VANGUARD BD INDEX FD INC shareholder history

Current and past VANGUARD BD INDEX FD INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3010.00%0.00%0.01%Q2 2013Q3 202387
LEAVELL INVESTMENT MANAGEMENT, INC. 65650.56%6.96%36.65%Q3 2007Q3 202365
Citadel Advisors 2810.00%0.00%0.11%Q1 2014Q3 202359
HUNTINGTON NATIONAL BANK 2920.00%0.01%0.04%Q1 2009Q3 202358
MUFG Americas Holdings Corp 48480.00%0.09%0.25%Q4 2010Q3 202248
Zhang Financial LLC 47470.17%0.67%2.11%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.01%0.07%0.26%Q1 2012Q3 202346
First Horizon Advisors, Inc. 25210.04%0.24%1.36%Q1 2012Q3 202346
NWAM LLC 32130.21%1.13%2.23%Q2 2012Q3 202345
TCI Wealth Advisors, Inc. 44440.00%0.12%0.26%Q4 2012Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.02%Q4 2012Q3 202344
Creative Planning 42420.00%1.63%5.91%Q2 2013Q3 202344
Veritable, L.P. 43430.01%0.02%0.04%Q4 2012Q2 202343
Retirement Systems of Alabama 43430.12%0.30%0.72%Q1 2013Q3 202343
COMMERCE BANK 43430.02%0.11%1.76%Q1 2013Q3 202343
Cutler Group LLC / CA 1050.00%0.00%0.04%Q1 2016Q3 202343
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.22%1.39%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.05%0.35%0.78%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.03%0.07%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%1.94%3.89%Q2 2013Q3 202342
ALPS ADVISORS INC 42420.54%0.85%1.36%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.27%0.38%0.61%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.07%0.23%0.89%Q1 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.09%0.48%1.87%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.64%5.73%9.48%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.51%0.96%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.10%0.34%0.71%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.10%0.22%0.44%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.06%0.16%0.30%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42420.67%1.15%2.14%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.02%0.20%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.03%0.07%0.14%Q2 2013Q3 202342
Twele Capital Management, Inc. 42427.40%11.65%15.38%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.06%0.09%0.20%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42424.89%12.18%23.39%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42422.78%6.24%12.78%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42428.13%11.29%13.87%Q2 2013Q3 202342
Global Endowment Management, LP 42420.55%8.34%28.14%Q2 2013Q3 202342
BANK OF HAWAII 42420.70%2.68%11.34%Q2 2013Q3 202342
BlackRock Inc. 42420.02%0.26%0.84%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.10%0.35%Q2 2013Q3 202342
Opus Capital Group, LLC 42420.03%3.97%10.88%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%2.48%7.82%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42420.33%2.90%14.80%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42422.05%4.04%7.94%Q2 2013Q3 202342
Baker Avenue Asset Management, LP 42420.05%4.82%7.58%Q2 2013Q3 202342
CITIGROUP INC 42420.05%0.13%0.29%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.03%0.07%0.14%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.09%0.63%1.52%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.04%1.05%3.94%Q2 2013Q4 202342
MORGAN STANLEY 42420.14%0.29%0.59%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.89%5.10%8.23%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.15%0.90%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.05%0.09%0.21%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.03%0.10%0.42%Q2 2013Q3 202342
Horizon Investment Services, LLC 42420.30%0.60%1.05%Q2 2013Q3 202342
Alaska Permanent Capital Management 42420.11%10.28%14.25%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.18%0.29%1.48%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.03%0.10%0.21%Q2 2013Q4 202342
King Wealth Management Group 42420.13%0.48%0.89%Q2 2013Q3 202342
Morningstar Investment Services LLC 42425.17%7.41%9.86%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.06%0.16%0.35%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.10%0.76%Q2 2013Q3 202342
LPL Financial LLC 42420.02%1.94%3.23%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.05%1.25%3.81%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.28%1.00%1.65%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.60%1.73%5.20%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.69%1.34%2.57%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.04%0.26%Q2 2013Q3 202342
Tortoise Investment Management, LLC 42420.00%0.02%0.12%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.32%1.22%2.32%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%1.22%2.22%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.04%0.08%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42422.19%2.98%4.41%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.02%0.08%0.30%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.02%0.05%0.09%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.20%0.49%1.10%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.51%0.86%1.81%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.03%0.07%Q2 2013Q3 202342
Rathbones Group PLC 42420.04%0.13%0.26%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.08%Q2 2013Q3 202342
Smithfield Trust Co 22190.00%1.57%7.23%Q2 2013Q3 202341
M&T BANK CORP 26150.22%0.73%1.95%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.81%2.14%Q4 2013Q3 202341
Atria Investments, Inc 27140.19%2.87%11.32%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.03%0.12%0.24%Q3 2013Q4 202341
BRIGHTON JONES LLC 26150.02%0.08%0.23%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202341
ASSOCIATED BANC-CORP 41410.15%0.23%0.38%Q3 2013Q3 202341
Legacy Private Trust Co. 4010.04%2.28%7.97%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 4010.02%0.20%0.51%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%1.93%9.46%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.03%0.21%0.55%Q2 2013Q3 202341
Verus Financial Partners, Inc. 29120.64%14.63%26.49%Q2 2013Q3 202341
Kingfisher Capital LLC 28130.38%1.18%2.77%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.02%0.37%1.22%Q4 2013Q4 202341
Janney Montgomery Scott LLC 41410.05%0.15%0.35%Q3 2013Q3 202341
ASSETMARK, INC 41410.68%1.19%3.11%Q3 2013Q3 202341
Cetera Advisors LLC 23180.04%0.89%2.10%Q2 2013Q3 202341
Jasper Ridge Partners, L.P. 40400.04%0.18%2.52%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.05%0.34%0.69%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.04%7.57%13.23%Q4 2013Q3 202340
VANGUARD GROUP INC 40400.00%0.01%0.04%Q4 2013Q3 202340
Neuberger Berman Group LLC 3550.00%0.00%0.01%Q2 2013Q3 202340
TRUST CO OF VIRGINIA /VA 40400.02%0.12%0.27%Q4 2013Q3 202340
Van Cleef Asset Management,Inc 40400.03%0.14%0.20%Q2 2013Q1 202340
Pure Financial Advisors, LLC 22180.48%4.23%8.69%Q2 2013Q4 202340
Brinker Capital Investments, LLC 39390.09%0.72%2.05%Q2 2013Q4 202239
BARCLAYS PLC 2660.00%0.01%0.05%Q2 2013Q3 202339
Autus Asset Management, LLC 39390.04%0.22%0.47%Q2 2013Q4 202239
ARGI Investment Services, LLC 39390.01%0.34%1.19%Q2 2013Q4 202239
GUYASUTA INVESTMENT ADVISORS INC 3810.03%0.04%0.08%Q2 2013Q3 202339
WOLVERINE TRADING, LLC 710.00%0.00%0.01%Q2 2016Q3 202339
COMERICA BANK 3810.00%0.06%0.31%Q3 2013Q3 202339
Modera Wealth Management, LLC 25140.04%0.14%0.37%Q4 2013Q3 202339
SNS Financial Group, LLC 3630.11%2.28%4.60%Q1 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.02%1.04%2.53%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.04%0.11%0.20%Q1 2014Q3 202339
1832 Asset Management L.P. 39390.00%0.01%0.02%Q1 2014Q3 202339
Freedom Investment Management, Inc. 2030.01%1.25%5.70%Q3 2013Q3 202338
FOSTER & MOTLEY INC 38380.29%0.42%0.64%Q2 2014Q3 202338
Karpus Management, Inc. 24140.15%0.91%3.60%Q1 2014Q3 202338
Sandy Spring Bank 38380.00%0.01%0.06%Q2 2014Q3 202338
MILLENNIUM MANAGEMENT LLC 3350.00%0.01%0.02%Q1 2014Q3 202338
Hudock, Inc. 38380.02%0.08%0.85%Q2 2013Q3 202238
PEOPLES FINANCIAL SERVICES CORP. 38380.02%0.04%0.07%Q2 2014Q3 202338
Choate Investment Advisors 2810.01%0.14%1.37%Q2 2013Q3 202338
FDx Advisors, Inc. 38380.02%1.35%4.96%Q2 2014Q3 202338
WESBANCO BANK INC 27110.02%0.60%1.53%Q1 2014Q3 202338
NewSquare Capital LLC 37370.00%1.81%3.42%Q3 2014Q3 202337
Stratos Wealth Partners, LTD. 37370.07%1.80%2.94%Q3 2014Q3 202337
MCF Advisors LLC 1410.00%0.58%7.50%Q4 2011Q3 202337
Private Ocean, LLC 24130.00%0.04%0.11%Q4 2013Q3 202337
NBT BANK N A /NY 3340.04%0.07%0.12%Q2 2013Q3 202337
UBS Group AG 36360.00%0.21%0.55%Q4 2014Q3 202337
Financial Architects, Inc 3210.02%0.13%0.22%Q2 2013Q2 202337
Horizon Investments, LLC 2840.05%0.59%3.69%Q4 2013Q2 202337
Allworth Financial LP 3520.00%4.20%12.89%Q1 2014Q3 202337
FAGAN ASSOCIATES, INC. 36360.17%1.01%3.06%Q4 2014Q3 202336
FOUNDERS FINANCIAL SECURITIES LLC 36360.10%1.67%4.50%Q4 2014Q3 202336
KWMG, LLC 36360.63%3.34%5.31%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 36360.00%0.02%0.06%Q4 2014Q3 202336
DAVIS R M INC 23130.02%0.03%0.04%Q2 2013Q3 202336
Betterment LLC 36360.33%1.28%2.48%Q4 2014Q3 202336
Community Bank, N.A. 36360.04%0.30%0.75%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.52%2.39%3.74%Q4 2014Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.55%1.38%2.40%Q4 2014Q3 202336
Family Firm, Inc. 36365.40%6.67%8.58%Q4 2014Q3 202336
RETIREMENT CAPITAL STRATEGIES 36360.15%16.59%29.91%Q4 2014Q3 202336
M Holdings Securities, Inc. 3150.15%0.40%1.15%Q4 2013Q1 202336
AMG National Trust Bank 36360.03%0.46%3.14%Q4 2014Q3 202336
WADE G W & INC 36360.05%0.63%1.67%Q4 2014Q3 202336
ASPIRIANT, LLC 36360.03%2.07%4.73%Q4 2014Q3 202336
Coastline Trust Co 36360.11%0.26%0.60%Q2 2013Q1 202236
BTC Capital Management, Inc. 21154.24%5.43%7.12%Q3 2014Q3 202336
Sigma Planning Corp 36360.06%0.21%0.50%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.04%0.17%0.59%Q4 2014Q3 202336
FC Advisory LLC 36360.74%1.08%1.54%Q1 2015Q4 202336
Cornerstone Management, Inc. 36360.10%7.53%17.04%Q4 2014Q3 202336
Cambria Investment Management, L.P. 36360.42%1.90%5.32%Q4 2014Q3 202336
B. Riley Wealth Advisors, Inc. 3410.00%0.14%0.39%Q2 2014Q3 202336
CAPTRUST FINANCIAL ADVISORS 3410.00%0.22%4.38%Q2 2013Q3 202336
Diana Davis Spencer Foundation 363643.58%46.64%50.48%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36363.71%8.54%12.22%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.01%0.30%0.64%Q4 2014Q3 202336
Cambridge Advisors Inc. 36365.36%11.00%15.14%Q4 2014Q3 202336
BNP PARIBAS FINANCIAL MARKETS 1920.00%0.01%0.09%Q4 2013Q3 202336
First Personal Financial Services 36360.67%1.08%1.61%Q4 2014Q3 202336
Mirae Asset Global Investments Co., Ltd. 2620.01%0.08%0.41%Q4 2010Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.04%0.17%0.33%Q2 2013Q4 202135
Voya Financial Advisors, Inc. 35351.28%5.32%11.42%Q1 2015Q3 202335
Litman Gregory Wealth Management LLC 2920.07%2.04%35.73%Q4 2013Q3 202335
Chesley Taft & Associates LLC 3230.03%0.09%0.31%Q2 2013Q3 202335
OLD NATIONAL BANCORP /IN/ 35350.01%0.03%0.05%Q2 2014Q4 202235
Advisory Services Network, LLC 2780.02%0.25%0.50%Q4 2014Q3 202335
Chicago Partners Investment Group LLC 25100.04%0.22%0.80%Q4 2014Q3 202335
BUCKINGHAM STRATEGIC WEALTH, LLC 2320.01%0.18%0.82%Q2 2013Q3 202335
Prospera Financial Services Inc 3320.07%0.30%0.60%Q2 2013Q3 202335
FIRST UNITED BANK & TRUST 34340.20%0.98%1.46%Q2 2015Q3 202334
Northstar Group, Inc. 3220.16%0.48%1.21%Q4 2014Q3 202334
Alexandria Capital, LLC 34340.00%0.36%0.96%Q2 2013Q3 202134
Barry Investment Advisors, LLC 34340.00%0.25%0.51%Q4 2014Q1 202334
Affiance Financial, LLC 34340.19%2.63%8.18%Q2 2015Q3 202334
Barrett Asset Management, LLC 34340.01%0.02%0.05%Q2 2013Q3 202134
Raub Brock Capital Management LP 2731.13%2.31%5.23%Q2 2013Q1 202234
Quantitative Advantage, LLC 3220.05%1.12%3.19%Q1 2014Q4 202234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 34340.00%0.01%0.09%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.02%0.11%0.46%Q2 2015Q3 202334
DUMONT & BLAKE INVESTMENT ADVISORS LLC 34340.06%0.15%0.29%Q3 2013Q4 202134
River Wealth Advisors LLC 3040.04%3.37%5.15%Q1 2015Q3 202334
WOODMONT INVESTMENT COUNSEL LLC 34340.04%0.18%0.28%Q2 2015Q3 202334
Evensky & Katz LLC 2950.00%0.42%0.88%Q2 2013Q3 202334
SIGNATUREFD, LLC 2240.00%0.58%1.76%Q2 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34342.68%4.59%8.38%Q2 2015Q3 202334
ProVise Management Group, LLC 34340.06%0.10%0.18%Q2 2015Q3 202334
Versant Capital Management, Inc 33330.03%0.31%2.43%Q4 2015Q4 202333
GRIMES & COMPANY, INC. 33330.01%0.23%5.19%Q3 2015Q3 202333
Coe Capital Management, LLC 33330.22%1.03%2.07%Q2 2013Q2 202133
QS Investors, LLC 33330.09%8.09%13.69%Q2 2013Q2 202133
CWM, LLC 2410.00%0.18%0.53%Q4 2013Q3 202333
Ameritas Investment Partners, Inc. 19140.00%1.34%2.05%Q3 2013Q3 202333
Drexel Morgan & Co. 33331.45%2.67%6.46%Q2 2013Q2 202133
Plante Moran Financial Advisors, LLC 2020.00%0.28%0.73%Q2 2013Q3 202333
TOMPKINS FINANCIAL CORP 1810.00%0.92%5.30%Q3 2013Q4 202333
Perigon Wealth Management, LLC 3010.08%0.56%1.29%Q3 2011Q3 202333
WHITTIER TRUST CO OF NEVADA INC 3210.00%0.00%0.02%Q1 2015Q3 202333
UNIVEST FINANCIAL Corp 33330.08%0.40%5.02%Q4 2014Q4 202233
Archford Capital Strategies, LLC 3210.01%0.99%5.36%Q4 2014Q3 202333
FIRST MERCHANTS CORP 33330.03%0.80%1.43%Q2 2013Q2 202133
PLANNING ALTERNATIVES LTD /ADV 3210.05%4.96%8.06%Q2 2013Q4 202133
MML INVESTORS SERVICES, LLC 2670.31%0.70%2.86%Q2 2015Q3 202333
UMB Bank, n.a. 32320.08%0.16%0.23%Q4 2015Q3 202332
Brookstone Capital Management 1710.02%0.81%2.43%Q4 2013Q3 202332
AMI INVESTMENT MANAGEMENT INC 3020.13%0.63%1.00%Q2 2015Q2 202332
FIRST CITIZENS BANK & TRUST CO 32320.02%0.36%1.57%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.17%2.06%8.27%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.10%0.65%1.54%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.16%0.91%2.09%Q4 2015Q3 202332
Capital Investment Services of America, Inc. 32320.65%1.40%2.68%Q4 2015Q3 202332
McCutchen Group LLC 32321.71%3.51%5.40%Q4 2014Q3 202232
Capital Analysts, LLC 16160.00%0.12%0.56%Q2 2015Q3 202332
Advisors Preferred, LLC 17150.26%0.98%2.92%Q4 2013Q4 202132
Cetera Investment Advisers 32320.33%0.63%1.51%Q4 2015Q3 202332
Balentine LLC 32320.02%0.08%0.36%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.02%0.14%0.32%Q2 2013Q1 202132
BALDWIN BROTHERS LLC/MA 32320.02%0.39%1.35%Q1 2016Q4 202332
Avior Wealth Management, LLC 32320.20%0.61%1.40%Q4 2015Q3 202332
Lido Advisors, LLC 31310.05%0.23%0.77%Q1 2016Q3 202331
MEEDER ASSET MANAGEMENT INC 2470.01%1.14%4.17%Q2 2013Q3 202331
BERNZOTT CAPITAL ADVISORS 31310.10%0.40%0.79%Q2 2014Q4 202131
IFP Advisors, Inc 17140.09%0.70%1.90%Q4 2015Q3 202331
SECURITY NATIONAL TRUST CO 31310.00%0.00%0.00%Q1 2014Q3 202131
Regis Management CO LLC 3010.12%0.61%1.14%Q1 2015Q4 202231
ClearBridge Investments 18130.00%0.00%0.00%Q2 2015Q1 202331
Sensible Financial Planning & Management, LLC. 31311.35%5.03%10.04%Q3 2014Q1 202231
FIL Ltd 2470.00%0.01%0.12%Q4 2015Q3 202331
FRANKLIN RESOURCES INC 18130.00%0.01%0.35%Q3 2013Q3 202331
DAVENPORT & Co LLC 31310.00%0.01%0.01%Q1 2016Q3 202331
Retirement Planning Group, LLC 17140.05%7.83%18.64%Q4 2015Q3 202331
IBERIABANK CORP 31310.08%0.33%1.61%Q4 2012Q2 202031
NEXT Financial Group, Inc 31310.01%1.73%5.03%Q2 2014Q4 202131
Kistler-Tiffany Companies, LLC 2420.00%0.03%0.19%Q2 2013Q2 202331
Roundview Capital LLC 31310.34%1.39%2.92%Q1 2016Q3 202331
Financial Advantage, Inc. 1620.08%0.11%0.23%Q2 2013Q3 202231
Geneos Wealth Management Inc. 31310.05%0.16%0.38%Q1 2016Q3 202331
CULBERTSON A N & CO INC 31310.13%0.63%0.89%Q1 2016Q3 202331
First Allied Advisory Services, Inc. 30300.06%1.08%1.77%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.10%0.29%2.72%Q2 2016Q3 202330
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1640.23%1.22%3.43%Q2 2014Q3 202230
HEADINVEST, LLC 18120.07%0.11%0.19%Q1 2015Q3 202330
ETF Portfolio Partners, Inc. 2370.10%1.72%5.00%Q4 2015Q3 202330
Financial Planning & Information Services, Inc. 30300.04%3.78%13.84%Q2 2016Q3 202330
PRUDENTIAL PLC 30300.00%0.02%0.06%Q2 2016Q3 202330
CHILTON CAPITAL MANAGEMENT LLC 2640.03%0.27%0.50%Q2 2013Q3 202330
COUNTRY TRUST BANK 2370.00%0.07%0.98%Q2 2014Q3 202230
NewEdge Advisors, LLC 30300.06%0.33%1.08%Q2 2016Q3 202330
Ancora Advisors LLC 16140.00%0.01%0.04%Q2 2015Q3 202330
Johnson Financial Group, Inc. 2410.00%0.06%0.25%Q1 2015Q3 202330
CHOREO, LLC 1910.04%0.52%2.61%Q4 2014Q3 202330
ROBERTS GLORE & CO INC /IL/ 1910.14%0.45%1.05%Q2 2013Q3 202330
Darwin Wealth Management, LLC 30300.06%1.23%2.88%Q2 2016Q3 202330
FAS Wealth Partners, Inc. 30300.00%0.14%0.49%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.02%0.03%0.07%Q2 2013Q3 202030
Parkside Financial Bank & Trust 2610.00%0.15%0.26%Q3 2015Q3 202330
Stearns Financial Services Group 30302.80%9.03%14.26%Q2 2013Q3 202030
JNBA Financial Advisors 1950.00%0.01%0.05%Q2 2013Q3 202330
LifePlan Financial Group, Inc 30300.02%0.81%1.44%Q2 2013Q3 202030
LS Investment Advisors, LLC 2280.00%0.03%0.10%Q2 2013Q3 202130
Estate Counselors, LLC 2280.02%3.78%13.89%Q4 2013Q3 202330
Dynamic Advisor Solutions LLC 2320.07%0.26%0.88%Q3 2015Q3 202330
ALPHA WINDWARD LLC 30304.55%5.49%6.93%Q2 2013Q3 202030
Filament LLC 30302.11%4.95%9.17%Q2 2013Q3 202030
Smith & Howard Wealth Management, LLC 1830.11%0.79%2.90%Q4 2015Q3 202329
Symmetry Partners, LLC 29293.46%6.92%12.10%Q4 2016Q4 202329
ALERUS FINANCIAL NA 2630.03%0.04%0.08%Q2 2016Q3 202329
Cornerstone Wealth Management, LLC 2510.89%3.12%7.85%Q1 2016Q3 202329
HOWLAND CAPITAL MANAGEMENT LLC 2090.01%0.38%0.89%Q2 2013Q3 202229
DEUTSCHE BANK AG\ 2360.00%0.02%0.06%Q3 2013Q3 202329
TRUST CO OF VERMONT 29290.01%0.34%0.81%Q3 2016Q3 202329
Koshinski Asset Management, Inc. 19100.10%0.43%1.18%Q2 2016Q3 202329
FMR LLC 2110.00%0.00%0.00%Q2 2013Q3 202329
THRIVENT FINANCIAL FOR LUTHERANS 19100.00%0.01%0.03%Q1 2016Q3 202329
SCOTIA CAPITAL INC. 2360.01%0.02%0.04%Q1 2016Q3 202329
Alley Co LLC 29290.83%2.28%2.81%Q4 2014Q4 202129
Carroll Financial Associates, Inc. 29290.00%0.03%0.07%Q4 2014Q4 202129
IndexIQ Advisors LLC 29290.00%5.32%14.91%Q2 2013Q2 202029
VICUS CAPITAL 1910.02%0.18%1.20%Q2 2013Q1 202229
AEGON USA Investment Management, LLC 2092.69%12.18%41.32%Q2 2013Q3 202329
Spectrum Management Group, LLC 18110.00%2.14%9.23%Q1 2015Q3 202229
Sargent Bickham Lagudis LLC 28280.53%1.00%1.50%Q1 2016Q4 202228
LEVEL FOUR ADVISORY SERVICES, LLC 28280.11%0.59%1.91%Q4 2016Q3 202328
EXENCIAL WEALTH ADVISORS, LLC 28280.07%0.29%1.10%Q4 2016Q3 202328
TWIN FOCUS CAPITAL PARTNERS, LLC 28280.08%0.28%0.83%Q2 2013Q1 202028
IHT Wealth Management, LLC 28280.02%0.22%0.90%Q4 2016Q3 202328
Trust Co 28280.00%0.72%18.30%Q4 2016Q3 202328
Rehmann Capital Advisory Group 1620.01%0.21%0.42%Q2 2013Q3 202328
Abbrea Capital, LLC 28280.26%0.93%2.28%Q4 2016Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28280.28%0.83%2.29%Q4 2016Q3 202328
Partnervest Advisory Services LLC 2260.00%0.40%0.69%Q2 2013Q3 202028
MILES CAPITAL, INC. 28284.94%6.46%10.56%Q2 2013Q1 202028
Sequoia Financial Advisors, LLC 28280.04%0.10%0.17%Q4 2016Q3 202328
AE Wealth Management LLC 28280.03%0.17%0.38%Q4 2016Q3 202328
PATHSTONE FAMILY OFFICE, LLC 2350.00%0.17%1.52%Q2 2013Q3 202328
EP Wealth Advisors, LLC 1750.02%0.30%3.43%Q3 2014Q3 202328
Gilbert & Cook, Inc. 28285.26%7.35%8.15%Q4 2016Q3 202328
TD ASSET MANAGEMENT INC 28280.00%0.01%0.01%Q2 2013Q1 202028
Bridgeworth, LLC 28280.11%2.55%5.14%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.00%0.15%1.04%Q4 2016Q3 202328
Norway Savings Bank 28280.25%1.15%2.26%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.02%0.16%0.33%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.33%0.70%1.11%Q4 2016Q3 202328
Milliman Financial Risk Management LLC 282813.26%21.23%34.90%Q4 2015Q3 202228
COLONY GROUP LLC 2010.00%0.04%0.10%Q3 2013Q3 202328
Friedenthal Financial 2260.19%2.39%17.43%Q1 2015Q1 202228
CIBC WORLD MARKET INC. 2010.00%0.01%0.02%Q2 2014Q3 202328
BRINKER CAPITAL INC 2080.30%2.63%10.37%Q2 2013Q2 202028
GenTrust, LLC 28282.98%7.54%13.79%Q4 2016Q3 202328
Arbor Investment Advisors, LLC 28280.33%0.63%1.42%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.02%0.09%0.62%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.10%0.84%2.50%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.30%0.89%1.47%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.09%0.38%0.72%Q4 2016Q3 202328
AUA CAPITAL MANAGEMENT, LLC 28280.60%1.07%3.98%Q4 2016Q3 202328
REDW Wealth LLC 28280.86%1.35%2.41%Q4 2016Q3 202328
Addison Capital Co 2030.16%0.35%0.95%Q1 2016Q3 202327
Paracle Advisors, LLC 27278.18%12.38%18.35%Q3 2014Q1 202127
GIRARD PARTNERS LTD. 17100.02%0.13%0.33%Q3 2014Q3 202327
OPPENHEIMER & CO INC 1360.01%0.11%0.37%Q2 2013Q3 202327
Wela Strategies, Inc. 2612.85%4.49%6.70%Q1 2017Q4 202327
Simplicity Solutions, LLC 1410.02%0.19%0.87%Q4 2014Q3 202327
Omnia Family Wealth, LLC 27270.25%1.84%3.16%Q4 2016Q2 202327
Motley Fool Wealth Management, LLC 27270.05%0.13%0.35%Q1 2017Q3 202327
TD Capital Management LLC 2110.00%1.64%3.26%Q2 2013Q3 202327
Cassaday & Co Inc. 27270.00%0.02%0.06%Q2 2015Q4 202127
JMG Financial Group, Ltd. 27270.02%0.14%0.38%Q1 2017Q3 202327
BLB&B Advisors, LLC 1940.02%0.10%0.19%Q2 2013Q1 202327
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2070.02%0.19%0.37%Q4 2016Q3 202327
EFG Asset Management (Americas) Corp. 27270.06%0.28%0.69%Q4 2013Q2 202027
Sumitomo Mitsui DS Asset Management Company, Ltd 27270.01%0.93%2.36%Q1 2017Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 2520.04%0.08%0.16%Q2 2014Q4 202327
Checchi Capital Advisers, LLC 2220.00%0.04%0.06%Q1 2016Q2 202327
Capstone Financial Advisors, Inc. 27270.11%8.49%13.30%Q1 2017Q3 202327
White Pine Investment CO 1160.19%0.55%1.43%Q4 2013Q4 202027
Continuum Advisory, LLC 27271.08%2.51%6.16%Q1 2017Q3 202327
RFG Advisory, LLC 2510.06%1.39%6.32%Q2 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.21%0.71%1.07%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.90%1.40%2.05%Q4 2016Q3 202327
TRUIST FINANCIAL CORP 1980.00%0.27%0.57%Q2 2013Q3 202327
Argent Trust Co 1110.04%0.21%0.40%Q1 2015Q3 202327
Integre Asset Management, LLC 27270.07%0.21%0.43%Q2 2013Q4 201927
Barber Financial Group, Inc. 26260.24%3.69%17.89%Q4 2016Q1 202326
KING LUTHER CAPITAL MANAGEMENT CORP 2330.00%0.01%0.01%Q2 2013Q3 202326
Boston Standard Wealth Management, LLC 1420.07%8.25%12.38%Q4 2014Q4 202326
SUNTRUST BANKS INC 26260.25%0.47%0.82%Q2 2013Q3 201926
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.15%0.28%0.45%Q2 2013Q3 201926
Cranbrook Wealth Management, LLC 26260.01%0.02%0.05%Q2 2016Q3 202226
Foothills Asset Management, Ltd. 26262.29%4.54%7.49%Q4 2013Q1 202026
AGF INVESTMENTS INC. 26260.00%0.05%0.31%Q3 2015Q4 202126
Ballentine Partners, LLC 26260.05%0.17%0.54%Q2 2017Q3 202326
Horrell Capital Management, Inc. 2020.00%0.00%0.01%Q3 2015Q2 202226
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 26260.97%15.22%34.45%Q2 2013Q3 201926
V Wealth Advisors LLC 1160.04%0.34%0.53%Q3 2016Q2 202326
Grove Bank & Trust 26260.03%0.72%1.17%Q2 2017Q3 202326
Clear Harbor Asset Management, LLC 26260.16%0.87%1.57%Q4 2016Q1 202326
COLDSTREAM CAPITAL MANAGEMENT INC 2240.03%1.26%2.40%Q1 2017Q3 202326
Kingsview Wealth Management, LLC 2060.20%0.50%0.93%Q1 2017Q3 202326
Ausdal Financial Partners, Inc. 1790.03%0.62%1.91%Q4 2015Q3 202326
Truepoint, Inc. 1310.01%0.06%0.26%Q2 2016Q3 202326
Sarasin & Partners LLP 2240.02%0.03%0.06%Q1 2017Q3 202326
WEALTHSOURCE PARTNERS, LLC 2330.02%0.15%0.36%Q1 2016Q3 202326
BESSEMER GROUP INC 1510.00%0.00%0.01%Q2 2013Q3 202326
SECURIAN ASSET MANAGEMENT, INC 26260.00%15.23%74.24%Q2 2010Q3 201626
Summit X, LLC 26260.11%1.17%3.05%Q2 2017Q3 202326
COURIER CAPITAL LLC 26260.05%0.12%1.10%Q2 2017Q3 202326
JT Stratford LLC 26260.15%2.41%7.25%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.07%0.23%0.50%Q2 2017Q3 202326
BOK Financial Private Wealth, Inc. 1690.04%0.32%0.89%Q2 2016Q3 202325
McNamara Financial Services, Inc. 25250.06%1.16%4.22%Q1 2016Q1 202225
Capital Investment Advisory Services, LLC 1540.02%0.24%1.49%Q4 2016Q3 202325
Boston Partners 24240.00%0.04%0.05%Q4 2017Q3 202325
C M BIDWELL & ASSOCIATES LTD 2410.02%1.86%3.94%Q4 2015Q3 202325
Laurel Wealth Advisors, Inc. 25250.03%0.21%0.75%Q2 2016Q2 202225
FARMERS & MERCHANTS INVESTMENTS INC 1810.00%0.79%1.44%Q3 2013Q3 202325
Bison Wealth, LLC 1610.01%0.21%1.07%Q2 2015Q2 202225
Portfolio Solutions, LLC 25250.02%0.31%2.77%Q3 2016Q3 202225
ROCKY MOUNTAIN ADVISERS, LLC 25250.02%0.85%2.24%Q4 2013Q4 201925
Garde Capital, Inc. 25253.93%6.66%11.33%Q2 2014Q2 202025
Aldebaran Financial Inc. 25250.84%3.04%8.03%Q1 2016Q1 202225
Mosaic Family Wealth, LLC 25250.51%0.80%1.79%Q4 2015Q4 202125
SVA Wealth Management, LLC 25250.02%0.31%1.71%Q4 2013Q4 201925
FormulaFolio Investments, LLC 2230.01%1.76%6.99%Q4 2014Q2 202125
BB&T SECURITIES, LLC 25250.01%0.20%0.64%Q3 2013Q3 201925
Sowell Financial Services LLC 1020.06%0.57%2.06%Q4 2016Q3 202325
HT Partners LLC 2120.15%1.98%12.71%Q3 2013Q3 202325
Round Table Services, LLC 25250.04%0.18%0.73%Q3 2016Q3 202225
Kovack Advisors, Inc. 1210.03%0.14%0.25%Q1 2016Q1 202325
Tradewinds Capital Management, LLC 2010.00%0.01%0.04%Q2 2015Q1 202225
SHEETS SMITH WEALTH MANAGEMENT 2140.06%0.08%0.14%Q2 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.02%0.07%0.16%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.74%4.14%10.70%Q2 2017Q2 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.11%0.29%0.73%Q3 2017Q3 202325
Providence First Trust Co 25250.17%1.99%3.56%Q3 2017Q3 202325
Larson Financial Group LLC 24240.04%0.37%5.48%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
Paragon Capital Management Ltd 2110.12%0.48%1.41%Q4 2014Q1 202224
Integrated Wealth Concepts LLC 24240.24%1.12%3.86%Q4 2017Q3 202324
Lutz Financial Services LLC 24244.79%8.44%13.01%Q4 2017Q3 202324
JANE STREET GROUP, LLC 810.00%0.08%0.42%Q4 2014Q3 202324
Financial Advocates Investment Management 24240.71%1.23%2.26%Q4 2017Q3 202324
FIDUCIENT ADVISORS LLC 24242.16%15.62%21.19%Q4 2017Q3 202324
Chandler Asset Management, Inc. 24246.07%13.88%21.19%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.13%0.82%4.11%Q4 2017Q3 202324
SECURITY NATIONAL BANK OF SO DAK 2210.19%0.82%1.41%Q1 2016Q3 202224
Global Trust Asset Management, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.11%4.20%7.06%Q4 2017Q3 202324
Fiduciary Trust Co International of Pennsylvania 1720.02%0.09%0.61%Q2 2013Q1 202024
WealthShield Partners, LLC 24240.00%0.79%2.36%Q4 2017Q3 202324
CUTLER INVESTMENT COUNSEL LLC 930.03%0.41%1.48%Q2 2013Q3 202324
Front Row Advisors LLC 24240.10%0.24%0.41%Q4 2017Q3 202324
Canal Capital Management, LLC 24240.19%0.41%0.61%Q4 2016Q3 202224
Stordahl Capital Management, Inc. 24248.48%10.90%14.99%Q4 2017Q3 202324
Sanctuary Wealth Management, L.L.C. 2110.20%2.55%6.16%Q1 2010Q3 202324
CNB Bank 24240.04%0.07%0.41%Q4 2017Q3 202324
IFG Advisory, LLC 24240.07%1.08%3.57%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.13%0.28%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.24%0.31%0.39%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.18%0.81%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.25%2.30%4.25%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.18%0.26%0.62%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.22%1.40%2.70%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.12%0.37%0.59%Q4 2017Q3 202324
WMS Partners, LLC 720.04%0.12%0.21%Q2 2013Q3 202324
Glenview Trust Co 1240.01%0.02%0.03%Q1 2017Q3 202324
Joel Isaacson & Co., LLC 1410.01%0.03%0.05%Q4 2012Q3 202324
BOKF, NA 1590.01%0.03%0.05%Q3 2017Q3 202324
Trellis Advisors, LLC 24247.64%8.55%10.21%Q4 2017Q3 202324
Hilltop Holdings Inc. 2040.06%0.70%4.38%Q1 2015Q3 202324
Successful Portfolios LLC 24240.33%0.49%0.78%Q4 2017Q3 202324
INR ADVISORY SERVICES LLC 242413.08%14.92%17.69%Q2 2013Q1 201924
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.11%0.52%2.45%Q4 2017Q3 202324
Financial Advisors Network, Inc. 17112.10%15.34%19.42%Q4 2016Q3 202324
Bogart Wealth, LLC 1680.00%3.13%6.34%Q3 2017Q3 202324
BHK Investment Advisors, LLC 24247.69%10.35%12.41%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.04%0.09%Q4 2017Q3 202324
Alaska Wealth Advisors 24248.70%10.53%14.50%Q4 2017Q3 202324
State of Tennessee, Treasury Department 24240.04%0.12%0.28%Q1 2015Q4 202024
Aveo Capital Partners, LLC 1110.05%0.43%1.69%Q4 2016Q3 202324
Moisand Fitzgerald Tamayo, LLC 2110.00%0.00%0.04%Q4 2015Q1 202324
ROPES WEALTH ADVISORS LLC 23230.00%0.38%0.82%Q1 2018Q3 202323
DIMENSION CAPITAL MANAGEMENT LLC 1940.08%0.23%0.62%Q2 2017Q3 202323
SONATA CAPITAL GROUP INC 23230.23%0.43%0.80%Q1 2018Q3 202323
Belpointe Asset Management LLC 2120.05%0.16%0.33%Q3 2017Q3 202323
WBH ADVISORY INC 1510.05%0.86%1.75%Q1 2015Q3 202323
Snowden Capital Advisors LLC 1230.02%0.04%0.06%Q3 2017Q3 202323
TIAA, FSB 1670.00%0.15%0.45%Q2 2017Q2 202323
Occidental Asset Management, LLC 1920.05%0.32%0.66%Q1 2014Q2 202323
Aries Wealth Management 1760.20%0.30%0.47%Q4 2017Q3 202323
LAKE STREET ADVISORS GROUP, LLC 1581.30%2.58%4.01%Q4 2017Q3 202323
Edelman Financial Services, LLC 23230.00%0.65%0.87%Q2 2013Q4 201823
Glassman Wealth Services 1670.00%0.01%0.03%Q4 2017Q3 202323
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 23230.03%0.06%0.19%Q1 2018Q3 202323
American Investment Services, Inc. 23230.12%0.55%1.04%Q1 2018Q3 202323
Janney Capital Management LLC 1710.01%0.48%2.71%Q4 2015Q3 202323
Bernicke Wealth Management, Ltd. 23230.19%0.99%5.60%Q4 2014Q2 202023
HL FINANCIAL SERVICES LLC 1850.01%0.02%0.08%Q2 2013Q1 201923
VAN ECK ASSOCIATES CORP 23230.00%0.02%0.06%Q2 2016Q4 202123
Mariner, LLC 2030.01%0.08%0.24%Q3 2016Q3 202323
Keystone Financial Group 2120.25%0.43%0.66%Q4 2017Q3 202323
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q4 2013Q3 202323
DUBUQUE BANK & TRUST CO 1610.00%0.66%1.70%Q1 2014Q3 202323
MADISON INVESTMENT HOLDINGS INC 1940.78%1.30%1.84%Q2 2013Q3 201923
Vantage Investment Partners, LLC 2210.02%0.04%0.06%Q3 2017Q2 202323
FIRST MANHATTAN CO. LLC. 2030.00%0.00%0.00%Q1 2016Q3 202323
PFS INVESTMENTS INC. 23230.50%0.92%1.61%Q4 2017Q2 202323
Westside Investment Management, Inc. 1510.00%0.31%3.59%Q4 2016Q3 202323
180 WEALTH ADVISORS, LLC 23230.05%0.09%0.15%Q1 2018Q3 202323
D.B. Root & Company, LLC 23230.09%0.90%3.72%Q4 2017Q2 202323
MOTCO 1440.00%0.00%0.02%Q3 2015Q3 202323
Institute for Wealth Management, LLC. 1940.10%0.39%0.84%Q2 2017Q3 202323
Tower Research Capital LLC (TRC) 1310.00%0.04%0.13%Q3 2016Q3 202323
Northwest Capital Management Inc 2210.13%0.55%1.45%Q4 2017Q3 202323
WEALTHCARE CAPITAL MANAGEMENT LLC 2210.01%0.01%0.02%Q2 2013Q4 202123
Simmons Bank 1810.02%0.03%0.04%Q2 2016Q2 202322
Certified Advisory Corp 11110.01%0.42%1.35%Q4 2017Q3 202322
SigFig Wealth Management, LLC 22220.05%0.15%0.34%Q2 2018Q3 202322
Capital Asset Advisory Services LLC 1110.05%0.81%2.42%Q1 2016Q3 202322
CHEMICAL BANK 1570.02%0.11%0.24%Q2 2013Q2 201922
TWO SIGMA SECURITIES, LLC 1110.01%0.13%0.95%Q3 2015Q4 202222
Icon Wealth Partners, LLC 1930.02%0.14%0.77%Q4 2017Q3 202322
DeDora Capital, Inc. 1660.09%0.78%1.66%Q4 2017Q2 202322
BlueSky Wealth Advisors, LLC 1480.09%0.80%2.61%Q4 2016Q3 202322
Asset Management Group, Inc. 22220.14%0.24%0.40%Q2 2013Q3 201822
Krilogy Financial LLC 1110.02%0.04%0.12%Q3 2015Q4 202222
NORTHSTAR INVESTMENT ADVISORS LLC 1420.35%3.94%5.36%Q2 2013Q1 201922
NATIXIS 1930.00%0.05%0.11%Q3 2016Q1 202222
NEW ENGLAND ASSET MANAGEMENT INC 22220.00%0.02%0.12%Q2 2013Q3 201822
Patten Group, Inc. 1390.00%0.29%1.20%Q2 2015Q3 202322
McIlrath & Eck, LLC 2020.00%0.48%2.85%Q4 2017Q3 202322
MGO ONE SEVEN LLC 2020.04%0.09%0.16%Q4 2017Q3 202322
STEPHENS INC /AR/ 22220.01%0.41%0.91%Q2 2018Q3 202322
PFG Advisors 1750.21%0.60%1.00%Q4 2017Q3 202322
Regal Investment Advisors LLC 1010.01%0.25%0.95%Q2 2013Q3 202322
Valeo Financial Advisors, LLC 1840.00%0.02%0.05%Q4 2017Q3 202322
Pinnacle Bancorp, Inc. 2010.47%1.36%2.42%Q1 2017Q3 202321
TOEWS CORP /ADV 510.64%26.40%100.00%Q4 2010Q4 202121
PARK AVENUE SECURITIES LLC 1410.06%0.09%0.19%Q4 2015Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21212.54%4.08%9.04%Q4 2017Q4 202221
PROFFITT & GOODSON INC 21210.32%0.86%1.03%Q3 2018Q3 202321
CALTON & ASSOCIATES, INC. 1830.09%0.46%0.88%Q4 2017Q2 202321
TORONTO DOMINION BANK 1610.00%0.06%0.24%Q1 2017Q3 202321
SouthState Corp 1310.00%0.29%1.09%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.33%0.50%0.68%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.16%0.29%0.91%Q3 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.22%0.48%0.78%Q3 2018Q3 202321
CAPITAL ONE, NATIONAL ASSOCIATION 2010.06%0.99%5.08%Q3 2013Q4 201921
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
FORVIS Wealth Advisors, LLC 810.01%0.06%0.23%Q1 2015Q3 202321
People's United Financial, Inc. 1510.00%0.01%0.14%Q4 2013Q1 202221
Lee Financial Co 1650.01%0.03%0.07%Q4 2016Q4 202221
Capital Directions Investment Advisors, LLC 1520.00%0.04%0.07%Q2 2017Q4 202221
Accredited Investors Inc. 810.02%1.15%9.26%Q2 2013Q4 202221
Resource Planning Group 21210.22%1.94%4.59%Q3 2018Q3 202321
SignalPoint Asset Management, LLC 21210.11%0.15%0.18%Q3 2018Q3 202321
Capital Advisors, Ltd. LLC 1610.00%0.03%0.18%Q4 2016Q3 202321
VERITY Wealth Advisors 21211.17%2.79%4.87%Q4 2018Q4 202321
Vectors Research Management, LLC 21210.04%1.04%4.40%Q3 2018Q3 202321
LFA - Lugano Financial Advisors SA 1650.27%0.69%1.60%Q2 2018Q3 202321
USAdvisors Wealth Management, LLC 1470.09%0.28%0.60%Q1 2018Q3 202321
Bruderman Asset Management, LLC 1650.00%0.18%0.33%Q4 2015Q1 202121
AGILIS PARTNERS LLC 21210.64%9.65%18.50%Q2 2015Q2 202021
Ford Financial Group, LLC 21210.56%2.74%3.99%Q4 2017Q4 202221
BerganKDV Wealth Management, LLC 21210.00%0.01%0.10%Q2 2018Q2 202321
Rain Capital Management, LLC 1740.00%5.82%23.76%Q4 2015Q3 202321
Connecticut Wealth Management, LLC 1610.02%0.47%4.07%Q3 2016Q3 202321
Clear Perspective Advisors, LLC 21210.19%2.00%3.58%Q4 2016Q4 202121
PRUDENTIAL FINANCIAL INC 20200.00%0.09%0.26%Q4 2018Q3 202320
INNEALTA CAPITAL, LLC 20200.22%0.41%0.72%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.57%1.01%1.40%Q4 2018Q3 202320
RiverFront Investment Group, LLC 20204.02%7.53%10.22%Q4 2018Q3 202320
CLIFFORD SWAN INVESTMENT COUNSEL LLC 20200.04%0.06%0.07%Q2 2013Q1 201820
VALLEY NATIONAL ADVISERS INC 810.00%0.21%0.85%Q4 2014Q3 202320
CAMDEN NATIONAL BANK 20200.04%0.06%0.08%Q2 2018Q1 202320
Total Wealth Planning, LLC 20200.42%0.81%1.99%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.17%0.30%0.58%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.02%0.10%0.16%Q4 2013Q3 201820
O'Dell Group, LLC 20200.06%0.55%1.15%Q4 2018Q3 202320
Bryn Mawr Capital Management, LLC 20200.07%0.79%3.73%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.06%0.51%0.96%Q4 2014Q3 201920
Claro Advisors LLC 20200.16%0.30%0.49%Q4 2018Q3 202320
NICOLET BANKSHARES INC 1710.09%3.01%6.17%Q3 2016Q3 202320
Huntington Steele LLC 20200.12%0.15%0.18%Q2 2013Q1 201820
LeJeune Puetz Investment Counsel LLC 1710.07%0.11%0.56%Q4 2016Q1 202320
Wealthfront Advisers LLC 20200.33%0.43%0.69%Q4 2018Q3 202320
Arkos Global Advisors 20206.38%13.08%21.16%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.06%0.15%0.30%Q4 2018Q3 202320
Apriem Advisors 1910.19%1.13%7.09%Q2 2013Q3 202320
RESTON WEALTH MANAGEMENT LLC 20200.38%3.47%11.56%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.21%0.64%1.80%Q4 2018Q3 202320
DOWLING & YAHNKE LLC 20200.12%0.54%2.71%Q4 2017Q3 202220
Wellesley Investment Partners, LLC 20200.07%1.29%3.20%Q4 2015Q3 202020
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.09%0.20%0.37%Q1 2016Q4 202020
RHUMBLINE ADVISERS 1460.00%0.01%0.03%Q2 2013Q4 201920
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.02%0.04%Q4 2017Q4 202220
Advocacy Wealth Management Services, LLC 1640.01%0.05%0.21%Q4 2015Q3 202220
Archer Investment Corp 20200.04%0.16%0.37%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.01%0.73%11.71%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.11%0.38%0.69%Q4 2018Q3 202320
Brown Advisory Securities, LLC 1820.06%0.18%0.91%Q2 2013Q3 202220
Aspire Private Capital, LLC 20200.08%0.20%0.31%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.22%0.33%0.46%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.28%0.41%0.57%Q4 2018Q3 202320
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1550.00%0.01%0.06%Q4 2016Q2 202220
Personal Capital Advisors Corp 1210.00%0.17%2.16%Q4 2013Q4 202220
Executive Wealth Management, LLC 20200.47%3.49%23.73%Q4 2018Q3 202320
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1910.04%0.05%0.08%Q2 2013Q2 201920
FINANCIAL LIFE ADVISORS 930.09%0.39%0.66%Q4 2017Q2 202320
Ellevest, Inc. 20202.84%3.25%3.75%Q4 2018Q3 202320
Coyle Financial Counsel LLC 1320.09%2.02%9.45%Q1 2018Q3 202320
Brouwer & Janachowski, LLC 1370.13%3.75%7.95%Q4 2013Q3 202120
NYL Investors LLC 20200.12%0.85%1.74%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.09%0.32%0.68%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q3 202020
American Portfolios Advisors 20200.16%0.22%0.31%Q4 2017Q3 202220
Financial Engines Advisors L.L.C. 20200.14%0.23%0.57%Q4 2018Q3 202320
Summit Financial, LLC 20200.14%0.19%0.24%Q4 2018Q3 202320
Windhaven Investment Management, Inc. 20204.10%7.04%9.25%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.02%0.05%0.09%Q4 2018Q3 202320
Financial Enhancement Group LLC 20200.03%0.45%0.94%Q2 2015Q1 202020
Exchange Capital Management, Inc. 1710.00%0.10%0.22%Q2 2013Q2 202320
Graves Light Lenhart Wealth, Inc. 20200.70%0.97%1.33%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.11%0.21%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.07%0.44%Q4 2015Q3 202020
Vivaldi Capital Management LP 1110.00%0.15%1.16%Q1 2017Q3 202320
Stratos Wealth Advisors, LLC 20200.08%0.17%0.29%Q4 2018Q3 202320
Jackson, Grant Investment Advisers, Inc. 1030.02%0.07%0.17%Q3 2017Q3 202320
JANICZEK WEALTH MANAGEMENT, LLC 20200.07%0.17%0.28%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.11%0.32%0.45%Q2 2017Q1 202220
Independent Advisor Alliance 1710.04%0.21%1.47%Q1 2017Q3 202320
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19192.72%6.32%8.86%Q1 2019Q3 202319
ROFFMAN MILLER ASSOCIATES INC /PA/ 1090.02%0.04%0.09%Q3 2018Q3 202319
Sterling Investment Advisors, Ltd. 19190.05%0.35%0.83%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.21%0.62%1.36%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.18%0.33%Q1 2019Q3 202319
Arden Trust Co 19190.08%1.50%3.95%Q2 2019Q4 202319
PINNACLE FINANCIAL PARTNERS INC 1210.00%0.02%0.14%Q3 2013Q3 202319
Realta Investment Advisors 19190.09%0.27%0.56%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.44%0.91%1.85%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.16%8.91%13.91%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.02%0.17%0.76%Q1 2014Q3 201819
Compton Wealth Advisory Group, LLC 1450.13%3.17%7.99%Q4 2018Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.08%0.12%0.16%Q2 2018Q4 202219
RITHOLTZ WEALTH MANAGEMENT 1810.02%0.68%4.51%Q4 2016Q3 202119
Stratos Investment Management, LLC 19192.66%4.89%14.87%Q1 2019Q3 202319
Vestmark Advisory Solutions, Inc. 19190.31%0.82%2.90%Q1 2019Q3 202319
CAHILL FINANCIAL ADVISORS INC 1410.17%2.10%3.34%Q3 2014Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.06%0.12%Q1 2019Q3 202319
Tidal Investments LLC 19190.03%0.34%1.90%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.11%0.28%0.67%Q2 2013Q4 201719
Howard Capital Management Inc. 19190.24%0.46%0.99%Q1 2019Q3 202319
Private Capital Group, LLC 19190.49%1.09%1.59%Q4 2017Q2 202219
Harbour Capital Advisors, LLC 19190.12%0.27%0.61%Q1 2013Q3 201719
TSFG, LLC 19190.04%0.13%0.27%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.16%0.24%0.34%Q1 2019Q3 202319
FIRST AMERICAN TRUST, FSB 1810.05%0.71%1.93%Q2 2015Q3 202319
TimeScale Financial, Inc. 19190.04%0.71%4.60%Q4 2018Q2 202319
Financial Insights, Inc. 1810.18%0.70%2.49%Q4 2018Q3 202319
Cypress Wealth Services, LLC 19190.08%0.19%0.38%Q4 2017Q2 202219
Financial Gravity Asset Management, Inc. 830.01%0.28%2.26%Q1 2018Q3 202319
Invesco Ltd. 19190.00%0.00%0.00%Q2 2013Q4 201719
AMERICAN NATIONAL BANK 1610.01%0.24%0.79%Q2 2013Q3 202319
First National Bank of South Miami 19190.03%0.04%0.06%Q4 2018Q2 202319
TRUE Private Wealth Advisors 1310.02%1.24%6.34%Q4 2015Q4 202019
Baltimore-Washington Financial Advisors, Inc. 1540.01%0.48%1.20%Q4 2013Q3 202219
BOYS ARNOLD & CO INC 19190.05%0.21%0.44%Q3 2015Q1 202019
RAND WEALTH, LLC 18180.04%0.77%1.74%Q2 2014Q3 201818
Baystate Wealth Management LLC 1310.01%1.07%3.49%Q4 2016Q3 202318
RELIANCE TRUST CO OF DELAWARE 1173.98%5.26%9.74%Q2 2013Q1 201918
Verdence Capital Advisors LLC 18180.04%0.08%0.14%Q2 2019Q3 202318
Efficient Advisors, LLC 1260.08%3.99%8.18%Q1 2016Q3 202318
O'Brien Wealth Partners LLC 1260.07%4.57%18.27%Q4 2015Q4 202018
Acorn Wealth Advisors, LLC 1320.00%3.56%7.29%Q4 2017Q3 202318
Evercore Wealth Management, LLC 1260.00%0.00%0.01%Q2 2013Q4 201718
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.03%Q2 2019Q3 202318
IFC Holdings Incorporated/FL 1620.06%0.23%0.67%Q2 2013Q4 201718
MorganRosel Wealth Management, LLC 18180.18%0.37%0.58%Q2 2019Q3 202318
Sunesis Advisors, LLC 1410.19%0.36%0.60%Q4 2018Q3 202318
Genesee Capital Advisors, LLC 18180.06%0.71%1.96%Q2 2019Q3 202318
ELM ADVISORS, LLC 18180.39%0.71%2.16%Q4 2017Q1 202218
WHITENER CAPITAL MANAGEMENT, INC. 1610.04%0.16%0.24%Q1 2018Q4 202218
New Capital Management LP 18180.12%0.80%1.98%Q4 2016Q1 202118
Ellis Investment Partners, LLC 18180.01%0.03%0.11%Q2 2019Q3 202318
SENTRY INVESTMENT MANAGEMENT LLC 18181.12%1.84%2.48%Q2 2013Q3 201718
RIVERSEDGE ADVISORS, LLC 18183.85%7.13%10.06%Q2 2019Q3 202318
First PREMIER Bank 1620.32%0.63%0.82%Q3 2017Q3 202318
Savant Capital, LLC 18180.13%0.86%1.38%Q2 2019Q3 202318
Unison Advisors LLC 18180.06%4.34%9.69%Q4 2017Q1 202218
Laird Norton Wetherby Wealth Management, LLC 1030.02%0.07%0.21%Q4 2014Q3 202318
Foundations Investment Advisors, LLC 18180.04%0.12%0.36%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.06%0.12%0.17%Q2 2019Q3 202318
Peachtree Investment Partners, LLC 18180.10%0.31%0.89%Q2 2019Q3 202318
Csenge Advisory Group 1710.02%0.10%0.13%Q3 2018Q3 202318
Commonwealth Equity Services, Inc 18180.12%0.26%0.35%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.06%0.23%0.57%Q2 2013Q3 201718
Elm Partners Management LLC 18180.05%1.92%4.06%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.15%0.28%0.56%Q2 2013Q3 201718
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1530.00%0.04%0.09%Q4 2016Q3 202318
Fortis Advisors, LLC 1040.01%0.60%3.57%Q3 2017Q3 202318
Charles Schwab Investment Advisory, Inc. 1170.00%0.16%0.55%Q2 2018Q3 202318
SVB WEALTH LLC 18180.00%0.06%0.15%Q2 2019Q3 202318
DFPG INVESTMENTS, LLC 18180.56%1.12%2.14%Q2 2019Q3 202318
Strategic Investment Advisors / MI 18180.16%0.86%1.68%Q2 2019Q3 202318
Manchester Capital Management LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Prime Capital Investment Advisors, LLC 1010.02%0.21%1.15%Q2 2018Q3 202318
WFG Advisors, LP 17170.04%0.24%1.63%Q2 2013Q2 201717
Concert Wealth Management Inc. 17170.06%0.24%0.72%Q2 2013Q2 201717
Banco Santander, S.A. 980.01%0.14%0.42%Q3 2017Q4 202117
Sigma Investment Management Co 980.16%0.25%0.33%Q4 2013Q3 201817
Beacon Harbor Wealth Advisors, Inc. 1343.78%4.89%7.91%Q2 2019Q3 202317
HoyleCohen, LLC 1610.03%0.05%0.08%Q4 2018Q3 202317
Titus Wealth Management 1210.28%0.42%0.93%Q4 2017Q2 202217
Baldrige Asset Management LLC 17170.32%0.59%1.18%Q1 2019Q1 202317
Pacifica Partners Inc. 17170.06%0.09%0.12%Q4 2019Q4 202317
CLEAR STREET MARKETS LLC 1110.01%0.22%1.51%Q3 2014Q4 202217
MidWestOne Financial Group, Inc. 17170.04%0.29%0.49%Q2 2019Q2 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1610.00%0.06%0.50%Q2 2013Q2 202117
Paulson Wealth Management Inc. 930.09%0.28%0.89%Q4 2017Q3 202317
Cresset Asset Management, LLC 1410.01%0.09%0.48%Q4 2018Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.02%0.03%0.06%Q3 2019Q3 202317
UBS ASSET MANAGEMENT AMERICAS INC 910.00%0.00%0.00%Q2 2013Q4 202117
Trilogy Capital Inc. 1340.01%0.18%2.45%Q4 2017Q3 202317
Linscomb & Williams, Inc. 17170.02%0.11%0.18%Q3 2019Q3 202317
FIRST FINANCIAL CORP /IN/ 1210.02%0.05%0.07%Q2 2015Q3 202317
StoneX Group Inc. 1310.16%1.10%3.28%Q2 2017Q3 202317
MYCIO WEALTH PARTNERS, LLC 1430.00%0.04%0.15%Q2 2013Q4 201917
Bedel Financial Consulting, Inc. 17170.02%0.05%0.10%Q1 2018Q1 202217
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 910.07%0.95%2.12%Q2 2015Q3 202317
RWA WEALTH PARTNERS, LLC 1340.06%3.60%11.37%Q1 2017Q3 202317
Ifrah Financial Services, Inc. 1110.08%0.09%0.10%Q4 2013Q4 202017
MONROE BANK & TRUST/MI 630.01%0.01%0.02%Q2 2013Q2 201817
Farmers National Bank 1520.01%0.17%0.28%Q4 2014Q2 201917
Pacific Center for Financial Services 17170.04%0.10%0.37%Q4 2016Q4 202017
Hills Bank & Trust Co 1610.06%0.91%7.19%Q2 2019Q3 202317
Gradient Capital Advisors, LLC 17170.09%0.18%0.29%Q4 2017Q4 202117
Avion Wealth 17170.01%0.25%0.75%Q3 2019Q3 202317
CAPITAL ADVISORS INC/OK 1210.01%0.02%0.06%Q4 2016Q4 202217
Bull Street Advisors, LLC 17170.36%0.53%0.66%Q3 2019Q3 202317
HBW ADVISORY SERVICES LLC 17170.18%1.59%2.40%Q3 2019Q3 202317
Waverly Advisors, LLC 1340.00%0.03%0.06%Q4 2017Q3 202317
Highland Private Wealth Management 820.04%0.24%1.80%Q1 2016Q3 202217
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1610.10%0.30%0.73%Q2 2018Q3 202317
HERITAGE INVESTORS MANAGEMENT CORP 17170.01%0.03%0.05%Q4 2013Q4 201717
Dakota Wealth Management 1340.04%0.08%0.21%Q1 2019Q3 202317
RED CEDAR INVESTMENT MANAGEMENT, LLC 1430.09%0.56%3.45%Q3 2018Q2 202317
Essex Savings Bank 1430.02%0.09%0.12%Q4 2018Q3 202317
Campbell Wealth Management 16160.05%6.15%11.00%Q4 2018Q3 202216
Merit Financial Group, LLC 720.02%0.52%1.60%Q4 2017Q3 202316
MinichMacGregor Wealth Management, LLC 1210.01%0.05%0.17%Q4 2015Q4 202216
CULLEN/FROST BANKERS, INC. 1150.00%0.04%0.18%Q3 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Cadence Bank 16160.54%1.06%1.60%Q4 2019Q3 202316
Perkins Coie Trust Co 16160.02%0.02%0.03%Q2 2015Q1 201916
Mine & Arao Wealth Creation & Management, LLC. 16160.16%2.02%5.50%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.02%0.08%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16169.51%11.32%14.64%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.10%0.31%0.87%Q4 2019Q3 202316
MATHER GROUP, LLC. 16160.01%0.10%0.31%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.36%0.81%2.28%Q4 2019Q3 202316
Cordant, Inc. 16160.00%0.66%6.09%Q4 2019Q3 202316
BTS Asset Management, Inc. 1030.00%2.25%10.41%Q2 2019Q3 202316
BLUESTEM FINANCIAL ADVISORS, LLC 16169.85%12.46%16.90%Q4 2019Q3 202316
Strategic Wealth Investment Group, LLC 16160.04%0.16%0.49%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.02%0.05%0.11%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16161.19%1.50%2.04%Q4 2019Q3 202316
CAMG Solamere Management, LLC 16160.13%0.26%0.55%Q4 2016Q3 202016
Investment Research & Advisory Group, Inc. 16160.20%0.83%5.96%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.07%0.24%0.42%Q4 2019Q3 202316
S.A. Mason LLC 16160.15%0.46%0.86%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.01%0.07%0.19%Q4 2019Q3 202316
Crabel Capital Management, LLC 530.33%1.52%3.53%Q4 2017Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.04%0.18%1.25%Q4 2019Q3 202316
Spruce Investment Advisors LLC 16160.16%2.93%20.37%Q2 2013Q1 201716
TWIN CAPITAL MANAGEMENT INC 16161.01%1.35%1.93%Q2 2013Q1 201716
Efficient Market Advisors, LLC 16160.21%0.27%0.36%Q2 2013Q1 201716
Belmont Capital, LLC 16160.11%0.31%0.52%Q4 2019Q3 202316
MOULTON WEALTH MANAGEMENT, INC 16160.30%4.65%28.88%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
PARSONS CAPITAL MANAGEMENT INC/RI 1210.02%0.02%0.04%Q1 2015Q4 202116
Deseret Mutual Benefit Administrators 16160.72%1.81%3.38%Q4 2019Q3 202316
Benchmark Wealth Management, LLC 16168.90%11.89%14.18%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.06%0.23%0.57%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.17%0.48%1.04%Q2 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.03%0.12%0.18%Q2 2013Q1 201716
Meridian Wealth Partners, LLC 16160.06%0.15%0.40%Q4 2019Q3 202316
Astoria Strategic Wealth, Inc. 16162.36%11.92%16.95%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
Walkner Condon Financial Advisors LLC 16160.33%0.91%2.09%Q4 2019Q3 202316
Clearstead Advisors, LLC 910.00%0.04%0.11%Q2 2018Q3 202316
PETTYJOHN, WOOD & WHITE, INC 1110.06%0.41%1.62%Q2 2013Q1 202216
Ameraudi Asset Management, Inc. 16164.73%6.63%10.46%Q4 2019Q3 202316
Fiera Capital Corp 880.00%0.00%0.00%Q4 2018Q3 202316
HBK Sorce Advisory LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Avidian Wealth Solutions, LLC 1420.02%0.09%0.49%Q3 2016Q3 202316
Squarepoint Ops LLC 710.01%0.05%0.40%Q3 2016Q2 202316
JOHNSON INVESTMENT COUNSEL INC 730.01%0.01%0.02%Q4 2013Q2 201916
PAX Financial Group, LLC 16160.23%0.41%0.68%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.01%0.16%0.71%Q4 2019Q3 202316
Roble, Belko & Company, Inc 1240.00%0.75%4.17%Q4 2017Q3 202316
TRUEFG, LLC 16160.13%0.19%0.26%Q4 2019Q3 202316
OKABENA INVESTMENT SERVICES INC 16160.16%0.98%1.68%Q4 2019Q3 202316
CRA Financial Services, LLC 16160.10%0.72%1.13%Q4 2018Q3 202216
WealthPLAN Partners, LLC 910.00%0.27%2.02%Q1 2015Q2 202316
Waldron Private Wealth LLC 1310.04%0.81%2.59%Q1 2016Q1 202116
STRINGER ASSET MANAGEMENT, LLC 1242.37%4.62%8.22%Q4 2013Q3 201816
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.90%3.11%4.32%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16164.62%5.12%6.57%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.01%0.02%0.05%Q2 2019Q3 202316
Clearshares LLC 1242.23%3.69%5.78%Q4 2017Q4 202116
Equitable Holdings, Inc. 16160.54%0.71%0.92%Q4 2019Q3 202316
BURNEY CO/ 16160.02%0.06%0.12%Q4 2019Q3 202316
Sunbelt Securities, Inc. 710.02%0.08%0.15%Q4 2016Q3 202316
Willow Creek Wealth Management Inc. 810.27%1.34%3.14%Q4 2015Q3 202316
Meridian Wealth Management, LLC 1410.02%0.05%0.16%Q2 2019Q3 202315
CWA Asset Management Group, LLC 1140.02%0.11%0.22%Q2 2017Q3 202115
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
BEAM WEALTH ADVISORS, INC. 15150.46%1.02%1.54%Q4 2019Q2 202315
Red Spruce Capital, LLC 15150.13%0.21%0.34%Q2 2020Q4 202315
Berman Capital Advisors, LLC 1230.68%3.82%7.94%Q4 2017Q3 202115
CENTRAL TRUST Co 1110.00%0.00%0.01%Q1 2014Q3 202315
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1310.03%0.09%0.12%Q2 2013Q1 202015
CBIZ Investment Advisory Services, LLC 1144.06%14.01%22.10%Q4 2019Q3 202315
Advisor Group, Inc. 15150.42%0.60%0.93%Q2 2016Q4 201915
FSA Wealth Management LLC 1140.82%5.98%12.64%Q4 2019Q3 202315
Hirtle Callaghan & Co LLC 15150.03%0.45%0.82%Q1 2020Q3 202315
Spearhead Capital Advisors, LLC 1410.06%0.15%0.82%Q4 2018Q3 202215
BKS ADVISORS, LLC 910.08%0.14%0.27%Q1 2015Q1 201915
Destination Wealth Management 610.00%0.09%0.24%Q3 2013Q2 202215
HM PAYSON & CO 710.00%0.01%0.02%Q3 2015Q3 202315
HENGEHOLD CAPITAL MANAGEMENT LLC 960.05%0.08%0.15%Q2 2013Q4 202115
Higher Moment Capital LP 921.27%20.28%40.29%Q3 2014Q4 201815
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 830.70%3.46%8.96%Q4 2015Q4 202015
Apollon Wealth Management, LLC 15151.19%3.88%15.16%Q1 2020Q3 202315
Apella Capital, LLC 1233.35%4.69%7.06%Q1 2020Q4 202315
Key FInancial Inc 1320.19%0.31%0.47%Q4 2019Q3 202315
Diversified Portfolios, Inc. 960.12%1.17%2.00%Q4 2019Q3 202315
B. Riley Wealth Management, Inc. 640.00%0.05%0.09%Q1 2014Q2 202215
N.E.W. Advisory Services LLC 1410.67%1.23%1.69%Q4 2019Q3 202315
Lion Street Advisors, LLC 1050.32%1.20%3.38%Q4 2019Q3 202315
Weatherstone Capital Management 1320.24%2.06%13.07%Q1 2014Q2 201815
Asset Planning Services, Ltd. 710.00%0.01%0.02%Q2 2015Q2 201915
Disciplined Investments, LLC 15150.02%0.27%1.27%Q4 2019Q2 202315
Rosenberg Matthew Hamilton 15150.00%0.11%0.31%Q1 2020Q3 202315
MSI Financial Services Inc 15150.07%0.22%0.47%Q2 2013Q4 201615
Investors Research Corp 15150.02%0.03%0.05%Q1 2020Q3 202315
Deane Retirement Strategies, Inc. 1230.00%1.56%9.18%Q4 2014Q2 202015
Wealthstreet Investment Advisors, LLC 15150.15%0.37%1.34%Q4 2017Q2 202115
Integrated Advisors Network LLC 15150.02%0.09%0.29%Q1 2020Q3 202315
Ken Stern & Associates, Inc. 15153.82%4.82%6.21%Q1 2015Q3 201815
TRANSCEND CAPITAL ADVISORS, LLC 1320.02%0.10%0.24%Q4 2019Q3 202315
MONETA GROUP INVESTMENT ADVISORS LLC 1310.00%0.05%0.10%Q4 2016Q3 202315
HOLDERNESS INVESTMENTS CO 960.10%0.24%1.10%Q1 2017Q4 202015
Arlington Partners LLC 1320.07%0.17%0.50%Q4 2017Q2 202315
Trutina Financial LLC 15150.27%0.86%6.92%Q2 2013Q4 201615
Fisher Asset Management, LLC 1320.00%0.00%0.01%Q3 2019Q3 202315
New England Private Wealth Advisors LLC 15150.14%0.36%0.57%Q1 2020Q3 202315
Braver Wealth Management, LLC 15150.08%0.24%0.61%Q2 2013Q4 201615
Mercer Investments LLC 15151.31%22.00%64.05%Q1 2015Q3 201815
CREDIT SUISSE AG/ 1210.00%0.02%0.15%Q1 2013Q3 201915
Miracle Mile Advisors, LLC 1410.02%2.59%3.86%Q3 2019Q3 202315
PrairieView Partners, LLC 15150.01%0.05%0.10%Q1 2020Q3 202315
MA Private Wealth 1120.05%8.07%16.55%Q4 2018Q3 202315
Petix & Botte Co 1235.27%6.32%9.46%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.01%0.01%Q1 2020Q3 202315
RATIONAL ADVISORS LLC 15151.42%7.50%10.31%Q1 2020Q3 202315
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 15150.04%0.05%0.08%Q2 2019Q4 202215
Palisade Asset Management, LLC 15150.03%0.05%0.07%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.01%0.08%0.14%Q1 2020Q3 202315
Graypoint LLC 15150.10%0.61%1.47%Q1 2020Q3 202315
CFO4Life Group, LLC 15150.21%0.80%2.89%Q1 2020Q3 202315
Moors & Cabot, Inc. 870.02%0.04%0.07%Q1 2016Q4 202115
OSAIC HOLDINGS, INC. 15150.57%0.83%1.05%Q1 2020Q3 202315
Windham Capital Management, LLC 15150.02%1.10%5.61%Q2 2013Q4 201615
VICTORY CAPITAL MANAGEMENT INC 1320.00%0.05%0.09%Q3 2019Q3 202315
Retirement Group, LLC 1410.02%0.06%0.09%Q4 2019Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1410.12%2.73%5.30%Q4 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.01%0.02%0.03%Q2 2013Q4 201615
Physician Wealth Advisors, Inc. 15150.13%0.18%0.27%Q3 2019Q1 202315
Human Investing LLC 910.01%0.48%2.24%Q4 2019Q3 202314
ADVISOR PARTNERS LLC 810.12%0.16%0.23%Q2 2013Q3 201714
PagnatoKarp Partners LLC 14140.39%1.22%3.16%Q4 2016Q1 202014
Carlton Hofferkamp & Jenks Wealth Management, LLC 14140.15%0.21%0.29%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.02%0.04%0.06%Q1 2020Q3 202314
LBA Wealth Management, LLC 14147.18%11.25%13.05%Q4 2013Q1 201714
Yellowstone Partners, LLC 1220.45%0.59%0.74%Q4 2013Q4 201714
CAPITAL INSIGHT PARTNERS, LLC 14140.42%1.16%2.02%Q2 2020Q3 202314
Fiduciary Group LLC 1220.05%3.93%6.44%Q2 2015Q3 201914
Claraphi Advisory Network, LLC 14140.15%0.24%0.37%Q2 2019Q3 202214
H&H Retirement Design & Management INC 1131.12%6.68%17.08%Q1 2020Q3 202314
DENVER INVESTMENT ADVISORS LLC 14140.01%0.02%0.03%Q4 2014Q1 201814
Visionary Wealth Advisors 14140.03%0.80%1.80%Q2 2020Q3 202314
FIFTH THIRD SECURITIES, INC. 610.33%0.87%1.48%Q4 2016Q3 202314
Milestone Advisory Partners 14140.16%0.28%0.42%Q2 2020Q3 202314
WFA of San Diego, LLC 14140.02%1.07%1.93%Q2 2020Q3 202314
HNP Capital LLC 14140.07%1.16%1.80%Q4 2019Q1 202314
WEST PACES ADVISORS INC. 14140.03%0.09%0.16%Q4 2019Q1 202314
AlphaStar Capital Management, LLC 14140.03%0.20%0.35%Q1 2020Q2 202314
Paradigm Financial Partners, LLC 14140.05%0.56%1.94%Q4 2018Q1 202214
PBMares Wealth Management LLC 1220.43%0.85%1.89%Q1 2020Q3 202314
BFSG, LLC 920.04%0.22%0.84%Q3 2019Q3 202314
Northeast Financial Consultants Inc 860.02%0.12%0.22%Q2 2016Q1 202214
Prudent Man Advisors, LLC 14148.06%9.22%10.17%Q2 2020Q3 202314
C-J Advisory, Inc. 14140.30%0.36%0.43%Q3 2016Q4 201914
J.W. COLE ADVISORS, INC. 810.22%0.27%0.45%Q4 2019Q3 202314
Cordasco Financial Network 860.01%0.06%0.12%Q2 2015Q2 202214
CreativeOne Wealth, LLC 1310.04%0.11%0.25%Q1 2018Q3 202314
Ironwood Investment Counsel, LLC 610.04%0.09%0.16%Q2 2013Q3 202314
Anchor Investment Management, LLC 810.00%0.04%0.08%Q1 2016Q4 202214
Brand Asset Management Group, Inc. 14140.00%0.15%0.21%Q1 2020Q2 202314
Numeric Investors LLC 1130.00%0.00%0.01%Q1 2014Q4 201714
Independent Portfolio Consultants, Inc. 14140.00%0.06%0.09%Q1 2014Q2 201714
Winslow, Evans & Crocker, Inc. 1310.01%0.02%0.05%Q2 2015Q4 202014
CVA Family Office, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
Monterey Private Wealth, Inc. 14140.19%0.64%1.72%Q2 2020Q3 202314
Reitz Capital Advisors LLC 14142.76%5.75%11.35%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.04%0.12%0.34%Q1 2017Q2 202014
Arete Wealth Advisors, LLC 710.04%0.20%0.99%Q3 2017Q2 202314
NORTHEAST INVESTMENT MANAGEMENT 950.02%0.04%0.05%Q2 2014Q4 201714
Traynor Capital Management, Inc. 14140.07%0.14%0.22%Q2 2020Q3 202314
Wealth Advisory Solutions, LLC 860.00%0.80%1.09%Q4 2019Q2 202314
Homrich & Berg 510.01%0.06%0.27%Q3 2014Q3 202114
LOEB PARTNERS CORP 13130.34%0.40%0.50%Q3 2014Q3 201713
AT Bancorp 13133.09%5.73%9.80%Q1 2016Q1 201913
DRW Securities, LLC 410.04%2.29%12.06%Q2 2013Q1 201813
Daniels&Tansey,LLP 13132.39%10.16%14.37%Q3 2020Q3 202313
Hanlon Investment Management, Inc. 13130.07%0.55%1.02%Q3 2020Q3 202313
Lenox Wealth Management, Inc. 13130.62%0.94%1.65%Q2 2017Q2 202013
FIRST BUSINESS FINANCIAL SERVICES, INC. 910.05%3.67%5.68%Q4 2013Q4 201813
Optas, LLC 13130.20%2.22%4.12%Q4 2019Q4 202213
TFC Financial Management, Inc. 13130.17%0.29%0.49%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.12%0.21%0.47%Q3 2020Q3 202313
Elevated Capital Advisors, LLC 511.01%1.94%3.68%Q1 2019Q3 202313
Hexagon Capital Partners LLC 13130.06%0.12%0.14%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.10%0.35%Q3 2020Q3 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 540.10%0.37%0.86%Q1 2020Q3 202313
DT Investment Partners, LLC 1030.03%0.08%0.37%Q1 2015Q2 201813
VSR Financial Services, Inc. 13130.16%0.72%0.89%Q2 2013Q2 201613
Hendershot Investments Inc. 13130.10%0.19%0.30%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.13%0.18%0.29%Q2 2013Q2 201613
CGN Advisors LLC 13130.16%0.30%0.46%Q4 2020Q4 202313
Wealth Alliance 13130.03%0.09%0.17%Q1 2020Q1 202313
Cerity Partners LLC 910.01%0.09%0.37%Q3 2019Q3 202313
Financial Management Professionals, Inc. 13130.12%1.97%3.30%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.02%0.04%0.08%Q2 2019Q2 202213
Financial Strategies Group, Inc. 13130.15%0.25%0.30%Q3 2020Q3 202313
Alpha Cubed Investments, LLC 910.01%0.04%0.14%Q3 2018Q3 202313
Hillcrest Wealth Advisors - NY, LLC 1030.14%0.31%0.95%Q4 2018Q3 202313
Opes Wealth Management LLC 13130.14%0.22%0.38%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.09%0.35%0.82%Q3 2020Q3 202313
Liberty Capital Management, Inc. 1210.32%0.77%1.38%Q2 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.04%0.22%Q3 2020Q3 202313
Gray Wealth Management Inc. 1030.13%0.45%0.72%Q1 2020Q3 202313
Bell Rock Capital LLC 13130.00%0.01%0.01%Q4 2016Q4 201913
Corrigan Financial, Inc. 13130.12%3.62%6.90%Q3 2020Q3 202313
SG Americas Securities, LLC 510.00%0.17%0.40%Q4 2015Q1 202113
Biltmore Capital Advisors LLC 13130.32%1.16%4.16%Q4 2018Q4 202113
Avestar Capital, LLC 760.00%0.08%0.15%Q4 2017Q2 202213
BAILARD, INC. 810.02%2.81%9.28%Q2 2013Q2 202013
PEOPLES BANK /OH 13130.46%3.38%4.44%Q4 2015Q4 201813
AFAM CAPITAL, INC. 13130.13%0.77%2.17%Q2 2015Q2 201813
US FINANCIAL ADVISORS, LLC 520.01%0.47%2.04%Q4 2014Q2 202313
STEEL GROVE CAPITAL ADVISORS, LLC 940.13%0.32%0.84%Q2 2016Q3 202313
JAMES INVESTMENT RESEARCH INC 1210.00%0.01%0.02%Q1 2014Q1 202313
Ellenbecker Investment Group 13130.49%0.65%0.83%Q3 2020Q3 202313
D'Orazio & Associates, Inc. 13130.00%0.08%0.18%Q3 2018Q3 202113
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13132.54%4.63%7.73%Q2 2013Q2 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.09%0.15%Q3 2020Q3 202313
Brightworth 1210.13%2.36%3.59%Q4 2016Q3 202213
Armbruster Capital Management, Inc. 1010.00%0.10%0.39%Q4 2015Q1 202213
STALEY CAPITAL ADVISERS INC 850.02%0.07%0.33%Q4 2019Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.05%0.05%0.06%Q2 2013Q2 201613
SevenBridge Financial Group, LLC 13130.03%0.05%0.08%Q2 2016Q2 201913
INVESTMENT PARTNERS, LTD. 13130.08%0.18%0.23%Q3 2019Q3 202213
ATWOOD & PALMER INC 1030.00%0.01%0.01%Q3 2014Q1 202213
Gainplan LLC 13130.92%2.15%4.18%Q4 2019Q4 202213
Moloney Securities Asset Management, LLC 13130.12%0.17%0.38%Q1 2019Q1 202213
NORTHSTAR WEALTH PARTNERS LLC 13130.14%0.24%0.54%Q3 2017Q3 202013
Live Your Vision, LLC 1120.08%0.12%0.22%Q2 2015Q1 201913
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2015Q3 202313
Wellspring Financial Advisors, LLC 13130.41%2.48%6.15%Q1 2020Q1 202313
Charter Oak Capital Management, LLC 12121.99%2.35%3.42%Q4 2020Q3 202312
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 12120.12%0.16%0.18%Q4 2020Q3 202312
JACOBSON & SCHMITT ADVISORS, LLC 12120.18%0.26%0.34%Q4 2014Q3 201712
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.05%Q3 2017Q3 202312
BANK OF NOVA SCOTIA 710.01%0.02%0.06%Q4 2015Q3 202312
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 710.00%0.02%0.03%Q2 2013Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.33%2.31%5.90%Q4 2020Q3 202312
EVOKE WEALTH, LLC 12120.01%0.05%0.20%Q4 2020Q3 202312
LexAurum Advisors, LLC 12120.07%0.17%0.23%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12122.50%2.93%3.35%Q4 2020Q3 202312
PIN OAK INVESTMENT ADVISORS INC 620.00%0.01%0.02%Q4 2017Q3 202212
Alpha Omega Wealth Management LLC 1110.04%0.11%0.20%Q4 2016Q2 202112
Perella Weinberg Partners Capital Management LP 931.34%2.07%3.22%Q2 2015Q2 201912
Tarbox Family Office, Inc. 1110.00%0.01%0.01%Q1 2016Q1 202212
Insight Advisors, LLC/ PA 12120.07%0.16%0.31%Q4 2020Q3 202312
Veery Capital, LLC 12124.03%4.92%5.47%Q4 2020Q3 202312
Newton One Investments LLC 121211.53%13.26%15.39%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.60%1.21%1.57%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.02%0.08%0.16%Q2 2018Q1 202112
Curran Financial Partners, LLC 12122.03%5.19%8.16%Q4 2020Q3 202312
WESTPORT RESOURCES MANAGEMENT INC 930.00%0.00%0.02%Q2 2013Q2 201612
BALASA DINVERNO & FOLTZ LLC 660.02%0.02%0.03%Q1 2019Q3 202212
Latitude Advisors, LLC 12120.31%1.44%2.17%Q4 2020Q3 202312
West Financial Advisors, LLC 12128.72%10.12%11.76%Q4 2020Q3 202312
Shamrock Asset Management LLC 12120.01%0.05%0.14%Q2 2015Q1 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
FCG ADVISORS, LLC 910.12%0.17%0.22%Q4 2014Q3 202012
Source Financial Advisors LLC 12120.71%1.34%1.92%Q4 2020Q3 202312
Compagnie Lombard Odier SCmA 1110.00%0.06%0.12%Q3 2015Q2 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.04%0.06%Q4 2018Q3 202112
Berger Financial Group, Inc 12120.05%0.10%0.24%Q4 2020Q3 202312
F3Logic, LLC 12120.02%0.10%0.17%Q4 2019Q3 202212
Fullen Financial Group 12120.59%0.76%1.06%Q2 2020Q1 202312
Laird Norton Wetherby Trust Company, LLC 12120.60%1.04%3.50%Q4 2020Q3 202312
Colony Family Offices, LLC 12120.36%0.58%1.19%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.20%0.24%0.29%Q4 2020Q3 202312
One Capital Management, LLC 420.01%0.25%0.55%Q4 2014Q3 202312
Allianz Asset Management GmbH 930.00%0.05%0.09%Q3 2018Q1 202212
Hemington Wealth Management 12120.36%1.13%1.74%Q4 2020Q3 202312
Bienville Capital Management, LLC 660.04%0.07%0.11%Q3 2016Q2 202312
Zions Bancorporation 12120.05%0.21%0.40%Q1 2015Q4 201712
CITY HOLDING CO 12120.12%0.26%0.34%Q4 2020Q3 202312
Surevest, LLC 12120.54%3.72%7.07%Q4 2019Q3 202212
GeoWealth Management, LLC 12120.22%0.53%1.08%Q4 2020Q3 202312
Lindbrook Capital, LLC 1110.00%0.00%0.01%Q4 2018Q3 202312
KFA Private Wealth Group, LLC 840.10%0.27%0.77%Q4 2019Q3 202312
NewEdge Wealth, LLC 12120.02%0.07%0.30%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12122.97%4.59%5.28%Q4 2020Q3 202312
BOSTON FAMILY OFFICE LLC 12120.05%0.21%0.41%Q4 2020Q3 202312
XML Financial, LLC 1021.27%2.22%3.12%Q4 2019Q3 202312
Capital Square, LLC 1110.02%2.48%4.80%Q1 2020Q2 202312
Falcon Wealth Planning 12121.93%2.80%4.05%Q4 2020Q3 202312
WOLVERINE ASSET MANAGEMENT LLC 520.00%0.05%0.21%Q3 2014Q2 201912
Strategic Blueprint, LLC 12120.09%0.21%0.48%Q4 2020Q3 202312
Facet Wealth, Inc. 12127.34%11.33%15.37%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.83%2.29%3.51%Q4 2020Q3 202312
Bath Savings Trust Co 12120.26%0.45%0.72%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.53%0.89%1.35%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.10%0.59%1.29%Q4 2020Q3 202312
Leonard Rickey Investment Advisors P.L.L.C. 1111.26%1.87%5.70%Q4 2017Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 660.04%0.29%0.82%Q1 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.03%0.39%1.15%Q4 2020Q3 202312
Inscription Capital, LLC 931.08%2.97%5.18%Q3 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.06%1.87%6.25%Q4 2018Q3 202112
Bay Harbor Wealth Management, LLC 12120.00%0.01%0.06%Q4 2018Q3 202112
QUEST CAPITAL MANAGEMENT INC /ADV 12120.09%0.12%0.18%Q1 2019Q4 202112
High Pines Wealth Management, LLC 12122.89%5.41%8.58%Q4 2020Q3 202312
SHUFRO ROSE & CO LLC 12120.16%0.69%2.78%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12121.22%1.53%2.01%Q4 2020Q3 202312
Advisory Alpha, LLC 1110.00%0.11%0.37%Q3 2019Q3 202312
Everhart Financial Group, Inc. 12120.20%0.34%0.54%Q4 2020Q3 202312
Zeit Capital LLC 12123.97%4.95%5.46%Q4 2020Q3 202312
Hapanowicz & Associates Financial Services, Inc 1110.83%2.62%3.30%Q4 2016Q4 201912
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Coco Enterprises, LLC 12120.37%0.57%0.83%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.41%0.85%1.38%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.18%0.61%1.20%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.04%0.10%0.15%Q4 2020Q3 202312
ATLAS CAPITAL ADVISORS LLC 610.02%0.06%0.12%Q1 2018Q3 202312
Stevens First Principles Investment Advisors 910.00%0.03%0.17%Q4 2014Q2 201912
Mangham Associates,LLC 840.04%0.65%1.68%Q1 2020Q1 202312
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
BOSTON ADVISORS LLC 1020.01%0.03%0.10%Q2 2013Q2 201912
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 12122.50%6.53%9.56%Q4 2020Q3 202312
Empirical Finance, LLC 810.00%0.78%2.66%Q4 2016Q3 202012
Bridge Advisory, LLC 12120.20%0.73%3.54%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.09%0.38%0.98%Q1 2019Q1 202212
Weitzel Financial Services, Inc. 12120.21%0.34%0.50%Q4 2020Q3 202312
Red Wave Investments LLC 12121.26%2.11%3.63%Q4 2020Q3 202312
Penobscot Investment Management Company, Inc. 820.04%0.18%0.28%Q4 2014Q3 202312
AJ WEALTH STRATEGIES, LLC 710.02%0.10%0.30%Q4 2017Q3 202212
Virtu KCG Holdings LLC 810.01%0.11%0.27%Q3 2013Q2 201712
Sovereign Financial Group, Inc. 12120.26%0.44%0.67%Q4 2020Q3 202312
FOCUS Wealth Advisors, LLC 12128.69%9.71%11.58%Q4 2020Q3 202312
Salient Capital Advisors, LLC 11110.01%0.02%0.03%Q4 2014Q2 201711
HOHIMER WEALTH MANAGEMENT, LLC 920.08%0.25%0.59%Q1 2020Q3 202311
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
HOWE & RUSLING INC 310.00%0.03%0.15%Q1 2016Q2 202311
CONNING INC. 710.01%0.30%0.75%Q3 2018Q3 202311
Newport Capital Group, LLC 924.64%7.09%10.69%Q4 2020Q3 202311
MANAGED ACCOUNT SERVICES INC 650.16%0.97%1.92%Q4 2016Q3 202111
PARK NATIONAL CORP /OH/ 11110.01%0.02%0.03%Q2 2016Q4 201811
CT Financial Advisors LLC 1010.17%0.43%0.84%Q1 2014Q1 201711
FCA CORP /TX 11110.15%0.18%0.23%Q3 2015Q1 201811
Ahrens Investment Partners LLC 1010.02%0.17%0.24%Q1 2020Q1 202311
Applied Capital LLC 11113.96%5.88%8.62%Q1 2021Q3 202311
Allred Capital Management, LLC 11110.24%0.33%0.44%Q1 2019Q3 202111
Freestone Capital Holdings, LLC 810.00%0.05%0.13%Q4 2015Q3 202311
HRT FINANCIAL LP 310.00%0.04%0.31%Q1 2016Q2 202311
Prostatis Group LLC 830.19%1.06%3.83%Q1 2020Q2 202311
Spire Wealth Management 11110.05%0.19%0.58%Q1 2021Q3 202311
IRONWOOD INVESTMENT MANAGEMENT LLC 11110.26%0.56%0.98%Q3 2020Q1 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.45%2.19%3.35%Q4 2020Q3 202311
Haverford Trust Co 1010.00%0.09%0.15%Q4 2015Q3 202311
Weaver Consulting Group 11110.12%0.51%0.79%Q1 2019Q3 202111
Sandbox Financial Partners, LLC 740.21%1.42%4.54%Q4 2020Q3 202311
IBBOTSON ASSOCIATES INC 111112.38%16.23%21.24%Q2 2013Q4 201511
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 910.06%0.70%1.44%Q2 2013Q3 202211
Addison Advisors LLC 1010.00%0.03%0.09%Q4 2020Q3 202311
WealthTrust-Arizona, LLC 920.01%0.17%0.47%Q2 2013Q1 201711
Castle Rock Wealth Management, LLC 11110.26%0.49%0.84%Q2 2020Q4 202211
PATRON PARTNERS, LLC 11110.27%0.63%0.82%Q1 2021Q3 202311
Foster Group, Inc. 11110.04%6.04%10.00%Q1 2021Q3 202311
Legacy Financial Strategies, LLC 830.23%2.24%10.47%Q4 2017Q3 202311
Pinnacle Summer Investments, Inc. 11110.02%0.08%0.14%Q2 2013Q4 201511
BRYN MAWR TRUST Co 710.01%0.03%0.06%Q1 2013Q3 202311
KEELEY ASSET MANAGEMENT CORP 11110.36%0.47%0.69%Q2 2013Q4 201511
Cable Hill Partners, LLC 410.00%0.08%0.34%Q4 2015Q3 202311
TRUEWEALTH LLC 11110.47%0.56%0.69%Q4 2017Q2 202011
Concord Wealth Partners 740.01%0.03%0.06%Q4 2020Q3 202311
Alerus Investment Advisors Corp 11110.01%0.08%0.30%Q3 2013Q1 201611
B & T Capital Management DBA Alpha Capital Management 920.05%0.16%0.49%Q4 2014Q3 202311
CMG Global Holdings, LLC 11111.81%4.91%10.46%Q1 2021Q3 202311
Noven Financial Group, Inc. 11110.14%0.21%0.26%Q1 2015Q3 201711
MADISON WEALTH MANAGEMENT 11110.05%0.17%0.26%Q2 2020Q4 202211
Narus Financial Partners, LLC 740.22%0.74%1.59%Q4 2016Q3 202311
CWS Financial Advisors, LLC 830.10%0.14%0.16%Q4 2020Q3 202311
Madison Asset Management, LLC 11110.00%0.52%1.18%Q4 2019Q2 202211
SMITH, MOORE & CO. 11110.04%0.06%0.09%Q1 2021Q3 202311
ARROW FINANCIAL CORP 11110.15%0.38%0.94%Q1 2021Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.01%0.05%0.07%Q1 2021Q3 202311
McAdam, LLC 830.02%0.03%0.05%Q1 2018Q3 202311
Joseph P. Lucia & Associates, LLC 640.00%0.01%0.01%Q1 2019Q3 202110
WealthOne, LLC 410.08%0.12%0.24%Q4 2018Q2 202310
All Season Financial Advisors, Inc. 10100.40%2.45%5.43%Q2 2021Q3 202310
OGOREK ANTHONY JOSEPH /NY/ /ADV 10100.15%0.17%0.20%Q2 2021Q3 202310
Cumberland Partners Ltd 10100.02%0.13%0.20%Q2 2021Q3 202310
Madden Advisory Services, Inc. 710.00%0.00%0.00%Q2 2013Q1 201710
Main Management LLC 730.01%0.46%1.17%Q1 2021Q3 202310
Fermata Advisors, LLC 10100.20%1.13%2.08%Q2 2021Q3 202310
Carnegie Capital Asset Management, LLC 910.01%0.01%0.03%Q4 2017Q2 202210
Hill Investment Group Partners, LLC 10100.24%0.74%1.60%Q2 2021Q3 202310
TAP Consulting, LLC 10100.06%2.33%5.77%Q2 2020Q3 202210
SMI Advisory Services, LLC 910.19%0.26%0.32%Q1 2021Q3 202310
New Potomac Partners, LLC 820.01%0.06%0.27%Q4 2017Q3 202010
Sutton Wealth Advisors Inc. 910.00%0.01%0.07%Q3 2018Q3 202310
PACIFIC CAPITAL WEALTH ADVISORS, INC 10100.68%5.72%9.57%Q2 2021Q3 202310
Paragon Wealth Strategies, LLC 820.38%2.34%3.58%Q1 2020Q1 202310
Rappaport Reiches Capital Management, LLC 101012.46%17.06%25.85%Q2 2021Q3 202310
Dorsey & Whitney Trust CO LLC 640.02%0.20%0.58%Q1 2021Q3 202310
Wealth Alliance Advisory Group, LLC 10100.16%0.45%1.90%Q4 2017Q1 202010
ACAS, LLC 641.88%2.18%2.39%Q1 2021Q3 202310
SWMG, LLC 640.14%1.42%2.68%Q4 2020Q2 202310
1834 INVESTMENT ADVISORS CO 10100.02%0.03%0.04%Q2 2019Q3 202110
Fort Point Capital Partners LLC 10100.06%0.79%3.41%Q2 2020Q3 202210
QUANTUM CAPITAL MANAGEMENT 10100.05%0.40%0.91%Q2 2013Q3 201510
Laidlaw Wealth Management LLC 820.12%0.47%0.63%Q3 2020Q3 202310
Symphony Financial, Ltd. Co. 820.08%5.64%9.11%Q1 2020Q3 202310
NWK Group, Inc. 10100.16%5.29%7.85%Q1 2020Q2 202210
361 CAPITAL LLC 910.04%0.59%5.24%Q1 2016Q2 202010
Hugh Johnson Advisors LLC 820.07%0.66%3.78%Q2 2013Q2 201910
SVB Investment Services Inc. 10104.84%5.95%6.66%Q4 2019Q1 202210
Wealthquest Corp 550.04%0.08%0.12%Q4 2018Q2 202110
Accel Wealth Management 10100.01%0.03%0.04%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.20%0.88%1.99%Q1 2021Q3 202310
Apexium Financial, LP 10100.13%0.28%0.42%Q2 2021Q3 202310
Ameritas Investment Company, LLC 910.01%0.28%0.49%Q1 2019Q3 202110
Bank of New Hampshire 10100.06%0.09%0.10%Q2 2021Q3 202310
HighMark Wealth Management LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
HHM Wealth Advisors, LLC 10100.01%0.01%0.02%Q1 2020Q2 202210
PENOBSCOT WEALTH MANAGEMENT 10100.98%1.16%1.43%Q2 2021Q3 202310
Charles Schwab Trust Co 820.08%2.61%4.68%Q3 2020Q3 202310
Kalos Management, Inc. 10100.07%0.15%0.51%Q1 2020Q2 202210
TOTH FINANCIAL ADVISORY CORP 10100.00%0.01%0.03%Q1 2019Q2 202110
DB Wealth Management Group, LLC 640.00%0.02%0.09%Q4 2020Q3 202310
MOTIVE WEALTH ADVISORS 10102.16%3.05%3.53%Q2 2021Q3 202310
NOTTINGHAM ADVISORS, INC. 910.05%0.10%0.24%Q4 2014Q4 202210
IFG Advisors, LLC 10100.10%0.16%0.23%Q1 2020Q2 202210
Founders Capital Management 610.00%0.01%0.02%Q1 2017Q1 202310
Baskin Financial Services Inc. 10100.02%0.02%0.03%Q2 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.06%0.48%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.02%0.02%0.03%Q4 2020Q1 202310
Braun-Bostich & Associates Inc. 730.02%0.12%0.67%Q4 2017Q2 202010
COMERICA SECURITIES INC 10100.09%0.14%0.19%Q3 2016Q4 201810
VisionPoint Advisory Group, LLC 820.06%0.76%2.05%Q4 2018Q3 202310
Argentus Capital Management, LLC 10100.19%0.79%1.15%Q2 2014Q3 201610
WT Wealth Management 10100.15%0.19%0.27%Q3 2020Q4 202210
Sullivan, Bruyette, Speros & Blaney, LLC 10104.65%8.14%11.62%Q4 2018Q1 202110
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 820.16%0.36%0.59%Q1 2021Q3 202310
Essex Financial Services, Inc. 640.02%0.11%0.27%Q2 2020Q3 202310
PSI Advisors, LLC 910.00%0.01%0.02%Q4 2019Q3 202310
CARY STREET PARTNERS ASSET MANAGEMENT LLC 820.04%0.08%0.28%Q1 2021Q3 202310
HALL LAURIE J TRUSTEE 10100.94%1.01%1.14%Q2 2013Q3 201510
PDS Planning, Inc 10100.75%1.07%1.39%Q2 2021Q3 202310
FineMark National Bank & Trust 410.00%0.01%0.02%Q2 2013Q1 20239
Avantax Planning Partners, Inc. 710.00%0.01%0.02%Q1 2018Q3 20239
VAUGHAN DAVID INVESTMENTS LLC/IL 990.01%0.01%0.01%Q2 2020Q2 20229
CAMBRIDGE TRUST CO 810.01%0.01%0.01%Q1 2021Q3 20239
BRUNI J V & CO /CO 990.04%0.08%0.10%Q2 2013Q2 20159
BAKER BOYER NATIONAL BANK 810.24%0.38%0.52%Q2 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.02%0.05%0.12%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.50%0.71%0.86%Q3 2021Q3 20239
MCMORGAN & CO LLC 9921.50%23.94%25.53%Q3 2021Q3 20239
FIRST MERCANTILE TRUST CO 990.00%5.50%13.17%Q2 2019Q2 20219
FIRST NATIONAL TRUST CO 610.02%0.09%0.33%Q2 2015Q3 20239
Stanford Investment Group, Inc. 992.90%6.22%10.68%Q4 2014Q4 20169
Sonora Investment Management, LLC 610.00%0.02%0.06%Q3 2015Q3 20219
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.02%Q2 2013Q2 20159
Vigilant Capital Management, LLC 310.00%0.02%0.11%Q2 2013Q4 20219
Private Harbour Investment Management & Counsel, LLC 720.17%0.21%0.24%Q2 2016Q1 20219
Tanglewood Wealth Management, Inc. 990.52%1.46%4.07%Q1 2020Q1 20229
Mitsubishi UFJ Trust & Banking Corp 990.03%0.03%0.03%Q3 2021Q3 20239
YHB Investment Advisors, Inc. 990.08%0.09%0.13%Q3 2020Q3 20229
STERLING INVESTMENT MANAGEMENT, LLC 991.31%3.76%9.33%Q4 2017Q4 20199
Cornerstone Advisors, Inc. 720.00%0.18%0.65%Q2 2015Q3 20209
Longer Investments Inc. 992.70%3.21%4.59%Q4 2016Q4 20189
Holloway Wealth Management, LLC 810.00%0.04%0.11%Q3 2018Q4 20209
BANQUE PICTET & CIE SA 540.01%0.01%0.03%Q2 2015Q1 20189
Jackson Wealth Management, LLC 990.62%1.94%6.43%Q4 2014Q4 20169
Callan Capital, LLC 810.08%1.54%2.62%Q4 2014Q1 20239
Seven Post Investment Office LP 990.07%0.12%0.21%Q1 2020Q1 20229
Kinsight, LLC 992.40%2.86%3.29%Q2 2013Q2 20159
Blume Capital Management, Inc. 610.00%0.75%3.94%Q4 2013Q3 20239
Permanens Capital L.P. 990.03%0.06%0.09%Q2 2019Q2 20219
Karp Capital Management Corp 410.03%0.26%0.98%Q4 2014Q3 20229
Newfound Research LLC 990.00%0.01%0.01%Q4 2015Q4 20179
Private Advisory Group LLC 410.16%0.65%2.10%Q4 2016Q1 20219
Cypress Capital Management LLC (WY) 990.02%0.02%0.03%Q3 2021Q3 20239
Integrated Wealth Management 990.40%2.26%5.95%Q1 2015Q1 20179
Hayden Royal, LLC 610.13%0.35%0.54%Q2 2019Q4 20219
NVWM, LLC 420.00%0.68%3.23%Q4 2017Q3 20239
Ackerman Capital Advisors, LLC 610.04%2.88%5.29%Q2 2017Q1 20209
Crewe Advisors LLC 810.00%1.05%3.98%Q2 2019Q3 20239
Triumph Capital Management 990.09%1.58%2.48%Q3 2021Q3 20239
MayTech Global Investments, LLC 990.29%0.35%0.47%Q2 2020Q2 20229
GPS Wealth Strategies Group, LLC 720.00%0.00%0.01%Q1 2021Q2 20239
University of Tennessee 9928.90%54.96%100.00%Q4 2017Q4 20199
Altium Wealth Management LLC 540.01%0.22%0.84%Q4 2017Q4 20219
Brio Consultants, LLC 410.05%0.37%0.92%Q4 2018Q3 20239
Truvestments Capital LLC 310.01%0.11%0.44%Q2 2018Q2 20239
Magnus Financial Group LLC 990.02%0.05%0.07%Q4 2018Q4 20209
Robertson Stephens Wealth Management, LLC 810.02%0.09%0.17%Q1 2020Q2 20229
OptiFour Integrated Wealth Management, LLC 990.22%0.27%0.33%Q4 2017Q4 20199
PRIVATE CAPITAL MANAGEMENT LLC 810.11%0.30%0.55%Q1 2021Q3 20239
Ranch Capital Advisors Inc. 990.00%0.16%0.61%Q3 2019Q3 20219
VERUS CAPITAL PARTNERS, LLC 720.00%0.05%0.08%Q4 2019Q3 20239
Beacon Financial Advisory LLC 990.85%1.09%1.44%Q4 2019Q4 20219
Investors Financial Group, LLC 990.55%0.74%0.99%Q4 2019Q4 20219
Marotta Asset Management 310.06%0.19%0.34%Q4 2019Q4 20239
Aurora Private Wealth, Inc. 540.10%0.18%0.34%Q1 2020Q2 20229
Center for Financial Planning, Inc. 810.01%0.02%0.03%Q1 2020Q3 20239
MAGNOLIA CAPITAL ADVISORS LLC 720.09%0.68%1.97%Q1 2021Q2 20239
Procyon Advisors, LLC 990.05%0.13%0.24%Q3 2021Q3 20239
AWM CAPITAL, LLC 990.10%1.27%4.04%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.07%0.11%Q3 2021Q3 20239
Lumature Wealth Partners, LLC 990.01%0.74%1.24%Q4 2020Q4 20229
True Link Financial Advisors, LLC 990.04%0.07%0.11%Q4 2020Q4 20229
Safeguard Investment Advisory Group, LLC 990.19%0.45%1.22%Q4 2020Q4 20229
Koss-Olinger Consulting, LLC 990.03%1.32%5.88%Q1 2021Q1 20239
Tenret Co LLC 990.32%0.92%2.48%Q2 2021Q2 20239
Five Oceans Advisors 990.24%0.35%0.60%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.62%1.03%1.86%Q3 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.72%0.96%1.25%Q4 2021Q4 20239
FIDELIS iM, LLC 9916.99%18.18%20.04%Q3 2021Q3 20239
Whelan Financial 997.53%8.93%10.29%Q3 2021Q3 20239
GoalFusion Wealth Management, LLC 990.92%1.74%2.47%Q4 2021Q4 20239
Aletheian Wealth Advisors LLC 999.04%10.32%12.52%Q4 2021Q4 20239
Sanford Advisory Services, LLC 990.10%0.20%0.33%Q4 2020Q4 20229
Southland Equity Partners LLC 810.11%0.14%0.17%Q4 2020Q1 20239
CITY NATIONAL BANK 990.00%0.00%0.01%Q3 2013Q3 20159
COZAD ASSET MANAGEMENT INC 420.03%0.06%0.11%Q2 2020Q3 20239
MONEY CONCEPTS CAPITAL CORP 610.01%0.08%0.15%Q4 2020Q3 20239
ANCHOR CAPITAL ADVISORS LLC 720.01%0.01%0.01%Q1 2017Q3 20239
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 9910.98%11.95%13.45%Q4 2013Q4 20159
CAPITAL ONE FINANCIAL CORP 993.54%4.62%5.18%Q1 2020Q1 20229
Bluefin Trading, LLC 510.04%0.65%1.80%Q2 2013Q3 20178
TOWNSQUARE CAPITAL LLC 420.01%0.12%0.31%Q2 2020Q3 20238
Apeiron RIA LLC 880.34%0.55%0.87%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.03%0.03%0.04%Q1 2016Q1 20188
Security Financial Services, INC. 880.24%0.40%0.51%Q4 2021Q3 20238
FirstPurpose Wealth LLC 882.24%3.20%3.69%Q4 2021Q3 20238
Ascent Group, LLC 880.22%0.28%0.37%Q4 2021Q3 20238
Index Fund Advisors, Inc. 881.21%1.58%2.88%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.09%0.10%0.11%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.03%0.06%Q4 2021Q3 20238
55I, LLC 440.02%1.18%3.46%Q1 2020Q1 20228
Family CFO Inc 880.09%0.36%0.51%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 883.92%5.30%6.03%Q4 2021Q3 20238
Roger Wittlin Investment Advisory, LLC 880.03%4.80%9.66%Q4 2021Q3 20238
Byrne Asset Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HB Wealth Management, LLC 880.04%0.08%0.25%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 883.12%12.43%19.39%Q4 2021Q3 20238
City State Bank 880.76%1.21%1.88%Q4 2021Q3 20238
Red Tortoise LLC 440.61%1.05%2.17%Q3 2021Q3 20238
Axiom Advisory, LLC 8817.98%21.31%27.45%Q4 2021Q3 20238
DRAVO BAY LLC 888.36%9.65%10.91%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.28%0.33%0.37%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.41%0.54%0.71%Q4 2021Q3 20238
Vigilare Wealth Management 310.26%3.46%21.37%Q4 2019Q4 20238
Frontier Asset Management, LLC 880.96%1.40%1.82%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.26%0.43%0.69%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 881.36%1.56%1.82%Q4 2017Q3 20198
Morton Brown Family Wealth, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Covestor Ltd 880.22%0.27%0.33%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.03%0.04%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 881.44%1.78%2.24%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.03%0.09%0.27%Q4 2021Q3 20238
QUADRANT CAPITAL GROUP LLC 210.01%0.02%0.03%Q4 2015Q3 20238
Perfromance Wealth Partners, LLC 880.11%0.15%0.18%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.22%0.64%0.91%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 881.05%1.22%1.46%Q4 2021Q3 20238
Stone Point Wealth LLC 880.65%0.97%1.15%Q4 2021Q3 20238
Darrow Company, Inc. 886.72%7.14%7.65%Q4 2021Q3 20238
Stegner Investment Associates Inc. 880.21%0.27%0.30%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 8822.25%23.58%24.66%Q4 2021Q3 20238
MKT Advisors LLC 880.25%0.31%0.38%Q4 2021Q3 20238
OLIO Financial Planning 880.61%0.76%1.03%Q4 2021Q3 20238
LOCKERMAN FINANCIAL GROUP, INC. 880.85%1.41%1.73%Q4 2021Q3 20238
INSPIRION WEALTH ADVISORS, LLC 880.05%0.05%0.07%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.30%0.49%0.61%Q4 2017Q3 20198
Pinnacle Financial Group, LLC / IL 880.21%0.25%0.28%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 885.95%8.41%10.41%Q4 2021Q3 20238
Leeward Financial Partners, LLC 881.35%2.39%3.26%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.60%1.13%2.26%Q4 2021Q3 20238
GPWM LLC 8811.44%12.91%14.09%Q4 2021Q3 20238
American Trust 880.07%0.14%0.18%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.93%1.09%1.26%Q4 2021Q3 20238
Castleview Partners, LLC 880.00%0.04%0.20%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.31%0.55%1.03%Q4 2021Q3 20238
Wedmont Private Capital 880.07%0.10%0.14%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 880.22%1.60%5.72%Q4 2021Q3 20238
Straight Path Wealth Management 881.10%1.43%1.70%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.16%0.30%0.72%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.13%0.17%0.27%Q4 2021Q3 20238
Guidant Wealth Advisors 440.02%0.15%0.74%Q3 2016Q3 20198
Washington Trust Advisors, Inc. 880.16%0.20%0.26%Q4 2021Q3 20238
BRAVE ASSET MANAGEMENT INC 620.10%0.20%0.60%Q2 2016Q3 20238
Collaborative Wealth Managment Inc. 610.63%0.99%1.20%Q1 2021Q3 20238
Tanager Wealth Management LLP 880.14%2.16%9.88%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.11%0.23%Q3 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.33%0.36%0.40%Q4 2021Q3 20238
WASHINGTON TRUST BANK 620.00%0.28%0.58%Q3 2016Q3 20238
Relative Value Partners, LLC 881.12%3.05%4.81%Q2 2013Q1 20158
UBS AG 660.00%0.31%0.57%Q2 2013Q3 20148
Treynor Bancshares, Inc. 882.45%2.89%3.37%Q4 2021Q3 20238
Level Financial Advisors 880.00%0.00%0.01%Q4 2021Q3 20238
SELDON CAPITAL LP 880.94%1.23%1.56%Q4 2021Q3 20238
Canvas Wealth Advisors, LLC 620.08%0.24%0.58%Q1 2021Q3 20238
KINGS POINT CAPITAL MANAGEMENT 310.00%0.03%0.11%Q2 2014Q3 20218
Rodgers Brothers Inc. 880.10%0.12%0.13%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
Sterling Financial Planning, Inc. 440.01%0.15%0.46%Q4 2020Q3 20238
Taylor & Morgan Wealth Management, LLC 880.58%0.66%0.79%Q4 2021Q3 20238
EASTERN BANK 880.04%0.11%0.41%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.03%0.07%Q4 2021Q3 20238
Burt Wealth Advisors 610.00%0.03%0.06%Q4 2015Q4 20208
Octavia Wealth Advisors, LLC 880.06%0.11%0.27%Q4 2020Q3 20228
Birchcreek Wealth Management, LLC 880.29%0.32%0.38%Q4 2020Q3 20228
BENJAMIN EDWARDS INC 880.00%0.21%0.27%Q4 2021Q3 20238
EAGLE GLOBAL ADVISORS LLC 880.01%0.01%0.01%Q4 2014Q3 20168
Wealthstream Advisors, Inc. 880.14%0.35%0.68%Q4 2021Q3 20238
Almanack Investment Partners, LLC. 610.05%0.16%0.35%Q3 2020Q3 20238
Rise Advisors, LLC 880.07%0.30%0.55%Q4 2021Q3 20238
Mechanics Financial Corp 881.10%1.18%1.28%Q4 2021Q3 20238
ORRSTOWN FINANCIAL SERVICES INC 880.01%0.26%0.49%Q2 2013Q1 20158
Financial & Tax Architects, LLC 510.18%1.95%5.61%Q1 2021Q3 20238
StrongBox Wealth, LLC 880.24%0.46%0.80%Q1 2020Q4 20218
RTD Financial Advisors, Inc. 887.32%8.63%10.00%Q4 2021Q3 20238
FIC CAPITAL INC 880.10%1.15%1.69%Q4 2015Q3 20178
Hall Kathryn A. 880.48%0.69%1.35%Q4 2021Q3 20238
Gerstein Fisher 880.02%0.05%0.09%Q2 2013Q1 20158
Lloyd Advisory Services, LLC. 880.63%1.38%3.52%Q1 2021Q4 20228
ATTICUS WEALTH MANAGEMENT, LLC 710.00%0.04%0.21%Q4 2019Q3 20238
Renaissance Technologies 210.00%0.00%0.01%Q2 2018Q1 20238
Strategic Wealth Partners, Ltd. 880.00%0.13%0.27%Q4 2017Q3 20198
BAIRD ROBERT W & CO INC /WI/ 880.06%0.10%0.18%Q2 2013Q1 20158
Capital Planning LLC 880.18%1.34%3.48%Q4 2020Q3 20228
Wiser Wealth Management, Inc 880.28%0.73%2.68%Q1 2022Q4 20238
D. SCOTT NEAL, INC. 880.01%0.01%0.01%Q4 2015Q3 20178
Winch Advisory Services, LLC 310.01%0.04%0.16%Q1 2014Q3 20208
DAGCO, INC. 621.10%2.70%4.25%Q4 2019Q4 20218
IRON Financial LLC 881.45%2.01%2.91%Q1 2016Q4 20178
TORRAY INVESTMENT PARTNERS LLC 880.19%0.22%0.25%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.07%0.08%0.09%Q2 2013Q1 20158
SYM FINANCIAL Corp 880.04%0.16%0.23%Q4 2021Q3 20238
CANANDAIGUA NATIONAL CORP 880.10%0.13%0.14%Q2 2020Q1 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.74%0.94%1.19%Q4 2018Q3 20208
EverSource Wealth Advisors, LLC 880.05%0.10%0.19%Q4 2021Q3 20238
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.00%0.01%Q1 2017Q4 20198
Ledyard National Bank 880.03%0.05%0.07%Q1 2015Q4 20168
TD Waterhouse Canada Inc. 880.01%0.02%0.04%Q4 2021Q3 20238
National Wealth Management Group, LLC 882.56%3.58%5.12%Q4 2021Q3 20238
Stephens Consulting, LLC 882.96%4.40%7.61%Q4 2021Q3 20238
UBP Investment Advisors SA 880.86%0.99%1.32%Q4 2020Q3 20228
Schechter Investment Advisors, LLC 880.04%0.05%0.08%Q4 2021Q3 20238
Citizens Business Bank 440.02%0.93%3.63%Q2 2019Q1 20228
Cribstone Capital Management, LLC 610.01%0.02%0.02%Q4 2017Q4 20208
SEGALL BRYANT & HAMILL, LLC 310.00%0.00%0.01%Q2 2018Q3 20218
Fortitude Advisory Group L.L.C. 880.28%0.32%0.37%Q4 2021Q3 20238
Zions Bancorporation, N.A. 510.01%0.12%0.59%Q1 2019Q3 20238
WARNER FINANCIAL, INC 880.75%0.93%1.31%Q4 2021Q3 20238
MAYPORT, LLC 880.93%1.03%1.14%Q4 2021Q3 20238
Greenspring Advisors, LLC 881.11%1.73%2.48%Q4 2021Q3 20238
Leo H. Evart, Inc. 886.67%7.89%8.96%Q4 2021Q3 20238
Fiduciary Wealth Partners, LLC 880.38%1.36%2.06%Q4 2015Q3 20178
My Personal CFO, LLC 881.25%2.25%4.66%Q4 2021Q3 20238
Brooklyn FI, LLC 881.15%1.46%1.88%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.30%0.37%0.45%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 770.70%2.15%3.73%Q1 2022Q3 20237
SHAKESPEARE WEALTH MANAGEMENT, INC. 770.16%0.42%1.20%Q1 2022Q3 20237
DRIEHAUS CAPITAL MANAGEMENT LLC 410.00%0.02%0.07%Q4 2014Q3 20237
OLD MISSION CAPITAL LLC 310.02%0.82%2.86%Q1 2017Q4 20217
Franklin, Parlapiano, Turner & Welch, LLC 770.09%0.10%0.12%Q3 2015Q1 20177
SOUTH GEORGIA CAPITAL, LLC 610.00%0.00%0.00%Q4 2013Q3 20157
20/20 Capital Management, Inc. 770.09%0.15%0.19%Q4 2019Q2 20217
SlateStone Wealth, LLC 770.06%0.56%1.08%Q1 2022Q3 20237
Glovista Investments LLC 410.06%0.10%0.16%Q3 2016Q4 20207
MACROVIEW INVESTMENT MANAGEMENT LLC 510.00%0.02%0.04%Q2 2013Q3 20237
Savior LLC 770.03%0.05%0.06%Q4 2019Q2 20217
Center For Asset Management LLC 520.19%0.50%0.82%Q2 2021Q3 20237
TCF National Bank 770.03%0.08%0.10%Q3 2019Q1 20217
Kozak & Associates, Inc. 610.00%0.01%0.02%Q3 2021Q2 20237
Hernani Holdings LLC 7710.86%20.96%26.31%Q4 2019Q2 20217
Olympiad Research LP 770.29%0.63%1.07%Q1 2021Q3 20227
Platte River Wealth Advisors, LLC 610.22%0.43%0.62%Q4 2019Q3 20237
Polaris Wealth Advisory Group, LLC 430.01%0.02%0.04%Q2 2013Q3 20187
My Legacy Advisors, LLC 770.20%1.50%3.97%Q1 2022Q3 20237
Parkside Advisors LLC 770.52%0.60%0.65%Q2 2019Q4 20207
Montis Financial, LLC 770.21%0.25%0.34%Q1 2021Q3 20227
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.46%1.64%2.52%Q1 2022Q3 20237
APPLETON PARTNERS INC/MA 770.02%0.02%0.02%Q4 2020Q2 20227
MONECO Advisors, LLC 430.15%0.27%0.50%Q2 2020Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.02%0.02%Q4 2021Q2 20237
Providence Capital Advisors, LLC 610.01%0.02%0.03%Q4 2020Q4 20227
Bangor Savings Bank 610.00%0.01%0.02%Q1 2021Q3 20237
&PARTNERS 770.10%0.15%0.23%Q1 2022Q3 20237
Independence Advisors, LLC 770.09%0.11%0.12%Q1 2019Q3 20207
BCGM Wealth Management, LLC 430.11%0.28%0.52%Q1 2021Q3 20237
REGENTATLANTIC CAPITAL LLC 610.00%0.02%0.05%Q4 2014Q3 20227
FIRST INTERSTATE BANK 610.01%0.01%0.02%Q3 2015Q4 20177
RONALD BLUE & CO LLC 770.02%0.03%0.04%Q4 2015Q2 20177
Mascoma Wealth Management LLC 210.00%0.04%0.24%Q4 2016Q3 20217
RELIANCE TRUST CO 770.15%0.32%0.47%Q2 2013Q4 20147
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 210.01%0.21%1.35%Q3 2016Q1 20237
WRAPMANAGER INC 771.96%2.40%3.01%Q3 2012Q1 20147
Alberta Investment Management Corp 770.09%0.30%0.99%Q4 2020Q2 20227
AVIANCE CAPITAL MANAGEMENT, LLC 310.00%0.16%0.64%Q2 2013Q3 20167
Turim 21 Investimentos Ltda. 310.01%0.05%0.22%Q4 2020Q1 20237
Placemark Investments, Inc. 770.03%0.13%0.32%Q2 2013Q4 20147
MCDONALD PARTNERS LLC 770.05%0.05%0.06%Q4 2020Q2 20227
Tennessee Valley Asset Management Partners 310.07%0.40%1.27%Q4 2018Q3 20217
Fountainhead AM, LLC 430.10%0.26%0.40%Q3 2021Q3 20237
Kohmann Bosshard Financial Services, LLC 410.13%0.19%0.28%Q4 2016Q2 20227
Strategies Wealth Advisors, LLC 432.60%4.20%4.97%Q4 2021Q3 20237
BROWN ADVISORY INC 770.00%0.01%0.02%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 777.03%8.48%10.45%Q2 2020Q4 20217
SJS Investment Consulting Inc. 520.28%1.54%3.22%Q4 2021Q3 20237
Squar Milner Financial Services LLC 520.02%0.04%0.05%Q2 2018Q1 20207
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q2 20187
Teamwork Financial Advisors, LLC 770.07%0.20%0.29%Q2 2020Q4 20217
ICA Group Wealth Management, LLC 770.22%0.43%0.52%Q1 2022Q3 20237
Blueshift Asset Management, LLC 310.01%0.10%0.23%Q4 2018Q4 20217
Relative Value Partners Group, LLC 773.12%3.41%3.92%Q2 2015Q4 20167
Horizons Wealth Management 774.45%4.99%5.58%Q2 2022Q4 20237
Fort Henry Capital, LLC 770.19%0.40%0.61%Q1 2022Q3 20237
ESG Planning 770.68%6.83%13.25%Q1 2022Q3 20237
Sheaff Brock Investment Advisors, LLC 320.02%0.04%0.06%Q3 2017Q4 20207
CAPSTONE INVESTMENT ADVISORS, LLC 770.06%0.12%0.27%Q4 2016Q2 20187
SILVER OAK SECURITIES, INCORPORATED 770.28%0.52%1.31%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.69%0.79%0.89%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.04%0.06%Q2 2013Q4 20147
Capital Advantage, Inc. 770.10%0.11%0.13%Q3 2019Q1 20217
FSC Wealth Advisors, LLC 770.01%0.03%0.07%Q1 2022Q3 20237
SOFI WEALTH, LLC 774.26%5.04%5.38%Q1 2022Q3 20237
ZACKS INVESTMENT MANAGEMENT 510.00%0.01%0.04%Q4 2017Q4 20227
Abacus Planning Group, Inc. 430.10%0.18%0.34%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Revolve Wealth Partners, LLC 770.05%0.10%0.14%Q4 2021Q2 20237
Man Group plc 770.00%0.00%0.00%Q1 2018Q3 20197
FLC Capital Advisors 770.09%0.12%0.15%Q3 2020Q1 20227
Alley Investment Management Company, LLC 771.90%2.05%2.36%Q1 2022Q3 20237
Financial Connections Group, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 770.00%0.00%0.01%Q2 2020Q4 20217
ONE Advisory Partners, LLC 430.12%0.15%0.19%Q1 2021Q3 20237
Blue Barn Wealth, LLC 770.24%0.40%0.59%Q1 2022Q3 20237
Atlantic Union Bankshares Corp 770.08%0.10%0.18%Q1 2019Q3 20207
WMG Financial Advisors, LLC 771.54%1.99%2.31%Q4 2021Q2 20237
Qube Research & Technologies Ltd 210.00%0.07%0.45%Q4 2019Q3 20237
Measured Wealth Private Client Group, LLC 612.13%6.02%9.19%Q3 2017Q3 20197
KilterHowling LLC 430.26%0.44%0.57%Q4 2021Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.28%0.39%0.60%Q1 2022Q3 20237
McLean Asset Management Corp 770.17%0.72%2.13%Q2 2022Q4 20237
Vantage Financial Partners, LLC 770.08%0.18%0.29%Q4 2021Q2 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 770.06%0.10%0.20%Q3 2021Q1 20237
L.M. KOHN & COMPANY 770.10%0.13%0.14%Q1 2022Q3 20237
Clarius Group, LLC 770.23%0.32%0.49%Q1 2017Q3 20187
Ten Capital Wealth Advisors, LLC 770.01%0.01%0.02%Q3 2021Q1 20237
WCG Wealth Advisors LLC 660.01%0.07%0.11%Q2 2022Q3 20237
Barton Investment Management 310.08%0.11%0.16%Q4 2019Q1 20227
ENTERPRISE FINANCIAL SERVICES CORP 320.01%0.10%0.17%Q4 2018Q3 20217
Congress Wealth Management LLC / DE / 610.01%0.02%0.04%Q4 2021Q3 20237
Orgel Wealth Management, LLC 779.98%13.71%21.32%Q1 2022Q3 20237
Lenox Wealth Advisors, LLC 510.01%0.02%0.03%Q3 2014Q1 20196
Crescent Grove Advisors, LLC 510.03%0.03%0.05%Q1 2020Q3 20226
GRAYHAWK INVESTMENT STRATEGIES INC. 661.44%2.33%4.53%Q2 2022Q3 20236
Legacy Advisors, LLC 660.07%0.09%0.15%Q2 2022Q3 20236
Intellectus Partners, LLC 420.02%0.07%0.20%Q3 2017Q4 20206
HORIZON FINANCIAL SERVICES, LLC 660.01%8.07%14.76%Q3 2020Q4 20216
Pinnacle Wealth Planning Services, Inc. 510.03%0.17%0.35%Q1 2019Q1 20236
Wagner Wealth Management, LLC 420.02%0.02%0.02%Q1 2021Q3 20226
Venturi Wealth Management, LLC 660.00%0.02%0.04%Q2 2022Q3 20236
Sequoia Wealth Management, LLC 410.29%0.59%1.36%Q4 2017Q3 20196
Blooom, Inc. 660.22%0.31%0.56%Q1 2021Q2 20226
COOPER/HAIMS ADVISORS, LLC 660.17%0.20%0.24%Q4 2017Q1 20196
Sharkey, Howes & Javer 510.07%0.48%0.96%Q1 2020Q3 20226
AdvicePeriod, LLC 661.13%1.93%2.60%Q4 2017Q1 20196
Stokes Capital Advisors, LLC 660.09%0.11%0.18%Q3 2020Q4 20216
Blue Chip Partners, LLC 510.02%0.05%0.09%Q1 2018Q3 20226
NorthRock Partners, LLC 510.02%0.22%0.77%Q3 2019Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.02%0.06%0.09%Q2 2022Q3 20236
PROFESSIONAL PLANNING 660.16%0.80%1.52%Q2 2020Q3 20216
Insight Wealth Partners, LLC 660.06%0.14%0.21%Q2 2021Q3 20226
Strategic Capital Alternatives LLC 512.07%3.11%6.46%Q3 2014Q1 20166
Wilshire Advisors LLC 668.29%11.53%13.47%Q4 2015Q1 20176
Fragasso Group Inc. 210.05%1.15%2.77%Q3 2015Q4 20236
Summit Equities Inc 660.06%0.13%0.15%Q2 2017Q3 20186
Elwood & Goetz Wealth Advisory Group, LLC 330.08%0.16%0.30%Q3 2021Q3 20236
Selective Wealth Management, Inc. 660.04%0.09%0.14%Q2 2021Q3 20226
Virginia National Bank 661.40%1.68%2.20%Q1 2022Q2 20236
Bridgewater Advisors Inc. 660.07%1.09%2.91%Q1 2021Q2 20226
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.02%0.05%Q1 2018Q4 20216
Van Hulzen Asset Management, LLC 420.02%0.03%0.04%Q4 2021Q3 20236
Private Portfolio Partners LLC 660.12%0.29%0.52%Q4 2018Q1 20206
Hoover Financial Advisors, Inc. 510.01%0.04%0.10%Q4 2019Q2 20216
Jackson Hole Capital Partners, LLC 510.00%0.00%0.01%Q1 2022Q3 20236
Clarity Wealth Advisors, LLC 664.78%5.84%7.08%Q2 2020Q3 20216
KMS FINANCIAL SERVICES, INC 661.64%2.57%4.66%Q2 2013Q3 20146
CCG WEALTH MANAGEMENT, LLC 510.15%0.29%0.82%Q4 2018Q1 20226
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 6623.22%24.60%25.25%Q2 2013Q3 20146
Goldstein Munger & Associates 510.15%0.18%0.24%Q3 2018Q4 20206
Merriman Wealth Management, LLC 310.05%0.29%0.41%Q3 2016Q2 20236
Blueprint Investment Partners LLC 660.56%0.69%0.75%Q4 2021Q1 20236
Wechter Feldman Wealth Management, Inc. 660.34%0.83%2.75%Q4 2016Q1 20186
Provident Wealth Management, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Adero Partners, LLC 660.02%0.03%0.05%Q1 2022Q2 20236
Cascadia Advisory Services, LLC 310.07%0.08%0.08%Q4 2019Q3 20216
LPWM LLC 310.14%0.31%0.41%Q4 2019Q3 20226
Future Financial Wealth Managment LLC 660.02%1.17%1.95%Q4 2020Q1 20226
TOBIAS FINANCIAL ADVISORS, INC. 662.52%5.79%14.11%Q2 2022Q3 20236
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.00%Q1 2017Q3 20236
CANTOR FITZGERALD, L. P. 660.05%0.06%0.08%Q2 2022Q3 20236
SFMG, LLC 660.08%0.94%4.91%Q2 2022Q3 20236
Engrave Wealth Partners LLC 660.16%0.33%0.61%Q2 2022Q3 20236
Saba Capital Management, L.P. 310.18%1.82%4.91%Q3 2013Q4 20156
First Pacific Financial 660.18%1.31%5.54%Q2 2022Q3 20236
Royal Fund Management, LLC 310.00%0.01%0.02%Q4 2016Q1 20196
Whitcomb & Hess, Inc. 420.08%0.08%0.10%Q3 2021Q2 20236
TIEDEMANN ADVISORS, LLC 660.12%0.15%0.19%Q1 2020Q2 20216
Smith, Salley & Associates 660.10%0.13%0.16%Q4 2020Q1 20226
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q1 2014Q2 20236
Jackson Creek Investment Advisors LLC 660.07%0.09%0.12%Q3 2020Q4 20216
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.20%0.31%Q2 2021Q4 20226
Verition Fund Management LLC 210.01%0.73%3.12%Q2 2019Q2 20236
Financial Network Wealth Management LLC 660.26%0.36%0.53%Q2 2021Q3 20226
FundX Investment Group, LLC 421.08%4.81%9.25%Q2 2019Q4 20206
Lokken Investment Group LLC 512.29%2.77%3.44%Q1 2012Q4 20216
Prosperity Planning, Inc. 660.12%0.85%1.30%Q2 2022Q3 20236
DOLIVER ADVISORS, LP 510.43%0.57%0.74%Q3 2019Q3 20216
Strategic Equity Management 660.74%1.28%2.90%Q4 2020Q1 20226
RS CRUM INC. 660.15%0.60%2.05%Q2 2022Q3 20236
Colonial River Wealth Management, LLC 330.13%0.17%0.25%Q4 2020Q2 20226
KEYSTONE WEALTH PARTNERS 660.73%1.58%3.15%Q4 2020Q1 20226
SAX WEALTH ADVISORS, LLC 660.06%0.07%0.11%Q4 2020Q1 20226
Wealth Dimensions Group, Ltd. 660.12%0.16%0.19%Q4 2020Q1 20226
Tower Wealth Partners, Inc. 662.00%2.65%5.03%Q4 2020Q1 20226
Rollins Financial 420.07%0.20%0.30%Q4 2020Q3 20236
Blue Trust, Inc. 660.00%0.01%0.04%Q2 2022Q3 20236
FourThought Financial, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Epic Trust Investment Advisors, LLC 661.38%1.88%2.30%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.13%0.35%0.58%Q4 2021Q3 20236
Activest Wealth Management 310.00%0.05%0.09%Q1 2021Q3 20236
McElhenny Sheffield Capital Management, LLC 660.01%0.16%0.26%Q3 2021Q4 20226
NorthCrest Asset Manangement, LLC 310.06%0.07%0.08%Q4 2021Q3 20236
SMITH SHELLNUT WILSON LLC /ADV 660.02%0.04%0.15%Q1 2020Q2 20216
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.13%0.20%0.32%Q2 2013Q3 20146
Delphia (USA) Inc. 660.15%2.57%14.02%Q2 2022Q3 20236
Evolution Advisers, Inc. 660.01%0.11%0.31%Q1 2022Q2 20236
Azimuth Capital Management LLC 660.09%0.11%0.12%Q4 2020Q1 20226
Magnolia Wealth Management, LLC 420.29%11.07%24.34%Q4 2021Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Guardian Wealth Management, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Forum Private Client Group LLC 662.61%3.10%3.52%Q1 2022Q2 20236
Hernani LP 660.00%4.60%7.19%Q4 2021Q1 20236
Lansing Street Advisors 660.00%0.02%0.09%Q1 2022Q2 20236
Cahill Wealth Management, LLC 660.65%2.76%3.90%Q2 2022Q3 20236
CYPRESS FINANCIAL PLANNING LLC 660.14%0.18%0.24%Q2 2022Q3 20236
GRAND WEALTH MANAGEMENT, LLC 660.77%9.17%14.10%Q4 2021Q1 20236
Azimuth Capital Investment Management LLC 660.12%0.15%0.20%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.62%0.77%1.29%Q2 2022Q3 20236
Cypress Capital Group 510.03%0.07%0.10%Q2 2018Q4 20226
1919 Investment Counsel, LLC 660.01%0.01%0.02%Q2 2013Q3 20146
OTA Financial Group L.P. 411.54%6.85%16.42%Q3 2020Q2 20226
BlackRock Investment Management, LLC 210.00%0.01%0.03%Q3 2013Q4 20166
MEANS INVESTMENT CO., INC. 660.07%0.13%0.23%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.51%0.59%0.76%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.42%0.48%0.61%Q2 2022Q3 20236
GILL CAPITAL PARTNERS, LLC 660.09%0.12%0.18%Q3 2020Q4 20216
CITIZENS FINANCIAL GROUP INC/RI 420.00%0.03%0.10%Q4 2015Q4 20196
KAYS FINANCIAL ADVISORY CORP /ADV 310.04%0.08%0.12%Q1 2015Q3 20196
GREENLEAF TRUST 510.00%0.00%0.01%Q2 2020Q3 20236
CHATHAM CAPITAL GROUP, INC. 661.09%1.15%1.26%Q2 2016Q3 20176
DERBY & COMPANY, INC 660.20%1.09%1.78%Q2 2020Q3 20216
Jefferies Group LLC 210.00%0.06%0.28%Q3 2013Q1 20206
TRUST DEPARTMENT MB FINANCIAL BANK N A 510.00%0.07%0.10%Q1 2016Q1 20196
SAGE FINANCIAL GROUP INC 660.06%0.07%0.09%Q2 2022Q3 20236
PANAGORA ASSET MANAGEMENT INC 660.00%0.01%0.01%Q4 2019Q1 20216
CIBC WORLD MARKETS CORP 510.01%0.42%0.71%Q2 2015Q3 20236
QUATTRO FINANCIAL ADVISORS LLC 330.04%0.95%2.18%Q1 2018Q3 20236
OneAscent Wealth Management LLC 410.10%0.11%0.13%Q2 2022Q3 20235
Strategic Asset Management, LLC 550.03%0.08%0.14%Q3 2021Q3 20225
Financial Partners Group, Inc 550.06%1.40%2.03%Q2 2020Q2 20215
CONDOR CAPITAL MANAGEMENT 310.03%0.03%0.04%Q2 2020Q4 20225
Modus Advisors, LLC 550.23%0.34%0.43%Q4 2022Q4 20235
Smart Portfolios, LLC 410.10%0.73%1.18%Q2 2018Q3 20235
Brown Financial Advisory 551.77%11.10%14.33%Q4 2020Q4 20215
ROCKEFELLER FINANCIAL SERVICES INC 550.00%0.00%0.00%Q2 2013Q2 20145
RMB Capital Management, LLC 210.01%0.05%0.12%Q3 2016Q4 20195
BERRY GROUP, LLC 550.14%0.17%0.21%Q4 2019Q4 20205
BARRETT & COMPANY, INC. 550.27%0.29%0.30%Q3 2022Q3 20235
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q2 2013Q2 20145
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2015Q4 20155
CoreCap Advisors, LLC 551.62%1.80%2.02%Q4 2021Q4 20225
Oldfather Financial Services, LLC 550.14%0.17%0.21%Q3 2022Q3 20235
Greenhouse Wealth Management, LLC 550.19%0.22%0.31%Q4 2020Q4 20215
Beaumont Financial Partners, LLC 410.10%0.88%1.21%Q3 2020Q2 20225
Summit Financial Strategies, Inc. 410.05%0.10%0.13%Q2 2022Q3 20235
Bond & Devick Financial Network, Inc. 550.17%0.25%0.36%Q3 2022Q3 20235
IFS Advisors, LLC 553.02%5.75%8.06%Q4 2020Q4 20215
Horan Securities, Inc. 550.04%0.10%0.14%Q2 2022Q2 20235
B.O.S.S. Retirement Advisors, LLC 550.48%0.58%0.68%Q4 2022Q4 20235
Old North State Trust, LLC 410.02%0.03%0.03%Q1 2019Q3 20205
CAPITAL CITY TRUST CO/FL 550.14%0.21%0.24%Q2 2021Q2 20225
Texas Yale Capital Corp. 550.02%0.02%0.03%Q2 2014Q2 20155
Montecito Bank & Trust 210.10%0.11%0.13%Q1 2015Q4 20165
Secure Asset Management, LLC 320.13%0.24%0.43%Q4 2019Q1 20215
Tradition Wealth Management, LLC 320.00%0.01%0.02%Q4 2021Q3 20235
First Eagle Investment Management, LLC 410.01%0.04%0.08%Q3 2013Q1 20165
Great Lakes Retirement, Inc. 320.13%0.34%0.50%Q4 2019Q3 20235
NorthLanding Financial Partners, LLC 550.53%0.58%0.67%Q3 2022Q3 20235
Kaizen Financial Strategies 210.18%0.23%0.32%Q4 2020Q2 20225
FIRST HORIZON CORP 410.02%0.10%0.13%Q2 2013Q2 20215
Argent Advisors, Inc. 550.15%0.68%1.00%Q1 2020Q1 20215
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.03%0.04%Q2 2019Q4 20205
RAY GERALD L & ASSOCIATES LTD 550.30%0.38%0.43%Q3 2016Q3 20175
InterOcean Capital Group, LLC 550.02%0.18%0.76%Q3 2022Q3 20235
HHG & Company, LLC 551.85%2.14%2.51%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 553.83%7.31%9.12%Q4 2016Q4 20175
VALLEY NATIONAL BANCORP 552.15%2.30%2.69%Q4 2013Q4 20145
Capasso Planning Partners LLC 550.18%0.24%0.31%Q3 2022Q3 20235
Syntal Capital Partners, LLC 550.47%0.59%0.70%Q3 2022Q3 20235
Tradewinds, LLC. 321.01%1.28%1.49%Q2 2022Q3 20235
ING GROEP NV 410.06%0.16%0.46%Q3 2013Q1 20165
Global Wealth Strategies & Associates 553.12%4.96%6.64%Q4 2022Q4 20235
NINE MASTS CAPITAL Ltd 550.74%0.93%1.13%Q1 2016Q1 20175
Sage Capital Advisors,llc 410.09%0.13%0.17%Q1 2020Q3 20215
VECTOR WEALTH MANAGEMENT, LLC 320.16%0.75%1.32%Q4 2014Q4 20165
COUNTRY CLUB BANK /GFN 550.02%0.04%0.05%Q3 2022Q3 20235
David Kennon Inc 552.02%5.08%9.63%Q3 2022Q3 20235
FLPUTNAM INVESTMENT MANAGEMENT CO 550.01%0.02%0.03%Q2 2021Q2 20225
Vanguard Personalized Indexing Management, LLC 550.04%0.06%0.07%Q4 2020Q4 20215
COMPASS FINANCIAL ADVISORS LLC 550.31%0.34%0.38%Q4 2021Q4 20225
Prestige Wealth Management Group LLC 410.00%3.26%5.68%Q4 2021Q3 20235
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.01%0.04%Q2 2017Q3 20235
Next Capital Management LLC 550.01%0.03%0.07%Q4 2018Q4 20195
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.05%0.24%Q3 2017Q1 20205
Nachman Norwood & Parrott, Inc 550.07%0.86%1.25%Q2 2020Q2 20215
Verity Asset Management, Inc. 210.12%2.07%5.40%Q2 2016Q2 20215
Wakefield Asset Management LLLP 551.34%1.47%1.58%Q4 2018Q4 20195
WEST BANCORPORATION INC 410.04%0.12%0.16%Q4 2019Q4 20215
WOLFF WIESE MAGANA LLC 550.01%0.03%0.05%Q4 2020Q4 20215
VALICENTI ADVISORY SERVICES INC 551.14%1.28%1.40%Q2 2022Q2 20235
Laraway Financial Advisors Inc 550.28%0.29%0.30%Q3 2022Q3 20235
Atlas Private Wealth Advisors 550.02%0.02%0.03%Q3 2020Q3 20215
TIFF ADVISORY SERVICES, LLC 210.91%1.24%1.46%Q4 2020Q2 20235
HC FINANCIAL ADVISORS INC 550.01%0.03%0.08%Q2 2021Q2 20225
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Vontobel Holding Ltd. 320.00%0.00%0.00%Q4 2020Q3 20235
DeGreen Capital Management LLC 210.09%0.32%0.52%Q2 2017Q3 20215
RDA Financial Network 550.09%0.13%0.18%Q4 2019Q4 20205
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 320.26%1.02%1.93%Q1 2020Q3 20235
FIRST HAWAIIAN BANK 310.01%0.03%0.06%Q2 2013Q1 20195
Corbenic Partners LLC 410.01%1.95%9.18%Q2 2013Q4 20165
Single Point Partners, LLC 410.24%0.52%0.68%Q2 2022Q3 20235
Steward Financial Group LLC 320.01%0.02%0.04%Q4 2021Q3 20235
W.H. Cornerstone Investments Inc. 552.84%3.07%3.14%Q3 2022Q3 20235
RBA Wealth Management, LLC 550.34%0.35%0.36%Q3 2022Q3 20235
Annex Advisory Services, LLC 210.02%0.21%0.74%Q2 2013Q4 20215
PEDDOCK CAPITAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Ionic Capital Management LLC 220.01%0.04%0.07%Q3 2015Q4 20155
Bordeaux Wealth Advisors LLC 410.17%0.26%0.39%Q4 2020Q4 20225
Gupta Wealth Management LLC 550.14%0.24%0.35%Q1 2015Q1 20165
Old Port Advisors 410.38%0.89%1.49%Q2 2022Q3 20235
CABANA LLC 210.00%2.15%7.20%Q2 2020Q2 20235
W ADVISORS, LLC 550.21%0.39%0.70%Q4 2021Q4 20225
High Net Worth Advisory Group LLC 550.00%0.03%0.08%Q4 2021Q4 20225
Capital Group Private Client Services, Inc. 410.01%0.01%0.01%Q3 2021Q4 20225
Concorde Asset Management, LLC 310.16%0.46%1.18%Q3 2015Q2 20195
Herold Advisors, Inc. 320.08%0.15%0.20%Q3 2021Q3 20235
Independence Bank of Kentucky 310.00%0.00%0.01%Q3 2020Q4 20225
General Partner, Inc. 551.96%2.65%2.97%Q4 2022Q4 20235
Joule Financial, LLC 551.77%14.61%21.98%Q3 2022Q3 20235
Balboa Wealth Partners 550.20%0.22%0.28%Q3 2022Q3 20235
MGO Private Wealth, LLC 554.48%8.31%11.03%Q3 2022Q3 20235
ACUTE INVESTMENT ADVISORY, LLC 550.79%3.40%8.39%Q4 2021Q4 20225
CX Institutional 310.00%0.08%0.18%Q2 2018Q2 20225
Colonial Trust Co / SC 550.16%0.18%0.22%Q3 2022Q3 20235
WealthSpring Partners, LLC 550.27%0.46%0.97%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.02%0.03%0.05%Q4 2021Q4 20225
CERTUITY, LLC 550.05%0.05%0.06%Q1 2021Q1 20225
EMC Capital Management 550.12%0.25%0.43%Q4 2020Q4 20215
Orion Capital Management LLC 550.01%0.16%0.27%Q3 2021Q3 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Worth Asset Management, LLC 550.02%2.13%3.76%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.09%0.35%0.97%Q4 2018Q4 20195
Northern Capital Management, Inc. 550.17%0.20%0.24%Q4 2020Q4 20215
MACRO Consulting Group 550.62%0.68%0.76%Q2 2020Q2 20215
CAPE COD FIVE CENTS SAVINGS BANK 410.04%0.36%0.48%Q1 2017Q3 20235
Lebenthal Global Advisors, LLC 550.16%0.30%0.76%Q3 2022Q3 20235
CFS Investment Advisory Services, LLC 310.06%0.09%0.14%Q1 2022Q3 20235
Trek Financial, LLC 550.04%0.07%0.08%Q3 2022Q3 20235
San Luis Wealth Advisors LLC 210.11%0.16%0.22%Q4 2020Q2 20235
Gibson Wealth Advisors LLC 550.00%4.53%20.19%Q4 2021Q4 20225
Personal Wealth Partners 310.01%0.12%0.55%Q4 2018Q2 20215
Cyndeo Wealth Partners, LLC 440.05%1.25%4.72%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.00%0.01%0.03%Q4 2021Q3 20224
Corient Private Wealth LLC 440.31%0.33%0.37%Q4 2022Q3 20234
Integrity Advisory, LLC 440.47%1.29%2.09%Q1 2022Q4 20224
Sweet Financial Partners, LLC 440.11%0.36%1.03%Q4 2022Q3 20234
Gould Capital, LLC 441.30%6.44%8.36%Q4 2022Q3 20234
Stegent Equity Advisors, Inc. 310.24%0.38%0.53%Q1 2022Q2 20234
Pitti Group Wealth Management, LLC 440.28%0.29%0.30%Q4 2022Q3 20234
Aufman Associates Inc 220.22%0.53%0.85%Q2 2022Q2 20234
FSM Wealth Advisors, LLC 440.26%0.59%1.01%Q2 2022Q1 20234
Fingerlakes Wealth Management, Inc. 220.27%0.32%0.38%Q4 2021Q1 20234
Red Door Wealth Management, LLC 210.03%0.06%0.08%Q1 2020Q4 20214
FREEDOM WEALTH ALLIANCE, LLC 440.64%0.84%1.00%Q4 2022Q3 20234
Rinkey Investments 310.10%0.12%0.14%Q4 2021Q3 20234
Confluence Wealth Services, Inc. 440.21%0.23%0.28%Q4 2021Q3 20224
Ruedi Wealth Management, Inc. 440.33%0.36%0.40%Q4 2022Q3 20234
Life Planning Partners, Inc 441.04%1.13%1.21%Q4 2021Q3 20224
DecisionPoint Financial, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Intelligent Financial Strategies 310.46%0.90%2.00%Q4 2021Q3 20234
626 Financial, LLC 310.13%0.21%0.39%Q2 2022Q2 20234
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.25%0.91%Q4 2021Q3 20234
HFG Advisors, Inc. 441.42%1.48%1.56%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.17%0.18%0.21%Q4 2022Q3 20234
Intergy Private Wealth, LLC 440.18%0.81%2.27%Q4 2021Q3 20224
Bricktown Capital, LLC 444.13%5.38%7.09%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 442.87%4.42%8.66%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.32%0.34%0.36%Q4 2022Q3 20234
Virtue Capital Management, LLC 310.15%0.22%0.28%Q4 2017Q4 20194
SAM Advisors, LLC 445.26%6.49%7.53%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.09%0.13%0.15%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.36%0.42%0.48%Q4 2022Q3 20234
Day & Ennis, LLC 440.58%0.83%0.94%Q4 2022Q3 20234
Kovitz Investment Group Partners, LLC 310.01%0.02%0.04%Q2 2020Q4 20214
SageView Advisory Group, LLC 440.41%0.67%1.17%Q4 2022Q3 20234
Carr Financial Group Corp 444.96%7.61%9.16%Q4 2022Q3 20234
Wealthsimple Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
Fortis Capital Management LLC 440.10%0.49%0.92%Q2 2022Q1 20234
Aspire Wealth Management Corp 440.33%0.34%0.36%Q4 2021Q3 20224
FutureAdvisor, Inc. 440.08%0.33%0.68%Q4 2014Q3 20154
ANGELES WEALTH MANAGEMENT, LLC 440.99%1.17%1.40%Q1 2022Q4 20224
Price Wealth, LLC 440.03%0.04%0.05%Q4 2017Q3 20184
CEDAR CAPITAL, LLC 210.10%0.20%0.44%Q3 2019Q4 20204
BKA Wealth Consulting, Inc. 441.11%2.02%4.42%Q1 2022Q4 20224
DHK Financial Advisors, Inc. 221.37%1.84%2.57%Q3 2022Q3 20234
Virtu Financial LLC 310.01%0.02%0.03%Q3 2017Q4 20194
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 4413.46%14.35%15.01%Q4 2022Q3 20234
TRIAD FINANCIAL ADVISORS, INC. 441.53%1.84%2.15%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 441.72%2.21%2.62%Q4 2022Q3 20234
Rotella Capital Management, Inc. 441.75%3.35%5.50%Q1 2014Q4 20144
ACADIA TRUST NA 310.10%0.11%0.12%Q3 2014Q4 20154
Riverview Trust Co 310.00%0.06%0.10%Q1 2019Q2 20204
Clean Yield Group 210.00%0.09%0.18%Q2 2015Q1 20224
Headlands Technologies LLC 440.01%0.16%0.53%Q4 2022Q3 20234
Wunderlich Capital Managemnt 442.40%2.58%2.75%Q4 2022Q3 20234
Wealth Quarterback LLC 220.01%0.01%0.02%Q4 2019Q3 20214
Capital Bank & Trust Co 440.00%0.01%0.01%Q3 2020Q2 20214
PRW Wealth Management LLC 310.15%2.04%3.51%Q2 2022Q2 20234
Meeder Advisory Services, Inc. 441.28%1.36%1.51%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.18%0.20%0.21%Q4 2020Q3 20214
TOWER TRUST Co 440.36%0.39%0.42%Q2 2013Q1 20144
Plancorp, LLC 440.02%0.03%0.05%Q1 2021Q4 20214
FOSTER DYKEMA CABOT & CO INC/MA 310.02%0.02%0.03%Q2 2022Q3 20234
Eudaimonia Partners, LLC 310.00%0.01%0.01%Q4 2019Q1 20214
Affinity Capital Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.10%0.14%0.18%Q2 2019Q1 20204
Inspire Advisors, LLC 440.01%0.05%0.07%Q4 2020Q3 20214
REBALANCE, LLC 440.61%0.91%1.23%Q4 2022Q3 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.09%0.22%0.34%Q4 2021Q3 20224
ACG Wealth 210.00%0.09%0.15%Q2 2014Q2 20224
GIRARD SECURITIES, INC. 440.24%0.42%0.57%Q4 2016Q3 20174
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.12%0.47%Q4 2021Q3 20224
Windsor Capital Management, LLC 310.03%0.03%0.04%Q2 2013Q3 20154
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.06%0.19%0.35%Q4 2021Q3 20234
Capital One Investing, Inc. 444.73%5.61%7.21%Q4 2018Q3 20194
PERSONAL FINANCIAL CONSULTANTS INC /ADV 447.14%7.63%7.92%Q3 2018Q2 20194
Courage Miller Partners, LLC 443.59%4.60%5.73%Q4 2022Q3 20234
BALYASNY ASSET MANAGEMENT L.P. 440.00%0.01%0.01%Q4 2022Q3 20234
Fluent Financial, LLC 440.64%2.13%3.59%Q4 2017Q3 20184
EVERGREEN CAPITAL MANAGEMENT LLC 220.06%0.08%0.10%Q2 2015Q3 20234
Intelligence Driven Advisers, LLC 440.55%1.01%1.39%Q4 2021Q3 20224
FinTrust Investment Advisory Services, LLC 220.33%0.93%1.58%Q2 2013Q4 20174
Advisor Resource Council 310.17%0.22%0.30%Q2 2021Q2 20224
Full Sail Capital, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Capital Advisors Wealth Management, LLC 440.31%0.35%0.38%Q1 2021Q4 20214
FLOW TRADERS U.S. LLC 110.04%0.08%0.17%Q4 2013Q3 20234
METROPOLITAN LIFE INSURANCE CO/NY 441.35%2.60%3.77%Q4 2022Q3 20234
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q4 20224
Fieldpoint Private Securities, LLC 310.01%0.03%0.08%Q3 2017Q1 20224
Visionary Asset Management, Inc. 210.01%0.11%0.24%Q2 2013Q1 20164
PACIFIC FINANCIAL GROUP INC 210.02%0.24%0.53%Q3 2020Q3 20234
Stairway Partners, LLC 4410.01%12.59%14.48%Q1 2023Q4 20234
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.00%0.01%0.02%Q3 2013Q4 20154
GoalVest Advisory LLC 210.01%0.02%0.03%Q2 2021Q4 20234
Oak Harvest Investment Services 440.08%0.10%0.12%Q2 2021Q1 20224
OXFORD ASSET MANAGEMENT LLP 220.02%0.10%0.17%Q3 2017Q3 20184
Clearview Wealth Advisors LLC 440.29%0.56%1.33%Q4 2022Q3 20234
HORIZON BANCORP INC /IN/ 4434.63%37.72%40.70%Q4 2022Q3 20234
MANNING & NAPIER ADVISORS LLC 440.02%0.07%0.14%Q4 2016Q3 20174
WINTRUST INVESTMENTS LLC 440.07%0.11%0.13%Q2 2016Q1 20174
Professional Financial Advisors, LLC 440.42%0.66%0.90%Q4 2021Q3 20224
HAZLETT, BURT & WATSON, INC. 220.00%0.23%0.50%Q1 2022Q3 20234
KAVAR CAPITAL PARTNERS GROUP, LLC 311.69%1.73%1.81%Q2 2022Q3 20234
KHP Capital, LLC 444.72%4.91%5.03%Q4 2017Q3 20184
ACT Advisors, LLC. 445.98%7.92%9.58%Q4 2020Q3 20214
Tandem Wealth Advisors LLC 441.32%1.37%1.41%Q4 2022Q3 20234
MMA ASSET MANAGEMENT LLC 440.23%1.56%2.97%Q4 2022Q3 20234
PITCAIRN CO 310.10%0.36%1.07%Q4 2013Q4 20164
Bragg Financial Advisors, Inc 310.05%0.06%0.07%Q2 2015Q2 20194
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.03%0.06%0.09%Q2 2021Q1 20224
SHINE INVESTMENT ADVISORY SERVICES INC 440.07%0.47%0.88%Q4 2019Q3 20204
Sound Stewardship, LLC 442.14%2.20%2.25%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.28%0.53%1.17%Q4 2022Q3 20234
Strategic Wealth Management Group, LLC 440.10%0.12%0.14%Q3 2020Q2 20214
Core Wealth Advisors, Inc. 440.00%0.01%0.02%Q2 2022Q1 20234
Jaffetilchin Investment Partners, LLC 310.05%0.15%0.41%Q3 2019Q3 20204
NextCapital Advisers, Inc. 440.04%11.69%22.95%Q1 2018Q4 20184
Meritas Wealth Management, LLC 440.48%1.10%1.37%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 440.77%0.97%1.49%Q4 2022Q3 20234
Wells Financial Advisors INC 441.10%1.44%1.75%Q4 2022Q3 20234
Golden State Equity Partners 310.08%0.12%0.22%Q3 2021Q3 20234
RFG HOLDINGS, INC. 442.51%5.14%11.03%Q4 2020Q3 20214
Keudell/Morrison Wealth Management 4411.84%13.63%15.82%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.12%0.17%0.28%Q1 2023Q4 20234
Vawter Financial, Ltd. 440.22%0.25%0.30%Q4 2022Q3 20234
SkyOak Wealth, LLC 440.07%0.13%0.21%Q4 2019Q3 20204
LBMC INVESTMENT ADVISORS, LLC 310.06%0.07%0.09%Q2 2013Q1 20214
Whitaker-Myers Wealth Managers, LTD. 440.46%0.88%1.68%Q4 2022Q3 20234
Pioneer Wealth Management Group 440.44%0.69%0.95%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.33%0.92%1.63%Q4 2022Q3 20234
MBA Advisors LLC 440.67%0.88%1.12%Q2 2021Q1 20224
Ratio Wealth Group 440.17%0.92%2.75%Q4 2020Q3 20214
Ignite Planners, LLC 440.14%0.24%0.29%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Tillman Hartley LLC 440.39%0.41%0.43%Q4 2022Q3 20234
Sterling Group Wealth Management, LLC 440.56%0.62%0.68%Q4 2022Q3 20234
United Bank 440.30%0.50%0.72%Q4 2016Q3 20174
PRELUDE CAPITAL MANAGEMENT, LLC 440.02%0.03%0.07%Q1 2018Q4 20184
BBJS FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 441.91%2.05%2.16%Q4 2022Q3 20234
CIC Wealth, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Park Place Capital Corp 445.03%5.49%6.77%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 110.00%0.01%0.02%Q2 2013Q3 20184
Northeast Financial Group, Inc. 440.93%1.78%2.48%Q4 2022Q3 20234
Parker Financial LLC 440.16%0.20%0.25%Q4 2022Q3 20234
Financial Freedom, LLC 440.14%0.47%1.45%Q4 2022Q3 20234
Salient Private Client, LLC 440.24%0.47%1.11%Q4 2017Q3 20184
Beacon Bridge Wealth Partners, LLC 440.51%0.79%1.26%Q4 2022Q3 20234
Pallas Capital Advisors LLC 440.05%0.77%1.38%Q4 2022Q3 20234
Eagle Bay Advisors LLC 311.47%1.80%2.06%Q2 2021Q3 20234
Grey Fox Wealth Advisors, LLC 440.71%1.22%1.63%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.52%0.86%1.33%Q4 2022Q3 20234
Eley Financial Management, Inc 440.92%0.99%1.11%Q4 2022Q3 20234
Financial Partners Group, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 441.96%2.17%2.60%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.24%0.42%0.58%Q4 2022Q3 20234
Global Wealth Management Investment Advisory, Inc. 210.00%0.01%0.03%Q4 2018Q3 20234
AllGen Financial Advisors, Inc. 210.34%2.56%5.13%Q4 2020Q4 20224
AFS Financial Group, LLC 440.22%0.28%0.36%Q4 2022Q3 20234
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Dominguez Wealth Management Solutions, Inc. 440.23%0.27%0.31%Q4 2022Q3 20234
Great Waters Wealth Management 4412.25%14.75%17.29%Q4 2022Q3 20234
PALLADIEM, LLC 440.58%5.93%8.75%Q4 2014Q3 20154
Richard W. Paul & Associates, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 440.08%0.10%0.12%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 441.47%2.09%2.79%Q4 2022Q3 20234
Pflug Koory, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Strategic Capital Group LLC 440.51%2.03%2.58%Q3 2013Q2 20144
VitalStone Financial, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Cabot-Wellington, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
RCS Financial Planning, LLC 440.76%1.02%1.29%Q4 2022Q3 20234
HF Advisory Group, LLC 440.16%0.20%0.23%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q3 20234
GODSEY & GIBB, INC 440.00%0.01%0.01%Q4 2022Q3 20234
Francis Financial, Inc. 220.28%0.49%0.67%Q4 2017Q3 20224
MITCHELL MCLEOD PUGH & WILLIAMS INC 310.26%0.53%0.79%Q3 2022Q3 20234
MILESTONE WEALTH, LLC 440.04%0.05%0.05%Q4 2021Q3 20224
JDM Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Orcam Financial Group 440.54%0.89%1.06%Q4 2022Q3 20234
Conrad Siegel Investment Advisors, Inc. 310.06%0.40%0.84%Q4 2021Q3 20234
Fortis Capital Advisors, LLC 441.13%1.39%1.92%Q4 2022Q3 20234
Aspire Capital Advisors LLC 444.42%4.59%4.69%Q4 2022Q3 20234
Verum Partners LLC 440.21%0.37%0.45%Q4 2022Q3 20234
RIA Advisory Group LLC 440.11%0.16%0.24%Q4 2022Q3 20234
Vontobel Swiss Wealth Advisors AG 310.11%0.12%0.14%Q3 2015Q3 20164
Beaumont Financial Advisors, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
Barden Capital Management, Inc. 442.01%2.35%2.54%Q4 2022Q3 20234
RFP Financial Group LLC 440.94%1.41%2.69%Q4 2022Q3 20234
Beirne Wealth Consulting Services, LLC 440.26%0.34%0.40%Q4 2018Q3 20194
NCM Capital Management, LLC 440.13%0.14%0.15%Q1 2022Q4 20224
Von Berge Wealth Management Group, LLC 440.22%0.28%0.30%Q4 2022Q3 20234
Centurion Wealth Management LLC 441.43%1.87%2.18%Q4 2022Q3 20234
ALM First Financial Advisors, LLC 4411.13%11.49%11.81%Q4 2022Q3 20234
CoreFirst Bank & Trust 330.01%0.01%0.02%Q1 2023Q3 20233
Oak Grove Capital LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Advisors Capital Management, LLC 210.01%0.01%0.01%Q1 2021Q2 20223
Berkeley Capital Partners, LLC 330.22%0.98%2.39%Q4 2015Q2 20163
Root Financial Partners, LLC 330.55%0.99%1.83%Q1 2023Q3 20233
CHAPIN DAVIS, INC. 330.11%0.12%0.12%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Heritage Wealth Advisors 210.00%0.00%0.00%Q2 2021Q2 20233
Lake Point Wealth Management 210.00%0.03%0.08%Q1 2019Q4 20193
Act Two Investors LLC 331.70%2.09%2.79%Q1 2023Q3 20233
Riggs Asset Managment Co. Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Unified Trust Company, N.A. 330.41%0.46%0.50%Q1 2021Q3 20213
CPWM, LLC 330.02%0.05%0.10%Q1 2022Q3 20223
Aris Wealth Services, Inc. 330.02%0.03%0.04%Q1 2015Q3 20153
Farmers & Merchants Trust Co of Chambersburg PA 330.02%0.02%0.02%Q1 2023Q3 20233
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.01%0.01%0.01%Q2 2017Q4 20173
Glass Jacobson Investment Advisors llc 210.35%0.52%0.82%Q4 2022Q3 20233
Doyle Wealth Management 210.01%0.02%0.03%Q4 2018Q3 20193
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OneAscent Financial Services LLC 210.12%0.16%0.20%Q4 2022Q3 20233
PFG Investments, LLC 330.08%0.12%0.14%Q1 2023Q3 20233
MONEYWISE, INC. 210.17%0.21%0.28%Q3 2016Q3 20173
Powers Advisory Group, LLC 333.29%3.40%3.56%Q1 2023Q3 20233
Forbes Financial Planning, Inc. 211.35%6.05%8.61%Q4 2021Q3 20233
Consolidated Portfolio Review Corp 330.07%0.08%0.10%Q1 2023Q3 20233
Hobart Private Capital, LLC 337.83%7.92%8.00%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.65%1.08%1.38%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.02%0.03%0.05%Q4 2022Q3 20233
Angeles Investment Advisors, LLC 330.50%0.57%0.64%Q2 2021Q4 20213
Gallacher Capital Management LLC 331.28%1.73%2.55%Q4 2022Q2 20233
DAYMARK WEALTH PARTNERS, LLC 330.03%0.05%0.08%Q1 2023Q3 20233
Authentikos Wealth Advisory, LLC 330.30%0.33%0.36%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.02%0.04%0.07%Q1 2023Q3 20233
Ridgewood Investments LLC 210.02%0.09%0.23%Q1 2020Q2 20233
FolioMetrix LLC 330.28%0.61%0.96%Q4 2014Q2 20153
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.01%Q1 2022Q3 20233
DESCHAINE & COMPANY, LLC 332.48%2.78%3.14%Q4 2014Q2 20153
Bernardo Wealth Planning LLC 330.32%0.37%0.41%Q2 2021Q4 20213
MORRIS FINANCIAL CONCEPTS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
LaSalle St. Investment Advisors, LLC 330.32%0.36%0.40%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
American Financial Advisors, LLC 210.04%0.06%0.09%Q4 2018Q3 20193
Private Vista, LLC 330.06%0.08%0.11%Q3 2019Q1 20203
Horan Capital Advisors, LLC. 210.00%0.02%0.05%Q3 2019Q3 20203
Ethos Financial Group, LLC 330.10%0.13%0.15%Q1 2023Q3 20233
Opes Advisors Inc 210.21%0.23%0.24%Q1 2017Q4 20173
Navalign, LLC 330.09%0.17%0.29%Q1 2021Q3 20213
ECLECTIC ASSOCIATES INC /ADV 330.28%0.31%0.32%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.14%0.15%0.18%Q4 2022Q3 20233
Cornerstone Planning Group LLC 210.15%0.68%1.63%Q4 2022Q3 20233
Psagot Value Holdings Ltd. 210.00%0.00%0.00%Q3 2016Q1 20183
NinePointTwo Capital LLC 333.44%5.38%6.40%Q4 2020Q2 20213
Integrity Financial Corp /WA 210.00%0.01%0.02%Q4 2022Q3 20233
THOMASPARTNERS, INC. 110.00%0.01%0.01%Q2 2013Q1 20173
Sloy Dahl & Holst, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
SPRENG CAPITAL MANAGEMENT, INC. 330.16%0.18%0.20%Q2 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.08%0.10%0.11%Q4 2017Q3 20183
SteelBridge Private Wealth Advisors LLC 332.89%3.62%4.97%Q1 2016Q3 20163
Your Advocates Ltd., LLP 210.00%0.02%0.03%Q2 2020Q3 20233
Delta Investment Management, LLC 330.12%0.33%0.63%Q2 2020Q4 20203
EMERSON INVESTMENT MANAGEMENT, LLC 110.03%0.06%0.07%Q4 2013Q1 20163
Oakworth Capital, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
WESPAC Advisors, LLC 210.19%0.28%0.35%Q3 2017Q4 20223
EXCHANGE TRADED CONCEPTS, LLC 210.08%1.26%2.81%Q3 2021Q2 20223
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
GM Advisory Group, LLC 210.02%0.08%0.19%Q4 2016Q2 20233
Midwest Professional Planners, LTD. 330.01%0.02%0.03%Q4 2017Q2 20183
Register Financial Advisors LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Intrua Financial, LLC 110.04%0.16%0.38%Q2 2020Q2 20223
IMA Wealth, Inc. 210.00%1.90%2.86%Q1 2019Q3 20233
MERIDIAN MANAGEMENT CO 330.09%0.09%0.10%Q1 2023Q3 20233
Covington Investment Advisors Inc. 330.25%0.34%0.38%Q2 2013Q4 20133
Wealthsimple US, Ltd. 331.95%2.22%2.58%Q4 2019Q2 20203
LUCAS CAPITAL MANAGEMENT 330.27%0.38%0.45%Q4 2017Q2 20183
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.00%0.00%Q1 2019Q1 20203
LVW Advisors, LLC 210.10%0.17%0.26%Q4 2014Q1 20183
Calamos Wealth Management LLC 330.03%0.03%0.03%Q1 2017Q3 20173
Catalyst Capital Advisors LLC 330.01%0.01%0.02%Q4 2017Q2 20183
Compass Efficient Model Portfolios, LLC 330.04%0.42%0.83%Q2 2013Q4 20133
GERMAN AMERICAN BANCORP, INC. 330.07%0.08%0.08%Q4 2022Q2 20233
WealthPlan Investment Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Truadvice, LLC 330.09%0.22%0.46%Q1 2021Q3 20213
Gratus Capital, LLC 210.02%0.12%0.17%Q3 2016Q3 20223
HANCOCK WHITNEY INVESTMENT SERVICES INC. 332.34%2.46%2.68%Q4 2021Q2 20223
SageGuard Financial Group, LLC 330.19%0.20%0.21%Q4 2020Q2 20213
Costello Asset Management, INC 330.01%0.01%0.01%Q2 2020Q4 20203
Windsor Financial Group, LLC 210.09%0.11%0.13%Q3 2016Q2 20173
Carmel Capital Partners, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
CKW FINANCIAL GROUP 110.00%0.10%0.26%Q2 2016Q4 20193
Hoese & Co LLP 330.04%0.04%0.04%Q2 2023Q4 20233
WEST MICHIGAN ADVISORS, LLC 330.17%0.79%1.94%Q4 2021Q2 20223
SFG Wealth Management, LLC. 330.22%0.23%0.25%Q4 2021Q2 20223
Americana Partners, LLC 330.21%0.24%0.27%Q1 2020Q3 20203
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
AMUSSEN HUNSAKER ASSOCIATES LLC 330.05%0.06%0.06%Q3 2021Q1 20223
Altavista Wealth Management, Inc. 330.10%0.14%0.21%Q2 2021Q4 20213
St. James Investment Advisors, LLC 330.03%1.04%1.64%Q2 2022Q4 20223
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
Bridgewater Wealth & Financial Management, LLC 330.13%0.13%0.14%Q4 2016Q2 20173
Kelman-Lazarov, Inc. 330.01%0.02%0.04%Q2 2016Q4 20163
Pathway Financial Advisors LLC 210.07%0.12%0.22%Q1 2022Q1 20233
Hamilton Wealth, LLC 330.25%2.28%4.26%Q1 2023Q3 20233
LWM Advisory Services, LLC 210.25%0.33%0.39%Q4 2021Q3 20223
Crestwood Advisors Group, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
KARLINSKI ANDREW C 330.05%0.06%0.07%Q4 2021Q2 20223
Bank Pictet & Cie (Europe) AG 330.40%0.96%2.01%Q2 2015Q4 20153
GREAT WEST LIFE ASSURANCE CO /CAN/ 210.00%0.00%0.00%Q3 2013Q2 20143
Antonetti Capital Management LLC 330.05%0.06%0.08%Q2 2013Q4 20133
Sabal Trust CO 330.09%0.11%0.12%Q3 2020Q1 20213
Stonehearth Capital Management, LLC 210.66%4.22%6.00%Q4 2014Q3 20163
Gotham Asset Management, LLC 330.42%0.43%0.46%Q1 2023Q3 20233
EXANE DERIVATIVES 210.04%0.04%0.04%Q2 2021Q1 20223
Silverleafe Capital Partners, LLC 212.52%5.22%7.38%Q4 2021Q3 20223
ATHERTON LANE ADVISERS, LLC 330.01%0.01%0.01%Q2 2015Q4 20153
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
WIMMER ASSOCIATES 1, LLC 330.14%0.15%0.16%Q3 2020Q1 20213
Strategic Financial Concepts, LLC 331.42%2.29%3.25%Q1 2023Q3 20233
Pinion Investment Advisors, LLC 330.55%0.63%0.71%Q1 2018Q3 20183
Clarus Wealth Advisors 333.45%3.50%3.56%Q4 2022Q2 20233
Kerntke Otto McGlone Wealth Management Group 330.98%5.19%8.50%Q2 2020Q4 20203
Venture Visionary Partners LLC 210.01%0.02%0.03%Q4 2020Q2 20223
tru Independence LLC 110.00%0.51%0.92%Q4 2019Q1 20213
Cape Investment Advisory, Inc. 330.28%0.29%0.31%Q1 2023Q3 20233
HIGHLAND CAPITAL MANAGEMENT, LLC 330.24%0.25%0.26%Q2 2014Q4 20143
Capital Wealth Planning, LLC 210.02%0.02%0.03%Q2 2019Q1 20203
Slow Capital, Inc. 210.00%0.01%0.01%Q4 2017Q3 20203
STEPH & CO 210.00%0.01%0.02%Q1 2021Q3 20233
Maryland Capital Management 110.02%0.03%0.06%Q3 2019Q4 20203
Regent Peak Wealth Advisors LLC 110.00%0.13%0.31%Q4 2020Q3 20233
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
HCR Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Allegiant Private Advisors, LLC 330.04%0.06%0.10%Q4 2020Q2 20213
TFB Advisors LLC 330.23%0.24%0.25%Q4 2022Q2 20233
Riverpoint Wealth Management Holdings, LLC 330.18%0.18%0.18%Q1 2023Q3 20233
Parametric Risk Advisors LLC 330.06%0.06%0.06%Q2 2013Q4 20133
Delta Dental Plan of Michigan, Inc. 332.98%4.89%8.58%Q4 2017Q2 20183
Cutter & CO Brokerage, Inc. 330.09%0.13%0.15%Q2 2016Q4 20163
Tilson Financial Group, Inc. 210.31%0.34%0.35%Q4 2022Q3 20233
New England Investment & Retirement Group, Inc. 210.09%0.79%1.19%Q1 2015Q1 20203
SANDERS MORRIS HARRIS LLC 330.09%0.10%0.11%Q1 2016Q3 20163
Raab & Moskowitz Asset Management LLC 110.01%0.02%0.04%Q4 2014Q4 20193
Pinnacle Private Wealth, LLC 330.20%0.26%0.34%Q4 2021Q2 20223
Regis Acquisition Inc. 330.45%0.51%0.55%Q1 2023Q3 20233
Financial Avengers, Inc. 330.04%0.17%0.30%Q1 2023Q3 20233
Axiom Investment Management LLC 330.07%0.15%0.27%Q4 2018Q2 20193
ML & R WEALTH MANAGEMENT LLC 330.34%0.46%0.68%Q3 2022Q1 20233
Crosspoint Capital Strategies, LLC 330.07%0.14%0.21%Q1 2015Q3 20153
Advisory Resource Group 210.09%0.12%0.16%Q3 2020Q2 20213
Pacific Wealth Strategies Group, Inc. 330.48%0.57%0.72%Q1 2023Q3 20233
Rockwood Wealth Management, LLC 330.23%0.37%0.45%Q4 2021Q2 20223
SWEENEY & MICHEL, LLC 330.26%0.28%0.30%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2021Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
RPg Family Wealth Advisory, LLC 210.02%0.02%0.03%Q2 2016Q3 20193
Strata Wealth Advisors, LLC 210.91%0.97%1.01%Q4 2022Q3 20233
3Chopt Investment Partners, LLC 330.32%0.58%0.86%Q4 2022Q2 20233
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Stonehage Fleming Financial Services Holdings Ltd 220.01%0.03%0.05%Q2 2023Q3 20232
TBH Global Asset Management, LLC 220.08%0.09%0.10%Q4 2019Q1 20202
Thomasville National Bank 110.02%0.03%0.04%Q1 2015Q3 20172
Gilman Hill Asset Management, LLC 220.05%0.06%0.06%Q2 2022Q3 20222
Sterling Global Strategies LLC 111.35%26.78%52.22%Q3 2015Q4 20182
Fiduciary Planning LLC 110.02%0.32%0.63%Q4 2019Q3 20202
Banque Cantonale Vaudoise 220.00%0.01%0.01%Q1 2023Q2 20232
Peninsula Wealth, LLC 220.24%0.24%0.25%Q2 2020Q3 20202
Wright Fund Management, LLC 225.78%7.04%8.30%Q1 2023Q2 20232
PFG Private Wealth Management, LLC 110.00%0.02%0.04%Q3 2021Q1 20232
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2015Q4 20212
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 220.30%0.35%0.40%Q4 2021Q1 20222
First Citizens Financial Corp 220.33%0.37%0.40%Q2 2023Q3 20232
Moneda S.A. Administradora General de Fondos 220.55%0.90%1.24%Q2 2023Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.04%0.53%1.02%Q4 2020Q4 20222
Redhawk Wealth Advisors, Inc. 110.00%1.64%3.28%Q2 2019Q1 20232
ACIMA PRIVATE WEALTH, LLC 110.00%0.02%0.05%Q4 2018Q3 20212
Copperleaf Capital, LLC 110.24%0.28%0.32%Q4 2022Q3 20232
SENTINEL PENSION ADVISORS INC 220.12%0.12%0.12%Q1 2023Q2 20232
Carlyle Group Inc. 220.04%0.05%0.05%Q4 2014Q1 20152
Summit Wealth Group, LLC 2210.05%11.60%13.15%Q1 2023Q2 20232
EPG Wealth Management LLC 220.05%0.07%0.09%Q4 2019Q1 20202
Blue Zone Wealth Advisors, LLC 220.21%0.28%0.35%Q1 2020Q2 20202
Goodwin Investment Advisory 110.00%0.05%0.10%Q2 2022Q4 20222
WNY Asset Management, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Anfield Capital Management, LLC 110.01%1.21%2.42%Q4 2019Q4 20202
Aprio Wealth Management, LLC 220.13%0.15%0.16%Q2 2021Q3 20212
AFT, FORSYTH & COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Timber Creek Capital Management LLC 220.06%0.06%0.06%Q2 2013Q3 20132
Total Clarity Wealth Management, Inc. 220.11%0.15%0.19%Q1 2022Q2 20222
Consolidated Planning Corp 220.05%0.07%0.10%Q2 2023Q3 20232
Danda Trouve Investment Management, Inc. 220.01%0.02%0.02%Q4 2019Q1 20202
THOMPSON DAVIS & CO., INC. 220.03%0.03%0.03%Q3 2014Q4 20142
Spotlight Asset Group, Inc. 220.08%0.10%0.12%Q2 2021Q3 20212
Sentinus, LLC 221.27%1.33%1.38%Q1 2023Q2 20232
Davis Capital Management 220.04%0.04%0.05%Q1 2020Q2 20202
Alera Investment Advisors, LLC 220.02%0.02%0.03%Q4 2018Q1 20192
Legacy Wealth Management, Inc 110.01%0.15%0.28%Q4 2016Q1 20182
Rocaton Investment Advisors, LLC 225.80%7.52%9.24%Q4 2017Q1 20182
Confluence Wealth Management LLC 220.10%0.10%0.10%Q1 2017Q2 20172
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.04%0.05%Q1 2022Q3 20222
First Allied Asset Management, Inc. 110.08%0.32%0.57%Q2 2013Q3 20142
Planned Solutions, Inc. 220.17%0.24%0.31%Q3 2020Q4 20202
Shelter Mutual Insurance Co 221.35%1.42%1.49%Q2 2023Q3 20232
Crew Capital Management, Ltd. 223.14%3.74%4.34%Q2 2023Q3 20232
PALLADIUM PARTNERS LLC 220.03%0.03%0.03%Q3 2021Q4 20212
JD Financial Services Inc. 220.44%0.50%0.56%Q4 2020Q1 20212
Busey Bank 110.01%0.01%0.01%Q4 2019Q4 20222
Altus Wealth Group LLC 110.01%0.09%0.17%Q4 2020Q3 20232
McCarthy Asset Management, Inc. 220.04%0.05%0.05%Q1 2021Q2 20212
Vision Capital Management, Inc. 220.06%0.07%0.09%Q1 2023Q2 20232
Madison Wealth Partners, Inc 220.14%0.14%0.14%Q4 2020Q1 20212
COWA, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
ShoreHaven Wealth Partners, LLC 220.10%0.10%0.10%Q4 2020Q1 20212
Crestone Asset Management LLC 221.30%1.72%2.15%Q2 2016Q3 20162
Thrive Capital Management, LLC 220.13%0.20%0.28%Q4 2022Q1 20232
ADE, LLC 110.01%0.14%0.26%Q2 2021Q4 20212
CONNABLE OFFICE INC 112.44%3.23%4.02%Q4 2022Q3 20232
BADGLEY PHELPS & BELL INC 220.01%0.01%0.01%Q1 2021Q2 20212
Marquette Asset Management, LLC 220.30%0.30%0.30%Q4 2021Q1 20222
Tradeworx Inc. 110.11%0.21%0.30%Q2 2013Q1 20142
Willis Johnson & Associates, Inc. 110.03%0.07%0.12%Q4 2020Q1 20222
Naviter Wealth, LLC 110.10%0.15%0.20%Q4 2022Q2 20232
Better Money Decisions, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
1st Global Advisors, Inc. 220.55%0.55%0.55%Q1 2017Q2 20172
Financial Gravity Companies, Inc. 110.03%2.21%4.40%Q1 2018Q4 20182
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.22%0.22%0.22%Q2 2022Q3 20222
Heartland Bank & Trust Co 220.75%1.28%1.82%Q1 2023Q2 20232
Alliance Wealth Management Group 220.16%0.16%0.16%Q3 2016Q4 20162
DIVIDEND ASSETS CAPITAL, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
University of Maryland Foundation, Inc. 2216.15%22.81%29.47%Q4 2019Q1 20202
Fund Evaluation Group, LLC 220.12%2.25%4.38%Q4 2019Q1 20202
Innova Wealth Partners 220.21%0.21%0.22%Q4 2021Q1 20222
Perennial Advisors, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Ironwood Financial, llc 220.00%0.00%0.00%Q4 2020Q1 20212
Badgley Phelps Wealth Managers, LLC 220.02%0.03%0.04%Q3 2021Q4 20212
True Capital Management 220.30%0.30%0.31%Q4 2022Q1 20232
USA FINANCIAL FORMULAS 110.42%0.73%1.04%Q2 2016Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.14%0.14%0.15%Q4 2021Q1 20222
WEALTH EFFECTS LLC 220.10%0.13%0.16%Q2 2023Q3 20232
UNIONVIEW, LLC 220.23%0.23%0.24%Q4 2021Q1 20222
Sandy Cove Advisors, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
Premia Global Advisors, LLC 220.03%0.04%0.05%Q1 2018Q2 20182
ODonnell Financial Services, LLC 220.09%0.10%0.10%Q3 2021Q4 20212
Waterloo Capital, L.P. 110.07%0.16%0.24%Q1 2020Q1 20232
Shepherd Financial Partners LLC 220.06%0.06%0.06%Q2 2018Q3 20182
Divergent Planning, LLC 110.22%0.22%0.22%Q4 2021Q2 20232
Wind River Trust Co 220.22%0.60%0.98%Q1 2013Q2 20132
Econ Financial Services Corp 220.29%0.33%0.36%Q3 2022Q4 20222
Moss Adams Wealth Advisors LLC 110.02%0.07%0.12%Q4 2022Q3 20232
Cardan Capital Partners, LLC 110.02%0.03%0.04%Q1 2019Q1 20212
Quent Capital, LLC 220.17%0.18%0.19%Q4 2021Q1 20222
Tyler-Stone Wealth Management 110.00%0.01%0.02%Q4 2021Q3 20232
Simplicity Wealth,LLC 110.21%0.21%0.22%Q4 2022Q3 20232
Foresight Wealth Management, LLC 220.03%0.04%0.04%Q3 2019Q4 20192
BancFirst Trust & Investment Management 226.24%6.34%6.45%Q3 2023Q4 20232
Sicart Associates LLC 220.16%0.16%0.17%Q2 2018Q3 20182
Cedar Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Monument Capital Management 110.00%0.00%0.00%Q1 2018Q3 20182
Holistic Financial Partners 110.00%0.06%0.12%Q1 2018Q4 20212
LOWERY THOMAS, LLC 221.84%1.94%2.04%Q4 2021Q1 20222
Ballew Advisors, Inc 220.01%0.02%0.02%Q2 2018Q3 20182
Walker Asset Management, LLC 220.17%0.18%0.19%Q4 2021Q1 20222
Sage Investment Advisers LLC 224.30%4.34%4.38%Q2 2022Q3 20222
Smart Money Group LLC 220.17%0.17%0.18%Q4 2021Q1 20222
LYELL WEALTH MANAGEMENT, LP 220.18%0.19%0.20%Q4 2016Q1 20172
Reynolds Investment Management, Inc. 224.65%6.03%7.40%Q1 2022Q2 20222
Plan Group Financial, LLC 221.12%2.74%4.37%Q2 2023Q3 20232
Global Assets Advisory, LLC 220.25%0.26%0.26%Q3 2022Q4 20222
Dunhill Financial, LLC 221.23%1.25%1.28%Q2 2023Q3 20232
DRIVE WEALTH MANAGEMENT, LLC 220.22%0.22%0.22%Q4 2021Q1 20222
ADVISOR PARTNERS II, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
UNIQUE WEALTH, LLC 220.20%0.22%0.24%Q2 2023Q3 20232
Retirement Investment Advisors, Inc. 220.11%0.15%0.19%Q4 2022Q1 20232
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q1 20222
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.02%0.11%0.19%Q3 2022Q4 20222
Rooted Wealth Advisors, Inc. 220.15%0.15%0.15%Q1 2023Q2 20232
New England Capital Financial Advisors LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SILVERLAKE WEALTH MANAGEMENT LLC 220.18%0.21%0.24%Q2 2023Q3 20232
Strait & Sound Wealth Management LLC 220.22%0.23%0.24%Q4 2022Q1 20232
Values Added Financial LLC 224.60%5.01%5.42%Q2 2023Q3 20232
ZRC WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Columbus Macro, LLC 221.46%1.61%1.77%Q2 2022Q3 20222
Abacus Wealth Partners, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
First Command Financial Services, Inc. 110.00%0.03%0.06%Q4 2018Q3 20212
Impact Partnership Wealth, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 225.07%5.22%5.36%Q2 2023Q3 20232
UNION SAVINGS BANK 220.01%0.01%0.02%Q2 2023Q3 20232
MYECFO, LLC 220.17%0.61%1.04%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 227.50%8.04%8.57%Q2 2023Q3 20232
SEVEN MILE ADVISORY 221.22%1.29%1.36%Q2 2023Q3 20232
Certus Wealth Management, LLC 228.91%9.03%9.15%Q2 2023Q3 20232
PFW Advisors LLC 221.98%2.03%2.08%Q2 2023Q3 20232
CGC Financial Services, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Exchange Bank 221.42%1.46%1.49%Q2 2023Q3 20232
Bristlecone Advisors, LLC 220.13%0.25%0.37%Q2 2023Q3 20232
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 111.12%1.36%1.60%Q3 2013Q1 20152
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.04%Q2 2013Q3 20132
MCRAE CAPITAL MANAGEMENT INC 220.07%0.07%0.08%Q4 2020Q1 20212
First Command Bank 220.06%0.06%0.06%Q3 2021Q4 20212
Stadion Money Management, LLC 224.71%5.51%6.31%Q4 2015Q1 20162
MARSHALL WACE, LLP 110.00%0.01%0.01%Q1 2022Q4 20222
Northland Capital Management LLC 110.32%0.91%1.49%Q4 2021Q3 20222
Yorktown Management & Research Co Inc 220.06%0.06%0.07%Q4 2015Q1 20162
Laffer Tengler Investments, Inc. 220.02%0.02%0.02%Q2 2020Q3 20202
FMA ADVISORY INC 110.01%0.16%0.31%Q4 2014Q2 20152
UNITED BANK 220.05%0.05%0.05%Q3 2021Q4 20212
WEIK CAPITAL MANAGEMENT 220.12%0.12%0.12%Q3 2016Q4 20162
Heritage Trust Co 220.01%0.01%0.02%Q3 2017Q4 20172
STRALEM & CO INC 220.10%0.11%0.11%Q1 2020Q2 20202
NORTHWESTERN MUTUAL LIFE INSURANCE CO 2210.66%10.83%11.00%Q2 2013Q3 20132
STOCK YARDS BANK & TRUST CO 220.06%0.06%0.07%Q2 2016Q3 20162
NOESIS CAPITAL MANGEMENT CORP 220.05%0.05%0.05%Q2 2021Q3 20212
Crescent Capital Consulting, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CUMBERLAND ADVISORS INC 110.05%0.08%0.11%Q3 2021Q3 20232
Avalon Investment & Advisory 110.01%0.01%0.01%Q1 2022Q1 20232
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Shilanski & Associates, Inc. 110.09%0.18%0.28%Q1 2022Q3 20222
Mariner Wealth Advisors-Madison, LLC 220.00%0.00%0.01%Q2 2013Q3 20132
BECKER CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.04%0.06%0.06%Q4 2019Q1 20202
QCM Cayman, Ltd. 110.61%1.96%3.32%Q1 2021Q4 20212
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q1 2013Q3 20132
American Financial Network Advisory Services LLC 220.07%0.14%0.22%Q3 2017Q4 20172
FIRST NATIONAL CORP /MA/ /ADV 220.03%0.03%0.04%Q4 2018Q1 20192
VESTOR CAPITAL, LLC 110.03%0.03%0.03%Q2 2017Q3 20232
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q2 20232
FIRST TRUST ADVISORS LP 220.00%0.01%0.01%Q1 2020Q2 20202
Bellwether Investment Group, LLC 220.03%0.07%0.10%Q4 2016Q1 20172
STANCORP INVESTMENT ADVISERS INC 220.06%0.06%0.06%Q4 2014Q1 20152
NatWest Group plc 110.02%0.03%0.04%Q1 2015Q3 20152
BBVA USA 220.05%0.06%0.07%Q2 2021Q3 20212
ROCKLAND TRUST CO 220.07%0.07%0.08%Q3 2019Q4 20192
SENTINEL TRUST CO LBA 220.03%0.03%0.03%Q4 2021Q1 20222
Strategic Wealth Partners Group, LLC 110.05%0.08%0.10%Q4 2016Q3 20212
MARINO, STRAM & ASSOCIATES LLC 220.00%0.03%0.06%Q4 2017Q1 20182
Legacy Capital Wealth Partners, LLC 110.08%0.10%0.12%Q1 2023Q3 20232
Penserra Capital Management LLC 110.00%0.00%0.01%Q2 2019Q1 20202
Fairhaven Wealth Management, LLC 220.10%0.12%0.14%Q2 2023Q3 20232
Edge Capital Group, LLC 220.05%0.08%0.10%Q4 2021Q1 20222
Sound View Wealth Advisors, LLC 220.18%0.22%0.26%Q4 2018Q1 20192
Galibier Capital Management Ltd. 220.06%0.07%0.08%Q4 2019Q1 20202
Princeton Global Asset Management LLC 220.29%0.36%0.42%Q1 2020Q2 20202
Cranberry Lake Advisors LLC 221.17%1.19%1.20%Q2 2018Q3 20182
Jordan Park Group LLC 220.44%0.45%0.46%Q2 2023Q3 20232
EWG Elevate Inc. 110.03%0.40%0.77%Q4 2019Q4 20222
JBJ Investment Partners, LLC 220.13%0.13%0.13%Q2 2021Q3 20212
Idaho Trust Bank 220.64%0.65%0.65%Q2 2023Q3 20232
TELEMUS CAPITAL, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
OSTERWEIS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
Sand Hill Global Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.28%0.28%0.28%Q1 2023Q1 20231
Grant Street Asset Management, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
Financial Council Asset Management Inc 115.53%5.53%5.53%Q4 2022Q4 20221
Lifeworks Advisors, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arista Wealth Management, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Twelve Points Wealth Management LLC 110.79%0.79%0.79%Q3 2023Q3 20231
FIDUCIARY SERVICES CORP/GA 110.24%0.24%0.24%Q1 2015Q1 20151
FINANCIAL CONSULATE, INC 110.09%0.09%0.09%Q3 2023Q3 20231
Financial Sense Advisors, Inc. 110.23%0.23%0.23%Q2 2022Q2 20221
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Regency Capital Management Inc.\DE 110.01%0.01%0.01%Q4 2021Q4 20211
Evergreen Wealth Management, LLC 114.75%4.75%4.75%Q4 2022Q4 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
BCM ADVISORS, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.16%0.16%0.16%Q2 2016Q2 20161
Compass Wealth Management LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Benedetti & Gucer, Inc. 111.49%1.49%1.49%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 114.63%4.63%4.63%Q1 2021Q1 20211
Connectus Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Leelyn Smith, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
True Wealth Design, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Keel Point, LLC 110.28%0.28%0.28%Q1 2022Q1 20221
Ullmann Wealth Partners Group, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Hotaling Investment Management, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DEFINED WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ALPHASIMPLEX GROUP, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
25 LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Beacon Wealthcare LLC 110.85%0.85%0.85%Q4 2023Q4 20231
Werba Rubin Papier Wealth Management 110.07%0.07%0.07%Q2 2023Q2 20231
Walleye Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q3 2019Q3 20191
Kowal Investment Group, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Rafferty Asset Management, LLC 110.70%0.70%0.70%Q2 2013Q2 20131
ROSENBLUM SILVERMAN SUTTON S F INC /CA 110.10%0.10%0.10%Q1 2020Q1 20201
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Tacita Capital Inc 110.05%0.05%0.05%Q4 2020Q4 20201
Berkshire Money Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Pine Valley Investments Ltd Liability Co 110.04%0.04%0.04%Q1 2023Q1 20231
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TLW Wealth Management, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Newman Dignan & Sheerar, Inc. 110.09%0.09%0.09%Q2 2020Q2 20201
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Compass Ion Advisors, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Peak Financial Management, Inc. 110.13%0.13%0.13%Q4 2015Q4 20151
Trivant Custom Portfolio Group, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
ABNER HERRMAN & BROCK LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Team Financial Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MEITAV INVESTMENT HOUSE LTD 110.04%0.04%0.04%Q1 2018Q1 20181
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Long Road Investment Counsel, LLC 110.22%0.22%0.22%Q3 2017Q3 20171
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First County Bank /CT/ 110.15%0.15%0.15%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Roof Eidam Maycock Peralta, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Rezny Wealth Management, Inc. 110.27%0.27%0.27%Q2 2023Q2 20231
Key Bridge Compliance, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Pathlight Investors LLC 110.25%0.25%0.25%Q4 2018Q4 20181
MRA Associates USA LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Carlsbad Wealth Advisory Group, Inc. 110.46%0.46%0.46%Q2 2023Q2 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Spectrum Financial Alliance Ltd LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Lee Capital Holdings LLC 110.19%0.19%0.19%Q4 2020Q4 20201
Osbon Capital Management LLC 111.12%1.12%1.12%Q2 2019Q2 20191
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SOL Capital Management CO 110.64%0.64%0.64%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.21%0.21%0.21%Q3 2020Q3 20201
Global Index Advisors Inc 110.35%0.35%0.35%Q2 2014Q2 20141
J2 Capital Management Inc 110.89%0.89%0.89%Q2 2022Q2 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
WFA Asset Management Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Cobblestone Asset Management LLC 1113.84%13.84%13.84%Q3 2023Q3 20231
Constant Guidance Financial LLC 110.99%0.99%0.99%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.40%0.40%0.40%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.98%0.98%0.98%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.66%0.66%0.66%Q3 2023Q3 20231
INTEGRATED CAPITAL MANAGEMENT, INC. 110.22%0.22%0.22%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ROGCO, LP 117.23%7.23%7.23%Q3 2023Q3 20231
Novak Financial Planning, LLC 110.60%0.60%0.60%Q2 2021Q2 20211
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
NEOS Investment Management LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Mader & Shannon Wealth Management, Inc. 117.32%7.32%7.32%Q2 2016Q2 20161
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
McClarren Financial Advisors, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
LifeSteps Financial, Inc. 110.32%0.32%0.32%Q3 2022Q3 20221
LOWE BROCKENBROUGH & CO INC 110.02%0.02%0.02%Q3 2022Q3 20221
Parcion Private Wealth LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Cornerstone Investment Partners, LLC 111.88%1.88%1.88%Q3 2023Q3 20231
Town & Country Bank & Trust CO dba First Bankers Trust CO 110.08%0.08%0.08%Q4 2020Q4 20201
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2013Q4 20131
Allen Investment Management, LLC 110.68%0.68%0.68%Q3 2015Q3 20151
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Sepio Capital, LP 110.06%0.06%0.06%Q2 2023Q2 20231
Choice Wealth Advisors, LLC 111.81%1.81%1.81%Q2 2022Q2 20221
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Telos Capital Management, Inc. 110.16%0.16%0.16%Q1 2014Q1 20141
Paradigm Financial Advisors, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Sightline Wealth Advisors, LLC 112.69%2.69%2.69%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.26%0.26%0.26%Q1 2019Q1 20191
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q3 2019Q3 20191
TCG Advisory Services, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Legal Advantage Investments, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Maple Capital Management, Inc. 110.08%0.08%0.08%Q3 2014Q3 20141
Briaud Financial Planning, Inc 110.44%0.44%0.44%Q3 2022Q3 20221
ForthRight Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
WELCH & FORBES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Commonwealth Financial Services, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Cooper Financial Group 110.36%0.36%0.36%Q4 2020Q4 20201
BANK OF THE WEST 110.04%0.04%0.04%Q3 2017Q3 20171
Legend Financial Advisors, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
Lake Hills Wealth Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
MFA WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
1607 Capital Partners, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.31%0.31%0.31%Q1 2022Q1 20221
Rock Point Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q1 2015Q1 20151
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.08%0.08%0.08%Q3 2019Q3 20191
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CIBC Private Wealth Group, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RUSHMORE INVESTMENT ADVISORS, INC. 110.68%0.68%0.68%Q2 2013Q2 20131
GUGGENHEIM CAPITAL LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 111.24%1.24%1.24%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Firestone Capital Management 110.00%0.00%0.00%Q4 2020Q4 20201
Higher Moment Aurora Fund, LP 1125.55%25.55%25.55%Q3 2017Q3 20171
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
GENWORTH FINANCIAL INC 111.77%1.77%1.77%Q2 2013Q2 20131
Ruane, Cunniff & Goldfarb 110.01%0.01%0.01%Q4 2016Q4 20161
Cypress Wealth Advisors LLC 110.58%0.58%0.58%Q1 2019Q1 20191
Platform Technology Partners 110.13%0.13%0.13%Q3 2022Q3 20221
Tuttle Capital Management, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SECURITY ASSET MANAGEMENT 110.96%0.96%0.96%Q1 2023Q1 20231
Carlson Capital Management 110.04%0.04%0.04%Q1 2021Q1 20211
RKL Wealth Management LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Cypress Point Wealth Management, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
IAM Advisory, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Mokosak Advisory Group, LLC 112.32%2.32%2.32%Q3 2022Q3 20221
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BRR OpCo, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Reby Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
Madrona Financial Services, LLC 110.22%0.22%0.22%Q4 2016Q4 20161
Ethic Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
ROVIN CAPITAL /UT/ /ADV 110.18%0.18%0.18%Q4 2019Q4 20191
CAMDEN NATIONAL CORP 110.06%0.06%0.06%Q1 2021Q1 20211
MCIA Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Principal Street Partners, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Aevitas Wealth Management, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
LAKE STREET PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SMH CAPITAL ADVISORS INC 111.02%1.02%1.02%Q1 2019Q1 20191
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
United Asset Strategies, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FIRST FINANCIAL EQUITY CORPORATION 111.36%1.36%1.36%Q1 2017Q1 20171
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2013Q3 20131
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.07%0.07%0.07%Q3 2023Q3 20231
TEXAS TREASURY SAFEKEEPING TRUST CO 1112.29%12.29%12.29%Q3 2023Q3 20231
Kinloch Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Horst & Graben Wealth Management LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Rikoon Group, LLC 110.40%0.40%0.40%Q3 2016Q3 20161
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
LEUTHOLD GROUP, LLC 110.72%0.72%0.72%Q2 2013Q2 20131
Power Corp of Canada 110.50%0.50%0.50%Q1 2022Q1 20221
Hoxton Financial, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
Aaron Wealth Advisors LLC 110.06%0.06%0.06%Q1 2023Q1 20231
KMG FIDUCIARY PARTNERS, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Pacific Life Fund Advisors LLC 118.51%8.51%8.51%Q3 2023Q3 20231
NEXT Financial Holdings 110.16%0.16%0.16%Q1 2019Q1 20191
KANAWHA CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Glaxis Capital Management, LLC 111.72%1.72%1.72%Q3 2014Q3 20141
SMITH CHAS P & ASSOCIATES PA CPAS 110.02%0.02%0.02%Q4 2021Q4 20211
RBO & CO LLC 110.08%0.08%0.08%Q2 2018Q2 20181
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.90%0.90%0.90%Q2 2020Q2 20201
RGT Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Brickley Wealth Management 110.08%0.08%0.08%Q4 2019Q4 20191
GREENWOOD CAPITAL ASSOCIATES LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Auxano Advisors, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
LEO BROKERAGE, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
MILLIE CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q2 2016Q2 20161
KELLEHER FINANCIAL ADVISORS 110.17%0.17%0.17%Q3 2020Q3 20201
Crumly & Associates Inc. 110.11%0.11%0.11%Q2 2023Q2 20231
Cornerstone Wealth Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Flower City Capital 1115.95%15.95%15.95%Q4 2022Q4 20221
CAPSTONE ASSET MANAGEMENT CO 110.02%0.02%0.02%Q4 2013Q4 20131
Cohen Capital Management, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
Goelzer Investment Management, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
High Note Wealth, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Syverson Strege & Co 110.01%0.01%0.01%Q3 2022Q3 20221
Lowe Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FURE FINANCIAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q1 2018Q1 20181
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Colonial Trust Advisors 110.01%0.01%0.01%Q3 2022Q3 20221
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q4 2017Q4 20171
BANYAN CAPITAL MANAGEMENT, INC. 110.10%0.10%0.10%Q4 2018Q4 20181
Carnick & Kubik, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Ferris Capital, LLC 110.46%0.46%0.46%Q2 2021Q2 20211
HMS Capital Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
PNC Managed Account Solutions, Inc. 110.76%0.76%0.76%Q2 2021Q2 20211
VAN STRUM & TOWNE INC. 110.10%0.10%0.10%Q3 2021Q3 20211
PATTON FUND MANAGEMENT, INC. 110.61%0.61%0.61%Q4 2022Q4 20221
BSW Wealth Partners 110.16%0.16%0.16%Q1 2023Q1 20231
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Parisi Gray Wealth Management 110.05%0.05%0.05%Q2 2021Q2 20211
Quantum Capital Management, LLC / NJ 119.87%9.87%9.87%Q3 2017Q3 20171
Essex Private Wealth Management, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
USCA RIA LLC 110.12%0.12%0.12%Q2 2013Q2 20131
INVESTMENT HOUSE LLC 110.19%0.19%0.19%Q2 2014Q2 20141
Lanham O'Dell & Company, Inc. 111.43%1.43%1.43%Q2 2022Q2 20221
Asset Management Resources, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.07%0.07%0.07%Q3 2023Q3 20231
Huber Financial Advisors, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Permit Capital Advisors, LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Relaxing Retirement Coach 110.14%0.14%0.14%Q2 2023Q2 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Atlas Financial Advisors, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
Safeguard Financial, LLC 110.80%0.80%0.80%Q1 2022Q1 20221
HARTLINE INVESTMENT CORP/ 111.59%1.59%1.59%Q3 2022Q3 20221
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Fortune 45 LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Element Wealth, LLC 110.42%0.42%0.42%Q3 2022Q3 20221
Bill Few Associates, Inc. 110.12%0.12%0.12%Q1 2023Q1 20231
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Astoria Portfolio Advisors LLC. 110.15%0.15%0.15%Q4 2022Q4 20221
Claybrook Capital, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Sugarloaf Wealth Management, LLC 112.22%2.22%2.22%Q3 2023Q3 20231
Well Done, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RETIREMENT GUYS FORMULA LLC 110.22%0.22%0.22%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Northwest Bank & Trust Co 110.35%0.35%0.35%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.01%0.01%0.01%Q2 2023Q2 20231
CAPITAL WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Mid-American Wealth Advisory Group, Inc. 111.02%1.02%1.02%Q2 2023Q2 20231
Planning Center, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
VANCE WEALTH, INC. 110.20%0.20%0.20%Q4 2022Q4 20221
Kessler Investment Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Tevis Investment Management 110.00%0.00%0.00%Q4 2021Q4 20211
Peterson Wealth Advisors, LLC 110.47%0.47%0.47%Q4 2017Q4 20171
BOSTON FINANCIAL MANGEMENT LLC 110.03%0.03%0.03%Q3 2016Q3 20161
GDS Wealth Management 110.05%0.05%0.05%Q1 2022Q1 20221
Paradigm Capital Management, LLC/NV 110.50%0.50%0.50%Q4 2021Q4 20211
Faithward Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Renasant Bank 110.29%0.29%0.29%Q4 2022Q4 20221
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AI Financial Services LLC 1118.63%18.63%18.63%Q4 2018Q4 20181
MIDDLETON & CO INC/MA 110.03%0.03%0.03%Q3 2023Q3 20231
Divergent Wealth Advisors 110.39%0.39%0.39%Q4 2018Q4 20181
JOURNEY STRATEGIC WEALTH LLC 110.02%0.02%0.02%Q4 2021Q4 20211
All Terrain Financial Advisors, LLC 110.09%0.09%0.09%Q4 2017Q4 20171
Hamilton Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Parasol Investment Management, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Essential Planning, LLC. 110.14%0.14%0.14%Q3 2023Q3 20231
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
AIRE ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Texas Capital Bank Wealth Management Services Inc 110.05%0.05%0.05%Q3 2023Q3 20231
Allen Capital Group, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
STAPP WEALTH MANAGEMENT, PLLC 110.02%0.02%0.02%Q3 2022Q3 20221
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
True North Advisors, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Johnson Midwest Financial, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
TLWM 110.22%0.22%0.22%Q4 2017Q4 20171
Lantz Financial LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Widmann Financial Services, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Good Harbor Financial, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Transparent Wealth Partners LLC 114.25%4.25%4.25%Q2 2022Q2 20221
MV CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
WALLER FINANCIAL PLANNING GROUP, INC 110.06%0.06%0.06%Q1 2023Q1 20231
Peak Asset Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Summit Financial Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
CFO4Life, L.P. 110.30%0.30%0.30%Q4 2022Q4 20221
Align Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Fulcrum Equity Management 110.51%0.51%0.51%Q3 2023Q3 20231
CarsonAllaria Wealth Management, Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
BURNS J W & CO INC/NY 110.41%0.41%0.41%Q3 2023Q3 20231
Family Investment Center, Inc. 110.13%0.13%0.13%Q2 2023Q2 20231
Adventist Health System/ West 111.20%1.20%1.20%Q4 2018Q4 20181
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
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.