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%0.03%Q2 2013Q3 2023116
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.01%Q1 2009Q3 202358
Cutler Group LLC / CA 1790.00%0.00%0.03%Q4 2015Q2 202249
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.04%0.06%0.12%Q2 2010Q3 202344
Destination Wealth Management 43430.16%0.25%0.45%Q1 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.12%0.20%0.38%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.05%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.04%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.35%0.56%0.82%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.03%0.06%Q2 2013Q3 202342
Cetera Advisors LLC 42420.05%0.24%0.41%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.06%0.10%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.01%0.01%0.04%Q2 2013Q3 202342
HighTower Advisors, LLC 30110.00%0.05%0.11%Q2 2013Q3 202342
Main Management LLC 42421.95%2.57%3.77%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.00%0.05%0.08%Q2 2013Q4 202342
FIFTH THIRD BANCORP 42420.00%0.03%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.05%0.07%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.04%0.07%0.20%Q1 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.01%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.04%Q2 2013Q3 202342
Mariner, LLC 42420.03%0.28%1.19%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.04%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.36%0.78%1.20%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.04%0.08%Q2 2013Q3 202342
LPL Financial LLC 42420.09%0.15%0.30%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.02%0.05%0.83%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.08%0.17%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.07%0.12%0.17%Q2 2013Q3 202342
Wharton Business Group, LLC 42420.08%0.24%0.43%Q2 2013Q3 202342
MUFG Americas Holdings Corp 28140.00%0.00%0.01%Q2 2011Q3 202242
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.06%0.20%0.49%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
BOKF, NA 3290.03%0.06%0.17%Q2 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 41410.04%0.08%0.14%Q3 2013Q3 202341
Richard C. Young & CO., LTD. 41410.06%3.08%8.46%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.13%0.29%Q2 2013Q2 202341
PARSONS CAPITAL MANAGEMENT INC/RI 41410.03%0.08%0.12%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.13%0.30%Q4 2013Q3 202341
Focused Wealth Management, Inc 41410.16%1.11%3.48%Q3 2013Q3 202341
WBH ADVISORY INC 3832.17%3.85%5.67%Q2 2013Q3 202341
Ledyard National Bank 3650.01%0.11%0.63%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.06%0.19%0.32%Q3 2013Q3 202340
Sandy Spring Bank 1930.00%0.01%0.04%Q2 2013Q3 202340
Citadel Advisors 1110.00%0.00%0.01%Q3 2015Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.01%0.02%Q2 2013Q3 202340
Beacon Capital Management, Inc. 40400.01%5.22%8.74%Q4 2013Q3 202340
BAILARD, INC. 3190.23%0.60%1.17%Q3 2013Q3 202340
Strategic Point Investment Advisors, LLC 39390.11%4.86%9.42%Q1 2014Q3 202339
WHITTIER TRUST CO OF NEVADA INC 39390.00%0.01%0.03%Q1 2014Q3 202339
Winch Advisory Services, LLC 39390.02%1.14%6.91%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 1970.06%0.12%0.27%Q3 2013Q3 202339
North Star Investment Management Corp. 39390.05%0.23%0.42%Q1 2014Q3 202339
FMR LLC 39390.00%0.00%0.00%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.04%0.08%Q1 2014Q3 202339
Bank of New York Mellon Corp 3720.00%0.00%0.00%Q4 2013Q3 202339
JFS WEALTH ADVISORS, LLC 38380.01%0.01%0.02%Q2 2014Q3 202338
Autus Asset Management, LLC 38380.08%0.13%0.23%Q3 2013Q4 202238
Advisory Services Network, LLC 2710.03%0.11%0.23%Q4 2013Q3 202338
DOWLING & YAHNKE LLC 38380.12%0.20%0.34%Q2 2013Q3 202238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3440.00%0.01%0.02%Q2 2013Q3 202338
EVERETT HARRIS & CO /CA/ 37370.26%2.36%3.22%Q3 2014Q3 202337
WEBSTER BANK, N. A. 37370.10%0.33%0.66%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.05%0.19%0.28%Q2 2013Q2 202237
Madden Advisory Services, Inc. 3160.00%2.92%5.58%Q2 2013Q3 202337
Sigma Planning Corp 36360.06%0.10%0.20%Q4 2014Q3 202336
Northstar Group, Inc. 36360.35%0.50%0.83%Q4 2014Q3 202336
M&T BANK CORP 21150.00%0.27%0.54%Q3 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.08%0.14%0.25%Q4 2014Q3 202336
UBS Group AG 36360.07%0.11%0.14%Q4 2014Q3 202336
FIRST WILSHIRE SECURITIES MANAGEMENT INC 36360.06%0.17%0.30%Q4 2014Q3 202336
J.P. Morgan Private Wealth Advisors LLC 36360.00%0.04%0.15%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.04%0.31%0.63%Q4 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 25110.00%0.01%0.03%Q2 2013Q3 202336
D'Orazio & Associates, Inc. 35350.30%4.79%11.52%Q1 2015Q3 202335
VANGUARD GROUP INC 3230.00%0.00%0.00%Q1 2014Q3 202335
Brookstone Capital Management 2870.02%0.10%0.33%Q4 2014Q3 202335
SCOTIA CAPITAL INC. 35350.01%0.02%0.07%Q1 2015Q3 202335
OPPENHEIMER & CO INC 35350.01%0.03%0.05%Q1 2015Q3 202335
Avior Wealth Management, LLC 35350.00%0.01%0.05%Q1 2015Q3 202335
AllSquare Wealth Management LLC 35350.02%0.09%0.14%Q1 2015Q3 202335
Endurance Wealth Management, Inc. 35350.28%0.66%1.42%Q2 2013Q4 202135
Hilltop Holdings Inc. 35350.32%0.46%0.72%Q1 2015Q3 202335
Essex Financial Services, Inc. 19160.06%0.25%0.58%Q2 2014Q3 202335
NORTHERN TRUST CORP 3410.00%0.00%0.00%Q2 2013Q3 202335
SONATA CAPITAL GROUP INC 35350.23%0.35%0.54%Q1 2015Q3 202335
Tower Research Capital LLC (TRC) 1410.00%0.14%0.66%Q3 2013Q3 202335
KCM INVESTMENT ADVISORS LLC 2410.01%0.43%1.08%Q2 2014Q3 202334
New England Investment & Retirement Group, Inc. 34344.21%6.50%14.10%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.01%0.02%0.04%Q2 2015Q3 202334
Fiera Capital Corp 34340.00%0.02%0.04%Q2 2015Q3 202334
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 34340.01%0.02%0.04%Q2 2015Q3 202334
Financial Architects, Inc 2540.01%0.04%0.09%Q2 2014Q2 202334
JOHNSON INVESTMENT COUNSEL INC 34340.01%0.05%0.08%Q2 2015Q3 202334
Brinker Capital Investments, LLC 2760.00%0.11%0.57%Q2 2013Q3 202133
Glovista Investments LLC 33330.04%0.15%0.41%Q2 2013Q2 202133
NORTHSTAR ASSET MANAGEMENT Co LLC 33330.28%0.64%1.07%Q3 2015Q3 202333
JANE STREET GROUP, LLC 1230.00%0.01%0.10%Q1 2014Q3 202333
Quantitative Advantage, LLC 23100.91%1.55%2.68%Q2 2013Q1 202333
First Horizon Advisors, Inc. 18150.00%0.01%0.01%Q4 2014Q3 202333
Morningstar Investment Services LLC 22110.03%0.08%0.17%Q2 2013Q3 202333
B. Riley Wealth Advisors, Inc. 1620.01%0.07%0.11%Q2 2013Q3 202332
Pinnacle Advisory Group, Inc. 32321.12%4.09%8.56%Q2 2013Q1 202132
COMERICA BANK 3010.00%0.00%0.04%Q1 2014Q3 202332
FARMERS & MERCHANTS INVESTMENTS INC 2930.00%0.02%0.03%Q4 2014Q3 202332
Cetera Investment Advisers 32320.06%0.13%0.20%Q4 2015Q3 202332
Bison Wealth, LLC 16160.04%0.18%0.34%Q4 2014Q3 202332
Paradigm Financial Advisors, LLC 32320.09%0.94%1.53%Q1 2014Q4 202132
Cornerstone Advisory, LLC 32320.38%1.24%1.98%Q4 2015Q3 202332
New England Private Wealth Advisors LLC 32321.41%1.72%2.56%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.42%0.61%Q1 2016Q4 202332
BALDWIN BROTHERS LLC/MA 32320.00%0.01%0.01%Q1 2016Q4 202332
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.86%4.59%Q4 2015Q3 202332
DUBUQUE BANK & TRUST CO 32320.03%0.32%1.10%Q3 2014Q2 202232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.11%0.19%0.33%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.12%0.28%0.61%Q4 2015Q3 202332
Transamerica Financial Advisors, Inc. 2310.00%0.09%0.49%Q2 2013Q3 202331
Simmons Bank 31310.05%0.07%0.08%Q1 2016Q3 202331
Institute for Wealth Management, LLC. 2010.13%0.41%2.21%Q4 2013Q3 202331
Atria Investments, Inc 1410.02%0.09%0.38%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.01%0.18%0.54%Q1 2016Q3 202331
CITY HOLDING CO 31310.01%0.03%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.12%0.36%Q4 2015Q3 202331
WESCAP Management Group, Inc. 31311.16%1.48%1.90%Q1 2016Q3 202331
ProVise Management Group, LLC 1530.02%0.07%0.56%Q3 2014Q3 202330
FIRST FINANCIAL CORP /IN/ 30301.45%2.25%3.14%Q2 2016Q3 202330
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2820.14%0.23%0.38%Q1 2015Q3 202330
FIRST MANHATTAN CO. LLC. 2310.00%0.00%0.08%Q2 2015Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.13%0.55%Q2 2013Q3 202030
Alexandria Capital, LLC 18120.01%0.03%0.06%Q2 2013Q3 202130
NEXT Financial Group, Inc 16140.02%0.39%0.70%Q2 2014Q4 202130
CWM, LLC 2280.00%0.01%0.03%Q1 2016Q3 202330
Winslow, Evans & Crocker, Inc. 29290.01%0.03%0.05%Q4 2013Q4 202029
Goelzer Investment Management, Inc. 1720.03%0.04%0.04%Q1 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.02%0.13%Q3 2013Q3 202329
Raab & Moskowitz Asset Management LLC 29290.48%0.88%1.15%Q3 2016Q3 202329
WMS Partners, LLC 2270.03%0.11%0.25%Q2 2016Q3 202329
NewFocus Financial Group, LLC 29291.26%2.72%4.66%Q4 2013Q4 202029
SOL Capital Management CO 29290.08%0.20%0.26%Q3 2016Q3 202329
KEYBANK NATIONAL ASSOCIATION/OH 29290.00%0.00%0.01%Q3 2016Q3 202329
Ancora Advisors LLC 28280.01%0.03%0.04%Q4 2016Q3 202328
EDMOND DE ROTHSCHILD HOLDING S.A. 28280.00%0.10%0.31%Q4 2016Q3 202328
BlackRock Inc. 2710.00%0.00%0.00%Q2 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.12%0.25%Q4 2016Q3 202328
Circle Wealth Management, LLC 28280.16%0.71%1.38%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.35%0.68%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.19%0.37%0.49%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.06%0.18%Q4 2016Q3 202328
CAPTRUST FINANCIAL ADVISORS 2710.00%0.05%0.10%Q1 2016Q3 202328
Avantax Planning Partners, Inc. 28280.05%0.12%0.17%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.07%0.13%0.19%Q4 2016Q3 202328
CIBC WORLD MARKET INC. 1440.00%0.00%0.01%Q1 2014Q3 202328
Greytown Advisors Inc. 28281.48%1.96%2.52%Q4 2016Q3 202328
Garde Capital, Inc. 28280.03%0.07%0.10%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.03%0.18%0.50%Q4 2016Q3 202328
Private Advisory Group LLC 28280.06%0.20%0.72%Q4 2016Q3 202328
AE Wealth Management LLC 28280.02%0.07%0.20%Q4 2016Q3 202328
WINTRUST INVESTMENTS LLC 1820.08%0.45%0.67%Q2 2016Q3 202328
Global Retirement Partners, LLC 2070.00%0.04%0.39%Q4 2016Q3 202327
Allworth Financial LP 27270.00%0.01%0.05%Q1 2017Q3 202327
CREDIT SUISSE AG/ 1210.00%0.01%0.01%Q1 2013Q4 202027
WATERS PARKERSON & CO., LLC 27270.02%0.02%0.03%Q1 2017Q3 202327
Exchange Capital Management, Inc. 27270.05%1.04%1.47%Q1 2017Q3 202327
Callan Capital, LLC 27270.19%0.79%1.17%Q1 2017Q3 202327
TRUST CO OF OKLAHOMA 14130.33%2.03%2.89%Q4 2016Q3 202327
FINANCIAL COUNSELORS INC 1910.01%0.04%0.12%Q2 2013Q3 202327
Steward Partners Investment Advisory, LLC 27270.06%0.14%0.38%Q1 2017Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 27270.20%0.34%0.46%Q2 2017Q4 202327
LINCOLN NATIONAL CORP 27270.01%0.03%0.04%Q1 2017Q3 202327
Carroll Financial Associates, Inc. 15120.00%0.01%0.04%Q2 2013Q3 202127
Asset Dedication, LLC 17100.00%0.29%1.46%Q2 2016Q3 202327
First PREMIER Bank 27270.01%1.10%1.66%Q1 2017Q3 202327
ACG Wealth 2110.03%0.10%0.35%Q4 2014Q2 202227
AIMZ Investment Advisors, LLC 27270.26%0.40%0.58%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.11%0.22%0.30%Q2 2013Q4 201927
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 27270.14%0.47%0.73%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.04%0.17%0.34%Q4 2016Q3 202327
COMMERCE BANK 26260.00%0.00%0.01%Q2 2017Q3 202326
Rathbones Group PLC 26260.01%0.02%0.03%Q2 2017Q3 202326
Jefferies Group LLC 2310.00%0.01%0.11%Q3 2013Q3 202226
Arete Wealth Advisors, LLC 1210.03%0.08%0.17%Q3 2016Q3 202326
Advisors Capital Management, LLC 26260.03%0.05%0.10%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.14%0.26%0.40%Q2 2017Q3 202326
FAS Wealth Partners, Inc. 26260.05%0.07%0.09%Q2 2017Q3 202326
Concorde Asset Management, LLC 1410.22%0.73%1.81%Q1 2015Q4 202226
ORRSTOWN FINANCIAL SERVICES INC 26260.06%0.51%2.10%Q2 2013Q3 201926
HM PAYSON & CO 1880.01%0.02%0.02%Q4 2016Q3 202326
Bray Capital Advisors 2320.00%0.04%0.08%Q2 2015Q3 202325
SPC Financial, Inc. 1690.04%0.06%0.10%Q2 2014Q3 202325
Bogart Wealth, LLC 25250.01%0.02%0.04%Q3 2017Q3 202325
FormulaFolio Investments, LLC 25250.01%0.14%0.40%Q4 2014Q4 202025
COURIER CAPITAL LLC 25250.02%0.03%0.04%Q3 2017Q3 202325
NOMURA ASSET MANAGEMENT CO LTD 1690.00%0.02%0.06%Q2 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.01%0.04%0.11%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.03%0.06%0.10%Q2 2017Q2 202325
CHEMICAL BANK 25250.04%0.06%0.09%Q2 2013Q2 201925
OneDigital Investment Advisors LLC 2050.00%0.13%0.35%Q2 2017Q3 202325
TIAA, FSB 25250.01%0.03%0.07%Q2 2017Q2 202325
STEPHENS INC /AR/ 2230.01%0.09%0.32%Q2 2013Q3 202325
Belpointe Asset Management LLC 25250.04%0.14%0.30%Q3 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.39%0.60%Q4 2016Q3 202325
Snowden Capital Advisors LLC 1780.03%0.07%0.11%Q2 2017Q3 202325
Hilton Capital Management, LLC 25250.06%0.07%0.10%Q3 2017Q3 202325
Perigon Wealth Management, LLC 2410.03%0.06%0.09%Q3 2011Q3 202325
ADVISORS MANAGEMENT GROUP INC /ADV 25250.09%0.11%0.12%Q3 2017Q3 202325
BRIGHTON JONES LLC 25250.02%0.05%0.09%Q3 2017Q3 202325
AdvisorNet Financial, Inc 24240.03%0.06%0.17%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.19%0.59%Q4 2017Q3 202324
Ballast, Inc. 24242.13%3.02%3.62%Q4 2017Q3 202324
Front Row Advisors LLC 24240.12%0.14%0.17%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.32%0.58%1.06%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.10%0.14%0.16%Q4 2017Q3 202324
Krilogy Financial LLC 1210.00%0.03%0.08%Q3 2015Q1 202324
1832 Asset Management L.P. 1910.00%0.07%0.54%Q1 2014Q3 202324
Regal Investment Advisors LLC 1410.01%0.03%0.08%Q2 2013Q1 202324
Vantage Financial Partners Ltd., Inc. 24240.14%0.35%0.51%Q4 2017Q3 202324
HBK Sorce Advisory LLC 24240.03%0.05%0.10%Q4 2017Q3 202324
Johanson Financial Advisors, Inc. 2040.35%1.10%2.21%Q4 2015Q4 202124
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q4 2014Q3 202324
Allied Investment Advisors, LLC 24247.65%9.12%11.09%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.28%0.33%0.39%Q4 2017Q3 202324
MITCHELL MCLEOD PUGH & WILLIAMS INC 24240.08%0.15%0.24%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.17%0.84%1.25%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.14%0.22%0.31%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.69%1.27%1.96%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.87%1.14%1.33%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.07%0.10%0.21%Q4 2017Q3 202324
ALTFEST L J & CO INC 2220.16%0.29%0.76%Q2 2017Q3 202324
Evercore Wealth Management, LLC 1220.00%0.00%0.01%Q1 2015Q3 202324
FIFTH THIRD SECURITIES, INC. 810.06%0.46%5.06%Q1 2016Q3 202324
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 23230.05%0.09%0.12%Q3 2015Q1 202123
Fisher Asset Management, LLC 1310.00%0.00%0.00%Q4 2013Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.39%1.31%2.83%Q1 2018Q3 202323
McIlrath & Eck, LLC 1670.00%0.01%0.02%Q4 2017Q3 202323
BARCLAYS PLC 1410.00%0.00%0.01%Q2 2013Q3 202323
Hartford Financial Management Inc. 2210.02%0.02%0.02%Q3 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.02%0.02%0.02%Q1 2018Q3 202323
Sargent Bickham Lagudis LLC 23230.00%0.02%0.03%Q2 2017Q4 202223
CALTON & ASSOCIATES, INC. 23230.12%0.83%1.98%Q4 2017Q2 202323
IFG Advisory, LLC 2210.04%0.11%0.29%Q4 2017Q3 202323
Burt Wealth Advisors 23230.01%0.01%0.01%Q2 2015Q4 202023
Caprock Group, LLC 1670.02%0.04%0.10%Q1 2017Q1 202323
Leonetti & Associates, LLC 23230.33%0.66%1.08%Q2 2013Q4 201823
Hudock, Inc. 23230.00%0.01%0.03%Q1 2017Q3 202223
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 23230.00%0.03%0.04%Q1 2018Q3 202323
Royal Fund Management, LLC 23230.00%0.66%1.16%Q1 2018Q3 202323
Jacobi Capital Management LLC 2210.00%0.02%0.04%Q2 2016Q3 202323
Affiance Financial, LLC 13100.04%0.33%1.28%Q4 2014Q4 202223
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.02%Q1 2018Q3 202323
PINNACLE ASSOCIATES LTD 23230.01%0.01%0.04%Q1 2018Q3 202323
Ameritas Investment Partners, Inc. 1760.00%0.00%0.00%Q4 2014Q3 202323
Capital Investment Advisory Services, LLC 23230.02%0.22%0.79%Q1 2018Q3 202323
Cornerstone Wealth Management, LLC 1020.02%0.07%0.18%Q3 2017Q3 202322
VALLEY NATIONAL ADVISERS INC 1480.00%0.01%0.03%Q1 2015Q3 202322
BESSEMER GROUP INC 1020.00%0.01%0.24%Q4 2016Q3 202322
Kovack Advisors, Inc. 1710.06%0.12%0.28%Q2 2017Q3 202322
ARTHUR M. COHEN & ASSOCIATES, LLC 2110.13%0.26%0.33%Q4 2017Q3 202322
PLANNING DIRECTIONS INC 1481.17%1.31%1.68%Q1 2018Q3 202322
SG Americas Securities, LLC 1720.00%0.01%0.06%Q4 2014Q2 202322
Dynamic Advisor Solutions LLC 2010.09%0.20%0.57%Q3 2015Q3 202322
Triangle Securities Wealth Management 1110.10%0.35%4.96%Q2 2013Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.00%0.05%0.12%Q2 2018Q3 202322
RAND WEALTH, LLC 22221.01%1.41%3.40%Q2 2013Q3 201822
Patriot Financial Group Insurance Agency, LLC 1660.00%0.03%0.12%Q4 2016Q2 202222
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q2 2016Q1 202322
Voya Financial Advisors, Inc. 22220.01%0.03%0.05%Q4 2015Q1 202122
Almanack Investment Partners, LLC. 1620.04%0.27%1.64%Q3 2017Q3 202322
Covington Capital Management 2110.00%0.01%0.02%Q2 2015Q3 202222
COZAD ASSET MANAGEMENT INC 22220.28%0.37%0.50%Q2 2018Q3 202322
IndexIQ Advisors LLC 1710.00%0.03%0.35%Q4 2015Q1 202222
Jackson, Grant Investment Advisers, Inc. 1310.01%0.04%0.06%Q4 2015Q4 202222
Community Bank, N.A. 22220.00%0.02%0.06%Q4 2016Q1 202222
PFG Advisors 22220.13%0.25%0.37%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.02%0.05%0.08%Q2 2018Q3 202322
Doyle Wealth Management 22220.04%0.07%0.09%Q2 2017Q3 202222
MCF Advisors LLC 1310.00%0.01%0.01%Q3 2013Q3 202322
WELLINGTON MANAGEMENT GROUP LLP 1930.00%0.01%0.01%Q1 2017Q3 202222
River Wealth Advisors LLC 22220.06%0.09%0.12%Q2 2018Q3 202322
Certified Advisory Corp 11110.02%0.09%0.17%Q4 2017Q3 202322
ARCADIA INVESTMENT MANAGEMENT CORP/MI 21210.00%0.00%0.00%Q3 2018Q3 202321
Miracle Mile Advisors, LLC 21210.01%0.09%0.17%Q4 2016Q4 202121
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.22%0.55%0.89%Q4 2016Q3 202221
Advisory Alpha, LLC 1010.00%0.18%0.76%Q2 2015Q2 202321
Gradient Investments LLC 1610.00%0.00%0.00%Q1 2015Q3 202321
Private Ocean, LLC 21210.00%0.01%0.01%Q1 2018Q1 202321
ATWOOD & PALMER INC 21210.00%0.00%0.01%Q3 2018Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.01%0.02%0.07%Q3 2016Q3 202321
TRUE Private Wealth Advisors 21210.01%0.37%0.65%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.14%0.23%0.35%Q3 2018Q3 202321
SEGALL BRYANT & HAMILL, LLC 1560.00%0.00%0.01%Q1 2018Q2 202321
Banco Santander, S.A. 11100.00%0.05%0.12%Q1 2018Q3 202321
Aevitas Wealth Management, Inc. 21212.15%3.20%3.86%Q4 2017Q4 202221
Ironsides Asset Advisors, LLC 1910.05%0.10%0.21%Q1 2016Q3 202321
Mascoma Wealth Management LLC 1110.02%0.07%0.13%Q4 2016Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.02%0.57%2.16%Q4 2017Q4 202221
West Coast Financial LLC 1610.03%0.10%0.20%Q3 2016Q4 202221
BROWN BROTHERS HARRIMAN & CO 1650.00%0.00%0.00%Q2 2015Q1 202321
Bartlett & Co. LLC 810.00%0.01%0.02%Q3 2013Q4 202321
Starfire Investment Advisers, Inc. 11100.92%1.21%1.80%Q1 2015Q2 202021
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
Graves Light Lenhart Wealth, Inc. 20200.06%0.08%0.09%Q4 2018Q3 202320
NewEdge Advisors, LLC 1460.01%0.02%0.06%Q3 2018Q3 202320
MERIDIAN INVESTMENT COUNSEL INC. 1910.11%0.13%0.14%Q3 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.02%0.15%0.24%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.00%0.01%Q3 2014Q3 202320
Summit Financial Strategies, Inc. 10100.08%0.14%0.18%Q3 2018Q3 202320
SILVERCREST ASSET MANAGEMENT GROUP LLC 1810.00%0.04%0.09%Q4 2016Q3 202320
Montecito Bank & Trust 910.04%0.11%0.24%Q2 2013Q4 202320
Sequoia Financial Advisors, LLC 20200.06%0.13%0.22%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.07%0.20%Q4 2013Q3 201820
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.16%0.28%Q4 2018Q3 202320
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20200.00%0.00%0.00%Q2 2017Q1 202220
Smith & Howard Wealth Management, LLC 20200.26%0.36%0.46%Q4 2018Q3 202320
Koshinski Asset Management, Inc. 1610.08%0.11%0.15%Q1 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20200.69%1.01%1.52%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 820.00%0.01%0.04%Q3 2017Q3 202320
DAGCO, INC. 20200.26%0.75%1.18%Q4 2018Q3 202320
SUNTRUST BANKS INC 1550.00%0.02%0.04%Q3 2013Q3 201920
CRA Financial Services, LLC 20200.32%0.46%0.59%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.03%0.06%0.09%Q4 2015Q3 202020
East Coast Asset Management, LLC. 20200.06%0.13%0.21%Q4 2012Q3 201720
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.02%1.43%4.54%Q4 2018Q3 202320
BANK HAPOALIM BM 20200.16%1.03%2.52%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Trinity Legacy Partners, LLC 20200.92%2.41%4.33%Q4 2018Q3 202320
NICOLET BANKSHARES INC 20200.12%0.15%0.22%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.03%0.14%Q4 2014Q3 201920
Full Sail Capital, LLC 20200.92%1.59%2.37%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.07%0.12%Q4 2017Q3 202220
A. D. Beadell Investment Counsel, Inc. 20200.17%0.23%0.48%Q1 2017Q4 202120
Smart Money Group LLC 1910.11%0.71%2.12%Q3 2018Q3 202320
Windham Capital Management, LLC 1910.06%0.81%1.56%Q3 2018Q3 202320
RPg Family Wealth Advisory, LLC 1640.03%0.04%0.06%Q1 2017Q1 202220
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Veritable, L.P. 1710.00%0.01%0.01%Q4 2013Q3 201920
Meridian Wealth Advisors, LLC 20200.25%0.32%0.40%Q4 2018Q3 202320
Global Trust Asset Management, LLC 1640.00%0.04%0.48%Q1 2018Q3 202320
Busey Bank 20200.01%0.02%0.02%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.06%0.11%0.18%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.23%0.52%1.54%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 1820.00%0.07%0.11%Q1 2018Q3 202320
Wechter Feldman Wealth Management, Inc. 19192.40%7.03%18.74%Q4 2016Q2 202119
BigSur Wealth Management LLC 19190.22%0.42%0.61%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.05%0.12%0.21%Q2 2013Q4 201719
Rehmann Capital Advisory Group 1420.00%0.03%0.06%Q1 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.04%0.36%0.46%Q4 2018Q3 202319
VICUS CAPITAL 1610.04%0.21%0.65%Q2 2014Q3 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Crestwood Advisors Group, LLC 1810.01%0.01%0.01%Q1 2017Q3 202319
WEDBUSH SECURITIES INC 19190.02%0.03%0.06%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.02%Q3 2018Q3 202319
ASSOCIATED BANC-CORP 1110.01%0.01%0.01%Q3 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19190.06%0.97%1.32%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.17%0.22%0.32%Q1 2019Q3 202319
RDA Financial Network 19190.23%0.53%0.81%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.02%0.20%0.29%Q3 2018Q3 202319
Simplicity Solutions, LLC 910.01%0.12%0.55%Q4 2014Q3 202319
Valmark Advisers, Inc. 19190.01%0.04%0.07%Q1 2019Q3 202319
Financial Insights, Inc. 1810.26%0.54%0.72%Q4 2018Q3 202319
Fieldpoint Private Securities, LLC 1270.05%0.06%0.11%Q1 2017Q2 202219
Archer Investment Corp 19190.01%0.03%0.04%Q1 2019Q3 202319
IPG Investment Advisors LLC 19190.08%0.13%0.20%Q4 2017Q2 202219
TSFG, LLC 19190.04%0.06%0.07%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.05%0.29%0.75%Q2 2013Q4 201719
SAGE RHINO CAPITAL LLC 19191.26%1.81%2.51%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.35%0.78%0.97%Q1 2019Q3 202319
Horan Securities, Inc. 810.01%0.15%0.23%Q3 2016Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.03%Q1 2019Q3 202319
Lenox Wealth Management, Inc. 19190.04%0.05%0.08%Q4 2015Q2 202019
TOMPKINS FINANCIAL CORP 1010.00%0.02%0.03%Q1 2016Q4 202318
MADISON INVESTMENT HOLDINGS INC 1320.01%0.22%0.50%Q2 2013Q4 201818
BURNEY CO/ 910.02%0.03%0.05%Q2 2013Q2 201818
Commonwealth Equity Services, Inc 18180.07%0.11%0.15%Q2 2013Q3 201718
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.01%0.02%0.04%Q2 2019Q3 202318
Abbot Financial Management, Inc. 18180.22%0.42%0.67%Q2 2019Q3 202318
MEITAV INVESTMENT HOUSE LTD 1010.01%0.03%0.09%Q2 2018Q2 202318
DAVENPORT & Co LLC 1620.00%0.00%0.01%Q4 2018Q3 202318
NATIONAL PLANNING CORP 18180.13%0.27%0.46%Q2 2013Q3 201718
Ellis Investment Partners, LLC 18180.01%0.04%0.06%Q2 2019Q3 202318
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.00%Q3 2015Q3 202318
Regis Management CO LLC 18180.05%0.14%0.26%Q2 2019Q3 202318
COLONY GROUP LLC 18180.01%0.01%0.03%Q2 2019Q3 202318
Heritage Wealth Advisors 18180.01%0.02%0.02%Q2 2019Q3 202318
New Capital Management LP 18180.02%0.16%0.35%Q4 2016Q1 202118
Capital Advantage, Inc. 1713.47%5.92%7.47%Q1 2019Q3 202318
Selective Wealth Management, Inc. 1530.08%0.19%0.65%Q2 2019Q4 202318
BB&T SECURITIES, LLC 18180.01%0.02%0.12%Q2 2015Q3 201918
Morningstar Investment Management LLC 1610.08%8.28%17.21%Q4 2018Q3 202318
Oakworth Capital, Inc. 18180.00%0.01%0.01%Q2 2019Q3 202318
Private Capital Group, LLC 18180.06%0.09%0.12%Q4 2017Q1 202218
WESBANCO BANK INC 1170.01%0.01%0.02%Q1 2019Q3 202318
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
CIBC Private Wealth Group, LLC 1410.00%0.01%0.01%Q4 2017Q3 202318
Sound View Wealth Advisors Group, LLC 18180.08%0.36%0.54%Q2 2019Q3 202318
NorthRock Partners, LLC 17170.03%0.03%0.05%Q3 2019Q3 202317
Prestige Wealth Management Group LLC 17170.00%0.01%0.05%Q3 2019Q3 202317
SIMPLEX TRADING, LLC 310.00%0.01%0.06%Q4 2014Q2 202317
Personal Capital Advisors Corp 17170.00%0.00%0.01%Q4 2018Q4 202217
TRUIST FINANCIAL CORP 1610.00%0.05%0.10%Q3 2016Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.01%0.02%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.05%0.13%Q2 2013Q2 201717
Prospera Financial Services Inc 1430.01%0.05%0.12%Q1 2016Q3 202317
PATTEN & PATTEN INC/TN 1220.02%0.03%0.04%Q2 2017Q3 202317
Conservest Capital Advisors, Inc. 1340.03%0.05%0.09%Q2 2017Q3 202317
NatWest Group plc 1430.15%0.60%1.01%Q4 2016Q1 202117
HL FINANCIAL SERVICES LLC 710.01%0.02%0.02%Q2 2014Q1 201917
AlphaMark Advisors, LLC 1430.00%0.00%0.00%Q4 2016Q3 202117
Meristem Family Wealth, LLC 17170.10%0.17%0.22%Q1 2018Q1 202217
SEI INVESTMENTS CO 920.00%0.00%0.00%Q1 2015Q2 202017
Dakota Wealth Management 17170.03%0.09%0.54%Q3 2019Q3 202317
Spearhead Capital Advisors, LLC 1430.09%0.16%0.29%Q1 2018Q2 202217
Invst, LLC 1410.04%2.14%3.62%Q3 2017Q2 202317
Evolution Wealth Advisors, LLC 1250.02%0.14%0.41%Q4 2018Q3 202317
Hanson & Doremus Investment Management 930.01%0.03%0.06%Q2 2015Q3 202317
Ranch Capital Advisors Inc. 17170.47%0.53%0.60%Q3 2019Q3 202317
People's United Financial, Inc. 17170.00%0.00%0.01%Q2 2013Q2 201717
MATRIX PRIVATE CAPITAL GROUP LLC 16160.00%0.12%0.61%Q4 2019Q3 202316
CreativeOne Wealth, LLC 16160.05%0.10%0.15%Q4 2019Q3 202316
Trilogy Capital Inc. 1510.00%0.18%0.25%Q3 2018Q3 202316
LifeSteps Financial, Inc. 16160.31%0.41%0.60%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.04%0.20%0.40%Q4 2018Q3 202216
Gryphon Financial Partners LLC 16160.00%0.16%0.18%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.04%0.14%0.71%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.95%2.72%3.22%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.07%0.11%0.18%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.13%0.14%0.17%Q4 2019Q3 202316
STABLEFORD CAPITAL II LLC 920.15%0.30%0.51%Q4 2017Q3 202316
Orion Portfolio Solutions, LLC 16160.00%0.27%0.50%Q4 2019Q3 202316
SlateStone Wealth, LLC 16160.25%0.46%0.56%Q4 2019Q3 202316
Edge Capital Group, LLC 16160.05%0.05%0.06%Q4 2018Q3 202216
Equitable Holdings, Inc. 16160.06%0.12%0.19%Q4 2019Q3 202316
Lido Advisors, LLC 1310.00%0.08%0.58%Q2 2016Q3 202316
American Institute for Advanced Investment Management, LLP 16160.37%0.54%0.63%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Castle Rock Wealth Management, LLC 1210.18%0.34%0.51%Q1 2018Q3 202316
REGIONS FINANCIAL CORP 1060.00%0.00%0.00%Q4 2017Q3 202316
Visionary Wealth Advisors 16160.03%0.25%0.59%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.03%0.10%0.22%Q3 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.05%0.09%0.18%Q4 2019Q3 202316
Faithward Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
Concert Wealth Management Inc. 16160.09%0.22%0.34%Q2 2013Q1 201716
TBH Global Asset Management, LLC 16160.12%0.15%0.23%Q4 2019Q3 202316
360 Financial, Inc. 16160.14%0.22%0.33%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 16164.98%5.38%5.89%Q4 2019Q3 202316
FINANCIAL CONSULATE, INC 16160.10%0.13%0.16%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 1310.00%0.02%0.05%Q4 2016Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.03%0.10%0.13%Q2 2013Q1 201716
PEOPLES BANK /OH 16160.25%0.35%0.48%Q1 2017Q4 202016
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
Essex Private Wealth Management, LLC 16165.02%6.34%7.80%Q4 2019Q3 202316
Optas, LLC 16160.14%0.19%0.33%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.59%0.72%1.08%Q4 2019Q3 202316
CHAI TRUST CO LLC 16160.04%0.78%1.53%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.10%0.16%0.29%Q4 2019Q3 202316
CVA Family Office, LLC 16160.35%1.05%1.59%Q4 2019Q3 202316
Marotta Asset Management 1331.24%3.71%4.64%Q4 2019Q4 202316
PROFFITT & GOODSON INC 16160.00%0.00%0.01%Q3 2018Q2 202216
Halpern Financial, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Western Wealth Management, LLC 820.03%0.05%0.07%Q1 2019Q3 202316
Red Door Wealth Management, LLC 16160.06%0.12%0.19%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.02%0.86%1.07%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 1060.02%0.18%0.53%Q4 2018Q3 202316
LPWM LLC 16160.22%0.36%0.47%Q4 2019Q3 202316
Zurich Insurance Group Ltd/FI 1510.09%0.11%0.15%Q4 2018Q3 202316
Summit Trail Advisors, LLC 16160.03%0.09%0.21%Q4 2019Q3 202316
Cranbrook Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Kovitz Investment Group Partners, LLC 16160.01%0.08%0.12%Q2 2019Q1 202316
Neuberger Berman Group LLC 1420.00%0.00%0.00%Q1 2017Q3 202316
Secure Asset Management, LLC 16160.10%0.16%0.24%Q4 2019Q3 202316
SIGNATUREFD, LLC 1310.00%0.01%0.01%Q4 2015Q3 202316
BCS Wealth Management 1320.34%0.41%0.64%Q4 2019Q3 202315
TAP Consulting, LLC 15150.18%1.34%3.30%Q1 2020Q3 202315
S.A. Mason LLC 1230.08%0.09%0.11%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.13%0.21%0.27%Q1 2020Q3 202315
Carnegie Capital Asset Management, LLC 1410.01%0.01%0.02%Q4 2019Q3 202315
Moser Wealth Advisors, LLC 1321.98%2.31%2.82%Q4 2019Q3 202315
Aurora Private Wealth, Inc. 960.10%0.23%0.42%Q4 2019Q3 202315
Psagot Value Holdings Ltd. 1140.00%0.01%0.02%Q2 2013Q2 201815
B. Riley Wealth Management, Inc. 930.00%0.22%0.99%Q3 2015Q2 202215
Avion Wealth 15150.00%0.02%0.03%Q1 2020Q3 202315
IMA Wealth, Inc. 15151.60%1.82%2.09%Q2 2013Q4 201615
Cypress Wealth Services, LLC 1410.05%0.06%0.07%Q4 2019Q3 202315
Petix & Botte Co 1230.62%0.72%0.78%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1410.19%0.31%0.63%Q4 2019Q3 202315
Intersect Capital LLC 1230.07%0.11%0.18%Q2 2017Q2 202215
MSI Financial Services Inc 15150.02%0.13%0.34%Q2 2013Q4 201615
Stelac Advisory Services LLC 15150.44%0.86%1.41%Q1 2020Q3 202315
55I, LLC 15150.15%0.37%1.19%Q1 2019Q3 202215
Roble, Belko & Company, Inc 15150.01%0.01%0.01%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.42%0.76%1.18%Q4 2019Q3 202315
Blankinship & Foster, LLC 15150.20%0.39%0.47%Q1 2020Q3 202315
TCI Wealth Advisors, Inc. 810.00%0.01%0.09%Q4 2013Q1 202315
JANUS HENDERSON GROUP PLC 710.00%0.00%0.01%Q4 2017Q3 202315
Waldron Private Wealth LLC 15150.01%0.06%0.08%Q1 2020Q3 202315
SeaCrest Wealth Management, LLC 960.01%0.08%0.37%Q4 2017Q3 202315
Gray Wealth Management Inc. 15152.11%2.34%2.78%Q1 2020Q3 202315
Country Club Trust Company, n.a. 1320.06%0.27%0.60%Q2 2013Q4 202115
PACIFIC SUN FINANCIAL CORP 610.28%0.32%0.38%Q1 2018Q2 202315
Capital Asset Advisory Services LLC 1230.01%0.72%1.97%Q2 2017Q3 202215
Salomon & Ludwin, LLC 15150.10%0.14%0.24%Q1 2020Q3 202315
Axiom Financial Strategies, LLC 15152.37%3.42%5.13%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 870.01%0.04%0.05%Q3 2013Q4 201915
INGALLS & SNYDER LLC 15150.06%0.07%0.08%Q1 2020Q3 202315
Madison Asset Management, LLC 960.01%0.18%0.58%Q4 2019Q3 202315
Patten Group, Inc. 15150.00%0.01%0.02%Q2 2015Q4 201815
Advisor Group, Inc. 15150.10%0.13%0.19%Q2 2016Q4 201915
Wealth Alliance 15150.08%0.13%0.24%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.07%0.12%0.16%Q4 2019Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.04%0.04%0.05%Q4 2017Q2 202115
Quaker Wealth Management, LLC 960.18%1.48%2.75%Q4 2019Q3 202315
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15150.04%0.06%0.09%Q1 2020Q3 202315
HBW ADVISORY SERVICES LLC 14140.19%0.35%0.53%Q2 2020Q3 202314
AMI INVESTMENT MANAGEMENT INC 14141.77%4.19%8.89%Q2 2020Q3 202314
Sanctuary Wealth Management, L.L.C. 1110.91%2.16%2.88%Q1 2010Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1220.09%0.17%0.25%Q3 2018Q4 202214
PRUDENTIAL FINANCIAL INC 14140.00%0.07%0.35%Q2 2020Q3 202314
PRUDENT INVESTORS NETWORK, INC. 1130.11%0.13%0.25%Q4 2019Q3 202314
Acorn Wealth Advisors, LLC 14140.53%1.66%2.46%Q2 2020Q3 202314
AdvicePeriod, LLC 1220.04%0.09%0.15%Q4 2017Q2 202114
James Hambro & Partners 14140.02%0.04%0.07%Q2 2020Q3 202314
One Day In July LLC 14140.09%0.18%0.26%Q2 2020Q3 202314
Capital Directions Investment Advisors, LLC 620.01%0.02%0.02%Q3 2018Q4 202214
PHILADELPHIA TRUST CO 14140.07%0.09%0.12%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14141.81%2.29%2.63%Q2 2020Q3 202314
Cordasco Financial Network 14140.01%0.01%0.03%Q1 2019Q2 202214
Personal Wealth Partners 14140.38%0.53%0.87%Q4 2018Q1 202214
TRUST CO OF VERMONT 710.00%0.00%0.00%Q4 2019Q3 202314
Keebeck Wealth Management, LLC 14140.62%1.06%1.74%Q2 2020Q3 202314
Costello Asset Management, INC 14140.01%0.02%0.03%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.05%0.09%0.14%Q4 2013Q1 201714
Well Done, LLC 1310.13%0.24%0.39%Q1 2017Q3 202114
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 14140.03%0.05%0.06%Q4 2016Q1 202014
Stockman Wealth Management, Inc. 14140.06%0.06%0.08%Q2 2020Q3 202314
Clean Yield Group 1040.02%0.03%0.03%Q1 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Laidlaw Wealth Management LLC 1310.16%0.48%0.84%Q4 2019Q3 202314
Wealthspire Advisors, LLC 1210.00%0.02%0.02%Q4 2018Q3 202314
PICTET ASSET MANAGEMENT LTD 1010.00%0.01%0.06%Q3 2016Q2 202114
EPG Wealth Management LLC 1220.08%0.10%0.13%Q4 2019Q3 202314
Baron Financial Group, LLC 13132.30%2.59%3.26%Q3 2020Q3 202313
Beacon Pointe Advisors, LLC 13130.01%0.05%0.33%Q3 2020Q3 202313
Keystone Financial Group 1010.05%0.07%0.11%Q1 2018Q3 202313
COUNTRY TRUST BANK 940.00%0.01%0.09%Q4 2016Q4 202313
WEATHERLY ASSET MANAGEMENT L. P. 13130.03%0.04%0.06%Q3 2020Q3 202313
Janney Capital Management LLC 13130.04%1.26%4.94%Q4 2013Q4 201613
HERITAGE INVESTORS MANAGEMENT CORP 1030.01%0.01%0.02%Q1 2018Q2 202113
Sheaff Brock Investment Advisors, LLC 820.01%0.02%0.03%Q1 2017Q3 202313
Retirement Group, LLC 940.00%0.02%0.02%Q2 2020Q3 202313
GRANDFIELD & DODD, LLC 13130.05%0.05%0.06%Q3 2020Q3 202313
Cedar Brook Financial Partners, LLC 13130.09%0.17%0.27%Q3 2020Q3 202313
Relative Value Partners Group, LLC 710.03%0.20%0.47%Q4 2018Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
Magnus Financial Group LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Farmers & Merchants Trust Co of Chambersburg PA 940.01%0.03%0.08%Q4 2016Q3 202313
Visionary Asset Management, Inc. 910.04%0.83%1.16%Q2 2014Q3 201813
Mosaic Family Wealth, LLC 710.07%0.15%0.40%Q4 2017Q2 202113
FIRST INTERSTATE BANK 13130.00%0.00%0.01%Q3 2015Q3 201813
Wealthquest Corp 13130.04%0.06%0.08%Q3 2020Q3 202313
THOROUGHBRED FINANCIAL SERVICES, LLC 1030.04%0.06%0.09%Q4 2019Q3 202313
VSR Financial Services, Inc. 13130.14%0.20%0.28%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.13%0.22%0.28%Q3 2020Q3 202313
Cresset Asset Management, LLC 1210.00%0.01%0.02%Q2 2020Q3 202313
Beacon Financial Advisory LLC 13130.23%0.26%0.34%Q3 2020Q3 202313
CWA Asset Management Group, LLC 910.02%0.04%0.06%Q4 2019Q3 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 850.01%0.05%0.13%Q4 2014Q3 202313
HCR Wealth Advisors 13130.05%0.67%2.28%Q3 2020Q3 202313
Hikari Power Ltd 1030.06%0.17%0.22%Q2 2019Q3 202313
Summit Place Financial Advisors, LLC 13130.19%0.28%0.42%Q3 2020Q3 202313
Proficio Capital Partners LLC 13130.02%0.03%0.03%Q2 2016Q2 201913
Glassman Wealth Services 940.00%0.00%0.00%Q4 2018Q3 202313
BEACON INVESTMENT ADVISORY SERVICES, INC. 1110.02%0.04%0.05%Q2 2015Q4 201813
BOSTON FAMILY OFFICE LLC 1030.03%0.03%0.04%Q2 2016Q4 201913
NORTHWEST INVESTMENT COUNSELORS, LLC 610.01%0.04%0.09%Q4 2017Q1 202313
NICOLET ADVISORY SERVICES, LLC 13130.04%0.04%0.05%Q1 2019Q1 202213
BALLAST ADVISORS LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
DF DENT & CO INC 13130.00%0.00%0.00%Q3 2020Q3 202313
CULLEN/FROST BANKERS, INC. 1030.00%0.00%0.01%Q1 2019Q2 202313
Crewe Advisors LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.14%0.20%0.31%Q4 2019Q3 202313
Apollon Wealth Management, LLC 1210.01%0.11%0.67%Q2 2020Q3 202313
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Newport Wealth Strategies, Inc. 13130.44%0.63%1.60%Q3 2018Q3 202113
Aptus Capital Advisors, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Gemmer Asset Management LLC 720.00%0.03%0.06%Q3 2019Q3 202313
Berkeley Capital Partners, LLC 520.20%2.48%4.93%Q4 2015Q4 202013
Key FInancial Inc 1210.01%0.01%0.03%Q1 2020Q3 202313
PDS Planning, Inc 13130.03%0.06%0.09%Q3 2020Q3 202313
MAI Capital Management 1210.01%0.08%0.20%Q2 2019Q3 202313
Orion Capital Management LLC 12120.08%0.14%0.18%Q4 2020Q3 202312
Realta Investment Advisors 12120.10%0.39%0.51%Q4 2020Q3 202312
Goepper Burkhardt LLC 12124.52%4.90%5.58%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.26%1.04%1.70%Q4 2020Q3 202312
ROWLAND CARMICHAEL ADVISORS INC /ADV 320.06%0.37%0.55%Q2 2016Q4 202012
VISTA INVESTMENT MANAGEMENT 810.11%0.14%0.16%Q4 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
Mission Creek Capital Partners, Inc. 12120.05%0.11%0.15%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.64%1.20%1.88%Q4 2020Q3 202312
Allianz Asset Management GmbH 810.00%0.00%0.00%Q1 2017Q2 202112
Accel Wealth Management 12120.40%0.68%0.93%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.11%0.15%0.21%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.07%0.07%0.08%Q4 2020Q3 202312
WADE G W & INC 12120.02%0.03%0.05%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12122.70%3.80%4.64%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.15%0.29%0.43%Q4 2020Q3 202312
ALPS ADVISORS INC 750.09%0.11%0.18%Q4 2018Q2 202312
WASHINGTON TRUST BANK 1010.02%0.03%0.05%Q4 2016Q4 202112
IVC Wealth Advisors LLC 12120.16%0.29%0.34%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Hudson Value Partners, LLC 12120.58%0.65%0.71%Q4 2020Q3 202312
PIN OAK INVESTMENT ADVISORS INC 12120.01%0.01%0.02%Q3 2018Q2 202112
Family Firm, Inc. 12120.07%0.07%0.10%Q4 2020Q3 202312
RBA Wealth Management, LLC 840.47%0.51%0.55%Q1 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.04%0.06%Q4 2018Q3 202112
Pinnacle Bancorp, Inc. 1110.01%0.01%0.02%Q1 2017Q2 202112
Johnson Bixby & Associates, LLC 12121.66%2.54%3.04%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.21%0.24%0.30%Q4 2020Q3 202312
DEARBORN PARTNERS LLC 12120.02%0.03%0.03%Q4 2013Q3 201612
FOUNDERS FINANCIAL SECURITIES LLC 12120.04%0.10%0.13%Q4 2020Q3 202312
Riverpoint Wealth Management Holdings, LLC 12120.06%0.08%0.09%Q4 2020Q3 202312
D.B. Root & Company, LLC 12120.08%0.09%0.10%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12121.04%3.08%5.00%Q4 2020Q3 202312
CORBYN INVESTMENT MANAGEMENT INC/MD 12120.12%0.17%0.22%Q4 2020Q3 202312
MISSION WEALTH MANAGEMENT, LP 12120.03%0.06%0.08%Q4 2020Q3 202312
CITIZENS FINANCIAL GROUP INC/RI 910.00%0.03%0.04%Q3 2018Q3 202312
Galvin, Gaustad & Stein, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.34%0.48%0.64%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.53%1.12%2.37%Q4 2018Q3 202112
Venture Visionary Partners LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.34%0.53%0.83%Q4 2020Q3 202312
Shepherd Financial Partners LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.35%0.47%0.60%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.01%0.03%0.09%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.07%0.11%0.15%Q4 2020Q3 202312
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.51%0.56%0.62%Q4 2020Q3 202312
CENTRAL TRUST Co 1110.00%0.01%0.01%Q3 2020Q3 202312
QCI ASSET MANAGEMENT INC/NY 1110.00%0.00%0.01%Q2 2016Q1 202012
KINGS POINT CAPITAL MANAGEMENT 840.00%0.00%0.01%Q3 2018Q1 202212
Brown Miller Wealth Management, LLC 12120.12%0.29%0.58%Q4 2020Q3 202312
Independence Bank of Kentucky 12120.04%0.05%0.07%Q4 2020Q3 202312
Zeit Capital LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.02%0.05%Q4 2020Q3 202312
Zhang Financial LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Hikari Tsushin, Inc. 810.08%0.33%0.48%Q2 2019Q3 202312
Greenhouse Wealth Management, LLC 12120.34%0.37%0.41%Q4 2020Q3 202312
IEQ CAPITAL, LLC 1110.01%0.01%0.03%Q2 2020Q3 202312
Accretive Wealth Partners, LLC 12120.45%0.54%0.62%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.20%0.75%1.12%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 1110.01%0.02%0.04%Q4 2019Q4 202212
COREPATH WEALTH PARTNERS LLC 12120.33%0.42%0.57%Q4 2020Q3 202312
Curran Financial Partners, LLC 12120.32%3.48%6.56%Q4 2020Q3 202312
Baldrige Asset Management LLC 840.03%0.06%0.10%Q1 2019Q1 202312
TRAIN BABCOCK ADVISORS LLC 1110.07%0.10%0.14%Q4 2014Q4 201712
Spruce Investment Advisors LLC 12120.29%1.96%3.68%Q4 2014Q3 201712
DHJJ Financial Advisors, Ltd. 12120.28%0.32%0.36%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12121.17%2.06%3.05%Q4 2020Q3 202312
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1110.01%0.05%0.11%Q2 2020Q3 202312
Charter Oak Capital Management, LLC 12120.16%0.23%0.28%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.09%0.16%0.18%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.00%0.03%0.05%Q4 2020Q3 202312
Manchester Capital Management LLC 810.01%0.89%3.25%Q4 2015Q3 202311
ARGI Investment Services, LLC 910.01%0.05%0.34%Q3 2018Q4 202211
First National Bank of South Miami 1010.02%0.04%0.04%Q4 2018Q3 202111
RAYMOND JAMES TRUST N.A. 11110.01%0.04%0.07%Q1 2021Q3 202311
Grant/GrossMendelsohn, LLC 920.13%0.21%0.30%Q4 2020Q3 202311
THOMPSON DAVIS & CO., INC. 11110.05%0.06%0.08%Q4 2013Q2 201611
REGENTATLANTIC CAPITAL LLC 1010.00%0.02%0.04%Q4 2014Q3 202211
SCS Capital Management LLC 11110.02%1.19%1.73%Q4 2016Q2 201911
Dorsey & Whitney Trust CO LLC 11110.13%0.15%0.18%Q1 2021Q3 202311
Sierra Capital LLC 11110.21%0.25%0.34%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 1010.01%0.10%0.28%Q4 2019Q3 202311
Alera Investment Advisors, LLC 650.06%0.17%0.36%Q4 2018Q3 202311
1900 WEALTH MANAGEMENT LLC 740.02%0.03%0.03%Q4 2020Q3 202311
EP Wealth Advisors, LLC 11110.00%0.10%0.15%Q1 2021Q3 202311
Highlander Capital Management, LLC 1010.01%0.02%0.03%Q1 2017Q3 202311
McCarthy Asset Management, Inc. 740.14%0.17%0.21%Q4 2020Q3 202311
Ratio Wealth Group 923.27%4.25%4.56%Q4 2020Q3 202311
Spire Wealth Management 11110.04%0.06%0.09%Q1 2021Q3 202311
Loveless Wealth Management LLC 11110.79%0.86%1.00%Q4 2019Q2 202211
Peachtree Investment Partners, LLC 920.01%0.01%0.01%Q2 2020Q3 202311
Solstein Capital, LLC 11110.07%0.10%0.15%Q1 2021Q3 202311
BANQUE PICTET & CIE SA 830.00%0.02%0.06%Q4 2013Q2 202211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 610.01%0.02%0.04%Q2 2019Q1 202311
Better Money Decisions, LLC 11110.77%0.92%1.08%Q1 2021Q3 202311
INVESTMENT CENTERS OF AMERICA INC 11110.04%0.06%0.09%Q1 2015Q3 201711
WEALTHSOURCE PARTNERS, LLC 740.02%0.16%0.44%Q2 2019Q1 202211
Westshore Wealth, LLC 1010.14%0.18%0.24%Q4 2019Q2 202311
Family Management Corp 1010.04%0.08%0.10%Q2 2020Q2 202311
MARCO INVESTMENT MANAGEMENT LLC 650.02%0.04%0.06%Q3 2017Q1 202211
DSC Advisors, L.P. 1010.13%4.92%26.15%Q4 2012Q2 201611
ASSET PLANNING CORPORATION 11115.61%6.21%6.70%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.06%0.07%0.07%Q1 2021Q3 202311
GREENLEAF TRUST 11110.01%0.02%0.04%Q2 2017Q4 201911
SHELTON CAPITAL MANAGEMENT 11110.02%0.02%0.02%Q3 2015Q1 201811
McClarren Financial Advisors, Inc. 650.04%0.11%0.19%Q4 2020Q3 202311
Karp Capital Management Corp 11110.02%1.38%1.85%Q4 2014Q2 201711
Matisse Capital 11110.15%0.57%1.11%Q4 2016Q2 201911
Clearview Wealth Advisors LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
EVERGREEN CAPITAL MANAGEMENT LLC 11110.01%0.17%0.35%Q1 2021Q3 202311
Fortis Advisors, LLC 920.00%2.18%3.89%Q3 2020Q3 202311
Pallas Capital Advisors LLC 11110.05%0.41%0.73%Q1 2021Q3 202311
CMG Global Holdings, LLC 11110.32%0.36%0.39%Q1 2021Q3 202311
Compagnie Lombard Odier SCmA 11110.00%0.03%0.06%Q1 2015Q3 201711
Hennion & Walsh Asset Management, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
Brick & Kyle, Associates 710.01%0.05%0.15%Q4 2014Q3 202311
Aprio Wealth Management, LLC 1013.80%5.47%7.36%Q4 2020Q3 202311
CAPITAL ADVISORS INC/OK 11110.02%0.03%0.03%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.34%0.39%0.51%Q1 2014Q1 201711
Capital Investment Advisors, LLC 910.01%0.01%0.01%Q4 2020Q4 202311
Inscription Capital, LLC 10100.17%0.27%0.34%Q2 2021Q3 202310
Berger Financial Group, Inc 640.04%0.04%0.05%Q1 2021Q3 202310
PACIFIC FINANCIAL GROUP INC 810.10%1.31%4.07%Q3 2013Q2 201610
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2013Q3 201510
CX Institutional 730.00%0.07%0.18%Q1 2021Q3 202310
Riverstone Advisors, LLC 430.10%0.16%0.22%Q2 2020Q2 202310
GPS Wealth Strategies Group, LLC 730.01%0.02%0.03%Q1 2021Q3 202310
Alaethes Wealth LLC 10100.12%0.16%0.19%Q2 2021Q3 202310
Tillar-Wenstrup Advisors, LLC 10102.09%2.38%2.73%Q3 2016Q4 201810
Kelman-Lazarov, Inc. 10100.22%0.24%0.27%Q1 2016Q2 201810
PRENTISS SMITH & CO INC 10100.01%0.02%0.02%Q4 2014Q1 201710
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
PRW Wealth Management LLC 710.03%0.40%2.15%Q4 2018Q3 202310
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q2 202310
Activest Wealth Management 910.12%0.21%0.79%Q1 2021Q3 202310
Wealthfront Advisers LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.09%0.12%0.17%Q4 2020Q1 202310
Sowell Financial Services LLC 710.06%0.12%0.22%Q4 2018Q1 202310
Canvas Wealth Advisors, LLC 10100.09%0.14%0.22%Q2 2021Q3 202310
PSI Advisors, LLC 910.00%0.03%0.04%Q4 2019Q3 202310
NVWM, LLC 910.02%0.02%0.02%Q4 2020Q3 202310
Calamos Wealth Management LLC 730.02%0.02%0.03%Q1 2021Q3 202310
Planned Solutions, Inc. 710.13%0.16%0.20%Q3 2020Q2 202310
Pathway Financial Advisors LLC 10100.04%0.14%0.28%Q4 2017Q1 202010
Goldstein Munger & Associates 10101.66%2.00%2.37%Q2 2020Q3 202210
Advisors Preferred, LLC 320.01%0.06%0.13%Q4 2013Q3 202010
COMERICA SECURITIES INC 820.18%0.53%0.69%Q2 2016Q4 201810
First Bancorp, Inc /ME/ 910.25%0.28%0.30%Q1 2021Q3 202310
Wagner Wealth Management, LLC 640.05%0.11%0.19%Q4 2017Q1 202210
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
Savant Capital, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Grace Capital 910.49%0.88%1.98%Q1 2019Q3 202110
Brown Advisory Securities, LLC 10100.06%0.07%0.09%Q3 2016Q4 201810
MYCIO WEALTH PARTNERS, LLC 730.00%0.01%0.02%Q1 2015Q4 201910
MATHER GROUP, LLC. 730.01%0.79%3.25%Q4 2015Q3 202310
First Personal Financial Services 10100.02%0.02%0.02%Q2 2021Q3 202310
Linscomb & Williams, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
Columbia Asset Management 640.05%0.08%0.10%Q1 2021Q3 202310
United Asset Strategies, Inc. 910.02%0.05%0.06%Q4 2018Q4 202110
PRUDENTIAL PLC 640.01%0.03%0.11%Q2 2018Q3 202210
Lehman & Derafelo Financial Resources LLC 620.01%0.01%0.02%Q3 2019Q3 202210
Pensionmark Financial Group, LLC 910.06%0.08%0.12%Q1 2020Q4 202210
GREAT VALLEY ADVISOR GROUP, INC. 10100.02%0.05%0.12%Q2 2021Q3 202310
Greenline Partners, LLC 10100.00%0.13%0.38%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.12%0.20%0.25%Q1 2021Q3 202310
ARROW FINANCIAL CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Noven Financial Group, Inc. 10100.17%0.76%1.56%Q4 2017Q1 202010
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Pflug Koory, LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Weatherstone Capital Management 730.18%1.62%3.94%Q1 2014Q1 201910
Pinnacle Family Advisors, LLC 610.17%0.87%3.24%Q1 2017Q3 202310
Tatro Capital, LLC 10103.06%5.70%9.22%Q4 2019Q1 202210
KMG FIDUCIARY PARTNERS, LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q2 2015Q4 201910
Asset Planning Services, Ltd. 10100.01%0.01%0.01%Q2 2017Q3 201910
Lumature Wealth Partners, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
WESTPORT RESOURCES MANAGEMENT INC 10100.01%0.48%0.93%Q2 2014Q3 201610
MGO ONE SEVEN LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
BANK OF NOVA SCOTIA 990.00%0.01%0.01%Q3 2021Q3 20239
Edge Wealth Management LLC 990.01%0.01%0.01%Q4 2019Q4 20219
SNS Financial Group, LLC 540.02%0.03%0.03%Q2 2021Q3 20239
JB Capital LLC 990.02%0.03%0.04%Q3 2021Q3 20239
EXCHANGE TRADED CONCEPTS, LLC 510.02%1.53%4.63%Q2 2020Q3 20239
PENOBSCOT WEALTH MANAGEMENT 991.66%2.14%2.48%Q3 2021Q3 20239
PARTNERS CAPITAL INVESTMENT GROUP, LLP 990.34%0.97%1.82%Q1 2020Q1 20229
Summit Asset Management, LLC 990.08%0.09%0.10%Q3 2021Q3 20239
Evanson Asset Management, LLC 990.02%0.03%0.04%Q2 2021Q2 20239
Meridian Wealth Management, LLC 630.03%0.35%1.44%Q4 2018Q3 20239
STEPH & CO 990.03%0.03%0.04%Q4 2019Q4 20219
FRG Family Wealth Advisors LLC 990.11%0.30%0.49%Q3 2021Q3 20239
TrinityPoint Wealth, LLC 990.05%0.07%0.08%Q3 2021Q3 20239
Resource Management, LLC 990.03%0.05%0.06%Q4 2019Q4 20219
Dentgroup LLC 990.78%0.97%1.24%Q4 2021Q4 20239
PATHSTONE FAMILY OFFICE, LLC 510.00%0.07%0.46%Q1 2020Q3 20239
GYL FINANCIAL SYNERGIES, LLC 990.29%2.53%7.34%Q3 2021Q3 20239
HRT FINANCIAL LP 410.02%0.06%0.18%Q1 2018Q3 20239
ROOSEVELT INVESTMENT GROUP LLC 810.07%0.20%0.29%Q2 2017Q4 20199
Polianta Ltd 411.82%3.17%4.04%Q1 2018Q1 20239
High Net Worth Advisory Group LLC 990.50%0.54%0.58%Q4 2021Q4 20239
Clearstead Advisors, LLC 990.00%0.07%0.29%Q3 2021Q3 20239
Virtu KCG Holdings LLC 310.00%0.03%0.08%Q3 2013Q2 20179
Stonebridge Financial Planning Group, LLC 990.02%0.03%0.04%Q4 2019Q4 20219
Vigilant Capital Management, LLC 510.00%0.01%0.01%Q1 2015Q3 20229
American Money Management, LLC 990.13%0.14%0.15%Q3 2021Q3 20239
Goodwin Investment Advisory 990.01%0.02%0.15%Q4 2020Q4 20229
Timber Hill LLC 810.00%0.01%0.03%Q3 2015Q4 20179
Insight Advisors, LLC/ PA 990.05%0.07%0.09%Q3 2021Q3 20239
Colonial River Wealth Management, LLC 990.13%0.25%0.84%Q4 2020Q4 20229
VESTOR CAPITAL, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.13%0.16%0.20%Q3 2021Q3 20239
Stanford Investment Group, Inc. 990.01%0.01%0.01%Q4 2014Q4 20169
ROCKLAND TRUST CO 420.01%0.01%0.02%Q4 2020Q3 20239
Merit Financial Group, LLC 810.01%0.03%0.08%Q4 2017Q3 20239
Roundview Capital LLC 990.05%0.05%0.05%Q3 2021Q3 20239
Kavar Capital Partners, LLC 310.06%0.10%0.17%Q4 2013Q2 20199
American Financial Network Advisory Services LLC 990.03%1.05%2.32%Q3 2017Q3 20199
Bremer Bank National Association 990.11%0.16%0.19%Q1 2019Q1 20219
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 810.02%0.03%0.06%Q3 2020Q4 20229
DIXON HUBARD FEINOUR & BROWN INC/VA 810.17%0.28%0.34%Q3 2013Q3 20179
Professional Financial Advisors, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Vectors Research Management, LLC 710.00%0.02%0.03%Q4 2018Q2 20229
Texas Yale Capital Corp. 990.02%0.03%0.04%Q3 2013Q3 20159
Harfst & Associates, Inc. 990.02%0.28%0.45%Q2 2015Q2 20179
MILLIE CAPITAL MANAGEMENT, LLC 990.21%0.41%0.56%Q4 2014Q4 20169
Ruggie Capital Group 540.04%1.94%3.48%Q4 2014Q1 20179
SECURITY NATIONAL BANK OF SO DAK 990.59%0.76%1.13%Q4 2016Q4 20189
Founders Capital Management 990.03%0.06%0.11%Q4 2021Q4 20239
Syverson Strege & Co 990.02%0.04%0.06%Q1 2021Q1 20239
Bouchey Financial Group Ltd 810.11%3.07%4.24%Q3 2016Q4 20199
VERUS CAPITAL PARTNERS, LLC 720.04%0.10%0.18%Q4 2019Q3 20239
Onyx Bridge Wealth Group LLC 990.14%0.57%1.88%Q3 2021Q3 20239
CALIBER WEALTH MANAGEMENT, LLC 990.59%1.25%1.91%Q4 2020Q4 20229
FLAGSTAR ADVISORS INC 990.42%0.62%0.77%Q3 2021Q3 20239
NewEdge Wealth, LLC 880.06%0.12%0.14%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.76%0.82%0.92%Q4 2021Q3 20238
HB Wealth Management, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
ROPES WEALTH ADVISORS LLC 880.02%0.03%0.06%Q1 2019Q4 20208
Capital Analysts, LLC 610.00%0.21%0.35%Q1 2016Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 880.47%0.96%1.29%Q4 2021Q3 20238
FOREFRONT WEALTH MANAGEMENT INC. 880.74%0.85%0.92%Q4 2021Q3 20238
Bank Pictet & Cie (Europe) AG 710.03%0.08%0.41%Q3 2015Q3 20188
NorthCrest Asset Manangement, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Stadion Money Management, LLC 710.08%0.35%1.00%Q4 2013Q1 20178
Autumn Glory Partners, LLC 880.50%1.36%1.97%Q4 2021Q3 20238
PGIM Custom Harvest LLC 443.23%6.24%10.45%Q4 2020Q3 20238
ASSETMARK, INC 210.00%0.00%0.00%Q1 2017Q1 20238
TD Waterhouse Canada Inc. 880.08%0.11%0.15%Q4 2021Q3 20238
WESTWOOD HOLDINGS GROUP INC 410.00%0.00%0.00%Q1 2016Q2 20208
MARSHALL WACE, LLP 510.00%0.01%0.02%Q3 2019Q3 20238
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 881.04%1.95%2.63%Q4 2016Q3 20188
Integrated Wealth Management 710.04%0.05%0.07%Q1 2015Q1 20178
Byrne Asset Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
WFA Asset Management Corp 880.14%0.16%0.17%Q4 2021Q3 20238
Polaris Wealth Advisory Group, LLC 440.01%0.26%1.04%Q2 2013Q4 20188
GOFEN & GLOSSBERG LLC /IL/ 880.01%0.01%0.01%Q1 2021Q4 20228
BOENNING & SCATTERGOOD, INC. 880.04%0.04%0.05%Q1 2021Q4 20228
Taylor & Morgan Wealth Management, LLC 880.18%0.22%0.26%Q4 2021Q3 20238
Financial Services Advisory Inc 880.75%5.80%38.56%Q4 2019Q3 20218
BHF RG Capital Inc. 880.15%0.22%0.30%Q4 2019Q3 20218
NCM Capital Management, LLC 881.37%1.49%2.04%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.90%1.90%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 881.66%1.79%1.93%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.06%0.07%0.08%Q4 2021Q3 20238
Old Port Advisors 880.13%0.20%0.25%Q1 2021Q4 20228
Eagle Strategies LLC 880.18%0.48%0.73%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.22%0.24%0.26%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.37%0.44%0.48%Q4 2021Q3 20238
CBIZ Investment Advisory Services, LLC 880.00%0.00%0.01%Q4 2019Q3 20218
SUMITOMO MITSUI FINANCIAL GROUP, INC. 710.01%0.07%0.10%Q1 2018Q3 20238
Bedel Financial Consulting, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
HOWE & RUSLING INC 610.00%0.01%0.01%Q1 2018Q3 20238
WEST BANCORPORATION INC 440.10%0.13%0.16%Q4 2019Q3 20228
Lindbrook Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.03%0.05%Q4 2021Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 620.02%0.06%0.10%Q1 2020Q1 20238
Kellett Wealth Advisors, LLC 880.47%0.63%0.86%Q4 2021Q3 20238
InterOcean Capital Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.12%0.14%0.17%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.02%0.02%0.03%Q4 2021Q3 20238
Bay Harbor Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Poehling Capital Management, INC. 530.05%0.18%0.57%Q4 2017Q1 20218
Congress Wealth Management LLC / DE / 880.39%0.49%0.55%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 881.81%2.89%4.09%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.13%0.16%0.20%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.18%0.38%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.04%0.06%0.07%Q4 2021Q3 20238
City State Bank 880.66%0.84%0.96%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.05%Q4 2021Q3 20238
LFA - Lugano Financial Advisors SA 510.03%0.16%0.51%Q2 2018Q3 20238
Modera Wealth Management, LLC 710.01%0.02%0.04%Q1 2018Q3 20238
Executive Wealth Management, LLC 530.01%0.03%0.06%Q4 2018Q4 20218
Campbell Wealth Management 880.06%0.08%0.09%Q2 2019Q1 20218
BLB&B Advisors, LLC 510.02%0.04%0.04%Q4 2017Q3 20238
NORWOOD FINANCIAL CORP 880.34%0.37%0.39%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.14%0.17%0.19%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 880.08%0.14%0.42%Q4 2021Q3 20238
Foundations Investment Advisors, LLC 320.05%1.06%7.78%Q2 2020Q3 20238
SVB WEALTH LLC 880.01%0.05%0.08%Q4 2019Q3 20218
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.23%0.81%2.43%Q4 2021Q3 20238
PFS Partners, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.06%0.07%0.07%Q4 2021Q3 20238
WADDELL & ASSOCIATES, LLC 610.03%0.04%0.06%Q3 2020Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Pariax, LLC 885.49%8.25%13.52%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.01%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 881.33%3.14%4.60%Q4 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 510.83%1.14%2.17%Q4 2019Q3 20238
Warwick Investment Management, Inc. 880.08%0.10%0.12%Q4 2021Q3 20238
CUE ADVISORY SERVICES, INC. 880.28%0.32%0.36%Q4 2016Q3 20188
Leo H. Evart, Inc. 882.95%3.61%4.48%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
WEALTHSPAN PARTNERS, LLC 880.65%0.80%1.00%Q4 2021Q3 20238
Truvestments Capital LLC 320.01%0.09%0.33%Q2 2018Q3 20238
Retirement Planning Co of New England, Inc. 880.45%0.61%0.69%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.55%0.56%0.60%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 880.01%0.02%0.02%Q4 2021Q3 20238
Tranquilli Financial Advisor LLC 611.18%2.86%3.52%Q4 2020Q3 20238
AVAII WEALTH MANAGEMENT, LLC 880.27%0.35%0.42%Q4 2021Q3 20238
Csenge Advisory Group 210.03%0.20%0.54%Q3 2017Q3 20238
EUDAIMONIA ADVISORS LLC 880.56%0.65%0.86%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.02%0.75%0.89%Q2 2018Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.02%0.02%Q2 2013Q1 20158
Collaborative Wealth Managment Inc. 610.34%0.47%0.55%Q1 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 885.55%6.46%7.49%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Schwab Charitable Fund 880.31%0.39%0.59%Q4 2017Q3 20198
PICTET ASSET MANAGEMENT SA 610.00%0.00%0.00%Q3 2021Q2 20237
InterOcean Capital, LLC 770.03%0.03%0.03%Q1 2018Q3 20197
Smith, Salley & Associates 430.02%0.02%0.02%Q2 2021Q2 20237
Beacon Capital Management, LLC 770.13%0.16%0.20%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.38%0.49%0.58%Q4 2019Q2 20217
Carolina Wealth Advisors, LLC 610.01%0.01%0.01%Q4 2019Q1 20227
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
Cribstone Capital Management, LLC 610.00%0.06%0.08%Q2 2016Q1 20207
ESG Planning 770.34%2.88%5.34%Q1 2022Q3 20237
SYM FINANCIAL Corp 770.00%0.00%0.01%Q1 2022Q3 20237
First Heartland Consultants, Inc. 610.01%0.03%0.04%Q2 2013Q4 20217
FirstPurpose Wealth LLC 520.12%0.15%0.26%Q4 2021Q3 20237
Strategic Blueprint, LLC 210.01%0.02%0.03%Q3 2019Q3 20237
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q2 2021Q3 20237
ROBSHAW & JULIAN ASSOCIATES INC 770.18%0.24%0.47%Q4 2015Q2 20177
TCF National Bank 770.06%0.06%0.07%Q3 2019Q1 20217
Chemistry Wealth Management LLC 770.11%0.12%0.14%Q1 2022Q3 20237
Comprehensive Financial Consultants Institutional, Inc. 770.17%0.19%0.22%Q1 2022Q3 20237
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.02%0.03%Q3 2019Q1 20217
Ascent Group, LLC 770.03%0.16%0.49%Q4 2021Q2 20237
Prime Capital Investment Advisors, LLC 610.01%0.02%0.04%Q2 2020Q3 20237
Kingsview Wealth Management, LLC 520.01%0.01%0.01%Q3 2021Q2 20237
HORIZON BANCORP INC /IN/ 410.09%0.26%0.43%Q4 2019Q3 20237
American Trust 770.04%0.07%0.11%Q1 2022Q3 20237
DCM Advisors, LLC 520.06%0.12%0.16%Q3 2021Q3 20237
New Perspectives, Inc 770.44%0.50%0.56%Q2 2021Q4 20227
StoneX Group Inc. 610.04%0.06%0.14%Q4 2019Q4 20217
Tyler-Stone Wealth Management 520.19%0.22%0.24%Q4 2021Q3 20237
MCDONALD PARTNERS LLC 770.07%0.46%2.70%Q4 2020Q2 20227
Blackston Financial Advisory Group, LLC 771.29%1.44%1.61%Q4 2021Q2 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.02%0.06%Q4 2020Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.05%0.06%Q2 2013Q4 20147
Kalos Management, Inc. 610.09%0.77%1.44%Q4 2015Q2 20237
Litman Gregory Wealth Management LLC 770.13%0.20%0.27%Q3 2017Q1 20197
Confluence Wealth Services, Inc. 610.04%0.07%0.10%Q4 2021Q3 20237
Smithfield Trust Co 770.00%0.00%0.00%Q4 2013Q2 20157
HAZLETT, BURT & WATSON, INC. 770.17%0.19%0.21%Q1 2022Q3 20237
MEEDER ASSET MANAGEMENT INC 610.00%0.01%0.02%Q4 2018Q3 20227
Vontobel Holding Ltd. 770.00%0.01%0.01%Q1 2022Q3 20237
U.S. Capital Wealth Advisors, LLC 410.01%0.01%0.02%Q3 2021Q3 20237
FUKOKU MUTUAL LIFE INSURANCE Co 610.11%0.93%1.86%Q3 2014Q4 20167
Private Vista, LLC 770.08%0.09%0.10%Q1 2018Q3 20197
Consolidated Investment Group LLC 770.33%0.35%0.38%Q2 2014Q4 20157
Horizons Wealth Management 770.01%0.01%0.01%Q2 2022Q4 20237
Farmers & Merchants Trust Co of Long Beach 770.09%0.10%0.11%Q4 2019Q2 20217
Edge Advisors, LLC 770.05%0.06%0.06%Q4 2016Q2 20187
NEIRG Wealth Management, LLC 772.16%2.83%4.13%Q4 2021Q2 20237
Athena Investment Management 770.29%0.32%0.45%Q1 2022Q3 20237
Redwood Financial Network Corp 770.56%0.97%1.17%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.06%0.08%0.10%Q1 2022Q3 20237
MinichMacGregor Wealth Management, LLC 430.01%0.07%0.15%Q4 2015Q3 20237
Intelligence Driven Advisers, LLC 430.04%0.13%0.50%Q4 2020Q3 20227
Southern Farm Bureau Life Insurance 770.04%0.05%0.06%Q4 2020Q2 20227
Weaver Consulting Group 770.04%0.08%0.10%Q1 2019Q3 20207
BREMER TRUST NATIONAL ASSOCIATION 770.12%0.15%0.16%Q2 2017Q4 20187
Klingman & Associates, LLC 770.03%0.04%0.05%Q1 2015Q3 20167
LifePro Asset Management 520.09%0.13%0.27%Q4 2020Q3 20237
ASB Consultores, LLC 611.32%2.80%3.42%Q4 2021Q3 20237
WealthPLAN Partners, LLC 210.00%0.10%0.27%Q1 2015Q2 20237
Bradley & Co. Private Wealth Management, LLC 770.00%0.02%0.04%Q1 2021Q3 20227
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 770.01%0.01%0.01%Q4 2020Q2 20227
RGT Wealth Advisors, LLC 770.14%0.28%0.46%Q3 2016Q1 20187
Rockbridge Investment Management, LCC 770.01%0.02%0.02%Q2 2020Q4 20217
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.02%0.02%0.02%Q3 2020Q3 20237
Wealth Management Solutions, LLC 772.21%5.34%7.82%Q1 2022Q3 20237
GREYSTONE INVESTMENT MANAGEMENT LLC 770.18%0.19%0.21%Q2 2017Q4 20187
TWIN FOCUS CAPITAL PARTNERS, LLC 770.87%0.96%1.05%Q1 2022Q3 20237
Samalin Investment Counsel, LLC 410.04%0.14%0.19%Q4 2019Q1 20237
Financial Partners Group, Inc 610.05%0.21%0.32%Q4 2017Q3 20237
PERRITT CAPITAL MANAGEMENT INC 770.48%0.62%0.79%Q1 2015Q3 20167
FIRST NATIONAL TRUST CO 770.02%0.02%0.03%Q2 2018Q4 20197
KAYS FINANCIAL ADVISORY CORP /ADV 430.04%0.06%0.07%Q1 2017Q3 20197
Nvest Financial, LLC 771.50%2.19%2.54%Q1 2022Q3 20237
MTM Investment Management, LLC 610.02%0.02%0.02%Q1 2021Q4 20227
ICA Group Wealth Management, LLC 770.31%0.33%0.36%Q1 2022Q3 20237
One Charles Private Wealth Services, LLC 610.16%0.31%0.57%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.15%0.18%0.24%Q1 2022Q3 20237
Peloton Wealth Strategists 510.09%0.25%0.64%Q2 2014Q1 20177
Bridgewater Advisors Inc. 660.08%0.12%0.19%Q1 2021Q2 20226
SIMON QUICK ADVISORS, LLC 420.01%0.02%0.03%Q1 2018Q1 20216
Capstone Triton Financial Group, LLC 661.06%1.12%1.18%Q2 2022Q3 20236
BCM ADVISORS, LLC 660.09%6.06%7.61%Q2 2022Q3 20236
Roger Wittlin Investment Advisory, LLC 420.17%0.41%0.50%Q1 2022Q3 20236
Pinnacle Wealth Management Advisory Group, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
SPINNAKER TRUST 660.02%0.02%0.02%Q2 2022Q3 20236
AIRE ADVISORS, LLC 660.10%0.29%0.50%Q4 2021Q1 20236
RETIREMENT DESIGN & MANAGEMENT INC /ADV 661.02%3.48%5.71%Q4 2014Q1 20166
UBS AG 660.05%0.05%0.06%Q2 2013Q3 20146
Global Financial Private Capital, Inc 660.01%0.01%0.01%Q4 2017Q1 20196
McAdam, LLC 330.00%0.01%0.03%Q1 2018Q3 20236
Meridian Wealth Partners, LLC 660.04%0.05%0.06%Q4 2019Q1 20216
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.01%1.61%2.94%Q2 2022Q3 20236
Moisand Fitzgerald Tamayo, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
WESPAC Advisors, LLC 510.15%0.84%1.21%Q2 2013Q4 20146
Atlas Private Wealth Advisors 660.01%0.02%0.02%Q2 2020Q3 20216
Lansing Street Advisors 660.64%1.60%2.40%Q1 2022Q2 20236
Price Wealth, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Procyon Advisors, LLC 330.00%0.03%0.06%Q4 2019Q2 20226
MOLLER WEALTH PARTNERS 660.08%0.08%0.09%Q2 2022Q3 20236
Wallington Asset Management, LLC 660.00%0.03%0.18%Q3 2020Q4 20216
CJM Wealth Advisers, Ltd. 660.16%0.24%0.34%Q4 2021Q1 20236
First American Bank 420.02%0.02%0.03%Q2 2016Q4 20176
Partnervest Advisory Services LLC 510.03%0.05%0.16%Q2 2013Q1 20196
Bellwether Advisors, LLC 660.01%2.83%4.67%Q1 2022Q2 20236
MARINO, STRAM & ASSOCIATES LLC 660.13%0.22%0.28%Q4 2017Q1 20196
Banque Cantonale Vaudoise 660.01%0.01%0.01%Q2 2022Q3 20236
Heritage Trust Co 660.03%0.04%0.04%Q3 2017Q4 20186
BTS Asset Management, Inc. 420.10%0.35%1.14%Q1 2022Q3 20236
FIRST NATIONAL BANK SIOUX FALLS 660.13%0.14%0.15%Q2 2015Q3 20166
Freestone Capital Holdings, LLC 310.00%0.01%0.01%Q3 2018Q3 20236
Moors & Cabot, Inc. 510.02%0.02%0.04%Q1 2020Q4 20216
Atlas Private Wealth Management, LLC 660.02%0.03%0.03%Q4 2019Q1 20216
Haverford Trust Co 330.00%0.00%0.01%Q2 2021Q3 20236
Migdal Insurance & Financial Holdings Ltd. 410.01%0.40%0.52%Q2 2019Q4 20216
MONETA GROUP INVESTMENT ADVISORS LLC 420.01%0.01%0.02%Q1 2021Q3 20236
WOODWARD DIVERSIFIED CAPITAL, LLC 510.67%0.76%0.90%Q4 2020Q4 20226
Stonehage Fleming Financial Services Holdings Ltd 660.04%0.08%0.12%Q2 2022Q3 20236
Howard Capital Management Inc. 660.13%0.61%1.80%Q4 2017Q1 20196
Checchi Capital Advisers, LLC 660.06%0.08%0.10%Q2 2022Q3 20236
Beta Wealth Group, Inc. 661.43%2.37%3.38%Q2 2022Q3 20236
IBERIABANK CORP 510.03%0.05%0.06%Q4 2017Q2 20196
COMPASS FINANCIAL ADVISORS LLC 660.69%0.89%1.00%Q4 2021Q1 20236
Riggs Asset Managment Co. Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Kinloch Capital, LLC 410.03%2.03%4.79%Q4 2020Q4 20226
Centric Wealth Management 660.08%0.09%0.11%Q2 2022Q3 20236
Clark Capital Management Group, Inc. 210.10%0.20%0.41%Q3 2017Q4 20226
CNB Bank 410.00%0.00%0.01%Q1 2020Q3 20236
Freedman Financial Associates, Inc. 660.01%0.01%0.02%Q4 2020Q1 20226
Somerset Trust Co 310.00%0.04%0.09%Q1 2017Q1 20236
FIRST TRUST ADVISORS LP 660.00%0.00%0.00%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.01%0.01%Q3 2017Q4 20186
Steigerwald, Gordon & Koch Inc. 510.03%0.03%0.04%Q2 2021Q4 20226
Coston, McIsaac & Partners 660.01%0.01%0.01%Q2 2022Q3 20236
GREAT WEST LIFE ASSURANCE CO /CAN/ 660.00%0.00%0.00%Q1 2014Q2 20156
Level Financial Advisors 660.02%0.03%0.03%Q2 2022Q3 20236
BHF Kleinwort Benson Group S.A. 660.02%0.03%0.04%Q2 2014Q3 20156
OXFORD FINANCIAL GROUP, LTD. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Investors Capital Advisory Services 660.04%0.05%0.06%Q1 2015Q2 20166
Householder Group Estate & Retirement Specialist, LLC 410.12%0.23%0.34%Q4 2021Q3 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
Joule Financial, LLC 660.64%1.81%2.96%Q2 2022Q3 20236
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 420.01%0.06%0.16%Q4 2016Q3 20236
Obsidian Personal Planning Solutions LLC 661.86%3.10%3.75%Q2 2022Q3 20236
Journey Advisory Group, LLC 660.07%0.09%0.11%Q2 2022Q3 20236
EMFO, LLC 660.04%0.04%0.05%Q2 2021Q3 20226
Jaffetilchin Investment Partners, LLC 510.07%0.20%0.42%Q3 2017Q1 20196
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 410.05%0.07%0.13%Q4 2017Q4 20195
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.02%0.05%Q1 2018Q1 20195
Kerntke Otto McGlone Wealth Management Group 550.22%1.87%2.85%Q2 2020Q2 20215
BB&T INVESTMENT SERVICES, INC. 550.05%0.08%0.15%Q4 2016Q4 20175
TITLEIST CAPITAL, LLC 550.55%0.59%0.64%Q4 2021Q4 20225
Capital Bank & Trust Co 550.00%0.00%0.00%Q3 2017Q3 20185
PARK NATIONAL CORP /OH/ 550.28%0.30%0.32%Q4 2022Q4 20235
Golden State Wealth Management, LLC 310.04%0.08%0.13%Q1 2019Q1 20225
Global Wealth Strategies & Associates 550.09%0.15%0.20%Q4 2022Q4 20235
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.03%Q3 2019Q3 20235
Bangor Savings Bank 550.01%0.01%0.01%Q2 2022Q2 20235
MKT Advisors LLC 550.15%0.22%0.27%Q4 2021Q4 20225
Hoover Financial Advisors, Inc. 550.04%0.05%0.07%Q2 2020Q2 20215
NIEMANN CAPITAL MANAGEMENT INC 411.21%2.00%2.37%Q2 2013Q2 20205
Claybrook Capital, LLC 550.02%0.10%0.29%Q4 2017Q4 20185
FLOW TRADERS U.S. LLC 310.00%0.04%0.12%Q4 2016Q3 20215
Baker Avenue Asset Management, LP 550.00%0.02%0.05%Q3 2022Q3 20235
Emery Howard Portfolio Management, Inc. 550.04%0.06%0.07%Q4 2020Q4 20215
Stratos Wealth Advisors, LLC 410.06%0.12%0.16%Q4 2018Q1 20205
McGuire Investment Group, LLC 550.05%0.06%0.06%Q3 2022Q3 20235
Marcum Wealth, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Paradigm Capital Management, LLC/NV 554.22%4.56%5.51%Q4 2021Q4 20225
TORONTO DOMINION BANK 550.00%0.00%0.01%Q3 2020Q3 20215
Nadler Financial Group, Inc. 310.10%0.11%0.12%Q2 2015Q4 20205
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Sargent Investment Group, LLC 320.05%0.07%0.08%Q2 2022Q3 20235
Strategic Asset Management, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
Claraphi Advisory Network, LLC 410.01%0.25%0.36%Q4 2017Q1 20205
BUCKINGHAM STRATEGIC PARTNERS, LLC 410.02%0.02%0.03%Q1 2022Q3 20235
SMITH HAYES Advisers, Inc 320.04%0.05%0.06%Q4 2014Q1 20165
Wedmont Private Capital 550.03%0.04%0.04%Q3 2022Q3 20235
Compass Financial Group, INC/SD 550.08%0.11%0.13%Q4 2022Q4 20235
WILLIAMS JONES & ASSOCIATES LLC 550.01%0.01%0.02%Q2 2018Q2 20195
Apexium Financial, LP 550.05%0.06%0.07%Q3 2022Q3 20235
Placemark Investments, Inc. 550.00%0.01%0.01%Q4 2013Q4 20145
ATHERTON LANE ADVISERS, LLC 410.02%0.02%0.03%Q3 2014Q4 20155
Crescent Capital Consulting, LLC 550.64%0.98%1.20%Q4 2020Q4 20215
Fort Point Capital Partners LLC 550.23%0.39%0.47%Q1 2022Q1 20235
RVW Wealth, LLC 550.03%0.03%0.04%Q4 2022Q4 20235
Domani Wealth, LLC 550.12%0.13%0.14%Q3 2015Q3 20165
Laurel Wealth Advisors, Inc. 550.69%0.85%0.93%Q4 2021Q4 20225
Vivaldi Capital Management LP 550.06%0.09%0.14%Q3 2022Q3 20235
FIRST NIAGARA BANK 550.32%0.39%0.45%Q2 2015Q2 20165
Benchmark Investment Advisors LLC 550.21%0.22%0.24%Q2 2022Q2 20235
COMMUNITY BANK SYSTEM, INC. 550.00%0.00%0.01%Q2 2013Q2 20145
Harrison & Co Wealth Management, LLC 551.22%1.26%1.30%Q4 2021Q4 20225
Clarkston Capital Partners, LLC 410.00%0.00%0.01%Q1 2021Q4 20225
MPS Loria Financial Planners, LLC 410.01%0.03%0.08%Q2 2017Q1 20215
Cassady Schiller Wealth Management, LLC 410.05%0.07%0.11%Q4 2021Q3 20235
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.00%Q2 2016Q1 20215
National Wealth Management Group, LLC 550.32%0.62%1.48%Q4 2021Q4 20225
Watermark Asset Management, Inc. 550.01%0.01%0.01%Q1 2017Q1 20185
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 410.00%0.00%0.00%Q2 2019Q3 20205
Argentus Capital Management, LLC 550.05%0.06%0.08%Q3 2015Q3 20165
Regent Peak Wealth Advisors LLC 410.02%0.06%0.07%Q4 2020Q3 20235
Parkside Financial Bank & Trust 550.02%0.03%0.03%Q3 2022Q3 20235
Overbrook Management Corp 320.05%0.05%0.06%Q4 2021Q1 20235
FineMark National Bank & Trust 320.01%0.01%0.02%Q2 2020Q3 20215
Secrest Blakey & Associates, LLC 550.17%0.18%0.19%Q4 2017Q4 20185
WFA of San Diego, LLC 210.00%0.04%0.06%Q4 2020Q3 20235
O'Dell Group, LLC 320.00%0.03%0.07%Q3 2021Q3 20235
Resolute Advisors LLC 550.01%0.02%0.03%Q3 2021Q3 20225
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.02%0.02%0.02%Q3 2020Q3 20215
JMG Financial Group, Ltd. 550.01%0.02%0.03%Q2 2022Q2 20235
Financial Gravity Asset Management, Inc. 310.00%0.12%0.60%Q3 2018Q2 20235
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Clarus Wealth Advisors 550.04%0.06%0.10%Q2 2018Q2 20195
COHEN LAWRENCE B 310.09%0.14%0.22%Q4 2019Q4 20215
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 550.00%0.00%0.00%Q4 2016Q4 20175
ANCORA FAMILY WEALTH ADVISORS, LLC 550.27%0.30%0.33%Q3 2015Q3 20165
Lenox Wealth Advisors, LLC 410.00%0.00%0.00%Q1 2016Q1 20195
BARRETT & COMPANY, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
FIRST MIDWEST BANK TRUST DIVISION 440.31%0.37%0.39%Q3 2018Q2 20194
LEVEL FOUR FINANCIAL, LLC 440.26%0.28%0.29%Q4 2020Q3 20214
Frontier Wealth Management LLC 440.00%0.01%0.02%Q3 2021Q2 20224
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.22%0.25%0.28%Q4 2022Q3 20234
Verdence Capital Advisors LLC 440.06%0.07%0.09%Q4 2022Q3 20234
US FINANCIAL ADVISORS, LLC 310.01%2.21%4.68%Q4 2015Q4 20204
Progressive Investment Management Corp 440.05%0.05%0.06%Q4 2022Q3 20234
CABANA LLC 313.44%7.81%11.45%Q2 2020Q1 20224
Bleakley Financial Group, LLC 440.22%0.28%0.32%Q4 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.01%0.02%Q2 2013Q4 20194
Compass Advisory Group LLC 440.12%0.80%2.85%Q4 2022Q3 20234
Sharper & Granite LLC 443.58%4.06%4.79%Q4 2022Q3 20234
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
HOLDERNESS INVESTMENTS CO 310.07%0.09%0.10%Q1 2022Q3 20234
LITTLE HOUSE CAPITAL LLC 440.17%0.20%0.23%Q4 2018Q3 20194
Analyst IMS Investment Management Services Ltd. 440.03%0.03%0.04%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.06%0.13%0.17%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.20%0.21%0.24%Q4 2022Q3 20234
FCG ADVISORS, LLC 310.08%0.73%0.99%Q1 2016Q2 20174
Integrity Advisory, LLC 440.24%0.26%0.29%Q1 2022Q4 20224
Peregrine Asset Advisers, Inc. 210.13%1.99%6.02%Q1 2015Q3 20234
Red Cedar Capital, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Vertex Planning Partners, LLC 440.11%0.12%0.12%Q4 2022Q3 20234
Paragon Capital Management Ltd 440.11%0.12%0.12%Q3 2020Q2 20214
Prostatis Group LLC 440.14%0.21%0.34%Q3 2022Q2 20234
Moneda S.A. Administradora General de Fondos 440.63%1.34%2.62%Q4 2019Q3 20204
Owen LaRue, LLC 440.24%0.26%0.27%Q4 2022Q3 20234
Gerber Kawasaki Wealth & Investment Management 220.01%0.02%0.02%Q3 2021Q1 20234
CHAPIN DAVIS, INC. 440.11%0.13%0.16%Q4 2022Q3 20234
ADE, LLC 440.04%0.05%0.05%Q4 2020Q3 20214
ARMSTRONG ADVISORY GROUP, INC 444.78%5.69%7.38%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 443.42%3.62%4.05%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Cooper Financial Group 310.06%0.07%0.08%Q4 2020Q1 20234
GeoWealth Management, LLC 310.00%0.08%0.29%Q3 2020Q1 20224
Arlington Partners LLC 310.00%0.04%0.07%Q4 2019Q2 20234
Baystate Wealth Management LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Alta Wealth Advisors LLC 440.35%0.40%0.48%Q4 2022Q3 20234
Live Oak Investment Partners 441.07%1.19%1.36%Q4 2022Q3 20234
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q4 2013Q4 20214
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.57%0.60%0.67%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.02%0.04%Q4 2021Q1 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.09%0.13%0.23%Q4 2022Q3 20234
RKL Wealth Management LLC 210.03%0.06%0.15%Q3 2015Q4 20224
Y.D. More Investments Ltd 440.02%0.03%0.03%Q4 2022Q3 20234
Smith Anglin Financial, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Coombe, Bender & Co LLC 440.11%0.15%0.18%Q4 2022Q3 20234
MAGNOLIA CAPITAL MANAGEMENT LTD 440.15%0.15%0.16%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.52%1.08%2.46%Q4 2022Q3 20234
Holloway Wealth Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
CIC Wealth, LLC 440.80%0.88%1.00%Q4 2022Q3 20234
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q2 2018Q2 20224
First Command Advisory Services, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
FULTON BREAKEFIELD BROENNIMAN LLC 440.02%0.02%0.02%Q1 2022Q4 20224
J.P. Turner & Co Capital Mnagement, LLC 440.26%0.28%0.30%Q4 2014Q3 20154
Vista Private Wealth Partners. LLC 440.43%0.46%0.49%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.22%0.24%0.25%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.09%0.10%0.10%Q4 2022Q3 20234
Itau Unibanco Holding S.A. 440.00%0.30%0.48%Q3 2016Q2 20174
Fermata Advisors, LLC 440.09%0.12%0.20%Q2 2021Q1 20224
BASSO CAPITAL MANAGEMENT, L.P. 440.25%0.52%0.83%Q4 2022Q3 20234
Capital Advisors, Ltd. LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Avestar Capital, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 440.97%1.10%1.39%Q4 2022Q3 20234
Atlas Financial Advisors, Inc. 440.35%0.36%0.38%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
McGlone Suttner Wealth Management, Inc. 440.27%0.37%0.57%Q4 2022Q3 20234
Transform Wealth, LLC 440.47%0.73%1.10%Q1 2020Q4 20204
Ignite Planners, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
TRANSCEND CAPITAL ADVISORS, LLC 210.02%0.09%0.18%Q4 2019Q4 20224
Cassaday & Co Wealth Management LLC 440.09%0.09%0.10%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.13%0.20%0.41%Q4 2022Q3 20234
DUNCKER STREETT & CO INC 440.01%0.01%0.01%Q2 2016Q1 20174
Olistico Wealth, LLC 441.39%1.50%1.62%Q4 2022Q3 20234
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
ALPINE WOODS CAPITAL INVESTORS, LLC 440.08%0.08%0.08%Q2 2017Q1 20184
BOSTON PRIVATE BANK & TRUST CO 310.00%0.00%0.00%Q1 2014Q1 20154
DRW Securities, LLC 440.09%0.27%0.44%Q2 2013Q1 20144
CORA CAPITAL ADVISORS LLC 442.58%4.61%9.74%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.02%0.02%0.03%Q4 2022Q3 20234
Financial Freedom, LLC 441.68%1.76%1.85%Q4 2022Q3 20234
High Falls Advisors, Inc 210.03%0.04%0.06%Q4 2015Q1 20224
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.06%0.11%0.18%Q2 2022Q1 20234
KENNEDY INVESTMENT GROUP 440.23%0.27%0.36%Q4 2022Q3 20234
Homrich & Berg 440.03%0.03%0.03%Q4 2020Q3 20214
Elite Wealth Management, Inc. 440.03%0.41%0.59%Q4 2013Q3 20144
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
RMR Wealth Builders 310.01%0.05%0.07%Q1 2021Q3 20234
Essential Planning, LLC. 440.37%0.52%0.87%Q4 2022Q3 20234
Annapolis Financial Services, LLC 310.00%0.00%0.01%Q4 2021Q3 20234
Sovereign Financial Group, Inc. 440.15%0.17%0.19%Q4 2020Q3 20214
Wealth Quarterback LLC 220.02%0.02%0.03%Q4 2019Q3 20214
Narus Financial Partners, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Prudence Investment Management (Hong Kong) Ltd. 440.12%0.23%0.43%Q4 2021Q3 20224
OAK HILL WEALTH ADVISORS, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.13%0.14%0.16%Q4 2022Q3 20234
HF Advisory Group, LLC 440.33%0.45%0.57%Q4 2022Q3 20234
WELCH & FORBES LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Samson Capital Advisors LLC 440.13%0.22%0.26%Q4 2014Q3 20154
Antonetti Capital Management LLC 310.08%0.10%0.12%Q2 2010Q1 20224
Pension Partners, LLC 311.12%1.79%2.28%Q1 2016Q1 20174
Bridgewealth Advisory Group, LLC 440.28%0.41%0.52%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.05%0.07%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.02%0.04%Q4 2021Q4 20224
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Colony Family Offices, LLC 440.49%0.64%1.02%Q2 2022Q1 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
Scissortail Wealth Management, LLC 110.07%0.09%0.14%Q4 2021Q4 20223
Strategic Investment Solutions, Inc. /IL 330.03%0.07%0.14%Q1 2023Q3 20233
KMS FINANCIAL SERVICES, INC 330.06%0.06%0.06%Q1 2014Q3 20143
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fort Sheridan Advisors LLC 330.08%0.08%0.08%Q1 2021Q3 20213
Gotham Asset Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Virtu Financial LLC 110.01%0.03%0.04%Q2 2013Q1 20183
Summit Wealth Group, LLC 330.41%2.28%4.41%Q1 2023Q3 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 330.20%0.24%0.28%Q1 2015Q3 20153
SMITH, MOORE & CO. 330.03%0.03%0.03%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 330.43%0.45%0.46%Q1 2023Q3 20233
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2016Q4 20163
Strategies Wealth Advisors, LLC 330.08%0.09%0.10%Q4 2021Q2 20223
Guidant Wealth Advisors 330.20%0.21%0.21%Q1 2019Q3 20193
WBI INVESTMENTS, LLC 330.04%0.05%0.07%Q3 2021Q1 20223
DAVIS R M INC 330.01%0.01%0.01%Q2 2020Q4 20203
Sutton Wealth Advisors Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Square, LLC 330.19%0.20%0.20%Q4 2022Q2 20233
Keel Point, LLC 330.05%0.05%0.05%Q2 2022Q4 20223
FIRST COMMUNITY TRUST NA 330.06%0.07%0.08%Q4 2021Q2 20223
MARVIN & PALMER ASSOCIATES INC 332.77%2.82%2.89%Q3 2018Q1 20193
Douglass Winthrop Advisors, LLC 210.01%0.03%0.04%Q1 2015Q4 20193
Tortoise Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.00%0.04%0.06%Q4 2022Q3 20233
FOSTER & MOTLEY INC 330.06%0.06%0.06%Q2 2015Q4 20153
Independence Advisors, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
FIRST HAWAIIAN BANK 330.01%0.01%0.01%Q3 2018Q1 20193
CABOT WEALTH MANAGEMENT INC 330.42%0.66%0.80%Q4 2016Q2 20173
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q4 20203
Glass Jacobson Investment Advisors llc 210.12%0.13%0.13%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 332.67%2.88%3.14%Q1 2023Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 210.00%0.13%0.19%Q2 2017Q3 20233
Coppell Advisory Solutions LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Bridgewater Wealth & Financial Management, LLC 330.42%0.44%0.46%Q1 2016Q3 20163
TD Capital Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NWAM LLC 110.02%0.02%0.02%Q4 2021Q4 20223
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
Laurel Wealth Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
FDx Advisors, Inc. 110.01%0.01%0.02%Q3 2017Q4 20213
USA FINANCIAL FORMULAS 210.04%0.05%0.08%Q1 2015Q2 20183
Grant Street Asset Management, Inc. 210.01%0.04%0.09%Q4 2020Q3 20233
1776 Wealth LLC 330.01%0.02%0.03%Q4 2019Q2 20203
RPG Investment Advisory, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Main Management ETF Advisors, LLC 330.03%4.45%6.68%Q1 2023Q3 20233
Royal Capital Wealth Management, LLC 330.24%0.25%0.26%Q1 2023Q3 20233
Hardy Reed LLC 330.04%0.04%0.04%Q4 2022Q2 20233
TimeScale Financial, Inc. 210.00%0.00%0.01%Q2 2019Q3 20203
PFG Investments, LLC 330.14%0.16%0.18%Q1 2023Q3 20233
Y-Intercept (Hong Kong) Ltd 210.04%0.07%0.12%Q2 2021Q4 20223
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Tevis Investment Management 330.01%0.01%0.01%Q4 2021Q2 20223
Black Swift Group, LLC 332.94%8.12%13.86%Q4 2018Q2 20193
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.15%0.23%Q4 2021Q3 20233
Alpha Cubed Investments, LLC 210.02%0.02%0.02%Q2 2022Q1 20233
Cadence Bank 330.04%0.08%0.09%Q2 2020Q4 20203
PALLADIUM PARTNERS LLC 110.01%0.01%0.01%Q1 2014Q4 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.11%0.12%0.12%Q4 2017Q3 20183
PCA Investment Advisory Services Inc. 330.40%0.45%0.47%Q1 2023Q3 20233
Surevest, LLC 210.00%0.17%0.34%Q4 2018Q3 20223
Cape Investment Advisory, Inc. 330.00%0.02%0.06%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 330.42%0.45%0.49%Q1 2023Q3 20233
Pictet North America Advisors SA 330.02%0.03%0.03%Q4 2021Q2 20223
Index Management Solutions, LLC 330.26%1.20%1.80%Q4 2014Q2 20153
COMMERZBANK AKTIENGESELLSCHAFT /FI 210.00%0.01%0.02%Q3 2016Q4 20173
SWEENEY & MICHEL, LLC 330.13%0.17%0.24%Q1 2023Q3 20233
Marks Group Wealth Management, Inc 330.03%0.03%0.03%Q2 2022Q4 20223
Valentine Capital Asset Management, Inc. 330.16%0.17%0.18%Q2 2013Q4 20133
PACIFIC CAPITAL WEALTH ADVISORS, INC 330.35%0.37%0.38%Q1 2023Q3 20233
BIP Wealth, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.01%Q3 2020Q1 20213
V Wealth Advisors LLC 330.20%0.38%0.48%Q4 2022Q2 20233
Cheviot Value Management, LLC 330.16%0.20%0.26%Q1 2018Q3 20183
Ifrah Financial Services, Inc. 330.14%0.14%0.15%Q2 2022Q4 20223
Cypress Wealth Advisors LLC 330.14%0.23%0.41%Q4 2016Q2 20173
Leonard Rickey Investment Advisors P.L.L.C. 330.17%0.22%0.24%Q4 2018Q2 20193
Essex Savings Bank 330.03%0.03%0.04%Q4 2018Q2 20193
Wolf Group Capital Advisors 330.10%0.17%0.20%Q2 2022Q4 20223
BEL AIR INVESTMENT ADVISORS LLC 210.07%0.10%0.12%Q2 2013Q2 20213
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.01%0.01%0.01%Q3 2018Q1 20193
Lee Financial Co 330.01%0.01%0.01%Q1 2023Q3 20233
Foresight Wealth Management, LLC 330.12%0.16%0.20%Q1 2020Q3 20203
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
EXANE DERIVATIVES 210.03%0.04%0.05%Q2 2021Q1 20223
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.01%0.01%Q1 2023Q3 20233
Castleview Partners, LLC 210.02%0.05%0.10%Q2 2021Q2 20223
TITLEIST ASSET MANAGEMENT, LLC 330.55%0.60%0.65%Q1 2023Q3 20233
SHINE INVESTMENT ADVISORY SERVICES INC 330.01%0.01%0.02%Q1 2020Q3 20203
ETRADE Capital Management LLC 330.00%0.01%0.01%Q1 2020Q3 20203
Novak Financial Planning, LLC 331.15%1.21%1.26%Q4 2020Q2 20213
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q1 2021Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
UMB Bank, n.a. 210.00%0.00%0.00%Q3 2022Q3 20233
Strategic Capital Alternatives LLC 210.02%0.02%0.02%Q3 2014Q3 20153
Acropolis Investment Management, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
Titus Wealth Management 330.10%0.10%0.11%Q3 2021Q1 20223
Tradewinds Capital Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ADAMSBROWN WEALTH CONSULTANTS LLC 330.19%0.24%0.28%Q4 2021Q2 20223
SP Asset Management LLC 330.16%0.32%0.58%Q1 2023Q3 20233
CMC Financial Group 220.25%0.30%0.34%Q1 2019Q2 20192
Idaho Trust Bank 221.12%1.21%1.30%Q2 2023Q3 20232
Avalon Investment & Advisory 220.02%0.02%0.02%Q4 2022Q1 20232
Taikang Asset Management (Hong Kong) Co Ltd 220.07%0.19%0.30%Q4 2017Q1 20182
DT Investment Partners, LLC 220.06%0.08%0.10%Q4 2019Q1 20202
Israel Discount Bank of New York 220.01%0.01%0.01%Q4 2018Q1 20192
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Hochman Cole Investment Advisors, Inc. 220.10%0.10%0.10%Q4 2020Q1 20212
Lee Financial Group Hawaii, Inc. 220.18%0.24%0.29%Q3 2020Q4 20202
Cardinal Point Wealth Management Partners, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Meeder Advisory Services, Inc. 220.04%0.04%0.05%Q4 2022Q1 20232
Cable Hill Partners, LLC 220.02%0.02%0.03%Q4 2018Q1 20192
Independent Advisor Alliance 110.07%0.15%0.24%Q1 2017Q4 20192
EFG Asset Management (Americas) Corp. 220.01%0.01%0.01%Q4 2014Q1 20152
INTEGRAL INVESTMENT ADVISORS, INC. 221.52%2.49%3.46%Q2 2022Q3 20222
EXCELSIA, INC. 223.15%4.45%5.76%Q1 2015Q2 20152
SILVERLAKE WEALTH MANAGEMENT LLC 220.25%0.25%0.25%Q2 2023Q3 20232
Retireful, LLC 220.86%1.62%2.39%Q2 2023Q3 20232
MADDEN SECURITIES Corp 110.10%0.10%0.10%Q4 2021Q4 20222
Zurcher Kantonalbank (Zurich Cantonalbank) 110.08%0.11%0.14%Q1 2015Q1 20162
Weitz Investment Management 220.01%0.01%0.01%Q4 2016Q1 20172
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Estate Counselors, LLC 220.32%0.76%1.20%Q3 2015Q4 20152
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2021Q1 20222
M Holdings Securities, Inc. 110.03%0.03%0.04%Q3 2014Q1 20212
Mariner Wealth Advisors-Cincinnati, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
True Capital Management 220.86%0.96%1.06%Q4 2022Q1 20232
AMERICAN ASSET MANAGEMENT INC. 110.01%0.02%0.02%Q3 2014Q3 20152
Total Clarity Wealth Management, Inc. 110.00%0.01%0.03%Q4 2021Q2 20222
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
JEPPSON WEALTH MANAGEMENT, LLC 110.10%0.11%0.13%Q3 2020Q4 20212
BBR PARTNERS, LLC 110.02%0.02%0.03%Q4 2019Q2 20202
Red Tortoise LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WCG Wealth Advisors LLC 110.03%0.14%0.24%Q3 2022Q3 20232
Values Added Financial LLC 220.43%0.45%0.46%Q2 2023Q3 20232
LS Investment Advisors, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
OLIO Financial Planning 220.12%0.14%0.16%Q4 2021Q1 20222
Mayflower Financial Advisors, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Clear Perspective Advisors, LLC 220.54%0.54%0.54%Q3 2018Q4 20182
Headlands Technologies LLC 110.00%0.01%0.01%Q4 2022Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.05%0.05%0.06%Q4 2014Q1 20152
Argent Trust Co 220.02%0.02%0.02%Q4 2020Q1 20212
WealthBridge Capital Management, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
BerganKDV Wealth Management, LLC 110.00%0.02%0.03%Q2 2020Q2 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
WC Walker & Associates, Inc. 220.10%0.10%0.11%Q4 2021Q1 20222
CWH Capital Management, Inc. 223.44%3.65%3.87%Q4 2018Q1 20192
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
FISCHER INVESTMENT STRATEGIES, LLC 224.58%4.61%4.65%Q2 2023Q3 20232
Ashford Advisors, LLC 220.46%0.53%0.60%Q4 2022Q1 20232
ADVISOR PARTNERS II, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
GSA CAPITAL PARTNERS LLP 220.08%0.15%0.23%Q1 2023Q2 20232
Retirement Planning Group, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Walker Financial Services, Inc. 221.66%1.88%2.10%Q1 2022Q2 20222
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20202
Ferris Capital, LLC 110.02%0.02%0.02%Q2 2017Q1 20182
Davis Capital Management 220.26%0.26%0.26%Q1 2020Q2 20202
First National Bank of Mount Dora, Trust Investment Services 220.07%0.07%0.07%Q2 2023Q3 20232
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q4 2019Q1 20202
Bryn Mawr Capital Management, LLC 220.19%0.20%0.20%Q2 2018Q3 20182
Kathmere Capital Management, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
INVESTMENT HOUSE LLC 220.06%0.06%0.06%Q4 2016Q1 20172
Parametrica Management Ltd 222.18%3.00%3.82%Q2 2023Q3 20232
PALISADE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q4 2022Q2 20232
180 WEALTH ADVISORS, LLC 220.04%0.05%0.05%Q1 2022Q2 20222
MERITAGE PORTFOLIO MANAGEMENT 110.05%0.27%0.49%Q3 2022Q2 20232
GoalVest Advisory LLC 110.00%0.06%0.12%Q1 2022Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.08%0.12%0.16%Q2 2023Q3 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q1 2022Q2 20222
BENNETT SELBY INVESTMENTS LP 110.16%0.18%0.21%Q1 2022Q4 20222
Marks Wealth, LLC 110.25%6.10%11.95%Q3 2021Q1 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
FENIMORE ASSET MANAGEMENT INC 220.01%0.01%0.01%Q3 2015Q4 20152
GRIFFIN ASSET MANAGEMENT, INC. 110.02%0.03%0.03%Q2 2019Q2 20202
MDE Group 220.05%0.05%0.06%Q4 2014Q1 20152
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
LAZARI CAPITAL MANAGEMENT, INC. 220.13%0.13%0.13%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 110.02%0.03%0.04%Q4 2019Q3 20212
Jackson Hole Capital Partners, LLC 220.15%0.16%0.17%Q1 2019Q2 20192
GIRARD SECURITIES, INC. 220.20%0.21%0.22%Q4 2015Q1 20162
Covenant Multifamily Offices, LLC 224.03%4.20%4.38%Q4 2018Q1 20192
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.11%0.19%Q4 2020Q3 20222
Concord Wealth Partners 220.00%0.00%0.00%Q2 2023Q3 20232
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Capital Wealth Planning, LLC 110.06%0.06%0.06%Q3 2019Q1 20202
Ken Stern & Associates, Inc. 223.55%3.69%3.83%Q2 2016Q3 20162
Avidian Wealth Solutions, LLC 220.02%0.02%0.03%Q3 2021Q4 20212
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Steinberg Global Asset Management 220.04%0.04%0.04%Q4 2018Q1 20192
SageView Advisory Group, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
JANUS HENDERSON INVESTORS US LLC 110.01%0.01%0.02%Q4 2015Q4 20162
Hamilton Wealth, LLC 220.39%0.43%0.48%Q4 2018Q1 20192
Covestor Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Aspen Wealth Strategies, LLC 220.24%0.29%0.34%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Oak Harvest Investment Services 220.10%0.12%0.14%Q2 2023Q3 20232
JOHN G ULLMAN & ASSOCIATES INC 220.04%0.04%0.04%Q3 2020Q4 20202
Windsor Advisory Group, LLC 220.62%0.72%0.83%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.03%Q2 2013Q3 20132
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q3 2022Q3 20232
Camelot Portfolios, LLC 220.51%0.53%0.54%Q4 2021Q1 20222
Maryland Capital Management 110.02%0.03%0.03%Q4 2016Q4 20192
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20232
Buck Wealth Strategies, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Reynolds Investment Management, Inc. 220.80%0.85%0.89%Q1 2022Q2 20222
Lourd Capital, LLC 220.05%0.08%0.10%Q4 2015Q1 20162
Oak Point Wealth Management 220.03%0.10%0.16%Q4 2017Q1 20182
MANNING & NAPIER ADVISORS LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Legacy Financial Strategies, LLC 220.45%0.47%0.49%Q4 2017Q1 20182
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AUGUSTINE ASSET MANAGEMENT INC 110.09%0.10%0.11%Q4 2022Q2 20232
Smart Portfolios, LLC 220.26%0.26%0.27%Q2 2020Q3 20202
Cresta Advisors, Ltd. 220.36%0.41%0.46%Q3 2022Q4 20222
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q2 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GUYASUTA INVESTMENT ADVISORS INC 110.01%0.04%0.06%Q2 2020Q4 20212
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
FourThought Financial, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Integer Wealth Advisors Group LLC 220.26%0.59%0.92%Q4 2019Q1 20202
First Allied Asset Management, Inc. 221.30%1.34%1.39%Q3 2013Q4 20132
Taconic Capital Advisors LP 220.06%0.09%0.12%Q2 2023Q3 20232
Cardinal Point Capital Management ULC 110.07%0.07%0.07%Q4 2022Q2 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.29%0.32%0.36%Q4 2022Q3 20232
Sandy Cove Advisors, LLC 220.09%0.10%0.10%Q4 2021Q1 20222
ROTHSCHILD INVESTMENT LLC /IL 220.02%0.02%0.02%Q2 2023Q3 20232
PagnatoKarp Partners LLC 110.20%0.24%0.27%Q3 2017Q3 20182
ELM ADVISORS, LLC 110.07%0.08%0.08%Q3 2018Q4 20202
Bristol County Savings Bank 220.46%0.49%0.52%Q3 2017Q4 20172
Soltis Investment Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
IronBridge Private Wealth, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Coho Partners, Ltd. 110.03%0.03%0.03%Q4 2019Q4 20191
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Insight Folios Inc 110.24%0.24%0.24%Q4 2019Q4 20191
Graypoint LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Bridgeworth, LLC 110.43%0.43%0.43%Q4 2016Q4 20161
RFG HOLDINGS, INC. 112.66%2.66%2.66%Q4 2020Q4 20201
MGO Private Wealth, LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Briaud Financial Planning, Inc 110.14%0.14%0.14%Q3 2023Q3 20231
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q4 2018Q4 20181
Farther Finance Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2016Q2 20161
ZEVIN ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
LMCG INVESTMENTS, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Detalus Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
PATTON ALBERTSON MILLER GROUP, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Verition Fund Management LLC 110.04%0.04%0.04%Q3 2013Q3 20131
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
Newman Dignan & Sheerar, Inc. 110.14%0.14%0.14%Q4 2015Q4 20151
Hefty Wealth Partners 110.70%0.70%0.70%Q1 2016Q1 20161
TIAA TRUST, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CONSILIO WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
J.Safra Asset Management Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.85%0.85%0.85%Q4 2017Q4 20171
Allegis Investment Advisors, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Align Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HANSEATIC MANAGEMENT SERVICES INC 110.11%0.11%0.11%Q4 2021Q4 20211
Column Capital Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
CADINHA & CO LLC 110.09%0.09%0.09%Q3 2017Q3 20171
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CITY NATIONAL BANK 110.00%0.00%0.00%Q4 2014Q4 20141
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
BERRY GROUP, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Triumph Capital Management 110.01%0.01%0.01%Q2 2022Q2 20221
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.33%0.33%0.33%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Bullseye Investment Management, LLC 113.48%3.48%3.48%Q2 2022Q2 20221
Stuart Chaussee & Associates, Inc. 1113.57%13.57%13.57%Q1 2022Q1 20221
CLEARY GULL INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SkyOak Wealth, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Tidal Investments LLC 110.02%0.02%0.02%Q2 2023Q2 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
KPP Advisory Services LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Sageworth Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
First Trust Capital Management L.P. 112.01%2.01%2.01%Q4 2017Q4 20171
Penserra Capital Management LLC 110.14%0.14%0.14%Q4 2018Q4 20181
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pointe Capital Management LLC 111.13%1.13%1.13%Q4 2016Q4 20161
CPWM, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Hills Bank & Trust Co 110.02%0.02%0.02%Q4 2022Q4 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
Rather & Kittrell, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
BANK OF THE WEST 110.05%0.05%0.05%Q4 2014Q4 20141
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Sterling Financial Planning, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
BECK CAPITAL MANAGEMENT, LLC 110.69%0.69%0.69%Q4 2022Q4 20221
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Latitude Advisors, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Robbie L. Kennerson P.A., Inc. 116.33%6.33%6.33%Q4 2022Q4 20221
Alpha Omega Wealth Management LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Highland Private Wealth Management 110.24%0.24%0.24%Q1 2018Q1 20181
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Blue Granite Capital, LLC 114.23%4.23%4.23%Q4 2017Q4 20171
Palo Capital, Inc. 110.15%0.15%0.15%Q4 2018Q4 20181
Gunma Bank,Ltd. 111.09%1.09%1.09%Q3 2022Q3 20221
NISA INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Chesley Taft & Associates LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Rise Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Aspire Private Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Rosenberg Matthew Hamilton 110.03%0.03%0.03%Q1 2023Q1 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Seascape Capital Management 111.10%1.10%1.10%Q2 2020Q2 20201
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BOS Asset Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Fountainhead AM, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Ferguson Shapiro LLC 112.58%2.58%2.58%Q1 2020Q1 20201
Mirae Asset Global Investments Co., Ltd. 110.74%0.74%0.74%Q4 2017Q4 20171
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q1 2015Q1 20151
Jump Financial, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
NEXT Financial Holdings 110.69%0.69%0.69%Q1 2019Q1 20191
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
TFO Wealth Partners, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
BSW Wealth Partners 110.09%0.09%0.09%Q1 2023Q1 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Old North State Trust, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Gould Capital, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Allen Mooney & Barnes Investment Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
HBC Financial Services, PLLC 110.02%0.02%0.02%Q1 2023Q1 20231
SIMMONS FIRST TRUST CO NA 110.08%0.08%0.08%Q4 2015Q4 20151
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
CFS Investment Advisory Services, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Connectus Wealth, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Cypress Capital, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FundX Investment Group, LLC 111.95%1.95%1.95%Q1 2014Q1 20141
RAM Investment Partners, LLC 110.09%0.09%0.09%Q4 2023Q4 20231
Cascadia Advisory Services, LLC 110.61%0.61%0.61%Q2 2020Q2 20201
Hamilton Point Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Fernwood Investment Management, LLC 110.32%0.32%0.32%Q3 2019Q3 20191
Narwhal Capital Management 110.09%0.09%0.09%Q4 2017Q4 20171
Aberdeen Wealth Management LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Ramirez Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Clear Creek Financial Management, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Ellevest, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
MONECO Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Cleary Gull Holdings Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Windsor Capital Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Bristlecone Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Yakira Capital Management, Inc. 110.25%0.25%0.25%Q1 2021Q1 20211
LJI Wealth Management, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Vident Investment Advisory, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2022Q4 20221
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Fullerton Fund Management Co Ltd. 110.39%0.39%0.39%Q2 2020Q2 20201
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.42%0.42%0.42%Q3 2022Q3 20221
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Life Planning Partners, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
Financial Consulate Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Rice Partnership, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Pekin Hardy Strauss, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
CHANNEL WEALTH LLC 110.11%0.11%0.11%Q4 2023Q4 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
Legacy Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Virtus ETF Advisers LLC 110.06%0.06%0.06%Q4 2016Q4 20161
COLUMBIA CAPITAL LLC 111.10%1.10%1.10%Q4 2014Q4 20141
Redhawk Wealth Advisors, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TIFF ADVISORY SERVICES, LLC 111.15%1.15%1.15%Q3 2017Q3 20171
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Abacus Wealth Partners, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Urban Wealth Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Ashburton (Jersey) Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
Financial Sense Advisors, Inc. 110.30%0.30%0.30%Q1 2022Q1 20221
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q4 2017Q4 20171
ROBERTSON STEPHENS ADVISORS LLC 110.89%0.89%0.89%Q4 2016Q4 20161
Visium Asset Management, LP 110.01%0.01%0.01%Q4 2015Q4 20151
1ST SOURCE BANK 110.03%0.03%0.03%Q2 2015Q2 20151
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Engrave Wealth Partners LLC 110.06%0.06%0.06%Q4 2021Q4 20211
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Fragasso Group Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
AXA S.A. 110.00%0.00%0.00%Q2 2016Q2 20161
FULTON BANK, N.A. 110.02%0.02%0.02%Q4 2023Q4 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q3 2021Q3 20211
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
AlphaStar Capital Management, LLC 110.51%0.51%0.51%Q4 2017Q4 20171
Smith Affiliated Capital Corp. 110.01%0.01%0.01%Q3 2017Q3 20171
GFS Advisors, LLC 110.42%0.42%0.42%Q4 2021Q4 20211
Godshalk Welsh Capital Management, Inc. 110.10%0.10%0.10%Q4 2014Q4 20141
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Banco BTG Pactual S.A. 110.21%0.21%0.21%Q1 2023Q1 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.02%0.02%0.02%Q3 2021Q3 20211
Cannon Global Investment Management, LLC 110.85%0.85%0.85%Q1 2021Q1 20211
Lighthouse Financial Advisors, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Trexquant Investment LP 110.12%0.12%0.12%Q1 2020Q1 20201
Revolve Wealth Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
SHAPIRO ROBERT N 110.04%0.04%0.04%Q2 2014Q2 20141
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Wealth Enhancement & Preservation of GA, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Wolff Financial Management LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Fulcrum Equity Management 110.45%0.45%0.45%Q2 2020Q2 20201
NewSquare Capital LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Curi Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LCNB CORP 110.32%0.32%0.32%Q3 2019Q3 20191
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Stearns Financial Services Group 110.00%0.00%0.00%Q4 2019Q4 20191
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Allegheny Financial Group LTD 110.16%0.16%0.16%Q3 2023Q3 20231
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q3 2019Q3 20191
FNY Investment Advisers, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
Ethos Financial Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Relyea Zuckerberg Hanson LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q1 2019Q1 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Founders Financial Alliance, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Next Level Private LLC 110.13%0.13%0.13%Q2 2022Q2 20221
TLWM 114.52%4.52%4.52%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Santori & Peters, Inc. 110.19%0.19%0.19%Q1 2019Q1 20191
PEOPLES FINANCIAL SERVICES CORP. 110.00%0.00%0.00%Q4 2018Q4 20181
Cardinal Point Wealth Management LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Stephens Consulting, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Waverly Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
COWA, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2023Q1 20231
Corbenic Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ballentine Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
PIERSHALE FINANCIAL GROUP, INC. 110.00%0.00%0.00%Q4 2015Q4 20151
Diversified, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.10%0.10%0.10%Q3 2016Q3 20161
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
ASPIRIANT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Watson Rebecca 110.07%0.07%0.07%Q2 2020Q2 20201
Elm Partners Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Wilks Brothers, LLC 110.35%0.35%0.35%Q2 2018Q2 20181
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JOYN Advisors, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SFMG, LLC 114.55%4.55%4.55%Q2 2013Q2 20131
External links

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