VANGUARD CHARLOTTE FDS shareholder history

Current and past VANGUARD CHARLOTTE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Creative Planning 42420.00%0.92%6.74%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.24%0.52%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.16%0.52%Q2 2013Q3 202342
MORGAN STANLEY 41410.01%0.02%0.04%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 41410.27%1.48%3.05%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 40400.00%0.05%0.13%Q4 2013Q3 202340
CITIGROUP INC 40400.00%0.02%0.04%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
ROYAL BANK OF CANADA 40400.00%0.05%0.10%Q4 2013Q3 202340
Atria Investments, Inc 3370.04%0.97%3.04%Q3 2013Q3 202340
PHILLIPS FINANCIAL MANAGEMENT, LLC 39390.58%4.08%5.73%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.03%0.22%0.35%Q1 2014Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.03%Q4 2013Q3 202339
WELLS FARGO & COMPANY/MN 39390.00%0.02%0.04%Q1 2014Q3 202339
VANGUARD GROUP INC 38380.00%0.01%0.03%Q2 2014Q3 202338
Private Advisor Group, LLC 37370.00%0.13%0.32%Q3 2014Q3 202338
FAGAN ASSOCIATES, INC. 3710.15%1.14%2.30%Q1 2014Q3 202338
Janney Montgomery Scott LLC 2990.02%0.24%0.36%Q1 2014Q3 202338
ASSETMARK, INC 3530.01%1.02%1.53%Q4 2013Q3 202338
US BANCORP \DE\ 38380.01%0.04%0.09%Q2 2014Q3 202338
RAYMOND JAMES & ASSOCIATES 38380.01%0.02%0.06%Q2 2014Q3 202338
Transamerica Financial Advisors, Inc. 38380.83%1.95%3.69%Q2 2014Q3 202338
Gradient Investments LLC 24130.00%0.00%0.01%Q2 2014Q3 202337
FIFTH THIRD BANCORP 37370.00%0.00%0.01%Q3 2014Q3 202337
WEBSTER BANK, N. A. 37370.00%0.03%0.28%Q3 2014Q3 202337
D.A. DAVIDSON & CO. 37370.00%0.26%0.56%Q3 2014Q3 202337
Sensible Financial Planning & Management, LLC. 373715.24%21.38%27.70%Q3 2014Q3 202337
JPMORGAN CHASE & CO 3520.00%0.63%1.67%Q2 2014Q3 202337
ROCKLAND TRUST CO 36360.06%0.46%2.71%Q4 2014Q3 202336
Alaska Permanent Capital Management 1830.35%2.90%5.06%Q2 2014Q3 202336
Betterment LLC 36365.10%5.68%6.40%Q4 2014Q3 202336
Coastline Trust Co 36360.05%0.26%0.38%Q4 2013Q3 202236
UBS Group AG 36360.01%0.05%0.22%Q4 2014Q3 202336
Ancora Advisors LLC 36360.01%0.04%0.10%Q4 2014Q3 202336
FC Advisory LLC 36363.17%4.66%5.84%Q1 2015Q4 202336
Cambria Investment Management, L.P. 36360.26%0.78%1.66%Q4 2014Q3 202336
Boston Standard Wealth Management, LLC 22140.07%2.89%8.96%Q4 2014Q4 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2880.02%0.28%0.60%Q3 2014Q3 202336
HT Partners LLC 3150.55%6.27%9.75%Q2 2014Q3 202336
AllSquare Wealth Management LLC 36365.33%8.01%10.71%Q4 2014Q3 202336
Cambridge Advisors Inc. 36361.29%3.03%4.23%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 36360.00%0.03%0.05%Q4 2014Q3 202336
Valmark Advisers, Inc. 36360.57%0.70%0.87%Q4 2014Q3 202336
Burt Wealth Advisors 36360.12%1.40%5.76%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 3420.00%0.01%0.02%Q3 2014Q3 202336
B. Riley Wealth Advisors, Inc. 3310.00%1.04%1.88%Q2 2014Q3 202335
ARGI Investment Services, LLC 35350.01%0.38%2.05%Q2 2014Q4 202235
Cetera Advisor Networks LLC 2110.03%0.11%0.49%Q4 2013Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.03%0.72%2.34%Q1 2015Q3 202335
Cambridge Investment Research Advisors, Inc. 3310.42%1.24%1.84%Q3 2013Q3 202335
SCOTIA CAPITAL INC. 35350.01%0.05%0.15%Q1 2015Q3 202335
First Horizon Advisors, Inc. 35350.00%0.75%1.54%Q1 2015Q3 202335
HighTower Advisors, LLC 24110.01%0.04%0.09%Q4 2014Q3 202335
Estate Counselors, LLC 2870.00%1.95%5.67%Q4 2014Q3 202335
CAHILL FINANCIAL ADVISORS INC 34340.41%0.67%0.97%Q2 2015Q3 202334
BlackRock Inc. 34340.00%0.02%0.14%Q2 2015Q3 202334
Capital Analysts, LLC 34340.14%1.53%2.99%Q2 2015Q3 202334
COUNTRY TRUST BANK 3310.01%0.79%1.26%Q2 2015Q4 202334
UMB Bank, n.a. 34340.01%0.01%0.02%Q2 2015Q3 202334
JMG Financial Group, Ltd. 34340.07%0.47%1.43%Q2 2015Q3 202334
Sigma Planning Corp 2680.02%0.10%0.17%Q4 2014Q3 202334
Bank of New York Mellon Corp 2910.00%0.03%0.05%Q2 2014Q3 202334
Tradewinds Capital Management, LLC 33330.06%0.18%0.28%Q1 2014Q1 202233
FINANCIAL CONSULATE, INC 33330.21%0.50%0.94%Q3 2015Q3 202333
COMERICA BANK 3210.03%0.07%0.18%Q1 2015Q3 202333
CHOREO, LLC 33330.01%0.05%0.12%Q2 2014Q2 202233
BANK OF HAWAII 33330.03%0.11%0.18%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 1910.03%0.06%0.10%Q1 2015Q3 202333
NWAM LLC 3210.06%0.47%0.76%Q2 2015Q3 202333
Cetera Investment Advisers 32320.04%0.24%0.90%Q4 2015Q3 202332
REGIONS FINANCIAL CORP 32320.00%0.01%0.03%Q4 2015Q3 202332
Avior Wealth Management, LLC 2570.03%0.72%1.25%Q3 2015Q3 202332
RETIREMENT CAPITAL STRATEGIES 3110.23%6.81%12.42%Q4 2014Q4 202232
Retirement Planning Group, LLC 32320.03%1.50%5.38%Q4 2015Q3 202332
MANUFACTURERS LIFE INSURANCE COMPANY, THE 19130.00%0.01%0.04%Q1 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.01%0.10%0.26%Q4 2015Q3 202332
Friedenthal Financial 32320.39%1.93%4.57%Q4 2015Q3 202332
FIL Ltd 32320.00%0.19%0.56%Q4 2015Q3 202332
AMERICAN NATIONAL BANK 32320.00%0.15%0.24%Q4 2015Q3 202332
BLB&B Advisors, LLC 32320.08%0.35%0.98%Q4 2015Q3 202332
GIRARD PARTNERS LTD. 32320.11%1.30%3.58%Q4 2015Q3 202332
Bartlett & Co. LLC 16160.00%0.01%0.09%Q4 2015Q4 202332
Geneos Wealth Management Inc. 31310.03%0.37%1.27%Q1 2016Q3 202331
FARMERS & MERCHANTS INVESTMENTS INC 31310.02%0.14%0.22%Q1 2016Q3 202331
Financial Architects, Inc 2510.00%0.64%1.64%Q4 2014Q2 202331
SouthState Corp 31310.02%0.07%0.12%Q1 2016Q3 202331
Cranbrook Wealth Management, LLC 31310.20%5.05%7.29%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.09%0.25%Q4 2015Q3 202331
Stratos Wealth Partners, LTD. 31310.01%0.07%0.26%Q1 2016Q3 202331
COLONY GROUP LLC 2110.00%0.06%0.41%Q1 2014Q4 202231
Regal Investment Advisors LLC 1910.01%0.10%0.20%Q2 2015Q3 202331
Cetera Advisors LLC 2380.03%0.18%0.33%Q4 2015Q3 202331
MILLENNIUM MANAGEMENT LLC 1210.00%0.01%0.01%Q3 2014Q3 202331
Allworth Financial LP 2650.00%0.01%0.05%Q1 2015Q3 202331
Baird Financial Group, Inc. 30300.01%0.04%0.08%Q2 2016Q3 202330
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2910.01%0.28%0.62%Q3 2015Q3 202330
Advisory Services Network, LLC 2730.03%0.12%0.24%Q1 2016Q3 202330
TWIN FOCUS CAPITAL PARTNERS, LLC 30300.05%0.44%0.89%Q2 2016Q3 202330
Windham Capital Management, LLC 20100.04%1.81%7.19%Q1 2014Q3 202330
BOK Financial Private Wealth, Inc. 30300.03%0.13%0.44%Q2 2016Q3 202330
HOWE & RUSLING INC 1710.00%0.05%0.12%Q1 2014Q2 202329
Paradigm Financial Advisors, LLC 29290.28%0.49%0.77%Q4 2014Q4 202129
ALLIANCEBERNSTEIN L.P. 29290.00%0.02%0.04%Q3 2016Q3 202329
MCF Advisors LLC 1930.00%0.01%0.02%Q1 2016Q3 202329
VICUS CAPITAL 29290.05%0.70%2.29%Q1 2014Q1 202129
Cornerstone Wealth Management, LLC 2510.07%0.45%3.25%Q1 2016Q3 202329
JNBA Financial Advisors 2510.00%0.05%0.24%Q3 2015Q3 202329
Symmetry Partners, LLC 29293.40%6.67%11.51%Q4 2016Q4 202329
MONEYWISE, INC. 29290.73%2.40%3.38%Q3 2016Q3 202329
Institute for Wealth Management, LLC. 2630.11%0.59%3.76%Q2 2015Q3 202329
JONES FINANCIAL COMPANIES LLLP 29290.00%0.01%0.02%Q3 2016Q3 202329
HOLLENCREST CAPITAL MANAGEMENT 29290.03%0.19%0.35%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.03%Q3 2013Q3 202329
Glassman Wealth Services 2610.00%0.48%3.13%Q4 2014Q3 202328
GOLDMAN SACHS GROUP INC 2620.00%0.01%0.04%Q2 2015Q3 202328
Kovack Advisors, Inc. 28280.10%0.14%0.22%Q4 2016Q3 202328
FMR LLC 2710.00%0.00%0.00%Q3 2016Q3 202328
Capital Advisors, Ltd. LLC 28280.00%0.11%0.28%Q4 2015Q3 202228
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.14%0.57%1.78%Q4 2016Q3 202328
Zhang Financial LLC 2080.02%0.10%0.22%Q2 2016Q3 202328
FIRST MERCANTILE TRUST CO 1990.35%0.80%2.13%Q3 2014Q3 202128
Parallel Advisors, LLC 28280.01%0.31%1.23%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.10%0.88%Q1 2016Q4 202228
Trust Co 1610.01%0.59%2.10%Q1 2015Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 28280.00%0.22%0.38%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.04%0.08%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.03%0.15%0.39%Q4 2016Q3 202327
Mirae Asset Global Investments Co., Ltd. 2610.06%0.61%1.62%Q2 2016Q3 202327
WEDBUSH SECURITIES INC 1890.03%0.04%0.09%Q3 2016Q3 202327
Sowell Financial Services LLC 17100.10%0.28%0.69%Q4 2016Q3 202327
CWM, LLC 1810.00%0.00%0.01%Q3 2016Q3 202327
First Heartland Consultants, Inc. 2160.07%0.77%1.48%Q4 2016Q3 202327
OPPENHEIMER & CO INC 1530.01%0.03%0.09%Q1 2014Q3 202327
Rehmann Capital Advisory Group 15120.22%1.46%2.26%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.08%0.25%0.34%Q1 2017Q3 202327
HARBOUR INVESTMENT MANAGEMENT LLC 27270.30%0.84%1.37%Q1 2017Q3 202327
BLAIR WILLIAM & CO/IL 2020.00%0.01%0.09%Q1 2015Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 2520.00%0.08%0.46%Q2 2015Q3 202327
NEXT Financial Group, Inc 1310.00%0.27%0.53%Q3 2014Q4 202127
QS Investors, LLC 27270.00%1.50%2.26%Q4 2014Q2 202127
BUCKINGHAM STRATEGIC WEALTH, LLC 16110.02%0.19%0.86%Q1 2016Q3 202327
SVA Wealth Management, LLC 27270.06%0.18%0.68%Q2 2014Q4 202027
BFSG, LLC 27270.62%1.99%3.62%Q1 2017Q3 202327
Continuum Advisory, LLC 27270.22%0.55%0.90%Q1 2017Q3 202327
Kohmann Bosshard Financial Services, LLC 2520.73%1.64%2.73%Q4 2016Q3 202327
INTERACTIVE FINANCIAL ADVISORS, INC. 26261.90%2.60%4.94%Q2 2017Q3 202326
Laurel Wealth Advisors, Inc. 26260.02%0.08%0.36%Q4 2015Q1 202226
Ifrah Financial Services, Inc. 26261.02%1.18%1.42%Q4 2015Q1 202226
Personal Capital Advisors Corp 26260.48%0.76%1.17%Q3 2016Q4 202226
Capstone Financial Advisors, Inc. 26260.12%6.10%11.29%Q2 2017Q3 202326
Sumitomo Mitsui DS Asset Management Company, Ltd 26260.00%1.50%3.78%Q2 2017Q3 202326
Invst, LLC 26260.92%1.41%2.19%Q2 2017Q3 202326
FIRST HAWAIIAN BANK 26260.08%0.18%0.29%Q2 2017Q3 202326
FIFTH THIRD SECURITIES, INC. 1060.05%0.50%1.70%Q3 2016Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.29%0.58%Q3 2013Q4 201926
Ameritas Investment Partners, Inc. 26260.00%0.00%0.00%Q2 2017Q3 202326
TRUIST FINANCIAL CORP 26260.01%0.03%0.06%Q2 2017Q3 202326
1832 Asset Management L.P. 2420.00%0.03%0.11%Q4 2015Q3 202326
Brookstone Capital Management 26260.02%0.37%0.66%Q2 2017Q3 202326
Chesley Taft & Associates LLC 26260.04%0.07%0.10%Q4 2015Q1 202226
American Investment Services, Inc. 2410.05%0.45%0.87%Q2 2017Q3 202325
AE Wealth Management LLC 2410.04%0.18%0.30%Q2 2017Q3 202325
Baystate Wealth Management LLC 1870.00%0.01%0.07%Q4 2016Q3 202325
NewEdge Advisors, LLC 2410.03%0.34%0.70%Q2 2017Q3 202325
MASSMUTUAL TRUST CO FSB/ADV 25250.02%0.05%0.08%Q4 2017Q4 202325
Crestone Asset Management LLC 25250.05%0.65%1.54%Q4 2015Q4 202125
Hanson & Doremus Investment Management 2230.00%2.69%4.16%Q2 2016Q3 202325
AGF INVESTMENTS INC. 25250.00%0.01%0.12%Q4 2015Q4 202125
Affiance Financial, LLC 2410.18%0.54%0.80%Q4 2015Q3 202325
SEI INVESTMENTS CO 1410.00%0.04%0.13%Q1 2015Q3 202325
LINCOLN NATIONAL CORP 25250.01%1.50%4.05%Q3 2017Q3 202325
Freedom Investment Management, Inc. 2320.01%0.12%0.32%Q1 2016Q3 202325
Wilshire Advisors LLC 25251.90%7.10%14.01%Q4 2015Q4 202125
Freestone Capital Holdings, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.01%Q1 2015Q3 202325
LEAVELL INVESTMENT MANAGEMENT, INC. 1870.02%0.07%0.39%Q4 2014Q3 202325
First Allied Advisory Services, Inc. 25250.02%0.33%0.48%Q3 2014Q3 202025
SIGNATUREFD, LLC 1450.00%0.00%0.01%Q3 2015Q3 202325
Rathbones Group PLC 25250.01%0.02%0.02%Q1 2015Q1 202125
Front Row Advisors LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.08%0.20%Q4 2017Q3 202324
Aveo Capital Partners, LLC 1110.08%0.16%0.38%Q4 2016Q3 202324
Chandler Asset Management, Inc. 24240.32%1.37%1.90%Q4 2017Q3 202324
Hilltop Holdings Inc. 1010.04%0.73%3.65%Q2 2016Q3 202324
BOKF, NA 1590.02%0.07%0.12%Q3 2017Q3 202324
PrairieView Partners, LLC 24244.42%5.02%5.98%Q4 2017Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.08%0.34%0.75%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.86%2.60%5.60%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.10%0.16%0.20%Q4 2017Q3 202324
Towerpoint Wealth, LLC 24242.72%4.24%7.16%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.49%0.84%1.81%Q4 2017Q3 202324
Alaska Wealth Advisors 24241.38%2.78%3.99%Q4 2017Q3 202324
NewSquare Capital LLC 2220.00%0.10%0.38%Q3 2017Q3 202324
BDO Wealth Advisors, LLC 2310.00%0.06%0.38%Q2 2017Q2 202324
AdvisorNet Financial, Inc 24240.00%0.05%0.18%Q4 2017Q3 202324
Kistler-Tiffany Companies, LLC 1680.00%0.01%0.04%Q1 2015Q2 202324
FAS Wealth Partners, Inc. 24240.03%0.92%1.92%Q1 2017Q4 202224
Financial Advisors Network, Inc. 1712.04%3.06%4.95%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.17%0.26%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
OPTIMUM INVESTMENT ADVISORS 24240.01%0.02%0.03%Q1 2018Q4 202324
NATIXIS ADVISORS, L.P. 24240.01%0.01%0.02%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.02%0.22%3.32%Q4 2017Q3 202324
PRUDENTIAL FINANCIAL INC 2210.00%0.06%0.10%Q2 2017Q3 202323
OGOREK ANTHONY JOSEPH /NY/ /ADV 1910.05%0.59%6.15%Q4 2015Q3 202323
Chesapeake Wealth Management 23232.00%2.47%3.00%Q1 2018Q3 202323
TWIN CAPITAL MANAGEMENT INC 2030.26%0.51%1.10%Q4 2014Q3 202023
Confluence Wealth Management LLC 23230.35%4.12%7.27%Q1 2015Q3 202023
CreativeOne Wealth, LLC 23231.08%1.67%2.60%Q1 2018Q3 202323
SeaCrest Wealth Management, LLC 1760.01%0.06%0.10%Q4 2017Q3 202323
Alpha Omega Wealth Management LLC 12110.00%0.06%0.14%Q4 2016Q3 202323
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q3 2014Q2 202323
CAPTRUST FINANCIAL ADVISORS 1490.00%0.02%0.19%Q3 2017Q3 202323
Dynamic Advisor Solutions LLC 23230.08%0.89%1.59%Q1 2018Q3 202323
Fortis Advisors, LLC 13100.00%0.01%0.05%Q1 2017Q3 202323
Verity Asset Management, Inc. 1420.31%1.39%5.09%Q2 2016Q3 202323
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q3 2015Q3 202323
Garde Capital, Inc. 23230.20%0.80%1.73%Q4 2014Q2 202023
McIlrath & Eck, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
MainStreet Investment Advisors LLC 1020.05%0.10%0.15%Q4 2017Q3 202322
SYNOVUS FINANCIAL CORP 1010.00%0.01%0.05%Q1 2017Q3 202322
STEPHENS INC /AR/ 22220.01%0.16%0.23%Q2 2018Q3 202322
Financial Advocates Investment Management 1910.02%0.08%0.14%Q4 2017Q3 202322
Tortoise Investment Management, LLC 22220.00%0.00%0.00%Q1 2017Q2 202222
Mutual Advisors, LLC 22220.03%0.25%0.91%Q2 2018Q3 202322
Roof Eidam Maycock Peralta, LLC 22220.08%1.36%5.14%Q2 2016Q3 202122
WESTWOOD HOLDINGS GROUP INC 22220.00%0.02%0.07%Q2 2018Q3 202322
LifePlan Financial Group, Inc 22220.17%2.23%3.64%Q2 2015Q3 202022
DUBUQUE BANK & TRUST CO 1840.00%0.11%0.18%Q4 2017Q3 202322
Westside Investment Management, Inc. 1510.00%0.05%0.21%Q1 2017Q3 202322
JANUS HENDERSON GROUP PLC 1150.00%0.00%0.01%Q2 2017Q3 202322
FRANKLIN RESOURCES INC 1840.00%0.02%0.09%Q2 2016Q3 202322
RiverGlades Family Offices LLC 1442.46%3.66%4.96%Q4 2017Q3 202322
Patriot Financial Group Insurance Agency, LLC 2110.00%0.10%0.19%Q4 2016Q2 202222
C M BIDWELL & ASSOCIATES LTD 1750.01%0.05%0.12%Q4 2017Q3 202322
OneDigital Investment Advisors LLC 2020.00%0.17%0.44%Q1 2018Q3 202322
Simplicity Solutions, LLC 1410.01%0.13%0.31%Q4 2015Q3 202322
Wealthcare Advisory Partners LLC 11110.00%0.08%0.45%Q3 2017Q3 202322
LFA - Lugano Financial Advisors SA 1650.19%0.92%3.02%Q2 2018Q3 202321
FDx Advisors, Inc. 1810.02%0.25%0.63%Q2 2014Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.37%0.90%Q1 2017Q3 202321
VERITY Wealth Advisors 21210.30%0.83%2.32%Q4 2018Q4 202321
FIDUCIARY TRUST CO 21210.01%0.03%0.05%Q1 2016Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.77%1.16%1.81%Q3 2018Q3 202321
INVESTMENT PARTNERS, LTD. 21210.20%0.35%0.45%Q1 2017Q1 202221
GABLES CAPITAL MANAGEMENT INC. 21210.01%0.02%0.04%Q2 2018Q2 202321
Resource Planning Group 21210.80%5.81%14.46%Q3 2018Q3 202321
Bay Harbor Wealth Management, LLC 20205.78%6.87%7.61%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
MOODY NATIONAL BANK TRUST DIVISION 20200.01%0.02%0.07%Q2 2018Q1 202320
DOWLING & YAHNKE LLC 20200.12%0.21%0.28%Q4 2017Q3 202220
Csenge Advisory Group 1730.00%0.16%0.35%Q1 2018Q3 202320
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q3 202020
NYL Investors LLC 20200.14%1.07%2.13%Q4 2018Q3 202320
Arete Wealth Advisors, LLC 730.05%0.08%0.30%Q1 2018Q3 202320
Polaris Wealth Advisory Group, LLC 20201.49%3.60%5.30%Q4 2014Q3 201920
Ally Invest Advisors Inc. 20209.19%10.35%11.17%Q4 2018Q3 202320
Mariner, LLC 20200.00%0.07%0.23%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.09%0.57%1.70%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.09%0.22%0.59%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20208.43%11.18%16.49%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 860.00%0.01%0.02%Q3 2017Q3 202320
Broadview Financial Management, LLC 1820.17%0.40%1.07%Q4 2017Q1 202320
American Portfolios Advisors 20200.02%0.11%0.34%Q4 2017Q3 202220
MARSHALL FINANCIAL GROUP INC /ADV 20200.72%1.04%1.48%Q4 2018Q3 202320
PRUDENTIAL PLC 20200.00%0.05%0.08%Q4 2018Q3 202320
Human Investing LLC 20202.55%4.46%5.91%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.02%0.04%0.07%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.03%0.07%Q3 2017Q3 202320
Pensionmark Financial Group, LLC 20200.17%0.28%0.44%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.87%1.39%2.42%Q4 2018Q3 202320
JANE STREET GROUP, LLC 610.00%0.11%0.41%Q1 2014Q3 202320
Strategic Investment Advisors / MI 20201.25%2.23%3.70%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.06%0.14%Q4 2018Q3 202320
Trek Financial, LLC 20200.14%1.52%8.49%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.02%0.09%Q1 2018Q3 202320
Hardy Reed LLC 20203.65%7.26%8.69%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.01%0.03%Q3 2017Q2 202220
Arkos Global Advisors 20200.06%0.54%0.75%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.19%1.60%3.83%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.20%1.36%2.11%Q4 2018Q3 202320
Aspire Private Capital, LLC 20202.75%3.67%4.52%Q4 2018Q3 202320
Sandy Spring Bank 1010.00%0.01%0.03%Q4 2014Q3 202320
Global Trust Asset Management, LLC 20200.05%0.29%0.74%Q4 2018Q3 202320
PACIFIC FINANCIAL GROUP INC 1910.04%0.82%3.15%Q1 2015Q3 202320
Providence First Trust Co 20200.21%0.49%0.78%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.03%0.08%Q4 2015Q3 202020
REILLY FINANCIAL ADVISORS, LLC 19190.00%0.01%0.02%Q2 2017Q4 202119
CITIZENS & NORTHERN CORP 19190.25%0.49%0.77%Q1 2019Q3 202319
Vestmark Advisory Solutions, Inc. 19190.04%0.17%0.97%Q1 2019Q3 202319
Ellevest, Inc. 19190.00%0.01%0.03%Q4 2018Q2 202319
OARSMAN CAPITAL, INC. 1090.08%0.29%0.66%Q4 2017Q3 202219
Advisors Asset Management, Inc. 1360.00%0.00%0.01%Q3 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.77%0.86%0.96%Q1 2019Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1810.02%0.08%0.30%Q4 2014Q3 201919
Keel Point, LLC 1270.04%0.19%0.32%Q2 2017Q3 202319
Neumann Capital Management, LLC 19190.25%0.57%1.62%Q1 2019Q3 202319
Waverly Advisors, LLC 1270.02%0.05%0.19%Q4 2018Q3 202319
Financial Management Professionals, Inc. 19190.01%0.02%0.03%Q1 2019Q3 202319
Lenox Wealth Advisors, LLC 1810.00%0.01%0.02%Q1 2015Q1 202219
Western Wealth Management, LLC 1180.04%0.15%0.35%Q4 2018Q3 202319
STATE STREET CORP 1410.00%0.00%0.01%Q3 2015Q1 202319
TFG Advisers LLC 19190.11%0.70%1.32%Q4 2018Q2 202319
Private Ocean, LLC 1330.00%0.08%1.19%Q1 2018Q1 202319
TCI Wealth Advisors, Inc. 1610.00%0.01%0.06%Q1 2016Q1 202319
BB&T SECURITIES, LLC 19190.01%0.05%0.16%Q1 2015Q3 201919
Venturi Wealth Management, LLC 610.00%0.80%4.75%Q2 2017Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.03%0.20%0.32%Q4 2018Q3 202319
AXA S.A. 19190.01%0.02%0.02%Q1 2015Q3 201919
Private Capital Group, LLC 19190.28%0.88%1.13%Q4 2017Q2 202219
Anchor Investment Management, LLC 1450.00%0.01%0.03%Q3 2017Q3 202319
Mosaic Financial Partners, Inc. 19190.23%1.87%3.51%Q4 2013Q2 201819
Cedar Brook Financial Partners, LLC 19190.09%0.38%0.65%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.04%Q1 2019Q3 202319
UNIVEST FINANCIAL Corp 1540.08%0.12%0.43%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.82%2.30%Q1 2019Q3 202319
Koshinski Asset Management, Inc. 1320.06%0.25%0.33%Q4 2014Q3 202319
Citadel Advisors 510.00%0.00%0.01%Q2 2016Q2 202318
Snowden Capital Advisors LLC 910.02%0.04%0.08%Q3 2017Q3 202318
Kingsview Wealth Management, LLC 1260.01%0.03%0.09%Q1 2019Q3 202318
Moors & Cabot, Inc. 930.02%0.07%0.29%Q2 2017Q3 202318
COOPER/HAIMS ADVISORS, LLC 18180.18%2.66%8.48%Q2 2019Q3 202318
TD Ameritrade Trust Co 18180.36%0.87%1.83%Q4 2014Q1 201918
LEVEL FOUR ADVISORY SERVICES, LLC 1410.01%0.04%0.06%Q4 2016Q3 202318
TORONTO DOMINION BANK 810.00%0.01%0.02%Q3 2016Q3 202318
Semmax Financial Advisors Inc. 1710.00%2.08%4.39%Q4 2018Q3 202318
IFC Holdings Incorporated/FL 18181.70%3.32%4.66%Q3 2013Q4 201718
GREAT VALLEY ADVISOR GROUP, INC. 1440.07%0.18%0.38%Q1 2019Q3 202318
IHT Wealth Management, LLC 910.00%0.13%0.65%Q4 2016Q3 202318
Horizon Investments, LLC 610.00%0.78%3.91%Q1 2014Q3 202318
DFPG INVESTMENTS, LLC 18180.05%0.35%0.84%Q2 2019Q3 202318
SII INVESTMENTS INC/WI 18181.04%1.90%3.08%Q3 2013Q4 201718
FIRST AMERICAN TRUST, FSB 18180.03%0.04%0.05%Q4 2018Q1 202318
Savant Capital, LLC 18180.22%2.15%4.66%Q2 2019Q3 202318
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 720.03%0.26%1.53%Q3 2018Q3 202318
PARK AVENUE SECURITIES LLC 18180.03%0.09%0.16%Q2 2019Q3 202318
Plancorp, LLC 18180.03%0.11%0.27%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.64%1.62%4.87%Q3 2013Q4 201718
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
MUFG Americas Holdings Corp 18180.00%0.01%0.02%Q2 2018Q3 202218
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1070.15%3.77%10.84%Q4 2013Q3 201917
Pacifica Partners Inc. 17170.01%0.02%0.04%Q4 2019Q4 202317
Castle Rock Wealth Management, LLC 810.04%0.44%1.20%Q4 2017Q3 202217
Lutz Financial Services LLC 17170.14%0.46%0.75%Q4 2017Q4 202117
Choate Investment Advisors 1250.01%1.13%3.26%Q4 2013Q3 202017
TSFG, LLC 1340.00%0.03%0.11%Q1 2019Q3 202317
Essex Financial Services, Inc. 17170.03%0.07%0.13%Q4 2018Q4 202217
QUANTUM CAPITAL MANAGEMENT 1250.00%0.35%1.29%Q4 2013Q3 202017
RAYMOND JAMES TRUST N.A. 1430.01%0.01%0.03%Q4 2018Q3 202317
PDS Planning, Inc 17170.29%3.22%4.66%Q3 2019Q3 202317
NewFocus Financial Group, LLC 17170.06%0.16%0.26%Q4 2016Q4 202017
Baldrige Asset Management LLC 17171.08%1.36%1.75%Q1 2019Q1 202317
Crabel Capital Management, LLC 730.24%1.32%2.87%Q4 2017Q2 202317
MD Financial Management Inc. 17170.46%2.24%6.27%Q4 2017Q4 202117
Beacon Harbor Wealth Advisors, Inc. 1340.36%0.48%0.81%Q2 2019Q3 202317
PFG Advisors 1110.03%0.11%0.33%Q4 2017Q3 202317
Carroll Financial Associates, Inc. 1610.00%0.00%0.01%Q3 2017Q4 202117
Patten Group, Inc. 17170.01%0.05%0.15%Q4 2014Q4 201817
Wall Capital Group, Inc. 1250.09%0.41%1.29%Q2 2017Q1 202217
Belpointe Asset Management LLC 1340.00%0.02%0.04%Q3 2018Q3 202317
CALTON & ASSOCIATES, INC. 17170.08%0.41%0.67%Q4 2017Q4 202117
CENTRAL TRUST Co 920.00%0.00%0.01%Q4 2017Q3 202317
US FINANCIAL ADVISORS, LLC 1250.02%1.32%2.38%Q2 2015Q3 202317
Sutton Wealth Advisors Inc. 1610.00%0.28%0.60%Q4 2018Q3 202317
Brickley Wealth Management 171710.28%13.14%16.73%Q4 2017Q4 202117
Hubbell Strickland Wealth Management, LLC 17170.18%0.34%0.55%Q3 2019Q3 202317
Versant Capital Management, Inc 1010.00%0.10%0.21%Q4 2015Q4 202317
Curtis Advisory Group, LLC 16160.11%0.35%0.65%Q4 2019Q3 202316
COMERICA SECURITIES,INC. 1410.01%0.16%0.60%Q1 2019Q3 202316
Commonwealth Equity Services, Inc 16160.00%0.06%0.17%Q4 2013Q3 201716
CX Institutional 1510.00%1.35%2.39%Q3 2018Q3 202316
TWO SIGMA SECURITIES, LLC 710.00%0.02%0.07%Q4 2016Q3 202316
CVA Family Office, LLC 16160.13%1.04%2.71%Q4 2019Q3 202316
Bogart Wealth, LLC 1150.00%0.00%0.00%Q3 2017Q3 202316
Marotta Asset Management 1333.16%5.09%6.43%Q4 2019Q4 202316
WALLER FINANCIAL PLANNING GROUP, INC 16164.94%6.19%8.48%Q1 2020Q4 202316
Stellar Capital Management, LLC 1510.22%0.30%0.37%Q2 2016Q2 202016
WEALTHSOURCE PARTNERS, LLC 16160.03%0.29%1.04%Q4 2018Q3 202216
S.A. Mason LLC 16160.09%0.20%0.40%Q4 2019Q3 202316
Wealth Alliance 16160.19%0.37%0.52%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.19%0.48%1.14%Q4 2019Q3 202316
CNB Bank 810.00%0.03%0.11%Q4 2017Q4 202216
PACIFIC CAPITAL WEALTH ADVISORS, INC 16161.13%3.58%7.32%Q4 2019Q3 202316
DAVENPORT & Co LLC 1510.00%0.00%0.00%Q4 2017Q1 202216
Claraphi Advisory Network, LLC 16160.06%0.16%0.34%Q4 2017Q3 202116
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.23%0.54%1.12%Q4 2019Q3 202316
Lido Advisors, LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.42%0.53%0.75%Q4 2019Q3 202316
Pure Financial Advisors, LLC 16160.16%1.15%1.87%Q1 2020Q4 202316
Sompo Asset Management Co., Ltd. 16160.47%1.50%2.90%Q3 2019Q2 202316
NextCapital Advisers, Inc. 16161.36%2.34%3.47%Q3 2018Q2 202216
MEEDER ASSET MANAGEMENT INC 820.00%0.00%0.00%Q4 2017Q1 202216
Chicago Partners Investment Group LLC 1510.03%0.06%0.11%Q1 2017Q1 202116
Affinity Capital Advisors, LLC 16160.44%0.93%1.33%Q4 2019Q3 202316
First Ascent Asset Management, LLC 16162.94%4.28%7.19%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.08%1.43%2.78%Q4 2019Q3 202316
Avion Wealth 16162.36%6.70%7.94%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.04%0.06%0.14%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16162.39%2.66%3.57%Q4 2019Q3 202316
Evanson Asset Management, LLC 1010.03%0.06%0.14%Q3 2015Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
AMG National Trust Bank 16160.01%0.04%0.09%Q4 2019Q3 202316
Archer Investment Corp 16160.00%0.08%0.24%Q4 2019Q3 202316
Selective Wealth Management, Inc. 1510.06%0.18%0.61%Q2 2019Q2 202316
Paulson Wealth Management Inc. 16161.68%2.25%2.55%Q4 2017Q3 202116
Orion Portfolio Solutions, LLC 16160.24%0.89%1.59%Q4 2019Q3 202316
Riggs Asset Managment Co. Inc. 710.00%0.43%1.96%Q2 2017Q1 202216
Foundations Investment Advisors, LLC 1060.02%0.17%1.06%Q3 2018Q3 202316
SigFig Wealth Management, LLC 16160.03%0.48%0.66%Q4 2019Q3 202316
Jacobi Capital Management LLC 16160.00%0.01%0.03%Q1 2018Q4 202116
Equitable Holdings, Inc. 16160.02%0.05%0.26%Q4 2019Q3 202316
Guidance Point Advisors, LLC 16160.24%1.30%2.44%Q4 2018Q3 202216
FineMark National Bank & Trust 1110.00%0.01%0.02%Q2 2015Q4 202216
FOUNDERS FINANCIAL SECURITIES LLC 810.05%0.36%0.78%Q1 2014Q3 202316
Strategic Blueprint, LLC 1060.03%0.10%0.17%Q3 2019Q3 202316
Integrated Advisors Network LLC 16160.02%0.08%0.17%Q4 2019Q3 202316
Summit Wealth Group, LLC 16160.82%12.29%40.24%Q4 2019Q3 202316
EXENCIAL WEALTH ADVISORS, LLC 16160.04%0.09%0.18%Q4 2019Q3 202316
BNP PARIBAS FINANCIAL MARKETS 1510.00%0.01%0.03%Q2 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.50%0.69%1.00%Q1 2020Q3 202315
Santori & Peters, Inc. 15151.79%4.29%6.05%Q3 2018Q1 202215
Homrich & Berg 810.01%0.03%0.14%Q3 2015Q3 202115
Disciplined Investments, LLC 15150.06%0.11%0.25%Q4 2019Q2 202315
Apella Capital, LLC 1232.84%4.46%6.07%Q1 2020Q4 202315
First PREMIER Bank 1020.00%0.06%0.30%Q3 2017Q2 202315
THOMPSON DAVIS & CO., INC. 15150.00%0.02%0.05%Q1 2015Q3 201815
LVW Advisors, LLC 1140.10%1.43%4.19%Q4 2014Q1 202015
J.W. COLE ADVISORS, INC. 1410.34%0.47%1.03%Q4 2019Q3 202315
Beacon Pointe Advisors, LLC 1110.01%0.11%0.34%Q2 2019Q3 202315
Checchi Capital Advisers, LLC 1210.00%0.09%0.25%Q2 2016Q2 202315
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1410.00%0.01%0.02%Q4 2014Q4 201815
Verus Financial Partners, Inc. 830.04%1.85%8.92%Q4 2013Q3 202215
Stadion Money Management, LLC 1050.01%0.56%1.27%Q4 2013Q3 201815
Cordasco Financial Network 930.02%0.69%2.96%Q4 2015Q2 202215
Magnus Financial Group LLC 15150.07%1.30%2.45%Q4 2018Q2 202215
CANANDAIGUA NATIONAL BANK & TRUST CO 1140.11%0.95%1.78%Q1 2014Q1 201815
Petix & Botte Co 1230.98%1.67%2.05%Q4 2019Q3 202315
AdvicePeriod, LLC 15152.36%4.28%5.58%Q4 2017Q2 202115
Stokes & Hubbell Capital Management, LLC 15150.11%0.26%0.49%Q3 2015Q1 201915
Manning & Napier Group, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 15150.01%0.03%0.08%Q2 2018Q4 202115
Arkadios Wealth Advisors 1410.00%0.50%1.11%Q4 2019Q3 202315
Advisor Group, Inc. 15150.40%1.01%1.48%Q2 2016Q4 201915
RMR Wealth Builders 1410.06%0.50%1.15%Q4 2019Q3 202315
MSI Financial Services Inc 15150.00%0.04%0.09%Q2 2013Q4 201615
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1310.05%0.27%0.57%Q4 2018Q3 202315
INVESTMENT CENTERS OF AMERICA INC 1110.52%1.29%1.86%Q3 2013Q3 201715
Vantage Investment Advisors, LLC 1050.00%0.01%0.02%Q4 2014Q3 201815
Prospera Financial Services Inc 1310.01%0.03%0.07%Q3 2019Q3 202315
Acropolis Investment Management, LLC 15150.02%0.02%0.03%Q3 2018Q1 202215
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2013Q3 202314
CIBC WORLD MARKET INC. 1210.00%0.00%0.01%Q1 2017Q3 202314
Bridgeworth, LLC 620.08%1.62%4.45%Q1 2017Q3 202314
Annex Advisory Services, LLC 14144.41%11.92%14.40%Q3 2013Q4 201614
MorganRosel Wealth Management, LLC 14140.18%0.22%0.28%Q2 2020Q3 202314
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1310.02%0.12%0.21%Q4 2018Q2 202314
Mosaic Family Wealth, LLC 14140.00%0.00%0.01%Q4 2015Q1 201914
Baltimore-Washington Financial Advisors, Inc. 910.02%0.45%0.88%Q4 2015Q1 202214
EP Wealth Advisors, LLC 910.00%0.26%0.70%Q3 2019Q3 202314
Lion Street Advisors, LLC 950.21%1.30%4.03%Q4 2019Q3 202314
Capital Advisory Group Advisory Services, LLC 710.00%0.03%0.18%Q1 2018Q1 202214
Global Financial Private Capital, Inc 14140.99%1.49%2.06%Q1 2017Q2 202014
Brio Consultants, LLC 14140.34%1.09%1.77%Q4 2018Q1 202214
SRS Capital Advisors, Inc. 1040.00%0.08%0.28%Q1 2020Q3 202314
Elmwood Wealth Management, Inc. 1110.26%0.58%0.72%Q1 2018Q4 202114
DAVIDSON TRUST CO 14140.18%0.32%0.45%Q4 2019Q1 202314
Prestige Wealth Management Group LLC 1310.00%0.00%0.01%Q4 2019Q3 202314
Transform Wealth, LLC 730.04%0.22%0.60%Q2 2016Q4 202014
Peninsula Wealth, LLC 14140.15%0.30%0.40%Q2 2020Q3 202314
Greenwich Wealth Management LLC 14140.08%0.10%0.18%Q2 2020Q3 202314
FormulaFolio Investments, LLC 520.02%0.44%1.20%Q1 2015Q2 202114
BlueSky Wealth Advisors, LLC 14143.34%3.62%3.82%Q4 2016Q1 202014
Outlook Wealth Advisors, LLC 1130.20%0.44%1.27%Q1 2020Q3 202314
Verde Capital Management 14140.14%0.45%0.89%Q2 2020Q3 202314
Pointe Capital Management LLC 14140.72%1.51%1.95%Q2 2020Q3 202314
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q2 2016Q3 202314
Asset Dedication, LLC 910.00%0.01%0.10%Q4 2015Q3 202314
SVB WEALTH LLC 950.00%0.01%0.02%Q2 2019Q3 202314
Hudock, Inc. 1310.00%0.00%0.02%Q3 2016Q4 202014
Kestra Advisory Services, LLC 13130.11%0.24%0.36%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.02%0.14%Q1 2020Q3 202313
Renaissance Technologies 720.00%0.01%0.01%Q1 2018Q3 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.07%0.10%0.14%Q3 2020Q3 202313
TIEDEMANN ADVISORS, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
CAMDEN NATIONAL BANK 13130.15%1.11%1.62%Q1 2019Q1 202213
Hanlon Investment Management, Inc. 13131.46%1.93%2.82%Q3 2020Q3 202313
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
COMMERCE BANK 710.00%0.00%0.00%Q2 2017Q4 202113
Newbridge Financial Services Group, Inc. 13130.02%0.15%0.32%Q3 2020Q3 202313
CGN Advisors LLC 13130.45%0.93%1.18%Q4 2020Q4 202313
First Bank & Trust 13130.01%0.03%0.04%Q2 2019Q2 202213
Bouchey Financial Group Ltd 13132.32%3.51%4.52%Q2 2014Q2 201713
Wiser Wealth Management, Inc 13134.70%6.20%6.72%Q4 2020Q4 202313
Independence Bank of Kentucky 1030.00%0.01%0.02%Q1 2018Q3 202313
Prime Capital Investment Advisors, LLC 810.02%0.19%0.78%Q2 2018Q3 202313
White Lighthouse Investment Management Inc. 940.06%0.37%0.81%Q4 2017Q3 202313
Paradigm Financial Partners, LLC 13130.05%0.08%0.11%Q1 2019Q1 202213
Gladstone Institutional Advisory LLC 1110.02%0.05%0.28%Q1 2020Q3 202313
Wealth Quarterback LLC 510.15%1.11%3.29%Q1 1987Q2 202313
Fisher Asset Management, LLC 1210.00%0.00%0.00%Q2 2019Q3 202313
Cerity Partners LLC 1210.00%0.07%0.20%Q2 2020Q3 202313
ALPHASIMPLEX GROUP, LLC 13130.27%0.81%1.92%Q4 2017Q4 202013
Perella Weinberg Partners Capital Management LP 1030.44%1.33%3.24%Q2 2015Q2 201913
Guidant Wealth Advisors 13134.80%5.85%8.03%Q3 2016Q3 201913
McLean Asset Management Corp 13130.50%0.74%1.19%Q4 2020Q4 202313
Hexagon Capital Partners LLC 13130.14%0.18%0.23%Q3 2020Q3 202313
Diversified Portfolios, Inc. 940.12%0.30%0.79%Q2 2020Q3 202313
Modera Wealth Management, LLC 13130.03%0.12%0.32%Q3 2020Q3 202313
ROPES WEALTH ADVISORS LLC 1110.01%0.07%0.11%Q2 2018Q2 202213
Optas, LLC 13130.19%4.29%7.37%Q4 2019Q4 202213
Clearstead Advisors, LLC 510.00%0.03%0.12%Q2 2018Q3 202313
COURIER CAPITAL LLC 13130.08%0.14%0.19%Q4 2014Q4 201713
Burleson & Company, LLC 13130.07%0.28%0.44%Q4 2019Q4 202213
MGO ONE SEVEN LLC 1010.01%0.04%0.08%Q4 2017Q3 202313
Southland Equity Partners LLC 12120.33%0.65%1.03%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 1020.06%0.22%0.59%Q3 2020Q3 202312
ENTERPRISE FINANCIAL SERVICES CORP 12120.00%0.41%0.60%Q1 2019Q4 202112
SOA Wealth Advisors, LLC. 12120.02%0.02%0.02%Q4 2020Q3 202312
Red Wave Investments LLC 12122.07%3.49%4.98%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.00%0.54%1.56%Q4 2020Q3 202312
Legacy Financial Group LLC 12120.16%2.30%2.93%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.04%0.05%0.09%Q4 2020Q3 202312
Nadler Financial Group, Inc. 12120.05%0.06%0.07%Q3 2018Q2 202112
Cresset Asset Management, LLC 610.00%0.01%0.02%Q4 2018Q2 202312
McKinley Carter Wealth Services, Inc. 12120.03%0.26%0.90%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.06%0.09%0.11%Q4 2020Q3 202312
COLDSTREAM CAPITAL MANAGEMENT INC 12120.03%0.04%0.07%Q1 2015Q4 201712
Advisory Alpha, LLC 530.04%0.06%0.07%Q1 2018Q4 202112
GREAT LAKES ADVISORS, LLC 12120.01%0.11%0.23%Q3 2015Q2 201812
DEFINED WEALTH MANAGEMENT, LLC 12120.45%0.71%1.23%Q4 2020Q3 202312
Veery Capital, LLC 12120.78%1.42%1.78%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.75%2.21%2.82%Q4 2020Q3 202312
Plante Moran Financial Advisors, LLC 310.00%0.00%0.02%Q4 2015Q3 202312
FLOW TRADERS U.S. LLC 410.00%0.13%0.75%Q1 2015Q2 202212
Annapolis Financial Services, LLC 12120.76%1.95%2.72%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.33%0.42%0.47%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 121213.25%19.20%24.13%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.05%0.12%0.22%Q4 2020Q3 202312
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Live Your Vision, LLC 1110.01%0.04%0.08%Q3 2015Q1 201912
Bank of Marin 12120.40%1.26%1.70%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12125.21%6.91%8.81%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.06%0.69%1.02%Q4 2020Q3 202312
Truadvice, LLC 840.10%0.20%0.53%Q3 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.01%0.02%Q1 2020Q4 202212
ALTERNA WEALTH MANAGEMENT, INC 810.28%2.13%2.95%Q3 2019Q3 202312
True Link Financial Advisors, LLC 12121.72%1.90%2.04%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.21%1.52%2.75%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12120.09%0.17%0.39%Q4 2020Q3 202312
ADE, LLC 12125.60%9.05%12.09%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Zeit Capital LLC 12121.96%2.36%2.65%Q4 2020Q3 202312
NATIXIS 930.01%0.01%0.01%Q1 2019Q1 202212
Corrigan Financial, Inc. 12120.25%1.48%3.11%Q1 2020Q4 202212
Running Point Capital Advisors, LLC 12122.26%3.09%4.24%Q4 2020Q3 202312
Fullen Financial Group 12120.38%0.45%0.62%Q2 2020Q1 202312
LexAurum Advisors, LLC 12120.08%0.14%0.23%Q3 2019Q2 202212
Truvestments Capital LLC 810.00%0.02%0.04%Q1 2019Q4 202212
BSW Wealth Partners 1110.07%0.24%0.33%Q1 2016Q1 202312
Falcon Wealth Planning 12122.10%2.89%3.72%Q4 2020Q3 202312
Summit Financial, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
Unison Advisors LLC 1020.07%1.39%2.18%Q4 2017Q4 202012
3D/L Capital Management, LLC 12120.00%0.25%0.39%Q4 2020Q3 202312
Brinker Capital Investments, LLC 910.00%0.11%0.15%Q4 2014Q2 201912
Qube Research & Technologies Ltd 1010.00%1.53%5.76%Q4 2019Q3 202312
Vectors Research Management, LLC 12120.00%0.00%0.01%Q3 2019Q2 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.17%0.52%1.35%Q4 2018Q3 202112
RWA WEALTH PARTNERS, LLC 1110.04%0.46%1.50%Q1 2017Q1 202012
Center For Asset Management LLC 12121.01%2.81%5.36%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.25%0.35%0.50%Q4 2020Q3 202312
Highstreet Asset Management Inc. 11110.01%0.01%0.02%Q2 2017Q4 201911
Aptus Capital Advisors, LLC 11110.01%0.02%0.06%Q1 2021Q3 202311
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2017Q3 202311
Fort Henry Capital, LLC 1010.25%0.39%0.58%Q4 2020Q3 202311
Peak Financial Management, Inc. 1010.10%4.17%5.76%Q4 2015Q3 201811
Beacon Financial Advisory LLC 11110.14%0.21%0.29%Q1 2021Q3 202311
COMERICA SECURITIES INC 11110.05%0.26%0.54%Q2 2016Q4 201811
PARSONS CAPITAL MANAGEMENT INC/RI 11110.02%0.03%0.03%Q1 2021Q3 202311
Applied Capital LLC 11111.34%1.94%2.64%Q1 2021Q3 202311
M Holdings Securities, Inc. 650.49%0.69%0.94%Q1 2020Q1 202311
INR ADVISORY SERVICES LLC 11112.74%3.70%6.08%Q3 2016Q1 201911
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.00%1.68%2.22%Q4 2018Q3 202211
Parsec Financial Management, Inc. 11110.03%0.14%0.24%Q1 2020Q3 202211
Ameritas Investment Company, LLC 920.03%0.10%0.37%Q4 2018Q3 202111
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
55I, LLC 11110.02%0.28%0.95%Q3 2019Q1 202211
Bell Rock Capital LLC 1010.01%0.17%1.64%Q3 2017Q2 202211
Stratos Wealth Advisors, LLC 11110.04%0.12%0.44%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.01%0.03%0.03%Q1 2021Q3 202311
MBM Wealth Consultants, LLC 11110.01%1.88%3.41%Q1 2019Q3 202111
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
TOMPKINS FINANCIAL CORP 920.00%0.00%0.00%Q4 2020Q3 202311
Simmons Bank 11110.07%0.11%0.14%Q1 2021Q3 202311
TrueWealth Advisors, LLC 11110.26%0.43%0.70%Q1 2021Q3 202311
Summit Global Investments 810.03%0.09%0.33%Q1 2019Q3 202311
New England Professional Planning Group Inc. 430.28%2.73%7.02%Q3 2015Q2 202011
BENJAMIN EDWARDS INC 650.00%0.01%0.02%Q1 2020Q3 202311
Laidlaw Wealth Management LLC 11110.04%0.08%0.16%Q4 2020Q2 202311
WASHINGTON TRUST Co 1010.00%0.00%0.00%Q2 2018Q3 202311
Inscription Capital, LLC 920.11%0.18%0.23%Q4 2020Q3 202311
Marquette Asset Management, LLC 610.00%0.01%0.03%Q1 2019Q3 202311
Sanctuary Wealth Management, L.L.C. 710.00%0.23%0.57%Q1 2010Q3 202311
PRIVATE TRUST CO NA 650.00%0.01%0.02%Q3 2013Q3 202311
TOWNSQUARE CAPITAL LLC 810.00%0.01%0.02%Q1 2020Q3 202311
Winthrop Advisory Group LLC 11110.06%0.08%0.12%Q4 2019Q2 202211
TECTONIC ADVISORS LLC 11110.05%0.20%0.31%Q1 2021Q3 202311
Capital Directions Investment Advisors, LLC 310.00%0.00%0.03%Q4 2017Q4 202211
StoneX Group Inc. 910.04%0.18%0.84%Q2 2017Q3 202311
Efficient Advisors, LLC 830.95%2.02%2.74%Q4 2020Q3 202311
Fermata Advisors, LLC 11110.16%0.49%1.36%Q1 2021Q3 202311
Miracle Mile Advisors, LLC 11110.01%0.06%0.46%Q2 2019Q4 202111
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q2 2014Q4 202211
Canal Capital Management, LLC 610.09%0.20%0.52%Q4 2019Q4 202211
Robertson Stephens Wealth Management, LLC 410.03%0.65%2.06%Q4 2018Q4 202211
CT Financial Advisors LLC 1010.08%0.12%0.16%Q1 2014Q1 201711
Jentner Corp 11110.39%1.12%2.03%Q1 2021Q3 202311
Accel Wealth Management 10100.03%0.11%0.20%Q4 2020Q1 202310
Braun-Bostich & Associates Inc. 641.06%2.06%3.48%Q4 2020Q2 202310
DOHJ, LLC 10100.11%0.28%0.88%Q4 2019Q1 202210
ACG Wealth 910.01%0.07%0.16%Q2 2017Q2 202210
Concord Wealth Partners 430.00%0.00%0.02%Q4 2020Q3 202310
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q1 2020Q3 202310
WealthOne, LLC 910.10%0.15%0.27%Q4 2018Q4 202210
SVB Investment Services Inc. 10101.02%2.03%3.48%Q4 2019Q1 202210
Huber Financial Advisors, LLC 101014.99%19.79%27.65%Q4 2017Q1 202010
Waterfront Wealth Inc. 10100.08%0.12%0.16%Q2 2021Q3 202310
Northwest Capital Management Inc 820.03%1.11%4.44%Q4 2017Q3 202310
TRUST CO OF VERMONT 910.00%0.00%0.01%Q2 2019Q4 202110
Merit Financial Group, LLC 730.01%0.03%0.05%Q1 2021Q3 202310
Koss-Olinger Consulting, LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
Elevated Capital Advisors, LLC 510.58%0.96%1.37%Q1 2019Q3 202310
Alliance Wealth Management Group 10100.14%1.18%2.08%Q3 2016Q4 201810
SCHRODER INVESTMENT MANAGEMENT GROUP 710.02%0.02%0.03%Q3 2018Q3 202310
Jaffetilchin Investment Partners, LLC 10104.27%6.23%8.23%Q1 2014Q2 201610
CARY STREET PARTNERS ASSET MANAGEMENT LLC 610.03%0.06%0.14%Q4 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.25%0.50%0.73%Q4 2020Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.03%0.11%0.18%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.09%0.18%Q1 2021Q3 202310
CITY HOLDING CO 640.00%0.00%0.00%Q3 2018Q2 202210
Rappaport Reiches Capital Management, LLC 10106.52%12.75%24.84%Q2 2021Q3 202310
Evercore Wealth Management, LLC 420.00%0.00%0.01%Q4 2015Q4 202210
Moloney Securities Asset Management, LLC 420.06%0.16%0.30%Q1 2017Q1 202010
FIRST MERCHANTS CORP 10100.01%0.42%0.64%Q2 2021Q3 202310
RED CEDAR INVESTMENT MANAGEMENT, LLC 10100.04%6.89%10.99%Q3 2018Q4 202010
Syverson Strege & Co 10100.02%0.09%0.14%Q4 2020Q1 202310
Blue Barn Wealth, LLC 10106.26%7.88%10.30%Q2 2021Q3 202310
KWB Wealth 10100.12%0.46%0.94%Q4 2020Q1 202310
Investors Research Corp 10100.00%0.00%0.01%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 210.02%0.19%0.35%Q2 2017Q4 202210
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 610.04%0.19%0.51%Q3 2016Q3 202310
HoyleCohen, LLC 640.02%0.03%0.06%Q3 2020Q3 202310
BALLAST ADVISORS LLC 550.09%0.15%0.24%Q1 2021Q3 202310
Spearhead Capital Advisors, LLC 10100.04%0.07%0.09%Q1 2020Q2 202210
Auxano Advisors, LLC 10100.14%0.21%0.30%Q1 2020Q2 202210
Intelligence Driven Advisers, LLC 10100.07%1.00%2.18%Q4 2018Q1 202110
Portfolio Solutions, LLC 610.02%0.45%2.01%Q3 2017Q3 202210
Tri-Star Advisors Inc. 10100.14%0.18%0.35%Q2 2020Q3 202210
CULLEN/FROST BANKERS, INC. 710.00%0.00%0.01%Q2 2019Q3 202310
HBW ADVISORY SERVICES LLC 710.10%0.24%0.38%Q4 2019Q3 202310
Paragon Wealth Strategies, LLC 10100.18%3.37%4.88%Q2 2019Q3 202110
Virtu KCG Holdings LLC 410.01%0.04%0.19%Q3 2013Q2 201710
Dorsey & Whitney Trust CO LLC 520.02%0.03%0.06%Q3 2019Q3 20239
CAPITAL ONE FINANCIAL CORP 993.65%4.70%6.40%Q1 2020Q1 20229
INNEALTA CAPITAL, LLC 990.15%4.96%19.86%Q4 2018Q4 20209
CAPITAL INSIGHT PARTNERS, LLC 990.06%0.25%0.39%Q2 2020Q2 20229
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.02%0.05%0.16%Q2 2020Q2 20229
Sigma Investment Management Co 990.29%0.30%0.33%Q1 2016Q1 20189
WEBSTERROGERS FINANCIAL ADVISORS, LLC 990.11%0.25%0.38%Q4 2020Q4 20229
HSBC HOLDINGS PLC 990.00%0.00%0.01%Q3 2021Q3 20239
Baker Avenue Asset Management, LP 810.00%1.37%2.24%Q4 2014Q2 20239
Hayden Royal, LLC 610.13%0.51%0.81%Q2 2019Q4 20219
Tenret Co LLC 993.82%6.98%7.75%Q2 2021Q2 20239
Stanford Investment Group, Inc. 990.00%0.01%0.01%Q4 2014Q4 20169
First Command Financial Services, Inc. 990.00%0.00%0.03%Q4 2020Q4 20229
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 630.26%0.39%0.76%Q2 2017Q4 20199
Concorde Asset Management, LLC 990.14%0.21%0.44%Q1 2020Q1 20229
BEACON INVESTMENT ADVISORY SERVICES, INC. 990.02%0.42%0.82%Q2 2018Q2 20209
Renasant Bank 990.20%0.39%0.73%Q4 2020Q4 20229
FLAGSTAR ADVISORS INC 990.15%0.22%0.32%Q3 2021Q3 20239
Certified Advisory Corp 540.11%0.68%1.31%Q2 2019Q4 20219
Perigon Wealth Management, LLC 610.00%0.05%0.07%Q3 2011Q3 20239
Five Oceans Advisors 990.74%0.96%1.51%Q3 2021Q3 20239
HOWARD WEALTH MANAGEMENT, LLC 710.03%0.41%0.59%Q4 2019Q3 20229
Hefty Wealth Partners 992.13%3.36%4.13%Q4 2015Q4 20179
Providence Capital Advisors, LLC 540.01%0.02%0.04%Q4 2018Q3 20219
BAKER BOYER NATIONAL BANK 810.12%0.19%0.29%Q2 2021Q3 20239
Madrona Financial Services, LLC 720.32%2.82%4.51%Q1 2019Q3 20239
PANAGORA ASSET MANAGEMENT INC 630.00%0.01%0.03%Q2 2017Q1 20219
OptiFour Integrated Wealth Management, LLC 993.62%4.06%4.52%Q4 2017Q4 20199
ROVIN CAPITAL /UT/ /ADV 510.35%1.30%3.46%Q4 2019Q4 20229
First Command Bank 990.00%0.01%0.03%Q4 2020Q4 20229
Facet Wealth, Inc. 720.01%5.91%9.11%Q4 2020Q3 20239
Arcus Capital Partners, LLC 810.00%0.20%0.27%Q2 2017Q4 20229
LifeSteps Financial, Inc. 810.15%0.26%0.39%Q4 2019Q2 20229
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.01%Q1 2014Q1 20169
Vanguard Personalized Indexing Management, LLC 990.02%0.18%0.45%Q1 2020Q1 20229
Cedar Wealth Management, LLC 990.00%0.00%0.00%Q4 2019Q4 20219
Princeton Portfolio Strategies Group LLC 310.06%0.17%0.38%Q2 2017Q4 20209
Legacy Private Trust Co. 990.04%0.63%1.72%Q2 2015Q2 20179
Triumph Capital Management 990.14%0.41%1.34%Q3 2021Q3 20239
Genesee Capital Advisors, LLC 990.81%1.93%3.21%Q1 2019Q1 20219
Aletheian Wealth Advisors LLC 993.86%4.91%6.30%Q4 2021Q4 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.03%0.04%0.08%Q1 2017Q3 20228
MARYLAND CAPITAL ADVISORS INC. 880.04%0.05%0.07%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.19%0.26%0.34%Q4 2021Q3 20238
ASPIRIANT, LLC 710.45%0.51%0.58%Q3 2017Q3 20198
FundX Investment Group, LLC 623.16%4.08%5.57%Q2 2016Q3 20198
Ameritas Advisory Services, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Helen Stephens Group, LLC 886.82%7.79%9.76%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.14%0.22%0.33%Q4 2021Q3 20238
Level Financial Advisors 881.48%2.06%3.18%Q4 2021Q3 20238
Ascent Group, LLC 880.62%0.70%0.80%Q4 2021Q3 20238
City State Bank 880.21%1.22%2.44%Q4 2021Q3 20238
Castleview Partners, LLC 880.00%0.04%0.21%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.04%0.09%0.23%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.46%0.58%0.64%Q4 2021Q3 20238
TrueWealth Financial Partners 884.46%5.12%5.47%Q4 2021Q3 20238
Brooklyn FI, LLC 883.66%4.98%5.82%Q4 2021Q3 20238
Evolution Advisers, Inc. 8811.42%11.95%12.64%Q4 2021Q3 20238
Hemington Wealth Management 880.11%0.80%1.24%Q4 2020Q3 20228
Rise Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.06%0.08%0.12%Q4 2021Q3 20238
Security Financial Services, INC. 880.30%0.34%0.45%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.44%0.77%1.10%Q4 2021Q3 20238
PRINCIPAL FINANCIAL GROUP INC 710.00%0.00%0.00%Q4 2018Q3 20218
ASSET PLANNING CORPORATION 889.59%12.12%13.67%Q4 2020Q3 20228
Capasso Planning Partners LLC 880.39%0.80%1.59%Q4 2021Q3 20238
Endurance Wealth Management, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
ShankerValleau Wealth Advisors, Inc. 885.89%6.74%7.60%Q4 2021Q3 20238
Intergy Private Wealth, LLC 881.32%1.65%2.41%Q4 2021Q3 20238
CAHABA WEALTH MANAGEMENT, INC. 440.03%0.07%0.12%Q2 2020Q3 20238
MYCIO WEALTH PARTNERS, LLC 530.03%0.04%0.06%Q4 2015Q2 20198
National Wealth Management Group, LLC 881.22%1.84%2.45%Q4 2021Q3 20238
PACK Private Wealth, LLC 880.19%0.22%0.24%Q4 2021Q3 20238
CITIZENS FINANCIAL GROUP INC/RI 320.00%0.01%0.02%Q2 2018Q3 20238
Claybrook Capital, LLC 440.17%0.20%0.23%Q4 2017Q4 20198
FSC Wealth Advisors, LLC 880.00%0.04%0.18%Q4 2021Q3 20238
Lloyd Advisory Services, LLC. 880.02%0.02%0.02%Q2 2020Q1 20228
CARDIFF PARK ADVISORS, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
McAdam, LLC 410.00%0.02%0.03%Q1 2018Q4 20228
Rodgers Brothers Inc. 880.08%0.12%0.15%Q4 2021Q3 20238
EATON VANCE MANAGEMENT 880.00%0.02%0.05%Q4 2020Q3 20228
Granite Investment Advisors, LLC 880.06%0.11%0.17%Q2 2018Q1 20208
WOLFF WIESE MAGANA LLC 880.11%0.13%0.16%Q4 2020Q3 20228
First Command Advisory Services, Inc. 310.00%0.00%0.00%Q1 2021Q3 20238
HC FINANCIAL ADVISORS INC 880.32%0.35%0.40%Q3 2020Q2 20228
Redhawk Wealth Advisors, Inc. 880.07%0.12%0.19%Q4 2018Q3 20208
Straight Path Wealth Management 880.41%0.52%0.61%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 883.25%4.30%5.20%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.94%1.17%1.36%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 883.61%3.95%4.08%Q4 2021Q3 20238
Twele Capital Management, Inc. 880.04%0.53%0.91%Q1 2019Q4 20208
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Lenox Wealth Management, Inc. 880.00%0.02%0.09%Q3 2018Q2 20208
American Trust 880.20%0.33%0.45%Q4 2021Q3 20238
RFG Advisory, LLC 880.05%0.11%0.24%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 8811.62%12.26%12.69%Q4 2021Q3 20238
Bison Wealth, LLC 530.09%0.29%0.67%Q1 2020Q3 20228
Alexandria Capital, LLC 440.02%0.11%0.29%Q4 2015Q3 20198
Compagnie Lombard Odier SCmA 880.03%0.03%0.04%Q4 2015Q3 20178
MARIPAU WEALTH MANAGEMENT LLC 881.22%1.45%1.64%Q4 2021Q3 20238
GPWM LLC 885.63%8.23%8.98%Q4 2021Q3 20238
FIRETHORN WEALTH PARTNERS, LLC 880.20%0.23%0.27%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.12%0.34%Q4 2021Q3 20238
Financial Network Wealth Management LLC 880.23%0.29%0.33%Q4 2020Q3 20228
Pillar Wealth Advisors, LLC 880.18%0.21%0.23%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.93%1.45%1.97%Q4 2021Q3 20238
Wedmont Private Capital 881.44%1.63%1.89%Q4 2021Q3 20238
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 880.07%0.12%0.18%Q3 2019Q2 20218
Operose Advisors LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Blooom, Inc. 880.72%1.05%1.65%Q4 2020Q3 20228
Destination Wealth Management 310.00%0.01%0.03%Q2 2016Q1 20218
Focused Wealth Management, Inc 310.00%0.00%0.01%Q3 2015Q2 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.06%0.12%0.32%Q2 2016Q1 20188
Raleigh Capital Management Inc. 880.19%0.27%0.61%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
ZACKS INVESTMENT MANAGEMENT 880.01%0.01%0.02%Q3 2016Q2 20188
Bragg Financial Advisors, Inc 440.01%0.04%0.06%Q1 2016Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.12%0.34%0.92%Q4 2021Q3 20238
Gould Capital, LLC 884.85%5.47%5.97%Q4 2021Q3 20238
HRT FINANCIAL LP 110.01%0.02%0.05%Q4 2018Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.02%0.10%Q4 2021Q3 20238
Crewe Advisors LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Golden State Wealth Management, LLC 310.01%0.04%0.10%Q1 2019Q1 20228
StrongBox Wealth, LLC 880.25%0.88%1.80%Q1 2020Q4 20218
Asset Planning Services, Ltd. 710.00%0.00%0.00%Q2 2017Q2 20198
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.14%0.33%0.46%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.01%0.03%Q4 2020Q4 20228
FourThought Financial, LLC 880.27%0.29%0.37%Q4 2020Q3 20228
PSI Advisors, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Vista Private Wealth Partners. LLC 610.46%0.51%0.61%Q4 2020Q3 20227
MPS Loria Financial Planners, LLC 770.11%0.20%0.26%Q2 2019Q4 20207
SteelPeak Wealth, LLC 770.08%0.17%0.24%Q4 2019Q2 20217
IEQ CAPITAL, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
HEADINVEST, LLC 610.02%0.09%0.10%Q2 2015Q3 20237
Stone Point Wealth LLC 770.12%0.31%0.82%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.01%0.01%0.02%Q2 2018Q1 20207
Bank of New Hampshire 770.02%0.02%0.03%Q1 2022Q3 20237
V Wealth Advisors LLC 770.10%0.13%0.19%Q4 2016Q2 20187
PROFFITT & GOODSON INC 770.00%1.06%1.96%Q3 2018Q1 20207
Advisory Services & Investments, LLC 770.47%1.04%2.52%Q1 2022Q3 20237
First City Capital Management, Inc. 770.13%0.22%0.33%Q4 2020Q2 20227
Three Bridge Wealth Advisors, LLC 770.09%0.17%0.27%Q1 2022Q3 20237
Leicht Financial Planning & Wealth Management, Inc. 770.66%3.82%5.77%Q3 2018Q1 20207
Retirement Group, LLC 610.02%0.03%0.06%Q4 2019Q3 20217
Eagle Strategies LLC 430.08%0.14%0.24%Q4 2021Q3 20237
WealthTrust-Arizona, LLC 770.12%0.17%0.34%Q4 2014Q2 20167
Windhaven Investment Management, Inc. 770.62%0.64%0.68%Q4 2014Q2 20167
IVC Wealth Advisors LLC 770.20%0.26%0.32%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
MACROVIEW INVESTMENT MANAGEMENT LLC 610.00%0.00%0.01%Q4 2019Q3 20237
ProVise Management Group, LLC 770.02%0.39%0.69%Q3 2020Q1 20227
L.M. KOHN & COMPANY 770.10%0.18%0.27%Q1 2022Q3 20237
Mascoma Wealth Management LLC 430.03%0.40%1.08%Q4 2016Q4 20187
Brown Financial Advisory 770.49%1.10%1.68%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2016Q3 20237
IFG Advisory, LLC 610.02%0.02%0.03%Q4 2021Q3 20237
Foster Group, Inc. 770.06%0.09%0.14%Q4 2020Q2 20227
WMG Financial Advisors, LLC 770.66%0.85%1.00%Q4 2021Q2 20237
GeoWealth Management, LLC 410.00%0.53%2.44%Q3 2019Q3 20237
CURIAN CAPITAL LLC 770.77%1.73%2.59%Q2 2014Q4 20157
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
SMITH, MOORE & CO. 770.04%0.06%0.08%Q2 2021Q4 20227
GoalVest Advisory LLC 510.00%0.00%0.01%Q2 2021Q3 20237
Total Wealth Planning, LLC 771.24%3.05%4.18%Q1 2022Q3 20237
Exchange Capital Management, Inc. 430.00%0.00%0.01%Q3 2014Q1 20177
Horizons Wealth Management 774.09%4.49%4.82%Q2 2022Q4 20237
Refined Wealth Management 7714.04%14.89%15.74%Q1 2022Q3 20237
Investments & Financial Planning, LLC 433.23%4.43%5.53%Q4 2021Q3 20237
Financial Guidance Group, Inc. 770.19%0.20%0.21%Q1 2022Q3 20237
HM PAYSON & CO 410.00%0.00%0.00%Q2 2019Q4 20217
TOEWS CORP /ADV 410.02%0.05%0.08%Q2 2018Q3 20217
HHM Wealth Advisors, LLC 610.00%0.00%0.01%Q1 2021Q2 20237
Parkside Financial Bank & Trust 310.00%0.01%0.01%Q1 2017Q4 20227
Independent Advisor Alliance 510.09%0.28%0.68%Q1 2017Q3 20237
Wealthfront Advisers LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.03%0.20%0.26%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.04%0.08%Q1 2022Q3 20237
Colonial River Wealth Management, LLC 770.19%0.21%0.22%Q1 2022Q3 20237
AVAII WEALTH MANAGEMENT, LLC 770.28%0.56%0.76%Q1 2022Q3 20237
WEALTHCARE CAPITAL MANAGEMENT LLC 520.01%0.02%0.02%Q3 2019Q3 20217
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
Vise Technologies, Inc. 771.83%2.23%2.52%Q1 2022Q3 20237
Trutina Financial LLC 770.47%1.12%1.70%Q2 2015Q4 20167
Atria Wealth Solutions, Inc. 770.65%0.75%0.86%Q1 2022Q3 20237
Coombe, Bender & Co LLC 661.45%1.55%1.71%Q2 2022Q3 20236
Elk River Wealth Management, LLC 660.08%0.10%0.13%Q4 2020Q1 20226
WFG Advisors, LP 510.00%0.05%0.28%Q4 2013Q2 20176
JBJ Investment Partners, LLC 664.30%5.03%5.91%Q3 2020Q4 20216
Independent Portfolio Consultants, Inc. 660.08%0.29%0.52%Q4 2015Q1 20176
New Harbor Financial Group, LLC 660.14%0.20%0.26%Q2 2022Q3 20236
HB Wealth Management, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Coston, McIsaac & Partners 660.13%0.16%0.26%Q2 2022Q3 20236
Onyx Bridge Wealth Group LLC 420.10%1.54%7.10%Q4 2020Q3 20236
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
High Note Wealth, LLC 660.96%1.47%1.83%Q4 2020Q1 20226
ALPS ADVISORS INC 660.13%0.15%0.18%Q1 2015Q2 20166
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
Johnson Midwest Financial, LLC 510.01%0.03%0.05%Q2 2021Q3 20236
GYL FINANCIAL SYNERGIES, LLC 660.11%0.15%0.19%Q4 2018Q1 20206
UBS AG 660.00%0.03%0.12%Q2 2013Q3 20146
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q3 2017Q4 20186
Addison Advisors LLC 420.00%0.22%0.66%Q4 2021Q3 20236
RITHOLTZ WEALTH MANAGEMENT 510.05%0.06%0.08%Q2 2018Q4 20196
Allen Capital Group, LLC 660.03%0.44%0.71%Q3 2020Q4 20216
J2 Capital Management Inc 331.06%1.37%1.82%Q4 2021Q3 20236
Krilogy Financial LLC 210.00%0.01%0.03%Q4 2017Q4 20216
Charles Schwab Trust Co 660.06%0.10%0.22%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.01%0.02%Q2 2021Q4 20226
SIMON QUICK ADVISORS, LLC 660.33%0.46%0.58%Q2 2022Q3 20236
Enterprise Trust & Investment Co 660.00%0.00%0.00%Q2 2020Q3 20216
CAPITAL WEALTH MANAGEMENT, LLC 660.25%0.35%0.45%Q1 2020Q2 20216
Forum Private Client Group LLC 660.67%0.82%1.04%Q1 2022Q2 20236
Carmichael Hill & Associates, Inc. 660.00%0.02%0.02%Q2 2022Q3 20236
SG Americas Securities, LLC 210.00%0.04%0.11%Q2 2014Q2 20236
Horan Securities, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
N.E.W. Advisory Services LLC 660.06%0.10%0.14%Q2 2022Q3 20236
BESSEMER GROUP INC 310.00%0.00%0.00%Q1 2018Q2 20226
MinichMacGregor Wealth Management, LLC 310.01%1.74%3.65%Q2 2018Q3 20216
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 660.47%0.80%1.19%Q1 2020Q2 20216
NVWM, LLC 310.01%0.13%0.60%Q4 2018Q2 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Greenspring Advisors, LLC 660.48%0.59%0.81%Q4 2021Q1 20236
JT Stratford LLC 660.34%0.36%0.42%Q2 2022Q3 20236
VISTA CAPITAL PARTNERS, INC. 510.03%0.04%0.06%Q2 2020Q3 20226
DBK Financial Counsel, LLC 660.30%0.36%0.43%Q2 2022Q3 20236
SHUFRO ROSE & CO LLC 660.02%0.08%0.14%Q2 2022Q3 20236
THOMPSON SIEGEL & WALMSLEY LLC 510.00%0.00%0.00%Q1 2017Q3 20216
GRAND WEALTH MANAGEMENT, LLC 660.22%0.35%0.41%Q4 2021Q1 20236
Lansing Street Advisors 660.02%0.09%0.19%Q1 2022Q2 20236
SMITH HAYES Advisers, Inc 660.06%0.07%0.08%Q4 2014Q1 20166
BANK OF NOVA SCOTIA 510.01%0.01%0.01%Q3 2019Q4 20216
Kozak & Associates, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
MEANS INVESTMENT CO., INC. 660.06%0.10%0.15%Q2 2022Q3 20236
CUTLER INVESTMENT COUNSEL LLC 420.11%0.13%0.14%Q1 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 410.00%0.09%0.48%Q2 2019Q3 20236
WINTRUST INVESTMENTS LLC 420.05%0.14%0.19%Q1 2017Q4 20196
MATHER GROUP, LLC. 660.02%0.04%0.11%Q2 2022Q3 20236
Sullivan, Bruyette, Speros & Blaney, LLC 660.01%0.02%0.02%Q4 2019Q1 20216
Yellowstone Partners, LLC 420.11%0.32%0.51%Q4 2015Q4 20176
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 661.53%1.64%1.73%Q3 2014Q4 20156
Secure Asset Management, LLC 220.19%0.49%1.16%Q4 2019Q1 20226
MANAGED ACCOUNT ADVISORS LLC 660.00%0.04%0.08%Q1 2014Q2 20156
TIAA, FSB 420.00%0.00%0.01%Q1 2021Q4 20226
BRINKER CAPITAL INC 660.06%0.26%0.34%Q3 2015Q4 20166
Householder Group Estate & Retirement Specialist, LLC 410.10%0.24%0.46%Q4 2021Q3 20236
IRON Financial LLC 661.46%2.11%2.91%Q1 2016Q2 20176
MBE Wealth Management, LLC 550.14%0.18%0.24%Q4 2019Q4 20205
Legacy Capital Wealth Partners, LLC 551.38%1.54%1.92%Q4 2020Q4 20215
KENFARB & CO. 550.04%0.04%0.04%Q3 2022Q3 20235
Avidian Wealth Solutions, LLC 410.03%0.06%0.09%Q4 2018Q1 20205
Ahrens Investment Partners LLC 320.03%0.40%1.28%Q4 2021Q1 20235
FIRST NATIONAL TRUST CO 210.02%0.05%0.06%Q2 2017Q2 20225
SUNTRUST BANKS INC 210.00%0.02%0.02%Q3 2013Q1 20195
Intrua Financial, LLC 550.04%0.06%0.10%Q1 2021Q1 20225
Portfolio Strategies Inc 550.01%0.01%0.02%Q4 2016Q4 20175
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.00%Q3 2018Q3 20235
Ten Capital Wealth Advisors, LLC 410.00%1.46%2.91%Q3 2020Q4 20225
Legacy Advisors, LLC 550.01%0.01%0.01%Q4 2016Q4 20175
Signify Wealth 551.42%3.20%4.45%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
CoreCap Advisors, LLC 550.07%0.08%0.09%Q4 2021Q4 20225
Highland Financial Advisors, LLC 320.10%0.18%0.33%Q2 2022Q3 20235
BARCLAYS PLC 310.01%0.03%0.04%Q4 2014Q3 20215
Covington Capital Management 410.00%0.00%0.00%Q3 2017Q3 20215
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 550.63%0.94%1.37%Q4 2018Q4 20195
Keebeck Wealth Management, LLC 550.16%0.19%0.22%Q3 2022Q3 20235
American Financial Network Advisory Services LLC 320.02%1.81%3.12%Q3 2017Q3 20195
Bridgewater Advisors Inc. 550.06%0.08%0.10%Q2 2021Q2 20225
REGENTATLANTIC CAPITAL LLC 550.01%0.01%0.01%Q3 2021Q3 20225
SJS Investment Consulting Inc. 320.00%0.04%0.06%Q4 2021Q1 20235
OLD NATIONAL BANCORP /IN/ 550.01%0.01%0.02%Q1 2017Q1 20185
NOTTINGHAM ADVISORS, INC. 322.19%3.76%5.48%Q3 2013Q2 20155
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 310.00%0.01%0.04%Q2 2020Q2 20235
tru Independence LLC 310.01%0.02%0.04%Q4 2019Q2 20215
Sunbelt Securities, Inc. 410.01%0.04%0.06%Q4 2016Q3 20235
LIBRA WEALTH LLC 550.01%0.16%0.22%Q3 2022Q3 20235
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q1 2021Q1 20235
Braver Wealth Management, LLC 310.04%0.96%3.71%Q4 2014Q4 20165
1900 WEALTH MANAGEMENT LLC 550.05%0.32%0.52%Q4 2020Q4 20215
Vigilant Capital Management, LLC 210.00%0.00%0.01%Q3 2018Q3 20225
Sequoia Financial Advisors, LLC 410.01%0.01%0.01%Q1 2022Q2 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.05%0.07%0.08%Q2 2018Q3 20235
Leeward Financial Partners, LLC 550.40%0.51%0.56%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.01%Q4 2016Q4 20175
Gupta Wealth Management LLC 550.00%0.04%0.09%Q1 2015Q1 20165
WEXFORD CAPITAL LP 310.03%0.10%0.16%Q3 2016Q3 20195
Concert Wealth Management Inc. 410.04%0.11%0.24%Q1 2015Q2 20175
Johnson Financial Group, LLC 550.09%0.55%2.31%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 320.04%0.05%0.05%Q2 2022Q3 20235
Virtue Capital Management, LLC 310.07%0.22%0.45%Q1 2018Q4 20195
VOYA INVESTMENT MANAGEMENT LLC 410.01%0.01%0.01%Q2 2016Q4 20175
Capital Wealth Alliance, LLC 550.15%0.41%0.78%Q4 2019Q4 20205
EASTERN BANK 550.03%0.06%0.14%Q4 2021Q4 20225
Capital Asset Advisory Services LLC 550.02%0.07%0.09%Q4 2019Q4 20205
Fluent Financial, LLC 550.22%1.29%1.71%Q4 2020Q4 20215
Upper Left Wealth Management, LLC 320.24%0.46%0.60%Q4 2021Q3 20235
Strategic Asset Management, LLC 550.01%0.02%0.05%Q3 2021Q3 20225
HBK Sorce Advisory LLC 210.01%0.06%0.22%Q4 2015Q4 20215
Flaharty Asset Management, LLC 550.04%0.06%0.09%Q4 2020Q4 20215
Maxim Capital Management LLC 321.50%3.08%3.72%Q1 2019Q2 20205
ATTICUS WEALTH MANAGEMENT, LLC 550.00%0.02%0.05%Q1 2022Q1 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 410.00%0.00%0.00%Q2 2022Q3 20235
PineBridge Investments, L.P. 550.00%0.00%0.00%Q4 2014Q4 20155
MAKENA CAPITAL MANAGEMENT LLC 552.82%3.04%3.24%Q2 2015Q2 20165
Johnson Financial Group, Inc. 320.00%0.00%0.00%Q2 2021Q3 20235
BARRETT & COMPANY, INC. 550.20%0.21%0.22%Q3 2022Q3 20235
Princeton Global Asset Management LLC 320.21%0.31%0.41%Q4 2018Q2 20205
BlackRock Investment Management, LLC 550.00%0.00%0.02%Q4 2015Q4 20165
Ackerman Capital Advisors, LLC 410.00%0.69%1.28%Q2 2017Q4 20195
JFG Wealth Management, LLC 550.08%0.55%2.37%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.01%0.01%Q4 2013Q4 20145
BLUESTEM FINANCIAL ADVISORS, LLC 550.15%0.16%0.17%Q1 2022Q1 20235
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Matrix Trust Co 550.95%1.15%1.29%Q2 2019Q2 20205
Smithfield Trust Co 410.00%0.01%0.01%Q2 2022Q3 20235
Marshall Financial Group LLC 552.31%2.49%2.68%Q4 2020Q4 20215
Nachman Norwood & Parrott, Inc 550.48%1.83%2.38%Q2 2020Q2 20215
COMMUNITY BANK SYSTEM, INC. 550.32%0.82%1.14%Q3 2013Q3 20145
Parasol Investment Management, LLC 552.11%2.49%3.07%Q1 2016Q1 20175
Leelyn Smith, LLC 210.00%0.01%0.03%Q4 2019Q4 20225
HOWARD CAPITAL MANAGEMENT 550.08%0.09%0.09%Q1 2017Q1 20185
Occidental Asset Management, LLC 110.07%0.14%0.31%Q1 2019Q3 20235
Parker Financial LLC 447.39%7.47%7.62%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 442.05%2.28%2.63%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Cutler Group LLC / CA 210.00%0.00%0.00%Q1 2016Q2 20174
Almanack Investment Partners, LLC. 440.08%0.14%0.23%Q4 2021Q3 20224
Vickerman Investment Advisors, Inc. 440.62%2.85%5.22%Q3 2021Q2 20224
PIN OAK INVESTMENT ADVISORS INC 440.01%0.01%0.01%Q4 2022Q3 20234
Sharper & Granite LLC 441.84%1.93%1.98%Q4 2022Q3 20234
ATLAS CAPITAL ADVISORS LLC 110.00%0.01%0.02%Q1 2018Q3 20214
Frisch Financial Group, Inc. 440.09%0.61%2.16%Q4 2022Q3 20234
SECURITY NATIONAL BANK OF SO DAK 310.22%0.25%0.26%Q4 2016Q4 20194
Life Planning Partners, Inc 440.10%0.12%0.13%Q4 2021Q3 20224
Vivaldi Capital Management LP 440.04%0.05%0.05%Q1 2020Q4 20204
WEALTHFRONT Corp 310.00%0.00%0.00%Q1 2015Q1 20174
Partnervest Advisory Services LLC 310.24%0.25%0.26%Q3 2019Q3 20204
LEVEL FOUR FINANCIAL, LLC 440.27%0.38%0.42%Q4 2020Q3 20214
Washington Trust Advisors, Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.13%0.23%0.42%Q4 2022Q3 20234
FutureAdvisor, Inc. 441.55%2.88%3.97%Q4 2014Q3 20154
VECTOR WEALTH MANAGEMENT, LLC 440.34%0.48%0.54%Q1 2016Q4 20164
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q1 20204
Sage Capital Advisors,llc 310.08%0.10%0.13%Q4 2020Q1 20224
RCS Financial Planning, LLC 440.36%0.48%0.62%Q4 2022Q3 20234
BerganKDV Wealth Management, LLC 210.00%0.01%0.03%Q1 2019Q1 20234
Richard W. Paul & Associates, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
PERSONAL FINANCIAL CONSULTANTS INC /ADV 445.31%6.02%6.50%Q3 2018Q2 20194
Barber Financial Group, Inc. 440.04%0.06%0.10%Q2 2022Q1 20234
LEUTHOLD GROUP, LLC 310.81%1.41%3.02%Q1 2015Q1 20164
Virtu Financial LLC 210.02%0.04%0.07%Q3 2017Q3 20194
DWM Financial Group, Inc. 313.36%4.90%5.82%Q4 2019Q4 20204
TRUSTCORE FINANCIAL SERVICES, LLC 210.00%0.00%0.01%Q3 2020Q4 20224
Executive Wealth Management, LLC 440.04%0.05%0.06%Q4 2018Q3 20194
Tradition Wealth Management, LLC 210.00%0.00%0.00%Q4 2020Q3 20234
Resurgent Financial Advisors LLC 440.08%0.12%0.13%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q1 2021Q4 20214
United Asset Strategies, Inc. 440.12%0.13%0.16%Q4 2019Q3 20204
Econ Financial Services Corp 443.79%4.28%4.67%Q4 2021Q3 20224
Jackson, Grant Investment Advisers, Inc. 440.00%0.00%0.00%Q4 2018Q3 20194
Waterford Advisors, LLC 445.32%5.76%6.20%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.76%0.83%0.90%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.15%0.32%0.73%Q4 2022Q3 20234
WIN ADVISORS, INC 440.00%0.00%0.00%Q1 2022Q4 20224
Arcadia Wealth Management, LLC 440.38%1.83%3.43%Q4 2022Q3 20234
Narus Financial Partners, LLC 440.28%0.29%0.30%Q4 2016Q3 20174
Personal Wealth Partners 310.07%0.17%0.21%Q3 2019Q2 20214
DOLIVER ADVISORS, LP 210.17%0.27%0.44%Q4 2018Q4 20224
Sightline Wealth Advisors, LLC 440.17%0.19%0.24%Q4 2020Q3 20214
First Pacific Financial 440.18%0.20%0.21%Q4 2022Q3 20234
Lee Financial Co 440.02%0.02%0.02%Q4 2022Q3 20234
Acorn Advisory Capital L.P. 440.29%0.47%0.91%Q4 2017Q3 20184
Colonial Trust Co / SC 440.01%0.02%0.03%Q4 2022Q3 20234
FURE FINANCIAL CORP 310.00%0.95%3.78%Q1 2020Q1 20214
Johnson & White Wealth Management, LLC 315.03%6.09%7.96%Q3 2022Q3 20234
ST GERMAIN D J CO INC 310.01%0.02%0.05%Q4 2022Q4 20234
SAGE RHINO CAPITAL LLC 441.44%1.48%1.55%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.74%0.84%0.99%Q4 2022Q3 20234
ARKANSAS FINANCIAL GROUP, INC. 440.56%0.64%0.68%Q4 2022Q3 20234
D'Orazio & Associates, Inc. 210.00%0.00%0.01%Q2 2017Q3 20214
WealthSpring Partners, LLC 444.86%5.28%5.60%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
TFB Advisors LLC 440.43%0.71%1.28%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.00%0.04%0.08%Q1 2018Q4 20184
Summit Asset Management, LLC 440.11%0.13%0.17%Q4 2019Q3 20204
Shamrock Asset Management LLC 440.00%0.02%0.04%Q2 2018Q1 20194
Beacon Capital Management, Inc. 220.00%0.00%0.00%Q3 2015Q1 20234
Oakwell Private Wealth Management, LLC 440.14%0.14%0.15%Q4 2022Q3 20234
Sebold Capital Management, Inc. 441.46%1.59%1.70%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.06%0.11%0.17%Q4 2022Q3 20234
PFS INVESTMENTS INC. 310.13%0.42%0.87%Q4 2018Q3 20204
WealthShield Partners, LLC 310.00%0.26%0.61%Q1 2018Q2 20214
Flagstone Financial Management 446.03%6.21%6.34%Q4 2022Q3 20234
CoreFirst Bank & Trust 440.00%0.05%0.07%Q4 2022Q3 20234
Soltis Investment Advisors LLC 440.05%0.08%0.12%Q4 2019Q3 20204
Meritas Wealth Management, LLC 440.21%0.35%0.41%Q4 2022Q3 20234
Savior LLC 440.03%0.06%0.08%Q3 2020Q2 20214
ASSOCIATED BANC-CORP 440.01%0.01%0.02%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.16%0.16%0.17%Q4 2021Q3 20224
JOYN Advisors, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
OLIO Financial Planning 310.11%0.25%0.43%Q4 2021Q4 20224
LWMG, LLC 445.41%5.84%6.42%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.11%0.28%0.51%Q4 2022Q3 20234
Raub Brock Capital Management LP 442.29%2.43%2.55%Q1 2016Q4 20164
Fiduciary Alliance LLC 440.24%0.26%0.28%Q4 2022Q3 20234
Foothills Asset Management, Ltd. 440.17%0.60%1.00%Q2 2019Q1 20204
Alpha Financial Advisors, LLC 440.19%1.00%3.36%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 443.22%3.78%4.33%Q4 2022Q3 20234
Fulcrum Equity Management 440.10%0.23%0.36%Q3 2020Q2 20214
Capital One Investing, Inc. 444.05%4.35%4.63%Q4 2018Q3 20194
LaSalle St. Investment Advisors, LLC 440.50%0.59%0.70%Q4 2022Q3 20234
Sage Financial Management Group, Inc. 441.14%3.91%11.67%Q4 2022Q3 20234
Firestone Capital Management 440.00%0.00%0.00%Q4 2020Q3 20214
Family Investment Center, Inc. 440.83%1.04%1.24%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.01%0.01%0.02%Q4 2015Q3 20164
Vawter Financial, Ltd. 446.40%6.94%7.31%Q4 2022Q3 20234
RFP Financial Group LLC 440.21%0.31%0.58%Q4 2022Q3 20234
Frank, Rimerman Advisors LLC 310.08%0.14%0.18%Q4 2020Q3 20234
Omega Financial Group, LLC 442.01%2.06%2.11%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q2 20214
Joseph P. Lucia & Associates, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Kerntke Otto McGlone Wealth Management Group 440.21%1.10%1.77%Q3 2020Q2 20214
Essential Planning, LLC. 440.21%0.24%0.28%Q4 2022Q3 20234
St. James Investment Advisors, LLC 310.01%1.19%2.33%Q4 2021Q4 20224
Prostatis Group LLC 441.26%1.51%1.89%Q3 2022Q2 20234
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q4 20194
Parker Investment Management, LLC 441.76%2.10%2.31%Q1 2019Q4 20194
MRA Associates USA LLC 440.00%0.02%0.04%Q4 2018Q3 20194
KMG FIDUCIARY PARTNERS, LLC 440.16%0.40%0.50%Q4 2022Q3 20234
Hyperion Partners, LLC 440.21%0.23%0.28%Q4 2022Q3 20234
Cadence Bank 440.02%0.03%0.03%Q4 2022Q3 20234
Alberta Investment Management Corp 440.07%0.09%0.10%Q1 2021Q4 20214
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.18%1.45%1.62%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.08%0.09%0.10%Q4 2017Q3 20184
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.07%0.22%Q3 2017Q2 20184
M&T BANK CORP 110.00%0.00%0.00%Q1 2015Q2 20234
EVOKE WEALTH, LLC 310.00%0.00%0.00%Q2 2021Q3 20224
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Palo Capital, Inc. 440.09%0.10%0.11%Q1 2018Q4 20184
Allegiance Financial Group Advisory Services LLC 441.21%1.67%2.35%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 441.48%1.69%1.83%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.02%6.68%10.45%Q2 2016Q1 20174
Winthrop Partners - WNY, LLC 440.01%0.01%0.02%Q1 2018Q4 20184
Quantitative Advantage, LLC 442.92%3.01%3.09%Q3 2014Q2 20154
PEAPACK GLADSTONE FINANCIAL CORP 310.01%0.02%0.02%Q4 2021Q3 20234
LAM GROUP, INC. 440.32%0.51%0.79%Q4 2022Q3 20234
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Cornerstone Planning Group LLC 210.34%0.42%0.53%Q4 2022Q3 20233
Capital Planning LLC 110.15%0.29%0.42%Q4 2020Q4 20223
Scissortail Wealth Management, LLC 330.10%0.10%0.10%Q4 2021Q2 20223
Gotham Asset Management, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Jefferies Group LLC 210.00%0.00%0.01%Q1 2015Q4 20173
Carlson Capital Management 210.06%0.07%0.08%Q4 2019Q1 20213
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.01%0.01%0.01%Q2 2017Q4 20173
LMG Wealth Partners, LLC 331.03%1.09%1.21%Q1 2023Q3 20233
Mendota Financial Group, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Monument Capital Management 110.37%0.61%0.95%Q4 2021Q4 20223
Vontobel Holding Ltd. 330.00%0.00%0.01%Q4 2021Q2 20223
Gerber Kawasaki Wealth & Investment Management 110.01%0.04%0.06%Q1 2020Q3 20213
WASHINGTON TRUST BANK 210.00%0.01%0.02%Q4 2017Q3 20233
MISSION WEALTH MANAGEMENT, LP 110.01%0.02%0.05%Q4 2016Q4 20213
Fortis Capital Advisors, LLC 330.17%0.22%0.30%Q1 2023Q3 20233
Gemmer Asset Management LLC 210.00%0.01%0.02%Q4 2017Q4 20193
Arlington Capital Management, Inc. 330.22%0.24%0.27%Q4 2022Q2 20233
VALLEY WEALTH MANAGERS, INC. 110.00%0.08%0.25%Q2 2022Q3 20233
Strategies Wealth Advisors, LLC 330.08%0.11%0.13%Q4 2021Q2 20223
Ascendant Capital Management, LLC 210.90%2.78%3.94%Q4 2020Q1 20233
Parkside Advisors LLC 330.24%0.27%0.29%Q2 2019Q4 20193
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.07%0.07%0.07%Q2 2021Q4 20213
Alken Asset Management Ltd 330.14%0.35%0.53%Q2 2017Q4 20173
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Optimal Asset Management, Inc. 330.02%0.03%0.03%Q4 2020Q2 20213
Icon Wealth Partners, LLC 110.01%0.02%0.03%Q4 2017Q1 20193
Root Financial Partners, LLC 330.19%0.34%0.62%Q1 2023Q3 20233
Hedeker Wealth, LLC 331.62%1.75%1.91%Q1 2020Q3 20203
DELTA ASSET MANAGEMENT LLC/TN 330.00%0.00%0.00%Q1 2023Q3 20233
NinePointTwo Capital LLC 332.67%4.29%5.11%Q4 2020Q2 20213
ORG Partners LLC 330.02%0.19%0.32%Q1 2023Q3 20233
Parcion Private Wealth LLC 330.04%0.19%0.50%Q1 2020Q3 20203
Pinion Investment Advisors, LLC 330.59%0.63%0.70%Q1 2018Q3 20183
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.42%0.53%0.72%Q4 2022Q3 20233
Biltmore Capital Advisors LLC 210.04%0.07%0.10%Q3 2020Q4 20213
Manifold Partners, LLC 3316.26%40.92%74.28%Q4 2018Q2 20193
Vestpro Financial Partners, Inc. dba CPF Texas 210.07%1.03%2.95%Q4 2017Q3 20183
Canton Hathaway, LLC 330.21%0.23%0.27%Q3 2020Q1 20213
Lucia Wealth Services, LLC 330.02%0.03%0.03%Q4 2019Q2 20203
Advisor Resource Council 110.03%0.04%0.05%Q2 2021Q2 20223
Laird Norton Wetherby Wealth Management, LLC 210.02%0.02%0.02%Q2 2022Q2 20233
Banque Cantonale Vaudoise 330.00%0.00%0.00%Q1 2023Q3 20233
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 330.01%0.01%0.01%Q1 2014Q3 20143
Thrive Capital Management, LLC 330.20%0.32%0.41%Q2 2021Q4 20213
Eukles Asset Management 330.00%0.00%0.00%Q2 2019Q4 20193
Ranch Capital Advisors Inc. 210.00%0.01%0.01%Q1 2020Q3 20213
GOULD ASSET MANAGEMENT LLC /CA/ 330.21%0.28%0.33%Q4 2014Q2 20153
COLTON GROOME FINANCIAL ADVISORS, LLC 330.69%0.98%1.26%Q1 2020Q3 20203
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q1 20203
PFG Investments, LLC 330.12%0.12%0.13%Q1 2023Q3 20233
Clarus Wealth Advisors 330.00%0.00%0.00%Q2 2018Q4 20183
Legacy Wealth Partners, Inc. 330.88%1.29%2.09%Q1 2020Q3 20203
Q3 Asset Management 213.83%5.08%5.88%Q4 2017Q3 20183
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Midwest Professional Planners, LTD. 330.01%0.02%0.02%Q4 2017Q2 20183
MOTCO 330.00%0.00%0.00%Q3 2022Q1 20233
HATTON CONSULTING, INC. 331.80%2.27%2.87%Q1 2021Q3 20213
Trilogy Capital Inc. 110.01%0.01%0.02%Q1 2018Q4 20213
TCWP LLC 330.04%0.07%0.11%Q4 2021Q2 20223
Prosperity Planning, Inc. 330.02%0.02%0.03%Q4 2021Q2 20223
Catamount Wealth Management 210.00%0.00%0.00%Q1 2015Q1 20193
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.01%Q3 2020Q1 20213
Lee Financial Group Hawaii, Inc. 330.23%0.30%0.43%Q2 2020Q4 20203
LAKE STREET ADVISORS GROUP, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Park Edge Advisors, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
Vantage Financial Partners, LLC 330.17%0.23%0.27%Q1 2023Q3 20233
DROMS STRAUSS ADVISORS INC /MO/ /ADV 210.16%0.18%0.24%Q2 2022Q1 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Birchcreek Wealth Management, LLC 330.29%0.30%0.34%Q4 2020Q2 20213
Procyon Advisors, LLC 210.02%0.04%0.08%Q1 2020Q3 20213
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2020Q1 20233
Atomi Financial Group, Inc. 330.21%0.30%0.35%Q1 2023Q3 20233
Argent Advisors, Inc. 330.17%0.20%0.22%Q2 2020Q4 20203
WIPFLI FINANCIAL ADVISORS LLC, 330.01%0.02%0.04%Q1 2022Q3 20223
Delta Dental Plan of Michigan, Inc. 339.04%9.82%10.37%Q4 2017Q2 20183
NorthRock Partners, LLC 330.06%0.24%0.53%Q3 2019Q1 20203
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q3 2020Q1 20213
Kathmere Capital Management, LLC 210.01%0.06%0.17%Q4 2019Q4 20203
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
SOUTH TEXAS MONEY MANAGEMENT LTD 330.01%0.02%0.02%Q2 2014Q4 20143
LBA Wealth Management, LLC 330.03%0.12%0.21%Q1 2016Q3 20163
Donald L. Hagan, LLC 330.35%0.35%0.36%Q1 2023Q3 20233
EVERETT HARRIS & CO /CA/ 330.00%0.00%0.00%Q4 2021Q2 20223
Community Bank, N.A. 331.13%1.56%2.15%Q4 2014Q2 20153
Pinnacle Summer Investments, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
EMFO, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Adero Partners, LLC 330.35%0.44%0.53%Q4 2019Q2 20203
Capital Wealth Planning, LLC 210.03%0.04%0.05%Q2 2019Q1 20203
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.02%0.03%0.04%Q1 2023Q3 20233
Source Financial Advisors LLC 330.66%0.97%1.57%Q1 2023Q3 20233
MARSHALL WACE, LLP 330.00%0.00%0.01%Q4 2021Q2 20223
HOHIMER WEALTH MANAGEMENT, LLC 330.16%0.22%0.30%Q1 2023Q3 20233
Faithward Advisors, LLC 330.04%0.19%0.28%Q2 2021Q4 20213
Weaver Consulting Group 330.00%0.00%0.00%Q1 2019Q3 20193
Spotlight Asset Group, Inc. 210.00%0.04%0.12%Q3 2020Q3 20233
Empower Advisory Group, LLC 331.07%1.10%1.12%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
USAdvisors Wealth Management, LLC 330.18%0.27%0.31%Q4 2018Q2 20193
B. Riley Wealth Management, Inc. 110.01%0.03%0.05%Q2 2015Q3 20203
Price Capital Management, Inc. 216.55%43.73%75.80%Q4 2014Q1 20163
Sabal Trust CO 330.10%0.12%0.12%Q3 2020Q1 20213
FourThought Financial Partners, LLC 330.24%0.25%0.26%Q4 2022Q2 20233
EXANE DERIVATIVES 210.04%0.04%0.04%Q2 2021Q1 20223
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CITY NATIONAL BANK 330.00%0.00%0.00%Q1 2015Q3 20153
ZRC WEALTH MANAGEMENT, LLC 331.71%1.77%1.84%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.54%0.59%0.62%Q4 2020Q2 20213
Strategic Wealth Partners, Ltd. 210.00%0.01%0.01%Q4 2018Q3 20193
Lifeworks Advisors, LLC 331.20%1.83%2.17%Q1 2023Q3 20233
Bluefin Trading, LLC 210.04%0.78%2.03%Q1 2015Q2 20173
F3Logic, LLC 210.04%0.14%0.20%Q1 2018Q1 20213
Salvus Wealth Management, LLC 330.31%0.31%0.32%Q1 2023Q3 20233
Towercrest Capital Management 330.08%0.23%0.49%Q2 2018Q4 20183
Global Assets Advisory, LLC 330.24%0.36%0.47%Q2 2022Q4 20223
Column Capital Advisors, LLC 210.00%0.02%0.05%Q4 2019Q2 20233
SOUNDMARK WEALTH MANAGEMENT, LLC 110.11%0.13%0.15%Q1 2021Q3 20212
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Quad-Cities Investment Group, LLC 220.14%0.15%0.15%Q2 2021Q3 20212
WNY Asset Management, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Carnegie Capital Asset Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
ETRADE Capital Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
COWA, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
LINCOLN CAPITAL CORP 222.74%2.83%2.91%Q2 2023Q3 20232
CSM Advisors, LLC 221.78%1.89%2.00%Q2 2023Q3 20232
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q2 2018Q1 20212
Wright Fund Management, LLC 225.35%8.41%11.47%Q1 2023Q2 20232
Hilltop Partners LLC 220.12%1.22%2.31%Q2 2023Q3 20232
Apeiron RIA LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Forum Financial Management, LP 220.02%0.02%0.02%Q4 2021Q1 20222
B.O.S.S. Retirement Advisors, LLC 220.05%0.05%0.06%Q3 2023Q4 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SageGuard Financial Group, LLC 220.12%0.13%0.14%Q4 2020Q1 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
VitalStone Financial, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Cable Hill Partners, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
MKD WEALTH COACHES, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Mendel Capital Management LLC 220.20%0.22%0.23%Q2 2023Q3 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.04%0.06%Q4 2019Q2 20232
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Summit Trail Advisors, LLC 110.03%0.04%0.06%Q2 2018Q3 20232
HHG & Company, LLC 220.24%0.24%0.25%Q4 2015Q1 20162
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q4 2016Q2 20172
One Wealth Advisors, LLC 110.00%0.01%0.02%Q3 2018Q4 20222
IAG Wealth Partners, LLC 110.00%0.01%0.01%Q3 2021Q2 20232
Nemes Rush Group LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
BEAM WEALTH ADVISORS, INC. 220.24%0.25%0.25%Q4 2019Q1 20202
Argent Trust Co 220.01%0.02%0.04%Q2 2023Q3 20232
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q3 2021Q4 20212
Veritable, L.P. 220.01%0.01%0.01%Q4 2014Q1 20152
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
Joel Isaacson & Co., LLC 110.00%0.01%0.02%Q3 2016Q1 20232
Advocacy Wealth Management Services, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Steward Financial Group LLC 110.00%0.08%0.16%Q2 2022Q3 20232
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
TOTH FINANCIAL ADVISORY CORP 220.01%0.01%0.01%Q4 2018Q1 20192
Oxbow Advisors, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
DB Wealth Management Group, LLC 220.90%0.94%0.98%Q4 2020Q1 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
CASTLE WEALTH MANAGEMENT LLC 220.05%0.47%0.89%Q2 2022Q3 20222
NSI Retail Advisors, LLC 223.94%4.41%4.88%Q2 2023Q3 20232
Urban Wealth Management, LLC 110.71%1.14%1.58%Q4 2020Q2 20222
Levy Wealth Management Group, LLC 220.19%0.21%0.23%Q4 2020Q1 20212
First Capital Advisors Group, LLC. 110.00%0.01%0.02%Q1 2018Q2 20232
FISCHER INVESTMENT STRATEGIES, LLC 2211.45%11.81%12.16%Q2 2023Q3 20232
Balboa Wealth Partners 220.12%0.12%0.12%Q3 2022Q4 20222
BOSTON FAMILY OFFICE LLC 110.02%0.02%0.02%Q2 2022Q4 20222
AXS Investments LLC 220.14%0.29%0.44%Q2 2023Q3 20232
Latitude Advisors, LLC 220.06%0.06%0.07%Q4 2021Q1 20222
Farmers National Bank 220.02%0.03%0.04%Q1 2019Q2 20192
CarsonAllaria Wealth Management, Ltd. 220.03%0.03%0.03%Q1 2023Q2 20232
QUEST CAPITAL MANAGEMENT INC /ADV 220.04%0.58%1.11%Q3 2021Q4 20212
ACUTE INVESTMENT ADVISORY, LLC 223.18%3.64%4.10%Q4 2021Q1 20222
Collaborative Wealth Managment Inc. 110.14%0.14%0.14%Q1 2021Q4 20212
BURNEY CO/ 220.02%0.02%0.02%Q1 2022Q2 20222
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q4 20212
Texas Capital Bank Wealth Management Services Inc 110.05%0.05%0.05%Q1 2021Q1 20222
Regency Capital Management Inc.\DE 220.03%0.03%0.03%Q4 2021Q1 20222
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Titus Wealth Management 220.19%0.21%0.24%Q2 2018Q3 20182
Lindbrook Capital, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Willingdon Wealth Management 220.00%0.00%0.00%Q3 2017Q4 20172
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q1 2022Q2 20222
DHK Financial Advisors, Inc. 220.51%0.52%0.53%Q2 2023Q3 20232
Allianz Asset Management GmbH 220.00%0.00%0.00%Q2 2015Q3 20152
Financial Gravity Companies, Inc. 110.02%0.03%0.03%Q1 2018Q4 20182
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Truepoint, Inc. 110.01%0.02%0.02%Q2 2022Q4 20222
RDA Financial Network 220.18%0.19%0.19%Q1 2019Q2 20192
Engrave Wealth Partners LLC 220.01%0.01%0.01%Q4 2019Q1 20202
NWK Group, Inc. 220.02%0.02%0.02%Q4 2019Q1 20202
Dunhill Financial, LLC 220.80%0.84%0.87%Q2 2023Q3 20232
Laurel Wealth Advisors LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Sicart Associates LLC 220.08%0.09%0.09%Q3 2019Q4 20192
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TILIA FIDUCIARY PARTNERS, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
GRAYHAWK INVESTMENT STRATEGIES INC. 222.54%2.98%3.42%Q2 2022Q3 20222
Cherry Tree Wealth Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Carlyle Group Inc. 220.02%0.02%0.02%Q4 2014Q1 20152
Gibson Wealth Advisors LLC 220.76%0.87%0.97%Q4 2021Q1 20222
Norway Savings Bank 110.01%0.01%0.01%Q3 2021Q4 20222
BANK OF NOVA SCOTIA TRUST CO 220.03%0.03%0.03%Q2 2020Q3 20202
Arista Wealth Management, LLC 222.34%3.56%4.77%Q4 2022Q1 20232
Bard Financial Services, Inc. 220.06%0.06%0.06%Q1 2023Q2 20232
Lavaca Capital LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Avestar Capital, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.03%0.05%Q2 2022Q2 20232
Sloy Dahl & Holst, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
VSR Financial Services, Inc. 220.08%0.09%0.09%Q4 2013Q1 20142
Argentus Capital Management, LLC 220.07%0.09%0.10%Q4 2015Q1 20162
BCGM Wealth Management, LLC 220.36%0.66%0.95%Q4 2020Q1 20212
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.28%0.29%0.29%Q1 2022Q2 20222
Wellesley Investment Partners, LLC 224.52%4.52%4.53%Q4 2015Q1 20162
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q2 2022Q1 20232
Alera Investment Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
New England Private Wealth Advisors LLC 220.05%0.05%0.05%Q1 2022Q2 20222
Paloma Partners Management Co 220.01%0.01%0.01%Q3 2019Q4 20192
Water Oak Advisors LLC 110.61%10.59%20.56%Q3 2014Q4 20152
EXCHANGE TRADED CONCEPTS, LLC 110.59%2.55%4.51%Q3 2020Q1 20222
Eudaimonia Partners, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
Investment Advisory Group, LLC 220.18%0.18%0.18%Q2 2022Q3 20222
LEGG MASON, INC. 220.03%0.13%0.24%Q3 2016Q4 20162
Auour Investments LLC 222.18%2.22%2.26%Q2 2023Q3 20232
QCM Cayman, Ltd. 221.07%1.79%2.50%Q1 2021Q2 20212
RPg Family Wealth Advisory, LLC 110.02%0.02%0.02%Q4 2015Q2 20162
Camelot Portfolios, LLC 220.11%0.11%0.11%Q4 2021Q1 20222
Synergy Asset Management, LLC 220.08%0.08%0.09%Q4 2021Q1 20222
GUIDANCE CAPITAL, INC 220.09%0.10%0.11%Q2 2023Q3 20232
BOYS ARNOLD & CO INC 220.03%0.03%0.03%Q1 2018Q2 20182
HL FINANCIAL SERVICES LLC 220.01%0.01%0.02%Q4 2018Q1 20192
TRUE Private Wealth Advisors 110.00%0.00%0.01%Q3 2018Q1 20202
GREENUP STREET WEALTH MANAGEMENT LLC 221.43%1.82%2.21%Q4 2021Q1 20222
PBMares Wealth Management LLC 220.36%0.36%0.37%Q1 2020Q2 20202
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q2 2022Q3 20222
St. James Investment Company, LLC 220.03%0.04%0.05%Q1 2016Q2 20162
Landmark Financial Advisors, LLC 222.07%2.09%2.11%Q4 2014Q1 20152
Carnick & Kubik, LLC 220.84%0.87%0.90%Q3 2015Q4 20152
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
FSA Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Stratford Consulting, LLC 220.14%0.21%0.28%Q1 2014Q2 20142
TRUEWEALTH LLC 220.49%0.52%0.55%Q1 2020Q2 20202
GQ Asset Management, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
AllGen Financial Advisors, Inc. 221.27%1.46%1.65%Q4 2020Q1 20212
Legend Financial Advisors, Inc. 110.01%0.04%0.08%Q3 2022Q3 20232
Harvest Investment Services, LLC 220.09%0.10%0.10%Q4 2020Q1 20212
Capital Investment Advisory Services, LLC 220.05%0.06%0.08%Q1 2020Q2 20202
TD Capital Management LLC 110.00%0.00%0.01%Q4 2014Q3 20212
Crosspoint Capital Strategies, LLC 220.02%0.02%0.03%Q1 2015Q2 20152
VALLEY FINANCIAL MANAGEMENT, INC. 221.85%1.85%1.85%Q1 2023Q2 20232
Impact Partnership Wealth, LLC 220.03%0.05%0.08%Q2 2023Q3 20232
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Carter Financial Group, INC. 110.60%0.60%0.60%Q1 2022Q1 20221
Safeguard Financial, LLC 110.38%0.38%0.38%Q1 2022Q1 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
Verition Fund Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CAMDEN NATIONAL CORP 111.59%1.59%1.59%Q1 2021Q1 20211
Courage Miller Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Shore Point Advisors, LLC 111.36%1.36%1.36%Q4 2022Q4 20221
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VAUGHAN & Co SECURITIES, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
MGO Private Wealth, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q1 2023Q1 20231
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
GDS Wealth Management 110.03%0.03%0.03%Q3 2023Q3 20231
FIRST FINANCIAL CORP /IN/ 110.02%0.02%0.02%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Sand Hill Global Advisors, LLC 110.56%0.56%0.56%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Systelligence, LLC 110.65%0.65%0.65%Q4 2019Q4 20191
Clear Creek Financial Management, LLC 113.30%3.30%3.30%Q3 2020Q3 20201
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Abacus Planning Group, Inc. 110.12%0.12%0.12%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
ML & R WEALTH MANAGEMENT LLC 110.29%0.29%0.29%Q3 2022Q3 20221
Clarity Financial LLC 110.33%0.33%0.33%Q3 2021Q3 20211
AURORA FINANCIAL ADVISORS, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
Tidal Investments LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Compass Ion Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Opes Wealth Management LLC 111.26%1.26%1.26%Q4 2022Q4 20221
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Rezny Wealth Management, Inc. 110.13%0.13%0.13%Q2 2023Q2 20231
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
KHP Capital, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Cooper Financial Group 110.09%0.09%0.09%Q4 2020Q4 20201
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q3 2022Q3 20221
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Logan Stone Capital, LLC 110.31%0.31%0.31%Q2 2022Q2 20221
SkyOak Wealth, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Placemark Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CPWM, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Caerus Investment Advisors, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Portfolio Strategies, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
TRUST CO OF OKLAHOMA 110.20%0.20%0.20%Q1 2015Q1 20151
DeDora Capital, Inc. 111.01%1.01%1.01%Q4 2019Q4 20191
JSF Financial, LLC 110.24%0.24%0.24%Q3 2019Q3 20191
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Bromfield Sneider Wealth Advisors 110.19%0.19%0.19%Q4 2023Q4 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.73%0.73%0.73%Q4 2019Q4 20191
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
CI INVESTMENTS INC. 110.82%0.82%0.82%Q4 2016Q4 20161
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Empirical Finance, LLC 110.27%0.27%0.27%Q4 2018Q4 20181
SPINNAKER TRUST 110.02%0.02%0.02%Q3 2022Q3 20221
RMB Capital Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Headlands Technologies LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q2 20221
HORIZON FINANCIAL SERVICES, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Redwood Investment Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
GFG Capital, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Altium Wealth Management LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Belvedere Trading LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Campbell Wealth Management 110.12%0.12%0.12%Q2 2019Q2 20191
Aurora Private Wealth, Inc. 110.09%0.09%0.09%Q4 2020Q4 20201
WEST BANCORPORATION INC 110.17%0.17%0.17%Q4 2021Q4 20211
Etesian Wealth Advisors, Inc. 110.24%0.24%0.24%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Syntegra Private Wealth Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MCDONALD PARTNERS LLC 110.14%0.14%0.14%Q4 2021Q4 20211
WAYCROSS PARTNERS, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Hudson Value Partners, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
D.B. Root & Company, LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Allen Mooney & Barnes Investment Advisors LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Horrell Capital Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Tennessee Valley Asset Management Partners 110.15%0.15%0.15%Q4 2019Q4 20191
Darrow Company, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CBIZ Investment Advisory Services, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CRA Financial Services, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Blue Sky Asset Management, LLC 110.47%0.47%0.47%Q1 2020Q1 20201
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BBJS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ground Swell Capital, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Nan Shan Life Insurance Co., Ltd. 110.92%0.92%0.92%Q1 2018Q1 20181
PINNACLE FINANCIAL PARTNERS INC 110.03%0.03%0.03%Q4 2017Q4 20171
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Arbor Investment Advisors, LLC 110.27%0.27%0.27%Q2 2016Q2 20161
CAPITAL ONE, NATIONAL ASSOCIATION 112.91%2.91%2.91%Q4 2019Q4 20191
Aureus Asset Management, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
NOESIS CAPITAL MANGEMENT CORP 110.06%0.06%0.06%Q3 2023Q3 20231
AFAM CAPITAL, INC. 111.20%1.20%1.20%Q1 2018Q1 20181
BANYAN CAPITAL MANAGEMENT, INC. 112.72%2.72%2.72%Q4 2018Q4 20181
Phocas Financial Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q1 2019Q1 20191
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q1 2023Q1 20231
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Slagle Financial, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
James Hambro & Partners 110.02%0.02%0.02%Q3 2022Q3 20221
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Seascape Capital Management 110.28%0.28%0.28%Q4 2022Q4 20221
MA Private Wealth 110.11%0.11%0.11%Q4 2018Q4 20181
Financial Planners of Cleveland, Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
FOREFRONT WEALTH MANAGEMENT INC. 112.01%2.01%2.01%Q4 2021Q4 20211
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oak Point Wealth Management 111.70%1.70%1.70%Q4 2017Q4 20171
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Rock Point Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
RVW Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q3 2022Q3 20221
CABANA LLC 110.24%0.24%0.24%Q4 2018Q4 20181
West Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Heritage Wealth Management, Inc./Texas 110.21%0.21%0.21%Q4 2022Q4 20221
Sanford Advisory Services, LLC 110.83%0.83%0.83%Q4 2022Q4 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Peterson Financial Group, Inc. 110.23%0.23%0.23%Q3 2022Q3 20221
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
My Legacy Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
CPA Asset Management LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Freedom Day Solutions, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
COOK WEALTH MANAGEMENT GROUP LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Planned Solutions, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
FIRST HORIZON CORP 110.01%0.01%0.01%Q2 2021Q2 20211
BROWN WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2023Q3 20231
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Copperleaf Capital, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q3 2016Q3 20161
Investmark Advisory Group LLC 111.20%1.20%1.20%Q3 2022Q3 20221
Aviance Capital Partners, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
AFFINIA FINANCIAL GROUP, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Quantum Capital Management, LLC / NJ 111.95%1.95%1.95%Q3 2017Q3 20171
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Eldridge Investment Advisors, Inc. 110.08%0.08%0.08%Q3 2021Q3 20211
BlackDiamond Wealth Management, LLC 110.57%0.57%0.57%Q3 2022Q3 20221
Spinnaker Investment Group, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sovereign Investment Advisors, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SteelBridge Private Wealth Advisors LLC 111.77%1.77%1.77%Q1 2016Q1 20161
Blueprint Investment Partners LLC 110.24%0.24%0.24%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ING GROEP NV 110.20%0.20%0.20%Q1 2015Q1 20151
Edge Capital Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
WADE G W & INC 110.02%0.02%0.02%Q4 2019Q4 20191
Equita Financial Network, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
New England Investment & Retirement Group, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
Apriem Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.80%0.80%0.80%Q4 2015Q4 20151
SHAYNE & JACOBS, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MADRONA FUNDS, LLC 113.68%3.68%3.68%Q3 2019Q3 20191
WESPAC Advisors, LLC 110.19%0.19%0.19%Q3 2017Q3 20171
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Clark Capital Management Group, Inc. 110.46%0.46%0.46%Q4 2013Q4 20131
Gratus Capital, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Northstar Advisory Group, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Mangham Associates,LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Financial Sense Advisors, Inc. 110.26%0.26%0.26%Q2 2022Q2 20221
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Symmetry Investments LP 110.17%0.17%0.17%Q3 2023Q3 20231
Power Corp of Canada 110.45%0.45%0.45%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2023Q3 20231
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Hoxton Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Pinnacle Wealth Management Advisory Group, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 111.90%1.90%1.90%Q3 2023Q3 20231
SENTINEL PENSION ADVISORS INC 110.30%0.30%0.30%Q4 2019Q4 20191
B, B, H, & B INC. 110.07%0.07%0.07%Q4 2020Q4 20201
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
MARCUARD FAMILY OFFICE LTD 110.68%0.68%0.68%Q3 2014Q3 20141
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Equities Inc 110.14%0.14%0.14%Q4 2014Q4 20141
BEDEL FINANCIAL CONSULTING INC 110.10%0.10%0.10%Q3 2023Q3 20231
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Naviter Wealth, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Mason & Associates Inc 112.21%2.21%2.21%Q4 2021Q4 20211
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
HWG Holdings LP 110.00%0.00%0.00%Q2 2018Q2 20181
Fiduciary Planning LLC 111.07%1.07%1.07%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Ruggie Capital Group 110.02%0.02%0.02%Q4 2018Q4 20181
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2022Q4 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Montecito Bank & Trust 110.09%0.09%0.09%Q4 2016Q4 20161
Financial Consulate Inc. 110.33%0.33%0.33%Q2 2021Q2 20211
Investors Capital Advisory Services 110.04%0.04%0.04%Q1 2016Q1 20161
Stephens Consulting, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
NORTH AMERICAN MANAGEMENT CORP 110.03%0.03%0.03%Q4 2019Q4 20191
MAGNOLIA CAPITAL ADVISORS LLC 111.43%1.43%1.43%Q2 2023Q2 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
Aevitas Wealth Management, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Aspire Wealth Management Corp 110.54%0.54%0.54%Q3 2023Q3 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
W.H. Cornerstone Investments Inc. 111.23%1.23%1.23%Q3 2023Q3 20231
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Beacon Pointe Wealth Advisors, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Briaud Financial Planning, Inc 110.84%0.84%0.84%Q3 2022Q3 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q4 2020Q4 20201
Clientfirst Wealth Management, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.81%0.81%0.81%Q4 2021Q4 20211
OneAscent Financial Services LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Cavalier Investments, LLC 110.57%0.57%0.57%Q1 2016Q1 20161
PENOBSCOT WEALTH MANAGEMENT 110.18%0.18%0.18%Q1 2023Q1 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2020Q1 20201
JAG CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Concorde Financial Corp 110.02%0.02%0.02%Q4 2021Q4 20211
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
External links

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