VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023111
Cutler Group LLC / CA 1810.00%0.00%0.02%Q4 2015Q3 202367
HUNTINGTON NATIONAL BANK 23110.00%0.00%0.01%Q1 2009Q3 202355
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.08%Q2 2013Q3 202347
Citadel Advisors 1410.00%0.00%0.01%Q1 2014Q3 202346
GOLDMAN SACHS GROUP INC 4230.00%0.00%0.01%Q1 2012Q3 202345
JANE STREET GROUP, LLC 1210.00%0.00%0.05%Q1 2014Q3 202345
Veritable, L.P. 43430.03%0.04%0.05%Q4 2012Q2 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.23%0.35%Q2 2013Q3 202343
McKinley Carter Wealth Services, Inc. 42420.02%0.20%0.75%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.05%0.10%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.26%1.25%Q2 2013Q3 202342
Creative Planning 42420.01%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.06%0.15%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.10%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.05%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.07%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.04%0.15%0.34%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.04%Q2 2013Q3 202342
BOKF, NA 3290.03%0.06%0.12%Q2 2013Q3 202341
WBH ADVISORY INC 3831.10%2.64%4.03%Q2 2013Q3 202341
HighTower Advisors, LLC 30110.01%0.04%0.08%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.06%0.97%2.24%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.07%0.62%1.48%Q2 2013Q2 202341
NORTHSTAR ASSET MANAGEMENT Co LLC 41410.20%1.11%1.47%Q3 2013Q3 202341
SYNOVUS FINANCIAL CORP 41410.00%0.12%0.21%Q3 2013Q3 202341
Bartlett & Co. LLC 25160.02%0.08%0.12%Q3 2013Q4 202341
TRUST CO OF OKLAHOMA 28134.48%6.26%7.68%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
SOL Capital Management CO 41410.64%1.23%1.94%Q3 2013Q3 202341
Beacon Capital Management, Inc. 40400.01%5.61%8.72%Q4 2013Q3 202340
UBS Group AG 36360.00%0.05%0.09%Q4 2014Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 29110.00%0.01%0.04%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.05%0.11%Q3 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 3090.00%0.03%0.07%Q2 2013Q3 202339
FMR LLC 39390.00%0.02%0.05%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.00%0.02%0.04%Q1 2014Q3 202339
Sandy Spring Bank 38380.00%0.00%0.02%Q2 2014Q3 202338
Bragg Financial Advisors, Inc 26120.02%0.04%0.07%Q2 2013Q3 202338
DOWLING & YAHNKE LLC 38380.29%0.61%0.90%Q2 2013Q3 202238
Bouchey Financial Group Ltd 25130.04%1.68%3.79%Q4 2013Q3 202338
Essex Financial Services, Inc. 23140.06%0.40%1.39%Q3 2013Q3 202337
B. Riley Wealth Advisors, Inc. 3610.01%0.11%0.40%Q2 2014Q3 202337
D.A. DAVIDSON & CO. 3430.00%0.01%0.06%Q1 2014Q3 202337
Private Advisor Group, LLC 37370.01%0.05%0.21%Q3 2014Q3 202337
Community Bank, N.A. 36360.09%0.16%0.24%Q4 2014Q3 202336
OPPENHEIMER & CO INC 1240.01%0.02%0.07%Q2 2013Q3 202336
Northeast Financial Consultants Inc 2880.06%1.31%5.53%Q4 2013Q3 202336
Archford Capital Strategies, LLC 36360.05%1.04%2.30%Q1 2014Q4 202236
Baker Ellis Asset Management LLC 36360.11%0.38%0.62%Q4 2014Q3 202336
MASSMUTUAL TRUST CO FSB/ADV 2910.00%0.23%0.38%Q3 2014Q4 202335
Autus Asset Management, LLC 35350.07%0.11%0.16%Q2 2014Q4 202235
GLENMEDE TRUST CO NA 21140.00%0.01%0.01%Q4 2014Q3 202335
Ledyard National Bank 35350.02%0.08%0.21%Q2 2013Q4 202135
Edge Wealth Management LLC 35350.01%0.01%0.01%Q2 2013Q4 202135
Raymond James Financial Services Advisors, Inc. 3310.01%0.08%0.16%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.02%0.04%Q2 2015Q3 202334
STIFEL FINANCIAL CORP 3220.00%0.03%0.08%Q1 2015Q3 202334
JPMORGAN CHASE & CO 34340.00%0.03%0.10%Q2 2015Q3 202334
M&T BANK CORP 18150.12%0.30%0.69%Q2 2015Q3 202333
BLB&B Advisors, LLC 1230.02%0.04%0.08%Q2 2013Q3 202333
Stratos Wealth Partners, LTD. 2760.02%0.05%0.23%Q1 2015Q3 202333
Krilogy Financial LLC 33330.04%0.15%0.54%Q3 2015Q3 202333
J.P. Morgan Private Wealth Advisors LLC 33330.00%0.02%0.08%Q3 2015Q3 202333
Quantitative Advantage, LLC 2610.38%1.75%3.12%Q2 2013Q1 202333
D'Orazio & Associates, Inc. 2490.01%2.59%10.65%Q4 2013Q4 202233
Cetera Advisors LLC 2810.01%0.10%0.75%Q4 2013Q3 202332
Granite Investment Advisors, LLC 32320.06%0.44%0.96%Q4 2013Q3 202132
Ayalon Insurance Comp Ltd. 2482.82%6.01%10.54%Q1 2015Q3 202332
AllSquare Wealth Management LLC 32320.03%0.04%0.08%Q4 2015Q3 202332
Plante Moran Financial Advisors, LLC 32320.01%0.01%0.03%Q4 2015Q3 202332
Mariner, LLC 2430.01%0.12%0.43%Q2 2013Q3 202331
Bank of New York Mellon Corp 2810.00%0.00%0.00%Q1 2014Q3 202331
VANGUARD GROUP INC 2310.00%0.00%0.00%Q2 2014Q3 202331
Advisory Services Network, LLC 2740.00%0.04%0.09%Q4 2015Q3 202331
BARCLAYS PLC 1510.00%0.00%0.00%Q1 2014Q3 202331
IFP Advisors, Inc 17140.01%0.03%0.15%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
First Allied Advisory Services, Inc. 30300.03%0.24%0.71%Q2 2013Q3 202030
NEXT Financial Group, Inc 30300.01%0.24%0.68%Q3 2014Q4 202130
Snowden Capital Advisors LLC 2280.06%0.11%0.24%Q1 2016Q3 202330
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
WATERS PARKERSON & CO., LLC 30300.02%0.03%0.03%Q2 2016Q3 202330
FIRST FINANCIAL CORP /IN/ 30301.35%2.07%3.16%Q2 2016Q3 202330
Institute for Wealth Management, LLC. 1410.05%0.23%0.60%Q4 2013Q3 202330
CWM, LLC 2280.00%0.00%0.02%Q1 2016Q3 202330
STEPHENS INC /AR/ 30300.01%0.03%0.08%Q2 2016Q3 202330
Tower Research Capital LLC (TRC) 2210.00%0.11%0.69%Q3 2013Q3 202330
Raab & Moskowitz Asset Management LLC 30300.16%0.63%0.90%Q2 2016Q3 202330
DUBUQUE BANK & TRUST CO 2110.06%0.36%1.30%Q2 2013Q4 202130
Allworth Financial LP 29290.00%0.00%0.01%Q3 2016Q3 202329
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1810.00%0.01%0.03%Q2 2013Q4 202129
Sabal Trust CO 29290.22%0.29%0.52%Q3 2016Q3 202329
Anchor Investment Management, LLC 28280.00%0.29%0.68%Q1 2017Q4 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.00%0.01%Q2 2013Q1 202028
Avantax Planning Partners, Inc. 28280.02%1.34%4.55%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.29%0.68%Q4 2016Q3 202328
CMH Wealth Management LLC 28281.92%3.49%5.33%Q4 2016Q3 202328
Pflug Koory, LLC 28280.00%0.04%0.07%Q4 2016Q3 202328
NORTHERN TRUST CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.02%0.04%Q4 2016Q3 202328
Greytown Advisors Inc. 28280.67%2.42%3.53%Q4 2016Q3 202328
Exchange Capital Management, Inc. 2710.01%0.99%1.56%Q3 2014Q3 202328
WP Advisors, LLC 28280.19%0.24%0.34%Q4 2016Q3 202328
Pinnacle Advisory Group, Inc. 1990.03%0.08%0.23%Q1 2014Q1 202128
FRANKLIN RESOURCES INC 1620.00%0.00%0.00%Q2 2013Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.05%0.19%Q4 2016Q3 202328
Garrison Asset Management, LLC 28280.66%1.03%1.34%Q4 2016Q3 202328
Sigma Planning Corp 28280.01%0.03%0.07%Q4 2016Q3 202328
Evanson Asset Management, LLC 28280.10%0.16%0.22%Q4 2016Q3 202328
Cetera Investment Advisers 14130.02%0.09%0.19%Q4 2016Q3 202327
Simmons Bank 27270.02%0.03%0.04%Q1 2017Q3 202327
Caprock Group, LLC 1330.03%0.06%0.16%Q3 2015Q3 202327
Pacific Center for Financial Services 2430.02%0.04%0.05%Q4 2016Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.10%Q1 2016Q3 202327
Cetera Advisor Networks LLC 2160.01%0.03%0.12%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.06%0.10%Q2 2013Q4 201927
CONDOR CAPITAL MANAGEMENT 27270.12%0.19%0.28%Q1 2015Q3 202127
First PREMIER Bank 27270.03%0.16%0.31%Q1 2017Q3 202327
Cornerstone Wealth Management, LLC 2430.04%0.07%0.13%Q4 2016Q3 202327
Callan Capital, LLC 27270.11%0.54%0.73%Q1 2017Q3 202327
EDMOND DE ROTHSCHILD HOLDING S.A. 2430.00%0.01%0.07%Q2 2015Q4 202227
Global Retirement Partners, LLC 2070.01%0.05%0.44%Q4 2016Q3 202327
Keeley-Teton Advisors, LLC 27270.19%0.47%0.68%Q1 2017Q3 202327
AE Wealth Management LLC 27270.01%0.08%0.19%Q1 2017Q3 202327
BLAIR WILLIAM & CO/IL 2610.00%0.00%0.01%Q4 2014Q3 202327
COMERICA BANK 2310.00%0.01%0.02%Q3 2015Q3 202326
COLONY GROUP LLC 26260.01%0.05%0.25%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.08%0.17%Q2 2017Q3 202326
CHEMICAL BANK 25250.20%0.27%0.33%Q2 2013Q2 201925
COURIER CAPITAL LLC 25250.02%0.04%0.04%Q3 2017Q3 202325
SIGNATUREFD, LLC 1310.00%0.00%0.01%Q1 2014Q3 202325
Bison Wealth, LLC 1110.04%0.20%0.48%Q2 2015Q3 202325
BDO Wealth Advisors, LLC 25250.02%0.05%0.12%Q2 2017Q2 202325
Roble, Belko & Company, Inc 25250.00%0.02%0.11%Q1 2017Q1 202325
VISTA INVESTMENT MANAGEMENT 24240.16%0.25%0.39%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.04%0.06%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.01%0.02%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.21%0.28%0.41%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.01%Q4 2017Q3 202324
DEUTSCHE BANK AG\ 1620.00%0.00%0.00%Q3 2013Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.12%0.61%Q4 2017Q3 202324
FAIRFIELD, BUSH & CO. 24240.07%0.15%0.29%Q4 2017Q3 202324
KCM INVESTMENT ADVISORS LLC 24240.02%0.65%1.14%Q4 2017Q3 202324
Madden Advisory Services, Inc. 24240.02%1.37%1.96%Q1 2014Q4 201924
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 24240.16%0.20%0.26%Q4 2017Q3 202324
Bray Capital Advisors 2310.02%0.70%1.22%Q3 2015Q3 202324
Atria Investments, Inc 1410.02%0.09%0.26%Q4 2016Q3 202324
Front Row Advisors LLC 24240.04%0.06%0.08%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.14%0.19%0.41%Q4 2017Q3 202324
MUFG Americas Holdings Corp 1760.00%0.00%0.01%Q3 2011Q3 202223
EVERGREEN CAPITAL MANAGEMENT LLC 23230.02%0.04%0.09%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.35%0.58%1.04%Q1 2018Q3 202323
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 23230.00%0.02%0.04%Q1 2018Q3 202323
Advisors Capital Management, LLC 23230.02%0.04%0.05%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.06%0.16%Q2 2017Q3 202323
BAILARD, INC. 2030.01%0.03%0.05%Q3 2017Q3 202323
Arete Wealth Advisors, LLC 940.02%0.05%0.11%Q2 2017Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 23230.02%0.05%0.10%Q2 2017Q4 202223
BROWN BROTHERS HARRIMAN & CO 1490.00%0.00%0.00%Q2 2017Q2 202323
Doyle Wealth Management 23230.06%0.08%0.10%Q1 2017Q3 202223
CALTON & ASSOCIATES, INC. 23230.64%1.41%3.14%Q4 2017Q2 202323
IFG Advisory, LLC 2210.03%0.05%0.09%Q4 2017Q3 202323
Belpointe Asset Management LLC 1660.01%0.04%0.07%Q3 2017Q1 202322
First Heartland Consultants, Inc. 1390.01%0.08%0.18%Q1 2017Q3 202322
Neuberger Berman Group LLC 1510.00%0.00%0.01%Q2 2017Q3 202322
IndexIQ Advisors LLC 1530.00%0.03%0.19%Q3 2015Q1 202222
REILLY FINANCIAL ADVISORS, LLC 2110.00%0.01%0.02%Q2 2015Q4 202122
Evercore Wealth Management, LLC 1240.00%0.00%0.00%Q2 2013Q1 202222
CREDIT SUISSE AG/ 1410.00%0.01%0.01%Q2 2013Q4 202022
NOMURA ASSET MANAGEMENT CO LTD 1310.00%0.01%0.03%Q2 2017Q3 202322
Financial Architects, Inc 1510.01%0.10%0.23%Q4 2016Q4 202222
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 22220.05%0.08%0.10%Q4 2015Q1 202122
RAND WEALTH, LLC 22222.15%2.49%3.11%Q2 2013Q3 201822
Main Management LLC 22220.03%0.34%0.84%Q2 2018Q3 202322
BROWN ADVISORY INC 1390.00%0.00%0.00%Q4 2017Q3 202322
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.01%0.02%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.07%0.18%Q3 2018Q3 202321
Morningstar Investment Services LLC 1470.12%0.48%0.85%Q2 2013Q3 202321
Farmers & Merchants Trust Co of Chambersburg PA 2010.01%0.02%0.06%Q2 2018Q3 202321
Aevitas Wealth Management, Inc. 21210.80%1.88%3.58%Q4 2017Q4 202221
FIRST MANHATTAN CO. LLC. 1510.00%0.00%0.00%Q1 2017Q3 202321
ASSETMARK, INC 21210.00%0.00%0.00%Q3 2018Q3 202321
Capital Advantage, Inc. 21210.06%0.10%0.17%Q4 2013Q4 201821
Clearwater Capital Advisors, LLC 21210.03%0.20%0.45%Q2 2016Q2 202121
Jacobi Capital Management LLC 21210.00%0.02%0.04%Q3 2016Q3 202121
FIDUCIARY TRUST CO 20200.01%0.09%0.24%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.06%0.10%0.16%Q4 2018Q3 202320
Garde Capital, Inc. 1370.04%0.26%1.06%Q2 2014Q3 201920
Confluence Wealth Management LLC 1910.11%0.20%0.28%Q2 2015Q3 202020
Magnus Financial Group LLC 20200.03%0.25%0.82%Q4 2018Q3 202320
EATON VANCE MANAGEMENT 840.00%0.00%0.00%Q4 2016Q3 202220
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.06%0.21%0.64%Q4 2018Q3 202320
CIBC Private Wealth Group, LLC 1910.00%0.00%0.01%Q3 2017Q3 202320
American Portfolios Advisors 20200.01%0.07%0.15%Q4 2017Q3 202220
Laurel Wealth Advisors LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20200.25%0.48%0.96%Q4 2018Q3 202320
Allen Investment Management, LLC 1370.01%0.05%0.10%Q2 2016Q3 202320
CULLEN/FROST BANKERS, INC. 1910.00%0.01%0.01%Q4 2016Q2 202220
DAGCO, INC. 20200.34%0.88%2.96%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.08%0.82%4.80%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.94%1.25%1.52%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.06%0.29%1.34%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 19190.01%0.03%0.07%Q1 2019Q3 202319
WINTRUST INVESTMENTS LLC 1180.08%0.15%0.21%Q1 2018Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Traverso Chambers Private Wealth Management, LLC 1450.07%0.10%0.13%Q4 2018Q3 202319
Matthew Goff Investment Advisor, LLC 1450.66%0.97%1.70%Q3 2017Q3 202319
Nan Shan Life Insurance Co., Ltd. 1090.13%0.58%1.47%Q3 2013Q4 201919
Western Wealth Management, LLC 1180.08%0.13%0.28%Q4 2018Q3 202319
OPTIMUM INVESTMENT ADVISORS 1360.00%0.02%0.08%Q1 2019Q4 202319
Vantage Investment Advisors, LLC 1180.00%0.01%0.02%Q4 2013Q3 201819
AVANTAX ADVISORY SERVICES, INC. 19190.02%0.10%0.15%Q1 2019Q3 202319
Sargent Bickham Lagudis LLC 910.00%0.01%0.02%Q3 2016Q4 202219
LIBERTY WEALTH MANAGEMENT LLC 1630.04%0.37%0.72%Q4 2018Q3 202319
Psagot Value Holdings Ltd. 1720.00%0.01%0.06%Q3 2016Q3 202119
Glassman Wealth Services 1810.01%0.01%0.01%Q4 2014Q3 202019
Crestwood Advisors Group, LLC 1810.00%0.01%0.02%Q1 2017Q3 202319
OPPENHEIMER ASSET MANAGEMENT INC. 19190.06%0.10%0.14%Q1 2018Q3 202219
TIAA, FSB 1180.00%0.00%0.01%Q2 2017Q2 202319
Rockefeller Capital Management L.P. 19190.01%0.06%0.09%Q1 2019Q3 202319
SHINE INVESTMENT ADVISORY SERVICES INC 19190.35%0.60%0.92%Q1 2016Q3 202019
KINGS POINT CAPITAL MANAGEMENT 1450.00%0.03%0.04%Q4 2016Q1 202219
CONSOLIDATED CAPITAL MANAGEMENT, LLC 1620.15%0.61%1.60%Q1 2017Q2 202218
Rikoon Group, LLC 18180.26%0.41%0.50%Q4 2016Q1 202118
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
KEYBANK NATIONAL ASSOCIATION/OH 520.00%0.00%0.00%Q3 2016Q2 202318
Cavalier Investments, LLC 1010.12%1.02%1.74%Q1 2017Q3 202318
BB&T SECURITIES, LLC 18180.01%0.02%0.04%Q2 2015Q3 201918
Lenox Wealth Advisors, LLC 18180.00%0.03%0.15%Q4 2017Q1 202218
Koshinski Asset Management, Inc. 1610.05%0.08%0.15%Q4 2017Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.05%0.06%0.06%Q2 2013Q3 201718
LINCOLN NATIONAL CORP 1260.00%0.01%0.02%Q1 2018Q3 202318
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2016Q3 202218
McIlrath & Eck, LLC 1230.00%0.00%0.00%Q4 2018Q3 202318
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1120.01%1.83%4.28%Q3 2015Q1 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Jackson Hole Capital Partners, LLC 1350.06%0.34%1.13%Q4 2018Q3 202318
LEAVELL INVESTMENT MANAGEMENT, INC. 1110.03%0.05%0.09%Q2 2010Q3 202318
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1080.00%0.00%0.00%Q3 2017Q1 202218
NewEdge Advisors, LLC 1620.01%0.02%0.06%Q4 2017Q3 202318
SG Americas Securities, LLC 630.00%0.02%0.06%Q1 2015Q1 202218
Wealthstar Advisors, LLC 1080.08%0.19%0.23%Q2 2018Q3 202318
CAMBRIDGE TRUST CO 840.00%0.01%0.01%Q2 2017Q3 202218
Hamilton Wealth, LLC 1620.11%2.91%7.03%Q4 2018Q3 202318
TCI Wealth Advisors, Inc. 1170.00%0.04%0.15%Q4 2017Q3 202318
Voya Financial Advisors, Inc. 18180.02%0.05%0.09%Q4 2016Q1 202118
Private Capital Group, LLC 18180.00%0.03%0.06%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.04%0.07%Q2 2013Q3 201718
CPWM, LLC 1340.06%0.09%0.17%Q1 2018Q3 202217
CITY HOLDING CO 17170.00%0.00%0.00%Q3 2019Q3 202317
ROPES WEALTH ADVISORS LLC 17170.01%0.03%0.05%Q3 2016Q3 202017
MISSION WEALTH MANAGEMENT, LP 1220.02%0.04%0.05%Q2 2018Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1520.04%0.10%0.24%Q2 2013Q3 201717
WFG Advisors, LP 17170.00%0.01%0.03%Q2 2013Q2 201717
BerganKDV Wealth Management, LLC 1250.00%0.01%0.05%Q2 2018Q3 202217
Spearhead Capital Advisors, LLC 1430.05%0.12%0.23%Q1 2018Q2 202217
CENTRAL TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202317
Meristem Family Wealth, LLC 17170.08%0.14%0.18%Q1 2018Q1 202217
Lindbrook Capital, LLC 1250.01%0.01%0.03%Q4 2018Q3 202317
Gradient Investments LLC 810.00%0.00%0.00%Q3 2016Q3 202317
Advisory Alpha, LLC 1010.00%0.16%0.50%Q2 2015Q3 202017
WEDBUSH SECURITIES INC 1430.01%0.02%0.04%Q2 2019Q3 202317
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 740.09%0.15%0.24%Q2 2017Q2 202217
Lido Advisors, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Equitable Holdings, Inc. 16160.02%0.03%0.05%Q4 2019Q3 202316
WEALTHSOURCE PARTNERS, LLC 16160.01%0.07%0.34%Q2 2019Q1 202316
BlackRock Inc. 1510.00%0.00%0.00%Q4 2016Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.30%1.78%2.37%Q4 2019Q3 202316
Paradigm Financial Advisors, LLC 16160.12%0.67%1.60%Q1 2018Q4 202116
Avior Wealth Management, LLC 1510.00%0.01%0.01%Q4 2016Q3 202316
OneDigital Investment Advisors LLC 1120.00%0.01%0.03%Q1 2018Q3 202316
Joseph P. Lucia & Associates, LLC 1060.10%0.15%0.19%Q1 2019Q1 202316
HARBOUR INVESTMENT MANAGEMENT LLC 16160.47%0.80%1.05%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.03%0.14%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.20%1.06%2.14%Q4 2019Q3 202316
CX Institutional 520.00%0.14%1.64%Q3 2018Q3 202316
Vectors Research Management, LLC 16160.00%0.00%0.01%Q3 2018Q2 202216
Newport Wealth Strategies, Inc. 16160.36%2.20%6.86%Q4 2017Q3 202116
TRUIST FINANCIAL CORP 16160.01%0.04%0.07%Q4 2019Q3 202316
Sonora Investment Management, LLC 16160.01%0.01%0.02%Q4 2017Q3 202116
Brinker Capital Investments, LLC 16160.00%0.00%0.00%Q1 2016Q4 201916
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Wealth Alliance 16160.14%0.25%0.66%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.02%0.04%0.06%Q3 2019Q3 202316
Kore Private Wealth LLC 16160.30%0.44%0.61%Q4 2018Q3 202216
Zurich Insurance Group Ltd/FI 1510.04%0.05%0.08%Q4 2018Q3 202316
DERBY & COMPANY, INC 16162.41%3.24%4.08%Q4 2017Q3 202116
Private Vista, LLC 1420.19%0.27%0.43%Q2 2016Q2 202016
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16162.26%3.27%5.05%Q4 2019Q3 202316
Wealthspire Advisors, L.P. 810.00%0.01%0.04%Q4 2015Q2 202016
SALEM INVESTMENT COUNSELORS INC 16160.00%0.00%0.01%Q4 2019Q3 202316
Strategic Blueprint, LLC 16160.03%0.06%0.20%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.18%0.33%0.72%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.32%0.48%0.74%Q4 2019Q3 202316
Estate Counselors, LLC 15150.86%1.66%2.64%Q1 2020Q3 202315
MURPHY CAPITAL MANAGEMENT INC 960.03%0.04%0.05%Q3 2018Q2 202215
Evolution Wealth Advisors, LLC 640.00%0.22%1.57%Q4 2018Q3 202315
Bank of Marin 1410.23%0.94%1.29%Q4 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.05%0.08%0.18%Q1 2020Q3 202315
Capital Analysts, LLC 1410.00%0.01%0.03%Q1 2018Q2 202215
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.05%0.23%Q2 2013Q2 202115
WEBSTER BANK, N. A. 15150.00%0.01%0.01%Q3 2019Q1 202315
INGALLS & SNYDER LLC 15150.04%0.05%0.06%Q1 2020Q3 202315
Trinity Legacy Partners, LLC 1410.13%0.28%0.38%Q1 2019Q3 202315
BESSEMER GROUP INC 910.00%0.09%0.34%Q1 2018Q3 202315
BALLAST ADVISORS LLC 15150.01%0.05%0.09%Q4 2019Q2 202315
Hirtle Callaghan & Co LLC 15150.02%0.02%0.02%Q1 2020Q3 202315
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q2 2015Q4 202115
Baystate Wealth Management LLC 1410.00%0.01%0.02%Q4 2018Q3 202315
Center for Financial Planning, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Fusion Family Wealth LLC 15150.00%0.01%0.01%Q3 2017Q1 202115
Royal Fund Management, LLC 1140.00%0.03%0.12%Q3 2017Q3 202315
Personal Capital Advisors Corp 910.00%0.00%0.01%Q1 2018Q4 202215
Advisor Group, Inc. 15150.02%0.08%0.20%Q2 2016Q4 201915
BOENNING & SCATTERGOOD, INC. 870.05%0.12%0.26%Q2 2018Q4 202215
CIBC WORLD MARKET INC. 1410.00%0.00%0.01%Q4 2016Q3 202315
PFG Advisors 1320.03%0.06%0.19%Q1 2018Q3 202315
Axiom Financial Strategies, LLC 15151.86%2.69%3.33%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.04%0.05%0.09%Q4 2019Q3 202315
Waldron Private Wealth LLC 1320.03%0.06%0.29%Q2 2018Q1 202315
MADISON INVESTMENT HOLDINGS INC 720.01%0.17%0.55%Q2 2015Q3 201915
Capital Advisory Group Advisory Services, LLC 710.01%0.02%0.04%Q1 2018Q1 202215
Gray Wealth Management Inc. 15150.91%1.08%1.24%Q1 2020Q3 202315
White Lighthouse Investment Management Inc. 720.05%0.24%0.63%Q4 2017Q3 202315
MSI Financial Services Inc 15150.02%0.10%0.20%Q2 2013Q4 201615
Capital Investment Advisory Services, LLC 1320.00%0.00%0.01%Q4 2018Q3 202315
Realta Investment Advisors 820.00%0.08%0.23%Q1 2019Q3 202314
LEVEL FOUR ADVISORY SERVICES, LLC 860.02%0.08%0.14%Q1 2018Q3 202314
JFS WEALTH ADVISORS, LLC 1020.00%0.01%0.02%Q4 2017Q3 202314
TAP Consulting, LLC 610.10%1.03%3.15%Q1 2019Q3 202314
Bedel Financial Consulting, Inc. 950.00%0.02%0.04%Q3 2018Q1 202214
HOWE & RUSLING INC 1210.00%0.01%0.02%Q1 2016Q3 202314
Gilbert & Cook, Inc. 14140.08%0.16%0.27%Q2 2020Q3 202314
RPg Family Wealth Advisory, LLC 820.01%0.02%0.05%Q2 2018Q1 202214
RESOURCES MANAGEMENT CORP /CT/ /ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14140.12%0.49%0.64%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.01%0.02%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.05%0.06%0.07%Q4 2017Q1 202114
FIFTH THIRD SECURITIES, INC. 860.07%0.35%1.34%Q1 2017Q3 202314
Winslow, Evans & Crocker, Inc. 14140.00%0.00%0.02%Q3 2017Q4 202014
Harel Insurance Investments & Financial Services Ltd. 630.00%0.06%0.17%Q4 2015Q4 202214
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.00%Q4 2015Q3 202314
Independent Order of Foresters 14141.02%1.22%1.54%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 14140.03%0.06%0.08%Q2 2020Q3 202314
MACQUARIE GROUP LTD 14140.00%0.00%0.01%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
Osborn Williams & Donohoe LLC 14140.03%0.04%0.05%Q2 2016Q3 201914
LBA Wealth Management, LLC 14140.04%0.09%0.12%Q4 2013Q1 201714
Qube Research & Technologies Ltd 920.00%0.03%0.28%Q4 2019Q3 202314
CAPITAL MANAGEMENT CORP /VA 620.04%0.06%0.08%Q3 2016Q1 202214
Polianta Ltd 811.74%3.87%7.34%Q4 2016Q3 202314
SUNTRUST BANKS INC 14140.00%0.03%0.15%Q2 2016Q3 201914
MARINER INDEPENDENT ADVISOR NETWORK, LLC 720.11%0.30%0.73%Q4 2015Q1 202014
Private Advisory Group LLC 820.18%1.56%4.48%Q4 2016Q3 202314
55I, LLC 14140.08%0.25%0.67%Q2 2019Q3 202214
EP Wealth Advisors, LLC 710.01%0.01%0.02%Q3 2017Q3 202314
BOSTON FAMILY OFFICE LLC 13130.03%0.04%0.07%Q1 2017Q1 202013
Kestra Advisory Services, LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
DIXON HUBARD FEINOUR & BROWN INC/VA 910.29%1.19%1.87%Q2 2013Q1 201713
Sowell Financial Services LLC 410.00%0.11%0.41%Q4 2016Q2 202213
Venture Visionary Partners LLC 1210.03%0.11%0.95%Q2 2020Q3 202313
IRIDIAN ASSET MANAGEMENT LLC/CT 13130.00%0.02%0.06%Q4 2016Q4 201913
Cordasco Financial Network 13130.01%0.01%0.01%Q1 2019Q1 202213
Robertson Stephens Wealth Management, LLC 13130.06%0.11%0.18%Q3 2020Q3 202313
Red Door Wealth Management, LLC 1030.07%0.12%0.22%Q4 2019Q1 202313
ANDERSON HOAGLAND & CO 1120.42%0.91%1.73%Q1 2017Q3 202013
Good Life Advisors, LLC 13130.07%0.17%0.23%Q1 2017Q1 202013
Kovitz Investment Group Partners, LLC 13130.02%0.02%0.03%Q1 2020Q1 202313
BREWIN DOLPHIN LTD 850.00%0.00%0.01%Q4 2018Q2 202213
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
M Holdings Securities, Inc. 910.04%0.18%0.73%Q4 2013Q1 202213
Prime Capital Investment Advisors, LLC 940.00%0.02%0.05%Q2 2020Q3 202313
TL Private Wealth 1210.14%0.17%0.19%Q4 2019Q2 202313
SII INVESTMENTS INC/WI 1210.03%0.05%0.10%Q3 2014Q4 201713
Clearstead Advisors, LLC 13130.00%0.01%0.06%Q3 2020Q3 202313
Visionary Asset Management, Inc. 1030.17%1.11%1.57%Q4 2014Q4 201813
Carnegie Capital Asset Management, LLC 710.01%0.01%0.02%Q4 2018Q2 202313
Concert Wealth Management Inc. 13130.04%0.12%0.18%Q3 2013Q3 201613
FINANCIAL COUNSELORS INC 410.00%0.01%0.01%Q4 2014Q1 202313
Maltin Wealth Management, Inc. 1120.07%0.18%0.20%Q4 2019Q3 202313
AJ WEALTH STRATEGIES, LLC 13130.03%0.04%0.04%Q2 2020Q2 202313
Banco Santander, S.A. 760.01%0.05%0.08%Q1 2018Q1 202313
Founders Financial Alliance, LLC 13130.01%0.12%0.22%Q3 2020Q3 202313
Carroll Financial Associates, Inc. 1030.00%0.00%0.02%Q1 2014Q4 202113
CVA Family Office, LLC 13130.01%0.02%0.03%Q2 2020Q2 202313
Cresset Asset Management, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
FIRST HAWAIIAN BANK 710.01%0.01%0.02%Q3 2018Q2 202312
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q1 2013Q3 202312
CreativeOne Wealth, LLC 12120.02%0.04%0.08%Q4 2020Q3 202312
Ellis Investment Partners, LLC 12120.01%0.03%0.04%Q4 2019Q3 202212
PEAPACK GLADSTONE FINANCIAL CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
MOTCO 1110.00%0.00%0.01%Q2 2016Q4 201912
Avion Wealth 750.00%0.26%0.65%Q1 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.27%0.52%0.86%Q4 2020Q3 202312
LCM Capital Management Inc 12123.61%3.82%4.10%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.01%Q1 2021Q4 202312
PEOPLES BANK /OH 12120.32%0.45%0.65%Q1 2017Q4 201912
Ameritas Investment Company, LLC 12120.05%0.71%2.34%Q4 2018Q3 202112
Octavia Wealth Advisors, LLC 12120.06%0.12%0.23%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.13%0.48%0.83%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.10%0.15%0.24%Q4 2020Q3 202312
Tower View Wealth Management LLC 660.01%0.01%0.01%Q3 2018Q4 202212
Ten Capital Wealth Advisors, LLC 12120.05%0.11%0.22%Q3 2020Q2 202312
RBA Wealth Management, LLC 840.37%0.40%0.45%Q1 2020Q3 202312
PRUDENTIAL FINANCIAL INC 1020.00%0.05%0.26%Q1 2018Q3 202312
J.W. COLE ADVISORS, INC. 510.02%0.05%0.11%Q4 2019Q3 202312
MAI Capital Management 12120.01%0.01%0.02%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.23%0.34%0.47%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Graypoint LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Sequoia Financial Advisors, LLC 810.00%0.01%0.01%Q4 2019Q3 202312
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Certified Advisory Corp 1110.03%0.06%0.09%Q4 2017Q1 202112
Cedar Brook Financial Partners, LLC 12120.06%0.07%0.08%Q4 2020Q3 202312
FDx Advisors, Inc. 1020.01%0.02%0.03%Q1 2017Q3 202312
Winch Advisory Services, LLC 12120.00%0.13%0.16%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1110.04%0.05%0.07%Q3 2019Q3 202312
VALLEY NATIONAL ADVISERS INC 1020.00%0.01%0.05%Q3 2019Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Mascoma Wealth Management LLC 840.00%0.01%0.02%Q4 2016Q3 202312
Moors & Cabot, Inc. 1020.01%0.02%0.03%Q3 2019Q1 202312
Versant Capital Management, Inc 1110.00%0.00%0.01%Q4 2018Q4 202112
NatWest Group plc 930.10%0.38%0.84%Q4 2016Q1 202112
Bluesphere Advisors, LLC 12120.25%0.44%0.70%Q4 2020Q3 202312
COMERICA SECURITIES,INC. 11110.03%0.09%0.16%Q1 2021Q3 202311
Dorsey & Whitney Trust CO LLC 11110.07%0.09%0.13%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.04%0.06%0.07%Q4 2018Q2 202111
DAVENPORT & Co LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SYM FINANCIAL Corp 11110.01%0.02%0.04%Q1 2021Q3 202311
Valeo Financial Advisors, LLC 610.00%0.00%0.02%Q2 2018Q3 202311
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
BURNEY CO/ 920.02%0.03%0.04%Q2 2013Q2 201611
Merit Financial Group, LLC 650.06%0.12%0.22%Q4 2017Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.42%0.60%1.74%Q4 2019Q2 202211
Capital Bank & Trust Co 11110.00%0.00%0.00%Q3 2017Q1 202011
Morningstar Investment Management LLC 11111.77%3.92%5.05%Q2 2020Q4 202211
Montis Financial, LLC 11110.20%0.25%0.30%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.11%0.30%Q3 2020Q1 202311
tru Independence LLC 910.09%0.19%0.23%Q4 2019Q3 202311
AMI INVESTMENT MANAGEMENT INC 11110.19%0.26%0.30%Q4 2018Q2 202111
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.01%Q1 2021Q3 202311
Regal Investment Advisors LLC 710.02%0.03%0.06%Q1 2018Q4 202211
THRIVENT FINANCIAL FOR LUTHERANS 740.00%0.00%0.00%Q1 2019Q3 202311
ATTICUS WEALTH MANAGEMENT, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Tolleson Wealth Management, Inc. 11110.27%0.39%0.59%Q4 2018Q2 202111
Manchester Capital Management LLC 11110.08%0.13%0.16%Q1 2021Q3 202311
Alpha Cubed Investments, LLC 740.02%0.05%0.07%Q1 2017Q1 202211
Concord Wealth Partners 740.01%0.01%0.01%Q4 2020Q3 202311
OXFORD FINANCIAL GROUP, LTD. LLC 1010.00%0.04%0.41%Q2 2018Q1 202311
CORBYN INVESTMENT MANAGEMENT INC/MD 11110.08%0.12%0.14%Q1 2021Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 920.10%0.17%0.21%Q4 2019Q3 202311
Princeton Global Asset Management LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
TRUE Private Wealth Advisors 11110.00%0.04%0.08%Q2 2018Q4 202011
Renaissance Technologies 320.00%0.00%0.00%Q4 2017Q4 202211
CITIZENS FINANCIAL GROUP INC/RI 910.00%0.01%0.02%Q3 2018Q3 202311
Beacon Pointe Advisors, LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Kingfisher Capital LLC 11113.02%3.62%3.97%Q4 2016Q2 201911
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1010.01%0.09%0.24%Q3 2020Q3 202311
Gemmer Asset Management LLC 11110.00%0.00%0.01%Q3 2019Q1 202211
CT Financial Advisors LLC 1010.03%0.04%0.13%Q1 2014Q1 201711
WHITTIER TRUST CO OF NEVADA INC 11110.00%0.01%0.01%Q1 2021Q3 202311
Black Diamond Financial, LLC 11110.08%0.10%0.14%Q1 2021Q3 202311
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.20%0.34%0.42%Q4 2017Q1 202010
Simplicity Solutions, LLC 510.01%0.07%0.13%Q1 2018Q3 202310
GAMCO INVESTORS, INC. ET AL 550.00%0.01%0.01%Q1 2019Q4 202110
SCOTIA CAPITAL INC. 610.00%0.01%0.03%Q1 2016Q4 201910
First Horizon Advisors, Inc. 640.00%0.01%0.01%Q1 2021Q3 202310
Ratio Wealth Group 820.95%1.98%2.96%Q1 2021Q3 202310
TIFF ADVISORY SERVICES, LLC 10102.82%6.18%14.17%Q2 2021Q3 202310
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Tatro Capital, LLC 10104.73%5.63%6.54%Q4 2019Q1 202210
Private Wealth Group, LLC 10100.61%1.27%2.07%Q1 2021Q2 202310
ALPS ADVISORS INC 10100.07%0.13%0.19%Q3 2020Q4 202210
Ameritas Investment Partners, Inc. 10100.00%0.00%0.00%Q3 2019Q4 202110
Salomon & Ludwin, LLC 640.00%0.03%0.04%Q1 2021Q3 202310
Ancora Advisors LLC 710.00%0.00%0.01%Q4 2016Q3 202310
Stonebridge Financial Planning Group, LLC 910.01%0.05%0.14%Q4 2019Q1 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Apriem Advisors 10100.62%1.15%1.98%Q3 2016Q4 201810
SWMG, LLC 640.16%0.47%0.79%Q4 2020Q2 202310
PSI Advisors, LLC 910.01%0.01%0.01%Q4 2019Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.02%0.03%0.03%Q2 2021Q3 202310
Virtu Financial LLC 310.02%0.08%0.42%Q3 2013Q3 201910
Quantitative Investment Management, LLC 310.01%0.12%0.27%Q2 2017Q2 202310
PENOBSCOT WEALTH MANAGEMENT 10102.00%2.41%3.24%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
BRIGHTON JONES LLC 10100.01%0.07%0.11%Q2 2021Q3 202310
Twin Lakes Capital Management, LLC 550.01%0.01%0.01%Q1 2021Q3 202310
Financial Management Professionals, Inc. 820.00%0.39%1.03%Q1 2017Q1 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Partnervest Advisory Services LLC 550.00%0.09%0.22%Q2 2013Q2 201910
CHOREO, LLC 10100.03%0.37%0.70%Q4 2016Q1 201910
James Hambro & Partners 10100.01%0.07%0.11%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.11%Q1 2021Q3 202310
Wealthfront Advisers LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Wealthcare Advisory Partners LLC 910.00%0.01%0.01%Q1 2018Q1 202110
TRUEWEALTH LLC 10100.02%0.02%0.02%Q1 2018Q2 202010
Financial Enhancement Group LLC 730.00%0.00%0.00%Q3 2019Q2 202210
Invst, LLC 611.53%2.90%5.41%Q2 2017Q4 202110
Merriman Wealth Management, LLC 710.20%0.41%0.82%Q1 2019Q4 202110
MONETA GROUP INVESTMENT ADVISORS LLC 420.01%0.01%0.04%Q2 2018Q3 202310
Mosaic Family Wealth, LLC 640.05%0.13%0.29%Q4 2017Q4 202110
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 510.02%0.04%0.06%Q4 2018Q3 20219
American Financial Network Advisory Services LLC 990.54%1.16%1.81%Q3 2017Q3 20199
Haverford Trust Co 420.00%0.00%0.00%Q2 2019Q4 20229
COMMERCE BANK 810.00%0.00%0.01%Q4 2017Q3 20239
Vickerman Investment Advisors, Inc. 990.18%0.30%0.39%Q3 2021Q3 20239
NewSquare Capital LLC 710.00%0.01%0.03%Q3 2017Q3 20239
HOWARD WEALTH MANAGEMENT, LLC 510.06%0.25%0.38%Q4 2019Q3 20239
SouthState Corp 990.00%0.00%0.01%Q3 2021Q3 20239
FUKOKU MUTUAL LIFE INSURANCE Co 610.07%1.04%2.12%Q3 2014Q2 20219
BANK HAPOALIM BM 991.05%1.40%1.55%Q3 2015Q3 20179
Secure Asset Management, LLC 710.08%0.13%0.19%Q4 2019Q4 20229
Kovack Advisors, Inc. 520.02%0.09%0.21%Q1 2018Q3 20239
NORTHWEST WEALTH MANAGEMENT, LLC 630.02%0.25%0.33%Q4 2016Q1 20199
Richard Bernstein Advisors LLC 710.00%0.02%0.18%Q1 2016Q2 20219
Fortis Advisors, LLC 990.01%0.01%0.02%Q1 2021Q1 20239
HOLLENCREST CAPITAL MANAGEMENT 540.02%0.02%0.02%Q1 2021Q3 20239
Aprio Wealth Management, LLC 991.06%2.06%3.93%Q2 2021Q2 20239
PARK AVENUE SECURITIES LLC 990.00%0.01%0.01%Q4 2020Q4 20229
Lattice Strategies LLC 990.19%0.21%0.26%Q2 2013Q2 20159
MCF Advisors LLC 510.00%0.00%0.01%Q3 2013Q1 20239
SIMON QUICK ADVISORS, LLC 630.00%0.01%0.02%Q4 2017Q1 20229
ATWOOD & PALMER INC 810.00%0.00%0.00%Q3 2018Q4 20229
Grace Capital 410.06%0.18%0.38%Q1 2019Q3 20219
MONTAG A & ASSOCIATES INC 990.00%0.01%0.03%Q3 2021Q3 20239
Financial Advocates Investment Management 810.02%0.04%0.06%Q1 2018Q2 20219
RAYMOND JAMES TRUST N.A. 540.01%0.02%0.03%Q2 2021Q3 20239
HRT FINANCIAL LP 630.00%0.03%0.07%Q2 2021Q3 20239
MEEDER ASSET MANAGEMENT INC 810.00%0.00%0.01%Q4 2018Q3 20229
Ranch Capital Advisors Inc. 990.00%0.03%0.14%Q3 2019Q3 20219
Miracle Mile Advisors, LLC 990.11%0.16%0.32%Q2 2020Q2 20229
Onyx Bridge Wealth Group LLC 990.07%0.11%0.15%Q3 2021Q3 20239
Harfst & Associates, Inc. 990.09%0.09%0.10%Q1 2017Q1 20199
Horan Securities, Inc. 540.00%0.00%0.00%Q2 2020Q3 20229
MANAGED ACCOUNT ADVISORS LLC 990.03%0.22%0.55%Q2 2013Q2 20159
Intellectus Partners, LLC 810.00%0.02%0.02%Q4 2016Q1 20199
Sound Income Strategies, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Bigelow Investment Advisors, LLC 990.34%0.41%0.51%Q4 2017Q4 20199
PRUDENTIAL PLC 610.00%0.05%0.15%Q4 2019Q4 20229
JNBA Financial Advisors 610.00%0.00%0.00%Q3 2016Q3 20228
V Wealth Advisors LLC 710.03%0.04%0.05%Q2 2021Q2 20238
Collaborative Wealth Managment Inc. 610.18%0.31%0.38%Q1 2021Q3 20238
WEST BANCORPORATION INC 440.08%0.10%0.12%Q4 2019Q3 20228
HBK Sorce Advisory LLC 880.01%0.01%0.02%Q1 2021Q4 20228
NorthCrest Asset Manangement, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.04%0.05%0.06%Q2 2013Q1 20158
Heritage Trust Co 880.01%0.04%0.06%Q1 2017Q4 20188
Arkadios Wealth Advisors 880.00%0.00%0.01%Q4 2019Q3 20218
Cadence Bank 880.04%0.05%0.06%Q1 2021Q4 20228
MORRIS FINANCIAL CONCEPTS, INC. 880.24%0.30%0.36%Q4 2021Q3 20238
Inscription Capital, LLC 710.10%0.20%0.30%Q2 2020Q2 20228
COLLECTIVE FAMILY OFFICE LLC 880.10%0.13%0.22%Q1 2021Q4 20228
O'ROURKE & COMPANY, Inc 880.93%1.00%1.05%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
City State Bank 881.35%1.63%1.87%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
WFA Asset Management Corp 881.63%2.83%3.66%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.07%0.11%Q4 2021Q3 20238
Windham Capital Management, LLC 410.03%0.06%0.10%Q3 2015Q2 20228
NewFocus Financial Group, LLC 880.31%0.35%0.40%Q1 2018Q4 20198
Stuart Chaussee & Associates, Inc. 880.01%0.02%0.04%Q1 2021Q4 20228
Tranquilli Financial Advisor LLC 611.11%3.26%3.83%Q4 2020Q3 20238
EPG Wealth Management LLC 530.00%0.00%0.00%Q3 2021Q3 20238
FLAGSTAR ADVISORS INC 880.08%0.08%0.09%Q3 2021Q2 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SEI INVESTMENTS CO 710.00%0.00%0.00%Q4 2016Q1 20198
MARYLAND CAPITAL ADVISORS INC. 880.03%0.03%0.04%Q4 2021Q3 20238
AT Bancorp 880.03%0.03%0.04%Q2 2017Q1 20198
WOODWARD DIVERSIFIED CAPITAL, LLC 510.16%0.75%0.94%Q4 2020Q3 20238
DAVIS R M INC 880.01%0.01%0.01%Q3 2021Q2 20238
PGIM Custom Harvest LLC 441.06%1.53%2.07%Q4 2020Q3 20238
Frisch Financial Group, Inc. 440.08%0.11%0.15%Q1 2019Q3 20218
C2C Wealth Management, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 880.76%0.86%1.04%Q4 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 510.34%0.44%0.66%Q4 2019Q3 20238
FLOW TRADERS U.S. LLC 310.00%0.04%0.09%Q4 2016Q3 20238
NORWOOD FINANCIAL CORP 880.63%0.69%0.78%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 620.01%0.01%0.02%Q4 2017Q2 20228
Chicago Partners Investment Group LLC 620.01%0.01%0.02%Q2 2017Q3 20238
Sierra Capital LLC 880.12%0.26%0.34%Q1 2021Q4 20228
Spruce Investment Advisors LLC 882.16%3.48%5.28%Q1 2016Q4 20178
Capital Asset Advisory Services LLC 880.00%0.07%0.28%Q4 2019Q3 20218
MGO ONE SEVEN LLC 710.00%0.04%0.09%Q4 2018Q1 20238
Faithward Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Wedmont Private Capital 880.03%0.06%0.09%Q4 2021Q3 20238
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q3 2017Q2 20198
Retirement Planning Co of New England, Inc. 880.13%0.21%0.24%Q4 2021Q3 20238
Prospera Financial Services Inc 410.01%0.03%0.09%Q2 2014Q3 20238
Sound View Wealth Advisors Group, LLC 880.09%0.10%0.13%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.03%0.06%0.10%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Gladstone Institutional Advisory LLC 880.14%0.17%0.21%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.01%0.16%0.69%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.04%0.05%0.11%Q4 2021Q3 20238
Tortoise Investment Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ascent Group, LLC 880.07%0.21%0.65%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.01%0.02%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
Sunbelt Securities, Inc. 410.00%0.17%0.43%Q4 2017Q3 20238
New England Private Wealth Advisors LLC 510.05%0.08%0.14%Q1 2017Q4 20198
Rise Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Carl P. Sherr & Co., LLC 880.17%0.28%0.36%Q4 2021Q3 20238
CYPRESS ASSET MANAGEMENT INC/TX 880.04%0.06%0.07%Q4 2016Q3 20188
Curran Financial Partners, LLC 412.02%3.09%3.76%Q4 2020Q3 20238
MAS Advisors LLC 880.25%0.56%0.92%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.02%0.04%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.08%0.11%0.15%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.56%2.34%Q4 2021Q3 20238
Advisors Preferred, LLC 310.01%0.22%1.44%Q4 2015Q3 20218
Rainsberger Wealth Advisors, Inc. 880.46%0.58%0.70%Q4 2021Q3 20238
STEEL GROVE CAPITAL ADVISORS, LLC 880.41%0.74%1.07%Q2 2020Q1 20228
Amplius Wealth Advisors, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Acropolis Investment Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Ballentine Partners, LLC 770.00%0.00%0.01%Q1 2016Q3 20177
HORIZON BANCORP INC /IN/ 410.06%0.16%0.25%Q4 2019Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.09%0.16%Q1 2022Q3 20237
Lebenthal Global Advisors, LLC 430.01%1.04%1.47%Q4 2020Q4 20227
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Graves Light Lenhart Wealth, Inc. 770.02%0.03%0.03%Q4 2020Q2 20227
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q4 2019Q3 20237
Sutton Wealth Advisors Inc. 770.00%0.00%0.00%Q1 2018Q3 20197
YorkBridge Wealth Partners, LLC 770.01%0.01%0.01%Q4 2017Q2 20197
GREENLEAF TRUST 770.01%0.03%0.04%Q2 2017Q4 20187
Costello Asset Management, INC 770.00%0.01%0.02%Q1 2022Q3 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 610.00%0.00%0.01%Q2 2013Q4 20187
Jackson, Grant Investment Advisers, Inc. 430.01%0.01%0.01%Q4 2020Q3 20227
MERITAGE PORTFOLIO MANAGEMENT 510.15%0.59%0.86%Q2 2013Q4 20207
Kalos Management, Inc. 210.01%0.14%0.20%Q4 2015Q2 20217
FRG Family Wealth Advisors LLC 770.05%0.06%0.06%Q1 2021Q3 20227
Addison Advisors LLC 770.01%0.01%0.01%Q4 2021Q2 20237
U.S. Capital Wealth Advisors, LLC 410.00%0.02%0.03%Q3 2021Q3 20237
EXCHANGE TRADED CONCEPTS, LLC 310.03%0.18%0.88%Q3 2020Q4 20237
Ellevest, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
Laurel Wealth Advisors, Inc. 520.06%0.11%0.27%Q3 2019Q4 20227
HAZLETT, BURT & WATSON, INC. 770.02%0.05%0.10%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.01%Q1 2017Q3 20187
Keystone Financial Group 520.04%0.08%0.16%Q4 2017Q4 20227
Ascension Asset Management LLC 771.30%1.36%1.39%Q4 2017Q2 20197
HOLDERNESS INVESTMENTS CO 770.09%0.10%0.11%Q1 2021Q3 20227
Beacon Capital Management, LLC 770.28%3.07%5.96%Q1 2022Q3 20237
PagnatoKarp Partners LLC 610.06%0.18%0.30%Q4 2016Q4 20187
MCDONALD PARTNERS LLC 770.07%0.43%2.52%Q4 2020Q2 20227
TCF National Bank 770.17%0.31%0.37%Q3 2019Q1 20217
HM Capital Management, LLC 770.83%0.88%0.92%Q2 2017Q4 20187
ROBSHAW & JULIAN ASSOCIATES INC 770.17%0.20%0.23%Q4 2015Q2 20177
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.00%Q3 2016Q4 20197
Trust Co 770.00%0.01%0.01%Q1 2021Q3 20227
PRW Wealth Management LLC 510.09%0.16%0.41%Q3 2021Q3 20237
Redwood Financial Network Corp 770.31%0.44%0.50%Q1 2022Q3 20237
Savior LLC 770.05%0.07%0.09%Q4 2019Q2 20217
Quaker Wealth Management, LLC 430.31%1.52%4.21%Q3 2020Q2 20227
Marble Harbor Investment Counsel, LLC 520.03%0.06%0.08%Q4 2021Q3 20237
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.01%0.02%Q3 2019Q1 20217
Squar Milner Financial Services LLC 520.01%0.07%0.27%Q2 2018Q1 20207
20/20 Capital Management, Inc. 770.43%0.47%0.60%Q4 2019Q2 20217
Financial Engines Advisors L.L.C. 770.01%0.02%0.04%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
SHEETS SMITH WEALTH MANAGEMENT 610.02%0.03%0.04%Q4 2020Q3 20237
Tyler-Stone Wealth Management 520.16%0.17%0.19%Q4 2021Q3 20237
Running Point Capital Advisors, LLC 430.00%0.03%0.05%Q4 2020Q3 20227
Lake Point Wealth Management 310.00%0.00%0.00%Q4 2018Q4 20217
Strengthening Families & Communities, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
CALIBER WEALTH MANAGEMENT, LLC 770.72%1.35%1.86%Q2 2021Q4 20227
Berkeley Capital Partners, LLC 410.12%2.50%3.38%Q1 2017Q1 20226
Hardy Reed LLC 410.07%0.09%0.10%Q4 2021Q3 20236
Rollins Financial 210.07%0.09%0.16%Q4 2020Q1 20236
NOVARE CAPITAL MANAGEMENT LLC 660.15%0.24%0.29%Q2 2022Q3 20236
ETFIDEA, LLC 660.20%0.22%0.23%Q2 2022Q3 20236
One Charles Private Wealth Services, LLC 510.18%0.32%0.39%Q4 2021Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
VALLEY WEALTH MANAGERS, INC. 660.02%0.07%0.10%Q1 2019Q2 20206
CAHILL FINANCIAL ADVISORS INC 660.10%0.17%0.29%Q2 2021Q3 20226
Timber Hill LLC 210.00%0.01%0.02%Q2 2013Q4 20176
Joel Isaacson & Co., LLC 660.00%0.00%0.01%Q3 2015Q4 20166
Rathbones Group PLC 660.00%0.01%0.01%Q4 2021Q1 20236
WMG Financial Advisors, LLC 660.26%0.28%0.30%Q4 2021Q1 20236
H&H Retirement Design & Management INC 510.14%1.10%1.44%Q4 2021Q2 20236
CHAI TRUST CO LLC 660.07%0.23%0.32%Q2 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.38%0.50%0.56%Q4 2021Q1 20236
Joule Financial, LLC 661.01%2.94%5.06%Q2 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.04%0.12%0.18%Q4 2017Q1 20196
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.05%0.11%Q2 2022Q3 20236
Apexium Financial, LP 510.08%0.13%0.31%Q1 2020Q3 20236
Boltwood Capital Management 310.07%0.14%0.25%Q4 2018Q4 20236
MATHER GROUP, LLC. 660.00%0.01%0.01%Q1 2022Q2 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
WESTPORT RESOURCES MANAGEMENT INC 660.00%0.00%0.00%Q3 2014Q4 20156
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Atlas Private Wealth Advisors 660.04%0.04%0.05%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.22%0.26%0.40%Q2 2013Q3 20146
Greystone Financial Group, LLC 660.22%0.28%0.35%Q2 2021Q3 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Checchi Capital Advisers, LLC 660.08%0.10%0.14%Q2 2022Q3 20236
First American Bank 420.02%0.04%0.08%Q2 2016Q4 20176
ESG Planning 510.24%1.27%2.16%Q1 2022Q3 20236
TRUST CO OF VERMONT 310.00%0.00%0.00%Q3 2016Q2 20226
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
BTS Asset Management, Inc. 420.10%0.49%1.55%Q1 2022Q3 20236
10-15 ASSOCIATES, INC. 660.06%0.11%0.18%Q2 2015Q3 20166
PACIFIC CAPITAL WEALTH ADVISORS, INC 661.43%1.96%2.21%Q3 2021Q4 20226
UBS AG 660.03%0.03%0.03%Q2 2013Q3 20146
1834 INVESTMENT ADVISORS CO 420.00%0.00%0.00%Q2 2019Q2 20216
KENNICOTT CAPITAL MANAGEMENT LLC 660.76%1.08%1.40%Q2 2022Q3 20236
Shamrock Asset Management LLC 510.00%0.01%0.01%Q2 2014Q2 20186
Betterment LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Capital Square, LLC 510.07%0.18%0.24%Q1 2020Q4 20226
THEORY FINANCIAL LLC 421.95%2.12%2.24%Q1 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.36%0.39%0.41%Q2 2022Q3 20236
Balentine LLC 310.00%0.00%0.00%Q3 2017Q3 20236
Key FInancial Inc 510.00%0.02%0.07%Q1 2020Q3 20236
Kingsview Wealth Management, LLC 330.01%0.66%1.37%Q3 2017Q4 20216
Milestone Advisory Partners 420.20%0.56%1.00%Q2 2021Q4 20226
Continuum Advisory, LLC 660.05%0.06%0.06%Q2 2022Q3 20236
TCWP LLC 660.07%0.23%0.80%Q4 2021Q1 20236
1832 Asset Management L.P. 410.00%0.34%0.53%Q1 2014Q2 20176
US FINANCIAL ADVISORS, LLC 510.06%1.66%5.12%Q2 2015Q1 20216
Venturi Wealth Management, LLC 330.00%0.02%0.06%Q2 2019Q3 20236
New Millennium Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
B&D White Capital Company, LLC 660.15%0.81%1.62%Q2 2021Q3 20226
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
McClarren Financial Advisors, Inc. 550.02%0.04%0.07%Q3 2022Q3 20235
LAZARD ASSET MANAGEMENT LLC 410.00%0.01%0.01%Q1 2017Q2 20195
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2020Q1 20235
Hilltop Holdings Inc. 310.04%0.04%0.05%Q1 2018Q4 20195
IFC Holdings Incorporated/FL 550.04%0.05%0.06%Q4 2016Q4 20175
Atlas Private Wealth Management, LLC 550.28%0.64%0.75%Q1 2021Q1 20225
PECONIC PARTNERS LLC 550.40%0.51%0.70%Q3 2017Q3 20185
Live Your Vision, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Compass Financial Group, INC/SD 550.11%0.15%0.20%Q4 2022Q4 20235
FormulaFolio Investments, LLC 410.01%0.01%0.01%Q2 2018Q4 20195
CCG WEALTH MANAGEMENT, LLC 550.20%0.29%0.36%Q4 2018Q4 20195
Hanson & Doremus Investment Management 550.01%0.01%0.01%Q3 2022Q3 20235
LEO BROKERAGE, LLC 320.04%0.05%0.06%Q1 2021Q2 20225
Rockbridge Investment Management, LCC 550.01%0.01%0.01%Q4 2020Q4 20215
NATIONAL PLANNING CORP 410.01%0.08%0.21%Q4 2014Q3 20175
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q4 2017Q2 20225
Pure Financial Advisors, LLC 310.01%0.02%0.04%Q4 2018Q4 20235
AIRE ADVISORS, LLC 410.06%0.06%0.07%Q2 2022Q3 20235
Harrison & Co Wealth Management, LLC 550.99%1.12%1.24%Q4 2021Q4 20225
Pariax, LLC 555.55%5.85%6.80%Q4 2021Q4 20225
TSFG, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.06%0.08%0.10%Q4 2013Q4 20145
Cornerstone Advisory, LLC 410.01%0.04%0.05%Q4 2018Q4 20215
MYCIO WEALTH PARTNERS, LLC 550.00%0.02%0.02%Q4 2018Q4 20195
Truvestments Capital LLC 320.01%0.22%0.86%Q2 2018Q3 20195
Csenge Advisory Group 310.03%0.18%0.32%Q4 2017Q3 20215
Mirae Asset Global Investments Co., Ltd. 320.00%0.01%0.03%Q1 2017Q3 20195
Banque Cantonale Vaudoise 550.01%0.01%0.01%Q4 2021Q4 20225
Capital Investment Advisors, LLC 550.01%0.01%0.01%Q4 2022Q4 20235
HoyleCohen, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Kinloch Capital, LLC 320.65%2.48%4.70%Q4 2020Q4 20225
Roger Wittlin Investment Advisory, LLC 550.56%0.90%1.44%Q4 2021Q4 20225
Pinnacle Wealth Management Group, Inc. 551.05%1.14%1.25%Q1 2022Q1 20235
PARK NATIONAL CORP /OH/ 550.14%0.15%0.16%Q4 2022Q4 20235
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
Pensionmark Financial Group, LLC 550.07%0.08%0.09%Q4 2021Q4 20225
ACG Wealth 410.00%0.18%0.29%Q1 2021Q2 20225
INVESTMENT PARTNERS, LTD. 550.14%0.16%0.17%Q2 2020Q2 20215
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
Columbus Macro, LLC 552.15%2.84%3.60%Q4 2017Q4 20185
JT Stratford LLC 550.43%0.47%0.50%Q1 2021Q1 20225
Clarus Wealth Advisors 550.03%0.06%0.12%Q2 2018Q2 20195
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.01%Q4 2021Q4 20225
Capital Wealth Planning, LLC 410.01%0.01%0.02%Q2 2019Q2 20215
Householder Group Estate & Retirement Specialist, LLC 210.01%0.13%0.30%Q4 2021Q3 20235
WHITENER CAPITAL MANAGEMENT, INC. 410.00%0.00%0.00%Q1 2018Q2 20195
Riverstone Advisors, LLC 551.95%2.14%2.56%Q4 2018Q4 20195
Perigon Wealth Management, LLC 410.01%0.07%0.11%Q3 2018Q4 20205
Allegis Investment Advisors, LLC 550.09%0.11%0.15%Q4 2016Q4 20175
KESTRA PRIVATE WEALTH SERVICES, LLC 410.02%0.03%0.04%Q3 2020Q3 20235
STARR INTERNATIONAL CO INC 551.90%2.35%2.77%Q1 2019Q1 20205
ICA Group Wealth Management, LLC 320.04%0.04%0.04%Q1 2022Q2 20235
Clear Perspectives Financial Planning, LLC 550.01%0.01%0.02%Q3 2021Q3 20225
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.01%Q3 2022Q3 20235
Cadent Capital Advisors, LLC 550.16%3.21%4.72%Q1 2021Q1 20225
Worth Asset Management, LLC 550.13%0.14%0.15%Q2 2022Q2 20235
Total Clarity Wealth Management, Inc. 410.01%0.17%0.24%Q1 2021Q2 20225
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Halpern Financial, Inc. 440.01%0.01%0.01%Q2 2021Q1 20224
Homrich & Berg 440.01%0.01%0.02%Q4 2020Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.38%0.47%0.51%Q4 2020Q3 20214
DecisionPoint Financial, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CWA Asset Management Group, LLC 310.02%0.04%0.08%Q1 2020Q3 20234
Taikang Asset Management (Hong Kong) Co Ltd 440.08%0.08%0.09%Q4 2017Q3 20184
Global Financial Private Capital, Inc 310.01%0.01%0.01%Q3 2017Q1 20194
True Link Financial Advisors, LLC 440.00%0.01%0.02%Q1 2021Q4 20214
Progressive Investment Management Corp 440.03%0.04%0.04%Q4 2022Q3 20234
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q4 20214
SENTINEL PENSION ADVISORS INC 440.16%0.25%0.29%Q2 2021Q1 20224
VIRIDIAN RIA, LLC 223.21%3.34%3.49%Q1 2021Q1 20224
Private Portfolio Partners LLC 440.10%0.16%0.20%Q4 2018Q3 20194
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.00%0.01%0.01%Q1 2019Q2 20214
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.03%0.03%0.03%Q4 2022Q3 20234
Cheviot Value Management, LLC 440.14%0.24%0.30%Q4 2017Q3 20184
Bleakley Financial Group, LLC 440.01%0.04%0.09%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
EAGLE GLOBAL ADVISORS LLC 220.02%0.10%0.24%Q4 2015Q1 20194
WASHINGTON TRUST BANK 310.00%0.01%0.01%Q3 2017Q1 20194
IronBridge Private Wealth, LLC 440.00%1.23%4.91%Q4 2020Q3 20214
WealthTrust Fairport, LLC 440.00%0.01%0.01%Q1 2018Q4 20184
Retirement Planning Group, LLC 440.07%0.11%0.15%Q4 2022Q3 20234
EWG Elevate Inc. 110.02%0.50%1.06%Q4 2019Q4 20224
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
CETERA INVESTMENT MANAGEMENT LLC 441.32%1.49%1.60%Q3 2016Q2 20174
PROFFITT & GOODSON INC 220.00%0.00%0.01%Q3 2018Q3 20194
Koesten, Hirschmann & Crabtree, INC. 440.07%0.07%0.08%Q4 2022Q3 20234
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 440.00%0.00%0.01%Q1 2014Q4 20144
THOROUGHBRED FINANCIAL SERVICES, LLC 310.08%0.16%0.20%Q1 2019Q1 20204
Sharper & Granite LLC 440.66%0.81%1.08%Q4 2022Q3 20234
BOS Asset Management, LLC 440.19%0.22%0.25%Q4 2022Q3 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.01%0.02%Q2 2017Q3 20184
BARINGS LLC 440.11%0.27%0.37%Q1 2021Q4 20214
McGuire Investment Group, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.02%0.04%0.05%Q1 2019Q1 20204
Mainsail Financial Group, LLC 442.26%2.34%2.52%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.00%0.18%0.69%Q3 2015Q1 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
BBVA USA Bancshares, Inc. 440.02%0.03%0.03%Q2 2020Q1 20214
Baker Avenue Asset Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
CLEAR INVESTMENT RESEARCH, LLC 440.04%0.06%0.07%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Hochman Cole Investment Advisors, Inc. 440.09%0.10%0.10%Q4 2020Q3 20214
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2020Q3 20234
Cribstone Capital Management, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Clark Capital Management Group, Inc. 210.12%0.16%0.23%Q4 2017Q3 20214
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Fiera Capital Corp 310.00%0.01%0.01%Q1 2018Q4 20204
Frontier Wealth Management LLC 440.04%0.05%0.05%Q2 2018Q1 20194
ACCURATE INVESTMENT SOLUTIONS, INC. 440.01%0.01%0.01%Q3 2017Q2 20184
Resource Management, LLC 440.03%0.08%0.11%Q1 2021Q4 20214
OAK HILL WEALTH ADVISORS, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 440.00%0.00%0.00%Q1 2017Q4 20174
Destination Wealth Management 440.00%0.00%0.00%Q1 2018Q4 20184
Aspen Grove Capital, LLC 440.50%0.60%0.67%Q4 2022Q3 20234
Foundations Investment Advisors, LLC 310.04%0.05%0.07%Q3 2021Q3 20234
USS Investment Management Ltd 440.35%0.41%0.47%Q4 2019Q3 20204
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.03%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.01%0.02%0.04%Q3 2013Q2 20164
Soros Fund Management 440.19%0.21%0.25%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.01%0.01%Q3 2019Q2 20204
Valence8 US LP 441.88%7.39%16.31%Q4 2022Q3 20234
Financial Freedom, LLC 442.94%3.02%3.10%Q4 2022Q3 20234
ASPIRIANT, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
TIAA CREF TRUST CO FSB/MO 440.01%0.01%0.01%Q2 2016Q1 20174
FAS Wealth Partners, Inc. 220.00%0.00%0.01%Q3 2022Q3 20234
Bernardo Wealth Planning LLC 440.09%0.09%0.11%Q4 2022Q3 20234
Hennion & Walsh Asset Management, Inc. 440.02%0.02%0.02%Q1 2021Q4 20214
Family Capital Management, Inc. 440.20%0.29%0.36%Q4 2022Q3 20234
HHM Wealth Advisors, LLC 440.05%0.09%0.12%Q3 2021Q2 20224
Montecito Bank & Trust 440.11%0.18%0.23%Q1 2017Q4 20174
Fiduciary Alliance LLC 440.06%0.07%0.08%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Sage Mountain Advisors LLC 440.06%0.06%0.07%Q3 2021Q2 20224
PETREDIS INVESTMENT ADVISORS LLC 440.05%0.06%0.08%Q4 2022Q3 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Stevard, LLC 310.47%0.48%0.50%Q1 2022Q1 20234
ROOSEVELT INVESTMENT GROUP LLC 440.05%0.55%1.23%Q4 2016Q3 20174
WELCH CAPITAL PARTNERS LLC/NY 330.27%1.31%2.14%Q4 2018Q2 20193
Consolidated Portfolio Review Corp 330.41%0.46%0.55%Q1 2023Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.03%0.06%Q4 2017Q2 20183
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.04%2.02%3.51%Q4 2021Q3 20223
Wagner Wealth Management, LLC 330.03%0.04%0.05%Q1 2018Q3 20183
Cerity Partners LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Fiduciary Trust Co International of Pennsylvania 330.06%0.07%0.08%Q3 2018Q1 20193
Endurance Wealth Management, Inc. 330.01%0.01%0.02%Q4 2022Q2 20233
Legacy Financial Strategies, LLC 330.40%0.42%0.44%Q4 2017Q2 20183
Northstar Group, Inc. 330.18%0.19%0.22%Q3 2016Q1 20173
SILVER OAK SECURITIES, INCORPORATED 210.04%0.04%0.05%Q3 2022Q3 20233
Cornerstone Planning Group LLC 210.01%0.02%0.04%Q4 2022Q3 20233
Visionary Wealth Advisors 330.24%0.26%0.29%Q1 2022Q3 20223
HBW ADVISORY SERVICES LLC 330.06%0.08%0.11%Q3 2021Q1 20223
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.01%Q3 2016Q2 20233
EXENCIAL WEALTH ADVISORS, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
LMG Wealth Partners, LLC 330.17%0.31%0.50%Q1 2023Q3 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Psagot Value Holdings Ltd. / (Israel) 210.00%0.02%0.06%Q3 2021Q4 20223
Terra Nova Asset Management LLC 331.11%1.11%1.12%Q1 2023Q3 20233
FinTrust Investment Advisory Services, LLC 330.29%0.29%0.30%Q3 2017Q1 20183
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.05%0.06%0.09%Q1 2018Q3 20183
Charter Oak Capital Management, LLC 210.00%0.00%0.00%Q2 2021Q2 20223
Western Pacific Wealth Management, LP 330.06%0.07%0.08%Q4 2021Q2 20223
FIRST COMMUNITY TRUST NA 330.06%0.06%0.06%Q4 2021Q2 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.03%0.04%0.04%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.08%0.08%0.08%Q4 2017Q2 20183
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Allianz Asset Management GmbH 330.00%0.00%0.00%Q1 2021Q3 20213
Flagship Private Wealth, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Camelot Portfolios, LLC 330.48%0.57%0.62%Q4 2021Q2 20223
Pathway Financial Advisors LLC 330.03%0.08%0.11%Q4 2017Q2 20183
FIRST NIAGARA BANK 330.12%0.13%0.14%Q2 2015Q4 20153
Advisor Resource Council 110.14%0.15%0.16%Q2 2021Q2 20223
Solstein Capital, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Trexquant Investment LP 110.01%0.01%0.02%Q4 2021Q3 20233
SRS Capital Advisors, Inc. 210.00%0.01%0.01%Q3 2018Q2 20193
Madison Asset Management, LLC 210.06%0.07%0.08%Q4 2019Q2 20213
CHURCHILL MANAGEMENT Corp 335.04%5.55%5.95%Q1 2018Q3 20183
Marmo Financial Group, LLC 338.42%8.56%8.69%Q1 2023Q3 20233
PFG Private Wealth Management, LLC 330.83%0.90%0.99%Q4 2021Q2 20223
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
Fiduciary Planning LLC 330.01%0.01%0.02%Q3 2020Q1 20213
Activest Wealth Management 210.02%0.02%0.03%Q4 2021Q4 20223
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q1 20223
Proquility Private Wealth Partners, LLC 330.12%0.14%0.19%Q4 2020Q2 20213
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Polaris Wealth Advisory Group, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.00%0.03%0.09%Q1 2023Q3 20233
Clal Insurance Enterprises Holdings Ltd 330.04%0.05%0.05%Q4 2014Q2 20153
Ballew Advisors, Inc 330.04%0.04%0.05%Q1 2018Q3 20183
USCA RIA LLC 330.02%0.03%0.03%Q4 2020Q2 20213
Alexandria Capital, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Glovista Investments LLC 210.34%2.95%7.45%Q4 2017Q3 20183
Essex Savings Bank 330.06%0.07%0.08%Q4 2018Q2 20193
BB&T INVESTMENT SERVICES, INC. 330.01%0.01%0.01%Q2 2017Q4 20173
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.00%0.57%1.72%Q4 2019Q2 20203
EXANE DERIVATIVES 110.04%0.05%0.08%Q1 2021Q1 20223
CHAPIN DAVIS, INC. 330.14%0.14%0.14%Q1 2023Q3 20233
Gupta Wealth Management LLC 210.00%0.01%0.02%Q2 2015Q1 20163
Matisse Capital 330.30%0.31%0.33%Q1 2023Q3 20233
FCG ADVISORS, LLC 331.24%1.29%1.36%Q1 2016Q3 20163
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q2 2014Q4 20143
SITTNER & NELSON, LLC 210.01%0.01%0.02%Q4 2020Q1 20233
Valtinson Bruner Financial Planning LLC 330.12%0.14%0.15%Q2 2022Q4 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Econ Financial Services Corp 220.26%0.31%0.36%Q3 2022Q4 20222
Financial Services Advisory Inc 224.03%4.76%5.48%Q4 2017Q1 20182
Elm Partners Management LLC 110.00%0.02%0.03%Q1 2022Q3 20232
Freedman Financial Associates, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
PACK Private Wealth, LLC 220.18%0.18%0.18%Q4 2021Q1 20222
Hudock, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Scissortail Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q2 20222
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Wilson & Boucher Capital Management, LLC 220.20%0.20%0.20%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Icon Wealth Partners, LLC 110.00%0.07%0.13%Q3 2018Q1 20192
TOMPKINS FINANCIAL CORP 220.04%0.04%0.04%Q2 2018Q3 20182
NEIRG Wealth Management, LLC 220.12%0.13%0.14%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 220.02%0.15%0.27%Q4 2021Q1 20222
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
True Capital Management 220.25%0.28%0.32%Q4 2022Q1 20232
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q1 2021Q2 20212
Sentinus, LLC 220.19%0.20%0.20%Q1 2023Q2 20232
MBL Wealth, LLC 110.04%0.05%0.06%Q1 2022Q4 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
PANORAMIC INVESTMENT ADVISORS, LLC 110.28%0.32%0.35%Q4 2022Q3 20232
Lehman & Derafelo Financial Resources LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.03%0.05%Q4 2018Q4 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.05%0.07%0.10%Q2 2023Q3 20232
Avalon Trust Co 220.01%0.01%0.01%Q1 2023Q2 20232
Edge Advisors, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
MARSHALL WACE, LLP 220.00%0.00%0.00%Q3 2022Q4 20222
Strategic Capital Alternatives LLC 110.03%0.03%0.04%Q3 2014Q2 20152
BARING ASSET MANAGEMENT Ltd 220.03%0.03%0.04%Q3 2014Q4 20142
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.02%0.04%Q1 2018Q2 20232
ADIRONDACK TRUST CO 220.08%0.09%0.09%Q1 2022Q2 20222
Horizon Investments, LLC 110.02%0.08%0.15%Q2 2013Q3 20232
MANCHESTER FINANCIAL INC 220.00%0.00%0.00%Q3 2020Q4 20202
Slocum, Gordon & Co LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Per Stirling Capital Management, LLC. 220.07%0.07%0.07%Q4 2022Q1 20232
Better Money Decisions, LLC 110.03%0.03%0.03%Q3 2021Q2 20222
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q1 20142
Insight Folios Inc 110.10%0.17%0.24%Q4 2019Q4 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.01%Q2 2016Q3 20182
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q4 2018Q3 20192
Brookstone Capital Management 110.01%0.28%0.55%Q3 2017Q1 20222
STOCK YARDS BANK & TRUST CO 220.01%0.01%0.01%Q3 2022Q4 20222
CMC Financial Group 220.24%0.30%0.35%Q1 2019Q2 20192
ClearBridge Investments 220.00%0.00%0.00%Q1 2016Q2 20162
Tradewinds Capital Management, LLC 110.00%0.02%0.04%Q1 2017Q4 20212
Davis Capital Management 220.13%0.13%0.13%Q1 2020Q2 20202
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Cable Hill Partners, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Fisher Asset Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
BCK CAPITAL MANAGEMENT LP 221.22%1.38%1.53%Q4 2020Q1 20212
VSR Financial Services, Inc. 220.03%0.03%0.03%Q2 2015Q3 20152
Mayflower Financial Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Idaho Trust Bank 220.90%0.98%1.06%Q2 2023Q3 20232
Dunhill Financial, LLC 221.22%1.33%1.44%Q2 2023Q3 20232
Private Ocean, LLC 110.00%0.00%0.01%Q3 2017Q4 20222
RGT Wealth Advisors, LLC 110.02%0.03%0.04%Q1 2021Q4 20212
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q1 2019Q1 20212
Varma Mutual Pension Insurance Co 222.60%4.62%6.64%Q2 2023Q3 20232
Reynolds Investment Management, Inc. 220.22%0.22%0.22%Q1 2022Q2 20222
Dynamic Advisor Solutions LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Avalon Investment & Advisory 220.01%0.01%0.02%Q4 2022Q1 20232
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
FULTON BANK, N.A. 220.01%0.01%0.01%Q3 2023Q4 20232
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2015Q4 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.94%1.00%1.05%Q1 2020Q3 20202
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
ProVise Management Group, LLC 110.33%0.40%0.47%Q2 2015Q4 20152
INSIGNEO ADVISORY SERVICES, LLC 110.07%0.07%0.08%Q4 2022Q3 20232
NWAM LLC 220.02%0.02%0.02%Q4 2021Q1 20222
SevenBridge Financial Group, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2017Q2 20172
Delta Financial Group, Inc. 220.08%0.17%0.27%Q2 2023Q3 20232
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.13%0.25%Q4 2020Q3 20222
Firestone Capital Management 220.01%0.01%0.02%Q4 2019Q1 20202
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.01%Q4 2014Q3 20222
Selective Wealth Management, Inc. 220.04%0.04%0.05%Q2 2022Q3 20222
STAPP WEALTH MANAGEMENT, PLLC 115.34%19.20%33.06%Q1 2023Q3 20232
BancFirst Trust & Investment Management 110.31%0.31%0.31%Q4 2021Q2 20222
Main Management ETF Advisors, LLC 110.00%1.45%2.90%Q3 2022Q1 20232
Watermark Asset Management, Inc. 220.01%0.01%0.01%Q1 2017Q2 20172
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
First Pacific Financial 220.00%0.00%0.00%Q2 2023Q3 20232
Well Done, LLC 110.00%0.00%0.01%Q1 2018Q4 20182
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BASSO CAPITAL MANAGEMENT, L.P. 221.08%1.36%1.63%Q4 2022Q1 20232
RPG Investment Advisory, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Independent Advisor Alliance 110.05%0.12%0.19%Q1 2017Q4 20192
Prostatis Group LLC 110.02%0.20%0.38%Q2 2022Q2 20232
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q4 20202
WealthBridge Capital Management, LLC 220.08%0.09%0.09%Q4 2018Q1 20192
Marks Wealth, LLC 222.38%6.71%11.04%Q4 2021Q1 20222
TNF LLC 220.09%0.09%0.09%Q3 2021Q4 20212
First Command Advisory Services, Inc. 220.00%3.52%7.03%Q4 2017Q1 20182
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q2 2020Q3 20202
Corbenic Partners LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CapWealth Advisors, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.10%0.11%0.12%Q3 2020Q4 20202
Family Management Corp 220.09%0.10%0.10%Q1 2020Q2 20202
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Gyon Technologies Capital Management, LP 220.07%0.14%0.20%Q1 2022Q2 20222
FSA Wealth Management LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
Valley Brook Capital Group, Inc. 220.04%0.05%0.05%Q4 2020Q1 20212
Gallacher Capital Management LLC 220.14%0.14%0.15%Q4 2022Q1 20232
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2019Q3 20202
Monument Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q2 2018Q2 20181
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q3 2015Q3 20151
MidWestOne Financial Group, Inc. 110.08%0.08%0.08%Q2 2019Q2 20191
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
First Command Financial Services, Inc. 116.46%6.46%6.46%Q1 2018Q1 20181
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
WealthTrust-Arizona, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
CoreFirst Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
COWA, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
RFG Advisory, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Leonard Rickey Investment Advisors P.L.L.C. 110.16%0.16%0.16%Q4 2019Q4 20191
MONETARY MANAGEMENT GROUP INC 110.00%0.00%0.00%Q2 2022Q2 20221
Paloma Partners Management Co 110.06%0.06%0.06%Q2 2020Q2 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MIRABELLA FINANCIAL SERVICES LLP 110.60%0.60%0.60%Q1 2022Q1 20221
Azimuth Capital Management LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Smith Affiliated Capital Corp. 110.02%0.02%0.02%Q3 2017Q3 20171
Tidal Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Truvvo Partners LLC 112.14%2.14%2.14%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
Insight Advisors, LLC/ PA 110.06%0.06%0.06%Q3 2021Q3 20211
Milestone Investment Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Financial Insights, Inc. 110.15%0.15%0.15%Q2 2021Q2 20211
Avitas Wealth Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Waverly Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Walleye Capital LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Asset Dedication, LLC 110.74%0.74%0.74%Q1 2016Q1 20161
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q2 2022Q2 20221
Independence Trust CO 110.43%0.43%0.43%Q4 2016Q4 20161
Lumature Wealth Partners, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Regent Peak Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
NEXT Financial Holdings 110.68%0.68%0.68%Q1 2019Q1 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
Colonial River Wealth Management, LLC 110.79%0.79%0.79%Q3 2021Q3 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
IPG Investment Advisors LLC 110.17%0.17%0.17%Q1 2022Q1 20221
SG3 Management, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
WULFF, HANSEN & CO. 110.31%0.31%0.31%Q1 2022Q1 20221
Ground Swell Capital, LLC 111.43%1.43%1.43%Q1 2022Q1 20221
PEOPLES FINANCIAL SERVICES CORP. 110.00%0.00%0.00%Q4 2018Q4 20181
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Patten Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
GeoWealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Vivaldi Capital Management LP 110.07%0.07%0.07%Q3 2023Q3 20231
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
BERRY GROUP, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
COZAD ASSET MANAGEMENT INC 110.07%0.07%0.07%Q2 2018Q2 20181
Arlington Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
FRANKLIN STREET ADVISORS INC /NC 110.04%0.04%0.04%Q1 2017Q1 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
O'Dell Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Engineers Gate Manager LP 110.01%0.01%0.01%Q3 2023Q3 20231
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Fusion Investment Group, LLC 110.45%0.45%0.45%Q4 2013Q4 20131
Pension Partners, LLC 110.57%0.57%0.57%Q4 2016Q4 20161
Osbon Capital Management LLC 112.27%2.27%2.27%Q2 2019Q2 20191
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Highland Private Wealth Management 111.56%1.56%1.56%Q1 2018Q1 20181
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Karp Capital Management Corp 110.00%0.00%0.00%Q3 2022Q3 20221
KWMG, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TWIN CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q3 2022Q3 20221
WealthOne, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q3 2023Q3 20231
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Avestar Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Karpus Management, Inc. 110.48%0.48%0.48%Q2 2020Q2 20201
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Rezny Wealth Management, Inc. 110.02%0.02%0.02%Q3 2015Q3 20151
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BOK Financial Private Wealth, Inc. 110.07%0.07%0.07%Q1 2019Q1 20191
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
DEFINED WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
NVWM, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Greenhouse Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Vestpro Financial Partners, Inc. dba CPF Texas 111.02%1.02%1.02%Q3 2018Q3 20181
SAGE RHINO CAPITAL LLC 110.40%0.40%0.40%Q1 2019Q1 20191
Wellspring Financial Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Advisor OS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.23%0.23%0.23%Q3 2020Q3 20201
PATHSTONE FAMILY OFFICE, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Wealthgate Family Office, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
TDAM USA INC. 110.05%0.05%0.05%Q3 2013Q3 20131
Allen Mooney & Barnes Investment Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Thor Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Allied Investment Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
First Personal Financial Services 110.01%0.01%0.01%Q1 2016Q1 20161
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pinnacle Wealth Management Advisory Group, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Godshalk Welsh Capital Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Lake Hills Wealth Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q4 2016Q4 20161
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q2 20171
Windsor Advisory Group, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Fragasso Group Inc. 110.19%0.19%0.19%Q4 2018Q4 20181
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
AlphaStar Capital Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2020Q3 20201
Covington Capital Management 110.00%0.00%0.00%Q1 2020Q1 20201
CGN Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Paragon Wealth Strategies, LLC 114.02%4.02%4.02%Q1 2022Q1 20221
Compass Advisory Group LLC 112.75%2.75%2.75%Q3 2023Q3 20231
SHAYNE & JACOBS, LLC 110.34%0.34%0.34%Q2 2020Q2 20201
Ferris Capital, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
McAdam, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Black Swift Group, LLC 1112.53%12.53%12.53%Q4 2018Q4 20181
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FOUNDERS FINANCIAL SECURITIES LLC 110.08%0.08%0.08%Q3 2023Q3 20231
PDS Planning, Inc 110.04%0.04%0.04%Q1 2022Q1 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CABANA LLC 112.34%2.34%2.34%Q3 2021Q3 20211
Next Capital Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NOTTINGHAM ADVISORS, INC. 111.67%1.67%1.67%Q2 2013Q2 20131
Parcion Private Wealth LLC 110.42%0.42%0.42%Q1 2020Q1 20201
BAKER BOYER NATIONAL BANK 110.63%0.63%0.63%Q1 2018Q1 20181
FNY Investment Advisers, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
Cardinal Point Capital Management ULC 110.17%0.17%0.17%Q1 2023Q1 20231
Cassaday & Co Wealth Management LLC 110.03%0.03%0.03%Q1 2023Q1 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
CHANNEL WEALTH LLC 110.15%0.15%0.15%Q3 2023Q3 20231
ORRSTOWN FINANCIAL SERVICES INC 110.01%0.01%0.01%Q1 2016Q1 20161
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
WMS Partners, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Fermata Advisors, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
RETIREMENT CAPITAL STRATEGIES 111.64%1.64%1.64%Q3 2023Q3 20231
Aberdeen Wealth Management LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Emerald Advisors, LLC 110.37%0.37%0.37%Q4 2019Q4 20191
Julex Capital Management, LLC 117.59%7.59%7.59%Q3 2019Q3 20191
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
Ipsen Advisor Group LLC 110.93%0.93%0.93%Q4 2022Q4 20221
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Catamount Wealth Management 110.00%0.00%0.00%Q2 2015Q2 20151
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Mutual Advisors, LLC 110.13%0.13%0.13%Q2 2020Q2 20201
ADVISOR PARTNERS II, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Paul John Balson 110.09%0.09%0.09%Q4 2020Q4 20201
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Barnett & Company, Inc. 110.03%0.03%0.03%Q3 2016Q3 20161
JANICZEK WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
WBI INVESTMENTS, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Glassy Mountain Advisors, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
FIRST MIDWEST BANK TRUST DIVISION 110.29%0.29%0.29%Q4 2016Q4 20161
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2016Q4 20161
Fernwood Investment Management, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
Summit Trail Advisors, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Airain ltd 110.01%0.01%0.01%Q2 2017Q2 20171
Pine Valley Investments Ltd Liability Co 110.11%0.11%0.11%Q3 2023Q3 20231
Schonfeld Strategic Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Timber Creek Capital Management LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Tradewinds, LLC. 110.14%0.14%0.14%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
RiverFront Investment Group, LLC 110.35%0.35%0.35%Q4 2008Q4 20081
Compass Ion Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 111.76%1.76%1.76%Q3 2015Q3 20151
ROBERTSON STEPHENS ADVISORS LLC 110.34%0.34%0.34%Q4 2016Q4 20161
Peak Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Parasol Investment Management, LLC 112.53%2.53%2.53%Q4 2016Q4 20161
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Eagle Strategies LLC 110.44%0.44%0.44%Q1 2022Q1 20221
Brown Advisory Securities, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
South Shore Capital Advisors 110.59%0.59%0.59%Q1 2021Q1 20211
DRW Securities, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Hefty Wealth Partners 110.73%0.73%0.73%Q1 2016Q1 20161
EFG Asset Management (Americas) Corp. 110.01%0.01%0.01%Q1 2015Q1 20151
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
TOWNSQUARE CAPITAL LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TPB WEALTH ADVISORS 110.10%0.10%0.10%Q4 2021Q4 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Fulcrum Equity Management 110.02%0.02%0.02%Q3 2019Q3 20191
Blueshift Asset Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FIDUCIENT ADVISORS LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Align Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Quantbot Technologies LP 110.02%0.02%0.02%Q3 2019Q3 20191
Camarda Financial Advisors, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
External links

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