VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023114
HUNTINGTON NATIONAL BANK 36200.00%0.01%0.02%Q1 2009Q3 202358
Citadel Advisors 1110.00%0.00%0.01%Q1 2014Q3 202352
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.02%0.04%0.11%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.03%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.09%0.15%0.26%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.03%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.07%0.15%0.27%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 2030.00%0.00%0.00%Q1 2012Q3 202342
LPL Financial LLC 42420.03%0.06%0.09%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.12%1.40%2.35%Q2 2013Q3 202342
FIDUCIARY TRUST CO 41410.01%0.02%0.05%Q3 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.01%0.02%Q2 2013Q3 202341
BOKF, NA 3290.01%0.04%0.09%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3830.01%0.01%0.03%Q2 2013Q3 202341
TRUST CO OF OKLAHOMA 28133.31%4.35%5.20%Q2 2013Q3 202341
Beacon Capital Management, Inc. 40400.01%5.80%8.72%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 30100.01%0.04%0.10%Q3 2013Q3 202340
HighTower Advisors, LLC 2450.00%0.04%0.25%Q2 2013Q3 202340
Cetera Advisors LLC 1970.01%0.03%0.07%Q2 2013Q3 202340
BAILARD, INC. 3190.24%0.57%0.97%Q3 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 40400.00%0.03%0.06%Q4 2013Q3 202340
Bragg Financial Advisors, Inc 27120.02%0.04%0.07%Q2 2013Q3 202339
KCM INVESTMENT ADVISORS LLC 39390.03%0.39%1.09%Q1 2014Q3 202339
UBS Group AG 36360.00%0.05%0.08%Q4 2014Q3 202339
Bank of New York Mellon Corp 39390.00%0.00%0.00%Q1 2014Q3 202339
FMR LLC 3810.00%0.00%0.00%Q3 2013Q3 202339
AlphaMark Advisors, LLC 38380.01%0.12%0.35%Q2 2013Q3 202238
Madden Advisory Services, Inc. 3440.03%0.79%1.42%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.10%0.17%0.26%Q2 2013Q3 202238
Janney Montgomery Scott LLC 2940.01%0.05%0.17%Q3 2013Q3 202338
US BANCORP \DE\ 37370.00%0.00%0.00%Q3 2014Q3 202337
Private Advisor Group, LLC 37370.01%0.06%0.12%Q3 2014Q3 202337
Joel Isaacson & Co., LLC 25120.02%0.04%0.05%Q1 2014Q3 202337
JPMORGAN CHASE & CO 36360.00%0.00%0.02%Q4 2014Q3 202336
Cutler Group LLC / CA 1020.00%0.00%0.02%Q1 2016Q3 202336
STIFEL FINANCIAL CORP 36360.00%0.02%0.04%Q4 2014Q3 202336
LEAVELL INVESTMENT MANAGEMENT, INC. 3420.06%0.11%0.15%Q2 2010Q3 202336
OPPENHEIMER & CO INC 36360.01%0.04%0.08%Q4 2014Q3 202336
Kistler-Tiffany Companies, LLC 35350.02%0.03%0.10%Q4 2014Q2 202335
OPTIMUM INVESTMENT ADVISORS 3410.00%0.15%0.30%Q1 2015Q4 202335
Carroll Financial Associates, Inc. 35350.00%0.02%0.14%Q2 2013Q4 202135
WBH ADVISORY INC 3230.09%0.13%0.17%Q4 2014Q3 202335
Stratos Wealth Partners, LTD. 35350.03%0.24%0.62%Q1 2015Q3 202335
Tower Research Capital LLC (TRC) 2910.00%0.13%0.89%Q1 2014Q3 202335
Triangle Securities Wealth Management 3140.24%1.39%1.94%Q4 2014Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.08%Q3 2013Q3 202335
BANK OF MONTREAL /CAN/ 1610.00%0.00%0.00%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.00%0.00%0.01%Q2 2015Q3 202334
NORTHERN TRUST CORP 34340.00%0.00%0.00%Q2 2015Q3 202334
M&T BANK CORP 33330.09%0.21%1.44%Q3 2015Q3 202333
JOHNSON INVESTMENT COUNSEL INC 33330.01%0.06%0.14%Q3 2015Q3 202333
Autus Asset Management, LLC 33330.07%0.11%0.16%Q4 2014Q4 202233
VALLEY NATIONAL ADVISERS INC 17160.02%0.11%0.40%Q1 2015Q3 202333
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 32320.00%0.00%0.01%Q4 2015Q3 202332
Cetera Investment Advisers 32320.03%0.11%0.24%Q4 2015Q3 202332
BALDWIN BROTHERS LLC/MA 32320.00%0.01%0.02%Q1 2016Q4 202332
Sigma Planning Corp 31310.01%0.03%0.05%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.00%0.00%0.02%Q1 2016Q3 202331
FIFTH THIRD SECURITIES, INC. 31310.15%0.72%5.30%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.06%0.21%Q4 2015Q3 202331
Busey Bank 31310.02%0.03%0.05%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.08%Q1 2016Q3 202331
VANGUARD GROUP INC 2910.00%0.00%0.00%Q1 2014Q3 202130
NEXT Financial Group, Inc 30300.09%0.52%1.14%Q3 2014Q4 202130
Raymond James Financial Services Advisors, Inc. 1920.02%0.06%0.12%Q4 2015Q3 202330
JANE STREET GROUP, LLC 1120.00%0.01%0.06%Q1 2014Q3 202330
CWM, LLC 2280.00%0.00%0.02%Q1 2016Q3 202330
BURNEY CO/ 910.01%0.02%0.06%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.06%0.12%Q2 2013Q3 202030
Atria Investments, Inc 830.02%0.08%0.24%Q2 2013Q3 202329
Maryland Capital Management 1910.01%0.09%0.16%Q2 2013Q4 202129
Anchor Investment Management, LLC 29290.06%0.32%0.48%Q4 2016Q4 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.02%0.08%Q4 2013Q4 202029
Institute for Wealth Management, LLC. 1810.06%0.21%0.60%Q4 2013Q3 202329
ASSOCIATED BANC-CORP 18110.01%0.02%0.03%Q1 2014Q3 202329
Destination Wealth Management 29290.06%0.11%0.15%Q3 2016Q3 202329
Evanson Asset Management, LLC 28280.10%0.15%0.21%Q4 2016Q3 202328
AE Wealth Management LLC 28280.02%0.09%0.27%Q4 2016Q3 202328
Acropolis Investment Management, LLC 27270.01%0.02%0.03%Q1 2017Q3 202327
Simmons Bank 27270.04%0.05%0.06%Q1 2017Q3 202327
First PREMIER Bank 27270.02%0.04%0.06%Q1 2017Q3 202327
Quantitative Advantage, LLC 1320.64%1.65%2.24%Q2 2013Q1 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.12%Q2 2013Q4 201927
WATERS PARKERSON & CO., LLC 1440.02%0.02%0.07%Q4 2015Q3 202327
Callan Capital, LLC 27270.10%0.48%0.67%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 27270.02%0.09%0.50%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.01%0.07%Q1 2016Q3 202327
Prospera Financial Services Inc 1610.00%0.07%0.18%Q2 2013Q2 202227
Global Retirement Partners, LLC 2070.00%0.01%0.03%Q4 2016Q3 202327
PARSONS CAPITAL MANAGEMENT INC/RI 1890.02%0.03%0.04%Q1 2015Q3 202227
Exchange Capital Management, Inc. 27270.05%0.75%1.23%Q1 2017Q3 202327
Allworth Financial LP 27270.00%0.00%0.01%Q1 2017Q3 202327
Advisory Services Network, LLC 1810.01%0.04%0.12%Q4 2015Q2 202326
MASSMUTUAL TRUST CO FSB/ADV 26260.05%0.26%0.38%Q3 2017Q4 202326
SONATA CAPITAL GROUP INC 1810.11%0.17%0.29%Q2 2015Q3 202226
Ameritas Investment Partners, Inc. 1790.00%0.00%0.00%Q4 2015Q3 202326
CREDIT SUISSE AG/ 1230.00%0.00%0.01%Q1 2013Q4 202026
STEPHENS INC /AR/ 2230.01%0.02%0.09%Q2 2013Q3 202325
Westside Investment Management, Inc. 1510.18%1.13%1.62%Q4 2016Q3 202325
Asset Dedication, LLC 2110.01%0.04%0.08%Q4 2015Q2 202325
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.01%Q3 2013Q2 202325
CAPITAL CITY TRUST CO/FL 24240.34%0.52%0.68%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.13%0.27%Q4 2017Q3 202324
Front Row Advisors LLC 24240.10%0.11%0.12%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
Raab & Moskowitz Asset Management LLC 1130.08%0.11%0.12%Q2 2017Q3 202324
LINCOLN NATIONAL CORP 1610.01%0.06%0.10%Q1 2016Q3 202324
DUBUQUE BANK & TRUST CO 13100.01%0.22%0.58%Q3 2014Q4 202123
ATLAS CAPITAL ADVISORS LLC 23230.08%0.31%0.67%Q1 2018Q3 202323
Advisors Capital Management, LLC 23230.01%0.04%0.05%Q1 2018Q3 202323
CHEMICAL BANK 23230.05%0.13%0.20%Q4 2013Q2 201923
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 23230.05%0.07%0.10%Q3 2015Q1 202123
Rockefeller Capital Management L.P. 23230.02%0.03%0.06%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 23230.01%0.03%0.07%Q1 2018Q3 202323
Ledyard National Bank 23230.01%0.02%0.04%Q2 2013Q4 201823
Mutual Advisors, LLC 2030.01%0.03%0.11%Q4 2017Q3 202323
PINNACLE ASSOCIATES LTD 23230.01%0.01%0.04%Q1 2018Q3 202323
ARTHUR M. COHEN & ASSOCIATES, LLC 2110.11%0.22%0.31%Q4 2017Q3 202322
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 22220.08%0.19%0.27%Q1 2017Q2 202222
Financial Architects, Inc 1840.00%0.06%0.28%Q1 2016Q4 202122
RFG Advisory, LLC 22220.02%0.45%4.91%Q1 2017Q2 202222
Founders Capital Management 1390.01%0.01%0.02%Q1 2017Q4 202222
DEUTSCHE BANK AG\ 1660.00%0.00%0.00%Q3 2013Q3 202322
Covington Capital Management 2110.00%0.02%0.05%Q3 2016Q3 202222
WEDBUSH SECURITIES INC 22220.02%0.05%0.13%Q2 2018Q3 202322
Kingsview Wealth Management, LLC 1060.01%0.58%1.51%Q2 2017Q3 202322
RAND WEALTH, LLC 22220.75%0.82%0.96%Q2 2013Q3 201822
ATWOOD & PALMER INC 21210.00%0.00%0.00%Q3 2018Q3 202321
SUMITOMO MITSUI FINANCIAL GROUP, INC. 21210.02%0.07%0.14%Q3 2018Q3 202321
PRUDENTIAL FINANCIAL INC 21210.00%0.04%0.26%Q3 2018Q3 202321
CULLEN/FROST BANKERS, INC. 1910.00%0.01%0.01%Q4 2016Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.06%0.10%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.01%0.02%0.04%Q3 2018Q3 202321
JONES FINANCIAL COMPANIES LLLP 1410.00%0.00%0.00%Q2 2017Q3 202321
Bray Capital Advisors 20200.10%0.12%0.13%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.05%Q4 2017Q3 202220
Greytown Advisors Inc. 1310.12%1.01%2.37%Q4 2016Q1 202220
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2016Q3 202320
PFG Advisors 20200.38%0.64%0.82%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.04%1.47%2.76%Q4 2018Q3 202320
Full Sail Capital, LLC 20202.32%3.02%4.08%Q4 2018Q3 202320
DAGCO, INC. 20201.24%1.54%2.17%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
BAROMETER CAPITAL MANAGEMENT INC. 810.06%0.28%0.88%Q4 2014Q1 202120
D.A. DAVIDSON & CO. 1640.00%0.01%0.02%Q3 2016Q3 202320
Harel Insurance Investments & Financial Services Ltd. 1730.01%0.04%0.18%Q4 2015Q3 202320
Banco Santander, S.A. 1140.00%0.02%0.21%Q4 2016Q4 202219
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.02%0.07%Q4 2016Q3 202319
DUNCKER STREETT & CO INC 19190.01%0.02%0.02%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Jacobi Capital Management LLC 1450.00%0.01%0.02%Q3 2016Q3 202119
KEYBANK NATIONAL ASSOCIATION/OH 1810.00%0.00%0.00%Q3 2016Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
EDMOND DE ROTHSCHILD HOLDING S.A. 19190.01%0.11%0.85%Q2 2015Q4 201919
VISTA INVESTMENT MANAGEMENT 1630.16%0.40%0.59%Q1 2018Q3 202319
Bell Rock Capital LLC 1310.04%0.15%0.42%Q4 2016Q3 202218
NATIONAL PLANNING CORP 18180.17%0.35%0.62%Q2 2013Q3 201718
Cetera Advisor Networks LLC 1110.00%0.04%0.10%Q3 2013Q3 202318
PICTET ASSET MANAGEMENT LTD 1030.00%0.01%0.02%Q4 2014Q2 202118
Doyle Wealth Management 1710.03%0.04%0.05%Q1 2018Q3 202218
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
INTERACTIVE FINANCIAL ADVISORS, INC. 18180.05%0.37%0.98%Q2 2019Q3 202318
Brown Advisory Securities, LLC 1080.04%0.12%0.84%Q1 2018Q3 202218
INVESTMENT CENTERS OF AMERICA INC 18180.02%0.09%0.12%Q2 2013Q3 201718
Wealthcare Advisory Partners LLC 910.01%0.03%0.08%Q1 2018Q3 202318
Valeo Financial Advisors, LLC 18180.01%0.01%0.03%Q3 2017Q4 202118
Mariner, LLC 1010.00%0.02%0.03%Q3 2016Q3 202318
Parsec Financial Management, Inc. 18180.02%0.02%0.03%Q4 2018Q1 202318
Clear Harbor Asset Management, LLC 1510.02%0.23%0.35%Q1 2015Q4 202118
LexAurum Advisors, LLC 18180.15%0.17%0.22%Q2 2019Q3 202318
BB&T SECURITIES, LLC 18180.00%0.02%0.11%Q2 2015Q3 201918
TRAIN BABCOCK ADVISORS LLC 1710.11%0.13%0.17%Q2 2013Q4 201718
Financial Advocates Investment Management 1170.02%0.09%0.23%Q4 2017Q4 202218
Commonwealth Equity Services, Inc 18180.01%0.03%0.04%Q2 2013Q3 201718
CX Institutional 1440.00%0.15%0.27%Q2 2018Q2 202318
Godshalk Welsh Capital Management, Inc. 840.16%0.21%0.30%Q4 2014Q3 202317
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q2 2016Q3 202217
FormulaFolio Investments, LLC 17170.03%0.06%0.12%Q4 2015Q4 201917
COMERICA SECURITIES,INC. 1430.02%0.03%0.03%Q2 2019Q3 202317
Western Wealth Management, LLC 840.03%0.05%0.08%Q4 2018Q3 202317
Good Life Advisors, LLC 17170.04%0.07%0.10%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.00%0.01%0.01%Q3 2019Q3 202317
Kovitz Investment Group Partners, LLC 17170.01%0.06%0.12%Q3 2019Q3 202317
Renaissance Technologies 710.00%0.00%0.00%Q4 2017Q1 202317
Meristem Family Wealth, LLC 17170.10%0.15%0.18%Q1 2018Q1 202217
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1340.00%0.00%0.01%Q1 2018Q3 202317
SII INVESTMENTS INC/WI 1340.03%0.13%0.23%Q2 2013Q4 201717
WFG Advisors, LP 17170.01%0.03%0.06%Q2 2013Q2 201717
Spearhead Capital Advisors, LLC 1430.06%0.16%0.47%Q1 2018Q2 202217
EVOKE WEALTH, LLC 17170.01%0.04%0.37%Q3 2019Q3 202317
Adaptive Financial Consulting, LLC 16164.37%5.52%6.31%Q4 2019Q3 202316
Realta Investment Advisors 820.04%0.06%0.09%Q1 2019Q3 202316
Spruce Investment Advisors LLC 16161.40%6.48%14.63%Q1 2014Q4 201716
TRUIST FINANCIAL CORP 16160.01%0.02%0.02%Q4 2019Q3 202316
SUNTRUST BANKS INC 16160.00%0.01%0.01%Q4 2015Q3 201916
Capital Asset Advisory Services LLC 16160.00%0.17%0.30%Q4 2019Q3 202316
Personal Capital Advisors Corp 1510.00%0.02%0.08%Q4 2018Q4 202216
SouthState Corp 1330.00%0.01%0.06%Q3 2013Q3 202316
Cedar Brook Financial Partners, LLC 1030.06%0.09%0.11%Q2 2019Q3 202316
Lenox Wealth Advisors, LLC 16160.01%0.01%0.01%Q2 2018Q1 202216
PROFFITT & GOODSON INC 16160.00%0.00%0.00%Q3 2018Q2 202216
FIRST TRUST ADVISORS LP 1150.00%0.00%0.01%Q2 2014Q2 202216
IndexIQ Advisors LLC 16160.00%0.01%0.03%Q4 2015Q3 201916
Carmichael Hill & Associates, Inc. 16160.01%0.06%0.12%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.91%2.76%3.47%Q4 2019Q3 202316
CENTRAL TRUST Co 970.00%0.00%0.00%Q3 2015Q3 202316
OneDigital Investment Advisors LLC 1510.00%0.02%0.03%Q4 2018Q3 202316
Clarity Wealth Advisors, LLC 16162.37%2.77%3.12%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.16%1.09%1.74%Q4 2019Q3 202316
BROWN ADVISORY INC 1420.00%0.00%0.00%Q2 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.66%0.87%1.18%Q4 2019Q3 202316
Advisor Group, Inc. 15150.03%0.06%0.13%Q2 2016Q4 201915
Salomon & Ludwin, LLC 15150.65%0.80%0.97%Q1 2020Q3 202315
Wealth Alliance 15150.04%0.08%0.13%Q1 2020Q3 202315
Advisors Preferred, LLC 510.01%0.11%0.52%Q4 2013Q3 202115
SIGNATUREFD, LLC 710.00%0.00%0.00%Q1 2019Q3 202315
ROPES WEALTH ADVISORS LLC 960.02%0.04%0.06%Q3 2016Q4 202015
BESSEMER GROUP INC 510.00%0.00%0.01%Q2 2013Q3 202315
MSI Financial Services Inc 15150.02%0.05%0.12%Q2 2013Q4 201615
Towercrest Capital Management 15150.09%0.14%0.16%Q1 2020Q3 202315
Apexium Financial, LP 15150.12%0.24%0.34%Q1 2020Q3 202315
Simplicity Solutions, LLC 710.01%0.05%0.17%Q1 2017Q3 202315
Lido Advisors, LLC 1410.01%0.01%0.01%Q4 2019Q3 202315
IHT Wealth Management, LLC 960.00%0.06%0.16%Q4 2016Q3 202315
N.E.W. Advisory Services LLC 1410.43%0.56%0.74%Q4 2019Q3 202315
AMI INVESTMENT MANAGEMENT INC 15150.17%2.02%3.56%Q1 2020Q3 202315
Voya Financial Advisors, Inc. 15150.01%0.04%0.07%Q3 2017Q1 202115
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 15150.03%0.05%0.07%Q2 2019Q4 202215
Axiom Financial Strategies, LLC 15151.76%2.37%2.80%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 1230.00%0.00%0.01%Q4 2018Q3 202315
SIMPLEX TRADING, LLC 510.00%0.01%0.05%Q4 2015Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.09%0.13%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 1410.01%0.02%0.04%Q4 2018Q3 202315
Gray Wealth Management Inc. 15150.42%0.63%0.82%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.04%0.07%0.09%Q4 2019Q3 202315
BLB&B Advisors, LLC 1410.02%0.03%0.07%Q4 2019Q3 202315
Grace Capital 1220.19%0.79%2.63%Q2 2018Q4 202114
McIlrath & Eck, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Ausdal Financial Partners, Inc. 1310.01%0.20%0.27%Q4 2015Q3 202314
Csenge Advisory Group 1020.02%0.07%0.28%Q1 2018Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 950.00%0.01%0.01%Q4 2018Q3 202214
Ellis Investment Partners, LLC 14140.01%0.03%0.04%Q2 2019Q3 202214
Private Capital Group, LLC 14140.00%0.02%0.03%Q4 2017Q1 202114
Kore Private Wealth LLC 1310.03%0.11%0.25%Q4 2018Q3 202214
PRW Wealth Management LLC 510.10%0.22%0.33%Q4 2018Q3 202314
Endurance Wealth Management, Inc. 14140.02%0.03%0.04%Q2 2015Q3 201814
CUMBERLAND ADVISORS INC 14140.09%0.59%0.84%Q3 2014Q4 201714
55I, LLC 14140.08%0.35%0.88%Q2 2019Q3 202214
Rosenberg Matthew Hamilton 14140.00%0.00%0.00%Q2 2020Q3 202314
Peak Financial Management, Inc. 1010.09%0.14%0.59%Q4 2015Q3 201914
Fisher Asset Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Sanctuary Wealth Management, L.L.C. 1112.50%4.05%9.07%Q1 2010Q3 202314
Snowden Capital Advisors LLC 860.04%0.06%0.07%Q1 2020Q3 202314
INGALLS & SNYDER LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Concert Wealth Management Inc. 14140.03%0.12%0.20%Q2 2013Q3 201614
Sargent Bickham Lagudis LLC 910.00%0.01%0.01%Q3 2016Q4 202214
Praetorian Wealth Management, Inc. 760.32%1.47%2.10%Q2 2020Q3 202313
CUE ADVISORY SERVICES, INC. 13130.70%1.06%1.25%Q3 2015Q3 201813
Advisory Alpha, LLC 820.00%0.30%0.59%Q2 2015Q4 201913
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.04%0.07%Q3 2020Q3 202313
Berkeley Capital Partners, LLC 820.09%1.22%4.53%Q4 2015Q3 202313
Larson Financial Group LLC 1210.00%0.01%0.01%Q4 2019Q1 202313
RPg Family Wealth Advisory, LLC 410.01%0.04%0.43%Q2 2017Q3 202213
Equitable Holdings, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.05%0.10%0.14%Q4 2019Q3 202313
Laidlaw Wealth Management LLC 13130.07%0.25%0.51%Q3 2020Q3 202313
Key FInancial Inc 1210.08%0.11%0.14%Q1 2020Q3 202313
ADVANTAGE INVESTMENT MANAGEMENT, LLC 13130.00%0.03%0.06%Q4 2015Q4 201813
Kestra Advisory Services, LLC 13130.01%0.04%0.07%Q3 2020Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 760.00%0.02%0.03%Q2 2013Q4 201813
SevenBridge Financial Group, LLC 13130.01%0.01%0.02%Q2 2016Q2 201913
Waldron Private Wealth LLC 13130.04%0.06%0.07%Q1 2020Q1 202313
Choate Investment Advisors 13130.01%0.01%0.02%Q3 2020Q3 202313
COLLECTIVE FAMILY OFFICE LLC 12120.16%0.39%0.74%Q4 2020Q3 202312
SeaBridge Investment Advisors LLC 750.01%0.02%0.10%Q2 2013Q4 201612
CAPITAL MANAGEMENT CORP /VA 12120.07%0.09%0.10%Q2 2016Q1 201912
Ameritas Investment Company, LLC 12120.12%0.73%2.49%Q4 2018Q3 202112
SYNOVUS FINANCIAL CORP 12120.00%0.00%0.00%Q1 2020Q4 202212
Tradition Wealth Management, LLC 12120.00%0.04%0.08%Q4 2020Q3 202312
CORBYN INVESTMENT MANAGEMENT INC/MD 12120.13%0.20%0.30%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.07%0.34%0.75%Q4 2020Q3 202312
RBA Wealth Management, LLC 840.29%0.39%0.45%Q1 2020Q3 202312
First Horizon Advisors, Inc. 1020.00%0.00%0.02%Q3 2018Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Bison Wealth, LLC 1110.08%0.10%0.13%Q2 2015Q2 202212
GPS Wealth Strategies Group, LLC 930.02%0.16%0.42%Q3 2020Q3 202312
Magnus Financial Group LLC 840.03%0.05%0.09%Q1 2019Q1 202212
MARSHALL WACE, LLP 310.00%0.00%0.01%Q1 2018Q2 202312
DIXON HUBARD FEINOUR & BROWN INC/VA 610.03%0.24%0.36%Q3 2013Q1 202212
WEALTHSOURCE PARTNERS, LLC 930.02%0.05%0.15%Q2 2019Q2 202212
Main Street Financial Solutions, LLC 12120.18%0.23%0.31%Q4 2020Q3 202312
HOWE & RUSLING INC 1010.00%0.01%0.01%Q1 2018Q3 202312
Integrated Wealth Concepts LLC 1110.01%0.03%0.06%Q3 2019Q3 202312
FAS Wealth Partners, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
KWMG, LLC 12120.37%0.42%0.45%Q4 2020Q3 202312
Visionary Asset Management, Inc. 930.19%0.92%1.18%Q4 2014Q3 201812
SG Americas Securities, LLC 810.00%0.03%0.07%Q1 2014Q2 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
MARINER INDEPENDENT ADVISOR NETWORK, LLC 710.12%0.27%0.76%Q2 2017Q3 202212
CCG WEALTH MANAGEMENT, LLC 660.10%0.64%1.36%Q4 2018Q1 202212
SOA Wealth Advisors, LLC. 12120.02%0.03%0.03%Q4 2020Q3 202312
Fort Point Capital Partners LLC 12120.03%0.07%0.15%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.04%Q4 2020Q3 202312
Krilogy Financial LLC 12120.03%0.07%0.13%Q2 2020Q1 202312
Venture Visionary Partners LLC 12120.02%0.05%0.07%Q4 2020Q3 202312
Windham Capital Management, LLC 810.03%0.08%0.20%Q2 2016Q2 202312
MORGAN JESS S & CO INC 12122.93%3.19%3.72%Q4 2019Q3 202212
Bradley & Co. Private Wealth Management, LLC 11110.03%0.03%0.03%Q1 2021Q3 202311
NORTHSTAR ASSET MANAGEMENT Co LLC 11110.06%0.15%0.19%Q1 2021Q3 202311
Clearstead Advisors, LLC 11110.00%0.02%0.08%Q1 2021Q3 202311
Orion Capital Management LLC 1010.11%0.14%0.18%Q4 2020Q3 202311
Secure Asset Management, LLC 11110.09%0.14%0.19%Q1 2021Q3 202311
MISSION WEALTH MANAGEMENT, LP 11110.01%0.02%0.02%Q1 2021Q3 202311
C M BIDWELL & ASSOCIATES LTD 11110.00%0.00%0.00%Q1 2021Q3 202311
Chevy Chase Trust Holdings, LLC 710.00%0.00%0.00%Q1 2016Q3 202211
MATRIX PRIVATE CAPITAL GROUP LLC 11110.40%0.60%1.14%Q4 2019Q2 202211
GREENLEAF TRUST 11110.01%0.02%0.03%Q2 2017Q4 201911
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.02%0.03%0.03%Q4 2018Q3 202111
CT Financial Advisors LLC 1010.03%0.03%0.04%Q1 2014Q1 201711
Capital Wealth Alliance, LLC 11110.27%0.60%1.02%Q2 2020Q4 202211
EXCHANGE TRADED CONCEPTS, LLC 830.02%1.42%7.10%Q2 2020Q4 202311
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.02%Q2 2014Q2 202311
TIAA, FSB 650.01%0.01%0.03%Q3 2020Q2 202311
Spire Wealth Management 11110.38%0.59%0.84%Q1 2021Q3 202311
NewEdge Advisors, LLC 430.01%0.03%0.07%Q1 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.03%0.03%0.03%Q4 2016Q2 201911
First National Bank of South Miami 740.05%0.06%0.07%Q4 2018Q4 202211
EVERETT HARRIS & CO /CA/ 11110.01%0.01%0.01%Q1 2020Q3 202211
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2020Q3 202211
Bay Harbor Wealth Management, LLC 11110.09%0.11%0.13%Q1 2021Q3 202311
TAP Consulting, LLC 10100.20%1.36%2.93%Q3 2019Q4 202110
Portfolio Strategies, Inc. 10100.32%1.67%2.52%Q2 2020Q3 202210
B. Riley Wealth Management, Inc. 610.00%0.06%0.24%Q1 2014Q2 202210
Accel Wealth Management 10100.03%0.08%0.12%Q4 2020Q1 202310
Pallas Capital Advisors LLC 10100.02%0.08%0.30%Q2 2021Q3 202310
CORBETT ROAD CAPITAL MANAGEMENT, LLC 910.94%1.49%2.14%Q4 2019Q2 202210
MERCER GLOBAL ADVISORS INC /ADV 10100.01%0.01%0.01%Q2 2021Q3 202310
DAVENPORT & Co LLC 520.00%0.00%0.00%Q2 2019Q3 202310
SPINNAKER TRUST 730.02%0.02%0.02%Q3 2020Q3 202310
Financial Insights, Inc. 910.19%0.22%0.26%Q4 2019Q2 202210
CVA Family Office, LLC 730.02%0.02%0.03%Q4 2020Q2 202310
CAPITAL ADVISORS INC/OK 10100.01%0.01%0.02%Q2 2021Q3 202310
Sound View Wealth Advisors Group, LLC 10100.04%0.12%0.25%Q2 2021Q3 202310
Boltwood Capital Management 640.08%0.09%0.11%Q4 2020Q4 202310
D'Orazio & Associates, Inc. 10100.01%0.01%0.01%Q1 2018Q2 202010
Bienville Capital Management, LLC 730.04%0.05%0.08%Q2 2016Q2 201910
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2017Q2 202210
ATTICUS WEALTH MANAGEMENT, LLC 10100.01%0.01%0.06%Q4 2019Q1 202210
Clark Capital Management Group, Inc. 410.03%0.11%0.26%Q4 2017Q3 202310
LPWM LLC 730.12%0.17%0.20%Q3 2020Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
North Star Investment Management Corp. 10100.00%0.00%0.00%Q1 2021Q2 202310
Sonora Investment Management, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Tatro Capital, LLC 10103.32%4.19%5.16%Q4 2019Q1 202210
Accretive Wealth Partners, LLC 10100.26%0.32%0.40%Q2 2021Q3 202310
Lehman & Derafelo Financial Resources LLC 620.01%0.02%0.02%Q3 2019Q3 202210
SVB WEALTH LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
Mascoma Wealth Management LLC 910.00%0.00%0.00%Q1 2021Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.01%0.02%0.02%Q2 2021Q3 202310
RESOURCES MANAGEMENT CORP /CT/ /ADV 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.07%0.12%Q1 2021Q3 202310
BOSTON FAMILY OFFICE LLC 10100.02%0.04%0.06%Q2 2016Q3 201810
Dentgroup LLC 990.65%0.84%1.10%Q4 2021Q4 20239
PRUDENTIAL PLC 630.00%0.01%0.02%Q2 2018Q4 20209
Brick & Kyle, Associates 990.04%0.05%0.05%Q1 2015Q1 20179
Jackson Hole Capital Partners, LLC 990.05%0.15%0.32%Q4 2018Q4 20209
WHITTIER TRUST CO OF NEVADA INC 990.00%0.00%0.00%Q3 2021Q3 20239
Wealthfront Advisers LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 720.01%0.06%0.18%Q3 2020Q3 20239
Bigelow Investment Advisors, LLC 990.46%0.52%0.66%Q4 2017Q4 20199
Aevitas Wealth Management, Inc. 990.58%0.80%0.97%Q4 2017Q4 20199
Lattice Strategies LLC 990.18%0.21%0.23%Q2 2013Q2 20159
Tranquilli Financial Advisor LLC 631.47%2.98%3.76%Q4 2020Q3 20239
Farmers & Merchants Trust Co of Chambersburg PA 990.01%0.02%0.02%Q4 2016Q4 20189
Cresset Asset Management, LLC 420.00%0.01%0.02%Q3 2020Q3 20239
WealthOne, LLC 880.10%0.12%0.16%Q4 2021Q3 20238
Timber Hill LLC 410.00%0.06%0.23%Q1 2014Q4 20178
EPG Wealth Management LLC 530.01%0.01%0.01%Q3 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
IFC Holdings Incorporated/FL 880.05%0.10%0.13%Q1 2016Q4 20178
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.10%0.11%0.12%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
PGIM Custom Harvest LLC 440.50%1.86%3.57%Q4 2020Q3 20238
ASSETMARK, INC 610.00%0.00%0.00%Q3 2019Q1 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.06%0.50%Q3 2018Q1 20218
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Gladstone Institutional Advisory LLC 880.08%0.09%0.12%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.01%Q3 2021Q2 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 610.00%0.00%0.00%Q1 2019Q1 20228
MONETARY MANAGEMENT GROUP INC 880.00%0.01%0.02%Q4 2021Q3 20238
First Capital Advisors Group, LLC. 880.14%0.29%0.54%Q4 2016Q3 20188
COURIER CAPITAL LLC 880.18%0.19%0.20%Q1 2018Q4 20198
JMAC ENTERPRISES LLC 880.38%0.61%1.18%Q4 2021Q3 20238
Moloney Securities Asset Management, LLC 710.06%0.11%0.14%Q4 2019Q1 20228
Retirement Group, LLC 710.00%0.04%0.07%Q4 2019Q4 20218
Integrity Financial Corp /WA 880.13%0.14%0.17%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
American Financial Network Advisory Services LLC 530.11%0.36%0.81%Q3 2017Q3 20198
HORIZON BANCORP INC /IN/ 440.13%0.38%0.62%Q4 2019Q3 20238
Tower View Wealth Management LLC 880.13%0.31%0.41%Q2 2020Q1 20228
Houlihan Financial Resource Group, Ltd. 510.63%0.77%1.50%Q4 2019Q3 20238
MANAGED ACCOUNT ADVISORS LLC 530.00%0.02%0.05%Q2 2013Q2 20158
WEST BANCORPORATION INC 440.11%0.14%0.19%Q4 2019Q3 20228
West Branch Capital LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Qube Research & Technologies Ltd 620.00%0.00%0.00%Q3 2021Q3 20238
BANQUE PICTET & CIE SA 880.01%0.02%0.06%Q4 2013Q3 20158
Strengthening Families & Communities, LLC 880.96%2.13%2.79%Q4 2021Q3 20238
Archer Investment Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Heritage Trust Co 880.02%0.04%0.06%Q1 2017Q4 20188
Confluence Wealth Services, Inc. 880.07%0.15%0.22%Q4 2021Q3 20238
Polianta Ltd 612.76%6.48%8.76%Q1 2019Q2 20238
Congress Wealth Management LLC / DE / 880.01%0.02%0.03%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.02%Q3 2020Q3 20238
CIBC Private Wealth Group, LLC 530.00%0.05%0.08%Q4 2014Q2 20188
Ameritas Advisory Services, LLC 880.05%0.64%2.54%Q4 2021Q3 20238
Pinnacle Advisory Group, Inc. 320.02%0.03%0.05%Q3 2016Q1 20218
City State Bank 880.04%0.06%0.07%Q4 2021Q3 20238
WOODWARD DIVERSIFIED CAPITAL, LLC 530.80%0.89%1.03%Q4 2020Q3 20238
Cribstone Capital Management, LLC 530.00%0.16%0.52%Q4 2016Q4 20228
Baron Financial Group, LLC 880.02%0.02%0.03%Q3 2020Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 660.00%0.02%0.06%Q3 2021Q4 20228
Psagot Value Holdings Ltd. 520.01%0.01%0.02%Q4 2014Q3 20177
FLOW TRADERS U.S. LLC 310.00%0.10%0.26%Q4 2016Q3 20237
HAZLETT, BURT & WATSON, INC. 770.14%0.16%0.19%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.48%0.56%0.61%Q4 2019Q2 20217
Evolution Wealth Advisors, LLC 610.02%0.14%0.51%Q4 2018Q3 20237
Taikang Asset Management (Hong Kong) Co Ltd 770.10%0.34%0.60%Q4 2017Q2 20197
WESBANCO BANK INC 430.01%0.02%0.03%Q1 2017Q1 20197
One Charles Private Wealth Services, LLC 520.15%0.19%0.27%Q3 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.17%0.24%Q2 2013Q4 20147
First Personal Financial Services 770.01%0.01%0.01%Q2 2021Q4 20227
Destiny Wealth Partners, LLC 520.00%0.03%0.04%Q4 2020Q3 20227
Paragon Wealth Strategies, LLC 773.43%4.78%6.74%Q2 2020Q4 20217
ST GERMAIN D J CO INC 430.01%0.01%0.02%Q3 2020Q4 20237
Curran Financial Partners, LLC 411.85%3.05%3.59%Q4 2020Q2 20237
Virtu KCG Holdings LLC 310.01%0.04%0.10%Q3 2013Q2 20177
Visionary Wealth Advisors 770.27%0.34%0.43%Q1 2022Q3 20237
KINGS POINT CAPITAL MANAGEMENT 770.01%0.01%0.01%Q3 2020Q1 20227
TCF National Bank 770.17%0.20%0.26%Q3 2019Q1 20217
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
Parisi Gray Wealth Management 610.01%0.01%0.01%Q4 2017Q2 20217
Carnegie Capital Asset Management, LLC 770.03%0.12%0.18%Q2 2016Q4 20177
ESG Planning 770.27%2.05%3.94%Q1 2022Q3 20237
HL FINANCIAL SERVICES LLC 410.00%0.01%0.01%Q3 2014Q3 20187
MONEY CONCEPTS CAPITAL CORP 520.00%0.04%0.08%Q4 2020Q4 20227
Smith, Salley & Associates 610.02%0.02%0.02%Q4 2020Q2 20237
Red Tortoise LLC 430.12%0.15%0.19%Q3 2021Q3 20237
Charter Oak Capital Management, LLC 770.13%0.16%0.18%Q4 2020Q2 20227
CHATHAM CAPITAL GROUP, INC. 770.07%0.18%0.25%Q1 2021Q3 20227
Ayalon Insurance Comp Ltd. 770.00%0.00%0.01%Q3 2021Q1 20237
Beacon Capital Management, LLC 770.18%0.23%0.28%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.08%0.16%Q1 2022Q3 20237
WEATHERLY ASSET MANAGEMENT L. P. 770.06%0.06%0.06%Q1 2017Q3 20187
QCI ASSET MANAGEMENT INC/NY 610.00%0.00%0.00%Q2 2016Q1 20207
Retirement Planning Co of New England, Inc. 770.14%0.16%0.16%Q4 2021Q2 20237
TrueWealth Advisors, LLC 610.08%0.13%0.19%Q4 2020Q2 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.02%0.03%Q1 2018Q3 20197
Caprock Group, LLC 610.04%0.06%0.07%Q2 2017Q1 20207
HBW ADVISORY SERVICES LLC 610.06%0.12%0.18%Q4 2020Q3 20237
Redwood Financial Network Corp 770.30%0.50%0.61%Q1 2022Q3 20237
Investors Capital Advisory Services 430.05%0.06%0.07%Q1 2014Q4 20157
Lokken Investment Group LLC 611.26%1.47%1.69%Q1 2012Q1 20227
Veritable, L.P. 770.00%0.00%0.00%Q3 2020Q1 20227
Charles Schwab Investment Advisory, Inc. 770.11%0.14%0.17%Q2 2018Q4 20197
Round Rock Advisors, LLC 510.07%0.13%0.17%Q1 2021Q2 20236
JFS WEALTH ADVISORS, LLC 310.00%0.00%0.01%Q4 2016Q1 20236
Bouchey Financial Group Ltd 220.03%0.03%0.04%Q1 2021Q3 20236
Joule Financial, LLC 660.83%1.81%3.02%Q2 2022Q3 20236
FUKOKU MUTUAL LIFE INSURANCE Co 660.41%1.12%1.94%Q3 2014Q4 20156
Selective Wealth Management, Inc. 660.00%0.07%0.16%Q2 2021Q3 20226
COMERICA BANK 410.00%0.00%0.01%Q3 2013Q3 20236
Center for Financial Planning, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Rehmann Capital Advisory Group 330.02%0.02%0.04%Q1 2018Q3 20196
DSC Advisors, L.P. 510.29%0.62%1.28%Q4 2012Q1 20156
KESTRA PRIVATE WEALTH SERVICES, LLC 510.01%0.01%0.03%Q3 2021Q2 20236
Advisor Resource Council 410.03%0.16%0.40%Q2 2021Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
HB Wealth Management, LLC 510.02%0.02%0.02%Q4 2021Q3 20236
Antonetti Capital Management LLC 660.06%0.17%0.39%Q2 2013Q3 20146
Castle Rock Wealth Management, LLC 660.19%0.24%0.29%Q3 2021Q4 20226
Gradient Investments LLC 410.00%0.00%0.00%Q3 2016Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2021Q3 20226
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
TRUSTCORE FINANCIAL SERVICES, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q1 2017Q1 20226
COMMERCE BANK 660.01%0.01%0.02%Q4 2020Q1 20226
PEAPACK GLADSTONE FINANCIAL CORP 420.01%0.01%0.01%Q1 2015Q3 20166
SeaCrest Wealth Management, LLC 660.00%0.01%0.01%Q4 2017Q1 20196
Milestone Advisory Partners 661.11%2.77%4.26%Q3 2020Q4 20216
Bangor Savings Bank 660.00%0.01%0.01%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 660.00%0.01%0.04%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.14%0.17%0.21%Q2 2022Q3 20236
Elwood & Goetz Wealth Advisory Group, LLC 661.98%2.54%3.28%Q3 2021Q4 20226
PEOPLES BANK /OH 660.41%0.48%0.55%Q2 2018Q3 20196
Checchi Capital Advisers, LLC 660.02%0.12%0.30%Q2 2022Q3 20236
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q1 20226
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2015Q1 20186
Kinloch Capital, LLC 210.76%2.93%5.00%Q4 2020Q3 20236
UBS AG 660.03%0.03%0.04%Q2 2013Q3 20146
Polaris Wealth Advisory Group, LLC 330.01%0.02%0.03%Q2 2013Q3 20186
O'Dell Group, LLC 510.02%0.02%0.03%Q3 2021Q2 20236
COMPASS FINANCIAL ADVISORS LLC 660.56%0.61%0.68%Q4 2021Q1 20236
Bank of Marin 660.26%0.27%0.32%Q2 2022Q3 20236
Avantax Planning Partners, Inc. 410.00%0.03%0.05%Q4 2016Q3 20186
TWO SIGMA SECURITIES, LLC 210.00%0.34%2.02%Q3 2017Q3 20236
Mosaic Family Wealth, LLC 660.06%0.18%0.33%Q4 2017Q1 20196
First Bancorp, Inc /ME/ 660.70%0.95%1.12%Q2 2022Q3 20236
Financial Management Professionals, Inc. 410.02%0.89%1.63%Q2 2020Q1 20236
Belpointe Asset Management LLC 320.00%0.01%0.01%Q3 2021Q1 20235
Capital Analysts, LLC 410.00%0.06%0.15%Q4 2016Q2 20225
Sullivan, Bruyette, Speros & Blaney, LLC 410.01%0.01%0.02%Q4 2019Q1 20215
OLD MISSION CAPITAL LLC 310.01%0.08%0.31%Q1 2020Q2 20225
KENNICOTT CAPITAL MANAGEMENT LLC 550.63%0.71%0.85%Q3 2022Q3 20235
WILLIAMS JONES & ASSOCIATES LLC 550.01%0.01%0.01%Q2 2018Q2 20195
WESPAC Advisors, LLC 550.79%1.05%1.31%Q2 2013Q2 20145
Private Wealth Advisors, LLC 550.31%0.36%0.41%Q4 2018Q4 20195
BigSur Wealth Management LLC 550.14%0.15%0.16%Q4 2020Q4 20215
Texas Yale Capital Corp. 410.02%0.02%0.04%Q3 2013Q3 20155
Sound Income Strategies, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
SEAVIEW INVESTMENT MANAGERS LLC 550.24%0.71%1.27%Q1 2021Q1 20225
Royal Fund Management, LLC 410.00%0.07%0.14%Q1 2018Q3 20235
EP Wealth Advisors, LLC 410.00%0.02%0.06%Q2 2022Q3 20235
HRT FINANCIAL LP 410.01%0.04%0.06%Q1 2021Q1 20235
Berman Capital Advisors, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
TOCQUEVILLE ASSET MANAGEMENT L.P. 550.00%0.01%0.01%Q4 2018Q4 20195
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Farmers National Bank 320.01%0.01%0.01%Q4 2017Q2 20195
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q3 20235
PARK NATIONAL CORP /OH/ 550.24%0.25%0.26%Q4 2022Q4 20235
IFG Advisory, LLC 310.02%0.03%0.06%Q1 2022Q3 20235
Virtu Financial LLC 210.02%0.06%0.17%Q1 2014Q2 20185
WOLFF WIESE MAGANA LLC 550.02%0.03%0.05%Q1 2021Q1 20225
IronBridge Private Wealth, LLC 550.00%0.87%4.35%Q4 2020Q4 20215
CoreCap Advisors, LLC 550.03%0.04%0.05%Q4 2021Q4 20225
Parkside Advisors LLC 550.12%0.12%0.13%Q4 2022Q4 20235
Archford Capital Strategies, LLC 410.00%0.27%1.34%Q1 2014Q2 20165
First Command Bank 550.05%0.05%0.05%Q4 2016Q4 20175
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 410.02%0.07%0.21%Q4 2017Q1 20205
Ferris Capital, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
ROMANO BROTHERS AND COMPANY 550.06%0.07%0.08%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Robertson Stephens Wealth Management, LLC 550.03%0.04%0.06%Q3 2022Q3 20235
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 5513.43%14.23%15.18%Q4 2020Q4 20215
Harrison & Co Wealth Management, LLC 550.82%0.95%1.13%Q4 2021Q4 20225
Arkadios Wealth Advisors 320.01%0.03%0.04%Q2 2021Q3 20235
Hoover Financial Advisors, Inc. 550.00%0.00%0.01%Q2 2020Q2 20215
Transform Wealth, LLC 550.03%0.33%0.90%Q3 2020Q3 20215
First Command Financial Services, Inc. 550.04%0.05%0.05%Q4 2016Q4 20175
Bartlett & Co. LLC 550.02%0.02%0.03%Q4 2022Q4 20235
WEBSTER BANK, N. A. 320.00%0.02%0.05%Q4 2015Q2 20175
Intellectus Partners, LLC 550.02%0.33%0.48%Q4 2016Q4 20175
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2016Q2 20215
Colonial River Wealth Management, LLC 320.12%0.16%0.20%Q4 2020Q1 20225
GUARDIAN WEALTH ADVISORS, LLC / NC 410.01%0.01%0.01%Q2 2022Q3 20235
White Lighthouse Investment Management Inc. 550.20%0.24%0.26%Q3 2022Q3 20235
Merit Financial Group, LLC 310.04%0.06%0.07%Q4 2021Q3 20235
Kovack Advisors, Inc. 410.03%0.03%0.04%Q3 2020Q1 20225
Stonebridge Capital Advisors LLC 410.00%0.00%0.00%Q2 2019Q1 20235
Birchcreek Wealth Management, LLC 210.17%0.21%0.25%Q4 2020Q3 20235
Moisand Fitzgerald Tamayo, LLC 310.01%0.02%0.03%Q2 2021Q2 20224
Financial Freedom, LLC 442.76%3.59%4.07%Q4 2022Q3 20234
Lindbrook Capital, LLC 440.40%0.44%0.46%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.08%0.11%0.14%Q3 2020Q2 20214
Colonial Trust Advisors 440.00%0.00%0.01%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q3 2015Q2 20204
CITIZENS FINANCIAL GROUP INC/RI 310.01%0.01%0.01%Q1 2022Q3 20234
Wagner Wealth Management, LLC 440.05%0.05%0.06%Q4 2017Q3 20184
Y-Intercept (Hong Kong) Ltd 210.03%0.07%0.13%Q2 2021Q2 20234
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q1 2021Q4 20214
QUADRANT CAPITAL GROUP LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Perigon Wealth Management, LLC 310.02%0.02%0.02%Q4 2020Q1 20224
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%1.57%6.25%Q4 2021Q3 20224
PATHSTONE FAMILY OFFICE, LLC 310.02%0.03%0.04%Q3 2020Q3 20234
Gallacher Capital Management LLC 440.29%0.30%0.31%Q4 2022Q3 20234
ASPIRIANT HOLDINGS S3, LLC 441.24%1.33%1.42%Q1 2015Q4 20154
Moss Adams Wealth Advisors LLC 440.10%0.11%0.12%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 210.01%0.07%0.12%Q4 2017Q2 20234
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Homrich & Berg 440.02%0.03%0.03%Q4 2020Q3 20214
Avior Wealth Management, LLC 310.00%0.00%0.01%Q4 2021Q3 20234
NewSquare Capital LLC 440.00%0.00%0.01%Q4 2022Q3 20234
MERITAGE PORTFOLIO MANAGEMENT 310.43%0.59%0.65%Q2 2013Q4 20174
Olistico Wealth, LLC 441.30%1.31%1.33%Q4 2022Q3 20234
Regal Investment Advisors LLC 310.00%0.05%0.19%Q3 2013Q3 20154
ACG Wealth 440.05%0.20%0.30%Q1 2021Q4 20214
IBEX WEALTH ADVISORS 310.01%0.28%0.39%Q2 2019Q4 20214
PIERSHALE FINANCIAL GROUP, INC. 440.02%0.02%0.02%Q3 2015Q2 20164
Prime Capital Investment Advisors, LLC 220.00%0.01%0.03%Q2 2020Q3 20234
NWAM LLC 220.02%0.02%0.02%Q4 2021Q3 20234
PARK AVENUE SECURITIES LLC 310.01%0.01%0.01%Q4 2019Q1 20214
Sightline Wealth Advisors, LLC 440.21%0.55%0.76%Q2 2021Q1 20224
SCOTIA CAPITAL INC. 440.00%0.01%0.01%Q2 2015Q1 20164
FourThought Financial Partners, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Jackson Wealth Management, LLC 440.87%0.97%1.10%Q1 2021Q4 20214
IVC Wealth Advisors LLC 310.13%0.14%0.14%Q3 2021Q2 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
TCP Asset Management, LLC 440.12%0.14%0.18%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.05%0.06%0.06%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2022Q3 20234
ASPIRIANT, LLC 440.03%0.20%0.29%Q1 2016Q4 20164
Auto-Owners Insurance Co 440.64%0.70%0.74%Q4 2022Q3 20234
Sharper & Granite LLC 440.28%0.29%0.30%Q4 2022Q3 20234
InterOcean Capital Group, LLC 310.01%0.01%0.01%Q3 2022Q3 20234
OLD DOMINION CAPITAL MANAGEMENT INC 440.06%0.06%0.07%Q4 2020Q3 20214
AGF MANAGEMENT LTD 440.02%0.02%0.02%Q4 2022Q3 20234
Haverford Trust Co 310.00%0.01%0.02%Q4 2021Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 310.00%0.03%0.04%Q1 2020Q3 20234
Patriot Financial Group Insurance Agency, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Hobart Private Capital, LLC 444.02%4.51%5.65%Q4 2022Q3 20234
WealthTrust-Arizona, LLC 440.05%0.06%0.06%Q1 2018Q4 20184
Semus Wealth Partners LLC 440.29%0.35%0.39%Q4 2022Q3 20234
Montecito Bank & Trust 440.08%0.14%0.17%Q1 2017Q4 20174
USA FINANCIAL FORMULAS 440.04%0.06%0.08%Q1 2018Q4 20184
Activest Wealth Management 210.01%0.04%0.10%Q3 2021Q2 20234
BECK CAPITAL MANAGEMENT, LLC 440.22%0.24%0.27%Q1 2015Q4 20154
SP Asset Management 440.02%0.03%0.03%Q2 2021Q1 20224
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
FundX Investment Group, LLC 310.76%3.50%6.08%Q2 2013Q4 20154
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.00%Q2 2020Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Cornerstone Wealth Management, LLC 210.01%0.02%0.04%Q2 2018Q1 20193
Sandy Spring Bank 210.00%0.00%0.00%Q3 2020Q2 20223
Wilson & Boucher Capital Management, LLC 330.30%0.32%0.36%Q1 2023Q3 20233
Bleakley Financial Group, LLC 330.03%0.05%0.08%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.13%0.15%0.20%Q1 2023Q3 20233
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q2 2019Q4 20193
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.01%Q4 2020Q1 20223
Consolidated Portfolio Review Corp 330.19%0.25%0.30%Q1 2023Q3 20233
FourThought Financial, LLC 330.04%0.05%0.05%Q1 2022Q3 20223
Pathway Financial Advisors LLC 330.03%0.07%0.11%Q4 2017Q2 20183
FRONTIER INVESTMENT MGMT CO 330.36%0.37%0.39%Q3 2013Q1 20143
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
ASSET MANAGEMENT CORP /IL/ /ADV 330.54%0.59%0.66%Q2 2021Q4 20213
MACROVIEW INVESTMENT MANAGEMENT LLC 210.06%0.13%0.18%Q2 2017Q2 20213
Lebenthal Global Advisors, LLC 330.66%0.93%1.42%Q4 2021Q2 20223
Legacy Financial Strategies, LLC 330.44%0.64%0.83%Q4 2017Q2 20183
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Hefty Wealth Partners 210.04%0.04%0.04%Q4 2015Q3 20173
Golden State Wealth Management, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
WASHINGTON TRUST Co 330.00%0.00%0.00%Q1 2023Q3 20233
Elite Wealth Management, Inc. 330.03%0.26%0.47%Q4 2013Q2 20143
Hardy Reed LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Estate Counselors, LLC 210.03%0.48%1.39%Q2 2022Q1 20233
Fortis Advisors, LLC 210.01%0.16%0.24%Q2 2019Q1 20213
Frontier Wealth Management LLC 330.03%0.03%0.04%Q3 2018Q1 20193
COMERICA SECURITIES INC 330.04%0.04%0.04%Q2 2018Q4 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
US FINANCIAL ADVISORS, LLC 330.08%3.01%4.80%Q4 2015Q2 20163
StoneX Group Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
180 WEALTH ADVISORS, LLC 330.08%0.09%0.09%Q2 2020Q4 20203
MAI Capital Management 330.01%0.01%0.01%Q3 2021Q1 20223
Bogart Wealth, LLC 210.00%0.00%0.00%Q3 2018Q2 20213
Carmel Capital Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.02%Q3 2022Q3 20233
Garden State Investment Advisory Services LLC 330.09%0.09%0.10%Q1 2023Q3 20233
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.01%0.01%0.01%Q3 2018Q1 20193
Crescent Capital Consulting, LLC 330.01%0.33%0.92%Q1 2021Q3 20213
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2018Q4 20223
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2014Q3 20233
Brookstone Capital Management 210.00%0.01%0.02%Q2 2015Q3 20233
Beaumont Asset Management, L.L.C. 330.16%0.18%0.19%Q1 2023Q3 20233
Vericrest Private Wealth 330.73%0.79%0.83%Q4 2021Q2 20223
Gotham Asset Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q1 2016Q4 20233
BARINGS LLC 330.25%0.30%0.33%Q4 2020Q2 20213
Zions Bancorporation 330.00%0.00%0.00%Q1 2015Q3 20153
Koshinski Asset Management, Inc. 330.00%0.01%0.02%Q3 2021Q1 20223
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q2 2022Q4 20223
Ascent Group, LLC 210.14%0.27%0.34%Q4 2021Q1 20233
DELTA ASSET MANAGEMENT LLC/TN 210.00%0.00%0.00%Q4 2015Q1 20193
EDMOND DE ROTHSCHILD (SUISSE) S.A. 210.01%0.10%0.16%Q3 2015Q3 20163
Cheviot Value Management, LLC 330.15%0.19%0.22%Q1 2018Q3 20183
1832 Asset Management L.P. 210.35%0.46%0.54%Q3 2014Q2 20153
F3Logic, LLC 210.02%0.17%0.30%Q1 2018Q3 20203
SCHRODER INVESTMENT MANAGEMENT GROUP 330.04%0.07%0.08%Q4 2014Q2 20153
GSA CAPITAL PARTNERS LLP 330.15%0.17%0.19%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.02%Q4 2022Q3 20233
Biltmore Capital Advisors LLC 210.04%0.06%0.08%Q4 2020Q3 20213
GeoWealth Management, LLC 330.01%0.02%0.03%Q3 2021Q1 20223
Novak Financial Planning, LLC 330.17%0.17%0.18%Q4 2020Q2 20213
Alexandria Capital, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
EverSource Wealth Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Sheaff Brock Investment Advisors, LLC 330.03%0.03%0.03%Q4 2016Q2 20173
Horan Securities, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
HBK Sorce Advisory LLC 210.02%0.02%0.02%Q4 2021Q3 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Advisors LLC 330.40%0.40%0.42%Q1 2023Q3 20233
Capital Advisory Group Advisory Services, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Independent Advisor Alliance 210.01%0.03%0.06%Q1 2017Q4 20193
Yoder Wealth Management, Inc. 330.49%0.50%0.51%Q1 2023Q3 20233
TOEWS CORP /ADV 228.13%8.13%8.13%Q1 2015Q2 20152
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
DCM Advisors, LLC 220.01%0.01%0.02%Q3 2021Q4 20212
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.01%Q1 2018Q4 20192
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.04%0.05%Q2 2016Q3 20182
Waverly Advisors, LLC 220.02%0.02%0.03%Q3 2013Q4 20132
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SILVER OAK SECURITIES, INCORPORATED 110.11%0.11%0.11%Q3 2022Q3 20232
DAVIS R M INC 110.01%0.01%0.01%Q2 2020Q4 20202
FINANCIAL COUNSELORS INC 220.00%0.00%0.01%Q3 2021Q4 20212
Freedman Financial Associates, Inc. 220.06%0.06%0.06%Q4 2020Q1 20212
PATTON ALBERTSON MILLER GROUP, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2021Q1 20222
CenterStar Asset Management, LLC 110.01%0.17%0.33%Q3 2019Q3 20192
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
Bank Pictet & Cie (Europe) AG 220.45%1.24%2.03%Q2 2015Q3 20152
STEEL GROVE CAPITAL ADVISORS, LLC 220.26%0.28%0.29%Q4 2017Q1 20182
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
Fortitude Advisory Group L.L.C. 220.04%0.04%0.05%Q4 2021Q1 20222
Fermata Advisors, LLC 220.11%0.36%0.60%Q2 2021Q3 20212
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ignite Planners, LLC 221.17%1.23%1.29%Q2 2023Q3 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.07%0.13%0.20%Q4 2019Q1 20202
Field & Main Bank 220.04%0.05%0.06%Q2 2023Q3 20232
Trinity Legacy Partners, LLC 110.20%0.46%0.72%Q4 2019Q3 20232
CMC Financial Group 220.25%0.31%0.36%Q1 2019Q2 20192
HC FINANCIAL ADVISORS INC 110.01%0.04%0.08%Q4 2021Q2 20222
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q2 20222
ProVise Management Group, LLC 110.02%0.26%0.50%Q2 2015Q4 20212
Oakworth Capital, Inc. 220.08%0.08%0.08%Q1 2016Q2 20162
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
RETIREMENT CAPITAL STRATEGIES 110.36%1.59%2.81%Q3 2020Q3 20232
Wealthspire Advisors, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20152
Laurel Wealth Advisors LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Windsor Advisory Group, LLC 220.12%0.13%0.13%Q4 2022Q1 20232
PUTNAM INVESTMENTS LLC 220.06%0.12%0.18%Q4 2016Q1 20172
FIRST NIAGARA BANK 220.11%0.12%0.13%Q2 2015Q3 20152
RPG Investment Advisory, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
BancFirst Trust & Investment Management 110.38%0.38%0.38%Q4 2021Q2 20222
Arbor Wealth Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Old North State Trust, LLC 220.06%0.06%0.07%Q3 2018Q4 20182
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q3 2021Q4 20212
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Vestpro Financial Partners, Inc. dba CPF Texas 220.10%0.14%0.17%Q2 2018Q3 20182
Glassman Wealth Services 220.01%0.01%0.01%Q1 2016Q2 20162
Focused Wealth Management, Inc 220.01%0.03%0.05%Q4 2015Q1 20162
360 Financial, Inc. 225.06%5.32%5.58%Q4 2019Q1 20202
CABANA LLC 229.20%10.39%11.58%Q3 2021Q4 20212
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Disciplined Investments, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
DAVIDSON INVESTMENT ADVISORS 220.87%0.90%0.92%Q3 2019Q4 20192
Ranch Capital Advisors Inc. 220.04%0.04%0.05%Q4 2019Q1 20202
Narwhal Capital Management 220.08%0.08%0.08%Q2 2017Q3 20172
Avitas Wealth Management LLC 223.00%3.18%3.37%Q2 2022Q3 20222
Manchester Capital Management LLC 220.41%0.42%0.44%Q2 2019Q3 20192
Soundwatch Capital LLC 220.03%0.04%0.06%Q3 2021Q4 20212
Boulegeris Investments, Inc. 220.15%0.15%0.15%Q4 2015Q1 20162
Grant/GrossMendelsohn, LLC 226.30%6.30%6.30%Q3 2021Q4 20212
Bristol County Savings Bank 220.39%0.43%0.47%Q3 2017Q4 20172
ROCKEFELLER FINANCIAL SERVICES INC 220.02%0.02%0.02%Q3 2017Q4 20172
GRIMES & COMPANY, INC. 110.06%0.14%0.22%Q2 2022Q4 20222
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q1 2022Q2 20222
DRW Securities, LLC 220.09%0.18%0.26%Q2 2013Q3 20132
Western Pacific Wealth Management, LP 220.18%0.18%0.18%Q4 2021Q1 20222
Truvestments Capital LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WMS Partners, LLC 110.02%0.03%0.04%Q1 2022Q1 20232
First City Capital Management, Inc. 220.01%0.01%0.01%Q3 2015Q4 20152
Crosspoint Capital Strategies, LLC 220.03%0.03%0.04%Q2 2018Q3 20182
NOVARE CAPITAL MANAGEMENT LLC 220.03%0.14%0.25%Q1 2022Q2 20222
Ifrah Financial Services, Inc. 220.13%0.13%0.13%Q2 2023Q3 20232
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2018Q2 20202
CNB Bank 220.12%0.16%0.20%Q3 2019Q4 20192
Allegiant Private Advisors, LLC 220.07%0.07%0.07%Q1 2021Q2 20212
FCA CORP /TX 220.14%0.15%0.15%Q3 2015Q4 20152
Insight Folios Inc 110.10%0.17%0.23%Q4 2019Q4 20212
Trexquant Investment LP 110.01%0.02%0.03%Q1 2020Q4 20222
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Ford Financial Group, LLC 110.00%0.01%0.01%Q2 2021Q4 20212
Idaho Trust Bank 220.95%0.96%0.98%Q2 2023Q3 20232
Bank of New Hampshire 220.00%0.00%0.00%Q2 2023Q3 20232
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Concorde Asset Management, LLC 110.18%0.24%0.30%Q3 2017Q4 20192
WJ Wealth Management, LLC 222.16%2.36%2.56%Q3 2021Q4 20212
WealthTrust Fairport, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2018Q4 20182
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.00%0.00%0.00%Q3 2015Q4 20152
Davis Capital Management 220.15%0.16%0.18%Q1 2020Q2 20202
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2015Q3 20152
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Retirement Planning Group, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Hamilton Wealth, LLC 220.11%0.12%0.13%Q4 2021Q1 20222
PagnatoKarp Partners LLC 110.14%0.19%0.24%Q2 2017Q1 20182
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q4 20132
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
DHJJ Financial Advisors, Ltd. 110.06%0.06%0.06%Q3 2023Q3 20231
Agate Pass Investment Management, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Camelot Portfolios, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Crewe Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2020Q4 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Greystone Financial Group, LLC 110.35%0.35%0.35%Q2 2021Q2 20211
Apriem Advisors 110.01%0.01%0.01%Q3 2013Q3 20131
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RiverFront Investment Group, LLC 110.08%0.08%0.08%Q4 2008Q4 20081
TD Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q3 2020Q3 20201
WESTPORT RESOURCES MANAGEMENT INC 110.00%0.00%0.00%Q3 2016Q3 20161
SkyView Investment Advisors, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
BBVA USA Bancshares, Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
Fernwood Investment Management, LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Weatherstone Capital Management 110.33%0.33%0.33%Q1 2014Q1 20141
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
NEW ENGLAND ASSET MANAGEMENT INC 110.02%0.02%0.02%Q4 2018Q4 20181
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
National Wealth Management Group, LLC 111.75%1.75%1.75%Q4 2021Q4 20211
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Patten Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
FIDUCIARY TRUST INTERNATIONAL LLC 110.02%0.02%0.02%Q4 2018Q4 20181
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Nvest Financial, LLC 111.98%1.98%1.98%Q3 2023Q3 20231
MRA Advisory Group 110.17%0.17%0.17%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q4 2018Q4 20181
WealthShield Partners, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Edmond de Rothschild (Europe) 113.05%3.05%3.05%Q3 2016Q3 20161
CGN Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Greenhouse Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Proficio Capital Partners LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
HAYS ADVISORY LLC 111.02%1.02%1.02%Q3 2018Q3 20181
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.70%0.70%0.70%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Corbenic Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2020Q4 20201
Rye Brook Capital LLC 116.10%6.10%6.10%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Elm Partners Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Fragasso Group Inc. 110.05%0.05%0.05%Q1 2020Q1 20201
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Santori & Peters, Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
FOUNDERS FINANCIAL SECURITIES LLC 110.07%0.07%0.07%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 1130.00%30.00%30.00%Q3 2016Q3 20161
Compass Financial Group, Inc. 116.73%6.73%6.73%Q4 2015Q4 20151
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pinnacle Wealth Management Advisory Group, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Marks Wealth, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
ANDERSON HOAGLAND & CO 110.85%0.85%0.85%Q2 2018Q2 20181
Kalos Management, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Danda Trouve Investment Management, Inc. 117.01%7.01%7.01%Q4 2019Q4 20191
Financial Gravity Asset Management, Inc. 110.59%0.59%0.59%Q3 2018Q3 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
EDMOND DE ROTHSCHILD (MONACO) 117.52%7.52%7.52%Q3 2016Q3 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Independence Bank of Kentucky 110.01%0.01%0.01%Q3 2020Q3 20201
United Asset Strategies, Inc. 110.64%0.64%0.64%Q4 2022Q4 20221
Walleye Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
Stearns Financial Services Group 110.00%0.00%0.00%Q2 2019Q2 20191
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Taylor & Morgan Wealth Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
WMG Financial Advisors, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Bluesphere Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Kovitz Investment Group, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.12%0.12%0.12%Q2 2019Q2 20191
Thor Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Leeward Financial Partners, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Bullseye Investment Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Clal Insurance Enterprises Holdings Ltd 110.00%0.00%0.00%Q4 2014Q4 20141
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LIBRA WEALTH LLC 110.64%0.64%0.64%Q1 2022Q1 20221
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
WIN ADVISORS, INC 111.32%1.32%1.32%Q1 2023Q1 20231
Oder Investment Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
IBERIABANK CORP 110.04%0.04%0.04%Q4 2017Q4 20171
Pension Partners, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.24%0.24%0.24%Q1 2020Q1 20201
Beaird Harris Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Ascent Wealth Partners, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Chicago Wealth Management, Inc. 111.65%1.65%1.65%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Cavalier Investments, LLC 111.02%1.02%1.02%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Retireful, LLC 110.80%0.80%0.80%Q2 2023Q2 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Moors & Cabot, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q3 2019Q3 20191
Merriman Wealth Management, LLC 110.35%0.35%0.35%Q1 2016Q1 20161
Bellwether Advisors, LLC 111.34%1.34%1.34%Q2 2023Q2 20231
MCF Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Maltin Wealth Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Apollon Wealth Management, LLC 110.25%0.25%0.25%Q2 2023Q2 20231
BSW Wealth Partners 110.14%0.14%0.14%Q4 2019Q4 20191
Charles Schwab Trust Co 110.04%0.04%0.04%Q4 2021Q4 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.02%0.02%0.02%Q4 2018Q4 20181
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2016Q3 20161
B.O.S.S. Retirement Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Stifel Trust Company, N.A. 110.01%0.01%0.01%Q3 2014Q3 20141
Vickerman Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.02%0.02%0.02%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
AXXCESS WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
LVZ, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Lighthouse Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Ground Swell Capital, LLC 111.48%1.48%1.48%Q4 2021Q4 20211
AVIVA PLC 110.41%0.41%0.41%Q3 2015Q3 20151
Segment Wealth Management, LLC 110.44%0.44%0.44%Q4 2015Q4 20151
NEXT Financial Holdings 110.73%0.73%0.73%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.20%0.20%0.20%Q1 2009Q1 20091
Stelac Advisory Services LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Windhaven Investment Management, Inc. 111.14%1.14%1.14%Q1 2018Q1 20181
Autumn Glory Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.70%0.70%0.70%Q4 2021Q4 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Wellington Shields Capital Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Canal Capital Management, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CapWealth Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
BTS Asset Management, Inc. 110.09%0.09%0.09%Q1 2022Q1 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 113.47%3.47%3.47%Q3 2016Q3 20161
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2014Q3 20141
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CPWM, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
External links

This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.