4.16%4.52%Q4 2020Q2 20213
DAVIS R M INC 330.01%0.01%0.01%Q4 2020Q2 20213
Vantage Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
BREMER TRUST NATIONAL ASSOCIATION 330.69%0.89%1.04%Q2 2018Q4 20183
Jacobsen Capital Management 332.20%2.25%2.32%Q2 2019Q4 20193
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.42%1.03%1.35%Q4 2021Q2 20223
Hedeker Wealth, LLC 331.58%1.75%1.94%Q1 2020Q3 20203
DRW Securities, LLC 110.03%0.20%0.54%Q4 2013Q1 20183
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 330.03%0.06%0.08%Q4 2020Q2 20213
TCG Advisors, LP 330.05%0.16%0.28%Q1 2019Q3 20193
Matisse Capital 331.31%1.44%1.63%Q1 2023Q3 20233
Cornerstone Planning Group LLC 213.23%3.73%4.06%Q4 2022Q3 20233
Biltmore Family Office, LLC 330.12%0.27%0.58%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.08%0.34%0.86%Q3 2015Q3 20193
Prestige Wealth Management Group LLC 330.01%0.02%0.04%Q1 2023Q3 20233
WESTPORT RESOURCES MANAGEMENT INC 330.01%0.02%0.02%Q4 2015Q2 20163
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
Perennial Advisors, LLC 210.00%0.01%0.01%Q4 2016Q1 20213
Rede Wealth, LLC 330.12%0.16%0.21%Q3 2021Q1 20223
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
EXANE DERIVATIVES 210.02%0.02%0.02%Q2 2021Q1 20223
Red Cedar Capital, LLC 330.09%0.10%0.11%Q2 2022Q4 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Capital Wealth Planning, LLC 210.03%0.04%0.06%Q2 2019Q1 20203
Revisor Wealth Management LLC 336.44%7.34%8.59%Q1 2023Q3 20233
Winch Advisory Services, LLC 110.00%0.01%0.02%Q1 2015Q3 20203
Robertson Stephens Wealth Management, LLC 330.02%0.06%0.08%Q4 2021Q2 20223
CITY NATIONAL BANK 330.00%0.01%0.02%Q2 2013Q4 20133
Rocaton Investment Advisors, LLC 3312.67%18.02%21.29%Q4 2017Q2 20183
COOPER/HAIMS ADVISORS, LLC 330.21%0.23%0.24%Q1 2021Q3 20213
CHEMICAL BANK 330.02%0.03%0.03%Q4 2018Q2 20193
Ledyard National Bank 210.00%0.01%0.03%Q3 2015Q3 20173
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q4 2015Q2 20163
MYCIO WEALTH PARTNERS, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Index Fund Advisors, Inc. 330.06%0.07%0.09%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.03%0.05%Q4 2021Q3 20233
Syverson Strege & Co 330.01%0.57%1.68%Q2 2022Q4 20223
Greystone Financial Group, LLC 330.06%3.60%6.58%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.20%0.37%0.48%Q4 2022Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.01%Q2 2022Q2 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.08%0.11%0.15%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Roble, Belko & Company, Inc 330.01%0.01%0.01%Q2 2019Q4 20193
Summit Equities Inc 330.19%0.23%0.25%Q1 2018Q3 20183
Mirador Capital Partners LP 110.12%0.31%0.62%Q3 2016Q3 20183
Northwest Capital Management Inc 330.25%0.30%0.34%Q3 2018Q1 20193
High Net Worth Advisory Group LLC 330.01%0.01%0.01%Q4 2021Q2 20223
OXFORD ASSET MANAGEMENT LLP 330.01%0.01%0.02%Q4 2017Q2 20183
Bradley Mark J. 330.54%0.83%1.07%Q4 2022Q2 20233
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
Laurel Wealth Advisors, Inc. 210.06%0.23%0.55%Q2 2021Q1 20223
JOYN Advisors, Inc. 330.02%0.02%0.02%Q2 2018Q4 20183
Callan Capital, LLC 330.16%0.31%0.39%Q1 2017Q3 20173
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Delta Financial Group, Inc. 210.14%0.15%0.17%Q4 2022Q3 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Planning & Information Services, Inc. 330.66%0.69%0.70%Q1 2023Q3 20233
DAGCO, INC. 330.20%0.60%0.85%Q3 2020Q1 20213
L.M. KOHN & COMPANY 330.11%0.11%0.11%Q1 2022Q3 20223
Executive Wealth Management, LLC 330.01%0.01%0.02%Q4 2018Q2 20193
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.01%Q1 2017Q3 20223
McAdam, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
SMITH SHELLNUT WILSON LLC /ADV 210.10%0.11%0.12%Q1 2021Q4 20213
Financial Network Wealth Management LLC 210.10%0.12%0.14%Q4 2021Q3 20223
MARINO, STRAM & ASSOCIATES LLC 330.11%0.13%0.14%Q2 2020Q4 20203
Stanford Investment Group, Inc. 330.03%0.03%0.03%Q1 2016Q3 20163
Canton Hathaway, LLC 330.10%0.11%0.13%Q3 2020Q1 20213
Atomi Financial Group, Inc. 330.13%0.21%0.28%Q1 2023Q3 20233
Wealthquest Corp 210.09%0.26%0.60%Q3 2015Q2 20193
CADENCE BANK NA 330.09%0.10%0.10%Q3 2017Q1 20183
San Luis Wealth Advisors LLC 110.16%0.68%1.67%Q4 2020Q1 20223
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 330.09%0.09%0.10%Q2 2016Q4 20163
Cape Investment Advisory, Inc. 330.00%0.02%0.05%Q1 2023Q3 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
INR ADVISORY SERVICES LLC 330.12%0.13%0.13%Q1 2014Q3 20143
Institute for Wealth Management, LLC. 210.03%0.05%0.05%Q1 2019Q4 20193
FLPUTNAM INVESTMENT MANAGEMENT CO 330.01%0.01%0.01%Q2 2021Q4 20213
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Consolidated Portfolio Review Corp 333.12%3.58%3.92%Q1 2023Q3 20233
ENTERPRISE FINANCIAL SERVICES CORP 210.02%0.04%0.08%Q1 2017Q1 20193
ETRADE Capital Management LLC 330.02%0.03%0.03%Q1 2020Q3 20203
Virtue Capital Management, LLC 210.01%0.04%0.06%Q4 2017Q3 20203
EWA, LLC 330.26%0.28%0.31%Q1 2023Q3 20233
Essex Financial Services, Inc. 210.02%0.03%0.05%Q3 2016Q3 20223
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.01%Q4 2017Q3 20232
WASHINGTON TRUST BANK 110.00%0.01%0.01%Q4 2017Q3 20182
Stearns Financial Services Group 110.00%0.00%0.01%Q3 2018Q1 20202
Herold Advisors, Inc. 110.03%0.04%0.04%Q3 2021Q1 20222
BBVA USA 220.12%0.12%0.12%Q2 2021Q3 20212
Kalos Management, Inc. 220.09%0.11%0.13%Q4 2020Q1 20212
TANDEM CAPITAL MANAGEMENT CORP /ADV 220.16%0.17%0.18%Q3 2020Q4 20202
Narus Financial Partners, LLC 220.13%0.14%0.15%Q2 2022Q3 20222
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.08%0.15%0.22%Q4 2016Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.40%0.41%0.42%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.01%0.01%0.02%Q4 2022Q2 20232
Impact Partnership Wealth, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Bridgewater Advisors Inc. 220.37%0.49%0.60%Q1 2022Q2 20222
FISCHER INVESTMENT STRATEGIES, LLC 2211.33%11.56%11.79%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.14%0.15%0.15%Q4 2021Q1 20222
Bigelow Investment Advisors, LLC 220.14%0.15%0.15%Q1 2018Q2 20182
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.01%Q2 2014Q3 20182
Arcataur Capital Management LLC 221.45%1.45%1.45%Q2 2023Q3 20232
First Citizens Financial Corp 220.17%0.19%0.22%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q1 20202
CGC Financial Services, LLC 220.68%0.70%0.71%Q2 2023Q3 20232
FineMark National Bank & Trust 110.00%0.00%0.01%Q2 2013Q2 20152
STRALEM & CO INC 220.06%0.06%0.06%Q1 2020Q2 20202
TRUEWEALTH LLC 110.01%0.01%0.01%Q1 2018Q2 20202
Crabel Capital Management, LLC 110.10%0.12%0.15%Q4 2020Q1 20232
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.04%0.07%Q4 2020Q3 20222
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
SIMON QUICK ADVISORS, LLC 220.05%0.06%0.07%Q3 2022Q4 20222
Jane Street Holding, LLC 110.21%0.31%0.41%Q2 2013Q4 20132
GALAXY CAPITAL TRADING LTD 221.55%3.14%4.73%Q2 2013Q3 20132
Estate Counselors, LLC 110.03%1.45%2.88%Q1 2022Q4 20222
Trek Financial, LLC 220.03%0.04%0.04%Q3 2020Q4 20202
PrairieView Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BIVIN & ASSOCIATES, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
Stratos Investment Management, LLC 220.13%2.00%3.87%Q3 2019Q4 20192
HERITAGE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Stratos Wealth Advisors, LLC 110.02%0.03%0.05%Q1 2020Q1 20222
Mount Yale Investment Advisors, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2022Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.03%0.03%0.03%Q3 2020Q4 20202
Addison Capital Co 220.14%0.17%0.19%Q2 2023Q3 20232
Advisor Resource Council 110.02%0.03%0.03%Q2 2021Q4 20212
Bull Street Advisors, LLC 220.11%0.12%0.12%Q2 2021Q3 20212
Camarda Financial Advisors, LLC 110.01%0.02%0.03%Q2 2013Q4 20182
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2019Q1 20232
Idaho Trust Bank 222.13%2.16%2.19%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Good Life Advisors, LLC 110.03%0.05%0.07%Q3 2021Q3 20232
Procyon Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
AFT, FORSYTH & COMPANY, INC. 220.15%0.15%0.16%Q2 2013Q3 20132
Founders Capital Management 110.00%0.00%0.00%Q4 2017Q4 20182
Veracity Capital LLC 220.21%0.24%0.28%Q1 2020Q2 20202
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
TOWER TRUST Co 220.14%0.17%0.20%Q2 2013Q3 20132
Reliant Wealth Planning 2211.66%12.02%12.37%Q2 2023Q3 20232
St. Louis Trust Co 220.48%0.49%0.49%Q2 2023Q3 20232
MARYLAND CAPITAL ADVISORS INC. 223.28%3.50%3.71%Q4 2021Q1 20222
IFG Advisory, LLC 110.03%0.07%0.12%Q3 2022Q3 20232
Smith & Howard Wealth Management, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Independent Advisor Alliance 110.13%0.16%0.18%Q1 2017Q4 20192
NWK Group, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Kissinger Financial Services LLC 110.23%0.23%0.23%Q3 2016Q2 20172
Moser Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q3 2017Q2 20192
SILVER OAK SECURITIES, INCORPORATED 110.04%0.04%0.04%Q1 2022Q1 20232
ERTS Wealth Advisors, LLC 220.03%0.04%0.06%Q4 2018Q1 20192
Freestone Capital Holdings, LLC 220.00%0.01%0.01%Q3 2020Q4 20202
SHEETS SMITH WEALTH MANAGEMENT 220.30%0.36%0.43%Q2 2023Q3 20232
Latitude Advisors, LLC 220.54%0.58%0.61%Q4 2020Q1 20212
Valley Brook Capital Group, Inc. 220.14%0.16%0.17%Q4 2020Q1 20212
Mill Capital Management, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Arcadia Wealth Management, LLC 221.38%1.46%1.54%Q2 2023Q3 20232
EASTERN BANK 220.02%0.02%0.02%Q4 2021Q1 20222
CX Institutional 110.00%0.02%0.04%Q2 2018Q2 20192
Reynolds Investment Management, Inc. 220.95%1.04%1.14%Q1 2022Q2 20222
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Ruggie Capital Group 220.01%0.01%0.02%Q1 2015Q2 20152
Schechter Investment Advisors, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.11%0.11%0.12%Q2 2013Q3 20132
Maxim Capital Management LLC 220.95%1.00%1.05%Q1 2020Q2 20202
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 225.69%9.61%13.53%Q2 2013Q3 20132
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
ELM ADVISORS, LLC 110.16%0.19%0.22%Q4 2017Q3 20212
Greenspring Advisors, LLC 220.06%0.06%0.07%Q4 2021Q1 20222
CarsonAllaria Wealth Management, Ltd. 220.01%0.01%0.01%Q1 2023Q2 20232
Bridgeworth, LLC 110.01%0.06%0.12%Q4 2016Q2 20182
Lutz Financial Services LLC 220.06%0.07%0.08%Q4 2019Q1 20202
Shelter Mutual Insurance Co 220.20%0.21%0.22%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.09%0.09%0.10%Q4 2019Q1 20202
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 220.13%0.25%0.36%Q4 2021Q1 20222
DIXON HUBARD FEINOUR & BROWN INC/VA 220.05%0.06%0.08%Q2 2021Q3 20212
Moss Adams Wealth Advisors LLC 110.02%0.03%0.04%Q4 2022Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.14%0.20%0.27%Q4 2020Q1 20212
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.04%0.08%Q1 2020Q3 20232
Thrive Wealth Management, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
LaFleur & Godfrey LLC 220.08%0.11%0.14%Q2 2013Q3 20132
MRA Associates USA LLC 220.18%0.20%0.22%Q2 2019Q3 20192
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.02%0.04%Q4 2018Q1 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.05%0.06%0.06%Q2 2022Q3 20222
Redwood Investment Management, LLC 110.03%0.59%1.14%Q4 2017Q3 20232
Forum Financial Management, LP 220.02%0.02%0.02%Q4 2021Q1 20222
Jefferies Group LLC 110.00%0.00%0.00%Q4 2013Q4 20172
Saba Capital Management, L.P. 110.16%0.17%0.17%Q2 2013Q4 20132
All Terrain Financial Advisors, LLC 220.10%0.11%0.12%Q4 2019Q1 20202
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Canvas Wealth Advisors, LLC 220.29%0.29%0.30%Q3 2022Q4 20222
BADGLEY PHELPS & BELL INC 220.02%0.04%0.06%Q4 2020Q1 20212
PRINCIPAL FINANCIAL GROUP INC 220.00%0.01%0.02%Q2 2023Q3 20232
Synergy Asset Management, LLC 220.05%0.08%0.12%Q2 2023Q3 20232
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q3 20132
Peak Capital Management LLC 220.02%0.08%0.14%Q1 2018Q2 20182
Taylor Hoffman Wealth Management 220.02%0.02%0.03%Q4 2017Q1 20182
CFS Investment Advisory Services, LLC 110.02%0.04%0.06%Q1 2022Q2 20232
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q3 20182
ARS Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2020Q2 20212
Regency Capital Management Inc.\DE 220.01%0.01%0.02%Q4 2021Q1 20222
CAPITAL INSIGHT PARTNERS, LLC 224.51%4.52%4.53%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20192
Blume Capital Management, Inc. 110.03%0.03%0.03%Q4 2018Q3 20232
Legacy Financial Advisors, Inc. 110.32%0.63%0.94%Q1 2022Q3 20222
Maryland Capital Management 220.13%0.14%0.16%Q2 2020Q3 20202
SG Americas Securities, LLC 110.11%0.17%0.23%Q1 2016Q1 20202
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2016Q3 20202
Thomas J. Herzfeld Advisors, Inc. 220.00%0.00%0.00%Q2 2014Q3 20142
WOODWARD DIVERSIFIED CAPITAL, LLC 110.15%0.54%0.93%Q4 2020Q2 20232
Planned Solutions, Inc. 227.03%7.25%7.47%Q1 2023Q2 20232
LOWERY THOMAS, LLC 110.64%0.64%0.64%Q1 2022Q1 20221
Pinnacle Wealth Advisors 110.40%0.40%0.40%Q2 2021Q2 20211
Biltmore Capital Advisors LLC 112.99%2.99%2.99%Q4 2018Q4 20181
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Root Financial Partners, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
MFA WEALTH ADVISORS, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
GPWM LLC 1114.81%14.81%14.81%Q4 2022Q4 20221
GFG Capital, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
FinTrust Investment Advisory Services, LLC 110.44%0.44%0.44%Q2 2013Q2 20131
Kore Private Wealth LLC 110.14%0.14%0.14%Q4 2020Q4 20201
LOCKERMAN FINANCIAL GROUP, INC. 110.56%0.56%0.56%Q2 2023Q2 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 114.18%4.18%4.18%Q2 2020Q2 20201
ADVISOR CONSULTANT NETWORK INC 110.26%0.26%0.26%Q3 2016Q3 20161
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Montecito Bank & Trust 110.04%0.04%0.04%Q4 2016Q4 20161
FIRST COMMUNITY TRUST NA 110.57%0.57%0.57%Q4 2022Q4 20221
Oxinas Partners Wealth Management LLC 110.97%0.97%0.97%Q4 2020Q4 20201
Field & Main Bank 110.01%0.01%0.01%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
Investment Advisory Group, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 110.56%0.56%0.56%Q1 2020Q1 20201
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Octavia Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ASPIRIANT, LLC 110.03%0.03%0.03%Q3 2017Q3 20171
361 CAPITAL LLC 113.06%3.06%3.06%Q1 2016Q1 20161
Seneca House Advisors 110.37%0.37%0.37%Q4 2017Q4 20171
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Vigilant Capital Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Windsor Capital Management, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Perella Weinberg Partners Capital Management LP 110.48%0.48%0.48%Q2 2019Q2 20191
PACES FERRY WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
MCDONALD PARTNERS LLC 110.05%0.05%0.05%Q4 2021Q4 20211
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Emerald Advisors, LLC 111.26%1.26%1.26%Q4 2019Q4 20191
Epstein & White Financial LLC 111.04%1.04%1.04%Q1 2018Q1 20181
Element Wealth, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Allen Mooney & Barnes Investment Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WEALTH EFFECTS LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Berkshire Money Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
ARS Wealth Advisors Group, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
KICKSTAND VENTURES, LLC. 110.98%0.98%0.98%Q3 2023Q3 20231
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Rice Partnership, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Thor Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
PIONEER TRUST BANK N A/OR 110.15%0.15%0.15%Q1 2022Q1 20221
Blueprint Investment Partners LLC 110.74%0.74%0.74%Q4 2021Q4 20211
NEXT Financial Holdings 110.84%0.84%0.84%Q1 2019Q1 20191
Annapolis Financial Services, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
HUTCHENS INVESTMENT MANAGEMENT INC 110.08%0.08%0.08%Q4 2014Q4 20141
Crosspoint Capital Strategies, LLC 110.34%0.34%0.34%Q3 2015Q3 20151
PFG Investments, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Eukles Asset Management 110.01%0.01%0.01%Q3 2023Q3 20231
Northstar Advisory Group, LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Slagle Financial, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Engrave Wealth Partners LLC 113.81%3.81%3.81%Q1 2021Q1 20211
Fragasso Group Inc. 110.55%0.55%0.55%Q4 2017Q4 20171
Lauterbach Financial Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Burns Matteson Capital Management, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Provident Investment Management, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
MISSION WEALTH MANAGEMENT, LP 110.02%0.02%0.02%Q2 2023Q2 20231
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Breakwater Capital Group 110.44%0.44%0.44%Q3 2023Q3 20231
Marks Wealth, LLC 111.23%1.23%1.23%Q4 2020Q4 20201
PANORAMIC INVESTMENT ADVISORS, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
MONTGOMERY INVESTMENT MANAGEMENT INC 110.13%0.13%0.13%Q2 2013Q2 20131
360 Financial, Inc. 111.40%1.40%1.40%Q3 2023Q3 20231
Marietta Wealth Management, LLC 110.46%0.46%0.46%Q4 2016Q4 20161
Jordan Park Group LLC 110.57%0.57%0.57%Q4 2017Q4 20171
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
WealthOne, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.04%0.04%0.04%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.28%0.28%0.28%Q1 2017Q1 20171
Pegasus Partners Ltd. 110.07%0.07%0.07%Q2 2020Q2 20201
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Knowledge Leaders Capital, LLC 111.48%1.48%1.48%Q2 2016Q2 20161
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Fiduciary Planning LLC 110.33%0.33%0.33%Q4 2019Q4 20191
Syntegra Private Wealth Group, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
St. Johns Investment Management Company, LLC 110.09%0.09%0.09%Q3 2016Q3 20161
V Wealth Advisors LLC 110.19%0.19%0.19%Q2 2017Q2 20171
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q1 2018Q1 20181
Intelligent Financial Strategies 110.74%0.74%0.74%Q4 2021Q4 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
RiverGlades Family Offices LLC 115.70%5.70%5.70%Q4 2018Q4 20181
Waterloo Capital, L.P. 110.38%0.38%0.38%Q1 2020Q1 20201
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2013Q2 20131
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
GREENLEAF TRUST 110.00%0.00%0.00%Q4 2021Q4 20211
Slow Capital, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TFG Advisers LLC 110.09%0.09%0.09%Q4 2019Q4 20191
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
MBE Wealth Management, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Compton Wealth Advisory Group, LLC 110.29%0.29%0.29%Q4 2018Q4 20181
TEXAS CAPITAL BANCSHARES INC/TX 110.53%0.53%0.53%Q2 2018Q2 20181
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
WEST MICHIGAN ADVISORS, LLC 111.93%1.93%1.93%Q4 2021Q4 20211
Laurel Wealth Planning LLC 110.02%0.02%0.02%Q1 2022Q1 20221
PIERSHALE FINANCIAL GROUP, INC. 110.02%0.02%0.02%Q4 2015Q4 20151
Envestnet Portfolio Solutions, Inc. 110.74%0.74%0.74%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Weatherstone Capital Management 110.23%0.23%0.23%Q1 2015Q1 20151
Clear Creek Financial Management, LLC 111.53%1.53%1.53%Q3 2020Q3 20201
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Firestone Capital Management 110.02%0.02%0.02%Q4 2020Q4 20201
Glassman Wealth Services 110.01%0.01%0.01%Q3 2016Q3 20161
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Wealth Dimensions Group, Ltd. 110.18%0.18%0.18%Q4 2020Q4 20201
ALBION FINANCIAL GROUP /UT 110.01%0.01%0.01%Q4 2021Q4 20211
United Community Bank 110.10%0.10%0.10%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.03%0.03%0.03%Q2 2021Q2 20211
Kathmere Capital Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Investment Solutions, Inc. /IL 110.09%0.09%0.09%Q3 2023Q3 20231
Sound Financial Strategies Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RUSHMORE INVESTMENT ADVISORS, INC. 110.86%0.86%0.86%Q2 2013Q2 20131
Private Wealth Advisors, Inc. 110.12%0.12%0.12%Q4 2020Q4 20201
Vestpro Financial Partners, Inc. dba CPF Texas 110.14%0.14%0.14%Q1 2018Q1 20181
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2017Q3 20171
SBB Research Group LLC 110.51%0.51%0.51%Q1 2023Q1 20231
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Faithward Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Fulcrum Equity Management 110.03%0.03%0.03%Q3 2019Q3 20191
Ballew Advisors, Inc 112.12%2.12%2.12%Q4 2021Q4 20211
Starfox Financial Services, LLC 119.73%9.73%9.73%Q4 2021Q4 20211
Conrad Siegel Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
SMI Advisory Services, LLC 117.04%7.04%7.04%Q3 2021Q3 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Redhawk Wealth Advisors, Inc. 111.06%1.06%1.06%Q3 2021Q3 20211
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SCHRODER INVESTMENT MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2017Q3 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
MAGNOLIA CAPITAL ADVISORS LLC 111.17%1.17%1.17%Q2 2023Q2 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q2 2018Q2 20181
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WealthPlan Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Capital Planning Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Geometric Wealth Advisors 113.69%3.69%3.69%Q1 2022Q1 20221
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2015Q4 20151
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
PRW Wealth Management LLC 110.44%0.44%0.44%Q2 2021Q2 20211
KLINGENSTEIN FIELDS & CO LP 110.09%0.09%0.09%Q2 2013Q2 20131
Carlsbad Wealth Advisory Group, Inc. 116.06%6.06%6.06%Q2 2023Q2 20231
INVENIO WEALTH PARTNERS LLC 110.44%0.44%0.44%Q3 2023Q3 20231
ML & R WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q4 2021Q4 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q2 2017Q2 20171
GETCO Holding Company, LLC 111.27%1.27%1.27%Q2 2013Q2 20131
Fulcrum Capital LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Financial Insights, Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
Zions Bancorporation 110.05%0.05%0.05%Q2 2018Q2 20181
LBMC INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 111.38%1.38%1.38%Q2 2021Q2 20211
COLONY GROUP LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Dakota Community Bank & Trust NA 111.04%1.04%1.04%Q4 2022Q4 20221
Oak Grove Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Investmark Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Verum Partners LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Kampmann Melissa S. 111.34%1.34%1.34%Q3 2023Q3 20231
Roof Eidam Maycock Peralta, LLC 117.55%7.55%7.55%Q3 2020Q3 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
McNamara Financial Services, Inc. 110.08%0.08%0.08%Q4 2014Q4 20141
Colonial River Wealth Management, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
ASSET PLANNING CORPORATION 110.06%0.06%0.06%Q4 2020Q4 20201
AFFINIA FINANCIAL GROUP, LLC 110.38%0.38%0.38%Q2 2022Q2 20221
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Wagner Wealth Management, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
APPLETON PARTNERS INC/MA 110.03%0.03%0.03%Q4 2017Q4 20171
Williams Jones Wealth Management, LLC. 110.04%0.04%0.04%Q3 2023Q3 20231
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
SYM FINANCIAL Corp 110.03%0.03%0.03%Q3 2022Q3 20221
FINANCIAL COUNSELORS INC 110.44%0.44%0.44%Q3 2023Q3 20231
Zuckerman Investment Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Requisite Capital Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Aldebaran Financial Inc. 110.63%0.63%0.63%Q4 2016Q4 20161
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
ORG Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20151
SteelBridge Private Wealth Advisors LLC 110.98%0.98%0.98%Q3 2016Q3 20161
PSI Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Lifeworks Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.03%0.03%0.03%Q2 2021Q2 20211
Retireful, LLC 110.52%0.52%0.52%Q1 2023Q1 20231
Strategic Advocates LLC 111.69%1.69%1.69%Q3 2023Q3 20231
Congress Wealth Management LLC / DE / 110.12%0.12%0.12%Q3 2023Q3 20231
EUDAIMONIA ADVISORS LLC 111.88%1.88%1.88%Q4 2021Q4 20211
Mariner Wealth Advisors-Madison, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
TIAA TRUST, NATIONAL ASSOCIATION 110.22%0.22%0.22%Q3 2023Q3 20231
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2015Q4 20151
KPP Advisory Services LLC 110.96%0.96%0.96%Q3 2023Q3 20231
Ensemble Capital Management 110.05%0.05%0.05%Q2 2018Q2 20181
Brown Financial Advisory 111.01%1.01%1.01%Q3 2022Q3 20221
Sutton Wealth Advisors Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Lumina Fund Management LLC 110.05%0.05%0.05%Q2 2013Q2 20131
COLLECTIVE FAMILY OFFICE LLC 110.22%0.22%0.22%Q4 2020Q4 20201
OLD MISSION CAPITAL, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
AIRE ADVISORS, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Avestar Capital, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
VisionPoint Advisory Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Whitegate Investment Counselors, Inc. 110.06%0.06%0.06%Q2 2016Q2 20161
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
JACOBSON & SCHMITT ADVISORS, LLC 113.96%3.96%3.96%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Legacy Wealth Management, Inc 110.09%0.09%0.09%Q4 2021Q4 20211
Virtu Financial LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WATERSHED PRIVATE WEALTH LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Convergent Wealth Advisors 110.03%0.03%0.03%Q1 2015Q1 20151
Private Wealth Group, LLC 112.13%2.13%2.13%Q3 2023Q3 20231
INVESTMENT HOUSE LLC 110.15%0.15%0.15%Q2 2013Q2 20131
Verdence Capital Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Oak Point Wealth Management 110.28%0.28%0.28%Q1 2018Q1 20181
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
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.