VANGUARD INTL EQUITY INDEX F shareholder history

Current and past VANGUARD INTL EQUITY INDEX F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 202386
Citadel Advisors 1410.00%0.00%0.01%Q3 2014Q3 202348
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
Tortoise Investment Management, LLC 44440.01%0.01%0.02%Q4 2012Q3 202344
Freedom Investment Management, Inc. 43430.05%0.11%0.71%Q1 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.06%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.05%0.12%0.38%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.08%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.25%1.04%2.34%Q2 2013Q3 202342
PARTHENON LLC 42420.34%0.51%0.66%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.09%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.02%0.03%0.04%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.02%0.55%1.56%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
GFS Advisors, LLC 42420.01%0.36%0.77%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.05%0.10%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.05%0.23%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.06%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.04%0.10%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.00%0.33%1.45%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.08%0.34%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.11%Q2 2013Q3 202342
Karpus Management, Inc. 42420.92%1.43%2.16%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42421.18%3.20%4.92%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.02%0.07%0.17%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
Smithfield Trust Co 42420.99%2.54%3.36%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.03%0.08%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.03%Q2 2013Q3 202342
ASSETMARK, INC 41410.00%0.31%1.09%Q3 2013Q3 202341
Rathbones Group PLC 3920.03%0.08%0.12%Q2 2013Q3 202341
Rehmann Capital Advisory Group 1620.01%0.09%0.19%Q4 2011Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 26140.04%0.13%0.26%Q3 2013Q3 202340
Evanson Asset Management, LLC 40400.20%0.41%0.57%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40401.26%1.71%2.20%Q4 2013Q3 202340
Blue Edge Capital, LLC 40401.69%3.80%5.88%Q4 2013Q3 202340
Hanson & Doremus Investment Management 2920.00%0.00%0.02%Q2 2013Q3 202340
US BANCORP \DE\ 3640.00%0.00%0.00%Q2 2013Q3 202340
Cutler Group LLC / CA 1110.00%0.00%0.02%Q1 2016Q3 202339
Veritable, L.P. 39390.01%0.02%0.08%Q4 2012Q2 202239
ARGI Investment Services, LLC 39390.01%0.82%4.92%Q2 2013Q4 202239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3720.01%0.09%0.16%Q4 2013Q3 202339
Portfolio Solutions, LLC 38386.44%9.19%10.56%Q2 2013Q3 202238
GLENMEDE TRUST CO NA 20180.00%0.00%0.00%Q4 2013Q3 202338
Garde Capital, Inc. 38383.20%4.54%6.19%Q2 2014Q3 202338
FACTORY MUTUAL INSURANCE CO 25120.30%0.91%1.43%Q2 2013Q3 202337
Private Advisor Group, LLC 2110.00%0.02%0.10%Q1 2014Q3 202337
STIFEL FINANCIAL CORP 37370.00%0.02%0.06%Q3 2014Q3 202337
Kistler-Tiffany Companies, LLC 37370.00%0.00%0.00%Q2 2014Q2 202337
Covington Capital Management 3070.01%0.05%0.27%Q2 2013Q3 202237
MOLLER WEALTH PARTNERS 2920.19%3.24%10.24%Q2 2013Q3 202337
BTC Capital Management, Inc. 21150.10%0.13%0.15%Q3 2014Q3 202336
UBS Group AG 36360.02%0.03%0.06%Q4 2014Q3 202336
Ifrah Financial Services, Inc. 35350.04%0.23%0.44%Q2 2013Q4 202135
CAPITAL MANAGEMENT CORP /VA 35350.07%0.15%0.32%Q2 2013Q4 202135
Perkins Coie Trust Co 35350.02%0.11%0.22%Q4 2013Q2 202235
FMR LLC 2710.00%0.00%0.00%Q4 2013Q3 202335
NORTHERN TRUST CORP 3210.00%0.00%0.00%Q3 2014Q3 202335
AMERIPRISE FINANCIAL INC 2810.00%0.00%0.00%Q2 2013Q3 202335
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 34340.20%0.31%0.54%Q2 2013Q3 202134
Alexandria Capital, LLC 34340.26%1.63%3.69%Q2 2013Q3 202134
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.13%0.30%Q2 2015Q3 202334
NEW ENGLAND ASSET MANAGEMENT INC 34340.02%0.04%0.06%Q2 2013Q3 202134
Versant Capital Management, Inc 33330.51%1.48%3.11%Q4 2015Q4 202333
Janney Montgomery Scott LLC 33330.15%0.54%1.40%Q3 2015Q3 202333
WestEnd Advisors, LLC 33330.02%2.55%7.76%Q3 2015Q3 202333
STEPHENS INC /AR/ 33330.03%0.04%0.07%Q3 2015Q3 202333
STATE STREET CORP 2420.00%0.01%0.01%Q2 2013Q3 202333
CUMBERLAND ADVISORS INC 2010.06%0.25%3.19%Q1 2015Q3 202333
FIFTH THIRD BANCORP 3210.00%0.01%0.02%Q1 2014Q3 202333
Haverford Trust Co 32320.47%0.99%1.46%Q4 2015Q3 202332
HighTower Advisors, LLC 1740.00%0.09%0.28%Q2 2015Q3 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 2570.00%0.01%0.03%Q2 2013Q3 202332
MCF Advisors LLC 2410.00%0.01%0.01%Q3 2013Q3 202332
Anchor Investment Management, LLC 32320.00%0.00%0.01%Q1 2016Q4 202332
RAYMOND JAMES & ASSOCIATES 31310.00%0.07%0.23%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
JOHNSON INVESTMENT COUNSEL INC 31310.01%0.04%0.15%Q1 2016Q3 202331
Harel Insurance Investments & Financial Services Ltd. 1570.01%8.13%24.29%Q4 2015Q3 202330
Hudock, Inc. 2280.00%0.02%0.06%Q1 2015Q3 202230
Tower Research Capital LLC (TRC) 2130.00%0.01%0.28%Q1 2015Q3 202330
Capital Advantage, Inc. 16130.09%3.19%5.30%Q2 2015Q3 202229
Brinker Capital Investments, LLC 2720.00%0.41%0.76%Q2 2013Q1 202229
JANE STREET GROUP, LLC 810.00%0.03%0.15%Q1 2014Q3 202329
BARCLAYS PLC 1760.00%0.00%0.00%Q2 2013Q1 202329
SCHRODER INVESTMENT MANAGEMENT GROUP 2020.00%0.00%0.01%Q2 2015Q3 202329
BlackRock Inc. 2310.00%0.00%0.00%Q4 2015Q3 202328
CWM, LLC 1910.00%0.00%0.00%Q4 2015Q3 202328
GenTrust, LLC 28282.26%6.09%8.35%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.29%0.66%1.29%Q4 2016Q3 202328
Oliver Luxxe Assets LLC 28280.55%1.64%4.12%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 2620.00%0.29%2.96%Q3 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 2440.00%0.01%0.04%Q3 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
MATHER GROUP, LLC. 28280.28%6.25%8.02%Q4 2016Q3 202328
MCMILLION CAPITAL MANAGEMENT INC 27271.35%1.64%2.03%Q4 2016Q2 202327
SIGNATUREFD, LLC 1410.00%0.00%0.00%Q2 2013Q3 202327
Global Retirement Partners, LLC 2070.00%0.00%0.01%Q4 2016Q3 202327
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.00%Q2 2013Q2 202027
Bartlett & Co. LLC 2610.00%0.00%0.00%Q2 2013Q1 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.04%0.13%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
SALEM INVESTMENT COUNSELORS INC 1880.01%0.18%0.42%Q2 2015Q3 202326
Haverford Financial Services, Inc. 26260.08%0.11%0.15%Q2 2017Q3 202326
FLOW TRADERS U.S. LLC 410.01%0.47%1.25%Q1 2014Q3 202326
Proficio Capital Partners LLC 15110.04%0.09%0.20%Q4 2015Q3 202326
Merriman Wealth Management, LLC 810.04%0.35%2.46%Q3 2013Q2 202325
Institute for Wealth Management, LLC. 1630.13%0.60%2.62%Q2 2015Q3 202325
AXA S.A. 25250.00%0.01%0.03%Q3 2013Q3 201925
BOK Financial Private Wealth, Inc. 25250.03%0.05%0.08%Q2 2013Q2 201925
Money Design Co.,Ltd. 25250.04%2.08%6.89%Q3 2017Q3 202325
VANGUARD GROUP INC 2220.00%0.00%0.00%Q2 2014Q2 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.10%0.21%0.56%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Homrich & Berg 24240.02%0.16%0.46%Q4 2015Q3 202124
Patriot Financial Group Insurance Agency, LLC 2310.01%0.03%0.06%Q4 2016Q4 202224
M&T BANK CORP 2130.00%0.00%0.01%Q3 2014Q4 202024
BHK Investment Advisors, LLC 24241.77%3.45%6.06%Q4 2017Q3 202324
OLD MISSION CAPITAL LLC 610.03%0.58%3.65%Q2 2015Q3 202323
Wolf Group Capital Advisors 23230.15%1.46%5.03%Q1 2018Q3 202323
BOKF, NA 23230.02%0.22%0.38%Q3 2014Q1 202023
WealthShield Partners, LLC 1490.08%0.18%0.33%Q4 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23231.30%2.85%4.88%Q1 2018Q3 202323
Verdence Capital Advisors LLC 1940.04%0.06%0.08%Q4 2017Q3 202323
Barber Financial Group, Inc. 23230.04%0.50%2.06%Q4 2016Q2 202223
Carroll Financial Associates, Inc. 920.00%0.00%0.00%Q2 2014Q4 202123
J.P. Morgan Private Wealth Advisors LLC 1020.00%0.00%0.01%Q2 2013Q3 202322
FINANCIAL LIFE ADVISORS 22220.18%0.82%2.56%Q4 2017Q1 202322
AE Wealth Management LLC 22220.01%0.02%0.13%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 910.00%0.01%0.03%Q2 2017Q3 202322
Dakota Wealth Management 22220.03%0.10%0.16%Q2 2018Q3 202322
Alley Co LLC 1750.08%0.14%0.26%Q2 2013Q4 201822
Cranberry Lake Advisors LLC 22223.68%5.68%8.73%Q2 2013Q3 201822
First Allied Advisory Services, Inc. 1610.00%0.11%0.37%Q2 2013Q1 202022
Aevitas Wealth Management, Inc. 21210.19%1.28%2.51%Q4 2017Q4 202221
AdvisorNet Financial, Inc 1830.00%0.01%0.05%Q1 2018Q3 202321
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.01%0.03%Q1 2016Q1 202221
Atria Investments, Inc 1010.03%0.37%0.90%Q2 2015Q3 202321
PRUDENTIAL PLC 21210.00%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q1 2009Q3 202320
Ironwood Financial, llc 1640.00%0.00%0.00%Q4 2014Q4 201920
Financial Gravity Asset Management, Inc. 1230.00%0.02%0.06%Q1 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.06%0.26%0.42%Q4 2018Q3 202320
Elm Partners Management LLC 20202.37%4.24%5.98%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
GOULD ASSET MANAGEMENT LLC /CA/ 10100.14%0.82%1.68%Q2 2013Q3 201820
9258 Wealth Management, LLC 20200.10%0.21%0.36%Q4 2018Q3 202320
NatWest Group plc 1550.07%1.12%2.62%Q3 2016Q3 202120
Private Wealth Advisors, LLC 20200.25%4.80%7.33%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.00%0.04%0.06%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
TrinityPoint Wealth, LLC 20200.33%0.69%1.28%Q4 2018Q3 202320
JANUS HENDERSON GROUP PLC 1190.00%0.00%0.01%Q2 2017Q2 202220
Vivaldi Capital Management LP 20200.00%0.26%2.38%Q1 2017Q4 202120
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
TD ASSET MANAGEMENT INC 19190.00%0.00%0.00%Q2 2015Q4 201919
NWAM LLC 19190.03%0.11%0.30%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Private Capital Group, LLC 19190.17%0.55%0.88%Q4 2017Q2 202219
MISSION WEALTH MANAGEMENT, LP 1810.01%0.05%0.09%Q2 2015Q2 202319
PITTENGER & ANDERSON INC 1270.00%0.04%0.08%Q2 2013Q3 201919
CAPTRUST FINANCIAL ADVISORS 1420.00%0.00%0.01%Q4 2015Q3 202319
RiverGlades Family Offices LLC 1410.64%0.99%1.16%Q3 2018Q3 202319
Montecito Bank & Trust 1350.04%0.14%0.25%Q1 2019Q4 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.04%0.09%0.12%Q1 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.30%0.53%0.88%Q1 2019Q2 202318
Evercore Wealth Management, LLC 1260.00%0.00%0.01%Q2 2013Q4 201718
SII INVESTMENTS INC/WI 18180.05%0.07%0.17%Q3 2013Q4 201718
North Forty Management, LLC 18185.84%8.14%11.65%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2015Q3 202318
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1420.19%0.53%1.74%Q4 2013Q4 201918
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
REGIONS FINANCIAL CORP 810.00%0.00%0.00%Q2 2016Q2 202317
Sigma Planning Corp 830.01%0.02%0.09%Q4 2014Q2 202217
WFG Advisors, LP 17170.00%0.02%0.08%Q2 2013Q2 201717
CPWM, LLC 1340.06%0.09%0.13%Q1 2018Q3 202217
ICONIQ Capital, LLC 17170.09%0.63%1.94%Q3 2019Q3 202317
Simplicity Solutions, LLC 1210.01%0.07%0.28%Q2 2018Q3 202317
Liberty Capital Management, Inc. 1250.28%0.42%0.54%Q2 2019Q3 202317
FIDUCIARY TRUST CO 17170.01%0.01%0.02%Q3 2019Q3 202317
TRUIST FINANCIAL CORP 1610.01%0.16%0.29%Q3 2013Q3 202317
6 Meridian 17170.58%1.01%1.25%Q4 2017Q4 202117
BESSEMER GROUP INC 1210.00%0.00%0.00%Q1 2017Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.02%0.03%Q3 2019Q3 202317
GM Advisory Group, LLC 17171.73%3.25%4.26%Q1 2016Q1 202017
WealthTrust Fairport, LLC 1610.00%4.44%6.26%Q3 2013Q1 201917
BNP PARIBAS FINANCIAL MARKETS 1310.00%0.00%0.00%Q2 2013Q2 202316
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q3 2013Q3 202316
HARRELL INVESTMENT PARTNERS, LLC 16161.41%2.43%4.31%Q4 2019Q3 202316
Crabel Capital Management, LLC 610.07%0.16%0.40%Q4 2017Q3 202316
LVW Advisors, LLC 16160.12%0.29%0.62%Q1 2019Q4 202216
Ledyard National Bank 16160.52%0.61%0.68%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16168.56%9.88%11.70%Q4 2019Q3 202316
Parkside Financial Bank & Trust 1510.00%0.00%0.00%Q3 2015Q4 202216
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q2 2017Q2 202316
Sandy Spring Bank 1510.00%0.01%0.01%Q1 2016Q2 202216
Close Asset Management Ltd 16160.00%0.00%0.01%Q4 2016Q3 202016
StoneX Group Inc. 710.03%0.20%1.42%Q4 2017Q2 202316
Lombard Odier Asset Management (Switzerland) SA 1410.02%0.75%1.39%Q4 2016Q1 202116
TWIN FOCUS CAPITAL PARTNERS, LLC 710.04%0.07%0.11%Q3 2017Q3 202316
D.A. DAVIDSON & CO. 16160.00%0.00%0.00%Q2 2013Q1 201716
Armbruster Capital Management, Inc. 1510.01%0.08%0.12%Q1 2016Q3 202316
Maryland Capital Management 810.05%0.17%0.31%Q1 2014Q4 202016
TRANSCEND CAPITAL ADVISORS, LLC 16160.20%0.39%0.74%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.06%0.12%0.21%Q4 2019Q3 202316
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
AVANTAX ADVISORY SERVICES, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Tolleson Wealth Management, Inc. 15150.57%4.62%6.53%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.13%0.18%0.23%Q1 2017Q3 202015
Transamerica Financial Advisors, Inc. 1010.00%0.03%0.14%Q2 2013Q2 201715
FLAGSHIP HARBOR ADVISORS, LLC 15150.02%0.06%0.13%Q1 2017Q3 202015
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.26%0.33%0.44%Q2 2013Q4 201615
D.B. Root & Company, LLC 15150.16%0.18%0.22%Q1 2018Q3 202115
Sowell Financial Services LLC 1010.00%0.25%0.70%Q4 2016Q1 202315
Aspire Private Capital, LLC 1140.00%0.36%1.43%Q4 2018Q2 202315
Clearstead Advisors, LLC 15150.01%0.02%0.08%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
BigSur Wealth Management LLC 15150.52%0.65%0.82%Q1 2020Q3 202315
Fieldpoint Private Securities, LLC 870.02%0.04%0.05%Q1 2018Q2 202215
Mirae Asset Global Investments Co., Ltd. 1410.00%0.02%0.06%Q3 2016Q2 202015
Yorktown Management & Research Co Inc 15150.04%0.05%0.06%Q2 2013Q4 201615
Brand Asset Management Group, Inc. 15150.12%0.16%0.21%Q2 2018Q4 202115
Princeton Global Asset Management LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
BALDWIN BROTHERS LLC/MA 15150.00%0.00%0.00%Q1 2018Q3 202115
SUNTRUST BANKS INC 14140.00%0.00%0.00%Q2 2016Q3 201914
FARMERS & MERCHANTS INVESTMENTS INC 920.00%0.00%0.01%Q2 2013Q3 202314
MYCIO WEALTH PARTNERS, LLC 1130.00%0.03%0.05%Q1 2016Q4 201914
GeoWealth Management, LLC 14140.35%0.56%1.02%Q2 2020Q3 202314
Capital Advisors, Ltd. LLC 14140.03%0.04%0.05%Q3 2018Q4 202114
Ruggie Capital Group 1010.03%0.04%0.06%Q4 2014Q4 201814
Fusion Family Wealth LLC 14140.01%0.03%0.07%Q4 2016Q1 202014
Psagot Value Holdings Ltd. 14140.00%0.01%0.02%Q2 2013Q3 201614
Dorsey & Whitney Trust CO LLC 14140.04%0.07%0.10%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
DUNCKER STREETT & CO INC 860.00%0.00%0.01%Q1 2018Q3 202114
University of Maryland Foundation, Inc. 14144.88%22.26%29.80%Q2 2020Q3 202314
Renaissance Technologies 610.00%0.00%0.00%Q2 2018Q2 202313
Advisory Services Network, LLC 620.00%0.00%0.04%Q2 2015Q1 202313
SEI INVESTMENTS CO 1110.00%0.00%0.00%Q4 2014Q1 201913
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Keel Point, LLC 710.03%0.52%1.50%Q2 2017Q3 202313
INNEALTA CAPITAL, LLC 1210.13%0.26%0.34%Q4 2019Q3 202313
VALENTINE VENTURES LLC 947.88%8.84%9.38%Q4 2014Q3 201913
Cetera Investment Advisers 1210.01%0.02%0.04%Q2 2019Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1210.00%0.00%0.00%Q2 2016Q4 201913
LEAVELL INVESTMENT MANAGEMENT, INC. 13130.28%0.34%0.38%Q1 2017Q1 202013
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
UBS ASSET MANAGEMENT AMERICAS INC 1110.00%0.00%0.00%Q4 2014Q3 201913
TIEDEMANN ADVISORS, LLC 13130.01%0.65%3.24%Q2 2018Q2 202113
BB&T SECURITIES, LLC 13130.01%0.07%0.19%Q3 2016Q3 201913
Key FInancial Inc 1210.03%0.05%0.08%Q1 2020Q3 202313
Walkner Condon Financial Advisors LLC 13131.62%2.17%3.84%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q1 202113
LifePlan Financial Group, Inc 1120.00%0.00%0.00%Q4 2013Q3 202013
IndexIQ Advisors LLC 850.01%0.16%0.28%Q1 2017Q2 202013
Bogart Wealth, LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
Capital Asset Advisory Services LLC 13130.00%0.01%0.04%Q4 2019Q4 202213
ALPHASIMPLEX GROUP, LLC 13130.26%0.52%1.30%Q4 2017Q4 202013
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2014Q3 202313
Sand Hill Global Advisors, LLC 1210.04%0.14%0.22%Q2 2013Q4 201613
Clarius Group, LLC 12120.04%0.05%0.08%Q4 2020Q3 202312
NewSquare Capital LLC 1020.00%0.04%0.08%Q4 2017Q3 202212
PEAPACK GLADSTONE FINANCIAL CORP 810.01%0.01%0.02%Q2 2017Q2 202112
Destiny Wealth Partners, LLC 12120.01%0.41%1.42%Q4 2020Q3 202312
VICTORY CAPITAL MANAGEMENT INC 660.00%0.04%0.09%Q4 2014Q3 202312
Belmont Capital, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Quantitative Advantage, LLC 621.26%2.71%5.90%Q2 2013Q1 201712
1900 WEALTH MANAGEMENT LLC 12120.44%0.62%0.69%Q4 2020Q3 202312
Harbor Advisors LLC 12120.06%0.08%0.10%Q4 2017Q3 202012
PINNACLE ASSOCIATES LTD 12120.03%0.05%0.07%Q2 2017Q1 202012
Live Your Vision, LLC 1110.04%0.04%0.04%Q3 2015Q1 201912
Efficient Advisors, LLC 12120.56%1.97%3.19%Q4 2020Q3 202312
Zeit Capital LLC 12125.52%5.89%6.18%Q4 2020Q3 202312
Avion Wealth 12120.01%0.01%0.01%Q4 2020Q3 202312
Csenge Advisory Group 12120.02%0.04%0.07%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.08%0.14%0.22%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 660.00%0.05%0.12%Q1 2014Q1 202012
BERKSHIRE ASSET MANAGEMENT LLC/PA 750.02%0.02%0.03%Q3 2019Q3 202312
CREDIT SUISSE AG/ 1010.00%0.01%0.09%Q3 2014Q4 202212
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 12120.01%0.01%0.02%Q1 2013Q4 201512
Willis Johnson & Associates, Inc. 12120.90%2.81%3.64%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
COLLECTIVE FAMILY OFFICE LLC 12120.21%0.38%0.62%Q4 2020Q3 202312
Litman Gregory Wealth Management LLC 12120.02%0.07%0.21%Q1 2017Q4 201912
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12120.00%0.01%0.02%Q3 2017Q2 202012
Fortis Advisors, LLC 12120.01%0.67%1.83%Q4 2020Q3 202312
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 12120.07%3.92%6.23%Q3 2016Q2 201912
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12120.02%0.04%0.11%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.24%0.41%0.55%Q4 2020Q3 202312
Resolute Advisors LLC 12120.12%0.47%1.84%Q4 2020Q3 202312
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
BlueSky Wealth Advisors, LLC 11110.07%0.07%0.10%Q1 2021Q3 202311
Baystate Wealth Management LLC 1010.00%0.00%0.00%Q2 2013Q3 202311
Marcum Wealth, LLC 11110.04%0.07%0.09%Q1 2021Q3 202311
Addison Advisors LLC 1010.75%0.90%1.13%Q4 2020Q3 202311
Lehman & Derafelo Financial Resources LLC 920.01%0.01%0.01%Q3 2019Q3 202211
One Charles Private Wealth Services, LLC 11110.69%1.35%2.05%Q1 2021Q3 202311
WOLVERINE ASSET MANAGEMENT LLC 910.00%0.00%0.00%Q3 2014Q3 201811
Vigilant Capital Management, LLC 11110.14%2.54%4.43%Q2 2013Q4 201511
Mercer Investments LLC 710.18%1.29%7.89%Q2 2013Q4 201611
GREENLEAF TRUST 11110.01%0.02%0.03%Q2 2017Q4 201911
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
Global Financial Private Capital, Inc 650.00%0.27%0.59%Q1 2017Q4 201911
B. Riley Wealth Advisors, Inc. 740.01%0.07%0.37%Q2 2020Q2 202311
GSB Wealth Management, LLC 11110.07%0.26%0.63%Q1 2021Q3 202311
EXENCIAL WEALTH ADVISORS, LLC 920.12%0.17%0.21%Q1 2013Q4 201511
Ratio Wealth Group 920.60%3.46%6.78%Q4 2020Q3 202311
Cetera Advisors LLC 610.01%0.03%0.06%Q1 2018Q3 202311
Pinnacle Wealth Management Advisory Group, LLC 11110.16%0.27%0.46%Q2 2017Q4 201911
Vectors Research Management, LLC 11110.00%0.00%0.01%Q3 2018Q1 202111
Belpointe Asset Management LLC 650.01%0.02%0.07%Q4 2020Q3 202311
Graypoint LLC 11110.04%0.10%0.14%Q1 2021Q3 202311
Mariner, LLC 510.00%0.01%0.02%Q3 2016Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 640.03%0.09%0.12%Q2 2013Q1 201610
Omnia Family Wealth, LLC 10100.00%0.00%0.01%Q4 2016Q1 201910
BREWIN DOLPHIN LTD 10100.01%0.04%0.07%Q1 2020Q2 202210
INR ADVISORY SERVICES LLC 710.00%0.01%0.01%Q2 2013Q1 201710
Newton One Investments LLC 10100.08%0.11%0.15%Q2 2021Q3 202310
Bell Rock Capital LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Investors Research Corp 10100.00%0.01%0.02%Q2 2021Q3 202310
Jacobi Capital Management LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
CREATIVE FINANCIAL DESIGNS INC /ADV 820.00%0.00%0.01%Q2 2020Q3 202310
Lake Point Wealth Management 520.00%0.01%0.11%Q4 2018Q2 202210
Wealthcare Advisory Partners LLC 910.00%0.00%0.02%Q1 2018Q1 202110
NEXT Financial Group, Inc 410.00%0.02%0.04%Q3 2014Q4 202110
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.09%0.15%Q1 2021Q3 202310
Regal Investment Advisors LLC 10100.01%0.01%0.02%Q2 2013Q3 201510
Vident Investment Advisory, LLC 990.02%0.05%0.12%Q2 2021Q2 20239
Qube Research & Technologies Ltd 410.00%0.01%0.02%Q4 2019Q3 20239
ENTERPRISE FINANCIAL SERVICES CORP 990.01%0.01%0.01%Q3 2013Q3 20159
AEGON USA Investment Management, LLC 993.46%4.23%5.51%Q2 2013Q2 20159
Stanford Investment Group, Inc. 990.00%0.01%0.03%Q4 2014Q4 20169
MGO ONE SEVEN LLC 810.01%0.05%0.07%Q2 2021Q3 20239
Dentgroup LLC 990.35%0.52%0.79%Q4 2021Q4 20239
Baird Financial Group, Inc. 630.00%0.03%0.04%Q4 2017Q2 20219
Ensemble Capital Management 990.39%0.48%0.55%Q2 2013Q2 20159
CVA Family Office, LLC 720.01%0.01%0.01%Q1 2021Q2 20239
Bay Harbor Wealth Management, LLC 520.00%0.07%0.22%Q4 2018Q4 20229
B. Riley Financial, Inc. 990.13%0.21%0.32%Q3 2016Q3 20189
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2018Q4 20219
Gemmer Asset Management LLC 990.03%0.04%0.04%Q2 2014Q2 20169
DAVENPORT & Co LLC 990.02%0.04%0.06%Q3 2021Q3 20239
ATTICUS WEALTH MANAGEMENT, LLC 630.08%0.25%0.61%Q4 2020Q3 20239
SG Americas Securities, LLC 210.00%0.10%0.71%Q3 2013Q4 20219
Geneva Advisors, LLC 720.00%0.01%0.01%Q2 2013Q2 20179
TD Waterhouse Canada Inc. 880.00%0.00%0.03%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Ascent Group, LLC 880.14%0.28%0.41%Q4 2021Q3 20238
Roble, Belko & Company, Inc 880.01%0.01%0.01%Q4 2016Q3 20188
CARDIFF PARK ADVISORS, LLC 880.08%0.23%0.33%Q4 2021Q3 20238
HB Wealth Management, LLC 880.05%0.09%0.18%Q4 2021Q3 20238
PFG Private Wealth Management, LLC 880.00%0.82%1.54%Q4 2021Q3 20238
WealthOne, LLC 310.00%0.10%0.13%Q4 2018Q2 20238
Ariel Investments 880.00%0.03%0.06%Q2 2013Q1 20158
Virtu KCG Holdings LLC 410.00%0.03%0.07%Q1 2014Q3 20168
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q2 2020Q3 20238
QCI ASSET MANAGEMENT INC/NY 880.00%0.00%0.00%Q2 2017Q1 20198
Realta Investment Advisors 420.02%0.05%0.09%Q1 2019Q3 20238
Darrow Company, Inc. 880.42%0.45%0.48%Q4 2021Q3 20238
Donald L. Hagan, LLC 620.03%1.12%3.81%Q4 2014Q2 20178
Allworth Financial LP 610.00%0.00%0.00%Q3 2016Q3 20238
Brouwer & Janachowski, LLC 881.69%2.30%2.81%Q3 2017Q2 20198
Latigo Investments, LLC 882.93%4.38%5.36%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.01%0.02%0.06%Q4 2021Q3 20238
Harborview Advisors, LLC 880.18%0.21%0.25%Q1 2018Q4 20198
ETFIDEA, LLC 880.47%0.53%0.58%Q4 2021Q3 20238
City State Bank 880.01%0.02%0.04%Q4 2021Q3 20238
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 530.05%0.13%0.27%Q1 2020Q3 20228
Tanager Wealth Management LLP 880.34%1.60%2.82%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 880.05%0.15%0.37%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.02%0.03%Q3 2020Q2 20228
Ausdal Financial Partners, Inc. 530.44%0.57%0.75%Q4 2015Q2 20188
CHOREO, LLC 530.01%0.04%0.06%Q1 2017Q3 20238
SAX WEALTH ADVISORS, LLC 620.04%0.08%0.14%Q4 2020Q2 20238
CENTAURUS FINANCIAL, INC. 610.01%0.06%0.18%Q1 2018Q4 20208
WESTPORT RESOURCES MANAGEMENT INC 770.00%0.00%0.00%Q4 2014Q2 20167
Sound Income Strategies, LLC 610.00%0.00%0.00%Q4 2017Q2 20237
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.00%0.01%Q1 2019Q3 20237
Comprehensive Financial Management LLC 770.56%0.73%1.06%Q4 2019Q2 20217
Verition Fund Management LLC 310.01%0.04%0.08%Q1 2016Q1 20207
PARTNERS CAPITAL INVESTMENT GROUP, LLP 410.02%0.18%0.30%Q3 2018Q3 20237
BRINKER CAPITAL INC 770.04%0.05%0.05%Q1 2017Q3 20187
Voya Financial Advisors, Inc. 210.01%0.13%0.52%Q1 2015Q1 20217
JANUS HENDERSON INVESTORS US LLC 610.00%0.00%0.00%Q2 2015Q1 20177
Morningstar Investment Services LLC 770.06%0.08%0.09%Q2 2013Q4 20147
CIBC Private Wealth Group, LLC 520.00%0.00%0.00%Q3 2017Q2 20197
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.06%0.11%0.14%Q1 2022Q3 20237
AGF INVESTMENTS INC. 520.00%0.00%0.01%Q3 2015Q2 20187
Westside Investment Management, Inc. 610.01%0.01%0.02%Q1 2017Q4 20187
SeaCrest Wealth Management, LLC 610.00%0.01%0.04%Q4 2017Q3 20207
Insight Advisors, LLC/ PA 770.08%0.09%0.12%Q4 2020Q2 20227
Sage Advisory Services, Ltd.Co. 770.77%1.57%3.89%Q3 2017Q1 20197
Kingsview Wealth Management, LLC 770.06%0.19%0.27%Q4 2017Q2 20197
Greenline Partners, LLC 770.78%2.01%3.19%Q1 2022Q3 20237
RUSSELL FRANK CO/ 770.00%0.00%0.00%Q2 2013Q4 20147
Compagnie Lombard Odier SCmA 770.00%0.14%0.17%Q3 2017Q1 20197
SIMON QUICK ADVISORS, LLC 610.00%0.01%0.01%Q1 2020Q1 20227
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.02%Q2 2013Q4 20147
Signature Financial Management, Inc. 611.96%3.63%9.21%Q2 2013Q3 20187
TOTAL INVESTMENT MANAGEMENT INC 770.07%4.72%6.95%Q2 2021Q4 20227
Capital Investment Advisory Services, LLC 770.00%0.01%0.01%Q3 2021Q1 20237
TORONTO DOMINION BANK 510.00%0.00%0.00%Q1 2017Q4 20186
ZWJ INVESTMENT COUNSEL INC 420.01%0.01%0.01%Q2 2021Q2 20236
Gradient Investments LLC 410.00%0.00%0.00%Q2 2016Q3 20236
ASPIRIANT, LLC 510.02%0.03%0.03%Q3 2016Q1 20186
Empirical Finance, LLC 410.13%0.22%0.28%Q4 2016Q4 20196
Vontobel Holding Ltd. 660.01%0.02%0.03%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.07%0.08%0.10%Q2 2022Q3 20236
Plante Moran Financial Advisors, LLC 310.00%0.24%0.42%Q2 2013Q4 20196
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.01%Q2 2014Q2 20176
GRAYHAWK INVESTMENT STRATEGIES INC. 663.70%4.66%6.38%Q2 2022Q3 20236
PARK AVENUE SECURITIES LLC 310.01%0.03%0.04%Q4 2020Q3 20236
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q2 2014Q3 20226
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
DUBUQUE BANK & TRUST CO 330.00%0.03%0.06%Q1 2014Q2 20166
UBS AG 660.02%0.04%0.04%Q2 2013Q3 20146
Convergent Wealth Advisors 660.25%0.30%0.37%Q2 2013Q3 20146
Beacon Pointe Advisors, LLC 510.00%0.01%0.02%Q1 2021Q3 20236
HOWE & RUSLING INC 310.00%0.00%0.02%Q2 2013Q4 20226
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.02%0.02%0.03%Q1 2022Q3 20236
Pinnacle Bancorp, Inc. 510.07%0.07%0.09%Q1 2017Q4 20196
Apriem Advisors 510.00%0.00%0.01%Q1 2016Q2 20186
Castleview Partners, LLC 510.00%0.03%0.08%Q1 2022Q3 20236
Edmond de Rothschild (Europe) 660.16%0.27%0.33%Q2 2015Q3 20166
Mutual Advisors, LLC 660.01%0.02%0.03%Q3 2021Q4 20226
TRUEWEALTH LLC 660.01%0.01%0.01%Q1 2019Q2 20206
Evensky & Katz LLC 660.01%0.27%1.54%Q4 2018Q1 20206
MARCUARD FAMILY OFFICE LTD 666.33%7.43%8.57%Q2 2013Q3 20146
NORTHERN CAPITAL MANAGEMENT LLC 660.18%0.20%0.22%Q3 2013Q4 20146
First Allied Asset Management, Inc. 510.04%0.60%0.94%Q2 2013Q1 20156
COLONY GROUP LLC 660.10%0.17%0.26%Q3 2014Q4 20156
Spire Wealth Management 660.00%0.00%0.01%Q2 2022Q3 20236
NATIONAL PLANNING CORP 660.01%0.13%0.21%Q3 2013Q4 20146
FIRST MANHATTAN CO. LLC. 510.00%0.00%0.00%Q2 2016Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 310.00%0.11%0.43%Q1 2015Q3 20186
Blue Trust, Inc. 660.08%0.11%0.15%Q2 2022Q3 20236
Magnus Financial Group LLC 660.05%0.06%0.08%Q4 2021Q1 20236
55I, LLC 510.02%0.12%0.43%Q2 2019Q3 20226
Tyler-Stone Wealth Management 420.01%0.01%0.01%Q1 2022Q3 20236
WESPAC Advisors, LLC 510.20%0.43%0.61%Q3 2017Q1 20196
TIFF ADVISORY SERVICES, LLC 518.00%10.92%22.02%Q4 2014Q1 20176
Advisory Services & Investments, LLC 660.76%4.06%5.30%Q1 2021Q2 20226
Financial Advocates Investment Management 310.02%0.08%0.11%Q4 2017Q4 20206
Cordasco Financial Network 550.04%0.04%0.04%Q3 2020Q3 20215
Ritter Daniher Financial Advisory LLC / DE 550.00%0.01%0.02%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 110.00%0.34%1.66%Q3 2015Q3 20235
Personal Capital Advisors Corp 550.00%0.01%0.01%Q4 2016Q4 20175
Paloma Partners Management Co 550.01%0.01%0.02%Q1 2019Q1 20205
QUANTRES ASSET MANAGEMENT Ltd 310.13%0.30%0.64%Q1 2015Q3 20175
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
IHT Wealth Management, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
JNBA Financial Advisors 410.00%0.00%0.00%Q3 2016Q4 20195
Ellevest, Inc. 310.00%0.01%0.01%Q4 2018Q1 20235
FORVIS Wealth Advisors, LLC 550.07%0.07%0.08%Q4 2014Q4 20155
Washington Trust Advisors, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
FDx Advisors, Inc. 410.01%0.19%0.46%Q1 2015Q4 20175
Allie Family Office LLC 550.37%0.41%0.46%Q4 2021Q4 20225
CULLEN/FROST BANKERS, INC. 310.00%0.01%0.01%Q1 2016Q3 20235
WealthBridge Investment Counsel Inc. 550.15%0.49%0.68%Q3 2022Q3 20235
Baldrige Asset Management LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Truadvice, LLC 310.10%0.21%0.27%Q1 2021Q4 20225
Abacus Wealth Partners, LLC 550.07%0.13%0.24%Q4 2020Q4 20215
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
SVB WEALTH LLC 320.00%0.01%0.01%Q4 2019Q4 20215
Round Table Services, LLC 550.04%0.04%0.05%Q1 2021Q1 20225
Lionsbridge Wealth Management LLC 551.31%1.46%1.58%Q4 2020Q4 20215
Lombard Odier Asset Management (Europe) Ltd 550.30%1.13%2.15%Q2 2016Q2 20175
Angeles Investment Advisors, LLC 410.13%3.36%8.54%Q4 2020Q3 20235
TD Capital Management LLC 550.00%0.01%0.01%Q2 2013Q2 20145
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
Wealthspire Advisors, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
First PREMIER Bank 320.01%0.01%0.02%Q2 2017Q2 20195
C M BIDWELL & ASSOCIATES LTD 550.05%0.05%0.06%Q4 2020Q4 20215
White Pine Investment CO 550.14%0.23%0.51%Q3 2022Q3 20235
Raleigh Capital Management Inc. 550.00%0.18%0.44%Q3 2022Q3 20235
HSBC HOLDINGS PLC 550.00%0.00%0.00%Q3 2017Q3 20185
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
EATON VANCE MANAGEMENT 410.00%0.00%0.00%Q1 2021Q3 20225
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 550.03%0.03%0.04%Q4 2019Q4 20205
MGO Private Wealth, LLC 552.29%3.76%4.73%Q3 2022Q3 20235
Founders Capital Management 550.01%0.01%0.01%Q2 2022Q2 20235
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Merit Financial Group, LLC 410.03%0.05%0.07%Q4 2017Q1 20195
Wealthquest Corp 550.14%0.15%0.16%Q4 2018Q4 20195
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Eudaimonia Partners, LLC 440.21%0.30%0.36%Q4 2020Q3 20214
BBJS FINANCIAL ADVISORS, LLC 444.11%4.39%4.66%Q4 2022Q3 20234
Klingman & Associates, LLC 440.04%0.05%0.05%Q4 2014Q3 20154
PRESILIUM PRIVATE WEALTH, LLC 445.82%6.07%6.24%Q4 2022Q3 20234
Verity Asset Management, Inc. 310.89%2.04%2.61%Q2 2017Q1 20214
IFC Holdings Incorporated/FL 440.16%0.19%0.23%Q3 2013Q2 20144
UMB Bank, n.a. 440.00%0.00%0.00%Q1 2022Q4 20224
CANANDAIGUA NATIONAL BANK & TRUST CO 440.58%0.70%0.76%Q2 2017Q1 20184
BBVA USA Bancshares, Inc. 440.01%0.06%0.13%Q2 2020Q1 20214
HBK Sorce Advisory LLC 440.02%0.03%0.04%Q4 2017Q3 20184
Kore Private Wealth LLC 220.01%0.01%0.01%Q4 2018Q1 20204
Crewe Advisors LLC 210.00%0.00%0.01%Q2 2019Q3 20234
Wealthfront Advisers LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Integris Wealth Management, LLC 442.45%4.22%4.88%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.02%0.04%Q4 2022Q3 20234
Stephens Consulting, LLC 440.05%0.06%0.06%Q1 2022Q4 20224
Prime Capital Investment Advisors, LLC 310.00%0.57%1.13%Q1 2019Q3 20234
Bleakley Financial Group, LLC 440.04%0.12%0.30%Q4 2022Q3 20234
McQueen, Ball & Associates Inc. 440.33%0.35%0.42%Q4 2015Q3 20164
Sharper & Granite LLC 440.85%0.97%1.09%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.01%0.18%0.33%Q1 2017Q4 20174
Phillips Wealth Planners LLC 441.48%1.64%1.96%Q4 2022Q3 20234
Intellectus Partners, LLC 440.03%0.03%0.03%Q3 2017Q2 20184
LEVEL FOUR FINANCIAL, LLC 440.22%0.23%0.24%Q4 2020Q3 20214
CITY NATIONAL BANK 210.00%0.00%0.01%Q3 2013Q2 20154
Financial Alternatives, Inc 440.23%0.24%0.27%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
PARK NATIONAL CORP /OH/ 440.02%0.02%0.02%Q1 2017Q4 20174
HRT FINANCIAL LP 110.01%0.01%0.02%Q2 2019Q4 20224
Main Street Research LLC 440.06%0.08%0.13%Q1 2018Q4 20184
BANK OF NOVA SCOTIA 210.00%0.01%0.02%Q1 2013Q1 20224
Fee-Only Financial Planning, L.C. 440.16%0.17%0.18%Q4 2022Q3 20234
Life Planning Partners, Inc 440.05%0.07%0.13%Q4 2021Q3 20224
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
Richard W. Paul & Associates, LLC 440.00%0.03%0.12%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.07%0.08%0.09%Q4 2022Q3 20234
BW Gestao de Investimentos Ltda. 4426.44%32.75%42.47%Q4 2014Q3 20154
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q3 2015Q2 20164
REBALANCE, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 211.49%1.73%1.95%Q1 2015Q2 20184
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q3 2019Q1 20214
COMMUNITY BANK SYSTEM, INC. 440.00%0.24%0.48%Q4 2013Q3 20144
CABOT WEALTH MANAGEMENT INC 440.05%0.06%0.06%Q2 2014Q1 20154
KMG FIDUCIARY PARTNERS, LLC 440.09%0.13%0.18%Q4 2018Q3 20194
Long Wharf Investors, Inc. 440.57%1.09%1.62%Q3 2013Q2 20144
Milestone Advisory Partners 441.98%2.32%2.64%Q4 2020Q3 20214
TOWNSQUARE CAPITAL LLC 440.02%0.02%0.03%Q3 2019Q2 20204
Colonial Trust Advisors 440.01%0.01%0.02%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
GREENWOOD CAPITAL ASSOCIATES LLC 310.22%0.75%1.52%Q1 2017Q4 20194
TCI Wealth Advisors, Inc. 210.00%0.02%0.07%Q4 2012Q4 20214
First Command Financial Services, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
MAGNOLIA CAPITAL ADVISORS LLC 221.25%1.66%1.95%Q3 2020Q3 20214
Cobble Hill Financial Services, INC 440.08%0.09%0.09%Q1 2013Q4 20134
Robertson Stephens Wealth Management, LLC 440.09%0.11%0.14%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
First Bank & Trust 440.76%0.77%0.79%Q4 2022Q3 20234
Edge Advisors, LLC 440.01%0.01%0.02%Q3 2017Q2 20184
ROPES WEALTH ADVISORS LLC 210.00%0.03%0.06%Q2 2020Q3 20224
Horizon Investments, LLC 212.45%2.96%3.32%Q1 2015Q2 20184
Trexquant Investment LP 110.01%0.01%0.01%Q4 2019Q2 20233
Global Trust Asset Management, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Clear Harbor Asset Management, LLC 110.01%0.01%0.02%Q2 2014Q3 20203
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
O'Connor Financial Group LLC 330.39%0.41%0.42%Q1 2023Q3 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Surevest, LLC 330.14%0.34%0.55%Q4 2018Q2 20193
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.01%Q4 2018Q2 20193
Quantum Financial Advisors, LLC 210.07%0.08%0.09%Q2 2022Q1 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
WMS Partners, LLC 330.14%0.14%0.14%Q2 2020Q4 20203
USA FINANCIAL FORMULAS 330.04%0.09%0.19%Q4 2017Q2 20183
Fiera Capital Corp 330.01%0.01%0.01%Q2 2015Q4 20153
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q2 2013Q1 20233
Financial Gravity Companies, Inc. 210.01%0.01%0.02%Q4 2017Q4 20183
Oak Grove Capital LLC 330.04%0.04%0.05%Q1 2018Q3 20183
Partnervest Advisory Services LLC 330.00%0.00%0.00%Q4 2013Q2 20143
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Squarepoint Ops LLC 110.00%0.01%0.02%Q2 2019Q3 20233
Financial Architects, Inc 210.00%0.00%0.00%Q3 2014Q2 20193
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.03%0.03%Q1 2021Q3 20213
KLINGENSTEIN FIELDS & CO LP 330.01%0.01%0.01%Q3 2017Q1 20183
John W. Brooker & Co., CPAs 330.01%0.02%0.03%Q4 2019Q2 20203
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Riverpoint Wealth Management Holdings, LLC 330.08%0.18%0.30%Q4 2020Q2 20213
Savior LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
KCM INVESTMENT ADVISORS LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
PINNACLE FINANCIAL PARTNERS INC 330.00%0.00%0.00%Q4 2022Q2 20233
WHITENER CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
Farther Finance Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Prospera Financial Services Inc 110.01%0.06%0.14%Q3 2020Q2 20233
Cypress Capital Management LLC (WY) 330.02%0.02%0.02%Q4 2017Q2 20183
PFS INVESTMENTS INC. 330.56%1.22%1.80%Q4 2017Q2 20183
Hightower 6M Holding, LLC 330.47%0.50%0.54%Q1 2022Q3 20223
Y-Intercept (Hong Kong) Ltd 210.02%0.04%0.08%Q3 2022Q2 20233
SouthState Corp 330.00%0.00%0.00%Q1 2022Q3 20223
JFS WEALTH ADVISORS, LLC 110.00%0.01%0.01%Q3 2018Q4 20223
Asset Dedication, LLC 330.07%0.07%0.08%Q4 2015Q2 20163
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.09%0.10%0.11%Q2 2016Q4 20163
Strategic Asset Management, LLC 330.09%0.11%0.15%Q1 2022Q3 20223
Atlantic Private Wealth, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.02%0.03%0.04%Q4 2022Q3 20233
Covestor Ltd 330.00%0.00%0.00%Q3 2022Q1 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2021Q1 20223
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.01%0.01%0.02%Q3 2014Q3 20153
Chicago Partners Investment Group LLC 210.00%0.01%0.01%Q1 2015Q1 20183
NORTHEAST INVESTMENT MANAGEMENT 330.01%0.02%0.03%Q4 2022Q2 20233
Aveo Capital Partners, LLC 210.10%0.12%0.13%Q1 2021Q4 20223
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.05%0.09%Q3 2022Q3 20233
Center For Asset Management LLC 210.16%0.19%0.23%Q1 2021Q1 20223
SIMMONS FIRST TRUST CO NA 330.20%0.28%0.31%Q1 2015Q3 20153
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
CETERA INVESTMENT MANAGEMENT LLC 210.12%0.66%1.73%Q4 2015Q1 20173
BENJAMIN EDWARDS INC 330.04%0.04%0.04%Q1 2020Q3 20203
GODSEY & GIBB, INC 210.00%0.00%0.01%Q2 2021Q3 20233
CreativeOne Wealth, LLC 210.03%0.04%0.04%Q1 2021Q4 20223
RONALD BLUE & CO LLC 330.01%0.01%0.01%Q4 2016Q2 20173
LAKE STREET ADVISORS GROUP, LLC 330.13%0.15%0.15%Q4 2017Q2 20183
INVESTMENT CENTERS OF AMERICA INC 210.07%0.09%0.11%Q3 2013Q2 20143
Cornerstone Advisors, Inc. 330.00%0.00%0.01%Q1 2020Q3 20203
Banco de Sabadell, S.A 220.01%0.01%0.01%Q4 2018Q1 20192
Rothschild & Co Wealth Management UK Ltd 220.04%0.05%0.06%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 220.00%0.01%0.01%Q4 2018Q1 20192
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
OLD MISSION CAPITAL, LLC 110.02%0.21%0.41%Q4 2016Q4 20202
Wedmont Private Capital 220.02%0.04%0.05%Q2 2023Q3 20232
Investors Capital Advisory Services 220.04%0.21%0.38%Q3 2015Q4 20152
Itau Unibanco Holding S.A. 220.01%0.01%0.01%Q3 2016Q4 20162
OPPENHEIMER ASSET MANAGEMENT INC. 220.02%0.02%0.02%Q3 2017Q4 20172
Financial Enhancement Group LLC 220.00%0.00%0.00%Q1 2019Q2 20192
O'Brien Wealth Partners LLC 220.19%0.65%1.11%Q4 2018Q1 20192
Strategic Investment Advisors / MI 110.07%0.09%0.12%Q1 2021Q4 20222
Almanack Investment Partners, LLC. 220.16%0.23%0.29%Q2 2017Q3 20172
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
RESOURCE CONSULTING GROUP INC 220.24%0.24%0.25%Q4 2021Q1 20222
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Private Ocean, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Polaris Wealth Advisory Group, LLC 220.02%0.02%0.02%Q4 2013Q1 20142
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Clear Perspective Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Portland Global Advisors LLC 220.32%0.32%0.32%Q2 2014Q3 20142
Kovack Advisors, Inc. 220.05%0.05%0.05%Q4 2017Q1 20182
Community Bank, N.A. 110.00%0.00%0.00%Q4 2014Q4 20202
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
North Star Investment Management Corp. 220.00%0.00%0.00%Q1 2014Q2 20142
Regent Investment Management LLC 110.26%0.38%0.50%Q4 2015Q2 20172
Glassman Wealth Services 220.01%0.01%0.01%Q2 2023Q3 20232
UG Investment Advisers Ltd. 220.15%0.18%0.20%Q4 2022Q1 20232
Archer Investment Corp 220.00%0.00%0.00%Q4 2018Q1 20192
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2014Q1 20212
Investment Research & Advisory Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
HM PAYSON & CO 110.00%0.00%0.00%Q3 2022Q1 20232
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2019Q3 20202
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20212
Carnick & Kubik, LLC 110.00%0.01%0.02%Q3 2015Q1 20162
Morningstar Investment Management LLC 221.76%2.28%2.81%Q4 2018Q1 20192
Horizon Family Wealth, Inc. 221.32%1.33%1.34%Q4 2021Q1 20222
San Luis Wealth Advisors LLC 110.04%0.19%0.35%Q3 2021Q1 20222
Granite Investment Partners, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
INVESTMENT PARTNERS, LTD. 110.15%0.16%0.17%Q4 2017Q2 20182
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Bouchey Financial Group Ltd 221.76%1.91%2.07%Q4 2013Q1 20142
Summit Trail Advisors, LLC 110.08%0.14%0.18%Q1 2018Q1 20192
Upper Left Wealth Management, LLC 220.23%0.23%0.23%Q4 2021Q1 20222
AFT, FORSYTH & COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q1 20142
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Bridgewater Advisors Inc. 220.06%0.06%0.06%Q2 2021Q3 20212
TRUST CO OF VERMONT 220.00%0.00%0.00%Q2 2022Q3 20222
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2020Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
NOTTINGHAM ADVISORS, INC. 222.45%2.59%2.72%Q4 2013Q1 20142
COMERICA BANK 110.01%0.01%0.02%Q3 2013Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.01%Q2 2023Q3 20232
Gruss & Co., LLC 226.21%6.38%6.55%Q1 2015Q2 20152
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Jefferies Group LLC 110.03%0.04%0.06%Q2 2013Q2 20142
Legacy Private Trust Co. 220.08%0.09%0.10%Q3 2013Q4 20132
Manchester Capital Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q3 2013Q3 20131
Spectrum Financial Alliance Ltd LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Glassy Mountain Advisors, Inc. 115.06%5.06%5.06%Q1 2023Q1 20231
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2015Q4 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HBW ADVISORY SERVICES LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Clean Yield Group 110.06%0.06%0.06%Q2 2016Q2 20161
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Balboa Wealth Partners 110.12%0.12%0.12%Q4 2022Q4 20221
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Charles Schwab Investment Advisory, Inc. 110.13%0.13%0.13%Q3 2019Q3 20191
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Pacifica Partners Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2015Q2 20151
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Winslow, Evans & Crocker, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
TIAA, FSB 110.00%0.00%0.00%Q2 2022Q2 20221
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Cardinal Strategic Wealth Guidance 110.01%0.01%0.01%Q3 2023Q3 20231
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
GENWORTH FINANCIAL INC 110.95%0.95%0.95%Q2 2013Q2 20131
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Aris Wealth Services, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q2 2022Q2 20221
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Genesee Capital Advisors, LLC 115.07%5.07%5.07%Q2 2021Q2 20211
MATRIX PRIVATE CAPITAL GROUP LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Epic Trust Investment Advisors, LLC 110.69%0.69%0.69%Q4 2021Q4 20211
Hayden Royal, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
First Personal Financial Services 110.00%0.00%0.00%Q1 2023Q1 20231
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Carroll Investors, Inc 110.08%0.08%0.08%Q1 2022Q1 20221
Rosenberg Matthew Hamilton 110.03%0.03%0.03%Q1 2020Q1 20201
Rocaton Investment Advisors, LLC 1110.16%10.16%10.16%Q4 2017Q4 20171
Heritage Wealth Advisors 110.00%0.00%0.00%Q3 2019Q3 20191
Moss Adams Wealth Advisors LLC 110.35%0.35%0.35%Q4 2022Q4 20221
LITTLE HOUSE CAPITAL LLC 111.54%1.54%1.54%Q1 2021Q1 20211
Winthrop Advisory Group LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
STAPP WEALTH MANAGEMENT, PLLC 110.01%0.01%0.01%Q3 2022Q3 20221
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Q3 Asset Management 111.48%1.48%1.48%Q3 2023Q3 20231
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
REGENTATLANTIC CAPITAL LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sepio Capital, LP 111.19%1.19%1.19%Q4 2018Q4 20181
Continuum Advisory, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
WATERSHED PRIVATE WEALTH LLC 110.29%0.29%0.29%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Austin Private Wealth, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
W.G. Shaheen & Associates DBA Whitney & Co 110.08%0.08%0.08%Q2 2016Q2 20161
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2023Q3 20231
Knollwood Investment Advisory, LLC 117.31%7.31%7.31%Q4 2022Q4 20221
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Alpha Cubed Investments, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Covenant Multifamily Offices, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Atomi Financial Group, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Advisory Alpha, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Blueprint Investment Partners LLC 110.19%0.19%0.19%Q2 2023Q2 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
Global Wealth Strategies & Associates 110.02%0.02%0.02%Q4 2022Q4 20221
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Legacy Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2023Q1 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Permit Capital Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Index Fund Advisors, Inc. 110.03%0.03%0.03%Q1 2023Q1 20231
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Power Corp of Canada 110.67%0.67%0.67%Q1 2022Q1 20221
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Vident Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q2 2021Q2 20211
HAZLETT, BURT & WATSON, INC. 110.02%0.02%0.02%Q1 2022Q1 20221
Global Index Advisors Inc 110.11%0.11%0.11%Q2 2014Q2 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Plan Group Financial, LLC 110.93%0.93%0.93%Q3 2023Q3 20231
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Integrated Wealth Management 110.00%0.00%0.00%Q1 2015Q1 20151
PNC Managed Account Solutions, Inc. 110.88%0.88%0.88%Q2 2021Q2 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
IAM Advisory, LLC 115.07%5.07%5.07%Q2 2021Q2 20211
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
OneAscent Financial Services LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Geneva Partners, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
QCM Cayman, Ltd. 110.32%0.32%0.32%Q4 2020Q4 20201
Faithward Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
qPULA Trading Management LP 111.02%1.02%1.02%Q4 2021Q4 20211
HEADINVEST, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Rather & Kittrell, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Zurcher Kantonalbank (Zurich Cantonalbank) 110.01%0.01%0.01%Q2 2012Q2 20121
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Rinkey Investments 110.03%0.03%0.03%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Bluefin Trading, LLC 110.10%0.10%0.10%Q3 2014Q3 20141
BAIRD ROBERT W & CO INC /WI/ 110.02%0.02%0.02%Q2 2013Q2 20131
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WealthPLAN Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Avestar Capital, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
TIEDEMANN TRUST CO 110.79%0.79%0.79%Q4 2015Q4 20151
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Milliman Financial Risk Management LLC 114.45%4.45%4.45%Q4 2015Q4 20151
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RMB Capital Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Altavista Wealth Management, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sciencast Management LP 110.24%0.24%0.24%Q3 2017Q3 20171
Grey Fox Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
OPPENHEIMER & CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
Ellsworth Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
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.