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%0.02%0.21%Q2 2013Q3 2023119
CITIGROUP INC 42420.00%0.08%0.26%Q2 2013Q3 2023108
BARCLAYS PLC 42420.00%0.03%0.21%Q2 2013Q3 2023101
GOLDMAN SACHS GROUP INC 4240.00%0.14%0.54%Q1 2012Q3 202398
WELLS FARGO & COMPANY/MN 42420.00%0.45%1.47%Q2 2013Q3 202393
JANE STREET GROUP, LLC 39390.00%0.15%1.80%Q1 2014Q3 202393
Cutler Group LLC / CA 32320.00%0.01%0.13%Q4 2015Q3 202387
CREDIT SUISSE AG/ 43430.00%0.02%0.25%Q1 2013Q3 202386
Citadel Advisors 2910.00%0.01%0.06%Q1 2014Q3 202385
HSBC HOLDINGS PLC 47470.00%0.04%0.16%Q1 2012Q3 202383
BANK OF AMERICA CORP /DE/ 42420.00%0.25%0.94%Q2 2013Q3 202377
WOLVERINE TRADING, LLC 2210.00%0.01%0.02%Q2 2016Q3 202370
Parallax Volatility Advisers, L.P. 2510.00%0.00%0.06%Q2 2013Q3 202269
ROYAL BANK OF CANADA 42420.00%0.07%0.14%Q2 2013Q3 202367
Walleye Trading LLC 1710.00%0.00%0.01%Q2 2013Q3 202366
HUNTINGTON NATIONAL BANK 59590.01%0.25%1.06%Q1 2009Q3 202364
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.03%0.20%Q2 2013Q3 202359
UBS Group AG 36360.00%0.17%0.32%Q4 2014Q3 202353
NOMURA HOLDINGS INC 1620.00%0.04%0.56%Q4 2012Q1 202152
Arbor Investment Advisors, LLC 52521.75%4.82%7.56%Q4 2010Q3 202352
Rehmann Capital Advisory Group 33150.06%0.46%1.60%Q2 2011Q3 202348
MUFG Americas Holdings Corp 48480.02%0.55%1.01%Q4 2010Q3 202248
Zhang Financial LLC 47470.97%1.77%2.22%Q1 2012Q3 202347
Mirae Asset Global Investments Co., Ltd. 3420.00%0.51%1.98%Q4 2010Q3 202346
Goldstein Munger & Associates 45450.13%4.62%8.44%Q3 2011Q3 202245
Tortoise Investment Management, LLC 44440.33%1.18%1.78%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.37%0.66%1.03%Q4 2012Q3 202344
Joel Isaacson & Co., LLC 44440.03%0.31%0.65%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.12%0.44%3.68%Q2 2010Q3 202344
TCI Wealth Advisors, Inc. 44440.05%0.14%0.55%Q4 2012Q3 202344
RAYMOND JAMES & ASSOCIATES 42420.00%0.12%0.18%Q2 2013Q3 202344
Capital Analysts, LLC 44440.01%0.93%3.77%Q4 2012Q3 202344
PRIVATE TRUST CO NA 43430.11%0.45%0.83%Q1 2013Q3 202343
HighTower Advisors, LLC 30110.00%0.24%0.48%Q2 2013Q3 202343
SNS Financial Group, LLC 43430.11%2.45%5.37%Q1 2013Q3 202343
COMMERCE BANK 43430.35%0.76%1.63%Q1 2013Q3 202343
Regis Management CO LLC 43434.87%8.80%13.32%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.34%0.94%1.53%Q1 2013Q3 202343
MCF Advisors LLC 2270.00%0.82%4.30%Q4 2011Q3 202343
Veritable, L.P. 43430.16%0.47%1.00%Q4 2012Q2 202343
BROWN BROTHERS HARRIMAN & CO 43430.02%0.03%0.05%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.03%0.08%0.37%Q1 2013Q3 202343
Freedom Investment Management, Inc. 43430.02%0.13%0.46%Q1 2013Q3 202343
Pekin Hardy Strauss, Inc. 43430.11%0.48%1.00%Q1 2013Q3 202343
WOODSTOCK CORP 43430.17%0.48%1.01%Q2 2013Q4 202343
Parkside Financial Bank & Trust 42420.01%1.97%4.12%Q2 2013Q3 202343
Twele Capital Management, Inc. 42421.18%2.49%5.38%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.02%0.02%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.43%0.62%0.93%Q2 2013Q3 202342
HM PAYSON & CO 42420.11%1.04%2.66%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.25%0.98%2.18%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.12%0.31%0.65%Q2 2013Q3 202342
Carlson Capital Management 42420.65%2.35%3.66%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.04%0.17%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.04%0.08%0.13%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.27%1.92%3.50%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42420.22%0.36%0.48%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.29%0.44%0.76%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.04%0.18%0.45%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42421.04%2.39%3.49%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.03%0.11%0.41%Q2 2013Q3 202342
Bangor Savings Bank 42421.93%2.51%3.00%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.14%0.30%0.46%Q2 2013Q3 202342
Savant Capital, LLC 42420.09%0.46%1.08%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.04%0.10%0.20%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.10%1.55%3.18%Q2 2013Q3 202342
Bridgewater Associates 42421.42%19.85%42.58%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.12%0.34%0.70%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.11%0.34%0.65%Q2 2013Q4 202342
PATTEN & PATTEN INC/TN 42420.04%0.10%0.16%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.06%0.29%0.54%Q2 2013Q3 202342
TD Capital Management LLC 42420.02%1.08%2.92%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.50%0.98%1.52%Q2 2013Q3 202342
Karpus Management, Inc. 42420.42%1.71%3.05%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.05%0.13%0.25%Q2 2013Q3 202342
Morningstar Investment Services LLC 42420.66%1.61%2.94%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.03%0.08%0.18%Q2 2013Q3 202342
GREENLEAF TRUST 42420.02%0.13%0.88%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.37%0.87%1.32%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.08%0.24%0.31%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.10%0.16%0.27%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.03%0.18%1.18%Q2 2013Q3 202342
SOL Capital Management CO 42420.46%0.90%1.33%Q2 2013Q3 202342
NBT BANK N A /NY 42420.13%0.27%0.32%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.20%1.18%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.10%0.81%1.98%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.03%0.06%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.20%0.31%0.56%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.02%0.10%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.05%0.18%0.97%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.34%0.81%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.04%0.14%0.36%Q2 2013Q3 202342
GFS Advisors, LLC 42420.06%2.03%3.53%Q2 2013Q3 202342
Tufton Capital Management 42420.13%0.27%0.43%Q2 2013Q3 202342
Roundview Capital LLC 42420.29%0.64%1.53%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.20%0.37%0.55%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.02%0.11%0.26%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42420.26%0.62%0.82%Q2 2013Q3 202342
DAVIS R M INC 42420.38%0.88%4.03%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.35%1.20%1.93%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.34%0.98%1.90%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.17%0.78%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.05%0.21%0.43%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.02%0.09%0.30%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.22%1.01%3.61%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.35%1.81%Q2 2013Q3 202342
Seven Post Investment Office LP 42421.14%20.11%73.39%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.21%0.87%2.50%Q2 2013Q3 202342
CONNORS INVESTOR SERVICES INC 42420.67%1.02%1.79%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.04%0.07%0.13%Q2 2013Q3 202342
Allworth Financial LP 42420.14%2.87%9.88%Q2 2013Q3 202342
Coastline Trust Co 42420.42%1.10%1.67%Q2 2013Q3 202342
GAM Holding AG 42420.14%0.70%1.94%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.12%0.19%0.40%Q1 2013Q3 202342
Regal Investment Advisors LLC 42420.07%1.13%5.80%Q2 2013Q3 202342
Cetera Advisors LLC 42420.04%0.20%0.55%Q2 2013Q3 202342
Greenwich Wealth Management LLC 42420.05%0.28%5.61%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42422.50%3.43%4.30%Q2 2013Q3 202342
Aureus Asset Management, LLC 42420.08%0.19%0.31%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%0.03%0.09%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.29%0.75%2.48%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.54%1.54%Q2 2013Q3 202342
Ancora Advisors LLC 42420.20%0.73%2.61%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.42%1.84%4.21%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.17%0.28%0.51%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.01%0.04%0.13%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42422.47%3.86%5.69%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.01%0.20%0.46%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42421.96%8.30%17.60%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.03%0.56%1.74%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.26%1.02%1.66%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.01%0.11%0.43%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42423.95%5.31%8.04%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.43%0.63%1.15%Q2 2013Q3 202342
VAN STRUM & TOWNE INC. 42421.01%1.68%2.55%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.55%0.76%1.04%Q2 2013Q3 202342
Modera Wealth Management, LLC 42421.03%3.19%7.60%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.08%1.07%3.78%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.05%0.31%1.94%Q2 2013Q3 202342
Buckingham Capital Management, Inc. 42420.07%0.48%2.40%Q2 2013Q3 202342
Creative Planning 42421.20%2.25%5.98%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.81%2.03%3.87%Q2 2013Q3 202342
TORONTO DOMINION BANK 25170.00%0.00%0.06%Q1 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%1.23%2.46%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.34%1.63%5.45%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.16%0.59%1.34%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.02%0.10%0.41%Q1 2013Q3 202342
S&CO INC 42420.16%0.36%0.56%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.09%0.35%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42420.25%0.39%0.57%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.07%0.23%0.76%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42421.90%4.30%10.94%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.07%0.23%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.08%0.59%1.86%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.07%0.15%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.04%3.14%11.91%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42421.83%2.52%3.80%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.03%1.00%3.82%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.15%1.16%3.10%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.35%1.30%2.18%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42420.13%3.42%10.42%Q2 2013Q3 202342
MOTCO 42420.02%0.13%0.36%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.02%0.15%0.38%Q2 2013Q3 202342
BLB&B Advisors, LLC 42421.10%3.65%7.22%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.34%0.95%1.96%Q2 2013Q3 202342
PARTHENON LLC 42420.35%0.58%0.75%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.08%0.14%0.21%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.05%0.15%0.25%Q2 2013Q3 202342
SCS Capital Management LLC 42420.16%4.75%18.37%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.32%0.84%1.57%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42420.52%0.95%3.72%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.07%0.26%0.65%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.07%0.08%0.11%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.10%2.34%4.68%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42421.29%2.37%3.47%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.20%0.27%0.39%Q2 2013Q3 202342
Sandy Spring Bank 42420.09%0.36%0.66%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.00%0.11%0.21%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.12%0.44%1.47%Q2 2013Q3 202342
Windham Capital Management, LLC 42420.08%6.26%15.29%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.47%0.94%1.72%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.00%0.26%0.39%Q2 2013Q3 202342
JNBA Financial Advisors 42420.32%2.34%4.64%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.40%1.82%3.54%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.00%0.08%0.18%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.25%0.77%1.23%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.14%0.21%0.30%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.04%0.09%0.23%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.21%0.40%0.66%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.01%0.01%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.12%0.48%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%5.49%8.21%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.03%0.08%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF HAWAII 42420.82%1.74%2.67%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.33%0.44%0.57%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 42420.19%0.58%1.20%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.04%0.09%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.35%0.84%2.30%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.34%0.54%0.79%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.51%0.96%1.88%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.08%0.30%0.82%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.02%0.27%0.55%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.09%0.75%2.61%Q2 2013Q3 202342
TRUSTCO BANK CORP N Y 42420.36%0.64%1.57%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.06%0.13%0.23%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.16%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.04%0.26%0.77%Q2 2013Q3 202342
MONARCH CAPITAL MANAGEMENT INC/ 42420.85%1.26%1.75%Q2 2013Q3 202342
Valmark Advisers, Inc. 42422.79%4.56%6.74%Q2 2013Q3 202342
US BANCORP \DE\ 42420.06%0.20%0.54%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42421.70%3.67%6.12%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.06%0.36%0.76%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.23%0.52%1.22%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.04%0.23%0.99%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.03%0.10%0.22%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.12%0.41%1.02%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.71%1.59%2.34%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.21%0.31%0.52%Q2 2013Q3 202342
Hudock, Inc. 42420.06%5.20%7.62%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.02%Q2 2013Q3 202342
ALPS ADVISORS INC 42420.05%0.29%0.46%Q2 2013Q3 202342
Ballentine Partners, LLC 42421.97%3.22%9.33%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42422.64%3.55%4.94%Q2 2013Q3 202342
DF DENT & CO INC 42420.01%0.01%0.02%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.07%0.75%1.06%Q2 2013Q3 202342
Smith & Howard Wealth Management, LLC 42420.23%3.50%6.50%Q2 2013Q3 202342
Portland Global Advisors LLC 42422.52%3.50%4.40%Q2 2013Q3 202342
HEADINVEST, LLC 42420.94%1.83%3.52%Q2 2013Q3 202342
American Investment Services, Inc. 42420.36%1.10%1.99%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.32%0.78%1.54%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.01%0.02%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.05%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.48%0.93%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.29%0.45%1.30%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.33%0.99%1.68%Q2 2013Q3 202342
Baystate Wealth Management LLC 42422.86%5.65%9.44%Q2 2013Q3 202342
Smithfield Trust Co 42422.01%2.55%3.12%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.08%0.37%0.80%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.65%1.24%2.83%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.01%0.07%0.28%Q2 2013Q3 202342
First Horizon Advisors, Inc. 41410.19%0.30%0.94%Q3 2013Q3 202341
Mariner, LLC 3470.02%0.46%1.42%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.02%0.15%0.35%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.12%0.38%0.66%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.23%0.78%Q2 2013Q3 202341
Atria Investments, Inc 27140.25%0.67%2.52%Q2 2013Q3 202341
CIBC WORLD MARKET INC. 41410.00%0.04%0.06%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.22%0.41%1.63%Q2 2013Q3 202341
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 27140.11%0.89%8.26%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.24%2.45%Q3 2013Q3 202341
Busey Bank 26150.02%0.09%0.43%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.12%0.28%0.66%Q3 2013Q3 202341
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3470.06%0.16%0.46%Q2 2013Q3 202341
WESBANCO BANK INC 30110.06%0.16%0.27%Q2 2013Q3 202341
Haverford Trust Co 4010.05%0.18%1.81%Q2 2013Q3 202341
ST GERMAIN D J CO INC 2830.01%1.79%4.00%Q2 2013Q4 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.25%1.79%6.51%Q2 2013Q3 202341
HOWE & RUSLING INC 3830.08%0.29%1.17%Q2 2013Q3 202341
DT Investment Partners, LLC 31100.02%2.59%4.54%Q2 2013Q3 202341
SouthState Corp 27140.01%0.10%0.45%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.17%0.25%0.54%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.14%0.44%2.05%Q2 2013Q2 202341
FRANKLIN RESOURCES INC 3830.00%0.01%0.05%Q2 2013Q3 202341
M&T BANK CORP 26150.04%0.68%1.44%Q2 2013Q3 202341
1ST SOURCE BANK 41410.81%1.41%2.18%Q3 2013Q3 202341
EAGLE GLOBAL ADVISORS LLC 41410.02%0.06%0.22%Q3 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 3650.01%1.23%5.01%Q2 2013Q3 202341
Advisory Services Network, LLC 27140.10%0.31%0.55%Q2 2013Q3 202341
NICHOLS & PRATT ADVISERS LLP /MA 41410.02%0.07%0.15%Q2 2013Q2 202341
EXENCIAL WEALTH ADVISORS, LLC 2480.06%0.38%1.06%Q1 2013Q3 202341
Capital Investment Advisors, LLC 41410.27%1.02%2.29%Q4 2013Q4 202341
Cohen Capital Management, Inc. 41410.07%0.21%0.31%Q3 2013Q3 202341
BOKF, NA 3290.49%0.83%1.22%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%1.40%8.96%Q3 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 2760.00%0.03%0.29%Q2 2013Q3 202340
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 40401.96%7.77%23.05%Q4 2013Q3 202340
Linscomb & Williams, Inc. 3190.02%0.52%2.19%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.00%0.03%0.26%Q4 2013Q3 202340
MONTAG A & ASSOCIATES INC 40400.01%0.14%0.68%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40400.03%1.12%4.14%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.05%0.19%0.39%Q4 2013Q3 202340
WELLINGTON MANAGEMENT GROUP LLP 2920.00%0.00%0.02%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.16%1.11%2.09%Q2 2013Q1 202340
Private Advisor Group, LLC 40400.07%0.24%0.47%Q4 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.01%0.18%0.57%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.60%2.61%11.35%Q4 2013Q4 202340
Ascent Wealth Partners, LLC 40400.13%1.46%5.99%Q4 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.17%0.48%1.03%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.08%0.54%1.98%Q4 2013Q3 202340
Retirement Planning Group, LLC 3640.25%3.63%7.28%Q2 2013Q3 202340
BURNEY CO/ 3190.13%0.17%0.24%Q2 2013Q3 202340
Brookstone Capital Management 40400.04%0.30%1.50%Q4 2013Q3 202340
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 40400.33%1.76%4.90%Q4 2013Q3 202340
Fort Point Capital Partners LLC 40400.76%1.92%5.47%Q4 2013Q3 202340
BALDWIN BROTHERS LLC/MA 29110.05%0.11%0.64%Q2 2013Q4 202340
Wharton Business Group, LLC 3280.93%2.46%5.95%Q2 2013Q3 202340
HOWLAND CAPITAL MANAGEMENT LLC 21190.03%0.52%1.42%Q3 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.20%0.43%0.92%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40401.98%3.01%4.65%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.16%0.60%1.02%Q4 2013Q3 202340
Stillwater Capital Advisors, LLC 40400.17%0.34%0.96%Q4 2013Q3 202340
ICONIQ Capital, LLC 3910.01%0.24%1.37%Q1 2013Q1 202340
LINCOLN NATIONAL CORP 40400.89%1.48%2.09%Q4 2013Q3 202340
Sand Hill Global Advisors, LLC 30100.26%5.41%7.85%Q3 2013Q3 202340
SMITH, MOORE & CO. 40400.83%1.56%2.52%Q4 2013Q3 202340
SENTINEL TRUST CO LBA 3460.04%1.06%5.31%Q2 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40401.46%1.84%2.34%Q4 2013Q3 202340
CITY HOLDING CO 40400.05%0.09%0.13%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.20%0.87%2.37%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.30%3.25%8.10%Q4 2013Q3 202340
Private Ocean, LLC 40400.01%0.14%0.30%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.03%0.08%0.20%Q4 2013Q3 202340
Bragg Financial Advisors, Inc 30100.02%0.06%0.10%Q3 2013Q3 202340
Pure Financial Advisors, LLC 22181.10%2.03%4.56%Q2 2013Q4 202340
Perigon Wealth Management, LLC 3010.08%0.21%0.35%Q3 2011Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.24%0.86%1.74%Q4 2013Q3 202340
Gemmer Asset Management LLC 39390.16%0.28%0.54%Q1 2014Q3 202339
Transamerica Financial Advisors, Inc. 3360.00%1.50%4.71%Q2 2013Q3 202339
METROPOLITAN LIFE INSURANCE CO/NY 39390.10%0.21%0.47%Q2 2013Q4 202239
BAILARD, INC. 3180.04%0.46%0.80%Q4 2013Q3 202339
Autus Asset Management, LLC 39391.29%2.06%2.53%Q2 2013Q4 202239
ARGI Investment Services, LLC 39390.64%2.90%8.57%Q2 2013Q4 202239
GAMBLE JONES INVESTMENT COUNSEL 39390.03%0.09%0.24%Q2 2013Q4 202239
Citizens Business Bank 28110.05%0.99%3.65%Q4 2012Q3 202239
BCWM, LLC 39390.88%1.97%5.80%Q2 2013Q4 202239
HIGHLAND CAPITAL MANAGEMENT, LLC 39390.03%0.07%0.12%Q1 2014Q3 202339
WASHINGTON TRUST BANK 39390.04%0.08%0.14%Q1 2014Q3 202339
BERKSHIRE ASSET MANAGEMENT LLC/PA 3360.03%0.12%0.22%Q4 2013Q3 202339
WEDBUSH SECURITIES INC 3720.04%0.08%0.13%Q2 2013Q3 202339
Regent Investment Management LLC 39390.22%0.49%1.10%Q2 2013Q4 202239
Occidental Asset Management, LLC 39390.05%1.42%3.64%Q1 2014Q3 202339
Dynamic Advisor Solutions LLC 3360.07%0.35%0.70%Q4 2013Q3 202339
RMB Capital Management, LLC 3180.01%0.02%0.12%Q4 2013Q3 202339
Allianz Asset Management GmbH 27120.00%0.15%1.13%Q2 2013Q3 202339
Advisory Alpha, LLC 20190.03%1.44%5.75%Q4 2013Q3 202339
COMERICA BANK 3810.20%0.32%0.46%Q3 2013Q3 202339
BANQUE PICTET & CIE SA 3720.00%0.04%0.09%Q4 2013Q3 202339
East Coast Asset Management, LLC. 39390.05%0.48%1.32%Q4 2012Q2 202239
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1620.02%0.36%3.82%Q2 2013Q3 202339
COUNTRY TRUST BANK 39390.36%1.03%1.68%Q2 2014Q4 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.01%1.07%7.32%Q2 2013Q4 202239
Brinker Capital Investments, LLC 39390.06%0.64%1.88%Q2 2013Q4 202239
CHOREO, LLC 39391.32%3.08%5.26%Q1 2014Q3 202339
WHALEROCK POINT PARTNERS, LLC 29100.09%0.16%0.32%Q4 2013Q3 202339
DUBUQUE BANK & TRUST CO 23160.01%0.65%2.20%Q2 2013Q3 202339
Windsor Capital Management, LLC 3630.01%0.98%1.80%Q2 2013Q3 202339
One Capital Management, LLC 39390.04%0.27%0.57%Q1 2014Q3 202339
BANK OF THE WEST 39390.47%0.75%1.11%Q2 2013Q4 202239
EP Wealth Advisors, LLC 21180.04%0.42%1.47%Q4 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.33%0.50%0.66%Q2 2013Q4 202239
CIBC Private Wealth Group, LLC 39390.03%0.15%0.53%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.21%0.36%0.52%Q1 2014Q3 202339
Garde Capital, Inc. 38382.17%3.53%5.62%Q2 2014Q3 202338
McCutchen Group LLC 38384.10%6.05%7.07%Q2 2013Q3 202238
BAR HARBOR WEALTH MANAGEMENT 3710.04%0.37%0.69%Q1 2013Q3 202338
OPTIMUM INVESTMENT ADVISORS 3170.02%0.22%0.50%Q3 2013Q4 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.03%Q2 2013Q3 202238
OLD NATIONAL BANCORP /IN/ 38380.02%0.36%0.67%Q2 2014Q3 202338
PINNACLE FINANCIAL PARTNERS INC 3710.11%0.84%1.20%Q2 2013Q3 202338
Prospera Financial Services Inc 2230.03%0.14%0.46%Q2 2013Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 38380.00%0.03%0.11%Q2 2014Q3 202338
DOWLING & YAHNKE LLC 38380.14%0.23%0.32%Q2 2013Q3 202238
Global Endowment Management, LP 19190.36%1.21%1.85%Q1 2014Q3 202338
LBJ Family Wealth Advisors, Ltd. 3710.31%4.54%29.80%Q4 2013Q4 202338
Stratos Wealth Partners, LTD. 38380.07%0.20%0.83%Q2 2014Q3 202338
Texas Yale Capital Corp. 3620.02%0.18%0.40%Q2 2013Q3 202338
Spears Abacus Advisors LLC 38380.02%0.07%0.19%Q2 2014Q3 202338
Vigilant Capital Management, LLC 2350.00%0.04%0.21%Q2 2013Q2 202338
Plante Moran Financial Advisors, LLC 2640.00%0.02%0.18%Q2 2013Q3 202338
J.P. Morgan Private Wealth Advisors LLC 3320.01%0.49%1.26%Q2 2013Q3 202338
Maryland Capital Management 38380.25%0.54%1.01%Q2 2013Q3 202238
Round Table Services, LLC 38380.11%1.22%3.48%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.02%0.10%0.20%Q2 2013Q3 202238
Wolf Group Capital Advisors 37370.15%1.41%5.02%Q4 2013Q4 202237
FACTORY MUTUAL INSURANCE CO 25120.02%0.57%1.03%Q2 2013Q3 202337
SPINNAKER TRUST 37370.03%0.05%0.12%Q3 2014Q3 202337
Litman Gregory Wealth Management LLC 2924.46%21.26%55.02%Q2 2013Q3 202337
Wallington Asset Management, LLC 37370.59%1.83%3.32%Q2 2013Q2 202237
Perella Weinberg Partners Capital Management LP 2020.33%1.30%3.25%Q2 2013Q3 202337
Sumitomo Mitsui DS Asset Management Company, Ltd 1630.00%0.04%0.22%Q2 2013Q3 202337
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 37370.08%0.42%0.84%Q3 2014Q3 202337
Personal Capital Advisors Corp 37374.52%5.53%7.54%Q4 2013Q4 202237
REGENTATLANTIC CAPITAL LLC 20170.14%0.96%3.93%Q2 2013Q3 202237
Legacy Private Trust Co. 3110.32%1.87%4.88%Q4 2013Q3 202337
ROCKLAND TRUST CO 3610.07%0.36%1.78%Q2 2013Q3 202337
Covington Capital Management 3070.25%1.10%1.74%Q2 2013Q3 202237
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.20%0.82%2.30%Q2 2013Q2 202237
Clarkston Capital Partners, LLC 37370.02%0.03%0.13%Q4 2013Q4 202237
TOMPKINS FINANCIAL CORP 1410.00%0.03%0.09%Q2 2013Q4 202337
Rex Capital Advisors, LLC 3610.18%4.82%7.26%Q2 2013Q4 202237
COLONY GROUP LLC 2910.00%0.47%2.15%Q3 2013Q3 202337
CAPE ANN SAVINGS BANK 1710.49%1.21%2.56%Q2 2013Q3 202337
NWAM LLC 3210.02%0.27%0.68%Q3 2012Q3 202337
WBH ADVISORY INC 2730.06%0.23%0.67%Q1 2014Q3 202337
PALLADIUM PARTNERS LLC 36360.09%0.25%1.39%Q2 2013Q1 202236
Peak Asset Management, LLC 36360.12%1.02%1.33%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.21%0.40%1.50%Q4 2014Q3 202336
Community Bank, N.A. 36360.20%0.30%0.48%Q4 2014Q3 202336
Sigma Planning Corp 36360.09%0.16%0.26%Q4 2014Q3 202336
Bray Capital Advisors 36360.68%1.69%3.32%Q4 2014Q3 202336
Boston Standard Wealth Management, LLC 22140.66%1.99%3.60%Q4 2014Q4 202336
Dakota Wealth Management 36360.06%0.47%0.78%Q4 2014Q3 202336
Canal Capital Management, LLC 36360.06%2.38%6.00%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.08%0.19%Q2 2013Q1 202236
IndexIQ Advisors LLC 36360.01%0.47%2.00%Q2 2013Q1 202236
INVESTMENT PARTNERS, LTD. 36360.58%2.09%4.17%Q4 2014Q3 202336
Fiera Capital Corp 2880.00%0.03%0.11%Q4 2013Q3 202336
Archford Capital Strategies, LLC 2210.00%0.59%1.73%Q1 2014Q3 202336
Betterment LLC 36366.45%8.96%10.45%Q4 2014Q3 202336
PLANNING ALTERNATIVES LTD /ADV 36360.08%2.93%7.36%Q1 2014Q4 202236
ALBION FINANCIAL GROUP /UT 2710.00%1.20%3.84%Q2 2013Q1 202336
Cambridge Advisors Inc. 36361.61%1.92%2.28%Q4 2014Q3 202336
Gilman Hill Asset Management, LLC 2880.10%0.29%0.56%Q2 2013Q3 202336
STALEY CAPITAL ADVISERS INC 3510.02%1.49%2.50%Q2 2014Q3 202336
Narwhal Capital Management 36360.03%0.15%0.38%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.01%0.04%0.24%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36363.30%4.80%9.60%Q4 2014Q3 202336
Caprock Group, LLC 35350.00%2.00%5.03%Q1 2015Q3 202336
Wealth Architects, LLC 36360.09%0.25%0.55%Q4 2014Q3 202336
Granite Investment Partners, LLC 2240.05%0.16%0.43%Q3 2013Q3 202336
BTC Capital Management, Inc. 21151.18%1.55%2.25%Q3 2014Q3 202336
Barrett Asset Management, LLC 36360.01%0.03%0.09%Q2 2013Q1 202236
Burt Wealth Advisors 36360.11%5.60%14.45%Q4 2014Q3 202336
Ledyard National Bank 3510.00%0.05%0.17%Q2 2013Q1 202336
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.19%0.80%1.45%Q2 2013Q1 202236
KWMG, LLC 36361.68%2.03%2.37%Q4 2014Q3 202336
People's United Financial, Inc. 36360.00%0.21%0.58%Q2 2013Q1 202236
Sensible Financial Planning & Management, LLC. 36360.30%0.68%1.41%Q4 2014Q3 202336
GUYASUTA INVESTMENT ADVISORS INC 2910.03%0.04%0.07%Q1 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.17%1.11%3.49%Q4 2014Q3 202336
MIDDLETON & CO INC/MA 3420.06%0.25%1.22%Q2 2013Q2 202236
Landmark Financial Advisors, LLC 36361.27%6.08%10.76%Q4 2014Q3 202336
WADE G W & INC 36360.07%0.32%0.59%Q4 2014Q3 202336
CWM, LLC 2620.00%0.09%0.50%Q3 2013Q3 202336
Family Firm, Inc. 36360.84%1.05%1.36%Q4 2014Q3 202336
ETF Portfolio Partners, Inc. 36361.59%2.60%5.48%Q4 2014Q3 202336
MAI Capital Management 36360.48%0.71%1.00%Q4 2014Q3 202336
Analyst IMS Investment Management Services Ltd. 36360.22%2.24%5.18%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.27%0.74%1.20%Q4 2014Q3 202336
FLPUTNAM INVESTMENT MANAGEMENT CO 1710.02%0.09%0.43%Q2 2013Q3 202335
AGF INVESTMENTS INC. 35350.00%0.00%0.02%Q2 2013Q4 202135
ENTERPRISE FINANCIAL SERVICES CORP 21140.01%0.03%0.06%Q2 2013Q2 202235
Emery Howard Portfolio Management, Inc. 35352.78%4.07%6.08%Q2 2013Q4 202135
SAGE FINANCIAL GROUP INC 3410.15%1.54%6.01%Q4 2013Q3 202335
Roble, Belko & Company, Inc 35350.80%2.12%2.69%Q1 2015Q3 202335
Vision Capital Management, Inc. 35350.14%2.80%4.75%Q1 2015Q3 202335
CKW FINANCIAL GROUP 2020.00%0.01%0.32%Q4 2013Q3 202335
ROPES WEALTH ADVISORS LLC 35350.18%0.60%1.82%Q1 2015Q3 202335
Montecito Bank & Trust 2220.04%0.36%2.92%Q2 2013Q4 202335
Cordasco Financial Network 35350.15%0.41%0.91%Q4 2013Q2 202235
Sageworth Trust Co 1070.00%1.63%5.38%Q2 2013Q3 202335
PROVIDA PENSION FUND ADMINISTRATOR 1490.01%1.33%6.60%Q4 2013Q4 202235
Carroll Financial Associates, Inc. 35350.02%0.05%0.20%Q2 2013Q4 202135
Simplicity Solutions, LLC 3230.04%0.53%1.53%Q4 2014Q3 202335
Trust Co 35350.08%1.32%5.66%Q1 2015Q3 202335
Tower Research Capital LLC (TRC) 1010.00%0.15%0.74%Q3 2013Q3 202335
Voya Financial Advisors, Inc. 35350.04%0.38%0.86%Q1 2015Q3 202335
Truepoint, Inc. 3320.02%0.11%0.24%Q3 2014Q3 202335
Estate Counselors, LLC 3410.04%2.34%5.34%Q4 2014Q3 202335
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2960.06%1.78%4.26%Q2 2013Q3 202335
Courage Miller Partners, LLC 35352.08%2.41%2.73%Q1 2015Q3 202335
South Dakota Investment Council 35350.61%8.28%15.40%Q1 2015Q3 202335
MISSION WEALTH MANAGEMENT, LP 34340.76%2.28%5.75%Q2 2015Q3 202334
Winch Advisory Services, LLC 3020.01%0.64%4.74%Q2 2014Q3 202334
FIRST MERCANTILE TRUST CO 34340.87%1.63%2.44%Q2 2013Q3 202134
Main Management LLC 3110.15%0.46%2.39%Q3 2013Q3 202334
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24100.06%0.32%0.65%Q2 2013Q3 202334
SECURITY NATIONAL TRUST CO 34340.01%0.15%2.63%Q2 2013Q3 202134
BINGHAM OSBORN & SCARBOROUGH LLC 34340.03%0.06%0.13%Q2 2013Q3 202134
Alexandria Capital, LLC 34340.47%1.60%4.90%Q2 2013Q3 202134
Tikvah Management LLC 3040.56%1.25%2.00%Q1 2015Q3 202334
Granite Investment Advisors, LLC 34340.07%0.16%0.35%Q2 2013Q3 202134
Winfield Associates, Inc. 34340.03%0.70%1.95%Q4 2013Q1 202234
Franklin, Parlapiano, Turner & Welch, LLC 2910.06%0.33%1.22%Q4 2012Q3 202134
HARVARD MANAGEMENT CO INC 34340.19%1.37%12.19%Q2 2013Q3 202134
Tradewinds Capital Management, LLC 34340.00%0.01%0.03%Q4 2013Q1 202234
Long Road Investment Counsel, LLC 1650.36%0.53%0.87%Q4 2014Q3 202334
Chicago Partners Investment Group LLC 3310.10%0.22%0.42%Q4 2014Q3 202334
Pinnacle Wealth Management Advisory Group, LLC 34340.07%0.38%1.51%Q2 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.01%0.16%0.68%Q2 2013Q3 202334
GRIMES & COMPANY, INC. 34340.11%0.85%2.91%Q2 2015Q3 202334
M&R CAPITAL MANAGEMENT INC 2730.00%0.61%1.67%Q2 2013Q4 202334
Lincoln Capital LLC 3130.09%0.14%0.21%Q4 2014Q3 202334
BARINGS LLC 3130.02%0.13%1.20%Q2 2013Q2 202334
NewSquare Capital LLC 3210.00%0.57%0.89%Q1 2014Q3 202334
Baird Financial Group, Inc. 34340.30%0.51%0.67%Q2 2015Q3 202334
ELM ADVISORS, LLC 34340.89%1.13%1.44%Q4 2013Q1 202234
QUADRANT CAPITAL GROUP LLC 34340.00%0.33%2.09%Q2 2015Q3 202334
QCI ASSET MANAGEMENT INC/NY 34340.08%0.76%2.30%Q2 2013Q3 202134
BlackRock Inc. 34340.00%0.01%0.06%Q2 2015Q3 202334
ARCADIA INVESTMENT MANAGEMENT CORP/MI 34340.02%0.29%0.48%Q2 2015Q3 202334
MASTRAPASQUA ASSET MANAGEMENT INC 34340.12%0.29%0.65%Q2 2015Q3 202334
FOSTER DYKEMA CABOT & CO INC/MA 2120.02%0.11%0.16%Q2 2013Q3 202333
AMERICAN NATIONAL BANK 23100.01%0.30%0.54%Q2 2013Q3 202333
MONTGOMERY INVESTMENT MANAGEMENT INC 33330.08%0.15%0.24%Q3 2015Q3 202333
Kingfisher Capital LLC 33330.15%0.97%3.21%Q3 2015Q3 202333
Stonehearth Capital Management, LLC 3210.96%6.55%9.33%Q2 2015Q4 202333
Merriman Wealth Management, LLC 1930.08%1.11%7.46%Q4 2013Q3 202333
Nuveen Asset Management, LLC 21120.00%0.04%0.32%Q2 2013Q3 202333
KING LUTHER CAPITAL MANAGEMENT CORP 3210.00%0.00%0.02%Q2 2014Q3 202333
Blue Edge Capital, LLC 33331.84%4.15%6.82%Q3 2015Q3 202333
Freestone Capital Holdings, LLC 33330.09%1.18%3.76%Q3 2015Q3 202333
Psagot Value Holdings Ltd. 33330.00%1.03%4.52%Q2 2013Q2 202133
BADGLEY PHELPS & BELL INC 33331.06%1.82%2.69%Q2 2013Q2 202133
Fragasso Group Inc. 20130.04%0.65%8.30%Q4 2014Q4 202333
MML INVESTORS SERVICES, LLC 2670.46%1.43%5.24%Q2 2015Q3 202333
Glenview Trust Co 2810.08%0.28%0.55%Q4 2011Q3 202333
Versant Capital Management, Inc 33330.00%0.09%0.96%Q4 2015Q4 202333
American Research & Management Co. 2850.00%0.11%0.16%Q2 2013Q3 202233
KINGS POINT CAPITAL MANAGEMENT 32320.00%0.22%0.39%Q2 2014Q1 202232
UMB Bank, n.a. 32320.06%0.25%0.52%Q4 2015Q3 202332
Choate Investment Advisors 1710.00%1.97%7.55%Q2 2013Q3 202332
Chesley Taft & Associates LLC 2930.02%0.13%0.26%Q2 2013Q3 202332
MURPHY CAPITAL MANAGEMENT INC 2210.03%0.25%0.80%Q2 2013Q2 202232
Diversified Trust Co 2930.04%1.88%3.93%Q2 2013Q4 202332
Bristlecone Advisors, LLC 32320.55%1.21%2.13%Q4 2015Q3 202332
Krilogy Financial LLC 3110.04%0.13%0.35%Q3 2015Q3 202332
Berkeley Capital Partners, LLC 32320.28%2.94%7.10%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.49%1.80%4.84%Q4 2015Q3 202332
First PREMIER Bank 32320.40%0.60%0.84%Q4 2015Q3 202332
Paradigm Financial Advisors, LLC 32320.18%1.26%2.92%Q1 2014Q4 202132
Armbruster Capital Management, Inc. 32320.32%0.79%1.19%Q4 2015Q3 202332
Advisors Capital Management, LLC 1610.01%0.06%0.12%Q2 2013Q3 202332
Anchor Investment Management, LLC 32320.03%0.09%0.17%Q1 2016Q4 202332
BSW Wealth Partners 32320.14%0.82%3.01%Q4 2015Q3 202332
MERIDIAN INVESTMENT COUNSEL INC. 32320.31%0.44%0.54%Q4 2015Q3 202332
St. Louis Trust Co 32320.25%0.81%1.54%Q4 2015Q3 202332
Ironwood Investment Counsel, LLC 2630.05%0.27%0.87%Q2 2013Q3 202332
Bishop & Co Investment Management, LLC 32322.04%3.84%9.37%Q4 2015Q3 202332
OLD SECOND NATIONAL BANK OF AURORA 32320.00%0.03%0.24%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.12%1.45%6.18%Q4 2015Q3 202332
NORRIS PERNE & FRENCH LLP/MI 32320.05%0.52%0.88%Q4 2015Q3 202332
NICOLET BANKSHARES INC 32320.14%1.03%2.95%Q4 2015Q3 202332
D'Orazio & Associates, Inc. 32320.03%0.38%1.82%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.29%0.97%1.85%Q4 2015Q3 202332
Cetera Investment Advisers 32320.23%0.35%0.72%Q4 2015Q3 202332
Crestone Asset Management LLC 32321.07%5.11%13.59%Q4 2015Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.78%2.12%3.28%Q4 2015Q3 202332
Northeast Financial Consultants Inc 32320.02%0.19%0.47%Q4 2013Q3 202132
UNITED SERVICES AUTOMOBILE ASSOCIATION 32320.03%0.74%1.46%Q2 2013Q1 202132
BRIGHTON JONES LLC 2660.04%0.11%0.21%Q3 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.26%1.21%2.30%Q2 2013Q1 202132
REILLY FINANCIAL ADVISORS, LLC 2840.01%0.02%0.04%Q2 2013Q4 202132
CPWM, LLC 2440.06%0.20%0.38%Q2 2012Q3 202232
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 18140.18%7.62%17.21%Q4 2013Q3 202332
IFP Advisors, Inc 17140.08%0.24%0.41%Q4 2015Q3 202331
WMS Partners, LLC 1640.04%0.12%0.28%Q2 2013Q3 202331
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2650.00%0.03%0.09%Q4 2013Q3 202331
Allen Investment Management, LLC 3010.03%0.83%1.49%Q3 2015Q3 202331
Ayalon Insurance Comp Ltd. 2120.01%0.60%3.16%Q1 2015Q3 202331
M Holdings Securities, Inc. 1110.11%0.40%1.33%Q4 2013Q1 202331
Asset Dedication, LLC 2650.04%0.26%1.36%Q4 2015Q3 202331
Peak Financial Management, Inc. 3010.46%2.36%3.13%Q4 2015Q3 202331
CWA Asset Management Group, LLC 31310.07%0.35%1.00%Q1 2016Q3 202331
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 31310.07%0.13%0.21%Q1 2016Q3 202331
Balentine LLC 3010.00%0.23%0.54%Q2 2015Q3 202331
Intersect Capital LLC 31310.91%1.26%1.95%Q4 2014Q2 202231
First Financial Bank - Trust Division 31310.03%0.06%0.10%Q4 2013Q2 202131
MYCIO WEALTH PARTNERS, LLC 1410.00%0.13%2.05%Q2 2013Q1 202331
NEXT Financial Group, Inc 31310.01%0.28%0.54%Q2 2014Q4 202131
EVERMAY WEALTH MANAGEMENT LLC 2310.10%0.36%1.59%Q4 2014Q3 202331
FIRST INTERSTATE BANK 2230.02%0.26%1.27%Q3 2015Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.03%0.22%0.79%Q1 2016Q3 202331
Oakworth Capital, Inc. 1110.00%1.12%3.85%Q4 2013Q3 202331
Simmons Bank 31310.88%1.82%2.78%Q1 2016Q3 202331
Homrich & Berg 1710.02%0.05%0.10%Q2 2013Q3 202131
Geneos Wealth Management Inc. 31310.02%0.26%0.80%Q1 2016Q3 202331
Baker Avenue Asset Management, LP 2510.03%1.37%2.46%Q3 2014Q3 202331
HT Partners LLC 31310.63%3.17%5.86%Q1 2016Q3 202331
McNamara Financial Services, Inc. 31311.34%5.42%17.74%Q1 2016Q3 202331
Kovitz Investment Group Partners, LLC 31310.01%0.07%0.14%Q1 2016Q3 202331
Intercontinental Wealth Advisors, LLC 31310.21%0.89%2.15%Q4 2015Q2 202331
Frontier Wealth Management LLC 31310.01%0.09%0.15%Q4 2014Q2 202231
Argent Trust Co 2830.08%0.23%0.67%Q4 2014Q3 202331
Bouchey Financial Group Ltd 2620.03%0.93%2.12%Q4 2013Q3 202331
LGL PARTNERS, LLC 31310.16%1.57%3.04%Q4 2015Q2 202331
Integrated Investment Consultants, LLC 2380.09%1.78%6.08%Q4 2015Q3 202331
SIGNET FINANCIAL MANAGEMENT, LLC 1930.09%0.56%1.26%Q4 2014Q3 202331
D. E. Shaw & Co., Inc. 2920.00%0.04%0.13%Q2 2013Q3 202231
Sutton Wealth Advisors Inc. 31310.00%0.07%0.23%Q1 2016Q3 202331
Harbour Capital Advisors, LLC 2130.12%0.37%0.59%Q1 2016Q4 202330
Mirador Capital Partners LP 30300.05%1.59%5.71%Q1 2016Q2 202330
NOMURA ASSET MANAGEMENT CO LTD 1630.00%0.04%0.36%Q2 2013Q3 202330
Country Club Trust Company, n.a. 1410.09%0.80%2.17%Q2 2013Q4 202130
Crestwood Advisors Group, LLC 2410.01%0.08%0.27%Q2 2013Q3 202330
Hilltop Holdings Inc. 1950.03%0.34%1.60%Q2 2013Q3 202330
Filament LLC 30300.50%8.97%10.58%Q2 2013Q3 202030
Moors & Cabot, Inc. 1810.03%0.05%0.08%Q2 2014Q3 202330
Cypress Capital Group 2910.03%0.14%0.63%Q2 2013Q4 202130
FULTON BREAKEFIELD BROENNIMAN LLC 1810.02%0.48%1.31%Q3 2015Q3 202330
First Allied Advisory Services, Inc. 30300.10%0.28%1.27%Q2 2013Q3 202030
AlphaMark Advisors, LLC 2910.00%0.03%0.04%Q2 2013Q1 202230
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 2310.05%0.73%1.28%Q2 2013Q4 202230
ETRADE Capital Management LLC 30301.20%1.78%2.91%Q2 2013Q3 202030
QUANTUM CAPITAL MANAGEMENT 30300.07%0.27%0.48%Q2 2013Q3 202030
Corrigan Financial, Inc. 2730.07%0.25%0.47%Q4 2015Q2 202330
Snowden Capital Advisors LLC 2280.03%0.17%0.40%Q1 2016Q3 202330
Hanlon Investment Management, Inc. 1620.00%0.58%2.05%Q3 2014Q3 202330
Jacobi Capital Management LLC 30300.02%0.07%0.16%Q2 2016Q3 202330
Wealthcare Advisory Partners LLC 30300.29%0.80%1.65%Q2 2016Q3 202330
GIRARD PARTNERS LTD. 30300.03%0.20%0.62%Q4 2015Q1 202330
E&G Advisors, LP 30300.63%1.24%1.89%Q2 2016Q3 202330
TELEMUS CAPITAL, LLC 2820.06%0.13%0.30%Q3 2013Q3 202330
Nicholas Hoffman & Company, LLC. 30300.37%1.82%5.22%Q2 2016Q3 202330
FFT WEALTH MANAGEMENT LLC 1930.03%6.64%11.44%Q4 2015Q3 202330
LifePlan Financial Group, Inc 30300.34%1.23%2.36%Q2 2013Q3 202030
Horan Securities, Inc. 2280.18%1.74%5.69%Q1 2016Q3 202330
YALE UNIVERSITY 911.06%37.35%96.28%Q2 2013Q3 202330
TOTH FINANCIAL ADVISORY CORP 2460.00%0.03%0.16%Q2 2013Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.25%0.34%0.46%Q3 2013Q4 202030
RIVERNORTH CAPITAL MANAGEMENT, LLC 2910.09%1.06%2.28%Q2 2013Q2 202230
Coe Capital Management, LLC 2610.22%1.29%2.80%Q2 2013Q2 202130
Cornerstone Advisors, Inc. 30300.11%0.73%1.36%Q2 2013Q3 202030
JAG CAPITAL MANAGEMENT, LLC 30300.03%0.07%0.17%Q2 2016Q3 202330
TWIN CAPITAL MANAGEMENT INC 30300.12%0.43%0.89%Q2 2013Q3 202030
InterOcean Capital, LLC 29290.06%0.33%1.19%Q2 2013Q2 202029
MACKENZIE FINANCIAL CORP 1410.00%0.10%0.99%Q3 2013Q3 202329
Fisher Asset Management, LLC 2720.00%0.01%0.02%Q4 2013Q3 202329
Legal & General Group Plc 2540.00%0.00%0.03%Q3 2014Q4 202129
CITIZENS FINANCIAL GROUP INC/RI 29290.03%0.15%0.48%Q3 2016Q3 202329
WINTRUST INVESTMENTS LLC 18110.31%4.61%15.37%Q2 2016Q3 202329
MONETA GROUP INVESTMENT ADVISORS LLC 2410.01%0.19%0.44%Q4 2013Q3 202329
EASTERN BANK 29290.04%0.44%1.12%Q2 2013Q2 202029
Kovack Advisors, Inc. 2710.07%0.13%0.30%Q4 2014Q3 202329
Maple Capital Management, Inc. 1430.03%0.08%0.15%Q2 2013Q4 202029
Symmetry Partners, LLC 29290.94%1.79%2.60%Q4 2016Q4 202329
HALL LAURIE J TRUSTEE 1330.02%0.05%0.88%Q4 2015Q3 202329
V Wealth Advisors LLC 18110.10%0.31%0.54%Q1 2016Q2 202329
Migdal Insurance & Financial Holdings Ltd. 2180.00%1.00%7.55%Q4 2015Q3 202329
WealthPLAN Partners, LLC 2110.01%0.16%1.15%Q1 2015Q2 202329
First Heartland Consultants, Inc. 1910.07%0.27%0.43%Q2 2013Q3 202329
Mechanics Bank Trust Department 29290.15%0.43%0.74%Q3 2016Q3 202329
Strid Group, LLC 2610.10%5.79%7.38%Q4 2015Q3 202329
Arete Wealth Advisors, LLC 29290.07%0.61%1.15%Q3 2016Q3 202329
Endurance Wealth Management, Inc. 17120.00%0.06%0.17%Q2 2015Q2 202329
Plancorp, LLC 2630.04%0.17%0.47%Q1 2014Q3 202329
Coyle Financial Counsel LLC 2450.37%0.96%2.45%Q4 2013Q3 202329
Formidable Asset Management, LLC 1210.04%0.08%0.41%Q3 2013Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.04%Q3 2013Q3 202329
New England Private Wealth Advisors LLC 2410.06%0.26%0.37%Q4 2013Q3 202329
PATHSTONE FAMILY OFFICE, LLC 2320.00%0.23%0.54%Q2 2013Q3 202329
Lenox Wealth Advisors, LLC 1910.00%0.18%0.69%Q2 2013Q1 202229
Alley Co LLC 18110.16%0.62%0.81%Q2 2013Q4 202129
Catalyst Capital Advisors LLC 29290.92%2.48%6.50%Q3 2016Q3 202329
Callan Capital, LLC 15140.10%2.52%5.41%Q2 2013Q3 202329
Blankinship & Foster, LLC 28283.99%6.47%8.83%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.11%0.24%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.09%0.21%0.38%Q4 2016Q3 202328
Norway Savings Bank 28281.29%2.01%2.51%Q4 2016Q3 202328
VESTOR CAPITAL, LLC 15130.01%1.24%3.16%Q3 2016Q3 202328
Parallel Advisors, LLC 28280.10%0.54%1.18%Q4 2016Q3 202328
SigFig Wealth Management, LLC 28280.51%2.15%8.24%Q4 2016Q3 202328
GenTrust, LLC 28282.69%6.64%9.43%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.13%0.41%0.87%Q3 2016Q3 202328
NewEdge Advisors, LLC 28280.18%0.29%0.41%Q4 2016Q3 202328
Asset Management One Co., Ltd. 28280.02%0.04%0.08%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.08%0.11%0.20%Q1 2017Q4 202328
Banco Santander, S.A. 28280.01%0.16%0.33%Q4 2016Q3 202328
Greytown Advisors Inc. 28281.96%3.67%4.59%Q4 2016Q3 202328
Perennial Advisors, LLC 28280.17%0.32%0.53%Q4 2016Q3 202328
Koshinski Asset Management, Inc. 2710.10%0.23%0.41%Q3 2016Q3 202328
Stratford Consulting, LLC 28284.04%5.64%9.63%Q2 2013Q1 202028
Steward Partners Investment Advisory, LLC 28280.10%0.28%0.46%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.08%0.28%Q4 2016Q3 202328
Bison Wealth, LLC 28280.14%0.22%0.30%Q4 2014Q3 202128
Pictet North America Advisors SA 2210.16%0.37%0.74%Q2 2014Q3 202228
Milliman Financial Risk Management LLC 28281.55%2.66%3.74%Q4 2015Q3 202228
Riverpoint Wealth Management Holdings, LLC 28280.55%0.92%1.43%Q4 2016Q3 202328
JANICZEK WEALTH MANAGEMENT, LLC 28280.19%4.03%8.72%Q4 2016Q3 202328
MILES CAPITAL, INC. 28280.18%0.35%0.75%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.03%0.30%1.52%Q1 2016Q4 202228
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.13%0.83%1.73%Q4 2016Q3 202328
Relative Value Partners Group, LLC 28280.04%0.19%0.63%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.08%0.22%0.45%Q4 2016Q3 202328
Stockman Wealth Management, Inc. 28280.07%0.64%1.99%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.82%1.06%1.40%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.00%1.32%9.43%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.20%0.57%1.89%Q4 2016Q3 202328
KLINGENSTEIN FIELDS & CO LP 2610.01%0.02%0.02%Q3 2013Q3 202328
HALBERT HARGROVE GLOBAL ADVISORS, LLC 2350.03%0.38%0.86%Q2 2013Q3 202328
Sterling Investment Advisors, Ltd. 28280.15%0.19%0.24%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.15%0.32%0.57%Q4 2016Q3 202328
Timber Creek Capital Management LLC 28280.33%1.53%3.76%Q2 2013Q1 202028
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.93%2.21%Q4 2017Q4 202228
Bridgeworth, LLC 28280.08%0.37%1.16%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.04%0.16%0.47%Q4 2016Q3 202328
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.02%Q3 2013Q2 202328
CAPITAL ADVISORS INC/OK 28280.08%0.36%1.02%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.67%1.89%5.16%Q4 2016Q3 202328
Highland Private Wealth Management 28280.41%2.59%5.21%Q4 2015Q3 202228
CONCENTRIC WEALTH MANAGEMENT, LLC 28281.48%2.01%2.35%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.01%0.02%0.05%Q4 2016Q3 202328
WESTWOOD HOLDINGS GROUP INC 2080.00%0.06%0.26%Q1 2016Q3 202328
Jolley Asset Management, LLC 28280.19%0.39%0.63%Q2 2013Q1 202028
Probity Advisors, Inc. 1820.11%0.35%0.81%Q2 2016Q3 202328
GREAT WEST LIFE ASSURANCE CO /CAN/ 15130.00%0.04%0.15%Q2 2013Q3 202328
Omnia Family Wealth, LLC 28280.55%4.26%7.35%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.03%0.14%0.38%Q4 2016Q3 202328
Millburn Ridgefield Corp 28282.16%3.36%7.54%Q4 2016Q3 202328
Northwest Quadrant Wealth Management, LLC 28282.78%3.89%4.64%Q4 2016Q3 202328
Gilbert & Cook, Inc. 28280.10%1.32%4.41%Q4 2016Q3 202328
O'Dell Group, LLC 28284.72%9.23%12.94%Q4 2016Q3 202328
REDW Wealth LLC 28281.75%2.58%3.73%Q4 2016Q3 202328
BANK OF NOVA SCOTIA 1710.00%0.13%1.18%Q1 2013Q3 202228
AE Wealth Management LLC 28280.13%0.52%1.13%Q4 2016Q3 202328
QS Investors, LLC 2710.00%0.15%0.26%Q2 2013Q2 202128
Abbrea Capital, LLC 28280.71%1.39%2.00%Q4 2016Q3 202328
BRINKER CAPITAL INC 2080.06%0.72%2.19%Q2 2013Q2 202028
Fusion Family Wealth LLC 28284.05%7.20%14.98%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.05%0.47%1.13%Q4 2016Q3 202328
Financial Enhancement Group LLC 27270.00%0.87%5.56%Q1 2017Q3 202327
Legacy Advisors, LLC 27270.01%0.17%0.41%Q4 2016Q2 202327
Moisand Fitzgerald Tamayo, LLC 2520.01%0.06%0.23%Q4 2015Q3 202327
Whitnell & Co. 27270.04%0.55%1.12%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.41%0.60%0.89%Q2 2013Q4 201927
SAWGRASS ASSET MANAGEMENT LLC 2070.02%0.04%0.05%Q4 2016Q3 202327
CIBC BANK USA 27270.51%1.69%3.48%Q2 2013Q4 201927
F&V Capital Management, LLC 27270.19%0.26%0.35%Q1 2017Q3 202327
PERRITT CAPITAL MANAGEMENT INC 27271.08%2.70%4.05%Q1 2017Q3 202327
Paracle Advisors, LLC 27270.20%4.08%6.11%Q3 2014Q1 202127
INDEPENDENT INVESTORS INC 2520.05%0.40%0.85%Q2 2013Q3 202327
Global Retirement Partners, LLC 2070.20%0.55%1.11%Q4 2016Q3 202327
Baldwin Investment Management, LLC 1430.03%0.13%0.27%Q2 2013Q3 202327
FOUNDERS FINANCIAL SECURITIES LLC 2110.06%2.29%4.41%Q4 2013Q3 202327
LVM CAPITAL MANAGEMENT LTD/MI 27270.06%1.36%3.31%Q1 2017Q3 202327
FCA CORP /TX 1330.09%0.42%0.80%Q3 2015Q3 202327
Kohmann Bosshard Financial Services, LLC 2520.10%0.57%1.86%Q4 2016Q3 202327
SIMON QUICK ADVISORS, LLC 27270.00%0.30%0.85%Q1 2017Q3 202327
Sheaff Brock Investment Advisors, LLC 1810.02%0.05%0.12%Q4 2015Q2 202327
Avantax Planning Partners, Inc. 2160.01%0.23%0.78%Q4 2016Q3 202327
AMG National Trust Bank 27270.02%0.05%0.10%Q1 2017Q3 202327
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1530.00%0.05%0.27%Q3 2013Q3 202327
Pineno Levin & Ford Asset Management, Inc. 27270.08%0.15%0.30%Q2 2013Q4 201927
Concorde Asset Management, LLC 1310.13%0.44%0.84%Q4 2014Q1 202327
Moloney Securities Asset Management, LLC 27270.04%0.12%0.31%Q1 2017Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.08%0.18%0.42%Q4 2016Q3 202327
First Command Bank 27270.02%0.69%1.77%Q4 2016Q2 202327
Ironwood Financial, llc 2340.00%0.20%1.03%Q4 2014Q3 202127
Keeley-Teton Advisors, LLC 27270.06%0.20%0.32%Q1 2017Q3 202327
MCMILLION CAPITAL MANAGEMENT INC 17100.01%1.44%3.87%Q2 2013Q2 202327
First Command Financial Services, Inc. 27270.02%0.57%1.81%Q4 2016Q2 202327
Continuum Advisory, LLC 27270.30%1.14%2.84%Q1 2017Q3 202327
BOYS ARNOLD & CO INC 2160.06%0.87%18.93%Q2 2013Q1 202027
Conservest Capital Advisors, Inc. 27270.04%0.15%0.23%Q1 2017Q3 202327
Heritage Trust Co 27271.22%3.71%8.41%Q1 2017Q3 202327
Poplar Forest Capital LLC 2340.02%0.03%0.05%Q2 2014Q3 202327
Parkside Investments, LLC 27270.16%1.67%8.46%Q1 2017Q3 202327
Wela Strategies, Inc. 2610.69%3.26%5.52%Q1 2017Q4 202327
GRANDFIELD & DODD, LLC 930.02%0.03%0.05%Q2 2013Q3 202327
Asset Planning Services, Ltd. 27270.23%0.32%0.48%Q2 2015Q4 202127
Motley Fool Wealth Management, LLC 27270.02%0.05%0.09%Q1 2017Q3 202327
Stelac Advisory Services LLC 1810.12%1.86%8.74%Q4 2012Q4 202027
Kingsview Wealth Management, LLC 2060.09%0.22%0.37%Q1 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.49%0.87%1.34%Q4 2016Q1 202326
Hirtle Callaghan & Co LLC 2310.06%2.03%4.24%Q3 2013Q3 202326
Johnson Financial Group, LLC 2061.41%4.53%8.97%Q4 2016Q3 202326
Spot Trading L.L.C 510.00%0.01%0.07%Q2 2013Q2 201626
FAS Wealth Partners, Inc. 1610.03%0.05%0.08%Q3 2016Q3 202326
Clark Capital Management Group, Inc. 2410.02%0.37%2.44%Q2 2013Q4 202126
Aveo Capital Partners, LLC 1410.31%0.55%0.81%Q4 2016Q3 202326
MADISON INVESTMENT HOLDINGS INC 26260.02%0.19%0.90%Q2 2013Q3 201926
PEOPLES BANK /OH 26260.22%0.41%0.63%Q1 2017Q2 202326
SUNTRUST BANKS INC 26260.16%0.37%0.60%Q2 2013Q3 201926
VPR Management LLC 262614.99%26.09%36.95%Q2 2017Q3 202326
Jordan Park Group LLC 24240.01%9.95%34.47%Q4 2017Q3 202326
CARRET ASSET MANAGEMENT, LLC 26260.04%0.21%0.32%Q2 2017Q3 202326
SHINE INVESTMENT ADVISORY SERVICES INC 26260.38%2.74%9.84%Q2 2014Q3 202026
NatWest Group plc 1550.00%1.08%3.94%Q2 2013Q3 202126
Rinet Co LLC 26261.82%3.65%10.32%Q2 2015Q3 202126
OneDigital Investment Advisors LLC 26260.01%0.09%0.33%Q2 2017Q3 202326
ZEKE CAPITAL ADVISORS, LLC 1410.02%0.04%0.14%Q1 2016Q4 202226
MARSHALL & SULLIVAN INC /WA/ 2153.60%5.36%15.80%Q1 2017Q3 202326
Financial Architects, Inc 1830.00%0.04%0.22%Q2 2013Q2 202026
Smart Portfolios, LLC 1931.22%3.73%8.24%Q3 2016Q3 202326
Ally Financial Inc. 26260.66%2.70%4.08%Q2 2017Q3 202326
BOSTON ADVISORS LLC 26260.04%0.37%1.08%Q2 2013Q3 201926
Stellar Capital Management, LLC 15111.58%3.16%3.67%Q4 2013Q2 202026
Fortis Advisors, LLC 26260.20%0.34%0.61%Q2 2017Q3 202326
Patten Group, Inc. 1610.03%0.23%0.62%Q4 2014Q4 202126
First American Bank 940.03%0.05%0.08%Q2 2013Q4 202126
Elgethun Capital Management 2060.11%1.00%2.04%Q4 2016Q3 202326
BUCKHEAD CAPITAL MANAGEMENT LLC 26260.06%0.13%0.18%Q2 2017Q3 202326
AXA S.A. 26260.00%0.02%0.05%Q2 2013Q3 201926
Grove Bank & Trust 26260.00%0.37%0.75%Q2 2017Q3 202326
Meridian Wealth Management, LLC 1970.10%0.21%0.38%Q1 2017Q3 202326
Columbia Asset Management 1510.11%0.16%0.36%Q4 2013Q3 202326
BB&T SECURITIES, LLC 26260.02%0.13%0.36%Q2 2013Q3 201926
Institute for Wealth Management, LLC. 1910.00%0.35%0.67%Q2 2013Q3 202326
Beaumont Financial Partners, LLC 2330.02%0.63%2.44%Q2 2013Q3 202226
SRS Capital Advisors, Inc. 1070.28%2.17%4.70%Q4 2016Q3 202326
Hefren-Tillotson, Inc. 14120.00%1.61%4.75%Q3 2015Q1 202226
PRUDENTIAL FINANCIAL INC 2010.00%0.01%0.04%Q2 2013Q3 202326
ANCHOR CAPITAL ADVISORS LLC 1710.00%0.01%0.02%Q4 2014Q3 202226
WP Advisors, LLC 13130.24%2.11%4.43%Q4 2016Q3 202326
VAN ECK ASSOCIATES CORP 2330.00%0.01%0.02%Q2 2013Q4 202126
DIMENSION CAPITAL MANAGEMENT LLC 26260.14%0.30%0.61%Q2 2017Q3 202326
Hikari Power Ltd 14110.06%0.26%0.60%Q2 2017Q3 202325
RETIREMENT CAPITAL STRATEGIES 25250.21%2.51%4.63%Q4 2013Q4 201925
OXFORD FINANCIAL GROUP, LTD. LLC 25250.10%0.86%9.40%Q3 2017Q3 202325
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 2111.74%2.28%2.94%Q2 2013Q4 201925
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.04%0.15%0.29%Q4 2014Q3 202225
Callahan Advisors, LLC 15100.04%0.08%0.17%Q2 2013Q1 202225
Westside Investment Management, Inc. 1510.01%0.78%2.02%Q4 2016Q3 202325
Winslow, Evans & Crocker, Inc. 1960.00%0.09%0.23%Q4 2013Q4 202025
JOYN Advisors, Inc. 2320.38%1.22%8.81%Q2 2013Q1 202025
AlphaStar Capital Management, LLC 2410.21%0.52%3.05%Q2 2017Q3 202325
Sowell Financial Services LLC 1020.07%0.55%1.78%Q4 2016Q3 202325
RFG Advisory, LLC 1310.05%0.18%0.55%Q2 2015Q3 202325
BEACON INVESTMENT ADVISORY SERVICES, INC. 25250.25%0.34%0.44%Q3 2017Q3 202325
COBIZ WEALTH, LLC 25250.06%0.18%0.49%Q2 2013Q2 201925
Mosaic Family Wealth, LLC 25251.12%1.43%2.59%Q4 2015Q4 202125
Horizon Investments, LLC 2310.00%0.92%11.39%Q2 2013Q3 202325
Cerity Partners LLC 25250.19%0.40%0.98%Q3 2017Q3 202325
TWO SIGMA SECURITIES, LLC 510.00%0.11%0.59%Q4 2014Q3 202325
Barber Financial Group, Inc. 2320.04%0.39%1.72%Q4 2016Q1 202325
Vivaldi Capital Management LP 2410.00%1.03%3.29%Q1 2017Q3 202325
Cornerstone Advisory, LLC 2230.05%0.40%1.37%Q2 2017Q3 202325
Cedar Wealth Management, LLC 2320.03%0.15%0.58%Q4 2015Q3 202325
L. Roy Papp & Associates, LLP 1010.04%0.07%0.09%Q2 2013Q1 202025
Financial Management Professionals, Inc. 1210.00%2.11%4.48%Q2 2013Q3 202325
TIAA, FSB 25250.51%1.18%1.62%Q2 2017Q2 202325
BDO Wealth Advisors, LLC 25251.78%3.83%6.44%Q2 2017Q2 202325
Accredited Investors Inc. 1310.02%0.57%1.77%Q2 2013Q3 202325
ACG Wealth 2010.04%0.09%0.13%Q3 2014Q3 202225
Valeo Financial Advisors, LLC 25251.30%3.90%6.54%Q3 2017Q3 202325
Affiance Financial, LLC 1960.18%0.44%0.86%Q3 2016Q4 202225
Laird Norton Wetherby Wealth Management, LLC 25250.04%0.43%0.98%Q3 2017Q3 202325
S&T BANK/PA 13120.03%0.19%0.34%Q2 2017Q3 202325
Clearwater Capital Advisors, LLC 25250.04%0.05%0.09%Q3 2017Q3 202325
Windsor Wealth Management, Inc. 24240.10%0.26%0.58%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.02%0.95%3.74%Q4 2017Q3 202324
Brightworth 24240.04%0.18%0.84%Q4 2016Q3 202224
AdvisorNet Financial, Inc 24240.02%0.35%1.58%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.10%0.25%0.57%Q4 2017Q3 202324
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.00%0.35%1.41%Q4 2017Q3 202324
Diversified Portfolios, Inc. 1680.10%0.18%0.30%Q4 2014Q3 202324
Forefront Analytics, LLC 24241.56%3.70%9.06%Q4 2017Q3 202324
Radnor Capital Management, LLC 1810.11%0.18%0.25%Q4 2016Q3 202324
WealthTrust Fairport, LLC 24240.07%1.67%5.17%Q2 2013Q1 201924
HL FINANCIAL SERVICES LLC 24240.33%0.60%0.92%Q2 2013Q1 201924
Palisade Asset Management, LLC 24240.09%0.16%0.23%Q4 2017Q3 202324
CAPITAL FUND MANAGEMENT S.A. 610.00%0.03%0.07%Q3 2014Q1 202324
Sabal Trust CO 2310.03%0.18%0.39%Q2 2013Q3 202324
Ullmann Wealth Partners Group, LLC 24240.06%1.23%3.45%Q4 2016Q3 202224
NorthRock Partners, LLC 1730.02%0.07%0.14%Q4 2015Q3 202324
Financial Advisors Network, Inc. 1710.64%2.75%5.24%Q4 2016Q3 202324
McIlrath & Eck, LLC 24240.05%0.19%0.56%Q4 2017Q3 202324
Acorns Advisers, LLC 1820.00%4.37%19.86%Q4 2016Q1 202324
SG Americas Securities, LLC 710.00%0.08%1.00%Q2 2013Q4 202124
BHK Investment Advisors, LLC 24241.79%3.69%6.72%Q4 2017Q3 202324
Brickley Wealth Management 24240.60%1.67%3.56%Q4 2017Q3 202324
Broadleaf Partners, LLC 24240.63%1.11%1.60%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.03%0.21%1.20%Q3 2017Q3 202324
FLOW TRADERS U.S. LLC 710.00%3.38%19.73%Q3 2013Q3 202324
Cypress Wealth Services, LLC 24240.32%0.66%1.54%Q4 2017Q3 202324
Trilogy Capital Inc. 24240.18%1.14%4.80%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.12%1.14%2.14%Q4 2017Q3 202324
Trellis Advisors, LLC 24242.05%2.50%3.05%Q4 2017Q3 202324
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24240.28%0.48%0.80%Q4 2017Q3 202324
WoodTrust Financial Corp 24242.00%2.60%2.96%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.05%0.13%0.23%Q4 2017Q3 202324
One Wealth Advisors, LLC 24240.25%3.52%6.72%Q4 2017Q3 202324
PrairieView Partners, LLC 24241.77%2.80%3.90%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.55%1.55%3.86%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.11%0.20%0.34%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.16%0.29%Q4 2017Q3 202324
IFG Advisory, LLC 24240.04%0.15%0.49%Q4 2017Q3 202324
BRIDGES INVESTMENT MANAGEMENT INC 24240.15%1.60%3.51%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.21%1.90%4.47%Q4 2017Q3 202324
Front Row Advisors LLC 24240.18%0.24%0.29%Q4 2017Q3 202324
WRAPMANAGER INC 1770.16%1.40%2.46%Q3 2012Q4 201924
WealthShield Partners, LLC 24240.08%0.26%0.52%Q4 2017Q3 202324
Holistic Financial Partners 24241.09%5.33%15.77%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.14%0.35%1.04%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.27%0.61%1.06%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.09%0.21%0.41%Q4 2017Q3 202324
TIEDEMANN ADVISORS, LLC 24240.07%0.30%0.98%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24241.36%2.54%4.93%Q4 2017Q3 202324
Crewe Advisors LLC 24240.29%0.68%1.33%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.11%0.43%1.15%Q4 2017Q3 202324
Waldron Private Wealth LLC 24240.06%0.73%1.58%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.30%0.39%0.48%Q4 2017Q3 202324
Parkwood LLC 1230.22%6.95%17.94%Q4 2013Q3 202324
Ballast, Inc. 24240.59%3.08%4.78%Q4 2017Q3 202324
SIMPLEX TRADING, LLC 810.00%0.02%0.09%Q1 2015Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.20%1.59%1.91%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.49%0.85%1.43%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.69%0.93%1.26%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Larson Financial Group LLC 24240.12%0.95%6.04%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.05%0.12%0.19%Q4 2017Q3 202324
Ellenbecker Investment Group 24240.43%0.97%1.88%Q4 2017Q3 202324
CNB Bank 24240.03%0.11%0.19%Q4 2017Q3 202324
Rossmore Private Capital 24240.15%0.48%1.13%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.05%0.21%0.48%Q4 2017Q3 202324
AT Bancorp 24240.09%1.47%3.27%Q2 2013Q1 201924
Wells Trecaso Financial Group, LLC 24240.35%0.64%0.90%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.71%1.04%2.13%Q4 2017Q3 202324
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 24240.00%0.01%0.06%Q4 2017Q3 202324
ADELL HARRIMAN & CARPENTER INC 24240.02%0.14%0.31%Q3 2016Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.54%0.69%0.89%Q4 2017Q3 202324
CHARTIST INC /CA/ 1510.11%0.21%0.73%Q2 2016Q1 202324
STOCK YARDS BANK & TRUST CO 1410.02%0.06%0.12%Q2 2013Q3 202324
HARBOR ADVISORY CORP /MA/ 24242.80%5.35%8.08%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.11%0.21%0.39%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.69%1.12%1.76%Q4 2017Q3 202324
King Wealth Management Group 2040.06%0.46%1.41%Q4 2013Q4 201924
TD Ameritrade Trust Co 24242.70%7.53%17.27%Q2 2013Q1 201924
PDS Planning, Inc 24243.41%4.39%5.49%Q4 2017Q3 202324
Newman Dignan & Sheerar, Inc. 1220.01%0.32%1.27%Q2 2013Q2 202324
HoyleCohen, LLC 24240.13%0.48%0.73%Q4 2017Q3 202324
TOCQUEVILLE ASSET MANAGEMENT L.P. 2010.00%0.10%0.30%Q2 2013Q3 202324
CENTAURUS FINANCIAL, INC. 24240.18%0.56%1.22%Q4 2017Q3 202324
RENAISSANCE GROUP LLC 830.01%0.02%0.02%Q2 2013Q2 202124
CHEMICAL BANK 24240.07%0.57%0.82%Q3 2013Q2 201924
Chandler Asset Management, Inc. 24243.92%5.63%8.03%Q4 2017Q3 202324
NOVARE CAPITAL MANAGEMENT LLC 1120.04%0.37%0.92%Q2 2013Q2 202224
Clarius Group, LLC 1820.03%0.20%0.69%Q4 2015Q3 202324
Kalos Management, Inc. 1510.00%0.80%2.63%Q4 2015Q1 202324
Cliffwater LLC 24240.68%2.34%3.34%Q4 2017Q3 202324
CHEMUNG CANAL TRUST CO 1350.06%0.19%0.64%Q2 2013Q4 201923
Keystone Financial Group 2120.09%0.30%0.84%Q4 2017Q3 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.08%0.17%0.26%Q2 2013Q4 201823
Relaxing Retirement Coach 23230.36%1.39%3.15%Q4 2017Q2 202323
Opus Capital Group, LLC 1940.02%0.78%1.29%Q4 2013Q3 202323
PREMIER ASSET MANAGEMENT LLC 23230.06%1.13%2.38%Q3 2013Q1 201923
Fairfield University 1581.32%16.71%27.35%Q2 2016Q3 202323
Rockefeller Capital Management L.P. 23230.15%0.22%0.33%Q1 2018Q3 202323
CreativeOne Wealth, LLC 23230.71%1.04%1.98%Q1 2018Q3 202323
WealthTrust-Arizona, LLC 23230.15%0.59%1.22%Q2 2013Q4 201823
YorkBridge Wealth Partners, LLC 1110.03%0.11%0.23%Q4 2016Q4 202223
Claybrook Capital, LLC 1490.18%1.10%2.43%Q4 2017Q3 202323
MAKENA CAPITAL MANAGEMENT LLC 1940.17%2.13%6.52%Q1 2014Q3 202023
Prime Capital Investment Advisors, LLC 1940.02%0.05%0.13%Q4 2017Q3 202323
Capital Directions Investment Advisors, LLC 1510.00%0.01%0.04%Q2 2013Q4 202223
MGO ONE SEVEN LLC 2120.06%0.28%0.54%Q4 2017Q3 202323
Essex Financial Services, Inc. 1720.08%0.14%0.39%Q1 2017Q3 202323
FRONTIER INVESTMENT MGMT CO 1350.03%0.10%0.17%Q2 2014Q2 202023
Nelson Capital Management, LLC 23231.55%2.41%3.36%Q1 2018Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.12%0.28%Q2 2013Q2 202123
Doyle Wealth Management 23230.06%0.16%0.32%Q1 2017Q3 202223
Lattice Strategies LLC 23230.31%2.08%5.45%Q2 2013Q4 201823
Aries Wealth Management 1760.69%1.14%1.96%Q4 2017Q3 202323
Peninsula Wealth, LLC 23234.44%7.30%10.21%Q1 2018Q3 202323
Signature Financial Management, Inc. 23230.73%2.64%13.08%Q2 2013Q4 201823
LODESTAR INVESTMENT COUNSEL LLC/IL 13100.02%0.14%0.39%Q2 2013Q2 201923
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.08%0.33%2.38%Q2 2013Q4 201823
INSPIRION WEALTH ADVISORS, LLC 23230.37%1.06%1.49%Q4 2014Q2 202023
BAR HARBOR TRUST SERVICES 1210.00%0.27%0.91%Q4 2013Q2 202223
BerganKDV Wealth Management, LLC 23230.00%0.03%0.07%Q4 2017Q2 202323
Ironwood Wealth Management, LLC. 2210.07%0.11%0.15%Q3 2017Q3 202323
LAKE STREET ADVISORS GROUP, LLC 1585.04%9.93%16.91%Q4 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.02%0.08%Q1 2018Q3 202323
EVERGREEN CAPITAL MANAGEMENT LLC 1490.02%0.08%0.17%Q4 2017Q3 202323
Well Done, LLC 23230.08%0.17%0.23%Q1 2018Q3 202323
Proficio Capital Partners LLC 1710.02%1.03%3.26%Q4 2015Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.42%0.91%1.90%Q1 2018Q3 202323
AMP Capital Investors Ltd 13100.01%0.74%2.94%Q2 2013Q3 201923
Hochman Cole Investment Advisors, Inc. 1850.10%0.21%0.32%Q4 2015Q3 202123
Miracle Mile Advisors, LLC 2210.03%0.35%1.47%Q4 2016Q3 202323
GM Advisory Group, LLC 1610.02%1.38%6.23%Q4 2014Q4 202223
CFO4Life Group, LLC 1660.09%1.60%5.23%Q3 2017Q3 202322
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 22220.88%4.80%10.29%Q1 2014Q2 201922
CAPE COD FIVE CENTS SAVINGS BANK 2020.14%0.33%0.51%Q2 2013Q3 202322
UNIVERSITY OF NOTRE DAME DU LAC 22220.73%2.21%6.25%Q4 2014Q1 202022
Money Design Co.,Ltd. 2110.02%1.62%4.45%Q3 2017Q3 202322
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1510.04%0.08%0.11%Q2 2013Q3 202322
Strategic Wealth Partners, Ltd. 22220.02%0.34%2.31%Q4 2017Q1 202322
Icon Wealth Partners, LLC 1930.07%0.30%0.71%Q4 2017Q3 202322
CX Institutional 22220.04%0.31%0.85%Q2 2018Q3 202322
RAND WEALTH, LLC 22220.83%1.40%2.13%Q2 2013Q3 201822
United Asset Strategies, Inc. 1340.03%0.11%0.50%Q4 2014Q4 202122
NewFocus Financial Group, LLC 1750.19%1.78%11.01%Q4 2013Q4 202022
PFG Advisors 1750.10%0.33%0.74%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22220.74%0.94%1.29%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.23%0.51%0.90%Q2 2018Q3 202322
Bedel Financial Consulting, Inc. 22220.06%0.20%0.58%Q1 2018Q2 202322
Moreno Evelyn V 22220.09%1.47%4.09%Q4 2013Q1 201922
Csenge Advisory Group 1410.03%0.09%0.35%Q3 2017Q3 202322
Capstone Financial Advisors, Inc. 22220.08%1.82%8.46%Q4 2014Q1 202022
Sonora Investment Management, LLC 1150.00%0.00%0.01%Q3 2015Q3 202122
Gradient Capital Advisors, LLC 22220.24%0.58%0.82%Q2 2018Q3 202322
BFSG, LLC 22220.82%1.32%1.77%Q2 2018Q3 202322
Meristem Family Wealth, LLC 910.02%0.22%1.69%Q2 2013Q1 202222
Fieldpoint Private Securities, LLC 22220.08%2.34%38.36%Q1 2017Q2 202222
Compagnie Lombard Odier SCmA 1410.00%0.09%0.37%Q4 2013Q2 202222
Wilshire Advisors LLC 22221.32%4.43%8.72%Q4 2015Q1 202122
RiverGlades Family Offices LLC 1442.56%4.83%6.35%Q4 2017Q3 202322
PRIVATE ASSET MANAGEMENT INC 22220.07%0.13%0.22%Q2 2018Q3 202322
Edge Wealth Management LLC 2110.00%0.02%0.04%Q1 2014Q3 202122
Lido Advisors, LLC 1390.01%0.03%0.06%Q2 2017Q3 202322
UBS ASSET MANAGEMENT AMERICAS INC 1390.00%0.03%0.07%Q2 2013Q3 201922
Fiduciary Trust Co International of Pennsylvania 1710.02%0.25%0.55%Q2 2013Q1 202022
Welch Group, LLC 1810.02%0.14%0.76%Q2 2013Q4 201922
CAPITAL ONE, NATIONAL ASSOCIATION 2110.13%0.30%0.70%Q2 2013Q4 201922
NEVILLE RODIE & SHAW INC 22220.04%0.05%0.06%Q2 2013Q3 201822
KCM INVESTMENT ADVISORS LLC 2110.01%0.11%0.25%Q2 2013Q3 201922
PANAGORA ASSET MANAGEMENT INC 22220.00%0.07%0.16%Q2 2013Q3 201822
Altavista Wealth Management, Inc. 850.10%0.33%0.83%Q2 2013Q4 202121
Westover Capital Advisors, LLC 920.09%1.56%2.40%Q2 2013Q3 202321
VICTORY CAPITAL MANAGEMENT INC 1830.00%0.06%0.27%Q4 2015Q3 202321
PITCAIRN CO 1410.02%0.14%0.87%Q4 2014Q3 202321
FCG ADVISORS, LLC 1920.06%0.33%0.92%Q4 2014Q3 202021
Lumbard & Kellner, LLC 2010.01%2.15%2.98%Q1 2015Q4 202221
Mosaic Financial Partners, Inc. 21210.44%0.74%1.42%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.73%1.10%1.99%Q3 2018Q3 202321
Peterson Wealth Advisors, LLC 1610.14%0.37%0.89%Q4 2017Q3 202321
Chevy Chase Trust Holdings, LLC 910.00%0.01%0.02%Q3 2013Q4 202121
FIRST FOUNDATION ADVISORS 960.03%0.05%0.13%Q3 2013Q3 202321
Clearstead Trust, LLC 2010.03%0.27%0.38%Q2 2017Q3 202321
VECTOR WEALTH MANAGEMENT, LLC 21218.68%12.98%17.08%Q4 2011Q4 201621
COMERICA SECURITIES INC 2010.20%0.54%1.01%Q2 2013Q4 201821
Clear Perspective Advisors, LLC 21210.10%0.62%1.35%Q4 2016Q4 202121
Pinnacle Bancorp, Inc. 2010.58%1.31%2.19%Q1 2017Q3 202321
Heritage Way Advisors, LLC 21211.20%1.44%1.73%Q4 2016Q4 202121
HOWARD CAPITAL MANAGEMENT 1290.04%1.09%2.02%Q1 2013Q1 201921
LCNB CORP 960.12%0.23%0.41%Q4 2016Q2 202221
TOEWS CORP /ADV 2010.02%1.73%34.43%Q4 2010Q4 202121
CAMBRIDGE TRUST CO 1110.02%0.22%0.61%Q2 2013Q3 202321
FIRST MIDWEST BANK TRUST DIVISION 1610.04%0.34%1.23%Q4 2014Q4 202121
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.88%1.62%1.95%Q4 2017Q4 202221
Artemis Wealth Advisors, LLC 21210.01%0.02%0.04%Q3 2017Q3 202221
FULTON BANK, N.A. 1650.01%0.02%0.03%Q3 2018Q4 202321
Oliver Luxxe Assets LLC 21210.46%0.94%1.41%Q3 2018Q3 202321
Sterling Capital Management LLC 21210.01%0.02%0.02%Q3 2014Q3 201921
Renaissance Technologies 510.00%0.01%0.02%Q3 2013Q3 202321
Barnett & Company, Inc. 1920.00%0.03%0.07%Q1 2016Q4 202121
Paulson Wealth Management Inc. 2010.14%0.30%0.63%Q4 2017Q3 202321
Horan Capital Advisors, LLC. 1210.00%0.35%1.00%Q2 2013Q2 202321
Burleson & Company, LLC 21210.44%0.71%1.26%Q4 2017Q4 202221
WALLER FINANCIAL PLANNING GROUP, INC 21210.37%0.71%1.19%Q4 2018Q4 202321
Mascoma Wealth Management LLC 1290.00%0.13%0.50%Q2 2017Q3 202321
Sunesis Advisors, LLC 2010.64%1.47%2.30%Q2 2018Q3 202321
HAP Trading, LLC 610.00%0.10%1.42%Q3 2013Q2 202221
Resource Planning Group 21213.83%5.35%6.51%Q3 2018Q3 202321
VERITY Wealth Advisors 21212.94%3.33%3.91%Q4 2018Q4 202321
Allen Capital Group, LLC 20200.05%0.54%8.91%Q4 2018Q3 202320
FORTE CAPITAL LLC /ADV 920.04%0.16%0.27%Q3 2014Q1 202120
BOSTON RESEARCH & MANAGEMENT INC 20200.09%0.18%0.34%Q4 2018Q3 202320
NATIXIS 710.00%0.12%0.77%Q3 2013Q3 202120
AVANTAX ADVISORY SERVICES, INC. 20200.09%0.24%0.52%Q4 2018Q3 202320
Rathbones Group PLC 20200.07%0.15%0.28%Q4 2018Q3 202320
Keel Point, LLC 20200.15%0.64%2.19%Q4 2018Q3 202320
L & S Advisors Inc 1410.03%0.06%0.15%Q4 2017Q3 202320
Concert Wealth Management Inc. 16160.00%0.13%0.46%Q2 2013Q1 201720
Charles Schwab Investment Advisory, Inc. 1190.00%0.34%1.53%Q4 2017Q3 202320
Windhaven Investment Management, Inc. 20201.24%5.27%13.98%Q2 2013Q1 201820
MATHER GROUP, LLC. 20200.14%1.94%4.98%Q4 2018Q3 202320
Lombard Odier Asset Management (Switzerland) SA 1710.02%0.59%1.02%Q2 2014Q3 202020
Angeles Investment Advisors, LLC 20200.21%0.58%2.23%Q4 2018Q3 202320
Camarda Financial Advisors, LLC 1910.02%1.20%6.00%Q2 2013Q2 201920
LVW Advisors, LLC 1910.23%0.60%1.32%Q1 2016Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.13%0.37%Q4 2013Q3 201820
Tidal Investments LLC 20200.64%3.06%5.92%Q4 2018Q3 202320
Fort Sheridan Advisors LLC 20200.45%0.66%0.98%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.20%0.34%Q4 2018Q3 202320
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1280.26%7.51%14.95%Q4 2015Q4 202020
Willow Creek Wealth Management Inc. 1370.04%0.11%0.18%Q1 2018Q3 202320
Eukles Asset Management 20200.42%0.81%1.53%Q4 2018Q3 202320
Glassman Wealth Services 1810.02%0.04%0.07%Q3 2016Q3 202320
Ellevest, Inc. 20205.18%6.27%9.91%Q4 2018Q3 202320
Fiduciary Group LLC 20200.12%0.42%0.67%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20201.60%2.37%3.87%Q4 2018Q3 202320
Arcus Capital Partners, LLC 20200.08%0.69%2.02%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.20%0.35%0.47%Q4 2018Q3 202320
Orgel Wealth Management, LLC 20200.07%0.47%1.14%Q4 2018Q3 202320
Laurel Wealth Advisors, Inc. 1010.03%0.29%1.25%Q1 2016Q4 202220
Wealthspire Advisors, L.P. 20200.43%0.63%1.84%Q4 2015Q3 202020
Wellesley Investment Partners, LLC 20202.70%3.30%4.07%Q4 2015Q3 202020
Legacy Bridge, LLC 20200.48%0.76%1.18%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20201.48%2.37%3.43%Q4 2016Q3 202120
Beirne Wealth Consulting Services, LLC 20200.11%1.86%4.38%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.11%0.53%Q4 2014Q3 201920
Summit Trail Advisors, LLC 1521.24%3.45%5.67%Q4 2017Q3 202320
Wall Capital Group, Inc. 20200.21%0.35%0.48%Q2 2017Q1 202220
Ally Invest Advisors Inc. 20204.47%4.76%5.34%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20200.65%1.17%1.97%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.61%4.23%8.45%Q2 2017Q1 202220
Pinnacle Wealth Planning Services, Inc. 20200.05%0.33%2.52%Q4 2017Q3 202220
D.B. Root & Company, LLC 20200.29%0.44%0.61%Q1 2018Q4 202220
Elm Partners Management LLC 20206.71%8.87%12.21%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.26%0.76%1.81%Q4 2018Q3 202320
Old Port Advisors 1810.12%0.48%0.85%Q2 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20200.94%2.23%3.04%Q4 2018Q3 202320
Next Capital Management LLC 20200.21%0.47%1.14%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20202.99%5.13%6.85%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.31%0.79%1.76%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20201.85%3.19%4.72%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.23%2.32%5.78%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20201.54%3.47%6.52%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20200.56%1.10%2.56%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.06%0.24%1.23%Q4 2018Q3 202320
Compton Wealth Advisory Group, LLC 20200.31%0.97%2.65%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.04%0.14%Q4 2018Q3 202320
Hardy Reed LLC 20200.53%1.82%4.14%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20201.33%1.59%1.98%Q4 2018Q3 202320
Wealthfront Advisers LLC 20206.70%9.65%12.32%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.26%0.47%0.82%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.24%1.15%2.96%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.10%0.84%2.06%Q4 2018Q3 202320
Summit Financial, LLC 20200.10%0.26%0.65%Q4 2018Q3 202320
Private Portfolio Partners LLC 20201.85%2.38%3.42%Q4 2018Q3 202320
JFG Wealth Management, LLC 20200.27%1.99%3.16%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.12%0.35%0.61%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20201.60%3.17%5.52%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.31%0.37%0.42%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20202.20%2.82%3.62%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.59%1.18%1.89%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.14%0.45%0.99%Q4 2018Q3 202320
Aspire Private Capital, LLC 20201.09%1.55%1.94%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.25%0.38%0.54%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.00%0.05%0.48%Q4 2018Q3 202320
MA Private Wealth 20200.57%1.32%2.44%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.21%0.36%0.53%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.22%0.35%0.42%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.52%1.75%4.48%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20202.03%2.78%3.38%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.03%0.21%0.81%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.11%0.30%0.63%Q4 2018Q3 202320
WADDELL & ASSOCIATES, LLC 20203.44%4.30%5.04%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.20%0.27%0.45%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20201.94%3.58%5.72%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20201.30%1.75%2.27%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.08%0.11%Q4 2018Q3 202320
TFG Advisers LLC 20200.26%0.53%0.70%Q4 2018Q3 202320
One Day In July LLC 20200.87%3.39%6.08%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.03%0.07%Q3 2017Q2 202220
American Portfolios Advisors 20200.07%0.20%0.45%Q4 2017Q3 202220
MEYER HANDELMAN CO 20200.02%0.04%0.11%Q4 2014Q3 201920
MARSHALL FINANCIAL GROUP INC /ADV 20200.25%0.46%0.74%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.18%0.46%1.07%Q1 2016Q4 202020
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 20200.12%2.77%4.48%Q4 2013Q3 201820
DENVER INVESTMENT ADVISORS LLC 20200.11%0.16%0.23%Q2 2013Q1 201820
VALLEY WEALTH MANAGERS, INC. 19190.12%0.16%0.20%Q1 2019Q3 202319
Certified Advisory Corp 1110.01%0.12%0.46%Q4 2017Q3 202319
COMERICA SECURITIES,INC. 19190.12%0.25%0.52%Q1 2019Q3 202319
FIRST NATIONAL BANK OF OMAHA 1220.01%0.07%0.22%Q2 2013Q3 202319
NOTTINGHAM ADVISORS, INC. 19190.05%0.17%0.28%Q1 2019Q3 202319
Realta Investment Advisors 19190.08%0.14%0.27%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.09%0.30%0.73%Q1 2019Q3 202319
ALPINE WOODS CAPITAL INVESTORS, LLC 19190.03%0.12%0.20%Q4 2018Q2 202319
WealthNavi Inc. 19199.46%11.07%12.47%Q1 2019Q3 202319
RDA Financial Network 19190.28%0.44%0.78%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19192.88%3.20%4.26%Q1 2019Q3 202319
Annex Advisory Services, LLC 1330.03%0.19%0.44%Q2 2013Q3 202319
Foothills Asset Management, Ltd. 1541.62%2.10%2.59%Q3 2014Q1 202019
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.34%0.97%Q3 2018Q3 202319
SAGE RHINO CAPITAL LLC 19191.72%2.39%2.97%Q1 2019Q3 202319
RiverFront Investment Group, LLC 19190.22%5.95%9.78%Q4 2008Q2 201319
CALTON & ASSOCIATES, INC. 1810.15%0.48%0.69%Q4 2017Q4 202219
Private Wealth Advisors, Inc. 19190.19%1.68%2.64%Q2 2015Q4 201919
WEALTHFRONT Corp 19198.01%12.44%17.26%Q1 2014Q3 201819
Evensky & Katz LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
Russell Investments Group, Ltd. 19190.00%0.06%0.48%Q4 2016Q2 202119
First Bank & Trust 1810.00%1.76%5.24%Q4 2016Q3 202319
MITCHELL MCLEOD PUGH & WILLIAMS INC 1410.12%0.21%0.42%Q1 2018Q3 202319
MOODY LYNN & LIEBERSON, LLC 710.03%1.15%3.63%Q3 2013Q2 202119
JANUS HENDERSON GROUP PLC 1180.00%0.00%0.01%Q2 2017Q1 202219
SCHRODERS IS Ltd 1710.45%11.50%81.56%Q1 2017Q3 202219
Janney Capital Management LLC 19190.74%1.80%4.04%Q1 2019Q3 202319
TSFG, LLC 19190.02%0.04%0.08%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.04%0.14%0.62%Q4 2018Q2 202319
Highlander Capital Management, LLC 1810.00%0.01%0.03%Q1 2014Q4 201819
Wealthquest Corp 1450.07%0.59%6.65%Q4 2018Q3 202319
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.02%5.12%8.62%Q1 2019Q3 202319
Harel Insurance Investments & Financial Services Ltd. 1010.00%1.65%7.54%Q2 2016Q3 202319
SII INVESTMENTS INC/WI 19190.43%0.87%1.41%Q2 2013Q4 201719
Columbus Macro, LLC 19190.05%1.38%1.90%Q1 2019Q3 202319
INR ADVISORY SERVICES LLC 19190.01%0.56%3.24%Q2 2013Q4 201719
Merit Financial Group, LLC 1610.02%0.07%0.16%Q4 2017Q3 202319
Pacific Center for Financial Services 1630.01%0.10%0.20%Q4 2016Q3 202319
Corbenic Partners LLC 19190.01%0.02%0.03%Q2 2013Q4 201719
Zions Bancorporation, N.A. 19190.04%0.29%2.10%Q1 2019Q3 202319
RBF Capital, LLC 1180.05%0.23%0.90%Q3 2018Q2 202319
FormulaFolio Investments, LLC 19190.01%0.07%0.18%Q4 2016Q2 202119
Sepio Capital, LP 19190.94%1.72%3.59%Q1 2019Q3 202319
VAUGHAN DAVID INVESTMENTS LLC/IL 19190.04%0.05%0.07%Q4 2016Q2 202119
HOLLENCREST CAPITAL MANAGEMENT 840.00%0.42%2.17%Q4 2013Q3 202319
Apriem Advisors 810.00%0.49%1.68%Q2 2013Q3 202319
Cranberry Lake Advisors LLC 19190.55%4.71%10.23%Q2 2013Q4 201719
Mount Yale Investment Advisors, LLC 19190.03%0.08%0.28%Q1 2018Q3 202219
ROCKEFELLER FINANCIAL SERVICES INC 19190.15%0.49%1.00%Q2 2013Q4 201719
Investors Research Corp 19190.02%0.02%0.03%Q1 2019Q3 202319
Cable Hill Partners, LLC 1630.00%0.09%0.21%Q4 2014Q1 202019
CADENCE BANK NA 19190.06%0.11%0.15%Q3 2017Q1 202219
Quantitative Investment Management, LLC 610.06%1.30%5.39%Q3 2013Q2 202319
First National Bank of South Miami 19192.13%2.88%3.60%Q4 2018Q2 202319
Altium Wealth Management LLC 19190.91%1.73%2.73%Q4 2017Q2 202219
Schoolcraft Capital LLC 19190.49%0.97%1.56%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19191.04%1.42%1.84%Q2 2013Q4 201719
Baker Ellis Asset Management LLC 1450.04%0.13%0.25%Q3 2017Q3 202319
MEEDER ASSET MANAGEMENT INC 1810.00%0.31%1.07%Q4 2018Q3 202319
NATIONAL PLANNING CORP 19190.21%0.56%2.30%Q2 2013Q4 201719
Polaris Wealth Advisory Group, LLC 1610.02%0.16%0.35%Q4 2015Q3 202319
BEACON FINANCIAL GROUP 1810.05%0.14%0.20%Q4 2013Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.09%0.25%0.86%Q1 2019Q3 202319
TEACHER RETIREMENT SYSTEM OF TEXAS 1630.27%0.68%5.53%Q2 2013Q3 202319
INVERNESS COUNSEL LLC /NY/ 19190.02%0.02%0.03%Q1 2018Q3 202219
Private Capital Group, LLC 19190.51%0.80%1.05%Q4 2017Q2 202219
DFPG INVESTMENTS, LLC 1540.06%0.34%1.58%Q4 2018Q3 202319
Numeric Investors LLC 19190.00%0.01%0.01%Q2 2013Q4 201719
Independence Bank of Kentucky 1360.01%0.08%0.16%Q3 2018Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.12%0.20%0.42%Q2 2018Q4 202219
B. Riley Wealth Management, Inc. 840.01%0.23%0.64%Q1 2014Q2 202218
Elmwood Wealth Management, Inc. 1110.07%0.53%0.88%Q1 2018Q3 202318
James Hambro & Partners 1710.03%0.06%0.15%Q1 2019Q3 202318
River Wealth Advisors LLC 1530.05%0.55%1.52%Q2 2018Q3 202318
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 510.04%0.42%1.70%Q4 2013Q1 202218
Confluence Wealth Management LLC 18180.20%0.80%1.08%Q2 2016Q3 202018
IRON Financial LLC 1510.13%0.46%2.90%Q1 2015Q3 202218
Hills Bank & Trust Co 18180.06%0.72%1.43%Q2 2019Q3 202318
PACIFIC FINANCIAL GROUP INC 18180.03%0.43%1.63%Q2 2019Q3 202318
UNITED BANK 1410.04%0.21%0.42%Q4 2017Q3 202318
Stratos Wealth Advisors, LLC 1440.10%0.70%2.52%Q4 2018Q3 202318
LETKO, BROSSEAU & ASSOCIATES INC 1510.03%0.22%0.35%Q2 2013Q4 202118
EDMOND DE ROTHSCHILD HOLDING S.A. 18180.01%0.01%0.02%Q2 2015Q3 201918
Jump Trading, LLC 710.01%0.16%0.60%Q2 2013Q4 201818
Marquette Asset Management, LLC 18180.05%0.09%0.17%Q1 2019Q2 202318
FIFTH THIRD SECURITIES, INC. 810.30%0.55%0.91%Q1 2016Q3 202318
Aptus Capital Advisors, LLC 1350.00%0.34%1.05%Q1 2019Q3 202318
CANANDAIGUA NATIONAL BANK & TRUST CO 1441.18%2.12%2.73%Q2 2013Q1 201818
SVB WEALTH LLC 18180.00%0.15%0.25%Q2 2019Q3 202318
Avidian Wealth Solutions, LLC 1170.02%0.25%1.17%Q4 2018Q3 202318
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 1080.12%2.17%9.83%Q4 2018Q3 202318
Pinnacle Advisory Group, Inc. 18180.02%0.07%0.12%Q4 2016Q1 202118
Capital Asset Advisory Services LLC 18181.32%2.78%8.40%Q2 2019Q3 202318
EMORY UNIVERSITY 18180.00%51.09%100.00%Q2 2011Q3 201518
UBS AG 660.00%0.07%0.20%Q2 2013Q3 201418
DELTA FINANCIAL ADVISORS LLC 18180.79%1.15%2.01%Q2 2019Q3 202318
RIVERSEDGE ADVISORS, LLC 18182.74%4.27%6.19%Q2 2019Q3 202318
HRT FINANCIAL LP 410.01%0.29%1.53%Q1 2015Q3 202318
Sound View Wealth Advisors Group, LLC 18180.08%0.16%0.31%Q2 2019Q3 202318
Matrix Trust Co 18186.53%8.93%11.96%Q2 2019Q3 202318
Barry Investment Advisors, LLC 1260.00%1.50%3.84%Q4 2014Q3 202318
STERLING INVESTMENT MANAGEMENT, LLC 1620.88%1.18%2.44%Q4 2017Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.13%0.34%0.80%Q2 2019Q3 202318
Independence Advisors, LLC 18181.14%1.40%1.60%Q2 2016Q3 202018
PATTON FUND MANAGEMENT, INC. 18183.28%4.58%5.99%Q2 2019Q3 202318
Bremer Bank National Association 1440.04%0.11%0.18%Q1 2019Q3 202318
Prestige Wealth Management Group LLC 1350.00%0.03%0.12%Q4 2018Q3 202318
Portfolio Solutions, LLC 750.00%0.03%0.04%Q1 2017Q2 202218
PARK AVENUE SECURITIES LLC 1410.07%0.09%0.12%Q2 2017Q3 202318
&PARTNERS 1710.31%3.04%4.00%Q1 2019Q3 202318
Semmax Financial Advisors Inc. 1710.00%1.10%1.89%Q4 2018Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.39%0.81%1.10%Q2 2013Q3 201718
Gladstone Institutional Advisory LLC 1350.04%0.09%0.33%Q4 2018Q3 202318
Ruggie Capital Group 1310.30%1.44%3.26%Q4 2014Q3 201918
Apollon Wealth Management, LLC 1210.02%0.28%0.78%Q4 2018Q3 202318
Rikoon Group, LLC 1440.09%0.15%0.20%Q3 2016Q1 202118
SUMMIT FINANCIAL GROUP, INC. 18181.10%1.43%1.77%Q2 2019Q3 202318
CITIZENS & NORTHERN CORP 18180.39%0.62%1.00%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.76%0.88%1.00%Q2 2013Q3 201718
Full Sail Capital, LLC 1530.07%1.60%2.46%Q4 2018Q3 202318
Canton Hathaway, LLC 18180.01%0.05%0.19%Q2 2019Q3 202318
Capital Advisory Group Advisory Services, LLC 18180.11%1.21%3.44%Q1 2018Q2 202218
Truvestments Capital LLC 610.00%0.05%0.20%Q3 2018Q3 202318
Farmers & Merchants Trust Co of Chambersburg PA 1220.01%0.04%0.13%Q4 2016Q3 202318
RELIANCE TRUST CO OF DELAWARE 1170.87%1.28%2.78%Q2 2013Q1 201918
AJ WEALTH STRATEGIES, LLC 1610.02%0.05%0.14%Q4 2017Q2 202318
TRAIN BABCOCK ADVISORS LLC 1710.42%1.27%2.82%Q2 2013Q4 201718
Foundations Investment Advisors, LLC 18180.03%0.09%0.63%Q2 2019Q3 202318
Financial Gravity Asset Management, Inc. 810.00%0.07%0.44%Q1 2018Q3 202318
Lutz Financial Services LLC 1710.11%0.51%0.71%Q3 2018Q3 202318
Stokes Capital Advisors, LLC 1350.07%0.34%0.68%Q4 2017Q3 202318
Thomasville National Bank 1010.02%0.06%0.30%Q2 2013Q3 202317
Vantage Investment Partners, LLC 17170.02%0.16%0.44%Q3 2016Q3 202017
Cambria Investment Management, L.P. 1610.03%0.83%1.68%Q4 2014Q1 201917
Spruce Investment Advisors LLC 1610.78%4.95%15.86%Q3 2013Q4 201717
Pacifica Partners Inc. 17170.03%0.04%0.06%Q4 2019Q4 202317
Physician Wealth Advisors, Inc. 17170.07%0.11%0.15%Q3 2019Q3 202317
Avion Wealth 17171.35%2.72%3.77%Q3 2019Q3 202317
iAB Financial Bank 17171.13%1.79%2.46%Q2 2013Q2 201717
Hubbell Strickland Wealth Management, LLC 17170.17%0.21%0.25%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.17%0.48%0.80%Q3 2019Q3 202317
Rothschild & Co Wealth Management UK Ltd 17170.01%0.02%0.02%Q3 2019Q3 202317
IFG Advisors, LLC 17170.41%0.77%1.17%Q3 2019Q3 202317
Western Wealth Management, LLC 830.03%0.09%0.16%Q4 2018Q3 202317
BEACON TRUST CO 17170.33%0.62%1.41%Q1 2013Q1 201717
MONECO Advisors, LLC 740.08%0.19%0.28%Q4 2018Q3 202317
FRONT BARNETT ASSOCIATES LLC 17170.12%0.15%0.19%Q3 2019Q3 202317
Matthew Goff Investment Advisor, LLC 1430.21%0.32%0.55%Q3 2017Q3 202317
Salient Capital Advisors, LLC 17170.08%0.13%0.19%Q2 2013Q2 201717
Baldrige Asset Management LLC 17170.52%0.70%0.82%Q1 2019Q1 202317
THOMPSON DAVIS & CO., INC. 17170.00%0.05%0.09%Q3 2014Q3 201817
Essex Savings Bank 1430.08%0.22%0.38%Q4 2018Q3 202317
CAUSEWAY CAPITAL MANAGEMENT LLC 1160.03%0.45%1.02%Q2 2014Q1 201917
SCHWARTZ INVESTMENT COUNSEL INC 1210.02%0.04%0.07%Q3 2013Q3 202317
Empirical Finance, LLC 1010.22%0.51%0.89%Q4 2016Q3 202217
Leonard Rickey Investment Advisors P.L.L.C. 17170.08%0.36%1.08%Q4 2017Q4 202117
Acorn Wealth Advisors, LLC 1430.14%0.34%0.54%Q4 2017Q3 202317
VICUS CAPITAL 980.04%0.50%6.29%Q4 2013Q3 201917
OPPENHEIMER ASSET MANAGEMENT INC. 1340.00%0.01%0.02%Q1 2017Q2 202117
Geneva Advisors, LLC 17170.02%0.09%0.15%Q2 2013Q2 201717
Destination Wealth Management 1510.01%0.02%0.07%Q3 2014Q4 202017
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1250.10%0.42%0.58%Q1 2017Q3 202317
Stratos Investment Management, LLC 1070.04%0.33%2.94%Q1 2019Q2 202317
Hall Kathryn A. 1010.19%4.41%12.08%Q2 2013Q1 202317
Peachtree Investment Advisors, Inc. 1340.04%3.54%6.95%Q3 2014Q4 201817
Brookmont Capital Management 930.12%0.14%0.18%Q1 2018Q3 202317
Greenline Partners, LLC 17170.61%7.78%11.34%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.11%0.40%Q3 2019Q3 202317
Kinsight, LLC 17172.95%5.89%7.87%Q2 2013Q2 201717
WFG Advisors, LP 17170.02%0.13%0.40%Q2 2013Q2 201717
Liberty Capital Management, Inc. 1210.10%0.26%0.40%Q1 2019Q3 202317
OGOREK ANTHONY JOSEPH /NY/ /ADV 1210.00%0.30%2.64%Q4 2014Q3 202317
1st Global Advisors, Inc. 17170.76%0.93%1.06%Q2 2013Q2 201717
HARVEST CAPITAL MANAGEMENT INC 1310.09%0.21%1.14%Q2 2013Q2 201917
LMCG INVESTMENTS, LLC 1070.07%0.14%0.25%Q2 2013Q3 202317
MONROE BANK & TRUST/MI 630.01%0.02%0.04%Q2 2013Q2 201817
MidWestOne Financial Group, Inc. 1340.07%0.18%0.38%Q2 2019Q3 202317
FIDUCIARY TRUST INTERNATIONAL LLC 1110.06%1.80%7.32%Q2 2013Q2 202017
First Personal Financial Services 1310.00%0.02%0.12%Q3 2015Q3 202317
DELTA ASSET MANAGEMENT LLC/TN 1340.00%0.00%0.00%Q4 2018Q3 202317
FIRST NATIONAL CORP /MA/ /ADV 1520.07%0.13%0.53%Q4 2018Q3 202317
INNEALTA CAPITAL, LLC 16160.15%0.38%0.93%Q4 2019Q3 202316
CCM INVESTMENT ADVISERS LLC 16160.04%0.10%0.14%Q2 2013Q1 201716
Equitable Holdings, Inc. 16160.38%0.61%1.09%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.47%0.62%0.82%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.04%0.13%0.33%Q4 2018Q3 202216
ROBSHAW & JULIAN ASSOCIATES INC 16162.13%3.27%4.46%Q2 2013Q1 201716
Sovereign Investment Advisors, LLC 16160.40%0.45%0.50%Q4 2019Q3 202316
BBR PARTNERS, LLC 1420.02%0.50%3.52%Q3 2015Q3 202316
Human Investing LLC 1510.01%1.70%2.50%Q4 2018Q3 202316
London & Capital Asset Management Ltd 16160.25%1.43%5.29%Q4 2019Q3 202316
PETTYJOHN, WOOD & WHITE, INC 1060.06%0.09%0.12%Q1 2014Q3 201916
MATRIX PRIVATE CAPITAL GROUP LLC 16162.11%3.63%4.31%Q4 2019Q3 202316
Executive Wealth Management, LLC 1330.01%0.48%1.08%Q4 2018Q3 202316
STEPH & CO 16160.21%2.26%3.71%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16166.66%9.37%16.60%Q4 2019Q3 202316
Astoria Strategic Wealth, Inc. 16160.78%1.04%2.25%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
EPIQ Capital Group, LLC 16160.09%0.24%0.43%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.03%0.07%0.17%Q4 2019Q3 202316
MANNING & NAPIER ADVISORS LLC 1060.00%0.01%0.04%Q2 2013Q3 201716
Partnervest Advisory Services LLC 1010.01%0.27%0.85%Q2 2013Q3 202016
WILLIAMS JONES & ASSOCIATES LLC 1110.01%0.08%0.53%Q2 2013Q1 201816
IAG Wealth Partners, LLC 16160.00%0.01%0.06%Q4 2019Q3 202316
Gleason Group, Inc. 16161.20%1.90%2.81%Q4 2019Q3 202316
Marcum Wealth, LLC 16162.61%3.64%4.53%Q4 2019Q3 202316
ESL Trust Services, LLC 16160.11%0.18%0.24%Q4 2019Q3 202316
Stonehage Fleming Financial Services Holdings Ltd 16160.00%0.20%0.37%Q1 2016Q4 201916
DELTA LLOYD NV 16160.08%1.54%3.12%Q2 2013Q1 201716
Center for Financial Planning, Inc. 16160.56%1.41%4.38%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.01%0.01%0.03%Q2 2019Q3 202316
EVOKE WEALTH, LLC 1510.68%2.33%3.29%Q3 2019Q3 202316
Efficient Market Advisors, LLC 16163.20%4.66%6.05%Q2 2013Q1 201716
PAX Financial Group, LLC 16160.07%0.19%0.47%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16161.10%1.74%2.19%Q4 2019Q3 202316
Seven Springs Wealth Group, LLC 16160.04%6.75%9.70%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16162.06%2.73%3.73%Q4 2019Q3 202316
CHATHAM CAPITAL GROUP, INC. 1150.04%1.59%5.43%Q4 2017Q4 202116
Heartwood Wealth Advisors LLC 16160.17%0.82%8.32%Q4 2019Q3 202316
CONDOR CAPITAL MANAGEMENT 1150.03%0.13%0.62%Q2 2013Q4 202216
Cedar Mountain Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Modus Advisors, LLC 16160.10%0.32%1.47%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.32%2.28%5.49%Q4 2019Q3 202316
Firestone Capital Management 16160.19%1.09%1.95%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.93%1.60%2.40%Q4 2019Q3 202316
Riggs Asset Managment Co. Inc. 830.00%0.11%0.37%Q1 2017Q3 202216
DAVIDSON INVESTMENT ADVISORS 16160.10%0.63%1.12%Q4 2019Q3 202316
Walkner Condon Financial Advisors LLC 16160.35%1.33%2.65%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
FSA Wealth Management LLC 16160.90%3.07%3.97%Q4 2019Q3 202316
CERTUITY, LLC 16160.10%0.34%0.61%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.10%0.36%0.65%Q4 2019Q3 202316
S.A. Mason LLC 16160.14%0.29%0.35%Q4 2019Q3 202316
LPWM LLC 16160.56%2.68%5.94%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.34%0.53%0.74%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.06%Q4 2019Q3 202316
Bank of Marin 16160.36%0.92%1.23%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.34%1.40%1.86%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.51%0.63%0.87%Q2 2013Q1 201716
Key FInancial Inc 16160.17%0.23%0.33%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.06%0.49%1.29%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.10%1.72%2.27%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.22%0.37%0.52%Q4 2019Q3 202316
TOBIAS FINANCIAL ADVISORS, INC. 16160.11%1.92%2.57%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.70%1.35%2.13%Q4 2019Q3 202316
Marotta Asset Management 1334.62%6.04%6.95%Q4 2019Q4 202316
Strategic Financial Planning, Inc. 16160.71%7.34%11.14%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.36%1.07%1.70%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.48%0.84%1.45%Q4 2019Q3 202316
EagleClaw Capital Managment, LLC 16160.05%0.09%0.11%Q2 2019Q1 202316
Emerald Advisors, LLC 16160.11%0.19%0.48%Q4 2019Q3 202316
Sharkey, Howes & Javer 16160.01%0.02%0.07%Q1 2015Q4 201816
Financial Engines Advisors L.L.C. 1510.00%1.43%2.09%Q1 2018Q3 202316
Orion Portfolio Solutions, LLC 16160.38%1.52%3.53%Q4 2019Q3 202316
Man Group plc 880.00%0.11%0.38%Q1 2018Q1 202216
FISHMAN JAY A LTD/MI 1510.05%0.08%0.10%Q2 2016Q2 202016
Wade Financial Advisory, Inc 16160.93%1.26%1.81%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.00%0.00%0.00%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.11%0.25%0.52%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.10%0.55%1.13%Q4 2017Q3 202116
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1310.19%0.58%2.04%Q4 2015Q3 202316
FARR MILLER & WASHINGTON LLC/DC 1420.14%0.17%0.18%Q4 2014Q4 201816
Affinity Capital Advisors, LLC 16160.11%0.23%0.50%Q4 2019Q3 202316
Verity Asset Management, Inc. 520.16%0.94%2.29%Q2 2016Q1 202216
WOLVERINE ASSET MANAGEMENT LLC 1410.00%0.09%0.22%Q3 2013Q2 201916
HARBOUR INVESTMENT MANAGEMENT LLC 16160.30%0.54%0.93%Q4 2014Q3 201816
Disciplined Investments, LLC 16160.81%1.34%1.57%Q4 2019Q3 202316
OLD MISSION CAPITAL LLC 410.12%5.87%13.34%Q4 2014Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16161.03%1.44%2.21%Q4 2019Q3 202316
VIRIDIAN RIA, LLC 1423.76%5.70%6.25%Q1 2018Q1 202216
55I, LLC 16160.11%0.33%0.86%Q4 2018Q3 202216
ATWOOD & PALMER INC 710.00%0.03%0.15%Q2 2013Q3 202216
Cordant, Inc. 16165.62%6.49%7.78%Q4 2019Q3 202316
Pathway Financial Advisors LLC 830.08%0.33%0.54%Q4 2017Q3 202316
Asset Allocation & Management Company, LLC 16161.13%2.04%3.14%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.22%0.36%0.51%Q4 2019Q3 202316
Atlantic Union Bankshares Corp 1510.01%0.05%0.08%Q1 2014Q3 202316
GRIFFIN ASSET MANAGEMENT, INC. 16160.03%0.05%0.07%Q3 2017Q2 202116
Clearshares LLC 922.02%3.85%4.93%Q4 2017Q4 202115
Family Management Corp 910.00%0.29%0.54%Q2 2014Q4 202215
NIPPON LIFE INSURANCE CO 15150.40%1.20%1.61%Q2 2013Q4 201615
Live Your Vision, LLC 1050.00%0.18%1.12%Q4 2014Q1 201915
BECK MACK & OLIVER LLC 710.01%0.02%0.04%Q2 2013Q2 202215
Daniel Devine & Co 15150.31%0.51%0.70%Q4 2014Q2 201815
KEMPER Corp 15151.55%2.03%2.85%Q3 2013Q1 201715
Jefferies Group LLC 810.00%0.01%0.11%Q2 2013Q1 201815
JAMES INVESTMENT RESEARCH INC 1410.00%0.01%0.03%Q3 2013Q4 202015
AdvicePeriod, LLC 15156.98%9.02%11.69%Q4 2017Q2 202115
MSI Financial Services Inc 15150.27%0.38%0.56%Q2 2013Q4 201615
Perpetual Ltd 1010.23%2.79%8.49%Q1 2013Q3 202015
AVIANCE CAPITAL MANAGEMENT, LLC 15150.04%0.43%1.24%Q3 2015Q1 201915
KAYS FINANCIAL ADVISORY CORP /ADV 1230.04%0.14%0.21%Q4 2013Q3 202015
Jaffetilchin Investment Partners, LLC 1410.04%0.06%0.16%Q1 2018Q3 202315
BigSur Wealth Management LLC 15150.68%0.87%1.13%Q1 2020Q3 202315
Brown Advisory Securities, LLC 1310.03%0.11%0.19%Q2 2014Q2 202115
GILL CAPITAL PARTNERS, LLC 15150.17%0.36%0.75%Q2 2020Q4 202315
WESCAP Management Group, Inc. 15150.34%0.59%1.08%Q1 2020Q3 202315
HM Capital Management, LLC 1140.15%0.79%4.40%Q2 2013Q1 202115
OSAIC HOLDINGS, INC. 15150.41%0.48%0.54%Q1 2020Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 1230.01%0.04%0.14%Q2 2013Q2 202115
Advisor Group, Inc. 15150.26%0.64%0.86%Q2 2016Q4 201915
Strategic Wealth Partners Group, LLC 960.06%0.12%0.23%Q4 2019Q3 202315
O'Brien Wealth Partners LLC 15150.17%0.44%1.17%Q4 2015Q2 201915
IRONWOOD INVESTMENT MANAGEMENT LLC 15150.50%0.73%1.37%Q1 2020Q3 202315
DOW CHEMICAL CO /DE/ 15151.82%2.27%2.53%Q2 2013Q4 201615
Halpern Financial, Inc. 1320.00%0.93%2.58%Q4 2019Q3 202315
STEVENS CAPITAL MANAGEMENT LP 810.02%0.07%0.14%Q3 2013Q4 201815
AUA CAPITAL MANAGEMENT, LLC 15150.06%0.20%0.26%Q1 2020Q3 202315
Ziegler Capital Management, LLC 15150.34%0.59%0.72%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.01%0.04%Q2 2013Q4 201615
Ferris Capital, LLC 830.06%0.09%0.11%Q1 2018Q1 202215
RPTC Inc. 1140.21%1.02%3.42%Q3 2017Q3 202315
PICTET ASSET MANAGEMENT LTD 630.00%0.01%0.02%Q1 2017Q2 202115
J. W. Coons Advisors, LLC 15150.09%0.12%0.18%Q1 2020Q3 202315
LUCAS CAPITAL MANAGEMENT 15150.24%1.33%2.05%Q3 2016Q1 202015
McCollum Christoferson Group LLC 740.05%0.07%0.11%Q4 2017Q1 202215
Monument Capital Management 1210.06%0.58%1.26%Q3 2018Q1 202315
SWS Partners 510.62%0.80%0.98%Q4 2017Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.01%0.04%Q1 2020Q3 202315
West Coast Financial LLC 710.03%0.13%0.44%Q2 2013Q2 202315
FOSTER & MOTLEY INC 15150.02%0.03%0.04%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Selective Wealth Management, Inc. 1410.06%0.15%0.26%Q3 2019Q2 202315
Graves Light Lenhart Wealth, Inc. 15150.04%0.08%0.09%Q4 2018Q2 202215
OKABENA INVESTMENT SERVICES INC 1410.06%6.12%9.57%Q4 2019Q3 202315
9258 Wealth Management, LLC 15150.04%0.14%0.27%Q4 2019Q2 202315
TrinityPoint Wealth, LLC 15150.06%0.25%1.36%Q4 2018Q2 202215
Outlook Wealth Advisors, LLC 1050.14%0.29%0.41%Q4 2018Q3 202215
Inscription Capital, LLC 1320.01%0.30%1.00%Q4 2018Q3 202315
HIGH POINT BANK & TRUST CO 15150.07%0.38%2.11%Q2 2013Q4 201615
Red Door Wealth Management, LLC 15150.17%0.36%0.53%Q1 2020Q3 202315
HBW ADVISORY SERVICES LLC 1410.22%0.36%0.62%Q4 2019Q3 202315
ARBOR TRUST WEALTH ADVISORS, LLC 1230.70%0.91%1.13%Q4 2019Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 870.00%0.08%0.30%Q4 2019Q3 202315
SkyOak Wealth, LLC 1410.31%0.64%1.02%Q4 2019Q3 202315
First Citizens Financial Corp 1322.44%3.80%4.87%Q4 2019Q3 202315
Apella Capital, LLC 1231.92%2.46%3.07%Q1 2020Q4 202315
CVA Family Office, LLC 15150.04%0.38%2.62%Q1 2020Q3 202315
Powell Investment Advisors, LLC 962.43%3.69%5.29%Q4 2019Q3 202315
Moser Wealth Advisors, LLC 1321.11%1.64%2.35%Q4 2019Q3 202315
Petix & Botte Co 1230.26%0.46%0.78%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1410.32%0.49%0.63%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.46%1.11%1.66%Q1 2020Q3 202315
Axiom Financial Strategies, LLC 15151.97%4.70%8.12%Q1 2020Q3 202315
Heritage Wealth Advisors 14140.00%0.00%0.01%Q2 2020Q3 202314
True North Advisors, LLC 1220.06%0.09%0.16%Q4 2019Q3 202314
Harbor Advisors LLC 14140.09%0.12%0.16%Q2 2017Q3 202014
Almanack Investment Partners, LLC. 410.03%0.11%0.44%Q4 2016Q2 202214
Northwest Bancshares, Inc. 14140.04%0.11%0.18%Q2 2020Q3 202314
RMR Wealth Builders 1310.04%0.36%0.71%Q4 2019Q2 202314
Northstar Group, Inc. 1130.18%0.37%0.64%Q4 2014Q4 201914
Fund Evaluation Group, LLC 1310.06%0.08%0.18%Q2 2013Q1 202314
Bernicke Wealth Management, Ltd. 14140.32%0.59%1.65%Q4 2014Q1 201814
HILLTOP WEALTH ADVISORS, LLC 14142.49%4.23%5.62%Q2 2020Q3 202314
Alaska Permanent Fund Corp 1223.23%5.17%8.33%Q1 2020Q3 202314
VANTAGEPOINT INVESTMENT ADVISERS LLC 1310.00%86.44%100.00%Q4 2013Q2 202214
Arvest Bank Trust Division 14140.62%1.00%1.75%Q2 2018Q3 202114
Royal Fund Management, LLC 14140.02%0.16%0.45%Q4 2016Q1 202014
Zions Bancorporation 1310.26%0.47%0.90%Q1 2015Q3 201814
Global Financial Private Capital, Inc 14140.52%0.64%0.91%Q1 2017Q2 202014
Braver Wealth Management, LLC 860.07%0.47%1.39%Q2 2013Q4 201614
RAY GERALD L & ASSOCIATES LTD 14140.03%0.27%0.48%Q2 2013Q3 201614
Costello Asset Management, INC 14140.01%0.02%0.03%Q2 2020Q3 202314
THOMAS WHITE INTERNATIONAL LTD 1110.00%0.01%0.08%Q2 2015Q2 202314
COZAD ASSET MANAGEMENT INC 14140.09%0.14%0.18%Q2 2020Q3 202314
Bridgewater Advisors Inc. 1130.12%0.31%0.58%Q4 2013Q3 202314
DeGreen Capital Management LLC 630.88%6.82%10.74%Q1 2016Q4 201914
CONFLUENCE INVESTMENT MANAGEMENT LLC 610.00%0.10%0.56%Q2 2013Q4 202214
J.W. COLE ADVISORS, INC. 810.18%0.31%0.49%Q4 2019Q3 202314
Orbitronix, LP 770.74%3.90%12.58%Q4 2014Q2 201614
ACIMA PRIVATE WEALTH, LLC 14140.02%0.15%0.32%Q4 2018Q1 202214
Live Oak Private Wealth LLC 14140.08%0.11%0.15%Q2 2020Q3 202314
Twin Tree Management, LP 510.00%0.03%0.06%Q3 2017Q1 202314
Argent Advisors, Inc. 1310.02%0.14%0.28%Q4 2019Q3 202314
Evolution Wealth Advisors, LLC 1220.02%0.04%0.11%Q4 2018Q2 202214
Van Hulzen Asset Management, LLC 910.03%0.36%1.01%Q3 2016Q2 202214
Sunflower Bank, N.A. 14142.06%2.52%4.04%Q2 2020Q3 202314
Enterprise Bank & Trust Co 1040.08%0.25%0.65%Q4 2019Q3 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
Steinberg Global Asset Management 620.05%0.59%1.16%Q2 2013Q3 201814
Venturi Wealth Management, LLC 1010.02%0.96%2.15%Q2 2017Q3 202314
Crescent Grove Advisors, LLC 14140.04%0.14%0.28%Q2 2020Q3 202314
Randolph Co Inc 811.55%2.66%3.75%Q4 2016Q2 202114
Alaska Permanent Capital Management 14140.08%5.92%9.92%Q2 2013Q3 201614
United Bank 14141.36%2.63%3.32%Q4 2016Q1 202014
SHAKESPEARE WEALTH MANAGEMENT, INC. 14140.27%0.34%0.45%Q2 2020Q3 202314
BKS ADVISORS, LLC 14140.70%0.82%0.91%Q4 2015Q1 201914
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 14140.12%1.21%3.97%Q2 2020Q3 202314
Wealth Advisory Solutions, LLC 860.00%1.03%1.49%Q4 2019Q2 202314
RIVER GLOBAL INVESTORS LLP 810.02%0.73%1.50%Q4 2014Q4 201814
RWA WEALTH PARTNERS, LLC 610.02%0.67%2.12%Q1 2017Q3 202314
Prudent Man Advisors, LLC 14140.39%0.45%0.66%Q2 2020Q3 202314
Friedenthal Financial 1010.15%0.36%0.58%Q4 2013Q1 202314
Praetorian Wealth Management, Inc. 14142.91%3.24%3.49%Q2 2020Q3 202314
Lee Financial Co 810.00%0.03%0.15%Q2 2017Q3 202314
Financial Insights, Inc. 1010.17%0.38%1.26%Q4 2018Q3 202314
Cardinal Strategic Wealth Guidance 810.02%0.11%0.23%Q4 2019Q3 202314
LBA Wealth Management, LLC 14140.00%1.76%4.29%Q4 2013Q1 201714
Richard P Slaughter Associates Inc 1310.09%1.64%2.59%Q4 2019Q4 202314
Southern Wealth Management, LLP 14140.05%0.79%1.80%Q4 2019Q1 202314
Opes Wealth Management LLC 14140.74%1.54%2.52%Q2 2020Q3 202314
Parcion Private Wealth LLC 14140.10%0.62%1.34%Q4 2019Q1 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1040.05%0.09%0.13%Q1 2020Q3 202314
Moneda S.A. Administradora General de Fondos 14140.27%0.74%1.89%Q4 2019Q1 202314
ROBINSON CAPITAL MANAGEMENT, LLC 810.02%0.03%0.04%Q4 2019Q3 202314
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 950.07%0.23%0.41%Q1 2020Q3 202314
Violich Capital Management, Inc. 1130.06%0.16%0.41%Q2 2013Q3 202314
Cribstone Capital Management, LLC 910.00%0.01%0.05%Q2 2016Q4 202214
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.17%1.18%Q2 2013Q3 201614
TBH Global Asset Management, LLC 1040.06%0.09%0.15%Q4 2019Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.09%0.42%0.71%Q2 2020Q3 202314
Castle Rock Wealth Management, LLC 710.04%0.30%0.64%Q1 2019Q1 202314
Retirement Group, LLC 910.01%0.02%0.05%Q4 2019Q3 202314
HCR Wealth Advisors 1120.10%0.79%1.14%Q1 2018Q3 202313
MARINO, STRAM & ASSOCIATES LLC 610.08%0.12%0.22%Q4 2017Q3 202313
YHB Investment Advisors, Inc. 13130.06%0.08%0.10%Q3 2020Q3 202313
All Terrain Financial Advisors, LLC 910.08%0.14%0.42%Q4 2017Q4 202213
Founders Capital Management 760.00%0.02%0.05%Q1 2017Q4 202313
Arlington Partners LLC 510.01%0.14%0.36%Q1 2019Q2 202313
Single Point Partners, LLC 610.90%1.44%2.14%Q4 2019Q3 202313
McQueen, Ball & Associates Inc. 13130.19%0.24%0.29%Q4 2015Q4 201813
CGN Advisors LLC 13130.49%0.95%1.44%Q4 2020Q4 202313
PHH Investments, Ltd. 13130.36%0.98%2.08%Q4 2016Q4 201913
Simply Money Advisors 13130.00%2.85%4.73%Q2 2013Q2 201613
Korea Investment CORP 13130.05%0.24%0.58%Q4 2017Q4 202013
BLUESTEIN R H & CO LLC 13130.03%0.07%0.20%Q3 2019Q3 202213
FIRSTMERIT BANK N A TRUSTEE 13130.11%1.02%3.70%Q2 2013Q2 201613
TAP Consulting, LLC 1210.06%0.60%1.92%Q1 2019Q2 202213
Cairn Investment Group, Inc. 13134.95%8.35%10.76%Q3 2020Q3 202313
Schneider Downs Wealth Management Advisors, LP 730.06%0.15%0.26%Q3 2016Q1 202213
Investors Capital Advisory Services 13130.14%0.24%0.48%Q2 2013Q2 201613
Truadvice, LLC 13130.23%0.71%1.78%Q3 2020Q3 202313
RETIREMENT INCOME SOLUTIONS, INC 850.06%0.12%0.19%Q1 2019Q3 202313
WAFRA INC. 13134.80%7.24%8.97%Q3 2016Q3 201913
Nan Shan Life Insurance Co., Ltd. 13130.08%0.29%0.57%Q3 2016Q3 201913
BCS Wealth Management 610.19%1.92%2.99%Q4 2019Q3 202313
Americana Partners, LLC 940.03%0.15%0.33%Q4 2019Q3 202313
Jackson Creek Investment Advisors LLC 13130.11%0.22%0.40%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 1110.07%0.12%0.16%Q3 2019Q3 202313
BANK OF NOVA SCOTIA TRUST CO 13130.03%0.09%0.16%Q2 2013Q2 201613
Ackerman Capital Advisors, LLC 13130.07%0.46%1.99%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.08%0.12%0.16%Q3 2020Q3 202313
SECURIAN ASSET MANAGEMENT, INC 13130.41%10.45%26.84%Q2 2010Q2 201313
Guidant Wealth Advisors 13135.27%7.14%10.72%Q3 2016Q3 201913
Squarepoint Ops LLC 610.00%0.10%1.06%Q4 2016Q3 202313
Cooper Financial Group 1030.06%0.10%0.17%Q1 2020Q3 202313
ARROW FINANCIAL CORP 1010.00%0.00%0.01%Q3 2014Q3 202313
Frisch Financial Group, Inc. 610.09%2.56%5.69%Q4 2018Q1 202313
Tillar-Wenstrup Advisors, LLC 710.97%2.19%2.89%Q4 2013Q4 201913
Kestra Advisory Services, LLC 13130.14%0.24%0.32%Q3 2020Q3 202313
SP Asset Management 13130.18%0.30%0.47%Q3 2019Q3 202213
PRINCIPAL FINANCIAL GROUP INC 1210.00%0.00%0.01%Q4 2018Q1 202213
Lehman & Derafelo Financial Resources LLC 1120.01%0.02%0.03%Q1 2019Q3 202213
FC Advisory LLC 1120.09%0.23%0.33%Q1 2015Q4 202313
ING GROEP NV 940.01%0.34%1.87%Q1 2013Q3 202313
Wiser Wealth Management, Inc 13130.09%2.06%3.14%Q4 2020Q4 202313
KG&L Capital Management,LLC 13130.11%0.13%0.15%Q3 2020Q3 202313
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 13130.01%0.09%0.32%Q1 2013Q1 201613
Enterprise Trust & Investment Co 13130.01%0.05%0.09%Q2 2019Q2 202213
AVITY INVESTMENT MANAGEMENT INC. 510.02%0.05%0.09%Q2 2014Q4 202113
MorganRosel Wealth Management, LLC 13130.12%0.86%3.19%Q3 2020Q3 202313
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 850.01%0.18%0.60%Q1 2018Q2 202213
Your Advocates Ltd., LLP 1210.00%0.01%0.02%Q1 2020Q3 202313
Financial Strategies Group, Inc. 13130.22%0.70%1.49%Q3 2020Q3 202313
GENERAL ELECTRIC CO 13130.06%0.13%0.23%Q2 2013Q2 201613
LAKE STREET PRIVATE WEALTH, LLC 1210.13%0.18%0.23%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.09%0.13%Q3 2020Q3 202313
Lenox Wealth Management, Inc. 13130.00%0.09%0.30%Q2 2017Q2 202013
Aprio Wealth Management, LLC 1030.82%1.56%3.85%Q2 2020Q3 202313
American Trust Investment Advisors, LLC 710.14%1.13%2.35%Q4 2014Q4 202013
Capital Bank & Trust Co 1120.00%0.00%0.01%Q3 2017Q1 202113
Sanctuary Wealth Management, L.L.C. 910.01%2.06%9.13%Q1 2010Q3 202313
Weyland Capital Management, LLC 13134.79%8.46%10.41%Q2 2013Q2 201613
TFC Financial Management, Inc. 13130.04%0.08%0.21%Q3 2020Q3 202313
WFA of San Diego, LLC 1120.01%0.77%1.24%Q2 2020Q3 202313
McAdam, LLC 1030.02%0.16%0.36%Q1 2018Q3 202313
LFA - Lugano Financial Advisors SA 1110.00%0.01%0.01%Q2 2019Q2 202313
Newbridge Financial Services Group, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
CABOT WEALTH MANAGEMENT INC 710.04%0.10%0.27%Q2 2013Q3 201813
CEDAR HILL ASSOCIATES, LLC 13131.03%1.51%2.82%Q4 2015Q4 201813
Stokes & Hubbell Capital Management, LLC 1210.16%0.85%1.22%Q3 2015Q1 201913
Visionary Wealth Advisors 810.02%0.13%0.32%Q4 2019Q3 202313
NORTH AMERICAN MANAGEMENT CORP 13130.03%0.07%0.10%Q3 2015Q3 201813
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 1210.07%1.23%2.14%Q4 2019Q3 202313
SYM FINANCIAL Corp 13130.00%0.01%0.02%Q3 2020Q3 202313
Efficient Advisors, LLC 1210.04%1.29%2.26%Q2 2016Q3 202313
Aberdeen Wealth Management LLC 820.04%0.05%0.06%Q4 2019Q3 202313
VSR Financial Services, Inc. 13130.46%0.74%0.86%Q2 2013Q2 201613
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.04%0.12%0.18%Q3 2020Q3 202313
AXIS CAPITAL HOLDINGS LTD 13132.50%3.98%6.54%Q2 2013Q2 201613
Hexagon Capital Partners LLC 13130.37%0.44%0.50%Q3 2020Q3 202313
Aurora Private Wealth, Inc. 760.09%0.18%0.34%Q4 2019Q1 202313
Lion Street Advisors, LLC 540.12%0.58%1.70%Q4 2019Q3 202313
Facet Wealth, Inc. 12122.26%4.45%5.80%Q4 2020Q3 202312
Fullen Financial Group 12122.96%3.22%3.39%Q2 2020Q1 202312
BRAVE ASSET MANAGEMENT INC 12120.01%0.01%0.01%Q4 2013Q3 201612
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.31%1.57%1.89%Q4 2020Q3 202312
MARCO INVESTMENT MANAGEMENT LLC 840.01%0.08%0.34%Q3 2013Q3 201712
Corundum Group, Inc. 12120.25%0.46%0.63%Q3 2020Q2 202312
StoneX Group Inc. 930.08%0.12%0.20%Q4 2019Q3 202312
McKinley Carter Wealth Services, Inc. 12120.09%0.29%0.62%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.08%0.16%0.27%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.00%0.05%0.07%Q2 2013Q1 201612
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Pointe Capital Management LLC 1110.18%0.26%0.31%Q1 2018Q3 202312
Charter Oak Capital Management, LLC 12120.23%0.50%0.71%Q4 2020Q3 202312
Spectrum Management Group, LLC 12120.01%0.01%0.02%Q4 2017Q3 202012
Wealthgate Family Office, LLC 12124.93%9.52%13.54%Q4 2020Q3 202312
Eudaimonia Partners, LLC 810.02%0.54%1.11%Q4 2019Q1 202312
Mosaic Advisors LLC 12120.90%2.99%5.72%Q4 2020Q3 202312
Zeit Capital LLC 12124.97%5.46%5.85%Q4 2020Q3 202312
Systematic Alpha Investments, LLC 12120.00%0.04%0.11%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.36%0.52%0.69%Q2 2013Q1 201612
Sage Advisory Services, Ltd.Co. 710.75%4.39%10.11%Q2 2013Q1 201812
Ironsides Asset Advisors, LLC 510.08%0.37%2.19%Q3 2014Q3 202012
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12123.30%3.72%3.90%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.06%0.31%1.43%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.02%1.47%3.55%Q4 2020Q3 202312
Hemington Wealth Management 12122.17%3.04%4.29%Q4 2020Q3 202312
Price Wealth, LLC 12120.62%1.68%3.36%Q4 2017Q3 202012
B. Riley Financial, Inc. 12120.59%0.83%1.20%Q4 2015Q3 201812
ANDERSON HOAGLAND & CO 12124.40%6.02%7.37%Q4 2020Q3 202312
Falcon Wealth Planning 12120.59%4.54%6.62%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12122.43%4.11%4.90%Q2 2013Q1 201612
WIT, LLC 121228.11%34.78%46.17%Q4 2020Q3 202312
COOPER/HAIMS ADVISORS, LLC 610.15%0.18%0.26%Q1 2018Q3 202212
Community Bank & Trust, Waco, Texas 930.06%0.09%0.11%Q2 2020Q2 202312
Lloyd Advisory Services, LLC. 12120.31%1.77%4.32%Q4 2019Q3 202212
Running Point Capital Advisors, LLC 12121.51%3.47%5.99%Q4 2020Q3 202312
Roth Financial Partners LLC 12123.44%3.96%4.74%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.21%0.66%1.51%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.86%0.93%1.03%Q4 2020Q3 202312
FIRST NATIONAL BANK SIOUX FALLS 12120.11%0.12%0.13%Q4 2013Q3 201612
BRR OpCo, LLC 930.03%0.04%0.06%Q2 2019Q3 202212
Radnor Financial Advisors, LLC 12124.18%6.87%9.52%Q4 2019Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.28%0.32%0.39%Q4 2018Q3 202112
ECLECTIC ASSOCIATES INC /ADV 12120.65%0.87%1.10%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.18%0.24%0.35%Q4 2020Q3 202312
PLANNING DIRECTIONS INC 930.16%0.23%0.34%Q1 2018Q2 202212
Foster Group, Inc. 12120.33%0.42%0.59%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
Colonial Trust Advisors 750.00%0.03%0.07%Q3 2018Q3 202312
Everhart Financial Group, Inc. 12121.39%1.84%2.62%Q4 2020Q3 202312
Guardian Wealth Advisors, LLC 12123.09%3.54%5.71%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.35%0.43%0.53%Q4 2020Q3 202312
Beacon Financial Advisory LLC 12120.17%0.24%0.29%Q4 2020Q3 202312
Colony Family Offices, LLC 12122.78%4.86%7.58%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12123.08%5.87%10.41%Q4 2020Q3 202312
Resolute Advisors LLC 12120.13%0.51%1.96%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.43%0.54%0.67%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.33%0.41%0.56%Q4 2020Q3 202312
Shamrock Asset Management LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
RPG Investment Advisory, LLC 840.00%0.01%0.07%Q2 2017Q3 202112
Newton One Investments LLC 12120.07%1.54%3.32%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12120.67%1.08%1.24%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.18%0.37%0.82%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12121.90%2.77%3.38%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.28%0.40%0.61%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.26%0.37%0.63%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.02%0.02%Q4 2020Q3 202312
Stearns Financial Services Group 930.01%0.38%1.46%Q2 2013Q3 202012
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 12120.77%1.12%1.36%Q4 2013Q3 201612
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1110.08%0.45%0.58%Q2 2013Q3 202312
Fountainhead AM, LLC 12122.30%2.53%2.85%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.30%2.82%4.73%Q4 2020Q3 202312
Arden Trust Co 12120.04%0.29%0.87%Q2 2019Q1 202212
Latitude Advisors, LLC 12120.22%0.25%0.34%Q4 2020Q3 202312
Brown Financial Advisory 12120.21%0.54%2.93%Q4 2020Q3 202312
Curran Financial Partners, LLC 12120.12%0.53%1.42%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.14%0.20%0.29%Q1 2019Q1 202212
Oakwell Private Wealth Management, LLC 12122.10%7.59%10.55%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.49%0.68%1.03%Q4 2020Q3 202312
Orin Green Financial, LLC 12122.10%2.54%3.56%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12121.24%2.22%3.41%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.30%0.46%0.61%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.05%0.10%0.16%Q4 2020Q3 202312
Veery Capital, LLC 12123.28%3.91%4.50%Q4 2020Q3 202312
Syverson Strege & Co 12120.18%0.36%0.61%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.07%0.13%0.26%Q4 2020Q3 202312
Highwater Wealth Management, LLC 1110.95%2.25%3.73%Q3 2016Q3 201912
Trek Financial, LLC 420.02%0.13%0.28%Q4 2018Q3 202312
Gerstein Fisher 710.03%0.12%0.26%Q2 2013Q3 201612
PFS INVESTMENTS INC. 1020.01%0.06%0.29%Q4 2017Q2 202312
Rodgers & Associates, LTD 12121.04%1.40%1.81%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.11%0.16%Q4 2020Q3 202312
Red Wave Investments LLC 12120.76%1.12%1.49%Q4 2020Q3 202312
Connecticut Wealth Management, LLC 510.02%0.14%0.29%Q3 2016Q3 202312
TECTONIC ADVISORS LLC 12123.02%3.80%4.09%Q4 2020Q3 202312
AGILIS PARTNERS LLC 1110.34%0.54%0.73%Q4 2019Q3 202312
New Harbor Financial Group, LLC 750.02%8.13%15.62%Q2 2014Q3 202312
Emerson Wealth, LLC 660.03%0.27%0.56%Q4 2018Q2 202212
COLLECTIVE FAMILY OFFICE LLC 12120.20%1.19%2.66%Q4 2020Q3 202312
Kemper Corp Master Retirement Trust 121215.36%18.88%20.91%Q2 2013Q1 201612
GP Brinson Investments LLC 12126.50%7.50%8.37%Q1 2021Q4 202312
Cohen Investment Advisors LLC 12120.20%0.26%0.33%Q4 2020Q3 202312
Tacita Capital Inc 12120.19%0.26%0.37%Q4 2020Q3 202312
NORTHERN CAPITAL MANAGEMENT LLC 12120.82%1.20%2.07%Q2 2013Q1 201612
Main Street Financial Solutions, LLC 12120.24%0.70%1.09%Q4 2020Q3 202312
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 12120.69%2.82%13.47%Q4 2020Q3 202312
Itau Unibanco Holding S.A. 840.02%0.13%0.32%Q3 2016Q4 201912
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1110.01%0.02%0.03%Q2 2018Q3 202312
IBERIABANK CORP 1110.04%0.10%0.15%Q2 2013Q2 202012
OAK FAMILY ADVISORS, LLC 12120.21%0.30%0.36%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.14%0.43%1.07%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.69%0.81%0.98%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.19%0.79%1.74%Q4 2020Q3 202312
Pine Ridge Advisers LLC 12120.16%0.23%0.29%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.29%0.58%0.76%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.23%0.67%0.93%Q4 2020Q3 202312
Clear Harbor Asset Management, LLC 910.00%0.08%0.14%Q2 2014Q3 202312
LCM Capital Management Inc 12120.34%0.49%0.66%Q4 2020Q3 202312
Counsel Portfolio Services Inc. 12120.62%1.34%2.36%Q3 2013Q2 201612
Independent Portfolio Consultants, Inc. 750.01%0.10%0.24%Q2 2014Q2 201712
NewEdge Wealth, LLC 12120.57%1.01%1.95%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.05%0.08%0.11%Q4 2020Q3 202312
SHUFRO ROSE & CO LLC 12120.03%0.06%0.13%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 12120.09%0.22%0.46%Q4 2012Q3 201512
Frank, Rimerman Advisors LLC 12120.11%0.70%1.69%Q4 2020Q3 202312
Addenda Capital Inc. 12120.66%0.72%0.78%Q1 2014Q4 201612
SMH CAPITAL ADVISORS INC 510.46%0.83%1.40%Q4 2017Q2 202312
Bordeaux Wealth Advisors LLC 12120.69%1.29%2.27%Q4 2020Q3 202312
SHEPHERD KAPLAN KROCHUK, LLC 1010.04%0.08%0.23%Q2 2013Q3 201812
Hoover Financial Advisors, Inc. 11110.22%0.77%1.48%Q4 2018Q2 202111
Eagle Bay Advisors LLC 10100.00%3.44%4.75%Q2 2021Q3 202311
Virtu KCG Holdings LLC 710.01%0.03%0.06%Q3 2013Q1 201711
Surevest, LLC 650.11%0.64%1.72%Q4 2018Q3 202211
Piscataqua Savings Bank 11110.00%0.00%0.00%Q1 2021Q3 202311
WEST BANCORPORATION INC 740.16%0.81%1.66%Q4 2019Q2 202311
Fi3 FINANCIAL ADVISORS, LLC 11110.20%0.54%2.05%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.04%0.32%Q4 2020Q2 202311
TRUEWEALTH LLC 11110.19%0.42%0.85%Q4 2017Q2 202011
GRIES FINANCIAL LLC 11110.08%0.20%0.38%Q1 2021Q3 202311
New Vernon Capital Holdings II LLC 920.03%3.30%6.64%Q3 2019Q2 202311
4Thought Financial Group Inc. 11113.49%3.87%4.58%Q1 2021Q3 202311
Sovereign Financial Group, Inc. 11110.13%1.03%1.74%Q1 2021Q3 202311
MOSELEY INVESTMENT MANAGEMENT INC 11110.15%0.98%1.35%Q4 2019Q2 202211
F3Logic, LLC 11110.01%0.12%0.40%Q2 2018Q4 202011
Brown Miller Wealth Management, LLC 11110.90%1.26%1.58%Q1 2021Q3 202311
IBBOTSON ASSOCIATES INC 11110.80%1.89%5.41%Q2 2013Q4 201511
Compass Ion Advisors, LLC 11110.08%0.13%0.36%Q1 2021Q3 202311
Buffington Mohr McNeal 11110.14%0.24%0.29%Q2 2017Q4 201911
BlackRock Group LTD 11110.09%0.46%0.71%Q3 2013Q1 201611
Ratio Wealth Group 924.16%5.89%6.96%Q4 2020Q3 202311
RKL Wealth Management LLC 11110.04%0.08%0.11%Q2 2017Q4 201911
Navalign, LLC 11110.54%0.69%0.91%Q1 2021Q3 202311
Starfire Investment Advisers, Inc. 720.14%0.26%0.35%Q1 2015Q2 202011
Solitude Financial Services 11110.35%1.92%2.90%Q1 2021Q3 202311
WestHill Financial Advisors, Inc. 922.47%2.70%2.86%Q4 2020Q3 202311
BUTENSKY & COHEN FINANCIAL SECURITY, INC 11110.02%0.02%0.02%Q4 2014Q2 201711
SIMMONS FIRST TRUST CO NA 11110.86%2.10%3.78%Q2 2013Q4 201511
Total Clarity Wealth Management, Inc. 910.06%0.31%0.66%Q4 2019Q3 202311
Narus Financial Partners, LLC 740.52%0.83%1.13%Q4 2016Q3 202311
Nachman Norwood & Parrott, Inc 11110.92%1.16%1.60%Q4 2018Q2 202111
ZACKS INVESTMENT MANAGEMENT 11110.01%0.01%0.01%Q1 2021Q3 202311
GUGGENHEIM CAPITAL LLC 11110.00%0.00%0.01%Q2 2013Q4 201511
K.J. Harrison & Partners Inc 650.05%0.10%0.21%Q3 2018Q3 202211
Legacy Financial Group LLC 740.09%0.33%0.87%Q4 2020Q3 202311
Newport Capital Group, LLC 921.25%1.89%2.45%Q4 2020Q3 202311
PEAR TREE ADVISORS INC 11110.00%1.20%7.08%Q4 2013Q2 201611
ACCURATE INVESTMENT SOLUTIONS, INC. 610.00%0.83%2.70%Q4 2015Q1 202011
PagnatoKarp Partners LLC 11110.09%1.14%1.72%Q3 2017Q1 202011
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 202311
Cornerstone Wealth Advisors, Inc. 11110.96%1.24%1.71%Q1 2021Q3 202311
Northstar Advisory Group, LLC 830.13%0.16%0.24%Q4 2020Q3 202311
CUMBERLAND ADVISORS INC 810.06%2.27%3.16%Q2 2013Q2 201811
CURIAN CAPITAL LLC 11110.50%1.57%2.67%Q2 2013Q4 201511
LOGAN CAPITAL MANAGEMENT INC 11110.01%0.02%0.02%Q1 2021Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11110.14%0.20%0.32%Q1 2021Q3 202311
Virtue Capital Management, LLC 520.00%0.08%0.14%Q4 2017Q3 202311
Delphi Private Advisors LLC 650.03%0.06%0.13%Q4 2015Q3 201811
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11112.84%3.31%3.85%Q1 2021Q3 202311
Pachira Investments Inc. 740.16%1.64%6.67%Q4 2020Q3 202311
Lourd Capital, LLC 920.03%0.12%0.23%Q2 2013Q2 201911
Covenant Multifamily Offices, LLC 810.02%0.07%0.15%Q4 2013Q2 202111
1832 Asset Management L.P. 710.00%0.00%0.00%Q1 2017Q3 202311
Veracity Capital LLC 740.00%0.12%0.27%Q2 2020Q3 202311
American Money Management, LLC 1010.17%0.40%0.80%Q1 2015Q2 201811
Lowe Wealth Advisors, LLC 1010.00%0.01%0.02%Q1 2015Q4 201711
Principle Wealth Partners LLC 510.00%0.39%1.24%Q4 2018Q1 202211
Addison Advisors LLC 1010.02%0.03%0.05%Q4 2020Q3 202311
Clal Insurance Enterprises Holdings Ltd 830.02%0.12%0.22%Q4 2014Q4 201711
Sage Mountain Advisors LLC 11110.01%0.04%0.12%Q1 2021Q3 202311
Mariner Wealth Advisors-Cincinnati, LLC 740.04%0.06%0.08%Q4 2015Q3 201811
Twin Lakes Capital Management, LLC 650.52%0.59%0.74%Q4 2020Q3 202311
BT Wealth Management LLC 11112.15%2.75%3.23%Q4 2018Q2 202111
Financial Sense Advisors, Inc. 1010.26%3.73%6.47%Q3 2016Q2 202111
Campion Asset Management 11112.53%3.20%4.21%Q1 2021Q3 202311
Weatherstone Capital Management 710.17%1.05%3.63%Q4 2013Q3 201811
3D/L Capital Management, LLC 11110.07%0.15%0.20%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.58%0.73%1.24%Q1 2014Q1 201711
MBA Advisors LLC 11110.37%0.53%0.70%Q1 2021Q3 202311
Spire Wealth Management 11110.09%0.21%0.38%Q1 2021Q3 202311
ALLSTATE CORP 11110.50%4.95%24.90%Q2 2013Q4 201511
Invst, LLC 510.03%0.38%3.27%Q1 2018Q3 202311
JT Stratford LLC 410.05%0.11%0.28%Q3 2018Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 920.00%0.01%0.03%Q1 2018Q3 202311
Whitegate Investment Counselors, Inc. 810.07%0.16%0.66%Q1 2014Q3 202311
GRAYBILL WEALTH MANAGEMENT, LTD. 11111.12%2.06%2.40%Q2 2013Q4 201511
CEDAR CAPITAL, LLC 1010.10%0.32%0.69%Q4 2018Q3 202111
Harborview Advisors, LLC 810.12%0.22%0.31%Q1 2018Q2 202111
TIFF ADVISORY SERVICES, LLC 910.52%29.43%77.38%Q2 2013Q2 202311
Applied Capital LLC 11113.48%4.24%5.31%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.04%0.11%0.61%Q1 2019Q3 202111
Concord Wealth Partners 740.00%0.00%0.02%Q4 2020Q3 202311
Intelligence Driven Advisers, LLC 11110.04%0.24%0.77%Q4 2018Q2 202111
VAUGHAN & Co SECURITIES, INC. 520.15%0.58%1.32%Q4 2019Q3 202311
IMA Wealth, Inc. 11110.00%1.21%2.26%Q3 2016Q1 201911
TrueWealth Advisors, LLC 11110.11%0.21%0.33%Q1 2021Q3 202311
SUMITOMO LIFE INSURANCE CO 430.14%2.33%9.74%Q3 2020Q3 202311
Providence First Trust Co 11110.20%0.88%1.15%Q1 2021Q3 202311
LifeSteps Financial, Inc. 11110.20%0.24%0.27%Q4 2019Q2 202211
STRATTON MANAGEMENT CO 11110.10%0.19%0.28%Q2 2013Q4 201511
KANALY TRUST CO 650.02%0.03%0.07%Q3 2013Q4 201611
CLIENT 1ST ADVISORY GROUP, LLC 820.11%0.12%0.15%Q3 2020Q2 202310
Global X Management CO LLC 810.01%0.06%0.23%Q4 2014Q2 201810
HARBOUR INVESTMENTS, INC. 640.16%0.22%0.32%Q1 2021Q3 202310
ALERUS FINANCIAL NA 10100.03%0.04%0.05%Q2 2016Q3 201810
Mercer Investments LLC 610.91%11.57%42.16%Q2 2013Q2 202110
Hayden Royal, LLC 710.13%0.38%0.81%Q1 2019Q4 202110
HC FINANCIAL ADVISORS INC 10100.01%0.02%0.05%Q1 2020Q2 202210
First Bancorp, Inc /ME/ 911.90%2.28%2.95%Q1 2021Q3 202310
Freedom Day Solutions, LLC 10100.12%0.20%0.27%Q1 2021Q2 202310
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 210.01%1.95%5.80%Q3 2013Q3 201910
Rafferty Asset Management, LLC 10100.04%0.07%0.12%Q2 2014Q3 201610
Mathes Company, Inc. 730.34%0.82%1.59%Q4 2013Q4 201710
SECURITY NATIONAL BANK OF SO DAK 610.14%0.53%3.48%Q4 2015Q3 202310
Virtu Financial LLC 410.02%0.15%0.34%Q2 2013Q4 201910
Johanson Financial Advisors, Inc. 640.11%0.17%0.26%Q1 2019Q4 202110
Allegis Investment Advisors, LLC 10100.27%0.78%1.49%Q4 2015Q1 201810
Gerber Kawasaki Wealth & Investment Management 640.02%0.09%0.20%Q3 2018Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.20%0.34%0.59%Q4 2020Q3 202310
FIRST MERCHANTS CORP 10100.14%0.32%0.47%Q3 2017Q4 201910
SevenBridge Financial Group, LLC 910.01%0.02%0.05%Q2 2016Q4 202110
Sullivan, Bruyette, Speros & Blaney, LLC 10105.77%6.01%6.41%Q4 2018Q1 202110
Hefty Wealth Partners 10100.12%0.14%0.17%Q4 2015Q1 201810
Prentice Wealth Management LLC 553.28%3.68%4.04%Q1 2021Q3 202310
MFA WEALTH ADVISORS, LLC 820.06%0.16%0.22%Q1 2018Q1 202210
Pinnacle Summer Investments, Inc. 10100.00%0.05%0.12%Q2 2013Q3 201510
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.38%0.90%1.68%Q4 2017Q1 202010
Cabot-Wellington, LLC 640.01%0.11%0.18%Q2 2013Q3 202110
AMUSSEN HUNSAKER ASSOCIATES LLC 910.05%1.19%2.30%Q2 2017Q4 202110
VOYA INVESTMENT MANAGEMENT LLC 10100.01%0.04%0.08%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.12%0.26%0.72%Q2 2013Q3 201510
Covenant Asset Management, LLC 910.09%0.55%1.45%Q4 2016Q4 201910
Rezny Wealth Management, Inc. 910.00%8.10%14.76%Q2 2015Q3 201810
Exchange Capital Management, Inc. 410.00%0.14%0.36%Q2 2013Q3 202310
Seelaus Asset Management LLC 730.12%0.18%0.31%Q1 2019Q4 202110
BALASA DINVERNO & FOLTZ LLC 10100.03%0.05%0.06%Q2 2020Q3 202210
Tri-Star Advisors Inc. 10100.18%0.25%0.45%Q2 2020Q3 202210
HHG & Company, LLC 910.07%0.27%0.44%Q2 2013Q1 201610
Kovitz Investment Group, LLC 730.07%0.08%0.10%Q2 2013Q4 201510
MPS Loria Financial Planners, LLC 810.07%0.10%0.12%Q2 2017Q3 202310
Parisi Gray Wealth Management 510.08%0.81%2.19%Q4 2017Q3 202310
Slow Capital, Inc. 910.00%0.17%0.31%Q4 2017Q3 202010
Prism Advisors, Inc. 910.15%0.26%1.22%Q4 2017Q3 202210
Sawyer & Company, Inc 10100.01%0.02%0.02%Q2 2021Q3 202310
D. SCOTT NEAL, INC. 730.11%4.35%9.39%Q4 2013Q3 201810
Wagner Wealth Management, LLC 420.00%0.04%0.17%Q4 2017Q3 202210
Huber Financial Advisors, LLC 10100.37%0.87%1.44%Q4 2017Q1 202010
jvl associates llc 10100.32%1.00%5.56%Q1 2020Q2 202210
Convergent Wealth Advisors 10105.36%6.72%7.96%Q2 2013Q3 201510
WEXFORD CAPITAL LP 610.15%1.03%2.10%Q3 2016Q2 202310
Parasol Investment Management, LLC 510.02%2.67%6.31%Q4 2013Q1 201710
Kendall Capital Management 640.24%1.36%5.03%Q4 2017Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.02%0.04%Q1 2021Q3 202310
Johnson Midwest Financial, LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Centerpoint Advisors, LLC 10100.08%0.10%0.13%Q2 2021Q3 202310
Blume Capital Management, Inc. 10100.00%0.02%0.16%Q4 2013Q1 201610
Hilton Capital Management, LLC 10100.05%0.06%0.07%Q3 2017Q4 201910
Wambolt & Associates, LLC 730.17%0.24%0.35%Q4 2018Q2 202210
EQ LLC 10100.15%0.31%0.60%Q4 2020Q1 202310
MBL Wealth, LLC 710.18%0.34%0.78%Q4 2020Q3 202310
PRW Wealth Management LLC 310.07%1.60%4.80%Q4 2018Q2 202310
Vanguard Personalized Indexing Management, LLC 10100.10%0.36%0.77%Q3 2020Q4 202210
TEACHERS ADVISORS, LLC 710.00%0.03%0.07%Q2 2013Q2 201810
Strategic Blueprint, LLC 10100.09%0.26%0.50%Q2 2021Q3 202310
Circle Wealth Management, LLC 10100.07%0.20%0.38%Q1 2017Q2 201910
Bell Bank 730.02%0.39%1.50%Q2 2013Q2 202210
Accretive Wealth Partners, LLC 10100.33%0.44%0.68%Q2 2021Q3 202310
PSI Advisors, LLC 910.00%0.04%0.11%Q4 2019Q3 202310
Robbins Farley 820.00%0.07%0.21%Q1 2021Q3 202310
Professional Financial Advisors, LLC 10100.03%0.34%1.14%Q2 2020Q3 202210
John W. Brooker & Co., CPAs 730.01%0.03%0.11%Q4 2019Q2 202210
Elevated Capital Advisors, LLC 510.54%0.71%0.85%Q1 2019Q3 202310
Journey Advisory Group, LLC 10100.05%0.44%0.82%Q4 2020Q1 202310
NWK Group, Inc. 820.01%0.02%0.10%Q4 2019Q2 202210
Blue Barn Wealth, LLC 10100.17%0.25%0.46%Q2 2021Q3 202310
Capital Wealth Alliance, LLC 710.16%0.33%0.53%Q4 2019Q1 202310
MOTIVE WEALTH ADVISORS 10101.81%2.14%2.39%Q2 2021Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10101.43%4.51%6.93%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.03%0.05%0.08%Q2 2021Q3 202310
SWMG, LLC 640.18%0.48%0.82%Q4 2020Q2 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Bank of New Hampshire 10101.09%1.45%1.90%Q2 2021Q3 202310
SVB Investment Services Inc. 10103.32%5.32%6.75%Q4 2019Q1 202210
Standard Family Office LLC 514.27%8.93%13.81%Q4 2020Q3 202310
Intrua Financial, LLC 10100.12%0.17%0.27%Q4 2020Q1 202310
Summit Financial Strategies, Inc. 10100.05%0.49%1.75%Q2 2021Q3 202310
JRM Investment Counsel, LLC 730.28%0.71%1.63%Q2 2015Q2 201810
STATE OF WISCONSIN INVESTMENT BOARD 10100.10%0.12%0.13%Q2 2013Q3 201510
Whitcomb & Hess, Inc. 10105.32%5.73%6.16%Q2 2021Q3 202310
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
American Financial Network Advisory Services LLC 990.58%0.93%1.13%Q3 2017Q3 20199
CCG WEALTH MANAGEMENT, LLC 520.12%0.46%0.84%Q4 2018Q4 20229
361 CAPITAL LLC 990.09%0.15%0.24%Q2 2018Q2 20209
HIGHFIELDS CAPITAL MANAGEMENT LP 990.27%0.28%0.31%Q2 2013Q2 20159
USA FINANCIAL FORMULAS 410.01%0.05%0.08%Q1 2018Q3 20239
Tenret Co LLC 993.08%3.61%4.40%Q2 2021Q2 20239
New Potomac Partners, LLC 811.15%2.51%2.92%Q1 2020Q4 20229
GoalVest Advisory LLC 630.00%0.05%0.14%Q4 2020Q2 20239
Alaska Wealth Advisors 810.04%0.06%0.08%Q3 2018Q4 20219
Five Oceans Advisors 991.20%1.74%2.82%Q3 2021Q3 20239
Orion Capital Management LLC 810.00%0.02%0.04%Q4 2020Q3 20239
Corient Capital Partners, LLC 810.05%0.46%0.90%Q4 2019Q2 20229
PRUDENTIAL PLC 630.00%0.00%0.01%Q1 2016Q2 20189
Summit Financial Wealth Advisors, LLC 420.05%0.06%0.08%Q4 2018Q2 20219
SHEETS SMITH WEALTH MANAGEMENT 710.01%0.17%0.46%Q1 2013Q3 20239
VeraBank, N.A. 990.10%0.14%0.22%Q3 2021Q3 20239
BAKER BOYER NATIONAL BANK 810.25%0.44%0.55%Q2 2021Q3 20239
Dentgroup LLC 990.89%1.56%2.45%Q4 2021Q4 20239
Jacobus Wealth Management, Inc. 990.15%0.31%0.65%Q2 2013Q2 20159
DUPONT CAPITAL MANAGEMENT CORP 310.00%0.08%0.18%Q3 2013Q3 20179
Berkshire Bank 990.18%0.23%0.27%Q3 2020Q3 20229
Roberts Wealth Advisors, LLC 991.90%2.11%2.52%Q3 2021Q3 20239
W.G. Shaheen & Associates DBA Whitney & Co 630.04%0.10%0.14%Q2 2016Q3 20189
Koss-Olinger Consulting, LLC 810.04%0.69%1.50%Q2 2021Q3 20239
Fulcrum Capital LLC 420.00%0.55%2.39%Q4 2017Q2 20219
Bernardo Wealth Planning LLC 990.17%0.33%0.48%Q4 2018Q4 20209
Highmount Capital, LLC 990.92%1.69%3.42%Q2 2013Q2 20159
McLean Asset Management Corp 810.13%0.35%1.26%Q4 2020Q4 20239
Ariel Investments 990.01%0.06%0.15%Q1 2014Q1 20169
CHURCHILL MANAGEMENT Corp 410.05%0.14%0.23%Q2 2014Q2 20219
Maltin Wealth Management, Inc. 810.16%0.20%0.22%Q2 2020Q3 20229
Marks Group Wealth Management, Inc 990.10%0.13%0.25%Q3 2021Q3 20239
CARY STREET PARTNERS ASSET MANAGEMENT LLC 630.01%0.05%0.08%Q4 2020Q1 20239
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 995.60%6.04%6.36%Q4 2013Q4 20159
MID CONTINENT CAPITAL LLC/IL 990.02%0.05%0.07%Q2 2013Q2 20159
RONALD BLUE & CO LLC 710.01%0.02%0.04%Q4 2013Q2 20179
Clean Yield Group 510.00%0.02%0.04%Q4 2019Q4 20229
Pettinga Financial Advisors LLC 990.12%0.29%0.64%Q3 2021Q3 20239
Castleview Partners, LLC 810.01%0.04%0.22%Q2 2021Q3 20239
Zuckerman Investment Group, LLC 540.05%0.86%1.56%Q1 2021Q3 20239
Old North State Trust, LLC 510.02%0.04%0.05%Q3 2018Q3 20229
ClearBridge Investments 810.00%0.00%0.00%Q1 2016Q1 20209
Financial & Tax Architects, LLC 990.32%0.81%1.17%Q1 2021Q1 20239
Essex LLC 990.28%0.42%0.50%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.17%0.19%0.20%Q4 2021Q4 20239
Laurel Wealth Advisors LLC 720.00%0.00%0.01%Q4 2018Q2 20219
Bell Rock Capital LLC 720.00%0.00%0.02%Q4 2016Q4 20199
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 810.08%0.11%0.13%Q1 2020Q3 20239
LOWE BROCKENBROUGH & CO INC 990.12%0.25%0.31%Q3 2021Q3 20239
Jane Street Holding, LLC 330.04%0.91%4.76%Q2 2013Q4 20139
Capital Advisors Wealth Management, LLC 420.06%1.10%4.31%Q1 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.28%0.38%0.49%Q4 2021Q4 20239
Advisory Services & Investments, LLC 990.28%1.54%3.11%Q2 2021Q2 20239
Willis Johnson & Associates, Inc. 995.79%6.54%6.98%Q3 2021Q3 20239
PBMares Wealth Management LLC 710.12%0.17%0.33%Q4 2019Q3 20239
MBB PUBLIC MARKETS I LLC 880.10%7.30%13.01%Q4 2021Q3 20239
Mandatum Life Insurance Co Ltd 990.17%0.20%0.26%Q3 2020Q3 20229
Forest Hill Capital, LLC 990.06%0.10%0.16%Q3 2016Q3 20189
KEELEY ASSET MANAGEMENT CORP 540.00%0.03%0.06%Q3 2014Q4 20169
Squar Milner Financial Services LLC 720.12%0.28%0.49%Q4 2017Q1 20209
STUDIO INVESTMENT MANAGEMENT LLC 990.03%0.35%0.85%Q3 2021Q3 20239
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 810.02%0.62%3.08%Q4 2020Q3 20239
TCG Advisory Services, LLC 720.06%0.16%0.28%Q1 2021Q2 20239
JEPPSON WEALTH MANAGEMENT, LLC 810.13%0.15%0.21%Q3 2020Q3 20239
INTEGRATED CAPITAL MANAGEMENT, INC. 992.92%3.16%3.44%Q4 2018Q4 20209
Redwood Investment Management, LLC 540.07%1.50%4.48%Q4 2017Q3 20239
Integrated Wealth Management 990.82%1.81%2.54%Q1 2015Q1 20179
US FINANCIAL ADVISORS, LLC 720.02%0.24%0.49%Q4 2014Q1 20219
Laurel Wealth Planning LLC 990.04%0.05%0.06%Q4 2020Q4 20229
Aletheian Wealth Advisors LLC 992.85%3.44%4.09%Q4 2021Q4 20239
GUARDIAN CAPITAL ADVISORS LP 990.20%0.23%0.30%Q2 2013Q2 20159
ALPHASIMPLEX GROUP, LLC 510.17%0.34%0.66%Q4 2017Q4 20209
Empowered Funds, LLC 990.03%0.09%0.16%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 991.69%2.47%3.00%Q3 2021Q3 20239
Crosspoint Capital Strategies, LLC 990.01%0.09%0.26%Q4 2013Q4 20159
CUTLER INVESTMENT COUNSEL LLC 720.10%0.29%0.35%Q1 2016Q3 20239
GoalFusion Wealth Management, LLC 992.54%3.02%3.47%Q4 2021Q4 20239
VERUS CAPITAL PARTNERS, LLC 720.03%0.19%0.41%Q4 2019Q3 20239
Vident Investment Advisory, LLC 810.01%0.09%0.29%Q2 2016Q2 20239
BW Gestao de Investimentos Ltda. 990.23%1.07%2.78%Q1 2015Q1 20179
Spotlight Asset Group, Inc. 720.08%0.10%0.14%Q1 2020Q3 20239
Ensemble Capital Management 990.22%0.30%0.38%Q2 2013Q2 20159
Horrell Capital Management, Inc. 990.00%0.04%0.05%Q2 2013Q2 20159
Compass Financial Group, Inc. 810.12%1.49%1.99%Q4 2015Q3 20189
U.S. Capital Wealth Advisors, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
Baltimore-Washington Financial Advisors, Inc. 990.09%1.51%1.86%Q4 2013Q4 20159
Providence Capital Advisors, LLC 710.00%0.02%0.07%Q4 2017Q1 20229
TRUE Private Wealth Advisors 510.00%0.01%0.04%Q4 2017Q4 20209
Sierra Capital LLC 990.00%0.28%0.81%Q3 2021Q3 20239
Constellation Wealth Advisors, LLC 990.07%0.16%0.26%Q3 2013Q3 20159
MANAGED ACCOUNT ADVISORS LLC 990.02%0.05%0.08%Q2 2013Q2 20159
Stanford Investment Group, Inc. 990.84%1.26%1.76%Q4 2014Q4 20169
TFO Wealth Partners, LLC 990.00%0.27%0.58%Q3 2021Q3 20239
Domani Wealth, LLC 540.04%0.13%0.22%Q3 2017Q1 20219
SteelBridge Private Wealth Advisors LLC 991.74%4.52%12.86%Q1 2016Q1 20189
Intellectus Partners, LLC 610.04%0.22%0.34%Q2 2017Q2 20239
OptiFour Integrated Wealth Management, LLC 990.16%0.19%0.23%Q4 2017Q4 20199
Bridgewater Wealth & Financial Management, LLC 810.08%0.43%3.15%Q4 2014Q2 20179
INTEGRAL DERIVATIVES, LLC 410.01%0.02%0.05%Q4 2013Q1 20189
Nexus Investment Management ULC 990.04%0.04%0.04%Q2 2019Q2 20219
AEGON USA Investment Management, LLC 992.55%2.97%3.77%Q2 2013Q2 20159
FLAGSTAR ADVISORS INC 990.30%0.46%0.95%Q3 2021Q3 20239
DRAVO BAY LLC 884.40%4.65%4.95%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.02%0.03%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.16%0.34%0.52%Q4 2021Q3 20238
Objective Capital Management, LLC 880.46%0.52%0.60%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 530.11%0.14%0.20%Q1 2020Q1 20228
DHK Financial Advisors, Inc. 880.30%2.88%5.30%Q4 2021Q3 20238
Francis Financial, Inc. 621.26%6.92%18.55%Q4 2017Q3 20238
UBP Investment Advisors SA 880.15%0.62%3.80%Q4 2020Q3 20228
MAYPORT, LLC 881.13%1.56%1.98%Q4 2021Q3 20238
AI Financial Services LLC 881.99%2.70%3.55%Q4 2017Q3 20198
Advocacy Wealth Management Services, LLC 220.00%0.33%1.35%Q2 2013Q3 20198
Warren Street Wealth Advisors, LLC 880.22%0.39%0.45%Q4 2021Q3 20238
Coury Firm Asset Management LLC 880.73%3.74%4.93%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Nova R Wealth, Inc. 880.18%0.60%0.85%Q4 2021Q3 20238
RPg Family Wealth Advisory, LLC 510.02%0.03%0.04%Q4 2015Q2 20208
My Personal CFO, LLC 880.54%0.74%1.28%Q4 2021Q3 20238
Brooklyn FI, LLC 884.05%6.55%8.64%Q4 2021Q3 20238
ETFIDEA, LLC 880.12%0.14%0.20%Q4 2021Q3 20238
Northwest Capital Management Inc 510.02%0.10%0.16%Q4 2020Q3 20238
Brouwer & Janachowski, LLC 884.22%5.00%5.94%Q4 2013Q3 20158
Lucia Wealth Services, LLC 410.03%0.11%0.38%Q1 2018Q3 20208
Page Arthur B 880.01%0.12%0.30%Q4 2013Q3 20158
Clientfirst Wealth Management, LLC 880.52%0.60%0.83%Q4 2021Q3 20238
Security Financial Services, INC. 880.54%0.81%1.45%Q4 2021Q3 20238
Ascent Group, LLC 880.34%0.42%0.53%Q4 2021Q3 20238
Sequoia Wealth Management, LLC 880.24%0.34%0.59%Q4 2017Q3 20198
Stephens Consulting, LLC 880.01%0.42%0.86%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.14%0.23%0.32%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.08%0.34%0.54%Q4 2014Q3 20168
Riverview Capital Advisers, LLC 880.21%0.25%0.28%Q4 2021Q3 20238
MayTech Global Investments, LLC 710.03%0.04%0.04%Q4 2020Q4 20228
Quent Capital, LLC 880.04%0.07%0.18%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.20%0.26%0.35%Q4 2021Q3 20238
Capasso Planning Partners LLC 881.07%1.15%1.31%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.15%0.20%0.29%Q2 2013Q1 20158
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Swan Global Investments, LLC 530.12%0.26%0.58%Q1 2015Q3 20178
First Allied Asset Management, Inc. 880.03%1.64%2.48%Q2 2013Q1 20158
Family CFO Inc 882.03%2.28%2.73%Q4 2021Q3 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.01%0.11%0.32%Q4 2015Q3 20178
Bank of Kentucky, Inc. 880.01%0.01%0.01%Q2 2013Q1 20158
Ulland Investment Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
MASON STREET ADVISORS, LLC 880.06%1.83%2.73%Q2 2013Q1 20158
ETF Store, Inc. 880.27%0.39%0.53%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.15%0.46%1.74%Q4 2021Q3 20238
HB Wealth Management, LLC 880.04%0.07%0.12%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.65%0.81%0.98%Q4 2021Q3 20238
Abacus Wealth Partners, LLC 530.13%0.33%0.69%Q4 2020Q3 20238
Rockwood Wealth Management, LLC 880.12%0.24%0.39%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.17%0.92%Q4 2021Q3 20238
City State Bank 880.83%1.04%1.38%Q4 2021Q3 20238
STEEL GROVE CAPITAL ADVISORS, LLC 420.06%0.20%0.36%Q2 2013Q4 20168
Red Tortoise LLC 440.82%1.15%1.46%Q3 2021Q3 20238
Pflug Koory, LLC 880.42%0.49%0.53%Q2 2020Q1 20228
Axiom Advisory, LLC 882.05%2.16%2.27%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.05%0.09%0.16%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.56%1.26%1.87%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.04%0.13%0.26%Q4 2021Q3 20238
MinichMacGregor Wealth Management, LLC 710.00%0.01%0.01%Q1 2017Q4 20228
Investment Advisory Group, LLC 880.48%0.62%0.94%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 880.36%1.19%2.80%Q4 2021Q3 20238
Amundi 880.01%0.01%0.01%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.16%0.22%0.29%Q4 2021Q3 20238
Independent Advisor Alliance 310.02%0.11%0.41%Q1 2017Q3 20238
Strategic Wealth Management Group, LLC 880.16%0.23%0.29%Q4 2018Q3 20208
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 883.00%4.33%8.91%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.80%1.10%1.53%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 881.28%3.21%4.59%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.21%0.36%0.50%Q4 2021Q3 20238
Bares Capital Management 880.10%0.18%0.30%Q1 2013Q4 20148
Covestor Ltd 880.35%0.53%0.67%Q4 2021Q3 20238
IMS Capital Management 880.44%0.49%0.54%Q2 2013Q1 20158
STRATEGIC WEALTH MANAGEMENT INC 624.23%5.31%6.99%Q4 2016Q1 20198
Kavar Capital Partners, LLC 310.01%0.02%0.06%Q4 2013Q2 20198
Operose Advisors LLC 880.04%0.11%0.19%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.06%0.07%0.08%Q1 2014Q4 20158
JOURNEY STRATEGIC WEALTH LLC 880.05%0.09%0.11%Q4 2021Q3 20238
MAIRS & POWER INC 610.00%0.00%0.01%Q3 2013Q1 20218
Beaird Harris Wealth Management, LLC 880.06%0.20%0.44%Q4 2021Q3 20238
Starfox Financial Services, LLC 882.30%3.28%4.19%Q4 2021Q3 20238
Kearns & Associates LLC 883.80%4.82%5.76%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.44%0.58%0.75%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.07%0.08%0.08%Q4 2021Q3 20238
Echo45 Advisors LLC 884.39%4.73%5.13%Q4 2021Q3 20238
Allie Family Office LLC 880.72%1.14%1.42%Q4 2021Q3 20238
LifeGuide Financial Advisors, LLC 880.22%0.47%1.00%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.13%0.16%0.20%Q4 2021Q3 20238
Stone Point Wealth LLC 880.57%0.70%0.91%Q4 2021Q3 20238
Daiwa Securities Group Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
Missouri Trust & Investment Co 880.27%0.45%0.58%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.47%2.25%3.69%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.07%0.08%0.14%Q4 2021Q3 20238
UNIONVIEW, LLC 880.55%0.65%0.75%Q4 2021Q3 20238
TrueWealth Financial Partners 889.38%9.74%10.14%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 880.26%0.36%0.45%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 882.06%2.31%2.66%Q4 2021Q3 20238
RGT Wealth Advisors, LLC 710.00%0.05%0.07%Q2 2020Q2 20228
New Legacy Group, LLC 880.57%4.15%6.22%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.16%0.24%0.35%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.73%1.52%2.68%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%0.44%3.50%Q4 2021Q3 20238
TCWP LLC 880.06%0.09%0.25%Q4 2021Q3 20238
PACK Private Wealth, LLC 8810.35%10.91%11.66%Q4 2021Q3 20238
Evolution Advisers, Inc. 885.57%5.85%6.14%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.25%0.29%0.32%Q4 2021Q3 20238
Center For Asset Management LLC 710.19%0.80%1.39%Q4 2020Q4 20228
OLIO Financial Planning 880.17%1.22%1.81%Q4 2021Q3 20238
MAS Advisors LLC 880.86%1.40%2.05%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 880.36%0.84%1.28%Q4 2021Q3 20238
MOGY JOEL R INVESTMENT COUNSEL INC 880.04%0.20%0.26%Q2 2013Q1 20158
Alamar Capital Management, LLC 880.16%0.23%0.30%Q3 2021Q2 20238
Private Advisory Group LLC 610.08%1.11%3.43%Q4 2017Q2 20228
Madrona Financial Services, LLC 710.29%2.59%3.23%Q1 2015Q3 20228
Viewpoint Capital Management LLC 880.70%0.85%1.00%Q4 2021Q3 20238
Anson Capital, Inc. 880.36%0.49%0.66%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 880.43%0.95%2.70%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.98%1.59%2.08%Q4 2021Q3 20238
ACAS, LLC 620.25%0.41%0.57%Q1 2021Q3 20238
First Capital Advisors Group, LLC. 710.04%0.28%0.39%Q2 2017Q2 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.03%0.09%0.14%Q2 2013Q1 20158
Argentus Capital Management, LLC 620.00%0.12%0.37%Q2 2014Q3 20168
Morling Financial Advisors, LLC 880.62%0.92%1.32%Q4 2021Q3 20238
JBJ Investment Partners, LLC 880.98%5.21%7.81%Q1 2020Q4 20218
MONOGRAPH WEALTH ADVISORS, LLC 880.07%0.10%0.12%Q4 2021Q3 20238
GPWM LLC 884.34%4.83%5.20%Q4 2021Q3 20238
MEANS INVESTMENT CO., INC. 880.66%1.04%1.28%Q4 2021Q3 20238
BHF Kleinwort Benson Group S.A. 610.00%0.01%0.04%Q2 2013Q4 20158
American Trust 881.04%1.62%2.25%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.15%0.19%0.23%Q4 2021Q3 20238
Clear Creek Financial Management, LLC 410.04%1.33%10.30%Q2 2020Q3 20238
Thrive Wealth Management, LLC 880.88%1.90%3.43%Q4 2021Q3 20238
DBK Financial Counsel, LLC 883.84%4.30%4.82%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.02%0.03%0.03%Q4 2013Q3 20158
Cassady Schiller Wealth Management, LLC 880.26%0.41%0.61%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.42%0.64%0.81%Q2 2013Q1 20158
Custos Family Office, LLC 882.29%7.63%13.26%Q4 2021Q3 20238
Wedmont Private Capital 885.02%5.60%6.17%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.98%1.15%1.34%Q4 2021Q3 20238
WIMMER ASSOCIATES 1, LLC 880.27%0.33%0.46%Q3 2017Q2 20198
Venture Visionary Partners LLC 880.14%0.17%0.20%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.19%0.21%0.25%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.15%0.19%0.22%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.08%0.19%0.58%Q4 2021Q3 20238
DEFINED WEALTH MANAGEMENT, LLC 710.11%1.34%2.80%Q4 2020Q3 20238
MMA ASSET MANAGEMENT LLC 880.28%1.06%4.69%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.23%1.27%1.68%Q4 2021Q3 20238
Threshold Group LLC 880.24%0.77%2.05%Q4 2015Q3 20178
CHILDRESS CAPITAL ADVISORS, LLC 880.12%0.20%0.28%Q3 2021Q2 20238
Fiduciary Wealth Partners, LLC 880.16%0.35%0.70%Q4 2015Q3 20178
Helen Stephens Group, LLC 882.70%3.10%3.69%Q4 2021Q3 20238
Rede Wealth, LLC 710.12%0.17%0.21%Q1 2021Q2 20238
CATALYST PRIVATE WEALTH, LLC 510.03%0.67%1.62%Q3 2020Q4 20238
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 881.00%3.65%5.11%Q4 2016Q3 20188
RE Dickinson Investment Advisors, LLC 881.60%5.90%9.19%Q4 2021Q3 20238
Tanager Wealth Management LLP 880.25%1.74%2.92%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.25%0.33%0.40%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.05%0.09%0.12%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.82%1.07%1.48%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 881.90%2.38%2.70%Q4 2018Q3 20208
Retirement Planning Co of New England, Inc. 880.12%0.23%0.30%Q4 2021Q3 20238
OPUS INVESTMENT MANAGEMENT INC 8812.34%14.78%19.12%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.02%0.04%0.06%Q3 2021Q3 20238
Financial Network Wealth Management LLC 880.12%0.15%0.18%Q4 2021Q3 20238
TI-TRUST, INC 881.56%1.75%1.85%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.07%0.15%0.19%Q4 2021Q3 20238
H&H Retirement Design & Management INC 880.14%0.92%1.65%Q4 2021Q3 20238
Blooom, Inc. 880.38%0.58%0.98%Q4 2020Q3 20228
Activest Wealth Management 610.33%0.55%1.15%Q1 2021Q3 20238
Summit Wealth Group, LLC 510.70%2.39%3.54%Q4 2019Q2 20238
RS CRUM INC. 880.59%1.16%1.92%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 881.50%1.87%2.02%Q4 2021Q3 20238
OXFORD ASSET MANAGEMENT LLP 310.01%0.33%0.95%Q1 2017Q1 20208
Pariax, LLC 885.50%8.33%12.87%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.04%0.13%0.20%Q4 2019Q3 20218
Ten Capital Wealth Advisors, LLC 440.00%0.15%0.31%Q3 2020Q1 20238
FourThought Financial, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
GREENWOOD GEARHART INC 880.03%0.05%0.07%Q4 2020Q3 20228
Treynor Bancshares, Inc. 880.80%0.88%0.96%Q4 2021Q3 20238
Level Financial Advisors 880.96%1.51%2.33%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.27%0.36%0.42%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.29%0.40%0.51%Q4 2015Q3 20178
RTD Financial Advisors, Inc. 881.23%1.38%1.52%Q4 2021Q3 20238
SELDON CAPITAL LP 880.92%1.10%1.42%Q4 2021Q3 20238
Grant/GrossMendelsohn, LLC 880.19%0.27%0.33%Q4 2021Q3 20238
Baron Financial Group, LLC 880.03%0.04%0.06%Q3 2020Q2 20228
Alliance Wealth Management Group 310.06%0.35%0.83%Q1 2017Q4 20218
EverSource Wealth Advisors, LLC 881.16%1.27%1.49%Q4 2021Q3 20238
Mechanics Financial Corp 882.37%2.57%2.79%Q4 2021Q3 20238
ARVEST TRUST CO N A 881.31%1.37%1.46%Q4 2021Q3 20238
QVR LLC 410.02%0.13%0.35%Q3 2018Q1 20208
Compass Advisory Group LLC 880.20%0.38%0.54%Q4 2021Q3 20238
Watermark Asset Management, Inc. 883.53%3.98%4.25%Q1 2017Q4 20188
HUTCHENS INVESTMENT MANAGEMENT INC 880.00%0.31%0.51%Q1 2016Q4 20178
WARNER FINANCIAL, INC 881.90%2.07%2.33%Q4 2021Q3 20238
Stewardship Financial Advisors, LLC 770.01%1.78%4.41%Q3 2018Q1 20207
Hernani Holdings LLC 778.03%8.87%10.30%Q4 2019Q2 20217
Redwood Investments, LLC 770.06%0.13%0.18%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q1 2018Q3 20197
FIRST AMERICAN TRUST, FSB 320.03%0.07%0.12%Q2 2013Q3 20237
TCF National Bank 770.71%0.78%0.92%Q3 2019Q1 20217
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
AHL Partners LLP 410.03%0.78%1.11%Q3 2014Q4 20177
INVESTMENT HOUSE LLC 210.04%0.08%0.17%Q2 2013Q4 20197
White Pine Investment CO 771.27%1.56%1.83%Q2 2013Q4 20147
Cahill Wealth Management, LLC 770.15%0.29%0.58%Q1 2022Q3 20237
Savior LLC 770.03%0.06%0.16%Q4 2019Q2 20217
Abu Dhabi Investment Council 772.29%16.39%50.30%Q4 2013Q2 20157
Faithward Advisors, LLC 770.02%0.02%0.04%Q1 2022Q3 20237
HOWARD FINANCIAL SERVICES, LTD. 610.05%0.20%0.29%Q1 2021Q4 20227
SHAPIRO ROBERT N 770.27%0.39%0.53%Q2 2013Q4 20147
PUTNAM INVESTMENTS LLC 770.01%0.05%0.11%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Renasant Bank 770.17%0.26%0.54%Q4 2020Q2 20227
Pallas Capital Advisors LLC 770.03%0.09%0.16%Q1 2021Q3 20227
20/20 Capital Management, Inc. 770.09%0.11%0.14%Q4 2019Q2 20217
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.01%0.01%Q4 2017Q3 20197
Eastover Investment Advisors LLC 770.21%0.22%0.24%Q1 2022Q3 20237
IVC Wealth Advisors LLC 770.21%0.23%0.28%Q1 2022Q3 20237
Trevian Wealth Management LLC 611.09%2.35%3.33%Q4 2021Q3 20237
FOUNDERS BANK & TRUST 770.27%0.35%0.39%Q2 2013Q4 20147
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q4 2020Q3 20237
Greenfield Savings Bank 770.24%0.29%0.36%Q2 2022Q4 20237
Pine Haven Investment Counsel, Inc 770.22%0.26%0.30%Q4 2021Q2 20237
COUNTRY CLUB BANK /GFN 770.05%0.07%0.09%Q1 2022Q3 20237
Rinkey Investments 430.26%0.46%1.23%Q4 2021Q3 20237
RHS Financial, LLC 770.28%0.42%0.56%Q1 2022Q3 20237
REINHART PARTNERS, LLC. 610.02%0.06%0.13%Q2 2013Q1 20157
New Perspectives, Inc 771.69%2.58%3.08%Q2 2021Q4 20227
Vickerman Investment Advisors, Inc. 770.14%0.31%0.42%Q3 2021Q1 20237
ICA Group Wealth Management, LLC 770.04%0.20%0.25%Q1 2022Q3 20237
VALLEY FORGE ASSET MANAGEMENT, LLC 770.72%1.18%1.54%Q2 2014Q4 20157
PATTON ALBERTSON MILLER GROUP, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Timber Hill LLC 210.00%0.00%0.01%Q4 2013Q4 20167
Crew Capital Management, Ltd. 770.40%0.90%1.16%Q1 2021Q3 20227
ANGELES WEALTH MANAGEMENT, LLC 770.01%0.67%0.99%Q1 2022Q3 20237
Gibson Capital, LLC 510.01%0.31%0.47%Q2 2014Q3 20217
Platte River Wealth Advisors, LLC 610.20%1.44%7.36%Q4 2019Q3 20217
Rockbridge Investment Management, LCC 771.61%1.96%2.18%Q2 2020Q4 20217
Clear Perspectives Financial Planning, LLC 520.00%0.02%0.02%Q4 2020Q1 20237
Horizons Wealth Management 770.37%0.43%0.46%Q2 2022Q4 20237
Salomon & Ludwin, LLC 410.00%0.22%0.41%Q4 2019Q3 20237
FIDUCIENT ADVISORS LLC 610.26%2.23%4.02%Q4 2017Q1 20207
WEST CHESTER CAPITAL ADVISORS, INC 770.27%0.35%0.50%Q2 2013Q4 20147
Twelve Points Wealth Management LLC 770.11%0.16%0.24%Q1 2022Q3 20237
PGGM Investments 520.01%0.04%0.08%Q1 2014Q4 20157
Marshall Financial Group LLC 770.18%0.38%0.54%Q1 2022Q3 20237
Paloma Partners Management Co 610.01%0.12%0.59%Q3 2017Q4 20227
Alley Investment Management Company, LLC 770.58%0.63%0.71%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.17%0.27%0.38%Q1 2022Q3 20237
Wealthstreet Investment Advisors, LLC 430.02%0.04%0.06%Q1 2018Q4 20197
Wescott Financial Advisory Group, LLC 770.06%0.08%0.12%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.01%0.02%Q4 2021Q3 20237
Adero Partners, LLC 520.05%0.06%0.09%Q2 2021Q3 20237
Atlas Brown,Inc. 410.08%0.09%0.10%Q3 2014Q3 20237
Cumberland Partners Ltd 320.02%0.13%0.28%Q2 2018Q3 20237
HAZLETT, BURT & WATSON, INC. 770.08%0.09%0.11%Q1 2022Q3 20237
Chico Wealth RIA 770.27%0.41%0.94%Q1 2022Q3 20237
AMARILLO NATIONAL BANK 770.07%0.09%0.12%Q1 2017Q3 20187
Delos Wealth Advisors, LLC 770.00%0.00%0.03%Q2 2021Q4 20227
Horizon Investment Services, LLC 520.08%0.11%0.14%Q1 2015Q2 20227
Atria Wealth Solutions, Inc. 770.43%0.52%0.60%Q1 2022Q3 20237
X-Square Capital, LLC 770.64%0.90%1.38%Q4 2017Q2 20197
NORTHSTAR WEALTH PARTNERS LLC 610.09%0.11%0.13%Q1 2018Q4 20197
RELIANCE TRUST CO 770.57%0.86%1.04%Q2 2013Q4 20147
OTA Financial Group L.P. 520.16%0.73%3.05%Q3 2013Q1 20187
Joseph P. Lucia & Associates, LLC 410.01%0.01%0.01%Q2 2020Q2 20227
Oldfather Financial Services, LLC 610.12%0.16%0.23%Q4 2019Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.52%0.70%0.91%Q2 2013Q4 20147
COLUMBIA ADVISORY PARTNERS LLC 430.27%0.70%3.18%Q4 2021Q3 20237
Resurgent Financial Advisors LLC 770.09%0.12%0.16%Q1 2022Q3 20237
Private Vista, LLC 520.06%0.13%0.47%Q1 2018Q2 20207
Geller Advisors LLC 410.04%1.84%6.61%Q3 2014Q3 20237
Field & Main Bank 770.01%0.01%0.02%Q4 2013Q2 20157
JOHN G ULLMAN & ASSOCIATES INC 610.04%0.17%0.37%Q1 2021Q3 20237
Heritage Financial Services, LLC 430.01%0.15%0.35%Q4 2021Q3 20237
BARING ASSET MANAGEMENT Ltd 770.05%0.09%0.15%Q1 2016Q3 20177
Redhawk Wealth Advisors, Inc. 520.05%0.06%0.10%Q3 2020Q3 20237
Li Winifred I 770.72%0.80%0.90%Q2 2013Q4 20147
Three Bridge Wealth Advisors, LLC 771.90%2.36%2.78%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.15%0.18%0.24%Q1 2022Q3 20237
Trexquant Investment LP 210.01%0.05%0.17%Q3 2019Q3 20237
FIRST CITIZENS BANCORPORATION INC 770.96%1.09%1.31%Q2 2013Q4 20147
Weaver Consulting Group 770.01%0.02%0.02%Q1 2019Q3 20207
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 430.17%0.34%0.77%Q2 2013Q1 20237
Apexium Financial, LP 610.03%0.10%0.31%Q4 2019Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.17%0.32%Q1 2021Q4 20227
Copperwynd Financial, LLC 611.34%2.18%3.96%Q4 2017Q1 20217
First Western Trust Bank 770.02%0.06%0.10%Q1 2022Q3 20237
Chemistry Wealth Management LLC 770.49%0.72%0.93%Q1 2022Q3 20237
Vise Technologies, Inc. 771.93%2.38%2.85%Q1 2022Q3 20237
MCDONALD PARTNERS LLC 770.07%0.08%0.10%Q4 2020Q2 20227
PRIVATE CAPITAL MANAGEMENT INC 770.23%0.44%0.60%Q4 2015Q2 20177
Leeward Financial Partners, LLC 771.35%2.65%3.33%Q4 2021Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.03%0.04%Q4 2021Q2 20237
Landmark Bank 771.20%3.05%3.64%Q2 2018Q4 20197
WILLIAM HARRIS INVESTORS INC 770.18%0.43%0.61%Q2 2013Q4 20147
Placemark Investments, Inc. 770.19%0.24%0.31%Q2 2013Q4 20147
True Link Financial Advisors, LLC 610.02%0.05%0.10%Q4 2020Q3 20227
Psagot Value Holdings Ltd. / (Israel) 520.01%0.36%1.01%Q4 2021Q3 20237
Strategies Wealth Advisors, LLC 430.90%1.19%1.50%Q4 2021Q3 20237
tru Independence LLC 770.01%0.22%0.68%Q4 2019Q2 20217
GHP Investment Advisors, Inc. 770.00%0.01%0.03%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.28%0.42%0.66%Q1 2022Q3 20237
First Ascent Asset Management, LLC 770.16%0.19%0.33%Q1 2022Q3 20237
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 770.32%2.87%4.40%Q1 2015Q3 20167
Total Wealth Planning, LLC 770.13%0.20%0.28%Q1 2022Q3 20237
AVAII WEALTH MANAGEMENT, LLC 770.24%0.35%0.45%Q1 2022Q3 20237
SVA Wealth Management, LLC 770.04%0.14%0.26%Q4 2013Q2 20157
Calamos Wealth Management LLC 610.04%0.04%0.06%Q1 2017Q4 20197
Edge Advisors, LLC 770.12%0.29%0.44%Q4 2016Q2 20187
MANCHESTER FINANCIAL INC 610.00%0.01%0.01%Q2 2019Q1 20217
SOFI WEALTH, LLC 776.34%6.51%6.83%Q1 2022Q3 20237
Colonial River Wealth Management, LLC 660.14%0.15%0.17%Q2 2022Q3 20236
Edgestream Partners, L.P. 210.02%0.17%0.52%Q2 2014Q3 20236
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 660.15%0.24%0.28%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.01%0.04%0.08%Q4 2020Q1 20226
Blue Chip Partners, LLC 510.01%0.78%0.99%Q4 2018Q2 20226
QUALCOMM INC/DE 667.22%9.99%13.54%Q2 2013Q3 20146
Cypress Wealth Advisors LLC 510.10%0.12%0.16%Q2 2015Q1 20176
Verition Fund Management LLC 310.01%0.06%0.18%Q2 2013Q2 20206
Flower City Capital 660.27%1.54%3.25%Q4 2021Q1 20236
Investure, LLC 665.17%15.83%28.96%Q2 2013Q3 20146
My Legacy Advisors, LLC 660.09%0.73%2.76%Q1 2022Q2 20236
IBEX WEALTH ADVISORS 210.00%0.24%0.41%Q4 2016Q2 20196
Echo Wealth Management, LLC 660.27%0.40%0.48%Q4 2020Q1 20226
Greenspring Advisors, LLC 660.20%0.30%0.39%Q4 2021Q1 20236
3D ASSET MANAGEMENT, INC 660.06%0.07%0.09%Q2 2013Q3 20146
Arkos Global Advisors 660.62%0.78%0.83%Q4 2018Q1 20206
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.02%0.03%0.04%Q2 2013Q3 20146
InTrack Investment Management Inc 660.42%0.74%0.89%Q3 2022Q4 20236
Transform Wealth, LLC 420.04%0.08%0.12%Q2 2019Q1 20216
Biltmore Capital Advisors LLC 510.05%0.79%4.47%Q4 2018Q4 20216
CREDIT AGRICOLE S A 660.00%0.02%0.04%Q2 2013Q3 20146
Catamount Wealth Management 420.00%0.01%0.01%Q1 2015Q3 20186
DIVIDEND ASSETS CAPITAL, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Edmond de Rothschild (Europe) 660.15%0.22%0.26%Q2 2015Q3 20166
L.M. KOHN & COMPANY 420.10%0.13%0.17%Q1 2022Q3 20236
TRUST CO OF OKLAHOMA 660.10%0.13%0.16%Q3 2020Q4 20216
HORIZON BANCORP INC /IN/ 420.01%0.02%0.04%Q4 2019Q3 20236
KMS FINANCIAL SERVICES, INC 660.33%0.55%0.80%Q2 2013Q3 20146
Boltwood Capital Management 410.16%0.32%0.41%Q4 2018Q4 20236
Meridian Wealth Partners, LLC 660.04%1.11%3.69%Q4 2019Q1 20216
Tranquility Partners, LLC 660.14%0.16%0.21%Q1 2021Q2 20226
Vigilare Wealth Management 510.19%0.25%0.31%Q4 2019Q4 20216
Visionary Asset Management, Inc. 420.01%0.12%0.34%Q2 2014Q2 20186
Lumature Wealth Partners, LLC 510.00%0.02%0.03%Q4 2020Q1 20236
Summit Equities Inc 660.11%0.19%0.24%Q2 2017Q3 20186
Stone Asset Management Inc. 663.61%4.41%5.29%Q4 2021Q1 20236
Matisse Capital 330.07%0.14%0.20%Q2 2021Q3 20236
RUSSELL FRANK CO/ 330.00%0.05%0.24%Q2 2013Q3 20156
DEARBORN PARTNERS LLC 420.01%0.02%0.05%Q2 2016Q4 20196
Coombe, Bender & Co LLC 663.35%3.71%4.03%Q2 2022Q3 20236
Hikari Tsushin, Inc. 660.06%0.10%0.12%Q3 2018Q4 20196
Stifel Trust Company, N.A. 660.22%0.23%0.26%Q2 2013Q3 20146
Capital Planning LLC 660.11%0.12%0.14%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
Legacy Financial Advisors, Inc. 510.00%0.11%0.43%Q4 2017Q3 20226
Biechele Royce Advisors 420.08%0.09%0.10%Q4 2021Q2 20236
Semper Trust Co. 330.11%0.14%0.19%Q4 2013Q2 20156
DROMS STRAUSS ADVISORS INC /MO/ /ADV 660.10%0.13%0.15%Q2 2021Q3 20226
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 660.13%0.21%0.28%Q4 2019Q1 20216
Coston, McIsaac & Partners 660.03%0.04%0.05%Q2 2022Q3 20236
Blueprint Investment Partners LLC 660.41%0.49%0.58%Q4 2021Q1 20236
Aevitas Wealth Management, Inc. 660.02%0.02%0.02%Q4 2017Q1 20196
CYPRESS FINANCIAL PLANNING LLC 663.44%3.66%3.82%Q2 2022Q3 20236
PartnerRe Asset Management CORP 6610.14%18.41%32.11%Q4 2014Q1 20166
McAdams Wright Ragen, Inc. 660.25%0.30%0.34%Q2 2013Q3 20146
West Oak Capital, LLC 510.01%0.03%0.04%Q3 2016Q3 20186
Quadrant Capital Management, LLC 661.02%1.18%1.34%Q2 2017Q3 20186
Hernani LP 668.88%9.93%11.58%Q4 2021Q1 20236
CORBETT ROAD CAPITAL MANAGEMENT, LLC 510.42%0.77%1.01%Q4 2019Q2 20216
COMMUNITY BANK SYSTEM, INC. 660.12%0.15%0.18%Q2 2013Q3 20146
Lionsbridge Wealth Management LLC 510.02%1.20%1.70%Q4 2019Q1 20226
WEBSTERROGERS FINANCIAL ADVISORS, LLC 660.38%1.20%1.64%Q4 2020Q1 20226
Cardan Capital Partners, LLC 660.24%0.26%0.30%Q1 2017Q2 20186
NorthCrest Asset Manangement, LLC 310.01%0.03%0.04%Q4 2021Q3 20236
Seaside Wealth Management, Inc. 660.55%4.06%6.03%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 661.79%2.10%2.56%Q2 2022Q3 20236
Community Financial Services Group, LLC 420.02%0.03%0.04%Q2 2013Q4 20146
Watershed Asset Management, L.L.C. 423.03%3.21%3.38%Q4 2021Q3 20236
Red Cedar Capital, LLC 660.00%0.05%0.06%Q3 2021Q4 20226
GeoWealth Management, LLC 410.01%0.36%1.35%Q3 2019Q3 20236
DARRELL & KING LLC 420.41%1.50%4.46%Q1 2018Q3 20196
Bluefin Trading, LLC 210.06%1.83%9.04%Q2 2013Q4 20176
Asset Management Advisors, LLC 663.16%4.14%5.15%Q3 2020Q4 20216
Integer Wealth Advisors Group LLC 660.16%0.28%0.33%Q4 2019Q1 20216
Fortis Capital Management LLC 660.09%0.28%0.63%Q2 2022Q3 20236
Antonetti Capital Management LLC 660.01%0.83%1.20%Q2 2013Q3 20146
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 661.77%3.06%4.33%Q2 2016Q3 20176
360 Financial, Inc. 510.10%0.16%0.38%Q4 2019Q4 20216
ADVOCATE GROUP LLC 660.90%1.12%1.41%Q2 2022Q3 20236
Tatro Capital, LLC 660.29%3.41%4.30%Q4 2020Q1 20226
Blue Trust, Inc. 660.10%0.15%0.23%Q2 2022Q3 20236
Strategic Financial Services, Inc, 660.02%0.03%0.04%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
1919 Investment Counsel, LLC 660.12%0.14%0.20%Q2 2013Q3 20146
Braun-Bostich & Associates Inc. 660.74%1.71%2.25%Q1 2022Q2 20236
Quad-Cities Investment Group, LLC 660.01%0.07%0.16%Q2 2018Q3 20196
APPLETON GROUP, LLC 217.68%9.38%10.27%Q3 2013Q1 20166
Householder Group Estate & Retirement Specialist, LLC 410.08%0.11%0.12%Q4 2021Q3 20236
Investmark Advisory Group LLC 330.14%0.18%0.23%Q4 2021Q3 20236
CANTOR FITZGERALD, L. P. 660.22%0.37%0.54%Q2 2022Q3 20236
Caerus Investment Advisors, LLC 660.29%0.34%0.43%Q4 2021Q1 20236
Brio Consultants, LLC 660.29%0.39%0.47%Q4 2018Q1 20206
Jump Financial, LLC 210.01%0.04%0.07%Q4 2020Q3 20236
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 660.06%0.11%0.16%Q2 2013Q3 20146
Wealth & Pension Services Group, Inc. 661.08%1.80%3.21%Q2 2018Q3 20196
DRW Securities, LLC 310.03%0.56%0.88%Q4 2018Q3 20236
Triangle Securities Wealth Management 510.00%0.13%0.16%Q2 2013Q4 20196
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.17%1.01%2.36%Q1 2017Q3 20206
Shepherd Financial Partners LLC 660.16%0.70%3.02%Q2 2022Q3 20236
Lansing Street Advisors 660.07%0.13%0.18%Q1 2022Q2 20236
Beacon Capital Management, Inc. 210.00%0.00%0.00%Q4 2015Q1 20236
Glen Harbor Capital Management LLC 660.32%0.34%0.36%Q2 2018Q3 20196
SADOFF INVESTMENT MANAGEMENT LLC 660.02%0.03%0.03%Q4 2019Q1 20216
McGuire Investment Group, LLC 661.24%1.29%1.34%Q3 2018Q4 20196
Industrial Alliance Investment Management Inc. 660.02%0.02%0.02%Q4 2021Q1 20236
Quantum Financial Advisors, LLC 660.17%0.20%0.24%Q2 2022Q3 20236
Joule Financial, LLC 662.91%3.32%4.22%Q2 2022Q3 20236
Meadow Creek Investment Management LLC 660.48%0.51%0.54%Q2 2018Q3 20196
IBM Retirement Fund 660.96%1.11%1.23%Q3 2014Q4 20156
Polianta Ltd 423.67%4.30%4.81%Q1 2022Q3 20236
Investments & Financial Planning, LLC 330.18%0.25%0.30%Q4 2021Q2 20236
MATRIX ASSET ADVISORS INC/NY 420.03%0.12%0.18%Q1 2022Q3 20236
Kernodle & Katon Asset Management Group, LLC 660.04%0.08%0.11%Q4 2015Q1 20176
Elkfork Partners LLC 660.48%0.51%0.54%Q2 2018Q3 20196
Carson Advisory Inc. 660.23%0.30%0.38%Q4 2021Q1 20236
Obsidian Personal Planning Solutions LLC 660.67%1.18%1.50%Q2 2022Q3 20236
CANADA PENSION PLAN INVESTMENT BOARD 310.00%0.04%0.07%Q4 2019Q3 20236
Harvest Fund Management Co., Ltd 510.02%0.06%0.10%Q2 2018Q4 20196
Cynosure Group, LLC 510.14%4.64%6.41%Q4 2018Q3 20236
MAGNOLIA CAPITAL ADVISORS LLC 510.45%1.24%2.27%Q4 2019Q2 20216
Marietta Wealth Management, LLC 510.05%0.07%0.09%Q4 2020Q2 20226
CORTLAND ASSOCIATES INC/MO 330.02%0.12%0.24%Q3 2016Q4 20216
Neuburgh Advisers LLC 660.36%0.39%0.42%Q2 2018Q3 20196
Arlington Capital Management, Inc. 310.39%1.00%1.72%Q3 2020Q3 20236
B & T Capital Management DBA Alpha Capital Management 660.13%0.36%0.56%Q4 2016Q1 20186
KRAFT ASSET MANAGEMENT, LLC 660.52%0.73%0.79%Q2 2022Q3 20236
TIVERTON ASSET MANAGEMENT LLC 663.02%4.03%4.95%Q2 2018Q3 20196
Personal Wealth Partners 310.04%0.08%0.15%Q2 2019Q1 20226
Landmark Wealth Management, LLC 310.97%1.10%1.41%Q4 2021Q3 20236
Claraphi Advisory Network, LLC 510.01%0.13%0.29%Q1 2019Q3 20206
Stewardship Advisors, LLC 660.12%0.96%1.70%Q1 2020Q2 20216
Fortitude Advisory Group L.L.C. 330.13%0.16%0.20%Q4 2021Q3 20236
BROOKS, MOORE & ASSOCIATES, INC. 660.14%0.18%0.21%Q4 2020Q1 20226
Olympiad Research LP 550.21%0.74%2.02%Q1 2021Q1 20225
DeDora Capital, Inc. 310.03%0.99%1.77%Q4 2017Q1 20225
PARK NATIONAL CORP /OH/ 550.02%0.04%0.07%Q4 2022Q4 20235
Alpha Cubed Investments, LLC 210.02%0.08%0.31%Q3 2017Q4 20195
QCM Cayman, Ltd. 210.10%1.97%7.23%Q4 2014Q3 20215
Quantum Capital Management, LLC / NJ 410.01%0.01%0.01%Q3 2017Q3 20195
HNP Capital LLC 410.23%0.56%0.90%Q4 2018Q1 20205
MU Investments Co., Ltd. 550.02%0.05%0.07%Q2 2014Q2 20155
Grantham, Mayo, Van Otterloo & Co. LLC 410.02%0.15%0.24%Q2 2013Q3 20175
Keudell/Morrison Wealth Management 550.12%0.13%0.15%Q3 2022Q3 20235
MD Financial Management Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
XPONANCE, INC. 550.08%3.26%8.98%Q4 2019Q4 20205
Karp Capital Management Corp 550.09%0.32%1.18%Q2 2021Q2 20225
Dakota Community Bank & Trust NA 550.08%0.13%0.21%Q3 2022Q3 20235
Sequent Asset Management, LLC 550.15%0.16%0.16%Q2 2014Q2 20155
Seven Bridges Advisors LLC 310.38%3.42%10.57%Q1 2016Q1 20185
FORBES J M & CO LLP 321.32%1.64%2.00%Q1 2018Q3 20225
Capital Group Private Client Services, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.45%1.43%1.74%Q4 2018Q4 20195
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.10%0.21%0.26%Q4 2021Q3 20235
Parkside Advisors LLC 550.20%0.23%0.25%Q4 2018Q4 20195
WILMINGTON TRUST CO 552.54%2.89%3.95%Q2 2013Q2 20145
Quantitative Advantage, LLC 320.37%1.67%2.61%Q2 2014Q1 20185
LYELL WEALTH MANAGEMENT, LP 550.03%0.06%0.09%Q4 2020Q4 20215
Legend Financial Advisors, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Sunbelt Securities, Inc. 310.01%0.05%0.13%Q4 2016Q3 20235
RFG HOLDINGS, INC. 321.34%2.66%4.44%Q4 2020Q2 20235
Donald L. Hagan, LLC 551.21%2.16%3.40%Q3 2016Q3 20175
BERRY GROUP, LLC 552.37%2.62%2.98%Q4 2019Q4 20205
BTR CAPITAL MANAGEMENT INC 410.06%0.21%0.34%Q2 2013Q4 20155
Vectors Research Management, LLC 550.20%0.45%0.69%Q3 2018Q3 20195
Long Wharf Investors, Inc. 551.21%2.30%3.29%Q2 2013Q2 20145
VisionPoint Advisory Group, LLC 320.00%0.75%1.63%Q4 2020Q3 20235
HighVista Strategies LLC 410.77%5.50%10.16%Q2 2013Q1 20185
RESOLUTE FINANCIAL, LLC 550.48%0.64%0.79%Q4 2021Q4 20225
KELLOGG W K FOUNDATION TRUST 550.26%0.28%0.30%Q2 2013Q2 20145
Crescent Capital Consulting, LLC 550.04%0.15%0.21%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.22%0.33%0.45%Q1 2015Q1 20165
BARRETT & COMPANY, INC. 550.43%0.45%0.47%Q3 2022Q3 20235
Permanens Capital L.P. 550.00%0.00%0.00%Q2 2020Q2 20215
Frontier Asset Management, LLC 556.90%13.21%15.11%Q3 2022Q3 20235
Winthrop Partners - WNY, LLC 410.12%0.46%0.68%Q1 2018Q3 20195
Gryphon Financial Partners LLC 310.03%0.09%0.28%Q4 2017Q1 20215
ROMANO BROTHERS AND COMPANY 550.08%0.18%0.56%Q3 2022Q3 20235
MGO Private Wealth, LLC 551.83%2.97%3.75%Q3 2022Q3 20235
Orcam Financial Group 550.38%0.41%0.43%Q4 2021Q4 20225
Winthrop Advisory Group LLC 410.05%0.60%0.76%Q4 2021Q3 20235
Elk River Wealth Management, LLC 550.10%0.14%0.18%Q4 2020Q4 20215
Portfolio Strategies Inc 550.18%0.20%0.24%Q4 2016Q4 20175
LILLEY & CO 554.10%4.61%5.26%Q2 2013Q2 20145
Advisors Preferred, LLC 310.01%0.03%0.10%Q2 2014Q3 20175
Capital Advantage, Inc. 320.07%0.12%0.16%Q4 2020Q2 20225
BB&T INVESTMENT SERVICES, INC. 551.53%1.81%2.08%Q4 2016Q4 20175
Cypress Capital Management LLC (WY) 550.00%0.01%0.02%Q4 2020Q4 20215
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV 5519.41%23.63%30.35%Q3 2014Q3 20155
Financial Avengers, Inc. 410.01%0.02%0.02%Q4 2020Q3 20235
G2 CAPITAL MANAGEMENT, LLC / OH 550.33%0.40%0.45%Q4 2021Q4 20225
St. Johns Investment Management Company, LLC 410.00%0.00%0.01%Q3 2016Q1 20225
Barden Capital Management, Inc. 210.22%0.24%0.27%Q4 2021Q3 20235
FIRST HORIZON CORP 410.06%0.13%0.35%Q2 2013Q2 20215
Zullo Investment Group, Inc. 550.12%0.15%0.19%Q4 2021Q4 20225
Spring Creek Investment Management, LLC 550.73%1.55%3.26%Q3 2020Q3 20215
General Partner, Inc. 550.30%0.39%0.45%Q4 2022Q4 20235
Blenheim Capital Management, L.L.C. 550.15%0.58%1.00%Q3 2013Q3 20145
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.06%0.09%0.14%Q4 2019Q3 20235
TITLEIST CAPITAL, LLC 550.14%0.18%0.22%Q4 2021Q4 20225
Avalon Investment & Advisory 550.03%0.03%0.04%Q4 2016Q4 20175
ROFFMAN MILLER ASSOCIATES INC /PA/ 310.01%0.02%0.03%Q4 2018Q2 20235
BANK HAPOALIM BM 550.08%0.11%0.15%Q1 2019Q1 20205
Clarus Wealth Advisors 550.01%0.03%0.07%Q2 2018Q2 20195
Tradewinds, LLC. 320.17%0.23%0.30%Q2 2022Q3 20235
Unison Advisors LLC 550.05%0.12%0.22%Q2 2021Q2 20225
New Millennium Group LLC 550.00%0.01%0.01%Q2 2022Q2 20235
Resource Management, LLC 320.04%0.04%0.05%Q4 2017Q3 20195
WealthSpring Partners, LLC 553.68%3.89%4.04%Q3 2022Q3 20235
Anfield Capital Management, LLC 550.00%0.37%0.55%Q4 2019Q4 20205
Darwin Wealth Management, LLC 410.02%0.14%0.21%Q3 2017Q1 20205
MCDANIEL TERRY & CO 550.03%0.03%0.05%Q4 2020Q4 20215
McCarthy Grittinger Financial Group, LLC 550.01%0.02%0.02%Q3 2021Q3 20225
Curi Wealth Management, LLC 310.00%0.03%0.13%Q4 2020Q4 20225
CAPITAL MANAGEMENT CORP /VA 210.07%0.09%0.13%Q2 2014Q1 20175
MERITAGE PORTFOLIO MANAGEMENT 320.01%0.02%0.03%Q4 2020Q1 20225
Canvas Wealth Advisors, LLC 550.10%0.17%0.31%Q1 2021Q1 20225
VIEWPOINT INVESTMENT PARTNERS CORP 551.97%6.06%13.26%Q1 2020Q1 20215
SeaBridge Investment Advisors LLC 410.00%0.03%0.13%Q2 2013Q3 20215
PEDDOCK CAPITAL ADVISORS, LLC 410.00%0.00%0.00%Q2 2018Q4 20195
MARSHALL WACE, LLP 310.00%0.02%0.04%Q3 2019Q1 20225
Global Wealth Strategies & Associates 550.00%0.02%0.05%Q4 2022Q4 20235
Paragon Advisors, LLC 550.30%1.06%2.28%Q3 2022Q3 20235
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.43%0.47%0.51%Q2 2020Q2 20215
Sage Capital Advisors,llc 550.16%0.18%0.20%Q3 2022Q3 20235
SUSQUEHANNA TRUST & INVESTMENT CO 550.84%1.36%1.78%Q2 2014Q2 20155
WealthBridge Investment Counsel Inc. 550.21%1.19%1.84%Q3 2022Q3 20235
ROCKY MOUNTAIN ADVISERS, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Strategic Capital Group LLC 550.13%0.32%0.48%Q2 2013Q2 20145
STRATEGY ASSET MANAGERS LLC 550.06%0.10%0.16%Q4 2019Q4 20205
Ritter Daniher Financial Advisory LLC / DE 410.00%0.01%0.03%Q2 2022Q3 20235
Black Swift Group, LLC 210.00%0.01%0.03%Q3 2017Q1 20215
TWO SIGMA ADVISERS, LP 410.00%0.01%0.02%Q2 2013Q3 20145
STARR INTERNATIONAL CO INC 555.43%6.33%7.79%Q1 2019Q1 20205
Pacific Edge Advisors, LLC 550.31%0.36%0.43%Q4 2018Q4 20195
CAPITAL CITY TRUST CO/FL 320.09%0.17%0.22%Q2 2013Q1 20205
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 410.09%0.13%0.17%Q3 2021Q4 20225
First Pacific Financial 410.13%0.28%0.83%Q2 2022Q3 20235
BlackRock Institutional Trust Company, N.A. 320.00%0.00%0.01%Q2 2013Q3 20145
Cadence Bank 550.02%0.03%0.03%Q3 2022Q3 20235
Wilmington Trust, National Association 552.22%2.89%3.94%Q2 2013Q2 20145
FINANCIAL CONSULATE, INC 550.22%0.41%0.52%Q4 2016Q4 20175
DGS Capital Management, LLC 550.14%0.16%0.20%Q1 2022Q1 20235
CFS Investment Advisory Services, LLC 310.16%0.32%0.46%Q1 2022Q3 20235
Hutchens & Kramer Investment Management Group, LLC 550.39%0.52%0.72%Q3 2022Q3 20235
SONATA CAPITAL GROUP INC 320.15%0.22%0.30%Q3 2015Q1 20185
Strategic Asset Management, LLC 550.12%0.16%0.24%Q3 2021Q3 20225
Board of Trustees of The Leland Stanford Junior University 550.32%0.79%1.14%Q1 2014Q1 20155
Colonial Trust Co / SC 550.05%0.06%0.08%Q3 2022Q3 20235
James J. Burns & Company, LLC 550.26%0.46%0.61%Q3 2022Q3 20235
QP WEALTH MANAGEMENT, LLC 320.22%0.57%1.78%Q4 2019Q3 20215
CoreCap Advisors, LLC 550.54%0.85%1.10%Q4 2021Q4 20225
CIDEL ASSET MANAGEMENT INC 410.01%0.01%0.01%Q3 2019Q3 20235
Jackson Wealth Management, LLC 310.07%0.24%0.38%Q1 2017Q4 20205
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 320.08%0.10%0.13%Q2 2021Q3 20225
abrdn plc 320.01%0.02%0.05%Q3 2021Q2 20235
Crestmont Private Wealth LLC 557.14%7.40%7.68%Q3 2022Q3 20235
Florence Capital Advisors, LLC 550.00%0.01%0.01%Q4 2016Q4 20175
NorthLanding Financial Partners, LLC 550.64%0.72%0.83%Q3 2022Q3 20235
Elite Wealth Management, Inc. 550.01%0.02%0.04%Q3 2013Q3 20145
Source Financial Advisors LLC 550.06%0.07%0.09%Q4 2020Q4 20215
Ensign Peak Advisors, Inc 550.34%0.42%0.46%Q4 2019Q4 20205
Fusion Investment Group, LLC 410.00%0.05%0.11%Q4 2013Q2 20155
TLWM 552.83%3.04%3.46%Q1 2018Q1 20195
Welch Investments, LLC 550.14%0.16%0.17%Q4 2016Q4 20175
MV CAPITAL MANAGEMENT, INC. 310.00%0.00%0.01%Q4 2016Q2 20225
MACRO Consulting Group 550.39%0.42%0.44%Q2 2020Q2 20215
MUNDER CAPITAL MANAGEMENT 550.00%0.00%0.00%Q2 2013Q2 20145
CAMG Solamere Management, LLC 550.15%0.53%0.64%Q3 2017Q3 20185
ARGENT TRUST COMPANY, N.A. 440.11%0.12%0.13%Q2 2014Q1 20154
Richard Bernstein Advisors LLC 440.03%0.17%0.36%Q1 2015Q4 20154
Paragon Capital Management Ltd 440.03%0.09%0.14%Q1 2021Q4 20214
Kazazian Asset Management, LLC 440.48%0.51%0.56%Q4 2018Q3 20194
Legacy Wealth Management, Inc 310.00%7.95%11.64%Q2 2013Q4 20164
Smith, Salley & Associates 310.02%0.03%0.04%Q4 2021Q3 20234
Simon Charitable Public LLC 4426.60%29.03%33.98%Q4 2013Q3 20144
Premise Capital, LLC 210.09%0.38%0.78%Q4 2015Q4 20194
UNITED BANK, INC. 210.08%0.10%0.12%Q2 2013Q4 20154
Select Asset Management & Trust 440.18%1.86%4.18%Q1 2021Q4 20214
K2 PRINCIPAL FUND, L.P. 210.06%0.13%0.20%Q1 2016Q4 20164
Graticule Asia Macro Advisors LLC 310.00%0.03%0.04%Q1 2016Q1 20174
LANDAAS & CO /WI /ADV 440.15%0.16%0.21%Q3 2017Q2 20184
GTS SECURITIES LLC 220.00%0.01%0.04%Q2 2023Q3 20234
EisnerAmper Wealth Management Corporate Benefits, LLC 210.15%0.21%0.32%Q4 2017Q4 20204
NIXON PEABODY TRUST CO 210.24%0.76%1.50%Q4 2015Q3 20234
PALLADIEM, LLC 441.98%2.11%2.19%Q4 2014Q3 20154
Teamwork Financial Advisors, LLC 220.04%0.24%0.64%Q4 2019Q2 20214
Capital Planning Advisors, LLC 310.16%0.35%0.81%Q4 2014Q4 20154
Towercrest Capital Management 310.04%0.05%0.05%Q4 2020Q4 20214
NORTHWEST INVESTMENT COUNSELORS, LLC 310.00%0.01%0.01%Q3 2022Q3 20234
Dana Investment Advisors, Inc. 310.01%0.04%0.05%Q4 2019Q2 20214
FundX Investment Group, LLC 211.28%4.16%9.78%Q3 2014Q1 20194
Lebenthal Asset Management, LLC 440.03%0.03%0.04%Q2 2016Q1 20174
Vontobel Swiss Wealth Advisors AG 210.09%0.54%1.04%Q4 2014Q3 20194
Empire Life Investments Inc. 440.05%0.12%0.18%Q1 2021Q4 20214
Lavaca Capital LLC 440.10%0.11%0.13%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2015Q2 20164
Hamilton Capital, LLC 440.02%0.05%0.08%Q4 2021Q3 20224
Wilmington Trust Investment Management, LLC 310.39%0.52%0.85%Q2 2013Q2 20144
Prostatis Group LLC 210.06%0.83%2.08%Q3 2020Q2 20234
Cleary Gull Holdings Inc. 440.09%0.21%0.44%Q2 2015Q1 20164
Jackson, Grant Investment Advisers, Inc. 440.02%0.02%0.03%Q2 2017Q1 20184
Wind River Trust Co 4414.83%24.20%31.63%Q4 2012Q3 20134
Cornerstone Financial Partners, LLC 310.15%0.25%0.50%Q3 2016Q4 20174
3EDGE Asset Management, LP 441.61%3.93%6.20%Q1 2017Q4 20174
Bath Savings Trust Co 440.03%0.03%0.03%Q4 2020Q3 20214
Crow Point Partners, LLC 310.04%0.08%0.15%Q1 2017Q1 20184
Edmonds Duncan Registered Investment Advisors, LLC 441.05%1.12%1.18%Q4 2015Q3 20164
Silicon Valley Capital Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Kopp Family Office, LLC 449.06%9.45%10.36%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.14%0.17%0.24%Q4 2022Q3 20234
International City Management Association Retirement Corp 440.00%75.00%100.00%Q4 2016Q3 20174
ARTHUR M. COHEN & ASSOCIATES, LLC 220.06%0.08%0.12%Q4 2017Q1 20204
Vantage Financial Partners Ltd., Inc. 440.18%0.71%2.27%Q4 2022Q3 20234
Robinson Value Management, Ltd. 310.26%0.30%0.33%Q4 2019Q2 20214
F&C Asset Management plc 440.70%1.20%2.16%Q2 2013Q1 20144
Gainplan LLC 440.90%1.49%2.55%Q4 2022Q3 20234
Independence Trust CO 310.17%0.23%0.36%Q4 2014Q4 20154
Ridgewood Investments LLC 210.02%0.09%0.17%Q4 2019Q2 20234
Avestar Capital, LLC 310.02%0.14%0.23%Q2 2018Q1 20224
Yorktown Management & Research Co Inc 440.04%0.04%0.05%Q3 2014Q2 20154
Vestpro Financial Partners, Inc. dba CPF Texas 440.00%0.03%0.10%Q4 2017Q3 20184
Madison Asset Management, LLC 220.01%0.09%0.22%Q4 2019Q3 20224
Salient Private Client, LLC 440.32%0.56%1.14%Q4 2017Q3 20184
MCIA Inc 220.05%4.24%8.66%Q2 2017Q3 20234
SELZ CAPITAL LLC 440.13%0.17%0.22%Q1 2018Q4 20184
Dynasty Wealth Management, LLC 440.38%1.13%1.80%Q4 2017Q3 20184
FIDUCIARY COUNSELLING INC 441.43%2.88%4.35%Q4 2014Q3 20154
Foresight Wealth Management, LLC 440.26%0.54%0.90%Q4 2018Q3 20194
Dragon Financial & Investment Group, LLC 441.75%4.10%6.82%Q4 2017Q3 20184
SOMERVILLE KURT F 440.24%0.27%0.28%Q4 2014Q3 20154
Waterloo Capital, L.P. 310.33%0.73%1.21%Q1 2020Q3 20234
Wealth Alliance Advisory Group, LLC 440.58%1.85%3.04%Q4 2017Q3 20184
ExodusPoint Capital Management, LP 440.01%0.07%0.14%Q2 2020Q1 20214
Vestmark Advisory Solutions, Inc. 310.02%0.04%0.06%Q1 2019Q2 20214
Windsor Advisory Group, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
MONTPELIER RE HOLDINGS LTD 4417.46%21.90%28.56%Q2 2014Q1 20154
CYNOSURE ADVISORS, LLC 442.55%3.10%4.18%Q4 2017Q3 20184
WASHINGTON CAPITAL MANAGEMENT, INC 440.14%0.15%0.17%Q1 2015Q4 20154
JGP Wealth Management, LLC 310.04%0.04%0.05%Q4 2020Q4 20214
LITTLE HOUSE CAPITAL LLC 440.17%0.21%0.26%Q4 2018Q3 20194
Integris Wealth Management, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
SUMITOMO MITSUI FINANCIAL GROUP, INC. 440.58%1.40%2.12%Q4 2020Q3 20214
CornerStone Partners LLC 4418.78%21.43%24.19%Q4 2019Q3 20204
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Delta Investment Management, LLC 440.17%0.25%0.31%Q3 2020Q2 20214
ROTHSCHILD INVESTMENT LLC /IL 210.02%0.04%0.07%Q3 2014Q2 20214
BRANDES INVESTMENT PARTNERS, LP 220.01%0.03%0.10%Q3 2021Q3 20224
CAZ INVESTMENTS LP 310.44%0.65%1.02%Q4 2014Q1 20204
Global Beta Advisors LLC 446.54%8.16%9.47%Q4 2018Q3 20194
NEWGATE CAPITAL MANAGEMENT LLC 110.08%0.43%1.18%Q2 2013Q4 20154
Wolff Financial Management LLC 310.09%0.09%0.10%Q1 2021Q2 20224
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 440.04%0.06%0.10%Q1 2021Q4 20214
Core Wealth Advisors, Inc. 310.00%0.00%0.00%Q3 2020Q4 20224
Y-Intercept (Hong Kong) Ltd 310.05%0.14%0.29%Q1 2021Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.07%0.16%0.19%Q4 2022Q3 20234
Leelyn Smith, LLC 220.00%0.02%0.07%Q4 2019Q4 20224
WT Wealth Management 220.12%0.21%0.32%Q3 2019Q1 20234
OneAscent Financial Services LLC 210.10%0.14%0.18%Q2 2019Q3 20234
HARTLINE INVESTMENT CORP/ 310.08%0.16%0.24%Q2 2013Q3 20224
Meeder Advisory Services, Inc. 441.01%1.04%1.08%Q4 2022Q3 20234
Fiduciary Planning LLC 441.30%1.33%1.35%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 310.12%0.14%0.19%Q4 2020Q2 20224
Great Diamond Partners, LLC 441.85%2.28%2.54%Q4 2019Q3 20204
Perennial Investment Advisors, LLC 440.04%0.06%0.10%Q4 2022Q3 20234
Texas Capital Bank Wealth Management Services Inc 440.03%0.07%0.11%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.21%0.28%0.35%Q4 2022Q3 20234
Westshore Wealth, LLC 310.13%0.15%0.17%Q1 2021Q1 20224
AWM CAPITAL, LLC 440.13%0.22%0.27%Q3 2021Q2 20224
Trinity Financial Advisors LLC 310.15%3.35%6.52%Q4 2020Q1 20224
REBALANCE, LLC 442.68%2.76%2.83%Q4 2022Q3 20234
Wellspring Financial Advisors, LLC 310.16%0.17%0.18%Q1 2020Q1 20214
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2020Q3 20214
JACKSON SQUARE CAPITAL, LLC 440.00%0.08%0.30%Q4 2019Q3 20204
MY Wealth Management Inc. 442.01%2.53%3.28%Q4 2021Q3 20224
WOLFF WIESE MAGANA LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Phoenix Wealth Advisors 440.12%0.13%0.14%Q4 2020Q3 20214
Greenfield FTC, Inc. 442.53%2.83%3.29%Q4 2020Q3 20214
Bond & Devick Financial Network, Inc. 440.15%0.16%0.17%Q4 2022Q3 20234
Golden State Equity Partners 440.10%0.11%0.11%Q2 2021Q1 20224
Humankind Investments LLC 440.58%0.83%1.30%Q4 2020Q3 20214
Lebenthal Global Advisors, LLC 440.09%0.79%1.07%Q4 2020Q3 20214
ADE, LLC 440.26%0.26%0.27%Q4 2022Q3 20234
Kowal Investment Group, LLC 310.05%0.07%0.08%Q3 2021Q3 20234
Coppell Advisory Solutions LLC 210.05%0.14%0.41%Q4 2020Q3 20234
WCG Wealth Advisors LLC 210.00%0.03%0.06%Q2 2022Q3 20234
Better Money Decisions, LLC 310.05%0.09%0.11%Q1 2021Q2 20224
Hennion & Walsh Asset Management, Inc. 210.02%0.04%0.07%Q4 2021Q3 20234
Cardinal Point Wealth Management LLC 440.18%0.19%0.20%Q4 2020Q3 20214
Accurate Wealth Management, LLC 440.09%0.11%0.13%Q4 2022Q3 20234
AFS Financial Group, LLC 440.89%0.93%0.96%Q4 2022Q3 20234
Systelligence, LLC 440.47%0.71%1.35%Q3 2022Q2 20234
Innova Wealth Partners 310.62%0.92%1.79%Q4 2020Q2 20234
WIN ADVISORS, INC 440.00%0.00%0.00%Q1 2022Q4 20224
St. James Investment Advisors, LLC 310.20%0.37%0.55%Q4 2021Q4 20224
Mill Capital Management, LLC 310.02%0.03%0.04%Q4 2021Q4 20224
ML & R WEALTH MANAGEMENT LLC 440.09%0.10%0.10%Q2 2022Q1 20234
MILESTONE WEALTH, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Steward Financial Group LLC 310.01%0.01%0.02%Q4 2021Q2 20234
Eagle Bluffs Wealth Management LLC 444.71%5.38%5.89%Q4 2021Q3 20224
NCM Capital Management, LLC 440.31%0.32%0.34%Q1 2022Q4 20224
Financial Connections Group, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
JMAC ENTERPRISES LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Eagle Strategies LLC 440.10%0.11%0.12%Q4 2021Q3 20224
Sandy Cove Advisors, LLC 220.16%0.30%0.48%Q4 2021Q3 20234
BCR Wealth Strategies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
CONSILIO WEALTH ADVISORS, LLC 444.85%4.91%5.07%Q4 2022Q3 20234
Gould Capital, LLC 440.21%1.86%2.44%Q4 2022Q3 20234
Lloyd Park, LLC 440.17%0.26%0.32%Q4 2021Q3 20224
Unconventional Investor, LLC 440.92%1.02%1.16%Q4 2021Q3 20224
Life Planning Partners, Inc 441.43%1.70%1.89%Q4 2021Q3 20224
Byrne Asset Management LLC 310.01%0.20%0.30%Q4 2021Q3 20234
FirstPurpose Wealth LLC 210.10%0.14%0.20%Q4 2021Q1 20234
SIENA CAPITAL LLC 444.74%4.96%5.13%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.03%0.05%0.06%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.08%0.10%0.14%Q4 2022Q3 20234
Wealthsimple Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
Millington Financial Advisors, LLC 440.21%0.22%0.24%Q4 2022Q3 20234
Sage Investment Advisers LLC 440.91%0.97%1.06%Q4 2021Q3 20224
CATALYST FINANCIAL PARTNERS LLC 440.26%0.40%0.75%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 443.04%3.27%3.45%Q4 2022Q3 20234
W ADVISORS, LLC 310.24%0.31%0.45%Q4 2021Q4 20224
WealthPlan Investment Management, LLC 310.00%0.01%0.02%Q1 2022Q1 20234
ESG Planning 440.27%0.47%0.61%Q1 2022Q4 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
Bricktown Capital, LLC 443.18%3.36%3.63%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.36%0.45%0.53%Q4 2022Q3 20234
Callan Family Office, LLC 441.29%1.37%1.53%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 443.68%3.72%3.84%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 447.30%7.39%7.45%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.13%0.15%0.18%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 440.42%0.54%0.61%Q4 2022Q3 20234
Corient Private Wealth LLC 440.30%0.35%0.38%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.21%0.33%0.43%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.80%0.84%0.87%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.12%0.16%0.18%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 310.19%0.79%1.51%Q1 2022Q3 20234
Fee-Only Financial Planning, L.C. 440.26%0.26%0.27%Q4 2022Q3 20234
Ethos Financial Group, LLC 441.15%1.27%1.45%Q4 2022Q3 20234
Meredith Wealth Planning 440.56%0.62%0.64%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.08%0.34%0.84%Q4 2022Q3 20234
Verum Partners LLC 440.66%0.88%1.07%Q4 2022Q3 20234
Sharper & Granite LLC 440.26%0.28%0.30%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.04%0.51%0.70%Q4 2022Q3 20234
JDM Financial Group LLC 442.66%2.78%2.90%Q4 2022Q3 20234
LAM GROUP, INC. 440.60%0.63%0.66%Q4 2022Q3 20234
SP Asset Management LLC 440.25%0.33%0.56%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.67%0.69%0.71%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.08%0.87%1.73%Q4 2022Q3 20234
Register Financial Advisors LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.39%0.44%0.50%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.58%0.63%0.74%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.74%0.78%0.88%Q4 2022Q3 20234
RCS Financial Planning, LLC 440.42%0.53%0.62%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.09%0.31%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.25%0.26%0.26%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.70%2.52%3.17%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.21%0.28%0.44%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 441.56%1.96%2.50%Q4 2022Q3 20234
Auto-Owners Insurance Co 441.72%1.78%1.86%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.49%0.52%0.57%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.20%0.22%0.24%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.12%0.21%0.34%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 441.69%1.72%1.76%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.40%0.44%0.49%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.86%1.00%1.34%Q4 2022Q3 20234
Hassell Wealth Management, LLC 440.48%0.79%0.92%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.27%0.33%0.50%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 440.50%0.56%0.60%Q4 2022Q3 20234
Michelson Medical Research Foundation, Inc. 445.97%6.65%7.50%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.15%0.70%0.94%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.88%1.40%1.68%Q4 2022Q3 20234
Financial Freedom, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Parker Financial LLC 445.41%5.60%5.76%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 441.15%1.23%1.44%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 440.16%0.18%0.20%Q4 2022Q3 20234
LMG Wealth Partners, LLC 440.77%0.83%0.86%Q4 2022Q3 20234
Park Place Capital Corp 440.12%0.14%0.16%Q4 2022Q3 20234
BOS Asset Management, LLC 440.54%0.62%0.68%Q4 2022Q3 20234
CIC Wealth, LLC 440.15%0.15%0.15%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.78%0.81%0.86%Q4 2022Q3 20234
True Wealth Design, LLC 440.17%0.21%0.25%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Financial Alternatives, Inc 440.27%0.28%0.30%Q4 2022Q3 20234
Harvest Investment Advisors, LLC 443.42%3.54%3.61%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 442.73%2.94%3.12%Q4 2022Q3 20234
DDFG, Inc 441.57%1.73%1.85%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.12%0.14%0.16%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.27%0.28%0.32%Q4 2022Q3 20234
Buck Wealth Strategies, LLC 310.70%0.79%0.85%Q3 2022Q3 20234
Pioneer Wealth Management Group 440.25%0.35%0.44%Q4 2022Q3 20234
First County Bank /CT/ 440.16%0.22%0.35%Q4 2022Q3 20234
MYECFO, LLC 442.70%2.83%2.91%Q4 2022Q3 20234
New Republic Capital, LLC 440.42%0.44%0.47%Q4 2022Q3 20234
PRENTISS SMITH & CO INC 310.01%0.02%0.02%Q3 2017Q3 20184
Farther Finance Advisors, LLC 440.08%0.28%0.45%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.39%0.41%0.44%Q4 2022Q3 20234
Sound Stewardship, LLC 441.80%1.83%1.86%Q4 2022Q3 20234
RAYNER & HAYNOR 443.05%3.09%3.14%Q4 2013Q3 20144
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.04%0.04%0.05%Q4 2022Q3 20234
AGRAN LIBBIE 310.12%0.13%0.14%Q2 2013Q1 20154
MOODY NATIONAL BANK TRUST DIVISION 440.03%0.09%0.16%Q4 2022Q3 20234
SIT INVESTMENT ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
PERSONAL FINANCIAL CONSULTANTS INC /ADV 447.00%7.52%8.06%Q3 2018Q2 20194
HighTower Trust Company, N.A. 440.08%0.11%0.13%Q1 2015Q4 20154
GW&K Investment Management, LLC 310.00%0.00%0.00%Q4 2021Q3 20234
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 440.51%0.64%0.74%Q1 2017Q4 20174
ZWJ INVESTMENT COUNSEL INC 220.02%0.02%0.02%Q3 2017Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.33%0.36%0.40%Q4 2020Q3 20214
CHAPIN DAVIS, INC. 440.45%0.49%0.52%Q4 2022Q3 20234
BEACH INVESTMENT COUNSEL INC/PA 440.04%0.04%0.05%Q1 2013Q4 20134
CenturyLink Investment Management Co 440.50%1.18%1.64%Q4 2014Q3 20154
CORDA Investment Management, LLC. 440.11%0.12%0.12%Q1 2021Q4 20214
Advance Capital Management, Inc. 440.03%0.04%0.07%Q4 2021Q3 20224
Holloway Wealth Management, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Kiwi Wealth Investments Limited Partnership 310.06%0.08%0.08%Q3 2017Q1 20194
FutureAdvisor, Inc. 443.77%4.18%4.71%Q4 2014Q3 20154
NVWM, LLC 210.00%0.09%0.27%Q4 2017Q4 20213
CLEAR STREET MARKETS LLC 110.00%0.28%0.81%Q4 2014Q3 20173
Waverton Investment Management Ltd 330.12%0.16%0.25%Q3 2015Q1 20163
Aris Wealth Services, Inc. 330.03%0.06%0.07%Q1 2015Q3 20153
Synergy Financial Group, LTD 330.29%0.35%0.41%Q1 2023Q3 20233
TPB WEALTH ADVISORS 210.13%1.10%2.50%Q2 2022Q1 20233
CAPITAL GUARDIAN TRUST CO 210.00%0.01%0.02%Q1 2016Q4 20183
SWISS REINSURANCE CO LTD 331.34%1.42%1.50%Q2 2013Q4 20133
FLC Capital Advisors 331.47%1.64%1.79%Q4 2022Q2 20233
PECAUT & CO. 330.34%0.41%0.52%Q1 2022Q3 20223
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. 3385.32%90.31%100.00%Q2 2013Q4 20133
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.00%0.00%0.00%Q1 2018Q3 20183
GRAYHAWK INVESTMENT STRATEGIES INC. 334.66%6.52%9.81%Q1 2023Q3 20233
Kissinger Financial Services LLC 332.21%2.42%2.61%Q4 2016Q2 20173
Pinnacle Financial Group, LLC / IL 330.12%0.14%0.16%Q4 2022Q2 20233
First International Bank & Trust 330.12%0.13%0.14%Q4 2021Q2 20223
EMERGING SOVEREIGN GROUP LLC 330.94%1.10%1.32%Q3 2015Q1 20163
BlueCrest Capital Management LLP 330.09%0.25%0.51%Q2 2013Q4 20133
Geneva Partners, LLC 330.58%0.61%0.66%Q4 2020Q2 20213
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.01%Q4 2019Q2 20203
Capital One Investing, Inc. 330.07%0.10%0.14%Q1 2019Q3 20193
SOLARIS ASSET MANAGEMENT LLC 110.00%0.11%0.32%Q2 2013Q1 20183
FAIRFIELD, BUSH & CO. 110.02%0.03%0.04%Q1 2018Q2 20233
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
REDMONT WEALTH ADVISORS LLC 330.24%0.25%0.26%Q4 2021Q2 20223
CALDWELL SUTTER CAPITAL, INC. 330.01%0.04%0.05%Q1 2023Q3 20233
Peak Capital Management LLC 330.00%0.00%0.01%Q1 2018Q3 20183
MARIETTA INVESTMENT PARTNERS LLC 330.07%0.09%0.10%Q2 2013Q4 20133
Atom Investors LP 110.05%0.54%0.95%Q2 2019Q4 20203
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.44%1.06%1.38%Q4 2021Q2 20223
PHILADELPHIA TRUST CO 330.05%0.06%0.06%Q4 2017Q2 20183
Financial Gravity Companies, Inc. 210.03%0.06%0.08%Q4 2017Q4 20183
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 334.11%5.65%8.67%Q1 2016Q3 20163
PacWest Financial Management Inc 330.60%1.40%1.89%Q2 2013Q4 20133
Cape Investment Advisory, Inc. 330.04%0.05%0.07%Q1 2023Q3 20233
Planning Solutions Group LLC 330.12%0.13%0.14%Q4 2018Q2 20193
Madison Scottsdale, LC 330.01%0.01%0.02%Q2 2013Q4 20133
NORTHSTAR INVESTMENT ADVISORS LLC 330.16%0.18%0.21%Q1 2018Q3 20183
Index Fund Advisors, Inc. 330.02%0.03%0.05%Q4 2021Q2 20223
WOODBURN R ROBERT JR 330.42%0.49%0.57%Q4 2012Q2 20133
GSB Wealth Management, LLC 210.01%0.04%0.06%Q4 2021Q2 20233
PURSUE WEALTH PARTNERS LLC 330.20%0.23%0.28%Q4 2021Q2 20223
Econ Financial Services Corp 211.54%1.99%2.84%Q4 2021Q2 20233
BIVIN & ASSOCIATES, INC. 330.02%0.09%0.24%Q4 2021Q2 20223
Essential Planning, LLC. 330.14%0.18%0.21%Q1 2023Q3 20233
Edgemoor Investment Advisors, Inc. 330.03%0.04%0.04%Q2 2013Q4 20133
Employees Retirement System of Texas 110.08%0.47%1.14%Q3 2013Q3 20193
Cavalier Investments, LLC 210.31%0.48%0.78%Q4 2017Q1 20233
Cardinal Point Capital Management ULC 330.07%0.10%0.12%Q4 2022Q2 20233
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 330.35%0.37%0.38%Q4 2021Q2 20223
Miller Investment Management, LP 330.06%0.06%0.07%Q2 2018Q4 20183
First National Bank of Hutchinson 330.32%4.79%7.06%Q2 2013Q4 20133
Titan Capital Management, LLC /TX 210.06%5.76%8.62%Q2 2019Q2 20213
ORSER CAPITAL MANAGEMENT, LLC 330.48%0.60%0.83%Q4 2017Q2 20183
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 210.01%1.07%1.60%Q3 2018Q2 20213
Schechter Investment Advisors, LLC 210.02%0.03%0.03%Q4 2021Q3 20233
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.00%0.02%0.03%Q4 2015Q4 20193
OSTERWEIS CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q1 2014Q3 20143
BIP Wealth, LLC 330.67%0.74%0.80%Q1 2023Q3 20233
STAPP WEALTH MANAGEMENT, PLLC 210.12%0.36%0.56%Q3 2022Q2 20233
BECKER CAPITAL MANAGEMENT INC 330.13%0.13%0.14%Q1 2023Q3 20233
USAdvisors Wealth Management, LLC 330.20%0.24%0.29%Q4 2018Q2 20193
Genesis Wealth Advisors, LLC 332.27%2.78%3.15%Q4 2014Q2 20153
Blue Sky Asset Management, LLC 210.99%1.14%1.41%Q2 2017Q1 20193
HOWARD HUGHES MEDICAL INSTITUTE 333.72%9.81%13.41%Q2 2013Q4 20133
Cheviot Value Management, LLC 330.16%0.17%0.17%Q1 2018Q3 20183
RFP Financial Group LLC 330.02%0.03%0.05%Q1 2023Q3 20233
WELCH CAPITAL PARTNERS LLC/NY 335.19%6.22%7.69%Q2 2013Q4 20133
DAYMARK WEALTH PARTNERS, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 331.30%1.43%1.57%Q1 2023Q3 20233
Neumann Capital Management, LLC 210.16%0.38%0.62%Q3 2022Q3 20233
SMITH CHAS P & ASSOCIATES PA CPAS 330.78%0.90%1.01%Q2 2013Q4 20133
Strategic Capital Alternatives LLC 210.09%0.12%0.15%Q3 2014Q3 20153
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
FURE FINANCIAL CORP 331.04%1.33%1.61%Q3 2020Q1 20213
BlackDiamond Wealth Management, LLC 330.28%0.54%0.98%Q1 2023Q3 20233
Waterford Advisors, LLC 335.13%5.51%5.89%Q4 2022Q2 20233
MetLife Investment Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.03%Q4 2014Q4 20193
MILLIE CAPITAL MANAGEMENT, LLC 330.18%0.18%0.20%Q2 2017Q4 20173
SBK Financial, Inc. 330.20%0.24%0.28%Q4 2021Q2 20223
NextCapital Advisers, Inc. 330.24%2.01%2.99%Q1 2018Q3 20183
COMMONWEALTH BANK OF AUSTRALIA 330.07%0.07%0.08%Q3 2013Q1 20143
Capital Wealth Planning, LLC 210.04%0.06%0.08%Q2 2019Q1 20203
Tanglewood Wealth Management, Inc. 210.24%1.42%2.07%Q1 2018Q1 20193
MELFA WEALTH MANAGEMENT, INC. 330.21%0.26%0.28%Q4 2022Q2 20233
Nadler Financial Group, Inc. 110.04%0.11%0.24%Q2 2013Q4 20203
New World Advisors LLC 330.24%0.34%0.46%Q4 2018Q2 20193
BEL AIR INVESTMENT ADVISORS LLC 210.10%0.35%0.47%Q2 2013Q2 20213
Secrest Blakey & Associates, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
COWEN INC. 331.47%1.69%1.92%Q1 2013Q3 20133
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q4 20213
Koesten, Hirschmann & Crabtree, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 330.05%0.16%0.34%Q1 2023Q3 20233
Oxler Private Wealth LLC 210.02%0.03%0.04%Q4 2020Q3 20223
PGIM Custom Harvest LLC 330.01%0.01%0.01%Q4 2022Q2 20233
University of Southern California 339.14%13.90%19.71%Q4 2012Q2 20133
IRONWOOD WEALTH MANAGEMENT, INC. 330.02%0.02%0.02%Q4 2020Q2 20213
Gotham Asset Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Poehling Capital Management, INC. 330.01%0.01%0.02%Q4 2017Q2 20183
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Wells Financial Advisors INC 330.01%0.01%0.01%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 330.62%1.25%1.77%Q4 2020Q2 20213
Novak Financial Planning, LLC 332.80%2.95%3.08%Q4 2020Q2 20213
Sarasin & Partners LLP 330.02%0.04%0.05%Q1 2023Q3 20233
Altus Wealth Group LLC 330.01%0.02%0.02%Q4 2020Q2 20213
Flagship Private Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
TNF LLC 330.14%0.16%0.17%Q3 2021Q1 20223
Arcadia Wealth Management, LLC 331.90%2.84%3.44%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.20%0.23%0.29%Q4 2022Q3 20233
MKD WEALTH COACHES, LLC 330.05%0.05%0.06%Q4 2018Q2 20193
DARK FOREST CAPITAL MANAGEMENT LP 330.33%0.43%0.56%Q1 2023Q3 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q3 2021Q4 20223
Triumph Capital Management 330.21%0.23%0.27%Q2 2021Q4 20213
Team Hewins, LLC 330.11%0.12%0.13%Q4 2022Q2 20233
Rise Advisors, LLC 210.00%0.03%0.08%Q4 2021Q4 20223
Tilson Financial Group, Inc. 210.64%0.75%0.82%Q4 2022Q3 20233
HATTON CONSULTING, INC. 330.21%0.23%0.24%Q1 2021Q3 20213
ONE PLUS ONE WEALTH MANAGEMENT, LLC 210.15%0.67%0.96%Q2 2022Q1 20233
10-15 ASSOCIATES, INC. 330.16%0.17%0.18%Q2 2015Q4 20153
FWL INVESTMENT MANAGEMENT, LLC 332.76%2.79%2.81%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.12%0.17%0.24%Q4 2022Q3 20233
Keeler Thomas Management LLC 330.11%0.14%0.19%Q4 2020Q2 20213
CIBC WORLD MARKETS CORP 330.20%0.32%0.51%Q4 2022Q2 20233
Advisor Resource Council 111.06%1.24%1.52%Q2 2021Q2 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Waypoint Wealth Partners Inc. 330.08%0.18%0.24%Q1 2023Q3 20233
Willow Street Advisors LLC 332.98%3.13%3.34%Q2 2013Q4 20133
Headlands Technologies LLC 330.21%0.40%0.64%Q4 2022Q2 20233
TRIANGLE PEAK PARTNERS, LP 337.76%8.28%8.90%Q4 2014Q2 20153
Wick Capital Partners, LLC 330.17%0.25%0.37%Q1 2022Q3 20223
Michael & Susan Dell Foundation 3310.29%10.31%10.37%Q1 2020Q3 20203
Mizuho Bank, Ltd. 211.98%4.78%9.32%Q3 2017Q2 20193
PRUDENT INVESTORS NETWORK, INC. 332.86%4.15%4.82%Q1 2023Q3 20233
Park Edge Advisors, LLC 330.36%0.39%0.45%Q1 2023Q3 20233
Kozak & Associates, Inc. 330.00%0.01%0.01%Q4 2021Q2 20223
Wealth Quarterback LLC 210.00%0.00%0.01%Q4 2019Q3 20213
Verus Financial Partners, Inc. 210.17%0.83%2.02%Q4 2015Q3 20203
CAXTON ASSOCIATES LP 210.02%0.02%0.02%Q3 2013Q2 20143
Carolina Wealth Advisors, LLC 210.00%0.01%0.02%Q1 2021Q3 20233
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.11%0.31%0.59%Q1 2023Q3 20233
Lombard Odier Asset Management (Europe) Ltd 210.25%0.69%1.56%Q4 2014Q2 20173
Revisor Wealth Management LLC 330.23%0.34%0.48%Q1 2023Q3 20233
Marketfield Asset Management LLC 110.02%1.70%4.76%Q2 2013Q3 20143
New England Investment & Retirement Group, Inc. 210.01%0.21%0.37%Q1 2015Q1 20203
Strategic Advisors LLC 330.12%0.13%0.13%Q1 2023Q3 20233
Apeiron RIA LLC 330.14%0.16%0.17%Q4 2021Q2 20223
Grey Street Capital, LLC 330.11%0.12%0.15%Q1 2023Q3 20233
Independent Wealth Network Inc. 210.15%0.16%0.18%Q3 2021Q3 20233
Argent Wealth Management LLC 330.10%0.12%0.14%Q4 2019Q2 20203
Atlantic Private Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Atlas Private Wealth Management, LLC 330.35%0.45%0.51%Q1 2023Q3 20233
REUTER JAMES WEALTH MANAGEMENT, LLC 330.14%0.16%0.19%Q4 2021Q2 20223
PFG Private Wealth Management, LLC 330.00%0.54%1.62%Q2 2022Q4 20223
FinTrust Investment Advisory Services, LLC 330.34%0.38%0.44%Q3 2017Q1 20183
Fifth Third Wealth Advisors LLC 330.34%0.51%0.69%Q2 2023Q4 20233
Integrity Financial Corp /WA 330.00%0.00%0.00%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.37%0.77%1.45%Q4 2022Q3 20233
Daniels&Tansey,LLP 210.35%1.08%2.03%Q4 2021Q3 20223
SUNFLOWER BANK, NA WEALTH MANAGEMENT 330.06%0.06%0.06%Q4 2017Q2 20183
Banque Cantonale Vaudoise 330.00%0.00%0.00%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 331.38%1.42%1.49%Q1 2023Q3 20233
Shore Point Advisors, LLC 330.25%0.34%0.39%Q4 2021Q2 20223
AlphaOne Investment Services, LLC 330.00%0.01%0.01%Q3 2017Q1 20183
Peregrine Asset Advisers, Inc. 110.11%3.75%6.01%Q1 2017Q3 20233
THOMASPARTNERS, INC. 210.00%0.00%0.00%Q3 2015Q1 20173
O'Connor Financial Group LLC 330.27%0.29%0.30%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.21%0.27%0.36%Q1 2023Q3 20233
Overbrook Management Corp 330.04%0.06%0.08%Q2 2013Q4 20133
INSTRUMENTAL WEALTH, LLC 330.25%0.27%0.30%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.32%0.32%0.33%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.01%0.03%0.06%Q1 2023Q3 20233
LEO BROKERAGE, LLC 210.02%0.03%0.04%Q3 2021Q2 20233
Root Financial Partners, LLC 330.31%0.41%0.59%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.16%0.18%0.22%Q1 2023Q3 20233
FARMERS TRUST CO 330.05%0.05%0.05%Q4 2020Q2 20213
TITLEIST ASSET MANAGEMENT, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.18%0.20%0.24%Q1 2023Q3 20233
Empower Advisory Group, LLC 334.73%4.79%4.85%Q1 2023Q3 20233
ORG Partners LLC 330.04%0.09%0.15%Q1 2023Q3 20233
CLOUGH CAPITAL PARTNERS L P 210.03%0.07%0.14%Q3 2013Q3 20143
Regis Acquisition Inc. 331.91%2.28%3.02%Q1 2023Q3 20233
Safeguard Financial, LLC 330.10%0.13%0.16%Q4 2022Q2 20233
MBE Wealth Management, LLC 210.03%0.10%0.14%Q1 2020Q3 20233
Shorepoint Capital Partners LLC 210.07%0.23%0.56%Q2 2022Q3 20233
CSat Investment Advisory, L.P. 210.68%3.55%5.12%Q4 2019Q3 20203
TRIAD FINANCIAL ADVISORS, INC. 330.15%0.18%0.21%Q4 2021Q2 20223
Rocaton Investment Advisors, LLC 339.72%13.81%16.16%Q4 2017Q2 20183
Princeton Portfolio Strategies Group LLC 330.10%0.18%0.30%Q2 2017Q4 20173
Van Leeuwen & Company, LLC 331.28%1.90%2.32%Q1 2023Q3 20233
CapWealth Advisors, LLC 210.00%0.01%0.01%Q2 2014Q1 20153
State of New Jersey Common Pension Fund D 210.77%2.04%3.44%Q1 2014Q3 20153
Elwood & Goetz Wealth Advisory Group, LLC 110.06%0.09%0.12%Q3 2021Q1 20222
WealthBridge Capital Management, LLC 220.00%0.01%0.02%Q4 2018Q1 20192
FORSTA AP-FONDEN 222.01%2.08%2.14%Q2 2017Q3 20172
Icon Wealth Advisors, LLC 220.09%0.10%0.12%Q3 2022Q4 20222
Aspire Wealth Management Corp 110.08%0.16%0.24%Q2 2022Q3 20232
True Capital Management 220.23%0.23%0.24%Q4 2022Q1 20232
Signator Financial Services, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Stanley-Laman Group, Ltd. 220.05%0.06%0.06%Q1 2019Q2 20192
CWS Financial Advisors, LLC 220.19%0.19%0.20%Q4 2019Q1 20202
KOCH INDUSTRIES INC 2213.53%14.26%15.00%Q2 2013Q3 20132
Newport Wealth Strategies, Inc. 220.16%0.18%0.19%Q4 2017Q1 20182
CGC Financial Services, LLC 220.42%0.43%0.44%Q2 2023Q3 20232
Columbia Trust Co 01012016 220.11%0.12%0.12%Q1 2022Q2 20222
Brainard Capital Management LLC 220.16%0.17%0.18%Q4 2022Q1 20232
Greystone Financial Group, LLC 220.10%0.11%0.12%Q1 2023Q2 20232
Summit Asset Management, LLC 220.10%0.10%0.10%Q2 2019Q3 20192
Rooted Wealth Advisors, Inc. 221.06%1.41%1.76%Q2 2023Q3 20232
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20202
Cassia Capital Partners, LLC 223.75%3.92%4.10%Q1 2021Q2 20212
Private Wealth Partners, LLC 110.03%0.03%0.03%Q1 2019Q1 20232
Blue Granite Capital, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Exeter Financial, LLC 110.20%0.32%0.45%Q4 2017Q4 20202
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 114.86%7.03%9.20%Q3 2013Q1 20152
BMS Financial Advisors, LLC 220.20%0.20%0.21%Q1 2023Q2 20232
Investment Research & Advisory Group, Inc. 110.01%0.03%0.04%Q1 2022Q2 20232
Alpine Global Management, LLC 223.45%6.56%9.66%Q4 2015Q1 20162
Sound View Wealth Advisors, LLC 220.27%0.28%0.30%Q4 2018Q1 20192
Tuttle Capital Management, LLC 112.80%2.93%3.05%Q2 2017Q1 20182
Verdence Capital Advisors LLC 110.03%0.04%0.05%Q4 2017Q2 20222
TUDOR INVESTMENT CORP ET AL 110.00%0.01%0.01%Q4 2017Q3 20232
Claremont Financial Group, Inc. 2210.17%10.71%11.25%Q4 2021Q1 20222
Northland Capital Management LLC 221.76%1.83%1.89%Q2 2023Q3 20232
PENSECO FINANCIAL SERVICES CORP 220.10%0.10%0.11%Q2 2013Q3 20132
San Luis Wealth Advisors LLC 110.06%0.26%0.47%Q3 2021Q1 20222
Stadion Money Management, LLC 110.04%0.04%0.05%Q2 2014Q3 20162
Relative Value Partners, LLC 220.04%0.04%0.04%Q2 2013Q3 20132
JUMP TRADING, LLC 110.03%0.62%1.21%Q3 2019Q1 20202
Altshuler Shaham Ltd 220.04%0.06%0.07%Q2 2021Q3 20212
Madison Wealth Partners, Inc 220.14%0.17%0.19%Q1 2022Q2 20222
SANDERS MORRIS HARRIS LLC 220.09%0.11%0.12%Q2 2016Q3 20162
Sloy Dahl & Holst, LLC 110.04%0.05%0.05%Q1 2023Q3 20232
ERn Financial, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Greenhouse Wealth Management, LLC 110.13%0.16%0.20%Q4 2020Q1 20232
Great Lakes Retirement, Inc. 220.45%0.48%0.51%Q4 2019Q1 20202
Bellecapital International Ltd. 220.07%0.07%0.07%Q2 2023Q3 20232
TOWER TRUST Co 220.25%0.36%0.47%Q2 2013Q3 20132
Meridian Wealth Advisors, LLC 220.10%0.10%0.10%Q3 2019Q4 20192
GSA CAPITAL PARTNERS LLP 110.04%0.06%0.07%Q1 2023Q3 20232
Mach-1 Financial Group, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
AMI INVESTMENT MANAGEMENT INC 220.14%0.14%0.15%Q4 2017Q1 20182
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Carnick & Kubik, LLC 110.00%0.38%0.75%Q3 2015Q1 20162
PEAK FINANCIAL ADVISORS LLC 220.31%0.33%0.34%Q1 2021Q2 20212
CASTLE WEALTH MANAGEMENT LLC 220.12%0.15%0.17%Q2 2022Q3 20222
Axiom Investment Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
STRINGER ASSET MANAGEMENT, LLC 221.01%1.09%1.16%Q3 2014Q4 20142
STANCORP INVESTMENT ADVISERS INC 220.68%0.71%0.74%Q4 2014Q1 20152
VALENTINE VENTURES LLC 112.66%3.35%4.04%Q4 2015Q4 20182
WFA Asset Management Corp 220.01%0.01%0.01%Q2 2023Q3 20232
Secure Asset Management, LLC 110.13%0.35%0.57%Q4 2019Q3 20232
GlobalBridge, Inc. 220.16%0.16%0.17%Q4 2013Q1 20142
Financial Advantage, Inc. 220.02%0.04%0.05%Q4 2013Q1 20142
Kaizen Financial Strategies 220.17%0.18%0.19%Q2 2023Q3 20232
FSC Wealth Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
PROFESSIONAL PLANNING 220.10%0.12%0.14%Q1 2021Q2 20212
RVW Wealth, LLC 110.00%0.04%0.08%Q4 2022Q3 20232
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.11%0.11%0.12%Q3 2021Q2 20222
Mendota Financial Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LEGG MASON, INC. 221.27%4.44%7.61%Q3 2017Q4 20172
DOVER ADVISORS, LLC 220.21%0.21%0.21%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HORIZON FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MISSOURI VALLEY PARTNERS, INC. 220.51%0.51%0.51%Q2 2013Q3 20132
25 LLC 220.03%0.06%0.08%Q1 2023Q2 20232
Allston Trading LLC 112.58%4.72%6.85%Q4 2013Q2 20142
iA Global Asset Management Inc. 220.01%0.02%0.02%Q2 2023Q3 20232
Simplicity Wealth,LLC 220.13%0.13%0.13%Q2 2023Q3 20232
INTEGRATED WEALTH COUNSEL, LLC 220.09%0.10%0.10%Q3 2016Q4 20162
Centennial Wealth Advisory LLC 220.55%0.56%0.56%Q4 2020Q1 20212
Oak Point Wealth Management 220.12%0.13%0.15%Q4 2017Q1 20182
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 220.08%0.26%0.44%Q2 2013Q3 20132
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q1 2016Q1 20192
Sigma Investment Management Co 116.60%6.79%6.99%Q1 2013Q4 20132
Guild Investment Management, Inc. 226.30%7.16%8.02%Q1 2019Q2 20192
Planned Solutions, Inc. 220.01%0.02%0.03%Q3 2020Q4 20202
VISTA CAPITAL PARTNERS, INC. 110.03%0.04%0.05%Q3 2019Q4 20212
EFG Asset Management (Americas) Corp. 110.06%0.09%0.12%Q1 2014Q4 20142
CBIZ Investment Advisory Services, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Trail Ridge Investment Advisors, LLC 220.13%0.14%0.14%Q4 2021Q1 20222
Strata Wealth Advisors, LLC 110.10%0.12%0.13%Q1 2023Q3 20232
KCS Wealth Advisory 220.14%0.15%0.15%Q3 2019Q4 20192
Hexavest Inc. 220.02%0.07%0.12%Q1 2015Q2 20152
Idaho Trust Bank 225.61%5.61%5.62%Q2 2023Q3 20232
NORTHWESTERN MUTUAL LIFE INSURANCE CO 224.32%4.58%4.84%Q2 2013Q3 20132
Wilks Brothers, LLC 220.72%1.14%1.56%Q2 2018Q3 20182
PEAK6 Group LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Oak Grove Capital LLC 220.09%0.09%0.09%Q3 2019Q4 20192
Gruss & Co., LLC 221.61%2.61%3.60%Q1 2015Q2 20152
TRADITION CAPITAL MANAGEMENT LLC 220.07%0.09%0.12%Q2 2017Q3 20172
Platform Technology Partners 220.10%0.10%0.10%Q2 2023Q3 20232
Man Investments Ltd 110.35%0.67%0.98%Q3 2013Q2 20142
USCA RIA LLC 110.03%0.05%0.07%Q2 2015Q2 20212
Graypoint LLC 220.04%0.05%0.05%Q2 2023Q3 20232
PIONEER TRUST BANK N A/OR 220.13%0.14%0.15%Q1 2015Q2 20152
WBI INVESTMENTS, LLC 110.04%0.04%0.05%Q1 2017Q3 20172
Nationwide Fund Advisors 220.00%0.00%0.00%Q2 2014Q3 20142
Pinnacle Private Wealth, LLC 220.11%0.12%0.13%Q1 2022Q2 20222
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Bradley & Co. Private Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Rice Partnership, LLC 220.14%0.15%0.16%Q2 2019Q3 20192
NS Partners Ltd 110.14%0.15%0.16%Q4 2019Q4 20212
ALTA CAPITAL MANAGEMENT LLC/ 220.02%0.02%0.02%Q2 2018Q3 20182
Cypress Point Wealth Management, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
INSIGNEO ADVISORY SERVICES, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
ADAMSBROWN WEALTH CONSULTANTS LLC 220.17%0.18%0.20%Q4 2021Q1 20222
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
Bull Oak Capital, LLC 220.22%0.26%0.30%Q4 2021Q1 20222
Pension Partners, LLC 1127.70%36.90%46.09%Q3 2015Q4 20172
Maxim Capital Management LLC 220.25%0.28%0.32%Q1 2020Q2 20202
Impact Partnership Wealth, LLC 220.01%1.44%2.88%Q2 2023Q3 20232
NATIONAL PENN INVESTORS TRUST CO /PA 220.03%0.03%0.03%Q1 2015Q2 20152
Amplius Wealth Advisors, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
CarsonAllaria Wealth Management, Ltd. 220.01%0.01%0.01%Q1 2023Q2 20232
Winchester Group Inc. 220.18%0.18%0.18%Q2 2013Q3 20132
Ken Stern & Associates, Inc. 110.48%0.51%0.55%Q1 2015Q4 20152
Genesee Capital Advisors, LLC 110.02%6.11%12.21%Q1 2019Q2 20212
Carlyle Group Inc. 220.01%0.01%0.02%Q4 2014Q1 20152
Regency Capital Management Inc.\DE 220.01%0.03%0.04%Q4 2021Q1 20222
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.43%0.45%0.47%Q3 2013Q4 20192
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
LVZ, Inc. 220.15%0.17%0.19%Q3 2017Q4 20172
ADVISOR PARTNERS II, LLC 220.05%0.11%0.17%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 221.40%1.41%1.42%Q2 2023Q3 20232
SpiderRock Advisors, LLC 110.04%0.34%0.65%Q1 2017Q1 20172
Lanham O'Dell & Company, Inc. 220.18%0.18%0.19%Q4 2021Q1 20222
Tamar Securities, LLC 110.11%0.61%1.12%Q4 2022Q3 20232
CAMDEN NATIONAL BANK 110.05%0.05%0.05%Q2 2018Q1 20212
Sentinus, LLC 220.30%0.30%0.30%Q1 2023Q2 20232
Sunnymeath Asset Management, Inc. 220.06%0.06%0.06%Q1 2016Q2 20162
STIFEL NICOLAUS & CO INC \MO\ 220.76%0.80%0.83%Q2 2013Q3 20132
XML SECURITIES, LLC 222.52%2.52%2.53%Q4 2017Q1 20182
Exchange Bank 220.21%0.21%0.22%Q2 2023Q3 20232
BLACKROCK ADVISORS LLC 220.01%0.02%0.02%Q2 2013Q3 20132
CLEAR INVESTMENT RESEARCH, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Revolve Wealth Partners, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Hemenway Trust Co LLC 220.15%0.16%0.16%Q4 2013Q1 20142
Baltimore-Washington Financial Advisors Inc. 221.69%1.71%1.73%Q2 2013Q3 20132
Glovista Investments LLC 110.04%0.07%0.09%Q4 2013Q2 20192
Ranch Capital Advisors Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Bruderman Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Taylor, Cottrill LLC 220.12%0.13%0.13%Q4 2014Q1 20152
BROWN WEALTH MANAGEMENT, LLC 220.24%1.48%2.72%Q2 2023Q3 20232
Jabre Capital Partners S.A. 112.87%11.05%19.22%Q4 2014Q4 20182
CenterStar Fund, LLC 110.02%0.24%0.47%Q4 2016Q4 20162
INTEGRAL INVESTMENT ADVISORS, INC. 221.28%1.50%1.72%Q4 2021Q1 20222
Arcataur Capital Management LLC 223.65%3.69%3.73%Q2 2023Q3 20232
EnTrustPermal Management LLC 221.70%1.82%1.94%Q2 2013Q3 20132
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 220.10%0.11%0.12%Q4 2020Q1 20212
Premia Global Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
DSAM Partners (London) Ltd 117.58%7.58%7.58%Q2 2013Q2 20132
Legato Capital Management LLC 220.45%0.77%1.10%Q4 2019Q1 20202
Smith Affiliated Capital Corp. 220.02%0.02%0.02%Q1 2013Q2 20132
Longer Investments Inc. 112.37%3.38%4.38%Q1 2016Q3 20182
J2 Capital Management Inc 220.72%0.73%0.73%Q2 2023Q3 20232
LEUTHOLD GROUP, LLC 220.10%0.11%0.12%Q2 2013Q3 20132
Pacific Life Fund Advisors LLC 225.03%5.64%6.25%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.60%0.64%0.68%Q2 2023Q3 20232
GALAXY CAPITAL TRADING LTD 222.46%2.82%3.18%Q3 2013Q4 20132
Auour Investments LLC 222.24%2.25%2.27%Q2 2023Q3 20232
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 224.81%4.99%5.16%Q2 2015Q3 20152
RESOURCE CONSULTING GROUP INC 220.50%0.53%0.55%Q4 2021Q1 20222
BENJAMIN EDWARDS INC 110.00%0.02%0.04%Q3 2021Q2 20222
University of Maryland Foundation, Inc. 223.16%3.17%3.18%Q4 2019Q1 20202
ERTS Wealth Advisors, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
Northeast Financial Group, Inc. 221.40%2.03%2.66%Q2 2023Q3 20232
High Falls Advisors, Inc 110.01%0.01%0.01%Q4 2015Q2 20162
West Coast Asset Management 220.10%0.10%0.10%Q2 2014Q3 20142
Bryn Mawr Capital Management, LLC 110.15%0.19%0.23%Q2 2018Q3 20232
CYPRESS ASSET MANAGEMENT INC/TX 220.10%0.11%0.12%Q1 2018Q2 20182
BBVA USA 222.22%2.23%2.24%Q2 2021Q3 20212
Belmont Global Advisors, Inc. 221.36%1.88%2.40%Q1 2015Q2 20152
OmniStar Financial Group, Inc. 220.60%0.60%0.60%Q2 2023Q3 20232
Main Management ETF Advisors, LLC 224.17%5.24%6.30%Q4 2018Q1 20192
Dominick & Dominick LLC 110.16%0.16%0.16%Q1 2014Q3 20142
Certus Wealth Management, LLC 221.41%1.48%1.55%Q2 2023Q3 20232
TCW GROUP INC 110.01%0.13%0.26%Q3 2016Q4 20172
Dixon Hughes Goodman Wealth Advisors LLC 220.04%0.07%0.09%Q4 2021Q1 20222
Values Added Financial LLC 222.98%3.04%3.11%Q2 2023Q3 20232
Gramercy Funds Management LLC 220.98%1.77%2.56%Q3 2013Q4 20132
Resonant Capital Advisors, LLC 220.33%0.38%0.42%Q4 2019Q1 20202
Schwab Charitable Fund 220.03%0.03%0.03%Q4 2020Q1 20212
BAINCO INTERNATIONAL INVESTORS 220.80%0.87%0.94%Q1 2013Q2 20132
RAM Investment Partners, LLC 110.07%0.08%0.09%Q2 2023Q4 20232
NTV ASSET MANAGEMENT LLC 220.09%0.09%0.10%Q2 2013Q3 20132
HWG Holdings LP 110.00%0.00%0.00%Q2 2017Q1 20212
G&S Capital LLC 110.12%0.19%0.26%Q4 2017Q2 20232
Palo Capital, Inc. 220.07%0.08%0.08%Q1 2018Q2 20182
Gateway Wealth Partners, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
NorthCoast Asset Management LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Mariner Wealth Advisors-Madison, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Grandeur Peak Global Advisors, LLC 110.94%2.24%3.54%Q2 2013Q4 20132
Ebor Charitable Trust 225.62%5.69%5.77%Q4 2019Q1 20202
Syntal Capital Partners, LLC 220.10%0.13%0.17%Q4 2017Q1 20182
Lunt Capital Management, Inc. 220.16%0.17%0.17%Q2 2023Q3 20232
Peterson Financial Group, Inc. 220.16%0.17%0.18%Q1 2022Q2 20222
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.00%0.01%0.02%Q2 2018Q1 20222
Gunderson Capital Management Inc. 110.22%0.22%0.22%Q1 2019Q1 20191
Granite Point Capital Management, L.P. 110.17%0.17%0.17%Q4 2015Q4 20151
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Stonegate Investment Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Deseret Mutual Benefit Administrators 116.21%6.21%6.21%Q1 2020Q1 20201
Aperture Investors, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Endowment Wealth Management, Inc. 110.20%0.20%0.20%Q4 2021Q4 20211
Manhattan West Asset Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Osbon Capital Management LLC 113.02%3.02%3.02%Q2 2019Q2 20191
Beacon Harbor Wealth Advisors, Inc. 112.84%2.84%2.84%Q3 2019Q3 20191
EUDAIMONIA ADVISORS LLC 110.12%0.12%0.12%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 110.25%0.25%0.25%Q2 2021Q2 20211
SIGNET MANAGEMENT USA, LLC 111.44%1.44%1.44%Q4 2013Q4 20131
Transparent Wealth Partners LLC 110.30%0.30%0.30%Q1 2022Q1 20221
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ALTERNA WEALTH MANAGEMENT, INC 110.04%0.04%0.04%Q4 2018Q4 20181
Peterson Wealth Services 110.12%0.12%0.12%Q1 2023Q1 20231
Nalls Sherbakoff Group, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
Ferguson Shapiro LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Grey Owl Capital Management, LLC 111.29%1.29%1.29%Q2 2014Q2 20141
Clarity Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2020Q3 20201
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EXCALIBUR MANAGEMENT CORP 110.19%0.19%0.19%Q4 2015Q4 20151
BLODGETT WEALTH ADVISORS, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.31%0.31%0.31%Q3 2017Q3 20171
TLW Wealth Management, LLC 110.51%0.51%0.51%Q4 2018Q4 20181
DRIEHAUS CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q2 2013Q2 20131
FIDUCIARY SERVICES CORP/GA 110.06%0.06%0.06%Q1 2015Q1 20151
Darrow Company, Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Grandview Asset Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Windsor Creek Advisors, LLC 110.68%0.68%0.68%Q4 2021Q4 20211
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.16%0.16%0.16%Q4 2021Q4 20211
Clarfeld Financial Advisors, LLC 110.64%0.64%0.64%Q4 2018Q4 20181
Signet Investment Advisory Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
HOWARD WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
CM WEALTH ADVISORS LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Claro Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
WealthOne, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
CLEARY GULL INC. 110.21%0.21%0.21%Q1 2015Q1 20151
Cardinal Point Wealth Management Partners, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Landsberg, Bennett, & Dubbaneh LLC 111.12%1.12%1.12%Q4 2018Q4 20181
WHV Investments, Inc. 110.06%0.06%0.06%Q4 2015Q4 20151
Sage Financial Management Group, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Pasadena Private Wealth, LLC 111.28%1.28%1.28%Q1 2023Q1 20231
Hamilton Wealth, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Walleye Capital LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Lauterbach Financial Advisors, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Belvedere Advisors LLC 114.07%4.07%4.07%Q2 2019Q2 20191
Centric Wealth Management 110.24%0.24%0.24%Q1 2021Q1 20211
LAU ASSOCIATES LLC 110.26%0.26%0.26%Q3 2018Q3 20181
COOK WEALTH MANAGEMENT GROUP LLC 110.25%0.25%0.25%Q3 2023Q3 20231
All Season Financial Advisors, Inc. 110.57%0.57%0.57%Q3 2022Q3 20221
Vident Advisory, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Next Level Private LLC 110.88%0.88%0.88%Q2 2022Q2 20221
J. L. Bainbridge & Co., Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
Chicago Capital, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ISLAY CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Signature Wealth Management Group 110.01%0.01%0.01%Q4 2017Q4 20171
Gibson Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Roger Wittlin Investment Advisory, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Carroll Investors, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Titus Wealth Management 110.42%0.42%0.42%Q4 2018Q4 20181
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
DOCK STREET ASSET MANAGEMENT INC 111.40%1.40%1.40%Q1 2018Q1 20181
Richwood Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q1 2014Q1 20141
Financial Services Advisory Inc 114.03%4.03%4.03%Q1 2018Q1 20181
TIAA CREF INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Wilmington Funds Management Corp 110.05%0.05%0.05%Q3 2013Q3 20131
Glassy Mountain Advisors, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
6 Meridian 110.36%0.36%0.36%Q4 2018Q4 20181
Lodge Hill Capital, LLC 114.98%4.98%4.98%Q4 2014Q4 20141
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BALYASNY ASSET MANAGEMENT L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
Buckley Wealth Management, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
MPI INVESTMENT MANAGEMENT, INC. 110.26%0.26%0.26%Q4 2017Q4 20171
GUARDIAN CAPITAL LP 110.00%0.00%0.00%Q3 2014Q3 20141
Nikulski Financial, Inc. 110.52%0.52%0.52%Q4 2017Q4 20171
Carter Financial Group, INC. 112.15%2.15%2.15%Q1 2022Q1 20221
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q2 2019Q2 20191
WorthPointe, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
NewDay Solutions, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
GENWORTH FINANCIAL INC 110.38%0.38%0.38%Q2 2013Q2 20131
Shone Asset Management LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Permit Capital Advisors, LLC 110.39%0.39%0.39%Q1 2022Q1 20221
Rock Creek Group, LP 110.91%0.91%0.91%Q2 2013Q2 20131
Oak Asset Management, LLC 112.46%2.46%2.46%Q2 2022Q2 20221
MAPLE SECURITIES USA INC 110.03%0.03%0.03%Q3 2013Q3 20131
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q1 2021Q1 20211
Legacy Financial Strategies, LLC 110.28%0.28%0.28%Q1 2018Q1 20181
Shilanski & Associates, Inc. 110.20%0.20%0.20%Q3 2022Q3 20221
Pine River Capital Management L.P. 110.02%0.02%0.02%Q1 2015Q1 20151
GLG Partners LP 110.01%0.01%0.01%Q3 2014Q3 20141
Measured Wealth Private Client Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Astoria Portfolio Advisors LLC. 110.17%0.17%0.17%Q4 2022Q4 20221
Sanford Advisory Services, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
DONALDSON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Coastwise Capital Group, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
PEAVINE CAPITAL, LLC 110.20%0.20%0.20%Q3 2018Q3 20181
I.G. INVESTMENT MANAGEMENT, LTD. 110.03%0.03%0.03%Q3 2013Q3 20131
Covenant Partners, LLC 113.20%3.20%3.20%Q4 2018Q4 20181
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Claar Advisors LLC 110.13%0.13%0.13%Q3 2018Q3 20181
KDI CAPITAL PARTNERS LLC 110.12%0.12%0.12%Q4 2020Q4 20201
PECONIC PARTNERS LLC 115.44%5.44%5.44%Q4 2019Q4 20191
MITCHELL SINKLER & STARR/PA 110.37%0.37%0.37%Q2 2013Q2 20131
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q4 2022Q4 20221
Artha Capital Management, Inc. 1129.75%29.75%29.75%Q1 2014Q1 20141
ACUTE INVESTMENT ADVISORY, LLC 110.47%0.47%0.47%Q3 2022Q3 20221
TIEDEMANN TRUST CO 111.06%1.06%1.06%Q4 2014Q4 20141
Second Half Financial Partners, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
EA Series Trust 110.04%0.04%0.04%Q2 2023Q2 20231
Fore Research & Management, LP 110.10%0.10%0.10%Q1 2014Q1 20141
Delpha Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Hibernia Wealth Partners, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Chicago Wealth Management, Inc. 114.66%4.66%4.66%Q1 2021Q1 20211
Thor Advisors, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Broderick Brian C 110.16%0.16%0.16%Q3 2014Q3 20141
Chessman Wealth Strategies RIA 112.40%2.40%2.40%Q4 2017Q4 20171
STERNE AGEE GROUP, INC. 110.10%0.10%0.10%Q3 2013Q3 20131
Saturna Capital CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Miramar Fiduciary Corp 110.03%0.03%0.03%Q4 2018Q4 20181
Hoxton Financial, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Financial Advisory Group 110.47%0.47%0.47%Q2 2013Q2 20131
ACCESS FINANCIAL SERVICES, INC. 110.20%0.20%0.20%Q2 2019Q2 20191
Align Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Crossmark Global Holdings, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
KELLEHER FINANCIAL ADVISORS 110.09%0.09%0.09%Q3 2021Q3 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NEXT Financial Holdings 110.24%0.24%0.24%Q1 2019Q1 20191
Sanders Capital, LLC 110.01%0.01%0.01%Q4 2010Q4 20101
Pinnacle Wealth Advisors 111.10%1.10%1.10%Q2 2021Q2 20211
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Wright Fund Management, LLC 111.37%1.37%1.37%Q4 2022Q4 20221
Thomas J. Herzfeld Advisors, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
Rather & Kittrell, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Madden Advisory Services, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
ACORNS SECURITIES, LLC 115.72%5.72%5.72%Q4 2017Q4 20171
Willingdon Wealth Management 110.01%0.01%0.01%Q1 2018Q1 20181
Ipsen Advisor Group LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Segment Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TFB Advisors LLC 110.20%0.20%0.20%Q2 2023Q2 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q1 2020Q1 20201
Camelot Portfolios, LLC 110.13%0.13%0.13%Q2 2014Q2 20141
Clifford Group, LLC 111.16%1.16%1.16%Q4 2022Q4 20221
AlphaQ Advisors LLC 110.23%0.23%0.23%Q2 2023Q2 20231
PineBridge Investments, L.P. 112.44%2.44%2.44%Q2 2013Q2 20131
Delta Lloyd Asset Management N.V. 110.09%0.09%0.09%Q2 2017Q2 20171
Main Street Research LLC 110.02%0.02%0.02%Q1 2021Q1 20211
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
BOOTHBAY FUND MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
Lakewood Asset Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sterling Global Strategies LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Imprint Wealth LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Trutina Financial LLC 110.02%0.02%0.02%Q1 2014Q1 20141
PFG Investments, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
PRING TURNER CAPITAL GROUP INC 110.04%0.04%0.04%Q4 2013Q4 20131
CHANNEL WEALTH LLC 110.15%0.15%0.15%Q1 2023Q1 20231
PCA Investment Advisory Services Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
3Chopt Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Berkshire Money Management, Inc. 111.00%1.00%1.00%Q1 2018Q1 20181
Key Bridge Compliance, LLC 111.04%1.04%1.04%Q3 2023Q3 20231
CFS, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Carlsbad Wealth Advisory Group, Inc. 111.79%1.79%1.79%Q2 2023Q2 20231
SYKON CAPITAL LLC 110.51%0.51%0.51%Q2 2023Q2 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.56%0.56%0.56%Q2 2023Q2 20231
Spectrum Financial Alliance Ltd LLC 110.03%0.03%0.03%Q1 2018Q1 20181
FIRST BUSINESS FINANCIAL SERVICES, INC. 111.26%1.26%1.26%Q4 2014Q4 20141
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Equita Financial Network, Inc. 110.79%0.79%0.79%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 111.31%1.31%1.31%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.92%0.92%0.92%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
ROGCO, LP 112.60%2.60%2.60%Q3 2023Q3 20231
SYON CAPITAL LLC 110.64%0.64%0.64%Q3 2023Q3 20231
United Community Bank 111.21%1.21%1.21%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Silver Bridge Capital Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
OLD DOMINION CAPITAL MANAGEMENT INC 111.91%1.91%1.91%Q2 2013Q2 20131
Hugh Johnson Advisors LLC 111.19%1.19%1.19%Q2 2013Q2 20131
Coho Partners, Ltd. 110.01%0.01%0.01%Q1 2020Q1 20201
NORTHSTAR ASSET MANAGEMENT LLC 112.94%2.94%2.94%Q2 2013Q2 20131
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Passport Capital, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
ALPHA WINDWARD LLC 111.96%1.96%1.96%Q3 2015Q3 20151
Leith Wheeler Investment Counsel Ltd. 110.31%0.31%0.31%Q1 2016Q1 20161
Indiana Trust & Investment Management CO 110.13%0.13%0.13%Q3 2023Q3 20231
DIMENSIONAL FUND ADVISORS LP 110.01%0.01%0.01%Q4 2014Q4 20141
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
ROBERTSON STEPHENS ADVISORS LLC 110.88%0.88%0.88%Q4 2016Q4 20161
Bank Pictet & Cie (Europe) AG 110.03%0.03%0.03%Q1 2023Q1 20231
PICTET ASSET MANAGEMENT SA 110.00%0.00%0.00%Q3 2021Q3 20211
BIEGEL & WALLER LLC 110.18%0.18%0.18%Q2 2017Q2 20171
SG Select LLC 113.36%3.36%3.36%Q1 2014Q1 20141
Oxbow Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Phoenix Holdings Ltd. 110.04%0.04%0.04%Q2 2022Q2 20221
RNC CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Emerald Acquisition Ltd. 110.02%0.02%0.02%Q3 2016Q3 20161
TDAM USA INC. 110.05%0.05%0.05%Q3 2013Q3 20131
Members Trust Co 110.02%0.02%0.02%Q1 2018Q1 20181
Reby Advisors, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2019Q1 20191
Zurcher Kantonalbank (Zurich Cantonalbank) 110.09%0.09%0.09%Q4 2011Q4 20111
Parker Investment Management, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
KHP Capital, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Fortress Investment Group LLC 110.21%0.21%0.21%Q4 2014Q4 20141
NN Investment Partners Holdings N.V. 110.10%0.10%0.10%Q3 2016Q3 20161
BANK OF STOCKTON 110.18%0.18%0.18%Q2 2014Q2 20141
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
Schonfeld Strategic Advisors LLC 110.13%0.13%0.13%Q1 2023Q1 20231
CS MCKEE LP 110.01%0.01%0.01%Q1 2014Q1 20141
Moss Adams Wealth Advisors LLC 110.47%0.47%0.47%Q4 2022Q4 20221
Westchester Capital Management, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Manifold Partners, LLC 110.24%0.24%0.24%Q2 2013Q2 20131
CAMDEN NATIONAL CORP 110.05%0.05%0.05%Q1 2021Q1 20211
Railway Pension Investments Ltd 11100.00%100.00%100.00%Q3 2015Q3 20151
ANCORA FAMILY WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2015Q3 20151
Julex Capital Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Kessler Investment Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Stuart Chaussee & Associates, Inc. 1126.89%26.89%26.89%Q3 2017Q3 20171
First Trust Bank, Ltd. 1116.64%16.64%16.64%Q3 2016Q3 20161
FIRST FINANCIAL EQUITY CORPORATION 111.13%1.13%1.13%Q1 2017Q1 20171
Sciencast Management LP 110.18%0.18%0.18%Q3 2017Q3 20171
Glacier Peak Capital LLC 111.53%1.53%1.53%Q4 2013Q4 20131
Turim 21 Investimentos Ltda. 110.11%0.11%0.11%Q4 2020Q4 20201
Gratus Capital, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
SCHNEIDER CAPITAL MANAGEMENT CORP 110.04%0.04%0.04%Q2 2013Q2 20131
FNY Managed Accounts LLC 110.36%0.36%0.36%Q1 2016Q1 20161
Sloane Robinson LLP 118.78%8.78%8.78%Q4 2014Q4 20141
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Seascape Capital Management 110.14%0.14%0.14%Q4 2022Q4 20221
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q2 2022Q2 20221
Mariner Wealth Advisors-NYC, LLC 110.20%0.20%0.20%Q1 2015Q1 20151
Tahithromos, L.L.C. 110.80%0.80%0.80%Q3 2013Q3 20131
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
ADVISOR CONSULTANT NETWORK INC 110.32%0.32%0.32%Q3 2016Q3 20161
LUPO SECURITIES, LLC 110.58%0.58%0.58%Q4 2014Q4 20141
CFO4Life, L.P. 111.84%1.84%1.84%Q4 2022Q4 20221
Godshalk Welsh Capital Management, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
RUSHMORE INVESTMENT ADVISORS, INC. 110.15%0.15%0.15%Q2 2013Q2 20131
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q4 2013Q4 20131
Chanos & Co LP 112.74%2.74%2.74%Q1 2018Q1 20181
Rotella Capital Management, Inc. 111.63%1.63%1.63%Q3 2013Q3 20131
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
J.P. Turner & Co Capital Mnagement, LLC 110.27%0.27%0.27%Q2 2015Q2 20151
ABERDEEN ASSET MANAGEMENT PLC/UK 110.01%0.01%0.01%Q4 2015Q4 20151
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Rosenbaum Jay D. 110.39%0.39%0.39%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 110.84%0.84%0.84%Q4 2018Q4 20181
STRATEGIC INVESTMENT MANAGEMENT, LLC 110.27%0.27%0.27%Q3 2020Q3 20201
GW HENSSLER & ASSOCIATES LTD 110.03%0.03%0.03%Q3 2013Q3 20131
BEDEL FINANCIAL CONSULTING INC 110.10%0.10%0.10%Q3 2023Q3 20231
Stairway Partners, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
FIRST INTERSTATE BANCSYSTEM INC 110.05%0.05%0.05%Q1 2021Q1 20211
S. R. Schill & Associates 111.50%1.50%1.50%Q3 2016Q3 20161
Edgewood Management 110.00%0.00%0.00%Q1 2020Q1 20201
Global Index Advisors Inc 110.09%0.09%0.09%Q2 2014Q2 20141
EXCHANGE TRADED CONCEPTS, LLC 114.05%4.05%4.05%Q3 2020Q3 20201
CHESAPEAKE ASSET MANAGEMENT LLC 110.56%0.56%0.56%Q2 2016Q2 20161
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Ipswich Investment Management Co., Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
PRINCETON CAPITAL MANAGEMENT INC 110.17%0.17%0.17%Q4 2013Q4 20131
IPG Investment Advisors LLC 110.07%0.07%0.07%Q3 2017Q3 20171
NORTHSTAR ASSET MANAGEMENT INC 110.08%0.08%0.08%Q2 2021Q2 20211
COREPATH WEALTH PARTNERS LLC 110.13%0.13%0.13%Q2 2023Q2 20231
FIRETHORN WEALTH PARTNERS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q3 2016Q3 20161
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Proquility Private Wealth Partners, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.16%0.16%0.16%Q2 2013Q2 20131
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.07%0.07%0.07%Q3 2023Q3 20231
QUANTRES ASSET MANAGEMENT Ltd 110.59%0.59%0.59%Q2 2014Q2 20141
Cerro Pacific Wealth Advisors LLC 113.02%3.02%3.02%Q1 2022Q1 20221
STABLEFORD CAPITAL II LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Legal Advantage Investments, Inc. 110.09%0.09%0.09%Q4 2020Q4 20201
Coulter & Justus Financial Services, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Meiji Yasuda Life Insurance Co 110.25%0.25%0.25%Q3 2016Q3 20161
Octavia Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Birchcreek Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Hoese & Co LLP 110.01%0.01%0.01%Q2 2023Q2 20231
THORNBURG INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2021Q4 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
NAVELLIER & ASSOCIATES INC 110.14%0.14%0.14%Q3 2023Q3 20231
IAM Advisory, LLC 1112.21%12.21%12.21%Q2 2021Q2 20211
Dai-ichi Life Holdings, Inc. 110.03%0.03%0.03%Q2 2013Q2 20131
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
BNC WEALTH MANAGEMENT, LLC 111.78%1.78%1.78%Q1 2023Q1 20231
PACES FERRY WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Onyx Bridge Wealth Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Carl P. Sherr & Co., LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Keystone Wealth Services, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
StrongBox Wealth, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Tempus Wealth Planning, LLC 110.32%0.32%0.32%Q3 2022Q3 20221
Sowa Financial Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Y.D. More Investments Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Danda Trouve Investment Management, Inc. 110.07%0.07%0.07%Q3 2022Q3 20221
Consolidated Planning Corp 110.07%0.07%0.07%Q3 2021Q3 20211
Trust Co of Kansas 110.42%0.42%0.42%Q4 2022Q4 20221
PACIFIC SUN FINANCIAL CORP 112.99%2.99%2.99%Q4 2017Q4 20171
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cadent Capital Advisors, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.04%0.04%0.04%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Goodwin Investment Advisory 110.03%0.03%0.03%Q2 2022Q2 20221
Blue Zone Wealth Advisors, LLC 111.04%1.04%1.04%Q4 2019Q4 20191
Adams Wealth Management 110.44%0.44%0.44%Q4 2019Q4 20191
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Shoker Investment Counsel, Inc. 110.24%0.24%0.24%Q4 2015Q4 20151
Pantheon Investment Group, LLC 110.63%0.63%0.63%Q4 2019Q4 20191
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ardent Capital Management, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SteelPeak Wealth, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Minot Wealth Management LLC 110.12%0.12%0.12%Q4 2019Q4 20191
AXS Investments LLC 111.49%1.49%1.49%Q3 2021Q3 20211
KFA Private Wealth Group, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Provident Wealth Management, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
Bay Rivers Group 114.29%4.29%4.29%Q4 2019Q4 20191
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Carmel Capital Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Geometric Wealth Advisors 111.04%1.04%1.04%Q1 2022Q1 20221
Wealth Alliance 111.24%1.24%1.24%Q4 2019Q4 20191
Insight Folios Inc 110.14%0.14%0.14%Q2 2021Q2 20211
KEB ASSET MANAGEMENT, LLC 110.62%0.62%0.62%Q2 2022Q2 20221
CXI Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
External links

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