VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.00%0.00%Q2 2013Q2 2024122
Citadel Advisors 1410.00%0.00%0.01%Q1 2014Q2 202461
HUNTINGTON NATIONAL BANK 39200.00%0.01%0.02%Q1 2009Q2 202461
WELLS FARGO & COMPANY/MN 45450.00%0.02%0.04%Q2 2013Q2 202446
BANK OF AMERICA CORP /DE/ 45450.02%0.04%0.11%Q2 2013Q2 202445
GOLDMAN SACHS GROUP INC 2330.00%0.00%0.00%Q1 2012Q2 202445
FIRST FINANCIAL CORP /IN/ 45450.12%1.38%2.35%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.01%Q2 2013Q2 202445
LPL Financial LLC 45450.02%0.06%0.09%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.01%0.03%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.01%0.03%0.04%Q2 2013Q2 202445
CONDOR CAPITAL MANAGEMENT 45450.07%0.15%0.27%Q2 2013Q2 202445
WHITTIER TRUST CO 45450.00%0.00%0.02%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.01%0.03%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.01%0.01%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.02%Q2 2013Q2 202445
FIDUCIARY TRUST CO 44440.01%0.02%0.05%Q3 2013Q2 202444
RAYMOND JAMES & ASSOCIATES 4130.01%0.01%0.03%Q2 2013Q2 202444
GLENMEDE TRUST CO NA 24200.00%0.01%0.02%Q2 2013Q2 202444
BOKF, NA 32120.01%0.04%0.09%Q2 2013Q2 202444
TRUST CO OF OKLAHOMA 28163.31%4.30%5.20%Q2 2013Q2 202444
Creative Planning 3680.00%0.00%0.01%Q2 2013Q2 202444
HighTower Advisors, LLC 2450.00%0.03%0.25%Q2 2013Q2 202443
Beacon Capital Management, Inc. 43430.01%5.75%8.72%Q4 2013Q2 202443
ENVESTNET ASSET MANAGEMENT INC 43430.00%0.03%0.06%Q4 2013Q2 202443
BAILARD, INC. 3490.22%0.54%0.97%Q3 2013Q2 202443
Cambridge Investment Research Advisors, Inc. 30130.01%0.04%0.10%Q3 2013Q2 202443
Bragg Financial Advisors, Inc 30120.02%0.04%0.07%Q2 2013Q2 202442
KCM INVESTMENT ADVISORS LLC 42420.03%0.43%1.09%Q1 2014Q2 202442
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q1 2014Q2 202442
J.P. Morgan Private Wealth Advisors LLC 42420.09%0.15%0.26%Q2 2013Q3 202342
FMR LLC 4110.00%0.00%0.00%Q3 2013Q2 202442
UBS Group AG 39390.00%0.05%0.08%Q4 2014Q2 202442
Cetera Advisors LLC 1970.01%0.03%0.07%Q2 2013Q4 202341
Janney Montgomery Scott LLC 3240.01%0.05%0.17%Q3 2013Q2 202441
Madden Advisory Services, Inc. 3740.03%0.82%1.42%Q1 2014Q2 202441
Joel Isaacson & Co., LLC 28120.02%0.04%0.05%Q1 2014Q2 202440
Private Advisor Group, LLC 40400.01%0.06%0.12%Q3 2014Q2 202440
US BANCORP \DE\ 40400.00%0.00%0.00%Q3 2014Q2 202440
STIFEL FINANCIAL CORP 39390.00%0.02%0.04%Q4 2014Q2 202439
JPMORGAN CHASE & CO 39390.00%0.00%0.02%Q4 2014Q2 202439
LEAVELL INVESTMENT MANAGEMENT, INC. 3720.06%0.11%0.15%Q2 2010Q2 202439
OPPENHEIMER & CO INC 39390.01%0.04%0.08%Q4 2014Q2 202439
Stratos Wealth Partners, LTD. 38380.03%0.24%0.62%Q1 2015Q2 202438
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.02%0.08%Q3 2013Q2 202438
Tower Research Capital LLC (TRC) 3210.00%0.12%0.89%Q1 2014Q2 202438
DOWLING & YAHNKE LLC 38380.10%0.17%0.26%Q2 2013Q3 202238
WBH ADVISORY INC 3260.09%0.14%0.17%Q4 2014Q2 202438
BANK OF MONTREAL /CAN/ 1910.00%0.00%0.00%Q2 2013Q2 202438
Triangle Securities Wealth Management 3440.24%1.38%1.94%Q4 2014Q2 202438
Cutler Group LLC / CA 1020.00%0.00%0.02%Q1 2016Q4 202338
AlphaMark Advisors, LLC 38380.01%0.12%0.35%Q2 2013Q3 202238
NORTHERN TRUST CORP 37370.00%0.00%0.00%Q2 2015Q2 202437
Baird Financial Group, Inc. 37370.00%0.00%0.01%Q2 2015Q2 202437
OPTIMUM INVESTMENT ADVISORS 3610.00%0.14%0.30%Q1 2015Q2 202437
M&T BANK CORP 36360.09%0.20%1.44%Q3 2015Q2 202436
VALLEY NATIONAL ADVISERS INC 20160.02%0.10%0.40%Q1 2015Q2 202436
JOHNSON INVESTMENT COUNSEL INC 36360.01%0.05%0.14%Q3 2015Q2 202436
Kistler-Tiffany Companies, LLC 35350.02%0.03%0.10%Q4 2014Q2 202335
Carroll Financial Associates, Inc. 35350.00%0.02%0.14%Q2 2013Q4 202135
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 35350.00%0.00%0.01%Q4 2015Q2 202435
Geneos Wealth Management Inc. 34340.00%0.01%0.08%Q1 2016Q2 202434
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.00%0.00%0.02%Q1 2016Q2 202434
IFP Advisors, Inc 20140.00%0.05%0.21%Q4 2015Q2 202434
Busey Bank 34340.02%0.03%0.05%Q1 2016Q2 202434
Cetera Investment Advisers 34340.03%0.11%0.24%Q4 2015Q1 202434
BALDWIN WEALTH PARTNERS LLC/MA 34340.00%0.01%0.02%Q1 2016Q2 202434
FIFTH THIRD SECURITIES, INC. 34340.12%0.67%5.30%Q1 2016Q2 202434
JANE STREET GROUP, LLC 1130.00%0.01%0.06%Q1 2014Q2 202433
BURNEY CO/ 910.01%0.02%0.06%Q2 2013Q2 202433
Sigma Planning Corp 3120.01%0.03%0.05%Q1 2016Q2 202433
Raymond James Financial Services Advisors, Inc. 2220.02%0.05%0.12%Q4 2015Q2 202433
Autus Asset Management, LLC 33330.07%0.11%0.16%Q4 2014Q4 202233
CWM, LLC 22110.00%0.00%0.02%Q1 2016Q2 202433
Institute for Wealth Management, LLC. 2110.06%0.20%0.60%Q4 2013Q2 202432
ASSOCIATED BANC-CORP 21110.01%0.02%0.03%Q1 2014Q2 202432
Destination Wealth Management 32320.06%0.10%0.15%Q3 2016Q2 202432
Atria Investments, Inc 830.02%0.07%0.24%Q2 2013Q2 202432
AE Wealth Management LLC 31310.02%0.08%0.27%Q4 2016Q2 202431
Evanson Asset Management, LLC 31310.10%0.14%0.21%Q4 2016Q2 202431
Simmons Bank 30300.04%0.05%0.06%Q1 2017Q2 202430
WATERS PARKERSON & CO., LLC 1740.02%0.02%0.07%Q4 2015Q2 202430
Allworth Financial LP 30300.00%0.00%0.01%Q1 2017Q2 202430
Anchor Investment Management, LLC 30300.06%0.32%0.48%Q4 2016Q1 202430
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
Acropolis Investment Management, LLC 30300.01%0.02%0.03%Q1 2017Q2 202430
First PREMIER Bank 30300.02%0.04%0.06%Q1 2017Q2 202430
Global Retirement Partners, LLC 20100.00%0.01%0.03%Q4 2016Q2 202430
First Allied Advisory Services, Inc. 30300.02%0.06%0.12%Q2 2013Q3 202030
CAPTRUST FINANCIAL ADVISORS 2910.00%0.02%0.07%Q1 2016Q2 202430
Callan Capital, LLC 30300.10%0.48%0.67%Q1 2017Q2 202430
Exchange Capital Management, Inc. 30300.05%0.80%1.30%Q1 2017Q2 202430
MML INVESTORS SERVICES, LLC 30300.02%0.08%0.50%Q1 2017Q2 202430
Ameritas Investment Partners, Inc. 2090.00%0.00%0.00%Q4 2015Q2 202429
Maryland Capital Management 1910.01%0.09%0.16%Q2 2013Q4 202129
Winslow, Evans & Crocker, Inc. 29290.01%0.02%0.08%Q4 2013Q4 202029
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.01%Q3 2013Q2 202428
STEPHENS INC /AR/ 2530.01%0.02%0.09%Q2 2013Q2 202428
Prospera Financial Services Inc 1610.00%0.06%0.18%Q2 2013Q2 202428
MASSMUTUAL TRUST CO FSB/ADV 28280.05%0.26%0.38%Q3 2017Q2 202428
Westside Investment Management, Inc. 1810.18%1.18%1.63%Q4 2016Q2 202428
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.05%0.12%Q2 2013Q4 201927
AdvisorNet Financial, Inc 27270.00%0.01%0.02%Q4 2017Q2 202427
Advisory Services Network, LLC 1810.00%0.04%0.12%Q4 2015Q4 202327
PARSONS CAPITAL MANAGEMENT INC/RI 1890.02%0.03%0.04%Q1 2015Q3 202227
COMMONWEALTH EQUITY SERVICES, LLC 27270.03%0.04%0.05%Q4 2017Q2 202427
CAPITAL CITY TRUST CO/FL 27270.23%0.49%0.68%Q4 2017Q2 202427
Raab & Moskowitz Asset Management LLC 1160.07%0.10%0.12%Q2 2017Q2 202427
Quantitative Advantage, LLC 1320.64%1.65%2.24%Q2 2013Q1 202327
CENTAURUS FINANCIAL, INC. 26260.04%0.12%0.27%Q4 2017Q1 202426
EXECUTIVE WEALTH GROUP LLC 26261.21%1.59%1.99%Q4 2017Q1 202426
PINNACLE ASSOCIATES LTD 26260.01%0.01%0.04%Q1 2018Q2 202426
LINCOLN NATIONAL CORP 1630.01%0.06%0.10%Q1 2016Q1 202426
CREDIT SUISSE AG/ 1230.00%0.00%0.01%Q1 2013Q4 202026
Rockefeller Capital Management L.P. 26260.02%0.03%0.06%Q1 2018Q2 202426
ATLAS CAPITAL ADVISORS LLC 26260.08%0.34%0.67%Q1 2018Q2 202426
Steward Partners Investment Advisory, LLC 26260.01%0.03%0.07%Q1 2018Q2 202426
Advisors Capital Management, LLC 26260.01%0.04%0.05%Q1 2018Q2 202426
Front Row Advisors LLC 2420.10%0.11%0.12%Q4 2017Q2 202426
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
Kingsview Wealth Management, LLC 2060.01%0.49%1.51%Q2 2017Q2 202426
SONATA CAPITAL GROUP INC 1810.11%0.17%0.29%Q2 2015Q3 202226
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.06%0.21%0.31%Q4 2017Q2 202425
WEDBUSH SECURITIES INC 25250.01%0.05%0.13%Q2 2018Q2 202425
RFG Advisory, LLC 2230.01%0.40%4.91%Q1 2017Q2 202425
DEUTSCHE BANK AG\ 1960.00%0.00%0.00%Q3 2013Q2 202425
Asset Dedication, LLC 2110.01%0.04%0.08%Q4 2015Q2 202325
ATWOOD & PALMER INC 24240.00%0.00%0.00%Q3 2018Q2 202424
JONES FINANCIAL COMPANIES LLLP 1710.00%0.00%0.00%Q2 2017Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.02%0.06%0.11%Q3 2018Q2 202424
SUMITOMO MITSUI FINANCIAL GROUP, INC. 24240.02%0.06%0.14%Q3 2018Q2 202424
PRUDENTIAL FINANCIAL INC 24240.00%0.03%0.26%Q3 2018Q2 202424
Parallel Advisors, LLC 24240.01%0.02%0.04%Q3 2018Q2 202424
CHEMICAL BANK 23230.05%0.13%0.20%Q4 2013Q2 201923
Harel Insurance Investments & Financial Services Ltd. 1760.01%0.06%0.18%Q4 2015Q2 202423
Mutual Advisors, LLC 2030.01%0.03%0.11%Q4 2017Q3 202323
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 23230.05%0.07%0.10%Q3 2015Q1 202123
BARCLAYS PLC 13100.00%0.00%0.00%Q2 2016Q2 202423
Bray Capital Advisors 23230.10%0.12%0.13%Q4 2018Q2 202423
DUBUQUE BANK & TRUST CO 13100.01%0.22%0.58%Q3 2014Q4 202123
FinTrust Capital Advisors, LLC 23230.00%0.01%0.02%Q4 2018Q2 202423
PFG Advisors 23230.23%0.59%0.82%Q4 2018Q2 202423
Full Sail Capital, LLC 23231.22%2.81%4.08%Q4 2018Q2 202423
Founders Capital Management 1310.00%0.01%0.02%Q1 2017Q2 202423
BRANDYWINE OAK PRIVATE WEALTH LLC 23230.04%1.28%2.76%Q4 2018Q2 202423
D.A. DAVIDSON & CO. 1940.00%0.01%0.02%Q3 2016Q2 202423
Ledyard National Bank 23230.01%0.02%0.04%Q2 2013Q4 201823
Financial Architects, Inc 1840.00%0.06%0.28%Q1 2016Q4 202122
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.01%0.07%Q4 2016Q2 202422
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 22220.08%0.19%0.27%Q1 2017Q2 202222
KEYBANK NATIONAL ASSOCIATION/OH 2110.00%0.00%0.00%Q3 2016Q2 202422
Covington Capital Management 2110.00%0.02%0.05%Q3 2016Q3 202222
RAND WEALTH, LLC 22220.75%0.82%0.96%Q2 2013Q3 201822
VISTA INVESTMENT MANAGEMENT 1930.16%0.39%0.59%Q1 2018Q2 202422
DAGCO, INC. 2021.07%1.50%2.17%Q4 2018Q2 202422
Wealthcare Advisory Partners LLC 1110.01%0.04%0.08%Q1 2018Q2 202421
CULLEN/FROST BANKERS, INC. 1910.00%0.01%0.01%Q4 2016Q4 202221
INTERACTIVE FINANCIAL ADVISORS, INC. 21210.05%0.35%0.98%Q2 2019Q2 202421
LexAurum Advisors, LLC 21210.13%0.17%0.22%Q2 2019Q2 202421
Mariner, LLC 1310.00%0.02%0.03%Q3 2016Q2 202421
Williams Jones Wealth Management, LLC. 20200.00%0.01%0.01%Q3 2019Q2 202420
Godshalk Welsh Capital Management, Inc. 850.16%0.21%0.30%Q4 2014Q2 202420
American Portfolios Advisors 20200.01%0.02%0.05%Q4 2017Q3 202220
TSFG, LLC 20200.00%0.00%0.01%Q1 2019Q4 202320
Kovitz Investment Group Partners, LLC 20200.00%0.05%0.12%Q3 2019Q2 202420
CX Institutional 1420.00%0.14%0.27%Q2 2018Q2 202420
BAROMETER CAPITAL MANAGEMENT INC. 810.06%0.28%0.88%Q4 2014Q1 202120
Greytown Advisors Inc. 1310.12%1.01%2.37%Q4 2016Q1 202220
Good Life Advisors, LLC 20200.03%0.07%0.10%Q3 2019Q2 202420
Western Wealth Management, LLC 1140.02%0.04%0.08%Q4 2018Q2 202420
Renaissance Technologies 710.00%0.00%0.00%Q4 2017Q2 202419
Jacobi Capital Management LLC 1450.00%0.01%0.02%Q3 2016Q3 202119
BELLEVUE ASSET MANAGEMENT, LLC 19190.63%0.85%1.18%Q4 2019Q2 202419
Cetera Advisor Networks LLC 1210.00%0.04%0.10%Q3 2013Q4 202319
Adaptive Financial Consulting, LLC 19194.37%5.49%6.31%Q4 2019Q2 202419
EDMOND DE ROTHSCHILD HOLDING S.A. 19190.01%0.11%0.85%Q2 2015Q4 201919
CENTRAL TRUST Co 1090.00%0.00%0.00%Q3 2015Q2 202419
DUNCKER STREETT & CO INC 19190.01%0.02%0.02%Q2 2013Q4 201719
Banco Santander, S.A. 1140.00%0.02%0.21%Q4 2016Q4 202219
Capital Asset Advisory Services LLC 19190.00%0.18%0.30%Q4 2019Q2 202419
SouthState Corp 1630.00%0.01%0.06%Q3 2013Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
OneDigital Investment Advisors LLC 1810.00%0.02%0.03%Q4 2018Q2 202419
Valeo Financial Advisors, LLC 1810.01%0.01%0.03%Q3 2017Q2 202419
Carmichael Hill & Associates, Inc. 19190.01%0.06%0.12%Q4 2019Q2 202419
Centered Wealth LLC dba Miller Equity Capital Advisors 19191.91%2.83%3.47%Q4 2019Q2 202419
Clarity Wealth Advisors, LLC 19191.66%2.65%3.12%Q4 2019Q2 202419
Stonebridge Financial Planning Group, LLC 19190.16%1.03%1.74%Q4 2019Q2 202419
BROWN ADVISORY INC 1720.00%0.00%0.00%Q2 2019Q2 202419
INVESTMENT CENTERS OF AMERICA INC 18180.02%0.09%0.12%Q2 2013Q3 201718
Cedar Brook Financial Partners, LLC 1030.06%0.08%0.11%Q2 2019Q1 202418
IHT Wealth Management, LLC 1260.00%0.05%0.16%Q4 2016Q2 202418
OSAIC HOLDINGS, INC. 18180.03%0.08%0.13%Q1 2020Q2 202418
Axiom Financial Strategies, LLC 18181.76%2.34%2.80%Q1 2020Q2 202418
SIGNATUREFD, LLC 710.00%0.00%0.00%Q1 2019Q2 202418
BESSEMER GROUP INC 510.00%0.00%0.01%Q2 2013Q2 202418
BLB&B Advisors, LLC 1710.02%0.03%0.07%Q4 2019Q2 202418
TRAIN BABCOCK ADVISORS LLC 1710.11%0.13%0.17%Q2 2013Q4 201718
TRUIST FINANCIAL CORP 18180.01%0.02%0.03%Q4 2019Q1 202418
Financial Advocates Investment Management 1170.02%0.09%0.23%Q4 2017Q4 202218
PICTET ASSET MANAGEMENT LTD 1030.00%0.01%0.02%Q4 2014Q2 202118
BB&T SECURITIES, LLC 18180.00%0.02%0.11%Q2 2015Q3 201918
Lido Advisors, LLC 1710.01%0.01%0.06%Q4 2019Q2 202418
Wealth Alliance 18180.04%0.08%0.13%Q1 2020Q2 202418
Snowden Capital Advisors LLC 18180.04%0.06%0.07%Q1 2020Q2 202418
Salomon & Ludwin, LLC 18180.60%0.77%0.97%Q1 2020Q2 202418
Parsec Financial Management, Inc. 18180.02%0.02%0.03%Q4 2018Q1 202318
NATIONAL PLANNING CORP 18180.17%0.35%0.62%Q2 2013Q3 201718
EVOKE WEALTH, LLC 1710.01%0.04%0.37%Q3 2019Q1 202418
Brown Advisory Securities, LLC 1080.04%0.12%0.84%Q1 2018Q3 202218
Towercrest Capital Management 18180.09%0.14%0.16%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.03%0.04%Q2 2013Q3 201718
RAYMOND JAMES TRUST N.A. 1710.01%0.02%0.04%Q4 2018Q2 202418
JAMES INVESTMENT RESEARCH, INC. 18180.00%0.00%0.00%Q4 2018Q1 202318
Doyle Wealth Management 1710.03%0.04%0.05%Q1 2018Q3 202218
Bell Rock Capital LLC 1310.04%0.15%0.42%Q4 2016Q3 202218
N.E.W. Advisory Services LLC 1710.35%0.53%0.74%Q4 2019Q2 202418
Clear Harbor Asset Management, LLC 1510.02%0.23%0.35%Q1 2015Q4 202118
Apexium Financial, LP 18180.12%0.23%0.34%Q1 2020Q2 202418
Realta Investment Advisors 820.04%0.06%0.09%Q1 2019Q2 202418
Gray Wealth Management Inc. 18180.40%0.59%0.82%Q1 2020Q2 202418
AMI INVESTMENT MANAGEMENT INC 18180.17%1.82%3.56%Q1 2020Q2 202418
Capital Investment Advisory Services, LLC 1260.00%0.00%0.01%Q4 2018Q2 202418
Ausdal Financial Partners, Inc. 1610.01%0.20%0.27%Q4 2015Q2 202417
FormulaFolio Investments, LLC 17170.03%0.06%0.12%Q4 2015Q4 201917
McIlrath & Eck, LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1340.00%0.00%0.01%Q1 2018Q3 202317
Spearhead Capital Advisors, LLC 1430.06%0.16%0.47%Q1 2018Q2 202217
Sanctuary Wealth Management, L.L.C. 1111.80%3.74%9.07%Q1 2010Q2 202417
Eudaimonia Partners, LLC 980.04%0.07%0.09%Q4 2019Q1 202417
COMERICA SECURITIES,INC. 1430.02%0.03%0.03%Q2 2019Q3 202317
Meristem Family Wealth, LLC 17170.10%0.15%0.18%Q1 2018Q1 202217
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q2 2016Q3 202217
SII INVESTMENTS INC/WI 1340.03%0.13%0.23%Q2 2013Q4 201717
INGALLS & SNYDER LLC 17170.02%0.02%0.03%Q2 2020Q2 202417
WFG Advisors, LP 17170.01%0.03%0.06%Q2 2013Q2 201717
Csenge Advisory Group 1320.02%0.06%0.28%Q1 2018Q2 202417
Fisher Asset Management, LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
Kestra Advisory Services, LLC 16160.01%0.03%0.07%Q3 2020Q2 202416
Rosenberg Matthew Hamilton 1510.00%0.00%0.01%Q2 2020Q2 202416
Key FInancial Inc 1510.06%0.10%0.14%Q1 2020Q2 202416
SUNTRUST BANKS INC 16160.00%0.01%0.01%Q4 2015Q3 201916
Personal Capital Advisors Corp 1510.00%0.02%0.08%Q4 2018Q4 202216
Praetorian Wealth Management, Inc. 970.32%1.51%2.10%Q2 2020Q2 202416
Equitable Holdings, Inc. 16160.00%0.01%0.02%Q3 2020Q2 202416
TD PRIVATE CLIENT WEALTH LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
J.W. COLE ADVISORS, INC. 1110.05%0.10%0.14%Q4 2019Q2 202416
Lenox Wealth Advisors, LLC 16160.01%0.01%0.01%Q2 2018Q1 202216
Laidlaw Wealth Management LLC 16160.07%0.23%0.51%Q3 2020Q2 202416
FIRST TRUST ADVISORS LP 1150.00%0.00%0.01%Q2 2014Q2 202216
PROFFITT & GOODSON INC 16160.00%0.00%0.00%Q3 2018Q2 202216
IndexIQ Advisors LLC 16160.00%0.01%0.03%Q4 2015Q3 201916
SIMPLEX TRADING, LLC 510.00%0.01%0.05%Q4 2015Q4 202316
Spruce Investment Advisors LLC 16161.40%6.48%14.63%Q1 2014Q4 201716
Simplicity Solutions, LLC 710.01%0.05%0.17%Q1 2017Q4 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.04%0.07%Q3 2020Q2 202416
Berkeley Capital Partners, LLC 830.09%1.05%4.53%Q4 2015Q2 202416
Choate Investment Advisors 16160.01%0.01%0.02%Q3 2020Q2 202416
FAS Wealth Partners, Inc. 15150.01%0.01%0.01%Q4 2020Q2 202415
Advisor Group, Inc. 15150.03%0.06%0.13%Q2 2016Q4 201915
COLLECTIVE FAMILY OFFICE LLC 15150.06%0.33%0.74%Q4 2020Q2 202415
RBA Wealth Management, LLC 1140.29%0.38%0.45%Q1 2020Q2 202415
WNY Asset Management, LLC 15150.07%0.32%0.75%Q4 2020Q2 202415
V2 Financial group LLC 15150.21%0.27%0.33%Q4 2020Q2 202415
KWMG, LLC 15150.37%0.43%0.48%Q4 2020Q2 202415
SOA Wealth Advisors, LLC. 15150.02%0.03%0.03%Q4 2020Q2 202415
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 15150.03%0.05%0.07%Q2 2019Q4 202215
Integrated Wealth Concepts LLC 1410.01%0.03%0.06%Q3 2019Q2 202415
Voya Financial Advisors, Inc. 15150.01%0.04%0.07%Q3 2017Q1 202115
GPS Wealth Strategies Group, LLC 960.01%0.13%0.42%Q3 2020Q2 202415
First Horizon Advisors, Inc. 1320.00%0.00%0.02%Q3 2018Q2 202415
Main Street Financial Solutions, LLC 15150.12%0.22%0.31%Q4 2020Q2 202415
HOWE & RUSLING INC 1310.00%0.01%0.01%Q1 2018Q2 202415
ROPES WEALTH ADVISORS LLC 960.02%0.04%0.06%Q3 2016Q4 202015
MSI Financial Services Inc 15150.02%0.05%0.12%Q2 2013Q4 201615
Venture Visionary Partners LLC 15150.02%0.05%0.07%Q4 2020Q2 202415
Advisors Preferred, LLC 510.01%0.11%0.52%Q4 2013Q3 202115
CORBYN INVESTMENT MANAGEMENT INC/MD 15150.13%0.19%0.30%Q4 2020Q2 202415
MONTAG A & ASSOCIATES INC 15150.00%0.02%0.05%Q4 2020Q2 202415
Fort Point Capital Partners LLC 15150.03%0.06%0.15%Q4 2020Q2 202415
Endurance Wealth Management, Inc. 14140.02%0.03%0.04%Q2 2015Q3 201814
Orion Capital Management LLC 1040.11%0.13%0.18%Q4 2020Q2 202414
Advisory Alpha, LLC 810.00%0.28%0.59%Q2 2015Q1 202414
Ellis Investment Partners, LLC 14140.01%0.03%0.04%Q2 2019Q3 202214
NORTHSTAR ASSET MANAGEMENT Co LLC 14140.06%0.16%0.20%Q1 2021Q2 202414
Private Capital Group, LLC 14140.00%0.02%0.03%Q4 2017Q1 202114
Financial Perspectives, Inc 14140.01%0.12%0.17%Q1 2021Q2 202414
Spire Wealth Management 14140.38%0.65%1.10%Q1 2021Q2 202414
MARSHALL WACE, LLP 310.00%0.00%0.01%Q1 2018Q2 202414
BENJAMIN F. EDWARDS & COMPANY, INC. 950.00%0.01%0.01%Q4 2018Q3 202214
Sargent Bickham Lagudis LLC 910.00%0.01%0.01%Q3 2016Q4 202214
MISSION WEALTH MANAGEMENT, LP 14140.01%0.02%0.02%Q1 2021Q2 202414
55I, LLC 14140.08%0.35%0.88%Q2 2019Q3 202214
Bradley & Co. Private Wealth Management, LLC 14140.00%0.02%0.03%Q1 2021Q2 202414
Clearstead Advisors, LLC 14140.00%0.02%0.08%Q1 2021Q2 202414
Bay Harbor Wealth Management, LLC 14140.08%0.11%0.13%Q1 2021Q2 202414
Concert Wealth Management Inc. 14140.03%0.12%0.20%Q2 2013Q3 201614
PRW Wealth Management LLC 510.10%0.22%0.33%Q4 2018Q3 202314
Grace Capital 1220.19%0.79%2.63%Q2 2018Q4 202114
NewEdge Advisors, LLC 730.01%0.02%0.07%Q1 2020Q2 202414
Peak Financial Management, Inc. 1010.09%0.14%0.59%Q4 2015Q3 201914
CUMBERLAND ADVISORS INC 14140.09%0.59%0.84%Q3 2014Q4 201714
C M BIDWELL & ASSOCIATES LTD 14140.00%0.00%0.00%Q1 2021Q2 202414
Kore Private Wealth LLC 1310.03%0.11%0.25%Q4 2018Q3 202214
Mascoma Wealth Management LLC 1210.00%0.00%0.00%Q1 2021Q2 202413
Waldron Private Wealth LLC 13130.04%0.06%0.07%Q1 2020Q1 202313
CAPITAL ADVISORS INC/OK 13130.01%0.01%0.02%Q2 2021Q2 202413
Larson Financial Group LLC 1210.00%0.01%0.01%Q4 2019Q1 202313
CVA Family Office, LLC 730.02%0.02%0.03%Q4 2020Q2 202413
DAVENPORT & Co LLC 820.00%0.00%0.00%Q2 2019Q2 202413
HARBOUR INVESTMENTS, INC. 940.02%0.06%0.12%Q1 2021Q2 202413
SevenBridge Financial Group, LLC 13130.01%0.01%0.02%Q2 2016Q2 201913
Tradition Wealth Management, LLC 13130.00%0.04%0.08%Q4 2020Q4 202313
CUE ADVISORY SERVICES, INC. 13130.70%1.06%1.25%Q3 2015Q3 201813
ADVANTAGE INVESTMENT MANAGEMENT, LLC 13130.00%0.03%0.06%Q4 2015Q4 201813
LPWM LLC 760.11%0.16%0.20%Q3 2020Q2 202413
RPg Family Wealth Advisory, LLC 410.01%0.04%0.43%Q2 2017Q3 202213
Pallas Capital Advisors LLC 13130.02%0.06%0.30%Q2 2021Q2 202413
Windham Capital Management, LLC 810.03%0.08%0.20%Q2 2016Q4 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.01%0.01%0.02%Q2 2021Q2 202413
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.01%0.01%Q2 2021Q2 202413
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 760.00%0.02%0.03%Q2 2013Q4 201813
RESOURCES MANAGEMENT CORP /CT/ /ADV 13130.00%0.00%0.00%Q2 2021Q2 202413
EXCHANGE TRADED CONCEPTS, LLC 850.02%1.22%7.10%Q2 2020Q2 202413
Sound View Wealth Advisors Group, LLC 13130.05%0.12%0.25%Q2 2021Q2 202413
Accretive Wealth Partners, LLC 13130.22%0.30%0.40%Q2 2021Q2 202413
Visionary Asset Management, Inc. 930.19%0.92%1.18%Q4 2014Q3 201812
Focus Financial Network, Inc. 720.02%0.03%0.05%Q2 2020Q2 202412
WEALTHSOURCE PARTNERS, LLC 930.02%0.05%0.15%Q2 2019Q2 202212
MORGAN JESS S & CO INC 12122.93%3.19%3.72%Q4 2019Q3 202212
Chevy Chase Trust Holdings, LLC 710.00%0.00%0.00%Q1 2016Q1 202412
SG Americas Securities, LLC 810.00%0.03%0.07%Q1 2014Q2 201812
SYNOVUS FINANCIAL CORP 12120.00%0.00%0.00%Q1 2020Q4 202212
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Bison Wealth, LLC 1110.08%0.10%0.13%Q2 2015Q2 202212
MARINER INDEPENDENT ADVISOR NETWORK, LLC 710.12%0.27%0.76%Q2 2017Q3 202212
SeaBridge Investment Advisors LLC 750.01%0.02%0.10%Q2 2013Q4 201612
CCG WEALTH MANAGEMENT, LLC 660.10%0.64%1.36%Q4 2018Q1 202212
Boltwood Capital Management 660.07%0.09%0.11%Q4 2020Q2 202412
Magnus Financial Group LLC 840.03%0.05%0.09%Q1 2019Q1 202212
Cresset Asset Management, LLC 620.00%0.01%0.02%Q3 2020Q2 202412
WHITTIER TRUST CO OF NEVADA INC 12120.00%0.00%0.00%Q3 2021Q2 202412
Ameritas Investment Company, LLC 12120.12%0.73%2.49%Q4 2018Q3 202112
Krilogy Financial LLC 12120.03%0.07%0.13%Q2 2020Q1 202312
DIXON HUBARD FEINOUR & BROWN INC/VA 610.03%0.24%0.36%Q3 2013Q1 202212
Secure Asset Management, LLC 12120.09%0.13%0.19%Q1 2021Q4 202312
Wealthfront Advisers LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
CAPITAL MANAGEMENT CORP /VA 12120.07%0.09%0.10%Q2 2016Q1 201912
Tranquilli Financial Advisor LLC 661.00%2.80%3.76%Q4 2020Q2 202412
Ameritas Advisory Services, LLC 11110.05%0.56%2.54%Q4 2021Q2 202411
GREENLEAF TRUST 11110.01%0.02%0.03%Q2 2017Q4 201911
SPINNAKER TRUST 740.02%0.02%0.02%Q3 2020Q4 202311
EPG Wealth Management LLC 830.01%0.01%0.01%Q3 2021Q2 202411
NorthCrest Asset Manangement, LLC 11110.04%0.05%0.07%Q4 2021Q2 202411
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2020Q3 202211
Viewpoint Capital Management LLC 11110.10%0.11%0.12%Q4 2021Q2 202411
PGIM Custom Harvest LLC 740.50%1.75%3.57%Q4 2020Q2 202411
ASSETMARK, INC 610.00%0.00%0.00%Q3 2019Q2 202411
TD Waterhouse Canada Inc. 11110.01%0.01%0.02%Q4 2021Q2 202411
Dentgroup LLC 11110.65%0.83%1.10%Q4 2021Q2 202411
Gladstone Institutional Advisory LLC 11110.08%0.09%0.12%Q4 2021Q2 202411
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.02%0.03%0.03%Q4 2018Q3 202111
JMAC ENTERPRISES LLC 11110.36%0.55%1.18%Q4 2021Q2 202411
EVERETT HARRIS & CO /CA/ 11110.01%0.01%0.01%Q1 2020Q3 202211
Integrity Financial Corp /WA 11110.10%0.14%0.17%Q4 2021Q2 202411
Hobart Private Capital, LLC 11112.87%4.01%6.13%Q4 2021Q2 202411
CT Financial Advisors LLC 1010.03%0.03%0.04%Q1 2014Q1 201711
HORIZON BANCORP INC /IN/ 740.08%0.30%0.62%Q4 2019Q2 202411
First National Bank of South Miami 740.05%0.06%0.07%Q4 2018Q4 202211
Houlihan Financial Resource Group, Ltd. 810.63%0.77%1.50%Q4 2019Q2 202411
WEST BANCORPORATION INC 430.11%0.14%0.19%Q4 2019Q2 202411
Capital Wealth Alliance, LLC 11110.27%0.60%1.02%Q2 2020Q4 202211
Clark Capital Management Group, Inc. 410.03%0.11%0.26%Q4 2017Q4 202311
West Branch Capital LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
MATRIX PRIVATE CAPITAL GROUP LLC 11110.40%0.60%1.14%Q4 2019Q2 202211
Qube Research & Technologies Ltd 920.00%0.00%0.00%Q3 2021Q2 202411
Archer Investment Corp 11110.00%0.00%0.00%Q4 2021Q2 202411
Strengthening Families & Communities, LLC 11110.96%2.74%5.39%Q4 2021Q2 202411
TIAA, FSB 650.01%0.01%0.03%Q3 2020Q2 202311
Confluence Wealth Services, Inc. 11110.03%0.12%0.22%Q4 2021Q2 202411
Covestor Ltd 11110.00%0.00%0.01%Q4 2021Q2 202411
CIBC Private Wealth Group LLC 530.00%0.03%0.08%Q4 2014Q2 202411
Portfolio Strategies, Inc. 1010.03%1.52%2.52%Q2 2020Q1 202411
City State Bank 11110.03%0.05%0.07%Q4 2021Q2 202411
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.02%Q2 2014Q2 202311
YorkBridge Wealth Partners, LLC 11110.03%0.03%0.03%Q4 2016Q2 201911
WOODWARD DIVERSIFIED CAPITAL, LLC 650.42%0.77%1.03%Q4 2020Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Financial Insights, Inc. 910.19%0.22%0.26%Q4 2019Q2 202210
Beacon Capital Management, LLC 10100.10%0.20%0.28%Q1 2022Q2 202410
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2017Q2 202210
Smith Salley Wealth Management 610.01%0.02%0.02%Q4 2020Q2 202410
ATTICUS WEALTH MANAGEMENT, LLC 10100.01%0.01%0.06%Q4 2019Q1 202210
Red Tortoise LLC 730.12%0.15%0.19%Q3 2021Q2 202410
Tatro Capital, LLC 10103.32%4.19%5.16%Q4 2019Q1 202210
HAZLETT, BURT & WATSON, INC. 10100.11%0.15%0.19%Q1 2022Q2 202410
CORBETT ROAD CAPITAL MANAGEMENT, LLC 910.94%1.49%2.14%Q4 2019Q2 202210
SVB WEALTH LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
One Charles Private Wealth Services, LLC 550.15%0.24%0.37%Q3 2021Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Visionary Wealth Advisors 10100.20%0.31%0.43%Q1 2022Q2 202410
TAP Consulting, LLC 10100.20%1.36%2.93%Q3 2019Q4 202110
BOSTON FAMILY OFFICE LLC 10100.02%0.04%0.06%Q2 2016Q3 201810
Accel Wealth Management 10100.03%0.08%0.12%Q4 2020Q1 202310
Redwood Financial Network Corp 10100.30%0.47%0.61%Q1 2022Q2 202410
MONETARY MANAGEMENT GROUP INC 10100.00%0.01%0.02%Q4 2021Q1 202410
Curran Financial Partners, LLC 411.48%2.60%3.59%Q4 2020Q2 202410
Evolution Wealth Advisors, LLC 910.02%0.12%0.51%Q4 2018Q2 202410
Lehman & Derafelo Financial Resources LLC 620.01%0.02%0.02%Q3 2019Q3 202210
Atria Wealth Solutions, Inc. 10100.04%0.09%0.16%Q1 2022Q2 202410
D'Orazio & Associates, Inc. 10100.01%0.01%0.01%Q1 2018Q2 202010
North Star Investment Management Corp. 10100.00%0.00%0.00%Q1 2021Q2 202310
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.02%Q3 2020Q2 202410
HBW ADVISORY SERVICES LLC 640.06%0.14%0.19%Q4 2020Q2 202410
B. Riley Wealth Management, Inc. 610.00%0.06%0.24%Q1 2014Q2 202210
Federation des caisses Desjardins du Quebec 10100.00%0.05%0.10%Q1 2022Q2 202410
ESG Planning DBA Harper Investing 10100.27%1.98%3.94%Q1 2022Q2 202410
CoreCap Advisors, LLC 550.03%0.04%0.05%Q4 2021Q2 202410
Sonora Investment Management, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Retirement Planning Co of New England, Inc. 730.09%0.14%0.16%Q4 2021Q2 202410
Bienville Capital Management, LLC 730.04%0.05%0.08%Q2 2016Q2 201910
Bouchey Financial Group Ltd 520.02%0.03%0.04%Q1 2021Q2 20249
COMERICA BANK 410.00%0.01%0.01%Q3 2013Q2 20249
Abound Wealth Management 990.02%0.02%0.02%Q2 2022Q2 20249
Checchi Capital Advisers, LLC 990.02%0.09%0.30%Q2 2022Q2 20249
Farmers & Merchants Trust Co of Chambersburg PA 990.01%0.02%0.02%Q4 2016Q4 20189
Jackson Hole Capital Partners, LLC 990.05%0.15%0.32%Q4 2018Q4 20209
FLOW TRADERS U.S. LLC 310.00%0.08%0.26%Q4 2016Q2 20249
Brick & Kyle, Associates 990.04%0.05%0.05%Q1 2015Q1 20179
ST GERMAIN D J CO INC 540.01%0.01%0.02%Q3 2020Q2 20249
UMB Bank, n.a. 990.00%0.00%0.00%Q4 2021Q4 20239
First Bancorp, Inc /ME/ 990.70%0.97%1.12%Q2 2022Q2 20249
Bank of Marin 990.25%0.27%0.32%Q2 2022Q2 20249
COMMERCE BANK 630.00%0.01%0.02%Q4 2020Q2 20249
HB Wealth Management, LLC 810.01%0.02%0.02%Q4 2021Q2 20249
Aevitas Wealth Management, Inc. 990.58%0.80%0.97%Q4 2017Q4 20199
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
CASTLE WEALTH MANAGEMENT LLC 990.14%0.17%0.21%Q2 2022Q2 20249
Round Rock Advisors, LLC 510.06%0.10%0.17%Q1 2021Q2 20249
Polianta Ltd 612.76%6.13%8.76%Q1 2019Q1 20249
Congress Wealth Management LLC / DE / 810.01%0.02%0.03%Q4 2021Q2 20249
Bigelow Investment Advisors, LLC 990.46%0.52%0.66%Q4 2017Q4 20199
Foundations Investment Advisors, LLC 720.01%0.06%0.18%Q3 2020Q3 20239
PRUDENTIAL PLC 630.00%0.01%0.02%Q2 2018Q4 20209
Center for Financial Planning, Inc. 990.01%0.01%0.01%Q2 2022Q2 20249
Aptus Capital Advisors, LLC 990.00%0.01%0.04%Q2 2022Q2 20249
Bangor Savings Bank 990.00%0.01%0.01%Q2 2022Q2 20249
Lattice Strategies LLC 990.18%0.21%0.23%Q2 2013Q2 20159
Heritage Trust Co 880.02%0.04%0.06%Q1 2017Q4 20188
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Birchcreek Wealth Management, LLC 510.17%0.22%0.25%Q4 2020Q2 20248
Rehmann Capital Advisory Group 320.02%0.02%0.04%Q1 2018Q2 20248
Advisor Resource Council 610.03%0.20%0.40%Q2 2021Q1 20248
PARAMETRIC PORTFOLIO ASSOCIATES LLC 610.00%0.00%0.00%Q1 2019Q1 20228
Royal Fund Management, LLC 710.00%0.10%0.15%Q1 2018Q2 20248
Tower View Wealth Management LLC 880.13%0.31%0.41%Q2 2020Q1 20228
IFC Holdings Incorporated/FL 880.05%0.10%0.13%Q1 2016Q4 20178
Retirement Group, LLC 710.00%0.04%0.07%Q4 2019Q4 20218
White Lighthouse Investment Management Inc. 880.20%0.26%0.30%Q3 2022Q2 20248
Pinnacle Advisory Group, Inc. 320.02%0.03%0.05%Q3 2016Q1 20218
BANQUE PICTET & CIE SA 880.01%0.02%0.06%Q4 2013Q3 20158
WealthOne, LLC 880.10%0.12%0.16%Q4 2021Q3 20238
Arkadios Wealth Advisors 530.01%0.03%0.04%Q2 2021Q2 20248
Timber Hill LLC 410.00%0.06%0.23%Q1 2014Q4 20178
KENNICOTT CAPITAL MANAGEMENT LLC 880.56%0.67%0.85%Q3 2022Q2 20248
TrueWealth Advisors, LLC 610.08%0.13%0.19%Q4 2020Q4 20238
Moloney Securities Asset Management, LLC 710.06%0.11%0.14%Q4 2019Q1 20228
Robertson Stephens Wealth Management, LLC 880.03%0.04%0.06%Q3 2022Q2 20248
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
First Capital Advisors Group, LLC. 880.14%0.29%0.54%Q4 2016Q3 20188
TCI Wealth Advisors, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
Baron Financial Group, LLC 880.02%0.02%0.03%Q3 2020Q2 20228
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.01%Q3 2021Q2 20238
COURIER CAPITAL LLC 880.18%0.19%0.20%Q1 2018Q4 20198
MANAGED ACCOUNT ADVISORS LLC 530.00%0.02%0.05%Q2 2013Q2 20158
Kelly Financial Services LLC 710.01%0.01%0.01%Q1 2019Q4 20218
ROMANO BROTHERS AND COMPANY 880.06%0.08%0.09%Q3 2022Q2 20248
American Financial Network Advisory Services LLC 530.11%0.36%0.81%Q3 2017Q3 20198
U.S. Capital Wealth Advisors, LLC 660.00%0.02%0.06%Q3 2021Q4 20228
Cribstone Capital Management, LLC 530.00%0.16%0.52%Q4 2016Q4 20228
EP Wealth Advisors, LLC 710.00%0.02%0.08%Q2 2022Q2 20248
Sowell Financial Services LLC 710.00%0.06%0.50%Q3 2018Q1 20218
FourThought Financial Partners, LLC 770.04%0.05%0.05%Q4 2022Q2 20247
TCP Asset Management, LLC 770.08%0.12%0.18%Q4 2022Q2 20247
Taikang Asset Management (Hong Kong) Co Ltd 770.10%0.34%0.60%Q4 2017Q2 20197
Corient Private Wealth LLC 770.01%0.01%0.02%Q4 2022Q2 20247
Virtu KCG Holdings LLC 310.01%0.04%0.10%Q3 2013Q2 20177
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 430.00%0.01%0.04%Q1 2020Q2 20247
BARTLETT & CO. WEALTH MANAGEMENT LLC 770.01%0.02%0.03%Q4 2022Q2 20247
20/20 Capital Management, Inc. 770.48%0.56%0.61%Q4 2019Q2 20217
Haverford Trust Co 610.00%0.01%0.02%Q4 2021Q2 20247
Joule Financial, LLC 770.83%1.67%3.02%Q2 2022Q4 20237
Psagot Value Holdings Ltd. 520.01%0.01%0.02%Q4 2014Q3 20177
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q2 20247
Investors Capital Advisory Services 430.05%0.06%0.07%Q1 2014Q4 20157
PARK AVENUE SECURITIES LLC 310.00%0.01%0.01%Q4 2019Q2 20247
Prime Capital Investment Advisors, LLC 520.00%0.02%0.03%Q2 2020Q2 20247
Baker Avenue Asset Management, LP 770.05%0.06%0.06%Q4 2022Q2 20247
PARK NATIONAL CORP /OH/ 770.21%0.24%0.26%Q4 2022Q2 20247
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.02%0.03%Q1 2018Q3 20197
WEATHERLY ASSET MANAGEMENT L. P. 770.06%0.06%0.06%Q1 2017Q3 20187
Olistico Wealth, LLC 770.88%1.19%1.33%Q4 2022Q2 20247
Global Financial Private Client, LLC 770.00%0.66%0.90%Q4 2022Q2 20247
Lokken Investment Group LLC 611.26%1.47%1.69%Q1 2012Q1 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.17%0.24%Q2 2013Q4 20147
IFG Advisory, LLC 310.02%0.03%0.06%Q1 2022Q2 20247
Charles Schwab Investment Advisory, Inc. 770.11%0.14%0.17%Q2 2018Q4 20197
Paragon Wealth Strategies, LLC 773.43%4.78%6.74%Q2 2020Q4 20217
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.00%0.00%Q2 2020Q2 20247
Auto-Owners Insurance Co 770.64%0.71%0.74%Q4 2022Q2 20247
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 770.01%0.01%0.01%Q4 2022Q2 20247
Kinloch Capital, LLC 310.76%2.81%5.00%Q4 2020Q4 20237
Caprock Group, LLC 610.04%0.06%0.07%Q2 2017Q1 20207
Gradient Investments LLC 510.00%0.00%0.00%Q3 2016Q4 20237
AGF MANAGEMENT LTD 770.02%0.02%0.02%Q4 2022Q2 20247
CITIZENS FINANCIAL GROUP INC/RI 610.01%0.01%0.01%Q1 2022Q2 20247
GUARDIAN WEALTH ADVISORS, LLC / NC 610.01%0.01%0.01%Q2 2022Q1 20247
TCF National Bank 770.17%0.20%0.26%Q3 2019Q1 20217
O'Dell Group, LLC 510.02%0.02%0.03%Q3 2021Q4 20237
Charter Oak Capital Management, LLC 770.13%0.16%0.18%Q4 2020Q2 20227
HL FINANCIAL SERVICES LLC 410.00%0.01%0.01%Q3 2014Q3 20187
Parisi Gray Wealth Management 610.01%0.01%0.01%Q4 2017Q2 20217
Merit Financial Group, LLC 310.04%0.06%0.07%Q4 2021Q2 20247
CALTON & ASSOCIATES, INC. 310.01%0.09%0.12%Q4 2017Q2 20247
MONEY CONCEPTS CAPITAL CORP 520.00%0.04%0.08%Q4 2020Q4 20227
Carnegie Investment Counsel 770.03%0.12%0.18%Q2 2016Q4 20177
TWO SIGMA SECURITIES, LLC 210.00%0.29%2.02%Q3 2017Q2 20247
Veritable, L.P. 770.00%0.00%0.00%Q3 2020Q1 20227
WESBANCO BANK INC 430.01%0.02%0.03%Q1 2017Q1 20197
Parkside Advisors LLC 770.12%0.12%0.13%Q4 2022Q2 20247
CHATHAM CAPITAL GROUP, INC. 770.07%0.18%0.25%Q1 2021Q3 20227
Destiny Wealth Partners, LLC 520.00%0.03%0.04%Q4 2020Q3 20227
QUADRANT CAPITAL GROUP LLC 770.01%0.01%0.01%Q4 2022Q2 20247
QCI ASSET MANAGEMENT INC/NY 610.00%0.00%0.00%Q2 2016Q1 20207
Sharper & Granite LLC 770.24%0.28%0.30%Q4 2022Q2 20247
KINGS POINT CAPITAL MANAGEMENT 770.01%0.01%0.01%Q3 2020Q1 20227
Ayalon Insurance Comp Ltd. 770.00%0.00%0.01%Q3 2021Q1 20237
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
First Personal Financial Services 770.01%0.01%0.01%Q2 2021Q4 20227
Lindbrook Capital, LLC 770.39%0.44%0.47%Q4 2022Q2 20247
Financial Freedom, LLC 772.76%3.67%4.07%Q4 2022Q2 20247
Gallacher Capital Management LLC 770.24%0.28%0.31%Q4 2022Q2 20247
SeaCrest Wealth Management, LLC 660.00%0.01%0.01%Q4 2017Q1 20196
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Consolidated Portfolio Review Corp 660.19%0.28%0.35%Q1 2023Q2 20246
SALEM INVESTMENT COUNSELORS INC 420.00%0.00%0.00%Q2 2022Q1 20246
PEAPACK GLADSTONE FINANCIAL CORP 420.01%0.01%0.01%Q1 2015Q3 20166
Wilson & Boucher Capital Management, LLC 660.30%0.34%0.37%Q1 2023Q2 20246
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q1 20226
Bleakley Financial Group, LLC 660.02%0.04%0.08%Q1 2023Q2 20246
COMPASS FINANCIAL ADVISORS LLC 660.56%0.61%0.68%Q4 2021Q1 20236
GSA CAPITAL PARTNERS LLP 660.12%0.15%0.19%Q1 2023Q2 20246
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Elwood & Goetz Wealth Advisory Group, LLC 661.98%2.54%3.28%Q3 2021Q4 20226
Avantax Planning Partners, Inc. 410.00%0.03%0.05%Q4 2016Q3 20186
FUKOKU MUTUAL LIFE INSURANCE Co 660.41%1.12%1.94%Q3 2014Q4 20156
DSC Advisors, L.P. 510.29%0.62%1.28%Q4 2012Q1 20156
Castle Rock Wealth Management, LLC 660.19%0.24%0.29%Q3 2021Q4 20226
Hardy Reed LLC 660.05%0.07%0.08%Q1 2023Q2 20246
InterOcean Capital Group, LLC 510.01%0.01%0.01%Q3 2022Q1 20246
KESTRA PRIVATE WEALTH SERVICES, LLC 510.01%0.01%0.03%Q3 2021Q2 20236
Cape Investment Advisory, Inc. 660.13%0.15%0.20%Q1 2023Q2 20246
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q1 2017Q1 20226
DT Investment Partners, LLC 510.00%0.00%0.00%Q3 2022Q2 20246
Polaris Wealth Advisory Group, LLC 330.01%0.02%0.03%Q2 2013Q3 20186
Selective Wealth Management, Inc. 660.00%0.07%0.16%Q2 2021Q3 20226
Farther Finance Advisors, LLC 660.00%0.01%0.02%Q1 2023Q2 20246
Brookstone Capital Management 420.00%0.02%0.02%Q2 2015Q2 20246
WASHINGTON TRUST Co 660.00%0.00%0.00%Q1 2023Q2 20246
Garden State Investment Advisory Services LLC 660.08%0.09%0.10%Q1 2023Q2 20246
Yoder Wealth Management, Inc. 660.38%0.46%0.51%Q1 2023Q2 20246
Beaumont Asset Management, L.L.C. 660.16%0.18%0.19%Q1 2023Q2 20246
Mosaic Family Wealth, LLC 660.06%0.18%0.33%Q4 2017Q1 20196
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
Financial Management Professionals, Inc. 410.02%0.89%1.63%Q2 2020Q1 20236
NewSquare Capital LLC 660.00%0.00%0.01%Q4 2022Q1 20246
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2015Q1 20186
TRUSTCORE FINANCIAL SERVICES, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
UBS AG 660.03%0.03%0.04%Q2 2013Q3 20146
EverSource Wealth Advisors, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
Empower Advisory Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Colonial Trust Advisors 660.00%0.00%0.01%Q4 2022Q1 20246
Milestone Advisory Partners 661.11%2.77%4.26%Q3 2020Q4 20216
Glass Jacobson Investment Advisors llc 510.01%0.01%0.02%Q4 2022Q2 20246
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2021Q3 20226
PEOPLES BANK /OH 660.41%0.48%0.55%Q2 2018Q3 20196
Strategic Advisors LLC 660.29%0.39%0.44%Q1 2023Q2 20246
Sound Income Strategies, LLC 510.00%0.00%0.00%Q1 2022Q4 20236
JFS WEALTH ADVISORS, LLC 310.00%0.00%0.01%Q4 2016Q1 20236
Antonetti Capital Management LLC 660.06%0.17%0.39%Q2 2013Q3 20146
Sandy Spring Bank 310.00%0.00%0.00%Q3 2020Q2 20246
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 410.02%0.07%0.21%Q4 2017Q1 20205
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
Bank of New Hampshire 550.00%0.00%0.00%Q2 2023Q2 20245
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
IVC Wealth Advisors LLC 310.13%0.14%0.14%Q3 2021Q4 20235
SEAVIEW INVESTMENT MANAGERS LLC 550.24%0.71%1.27%Q1 2021Q1 20225
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
NWAM LLC 320.02%0.02%0.02%Q4 2021Q4 20235
TOCQUEVILLE ASSET MANAGEMENT L.P. 550.00%0.01%0.01%Q4 2018Q4 20195
Farmers National Bank 320.01%0.01%0.01%Q4 2017Q2 20195
Trinity Legacy Partners, LLC 410.20%0.70%0.94%Q4 2019Q2 20245
Field & Main Bank 550.02%0.04%0.06%Q2 2023Q2 20245
Virtu Financial LLC 210.02%0.06%0.17%Q1 2014Q2 20185
Semus Wealth Partners LLC 550.29%0.36%0.39%Q4 2022Q4 20235
Modera Wealth Management, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
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
Householder Group Estate & Retirement Specialist, LLC 310.00%0.01%0.02%Q3 2022Q1 20245
BUCKINGHAM STRATEGIC WEALTH, LLC 550.00%0.01%0.01%Q2 2023Q2 20245
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
Belpointe Asset Management LLC 320.00%0.01%0.01%Q3 2021Q1 20235
PFS Partners, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Ignite Planners, LLC 551.06%1.22%1.30%Q2 2023Q2 20245
PRIVATE TRUST CO NA 320.00%0.00%0.00%Q2 2022Q2 20245
1832 Asset Management L.P. 210.00%0.28%0.54%Q3 2014Q2 20245
Ferris Capital, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 550.03%0.03%0.03%Q4 2022Q4 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
Hoover Financial Advisors, Inc. 550.00%0.00%0.01%Q2 2020Q2 20215
GRIMES & COMPANY, INC. 310.06%0.33%0.52%Q2 2022Q2 20245
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
Ifrah Financial Services, Inc. 550.12%0.12%0.13%Q2 2023Q2 20245
ICA Group Wealth Management, LLC 320.00%0.00%0.00%Q4 2022Q1 20245
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
Beacon Pointe Advisors, LLC 410.00%0.00%0.00%Q1 2022Q2 20245
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2016Q2 20215
Colonial River Investments, LLC 320.12%0.16%0.20%Q4 2020Q1 20225
Davis Capital Management 320.05%0.10%0.18%Q1 2020Q2 20245
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
Idaho Trust Bank 310.59%0.81%0.98%Q2 2023Q2 20244
Nvest Financial, LLC 441.98%2.35%2.64%Q3 2023Q2 20244
OLD DOMINION CAPITAL MANAGEMENT INC 440.06%0.06%0.07%Q4 2020Q3 20214
Regal Investment Advisors LLC 310.00%0.05%0.19%Q3 2013Q3 20154
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
IBEX WEALTH ADVISORS 310.01%0.28%0.39%Q2 2019Q4 20214
ASPIRIANT HOLDINGS S3, LLC 441.24%1.33%1.42%Q1 2015Q4 20154
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q1 2021Q4 20214
BECK CAPITAL MANAGEMENT, LLC 440.22%0.24%0.27%Q1 2015Q4 20154
MERITAGE PORTFOLIO MANAGEMENT 310.43%0.59%0.65%Q2 2013Q4 20174
Moisand Fitzgerald Tamayo, LLC 310.01%0.02%0.03%Q2 2021Q2 20224
DHJJ Financial Advisors, Ltd. 440.06%0.06%0.07%Q3 2023Q2 20244
Montecito Bank & Trust 440.08%0.14%0.17%Q1 2017Q4 20174
Homrich & Berg 440.02%0.03%0.03%Q4 2020Q3 20214
PATHSTONE FAMILY OFFICE, LLC 310.02%0.03%0.04%Q3 2020Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q3 2023Q2 20244
Trilogy Capital Inc. 310.00%0.01%0.01%Q1 2018Q2 20244
USA FINANCIAL FORMULAS 440.04%0.06%0.08%Q1 2018Q4 20184
Elm Partners Management LLC 310.01%0.02%0.03%Q1 2022Q2 20244
Ten Capital Wealth Advisors, LLC 440.08%0.11%0.14%Q3 2020Q2 20214
TIAA TRUST, NATIONAL ASSOCIATION 440.01%0.01%0.01%Q3 2023Q2 20244
Wagner Wealth Management, LLC 440.05%0.05%0.06%Q4 2017Q3 20184
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
Perigon Wealth Management, LLC 310.02%0.02%0.02%Q4 2020Q1 20224
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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Y-Intercept (Hong Kong) Ltd 210.03%0.07%0.13%Q2 2021Q2 20234
Bryn Mawr Capital Management, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Waverly Advisors, LLC 220.02%0.02%0.03%Q3 2013Q2 20244
ACG Wealth 440.05%0.20%0.30%Q1 2021Q4 20214
PIERSHALE FINANCIAL GROUP, INC. 440.02%0.02%0.02%Q3 2015Q2 20164
Bogart Wealth, LLC 210.00%0.00%0.01%Q3 2018Q2 20244
ALLIANCEBERNSTEIN L.P. 310.00%0.00%0.00%Q1 2022Q2 20244
ASPIRIANT, LLC 440.03%0.20%0.29%Q1 2016Q4 20164
Avior Wealth Management, LLC 310.00%0.00%0.01%Q4 2021Q3 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q3 2015Q2 20204
Moss Adams Wealth Advisors LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Envestnet Portfolio Solutions, Inc. 440.01%0.02%0.04%Q3 2023Q2 20244
Patriot Financial Group Insurance Agency, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
AXXCESS WEALTH MANAGEMENT, LLC 440.11%0.11%0.12%Q3 2023Q2 20244
WealthTrust-Arizona, LLC 440.05%0.06%0.06%Q1 2018Q4 20184
Sightline Wealth Advisors, LLC 440.21%0.55%0.76%Q2 2021Q1 20224
Jackson Wealth Management, LLC 440.87%0.97%1.10%Q1 2021Q4 20214
SCOTIA CAPITAL INC. 440.00%0.01%0.01%Q2 2015Q1 20164
Activest Wealth Management 210.01%0.04%0.10%Q3 2021Q2 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
SP Asset Management 440.02%0.03%0.03%Q2 2021Q1 20224
FundX Investment Group, LLC 310.76%3.50%6.08%Q2 2013Q4 20154
Main Street Group, LTD 330.01%0.01%0.01%Q4 2023Q2 20243
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
BARINGS LLC 330.25%0.30%0.33%Q4 2020Q2 20213
Independent Advisor Alliance 210.01%0.03%0.06%Q1 2017Q4 20193
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Long Island Wealth Management, Inc. 330.20%0.24%0.32%Q4 2023Q2 20243
Sheaff Brock Investment Advisors, LLC 330.03%0.03%0.03%Q4 2016Q2 20173
AVISO WEALTH MANAGEMENT 330.44%0.48%0.53%Q4 2023Q2 20243
Horan Securities, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
GeoWealth Management, LLC 330.01%0.02%0.03%Q3 2021Q1 20223
F3Logic, LLC 210.02%0.17%0.30%Q1 2018Q3 20203
Blue Fin Capital, Inc. 330.05%0.05%0.05%Q4 2023Q2 20243
Vericrest Private Wealth 330.73%0.79%0.83%Q4 2021Q2 20223
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.01%Q4 2020Q1 20223
Windsor Advisory Group, LLC 210.12%0.13%0.14%Q4 2022Q2 20243
Cornerstone Wealth Management, LLC 210.01%0.02%0.04%Q2 2018Q1 20193
Pathway Financial Advisors LLC 330.03%0.07%0.11%Q4 2017Q2 20183
Truvestments Capital LLC 330.02%0.02%0.02%Q2 2023Q4 20233
Alexandria Capital, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Agate Pass Investment Management, LLC 330.14%0.18%0.20%Q4 2023Q2 20243
EDMOND DE ROTHSCHILD (SUISSE) S.A. 210.01%0.10%0.16%Q3 2015Q3 20163
Lebenthal Global Advisors, LLC 330.66%0.93%1.42%Q4 2021Q2 20223
SCHRODER INVESTMENT MANAGEMENT GROUP 330.04%0.07%0.08%Q4 2014Q2 20153
SILVER OAK SECURITIES, INCORPORATED 210.04%0.09%0.11%Q3 2022Q4 20233
Cheviot Value Management, LLC 330.15%0.19%0.22%Q1 2018Q3 20183
180 WEALTH ADVISORS, LLC 330.08%0.09%0.09%Q2 2020Q4 20203
MontVue Capital Management, Inc. 330.78%0.95%1.09%Q4 2023Q2 20243
Americana Partners, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
QRG CAPITAL MANAGEMENT, INC. 330.00%0.01%0.01%Q4 2023Q2 20243
MACROVIEW INVESTMENT MANAGEMENT LLC 210.06%0.13%0.18%Q2 2017Q2 20213
Koshinski Asset Management, Inc. 330.00%0.01%0.02%Q3 2021Q1 20223
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2014Q3 20233
Zions Bancorporation 330.00%0.00%0.00%Q1 2015Q3 20153
Estate Counselors, LLC 210.03%0.48%1.39%Q2 2022Q1 20233
Carmel Capital Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Elite Wealth Management, Inc. 330.03%0.26%0.47%Q4 2013Q2 20143
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Fortis Advisors, LLC 210.01%0.16%0.24%Q2 2019Q1 20213
Pictet Asset Management Holding SA 330.00%0.00%0.00%Q3 2023Q1 20243
Legacy Financial Strategies, LLC 330.44%0.64%0.83%Q4 2017Q2 20183
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.01%0.01%0.01%Q3 2018Q1 20193
Gratus Wealth Advisors, LLC 330.59%0.62%0.66%Q4 2023Q2 20243
FourThought Financial, LLC 330.04%0.05%0.05%Q1 2022Q3 20223
GABLES CAPITAL MANAGEMENT INC. 330.01%0.02%0.04%Q4 2023Q2 20243
ROTHSCHILD INVESTMENT LLC 330.02%0.02%0.02%Q4 2023Q2 20243
VERUS CAPITAL PARTNERS, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
DELTA ASSET MANAGEMENT LLC/TN 210.00%0.00%0.00%Q4 2015Q1 20193
StoneX Group Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
Christensen, King & Associates Investment Services, Inc. 330.23%0.24%0.25%Q4 2023Q2 20243
COMERICA SECURITIES INC 330.04%0.04%0.04%Q2 2018Q4 20183
Hefty Wealth Partners 210.04%0.04%0.04%Q4 2015Q3 20173
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q2 2019Q4 20193
FSA Advisors, Inc. 330.59%0.62%0.64%Q4 2023Q2 20243
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Scarborough Advisors, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Concurrent Investment Advisors, LLC 330.10%0.13%0.17%Q4 2023Q2 20243
Apollon Wealth Management, LLC 210.01%0.09%0.25%Q2 2023Q2 20243
HBK Sorce Advisory LLC 210.02%0.02%0.02%Q4 2021Q3 20223
Novak Financial Planning, LLC 330.17%0.17%0.18%Q4 2020Q2 20213
Ascent Group, LLC 210.14%0.27%0.34%Q4 2021Q1 20233
MAINSAIL ASSET MANAGEMENT, LLC 330.50%0.54%0.58%Q4 2023Q2 20243
US FINANCIAL ADVISORS, LLC 330.08%3.01%4.80%Q4 2015Q2 20163
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.01%Q4 2023Q2 20243
TOMPKINS FINANCIAL CORP 110.00%0.00%0.01%Q1 2016Q4 20233
Belvedere Trading LLC 210.00%0.00%0.00%Q1 2023Q4 20233
Northwest Financial Advisors 330.00%0.00%0.00%Q4 2023Q2 20243
FRONTIER INVESTMENT MGMT CO 330.36%0.37%0.39%Q3 2013Q1 20143
MAI Capital Management 330.01%0.01%0.01%Q3 2021Q1 20223
Crescent Capital Consulting, LLC 330.01%0.33%0.92%Q1 2021Q3 20213
Gotham Asset Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2018Q4 20223
ANGELES WEALTH MANAGEMENT, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
MGO ONE SEVEN LLC 210.01%0.02%0.02%Q2 2023Q2 20243
Frontier Wealth Management LLC 330.03%0.03%0.04%Q3 2018Q1 20193
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Apollon Financial, LLC 331.78%1.96%2.14%Q4 2023Q2 20243
Skyline Advisors, Inc. 330.31%0.32%0.33%Q4 2023Q2 20243
Golden State Wealth Management, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Biltmore Capital Advisors LLC 210.04%0.06%0.08%Q4 2020Q3 20213
M3 Advisory Group, LLC 330.19%0.21%0.24%Q4 2023Q2 20243
One Capital Management, LLC 220.01%0.07%0.13%Q1 2024Q2 20242
Game Plan Financial Advisors, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Pathstone Holdings, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q1 2022Q2 20222
Laurel Wealth Advisors LLC 220.01%0.01%0.01%Q1 2021Q2 20212
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Retirement Planning Group, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20152
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.01%Q1 2018Q4 20192
Hamilton Wealth, LLC 220.11%0.12%0.13%Q4 2021Q1 20222
ROCKEFELLER FINANCIAL SERVICES INC 220.02%0.02%0.02%Q3 2017Q4 20172
ZEVIN ASSET MANAGEMENT LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Gleason Group, Inc. 110.00%0.00%0.00%Q1 2021Q2 20222
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
PagnatoKarp Partners LLC 110.14%0.19%0.24%Q2 2017Q1 20182
WIN ADVISORS, INC 111.32%1.34%1.37%Q1 2023Q4 20232
Ranch Capital Advisors Inc. 220.04%0.04%0.05%Q4 2019Q1 20202
Wealthspire Advisors, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
PATTON ALBERTSON MILLER GROUP, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Oakworth Capital, Inc. 220.08%0.08%0.08%Q1 2016Q2 20162
WealthTrust Fairport, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q1 2024Q2 20242
Bristol County Savings Bank 220.39%0.43%0.47%Q3 2017Q4 20172
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Grant/GrossMendelsohn, LLC 226.30%6.30%6.30%Q3 2021Q4 20212
CenterStar Asset Management, LLC 110.01%0.17%0.33%Q3 2019Q3 20192
Dixon Mitchell Investment Counsel Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Narwhal Capital Management 220.08%0.08%0.08%Q2 2017Q3 20172
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
Focused Wealth Management, Inc 220.01%0.03%0.05%Q4 2015Q1 20162
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2018Q4 20182
360 Financial, Inc. 225.06%5.32%5.58%Q4 2019Q1 20202
Avitas Wealth Management LLC 223.00%3.18%3.37%Q2 2022Q3 20222
Boulegeris Investments, Inc. 220.15%0.15%0.15%Q4 2015Q1 20162
Soundwatch Capital LLC 220.03%0.04%0.06%Q3 2021Q4 20212
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2015Q3 20152
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.00%0.00%0.00%Q3 2015Q4 20152
CABANA LLC 229.20%10.39%11.58%Q3 2021Q4 20212
CMC Financial Group 220.25%0.31%0.36%Q1 2019Q2 20192
DAVIS R M INC 110.01%0.01%0.01%Q2 2020Q4 20202
Modern Wealth Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q4 20132
Pathway Financial Advisers, LLC 110.00%0.00%0.00%Q4 2022Q1 20242
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q2 20242
STEEL GROVE CAPITAL ADVISORS, LLC 220.26%0.28%0.29%Q4 2017Q1 20182
PUTNAM INVESTMENTS LLC 220.06%0.12%0.18%Q4 2016Q1 20172
Fermata Advisors, LLC 220.11%0.36%0.60%Q2 2021Q3 20212
RPG Investment Advisory, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
NOVARE CAPITAL MANAGEMENT LLC 220.03%0.14%0.25%Q1 2022Q2 20222
Essex Financial Services, Inc. 220.04%0.06%0.08%Q1 2024Q2 20242
Southland Equity Partners LLC 220.08%0.08%0.08%Q1 2024Q2 20242
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2018Q2 20202
FINANCIAL COUNSELORS INC 220.00%0.00%0.01%Q3 2021Q4 20212
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.01%Q4 2021Q1 20222
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.04%0.05%Q2 2016Q3 20182
CNB Bank 220.12%0.16%0.20%Q3 2019Q4 20192
DCM Advisors, LLC 220.01%0.01%0.02%Q3 2021Q4 20212
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
Disciplined Investments, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
MITCHELL SINKLER & STARR/PA 110.01%0.02%0.03%Q4 2023Q2 20242
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2024Q2 20242
DAVIDSON INVESTMENT ADVISORS 220.87%0.90%0.92%Q3 2019Q4 20192
Allegiant Private Advisors, LLC 220.07%0.07%0.07%Q1 2021Q2 20212
Old North State Trust, LLC 220.06%0.06%0.07%Q3 2018Q4 20182
Simplicity Wealth,LLC 220.02%0.03%0.03%Q1 2024Q2 20242
FCA CORP /TX 220.14%0.15%0.15%Q3 2015Q4 20152
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
Crosspoint Capital Strategies, LLC 220.03%0.03%0.04%Q2 2018Q3 20182
TOEWS CORP /ADV 228.13%8.13%8.13%Q1 2015Q2 20152
Trexquant Investment LP 110.01%0.02%0.03%Q1 2020Q4 20222
Manchester Capital Management LLC 220.41%0.42%0.44%Q2 2019Q3 20192
Darrow Company, Inc. 220.35%0.36%0.36%Q1 2024Q2 20242
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Freedman Financial Associates, Inc. 220.06%0.06%0.06%Q4 2020Q1 20212
Avestar Capital, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Insight Folios Inc 110.10%0.17%0.23%Q4 2019Q4 20212
First City Capital Management, Inc. 220.01%0.01%0.01%Q3 2015Q4 20152
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
WMS Partners, LLC 110.02%0.03%0.04%Q1 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.04%0.04%0.05%Q4 2021Q1 20222
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q3 2021Q4 20212
CONCENTRIC WEALTH MANAGEMENT, LLC 220.06%0.06%0.06%Q1 2024Q2 20242
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Ford Financial Group, LLC 110.00%0.01%0.01%Q2 2021Q4 20212
FIRST NIAGARA BANK 220.11%0.12%0.13%Q2 2015Q3 20152
ProVise Management Group, LLC 110.02%0.26%0.50%Q2 2015Q4 20212
Western Pacific Wealth Management, LP 220.18%0.18%0.18%Q4 2021Q1 20222
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
Bank Pictet & Cie (Europe) AG 220.45%1.24%2.03%Q2 2015Q3 20152
HC FINANCIAL ADVISORS INC 110.01%0.04%0.08%Q4 2021Q2 20222
Concorde Asset Management, LLC 110.18%0.24%0.30%Q3 2017Q4 20192
RETIREMENT CAPITAL STRATEGIES 110.36%1.59%2.81%Q3 2020Q3 20232
DRW Securities, LLC 220.09%0.18%0.26%Q2 2013Q3 20132
WJ Wealth Management, LLC 222.16%2.36%2.56%Q3 2021Q4 20212
TRANSCEND CAPITAL ADVISORS, LLC 220.07%0.13%0.20%Q4 2019Q1 20202
VCI Wealth Management LLC 220.98%1.00%1.02%Q4 2023Q1 20242
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lighthouse Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 1130.00%30.00%30.00%Q3 2016Q3 20161
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q3 2019Q3 20191
LVZ, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Merriman Wealth Management, LLC 110.35%0.35%0.35%Q1 2016Q1 20161
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
HAYS ADVISORY LLC 111.02%1.02%1.02%Q3 2018Q3 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SkyView Investment Advisors, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2016Q3 20161
Cavalier Investments, LLC 111.02%1.02%1.02%Q4 2019Q4 20191
IBERIABANK CORP 110.04%0.04%0.04%Q4 2017Q4 20171
Oder Investment Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
LIBRA WEALTH LLC 110.64%0.64%0.64%Q1 2022Q1 20221
Ascent Wealth Partners, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Leeward Financial Partners, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Smartleaf Asset Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Bluesphere Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Beaird Harris Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Pension Partners, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
EDMOND DE ROTHSCHILD (MONACO) 117.52%7.52%7.52%Q3 2016Q3 20161
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Keel Point, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
Kalos Management, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
WMG Financial Advisors, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Strategic Capital Alternatives LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Santori & Peters, Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
Financial Gravity Asset Management, Inc. 110.59%0.59%0.59%Q3 2018Q3 20181
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Segment Wealth Management, LLC 110.44%0.44%0.44%Q4 2015Q4 20151
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FNY Investment Advisers, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Bordeaux Wealth Advisors LLC 110.58%0.58%0.58%Q2 2024Q2 20241
Proficio Capital Partners LLC 110.01%0.01%0.01%Q1 2019Q1 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.70%0.70%0.70%Q4 2021Q4 20211
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CGN Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MRA Advisory Group 110.17%0.17%0.17%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TD Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Patten Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WESTPORT RESOURCES MANAGEMENT INC 110.00%0.00%0.00%Q3 2016Q3 20161
Camelot Portfolios, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Apriem Advisors 110.01%0.01%0.01%Q3 2013Q3 20131
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q2 2013Q2 20131
DAYMARK WEALTH PARTNERS, LLC 110.15%0.15%0.15%Q2 2024Q2 20241
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MCDONALD PARTNERS LLC 110.70%0.70%0.70%Q4 2021Q4 20211
Hershey Financial Advisers, LLC 111.42%1.42%1.42%Q2 2024Q2 20241
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SpiderRock Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Stelac Advisory Services LLC 110.04%0.04%0.04%Q4 2020Q4 20201
AVIVA PLC 110.41%0.41%0.41%Q3 2015Q3 20151
Turtle Creek Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2023Q4 20231
Vickerman Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
PFG Investments, LLC 110.08%0.08%0.08%Q1 2024Q1 20241
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q2 2024Q2 20241
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Maltin Wealth Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
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
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2023Q4 20231
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
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
HM PAYSON & CO 110.00%0.00%0.00%Q2 2024Q2 20241
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.02%0.02%0.02%Q4 2022Q4 20221
Ground Swell Capital, LLC 111.48%1.48%1.48%Q4 2021Q4 20211
NEXT Financial Holdings 110.73%0.73%0.73%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.20%0.20%0.20%Q1 2009Q1 20091
Windhaven Investment Management, Inc. 111.14%1.14%1.14%Q1 2018Q1 20181
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
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
Canal Capital Management, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
TRITONPOINT WEALTH, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 113.47%3.47%3.47%Q3 2016Q3 20161
CapWealth Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Avidian Wealth Enterprises, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Summit Global Investments 110.36%0.36%0.36%Q4 2023Q4 20231
BTS Asset Management, Inc. 110.09%0.09%0.09%Q1 2022Q1 20221
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Empirical Asset Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Summit Financial, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Waterloo Capital, L.P. 110.06%0.06%0.06%Q4 2023Q4 20231
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
RiverFront Investment Group, LLC 110.08%0.08%0.08%Q4 2008Q4 20081
Cascadia Advisory Services, LLC 110.26%0.26%0.26%Q3 2020Q3 20201
Tradewinds, LLC. 110.36%0.36%0.36%Q2 2024Q2 20241
Opal Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
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
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Weatherstone Capital Management 110.33%0.33%0.33%Q1 2014Q1 20141
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NEW ENGLAND ASSET MANAGEMENT INC 110.02%0.02%0.02%Q4 2018Q4 20181
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BlackRock Finance, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
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
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Rice Partnership, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q4 2018Q4 20181
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 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
Edmond de Rothschild (Europe) 113.05%3.05%3.05%Q3 2016Q3 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Gratus Capital, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 117.01%7.01%7.01%Q4 2019Q4 20191
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Corbenic Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Fragasso Financial Advisors Inc 110.05%0.05%0.05%Q1 2020Q1 20201
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Compass Financial Group, Inc. 116.73%6.73%6.73%Q4 2015Q4 20151
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
GTS SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Mittelman Wealth Management 110.34%0.34%0.34%Q2 2024Q2 20241
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SignalPoint Asset Management, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
ANDERSON HOAGLAND & CO 110.85%0.85%0.85%Q2 2018Q2 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
Coordinated Financial Services, Inc./CO 110.18%0.18%0.18%Q1 2024Q1 20241
Family Firm, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Thor Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Taylor & Morgan Wealth Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Walleye Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kovitz Investment Group, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2024Q2 20241
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.12%0.12%0.12%Q2 2019Q2 20191
Riverpoint Wealth Management Holdings, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Greenland Capital Management LP 110.05%0.05%0.05%Q2 2024Q2 20241
Clal Insurance Enterprises Holdings Ltd 110.00%0.00%0.00%Q4 2014Q4 20141
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Colony Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
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
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.24%0.24%0.24%Q1 2020Q1 20201
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Moors & Cabot, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
Buck Wealth Strategies, LLC 110.10%0.10%0.10%Q1 2024Q1 20241
Retireful, LLC 110.80%0.80%0.80%Q2 2023Q2 20231
Sand Hill Global Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.02%0.02%0.02%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Wall Street Financial Group, Inc. 115.26%5.26%5.26%Q2 2024Q2 20241
MCF Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Autumn Glory Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
CPWM, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2020Q4 20201
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Greystone Financial Group, LLC 110.35%0.35%0.35%Q2 2021Q2 20211
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Caitlin John, LLC 110.08%0.08%0.08%Q4 2023Q4 20231
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
National Wealth Management Group, LLC 111.75%1.75%1.75%Q4 2021Q4 20211
Greenhouse Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Fountainhead AM, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Bellwether Advisors, LLC 111.34%1.34%1.34%Q2 2023Q2 20231
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Comprehensive Financial Consultants Institutional, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
Independence Bank of Kentucky 110.01%0.01%0.01%Q3 2020Q3 20201
Blackston Financial Advisory Group, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Revisor Wealth Management LLC 110.10%0.10%0.10%Q1 2024Q1 20241
United Asset Strategies, Inc. 110.64%0.64%0.64%Q4 2022Q4 20221
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.06%0.06%0.06%Q2 2024Q2 20241
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Bullseye Investment Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
External links

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