VANGUARD BD INDEX FD INC shareholder history

Current and past VANGUARD BD INDEX FD INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LEAVELL INVESTMENT MANAGEMENT, INC. 65650.60%10.11%36.47%Q3 2007Q3 202365
HUNTINGTON NATIONAL BANK 37200.00%0.03%0.08%Q2 2009Q3 202362
MUFG Americas Holdings Corp 48480.00%0.06%0.23%Q4 2010Q3 202248
Zhang Financial LLC 47470.05%0.76%2.10%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.22%Q1 2012Q3 202346
NWAM LLC 32130.18%0.95%1.61%Q2 2012Q3 202345
TCI Wealth Advisors, Inc. 44440.02%0.17%1.37%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.03%Q4 2012Q3 202344
PARK NATIONAL CORP /OH/ 43430.01%0.12%0.47%Q2 2013Q4 202343
COMMERCE BANK 43430.02%0.06%0.15%Q1 2013Q3 202343
Creative Planning 42420.05%0.17%0.41%Q2 2013Q3 202342
Efficient Advisors, LLC 42421.93%8.40%11.30%Q2 2013Q3 202342
Horrell Capital Management, Inc. 42420.02%0.04%0.09%Q2 2013Q3 202342
Nadler Financial Group, Inc. 42420.04%0.13%0.34%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.03%0.45%1.16%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.06%0.12%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.15%0.45%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.32%0.90%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.16%0.32%0.47%Q2 2013Q3 202342
BANK OF HAWAII 42420.22%0.42%0.85%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.53%1.12%1.65%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42421.44%2.23%3.66%Q2 2013Q3 202342
LPL Financial LLC 42420.20%0.42%0.63%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.13%0.49%1.56%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.23%1.03%1.90%Q2 2013Q3 202342
Ancora Advisors LLC 42420.22%0.52%1.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.03%0.06%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.12%0.32%0.61%Q2 2013Q3 202342
American Investment Services, Inc. 42420.18%0.70%1.66%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.39%0.88%2.17%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.07%0.19%0.39%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%2.25%4.38%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.67%4.86%Q2 2013Q3 202342
CPWM, LLC 3840.19%0.61%0.96%Q4 2011Q3 202242
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.30%0.91%2.19%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.04%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.17%0.27%0.52%Q2 2013Q3 202342
Regal Investment Advisors LLC 42420.09%1.06%4.94%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.22%1.19%Q2 2013Q3 202342
Coastline Trust Co 42420.03%0.60%1.92%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.70%1.19%1.85%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.03%0.14%0.47%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.19%0.92%1.98%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.09%1.76%2.48%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.17%0.51%0.91%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.04%0.73%2.61%Q2 2013Q3 202342
Rock Point Advisors, LLC 42420.16%0.41%0.85%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.03%0.05%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.03%0.08%Q2 2013Q3 202342
BURNEY CO/ 42420.08%0.57%1.39%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.07%0.25%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42420.24%0.53%0.86%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.08%0.24%1.16%Q1 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.02%0.05%0.12%Q2 2013Q3 202342
TD Capital Management LLC 42420.03%4.65%12.86%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.11%1.74%5.63%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.05%1.55%6.38%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.14%0.28%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.09%0.38%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.92%1.78%Q2 2013Q3 202342
SouthState Corp 42420.06%1.29%3.94%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.08%Q2 2013Q3 202342
ACR Alpine Capital Research, LLC 42420.10%0.20%0.38%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.10%0.23%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.16%0.84%2.26%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.03%0.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.08%0.38%0.87%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.04%0.08%0.14%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.03%0.17%0.54%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.05%0.27%0.76%Q2 2013Q3 202342
Carlson Capital Management 42423.51%8.14%17.36%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.14%0.62%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.07%0.15%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.12%0.84%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.03%0.08%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.08%0.15%0.24%Q2 2013Q3 202342
FineMark National Bank & Trust 25160.06%0.36%0.72%Q2 2013Q3 202341
ALPS ADVISORS INC 3560.13%0.39%1.16%Q2 2013Q3 202341
Baker Avenue Asset Management, LP 3830.03%0.38%1.24%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.07%1.31%2.25%Q2 2013Q3 202341
SIGNATUREFD, LLC 26150.00%0.04%0.14%Q2 2013Q3 202341
CHATHAM CAPITAL GROUP, INC. 41411.24%2.25%4.63%Q2 2013Q2 202341
Atria Investments, Inc 27140.04%0.71%3.09%Q2 2013Q3 202341
ASSOCIATED BANC-CORP 41410.09%0.41%0.78%Q3 2013Q3 202341
Smithfield Trust Co 4010.01%6.01%15.62%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.05%Q2 2013Q3 202341
HighTower Advisors, LLC 30110.03%0.15%0.26%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.17%0.84%1.86%Q4 2013Q4 202341
Raymond James Financial Services Advisors, Inc. 3380.04%0.25%1.66%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.00%0.28%1.26%Q3 2013Q3 202341
PINNACLE ASSOCIATES LTD 41410.01%0.03%0.18%Q2 2013Q2 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28130.04%0.32%2.82%Q2 2013Q3 202341
M&T BANK CORP 26150.05%0.12%0.37%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.21%0.36%1.24%Q3 2013Q3 202341
Cetera Advisors LLC 23180.05%0.16%0.51%Q2 2013Q3 202341
Bragg Financial Advisors, Inc 41410.02%0.14%0.34%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.29%2.92%Q3 2013Q3 202341
NAPLES GLOBAL ADVISORS, LLC 40400.14%0.31%0.67%Q4 2013Q3 202340
B. Riley Wealth Advisors, Inc. 40400.02%0.86%1.62%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.22%2.35%6.23%Q4 2013Q3 202340
DUNCKER STREETT & CO INC 40400.11%0.22%0.39%Q4 2013Q3 202340
Van Cleef Asset Management,Inc 40400.10%0.98%3.44%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.05%0.23%1.55%Q4 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 3730.00%0.04%0.14%Q3 2013Q3 202340
FIRST MANHATTAN CO. LLC. 40400.00%0.00%0.00%Q4 2013Q3 202340
COLONY GROUP LLC 40400.01%0.18%0.55%Q4 2013Q3 202340
Retirement Planning Group, LLC 40400.06%5.20%18.04%Q2 2013Q1 202340
BESSEMER GROUP INC 40400.00%0.01%0.10%Q4 2013Q3 202340
Thomasville National Bank 27130.12%2.41%5.70%Q2 2013Q3 202340
FDx Advisors, Inc. 40400.03%0.21%2.49%Q4 2013Q3 202340
SYNOVUS FINANCIAL CORP 23170.00%0.01%0.06%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.16%0.56%1.19%Q4 2013Q3 202340
JAMES INVESTMENT RESEARCH INC 40400.01%0.05%0.10%Q2 2013Q1 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.09%0.41%1.18%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.85%4.05%8.68%Q4 2013Q3 202340
TODD ASSET MANAGEMENT LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.32%1.19%3.33%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.49%1.89%3.05%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.04%1.32%5.54%Q4 2013Q3 202340
FARMERS & MERCHANTS INVESTMENTS INC 40400.00%0.19%0.87%Q4 2013Q3 202340
Beacon Capital Management, Inc. 40400.05%21.85%97.00%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.03%0.08%0.35%Q4 2013Q3 202340
Loudon Investment Management, LLC 40400.32%0.52%0.74%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.03%0.27%0.52%Q1 2014Q3 202339
A. D. Beadell Investment Counsel, Inc. 39390.20%0.39%0.95%Q1 2014Q3 202339
HM PAYSON & CO 22170.08%0.13%0.17%Q2 2013Q1 202339
BRIGHTON JONES LLC 2630.02%0.09%0.20%Q2 2013Q3 202339
COMERICA BANK 3810.06%0.13%0.40%Q3 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.09%0.21%0.34%Q2 2013Q4 202239
Autus Asset Management, LLC 39390.09%0.15%0.36%Q2 2013Q4 202239
Karpus Management, Inc. 39390.01%0.44%1.14%Q1 2014Q3 202339
Advisory Services Network, LLC 27120.07%0.30%2.26%Q4 2013Q3 202339
Archford Capital Strategies, LLC 39390.33%0.98%2.44%Q1 2014Q3 202339
WELCH & FORBES LLC 39390.04%0.09%0.14%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.00%0.01%0.02%Q1 2014Q3 202339
OLD NATIONAL BANCORP /IN/ 38380.01%0.60%1.35%Q2 2014Q3 202338
Gemmer Asset Management LLC 38382.29%4.39%8.45%Q2 2014Q3 202338
Main Management LLC 38380.00%0.93%3.18%Q2 2013Q3 202238
SCOTIA CAPITAL INC. 27110.00%0.03%0.07%Q2 2013Q3 202338
PEOPLES FINANCIAL SERVICES CORP. 38380.02%0.04%0.07%Q2 2014Q3 202338
Ashfield Capital Partners, LLC 38380.03%0.11%0.25%Q2 2013Q3 202238
HT Partners LLC 3170.18%5.39%8.85%Q2 2013Q3 202338
WEBSTER BANK, N. A. 38380.06%0.63%1.94%Q2 2014Q3 202338
Truepoint, Inc. 22160.73%7.22%13.46%Q1 2014Q3 202338
Hudock, Inc. 38380.00%0.04%0.37%Q2 2013Q3 202238
MCF Advisors LLC 1940.00%0.08%0.57%Q4 2011Q2 202338
LS Investment Advisors, LLC 37370.00%0.34%2.11%Q2 2013Q2 202237
Personal Capital Advisors Corp 37372.88%4.36%5.95%Q4 2013Q4 202237
MILLENNIUM MANAGEMENT LLC 2720.00%0.02%0.04%Q2 2013Q2 202337
Bartlett & Co. LLC 1680.00%0.20%0.62%Q2 2013Q4 202337
Maple Capital Management, Inc. 2320.03%0.13%0.42%Q2 2013Q3 202337
Kovack Advisors, Inc. 37370.19%0.55%3.44%Q3 2014Q3 202337
Stratos Wealth Partners, LTD. 37370.02%0.18%0.64%Q3 2014Q3 202337
EisnerAmper Wealth Management Corporate Benefits, LLC 37371.38%3.09%3.69%Q4 2014Q4 202337
Willow Creek Wealth Management Inc. 363610.49%22.21%31.96%Q4 2014Q3 202336
Community Bank, N.A. 36360.03%0.43%2.39%Q4 2014Q3 202336
SPINNAKER TRUST 36360.02%0.04%0.16%Q4 2014Q3 202336
FMR LLC 36360.00%0.00%0.02%Q4 2014Q3 202336
First Personal Financial Services 36360.02%0.14%0.40%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.02%Q2 2013Q3 202336
Mengis Capital Management, Inc. 36360.08%0.58%1.12%Q4 2014Q3 202336
UBS Group AG 36360.07%0.11%0.18%Q4 2014Q3 202336
Wealth Architects, LLC 36360.35%0.80%1.44%Q4 2014Q3 202336
Rathbones Group PLC 36360.02%0.15%0.24%Q4 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.15%2.01%10.74%Q4 2014Q3 202336
Northstar Group, Inc. 36360.90%1.42%1.91%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.03%0.09%0.25%Q4 2014Q3 202336
Koshinski Asset Management, Inc. 36360.26%0.89%4.21%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.03%0.58%2.42%Q2 2013Q1 202236
Horizon Investment Services, LLC 36360.11%0.25%0.54%Q2 2013Q1 202236
THOMPSON SIEGEL & WALMSLEY LLC 2550.00%0.00%0.00%Q2 2013Q3 202336
KWMG, LLC 36362.36%4.96%8.38%Q4 2014Q3 202336
CAPTRUST FINANCIAL ADVISORS 2820.00%0.53%1.33%Q4 2013Q3 202336
CUTLER INVESTMENT COUNSEL LLC 3061.97%4.74%7.18%Q2 2013Q3 202336
Joel Isaacson & Co., LLC 3510.00%0.07%0.13%Q4 2012Q3 202336
Sigma Planning Corp 36360.05%0.15%0.30%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.11%0.93%1.47%Q4 2014Q3 202336
CLEAR INVESTMENT RESEARCH, LLC 35350.24%1.60%9.23%Q1 2015Q3 202335
Country Club Trust Company, n.a. 35350.04%0.08%0.51%Q2 2013Q4 202135
Voya Financial Advisors, Inc. 35350.16%0.64%2.51%Q1 2015Q3 202335
Addison Capital Co 2960.11%0.24%0.35%Q4 2013Q3 202235
Diversified Portfolios, Inc. 2697.60%13.02%18.45%Q4 2014Q3 202335
Altavista Wealth Management, Inc. 35350.07%0.90%2.00%Q2 2013Q4 202135
Legacy Capital Partners, Inc. 3320.07%0.24%0.43%Q2 2013Q1 202235
Argent Trust Co 35350.05%0.17%0.63%Q1 2015Q3 202335
Valmark Advisers, Inc. 35350.02%0.71%1.53%Q1 2015Q3 202335
Sandy Spring Bank 2610.00%0.01%0.03%Q2 2014Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.04%0.08%Q2 2013Q4 202135
Allworth Financial LP 35350.01%2.14%7.72%Q1 2015Q3 202335
Alexandria Capital, LLC 34340.03%0.65%1.92%Q2 2013Q3 202134
Pointe Capital Management LLC 2770.37%1.46%3.17%Q1 2015Q3 202334
Ameritas Investment Partners, Inc. 18160.00%0.00%0.01%Q4 2014Q3 202334
Homrich & Berg 34340.14%1.18%11.79%Q2 2013Q3 202134
Patten Group, Inc. 34340.01%0.17%0.47%Q2 2015Q3 202334
Carlton Hofferkamp & Jenks Wealth Management, LLC 34340.36%0.76%1.50%Q2 2015Q3 202334
Gradient Investments LLC 2440.00%0.01%0.02%Q3 2014Q3 202334
Brookstone Capital Management 34340.02%0.38%1.50%Q2 2015Q3 202334
PINNACLE FINANCIAL PARTNERS INC 34340.05%0.15%0.48%Q2 2015Q3 202334
Fiduciary Group LLC 34340.39%4.61%10.66%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.08%0.22%0.51%Q2 2015Q3 202334
Goelzer Investment Management, Inc. 34340.03%0.10%0.27%Q3 2014Q4 202234
New England Private Wealth Advisors LLC 34340.66%1.01%2.46%Q4 2012Q1 202134
WEDBUSH SECURITIES INC 20140.03%0.13%0.34%Q3 2014Q3 202334
First Heartland Consultants, Inc. 3210.05%0.78%2.44%Q2 2013Q3 202334
ST GERMAIN D J CO INC 3030.00%0.62%1.04%Q3 2015Q4 202333
Perigon Wealth Management, LLC 1610.02%0.31%0.52%Q3 2011Q3 202333
ASSETMARK, INC 1720.00%0.44%4.61%Q3 2013Q3 202333
EVERMAY WEALTH MANAGEMENT LLC 3210.06%0.29%2.08%Q1 2015Q2 202333
Endurance Wealth Management, Inc. 33330.00%0.08%0.48%Q2 2015Q2 202333
MML INVESTORS SERVICES, LLC 2670.31%1.32%5.21%Q2 2015Q3 202333
REGENTATLANTIC CAPITAL LLC 2110.02%0.08%0.28%Q2 2013Q3 202233
Parkside Financial Bank & Trust 33330.53%0.94%1.78%Q3 2015Q3 202333
FIRST NATIONAL BANK OF OMAHA 3120.01%0.04%0.09%Q1 2015Q3 202333
Bison Wealth, LLC 3210.04%1.94%4.85%Q1 2015Q2 202333
VALLEY NATIONAL ADVISERS INC 2750.00%0.15%0.59%Q4 2014Q4 202232
Affiance Financial, LLC 32320.01%8.76%15.46%Q1 2015Q4 202232
Cetera Investment Advisers 32320.27%0.77%2.23%Q4 2015Q3 202332
BNP PARIBAS FINANCIAL MARKETS 3020.00%0.01%0.06%Q3 2015Q3 202332
MERIDIAN INVESTMENT COUNSEL INC. 32320.18%0.29%0.43%Q4 2015Q3 202332
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 32320.03%0.07%0.36%Q2 2013Q1 202132
ARCADIA INVESTMENT MANAGEMENT CORP/MI 32320.12%0.50%1.35%Q4 2015Q3 202332
Coe Capital Management, LLC 3110.64%2.57%5.19%Q2 2013Q2 202132
JOHN G ULLMAN & ASSOCIATES INC 3110.05%0.14%0.26%Q2 2013Q3 202332
BBVA USA Bancshares, Inc. 32320.09%0.58%1.36%Q2 2013Q1 202132
Moisand Fitzgerald Tamayo, LLC 32320.07%0.83%2.24%Q4 2015Q3 202332
Day & Ennis, LLC 32322.79%5.86%11.64%Q4 2015Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.18%0.63%1.30%Q4 2015Q3 202332
Avior Wealth Management, LLC 2570.13%0.69%1.18%Q3 2015Q3 202332
Annex Advisory Services, LLC 3110.02%1.38%7.57%Q2 2013Q3 202332
MITCHELL SINKLER & STARR/PA 2480.28%1.47%3.14%Q3 2014Q3 202232
Anchor Investment Management, LLC 32320.06%0.35%1.12%Q1 2016Q4 202332
Colorado Capital Management, Inc. 32322.67%4.02%5.78%Q4 2015Q3 202332
Advisors Preferred, LLC 1610.01%1.27%16.24%Q4 2013Q2 202231
East Coast Asset Management, LLC. 31310.11%1.98%8.89%Q4 2012Q2 202031
TRUST CO OF VIRGINIA /VA 2830.03%1.03%2.35%Q4 2013Q2 202231
CAPITAL CITY TRUST CO/FL 31310.08%0.31%0.72%Q1 2015Q3 202231
SECURITY NATIONAL TRUST CO 31310.01%0.01%0.01%Q1 2014Q3 202131
Geneos Wealth Management Inc. 31310.02%0.08%0.31%Q1 2016Q3 202331
Simplicity Solutions, LLC 2290.06%0.36%1.10%Q4 2015Q3 202331
Veritable, L.P. 2220.01%0.03%0.05%Q4 2012Q2 202331
Newman Dignan & Sheerar, Inc. 2830.01%0.32%3.28%Q1 2015Q1 202331
SIGNET FINANCIAL MANAGEMENT, LLC 2650.06%0.33%1.94%Q4 2014Q3 202231
Morningstar Investment Services LLC 31310.68%2.06%3.78%Q1 2016Q3 202331
IFP Advisors, Inc 17140.03%0.11%0.24%Q4 2015Q3 202331
GIRARD PARTNERS LTD. 1410.00%0.11%0.24%Q4 2013Q3 202331
BlackRock Inc. 31310.00%0.00%0.00%Q4 2015Q2 202331
NEXT Financial Group, Inc 31310.00%0.61%2.29%Q2 2014Q4 202131
Jacobi Capital Management LLC 30300.04%0.13%0.39%Q2 2016Q3 202330
BEACON INVESTMENT ADVISORY SERVICES, INC. 30300.02%0.13%0.46%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.14%0.38%0.84%Q2 2013Q3 202030
FCG ADVISORS, LLC 30300.16%0.55%1.19%Q2 2013Q3 202030
QUANTUM CAPITAL MANAGEMENT 30300.60%2.62%11.60%Q2 2013Q3 202030
Burt Wealth Advisors 2550.00%0.08%0.42%Q4 2014Q3 202330
WBH ADVISORY INC 2510.07%0.43%1.29%Q3 2015Q3 202330
COLDSTREAM CAPITAL MANAGEMENT INC 1520.01%0.14%0.39%Q2 2013Q3 202330
ETRADE Capital Management LLC 30300.75%1.44%3.19%Q2 2013Q3 202030
Transamerica Financial Advisors, Inc. 2110.00%0.15%1.69%Q2 2013Q3 202330
ALPHA WINDWARD LLC 30301.20%1.61%2.06%Q2 2013Q3 202030
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1620.01%0.05%0.18%Q2 2013Q1 202230
EXENCIAL WEALTH ADVISORS, LLC 2110.04%0.08%0.18%Q1 2013Q3 202330
Snowden Capital Advisors LLC 2280.04%0.44%1.85%Q1 2016Q3 202330
TORONTO DOMINION BANK 19110.00%0.00%0.11%Q3 2014Q1 202230
HEADINVEST, LLC 18120.37%1.84%4.54%Q1 2015Q3 202330
BLAIR WILLIAM & CO/IL 30300.02%0.06%0.20%Q2 2016Q3 202330
Brinker Capital Investments, LLC 2140.00%0.38%1.40%Q2 2013Q4 202230
CULBERTSON A N & CO INC 29290.07%0.74%1.66%Q3 2016Q3 202329
Callan Capital, LLC 2720.17%0.97%2.70%Q2 2013Q2 202329
Stonehearth Capital Management, LLC 29290.10%1.42%2.63%Q4 2014Q4 202129
Domani Wealth, LLC 2720.07%9.23%24.58%Q4 2015Q1 202329
BROWN BROTHERS HARRIMAN & CO 1210.00%0.00%0.00%Q1 2013Q3 202329
Private Ocean, LLC 1410.00%9.02%22.36%Q1 2015Q4 202229
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
GOULD ASSET MANAGEMENT LLC /CA/ 2010.09%0.34%0.90%Q2 2013Q2 202229
Plancorp, LLC 2810.12%1.39%12.75%Q2 2014Q3 202329
HOLLENCREST CAPITAL MANAGEMENT 15140.02%0.12%0.51%Q4 2013Q3 202329
BOK Financial Private Wealth, Inc. 18110.04%0.17%0.48%Q2 2016Q3 202329
NORTHERN TRUST CORP 1570.00%0.01%0.08%Q4 2013Q3 202329
Blume Capital Management, Inc. 2360.00%0.01%0.03%Q4 2013Q1 202329
Dynamic Advisor Solutions LLC 2310.12%0.22%0.35%Q1 2014Q3 202329
Relative Value Partners Group, LLC 29290.03%0.56%2.95%Q3 2016Q3 202329
Horan Securities, Inc. 2270.01%2.29%8.08%Q1 2016Q2 202329
JUNCTURE WEALTH STRATEGIES, LLC 29290.24%1.55%3.53%Q4 2016Q4 202329
GREATMARK INVESTMENT PARTNERS, INC. 2450.07%0.16%0.43%Q2 2013Q1 202229
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2610.00%0.00%0.01%Q2 2013Q1 202229
Hilltop Holdings Inc. 2720.03%0.20%0.50%Q2 2013Q4 202029
Asset Dedication, LLC 2210.00%0.02%0.15%Q4 2015Q3 202329
COURIER CAPITAL LLC 29290.03%0.06%0.09%Q2 2013Q2 202029
SCHWARTZ INVESTMENT COUNSEL INC 1330.06%0.13%0.17%Q2 2013Q3 202329
Alpha Cubed Investments, LLC 29290.03%0.10%0.24%Q3 2016Q3 202329
HOWLAND CAPITAL MANAGEMENT LLC 2180.03%0.89%2.21%Q2 2013Q3 202329
Symmetry Partners, LLC 29291.20%2.49%4.21%Q4 2016Q4 202329
WEST PACES ADVISORS INC. 28280.01%1.45%6.26%Q4 2016Q3 202328
WMS Partners, LLC 2260.03%0.07%0.21%Q2 2013Q3 202128
Cornerstone Wealth Management, LLC 2530.18%1.01%1.91%Q3 2016Q3 202328
MOTCO 2210.00%0.01%0.05%Q2 2013Q3 202328
Connecticut Wealth Management, LLC 2530.04%0.34%1.05%Q3 2016Q3 202328
Gilbert & Cook, Inc. 28280.05%0.28%1.01%Q4 2016Q3 202328
Freedom Investment Management, Inc. 1820.02%0.38%0.85%Q1 2013Q3 202328
Parallel Advisors, LLC 28280.10%0.56%2.10%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.02%0.04%Q1 2016Q4 202228
Ridgewood Investments LLC 28280.36%0.51%0.77%Q4 2016Q3 202328
Penobscot Investment Management Company, Inc. 1910.03%0.26%0.47%Q2 2013Q3 202328
LVW Advisors, LLC 28280.07%0.36%0.83%Q4 2014Q3 202128
FAGAN ASSOCIATES, INC. 15130.20%0.75%1.78%Q3 2015Q1 202328
Alpha Omega Wealth Management LLC 28280.01%0.26%0.69%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.09%0.18%0.41%Q4 2016Q3 202328
TCTC Holdings, LLC 1420.15%0.90%1.44%Q2 2013Q3 202328
AE Wealth Management LLC 28280.06%0.24%0.74%Q4 2016Q3 202328
Betterment LLC 28280.01%0.04%0.07%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28281.24%2.37%5.50%Q4 2016Q3 202328
WOODMONT INVESTMENT COUNSEL LLC 1170.03%0.15%1.00%Q2 2015Q3 202328
Steward Partners Investment Advisory, LLC 28280.02%0.10%0.41%Q4 2016Q3 202328
INVESTMENT PARTNERS, LTD. 2710.08%0.94%2.80%Q1 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.02%0.05%0.09%Q2 2013Q1 202028
REDW Wealth LLC 28280.72%7.32%25.02%Q4 2016Q3 202328
JNBA Financial Advisors 2110.00%0.46%3.45%Q2 2013Q3 202328
IHT Wealth Management, LLC 28280.03%0.25%1.14%Q4 2016Q3 202328
Hapanowicz & Associates Financial Services, Inc 28280.59%24.11%44.37%Q4 2016Q3 202328
Violich Capital Management, Inc. 27270.08%0.28%1.33%Q4 2015Q2 202227
Sequoia Financial Advisors, LLC 2520.01%0.05%0.18%Q3 2016Q3 202327
ANCHOR CAPITAL ADVISORS LLC 27270.08%0.43%1.12%Q1 2017Q3 202327
Wela Strategies, Inc. 2611.46%3.86%23.18%Q1 2017Q4 202327
IBERIABANK CORP 2250.10%1.64%7.17%Q2 2013Q2 202027
OPPENHEIMER ASSET MANAGEMENT INC. 27270.04%0.07%0.10%Q1 2017Q3 202327
Roundview Capital LLC 2520.23%1.02%1.41%Q2 2016Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.12%0.56%1.28%Q4 2016Q2 202327
Allen Investment Management, LLC 27270.02%0.21%0.83%Q1 2017Q3 202327
VICTORY CAPITAL MANAGEMENT INC 17100.00%0.05%0.25%Q4 2014Q3 202327
AUA CAPITAL MANAGEMENT, LLC 27271.14%2.23%3.86%Q1 2017Q3 202327
Freestone Capital Holdings, LLC 27270.15%2.16%4.70%Q1 2017Q3 202327
Sage Advisory Services, Ltd.Co. 1720.06%2.03%7.70%Q2 2013Q3 202327
Pacific Center for Financial Services 2430.06%0.21%1.12%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.11%0.17%0.24%Q4 2016Q3 202327
AlphaMark Advisors, LLC 1170.00%0.06%0.07%Q2 2013Q2 202027
Meridian Wealth Management, LLC 1980.05%0.20%0.76%Q4 2016Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 2520.02%0.24%1.14%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.65%0.84%1.44%Q2 2013Q4 201927
CWM, LLC 1720.00%0.04%0.15%Q4 2015Q3 202327
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1910.07%0.40%1.43%Q3 2013Q4 202127
MYCIO WEALTH PARTNERS, LLC 27270.07%0.11%0.18%Q2 2013Q4 201927
Capital Analysts, LLC 2610.00%0.28%0.86%Q4 2016Q3 202327
Highland Private Wealth Management 1890.14%2.32%7.22%Q4 2015Q3 202227
ASPIRIANT, LLC 27270.06%0.14%0.40%Q1 2017Q3 202327
Financial Architects, Inc 1610.01%0.11%0.31%Q1 2016Q2 202327
Continuum Advisory, LLC 27270.14%0.82%1.45%Q1 2017Q3 202327
Frontier Wealth Management LLC 1890.04%0.57%1.59%Q4 2014Q2 202227
Kelman-Lazarov, Inc. 1820.03%0.96%3.99%Q3 2016Q3 202326
STALEY CAPITAL ADVISERS INC 26260.08%0.24%0.49%Q1 2017Q2 202326
BRAVE ASSET MANAGEMENT INC 2150.01%0.56%1.14%Q4 2013Q1 202226
Kingsview Wealth Management, LLC 2060.08%0.23%0.41%Q1 2017Q3 202326
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 26260.05%0.41%1.04%Q2 2017Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 2510.04%0.14%0.49%Q3 2014Q4 202326
VANGUARD GROUP INC 1810.00%0.00%0.00%Q3 2014Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.27%0.60%0.91%Q2 2013Q3 201926
RWA WEALTH PARTNERS, LLC 2420.01%2.01%8.28%Q4 2016Q3 202326
Arete Wealth Advisors, LLC 1350.04%0.25%0.54%Q4 2013Q3 202326
FIRST HAWAIIAN BANK 26260.05%0.35%0.75%Q2 2017Q3 202326
Boston Trust Walden Corp 26260.00%0.01%0.03%Q2 2016Q3 202226
Bridgeworth, LLC 2330.05%0.50%3.46%Q4 2016Q3 202326
SUNTRUST BANKS INC 26260.28%0.46%0.60%Q2 2013Q3 201926
EFG Asset Management (Americas) Corp. 26260.03%0.83%2.23%Q3 2014Q4 202026
Carroll Financial Associates, Inc. 2420.01%0.02%0.03%Q3 2013Q4 202126
BB&T SECURITIES, LLC 26260.05%0.08%0.22%Q2 2013Q3 201926
American Research & Management Co. 2310.03%0.12%0.32%Q4 2014Q3 202226
NewEdge Advisors, LLC 26260.05%0.26%0.58%Q2 2017Q3 202326
MEEDER ASSET MANAGEMENT INC 26260.00%0.68%4.92%Q1 2016Q2 202226
SEIZERT CAPITAL PARTNERS, LLC 2330.02%0.10%0.15%Q2 2013Q3 202326
WASHINGTON TRUST BANK 1080.00%0.17%1.88%Q3 2014Q3 202326
Shamrock Asset Management LLC 26260.04%0.13%0.42%Q2 2013Q3 201926
Bray Capital Advisors 2320.00%0.02%0.03%Q2 2015Q3 202325
Mosaic Family Wealth, LLC 25250.42%0.83%3.16%Q4 2015Q4 202125
BDO Wealth Advisors, LLC 25250.00%1.56%3.78%Q2 2017Q2 202325
Kistler-Tiffany Companies, LLC 2410.00%0.02%0.21%Q1 2015Q2 202325
Wealthcare Advisory Partners LLC 25250.02%0.04%0.08%Q3 2017Q3 202325
HSBC HOLDINGS PLC 25250.00%0.00%0.01%Q3 2014Q3 202025
Estate Counselors, LLC 1210.05%2.95%10.93%Q2 2013Q3 202325
WHITTIER TRUST CO 2230.00%0.10%0.22%Q1 2017Q3 202325
BINGHAM OSBORN & SCARBOROUGH LLC 25250.02%0.03%0.04%Q3 2014Q3 202025
STEPHENS INC /AR/ 2230.04%0.07%0.21%Q2 2013Q3 202325
Winch Advisory Services, LLC 2410.00%0.22%2.61%Q1 2015Q3 202225
Hanlon Investment Management, Inc. 1310.02%1.07%3.52%Q3 2014Q3 202325
FIRST FINANCIAL CORP /IN/ 1250.01%0.05%0.09%Q3 2014Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 14110.00%0.02%0.06%Q2 2017Q3 202325
Patriot Financial Group Insurance Agency, LLC 2410.01%0.08%0.22%Q2 2017Q3 202325
UMB Bank, n.a. 2110.01%0.04%0.06%Q4 2014Q3 202325
CHEMICAL BANK 25250.06%0.12%0.23%Q2 2013Q2 201925
Laurel Wealth Advisors, Inc. 1520.06%0.19%0.44%Q4 2015Q4 202225
TIAA, FSB 25250.04%2.50%9.89%Q2 2017Q2 202325
Kavar Capital Partners, LLC 2210.17%0.67%1.09%Q4 2013Q3 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.38%0.63%0.98%Q4 2017Q3 202324
North Star Investment Management Corp. 1770.00%0.02%0.04%Q3 2017Q3 202324
Hugh Johnson Advisors LLC 24240.06%0.76%1.12%Q3 2013Q2 201924
McIlrath & Eck, LLC 24240.04%0.07%0.15%Q4 2017Q3 202324
Intellectus Partners, LLC 1920.06%0.30%0.80%Q1 2017Q3 202324
Integrated Wealth Concepts LLC 24240.08%0.18%0.48%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24241.34%1.67%2.00%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 24240.57%1.39%1.81%Q4 2017Q3 202324
Lutz Financial Services LLC 24241.19%4.67%9.75%Q4 2017Q3 202324
Slow Capital, Inc. 24240.12%0.59%0.99%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.06%0.27%0.97%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.03%0.35%0.89%Q4 2016Q3 202324
BOKF, NA 1590.02%0.06%0.17%Q3 2017Q3 202324
PrairieView Partners, LLC 24246.34%6.95%8.46%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.84%2.46%3.48%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.40%1.03%2.73%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.08%0.25%0.54%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.44%0.60%0.90%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24241.56%3.49%5.94%Q4 2017Q3 202324
IFG Advisory, LLC 24240.47%0.72%1.10%Q4 2017Q3 202324
Johanson Financial Advisors, Inc. 24240.07%3.98%28.87%Q4 2015Q3 202124
Front Row Advisors LLC 24240.06%0.14%0.26%Q4 2017Q3 202324
Greenwich Wealth Management LLC 24240.02%0.22%0.47%Q2 2013Q1 201924
MONETA GROUP INVESTMENT ADVISORS LLC 1910.00%0.06%0.14%Q4 2016Q3 202324
CNB Bank 24240.02%0.06%0.16%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.13%0.38%0.80%Q4 2017Q3 202324
Barrett Asset Management, LLC 24240.00%0.00%0.00%Q4 2015Q3 202124
Trust Co 14100.02%0.32%1.48%Q3 2016Q3 202224
CIBC WORLD MARKET INC. 1910.00%0.01%0.02%Q3 2016Q3 202324
AdvisorNet Financial, Inc 24240.01%0.04%0.11%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.66%1.45%2.56%Q4 2017Q3 202324
UNITED BANK 24240.10%0.15%0.24%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
Larson Financial Group LLC 24240.16%0.76%2.33%Q4 2017Q3 202324
ALLIANCEBERNSTEIN L.P. 2310.00%0.00%0.02%Q3 2014Q4 202024
OneDigital Investment Advisors LLC 1860.02%0.11%0.41%Q2 2017Q3 202324
Armbruster Capital Management, Inc. 13100.00%0.28%1.50%Q4 2015Q2 202323
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 23230.16%0.74%1.38%Q1 2018Q3 202323
CALTON & ASSOCIATES, INC. 23230.41%0.63%0.90%Q4 2017Q2 202323
NORTHSTAR INVESTMENT ADVISORS LLC 2120.06%1.96%3.32%Q2 2013Q1 201923
CreativeOne Wealth, LLC 23231.47%1.92%2.73%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.03%0.06%Q1 2018Q3 202323
Acorn Wealth Advisors, LLC 23230.15%0.23%0.46%Q4 2017Q2 202323
Aries Wealth Management 1760.50%0.90%1.84%Q4 2017Q3 202323
LAKE STREET ADVISORS GROUP, LLC 1580.14%0.26%0.45%Q4 2017Q3 202323
Belpointe Asset Management LLC 1610.02%0.12%0.29%Q3 2017Q3 202323
Ackerman Capital Advisors, LLC 2010.03%2.07%3.22%Q2 2017Q3 202323
Doyle Wealth Management 23231.53%2.80%4.54%Q1 2017Q3 202223
Fortis Advisors, LLC 1940.01%3.75%9.09%Q3 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.73%1.88%Q1 2018Q3 202323
Whitegate Investment Counselors, Inc. 2210.06%0.10%0.13%Q1 2014Q3 202123
AMG National Trust Bank 1010.01%0.04%0.15%Q1 2016Q3 202323
HL FINANCIAL SERVICES LLC 1850.14%0.66%1.44%Q2 2013Q1 201923
Garde Capital, Inc. 23230.10%0.17%0.24%Q4 2014Q2 202023
Neuberger Berman Group LLC 1010.00%0.00%0.01%Q2 2013Q3 202323
Avidian Wealth Solutions, LLC 960.04%0.32%1.35%Q3 2015Q3 202323
Fiera Capital Corp 23230.00%0.00%0.01%Q1 2018Q3 202323
JANE STREET GROUP, LLC 910.00%0.03%0.14%Q1 2014Q3 202323
Arbor Investment Advisors, LLC 23231.21%3.19%5.65%Q1 2018Q3 202323
Lourd Capital, LLC 1940.03%0.05%0.13%Q2 2013Q2 201923
PLANNING DIRECTIONS INC 14814.57%24.15%34.02%Q1 2018Q3 202322
JOHNSON INVESTMENT COUNSEL INC 2020.00%0.01%0.02%Q2 2013Q4 201822
Simmons Bank 1910.11%0.56%1.01%Q2 2017Q3 202322
Rodgers Brothers Inc. 22220.05%0.07%0.09%Q2 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.02%0.03%Q2 2018Q3 202322
FRANKLIN RESOURCES INC 1480.00%0.00%0.00%Q3 2015Q3 202322
AMERICAN NATIONAL BANK 22220.46%1.00%1.44%Q2 2013Q3 201822
Alaska Wealth Advisors 1230.03%1.62%2.38%Q4 2017Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 22220.01%0.07%0.12%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.11%0.28%0.51%Q2 2018Q3 202322
VICUS CAPITAL 22220.06%0.18%0.39%Q2 2014Q3 201922
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.18%0.66%1.34%Q2 2018Q3 202322
FIRST CITIZENS BANK & TRUST CO 1660.01%0.11%0.21%Q4 2016Q2 202322
McCutchen Group LLC 22221.84%3.11%4.88%Q2 2017Q3 202222
Schneider Downs Wealth Management Advisors, LP 22220.07%0.67%2.50%Q4 2015Q1 202122
SMITH, MOORE & CO. 1570.03%0.09%0.20%Q3 2017Q1 202322
Mangham Associates,LLC 1570.50%1.57%5.88%Q4 2017Q3 202322
Partnervest Advisory Services LLC 22220.30%0.49%0.71%Q2 2015Q3 202022
Claybrook Capital, LLC 950.00%0.26%0.46%Q4 2017Q3 202322
Stadion Money Management, LLC 22220.85%1.81%3.61%Q2 2013Q3 201822
1832 Asset Management L.P. 22220.00%0.00%0.00%Q2 2015Q3 202022
Icon Wealth Partners, LLC 1930.03%0.13%0.74%Q4 2017Q3 202322
Ausdal Financial Partners, Inc. 1290.08%0.34%0.67%Q4 2015Q3 202221
PROFFITT & GOODSON INC 21210.43%0.55%0.69%Q3 2018Q3 202321
Calamos Wealth Management LLC 21210.15%0.68%1.84%Q3 2018Q3 202321
Smith & Howard Wealth Management, LLC 1830.17%0.42%0.77%Q1 2018Q3 202321
AFAM CAPITAL, INC. 21210.04%1.55%4.94%Q2 2013Q2 201821
WEALTHSOURCE PARTNERS, LLC 1380.02%0.22%0.37%Q3 2016Q1 202221
Mosaic Financial Partners, Inc. 21210.91%2.09%2.94%Q2 2013Q2 201821
People's United Financial, Inc. 1720.01%0.06%0.12%Q2 2013Q4 202121
C-J Advisory, Inc. 21214.97%5.47%6.76%Q3 2016Q3 202121
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1830.03%0.04%0.12%Q1 2016Q3 202321
Brookmont Capital Management 1010.05%0.11%0.19%Q2 2013Q3 202321
Banco Santander, S.A. 1830.00%0.03%0.08%Q2 2018Q3 202321
SADOFF INVESTMENT MANAGEMENT LLC 21210.23%0.37%0.55%Q3 2017Q3 202221
Arlington Partners LLC 21210.06%0.17%0.38%Q4 2017Q4 202221
CAMDEN NATIONAL BANK 21210.06%0.09%0.15%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.30%1.49%Q1 2017Q3 202321
Wealthquest Corp 1240.04%0.64%1.50%Q4 2014Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.50%0.85%1.33%Q3 2018Q3 202321
Oliver Luxxe Assets LLC 820.07%0.35%0.94%Q4 2015Q1 202321
Confluence Wealth Management LLC 21210.27%0.98%2.25%Q3 2015Q3 202021
TWO SIGMA SECURITIES, LLC 610.00%0.12%0.63%Q4 2014Q4 202221
Covington Capital Management 21210.12%0.22%0.31%Q3 2017Q3 202221
Camelot Portfolios, LLC 1310.10%1.34%6.91%Q2 2013Q3 202121
Richard Bernstein Advisors LLC 21210.00%0.10%1.29%Q3 2016Q3 202121
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.01%0.03%0.06%Q3 2018Q3 202321
Peak Asset Management, LLC 1610.06%0.93%3.81%Q3 2016Q4 202221
Burleson & Company, LLC 21211.03%1.88%3.42%Q4 2017Q4 202221
NATIXIS 1830.00%0.01%0.02%Q4 2016Q1 202221
GABLES CAPITAL MANAGEMENT INC. 2010.00%0.00%0.03%Q2 2018Q3 202321
Alaska Permanent Capital Management 1130.02%1.38%4.30%Q3 2013Q3 202321
Financial Enhancement Group LLC 20200.01%2.76%9.45%Q2 2015Q1 202020
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.08%0.76%Q4 2014Q3 201920
Strategic Investment Advisors / MI 20200.56%1.27%2.55%Q4 2018Q3 202320
BerganKDV Wealth Management, LLC 1040.00%0.05%0.14%Q4 2016Q2 202320
Graves Light Lenhart Wealth, Inc. 20202.45%4.13%6.14%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.02%0.06%Q4 2013Q3 201820
IndexIQ Advisors LLC 20202.74%9.90%19.79%Q2 2013Q1 201820
FIRST MERCHANTS CORP 1460.02%0.27%1.11%Q3 2017Q3 202320
Stratos Wealth Advisors, LLC 20200.10%0.20%0.34%Q4 2018Q3 202320
Pure Financial Advisors, LLC 710.03%0.55%2.81%Q1 2016Q4 202320
Archer Investment Corp 20200.22%0.29%0.41%Q4 2018Q3 202320
FIRST AMERICAN TRUST, FSB 20200.06%0.83%1.60%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.07%0.23%0.43%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.09%0.23%Q4 2018Q3 202320
WADE G W & INC 20200.02%0.03%0.05%Q3 2015Q2 202020
WealthShield Partners, LLC 1550.01%0.12%0.34%Q4 2017Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20200.73%1.10%1.86%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.54%0.74%0.92%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.19%0.32%Q4 2017Q4 202220
American Portfolios Advisors 20200.12%0.20%0.42%Q4 2017Q3 202220
Bay Harbor Wealth Management, LLC 20205.24%6.16%6.77%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20205.72%8.54%15.41%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.09%0.22%0.43%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.20%0.76%Q4 2018Q3 202320
Windham Capital Management, LLC 1310.13%4.59%12.85%Q2 2013Q4 202020
AVANTAX ADVISORY SERVICES, INC. 20200.01%1.75%5.99%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.04%0.10%Q4 2018Q3 202320
Raab & Moskowitz Asset Management LLC 1210.02%0.11%0.16%Q4 2014Q4 202120
Palisades Hudson Asset Management, L.P. 20200.12%0.19%0.25%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
ELEMENT POINTE ADVISORS, LLC 20200.24%0.44%0.78%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.02%0.04%Q1 2016Q4 202020
ENTERPRISE FINANCIAL SERVICES CORP 1910.00%0.04%0.09%Q2 2013Q3 202020
PARK AVENUE SECURITIES LLC 1410.03%0.12%0.24%Q1 2016Q3 202320
Human Investing LLC 20202.16%4.69%7.37%Q4 2018Q3 202320
Wellesley Investment Partners, LLC 20204.88%8.91%10.88%Q4 2015Q3 202020
Aspire Private Capital, LLC 20201.77%2.49%3.01%Q4 2018Q3 202320
Ellevest, Inc. 20201.14%1.33%1.59%Q4 2018Q3 202320
Rehmann Capital Advisory Group 1110.04%0.12%0.26%Q2 2017Q3 202320
Beacon Pointe Advisors, LLC 20200.20%0.69%1.93%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.16%0.93%2.74%Q4 2016Q3 202120
SEI INVESTMENTS CO 1010.00%0.01%0.02%Q4 2014Q4 202020
COMERICA SECURITIES,INC. 19190.64%0.99%1.36%Q1 2019Q3 202319
Krilogy Financial LLC 910.02%0.10%0.42%Q1 2016Q1 202219
Strategic Financial Services, Inc, 1450.03%0.26%0.95%Q2 2016Q3 202119
Capital Investment Advisory Services, LLC 1540.01%0.04%0.21%Q4 2018Q3 202319
Klingman & Associates, LLC 1010.01%0.03%0.09%Q4 2014Q1 202219
Choate Investment Advisors 19190.00%0.03%0.05%Q1 2019Q3 202319
JACOBSON & SCHMITT ADVISORS, LLC 1450.12%0.22%0.30%Q1 2016Q4 202019
Brown Advisory Securities, LLC 19190.07%0.20%1.46%Q1 2018Q3 202219
BENJAMIN EDWARDS INC 19190.00%0.16%1.25%Q1 2019Q3 202319
Dakota Wealth Management 19190.01%0.06%0.10%Q1 2019Q3 202319
LaFleur & Godfrey LLC 19190.06%0.49%4.25%Q2 2013Q4 201719
AEGON USA Investment Management, LLC 1090.07%2.77%10.06%Q2 2013Q3 202319
Cribstone Capital Management, LLC 1180.01%0.03%0.07%Q3 2017Q4 202219
FORTE CAPITAL LLC /ADV 19190.17%1.59%3.96%Q3 2014Q1 201919
Mutual Advisors, LLC 1710.02%0.22%0.38%Q2 2018Q3 202319
Granite Investment Advisors, LLC 19190.03%0.04%0.05%Q1 2017Q3 202119
Evensky & Katz LLC 19190.10%0.36%0.68%Q1 2019Q3 202319
New Capital Management LP 810.06%1.81%4.78%Q4 2016Q3 202319
SII INVESTMENTS INC/WI 19192.28%2.82%4.30%Q2 2013Q4 201719
RITHOLTZ WEALTH MANAGEMENT 19190.05%5.00%8.93%Q1 2019Q3 202319
Stratos Investment Management, LLC 19190.16%0.21%0.29%Q1 2019Q3 202319
KILEY JUERGENS WEALTH MANAGEMENT, LLC 1450.72%2.90%8.28%Q4 2017Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.24%0.36%0.54%Q2 2018Q4 202219
PACIFIC FINANCIAL GROUP INC 19190.04%0.76%2.88%Q1 2019Q3 202319
Private Capital Group, LLC 19190.40%1.13%1.42%Q4 2017Q2 202219
Tarbox Family Office, Inc. 1310.00%0.06%0.13%Q1 2015Q4 202119
NATIONAL PLANNING CORP 19190.79%1.75%3.46%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19194.63%6.75%8.22%Q2 2013Q4 201719
Bell Rock Capital LLC 1630.04%2.26%39.66%Q4 2016Q2 202219
TOMPKINS FINANCIAL CORP 940.00%0.01%0.04%Q4 2017Q3 202319
Evolution Wealth Advisors, LLC 1720.07%1.15%3.73%Q4 2018Q3 202319
Lindbrook Capital, LLC 1180.00%0.01%0.01%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.93%1.13%1.41%Q3 2018Q3 202319
Princeton Global Asset Management LLC 19190.01%0.03%0.04%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.09%0.17%0.29%Q4 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.02%0.14%0.25%Q4 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.34%0.86%1.67%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.11%1.41%2.27%Q1 2019Q3 202319
Realta Investment Advisors 19190.05%0.14%0.21%Q1 2019Q3 202319
1834 INVESTMENT ADVISORS CO 19190.00%0.01%0.03%Q4 2017Q2 202219
TSFG, LLC 19190.02%0.03%0.05%Q1 2019Q3 202319
PRENTISS SMITH & CO INC 19190.03%0.05%0.06%Q1 2014Q3 201819
DOWLING & YAHNKE LLC 1540.08%0.88%5.00%Q4 2017Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NOTTINGHAM ADVISORS, INC. 19190.85%2.04%4.54%Q4 2014Q2 201919
NORTHEAST INVESTMENT MANAGEMENT 1020.01%0.04%0.07%Q2 2013Q1 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.78%3.18%5.37%Q1 2019Q3 202319
CAPITAL ADVISORS INC/OK 1510.01%0.02%0.09%Q4 2016Q4 202219
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.03%0.05%Q2 2013Q4 201719
ADIRONDACK TRUST CO 19190.00%0.01%0.01%Q1 2019Q3 202319
WESBANCO BANK INC 1110.01%0.03%0.07%Q1 2014Q3 202319
LANDAAS & CO /WI /ADV 19190.12%0.19%0.33%Q3 2017Q1 202219
Invesco Ltd. 1810.00%0.00%0.00%Q2 2013Q2 201919
Citadel Advisors 710.00%0.01%0.07%Q3 2015Q2 202319
COUNTRY TRUST BANK 1410.00%0.01%0.02%Q2 2014Q4 202218
Boothe Investment Group, Inc. 1170.96%12.68%22.45%Q2 2018Q4 202218
Tortoise Investment Management, LLC 1170.00%0.02%0.05%Q1 2017Q3 202318
Financial Gravity Asset Management, Inc. 1210.00%0.84%2.37%Q3 2018Q3 202318
Vestmark Advisory Solutions, Inc. 18180.05%0.17%0.33%Q1 2019Q2 202318
Certified Advisory Corp 1120.02%0.19%0.64%Q4 2017Q4 202218
Ellenbecker Investment Group 18180.07%1.14%2.30%Q4 2017Q1 202218
Roble, Belko & Company, Inc 1210.01%0.01%0.02%Q4 2018Q3 202318
Savant Capital, LLC 18180.17%0.53%0.92%Q2 2019Q3 202318
FINANCIAL LIFE ADVISORS 990.14%0.99%3.32%Q4 2017Q3 202218
Verus Financial Partners, Inc. 1265.35%13.06%24.75%Q1 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.02%0.03%0.06%Q4 2015Q1 202018
Lee Financial Co 1350.00%0.02%0.08%Q4 2016Q3 202318
Commonwealth Equity Services, Inc 18180.16%0.33%0.74%Q2 2013Q3 201718
EP Wealth Advisors, LLC 1530.01%0.12%1.11%Q3 2018Q3 202318
MCMILLION CAPITAL MANAGEMENT INC 18180.20%0.32%0.58%Q1 2019Q2 202318
Asset Planning Services, Ltd. 18180.05%0.07%0.13%Q2 2015Q3 201918
Robinson Value Management, Ltd. 1210.17%0.32%0.52%Q4 2017Q3 202318
First Command Financial Services, Inc. 18180.00%0.81%14.48%Q1 2018Q2 202218
DIVIDEND ASSETS CAPITAL, LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
SVB WEALTH LLC 18180.00%0.07%0.19%Q2 2019Q3 202318
HALL LAURIE J TRUSTEE 1350.00%0.17%0.29%Q4 2018Q3 202318
TD ASSET MANAGEMENT INC 18180.00%0.00%0.00%Q4 2015Q1 202018
Man Group plc 1530.00%0.04%0.12%Q2 2018Q3 202318
Manchester Capital Management LLC 1120.00%0.00%0.01%Q2 2013Q1 202318
DELTA FINANCIAL ADVISORS LLC 18180.22%0.41%0.53%Q2 2019Q3 202318
KANAWHA CAPITAL MANAGEMENT LLC 18180.64%1.01%1.32%Q2 2019Q3 202318
RELIANCE TRUST CO OF DELAWARE 1170.46%1.05%3.33%Q2 2013Q1 201918
Capital Advisory Group Advisory Services, LLC 18180.09%1.13%2.13%Q1 2018Q2 202218
Concorde Asset Management, LLC 1120.14%0.37%1.33%Q4 2014Q3 202218
Semmax Financial Advisors Inc. 1711.44%2.31%4.10%Q4 2018Q3 202318
First Command Bank 18180.00%0.00%0.02%Q1 2018Q2 202218
SVA Wealth Management, LLC 18180.20%1.34%4.22%Q4 2013Q1 201818
DUBUQUE BANK & TRUST CO 1230.00%0.03%0.16%Q1 2014Q4 201918
Oakworth Capital, Inc. 18180.00%0.01%0.02%Q2 2019Q3 202318
VECTOR WEALTH MANAGEMENT, LLC 1710.17%16.33%29.74%Q4 2011Q4 201618
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.11%0.25%1.74%Q3 2015Q3 202218
Resource Planning Group 18180.50%3.56%12.51%Q2 2019Q3 202318
McNamara Financial Services, Inc. 1340.05%0.09%0.17%Q1 2016Q3 202317
SEGALL BRYANT & HAMILL, LLC 620.00%0.01%0.03%Q1 2013Q2 202317
BEACON TRUST CO 17170.17%0.40%0.63%Q1 2013Q1 201717
PRIO WEALTH LIMITED PARTNERSHIP 17170.45%0.70%0.92%Q3 2019Q3 202317
VAUGHAN DAVID INVESTMENTS LLC/IL 920.01%0.02%0.03%Q3 2013Q1 202217
PHILADELPHIA TRUST CO 1340.06%0.25%0.48%Q2 2016Q3 202017
FAIRFIELD, BUSH & CO. 1010.03%0.86%4.79%Q2 2013Q2 202317
DEARBORN PARTNERS LLC 17170.01%0.02%0.05%Q3 2019Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1520.11%1.67%2.11%Q2 2013Q3 201717
Plante Moran Financial Advisors, LLC 410.00%0.05%0.70%Q4 2015Q1 202317
Crestwood Advisors Group, LLC 1610.00%0.19%0.69%Q1 2017Q3 202317
Busey Bank 17170.01%0.02%0.04%Q3 2019Q3 202317
Westover Capital Advisors, LLC 17170.22%0.49%0.80%Q2 2013Q2 201717
Pinnacle Advisory Group, Inc. 910.02%0.04%0.12%Q3 2015Q1 202117
iAB Financial Bank 17170.16%0.43%0.64%Q2 2013Q2 201717
AFT, FORSYTH & COMPANY, INC. 1520.12%0.27%0.36%Q2 2013Q2 202117
Private Wealth Group, LLC 17170.31%0.90%1.55%Q3 2019Q3 202317
Clean Yield Group 920.00%0.02%0.06%Q4 2018Q3 202317
WFG Advisors, LP 17170.00%0.09%0.23%Q2 2013Q2 201717
Weatherstone Capital Management 1340.18%1.66%4.05%Q2 2013Q4 201717
RAND WEALTH, LLC 1252.84%4.15%5.32%Q2 2014Q3 201817
Visionary Asset Management, Inc. 17170.17%2.65%9.19%Q4 2014Q4 201817
Stratford Consulting, LLC 1160.09%0.16%0.22%Q4 2015Q1 202017
Cordasco Financial Network 17170.00%0.01%0.02%Q2 2018Q2 202217
B. Riley Wealth Management, Inc. 810.00%0.10%0.40%Q1 2014Q4 202117
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 830.05%0.08%0.12%Q4 2015Q4 202017
Glassman Wealth Services 1510.00%0.01%0.10%Q3 2016Q2 202217
First PREMIER Bank 1520.00%0.30%0.68%Q3 2018Q3 202317
RETIREMENT CAPITAL STRATEGIES 1340.16%0.56%0.74%Q4 2014Q1 201917
Nicholas Hoffman & Company, LLC. 740.01%0.08%0.29%Q3 2016Q3 202317
Cascade Investment Advisors, Inc. 910.22%0.37%0.64%Q3 2018Q3 202317
Sterling Investment Advisors, Ltd. 17170.01%0.02%0.04%Q2 2018Q2 202217
Brickley Wealth Management 17177.30%11.09%17.18%Q4 2017Q4 202117
Valeo Financial Advisors, LLC 1430.00%0.01%0.02%Q4 2017Q4 202217
Bedel Financial Consulting, Inc. 17170.00%0.01%0.01%Q1 2018Q1 202217
Windsor Wealth Management, Inc. 17170.16%2.28%4.16%Q3 2019Q3 202317
Baldrige Asset Management LLC 17170.34%1.53%4.06%Q1 2019Q1 202317
TimeScale Financial, Inc. 17170.00%0.01%0.03%Q2 2019Q2 202317
Wolff Financial Management LLC 1010.08%0.26%0.41%Q4 2018Q3 202317
HOWARD FINANCIAL SERVICES, LTD. 1250.08%0.53%2.18%Q4 2018Q3 202317
Bull Street Advisors, LLC 17172.78%4.14%5.30%Q3 2019Q3 202317
Avion Wealth 17170.36%3.38%10.50%Q3 2019Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q2 2018Q2 202217
FIFTH THIRD SECURITIES, INC. 810.39%1.04%2.98%Q1 2016Q3 202317
Clearstead Advisors, LLC 1110.00%0.08%0.26%Q4 2016Q3 202317
Weitz Investment Management 17170.02%0.02%0.02%Q4 2016Q4 202017
Barrington Strategic Wealth Management Group LLC 16162.86%6.33%10.59%Q4 2013Q3 201716
Concert Wealth Management Inc. 16160.13%0.18%0.30%Q2 2013Q1 201716
S.A. Mason LLC 16160.27%0.45%0.65%Q4 2019Q3 202316
Merit Financial Group, LLC 1110.02%0.91%5.00%Q4 2017Q3 202316
Jentner Corp 161622.93%32.13%38.72%Q4 2019Q3 202316
EASTERN BANK 880.02%0.36%1.02%Q1 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.03%Q4 2019Q3 202316
Adero Partners, LLC 16160.05%0.31%1.12%Q4 2019Q3 202316
MADISON INVESTMENT HOLDINGS INC 1240.01%0.39%0.99%Q2 2013Q4 201716
Beacon Financial Advisory LLC 16160.21%0.50%0.75%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.07%0.17%0.27%Q4 2019Q3 202316
MONECO Advisors, LLC 16160.15%0.43%0.74%Q4 2019Q3 202316
Enstar Group LTD 16160.73%2.36%6.53%Q4 2019Q3 202316
PFG Advisors 1150.05%0.15%0.39%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Aureus Asset Management, LLC 1150.03%0.08%0.14%Q2 2019Q3 202316
WealthOne, LLC 16160.10%0.18%0.38%Q4 2018Q3 202216
Waverly Advisors, LLC 1310.00%0.03%0.05%Q3 2013Q3 202316
Aptus Capital Advisors, LLC 16160.01%0.01%0.04%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.45%0.61%0.91%Q4 2019Q3 202316
Compton Wealth Advisory Group, LLC 1420.12%2.71%4.18%Q2 2019Q3 202316
StoneX Group Inc. 910.03%0.27%0.82%Q2 2017Q4 202116
Integrated Advisors Network LLC 16160.22%0.44%0.62%Q4 2019Q3 202316
Mirae Asset Global Investments Co., Ltd. 1420.01%0.19%1.51%Q4 2009Q1 202316
Overbrook Management Corp 16160.05%0.09%0.18%Q4 2019Q3 202316
F3Logic, LLC 1420.04%0.23%0.53%Q1 2018Q1 202216
Cambria Investment Management, L.P. 1210.07%1.17%5.17%Q4 2014Q1 202016
MOSELEY INVESTMENT MANAGEMENT INC 16160.26%1.28%1.78%Q4 2019Q3 202316
CWA Asset Management Group, LLC 1420.10%0.15%0.59%Q1 2018Q3 202316
Clearshares LLC 1242.18%3.06%4.26%Q4 2017Q4 202116
BLUESTEM FINANCIAL ADVISORS, LLC 161614.56%17.52%21.11%Q4 2019Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.05%0.69%3.22%Q4 2019Q3 202316
Titus Wealth Management 1240.17%0.26%0.42%Q2 2018Q2 202216
Disciplined Investments, LLC 16160.63%0.92%1.41%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.25%4.01%8.32%Q4 2019Q3 202316
WealthPLAN Partners, LLC 610.00%0.07%0.34%Q4 2015Q4 202316
Marcum Wealth, LLC 16160.18%0.48%1.01%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.07%0.10%Q4 2019Q3 202316
Carnegie Capital Asset Management, LLC 1060.03%0.07%0.14%Q1 2016Q1 202016
American Institute for Advanced Investment Management, LLP 16160.52%1.10%1.50%Q4 2019Q3 202316
MGO ONE SEVEN LLC 1310.01%0.27%1.76%Q4 2017Q3 202316
PATHSTONE FAMILY OFFICE, LLC 650.00%0.01%0.07%Q3 2018Q3 202316
PAX Financial Group, LLC 16160.09%0.55%1.51%Q4 2019Q3 202316
Vectors Research Management, LLC 16160.00%0.01%0.01%Q3 2018Q2 202216
Bogart Wealth, LLC 820.00%0.72%2.32%Q3 2017Q3 202316
MACROVIEW INVESTMENT MANAGEMENT LLC 740.01%0.05%0.18%Q2 2013Q2 202116
Harbour Capital Advisors, LLC 1510.07%0.27%0.50%Q1 2013Q1 201716
Insight Folios Inc 16160.58%1.01%2.47%Q4 2019Q3 202316
KELLEHER FINANCIAL ADVISORS 16160.14%0.33%0.50%Q2 2019Q1 202316
Tower Research Capital LLC (TRC) 1330.00%0.00%0.01%Q3 2018Q3 202316
Capital Directions Investment Advisors, LLC 1110.00%0.01%0.03%Q4 2015Q4 202216
EVOKE WEALTH, LLC 1510.02%0.03%0.05%Q3 2019Q3 202316
ATLAS CAPITAL ADVISORS LLC 1110.01%0.77%3.93%Q1 2018Q3 202316
Alhambra Investment Management LLC 16160.68%1.06%1.86%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.31%0.74%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.32%3.31%4.67%Q4 2019Q3 202316
Arrow Investment Advisors, LLC 16164.12%6.48%8.37%Q2 2013Q1 201716
St. James Investment Company, LLC 16160.06%0.14%0.27%Q1 2016Q4 201916
Orion Portfolio Solutions, LLC 16160.28%0.84%1.40%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.09%2.03%3.97%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.06%0.19%0.91%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16168.63%9.95%12.84%Q2 2013Q1 201716
Asset Allocation & Management Company, LLC 16160.09%0.30%1.07%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.04%0.05%0.07%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.17%0.31%0.56%Q4 2019Q3 202316
FULTON BREAKEFIELD BROENNIMAN LLC 1150.02%0.05%0.20%Q3 2019Q3 202316
SigFig Wealth Management, LLC 16160.02%0.42%0.58%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 15150.06%0.17%0.42%Q4 2019Q2 202315
BEACON FINANCIAL GROUP 15150.11%1.35%2.86%Q3 2013Q1 201715
Advisor Group, Inc. 15150.58%0.99%1.49%Q2 2016Q4 201915
GeoWealth Management, LLC 1410.08%0.77%2.11%Q3 2019Q3 202315
Rosenberg Matthew Hamilton 15150.51%1.11%2.04%Q1 2020Q3 202315
BOSTON FINANCIAL MANGEMENT LLC 870.01%0.17%0.32%Q2 2016Q3 202315
MSI Financial Services Inc 15150.46%0.96%1.76%Q2 2013Q4 201615
Americana Partners, LLC 15150.09%0.33%0.72%Q1 2020Q3 202315
Essex Financial Services, Inc. 1320.06%0.10%0.14%Q2 2013Q3 202315
Apella Capital, LLC 1232.82%4.32%6.15%Q1 2020Q4 202315
PDS Planning, Inc 15151.10%2.44%3.08%Q1 2020Q3 202315
NextCapital Advisers, Inc. 15150.16%1.91%3.65%Q4 2018Q2 202215
Opus Capital Group, LLC 1410.06%3.66%7.43%Q1 2014Q3 202315
BARCLAYS PLC 1010.00%0.02%0.04%Q2 2013Q3 201915
Bigelow Investment Advisors, LLC 15150.12%0.19%0.26%Q1 2018Q3 202115
AdvicePeriod, LLC 15151.32%1.89%2.47%Q4 2017Q2 202115
Live Your Vision, LLC 1110.02%0.06%0.13%Q4 2013Q1 201915
Brio Consultants, LLC 15150.06%1.00%2.48%Q4 2018Q2 202215
Independence Bank of Kentucky 1010.00%0.01%0.03%Q4 2018Q2 202315
Horizon Investments, LLC 830.02%0.22%0.99%Q2 2013Q2 202315
McAdam, LLC 1230.01%0.38%1.28%Q1 2018Q3 202315
WALLER FINANCIAL PLANNING GROUP, INC 15150.46%2.00%3.92%Q2 2020Q4 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.03%0.10%Q1 2020Q3 202315
Miracle Mile Advisors, LLC 830.02%0.09%0.22%Q3 2015Q1 202115
OSAIC HOLDINGS, INC. 15150.56%1.02%1.65%Q1 2020Q3 202315
Axiom Financial Strategies, LLC 15150.38%2.55%7.06%Q1 2020Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 1230.01%0.04%0.10%Q2 2013Q2 202115
BCS Wealth Management 1410.08%0.27%0.63%Q4 2019Q3 202315
COMERICA SECURITIES INC 1110.22%0.80%1.23%Q2 2014Q4 201815
SONATA CAPITAL GROUP INC 15150.12%0.14%0.20%Q2 2019Q4 202215
IEQ CAPITAL, LLC 15150.01%0.05%0.12%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.53%2.48%3.82%Q1 2020Q3 202315
Antonetti Capital Management LLC 910.06%0.09%0.15%Q2 2010Q3 202315
Investors Research Corp 15150.02%0.03%0.05%Q1 2020Q3 202315
GUYASUTA INVESTMENT ADVISORS INC 15150.02%0.08%0.14%Q1 2020Q3 202315
WESTWOOD HOLDINGS GROUP INC 1320.00%0.01%0.04%Q4 2019Q3 202315
EATON VANCE MANAGEMENT 15150.00%0.01%0.01%Q1 2019Q3 202215
Samalin Investment Counsel, LLC 15150.18%0.59%2.34%Q4 2019Q2 202315
SNS Financial Group, LLC 15150.04%0.13%0.26%Q1 2020Q3 202315
Graypoint LLC 15150.20%0.67%1.02%Q1 2020Q3 202315
M Holdings Securities, Inc. 610.09%0.18%0.90%Q2 2014Q1 202015
Cornerstone Wealth Group, LLC 15150.09%0.24%0.34%Q1 2020Q3 202315
Csenge Advisory Group 710.02%0.10%0.21%Q1 2018Q3 202314
RELIANCE TRUST CO 720.90%3.23%8.38%Q2 2013Q3 201714
LifePlan Financial Group, Inc 1130.01%0.04%0.11%Q3 2013Q3 202014
Foundations Investment Advisors, LLC 710.01%0.08%0.39%Q3 2019Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 1310.01%0.02%0.02%Q4 2019Q3 202314
Virtu KCG Holdings LLC 640.01%0.05%0.12%Q3 2013Q2 201714
PATTON ALBERTSON MILLER GROUP, LLC 1130.17%0.33%0.42%Q2 2014Q3 201814
CREDIT SUISSE AG/ 1210.00%0.01%0.01%Q1 2013Q2 201814
TFG Advisers LLC 1310.09%0.13%0.15%Q4 2019Q3 202314
Trek Financial, LLC 820.02%0.23%0.82%Q4 2018Q1 202314
Outlook Wealth Advisors, LLC 14140.22%0.75%1.56%Q2 2020Q3 202314
CVA Family Office, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
Arkfeld Wealth Strategies, L.L.C. 14140.18%0.43%1.27%Q4 2019Q1 202314
HCR Wealth Advisors 14140.02%0.16%0.30%Q2 2020Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.42%1.70%2.87%Q2 2020Q3 202314
Mariner, LLC 1110.01%0.06%0.13%Q4 2014Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.02%0.05%Q2 2017Q3 202014
Peachtree Investment Advisors, Inc. 14140.55%3.01%5.59%Q3 2015Q4 201814
Trilogy Capital Inc. 1110.01%0.88%1.70%Q1 2018Q2 202314
Meridian Wealth Partners, LLC 14140.05%0.09%0.18%Q4 2019Q1 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1040.07%0.11%0.15%Q1 2020Q3 202314
CX Institutional 640.01%1.01%2.27%Q2 2018Q3 202314
Liberty Capital Management, Inc. 630.01%0.26%0.44%Q2 2017Q1 202214
PagnatoKarp Partners LLC 14140.37%0.93%1.88%Q4 2016Q1 202014
Visionary Wealth Advisors 14140.04%0.35%1.10%Q2 2020Q3 202314
StrongBox Wealth, LLC 14140.17%1.88%4.59%Q1 2020Q2 202314
Unison Advisors LLC 14140.51%1.29%4.21%Q2 2020Q3 202314
CENTRAL TRUST Co 510.00%0.00%0.01%Q3 2013Q3 202314
One Day In July LLC 14140.11%2.58%4.44%Q2 2020Q3 202314
SALEM INVESTMENT COUNSELORS INC 14140.00%0.00%0.00%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.03%0.20%0.30%Q2 2013Q3 201614
HORAN CAPITAL MANAGEMENT 950.02%0.34%0.92%Q4 2015Q2 201914
Blue Chip Partners, LLC 1310.03%0.08%0.16%Q2 2018Q3 202314
INR ADVISORY SERVICES LLC 1130.00%0.08%0.39%Q1 2014Q2 201814
Ellis Investment Partners, LLC 14140.00%0.01%0.03%Q2 2019Q3 202214
CITIZENS FINANCIAL GROUP INC/RI 610.00%0.01%0.04%Q2 2018Q3 202314
CITY HOLDING CO 710.00%0.01%0.02%Q1 2014Q3 202314
STEEL GROVE CAPITAL ADVISORS, LLC 14140.07%0.17%0.30%Q2 2020Q3 202314
Fisher Asset Management, LLC 410.00%0.00%0.00%Q1 2014Q3 202314
tru Independence LLC 910.11%0.46%1.28%Q4 2019Q3 202314
BOYS ARNOLD & CO INC 14140.14%0.22%0.38%Q2 2013Q3 201614
Global Financial Private Capital, Inc 14140.92%1.18%2.38%Q1 2017Q2 202014
Strategic Blueprint, LLC 1310.00%0.08%0.13%Q3 2019Q3 202314
H&H Retirement Design & Management INC 1130.46%4.57%11.33%Q1 2020Q3 202314
LPWM LLC 14140.10%0.25%0.43%Q4 2019Q1 202314
Conservest Capital Advisors, Inc. 860.03%0.25%1.00%Q1 2017Q2 202214
Family Legacy, Inc. 14140.92%1.37%1.79%Q2 2020Q3 202314
Modus Advisors, LLC 14140.12%2.92%6.66%Q4 2019Q1 202314
Stonebridge Capital Advisors LLC 1110.00%0.01%0.02%Q2 2019Q3 202314
Renaissance Technologies 510.00%0.01%0.03%Q4 2017Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14140.18%0.42%0.91%Q2 2020Q3 202314
Madden Advisory Services, Inc. 610.01%0.19%0.48%Q4 2013Q3 202314
J.W. COLE ADVISORS, INC. 810.24%0.44%0.87%Q4 2019Q3 202314
Zions Bancorporation, N.A. 14140.01%0.11%1.16%Q1 2019Q2 202214
Wealthspire Advisors, LLC 1210.02%0.09%0.21%Q1 2020Q3 202313
Beaumont Financial Partners, LLC 13130.03%0.04%0.05%Q3 2019Q3 202213
Yellowstone Partners, LLC 1120.12%0.53%1.37%Q1 2014Q4 201713
Kestra Advisory Services, LLC 13130.25%0.38%0.62%Q3 2020Q3 202313
Peregrine Asset Advisers, Inc. 13130.13%0.26%1.04%Q3 2020Q3 202313
JT Stratford LLC 13130.23%2.05%4.36%Q4 2018Q4 202113
Round Table Services, LLC 1030.05%0.09%0.16%Q2 2019Q3 202213
Wealth Advisory Solutions, LLC 760.01%1.56%3.01%Q1 2020Q2 202313
Quantitative Advantage, LLC 620.91%1.37%2.74%Q3 2013Q1 202013
First Bank & Trust 13130.01%0.02%0.04%Q2 2019Q2 202213
Founders Financial Alliance, LLC 13130.04%0.10%0.27%Q3 2020Q3 202313
CONCENTRIC WEALTH MANAGEMENT, LLC 13130.82%2.11%2.73%Q3 2020Q3 202313
Baron Financial Group, LLC 13130.44%3.08%6.29%Q3 2020Q3 202313
ACG Wealth 510.02%0.07%0.16%Q2 2013Q2 202213
SHUFRO ROSE & CO LLC 13130.20%0.93%1.20%Q3 2020Q3 202313
OPTIMUM INVESTMENT ADVISORS 760.00%0.02%0.06%Q3 2013Q4 202013
Wiser Wealth Management, Inc 13139.52%12.46%14.12%Q4 2020Q4 202313
CAPE COD FIVE CENTS SAVINGS BANK 1120.02%0.03%0.04%Q1 2017Q3 202313
Crabel Capital Management, LLC 940.39%1.36%3.05%Q2 2020Q3 202313
HBW ADVISORY SERVICES LLC 13130.08%0.14%0.20%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.05%0.12%0.26%Q2 2013Q2 201613
L. Roy Papp & Associates, LLP 13130.03%1.29%6.32%Q2 2019Q2 202213
KANALY TRUST CO 13130.02%0.03%0.03%Q4 2013Q4 201613
GENERAL ELECTRIC CO 13130.00%0.00%0.00%Q2 2013Q2 201613
GOFEN & GLOSSBERG LLC /IL/ 850.01%0.01%0.02%Q4 2017Q1 202213
Evercore Wealth Management, LLC 620.00%0.01%0.02%Q2 2013Q2 201713
Citizens Business Bank 1030.04%0.17%0.31%Q1 2013Q2 202213
YHB Investment Advisors, Inc. 13130.02%0.04%0.06%Q3 2020Q3 202313
Linscomb & Williams, Inc. 1120.01%0.05%0.08%Q4 2019Q3 202313
Keystone Financial Group 1120.08%0.14%0.18%Q2 2020Q3 202313
Key FInancial Inc 1210.01%0.01%0.03%Q1 2020Q3 202313
Elevated Capital Advisors, LLC 510.20%1.04%2.00%Q1 2019Q3 202313
Boston Standard Wealth Management, LLC 1210.39%4.22%6.10%Q4 2014Q1 201813
VSR Financial Services, Inc. 13130.15%0.22%0.47%Q2 2013Q2 201613
Verde Capital Management 13130.13%1.74%3.68%Q3 2020Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 1120.01%0.14%0.32%Q4 2015Q1 202013
INSPIRION WEALTH ADVISORS, LLC 13130.11%1.04%6.55%Q3 2020Q3 202313
BEAM WEALTH ADVISORS, INC. 1210.15%0.83%2.11%Q4 2019Q2 202313
Independent Portfolio Consultants, Inc. 13130.00%0.03%0.05%Q2 2014Q2 201713
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.14%0.53%1.26%Q3 2020Q3 202313
Prudent Man Advisors, LLC 13131.49%2.58%3.05%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.06%0.16%0.30%Q3 2020Q3 202313
FOUNDERS FINANCIAL SECURITIES LLC 630.14%0.88%1.51%Q4 2013Q2 202313
TFC Financial Management, Inc. 13130.65%1.04%1.43%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.24%0.43%0.68%Q3 2020Q3 202313
Lido Advisors, LLC 1120.00%0.08%0.21%Q4 2019Q2 202313
McQueen, Ball & Associates Inc. 13130.24%0.31%0.46%Q4 2015Q4 201813
Stockman Wealth Management, Inc. 540.05%0.23%0.58%Q4 2014Q3 202313
Venturi Wealth Management, LLC 630.00%0.38%3.60%Q4 2015Q3 202313
Lokken Investment Group LLC 1210.50%2.70%6.60%Q1 2012Q3 202313
CGN Advisors LLC 13131.05%3.28%5.60%Q4 2020Q4 202313
McLean Asset Management Corp 12120.28%0.61%1.21%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 121213.71%16.69%19.03%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 710.03%0.33%0.90%Q2 2017Q3 202212
TIEDEMANN ADVISORS, LLC 12120.01%0.02%0.03%Q2 2018Q1 202112
AMI INVESTMENT MANAGEMENT INC 12120.51%0.87%1.18%Q4 2019Q3 202212
Levy Wealth Management Group, LLC 12122.18%12.15%20.70%Q4 2020Q3 202312
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 610.00%0.01%0.01%Q1 2017Q3 202312
MinichMacGregor Wealth Management, LLC 12120.02%0.04%0.06%Q4 2015Q3 201812
Annapolis Financial Services, LLC 12120.24%0.52%1.15%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.24%0.54%0.99%Q4 2020Q3 202312
Lloyd Advisory Services, LLC. 1110.01%1.13%2.08%Q4 2019Q4 202212
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Enterprise Bank & Trust Co 12120.08%0.30%0.59%Q3 2020Q2 202312
ECLECTIC ASSOCIATES INC /ADV 12120.86%1.00%1.34%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.25%0.37%0.56%Q4 2018Q3 202112
Strategic Wealth Partners, Ltd. 810.01%0.50%1.06%Q4 2017Q1 202312
Accel Wealth Management 12120.04%0.19%0.83%Q4 2020Q3 202312
HOWE & RUSLING INC 710.00%0.02%0.05%Q3 2016Q3 202312
Newton One Investments LLC 121210.50%12.99%15.28%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.65%0.72%0.79%Q2 2013Q1 201612
RFG Advisory, LLC 810.02%0.10%0.25%Q3 2017Q3 202312
MMA ASSET MANAGEMENT LLC 12120.20%0.46%1.46%Q4 2020Q3 202312
CAMBRIDGE TRUST CO 1110.00%0.38%1.02%Q1 2019Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12121.31%4.69%10.83%Q4 2020Q3 202312
FLC Capital Advisors 12120.07%1.68%5.60%Q3 2020Q2 202312
Cadent Capital Advisors, LLC 12121.18%1.53%1.98%Q4 2020Q3 202312
Lincoln Capital LLC 12120.10%0.30%0.40%Q1 2019Q4 202112
RMR Wealth Builders 1110.06%0.15%0.25%Q4 2019Q4 202212
Columbia Asset Management 410.34%0.62%0.85%Q3 2017Q3 202212
MONTAG A & ASSOCIATES INC 12120.01%0.03%0.07%Q4 2020Q3 202312
BOSTON ADVISORS LLC 1110.01%0.32%1.18%Q3 2013Q3 201912
Zeit Capital LLC 12126.46%7.70%8.96%Q4 2020Q3 202312
New Potomac Partners, LLC 12120.01%0.01%0.03%Q4 2017Q3 202012
Charter Oak Capital Management, LLC 12123.89%4.58%5.12%Q4 2020Q3 202312
Jackson Wealth Management, LLC 12120.19%0.68%1.65%Q1 2017Q4 201912
TBH Global Asset Management, LLC 930.06%0.19%0.60%Q2 2020Q3 202312
ROFFMAN MILLER ASSOCIATES INC /PA/ 12120.04%0.33%1.28%Q2 2013Q1 201612
Annandale Capital, LLC 12121.03%5.39%10.41%Q4 2020Q3 202312
ROPES WEALTH ADVISORS LLC 12120.01%0.06%0.11%Q2 2019Q1 202212
Aveo Capital Partners, LLC 1110.09%0.14%0.25%Q4 2016Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.51%1.84%2.24%Q4 2020Q3 202312
Zions Bancorporation 12123.93%8.17%12.99%Q1 2015Q4 201712
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.25%0.50%0.84%Q1 2020Q4 202212
Cerity Partners LLC 12120.03%0.05%0.08%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.02%0.03%0.04%Q1 2019Q2 202212
Safir Wealth Advisors, LLC 121211.27%12.05%12.85%Q4 2020Q3 202312
CAMG Solamere Management, LLC 12120.12%0.34%0.76%Q4 2016Q3 201912
Lowe Wealth Advisors, LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
BOSTON FAMILY OFFICE LLC 12120.69%1.21%1.78%Q4 2020Q3 202312
OLD DOMINION CAPITAL MANAGEMENT INC 12120.63%4.87%11.89%Q1 2016Q4 201812
WIT, LLC 12122.17%5.03%12.86%Q4 2020Q3 202312
Selective Wealth Management, Inc. 810.03%2.66%4.87%Q2 2020Q4 202312
Mayflower Financial Advisors, LLC 12120.06%0.09%0.12%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.03%Q4 2020Q3 202312
CUMBERLAND ADVISORS INC 12120.06%0.12%0.29%Q4 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.48%18.19%44.97%Q4 2020Q3 202312
Fullen Financial Group 12123.45%6.54%8.69%Q2 2020Q1 202312
Lenox Wealth Advisors, LLC 810.00%0.00%0.01%Q1 2015Q1 202212
CapWealth Advisors, LLC 660.00%0.01%0.06%Q2 2013Q2 201612
Alamar Capital Management, LLC 12120.36%0.48%0.60%Q4 2020Q3 202312
V Wealth Advisors LLC 510.03%0.11%0.34%Q1 2017Q1 202312
Radnor Capital Management, LLC 510.10%0.15%0.19%Q4 2019Q3 202312
Red Wave Investments LLC 12120.17%0.84%1.93%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.99%3.19%7.44%Q4 2020Q3 202312
Stokes Capital Advisors, LLC 12121.35%2.20%3.16%Q2 2020Q1 202312
Main Street Financial Solutions, LLC 12120.18%0.30%0.46%Q4 2020Q3 202312
Legacy Private Trust Co. 410.02%0.14%0.66%Q4 2013Q3 202312
True Link Financial Advisors, LLC 121212.98%23.12%30.11%Q4 2020Q3 202312
Integrated Investment Consultants, LLC 12121.25%1.78%2.84%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.17%2.97%10.43%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.65%1.93%3.06%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.27%1.04%2.48%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 1110.01%0.06%0.17%Q4 2019Q4 202212
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.07%0.14%0.26%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.24%1.67%2.21%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.08%0.16%0.28%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.10%0.16%0.24%Q4 2020Q3 202312
Center For Asset Management LLC 12120.71%2.20%4.86%Q4 2020Q3 202312
Veery Capital, LLC 12120.76%1.33%1.56%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.02%4.67%12.31%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.00%0.60%1.38%Q4 2020Q3 202312
TRUE Private Wealth Advisors 910.52%0.71%1.27%Q2 2018Q3 202312
Berger Financial Group, Inc 12120.04%0.12%0.18%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12121.82%3.21%4.46%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
LYELL WEALTH MANAGEMENT, LP 12120.02%0.04%0.06%Q2 2019Q1 202212
Laurel Wealth Advisors LLC 1010.00%0.02%0.04%Q2 2019Q3 202312
Latitude Advisors, LLC 12120.15%0.55%1.48%Q4 2020Q3 202312
Pacifica Partners Inc. 12120.03%0.07%0.12%Q4 2019Q3 202212
Bath Savings Trust Co 12120.03%0.28%0.41%Q4 2020Q3 202312
Corrigan Financial, Inc. 12120.11%11.95%16.06%Q4 2020Q3 202312
Lionsbridge Wealth Management LLC 12121.55%2.41%3.00%Q4 2019Q3 202212
Southland Equity Partners LLC 12120.42%0.68%0.93%Q4 2020Q3 202312
Fort Henry Capital, LLC 121217.12%18.70%20.59%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 750.26%0.64%1.20%Q4 2019Q2 202312
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
Smith Anglin Financial, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 12120.39%0.69%1.17%Q4 2020Q3 202312
Gibraltar Capital Management, Inc. 11110.12%0.17%0.24%Q4 2018Q2 202111
TrueWealth Advisors, LLC 11110.29%0.44%0.68%Q1 2021Q3 202311
PARSONS CAPITAL MANAGEMENT INC/RI 610.01%0.03%0.04%Q1 2015Q2 202211
Addison Advisors LLC 1010.01%0.02%0.05%Q4 2020Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.10%0.32%1.67%Q1 2021Q3 202311
JFS WEALTH ADVISORS, LLC 910.00%0.04%0.06%Q4 2017Q3 202311
Pflug Koory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Prostatis Group LLC 11110.20%2.87%6.77%Q4 2020Q2 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.69%7.06%10.36%Q1 2021Q3 202311
Your Advocates Ltd., LLP 835.92%7.09%7.90%Q4 2019Q3 202311
Navalign, LLC 11110.71%1.33%3.41%Q1 2021Q3 202311
MACKENZIE FINANCIAL CORP 11110.00%0.02%0.03%Q1 2021Q3 202311
Arden Trust Co 11110.06%0.17%0.44%Q2 2019Q4 202111
MATHER GROUP, LLC. 740.01%0.01%0.02%Q4 2020Q3 202311
Baldwin Investment Management, LLC 920.09%0.14%0.23%Q1 2014Q4 201611
Spire Wealth Management 11110.17%0.25%0.40%Q1 2021Q3 202311
IBBOTSON ASSOCIATES INC 11113.94%6.05%10.38%Q2 2013Q4 201511
Claraphi Advisory Network, LLC 910.01%0.23%0.44%Q3 2019Q3 202211
ARGUS INVESTORS' COUNSEL, INC. 11110.19%0.60%0.99%Q1 2021Q3 202311
BlackRock Investment Management, LLC 520.00%0.01%0.02%Q2 2013Q4 201611
Retirement Group, LLC 1010.01%0.01%0.02%Q4 2019Q3 202211
Ameritas Investment Company, LLC 11110.05%0.96%3.93%Q1 2019Q3 202111
AT Bancorp 11113.62%9.80%16.47%Q3 2016Q1 201911
TRUEWEALTH LLC 11110.19%0.31%0.41%Q4 2017Q2 202011
Legacy Advisors, LLC 610.01%2.57%3.72%Q4 2016Q4 202211
OARSMAN CAPITAL, INC. 920.11%0.17%0.22%Q2 2016Q1 201911
Truvestments Capital LLC 610.01%0.02%0.02%Q3 2018Q3 202311
Taylor, Cottrill LLC 11110.23%0.25%0.28%Q2 2013Q4 201511
SOUNDMARK WEALTH MANAGEMENT, LLC 920.85%2.31%3.79%Q4 2020Q3 202311
Wind River Trust Co 11110.14%0.18%0.30%Q4 2012Q2 201511
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1010.02%0.02%0.03%Q4 2020Q3 202311
Parisi Gray Wealth Management 650.02%0.10%0.23%Q4 2017Q4 202111
FIRST NATIONAL CORP /MA/ /ADV 11110.08%0.12%0.25%Q4 2018Q2 202111
Hudson Portfolio Management LLC 11110.34%1.32%2.49%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.01%0.02%Q4 2016Q2 201911
3D/L Capital Management, LLC 11110.10%0.27%0.40%Q1 2021Q3 202311
Orion Capital Management LLC 1010.01%0.89%2.28%Q4 2020Q3 202311
Pasadena Private Wealth, LLC 920.22%1.25%3.16%Q4 2018Q1 202211
Chevy Chase Trust Holdings, LLC 920.00%0.00%0.00%Q3 2014Q3 201811
MOLLER WEALTH PARTNERS 11110.10%1.11%2.04%Q1 2021Q3 202311
SG Americas Securities, LLC 610.00%0.04%0.21%Q1 2016Q4 202011
Haverford Trust Co 1010.00%0.05%0.05%Q1 2019Q3 202311
MINOT CAPITAL, LP 11111.09%1.60%2.27%Q4 2020Q2 202311
Clear Creek Financial Management, LLC 530.04%0.26%2.10%Q2 2020Q3 202311
Foster Group, Inc. 11110.02%0.09%0.28%Q1 2021Q3 202311
STEPH & CO 1010.00%0.10%0.16%Q4 2019Q3 202311
CT Financial Advisors LLC 1011.84%2.50%4.13%Q1 2014Q1 201711
Occidental Asset Management, LLC 11110.06%0.83%2.24%Q1 2021Q3 202311
FIRST INTERSTATE BANK 610.00%0.09%0.22%Q4 2014Q3 202311
ARGI Investment Services, LLC 510.01%0.05%0.28%Q4 2013Q2 202211
RDA Financial Network 11110.09%0.18%0.26%Q2 2019Q4 202111
Northstar Advisory Group, LLC 830.14%0.19%0.29%Q4 2020Q3 202311
Portfolio Solutions, LLC 410.01%0.17%0.61%Q1 2017Q3 202211
Strategic Wealth Partners Group, LLC 910.00%0.22%0.38%Q2 2016Q3 202111
MBA Advisors LLC 10100.32%0.54%0.98%Q1 2021Q2 202310
Madison Asset Management, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Legacy Financial Group LLC 10102.14%3.21%4.15%Q2 2021Q3 202310
Bordeaux Wealth Advisors LLC 10100.17%0.23%0.39%Q4 2020Q1 202310
MEITAV INVESTMENT HOUSE LTD 550.01%0.01%0.02%Q1 2021Q3 202310
EPG Wealth Management LLC 730.01%0.31%0.56%Q4 2019Q3 202210
ARS Wealth Advisors, LLC 10100.11%0.80%1.63%Q1 2016Q2 201810
IFG Advisors, LLC 10100.32%1.41%2.34%Q2 2021Q3 202310
Waterfront Wealth Inc. 10100.07%0.11%0.14%Q2 2021Q3 202310
United Asset Strategies, Inc. 910.18%0.24%0.30%Q4 2013Q3 201710
Equinox Fund Management LLC 101026.32%26.84%26.96%Q2 2013Q3 201510
Newbridge Financial Services Group, Inc. 10100.00%0.02%0.04%Q2 2021Q3 202310
MATTERN CAPITAL MANAGEMENT, LLC 10100.04%0.38%0.60%Q4 2020Q1 202310
TPG Financial Advisors, LLC 10100.26%0.45%0.87%Q4 2018Q1 202110
Colonial River Wealth Management, LLC 820.21%0.53%1.90%Q1 2021Q3 202310
Harfst & Associates, Inc. 910.00%0.17%0.30%Q2 2015Q1 202110
HARBOUR INVESTMENTS, INC. 640.03%0.07%0.13%Q1 2021Q3 202310
MBL Wealth, LLC 710.17%1.11%2.44%Q4 2020Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.01%Q2 2021Q3 202310
CERTUITY, LLC 640.05%0.24%0.63%Q4 2019Q2 202210
Peninsula Wealth, LLC 820.12%0.32%0.62%Q2 2020Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.01%0.01%0.02%Q4 2018Q1 202110
Kingfisher Capital LLC 10100.36%1.93%4.36%Q4 2019Q1 202210
Foster Victor Wealth Advisors, LLC 10100.64%1.04%1.35%Q2 2020Q3 202210
Old Port Advisors 910.09%0.52%1.09%Q1 2021Q3 202310
LifeSteps Financial, Inc. 10100.96%1.47%2.12%Q4 2019Q1 202210
Moloney Securities Asset Management, LLC 640.05%0.15%0.25%Q4 2016Q3 202310
Ellsworth Advisors, LLC 10100.08%0.17%0.31%Q2 2020Q3 202210
Sage Financial Management Group, Inc. 612.29%6.80%11.50%Q4 2020Q3 202310
Summit Financial Strategies, Inc. 10100.14%0.15%0.20%Q2 2021Q3 202310
Provident Wealth Management, LLC 10101.06%1.62%2.68%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.00%0.01%0.02%Q2 2013Q3 201510
Financial Engines Advisors L.L.C. 910.00%0.01%0.06%Q1 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.01%0.03%0.06%Q2 2021Q3 202310
55I, LLC 10100.02%0.28%0.62%Q4 2019Q1 202210
HARVEST CAPITAL MANAGEMENT INC 10100.13%0.19%0.31%Q1 2017Q2 201910
PIN OAK INVESTMENT ADVISORS INC 420.00%0.02%0.04%Q4 2017Q1 202210
Acropolis Investment Management, LLC 10100.05%0.62%1.93%Q2 2021Q3 202310
Baskin Financial Services Inc. 10100.02%0.02%0.03%Q2 2021Q3 202310
Capital Advisors Wealth Management, LLC 10100.08%0.30%0.63%Q1 2021Q2 202310
HighMark Wealth Management LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
MARK SHEPTOFF FINANCIAL PLANNING, LLC 10100.01%0.01%0.01%Q1 2014Q2 201610
Global Trust Asset Management, LLC 730.00%0.17%0.30%Q4 2017Q1 202210
Column Capital Advisors, LLC 640.00%0.07%0.11%Q1 2021Q3 202310
Institute for Wealth Management, LLC. 610.02%0.73%2.32%Q2 2015Q4 201910
Cumberland Partners Ltd 10100.02%0.06%0.09%Q2 2021Q3 202310
PERRITT CAPITAL MANAGEMENT INC 820.02%0.50%0.87%Q1 2015Q1 202310
PHH Investments, Ltd. 10101.24%2.59%3.16%Q3 2017Q4 201910
CUE ADVISORY SERVICES, INC. 10100.17%0.23%0.28%Q4 2014Q1 201710
Intersect Capital LLC 10100.04%0.07%0.10%Q3 2019Q4 202110
Texas Capital Bank Wealth Management Services Inc 10100.02%0.08%0.11%Q2 2021Q3 202310
Crewe Advisors LLC 810.00%0.01%0.02%Q3 2018Q3 202310
Hefty Wealth Partners 10100.02%1.73%6.08%Q4 2015Q1 201810
Baltimore-Washington Financial Advisors, Inc. 10100.08%0.12%0.17%Q4 2013Q1 201610
Wealth Alliance Advisory Group, LLC 10100.13%0.17%0.24%Q4 2017Q1 202010
Prime Capital Investment Advisors, LLC 820.01%0.20%0.67%Q2 2018Q3 202310
WOLFF WIESE MAGANA LLC 910.01%0.01%0.02%Q1 2021Q3 202310
SVB Investment Services Inc. 10101.43%2.33%2.95%Q4 2019Q1 202210
Scott & Selber, Inc. 990.09%0.12%0.20%Q3 2020Q3 20229
GYL FINANCIAL SYNERGIES, LLC 990.07%2.22%4.69%Q3 2021Q3 20239
Paradigm Financial Partners, LLC 990.13%0.92%1.64%Q2 2020Q2 20229
Apollon Wealth Management, LLC 710.02%0.08%0.15%Q2 2020Q3 20239
Stearns Financial Services Group 990.00%0.02%0.19%Q3 2018Q3 20209
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 995.69%6.77%7.25%Q4 2013Q4 20159
Catalyst Capital Advisors LLC 990.01%6.28%23.49%Q4 2016Q4 20189
DELTA ASSET MANAGEMENT LLC/TN 630.00%0.00%0.01%Q1 2018Q4 20219
Jefferies Group LLC 410.00%0.04%0.28%Q2 2013Q1 20209
FLAGSTAR ADVISORS INC 990.63%1.06%1.32%Q3 2021Q3 20239
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 540.00%0.02%0.05%Q4 2016Q3 20239
American Money Management, LLC 990.13%0.14%0.16%Q3 2021Q3 20239
Disciplina Capital Management LLC 991.21%2.29%4.66%Q3 2021Q3 20239
Diversified Trust Co 990.01%0.01%0.01%Q4 2021Q4 20239
Windsor Financial Group, LLC 991.46%1.56%1.76%Q2 2015Q2 20179
SMI Advisory Services, LLC 615.67%7.65%11.99%Q1 2021Q3 20239
FLOW TRADERS U.S. LLC 310.02%0.33%1.48%Q3 2016Q2 20239
Aletheian Wealth Advisors LLC 991.20%1.29%1.53%Q4 2021Q4 20239
BancFirst Trust & Investment Management 992.24%2.69%3.16%Q4 2021Q4 20239
B & T Capital Management DBA Alpha Capital Management 990.05%0.07%0.09%Q3 2021Q3 20239
Spectrum Asset Management, Inc. (NB/CA) 990.10%0.84%1.22%Q1 2020Q1 20229
Sunbelt Securities, Inc. 310.00%0.07%0.20%Q4 2016Q3 20239
Bruderman Asset Management, LLC 810.00%0.01%0.03%Q1 2015Q4 20189
FIDELIS iM, LLC 992.04%2.67%3.57%Q3 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.37%0.46%0.59%Q4 2021Q4 20239
Landmark Financial Advisors, LLC 810.09%0.12%0.14%Q2 2021Q3 20239
CROFT-LEOMINSTER INC 310.05%0.08%0.11%Q2 2013Q2 20179
Paracle Advisors, LLC 510.06%0.18%0.32%Q4 2016Q1 20219
MANAGED ACCOUNT ADVISORS LLC 990.06%0.42%0.95%Q2 2013Q2 20159
Jackson, Grant Investment Advisers, Inc. 540.02%0.03%0.04%Q4 2020Q1 20239
Capital Group Private Client Services, Inc. 990.01%0.03%0.06%Q3 2021Q3 20239
Proficio Capital Partners LLC 990.02%0.04%0.08%Q2 2017Q2 20199
MidWestOne Financial Group, Inc. 630.05%0.17%0.41%Q2 2019Q1 20239
Chandler Asset Management, Inc. 420.02%0.65%4.38%Q4 2017Q3 20239
Marquette Asset Management, LLC 990.00%1.77%6.72%Q3 2021Q3 20239
Destiny Wealth Partners, LLC 990.01%1.67%2.31%Q4 2020Q4 20229
Alta Wealth Advisors LLC 990.14%1.25%2.74%Q4 2020Q4 20229
Glovista Investments LLC 510.04%0.06%0.10%Q4 2013Q1 20179
Highwater Wealth Management, LLC 631.50%3.32%6.66%Q3 2016Q2 20199
Stanford Investment Group, Inc. 990.81%3.21%6.47%Q4 2014Q4 20169
Shepherd Financial Partners LLC 630.98%1.44%2.16%Q2 2021Q3 20239
FORVIS Wealth Advisors, LLC 610.01%0.01%0.04%Q1 2015Q3 20239
Parsec Financial Management, Inc. 990.01%0.05%0.12%Q1 2020Q1 20229
Onyx Bridge Wealth Group LLC 990.10%0.21%0.46%Q1 2021Q1 20239
Financial Advisors Network, Inc. 411.19%1.49%1.79%Q4 2016Q3 20239
Wellspring Financial Advisors, LLC 810.12%0.41%1.16%Q4 2020Q1 20239
Clear Perspective Advisors, LLC 990.16%0.25%0.35%Q4 2016Q4 20189
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.06%Q3 2021Q3 20239
PACIFIC CAPITAL WEALTH ADVISORS, INC 990.30%0.53%0.70%Q3 2021Q3 20239
Trellis Advisors, LLC 990.12%0.30%0.43%Q2 2021Q2 20239
SMITH SHELLNUT WILSON LLC /ADV 990.00%0.00%0.02%Q2 2019Q2 20219
Tower View Wealth Management LLC 990.02%0.03%0.04%Q4 2017Q4 20199
Arkadios Wealth Advisors 540.00%0.07%0.18%Q4 2020Q3 20239
MainStreet Investment Advisors LLC 720.05%0.11%0.30%Q1 2019Q2 20219
Investors Financial Group, LLC 990.14%0.24%0.36%Q4 2019Q4 20219
Astoria Strategic Wealth, Inc. 990.12%0.16%0.22%Q4 2019Q4 20219
Castleview Partners, LLC 810.00%0.03%0.11%Q2 2021Q3 20239
Narwhal Capital Management 710.03%0.04%0.05%Q3 2019Q1 20228
Austin Asset Management Co Inc 884.79%5.81%6.50%Q4 2021Q3 20238
RIDGECREST WEALTH PARTNERS, LLC 880.22%3.42%8.33%Q1 2021Q4 20228
Berkshire Money Management, Inc. 410.03%2.96%5.44%Q4 2014Q3 20238
Spotlight Asset Group, Inc. 620.00%0.54%0.92%Q2 2020Q3 20238
Eudaimonia Partners, LLC 530.05%0.22%0.30%Q3 2020Q3 20228
HOWARD WEALTH MANAGEMENT, LLC 710.11%0.16%0.18%Q4 2019Q1 20228
Powers Advisory Group, LLC 880.64%0.81%1.08%Q4 2021Q3 20238
PACIFIC SUN FINANCIAL CORP 610.22%0.33%0.38%Q3 2020Q2 20238
Aquire Wealth Advisors, LLC 881.23%1.56%1.80%Q4 2021Q3 20238
NICOLET BANKSHARES INC 710.11%0.14%0.20%Q4 2017Q4 20228
KEB ASSET MANAGEMENT, LLC 880.14%0.20%0.28%Q4 2021Q3 20238
Community Financial Services Group, LLC 880.10%0.17%0.22%Q3 2017Q2 20198
BFSG, LLC 880.04%1.10%1.74%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.11%0.16%0.24%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.26%0.39%0.46%Q4 2021Q3 20238
Austin Private Wealth, LLC 880.11%2.50%5.02%Q4 2019Q3 20218
ATTICUS WEALTH MANAGEMENT, LLC 880.08%1.34%4.59%Q4 2021Q3 20238
High Note Wealth, LLC 880.11%0.52%0.83%Q4 2020Q3 20228
EAGLE GLOBAL ADVISORS LLC 880.01%0.02%0.02%Q4 2016Q3 20188
National Wealth Management Group, LLC 880.26%0.32%0.42%Q4 2021Q3 20238
Avantax Planning Partners, Inc. 610.00%1.91%4.06%Q1 2018Q2 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.06%0.14%Q4 2021Q3 20238
Premise Capital, LLC 880.01%2.83%15.45%Q4 2015Q3 20178
Cedar Mountain Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2020Q3 20238
Bouchey Financial Group Ltd 710.03%3.57%5.10%Q2 2020Q1 20238
Astor Investment Management LLC 880.00%2.54%4.38%Q2 2020Q1 20228
BRINKER CAPITAL INC 880.04%0.25%0.42%Q2 2016Q1 20188
DBK Financial Counsel, LLC 887.70%10.02%11.74%Q4 2021Q3 20238
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 883.44%10.48%15.49%Q4 2016Q3 20188
CANANDAIGUA NATIONAL CORP 880.04%0.04%0.05%Q2 2020Q1 20228
Quad-Cities Investment Group, LLC 620.01%0.05%0.18%Q2 2018Q3 20218
American Trust 880.02%0.04%0.06%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.02%Q4 2019Q3 20218
BAIRD ROBERT W & CO INC /WI/ 880.11%0.15%0.21%Q2 2013Q1 20158
Thomas J. Herzfeld Advisors, Inc. 620.00%0.16%0.25%Q2 2014Q2 20188
AGILIS PARTNERS LLC 610.21%4.83%14.12%Q3 2016Q4 20218
TOEWS CORP /ADV 110.15%38.55%78.94%Q4 2014Q3 20218
Advisors Asset Management, Inc. 880.00%0.01%0.01%Q3 2015Q2 20178
BAINCO INTERNATIONAL INVESTORS 880.00%0.05%0.11%Q1 2019Q4 20208
EverSource Wealth Advisors, LLC 880.41%0.80%1.07%Q4 2021Q3 20238
Kerntke Otto McGlone Wealth Management Group 881.29%3.66%14.58%Q2 2020Q1 20228
CAPITAL PERFORMANCE ADVISORS LLP 880.66%0.71%0.80%Q4 2021Q3 20238
Hall Kathryn A. 880.18%1.80%3.13%Q4 2021Q3 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 881.01%1.38%1.72%Q4 2021Q3 20238
Rather & Kittrell, Inc. 880.12%0.32%0.55%Q4 2021Q3 20238
ALBION FINANCIAL GROUP /UT 710.00%0.37%0.91%Q2 2013Q2 20238
BRIGGS ADVISORY GROUP, INC. 880.17%0.25%0.31%Q4 2021Q3 20238
Beacon Harbor Wealth Advisors, Inc. 320.15%4.29%11.98%Q2 2020Q1 20238
ATWOOD & PALMER INC 530.00%0.00%0.01%Q2 2014Q4 20168
Index Fund Advisors, Inc. 880.02%0.02%0.04%Q4 2021Q3 20238
FourThought Financial, LLC 880.13%0.16%0.21%Q4 2020Q3 20228
BRYN MAWR TRUST Co 440.01%0.02%0.02%Q1 2013Q2 20168
OLIO Financial Planning 883.89%4.66%5.16%Q4 2021Q3 20238
Laird Norton Wetherby Wealth Management, LLC 710.04%0.06%0.09%Q4 2020Q2 20238
BARINGS LLC 880.11%0.15%0.18%Q4 2018Q3 20208
OLD SECOND NATIONAL BANK OF AURORA 880.00%0.00%0.00%Q4 2014Q3 20168
Vista Private Wealth Partners. LLC 710.40%0.62%1.13%Q4 2020Q4 20228
Silver Oak Advisory Group, Inc. 888.33%8.72%8.99%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.02%Q3 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.03%0.04%0.04%Q4 2021Q3 20238
DAGCO, INC. 883.02%3.57%4.43%Q3 2020Q2 20228
Leeward Financial Partners, LLC 881.16%1.90%2.54%Q4 2021Q3 20238
Evolution Advisers, Inc. 887.88%8.40%9.08%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Summit Financial, LLC 880.02%0.04%0.05%Q2 2021Q1 20238
Investors Capital Advisory Services 620.04%0.06%0.08%Q2 2013Q2 20168
Level Financial Advisors 886.52%8.67%11.34%Q4 2021Q3 20238
Treynor Bancshares, Inc. 881.25%1.86%2.10%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.45%0.54%0.62%Q4 2021Q3 20238
SIMON QUICK ADVISORS, LLC 710.01%0.08%0.40%Q3 2017Q2 20208
Ten Capital Wealth Advisors, LLC 440.00%0.94%2.44%Q3 2020Q4 20228
Wealthstream Advisors, Inc. 880.21%0.32%0.54%Q4 2021Q3 20238
Petix & Botte Co 310.08%0.20%0.32%Q4 2019Q3 20238
Ballentine Partners, LLC 410.00%0.06%0.07%Q1 2016Q4 20198
FC Advisory LLC 880.17%0.98%1.28%Q1 2022Q4 20238
Hemington Wealth Management 880.10%0.22%0.29%Q4 2020Q3 20228
Eagle Strategies LLC 880.16%0.27%0.42%Q4 2021Q3 20238
RS CRUM INC. 888.05%14.30%17.83%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.26%0.39%0.50%Q4 2021Q3 20238
Vivaldi Capital Management LP 410.00%0.13%0.38%Q2 2017Q1 20218
Bangor Savings Bank 610.00%0.01%0.05%Q4 2016Q3 20238
Darrow Company, Inc. 888.42%8.93%9.56%Q4 2021Q3 20238
Stone Point Wealth LLC 881.22%1.44%1.90%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 880.34%0.50%0.71%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 883.70%7.12%10.79%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 880.70%1.30%1.89%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
Summit Wealth Group, LLC 510.51%4.42%7.54%Q4 2019Q2 20238
WealthCare Investment Partners, LLC 880.13%0.25%0.37%Q4 2021Q3 20238
Echo45 Advisors LLC 886.28%7.07%8.01%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.36%0.67%1.12%Q4 2021Q3 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.06%0.12%0.30%Q2 2016Q1 20188
BOSTON PRIVATE BANK & TRUST CO 881.12%1.41%1.82%Q2 2013Q1 20158
Topel & Distasi Wealth Management, LLC 880.20%1.11%4.27%Q4 2021Q3 20238
Concord Wealth Partners 410.00%0.00%0.00%Q1 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 881.24%2.37%3.88%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 883.98%4.45%4.86%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.12%0.16%0.24%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.32%0.48%0.56%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 881.10%1.29%1.47%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.13%1.45%2.13%Q4 2021Q3 20238
KCS Wealth Advisory 710.00%0.25%0.39%Q3 2019Q3 20228
Axiom Advisory, LLC 881.35%1.94%2.66%Q4 2021Q3 20238
TI-TRUST, INC 883.15%3.30%3.62%Q4 2021Q3 20238
Hayden Royal, LLC 620.16%0.42%0.62%Q2 2019Q2 20218
Red Tortoise LLC 440.13%0.56%1.72%Q3 2021Q3 20238
City State Bank 880.01%0.32%1.39%Q4 2021Q3 20238
Brewster Financial Planning LLC 8811.12%12.24%13.64%Q4 2021Q3 20238
Allegis Investment Advisors, LLC 880.09%0.71%1.53%Q4 2015Q3 20178
HB Wealth Management, LLC 880.16%0.27%0.50%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.02%0.03%0.04%Q1 2020Q4 20218
Apeiron RIA LLC 880.02%0.24%0.38%Q4 2021Q3 20238
Minot Wealth Management LLC 880.09%0.27%0.90%Q3 2020Q2 20228
EAGLE ROCK INVESTMENT COMPANY, LLC 883.78%4.38%5.09%Q4 2021Q3 20238
WP Advisors, LLC 510.09%0.46%1.06%Q4 2016Q1 20198
Washington Trust Advisors, Inc. 880.05%0.10%0.14%Q4 2021Q3 20238
Farmers & Merchants Trust Co of Long Beach 530.06%0.07%0.08%Q3 2021Q3 20238
Ascent Group, LLC 880.46%3.00%5.91%Q4 2021Q3 20238
Security Financial Services, INC. 880.28%0.52%0.79%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.27%0.60%0.91%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.11%2.33%6.00%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.02%Q4 2021Q3 20238
High Net Worth Advisory Group LLC 530.01%0.06%0.14%Q4 2021Q4 20238
Truadvice, LLC 440.10%0.21%0.43%Q3 2020Q3 20238
Leo H. Evart, Inc. 883.60%7.31%13.49%Q4 2021Q3 20238
WASHINGTON CAPITAL MANAGEMENT, INC 770.26%3.73%6.12%Q1 2022Q3 20237
Kovitz Investment Group Partners, LLC 310.01%0.14%0.50%Q2 2020Q3 20237
NVWM, LLC 610.00%0.00%0.01%Q4 2018Q3 20237
Clark Capital Management Group, Inc. 770.02%0.03%0.04%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.26%0.52%0.76%Q2 2020Q4 20217
20/20 Capital Management, Inc. 770.25%0.38%0.94%Q4 2019Q2 20217
Ignite Planners, LLC 770.16%0.25%0.35%Q4 2021Q2 20237
Benedetti & Gucer, Inc. 770.23%0.79%2.07%Q4 2021Q2 20237
Applied Capital LLC 771.42%2.71%4.96%Q1 2021Q3 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 772.66%3.01%3.34%Q1 2022Q3 20237
Bank of New Hampshire 770.02%0.03%0.04%Q1 2022Q3 20237
ABSOLUTE CAPITAL MANAGEMENT, LLC 520.11%0.74%1.35%Q4 2021Q3 20237
Accurate Wealth Management, LLC 770.07%0.19%0.46%Q1 2022Q3 20237
US FINANCIAL ADVISORS, LLC 520.04%1.04%1.97%Q2 2015Q1 20217
Integrated Wealth Management 770.01%0.03%0.10%Q1 2015Q3 20167
Private Portfolio Partners LLC 770.11%0.14%0.18%Q1 2022Q3 20237
Avestar Capital, LLC 770.00%0.24%0.68%Q4 2017Q2 20197
Affinity Capital Advisors, LLC 770.96%2.49%3.95%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 510.00%0.11%0.19%Q4 2019Q1 20227
CFO4Life Group, LLC 520.05%0.20%0.54%Q2 2018Q2 20217
Blankinship & Foster, LLC 410.11%0.14%0.17%Q2 2017Q1 20227
Adaptive Financial Consulting, LLC 520.16%0.39%0.59%Q4 2019Q3 20237
LOCKERMAN FINANCIAL GROUP, INC. 520.61%1.65%2.74%Q4 2021Q3 20237
BADGLEY PHELPS & BELL INC 770.26%0.35%0.40%Q4 2014Q2 20167
Aprio Wealth Management, LLC 770.09%3.70%7.83%Q1 2022Q3 20237
Milliman Financial Risk Management LLC 771.38%1.90%2.24%Q4 2015Q2 20177
NCM Capital Management, LLC 770.17%0.23%0.34%Q1 2022Q3 20237
Financial Connections Group, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
BLODGETT WEALTH ADVISORS, LLC 770.74%0.83%0.92%Q4 2021Q2 20237
Houlihan Financial Resource Group, Ltd. 314.33%5.02%6.68%Q4 2019Q3 20237
Hoover Financial Advisors, Inc. 770.02%0.07%0.17%Q4 2019Q2 20217
Covestor Ltd 770.00%0.00%0.01%Q4 2021Q2 20237
Mechanics Bank Trust Department 770.05%0.05%0.05%Q3 2016Q1 20187
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.05%0.06%Q4 2021Q2 20237
Refined Wealth Management 776.76%8.16%10.00%Q2 2021Q4 20227
Legacy Wealth Partners, Inc. 770.27%0.48%0.64%Q4 2019Q2 20217
Dominick & Dominick LLC 770.65%0.78%0.98%Q2 2013Q4 20147
Karp Capital Management Corp 410.00%0.05%0.25%Q4 2014Q2 20207
Lion Street Advisors, LLC 510.08%1.30%2.42%Q4 2019Q3 20237
SteelPeak Wealth, LLC 770.02%0.08%0.14%Q2 2020Q4 20217
Intergy Private Wealth, LLC 770.24%0.32%0.36%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.17%0.20%0.26%Q1 2022Q3 20237
Placemark Investments, Inc. 770.10%0.18%0.30%Q2 2013Q4 20147
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Zions Trust, National Association 7732.88%34.17%34.97%Q2 2013Q4 20147
Watchman Group, Inc. 770.30%9.04%14.09%Q1 2022Q3 20237
Braun-Bostich & Associates Inc. 431.50%2.63%4.41%Q4 2020Q3 20227
Monument Capital Management 770.26%0.53%0.92%Q2 2018Q4 20197
Beacon Capital Management, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Sage Investment Advisers LLC 430.59%3.22%4.33%Q4 2021Q3 20237
SOFI WEALTH, LLC 774.27%4.69%5.18%Q1 2022Q3 20237
Secure Asset Management, LLC 770.12%0.59%1.03%Q4 2019Q2 20217
Chico Wealth RIA 770.91%1.23%1.43%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 771.12%2.01%2.71%Q1 2022Q3 20237
HRT FINANCIAL LP 210.00%0.02%0.06%Q3 2019Q4 20227
ICA Group Wealth Management, LLC 770.16%0.32%0.49%Q1 2022Q3 20237
Stephens Consulting, LLC 610.02%1.11%2.63%Q4 2021Q3 20237
Northwest Capital Management Inc 520.04%0.13%0.28%Q1 2021Q3 20237
Rockwood Wealth Management, LLC 770.53%1.46%2.25%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.02%0.05%0.22%Q4 2020Q4 20227
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 310.03%0.24%0.44%Q4 2020Q4 20227
GIRARD SECURITIES, INC. 770.22%0.74%2.24%Q1 2016Q3 20177
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
TCF National Bank 770.06%0.07%0.09%Q3 2019Q1 20217
Pinnacle Summer Investments, Inc. 770.32%1.08%1.86%Q2 2014Q4 20157
COUNTRY CLUB BANK /GFN 770.18%0.21%0.34%Q1 2022Q3 20237
Polaris Wealth Advisory Group, LLC 430.00%0.02%0.04%Q2 2013Q3 20187
ORSER CAPITAL MANAGEMENT, LLC 520.20%0.89%2.30%Q4 2017Q1 20227
L.M. KOHN & COMPANY 770.18%0.22%0.28%Q1 2022Q3 20237
BALDWIN BROTHERS LLC/MA 520.00%0.00%0.01%Q1 2022Q4 20237
UNITED BANK, INC. 770.40%0.43%0.45%Q1 2016Q3 20177
Titan Capital Management, LLC /TX 520.26%3.67%6.80%Q4 2018Q4 20217
Gary Goldberg Planning Services Inc 770.04%0.05%0.06%Q2 2013Q4 20147
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
VERITY Wealth Advisors 770.61%0.64%0.71%Q2 2022Q4 20237
USAdvisors Wealth Management, LLC 520.17%0.68%1.65%Q4 2018Q3 20227
Cornell Pochily Investment Advisors, Inc. 770.24%0.56%0.86%Q3 2020Q1 20227
MATRIX ASSET ADVISORS INC/NY 770.04%0.05%0.06%Q3 2019Q1 20217
Maryland Capital Management 770.04%0.07%0.08%Q2 2020Q4 20217
ELM ADVISORS, LLC 610.08%0.25%0.61%Q3 2018Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.02%0.04%Q1 2021Q4 20227
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 770.02%0.03%0.08%Q4 2017Q2 20197
CORDA Investment Management, LLC. 310.09%0.11%0.15%Q2 2019Q3 20227
Marks Wealth, LLC 770.43%2.58%6.76%Q4 2020Q2 20227
Journey Advisory Group, LLC 770.05%0.07%0.08%Q2 2021Q4 20227
REIK & CO., LLC 770.08%0.09%0.10%Q2 2013Q4 20147
Ascent Wealth Partners, LLC 660.15%0.30%0.38%Q2 2022Q3 20236
NewSquare Capital LLC 420.00%0.00%0.00%Q3 2017Q3 20236
Allianz Asset Management GmbH 510.00%0.00%0.00%Q4 2015Q2 20206
Virtu Financial LLC 510.02%0.07%0.13%Q4 2017Q3 20196
TD Ameritrade Trust Co 662.90%3.85%5.96%Q4 2017Q1 20196
Merriman Wealth Management, LLC 660.04%0.04%0.06%Q2 2022Q3 20236
Rotella Capital Management, Inc. 660.84%3.03%5.21%Q3 2013Q4 20146
Advocacy Wealth Management Services, LLC 310.09%0.59%1.55%Q2 2013Q2 20176
KMS FINANCIAL SERVICES, INC 660.31%1.81%2.57%Q2 2013Q3 20146
FIC CAPITAL INC 660.20%1.71%2.57%Q2 2016Q3 20176
Balentine LLC 510.00%0.01%0.04%Q2 2016Q3 20236
Summit Asset Management, LLC 660.15%0.17%0.19%Q2 2013Q3 20146
LBA Wealth Management, LLC 660.00%0.00%0.00%Q4 2015Q1 20176
DRW Securities, LLC 310.08%0.38%0.83%Q2 2013Q4 20176
Argentus Capital Management, LLC 510.01%0.07%0.20%Q4 2014Q3 20166
Palo Capital, Inc. 420.23%0.59%1.15%Q1 2017Q4 20186
Tradewinds Capital Management, LLC 210.00%0.00%0.01%Q4 2013Q1 20236
EXCHANGE TRADED CONCEPTS, LLC 310.09%3.30%12.56%Q3 2020Q4 20236
McAdams Wright Ragen, Inc. 660.01%0.02%0.02%Q2 2013Q3 20146
Verition Fund Management LLC 210.06%0.30%0.53%Q2 2019Q4 20216
CEDAR HILL ASSOCIATES, LLC 660.70%1.99%3.78%Q3 2017Q4 20186
STATE STREET CORP 510.00%0.00%0.00%Q3 2016Q3 20226
Capital Investment Counsel, Inc 660.09%0.10%0.11%Q2 2013Q3 20146
MORRIS FINANCIAL CONCEPTS, INC. 660.22%0.53%1.62%Q2 2022Q3 20236
Dorsey & Whitney Trust CO LLC 330.08%0.16%0.25%Q2 2013Q3 20236
PERSONAL CFO SOLUTIONS, LLC 420.04%0.14%0.27%Q3 2019Q1 20226
MONARCH CAPITAL MANAGEMENT INC/ 660.10%0.18%0.38%Q1 2021Q2 20226
CHOREO, LLC 510.03%0.06%0.08%Q1 2016Q3 20236
WOODSTOCK CORP 660.23%0.59%1.01%Q3 2014Q4 20156
Dorsey Wright & Associates 664.40%5.17%5.75%Q2 2013Q3 20146
Financial Sense Advisors, Inc. 510.14%0.93%1.44%Q3 2019Q1 20226
FOUNDERS BANK & TRUST 660.01%0.02%0.02%Q3 2013Q4 20146
Good Life Advisors, LLC 510.02%0.05%0.08%Q1 2020Q1 20226
BROWN ADVISORY INC 660.00%0.01%0.01%Q2 2022Q3 20236
LeJeune Puetz Investment Counsel LLC 660.04%0.05%0.05%Q3 2021Q4 20226
Founders Capital Management 660.01%0.01%0.01%Q1 2017Q2 20186
Capital Bank & Trust Co 420.00%0.01%0.01%Q3 2019Q2 20216
1919 Investment Counsel, LLC 660.50%0.53%0.58%Q2 2013Q3 20146
Squar Milner Financial Services LLC 220.00%0.01%0.06%Q2 2018Q1 20206
TAURUS ASSET MANAGEMENT, LLC 660.04%0.04%0.05%Q3 2016Q4 20176
Requisite Capital Management, LLC 660.76%0.97%1.13%Q1 2021Q2 20226
Newport Wealth Strategies, Inc. 660.28%0.39%0.52%Q2 2020Q3 20216
Elmwood Wealth Management, Inc. 660.51%0.70%1.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.05%0.06%0.08%Q2 2022Q3 20236
FIRST MERCANTILE TRUST CO 660.52%2.68%5.59%Q2 2019Q3 20206
Exeter Financial, LLC 664.58%4.78%5.30%Q2 2022Q3 20236
Independent Family Office, LLC 660.36%0.43%0.50%Q2 2022Q3 20236
RONALD BLUE & CO LLC 660.12%0.13%0.14%Q1 2016Q2 20176
Black Diamond Financial, LLC 660.07%0.68%1.08%Q4 2020Q1 20226
Global Strategic Investment Solutions, LLC 661.04%2.67%3.62%Q1 2021Q2 20226
Hardy Reed LLC 660.28%0.31%0.34%Q2 2022Q3 20236
Apexium Financial, LP 660.19%0.22%0.26%Q2 2022Q3 20236
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 660.22%0.51%1.45%Q2 2022Q3 20236
BROOKS, MOORE & ASSOCIATES, INC. 660.17%0.18%0.20%Q2 2020Q3 20216
Jackson Hole Capital Partners, LLC 510.04%0.11%0.20%Q1 2022Q3 20236
WEST BANCORPORATION INC 420.05%0.09%0.14%Q4 2019Q1 20226
Cedar Brook Financial Partners, LLC 660.05%0.07%0.08%Q2 2022Q3 20236
Signify Wealth 663.13%8.18%12.60%Q2 2022Q3 20236
Golden State Wealth Management, LLC 330.01%0.07%0.17%Q1 2019Q3 20206
Enterprise Trust & Investment Co 660.00%0.00%0.00%Q2 2019Q3 20206
Banque Cantonale Vaudoise 660.01%0.01%0.02%Q2 2022Q3 20236
WASHBURN CAPITAL MANAGEMENT, INC. 660.38%0.67%0.97%Q4 2019Q1 20216
Blueprint Investment Partners LLC 660.60%0.72%0.81%Q4 2021Q1 20236
LWS Wealth Advisors, Inc. 420.24%4.98%9.70%Q2 2020Q2 20226
TOBIAS FINANCIAL ADVISORS, INC. 660.23%8.59%12.91%Q2 2022Q3 20236
Integer Wealth Advisors Group LLC 660.22%0.29%0.39%Q4 2019Q1 20216
Fusion Capital, LLC 660.19%0.30%0.46%Q3 2020Q4 20216
NWK Group, Inc. 660.04%0.05%0.07%Q3 2020Q4 20216
Stifel Trust Company, N.A. 660.31%0.34%0.39%Q2 2013Q3 20146
Center for Financial Planning, Inc. 410.02%0.02%0.04%Q1 2020Q3 20236
Total Clarity Wealth Management, Inc. 210.00%0.06%0.37%Q4 2019Q3 20236
Tempus Wealth Planning, LLC 420.13%0.16%0.21%Q2 2021Q4 20226
Advisor Resource Council 660.05%0.09%0.16%Q2 2021Q3 20226
WFA of San Diego, LLC 210.08%0.13%0.16%Q3 2021Q3 20236
KWB Wealth 660.28%0.68%1.17%Q4 2020Q1 20226
SWMG, LLC 660.11%0.26%0.44%Q4 2020Q1 20226
Financial Network Wealth Management LLC 510.11%0.17%0.26%Q1 2021Q3 20226
KAVAR CAPITAL PARTNERS GROUP, LLC 210.10%0.15%0.26%Q4 2020Q3 20236
TCG Advisory Services, LLC 410.04%0.10%0.19%Q2 2021Q1 20236
Prosperity Planning, Inc. 661.18%1.85%2.16%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.10%0.10%0.11%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Safeguard Investment Advisory Group, LLC 420.13%0.24%0.44%Q4 2020Q2 20236
Blue Trust, Inc. 660.35%0.53%0.72%Q2 2022Q3 20236
Wescott Financial Advisory Group, LLC 660.80%1.20%1.74%Q2 2022Q3 20236
Blue Barn Wealth, LLC 660.23%0.32%0.43%Q2 2021Q3 20226
Householder Group Estate & Retirement Specialist, LLC 410.12%0.32%0.45%Q4 2021Q3 20236
DGS Capital Management, LLC 660.36%0.50%0.62%Q4 2021Q1 20236
Shore Point Advisors, LLC 660.24%0.28%0.32%Q2 2022Q3 20236
Perfromance Wealth Partners, LLC 660.03%0.08%0.11%Q2 2022Q3 20236
Lauterbach Financial Advisors, LLC 660.18%0.22%0.30%Q2 2022Q3 20236
Frontier Asset Management, LLC 660.68%0.82%1.05%Q2 2022Q3 20236
Forum Private Client Group LLC 661.71%1.84%1.98%Q1 2022Q2 20236
VANCE WEALTH, INC. 420.11%0.35%0.60%Q4 2021Q3 20236
O'ROURKE & COMPANY, Inc 420.19%0.29%0.35%Q4 2021Q2 20236
BetterWealth, LLC 664.98%5.65%6.44%Q2 2022Q3 20236
Montz Harcus Wealth Management LLC 660.20%0.22%0.24%Q2 2022Q3 20236
Lansing Street Advisors 660.69%3.21%4.37%Q1 2022Q2 20236
WARNER FINANCIAL, INC 510.14%0.16%0.18%Q4 2021Q3 20236
Redwood Financial Network Corp 660.26%0.33%0.41%Q1 2022Q2 20236
RETIREMENT GUYS FORMULA LLC 510.14%0.31%0.48%Q1 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.05%0.07%0.10%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Rappaport Reiches Capital Management, LLC 660.57%1.08%2.10%Q2 2022Q3 20236
1ST SOURCE BANK 660.04%0.08%0.09%Q3 2014Q4 20156
UBS AG 660.10%0.14%0.18%Q2 2013Q3 20146
MARINO, STRAM & ASSOCIATES LLC 420.18%0.59%1.01%Q2 2020Q4 20216
COMMUNITY BANK SYSTEM, INC. 660.51%0.55%0.61%Q2 2013Q3 20146
WASHINGTON TRUST Co 510.00%0.00%0.01%Q2 2018Q3 20216
MUNDER CAPITAL MANAGEMENT 660.02%0.02%0.02%Q2 2013Q3 20146
WHITENER CAPITAL MANAGEMENT, INC. 510.01%0.01%0.01%Q1 2018Q3 20196
BTR CAPITAL MANAGEMENT INC 660.10%0.11%0.12%Q2 2021Q3 20226
AXA S.A. 660.00%0.00%0.00%Q2 2018Q3 20196
NEW ENGLAND SECURITIES CORP /MA/ 660.16%0.21%0.28%Q2 2013Q3 20146
VALLEY WEALTH MANAGERS, INC. 660.01%0.03%0.16%Q2 2022Q3 20236
Calamos Advisors LLC 210.00%0.00%0.01%Q3 2018Q2 20225
Baystate Wealth Management LLC 550.01%0.05%0.08%Q3 2022Q3 20235
SHELTON CAPITAL MANAGEMENT 410.02%0.02%0.03%Q4 2014Q2 20165
MGO Private Wealth, LLC 550.63%3.05%8.65%Q3 2022Q3 20235
Fermata Advisors, LLC 550.08%0.31%0.57%Q1 2021Q1 20225
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
Schiavi & Co LLC 550.30%0.38%0.52%Q3 2022Q3 20235
Canvas Wealth Advisors, LLC 550.39%0.47%0.55%Q3 2022Q3 20235
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
CoreCap Advisors, LLC 550.06%0.79%1.15%Q4 2021Q4 20225
Wolf Group Capital Advisors 550.18%0.26%0.29%Q4 2013Q4 20145
One Wealth Advisors, LLC 410.03%0.05%0.06%Q4 2017Q1 20195
Newman & Schimel, LLC 550.12%8.63%14.51%Q4 2021Q4 20225
VALLEY NATIONAL BANCORP 552.34%3.90%4.78%Q4 2013Q4 20145
Firestone Capital Management 410.12%0.43%0.72%Q2 2020Q3 20215
Stonebridge Financial Planning Group, LLC 550.05%0.10%0.15%Q2 2020Q2 20215
Gupta Wealth Management LLC 550.08%0.11%0.14%Q1 2015Q1 20165
RGT Wealth Advisors, LLC 410.08%0.11%0.17%Q4 2016Q3 20225
PARTNERS CAPITAL INVESTMENT GROUP, LLP 320.02%0.18%0.32%Q1 2020Q4 20215
BREMER TRUST NATIONAL ASSOCIATION 550.03%0.07%0.09%Q4 2017Q4 20185
Hexagon Capital Partners LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Matrix Trust Co 553.06%3.69%4.24%Q2 2019Q2 20205
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 320.09%0.71%1.68%Q4 2020Q1 20225
Fluent Financial, LLC 550.31%1.63%2.15%Q4 2020Q4 20215
Scott Capital Advisors, LLC 550.20%0.25%0.30%Q2 2022Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.03%0.08%0.13%Q4 2016Q4 20175
Neumann Capital Management, LLC 550.39%0.70%1.36%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.02%0.04%0.08%Q4 2021Q3 20235
Sensible Financial Planning & Management, LLC. 320.01%0.32%0.61%Q3 2014Q3 20165
Starfire Investment Advisers, Inc. 410.16%0.66%2.60%Q2 2015Q4 20175
SILVER OAK SECURITIES, INCORPORATED 320.04%0.08%0.21%Q2 2022Q3 20235
Insight Wealth Strategies, LLC 550.04%0.08%0.11%Q3 2020Q3 20215
Campbell Wealth Management 550.07%3.47%8.50%Q3 2022Q3 20235
Pinnacle Financial Group, LLC / IL 410.15%0.18%0.19%Q4 2021Q1 20235
BANK OF NOVA SCOTIA 410.02%0.08%0.13%Q3 2018Q4 20215
Briaud Financial Planning, Inc 555.03%9.81%15.71%Q4 2020Q4 20215
ATHERTON LANE ADVISERS, LLC 410.02%0.02%0.03%Q2 2014Q4 20155
Narus Financial Partners, LLC 550.28%0.46%0.59%Q3 2022Q3 20235
ETF Portfolio Partners, Inc. 411.12%4.23%16.49%Q4 2014Q1 20235
Legal & General Group Plc 550.00%0.00%0.00%Q2 2016Q2 20175
Summit Trail Advisors, LLC 320.18%0.22%0.30%Q4 2017Q3 20195
SJS Investment Consulting Inc. 320.00%0.09%0.15%Q4 2021Q1 20235
Peterson Wealth Advisors, LLC 550.17%0.74%2.32%Q4 2017Q4 20185
Johnson Midwest Financial, LLC 550.02%0.05%0.07%Q3 2022Q3 20235
Bluefin Trading, LLC 210.02%0.09%0.18%Q3 2013Q2 20175
Personal Wealth Partners 550.07%0.11%0.19%Q4 2018Q4 20195
FormulaFolio Investments, LLC 550.01%0.10%0.19%Q2 2020Q2 20215
Fidato Wealth LLC 557.30%8.26%9.07%Q4 2021Q4 20225
TFO Wealth Partners, LLC 550.01%0.10%0.22%Q4 2019Q4 20205
Souders Financial Advisors 551.72%1.86%2.02%Q3 2022Q3 20235
Portfolio Strategies Inc 550.01%0.17%0.52%Q4 2016Q4 20175
Coyle Financial Counsel LLC 320.06%0.32%0.61%Q3 2016Q2 20185
Ally Invest Advisors Inc. 550.04%0.07%0.11%Q3 2022Q3 20235
First Ascent Asset Management, LLC 550.41%0.67%1.09%Q4 2019Q4 20205
COLTON GROOME FINANCIAL ADVISORS, LLC 320.10%0.14%0.18%Q3 2019Q1 20235
Royal Fund Management, LLC 310.00%0.00%0.00%Q4 2016Q1 20205
Long Wharf Investors, Inc. 550.51%0.60%0.69%Q2 2013Q2 20145
Parkside Investments, LLC 550.11%0.39%0.90%Q4 2018Q4 20195
Everhart Financial Group, Inc. 550.18%0.87%2.93%Q3 2022Q3 20235
Gotham Asset Management, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
Clearstead Trust, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
LCNB CORP 550.25%0.34%0.42%Q4 2016Q4 20175
Advanced Asset Management Advisors Inc 320.18%0.23%0.28%Q4 2017Q1 20195
Beacon Pointe Wealth Advisors, LLC 550.46%0.58%0.76%Q4 2018Q4 20195
TITLEIST CAPITAL, LLC 550.11%0.34%0.51%Q4 2021Q4 20225
Capital Square, LLC 551.88%2.04%2.22%Q4 2020Q4 20215
Compass Wealth Management LLC 550.06%0.09%0.13%Q4 2022Q4 20235
CBIZ Investment Advisory Services, LLC 411.06%3.08%4.20%Q2 2022Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 550.05%0.10%0.18%Q4 2021Q4 20225
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 553.31%4.15%5.13%Q4 2020Q4 20215
WealthPlan Investment Management, LLC 410.00%0.02%0.07%Q1 2022Q2 20235
Gibson Wealth Advisors LLC 550.00%0.50%1.30%Q4 2021Q4 20225
GHP Investment Advisors, Inc. 410.00%0.01%0.01%Q1 2022Q3 20235
Delta Investment Management, LLC 550.12%0.37%0.68%Q3 2022Q3 20235
ADE, LLC 550.17%0.18%0.20%Q4 2020Q4 20215
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 410.00%0.01%0.04%Q2 2013Q1 20185
Essex Savings Bank 320.03%0.05%0.08%Q4 2018Q3 20235
SAM Advisors, LLC 550.12%0.89%3.90%Q3 2022Q3 20235
Pinnacle Wealth Management Group, Inc. 550.33%0.44%0.64%Q2 2021Q2 20225
Global Wealth Strategies & Associates 551.46%1.97%2.15%Q4 2022Q4 20235
Colonial Trust Co / SC 550.04%0.08%0.22%Q3 2022Q3 20235
Tidal Investments LLC 550.12%0.15%0.20%Q4 2018Q4 20195
Sonora Investment Management, LLC 210.00%0.00%0.01%Q4 2017Q3 20215
COMPASS FINANCIAL ADVISORS LLC 550.24%0.28%0.33%Q4 2021Q4 20225
ML & R WEALTH MANAGEMENT LLC 550.13%0.20%0.32%Q3 2022Q3 20235
FIRST HORIZON CORP 410.10%3.15%5.15%Q2 2013Q2 20215
Pallas Capital Advisors LLC 550.12%0.30%0.59%Q1 2021Q1 20225
Cooper Financial Group 410.07%0.19%0.40%Q4 2020Q3 20235
Hills Bank & Trust Co 320.02%0.02%0.02%Q1 2021Q2 20225
Advance Capital Management, Inc. 410.02%0.03%0.05%Q4 2021Q3 20235
My Personal CFO, LLC 550.53%1.34%3.48%Q3 2022Q3 20235
Ruggie Capital Group 210.00%0.03%0.04%Q2 2015Q4 20185
Cable Hill Partners, LLC 410.00%1.19%5.34%Q4 2015Q3 20175
Horizons Wealth Management 550.02%0.03%0.03%Q2 2022Q2 20235
Westside Investment Management, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
BRR OpCo, LLC 550.09%0.21%0.42%Q4 2019Q4 20205
Pekin Hardy Strauss, Inc. 320.02%0.03%0.03%Q3 2021Q1 20235
NewEdge Wealth, LLC 410.01%0.01%0.03%Q4 2021Q1 20235
Livingston Group Asset Management CO (operating as Southport Capital Management) 551.50%2.11%2.94%Q1 2021Q1 20225
TRIAD FINANCIAL ADVISORS, INC. 550.48%3.93%5.05%Q3 2022Q3 20235
S. R. Schill & Associates 550.11%0.12%0.14%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.51%0.55%0.57%Q3 2022Q3 20235
Red Cedar Capital, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
DIXON HUBARD FEINOUR & BROWN INC/VA 550.36%0.74%1.32%Q2 2021Q2 20225
Independence Advisors, LLC 550.04%0.11%0.16%Q3 2019Q3 20205
DRIVE WEALTH MANAGEMENT, LLC 320.57%0.71%0.78%Q4 2021Q3 20235
CMC Financial Group 550.51%8.47%27.45%Q4 2018Q4 20195
Perennial Investment Advisors, LLC 550.07%0.13%0.23%Q3 2022Q3 20235
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.01%0.01%Q4 2019Q4 20205
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 552.64%2.98%3.37%Q4 2020Q4 20215
Great Lakes Retirement, Inc. 320.40%0.61%0.84%Q4 2019Q3 20235
PRW Wealth Management LLC 550.21%0.60%0.90%Q1 2021Q1 20225
Gray Wealth Management Inc. 440.12%0.14%0.15%Q4 2020Q3 20214
RIA Advisory Group LLC 440.50%0.73%1.07%Q4 2022Q3 20234
Hilltop Partners LLC 440.12%0.63%1.86%Q4 2022Q3 20234
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q3 2018Q2 20214
CORBETT ROAD CAPITAL MANAGEMENT, LLC 442.28%2.90%3.44%Q4 2019Q3 20204
Beaumont Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
Wallington Asset Management, LLC 440.00%0.56%2.23%Q1 2020Q4 20204
Cardinal Point Capital Management ULC 440.08%2.92%4.15%Q4 2022Q3 20234
Peachtree Investment Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Essential Planning, LLC. 442.95%3.39%4.10%Q4 2022Q3 20234
Corient Private Wealth LLC 440.50%0.54%0.60%Q4 2022Q3 20234
UNIONVIEW, LLC 440.36%0.38%0.41%Q4 2021Q3 20224
TIEMANN INVESTMENT ADVISORS, LLC 440.43%0.49%0.61%Q4 2022Q3 20234
Starfox Financial Services, LLC 310.24%2.66%9.86%Q4 2021Q3 20234
PALLADIUM PARTNERS LLC 210.01%0.01%0.02%Q2 2013Q4 20214
Cardinal Point Wealth Management Partners, LLC 442.47%2.70%2.97%Q4 2021Q3 20224
Ruedi Wealth Management, Inc. 440.27%0.30%0.32%Q4 2022Q3 20234
MITCHELL MCLEOD PUGH & WILLIAMS INC 310.10%0.14%0.17%Q3 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 446.51%6.85%7.05%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.08%0.15%0.24%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.37%0.86%1.12%Q4 2022Q3 20234
TRANSATLANTIQUE PRIVATE WEALTH LLC 440.11%0.34%0.86%Q3 2022Q2 20234
DRAVO BAY LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Coastwise Capital Group, LLC 440.27%0.33%0.39%Q4 2022Q3 20234
Hilton Capital Management, LLC 440.16%6.40%8.61%Q2 2022Q1 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.11%0.12%0.13%Q4 2022Q3 20234
Presidio Capital Management, LLC 440.21%0.74%0.98%Q4 2021Q3 20224
Warwick Investment Management, Inc. 440.14%0.17%0.21%Q4 2021Q3 20224
IMA Wealth, Inc. 440.00%0.00%0.01%Q2 2018Q1 20194
Delap Wealth Advisory, LLC 444.62%5.23%5.72%Q4 2022Q3 20234
DAVIS R M INC 220.01%0.01%0.02%Q3 2021Q3 20234
Barber Financial Group, Inc. 440.07%1.35%1.95%Q4 2016Q3 20174
First Allied Asset Management, Inc. 210.14%1.08%1.88%Q2 2013Q1 20154
J.P. Turner & Co Capital Mnagement, LLC 440.64%0.88%1.45%Q4 2014Q3 20154
SageView Advisory Group, LLC 440.75%0.83%0.91%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.01%0.01%0.01%Q4 2021Q3 20224
Smart Money Group LLC 210.48%1.23%1.97%Q4 2017Q4 20214
SPRENG CAPITAL MANAGEMENT, INC. 310.15%0.20%0.28%Q4 2020Q4 20214
GODSEY & GIBB, INC 310.00%0.01%0.03%Q2 2019Q1 20234
WRAPMANAGER INC 440.10%0.10%0.11%Q4 2015Q3 20164
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
PBMares Wealth Management LLC 310.09%1.16%1.59%Q1 2021Q2 20224
Hudson Capital Management LLC 442.31%2.55%2.94%Q4 2017Q3 20184
First Command Advisory Services, Inc. 210.00%4.02%15.76%Q4 2017Q4 20224
CHAPIN DAVIS, INC. 440.45%0.47%0.50%Q4 2022Q3 20234
ACADIA TRUST NA 310.18%0.22%0.23%Q3 2014Q4 20154
Aurora Private Wealth, Inc. 440.27%0.43%0.52%Q2 2020Q1 20214
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 210.08%0.17%0.27%Q3 2020Q3 20224
MD Financial Management Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
LEVEL FOUR FINANCIAL, LLC 441.26%1.54%1.69%Q4 2020Q3 20214
CHILTON CAPITAL MANAGEMENT LLC 440.02%0.03%0.03%Q2 2013Q1 20144
Tuttle Capital Management, LLC 210.10%0.25%0.50%Q2 2016Q1 20184
Measured Wealth Private Client Group, LLC 440.15%0.25%0.37%Q3 2018Q2 20194
Verdence Capital Advisors LLC 310.04%0.04%0.05%Q3 2021Q4 20224
ROCKLAND TRUST CO 310.02%0.03%0.05%Q1 2014Q2 20234
King Wealth Management Group 440.16%0.21%0.27%Q4 2013Q3 20144
Wealth Quarterback LLC 220.01%0.03%0.06%Q4 2019Q3 20214
PSI Advisors, LLC 210.00%0.00%0.01%Q4 2019Q3 20234
DENVER INVESTMENT ADVISORS LLC 440.01%0.01%0.02%Q4 2014Q3 20154
VOYA INVESTMENT MANAGEMENT LLC 440.08%0.15%0.28%Q4 2022Q3 20234
EPIQ Capital Group, LLC 440.30%0.38%0.58%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.02%0.08%0.14%Q4 2017Q3 20184
Kernodle & Katon Asset Management Group, LLC 440.06%0.09%0.10%Q4 2015Q3 20164
Chicago Wealth Management, Inc. 441.03%1.42%1.99%Q4 2019Q3 20204
Strategic Capital Group LLC 440.04%0.36%0.58%Q3 2013Q2 20144
QUATTRO FINANCIAL ADVISORS LLC 440.03%0.12%0.23%Q1 2018Q4 20184
Sentinus, LLC 440.14%0.26%0.51%Q3 2022Q2 20234
INSIGHT 2811, INC. 310.68%1.13%2.31%Q4 2016Q2 20234
Bryn Mawr Capital Management, LLC 310.02%0.04%0.07%Q2 2022Q3 20234
OneAscent Financial Services LLC 210.08%0.25%0.50%Q2 2022Q3 20234
Legend Financial Advisors, Inc. 440.01%0.03%0.07%Q3 2022Q2 20234
Surevest, LLC 440.05%0.52%0.69%Q4 2021Q3 20224
Crosspoint Capital Strategies, LLC 440.10%0.38%0.65%Q1 2015Q4 20154
Abbrea Capital, LLC 440.13%0.20%0.26%Q4 2016Q3 20174
Swift Run Capital 441.60%2.10%2.42%Q1 2020Q4 20204
DFPG INVESTMENTS, LLC 310.06%0.10%0.17%Q3 2019Q3 20234
Perennial Advisors, LLC 220.01%0.02%0.03%Q4 2016Q2 20214
Bull Oak Capital, LLC 212.40%4.56%8.18%Q4 2021Q3 20234
Equinox Institutional Asset Management, LP 4425.42%26.51%26.91%Q4 2015Q3 20164
Cypress Point Wealth Management, LLC 440.01%0.06%0.09%Q4 2020Q3 20214
Red Door Wealth Management, LLC 310.01%0.09%0.32%Q4 2019Q2 20214
Verity Asset Management, Inc. 440.32%1.25%3.28%Q3 2020Q2 20214
Waldron Private Wealth LLC 310.04%0.08%0.11%Q1 2019Q4 20224
Stone House Investment Management, LLC 440.30%0.32%0.34%Q4 2016Q3 20174
Jackson Creek Investment Advisors LLC 440.69%0.72%0.74%Q4 2022Q3 20234
Rise Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Foothills Asset Management, Ltd. 440.21%0.88%1.42%Q2 2019Q1 20204
Glenview Trust Co 440.02%0.02%0.03%Q4 2021Q3 20224
GM Advisory Group, LLC 440.13%0.16%0.17%Q4 2016Q3 20174
Per Stirling Capital Management, LLC. 440.62%0.66%0.73%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 440.06%0.63%2.28%Q4 2022Q3 20234
IBEX WEALTH ADVISORS 210.01%0.06%0.09%Q4 2016Q2 20194
LifePro Asset Management 440.28%0.31%0.34%Q3 2022Q2 20234
Integris Wealth Management, LLC 4417.95%20.08%21.10%Q4 2022Q3 20234
Clearview Wealth Advisors LLC 440.25%0.49%1.17%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 310.03%0.22%0.33%Q3 2022Q3 20234
Clear Perspectives Financial Planning, LLC 210.00%1.79%7.14%Q4 2020Q4 20224
AGF MANAGEMENT LTD 440.02%0.02%0.02%Q4 2022Q3 20234
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q1 20194
InterOcean Capital Group, LLC 440.01%0.01%0.03%Q4 2022Q3 20234
HBK Sorce Advisory LLC 210.02%0.02%0.03%Q4 2017Q3 20224
Friedenthal Financial 446.27%9.66%13.48%Q2 2015Q1 20164
AHL Partners LLP 310.07%0.14%0.21%Q3 2016Q3 20174
VisionPoint Advisory Group, LLC 210.01%0.26%0.52%Q4 2018Q3 20234
Biltmore Family Office, LLC 440.43%0.58%0.82%Q4 2022Q3 20234
Tradewinds Global Investors, LLC 220.02%0.02%0.03%Q1 2015Q2 20164
HORIZON FINANCIAL SERVICES, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Morningstar Investment Management LLC 310.57%4.54%7.51%Q4 2018Q4 20194
SSI INVESTMENT MANAGEMENT LLC 440.25%0.56%0.90%Q4 2014Q3 20154
Pictet North America Advisors SA 440.02%0.03%0.03%Q3 2018Q2 20194
FIDUCIARY TRUST CO 310.01%0.01%0.02%Q2 2017Q3 20224
RAYNER & HAYNOR 445.98%6.70%7.58%Q4 2013Q3 20144
Keel Point, LLC 310.10%0.30%0.42%Q2 2015Q1 20224
TOWER TRUST Co 440.12%0.16%0.19%Q2 2013Q1 20144
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.00%Q4 2014Q3 20184
Eagle Capital Management, LLC 442.30%2.81%3.37%Q1 2021Q4 20214
Santori & Peters, Inc. 310.12%0.16%0.18%Q4 2017Q3 20234
Opal Wealth Advisors, LLC 310.17%0.74%2.29%Q4 2021Q4 20224
Sheaff Brock Investment Advisors, LLC 220.05%0.07%0.12%Q3 2017Q4 20184
Sutton Wealth Advisors Inc. 310.00%0.01%0.04%Q4 2018Q3 20234
Sound Stewardship, LLC 440.47%0.54%0.63%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.53%0.72%0.94%Q4 2022Q3 20234
Meritas Wealth Management, LLC 440.68%0.74%0.85%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 442.28%3.72%4.84%Q4 2022Q3 20234
Thrive Capital Management, LLC 440.16%0.20%0.25%Q4 2020Q3 20214
Frank, Rimerman Advisors LLC 440.35%0.39%0.46%Q4 2022Q3 20234
Vawter Financial, Ltd. 447.05%7.78%8.43%Q4 2022Q3 20234
Pioneer Wealth Management Group 4412.24%13.10%13.63%Q4 2022Q3 20234
First National Bank of South Miami 440.13%0.13%0.13%Q4 2018Q3 20194
VALLEY FINANCIAL MANAGEMENT, INC. 440.86%1.19%1.84%Q3 2022Q2 20234
Milestone Investment Advisors LLC 440.08%0.08%0.09%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.13%0.20%0.24%Q4 2022Q3 20234
Tillman Hartley LLC 443.78%4.21%5.33%Q4 2022Q3 20234
Next Capital Management LLC 440.02%0.02%0.03%Q4 2018Q3 20194
Gateway Wealth Partners, LLC 440.77%0.87%0.93%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 445.26%5.65%6.21%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.63%0.76%0.92%Q4 2022Q3 20234
Parker Financial LLC 446.54%6.68%6.88%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.13%0.16%0.21%Q4 2022Q3 20234
Better Money Decisions, LLC 440.36%1.86%6.12%Q4 2022Q3 20234
Michelson Medical Research Foundation, Inc. 443.51%7.66%9.89%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 444.41%8.58%10.76%Q4 2022Q3 20234
RVW Wealth, LLC 310.02%0.02%0.03%Q4 2021Q3 20234
WATERSHED PRIVATE WEALTH LLC 441.50%1.58%1.69%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.28%0.34%0.46%Q4 2022Q3 20234
NINE MASTS CAPITAL Ltd 440.73%0.93%1.13%Q2 2016Q1 20174
LWMG, LLC 441.83%2.02%2.18%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 443.75%3.92%4.08%Q4 2020Q3 20214
Mendota Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SWM Advisors 445.24%6.22%7.77%Q4 2021Q3 20224
Financial & Tax Architects, LLC 440.23%0.24%0.26%Q4 2022Q3 20234
NBT BANK N A /NY 440.11%0.15%0.18%Q4 2022Q3 20234
BANQUE PICTET & CIE SA 440.00%0.00%0.01%Q3 2018Q2 20194
Rinkey Investments 440.18%0.24%0.29%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Signature Wealth Management Group 440.07%0.07%0.08%Q4 2017Q3 20184
Allegiance Financial Group Advisory Services LLC 440.69%0.95%1.22%Q4 2022Q3 20234
Essex LLC 440.16%0.25%0.30%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 444.12%4.25%4.38%Q4 2022Q3 20234
VitalStone Financial, LLC 440.24%0.44%0.58%Q4 2022Q3 20234
RCS Financial Planning, LLC 441.26%1.49%1.74%Q4 2022Q3 20234
Shorepoint Capital Partners LLC 442.92%3.98%4.93%Q3 2022Q2 20234
Forza Wealth Management, LLC 441.64%1.86%2.30%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.03%0.04%0.04%Q1 2022Q4 20224
St. James Investment Advisors, LLC 313.20%7.74%11.94%Q4 2021Q4 20224
HawsGoodwin Investment Management LLC 441.17%2.16%2.87%Q4 2019Q3 20204
Elgethun Capital Management 440.22%0.25%0.27%Q3 2019Q2 20204
Hikari Power Ltd 440.96%1.07%1.33%Q2 2019Q1 20204
Cubic Asset Management, LLC 310.09%0.13%0.21%Q1 2015Q3 20164
TAGStone Capital, Inc. 440.18%0.43%0.84%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.06%0.06%0.07%Q4 2021Q3 20224
Professional Financial Advisors, LLC 332.13%2.49%2.76%Q1 2022Q3 20223
Motley Fool Wealth Management, LLC 330.06%0.06%0.07%Q4 2020Q2 20213
Mach-1 Financial Group, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Novak Financial Planning, LLC 332.64%3.08%3.56%Q4 2020Q2 20213
Bond & Devick Financial Network, Inc. 330.22%0.23%0.25%Q1 2021Q3 20213
SageGuard Financial Group, LLC 330.11%0.12%0.14%Q4 2020Q2 20213
RATIONAL ADVISORS LLC 210.01%0.10%0.28%Q2 2012Q3 20173
IFS Advisors, LLC 330.00%0.02%0.03%Q4 2022Q2 20233
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Forward Management, LLC 210.00%0.03%0.08%Q3 2016Q2 20173
DESCHAINE & COMPANY, LLC 330.48%0.54%0.68%Q4 2014Q2 20153
Cape Investment Advisory, Inc. 330.22%0.81%1.24%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.00%0.00%0.01%Q4 2017Q2 20183
Bernicke Wealth Management, Ltd. 330.28%0.37%0.43%Q4 2014Q2 20153
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
LGT Financial Advisors LLC 210.22%0.23%0.24%Q4 2022Q3 20233
Compass Financial Group, Inc. 337.96%8.34%8.55%Q4 2015Q2 20163
NorthCrest Asset Manangement, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
MOGY JOEL R INVESTMENT COUNSEL INC 330.09%0.10%0.10%Q1 2023Q3 20233
Private Advisory Group LLC 210.21%1.17%1.86%Q4 2020Q1 20223
Vantage Financial Partners, LLC 330.20%0.25%0.29%Q4 2021Q2 20223
Waterloo Capital, L.P. 333.92%5.09%6.50%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.01%0.36%0.66%Q3 2014Q2 20153
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.03%0.12%0.29%Q1 2022Q3 20233
VISTA FINANCE, LLC 330.52%0.76%0.94%Q4 2021Q2 20223
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q1 2022Q3 20233
Executive Wealth Management, LLC 330.02%0.02%0.03%Q4 2018Q2 20193
Litman Gregory Wealth Management LLC 110.00%0.03%0.04%Q1 2018Q3 20233
Empower Advisory Group, LLC 334.81%4.95%5.14%Q1 2023Q3 20233
Saba Capital Management, L.P. 110.02%0.27%0.49%Q2 2014Q2 20153
MRA Associates USA LLC 210.11%2.06%5.96%Q4 2018Q3 20193
BIP Wealth, LLC 330.11%0.19%0.31%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.22%0.33%0.43%Q1 2023Q3 20233
Parkside Advisors LLC 110.18%0.40%0.71%Q2 2022Q3 20233
Robertson Stephens Wealth Management, LLC 210.04%0.04%0.04%Q4 2021Q3 20233
RPg Family Wealth Advisory, LLC 210.02%0.03%0.04%Q4 2015Q3 20163
SCHNIEDERS CAPITAL MANAGEMENT LLC 330.10%0.11%0.12%Q2 2016Q4 20163
Glass Jacobson Investment Advisors llc 210.19%0.20%0.23%Q4 2022Q3 20233
Veracity Capital LLC 210.08%0.13%0.23%Q4 2019Q3 20203
FSA Wealth Management LLC 210.01%1.10%3.29%Q4 2019Q2 20223
BECKER CAPITAL MANAGEMENT INC 330.13%0.13%0.13%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.66%1.76%2.42%Q4 2021Q2 20223
Sequoia Wealth Management, LLC 330.24%0.35%0.56%Q1 2019Q3 20193
Capstone Triton Financial Group, LLC 210.11%0.14%0.16%Q4 2020Q2 20223
Penserra Capital Management LLC 210.35%0.47%0.55%Q4 2018Q1 20203
ZRC WEALTH MANAGEMENT, LLC 330.16%0.17%0.18%Q1 2023Q3 20233
Riverview Trust Co 330.04%0.05%0.05%Q4 2019Q2 20203
Horan Capital Advisors, LLC. 210.01%0.02%0.03%Q3 2019Q3 20203
FURE FINANCIAL CORP 330.04%0.05%0.07%Q3 2020Q1 20213
Versant Capital Management, Inc 210.00%0.00%0.01%Q1 2019Q3 20233
Waypoint Wealth Partners Inc. 210.08%0.40%0.85%Q2 2022Q3 20233
CADENCE BANK NA 330.13%0.13%0.14%Q3 2017Q1 20183
Cedar Wealth Management, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
CIBC BANK USA 330.04%0.04%0.06%Q2 2019Q4 20193
CHANNEL WEALTH LLC 330.16%0.66%1.04%Q1 2023Q3 20233
CAHABA WEALTH MANAGEMENT, INC. 330.02%0.03%0.05%Q1 2023Q3 20233
SimpliFi, Inc. 336.16%6.38%6.67%Q4 2017Q2 20183
WBI INVESTMENTS, LLC 330.32%0.47%0.65%Q1 2018Q3 20183
Jacobsen Capital Management 330.78%0.83%0.87%Q2 2019Q4 20193
Cottage Street Advisors LLC 210.12%0.14%0.15%Q2 2021Q1 20223
Intelligence Driven Advisers, LLC 330.05%0.47%0.77%Q4 2020Q2 20213
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 330.06%0.67%1.08%Q4 2021Q2 20223
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
Leelyn Smith, LLC 110.00%0.00%0.01%Q4 2019Q3 20223
Syntegra Private Wealth Group, LLC 210.04%0.07%0.10%Q4 2022Q3 20233
SMITH CAPITAL MANAGEMENT INC /AR/ADV 330.22%0.26%0.29%Q1 2020Q3 20203
HIGHLAND CAPITAL MANAGEMENT, LLC 330.13%0.14%0.14%Q2 2014Q4 20143
Simplify Asset Management Inc. 330.09%0.25%0.42%Q1 2023Q3 20233
D. SCOTT NEAL, INC. 210.01%0.44%0.69%Q4 2013Q3 20173
Cornerstone Planning Group LLC 210.34%0.46%0.62%Q4 2022Q3 20233
Western Pacific Wealth Management, LP 330.06%0.07%0.08%Q4 2021Q2 20223
PFG Investments, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
BMS Financial Advisors, LLC 212.74%6.96%10.66%Q3 2022Q2 20233
Three Bridge Wealth Advisors, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 331.14%1.48%2.15%Q1 2023Q3 20233
USA FINANCIAL FORMULAS 210.57%2.97%4.19%Q1 2019Q2 20203
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
River Wealth Advisors LLC 330.00%0.02%0.03%Q2 2018Q4 20183
MCMORGAN & CO LLC 331.33%2.86%4.71%Q2 2021Q4 20213
Liquid Strategies, LLC 330.94%1.13%1.33%Q2 2020Q4 20203
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 210.20%0.38%0.48%Q4 2021Q3 20223
Rinet Co LLC 330.12%0.20%0.25%Q1 2021Q3 20213
44 WEALTH MANAGEMENT LLC 330.08%0.08%0.08%Q4 2022Q2 20233
Montecito Bank & Trust 210.08%0.16%0.26%Q4 2013Q4 20163
HORIZON KINETICS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MKD WEALTH COACHES, LLC 330.03%0.03%0.04%Q4 2018Q2 20193
Sabal Trust CO 330.01%0.02%0.05%Q2 2013Q4 20133
Legacy Financial Strategies, LLC 330.21%0.22%0.24%Q4 2017Q2 20183
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CIBC WORLD MARKETS CORP 210.02%0.13%0.20%Q1 2016Q4 20223
ARROW FINANCIAL CORP 210.00%0.01%0.01%Q4 2015Q2 20223
Vanguard Capital Wealth Advisors 330.56%1.36%1.92%Q4 2017Q2 20183
HM Capital Management, LLC 330.30%0.50%0.85%Q4 2015Q2 20163
USCA RIA LLC 110.02%0.04%0.06%Q3 2015Q4 20193
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Old North State Trust, LLC 330.02%0.07%0.10%Q3 2022Q1 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.72%0.79%0.88%Q1 2023Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 210.04%0.05%0.06%Q3 2021Q3 20233
Guidant Wealth Advisors 330.01%0.01%0.01%Q1 2019Q3 20193
CABANA LLC 210.00%6.74%19.73%Q2 2020Q2 20223
BIVIN & ASSOCIATES, INC. 334.54%5.42%5.92%Q4 2021Q2 20223
Life Planning Partners, Inc 330.06%0.10%0.18%Q1 2022Q3 20223
ParenteBeard Wealth Management, LLC 210.05%0.11%0.14%Q2 2013Q4 20143
LODESTAR PRIVATE ASSET MANAGEMENT LLC 330.05%0.06%0.09%Q4 2022Q2 20233
Transform Wealth, LLC 330.35%0.37%0.39%Q2 2016Q4 20163
Manning & Napier Group, LLC 330.01%0.06%0.08%Q3 2019Q1 20203
Wechter Feldman Wealth Management, Inc. 330.27%4.54%13.00%Q4 2020Q2 20213
VANTAGEPOINT INVESTMENT ADVISERS LLC 333.04%3.84%4.63%Q2 2022Q4 20223
Centennial Wealth Advisory LLC 331.36%1.94%2.44%Q4 2020Q2 20213
COZAD ASSET MANAGEMENT INC 210.06%0.07%0.08%Q3 2021Q3 20223
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q3 2020Q1 20213
Syverson Strege & Co 330.02%0.29%0.78%Q2 2022Q4 20223
Charles Schwab Investment Advisory, Inc. 210.00%0.00%0.00%Q4 2018Q3 20223
ATALANTA SOSNOFF CAPITAL, LLC 110.01%0.03%0.04%Q1 2017Q4 20183
Ledyard National Bank 210.00%0.00%0.01%Q3 2015Q3 20173
Canton Hathaway, LLC 330.18%0.20%0.24%Q3 2020Q1 20213
SANDERS MORRIS HARRIS LLC 330.10%0.50%1.13%Q1 2016Q3 20163
Madrona Financial Services, LLC 210.48%1.36%1.82%Q2 2020Q3 20233
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.02%0.07%Q4 2021Q3 20233
Principle Wealth Partners LLC 330.03%0.04%0.05%Q2 2022Q4 20223
FIDUCIENT ADVISORS LLC 210.34%0.50%0.70%Q2 2022Q3 20233
Vickerman Investment Advisors, Inc. 330.26%1.73%4.42%Q3 2021Q1 20223
RiverGlades Family Offices LLC 110.51%3.02%7.53%Q1 2018Q1 20233
Gratus Capital, LLC 330.02%0.03%0.04%Q1 2022Q3 20223
Redhawk Wealth Advisors, Inc. 330.08%0.08%0.08%Q3 2020Q1 20213
Kraft, Davis & Associates, LLC 210.23%0.39%0.71%Q4 2022Q3 20233
Steinberg Global Asset Management 330.05%0.06%0.06%Q2 2017Q4 20173
Capital Wealth Planning, LLC 210.06%0.07%0.08%Q2 2019Q1 20203
Grey Fox Wealth Advisors, LLC 210.08%0.43%1.13%Q4 2022Q3 20233
W.H. Cornerstone Investments Inc. 210.28%0.34%0.43%Q3 2022Q2 20233
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q3 2013Q2 20143
Integrity Financial Corp /WA 330.00%0.00%0.00%Q1 2023Q3 20233
WINTRUST INVESTMENTS LLC 330.06%0.07%0.08%Q2 2017Q4 20173
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
One Capital Management, LLC 110.00%0.03%0.07%Q3 2014Q3 20203
Sharper & Granite LLC 330.14%0.16%0.18%Q4 2022Q2 20233
Altium Wealth Management LLC 330.05%0.28%0.42%Q4 2017Q2 20183
Elm Partners Management LLC 335.79%9.08%15.53%Q4 2018Q2 20193
Arkos Global Advisors 220.36%0.39%0.41%Q4 2018Q1 20192
CCG WEALTH MANAGEMENT, LLC 110.40%0.77%1.14%Q4 2018Q1 20222
FIRST NATIONAL TRUST CO 110.02%0.02%0.03%Q2 2017Q2 20212
Destination Wealth Management 110.00%0.01%0.01%Q3 2018Q2 20222
DAVIDSON INVESTMENT ADVISORS 220.02%0.02%0.02%Q4 2021Q1 20222
RED CEDAR INVESTMENT MANAGEMENT, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
COHEN & STEERS, INC. 110.01%0.02%0.03%Q2 2020Q4 20202
Sound View Wealth Advisors Group, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.17%0.30%Q2 2013Q3 20132
Western Asset Management Company, LLC 110.00%0.01%0.01%Q3 2015Q3 20162
Vigilare Wealth Management 220.24%0.63%1.02%Q2 2020Q3 20202
Belmont Capital, LLC 220.04%0.04%0.04%Q2 2020Q3 20202
Maxim Capital Management LLC 220.40%0.48%0.56%Q1 2020Q2 20202
Physician Wealth Advisors, Inc. 220.13%0.13%0.13%Q3 2019Q4 20192
VERUS CAPITAL PARTNERS, LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Laffer Tengler Investments, Inc. 220.00%0.00%0.01%Q2 2020Q3 20202
Chesapeake Wealth Management 220.07%0.08%0.10%Q4 2020Q1 20212
Douglass Winthrop Advisors, LLC 220.09%0.09%0.09%Q1 2015Q2 20152
Virtue Capital Management, LLC 220.02%0.04%0.06%Q4 2017Q1 20182
DDD Partners, LLC 220.17%0.17%0.17%Q1 2018Q2 20182
Ballew Advisors, Inc 220.01%0.01%0.01%Q2 2018Q3 20182
Single Point Partners, LLC 220.02%0.03%0.04%Q2 2020Q3 20202
Sanctuary Wealth Management, L.L.C. 220.01%0.01%0.01%Q2 2023Q3 20232
Successful Portfolios LLC 220.20%0.58%0.95%Q2 2023Q3 20232
Hochman Cole Investment Advisors, Inc. 220.60%0.62%0.64%Q4 2017Q1 20182
MCIA Inc 220.14%0.14%0.15%Q2 2017Q3 20172
Epstein & White Financial LLC 110.08%0.35%0.62%Q1 2018Q2 20212
Procyon Advisors, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Intercontinental Wealth Advisors, LLC 220.22%0.24%0.25%Q1 2023Q2 20232
Idaho Trust Bank 220.39%0.45%0.50%Q2 2023Q3 20232
Oak Point Wealth Management 220.04%0.14%0.25%Q4 2017Q1 20182
Johnson Financial Group, LLC 221.98%2.22%2.47%Q4 2016Q1 20172
Ahrens Investment Partners LLC 220.01%0.01%0.01%Q4 2021Q1 20222
SOL Capital Management CO 110.09%0.20%0.30%Q3 2022Q3 20232
Retirement Planning Co of New England, Inc. 220.11%0.11%0.11%Q4 2021Q1 20222
Cypress Capital Group 220.05%0.05%0.05%Q2 2014Q3 20142
Advisors Capital Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
UG Investment Advisers Ltd. 220.18%0.35%0.53%Q2 2023Q3 20232
GenTrust, LLC 110.02%0.03%0.05%Q1 2017Q1 20222
Independent Advisor Alliance 110.22%0.28%0.33%Q1 2017Q4 20192
IAG Wealth Partners, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Premia Global Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Planned Solutions, Inc. 220.03%0.04%0.04%Q3 2020Q4 20202
Sloy Dahl & Holst, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q4 2021Q3 20232
Phoenix Holdings Ltd. 220.03%0.03%0.04%Q2 2023Q3 20232
Members Trust Co 110.01%0.01%0.01%Q3 2020Q2 20222
Coulter & Justus Financial Services, LLC 220.22%0.22%0.23%Q4 2022Q1 20232
M. Kulyk & Associates, LLC 220.07%0.09%0.12%Q4 2021Q1 20222
McClarren Financial Advisors, Inc. 220.86%0.87%0.88%Q4 2021Q1 20222
SevenBridge Financial Group, LLC 110.02%0.04%0.06%Q2 2019Q4 20212
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
RPG Investment Advisory, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Golden State Equity Partners 220.35%0.36%0.38%Q2 2023Q3 20232
Braver Wealth Management, LLC 220.04%0.04%0.04%Q1 2016Q2 20162
Jaffetilchin Investment Partners, LLC 220.13%0.16%0.19%Q3 2013Q4 20132
ANCORA FAMILY WEALTH ADVISORS, LLC 220.08%0.10%0.12%Q2 2016Q3 20162
Trinity Legacy Partners, LLC 220.23%0.43%0.63%Q1 2020Q2 20202
WCG Wealth Advisors LLC 110.00%0.03%0.06%Q3 2022Q3 20222
INVESTMENT HOUSE LLC 220.16%0.16%0.16%Q2 2013Q3 20132
Howard Capital Management Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CEERA INVESTMENTS, LLC 220.19%0.20%0.21%Q1 2021Q2 20212
DORCHESTER WEALTH MANAGEMENT Co 220.06%0.06%0.06%Q3 2019Q4 20192
Regency Capital Management Inc.\DE 220.03%0.03%0.03%Q4 2021Q1 20222
Pachira Investments Inc. 2221.36%21.60%21.84%Q2 2017Q3 20172
SMITH HAYES Advisers, Inc 220.05%0.07%0.08%Q4 2015Q1 20162
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
Squarepoint Ops LLC 220.00%0.01%0.01%Q2 2023Q3 20232
MOTIVE WEALTH ADVISORS 222.30%2.32%2.34%Q2 2021Q3 20212
Delos Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Dynamic Technology Lab Private Ltd 110.02%0.03%0.03%Q1 2022Q3 20222
Heirloom Wealth Management 110.11%0.14%0.18%Q4 2021Q1 20232
Sharkey, Howes & Javer 110.00%0.01%0.02%Q2 2016Q4 20162
Revisor Wealth Management LLC 221.95%2.14%2.32%Q1 2023Q2 20232
Financial Insights, Inc. 220.10%0.11%0.13%Q4 2022Q1 20232
Herold Advisors, Inc. 110.04%0.05%0.05%Q3 2021Q1 20222
Collaborative Wealth Managment Inc. 110.14%0.14%0.14%Q1 2021Q4 20212
Wayfinding Financial, LLC 110.19%0.19%0.19%Q4 2021Q4 20222
CarsonAllaria Wealth Management, Ltd. 220.02%0.03%0.03%Q1 2023Q2 20232
Mill Capital Management, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Congress Wealth Management LLC / DE / 110.00%0.00%0.00%Q4 2021Q3 20232
Baltimore-Washington Financial Advisors Inc. 220.16%0.21%0.25%Q2 2013Q3 20132
Barnett & Company, Inc. 220.02%0.02%0.02%Q1 2016Q2 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.08%0.09%0.10%Q4 2021Q1 20222
MKT Advisors LLC 220.43%0.44%0.46%Q1 2023Q2 20232
Trexquant Investment LP 110.02%0.02%0.02%Q3 2020Q2 20232
Carnick & Kubik, LLC 220.26%0.40%0.54%Q4 2015Q1 20162
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.01%0.01%Q2 2023Q3 20232
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
Eukles Asset Management 220.00%0.00%0.00%Q2 2023Q3 20232
KRAFT ASSET MANAGEMENT, LLC 220.18%0.19%0.20%Q1 2023Q2 20232
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Chanos & Co LP 220.58%0.59%0.60%Q3 2017Q4 20172
Paradigm Capital Management, LLC/NV 228.08%8.11%8.15%Q4 2021Q1 20222
Ironwood Financial, llc 220.00%0.00%0.00%Q2 2021Q3 20212
Quent Capital, LLC 220.15%0.16%0.18%Q4 2021Q1 20222
Resurgent Financial Advisors LLC 220.02%0.03%0.03%Q4 2022Q1 20232
PEOPLES BANK /OH 222.88%3.17%3.47%Q2 2022Q3 20222
Clientfirst Wealth Management, LLC 220.31%0.45%0.59%Q2 2023Q3 20232
Raub Brock Capital Management LP 220.11%0.11%0.11%Q3 2020Q4 20202
LOWERY THOMAS, LLC 220.50%1.60%2.69%Q4 2021Q1 20222
Ironsides Asset Advisors, LLC 220.06%0.06%0.06%Q2 2014Q3 20142
Range Financial Group LLC 220.82%0.88%0.94%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Balboa Wealth Partners 220.16%0.17%0.17%Q3 2022Q4 20222
Reynolds Investment Management, Inc. 229.21%9.69%10.16%Q1 2022Q2 20222
Sanford Advisory Services, LLC 220.10%1.16%2.22%Q3 2022Q4 20222
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Global Assets Advisory, LLC 220.22%0.32%0.44%Q2 2022Q3 20222
Lodestone Wealth Management LLC 220.72%0.88%1.03%Q2 2023Q3 20232
FinTrust Investment Advisory Services, LLC 220.76%0.78%0.80%Q2 2013Q3 20132
WILLIAMS JONES & ASSOCIATES LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.23%0.25%0.26%Q2 2023Q3 20232
Strategic Investment Solutions, Inc. /IL 110.00%0.01%0.02%Q1 2023Q3 20232
Arlington Capital Management, Inc. 110.39%2.18%3.97%Q1 2016Q4 20172
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.03%0.04%0.04%Q3 2022Q4 20222
Arcadia Wealth Management, LLC 222.59%2.81%3.04%Q2 2023Q3 20232
Core Wealth Partners LLC 220.20%0.23%0.26%Q4 2022Q1 20232
Park Edge Advisors, LLC 220.12%0.16%0.20%Q4 2022Q1 20232
BOS Asset Management, LLC 220.28%0.40%0.52%Q4 2022Q1 20232
CIC Wealth, LLC 220.08%0.10%0.13%Q4 2022Q1 20232
Lakewood Asset Management LLC 110.10%0.17%0.24%Q4 2022Q3 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Imprint Wealth LLC 220.21%0.22%0.22%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.04%Q2 2023Q3 20232
Strategies Wealth Advisors, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
FISCHER INVESTMENT STRATEGIES, LLC 225.15%5.33%5.51%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.04%0.06%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.03%0.05%0.06%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 222.51%2.58%2.66%Q2 2023Q3 20232
Arcataur Capital Management LLC 222.65%2.67%2.69%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.12%0.12%0.12%Q4 2014Q1 20152
DONALDSON CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Lesa Sroufe & Co 220.24%0.25%0.25%Q2 2018Q3 20182
HAZLETT, BURT & WATSON, INC. 220.03%0.05%0.07%Q2 2023Q3 20232
CAPITAL ONE, NATIONAL ASSOCIATION 110.02%0.03%0.04%Q4 2013Q4 20192
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
E&G Advisors, LP 220.08%0.08%0.08%Q2 2023Q3 20232
SEARLE & CO. 220.04%0.04%0.04%Q4 2014Q1 20152
NORTHWESTERN MUTUAL LIFE INSURANCE CO 223.93%4.87%5.81%Q2 2013Q3 20132
TRUST CO OF OKLAHOMA 220.07%0.08%0.08%Q4 2021Q1 20222
BAILARD, INC. 220.03%0.03%0.04%Q2 2018Q3 20182
MARCO INVESTMENT MANAGEMENT LLC 110.05%0.07%0.10%Q3 2013Q3 20162
JAG CAPITAL MANAGEMENT, LLC 220.04%0.04%0.05%Q2 2016Q3 20162
CONNING INC. 220.02%0.03%0.03%Q2 2015Q3 20152
VAUGHAN & Co SECURITIES, INC. 220.04%0.05%0.06%Q4 2019Q1 20202
Harvest Investment Services, LLC 220.13%0.19%0.26%Q1 2019Q2 20192
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
SFMG, LLC 110.03%0.04%0.05%Q4 2020Q2 20212
BSW Wealth Partners 220.24%0.28%0.31%Q2 2016Q3 20162
BBVA USA 220.10%0.11%0.11%Q2 2021Q3 20212
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q3 2018Q2 20192
Edgewood Management 220.00%0.00%0.00%Q2 2013Q3 20132
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.01%0.02%Q3 2019Q3 20222
Axiom Investment Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
ASSET ADVISORS CORP 220.07%0.07%0.07%Q2 2013Q3 20132
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 110.25%3.70%7.16%Q3 2018Q4 20222
SAGE FINANCIAL GROUP INC 220.08%0.11%0.14%Q2 2022Q3 20222
Camarda Financial Advisors, LLC 110.00%0.01%0.01%Q2 2013Q4 20132
Advisory Alpha, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
LVZ, Inc. 220.08%0.11%0.14%Q3 2016Q4 20162
CONGRESS ASSET MANAGEMENT CO /MA 110.01%0.02%0.02%Q4 2016Q4 20192
ACIMA PRIVATE WEALTH, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
CENTRAL BANK & TRUST CO 110.00%0.00%0.01%Q3 2019Q4 20212
Galibier Capital Management Ltd. 220.06%0.07%0.08%Q4 2019Q1 20202
Edge Capital Group, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Headlands Technologies LLC 110.00%0.32%0.63%Q4 2022Q2 20232
TRADITION CAPITAL MANAGEMENT LLC 220.09%0.11%0.12%Q2 2017Q3 20172
ERTS Wealth Advisors, LLC 220.02%0.03%0.04%Q4 2018Q1 20192
Athanor Capital, LP 111.90%1.90%1.90%Q1 2020Q1 20201
VESTOR CAPITAL, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2021Q3 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Fidelis Capital Partners, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Donald L. Hagan, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
Badgley Phelps Wealth Managers, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
First National Bank of Mount Dora, Trust Investment Services 110.32%0.32%0.32%Q1 2023Q1 20231
Mariner Wealth Advisors-NYC, LLC 110.09%0.09%0.09%Q1 2015Q1 20151
Strategic Asset Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Questar Asset Management, Inc. 114.58%4.58%4.58%Q4 2018Q4 20181
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Breakwater Capital Group 110.08%0.08%0.08%Q3 2023Q3 20231
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q2 2023Q2 20231
Y.D. More Investments Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Invst, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Hamilton Capital, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Fortress Wealth Group, LLC 110.30%0.30%0.30%Q3 2021Q3 20211
Pegasus Partners Ltd. 110.09%0.09%0.09%Q1 2022Q1 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.23%1.23%1.23%Q1 2022Q1 20221
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MACQUARIE GROUP LTD 110.02%0.02%0.02%Q3 2023Q3 20231
Ken Stern & Associates, Inc. 110.21%0.21%0.21%Q1 2015Q1 20151
Atlas Wealth Partners, LLC 110.74%0.74%0.74%Q2 2023Q2 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q3 2013Q3 20131
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q3 2017Q3 20171
Massachusetts Wealth Management 112.01%2.01%2.01%Q3 2023Q3 20231
True Wealth Design, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Econ Financial Services Corp 116.94%6.94%6.94%Q4 2021Q4 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q2 2017Q2 20171
Moss Adams Wealth Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
EWG Elevate Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Ratio Wealth Group 110.26%0.26%0.26%Q4 2020Q4 20201
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Kowal Investment Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Oak Grove Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Iowa State Bank 110.14%0.14%0.14%Q1 2016Q1 20161
Tradeworx Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Whitnell & Co. 110.00%0.00%0.00%Q4 2015Q4 20151
Legacy Capital Group California, Inc. 110.26%0.26%0.26%Q1 2023Q1 20231
CRA Financial Services, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
KEYSTONE WEALTH PARTNERS 110.39%0.39%0.39%Q4 2020Q4 20201
Coastal Bridge Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
CETERA INVESTMENT MANAGEMENT LLC 110.30%0.30%0.30%Q2 2017Q2 20171
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Nemes Rush Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Stanley-Laman Group, Ltd. 110.10%0.10%0.10%Q4 2015Q4 20151
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Lake Point Wealth Management 117.14%7.14%7.14%Q2 2022Q2 20221
Key Bridge Compliance, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
BROWN WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Carlsbad Wealth Advisory Group, Inc. 114.90%4.90%4.90%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 112.94%2.94%2.94%Q2 2021Q2 20211
Rafferty Asset Management, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Greystone Financial Group, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Allen Capital Group, LLC 114.63%4.63%4.63%Q4 2022Q4 20221
Team Financial Group, LLC 114.33%4.33%4.33%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 111.61%1.61%1.61%Q3 2023Q3 20231
Oder Investment Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Austin Wealth Management, LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
West Oak Capital, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Wakefield Asset Management LLLP 110.09%0.09%0.09%Q4 2019Q4 20191
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 113.20%3.20%3.20%Q1 2015Q1 20151
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q4 2019Q4 20191
Courage Miller Partners, LLC 110.78%0.78%0.78%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Brown Financial Advisory 110.24%0.24%0.24%Q4 2020Q4 20201
Berkeley Capital Partners, LLC 110.27%0.27%0.27%Q4 2015Q4 20151
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
PITCAIRN CO 110.36%0.36%0.36%Q4 2022Q4 20221
Brouwer & Janachowski, LLC 110.06%0.06%0.06%Q1 2014Q1 20141
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SHAYNE & JACOBS, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Bristlecone Advisors, LLC 110.28%0.28%0.28%Q1 2017Q1 20171
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Rezny Wealth Management, Inc. 110.84%0.84%0.84%Q3 2016Q3 20161
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Ceros Financial Services Inc. 110.17%0.17%0.17%Q1 2019Q1 20191
KCM INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q3 2021Q3 20211
SIGNET MANAGEMENT USA, LLC 111.25%1.25%1.25%Q4 2013Q4 20131
AVITY INVESTMENT MANAGEMENT INC. 110.11%0.11%0.11%Q4 2015Q4 20151
Goodman Financial Corp 110.01%0.01%0.01%Q4 2017Q4 20171
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q3 2022Q3 20221
JOYN Advisors, Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FMA ADVISORY INC 110.02%0.02%0.02%Q2 2015Q2 20151
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Heron Bay Capital Management 110.19%0.19%0.19%Q2 2023Q2 20231
Diversified, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
NORRIS PERNE & FRENCH LLP/MI 110.00%0.00%0.00%Q1 2015Q1 20151
4Thought Financial Group Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.04%0.04%0.04%Q1 2018Q1 20181
PICTET ASSET MANAGEMENT LTD 110.02%0.02%0.02%Q4 2016Q4 20161
HighTower Trust Company, N.A. 110.08%0.08%0.08%Q2 2022Q2 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Falcon Wealth Planning 110.10%0.10%0.10%Q3 2022Q3 20221
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST FOUNDATION ADVISORS 110.03%0.03%0.03%Q4 2016Q4 20161
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
SCHRODER INVESTMENT MANAGEMENT GROUP 110.03%0.03%0.03%Q2 2022Q2 20221
BCM ADVISORS, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2017Q3 20171
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Faithward Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Ruane, Cunniff & Goldfarb 110.00%0.00%0.00%Q4 2016Q4 20161
Forefront Analytics, LLC 111.28%1.28%1.28%Q1 2021Q1 20211
ADVISOR CONSULTANT NETWORK INC 110.07%0.07%0.07%Q3 2016Q3 20161
HENGEHOLD CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Farmers & Merchants Trust Co of Chambersburg PA 110.03%0.03%0.03%Q1 2023Q1 20231
Osbon Capital Management LLC 110.34%0.34%0.34%Q2 2019Q2 20191
Leucadia National 110.00%0.00%0.00%Q4 2022Q4 20221
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.01%0.01%0.01%Q3 2018Q3 20181
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 110.98%0.98%0.98%Q4 2015Q4 20151
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Tri-Star Advisors Inc. 110.18%0.18%0.18%Q2 2020Q2 20201
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.03%0.03%0.03%Q2 2021Q2 20211
Field & Main Bank 110.01%0.01%0.01%Q4 2020Q4 20201
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CAMDEN NATIONAL CORP 110.08%0.08%0.08%Q1 2021Q1 20211
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Paulson Wealth Management Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
PACES FERRY WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
FIDUCIARY SERVICES CORP/GA 110.32%0.32%0.32%Q1 2015Q1 20151
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kinloch Capital, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Pinnacle Wealth Advisors 110.08%0.08%0.08%Q2 2021Q2 20211
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.25%0.25%0.25%Q1 2017Q1 20171
Private Wealth Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.02%0.02%0.02%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 113.22%3.22%3.22%Q2 2021Q2 20211
Keeley-Teton Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
REINHART PARTNERS, LLC. 110.03%0.03%0.03%Q1 2021Q1 20211
VAN STRUM & TOWNE INC. 110.24%0.24%0.24%Q3 2021Q3 20211
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
CHILTON INVESTMENT CO INC. 110.04%0.04%0.04%Q2 2013Q2 20131
WT Wealth Management 110.11%0.11%0.11%Q1 2022Q1 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RTD Financial Advisors, Inc. 110.24%0.24%0.24%Q4 2021Q4 20211
Prestige Wealth Management Group LLC 110.39%0.39%0.39%Q4 2019Q4 20191
Pinkerton Retirement Specialists, LLC 110.14%0.14%0.14%Q3 2017Q3 20171
Heritage Trust Co 110.06%0.06%0.06%Q1 2017Q1 20171
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
ABNER HERRMAN & BROCK LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Provident Investment Management, Inc. 110.05%0.05%0.05%Q2 2014Q2 20141
Main Line Retirement Advisors, LLC 119.12%9.12%9.12%Q2 2023Q2 20231
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
MONROE BANK & TRUST/MI 110.03%0.03%0.03%Q3 2013Q3 20131
COLUMBIA ADVISORY PARTNERS LLC 110.35%0.35%0.35%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Ironwood Investment Counsel, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
WEALTH ADVISORS, INC. 110.17%0.17%0.17%Q2 2023Q2 20231
Colonial Trust Advisors 110.01%0.01%0.01%Q3 2022Q3 20221
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MAIRS & POWER INC 110.00%0.00%0.00%Q1 2017Q1 20171
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Jane Street Holding, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Stone Toro Investment Advisers, LP 110.68%0.68%0.68%Q2 2013Q2 20131
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.04%0.04%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.47%0.47%0.47%Q2 2013Q2 20131
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.14%0.14%0.14%Q2 2013Q2 20131
Osborn Williams & Donohoe LLC 110.17%0.17%0.17%Q1 2019Q1 20191
Cornerstone Investment Partners, LLC 111.32%1.32%1.32%Q3 2023Q3 20231
Redwood Investment Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
STRATEGY ASSET MANAGERS LLC 110.02%0.02%0.02%Q1 2019Q1 20191
THOMASPARTNERS, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Fulcrum Equity Management 110.02%0.02%0.02%Q3 2019Q3 20191
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
Element Wealth, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Nalls Sherbakoff Group, LLC 112.69%2.69%2.69%Q4 2018Q4 20181
COHEN LAWRENCE B 111.44%1.44%1.44%Q4 2022Q4 20221
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q3 2017Q3 20171
Emerald Advisors, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
PRIVATE MANAGEMENT GROUP INC 110.01%0.01%0.01%Q3 2023Q3 20231
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.60%0.60%0.60%Q4 2021Q4 20211
Foyston, Gordon, & Payne Inc 110.04%0.04%0.04%Q3 2015Q3 20151
WoodTrust Financial Corp 110.46%0.46%0.46%Q3 2021Q3 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Columbus Macro, LLC 110.78%0.78%0.78%Q4 2017Q4 20171
Platte River Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
GREENLEAF TRUST 110.00%0.00%0.00%Q4 2021Q4 20211
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Taylor Hoffman Wealth Management 110.05%0.05%0.05%Q4 2017Q4 20171
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q2 2020Q2 20201
MERITAGE PORTFOLIO MANAGEMENT 110.04%0.04%0.04%Q3 2019Q3 20191
My Legacy Advisors, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Jolley Asset Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Wagner Wealth Management, LLC 110.12%0.12%0.12%Q3 2018Q3 20181
Bell Bank 110.02%0.02%0.02%Q2 2022Q2 20221
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Parcion Private Wealth LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Accredited Investors Inc. 110.05%0.05%0.05%Q3 2018Q3 20181
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Landmark Wealth Management, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Cypress Wealth Advisors LLC 110.58%0.58%0.58%Q1 2019Q1 20191
Permit Capital Advisors, LLC 110.24%0.24%0.24%Q1 2022Q1 20221
Highlander Capital Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Freedom Day Solutions, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
Retireful, LLC 110.52%0.52%0.52%Q1 2023Q1 20231
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Compass Ion Advisors, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Granite Investment Partners, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
INTEGRATED CAPITAL MANAGEMENT, INC. 113.28%3.28%3.28%Q1 2023Q1 20231
Simplicity Wealth,LLC 110.48%0.48%0.48%Q2 2023Q2 20231
Forum Financial Management, LP 110.01%0.01%0.01%Q4 2021Q4 20211
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
Strid Group, LLC 112.48%2.48%2.48%Q4 2018Q4 20181
Nuveen Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
LexAurum Advisors, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
XML Financial, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Seaside Wealth Management, Inc. 110.23%0.23%0.23%Q2 2022Q2 20221
Jasper Ridge Partners, L.P. 110.04%0.04%0.04%Q1 2016Q1 20161
Rice Partnership, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Planning Center, Inc. 110.23%0.23%0.23%Q2 2022Q2 20221
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Richmond Brothers, Inc. 111.60%1.60%1.60%Q3 2022Q3 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Momentum Advisors, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Biltmore Capital Advisors LLC 114.26%4.26%4.26%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Investment Advisory Group, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
HARTLINE INVESTMENT CORP/ 110.42%0.42%0.42%Q3 2022Q3 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.16%0.16%0.16%Q4 2019Q4 20191
MOORE CAPITAL MANAGEMENT, LP 110.83%0.83%0.83%Q1 2020Q1 20201
CARL STUART INVESTMENT ADVISOR, INC 110.07%0.07%0.07%Q1 2022Q1 20221
NEXT Financial Holdings 110.91%0.91%0.91%Q1 2019Q1 20191
RUSHMORE INVESTMENT ADVISORS, INC. 110.61%0.61%0.61%Q2 2013Q2 20131
Plan Group Financial, LLC 110.69%0.69%0.69%Q2 2022Q2 20221
Pillar Wealth Advisors, LLC 110.82%0.82%0.82%Q2 2023Q2 20231
Obsidian Personal Planning Solutions LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Avalon Investment & Advisory 110.01%0.01%0.01%Q4 2019Q4 20191
Pinnacle Private Wealth, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Moors & Cabot, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CHASE INVESTMENT COUNSEL CORP 110.19%0.19%0.19%Q1 2021Q1 20211
361 CAPITAL LLC 116.80%6.80%6.80%Q1 2016Q1 20161
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
First City Capital Management, Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AllSquare Wealth Management LLC 110.13%0.13%0.13%Q2 2018Q2 20181
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2022Q4 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SWAN Capital LLC 113.20%3.20%3.20%Q1 2023Q1 20231
Nishkama Capital, LLC 112.36%2.36%2.36%Q3 2019Q3 20191
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SkyOak Wealth, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Kore Private Wealth LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Conrad Siegel Investment Advisors, Inc. 111.53%1.53%1.53%Q1 2022Q1 20221
GARLAND CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q4 2018Q4 20181
Spears Abacus Advisors LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Wick Capital Partners, LLC 110.48%0.48%0.48%Q1 2022Q1 20221
DOPKINS WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 111.14%1.14%1.14%Q1 2020Q1 20201
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Verum Partners LLC 111.63%1.63%1.63%Q3 2023Q3 20231
Apriem Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
External links

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