VANGUARD INTL EQUITY INDEX F shareholder history

Current and past VANGUARD INTL EQUITY INDEX F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2510.00%0.00%0.04%Q2 2013Q3 202385
Cutler Group LLC / CA 1320.00%0.00%0.15%Q4 2015Q3 202348
GOLDMAN SACHS GROUP INC 4230.00%0.02%0.04%Q2 2012Q3 202345
Tortoise Investment Management, LLC 44440.02%0.07%0.22%Q4 2012Q3 202344
HUNTINGTON NATIONAL BANK 43430.00%0.03%0.19%Q1 2013Q3 202343
Creative Planning 42420.00%0.05%0.24%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.20%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.11%0.33%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.19%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.25%0.42%0.58%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.12%0.34%3.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
ASSETMARK, INC 41410.05%0.24%0.95%Q3 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 41410.00%0.01%0.02%Q3 2013Q3 202341
MUFG Americas Holdings Corp 3560.00%0.01%0.02%Q3 2011Q3 202241
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 3470.00%0.00%0.02%Q2 2013Q3 202341
Truepoint, Inc. 40400.01%0.27%1.41%Q2 2013Q1 202340
Evanson Asset Management, LLC 40400.03%0.11%0.27%Q4 2013Q3 202340
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 24160.00%0.30%1.64%Q2 2013Q3 202340
LINCOLN NATIONAL CORP 40400.16%0.42%0.63%Q4 2013Q3 202340
Private Ocean, LLC 40400.01%0.03%0.08%Q4 2013Q3 202340
BLAIR WILLIAM & CO/IL 40400.00%0.03%0.08%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
WASHINGTON TRUST BANK 39390.05%0.08%0.12%Q1 2014Q3 202339
PHILLIPS FINANCIAL MANAGEMENT, LLC 22160.05%0.15%0.25%Q1 2014Q3 202338
Private Advisor Group, LLC 37370.00%0.03%0.10%Q3 2014Q3 202338
Ancora Advisors LLC 38380.00%0.11%0.26%Q2 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 2720.00%0.01%0.02%Q3 2013Q3 202338
North Star Investment Management Corp. 21170.00%0.00%0.01%Q1 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 3710.00%0.00%0.00%Q2 2013Q3 202338
JMG Financial Group, Ltd. 37370.36%1.02%2.78%Q3 2014Q3 202337
Personal Capital Advisors Corp 37371.70%2.14%2.46%Q4 2013Q4 202237
CAHILL FINANCIAL ADVISORS INC 37370.23%0.70%0.96%Q3 2014Q3 202337
Bank of New York Mellon Corp 37370.00%0.00%0.01%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.03%0.08%Q4 2013Q3 202336
RAYMOND JAMES & ASSOCIATES 3310.00%0.00%0.01%Q3 2013Q1 202336
CHOREO, LLC 35350.01%0.56%2.50%Q1 2014Q3 202235
Efficient Advisors, LLC 35350.02%0.14%0.30%Q1 2015Q3 202335
Transamerica Financial Advisors, Inc. 35350.22%0.44%0.99%Q1 2015Q3 202335
Stelac Advisory Services LLC 34340.22%0.86%2.03%Q2 2015Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.01%0.04%Q1 2014Q3 202334
COMMERCE BANK 34340.01%0.04%0.10%Q2 2015Q3 202334
COUNTRY TRUST BANK 3310.00%0.20%0.34%Q2 2015Q4 202334
Charles Schwab Investment Advisory, Inc. 34340.40%1.00%1.80%Q2 2015Q3 202334
Alexandria Capital, LLC 34340.11%1.50%3.76%Q2 2013Q3 202134
Cetera Advisor Networks LLC 21130.00%0.02%0.05%Q1 2015Q3 202334
JPMORGAN CHASE & CO 2220.00%0.00%0.00%Q2 2014Q3 202333
M&T BANK CORP 2710.00%0.29%1.37%Q3 2013Q3 202333
Regal Investment Advisors LLC 33330.05%0.15%0.68%Q3 2015Q3 202333
Perella Weinberg Partners Capital Management LP 19140.20%1.50%5.45%Q2 2015Q3 202333
BRIGHTON JONES LLC 2610.04%0.14%0.46%Q4 2013Q3 202333
D. E. Shaw & Co., Inc. 33330.00%0.07%0.17%Q2 2014Q2 202233
Veritable, L.P. 2840.00%0.01%0.03%Q1 2013Q1 202232
GFS Advisors, LLC 2710.00%0.10%0.14%Q2 2013Q4 202232
Raymond James Financial Services Advisors, Inc. 32320.00%0.01%0.04%Q4 2015Q3 202332
First PREMIER Bank 32320.01%0.34%0.71%Q4 2015Q3 202332
ALLIANCEBERNSTEIN L.P. 3010.00%0.03%0.09%Q1 2014Q3 202332
Edmonds Duncan Registered Investment Advisors, LLC 32320.30%0.48%0.76%Q4 2015Q3 202332
FIRST CITIZENS BANK & TRUST CO 31310.02%0.11%0.27%Q1 2016Q3 202331
Ballentine Partners, LLC 31310.01%0.65%1.34%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 31310.02%0.25%0.42%Q1 2016Q3 202331
ASPIRIANT, LLC 31310.05%1.54%4.24%Q1 2016Q3 202331
Avior Wealth Management, LLC 2560.00%0.11%0.19%Q4 2015Q3 202331
First Allied Advisory Services, Inc. 30300.03%0.08%0.14%Q2 2013Q3 202030
HOWE & RUSLING INC 2910.00%0.01%0.02%Q3 2014Q3 202330
HANCOCK WHITNEY CORP 2510.02%0.07%0.15%Q1 2015Q1 202330
WATERS PARKERSON & CO., LLC 30300.02%0.06%0.07%Q4 2014Q1 202230
Johnson Financial Group, Inc. 30300.01%0.01%0.02%Q2 2016Q3 202330
SOL Capital Management CO 29290.11%0.33%0.54%Q3 2016Q3 202329
Gibson Capital, LLC 2810.06%0.52%3.30%Q3 2014Q3 202329
CUTLER INVESTMENT COUNSEL LLC 29290.32%1.13%2.57%Q3 2016Q3 202329
Windham Capital Management, LLC 2120.06%3.15%6.33%Q2 2013Q3 202329
Cordasco Financial Network 29290.01%0.08%0.41%Q2 2015Q2 202229
Global Retirement Partners, LLC 28280.00%0.01%0.08%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
CITIGROUP INC 2110.00%0.00%0.00%Q2 2014Q3 202328
MISSION WEALTH MANAGEMENT, LP 28280.09%0.56%1.38%Q4 2016Q3 202328
Betterment LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
Millburn Ridgefield Corp 28280.00%0.02%0.10%Q4 2016Q3 202328
Gradient Investments LLC 2610.00%0.01%0.12%Q1 2015Q3 202328
Geneos Wealth Management Inc. 2620.00%0.03%0.07%Q1 2016Q3 202328
BAILARD, INC. 2710.02%0.03%0.03%Q3 2016Q3 202328
VANGUARD GROUP INC 1330.00%0.00%0.00%Q2 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.04%0.09%Q4 2016Q3 202328
HighTower Advisors, LLC 1430.00%0.01%0.02%Q2 2013Q3 202328
TWIN CAPITAL MANAGEMENT INC 1990.02%0.21%0.47%Q2 2013Q3 202028
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1720.00%0.36%0.70%Q2 2014Q3 202327
FAGAN ASSOCIATES, INC. 2220.04%0.88%1.61%Q1 2014Q1 202227
Valmark Advisers, Inc. 27270.14%2.23%2.91%Q1 2017Q3 202327
Stratford Consulting, LLC 16110.72%1.87%2.34%Q2 2013Q1 202027
Citadel Advisors 910.00%0.00%0.00%Q4 2015Q3 202327
Anchor Investment Management, LLC 27270.00%0.08%0.16%Q2 2017Q4 202327
SIGNATUREFD, LLC 1510.00%0.04%0.52%Q4 2014Q3 202327
Heritage Trust Co 27270.11%0.59%1.57%Q1 2017Q3 202327
Kohmann Bosshard Financial Services, LLC 2520.75%1.50%2.36%Q4 2016Q3 202327
Coastline Trust Co 2610.04%0.16%0.29%Q4 2014Q1 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.10%Q2 2013Q4 201927
Allworth Financial LP 27270.00%0.00%0.01%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2410.00%0.03%0.12%Q1 2016Q1 202327
BlackRock Inc. 2510.00%0.01%0.06%Q4 2015Q2 202327
Capital Advisors, Ltd. LLC 13130.00%0.04%0.11%Q1 2016Q3 202226
Stratos Wealth Partners, LTD. 1710.01%0.01%0.03%Q2 2015Q4 202226
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.00%0.01%Q2 2017Q3 202326
QCI ASSET MANAGEMENT INC/NY 26260.00%0.00%0.00%Q4 2013Q1 202026
ALESCO ADVISORS LLC 1060.01%0.46%1.27%Q4 2016Q3 202326
Cornerstone Advisory, LLC 26260.07%0.37%0.96%Q2 2017Q3 202326
MONETA GROUP INVESTMENT ADVISORS LLC 26260.12%1.71%2.96%Q2 2017Q3 202326
JANE STREET GROUP, LLC 610.00%0.04%0.20%Q3 2014Q3 202326
Vigilant Capital Management, LLC 2210.00%1.29%2.73%Q2 2013Q2 202226
Cambria Investment Management, L.P. 25250.05%0.80%2.01%Q4 2014Q4 202025
NEXT Financial Group, Inc 1360.00%0.02%0.06%Q3 2014Q4 202125
NORTHERN TRUST CORP 2310.00%0.00%0.04%Q2 2013Q3 202325
MML INVESTORS SERVICES, LLC 2210.00%0.07%1.58%Q1 2017Q3 202325
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2110.00%0.00%0.00%Q4 2015Q3 202325
NewEdge Advisors, LLC 2410.00%0.04%0.07%Q2 2017Q3 202325
BOSTON ADVISORS LLC 25250.01%0.03%0.16%Q2 2013Q2 201925
Front Row Advisors LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
Sargent Bickham Lagudis LLC 2310.00%0.00%0.01%Q2 2016Q4 202224
DEUTSCHE BANK AG\ 2310.00%0.00%0.00%Q3 2013Q3 202324
Larson Financial Group LLC 24240.02%0.15%0.53%Q4 2017Q3 202324
CWM, LLC 1680.00%0.00%0.00%Q3 2017Q3 202324
Gradient Capital Advisors, LLC 24241.00%1.25%1.61%Q4 2017Q3 202324
HARBOR ADVISORY CORP /MA/ 24240.24%2.22%4.22%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
BUCKINGHAM STRATEGIC WEALTH, LLC 2020.02%0.04%0.10%Q1 2015Q3 202324
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q2 2013Q3 202324
Hudock, Inc. 1770.00%1.27%3.60%Q1 2015Q4 202124
Forefront Analytics, LLC 24241.16%1.89%2.68%Q4 2017Q3 202324
Newman Dignan & Sheerar, Inc. 1580.01%0.15%0.99%Q1 2015Q4 202023
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
AdvisorNet Financial, Inc 23230.00%0.00%0.01%Q1 2018Q3 202323
Keystone Financial Group 2120.04%0.10%0.17%Q4 2017Q3 202323
Relative Value Partners Group, LLC 1760.02%0.16%0.86%Q4 2015Q1 202223
Emery Howard Portfolio Management, Inc. 2120.41%2.78%3.89%Q4 2013Q1 202023
BNP PARIBAS FINANCIAL MARKETS 23230.00%0.00%0.04%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.00%0.27%0.54%Q1 2018Q3 202323
Pflug Koory, LLC 23230.01%0.01%0.01%Q1 2018Q3 202323
FC Advisory LLC 2030.10%0.16%0.23%Q1 2018Q4 202323
Freedom Investment Management, Inc. 23230.13%0.20%0.29%Q1 2018Q3 202323
Whitegate Investment Counselors, Inc. 2210.06%0.14%0.20%Q1 2014Q3 202123
First National Bank of Mount Dora, Trust Investment Services 2030.09%0.15%0.25%Q4 2017Q4 202323
Horan Securities, Inc. 960.00%0.46%3.16%Q3 2017Q2 202322
Whitnell & Co. 22222.91%3.74%5.50%Q3 2014Q4 201922
Baker Ellis Asset Management LLC 22220.04%0.07%0.10%Q3 2014Q4 201922
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Marble Harbor Investment Counsel, LLC 21210.03%0.07%0.12%Q3 2018Q3 202321
Invesco Ltd. 1830.00%0.00%0.00%Q2 2013Q1 202121
Wilshire Advisors LLC 21210.45%1.77%3.54%Q1 2016Q1 202121
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.02%0.06%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.01%0.02%Q2 2018Q2 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.62%2.66%6.72%Q4 2017Q4 202221
VOYA INVESTMENT MANAGEMENT LLC 21210.01%0.07%0.21%Q3 2018Q3 202321
BLB&B Advisors, LLC 1420.02%0.08%0.20%Q2 2013Q2 201921
Financial Architects, Inc 1140.00%0.01%0.02%Q3 2014Q2 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.06%0.10%Q3 2018Q3 202321
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1040.01%0.08%0.98%Q4 2017Q3 202321
UMB Bank, n.a. 1380.00%0.01%0.02%Q3 2016Q3 202321
WOODMONT INVESTMENT COUNSEL LLC 21210.05%0.11%0.21%Q1 2014Q1 201921
Global Trust Asset Management, LLC 1380.00%0.02%0.11%Q4 2017Q3 202321
MACKENZIE FINANCIAL CORP 1280.00%0.03%0.06%Q4 2016Q2 202220
Archer Investment Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.02%0.03%0.06%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.03%0.15%0.50%Q4 2018Q3 202320
Sensible Financial Planning & Management, LLC. 1220.10%0.16%0.26%Q3 2014Q4 201920
Ellevest, Inc. 20200.38%0.67%0.80%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.05%0.11%Q4 2017Q3 202220
Mirae Asset Global Investments Co., Ltd. 1370.00%0.02%0.07%Q1 2017Q1 202320
Pinnacle Bancorp, Inc. 20200.00%0.04%0.08%Q4 2018Q3 202320
Total Wealth Planning, LLC 20200.93%1.67%3.06%Q4 2018Q3 202320
American Investment Services, Inc. 20200.05%0.21%0.41%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.01%0.04%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.85%1.68%2.50%Q4 2016Q3 202120
DOWLING & YAHNKE LLC 20200.52%0.88%1.32%Q4 2017Q3 202220
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.00%0.06%0.26%Q1 2016Q4 202020
Symmetry Partners, LLC 20200.19%0.46%0.75%Q4 2016Q3 202120
GREAT LAKES ADVISORS, LLC 20200.00%0.34%0.59%Q1 2016Q4 202020
Atria Investments, Inc 710.01%0.03%0.06%Q1 2015Q3 202319
FINANCIAL COUNSELORS INC 1310.01%0.01%0.02%Q1 2014Q4 201919
Capital Analysts, LLC 1410.00%0.00%0.00%Q2 2015Q4 202019
FFT WEALTH MANAGEMENT LLC 19190.72%2.72%4.57%Q4 2015Q2 202019
JOYN Advisors, Inc. 19193.34%7.11%10.47%Q3 2015Q1 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AVIANCE CAPITAL MANAGEMENT, LLC 1540.01%0.08%0.12%Q2 2014Q1 201919
St. Louis Trust Co 19190.10%0.23%0.34%Q4 2015Q2 202019
Kovitz Investment Group Partners, LLC 1450.01%0.02%0.04%Q4 2018Q3 202319
EVERGREEN CAPITAL MANAGEMENT LLC 19190.02%0.05%0.10%Q1 2019Q3 202319
Elm Partners Management LLC 19190.92%1.42%2.27%Q1 2019Q3 202319
Annex Advisory Services, LLC 19190.06%0.13%0.22%Q1 2018Q3 202219
JNBA Financial Advisors 1610.00%0.00%0.04%Q3 2015Q3 202219
TSFG, LLC 19190.00%0.00%0.02%Q1 2019Q3 202319
CHILTON CAPITAL MANAGEMENT LLC 19190.54%1.12%1.90%Q1 2019Q3 202319
Simmons Bank 19190.02%0.05%0.15%Q3 2017Q1 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.04%0.35%Q1 2019Q3 202319
BOKF, NA 910.00%0.02%0.04%Q3 2017Q2 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.05%Q2 2013Q3 201718
Financial Gravity Asset Management, Inc. 810.00%0.02%0.04%Q1 2018Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.02%Q2 2019Q3 202318
BROWN ADVISORY INC 18180.00%0.00%0.00%Q3 2016Q4 202018
NATIXIS 1530.00%0.01%0.01%Q3 2017Q1 202218
RAY GERALD L & ASSOCIATES LTD 18180.09%0.16%0.20%Q2 2013Q3 201718
Bedel Financial Consulting, Inc. 17170.01%0.02%0.05%Q1 2018Q1 202217
TOMPKINS FINANCIAL CORP 980.00%0.00%0.00%Q3 2017Q4 202317
Stewardship Financial Advisors, LLC 17170.24%0.44%2.50%Q4 2015Q4 201917
Merriman Wealth Management, LLC 1210.01%0.44%3.66%Q2 2013Q3 202317
1832 Asset Management L.P. 1210.02%0.08%0.12%Q1 2014Q4 201817
iAB Financial Bank 17170.16%0.26%0.36%Q2 2013Q2 201717
AE Wealth Management LLC 1610.00%0.01%0.03%Q3 2018Q1 202317
Cedar Wealth Management, LLC 17170.00%0.18%0.28%Q3 2018Q3 202217
WINTRUST INVESTMENTS LLC 1430.02%0.08%0.16%Q1 2017Q3 202117
AXA S.A. 1610.00%0.00%0.01%Q2 2013Q3 201917
Slow Capital, Inc. 1520.01%0.19%0.27%Q4 2017Q3 202317
GUGGENHEIM CAPITAL LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Retirement Planning Group, LLC 1410.04%1.46%4.89%Q2 2013Q4 201917
Capital Investment Advisory Services, LLC 1610.00%0.00%0.01%Q4 2018Q1 202317
OPTIMUM INVESTMENT ADVISORS 1520.00%0.00%0.01%Q3 2019Q4 202317
Klingman & Associates, LLC 820.02%0.06%0.09%Q4 2014Q1 202217
Strategic Financial Planning, Inc. 16162.99%3.32%3.54%Q4 2019Q3 202316
SEI INVESTMENTS CO 1510.00%0.00%0.00%Q1 2015Q1 201916
Camelot Portfolios, LLC 16160.11%0.21%0.36%Q4 2014Q3 201816
Cerity Partners LLC 710.00%0.06%0.64%Q1 2017Q3 202316
Marotta Asset Management 1330.84%2.05%4.28%Q4 2019Q4 202316
Equitable Holdings, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
Vectors Research Management, LLC 16160.00%0.00%0.00%Q3 2018Q2 202216
EXENCIAL WEALTH ADVISORS, LLC 810.01%0.20%0.30%Q1 2013Q3 202316
Capital Directions Investment Advisors, LLC 970.57%1.41%2.16%Q4 2018Q4 202216
Mount Lucas Management LP 620.07%0.49%0.86%Q2 2016Q3 202116
Disciplined Investments, LLC 16161.41%1.90%2.44%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.55%1.09%1.99%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.01%0.01%Q4 2019Q3 202316
Perkins Coie Trust Co 16160.01%0.01%0.01%Q2 2015Q1 201916
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.20%1.00%1.96%Q4 2019Q3 202316
LPWM LLC 16161.09%1.36%1.77%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.10%0.14%0.18%Q4 2019Q3 202316
SAGE RHINO CAPITAL LLC 15150.37%0.52%0.73%Q1 2019Q3 202215
Psagot Value Holdings Ltd. 15150.00%0.02%0.05%Q4 2014Q2 201815
Patten Group, Inc. 1410.03%0.06%0.08%Q4 2014Q3 201815
FIRST QUADRANT LLC/CA 960.02%0.61%1.79%Q4 2017Q1 202215
MSI Financial Services Inc 15150.01%0.04%0.24%Q2 2013Q4 201615
Conservest Capital Advisors, Inc. 15151.45%2.15%2.90%Q1 2017Q3 202015
Jacobi Capital Management LLC 15150.00%0.00%0.00%Q1 2018Q3 202115
INTERACTIVE FINANCIAL ADVISORS, INC. 15150.02%0.06%0.44%Q2 2019Q4 202215
NatWest Group plc 1210.04%0.19%0.30%Q1 2014Q4 202015
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1410.00%0.03%0.05%Q1 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.01%0.04%0.06%Q1 2020Q3 202315
Knights of Columbus Asset Advisors LLC 1140.01%0.01%0.02%Q4 2019Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
VPR Management LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
AdvicePeriod, LLC 15150.05%0.09%0.18%Q4 2017Q2 202115
PRUDENTIAL FINANCIAL INC 520.00%0.01%0.03%Q1 2017Q4 202115
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Gs Investments, Inc. 910.00%0.00%0.00%Q1 2019Q3 202315
Your Advocates Ltd., LLP 15150.00%0.00%0.01%Q1 2020Q3 202315
MOLLER WEALTH PARTNERS 15151.46%3.27%4.13%Q1 2020Q3 202315
REGENTATLANTIC CAPITAL LLC 1410.00%0.45%1.26%Q4 2014Q4 202015
Fieldpoint Private Securities, LLC 870.04%0.06%0.09%Q1 2018Q2 202215
Employees Retirement System of Texas 740.00%0.04%0.08%Q4 2018Q2 202315
Waldron Private Wealth LLC 15150.08%0.40%1.13%Q1 2020Q3 202315
Independence Advisors, LLC 15150.10%0.29%0.62%Q1 2017Q3 202015
Financial Advocates Investment Management 1220.02%0.13%0.21%Q2 2018Q1 202314
ZACKS INVESTMENT MANAGEMENT 730.00%0.02%0.05%Q2 2013Q1 202014
Addenda Capital Inc. 14140.35%0.39%0.42%Q1 2014Q2 201714
Winslow, Evans & Crocker, Inc. 610.00%0.00%0.01%Q2 2015Q4 202014
Paracle Advisors, LLC 14140.10%1.06%1.68%Q3 2014Q4 201714
Verde Capital Management 14140.23%0.37%0.54%Q2 2020Q3 202314
CVA Family Office, LLC 14140.01%0.05%0.09%Q1 2020Q2 202314
TFO Wealth Partners, LLC 950.00%3.71%45.32%Q1 2020Q3 202314
DUNCKER STREETT & CO INC 1040.00%0.00%0.00%Q1 2017Q3 202014
LAKE STREET ADVISORS GROUP, LLC 14140.03%1.95%3.59%Q4 2017Q1 202114
Hefren-Tillotson, Inc. 141413.33%31.60%39.08%Q1 2015Q2 201814
Ledyard National Bank 860.00%0.01%0.02%Q4 2014Q4 201814
Ironsides Asset Advisors, LLC 1130.16%0.27%0.51%Q1 2018Q1 202214
Qube Research & Technologies Ltd 710.00%0.08%0.44%Q4 2019Q3 202314
SENTINEL PENSION ADVISORS INC 1040.07%0.13%0.20%Q1 2020Q3 202314
OneDigital Investment Advisors LLC 710.00%0.01%0.02%Q2 2017Q3 202214
Wealthstreet Investment Advisors, LLC 14140.08%0.10%0.14%Q4 2017Q1 202114
Baird Financial Group, Inc. 510.00%0.00%0.02%Q4 2017Q2 202214
Investors Research Corp 14140.01%0.02%0.03%Q2 2020Q3 202314
Walkner Condon Financial Advisors LLC 13130.59%0.97%2.12%Q3 2020Q3 202313
Parkside Financial Bank & Trust 940.00%0.01%0.02%Q3 2016Q4 202113
TFC Financial Management, Inc. 13130.00%0.08%0.32%Q3 2020Q3 202313
SHINE INVESTMENT ADVISORY SERVICES INC 13130.02%1.61%3.60%Q1 2017Q1 202013
EDGE ASSET MANAGEMENT, INC 13130.00%0.03%0.03%Q1 2014Q1 201713
BANQUE PICTET & CIE SA 730.00%0.02%0.04%Q3 2018Q2 202313
Cambridge Advisors Inc. 13130.28%0.30%0.31%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Perigon Wealth Management, LLC 410.01%0.01%0.02%Q3 2011Q3 202313
PROFFITT & GOODSON INC 13130.00%0.01%0.01%Q3 2019Q3 202213
Sumitomo Mitsui DS Asset Management Company, Ltd 710.00%0.02%0.03%Q1 2019Q3 202313
OXFORD FINANCIAL GROUP, LTD. LLC 1120.00%0.01%0.01%Q1 2020Q2 202313
FineMark National Bank & Trust 13130.00%0.00%0.00%Q4 2013Q4 201613
Greenwich Wealth Management LLC 13130.03%0.04%0.07%Q3 2020Q3 202313
Elevated Capital Advisors, LLC 510.24%0.35%0.57%Q1 2019Q3 202313
EQUITY INVESTMENT CORP 910.01%0.01%0.01%Q2 2017Q2 202213
WealthTrust-Arizona, LLC 13130.18%0.64%1.93%Q4 2013Q4 201613
Windhaven Investment Management, Inc. 13131.62%4.08%6.32%Q4 2013Q4 201613
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.74%1.39%2.05%Q3 2016Q3 201913
Hexagon Capital Partners LLC 13130.06%0.10%0.13%Q3 2020Q3 202313
Renaissance Technologies 510.00%0.00%0.00%Q4 2017Q1 202312
Laird Norton Wetherby Trust Company, LLC 12120.22%0.38%0.63%Q4 2020Q3 202312
CANANDAIGUA NATIONAL BANK & TRUST CO 710.31%0.62%0.77%Q1 2015Q4 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Bouchey Financial Group Ltd 12122.18%2.43%2.85%Q1 2015Q4 201712
Modera Wealth Management, LLC 12120.02%0.08%0.15%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12121.14%1.90%2.63%Q4 2020Q3 202312
Ellis Investment Partners, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
CPWM, LLC 840.04%0.13%0.49%Q2 2019Q3 202212
Valeo Financial Advisors, LLC 12120.00%0.00%0.01%Q2 2018Q1 202112
NOMURA ASSET MANAGEMENT CO LTD 1010.01%0.02%0.04%Q3 2013Q2 202112
Foster Group, Inc. 12120.04%0.14%0.47%Q4 2020Q3 202312
REILLY FINANCIAL ADVISORS, LLC 710.00%0.00%0.01%Q1 2015Q4 202112
HOLLENCREST CAPITAL MANAGEMENT 12120.12%0.15%0.18%Q4 2013Q3 201612
Belmont Capital, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
PITCAIRN CO 12120.06%0.10%0.14%Q4 2013Q3 201612
Prosperity Planning, Inc. 12120.45%0.55%0.62%Q4 2020Q3 202312
AllSquare Wealth Management LLC 1020.01%0.01%0.02%Q4 2017Q3 202312
Baldrige Asset Management LLC 840.01%0.02%0.03%Q1 2019Q1 202312
Cetera Investment Advisers 12120.01%0.02%0.06%Q4 2020Q3 202312
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
NORTHWEST WEALTH MANAGEMENT, LLC 920.11%0.20%0.24%Q1 2020Q1 202311
WASHINGTON TRUST Co 910.00%0.00%0.01%Q3 2016Q1 202211
WEDBUSH SECURITIES INC 11110.01%0.03%0.05%Q2 2019Q4 202111
Miracle Mile Advisors, LLC 1010.03%1.74%7.14%Q2 2015Q1 202311
ClearBridge Investments 11110.00%0.00%0.00%Q4 2017Q2 202011
Csenge Advisory Group 11110.02%0.03%0.04%Q2 2020Q4 202211
CT Financial Advisors LLC 1010.07%0.13%0.21%Q1 2014Q1 201711
SeaCrest Wealth Management, LLC 610.02%0.06%0.12%Q4 2017Q2 202211
Nan Shan Life Insurance Co., Ltd. 11110.06%0.22%0.41%Q4 2016Q2 201911
TRUST CO OF VIRGINIA /VA 11110.08%0.75%1.15%Q2 2013Q4 201511
SVB WEALTH LLC 11110.01%0.01%0.02%Q4 2019Q2 202211
Pictet North America Advisors SA 740.09%0.23%0.31%Q3 2018Q3 202311
Patriot Financial Group Insurance Agency, LLC 11110.00%0.00%0.01%Q4 2016Q2 201911
Montecito Bank & Trust 910.02%0.12%0.24%Q4 2016Q4 202311
NATIONAL PLANNING CORP 1010.00%0.04%0.09%Q4 2014Q3 201711
McClarren Financial Advisors, Inc. 650.01%0.02%0.03%Q4 2020Q3 202311
TD Ameritrade Trust Co 11110.25%0.63%1.58%Q1 2015Q3 201711
Vantage Investment Advisors, LLC 740.00%0.00%0.01%Q4 2013Q3 201611
TRUEWEALTH LLC 11110.00%0.01%0.03%Q4 2017Q2 202011
BDO Wealth Advisors, LLC 610.00%0.01%0.03%Q2 2017Q4 202111
Petix & Botte Co 810.07%0.16%0.31%Q4 2019Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.03%1.19%2.27%Q1 2021Q3 202311
Filament LLC 11110.48%0.80%1.00%Q1 2018Q3 202011
Wealthcare Advisory Partners LLC 1010.00%0.00%0.00%Q4 2017Q1 202111
Lumature Wealth Partners, LLC 11110.03%0.07%0.26%Q4 2020Q2 202311
Sowell Financial Services LLC 910.01%0.09%0.35%Q3 2018Q3 202110
Wealthspire Advisors, L.P. 710.00%0.02%0.02%Q3 2016Q4 201910
HC FINANCIAL ADVISORS INC 10100.00%0.00%0.00%Q1 2020Q2 202210
Newfound Research LLC 430.35%1.26%2.77%Q1 2016Q4 201910
Brand Asset Management Group, Inc. 910.01%0.06%0.12%Q2 2018Q1 202110
Sullivan, Bruyette, Speros & Blaney, LLC 10100.05%0.11%0.17%Q4 2018Q1 202110
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q2 2016Q3 201810
Pinnacle Summer Investments, Inc. 10100.00%0.00%0.00%Q3 2013Q4 201510
Mutual Advisors, LLC 640.01%0.05%0.14%Q3 2019Q1 202210
Kestra Advisory Services, LLC 910.00%0.00%0.01%Q3 2020Q1 202310
Sound Income Strategies, LLC 610.00%0.00%0.00%Q4 2017Q4 202210
BREWIN DOLPHIN LTD 10100.00%0.01%0.01%Q1 2020Q2 202210
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Glassman Wealth Services 610.00%0.04%0.07%Q2 2015Q1 202310
Mariner, LLC 910.00%0.01%0.02%Q3 2016Q3 202310
Fiera Capital Corp 10100.00%0.02%0.04%Q4 2016Q1 201910
Eagle Bay Advisors LLC 10100.70%1.02%1.32%Q2 2021Q3 202310
Armbruster Capital Management, Inc. 10100.03%0.07%0.22%Q4 2015Q1 201810
Rathbones Group PLC 10100.00%0.00%0.01%Q4 2019Q1 202210
GABLES CAPITAL MANAGEMENT INC. 10100.03%0.05%0.08%Q2 2020Q3 202210
Choate Investment Advisors 610.00%0.20%0.82%Q2 2013Q2 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
ROTHSCHILD INVESTMENT LLC /IL 910.04%0.05%0.10%Q3 2014Q2 201710
HM PAYSON & CO 10100.00%0.00%0.00%Q1 2021Q2 202310
FIDUCIARY TRUST CO 10100.01%0.96%2.12%Q4 2016Q1 201910
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
CITY NATIONAL BANK 10100.02%0.06%0.18%Q2 2013Q3 201510
Bogart Wealth, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
McIlrath & Eck, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2019Q3 202310
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2016Q1 20209
Destination Wealth Management 630.00%0.02%0.09%Q2 2016Q2 20199
One Capital Management, LLC 990.01%0.06%0.12%Q2 2020Q2 20229
D.A. DAVIDSON & CO. 410.00%0.00%0.01%Q1 2014Q2 20179
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2013Q4 20229
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q1 2016Q4 20209
Charles Schwab Trust Co 990.29%0.49%0.84%Q3 2019Q3 20219
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 720.02%0.04%0.06%Q3 2020Q1 20239
Baker Avenue Asset Management, LP 540.00%0.04%0.10%Q1 2019Q3 20239
MOSELEY INVESTMENT MANAGEMENT INC 990.11%0.14%0.20%Q3 2021Q3 20239
COLTON GROOME FINANCIAL ADVISORS, LLC 990.10%0.24%0.41%Q2 2019Q2 20219
Price Wealth, LLC 990.88%1.17%1.90%Q4 2017Q4 20199
PATHSTONE FAMILY OFFICE, LLC 990.02%0.05%0.11%Q1 2020Q1 20229
Tidal Investments LLC 990.02%0.39%0.76%Q4 2018Q4 20209
Lenox Wealth Advisors, LLC 720.00%0.00%0.00%Q3 2019Q4 20219
Brookstone Capital Management 310.02%0.07%0.13%Q2 2015Q2 20199
HL FINANCIAL SERVICES LLC 990.01%0.01%0.02%Q1 2017Q1 20199
Aletheian Wealth Advisors LLC 991.02%1.28%1.69%Q4 2021Q4 20239
Virtu KCG Holdings LLC 420.00%0.02%0.05%Q1 2014Q1 20179
COLONY GROUP LLC 710.00%0.02%0.03%Q3 2014Q1 20229
TECTONIC ADVISORS LLC 990.00%0.01%0.01%Q4 2020Q4 20229
Paradigm Financial Advisors, LLC 990.08%0.16%0.23%Q4 2017Q4 20199
Schoolcraft Capital LLC 990.09%0.15%0.21%Q1 2020Q1 20229
Huber Financial Advisors, LLC 990.15%0.24%0.37%Q4 2017Q4 20199
Sonora Investment Management, LLC 510.00%0.00%0.00%Q2 2016Q4 20208
Cranbrook Wealth Management, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
City State Bank 880.01%0.02%0.02%Q4 2021Q3 20238
Unconventional Investor, LLC 880.64%0.88%1.20%Q4 2021Q3 20238
CAROLINAS WEALTH CONSULTING LLC 880.03%0.04%0.04%Q4 2020Q3 20228
WRAPMANAGER INC 320.06%0.11%0.18%Q1 2016Q2 20198
MONEY CONCEPTS CAPITAL CORP 620.00%0.03%0.19%Q4 2020Q1 20238
ETF Portfolio Partners, Inc. 882.52%2.74%2.96%Q4 2014Q3 20168
Rockwood Wealth Management, LLC 880.55%1.40%1.88%Q4 2021Q3 20238
PRIVATE TRUST CO NA 620.00%0.00%0.01%Q2 2014Q3 20238
Oakworth Capital, Inc. 880.00%0.00%0.01%Q4 2015Q3 20178
WealthStone, Inc. 880.14%0.19%0.29%Q2 2019Q1 20218
INVESTMENT PARTNERS, LTD. 530.16%0.24%0.32%Q4 2017Q4 20198
Close Asset Management Ltd 880.01%0.01%0.01%Q4 2016Q3 20188
HSBC HOLDINGS PLC 880.00%0.00%0.00%Q2 2018Q1 20208
MARYLAND CAPITAL ADVISORS INC. 881.58%2.04%2.87%Q4 2021Q3 20238
BEACON INVESTMENT ADVISORY SERVICES, INC. 880.17%0.27%0.34%Q2 2018Q1 20208
Brinker Capital Investments, LLC 440.00%0.56%0.85%Q4 2017Q4 20198
SouthState Corp 410.00%0.01%0.02%Q3 2017Q2 20238
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q1 2019Q4 20208
Canvas Wealth Advisors, LLC 880.13%0.18%0.25%Q1 2021Q4 20228
Beaird Harris Wealth Management, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
QUADRANT CAPITAL GROUP LLC 710.00%0.01%0.02%Q2 2015Q4 20208
EDMOND DE ROTHSCHILD HOLDING S.A. 530.00%0.02%0.06%Q2 2015Q3 20178
CREDIT SUISSE AG/ 210.00%0.00%0.01%Q1 2013Q3 20228
Stone Point Wealth LLC 880.25%0.33%0.48%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.00%0.01%Q1 2022Q4 20238
Hanson & Doremus Investment Management 880.02%0.02%0.02%Q4 2014Q3 20168
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Continuum Advisory, LLC 530.04%0.16%0.29%Q1 2017Q4 20218
PSI Advisors, LLC 510.00%0.00%0.03%Q4 2019Q3 20238
CARDIFF PARK ADVISORS, LLC 880.22%0.28%0.36%Q4 2021Q3 20238
Certified Advisory Corp 620.00%0.00%0.01%Q4 2017Q1 20208
FIRST NATIONAL BANK SIOUX FALLS 880.41%0.78%1.18%Q1 2021Q4 20228
KRAFT ASSET MANAGEMENT, LLC 880.37%0.53%0.80%Q4 2021Q3 20238
White Lighthouse Investment Management Inc. 440.09%0.11%0.13%Q4 2017Q4 20198
RBF Capital, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
Family CFO Inc 880.09%0.12%0.16%Q4 2021Q3 20238
Cypress Point Wealth Management, LLC 440.05%1.81%4.58%Q4 2020Q3 20238
TAGStone Capital, Inc. 880.46%0.65%0.90%Q4 2021Q3 20238
Carmichael Hill & Associates, Inc. 620.00%0.01%0.01%Q3 2020Q3 20238
Upper Left Wealth Management, LLC 883.47%3.83%4.32%Q4 2021Q3 20238
Old Port Advisors 610.09%0.16%0.20%Q2 2018Q4 20208
APPLETON PARTNERS INC/MA 880.04%0.07%0.11%Q1 2017Q4 20188
Solitude Financial Services 880.62%2.56%3.54%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.94%1.12%1.26%Q4 2021Q3 20238
GREAT WEST LIFE ASSURANCE CO /CAN/ 770.00%0.00%0.00%Q4 2013Q2 20157
SIMON QUICK ADVISORS, LLC 610.01%0.07%0.12%Q2 2019Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Jordan Park Group LLC 770.11%4.22%9.30%Q4 2018Q2 20207
Verus Financial Partners, Inc. 610.03%0.05%0.07%Q2 2020Q1 20227
Weaver Consulting Group 770.01%0.02%0.03%Q1 2019Q3 20207
Highwater Wealth Management, LLC 770.83%1.35%2.19%Q3 2016Q1 20187
Azimuth Capital Management LLC 520.02%0.02%0.02%Q2 2016Q1 20187
Belpointe Asset Management LLC 320.00%0.03%0.11%Q3 2018Q1 20237
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
OLD MISSION CAPITAL LLC 310.02%0.06%0.14%Q1 2015Q1 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.03%0.06%Q1 2022Q3 20237
Warren Street Wealth Advisors, LLC 771.80%2.24%2.79%Q1 2022Q3 20237
Paladin Advisory Group, LLC 770.02%0.03%0.05%Q4 2021Q2 20237
Janney Montgomery Scott LLC 610.00%0.00%0.00%Q1 2018Q4 20197
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q4 2015Q3 20237
Spire Wealth Management 320.00%0.00%0.01%Q1 2021Q3 20237
Global Financial Private Capital, Inc 770.02%0.03%0.04%Q1 2017Q3 20187
WEBSTERROGERS FINANCIAL ADVISORS, LLC 520.15%0.59%0.86%Q4 2020Q3 20237
Hoover Financial Advisors, Inc. 770.05%0.10%0.17%Q4 2019Q2 20217
Red Door Wealth Management, LLC 430.09%0.13%0.19%Q4 2019Q3 20217
Leicht Financial Planning & Wealth Management, Inc. 770.35%1.95%4.08%Q3 2018Q1 20207
AIRE ADVISORS, LLC 770.14%1.33%2.16%Q1 2022Q3 20237
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Bison Wealth, LLC 520.00%0.00%0.01%Q4 2019Q3 20217
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
MBB PUBLIC MARKETS I LLC 770.01%0.04%0.08%Q4 2021Q2 20237
SevenBridge Financial Group, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
SJS Investment Consulting Inc. 520.12%0.41%0.78%Q4 2021Q3 20237
MACQUARIE GROUP LTD 770.00%0.00%0.00%Q1 2022Q3 20237
Penserra Capital Management LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.02%Q4 2020Q2 20227
Taylor, Cottrill LLC 770.30%0.32%0.35%Q2 2014Q4 20157
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.01%0.01%Q2 2017Q1 20197
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Royal Fund Management, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
Joel Isaacson & Co., LLC 770.00%0.00%0.01%Q2 2015Q4 20167
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Concord Wealth Partners 430.00%0.01%0.01%Q4 2021Q3 20237
SWS Partners 520.14%0.17%0.20%Q4 2017Q3 20197
Paragon Capital Management Ltd 610.03%0.89%1.89%Q2 2019Q4 20217
BARING ASSET MANAGEMENT Ltd 770.04%0.20%0.32%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.03%Q2 2013Q4 20147
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Trexquant Investment LP 510.02%0.04%0.09%Q3 2019Q4 20216
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q4 2021Q1 20236
WEALTHFRONT Corp 510.00%0.00%0.00%Q1 2014Q3 20156
Simplicity Solutions, LLC 510.01%0.02%0.03%Q4 2018Q4 20206
Ferris Capital, LLC 510.05%0.23%1.14%Q1 2018Q2 20216
TD Capital Management LLC 510.00%0.16%0.26%Q3 2014Q3 20216
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.00%Q4 2017Q1 20196
Jackson Hole Capital Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Hill Investment Group Partners, LLC 660.06%0.15%0.24%Q2 2021Q3 20226
Integrated Investment Consultants, LLC 310.00%0.15%0.30%Q1 2016Q3 20226
People's United Financial, Inc. 410.00%0.00%0.01%Q2 2015Q1 20226
Aevitas Wealth Management, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
ENTERPRISE FINANCIAL SERVICES CORP 510.00%0.01%0.04%Q4 2018Q3 20216
BARCLAYS PLC 510.00%0.00%0.00%Q1 2020Q1 20226
J.W. COLE ADVISORS, INC. 660.12%0.15%0.16%Q2 2022Q3 20236
New England Private Wealth Advisors LLC 660.09%0.10%0.11%Q2 2017Q3 20186
HALBERT HARGROVE GLOBAL ADVISORS, LLC 660.05%0.21%0.32%Q2 2022Q3 20236
AFAM CAPITAL, INC. 660.06%0.09%0.11%Q2 2014Q3 20156
PINNACLE ASSOCIATES LTD 660.01%0.01%0.02%Q4 2014Q1 20166
Evercore Wealth Management, LLC 410.00%0.00%0.00%Q3 2014Q4 20176
Intellectus Partners, LLC 660.08%0.13%0.17%Q2 2017Q3 20186
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.01%0.02%Q3 2017Q4 20186
COMERICA BANK 510.00%0.04%0.10%Q3 2013Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.01%0.01%Q2 2013Q4 20146
CAPITAL ONE, NATIONAL ASSOCIATION 660.02%0.07%0.13%Q2 2013Q3 20146
Canal Capital Management, LLC 660.24%0.28%0.36%Q2 2022Q3 20236
Sterling Capital Management LLC 660.01%0.01%0.01%Q2 2015Q3 20166
TRADITION CAPITAL MANAGEMENT LLC 660.40%0.49%0.61%Q1 2016Q2 20176
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q4 2015Q2 20236
FLOW TRADERS U.S. LLC 220.00%0.02%0.06%Q3 2016Q4 20226
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
MOTCO 420.00%0.00%0.00%Q2 2013Q3 20176
KMS FINANCIAL SERVICES, INC 660.34%0.36%0.41%Q2 2013Q3 20146
Sandy Spring Bank 310.00%0.02%0.14%Q4 2014Q1 20226
NextCapital Advisers, Inc. 660.42%0.64%0.72%Q3 2018Q4 20196
Ameritas Investment Company, LLC 330.01%0.01%0.02%Q3 2019Q3 20216
Firestone Capital Management 420.00%0.02%0.04%Q4 2019Q3 20216
Lehman & Derafelo Financial Resources LLC 660.00%0.00%0.00%Q1 2019Q2 20206
Crewe Advisors LLC 510.00%0.00%0.00%Q2 2019Q1 20236
Advisory Alpha, LLC 660.00%0.08%0.14%Q3 2015Q4 20166
Clearstead Advisors, LLC 330.00%0.00%0.01%Q2 2020Q2 20226
TUDOR INVESTMENT CORP ET AL 420.00%0.02%0.04%Q4 2021Q2 20236
WESTWOOD HOLDINGS GROUP INC 660.00%0.00%0.00%Q1 2018Q2 20196
AWM CAPITAL, LLC 660.42%0.62%1.28%Q2 2022Q3 20236
ADVOCATE GROUP LLC 660.06%0.06%0.07%Q2 2022Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 660.02%0.02%0.03%Q3 2020Q4 20216
Ten Capital Wealth Advisors, LLC 510.00%0.00%0.00%Q3 2021Q1 20236
GSB Wealth Management, LLC 330.06%0.09%0.11%Q1 2021Q3 20226
INNEALTA CAPITAL, LLC 660.26%0.42%0.54%Q2 2021Q3 20226
EP Wealth Advisors, LLC 550.01%0.08%0.13%Q4 2019Q4 20205
CoreCap Advisors, LLC 550.00%0.04%0.06%Q4 2021Q4 20225
RESOURCES MANAGEMENT CORP /CT/ /ADV 320.00%0.00%0.00%Q3 2018Q1 20205
REGIONS FINANCIAL CORP 410.00%0.00%0.00%Q4 2017Q1 20195
Zullo Investment Group, Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
Hanlon Investment Management, Inc. 550.34%0.63%0.92%Q1 2019Q1 20205
Pensionmark Financial Group, LLC 550.11%0.12%0.14%Q1 2019Q1 20205
Cetera Advisors LLC 410.00%0.01%0.01%Q1 2019Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.07%0.09%0.11%Q4 2018Q4 20195
Wealthspire Advisors, LLC 310.00%0.01%0.01%Q4 2018Q4 20215
Semmax Financial Advisors Inc. 550.02%0.02%0.03%Q4 2018Q4 20195
Horizons Wealth Management 550.08%0.08%0.09%Q4 2022Q4 20235
Argentus Capital Management, LLC 550.00%0.01%0.01%Q3 2015Q3 20165
ROPES WEALTH ADVISORS LLC 310.01%0.12%0.22%Q4 2015Q2 20195
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
SignalPoint Asset Management, LLC 550.11%0.12%0.13%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Lido Advisors, LLC 550.01%0.01%0.03%Q3 2022Q3 20235
EARNEST PARTNERS LLC 550.01%0.01%0.01%Q2 2015Q2 20165
Realta Investment Advisors 410.00%0.00%0.00%Q1 2019Q4 20225
Ascent Group, LLC 550.04%0.04%0.05%Q4 2021Q4 20225
WFG Advisors, LP 550.00%0.00%0.00%Q2 2014Q2 20155
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.01%0.18%0.31%Q1 2021Q3 20235
Valtinson Bruner Financial Planning LLC 410.12%0.23%0.30%Q3 2021Q4 20225
Unison Advisors LLC 550.11%0.12%0.16%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.01%0.02%0.04%Q1 2015Q1 20165
Forum Financial Management, LP 550.01%0.08%0.19%Q3 2022Q3 20235
B. Riley Wealth Management, Inc. 550.08%0.10%0.10%Q2 2014Q2 20155
Asset Dedication, LLC 110.00%0.03%0.14%Q4 2015Q3 20235
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 551.08%2.60%3.58%Q2 2021Q2 20225
Paloma Partners Management Co 210.00%0.00%0.01%Q3 2018Q3 20205
Roof Eidam Maycock Peralta, LLC 550.11%0.13%0.17%Q1 2019Q1 20205
Balentine LLC 410.00%0.00%0.00%Q2 2016Q3 20235
Prairiewood Capital, LLC 550.16%0.21%0.38%Q3 2022Q3 20235
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q4 2018Q4 20225
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FINANCIAL LIFE ADVISORS 550.28%0.44%0.61%Q4 2017Q4 20185
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
EVOKE WEALTH, LLC 310.01%0.45%1.77%Q4 2019Q3 20224
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Alhambra Investment Management LLC 441.24%1.25%1.26%Q4 2022Q3 20234
LAM GROUP, INC. 442.42%2.97%3.50%Q4 2022Q3 20234
DOPKINS WEALTH MANAGEMENT, LLC 440.48%0.52%0.59%Q4 2022Q3 20234
EDMOND DE ROTHSCHILD (SUISSE) S.A. 310.02%0.16%0.59%Q2 2015Q3 20164
EXCALIBUR MANAGEMENT CORP 440.32%0.33%0.33%Q4 2015Q3 20164
Sound Stewardship, LLC 442.12%2.20%2.33%Q4 2022Q3 20234
Cleary Gull Holdings Inc. 440.06%0.07%0.08%Q2 2015Q1 20164
Savant Capital, LLC 310.02%0.03%0.04%Q1 2020Q3 20234
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PENOBSCOT WEALTH MANAGEMENT 440.28%3.35%4.53%Q2 2021Q1 20224
Cresset Asset Management, LLC 210.00%0.00%0.00%Q4 2021Q3 20234
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2020Q3 20214
SRS Capital Advisors, Inc. 210.00%0.07%0.27%Q4 2021Q3 20234
SENTINEL TRUST CO LBA 310.33%0.69%1.04%Q1 2020Q3 20214
Blue Sky Asset Management, LLC 440.08%0.40%0.73%Q2 2017Q1 20184
Laurel Wealth Advisors, Inc. 440.06%0.08%0.11%Q2 2018Q1 20194
Stifel Trust Company, N.A. 440.00%0.00%0.00%Q2 2013Q1 20144
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2020Q3 20214
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Quantum Capital Management, LLC / NJ 440.28%0.30%0.31%Q4 2017Q3 20184
Sterling Financial Planning, Inc. 440.02%0.02%0.03%Q4 2020Q3 20214
Providence Capital Advisors, LLC 210.00%0.01%0.02%Q1 2019Q3 20224
DUBUQUE BANK & TRUST CO 440.00%0.01%0.02%Q2 2018Q1 20194
Venturi Wealth Management, LLC 440.89%0.94%1.01%Q4 2015Q3 20164
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.02%0.03%Q2 2017Q3 20184
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q2 20224
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.02%0.06%Q4 2019Q1 20234
TWO SIGMA SECURITIES, LLC 310.01%0.01%0.01%Q1 2020Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Chicago Partners Investment Group LLC 310.00%0.00%0.01%Q3 2017Q4 20224
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Newbridge Financial Services Group, Inc. 220.00%0.01%0.02%Q3 2020Q3 20214
AlphaCentric Advisors LLC 440.06%0.07%0.08%Q4 2020Q3 20214
Life Planning Partners, Inc 443.09%3.41%3.53%Q4 2021Q3 20224
TCI Wealth Advisors, Inc. 210.00%0.00%0.01%Q1 2014Q4 20214
ASSOCIATED BANC-CORP 440.22%0.24%0.28%Q1 2020Q4 20204
PACIFIC FINANCIAL GROUP INC 440.55%0.59%0.63%Q1 2019Q4 20194
F3Logic, LLC 440.09%0.28%0.38%Q1 2018Q4 20184
Covestor Ltd 440.39%0.41%0.42%Q1 2022Q4 20224
Farther Finance Advisors, LLC 440.00%0.01%0.06%Q4 2022Q3 20234
Mosaic Financial Partners, Inc. 440.13%0.15%0.17%Q3 2017Q2 20184
FutureAdvisor, Inc. 444.23%4.73%4.99%Q4 2014Q3 20154
Nuveen Asset Management, LLC 330.00%0.00%0.00%Q1 2020Q3 20204
BBJS FINANCIAL ADVISORS, LLC 443.19%3.35%3.57%Q4 2022Q3 20234
Financial Alternatives, Inc 442.63%2.72%2.78%Q4 2022Q3 20234
RIVER GLOBAL INVESTORS LLP 440.53%0.69%0.82%Q1 2017Q4 20174
Atlas Private Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Enterprise Trust & Investment Co 440.18%0.32%0.50%Q3 2021Q2 20224
Spectrum Management Group, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q1 20234
NORTHCAPE WEALTH MANAGEMENT, LLC 440.73%0.84%0.93%Q4 2021Q3 20224
ADE, LLC 440.01%0.05%0.17%Q4 2020Q3 20214
RFP Financial Group LLC 440.03%0.05%0.09%Q4 2022Q3 20234
Sand Hill Global Advisors, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
PAX Financial Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Financial Engines Advisors L.L.C. 440.00%0.00%0.01%Q3 2022Q2 20234
Corient Private Wealth LLC 440.04%0.06%0.09%Q4 2022Q3 20234
Apriem Advisors 210.00%0.00%0.01%Q4 2014Q4 20164
Integris Wealth Management, LLC 440.35%2.05%2.69%Q4 2022Q3 20234
SeaBridge Investment Advisors LLC 440.00%0.00%0.00%Q2 2013Q1 20144
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 440.03%0.04%0.07%Q4 2013Q3 20144
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Greenspring Advisors, LLC 440.07%0.09%0.11%Q2 2022Q1 20234
Berman Capital Advisors, LLC 310.00%0.01%0.01%Q4 2018Q2 20214
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.01%Q3 2018Q3 20234
AlphaQ Advisors LLC 330.24%0.30%0.38%Q4 2022Q2 20233
KINGS POINT CAPITAL MANAGEMENT 110.00%0.01%0.01%Q4 2017Q4 20213
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 330.71%0.89%1.05%Q1 2017Q3 20173
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
Delphi Private Advisors LLC 110.02%0.06%0.13%Q4 2016Q2 20193
PANAGORA ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2017Q4 20173
MKD WEALTH COACHES, LLC 330.13%0.16%0.19%Q4 2018Q2 20193
State of Wisconsin - Board of Commissioners of Public Lands 332.32%2.46%2.71%Q1 2023Q3 20233
Goelzer Investment Management, Inc. 110.04%0.04%0.04%Q1 2013Q2 20143
Orion Portfolio Solutions, LLC 330.00%0.02%0.04%Q4 2019Q2 20203
WealthShield Partners, LLC 110.00%0.01%0.02%Q3 2018Q1 20213
Mascoma Wealth Management LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Verition Fund Management LLC 110.02%0.03%0.05%Q4 2013Q2 20203
Ackerman Capital Advisors, LLC 330.02%0.89%1.71%Q2 2019Q4 20193
MainStreet Investment Advisors LLC 330.05%0.05%0.06%Q1 2018Q3 20183
CYPRESS FINANCIAL PLANNING LLC 330.33%0.34%0.36%Q2 2022Q4 20223
North Ridge Wealth Advisors, Inc. 330.80%0.82%0.84%Q1 2023Q3 20233
Drystone LLC 336.13%6.56%6.83%Q4 2021Q2 20223
Intercontinental Wealth Advisors, LLC 330.08%0.09%0.10%Q4 2022Q2 20233
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.01%Q2 2018Q4 20213
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
Rafferty Asset Management, LLC 330.06%0.06%0.07%Q2 2013Q4 20133
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q1 2014Q1 20203
Mystic Asset Management, Inc. 330.13%0.13%0.13%Q4 2021Q2 20223
WILMINGTON TRUST CO 330.01%0.01%0.01%Q4 2013Q2 20143
Advisors Preferred, LLC 210.01%0.05%0.09%Q2 2014Q3 20163
Rainsberger Wealth Advisors, Inc. 330.44%0.51%0.61%Q4 2021Q2 20223
Perennial Advisors, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
WP Advisors, LLC 210.07%0.08%0.09%Q2 2018Q1 20193
Integrated Advisors Network LLC 330.02%0.02%0.03%Q1 2023Q3 20233
EverSource Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
IBERIABANK CORP 330.03%0.04%0.05%Q3 2018Q1 20193
Lattice Strategies LLC 330.22%0.57%1.26%Q2 2013Q4 20133
BECKER CAPITAL MANAGEMENT INC 330.04%0.06%0.07%Q1 2023Q3 20233
ALPINE WOODS CAPITAL INVESTORS, LLC 330.07%0.09%0.10%Q1 2020Q3 20203
Raab & Moskowitz Asset Management LLC 110.00%0.02%0.02%Q4 2014Q4 20193
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Graypoint LLC 330.04%0.08%0.11%Q1 2020Q3 20203
Strengthening Families & Communities, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Dynamic Technology Lab Private Ltd 210.02%0.02%0.03%Q4 2021Q1 20233
Eudaimonia Partners, LLC 330.02%0.46%0.72%Q3 2020Q1 20213
USA FINANCIAL FORMULAS 210.00%0.03%0.04%Q1 2018Q4 20183
Sequoia Financial Advisors, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
O'Brien Wealth Partners LLC 330.05%0.05%0.06%Q1 2018Q3 20183
New Republic Capital, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.02%0.02%0.03%Q1 2020Q3 20203
Better Money Decisions, LLC 210.02%0.03%0.03%Q2 2021Q2 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q2 2017Q4 20173
Trilogy Capital Inc. 330.00%0.00%0.01%Q1 2018Q3 20183
Activest Wealth Management 330.00%0.29%0.87%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Empower Advisory Group, LLC 332.26%2.30%2.34%Q1 2023Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q2 2022Q3 20233
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2021Q3 20223
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Sabal Trust CO 330.12%0.12%0.13%Q3 2020Q1 20213
ROBERTSON STEPHENS ADVISORS LLC 210.19%0.27%0.34%Q4 2016Q3 20173
1834 INVESTMENT ADVISORS CO 330.01%0.01%0.01%Q4 2017Q2 20183
ZRC WEALTH MANAGEMENT, LLC 330.16%0.17%0.18%Q1 2023Q3 20233
Truvestments Capital LLC 210.00%0.06%0.18%Q1 2020Q2 20233
Wealthstream Advisors, Inc. 330.20%0.21%0.21%Q4 2021Q2 20223
Optas, LLC 330.06%0.06%0.06%Q1 2021Q3 20213
NewSquare Capital LLC 330.08%0.09%0.11%Q4 2014Q2 20153
Strategic Wealth Partners, Ltd. 330.00%0.00%0.00%Q1 2019Q3 20193
Retirement Planning Co of New England, Inc. 330.13%0.14%0.15%Q4 2021Q2 20223
Avantax Planning Partners, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
BHF Kleinwort Benson Group S.A. 210.01%0.02%0.03%Q1 2015Q4 20153
HHG & Company, LLC 330.44%0.45%0.47%Q4 2013Q2 20143
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
BB&T INVESTMENT SERVICES, INC. 330.01%0.02%0.03%Q2 2017Q4 20173
WEBSTER BANK, N. A. 210.00%0.01%0.01%Q4 2016Q3 20233
FIFTH THIRD SECURITIES, INC. 330.11%0.12%0.12%Q2 2022Q4 20223
SCHRODERS IS Ltd 211.36%1.50%1.64%Q1 2017Q4 20173
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q2 2017Q2 20183
MCF Advisors LLC 110.00%0.00%0.00%Q2 2021Q3 20233
Strid Group, LLC 330.14%0.17%0.22%Q4 2015Q2 20163
ASPIRIANT HOLDINGS S3, LLC 330.24%0.28%0.30%Q2 2015Q4 20153
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.20%0.48%0.63%Q4 2021Q2 20223
Jane Street Holding, LLC 330.03%0.10%0.16%Q2 2013Q4 20133
Quantitative Advantage, LLC 210.42%0.44%0.47%Q3 2014Q2 20153
CASTLE WEALTH MANAGEMENT LLC 220.05%0.05%0.05%Q2 2022Q3 20222
IMA Wealth, Inc. 110.00%0.07%0.14%Q1 2016Q2 20182
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20192
Apollon Wealth Management, LLC 110.01%0.50%1.00%Q4 2018Q2 20202
Clear Perspective Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
True Link Financial Advisors, LLC 220.00%0.01%0.02%Q4 2020Q1 20212
Chandler Asset Management, Inc. 221.62%1.64%1.65%Q2 2023Q3 20232
Prospera Financial Services Inc 110.00%0.02%0.04%Q2 2019Q1 20222
COMERICA SECURITIES,INC. 220.16%0.16%0.16%Q1 2019Q2 20192
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 110.06%0.32%0.58%Q1 2018Q4 20222
Fortis Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Convergent Wealth Advisors 220.17%0.19%0.21%Q3 2013Q4 20132
Cornerstone Management, Inc. 220.20%0.20%0.21%Q1 2018Q2 20182
Spotlight Asset Group, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Spartan Planning & Wealth Management 110.00%0.00%0.00%Q4 2022Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2018Q2 20182
SECURITY NATIONAL TRUST CO 220.04%0.04%0.04%Q1 2015Q2 20152
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INTEGRATED WEALTH COUNSEL, LLC 220.03%0.03%0.03%Q3 2016Q4 20162
B. Riley Wealth Advisors, Inc. 110.01%0.02%0.04%Q2 2013Q2 20232
Concert Wealth Management Inc. 220.04%0.04%0.04%Q1 2014Q2 20142
Castleview Partners, LLC 110.25%0.53%0.82%Q2 2021Q4 20212
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q2 20212
Cooper Financial Group 220.09%0.09%0.10%Q2 2023Q3 20232
Haverford Trust Co 220.01%0.01%0.01%Q1 2018Q2 20182
BIP Wealth, LLC 220.02%0.03%0.04%Q1 2023Q2 20232
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q1 2021Q3 20232
StoneX Group Inc. 220.03%0.03%0.04%Q2 2021Q3 20212
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Ahrens Investment Partners LLC 220.09%0.21%0.33%Q4 2022Q1 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Madden Advisory Services, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.01%Q4 2015Q1 20162
STANCORP INVESTMENT ADVISERS INC 220.04%0.04%0.04%Q4 2014Q1 20152
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q3 20222
STEPHENS INC /AR/ 220.01%0.01%0.01%Q2 2018Q3 20182
Bank Julius Baer & Co. Ltd, Zurich 220.10%0.10%0.10%Q2 2023Q3 20232
SWAN Capital LLC 110.64%0.73%0.81%Q1 2023Q3 20232
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q2 20212
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
CABOT WEALTH MANAGEMENT INC 220.12%0.14%0.16%Q2 2013Q3 20132
Diversified Trust Co 220.02%0.02%0.02%Q1 2023Q2 20232
VECTOR WEALTH MANAGEMENT, LLC 220.19%0.19%0.19%Q4 2014Q1 20152
IHT Wealth Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Greytown Advisors Inc. 221.11%1.19%1.27%Q3 2017Q4 20172
Hoxton Planning & Management, LLC 220.17%0.20%0.24%Q4 2022Q1 20232
Tarbox Family Office, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
VIRGINIA RETIREMENT SYSTEMS ET AL 110.01%0.02%0.03%Q2 2020Q2 20212
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.01%Q2 2022Q4 20232
Manchester Capital Management LLC 110.00%0.11%0.22%Q4 2015Q2 20202
MAI Capital Management 110.01%0.01%0.01%Q4 2019Q2 20202
Grove Bank & Trust 220.00%0.00%0.00%Q2 2017Q3 20172
Merit Financial Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
InterOcean Capital, LLC 220.10%0.10%0.11%Q3 2014Q4 20142
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
JARISLOWSKY, FRASER Ltd 220.00%0.00%0.00%Q4 2018Q1 20192
Ridgewood Investments LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
WEST PACES ADVISORS INC. 220.02%0.02%0.03%Q3 2019Q4 20192
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2019Q3 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 220.48%0.57%0.66%Q1 2020Q2 20202
Tradewinds Capital Management, LLC 110.00%0.00%0.01%Q3 2016Q4 20172
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Advantage, Inc. 110.00%0.00%0.01%Q4 2013Q2 20202
Pinnacle Wealth Management Advisory Group, LLC 220.20%0.20%0.20%Q4 2014Q1 20152
Morling Financial Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
SOLARIS ASSET MANAGEMENT LLC 220.01%0.16%0.30%Q3 2017Q4 20172
Cherry Tree Wealth Management, LLC 220.14%0.15%0.16%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2019Q4 20192
First Allied Asset Management, Inc. 220.52%0.54%0.57%Q2 2014Q3 20142
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20222
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
FLAGSTAR ADVISORS INC 110.00%0.02%0.04%Q3 2021Q3 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
WestHill Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Vanguard Personalized Indexing Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
HARVEST CAPITAL MANAGEMENT INC 220.14%0.14%0.15%Q2 2018Q3 20182
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q4 20202
Stevard, LLC 228.24%8.35%8.46%Q4 2019Q1 20202
TimeScale Financial, Inc. 110.00%0.00%0.00%Q4 2021Q1 20232
Standard Family Office LLC 110.05%0.05%0.06%Q1 2022Q3 20222
Rehmann Capital Advisory Group 220.00%0.19%0.37%Q2 2019Q3 20192
Latigo Investments, LLC 222.85%2.86%2.86%Q4 2021Q1 20222
Belvedere Trading LLC 220.03%0.06%0.09%Q2 2021Q3 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2019Q1 20202
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
BEACON TRUST CO 220.04%0.04%0.04%Q4 2014Q1 20152
Brouwer & Janachowski, LLC 110.01%0.02%0.04%Q1 2014Q2 20152
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
FDx Advisors, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
BOSTON FAMILY OFFICE LLC 220.03%0.03%0.03%Q1 2017Q2 20172
Virtu Financial LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Financial Gravity Companies, Inc. 110.04%0.04%0.04%Q1 2018Q4 20182
MARSHALL WACE, LLP 110.00%0.01%0.01%Q2 2018Q1 20202
Aaron Wealth Advisors LLC 110.02%0.06%0.09%Q4 2020Q1 20222
OPPENHEIMER ASSET MANAGEMENT INC. 220.00%0.00%0.00%Q2 2017Q3 20172
MD Financial Management Inc. 110.59%0.89%1.19%Q2 2019Q4 20192
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2017Q3 20182
INTREPID CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q4 2019Q4 20191
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
ASSET PLANNING CORPORATION 110.19%0.19%0.19%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2014Q3 20141
Vivaldi Capital Management LP 110.06%0.06%0.06%Q1 2020Q1 20201
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Platte River Wealth Advisors, LLC 111.08%1.08%1.08%Q4 2019Q4 20191
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
SHAPIRO ROBERT N 110.01%0.01%0.01%Q3 2013Q3 20131
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JCIC Asset Management Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAM Advisory, LLC 111.65%1.65%1.65%Q2 2021Q2 20211
Connecticut Wealth Management, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
First Citizens Asset Management, Inc. 110.26%0.26%0.26%Q1 2023Q1 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Windsor Creek Advisors, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
WealthOne, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.48%0.48%0.48%Q4 2019Q4 20191
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
CLEARY GULL INC. 110.11%0.11%0.11%Q1 2015Q1 20151
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Exeter Financial, LLC 110.33%0.33%0.33%Q4 2017Q4 20171
Placemark Investments, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Eukles Asset Management 110.01%0.01%0.01%Q2 2019Q2 20191
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
McCarthy Grittinger Financial Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Weil Company, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
Thrive Capital Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Inscription Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.02%0.02%0.02%Q1 2023Q1 20231
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Crow Point Partners, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Counsel Portfolio Services Inc. 110.09%0.09%0.09%Q2 2016Q2 20161
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2015Q3 20151
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Antonetti Capital Management LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Heritage Wealth Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Clear Creek Financial Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SageView Advisory Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Stanford Investment Group, Inc. 110.06%0.06%0.06%Q4 2014Q4 20141
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lansing Street Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Sandy Cove Advisors, LLC 110.37%0.37%0.37%Q1 2023Q1 20231
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.11%0.11%0.11%Q2 2013Q2 20131
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ACG Wealth 110.08%0.08%0.08%Q3 2015Q3 20151
Goodwin Investment Advisory 110.00%0.00%0.00%Q3 2021Q3 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Verity Asset Management, Inc. 110.24%0.24%0.24%Q2 2019Q2 20191
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Mill Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HIGHLAND CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
STATE STREET CORP 110.00%0.00%0.00%Q4 2016Q4 20161
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LifePlan Financial Group, Inc 110.01%0.01%0.01%Q3 2019Q3 20191
Lebenthal Global Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Epstein & White Financial LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Gryphon Financial Partners LLC 110.08%0.08%0.08%Q4 2018Q4 20181
NORTHSTAR ASSET MANAGEMENT INC 110.08%0.08%0.08%Q2 2021Q2 20211
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
SG Americas Securities, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Private Capital Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ARES MANAGEMENT LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Leelyn Smith, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TRUE Private Wealth Advisors 110.12%0.12%0.12%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q2 2021Q2 20211
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Meridian Wealth Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Virtue Capital Management, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Graticule Asia Macro Advisors LLC 110.43%0.43%0.43%Q1 2019Q1 20191
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Versant Capital Management, Inc 110.02%0.02%0.02%Q1 2019Q1 20191
Shamrock Asset Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Apella Capital, LLC 110.05%0.05%0.05%Q4 2023Q4 20231
Faithward Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
VitalStone Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
QUATTRO FINANCIAL ADVISORS LLC 110.12%0.12%0.12%Q3 2017Q3 20171
FIRST MERCHANTS CORP 110.07%0.07%0.07%Q3 2017Q3 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Clark Capital Management Group, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Silicon Valley Capital Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Torch Wealth Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
SteelBridge Private Wealth Advisors LLC 111.99%1.99%1.99%Q1 2018Q1 20181
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Align Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
WADE G W & INC 110.01%0.01%0.01%Q1 2022Q1 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
DT Investment Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Legacy Advisors, LLC 110.18%0.18%0.18%Q1 2018Q1 20181
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Covenant Multifamily Offices, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Compass Ion Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aprio Wealth Management, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Landsberg, Bennett, & Dubbaneh LLC 110.76%0.76%0.76%Q4 2018Q4 20181
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
VALENTINE VENTURES LLC 110.98%0.98%0.98%Q4 2015Q4 20151
FIDUCIARY TRUST INTERNATIONAL LLC 110.30%0.30%0.30%Q4 2018Q4 20181
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2016Q4 20161
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q1 2014Q1 20141
TCG Advisors, LP 110.01%0.01%0.01%Q2 2019Q2 20191
SITTNER & NELSON, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
GREENWOOD CAPITAL ASSOCIATES LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
REFRAME WEALTH, LLC 110.69%0.69%0.69%Q4 2022Q4 20221
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Newport Capital Group, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Perpetual Ltd 110.17%0.17%0.17%Q1 2020Q1 20201
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
GREENLEAF TRUST 110.01%0.01%0.01%Q1 2023Q1 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Permit Capital Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Financial Insights, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Winch Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Genesee Capital Advisors, LLC 111.65%1.65%1.65%Q2 2021Q2 20211
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Dynamic Advisor Solutions LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RITTER DANIHER FINANCIAL ADVISORY LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MGO ONE SEVEN LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Johnson & White Wealth Management, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Cordant, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Alpine Global Management, LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Essex Financial Services, Inc. 110.06%0.06%0.06%Q2 2015Q2 20151
Spectrum Financial Alliance Ltd LLC 110.01%0.01%0.01%Q1 2018Q1 20181
BANK OF THE WEST 110.16%0.16%0.16%Q4 2022Q4 20221
Crabel Capital Management, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Palisades Hudson Asset Management, L.P. 110.09%0.09%0.09%Q2 2021Q2 20211
CoreFirst Bank & Trust 110.03%0.03%0.03%Q4 2022Q4 20221
Strategic Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Athanor Capital, LP 110.14%0.14%0.14%Q1 2020Q1 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q3 2017Q3 20171
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Osbon Capital Management LLC 113.77%3.77%3.77%Q2 2019Q2 20191
Column Capital Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
External links

This page lists all the filers that currently own VANGUARD INTL EQUITY INDEX F or have owned VANGUARD INTL EQUITY INDEX F in the past.