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 42420.00%0.00%0.04%Q2 2013Q3 2023110
JANE STREET GROUP, LLC 39390.00%0.04%0.32%Q1 2014Q3 202377
Cutler Group LLC / CA 32320.00%0.00%0.08%Q4 2015Q3 202371
GOLDMAN SACHS GROUP INC 4230.00%0.01%0.02%Q1 2012Q3 202353
Arbor Investment Advisors, LLC 52520.85%3.38%10.33%Q4 2010Q3 202352
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.06%Q2 2013Q3 202350
Creative Planning 42420.00%0.02%0.03%Q2 2013Q3 202345
Wind River Trust Co 444419.58%24.18%34.98%Q4 2012Q3 202344
HUNTINGTON NATIONAL BANK 42420.00%0.08%0.42%Q2 2013Q3 202344
Joel Isaacson & Co., LLC 44440.01%0.21%0.36%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44440.02%0.41%1.12%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4210.02%0.19%0.40%Q2 2010Q3 202343
BANK OF AMERICA CORP /DE/ 42420.01%0.04%0.13%Q2 2013Q3 202343
Van Cleef Asset Management,Inc 42420.46%0.62%0.93%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.01%0.14%1.49%Q1 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.08%0.98%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.63%0.94%1.15%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Seven Post Investment Office LP 42421.85%5.15%14.46%Q2 2013Q3 202342
LPL Financial LLC 42420.06%0.11%0.23%Q2 2013Q3 202342
Choate Investment Advisors 42420.03%0.09%0.27%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.05%0.09%0.16%Q2 2013Q3 202342
Baker Avenue Asset Management, LP 42420.05%0.96%6.40%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.03%0.06%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.06%Q2 2013Q3 202342
Hudock, Inc. 42420.00%0.22%2.66%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.05%0.53%1.79%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.11%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.03%0.03%Q2 2013Q4 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.11%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.08%0.11%0.14%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.04%0.07%0.10%Q2 2013Q3 202342
BSW Wealth Partners 42420.12%0.22%0.64%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3740.00%0.02%0.12%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 41410.01%0.04%0.06%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.06%0.10%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202341
Rathbones Group PLC 3920.03%0.10%0.16%Q2 2013Q3 202341
Evercore Wealth Management, LLC 3560.01%0.07%0.30%Q2 2013Q3 202341
WBH ADVISORY INC 3830.18%0.77%2.68%Q2 2013Q3 202341
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28130.06%0.24%0.57%Q2 2013Q3 202341
CAHILL FINANCIAL ADVISORS INC 40400.08%0.17%0.56%Q4 2013Q3 202340
JPMORGAN CHASE & CO 40400.00%0.00%0.00%Q4 2013Q3 202340
Citadel Advisors 1110.00%0.00%0.03%Q4 2015Q3 202340
TD Capital Management LLC 3550.01%0.02%0.05%Q2 2013Q3 202340
Bangor Savings Bank 40400.12%0.38%0.68%Q4 2013Q3 202340
Private Advisor Group, LLC 38380.00%0.15%0.42%Q2 2014Q3 202339
ICONIQ Capital, LLC 39390.01%0.15%0.35%Q1 2014Q3 202339
Zhang Financial LLC 39390.15%3.04%4.78%Q1 2014Q3 202339
US BANCORP \DE\ 39390.00%0.00%0.00%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 2270.01%0.08%0.44%Q3 2013Q3 202339
Veritable, L.P. 3710.00%0.07%0.18%Q4 2012Q2 202339
SIGNATUREFD, LLC 39390.12%2.47%5.17%Q1 2014Q3 202339
Evanson Asset Management, LLC 39390.08%1.30%2.40%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 3620.00%0.01%0.01%Q1 2014Q3 202338
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 38380.18%12.29%23.78%Q2 2014Q3 202338
UBS Group AG 36360.00%0.08%0.26%Q4 2014Q3 202338
ALLIANCEBERNSTEIN L.P. 28100.00%0.02%0.08%Q4 2013Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.01%0.04%Q2 2013Q3 202238
Wealth Architects, LLC 36362.47%3.21%4.45%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.95%1.44%2.26%Q4 2014Q3 202336
JUNCTURE WEALTH STRATEGIES, LLC 36360.18%3.19%7.98%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.86%1.01%1.23%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 21150.00%0.01%0.03%Q2 2013Q3 202336
Private Ocean, LLC 1810.00%0.04%0.18%Q4 2013Q3 202336
Garde Capital, Inc. 2310.01%0.07%0.20%Q2 2014Q3 202336
Rehmann Capital Advisory Group 1920.05%0.09%0.13%Q1 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.01%0.48%3.20%Q4 2014Q3 202336
CAPTRUST FINANCIAL ADVISORS 2610.01%0.03%0.39%Q2 2013Q3 202336
Northstar Group, Inc. 36360.56%0.88%1.19%Q4 2014Q3 202336
ROPES WEALTH ADVISORS LLC 35350.02%0.35%0.68%Q1 2015Q3 202335
Roble, Belko & Company, Inc 35350.01%0.03%0.12%Q1 2015Q3 202335
New England Private Wealth Advisors LLC 3120.04%0.76%1.11%Q3 2013Q3 202335
SCHRODER INVESTMENT MANAGEMENT GROUP 2870.00%0.02%0.07%Q4 2014Q3 202335
TCI Wealth Advisors, Inc. 35350.00%0.09%0.20%Q1 2015Q3 202335
HighTower Advisors, LLC 24110.00%0.06%0.16%Q4 2014Q3 202335
L. Roy Papp & Associates, LLP 1910.04%0.05%0.05%Q1 2014Q3 202335
WMS Partners, LLC 1770.04%0.23%1.73%Q2 2014Q3 202335
Cable Hill Partners, LLC 2960.05%0.51%8.46%Q4 2014Q3 202335
Autus Asset Management, LLC 34340.04%0.07%0.10%Q3 2014Q4 202234
Vigilant Capital Management, LLC 2590.00%0.02%0.09%Q2 2013Q2 202334
JFS WEALTH ADVISORS, LLC 19150.00%0.00%0.00%Q2 2014Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.04%0.06%Q2 2015Q3 202334
Ballentine Partners, LLC 34340.01%0.04%0.16%Q2 2015Q3 202334
Family Firm, Inc. 34340.11%0.22%0.37%Q2 2015Q3 202334
Versant Capital Management, Inc 33330.21%1.65%5.12%Q4 2015Q4 202333
Cetera Advisors LLC 810.00%0.03%0.16%Q4 2013Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.22%0.64%Q1 2014Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 1540.00%0.01%0.02%Q2 2013Q3 202333
Ironwood Financial, llc 1840.01%0.12%0.45%Q4 2014Q3 202333
Hanlon Investment Management, Inc. 19140.10%0.56%2.16%Q4 2013Q3 202333
STIFEL FINANCIAL CORP 33330.00%0.03%0.11%Q3 2015Q3 202333
Neuberger Berman Group LLC 32320.00%0.00%0.00%Q4 2015Q3 202332
St. Louis Trust Co 32320.20%0.65%2.82%Q4 2015Q3 202332
Allianz Asset Management GmbH 32320.01%0.06%0.16%Q4 2015Q3 202332
Diversified Trust Co 2930.02%0.08%1.13%Q2 2013Q4 202332
STEPHENS INC /AR/ 32320.02%0.05%0.09%Q4 2015Q3 202332
J.P. Morgan Private Wealth Advisors LLC 3010.00%0.06%0.17%Q3 2013Q3 202332
AlphaMark Advisors, LLC 32320.03%0.17%0.26%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Avior Wealth Management, LLC 32320.00%0.04%0.08%Q4 2015Q3 202332
First PREMIER Bank 32320.18%0.35%0.60%Q4 2015Q3 202332
NORTHERN TRUST CORP 2910.00%0.01%0.02%Q3 2014Q3 202332
Cetera Investment Advisers 32320.11%0.38%0.90%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.01%0.01%0.05%Q1 2016Q3 202331
Lenox Wealth Advisors, LLC 31310.05%3.34%4.92%Q3 2014Q1 202231
CULLEN/FROST BANKERS, INC. 31310.00%0.01%0.02%Q1 2016Q3 202331
Main Management LLC 31310.03%0.04%0.05%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.07%Q4 2015Q3 202331
Mariner, LLC 3010.01%0.07%0.15%Q3 2015Q3 202331
Accredited Investors Inc. 31310.13%2.21%4.79%Q1 2016Q3 202331
Dynamic Advisor Solutions LLC 1620.02%0.10%0.26%Q4 2014Q3 202331
Financial Architects, Inc 2520.04%0.05%0.08%Q2 2013Q2 202331
Blue Edge Capital, LLC 2920.11%0.22%0.50%Q1 2015Q3 202331
LS Investment Advisors, LLC 2740.00%0.00%0.00%Q4 2013Q3 202131
MISSION WEALTH MANAGEMENT, LP 31310.02%0.05%0.08%Q1 2016Q3 202331
ROTHSCHILD INVESTMENT LLC /IL 31310.03%0.06%0.08%Q1 2016Q3 202331
SMITH, MOORE & CO. 2550.07%0.17%0.54%Q4 2013Q3 202330
Curbstone Financial Management Corp 2410.10%0.16%0.23%Q1 2016Q4 202330
First Allied Advisory Services, Inc. 30300.02%0.06%0.15%Q2 2013Q3 202030
M&T BANK CORP 15150.01%0.02%0.04%Q1 2016Q3 202330
CWM, LLC 2280.00%0.01%0.12%Q1 2016Q3 202330
Manchester Capital Management LLC 2820.00%0.33%1.74%Q3 2014Q3 202330
CHOREO, LLC 30300.04%0.15%0.24%Q2 2016Q3 202330
Sensible Financial Planning & Management, LLC. 2120.02%0.10%0.13%Q3 2014Q3 202229
WHITTIER TRUST CO 2810.00%0.00%0.00%Q2 2013Q3 202229
NEXT Financial Group, Inc 16130.00%0.04%0.10%Q3 2014Q4 202129
BLAIR WILLIAM & CO/IL 2510.00%0.00%0.01%Q2 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.03%0.15%Q4 2013Q4 202029
Advisory Services Network, LLC 2720.00%0.02%0.08%Q2 2016Q3 202329
DOWLING & YAHNKE LLC 2010.00%0.07%0.18%Q2 2013Q3 202229
SeaBridge Investment Advisors LLC 29290.00%0.00%0.00%Q3 2013Q3 202029
KEYBANK NATIONAL ASSOCIATION/OH 29290.00%0.01%0.05%Q4 2015Q4 202229
TWIN FOCUS CAPITAL PARTNERS, LLC 2620.14%0.47%1.02%Q3 2016Q3 202328
COMERICA BANK 2710.00%0.01%0.06%Q3 2013Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28281.32%5.28%12.21%Q4 2016Q3 202328
VANGUARD GROUP INC 2440.00%0.00%0.00%Q2 2014Q3 202128
FLAGSHIP HARBOR ADVISORS, LLC 28280.15%0.27%0.42%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.01%1.46%5.09%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.08%0.19%Q4 2016Q3 202328
STATE STREET CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
AUA CAPITAL MANAGEMENT, LLC 28280.13%0.19%0.29%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.85%2.76%Q1 2016Q4 202228
WEST PACES ADVISORS INC. 28280.01%0.04%0.07%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.01%0.05%0.46%Q4 2016Q3 202328
Gemmer Asset Management LLC 28280.00%0.01%0.03%Q2 2015Q1 202228
SIMON QUICK ADVISORS, LLC 28280.39%1.80%4.45%Q4 2016Q3 202328
Janney Montgomery Scott LLC 2610.00%0.01%0.06%Q4 2015Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.09%Q2 2013Q4 201927
CONDOR CAPITAL MANAGEMENT 27270.06%0.10%0.14%Q2 2016Q4 202227
Steward Partners Investment Advisory, LLC 27270.00%0.02%0.04%Q1 2017Q3 202327
FAS Wealth Partners, Inc. 2010.04%1.59%6.34%Q1 2015Q3 202327
Waldron Private Wealth LLC 27270.05%0.90%2.69%Q1 2017Q3 202327
Intercontinental Wealth Advisors, LLC 27270.11%0.29%0.91%Q4 2016Q2 202327
Ridgewood Investments LLC 27270.28%1.43%2.31%Q1 2017Q3 202327
BROWN ADVISORY INC 2110.00%0.03%0.05%Q3 2015Q3 202327
Fisher Asset Management, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
Dorsey & Whitney Trust CO LLC 26260.04%0.26%0.97%Q2 2017Q3 202326
BUCKINGHAM STRATEGIC WEALTH, LLC 26260.03%0.07%0.14%Q2 2017Q3 202326
Clearstead Advisors, LLC 2060.03%0.30%2.12%Q1 2017Q3 202326
Meristem Family Wealth, LLC 2020.15%0.61%1.06%Q1 2015Q1 202226
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.01%0.01%0.04%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.04%0.05%Q2 2017Q3 202326
DUNCKER STREETT & CO INC 14120.01%0.01%0.01%Q1 2016Q3 202326
Roundview Capital LLC 26260.10%0.14%0.19%Q2 2017Q3 202326
MPS Loria Financial Planners, LLC 26260.20%0.31%0.57%Q2 2017Q3 202326
New Capital Management LP 1810.34%1.98%4.66%Q4 2016Q3 202326
Windham Capital Management, LLC 1910.02%0.62%1.32%Q1 2015Q3 202326
Boston Trust Walden Corp 26260.00%0.00%0.01%Q2 2017Q3 202326
Focused Wealth Management, Inc 26260.00%0.01%0.05%Q3 2013Q4 201926
Bridgeworth, LLC 2330.04%0.17%0.38%Q4 2016Q3 202326
Balentine LLC 26260.00%0.04%0.10%Q2 2017Q3 202326
Valeo Financial Advisors, LLC 25250.00%0.07%0.33%Q3 2017Q3 202325
Laird Norton Wetherby Wealth Management, LLC 25251.22%1.58%2.03%Q3 2017Q3 202325
INTRUST BANK NA 25250.05%0.09%0.18%Q1 2016Q1 202225
Fiera Capital Corp 2230.00%0.00%0.01%Q4 2015Q3 202325
Bray Capital Advisors 2320.00%0.01%0.03%Q2 2015Q3 202325
EP Wealth Advisors, LLC 1730.01%0.12%1.10%Q4 2013Q3 202325
SECURITY NATIONAL BANK OF SO DAK 1010.30%1.61%6.24%Q4 2014Q3 202325
MONETA GROUP INVESTMENT ADVISORS LLC 2410.00%0.14%0.54%Q3 2015Q3 202325
BRIGHTON JONES LLC 25250.03%0.41%0.87%Q3 2017Q3 202325
Kovack Advisors, Inc. 1830.04%0.26%0.68%Q1 2016Q3 202325
BANK OF NOVA SCOTIA 2320.00%0.25%1.51%Q1 2017Q3 202325
Ariel Investments 2010.02%0.08%0.24%Q3 2013Q3 202125
Stratos Wealth Partners, LTD. 2410.02%0.04%0.29%Q4 2015Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 1960.00%0.09%1.27%Q4 2016Q3 202325
Leonard Rickey Investment Advisors P.L.L.C. 24241.32%3.39%5.83%Q4 2017Q3 202324
Mangham Associates,LLC 242413.16%22.58%33.45%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.03%0.16%0.57%Q4 2017Q3 202324
Freestone Capital Holdings, LLC 1310.00%0.46%1.29%Q3 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.14%0.30%Q4 2017Q3 202324
Itau Unibanco Holding S.A. 1620.03%0.43%1.28%Q3 2016Q2 202324
180 WEALTH ADVISORS, LLC 24240.30%0.39%0.48%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.28%0.44%0.60%Q4 2017Q3 202324
Barrett Asset Management, LLC 24240.00%0.01%0.03%Q2 2013Q1 201924
PROFFITT & GOODSON INC 24240.07%0.08%0.11%Q4 2017Q3 202324
TIEDEMANN ADVISORS, LLC 24240.05%0.18%0.33%Q4 2017Q3 202324
Nikulski Financial, Inc. 24240.37%0.56%0.87%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.38%1.03%Q4 2017Q3 202324
TRUST CO OF VERMONT 1710.00%0.00%0.00%Q2 2017Q3 202324
Successful Portfolios LLC 24240.58%0.77%1.05%Q4 2017Q3 202324
CIBC WORLD MARKET INC. 2310.00%0.01%0.02%Q1 2017Q3 202324
AE Wealth Management LLC 24240.01%0.03%0.07%Q4 2017Q3 202324
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.19%1.42%3.76%Q4 2017Q3 202324
FIRST MANHATTAN CO. LLC. 24240.00%0.00%0.00%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.07%0.85%Q4 2017Q3 202324
DEUTSCHE BANK AG\ 1860.00%0.00%0.01%Q3 2013Q2 202224
PDS Planning, Inc 24240.38%0.62%0.89%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.07%0.14%0.24%Q4 2017Q3 202324
CUTLER INVESTMENT COUNSEL LLC 24240.04%0.10%0.17%Q4 2017Q3 202324
Lumbard & Kellner, LLC 24240.28%1.00%1.72%Q3 2017Q2 202324
OneDigital Investment Advisors LLC 1410.01%0.03%0.25%Q2 2017Q3 202324
MGO ONE SEVEN LLC 2120.02%0.13%0.32%Q4 2017Q3 202323
SNS Financial Group, LLC 2010.05%0.70%1.41%Q1 2017Q3 202323
Bernicke Wealth Management, Ltd. 23232.63%10.04%18.00%Q4 2014Q2 202023
Tower Research Capital LLC (TRC) 510.00%0.01%0.15%Q3 2013Q3 202323
Claybrook Capital, LLC 1490.24%3.41%8.45%Q4 2017Q3 202323
Lombard Odier Asset Management (Switzerland) SA 2010.09%0.31%1.24%Q4 2016Q4 202223
Pacific Center for Financial Services 1030.00%0.01%0.04%Q3 2017Q3 202323
Ackerman Capital Advisors, LLC 2010.22%2.42%16.25%Q2 2017Q3 202323
Banco Santander, S.A. 23230.06%0.23%0.40%Q1 2018Q3 202323
RITHOLTZ WEALTH MANAGEMENT 23230.15%0.42%0.65%Q1 2018Q3 202323
MUFG Americas Holdings Corp 1490.01%0.01%0.01%Q1 2015Q1 202223
Signature Financial Management, Inc. 23230.55%3.42%13.24%Q2 2013Q4 201823
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1850.08%0.11%0.13%Q2 2014Q1 202023
Avantax Planning Partners, Inc. 23230.01%0.03%0.06%Q1 2018Q3 202323
PARAMETRIC PORTFOLIO ASSOCIATES LLC 910.00%0.01%0.09%Q2 2014Q1 202223
ATLAS CAPITAL ADVISORS LLC 23230.55%0.86%1.28%Q1 2018Q3 202323
Arlington Partners LLC 23230.09%0.36%0.76%Q4 2017Q2 202323
Perella Weinberg Partners Capital Management LP 1941.32%7.20%15.92%Q2 2017Q3 202323
BOSTON FAMILY OFFICE LLC 2020.03%0.04%0.04%Q2 2013Q3 201922
ASSETMARK, INC 1660.00%0.18%1.18%Q1 2018Q3 202322
Capital Advisory Group Advisory Services, LLC 2110.24%0.85%2.15%Q1 2018Q3 202322
LBMC INVESTMENT ADVISORS, LLC 22220.04%0.08%0.14%Q2 2018Q3 202322
Argent Trust Co 22220.02%0.06%0.09%Q2 2018Q3 202322
New England Professional Planning Group Inc. 1620.45%0.78%1.43%Q1 2016Q3 202322
Corrigan Financial, Inc. 1390.08%0.12%0.19%Q4 2017Q2 202322
Brand Asset Management Group, Inc. 22220.47%0.55%0.63%Q2 2018Q3 202322
BARCLAYS PLC 1640.00%0.01%0.10%Q2 2016Q3 202322
HALL LAURIE J TRUSTEE 1390.04%0.07%0.11%Q4 2017Q3 202322
CENTAURUS FINANCIAL, INC. 1320.01%0.03%0.22%Q4 2017Q3 202322
Belpointe Asset Management LLC 1820.03%0.10%0.43%Q3 2017Q3 202322
North Star Investment Management Corp. 1150.00%0.00%0.00%Q4 2017Q3 202322
Waverly Advisors, LLC 2010.00%0.13%0.23%Q3 2013Q3 202322
Perigon Wealth Management, LLC 1210.01%0.03%0.08%Q3 2011Q3 202321
Valmark Advisers, Inc. 21210.01%0.02%0.03%Q3 2018Q3 202321
Boston Standard Wealth Management, LLC 1290.07%0.12%0.18%Q3 2018Q4 202321
Pinnacle Bancorp, Inc. 2010.02%0.18%0.29%Q1 2017Q3 202321
Sequoia Financial Advisors, LLC 21210.02%0.08%0.15%Q3 2018Q3 202321
MYCIO WEALTH PARTNERS, LLC 1470.01%0.02%0.05%Q2 2013Q4 201921
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2010.02%0.26%0.46%Q2 2018Q3 202321
Parkwood LLC 21210.07%1.35%3.24%Q3 2018Q3 202321
Asset Dedication, LLC 1650.01%0.10%0.94%Q2 2018Q3 202321
Caprock Group, LLC 21210.11%0.16%0.46%Q3 2018Q3 202321
Financial Management Professionals, Inc. 1110.00%3.23%9.73%Q3 2013Q3 202321
GLENMEDE TRUST CO NA 1910.00%0.02%0.04%Q3 2013Q3 202321
Homrich & Berg 21210.02%0.04%0.06%Q3 2016Q3 202121
Sageworth Trust Co 1830.00%4.73%7.91%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.11%Q3 2018Q3 202321
MorganRosel Wealth Management, LLC 20200.13%0.28%0.43%Q4 2018Q3 202320
Lutz Financial Services LLC 20200.04%0.09%0.17%Q4 2018Q3 202320
Formidable Asset Management, LLC 1430.07%0.09%0.26%Q1 2017Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.23%0.58%Q4 2018Q3 202320
Disciplina Capital Management LLC 20200.13%0.43%0.84%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.06%0.14%Q4 2017Q3 202220
WOLVERINE TRADING, LLC 310.00%0.06%0.58%Q4 2016Q1 202320
MANCHESTER FINANCIAL INC 20200.94%1.45%2.34%Q4 2018Q3 202320
Kingsview Wealth Management, LLC 1040.02%0.05%0.11%Q2 2017Q3 202320
Frisch Financial Group, Inc. 20200.26%1.00%3.52%Q4 2018Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 20200.05%0.09%0.12%Q4 2013Q3 201820
Vivaldi Capital Management LP 20200.15%0.29%0.47%Q4 2018Q3 202320
NYL Investors LLC 20200.24%1.96%4.75%Q4 2018Q3 202320
WHITTIER TRUST CO OF NEVADA INC 20200.00%0.00%0.01%Q4 2018Q3 202320
Regis Management CO LLC 20200.05%0.06%0.08%Q1 2018Q4 202220
SYM FINANCIAL Corp 20200.74%1.86%4.80%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.14%0.63%Q4 2018Q3 202320
Keel Point, LLC 20200.06%0.18%0.41%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.30%0.64%1.22%Q4 2018Q3 202320
Ruggie Capital Group 1330.35%7.41%12.19%Q4 2014Q1 202020
COLONY GROUP LLC 1910.01%0.02%0.03%Q3 2018Q3 202320
SouthState Corp 20200.03%0.03%0.04%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.05%0.46%1.31%Q4 2017Q4 202220
Ancora Advisors LLC 1810.00%0.16%0.27%Q4 2016Q3 202320
Princeton Global Asset Management LLC 20200.00%0.10%0.54%Q4 2018Q3 202320
Mirae Asset Global Investments Co., Ltd. 1370.00%0.11%0.46%Q4 2017Q3 202320
HoyleCohen, LLC 20200.14%0.30%0.58%Q4 2018Q3 202320
FLOW TRADERS U.S. LLC 410.03%1.43%8.79%Q3 2013Q2 202320
WEDBUSH SECURITIES INC 20200.05%0.07%0.11%Q4 2018Q3 202320
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.10%0.13%0.19%Q1 2019Q3 202319
Hillview Capital Advisors, LLC 19192.89%32.14%92.70%Q4 2014Q2 201919
Strategic Family Wealth Counselors, L.L.C. 19190.21%0.47%0.68%Q1 2019Q3 202319
Sigma Planning Corp 1020.01%0.05%0.21%Q1 2015Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Private Capital Group, LLC 19190.06%0.07%0.11%Q4 2017Q2 202219
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1540.03%0.19%0.99%Q4 2015Q3 202319
Kovitz Investment Group Partners, LLC 19190.10%0.25%0.32%Q1 2019Q3 202319
Cedar Brook Financial Partners, LLC 1360.10%0.18%0.44%Q4 2018Q3 202319
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1360.00%0.00%0.00%Q4 2013Q3 201819
UMB Bank, n.a. 19190.03%0.05%0.06%Q1 2019Q3 202319
Weaver Consulting Group 19190.12%0.21%0.29%Q1 2019Q3 202319
Baird Financial Group, Inc. 610.00%0.01%0.02%Q4 2015Q3 202319
Summit Trail Advisors, LLC 1510.01%0.15%0.21%Q4 2017Q3 202319
Claret Asset Management Corp 1450.05%0.05%0.06%Q4 2018Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
BANK HAPOALIM BM 1720.07%3.07%7.60%Q4 2018Q3 202319
Alpha Cubed Investments, LLC 19190.17%0.27%0.42%Q1 2019Q3 202319
RBF Capital, LLC 1270.06%0.09%0.26%Q4 2018Q3 202319
PrairieView Partners, LLC 1720.04%0.09%0.18%Q4 2017Q3 202319
Peninsula Wealth, LLC 1180.08%0.37%4.89%Q1 2018Q3 202319
Modera Wealth Management, LLC 19190.04%0.13%0.28%Q1 2019Q3 202319
SCS Capital Management LLC 19190.04%0.22%0.74%Q1 2019Q3 202319
Graves Light Lenhart Wealth, Inc. 1720.11%0.15%0.19%Q4 2018Q3 202319
Claraphi Advisory Network, LLC 1230.11%0.19%0.38%Q4 2017Q4 202219
NATIONAL PLANNING CORP 18180.02%0.06%0.16%Q2 2013Q3 201718
Court Place Advisors, LLC 1350.07%0.09%0.10%Q3 2017Q1 202218
Chicago Partners Investment Group LLC 1110.02%0.06%0.24%Q4 2015Q3 202318
MFA WEALTH ADVISORS, LLC 18180.34%0.79%1.12%Q1 2018Q2 202218
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1710.00%0.08%0.11%Q3 2014Q2 202118
ROWLAND CARMICHAEL ADVISORS INC /ADV 1530.00%0.13%0.29%Q1 2016Q4 202018
Hall Kathryn A. 1710.26%1.02%1.48%Q1 2019Q3 202318
SVB WEALTH LLC 18180.03%0.13%0.26%Q2 2019Q3 202318
Advisory Alpha, LLC 1710.01%0.78%2.25%Q1 2019Q3 202318
Larson Financial Group LLC 1530.00%0.01%0.06%Q4 2018Q3 202318
KANAWHA CAPITAL MANAGEMENT LLC 18180.03%0.03%0.04%Q2 2019Q3 202318
Principle Wealth Partners LLC 1210.03%0.16%0.29%Q4 2018Q3 202318
Fiduciary Group LLC 1440.03%0.04%0.04%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.08%0.12%0.28%Q2 2013Q3 201718
Redmond Asset Management, LLC 18180.09%0.19%0.27%Q2 2019Q3 202318
SOL Capital Management CO 18180.06%0.09%0.12%Q2 2014Q3 201818
LEVIN CAPITAL STRATEGIES, L.P. 18180.08%0.14%0.17%Q2 2019Q3 202318
Royal Fund Management, LLC 1440.02%0.16%0.45%Q4 2016Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.00%0.02%0.04%Q2 2019Q3 202318
PRIVATE CAPITAL MANAGEMENT LLC 1620.12%0.21%0.28%Q4 2018Q3 202318
Angeles Investment Advisors, LLC 1710.00%1.29%6.04%Q4 2018Q3 202318
FDx Advisors, Inc. 820.01%0.04%0.08%Q2 2017Q3 202318
HT Partners LLC 810.08%0.41%1.55%Q3 2014Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.09%0.10%0.12%Q1 2015Q2 201918
OGOREK ANTHONY JOSEPH /NY/ /ADV 1310.00%4.49%32.70%Q4 2014Q3 202318
FIRST HAWAIIAN BANK 17170.57%0.65%0.75%Q4 2013Q4 201717
WALLER FINANCIAL PLANNING GROUP, INC 1430.06%0.40%1.26%Q4 2018Q4 202317
KEMPER Corp 17177.37%35.62%89.39%Q3 2018Q3 202217
Prospera Financial Services Inc 820.00%0.04%0.06%Q1 2016Q2 202317
Sowell Financial Services LLC 1110.06%0.12%0.58%Q1 2019Q3 202317
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2015Q3 202317
OLD MISSION CAPITAL LLC 410.02%0.55%2.78%Q1 2015Q2 202317
Front Row Advisors LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
NATIXIS ADVISORS, L.P. 810.00%0.02%0.14%Q4 2013Q3 202317
Salomon & Ludwin, LLC 1160.02%0.13%0.38%Q4 2018Q3 202317
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1610.00%0.29%0.44%Q1 2019Q3 202317
OPPENHEIMER & CO INC 17170.01%0.01%0.04%Q3 2019Q3 202317
CPWM, LLC 1341.24%1.81%2.34%Q1 2018Q3 202217
Lehman & Derafelo Financial Resources LLC 17170.31%0.99%2.38%Q4 2018Q4 202217
FIRST NATIONAL CORP /MA/ /ADV 1520.04%0.09%0.13%Q4 2018Q3 202317
WELLINGTON MANAGEMENT GROUP LLP 17170.00%0.00%0.02%Q3 2019Q3 202317
Chesley Taft & Associates LLC 17170.02%0.02%0.04%Q3 2019Q3 202317
Modus Advisors, LLC 17170.15%0.18%0.28%Q4 2019Q4 202317
Carroll Financial Associates, Inc. 1610.00%0.01%0.01%Q3 2013Q4 202117
PRUDENTIAL PLC 1430.01%0.33%0.56%Q2 2018Q3 202317
Heritage Wealth Advisors 17170.00%0.00%0.00%Q3 2019Q3 202317
Simplicity Solutions, LLC 810.01%0.31%1.63%Q4 2015Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.51%0.59%0.72%Q3 2019Q3 202317
BB&T SECURITIES, LLC 17170.03%0.30%0.40%Q3 2015Q3 201917
Well Done, LLC 1110.05%0.10%0.24%Q1 2018Q3 202317
Rain Capital Management, LLC 17170.01%3.77%11.59%Q3 2019Q3 202317
Astoria Strategic Wealth, Inc. 16160.56%1.25%6.24%Q4 2019Q3 202316
Belmont Capital, LLC 16160.06%0.11%0.17%Q4 2019Q3 202316
Affiance Financial, LLC 16160.10%0.78%1.11%Q4 2019Q3 202316
Heritage Trust Co 1010.03%0.05%0.06%Q1 2017Q2 202316
EVOKE WEALTH, LLC 1510.03%0.05%0.09%Q3 2019Q3 202316
Capital Directions Investment Advisors, LLC 16160.05%0.81%2.10%Q2 2016Q1 202016
FIFTH THIRD SECURITIES, INC. 610.31%0.57%0.88%Q3 2016Q3 202316
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 930.12%0.17%0.20%Q2 2019Q3 202316
EPIQ Capital Group, LLC 16160.44%1.07%1.89%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.00%0.06%0.41%Q4 2019Q3 202316
Relative Value Partners Group, LLC 16160.04%0.07%0.15%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 1420.00%0.01%0.01%Q4 2017Q3 202316
REGENTATLANTIC CAPITAL LLC 16160.02%0.20%0.37%Q4 2018Q3 202216
John W. Brooker & Co., CPAs 16160.42%0.52%0.65%Q4 2019Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.00%0.06%0.11%Q4 2018Q3 202316
Cresset Asset Management, LLC 920.01%0.14%0.56%Q4 2018Q3 202316
Beacon Financial Advisory LLC 16160.14%1.24%2.99%Q4 2019Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1510.03%0.07%0.13%Q3 2013Q3 201716
Allen Investment Management, LLC 1510.27%0.68%1.61%Q3 2018Q3 202316
MOSELEY INVESTMENT MANAGEMENT INC 16160.28%0.93%1.88%Q4 2019Q3 202316
Acorn Wealth Advisors, LLC 1330.02%0.19%0.30%Q4 2017Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.03%0.10%Q4 2019Q3 202316
ASPIRIANT, LLC 1510.02%0.05%0.33%Q1 2019Q3 202316
Sarasin & Partners LLP 880.01%0.02%0.02%Q1 2016Q1 202016
TBH Global Asset Management, LLC 16160.31%0.44%0.60%Q4 2019Q3 202316
Morningstar Investment Services LLC 1510.01%0.19%0.33%Q2 2013Q1 202216
Monument Capital Management 1330.00%0.15%0.27%Q1 2018Q3 202316
Kore Private Wealth LLC 16160.06%0.10%0.42%Q4 2018Q3 202216
Rikoon Group, LLC 1510.09%0.18%0.26%Q4 2016Q1 202116
SII INVESTMENTS INC/WI 1510.03%0.08%0.18%Q4 2013Q4 201716
HBC Financial Services, PLLC 16160.01%0.03%0.04%Q4 2019Q3 202316
Brickley Wealth Management 1150.09%0.18%0.52%Q2 2018Q3 202316
MATHER GROUP, LLC. 16160.03%0.17%0.26%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.56%0.74%0.98%Q4 2019Q3 202316
FC Advisory LLC 16160.27%0.29%0.33%Q1 2020Q4 202316
Monterey Private Wealth, Inc. 16160.88%1.35%1.61%Q4 2019Q3 202316
University of Maryland Foundation, Inc. 16160.37%9.00%25.81%Q4 2019Q3 202316
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 16160.88%9.71%52.51%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.07%0.92%1.10%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.39%0.74%2.11%Q4 2017Q3 202116
Gradient Investments LLC 1320.00%0.00%0.00%Q1 2017Q3 202215
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 610.28%2.09%8.47%Q4 2014Q4 202215
Richard Bernstein Advisors LLC 1310.02%0.39%1.44%Q4 2018Q3 202315
Cedar Wealth Management, LLC 1320.00%0.11%1.04%Q3 2017Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.95%2.36%5.40%Q3 2015Q1 201915
HANCOCK WHITNEY CORP 1320.01%0.01%0.02%Q1 2015Q3 202215
Forefront Analytics, LLC 730.09%0.30%1.12%Q4 2017Q4 202115
Sanctuary Wealth Management, L.L.C. 810.16%0.23%0.32%Q1 2010Q3 202315
Darwin Wealth Management, LLC 15150.05%0.20%0.51%Q4 2016Q2 202015
Capital International Investors 1320.00%0.00%0.00%Q4 2019Q3 202315
NewEdge Advisors, LLC 1410.00%0.02%0.03%Q2 2017Q3 202315
COMERICA SECURITIES INC 870.21%0.35%0.62%Q1 2015Q4 201815
WEBSTER BANK, N. A. 15150.00%0.00%0.01%Q1 2020Q3 202315
WADDELL & ASSOCIATES, LLC 15154.98%8.86%11.73%Q1 2020Q3 202315
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q4 2019Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.08%Q2 2013Q4 201615
Essex Financial Services, Inc. 1110.03%0.07%0.10%Q1 2017Q3 202315
PRIVATE TRUST CO NA 720.01%0.03%0.06%Q1 2013Q3 202315
Tidal Investments LLC 15150.05%0.14%0.29%Q1 2020Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.01%0.05%Q2 2013Q2 202115
Wealthcare Advisory Partners LLC 910.00%0.06%0.22%Q1 2018Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 1410.09%0.16%0.94%Q4 2014Q3 202015
Gray Wealth Management Inc. 15150.39%0.51%0.73%Q1 2020Q3 202315
Beaumont Financial Partners, LLC 870.03%1.88%5.12%Q1 2018Q1 202215
Retirement Group, LLC 1410.02%0.10%0.17%Q4 2019Q3 202315
LAZARD ASSET MANAGEMENT LLC 1140.00%0.00%0.00%Q3 2019Q3 202315
O'Brien Wealth Partners LLC 1410.08%0.77%1.31%Q1 2016Q3 202115
CLIENT 1ST ADVISORY GROUP, LLC 15150.32%0.43%1.36%Q1 2020Q3 202315
WestEnd Advisors, LLC 810.00%0.04%0.43%Q1 2018Q3 202315
Inscription Capital, LLC 1320.01%4.85%12.78%Q4 2018Q3 202315
Compass Ion Advisors, LLC 1410.11%5.94%16.18%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.04%0.04%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1052.00%2.35%3.29%Q4 2019Q3 202315
ARGI Investment Services, LLC 960.02%0.03%0.04%Q3 2016Q4 202215
CAROLINAS WEALTH CONSULTING LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.06%0.10%Q2 2016Q4 201915
N.E.W. Advisory Services LLC 1410.04%0.10%0.23%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
FIDUCIARY TRUST CO 15150.10%0.13%0.17%Q1 2020Q3 202315
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1412.38%2.50%2.66%Q4 2019Q3 202315
WINTRUST INVESTMENTS LLC 1110.03%0.07%0.12%Q2 2019Q3 202315
Jordan Park Group LLC 860.04%0.05%0.07%Q2 2019Q2 202314
Omnia Family Wealth, LLC 1110.45%0.74%2.47%Q4 2016Q1 202214
Archford Capital Strategies, LLC 14140.23%0.36%0.49%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.29%0.51%0.85%Q2 2020Q3 202314
JNBA Financial Advisors 510.00%0.26%3.35%Q1 2015Q4 201914
Ameritas Investment Partners, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 860.00%0.00%0.01%Q2 2014Q4 201914
Bridgewater Advisors Inc. 1130.54%0.86%1.17%Q4 2013Q3 202314
SRS Capital Advisors, Inc. 1040.01%0.01%0.01%Q1 2020Q3 202314
Cordasco Financial Network 14140.01%0.03%0.04%Q1 2019Q2 202214
BDO Wealth Advisors, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
FOUNDERS FINANCIAL SECURITIES LLC 640.04%2.43%4.53%Q1 2014Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
NORTHWEST WEALTH MANAGEMENT, LLC 14140.30%0.36%0.41%Q2 2020Q3 202314
Glassman Wealth Services 770.00%0.00%0.00%Q1 2020Q3 202314
ADIRONDACK TRUST CO 14140.01%0.02%0.04%Q2 2013Q3 201614
Winch Advisory Services, LLC 410.00%0.00%0.01%Q1 2014Q3 202314
One Capital Management, LLC 1130.03%0.05%0.09%Q4 2014Q3 202314
Voya Financial Advisors, Inc. 14140.03%0.07%0.12%Q2 2017Q3 202014
AVANTAX ADVISORY SERVICES, INC. 810.00%0.01%0.05%Q4 2018Q3 202314
Spruce Investment Advisors LLC 1310.00%2.78%7.75%Q2 2013Q3 201714
Alexandria Capital, LLC 14140.00%0.00%0.00%Q2 2014Q3 201714
Adero Partners, LLC 1130.15%0.40%1.31%Q1 2020Q3 202314
Pointe Capital Management LLC 14140.19%0.27%0.34%Q2 2020Q3 202314
CREDIT SUISSE AG/ 1010.00%0.00%0.03%Q1 2013Q4 202214
ROBINSON CAPITAL MANAGEMENT, LLC 810.08%0.16%0.29%Q4 2019Q3 202314
Arete Wealth Advisors, LLC 830.03%0.07%0.25%Q2 2019Q3 202314
LINCOLN NATIONAL CORP 810.01%0.05%0.11%Q4 2013Q2 202214
Lee Financial Co 14140.01%0.01%0.02%Q2 2020Q3 202314
Mraz, Amerine & Associates, Inc. 14140.06%0.09%0.14%Q2 2019Q3 202214
RESOURCES MANAGEMENT CORP /CT/ /ADV 1310.00%0.00%0.01%Q4 2018Q3 202214
Almanack Investment Partners, LLC. 1130.03%0.54%2.23%Q4 2016Q2 202214
AJ WEALTH STRATEGIES, LLC 14140.06%0.08%0.11%Q1 2020Q2 202314
SeaCrest Wealth Management, LLC 820.01%0.05%0.07%Q4 2017Q3 202314
Brookstone Capital Management 1010.07%0.26%1.07%Q3 2016Q3 202313
Schwab Charitable Fund 13130.05%0.11%0.16%Q1 2020Q1 202313
J.W. COLE ADVISORS, INC. 810.05%0.14%0.18%Q4 2019Q3 202313
Allworth Financial LP 13130.00%0.00%0.00%Q3 2020Q3 202313
LIBERTY WEALTH MANAGEMENT LLC 1210.04%0.11%0.22%Q4 2018Q3 202313
KWMG, LLC 13130.05%0.19%0.40%Q2 2016Q2 201913
CGN Advisors LLC 13130.05%0.09%0.13%Q4 2020Q4 202313
Mutual Advisors, LLC 13130.02%0.02%0.05%Q3 2020Q3 202313
MACROVIEW INVESTMENT MANAGEMENT LLC 920.00%0.34%1.72%Q2 2017Q3 202313
SIMPLEX TRADING, LLC 410.00%0.00%0.02%Q2 2015Q2 202213
IHT Wealth Management, LLC 510.00%0.05%0.36%Q1 2017Q3 202313
Kestra Advisory Services, LLC 13130.03%0.04%0.07%Q3 2020Q3 202313
Abacus Planning Group, Inc. 1030.07%0.14%0.23%Q1 2020Q3 202313
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
Cascade Investment Advisors, Inc. 13130.00%0.00%0.00%Q4 2018Q4 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Addison Capital Co 13130.74%1.31%2.48%Q3 2020Q3 202313
Apella Capital, LLC 1030.08%0.22%0.64%Q3 2020Q4 202313
First Ascent Asset Management, LLC 13130.66%0.78%0.98%Q3 2020Q3 202313
Corient Capital Partners, LLC 13130.04%0.09%0.30%Q3 2016Q3 201913
LPWM LLC 1210.09%0.24%0.58%Q4 2019Q2 202313
Elmwood Wealth Management, Inc. 710.01%0.01%0.01%Q1 2018Q4 202113
Patriot Financial Group Insurance Agency, LLC 610.00%0.00%0.01%Q4 2016Q4 202113
B. Riley Wealth Advisors, Inc. 13130.01%0.03%0.05%Q1 2020Q1 202313
MONTAG A & ASSOCIATES INC 13130.02%0.03%0.06%Q3 2020Q3 202313
Betterment LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Newton One Investments LLC 12124.46%5.87%9.31%Q4 2020Q3 202312
AdvicePeriod, LLC 12120.03%0.37%0.77%Q3 2018Q2 202112
TWO SIGMA SECURITIES, LLC 410.00%0.05%0.20%Q2 2017Q3 202312
Bank Julius Baer & Co. Ltd, Zurich 750.02%0.06%0.10%Q2 2020Q3 202312
Leith Wheeler Investment Counsel Ltd. 12120.03%0.04%0.04%Q1 2021Q4 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.04%0.12%0.22%Q4 2015Q3 201812
Ashfield Capital Partners, LLC 12120.02%0.05%0.09%Q3 2015Q2 201812
BAINCO INTERNATIONAL INVESTORS 12120.04%0.04%0.05%Q4 2017Q3 202012
Professional Financial Advisors, LLC 12120.02%1.50%5.53%Q4 2019Q3 202212
Mayflower Financial Advisors, LLC 12120.34%0.39%0.45%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.03%0.17%Q4 2020Q3 202312
Westside Investment Management, Inc. 610.00%0.01%0.01%Q3 2017Q3 202312
CAPITAL GUARDIAN TRUST CO 510.00%0.04%0.27%Q4 2014Q2 201912
Sheaff Brock Investment Advisors, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.23%0.33%0.43%Q4 2020Q3 202312
Price Wealth, LLC 12120.09%0.49%1.23%Q4 2017Q3 202012
HOWE & RUSLING INC 12120.00%0.00%0.01%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.01%0.02%Q3 2018Q3 202312
LGL PARTNERS, LLC 12120.05%0.11%0.24%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Huntington Steele LLC 12120.10%0.10%0.11%Q2 2013Q1 201612
HARDING LOEVNER LP 750.00%0.00%0.01%Q4 2019Q4 202212
Kavar Capital Partners, LLC 910.02%0.13%0.24%Q4 2013Q2 201912
Strategic Blueprint, LLC 1110.04%0.74%1.43%Q3 2019Q3 202312
Salient Capital Advisors, LLC 660.01%0.02%0.03%Q4 2013Q2 201712
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.11%0.13%0.21%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.03%0.06%0.13%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
STRATEGY ASSET MANAGERS LLC 12120.05%0.09%0.13%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.09%0.17%0.27%Q4 2020Q3 202312
Total Wealth Planning, LLC 750.42%0.72%1.04%Q3 2020Q3 202312
Hemington Wealth Management 12120.58%0.93%1.48%Q4 2020Q3 202312
Proficio Capital Partners LLC 710.00%0.95%3.35%Q4 2015Q3 202012
CFO4Life Group, LLC 12120.06%0.13%0.26%Q4 2020Q3 202312
UBP Investment Advisors SA 840.10%2.75%4.79%Q4 2017Q3 202212
Lehman Financial Resources, Inc. 12121.78%2.25%2.71%Q4 2015Q3 201812
TD ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q2 2017Q1 202012
Barry Investment Advisors, LLC 12120.17%1.78%3.24%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.11%0.15%0.22%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12120.16%0.26%0.42%Q4 2020Q3 202312
HM PAYSON & CO 910.00%0.00%0.01%Q2 2018Q3 202312
American Investment Services, Inc. 1110.07%0.34%0.38%Q2 2016Q3 202312
Red Wave Investments LLC 12125.29%5.58%5.81%Q4 2020Q3 202312
Columbus Macro, LLC 1110.22%0.74%1.02%Q4 2018Q3 202312
Capital Bank & Trust Co 420.00%0.16%0.81%Q2 2017Q4 202012
Beacon Pointe Advisors, LLC 12120.02%0.04%0.20%Q4 2020Q3 202312
Divergent Planning, LLC 12120.28%3.42%17.44%Q4 2020Q3 202312
QUADRANT CAPITAL GROUP LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.81%0.91%1.00%Q4 2020Q3 202312
ADE, LLC 12120.49%0.64%0.77%Q4 2020Q3 202312
Fermata Advisors, LLC 11110.10%0.50%1.46%Q1 2021Q3 202311
LETKO, BROSSEAU & ASSOCIATES INC 11110.01%0.03%0.10%Q1 2021Q3 202311
SUNTRUST BANKS INC 11110.00%0.01%0.01%Q1 2017Q3 201911
MBE Wealth Management, LLC 510.11%0.16%0.21%Q1 2020Q3 202311
SOUNDMARK WEALTH MANAGEMENT, LLC 830.11%0.16%0.25%Q4 2020Q3 202311
Flagship Private Wealth, LLC 740.19%0.23%0.29%Q4 2020Q3 202311
CreativeOne Wealth, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
GenTrust, LLC 11110.02%0.04%0.09%Q4 2018Q2 202111
FCG ADVISORS, LLC 11110.10%0.33%0.58%Q1 2018Q3 202011
SYNOVUS FINANCIAL CORP 830.00%0.00%0.00%Q4 2016Q4 201911
Circle Wealth Management, LLC 11110.07%0.11%0.13%Q4 2016Q2 201911
NORTHSTAR WEALTH PARTNERS LLC 11110.66%0.77%0.88%Q1 2018Q3 202011
RFG Advisory, LLC 11110.03%0.08%0.13%Q1 2021Q3 202311
Cabot-Wellington, LLC 11110.20%0.28%0.33%Q4 2020Q2 202311
Live Your Vision, LLC 1010.00%0.00%0.01%Q3 2015Q1 201911
HBK Sorce Advisory LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
NORRIS PERNE & FRENCH LLP/MI 11110.03%0.04%0.06%Q1 2021Q3 202311
SEGALL BRYANT & HAMILL, LLC 510.00%0.00%0.01%Q1 2013Q2 202311
Wealthspire Advisors, L.P. 11110.00%0.00%0.01%Q3 2016Q1 201911
Horizon Investments, LLC 610.00%0.53%0.79%Q1 2014Q3 202311
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
FIRST FINANCIAL CORP /IN/ 650.01%0.03%0.05%Q2 2019Q3 202311
Spire Wealth Management 11110.08%0.09%0.11%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.03%0.10%0.25%Q1 2014Q1 201711
VISTA CAPITAL PARTNERS, INC. 830.03%0.06%0.11%Q2 2015Q3 202311
NVWM, LLC 830.00%0.14%0.23%Q1 2018Q4 202211
NORTHERN CAPITAL MANAGEMENT LLC 1010.13%0.42%0.84%Q1 2016Q4 201811
Benchmark Wealth Management, LLC 1010.15%0.46%0.92%Q4 2019Q3 202311
LOOMIS SAYLES & CO L P 510.00%0.00%0.00%Q3 2018Q3 202311
Legacy Private Trust Co. 310.02%0.13%0.39%Q2 2013Q3 201811
Braun-Bostich & Associates Inc. 740.03%0.04%0.05%Q4 2017Q3 202011
Clear Harbor Asset Management, LLC 910.00%0.04%0.06%Q4 2019Q3 202311
Efficient Market Advisors, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
Bogart Wealth, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Tacita Capital Inc 11110.14%0.16%0.18%Q1 2021Q3 202311
Capital World Investors 520.00%0.00%0.00%Q4 2019Q4 202211
McClarren Financial Advisors, Inc. 650.04%0.07%0.14%Q4 2020Q3 202311
DOLIVER ADVISORS, LP 620.08%0.30%0.80%Q3 2019Q2 202311
Lake Point Wealth Management 520.14%2.01%6.83%Q4 2018Q2 202210
BRANDYWINE MANAGERS, LLC 101020.65%26.05%30.00%Q3 2015Q4 201710
Merit Financial Group, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
TCG Advisory Services, LLC 730.40%0.63%0.78%Q1 2021Q3 202310
GARRISON POINT ADVISORS, LLC 10100.30%0.31%0.32%Q2 2021Q3 202310
Plante Moran Financial Advisors, LLC 10100.00%0.02%0.03%Q2 2021Q3 202310
Karpus Management, Inc. 10100.04%0.29%0.69%Q2 2021Q3 202310
InterOcean Capital Group, LLC 820.02%0.03%0.04%Q1 2021Q3 202310
Mosaic Family Wealth, LLC 640.06%0.16%0.35%Q4 2017Q4 202110
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 910.01%0.02%0.04%Q4 2014Q3 202310
COLDSTREAM CAPITAL MANAGEMENT INC 510.00%0.03%0.04%Q4 2017Q3 202310
1832 Asset Management L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Truepoint, Inc. 820.01%0.02%0.02%Q4 2020Q2 202310
COMMERCE BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.03%0.21%0.52%Q1 2017Q1 202010
COMERICA SECURITIES,INC. 510.01%0.05%0.20%Q1 2019Q3 202310
Seven Springs Wealth Group, LLC 10100.09%0.10%0.16%Q4 2019Q1 202210
Charter Oak Capital Management, LLC 730.01%0.03%0.19%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.05%Q1 2021Q3 202310
HSBC HOLDINGS PLC 520.00%0.00%0.00%Q3 2013Q2 202210
Jasper Ridge Partners, L.P. 910.10%0.21%0.33%Q1 2020Q3 202310
Moors & Cabot, Inc. 520.01%0.05%0.11%Q2 2014Q3 202310
BAILARD, INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
OAK FAMILY ADVISORS, LLC 730.09%0.12%0.19%Q4 2020Q2 202310
First Horizon Advisors, Inc. 510.00%0.01%0.02%Q1 2016Q4 202110
TCTC Holdings, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.00%0.00%Q3 2017Q3 202310
Syverson Strege & Co 10100.01%0.02%0.03%Q4 2020Q1 202310
West Branch Capital LLC 10100.07%0.07%0.08%Q2 2021Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.03%0.04%Q4 2018Q1 202110
Doyle Wealth Management 810.02%0.02%0.03%Q4 2018Q3 202210
1834 INVESTMENT ADVISORS CO 640.00%0.00%0.00%Q2 2019Q2 202210
CITIZENS FINANCIAL GROUP INC/RI 710.01%0.02%0.04%Q1 2020Q3 202310
Golden State Wealth Management, LLC 610.28%0.47%0.72%Q1 2019Q4 202110
Paragon Advisors, LLC 10100.13%0.74%2.92%Q2 2021Q3 202310
PRW Wealth Management LLC 420.04%0.20%0.31%Q4 2018Q2 202210
BNP PARIBAS FINANCIAL MARKETS 10100.00%0.00%0.01%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.10%0.39%0.67%Q4 2020Q1 202310
ANDERSON HOAGLAND & CO 610.03%0.09%0.20%Q1 2018Q1 202210
UNITED SERVICES AUTOMOBILE ASSOCIATION 710.00%0.10%0.42%Q4 2016Q4 202010
Prentice Wealth Management LLC 557.44%8.52%9.47%Q1 2021Q3 202310
Nachman Norwood & Parrott, Inc 550.03%0.05%0.07%Q4 2018Q2 202110
Resolute Advisors LLC 10100.00%0.03%0.07%Q2 2021Q3 202310
VSR Financial Services, Inc. 10100.05%0.10%0.13%Q1 2014Q2 201610
PIN OAK INVESTMENT ADVISORS INC 820.00%0.01%0.01%Q2 2020Q3 202310
Laird Norton Wetherby Trust Company, LLC 990.12%0.70%2.43%Q3 2021Q3 20239
Wealthspire Advisors, LLC 610.01%0.41%0.68%Q4 2020Q3 20239
Trexquant Investment LP 510.02%0.03%0.07%Q4 2019Q2 20239
Baystate Wealth Management LLC 810.00%0.00%0.00%Q3 2019Q3 20239
Five Oceans Advisors 990.25%0.30%0.41%Q3 2021Q3 20239
UBS ASSET MANAGEMENT AMERICAS INC 810.00%0.00%0.00%Q1 2017Q3 20199
Sigma Investment Management Co 990.13%0.47%0.64%Q1 2013Q1 20159
Bridgewater Wealth & Financial Management, LLC 810.12%0.14%0.16%Q4 2014Q2 20179
Yorktown Management & Research Co Inc 720.05%0.27%1.24%Q2 2013Q4 20179
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
Liberty Capital Management, Inc. 540.12%0.14%0.14%Q2 2019Q3 20219
Stonehage Fleming Financial Services Holdings Ltd 990.16%0.19%0.35%Q1 2020Q1 20229
Retirement Planning Group, LLC 540.03%0.05%0.09%Q1 2019Q1 20229
Joseph P. Lucia & Associates, LLC 540.00%0.01%0.01%Q2 2019Q3 20219
BigSur Wealth Management LLC 990.08%0.09%0.10%Q3 2021Q3 20239
BOKF, NA 630.00%0.02%0.04%Q4 2018Q3 20239
Sage Mountain Advisors LLC 420.00%0.15%0.39%Q1 2021Q3 20239
Brinker Capital Investments, LLC 410.00%0.09%0.24%Q4 2014Q4 20199
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 996.51%9.07%12.46%Q2 2020Q2 20229
GoalFusion Wealth Management, LLC 9912.30%13.31%14.38%Q4 2021Q4 20239
SEI INVESTMENTS CO 710.00%0.00%0.02%Q1 2015Q2 20189
Sterling Capital Management LLC 990.00%0.01%0.01%Q4 2016Q4 20189
Wealthfront Advisers LLC 810.00%0.00%0.01%Q2 2021Q3 20239
Murphy, Middleton, Hinkle & Parker, Inc. 630.12%0.13%0.14%Q4 2020Q3 20239
Newman & Schimel, LLC 994.12%10.15%14.26%Q4 2020Q4 20229
BBR PARTNERS, LLC 540.44%2.11%4.61%Q2 2013Q3 20159
PLANNING DIRECTIONS INC 990.17%0.58%1.19%Q3 2021Q3 20239
Checchi Capital Advisers, LLC 610.01%0.12%0.66%Q1 2016Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
RONALD BLUE & CO LLC 990.01%0.04%0.07%Q2 2013Q2 20159
LAKE STREET ADVISORS GROUP, LLC 810.03%0.13%0.20%Q4 2017Q3 20239
CAMDEN NATIONAL BANK 990.05%0.06%0.07%Q4 2019Q4 20219
American Money Management, LLC 990.14%0.15%0.17%Q3 2021Q3 20239
Renaissance Technologies 210.00%0.00%0.00%Q2 2018Q3 20239
WFG Advisors, LP 420.00%0.07%0.25%Q2 2013Q2 20179
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 520.00%0.04%0.07%Q3 2020Q3 20239
Sterneck Capital Management, LLC 540.14%0.25%0.35%Q1 2016Q1 20209
4Thought Financial Group Inc. 810.00%0.05%0.13%Q2 2021Q3 20239
Empirical Finance, LLC 510.03%0.12%0.34%Q1 2018Q3 20229
EverSource Wealth Advisors, LLC 880.28%0.37%0.47%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.04%0.06%0.14%Q4 2021Q3 20238
Ameritas Investment Company, LLC 530.01%0.05%0.11%Q3 2019Q3 20218
Silver Oak Advisory Group, Inc. 880.69%0.75%0.80%Q4 2021Q3 20238
Allie Family Office LLC 882.53%2.79%3.35%Q4 2021Q3 20238
STUDIO INVESTMENT MANAGEMENT LLC 880.79%1.23%1.43%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Quantitative Systematic Strategies LLC 881.37%26.89%100.00%Q1 2020Q4 20218
RS CRUM INC. 880.11%0.15%0.26%Q4 2021Q3 20238
HORIZON FINANCIAL SERVICES, LLC 530.07%0.29%0.68%Q2 2021Q3 20238
HB Wealth Management, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
OKABENA INVESTMENT SERVICES INC 530.00%3.02%5.38%Q1 2020Q3 20238
PFG Advisors 530.03%0.04%0.05%Q2 2021Q3 20238
BERNZOTT CAPITAL ADVISORS 710.03%0.32%0.79%Q3 2021Q3 20238
Warren Street Wealth Advisors, LLC 880.80%0.94%1.13%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 881.25%1.73%2.23%Q4 2021Q3 20238
Tanager Wealth Management LLP 880.39%0.53%0.72%Q4 2021Q3 20238
Bryn Mawr Capital Management, LLC 710.20%0.29%0.51%Q3 2018Q3 20208
ALESCO ADVISORS LLC 620.01%0.01%0.01%Q4 2020Q2 20238
Treynor Bancshares, Inc. 881.28%1.41%1.58%Q4 2021Q3 20238
MID CONTINENT CAPITAL LLC/IL 880.02%0.02%0.03%Q4 2013Q3 20158
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.05%0.08%0.10%Q4 2019Q3 20218
SAX WEALTH ADVISORS, LLC 880.13%0.14%0.16%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.02%0.04%Q4 2019Q3 20218
Index Fund Advisors, Inc. 880.05%0.06%0.12%Q4 2021Q3 20238
Hanson & Doremus Investment Management 510.00%0.01%0.06%Q2 2018Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.09%0.10%0.11%Q4 2021Q3 20238
Orcam Financial Group 8810.36%10.78%11.65%Q4 2021Q3 20238
Guidant Wealth Advisors 440.28%0.31%0.37%Q3 2016Q3 20198
NewEdge Wealth, LLC 880.43%0.53%0.62%Q4 2021Q3 20238
Ameliora Wealth Management Ltd. 885.60%12.86%29.18%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.19%0.25%0.30%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.19%0.90%4.58%Q4 2021Q3 20238
Intelligent Financial Strategies 880.34%2.71%8.37%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
AGINCOURT CAPITAL MANAGEMENT, LLC 8848.72%53.14%55.95%Q4 2021Q3 20238
Yarbrough Capital, LLC 882.14%2.42%2.92%Q4 2021Q3 20238
Cerity Partners LLC 880.04%0.11%0.16%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FLPUTNAM INVESTMENT MANAGEMENT CO 880.02%0.02%0.02%Q3 2019Q2 20218
Trust Asset Management LLC 8815.80%19.22%24.30%Q1 2017Q4 20188
SALEM INVESTMENT COUNSELORS INC 620.00%0.00%0.00%Q3 2021Q3 20238
DHK Financial Advisors, Inc. 8813.54%15.69%20.08%Q4 2021Q3 20238
Concord Wealth Partners 320.00%0.00%0.00%Q1 2021Q2 20238
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
Intergy Private Wealth, LLC 882.31%3.46%7.08%Q4 2021Q3 20238
TIFF ADVISORY SERVICES, LLC 532.26%6.60%15.75%Q2 2013Q3 20238
First Pacific Advisors, LP 880.00%0.01%0.02%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.55%0.76%0.84%Q4 2021Q3 20238
Independence Advisors, LLC 410.04%0.07%0.10%Q3 2016Q3 20208
Endowment Wealth Management, Inc. 882.19%2.67%3.03%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.22%0.31%0.44%Q4 2021Q3 20238
Carnegie Capital Asset Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.46%0.57%0.74%Q4 2021Q3 20238
Compagnie Lombard Odier SCmA 880.01%0.01%0.04%Q1 2015Q4 20168
FIRST COMMUNITY TRUST NA 880.32%0.36%0.42%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Column Capital Advisors, LLC 880.01%0.01%0.03%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.00%0.03%0.08%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.29%0.36%0.46%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 881.60%1.67%1.72%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.63%0.70%0.99%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.04%0.08%0.12%Q4 2021Q3 20238
Smith, Salley & Associates 880.02%0.02%0.02%Q4 2020Q3 20228
Klingman & Associates, LLC 880.02%0.03%0.03%Q4 2014Q3 20168
SC&H Financial Advisors, Inc. 880.56%0.79%1.05%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.03%0.05%0.10%Q4 2021Q3 20238
Applied Capital LLC 880.18%0.25%0.34%Q1 2021Q4 20228
Objective Capital Management, LLC 880.37%0.38%0.40%Q4 2021Q3 20238
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 880.06%0.91%4.12%Q4 2020Q3 20228
Gleason Group, Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
SCHRODERS IS Ltd 880.38%20.09%59.28%Q1 2021Q4 20228
Orion Portfolio Solutions, LLC 410.00%0.01%0.02%Q4 2019Q3 20238
Bell Rock Capital LLC 710.00%0.01%0.05%Q3 2017Q4 20198
MAS Advisors LLC 881.45%1.77%2.15%Q4 2021Q3 20238
Trevian Wealth Management LLC 610.52%0.65%0.81%Q4 2021Q3 20237
BARINGS LLC 770.47%1.21%2.44%Q1 2022Q3 20237
BAR HARBOR TRUST SERVICES 770.89%1.04%1.29%Q2 2013Q4 20147
Asset Management Group, Inc. 410.04%0.05%0.08%Q3 2019Q3 20237
Rainier Group Investment Advisory LLC 770.37%0.44%0.50%Q4 2016Q2 20187
BREWIN DOLPHIN LTD 770.00%0.01%0.01%Q4 2020Q2 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.02%0.07%Q4 2020Q4 20227
Lighthouse Investment Partners, LLC 770.38%2.11%6.91%Q1 2022Q3 20237
Financial Advocates Investment Management 610.00%0.03%0.11%Q4 2017Q1 20227
Sterling Investment Advisors, Ltd. 520.01%0.04%0.08%Q2 2021Q3 20237
INR ADVISORY SERVICES LLC 770.00%0.00%0.00%Q2 2013Q4 20147
THOMPSON DAVIS & CO., INC. 770.01%0.02%0.02%Q1 2015Q3 20167
MEANS INVESTMENT CO., INC. 770.14%0.45%0.65%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.02%0.04%Q2 2013Q4 20147
Moloney Securities Asset Management, LLC 770.09%0.34%0.46%Q4 2017Q2 20197
Atria Wealth Solutions, Inc. 770.04%0.05%0.05%Q1 2022Q3 20237
Psagot Value Holdings Ltd. 310.00%0.00%0.00%Q1 2015Q1 20207
Crewe Advisors LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.04%0.04%0.04%Q2 2020Q4 20217
FormulaFolio Investments, LLC 770.18%0.27%0.34%Q4 2019Q2 20217
Integrated Wealth Management 770.06%0.07%0.07%Q1 2015Q3 20167
Constellation Wealth Advisors, LLC 610.05%0.23%0.40%Q4 2013Q3 20157
Edge Advisors, LLC 770.01%0.02%0.02%Q4 2016Q2 20187
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Geometric Wealth Advisors 770.08%0.19%0.82%Q1 2022Q3 20237
Collaborative Wealth Managment Inc. 610.28%0.31%0.33%Q1 2021Q3 20237
Aveo Capital Partners, LLC 510.13%0.43%1.26%Q2 2018Q3 20237
Edgehill Endowment Partners, LLC 774.48%19.23%24.38%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 320.00%0.24%1.53%Q2 2021Q3 20237
Atria Investments, Inc 410.02%0.21%0.41%Q1 2017Q4 20227
Ausdal Financial Partners, Inc. 610.04%0.12%0.16%Q4 2015Q3 20187
Procyon Advisors, LLC 310.03%0.05%0.07%Q4 2019Q3 20237
Cheviot Value Management, LLC 770.07%0.08%0.08%Q1 2022Q3 20237
Equitable Holdings, Inc. 520.00%0.01%0.01%Q3 2021Q3 20237
Investments & Financial Planning, LLC 436.27%6.76%7.37%Q4 2021Q3 20237
Virtu KCG Holdings LLC 320.00%0.02%0.04%Q3 2013Q1 20177
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Trellis Advisors, LLC 770.15%0.15%0.16%Q1 2022Q3 20237
BRAVE ASSET MANAGEMENT INC 610.09%0.66%0.84%Q4 2018Q4 20207
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.01%0.01%0.01%Q4 2020Q2 20227
RAYMOND JAMES TRUST N.A. 610.01%0.03%0.03%Q4 2021Q3 20237
SHAPIRO ROBERT N 770.02%0.09%0.12%Q2 2013Q4 20147
Bison Wealth, LLC 770.23%0.26%0.27%Q1 2020Q3 20217
ANGELES WEALTH MANAGEMENT, LLC 776.71%8.92%10.32%Q1 2022Q3 20237
KB FINANCIAL PARTNERS, LLC 770.00%0.02%0.05%Q1 2022Q3 20237
Sierra Capital LLC 520.00%0.02%0.08%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.01%0.02%0.02%Q4 2021Q3 20237
Systelligence, LLC 771.45%3.34%8.02%Q4 2020Q2 20227
OAK HARBOR WEALTH PARTNERS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 771.66%1.84%1.98%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 770.00%0.00%0.01%Q4 2016Q2 20187
ACG Wealth 770.04%0.04%0.05%Q1 2017Q3 20187
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.04%0.07%0.09%Q1 2022Q3 20237
Sound Income Strategies, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.06%0.07%0.09%Q4 2021Q2 20237
CGOV Asset Management 770.03%3.33%4.95%Q3 2016Q1 20187
Asset Planning Services, Ltd. 770.01%0.01%0.02%Q2 2017Q4 20187
ADVISOR PARTNERS LLC 770.02%0.02%0.02%Q3 2020Q1 20227
CONCORD ASSET MANAGEMENT LLC 770.09%0.15%0.22%Q2 2013Q4 20147
BRR OpCo, LLC 770.06%0.06%0.06%Q1 2021Q3 20227
Addison Advisors LLC 770.00%0.05%0.17%Q1 2022Q3 20237
AF Advisors, Inc. 310.12%0.16%0.21%Q4 2019Q2 20227
HRT FINANCIAL LP 310.00%0.02%0.08%Q2 2019Q3 20237
Diversified, LLC 770.29%0.35%0.47%Q3 2021Q1 20237
HL FINANCIAL SERVICES LLC 770.01%0.01%0.02%Q2 2013Q4 20147
NWAM LLC 430.03%0.09%0.15%Q3 2021Q3 20237
Family Management Corp 660.19%0.27%0.32%Q4 2018Q1 20206
MANAGED ACCOUNT SERVICES INC 660.07%0.08%0.12%Q2 2020Q3 20216
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
USCA RIA LLC 660.17%0.22%0.26%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
QS Investors, LLC 420.00%0.00%0.00%Q4 2014Q1 20176
Brio Consultants, LLC 660.11%0.16%0.29%Q4 2018Q1 20206
Evensky & Katz LLC 660.00%0.00%0.00%Q1 2020Q2 20216
NOMURA ASSET MANAGEMENT CO LTD 420.00%0.00%0.00%Q1 2019Q3 20236
Pensionmark Financial Group, LLC 420.05%0.06%0.06%Q4 2021Q3 20236
Highmount Capital, LLC 660.41%1.33%3.65%Q1 2014Q2 20156
Wagner Wealth Management, LLC 420.01%0.01%0.01%Q1 2021Q3 20226
SteelBridge Private Wealth Advisors LLC 661.92%2.58%3.64%Q1 2016Q2 20176
FIRST INTERSTATE BANK 660.04%0.05%0.06%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 663.33%3.86%4.16%Q2 2022Q3 20236
City State Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Beaumont Capital Management, LLC 660.15%0.25%0.44%Q4 2020Q1 20226
GUYASUTA INVESTMENT ADVISORS INC 330.01%0.02%0.02%Q2 2019Q4 20216
Verdence Capital Advisors LLC 660.07%0.07%0.08%Q2 2022Q3 20236
American Trust 660.06%0.09%0.12%Q1 2022Q2 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.08%0.11%Q2 2021Q4 20226
PagnatoKarp Partners LLC 660.17%0.20%0.22%Q4 2018Q1 20206
Hamilton Wealth, LLC 663.42%5.63%9.34%Q4 2018Q1 20206
Global Endowment Management, LP 661.02%1.27%1.56%Q2 2022Q3 20236
FIRST FOUNDATION ADVISORS 660.03%0.03%0.04%Q2 2022Q3 20236
BCR Wealth Strategies, LLC 420.08%0.13%0.21%Q4 2021Q3 20236
WJ Interests, LLC 6613.10%17.88%19.44%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Aevitas Wealth Management, Inc. 660.03%0.03%0.03%Q4 2017Q1 20196
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
Three Bridge Wealth Advisors, LLC 661.09%3.04%4.00%Q2 2022Q3 20236
Legacy Advisors, LLC 420.00%0.00%0.00%Q4 2017Q2 20196
RAND WEALTH, LLC 660.03%0.03%0.03%Q2 2017Q3 20186
Edge Capital Group, LLC 660.02%0.02%0.03%Q3 2020Q4 20216
Aptus Capital Advisors, LLC 510.00%0.00%0.01%Q4 2020Q3 20236
QCM Cayman, Ltd. 660.24%0.93%1.46%Q2 2020Q3 20216
Sonora Investment Management, LLC 410.00%0.00%0.00%Q4 2017Q3 20216
ATWOOD & PALMER INC 660.00%0.00%0.00%Q2 2022Q3 20236
Connectus Wealth, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
NOTTINGHAM ADVISORS, INC. 660.14%0.97%2.66%Q2 2022Q3 20236
PINNACLE ASSOCIATES LTD 660.01%0.02%0.04%Q2 2022Q3 20236
D'Orazio & Associates, Inc. 420.02%0.03%0.03%Q4 2015Q2 20176
Cardinal Strategic Wealth Guidance 510.00%0.09%0.12%Q1 2022Q3 20236
JONES FINANCIAL COMPANIES LLLP 660.00%0.00%0.00%Q2 2022Q3 20236
Pinnacle Wealth Management Advisory Group, LLC 660.05%0.17%0.24%Q2 2022Q3 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Qube Research & Technologies Ltd 210.00%0.01%0.04%Q4 2019Q3 20236
Quaker Wealth Management, LLC 660.24%0.25%0.27%Q4 2019Q1 20216
Johnson Financial Group, Inc. 420.00%0.00%0.00%Q1 2021Q3 20236
SELDON CAPITAL LP 513.73%4.90%6.05%Q4 2021Q3 20236
SG Americas Securities, LLC 330.01%0.05%0.10%Q2 2016Q2 20226
First Western Trust Bank 660.02%0.02%0.02%Q1 2022Q2 20236
Coston, McIsaac & Partners 660.81%0.90%1.17%Q2 2022Q3 20236
BHK Investment Advisors, LLC 660.18%0.20%0.24%Q4 2017Q1 20196
Compass Advisory Group LLC 660.13%0.69%0.90%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RETIREMENT CAPITAL STRATEGIES 420.10%0.11%0.13%Q4 2017Q4 20196
University of Tennessee 6662.60%67.56%71.10%Q4 2017Q1 20196
HighTower Trust Company, N.A. 660.14%0.17%0.22%Q1 2016Q2 20176
Bank of Kentucky, Inc. 550.01%0.01%0.01%Q3 2013Q3 20145
Berger Financial Group, Inc 310.03%0.04%0.04%Q4 2020Q4 20225
CIBC BANK USA 550.08%0.08%0.08%Q4 2018Q4 20195
DAVENPORT & Co LLC 410.00%0.01%0.01%Q2 2019Q3 20215
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV 5569.65%76.37%80.59%Q3 2014Q3 20155
Sageworth Trust Co of South Dakota 551.77%1.95%2.17%Q1 2022Q1 20235
Virtu Financial LLC 210.03%0.04%0.07%Q3 2014Q3 20195
CATALYST PRIVATE WEALTH, LLC 410.12%0.45%0.90%Q3 2020Q2 20225
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Edge Wealth Management LLC 550.01%0.01%0.01%Q2 2018Q2 20195
FIDUCIARY TRUST INTERNATIONAL LLC 551.24%1.55%1.74%Q3 2014Q3 20155
Verus Financial Partners, Inc. 410.03%0.04%0.07%Q3 2020Q3 20235
Portfolio Strategies Inc 550.12%0.13%0.15%Q4 2016Q4 20175
Bedel Financial Consulting, Inc. 550.02%0.02%0.03%Q1 2021Q1 20225
HC FINANCIAL ADVISORS INC 320.03%0.04%0.04%Q1 2020Q2 20225
People's United Financial, Inc. 550.01%0.01%0.02%Q2 2019Q2 20205
Insight Advisors, LLC/ PA 550.07%0.08%0.08%Q4 2020Q4 20215
Fragasso Group Inc. 410.03%0.04%0.08%Q3 2022Q4 20235
DRIEHAUS CAPITAL MANAGEMENT LLC 210.00%0.01%0.01%Q4 2015Q3 20215
CIDEL ASSET MANAGEMENT INC 550.01%0.12%0.20%Q3 2017Q3 20185
WealthSpring Partners, LLC 550.60%0.88%1.31%Q3 2022Q3 20235
InterOcean Capital, LLC 550.02%0.07%0.09%Q4 2018Q4 20195
West Family Investments, Inc. 210.40%0.60%0.80%Q3 2021Q3 20235
Callan Capital, LLC 410.05%0.05%0.06%Q2 2014Q3 20235
Chanos & Co LP 552.84%3.59%4.21%Q4 2016Q4 20175
SVB Investment Services Inc. 550.03%0.04%0.04%Q4 2019Q4 20205
Providence Capital Advisors, LLC 550.00%0.01%0.04%Q1 2022Q1 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Wakefield Asset Management LLLP 550.22%0.25%0.28%Q3 2022Q3 20235
FourThought Financial, LLC 550.01%0.04%0.05%Q4 2020Q4 20215
Dakota Wealth Management 550.03%0.04%0.06%Q2 2021Q2 20225
WESTPORT RESOURCES MANAGEMENT INC 550.00%0.01%0.01%Q2 2015Q2 20165
SHEPHERD KAPLAN KROCHUK, LLC 550.60%0.73%0.97%Q4 2018Q4 20195
Dalton Investments LLC 550.06%0.07%0.07%Q4 2013Q4 20145
SteelPeak Wealth, LLC 410.02%0.18%0.43%Q4 2021Q3 20235
Avion Wealth 550.01%0.01%0.01%Q3 2022Q3 20235
Visionary Wealth Advisors 550.03%0.29%0.74%Q4 2019Q4 20205
BlackRock Investment Management, LLC 210.00%0.00%0.01%Q4 2014Q4 20165
BROWN BROTHERS HARRIMAN & CO 320.00%0.00%0.00%Q3 2015Q2 20185
Windsor Wealth Management, Inc. 310.07%0.11%0.17%Q1 2018Q2 20205
B. Riley Wealth Management, Inc. 550.03%0.04%0.04%Q1 2019Q1 20205
Foster Group, Inc. 550.14%0.23%0.35%Q3 2022Q3 20235
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 550.04%0.10%0.16%Q1 2022Q1 20235
CAPITAL ADVISORS INC/OK 550.01%0.01%0.02%Q4 2016Q4 20175
CONSILIO WEALTH ADVISORS, LLC 550.76%1.17%1.65%Q3 2022Q3 20235
Hoover Financial Advisors, Inc. 550.01%0.01%0.02%Q2 2020Q2 20215
Lenox Wealth Management, Inc. 550.01%0.01%0.02%Q2 2019Q2 20205
RHS Financial, LLC 410.18%0.24%0.39%Q1 2020Q3 20235
Banque Cantonale Vaudoise 310.01%0.01%0.02%Q4 2020Q3 20235
WESPAC Advisors SoCal, LLC 550.08%0.69%1.14%Q4 2018Q4 20195
Running Point Capital Advisors, LLC 550.00%0.38%0.50%Q4 2020Q4 20215
Ratio Wealth Group 320.12%0.17%0.22%Q2 2022Q3 20235
True North Advisors, LLC 550.30%0.55%0.81%Q3 2021Q3 20225
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.02%Q2 2015Q3 20165
DRW Securities, LLC 210.06%0.33%0.89%Q1 2019Q2 20235
Koshinski Asset Management, Inc. 210.11%0.26%0.68%Q1 2017Q1 20205
WEALTHFRONT Corp 210.00%0.00%0.01%Q4 2014Q3 20185
Goodman Financial Corp 410.04%0.06%0.06%Q4 2017Q1 20225
Summit Rock Advisors, LP 321.94%17.83%45.26%Q4 2020Q3 20225
Phoenix Holdings Ltd. 310.00%0.03%0.14%Q1 2021Q2 20235
Cassady Schiller Wealth Management, LLC 410.00%0.01%0.04%Q4 2021Q3 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.00%0.01%0.01%Q1 2021Q1 20225
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Exchange Capital Management, Inc. 550.01%0.01%0.01%Q3 2013Q3 20145
Regal Investment Advisors LLC 410.02%0.02%0.03%Q4 2020Q1 20225
Compass Financial Group, INC/SD 550.29%0.32%0.36%Q4 2022Q4 20235
MBA Advisors LLC 440.11%0.16%0.20%Q1 2021Q4 20214
Sandy Spring Bank 440.00%0.00%0.00%Q1 2018Q4 20184
Avestar Capital, LLC 220.00%0.17%0.41%Q1 2019Q1 20204
TOWNSQUARE CAPITAL LLC 440.00%0.01%0.01%Q4 2022Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.10%0.11%0.12%Q4 2019Q3 20204
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.01%Q1 2021Q4 20214
Brick & Kyle, Associates 440.01%0.01%0.01%Q4 2014Q3 20154
Strait & Sound Wealth Management LLC 440.59%0.68%0.73%Q4 2022Q3 20234
Accel Wealth Management 310.01%0.01%0.01%Q4 2020Q4 20214
Gerber Kawasaki Wealth & Investment Management 440.02%0.03%0.04%Q4 2020Q3 20214
PayPay Securities Corp 440.18%0.51%0.90%Q4 2022Q3 20234
Corient Private Wealth LLC 440.13%0.14%0.17%Q4 2022Q3 20234
Verum Partners LLC 440.21%0.41%0.52%Q4 2022Q3 20234
BOS Asset Management, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Portfolio Strategies, Inc. 440.00%0.00%0.01%Q4 2017Q3 20184
WoodTrust Financial Corp 210.13%1.66%5.56%Q4 2018Q4 20224
Merriman Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CITY HOLDING CO 440.00%0.00%0.00%Q2 2021Q1 20224
CornerStone Partners LLC 443.25%5.17%6.25%Q4 2019Q3 20204
SCOTIA CAPITAL INC. 210.01%0.01%0.03%Q3 2014Q4 20224
Lansing Street Advisors 440.25%0.26%0.26%Q3 2022Q2 20234
JTC Employer Solutions Trustee Ltd 440.06%0.07%0.07%Q4 2022Q3 20234
Kendall Capital Management 440.16%0.21%0.30%Q4 2022Q3 20234
Drystone LLC 440.80%0.84%0.92%Q4 2021Q3 20224
TCF National Bank 310.95%1.11%1.40%Q1 2020Q1 20214
MYECFO, LLC 443.64%4.13%4.77%Q4 2022Q3 20234
Meridian Wealth Advisors, LLC 440.19%0.21%0.23%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.09%0.24%0.35%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PERSONAL FINANCIAL CONSULTANTS INC /ADV 441.14%1.16%1.17%Q3 2018Q2 20194
Aspen Grove Capital, LLC 441.42%2.27%3.05%Q4 2022Q3 20234
Walleye Trading LLC 310.00%0.00%0.00%Q3 2015Q4 20164
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
Operose Advisors LLC 440.02%0.03%0.04%Q4 2021Q3 20224
ROCKEFELLER FINANCIAL SERVICES INC 440.01%0.01%0.01%Q3 2016Q2 20174
Windsor Advisory Group, LLC 443.72%3.89%4.11%Q4 2022Q3 20234
Boxwood Ventures, Inc. 444.05%4.70%4.98%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.00%0.00%0.01%Q4 2022Q3 20234
EVERGREEN CAPITAL MANAGEMENT LLC 440.02%0.03%0.03%Q1 2021Q4 20214
Calamos Wealth Management LLC 440.05%0.06%0.07%Q1 2017Q4 20174
Ruedi Wealth Management, Inc. 440.83%0.89%0.94%Q4 2022Q3 20234
Savant Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Certified Advisory Corp 310.02%0.07%0.09%Q3 2018Q1 20224
Johnson & White Wealth Management, LLC 310.25%1.29%1.94%Q3 2022Q3 20234
Janney Capital Management LLC 110.01%0.05%0.12%Q4 2016Q1 20204
Tillman Hartley LLC 440.10%0.11%0.12%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 310.04%0.10%0.13%Q4 2021Q2 20234
Olistico Wealth, LLC 440.36%0.37%0.40%Q4 2022Q3 20234
Madrone Advisors, LLC 440.83%5.81%11.69%Q4 2022Q3 20234
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 440.02%0.02%0.03%Q4 2013Q3 20144
ARGENT TRUST COMPANY, N.A. 440.09%0.10%0.10%Q2 2014Q1 20154
DecisionPoint Financial, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Energy Opportunities Capital Management, LLC 440.69%0.80%0.85%Q3 2014Q2 20154
VICTORY CAPITAL MANAGEMENT INC 440.44%0.47%0.49%Q1 2021Q4 20214
TEXAS TREASURY SAFEKEEPING TRUST CO 4425.84%28.05%30.17%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.00%0.01%Q4 2022Q3 20234
Matisse Capital 440.06%0.12%0.19%Q2 2021Q1 20224
MainStreet Investment Advisors LLC 310.05%0.05%0.05%Q2 2020Q4 20214
Ethos Financial Group, LLC 442.43%3.70%4.38%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.42%0.51%0.67%Q4 2022Q3 20234
CITIZENS & NORTHERN CORP 440.08%0.08%0.08%Q2 2021Q1 20224
MELFA WEALTH MANAGEMENT, INC. 440.22%0.26%0.30%Q4 2022Q3 20234
Lakewood Asset Management LLC 441.82%2.13%2.30%Q4 2022Q3 20234
Sonoma Private Wealth LLC 441.28%1.35%1.44%Q4 2022Q3 20234
Ledge Wealth Management, Inc. 440.38%0.43%0.53%Q4 2022Q3 20234
Archer Investment Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Fusion Family Wealth LLC 440.00%0.00%0.00%Q2 2017Q1 20184
NewDay Solutions, LLC 310.73%0.94%1.19%Q4 2018Q4 20194
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Global Investments 310.05%0.07%0.09%Q1 2021Q3 20224
Centurion Wealth Management LLC 440.11%0.12%0.12%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.03%0.03%0.04%Q2 2021Q1 20224
BRANDES INVESTMENT PARTNERS, LP 210.01%0.03%0.08%Q4 2021Q3 20234
HTG Investment Advisors, Inc. 440.87%0.92%0.98%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.25%0.32%0.39%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 440.61%0.67%0.74%Q4 2022Q3 20234
Summit Asset Management, LLC 440.15%0.16%0.16%Q4 2015Q3 20164
Realta Investment Advisors 220.02%0.02%0.02%Q3 2022Q3 20234
AMERICAN NATIONAL BANK 440.02%0.02%0.02%Q3 2014Q2 20154
Schneider Downs Wealth Management Advisors, LP 440.05%0.06%0.07%Q4 2022Q3 20234
CENTRAL TRUST Co 310.00%0.01%0.01%Q3 2019Q3 20234
Portland Global Advisors LLC 440.08%0.08%0.08%Q4 2017Q3 20184
MinichMacGregor Wealth Management, LLC 310.00%0.00%0.00%Q1 2018Q4 20224
Crestwood Advisors Group, LLC 310.00%0.01%0.01%Q1 2017Q3 20234
Simplicity Wealth,LLC 440.27%0.51%0.77%Q4 2021Q3 20224
Venturi Wealth Management, LLC 310.00%0.01%0.02%Q4 2020Q3 20234
KHP Capital, LLC 440.28%0.30%0.32%Q4 2017Q3 20184
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.01%Q4 2018Q2 20224
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.05%0.06%0.07%Q1 2021Q4 20214
Advocacy Wealth Management Services, LLC 440.45%0.73%1.33%Q4 2016Q3 20174
Krilogy Financial LLC 310.01%0.01%0.01%Q3 2017Q3 20184
Bienville Capital Management, LLC 440.04%0.05%0.06%Q1 2017Q4 20174
SMITH HAYES Advisers, Inc 440.05%0.08%0.09%Q2 2015Q1 20164
Personal Wealth Partners 440.01%0.13%0.30%Q1 2019Q4 20194
Parisi Gray Wealth Management 440.00%0.00%0.00%Q4 2017Q3 20184
Greenwich Wealth Management LLC 310.02%0.03%0.03%Q3 2013Q2 20234
Flower City Capital 440.25%0.27%0.29%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 310.00%0.00%0.00%Q1 2019Q3 20234
PLANNING ALTERNATIVES LTD /ADV 440.47%0.93%2.30%Q4 2022Q3 20234
Bleakley Financial Group, LLC 441.12%1.57%1.86%Q4 2022Q3 20234
Paracle Advisors, LLC 440.13%0.14%0.14%Q1 2020Q4 20204
Red Door Wealth Management, LLC 310.05%0.06%0.08%Q1 2022Q3 20234
Integrity Financial Corp /WA 440.23%0.24%0.25%Q4 2022Q3 20234
Madden Advisory Services, Inc. 440.01%0.01%0.01%Q4 2013Q3 20144
Register Financial Advisors LLC 440.44%0.52%0.57%Q4 2022Q3 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
JDM Financial Group LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Eschler Asset Management LLP 330.63%0.80%1.14%Q1 2023Q3 20233
Armbruster Capital Management, Inc. 330.07%0.08%0.09%Q4 2021Q2 20223
Rainwater Charitable Foundation 3313.36%23.02%33.16%Q1 2023Q3 20233
Fortis Advisors, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
GREENLEAF TRUST 330.01%0.01%0.01%Q2 2017Q4 20173
Wedmont Private Capital 330.03%0.04%0.04%Q1 2023Q3 20233
Gunma Bank,Ltd. 330.75%1.05%1.22%Q1 2021Q3 20213
Andesa Financial Management Inc. 210.11%0.18%0.25%Q1 2022Q4 20223
Squar Milner Financial Services LLC 210.00%0.00%0.00%Q2 2019Q1 20203
Lido Advisors, LLC 330.22%0.30%0.39%Q1 2023Q3 20233
WP Advisors, LLC 330.02%0.59%1.74%Q2 2018Q4 20183
WESBANCO BANK INC 330.64%1.51%2.23%Q3 2017Q1 20183
Perkins Coie Trust Co 330.03%0.04%0.05%Q1 2023Q3 20233
MARINO, STRAM & ASSOCIATES LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Bellecapital International Ltd. 210.15%1.30%3.48%Q4 2013Q3 20223
Financial Enhancement Group LLC 210.01%0.02%0.03%Q1 2019Q4 20193
IEQ CAPITAL, LLC 210.00%0.01%0.01%Q2 2022Q3 20233
Stewardship Advisors, LLC 330.08%0.08%0.08%Q3 2021Q1 20223
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
MKD WEALTH COACHES, LLC 330.37%0.42%0.48%Q1 2020Q3 20203
Cornerstone Advisors, Inc. 330.02%0.02%0.02%Q1 2020Q3 20203
Value Partners Investments Inc. 330.02%0.02%0.04%Q3 2020Q1 20213
VISTA INVESTMENT MANAGEMENT 330.26%0.26%0.26%Q1 2023Q3 20233
LEO BROKERAGE, LLC 210.16%0.18%0.19%Q1 2022Q2 20233
McAdam, LLC 330.03%0.05%0.09%Q1 2018Q3 20183
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q4 2013Q3 20233
BELLEVUE ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Litman Gregory Wealth Management LLC 330.00%0.00%0.00%Q1 2020Q3 20203
EWA, LLC 331.07%1.14%1.18%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q4 2017Q1 20193
Oliver Luxxe Assets LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Capital One Investing, Inc. 330.15%0.17%0.18%Q1 2019Q3 20193
Crosspoint Capital Strategies, LLC 110.01%1.07%3.08%Q1 2014Q4 20173
Planning Solutions Group LLC 330.16%0.16%0.16%Q4 2018Q2 20193
WHITENER CAPITAL MANAGEMENT, INC. 210.06%0.07%0.08%Q4 2017Q3 20183
Weitzel Financial Services, Inc. 330.14%0.16%0.17%Q1 2022Q3 20223
Efficient Advisors, LLC 330.02%0.10%0.14%Q1 2023Q3 20233
GeoWealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.02%0.03%0.04%Q4 2022Q3 20233
ICA Group Wealth Management, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
MBM Wealth Consultants, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
St. James Investment Advisors, LLC 330.03%0.06%0.08%Q2 2022Q4 20223
Clarity Wealth Advisors, LLC 331.49%3.43%4.52%Q4 2019Q2 20203
DARK FOREST CAPITAL MANAGEMENT LP 330.65%0.83%1.02%Q1 2023Q3 20233
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20233
Beaumont Financial Advisors, LLC 331.55%2.92%4.50%Q1 2023Q3 20233
Relyea Zuckerberg Hanson LLC 330.26%0.30%0.34%Q4 2019Q2 20203
HIGHLAND ASSOCIATES INC 334.78%65.90%100.00%Q4 2017Q2 20183
AVALON CAPITAL MANAGEMENT 330.34%0.60%1.08%Q2 2013Q4 20133
Y-Intercept (Hong Kong) Ltd 210.06%0.12%0.20%Q2 2022Q3 20233
BRANDYWINE TRUST CO 3313.84%21.73%28.48%Q1 2023Q3 20233
BIP Wealth, LLC 332.43%2.63%3.02%Q1 2023Q3 20233
Maven Securities LTD 220.04%0.08%0.12%Q1 2022Q2 20223
REBALANCE, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Creative Capital Management Investments LLC 330.13%0.18%0.21%Q4 2022Q2 20233
FORVIS Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cooper Financial Group 330.09%0.09%0.10%Q1 2023Q3 20233
Argent Wealth Management LLC 330.04%0.05%0.05%Q4 2019Q2 20203
Iron Horse Wealth Management, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Clearshares LLC 331.48%1.50%1.52%Q2 2021Q4 20213
ZRC WEALTH MANAGEMENT, LLC 330.23%0.23%0.24%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
NorthRock Partners, LLC 330.02%0.03%0.04%Q3 2019Q1 20203
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Advisor Resource Council 110.29%0.31%0.33%Q2 2021Q2 20223
Annandale Capital, LLC 330.09%0.09%0.10%Q1 2022Q3 20223
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.00%0.01%Q1 2021Q3 20233
USA FINANCIAL FORMULAS 210.04%0.09%0.20%Q3 2017Q2 20183
Stearns Financial Services Group 332.52%2.60%2.71%Q1 2020Q3 20203
Mascoma Wealth Management LLC 330.00%0.01%0.01%Q4 2021Q2 20223
Mandatum Life Insurance Co Ltd 110.02%0.03%0.04%Q4 2015Q2 20183
Syntal Capital Partners, LLC 331.52%1.70%1.91%Q1 2023Q3 20233
Gitterman Wealth Management, LLC 330.23%0.34%0.44%Q1 2022Q3 20223
Capstone Financial Advisors, Inc. 110.07%0.08%0.09%Q4 2014Q4 20183
Perennial Investment Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 332.08%2.56%3.01%Q4 2014Q2 20153
Allegiant Private Advisors, LLC 330.77%0.81%0.85%Q4 2020Q2 20213
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q4 2014Q4 20193
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Regis Acquisition Inc. 330.44%0.46%0.49%Q1 2023Q3 20233
Tarbox Family Office, Inc. 330.14%0.14%0.14%Q2 2019Q4 20193
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.02%0.02%Q2 2022Q3 20233
FORTE ASSET MANAGEMENT LLC 330.20%0.21%0.21%Q1 2023Q3 20233
Altus Wealth Group LLC 210.03%0.08%0.16%Q4 2020Q4 20223
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Starfox Financial Services, LLC 330.32%2.50%6.87%Q4 2021Q2 20223
Western Wealth Management, LLC 210.01%0.02%0.02%Q2 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Headlands Technologies LLC 210.07%0.21%0.38%Q4 2022Q3 20233
Resurgent Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
WASHINGTON TRUST BANK 330.02%0.03%0.04%Q1 2014Q3 20143
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
Integrated Advisors Network LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q3 20233
Harel Insurance Investments & Financial Services Ltd. 330.04%0.04%0.04%Q1 2022Q3 20223
Summit X, LLC 210.01%0.04%0.06%Q3 2020Q4 20213
McKinley Carter Wealth Services, Inc. 330.06%0.07%0.08%Q1 2023Q3 20233
Paloma Partners Management Co 110.01%0.01%0.02%Q1 2018Q1 20192
DAYMARK WEALTH PARTNERS, LLC 220.02%0.04%0.06%Q2 2023Q3 20232
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 220.23%0.24%0.25%Q3 2016Q4 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Paul John Balson 220.09%0.11%0.13%Q1 2020Q2 20202
Wick Capital Partners, LLC 220.17%0.18%0.18%Q2 2022Q3 20222
Bradley & Co. Private Wealth Management, LLC 220.40%0.40%0.40%Q2 2023Q3 20232
PACIFIC FINANCIAL GROUP INC 110.01%0.84%1.67%Q4 2018Q3 20202
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Long Wharf Investors, Inc. 220.19%0.19%0.19%Q4 2013Q1 20142
DGS Capital Management, LLC 220.45%0.46%0.48%Q4 2021Q1 20222
Arlington Financial Advisors, LLC 110.26%0.74%1.21%Q4 2018Q4 20222
Capital Group Private Client Services, Inc. 220.02%0.02%0.03%Q4 2022Q1 20232
Bull Oak Capital, LLC 227.15%7.52%7.90%Q4 2021Q1 20222
HUTCHINSON CAPITAL MANAGEMENT/CA 220.68%0.68%0.69%Q4 2021Q1 20222
RTD Financial Advisors, Inc. 220.03%0.04%0.04%Q2 2023Q3 20232
Verition Fund Management LLC 220.03%0.03%0.03%Q3 2016Q4 20162
Newman Dignan & Sheerar, Inc. 220.04%0.05%0.06%Q4 2021Q1 20222
Ground Swell Capital, LLC 110.02%0.35%0.68%Q2 2014Q1 20212
Strategies Wealth Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 222.07%2.16%2.24%Q2 2023Q3 20232
Transamerica Financial Advisors, Inc. 220.01%0.02%0.04%Q2 2018Q3 20182
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Future Financial Wealth Managment LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
CAPITAL ONE FINANCIAL CORP 220.06%0.06%0.07%Q1 2020Q2 20202
FISCHER INVESTMENT STRATEGIES, LLC 220.26%0.28%0.29%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.10%0.21%0.32%Q2 2023Q3 20232
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.23%0.24%0.26%Q4 2013Q1 20142
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
BlackDiamond Wealth Management, LLC 220.28%0.29%0.30%Q4 2021Q1 20222
BOSTON FINANCIAL MANGEMENT LLC 220.01%0.01%0.01%Q1 2023Q2 20232
South Dakota Investment Council 110.01%0.14%0.28%Q1 2021Q2 20222
Orion Capital Management LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.05%0.06%0.07%Q4 2021Q1 20222
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Delek Group, Ltd. 220.02%0.02%0.02%Q4 2017Q1 20182
Squarepoint Ops LLC 110.00%0.01%0.01%Q2 2019Q3 20232
Thomas J. Herzfeld Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
Strategic Investment Solutions, Inc. /IL 110.01%0.06%0.12%Q1 2023Q3 20232
Signator Financial Services, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
ELM ADVISORS, LLC 110.00%0.01%0.01%Q3 2018Q4 20202
Gotham Asset Management, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
GoalVest Advisory LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Clarius Group, LLC 220.13%0.24%0.34%Q3 2022Q4 20222
Greenline Partners, LLC 220.05%0.05%0.05%Q2 2022Q3 20222
Heritage Investment Group, Inc. 220.06%0.45%0.83%Q2 2023Q3 20232
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Pinnacle Advisory Group, Inc. 110.01%0.02%0.02%Q2 2016Q1 20212
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
FOSTER DYKEMA CABOT & CO INC/MA 220.02%0.04%0.06%Q2 2023Q3 20232
Day & Ennis, LLC 220.08%0.08%0.08%Q4 2022Q1 20232
TUDOR INVESTMENT CORP ET AL 220.00%0.00%0.00%Q1 2023Q2 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.25%0.25%0.25%Q4 2015Q1 20162
BADGLEY PHELPS & BELL INC 220.42%0.42%0.42%Q1 2019Q2 20192
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
First Command Bank 220.01%0.01%0.01%Q3 2021Q4 20212
Estate Counselors, LLC 221.30%1.32%1.34%Q1 2018Q2 20182
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.02%Q2 2022Q3 20222
Axiom Investment Management LLC 220.01%0.02%0.03%Q1 2019Q2 20192
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
WADE G W & INC 220.01%0.01%0.01%Q1 2021Q2 20212
ING GROEP NV 220.13%0.13%0.14%Q2 2023Q3 20232
Port Capital LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
AlphaStar Capital Management, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Red Tortoise LLC 220.00%0.00%0.01%Q2 2023Q3 20232
High Falls Advisors, Inc 114.17%4.17%4.17%Q4 2015Q2 20162
JACKSON SQUARE CAPITAL, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2021Q1 20222
Partnervest Advisory Services LLC 220.14%0.18%0.22%Q4 2019Q1 20202
Mizuho Securities Co. Ltd. 220.00%0.00%0.00%Q2 2022Q3 20222
Paragon Wealth Strategies, LLC 220.06%0.06%0.07%Q2 2021Q3 20212
SIT INVESTMENT ASSOCIATES INC 220.00%0.00%0.00%Q3 2018Q4 20182
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2019Q1 20222
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Costello Asset Management, INC 220.00%0.00%0.00%Q1 2022Q2 20222
Community Bank, N.A. 220.00%0.00%0.00%Q3 2022Q4 20222
INSIGNEO ADVISORY SERVICES, LLC 220.29%0.29%0.29%Q2 2023Q3 20232
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2021Q4 20222
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Coyle Financial Counsel LLC 110.72%2.28%3.84%Q1 2018Q3 20232
FLAGSTAR ADVISORS INC 110.00%0.00%0.01%Q3 2021Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.03%0.04%0.04%Q4 2019Q1 20202
Proquility Private Wealth Partners, LLC 110.44%1.67%2.90%Q4 2021Q4 20222
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.09%0.16%Q4 2020Q3 20222
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Independent Advisor Alliance 110.04%0.14%0.25%Q1 2017Q4 20192
TFG Advisers LLC 110.11%0.11%0.12%Q4 2019Q4 20202
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Genus Capital Management Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Sand Hill Global Advisors, LLC 110.02%0.02%0.02%Q4 2019Q2 20202
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q4 20222
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
Founders Financial Alliance, LLC 110.02%0.03%0.04%Q4 2020Q1 20222
First Command Financial Services, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
MAGNOLIA CAPITAL ADVISORS LLC 110.10%0.16%0.22%Q4 2019Q2 20232
JMG Financial Group, Ltd. 220.01%0.02%0.02%Q2 2023Q3 20232
Marcum Wealth, LLC 110.13%0.14%0.16%Q4 2021Q4 20222
Essex Savings Bank 110.02%0.08%0.14%Q4 2018Q2 20222
BEACON FINANCIAL GROUP 220.06%0.13%0.19%Q3 2013Q4 20132
Bluefin Trading, LLC 220.01%0.07%0.12%Q1 2014Q2 20142
Econ Financial Services Corp 221.80%1.81%1.82%Q1 2023Q2 20232
Founders Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
DRIVE WEALTH MANAGEMENT, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
CX Institutional 110.03%0.87%1.71%Q4 2018Q4 20222
Jackson Wealth Management, LLC 110.03%1.43%2.83%Q1 2020Q4 20202
First Pacific Financial 220.01%0.01%0.01%Q2 2023Q3 20232
Quad-Cities Investment Group, LLC 220.00%0.01%0.02%Q2 2019Q3 20192
TORONTO DOMINION BANK 220.03%0.03%0.04%Q2 2023Q3 20232
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2015Q3 20222
Mayfair Advisory Group, LLC 220.28%0.29%0.29%Q2 2023Q3 20232
Petix & Botte Co 110.07%0.07%0.08%Q3 2021Q1 20222
Carmel Capital Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Stephens Consulting, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Towercrest Capital Management 220.05%0.05%0.05%Q2 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kraft, Davis & Associates, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.19%0.23%0.26%Q3 2021Q4 20212
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2020Q2 20201
Magnus Financial Group LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CFO4Life, L.P. 110.15%0.15%0.15%Q4 2022Q4 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Hirtle Callaghan & Co LLC 112.20%2.20%2.20%Q1 2021Q1 20211
MONARCH CAPITAL MANAGEMENT INC/ 110.08%0.08%0.08%Q3 2016Q3 20161
Wealthquest Corp 110.35%0.35%0.35%Q4 2014Q4 20141
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.00%0.00%0.00%Q4 2013Q4 20131
WEST CHESTER CAPITAL ADVISORS, INC 110.40%0.40%0.40%Q2 2019Q2 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
FINANCIAL LIFE ADVISORS 110.18%0.18%0.18%Q4 2017Q4 20171
Indiana Trust & Investment Management CO 110.07%0.07%0.07%Q3 2023Q3 20231
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Personal Capital Advisors Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Rossmore Private Capital 110.08%0.08%0.08%Q2 2022Q2 20221
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Lourd Capital, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Delap Wealth Advisory, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CHARTER RESEARCH & INVESTMENT GROUP, INC. 110.54%0.54%0.54%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q3 2016Q3 20161
Verity Asset Management, Inc. 110.34%0.34%0.34%Q3 2018Q3 20181
Orca Investment Management, LLC 110.19%0.19%0.19%Q4 2013Q4 20131
SUMIT CAPITAL, LLC 110.40%0.40%0.40%Q4 2013Q4 20131
Capital Wealth Alliance, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Snowden Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Alera Investment Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Wealth Alliance 110.12%0.12%0.12%Q1 2020Q1 20201
Austin Wealth Management, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Fulcrum Capital LLC 110.39%0.39%0.39%Q3 2018Q3 20181
Enterprise Bank & Trust Co 114.92%4.92%4.92%Q2 2022Q2 20221
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Alaethes Wealth LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ethic Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
MILLER HOWARD INVESTMENTS INC /NY 110.02%0.02%0.02%Q4 2018Q4 20181
Madison Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Triangle Securities Wealth Management 110.25%0.25%0.25%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.04%0.04%0.04%Q2 2021Q2 20211
BAHL & GAYNOR INC 110.01%0.01%0.01%Q4 2015Q4 20151
Camelot Portfolios, LLC 110.15%0.15%0.15%Q1 2016Q1 20161
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Banco BTG Pactual S.A. 110.15%0.15%0.15%Q3 2023Q3 20231
TIAA, FSB 110.00%0.00%0.00%Q2 2022Q2 20221
Americana Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
GERMAN AMERICAN BANCORP, INC. 110.04%0.04%0.04%Q3 2021Q3 20211
Alliance Wealth Management Group 110.08%0.08%0.08%Q2 2023Q2 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Wealth Partners Group, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Anfield Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2019Q1 20191
Claro Advisors LLC 110.07%0.07%0.07%Q4 2018Q4 20181
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2023Q4 20231
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Mosaic Advisors LLC 110.24%0.24%0.24%Q2 2021Q2 20211
West Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Engrave Wealth Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CANADA PENSION PLAN INVESTMENT BOARD 110.01%0.01%0.01%Q4 2021Q4 20211
Ferris Capital, LLC 110.97%0.97%0.97%Q2 2021Q2 20211
Financial Advisory Group 110.06%0.06%0.06%Q4 2018Q4 20181
B&D White Capital Company, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pictet North America Advisors SA 112.04%2.04%2.04%Q3 2023Q3 20231
Global Strategic Investment Solutions, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Susquehanna International Group Ltd. 112.90%2.90%2.90%Q4 2019Q4 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Aaron Wealth Advisors LLC 110.05%0.05%0.05%Q1 2023Q1 20231
STRATEGIC INVESTMENT MANAGEMENT, LLC 111.93%1.93%1.93%Q4 2019Q4 20191
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Redwood Financial Network Corp 110.23%0.23%0.23%Q1 2022Q1 20221
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.32%0.32%0.32%Q3 2016Q3 20161
Heartwood Wealth Advisors LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Weiss Asset Management LP 111.60%1.60%1.60%Q3 2013Q3 20131
Accuvest Global Advisors 110.68%0.68%0.68%Q4 2018Q4 20181
Investors Capital Advisory Services 110.06%0.06%0.06%Q3 2014Q3 20141
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
6 Meridian 110.13%0.13%0.13%Q1 2021Q1 20211
Kalos Management, Inc. 110.06%0.06%0.06%Q4 2015Q4 20151
Keystone Financial Group 110.07%0.07%0.07%Q3 2019Q3 20191
Paulson Wealth Management Inc. 110.17%0.17%0.17%Q4 2017Q4 20171
AI Financial Services LLC 1111.25%11.25%11.25%Q4 2018Q4 20181
Csenge Advisory Group 110.26%0.26%0.26%Q4 2019Q4 20191
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Savior LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2019Q4 20191
THREADGILL FINANCIAL, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
BLUESTEIN R H & CO LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CAMDEN NATIONAL CORP 110.07%0.07%0.07%Q1 2021Q1 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
DAVIS R M INC 110.01%0.01%0.01%Q1 2023Q1 20231
OLD MISSION CAPITAL, LLC 111.77%1.77%1.77%Q4 2016Q4 20161
Pinkerton Retirement Specialists, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Li Winifred I 110.00%0.00%0.00%Q4 2014Q4 20141
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Transparent Wealth Partners LLC 1113.54%13.54%13.54%Q1 2022Q1 20221
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
CHEMICAL BANK 110.02%0.02%0.02%Q2 2017Q2 20171
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Greenspring Advisors, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Western Pacific Wealth Management, LP 110.01%0.01%0.01%Q1 2022Q1 20221
London & Capital Asset Management Ltd 110.09%0.09%0.09%Q4 2022Q4 20221
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PAX Financial Group, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
IMPAX ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Vestmark Advisory Solutions, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SkyOak Wealth, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q2 2023Q2 20231
ATHERTON LANE ADVISERS, LLC 110.33%0.33%0.33%Q1 2015Q1 20151
Saratoga Research & Investment Management 110.06%0.06%0.06%Q3 2017Q3 20171
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Empowered Funds, LLC 111.16%1.16%1.16%Q4 2021Q4 20211
Blackston Financial Advisory Group, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
JBJ Investment Partners, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
MILLIE CAPITAL MANAGEMENT, LLC 110.39%0.39%0.39%Q2 2016Q2 20161
Stratos Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Highland Financial Advisors, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Barnett & Company, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Austin Private Wealth, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
MCF Advisors LLC 110.08%0.08%0.08%Q3 2013Q3 20131
CKW FINANCIAL GROUP 110.09%0.09%0.09%Q1 2020Q1 20201
Conrad Siegel Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LFA - Lugano Financial Advisors SA 110.02%0.02%0.02%Q3 2023Q3 20231
Beacon Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HAYS ADVISORY LLC 110.06%0.06%0.06%Q1 2018Q1 20181
MOTCO 110.00%0.00%0.00%Q2 2023Q2 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q3 2017Q3 20171
Carr Financial Group Corp 110.11%0.11%0.11%Q4 2022Q4 20221
Edgestream Partners, L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
CenterStar Asset Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sunesis Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q1 2017Q1 20171
Avidian Wealth Solutions, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
3Chopt Investment Partners, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
INVESTMENT HOUSE LLC 110.04%0.04%0.04%Q1 2018Q1 20181
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Northside Capital Management, LLC 110.10%0.10%0.10%Q1 2017Q1 20171
NinePointTwo Capital LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Boston Partners 110.01%0.01%0.01%Q1 2020Q1 20201
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Clear Creek Financial Management, LLC 110.60%0.60%0.60%Q3 2020Q3 20201
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q1 2017Q1 20171
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WFA of San Diego, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
WealthOne, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Biltmore Family Office, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
SEAVIEW INVESTMENT MANAGERS LLC 111.44%1.44%1.44%Q3 2021Q3 20211
Jane Street Holding, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
FURE FINANCIAL CORP 116.58%6.58%6.58%Q4 2020Q4 20201
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Laidlaw Wealth Management LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ZEKE CAPITAL ADVISORS, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Columbia Asset Management 110.03%0.03%0.03%Q2 2023Q2 20231
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Smart Money Group LLC 111.06%1.06%1.06%Q4 2018Q4 20181
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
ROBERTSON STEPHENS ADVISORS LLC 112.73%2.73%2.73%Q4 2016Q4 20161
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
TruWealth Advisors, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q4 2017Q4 20171
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
One Day In July LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Platte River Wealth Advisors, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.90%0.90%0.90%Q3 2023Q3 20231
Secure Asset Management, LLC 111.18%1.18%1.18%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Artemis Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Unison Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
SBK Financial, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FLC Capital Advisors 110.06%0.06%0.06%Q4 2021Q4 20211
Lion Street Advisors, LLC 110.38%0.38%0.38%Q2 2021Q2 20211
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
HAP Trading, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Shilanski & Associates, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Clarity Financial LLC 110.07%0.07%0.07%Q1 2021Q1 20211
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
TFC Financial Management, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
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.