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 2023118
Cutler Group LLC / CA 19110.00%0.00%0.04%Q4 2015Q3 202372
HUNTINGTON NATIONAL BANK 2910.00%0.00%0.03%Q1 2009Q3 202357
Citadel Advisors 1710.00%0.00%0.00%Q1 2015Q3 202356
WOLVERINE TRADING, LLC 1010.00%0.00%0.01%Q2 2016Q4 202245
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.16%Q2 2013Q3 202344
CITIGROUP INC 42420.00%0.00%0.04%Q2 2013Q3 202344
Regis Management CO LLC 43430.68%2.34%5.75%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202343
Freedom Investment Management, Inc. 43430.03%0.36%1.89%Q1 2013Q3 202343
Veritable, L.P. 43430.08%0.21%0.58%Q4 2012Q2 202343
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.04%Q2 2013Q3 202343
FIRST FINANCIAL CORP /IN/ 42420.00%0.33%0.81%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 3930.00%0.00%0.01%Q1 2012Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.08%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.04%0.06%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.07%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
Creative Planning 42420.00%0.86%3.27%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.13%0.71%1.77%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.11%0.27%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.06%0.20%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%0.37%0.70%Q2 2013Q3 202342
Ancora Advisors LLC 42420.00%0.39%1.23%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.00%0.19%1.20%Q3 2013Q3 202341
JANE STREET GROUP, LLC 1110.00%0.01%0.06%Q3 2014Q2 202341
D.A. DAVIDSON & CO. 3470.00%0.03%0.14%Q2 2013Q3 202341
BOKF, NA 3290.01%0.04%0.06%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 41410.00%0.02%0.18%Q3 2013Q3 202341
First Horizon Advisors, Inc. 41410.00%0.07%0.24%Q3 2013Q3 202341
HighTower Advisors, LLC 2360.00%0.02%0.07%Q2 2013Q3 202341
WBH ADVISORY INC 3830.09%0.35%1.18%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.18%0.45%Q2 2013Q2 202341
Private Advisor Group, LLC 40400.02%0.06%0.14%Q4 2013Q3 202340
Beacon Capital Management, Inc. 40400.01%5.14%8.63%Q4 2013Q3 202340
Cetera Advisor Networks LLC 2110.01%0.04%0.16%Q1 2013Q3 202340
BAILARD, INC. 1890.01%0.20%0.68%Q3 2013Q3 202339
GLENMEDE TRUST CO NA 2070.00%0.00%0.01%Q2 2013Q3 202339
J.P. Morgan Private Wealth Advisors LLC 39390.00%0.01%0.04%Q1 2014Q3 202339
NORTHERN TRUST CORP 28100.00%0.00%0.00%Q2 2013Q3 202338
B. Riley Wealth Advisors, Inc. 27110.01%0.07%0.22%Q2 2013Q3 202338
RAYMOND JAMES & ASSOCIATES 3110.00%0.01%0.02%Q2 2013Q3 202338
STIFEL FINANCIAL CORP 38380.00%0.02%0.06%Q2 2014Q3 202338
Janney Montgomery Scott LLC 2990.01%0.02%0.06%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.16%0.37%0.74%Q2 2013Q3 202238
Ameritas Investment Partners, Inc. 37370.00%0.11%0.71%Q3 2014Q3 202337
VANGUARD GROUP INC 3430.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.04%0.08%Q4 2014Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.02%0.07%Q3 2013Q3 202336
Callan Capital, LLC 36360.07%0.38%0.92%Q4 2014Q3 202336
First Personal Financial Services 36360.04%0.22%0.87%Q4 2014Q3 202336
M&T BANK CORP 21150.00%0.07%0.18%Q3 2014Q3 202336
D'Orazio & Associates, Inc. 3240.01%3.18%11.36%Q4 2013Q4 202236
Capital Directions Investment Advisors, LLC 1120.00%0.00%0.01%Q2 2013Q4 202235
Northside Capital Management, LLC 35350.08%1.25%4.84%Q1 2015Q3 202335
Allworth Financial LP 35350.00%0.01%0.04%Q1 2015Q3 202335
Family Firm, Inc. 35350.20%0.66%0.91%Q1 2015Q3 202335
Cranbrook Wealth Management, LLC 35350.00%0.01%0.02%Q4 2014Q2 202335
JPMORGAN CHASE & CO 3320.00%0.00%0.00%Q4 2014Q3 202335
TCI Wealth Advisors, Inc. 35350.01%0.13%0.55%Q1 2015Q3 202335
FIDUCIARY TRUST CO 1640.01%0.03%0.09%Q4 2013Q3 202334
Modera Wealth Management, LLC 22120.01%0.25%1.21%Q2 2013Q3 202334
Baker Ellis Asset Management LLC 2770.12%1.39%3.29%Q2 2013Q3 202334
FIRST MANHATTAN CO. LLC. 34340.00%0.00%0.00%Q4 2014Q1 202334
CENTRAL TRUST Co 2770.00%0.01%0.14%Q2 2013Q3 202334
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.06%Q2 2013Q3 202334
Tower Research Capital LLC (TRC) 1510.00%0.16%1.36%Q3 2013Q3 202334
Raymond James Financial Services Advisors, Inc. 1910.02%0.05%0.09%Q2 2013Q3 202334
BENJAMIN F. EDWARDS & COMPANY, INC. 34340.00%0.00%0.01%Q3 2014Q4 202234
Hudock, Inc. 34340.00%0.00%0.01%Q2 2014Q3 202234
Bison Wealth, LLC 32320.00%0.78%3.61%Q4 2015Q3 202333
MACROVIEW INVESTMENT MANAGEMENT LLC 2930.01%0.03%0.06%Q4 2014Q3 202332
BROWN ADVISORY INC 1960.00%0.00%0.01%Q2 2013Q3 202332
Bank of New York Mellon Corp 32320.00%0.00%0.01%Q4 2015Q3 202332
JOHNSON INVESTMENT COUNSEL INC 32320.01%0.02%0.04%Q4 2015Q3 202332
BLAIR WILLIAM & CO/IL 2390.00%0.00%0.01%Q2 2013Q3 202332
BANK OF MONTREAL /CAN/ 1320.00%0.00%0.03%Q2 2013Q3 202332
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
Cetera Investment Advisers 32320.02%0.14%0.46%Q4 2015Q3 202332
SYNOVUS FINANCIAL CORP 32320.00%0.02%0.04%Q4 2015Q3 202332
Carroll Financial Associates, Inc. 2910.00%0.01%0.13%Q2 2013Q4 202131
Geneos Wealth Management Inc. 31310.00%0.03%0.17%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.09%Q4 2015Q3 202331
Chevy Chase Trust Holdings, LLC 19120.00%0.01%0.02%Q4 2015Q3 202331
Covington Capital Management 2110.00%0.03%0.11%Q2 2013Q3 202231
Homrich & Berg 2740.01%0.32%1.71%Q2 2013Q3 202131
LifePlan Financial Group, Inc 30300.02%0.24%0.46%Q2 2013Q3 202030
VALLEY NATIONAL ADVISERS INC 1410.00%0.03%0.09%Q4 2014Q3 202330
NEXT Financial Group, Inc 16140.01%0.22%0.70%Q2 2014Q4 202130
Capital Advisors, Ltd. LLC 1510.00%0.19%0.49%Q4 2013Q3 202330
Jacobi Capital Management LLC 30300.00%0.03%0.05%Q2 2016Q3 202330
Evanson Asset Management, LLC 2820.06%0.09%0.16%Q2 2014Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.08%0.28%Q2 2013Q3 202030
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.03%Q4 2013Q4 202029
REILLY FINANCIAL ADVISORS, LLC 2810.00%0.00%0.01%Q1 2014Q4 202129
Parallel Advisors, LLC 28280.00%0.04%0.12%Q4 2016Q3 202328
TWIN FOCUS CAPITAL PARTNERS, LLC 28280.09%0.27%0.82%Q4 2016Q3 202328
Paradigm Financial Advisors, LLC 2410.07%0.73%1.45%Q1 2014Q4 202128
Affiance Financial, LLC 28280.00%0.72%1.42%Q4 2015Q3 202228
Personal Capital Advisors Corp 28280.02%0.09%0.12%Q1 2016Q4 202228
FIFTH THIRD SECURITIES, INC. 1410.13%0.50%2.10%Q1 2016Q3 202328
CUTLER INVESTMENT COUNSEL LLC 1610.04%0.08%0.18%Q2 2013Q4 202228
AE Wealth Management LLC 28280.01%0.05%0.25%Q4 2016Q3 202328
Simmons Bank 16120.02%0.04%0.09%Q1 2016Q3 202328
Roble, Belko & Company, Inc 15130.00%0.02%0.03%Q1 2015Q3 202328
Raab & Moskowitz Asset Management LLC 16110.10%0.38%0.94%Q3 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.07%Q4 2016Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.01%0.03%0.07%Q2 2013Q4 201927
Ledyard National Bank 27270.02%0.59%1.87%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.11%0.22%Q2 2013Q4 201927
Advisory Services Network, LLC 810.00%0.03%0.08%Q4 2015Q3 202327
LEAVELL INVESTMENT MANAGEMENT, INC. 1610.00%0.03%0.06%Q2 2010Q3 202327
BALDWIN BROTHERS LLC/MA 27270.03%0.05%0.08%Q2 2013Q4 201927
MUFG Americas Holdings Corp 2320.00%0.01%0.02%Q4 2010Q1 201927
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.06%Q2 2017Q3 202326
Coastline Trust Co 1920.03%0.06%0.12%Q2 2013Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 26260.02%0.08%0.12%Q3 2017Q4 202326
Grove Bank & Trust 26260.12%0.52%0.98%Q2 2017Q3 202326
VPR Management LLC 26260.11%0.29%0.56%Q2 2017Q3 202326
Anchor Investment Management, LLC 26260.00%0.08%0.39%Q3 2017Q4 202326
Stratos Wealth Partners, LTD. 1210.01%0.03%0.06%Q4 2014Q3 202326
STEPHENS INC /AR/ 2230.01%0.05%0.28%Q2 2013Q3 202325
Berkeley Capital Partners, LLC 1130.18%2.08%5.46%Q4 2015Q3 202325
EDMOND DE ROTHSCHILD HOLDING S.A. 14110.00%0.02%0.17%Q3 2016Q4 202225
Avior Wealth Management, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.04%0.07%0.13%Q3 2017Q3 202325
S&CO INC 25250.10%0.33%0.66%Q2 2013Q2 201925
McIlrath & Eck, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
M Holdings Securities, Inc. 1710.04%0.30%0.66%Q3 2014Q1 202324
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13111.34%3.59%9.34%Q4 2016Q4 202224
JNBA Financial Advisors 1010.00%0.00%0.00%Q1 2014Q3 202324
AdvisorNet Financial, Inc 24240.00%0.03%0.12%Q4 2017Q3 202324
Baird Financial Group, Inc. 1110.00%0.01%0.06%Q2 2015Q3 202324
Northeast Financial Consultants Inc 1160.01%0.05%0.15%Q4 2015Q3 202324
Gradient Investments LLC 2210.00%0.00%0.00%Q4 2014Q3 202324
Atria Investments, Inc 910.02%0.07%0.24%Q3 2016Q3 202324
CENTAURUS FINANCIAL, INC. 24240.03%0.16%0.37%Q4 2017Q3 202324
KCM INVESTMENT ADVISORS LLC 2310.02%0.23%0.71%Q1 2014Q3 202324
First PREMIER Bank 24240.03%0.07%0.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.10%Q4 2017Q3 202324
Snowden Capital Advisors LLC 1680.02%0.03%0.06%Q3 2017Q3 202324
AXA S.A. 24240.00%0.00%0.01%Q4 2013Q3 201924
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 24240.00%0.02%0.03%Q4 2017Q3 202324
ATLAS CAPITAL ADVISORS LLC 23230.08%0.36%0.89%Q1 2018Q3 202323
OPPENHEIMER & CO INC 1030.00%0.02%0.06%Q2 2013Q3 202323
NewEdge Advisors, LLC 23230.02%0.04%0.11%Q1 2018Q3 202323
DUBUQUE BANK & TRUST CO 23230.04%0.26%1.34%Q2 2014Q4 201923
FCA CORP /TX 1310.08%0.31%0.71%Q3 2015Q3 202323
M Financial Asset Management, Inc. 23234.54%7.59%14.97%Q4 2017Q2 202323
Kovack Advisors, Inc. 1670.03%0.16%0.31%Q1 2015Q3 202323
CMH Wealth Management LLC 1580.73%1.90%3.96%Q1 2017Q3 202323
Sandy Spring Bank 1430.00%0.01%0.03%Q1 2016Q3 202323
CALTON & ASSOCIATES, INC. 23230.08%0.43%0.91%Q4 2017Q2 202323
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
SIGNATUREFD, LLC 910.00%0.02%0.05%Q2 2015Q3 202322
Pacific Center for Financial Services 22220.01%0.03%0.06%Q4 2016Q1 202222
Smith, Salley & Associates 22220.04%0.39%1.25%Q2 2013Q3 201822
Cambridge Advisors Inc. 22220.06%0.13%0.22%Q2 2018Q3 202322
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 22220.42%2.75%8.74%Q1 2014Q2 201922
Essex Financial Services, Inc. 1010.03%0.11%0.19%Q1 2015Q3 202322
Koshinski Asset Management, Inc. 1320.04%0.09%0.18%Q4 2017Q3 202322
Sigma Planning Corp 1210.02%0.04%0.09%Q1 2015Q3 202322
Voya Financial Advisors, Inc. 2110.01%0.04%0.09%Q2 2015Q1 202122
RAND WEALTH, LLC 22220.84%1.26%1.94%Q2 2013Q3 201822
Steward Partners Investment Advisory, LLC 1830.00%0.01%0.02%Q1 2018Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.00%0.03%0.12%Q3 2016Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.01%0.05%Q4 2017Q4 202221
Bray Capital Advisors 2010.02%0.28%1.00%Q2 2015Q3 202321
Osborn Williams & Donohoe LLC 21210.03%0.09%0.16%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.15%Q3 2018Q3 202321
EVERGREEN CAPITAL MANAGEMENT LLC 21210.04%0.41%0.78%Q3 2018Q3 202321
Financial Architects, Inc 1420.00%0.01%0.02%Q2 2013Q2 201921
Autus Asset Management, LLC 1210.03%0.07%0.21%Q1 2017Q4 202221
Cetera Advisors LLC 810.01%0.05%0.12%Q2 2013Q3 202320
American Portfolios Advisors 20200.00%0.03%0.07%Q4 2017Q3 202220
Whitnell & Co. 20200.10%0.70%1.21%Q1 2015Q4 201920
Laurel Wealth Advisors LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
ARGI Investment Services, LLC 1210.01%0.19%1.23%Q4 2015Q4 202220
Vantage Investment Advisors, LLC 20200.01%0.02%0.04%Q4 2013Q3 201820
SHINE INVESTMENT ADVISORY SERVICES INC 1910.13%0.60%1.18%Q3 2015Q3 202020
Wealthcare Advisory Partners LLC 1110.00%0.02%0.05%Q3 2017Q3 202320
Global Strategic Investment Solutions, LLC 20200.06%0.23%0.45%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.07%0.12%Q4 2018Q3 202320
SeaCrest Wealth Management, LLC 1460.00%0.18%0.64%Q4 2017Q3 202320
TOCQUEVILLE ASSET MANAGEMENT L.P. 1640.01%0.03%0.04%Q1 2016Q3 202320
Jackson Hole Capital Partners, LLC 20200.00%0.03%0.24%Q4 2018Q3 202320
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.01%0.04%Q2 2017Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Evolution Wealth Advisors, LLC 20200.05%0.35%0.96%Q4 2018Q3 202320
RPg Family Wealth Advisory, LLC 1640.01%0.02%0.04%Q1 2017Q1 202220
FinTrust Capital Advisors, LLC 20200.02%0.04%0.11%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 1310.03%0.08%0.24%Q1 2016Q3 202320
Full Sail Capital, LLC 20200.22%0.39%1.00%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.38%0.63%1.04%Q4 2018Q3 202320
HOLLENCREST CAPITAL MANAGEMENT 1210.02%0.21%0.46%Q2 2014Q3 202320
IndexIQ Advisors LLC 930.00%0.02%0.09%Q2 2016Q1 202219
Advisory Alpha, LLC 1010.00%0.17%1.16%Q2 2015Q3 202019
Rockefeller Capital Management L.P. 19190.00%0.03%0.08%Q1 2019Q3 202319
Advisors Capital Management, LLC 1180.01%0.02%0.02%Q1 2018Q3 202319
Institute for Wealth Management, LLC. 1110.00%0.46%3.27%Q4 2013Q3 202319
Nan Shan Life Insurance Co., Ltd. 19190.07%0.14%0.35%Q1 2015Q3 201919
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.07%0.10%0.13%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.00%1.45%2.26%Q1 2014Q3 201819
Financial Gravity Asset Management, Inc. 1130.00%0.05%0.55%Q1 2018Q2 202319
Smithfield Trust Co 19190.00%0.00%0.01%Q2 2013Q4 201719
Archford Capital Strategies, LLC 1360.00%0.53%1.56%Q1 2014Q2 201919
Ruggie Capital Group 1540.01%0.46%1.14%Q4 2014Q3 201919
Summit Equities Inc 19192.45%3.53%5.92%Q1 2014Q3 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Wharton Business Group, LLC 18180.02%0.12%0.26%Q4 2014Q1 201918
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
FineMark National Bank & Trust 1530.00%0.00%0.02%Q2 2013Q2 202318
SOL Capital Management CO 1440.07%0.12%0.16%Q4 2018Q3 202318
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q3 2014Q1 202318
Trinity Legacy Partners, LLC 1440.11%0.29%0.52%Q1 2019Q3 202318
NORTHERN CAPITAL MANAGEMENT LLC 1350.12%0.42%0.61%Q4 2013Q4 201818
Commonwealth Equity Services, Inc 18180.06%0.10%0.15%Q2 2013Q3 201718
Independence Advisors, LLC 18180.08%0.32%0.53%Q2 2016Q3 202018
JONES FINANCIAL COMPANIES LLLP 1010.00%0.00%0.01%Q3 2015Q3 202318
WP Advisors, LLC 18180.39%2.06%3.45%Q4 2016Q1 202118
AlphaMark Advisors, LLC 18180.00%0.00%0.01%Q4 2014Q1 201918
OneDigital Investment Advisors LLC 850.00%0.02%0.03%Q2 2017Q3 202318
Morningstar Investment Services LLC 1710.01%0.07%0.38%Q4 2014Q1 202218
Waldron Private Wealth LLC 1710.03%0.11%0.20%Q4 2015Q1 202318
NATIONAL PLANNING CORP 18180.04%0.05%0.06%Q2 2013Q3 201718
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1510.02%0.04%0.05%Q2 2016Q1 202117
SIMPLEX TRADING, LLC 410.00%0.00%0.03%Q4 2014Q3 202317
Sargent Bickham Lagudis LLC 1520.00%0.00%0.01%Q1 2016Q1 202117
BlackRock Inc. 610.00%0.00%0.00%Q1 2016Q3 202317
IHT Wealth Management, LLC 710.02%0.05%0.14%Q4 2016Q3 202317
Alexandria Capital, LLC 1430.00%0.01%0.03%Q2 2013Q3 201717
Main Management LLC 1510.01%2.15%4.01%Q4 2015Q3 202317
WFG Advisors, LP 17170.00%0.06%0.18%Q2 2013Q2 201717
BESSEMER GROUP INC 1110.00%0.06%0.24%Q4 2015Q3 202317
Madden Advisory Services, Inc. 1430.02%0.38%0.75%Q2 2014Q3 201817
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1340.17%1.79%4.94%Q4 2014Q3 202317
Asset Planning Services, Ltd. 1160.01%0.02%0.02%Q2 2015Q3 201917
Tranquility Partners, LLC 1520.20%0.27%0.35%Q2 2019Q3 202317
Avion Wealth 17170.05%0.43%0.57%Q3 2019Q3 202317
TRUST CO OF VERMONT 910.00%0.00%0.01%Q4 2014Q3 202317
TAP Consulting, LLC 1010.24%1.07%2.46%Q1 2019Q3 202317
VISTA INVESTMENT MANAGEMENT 1340.15%0.25%0.34%Q4 2017Q3 202317
CAPE COD FIVE CENTS SAVINGS BANK 1250.04%0.07%0.15%Q4 2018Q3 202317
Asset Dedication, LLC 1070.00%0.81%2.49%Q1 2016Q3 202317
Certified Advisory Corp 1110.00%0.02%0.07%Q4 2017Q3 202317
LEVEL FOUR ADVISORY SERVICES, LLC 810.02%0.03%0.04%Q4 2016Q3 202317
EAGLE GLOBAL ADVISORS LLC 17170.01%0.02%0.06%Q4 2015Q4 201917
Caprock Group, LLC 1510.05%0.27%0.92%Q2 2015Q4 201917
Baystate Wealth Management LLC 16160.00%0.00%0.01%Q4 2017Q3 202116
EVOKE WEALTH, LLC 1510.01%0.09%0.19%Q3 2019Q3 202316
Segment Wealth Management, LLC 880.02%0.05%0.06%Q2 2017Q4 202216
FRANKLIN RESOURCES INC 1420.00%0.00%0.00%Q2 2013Q3 202316
Wealthspire Advisors, L.P. 16160.02%0.08%0.14%Q4 2015Q3 201916
Diligent Investors, LLC 1420.12%0.20%0.28%Q1 2015Q2 201916
WEBSTER BANK, N. A. 16160.00%0.01%0.01%Q4 2016Q3 202016
Sowell Financial Services LLC 710.00%0.12%0.47%Q4 2016Q1 202316
SCHRODER INVESTMENT MANAGEMENT GROUP 510.01%0.04%0.15%Q2 2015Q4 202216
CITIZENS FINANCIAL GROUP INC/RI 1110.01%0.03%0.06%Q1 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.27%0.64%1.13%Q4 2019Q3 202316
Walleye Trading LLC 710.00%0.00%0.01%Q3 2013Q4 201516
Community Bank, N.A. 16160.00%0.00%0.00%Q4 2014Q3 201816
PROFFITT & GOODSON INC 1220.00%0.01%0.02%Q3 2018Q3 202316
Disciplined Investments, LLC 16160.13%0.17%0.26%Q4 2019Q3 202316
Elgethun Capital Management 1510.17%1.26%1.88%Q4 2016Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 810.00%0.01%0.01%Q1 2014Q4 202216
MATRIX PRIVATE CAPITAL GROUP LLC 16160.01%0.09%0.18%Q4 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 1240.00%0.01%0.02%Q1 2019Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1510.08%0.13%0.19%Q3 2013Q3 201716
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Versant Capital Management, Inc 16160.18%0.25%0.39%Q1 2020Q4 202316
FAS Wealth Partners, Inc. 16160.02%0.09%0.15%Q4 2019Q3 202316
Dynamic Advisor Solutions LLC 510.01%0.09%0.17%Q4 2013Q3 202316
BB&T SECURITIES, LLC 16160.00%0.01%0.05%Q4 2015Q3 201916
Orion Portfolio Solutions, LLC 16160.05%0.22%0.50%Q4 2019Q3 202316
Larson Financial Group LLC 1420.01%0.01%0.04%Q3 2019Q3 202316
Cribstone Capital Management, LLC 1420.00%0.01%0.03%Q2 2016Q4 202216
HIGH POINT BANK & TRUST CO 15150.02%0.03%0.05%Q2 2013Q4 201615
Western Wealth Management, LLC 820.02%0.04%0.06%Q4 2018Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.05%0.24%Q2 2013Q2 202115
Prestige Wealth Management Group LLC 15150.00%0.00%0.00%Q4 2018Q2 202215
Parkside Financial Bank & Trust 15150.00%0.01%0.01%Q3 2015Q1 201915
CAPITAL INSIGHT PARTNERS, LLC 1410.09%0.18%1.08%Q4 2019Q3 202315
Firestone Capital Management 870.03%0.07%0.10%Q4 2019Q3 202315
Zuckerman Investment Group, LLC 15150.99%1.63%2.25%Q1 2020Q3 202315
Greenline Partners, LLC 15150.02%0.70%1.92%Q1 2020Q3 202315
Center for Financial Planning, Inc. 15150.07%0.12%0.17%Q1 2020Q3 202315
MISSION WEALTH MANAGEMENT, LP 1110.02%0.07%0.28%Q1 2016Q3 202315
Neuberger Berman Group LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 15150.02%0.03%0.05%Q1 2020Q3 202315
Lee Financial Co 15150.00%0.00%0.00%Q1 2020Q3 202315
TRUST CO OF OKLAHOMA 1320.22%0.51%0.73%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.06%0.11%Q2 2013Q4 201615
Gray Wealth Management Inc. 15150.21%0.71%1.30%Q1 2020Q3 202315
Capital Advisory Group Advisory Services, LLC 710.01%0.05%0.13%Q1 2018Q1 202215
OSAIC HOLDINGS, INC. 15150.04%0.07%0.15%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Patten Group, Inc. 15150.00%0.02%0.06%Q2 2015Q4 201815
Retirement Group, LLC 1410.00%0.21%0.48%Q4 2019Q3 202315
BRADLEY FOSTER & SARGENT INC/CT 1320.01%0.04%0.09%Q4 2014Q3 201815
Salomon & Ludwin, LLC 15150.17%0.24%0.29%Q1 2020Q3 202315
Tradewinds Capital Management, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Money Design Co.,Ltd. 15150.00%0.00%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.07%0.09%0.14%Q2 2016Q4 201915
Roundview Capital LLC 15150.18%0.54%0.83%Q1 2020Q3 202315
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.00%0.00%Q2 2013Q3 201614
Sound Income Strategies, LLC 14140.00%0.01%0.03%Q4 2017Q1 202114
Investors Research Corp 14140.02%0.03%0.04%Q2 2020Q3 202314
NORTH STAR ASSET MANAGEMENT INC 14140.06%0.10%0.14%Q2 2020Q3 202314
KINGS POINT CAPITAL MANAGEMENT 630.01%0.02%0.03%Q2 2013Q4 202114
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.00%0.00%Q4 2014Q1 202214
Cypress Wealth Services, LLC 1220.05%0.21%0.63%Q1 2020Q3 202314
Texas Yale Capital Corp. 810.01%0.03%0.06%Q3 2013Q3 202314
CHARTIST INC /CA/ 910.25%1.86%3.14%Q2 2013Q1 201714
Sterling Investment Advisors, Ltd. 14140.00%0.01%0.02%Q4 2016Q1 202014
Manchester Capital Management LLC 1010.03%0.07%0.13%Q1 2019Q3 202314
SG Americas Securities, LLC 510.00%0.01%0.03%Q2 2013Q3 201814
Concert Wealth Management Inc. 14140.05%0.08%0.13%Q2 2013Q3 201614
Aptus Capital Advisors, LLC 14140.00%0.05%0.19%Q2 2020Q3 202314
Estate Counselors, LLC 1310.52%1.09%2.61%Q4 2015Q1 202314
BUCKINGHAM STRATEGIC WEALTH, LLC 1130.01%0.07%0.30%Q2 2013Q3 202314
CREDIT SUISSE AG/ 710.00%0.00%0.01%Q2 2013Q3 202014
Farmers & Merchants Trust Co of Chambersburg PA 860.01%0.01%0.01%Q1 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 1010.00%0.04%0.06%Q1 2015Q3 202314
AJ WEALTH STRATEGIES, LLC 14140.07%0.91%3.55%Q1 2020Q2 202314
CVA Family Office, LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
Belpointe Asset Management LLC 1210.01%0.02%0.06%Q4 2017Q1 202314
Clear Perspective Advisors, LLC 1310.12%0.71%1.23%Q4 2016Q2 202014
RESOURCES MANAGEMENT CORP /CT/ /ADV 14140.00%0.01%0.07%Q2 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
Zions Bancorporation 1220.00%0.02%0.05%Q1 2015Q3 201814
Alaska Permanent Fund Corp 1220.08%0.25%0.53%Q1 2020Q3 202314
Investment Research & Advisory Group, Inc. 14140.13%0.23%0.32%Q2 2020Q3 202314
Realta Investment Advisors 720.00%0.12%0.21%Q1 2019Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.05%0.08%Q2 2013Q2 201613
Pflug Koory, LLC 13130.04%0.11%0.16%Q2 2020Q2 202313
Fisher Asset Management, LLC 1210.00%0.00%0.00%Q4 2019Q3 202313
Exchange Capital Management, Inc. 13130.01%0.79%1.36%Q4 2016Q4 201913
Miracle Mile Advisors, LLC 610.01%0.32%3.05%Q1 2016Q2 202313
Carolina Wealth Advisors, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
GIRARD PARTNERS LTD. 1210.05%0.09%0.34%Q4 2014Q3 202313
M&R CAPITAL MANAGEMENT INC 13130.00%0.00%0.00%Q2 2016Q2 201913
RAYMOND JAMES TRUST N.A. 13130.01%0.02%0.03%Q3 2020Q3 202313
Keudell/Morrison Wealth Management 13131.14%2.56%5.75%Q3 2020Q3 202313
Arete Wealth Advisors, LLC 1030.02%0.04%0.07%Q1 2019Q2 202313
Key FInancial Inc 1210.00%0.01%0.02%Q1 2020Q3 202313
CHATHAM CAPITAL GROUP, INC. 1120.05%0.09%0.24%Q1 2015Q3 202313
BURNEY CO/ 920.02%0.02%0.03%Q2 2013Q1 201713
Kore Private Wealth LLC 820.05%0.25%0.60%Q4 2018Q3 202213
Meristem Family Wealth, LLC 850.04%0.09%0.14%Q1 2018Q1 202213
RiverFront Investment Group, LLC 13130.12%0.50%1.50%Q4 2008Q4 201113
Stratos Wealth Advisors, LLC 1210.01%0.03%0.04%Q1 2020Q3 202313
SCS Capital Management LLC 510.01%0.88%4.14%Q4 2014Q3 202313
Cedar Brook Financial Partners, LLC 1120.06%0.14%0.21%Q1 2019Q3 202313
Garde Capital, Inc. 1210.03%0.12%0.26%Q2 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
WOODMONT INVESTMENT COUNSEL LLC 910.03%0.11%0.23%Q1 2014Q3 202013
MONTAG A & ASSOCIATES INC 1120.05%0.38%0.65%Q1 2015Q3 202313
Allen Investment Management, LLC 13130.01%0.03%0.08%Q2 2016Q2 201913
Kestra Advisory Services, LLC 13130.02%0.06%0.08%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1120.00%0.05%0.16%Q4 2016Q3 202013
COMERICA BANK 610.00%0.01%0.04%Q3 2013Q3 202312
Birchcreek Wealth Management, LLC 12120.24%0.37%0.47%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.01%0.03%Q4 2019Q3 202212
Blume Capital Management, Inc. 12120.08%0.11%0.14%Q4 2020Q3 202312
GenTrust, LLC 660.03%0.62%1.82%Q4 2018Q4 202112
PDS Planning, Inc 12120.06%0.07%0.08%Q4 2020Q3 202312
Allied Investment Advisors, LLC 12120.50%4.24%6.79%Q4 2017Q3 202012
Carlton Hofferkamp & Jenks Wealth Management, LLC 12120.23%0.27%0.33%Q4 2015Q3 201812
Stokes & Hubbell Capital Management, LLC 12120.06%0.14%0.23%Q4 2015Q3 201812
Newbridge Financial Services Group, Inc. 840.00%0.03%0.06%Q3 2020Q3 202312
COWA, LLC 12120.28%0.33%0.40%Q4 2020Q3 202312
THOMPSON DAVIS & CO., INC. 840.01%0.05%0.17%Q4 2013Q3 201812
Harel Insurance Investments & Financial Services Ltd. 510.00%0.01%0.02%Q4 2015Q1 202312
SII INVESTMENTS INC/WI 12120.03%0.10%0.16%Q1 2015Q4 201712
LOWE BROCKENBROUGH & CO INC 12120.10%0.13%0.19%Q4 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.01%0.02%0.04%Q3 2018Q3 202312
Joel Isaacson & Co., LLC 12120.03%0.05%0.08%Q1 2014Q4 201612
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.01%0.02%Q2 2020Q1 202312
Avidian Wealth Solutions, LLC 12120.02%0.29%0.58%Q4 2020Q3 202312
IFG Advisory, LLC 1010.04%0.04%0.05%Q3 2018Q3 202312
BDO Wealth Advisors, LLC 1020.00%0.00%0.01%Q1 2019Q2 202312
Shilanski & Associates, Inc. 841.58%1.97%2.58%Q3 2020Q3 202312
Mascoma Wealth Management LLC 840.00%0.06%0.20%Q4 2016Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 1110.01%0.02%0.03%Q1 2019Q3 202312
Cerity Partners LLC 12120.00%0.01%0.06%Q4 2020Q3 202312
Private Wealth Advisors, LLC 12120.29%0.59%0.81%Q4 2020Q3 202312
HRT FINANCIAL LP 610.01%0.08%0.56%Q2 2019Q2 202312
Heartwood Wealth Advisors LLC 1110.04%0.07%0.10%Q4 2019Q3 202312
FIRST INTERSTATE BANK 930.01%0.01%0.03%Q3 2015Q3 201912
Renaissance Technologies 610.00%0.00%0.00%Q3 2018Q3 202312
SITTNER & NELSON, LLC 12120.14%0.21%0.28%Q4 2020Q3 202312
Graves Light Lenhart Wealth, Inc. 12120.07%0.10%0.13%Q4 2020Q3 202312
Bogart Wealth, LLC 1110.00%0.02%0.04%Q2 2020Q3 202312
Intellectus Partners, LLC 1110.00%0.07%0.11%Q2 2017Q3 202312
Black Diamond Financial, LLC 12120.11%0.17%0.23%Q4 2020Q3 202312
Accel Wealth Management 12120.03%0.72%2.50%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.09%0.19%Q4 2018Q3 202112
LINCOLN NATIONAL CORP 12120.01%0.02%0.04%Q4 2020Q3 202312
Proficio Capital Partners LLC 12120.01%0.03%0.06%Q1 2016Q4 201812
Joseph P. Lucia & Associates, LLC 620.01%0.01%0.02%Q1 2019Q2 202212
UBS ASSET MANAGEMENT AMERICAS INC 1110.00%0.01%0.07%Q2 2016Q3 201912
Visionary Asset Management, Inc. 930.18%0.85%1.10%Q4 2014Q3 201812
PEAPACK GLADSTONE FINANCIAL CORP 12120.01%0.01%0.03%Q4 2020Q3 202312
Evercore Wealth Management, LLC 12120.00%0.00%0.01%Q1 2015Q4 201712
DB Wealth Management Group, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12120.06%0.07%0.08%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
Bridge Creek Capital Management LLC 920.12%0.19%0.69%Q4 2015Q3 201811
Cresset Asset Management, LLC 810.00%0.01%0.04%Q4 2018Q3 202311
BSW Wealth Partners 11110.06%0.08%0.10%Q1 2021Q3 202311
HOLDERNESS INVESTMENTS CO 11110.10%0.22%0.34%Q1 2021Q3 202311
Axiom Financial Strategies, LLC 1010.24%1.27%2.29%Q1 2020Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.02%0.04%0.10%Q4 2018Q3 202111
Main Management ETF Advisors, LLC 11115.44%7.36%9.49%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.10%Q1 2021Q3 202311
Cutter & CO Brokerage, Inc. 11110.08%0.42%0.65%Q1 2021Q3 202311
GUYASUTA INVESTMENT ADVISORS INC 11110.02%0.03%0.04%Q1 2021Q3 202311
ATTICUS WEALTH MANAGEMENT, LLC 810.02%0.22%0.42%Q4 2019Q3 202311
TD Capital Management LLC 510.00%0.01%0.02%Q2 2020Q3 202311
Prime Capital Investment Advisors, LLC 410.01%0.03%0.07%Q4 2017Q3 202311
PRUDENTIAL FINANCIAL INC 11110.00%0.01%0.02%Q1 2021Q3 202311
IVC Wealth Advisors LLC 11110.19%0.26%0.33%Q1 2021Q3 202311
JFS WEALTH ADVISORS, LLC 1010.01%0.31%0.58%Q4 2014Q2 202011
Brookstone Capital Management 1010.00%0.01%0.02%Q2 2015Q3 202311
EXCHANGE TRADED CONCEPTS, LLC 650.01%0.40%2.98%Q4 2020Q4 202311
RFG HOLDINGS, INC. 11113.27%7.43%13.59%Q1 2021Q3 202311
PATTEN & PATTEN INC/TN 11110.03%0.08%0.17%Q1 2021Q3 202311
Bouchey Financial Group Ltd 830.03%0.89%2.54%Q1 2015Q2 202311
Private Capital Group, LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Frontier Wealth Management LLC 740.01%0.03%0.03%Q2 2018Q2 202211
Plante Moran Financial Advisors, LLC 310.00%0.06%0.33%Q2 2014Q1 202311
Prospera Financial Services Inc 1010.02%0.03%0.05%Q3 2020Q3 202311
TWO SIGMA INVESTMENTS, LP 210.00%0.01%0.03%Q4 2013Q3 201911
Foundations Investment Advisors, LLC 740.01%0.06%0.14%Q4 2020Q3 202311
CIBC WORLD MARKET INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
Clearstead Advisors, LLC 830.01%0.01%0.02%Q1 2020Q3 202311
Glassman Wealth Services 11110.08%0.13%0.28%Q1 2016Q3 201811
TOMPKINS FINANCIAL CORP 810.00%0.02%0.03%Q2 2017Q4 202311
Mariner, LLC 610.00%0.02%0.04%Q2 2013Q3 202311
Omnia Family Wealth, LLC 11110.13%0.15%0.22%Q4 2016Q2 201911
55I, LLC 830.03%0.11%0.44%Q2 2019Q3 202211
Lehman & Derafelo Financial Resources LLC 11110.01%0.13%0.22%Q2 2020Q4 202211
BNP PARIBAS FINANCIAL MARKETS 620.00%0.00%0.00%Q3 2017Q3 202311
Capital Analysts, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Principle Wealth Partners LLC 710.01%0.44%1.02%Q4 2018Q3 202311
Archer Investment Corp 1010.00%0.01%0.01%Q2 2020Q3 202311
Aveo Capital Partners, LLC 11110.11%0.15%0.23%Q1 2021Q3 202311
Livingston Group Asset Management CO (operating as Southport Capital Management) 910.08%0.15%0.18%Q2 2013Q3 201811
IFC Holdings Incorporated/FL 830.02%0.05%0.07%Q4 2014Q4 201711
Transamerica Financial Advisors, Inc. 650.00%0.00%0.00%Q1 2015Q3 202311
Bard Financial Services, Inc. 11110.07%0.10%0.13%Q4 2020Q2 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.02%0.03%0.04%Q1 2021Q3 202311
Financial & Tax Architects, LLC 11110.10%0.72%1.20%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.10%0.18%0.27%Q1 2014Q1 201711
Nicholas Hoffman & Company, LLC. 11110.01%0.04%0.06%Q3 2020Q1 202311
Doyle Wealth Management 810.03%0.10%0.16%Q4 2018Q3 202210
GPS Wealth Strategies Group, LLC 730.01%0.02%0.03%Q1 2021Q3 202310
Winfield Associates, Inc. 910.01%0.03%0.11%Q4 2015Q1 201910
Summit Financial, LLC 510.02%0.81%2.28%Q4 2018Q3 202310
SONATA CAPITAL GROUP INC 10100.29%0.49%0.67%Q2 2021Q3 202310
Arkadios Wealth Advisors 10100.03%0.04%0.04%Q2 2021Q3 202310
Regal Investment Advisors LLC 10100.01%0.04%0.08%Q2 2013Q3 201510
Edelman Financial Services, LLC 10100.00%0.01%0.01%Q2 2013Q3 201510
Quaker Wealth Management, LLC 910.72%1.73%3.23%Q1 2021Q3 202310
Pinnacle Advisory Group, Inc. 620.04%0.07%0.12%Q1 2015Q1 202110
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
First Bancorp, Inc /ME/ 910.41%0.70%0.90%Q1 2021Q3 202310
PIN OAK INVESTMENT ADVISORS INC 10100.04%0.07%0.08%Q4 2017Q1 202010
MCF Advisors LLC 730.00%0.00%0.01%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.02%0.03%Q1 2021Q3 202310
Winch Advisory Services, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
DSC Advisors, L.P. 10100.15%1.00%4.70%Q4 2012Q1 201510
BFSG, LLC 10100.28%1.15%1.91%Q2 2021Q3 202310
Stonebridge Capital Advisors LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Signature Financial Management, Inc. 10100.13%2.06%4.87%Q4 2014Q1 201710
Simplicity Solutions, LLC 410.02%0.08%0.19%Q4 2015Q3 202310
CIBC Private Wealth Group, LLC 610.00%0.00%0.00%Q4 2017Q3 202310
Timber Hill LLC 510.00%0.03%0.16%Q4 2013Q4 201710
Bragg Financial Advisors, Inc 10100.01%0.02%0.02%Q2 2021Q3 202310
Lehman Financial Resources, Inc. 640.01%0.26%0.65%Q1 2014Q3 201810
BRIGHTON JONES LLC 10100.01%0.07%0.12%Q2 2021Q3 202310
Brick & Kyle, Associates 10100.01%0.01%0.02%Q4 2014Q1 201710
Spruce Investment Advisors LLC 551.17%2.95%7.09%Q3 2014Q1 201710
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Partnervest Advisory Services LLC 550.02%0.12%0.26%Q2 2013Q2 201710
TimeScale Financial, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
Indie Asset Partners, LLC 10100.54%1.82%2.60%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 410.00%0.00%0.01%Q1 2020Q3 20239
FIRST TRUST ADVISORS LP 990.00%0.00%0.00%Q3 2021Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 810.00%0.00%0.00%Q1 2015Q3 20209
MANAGED ACCOUNT ADVISORS LLC 990.03%0.15%0.36%Q2 2013Q2 20159
Summit Trail Advisors, LLC 410.01%0.03%0.07%Q4 2017Q3 20239
SEI INVESTMENTS CO 540.00%0.00%0.00%Q1 2016Q2 20189
Destiny Wealth Partners, LLC 610.02%0.79%2.57%Q4 2020Q3 20239
Vickerman Investment Advisors, Inc. 990.33%0.42%0.52%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 990.09%0.11%0.12%Q3 2021Q3 20239
COURIER CAPITAL LLC 990.03%0.06%0.09%Q3 2017Q3 20199
Baker Avenue Asset Management, LP 540.00%0.05%0.13%Q4 2015Q3 20239
Regal Wealth Group, Inc. 990.00%0.00%0.00%Q4 2017Q4 20199
Kinloch Capital, LLC 510.15%0.65%1.26%Q4 2020Q3 20239
WOODWARD DIVERSIFIED CAPITAL, LLC 710.82%0.91%1.16%Q4 2020Q3 20239
Financial Advocates Investment Management 510.02%0.03%0.04%Q4 2017Q3 20239
SHEETS SMITH WEALTH MANAGEMENT 990.05%0.09%0.13%Q3 2021Q3 20239
BRR OpCo, LLC 810.04%2.55%6.04%Q2 2020Q3 20229
C M BIDWELL & ASSOCIATES LTD 410.00%0.03%0.06%Q4 2014Q2 20199
ALPS ADVISORS INC 630.07%0.17%0.31%Q1 2020Q4 20229
Wellington Shields Capital Management, LLC 420.08%0.24%0.41%Q4 2018Q3 20239
Equitable Holdings, Inc. 630.00%0.01%0.02%Q4 2019Q3 20239
Human Investing LLC 990.00%0.00%0.01%Q4 2018Q4 20209
GoalFusion Wealth Management, LLC 993.48%4.36%5.21%Q4 2021Q4 20239
LS Investment Advisors, LLC 810.00%0.02%0.02%Q4 2013Q1 20209
Trust Co 990.03%0.05%0.06%Q4 2017Q4 20199
Efficient Advisors, LLC 990.07%0.08%0.10%Q2 2015Q2 20179
B. Riley Wealth Management, Inc. 630.00%0.02%0.04%Q1 2014Q2 20229
Csenge Advisory Group 310.02%0.06%0.26%Q2 2018Q3 20239
ADVANTAGE INVESTMENT MANAGEMENT, LLC 810.00%0.01%0.03%Q4 2014Q3 20199
Polianta Ltd 311.80%3.65%6.86%Q1 2017Q3 20239
ASSETMARK, INC 710.00%0.00%0.00%Q2 2018Q3 20239
Bigelow Investment Advisors, LLC 990.15%0.21%0.30%Q4 2017Q4 20199
SUNTRUST BANKS INC 540.00%0.00%0.01%Q3 2016Q3 20199
Tranquilli Financial Advisor LLC 711.14%3.61%5.86%Q4 2020Q3 20239
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q3 2013Q2 20158
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Fusion Family Wealth LLC 880.00%0.01%0.02%Q1 2017Q4 20188
Pacifica Partners Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
American Institute for Advanced Investment Management, LLP 880.17%0.90%1.24%Q4 2021Q3 20238
EXANE DERIVATIVES 710.00%0.03%0.04%Q1 2020Q1 20228
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Beacon Pointe Advisors, LLC 710.01%0.02%0.02%Q3 2021Q3 20238
MANNING & NAPIER ADVISORS LLC 880.00%0.01%0.02%Q4 2015Q3 20178
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Heritage Trust Co 880.01%0.01%0.02%Q1 2017Q4 20188
Marotta Asset Management 440.05%2.37%6.00%Q4 2019Q4 20218
Praetorian Wealth Management, Inc. 620.11%0.99%3.07%Q2 2020Q4 20228
Laurel Wealth Advisors, Inc. 880.02%0.05%0.06%Q1 2021Q4 20228
Rather & Kittrell, Inc. 880.50%0.76%1.12%Q4 2021Q3 20238
SteelPeak Wealth, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
FDx Advisors, Inc. 620.01%0.01%0.03%Q2 2017Q2 20198
WARNER FINANCIAL, INC 880.54%0.71%0.96%Q4 2021Q3 20238
Zhang Financial LLC 710.10%0.14%0.17%Q1 2017Q1 20198
SINECERA CAPITAL, LLC 881.72%2.23%3.13%Q4 2021Q3 20238
IBEX WEALTH ADVISORS 610.00%0.24%0.70%Q4 2016Q4 20228
WATERS PARKERSON & CO., LLC 510.01%0.05%0.08%Q4 2015Q1 20228
FRG Family Wealth Advisors LLC 880.07%0.25%0.38%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
CONNING INC. 880.19%0.21%0.24%Q4 2015Q3 20178
Dentgroup LLC 880.26%0.32%0.51%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.17%0.53%0.81%Q4 2021Q3 20238
West Branch Capital LLC 880.01%0.01%0.02%Q4 2021Q3 20238
COMMERCE BANK 880.00%0.00%0.01%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.43%1.41%1.98%Q4 2021Q3 20238
PATHSTONE FAMILY OFFICE, LLC 440.00%0.11%0.26%Q1 2019Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.00%0.00%0.00%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.04%0.05%0.05%Q4 2021Q3 20238
SENTINEL TRUST CO LBA 880.06%0.09%0.11%Q4 2021Q3 20238
Newport Wealth Strategies, Inc. 880.24%0.53%0.81%Q4 2017Q3 20198
PRUDENTIAL PLC 880.00%0.08%0.16%Q1 2021Q4 20228
HM PAYSON & CO 880.00%0.00%0.00%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.16%0.24%0.28%Q1 2021Q3 20238
Bowling Portfolio Management LLC 880.43%0.52%0.67%Q4 2015Q3 20178
NORWOOD FINANCIAL CORP 880.08%0.12%0.14%Q4 2021Q3 20238
Tillar-Wenstrup Advisors, LLC 881.72%2.96%5.03%Q4 2016Q3 20188
Karp Capital Management Corp 440.06%0.82%2.10%Q4 2014Q1 20198
MITCHELL MCLEOD PUGH & WILLIAMS INC 880.08%0.11%0.13%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.21%0.35%0.59%Q1 2017Q4 20188
USA FINANCIAL FORMULAS 410.01%0.67%2.16%Q1 2018Q1 20238
Ameritas Investment Company, LLC 320.01%0.95%2.50%Q4 2018Q3 20218
Sequoia Financial Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Virtu KCG Holdings LLC 410.01%0.02%0.04%Q3 2013Q2 20178
WFA Asset Management Corp 880.09%0.90%6.11%Q4 2021Q3 20238
Elmwood Wealth Management, Inc. 710.00%0.01%0.01%Q1 2018Q1 20208
PARAGON FINANCIAL PARTNERS, INC. 881.00%1.67%2.15%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
HSBC HOLDINGS PLC 880.00%0.00%0.00%Q3 2020Q2 20228
Fort Point Capital Partners LLC 880.04%0.14%0.34%Q2 2021Q1 20238
CAROLINAS WEALTH CONSULTING LLC 620.00%0.00%0.00%Q1 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.08%0.11%0.18%Q4 2021Q3 20238
Nachman Norwood & Parrott, Inc 620.04%0.06%0.07%Q1 2019Q2 20218
My Personal CFO, LLC 881.04%1.58%2.04%Q4 2021Q3 20238
Ballentine Partners, LLC 710.00%0.01%0.04%Q1 2016Q3 20188
City State Bank 880.08%0.09%0.10%Q4 2021Q3 20238
Goodwin Investment Advisory 880.00%1.57%4.99%Q1 2021Q4 20228
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.00%Q4 2018Q3 20228
WMG Financial Advisors, LLC 880.24%0.31%0.52%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 880.04%0.06%0.06%Q4 2021Q3 20238
TrueWealth Financial Partners 8810.70%12.80%14.20%Q4 2021Q3 20238
Baron Financial Group, LLC 880.01%0.01%0.01%Q3 2020Q2 20228
RBA Wealth Management, LLC 880.11%0.15%0.18%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
North Star Investment Management Corp. 880.00%0.01%0.02%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 510.00%0.00%0.01%Q1 2019Q2 20228
Ameritas Advisory Services, LLC 880.04%0.70%2.55%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.50%0.64%0.89%Q4 2020Q3 20238
Game Plan Financial Advisors, LLC 710.12%0.21%0.50%Q4 2019Q4 20228
STEEL GROVE CAPITAL ADVISORS, LLC 440.11%1.08%2.83%Q1 2020Q3 20238
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 610.40%0.85%1.00%Q4 2017Q1 20207
HC Advisors, LLC 771.18%1.63%2.60%Q1 2022Q3 20237
REGIONS FINANCIAL CORP 520.00%0.00%0.00%Q1 2018Q2 20227
Ironwood Financial, llc 610.00%0.00%0.01%Q3 2018Q3 20217
CX Institutional 410.01%0.32%0.84%Q3 2021Q3 20237
Bank Pictet & Cie (Europe) AG 520.03%0.04%0.06%Q1 2016Q4 20177
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q1 2015Q2 20237
TD Waterhouse Canada Inc. 610.00%0.00%0.01%Q4 2021Q3 20237
Newport Capital Group, LLC 520.82%1.39%1.92%Q4 2021Q3 20237
Bank Julius Baer & Co. Ltd, Zurich 770.00%0.00%0.00%Q2 2020Q4 20217
Chemistry Wealth Management LLC 770.10%0.11%0.13%Q1 2022Q3 20237
JUNCTURE WEALTH STRATEGIES, LLC 770.10%0.14%0.16%Q2 2022Q4 20237
Ausdal Financial Partners, Inc. 610.01%0.05%0.08%Q4 2015Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.02%0.29%1.22%Q3 2015Q1 20177
ROBSHAW & JULIAN ASSOCIATES INC 770.45%0.54%0.61%Q4 2015Q2 20177
Nvest Financial, LLC 770.81%1.56%2.03%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.04%0.07%Q4 2021Q3 20237
Cadence Bank 770.04%0.04%0.05%Q1 2022Q3 20237
O'ROURKE & COMPANY, Inc 770.21%0.50%0.77%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.11%0.19%0.24%Q4 2021Q3 20237
CreativeOne Wealth, LLC 770.02%0.04%0.06%Q1 2022Q3 20237
Syntal Capital Partners, LLC 770.16%0.34%0.42%Q4 2017Q2 20197
HOWE & RUSLING INC 410.00%0.00%0.01%Q1 2018Q3 20237
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.08%0.11%0.14%Q1 2022Q3 20237
SECURITY NATIONAL BANK OF SO DAK 210.31%0.67%1.97%Q4 2015Q4 20217
Virtus ETF Advisers LLC 770.01%0.72%2.38%Q1 2017Q3 20187
Independent Wealth Network Inc. 770.25%0.30%0.33%Q1 2022Q3 20237
InterOcean Capital Group, LLC 610.01%0.01%0.01%Q3 2021Q3 20237
Curran Financial Partners, LLC 410.74%1.01%1.07%Q4 2020Q3 20237
RETIREMENT CAPITAL STRATEGIES 613.29%17.57%26.10%Q4 2013Q1 20217
20/20 Capital Management, Inc. 770.41%0.51%0.61%Q4 2019Q2 20217
Psagot Value Holdings Ltd. 410.00%0.00%0.00%Q2 2013Q3 20177
Congress Wealth Management LLC / DE / 430.05%0.07%0.08%Q4 2021Q3 20237
Legacy Financial Group LLC 410.10%0.36%0.79%Q4 2020Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.11%0.59%0.78%Q4 2020Q3 20237
Franklin, Parlapiano, Turner & Welch, LLC 770.01%0.04%0.09%Q3 2015Q1 20177
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 610.00%0.01%0.01%Q2 2013Q2 20177
SILVER OAK SECURITIES, INCORPORATED 770.08%0.11%0.13%Q1 2022Q3 20237
ParenteBeard Wealth Management, LLC 770.03%0.17%0.24%Q2 2013Q4 20147
GFS Advisors, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Waverly Advisors, LLC 520.01%0.02%0.04%Q3 2013Q3 20157
Insight Advisors, LLC/ PA 770.23%0.35%0.50%Q1 2022Q3 20237
Edge Advisors, LLC 770.01%0.07%0.17%Q4 2016Q2 20187
WOLFF WIESE MAGANA LLC 770.04%0.07%0.10%Q1 2022Q3 20237
Wedmont Private Capital 770.03%0.04%0.06%Q1 2022Q3 20237
McKinley Carter Wealth Services, Inc. 610.00%0.26%0.41%Q1 2018Q3 20237
Charter Oak Capital Management, LLC 770.01%0.02%0.03%Q4 2020Q2 20227
First Command Bank 770.01%0.01%0.02%Q4 2016Q2 20187
Good Life Advisors, LLC 770.08%0.10%0.14%Q1 2017Q3 20187
Financial Management Professionals, Inc. 510.00%0.00%0.00%Q1 2018Q3 20237
MORRIS FINANCIAL CONCEPTS, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
Addison Advisors LLC 770.01%0.01%0.01%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
Athena Investment Management 770.82%0.88%0.95%Q1 2022Q3 20237
DIXON HUBARD FEINOUR & BROWN INC/VA 320.29%0.50%1.00%Q2 2014Q2 20227
WELCH & FORBES LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Balentine LLC 430.02%0.08%0.14%Q4 2017Q2 20227
American Investment Services, Inc. 430.05%0.24%1.19%Q4 2019Q3 20217
Walkner Condon Financial Advisors LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Truvestments Capital LLC 310.00%0.01%0.03%Q3 2018Q3 20237
First Command Financial Services, Inc. 770.00%0.01%0.02%Q4 2016Q2 20187
Perigon Wealth Management, LLC 510.00%0.01%0.06%Q1 2017Q4 20227
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Weaver Consulting Group 770.01%0.02%0.02%Q1 2019Q3 20207
SYM FINANCIAL Corp 770.00%0.00%0.00%Q1 2022Q3 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 430.02%0.04%0.08%Q4 2021Q3 20237
FIRST NATIONAL BANK SIOUX FALLS 770.08%0.11%0.13%Q1 2015Q3 20167
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
Atria Wealth Solutions, Inc. 770.05%0.12%0.20%Q1 2022Q3 20237
QUADRANT CAPITAL GROUP LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Clark Capital Management Group, Inc. 310.06%0.12%0.26%Q2 2018Q3 20237
Forum Financial Management, LP 510.01%0.01%0.01%Q1 2022Q3 20236
FINANCIAL MANAGEMENT NETWORK INC 660.24%0.41%0.55%Q2 2022Q3 20236
Laidlaw Wealth Management LLC 410.04%0.06%0.09%Q2 2021Q2 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.06%0.27%0.73%Q4 2014Q1 20186
Spearhead Capital Advisors, LLC 660.05%0.22%0.64%Q1 2019Q2 20206
Schubert & Co 660.07%0.09%0.11%Q4 2021Q1 20236
Bartlett & Co. LLC 420.00%0.00%0.00%Q2 2020Q4 20236
Robertson Stephens Wealth Management, LLC 660.04%0.11%0.16%Q2 2022Q3 20236
PLANNING DIRECTIONS INC 660.31%0.40%0.49%Q1 2018Q2 20196
Quantitative Investment Management, LLC 210.08%0.12%0.16%Q2 2020Q2 20236
Boltwood Capital Management 510.07%0.16%0.55%Q4 2018Q4 20236
Formidable Asset Management, LLC 660.00%0.00%0.00%Q4 2014Q1 20166
Montecito Bank & Trust 310.01%0.07%0.10%Q4 2016Q3 20186
Global Financial Private Capital, Inc 510.00%0.01%0.01%Q3 2017Q2 20196
White Lighthouse Investment Management Inc. 660.09%0.18%0.21%Q4 2017Q1 20196
CEERA INVESTMENTS, LLC 660.14%0.19%0.24%Q1 2021Q2 20226
Welch Group, LLC 420.01%0.13%0.62%Q3 2020Q3 20236
AMP Capital Investors Ltd 660.12%0.26%0.40%Q4 2016Q1 20186
SCOTIA CAPITAL INC. 660.00%0.00%0.00%Q2 2022Q3 20236
BARCLAYS PLC 510.00%0.00%0.00%Q2 2013Q4 20156
Checchi Capital Advisers, LLC 660.02%0.06%0.10%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.08%0.09%0.10%Q2 2013Q3 20146
PINNACLE ASSOCIATES LTD 420.00%0.00%0.01%Q1 2022Q3 20236
CALIBER WEALTH MANAGEMENT, LLC 660.16%1.73%2.56%Q4 2021Q1 20236
STARR INTERNATIONAL CO INC 510.52%1.70%2.24%Q4 2017Q1 20206
Antonetti Capital Management LLC 660.14%0.22%0.51%Q2 2013Q3 20146
Starfire Investment Advisers, Inc. 220.12%0.14%0.16%Q1 2015Q4 20196
Pinnacle Wealth Management Advisory Group, LLC 420.03%0.03%0.04%Q1 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Ten Capital Wealth Advisors, LLC 420.00%0.14%0.21%Q3 2020Q1 20226
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2014Q3 20236
Qube Research & Technologies Ltd 410.00%0.01%0.02%Q4 2021Q3 20236
Iron Horse Wealth Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
One Capital Management, LLC 510.05%0.31%0.40%Q1 2022Q3 20236
Fiduciary Planning LLC 420.02%0.18%0.32%Q4 2020Q3 20236
Atlas Private Wealth Advisors 660.00%0.01%0.03%Q2 2020Q3 20216
HighMark Wealth Management LLC 660.01%0.01%0.01%Q2 2020Q3 20216
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 210.37%1.01%3.35%Q4 2015Q2 20216
Rehmann Capital Advisory Group 660.00%0.01%0.06%Q1 2018Q2 20196
Live Your Vision, LLC 410.00%0.02%0.10%Q1 2015Q1 20196
Total Clarity Wealth Management, Inc. 660.11%0.14%0.19%Q2 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 330.03%0.10%0.15%Q1 2016Q4 20196
Legal Advantage Investments, Inc. 660.16%0.35%0.81%Q4 2020Q1 20226
Wealthspire Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
VSR Financial Services, Inc. 310.02%0.13%0.25%Q2 2013Q1 20166
Crosspoint Capital Strategies, LLC 510.00%0.01%0.03%Q4 2013Q4 20156
Kernodle & Katon Asset Management Group, LLC 660.01%0.01%0.01%Q4 2015Q1 20176
UBS AG 660.03%0.03%0.03%Q2 2013Q3 20146
Transform Wealth, LLC 420.15%0.44%0.56%Q2 2016Q4 20176
Venturi Wealth Management, LLC 660.04%0.11%0.17%Q4 2017Q1 20196
NORTHEAST INVESTMENT MANAGEMENT 660.02%0.03%0.03%Q2 2022Q3 20236
Altium Wealth Management LLC 660.03%0.06%0.09%Q3 2018Q4 20196
Private Harbour Investment Management & Counsel, LLC 660.60%1.41%1.74%Q4 2018Q1 20206
CABOT WEALTH MANAGEMENT INC 661.05%1.24%1.35%Q4 2015Q1 20176
Lattice Strategies LLC 660.12%0.14%0.17%Q2 2013Q3 20146
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 320.01%0.01%0.02%Q4 2013Q1 20155
MBA Advisors LLC 550.51%0.93%1.30%Q4 2021Q4 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.01%0.03%Q1 2018Q1 20195
FOSTER DYKEMA CABOT & CO INC/MA 550.04%0.04%0.05%Q4 2016Q4 20175
Capital Wealth Alliance, LLC 410.01%0.40%0.55%Q4 2019Q3 20235
Harrison & Co Wealth Management, LLC 550.23%0.28%0.33%Q4 2021Q4 20225
Hall Kathryn A. 550.38%1.38%1.92%Q4 2016Q4 20175
Westside Investment Management, Inc. 310.00%0.04%0.20%Q4 2018Q3 20205
American Financial Network Advisory Services LLC 320.05%0.27%0.45%Q3 2017Q3 20195
Mutual Advisors, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Mosaic Family Wealth, LLC 550.00%0.07%0.12%Q4 2017Q4 20185
FIRST NIAGARA BANK 550.18%0.30%0.39%Q2 2015Q2 20165
Brinker Capital Investments, LLC 310.00%0.00%0.00%Q2 2013Q1 20185
Merit Financial Group, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
PARK NATIONAL CORP /OH/ 550.10%0.11%0.12%Q4 2022Q4 20235
Advisors Preferred, LLC 210.00%0.02%0.06%Q4 2013Q2 20215
Gupta Wealth Management LLC 550.05%0.06%0.09%Q1 2015Q1 20165
IAG Wealth Partners, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.00%0.06%0.11%Q2 2018Q3 20235
GABLES CAPITAL MANAGEMENT INC. 550.01%0.02%0.02%Q2 2020Q2 20215
CRA Financial Services, LLC 410.06%0.07%0.08%Q1 2022Q3 20235
Kovitz Investment Group Partners, LLC 550.01%0.02%0.03%Q1 2019Q1 20205
TWO SIGMA SECURITIES, LLC 310.00%0.04%0.13%Q3 2017Q3 20235
WELCH CAPITAL PARTNERS LLC/NY 551.62%2.34%3.15%Q4 2018Q4 20195
Tanglewood Wealth Management, Inc. 550.09%0.28%0.50%Q1 2022Q1 20235
J.W. COLE ADVISORS, INC. 410.02%0.07%0.24%Q1 2022Q3 20235
Resonant Capital Advisors, LLC 410.03%0.07%0.21%Q4 2020Q3 20235
Gunma Bank,Ltd. 551.87%2.78%4.32%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.14%0.31%0.73%Q4 2016Q4 20175
Verus Financial Partners, Inc. 550.03%0.04%0.05%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 210.00%0.04%0.10%Q3 2015Q2 20225
Zeit Capital LLC 550.06%0.07%0.08%Q4 2020Q4 20215
Zullo Investment Group, Inc. 550.04%0.06%0.08%Q4 2021Q4 20225
FLC Capital Advisors 410.06%0.07%0.08%Q1 2022Q2 20235
Arthur Zaske & Associates, LLC 320.62%0.95%1.29%Q3 2016Q4 20175
SILVERCREST ASSET MANAGEMENT GROUP LLC 550.01%0.02%0.03%Q4 2018Q4 20195
Intercontinental Wealth Advisors, LLC 550.02%0.02%0.02%Q4 2018Q4 20195
Wagner Wealth Management, LLC 410.00%0.04%0.06%Q4 2017Q2 20225
Clarus Wealth Advisors 550.02%0.03%0.04%Q2 2018Q2 20195
Hoover Financial Advisors, Inc. 550.02%0.02%0.02%Q2 2020Q2 20215
Lake Point Wealth Management 310.00%0.00%0.01%Q4 2018Q2 20225
NEW ENGLAND SECURITIES CORP /MA/ 550.02%0.02%0.03%Q4 2013Q4 20145
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q1 2016Q1 20175
Cascade Investment Advisors, Inc. 550.02%0.03%0.03%Q4 2018Q4 20195
Compass Financial Group, INC/SD 550.16%0.22%0.31%Q4 2022Q4 20235
Trexquant Investment LP 410.01%0.03%0.05%Q4 2021Q2 20235
Bridgeworth, LLC 310.02%0.05%0.07%Q1 2021Q3 20235
First Heartland Consultants, Inc. 210.01%0.03%0.06%Q2 2013Q3 20235
WNY Asset Management, LLC 550.05%0.07%0.09%Q3 2022Q3 20235
PRW Wealth Management LLC 410.09%0.72%1.40%Q4 2021Q3 20235
Riggs Asset Managment Co. Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Opus Capital Group, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
Claybrook Capital, LLC 550.01%0.02%0.03%Q4 2017Q4 20185
McClarren Financial Advisors, Inc. 550.11%0.15%0.18%Q3 2022Q3 20235
SVB Investment Services Inc. 550.00%0.01%0.04%Q4 2019Q4 20205
Gibson Wealth Advisors LLC 550.21%0.28%0.37%Q4 2021Q4 20225
Apollon Wealth Management, LLC 210.02%0.02%0.03%Q4 2021Q3 20235
PFG Private Wealth Management, LLC 550.00%0.41%1.11%Q3 2022Q3 20235
LOGAN CAPITAL MANAGEMENT INC 550.01%0.02%0.02%Q4 2018Q4 20195
EP Wealth Advisors, LLC 210.00%0.01%0.01%Q1 2022Q3 20235
Royal Fund Management, LLC 410.01%0.12%0.23%Q4 2017Q3 20235
STAPP WEALTH MANAGEMENT, PLLC 553.48%6.76%11.90%Q3 2022Q3 20235
Twin Lakes Capital Management, LLC 550.03%0.03%0.04%Q1 2021Q1 20225
Argentus Capital Management, LLC 310.00%0.00%0.01%Q3 2015Q3 20164
HBK Sorce Advisory LLC 440.02%0.02%0.02%Q2 2020Q1 20214
Fortis Advisors, LLC 440.00%0.01%0.01%Q1 2020Q4 20204
ADE, LLC 440.01%0.03%0.04%Q4 2020Q3 20214
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.01%Q3 2017Q2 20184
FAIRFIELD, BUSH & CO. 210.00%0.17%0.48%Q2 2013Q2 20234
FUKOKU MUTUAL LIFE INSURANCE Co 440.08%0.51%1.07%Q3 2014Q2 20154
Olistico Wealth, LLC 440.59%0.64%0.69%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.13%0.15%0.17%Q4 2022Q3 20234
PINNACLE FINANCIAL PARTNERS INC 310.01%0.01%0.01%Q2 2017Q3 20184
Sharper & Granite LLC 440.82%0.89%1.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.08%0.15%0.20%Q4 2022Q3 20234
MARSHALL WACE, LLP 210.00%0.00%0.00%Q1 2020Q2 20224
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
BNC WEALTH MANAGEMENT, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
ROCKLAND TRUST CO 440.07%0.21%0.58%Q3 2015Q2 20164
Delta Financial Group, Inc. 440.91%1.42%2.72%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.00%Q2 2020Q3 20234
MYECFO, LLC 440.17%0.19%0.23%Q4 2022Q3 20234
Financial Freedom, LLC 441.93%2.04%2.24%Q4 2022Q3 20234
Guardian Wealth Management, Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q2 2020Q1 20224
ASSOCIATED BANC-CORP 440.05%0.06%0.08%Q1 2020Q4 20204
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
CORA CAPITAL ADVISORS LLC 440.66%2.37%7.37%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 310.00%0.02%0.05%Q4 2015Q4 20164
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Windham Capital Management, LLC 210.05%0.07%0.10%Q4 2018Q3 20224
Nalls Sherbakoff Group, LLC 310.02%0.03%0.04%Q4 2018Q3 20234
Lido Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.02%0.02%0.02%Q2 2022Q1 20234
MILESTONE WEALTH, LLC 440.11%0.15%0.20%Q4 2021Q3 20224
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
BRANDYWINE OAK PRIVATE WEALTH LLC 310.13%0.92%1.34%Q4 2018Q4 20194
DAVENPORT & Co LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Journey Advisory Group, LLC 440.04%0.04%0.06%Q4 2022Q3 20234
Bank of Marin 440.30%0.44%0.67%Q4 2019Q3 20204
CAPITAL MANAGEMENT ASSOCIATES /NY/ 441.57%1.85%2.45%Q4 2022Q3 20234
FIRST CITIZENS BANK & TRUST CO 440.04%0.04%0.05%Q4 2017Q3 20184
CALDWELL SUTTER CAPITAL, INC. 440.32%0.42%0.58%Q4 2022Q3 20234
Advanced Asset Management Advisors Inc 310.01%0.06%0.08%Q4 2017Q4 20224
Quantinno Capital Management LP 440.01%0.02%0.02%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 440.70%0.78%0.84%Q4 2022Q3 20234
West Coast Financial LLC 440.10%0.29%0.40%Q3 2016Q2 20174
1 NORTH WEALTH SERVICES LLC 220.02%0.02%0.02%Q4 2018Q4 20194
Cassady Schiller Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Filbrandt Wealth Management, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
Portfolio Strategies, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Advisor Resource Council 110.12%0.16%0.20%Q2 2021Q1 20234
Corient Capital Partners, LLC 440.18%0.21%0.24%Q3 2016Q2 20174
CWA Asset Management Group, LLC 110.02%0.04%0.09%Q4 2016Q3 20234
Professional Financial Advisors, LLC 310.00%0.00%0.01%Q3 2021Q3 20224
Kavar Capital Partners, LLC 210.01%0.01%0.01%Q4 2015Q2 20194
BBJS FINANCIAL ADVISORS, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Johanson Financial Advisors, Inc. 210.03%0.19%0.27%Q2 2016Q4 20194
PRIVATE TRUST CO NA 440.00%0.00%0.01%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Farmers National Bank 220.00%0.00%0.01%Q4 2017Q2 20194
MARINO, STRAM & ASSOCIATES LLC 440.01%0.02%0.03%Q4 2017Q3 20184
Merriman Wealth Management, LLC 210.10%0.28%0.58%Q3 2018Q4 20224
PFG Advisors 440.07%0.09%0.10%Q4 2022Q3 20234
KANALY TRUST CO 440.02%0.02%0.02%Q4 2013Q3 20144
WEST BANCORPORATION INC 440.02%0.06%0.10%Q4 2021Q3 20224
SAGE RHINO CAPITAL LLC 441.28%1.32%1.37%Q1 2019Q4 20194
Surevest, LLC 440.03%0.04%0.05%Q4 2021Q3 20224
SVB WEALTH LLC 310.00%0.01%0.02%Q2 2019Q3 20224
WEIK CAPITAL MANAGEMENT 440.10%0.12%0.14%Q1 2019Q4 20194
Convergent Wealth Advisors 440.11%0.16%0.25%Q4 2014Q3 20154
LEVEL FOUR FINANCIAL, LLC 440.14%0.16%0.19%Q4 2020Q3 20214
BUCKINGHAM STRATEGIC PARTNERS, LLC 310.02%0.02%0.02%Q1 2022Q3 20234
Aevitas Wealth Management, Inc. 442.29%2.54%2.75%Q1 2022Q4 20224
Integrated Wealth Concepts LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Fragasso Group Inc. 210.05%0.12%0.20%Q4 2017Q2 20194
Strategic Investment Solutions, Inc. /IL 440.07%0.17%0.29%Q4 2022Q3 20234
Cordasco Financial Network 220.00%0.01%0.01%Q3 2019Q2 20224
WPWealth LLP 440.19%0.21%0.25%Q4 2022Q3 20234
Gibson Capital, LLC 440.07%0.07%0.09%Q3 2014Q2 20154
1st Global Advisors, Inc. 440.04%0.04%0.04%Q4 2013Q3 20144
HOWARD WEALTH MANAGEMENT, LLC 310.00%0.15%0.22%Q4 2019Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.00%0.00%Q4 2022Q4 20234
New England Private Wealth Advisors LLC 440.18%0.20%0.22%Q4 2018Q3 20194
Sugarloaf Wealth Management, LLC 440.03%0.27%0.37%Q4 2022Q3 20234
Boxwood Ventures, Inc. 445.99%6.43%7.16%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 310.04%0.22%0.70%Q1 2018Q4 20194
Corient Private Wealth LLC 440.05%0.06%0.08%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
FormulaFolio Investments, LLC 440.01%0.01%0.02%Q2 2020Q1 20214
Allianz Asset Management GmbH 210.00%0.00%0.00%Q1 2016Q2 20214
Semus Wealth Partners LLC 440.59%0.70%0.83%Q4 2022Q3 20234
Colonial River Wealth Management, LLC 440.95%1.15%1.71%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.02%0.03%Q4 2022Q3 20234
Enterprise Bank & Trust Co 440.17%0.25%0.35%Q1 2019Q4 20194
Ahrens Investment Partners LLC 310.00%0.01%0.02%Q4 2021Q1 20234
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.01%0.01%0.02%Q3 2022Q3 20234
Vista Private Wealth Partners. LLC 310.21%0.23%0.29%Q3 2017Q3 20184
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
MONETARY MANAGEMENT GROUP INC 440.00%0.01%0.01%Q1 2022Q4 20224
Well Done, LLC 440.01%0.02%0.03%Q1 2018Q4 20184
HEADINVEST, LLC 310.03%0.06%0.07%Q4 2018Q3 20234
IPG Investment Advisors LLC 440.09%0.13%0.16%Q3 2021Q2 20224
ICA Group Wealth Management, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Fiera Capital Corp 310.00%0.01%0.01%Q4 2015Q2 20204
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Destination Wealth Management 310.00%0.00%0.00%Q1 2018Q1 20194
Headlands Technologies LLC 440.01%0.03%0.05%Q4 2022Q3 20234
Ascent Group, LLC 310.14%0.37%0.66%Q4 2021Q4 20224
Cedar Wealth Management, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
EMFO, LLC 440.00%0.00%0.01%Q2 2022Q1 20234
NWK Group, Inc. 440.01%0.01%0.01%Q2 2020Q1 20214
FOREFRONT WEALTH MANAGEMENT INC. 332.53%3.21%3.85%Q4 2021Q2 20223
East Coast Asset Management, LLC. 330.16%0.18%0.19%Q4 2012Q2 20133
Northstar Group, Inc. 330.18%0.19%0.19%Q4 2014Q2 20153
FINANCIAL COUNSELORS INC 210.02%0.05%0.07%Q1 2016Q4 20163
J.P. Turner & Co Capital Mnagement, LLC 330.35%0.37%0.40%Q1 2015Q3 20153
Visionary Wealth Advisors 330.02%0.02%0.03%Q1 2022Q3 20223
Gleason Group, Inc. 210.00%0.00%0.01%Q2 2022Q3 20233
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q2 2018Q4 20223
ARS Wealth Advisors, LLC 330.23%0.32%0.41%Q1 2017Q3 20173
Column Capital Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Hamilton Wealth, LLC 330.23%0.26%0.29%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.02%0.07%Q4 2021Q4 20223
Sound View Wealth Advisors Group, LLC 330.04%0.05%0.08%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.04%0.04%0.05%Q3 2022Q3 20233
Consolidated Portfolio Review Corp 330.15%0.16%0.17%Q1 2023Q3 20233
CONNABLE OFFICE INC 210.56%0.79%1.25%Q4 2018Q4 20193
TSFG, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Yoder Wealth Management, Inc. 330.24%0.26%0.28%Q1 2023Q3 20233
Quantitative Advantage, LLC 211.01%1.20%1.54%Q2 2014Q3 20183
Redhawk Wealth Advisors, Inc. 110.00%1.08%3.13%Q2 2019Q3 20233
Richard Bernstein Advisors LLC 210.06%1.23%2.71%Q2 2014Q1 20163
PATTON ALBERTSON MILLER GROUP, LLC 210.04%0.04%0.04%Q1 2022Q1 20233
Relative Value Partners, LLC 210.04%0.94%1.48%Q2 2013Q3 20143
Blue Chip Partners, LLC 330.06%0.07%0.08%Q4 2014Q2 20153
Peachtree Investment Partners, LLC 110.00%0.01%0.03%Q4 2020Q2 20233
COMERICA SECURITIES,INC. 210.05%0.05%0.06%Q2 2022Q1 20233
Castle Rock Wealth Management, LLC 330.20%0.22%0.24%Q1 2023Q3 20233
Crown Wealth Group, LLC 331.46%1.76%2.19%Q4 2021Q2 20223
Sonora Investment Management, LLC 330.00%0.01%0.01%Q1 2021Q3 20213
1832 Asset Management L.P. 210.29%0.40%0.54%Q1 2014Q2 20153
Parcion Private Wealth LLC 330.05%0.26%0.55%Q1 2020Q3 20203
Golden State Wealth Management, LLC 330.01%0.04%0.06%Q1 2019Q3 20193
CFO4Life Group, LLC 210.10%0.34%0.47%Q2 2018Q1 20193
Stonebridge Financial Planning Group, LLC 330.00%0.05%0.10%Q4 2019Q2 20203
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
HORIZON BANCORP INC /IN/ 330.01%0.01%0.01%Q4 2022Q2 20233
Y-Intercept (Hong Kong) Ltd 210.02%0.04%0.06%Q2 2022Q3 20233
Resource Management, LLC 330.03%0.03%0.04%Q2 2021Q4 20213
TRUST DEPARTMENT MB FINANCIAL BANK N A 210.00%0.00%0.01%Q2 2014Q1 20153
FSA Wealth Management LLC 330.00%0.00%0.01%Q4 2019Q2 20203
TIAA, FSB 330.01%0.01%0.01%Q2 2022Q4 20223
New England Capital Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MBM Wealth Consultants, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
SALZHAUER MICHAEL 210.08%0.09%0.10%Q4 2016Q3 20183
Wealth Quarterback LLC 210.00%0.01%0.01%Q4 2019Q3 20213
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
Noble Family Wealth, LLC 330.91%1.06%1.23%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.02%0.03%Q4 2017Q4 20183
MCDONALD PARTNERS LLC 330.05%0.29%0.77%Q4 2021Q2 20223
Integrity Financial Corp /WA 330.00%0.01%0.01%Q4 2021Q2 20223
FinTrust Investment Advisory Services, LLC 330.21%0.22%0.23%Q3 2017Q1 20183
Gryphon Financial Partners LLC 210.00%0.01%0.01%Q1 2018Q1 20203
Barnett & Company, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Alpha Cubed Investments, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Private Portfolio Partners LLC 330.10%0.10%0.10%Q2 2019Q4 20193
Global Trust Asset Management, LLC 210.00%0.02%0.05%Q4 2019Q4 20223
FundX Investment Group, LLC 210.16%0.50%1.12%Q1 2021Q4 20213
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Edge Capital Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q4 2018Q3 20233
Petix & Botte Co 210.06%0.07%0.08%Q1 2022Q3 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Houlihan Financial Resource Group, Ltd. 110.04%0.09%0.14%Q4 2019Q2 20233
Concord Wealth Partners 330.00%0.00%0.00%Q1 2023Q3 20233
LVW Advisors, LLC 330.09%0.15%0.26%Q4 2014Q2 20153
Optiver Holding B.V. 330.00%0.00%0.00%Q2 2021Q4 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2017Q3 20183
MONROE BANK & TRUST/MI 330.00%0.00%0.00%Q4 2017Q2 20183
Waterloo Capital, L.P. 330.10%0.23%0.30%Q1 2023Q3 20233
TWO SIGMA ADVISERS, LP 210.00%0.01%0.03%Q3 2014Q1 20183
JOYN Advisors, Inc. 210.01%0.07%0.12%Q2 2015Q1 20183
Savant Capital, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
LEE DANNER & BASS INC 210.02%0.09%0.21%Q2 2021Q3 20223
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 330.13%0.15%0.16%Q1 2020Q3 20203
BOSTON FAMILY OFFICE LLC 210.02%0.02%0.03%Q2 2018Q3 20233
Regis Acquisition Inc. 332.02%2.22%2.34%Q1 2023Q3 20233
AMERICAN NATIONAL BANK 210.04%0.06%0.08%Q3 2013Q4 20143
Empower Advisory Group, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Plan Group Financial, LLC 210.19%0.25%0.35%Q2 2022Q3 20233
ETF Portfolio Partners, Inc. 330.47%0.51%0.54%Q4 2015Q2 20163
Personal Wealth Partners 330.00%0.01%0.01%Q2 2019Q4 20193
FLPUTNAM INVESTMENT MANAGEMENT CO 330.01%0.12%0.21%Q1 2020Q3 20203
CLEAR STREET MARKETS LLC 220.01%0.02%0.04%Q1 2022Q2 20223
Novak Financial Planning, LLC 330.55%0.62%0.66%Q4 2020Q2 20213
RWA WEALTH PARTNERS, LLC 210.00%0.00%0.01%Q2 2018Q3 20233
Placemark Investments, Inc. 330.00%0.00%0.01%Q2 2014Q4 20143
Arlington Partners LLC 210.10%2.41%7.01%Q4 2017Q2 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Bellwether Advisors, LLC 330.38%0.39%0.40%Q1 2022Q3 20223
AdvicePeriod, LLC 210.04%0.08%0.10%Q4 2017Q2 20193
Red Door Wealth Management, LLC 330.16%0.17%0.17%Q2 2021Q4 20213
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 210.06%0.28%0.45%Q3 2015Q2 20203
Avestar Capital, LLC 330.06%0.19%0.44%Q4 2018Q2 20193
Prostatis Group LLC 330.13%0.15%0.18%Q4 2022Q2 20233
N.E.W. Advisory Services LLC 210.07%0.10%0.12%Q4 2019Q3 20203
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q2 2014Q4 20143
Cable Hill Partners, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Virtu Financial LLC 110.02%0.03%0.04%Q3 2015Q1 20183
Baldrige Asset Management LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Missouri Trust & Investment Co 330.01%0.02%0.03%Q1 2023Q3 20233
Matthew Goff Investment Advisor, LLC 330.14%0.14%0.15%Q3 2017Q1 20183
NICOLET BANKSHARES INC 220.09%0.09%0.09%Q1 2019Q2 20192
Crewe Advisors LLC 220.02%0.02%0.02%Q2 2021Q3 20212
CLEAR INVESTMENT RESEARCH, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Penserra Capital Management LLC 110.00%0.15%0.31%Q2 2018Q3 20232
Quantbot Technologies LP 220.00%0.02%0.04%Q1 2022Q2 20222
Moran Wealth Management, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
Arlington Capital Management, Inc. 224.66%5.28%5.91%Q4 2021Q1 20222
Freestone Capital Holdings, LLC 110.07%0.31%0.54%Q4 2018Q4 20192
Blackston Financial Advisory Group, LLC 220.16%0.16%0.17%Q1 2023Q2 20232
RAY GERALD L & ASSOCIATES LTD 220.05%0.05%0.05%Q1 2015Q2 20152
Banyan Partners, LLC 220.03%0.03%0.04%Q3 2013Q4 20132
RGT Wealth Advisors, LLC 220.19%0.27%0.36%Q3 2016Q4 20162
OLD MISSION CAPITAL LLC 110.01%0.02%0.03%Q4 2018Q2 20222
LEO BROKERAGE, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Winchester Group Inc. 220.14%0.14%0.15%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Diversified Trust Co 220.01%0.01%0.01%Q3 2023Q4 20232
Bellwether Investment Group, LLC 110.00%0.00%0.01%Q2 2016Q4 20162
Idaho Trust Bank 220.35%0.39%0.43%Q2 2023Q3 20232
Lindbrook Capital, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
Roof Eidam Maycock Peralta, LLC 220.09%0.11%0.12%Q3 2022Q4 20222
CMC Financial Group 220.25%0.29%0.33%Q1 2019Q2 20192
Capital Advantage, Inc. 221.68%1.83%1.98%Q2 2015Q3 20152
Fortitude Advisory Group L.L.C. 220.00%0.02%0.03%Q4 2021Q1 20222
COZAD ASSET MANAGEMENT INC 220.06%0.07%0.07%Q2 2018Q3 20182
Burt Wealth Advisors 220.04%0.04%0.04%Q4 2015Q1 20162
Jefferies Group LLC 110.01%0.01%0.01%Q1 2016Q1 20182
Lourd Capital, LLC 220.13%0.14%0.14%Q2 2013Q3 20132
Acropolis Investment Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Poehling Capital Management, INC. 220.01%0.01%0.01%Q4 2017Q1 20182
Clarius Group, LLC 220.12%0.12%0.13%Q1 2020Q2 20202
TRANSCEND CAPITAL ADVISORS, LLC 220.14%0.22%0.31%Q2 2020Q3 20202
ZACKS INVESTMENT MANAGEMENT 220.00%0.00%0.00%Q1 2022Q2 20222
FIDUCIARY SERVICES CORP/GA 220.20%0.26%0.31%Q4 2014Q1 20152
PANORAMIC INVESTMENT ADVISORS, LLC 110.37%0.38%0.39%Q4 2022Q3 20232
True Wealth Design, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
COLLECTIVE FAMILY OFFICE LLC 220.09%0.18%0.27%Q4 2022Q1 20232
INGALLS & SNYDER LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Marks Wealth, LLC 110.07%0.17%0.27%Q3 2021Q2 20222
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.01%Q1 2018Q3 20182
BAIRD ROBERT W & CO INC /WI/ 110.00%0.11%0.22%Q2 2014Q1 20152
AllSquare Wealth Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
STANCORP INVESTMENT ADVISERS INC 220.03%0.03%0.03%Q4 2014Q1 20152
R & A Capital Management, LLC 220.73%0.74%0.74%Q2 2013Q3 20132
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q4 2022Q1 20232
River Street Advisors LLC 220.28%0.30%0.32%Q4 2022Q1 20232
CABANA LLC 110.00%4.14%8.27%Q2 2020Q4 20212
London & Capital Asset Management Ltd 220.10%0.83%1.56%Q2 2022Q3 20222
River Wealth Advisors LLC 220.03%0.03%0.03%Q2 2018Q3 20182
Bradley & Co. Private Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CLARK FINANCIAL SERVICES GROUP INC /BD 110.98%1.60%2.23%Q2 2021Q3 20222
Global Endowment Management, LP 220.31%0.34%0.36%Q1 2018Q2 20182
Summit Global Investments 220.08%0.08%0.08%Q1 2021Q2 20212
BARINGS LLC 220.35%0.51%0.68%Q1 2022Q2 20222
MURPHY CAPITAL MANAGEMENT INC 220.03%0.03%0.03%Q1 2019Q2 20192
BOK Financial Private Wealth, Inc. 220.03%0.04%0.04%Q1 2016Q2 20162
HAP Trading, LLC 110.00%0.00%0.00%Q2 2021Q2 20222
Davis Capital Management 220.07%0.07%0.07%Q1 2020Q2 20202
Richard P Slaughter Associates Inc 220.48%0.67%0.86%Q4 2019Q1 20202
Foothills Asset Management, Ltd. 220.72%1.03%1.34%Q4 2019Q1 20202
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 220.15%0.16%0.16%Q1 2015Q2 20152
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q1 2022Q4 20222
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2019Q4 20212
Capital Bank & Trust Co 220.03%0.03%0.03%Q3 2019Q4 20192
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.01%Q1 2017Q2 20172
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
ASPIRIANT HOLDINGS S3, LLC 220.23%0.78%1.34%Q3 2015Q4 20152
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Noven Financial Group, Inc. 220.72%0.82%0.93%Q2 2014Q3 20142
Wilson & Boucher Capital Management, LLC 110.20%0.20%0.20%Q4 2022Q3 20232
SouthState Corp 220.00%0.00%0.00%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
WESPAC Advisors, LLC 220.47%0.51%0.56%Q2 2013Q3 20132
Covenant Multifamily Offices, LLC 110.08%0.09%0.10%Q4 2013Q2 20152
Reynolds Investment Management, Inc. 221.47%1.56%1.66%Q1 2022Q2 20222
Ackerman Capital Advisors, LLC 220.01%0.05%0.09%Q4 2018Q1 20192
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20222
Pinnacle Bancorp, Inc. 110.01%0.01%0.02%Q1 2017Q4 20202
BANQUE PICTET & CIE SA 220.01%0.01%0.01%Q3 2017Q4 20172
Narwhal Capital Management 220.07%0.18%0.29%Q3 2019Q4 20192
Stanford Investment Group, Inc. 220.01%0.01%0.01%Q3 2016Q4 20162
Burleson & Company, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Laird Norton Wetherby Wealth Management, LLC 110.08%0.11%0.13%Q3 2019Q1 20202
Spot Trading L.L.C 110.01%0.01%0.01%Q2 2016Q2 20162
NWAM LLC 110.02%0.02%0.03%Q2 2022Q4 20222
First American Bank 110.02%0.02%0.03%Q2 2016Q4 20162
WealthShield Partners, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Lebenthal Global Advisors, LLC 220.34%0.49%0.65%Q2 2023Q3 20232
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2017Q4 20212
Elite Wealth Management, Inc. 220.25%0.36%0.47%Q2 2014Q3 20142
High Falls Advisors, Inc 110.01%0.01%0.01%Q4 2015Q2 20162
Better Money Decisions, LLC 110.02%0.05%0.07%Q3 2021Q2 20222
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Twelve Points Wealth Management LLC 110.11%0.13%0.14%Q4 2022Q3 20232
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.53%1.06%Q1 2019Q1 20202
Fiduciary Group LLC 220.24%0.27%0.29%Q2 2015Q3 20152
UNION SAVINGS BANK 220.31%0.33%0.34%Q2 2023Q3 20232
Van Cleef Asset Management,Inc 220.16%0.33%0.50%Q4 2018Q1 20192
Altavista Wealth Management, Inc. 220.07%0.07%0.08%Q1 2019Q2 20192
Thomas J. Herzfeld Advisors, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Goodman Advisory Group, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Brevan Howard Capital Management LP 110.15%0.26%0.37%Q4 2021Q3 20222
Ellevest, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Northstar Advisory Group, LLC 220.28%0.53%0.79%Q2 2023Q3 20232
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Advantage, Inc. 110.01%0.04%0.06%Q4 2014Q2 20202
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Laffer Tengler Investments, Inc. 220.02%0.05%0.09%Q1 2021Q2 20212
Braver Wealth Management, LLC 220.65%0.72%0.79%Q4 2015Q1 20162
SWAN Capital LLC 110.62%0.76%0.90%Q1 2023Q3 20232
Cleary Gull Holdings Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
Private Advisory Group LLC 220.05%0.06%0.06%Q2 2023Q3 20232
WMS Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ARTHUR M. COHEN & ASSOCIATES, LLC 110.04%0.06%0.08%Q4 2017Q3 20182
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.02%Q2 2016Q2 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.03%0.04%Q2 2022Q3 20222
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Viewpoint Capital Management LLC 220.13%0.16%0.19%Q4 2021Q1 20222
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
US FINANCIAL ADVISORS, LLC 220.03%0.06%0.09%Q4 2015Q1 20162
Carnick & Kubik, LLC 220.00%0.17%0.34%Q4 2015Q1 20162
SMITH HAYES Advisers, Inc 110.05%0.05%0.05%Q2 2014Q1 20162
Grey Street Capital, LLC 220.11%0.13%0.14%Q2 2023Q3 20232
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Clarfeld Financial Advisors, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Circle Wealth Management, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2018Q4 20181
Palo Capital, Inc. 111.10%1.10%1.10%Q4 2018Q4 20181
Penn Mutual Asset Management, LLC 111.88%1.88%1.88%Q1 2020Q1 20201
INVESTMENT PARTNERS, LTD. 110.12%0.12%0.12%Q2 2020Q2 20201
Smallwood Wealth Investment Management, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
GREENLEAF TRUST 110.00%0.00%0.00%Q3 2017Q3 20171
FOUNDERS FINANCIAL SECURITIES LLC 110.10%0.10%0.10%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Insight Folios Inc 110.20%0.20%0.20%Q4 2019Q4 20191
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paloma Partners Management Co 110.02%0.02%0.02%Q2 2020Q2 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Edge Wealth Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
OLD NATIONAL BANCORP /IN/ 110.50%0.50%0.50%Q3 2018Q3 20181
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.77%0.77%0.77%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 111.55%1.55%1.55%Q2 2014Q2 20141
Cherry Creek Investment Advisors, Inc. 111.98%1.98%1.98%Q3 2023Q3 20231
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
IronBridge Private Wealth, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Detwiler Fenton Investment Management LLC 110.41%0.41%0.41%Q1 2015Q1 20151
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q2 2019Q2 20191
DRIVE WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.18%0.18%0.18%Q2 2018Q2 20181
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q4 2015Q4 20151
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Jackson Wealth Management, LLC 111.72%1.72%1.72%Q1 2023Q1 20231
Pointe Capital Management LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Legacy Financial Strategies, LLC 110.73%0.73%0.73%Q2 2018Q2 20181
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
ORG Partners LLC 110.31%0.31%0.31%Q1 2023Q1 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2020Q4 20201
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Stadion Money Management, LLC 110.05%0.05%0.05%Q2 2014Q2 20141
Family Management Corp 110.00%0.00%0.00%Q2 2021Q2 20211
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Simply Money Advisors 110.02%0.02%0.02%Q2 2013Q2 20131
CITY NATIONAL BANK 110.04%0.04%0.04%Q4 2014Q4 20141
PagnatoKarp Partners LLC 110.27%0.27%0.27%Q4 2016Q4 20161
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SMITH, MOORE & CO. 110.03%0.03%0.03%Q3 2023Q3 20231
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
INVESTMENT HOUSE LLC 110.06%0.06%0.06%Q4 2022Q4 20221
BANK OF THE WEST 110.04%0.04%0.04%Q4 2015Q4 20151
ALTFEST L J & CO INC 110.79%0.79%0.79%Q2 2017Q2 20171
Retireful, LLC 112.33%2.33%2.33%Q3 2023Q3 20231
Zurcher Kantonalbank (Zurich Cantonalbank) 110.20%0.20%0.20%Q2 2016Q2 20161
Pension Partners, LLC 112.79%2.79%2.79%Q4 2016Q4 20161
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
PFS INVESTMENTS INC. 110.67%0.67%0.67%Q4 2019Q4 20191
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Apriem Advisors 110.01%0.01%0.01%Q4 2015Q4 20151
Kohmann Bosshard Financial Services, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q1 2020Q1 20201
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Urban Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
ICON ADVISERS INC/CO 110.31%0.31%0.31%Q3 2023Q3 20231
HAYS ADVISORY LLC 110.92%0.92%0.92%Q3 2018Q3 20181
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ProVise Management Group, LLC 110.07%0.07%0.07%Q2 2016Q2 20161
PEOPLES FINANCIAL SERVICES CORP. 110.00%0.00%0.00%Q4 2018Q4 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Strid Group, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q4 2014Q4 20141
ROMANO BROTHERS AND COMPANY 110.03%0.03%0.03%Q3 2023Q3 20231
Sepio Capital, LP 110.05%0.05%0.05%Q3 2019Q3 20191
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SIMMONS FIRST TRUST CO NA 110.03%0.03%0.03%Q4 2015Q4 20151
Sandy Cove Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Pathway Financial Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Domani Wealth, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Tower View Wealth Management LLC 110.11%0.11%0.11%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.24%0.24%0.24%Q4 2021Q4 20211
Aurora Private Wealth, Inc. 110.09%0.09%0.09%Q4 2020Q4 20201
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
FIRST HORIZON CORP 110.12%0.12%0.12%Q2 2013Q2 20131
Sageworth Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Taikang Asset Management (Hong Kong) Co Ltd 110.04%0.04%0.04%Q4 2017Q4 20171
Timber Creek Capital Management LLC 110.11%0.11%0.11%Q3 2013Q3 20131
Weiss Multi-Strategy Advisers LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Private Ocean, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Aspire Private Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Infini Master Fund 110.94%0.94%0.94%Q2 2021Q2 20211
Mirae Asset Global Investments Co., Ltd. 110.01%0.01%0.01%Q1 2017Q1 20171
UNIVEST FINANCIAL Corp 110.52%0.52%0.52%Q4 2020Q4 20201
ATHERTON LANE ADVISERS, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Milestone Advisory Partners 110.22%0.22%0.22%Q3 2023Q3 20231
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Virtus Fund Advisers, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
AlphaStar Capital Management, LLC 110.88%0.88%0.88%Q4 2017Q4 20171
INSIGHT 2811, INC. 110.58%0.58%0.58%Q2 2016Q2 20161
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lansing Street Advisors 110.52%0.52%0.52%Q3 2022Q3 20221
BOS Asset Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Blue Granite Capital, LLC 110.34%0.34%0.34%Q4 2017Q4 20171
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
NEXT Financial Holdings 110.70%0.70%0.70%Q1 2019Q1 20191
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20221
COLONY GROUP LLC 110.02%0.02%0.02%Q4 2015Q4 20151
GENERAL ELECTRIC CO 110.96%0.96%0.96%Q3 2017Q3 20171
AUGUSTINE ASSET MANAGEMENT INC 110.32%0.32%0.32%Q4 2015Q4 20151
Sterling Global Strategies LLC 110.39%0.39%0.39%Q4 2018Q4 20181
FNY Investment Advisers, LLC 110.17%0.17%0.17%Q3 2022Q3 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Rice Partnership, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
Delos Wealth Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Derbend Asset Management 110.30%0.30%0.30%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.68%0.68%0.68%Q4 2019Q4 20191
Black Swift Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Ameraudi Asset Management, Inc. 110.19%0.19%0.19%Q4 2019Q4 20191
EPG Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
REGENTATLANTIC CAPITAL LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SYON CAPITAL LLC 110.83%0.83%0.83%Q3 2023Q3 20231
Prosperity Wealth Management, Inc. 110.33%0.33%0.33%Q4 2022Q4 20221
Zurich Insurance Group Ltd/FI 110.00%0.00%0.00%Q4 2018Q4 20181
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Grace Capital 110.13%0.13%0.13%Q2 2019Q2 20191
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2016Q3 20161
Stonehage Fleming Financial Services Holdings Ltd 110.01%0.01%0.01%Q1 2020Q1 20201
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.14%0.14%0.14%Q1 2022Q1 20221
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
B.O.S.S. Retirement Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
GeoWealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Truepoint, Inc. 110.05%0.05%0.05%Q3 2017Q3 20171
WealthStone, Inc. 110.20%0.20%0.20%Q2 2020Q2 20201
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Anfield Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Godshalk Welsh Capital Management, Inc. 110.05%0.05%0.05%Q4 2014Q4 20141
Vivaldi Capital Management LP 110.06%0.06%0.06%Q4 2022Q4 20221
Valence8 US LP 111.46%1.46%1.46%Q4 2022Q4 20221
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Newton One Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cape Investment Advisory, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
AT Bancorp 110.16%0.16%0.16%Q2 2014Q2 20141
WESBANCO BANK INC 110.03%0.03%0.03%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Financial Advisors Network, Inc. 110.23%0.23%0.23%Q4 2018Q4 20181
Lake Hills Wealth Management, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
MID CONTINENT CAPITAL LLC/IL 110.04%0.04%0.04%Q4 2014Q4 20141
Ardent Capital Management, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q2 2013Q2 20131
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Next Level Private LLC 110.10%0.10%0.10%Q2 2022Q2 20221
BOENNING & SCATTERGOOD, INC. 110.12%0.12%0.12%Q2 2020Q2 20201
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Bullseye Investment Management, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Birch Capital Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Quad Capital Management Advisors LLC 110.04%0.04%0.04%Q3 2017Q3 20171
ROBERTSON STEPHENS ADVISORS LLC 110.42%0.42%0.42%Q4 2016Q4 20161
Nelson Capital Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Concorde Asset Management, LLC 111.09%1.09%1.09%Q4 2015Q4 20151
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MATHER GROUP, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Tandem Wealth Advisors LLC 111.11%1.11%1.11%Q4 2022Q4 20221
DRW Securities, LLC 110.10%0.10%0.10%Q3 2013Q3 20131
Briaud Financial Planning, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Infini Capital Management Ltd 110.94%0.94%0.94%Q2 2021Q2 20211
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Coppell Advisory Solutions LLC 110.04%0.04%0.04%Q2 2023Q2 20231
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Coho Partners, Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Zions Bancorporation, N.A. 110.04%0.04%0.04%Q4 2018Q4 20181
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
Investmark Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LifePro Asset Management 110.10%0.10%0.10%Q1 2022Q1 20221
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Silver Bridge Capital Management LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Shamrock Asset Management LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Columbus Macro, LLC 110.29%0.29%0.29%Q2 2019Q2 20191
TOTH FINANCIAL ADVISORY CORP 110.08%0.08%0.08%Q2 2014Q2 20141
Hefty Wealth Partners 110.60%0.60%0.60%Q4 2015Q4 20151
qPULA Trading Management LP 110.72%0.72%0.72%Q4 2021Q4 20211
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BLB&B Advisors, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
FIRST NATIONAL TRUST CO 110.03%0.03%0.03%Q4 2015Q4 20151
Marmo Financial Group, LLC 118.58%8.58%8.58%Q4 2022Q4 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Juniper Hill Capital Management LP 119.54%9.54%9.54%Q1 2022Q1 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
VitalStone Financial, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Betterment LLC 110.00%0.00%0.00%Q4 2014Q4 20141
CADENCE CAPITAL MANAGEMENT LLC 110.57%0.57%0.57%Q1 2020Q1 20201
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Monument Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Align Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
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This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.