VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023103
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.01%Q1 2009Q3 202356
Veritable, L.P. 43430.02%0.04%0.05%Q4 2012Q2 202343
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.10%0.19%0.30%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.07%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.04%0.05%0.07%Q2 2013Q4 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.08%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.03%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
Ledyard National Bank 42420.02%0.41%1.00%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.01%0.06%0.31%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.00%0.02%0.09%Q2 2013Q3 202341
Fisher Asset Management, LLC 41410.00%0.01%0.12%Q3 2013Q3 202341
BOKF, NA 3290.01%0.02%0.03%Q2 2013Q3 202341
CIBC WORLD MARKET INC. 40400.00%0.00%0.01%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3430.00%0.01%0.04%Q2 2013Q3 202340
BAILARD, INC. 3190.11%0.44%0.80%Q3 2013Q3 202340
Creative Planning 3370.00%0.00%0.01%Q3 2013Q3 202340
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.00%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.05%0.10%Q4 2013Q3 202340
Beacon Capital Management, Inc. 40400.01%5.72%8.33%Q4 2013Q3 202340
FMR LLC 40400.00%0.00%0.00%Q4 2013Q3 202340
Madden Advisory Services, Inc. 39390.27%1.08%1.78%Q1 2014Q3 202339
LEAVELL INVESTMENT MANAGEMENT, INC. 3720.03%0.04%0.08%Q2 2010Q3 202339
Archford Capital Strategies, LLC 39390.04%0.85%2.46%Q1 2014Q3 202339
WHITTIER TRUST CO 37370.00%0.00%0.01%Q2 2013Q2 202237
Cutler Group LLC / CA 410.00%0.00%0.01%Q4 2015Q3 202337
DOWLING & YAHNKE LLC 22150.08%0.13%0.25%Q2 2013Q3 202237
STIFEL FINANCIAL CORP 3610.00%0.02%0.04%Q2 2014Q3 202337
GOLDMAN SACHS GROUP INC 3320.00%0.00%0.01%Q2 2012Q3 202337
FIDUCIARY TRUST CO 1410.01%0.01%0.03%Q2 2013Q3 202336
UBS Group AG 36360.02%0.02%0.03%Q4 2014Q3 202336
Community Bank, N.A. 36360.06%0.11%0.13%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2440.00%0.02%0.04%Q3 2013Q3 202336
WBH ADVISORY INC 3230.06%0.31%0.48%Q4 2014Q3 202335
Tower Research Capital LLC (TRC) 1320.00%0.10%0.75%Q1 2014Q3 202335
M&T BANK CORP 1730.00%0.13%0.24%Q3 2014Q3 202335
Autus Asset Management, LLC 35350.07%0.10%0.15%Q2 2014Q4 202235
Kistler-Tiffany Companies, LLC 35350.03%0.14%0.40%Q4 2014Q2 202335
Janney Montgomery Scott LLC 2870.01%0.03%0.05%Q4 2013Q3 202335
Country Club Trust Company, n.a. 3040.02%0.24%0.80%Q2 2013Q4 202134
OPPENHEIMER & CO INC 2860.01%0.02%0.07%Q2 2013Q3 202334
Koshinski Asset Management, Inc. 1660.08%0.16%0.40%Q4 2014Q3 202334
DUBUQUE BANK & TRUST CO 2130.06%0.58%1.96%Q2 2013Q4 202133
JPMORGAN CHASE & CO 3210.00%0.00%0.01%Q3 2014Q3 202333
JOHNSON INVESTMENT COUNSEL INC 3210.01%0.01%0.02%Q3 2014Q3 202333
Carroll Financial Associates, Inc. 2760.00%0.01%0.02%Q2 2013Q4 202133
Bragg Financial Advisors, Inc 2420.02%0.03%0.05%Q4 2013Q3 202333
AlphaMark Advisors, LLC 33330.01%0.02%0.07%Q3 2015Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.02%Q3 2013Q3 202332
Anchor Investment Management, LLC 32320.01%0.23%0.42%Q1 2016Q4 202332
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.01%0.03%Q4 2015Q3 202332
Manchester Capital Management LLC 32320.02%0.03%0.03%Q4 2015Q3 202332
J.P. Morgan Private Wealth Advisors LLC 31310.00%0.02%0.08%Q1 2016Q3 202331
Allworth Financial LP 2740.00%0.00%0.00%Q1 2015Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.10%Q4 2015Q3 202331
FIRST FINANCIAL CORP /IN/ 31310.01%1.07%1.87%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.02%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 2210.00%0.05%0.10%Q3 2015Q3 202331
Stratos Wealth Partners, LTD. 2830.01%0.03%0.09%Q3 2015Q3 202331
Advisory Services Network, LLC 2730.00%0.03%0.13%Q1 2016Q3 202330
Atria Investments, Inc 740.02%0.08%0.20%Q1 2014Q3 202329
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.01%0.02%Q3 2013Q2 202329
BALDWIN BROTHERS LLC/MA 29290.03%0.06%0.08%Q4 2016Q4 202329
NORTHERN TRUST CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
VANGUARD GROUP INC 2080.00%0.00%0.00%Q3 2014Q3 202128
SCOTIA CAPITAL INC. 1330.00%0.01%0.05%Q2 2015Q3 202328
JANE STREET GROUP, LLC 610.00%0.01%0.03%Q2 2014Q3 202328
IHT Wealth Management, LLC 28280.02%0.14%0.54%Q4 2016Q3 202328
Callan Capital, LLC 27270.08%0.35%0.48%Q1 2017Q3 202327
Simmons Bank 27270.04%0.06%0.07%Q1 2017Q3 202327
Exchange Capital Management, Inc. 27270.02%0.56%0.94%Q1 2017Q3 202327
DEUTSCHE BANK AG\ 1610.00%0.00%0.00%Q3 2013Q3 202327
D'Orazio & Associates, Inc. 27270.04%2.19%8.54%Q1 2017Q3 202327
First PREMIER Bank 27270.03%0.08%0.23%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.04%Q4 2016Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.01%0.03%Q1 2016Q3 202327
Parallel Advisors, LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
Founders Capital Management 13130.01%0.01%0.02%Q1 2017Q4 202326
MASSMUTUAL TRUST CO FSB/ADV 26260.05%0.21%0.28%Q3 2017Q4 202326
Institute for Wealth Management, LLC. 810.09%0.17%0.47%Q4 2013Q3 202326
BLAIR WILLIAM & CO/IL 26260.00%0.01%0.02%Q2 2017Q3 202326
D.A. DAVIDSON & CO. 1790.00%0.01%0.02%Q2 2015Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.01%0.03%0.06%Q3 2013Q4 201926
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.08%Q2 2017Q3 202326
AE Wealth Management LLC 1960.00%0.01%0.04%Q2 2017Q3 202325
Narwhal Capital Management 25250.06%0.08%0.10%Q3 2017Q3 202325
CWM, LLC 1160.00%0.00%0.02%Q1 2017Q3 202325
Avantax Planning Partners, Inc. 1960.02%0.04%0.08%Q2 2017Q3 202325
Bank of New York Mellon Corp 2140.00%0.00%0.00%Q2 2017Q3 202325
OPTIMUM INVESTMENT ADVISORS 2140.00%0.02%0.08%Q2 2014Q4 202325
First Allied Advisory Services, Inc. 1770.02%0.07%0.12%Q4 2013Q3 202024
Baird Financial Group, Inc. 24240.01%0.01%0.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.03%0.08%0.15%Q4 2017Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.00%0.00%Q3 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.02%0.18%Q4 2017Q3 202324
Rockefeller Capital Management L.P. 23230.01%0.04%0.07%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.05%0.18%0.69%Q1 2018Q3 202323
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 23230.04%0.09%0.12%Q3 2015Q1 202123
KCM INVESTMENT ADVISORS LLC 23230.03%0.44%0.72%Q1 2018Q3 202323
PINNACLE ASSOCIATES LTD 23230.02%0.04%0.05%Q1 2018Q3 202323
Cetera Advisors LLC 1410.01%0.03%0.10%Q4 2013Q3 202323
Sigma Planning Corp 1240.01%0.02%0.03%Q1 2017Q3 202323
CREDIT SUISSE AG/ 1010.00%0.00%0.01%Q1 2014Q3 202322
NEXT Financial Group, Inc 1410.00%0.23%0.70%Q3 2014Q4 202122
Chevy Chase Trust Holdings, LLC 1120.00%0.00%0.01%Q4 2015Q1 202222
Advisors Capital Management, LLC 1480.02%0.03%0.04%Q1 2018Q3 202322
SYM FINANCIAL Corp 22220.04%0.08%0.10%Q2 2018Q3 202322
Mariner, LLC 1340.00%0.02%0.04%Q2 2016Q3 202322
Citadel Advisors 810.00%0.00%0.00%Q4 2014Q3 202322
CHATHAM CAPITAL GROUP, INC. 11110.12%0.30%0.89%Q2 2013Q3 202322
RAND WEALTH, LLC 22221.17%1.39%1.83%Q2 2013Q3 201822
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1920.00%0.01%0.02%Q2 2018Q3 202321
ASSET ADVISORS CORP 21210.15%0.22%0.24%Q2 2013Q2 201821
Steward Partners Investment Advisory, LLC 1830.00%0.02%0.07%Q1 2018Q3 202321
COMERICA BANK 910.00%0.00%0.01%Q3 2013Q3 202321
Asset Advisors Investment Management, LLC 21210.07%0.11%0.16%Q3 2018Q3 202321
Lee Financial Co 21210.00%0.00%0.00%Q3 2018Q3 202321
B. Riley Wealth Advisors, Inc. 1310.00%0.02%0.06%Q2 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.05%0.09%Q3 2018Q3 202321
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1210.00%0.00%0.00%Q3 2016Q4 202220
Bray Capital Advisors 20200.13%0.27%0.44%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.23%0.34%0.44%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.25%1.94%3.65%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20200.28%0.57%1.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
FinTrust Capital Advisors, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.04%0.05%Q4 2018Q3 202320
Bison Wealth, LLC 1110.03%0.19%0.44%Q2 2015Q2 202220
Capital Investment Advisory Services, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Sargent Bickham Lagudis LLC 19190.00%0.00%0.01%Q1 2016Q3 202019
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
STEPHENS INC /AR/ 1110.00%0.01%0.01%Q2 2018Q2 202319
Harfst & Associates, Inc. 1270.07%0.20%0.37%Q1 2017Q1 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FIRST MANHATTAN CO. LLC. 1450.00%0.00%0.00%Q4 2016Q3 202219
BB&T SECURITIES, LLC 1720.00%0.02%0.04%Q3 2013Q3 201919
Kovitz Investment Group Partners, LLC 19190.02%0.11%0.17%Q1 2019Q3 202319
GLENMEDE TRUST CO NA 1610.00%0.00%0.00%Q4 2017Q3 202319
Spearhead Capital Advisors, LLC 18180.06%0.41%3.67%Q1 2018Q2 202218
BESSEMER GROUP INC 1210.00%0.00%0.00%Q1 2014Q3 202318
Waldron Private Wealth LLC 1420.02%0.13%0.27%Q4 2015Q3 202318
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
RiverFront Investment Group, LLC 1350.01%0.50%2.26%Q4 2008Q4 201318
NOMURA ASSET MANAGEMENT CO LTD 730.00%0.00%0.02%Q2 2017Q3 202318
DAVENPORT & Co LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Wealthcare Advisory Partners LLC 910.00%0.01%0.03%Q1 2018Q3 202318
TRAIN BABCOCK ADVISORS LLC 1710.52%0.74%1.03%Q2 2013Q4 201718
Western Wealth Management, LLC 850.04%0.06%0.07%Q4 2018Q3 202318
Raab & Moskowitz Asset Management LLC 1170.09%0.12%0.14%Q2 2018Q3 202318
SouthState Corp 990.00%0.02%0.05%Q2 2013Q3 202318
BANK HAPOALIM BM 1250.05%0.51%1.78%Q1 2014Q3 202317
Jacobi Capital Management LLC 1430.00%0.01%0.02%Q3 2016Q1 202117
Trinity Legacy Partners, LLC 1340.11%0.35%1.07%Q1 2019Q3 202317
LAZARD ASSET MANAGEMENT LLC 1430.00%0.00%0.01%Q2 2019Q3 202317
Glassman Wealth Services 1250.01%0.26%0.42%Q1 2016Q1 202117
Snowden Capital Advisors LLC 980.00%0.04%0.06%Q2 2019Q3 202317
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
Neuberger Berman Group LLC 1520.00%0.00%0.00%Q4 2017Q3 202317
Meristem Family Wealth, LLC 17170.09%0.14%0.17%Q1 2018Q1 202217
Dougherty Wealth Advisers LLC 17170.01%0.05%0.10%Q4 2018Q4 202217
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.00%Q3 2016Q3 202017
Asset Dedication, LLC 1610.00%0.00%0.01%Q4 2015Q3 202117
Stonebridge Financial Planning Group, LLC 16160.18%0.28%0.34%Q4 2019Q3 202316
Williams Jones Wealth Management, LLC. 1330.00%0.01%0.01%Q3 2019Q3 202316
CALTON & ASSOCIATES, INC. 1510.00%0.23%0.51%Q4 2017Q2 202316
WFG Advisors, LP 16160.00%0.00%0.00%Q3 2013Q2 201716
Laidlaw Wealth Management LLC 16160.10%0.27%0.53%Q4 2019Q3 202316
Cetera Advisor Networks LLC 1110.00%0.06%0.12%Q4 2017Q3 202316
Keebeck Wealth Management, LLC 16160.65%0.92%1.80%Q4 2019Q3 202316
CONSOLIDATED CAPITAL MANAGEMENT, LLC 16160.37%0.70%1.01%Q1 2017Q4 202016
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Cranbrook Wealth Management, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.02%0.03%0.05%Q3 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.09%0.12%0.14%Q4 2019Q3 202316
Archer Investment Corp 16160.02%0.03%0.03%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.95%1.42%2.01%Q4 2019Q3 202316
WEDBUSH SECURITIES INC 16160.01%0.02%0.03%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16160.12%1.24%2.12%Q4 2019Q3 202316
JANUS HENDERSON GROUP PLC 970.00%0.00%0.00%Q3 2017Q2 202216
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 16160.15%0.28%0.38%Q3 2016Q2 202016
PICTET ASSET MANAGEMENT LTD 1110.00%0.01%0.06%Q3 2016Q2 202116
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.01%0.06%Q4 2019Q3 202316
Lido Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.09%0.16%0.29%Q4 2018Q3 202216
Axiom Financial Strategies, LLC 15151.08%1.88%2.57%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.07%0.12%0.20%Q4 2019Q3 202315
HYMAN CHARLES D 1410.02%0.02%0.03%Q4 2019Q3 202315
BOSTON FAMILY OFFICE LLC 15150.03%0.04%0.06%Q2 2016Q4 201915
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.09%0.24%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.03%0.06%0.09%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.39%0.44%0.50%Q1 2020Q3 202315
BARCLAYS PLC 15150.00%0.00%0.00%Q1 2018Q3 202115
USAdvisors Wealth Management, LLC 15150.20%0.63%1.15%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.04%0.09%Q2 2016Q4 201915
Salomon & Ludwin, LLC 15150.43%0.50%0.56%Q1 2020Q3 202315
Hirtle Callaghan & Co LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
FINANCIAL CONSULATE, INC 1210.10%0.12%0.14%Q4 2019Q3 202314
OneDigital Investment Advisors LLC 1130.00%0.01%0.02%Q4 2017Q3 202314
Wealth Alliance 14140.06%0.09%0.11%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.02%0.46%0.90%Q4 2019Q3 202314
55I, LLC 14140.08%0.36%1.09%Q2 2019Q3 202214
FIFTH THIRD SECURITIES, INC. 14140.05%0.38%2.91%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.02%0.03%Q2 2019Q3 202214
PEAPACK GLADSTONE FINANCIAL CORP 14140.02%0.02%0.02%Q2 2013Q3 201614
CX Institutional 810.00%0.15%0.43%Q2 2018Q3 202314
Endurance Wealth Management, Inc. 14140.02%0.03%0.04%Q2 2015Q3 201814
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.03%0.04%0.06%Q2 2020Q3 202314
Personal Capital Advisors Corp 950.00%0.04%0.07%Q4 2018Q4 202214
WATERS PARKERSON & CO., LLC 1310.02%0.02%0.02%Q4 2019Q3 202314
BAROMETER CAPITAL MANAGEMENT INC. 510.09%0.22%0.35%Q4 2013Q3 202314
Clearstead Advisors, LLC 14140.00%0.02%0.07%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14140.69%1.39%2.14%Q2 2020Q3 202314
WEALTH ADVISORS, INC. 1310.10%0.22%0.30%Q4 2019Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.01%0.01%Q1 2020Q2 202314
Concert Wealth Management Inc. 14140.04%0.10%0.16%Q2 2013Q3 201614
Allen Investment Management, LLC 13130.02%0.04%0.08%Q2 2016Q2 201913
Sterling Investment Advisors, Ltd. 13130.01%0.01%0.02%Q2 2019Q2 202213
MinichMacGregor Wealth Management, LLC 13130.97%1.07%1.15%Q3 2020Q3 202313
BURNEY CO/ 920.01%0.03%0.04%Q2 2013Q3 202013
Sandy Spring Bank 1110.00%0.00%0.01%Q2 2017Q3 202313
MONETA GROUP INVESTMENT ADVISORS LLC 1120.01%0.02%0.04%Q2 2018Q3 202313
Realta Investment Advisors 520.00%0.03%0.14%Q1 2019Q3 202313
Affiance Financial, LLC 13130.01%0.01%0.02%Q4 2019Q4 202213
NORTHERN CAPITAL MANAGEMENT LLC 13130.35%0.73%1.16%Q4 2015Q4 201813
SG Americas Securities, LLC 710.00%0.01%0.02%Q2 2014Q3 201813
Robertson Stephens Wealth Management, LLC 13130.12%0.17%0.26%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
Key FInancial Inc 1210.07%0.10%0.13%Q1 2020Q3 202313
PRUDENTIAL FINANCIAL INC 13130.00%0.03%0.18%Q2 2020Q2 202313
Wealthspire Advisors, L.P. 850.00%0.00%0.00%Q4 2015Q1 201913
Gradient Investments LLC 1110.00%0.00%0.00%Q3 2016Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.02%0.04%Q3 2020Q3 202313
IBERIABANK CORP 13130.06%0.09%0.20%Q4 2016Q4 201913
SUNTRUST BANKS INC 13130.00%0.00%0.01%Q3 2016Q3 201913
ProVise Management Group, LLC 1210.03%0.06%0.33%Q4 2015Q3 202313
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q3 202313
tru Independence LLC 910.16%0.41%0.96%Q4 2019Q3 202313
Equitable Holdings, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Winfield Associates, Inc. 12120.01%0.01%0.01%Q1 2015Q4 201712
RBA Wealth Management, LLC 840.29%0.32%0.35%Q1 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.74%0.92%1.16%Q4 2020Q3 202312
Montis Financial, LLC 12120.20%0.23%0.30%Q4 2020Q3 202312
Spruce Investment Advisors LLC 12120.09%2.22%5.68%Q4 2014Q3 201712
HOLLENCREST CAPITAL MANAGEMENT 12120.05%1.27%2.26%Q4 2013Q3 201612
UBS ASSET MANAGEMENT AMERICAS INC 1110.00%0.00%0.00%Q1 2017Q3 202312
Visionary Asset Management, Inc. 930.19%0.91%1.11%Q4 2014Q3 201812
Advisory Alpha, LLC 1020.00%0.31%1.06%Q2 2015Q3 201812
RESOURCES MANAGEMENT CORP /CT/ /ADV 12120.00%0.00%0.02%Q2 2020Q1 202312
Cetera Investment Advisers 12120.01%0.06%0.11%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
SONATA CAPITAL GROUP INC 12120.21%0.34%0.47%Q4 2020Q3 202312
PATTEN & PATTEN INC/TN 660.02%0.03%0.04%Q3 2018Q1 202212
Meridian Wealth Advisors, LLC 1110.03%0.20%0.41%Q4 2018Q3 202312
Cadent Capital Advisors, LLC 12122.33%2.65%3.66%Q4 2020Q3 202312
TCI Wealth Advisors, Inc. 840.00%0.00%0.01%Q2 2019Q1 202312
COLLECTIVE FAMILY OFFICE LLC 12120.27%0.42%0.54%Q4 2020Q3 202312
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.01%Q2 2013Q4 201812
Bluesphere Advisors, LLC 12120.19%0.27%0.41%Q4 2020Q3 202312
Pinnacle Bancorp, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 12120.05%0.05%0.07%Q4 2020Q3 202312
Krilogy Financial LLC 1110.00%0.01%0.01%Q3 2015Q3 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Independence Bank of Kentucky 12120.02%0.04%0.06%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12122.40%2.91%3.22%Q4 2020Q3 202312
Prospera Financial Services Inc 1110.01%0.05%0.09%Q3 2020Q3 202312
MARINER INDEPENDENT ADVISOR NETWORK, LLC 720.04%0.18%0.50%Q1 2017Q1 202011
Game Plan Financial Advisors, LLC 920.54%0.62%0.74%Q4 2019Q4 202211
McAdam, LLC 410.02%0.03%0.07%Q1 2018Q3 202311
Sierra Capital LLC 11110.35%0.38%0.44%Q1 2021Q3 202311
Mission Creek Capital Partners, Inc. 11110.04%0.07%0.11%Q1 2021Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 11110.00%0.01%0.08%Q1 2018Q3 202011
Chicago Partners Investment Group LLC 650.00%0.00%0.00%Q4 2015Q3 201811
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
EXCHANGE TRADED CONCEPTS, LLC 710.02%0.38%2.58%Q3 2020Q4 202311
Bard Financial Services, Inc. 11110.02%0.02%0.03%Q4 2020Q2 202311
First Horizon Advisors, Inc. 620.00%0.00%0.00%Q3 2018Q3 202311
CT Financial Advisors LLC 1010.03%0.03%0.04%Q1 2014Q1 201711
Gemmer Asset Management LLC 11110.01%0.02%0.04%Q1 2014Q3 201611
COURIER CAPITAL LLC 610.02%0.02%0.02%Q3 2018Q3 202311
MISSION WEALTH MANAGEMENT, LP 11110.01%0.02%0.02%Q1 2021Q3 202311
TSFG, LLC 1010.01%0.83%0.99%Q1 2019Q3 202311
CENTRAL TRUST Co 910.00%0.00%0.00%Q4 2014Q3 202311
JONES FINANCIAL COMPANIES LLLP 1010.00%0.00%0.00%Q4 2015Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Dorsey & Whitney Trust CO LLC 11110.12%0.14%0.17%Q1 2021Q3 202311
Bristlecone Advisors, LLC 610.02%0.03%0.03%Q3 2020Q3 202311
FLOW TRADERS U.S. LLC 610.02%0.10%0.45%Q4 2019Q3 202311
Pflug Koory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Founders Financial Alliance, LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
Invst, LLC 310.05%2.33%5.49%Q2 2017Q3 202311
ALBION FINANCIAL GROUP /UT 1010.02%0.02%0.02%Q4 2020Q3 202311
Bogart Wealth, LLC 610.00%0.00%0.01%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.04%Q1 2021Q3 202310
Tatro Capital, LLC 10100.84%3.04%4.86%Q4 2019Q1 202210
DIXON HUBARD FEINOUR & BROWN INC/VA 640.17%0.28%0.35%Q3 2013Q2 201710
RAYMOND JAMES TRUST N.A. 610.01%0.02%0.04%Q4 2015Q2 202310
Cresset Asset Management, LLC 820.00%0.01%0.03%Q4 2020Q3 202310
LBA Wealth Management, LLC 820.00%0.01%0.04%Q3 2014Q1 201710
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
Bangor Savings Bank 10100.01%0.02%0.03%Q1 2021Q2 202310
IndexIQ Advisors LLC 710.00%0.01%0.02%Q2 2016Q1 202010
EMFO, LLC 10100.00%0.14%0.23%Q2 2021Q3 202310
NORTHSTAR ASSET MANAGEMENT Co LLC 10100.06%0.11%0.14%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.00%0.01%0.01%Q1 2020Q2 202210
Accel Wealth Management 10100.01%0.02%0.03%Q4 2020Q1 202310
Berkeley Capital Partners, LLC 520.19%3.02%4.09%Q2 2017Q3 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.06%0.08%Q4 2020Q1 202310
Goelzer Investment Management, Inc. 10100.04%0.05%0.07%Q1 2013Q2 201510
PRW Wealth Management LLC 510.04%0.13%0.16%Q4 2018Q3 202310
Tranquilli Financial Advisor LLC 641.15%2.71%3.79%Q4 2020Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.01%0.01%0.03%Q4 2015Q1 201810
Advisors Preferred, LLC 210.01%0.06%0.17%Q1 2014Q2 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
SteelPeak Wealth, LLC 10100.06%0.09%0.12%Q4 2019Q1 202210
B. Riley Wealth Management, Inc. 610.00%0.14%0.42%Q1 2014Q2 202210
Winch Advisory Services, LLC 10100.08%0.08%0.09%Q2 2021Q3 202310
SIGNATUREFD, LLC 310.00%0.00%0.00%Q2 2016Q4 202210
Altshuler Shaham Ltd 730.04%0.09%0.25%Q1 2018Q2 202210
ASPIRIANT HOLDINGS S3, LLC 820.10%0.30%0.47%Q2 2013Q4 201510
Pallas Capital Advisors LLC 10100.01%0.05%0.17%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.01%0.01%0.01%Q1 2021Q3 202310
MYCIO WEALTH PARTNERS, LLC 630.00%0.01%0.02%Q4 2013Q4 20199
Kingsview Wealth Management, LLC 630.01%0.28%0.89%Q3 2018Q3 20239
WOODWARD DIVERSIFIED CAPITAL, LLC 540.60%0.79%1.08%Q4 2020Q3 20239
JCIC Asset Management Inc. 990.02%0.03%0.04%Q2 2013Q2 20159
Mathes Company, Inc. 810.11%0.18%0.23%Q1 2014Q4 20169
HRT FINANCIAL LP 410.01%0.05%0.17%Q1 2020Q4 20229
OXFORD FINANCIAL GROUP, LTD. LLC 990.00%0.03%0.06%Q3 2020Q3 20229
High Net Worth Advisory Group LLC 990.15%0.16%0.18%Q4 2021Q4 20239
BRIGHTON JONES LLC 990.04%0.05%0.06%Q3 2021Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.00%0.00%Q3 2021Q3 20239
CHOREO, LLC 810.02%0.41%0.72%Q4 2016Q2 20199
Rehmann Capital Advisory Group 990.03%0.03%0.04%Q3 2021Q3 20239
BDO Wealth Advisors, LLC 810.00%0.02%0.04%Q2 2017Q1 20219
Lattice Strategies LLC 990.15%0.18%0.21%Q2 2013Q2 20159
MANAGED ACCOUNT ADVISORS LLC 990.04%0.22%0.52%Q2 2013Q2 20159
IEQ CAPITAL, LLC 990.01%0.01%0.02%Q2 2021Q2 20239
Regent Peak Wealth Advisors LLC 610.06%0.07%0.12%Q4 2019Q2 20239
Curran Financial Partners, LLC 411.46%2.18%2.84%Q4 2020Q3 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 720.00%0.00%0.00%Q3 2019Q1 20229
Ellevest, Inc. 990.00%0.01%0.01%Q1 2021Q1 20239
Bigelow Investment Advisors, LLC 990.19%0.24%0.36%Q4 2017Q4 20199
Orion Portfolio Solutions, LLC 410.00%0.01%0.01%Q4 2019Q3 20238
MUFG Americas Holdings Corp 510.00%0.00%0.00%Q3 2015Q3 20228
TRUST CO OF VERMONT 610.00%0.00%0.01%Q4 2019Q3 20238
NorthCrest Asset Manangement, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
EPG Wealth Management LLC 530.01%0.01%0.01%Q3 2021Q3 20238
Riverview Capital Advisers, LLC 880.61%0.68%0.74%Q4 2021Q3 20238
Kavar Capital Partners, LLC 310.01%0.02%0.02%Q4 2013Q2 20198
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
LVW Advisors, LLC 880.07%0.11%0.15%Q3 2018Q2 20208
Viewpoint Capital Management LLC 880.09%0.10%0.12%Q4 2021Q3 20238
Ascent Group, LLC 880.04%0.19%0.56%Q4 2021Q3 20238
Wagner Wealth Management, LLC 620.04%0.05%0.07%Q2 2018Q1 20228
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 880.00%0.00%0.01%Q1 2014Q4 20158
Heritage Trust Co 880.01%0.01%0.02%Q1 2017Q4 20188
PGIM Custom Harvest LLC 441.16%3.83%6.10%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
City State Bank 880.28%0.33%0.38%Q4 2021Q3 20238
FourThought Financial, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
NewFocus Financial Group, LLC 880.73%0.85%1.06%Q1 2018Q4 20198
SII INVESTMENTS INC/WI 530.02%0.07%0.12%Q2 2013Q3 20178
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
Garrison Asset Management, LLC 610.11%0.18%0.21%Q4 2018Q4 20218
Ameritas Investment Company, LLC 320.03%0.93%2.28%Q4 2018Q3 20218
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Heritage Investment Group, Inc. 880.07%0.15%0.30%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.43%0.46%0.48%Q4 2021Q3 20238
Omnia Family Wealth, LLC 880.00%0.03%0.05%Q4 2016Q3 20188
MONETARY MANAGEMENT GROUP INC 880.01%0.01%0.01%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.24%1.42%1.52%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.15%0.19%0.21%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 881.27%2.54%3.50%Q4 2021Q3 20238
BANQUE PICTET & CIE SA 880.02%0.03%0.08%Q4 2013Q3 20158
Quaker Wealth Management, LLC 440.19%1.71%5.72%Q2 2020Q2 20228
Allied Investment Advisors, LLC 440.07%0.07%0.08%Q2 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2017Q3 20238
Integrated Wealth Concepts LLC 880.01%0.02%0.04%Q4 2021Q3 20238
SHEETS SMITH WEALTH MANAGEMENT 710.00%0.05%0.10%Q3 2020Q3 20238
Disciplined Investments, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
Wealthfront Advisers LLC 410.00%0.00%0.00%Q2 2021Q3 20238
NCM Capital Management, LLC 880.21%0.24%0.32%Q4 2021Q3 20238
Timber Hill LLC 310.00%0.01%0.02%Q2 2013Q2 20178
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
COMERICA SECURITIES,INC. 520.01%0.02%0.03%Q1 2021Q1 20237
HAZLETT, BURT & WATSON, INC. 770.12%0.13%0.14%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.07%0.14%Q1 2022Q3 20237
Psagot Value Holdings Ltd. 770.00%0.00%0.01%Q1 2016Q3 20177
Caprock Group, LLC 610.05%0.06%0.07%Q2 2017Q2 20207
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
Capital Asset Advisory Services LLC 610.00%0.00%0.00%Q4 2019Q3 20217
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.00%Q2 2018Q3 20227
Inscription Capital, LLC 410.08%0.14%0.17%Q2 2020Q2 20227
Cornerstone Wealth Management, LLC 610.01%0.04%0.05%Q2 2017Q3 20237
SAXON INTERESTS, INC. 770.43%1.08%1.90%Q4 2021Q2 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
SYNOVUS FINANCIAL CORP 520.00%0.00%0.00%Q4 2014Q2 20207
MATHER GROUP, LLC. 770.01%0.01%0.02%Q1 2022Q3 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
Roble, Belko & Company, Inc 770.01%0.01%0.01%Q1 2015Q3 20167
Visionary Wealth Advisors 770.29%0.34%0.41%Q1 2022Q3 20237
MTM Investment Management, LLC 610.04%0.05%0.05%Q1 2021Q4 20227
HORIZON BANCORP INC /IN/ 410.07%0.16%0.34%Q4 2019Q3 20237
NewEdge Advisors, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
QCI ASSET MANAGEMENT INC/NY 610.00%0.00%0.00%Q2 2016Q1 20207
Avestar Capital, LLC 770.01%0.01%0.02%Q4 2017Q2 20197
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
180 WEALTH ADVISORS, LLC 430.08%0.09%0.10%Q1 2019Q4 20207
HBW ADVISORY SERVICES LLC 520.06%0.24%0.92%Q1 2021Q3 20237
Aevitas Wealth Management, Inc. 610.03%0.07%0.26%Q4 2017Q4 20227
DEARBORN PARTNERS LLC 610.02%0.02%0.02%Q2 2014Q4 20197
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.00%Q3 2014Q4 20207
Kinloch Capital, LLC 430.31%1.92%3.97%Q4 2020Q4 20227
Redwood Financial Network Corp 770.29%0.34%0.44%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.42%0.49%0.56%Q4 2019Q2 20217
CABOT WEALTH MANAGEMENT INC 770.27%0.44%0.95%Q2 2018Q4 20197
Ameritas Advisory Services, LLC 610.03%0.61%2.24%Q4 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.06%0.07%Q2 2013Q4 20147
Beacon Pointe Advisors, LLC 520.00%0.01%0.01%Q4 2021Q3 20237
Savior LLC 770.03%0.04%0.05%Q4 2019Q2 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
FIRST TRUST ADVISORS LP 660.00%0.01%0.01%Q1 2014Q2 20156
McIlrath & Eck, LLC 660.00%0.01%0.01%Q1 2019Q2 20206
NATIONAL PLANNING CORP 410.01%0.13%0.25%Q4 2014Q3 20176
Forward Management, LLC 660.11%0.36%0.61%Q4 2016Q1 20186
WINTRUST INVESTMENTS LLC 420.10%0.15%0.21%Q1 2022Q3 20236
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TAP Consulting, LLC 510.13%0.70%3.05%Q1 2021Q2 20236
RPg Family Wealth Advisory, LLC 410.01%0.01%0.01%Q2 2018Q1 20226
FUKOKU MUTUAL LIFE INSURANCE Co 660.65%1.31%1.83%Q3 2014Q4 20156
Simplicity Solutions, LLC 310.01%0.04%0.08%Q4 2017Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
CAPITAL ADVISORS INC/OK 660.02%0.02%0.02%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Hardy Reed LLC 410.03%0.05%0.06%Q4 2021Q3 20236
Merit Financial Group, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Santori & Peters, Inc. 660.20%0.25%0.31%Q4 2017Q1 20196
Pinnacle Summer Investments, Inc. 510.00%0.00%0.00%Q1 2014Q3 20156
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
COMMUNITY BANK SYSTEM, INC. 660.10%0.10%0.10%Q2 2013Q3 20146
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 420.00%0.04%0.11%Q4 2016Q3 20236
Spears Abacus Advisors LLC 660.11%0.19%0.25%Q2 2014Q3 20156
One Charles Private Wealth Services, LLC 510.21%0.32%0.41%Q4 2021Q3 20236
Joule Financial, LLC 660.65%0.74%0.84%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
WMG Financial Advisors, LLC 420.16%0.17%0.18%Q4 2021Q3 20236
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2017Q4 20216
Prestige Wealth Management Group LLC 660.01%0.01%0.01%Q4 2018Q1 20206
MILLENNIUM MANAGEMENT LLC 210.00%0.01%0.03%Q1 2015Q3 20216
ASPIRIANT, LLC 310.03%0.04%0.06%Q1 2014Q3 20236
UBS AG 660.02%0.03%0.03%Q2 2013Q3 20146
Checchi Capital Advisers, LLC 660.10%0.12%0.14%Q2 2022Q3 20236
Joseph P. Lucia & Associates, LLC 420.01%0.01%0.02%Q4 2020Q2 20226
Spire Wealth Management 510.00%0.00%0.01%Q1 2021Q3 20236
Apexium Financial, LP 510.06%0.11%0.29%Q1 2020Q3 20236
Virtu KCG Holdings LLC 210.00%0.02%0.06%Q4 2013Q1 20176
Antonetti Capital Management LLC 660.12%0.19%0.43%Q2 2013Q3 20146
Lighthouse Financial Advisors, Inc. 660.11%0.14%0.16%Q4 2019Q1 20216
Clear Perspective Advisors, LLC 660.09%0.11%0.13%Q1 2017Q2 20186
Capital Bank & Trust Co 510.00%0.00%0.00%Q3 2017Q1 20206
HBK Sorce Advisory LLC 420.02%0.02%0.02%Q4 2021Q2 20236
PICTET ASSET MANAGEMENT SA 420.00%0.00%0.00%Q3 2021Q1 20236
FineMark National Bank & Trust 310.01%0.02%0.02%Q4 2016Q2 20226
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
MARINO, STRAM & ASSOCIATES LLC 660.02%0.04%0.07%Q4 2017Q1 20196
Polianta Ltd 211.81%3.18%4.40%Q4 2016Q1 20236
Prime Capital Investment Advisors, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.33%0.44%0.49%Q4 2021Q1 20236
Atlas Private Wealth Management, LLC 660.02%0.02%0.02%Q4 2019Q1 20216
Doyle Wealth Management 550.02%0.04%0.05%Q4 2018Q4 20195
Royal Fund Management, LLC 410.00%0.07%0.13%Q2 2018Q3 20235
ESG Planning 550.41%1.66%2.26%Q1 2022Q1 20235
Ashfield Capital Partners, LLC 210.02%0.04%0.08%Q4 2018Q4 20205
Windham Capital Management, LLC 410.05%0.06%0.06%Q1 2017Q3 20185
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Compass Financial Group, INC/SD 557.24%7.49%7.88%Q4 2022Q4 20235
PARK NATIONAL CORP /OH/ 550.12%0.12%0.13%Q4 2022Q4 20235
BERRY GROUP, LLC 550.14%0.17%0.18%Q4 2019Q4 20205
TRANSCEND CAPITAL ADVISORS, LLC 320.02%0.05%0.11%Q4 2019Q1 20225
Advisor OS, LLC 410.12%0.37%1.12%Q3 2020Q4 20215
Foundations Investment Advisors, LLC 320.02%0.05%0.08%Q3 2021Q3 20235
Virtu Financial LLC 320.01%0.04%0.08%Q1 2014Q2 20185
WESPAC Advisors, LLC 550.80%1.03%1.27%Q2 2013Q2 20145
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Brinker Capital Investments, LLC 410.00%0.07%0.10%Q4 2013Q1 20175
STARR INTERNATIONAL CO INC 551.95%2.35%2.78%Q1 2019Q1 20205
Baker Ellis Asset Management LLC 550.04%0.05%0.06%Q3 2013Q3 20145
Hefty Wealth Partners 320.03%0.32%0.83%Q4 2015Q1 20185
Harrison & Co Wealth Management, LLC 550.68%0.74%0.81%Q4 2021Q4 20225
KENNICOTT CAPITAL MANAGEMENT LLC 550.16%0.29%0.37%Q3 2022Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.04%0.06%0.12%Q3 2022Q3 20235
Rosenberg Matthew Hamilton 320.00%0.00%0.01%Q4 2021Q1 20235
WILLIAMS JONES & ASSOCIATES LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Cerity Partners LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Marks Wealth, LLC 323.26%5.11%7.82%Q4 2020Q1 20225
RITHOLTZ WEALTH MANAGEMENT 550.01%0.01%0.02%Q3 2022Q3 20235
Clark Capital Management Group, Inc. 320.04%0.09%0.17%Q3 2020Q4 20225
BNP PARIBAS FINANCIAL MARKETS 320.00%0.00%0.00%Q1 2022Q3 20235
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
GUYASUTA INVESTMENT ADVISORS INC 550.02%0.04%0.05%Q3 2022Q3 20235
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.09%0.10%0.11%Q4 2014Q4 20155
Confluence Wealth Services, Inc. 550.06%0.09%0.11%Q4 2021Q4 20225
Global Financial Private Capital, Inc 550.01%0.01%0.01%Q3 2017Q3 20185
Stratos Wealth Advisors, LLC 410.04%0.41%0.73%Q4 2018Q1 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Parkside Financial Bank & Trust 210.00%0.01%0.02%Q2 2016Q1 20235
Laffer Tengler Investments, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
KEYBANK NATIONAL ASSOCIATION/OH 410.00%0.00%0.01%Q3 2018Q3 20235
COUNTRY CLUB BANK /GFN 410.02%0.02%0.02%Q1 2022Q3 20235
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Belpointe Asset Management LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Jackson Hole Capital Partners, LLC 550.27%0.35%0.46%Q4 2018Q4 20195
Colonial Trust Co / SC 440.01%0.02%0.02%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
ABSOLUTE CAPITAL MANAGEMENT, LLC 441.08%3.16%4.17%Q4 2021Q3 20224
Financial Advocates Investment Management 440.03%0.03%0.03%Q4 2017Q3 20184
Joel Isaacson & Co., LLC 440.01%0.01%0.01%Q1 2016Q4 20164
ASSETMARK, INC 110.00%0.00%0.00%Q4 2019Q1 20234
Baker Avenue Asset Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
First American Bank 220.02%0.03%0.04%Q4 2015Q1 20174
Bank Julius Baer & Co. Ltd, Zurich 440.01%0.01%0.01%Q4 2020Q3 20214
Homrich & Berg 440.02%0.02%0.02%Q4 2020Q3 20214
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
WULFF, HANSEN & CO. 440.23%0.78%2.32%Q1 2022Q4 20224
Financial Freedom, LLC 440.35%0.39%0.41%Q4 2022Q3 20234
ORSER CAPITAL MANAGEMENT, LLC 440.43%0.51%0.63%Q2 2021Q1 20224
EDMOND DE ROTHSCHILD HOLDING S.A. 440.21%0.25%0.35%Q4 2022Q3 20234
VESTOR CAPITAL, LLC 310.01%0.01%0.02%Q4 2014Q4 20154
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
MGO ONE SEVEN LLC 210.02%0.03%0.05%Q4 2017Q1 20234
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q4 2015Q3 20234
GREENLEAF TRUST 440.01%0.01%0.01%Q2 2017Q1 20184
OLD MISSION CAPITAL LLC 210.02%0.09%0.30%Q1 2020Q1 20224
Lenox Wealth Advisors, LLC 440.05%0.05%0.05%Q4 2015Q3 20164
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Elite Wealth Management, Inc. 440.03%0.38%0.55%Q4 2013Q3 20144
TOMPKINS FINANCIAL CORP 310.03%0.03%0.04%Q1 2021Q1 20224
Koesten, Hirschmann & Crabtree, INC. 440.08%0.08%0.08%Q4 2022Q3 20234
Balentine LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Alaska Permanent Fund Corp 310.04%0.14%0.29%Q3 2020Q3 20214
QUADRANT CAPITAL GROUP LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FDx Advisors, Inc. 440.02%0.03%0.03%Q4 2016Q3 20174
Fulcrum Capital LLC 220.10%0.52%1.67%Q4 2017Q4 20184
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.05%0.07%0.08%Q4 2017Q3 20184
Y.D. More Investments Ltd 440.02%0.03%0.03%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.30%0.51%1.06%Q4 2022Q3 20234
Hilltop Holdings Inc. 310.03%0.04%0.07%Q4 2019Q1 20214
AGF MANAGEMENT LTD 440.06%0.07%0.08%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.27%0.28%0.30%Q4 2022Q3 20234
Montecito Bank & Trust 440.08%0.13%0.17%Q1 2017Q4 20174
Kalos Management, Inc. 310.00%0.03%0.04%Q4 2015Q2 20234
McClarren Financial Advisors, Inc. 440.05%0.05%0.05%Q3 2022Q2 20234
CYPRESS FINANCIAL PLANNING LLC 440.14%0.23%0.28%Q2 2022Q1 20234
MILESTONE WEALTH, LLC 440.04%0.05%0.05%Q4 2021Q3 20224
First Command Advisory Services, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q4 2022Q3 20234
ACG Wealth 440.08%0.16%0.24%Q1 2021Q4 20214
JFS WEALTH ADVISORS, LLC 310.01%0.01%0.01%Q3 2020Q3 20224
EverSource Wealth Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 440.65%0.70%0.76%Q4 2022Q3 20234
Privium Fund Management (UK) Ltd 441.92%2.81%4.12%Q4 2022Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
B&D White Capital Company, LLC 440.66%1.11%1.41%Q2 2021Q1 20224
Fortis Advisors, LLC 440.00%0.20%0.32%Q2 2019Q1 20204
Alera Investment Advisors, LLC 440.12%0.15%0.21%Q4 2018Q3 20194
Sharper & Granite LLC 442.92%3.04%3.21%Q4 2022Q3 20234
American Financial Network Advisory Services LLC 220.21%0.51%0.82%Q3 2017Q2 20194
Bleakley Financial Group, LLC 440.03%0.06%0.09%Q4 2022Q3 20234
Q3 Asset Management 211.20%1.61%2.69%Q2 2021Q1 20234
Athena Investment Management 210.15%0.15%0.16%Q1 2022Q3 20234
Progressive Investment Management Corp 440.05%0.05%0.06%Q4 2022Q3 20234
Karp Capital Management Corp 440.01%0.01%0.01%Q4 2014Q3 20154
Itau Unibanco Holding S.A. 440.00%0.22%0.40%Q3 2016Q2 20174
WEST PACES ADVISORS INC. 440.00%0.00%0.00%Q4 2020Q3 20214
TCWP LLC 310.01%0.36%1.00%Q1 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Empower Advisory Group, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
Quantitative Advantage, LLC 330.96%1.08%1.22%Q2 2013Q4 20133
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
WealthShield Partners, LLC 210.00%0.01%0.02%Q3 2018Q3 20203
KMS FINANCIAL SERVICES, INC 330.07%0.07%0.07%Q1 2014Q3 20143
WESTWOOD HOLDINGS GROUP INC 330.01%0.01%0.01%Q2 2019Q4 20193
Cheviot Value Management, LLC 330.11%0.14%0.17%Q1 2018Q3 20183
Polaris Wealth Advisory Group, LLC 330.02%0.03%0.03%Q3 2013Q1 20143
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q2 2023Q4 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 330.08%0.08%0.09%Q4 2018Q2 20193
1832 Asset Management L.P. 210.00%0.21%0.35%Q2 2014Q1 20193
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.00%0.00%0.00%Q3 2018Q1 20193
ROBSHAW & JULIAN ASSOCIATES INC 110.15%0.16%0.19%Q1 2016Q1 20173
Hoover Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
F3Logic, LLC 210.04%0.35%0.65%Q1 2018Q3 20203
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20213
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q1 2019Q1 20233
Amplius Wealth Advisors, LLC 210.00%0.03%0.06%Q4 2021Q3 20223
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
INVESTMENT CENTERS OF AMERICA INC 210.02%0.02%0.03%Q4 2016Q3 20173
Financial Engines Advisors L.L.C. 330.00%0.00%0.00%Q1 2022Q3 20223
Ballentine Partners, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
ZRC WEALTH MANAGEMENT, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
BECK CAPITAL MANAGEMENT, LLC 110.09%0.12%0.14%Q2 2014Q4 20153
Column Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.03%0.08%0.11%Q4 2017Q2 20183
Cable Hill Partners, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Curi Wealth Management, LLC 210.01%0.01%0.02%Q4 2020Q2 20223
Olistico Wealth, LLC 330.29%0.29%0.30%Q1 2023Q3 20233
Gryphon Financial Partners LLC 210.00%0.00%0.01%Q1 2018Q2 20223
Sebold Capital Management, Inc. 330.16%0.18%0.22%Q4 2022Q2 20233
Csenge Advisory Group 210.02%0.07%0.13%Q3 2020Q4 20223
Alexandria Capital, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Meadow Creek Wealth Advisors LLC 330.27%0.29%0.30%Q4 2021Q2 20223
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.00%Q4 2021Q3 20233
Voya Financial Advisors, Inc. 330.01%0.01%0.02%Q3 2020Q1 20213
Migdal Insurance & Financial Holdings Ltd. 330.01%0.01%0.01%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Inc. 210.00%0.00%0.00%Q1 2019Q3 20233
Northstar Group, Inc. 330.08%0.10%0.13%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.01%0.09%0.24%Q3 2017Q2 20223
Opal Wealth Advisors, LLC 330.28%0.39%0.47%Q2 2022Q4 20223
CWA Asset Management Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q1 2018Q3 20183
Ten Capital Wealth Advisors, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
BIVIN & ASSOCIATES, INC. 330.03%0.03%0.03%Q4 2021Q2 20223
Zurich Insurance Group Ltd/FI 210.00%0.01%0.02%Q4 2018Q2 20203
WASHINGTON TRUST Co 330.00%0.00%0.00%Q1 2023Q3 20233
Summit Financial, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Zions Bancorporation 330.00%0.00%0.00%Q1 2015Q3 20153
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2016Q2 20173
Arkadios Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.02%0.04%0.08%Q1 2023Q3 20233
Ironwood Financial, llc 330.01%0.01%0.01%Q2 2019Q4 20193
Farther Finance Advisors, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Total Clarity Wealth Management, Inc. 110.00%0.01%0.01%Q4 2019Q2 20223
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Brown Miller Wealth Management, LLC 330.16%0.18%0.20%Q2 2021Q4 20213
Aspire Capital Advisors LLC 221.57%1.58%1.58%Q2 2023Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
IVC Wealth Advisors LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Insight Folios Inc 110.10%0.16%0.23%Q4 2019Q4 20212
PEAK6 Group LLC 220.00%0.00%0.01%Q2 2014Q3 20142
Madison Asset Management, LLC 220.02%0.05%0.07%Q3 2020Q4 20202
Halpern Financial, Inc. 220.01%0.01%0.01%Q1 2021Q2 20212
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q4 2021Q1 20222
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.01%0.02%0.02%Q2 2021Q3 20212
BFSG, LLC 220.12%0.13%0.14%Q4 2020Q1 20212
Vertex Planning Partners, LLC 110.07%0.08%0.08%Q4 2022Q2 20232
Stearns Financial Services Group 220.02%0.02%0.03%Q2 2020Q3 20202
PROFFITT & GOODSON INC 220.01%0.01%0.01%Q3 2018Q4 20182
ExodusPoint Capital Management, LP 220.01%0.01%0.02%Q4 2021Q1 20222
STRINGER ASSET MANAGEMENT, LLC 224.44%4.67%4.91%Q4 2013Q1 20142
Center for Financial Planning, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Tradewinds, LLC. 110.12%0.13%0.13%Q1 2023Q3 20232
GeoWealth Management, LLC 220.01%0.02%0.02%Q3 2021Q4 20212
CORNERCAP INVESTMENT COUNSEL INC 220.06%0.06%0.06%Q3 2014Q4 20142
INGALLS & SNYDER LLC 220.01%0.01%0.02%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Y-Intercept (Hong Kong) Ltd 110.04%0.05%0.06%Q1 2021Q3 20222
CMC Financial Group 220.25%0.30%0.35%Q1 2019Q2 20192
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Legacy Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
HOWE & RUSLING INC 220.00%0.01%0.01%Q1 2018Q2 20182
WealthBridge Capital Management, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
NORTHWEST WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q1 2018Q2 20182
WEALTHSOURCE PARTNERS, LLC 220.04%0.04%0.04%Q2 2019Q3 20192
Vestpro Financial Partners, Inc. dba CPF Texas 220.11%0.12%0.12%Q4 2017Q1 20182
Pinnacle Advisory Group, Inc. 110.03%0.04%0.04%Q1 2020Q3 20202
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
FRANKLIN STREET ADVISORS INC /NC 220.07%0.07%0.07%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.08%0.08%0.08%Q2 2022Q3 20222
VIRIDIAN RIA, LLC 220.11%0.12%0.13%Q4 2021Q1 20222
Legacy Financial Strategies, LLC 220.37%0.52%0.67%Q4 2017Q1 20182
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2019Q2 20212
Essex Financial Services, Inc. 110.06%0.06%0.06%Q2 2017Q1 20182
Thomas J. Herzfeld Advisors, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Idaho Trust Bank 220.70%0.72%0.74%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q4 2016Q1 20172
STAPP WEALTH MANAGEMENT, PLLC 112.54%3.18%3.83%Q1 2023Q3 20232
Retirement Planning Group, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Intercontinental Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Newport Wealth Strategies, Inc. 220.37%0.37%0.37%Q3 2020Q4 20202
Overbrook Management Corp 220.04%0.04%0.04%Q4 2021Q1 20222
Acorn Wealth Advisors, LLC 220.04%0.04%0.04%Q1 2018Q2 20182
Bouchey Financial Group Ltd 221.37%1.45%1.54%Q3 2021Q4 20212
AlphaStar Capital Management, LLC 110.05%0.47%0.90%Q4 2017Q2 20232
PIER 88 INVESTMENT PARTNERS LLC 220.23%0.25%0.27%Q3 2020Q4 20202
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
Placemark Investments, Inc. 220.01%0.01%0.01%Q3 2013Q4 20132
Good Life Advisors, LLC 220.06%0.11%0.17%Q1 2021Q2 20212
Newbridge Financial Services Group, Inc. 110.01%0.02%0.02%Q4 2020Q4 20212
ROCKEFELLER FINANCIAL SERVICES INC 220.02%0.02%0.02%Q3 2017Q4 20172
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Sandy Cove Advisors, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Ausdal Financial Partners, Inc. 110.00%0.02%0.03%Q4 2015Q3 20232
Hudock, Inc. 220.00%0.00%0.00%Q3 2013Q4 20132
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Oak Point Wealth Management 220.36%0.36%0.36%Q4 2017Q1 20182
CABANA LLC 220.69%3.85%7.01%Q3 2021Q4 20212
DFPG INVESTMENTS, LLC 220.36%0.37%0.37%Q4 2018Q1 20192
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
FAIRFIELD, BUSH & CO. 110.03%0.05%0.06%Q2 2022Q2 20232
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Davis Capital Management 220.17%0.17%0.17%Q1 2020Q2 20202
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
Grace Capital 110.04%0.24%0.45%Q2 2020Q4 20202
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
TRUE Private Wealth Advisors 220.10%0.12%0.13%Q2 2018Q3 20182
RPG Investment Advisory, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Providence Capital Advisors, LLC 110.00%0.01%0.01%Q4 2017Q4 20192
Taikang Asset Management (Hong Kong) Co Ltd 220.05%0.05%0.06%Q4 2017Q1 20182
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Waverly Advisors, LLC 220.03%0.04%0.04%Q3 2013Q4 20132
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HFG Advisors, Inc. 110.21%0.21%0.21%Q2 2023Q2 20231
Prostatis Group LLC 110.09%0.09%0.09%Q2 2023Q2 20231
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CERTUITY, LLC 110.23%0.23%0.23%Q2 2020Q2 20201
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Bellwether Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WealthPLAN Partners, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Invesco Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Financial Insights, Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Scarborough Advisors, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ironsides Asset Advisors, LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Nelson Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
LEVEL FOUR ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Trexquant Investment LP 110.02%0.02%0.02%Q2 2020Q2 20201
Godshalk Welsh Capital Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Fragasso Group Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Sense Advisors, Inc. 114.15%4.15%4.15%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Destination Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Mutual Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.00%0.00%Q4 2014Q4 20141
ADVISOR CONSULTANT NETWORK INC 110.20%0.20%0.20%Q3 2016Q3 20161
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NEXT Financial Holdings 110.70%0.70%0.70%Q1 2019Q1 20191
AUGUSTINE ASSET MANAGEMENT INC 110.28%0.28%0.28%Q4 2015Q4 20151
EP Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
MAI Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Point72 Asset Management, L.P. 110.02%0.02%0.02%Q4 2021Q4 20211
Laurel Wealth Advisors, Inc. 110.18%0.18%0.18%Q3 2019Q3 20191
NVWM, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
NWAM LLC 110.03%0.03%0.03%Q2 2021Q2 20211
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Kellett Wealth Advisors, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.05%0.05%0.05%Q2 2022Q2 20221
Osbon Capital Management LLC 110.25%0.25%0.25%Q2 2019Q2 20191
Paul John Balson 110.08%0.08%0.08%Q4 2020Q4 20201
PACIFIC FINANCIAL GROUP INC 111.69%1.69%1.69%Q1 2014Q1 20141
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Apriem Advisors 110.04%0.04%0.04%Q2 2015Q2 20151
Patten Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
PIERSHALE FINANCIAL GROUP, INC. 115.30%5.30%5.30%Q4 2016Q4 20161
Synergy Asset Management, LLC 110.90%0.90%0.90%Q2 2023Q2 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Intersect Capital LLC 110.01%0.01%0.01%Q1 2015Q1 20151
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
IFG Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
JTC Employer Solutions Trustee Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Biltmore Family Office, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
Wealthstreet Investment Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Pension Partners, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
Blue Granite Capital, LLC 111.21%1.21%1.21%Q4 2017Q4 20171
Carlson Capital Management 110.04%0.04%0.04%Q1 2021Q1 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q1 2020Q1 20201
Matthew Goff Investment Advisor, LLC 110.14%0.14%0.14%Q2 2018Q2 20181
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
MADISON INVESTMENT HOLDINGS INC 110.02%0.02%0.02%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PEOPLES FINANCIAL SERVICES CORP. 110.00%0.00%0.00%Q4 2018Q4 20181
GFS Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
BANK OF THE WEST 110.05%0.05%0.05%Q4 2015Q4 20151
Executive Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ELM ADVISORS, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
ANGELES WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
AMP Capital Investors Ltd 110.08%0.08%0.08%Q1 2017Q1 20171
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Advisors Network LLC 110.05%0.05%0.05%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
Bullseye Investment Management, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Zhang Financial LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MPI INVESTMENT MANAGEMENT, INC. 111.88%1.88%1.88%Q4 2017Q4 20171
XPONANCE, INC. 110.40%0.40%0.40%Q3 2017Q3 20171
Cavalier Investments, LLC 111.02%1.02%1.02%Q4 2019Q4 20191
Estate Counselors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SVB WEALTH LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST COMMUNITY TRUST NA 110.01%0.01%0.01%Q4 2021Q4 20211
Cardan Capital Partners, LLC 110.59%0.59%0.59%Q4 2017Q4 20171
Alphadyne Asset Management LP 110.34%0.34%0.34%Q3 2020Q3 20201
SYON CAPITAL LLC 110.31%0.31%0.31%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Aaron Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Parcion Private Wealth LLC 110.33%0.33%0.33%Q1 2020Q1 20201
Financial Management Professionals, Inc. 111.93%1.93%1.93%Q2 2017Q2 20171
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
MCDONALD PARTNERS LLC 113.45%3.45%3.45%Q4 2021Q4 20211
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Mirae Asset Global Investments Co., Ltd. 110.06%0.06%0.06%Q2 2019Q2 20191
Private Portfolio Partners LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
G&S Capital LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Stifel Trust Company, N.A. 110.01%0.01%0.01%Q3 2014Q3 20141
AXXCESS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
HM PAYSON & CO 110.00%0.00%0.00%Q1 2023Q1 20231
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q3 2020Q3 20201
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Privium Fund Management B.V. 110.51%0.51%0.51%Q2 2023Q2 20231
Independent Advisor Alliance 110.03%0.03%0.03%Q1 2017Q1 20171
Summit Trail Advisors, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Guardian Wealth Management, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Financial Architects, Inc 110.00%0.00%0.00%Q1 2015Q1 20151
Transform Wealth, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 110.19%0.19%0.19%Q3 2020Q3 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
INVESTMENT ADVISORY SERVICES INC /TX /ADV 110.09%0.09%0.09%Q2 2023Q2 20231
CITY NATIONAL BANK 110.01%0.01%0.01%Q4 2014Q4 20141
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.09%0.09%0.09%Q2 2018Q2 20181
MCF Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Investment Advisors, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Peregrine Asset Advisers, Inc. 114.27%4.27%4.27%Q4 2016Q4 20161
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kovack Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Financial Consulate Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
Towercrest Capital Management 110.06%0.06%0.06%Q4 2019Q4 20191
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PVG ASSET MANAGEMENT CORP 111.79%1.79%1.79%Q2 2023Q2 20231
KPP Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Northeast Financial Consultants Inc 110.02%0.02%0.02%Q4 2019Q4 20191
External links

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