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%0.01%Q2 2013Q3 2023122
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.01%Q1 2009Q3 202358
Cutler Group LLC / CA 1510.00%0.00%0.04%Q4 2015Q3 202352
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 2220.02%0.06%0.14%Q2 2010Q3 202343
Veritable, L.P. 43430.03%0.04%0.05%Q4 2012Q2 202343
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.08%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.04%0.07%0.10%Q2 2013Q4 202342
LPL Financial LLC 42420.06%0.11%0.35%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.13%0.60%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.01%0.08%0.18%Q1 2013Q3 202342
Bragg Financial Advisors, Inc 42420.03%0.08%0.14%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.02%0.31%0.64%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.08%0.18%0.35%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.03%0.06%0.10%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42421.30%2.45%3.21%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.05%0.17%0.60%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.06%0.11%0.18%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
JNBA Financial Advisors 21200.00%0.01%0.03%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.01%Q2 2013Q3 202341
BOKF, NA 3290.01%0.02%0.02%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Advisory Services Network, LLC 27140.04%0.57%3.68%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.05%0.29%Q2 2013Q2 202341
D.A. DAVIDSON & CO. 3920.00%0.13%0.36%Q2 2013Q3 202341
HighTower Advisors, LLC 30110.01%0.05%0.23%Q2 2013Q3 202341
FMR LLC 3650.00%0.00%0.00%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 20200.00%0.00%0.01%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.09%0.13%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.09%0.18%Q4 2013Q4 202340
Janney Montgomery Scott LLC 29110.01%0.03%0.08%Q3 2013Q3 202340
BAILARD, INC. 3190.11%0.50%1.06%Q3 2013Q3 202340
Beacon Capital Management, Inc. 40400.01%5.23%8.09%Q4 2013Q3 202340
OPPENHEIMER & CO INC 22170.01%0.01%0.02%Q4 2013Q3 202339
ARGI Investment Services, LLC 39390.04%0.34%3.14%Q2 2013Q4 202239
Archford Capital Strategies, LLC 39390.05%0.45%0.98%Q1 2014Q3 202339
KCM INVESTMENT ADVISORS LLC 39390.02%0.16%0.39%Q1 2014Q3 202339
GOLDMAN SACHS GROUP INC 2120.00%0.00%0.01%Q1 2012Q3 202339
Spears Abacus Advisors LLC 38380.02%0.09%0.15%Q2 2014Q3 202338
COMMERCE BANK 38380.00%0.00%0.01%Q2 2014Q3 202338
DOWLING & YAHNKE LLC 38380.05%0.09%0.17%Q2 2013Q3 202238
WHITTIER TRUST CO 37370.00%0.00%0.00%Q2 2013Q2 202237
UBS Group AG 36360.00%0.02%0.03%Q4 2014Q3 202337
North Star Investment Management Corp. 20170.00%0.01%0.01%Q2 2014Q3 202337
B. Riley Wealth Advisors, Inc. 2450.01%0.04%0.10%Q1 2014Q3 202337
McKinley Carter Wealth Services, Inc. 36360.15%1.13%3.21%Q4 2014Q3 202336
Autus Asset Management, LLC 3510.06%0.08%0.11%Q4 2013Q4 202236
Sigma Planning Corp 36360.02%0.05%0.10%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.00%0.02%0.02%Q4 2014Q3 202336
Northeast Financial Consultants Inc 19170.03%0.17%3.16%Q2 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.03%0.07%Q3 2013Q3 202336
FIRST FINANCIAL CORP /IN/ 36360.01%0.87%1.76%Q4 2014Q3 202336
Ballentine Partners, LLC 36360.05%0.10%0.16%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 35350.00%0.02%0.04%Q1 2015Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.00%0.01%0.01%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.01%0.02%0.06%Q2 2013Q4 202135
First Personal Financial Services 22120.00%0.95%2.01%Q4 2014Q3 202334
Atria Investments, Inc 2910.02%0.08%0.26%Q2 2013Q3 202334
Stratos Wealth Partners, LTD. 33330.01%0.07%0.62%Q3 2015Q3 202333
AlphaMark Advisors, LLC 33330.00%0.01%0.02%Q3 2015Q3 202333
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.02%0.07%Q4 2015Q3 202332
NORTHWEST INVESTMENT COUNSELORS, LLC 32320.07%0.20%1.13%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
WATERS PARKERSON & CO., LLC 32320.02%0.02%0.07%Q4 2015Q3 202332
JOHNSON INVESTMENT COUNSEL INC 32320.01%0.06%0.14%Q4 2015Q3 202332
WBH ADVISORY INC 2930.12%0.19%0.26%Q3 2015Q3 202332
Tower Research Capital LLC (TRC) 720.00%0.13%1.08%Q1 2014Q3 202332
Tortoise Investment Management, LLC 32320.02%0.05%0.19%Q4 2012Q3 202032
Raymond James Financial Services Advisors, Inc. 18140.02%0.04%0.07%Q3 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.45%0.83%Q1 2016Q4 202332
M&T BANK CORP 16150.00%0.08%0.15%Q4 2015Q3 202331
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1280.08%0.46%1.97%Q2 2014Q3 202231
D'Orazio & Associates, Inc. 18130.04%3.86%12.10%Q1 2015Q3 202331
CONDOR CAPITAL MANAGEMENT 31310.19%0.56%0.96%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.01%0.06%0.22%Q1 2016Q3 202331
CHOREO, LLC 2740.02%0.06%0.12%Q1 2014Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.07%Q4 2015Q3 202331
Baird Financial Group, Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
Exchange Capital Management, Inc. 30300.01%0.38%0.70%Q2 2016Q3 202330
J.P. Morgan Private Wealth Advisors LLC 2910.00%0.01%0.05%Q3 2015Q3 202330
First Allied Advisory Services, Inc. 30300.03%0.06%0.08%Q2 2013Q3 202030
BlackRock Inc. 30300.00%0.00%0.00%Q4 2015Q1 202330
VANGUARD GROUP INC 2410.00%0.00%0.00%Q2 2014Q2 202230
NEXT Financial Group, Inc 30300.03%0.39%0.72%Q3 2014Q4 202130
CWM, LLC 2280.00%0.00%0.02%Q1 2016Q3 202330
SeaBridge Investment Advisors LLC 30300.00%0.00%0.01%Q2 2013Q3 202030
CAPTRUST FINANCIAL ADVISORS 1550.00%0.01%0.05%Q1 2015Q3 202330
Raab & Moskowitz Asset Management LLC 19110.09%0.20%0.57%Q1 2016Q3 202330
DUBUQUE BANK & TRUST CO 30300.02%0.18%0.44%Q3 2014Q4 202130
Personal Capital Advisors Corp 29290.01%0.11%0.18%Q4 2015Q4 202229
Gerber Kawasaki Wealth & Investment Management 2180.08%0.38%1.54%Q2 2016Q3 202329
LINCOLN NATIONAL CORP 2630.01%0.04%0.08%Q2 2016Q3 202329
Jacobi Capital Management LLC 29290.01%0.05%0.07%Q3 2016Q3 202329
SIGNATUREFD, LLC 15140.00%0.01%0.02%Q2 2013Q4 202229
Lido Advisors, LLC 29290.02%0.07%0.14%Q3 2016Q3 202329
CIBC WORLD MARKET INC. 2360.00%0.01%0.01%Q1 2016Q3 202329
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2210.00%0.00%0.03%Q3 2013Q1 202329
Blankinship & Foster, LLC 28285.41%9.59%17.12%Q4 2016Q3 202328
AE Wealth Management LLC 28280.03%0.12%0.33%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.08%0.14%0.26%Q2 2013Q4 201927
Simmons Bank 27270.03%0.04%0.06%Q1 2017Q3 202327
Callan Capital, LLC 27270.16%0.47%0.71%Q1 2017Q3 202327
Institute for Wealth Management, LLC. 1810.04%0.16%0.38%Q4 2013Q3 202327
REILLY FINANCIAL ADVISORS, LLC 27270.01%0.01%0.03%Q2 2015Q4 202127
New England Investment & Retirement Group, Inc. 15120.10%2.60%8.24%Q4 2014Q3 202127
Global Retirement Partners, LLC 2070.00%0.03%0.14%Q4 2016Q3 202327
JANE STREET GROUP, LLC 710.00%0.01%0.04%Q4 2014Q3 202327
MML INVESTORS SERVICES, LLC 26260.03%0.08%0.15%Q2 2017Q3 202326
TRUST CO OF OKLAHOMA 13130.38%0.70%0.91%Q1 2017Q3 202326
Cetera Investment Advisers 16100.03%0.11%0.33%Q4 2015Q3 202326
BESSEMER GROUP INC 1020.00%0.03%0.35%Q2 2013Q2 202226
Round Table Services, LLC 2150.04%0.45%0.89%Q2 2013Q1 202226
Wealthcare Advisory Partners LLC 25250.00%0.03%0.08%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.02%0.06%Q1 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.03%0.07%Q2 2017Q2 202325
Valeo Financial Advisors, LLC 25250.01%0.02%0.04%Q3 2017Q3 202325
SCHNIEDERS CAPITAL MANAGEMENT LLC 1040.04%0.08%0.13%Q4 2015Q3 202325
CHEMICAL BANK 25250.04%0.06%0.09%Q2 2013Q2 201925
STEPHENS INC /AR/ 2230.01%0.03%0.06%Q2 2013Q3 202325
Snowden Capital Advisors LLC 1780.02%0.04%0.08%Q2 2017Q3 202325
Allworth Financial LP 25250.00%0.00%0.01%Q3 2017Q3 202325
Front Row Advisors LLC 24240.03%0.03%0.04%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.07%0.16%0.34%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.09%0.12%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.14%0.51%0.97%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.09%Q4 2017Q3 202324
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 24240.13%0.19%0.28%Q3 2016Q2 202224
Hochman Cole Investment Advisors, Inc. 24240.33%0.42%0.59%Q4 2015Q3 202124
SUNTRUST BANKS INC 1680.00%0.01%0.02%Q2 2013Q3 201924
CENTAURUS FINANCIAL, INC. 24240.02%0.11%0.18%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.12%2.40%12.10%Q4 2017Q3 202324
Bison Wealth, LLC 1120.06%0.13%0.19%Q4 2014Q2 202224
Cypress Wealth Services, LLC 24240.54%0.75%0.96%Q4 2017Q3 202324
Capital Analysts, LLC 1210.00%0.00%0.00%Q1 2016Q3 202323
Northstar Group, Inc. 23230.22%0.34%0.51%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.17%0.50%Q1 2017Q3 202323
Conservest Capital Advisors, Inc. 2210.10%0.13%0.20%Q3 2017Q3 202323
PFG Advisors 23230.08%0.25%0.40%Q1 2018Q3 202323
SYNOVUS FINANCIAL CORP 1210.00%0.00%0.01%Q2 2017Q3 202323
Kovack Advisors, Inc. 2120.07%0.13%0.35%Q4 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.01%0.22%0.53%Q1 2018Q3 202323
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 23230.00%0.02%0.03%Q1 2018Q3 202323
NOMURA ASSET MANAGEMENT CO LTD 1480.00%0.02%0.06%Q4 2017Q3 202322
CMH Wealth Management LLC 22222.15%3.61%5.78%Q2 2018Q3 202322
TRUE Private Wealth Advisors 22220.07%0.18%0.32%Q2 2018Q3 202322
Certified Advisory Corp 11110.50%0.75%1.40%Q4 2017Q3 202322
NORTHERN TRUST CORP 1210.00%0.00%0.00%Q3 2015Q3 202322
RAND WEALTH, LLC 22220.77%1.14%2.64%Q2 2013Q3 201822
CALTON & ASSOCIATES, INC. 2110.00%0.84%2.12%Q4 2017Q2 202322
Allied Investment Advisors, LLC 22220.07%0.20%0.33%Q1 2018Q2 202322
FormulaFolio Investments, LLC 2020.00%0.07%0.16%Q1 2015Q2 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.08%0.10%Q3 2018Q3 202321
OPTIMUM INVESTMENT ADVISORS 21210.00%0.03%0.06%Q4 2018Q4 202321
Avondale Wealth Management 2010.05%0.90%5.71%Q4 2017Q3 202321
DAVENPORT & Co LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Citadel Advisors 510.00%0.00%0.00%Q2 2015Q3 202321
KEYBANK NATIONAL ASSOCIATION/OH 21210.00%0.00%0.01%Q3 2018Q3 202321
First PREMIER Bank 21210.01%0.07%0.11%Q3 2018Q3 202321
NewSquare Capital LLC 2010.01%0.01%0.01%Q3 2014Q1 202021
LexAurum Advisors, LLC 21210.11%0.21%0.43%Q3 2018Q3 202321
MERITAGE PORTFOLIO MANAGEMENT 1120.01%0.32%1.16%Q4 2014Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Belpointe Asset Management LLC 1620.02%0.05%0.10%Q3 2017Q1 202320
THOMPSON DAVIS & CO., INC. 20200.06%0.13%0.31%Q4 2013Q3 201820
FinTrust Capital Advisors, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Windham Capital Management, LLC 1910.06%0.21%0.45%Q3 2016Q3 202320
EDMOND DE ROTHSCHILD HOLDING S.A. 1640.00%0.18%1.14%Q4 2015Q3 202220
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.06%0.87%2.87%Q4 2018Q3 202320
Gilbert & Cook, Inc. 20200.04%0.23%0.48%Q4 2018Q3 202320
Morningstar Investment Management LLC 20200.55%6.33%13.48%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.02%0.02%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 1030.02%0.04%0.10%Q2 2018Q3 202320
KG&L Capital Management,LLC 20200.21%0.34%0.59%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.10%0.22%Q4 2018Q3 202320
Morningstar Investment Services LLC 20200.22%0.50%0.87%Q4 2018Q3 202320
Full Sail Capital, LLC 20201.54%1.97%2.96%Q4 2018Q3 202320
Bray Capital Advisors 20200.27%0.30%0.34%Q4 2018Q3 202320
American Portfolios Advisors 20200.07%0.10%0.15%Q4 2017Q3 202220
Neuberger Berman Group LLC 1810.00%0.00%0.00%Q2 2018Q3 202319
VAN STRUM & TOWNE INC. 19190.15%0.20%0.24%Q1 2019Q3 202319
First National Bank of South Miami 19190.08%0.12%0.19%Q4 2018Q2 202319
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2016Q2 202319
Western Wealth Management, LLC 1180.03%0.06%0.15%Q4 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 1810.00%0.00%0.02%Q3 2017Q3 202319
COMERICA SECURITIES,INC. 19190.04%0.28%0.66%Q1 2019Q3 202319
Sargent Bickham Lagudis LLC 19190.00%0.00%0.01%Q1 2016Q3 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Wolff Financial Management LLC 1090.51%1.90%4.85%Q4 2018Q3 202319
BB&T SECURITIES, LLC 1720.00%0.01%0.01%Q4 2014Q3 201919
Rockefeller Capital Management L.P. 19190.01%0.05%0.10%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19191.36%1.53%1.71%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.09%0.18%0.76%Q2 2013Q4 201719
Evolution Wealth Advisors, LLC 19190.03%0.25%0.78%Q4 2018Q2 202319
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
Private Capital Group, LLC 18180.01%0.05%0.13%Q4 2017Q1 202218
Matthew Goff Investment Advisor, LLC 1410.78%1.06%1.76%Q3 2017Q3 202318
Commonwealth Equity Services, Inc 18180.12%0.20%0.36%Q2 2013Q3 201718
DEUTSCHE BANK AG\ 720.00%0.00%0.00%Q3 2013Q2 202118
NATIONAL PLANNING CORP 18180.11%0.40%1.04%Q2 2013Q3 201718
Financial Insights, Inc. 18180.09%0.26%0.32%Q4 2018Q1 202318
Patriot Financial Group Insurance Agency, LLC 18180.00%0.06%0.09%Q1 2019Q2 202318
Gradient Investments LLC 1110.00%0.00%0.00%Q3 2016Q3 202318
DUNCKER STREETT & CO INC 18180.02%0.04%0.05%Q2 2019Q3 202318
Sterling Capital Management LLC 18180.00%0.00%0.00%Q1 2013Q2 201718
Community Financial Services Group, LLC 1710.08%0.31%0.77%Q4 2017Q3 202318
RiverFront Investment Group, LLC 18180.01%0.58%1.94%Q4 2008Q1 201318
WEDBUSH SECURITIES INC 18180.02%0.04%0.14%Q2 2019Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 18180.02%0.13%0.53%Q4 2016Q1 202118
CREDIT SUISSE AG/ 1620.00%0.00%0.01%Q1 2013Q3 201718
TSFG, LLC 1080.00%0.25%0.53%Q1 2019Q3 202318
HM PAYSON & CO 18180.01%0.01%0.01%Q2 2019Q3 202318
Spearhead Capital Advisors, LLC 1440.06%0.18%0.32%Q4 2017Q2 202218
Trinity Legacy Partners, LLC 18180.21%0.32%0.47%Q2 2019Q3 202318
Meristem Family Wealth, LLC 17170.04%0.10%0.12%Q1 2018Q1 202217
ICONIQ Capital, LLC 17170.08%0.63%1.83%Q3 2019Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.00%Q3 2016Q3 202017
Concert Wealth Management Inc. 17170.07%0.18%0.26%Q2 2013Q2 201717
Old North State Trust, LLC 1430.05%0.21%0.53%Q3 2018Q1 202317
LAZARD ASSET MANAGEMENT LLC 1520.00%0.01%0.03%Q2 2018Q3 202317
Avantax Planning Partners, Inc. 1410.00%0.03%0.05%Q3 2017Q3 202317
CX Institutional 820.01%0.06%0.42%Q2 2018Q2 202317
Parkside Financial Bank & Trust 1160.00%0.00%0.01%Q2 2016Q3 202317
Asset Dedication, LLC 1010.00%0.37%1.70%Q4 2015Q3 202317
Ranch Capital Advisors Inc. 17170.37%0.48%0.80%Q3 2019Q3 202317
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
WFG Advisors, LP 17170.06%0.10%0.14%Q2 2013Q2 201717
CNB Bank 17170.03%0.06%0.26%Q3 2019Q3 202317
BBVA USA Bancshares, Inc. 1070.01%0.03%0.05%Q3 2013Q1 202117
Richard C. Young & CO., LTD. 1520.04%0.13%0.31%Q2 2013Q3 202317
BURNEY CO/ 980.01%0.03%0.04%Q2 2013Q4 201717
FAS Wealth Partners, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Simplicity Solutions, LLC 1330.02%0.06%0.14%Q4 2017Q3 202316
HYMAN CHARLES D 16160.02%0.02%0.04%Q4 2019Q3 202316
Berkeley Capital Partners, LLC 740.30%2.69%6.45%Q4 2015Q3 202316
Independent Family Office, LLC 16160.44%0.67%0.91%Q4 2019Q3 202316
Zurich Insurance Group Ltd/FI 1510.02%0.03%0.05%Q4 2018Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.22%0.30%0.39%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 1420.06%0.08%0.12%Q3 2019Q3 202316
SII INVESTMENTS INC/WI 16160.06%0.16%0.30%Q1 2014Q4 201716
Stonebridge Financial Planning Group, LLC 16161.94%2.30%2.71%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.03%0.07%0.10%Q4 2019Q3 202316
Optas, LLC 16160.14%0.24%0.48%Q4 2019Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1330.05%0.14%0.41%Q3 2013Q3 201716
Kore Private Wealth LLC 16160.07%1.16%2.12%Q4 2018Q3 202216
Hamilton Wealth, LLC 16160.89%1.32%1.75%Q4 2018Q3 202216
Pinnacle Advisory Group, Inc. 710.02%0.06%0.10%Q1 2015Q1 202116
Arkadios Wealth Advisors 16160.18%1.09%3.15%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.07%0.11%0.34%Q4 2019Q3 202316
Krilogy Financial LLC 810.01%0.03%0.06%Q2 2016Q4 202116
Laidlaw Wealth Management LLC 16160.11%0.23%0.45%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 1060.00%0.02%0.16%Q3 2019Q3 202316
Greenwich Wealth Management LLC 1330.01%0.04%0.15%Q2 2013Q4 201716
Sound View Wealth Advisors Group, LLC 16160.05%0.07%0.13%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.02%0.03%0.04%Q3 2019Q3 202316
Apriem Advisors 880.01%0.51%1.23%Q3 2016Q3 202116
Dakota Wealth Management 1420.01%0.03%0.04%Q3 2019Q3 202316
OneDigital Investment Advisors LLC 650.00%0.02%0.09%Q2 2017Q3 202316
FIFTH THIRD SECURITIES, INC. 930.03%1.08%3.44%Q3 2017Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.72%1.27%1.71%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.34%0.54%1.11%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
Biltmore Family Office, LLC 16160.07%0.13%0.26%Q4 2019Q3 202316
BALLAST ADVISORS LLC 15150.01%0.01%0.02%Q4 2019Q2 202315
HC Advisors, LLC 1411.25%1.73%5.05%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1410.18%0.46%1.19%Q4 2019Q3 202315
Gray Wealth Management Inc. 15150.64%0.82%1.14%Q1 2020Q3 202315
Private Wealth Group, LLC 15150.20%0.30%0.47%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1120.00%0.01%0.02%Q3 2019Q3 202315
ALPS ADVISORS INC 960.09%0.13%0.20%Q4 2018Q4 202215
Royal Fund Management, LLC 1410.00%2.34%3.39%Q2 2018Q3 202315
Dynamic Advisor Solutions LLC 610.03%0.06%0.15%Q4 2013Q3 202315
Stelac Advisory Services LLC 15151.14%2.27%5.47%Q1 2020Q3 202315
Leelyn Smith, LLC 1320.03%0.16%0.21%Q4 2019Q3 202315
ProVise Management Group, LLC 15150.10%0.17%0.51%Q3 2014Q1 201815
OSAIC HOLDINGS, INC. 15150.09%0.12%0.15%Q1 2020Q3 202315
Regal Investment Advisors LLC 1050.02%0.07%0.16%Q2 2013Q3 202315
MISSION WEALTH MANAGEMENT, LP 15150.02%0.03%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.11%0.14%0.20%Q2 2016Q4 201915
FLAGSHIP HARBOR ADVISORS, LLC 1410.02%0.07%0.13%Q2 2017Q4 202115
Equitable Holdings, Inc. 15150.01%0.01%0.03%Q1 2020Q3 202315
Estate Counselors, LLC 15150.56%2.36%4.02%Q2 2013Q4 201615
SG Americas Securities, LLC 610.00%0.03%0.10%Q4 2013Q3 201815
SHEETS SMITH WEALTH MANAGEMENT 15150.08%0.09%0.10%Q1 2020Q3 202315
Advisory Alpha, LLC 1010.00%0.21%1.03%Q2 2015Q3 202015
Visionary Asset Management, Inc. 960.19%0.84%1.30%Q4 2014Q3 201815
Bigelow Investment Advisors, LLC 15150.20%0.36%0.64%Q4 2017Q2 202115
Baystate Wealth Management LLC 810.00%0.01%0.04%Q1 2018Q3 202314
CWA Asset Management Group, LLC 14140.03%0.04%0.08%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.01%0.04%Q2 2013Q3 201614
Quantitative Advantage, LLC 911.23%1.71%2.13%Q2 2013Q1 202014
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q2 2015Q3 202314
Advisors Capital Management, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Waldron Private Wealth LLC 14140.04%0.06%0.09%Q4 2017Q1 202114
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 710.00%0.34%1.28%Q4 2016Q3 202314
Ellis Investment Partners, LLC 14140.03%0.04%0.05%Q2 2019Q3 202214
Marotta Asset Management 1130.10%4.31%5.08%Q2 2020Q4 202314
MONTAG A & ASSOCIATES INC 1310.00%0.02%0.11%Q4 2019Q3 202314
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q1 2017Q3 202314
Endurance Wealth Management, Inc. 14140.01%0.01%0.02%Q2 2015Q3 201814
NewEdge Advisors, LLC 610.01%0.01%0.03%Q2 2017Q3 202314
Calamos Wealth Management LLC 14140.04%0.05%0.05%Q2 2018Q3 202114
Stratos Wealth Advisors, LLC 1310.02%0.03%0.14%Q1 2020Q3 202314
LBA Wealth Management, LLC 14140.01%0.04%0.06%Q4 2013Q1 201714
MSI Financial Services Inc 860.02%0.11%0.26%Q2 2013Q4 201614
55I, LLC 13130.04%0.16%0.55%Q3 2019Q3 202213
SeaCrest Wealth Management, LLC 760.01%0.02%0.04%Q4 2017Q3 202313
MinichMacGregor Wealth Management, LLC 1210.01%0.01%0.03%Q4 2015Q4 202213
Caprock Group, LLC 810.04%0.05%0.06%Q4 2017Q4 202213
Kestra Advisory Services, LLC 13130.13%0.21%0.30%Q3 2020Q3 202313
Greenline Partners, LLC 1210.00%0.22%0.78%Q2 2020Q3 202313
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 13130.02%0.02%0.03%Q1 2018Q1 202113
AMG National Trust Bank 850.01%0.01%0.02%Q2 2020Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.11%0.27%0.38%Q4 2018Q4 202113
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
FIDUCIARY TRUST CO 1210.00%0.01%0.01%Q2 2017Q3 202313
FOUNDERS FINANCIAL SECURITIES LLC 13130.04%0.09%0.23%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.06%0.16%0.63%Q2 2013Q2 201613
PARK AVENUE SECURITIES LLC 530.01%0.10%0.43%Q1 2017Q1 202113
Financial Architects, Inc 13130.01%0.02%0.04%Q2 2016Q2 201913
Kovitz Investment Group Partners, LLC 13130.02%0.03%0.04%Q1 2020Q1 202313
IBERIABANK CORP 13130.03%0.04%0.07%Q1 2017Q1 202013
J.W. COLE ADVISORS, INC. 810.14%0.17%0.19%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.06%0.11%0.20%Q3 2020Q3 202313
Principle Wealth Partners LLC 1210.00%0.07%0.08%Q2 2020Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Invst, LLC 410.04%1.89%3.33%Q4 2018Q2 202313
Global Trust Asset Management, LLC 940.10%0.25%0.60%Q1 2019Q3 202313
Faithward Advisors, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
Carolina Wealth Advisors, LLC 12120.03%0.03%0.04%Q4 2019Q3 202212
EXCHANGE TRADED CONCEPTS, LLC 910.02%0.51%2.82%Q2 2020Q3 202312
StoneX Group Inc. 930.08%0.29%0.94%Q4 2019Q3 202312
WNY Asset Management, LLC 12120.20%1.24%2.62%Q4 2020Q3 202312
RBA Wealth Management, LLC 840.19%0.22%0.24%Q1 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.03%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.04%0.05%Q4 2018Q3 202112
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.00%Q2 2013Q4 201812
Birchcreek Wealth Management, LLC 12120.51%0.73%0.99%Q4 2020Q3 202312
Live Your Vision, LLC 1110.01%0.01%0.01%Q3 2015Q1 201912
Baker Ellis Asset Management LLC 12120.03%0.11%0.14%Q4 2014Q3 201712
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1020.00%0.00%0.01%Q4 2014Q3 201812
Private Ocean, LLC 610.00%0.05%0.10%Q3 2015Q3 202312
Williams Jones Wealth Management, LLC. 1020.00%0.01%0.01%Q3 2019Q3 202312
TD Capital Management LLC 510.00%0.01%0.01%Q3 2017Q3 202312
Capital Asset Advisory Services LLC 12120.01%0.18%0.41%Q4 2019Q3 202212
Sandy Spring Bank 840.00%0.00%0.01%Q2 2020Q3 202312
Voya Financial Advisors, Inc. 1020.03%0.04%0.05%Q1 2015Q1 202112
DHJJ Financial Advisors, Ltd. 12120.77%0.86%0.95%Q4 2020Q3 202312
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2015Q3 202312
BANQUE PICTET & CIE SA 840.00%0.01%0.04%Q4 2013Q3 202312
Ameritas Investment Company, LLC 12120.05%0.62%1.93%Q4 2018Q3 202112
Proquility Private Wealth Partners, LLC 12120.76%1.45%2.08%Q4 2020Q3 202312
Hillcrest Wealth Advisors - NY, LLC 12120.16%0.18%0.20%Q4 2020Q3 202312
Independence Bank of Kentucky 12120.01%0.01%0.02%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.24%0.26%0.29%Q4 2020Q3 202312
Accel Wealth Management 12120.28%0.69%0.91%Q4 2020Q3 202312
MEEDER ASSET MANAGEMENT INC 910.00%0.00%0.00%Q4 2018Q3 202212
CEERA INVESTMENTS, LLC 11110.13%0.19%0.25%Q1 2021Q3 202311
Strategic Wealth Management Group, LLC 11114.00%6.03%8.68%Q4 2018Q2 202111
IFG Advisory, LLC 11110.06%0.07%0.08%Q4 2017Q2 202011
Prospera Financial Services Inc 810.01%0.02%0.08%Q3 2016Q3 202311
Winslow, Evans & Crocker, Inc. 11110.00%0.04%0.08%Q4 2014Q2 201711
Sierra Capital LLC 11110.11%0.36%0.49%Q1 2021Q3 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.56%2.38%5.61%Q1 2021Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.12%0.16%0.24%Q4 2019Q2 202211
Dorsey & Whitney Trust CO LLC 11110.10%0.16%0.19%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.03%0.03%0.05%Q1 2014Q1 201711
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.02%Q4 2016Q2 201911
Charter Oak Capital Management, LLC 740.00%0.01%0.03%Q4 2020Q3 202311
COUNTRY TRUST BANK 11110.00%0.00%0.00%Q3 2016Q1 201911
tru Independence LLC 910.14%0.22%0.26%Q4 2019Q3 202311
IHT Wealth Management, LLC 650.00%0.02%0.04%Q4 2016Q3 202311
Addison Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q4 2017Q3 202311
TCI Wealth Advisors, Inc. 710.00%0.00%0.01%Q1 2016Q1 202311
United Asset Strategies, Inc. 11110.03%0.10%0.15%Q4 2018Q2 202111
Spectrum Management Group, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
ALBION FINANCIAL GROUP /UT 1010.01%0.01%0.01%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
One Day In July LLC 11110.09%0.14%0.19%Q1 2021Q3 202311
PHILADELPHIA TRUST CO 1010.03%0.04%0.05%Q4 2020Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 1010.01%0.03%0.05%Q4 2020Q3 202311
Founders Financial Alliance, LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
WINTRUST INVESTMENTS LLC 920.06%0.61%1.02%Q2 2016Q2 201911
Concord Wealth Partners 740.00%0.02%0.04%Q4 2020Q3 202311
BARCLAYS PLC 610.00%0.00%0.00%Q2 2013Q4 202111
Koshinski Asset Management, Inc. 11110.04%0.05%0.06%Q1 2021Q3 202311
Axiom Financial Strategies, LLC 650.28%1.35%1.89%Q1 2020Q3 202311
CORBYN INVESTMENT MANAGEMENT INC/MD 11110.13%0.17%0.20%Q4 2020Q2 202311
BUCKINGHAM STRATEGIC WEALTH, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
IVC Wealth Advisors LLC 10100.20%0.22%0.24%Q2 2021Q3 202310
Clearstead Advisors, LLC 820.00%0.04%0.10%Q2 2020Q3 202310
Aevitas Wealth Management, Inc. 820.06%0.41%0.55%Q4 2018Q4 202110
SWMG, LLC 640.16%0.46%0.75%Q4 2020Q2 202310
WOODWARD DIVERSIFIED CAPITAL, LLC 640.41%0.67%0.95%Q4 2020Q3 202310
Brick & Kyle, Associates 10100.02%0.02%0.02%Q4 2014Q1 201710
Annapolis Financial Services, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
SYM FINANCIAL Corp 710.00%0.02%0.04%Q2 2018Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
HARBOUR INVESTMENTS, INC. 640.10%0.18%0.22%Q1 2021Q3 202310
Tranquilli Financial Advisor LLC 641.19%2.77%3.81%Q4 2020Q3 202310
Ausdal Financial Partners, Inc. 710.01%0.20%0.60%Q4 2015Q4 201910
MUFG Americas Holdings Corp 520.00%0.00%0.01%Q2 2016Q3 202210
NORTHSTAR ASSET MANAGEMENT Co LLC 10100.06%0.10%0.13%Q2 2021Q3 202310
EPG Wealth Management LLC 520.02%0.02%0.03%Q4 2019Q3 202310
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.26%0.35%0.50%Q2 2016Q3 202010
Armbruster Capital Management, Inc. 820.10%0.19%0.31%Q3 2019Q3 202310
SHELTON CAPITAL MANAGEMENT 10100.02%0.03%0.04%Q3 2015Q4 201710
RESOURCES MANAGEMENT CORP /CT/ /ADV 10100.00%0.26%2.62%Q2 2021Q3 202310
Ken Stern & Associates, Inc. 10100.18%0.22%0.25%Q2 2016Q3 201810
Octavia Wealth Advisors, LLC 910.04%0.44%2.13%Q1 2021Q3 202310
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2013Q3 201510
Rikoon Group, LLC 10100.07%0.08%0.10%Q3 2018Q4 202010
Pallas Capital Advisors LLC 10100.02%0.06%0.15%Q2 2021Q3 202310
Tatro Capital, LLC 10103.17%4.16%6.27%Q4 2019Q1 202210
Brinker Capital Investments, LLC 610.00%0.13%0.27%Q1 2014Q3 201910
CreativeOne Wealth, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
Wellspring Financial Advisors, LLC 10100.36%0.74%1.00%Q2 2021Q3 202310
COMERICA SECURITIES INC 10100.12%0.24%0.68%Q3 2016Q4 201810
Wealthspire Advisors, LLC 910.18%0.23%0.26%Q1 2021Q3 202310
Farmers National Bank 520.01%0.05%0.08%Q2 2016Q2 201910
Omnia Family Wealth, LLC 10100.02%0.03%0.03%Q4 2016Q1 201910
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.01%0.02%Q2 2020Q2 20229
MANAGED ACCOUNT ADVISORS LLC 990.01%0.09%0.20%Q2 2013Q2 20159
American Money Management, LLC 990.09%0.10%0.10%Q3 2021Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.00%0.00%Q3 2021Q3 20239
CENTRAL TRUST Co 710.00%0.00%0.00%Q4 2014Q3 20239
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
USAdvisors Wealth Management, LLC 610.09%0.11%0.18%Q4 2017Q1 20229
Avion Wealth 990.00%0.03%0.06%Q3 2021Q3 20239
Elwood & Goetz Wealth Advisory Group, LLC 994.81%6.12%7.34%Q3 2021Q3 20239
Moloney Securities Asset Management, LLC 990.08%0.14%0.19%Q3 2021Q3 20239
Financial Advocates Investment Management 990.02%0.02%0.03%Q1 2020Q1 20229
Integrated Wealth Management 990.04%0.28%0.78%Q1 2015Q1 20179
BOSTON FAMILY OFFICE LLC 720.02%0.03%0.04%Q2 2016Q1 20199
Foundations Investment Advisors, LLC 610.01%0.42%3.41%Q2 2020Q3 20239
1834 INVESTMENT ADVISORS CO 990.00%0.00%0.01%Q4 2017Q4 20199
SONATA CAPITAL GROUP INC 630.13%0.19%0.23%Q3 2019Q4 20229
Curran Financial Partners, LLC 541.14%2.22%3.04%Q4 2020Q3 20239
Bremer Bank National Association 990.08%0.11%0.12%Q1 2019Q1 20219
COLLECTIVE FAMILY OFFICE LLC 990.10%0.24%0.37%Q4 2020Q4 20229
Orion Portfolio Solutions, LLC 410.01%0.28%0.96%Q4 2019Q3 20239
Brookstone Capital Management 610.00%0.07%0.17%Q2 2017Q3 20239
TRUST CO OF VERMONT 610.00%0.00%0.00%Q1 2021Q3 20239
Johnson Financial Group, Inc. 410.00%0.01%0.03%Q4 2013Q3 20239
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q1 2021Q3 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.00%0.00%Q1 2020Q1 20229
FLOW TRADERS U.S. LLC 310.00%0.08%0.20%Q4 2016Q3 20239
MOTCO 810.00%0.01%0.01%Q1 2016Q4 20189
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Capital Bank & Trust Co 810.00%0.00%0.00%Q3 2017Q1 20209
1832 Asset Management L.P. 630.00%0.13%0.49%Q2 2014Q1 20209
RE Dickinson Investment Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.75%1.71%2.26%Q4 2021Q3 20238
Pariax, LLC 883.04%4.48%7.82%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
ASSETMARK, INC 510.00%0.00%0.00%Q4 2019Q3 20238
Cypress Capital, LLC 440.15%0.35%0.62%Q2 2020Q2 20228
Main Management ETF Advisors, LLC 885.76%9.91%12.99%Q4 2018Q3 20208
PGIM Custom Harvest LLC 441.10%1.70%2.53%Q4 2020Q3 20238
SELDON CAPITAL LP 885.32%7.14%9.01%Q4 2021Q3 20238
Grace Capital 410.10%0.24%0.98%Q1 2019Q3 20218
MAI Capital Management 880.01%0.01%0.01%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.14%0.84%Q4 2020Q1 20238
HBK Sorce Advisory LLC 410.01%0.01%0.02%Q2 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
TOCQUEVILLE ASSET MANAGEMENT L.P. 880.05%0.06%0.07%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.30%0.93%1.46%Q4 2021Q3 20238
COMERICA BANK 710.01%0.02%0.04%Q2 2021Q3 20238
Capital Directions Investment Advisors, LLC 610.02%0.02%0.03%Q4 2016Q1 20198
Bogart Wealth, LLC 620.00%0.00%0.00%Q3 2018Q3 20238
Mascoma Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Gladstone Institutional Advisory LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.03%0.04%0.08%Q4 2019Q3 20218
ST GERMAIN D J CO INC 410.01%0.01%0.02%Q4 2019Q4 20238
Wagner Wealth Management, LLC 620.03%0.04%0.05%Q2 2018Q1 20228
Fortitude Advisory Group L.L.C. 880.14%0.19%0.23%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 880.00%0.00%0.01%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.51%1.62%1.71%Q4 2021Q3 20238
City State Bank 880.08%0.09%0.10%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 880.17%0.22%0.24%Q4 2021Q3 20238
Perigon Wealth Management, LLC 710.01%0.01%0.02%Q3 2016Q4 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SFMG, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Main Management LLC 882.32%3.51%4.52%Q4 2018Q3 20208
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
WFA Asset Management Corp 880.01%0.05%0.06%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q2 20238
Praetorian Wealth Management, Inc. 530.10%0.18%0.27%Q3 2020Q4 20228
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2017Q3 20238
Perfromance Wealth Partners, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.00%0.01%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.61%2.27%Q4 2021Q3 20238
Virtu KCG Holdings LLC 610.01%0.02%0.05%Q4 2013Q4 20168
Pinnacle Financial Group, LLC / IL 880.24%0.31%0.40%Q4 2021Q3 20238
Marion Wealth Management 880.31%0.33%0.36%Q4 2021Q3 20238
NCM Capital Management, LLC 880.37%0.41%0.53%Q4 2021Q3 20238
Activest Wealth Management 880.01%0.03%0.11%Q1 2021Q4 20228
Houlihan Financial Resource Group, Ltd. 510.82%1.09%2.16%Q4 2019Q3 20238
SP Asset Management 880.02%0.04%0.05%Q3 2020Q2 20228
Disciplined Investments, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
Keystone Wealth Services, LLC 880.09%0.11%0.14%Q4 2021Q3 20238
MATHER GROUP, LLC. 770.01%0.01%0.01%Q1 2022Q3 20237
BCM ADVISORS, LLC 770.05%8.44%12.32%Q1 2022Q3 20237
XPONANCE, INC. 770.22%3.21%9.72%Q1 2016Q3 20177
SILVER OAK SECURITIES, INCORPORATED 770.05%0.06%0.09%Q1 2022Q3 20237
STOCK YARDS BANK & TRUST CO 430.01%0.01%0.01%Q3 2021Q2 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
SALEM INVESTMENT COUNSELORS INC 430.00%0.00%0.00%Q4 2021Q3 20237
SVB WEALTH LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Ten Capital Wealth Advisors, LLC 430.00%0.01%0.01%Q4 2020Q1 20237
Spinnaker Investment Group, LLC 770.08%0.37%0.49%Q1 2022Q3 20237
Compass Advisory Group LLC 770.15%0.23%0.27%Q1 2022Q3 20237
NICOLET ADVISORY SERVICES, LLC 520.03%0.05%0.07%Q4 2021Q3 20237
Autumn Glory Partners, LLC 610.12%0.16%0.20%Q4 2021Q3 20237
FirstPurpose Wealth LLC 520.12%0.16%0.26%Q4 2021Q3 20237
RETIREMENT GUYS FORMULA LLC 770.32%0.48%0.56%Q1 2022Q3 20237
RB Capital Management, LLC 770.01%0.54%0.68%Q4 2016Q2 20187
Members Advisory Group LLC 770.15%0.16%0.17%Q1 2022Q3 20237
IndexIQ Advisors LLC 310.00%0.01%0.03%Q3 2015Q2 20207
Visionary Wealth Advisors 770.09%0.20%0.30%Q1 2022Q3 20237
TIAA, FSB 520.00%0.01%0.02%Q1 2020Q2 20237
CGN Advisors LLC 430.03%0.05%0.07%Q3 2021Q4 20237
PACIFIC SUN FINANCIAL CORP 610.12%0.14%0.16%Q3 2021Q2 20237
MTM Investment Management, LLC 610.04%0.04%0.04%Q1 2021Q4 20227
Congress Wealth Management LLC / DE / 770.01%0.04%0.06%Q4 2021Q2 20237
Jackson, Grant Investment Advisers, Inc. 430.00%0.00%0.00%Q4 2020Q3 20227
LVW Advisors, LLC 610.05%0.08%0.10%Q3 2018Q2 20207
Foresight Wealth Management, LLC 770.08%0.15%0.20%Q2 2019Q4 20207
Retirement Planning Co of New England, Inc. 770.12%0.14%0.15%Q4 2021Q2 20237
Strategies Wealth Advisors, LLC 430.08%0.12%0.14%Q4 2021Q3 20237
Lenox Wealth Advisors, LLC 430.00%0.01%0.02%Q4 2015Q4 20207
RPg Family Wealth Advisory, LLC 510.00%0.59%4.01%Q2 2018Q1 20227
Kessler Investment Group, LLC 610.11%0.24%1.05%Q2 2013Q1 20157
Timber Hill LLC 310.00%0.02%0.03%Q2 2014Q2 20177
Beacon Capital Management, LLC 770.36%4.76%7.52%Q1 2022Q3 20237
Ledyard National Bank 770.00%0.00%0.00%Q2 2017Q4 20187
Waverly Advisors, LLC 520.01%0.02%0.04%Q3 2013Q3 20157
Doyle Wealth Management 310.02%0.02%0.03%Q4 2018Q2 20217
Tyler-Stone Wealth Management 520.22%0.25%0.28%Q4 2021Q3 20237
DSC Advisors, L.P. 510.13%0.79%2.43%Q4 2012Q2 20167
HERITAGE WEALTH MANAGEMENT, LLC 430.09%0.17%0.26%Q1 2021Q4 20227
HORIZON BANCORP INC /IN/ 410.08%0.25%0.43%Q4 2019Q3 20237
Investors Capital Advisory Services 770.04%0.05%0.05%Q4 2014Q2 20167
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
PRW Wealth Management LLC 430.10%0.26%1.13%Q4 2021Q3 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
GSB Wealth Management, LLC 770.30%0.38%0.58%Q1 2022Q3 20237
Canvas Wealth Advisors, LLC 770.11%0.19%0.30%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.32%0.44%0.58%Q4 2019Q2 20217
Allie Family Office LLC 770.19%0.20%0.21%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.08%0.13%0.20%Q1 2022Q3 20237
Avestar Capital, LLC 770.01%0.01%0.01%Q4 2017Q2 20197
MGO ONE SEVEN LLC 770.02%0.07%0.21%Q1 2022Q3 20237
TCF National Bank 770.04%0.04%0.05%Q3 2019Q1 20217
JANUS HENDERSON GROUP PLC 770.00%0.00%0.00%Q3 2017Q1 20197
BREMER TRUST NATIONAL ASSOCIATION 770.08%0.11%0.12%Q2 2017Q4 20187
BANK HAPOALIM BM 521.00%1.18%1.50%Q3 2021Q2 20237
Global Financial Private Capital, Inc 770.01%0.02%0.04%Q3 2017Q1 20197
Hikari Power Ltd 770.39%0.60%0.69%Q2 2018Q4 20197
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Jaffetilchin Investment Partners, LLC 770.03%0.03%0.05%Q1 2022Q3 20237
Blackston Financial Advisory Group, LLC 776.49%7.20%7.91%Q4 2021Q2 20237
Heritage Trust Co 610.00%0.01%0.01%Q1 2017Q4 20187
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 430.09%0.15%0.17%Q2 2020Q4 20227
Laurel Wealth Advisors, Inc. 770.12%0.16%0.21%Q2 2016Q4 20177
O'ROURKE & COMPANY, Inc 610.14%0.29%0.35%Q4 2021Q3 20237
HSBC HOLDINGS PLC 770.00%0.00%0.01%Q4 2020Q2 20227
MONETA GROUP INVESTMENT ADVISORS LLC 610.00%0.01%0.02%Q2 2018Q3 20237
Lindbrook Capital, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
Focused Wealth Management, Inc 770.00%0.00%0.00%Q2 2015Q4 20167
HOWE & RUSLING INC 310.00%0.00%0.01%Q2 2013Q3 20237
Hikari Tsushin, Inc. 660.39%0.43%0.45%Q3 2018Q4 20196
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
Weitzel Financial Services, Inc. 662.47%7.98%9.70%Q2 2022Q3 20236
HRT FINANCIAL LP 410.01%0.12%0.53%Q1 2020Q3 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Bell Rock Capital LLC 210.08%0.39%0.62%Q4 2019Q3 20226
McNaughton Wealth Management, LLC 330.14%0.14%0.14%Q4 2021Q2 20236
Berman Capital Advisors, LLC 510.01%0.03%0.05%Q4 2018Q2 20216
PARTNERS CAPITAL INVESTMENT GROUP, LLP 660.16%0.77%1.76%Q1 2020Q2 20216
Advisors Preferred, LLC 420.01%0.03%0.08%Q3 2015Q1 20236
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 420.02%0.09%0.25%Q4 2017Q1 20206
Partnervest Advisory Services LLC 510.00%0.02%0.08%Q2 2013Q4 20196
One Charles Private Wealth Services, LLC 660.14%0.18%0.27%Q2 2022Q3 20236
ASPIRIANT, LLC 660.03%0.04%0.06%Q2 2016Q3 20176
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
INSPIRION WEALTH ADVISORS, LLC 660.16%0.19%0.24%Q2 2017Q3 20186
Safeguard Investment Advisory Group, LLC 510.05%1.20%3.11%Q4 2020Q3 20236
Mariner, LLC 510.01%0.01%0.01%Q3 2016Q3 20236
Stevard, LLC 510.20%0.23%0.25%Q1 2022Q3 20236
Diversified, LLC 510.10%0.19%0.27%Q4 2020Q3 20236
Segment Wealth Management, LLC 660.45%0.53%0.58%Q1 2016Q2 20176
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Joule Financial, LLC 660.71%1.95%3.51%Q2 2022Q3 20236
Family Capital Trust Co 660.02%0.03%0.03%Q2 2013Q3 20146
Banque Cantonale Vaudoise 660.01%0.01%0.01%Q2 2022Q3 20236
Ford Financial Group, LLC 510.00%0.07%0.10%Q2 2021Q4 20226
FUKOKU MUTUAL LIFE INSURANCE Co 660.46%1.11%1.93%Q3 2014Q4 20156
Coston, McIsaac & Partners 660.05%0.06%0.09%Q2 2022Q3 20236
UBS AG 660.01%0.02%0.02%Q2 2013Q3 20146
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 420.00%0.05%0.14%Q4 2016Q3 20236
CVA Family Office, LLC 660.06%0.20%0.25%Q2 2022Q3 20236
Fortis Advisors, LLC 660.01%0.01%0.02%Q1 2020Q2 20216
Seven Springs Wealth Group, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
First Bancorp, Inc /ME/ 660.58%0.61%0.66%Q2 2022Q3 20236
Sound Income Strategies, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Antonetti Capital Management LLC 660.08%0.13%0.31%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CONSOLIDATED CAPITAL MANAGEMENT, LLC 510.17%0.34%0.98%Q4 2017Q3 20236
Checchi Capital Advisers, LLC 660.04%0.05%0.07%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.44%0.65%0.78%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.00%0.00%Q1 2014Q2 20156
Savant Capital, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
TAP Consulting, LLC 660.12%1.00%3.00%Q4 2020Q1 20226
WMG Financial Advisors, LLC 660.19%0.20%0.22%Q2 2022Q3 20236
Tradition Wealth Management, LLC 660.01%0.06%0.08%Q4 2020Q1 20226
GREENLEAF TRUST 660.01%0.02%0.02%Q2 2017Q3 20186
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Stearns Financial Services Group 330.01%0.04%0.07%Q4 2015Q3 20206
Milestone Advisory Partners 663.48%5.57%6.41%Q2 2022Q3 20236
Lighthouse Financial Advisors, Inc. 660.26%0.34%0.43%Q4 2019Q1 20216
Eudaimonia Partners, LLC 660.11%0.36%0.57%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
Csenge Advisory Group 660.03%0.04%0.06%Q2 2022Q3 20236
BROWN ADVISORY INC 310.00%0.00%0.00%Q2 2013Q4 20196
Inscription Capital, LLC 510.04%0.06%0.08%Q4 2020Q2 20226
Continuum Advisory, LLC 550.04%0.04%0.04%Q2 2022Q2 20235
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
Salomon & Ludwin, LLC 410.03%0.08%0.10%Q1 2020Q3 20235
IEQ CAPITAL, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Ahrens Investment Partners LLC 310.01%0.06%0.24%Q4 2020Q1 20235
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550.00%0.00%0.00%Q2 2015Q2 20165
ABSOLUTE CAPITAL MANAGEMENT, LLC 552.12%2.48%3.04%Q4 2021Q4 20225
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.05%0.10%Q4 2021Q2 20235
JMAC ENTERPRISES LLC 550.49%0.55%0.59%Q4 2021Q4 20225
GSA CAPITAL PARTNERS LLP 320.07%0.15%0.26%Q3 2021Q3 20235
FourThought Financial, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
Fort Point Capital Partners LLC 550.31%0.48%0.63%Q1 2022Q1 20235
Clarus Wealth Advisors 550.05%0.07%0.12%Q2 2018Q2 20195
CMC Financial Group 320.26%1.91%3.92%Q1 2019Q3 20225
Hudock, Inc. 410.03%0.07%0.09%Q4 2018Q3 20225
Zullo Investment Group, Inc. 550.04%0.04%0.05%Q4 2021Q4 20225
Truvestments Capital LLC 320.01%0.20%0.55%Q2 2018Q3 20195
WESPAC Advisors, LLC 550.80%1.02%1.24%Q2 2013Q2 20145
Capital Advisory Group Advisory Services, LLC 410.00%0.00%0.00%Q4 2020Q1 20225
MACROVIEW INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EP Wealth Advisors, LLC 410.01%0.02%0.09%Q2 2022Q3 20235
SMITH, MOORE & CO. 550.06%0.07%0.07%Q3 2022Q3 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 550.34%0.37%0.40%Q2 2018Q2 20195
H&H Retirement Design & Management INC 550.43%0.53%0.64%Q4 2021Q4 20225
Compass Financial Group, INC/SD 5522.02%25.34%29.00%Q4 2022Q4 20235
Cable Hill Partners, LLC 550.00%0.00%0.01%Q3 2016Q3 20175
BOYS ARNOLD & CO INC 550.03%0.04%0.06%Q4 2018Q4 20195
STARR INTERNATIONAL CO INC 552.06%2.60%3.52%Q1 2019Q1 20205
ARS Wealth Advisors, LLC 550.09%0.29%0.42%Q1 2017Q1 20185
FineMark National Bank & Trust 410.00%0.00%0.01%Q1 2014Q2 20165
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q1 2015Q2 20235
Harrison & Co Wealth Management, LLC 550.51%0.55%0.60%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.03%0.03%0.04%Q1 2015Q1 20165
ACG Wealth 410.00%0.07%0.13%Q1 2021Q2 20225
ROMANO BROTHERS AND COMPANY 550.04%0.05%0.06%Q3 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.02%0.03%Q1 2018Q1 20195
Cresset Asset Management, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
Moisand Fitzgerald Tamayo, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Madison Asset Management, LLC 320.02%0.07%0.16%Q2 2020Q1 20225
Sowell Financial Services LLC 210.00%0.00%0.00%Q3 2019Q1 20215
DIXON HUBARD FEINOUR & BROWN INC/VA 320.29%0.30%0.31%Q4 2014Q2 20165
Harfst & Associates, Inc. 320.01%0.04%0.08%Q2 2015Q2 20175
VALLEY NATIONAL ADVISERS INC 320.00%0.01%0.02%Q3 2019Q3 20235
Jackson Hole Capital Partners, LLC 550.04%0.04%0.06%Q4 2018Q4 20195
CoreCap Advisors, LLC 550.04%0.05%0.06%Q4 2021Q4 20225
OXFORD FINANCIAL GROUP, LTD. LLC 410.00%0.01%0.02%Q3 2021Q3 20235
Vantage Investment Advisors, LLC 550.03%0.03%0.03%Q4 2013Q4 20145
COMPASS FINANCIAL ADVISORS LLC 550.32%0.36%0.38%Q1 2022Q1 20235
American Financial Network Advisory Services LLC 320.03%0.28%0.53%Q3 2017Q3 20195
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
McClarren Financial Advisors, Inc. 550.16%0.20%0.24%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.05%0.30%1.02%Q4 2020Q4 20215
Rehmann Capital Advisory Group 320.01%0.01%0.01%Q1 2018Q2 20195
ESG Planning 550.40%1.70%2.32%Q1 2022Q1 20235
Syntal Capital Partners, LLC 320.01%0.01%0.02%Q2 2014Q3 20155
Kinloch Capital, LLC 410.02%0.73%1.45%Q4 2020Q4 20225
MARSHALL WACE, LLP 210.00%0.00%0.00%Q3 2019Q2 20235
Private Advisory Group LLC 550.10%0.18%0.30%Q3 2022Q3 20235
Walleye Trading LLC 210.00%0.00%0.00%Q4 2013Q4 20155
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.01%Q3 2013Q3 20145
Heartwood Wealth Advisors LLC 310.03%0.03%0.03%Q4 2020Q1 20235
PARK NATIONAL CORP /OH/ 550.06%0.07%0.07%Q4 2022Q4 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.40%1.28%2.51%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 442.24%2.38%2.62%Q4 2022Q3 20234
Arete Wealth Advisors, LLC 440.02%0.03%0.04%Q2 2022Q1 20234
Psagot Value Holdings Ltd. 440.01%0.01%0.02%Q1 2016Q4 20164
Progressive Investment Management Corp 440.04%0.04%0.04%Q4 2022Q3 20234
Financial Gravity Asset Management, Inc. 310.00%0.00%0.00%Q1 2019Q1 20204
Lake Hills Wealth Management, LLC 440.16%0.26%0.38%Q4 2021Q3 20224
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Patten Group, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.00%0.01%Q1 2014Q4 20144
Vertex Planning Partners, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
BLACKROCK ADVISORS LLC 330.00%0.00%0.00%Q2 2015Q4 20154
HOLLENCREST CAPITAL MANAGEMENT 310.12%0.62%2.12%Q4 2013Q3 20204
Milestone Investment Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Fulcrum Capital LLC 440.12%0.13%0.13%Q4 2022Q3 20234
Pension Partners, LLC 312.34%3.14%3.99%Q1 2016Q1 20174
NEIRG Wealth Management, LLC 440.07%0.08%0.09%Q4 2021Q3 20224
FinDec Wealth Services, Inc. 440.16%1.28%4.41%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Parcion Private Wealth LLC 440.04%1.03%2.07%Q2 2022Q1 20234
Colonial Trust Co / SC 440.04%0.04%0.04%Q4 2022Q3 20234
BALDWIN BROTHERS LLC/MA 440.00%0.00%0.01%Q4 2017Q3 20184
Cordasco Financial Network 220.00%0.02%0.03%Q2 2018Q4 20194
First Bank & Trust 440.02%0.02%0.02%Q2 2017Q1 20184
Glovista Investments LLC 310.07%0.16%0.25%Q2 2018Q4 20204
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 440.86%0.95%1.10%Q4 2022Q3 20234
Betterment LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Argentus Capital Management, LLC 440.00%0.00%0.02%Q3 2015Q2 20164
Bleakley Financial Group, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 440.07%0.07%0.08%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
HBW ADVISORY SERVICES LLC 210.05%0.29%0.58%Q4 2019Q1 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Retirement Planning Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Oxinas Partners Wealth Management LLC 440.16%0.20%0.25%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.00%0.01%0.02%Q2 2022Q3 20234
CIC Wealth, LLC 440.97%1.06%1.20%Q4 2022Q3 20234
KMS FINANCIAL SERVICES, INC 440.07%0.12%0.15%Q4 2013Q3 20144
Financial Freedom, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Select Asset Management & Trust 442.46%3.30%4.84%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 220.00%0.03%0.06%Q2 2017Q2 20184
Phoenix Holdings Ltd. 440.02%0.03%0.04%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 210.21%0.24%0.29%Q2 2022Q3 20234
Your Advocates Ltd., LLP 310.00%0.00%0.00%Q3 2022Q3 20234
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q2 20144
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
Halpern Financial, Inc. 220.01%0.01%0.01%Q1 2021Q2 20224
Capital Planning Advisors, LLC 440.53%0.64%0.84%Q4 2014Q3 20154
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 4413.23%23.77%37.81%Q4 2015Q3 20164
Essential Planning, LLC. 440.14%0.20%0.31%Q4 2022Q3 20234
Truepoint, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Apexium Financial, LP 310.02%0.09%0.29%Q1 2020Q3 20234
Costello Asset Management, INC 440.00%0.00%0.01%Q2 2020Q1 20214
St. Johns Investment Management Company, LLC 440.01%0.01%0.02%Q1 2014Q4 20144
Golden State Wealth Management, LLC 310.49%0.60%0.77%Q1 2019Q1 20204
Sharper & Granite LLC 442.93%3.43%4.03%Q4 2022Q3 20234
Balentine LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Prime Capital Investment Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2015Q1 20234
Mirae Asset Global Investments Co., Ltd. 310.01%0.03%0.06%Q2 2013Q1 20164
Ionic Capital Management LLC 330.01%0.55%1.00%Q2 2015Q4 20154
CORA CAPITAL ADVISORS LLC 440.39%0.44%0.48%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Ascent Group, LLC 220.16%0.31%0.48%Q4 2021Q1 20234
Spruce Investment Advisors LLC 440.01%0.01%0.02%Q4 2016Q3 20174
OGOREK ANTHONY JOSEPH /NY/ /ADV 449.30%10.99%12.21%Q1 2016Q4 20164
Nadler Financial Group, Inc. 440.04%0.04%0.04%Q4 2022Q3 20234
WealthShield Partners, LLC 220.00%0.01%0.02%Q3 2018Q3 20204
Capital Investment Advisory Services, LLC 310.00%0.00%0.01%Q4 2018Q2 20224
Sanctuary Wealth Management, L.L.C. 210.00%0.25%0.73%Q1 2010Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.07%0.10%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
NEW YORK STATE COMMON RETIREMENT FUND 440.01%0.02%0.04%Q1 2016Q4 20164
Yellowstone Partners, LLC 440.11%0.15%0.24%Q2 2015Q1 20164
People's United Financial, Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20234
NOVARE CAPITAL MANAGEMENT LLC 440.16%0.16%0.16%Q4 2022Q3 20234
Providence Capital Advisors, LLC 110.00%0.00%0.01%Q4 2017Q3 20233
Wilson & Boucher Capital Management, LLC 330.51%0.52%0.54%Q1 2023Q3 20233
MBM Wealth Consultants, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Western Pacific Wealth Management, LP 330.13%0.15%0.18%Q4 2021Q2 20223
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.01%Q4 2016Q4 20193
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.11%Q1 2021Q3 20233
David Kennon Inc 331.84%1.87%1.89%Q1 2023Q3 20233
Goldstein Munger & Associates 330.33%0.78%1.02%Q2 2020Q4 20203
First Heartland Consultants, Inc. 210.03%0.03%0.04%Q2 2013Q4 20203
BCK CAPITAL MANAGEMENT LP 330.26%0.38%0.47%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.20%0.52%0.90%Q4 2020Q2 20233
Glassman Wealth Services 330.01%0.01%0.01%Q1 2016Q3 20163
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ATWOOD & PALMER INC 330.00%0.00%0.00%Q3 2018Q1 20193
Capital Advisors Wealth Management, LLC 330.47%0.70%0.89%Q3 2022Q1 20233
Coppell Advisory Solutions LLC 210.01%0.02%0.02%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 331.15%1.47%1.99%Q1 2023Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
PROFFITT & GOODSON INC 330.00%0.01%0.01%Q3 2018Q1 20193
Itau Unibanco Holding S.A. 330.07%0.10%0.12%Q3 2016Q1 20173
L.M. KOHN & COMPANY 330.17%0.18%0.19%Q1 2022Q3 20223
BUCKINGHAM STRATEGIC PARTNERS, LLC 210.01%0.01%0.02%Q4 2022Q3 20233
LAKE STREET PRIVATE WEALTH, LLC 210.04%0.04%0.04%Q4 2021Q2 20233
SWEENEY & MICHEL, LLC 330.49%0.51%0.52%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
JACKSON SQUARE CAPITAL, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
GREAT VALLEY ADVISOR GROUP, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.03%Q4 2021Q2 20223
Midwest Financial Group LLC 330.30%0.33%0.37%Q1 2023Q3 20233
Financial Planning & Information Services, Inc. 330.05%0.05%0.05%Q4 2022Q2 20233
MADISON INVESTMENT HOLDINGS INC 330.07%0.16%0.22%Q3 2018Q1 20193
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Strategic Financial Concepts, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
GYL FINANCIAL SYNERGIES, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Resurgent Financial Advisors LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Clal Insurance Enterprises Holdings Ltd 330.16%0.16%0.17%Q4 2014Q2 20153
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.01%0.01%Q4 2015Q4 20213
Pine Valley Investments Ltd Liability Co 330.02%0.03%0.04%Q1 2023Q3 20233
WEALTHSOURCE PARTNERS, LLC 330.04%0.07%0.08%Q2 2019Q4 20193
Montecito Bank & Trust 330.09%0.11%0.12%Q2 2017Q4 20173
Ironsides Asset Advisors, LLC 330.14%0.15%0.16%Q2 2018Q4 20183
Empower Advisory Group, LLC 330.16%0.16%0.17%Q1 2023Q3 20233
Allegis Investment Advisors, LLC 330.11%0.14%0.15%Q1 2016Q3 20163
TRANSCEND CAPITAL ADVISORS, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Secure Asset Management, LLC 210.06%0.08%0.11%Q1 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.03%0.05%0.06%Q4 2022Q3 20233
JFS WEALTH ADVISORS, LLC 210.00%0.01%0.02%Q2 2020Q3 20233
AlphaStar Capital Management, LLC 330.13%0.14%0.17%Q4 2017Q2 20183
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Kelman-Lazarov, Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
RETIREMENT INCOME SOLUTIONS, INC 210.06%0.13%0.22%Q2 2022Q2 20233
RPG Investment Advisory, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
TWIN FOCUS CAPITAL PARTNERS, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.16%0.17%0.18%Q4 2020Q2 20213
FundX Investment Group, LLC 211.10%1.27%1.57%Q1 2016Q1 20203
Midwest Professional Planners, LTD. 330.01%0.01%0.01%Q4 2017Q2 20183
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Apollon Wealth Management, LLC 110.02%0.29%0.70%Q2 2020Q2 20233
Narwhal Capital Management 330.07%0.08%0.08%Q2 2017Q4 20173
Kingsview Wealth Management, LLC 330.18%0.21%0.24%Q3 2018Q1 20193
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Cape Investment Advisory, Inc. 330.10%0.12%0.18%Q1 2023Q3 20233
One Capital Management, LLC 330.12%0.12%0.13%Q2 2022Q4 20223
TOMPKINS FINANCIAL CORP 210.00%0.00%0.01%Q1 2019Q4 20233
Avalon Trust Co 330.03%0.03%0.03%Q1 2023Q3 20233
Lion Street Advisors, LLC 330.15%0.17%0.21%Q1 2023Q3 20233
Sterling Investment Advisors, Ltd. 330.01%0.01%0.02%Q2 2019Q4 20193
Smart Money Group LLC 331.54%1.91%2.46%Q1 2020Q3 20203
Alexandria Capital, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Olistico Wealth, LLC 330.40%0.42%0.45%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
NORTH STAR ASSET MANAGEMENT INC 330.01%0.01%0.01%Q4 2021Q2 20223
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2015Q3 20233
Colonial River Wealth Management, LLC 330.40%0.42%0.45%Q1 2023Q3 20233
Petix & Botte Co 110.07%0.07%0.07%Q3 2021Q2 20233
Red Door Wealth Management, LLC 210.02%0.03%0.04%Q1 2020Q2 20213
TIAA CREF TRUST CO FSB/MO 330.01%0.02%0.02%Q4 2015Q2 20163
Vigilant Capital Management, LLC 330.01%0.01%0.02%Q1 2015Q3 20153
Integrity Financial Corp /WA 330.03%0.07%0.11%Q1 2023Q3 20233
WP Advisors, LLC 210.02%0.03%0.03%Q2 2018Q1 20193
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
Acorn Wealth Advisors, LLC 220.03%0.03%0.03%Q1 2018Q2 20182
US FINANCIAL ADVISORS, LLC 224.07%4.39%4.70%Q1 2016Q2 20162
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
PANORAMIC INVESTMENT ADVISORS, LLC 110.25%0.27%0.29%Q4 2022Q3 20232
MBA Advisors LLC 221.15%1.55%1.94%Q3 2022Q4 20222
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q3 20202
Precision Wealth Strategies, LLC 220.69%0.90%1.10%Q4 2020Q1 20212
Quantitative Strategies, Inc. 220.18%0.18%0.18%Q2 2023Q3 20232
Virtue Capital Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.03%0.03%Q2 2022Q3 20222
TWO SIGMA SECURITIES, LLC 110.17%0.37%0.58%Q2 2015Q3 20172
Good Life Advisors, LLC 220.06%0.06%0.06%Q2 2018Q3 20182
USCA RIA LLC 220.04%0.04%0.04%Q2 2017Q3 20172
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
Stegent Equity Advisors, Inc. 221.03%1.84%2.64%Q1 2022Q2 20222
Hefty Wealth Partners 110.03%0.36%0.70%Q4 2015Q1 20182
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2013Q4 20212
Systelligence, LLC 221.43%2.32%3.22%Q3 2023Q4 20232
Bellwether Advisors, LLC 220.00%0.03%0.06%Q4 2022Q1 20232
Perennial Investment Advisors, LLC 220.06%0.07%0.07%Q1 2023Q2 20232
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Nan Shan Life Insurance Co., Ltd. 110.10%0.11%0.11%Q2 2018Q4 20182
Total Clarity Wealth Management, Inc. 110.00%0.00%0.01%Q4 2019Q2 20222
BTS Asset Management, Inc. 220.11%0.12%0.13%Q1 2023Q2 20232
SCS Capital Management LLC 220.48%0.59%0.70%Q1 2017Q2 20172
WealthBridge Capital Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Sentinus, LLC 220.18%0.19%0.19%Q1 2023Q2 20232
U.S. Capital Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Parsec Financial Management, Inc. 220.02%0.03%0.03%Q3 2016Q4 20162
Idaho Trust Bank 220.53%0.59%0.65%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
GeoWealth Management, LLC 110.01%0.05%0.09%Q3 2020Q1 20222
NORTHSTAR WEALTH PARTNERS LLC 220.11%0.16%0.22%Q4 2018Q1 20192
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.02%0.02%0.02%Q3 2019Q4 20192
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2016Q2 20192
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
Elm Partners Management LLC 110.01%0.02%0.02%Q1 2022Q3 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Fiduciary Planning LLC 220.02%3.98%7.94%Q4 2020Q1 20212
Southern Farm Bureau Life Insurance 220.07%0.07%0.07%Q1 2022Q2 20222
Safeguard Financial, LLC 110.07%0.15%0.23%Q4 2022Q2 20232
FISCHER INVESTMENT STRATEGIES, LLC 220.86%0.87%0.87%Q2 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.27%0.28%0.30%Q4 2019Q1 20202
Trexquant Investment LP 220.02%0.02%0.02%Q2 2020Q3 20202
Legacy Capital Wealth Partners, LLC 221.23%1.27%1.30%Q4 2020Q1 20212
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
SG3 Management, LLC 110.04%0.18%0.32%Q2 2019Q2 20192
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
JT Stratford LLC 220.14%0.15%0.16%Q1 2017Q2 20172
Foothills Asset Management, Ltd. 220.57%0.59%0.61%Q4 2017Q1 20182
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.02%Q1 2021Q2 20232
TIEDEMANN ADVISORS, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
McIlrath & Eck, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Zurcher Kantonalbank (Zurich Cantonalbank) 110.19%0.25%0.30%Q3 2015Q1 20162
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Curtis Advisory Group, LLC 226.35%6.49%6.62%Q2 2022Q3 20222
Riverstone Advisors, LLC 220.13%0.13%0.13%Q1 2023Q2 20232
Navigation Wealth Management, Inc. 220.22%0.23%0.24%Q1 2021Q2 20212
Planned Solutions, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
L2 Asset Management, LLC 110.16%1.24%2.32%Q4 2019Q4 20212
Oak Point Wealth Management 220.05%0.22%0.38%Q4 2017Q1 20182
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.02%Q1 2022Q3 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.38%0.40%0.42%Q2 2016Q3 20162
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.33%0.66%Q3 2020Q4 20202
Davis Capital Management 220.15%0.15%0.16%Q1 2020Q2 20202
Ironwood Investment Counsel, LLC 220.17%0.18%0.18%Q3 2016Q4 20162
FDx Advisors, Inc. 220.02%0.02%0.02%Q1 2019Q2 20192
Legacy Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
STANCORP INVESTMENT ADVISERS INC 220.04%0.04%0.04%Q4 2014Q1 20152
Ayalon Insurance Comp Ltd. 220.03%0.03%0.03%Q1 2015Q2 20152
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q1 2017Q2 20172
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Taikang Asset Management (Hong Kong) Co Ltd 220.24%0.26%0.28%Q4 2017Q1 20182
Bristol County Savings Bank 221.68%1.76%1.83%Q3 2017Q4 20172
OLD NATIONAL BANCORP /IN/ 110.49%0.52%0.54%Q4 2016Q4 20172
CABANA LLC 114.17%6.12%8.08%Q2 2020Q1 20222
Armor Investment Advisors, LLC 110.03%0.03%0.03%Q1 2019Q4 20202
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q4 2021Q4 20211
AMP Capital Investors Ltd 110.20%0.20%0.20%Q1 2017Q1 20171
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q1 2018Q1 20181
ANGELES WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
United Community Bank 110.06%0.06%0.06%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Fullerton Fund Management Co Ltd. 110.07%0.07%0.07%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Rainsberger Wealth Advisors, Inc. 110.18%0.18%0.18%Q4 2022Q4 20221
Valmark Advisers, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
F3Logic, LLC 111.11%1.11%1.11%Q3 2020Q3 20201
Community Bank, N.A. 110.01%0.01%0.01%Q4 2014Q4 20141
WealthTrust-Arizona, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Nalls Sherbakoff Group, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
Compagnie Lombard Odier SCmA 110.05%0.05%0.05%Q1 2017Q1 20171
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
COLONY GROUP LLC 110.03%0.03%0.03%Q4 2020Q4 20201
JOYN Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Kellett Wealth Advisors, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PEOPLES FINANCIAL SERVICES CORP. 110.00%0.00%0.00%Q4 2018Q4 20181
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Alpine Global Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
SOUTH TEXAS MONEY MANAGEMENT LTD 110.03%0.03%0.03%Q4 2015Q4 20151
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q2 2018Q2 20181
MCDONALD PARTNERS LLC 112.15%2.15%2.15%Q4 2021Q4 20211
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Vestpro Financial Partners, Inc. dba CPF Texas 110.11%0.11%0.11%Q1 2018Q1 20181
Vident Investment Advisory, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
BHF Kleinwort Benson Group S.A. 110.06%0.06%0.06%Q1 2014Q1 20141
Legacy Financial Strategies, LLC 110.42%0.42%0.42%Q4 2017Q4 20171
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
USA FINANCIAL FORMULAS 110.81%0.81%0.81%Q3 2016Q3 20161
SEAVIEW INVESTMENT MANAGERS LLC 111.27%1.27%1.27%Q2 2022Q2 20221
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.05%0.05%0.05%Q3 2017Q3 20171
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.02%0.02%0.02%Q3 2019Q3 20191
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Verus Financial Partners, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SP Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PNC Managed Account Solutions, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q2 2019Q2 20191
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.11%0.11%0.11%Q1 2022Q1 20221
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q1 2017Q1 20171
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Insight Folios Inc 110.24%0.24%0.24%Q4 2019Q4 20191
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Cooper Financial Group 110.12%0.12%0.12%Q4 2020Q4 20201
JTC Employer Solutions Trustee Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Beacon Financial Advisory LLC 110.39%0.39%0.39%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q2 2022Q2 20221
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Bryn Mawr Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.06%0.06%0.06%Q1 2020Q1 20201
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Beaumont Financial Partners, LLC 111.56%1.56%1.56%Q2 2013Q2 20131
Marks Wealth, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Pinnacle Wealth Management Advisory Group, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Godshalk Welsh Capital Management, Inc. 110.10%0.10%0.10%Q4 2014Q4 20141
East Coast Asset Management, LLC. 110.08%0.08%0.08%Q2 2018Q2 20181
VICUS CAPITAL 110.19%0.19%0.19%Q3 2014Q3 20141
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q1 20231
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
STAPP WEALTH MANAGEMENT, PLLC 114.04%4.04%4.04%Q2 2023Q2 20231
Coho Partners, Ltd. 110.06%0.06%0.06%Q4 2019Q4 20191
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.16%0.16%0.16%Q4 2021Q4 20211
Polianta Ltd 117.31%7.31%7.31%Q1 2021Q1 20211
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Asset Management Group, Inc. 110.07%0.07%0.07%Q3 2020Q3 20201
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2022Q3 20221
DOLIVER ADVISORS, LP 110.08%0.08%0.08%Q2 2019Q2 20191
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
HB Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.02%0.02%0.02%Q3 2016Q3 20161
Lubar & Co., Inc 111.49%1.49%1.49%Q2 2015Q2 20151
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Greenhouse Wealth Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
STABLEFORD CAPITAL II LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
RELIANCE TRUST CO OF DELAWARE 110.02%0.02%0.02%Q3 2015Q3 20151
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Financial Management Professionals, Inc. 110.39%0.39%0.39%Q4 2022Q4 20221
CPWM, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SYON CAPITAL LLC 110.49%0.49%0.49%Q3 2023Q3 20231
OVERSEA-CHINESE BANKING Corp Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
VALLEY FORGE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Place Financial Advisors, LLC 110.20%0.20%0.20%Q3 2020Q3 20201
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RGT Wealth Advisors, LLC 110.13%0.13%0.13%Q3 2016Q3 20161
Altshuler Shaham Ltd 110.10%0.10%0.10%Q3 2020Q3 20201
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
NEXT Financial Holdings 110.72%0.72%0.72%Q1 2019Q1 20191
Curi Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Greytown Advisors Inc. 110.82%0.82%0.82%Q3 2020Q3 20201
Financial & Tax Architects, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
S.C. Financial Services, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Hilltop Holdings Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2018Q1 20181
HBK INVESTMENTS L P 110.00%0.00%0.00%Q3 2022Q3 20221
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
INTEGRAL INVESTMENT ADVISORS, INC. 112.62%2.62%2.62%Q2 2022Q2 20221
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Retireful, LLC 110.80%0.80%0.80%Q2 2023Q2 20231
First Command Bank 110.02%0.02%0.02%Q1 2018Q1 20181
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Cavalier Investments, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
PACIFIC FINANCIAL GROUP INC 110.98%0.98%0.98%Q2 2014Q2 20141
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Connective Portfolio Management, LLC 113.68%3.68%3.68%Q4 2022Q4 20221
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Better Money Decisions, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2023Q1 20231
West Oak Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Belvedere Trading LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Fernwood Investment Management, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Stuart Chaussee & Associates, Inc. 116.86%6.86%6.86%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q1 2022Q1 20221
Aspire Private Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.03%0.03%0.03%Q3 2015Q3 20151
VERUS CAPITAL PARTNERS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BEAM WEALTH ADVISORS, INC. 110.30%0.30%0.30%Q4 2019Q4 20191
SkyOak Wealth, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Tandem Wealth Advisors LLC 111.51%1.51%1.51%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20141
Fortune 45 LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Smith Affiliated Capital Corp. 110.01%0.01%0.01%Q3 2017Q3 20171
U S GLOBAL INVESTORS INC 110.26%0.26%0.26%Q3 2019Q3 20191
Penserra Capital Management LLC 110.14%0.14%0.14%Q4 2018Q4 20181
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q2 2013Q2 20131
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Guardian Wealth Management, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2019Q2 20191
Nelson Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Weatherstone Capital Management 110.19%0.19%0.19%Q2 2014Q2 20141
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

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