VANGUARD MALVERN FDS shareholder history

Current and past VANGUARD MALVERN FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
Windham Capital Management, LLC 42420.73%2.90%6.56%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.15%1.72%5.27%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.12%0.58%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.05%0.15%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.10%0.27%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.06%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.03%0.24%0.58%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42421.18%4.39%10.12%Q2 2013Q3 202342
MOTCO 42420.00%0.59%1.91%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.07%0.12%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.19%0.58%1.79%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.06%0.16%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.05%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.54%0.92%1.56%Q2 2013Q3 202342
Coastline Trust Co 42420.32%0.56%1.59%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.12%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 41410.00%0.03%0.12%Q3 2013Q3 202341
WASHINGTON TRUST BANK 41410.08%0.19%0.68%Q3 2013Q3 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 41410.27%6.85%10.61%Q3 2013Q3 202341
GOULD ASSET MANAGEMENT LLC /CA/ 41410.17%1.23%4.42%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28120.10%0.70%2.40%Q3 2013Q3 202340
First Horizon Advisors, Inc. 40400.00%0.05%0.15%Q4 2013Q3 202340
WELLS FARGO & COMPANY/MN 40400.00%0.03%0.10%Q4 2013Q3 202340
TRUST CO OF VERMONT 40400.01%0.65%2.05%Q4 2013Q3 202340
ALESCO ADVISORS LLC 30102.78%3.70%4.74%Q3 2013Q3 202340
Regal Investment Advisors LLC 2710.00%0.32%1.44%Q2 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.00%0.20%1.30%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.02%0.97%3.16%Q1 2014Q3 202339
Cranbrook Wealth Management, LLC 39390.14%0.53%0.82%Q1 2014Q3 202339
US BANCORP \DE\ 3720.00%0.04%0.11%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.04%0.10%Q1 2014Q3 202339
ASSETMARK, INC 3810.00%0.24%1.88%Q3 2013Q3 202339
Sensible Financial Planning & Management, LLC. 37370.68%3.61%13.74%Q3 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.01%Q3 2014Q3 202337
CITIGROUP INC 3240.00%0.01%0.02%Q3 2014Q3 202336
Klingman & Associates, LLC 36360.24%4.04%7.95%Q4 2014Q3 202336
Evanson Asset Management, LLC 3420.03%0.09%0.20%Q2 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1020.00%0.00%0.00%Q4 2013Q3 202336
Raymond James Financial Services Advisors, Inc. 1410.00%0.12%0.52%Q3 2013Q3 202336
Wealth Architects, LLC 36360.49%0.77%1.16%Q4 2014Q3 202336
UBS Group AG 36360.00%0.03%0.12%Q4 2014Q3 202336
FIRST HAWAIIAN BANK 36360.16%0.82%1.81%Q4 2014Q3 202336
Betterment LLC 36360.73%1.31%1.81%Q4 2014Q3 202336
Vigilant Capital Management, LLC 2880.00%0.20%1.15%Q2 2013Q2 202336
SEI INVESTMENTS CO 36360.04%0.51%0.91%Q4 2014Q3 202336
DUNCKER STREETT & CO INC 20160.00%0.01%0.03%Q3 2014Q3 202336
Private Advisor Group, LLC 3140.00%0.15%0.58%Q4 2013Q3 202336
Alaska Permanent Capital Management 36362.03%3.47%6.93%Q4 2014Q3 202336
Mathes Company, Inc. 2520.10%0.17%0.35%Q4 2013Q3 202335
JPMORGAN CHASE & CO 3320.00%0.03%0.13%Q3 2013Q3 202335
Chesley Taft & Associates LLC 3230.11%0.18%0.29%Q2 2013Q3 202335
Barry Investment Advisors, LLC 35350.00%6.91%11.29%Q1 2015Q3 202335
FIDUCIARY TRUST CO 35350.14%1.37%3.12%Q1 2015Q3 202335
Summit Financial Strategies, Inc. 1590.06%4.89%11.61%Q4 2014Q3 202334
WEBSTER BANK, N. A. 2770.04%1.55%3.53%Q2 2013Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 34340.03%0.82%2.54%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.01%0.14%0.41%Q1 2015Q3 202334
Creative Planning 3210.00%0.04%0.16%Q3 2014Q3 202333
LINCOLN NATIONAL CORP 3210.02%0.06%0.11%Q1 2015Q3 202333
Janney Montgomery Scott LLC 33330.01%0.04%0.11%Q3 2015Q3 202333
Trust Co 33330.00%0.01%0.04%Q3 2015Q3 202333
Anchor Investment Management, LLC 32320.00%0.01%0.03%Q1 2016Q4 202332
Cetera Advisors LLC 1730.01%0.16%0.34%Q3 2013Q3 202332
Cetera Investment Advisers 32320.06%0.13%0.33%Q4 2015Q3 202332
Cetera Advisor Networks LLC 21110.01%0.06%0.22%Q3 2013Q3 202332
Willow Creek Wealth Management Inc. 3020.10%0.38%0.54%Q3 2015Q3 202332
SPC Financial, Inc. 22100.05%0.81%3.73%Q2 2013Q3 202332
Capital Investment Services of America, Inc. 32320.04%0.05%0.07%Q4 2015Q3 202332
HighTower Advisors, LLC 20110.00%0.12%0.29%Q4 2015Q3 202331
Modera Wealth Management, LLC 2470.02%0.98%5.06%Q4 2013Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.14%Q4 2015Q3 202331
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 31310.02%0.05%0.15%Q1 2016Q3 202331
Granite Investment Advisors, LLC 31310.22%0.81%1.36%Q1 2014Q3 202131
BlackRock Inc. 31310.00%0.00%0.02%Q4 2015Q2 202331
Avior Wealth Management, LLC 2560.04%0.12%0.25%Q4 2015Q3 202331
FARMERS & MERCHANTS INVESTMENTS INC 31310.10%0.46%0.85%Q1 2016Q3 202331
New England Private Wealth Advisors LLC 2730.04%0.06%0.09%Q4 2015Q3 202330
CABOT WEALTH MANAGEMENT INC 19110.05%0.47%1.52%Q3 2013Q3 202230
SCOTIA CAPITAL INC. 30300.00%0.05%0.12%Q2 2016Q3 202330
Geneos Wealth Management Inc. 2280.00%0.14%0.28%Q1 2016Q3 202330
CAHILL FINANCIAL ADVISORS INC 30300.09%0.16%0.21%Q2 2016Q3 202330
Sigma Planning Corp 2540.03%0.05%0.17%Q4 2015Q3 202329
Zhang Financial LLC 2180.03%0.13%0.24%Q2 2014Q4 202229
First Allied Advisory Services, Inc. 29290.03%0.33%0.63%Q3 2013Q3 202029
Citadel Advisors 1110.00%0.00%0.01%Q4 2014Q3 202329
CAPTRUST FINANCIAL ADVISORS 2610.00%0.01%0.04%Q4 2015Q3 202329
BLAIR WILLIAM & CO/IL 29290.00%0.01%0.02%Q3 2016Q3 202329
Parallel Advisors, LLC 28280.00%0.05%0.12%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.29%0.65%1.02%Q4 2016Q3 202328
Cedar Wealth Management, LLC 28280.19%1.11%2.34%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.17%0.28%0.63%Q1 2016Q4 202228
Ifrah Financial Services, Inc. 28280.57%0.70%1.23%Q4 2016Q3 202328
Freedom Investment Management, Inc. 28280.05%0.27%0.61%Q4 2016Q3 202328
Baird Financial Group, Inc. 1640.00%0.01%0.03%Q1 2016Q3 202328
FDx Advisors, Inc. 2410.01%0.34%1.07%Q2 2015Q3 202328
Stratos Wealth Partners, LTD. 28280.01%0.02%0.11%Q4 2016Q3 202328
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1990.00%0.04%0.09%Q2 2015Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.05%0.40%1.19%Q4 2016Q3 202328
Pekin Hardy Strauss, Inc. 27270.04%0.32%0.68%Q1 2017Q3 202327
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.00%0.90%1.23%Q1 2017Q3 202327
Stratford Consulting, LLC 16110.15%0.34%0.51%Q2 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.08%0.25%Q2 2013Q4 201927
TWIN FOCUS CAPITAL PARTNERS, LLC 1890.09%0.96%3.82%Q4 2016Q3 202327
NORTHEAST INVESTMENT MANAGEMENT 1810.04%0.08%0.28%Q2 2013Q3 202327
JANE STREET GROUP, LLC 1310.00%0.02%0.07%Q3 2014Q3 202327
Newman Dignan & Sheerar, Inc. 17100.01%0.22%1.83%Q2 2016Q1 202327
MML INVESTORS SERVICES, LLC 27270.02%0.09%0.26%Q1 2017Q3 202327
Kohmann Bosshard Financial Services, LLC 2521.42%2.75%4.43%Q4 2016Q3 202327
BEESE FULMER INVESTMENT MANAGEMENT, INC. 14120.01%0.12%0.28%Q3 2016Q3 202326
CAPE ANN SAVINGS BANK 910.19%3.43%4.79%Q2 2015Q4 202226
Abbrea Capital, LLC 26260.09%3.94%6.63%Q2 2017Q3 202326
Colorado Capital Management, Inc. 2510.23%3.24%5.15%Q4 2015Q3 202326
WEDBUSH SECURITIES INC 15110.01%0.03%0.05%Q1 2017Q3 202326
Financial Architects, Inc 2240.18%1.41%3.57%Q4 2016Q2 202326
CHATHAM CAPITAL GROUP, INC. 26260.07%0.93%4.26%Q2 2017Q3 202326
Ballentine Partners, LLC 26260.01%0.25%0.58%Q2 2017Q3 202326
Chicago Partners Investment Group LLC 2510.06%0.09%0.15%Q1 2017Q3 202326
Valmark Advisers, Inc. 25251.62%4.66%6.49%Q3 2017Q3 202325
EFG Asset Management (Americas) Corp. 25250.05%0.46%1.42%Q1 2017Q1 202325
Horan Securities, Inc. 1870.05%1.28%4.38%Q1 2017Q2 202325
Morningstar Investment Services LLC 2140.00%0.21%0.40%Q3 2016Q3 202325
REDW Wealth LLC 2410.20%0.62%1.65%Q1 2017Q3 202325
Transamerica Financial Advisors, Inc. 1510.00%0.50%2.31%Q2 2015Q3 202325
Global Retirement Partners, LLC 1350.00%0.02%0.11%Q4 2016Q3 202325
Somerset Group LLC 13120.21%1.03%2.55%Q2 2013Q3 202325
CWM, LLC 1610.00%0.00%0.01%Q1 2017Q3 202325
WESBANCO BANK INC 1130.02%0.09%0.26%Q1 2017Q3 202325
Burt Wealth Advisors 25250.01%0.02%0.03%Q4 2014Q4 202025
Larson Financial Group LLC 24240.15%0.94%1.69%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.08%0.37%Q4 2017Q3 202324
DEUTSCHE BANK AG\ 2310.00%0.00%0.00%Q3 2013Q3 202324
PINNACLE ASSOCIATES LTD 1590.01%0.02%0.07%Q1 2016Q3 202224
Private Harbour Investment Management & Counsel, LLC 24240.24%0.51%0.82%Q4 2017Q3 202324
Lutz Financial Services LLC 24240.55%2.64%5.48%Q4 2017Q3 202324
Successful Portfolios LLC 24240.30%1.43%2.70%Q4 2017Q3 202324
D'Orazio & Associates, Inc. 24240.01%0.02%0.03%Q4 2015Q3 202124
AXA S.A. 24240.00%0.01%0.01%Q4 2013Q3 201924
TOMPKINS FINANCIAL CORP 1210.02%0.62%3.68%Q2 2013Q4 202324
FIFTH THIRD BANCORP 2310.00%0.00%0.01%Q1 2015Q3 202324
BOKF, NA 1590.00%0.01%0.02%Q3 2017Q3 202324
MASSMUTUAL TRUST CO FSB/ADV 24240.01%0.05%0.10%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24242.96%5.38%8.58%Q4 2017Q3 202324
Columbus Macro, LLC 24240.27%1.93%4.91%Q4 2017Q3 202324
Alaska Wealth Advisors 24241.53%3.00%4.33%Q4 2017Q3 202324
Ledyard National Bank 24240.02%0.41%0.84%Q4 2017Q3 202324
Northwest Capital Management Inc 24240.12%1.82%6.14%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.05%0.30%Q2 2017Q3 202324
AE Wealth Management LLC 24240.01%0.05%0.43%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.18%1.80%3.10%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.06%0.17%Q4 2017Q3 202324
Simplicity Solutions, LLC 24240.01%0.23%1.08%Q4 2017Q3 202324
PETTYJOHN, WOOD & WHITE, INC 24240.06%0.09%0.19%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 24240.00%0.01%0.01%Q1 2016Q4 202124
Capital Analysts, LLC 2210.00%0.53%2.47%Q4 2016Q3 202323
Westover Capital Advisors, LLC 1580.25%1.00%1.80%Q1 2014Q4 202223
Whitegate Investment Counselors, Inc. 1510.08%0.96%3.76%Q1 2014Q3 202323
JNBA Financial Advisors 2030.00%0.02%0.06%Q4 2017Q3 202323
CREDIT SUISSE AG/ 2030.00%0.01%0.02%Q3 2014Q4 202223
Patriot Financial Group Insurance Agency, LLC 1430.00%0.06%0.14%Q2 2017Q3 202323
Northstar Group, Inc. 23230.61%2.05%2.72%Q1 2018Q3 202323
Banco Santander, S.A. 23230.12%0.34%0.60%Q1 2018Q3 202323
SIGNATUREFD, LLC 2110.00%0.02%0.04%Q1 2017Q2 202323
Quantum Capital Management, LLC / NJ 23230.68%1.46%2.07%Q1 2017Q3 202223
Aries Wealth Management 1760.19%0.47%0.88%Q4 2017Q3 202323
Motley Fool Wealth Management, LLC 23230.02%0.07%0.15%Q1 2018Q3 202323
Garde Capital, Inc. 23230.17%1.52%3.17%Q4 2014Q2 202023
Symmetry Partners, LLC 1940.38%0.82%1.36%Q4 2016Q4 202323
McCollum Christoferson Group LLC 22220.16%1.59%3.69%Q2 2018Q3 202322
Parallax Volatility Advisers, L.P. 1930.00%0.00%0.00%Q4 2014Q4 202122
Belpointe Asset Management LLC 1750.04%0.26%1.06%Q1 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.02%0.05%0.08%Q2 2018Q3 202322
Roble, Belko & Company, Inc 22221.46%3.78%5.39%Q2 2018Q3 202322
180 WEALTH ADVISORS, LLC 22220.05%0.09%0.15%Q4 2017Q1 202322
Tower Research Capital LLC (TRC) 710.00%0.00%0.00%Q2 2013Q3 202322
CHOREO, LLC 22220.01%0.03%0.07%Q1 2017Q2 202222
Gradient Investments LLC 2010.00%0.00%0.01%Q3 2016Q3 202322
Fieldpoint Private Securities, LLC 22220.20%0.43%0.84%Q1 2017Q2 202222
Perigon Wealth Management, LLC 1510.00%0.11%0.40%Q3 2011Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.08%0.29%Q3 2018Q3 202321
Janney Capital Management LLC 21210.02%0.74%1.90%Q3 2018Q3 202321
Smith & Howard Wealth Management, LLC 1830.08%2.78%7.43%Q1 2018Q3 202321
STEEL GROVE CAPITAL ADVISORS, LLC 11100.06%0.17%0.34%Q1 2016Q1 202321
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1830.53%1.04%1.97%Q2 2013Q1 201921
Relative Value Partners Group, LLC 1420.03%0.08%0.21%Q2 2017Q3 202321
Mosaic Financial Partners, Inc. 21211.00%6.98%9.06%Q2 2013Q2 201821
FIRST INTERSTATE BANK 860.01%0.11%0.45%Q2 2013Q3 202321
Vectors Research Management, LLC 21210.43%3.75%7.76%Q3 2018Q3 202321
Wealthcare Advisory Partners LLC 1110.00%0.06%0.22%Q3 2017Q3 202321
MainStreet Investment Advisors LLC 21210.07%0.27%0.75%Q4 2017Q4 202221
White Lighthouse Investment Management Inc. 21210.40%1.10%1.83%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 1740.00%0.00%0.01%Q1 2017Q3 202321
NEXT Financial Group, Inc 1410.00%0.20%0.48%Q2 2016Q4 202121
FMR LLC 21210.00%0.08%0.13%Q3 2018Q3 202321
Veritable, L.P. 21210.01%0.11%0.39%Q2 2018Q2 202321
Pinnacle Bancorp, Inc. 2010.11%0.21%0.31%Q1 2017Q3 202321
Private Ocean, LLC 20200.01%0.15%2.07%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.30%0.89%1.92%Q4 2018Q3 202320
VANGUARD GROUP INC 20200.00%0.00%0.00%Q1 2017Q4 202120
Wealthspire Advisors, LLC 20200.11%0.28%0.59%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.15%1.48%2.98%Q4 2018Q3 202320
CALTON & ASSOCIATES, INC. 1910.02%0.14%0.30%Q4 2017Q2 202320
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.13%0.40%Q2 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.53%1.25%Q1 2018Q3 202320
ALPS ADVISORS INC 1190.00%0.03%0.06%Q4 2017Q3 202320
Wealthfront Advisers LLC 20200.01%0.09%0.32%Q4 2018Q3 202320
Elwood & Goetz Wealth Advisory Group, LLC 20203.69%10.93%16.10%Q4 2018Q3 202320
ASPIRIANT, LLC 1220.04%0.21%0.71%Q4 2013Q2 201920
Jackson Hole Capital Partners, LLC 20200.21%0.46%0.77%Q4 2018Q3 202320
Sandy Spring Bank 1280.00%0.04%0.08%Q1 2018Q3 202320
V Wealth Advisors LLC 1710.04%0.33%0.60%Q2 2016Q4 202120
Money Design Co.,Ltd. 20200.02%0.98%1.84%Q4 2018Q3 202320
American Portfolios Advisors 20200.10%0.20%0.32%Q4 2017Q3 202220
Wealthspire Advisors, L.P. 20200.01%0.11%0.34%Q4 2015Q3 202020
Graves Light Lenhart Wealth, Inc. 20200.97%2.21%2.72%Q4 2018Q3 202320
Tortoise Investment Management, LLC 1910.00%0.02%0.04%Q4 2017Q3 202320
ACG Wealth 20200.05%0.28%0.66%Q4 2017Q3 202220
Kovack Advisors, Inc. 1720.06%0.25%0.60%Q2 2018Q3 202319
SRS Capital Advisors, Inc. 1020.00%0.23%1.34%Q3 2018Q3 202319
TCI Wealth Advisors, Inc. 1810.01%0.04%0.19%Q4 2017Q1 202319
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Cresset Asset Management, LLC 1720.00%0.01%0.01%Q4 2018Q3 202319
Stratos Investment Management, LLC 19190.61%1.14%1.88%Q1 2019Q3 202319
IHT Wealth Management, LLC 1040.00%0.03%0.06%Q2 2017Q3 202319
FinTrust Capital Advisors, LLC 1090.01%0.01%0.05%Q4 2018Q3 202319
Brand Asset Management Group, Inc. 19190.07%0.11%0.14%Q1 2019Q3 202319
PARAMETRIC PORTFOLIO ASSOCIATES LLC 19190.00%0.01%0.02%Q3 2017Q1 202219
Hudock, Inc. 19190.02%0.34%1.68%Q1 2018Q3 202219
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1210.02%0.19%0.54%Q3 2013Q3 202319
Lenox Wealth Advisors, LLC 19190.01%0.47%0.72%Q3 2017Q1 202219
OneDigital Investment Advisors LLC 1810.02%0.05%0.10%Q2 2017Q3 202319
New Capital Management LP 18180.01%0.03%0.06%Q4 2016Q1 202118
STALEY CAPITAL ADVISERS INC 18180.16%0.26%0.46%Q1 2018Q2 202218
Cypress Capital Group 18180.04%0.06%0.10%Q2 2018Q3 202218
Sowell Financial Services LLC 1710.00%0.30%0.66%Q3 2017Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.11%0.44%0.93%Q2 2019Q3 202318
Bartlett & Co. LLC 1620.00%0.03%0.10%Q1 2019Q4 202318
PLANNING ALTERNATIVES LTD /ADV 1710.04%0.42%0.75%Q4 2013Q2 201818
LEUTHOLD GROUP, LLC 1170.28%1.32%3.38%Q4 2017Q3 202318
Archer Investment Corp 18180.00%0.07%0.18%Q2 2019Q3 202318
Alexandria Capital, LLC 1260.00%0.05%0.11%Q4 2014Q3 202118
HUNTINGTON NATIONAL BANK 1710.00%0.03%0.09%Q4 2015Q3 202318
Cypress Capital, LLC 943.10%5.58%9.61%Q4 2018Q3 202318
L. Roy Papp & Associates, LLP 18180.39%0.63%0.79%Q2 2019Q3 202318
Morningstar Investment Management LLC 1530.71%2.87%8.44%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
Clarus Wealth Advisors 18180.17%0.29%0.47%Q4 2017Q1 202218
Blume Capital Management, Inc. 17170.04%3.25%8.39%Q3 2019Q3 202317
Florin Court Capital LLP 821.14%5.72%15.81%Q2 2018Q3 202317
Western Wealth Management, LLC 840.03%0.08%0.32%Q4 2018Q3 202317
Retirement Planning Group, LLC 17170.06%2.96%3.95%Q2 2013Q2 201717
Old North State Trust, LLC 1160.03%0.11%0.20%Q3 2018Q1 202317
Kistler-Tiffany Companies, LLC 910.01%0.05%0.15%Q1 2015Q2 202317
Aspire Private Capital, LLC 1250.00%0.00%0.02%Q2 2019Q3 202317
HM PAYSON & CO 17170.03%0.07%0.14%Q3 2019Q3 202317
WEALTHFRONT Corp 17170.05%0.14%0.24%Q3 2014Q3 201817
Renaissance Technologies 1110.00%0.01%0.03%Q1 2018Q3 202317
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17170.06%0.36%1.03%Q2 2018Q2 202217
Unison Advisors LLC 1020.05%0.88%1.84%Q4 2017Q3 202317
Adventist Health System/ West 17172.99%7.16%10.95%Q3 2019Q3 202317
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
State of Tennessee, Treasury Department 17170.08%0.17%0.26%Q1 2015Q1 201917
Pinnacle Wealth Management Advisory Group, LLC 1070.04%0.19%0.58%Q1 2017Q3 202217
Beacon Capital Management, Inc. 17170.00%1.63%5.33%Q2 2019Q2 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
RIVERSEDGE ADVISORS, LLC 17170.11%1.21%1.73%Q2 2019Q2 202317
HNP Capital LLC 1250.46%3.96%7.62%Q4 2018Q1 202317
AMI INVESTMENT MANAGEMENT INC 17170.09%0.14%0.19%Q1 2019Q1 202317
OLD DOMINION CAPITAL MANAGEMENT INC 1340.08%5.83%9.24%Q4 2015Q3 202117
Bedel Financial Consulting, Inc. 17170.00%0.00%0.01%Q1 2018Q1 202217
FLOW TRADERS U.S. LLC 510.01%0.47%1.32%Q2 2016Q3 202316
LPWM LLC 16163.51%4.03%4.70%Q4 2019Q3 202316
S.A. Mason LLC 16160.42%1.09%1.33%Q4 2019Q3 202316
Deane Retirement Strategies, Inc. 1333.19%10.39%16.54%Q3 2016Q3 202316
Strategic Investment Advisors / MI 16160.05%0.12%0.23%Q4 2019Q3 202316
BANK OF STOCKTON 1150.09%2.02%7.02%Q4 2017Q2 202316
Almanack Investment Partners, LLC. 620.54%4.03%9.91%Q1 2018Q3 202316
NORTHERN TRUST CORP 1410.00%0.00%0.00%Q1 2017Q3 202316
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 16161.15%2.64%4.41%Q4 2019Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.01%0.01%Q4 2015Q3 201916
Portland Global Advisors LLC 16162.08%2.58%3.28%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.84%1.48%2.32%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16160.88%1.30%1.67%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1110.00%0.01%0.02%Q1 2019Q3 202316
TRUSTCORE FINANCIAL SERVICES, LLC 1510.01%0.03%0.05%Q4 2017Q4 202216
TRUIST FINANCIAL CORP 16160.02%0.02%0.03%Q4 2019Q3 202316
NKCFO LLC 16166.51%17.70%36.93%Q4 2018Q3 202216
ATLAS CAPITAL ADVISORS LLC 610.03%0.30%0.95%Q1 2018Q3 202316
Cutler Group LLC / CA 720.00%0.00%0.04%Q4 2015Q3 202216
Keystone Financial Group 1310.05%0.40%1.19%Q4 2017Q3 202316
Northwest Quadrant Wealth Management, LLC 16164.25%5.94%8.90%Q4 2018Q3 202216
Stonebridge Capital Advisors LLC 1150.00%0.01%0.03%Q2 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.08%0.12%Q4 2019Q3 202316
REILLY FINANCIAL ADVISORS, LLC 16160.00%0.00%0.01%Q1 2018Q4 202116
Baldrige Asset Management LLC 1240.08%0.13%0.16%Q1 2019Q1 202316
BANK OF MONTREAL /CAN/ 1020.00%0.00%0.00%Q2 2013Q3 202316
Integrated Advisors Network LLC 16160.03%0.08%0.12%Q4 2019Q3 202316
Merriman Wealth Management, LLC 15150.03%0.05%0.10%Q1 2020Q3 202315
EXENCIAL WEALTH ADVISORS, LLC 1410.02%0.03%0.05%Q4 2019Q3 202315
Apella Capital, LLC 1230.65%1.77%3.51%Q1 2020Q4 202315
Elmwood Wealth Management, Inc. 620.10%0.73%2.00%Q1 2018Q3 202215
Sunburst Financial Group, LLC 15150.08%0.24%0.40%Q4 2019Q2 202315
Retirement Group, LLC 1410.00%0.01%0.02%Q4 2019Q3 202315
MGO ONE SEVEN LLC 15150.04%0.20%0.63%Q1 2020Q3 202315
CAMG Solamere Management, LLC 15151.02%1.71%2.18%Q1 2018Q3 202115
MSI Financial Services Inc 15150.01%0.02%0.05%Q2 2013Q4 201615
Valeo Financial Advisors, LLC 1410.00%0.00%0.02%Q4 2017Q1 202215
AdvisorNet Financial, Inc 1310.00%0.80%2.17%Q2 2018Q3 202315
Capital Asset Advisory Services LLC 1140.11%0.68%1.75%Q4 2019Q3 202315
WASHINGTON TRUST Co 15150.00%0.01%0.02%Q1 2020Q3 202315
AdvicePeriod, LLC 15150.14%0.27%0.37%Q4 2017Q2 202115
Moser Wealth Advisors, LLC 1320.41%0.53%0.72%Q4 2019Q3 202315
Narwhal Capital Management 15150.10%0.26%0.36%Q2 2014Q4 201715
HARBOR INVESTMENT ADVISORY, LLC 1050.00%0.07%0.22%Q4 2019Q3 202315
Benchmark Wealth Management, LLC 15150.16%0.36%0.53%Q4 2019Q2 202315
MPS Loria Financial Planners, LLC 15150.10%0.22%0.39%Q2 2017Q4 202015
M&T BANK CORP 1010.00%0.00%0.01%Q3 2014Q3 202215
OSAIC HOLDINGS, INC. 15150.09%0.15%0.27%Q1 2020Q3 202315
JAMES INVESTMENT RESEARCH INC 1410.00%0.04%0.09%Q4 2016Q4 202215
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
Petix & Botte Co 1230.22%0.37%0.64%Q4 2019Q3 202315
SkyOak Wealth, LLC 1410.07%0.14%0.19%Q4 2019Q3 202315
Bangor Savings Bank 960.00%0.65%2.08%Q3 2013Q3 202315
Arkadios Wealth Advisors 870.01%0.17%0.78%Q4 2019Q3 202315
1834 INVESTMENT ADVISORS CO 1320.00%0.01%0.03%Q4 2017Q2 202215
Patten Group, Inc. 15150.01%0.03%0.08%Q2 2015Q4 201815
Jentner Corp 15150.56%13.79%18.32%Q4 2016Q2 202015
Pasadena Private Wealth, LLC 15150.10%2.67%4.96%Q1 2020Q3 202315
Mutual Advisors, LLC 1310.03%0.10%0.39%Q2 2019Q3 202315
Asset Dedication, LLC 820.01%0.21%0.96%Q2 2018Q3 202315
HAYS ADVISORY LLC 860.14%0.98%3.77%Q3 2014Q3 201814
Continuum Advisory, LLC 14140.27%0.35%0.47%Q2 2020Q3 202314
Argentus Capital Management, LLC 14140.00%0.23%0.43%Q2 2013Q3 201614
EP Wealth Advisors, LLC 1130.00%0.04%0.39%Q1 2020Q3 202314
EPG Wealth Management LLC 1130.74%3.77%6.49%Q4 2019Q3 202314
Cedar Brook Financial Partners, LLC 1010.08%0.12%0.16%Q1 2019Q3 202314
Executive Wealth Management, LLC 1310.00%2.49%4.12%Q1 2019Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.01%0.04%0.08%Q2 2020Q3 202314
CVA Family Office, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
Virtu KCG Holdings LLC 1040.01%0.03%0.09%Q3 2013Q1 201714
ELM ADVISORS, LLC 1310.13%0.25%0.68%Q3 2018Q1 202214
VERITY Wealth Advisors 950.17%0.36%0.55%Q4 2018Q4 202314
Intellectus Partners, LLC 14140.18%0.42%0.57%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
SENTINEL PENSION ADVISORS INC 1040.30%0.47%0.69%Q1 2020Q3 202314
Heritage Trust Co 14140.05%0.57%0.88%Q2 2020Q3 202314
Carmichael Hill & Associates, Inc. 14140.01%0.02%0.04%Q4 2019Q1 202314
BROWN BROTHERS HARRIMAN & CO 950.00%0.00%0.00%Q3 2015Q3 202314
Dynamic Advisor Solutions LLC 14140.06%0.27%0.57%Q2 2020Q3 202314
Hurlow Wealth Management Group, Inc. 14140.32%0.97%1.27%Q2 2020Q3 202314
AllSquare Wealth Management LLC 13130.01%0.82%1.29%Q3 2020Q3 202313
TWO SIGMA SECURITIES, LLC 310.00%0.02%0.07%Q4 2017Q2 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.05%0.11%Q3 2020Q3 202313
BARD ASSOCIATES INC 1210.06%0.96%1.40%Q2 2020Q3 202313
Leelyn Smith, LLC 13130.00%0.07%0.28%Q4 2019Q4 202213
Virtue Capital Management, LLC 1120.00%2.12%4.53%Q4 2017Q3 202313
VSR Financial Services, Inc. 13130.08%0.22%0.51%Q2 2013Q2 201613
Parkside Financial Bank & Trust 810.00%0.03%0.11%Q3 2015Q4 202213
Stratos Wealth Advisors, LLC 1210.05%0.27%0.44%Q1 2020Q3 202313
Perennial Investment Advisors, LLC 13130.21%1.12%2.49%Q4 2019Q4 202213
SYNOVUS FINANCIAL CORP 1010.00%0.01%0.01%Q1 2019Q3 202313
Guidant Wealth Advisors 13130.04%0.23%0.47%Q3 2016Q3 201913
TD Capital Management LLC 540.00%1.37%2.92%Q3 2014Q3 202313
SAGE RHINO CAPITAL LLC 13130.75%1.25%3.05%Q3 2020Q3 202313
Column Capital Advisors, LLC 13130.08%0.54%1.12%Q3 2020Q3 202313
ALTFEST L J & CO INC 13130.06%2.20%3.51%Q3 2020Q3 202313
Allworth Financial LP 1110.00%0.06%0.18%Q1 2015Q3 202313
Walkner Condon Financial Advisors LLC 13130.09%0.17%0.32%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.10%0.26%Q3 2020Q3 202313
Parsec Financial Management, Inc. 13130.06%0.19%0.33%Q1 2020Q1 202313
LEVEL FOUR ADVISORY SERVICES, LLC 910.02%0.06%0.13%Q1 2017Q3 202313
Sugarloaf Wealth Management, LLC 13130.02%0.03%0.04%Q4 2019Q4 202213
Summit Global Investments 1110.07%0.45%0.72%Q4 2016Q3 202313
Highlander Capital Management, LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
HOWARD WEALTH MANAGEMENT, LLC 1210.01%0.72%1.04%Q4 2019Q2 202313
JEPPSON WEALTH MANAGEMENT, LLC 13132.18%10.34%18.78%Q3 2020Q3 202313
Prestige Wealth Management Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.02%0.04%Q3 2020Q3 202313
Arbor Investment Advisors, LLC 13130.12%0.63%1.82%Q3 2020Q3 202313
Nikulski Financial, Inc. 13130.18%0.51%0.71%Q3 2020Q3 202313
Baron Financial Group, LLC 13132.64%8.56%11.51%Q3 2020Q3 202313
CGN Advisors LLC 13130.26%0.39%0.69%Q4 2020Q4 202313
Avidian Wealth Solutions, LLC 1120.01%0.98%3.11%Q3 2019Q4 202213
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q3 2016Q1 202212
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.02%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 1110.02%0.23%0.52%Q4 2015Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
NWAM LLC 610.01%0.21%0.66%Q1 2019Q2 202212
Crabel Capital Management, LLC 420.11%0.29%0.68%Q1 2018Q3 202312
MONARCH CAPITAL MANAGEMENT INC/ 12120.41%1.12%1.65%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.29%0.45%0.53%Q2 2013Q1 201612
WHITTIER TRUST CO OF NEVADA INC 12120.02%0.08%0.29%Q3 2020Q2 202312
Veery Capital, LLC 12120.58%0.70%0.86%Q4 2020Q3 202312
IndexIQ Advisors LLC 12120.00%0.38%1.70%Q1 2017Q4 201912
N.E.W. Advisory Services LLC 12120.04%0.08%0.10%Q4 2020Q3 202312
Hunter Perkins Capital Management, LLC 12120.04%0.25%0.42%Q4 2020Q3 202312
US FINANCIAL ADVISORS, LLC 12120.53%0.89%1.18%Q4 2020Q3 202312
Compton Financial Group, LLC 12128.84%10.26%11.55%Q4 2020Q3 202312
Roundview Capital LLC 12120.08%0.43%0.67%Q4 2020Q3 202312
Red Wave Investments LLC 12120.14%0.18%0.28%Q4 2020Q3 202312
McLean Asset Management Corp 12120.12%0.24%0.43%Q1 2021Q4 202312
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Center For Asset Management LLC 12120.57%0.67%0.76%Q4 2020Q3 202312
Hemington Wealth Management 12120.42%0.69%0.99%Q4 2020Q3 202312
Gratus Capital, LLC 1110.02%0.94%2.82%Q4 2019Q1 202312
J.W. COLE ADVISORS, INC. 1110.02%0.44%1.25%Q2 2020Q3 202312
Birchcreek Wealth Management, LLC 12121.03%4.12%6.33%Q4 2020Q3 202312
IEQ CAPITAL, LLC 12120.02%0.04%0.07%Q4 2019Q3 202212
Main Street Financial Solutions, LLC 12120.23%1.06%1.57%Q4 2020Q3 202312
Rosenberg Matthew Hamilton 12120.02%0.39%1.06%Q4 2020Q3 202312
OLD NATIONAL BANCORP /IN/ 750.01%0.26%0.80%Q1 2018Q3 202312
Prosperity Planning, Inc. 12123.93%4.50%5.03%Q4 2020Q3 202312
Kovitz Investment Group Partners, LLC 12120.01%0.01%0.03%Q2 2020Q1 202312
Prudent Man Advisors, LLC 12120.10%0.13%0.15%Q4 2020Q3 202312
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.00%Q1 2018Q2 202312
CreativeOne Wealth, LLC 12120.09%0.20%0.45%Q4 2020Q3 202312
Radnor Capital Management, LLC 510.06%0.20%0.26%Q4 2019Q3 202312
ANCHOR CAPITAL ADVISORS LLC 12120.03%0.20%0.34%Q3 2020Q2 202312
Wealth Dimensions Group, Ltd. 12120.09%0.14%0.24%Q4 2020Q3 202312
ANDERSON HOAGLAND & CO 12120.58%2.58%3.95%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Private Capital Group, LLC 720.00%0.03%0.05%Q4 2017Q1 202212
AMG National Trust Bank 12120.01%0.20%0.39%Q4 2020Q3 202312
Sicart Associates LLC 12120.09%0.31%0.64%Q3 2019Q2 202212
B. Riley Financial, Inc. 12120.49%1.05%1.76%Q4 2015Q3 201812
BOSTON FAMILY OFFICE LLC 12120.39%0.57%0.67%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 710.01%0.15%0.40%Q2 2020Q3 202312
BESSEMER GROUP INC 620.00%0.00%0.00%Q1 2018Q3 202312
Johnson Bixby & Associates, LLC 12120.24%1.85%3.44%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12121.69%2.07%3.18%Q4 2020Q3 202312
Moors & Cabot, Inc. 12120.03%0.04%0.06%Q1 2020Q4 202212
Independence Bank of Kentucky 750.01%0.02%0.04%Q3 2018Q3 202312
Zeit Capital LLC 12121.32%1.45%1.68%Q4 2020Q3 202312
Live Oak Private Wealth LLC 11110.06%0.14%0.20%Q2 2020Q4 202211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.04%0.29%0.64%Q4 2020Q3 202311
Advisory Alpha, LLC 11110.04%0.10%0.29%Q1 2021Q3 202311
Jacobsen Capital Management 11110.91%2.05%3.51%Q1 2021Q3 202311
Global Wealth Management Investment Advisory, Inc. 920.00%0.00%0.01%Q1 2019Q3 202311
Astoria Strategic Wealth, Inc. 11115.53%7.31%8.08%Q2 2020Q4 202211
James Hambro & Partners 650.06%0.59%1.29%Q4 2017Q4 202011
Atria Investments, Inc 830.01%0.11%0.30%Q2 2019Q3 202311
HORAN CAPITAL MANAGEMENT 920.05%0.22%0.47%Q4 2015Q3 201811
Sepio Capital, LP 11110.07%0.49%0.81%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 1010.02%0.07%0.12%Q2 2018Q3 202311
Spire Wealth Management 11110.01%0.05%0.13%Q1 2021Q3 202311
ClearBridge Investments 11110.00%0.00%0.01%Q1 2021Q3 202311
CIBC WORLD MARKET INC. 1010.00%0.01%0.01%Q3 2019Q2 202311
Highwater Wealth Management, LLC 11111.22%2.15%4.28%Q1 2017Q3 201911
TWIN CAPITAL MANAGEMENT INC 11110.43%0.48%0.54%Q3 2013Q1 201611
Avion Wealth 11110.33%6.11%8.49%Q1 2021Q3 202311
BANK OF NOVA SCOTIA 1010.00%0.02%0.05%Q1 2018Q3 202311
IFG Advisory, LLC 1010.02%0.06%0.08%Q4 2020Q3 202311
Focused Wealth Management, Inc 1010.00%0.00%0.01%Q3 2015Q3 202311
TRUEWEALTH LLC 11110.02%0.14%0.19%Q4 2017Q2 202011
Madden Advisory Services, Inc. 510.00%0.04%0.15%Q4 2013Q3 202311
Wellspring Financial Advisors, LLC 1010.08%0.71%1.04%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.00%0.01%0.02%Q1 2018Q3 202011
Winch Advisory Services, LLC 11110.06%0.29%0.55%Q1 2021Q3 202311
WFG Advisors, LP 810.00%0.02%0.08%Q2 2013Q2 201711
Verus Financial Partners, Inc. 11110.10%2.19%3.87%Q1 2021Q3 202311
Secure Asset Management, LLC 11110.75%2.02%3.11%Q1 2021Q3 202311
NewEdge Advisors, LLC 910.01%0.03%0.05%Q2 2017Q3 202311
B. Riley Wealth Management, Inc. 740.04%1.28%12.98%Q4 2018Q2 202211
Clearstead Advisors, LLC 410.00%0.02%0.06%Q4 2016Q3 202311
PrairieView Partners, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Bogart Wealth, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Brookstone Capital Management 920.01%0.02%0.11%Q4 2020Q3 202311
OPPENHEIMER & CO INC 11110.01%0.03%0.13%Q1 2021Q3 202311
Apriem Advisors 11110.16%0.50%0.71%Q1 2021Q3 202311
Cypress Wealth Services, LLC 11110.24%0.89%1.35%Q1 2021Q3 202311
Belvedere Trading LLC 880.00%0.04%0.23%Q2 2021Q1 202311
Tradition Wealth Management, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Integrated Investment Consultants, LLC 11110.13%0.19%0.33%Q1 2021Q3 202311
Brouwer & Janachowski, LLC 11115.75%9.40%11.14%Q1 2016Q3 201811
Efficient Advisors, LLC 830.95%2.06%2.79%Q4 2020Q3 202311
Diversified Portfolios, Inc. 830.05%0.43%0.72%Q3 2020Q2 202311
ELEMENT POINTE ADVISORS, LLC 710.12%0.18%0.25%Q4 2018Q3 202211
Oak Harvest Investment Services 1010.05%0.11%0.15%Q4 2020Q3 202311
HANSEATIC MANAGEMENT SERVICES INC 11119.73%18.05%32.09%Q1 2021Q3 202311
Financial & Tax Architects, LLC 11111.81%2.85%5.11%Q1 2021Q3 202311
OPPENHEIMER ASSET MANAGEMENT INC. 11110.02%0.02%0.02%Q1 2021Q3 202311
WNY Asset Management, LLC 11110.25%1.79%3.07%Q1 2021Q3 202311
Vestmark Advisory Solutions, Inc. 10100.01%0.09%0.16%Q3 2020Q4 202210
HHM Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Hirtle Callaghan & Co LLC 10100.06%0.91%3.31%Q2 2021Q3 202310
Investors Research Corp 10100.01%0.01%0.02%Q2 2021Q3 202310
Marotta Asset Management 735.52%6.50%7.98%Q2 2021Q4 202310
PARTNERS CAPITAL INVESTMENT GROUP, LLP 10100.05%0.31%1.26%Q2 2021Q3 202310
Perella Weinberg Partners Capital Management LP 640.66%3.84%11.13%Q3 2018Q2 202110
Arete Wealth Advisors, LLC 10100.05%0.28%1.36%Q2 2021Q3 202310
Ameritas Investment Company, LLC 910.00%0.16%0.56%Q1 2019Q3 202110
Navis Wealth Advisors, LLC 10100.19%0.65%2.78%Q2 2021Q3 202310
Partnervest Advisory Services LLC 10100.09%0.15%0.27%Q2 2018Q3 202010
Mirae Asset Global Investments Co., Ltd. 10100.01%0.02%0.04%Q2 2021Q3 202310
Clearwater Capital Advisors, LLC 510.00%0.35%1.50%Q1 2018Q4 202210
STEPHENS INC /AR/ 10100.01%0.03%0.11%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.02%0.33%1.06%Q1 2021Q3 202310
XML Financial, LLC 10100.03%0.04%0.06%Q1 2021Q2 202310
JT Stratford LLC 10101.08%1.60%1.99%Q2 2021Q3 202310
Accel Wealth Management 10100.03%0.05%0.17%Q4 2020Q1 202310
Johnson Financial Group, Inc. 10100.00%0.06%0.20%Q1 2021Q2 202310
Cornerstone Wealth Advisors, Inc. 10100.08%0.22%0.44%Q2 2021Q3 202310
Moloney Securities Asset Management, LLC 10100.11%0.14%0.17%Q2 2021Q3 202310
PROFFITT & GOODSON INC 730.04%2.25%3.50%Q3 2018Q3 202310
Estate Counselors, LLC 820.01%0.32%1.18%Q1 2020Q4 202210
THOMPSON SIEGEL & WALMSLEY LLC 10100.07%0.35%0.65%Q2 2021Q3 202310
Rehmann Capital Advisory Group 10100.02%1.24%2.52%Q1 2021Q2 202310
PARK AVENUE SECURITIES LLC 10100.00%0.02%0.05%Q2 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.03%0.07%0.14%Q2 2021Q3 202310
Brinker Capital Investments, LLC 640.00%0.17%0.40%Q4 2014Q2 202110
FIRST MANHATTAN CO. LLC. 910.00%0.00%0.00%Q3 2018Q3 202310
IFC Holdings Incorporated/FL 10100.05%0.08%0.15%Q2 2013Q3 201510
Aevitas Wealth Management, Inc. 640.08%0.21%0.33%Q4 2017Q4 202110
TOTH FINANCIAL ADVISORY CORP 10100.00%0.01%0.02%Q2 2021Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.03%0.09%0.14%Q2 2021Q3 202310
Mraz, Amerine & Associates, Inc. 10100.08%1.62%3.45%Q2 2021Q3 202310
PACIFIC CAPITAL WEALTH ADVISORS, INC 10100.10%1.40%1.99%Q2 2021Q3 202310
MINOT CAPITAL, LP 10100.64%1.77%2.43%Q1 2021Q2 202310
Doyle Wealth Management 10100.04%0.07%0.10%Q3 2017Q4 201910
Castle Rock Wealth Management, LLC 10100.07%0.10%0.13%Q2 2021Q3 202310
Rappaport Reiches Capital Management, LLC 10104.99%7.34%8.77%Q2 2021Q3 202310
Ancora Advisors LLC 910.00%0.00%0.00%Q4 2016Q3 202310
SALEM INVESTMENT COUNSELORS INC 910.00%0.00%0.00%Q2 2019Q4 202210
Antonetti Capital Management LLC 910.01%0.06%0.20%Q2 2010Q3 202310
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 730.05%0.23%0.34%Q1 2020Q3 202210
CENTRAL TRUST Co 510.00%0.03%0.14%Q2 2015Q3 202310
OAK FAMILY ADVISORS, LLC 10101.64%4.51%5.96%Q4 2020Q1 202310
Boston Standard Wealth Management, LLC 10100.36%1.28%1.90%Q3 2021Q4 202310
BREWIN DOLPHIN LTD 10100.00%0.00%0.01%Q1 2020Q2 202210
HighMark Wealth Management LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Koss-Olinger Consulting, LLC 10100.16%0.88%3.63%Q2 2021Q3 202310
WealthPLAN Partners, LLC 540.02%0.05%0.07%Q2 2021Q4 20239
Total Clarity Wealth Management, Inc. 990.58%0.65%0.74%Q1 2021Q1 20239
H&H Retirement Design & Management INC 420.28%5.80%12.54%Q2 2020Q3 20239
NORTHWEST WEALTH MANAGEMENT, LLC 990.19%1.88%3.41%Q3 2021Q3 20239
First Command Bank 990.00%0.00%0.00%Q4 2020Q4 20229
Hoese & Co LLP 995.23%9.75%12.75%Q2 2021Q2 20239
FOUNDERS FINANCIAL SECURITIES LLC 990.03%0.04%0.05%Q3 2021Q3 20239
HBW ADVISORY SERVICES LLC 990.05%0.91%3.10%Q3 2021Q3 20239
Verity Asset Management, Inc. 630.19%4.77%8.63%Q1 2016Q1 20229
CAPITAL ONE FINANCIAL CORP 991.85%2.81%4.42%Q1 2020Q1 20229
Prospera Financial Services Inc 810.00%0.33%0.54%Q3 2020Q3 20239
StrongBox Wealth, LLC 990.28%1.79%3.46%Q4 2021Q4 20239
Mariner, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
ArchPoint Investors 991.50%2.13%3.14%Q3 2021Q3 20239
DOWLING & YAHNKE LLC 990.01%0.28%1.14%Q3 2020Q3 20229
SHEETS SMITH WEALTH MANAGEMENT 990.05%0.06%0.08%Q1 2020Q1 20229
SCS Capital Management LLC 810.01%3.69%7.12%Q4 2019Q4 20229
Starfire Investment Advisers, Inc. 990.27%0.72%0.98%Q2 2018Q2 20209
REGENTATLANTIC CAPITAL LLC 610.01%0.03%0.05%Q2 2014Q3 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 990.10%0.25%0.41%Q3 2021Q3 20239
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 720.20%4.06%10.18%Q4 2018Q3 20229
Global Trust Asset Management, LLC 990.08%0.12%0.15%Q3 2021Q3 20239
BSW Wealth Partners 990.23%0.29%0.33%Q4 2018Q4 20209
EVOKE WEALTH, LLC 630.00%0.25%0.66%Q2 2021Q3 20239
Jacobi Capital Management LLC 510.00%0.02%0.03%Q1 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 994.02%7.88%9.09%Q3 2021Q3 20239
Waldron Private Wealth LLC 990.01%0.70%1.76%Q3 2021Q3 20239
NOMURA ASSET MANAGEMENT CO LTD 420.00%0.01%0.03%Q1 2021Q3 20239
Capital Investment Advisory Services, LLC 540.01%0.07%0.14%Q4 2018Q3 20239
Quad-Cities Investment Group, LLC 990.15%0.36%0.58%Q4 2020Q4 20229
Stearns Financial Services Group 992.78%4.38%5.38%Q3 2018Q3 20209
MONEY CONCEPTS CAPITAL CORP 720.05%0.14%0.23%Q4 2020Q2 20239
Private Portfolio Partners LLC 990.17%0.26%0.38%Q3 2021Q3 20239
Peninsula Wealth, LLC 810.06%0.08%0.12%Q3 2020Q3 20239
CBIZ Investment Advisory Services, LLC 630.02%1.97%4.40%Q1 2021Q3 20239
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 990.02%0.07%0.10%Q3 2021Q3 20239
Schwab Charitable Fund 990.05%0.09%0.12%Q1 2020Q1 20229
VAN STRUM & TOWNE INC. 994.86%6.72%8.17%Q3 2021Q3 20239
Black Diamond Financial, LLC 810.08%0.34%0.47%Q2 2021Q3 20239
Meridian Wealth Advisors, LLC 990.15%0.19%0.21%Q2 2021Q2 20239
Venture Visionary Partners LLC 990.02%0.37%0.60%Q2 2021Q2 20239
Five Oceans Advisors 990.27%0.42%0.69%Q3 2021Q3 20239
HEADINVEST, LLC 990.08%0.19%0.27%Q3 2021Q3 20239
Smart Money Group LLC 991.45%7.89%18.45%Q3 2021Q3 20239
Cerity Partners LLC 990.01%0.05%0.20%Q3 2021Q3 20239
FIDELIS iM, LLC 991.06%2.20%2.86%Q3 2021Q3 20239
D. SCOTT NEAL, INC. 992.22%9.52%32.44%Q3 2021Q3 20239
First Command Financial Services, Inc. 990.00%0.00%0.00%Q4 2020Q4 20229
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 990.62%0.71%0.92%Q4 2013Q4 20159
Rainsberger Wealth Advisors, Inc. 882.33%2.65%3.21%Q4 2021Q3 20238
Wolf Group Capital Advisors 882.29%3.24%3.87%Q4 2021Q3 20238
Heritage Wealth Advisors 440.00%5.64%11.60%Q2 2021Q3 20238
TrueWealth Financial Partners 885.19%5.49%6.02%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q3 2017Q3 20238
Beta Wealth Group, Inc. 880.83%1.04%1.36%Q1 2021Q4 20228
Clear Perspectives Financial Planning, LLC 710.01%9.42%13.55%Q4 2020Q4 20228
Sound Income Strategies, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Blooom, Inc. 880.82%1.44%2.52%Q4 2020Q3 20228
Members Advisory Group LLC 881.27%4.26%8.08%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.28%4.53%6.28%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.14%0.15%0.17%Q4 2021Q3 20238
Avitas Wealth Management LLC 880.12%0.95%1.99%Q4 2021Q3 20238
FLC Capital Advisors 880.09%0.27%0.33%Q4 2020Q3 20228
Samalin Investment Counsel, LLC 710.16%0.29%0.38%Q4 2020Q2 20238
FirstPurpose Wealth LLC 881.11%1.46%1.88%Q4 2021Q3 20238
McClarren Financial Advisors, Inc. 880.00%5.84%13.80%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.03%0.08%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.16%0.19%0.22%Q4 2021Q3 20238
Stone Point Wealth LLC 880.79%1.38%2.16%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.35%0.39%0.44%Q4 2021Q3 20238
SMI Advisory Services, LLC 716.12%10.97%14.32%Q2 2021Q3 20238
EATON VANCE MANAGEMENT 510.00%0.00%0.00%Q1 2019Q2 20228
Brewster Financial Planning LLC 880.25%0.27%0.30%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 410.01%0.04%0.11%Q1 2018Q3 20238
Kerntke Otto McGlone Wealth Management Group 881.63%6.51%13.69%Q4 2021Q3 20238
Mechanics Financial Corp 880.02%0.62%1.40%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.03%Q4 2021Q3 20238
Van Cleef Asset Management,Inc 880.04%0.06%0.07%Q2 2021Q1 20238
Ameritas Advisory Services, LLC 880.10%0.39%1.15%Q4 2021Q3 20238
Buckingham Capital Management, Inc. 880.06%0.48%0.64%Q2 2018Q1 20208
Security Financial Services, INC. 880.24%0.30%0.36%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.56%0.69%0.75%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.97%2.24%3.68%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.17%0.41%Q4 2021Q3 20238
INGALLS & SNYDER LLC 880.03%0.03%0.03%Q1 2017Q4 20188
Beaird Harris Wealth Management, LLC 883.85%10.98%20.23%Q4 2021Q3 20238
True Link Financial Advisors, LLC 620.00%2.93%4.68%Q4 2020Q3 20238
Roof Eidam Maycock Peralta, LLC 710.19%1.09%3.71%Q4 2014Q3 20188
Archvest Wealth Advisors, Inc. 880.23%8.75%11.47%Q4 2021Q3 20238
MAYPORT, LLC 881.95%2.11%2.27%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.02%0.02%0.02%Q1 2017Q4 20188
Visionary Wealth Advisors 880.02%0.34%1.27%Q4 2021Q3 20238
Austin Asset Management Co Inc 881.11%1.38%1.54%Q4 2021Q3 20238
Clear Creek Financial Management, LLC 410.04%0.08%0.30%Q3 2020Q3 20238
RPg Family Wealth Advisory, LLC 620.01%0.12%0.29%Q4 2015Q3 20198
LIBERTY WEALTH MANAGEMENT LLC 620.00%0.46%3.59%Q2 2019Q4 20218
Schechter Investment Advisors, LLC 880.36%0.39%0.44%Q4 2021Q3 20238
Orion Capital Management LLC 880.09%0.62%1.65%Q4 2020Q3 20228
MARYLAND CAPITAL ADVISORS INC. 881.40%1.78%2.28%Q4 2021Q3 20238
Pensionmark Financial Group, LLC 880.05%0.14%0.54%Q3 2021Q2 20238
UMB Bank, n.a. 880.01%0.05%0.10%Q4 2021Q3 20238
HL FINANCIAL SERVICES LLC 880.01%0.01%0.01%Q2 2015Q1 20178
CONNABLE OFFICE INC 880.35%0.38%0.42%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 881.00%1.59%2.34%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.08%0.21%Q4 2021Q3 20238
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 530.01%0.03%0.05%Q3 2013Q4 20158
SG Americas Securities, LLC 880.01%0.01%0.01%Q3 2015Q2 20178
St. James Investment Company, LLC 880.03%0.03%0.04%Q3 2014Q2 20168
Spectrum Management Group, LLC 410.01%0.01%0.04%Q1 2016Q1 20228
SimpliFi, Inc. 881.26%4.15%5.03%Q4 2021Q3 20238
Ellevest, Inc. 710.00%0.00%0.01%Q1 2020Q3 20228
PEOPLES BANK /OH 620.23%0.98%1.87%Q1 2016Q2 20228
Operose Advisors LLC 880.01%0.01%0.02%Q4 2021Q3 20238
DRAVO BAY LLC 881.61%1.74%1.87%Q4 2021Q3 20238
CANANDAIGUA NATIONAL BANK & TRUST CO 710.04%0.08%0.09%Q1 2014Q3 20188
Silver Oak Advisory Group, Inc. 881.44%1.56%1.88%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.95%1.16%1.40%Q4 2021Q3 20238
J2 Capital Management Inc 880.78%0.96%1.28%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.02%0.13%0.39%Q4 2021Q3 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 710.02%0.22%1.50%Q4 2018Q4 20228
Colony Family Offices, LLC 8811.58%21.03%28.97%Q4 2020Q3 20228
PFG Advisors 530.08%0.16%0.25%Q2 2021Q3 20238
Simmons Bank 510.02%0.04%0.07%Q3 2016Q1 20208
Greenwich Wealth Management LLC 710.02%0.07%0.14%Q4 2016Q3 20228
Level Financial Advisors 880.81%1.07%1.27%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.08%0.15%0.22%Q4 2021Q3 20238
B. Riley Wealth Advisors, Inc. 880.01%0.14%0.50%Q4 2021Q3 20238
RIDGECREST WEALTH PARTNERS, LLC 880.16%0.39%0.76%Q1 2021Q4 20228
Avantax Planning Partners, Inc. 880.07%0.08%0.08%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Systematic Alpha Investments, LLC 880.47%1.16%1.44%Q4 2021Q3 20238
Csenge Advisory Group 410.00%0.02%0.02%Q3 2018Q3 20238
MTM Investment Management, LLC 880.22%0.40%0.53%Q3 2021Q2 20238
FIFTH THIRD SECURITIES, INC. 620.07%0.53%1.82%Q3 2021Q3 20238
Miracle Mile Advisors, LLC 880.03%0.15%0.47%Q4 2021Q3 20238
TRUST DEPARTMENT MB FINANCIAL BANK N A 880.02%0.06%0.10%Q2 2017Q1 20198
GPS Wealth Strategies Group, LLC 410.00%0.00%0.00%Q2 2021Q3 20238
Triumph Capital Management 880.10%0.42%1.38%Q3 2021Q2 20238
Addison Advisors LLC 880.42%1.03%1.55%Q4 2021Q3 20238
KRAFT ASSET MANAGEMENT, LLC 880.41%0.77%1.08%Q4 2021Q3 20238
Eagle Ridge Investment Management 880.94%1.04%1.26%Q4 2021Q3 20238
Wavelength Capital Management, LLC 887.54%12.22%14.68%Q4 2021Q3 20238
Transform Wealth, LLC 440.06%0.40%0.70%Q2 2016Q2 20188
Strengthening Families & Communities, LLC 880.01%0.81%4.26%Q4 2021Q3 20238
Covenant Asset Management, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.57%0.61%0.67%Q4 2021Q3 20238
Fortune 45 LLC 880.37%3.14%5.51%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.41%2.98%5.86%Q4 2021Q3 20238
LAKE STREET ADVISORS GROUP, LLC 880.20%0.22%0.26%Q4 2021Q3 20238
Brickley Wealth Management 774.28%4.64%5.18%Q1 2022Q3 20237
SteelPeak Wealth, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
QUATTRO FINANCIAL ADVISORS LLC 310.02%0.19%0.49%Q1 2017Q4 20197
Long Run Wealth Advisors, LLC 770.77%7.50%9.77%Q4 2021Q2 20237
Personal Capital Advisors Corp 770.00%0.00%0.00%Q2 2021Q4 20227
Chemistry Wealth Management LLC 773.28%3.66%4.16%Q1 2022Q3 20237
Hexagon Capital Partners LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Kaizen Financial Strategies 770.26%0.30%0.34%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.00%0.00%0.00%Q2 2018Q1 20207
R.P. Boggs & Co. 610.00%6.22%7.79%Q2 2020Q1 20227
Ashfield Capital Partners, LLC 770.03%0.11%0.14%Q1 2021Q3 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 771.41%2.14%2.70%Q1 2022Q3 20237
CIBC BANK USA 770.05%0.10%0.22%Q2 2013Q4 20147
SJS Investment Consulting Inc. 520.01%0.36%0.65%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
SATOVSKY ASSET MANAGEMENT LLC 770.88%10.57%17.65%Q1 2022Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 410.00%0.00%0.00%Q4 2014Q2 20237
MANNING & NAPIER ADVISORS LLC 770.00%0.01%0.01%Q3 2015Q1 20177
Thrive Capital Management, LLC 770.27%0.44%0.66%Q1 2022Q3 20237
NVWM, LLC 310.00%0.02%0.05%Q2 2020Q4 20227
Independent Wealth Network Inc. 770.21%0.34%0.45%Q1 2022Q3 20237
SOFI WEALTH, LLC 770.79%0.85%0.93%Q1 2022Q3 20237
Certified Advisory Corp 770.82%1.11%1.44%Q1 2022Q3 20237
Seven Post Investment Office LP 771.26%1.53%1.79%Q1 2022Q3 20237
Eldridge Investment Advisors, Inc. 770.13%0.16%0.19%Q1 2022Q3 20237
BB&T SECURITIES, LLC 770.08%0.09%0.10%Q1 2018Q3 20197
NinePointTwo Capital LLC 770.06%0.08%0.09%Q4 2020Q2 20227
RITHOLTZ WEALTH MANAGEMENT 770.11%0.20%0.33%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.08%0.14%0.22%Q1 2022Q3 20237
WBH ADVISORY INC 770.06%0.06%0.07%Q1 2017Q3 20187
Meridian Wealth Management, LLC 770.31%0.47%0.68%Q1 2022Q3 20237
Park Avenue Institutional Advisers LLC 7716.96%53.37%97.56%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%3.65%12.67%Q1 2022Q3 20237
American Trust 770.08%0.29%0.65%Q1 2022Q3 20237
Providence Capital Advisors, LLC 510.00%0.01%0.03%Q4 2018Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.04%Q1 2021Q4 20227
SMITH, MOORE & CO. 770.07%0.19%0.32%Q1 2022Q3 20237
Israel Discount Bank of New York 772.76%3.67%4.50%Q1 2022Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 772.48%2.79%3.17%Q4 2015Q2 20177
Outlook Wealth Advisors, LLC 770.42%0.62%0.77%Q1 2021Q3 20227
Omnia Family Wealth, LLC 431.40%1.56%1.88%Q4 2016Q3 20187
Bullseye Investment Management, LLC 774.26%12.54%27.69%Q4 2021Q2 20237
Landsberg, Bennett, & Dubbaneh LLC 770.43%0.89%1.42%Q4 2018Q2 20207
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.03%0.06%0.16%Q3 2020Q2 20227
Total Wealth Planning, LLC 770.75%1.11%1.63%Q1 2022Q3 20237
WOODWARD DIVERSIFIED CAPITAL, LLC 770.15%0.64%2.22%Q4 2020Q2 20227
PATRON PARTNERS, LLC 770.17%0.19%0.23%Q1 2022Q3 20237
Berger Financial Group, Inc 770.04%0.07%0.10%Q1 2022Q3 20237
JFS WEALTH ADVISORS, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
First Allied Asset Management, Inc. 771.40%1.58%1.73%Q3 2013Q1 20157
PBMares Wealth Management LLC 520.13%0.33%0.84%Q1 2020Q3 20237
Lourd Capital, LLC 770.05%0.06%0.06%Q4 2013Q2 20157
CAROLINAS WEALTH CONSULTING LLC 770.00%0.32%0.64%Q1 2021Q3 20227
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.01%Q1 2022Q3 20237
MYCIO WEALTH PARTNERS, LLC 310.02%0.02%0.02%Q1 2017Q2 20197
Hoover Financial Advisors, Inc. 770.08%0.13%0.19%Q4 2019Q2 20217
Essex Financial Services, Inc. 770.05%0.16%0.23%Q1 2022Q3 20237
Tranquilli Financial Advisor LLC 770.98%1.68%3.81%Q4 2020Q2 20227
Beacon Pointe Advisors, LLC 770.01%0.06%0.10%Q1 2022Q3 20237
Plante Moran Financial Advisors, LLC 210.00%0.01%0.03%Q1 2017Q1 20237
Private Advisory Group LLC 770.11%0.69%1.43%Q2 2021Q4 20227
AVAII WEALTH MANAGEMENT, LLC 770.19%4.75%7.40%Q4 2021Q2 20237
BRIGGS ADVISORY GROUP, INC. 770.20%0.22%0.26%Q1 2022Q3 20237
LexAurum Advisors, LLC 770.10%0.15%0.17%Q2 2021Q4 20227
Financial Advocates Investment Management 410.02%0.05%0.14%Q4 2017Q3 20237
HBK Sorce Advisory LLC 770.02%0.02%0.04%Q1 2022Q3 20237
MCF Advisors LLC 310.00%0.00%0.00%Q4 2013Q2 20237
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 770.01%0.05%0.11%Q4 2021Q2 20237
ROBERTS GLORE & CO INC /IL/ 610.05%0.75%1.67%Q4 2021Q3 20237
AJ WEALTH STRATEGIES, LLC 770.67%1.62%3.00%Q4 2021Q2 20237
Indie Asset Partners, LLC 770.93%3.82%7.24%Q1 2021Q3 20227
Atria Wealth Solutions, Inc. 770.21%0.28%0.42%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 520.00%0.01%0.02%Q4 2021Q3 20237
Bouvel Investment Partners, LLC 772.21%3.35%5.37%Q4 2020Q2 20227
Laurel Wealth Advisors, Inc. 510.03%0.37%0.76%Q2 2021Q4 20226
First Fiduciary Investment Counsel, Inc. 660.08%0.16%0.23%Q3 2013Q4 20146
RiverTree Advisors, LLC 661.29%5.03%9.84%Q3 2021Q4 20226
Liberty Capital Management, Inc. 660.12%0.25%0.45%Q2 2022Q3 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q3 2013Q4 20146
Virtu Financial LLC 410.01%0.03%0.06%Q3 2017Q4 20196
Smith, Salley & Associates 660.04%0.04%0.06%Q4 2020Q1 20226
SMITH SHELLNUT WILSON LLC /ADV 660.00%0.01%0.05%Q1 2020Q2 20216
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
American Investment Services, Inc. 660.16%0.19%0.23%Q2 2022Q3 20236
Fullerton Fund Management Co Ltd. 660.95%2.67%3.71%Q2 2018Q3 20196
Fortis Capital Management LLC 660.13%0.28%0.55%Q2 2022Q3 20236
SURIENCE PRIVATE WEALTH LLC 660.43%4.27%11.84%Q1 2022Q2 20236
SILVERHAWK ASSET MANAGEMENT, LLC 666.47%7.05%7.81%Q1 2022Q2 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.02%0.04%Q4 2020Q1 20236
ETFIDEA, LLC 660.39%0.44%0.50%Q2 2022Q3 20236
Anson Capital, Inc. 660.42%0.54%0.91%Q4 2021Q1 20236
Roger Wittlin Investment Advisory, LLC 660.35%3.58%6.10%Q4 2021Q1 20236
WEST BANCORPORATION INC 660.28%1.58%2.49%Q4 2021Q1 20236
Krilogy Financial LLC 660.05%0.06%0.08%Q1 2022Q2 20236
Carnegie Capital Asset Management, LLC 660.01%0.01%0.02%Q1 2020Q2 20216
Jackson Wealth Management, LLC 330.03%0.19%0.45%Q1 2022Q3 20236
Bremer Bank National Association 660.05%0.05%0.06%Q2 2022Q3 20236
Passive Capital Management, LLC. 660.61%2.12%2.69%Q4 2021Q1 20236
Prostatis Group LLC 660.37%0.69%1.30%Q1 2022Q2 20236
Silicon Hills Wealth Management, LLC 660.26%0.47%0.71%Q3 2021Q4 20226
Global Financial Private Capital, Inc 510.01%0.13%0.18%Q3 2017Q2 20206
Meridian Wealth Partners, LLC 660.02%0.04%0.08%Q4 2019Q1 20216
Compagnie Lombard Odier SCmA 660.01%0.03%0.11%Q2 2016Q3 20176
FIRST AMERICAN TRUST, FSB 660.15%0.22%0.28%Q2 2022Q3 20236
WESPAC Advisors, LLC 420.18%0.33%0.45%Q2 2021Q4 20226
Astoria Portfolio Advisors LLC. 660.12%0.37%1.46%Q4 2021Q1 20236
Financial Engines Advisors L.L.C. 330.00%0.01%0.01%Q1 2022Q3 20236
Nova R Wealth, Inc. 663.49%3.87%4.27%Q2 2022Q3 20236
TAP Consulting, LLC 662.58%2.74%2.87%Q2 2022Q3 20236
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Apollon Wealth Management, LLC 510.02%0.37%0.66%Q4 2021Q3 20236
SVB WEALTH LLC 510.00%0.02%0.03%Q1 2022Q3 20236
MEEDER ASSET MANAGEMENT INC 510.00%0.01%0.02%Q1 2020Q1 20226
CEDAR HILL ASSOCIATES, LLC 660.26%0.52%0.67%Q3 2017Q4 20186
Integrated Wealth Concepts LLC 660.01%0.04%0.06%Q2 2022Q3 20236
Wellington Shields & Co., LLC 420.05%0.07%0.09%Q1 2022Q3 20236
Capital Wealth Alliance, LLC 660.16%0.44%0.62%Q2 2022Q3 20236
Worth Asset Management, LLC 660.01%0.16%0.23%Q1 2022Q2 20236
Signify Wealth 660.72%1.80%2.79%Q2 2022Q3 20236
Sage Capital Advisors,llc 660.09%0.11%0.14%Q1 2022Q2 20236
PINNACLE FINANCIAL PARTNERS INC 660.01%0.01%0.02%Q2 2022Q3 20236
Lokken Investment Group LLC 660.22%0.40%0.56%Q3 2021Q4 20226
SAX WEALTH ADVISORS, LLC 660.07%0.11%0.16%Q2 2022Q3 20236
PEAPACK GLADSTONE FINANCIAL CORP 660.02%0.09%0.12%Q3 2021Q4 20226
RB Capital Management, LLC 660.06%0.08%0.10%Q2 2022Q3 20236
MCDONALD PARTNERS LLC 420.09%0.12%0.16%Q4 2020Q2 20226
Coston, McIsaac & Partners 660.19%0.26%0.42%Q2 2022Q3 20236
BALLAST ADVISORS LLC 660.10%0.22%0.31%Q1 2022Q2 20236
Newbridge Financial Services Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.05%0.13%Q2 2022Q3 20236
Ellenbecker Investment Group 660.24%0.64%0.76%Q4 2017Q1 20196
FORVIS Wealth Advisors, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Risk Paradigm Group, LLC 660.27%0.44%0.58%Q3 2015Q4 20166
WEALTHSOURCE PARTNERS, LLC 660.03%0.11%0.14%Q2 2022Q3 20236
Arkos Global Advisors 660.08%0.68%1.62%Q2 2022Q3 20236
Better Money Decisions, LLC 310.02%1.56%4.92%Q1 2021Q1 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CULLEN/FROST BANKERS, INC. 660.00%0.01%0.02%Q2 2020Q3 20216
Connectus Wealth, LLC 660.00%0.20%0.42%Q2 2022Q3 20236
Keystone Wealth Services, LLC 660.09%2.52%5.01%Q4 2021Q1 20236
VIRIDIAN RIA, LLC 420.87%1.17%1.65%Q3 2020Q1 20226
HRT FINANCIAL LP 510.01%0.01%0.03%Q1 2021Q4 20226
Ferris Capital, LLC 330.15%0.59%0.93%Q3 2020Q1 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Artemis Wealth Advisors, LLC 660.00%0.03%0.10%Q2 2022Q3 20236
Soltis Investment Advisors LLC 660.02%0.49%1.45%Q2 2022Q3 20236
GARRISON BRADFORD & ASSOCIATES INC 510.25%0.49%0.69%Q3 2020Q1 20226
Pachira Investments Inc. 665.54%8.42%12.91%Q1 2021Q2 20226
CIBC Private Wealth Group, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
McAdams Wright Ragen, Inc. 660.04%0.08%0.12%Q2 2013Q3 20146
FIRST MERCANTILE TRUST CO 660.28%0.55%0.82%Q2 2019Q3 20206
First Heartland Consultants, Inc. 510.02%0.55%1.53%Q2 2013Q4 20226
Foundations Investment Advisors, LLC 410.01%0.04%0.07%Q2 2021Q3 20236
Empowered Funds, LLC 410.72%2.18%3.68%Q3 2021Q1 20235
My Legacy Advisors, LLC 550.15%0.38%0.76%Q1 2022Q1 20235
Prime Capital Investment Advisors, LLC 320.01%0.09%0.22%Q2 2022Q3 20235
Ackerman Capital Advisors, LLC 210.04%1.41%3.04%Q2 2017Q1 20195
Charter Oak Capital Management, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
Glassman Wealth Services 550.00%0.00%0.00%Q1 2022Q1 20235
Allie Family Office LLC 550.33%0.37%0.40%Q2 2022Q2 20235
Pallas Capital Advisors LLC 550.02%0.25%0.86%Q3 2022Q3 20235
EQUITY INVESTMENT CORP 550.11%0.12%0.14%Q3 2022Q3 20235
Global Endowment Management, LP 550.24%0.26%0.28%Q3 2022Q3 20235
Graypoint LLC 550.02%0.05%0.08%Q2 2021Q2 20225
HORIZON FINANCIAL SERVICES, LLC 310.16%0.23%0.29%Q2 2021Q3 20235
Latitude Advisors, LLC 550.32%0.51%0.92%Q4 2020Q4 20215
Winslow, Evans & Crocker, Inc. 550.01%0.01%0.01%Q2 2015Q2 20165
WealthSpring Partners, LLC 550.20%0.27%0.29%Q3 2022Q3 20235
Capital Directions Investment Advisors, LLC 410.00%0.03%0.04%Q3 2021Q4 20225
AMUSSEN HUNSAKER ASSOCIATES LLC 550.07%0.09%0.10%Q2 2022Q2 20235
ERn Financial, LLC 550.82%1.49%2.04%Q4 2021Q4 20225
Greystone Financial Group, LLC 551.70%2.24%2.56%Q3 2022Q3 20235
JACKSON THORNTON ASSET MANAGEMENT, LLC 550.07%0.07%0.08%Q3 2022Q3 20235
Founders Capital Management 550.01%0.01%0.01%Q2 2022Q2 20235
Ford Financial Group, LLC 410.07%1.13%1.64%Q4 2017Q1 20225
MATHER GROUP, LLC. 550.01%0.05%0.07%Q3 2022Q3 20235
FINANCIAL CONSULATE, INC 555.97%6.99%7.85%Q3 2022Q3 20235
Stone Asset Management Inc. 550.20%0.41%0.83%Q1 2022Q1 20235
Spectrum Asset Management, Inc. (NB/CA) 550.12%0.17%0.23%Q1 2021Q1 20225
WealthTrust Fairport, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
MADISON INVESTMENT HOLDINGS INC 550.01%0.10%0.15%Q4 2016Q4 20175
CoreCap Advisors, LLC 551.90%2.57%3.10%Q4 2021Q4 20225
MOODY NATIONAL BANK TRUST DIVISION 550.01%0.05%0.15%Q2 2021Q2 20225
MANAGED ACCOUNT SERVICES INC 550.54%1.05%1.43%Q3 2020Q3 20215
Hendershot Investments Inc. 550.05%0.08%0.09%Q3 2022Q3 20235
Glenview Trust Co 550.01%0.03%0.05%Q3 2022Q3 20235
Firestone Capital Management 410.00%0.01%0.03%Q4 2019Q3 20215
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Campbell Wealth Management 550.06%2.85%7.02%Q3 2022Q3 20235
Investors Capital Advisory Services 550.22%0.25%0.29%Q2 2015Q2 20165
Orion Portfolio Solutions, LLC 320.00%0.05%0.09%Q1 2020Q4 20225
Paradigm Financial Advisors, LLC 410.15%0.30%0.44%Q1 2014Q4 20215
Jaffetilchin Investment Partners, LLC 550.32%0.34%0.38%Q1 2018Q1 20195
Steinberg Global Asset Management 550.38%1.27%1.84%Q1 2018Q1 20195
GoalFusion Wealth Management, LLC 550.25%1.24%1.65%Q4 2022Q4 20235
Southland Equity Partners LLC 550.15%0.18%0.21%Q3 2022Q3 20235
BOSTON ADVISORS LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Lumature Wealth Partners, LLC 550.01%2.22%5.94%Q2 2022Q2 20235
Claraphi Advisory Network, LLC 310.00%0.53%1.36%Q3 2019Q4 20225
Eagle Bay Advisors LLC 551.27%2.51%3.19%Q3 2022Q3 20235
20/20 Capital Management, Inc. 550.15%0.18%0.24%Q2 2020Q2 20215
Essential Planning, LLC. 551.98%3.23%5.16%Q3 2022Q3 20235
Wells Financial Advisors INC 550.10%0.11%0.14%Q3 2022Q3 20235
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.30%0.47%0.61%Q1 2021Q1 20225
Arden Trust Co 550.04%0.04%0.06%Q3 2022Q3 20235
MCKINLEY CAPITAL MANAGEMENT LLC 550.05%0.08%0.11%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.00%Q2 2014Q2 20155
Lifeworks Advisors, LLC 553.15%3.70%4.96%Q3 2022Q3 20235
Delek Group, Ltd. 550.03%0.08%0.12%Q4 2017Q4 20185
COMERICA BANK 410.01%0.08%0.12%Q1 2022Q3 20235
RAM Investment Partners, LLC 551.12%1.58%2.41%Q4 2022Q4 20235
MMBG INVESTMENT ADVISORS CO. 550.08%0.09%0.10%Q4 2021Q4 20225
RFG Advisory, LLC 410.01%0.03%0.05%Q2 2021Q2 20235
MUFG Americas Holdings Corp 210.00%0.00%0.01%Q4 2017Q3 20205
RESOLUTE FINANCIAL, LLC 551.42%1.61%1.78%Q4 2021Q4 20225
FC Advisory LLC 550.22%0.26%0.34%Q4 2022Q4 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Monterey Private Wealth, Inc. 550.12%0.17%0.20%Q1 2022Q1 20235
Claybrook Capital, LLC 550.00%0.06%0.10%Q4 2017Q4 20185
AlphaStar Capital Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
NSI Retail Advisors, LLC 444.25%6.03%7.22%Q2 2021Q1 20224
Accurate Wealth Management, LLC 440.17%0.19%0.22%Q4 2022Q3 20234
FURE FINANCIAL CORP 310.12%4.12%6.77%Q1 2021Q2 20224
Laidlaw Wealth Management LLC 440.04%0.06%0.09%Q4 2021Q3 20224
Insight Advisors, LLC/ PA 440.07%0.10%0.12%Q2 2021Q1 20224
Sentinus, LLC 440.25%0.43%0.60%Q3 2022Q2 20234
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Strategic Investment Solutions, Inc. /IL 440.00%0.04%0.12%Q4 2022Q3 20234
WealthShield Partners, LLC 440.01%0.05%0.09%Q3 2020Q2 20214
AlphaCore Capital LLC 310.02%0.08%0.12%Q1 2020Q3 20234
Congress Wealth Management LLC / DE / 440.01%0.04%0.11%Q4 2021Q3 20224
Altiora Financial Group, LLC 440.34%0.57%0.97%Q4 2022Q3 20234
FULTON BANK, N.A. 310.03%0.03%0.05%Q4 2022Q4 20234
Ethos Financial Group, LLC 443.14%3.76%4.10%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.27%0.42%0.65%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.01%0.01%0.02%Q4 2020Q2 20224
NWK Group, Inc. 440.12%0.25%0.38%Q3 2021Q2 20224
McElhenny Sheffield Capital Management, LLC 440.27%0.43%0.60%Q4 2022Q3 20234
FineMark National Bank & Trust 440.02%0.02%0.02%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.22%0.24%0.27%Q1 2022Q4 20224
Coppell Advisory Solutions LLC 440.00%0.12%0.48%Q4 2022Q3 20234
Financial Freedom, LLC 440.15%0.20%0.26%Q4 2022Q3 20234
Capital One Investing, Inc. 442.56%2.82%3.24%Q4 2018Q3 20194
Gibson Wealth Advisors LLC 4418.22%21.29%24.44%Q1 2022Q4 20224
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 441.02%1.07%1.12%Q4 2022Q3 20234
St. James Investment Advisors, LLC 312.01%4.21%5.33%Q4 2021Q4 20224
HOWE & RUSLING INC 210.00%0.01%0.01%Q1 2016Q3 20224
Shira Ridge Wealth Management 442.39%2.97%3.89%Q4 2022Q3 20234
Corient Private Wealth LLC 440.12%0.12%0.12%Q4 2022Q3 20234
Advisors Asset Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Frontier Wealth Management LLC 440.01%0.04%0.05%Q3 2021Q2 20224
Red Tortoise LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LAM GROUP, INC. 441.83%2.04%2.22%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Marquette Asset Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
FutureAdvisor, Inc. 440.73%1.74%2.56%Q4 2014Q3 20154
First PREMIER Bank 440.00%0.00%0.00%Q4 2018Q3 20194
Bleakley Financial Group, LLC 441.02%1.10%1.19%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.79%0.83%0.88%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 441.10%1.24%1.42%Q4 2022Q3 20234
NextCapital Advisers, Inc. 441.15%1.19%1.24%Q3 2021Q2 20224
HT Partners LLC 220.53%1.02%1.52%Q1 2015Q3 20174
Lakewood Asset Management LLC 440.80%0.87%1.02%Q4 2022Q3 20234
Sharper & Granite LLC 440.92%0.97%1.00%Q4 2022Q3 20234
Costello Asset Management, INC 440.00%0.00%0.00%Q2 2020Q1 20214
GPWM LLC 448.43%8.74%8.95%Q4 2022Q3 20234
Covington Capital Management 440.00%0.00%0.00%Q4 2021Q3 20224
Dorsey & Whitney Trust CO LLC 210.02%0.02%0.03%Q4 2019Q4 20224
Ruedi Wealth Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Destination Wealth Management 440.02%0.03%0.03%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 440.84%0.98%1.09%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.03%0.06%0.09%Q4 2021Q3 20224
Lodestone Wealth Management LLC 440.87%1.07%1.24%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.02%0.02%0.03%Q4 2022Q3 20234
Seed Wealth Management, Inc. 441.22%1.52%2.15%Q4 2022Q3 20234
Ameraudi Asset Management, Inc. 440.16%1.54%2.14%Q4 2022Q3 20234
Concert Wealth Management Inc. 440.06%0.06%0.07%Q4 2013Q3 20144
Crosspoint Capital Strategies, LLC 440.00%0.15%0.58%Q1 2015Q4 20154
ADE, LLC 440.08%0.09%0.10%Q4 2020Q3 20214
Friedenthal Financial 440.42%1.64%3.19%Q3 2021Q2 20224
Procyon Advisors, LLC 310.02%0.03%0.07%Q4 2019Q3 20214
Independent Advisor Alliance 220.02%0.03%0.04%Q4 2018Q4 20214
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q4 2020Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q1 2022Q4 20224
RED CEDAR INVESTMENT MANAGEMENT, LLC 440.08%2.10%3.02%Q3 2018Q2 20194
Your Advocates Ltd., LLP 310.00%0.00%0.00%Q2 2020Q3 20234
Fiduciary Planning LLC 310.00%0.12%0.46%Q4 2019Q1 20214
Sage Financial Management Group, Inc. 445.26%5.87%6.32%Q2 2022Q1 20234
Raub Brock Capital Management LP 440.06%0.12%0.28%Q3 2021Q2 20224
SageView Advisory Group, LLC 440.09%0.24%0.57%Q4 2022Q3 20234
Eudaimonia Partners, LLC 210.03%0.08%0.17%Q4 2020Q1 20224
Meritas Wealth Management, LLC 443.45%3.55%3.63%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 440.01%0.37%0.83%Q1 2018Q4 20184
Slow Capital, Inc. 210.00%0.01%0.03%Q4 2017Q1 20234
Sequoia Financial Advisors, LLC 440.01%0.01%0.02%Q1 2022Q4 20224
Financial Connections Group, Inc. 220.01%0.01%0.01%Q1 2022Q2 20234
Farther Finance Advisors, LLC 440.04%0.08%0.11%Q4 2022Q3 20234
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q4 2020Q3 20214
CSM Advisors, LLC 441.99%2.64%3.09%Q2 2021Q1 20224
Asset Allocation Strategies LLC 443.94%4.26%5.10%Q4 2022Q3 20234
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.01%Q3 2018Q3 20234
HAZLETT, BURT & WATSON, INC. 440.06%0.07%0.11%Q1 2022Q4 20224
Leonard Rickey Investment Advisors P.L.L.C. 445.51%6.54%7.20%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
USAdvisors Wealth Management, LLC 440.44%0.46%0.48%Q1 2022Q4 20224
BB&T INVESTMENT SERVICES, INC. 441.51%1.80%1.99%Q1 2017Q4 20174
SouthState Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Destiny Wealth Partners, LLC 441.42%1.51%1.58%Q4 2022Q3 20234
RFG HOLDINGS, INC. 441.38%4.65%9.59%Q3 2021Q2 20224
MGO Private Wealth, LLC 441.45%3.09%4.47%Q4 2022Q3 20234
Colonial Trust Co / SC 440.04%0.05%0.05%Q4 2022Q3 20234
Smithfield Trust Co 440.06%0.07%0.07%Q1 2016Q4 20164
Pinnacle Financial Group, LLC / IL 310.16%0.17%0.18%Q4 2021Q4 20224
RWA WEALTH PARTNERS, LLC 310.06%0.12%0.18%Q4 2018Q1 20214
RGT Wealth Advisors, LLC 440.45%0.48%0.50%Q4 2021Q3 20224
Bluefin Trading, LLC 310.02%0.09%0.13%Q2 2013Q1 20154
GenTrust, LLC 443.06%3.61%4.75%Q4 2022Q3 20234
Arlington Partners LLC 440.06%0.09%0.17%Q1 2019Q4 20194
Sterling Financial Planning, Inc. 440.12%0.40%0.61%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.06%0.10%0.17%Q4 2022Q3 20234
ARBOR TRUST WEALTH ADVISORS, LLC 310.17%0.20%0.24%Q4 2019Q4 20204
EVERMAY WEALTH MANAGEMENT LLC 310.01%0.01%0.03%Q1 2022Q3 20234
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q3 2015Q3 20234
BlueCrest Capital Management Ltd 310.08%0.35%0.68%Q3 2021Q1 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.29%0.37%0.47%Q4 2022Q3 20234
Fort Point Capital Partners LLC 440.20%0.71%0.96%Q4 2021Q3 20224
Register Financial Advisors LLC 440.09%0.14%0.18%Q4 2022Q3 20234
WHITTIER TRUST CO 210.00%0.01%0.02%Q4 2020Q2 20234
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
LaSalle St. Investment Advisors, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 220.03%0.06%0.12%Q2 2022Q3 20234
Shorepoint Capital Partners LLC 443.10%4.44%5.09%Q3 2021Q2 20224
Portfolio Strategies, Inc. 440.00%0.01%0.01%Q4 2017Q3 20184
Fortis Capital Advisors, LLC 440.66%1.27%1.73%Q4 2022Q3 20234
Curran Financial Partners, LLC 330.49%0.52%0.56%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.20%0.23%0.26%Q4 2022Q3 20233
Savant Capital, LLC 330.01%0.08%0.18%Q1 2023Q3 20233
Eukles Asset Management 330.00%0.01%0.01%Q2 2019Q4 20193
MONECO Advisors, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 330.06%0.12%0.22%Q1 2023Q3 20233
Monument Capital Management 330.13%0.22%0.26%Q1 2019Q3 20193
PFS Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Blueprint Investment Partners LLC 330.07%0.47%1.21%Q4 2021Q2 20223
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Consolidated Portfolio Review Corp 330.10%0.27%0.40%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
HILL ISLAND FINANCIAL LLC 331.48%1.83%2.30%Q1 2022Q3 20223
Financial Gravity Companies, Inc. 210.02%0.08%0.12%Q4 2017Q4 20183
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.06%0.07%0.07%Q1 2021Q3 20213
Ascent Group, LLC 330.11%0.27%0.41%Q4 2021Q2 20223
American Financial Advisors, LLC 330.08%0.09%0.09%Q2 2019Q4 20193
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
Family CFO Inc 331.08%1.59%2.59%Q1 2023Q3 20233
ARGI Investment Services, LLC 210.01%0.01%0.01%Q2 2021Q4 20223
Paragon Advisors, LLC 330.77%1.20%1.73%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.05%0.06%0.08%Q4 2017Q2 20183
Burleson & Company, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Delta Dental Plan of Michigan, Inc. 332.58%2.66%2.75%Q4 2017Q2 20183
DAVENPORT & Co LLC 330.00%0.00%0.00%Q4 2021Q2 20223
MONROE BANK & TRUST/MI 330.08%0.25%0.36%Q3 2013Q1 20143
United Asset Strategies, Inc. 330.15%0.19%0.21%Q4 2022Q2 20233
Physician Wealth Advisors, Inc. 330.05%0.06%0.06%Q1 2023Q3 20233
Journey Advisory Group, LLC 330.10%0.11%0.11%Q1 2022Q3 20223
ETF Store, Inc. 210.17%0.42%0.55%Q4 2022Q3 20233
Aptus Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Hilltop Holdings Inc. 330.02%0.03%0.03%Q2 2021Q4 20213
Kingsview Wealth Management, LLC 330.09%0.10%0.10%Q2 2022Q4 20223
Hochman Cole Investment Advisors, Inc. 330.18%0.29%0.36%Q3 2020Q1 20213
CALDWELL & ORKIN INC 330.85%1.29%2.07%Q1 2017Q3 20173
Breakwater Capital Group 330.24%0.26%0.29%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 330.26%0.30%0.37%Q3 2021Q1 20223
HOLLENCREST CAPITAL MANAGEMENT 330.05%0.07%0.09%Q3 2021Q1 20223
Full Sail Capital, LLC 330.47%1.01%1.29%Q3 2022Q1 20233
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
KCM INVESTMENT ADVISORS LLC 330.06%0.07%0.08%Q1 2022Q3 20223
TOWNSQUARE CAPITAL LLC 210.01%0.05%0.07%Q4 2022Q3 20233
Pinkerton Retirement Specialists, LLC 330.51%0.56%0.61%Q2 2016Q4 20163
Hall Kathryn A. 330.47%0.62%0.81%Q1 2020Q3 20203
Cape Investment Advisory, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Simplicity Wealth,LLC 210.18%0.63%0.91%Q4 2021Q3 20223
CapWealth Advisors, LLC 331.84%2.20%2.38%Q1 2018Q3 20183
CPR Investments Inc. 336.31%7.95%10.40%Q2 2022Q4 20223
Steward Financial Group LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Life Planning Partners, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
PATHSTONE FAMILY OFFICE, LLC 110.00%0.05%0.14%Q3 2018Q3 20233
Good Life Advisors, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Versant Capital Management, Inc 110.01%0.05%0.10%Q2 2016Q4 20233
Kingfisher Capital LLC 332.78%4.34%5.20%Q4 2021Q2 20223
Legal Advantage Investments, Inc. 330.18%0.19%0.20%Q3 2021Q1 20223
Aureus Asset Management, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Empirical Finance, LLC 330.65%0.68%0.72%Q1 2022Q3 20223
New Potomac Partners, LLC 330.33%0.34%0.35%Q1 2023Q3 20233
SAM Advisors, LLC 331.78%2.35%2.69%Q4 2021Q2 20223
GEM Asset Management, LLC 330.16%0.20%0.22%Q4 2022Q2 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.02%0.04%Q1 2015Q3 20233
Matrix Trust Co 210.10%0.86%2.39%Q2 2021Q2 20223
Strategic Asset Management, LLC 330.04%0.05%0.05%Q1 2022Q3 20223
LINCOLN CAPITAL CORP 334.17%4.48%4.73%Q2 2018Q4 20183
BTR CAPITAL MANAGEMENT INC 330.16%0.18%0.21%Q1 2022Q3 20223
WBI INVESTMENTS, LLC 330.14%0.20%0.28%Q1 2023Q3 20233
Carnick & Kubik, LLC 330.42%0.75%0.94%Q3 2015Q1 20163
Cambria Investment Management, L.P. 210.00%0.02%0.03%Q1 2019Q3 20223
PRESILIUM PRIVATE WEALTH, LLC 330.08%1.46%4.19%Q4 2022Q2 20233
Lowe Wealth Advisors, LLC 210.00%0.01%0.01%Q3 2021Q4 20233
Mascoma Wealth Management LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Cornerstone Planning Group LLC 210.01%0.02%0.04%Q4 2022Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Lido Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.39%0.43%0.50%Q4 2022Q3 20233
Novak Financial Planning, LLC 330.39%0.44%0.47%Q4 2020Q2 20213
Hassell Wealth Management, LLC 333.48%3.83%4.04%Q4 2022Q2 20233
Guild Investment Management, Inc. 330.45%1.89%2.66%Q2 2022Q4 20223
Ranch Capital Advisors Inc. 330.01%0.02%0.03%Q1 2021Q3 20213
ZRC WEALTH MANAGEMENT, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Piscataqua Savings Bank 330.02%0.02%0.02%Q1 2023Q3 20233
BNP PARIBAS FINANCIAL MARKETS 210.00%0.01%0.02%Q4 2021Q3 20233
Bridge Advisory, LLC 330.55%0.88%1.38%Q2 2022Q4 20223
Snowden Capital Advisors LLC 210.00%0.02%0.03%Q4 2021Q3 20233
PFG Investments, LLC 330.04%0.06%0.06%Q1 2023Q3 20233
Beacon Harbor Wealth Advisors, Inc. 330.68%0.70%0.74%Q4 2021Q2 20223
BRIGHTON JONES LLC 210.01%0.02%0.02%Q4 2021Q3 20223
Richard W. Paul & Associates, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
BENNETT SELBY INVESTMENTS LP 330.14%0.18%0.21%Q2 2021Q4 20213
MIDDLETON & CO INC/MA 210.03%0.03%0.04%Q3 2022Q2 20233
RETIREMENT CAPITAL STRATEGIES 211.93%5.11%9.39%Q3 2021Q2 20233
Gilbert & Cook, Inc. 330.12%0.13%0.14%Q1 2018Q3 20183
Sullivan, Bruyette, Speros & Blaney, LLC 330.02%0.03%0.03%Q3 2020Q1 20213
SignalPoint Asset Management, LLC 332.37%3.15%3.66%Q2 2013Q4 20133
Greenspring Advisors, LLC 330.07%0.09%0.10%Q3 2022Q1 20233
Seelaus Asset Management LLC 330.15%0.17%0.18%Q1 2022Q3 20223
Barber Financial Group, Inc. 330.05%0.11%0.15%Q3 2022Q1 20233
Advisor Resource Council 110.02%0.05%0.08%Q2 2021Q2 20223
WealthPlan Investment Management, LLC 210.03%0.04%0.04%Q1 2022Q4 20223
Vanguard Personalized Indexing Management, LLC 330.02%0.03%0.04%Q2 2021Q4 20213
Segment Wealth Management, LLC 330.05%0.06%0.06%Q2 2017Q4 20173
Compass Advisory Group LLC 330.24%0.25%0.27%Q4 2020Q2 20213
Weaver Consulting Group 330.00%0.00%0.00%Q1 2020Q3 20203
North Ridge Wealth Advisors, Inc. 334.94%5.03%5.15%Q1 2023Q3 20233
Foster Group, Inc. 330.18%0.20%0.22%Q4 2021Q2 20223
Tilson Financial Group, Inc. 216.65%6.82%6.98%Q4 2022Q3 20233
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
RS CRUM INC. 330.16%0.23%0.26%Q2 2022Q4 20223
Faithward Advisors, LLC 330.06%0.06%0.07%Q1 2022Q3 20223
KMG FIDUCIARY PARTNERS, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
LMCG INVESTMENTS, LLC 330.15%0.33%0.45%Q1 2022Q3 20223
Selective Wealth Management, Inc. 330.01%0.02%0.02%Q1 2022Q3 20223
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2021Q3 20223
Calamos Wealth Management LLC 330.02%0.02%0.02%Q2 2022Q4 20223
BIP Wealth, LLC 330.06%0.08%0.11%Q1 2023Q3 20233
CHILTON CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Flagstone Financial Management 333.25%3.40%3.52%Q4 2022Q2 20233
Burns Matteson Capital Management, LLC 330.16%0.17%0.18%Q4 2022Q2 20233
Vanguard Capital Wealth Advisors 210.31%1.14%2.68%Q2 2018Q1 20233
BBR PARTNERS, LLC 330.36%0.36%0.37%Q1 2023Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 330.49%0.51%0.55%Q4 2021Q2 20223
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
GAMBLE JONES INVESTMENT COUNSEL 210.01%0.17%0.25%Q2 2013Q3 20223
Ground Swell Capital, LLC 220.02%0.02%0.03%Q2 2014Q3 20142
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
JBJ Investment Partners, LLC 221.78%1.81%1.84%Q2 2021Q3 20212
Foresight Wealth Management, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
LWM Advisory Services, LLC 220.42%0.48%0.55%Q4 2021Q1 20222
Lunt Capital Management, Inc. 220.12%0.13%0.13%Q2 2023Q3 20232
RATIONAL ADVISORS LLC 220.00%0.00%0.00%Q2 2017Q3 20172
MOULTON WEALTH MANAGEMENT, INC 226.32%7.25%8.18%Q1 2021Q2 20212
Solstein Capital, LLC 220.02%0.04%0.05%Q2 2021Q3 20212
NTB Financial Corp 220.25%0.47%0.68%Q4 2021Q1 20222
Gupta Wealth Management LLC 220.13%0.13%0.14%Q4 2015Q1 20162
American Financial Network Advisory Services LLC 220.00%0.01%0.01%Q3 2017Q4 20172
MATRIX PRIVATE CAPITAL GROUP LLC 220.64%0.74%0.84%Q2 2023Q3 20232
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Sovereign Investment Advisors, LLC 220.10%0.15%0.20%Q2 2023Q3 20232
Bragg Financial Advisors, Inc 110.01%0.05%0.08%Q4 2016Q1 20222
High Net Worth Advisory Group LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Cottage Street Advisors LLC 220.16%0.16%0.16%Q4 2021Q1 20222
First Personal Financial Services 110.00%0.01%0.03%Q4 2014Q1 20232
First Ascent Asset Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Lauterbach Financial Advisors, LLC 220.31%0.31%0.32%Q2 2022Q3 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.10%0.11%0.12%Q4 2021Q1 20222
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q3 2021Q4 20212
FIRST HORIZON CORP 220.01%0.01%0.01%Q1 2021Q2 20212
Ironwood Financial, llc 220.00%0.00%0.00%Q2 2021Q3 20212
BROWN WEALTH MANAGEMENT, LLC 221.94%2.02%2.10%Q2 2023Q3 20232
Coastal Bridge Advisors, LLC 110.06%1.02%1.97%Q4 2021Q3 20222
Strategic Wealth Management Group, LLC 220.19%0.19%0.19%Q1 2021Q2 20212
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
SAGE FINANCIAL GROUP INC 220.06%0.08%0.09%Q4 2022Q1 20232
Gemmer Asset Management LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Blue Edge Capital, LLC 221.06%1.09%1.12%Q4 2021Q1 20222
Johnson Financial Group, LLC 220.90%1.89%2.88%Q4 2016Q1 20172
Van Hulzen Asset Management, LLC 220.05%0.05%0.05%Q4 2019Q1 20202
Surevest, LLC 220.16%0.20%0.23%Q4 2018Q1 20192
Prism Advisors, Inc. 220.08%0.08%0.08%Q4 2021Q1 20222
Matisse Capital 220.16%0.23%0.30%Q3 2021Q4 20212
Halpern Financial, Inc. 220.04%0.05%0.05%Q1 2021Q2 20212
Homrich & Berg 220.01%0.01%0.01%Q4 2020Q1 20212
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WIPFLI FINANCIAL ADVISORS LLC, 220.04%0.05%0.05%Q2 2022Q3 20222
BHF RG Capital Inc. 227.38%8.33%9.27%Q2 2021Q3 20212
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.11%0.11%0.12%Q2 2022Q3 20222
Oakworth Capital, Inc. 220.00%0.01%0.01%Q1 2017Q2 20172
Covenant Multifamily Offices, LLC 220.02%0.05%0.09%Q2 2015Q3 20152
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.01%Q2 2023Q3 20232
Marks Wealth, LLC 220.07%0.11%0.14%Q1 2021Q2 20212
Professional Financial Advisors, LLC 220.05%0.05%0.05%Q2 2022Q3 20222
SWAN Capital LLC 110.73%0.79%0.86%Q1 2023Q3 20232
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Diversified Trust Co 220.04%0.18%0.31%Q4 2016Q1 20172
Headlands Technologies LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.10%0.10%0.10%Q2 2013Q3 20132
THOMPSON DAVIS & CO., INC. 220.18%0.26%0.34%Q4 2021Q1 20222
Cynosure Group, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q1 20232
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.03%Q3 2018Q4 20192
Fortune Financial Advisors, LLC 220.94%0.98%1.03%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2016Q3 20182
Cherry Tree Wealth Management, LLC 222.66%2.88%3.10%Q2 2023Q3 20232
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Confluence Wealth Services, Inc. 220.16%0.19%0.23%Q4 2021Q1 20222
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
TITLEIST CAPITAL, LLC 220.06%0.10%0.14%Q1 2022Q2 20222
COURIER CAPITAL LLC 221.46%1.60%1.73%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20232
FINANCIAL LIFE ADVISORS 220.15%0.48%0.80%Q3 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Sage Investment Advisers LLC 221.22%1.23%1.24%Q4 2021Q1 20222
Employees' Retirement Fund of the City of Fort Worth 221.97%1.99%2.00%Q2 2022Q3 20222
Peak Capital Management LLC 220.04%0.05%0.05%Q2 2018Q3 20182
Glovista Investments LLC 220.43%0.48%0.53%Q1 2021Q2 20212
Pacific Life Fund Advisors LLC 223.08%3.22%3.36%Q2 2023Q3 20232
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Wiser Wealth Management, Inc 220.16%0.29%0.41%Q3 2022Q4 20222
ICA Group Wealth Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
GREENLEAF TRUST 220.00%0.00%0.00%Q1 2022Q2 20222
Cable Hill Partners, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
CNB Bank 110.00%0.01%0.02%Q2 2019Q4 20212
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Koshinski Asset Management, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Wedmont Private Capital 110.03%0.05%0.06%Q2 2022Q1 20232
Kavar Capital Partners, LLC 220.11%0.11%0.12%Q4 2013Q1 20142
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2022Q3 20222
EXCHANGE TRADED CONCEPTS, LLC 110.04%2.25%4.46%Q2 2022Q4 20232
Strategic Blueprint, LLC 110.01%0.02%0.04%Q3 2019Q2 20212
Planning Center, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
AFT, FORSYTH & COMPANY, INC. 220.29%0.30%0.31%Q2 2022Q3 20222
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Advisors Capital Management, LLC 220.04%0.26%0.47%Q4 2019Q1 20202
MONUMENTAL FINANCIAL GROUP INC. 110.04%0.14%0.24%Q2 2021Q4 20212
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
GeoWealth Management, LLC 110.01%0.07%0.13%Q2 2022Q1 20232
Stadion Money Management, LLC 220.03%0.07%0.10%Q2 2013Q3 20132
ESL Trust Services, LLC 221.72%2.27%2.83%Q4 2019Q1 20202
CITY NATIONAL BANK 220.00%0.00%0.00%Q2 2015Q3 20152
Global Assets Advisory, LLC 220.71%0.71%0.71%Q3 2022Q4 20222
LEAVELL INVESTMENT MANAGEMENT, INC. 220.01%0.01%0.02%Q2 2023Q3 20232
CLARIS ADVISORS, LLC / MO / 220.21%0.21%0.21%Q4 2021Q1 20222
TrueWealth Advisors, LLC 220.14%0.15%0.15%Q4 2022Q1 20232
Alliance Wealth Advisors, LLC 220.16%0.18%0.20%Q3 2021Q4 20212
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.00%0.00%Q4 2021Q1 20222
Sargent Investment Group, LLC 220.08%0.09%0.09%Q2 2022Q3 20222
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Institute for Wealth Management, LLC. 110.05%0.06%0.06%Q2 2022Q3 20232
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
Freestate Advisors LLC 2210.78%10.88%10.97%Q2 2021Q3 20212
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
WADDELL & ASSOCIATES, LLC 220.04%0.05%0.06%Q1 2022Q2 20222
Pinnacle Private Wealth, LLC 220.09%0.12%0.15%Q4 2021Q1 20222
Parcion Private Wealth LLC 220.33%0.34%0.35%Q1 2022Q2 20222
Detalus Advisors, LLC 220.15%0.17%0.19%Q3 2022Q4 20222
TELEMUS CAPITAL, LLC 110.01%0.04%0.08%Q3 2013Q4 20172
Premia Global Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Alhambra Investment Management LLC 220.17%0.17%0.17%Q1 2021Q2 20212
Coppell Advisory Solutions Corp. 220.00%0.24%0.48%Q4 2022Q1 20232
Maryland Capital Management 220.09%0.09%0.10%Q2 2022Q3 20222
Waverly Advisors, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
DAN L DUNCAN FOUNDATION 227.04%9.57%12.11%Q4 2021Q1 20222
Wilshire Advisors LLC 222.81%2.96%3.12%Q4 2015Q1 20162
PALLADIEM, LLC 227.28%7.47%7.66%Q3 2022Q4 20222
Keebeck Wealth Management, LLC 220.03%0.03%0.04%Q4 2022Q1 20232
Frisch Financial Group, Inc. 220.47%0.64%0.81%Q4 2018Q1 20192
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MACKAY SHIELDS LLC 110.06%0.06%0.06%Q1 2018Q1 20181
CAPITAL ONE, NATIONAL ASSOCIATION 112.01%2.01%2.01%Q4 2019Q4 20191
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Carlsbad Wealth Advisory Group, Inc. 110.92%0.92%0.92%Q2 2023Q2 20231
Watchman Group, Inc. 110.06%0.06%0.06%Q3 2021Q3 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2014Q4 20141
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OneAscent Financial Services LLC 110.45%0.45%0.45%Q3 2023Q3 20231
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Armbruster Capital Management, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q2 2022Q2 20221
3Chopt Investment Partners, LLC 111.10%1.10%1.10%Q4 2022Q4 20221
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Laird Norton Wetherby Wealth Management, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
KEYSTONE WEALTH PARTNERS 110.43%0.43%0.43%Q4 2021Q4 20211
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Peak Financial Management, Inc. 110.15%0.15%0.15%Q3 2022Q3 20221
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ballew Advisors, Inc 112.48%2.48%2.48%Q4 2021Q4 20211
KELLEHER FINANCIAL ADVISORS 111.20%1.20%1.20%Q2 2017Q2 20171
Wealthstar Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WAYCROSS PARTNERS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Treynor Bancshares, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
55I, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Centurion Wealth Management LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Highland Private Wealth Management 110.02%0.02%0.02%Q2 2017Q2 20171
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
J.Safra Asset Management Corp 110.53%0.53%0.53%Q1 2020Q1 20201
Jolley Asset Management, LLC 110.46%0.46%0.46%Q1 2018Q1 20181
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.04%0.04%Q4 2021Q4 20211
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Per Stirling Capital Management, LLC. 110.07%0.07%0.07%Q4 2022Q4 20221
JOURNEY STRATEGIC WEALTH LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Horizon Investments, LLC 111.43%1.43%1.43%Q2 2015Q2 20151
Brightworth 110.05%0.05%0.05%Q4 2018Q4 20181
DEFINED WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
StoneX Group Inc. 110.09%0.09%0.09%Q1 2023Q1 20231
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q4 2020Q4 20201
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
ROGCO, LP 110.06%0.06%0.06%Q3 2023Q3 20231
TD Ameritrade Trust Co 110.19%0.19%0.19%Q3 2018Q3 20181
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
MFA WEALTH ADVISORS, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
INNEALTA CAPITAL, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
BlueSky Wealth Advisors, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
NorthLanding Financial Partners, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
FINANCIAL COUNSELORS INC 110.03%0.03%0.03%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Lansing Street Advisors 110.52%0.52%0.52%Q2 2022Q2 20221
HOLDERNESS INVESTMENTS CO 110.48%0.48%0.48%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q3 2017Q3 20171
BBVA USA Bancshares, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Pioneer Wealth Management Group 112.20%2.20%2.20%Q4 2022Q4 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Intergy Private Wealth, LLC 110.48%0.48%0.48%Q4 2021Q4 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Bouchey Financial Group Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
NOTTINGHAM ADVISORS, INC. 111.17%1.17%1.17%Q3 2023Q3 20231
LWS Wealth Advisors, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Apeiron RIA LLC 110.13%0.13%0.13%Q2 2022Q2 20221
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
Financial Insights, Inc. 110.17%0.17%0.17%Q4 2022Q4 20221
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Telemus Investment Management, LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Planned Solutions, Inc. 110.05%0.05%0.05%Q3 2020Q3 20201
ACIMA PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Wealthstream Advisors, Inc. 110.94%0.94%0.94%Q4 2022Q4 20221
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
True Wealth Design, LLC 113.64%3.64%3.64%Q3 2023Q3 20231
Seven Springs Wealth Group, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CPWM, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CANTOR FITZGERALD, L. P. 110.02%0.02%0.02%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Wells Trecaso Financial Group, LLC 110.46%0.46%0.46%Q3 2018Q3 20181
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q1 2022Q1 20221
Truepoint, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cribstone Capital Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
FIRST NATIONAL CORP /MA/ /ADV 110.04%0.04%0.04%Q1 2019Q1 20191
Northland Capital Management LLC 119.08%9.08%9.08%Q4 2021Q4 20211
Merit Financial Group, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
Vision Capital Management, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Robertson Stephens Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Rinkey Investments 110.15%0.15%0.15%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Canton Hathaway, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Truadvice, LLC 110.63%0.63%0.63%Q2 2021Q2 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Allen Capital Group, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
One Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2020Q3 20201
MONTAG & CALDWELL, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
DUBUQUE BANK & TRUST CO 110.03%0.03%0.03%Q1 2018Q1 20181
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Hayden Royal, LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
McAdam, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
COMMERCE BANK 110.03%0.03%0.03%Q2 2020Q2 20201
EWG Elevate Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
ATWOOD & PALMER INC 110.00%0.00%0.00%Q2 2022Q2 20221
VPR Management LLC 110.11%0.11%0.11%Q4 2020Q4 20201
COLUMBIA ADVISORY PARTNERS LLC 110.45%0.45%0.45%Q1 2022Q1 20221
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Balentine LLC 110.00%0.00%0.00%Q2 2016Q2 20161
HAP Trading, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Concord Wealth Partners 110.00%0.00%0.00%Q1 2021Q1 20211
Saratoga Research & Investment Management 110.19%0.19%0.19%Q3 2017Q3 20171
Shilanski & Associates, Inc. 110.11%0.11%0.11%Q3 2022Q3 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Crown Wealth Group, LLC 1110.86%10.86%10.86%Q2 2022Q2 20221
LVW Advisors, LLC 110.12%0.12%0.12%Q4 2014Q4 20141
Avestar Capital, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Dakota Wealth Management 110.14%0.14%0.14%Q3 2023Q3 20231
SHAYNE & JACOBS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.86%0.86%0.86%Q3 2013Q3 20131
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
DOPKINS WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
LFS ASSET MANAGEMENT 1115.90%15.90%15.90%Q2 2022Q2 20221
Summit Trail Advisors, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Litman Gregory Wealth Management LLC 1117.49%17.49%17.49%Q1 2023Q1 20231
RMB Capital Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
CERTUITY, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
SWM Advisors 110.21%0.21%0.21%Q4 2021Q4 20211
Altium Wealth Management LLC 110.07%0.07%0.07%Q2 2018Q2 20181
New World Advisors LLC 110.09%0.09%0.09%Q1 2019Q1 20191
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q2 2019Q2 20191
PRUDENT INVESTORS NETWORK, INC. 110.12%0.12%0.12%Q3 2022Q3 20221
Phoenix Holdings Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Gleason Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
STANSBERRY ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2018Q2 20181
Kalos Management, Inc. 110.29%0.29%0.29%Q1 2023Q1 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.01%0.01%0.01%Q3 2023Q3 20231
Paradigm Financial Partners, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Osbon Capital Management LLC 111.74%1.74%1.74%Q2 2019Q2 20191
HWG Holdings LP 110.00%0.00%0.00%Q2 2018Q2 20181
Next Level Private LLC 113.93%3.93%3.93%Q2 2022Q2 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Blue Chip Partners, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Lakeshore Financial Planning, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q2 2022Q2 20221
Bank Pictet & Cie (Europe) AG 110.05%0.05%0.05%Q1 2017Q1 20171
Root Financial Partners, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
ROCKY MOUNTAIN ADVISERS, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
PRIVATE CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q3 2022Q3 20221
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Camarda Financial Advisors, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Mach-1 Financial Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
DRW Securities, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Inspire Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
OPTIMUM INVESTMENT ADVISORS 110.08%0.08%0.08%Q4 2023Q4 20231
Obsidian Personal Planning Solutions LLC 119.38%9.38%9.38%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2023Q3 20231
FOSTER & MOTLEY INC 110.02%0.02%0.02%Q4 2021Q4 20211
Community Bank, N.A. 111.06%1.06%1.06%Q3 2023Q3 20231
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kessler Investment Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
USA FINANCIAL FORMULAS 110.57%0.57%0.57%Q2 2020Q2 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MRA Associates USA LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Grey Street Capital, LLC 112.60%2.60%2.60%Q1 2023Q1 20231
Permit Capital Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jefferies Group LLC 110.01%0.01%0.01%Q2 2015Q2 20151
GREENUP STREET WEALTH MANAGEMENT LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Next Capital Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
CABANA LLC 117.24%7.24%7.24%Q2 2022Q2 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Spartan Planning & Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
FLAGSTAR ADVISORS INC 110.18%0.18%0.18%Q3 2023Q3 20231
Donald L. Hagan, LLC 110.32%0.32%0.32%Q1 2023Q1 20231
External links

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