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 1510.00%0.00%0.02%Q2 2013Q3 202362
MUFG Americas Holdings Corp 48480.01%0.03%0.09%Q4 2010Q3 202248
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202347
Cutler Group LLC / CA 1610.00%0.00%0.01%Q1 2016Q3 202346
Tortoise Investment Management, LLC 44440.84%1.12%1.43%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.09%0.51%1.11%Q4 2012Q3 202344
COMMERCE BANK 43430.06%0.39%0.90%Q1 2013Q3 202343
CENTRAL TRUST Co 42420.00%0.01%0.04%Q2 2013Q3 202342
CONNORS INVESTOR SERVICES INC 42420.25%0.33%0.45%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.04%0.12%0.31%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.90%1.78%Q2 2013Q3 202342
EXENCIAL WEALTH ADVISORS, LLC 3390.12%0.45%1.67%Q1 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.02%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.09%0.25%0.72%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.03%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.05%0.18%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.04%1.08%2.67%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.11%1.15%2.02%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.16%0.78%1.42%Q2 2013Q3 202342
Savant Capital, LLC 42420.03%0.29%1.32%Q2 2013Q3 202342
Windham Capital Management, LLC 42420.42%3.64%8.19%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.07%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.04%0.10%Q2 2013Q3 202342
Carlson Capital Management 42420.09%0.65%2.14%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42420.12%0.15%0.21%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
Regal Investment Advisors LLC 42420.01%0.30%1.82%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.00%Q2 2013Q3 202341
SouthState Corp 41410.04%0.09%0.13%Q3 2013Q3 202341
Haverford Trust Co 4010.04%0.77%1.10%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202341
Creative Planning 3380.00%0.02%0.05%Q2 2013Q3 202341
JPMORGAN CHASE & CO 41410.00%0.00%0.00%Q3 2013Q3 202341
ASSETMARK, INC 41410.31%0.53%1.16%Q3 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.06%0.42%0.91%Q2 2013Q3 202341
Checchi Capital Advisers, LLC 40400.18%0.48%1.12%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 3460.00%0.00%0.02%Q2 2013Q3 202340
FIFTH THIRD BANCORP 3640.00%0.00%0.01%Q2 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3910.01%0.12%0.20%Q2 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 40400.01%0.04%0.12%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.55%0.90%1.94%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.05%1.56%3.93%Q2 2013Q4 202340
BESSEMER GROUP INC 3630.05%0.24%1.05%Q2 2013Q3 202339
HIGHLAND CAPITAL MANAGEMENT, LLC 39390.02%0.04%0.09%Q1 2014Q3 202339
BRIGHTON JONES LLC 26130.02%0.15%0.40%Q4 2013Q3 202339
WBH ADVISORY INC 2230.03%0.09%0.20%Q2 2013Q3 202339
DUNCKER STREETT & CO INC 39390.07%0.18%0.31%Q1 2014Q3 202339
Texas Yale Capital Corp. 39390.06%0.24%0.37%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.04%0.08%Q2 2013Q4 202239
Portland Global Advisors LLC 38380.40%1.54%2.06%Q2 2014Q3 202338
Advisory Services Network, LLC 27110.03%0.09%0.26%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.01%0.13%0.33%Q2 2013Q3 202238
CONGRESS ASSET MANAGEMENT CO /MA 3260.03%0.11%0.41%Q1 2014Q3 202338
INTERACTIVE FINANCIAL ADVISORS, INC. 37370.00%0.00%0.00%Q2 2013Q2 202237
Personal Capital Advisors Corp 37371.28%1.94%2.49%Q4 2013Q4 202237
Covington Capital Management 3070.02%0.07%0.19%Q2 2013Q3 202237
STIFEL FINANCIAL CORP 37370.00%0.04%0.07%Q3 2014Q3 202337
REGENTATLANTIC CAPITAL LLC 36360.01%0.09%0.35%Q4 2013Q3 202236
MOLLER WEALTH PARTNERS 2710.22%3.03%9.85%Q2 2013Q3 202336
Boston Standard Wealth Management, LLC 22140.18%0.93%1.61%Q4 2014Q4 202336
Chicago Partners Investment Group LLC 36360.01%0.07%0.30%Q4 2014Q3 202336
FRANKLIN RESOURCES INC 36360.00%0.00%0.01%Q4 2014Q3 202336
OPPENHEIMER & CO INC 36360.02%0.05%0.08%Q4 2014Q3 202336
Janney Montgomery Scott LLC 2880.01%0.07%0.14%Q1 2014Q3 202336
Family Firm, Inc. 36360.80%1.10%1.35%Q4 2014Q3 202336
UBS Group AG 36360.02%0.02%0.02%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.34%0.53%0.89%Q4 2014Q3 202336
First Horizon Advisors, Inc. 36360.00%0.42%0.71%Q4 2014Q3 202336
Voya Financial Advisors, Inc. 35350.04%0.29%0.69%Q1 2015Q3 202335
KEYBANK NATIONAL ASSOCIATION/OH 35350.00%0.00%0.01%Q1 2015Q3 202335
Clark Capital Management Group, Inc. 2410.02%0.15%0.79%Q2 2014Q3 202334
Charles Schwab Investment Advisory, Inc. 3310.01%0.20%0.36%Q4 2014Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.03%Q2 2015Q3 202334
WHITTIER TRUST CO OF NEVADA INC 34340.00%0.04%0.07%Q1 2014Q2 202234
MISSION WEALTH MANAGEMENT, LP 34340.08%0.21%0.62%Q2 2015Q3 202334
Franklin, Parlapiano, Turner & Welch, LLC 3040.08%0.63%3.17%Q4 2012Q3 202334
Alexandria Capital, LLC 34340.27%1.19%3.14%Q2 2013Q3 202134
RAYMOND JAMES & ASSOCIATES 34340.00%0.01%0.02%Q2 2015Q3 202334
Bank of New York Mellon Corp 34340.00%0.00%0.01%Q2 2015Q3 202334
ARGI Investment Services, LLC 34340.87%1.42%1.97%Q3 2014Q4 202234
Barrett Asset Management, LLC 3210.01%0.02%0.22%Q2 2013Q1 202233
Cetera Advisors LLC 33330.03%0.06%0.13%Q3 2015Q3 202333
GLENMEDE TRUST CO NA 2010.00%0.00%0.01%Q2 2013Q3 202333
SOL Capital Management CO 33330.09%0.29%0.40%Q3 2015Q3 202333
Johnson Financial Group, Inc. 3030.00%0.06%0.63%Q1 2015Q3 202333
GOLDMAN SACHS GROUP INC 2410.00%0.00%0.01%Q1 2012Q3 202332
Colorado Capital Management, Inc. 32321.88%3.56%5.23%Q4 2015Q3 202332
Klingman & Associates, LLC 2480.02%0.09%0.26%Q4 2014Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.08%0.49%1.09%Q4 2015Q3 202332
ELM ADVISORS, LLC 2930.19%0.45%0.74%Q1 2014Q1 202232
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Gemmer Asset Management LLC 32320.00%0.02%0.08%Q2 2014Q1 202232
North Star Investment Management Corp. 16160.00%0.00%0.00%Q2 2015Q2 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.04%0.18%Q4 2013Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 1910.00%0.01%0.08%Q4 2014Q3 202331
Asset Dedication, LLC 2650.00%0.07%0.15%Q4 2015Q3 202331
JONES FINANCIAL COMPANIES LLLP 31310.00%1.49%3.92%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.03%Q1 2016Q3 202331
B. Riley Wealth Advisors, Inc. 2810.00%0.03%0.09%Q2 2014Q3 202331
Ancora Advisors LLC 1610.00%0.03%0.41%Q2 2013Q3 202331
Private Advisor Group, LLC 1710.00%0.03%0.09%Q3 2014Q3 202331
Cornerstone Advisors, Inc. 30300.09%1.80%3.61%Q2 2013Q3 202030
NORTHERN TRUST CORP 2610.00%0.00%0.00%Q4 2014Q3 202330
NWAM LLC 30300.03%0.17%0.30%Q1 2016Q2 202330
Drexel Morgan & Co. 2370.08%0.37%0.93%Q2 2013Q2 202130
INVESTMENT PARTNERS, LTD. 30300.24%0.91%1.43%Q2 2016Q3 202330
Dorsey & Whitney Trust CO LLC 29290.05%0.10%0.15%Q3 2016Q3 202329
Symmetry Partners, LLC 29291.57%3.12%5.46%Q4 2016Q4 202329
SVA Wealth Management, LLC 29290.06%0.20%0.54%Q4 2013Q4 202029
St. Louis Trust Co 29290.20%0.47%0.85%Q3 2016Q3 202329
BAHL & GAYNOR INC 16120.00%0.00%0.01%Q1 2016Q1 202328
Fusion Family Wealth LLC 28280.84%5.04%6.75%Q4 2016Q3 202328
Evanson Asset Management, LLC 1620.02%0.14%0.28%Q4 2015Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.17%1.44%3.84%Q4 2016Q3 202328
GFS Advisors, LLC 28280.14%0.37%0.54%Q4 2016Q3 202328
FDx Advisors, Inc. 28280.07%0.36%0.82%Q4 2016Q3 202328
HUNTINGTON NATIONAL BANK 1310.00%0.00%0.00%Q4 2010Q3 202328
REGIONS FINANCIAL CORP 28280.00%0.00%0.01%Q4 2016Q3 202328
JANE STREET GROUP, LLC 610.00%0.04%0.15%Q1 2014Q3 202328
Liberty Capital Management, Inc. 1210.01%0.14%0.22%Q3 2013Q3 202328
ASSOCIATED BANC-CORP 2610.01%0.10%0.17%Q1 2014Q4 202128
Parallel Advisors, LLC 28280.01%0.16%0.46%Q4 2016Q3 202328
Advisory Alpha, LLC 2070.00%3.26%6.58%Q4 2013Q3 202027
TWIN FOCUS CAPITAL PARTNERS, LLC 27270.74%1.55%2.55%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.06%Q2 2013Q4 201927
Kohmann Bosshard Financial Services, LLC 2520.22%0.78%2.05%Q4 2016Q3 202327
BLB&B Advisors, LLC 27270.03%0.08%0.16%Q2 2013Q4 201927
First Allied Advisory Services, Inc. 2610.02%0.11%0.22%Q2 2013Q3 202027
CAPITAL ADVISORS INC/OK 27270.02%0.15%0.31%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.00%0.01%Q4 2016Q3 202327
BALDWIN BROTHERS LLC/MA 27270.01%0.02%0.03%Q2 2017Q4 202327
CONDOR CAPITAL MANAGEMENT 27270.25%0.36%0.50%Q2 2013Q4 201927
CAPTRUST FINANCIAL ADVISORS 2310.00%0.07%1.59%Q3 2013Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 26260.02%0.07%0.10%Q4 2016Q1 202326
HighTower Advisors, LLC 1410.00%0.02%0.05%Q2 2014Q3 202326
Parkside Financial Bank & Trust 26260.01%0.02%0.03%Q2 2017Q3 202326
Baker Ellis Asset Management LLC 26260.03%0.23%0.71%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.06%0.12%Q2 2017Q3 202326
Perkins Coie Trust Co 26260.00%0.01%0.01%Q4 2016Q1 202326
NewSquare Capital LLC 2240.00%0.10%0.26%Q3 2014Q3 202326
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
Cedar Wealth Management, LLC 25250.00%0.15%0.37%Q4 2015Q4 202125
DAVENPORT & Co LLC 25250.01%0.03%0.06%Q3 2017Q3 202325
FACTORY MUTUAL INSURANCE CO 25250.42%0.48%0.59%Q2 2013Q2 201925
Cornerstone Wealth Management, LLC 2230.05%0.16%0.24%Q2 2017Q3 202325
J.P. Morgan Private Wealth Advisors LLC 1210.00%0.01%0.03%Q3 2013Q3 202325
Merriman Wealth Management, LLC 1610.04%0.37%2.91%Q3 2013Q3 202325
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1590.15%0.36%0.57%Q2 2013Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.00%0.00%Q3 2017Q3 202324
PrairieView Partners, LLC 24242.46%2.80%3.03%Q4 2017Q3 202324
Ironwood Financial, llc 1420.00%0.03%0.28%Q4 2014Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.01%0.02%0.03%Q4 2017Q3 202324
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2310.00%0.01%0.06%Q4 2014Q3 202324
Armbruster Capital Management, Inc. 1710.05%0.17%0.38%Q4 2015Q2 202324
FIRST NATIONAL TRUST CO 24240.02%0.21%0.37%Q4 2017Q3 202324
WELCH & FORBES LLC 24240.02%0.04%0.11%Q4 2017Q3 202324
PDS Planning, Inc 24240.30%0.95%1.63%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.22%Q4 2017Q3 202324
Trilogy Capital Inc. 24240.13%1.27%2.42%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.25%0.37%0.51%Q4 2017Q3 202324
Choate Investment Advisors 2110.00%0.35%1.86%Q2 2013Q2 202124
BOK Financial Private Wealth, Inc. 24240.03%0.30%0.53%Q2 2013Q1 201924
Larson Financial Group LLC 24240.12%0.76%3.91%Q4 2017Q3 202324
LEAVELL INVESTMENT MANAGEMENT, INC. 1410.02%0.12%0.24%Q2 2010Q1 201924
Johnson Financial Group, LLC 1440.04%0.18%1.69%Q1 2017Q3 202323
FMR LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.43%1.13%1.86%Q1 2018Q3 202323
MOTCO 23230.00%0.00%0.01%Q1 2018Q3 202323
VANGUARD GROUP INC 1940.00%0.00%0.01%Q1 2015Q3 202123
Evercore Wealth Management, LLC 1520.00%0.01%0.01%Q2 2013Q3 202323
NEXT Financial Group, Inc 750.00%0.01%0.02%Q3 2014Q4 202123
Brand Asset Management Group, Inc. 22220.12%0.23%0.41%Q2 2018Q3 202322
TD Capital Management LLC 1130.00%1.19%3.42%Q2 2013Q3 202322
LODESTAR INVESTMENT COUNSEL LLC/IL 22220.02%0.04%0.08%Q1 2014Q2 201922
Lourd Capital, LLC 1930.02%0.07%0.38%Q2 2013Q2 201922
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2010.04%0.89%1.28%Q1 2017Q3 202322
Capital Investment Advisors, LLC 1840.01%0.01%0.02%Q1 2018Q4 202322
MADISON INVESTMENT HOLDINGS INC 22220.01%0.08%0.71%Q2 2013Q3 201822
Fiera Capital Corp 1390.00%0.02%0.11%Q1 2017Q3 202322
Columbus Macro, LLC 22220.47%0.81%1.39%Q2 2018Q3 202322
CWM, LLC 1310.00%0.00%0.00%Q3 2017Q3 202322
Arete Wealth Advisors, LLC 22220.02%0.57%1.85%Q3 2017Q4 202222
Hanson & Doremus Investment Management 22220.00%0.00%0.01%Q4 2016Q1 202222
SEI INVESTMENTS CO 22220.00%0.00%0.00%Q4 2014Q1 202022
Cassaday & Co Inc. 22220.01%2.69%18.05%Q4 2014Q1 202022
NATIXIS ADVISORS, L.P. 22220.07%0.67%1.11%Q2 2018Q3 202322
ZACKS INVESTMENT MANAGEMENT 1410.01%0.02%0.06%Q3 2016Q3 202221
Heritage Way Advisors, LLC 21210.71%1.18%1.92%Q4 2016Q4 202121
MCF Advisors LLC 1110.00%0.00%0.01%Q4 2016Q3 202321
Atria Investments, Inc 1620.01%0.06%0.14%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.02%0.04%Q3 2018Q3 202321
Financial Architects, Inc 1810.00%0.01%0.02%Q2 2014Q2 202021
STEPHENS INC /AR/ 1470.01%0.02%0.04%Q2 2015Q3 202221
Modera Wealth Management, LLC 1290.09%0.29%0.66%Q2 2013Q3 202321
FINANCIAL COUNSELORS INC 21210.01%0.02%0.04%Q3 2018Q3 202321
StrategIQ Financial Group, LLC 1830.04%0.57%1.33%Q4 2015Q2 202121
Sunesis Advisors, LLC 2010.90%1.41%2.28%Q2 2018Q3 202321
Harbour Capital Advisors, LLC 21210.38%0.63%1.00%Q4 2018Q4 202321
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.00%0.01%Q2 2017Q3 202320
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
First PREMIER Bank 20200.02%0.04%0.07%Q3 2017Q2 202220
Cedar Brook Financial Partners, LLC 20200.06%0.11%0.14%Q4 2018Q3 202320
Cetera Advisor Networks LLC 20200.01%0.02%0.06%Q4 2018Q3 202320
INTRUST BANK NA 20200.06%0.17%0.25%Q4 2018Q3 202320
GHP Investment Advisors, Inc. 20200.13%0.38%0.90%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.02%0.08%0.24%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.00%0.02%0.09%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.00%0.02%0.03%Q4 2018Q3 202320
MATHER GROUP, LLC. 20200.13%0.28%0.44%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.19%1.61%2.74%Q4 2016Q3 202120
Private Portfolio Partners LLC 20200.38%0.54%0.79%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.19%1.41%3.35%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.04%0.09%Q4 2018Q3 202320
Resource Planning Group 1460.19%0.33%0.45%Q3 2018Q3 202320
Capital Analysts, LLC 1220.00%0.12%0.67%Q2 2014Q3 202320
IndexIQ Advisors LLC 20200.01%0.96%2.44%Q2 2017Q1 202220
EVERGREEN CAPITAL MANAGEMENT LLC 20200.02%0.04%0.05%Q4 2018Q3 202320
One Day In July LLC 20200.57%1.60%3.72%Q4 2018Q3 202320
Opus Capital Group, LLC 20200.12%0.28%0.55%Q4 2018Q3 202320
TOCQUEVILLE ASSET MANAGEMENT L.P. 19190.01%0.01%0.02%Q1 2019Q3 202319
Summit Financial, LLC 1630.03%0.05%0.06%Q4 2018Q3 202319
Kovitz Investment Group Partners, LLC 19190.05%0.08%0.11%Q1 2019Q3 202319
UMB Bank, n.a. 19190.01%0.04%0.15%Q1 2019Q3 202319
Fortis Advisors, LLC 19190.00%0.02%0.07%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.23%0.40%0.72%Q1 2019Q3 202319
BARCLAYS PLC 1810.00%0.00%0.00%Q4 2017Q3 202319
Palisades Hudson Asset Management, L.P. 1540.18%0.43%0.55%Q3 2016Q3 202319
Integrated Wealth Concepts LLC 1270.01%0.04%0.22%Q2 2018Q3 202319
ROPES WEALTH ADVISORS LLC 1450.00%0.15%0.33%Q3 2017Q3 202319
Schoolcraft Capital LLC 19190.26%0.45%0.82%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19191.02%1.72%3.45%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CREATIVE FINANCIAL DESIGNS INC /ADV 1720.00%0.14%0.27%Q2 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.07%0.14%Q1 2019Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.02%0.04%0.06%Q2 2019Q3 202318
Ridgewood Investments LLC 820.06%0.16%0.19%Q1 2018Q2 202318
Wealthcare Advisory Partners LLC 1310.00%0.01%0.02%Q1 2017Q3 202318
Winslow, Evans & Crocker, Inc. 1350.00%0.01%0.03%Q4 2013Q2 201818
Commonwealth Equity Services, Inc 18180.09%0.25%0.42%Q2 2013Q3 201718
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1310.00%0.00%0.02%Q3 2018Q3 202318
Baystate Wealth Management LLC 1530.00%0.02%0.04%Q4 2017Q3 202318
Tillar-Wenstrup Advisors, LLC 18181.14%1.81%2.21%Q2 2014Q3 201818
Redwood Investment Management, LLC 640.59%0.90%1.23%Q4 2017Q3 202318
Renaissance Technologies 710.00%0.00%0.01%Q4 2017Q2 202318
TD Ameritrade Trust Co 18180.92%1.35%1.71%Q2 2013Q3 201718
Dai-ichi Life Insurance Company, Ltd 1440.01%0.06%0.10%Q1 2019Q3 202318
Independence Advisors, LLC 18180.99%1.91%2.79%Q2 2016Q3 202018
Keel Point, LLC 1440.03%0.67%2.88%Q4 2018Q3 202318
Bedel Financial Consulting, Inc. 1710.04%0.08%0.12%Q1 2018Q2 202318
Gradient Investments LLC 1310.00%0.00%0.00%Q4 2016Q3 202318
QS Investors, LLC 18180.77%1.11%2.00%Q2 2013Q3 201718
Pensionmark Financial Group, LLC 18180.05%0.10%0.14%Q4 2018Q1 202318
OLD MISSION CAPITAL LLC 310.02%0.31%1.14%Q1 2016Q3 202318
Veritable, L.P. 990.01%0.01%0.03%Q4 2013Q4 202218
Csenge Advisory Group 1710.03%0.08%0.19%Q3 2018Q3 202318
JANICZEK WEALTH MANAGEMENT, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
Asset Planning Services, Ltd. 18180.06%0.10%0.15%Q2 2015Q3 201918
Bartlett & Co. LLC 1610.00%0.00%0.01%Q3 2015Q4 202318
JOHNSON INVESTMENT COUNSEL INC 17170.00%0.01%0.01%Q3 2019Q3 202317
Bridgeworth, LLC 1410.06%0.18%0.29%Q4 2016Q2 202217
Elm Partners Management LLC 1430.03%0.99%3.13%Q4 2018Q3 202317
FORVIS Wealth Advisors, LLC 1070.04%0.13%0.25%Q3 2013Q3 202317
WASHINGTON TRUST BANK 1340.01%0.02%0.04%Q1 2014Q3 201817
IFG Advisors, LLC 17171.96%2.66%3.53%Q3 2019Q3 202317
MD Financial Management Inc. 17172.54%4.41%5.86%Q4 2017Q4 202117
ALLIANCEBERNSTEIN L.P. 1340.00%0.01%0.01%Q2 2014Q3 202317
Black Diamond Financial, LLC 1520.06%0.32%0.86%Q4 2018Q2 202317
Anchor Investment Management, LLC 1340.00%0.02%0.05%Q1 2016Q4 202317
NAPLES GLOBAL ADVISORS, LLC 710.04%0.08%0.14%Q4 2013Q3 202317
Baldrige Asset Management LLC 17170.33%0.53%1.10%Q1 2019Q1 202317
Valeo Financial Advisors, LLC 1510.00%0.01%0.02%Q3 2017Q3 202317
Allworth Financial LP 1430.00%0.01%0.01%Q4 2016Q3 202317
Aveo Capital Partners, LLC 710.03%0.08%0.14%Q3 2018Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
Full Sail Capital, LLC 17170.73%2.45%3.03%Q3 2019Q3 202317
IAG Wealth Partners, LLC 16160.03%0.39%0.56%Q4 2019Q3 202316
Diversified Trust Co 1330.02%0.02%0.03%Q4 2016Q2 202116
PRIO WEALTH LIMITED PARTNERSHIP 1420.01%0.02%0.04%Q1 2017Q3 202316
Center for Financial Planning, Inc. 16160.15%0.22%0.34%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16160.64%5.52%8.56%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 1110.02%0.03%0.04%Q1 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
Ballentine Partners, LLC 1510.01%0.09%0.17%Q3 2019Q3 202316
Brickley Wealth Management 1060.04%0.81%2.72%Q4 2017Q4 202116
Visionary Wealth Advisors 16160.02%0.45%0.90%Q4 2019Q3 202316
Zhang Financial LLC 16160.11%0.20%0.25%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.07%0.61%0.88%Q4 2019Q3 202316
RAND WEALTH, LLC 16160.71%1.88%2.95%Q4 2014Q3 201816
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q2 2014Q3 202316
BADGLEY PHELPS & BELL INC 16160.61%0.99%1.60%Q2 2013Q1 201716
Paracle Advisors, LLC 16160.05%0.47%0.96%Q2 2017Q1 202116
LPWM LLC 16160.97%1.42%1.94%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
WFG Advisors, LP 1150.00%0.01%0.02%Q2 2013Q2 201716
Tower Research Capital LLC (TRC) 1410.00%0.00%0.00%Q2 2018Q2 202316
LWS Wealth Advisors, Inc. 16161.77%2.25%2.57%Q4 2019Q3 202316
Farmers National Bank 920.04%0.17%0.70%Q4 2014Q2 201916
CAUSEWAY CAPITAL MANAGEMENT LLC 510.00%0.06%0.21%Q3 2015Q3 202316
Riverview Trust Co 16160.29%0.45%0.64%Q4 2018Q3 202216
Apella Capital, LLC 1231.16%1.94%2.91%Q1 2020Q4 202315
Maltin Wealth Management, Inc. 15151.53%2.63%3.09%Q1 2020Q3 202315
Mariner, LLC 1010.00%0.15%2.13%Q4 2013Q3 202315
SeaBridge Investment Advisors LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
RWA WEALTH PARTNERS, LLC 15150.07%0.77%4.86%Q1 2020Q3 202315
WealthTrust Fairport, LLC 1050.01%1.58%2.91%Q2 2013Q1 201915
McCarthy Grittinger Financial Group, LLC 15152.36%3.78%4.34%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.01%0.03%0.04%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.01%0.01%Q2 2019Q4 202215
Trellis Advisors, LLC 15150.66%0.81%0.90%Q1 2020Q3 202315
PEAPACK GLADSTONE FINANCIAL CORP 15150.16%0.24%0.32%Q1 2020Q3 202315
PBMares Wealth Management LLC 15150.10%0.54%1.10%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.06%0.11%Q2 2016Q4 201915
Disciplined Investments, LLC 15150.04%0.06%0.09%Q4 2019Q2 202315
Private Ocean, LLC 520.00%0.01%0.02%Q4 2017Q3 202315
Vivaldi Capital Management LP 910.05%0.09%0.21%Q4 2018Q4 202215
MSI Financial Services Inc 15150.00%0.07%0.25%Q2 2013Q4 201615
Heartwood Wealth Advisors LLC 15150.05%0.08%0.10%Q4 2019Q2 202315
Red Door Wealth Management, LLC 15150.07%0.14%0.21%Q1 2020Q3 202315
HOWE & RUSLING INC 910.00%0.01%0.02%Q2 2016Q3 202315
SVB WEALTH LLC 15150.14%0.19%0.27%Q1 2020Q3 202315
Cambria Investment Management, L.P. 15150.04%0.36%0.90%Q4 2014Q2 201815
Patten Group, Inc. 1410.01%0.02%0.07%Q4 2014Q3 201815
OSAIC HOLDINGS, INC. 15150.02%0.04%0.05%Q1 2020Q3 202315
Bogart Wealth, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
ASPIRIANT, LLC 1210.02%0.35%1.71%Q2 2018Q3 202315
Clearstead Advisors, LLC 15150.00%0.01%0.10%Q1 2020Q3 202315
AE Wealth Management LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
CITIZENS & NORTHERN CORP 14140.57%0.76%0.91%Q2 2014Q3 201714
Guidance Point Advisors, LLC 14140.09%0.12%0.14%Q2 2020Q3 202314
Sageworth Trust Co 1310.00%2.17%3.97%Q4 2018Q2 202214
BlueSky Wealth Advisors, LLC 14143.46%5.34%6.28%Q4 2016Q1 202014
People's United Financial, Inc. 1310.01%0.07%0.09%Q3 2018Q1 202214
Citadel Advisors 510.00%0.00%0.01%Q2 2015Q2 202314
Premise Capital, LLC 14140.02%2.25%4.26%Q3 2016Q4 201914
SIGNATUREFD, LLC 810.00%0.00%0.01%Q4 2014Q1 202314
McIlrath & Eck, LLC 1310.00%0.03%0.05%Q3 2018Q3 202314
Starfire Investment Advisers, Inc. 1130.28%0.32%0.38%Q1 2015Q3 201814
MATRIX PRIVATE CAPITAL GROUP LLC 14140.02%0.17%0.27%Q4 2019Q1 202314
Sowell Financial Services LLC 1040.00%0.29%0.76%Q3 2019Q2 202314
Column Capital Advisors, LLC 1040.00%0.03%0.17%Q4 2019Q3 202314
Dynamic Advisor Solutions LLC 14140.01%0.06%0.08%Q2 2020Q3 202314
Richard P Slaughter Associates Inc 1220.70%1.66%3.16%Q4 2019Q4 202314
SPINNAKER TRUST 14140.84%0.95%1.04%Q2 2020Q3 202314
NICOLET ADVISORY SERVICES, LLC 14140.04%0.07%0.15%Q1 2019Q2 202214
Kingsview Wealth Management, LLC 860.01%0.02%0.07%Q1 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.01%Q2 2019Q3 202214
Valtinson Bruner Financial Planning LLC 1220.16%0.35%0.50%Q4 2019Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 760.00%0.00%0.01%Q4 2019Q3 202313
Rockefeller Capital Management L.P. 1210.00%0.00%0.00%Q3 2019Q4 202213
CHOREO, LLC 13130.04%0.05%0.07%Q1 2017Q1 202013
BLUESTEIN R H & CO LLC 13130.02%0.03%0.06%Q3 2019Q3 202213
Essex Financial Services, Inc. 1010.03%0.04%0.06%Q1 2017Q3 202313
PINNACLE ASSOCIATES LTD 850.01%0.03%0.06%Q4 2018Q3 202313
Plante Moran Financial Advisors, LLC 810.00%0.01%0.04%Q2 2016Q3 202313
Formidable Asset Management, LLC 13130.05%0.14%0.40%Q3 2020Q3 202313
Addenda Capital Inc. 1210.07%0.17%0.19%Q1 2014Q2 202313
NORTHERN CAPITAL MANAGEMENT LLC 760.18%0.55%1.22%Q3 2013Q4 201813
ALPHASIMPLEX GROUP, LLC 13130.14%0.45%1.18%Q4 2017Q4 202013
Pinnacle Wealth Management Advisory Group, LLC 850.04%0.18%0.40%Q4 2018Q3 202313
Miracle Mile Advisors, LLC 13130.06%0.15%0.20%Q3 2020Q3 202313
Yorktown Management & Research Co Inc 13130.04%0.05%0.08%Q4 2013Q4 201613
Aberdeen Wealth Management LLC 821.53%1.74%2.08%Q4 2019Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.03%0.15%0.44%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.03%0.06%Q3 2020Q3 202313
Private Capital Group, LLC 13130.00%0.01%0.02%Q4 2017Q4 202013
N.E.W. Advisory Services LLC 13130.09%0.82%1.63%Q3 2020Q3 202313
SII INVESTMENTS INC/WI 1120.02%0.30%0.63%Q2 2013Q3 201613
SEGALL BRYANT & HAMILL, LLC 760.00%0.00%0.01%Q1 2020Q2 202313
TRADITION CAPITAL MANAGEMENT LLC 13130.07%0.09%0.13%Q1 2016Q1 201913
Orion Portfolio Solutions, LLC 1030.00%0.01%0.02%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.25%0.36%0.46%Q3 2020Q3 202313
Independence Bank of Kentucky 13130.00%0.01%0.01%Q3 2020Q3 202313
Truehand, Inc 13130.03%0.03%0.03%Q4 2018Q4 202113
Walkner Condon Financial Advisors LLC 13130.54%0.81%1.66%Q3 2020Q3 202313
Leelyn Smith, LLC 13130.00%0.00%0.02%Q4 2019Q4 202213
BANK OF HAWAII 1030.01%0.16%0.40%Q1 2016Q1 202213
TSFG, LLC 850.00%0.01%0.04%Q1 2019Q3 202313
SUNTRUST BANKS INC 13130.00%0.01%0.02%Q3 2016Q3 201913
Tufton Capital Management 1120.37%0.44%0.50%Q2 2013Q3 201613
Newfound Research LLC 13130.00%0.00%0.01%Q4 2015Q4 201813
AT Bancorp 13131.47%1.85%2.61%Q1 2016Q1 201913
LOEB PARTNERS CORP 13130.09%0.10%0.13%Q3 2014Q3 201713
Crewe Advisors LLC 13130.00%0.03%0.05%Q3 2020Q3 202313
WP Advisors, LLC 13130.15%0.23%0.29%Q4 2016Q4 201913
McLean Asset Management Corp 13130.51%0.87%1.84%Q4 2020Q4 202313
Cetera Investment Advisers 12120.07%0.10%0.12%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.11%0.12%0.14%Q4 2016Q3 201912
Carroll Financial Associates, Inc. 710.00%0.00%0.00%Q3 2013Q4 202112
Galvin, Gaustad & Stein, LLC 12120.87%1.43%2.11%Q4 2020Q3 202312
IFC Holdings Incorporated/FL 1110.02%0.43%0.70%Q2 2013Q3 201712
CGN Advisors LLC 12120.07%0.12%0.28%Q1 2021Q4 202312
Efficient Advisors, LLC 12120.58%2.06%3.28%Q4 2020Q3 202312
AMERICAN FINANCIAL GROUP INC 12120.02%0.02%0.04%Q4 2014Q3 201712
Windward Private Wealth Management Inc. 12120.21%0.27%0.36%Q4 2020Q3 202312
KWMG, LLC 840.00%0.26%0.56%Q4 2014Q1 201912
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Hemington Wealth Management 12121.66%2.73%3.97%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.14%0.17%0.20%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.13%0.14%0.15%Q4 2016Q3 201912
STOCK YARDS BANK & TRUST CO 1020.01%0.02%0.02%Q2 2020Q2 202312
ANDERSON HOAGLAND & CO 12120.18%1.66%2.65%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.22%0.31%0.46%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.17%0.18%0.21%Q4 2016Q3 201912
Brinker Capital Investments, LLC 410.00%0.06%0.40%Q4 2016Q1 202212
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.10%0.23%Q4 2017Q1 202312
Falcon Wealth Planning 12124.22%4.41%4.65%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.88%1.01%1.12%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12121.58%2.33%2.78%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.16%0.19%0.27%Q4 2020Q3 202312
MEEDER ASSET MANAGEMENT INC 710.00%0.00%0.01%Q4 2018Q1 202212
Stratos Wealth Partners, LTD. 710.01%0.01%0.03%Q4 2017Q3 202312
Elkfork Partners LLC 12120.17%0.19%0.22%Q4 2016Q3 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.05%0.05%Q4 2018Q3 202112
RIVERHEAD CAPITAL MANAGEMENT LLC 12120.17%0.19%0.24%Q4 2016Q3 201912
JEPPSON WEALTH MANAGEMENT, LLC 840.09%0.12%0.15%Q3 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Red Wave Investments LLC 12120.89%1.07%1.34%Q4 2020Q3 202312
BRANDYWINE OAK PRIVATE WEALTH LLC 1110.00%0.78%1.24%Q4 2018Q3 202212
Betterment LLC 840.00%0.00%0.01%Q1 2018Q3 202312
Strategic Investment Advisors / MI 12120.21%0.26%0.46%Q4 2020Q3 202312
Sandy Spring Bank 620.00%0.00%0.00%Q3 2013Q3 202312
FLOW TRADERS U.S. LLC 310.00%0.18%0.65%Q1 2016Q2 202212
TECTONIC ADVISORS LLC 12120.02%0.12%0.17%Q4 2020Q3 202312
Grove Bank & Trust 510.00%0.22%0.69%Q3 2017Q3 202312
RB Capital Management, LLC 11110.34%0.52%1.08%Q1 2020Q3 202211
Praetorian Wealth Management, Inc. 620.20%0.28%0.35%Q2 2020Q3 202311
WADDELL & ASSOCIATES, LLC 11110.08%2.30%4.98%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.01%0.01%0.01%Q4 2020Q3 202311
COLONY GROUP LLC 740.01%0.04%0.20%Q2 2014Q3 202311
Wade Financial Advisory, Inc 1010.12%0.15%0.24%Q4 2019Q1 202311
Everhart Financial Group, Inc. 650.12%0.19%0.25%Q4 2020Q3 202311
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 11110.00%0.00%0.01%Q3 2014Q1 201711
Haverford Financial Services, Inc. 810.06%0.06%0.08%Q4 2017Q4 202211
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Jackson Hole Capital Partners, LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
Roble, Belko & Company, Inc 1010.03%0.06%0.08%Q2 2019Q3 202311
NATIONAL PLANNING CORP 1010.05%0.24%0.29%Q2 2013Q2 201711
ST GERMAIN D J CO INC 830.00%1.13%2.14%Q3 2014Q4 202311
Blue Edge Capital, LLC 11110.33%0.88%1.52%Q1 2021Q3 202311
ROBINSON CAPITAL MANAGEMENT, LLC 510.01%0.02%0.03%Q3 2020Q3 202311
Verdence Capital Advisors LLC 1010.04%0.05%0.06%Q4 2019Q3 202211
Cornerstone Wealth Advisors, Inc. 11110.47%0.60%0.68%Q1 2021Q3 202311
Sound Income Strategies, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
NOMURA ASSET MANAGEMENT CO LTD 11110.01%0.04%0.11%Q2 2013Q4 201511
PATHSTONE FAMILY OFFICE, LLC 610.02%0.06%0.16%Q1 2016Q3 202311
Horan Securities, Inc. 740.00%0.04%0.07%Q3 2020Q2 202311
OneDigital Investment Advisors LLC 710.00%0.01%0.02%Q2 2017Q4 202111
First National Bank of Mount Dora, Trust Investment Services 650.06%0.08%0.09%Q1 2021Q4 202311
ADIRONDACK TRUST CO 11110.00%0.00%0.00%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.51%0.62%0.78%Q1 2014Q1 201711
East Coast Asset Management, LLC. 830.10%0.16%0.24%Q4 2012Q3 201511
Sensible Financial Planning & Management, LLC. 830.02%0.26%0.42%Q3 2015Q3 202211
Cerity Partners LLC 11110.00%0.02%0.10%Q1 2021Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 1010.06%0.15%0.22%Q2 2019Q3 202311
BerganKDV Wealth Management, LLC 710.00%0.02%0.04%Q2 2018Q4 202211
USA FINANCIAL FORMULAS 510.01%0.07%0.23%Q4 2017Q3 202311
Key FInancial Inc 11110.00%0.02%0.06%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.14%0.22%0.31%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 310.01%0.03%0.16%Q2 2018Q3 202311
JAMES INVESTMENT RESEARCH INC 1010.00%0.01%0.01%Q3 2013Q2 202011
BROWN ADVISORY INC 640.00%0.00%0.00%Q2 2013Q4 201910
Bangor Savings Bank 640.00%0.02%0.06%Q4 2013Q3 202310
M&T BANK CORP 640.00%0.01%0.01%Q3 2014Q3 202310
TRUST CO OF VERMONT 610.00%0.00%0.00%Q4 2020Q3 202310
Blue Barn Wealth, LLC 10101.28%1.67%2.35%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
MONETA GROUP INVESTMENT ADVISORS LLC 520.01%0.01%0.01%Q2 2018Q2 202310
ROWLAND CARMICHAEL ADVISORS INC /ADV 10100.00%0.00%0.00%Q1 2016Q2 201810
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.05%0.09%Q4 2018Q1 202110
Hill Investment Group Partners, LLC 10100.10%0.27%0.63%Q2 2021Q3 202310
Pflug Koory, LLC 10100.00%0.00%0.01%Q1 2018Q2 202010
WOLFF WIESE MAGANA LLC 10100.00%0.02%0.02%Q4 2020Q1 202310
OXFORD FINANCIAL GROUP, LTD. LLC 820.00%0.00%0.01%Q1 2020Q2 202310
Paradigm Financial Advisors, LLC 510.01%0.08%0.14%Q1 2014Q4 202110
Qube Research & Technologies Ltd 430.00%0.04%0.16%Q2 2020Q3 202310
Tranquility Partners, LLC 640.11%0.16%0.30%Q1 2021Q3 202310
First Heartland Consultants, Inc. 10100.20%0.42%0.56%Q4 2016Q1 201910
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 640.00%0.00%0.01%Q1 2021Q3 202310
Eagle Bay Advisors LLC 10100.15%0.52%0.95%Q2 2021Q3 202310
Newbridge Financial Services Group, Inc. 820.01%0.01%0.01%Q3 2020Q2 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
CIM, LLC 10100.04%0.05%0.06%Q3 2020Q4 202210
Truepoint, Inc. 10100.02%0.03%0.03%Q3 2016Q4 201810
RESOURCES MANAGEMENT CORP /CT/ /ADV 620.00%0.00%0.00%Q3 2018Q3 202110
HighMark Wealth Management LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Avior Wealth Management, LLC 710.00%0.01%0.04%Q1 2016Q1 202310
Heritage Trust Co 10100.02%0.05%0.09%Q1 2017Q2 201910
All Terrain Financial Advisors, LLC 10100.09%0.16%0.23%Q4 2017Q1 202010
Portfolio Solutions, LLC 10100.03%0.04%0.04%Q2 2020Q3 202210
Relaxing Retirement Coach 10100.22%0.35%0.59%Q4 2017Q1 202010
Edmonds Duncan Registered Investment Advisors, LLC 10101.18%2.25%11.11%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Constellation Wealth Advisors, LLC 990.03%0.17%0.29%Q3 2013Q3 20159
M Holdings Securities, Inc. 510.03%0.05%0.08%Q2 2018Q1 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.18%0.22%0.29%Q2 2021Q3 20239
Systelligence, LLC 990.32%1.56%2.83%Q4 2020Q4 20229
Charles Schwab Trust Co 990.14%0.48%0.98%Q3 2019Q3 20219
Optas, LLC 810.07%0.09%0.10%Q4 2019Q1 20229
Chesley Taft & Associates LLC 720.01%0.03%0.11%Q4 2019Q4 20229
Allegheny Financial Group LTD 810.12%0.14%0.18%Q4 2020Q1 20239
Savior LLC 990.00%0.03%0.20%Q4 2019Q4 20219
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.02%0.12%0.25%Q4 2018Q4 20209
Destiny Wealth Partners, LLC 810.00%0.04%0.05%Q1 2021Q2 20239
Perigon Wealth Management, LLC 610.01%0.05%0.09%Q3 2011Q3 20239
1832 Asset Management L.P. 720.07%0.11%0.18%Q1 2019Q3 20239
Leonard Rickey Investment Advisors P.L.L.C. 997.16%8.50%9.72%Q4 2017Q4 20199
Aletheian Wealth Advisors LLC 991.83%2.51%3.11%Q4 2021Q4 20239
Clear Perspective Advisors, LLC 720.02%0.05%0.06%Q4 2016Q3 20199
DROMS STRAUSS ADVISORS INC /MO/ /ADV 990.24%0.28%0.47%Q1 2020Q1 20229
STATE STREET CORP 990.00%0.00%0.00%Q3 2021Q3 20239
SCOTIA CAPITAL INC. 540.00%0.00%0.01%Q3 2013Q3 20239
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Summit Financial Strategies, Inc. 420.04%0.06%0.08%Q3 2020Q3 20239
Estate Counselors, LLC 720.03%0.04%0.05%Q1 2018Q3 20219
Sonora Investment Management, LLC 990.00%0.00%0.01%Q3 2019Q3 20219
iAB Financial Bank 990.19%0.26%0.35%Q3 2013Q3 20159
MGO ONE SEVEN LLC 810.01%0.05%0.06%Q2 2021Q3 20239
Evensky & Katz LLC 990.00%0.00%0.02%Q1 2018Q1 20209
Newport Capital Group, LLC 610.10%0.18%0.20%Q4 2020Q3 20239
INVESTMENT CENTERS OF AMERICA INC 420.15%0.27%0.46%Q2 2013Q4 20159
Smithfield Trust Co 990.00%0.00%0.01%Q3 2021Q3 20239
VICUS CAPITAL 990.07%0.28%0.42%Q4 2013Q4 20159
SIGNET FINANCIAL MANAGEMENT, LLC 520.03%0.04%0.04%Q3 2017Q4 20219
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q3 2013Q4 20159
Capital Advisory Group Advisory Services, LLC 420.00%0.00%0.00%Q3 2019Q2 20229
Baker Avenue Asset Management, LP 410.00%0.03%0.06%Q3 2013Q1 20239
City State Bank 880.09%0.10%0.13%Q4 2021Q3 20238
Lee Financial Co 880.00%0.00%0.00%Q1 2021Q4 20228
Morton Brown Family Wealth, LLC 880.96%1.35%1.82%Q4 2021Q3 20238
THOMPSON SIEGEL & WALMSLEY LLC 410.00%0.00%0.00%Q1 2016Q3 20238
Bell Investment Advisors, Inc 620.07%0.25%0.37%Q3 2021Q3 20238
Upper Left Wealth Management, LLC 880.41%1.14%1.45%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.24%0.39%0.57%Q4 2021Q3 20238
Wedmont Private Capital 881.02%1.26%1.39%Q4 2021Q3 20238
Running Point Capital Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Viewpoint Capital Management LLC 881.29%1.44%1.90%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.11%0.42%Q4 2017Q3 20198
Single Point Partners, LLC 610.23%0.32%0.36%Q1 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.19%0.21%0.25%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.01%0.04%0.11%Q2 2014Q1 20178
Strategic Blueprint, LLC 410.00%0.02%0.03%Q3 2019Q3 20238
Brooklyn FI, LLC 883.17%4.13%5.17%Q4 2021Q3 20238
Anson Capital, Inc. 880.79%1.04%1.30%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.01%0.01%0.01%Q2 2017Q1 20198
Aspire Private Capital, LLC 880.00%0.00%0.01%Q2 2019Q1 20218
Eagle Strategies LLC 880.12%0.33%0.86%Q4 2021Q3 20238
FCG ADVISORS, LLC 710.07%0.21%0.31%Q3 2014Q2 20208
Operose Advisors LLC 882.15%2.96%3.93%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.07%0.09%0.11%Q4 2021Q3 20238
Callan Capital, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q1 2017Q4 20188
REILLY FINANCIAL ADVISORS, LLC 410.00%0.00%0.00%Q2 2015Q3 20218
Corient Capital Partners, LLC 880.05%0.39%1.13%Q4 2020Q3 20228
CARDIFF PARK ADVISORS, LLC 880.43%0.57%0.90%Q4 2021Q3 20238
Zions Bancorporation 880.01%0.01%0.01%Q2 2015Q1 20178
Ledyard National Bank 880.00%0.07%0.13%Q1 2017Q4 20188
Quent Capital, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Empirical Finance, LLC 410.03%0.17%0.34%Q1 2018Q4 20218
IHT Wealth Management, LLC 620.02%0.07%0.34%Q4 2016Q2 20198
RTD Financial Advisors, Inc. 880.87%1.04%1.16%Q4 2021Q3 20238
DUBUQUE BANK & TRUST CO 530.01%0.02%0.04%Q2 2016Q4 20218
EverSource Wealth Advisors, LLC 880.08%0.17%0.29%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.34%0.52%0.61%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.00%0.00%Q4 2019Q3 20218
Kathleen S. Wright Associates Inc. 880.77%1.25%1.54%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Sargent Bickham Lagudis LLC 710.00%0.00%0.00%Q2 2019Q4 20228
Rainsberger Wealth Advisors, Inc. 881.84%2.08%2.43%Q4 2021Q3 20238
Level Financial Advisors 881.37%1.54%1.72%Q4 2021Q3 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.01%0.01%0.01%Q4 2013Q1 20168
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.12%0.15%0.19%Q4 2021Q3 20238
JNBA Financial Advisors 610.00%0.00%0.00%Q3 2015Q4 20198
MAS Advisors LLC 880.26%0.46%0.68%Q4 2021Q3 20238
Simplicity Solutions, LLC 410.01%0.07%0.14%Q2 2020Q3 20238
Marshall Financial Group LLC 880.10%0.17%0.30%Q4 2021Q3 20238
Axiom Advisory, LLC 883.78%4.02%4.29%Q4 2021Q3 20238
Family CFO Inc 886.11%6.45%7.20%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 610.02%0.09%0.53%Q4 2019Q3 20238
Beaird Harris Wealth Management, LLC 880.51%2.49%3.56%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
GPWM LLC 883.44%3.80%4.03%Q4 2021Q3 20238
Radnor Financial Advisors, LLC 880.43%0.55%0.73%Q4 2020Q3 20228
Aptus Capital Advisors, LLC 530.00%0.00%0.00%Q3 2019Q3 20238
Elmwood Wealth Management, Inc. 710.00%0.01%0.01%Q1 2018Q1 20208
AlphaStar Capital Management, LLC 620.09%1.41%7.95%Q3 2017Q2 20208
Rockbridge Investment Management, LCC 770.03%0.03%0.04%Q2 2020Q4 20217
Laird Norton Wetherby Wealth Management, LLC 610.02%0.03%0.04%Q2 2020Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Fullen Financial Group 520.12%0.13%0.13%Q1 2021Q1 20237
Hoover Financial Advisors, Inc. 770.10%0.14%0.22%Q4 2019Q2 20217
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
Legacy Private Trust Co. 520.04%0.07%0.11%Q4 2013Q3 20187
Beacon Pointe Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HBK Sorce Advisory LLC 610.01%0.07%0.18%Q4 2021Q3 20237
COMERICA BANK 410.00%0.00%0.00%Q4 2016Q3 20237
Gibson Capital, LLC 770.20%0.34%0.47%Q2 2014Q4 20157
NewEdge Advisors, LLC 610.00%0.01%0.02%Q4 2021Q3 20237
JANUS HENDERSON GROUP PLC 770.00%0.00%0.00%Q2 2017Q4 20187
SHINE INVESTMENT ADVISORY SERVICES INC 770.08%0.32%0.44%Q4 2018Q2 20207
Lenox Wealth Advisors, LLC 770.00%0.00%0.01%Q3 2020Q1 20227
GREAT WEST LIFE ASSURANCE CO /CAN/ 770.00%0.00%0.00%Q4 2013Q2 20157
RiverFront Investment Group, LLC 431.25%2.14%2.56%Q2 2009Q2 20117
HALBERT HARGROVE GLOBAL ADVISORS, LLC 770.02%0.08%0.10%Q1 2022Q3 20237
US FINANCIAL ADVISORS, LLC 520.01%0.37%0.77%Q2 2015Q1 20217
SHUFRO ROSE & CO LLC 770.02%0.07%0.14%Q1 2022Q3 20237
Continuum Advisory, LLC 430.05%0.11%0.17%Q3 2021Q3 20237
WADE G W & INC 610.02%0.02%0.02%Q4 2021Q3 20237
Stonebridge Capital Advisors LLC 510.00%0.00%0.01%Q1 2021Q2 20237
Sage Mountain Advisors LLC 770.00%0.01%0.02%Q1 2021Q3 20227
Allianz Asset Management GmbH 310.00%0.01%0.03%Q4 2015Q2 20187
Glaxis Capital Management, LLC 770.57%4.19%6.78%Q1 2022Q3 20237
Fiduciary Wealth Partners, LLC 770.46%0.81%1.16%Q4 2015Q2 20177
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.20%0.24%0.31%Q1 2022Q3 20237
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 770.02%0.02%0.03%Q3 2018Q1 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
SYM FINANCIAL Corp 770.01%0.02%0.04%Q2 2021Q4 20227
PARAMETRIC PORTFOLIO ASSOCIATES LLC 610.00%0.00%0.00%Q1 2020Q1 20227
TAGStone Capital, Inc. 430.30%0.33%0.38%Q4 2021Q3 20237
BDO Wealth Advisors, LLC 510.00%0.00%0.00%Q1 2019Q2 20237
Stokes & Hubbell Capital Management, LLC 770.05%0.06%0.07%Q3 2017Q1 20197
Maxim Capital Management LLC 770.19%0.25%0.30%Q4 2018Q2 20207
Kavar Capital Partners, LLC 310.00%0.01%0.01%Q1 2014Q2 20197
Colony Family Offices, LLC 770.48%1.14%1.34%Q1 2022Q3 20237
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 770.25%0.31%0.38%Q3 2013Q1 20157
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Madison Asset Management, LLC 770.01%0.38%0.53%Q3 2020Q1 20227
CVA Family Office, LLC 770.07%0.10%0.13%Q1 2022Q3 20237
RELIANCE TRUST CO 770.35%0.65%0.81%Q2 2013Q4 20147
Faithward Advisors, LLC 770.16%0.20%0.23%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.05%0.12%Q4 2021Q3 20237
Archford Capital Strategies, LLC 610.01%0.01%0.01%Q1 2014Q2 20197
BREWIN DOLPHIN LTD 660.00%0.01%0.01%Q1 2021Q2 20226
SeaCrest Wealth Management, LLC 660.02%0.06%0.09%Q4 2017Q1 20196
TORONTO DOMINION BANK 660.00%0.00%0.00%Q2 2022Q3 20236
Selective Wealth Management, Inc. 660.01%0.01%0.01%Q2 2021Q3 20226
Stone Asset Management Inc. 660.20%0.77%1.35%Q4 2021Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.03%0.07%0.18%Q2 2022Q3 20236
Chevy Chase Trust Holdings, LLC 420.00%0.00%0.00%Q2 2014Q4 20196
VANCE WEALTH, INC. 660.66%0.79%0.92%Q2 2022Q3 20236
KINGS POINT CAPITAL MANAGEMENT 660.00%0.00%0.01%Q4 2020Q1 20226
SALEM INVESTMENT COUNSELORS INC 310.00%0.01%0.01%Q2 2019Q4 20216
Global Wealth Management Investment Advisory, Inc. 420.00%0.00%0.01%Q3 2021Q3 20236
OPTIMUM INVESTMENT ADVISORS 660.02%0.03%0.04%Q1 2018Q2 20196
Round Table Services, LLC 420.05%0.09%0.19%Q4 2018Q2 20226
MorganRosel Wealth Management, LLC 510.10%0.18%0.22%Q1 2022Q3 20236
Private Advisory Group LLC 660.70%1.22%1.79%Q4 2018Q1 20206
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Divergent Planning, LLC 668.67%12.57%15.38%Q4 2020Q1 20226
VICTORY CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q4 2014Q1 20166
SIMON QUICK ADVISORS, LLC 660.18%0.20%0.23%Q2 2022Q3 20236
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.01%0.01%Q3 2020Q4 20226
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2018Q3 20236
Tanager Wealth Management LLP 510.15%1.46%2.13%Q4 2021Q3 20236
Sequoia Financial Advisors, LLC 660.08%0.14%0.17%Q4 2014Q1 20166
PRIVATE TRUST CO NA 660.06%0.07%0.07%Q2 2022Q3 20236
Squar Milner Financial Services LLC 420.00%0.01%0.02%Q3 2018Q1 20206
O'Dell Group, LLC 660.86%1.07%1.25%Q4 2018Q1 20206
Weatherstone Capital Management 310.21%0.31%0.44%Q1 2014Q2 20166
Institute for Wealth Management, LLC. 510.02%0.26%0.51%Q2 2017Q4 20196
BAIRD ROBERT W & CO INC /WI/ 660.01%0.03%0.04%Q4 2013Q1 20156
Corsicana & Co. 660.01%0.01%0.01%Q2 2021Q3 20226
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q4 2021Q1 20236
Rehmann Capital Advisory Group 310.00%0.01%0.03%Q1 2018Q4 20216
AIRE ADVISORS, LLC 660.08%0.20%0.37%Q2 2022Q3 20236
Merit Financial Group, LLC 510.03%0.04%0.04%Q1 2020Q3 20236
Karp Capital Management Corp 310.00%0.09%0.18%Q4 2014Q3 20216
Busey Bank 510.02%0.08%0.28%Q4 2014Q3 20186
EVOKE WEALTH, LLC 510.00%0.00%0.00%Q1 2021Q3 20226
WestHill Financial Advisors, Inc. 420.02%0.02%0.03%Q4 2020Q2 20226
Alpha Omega Wealth Management LLC 660.00%0.12%0.25%Q1 2018Q2 20196
TOBIAS FINANCIAL ADVISORS, INC. 660.14%0.19%0.25%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Capital Asset Advisory Services LLC 660.00%0.01%0.02%Q4 2019Q1 20216
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.02%0.02%0.03%Q2 2013Q3 20146
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
LifePlan Financial Group, Inc 510.00%0.00%0.00%Q1 2018Q3 20206
Burleson & Company, LLC 310.00%0.00%0.00%Q1 2021Q4 20226
Landmark Wealth Management, LLC 310.86%1.44%1.75%Q4 2021Q3 20236
FineMark National Bank & Trust 660.00%0.00%0.01%Q2 2015Q3 20166
MADISON WEALTH MANAGEMENT 660.06%0.07%0.08%Q2 2022Q3 20236
Quantitative Advantage, LLC 421.50%1.92%3.30%Q4 2013Q2 20166
Stifel Trust Company, N.A. 660.11%0.11%0.12%Q2 2013Q3 20146
HIGH POINT BANK & TRUST CO 660.01%0.01%0.01%Q2 2013Q3 20146
BRR OpCo, LLC 660.03%0.03%0.04%Q2 2021Q3 20226
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.38%0.44%0.53%Q2 2020Q2 20215
RGT Wealth Advisors, LLC 320.10%0.37%0.61%Q4 2017Q2 20225
Integrated Investment Consultants, LLC 410.02%0.11%0.15%Q1 2018Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 410.72%1.06%1.49%Q1 2019Q2 20205
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
CITY NATIONAL BANK 210.00%0.00%0.00%Q3 2013Q2 20155
Paragon Advisors, LLC 550.39%2.33%3.25%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 410.02%0.30%1.42%Q3 2015Q4 20225
Avestar Capital, LLC 550.50%0.69%0.85%Q4 2018Q4 20195
Global Financial Private Capital, Inc 550.01%0.01%0.01%Q2 2019Q2 20205
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
Krilogy Financial LLC 410.00%0.00%0.01%Q3 2016Q3 20185
TRADITION ASSET MANAGEMENT LLC 550.06%0.08%0.09%Q2 2019Q2 20205
Quadrant Capital Management, LLC 552.99%3.22%3.35%Q4 2018Q4 20195
Colonial River Wealth Management, LLC 320.36%0.87%1.43%Q1 2022Q3 20235
Lake Point Wealth Management 310.00%0.12%0.58%Q4 2018Q2 20225
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q4 2018Q4 20215
Orin Green Financial, LLC 550.14%0.17%0.20%Q4 2020Q4 20215
Westover Capital Advisors, LLC 550.47%0.50%0.52%Q1 2021Q1 20225
Pallas Capital Advisors LLC 550.60%0.86%1.06%Q3 2022Q3 20235
Capital Advisors, Ltd. LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Horizon Investments, LLC 410.06%0.11%0.16%Q1 2019Q2 20205
Cascade Investment Advisors, Inc. 550.01%0.01%0.01%Q4 2018Q4 20195
Westside Investment Management, Inc. 210.00%0.00%0.00%Q1 2018Q2 20205
WARNER FINANCIAL, INC 550.17%0.38%0.46%Q3 2022Q3 20235
Capital Bank & Trust Co 550.00%0.00%0.00%Q3 2017Q3 20185
WealthShield Partners, LLC 550.00%0.01%0.02%Q4 2017Q4 20185
Mutual Advisors, LLC 310.02%0.03%0.06%Q4 2019Q3 20225
Newton One Investments LLC 550.72%0.83%0.98%Q3 2022Q3 20235
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
Certified Advisory Corp 410.00%0.40%0.58%Q4 2018Q3 20235
CoreCap Advisors, LLC 550.04%0.04%0.05%Q4 2021Q4 20225
Flower City Capital 552.15%2.60%2.88%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Cordant, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Golden State Wealth Management, LLC 320.02%0.04%0.07%Q1 2019Q2 20205
Paloma Partners Management Co 550.01%0.01%0.01%Q1 2018Q1 20195
Landmark Financial Advisors, LLC 550.18%0.20%0.23%Q3 2018Q3 20195
Guardian Wealth Management, Inc. 550.01%0.02%0.03%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 550.02%0.08%0.15%Q4 2020Q4 20215
Lutz Financial Services LLC 550.05%0.06%0.06%Q4 2018Q4 20195
Ensign Peak Advisors, Inc 550.08%0.09%0.10%Q4 2019Q4 20205
High Net Worth Advisory Group LLC 550.02%0.03%0.04%Q4 2021Q4 20225
Live Your Vision, LLC 210.00%0.01%0.01%Q3 2015Q1 20195
SOUNDMARK WEALTH MANAGEMENT, LLC 550.21%0.31%0.40%Q1 2021Q1 20225
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2017Q4 20225
Paragon Capital Management Ltd 550.12%0.30%0.37%Q3 2022Q3 20235
WASHINGTON TRUST Co 440.00%0.00%0.00%Q2 2021Q1 20224
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
CANANDAIGUA NATIONAL BANK & TRUST CO 440.88%1.17%1.31%Q2 2017Q1 20184
Clarus Wealth Advisors 440.03%0.04%0.06%Q2 2018Q1 20194
Bison Wealth, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
NOVARE CAPITAL MANAGEMENT LLC 440.05%0.08%0.10%Q1 2018Q4 20184
AdvicePeriod, LLC 310.01%0.03%0.06%Q2 2018Q2 20214
EVERMAY WEALTH MANAGEMENT LLC 310.00%0.00%0.01%Q2 2022Q3 20234
Cranbrook Wealth Management, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Magnus Financial Group LLC 440.27%0.34%0.41%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
RAYNER & HAYNOR 440.75%0.80%0.83%Q4 2013Q3 20144
REBALANCE, LLC 440.26%0.27%0.27%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Geneva Advisors, LLC 440.00%0.01%0.01%Q3 2016Q2 20174
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.01%Q4 2022Q3 20234
Lodestone Wealth Management LLC 441.30%1.43%1.57%Q4 2022Q3 20234
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Ellevest, Inc. 210.00%0.00%0.01%Q1 2019Q2 20204
AF Advisors, Inc. 310.11%0.14%0.18%Q4 2019Q4 20214
Bleakley Financial Group, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 440.64%0.73%0.79%Q4 2022Q3 20234
FSA Wealth Management LLC 310.07%0.18%0.30%Q4 2019Q4 20204
Frisch Financial Group, Inc. 440.30%0.39%0.47%Q4 2018Q3 20194
Corient Private Wealth LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Graves Light Lenhart Wealth, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Vawter Financial, Ltd. 443.40%3.69%4.03%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.93%1.08%1.33%Q4 2022Q3 20234
FIRST FOUNDATION ADVISORS 440.01%0.01%0.02%Q2 2022Q1 20234
Ahrens Investment Partners LLC 310.01%0.03%0.05%Q4 2021Q1 20234
COLLECTIVE FAMILY OFFICE LLC 210.09%0.25%0.33%Q2 2022Q3 20234
Winfield Associates, Inc. 440.00%0.09%0.12%Q3 2017Q2 20184
ARGENT TRUST COMPANY, N.A. 440.25%0.26%0.26%Q2 2014Q1 20154
Insight Advisors, LLC/ PA 440.06%0.07%0.07%Q1 2021Q4 20214
BNP PARIBAS FINANCIAL MARKETS 440.00%0.00%0.00%Q4 2021Q3 20224
Ameritas Investment Company, LLC 310.00%0.01%0.05%Q3 2019Q1 20214
Spectrum Management Group, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Resurgent Financial Advisors LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Mach-1 Financial Group, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 440.08%0.08%0.08%Q1 2017Q4 20174
PFM Asset Management LLC 440.27%0.32%0.35%Q4 2020Q3 20214
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
SONATA CAPITAL GROUP INC 440.18%0.18%0.18%Q4 2015Q3 20164
LAM GROUP, INC. 443.87%4.07%4.43%Q4 2022Q3 20234
Life Planning Partners, Inc 441.10%1.30%1.46%Q4 2021Q3 20224
WEALTHFRONT Corp 310.00%0.00%0.00%Q2 2014Q2 20154
FutureAdvisor, Inc. 440.44%0.70%0.99%Q4 2014Q3 20154
New Republic Capital, LLC 440.00%0.05%0.07%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 441.82%2.46%2.72%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Mirador Capital Partners LP 440.40%0.49%0.55%Q1 2016Q4 20164
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q2 2014Q2 20154
Next Capital Management LLC 440.04%0.04%0.04%Q4 2018Q3 20194
Allegiance Financial Group Advisory Services LLC 441.84%2.28%2.86%Q4 2022Q3 20234
W.G. Shaheen & Associates DBA Whitney & Co 310.02%0.05%0.14%Q2 2016Q3 20184
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
JGP Wealth Management, LLC 441.61%1.68%1.78%Q4 2022Q3 20234
1834 INVESTMENT ADVISORS CO 210.00%0.09%0.18%Q2 2014Q2 20224
DRW Securities, LLC 220.03%0.04%0.06%Q2 2020Q2 20234
DIVIDEND ASSETS CAPITAL, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MAGNOLIA CAPITAL ADVISORS LLC 440.24%0.34%0.44%Q4 2019Q3 20204
Geneva Partners, LLC 440.72%0.87%1.01%Q3 2017Q2 20184
Freestone Capital Holdings, LLC 210.00%0.23%0.89%Q4 2018Q4 20214
Hudock, Inc. 440.00%0.00%0.01%Q4 2020Q3 20214
Financial Advocates Investment Management 210.03%0.06%0.08%Q4 2017Q2 20224
HALL LAURIE J TRUSTEE 440.08%0.09%0.09%Q4 2017Q3 20184
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2020Q4 20204
Werba Rubin Papier Wealth Management 440.09%0.10%0.11%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Vigilant Capital Management, LLC 310.00%0.00%0.01%Q4 2019Q2 20224
Financial Futures Ltd Liability Co. 330.20%0.69%1.58%Q1 2022Q3 20223
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q3 20233
Centered Wealth LLC dba Miller Equity Capital Advisors 330.52%1.22%1.59%Q1 2023Q3 20233
Laurel Wealth Advisors, Inc. 330.07%0.07%0.08%Q2 2022Q4 20223
RENAISSANCE GROUP LLC 110.01%0.01%0.02%Q4 2021Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Winch Advisory Services, LLC 210.00%0.00%0.01%Q1 2014Q1 20153
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 330.02%0.03%0.03%Q1 2018Q3 20183
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q1 2020Q1 20223
Total Clarity Wealth Management, Inc. 210.00%0.42%0.76%Q2 2022Q3 20233
O'Connor Financial Group LLC 330.40%0.42%0.44%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.07%0.07%0.08%Q1 2023Q3 20233
Pacifica Partners Inc. 330.00%0.00%0.00%Q2 2023Q4 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Fiduciary Trust Co International of Pennsylvania 330.28%0.28%0.28%Q2 2018Q4 20183
NewEdge Wealth, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Fisher Asset Management, LLC 210.00%0.00%0.00%Q1 2022Q2 20233
Mariner Wealth Advisors-Madison, LLC 336.88%6.99%7.19%Q1 2013Q3 20133
Penserra Capital Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
TOWNSQUARE CAPITAL LLC 210.01%0.01%0.01%Q1 2022Q3 20233
Employees Retirement System of Texas 331.94%2.51%2.81%Q2 2018Q4 20183
DFPG INVESTMENTS, LLC 330.03%0.14%0.30%Q1 2023Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Moran Wealth Management, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Argent Trust Co 110.01%0.06%0.14%Q4 2014Q2 20233
PANAGORA ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2017Q4 20173
LAKE STREET ADVISORS GROUP, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
MKD WEALTH COACHES, LLC 330.11%1.38%3.89%Q4 2018Q2 20193
Stearns Financial Services Group 330.12%0.19%0.22%Q1 2020Q3 20203
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.02%0.03%0.03%Q3 2022Q1 20233
Cleary Gull Holdings Inc. 210.06%0.07%0.09%Q2 2015Q1 20163
Clarius Group, LLC 330.26%0.29%0.35%Q4 2015Q2 20163
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Jacobi Capital Management LLC 330.00%0.00%0.00%Q4 2020Q2 20213
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2020Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Trexquant Investment LP 110.01%0.02%0.03%Q3 2020Q3 20223
Prentice Wealth Management LLC 330.01%0.02%0.04%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
CPWM, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
RFP Financial Group LLC 330.02%0.03%0.05%Q1 2023Q3 20233
Legend Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.04%0.04%0.04%Q1 2022Q3 20223
Pictet North America Advisors SA 330.13%0.21%0.36%Q1 2023Q3 20233
Prospera Financial Services Inc 210.00%0.00%0.01%Q3 2020Q2 20223
JDM Financial Group LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.02%0.02%Q4 2022Q3 20233
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.00%0.00%0.00%Q3 2018Q1 20193
CKW FINANCIAL GROUP 330.01%0.01%0.01%Q2 2021Q4 20213
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
TUDOR INVESTMENT CORP ET AL 210.02%0.03%0.04%Q2 2022Q1 20233
NWK Group, Inc. 330.00%0.00%0.00%Q3 2020Q1 20213
Refined Wealth Management 330.67%0.67%0.68%Q2 2021Q4 20213
Knuff & Co LLC 330.05%0.06%0.09%Q3 2019Q1 20203
QUATTRO FINANCIAL ADVISORS LLC 330.64%0.89%1.07%Q1 2021Q3 20213
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Matisse Capital 330.43%0.45%0.47%Q1 2023Q3 20233
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q1 20193
Breakwater Capital Group 330.16%0.18%0.20%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Ignite Planners, LLC 330.19%0.22%0.28%Q4 2021Q2 20223
MidWestOne Financial Group, Inc. 330.05%0.06%0.07%Q2 2019Q4 20193
Allegis Investment Advisors, LLC 210.02%0.04%0.06%Q4 2015Q3 20173
Harel Insurance Investments & Financial Services Ltd. 330.00%0.01%0.01%Q1 2019Q3 20193
KWB Wealth 330.06%0.06%0.08%Q4 2020Q2 20213
55I, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Noble Family Wealth, LLC 330.78%0.79%0.80%Q1 2023Q3 20233
NextCapital Advisers, Inc. 330.21%1.75%2.55%Q1 2018Q3 20183
Empower Advisory Group, LLC 331.84%1.86%1.88%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
TFB Advisors LLC 330.25%0.33%0.37%Q4 2022Q2 20233
CreativeOne Wealth, LLC 210.01%0.01%0.01%Q4 2021Q2 20233
CSM Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
WEDBUSH SECURITIES INC 330.02%0.02%0.02%Q1 2023Q3 20233
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.00%0.01%Q4 2019Q3 20213
Avidian Wealth Solutions, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
25 LLC 339.67%9.79%10.00%Q1 2023Q3 20233
Truvestments Capital LLC 210.02%0.04%0.05%Q3 2018Q2 20193
Better Money Decisions, LLC 210.09%0.13%0.14%Q2 2021Q2 20223
Strategic Capital Alternatives LLC 210.01%0.01%0.01%Q3 2014Q3 20153
Paulson Wealth Management Inc. 330.21%0.22%0.23%Q4 2017Q2 20183
EP Wealth Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Tempus Wealth Planning, LLC 330.32%0.36%0.38%Q1 2021Q3 20213
FourThought Financial, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
S&CO INC 210.03%0.03%0.03%Q2 2014Q2 20153
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q4 2022Q2 20232
Roger Wittlin Investment Advisory, LLC 220.20%0.21%0.22%Q4 2021Q1 20222
Greenspring Advisors, LLC 220.06%0.07%0.08%Q4 2021Q1 20222
BENJAMIN EDWARDS INC 220.00%0.00%0.00%Q1 2022Q2 20222
SWAN Capital LLC 113.98%4.17%4.35%Q1 2023Q3 20232
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lansing Street Advisors 220.00%0.00%0.00%Q1 2022Q2 20222
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Strengthening Families & Communities, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Wealth Quarterback LLC 220.01%0.02%0.02%Q4 2019Q1 20202
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
PRICE T ROWE ASSOCIATES INC /MD/ 220.02%0.02%0.03%Q2 2017Q3 20172
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Executive Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
BANQUE PICTET & CIE SA 220.01%0.01%0.01%Q1 2023Q2 20232
Advisor Resource Council 110.07%0.08%0.09%Q2 2021Q4 20212
Barber Financial Group, Inc. 112.68%3.39%4.10%Q2 2017Q4 20172
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q1 2019Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q1 20232
Phoenix Wealth Advisors 220.00%0.01%0.01%Q2 2021Q3 20212
SILVER OAK SECURITIES, INCORPORATED 110.01%0.01%0.01%Q3 2022Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
RNC CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Burt Wealth Advisors 220.01%0.01%0.01%Q1 2018Q2 20182
Neuberger Berman Group LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Highland Private Wealth Management 220.06%0.07%0.08%Q2 2022Q3 20222
WealthOne, LLC 110.16%0.17%0.18%Q4 2018Q2 20192
Intelligence Driven Advisers, LLC 220.30%0.32%0.35%Q1 2020Q2 20202
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Cable Hill Partners, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2023Q3 20232
Transamerica Financial Advisors, Inc. 110.05%0.05%0.05%Q3 2017Q2 20182
R & A Capital Management, LLC 220.32%0.33%0.34%Q2 2013Q3 20132
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Athena Investment Management 220.14%0.15%0.15%Q1 2023Q2 20232
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
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
HM PAYSON & CO 220.00%0.00%0.00%Q2 2023Q3 20232
New Harbor Financial Group, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Peterson Wealth Services 222.39%2.46%2.52%Q4 2021Q1 20222
RITHOLTZ WEALTH MANAGEMENT 110.06%0.13%0.20%Q4 2016Q1 20182
HARDING LOEVNER LP 110.01%0.02%0.04%Q4 2014Q4 20152
DGS Capital Management, LLC 220.13%0.14%0.15%Q4 2022Q1 20232
MYCIO WEALTH PARTNERS, LLC 220.00%0.02%0.04%Q2 2015Q3 20152
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
ADVISOR PARTNERS II, LLC 220.05%0.13%0.21%Q2 2023Q3 20232
Trivant Custom Portfolio Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Procyon Advisors, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
PACIFIC FINANCIAL GROUP INC 221.39%1.46%1.54%Q3 2019Q4 20192
American Investment Services, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kozak & Associates, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Your Advocates Ltd., LLP 220.00%0.00%0.00%Q3 2020Q4 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
NVWM, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Antonetti Capital Management LLC 220.02%0.02%0.02%Q2 2013Q3 20132
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sage Financial Management Group, Inc. 111.87%1.97%2.06%Q1 2023Q3 20232
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2017Q4 20172
HB Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Bares Capital Management 220.06%0.06%0.06%Q3 2014Q4 20142
Y-Intercept (Hong Kong) Ltd 220.06%0.07%0.08%Q2 2022Q3 20222
WealthTrust-Arizona, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Relyea Zuckerberg Hanson LLC 220.26%0.45%0.63%Q4 2019Q1 20202
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q1 20212
TRUEWEALTH LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Pacific Life Fund Advisors LLC 221.06%1.07%1.07%Q2 2023Q3 20232
FSC Wealth Advisors, LLC 220.04%0.05%0.05%Q2 2022Q3 20222
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Plancorp, LLC 110.07%0.07%0.08%Q4 2019Q2 20202
S.A. Mason LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Summit Rock Advisors, LP 2214.76%17.74%20.72%Q4 2020Q1 20212
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q2 2017Q2 20172
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Brookstone Capital Management 220.00%0.01%0.01%Q2 2015Q3 20152
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
Three Bridge Wealth Advisors, LLC 220.08%0.09%0.10%Q1 2022Q2 20222
West Family Investments, Inc. 220.62%0.70%0.78%Q4 2020Q1 20212
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Crosspoint Capital Strategies, LLC 220.07%0.31%0.56%Q3 2015Q4 20152
Trust Co 220.01%0.01%0.01%Q2 2023Q3 20232
Concord Wealth Partners 220.00%0.00%0.00%Q4 2020Q1 20212
Carnick & Kubik, LLC 110.00%0.01%0.02%Q3 2015Q1 20162
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.01%0.02%Q1 2017Q2 20172
APPLETON PARTNERS INC/MA 220.04%0.04%0.04%Q3 2023Q4 20232
Jordan Park Group LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Mandatum Life Insurance Co Ltd 110.01%0.02%0.02%Q4 2015Q4 20172
Paragon Wealth Strategies, LLC 222.58%2.65%2.71%Q3 2021Q4 20212
BOENNING & SCATTERGOOD, INC. 110.03%0.03%0.03%Q1 2022Q4 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q2 20202
Cherry Tree Wealth Management, LLC 220.33%0.34%0.35%Q2 2023Q3 20232
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2018Q1 20192
MACKENZIE FINANCIAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
Parisi Gray Wealth Management 220.09%0.09%0.10%Q3 2021Q4 20212
Visionary Asset Management, Inc. 220.11%0.11%0.11%Q2 2018Q3 20182
TITLEIST ASSET MANAGEMENT, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Scarborough Advisors, LLC 220.84%1.38%1.92%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Kowal Investment Group, LLC 220.06%0.07%0.07%Q3 2021Q4 20212
WESPAC Advisors SoCal, LLC 110.00%0.36%0.72%Q1 2016Q4 20192
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Summit Equities Inc 220.04%0.04%0.05%Q2 2018Q3 20182
Sterling Financial Planning, Inc. 220.02%0.03%0.03%Q2 2021Q3 20212
Litman Gregory Wealth Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Accel Wealth Management 220.00%0.00%0.00%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q2 2016Q2 20161
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Norway Savings Bank 110.02%0.02%0.02%Q4 2020Q4 20201
Heritage Wealth Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
BAKER TILLY WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Manifold Partners, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q1 2022Q1 20221
Schubert & Co 110.00%0.00%0.00%Q2 2022Q2 20221
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
SHAPIRO ROBERT N 110.10%0.10%0.10%Q4 2014Q4 20141
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Stuart Chaussee & Associates, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Annis Gardner Whiting Capital Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
STAPP WEALTH MANAGEMENT, PLLC 110.06%0.06%0.06%Q3 2022Q3 20221
CALTON & ASSOCIATES, INC. 110.06%0.06%0.06%Q4 2017Q4 20171
Compass Ion Advisors, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Permit Capital Advisors, LLC 111.42%1.42%1.42%Q1 2022Q1 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
BANYAN CAPITAL MANAGEMENT, INC. 113.57%3.57%3.57%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Northeast Financial Consultants Inc 110.27%0.27%0.27%Q3 2015Q3 20151
RESOLUTE FINANCIAL, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Five Oceans Advisors 110.17%0.17%0.17%Q2 2022Q2 20221
American Financial Network Advisory Services LLC 110.35%0.35%0.35%Q3 2019Q3 20191
FULTON BANK, N.A. 110.03%0.03%0.03%Q2 2018Q2 20181
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2013Q4 20131
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CENTAURUS FINANCIAL, INC. 110.03%0.03%0.03%Q2 2018Q2 20181
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Wilson & Boucher Capital Management, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Accredited Investors Inc. 110.07%0.07%0.07%Q4 2014Q4 20141
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pointe Capital Management LLC 110.28%0.28%0.28%Q4 2016Q4 20161
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
NORTHSTAR ASSET MANAGEMENT Co LLC 111.31%1.31%1.31%Q2 2013Q2 20131
BOSTON FINANCIAL MANGEMENT LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
First Bank & Trust 110.02%0.02%0.02%Q2 2019Q2 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
RITTER DANIHER FINANCIAL ADVISORY LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
AEGON USA Investment Management, LLC 110.59%0.59%0.59%Q2 2015Q2 20151
FIRST HORIZON CORP 110.01%0.01%0.01%Q2 2021Q2 20211
American Trust 110.05%0.05%0.05%Q2 2023Q2 20231
MONUMENTAL FINANCIAL GROUP INC. 110.00%0.00%0.00%Q1 2022Q1 20221
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
CNB Bank 110.01%0.01%0.01%Q2 2019Q2 20191
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FinTrust Investment Advisory Services, LLC 110.21%0.21%0.21%Q1 2018Q1 20181
LFA - Lugano Financial Advisors SA 110.01%0.01%0.01%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.29%0.29%0.29%Q4 2016Q4 20161
Hoese & Co LLP 110.01%0.01%0.01%Q2 2023Q2 20231
JFG Wealth Management, LLC 112.01%2.01%2.01%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
SMITH, MOORE & CO. 110.05%0.05%0.05%Q2 2018Q2 20181
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2022Q3 20221
D L CARLSON INVESTMENT GROUP INC 110.08%0.08%0.08%Q3 2019Q3 20191
Rather & Kittrell, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
VISTA CAPITAL PARTNERS, INC. 110.05%0.05%0.05%Q2 2020Q2 20201
Intellectus Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
First Command Bank 110.00%0.00%0.00%Q1 2021Q1 20211
IAM Advisory, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
TCW GROUP INC 110.01%0.01%0.01%Q1 2015Q1 20151
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CAPITAL INSIGHT PARTNERS, LLC 112.67%2.67%2.67%Q4 2019Q4 20191
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Equita Financial Network, Inc. 110.65%0.65%0.65%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
BEACON FINANCIAL GROUP 110.19%0.19%0.19%Q3 2013Q3 20131
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Stephens Consulting, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
GENWORTH FINANCIAL INC 110.39%0.39%0.39%Q2 2013Q2 20131
G2 CAPITAL MANAGEMENT, LLC / OH 110.60%0.60%0.60%Q4 2022Q4 20221
BRANDES INVESTMENT PARTNERS, LP 110.04%0.04%0.04%Q4 2021Q4 20211
Gratus Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
CS MCKEE LP 110.01%0.01%0.01%Q1 2014Q1 20141
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Sense Advisors, Inc. 110.14%0.14%0.14%Q1 2018Q1 20181
Meridian Wealth Partners, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
PROFFITT & GOODSON INC 110.02%0.02%0.02%Q2 2020Q2 20201
Whitaker-Myers Wealth Managers, LTD. 110.90%0.90%0.90%Q3 2023Q3 20231
Brouwer & Janachowski, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DOLIVER ADVISORS, LP 110.09%0.09%0.09%Q2 2019Q2 20191
Family Management Corp 110.06%0.06%0.06%Q4 2022Q4 20221
GREENWOOD CAPITAL ASSOCIATES LLC 110.25%0.25%0.25%Q2 2018Q2 20181
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TIAA, FSB 110.00%0.00%0.00%Q3 2022Q3 20221
Morling Financial Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Parcion Private Wealth LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
VitalStone Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Minot Wealth Management LLC 110.15%0.15%0.15%Q4 2019Q4 20191
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q3 2016Q3 20161
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Financial Advantage, Inc. 110.03%0.03%0.03%Q1 2014Q1 20141
LeJeune Puetz Investment Counsel LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Aspire Wealth Management Corp 110.12%0.12%0.12%Q2 2022Q2 20221
Integrated Advisors Network LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Piscataqua Savings Bank 110.00%0.00%0.00%Q1 2021Q1 20211
RPg Family Wealth Advisory, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
True Wealth Design, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CABANA LLC 112.55%2.55%2.55%Q2 2020Q2 20201
Jane Street Holding, LLC 110.33%0.33%0.33%Q4 2013Q4 20131
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Claro Advisors LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Strategies Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Genesee Capital Advisors, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q3 2015Q3 20151
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
BRINKER CAPITAL INC 110.08%0.08%0.08%Q4 2018Q4 20181
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Verition Fund Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Crow Point Partners, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
CULLINAN ASSOCIATES INC 110.02%0.02%0.02%Q4 2022Q4 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Sparta 24 Ltd. 1117.19%17.19%17.19%Q3 2023Q3 20231
IFG Advisory, LLC 110.61%0.61%0.61%Q3 2022Q3 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Black Swift Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MARVIN & PALMER ASSOCIATES INC 110.76%0.76%0.76%Q2 2021Q2 20211
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CLEARY GULL INC. 110.04%0.04%0.04%Q1 2015Q1 20151
Lumature Wealth Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.04%0.04%0.04%Q4 2022Q4 20221
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Western Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
F3Logic, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Balentine LLC 110.00%0.00%0.00%Q2 2016Q2 20161
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
D. SCOTT NEAL, INC. 110.46%0.46%0.46%Q2 2018Q2 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Align Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SteelBridge Private Wealth Advisors LLC 110.30%0.30%0.30%Q2 2017Q2 20171
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q1 2021Q1 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Saratoga Research & Investment Management 110.02%0.02%0.02%Q3 2017Q3 20171
Foundations Investment Advisors, LLC 112.03%2.03%2.03%Q2 2020Q2 20201
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
PUTNAM INVESTMENTS LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
TRANSCEND CAPITAL ADVISORS, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
FundX Investment Group, LLC 110.51%0.51%0.51%Q3 2016Q3 20161
Investmark Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
JCIC Asset Management Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
4Thought Financial Group Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Affiance Financial, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
SG Americas Securities, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
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.