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%0.02%Q2 2013Q3 2023115
Cutler Group LLC / CA 32320.00%0.01%0.11%Q4 2015Q3 202381
HUNTINGTON NATIONAL BANK 36200.00%0.01%0.03%Q1 2009Q3 202361
JANE STREET GROUP, LLC 2150.00%0.01%0.10%Q1 2014Q2 202358
WOLVERINE TRADING, LLC 1430.00%0.00%0.02%Q2 2016Q3 202353
Citadel Advisors 1410.00%0.00%0.01%Q3 2014Q3 202351
RiverFront Investment Group, LLC 49490.10%0.47%1.62%Q4 2008Q4 202049
WELLS FARGO & COMPANY/MN 42420.00%0.12%0.18%Q2 2013Q3 202348
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202347
BANK OF AMERICA CORP /DE/ 42420.00%0.60%0.97%Q2 2013Q3 202345
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.09%0.25%0.45%Q2 2010Q3 202344
Boltwood Capital Management 43430.12%0.33%0.46%Q2 2013Q4 202343
CULBERTSON A N & CO INC 42420.62%0.96%1.45%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.14%0.27%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.03%0.13%0.26%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.09%0.17%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.07%0.13%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.05%0.07%0.12%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.35%0.48%0.65%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.04%0.23%0.58%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.07%0.13%0.20%Q2 2013Q3 202342
Smith, Salley & Associates 42420.22%0.47%1.54%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42421.98%2.97%4.25%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.04%0.08%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.11%0.22%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.12%0.18%0.28%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.24%0.65%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.07%0.11%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
HighTower Advisors, LLC 30110.00%0.23%0.43%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.02%0.12%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.05%0.08%0.10%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.05%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT Co LLC 42427.75%12.11%15.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.08%0.15%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.02%0.06%Q2 2013Q4 202342
BESSEMER GROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.09%0.13%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
Creative Planning 42420.01%0.04%0.08%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.05%0.13%0.29%Q2 2013Q3 202342
Ledyard National Bank 42420.04%0.09%0.14%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42423.08%6.31%9.82%Q2 2013Q3 202342
UBS Group AG 36360.00%0.20%0.27%Q4 2014Q3 202342
BROWN ADVISORY INC 42420.03%0.07%0.09%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.11%0.44%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42420.25%0.37%0.48%Q2 2013Q3 202342
SouthState Corp 42420.05%0.21%0.87%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.04%0.22%2.42%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.04%0.09%0.13%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.04%0.08%Q2 2013Q3 202342
Annex Advisory Services, LLC 42422.74%7.78%12.41%Q2 2013Q3 202342
KEYBANK NATIONAL ASSOCIATION/OH 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.09%0.20%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.01%4.60%9.37%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3830.01%0.03%0.04%Q3 2013Q4 202341
DUBUQUE BANK & TRUST CO 3830.04%0.48%2.28%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.05%0.64%2.13%Q3 2013Q4 202341
Mariner, LLC 29120.02%0.08%0.26%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.02%0.05%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.02%0.03%0.08%Q3 2013Q3 202341
FMR LLC 4010.00%0.00%0.00%Q2 2013Q3 202341
L. Roy Papp & Associates, LLP 31100.06%0.13%0.22%Q2 2013Q3 202341
BOKF, NA 3290.06%0.18%0.30%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Goelzer Investment Management, Inc. 1950.02%0.05%0.09%Q1 2013Q3 202341
TRUST CO OF OKLAHOMA 28133.91%7.37%11.12%Q2 2013Q3 202341
Triangle Securities Wealth Management 31102.22%3.60%4.40%Q2 2013Q3 202341
Focused Wealth Management, Inc 41411.07%2.03%4.45%Q3 2013Q3 202341
LPL Financial LLC 28130.05%0.39%0.72%Q2 2013Q3 202341
REGIONS FINANCIAL CORP 41410.00%0.01%0.01%Q3 2013Q3 202341
WBH ADVISORY INC 3830.85%6.66%8.37%Q2 2013Q3 202341
JNBA Financial Advisors 2070.16%0.27%0.43%Q2 2013Q3 202340
Carnegie Capital Asset Management, LLC 40400.03%0.06%0.12%Q4 2013Q3 202340
BARCLAYS PLC 30100.00%0.00%0.01%Q2 2013Q3 202340
Cetera Advisors LLC 2920.02%0.11%0.55%Q2 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3730.01%0.02%0.06%Q3 2013Q3 202340
CHATHAM CAPITAL GROUP, INC. 3640.18%1.56%2.24%Q2 2013Q3 202340
BAILARD, INC. 3190.91%1.36%1.84%Q3 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.01%0.02%0.04%Q4 2013Q3 202340
Beacon Capital Management, Inc. 40400.01%5.84%9.72%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.05%0.17%0.26%Q4 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28120.00%0.05%0.18%Q3 2013Q3 202340
Janney Montgomery Scott LLC 29110.03%0.27%1.32%Q3 2013Q3 202340
Hudock, Inc. 3820.00%0.07%0.21%Q3 2013Q3 202340
Archford Capital Strategies, LLC 39390.44%2.85%4.52%Q1 2014Q3 202339
Cetera Advisor Networks LLC 21180.14%0.30%0.44%Q4 2013Q3 202339
Autus Asset Management, LLC 39390.09%0.22%0.43%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.07%0.13%0.21%Q1 2014Q3 202339
LOWE BROCKENBROUGH & CO INC 29100.12%0.57%0.91%Q2 2013Q3 202339
M&T BANK CORP 2130.00%0.38%0.60%Q2 2013Q3 202339
Brinker Capital Investments, LLC 39390.01%0.86%1.84%Q2 2013Q4 202239
KCM INVESTMENT ADVISORS LLC 39390.04%0.61%1.66%Q1 2014Q3 202339
JPMORGAN CHASE & CO 3810.00%0.11%0.28%Q4 2013Q3 202339
FIRST MERCHANTS CORP 38380.18%1.35%2.64%Q2 2014Q3 202338
PITTENGER & ANDERSON INC 38380.00%0.04%0.10%Q2 2014Q3 202338
ASPIRIANT, LLC 3170.04%0.30%0.53%Q1 2014Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.42%0.55%0.79%Q2 2013Q3 202238
BURNEY CO/ 2720.01%0.03%0.05%Q2 2013Q3 202338
Spears Abacus Advisors LLC 38380.02%0.09%0.22%Q2 2014Q3 202338
DOWLING & YAHNKE LLC 38380.38%0.55%0.81%Q2 2013Q3 202238
TRUST CO OF VERMONT 3080.00%0.01%0.02%Q1 2014Q3 202338
OLD NATIONAL BANCORP /IN/ 38380.08%0.16%0.45%Q2 2014Q3 202338
Bouchey Financial Group Ltd 38380.15%1.09%3.58%Q2 2014Q3 202338
Hartford Financial Management Inc. 3440.03%0.63%1.30%Q1 2014Q3 202338
MURPHY CAPITAL MANAGEMENT INC 37370.56%2.10%3.46%Q2 2013Q2 202237
SCOTIA CAPITAL INC. 37370.01%0.05%0.09%Q3 2014Q3 202337
MUFG Americas Holdings Corp 37370.00%0.01%0.02%Q3 2013Q3 202237
Kistler-Tiffany Companies, LLC 37370.01%0.16%0.40%Q2 2014Q2 202337
Dorsey & Whitney Trust CO LLC 2550.05%0.38%0.93%Q4 2013Q3 202337
FIRST FINANCIAL CORP /IN/ 37370.01%3.07%5.49%Q3 2014Q3 202337
Sigma Planning Corp 36360.05%0.21%0.83%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 3150.00%0.03%0.05%Q2 2013Q3 202336
Brookstone Capital Management 36360.02%0.22%0.76%Q4 2014Q3 202336
CREDIT SUISSE AG/ 2410.00%0.01%0.02%Q2 2013Q3 202336
FINANCIAL COUNSELORS INC 2880.03%0.06%0.28%Q3 2014Q3 202336
Landmark Financial Advisors, LLC 36360.89%2.85%8.64%Q4 2014Q3 202336
Affiance Financial, LLC 36360.33%0.58%0.88%Q4 2014Q3 202336
Bray Capital Advisors 36360.13%0.43%0.66%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.05%0.15%0.35%Q4 2014Q3 202336
MAI Capital Management 36360.01%0.13%0.32%Q4 2014Q3 202336
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.15%1.80%2.53%Q2 2013Q1 202236
HOLLENCREST CAPITAL MANAGEMENT 1640.03%0.12%0.30%Q4 2013Q3 202335
Covington Capital Management 35350.12%0.35%0.53%Q1 2014Q3 202235
FIRST MANHATTAN CO. LLC. 35350.00%0.00%0.01%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.04%0.23%0.40%Q2 2013Q3 202335
VANGUARD GROUP INC 3230.00%0.00%0.01%Q1 2014Q3 202335
KWMG, LLC 19160.06%0.78%1.40%Q4 2014Q3 202335
FCA CORP /TX 35351.16%2.94%4.54%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.09%0.21%Q2 2013Q4 202135
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.01%0.03%0.05%Q1 2015Q3 202335
Plante Moran Financial Advisors, LLC 3220.01%0.11%0.38%Q2 2014Q3 202334
BRADLEY FOSTER & SARGENT INC/CT 21130.02%0.08%0.15%Q1 2015Q3 202334
Advisory Services Network, LLC 2730.00%0.21%0.42%Q4 2014Q3 202334
People's United Financial, Inc. 1810.01%0.02%0.03%Q2 2013Q1 202234
BINGHAM OSBORN & SCARBOROUGH LLC 34345.26%5.94%6.42%Q2 2013Q3 202134
Atria Investments, Inc 1960.02%0.13%0.56%Q3 2013Q3 202334
Quantitative Advantage, LLC 2710.95%2.48%3.91%Q3 2013Q2 202234
CAPTRUST FINANCIAL ADVISORS 2710.00%0.09%0.20%Q2 2014Q3 202334
Alexandria Capital, LLC 34340.41%0.80%2.20%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.01%0.04%0.10%Q2 2015Q3 202334
Relative Value Partners Group, LLC 34340.69%1.36%2.06%Q2 2015Q3 202334
RAYMOND JAMES TRUST N.A. 33330.02%0.07%0.13%Q3 2015Q3 202333
ORLEANS CAPITAL MANAGEMENT CORP/LA 19140.43%1.10%2.24%Q2 2015Q3 202333
Gemmer Asset Management LLC 33330.01%0.03%0.06%Q1 2014Q1 202233
AMI INVESTMENT MANAGEMENT INC 33332.89%5.47%9.95%Q3 2015Q3 202333
Evercore Wealth Management, LLC 1510.00%0.01%0.04%Q3 2013Q3 202333
SYNOVUS FINANCIAL CORP 23100.00%0.03%0.07%Q1 2015Q3 202333
CONDOR CAPITAL MANAGEMENT 2760.07%0.16%0.45%Q2 2013Q3 202133
WATERS PARKERSON & CO., LLC 32320.03%0.04%0.09%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.00%3.98%8.99%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.12%0.46%0.66%Q4 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.11%0.36%0.72%Q4 2015Q3 202332
Raab & Moskowitz Asset Management LLC 32320.18%1.09%1.82%Q4 2015Q3 202332
VALLEY NATIONAL ADVISERS INC 32320.01%0.24%0.47%Q4 2015Q3 202332
Allworth Financial LP 32320.00%0.09%0.94%Q4 2015Q3 202332
Sabal Trust CO 32320.22%0.34%0.43%Q4 2015Q3 202332
Haverford Trust Co 32320.01%0.04%0.07%Q4 2015Q3 202332
Oliver Luxxe Assets LLC 32320.39%1.58%2.10%Q4 2015Q3 202332
Proficio Capital Partners LLC 32320.35%1.14%2.07%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.02%0.05%0.14%Q1 2016Q3 202331
PARSONS CAPITAL MANAGEMENT INC/RI 3010.02%0.10%0.13%Q1 2015Q3 202331
Harel Insurance Investments & Financial Services Ltd. 2380.01%3.95%11.57%Q4 2015Q3 202331
Community Bank, N.A. 2650.00%0.16%0.34%Q4 2015Q3 202331
Karp Capital Management Corp 3010.01%0.77%3.92%Q4 2014Q3 202231
1834 INVESTMENT ADVISORS CO 2920.04%0.05%0.08%Q3 2015Q3 202331
SIGNATUREFD, LLC 2310.00%0.01%0.03%Q2 2013Q3 202331
IFP Advisors, Inc 17140.04%0.10%0.24%Q4 2015Q3 202331
Roble, Belko & Company, Inc 31310.00%0.01%0.02%Q1 2016Q3 202331
CWM, LLC 2210.00%0.01%0.02%Q3 2013Q3 202331
Berkeley Capital Partners, LLC 2740.16%2.45%6.32%Q4 2015Q3 202331
Jacobi Capital Management LLC 30300.06%0.17%0.24%Q2 2016Q3 202330
PEAPACK GLADSTONE FINANCIAL CORP 1410.01%0.15%0.62%Q2 2013Q3 202330
NEXT Financial Group, Inc 30300.12%0.49%0.91%Q3 2014Q4 202130
First Allied Advisory Services, Inc. 30300.05%0.16%0.27%Q2 2013Q3 202030
Institute for Wealth Management, LLC. 2010.09%0.24%0.44%Q4 2013Q3 202330
Anchor Investment Management, LLC 30300.03%0.86%1.53%Q3 2016Q4 202330
Forest Hill Capital, LLC 30300.02%0.08%0.18%Q2 2013Q3 202030
HOLDERNESS INVESTMENTS CO 1420.09%0.23%0.86%Q4 2014Q3 202330
BANQUE PICTET & CIE SA 2020.00%0.08%0.51%Q4 2013Q3 202330
Moors & Cabot, Inc. 1730.03%0.05%0.08%Q2 2015Q3 202330
Stearns Financial Services Group 30301.99%4.40%5.49%Q2 2013Q3 202030
CIBC WORLD MARKET INC. 2910.00%0.02%0.04%Q4 2014Q3 202330
Perigon Wealth Management, LLC 2110.00%0.11%0.25%Q3 2011Q3 202330
Essex Financial Services, Inc. 16140.07%0.17%0.44%Q3 2015Q3 202330
PRIO WEALTH LIMITED PARTNERSHIP 2720.01%0.02%0.03%Q4 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.03%0.06%Q4 2013Q4 202029
Karpus Management, Inc. 15140.04%0.77%1.16%Q1 2014Q3 202329
Callan Capital, LLC 2720.10%1.16%1.96%Q3 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.02%Q3 2013Q3 202329
Financial Architects, Inc 2540.01%0.05%0.13%Q1 2016Q2 202329
HOWE & RUSLING INC 2630.01%0.02%0.04%Q4 2015Q3 202329
Chicago Partners Investment Group LLC 1450.01%0.07%0.38%Q4 2014Q3 202329
Psagot Value Holdings Ltd. 29290.00%0.02%0.06%Q2 2014Q2 202129
Tower Research Capital LLC (TRC) 1010.00%0.13%0.71%Q2 2013Q2 202329
Sargent Bickham Lagudis LLC 28280.00%0.01%0.02%Q1 2016Q4 202228
FLAGSHIP HARBOR ADVISORS, LLC 28280.12%0.23%0.33%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.05%0.14%0.18%Q3 2016Q3 202328
CULLEN/FROST BANKERS, INC. 28280.00%0.01%0.03%Q4 2016Q3 202328
Cetera Investment Advisers 28280.05%0.12%0.25%Q4 2016Q3 202328
AE Wealth Management LLC 28280.04%0.25%0.69%Q4 2016Q3 202328
E&G Advisors, LP 28280.65%1.09%1.69%Q4 2016Q3 202328
WEBSTER BANK, N. A. 28280.00%0.01%0.01%Q4 2016Q3 202328
Fisher Asset Management, LLC 2310.00%0.03%0.22%Q3 2015Q3 202328
LINCOLN NATIONAL CORP 28280.01%0.03%0.05%Q4 2016Q3 202328
Ancora Advisors LLC 28280.01%0.05%0.08%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.08%0.23%0.38%Q4 2016Q3 202328
Laurel Wealth Advisors, Inc. 2620.10%0.17%0.24%Q4 2015Q4 202228
MASSMUTUAL TRUST CO FSB/ADV 2610.00%0.49%0.79%Q3 2014Q4 202328
IHT Wealth Management, LLC 28280.20%0.35%1.44%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 28280.18%0.22%0.31%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.02%0.22%0.36%Q4 2016Q3 202328
TCI Wealth Advisors, Inc. 28280.02%0.04%0.09%Q4 2016Q3 202328
Greytown Advisors Inc. 28281.62%2.19%2.64%Q4 2016Q3 202328
CHOREO, LLC 1410.01%0.27%0.87%Q1 2016Q3 202328
Armor Investment Advisors, LLC 28280.09%0.12%0.15%Q4 2016Q3 202328
FRANKLIN RESOURCES INC 1420.00%0.00%0.00%Q1 2016Q3 202328
HEADINVEST, LLC 28280.08%0.12%0.18%Q4 2016Q3 202328
Exchange Capital Management, Inc. 28280.02%1.65%2.72%Q4 2016Q3 202328
Joel Isaacson & Co., LLC 2260.00%0.11%0.25%Q3 2015Q3 202328
Good Life Advisors, LLC 27270.14%0.29%0.50%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.02%0.03%0.05%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.08%0.19%0.39%Q4 2016Q3 202327
Simmons Bank 27270.13%0.20%0.31%Q1 2017Q3 202327
SONATA CAPITAL GROUP INC 27270.19%0.28%0.40%Q1 2017Q3 202327
Patriot Financial Group Insurance Agency, LLC 2340.03%0.08%0.16%Q4 2016Q3 202327
FineMark National Bank & Trust 1810.00%0.01%0.03%Q1 2015Q3 202327
Thomasville National Bank 27270.19%0.24%0.33%Q1 2017Q3 202327
Strategic Advisors LLC 2430.04%0.15%0.24%Q4 2016Q3 202327
Veritable, L.P. 2510.00%0.04%0.20%Q1 2013Q2 202327
REILLY FINANCIAL ADVISORS, LLC 27270.01%0.03%0.07%Q2 2015Q4 202127
PEOPLES BANK /OH 27270.21%0.64%1.16%Q1 2017Q3 202327
Avior Wealth Management, LLC 15120.00%0.03%0.20%Q4 2015Q3 202327
GREENLEAF TRUST 27270.01%0.03%0.07%Q1 2017Q3 202327
PROFFITT & GOODSON INC 27270.23%0.66%1.56%Q1 2017Q3 202327
Jackson, Grant Investment Advisers, Inc. 1820.04%0.14%0.29%Q4 2015Q3 202327
Choate Investment Advisors 27270.01%0.04%0.09%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.08%0.21%0.40%Q2 2013Q4 201927
LEVEL FOUR ADVISORY SERVICES, LLC 1980.02%0.06%0.10%Q4 2016Q3 202327
D'Orazio & Associates, Inc. 26260.00%0.30%0.66%Q2 2017Q3 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.17%0.51%1.66%Q2 2017Q3 202326
PATTEN & PATTEN INC/TN 26260.05%0.11%0.17%Q2 2017Q3 202326
COMERICA BANK 2210.01%0.04%0.11%Q3 2013Q3 202326
AXA S.A. 26260.22%0.26%0.31%Q2 2013Q3 201926
Caprock Group, LLC 26260.04%0.11%0.28%Q2 2017Q3 202326
HSBC HOLDINGS PLC 1410.00%0.00%0.00%Q3 2013Q2 202226
Arete Wealth Advisors, LLC 1340.02%0.10%0.20%Q4 2016Q3 202326
MADISON INVESTMENT HOLDINGS INC 26260.43%0.93%1.62%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.09%0.15%0.24%Q2 2017Q3 202326
Ausdal Financial Partners, Inc. 1410.09%0.30%0.60%Q4 2015Q3 202326
Cornerstone Advisory, LLC 26260.98%1.74%2.55%Q2 2017Q3 202326
FAS Wealth Partners, Inc. 26260.03%0.06%0.13%Q2 2017Q3 202326
MOTCO 26260.00%0.01%0.01%Q2 2016Q3 202226
First Horizon Advisors, Inc. 2110.00%0.03%0.11%Q3 2015Q3 202326
SG Americas Securities, LLC 910.00%0.01%0.09%Q1 2014Q3 202326
NAPLES GLOBAL ADVISORS, LLC 26260.11%0.42%0.69%Q2 2017Q3 202326
Clearwater Capital Advisors, LLC 14120.04%0.06%0.08%Q1 2017Q3 202326
Ballentine Partners, LLC 2210.00%0.02%0.03%Q2 2016Q3 202326
BB&T SECURITIES, LLC 26260.02%0.05%0.11%Q2 2013Q3 201926
First Personal Financial Services 1310.00%0.00%0.01%Q1 2016Q3 202326
BROWN BROTHERS HARRIMAN & CO 1610.00%0.00%0.01%Q2 2015Q3 202326
Valmark Advisers, Inc. 1910.01%0.01%0.04%Q2 2015Q3 202325
BANK OF NOVA SCOTIA 1520.00%0.23%0.95%Q1 2016Q2 202325
HM PAYSON & CO 1870.01%0.02%0.03%Q1 2017Q3 202325
FARMERS & MERCHANTS INVESTMENTS INC 15100.01%0.01%0.02%Q4 2016Q3 202325
EVERGREEN CAPITAL MANAGEMENT LLC 25250.25%0.31%0.40%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.03%0.06%0.12%Q3 2017Q3 202325
NewEdge Advisors, LLC 1960.01%0.09%0.49%Q2 2017Q3 202325
COURIER CAPITAL LLC 25250.04%0.04%0.06%Q3 2017Q3 202325
YorkBridge Wealth Partners, LLC 25250.09%0.14%0.19%Q4 2016Q4 202225
Clark Capital Management Group, Inc. 910.00%0.26%0.62%Q1 2015Q3 202325
Royal Fund Management, LLC 25250.00%0.76%2.20%Q3 2017Q3 202325
Manchester Capital Management LLC 1960.01%0.43%1.19%Q4 2014Q3 202325
MPS Loria Financial Planners, LLC 2410.12%0.18%0.23%Q2 2017Q3 202325
CIBC Private Wealth Group, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
TIAA, FSB 25250.04%0.09%0.14%Q2 2017Q2 202325
Westside Investment Management, Inc. 1510.01%0.13%0.38%Q4 2016Q3 202325
RMB Capital Management, LLC 24240.08%0.27%0.38%Q4 2017Q3 202324
IFG Advisory, LLC 24240.43%0.55%0.68%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.17%0.22%0.33%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.03%0.18%0.32%Q4 2017Q3 202324
Addison Capital Co 24240.18%0.29%0.84%Q2 2014Q1 202024
Tower View Wealth Management LLC 24240.11%0.56%1.06%Q4 2017Q3 202324
Maryland Capital Management 24240.06%0.11%0.17%Q4 2016Q3 202224
Front Row Advisors LLC 24240.11%0.16%0.20%Q4 2017Q3 202324
QUADRANT CAPITAL GROUP LLC 13110.00%0.16%0.60%Q1 2017Q3 202324
Merit Financial Group, LLC 24240.04%0.12%0.30%Q4 2017Q3 202324
Portfolio Strategies, Inc. 24243.98%7.03%12.97%Q4 2017Q3 202324
Neuberger Berman Group LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q3 2014Q3 202324
Waldron Private Wealth LLC 2220.04%0.14%0.22%Q4 2015Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
SIMON QUICK ADVISORS, LLC 24240.00%0.08%0.26%Q4 2017Q3 202324
COMMERCE BANK 24240.00%0.01%0.02%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.12%0.16%0.20%Q4 2017Q3 202324
Advisors Capital Management, LLC 24240.02%0.10%0.13%Q4 2017Q3 202324
Ahrens Investment Partners LLC 2310.08%0.24%0.40%Q4 2016Q1 202324
McIlrath & Eck, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
CYPRESS CAPITAL MANAGEMENT LLC 24240.46%1.14%1.36%Q4 2016Q3 202224
Simplicity Solutions, LLC 2210.01%0.16%0.79%Q4 2015Q3 202324
Advisory Alpha, LLC 1020.00%0.24%0.81%Q2 2015Q3 202324
Integrated Wealth Concepts LLC 24240.07%0.16%1.14%Q4 2017Q3 202324
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 24240.17%0.35%0.52%Q3 2016Q2 202224
Csenge Advisory Group 1950.01%0.21%0.46%Q3 2017Q3 202324
TIEDEMANN ADVISORS, LLC 24240.03%0.10%0.22%Q4 2017Q3 202324
VESTOR CAPITAL, LLC 13110.01%0.01%0.02%Q3 2017Q3 202324
CHARTER RESEARCH & INVESTMENT GROUP, INC. 24240.27%0.40%0.50%Q4 2017Q3 202324
OneDigital Investment Advisors LLC 1540.00%0.05%0.12%Q2 2017Q3 202324
SCS Capital Management LLC 1630.02%0.36%0.83%Q3 2016Q3 202324
Ballast, Inc. 24240.66%2.40%3.81%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.04%0.06%0.14%Q4 2017Q3 202324
Personal Capital Advisors Corp 24240.00%0.01%0.02%Q1 2017Q4 202224
BUCKINGHAM STRATEGIC WEALTH, LLC 24240.02%0.06%0.12%Q4 2017Q3 202324
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 24240.05%0.18%0.27%Q2 2015Q1 202124
VISTA INVESTMENT MANAGEMENT 24242.17%2.62%3.22%Q4 2017Q3 202324
WMS Partners, LLC 1770.02%0.19%0.36%Q3 2017Q3 202324
Carmichael Hill & Associates, Inc. 24241.70%2.33%2.68%Q4 2017Q3 202324
Busey Bank 24240.03%0.05%0.06%Q4 2017Q3 202324
Krilogy Financial LLC 1510.02%0.09%0.27%Q2 2016Q1 202324
Financial Advocates Investment Management 24240.10%0.16%0.23%Q4 2017Q3 202324
Sunbelt Securities, Inc. 24240.04%0.19%0.27%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24241.45%3.12%4.31%Q4 2017Q3 202324
Allied Investment Advisors, LLC 24240.24%0.62%5.39%Q4 2017Q3 202324
Doyle Wealth Management 23230.07%0.11%0.14%Q1 2017Q3 202223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.02%0.13%Q1 2018Q3 202323
First Heartland Consultants, Inc. 2210.01%0.15%0.27%Q2 2013Q2 202223
Global Trust Asset Management, LLC 23230.00%0.03%0.39%Q1 2018Q3 202323
Peak Financial Management, Inc. 1310.09%1.80%9.09%Q4 2015Q4 202123
Belpointe Asset Management LLC 1850.03%0.09%0.34%Q4 2017Q3 202323
Mascoma Wealth Management LLC 12110.07%0.10%0.22%Q4 2016Q3 202323
SUNTRUST BANKS INC 23230.00%0.03%0.09%Q1 2014Q3 201923
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 23230.00%0.03%0.05%Q1 2018Q3 202323
Bigelow Investment Advisors, LLC 1940.17%0.84%1.67%Q4 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.58%1.18%1.86%Q1 2018Q3 202323
Glassman Wealth Services 2210.03%0.52%1.04%Q3 2016Q3 202323
EP Wealth Advisors, LLC 1340.02%0.05%0.07%Q3 2017Q3 202323
FDx Advisors, Inc. 1310.01%0.02%0.08%Q3 2016Q3 202323
PRUDENTIAL FINANCIAL INC 2120.00%0.05%0.65%Q1 2015Q3 202323
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q4 202223
COLONY GROUP LLC 2010.01%0.01%0.03%Q3 2015Q3 202323
MGO ONE SEVEN LLC 2120.09%0.22%0.64%Q4 2017Q3 202323
Gradient Investments LLC 2110.00%0.00%0.00%Q3 2016Q3 202323
Wealthcare Advisory Partners LLC 1230.01%0.04%0.15%Q3 2017Q3 202323
Parallel Advisors, LLC 2210.00%0.09%0.24%Q2 2017Q3 202323
GREYSTONE INVESTMENT MANAGEMENT LLC 23230.66%1.51%3.24%Q2 2013Q4 201823
BlackRock Inc. 1710.00%0.00%0.00%Q1 2016Q3 202322
Parsec Financial Management, Inc. 22220.07%0.13%0.16%Q4 2017Q1 202322
Shepherd Financial Partners LLC 22220.05%0.10%0.16%Q2 2018Q3 202322
Pathway Financial Advisors LLC 1480.28%0.46%0.71%Q4 2017Q3 202322
RAND WEALTH, LLC 22222.31%2.63%3.35%Q2 2013Q3 201822
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1750.00%0.01%0.01%Q4 2013Q3 202322
Ayalon Insurance Comp Ltd. 22220.25%0.76%1.27%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.05%0.08%0.14%Q2 2018Q3 202322
Bedel Financial Consulting, Inc. 22220.06%0.11%0.15%Q1 2018Q2 202322
Stonehage Fleming Financial Services Holdings Ltd 22220.01%0.01%0.03%Q4 2014Q1 202022
Snowden Capital Advisors LLC 1220.04%0.28%0.37%Q2 2017Q3 202322
STEPHENS INC /AR/ 22220.02%0.03%0.05%Q2 2018Q3 202322
DUNCKER STREETT & CO INC 1750.00%0.00%0.01%Q2 2015Q4 202022
RWA WEALTH PARTNERS, LLC 2020.01%0.08%0.29%Q1 2018Q3 202322
TRUE Private Wealth Advisors 22220.16%0.74%1.63%Q2 2018Q3 202322
Main Management LLC 22220.03%0.16%0.28%Q2 2018Q3 202322
SYM FINANCIAL Corp 22220.05%0.14%0.22%Q2 2018Q3 202322
Certified Advisory Corp 11110.20%2.24%3.26%Q4 2017Q3 202322
CX Institutional 22220.00%0.12%0.26%Q2 2018Q3 202322
WEDBUSH SECURITIES INC 22220.04%0.14%0.29%Q2 2018Q3 202322
COZAD ASSET MANAGEMENT INC 22220.23%0.39%0.87%Q2 2018Q3 202322
B. Riley Wealth Management, Inc. 1410.00%0.05%0.13%Q1 2014Q2 202221
Aevitas Wealth Management, Inc. 21210.44%1.14%1.83%Q4 2017Q4 202221
FIRST HAWAIIAN BANK 21210.01%0.02%0.03%Q3 2018Q3 202321
River Wealth Advisors LLC 1830.06%0.14%0.20%Q2 2018Q3 202321
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1560.00%0.02%0.07%Q2 2013Q4 202021
WESBANCO BANK INC 640.01%0.01%0.02%Q2 2013Q3 202321
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.01%0.02%Q3 2017Q3 202321
High Falls Advisors, Inc 1010.09%0.28%0.36%Q4 2015Q4 202121
PINNACLE ASSOCIATES LTD 21210.01%0.06%0.48%Q3 2018Q3 202321
Mengis Capital Management, Inc. 1920.07%0.09%0.12%Q2 2018Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.00%0.01%0.01%Q3 2016Q3 202321
Claret Asset Management Corp 21210.05%0.08%0.09%Q3 2018Q3 202321
ATWOOD & PALMER INC 21210.00%0.00%0.00%Q3 2018Q3 202321
NOMURA ASSET MANAGEMENT CO LTD 1110.00%0.01%0.04%Q4 2017Q3 202321
IndexIQ Advisors LLC 1510.00%0.02%0.06%Q3 2015Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.12%0.17%0.26%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.04%0.05%Q1 2017Q3 202321
Bison Wealth, LLC 2010.10%0.24%0.39%Q2 2015Q3 202321
SeaCrest Wealth Management, LLC 1560.02%0.13%0.29%Q4 2017Q3 202321
Invst, LLC 1721.35%2.70%5.49%Q2 2017Q3 202321
Keystone Financial Group 1720.15%0.17%0.21%Q4 2017Q3 202321
First PREMIER Bank 21210.04%1.53%2.26%Q3 2018Q3 202321
NEVILLE RODIE & SHAW INC 21210.23%0.35%0.46%Q4 2018Q4 202321
INGALLS & SNYDER LLC 1920.01%0.02%0.04%Q2 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 21210.00%0.00%0.01%Q1 2017Q1 202221
Magnus Financial Group LLC 20200.05%0.26%0.45%Q4 2018Q3 202320
ARTHUR M. COHEN & ASSOCIATES, LLC 1610.08%0.55%0.78%Q4 2017Q3 202320
One Day In July LLC 20200.11%0.21%0.34%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.09%0.19%Q4 2018Q3 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20205.25%7.05%12.93%Q3 2017Q2 202220
American Portfolios Advisors 20200.01%0.12%0.26%Q4 2017Q3 202220
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.04%0.09%0.19%Q4 2018Q3 202320
BNP PARIBAS FINANCIAL MARKETS 20200.00%0.00%0.01%Q4 2018Q3 202320
Pinnacle Wealth Management Advisory Group, LLC 1730.04%0.11%0.25%Q3 2018Q3 202320
MONTAG & CALDWELL, LLC 1810.01%0.01%0.03%Q2 2015Q3 202020
Stratos Wealth Advisors, LLC 20200.18%0.81%2.32%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1460.01%0.01%0.01%Q2 2018Q2 202320
Gilman Hill Asset Management, LLC 1910.05%0.08%0.12%Q3 2018Q3 202320
Private Wealth Advisors, LLC 20200.29%0.59%1.20%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.30%0.63%0.94%Q2 2017Q3 202220
Security National Bank 20200.07%0.13%0.19%Q4 2018Q3 202320
Sepio Capital, LP 20200.05%0.06%0.08%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.02%0.08%0.14%Q4 2015Q3 202020
CHEMUNG CANAL TRUST CO 20200.05%0.08%0.10%Q1 2019Q4 202320
Voya Financial Advisors, Inc. 1910.03%0.08%0.18%Q4 2015Q1 202120
Capital Investment Advisory Services, LLC 20200.01%0.03%0.09%Q4 2018Q3 202320
BAHL & GAYNOR INC 20200.13%0.23%0.35%Q2 2013Q1 201820
DAVENPORT & Co LLC 1910.00%0.02%0.02%Q3 2018Q3 202320
BRYN MAWR TRUST Co 1910.01%0.02%0.03%Q3 2018Q3 202320
DAGCO, INC. 20200.99%1.53%6.05%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.13%0.37%0.48%Q4 2018Q3 202320
Parkside Financial Bank & Trust 1460.00%0.01%0.03%Q2 2016Q3 202320
Edge Capital Group, LLC 20200.14%0.33%0.77%Q4 2018Q3 202320
WELCH CAPITAL PARTNERS LLC/NY 20201.97%2.69%3.47%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20200.33%0.93%1.57%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.07%0.11%0.13%Q4 2018Q3 202320
VALLEY WEALTH MANAGERS, INC. 20200.08%0.16%0.24%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.02%0.10%0.21%Q4 2018Q3 202320
Freestone Capital Holdings, LLC 20200.01%0.05%0.12%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.14%0.26%0.54%Q4 2018Q3 202320
Lido Advisors, LLC 20200.03%0.29%0.64%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.24%0.42%0.52%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.26%0.31%0.36%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.30%0.46%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20201.18%4.92%7.75%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.49%0.84%1.89%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.03%0.08%0.15%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.02%0.11%0.25%Q4 2018Q3 202320
Full Sail Capital, LLC 20202.18%2.82%3.78%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.07%0.10%Q4 2018Q3 202320
Archer Investment Corp 20200.07%0.10%0.14%Q4 2018Q3 202320
East Coast Asset Management, LLC. 20200.09%0.34%1.36%Q4 2012Q3 201720
MERCER GLOBAL ADVISORS INC /ADV 19190.05%0.11%0.20%Q1 2019Q3 202319
Realta Investment Advisors 19190.06%0.46%1.03%Q1 2019Q3 202319
BerganKDV Wealth Management, LLC 19190.01%1.20%2.01%Q4 2018Q2 202319
Graves Light Lenhart Wealth, Inc. 1630.06%0.09%0.13%Q4 2018Q3 202319
Kovitz Investment Group Partners, LLC 19190.01%0.03%0.06%Q1 2019Q3 202319
PHYSICIANS FINANCIAL SERVICES, INC. 19190.14%0.17%0.20%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.03%0.09%Q3 2018Q3 202319
Independence Bank of Kentucky 19190.02%0.07%0.13%Q1 2019Q3 202319
First National Bank of South Miami 19190.12%0.19%0.32%Q4 2018Q2 202319
Northeast Financial Consultants Inc 19190.04%0.05%0.08%Q1 2019Q3 202319
MEITAV INVESTMENT HOUSE LTD 1110.01%0.07%0.14%Q2 2018Q3 202319
Hanson & Doremus Investment Management 1720.00%0.01%0.02%Q3 2016Q3 202319
ROPES WEALTH ADVISORS LLC 910.01%0.05%0.07%Q3 2016Q2 202319
Brouwer & Janachowski, LLC 19190.05%0.08%0.12%Q1 2017Q3 202119
Waverly Advisors, LLC 1420.01%0.03%0.05%Q3 2013Q3 202319
PICTET ASSET MANAGEMENT LTD 1320.00%0.01%0.02%Q1 2015Q3 202019
Rikoon Group, LLC 19190.19%0.40%0.49%Q3 2016Q1 202119
Riverview Trust Co 19190.00%0.00%0.00%Q1 2019Q3 202319
Ascension Asset Management LLC 1012.06%2.59%2.90%Q4 2017Q2 202319
TOMPKINS FINANCIAL CORP 830.00%0.01%0.02%Q4 2014Q4 202319
Lenox Wealth Management, Inc. 19190.01%0.01%0.01%Q4 2015Q2 202019
TSFG, LLC 19191.01%1.88%3.73%Q1 2019Q3 202319
TRUIST FINANCIAL CORP 1710.00%0.07%0.12%Q2 2015Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.96%1.33%1.87%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
GARRISON POINT ADVISORS, LLC 19190.24%0.32%0.41%Q1 2019Q3 202319
ALBION FINANCIAL GROUP /UT 1010.03%0.03%0.04%Q3 2018Q3 202319
Strategic Blueprint, LLC 19190.17%0.28%0.38%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.39%0.87%1.35%Q4 2018Q3 202319
MARSHALL FINANCIAL GROUP INC /ADV 19190.13%0.18%0.21%Q1 2019Q3 202319
Wolff Financial Management LLC 1090.76%1.34%2.77%Q4 2018Q3 202319
Financial Insights, Inc. 1810.26%0.47%0.80%Q4 2018Q3 202319
Summit Trail Advisors, LLC 1630.06%0.28%0.78%Q2 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.09%0.70%1.14%Q4 2018Q3 202319
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Prospera Financial Services Inc 1520.01%0.07%0.21%Q2 2013Q3 202319
Bogart Wealth, LLC 1620.00%0.02%0.14%Q3 2018Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
CREATIVE FINANCIAL DESIGNS INC /ADV 1440.02%0.35%0.54%Q4 2016Q3 202318
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
WESTWOOD HOLDINGS GROUP INC 18180.00%0.01%0.01%Q2 2019Q3 202318
Hilltop Holdings Inc. 18180.04%0.09%0.16%Q2 2019Q3 202318
BREWIN DOLPHIN LTD 18180.00%0.01%0.02%Q1 2018Q2 202218
Douglass Winthrop Advisors, LLC 18180.02%0.06%0.08%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.03%0.08%0.11%Q2 2013Q3 201718
Cutter & CO Brokerage, Inc. 1620.07%0.37%0.66%Q2 2017Q3 202318
Sound View Wealth Advisors Group, LLC 18180.75%1.14%1.40%Q2 2019Q3 202318
Crestwood Advisors Group, LLC 1710.00%0.02%0.03%Q1 2017Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.17%0.21%0.25%Q1 2019Q3 202318
Ellis Investment Partners, LLC 18180.02%0.06%0.10%Q2 2019Q3 202318
TimeScale Financial, Inc. 1710.00%0.03%0.18%Q4 2018Q2 202318
Jacobus Wealth Management, Inc. 18180.55%0.77%1.16%Q2 2013Q3 201718
DFPG INVESTMENTS, LLC 18180.03%0.18%0.36%Q2 2019Q3 202318
Fiera Capital Corp 1260.00%0.01%0.01%Q1 2018Q3 202318
Private Capital Group, LLC 18180.03%0.09%0.16%Q4 2017Q1 202218
Gryphon Financial Partners LLC 1530.05%0.30%0.38%Q4 2017Q3 202318
Cerity Partners LLC 1080.01%0.21%0.81%Q1 2019Q3 202318
PFG Advisors 18180.08%0.15%0.23%Q2 2019Q3 202318
WEALTHSOURCE PARTNERS, LLC 18180.02%0.07%0.30%Q2 2019Q3 202318
Cable Hill Partners, LLC 1030.01%0.04%0.08%Q1 2017Q3 202318
Heritage Wealth Advisors 18180.00%0.00%0.01%Q2 2019Q3 202318
Venturi Wealth Management, LLC 1230.02%0.49%1.11%Q1 2016Q3 202318
Garde Capital, Inc. 18180.01%0.03%0.06%Q2 2019Q3 202318
Trinity Legacy Partners, LLC 18180.20%0.42%0.71%Q2 2019Q3 202318
Evanson Asset Management, LLC 18180.09%0.11%0.15%Q2 2019Q3 202318
StoneX Group Inc. 17170.11%0.21%0.36%Q4 2017Q4 202117
Trilogy Capital Inc. 1430.00%0.33%1.77%Q1 2018Q3 202317
Acropolis Investment Management, LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
Endurance Wealth Management, Inc. 1430.00%0.01%0.02%Q2 2015Q2 202317
Asset Dedication, LLC 1010.00%0.19%1.82%Q4 2015Q3 202317
Fragasso Group Inc. 1410.03%0.05%0.19%Q4 2018Q4 202317
BARINGS LLC 1110.01%0.31%1.10%Q3 2018Q3 202317
BBR PARTNERS, LLC 17170.04%0.87%1.57%Q3 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.01%0.01%0.01%Q4 2018Q3 202317
Grove Bank & Trust 17170.04%0.07%0.09%Q3 2019Q3 202317
Verdence Capital Advisors LLC 1520.04%0.06%0.08%Q4 2017Q3 202317
Stuart Chaussee & Associates, Inc. 1527.93%20.52%48.38%Q2 2018Q3 202317
Spearhead Capital Advisors, LLC 1430.13%0.20%0.27%Q1 2018Q2 202217
Alpha Cubed Investments, LLC 1610.02%0.04%0.05%Q1 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.02%0.03%0.04%Q3 2019Q3 202317
HOWARD FINANCIAL SERVICES, LTD. 17170.05%0.33%0.75%Q4 2018Q4 202217
SANDERS MORRIS HARRIS LLC 610.04%0.08%0.14%Q1 2016Q3 202317
Traynor Capital Management, Inc. 1430.04%0.06%0.08%Q2 2019Q3 202317
Faithward Advisors, LLC 17170.05%0.12%0.21%Q3 2019Q3 202317
McCollum Christoferson Group LLC 1410.07%0.10%0.13%Q3 2018Q3 202317
FLPUTNAM INVESTMENT MANAGEMENT CO 17170.01%0.02%0.04%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.31%0.74%1.61%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.02%0.04%Q2 2013Q2 201717
Concert Wealth Management Inc. 17170.08%0.15%0.34%Q2 2013Q2 201717
ACG Wealth 810.00%0.10%0.33%Q1 2017Q2 202217
US FINANCIAL ADVISORS, LLC 1070.06%0.65%4.86%Q4 2014Q1 202317
Seneca House Advisors 17170.13%0.18%0.23%Q2 2019Q2 202317
iAB Financial Bank 17173.75%4.85%6.05%Q2 2013Q2 201717
Meristem Family Wealth, LLC 17170.13%0.20%0.26%Q1 2018Q1 202217
Silicon Valley Capital Partners 17170.09%4.69%6.96%Q3 2019Q3 202317
Clarus Wealth Advisors 1510.12%0.29%0.76%Q4 2017Q2 202317
ARGI Investment Services, LLC 17170.05%0.07%0.14%Q4 2018Q4 202217
Sequoia Financial Advisors, LLC 980.02%0.03%0.04%Q2 2019Q3 202317
TIAA CREF TRUST CO FSB/MO 16160.08%0.18%0.23%Q2 2013Q1 201716
Ironwood Financial, llc 1510.02%0.04%0.06%Q1 2018Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Kovack Advisors, Inc. 16160.05%0.16%0.22%Q4 2019Q3 202316
Biltmore Family Office, LLC 16160.11%0.21%0.37%Q4 2019Q3 202316
FIFTH THIRD SECURITIES, INC. 910.18%0.99%2.15%Q1 2016Q3 202316
Canal Capital Management, LLC 930.06%1.34%2.45%Q2 2015Q3 202316
HYMAN CHARLES D 16160.05%0.06%0.08%Q4 2019Q3 202316
Bay Harbor Wealth Management, LLC 16160.35%0.40%0.45%Q4 2019Q3 202316
Meridian Wealth Advisors, LLC 1410.07%0.09%0.12%Q4 2018Q3 202316
Prestige Wealth Management Group LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
KMG FIDUCIARY PARTNERS, LLC 1150.05%0.10%0.18%Q4 2018Q3 202316
SEARCY FINANCIAL SERVICES INC /ADV 16163.17%6.73%14.14%Q4 2018Q3 202216
Cranbrook Wealth Management, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Cribstone Capital Management, LLC 1420.04%0.11%0.98%Q2 2016Q4 202216
Towercrest Capital Management 16160.05%0.07%0.09%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.98%3.82%5.24%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.63%0.99%1.65%Q4 2019Q3 202316
Cascade Investment Advisors, Inc. 1510.04%0.05%0.06%Q4 2018Q1 202316
New England Private Wealth Advisors LLC 16160.06%0.30%0.51%Q4 2019Q3 202316
CNB Bank 16160.02%0.03%0.03%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.98%2.74%7.40%Q4 2017Q3 202116
IEQ CAPITAL, LLC 16160.28%0.41%0.95%Q4 2019Q3 202316
Legacy Advisors, LLC 1420.04%0.10%0.16%Q1 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.71%0.91%1.06%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16165.15%6.48%8.52%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.27%0.37%0.44%Q4 2019Q3 202316
Equitable Holdings, Inc. 16162.20%3.05%4.25%Q4 2019Q3 202316
180 WEALTH ADVISORS, LLC 840.04%0.16%0.31%Q1 2019Q3 202316
EVOKE WEALTH, LLC 1510.04%0.06%0.08%Q3 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.20%0.28%0.36%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.25%0.31%0.39%Q4 2019Q3 202316
ENTERPRISE FINANCIAL SERVICES CORP 1420.00%0.95%2.01%Q1 2017Q2 202216
Visionary Wealth Advisors 16160.13%0.43%1.01%Q4 2019Q3 202316
Mokosak Advisory Group, LLC 16160.54%7.10%8.66%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.06%0.24%0.87%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16161.42%1.75%1.96%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.57%0.78%0.99%Q4 2019Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1510.04%0.10%0.15%Q3 2013Q3 201716
BANK HAPOALIM BM 16160.02%0.05%0.07%Q4 2019Q3 202316
AlphaStar Capital Management, LLC 1330.04%0.45%1.06%Q4 2017Q3 202316
Beacon Financial Advisory LLC 16160.33%0.47%0.54%Q4 2019Q3 202316
Heritage Trust Co 810.03%0.04%0.06%Q1 2017Q1 202216
Laidlaw Wealth Management LLC 16160.50%0.90%1.43%Q4 2019Q3 202316
Secure Asset Management, LLC 16160.27%0.40%0.51%Q4 2019Q3 202316
CERTUITY, LLC 16160.28%0.49%0.80%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.09%0.12%Q4 2019Q3 202316
LPWM LLC 16160.42%0.83%1.20%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.08%0.17%0.28%Q4 2019Q3 202316
MYCIO WEALTH PARTNERS, LLC 1150.01%0.02%0.04%Q2 2013Q4 201916
BELLEVUE ASSET MANAGEMENT, LLC 16161.46%1.72%2.34%Q4 2019Q3 202316
Evolution Wealth Advisors, LLC 1240.00%0.24%0.74%Q4 2018Q3 202316
NorthRock Partners, LLC 16160.03%0.16%1.09%Q4 2019Q3 202316
Van Cleef Asset Management,Inc 1420.04%0.04%0.05%Q2 2018Q3 202316
Key FInancial Inc 16160.25%0.34%0.45%Q4 2019Q3 202316
Bangor Savings Bank 1150.01%0.04%0.06%Q1 2018Q2 202316
MADISON WEALTH MANAGEMENT 16160.58%0.74%0.84%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.04%0.39%4.23%Q4 2019Q3 202316
CVA Family Office, LLC 16160.26%3.22%4.42%Q4 2019Q3 202316
Worth Venture Partners, LLC 16160.23%0.54%0.96%Q1 2017Q4 202016
Marotta Asset Management 1332.39%5.74%7.50%Q4 2019Q4 202316
Altus Wealth Management, LLC 16160.47%0.59%0.81%Q4 2019Q3 202316
360 Financial, Inc. 16160.16%0.23%0.29%Q4 2019Q3 202316
Taikang Asset Management (Hong Kong) Co Ltd 16160.17%0.58%0.99%Q4 2017Q3 202116
FINANCIAL CONSULATE, INC 16160.16%0.22%0.28%Q4 2019Q3 202316
55I, LLC 16160.18%0.66%2.45%Q4 2018Q3 202216
New England Investment & Retirement Group, Inc. 1150.42%1.76%5.00%Q3 2013Q4 202016
Ameritas Investment Partners, Inc. 1510.00%0.00%0.00%Q3 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
Cypress Wealth Advisors LLC 16161.07%2.58%5.63%Q2 2015Q1 201916
Private Ocean, LLC 1510.00%0.01%0.03%Q3 2017Q3 202316
Curtis Advisory Group, LLC 16167.43%10.06%13.82%Q4 2019Q3 202316
Riggs Asset Managment Co. Inc. 16160.01%0.01%0.02%Q3 2016Q2 202016
Sugarloaf Wealth Management, LLC 16160.04%0.07%0.16%Q4 2019Q3 202316
Elwood & Goetz Wealth Advisory Group, LLC 15155.55%8.12%11.40%Q1 2020Q3 202315
Quaker Wealth Management, LLC 961.54%3.35%6.43%Q4 2019Q3 202315
McGuire Investment Group, LLC 15150.09%0.13%0.17%Q1 2020Q3 202315
Larson Financial Group LLC 1410.01%0.03%0.10%Q3 2019Q3 202315
NATIONAL PLANNING CORP 15150.03%0.13%0.32%Q1 2014Q3 201715
TOWNSQUARE CAPITAL LLC 610.01%0.02%0.09%Q4 2018Q3 202315
VERITY Wealth Advisors 15150.24%0.28%0.33%Q2 2020Q4 202315
Apexium Financial, LP 15150.16%0.31%0.64%Q1 2020Q3 202315
Salomon & Ludwin, LLC 960.01%0.14%0.46%Q4 2018Q3 202315
Johnson Financial Group, Inc. 1410.00%0.00%0.01%Q4 2017Q4 202215
PICTET BANK & TRUST Ltd 1320.10%0.27%0.35%Q4 2016Q3 202315
WealthBridge Capital Management, LLC 1320.06%0.10%0.14%Q4 2018Q3 202315
Zhang Financial LLC 15150.15%0.20%0.26%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.10%0.23%Q2 2013Q4 201615
Executive Wealth Management, LLC 1230.00%0.04%0.06%Q4 2018Q3 202315
PACIFIC SUN FINANCIAL CORP 610.51%0.64%0.83%Q1 2018Q2 202315
EPIQ Capital Group, LLC 15150.05%0.15%0.33%Q1 2020Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Capital Bank & Trust Co 15150.00%0.00%0.00%Q3 2017Q1 202115
Capital Square, LLC 15150.18%0.41%0.63%Q4 2019Q2 202315
Pacifica Partners Inc. 15150.04%0.06%0.11%Q2 2020Q4 202315
XML Financial, LLC 15150.56%1.01%1.68%Q1 2020Q3 202315
RITHOLTZ WEALTH MANAGEMENT 1410.02%0.03%0.04%Q4 2019Q3 202315
Liberty Capital Management, Inc. 630.05%0.07%0.08%Q3 2016Q3 202315
PBMares Wealth Management LLC 15150.11%0.30%0.59%Q1 2020Q3 202315
FCG ADVISORS, LLC 15150.10%0.14%0.28%Q1 2017Q3 202015
M Holdings Securities, Inc. 810.02%0.06%0.12%Q2 2017Q2 202315
Mattern Wealth Management LLC 15150.11%0.12%0.16%Q1 2020Q3 202315
ASSETMARK, INC 710.00%0.05%0.72%Q3 2013Q1 202315
Moser Wealth Advisors, LLC 1320.10%0.17%0.26%Q4 2019Q3 202315
BALLAST ADVISORS LLC 15150.06%0.13%0.18%Q4 2019Q2 202315
CAROLINAS WEALTH CONSULTING LLC 15150.03%0.06%0.10%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.43%0.55%0.82%Q4 2019Q3 202315
Eudaimonia Partners, LLC 870.29%1.09%3.19%Q4 2019Q3 202315
Wellspring Financial Advisors, LLC 15150.18%0.26%0.32%Q1 2020Q3 202315
Miracle Mile Advisors, LLC 1320.02%0.07%0.10%Q4 2019Q3 202315
Stevard, LLC 1050.18%0.42%0.65%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.06%0.09%0.12%Q1 2020Q3 202315
Blume Capital Management, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.03%0.05%Q4 2019Q2 202315
Advisor Group, Inc. 15150.05%0.13%0.26%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.12%0.28%0.40%Q1 2020Q3 202315
Mosaic Family Wealth, LLC 15150.10%0.26%0.79%Q4 2017Q2 202115
Axiom Financial Strategies, LLC 15155.32%6.77%8.77%Q1 2020Q3 202315
IRON Financial LLC 1410.10%0.14%0.18%Q4 2019Q3 202315
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.04%0.05%Q3 2018Q3 202315
Gray Wealth Management Inc. 15150.77%1.09%1.33%Q1 2020Q3 202315
CWA Asset Management Group, LLC 15150.08%0.11%0.15%Q1 2020Q3 202315
Plancorp, LLC 1410.03%0.05%0.10%Q4 2019Q3 202315
Bank Pictet & Cie (Europe) AG 15150.10%0.44%0.78%Q1 2015Q3 201815
ARKANSAS FINANCIAL GROUP, INC. 15150.08%0.91%1.37%Q1 2020Q3 202315
PLANNING DIRECTIONS INC 610.16%0.58%1.86%Q1 2018Q3 202315
PDS Planning, Inc 15150.06%0.09%0.13%Q1 2020Q3 202315
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1050.01%0.04%0.08%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.00%0.04%0.08%Q1 2020Q3 202315
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15150.05%0.07%0.10%Q1 2020Q3 202315
Ken Stern & Associates, Inc. 1233.39%4.15%7.81%Q4 2014Q3 201815
BOSTON FAMILY OFFICE LLC 15150.02%0.04%0.06%Q2 2016Q4 201915
IBERIABANK CORP 15150.11%0.16%0.28%Q4 2016Q2 202015
Koshinski Asset Management, Inc. 1410.02%0.03%0.05%Q3 2018Q3 202315
SVB WEALTH LLC 960.00%0.05%0.09%Q4 2019Q3 202315
Retirement Group, LLC 1410.02%0.05%0.09%Q4 2019Q3 202315
PATHSTONE FAMILY OFFICE, LLC 710.00%0.04%0.15%Q1 2018Q3 202315
TAP Consulting, LLC 1210.06%2.58%4.19%Q1 2019Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
Pinnacle Advisory Group, Inc. 1010.03%0.12%0.18%Q1 2015Q2 201914
Selway Asset Management 14140.12%0.15%0.17%Q2 2020Q3 202314
Bell Bank 14140.04%0.05%0.07%Q2 2020Q3 202314
GeoWealth Management, LLC 14140.03%0.08%0.19%Q1 2020Q2 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.11%0.13%0.14%Q2 2020Q3 202314
Wealthstar Advisors, LLC 1040.14%0.18%0.23%Q2 2019Q3 202314
Aptus Capital Advisors, LLC 14140.01%0.05%0.14%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
NICOLET BANKSHARES INC 14140.07%0.08%0.09%Q2 2020Q3 202314
INVESTMENT MANAGEMENT OF VIRGINIA LLC 14141.46%2.88%3.82%Q4 2019Q1 202314
TRANSCEND CAPITAL ADVISORS, LLC 920.05%0.23%0.39%Q4 2019Q3 202314
Moneda S.A. Administradora General de Fondos 14141.65%3.55%8.17%Q4 2019Q1 202314
NatWest Group plc 1220.05%0.56%1.17%Q2 2017Q4 202014
SRS Capital Advisors, Inc. 1040.00%0.01%0.03%Q1 2020Q3 202314
Cordasco Financial Network 810.00%0.02%0.04%Q1 2014Q2 202214
STRATEGY ASSET MANAGERS LLC 810.08%0.10%0.12%Q4 2019Q3 202314
Fort Point Capital Partners LLC 14140.03%0.08%0.19%Q2 2020Q3 202314
BRIGHTON JONES LLC 1310.02%0.03%0.05%Q4 2019Q3 202314
BEACON INVESTMENT ADVISORY SERVICES, INC. 14140.01%0.02%0.03%Q2 2020Q3 202314
Strategic Wealth Investment Group, LLC 14140.16%0.27%0.38%Q2 2020Q3 202314
McAdam, LLC 1310.04%0.24%0.34%Q3 2018Q3 202314
Visionary Asset Management, Inc. 1010.16%1.00%1.62%Q4 2014Q4 201814
McKinley Carter Wealth Services, Inc. 1210.01%0.03%0.04%Q1 2018Q3 202314
Belvedere Trading LLC 410.00%0.07%0.44%Q3 2020Q3 202314
LUCAS CAPITAL MANAGEMENT 14141.18%4.22%7.19%Q3 2017Q4 202014
Sowell Financial Services LLC 710.01%0.09%0.14%Q4 2016Q1 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.19%2.35%4.10%Q2 2013Q3 201614
Clarkston Capital Partners, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Vectors Research Management, LLC 14140.00%0.01%0.02%Q3 2018Q4 202114
Fiduciary Trust Co International of Pennsylvania 410.01%0.02%0.03%Q4 2014Q1 202014
SHINE INVESTMENT ADVISORY SERVICES INC 14140.04%0.05%0.06%Q2 2017Q3 202014
GPM Growth Investors, Inc. 14140.42%0.54%0.67%Q2 2020Q3 202314
ProVise Management Group, LLC 1210.02%0.08%0.45%Q2 2015Q3 202314
BDO Wealth Advisors, LLC 860.00%0.02%0.05%Q2 2017Q2 202114
Kore Private Wealth LLC 1310.06%0.37%0.74%Q4 2018Q3 202214
Blue Fin Capital, Inc. 14140.10%0.12%0.14%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 1310.01%0.02%0.04%Q4 2019Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.15%0.22%0.49%Q2 2013Q3 201614
Wealth Alliance 14140.05%0.07%0.10%Q2 2020Q3 202314
Teamwork Financial Advisors, LLC 14140.03%0.14%0.25%Q2 2020Q3 202314
HBW ADVISORY SERVICES LLC 910.08%0.27%0.46%Q4 2019Q3 202314
MONETA GROUP INVESTMENT ADVISORS LLC 1220.02%0.06%0.09%Q2 2018Q3 202314
Sanctuary Wealth Management, L.L.C. 1112.84%4.44%9.08%Q1 2010Q3 202314
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14140.03%0.05%0.08%Q2 2020Q3 202314
WHITTIER TRUST CO OF NEVADA INC 1040.00%0.01%0.02%Q1 2018Q3 202314
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 14140.00%0.06%0.13%Q2 2013Q3 201614
MACQUARIE GROUP LTD 14140.00%0.00%0.01%Q2 2020Q3 202314
Sawyer & Company, Inc 1040.01%0.01%0.01%Q3 2019Q3 202314
Vestmark Advisory Solutions, Inc. 14140.02%0.09%0.14%Q1 2020Q2 202314
Independent Order of Foresters 14142.33%2.54%2.76%Q2 2020Q3 202314
DIXON HUBARD FEINOUR & BROWN INC/VA 720.17%0.29%0.34%Q4 2013Q3 201714
Wealthspire Advisors, LLC 1210.00%0.03%0.05%Q4 2018Q3 202314
Atlas Private Wealth Advisors 14140.12%0.17%0.21%Q2 2020Q3 202314
JT Stratford LLC 1110.06%0.26%0.64%Q4 2016Q3 202114
Outlook Wealth Advisors, LLC 14140.24%0.45%0.57%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.05%0.08%0.13%Q4 2017Q1 202114
Parisi Gray Wealth Management 630.06%0.12%0.21%Q4 2017Q3 202313
Carolina Wealth Advisors, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.15%0.42%0.58%Q4 2019Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.02%0.09%0.23%Q3 2020Q3 202313
Affinity Capital Advisors, LLC 13130.07%0.09%0.12%Q3 2020Q3 202313
MONECO Advisors, LLC 1030.07%0.11%0.16%Q2 2020Q3 202313
Guidant Wealth Advisors 13130.23%0.46%0.68%Q3 2016Q3 201913
Financial Engines Advisors L.L.C. 1210.00%0.00%0.00%Q3 2017Q3 202313
MFA WEALTH ADVISORS, LLC 942.82%7.16%11.83%Q4 2018Q3 202313
GPS Wealth Strategies Group, LLC 13134.71%6.50%8.50%Q3 2020Q3 202313
Diversified Portfolios, Inc. 13130.06%0.09%0.13%Q3 2020Q3 202313
DF DENT & CO INC 13130.00%0.00%0.01%Q3 2020Q3 202313
Leelyn Smith, LLC 13130.31%0.41%0.57%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.17%0.28%0.36%Q3 2020Q3 202313
Gilbert & Cook, Inc. 810.04%0.10%0.20%Q4 2016Q3 202113
Intersect Capital LLC 940.06%0.07%0.09%Q1 2019Q2 202213
PRW Wealth Management LLC 510.10%0.24%0.55%Q4 2018Q3 202313
SevenBridge Financial Group, LLC 13130.02%0.03%0.05%Q2 2016Q2 201913
Baron Financial Group, LLC 13130.16%0.18%0.20%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.00%0.00%0.01%Q2 2019Q2 202213
Founders Financial Alliance, LLC 13130.03%0.14%0.19%Q3 2020Q3 202313
Black Diamond Financial, LLC 13130.11%0.17%0.30%Q3 2020Q3 202313
InTrack Investment Management Inc 13130.25%0.29%0.35%Q4 2020Q4 202313
Newbridge Financial Services Group, Inc. 13130.05%0.25%0.68%Q3 2020Q3 202313
Vigilant Capital Management, LLC 630.00%0.00%0.01%Q1 2015Q3 202213
Richard Bernstein Advisors LLC 13130.10%3.83%7.66%Q1 2016Q1 201913
WESPAC Advisors SoCal, LLC 1030.00%0.00%0.01%Q4 2015Q1 201913
OXFORD FINANCIAL GROUP, LTD. LLC 13130.05%0.12%0.24%Q3 2020Q3 202313
SILVERCREST ASSET MANAGEMENT GROUP LLC 940.00%0.00%0.00%Q2 2020Q3 202313
Modera Wealth Management, LLC 13130.01%0.03%0.07%Q3 2020Q3 202313
REGENTATLANTIC CAPITAL LLC 1210.01%0.02%0.08%Q3 2018Q3 202213
NICOLET ADVISORY SERVICES, LLC 13130.03%0.04%0.04%Q1 2019Q1 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.08%0.14%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.05%0.07%0.10%Q2 2013Q2 201613
Tortoise Investment Management, LLC 1210.00%0.01%0.01%Q1 2015Q3 202313
Welch Group, LLC 13130.01%0.06%0.58%Q3 2020Q3 202313
Prime Capital Investment Advisors, LLC 810.00%0.03%0.08%Q4 2018Q3 202313
GYL FINANCIAL SYNERGIES, LLC 13130.03%0.09%0.16%Q3 2020Q3 202313
ROMAN BUTLER FULLERTON & CO 940.12%0.14%0.17%Q2 2020Q3 202313
Capital Analysts, LLC 1110.00%0.00%0.02%Q1 2018Q3 202313
Princeton Global Asset Management LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 13130.04%0.09%0.18%Q3 2020Q3 202313
ISLAY CAPITAL MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Ellevest, Inc. 13130.00%0.01%0.02%Q1 2020Q1 202313
EXCHANGE TRADED CONCEPTS, LLC 940.03%1.94%9.95%Q1 2020Q4 202313
Townsend & Associates, Inc 13130.05%0.13%0.18%Q3 2020Q3 202313
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.04%0.07%Q3 2020Q3 202313
SCHNIEDERS CAPITAL MANAGEMENT LLC 13130.08%0.11%0.13%Q3 2020Q3 202313
CreativeOne Wealth, LLC 1210.08%0.13%0.16%Q1 2018Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.03%0.05%0.10%Q2 2013Q2 201613
Vista Private Wealth Partners. LLC 1010.09%0.11%0.13%Q3 2019Q3 202313
CAPITAL ADVISORS INC/OK 13130.01%0.04%0.06%Q3 2020Q3 202313
NWAM LLC 1210.03%0.14%0.33%Q2 2020Q3 202313
RPg Family Wealth Advisory, LLC 810.01%0.02%0.04%Q2 2018Q1 202213
Perennial Investment Advisors, LLC 13130.55%0.86%1.54%Q3 2020Q3 202313
Apella Capital, LLC 1030.02%0.05%0.08%Q3 2020Q4 202313
HARVEST GROUP WEALTH MANAGEMENT, LLC 13130.25%1.95%7.01%Q1 2020Q1 202313
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1030.01%0.03%0.04%Q3 2013Q1 201913
Wiser Wealth Management, Inc 13133.47%3.84%4.81%Q4 2020Q4 202313
Regal Investment Advisors LLC 1010.00%0.05%0.16%Q2 2013Q3 202313
McNaughton Wealth Management, LLC 13130.48%1.62%2.20%Q3 2020Q3 202313
Vantage Financial Partners Ltd., Inc. 13130.14%0.26%0.33%Q3 2020Q3 202313
BOSTON ADVISORS LLC 710.01%0.01%0.02%Q4 2014Q3 201913
NORTH STAR ASSET MANAGEMENT INC 13130.02%0.02%0.02%Q3 2020Q3 202313
Lindbrook Capital, LLC 850.01%0.03%0.06%Q2 2020Q3 202313
RFG Advisory, LLC 1110.02%0.10%0.53%Q2 2015Q3 202312
Renaissance Technologies 320.00%0.00%0.01%Q2 2018Q4 202212
MITCHELL SINKLER & STARR/PA 12120.26%0.54%0.95%Q3 2020Q2 202312
WADE G W & INC 12120.02%0.03%0.05%Q4 2020Q3 202312
PRINCETON CAPITAL MANAGEMENT LLC 750.04%0.20%0.46%Q2 2013Q3 201912
Foothills Asset Management, Ltd. 12120.16%0.22%0.27%Q2 2017Q1 202012
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.03%0.07%Q4 2020Q3 202312
Aureus Asset Management, LLC 12120.14%0.15%0.17%Q1 2018Q4 202012
KINGS POINT CAPITAL MANAGEMENT 1110.01%0.02%0.03%Q1 2018Q1 202212
AMG National Trust Bank 840.01%0.01%0.02%Q2 2020Q2 202312
SMITH HAYES Advisers, Inc 12120.09%0.13%0.15%Q2 2013Q1 201612
WealthTrust Fairport, LLC 1110.00%1.76%2.26%Q3 2014Q1 201912
Sageworth Trust Co 12120.01%0.01%0.01%Q2 2020Q1 202312
Live Your Vision, LLC 1110.02%0.02%0.02%Q3 2015Q1 201912
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 840.01%0.02%0.04%Q3 2018Q3 202312
Gateway Advisory, LLC 1110.18%0.23%0.34%Q4 2015Q3 202312
Partnervest Advisory Services LLC 750.01%0.18%0.44%Q2 2013Q3 202012
Baystate Wealth Management LLC 840.00%0.00%0.00%Q1 2020Q3 202312
Hochman Cole Investment Advisors, Inc. 12120.16%0.18%0.23%Q4 2018Q3 202112
Advisors Preferred, LLC 410.00%2.26%16.68%Q4 2013Q2 202312
CHICAGO TRUST Co NA 1110.05%0.08%0.12%Q1 2015Q1 202312
Rehmann Capital Advisory Group 930.00%0.10%0.40%Q1 2018Q3 202312
MISSION WEALTH MANAGEMENT, LP 12120.04%0.06%0.10%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.01%0.06%0.18%Q4 2019Q3 202212
HORIZON FINANCIAL SERVICES, LLC 12120.26%3.52%10.85%Q3 2020Q2 202312
ADVANTAGE INVESTMENT MANAGEMENT, LLC 910.00%0.00%0.01%Q4 2014Q4 201812
Avestar Capital, LLC 740.02%0.05%0.13%Q4 2017Q3 202312
Wagner Wealth Management, LLC 840.02%0.25%0.64%Q4 2017Q3 202212
FINANCIAL LIFE ADVISORS 12120.09%0.12%0.15%Q4 2020Q3 202312
Poehling Capital Management, INC. 1110.12%0.14%0.16%Q3 2018Q3 202212
Towerpoint Wealth, LLC 12120.36%0.41%0.49%Q4 2020Q3 202312
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1110.04%0.13%0.20%Q2 2018Q3 202312
Main Street Financial Solutions, LLC 12120.25%0.33%0.40%Q4 2020Q3 202312
HOWARD WEALTH MANAGEMENT, LLC 610.04%0.18%0.30%Q4 2019Q3 202312
Lehman & Derafelo Financial Resources LLC 1020.05%0.07%0.10%Q3 2019Q3 202212
LAKE STREET PRIVATE WEALTH, LLC 12120.10%0.14%0.19%Q4 2020Q3 202312
RBA Wealth Management, LLC 840.78%0.95%1.05%Q1 2020Q3 202312
Curated Wealth Partners LLC 12120.33%0.60%0.94%Q4 2020Q3 202312
tru Independence LLC 910.01%0.81%1.15%Q4 2019Q3 202312
Charles Schwab Trust Co 12120.07%0.10%0.13%Q4 2020Q3 202312
Capital Planning LLC 12123.06%3.62%3.84%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 610.03%0.14%0.19%Q1 2020Q3 202312
Venture Visionary Partners LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Banque Cantonale Vaudoise 12120.01%0.02%0.04%Q3 2020Q2 202312
Resolute Advisors LLC 12120.05%0.19%0.46%Q4 2020Q3 202312
CALIBER WEALTH MANAGEMENT, LLC 12120.83%1.86%3.70%Q4 2020Q3 202312
HBC Financial Services, PLLC 12120.02%0.05%0.16%Q4 2019Q3 202212
Citizens National Bank Trust Department 12120.25%0.43%0.78%Q4 2020Q3 202312
Systematic Alpha Investments, LLC 12121.33%1.78%3.36%Q4 2020Q3 202312
High Note Wealth, LLC 12120.14%0.16%0.19%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.01%0.06%0.17%Q4 2020Q3 202312
Praetorian Wealth Management, Inc. 660.29%1.35%2.43%Q3 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.03%0.07%0.14%Q4 2020Q3 202312
David J Yvars Group 12120.21%0.24%0.30%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12121.77%2.01%2.15%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.78%0.97%1.27%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.07%0.12%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.15%0.18%0.22%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.03%0.07%0.12%Q4 2020Q3 202312
Diversified, LLC 12120.97%3.23%7.54%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12122.62%3.04%3.67%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.17%0.28%0.31%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.41%0.48%0.55%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.20%0.31%0.46%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.10%0.15%0.21%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.22%0.34%0.52%Q4 2020Q3 202312
Montis Financial, LLC 12120.61%0.87%1.00%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.36%0.48%0.56%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.34%0.42%0.49%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12124.16%4.83%6.44%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.25%0.50%0.85%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.25%0.30%0.36%Q4 2020Q3 202312
Sutton Wealth Advisors Inc. 930.00%0.02%0.08%Q1 2018Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.08%0.09%0.11%Q4 2018Q3 202112
JONES FINANCIAL COMPANIES LLLP 1110.00%0.00%0.01%Q4 2018Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
CORBYN INVESTMENT MANAGEMENT INC/MD 12120.10%0.24%0.45%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.15%0.84%2.49%Q4 2018Q3 202112
WealthPLAN Partners, LLC 410.00%0.02%0.08%Q1 2015Q4 202311
Hall Private Wealth Advisors 1012.24%3.86%7.07%Q4 2020Q3 202311
McClarren Financial Advisors, Inc. 650.09%0.19%0.37%Q4 2020Q3 202311
NewEdge Wealth, LLC 11110.06%0.21%0.32%Q1 2021Q3 202311
Pineno Levin & Ford Asset Management, Inc. 710.08%0.10%0.11%Q3 2018Q4 202111
Capital Investment Advisors, LLC 620.01%0.01%0.02%Q3 2020Q4 202311
PagnatoKarp Partners LLC 920.07%0.19%0.38%Q1 2017Q1 202011
Winch Advisory Services, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.04%0.29%0.77%Q1 2021Q3 202311
Paradigm Financial Advisors, LLC 1010.01%0.90%1.42%Q1 2014Q4 202111
ZACKS INVESTMENT MANAGEMENT 740.00%0.01%0.01%Q3 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.05%0.06%0.07%Q1 2021Q3 202311
Spire Wealth Management 11111.06%1.46%2.03%Q1 2021Q3 202311
Intrua Financial, LLC 1010.04%0.11%0.26%Q2 2020Q1 202311
Capstone Triton Financial Group, LLC 1010.11%0.23%0.69%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.01%0.02%0.11%Q1 2018Q3 202011
Koss-Olinger Consulting, LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.02%Q3 2019Q3 202311
Virtue Capital Management, LLC 920.04%0.09%0.13%Q4 2017Q3 202311
Concord Wealth Partners 740.02%0.07%0.13%Q4 2020Q3 202311
HRT FINANCIAL LP 520.00%0.11%0.25%Q3 2020Q3 202311
CHEMICAL BANK 11110.03%0.07%0.09%Q4 2016Q2 201911
CT Financial Advisors LLC 1010.06%0.13%0.34%Q1 2014Q1 201711
Clearview Wealth Advisors LLC 11110.01%0.07%0.28%Q4 2020Q2 202311
Daiwa Securities Group Inc. 11110.00%0.00%0.01%Q1 2018Q3 202011
Meridian Wealth Management, LLC 1010.02%0.04%0.08%Q2 2019Q3 202311
Capital Advisors Wealth Management, LLC 11113.74%4.87%7.30%Q1 2021Q3 202311
SEI INVESTMENTS CO 1010.00%0.00%0.00%Q2 2015Q2 201811
Berger Financial Group, Inc 740.03%0.04%0.06%Q4 2020Q3 202311
Trust Co of Kansas 1010.12%0.16%0.22%Q4 2020Q3 202311
Addison Advisors LLC 1010.03%0.07%0.12%Q4 2020Q3 202311
Apollon Wealth Management, LLC 11110.04%0.08%0.19%Q1 2021Q3 202311
Pure Financial Advisors, LLC 11110.01%0.02%0.06%Q2 2021Q4 202311
CONNING INC. 11110.01%0.01%0.02%Q1 2021Q3 202311
Orion Capital Management LLC 1010.00%0.01%0.06%Q4 2020Q3 202311
Bank of Marin 650.22%0.25%0.30%Q4 2020Q3 202311
CITY HOLDING CO 11110.01%0.01%0.01%Q1 2021Q3 202311
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11112.02%2.81%3.55%Q4 2019Q2 202211
Accel Wealth Management 1010.07%0.12%0.20%Q4 2020Q3 202311
Clean Yield Group 1010.01%0.01%0.02%Q4 2020Q3 202311
First Command Financial Services, Inc. 11110.00%0.02%0.03%Q4 2016Q2 201911
First Command Bank 11110.01%0.02%0.03%Q4 2016Q2 201911
Private Wealth Partners, LLC 830.06%0.06%0.07%Q1 2019Q3 202311
Minot Wealth Management LLC 11110.10%0.12%0.17%Q4 2019Q2 202211
Ironwood Investment Counsel, LLC 610.05%0.14%0.24%Q3 2016Q1 202311
Pallas Capital Advisors LLC 11110.23%0.68%1.07%Q1 2021Q3 202311
Peachtree Investment Partners, LLC 920.13%0.51%1.99%Q2 2020Q3 202311
MONUMENTAL FINANCIAL GROUP INC. 11116.06%8.14%10.88%Q1 2021Q3 202311
TRAIN BABCOCK ADVISORS LLC 11110.12%0.25%0.33%Q2 2013Q4 201511
Grant/GrossMendelsohn, LLC 920.22%1.08%8.66%Q4 2020Q3 202311
Argent Trust Co 10100.01%0.02%0.02%Q2 2021Q3 202310
Interchange Capital Partners, LLC 820.17%0.25%0.36%Q4 2020Q3 202310
STRATEGIC WEALTH MANAGEMENT INC 10100.64%0.83%1.04%Q1 2013Q2 201510
Halpern Financial, Inc. 10100.02%0.04%0.08%Q4 2019Q1 202210
Advisor Resource Council 10100.10%0.24%0.60%Q2 2021Q3 202310
BALASA DINVERNO & FOLTZ LLC 10100.02%0.02%0.02%Q2 2020Q3 202210
PSI Advisors, LLC 910.04%0.04%0.05%Q4 2019Q3 202310
HBK Sorce Advisory LLC 510.01%0.02%0.04%Q1 2020Q3 202310
Apriem Advisors 820.04%0.04%0.05%Q2 2015Q1 201810
TRUEWEALTH LLC 10100.02%0.02%0.03%Q1 2018Q2 202010
Surevest, LLC 510.03%0.10%0.26%Q4 2018Q3 202210
Claraphi Advisory Network, LLC 10100.24%0.30%0.42%Q1 2020Q2 202210
MBE Wealth Management, LLC 610.11%0.14%0.18%Q1 2020Q3 202310
Tatro Capital, LLC 10103.89%6.78%10.56%Q4 2019Q1 202210
Joseph P. Lucia & Associates, LLC 410.01%0.03%0.06%Q2 2019Q2 202210
Taylor Hoffman Wealth Management 910.06%0.07%0.07%Q4 2017Q2 202010
RVW Wealth, LLC 10100.00%0.04%0.06%Q3 2021Q4 202310
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 640.01%0.03%0.07%Q3 2020Q3 202310
Lumature Wealth Partners, LLC 10100.00%0.03%0.15%Q1 2021Q2 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.04%0.05%0.06%Q2 2021Q3 202310
Truepoint, Inc. 640.04%0.05%0.08%Q4 2020Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.07%0.17%Q3 2020Q4 202210
Trexquant Investment LP 310.01%0.07%0.23%Q1 2020Q3 202310
AJ WEALTH STRATEGIES, LLC 10100.01%0.06%0.12%Q1 2021Q2 202310
HARBOUR INVESTMENTS, INC. 640.26%0.44%0.57%Q1 2021Q3 202310
NOVARE CAPITAL MANAGEMENT LLC 640.02%0.30%0.56%Q4 2020Q3 202310
BOK Financial Private Wealth, Inc. 10100.02%0.03%0.03%Q2 2021Q3 202310
PRUDENTIAL PLC 430.01%0.04%0.10%Q2 2018Q3 202310
Stockman Wealth Management, Inc. 640.05%0.06%0.06%Q4 2020Q3 202310
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10100.00%0.00%0.00%Q4 2016Q1 201910
First Bancorp, Inc /ME/ 910.64%1.99%3.62%Q1 2021Q3 202310
RB Capital Management, LLC 10100.12%0.14%0.17%Q2 2021Q3 202310
IFS Advisors, LLC 410.00%6.46%15.82%Q4 2020Q4 202310
Brick & Kyle, Associates 10100.01%0.01%0.03%Q4 2014Q1 201710
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q4 2018Q3 202310
Bank of New Hampshire 10101.26%1.72%2.04%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.02%0.05%0.12%Q2 2021Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10101.34%1.61%1.98%Q2 2021Q3 202310
West Branch Capital LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
Private Wealth Group, LLC 10100.26%0.34%0.49%Q1 2021Q2 202310
Soundwatch Capital LLC 730.04%0.12%0.22%Q2 2020Q3 202310
Windham Capital Management, LLC 620.05%0.08%0.11%Q3 2016Q3 202110
SFMG, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Johanson Financial Advisors, Inc. 10100.05%0.25%0.37%Q3 2019Q4 202110
Thomas J. Herzfeld Advisors, Inc. 10100.00%0.01%0.01%Q2 2014Q3 201610
BOENNING & SCATTERGOOD, INC. 10100.06%0.10%0.12%Q3 2020Q4 202210
Accretive Wealth Partners, LLC 10100.29%0.34%0.40%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.02%0.02%0.04%Q2 2021Q3 202310
Zurich Insurance Group Ltd/FI 910.01%0.04%0.14%Q4 2018Q1 202210
EDMOND DE ROTHSCHILD HOLDING S.A. 420.00%0.04%0.18%Q3 2016Q2 202310
Varma Mutual Pension Insurance Co 10101.82%5.79%16.18%Q2 2021Q3 202310
Lee Financial Co 610.00%0.00%0.01%Q1 2018Q3 202310
Pekin Hardy Strauss, Inc. 10100.07%0.16%0.26%Q3 2019Q4 202110
Moisand Fitzgerald Tamayo, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Sterling Investment Advisors, Ltd. 550.01%0.01%0.02%Q2 2019Q2 202210
ARROW FINANCIAL CORP 10100.00%0.01%0.01%Q2 2021Q3 202310
Bienville Capital Management, LLC 730.08%0.10%0.13%Q2 2016Q2 201910
SVB Investment Services Inc. 10100.04%0.19%0.37%Q4 2019Q1 202210
WEST BANCORPORATION INC 420.12%0.16%0.20%Q4 2019Q2 202310
ASPIRIANT HOLDINGS S3, LLC 10100.13%0.90%2.30%Q3 2013Q4 201510
FLOW TRADERS U.S. LLC 410.00%0.12%0.52%Q3 2016Q2 202310
Arlington Partners LLC 810.01%0.24%0.43%Q4 2019Q3 20239
American Financial Network Advisory Services LLC 990.06%1.14%1.78%Q3 2017Q3 20199
VAN STRUM & TOWNE INC. 630.09%0.11%0.12%Q4 2020Q3 20239
CITIZENS FINANCIAL GROUP INC/RI 990.03%0.03%0.05%Q3 2021Q3 20239
Bernardo Wealth Planning LLC 990.23%0.28%0.36%Q4 2018Q4 20209
Lesa Sroufe & Co 510.24%0.30%0.34%Q3 2020Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.21%0.27%0.43%Q4 2019Q4 20219
TWO SIGMA SECURITIES, LLC 210.00%0.06%0.37%Q4 2016Q2 20239
Edge Wealth Management LLC 990.01%0.01%0.01%Q4 2019Q4 20219
Sullivan, Bruyette, Speros & Blaney, LLC 810.01%0.03%0.05%Q1 2017Q1 20219
Ifrah Financial Services, Inc. 420.06%0.09%0.12%Q1 2020Q3 20239
Rathbones Group PLC 810.00%0.01%0.02%Q3 2013Q3 20239
Pinnacle Summer Investments, Inc. 810.02%0.03%0.04%Q2 2013Q3 20159
Ciovacco Capital Management LLC 510.16%3.08%7.09%Q4 2020Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.08%0.44%1.02%Q2 2013Q2 20159
MCF Advisors LLC 810.00%0.00%0.01%Q3 2018Q2 20219
Sonora Investment Management, LLC 540.00%0.00%0.01%Q1 2019Q3 20219
Intellectus Partners, LLC 810.02%0.04%0.06%Q4 2016Q1 20199
TrinityPoint Wealth, LLC 990.05%0.13%0.18%Q3 2021Q3 20239
MBL Wealth, LLC 720.14%0.19%0.32%Q4 2020Q3 20239
Altshuler Shaham Ltd 990.03%0.06%0.14%Q3 2020Q3 20229
Bridgewater Wealth & Financial Management, LLC 810.15%0.17%0.20%Q4 2014Q2 20179
U.S. Capital Wealth Advisors, LLC 990.04%0.07%0.10%Q3 2021Q3 20239
CAMBRIDGE TRUST CO 810.01%0.01%0.02%Q4 2018Q3 20239
NORTHSTAR WEALTH PARTNERS LLC 990.10%0.20%0.42%Q3 2018Q3 20209
WOODWARD DIVERSIFIED CAPITAL, LLC 630.15%0.89%1.25%Q4 2020Q3 20239
MONEY CONCEPTS CAPITAL CORP 720.02%0.05%0.17%Q4 2020Q3 20239
Integrated Wealth Management 990.11%0.14%0.16%Q1 2015Q1 20179
Financial Advisors, LLC 630.06%0.08%0.09%Q4 2020Q3 20239
HCR Wealth Advisors 990.08%0.67%1.14%Q3 2021Q3 20239
Texas Yale Capital Corp. 990.03%0.04%0.06%Q3 2013Q3 20159
Weatherstone Capital Management 510.50%1.31%2.95%Q2 2014Q1 20199
High Net Worth Advisory Group LLC 990.19%0.35%0.48%Q4 2021Q4 20239
FormulaFolio Investments, LLC 420.00%0.17%0.73%Q4 2016Q2 20219
Avidian Wealth Solutions, LLC 810.03%0.10%0.16%Q4 2019Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 610.06%0.55%3.83%Q4 2014Q3 20239
Brendel Financial Advisors LLC 990.30%0.60%1.51%Q1 2020Q1 20229
Independent Wealth Network Inc. 990.19%0.25%0.32%Q3 2021Q3 20239
TWIN FOCUS CAPITAL PARTNERS, LLC 990.06%0.07%0.08%Q2 2021Q2 20239
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q2 2021Q3 20239
HL FINANCIAL SERVICES LLC 510.01%0.01%0.01%Q4 2015Q1 20199
PATTON ALBERTSON MILLER GROUP, LLC 990.97%1.16%1.35%Q3 2021Q3 20239
Jackson Wealth Management, LLC 810.33%0.46%0.57%Q3 2019Q4 20219
INVESTMENT ADVISORY SERVICES INC /TX /ADV 510.11%0.13%0.16%Q4 2020Q3 20239
JB Capital LLC 990.06%0.08%0.10%Q3 2021Q3 20239
TNF LLC 990.17%0.19%0.20%Q3 2021Q3 20239
EATON VANCE MANAGEMENT 810.00%0.00%0.00%Q4 2018Q1 20229
IAG Wealth Partners, LLC 610.00%0.01%0.02%Q2 2020Q3 20239
Savant Capital, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
TrueWealth Advisors, LLC 630.09%0.14%0.26%Q4 2020Q3 20239
Miller Investment Management, LP 993.82%4.09%4.76%Q1 2020Q1 20229
Grace Capital 510.18%0.39%0.67%Q1 2019Q3 20219
Quantitative Investment Management, LLC 310.02%0.22%0.48%Q2 2018Q3 20239
Tranquilli Financial Advisor LLC 631.56%3.01%3.85%Q4 2020Q3 20239
EXENCIAL WEALTH ADVISORS, LLC 630.01%0.01%0.02%Q2 2021Q3 20239
Investors Financial Group, LLC 991.47%1.73%1.83%Q4 2019Q4 20219
Bremer Bank National Association 990.16%0.25%0.33%Q1 2019Q1 20219
Squar Milner Financial Services LLC 990.12%0.15%0.17%Q2 2018Q2 20209
Bank Julius Baer & Co. Ltd, Zurich 630.00%0.00%0.00%Q2 2021Q3 20239
Financial Council Asset Management Inc 990.20%0.41%0.58%Q3 2021Q3 20239
Cerro Pacific Wealth Advisors LLC 810.12%0.16%0.22%Q4 2020Q1 20239
Goodwin Investment Advisory 990.02%0.32%0.90%Q4 2020Q4 20229
COMERICA SECURITIES,INC. 990.02%0.02%0.04%Q3 2021Q3 20239
Continuum Advisory, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
Onyx Bridge Wealth Group LLC 990.18%0.26%0.36%Q3 2021Q3 20239
SII INVESTMENTS INC/WI 810.03%0.09%0.16%Q3 2015Q4 20179
AdvicePeriod, LLC 990.03%0.04%0.05%Q2 2019Q2 20219
Garrison Asset Management, LLC 610.11%0.13%0.15%Q4 2019Q3 20239
Professional Financial Advisors, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
ROTHSCHILD INVESTMENT LLC /IL 540.02%0.03%0.04%Q2 2021Q3 20239
FourThought Financial, LLC 880.20%0.22%0.31%Q4 2020Q3 20228
Heritage Investment Group, Inc. 880.41%1.25%2.90%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.28%0.54%0.84%Q4 2021Q3 20238
Hanlon Investment Management, Inc. 881.39%1.63%2.35%Q3 2020Q2 20228
Missouri Trust & Investment Co 880.14%0.18%0.22%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.44%3.21%12.49%Q4 2021Q3 20238
Brand Asset Management Group, Inc. 880.01%0.02%0.02%Q2 2019Q1 20218
JMAC ENTERPRISES LLC 882.05%2.30%2.62%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.18%0.18%0.19%Q4 2021Q3 20238
Scissortail Wealth Management, LLC 880.19%0.29%0.44%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.16%0.62%1.04%Q4 2021Q3 20238
VisionPoint Advisory Group, LLC 510.03%0.42%1.40%Q4 2018Q2 20238
Viewpoint Capital Management LLC 880.12%0.17%0.25%Q4 2021Q3 20238
Selective Wealth Management, Inc. 530.15%0.26%0.36%Q4 2021Q4 20238
LVM CAPITAL MANAGEMENT LTD/MI 710.13%0.15%0.18%Q2 2013Q3 20168
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
FOREFRONT WEALTH MANAGEMENT INC. 881.27%1.44%1.71%Q4 2021Q3 20238
Emery Howard Portfolio Management, Inc. 710.04%0.05%0.06%Q4 2019Q4 20218
MMBG INVESTMENT ADVISORS CO. 880.48%0.51%0.60%Q4 2021Q3 20238
Wedmont Private Capital 880.20%0.24%0.32%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CAHILL FINANCIAL ADVISORS INC 610.03%0.16%0.26%Q4 2019Q1 20228
Integrated Investment Consultants, LLC 710.01%0.03%0.04%Q1 2016Q1 20188
Round Table Services, LLC 880.19%0.25%0.37%Q4 2020Q3 20228
BlackDiamond Wealth Management, LLC 880.28%0.34%0.48%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.07%0.10%0.12%Q4 2021Q3 20238
Rise Advisors, LLC 880.07%0.09%0.12%Q4 2021Q3 20238
TELEMUS CAPITAL, LLC 610.02%0.08%0.11%Q1 2020Q4 20228
Ameritas Advisory Services, LLC 880.14%0.71%2.58%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.14%0.18%0.22%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.24%0.28%0.33%Q1 2021Q3 20238
CAPITAL MANAGEMENT CORP /VA 880.07%0.08%0.09%Q1 2014Q4 20158
Octavia Wealth Advisors, LLC 530.05%0.06%0.10%Q4 2020Q3 20238
Oakworth Capital, Inc. 530.03%0.05%0.09%Q4 2015Q2 20198
RE Dickinson Investment Advisors, LLC 880.02%0.07%0.13%Q4 2021Q3 20238
Paragon Wealth Strategies, LLC 880.12%0.15%0.19%Q2 2020Q1 20228
NEW ENGLAND ASSET MANAGEMENT INC 880.00%0.01%0.02%Q4 2021Q3 20238
MY Wealth Management Inc. 888.14%10.14%13.55%Q4 2021Q3 20238
ARCADIA INVESTMENT MANAGEMENT CORP/MI 880.01%0.01%0.01%Q4 2021Q3 20238
Lokken Investment Group LLC 510.14%0.19%0.23%Q2 2021Q3 20238
Annapolis Financial Services, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
WULFF, HANSEN & CO. 883.83%4.43%5.25%Q4 2021Q3 20238
Fountainhead AM, LLC 880.09%0.20%0.25%Q4 2021Q3 20238
Regis Management CO LLC 530.04%0.06%0.08%Q1 2021Q3 20238
EVERETT HARRIS & CO /CA/ 620.00%0.03%0.06%Q2 2021Q3 20238
Circle Wealth Management, LLC 620.01%0.05%0.09%Q2 2021Q3 20238
LVW Advisors, LLC 880.16%0.19%0.23%Q3 2018Q2 20208
MCDANIEL TERRY & CO 880.03%0.07%0.09%Q3 2019Q2 20218
Curran Financial Partners, LLC 414.94%7.21%8.59%Q4 2020Q2 20238
Mirae Asset Global Investments Co., Ltd. 880.02%0.04%0.10%Q4 2019Q3 20218
Tennessee Valley Asset Management Partners 620.10%0.13%0.16%Q4 2020Q4 20228
Bluesphere Advisors, LLC 710.16%0.31%0.39%Q4 2020Q2 20238
Taylor & Morgan Wealth Management, LLC 880.23%0.26%0.29%Q4 2021Q3 20238
CPWM, LLC 440.04%0.10%0.46%Q2 2020Q3 20228
Graypoint LLC 880.05%0.05%0.07%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.02%Q4 2020Q4 20228
FLAGSTAR ADVISORS INC 880.19%0.24%0.27%Q3 2021Q2 20238
Houlihan Financial Resource Group, Ltd. 510.97%1.22%2.16%Q4 2019Q3 20238
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Relative Value Partners, LLC 881.16%1.23%1.30%Q2 2013Q1 20158
Ranch Capital Advisors Inc. 880.02%0.05%0.06%Q4 2019Q3 20218
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 883.21%5.39%7.01%Q4 2016Q3 20188
FIRST COMMUNITY TRUST NA 880.02%0.02%0.03%Q4 2021Q3 20238
OGOREK ANTHONY JOSEPH /NY/ /ADV 880.03%0.03%0.04%Q1 2015Q4 20168
DAVIS R M INC 880.01%0.01%0.02%Q2 2020Q1 20228
MONETARY MANAGEMENT GROUP INC 880.01%0.03%0.05%Q4 2021Q3 20238
WOODMONT INVESTMENT COUNSEL LLC 510.01%0.03%0.06%Q2 2014Q3 20168
Watermark Asset Management, Inc. 880.02%0.03%0.03%Q1 2017Q4 20188
GHP Investment Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
CFS Investment Advisory Services, LLC 530.04%0.43%2.91%Q3 2021Q3 20238
PGIM Custom Harvest LLC 442.76%4.78%6.64%Q4 2020Q3 20238
Clear Creek Financial Management, LLC 410.04%0.07%0.26%Q2 2020Q2 20238
GOFEN & GLOSSBERG LLC /IL/ 620.01%0.01%0.01%Q4 2020Q4 20228
TD Waterhouse Canada Inc. 880.02%0.03%0.06%Q4 2021Q3 20238
Column Capital Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.47%1.64%1.86%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.14%0.19%0.29%Q4 2021Q3 20238
National Wealth Management Group, LLC 881.52%1.68%1.80%Q4 2021Q3 20238
Compass Financial Group, Inc. 883.84%4.67%6.54%Q1 2020Q4 20218
Bensler, LLC 880.13%0.18%0.37%Q4 2021Q3 20238
Spruce Investment Advisors LLC 440.02%0.60%1.26%Q4 2014Q3 20178
Mayfair Advisory Group, LLC 620.25%0.35%0.45%Q4 2020Q3 20238
ETFIDEA, LLC 880.34%0.56%0.83%Q4 2021Q3 20238
Golden State Wealth Management, LLC 410.04%0.09%0.12%Q1 2019Q1 20228
Round Rock Advisors, LLC 880.56%0.70%1.02%Q4 2021Q3 20238
First American Bank 440.02%0.03%0.04%Q4 2015Q4 20178
RETIREMENT GUYS FORMULA LLC 880.81%1.13%1.24%Q4 2021Q3 20238
Warwick Investment Management, Inc. 880.24%0.32%0.43%Q4 2021Q3 20238
W ADVISORS, LLC 880.52%0.90%1.88%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.19%0.20%0.21%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.48%0.59%0.69%Q4 2021Q3 20238
CCG WEALTH MANAGEMENT, LLC 530.12%0.21%0.40%Q2 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.40%0.52%0.60%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 881.75%2.97%3.86%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.18%0.27%0.41%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.21%0.26%0.35%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.58%0.69%0.78%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.94%2.17%2.67%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.70%0.87%1.07%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.03%0.03%0.03%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 881.57%1.66%1.83%Q4 2021Q3 20238
Virtu Financial LLC 210.02%0.13%0.55%Q2 2013Q3 20198
Security Financial Services, INC. 881.09%1.31%1.68%Q4 2021Q3 20238
Ascent Group, LLC 880.20%0.36%0.77%Q4 2021Q3 20238
Providence Capital Advisors, LLC 310.00%0.01%0.03%Q4 2017Q3 20238
Altavista Wealth Management, Inc. 710.06%0.07%0.08%Q4 2019Q4 20218
MATHER GROUP, LLC. 710.01%0.03%0.05%Q3 2020Q3 20238
Yarbrough Capital, LLC 881.99%2.27%2.84%Q4 2021Q3 20238
KENFARB & CO. 880.93%1.28%1.64%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.44%0.62%0.84%Q4 2021Q3 20238
Byrne Asset Management LLC 880.03%0.05%0.08%Q4 2021Q3 20238
HB Wealth Management, LLC 880.04%0.07%0.09%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.14%0.25%0.46%Q4 2021Q3 20238
Lloyd Advisory Services, LLC. 610.00%0.45%1.42%Q4 2019Q1 20228
Marion Wealth Management 881.00%1.13%1.33%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.07%0.11%Q4 2021Q3 20238
Capstone Financial Advisors, Inc. 530.02%0.02%0.02%Q1 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.23%0.26%0.30%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.15%0.17%0.19%Q4 2021Q3 20238
City State Bank 880.50%0.56%0.60%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.20%0.30%0.48%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 880.41%0.62%0.86%Q4 2021Q3 20238
Leeward Financial Partners, LLC 883.55%4.76%5.85%Q4 2021Q3 20238
Dakota Wealth Management 880.02%0.04%0.05%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 883.18%3.61%4.03%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.09%0.09%0.10%Q4 2021Q3 20238
Covestor Ltd 880.01%0.01%0.02%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.31%0.37%0.44%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.46%0.54%0.62%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.03%0.04%Q4 2021Q3 20238
New Millennium Group LLC 880.12%2.26%3.77%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.34%0.40%0.51%Q4 2021Q3 20238
Brown Miller Wealth Management, LLC 880.18%0.18%0.19%Q4 2020Q3 20228
Sweet Financial Partners, LLC 880.09%0.14%0.19%Q4 2021Q3 20238
Alera Investment Advisors, LLC 610.00%0.12%0.16%Q1 2019Q3 20237
BlackRock Investment Management, LLC 410.00%0.00%0.00%Q2 2013Q4 20157
Southern Farm Bureau Life Insurance 770.06%0.14%0.20%Q4 2020Q2 20227
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.07%Q2 2014Q4 20157
Rockbridge Investment Management, LCC 770.02%0.02%0.02%Q2 2020Q4 20217
Kinloch Capital, LLC 320.16%5.99%12.08%Q4 2020Q3 20237
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
Well Done, LLC 770.06%0.13%0.18%Q1 2021Q3 20227
ROBSHAW & JULIAN ASSOCIATES INC 770.16%0.19%0.23%Q4 2015Q2 20177
MAIRS & POWER INC 610.00%0.00%0.00%Q4 2020Q1 20237
20/20 Capital Management, Inc. 770.46%0.57%0.75%Q4 2019Q2 20217
MANCHESTER FINANCIAL INC 610.01%0.02%0.03%Q2 2019Q1 20217
HOWLAND CAPITAL MANAGEMENT LLC 770.01%0.01%0.01%Q3 2020Q1 20227
Edge Advisors, LLC 770.25%0.27%0.29%Q4 2016Q2 20187
SILVER OAK SECURITIES, INCORPORATED 770.06%0.14%0.21%Q1 2022Q3 20237
TTP Investments, Inc. 320.16%7.23%16.45%Q3 2019Q3 20237
SVA Wealth Management, LLC 430.02%0.03%0.05%Q2 2018Q4 20207
BREMER TRUST NATIONAL ASSOCIATION 770.14%0.18%0.21%Q2 2017Q4 20187
BAIRD ROBERT W & CO INC /WI/ 770.00%0.01%0.02%Q3 2013Q1 20157
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.01%Q4 2018Q3 20227
MARINO, STRAM & ASSOCIATES LLC 610.01%0.03%0.13%Q4 2017Q2 20217
CANANDAIGUA NATIONAL CORP 770.03%0.04%0.04%Q2 2020Q4 20217
Lenox Wealth Advisors, LLC 430.01%0.03%0.04%Q4 2015Q1 20227
UBS AG 660.00%0.12%0.16%Q2 2013Q3 20147
NVWM, LLC 610.00%0.01%0.03%Q4 2017Q4 20207
STOCK YARDS BANK & TRUST CO 610.01%0.03%0.03%Q4 2021Q3 20237
BARING ASSET MANAGEMENT Ltd 430.02%0.02%0.02%Q3 2014Q2 20167
LeJeune Puetz Investment Counsel LLC 310.03%0.05%0.06%Q4 2019Q4 20217
Financial Management Professionals, Inc. 610.00%0.18%1.26%Q2 2016Q1 20237
Global Financial Private Capital, Inc 770.02%0.03%0.07%Q3 2017Q1 20197
Clear Perspective Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
ALTFEST L J & CO INC 610.03%0.05%0.06%Q4 2020Q2 20237
HAZLETT, BURT & WATSON, INC. 771.03%1.14%1.23%Q1 2022Q3 20237
Redwood Investment Management, LLC 770.08%0.10%0.14%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.14%0.18%0.26%Q4 2021Q3 20237
Stephens Consulting, LLC 770.00%0.07%0.16%Q4 2021Q2 20237
CUMBERLAND ADVISORS INC 770.09%0.47%0.85%Q3 2014Q1 20167
WRAPMANAGER INC 771.43%1.66%2.00%Q3 2012Q1 20147
AMERICAN NATIONAL BANK 770.00%0.01%0.01%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 771.36%1.54%1.69%Q1 2022Q3 20237
ESG Planning 770.52%3.68%6.93%Q1 2022Q3 20237
Financial Guidance Group, Inc. 770.33%0.38%0.43%Q1 2022Q3 20237
Redwood Financial Network Corp 771.31%1.53%1.69%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.14%0.20%0.29%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.75%0.92%1.19%Q1 2022Q3 20237
Crewe Advisors LLC 770.01%0.78%1.62%Q1 2022Q3 20237
IPG Investment Advisors LLC 520.04%0.07%0.12%Q1 2021Q2 20237
apricus wealth, LLC 770.36%0.41%0.52%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
WEALTHFRONT Corp 430.00%0.00%0.00%Q1 2015Q3 20187
Blackston Financial Advisory Group, LLC 771.47%1.76%2.26%Q4 2021Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.12%0.14%0.16%Q4 2021Q2 20237
BSW Wealth Partners 410.04%0.09%0.22%Q4 2019Q2 20237
Stegent Equity Advisors, Inc. 430.22%0.27%0.33%Q4 2021Q3 20237
Magnolia Wealth Management, LLC 433.81%5.27%7.12%Q4 2021Q3 20237
Foundations Investment Advisors, LLC 310.01%1.27%8.33%Q2 2020Q3 20237
BARNES PETTEY FINANCIAL ADVISORS, LLC 430.23%0.31%0.42%Q4 2021Q3 20237
Cavalier Investments, LLC 410.10%0.91%1.39%Q1 2018Q2 20207
TCWP LLC 770.09%0.40%1.47%Q4 2021Q2 20237
Steward Financial Group LLC 430.05%0.06%0.09%Q4 2021Q3 20237
Congress Wealth Management LLC / DE / 770.01%0.03%0.12%Q1 2022Q3 20237
Bell Rock Capital LLC 210.01%0.42%0.66%Q2 2017Q3 20227
Accuvest Global Advisors 770.18%1.00%2.24%Q4 2013Q2 20157
Masso Torrence Wealth Management Inc. 430.16%0.20%0.25%Q4 2021Q3 20237
JANUS HENDERSON GROUP PLC 610.00%0.00%0.00%Q2 2017Q1 20207
GUARDIAN WEALTH ADVISORS, LLC / NC 430.00%0.04%0.07%Q4 2021Q3 20237
THEORY FINANCIAL LLC 432.08%2.31%2.60%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
Delos Wealth Advisors, LLC 770.02%0.03%0.04%Q2 2021Q4 20227
Bradley & Co. Private Wealth Management, LLC 770.01%0.01%0.01%Q1 2021Q3 20227
Canvas Wealth Advisors, LLC 770.09%0.15%0.44%Q1 2022Q3 20237
Van Leeuwen & Company, LLC 770.13%0.16%0.22%Q2 2020Q4 20217
FundX Investment Group, LLC 770.18%1.60%2.59%Q2 2019Q4 20207
Sovereign Financial Group, Inc. 770.09%0.13%0.19%Q1 2022Q3 20237
Crestone Asset Management LLC 770.05%0.31%0.45%Q1 2022Q3 20237
RFG HOLDINGS, INC. 774.07%4.76%5.59%Q4 2020Q2 20227
TCF National Bank 770.09%0.11%0.14%Q3 2019Q1 20217
Callahan Advisors, LLC 770.02%0.03%0.03%Q3 2020Q1 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.08%0.23%0.38%Q2 2013Q4 20147
BLB&B Advisors, LLC 770.03%0.06%0.12%Q1 2022Q3 20237
Ruggie Capital Group 510.02%0.02%0.04%Q2 2017Q3 20197
Trust Co 770.00%0.01%0.02%Q1 2021Q3 20227
Farmers National Bank 520.11%0.50%0.83%Q2 2017Q2 20197
QCI ASSET MANAGEMENT INC/NY 610.00%0.01%0.01%Q2 2016Q1 20207
One Charles Private Wealth Services, LLC 320.14%0.54%1.33%Q3 2021Q3 20237
CGN Advisors LLC 520.05%0.09%0.18%Q1 2021Q3 20237
PICTET ASSET MANAGEMENT SA 770.00%0.00%0.00%Q4 2021Q2 20237
Journey Advisory Group, LLC 770.13%0.16%0.19%Q1 2022Q3 20237
Bruderman Asset Management, LLC 610.00%0.00%0.01%Q1 2015Q4 20187
HERITAGE WEALTH MANAGEMENT, LLC 430.05%0.11%0.25%Q1 2021Q4 20227
Soltis Investment Advisors LLC 320.03%0.04%0.04%Q4 2020Q3 20237
Sage Mountain Advisors LLC 430.01%0.52%1.21%Q3 2021Q3 20237
Ten Capital Wealth Advisors, LLC 430.01%0.03%0.05%Q4 2020Q1 20237
Joule Financial, LLC 662.68%3.79%5.25%Q2 2022Q3 20236
IMA Wealth, Inc. 510.00%0.00%0.01%Q2 2018Q1 20226
Quad-Cities Investment Group, LLC 660.03%0.03%0.03%Q2 2018Q3 20196
Avondale Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
Quantbot Technologies LP 660.00%0.02%0.04%Q1 2022Q2 20236
KENNICOTT CAPITAL MANAGEMENT LLC 420.13%0.17%0.20%Q2 2021Q4 20226
PineBridge Investments, L.P. 420.00%0.00%0.00%Q2 2018Q4 20206
Frisch Financial Group, Inc. 420.08%0.09%0.11%Q4 2020Q3 20236
KLS Professional Advisors Group, LLC 660.02%0.05%0.08%Q4 2017Q1 20196
Key Client Fiduciary Advisors, LLC 420.14%0.18%0.21%Q4 2021Q3 20236
COMPASS FINANCIAL ADVISORS LLC 661.06%1.28%1.37%Q4 2021Q1 20236
Checchi Capital Advisers, LLC 660.19%0.33%0.54%Q2 2022Q3 20236
EFG Asset Management (Americas) Corp. 660.05%0.07%0.09%Q4 2013Q1 20156
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Worth Asset Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Accurate Wealth Management, LLC 410.03%0.19%0.31%Q2 2021Q3 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 660.21%1.12%3.88%Q4 2020Q1 20226
Squarepoint Ops LLC 310.00%0.02%0.03%Q4 2018Q2 20236
Ignite Planners, LLC 420.14%0.20%0.25%Q4 2021Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.64%0.91%1.01%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.22%0.46%0.64%Q2 2022Q3 20236
Francis Financial, Inc. 660.18%0.39%0.56%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Spectrum Planning & Advisory Services Inc. 660.26%0.27%0.29%Q4 2020Q1 20226
Cheviot Value Management, LLC 410.04%0.23%0.48%Q4 2017Q2 20236
DRIVE WEALTH MANAGEMENT, LLC 420.10%0.15%0.24%Q4 2021Q3 20236
TAIYO LIFE INSURANCE CO 661.98%7.63%10.37%Q2 2022Q3 20236
NewSquare Capital LLC 310.00%0.00%0.01%Q1 2018Q3 20236
Icon Wealth Partners, LLC 310.01%0.02%0.04%Q4 2017Q3 20216
Meridian Wealth Partners, LLC 660.04%0.05%0.06%Q4 2019Q1 20216
Colonial River Wealth Management, LLC 510.15%0.33%0.96%Q4 2020Q2 20236
CENTRAL BANK & TRUST CO 660.02%0.04%0.06%Q2 2019Q3 20206
BOSTON PRIVATE BANK & TRUST CO 510.00%0.00%0.00%Q2 2013Q1 20156
Renasant Bank 660.25%0.26%0.28%Q4 2020Q1 20226
Allegis Investment Advisors, LLC 310.04%0.07%0.10%Q4 2015Q4 20176
COOKSON PEIRCE & CO INC 660.02%0.03%0.04%Q2 2022Q3 20236
WBI INVESTMENTS, LLC 410.06%0.08%0.15%Q3 2018Q1 20226
Engrave Wealth Partners LLC 662.65%3.23%4.16%Q4 2019Q1 20216
1919 Investment Counsel, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Newman Dignan & Sheerar, Inc. 420.04%0.07%0.08%Q2 2021Q2 20236
WestEnd Advisors, LLC 660.05%0.06%0.09%Q3 2014Q4 20156
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510.00%0.01%0.01%Q3 2018Q2 20226
Telos Capital Management, Inc. 660.24%0.33%0.39%Q3 2013Q4 20146
EXANE DERIVATIVES 410.04%0.06%0.07%Q1 2020Q1 20226
SENTINEL TRUST CO LBA 510.05%0.33%0.50%Q1 2022Q3 20236
HERITAGE INVESTORS MANAGEMENT CORP 660.01%0.01%0.01%Q3 2020Q4 20216
CBIZ Investment Advisory Services, LLC 510.00%0.01%0.01%Q4 2019Q3 20216
Gleason Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Giralda Advisors, LLC 660.10%0.13%0.15%Q1 2015Q2 20166
Aveo Capital Partners, LLC 660.03%0.07%0.11%Q2 2022Q3 20236
THOROUGHBRED FINANCIAL SERVICES, LLC 420.03%0.04%0.05%Q2 2021Q3 20236
Zions Bancorporation, N.A. 410.00%0.02%0.05%Q1 2019Q3 20216
IBEX WEALTH ADVISORS 410.02%0.24%0.37%Q4 2016Q1 20226
McCarthy Asset Management, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
GRAYHAWK INVESTMENT STRATEGIES INC. 661.12%3.47%7.83%Q2 2022Q3 20236
FFT WEALTH MANAGEMENT LLC 660.10%0.23%0.56%Q4 2020Q1 20226
WHITENER CAPITAL MANAGEMENT, INC. 510.00%0.01%0.01%Q1 2018Q3 20196
Laurel Wealth Planning LLC 660.01%0.01%0.02%Q3 2021Q4 20226
ZWJ INVESTMENT COUNSEL INC 420.04%0.05%0.07%Q1 2017Q1 20206
HIGHLAND CAPITAL MANAGEMENT, LLC 420.00%0.01%0.02%Q2 2015Q3 20216
Kernodle & Katon Asset Management Group, LLC 660.02%0.03%0.04%Q4 2015Q1 20176
Smithfield Trust Co 660.00%0.00%0.00%Q2 2022Q3 20236
WILLIAMS JONES & ASSOCIATES LLC 660.01%0.02%0.02%Q1 2018Q2 20196
Penserra Capital Management LLC 210.00%0.05%0.15%Q1 2018Q2 20236
Syntal Capital Partners, LLC 660.36%0.95%1.51%Q4 2017Q1 20196
SEAVIEW INVESTMENT MANAGERS LLC 420.08%0.84%1.16%Q3 2020Q1 20226
PRIVATE TRUST CO NA 660.10%0.11%0.13%Q2 2022Q3 20236
HALBERT HARGROVE GLOBAL ADVISORS, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
WESPAC Advisors, LLC 660.41%0.92%1.22%Q2 2013Q3 20146
Cassady Schiller Wealth Management, LLC 420.11%0.13%0.17%Q4 2021Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.15%0.28%0.48%Q4 2021Q3 20236
American Trust 660.48%0.59%0.70%Q1 2022Q2 20236
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q4 2021Q1 20236
BERRY GROUP, LLC 550.45%0.60%0.67%Q4 2019Q4 20205
WFA of San Diego, LLC 210.00%0.02%0.09%Q4 2020Q3 20235
Harrison & Co Wealth Management, LLC 551.73%1.99%2.28%Q4 2021Q4 20225
STEEL GROVE CAPITAL ADVISORS, LLC 410.11%0.42%0.57%Q4 2018Q3 20235
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.02%0.10%0.15%Q3 2022Q3 20235
Costello Asset Management, INC 550.00%0.00%0.00%Q1 2022Q1 20235
RIVERSEDGE ADVISORS, LLC 550.11%0.24%0.30%Q3 2022Q3 20235
GUYASUTA INVESTMENT ADVISORS INC 320.04%0.05%0.07%Q2 2017Q2 20205
Cardan Capital Partners, LLC 550.03%0.03%0.03%Q3 2020Q3 20215
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 5511.50%11.89%12.38%Q4 2020Q4 20215
EPG Wealth Management LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.05%0.05%0.06%Q4 2020Q4 20215
Bridgewater Advisors Inc. 550.05%0.07%0.11%Q1 2021Q1 20225
Destination Wealth Management 410.00%0.00%0.01%Q1 2018Q1 20225
Laird Norton Wetherby Trust Company, LLC 550.04%0.05%0.08%Q4 2021Q4 20225
San Luis Wealth Advisors LLC 550.14%0.22%0.31%Q3 2022Q3 20235
EUDAIMONIA ADVISORS LLC 320.29%1.50%2.45%Q4 2021Q3 20235
VAN ECK ASSOCIATES CORP 550.00%0.05%0.09%Q2 2016Q2 20175
GILL CAPITAL PARTNERS, LLC 550.25%0.31%0.38%Q4 2022Q4 20235
ARS Investment Partners, LLC 410.02%0.02%0.02%Q2 2021Q2 20235
RETIREMENT DESIGN & MANAGEMENT INC /ADV 551.57%2.15%2.95%Q4 2014Q4 20155
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 550.05%0.09%0.11%Q1 2016Q1 20175
Eagle Strategies LLC 410.06%0.10%0.14%Q4 2021Q2 20235
OLD MISSION CAPITAL LLC 210.02%0.04%0.07%Q3 2016Q1 20205
MinichMacGregor Wealth Management, LLC 320.02%0.04%0.07%Q1 2018Q3 20235
Farmers & Merchants Trust Co of Chambersburg PA 410.07%0.09%0.10%Q2 2018Q3 20235
NorthLanding Financial Partners, LLC 550.82%1.12%1.43%Q3 2022Q3 20235
Argentus Capital Management, LLC 550.00%0.23%0.41%Q3 2015Q3 20165
Sicart Associates LLC 550.07%0.08%0.09%Q3 2020Q3 20215
Insight Inv LLC 550.22%0.24%0.29%Q4 2021Q4 20225
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Chemistry Wealth Management LLC 410.07%0.09%0.10%Q1 2022Q3 20235
Burleson & Company, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.02%0.02%0.02%Q4 2022Q4 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 410.02%0.05%0.06%Q2 2022Q3 20235
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 410.24%0.30%0.37%Q1 2022Q3 20235
Barrett Asset Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Omnia Family Wealth, LLC 410.00%0.01%0.02%Q4 2016Q1 20195
Mystic Asset Management, Inc. 320.11%0.12%0.13%Q4 2021Q3 20235
Eagle Bay Advisors LLC 320.00%0.01%0.01%Q2 2021Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.04%0.06%Q1 2018Q1 20195
Polianta Ltd 211.75%2.47%4.38%Q4 2016Q2 20185
WEST CHESTER CAPITAL ADVISORS, INC 321.40%2.36%3.31%Q4 2014Q2 20235
Homrich & Berg 550.01%0.03%0.04%Q3 2020Q3 20215
BTS Asset Management, Inc. 320.09%0.19%0.49%Q1 2022Q2 20235
Kingfisher Capital LLC 550.08%0.09%0.10%Q3 2022Q3 20235
Rinkey Investments 550.20%0.25%0.32%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.01%0.02%0.02%Q3 2022Q3 20235
PARK NATIONAL CORP /OH/ 551.04%1.26%1.39%Q4 2022Q4 20235
Acorn Wealth Advisors, LLC 320.05%0.12%0.17%Q1 2018Q3 20235
Spectrum Management Group, LLC 320.00%0.00%0.00%Q1 2019Q1 20225
Nan Shan Life Insurance Co., Ltd. 550.01%0.02%0.07%Q2 2018Q2 20195
Allianz Asset Management GmbH 210.00%0.00%0.00%Q2 2018Q2 20215
AMP Capital Investors Ltd 550.00%0.01%0.01%Q2 2013Q2 20145
Cyrus J. Lawrence, LLC 550.01%0.02%0.02%Q1 2022Q1 20235
Timber Hill LLC 310.00%0.07%0.18%Q4 2013Q4 20175
Advisory Resource Group 320.06%0.11%0.14%Q3 2020Q3 20235
Strategic Family Wealth Counselors, L.L.C. 410.12%0.25%0.36%Q4 2021Q3 20235
Hoover Financial Advisors, Inc. 550.00%0.01%0.01%Q2 2020Q2 20215
Next Capital Management LLC 550.16%0.32%0.39%Q3 2022Q3 20235
WealthShield Partners, LLC 410.01%0.39%0.87%Q3 2018Q1 20215
Core Wealth Advisors, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
CMC Financial Group 320.26%22.74%40.70%Q1 2019Q2 20205
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MCDONALD PARTNERS LLC 550.05%0.82%3.86%Q4 2020Q4 20215
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.04%0.05%0.05%Q1 2015Q1 20165
ANCORA FAMILY WEALTH ADVISORS, LLC 550.21%0.22%0.23%Q3 2015Q3 20165
Parkside Advisors LLC 550.13%0.14%0.15%Q4 2022Q4 20235
New England Professional Planning Group Inc. 550.13%0.15%0.19%Q2 2021Q2 20225
Concentrum Wealth Management 550.38%0.45%0.48%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.49%0.58%0.66%Q4 2021Q4 20225
Nadler Financial Group, Inc. 210.03%0.04%0.05%Q1 2021Q3 20235
CALTON & ASSOCIATES, INC. 310.02%0.07%0.12%Q4 2017Q2 20235
SP Asset Management 550.03%0.04%0.04%Q2 2021Q2 20225
Cresta Advisors, Ltd. 550.16%0.28%0.42%Q3 2022Q3 20235
Total Wealth Planning, LLC 410.06%0.12%0.15%Q4 2020Q1 20225
Marks Wealth, LLC 321.65%11.36%18.59%Q4 2020Q1 20225
Bank of Kentucky, Inc. 550.04%0.04%0.05%Q1 2014Q1 20155
FUKOKU MUTUAL LIFE INSURANCE Co 320.63%1.04%1.94%Q3 2014Q4 20155
Transform Wealth, LLC 320.36%0.53%0.83%Q2 2019Q3 20205
Adero Partners, LLC 410.04%0.07%0.10%Q2 2021Q3 20235
FORBES J M & CO LLP 550.03%0.03%0.03%Q2 2021Q2 20225
Compass Financial Group, INC/SD 557.27%9.66%11.07%Q4 2022Q4 20235
Ratio Wealth Group 321.26%2.59%3.96%Q2 2022Q3 20235
Vivaldi Capital Management LP 550.06%0.11%0.16%Q3 2022Q3 20235
Forward Management, LLC 550.35%0.46%0.71%Q1 2017Q1 20185
CITY NATIONAL BANK 550.00%0.00%0.01%Q3 2014Q3 20155
TITLEIST CAPITAL, LLC 550.50%0.55%0.61%Q4 2021Q4 20225
Cascadia Advisory Services, LLC 320.05%0.44%0.89%Q2 2020Q3 20215
TOCQUEVILLE ASSET MANAGEMENT L.P. 550.00%0.00%0.01%Q2 2020Q2 20215
Baltimore-Washington Financial Advisors, Inc. 410.00%0.00%0.02%Q3 2014Q3 20235
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.01%0.03%Q2 2022Q3 20235
SPRENG CAPITAL MANAGEMENT, INC. 550.16%0.16%0.17%Q4 2020Q4 20215
Marcum Wealth, LLC 550.03%0.05%0.07%Q3 2022Q3 20235
10-15 ASSOCIATES, INC. 440.11%0.20%0.26%Q2 2015Q1 20164
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.00%0.00%0.00%Q1 2019Q3 20234
Moss Adams Wealth Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Gerber Kawasaki Wealth & Investment Management 310.01%0.02%0.02%Q3 2021Q3 20234
Parker Investment Management, LLC 310.03%12.22%23.98%Q1 2022Q3 20234
Balentine LLC 310.00%0.00%0.01%Q4 2021Q3 20234
Polaris Wealth Advisory Group, LLC 210.01%0.02%0.04%Q4 2013Q3 20184
Independent Advisor Alliance 210.05%0.30%0.98%Q1 2017Q4 20194
Wealth & Pension Services Group, Inc. 440.28%0.41%0.50%Q4 2018Q3 20194
Fortis Advisors, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Summit X, LLC 310.02%0.05%0.06%Q3 2020Q4 20214
Narus Financial Partners, LLC 220.13%0.15%0.18%Q2 2022Q3 20234
Colonial Trust Advisors 310.04%0.04%0.05%Q3 2018Q3 20194
Bryn Mawr Capital Management, LLC 440.55%0.71%0.81%Q4 2022Q3 20234
Conservest Capital Advisors, Inc. 440.08%0.09%0.10%Q4 2022Q3 20234
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.01%0.01%0.02%Q2 2021Q1 20224
EverSource Wealth Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SNS Financial Group, LLC 440.04%0.04%0.04%Q2 2020Q1 20214
Gunma Bank,Ltd. 110.48%1.45%3.17%Q2 2020Q4 20224
Simply Money Advisors 441.33%1.48%1.64%Q2 2017Q1 20184
Redhawk Wealth Advisors, Inc. 310.03%0.84%1.69%Q4 2018Q3 20214
Northwest Capital Management Inc 220.01%0.07%0.16%Q1 2022Q3 20234
Smart Portfolios, LLC 440.07%0.08%0.10%Q2 2018Q1 20194
LITTLE HOUSE CAPITAL LLC 440.27%0.28%0.30%Q4 2018Q3 20194
Heritage Financial Services, LLC 310.04%0.13%0.23%Q4 2021Q3 20234
Retirement Planning Group, LLC 440.18%0.24%0.37%Q4 2022Q3 20234
IFC Holdings Incorporated/FL 440.02%0.05%0.06%Q1 2017Q4 20174
MBM Wealth Consultants, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Hobart Private Capital, LLC 444.46%4.92%5.98%Q4 2022Q3 20234
LS Investment Advisors, LLC 210.01%0.03%0.04%Q1 2020Q1 20234
Nalls Sherbakoff Group, LLC 310.00%0.00%0.01%Q4 2018Q3 20234
Baker Avenue Asset Management, LP 440.00%0.01%0.02%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.05%0.10%0.14%Q3 2021Q3 20234
Gibson Capital, LLC 440.11%0.17%0.25%Q1 2014Q4 20144
Montecito Bank & Trust 440.14%0.27%0.34%Q1 2017Q4 20174
Keudell/Morrison Wealth Management 440.08%0.09%0.10%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.01%Q1 2017Q4 20174
VERUS CAPITAL PARTNERS, LLC 210.02%0.04%0.05%Q4 2019Q3 20234
Firestone Capital Management 310.00%0.02%0.06%Q4 2019Q3 20214
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
CANTOR FITZGERALD, L. P. 440.02%0.03%0.04%Q4 2022Q3 20234
GSA CAPITAL PARTNERS LLP 310.02%0.04%0.06%Q4 2020Q4 20214
Progressive Investment Management Corp 440.09%0.09%0.10%Q4 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 445.84%7.41%8.58%Q4 2019Q3 20204
BADGLEY PHELPS & BELL INC 440.02%0.02%0.03%Q3 2018Q2 20194
Wealth Quarterback LLC 220.01%0.04%0.05%Q4 2019Q3 20214
Filbrandt Wealth Management, LLC 440.06%0.07%0.10%Q4 2019Q3 20204
AGF MANAGEMENT LTD 440.29%0.35%0.42%Q4 2022Q3 20234
GRIMES & COMPANY, INC. 440.02%0.05%0.15%Q4 2022Q3 20234
Live Oak Investment Partners 441.84%1.99%2.16%Q4 2022Q3 20234
Maple Capital Management, Inc. 440.04%0.04%0.04%Q2 2021Q1 20224
TCG Advisory Services, LLC 310.06%0.08%0.10%Q3 2022Q3 20234
Tandem Wealth Advisors LLC 443.36%3.88%4.20%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q2 2021Q3 20234
Privium Fund Management (UK) Ltd 448.07%10.98%12.46%Q4 2022Q3 20234
AAFMAA Wealth Management & Trust LLC 440.09%1.50%2.10%Q1 2021Q4 20214
1832 Asset Management L.P. 440.29%0.37%0.48%Q1 2014Q4 20144
Better Money Decisions, LLC 310.10%0.24%0.30%Q1 2021Q2 20224
Dentgroup LLC 440.18%0.31%0.44%Q1 2023Q4 20234
Systelligence, LLC 440.92%1.29%1.63%Q4 2019Q3 20204
Activest Wealth Management 440.06%0.15%0.29%Q1 2021Q4 20214
Badgley Phelps Wealth Managers, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.08%0.09%0.09%Q4 2021Q3 20224
Royal Capital Wealth Management, LLC 440.32%0.38%0.44%Q4 2021Q3 20224
AIRE ADVISORS, LLC 440.09%0.12%0.14%Q4 2021Q3 20224
WEALTHSPAN PARTNERS, LLC 310.16%0.21%0.25%Q4 2021Q2 20234
Lansing Street Advisors 440.04%0.05%0.05%Q3 2022Q2 20234
ARMSTRONG ADVISORY GROUP, INC 448.28%8.93%9.40%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.26%0.29%0.31%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.07%0.11%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Corient Private Wealth LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.16%0.18%0.19%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.16%0.19%0.20%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Whitford Management LLC 440.39%0.45%0.49%Q4 2022Q3 20234
Sharper & Granite LLC 440.99%1.03%1.11%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.53%0.59%0.64%Q4 2022Q3 20234
Shira Ridge Wealth Management 441.43%1.60%1.71%Q4 2022Q3 20234
LAM GROUP, INC. 441.49%1.61%1.74%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.25%0.29%0.31%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 440.52%0.55%0.58%Q4 2022Q3 20234
Olistico Wealth, LLC 443.42%4.30%4.87%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.33%0.35%0.38%Q4 2022Q3 20234
HF Advisory Group, LLC 440.76%0.93%1.01%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%1.40%5.56%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Davis Investment Partners, LLC 441.38%1.54%1.66%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 441.08%1.32%1.44%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.78%0.89%0.95%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.26%0.42%0.56%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Eley Financial Management, Inc 442.02%2.22%2.36%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Financial Freedom, LLC 444.71%5.96%7.02%Q4 2022Q3 20234
Clifford Group, LLC 441.19%2.15%2.78%Q4 2022Q3 20234
Delta Financial Group, Inc. 442.14%3.86%8.47%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.09%0.10%0.12%Q4 2022Q3 20234
Park Place Capital Corp 440.05%0.05%0.06%Q4 2022Q3 20234
True Wealth Design, LLC 440.01%0.03%0.06%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.46%0.62%0.72%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 440.72%1.35%1.66%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.65%0.78%0.88%Q4 2022Q3 20234
Hyperion Partners, LLC 442.39%2.66%2.87%Q4 2022Q3 20234
Sebold Capital Management, Inc. 444.03%4.56%5.00%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.30%0.33%0.40%Q2 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Sound Stewardship, LLC 442.33%2.62%2.87%Q4 2022Q3 20234
DEARBORN PARTNERS LLC 440.03%0.03%0.03%Q2 2013Q1 20144
FIRST HORIZON CORP 440.15%0.16%0.16%Q3 2020Q2 20214
QCM Cayman, Ltd. 440.60%0.74%0.83%Q3 2020Q2 20214
WINTRUST INVESTMENTS LLC 440.08%0.11%0.13%Q2 2016Q1 20174
BANK OF THE WEST 440.08%0.10%0.10%Q3 2018Q2 20194
HORIZON BANCORP INC /IN/ 440.01%0.02%0.03%Q4 2022Q3 20234
NICHOLS & PRATT ADVISERS LLP /MA 310.02%0.02%0.02%Q3 2018Q3 20194
Itau Unibanco Holding S.A. 440.00%0.33%0.63%Q3 2016Q2 20174
VALLEY NATIONAL BANCORP 440.25%0.53%0.68%Q1 2014Q4 20144
COMMUNITY BANK SYSTEM, INC. 440.01%0.01%0.01%Q2 2013Q1 20144
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.06%0.06%0.07%Q4 2017Q3 20184
TOWER TRUST Co 443.17%3.26%3.41%Q2 2013Q1 20144
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
CHURCHILL MANAGEMENT Corp 210.01%5.03%6.96%Q2 2018Q4 20194
RAY GERALD L & ASSOCIATES LTD 440.09%0.10%0.10%Q4 2016Q3 20174
LEVEL FOUR FINANCIAL, LLC 440.41%0.42%0.42%Q4 2020Q3 20214
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q1 2021Q4 20214
CHAPIN DAVIS, INC. 440.24%0.31%0.34%Q4 2022Q3 20234
FIRST NIAGARA BANK 440.06%0.08%0.09%Q2 2015Q1 20164
MV CAPITAL MANAGEMENT, INC. 310.00%0.00%0.00%Q3 2021Q3 20234
Private Advisory Group LLC 440.13%0.15%0.17%Q2 2018Q1 20194
Northstar Group, Inc. 220.05%0.05%0.06%Q4 2021Q3 20234
Northside Capital Management, LLC 440.07%0.08%0.10%Q2 2019Q1 20204
PALLADIEM, LLC 440.73%1.14%2.35%Q4 2014Q3 20154
Summit Financial Strategies, Inc. 220.04%0.04%0.04%Q4 2021Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.35%0.52%0.62%Q4 2014Q3 20154
Turim 21 Investimentos Ltda. 310.12%0.28%0.39%Q1 2018Q1 20194
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q3 2015Q3 20234
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 211.59%2.02%2.24%Q2 2013Q1 20153
Gotham Asset Management, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Forza Wealth Management, LLC 330.46%0.50%0.53%Q1 2023Q3 20233
Tarbox Family Office, Inc. 330.00%0.01%0.01%Q2 2021Q4 20213
Barnett & Company, Inc. 330.00%0.00%0.01%Q3 2017Q1 20183
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SP Asset Management LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Signature Wealth Management Partners, LLC 330.23%0.26%0.32%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.02%0.06%Q1 2023Q3 20233
Ionic Capital Management LLC 330.01%0.08%0.11%Q4 2014Q2 20153
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
WealthSpring Partners, LLC 330.46%0.50%0.57%Q3 2022Q1 20233
Pinnacle Private Wealth, LLC 330.16%0.17%0.18%Q4 2021Q2 20223
Windsor Capital Management, LLC 330.03%0.04%0.05%Q2 2013Q4 20133
Strategic Investment Solutions, Inc. /IL 330.01%0.02%0.03%Q1 2023Q3 20233
MONROE BANK & TRUST/MI 330.00%0.00%0.00%Q4 2017Q2 20183
Terra Nova Asset Management LLC 330.23%0.24%0.24%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Geneva Advisors, LLC 330.02%0.02%0.02%Q4 2016Q2 20173
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
ETRADE Capital Management LLC 330.01%0.01%0.01%Q1 2020Q3 20203
MIDDLETON & CO INC/MA 330.11%0.20%0.36%Q3 2016Q1 20173
Allegiant Private Advisors, LLC 330.32%0.34%0.38%Q4 2020Q2 20213
Johnson & White Wealth Management, LLC 210.18%0.25%0.32%Q3 2022Q2 20233
Bellwether Advisors, LLC 330.00%1.16%3.49%Q4 2022Q2 20233
Colonial Trust Co / SC 330.01%0.01%0.01%Q1 2023Q3 20233
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 210.10%0.37%0.51%Q4 2020Q4 20213
Americana Partners, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
Castleview Partners, LLC 210.02%0.06%0.10%Q2 2021Q2 20223
Coppell Advisory Solutions LLC 210.03%0.05%0.06%Q4 2022Q3 20233
Legacy Financial Strategies, LLC 330.76%0.92%1.10%Q4 2017Q2 20183
Three Bridge Wealth Advisors, LLC 210.06%0.08%0.10%Q1 2022Q3 20233
NTB Financial Corp 332.20%2.44%2.63%Q4 2021Q2 20223
Vontobel Holding Ltd. 330.01%0.01%0.01%Q1 2023Q3 20233
First City Capital Management, Inc. 330.01%0.01%0.01%Q1 2014Q3 20143
Members Trust Co 210.01%0.01%0.01%Q4 2021Q3 20233
FURE FINANCIAL CORP 330.26%0.39%0.64%Q2 2020Q4 20203
Cape Investment Advisory, Inc. 330.04%0.07%0.10%Q1 2023Q3 20233
BOYS ARNOLD & CO INC 330.04%0.04%0.04%Q4 2018Q2 20193
Dynasty Wealth Management, LLC 330.37%1.25%1.95%Q1 2018Q3 20183
Curi Wealth Management, LLC 110.00%0.05%0.11%Q4 2020Q4 20223
Ballew Advisors, Inc 330.05%0.06%0.07%Q1 2018Q3 20183
Garrett Wealth Advisory Group, LLC 210.03%0.09%0.13%Q3 2019Q3 20233
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2014Q4 20143
FIRST BUSINESS FINANCIAL SERVICES, INC. 330.02%0.03%0.03%Q1 2023Q3 20233
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q2 2013Q1 20143
D. SCOTT NEAL, INC. 330.00%0.00%0.00%Q3 2017Q1 20183
Objective Capital Management, LLC 210.27%0.31%0.33%Q4 2021Q3 20233
Leonard Rickey Investment Advisors P.L.L.C. 330.17%0.17%0.19%Q4 2019Q2 20203
Safeguard Financial, LLC 210.11%0.20%0.37%Q1 2022Q3 20233
Cypress Capital, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Resource Management, LLC 330.03%0.04%0.04%Q2 2021Q4 20213
Vericrest Private Wealth 330.34%0.35%0.36%Q4 2021Q2 20223
VIRIDIAN RIA, LLC 210.05%0.10%0.13%Q2 2018Q1 20223
Financial Services Advisory Inc 333.41%6.36%9.16%Q1 2023Q3 20233
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Rollins Financial 210.07%0.08%0.08%Q2 2021Q1 20223
CABANA LLC 219.78%10.48%11.58%Q2 2020Q4 20213
Nilsine Partners, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 210.01%0.29%0.70%Q4 2013Q3 20183
Kraft, Davis & Associates, LLC 210.09%0.09%0.10%Q4 2022Q3 20233
KARLINSKI ANDREW C 330.04%0.05%0.06%Q1 2022Q3 20223
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q3 2022Q1 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
CFM WEALTH PARTNERS LLC 330.02%0.02%0.02%Q4 2019Q2 20203
HC FINANCIAL ADVISORS INC 330.05%0.20%0.50%Q4 2021Q2 20223
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.06%0.62%1.73%Q2 2020Q3 20213
Headlands Technologies LLC 210.03%0.13%0.20%Q4 2022Q3 20233
SageGuard Financial Group, LLC 334.38%4.50%4.69%Q4 2020Q2 20213
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2019Q1 20223
Gary Goldberg Planning Services Inc 330.01%0.01%0.01%Q2 2014Q4 20143
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 330.05%0.10%0.15%Q1 2023Q3 20233
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q3 2013Q4 20163
Brightworth 330.10%0.23%0.33%Q1 2022Q3 20223
Goepper Burkhardt LLC 330.26%0.28%0.30%Q1 2023Q3 20233
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 210.03%0.04%0.04%Q3 2018Q3 20193
Mezzasalma Advisors, LLC 330.14%0.14%0.15%Q1 2023Q3 20233
Capital Wealth Planning, LLC 210.02%0.03%0.04%Q2 2019Q1 20203
CABOT WEALTH MANAGEMENT INC 330.03%0.03%0.03%Q3 2021Q1 20223
BIP Wealth, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
NTV ASSET MANAGEMENT LLC 330.03%0.04%0.04%Q2 2021Q4 20213
Financial Sense Advisors, Inc. 330.16%0.20%0.22%Q3 2016Q1 20173
AMUSSEN HUNSAKER ASSOCIATES LLC 210.06%0.09%0.11%Q3 2020Q4 20213
Prostatis Group LLC 210.11%0.38%0.90%Q2 2022Q2 20233
Oak Harvest Investment Services 210.12%0.30%0.56%Q2 2022Q3 20233
Harfst & Associates, Inc. 330.02%0.02%0.02%Q2 2015Q4 20153
Strategic Financial Concepts, LLC 330.19%0.26%0.40%Q1 2023Q3 20233
Lion Street Advisors, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Fieldpoint Private Securities, LLC 330.02%0.03%0.03%Q2 2019Q4 20193
Platte River Wealth Advisors, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Cadence Bank 330.02%0.02%0.02%Q1 2023Q3 20233
ZEKE CAPITAL ADVISORS, LLC 330.02%0.03%0.04%Q2 2020Q4 20203
Johnson Financial Group, LLC 330.50%0.51%0.54%Q1 2021Q3 20213
FinTrust Investment Advisory Services, LLC 330.22%0.22%0.22%Q3 2017Q1 20183
Planned Solutions, Inc. 210.08%0.12%0.19%Q3 2020Q4 20213
GSB Wealth Management, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Empowered Funds, LLC 210.58%0.88%1.10%Q4 2019Q3 20213
V Wealth Advisors LLC 330.07%0.09%0.10%Q3 2019Q1 20203
Mariner Wealth Advisors-Madison, LLC 330.23%0.26%0.27%Q1 2013Q3 20133
Kiwi Wealth Investments Limited Partnership 330.12%0.16%0.20%Q2 2020Q4 20203
Southland Equity Partners LLC 210.07%0.24%0.34%Q4 2020Q2 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 210.00%0.08%0.12%Q2 2017Q3 20233
EWG Elevate Inc. 210.00%2.06%5.34%Q1 2020Q4 20223
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.02%0.03%Q3 2019Q2 20213
Hamlin Capital Management, LLC 330.02%0.02%0.03%Q1 2018Q3 20183
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 330.70%0.75%0.78%Q1 2023Q3 20233
MYECFO, LLC 330.15%0.18%0.20%Q1 2023Q3 20233
WIN ADVISORS, INC 330.00%0.14%0.41%Q1 2022Q3 20223
SWEENEY & MICHEL, LLC 330.17%0.20%0.21%Q1 2023Q3 20233
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Carmel Capital Partners, LLC 330.00%0.06%0.16%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.41%0.56%0.65%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.59%0.63%0.66%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.50%0.53%0.55%Q1 2023Q3 20233
KEB ASSET MANAGEMENT, LLC 210.08%0.13%0.21%Q2 2022Q3 20233
Pine Valley Investments Ltd Liability Co 330.03%0.11%0.25%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 330.16%0.17%0.18%Q1 2023Q3 20233
Keel Point, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
PFG Investments, LLC 330.14%0.16%0.17%Q1 2023Q3 20233
Wilson & Boucher Capital Management, LLC 330.51%0.53%0.55%Q1 2023Q3 20233
Hamilton Wealth, LLC 210.17%0.29%0.53%Q4 2018Q4 20203
Consolidated Portfolio Review Corp 330.43%0.45%0.46%Q1 2023Q3 20233
Red Door Wealth Management, LLC 330.25%0.26%0.26%Q2 2021Q4 20213
JEPPSON WEALTH MANAGEMENT, LLC 110.09%0.10%0.12%Q3 2020Q2 20233
RMR Wealth Builders 330.05%0.07%0.08%Q3 2021Q1 20223
Kavar Capital Partners, LLC 210.03%0.04%0.04%Q1 2018Q2 20193
Berman Capital Advisors, LLC 110.01%0.03%0.07%Q4 2017Q2 20203
SILVERLAKE WEALTH MANAGEMENT LLC 330.14%0.14%0.14%Q1 2023Q3 20233
Godshalk Welsh Capital Management, Inc. 110.12%0.13%0.14%Q4 2014Q2 20233
True North Advisors, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Nachman Norwood & Parrott, Inc 210.02%0.02%0.02%Q3 2020Q2 20213
VICUS CAPITAL 330.07%0.13%0.16%Q1 2019Q3 20193
Glass Jacobson Investment Advisors llc 210.06%0.07%0.08%Q4 2022Q3 20233
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Hamilton Point Investment Advisors, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Sequent Asset Management, LLC 331.26%1.30%1.37%Q3 2021Q1 20223
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
RPG Investment Advisory, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Procyon Advisors, LLC 330.04%0.05%0.06%Q4 2019Q2 20203
USA FINANCIAL FORMULAS 210.22%0.27%0.36%Q3 2018Q1 20203
Ergoteles LLC 110.05%0.11%0.18%Q2 2022Q2 20232
Atlas Private Wealth Management, LLC 220.01%0.02%0.02%Q4 2019Q1 20202
HOEY INVESTMENTS, INC 110.00%0.01%0.01%Q1 2021Q1 20232
Avalon Trust Co 220.00%0.00%0.00%Q2 2023Q3 20232
Watson Rebecca 220.20%0.21%0.23%Q2 2020Q3 20202
Precision Wealth Strategies, LLC 220.43%0.45%0.46%Q4 2020Q1 20212
DOLIVER ADVISORS, LP 220.11%0.12%0.13%Q1 2019Q2 20192
Cannon Global Investment Management, LLC 221.17%1.89%2.62%Q1 2021Q2 20212
Insight Folios Inc 110.10%0.19%0.27%Q4 2019Q4 20212
GIRARD PARTNERS LTD. 110.01%0.03%0.05%Q3 2018Q3 20222
CYPRESS ASSET MANAGEMENT INC/TX 220.19%0.21%0.24%Q1 2020Q2 20202
Greystone Financial Group, LLC 220.19%0.21%0.22%Q2 2022Q3 20222
Jaffetilchin Investment Partners, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Rothschild & Co Wealth Management UK Ltd 220.09%0.10%0.12%Q3 2016Q4 20162
Freedman Financial Associates, Inc. 220.06%0.06%0.07%Q4 2020Q1 20212
GFS Advisors, LLC 220.04%0.04%0.05%Q3 2021Q4 20212
Cornerstone Advisors, LLC 220.21%0.29%0.38%Q2 2023Q3 20232
Robbins Farley 110.01%0.01%0.01%Q1 2023Q3 20232
Valley Brook Capital Group, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
Mayflower Financial Advisors, LLC 110.03%0.04%0.04%Q4 2020Q2 20232
Parasol Investment Management, LLC 222.15%2.56%2.96%Q4 2016Q1 20172
Trek Financial, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q4 20212
American Financial Advisors, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Guidance Point Advisors, LLC 110.04%0.06%0.08%Q3 2021Q3 20232
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.03%0.04%Q2 2022Q3 20222
London & Capital Asset Management Ltd 220.09%0.11%0.13%Q3 2019Q4 20192
Aspire Private Capital, LLC 110.01%0.01%0.01%Q4 2021Q3 20232
INTEGRAL DERIVATIVES, LLC 220.00%0.00%0.01%Q4 2013Q1 20142
Sound View Wealth Advisors, LLC 220.59%0.66%0.72%Q4 2018Q1 20192
Narwhal Capital Management 110.03%0.06%0.08%Q4 2017Q2 20212
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
HAP Trading, LLC 220.16%0.18%0.20%Q3 2021Q4 20212
Quantinno Capital Management LP 220.01%0.01%0.01%Q2 2023Q3 20232
JOYN Advisors, Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
Gratus Capital, LLC 220.37%0.38%0.40%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
MAS Advisors LLC 220.17%0.17%0.17%Q4 2021Q1 20222
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Field & Main Bank 220.03%0.04%0.05%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.07%0.08%0.08%Q4 2021Q1 20222
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q4 2019Q3 20202
Beaird Harris Wealth Management, LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Windsor Advisory Group, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Fulcrum Equity Management 110.04%0.31%0.58%Q3 2019Q2 20202
LFA - Lugano Financial Advisors SA 220.41%0.45%0.50%Q2 2023Q3 20232
Nauset Wealth Management. LLC 220.48%0.56%0.64%Q4 2021Q1 20222
HILL ISLAND FINANCIAL LLC 220.11%0.11%0.12%Q4 2022Q1 20232
FIRST MIDWEST BANK TRUST DIVISION 220.24%0.24%0.24%Q4 2016Q1 20172
Main Street Research LLC 220.02%0.03%0.04%Q3 2021Q4 20212
CARL STUART INVESTMENT ADVISOR, INC 220.04%0.16%0.27%Q4 2021Q1 20222
Campbell Wealth Management 220.03%0.03%0.04%Q2 2020Q3 20202
ExodusPoint Capital Management, LP 220.01%0.01%0.02%Q4 2020Q1 20212
Wealth Alliance Advisory Group, LLC 220.07%0.08%0.09%Q2 2023Q3 20232
Avitas Wealth Management LLC 220.16%1.97%3.78%Q3 2022Q4 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Elmwood Wealth Management, Inc. 220.03%0.04%0.05%Q1 2021Q2 20212
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Psagot Value Holdings Ltd. / (Israel) 220.00%0.01%0.01%Q3 2022Q4 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Cornerstone Advisors, Inc. 220.06%0.16%0.27%Q3 2018Q4 20182
Boston Trust Walden Corp 220.00%0.00%0.00%Q2 2023Q3 20232
BancFirst Trust & Investment Management 111.04%1.04%1.04%Q4 2021Q2 20222
SageView Advisory Group, LLC 110.01%0.03%0.05%Q4 2022Q2 20232
Edgestream Partners, L.P. 220.06%0.07%0.07%Q2 2023Q3 20232
INR ADVISORY SERVICES LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Retireful, LLC 220.28%1.02%1.76%Q1 2023Q2 20232
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
InterOcean Capital, LLC 220.02%0.04%0.06%Q1 2020Q2 20202
Smart Money Group LLC 220.82%1.07%1.32%Q2 2020Q3 20202
APPLETON PARTNERS INC/MA 220.08%0.09%0.10%Q3 2023Q4 20232
Astoria Portfolio Advisors LLC. 220.20%0.23%0.26%Q4 2021Q1 20222
Belmont Global Advisors, Inc. 220.39%0.45%0.52%Q3 2014Q4 20142
GREATMARK INVESTMENT PARTNERS, INC. 110.03%0.04%0.04%Q4 2021Q2 20232
STRINGER ASSET MANAGEMENT, LLC 221.03%2.50%3.96%Q1 2022Q2 20222
FULTON BANK, N.A. 220.02%0.02%0.02%Q3 2023Q4 20232
HWG Holdings LP 220.01%0.01%0.01%Q4 2018Q1 20192
Sheaff Brock Investment Advisors, LLC 220.03%0.03%0.03%Q4 2016Q1 20172
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
PrairieView Partners, LLC 110.00%0.00%0.01%Q1 2021Q4 20222
Cardinal Point Capital Management ULC 220.10%0.26%0.42%Q4 2022Q1 20232
SWAN Capital LLC 1111.58%12.20%12.82%Q1 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.03%0.05%0.06%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.02%0.04%Q4 2022Q2 20232
Alerus Investment Advisors Corp 220.00%0.00%0.00%Q2 2013Q3 20132
Lunt Capital Management, Inc. 220.20%0.21%0.22%Q2 2023Q3 20232
Vantage Investment Advisors, LLC 110.00%0.01%0.02%Q2 2014Q3 20182
New Hampshire Trust 220.04%0.05%0.05%Q4 2022Q1 20232
Pictet North America Advisors SA 110.02%0.03%0.03%Q4 2021Q2 20232
Riverview Capital Advisers, LLC 220.08%0.09%0.10%Q4 2021Q1 20222
JUNCTURE WEALTH STRATEGIES, LLC 220.11%0.13%0.14%Q4 2021Q1 20222
Analyst IMS Investment Management Services Ltd. 220.22%0.23%0.25%Q3 2021Q4 20212
Peninsula Wealth, LLC 220.49%0.50%0.51%Q1 2018Q2 20182
INSIGNEO ADVISORY SERVICES, LLC 220.14%0.28%0.41%Q2 2023Q3 20232
TFB Advisors LLC 220.16%0.28%0.39%Q2 2023Q3 20232
STAR Financial Bank 220.20%0.21%0.21%Q1 2023Q2 20232
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q4 20212
LEGACY FINANCIAL GROUP, INC. 220.16%0.16%0.17%Q4 2022Q1 20232
LBA Wealth Management, LLC 220.05%0.05%0.05%Q4 2016Q1 20172
Strategic Wealth Partners, Ltd. 110.00%0.00%0.01%Q3 2018Q3 20192
Gateway Wealth Partners, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Anfield Capital Management, LLC 110.01%0.02%0.03%Q4 2019Q2 20212
PANORAMIC INVESTMENT ADVISORS, LLC 110.89%0.98%1.07%Q4 2022Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.06%0.06%0.06%Q4 2021Q1 20222
Compass Advisory Group LLC 110.11%0.11%0.11%Q4 2021Q2 20232
Frank, Rimerman Advisors LLC 220.05%0.05%0.05%Q2 2023Q3 20232
TPB WEALTH ADVISORS 220.09%0.15%0.20%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
UNION SAVINGS BANK 220.70%0.72%0.74%Q2 2023Q3 20232
New Republic Capital, LLC 220.15%0.15%0.16%Q1 2023Q2 20232
HT Partners LLC 221.83%1.86%1.90%Q1 2015Q2 20152
PFS Partners, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
SMITH, MOORE & CO. 220.09%0.10%0.10%Q2 2023Q3 20232
DOW CHEMICAL CO /DE/ 220.06%0.06%0.06%Q3 2016Q4 20162
Biltmore Capital Advisors LLC 220.07%0.07%0.07%Q2 2020Q3 20202
CREDIT AGRICOLE S A 220.00%0.00%0.00%Q2 2013Q3 20132
FIRST NATIONAL BANK OF OMAHA 220.01%0.01%0.02%Q4 2021Q1 20222
TWIN CAPITAL MANAGEMENT INC 110.03%0.06%0.09%Q3 2022Q2 20232
Horizon Investments, LLC 110.02%3.17%6.32%Q3 2016Q3 20232
PIONEER TRUST BANK N A/OR 220.06%0.07%0.07%Q2 2023Q3 20232
OKABENA INVESTMENT SERVICES INC 220.21%0.21%0.22%Q4 2019Q1 20202
NIEMANN CAPITAL MANAGEMENT INC 111.66%1.66%1.66%Q4 2019Q2 20202
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Truvvo Partners LLC 222.44%2.86%3.27%Q4 2021Q1 20222
Israel Discount Bank of New York 220.01%0.01%0.01%Q4 2018Q1 20192
Lake Hills Wealth Management, LLC 220.28%0.56%0.84%Q4 2021Q1 20222
One Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
OmniStar Financial Group, Inc. 220.39%0.40%0.42%Q2 2023Q3 20232
BigSur Wealth Management LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Idaho Trust Bank 222.58%2.60%2.61%Q2 2023Q3 20232
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q1 2016Q2 20162
WP Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
FAIRFIELD, BUSH & CO. 110.02%0.03%0.04%Q2 2022Q2 20232
SkyOak Wealth, LLC 110.07%0.08%0.09%Q4 2019Q2 20202
Whitnell & Co. 220.01%0.01%0.01%Q4 2016Q1 20172
Elite Wealth Management, Inc. 220.54%0.54%0.54%Q2 2014Q3 20142
VAUGHAN & Co SECURITIES, INC. 220.08%0.08%0.09%Q4 2019Q1 20202
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q4 2021Q1 20222
Bridgeworth, LLC 110.01%0.03%0.04%Q2 2018Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.02%0.02%Q2 2013Q3 20132
Corient Capital Partners, LLC 110.01%0.01%0.02%Q2 2021Q1 20222
Cornerstone Management, Inc. 220.38%0.39%0.40%Q1 2018Q2 20182
CIDEL ASSET MANAGEMENT INC 220.23%0.30%0.38%Q4 2020Q1 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
BEL AIR INVESTMENT ADVISORS LLC 220.14%0.14%0.14%Q1 2021Q2 20212
ALLIED IRISH BANKS PLC 222.76%2.98%3.19%Q2 2013Q3 20132
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
Davis Capital Management 220.26%0.28%0.29%Q1 2020Q2 20202
Sentinus, LLC 220.12%0.13%0.13%Q1 2023Q2 20232
MARSHALL WACE, LLP 110.00%0.01%0.01%Q3 2019Q3 20222
Truadvice, LLC 220.10%0.10%0.10%Q1 2023Q2 20232
Intelligence Driven Advisers, LLC 110.16%0.24%0.32%Q2 2019Q2 20222
Consolidated Planning Corp 110.01%0.05%0.08%Q3 2021Q2 20232
Total Clarity Wealth Management, Inc. 110.01%0.02%0.03%Q4 2019Q2 20222
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 220.04%0.05%0.05%Q4 2022Q1 20232
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.01%Q3 2015Q3 20172
Hexagon Capital Partners LLC 220.06%0.06%0.06%Q3 2020Q4 20202
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Del Mar Asset Management, LP 220.11%0.21%0.30%Q2 2013Q3 20132
JSF Financial, LLC 220.10%0.11%0.11%Q4 2021Q1 20222
Wealthgate Family Office, LLC 110.22%2.44%4.66%Q3 2021Q4 20222
Future Financial Wealth Managment LLC 220.08%0.08%0.08%Q4 2021Q1 20222
GoalVest Advisory LLC 220.01%0.01%0.01%Q3 2023Q4 20232
Monterey Private Wealth, Inc. 220.13%0.13%0.13%Q3 2021Q4 20212
Schiavi & Co LLC 220.15%0.16%0.16%Q4 2021Q1 20222
Weiss Asset Management LP 110.40%0.61%0.82%Q4 2018Q1 20202
Apeiron RIA LLC 110.07%0.08%0.08%Q4 2021Q2 20232
Clal Insurance Enterprises Holdings Ltd 110.01%0.32%0.63%Q4 2018Q3 20232
Hefty Wealth Partners 110.04%0.35%0.66%Q4 2015Q2 20162
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
TKG Advisors, LLC 220.13%0.16%0.18%Q4 2022Q1 20232
Robbie L. Kennerson P.A., Inc. 115.23%5.23%5.23%Q4 2022Q4 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Dougherty Wealth Advisers LLC 110.02%0.02%0.02%Q3 2021Q3 20211
LBJ Family Wealth Advisors, Ltd. 110.14%0.14%0.14%Q4 2023Q4 20231
Parcion Private Wealth LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Concorde Asset Management, LLC 110.21%0.21%0.21%Q3 2017Q3 20171
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Julex Capital Management, LLC 117.59%7.59%7.59%Q3 2019Q3 20191
Endowment Wealth Management, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
Single Point Partners, LLC 110.16%0.16%0.16%Q1 2021Q1 20211
L.M. KOHN & COMPANY 110.10%0.10%0.10%Q1 2022Q1 20221
Quad Capital Management Advisors LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Corundum Group, Inc. 110.64%0.64%0.64%Q1 2022Q1 20221
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MWA Asset Management 110.26%0.26%0.26%Q3 2023Q3 20231
BOSTON FINANCIAL MANGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
MARVIN & PALMER ASSOCIATES INC 110.93%0.93%0.93%Q2 2023Q2 20231
Meridian Financial Partners LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Insight Wealth Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
WealthStone, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
Questar Asset Management, Inc. 112.28%2.28%2.28%Q4 2018Q4 20181
Maltin Wealth Management, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CM WEALTH ADVISORS LLC 110.76%0.76%0.76%Q2 2023Q2 20231
ELEVATUS WELATH MANAGEMENT 110.71%0.71%0.71%Q3 2023Q3 20231
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Slagle Financial, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
NinePointTwo Capital LLC 110.27%0.27%0.27%Q4 2020Q4 20201
True Link Financial Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
KINGSWOOD WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
SYKON CAPITAL LLC 110.09%0.09%0.09%Q3 2023Q3 20231
RAM Investment Partners, LLC 110.18%0.18%0.18%Q4 2023Q4 20231
Spectrum Wealth Advisory Group, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Prosperity Financial Group, Inc. 110.77%0.77%0.77%Q1 2023Q1 20231
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WFA Asset Management Corp 110.01%0.01%0.01%Q3 2022Q3 20221
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.07%0.07%0.07%Q3 2023Q3 20231
Arlington Trust Co LLC 110.43%0.43%0.43%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
ROGCO, LP 110.02%0.02%0.02%Q3 2023Q3 20231
SYON CAPITAL LLC 110.61%0.61%0.61%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2019Q1 20191
HARTLINE INVESTMENT CORP/ 110.36%0.36%0.36%Q3 2022Q3 20221
United Community Bank 110.12%0.12%0.12%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.11%0.11%0.11%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WEST PACES ADVISORS INC. 110.03%0.03%0.03%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Financial, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Arcus Capital Partners, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q2 2017Q2 20171
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
TFC Financial Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2021Q4 20211
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
RPTC Inc. 110.31%0.31%0.31%Q3 2017Q3 20171
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ferris Capital, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
DRW Securities, LLC 110.66%0.66%0.66%Q1 2014Q1 20141
MARIPAU WEALTH MANAGEMENT LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
AQR Capital Management 110.01%0.01%0.01%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
WNY Asset Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Oak Point Wealth Management 110.10%0.10%0.10%Q4 2017Q4 20171
Diversified Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
Blankinship & Foster, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Source Financial Advisors LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Wealth Architects, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Chesley Taft & Associates LLC 110.02%0.02%0.02%Q4 2017Q4 20171
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q4 2017Q4 20171
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2015Q3 20151
HC Advisors, LLC 111.22%1.22%1.22%Q1 2020Q1 20201
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Osbon Capital Management LLC 112.88%2.88%2.88%Q2 2019Q2 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2015Q1 20151
FSB PREMIER WEALTH MANAGEMENT, INC. 110.08%0.08%0.08%Q4 2021Q4 20211
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DAVIDSON INVESTMENT ADVISORS 110.04%0.04%0.04%Q3 2023Q3 20231
JFG Wealth Management, LLC 111.33%1.33%1.33%Q4 2020Q4 20201
Stifel Trust Company, N.A. 110.01%0.01%0.01%Q3 2014Q3 20141
GTS SECURITIES LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
Y.D. More Investments Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
Newport Capital Group, LLC 110.46%0.46%0.46%Q4 2020Q4 20201
Ridgewood Investments LLC 110.01%0.01%0.01%Q2 2023Q2 20231
VSR Financial Services, Inc. 110.04%0.04%0.04%Q3 2013Q3 20131
Freedom Investment Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Financial Consulate Inc. 110.21%0.21%0.21%Q2 2021Q2 20211
Ackerman Capital Advisors, LLC 110.15%0.15%0.15%Q2 2017Q2 20171
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q1 2020Q1 20201
Synergy Asset Management, LLC 110.71%0.71%0.71%Q1 2023Q1 20231
Optas, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
B, B, H, & B INC. 110.03%0.03%0.03%Q4 2020Q4 20201
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Moloney Securities Asset Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Aberdeen Wealth Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Legacy Private Trust Co. 110.02%0.02%0.02%Q3 2023Q3 20231
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2017Q4 20171
Cleary Gull Holdings Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Merriman Wealth Management, LLC 110.17%0.17%0.17%Q2 2018Q2 20181
RAYNER & HAYNOR 110.21%0.21%0.21%Q4 2013Q4 20131
RESTON WEALTH MANAGEMENT LLC 110.30%0.30%0.30%Q4 2018Q4 20181
SMITH CAPITAL MANAGEMENT INC /AR/ADV 110.13%0.13%0.13%Q3 2020Q3 20201
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Abbrea Capital, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
M. Kulyk & Associates, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.75%0.75%0.75%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.61%0.61%0.61%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Inscription Capital, LLC 110.64%0.64%0.64%Q2 2021Q2 20211
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
COMMUNITY TRUST & INVESTMENT CO 110.06%0.06%0.06%Q1 2016Q1 20161
Paragon Capital Management Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
Paloma Partners Management Co 110.10%0.10%0.10%Q3 2020Q3 20201
Gruss & Co., LLC 112.67%2.67%2.67%Q1 2014Q1 20141
Camelot Portfolios, LLC 110.78%0.78%0.78%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.10%0.10%0.10%Q1 2017Q1 20171
Lake Point Wealth Management 110.00%0.00%0.00%Q1 2020Q1 20201
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
Fernwood Investment Management, LLC 110.16%0.16%0.16%Q3 2019Q3 20191
Crown Wealth Group, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Lunia Capital LP 119.30%9.30%9.30%Q1 2020Q1 20201
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Foster Victor Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Empirical Finance, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Power Corp of Canada 110.22%0.22%0.22%Q1 2022Q1 20221
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
GIRARD SECURITIES, INC. 110.18%0.18%0.18%Q3 2017Q3 20171
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
LifePro Asset Management 110.18%0.18%0.18%Q3 2023Q3 20231
Wolf Group Capital Advisors 110.10%0.10%0.10%Q4 2022Q4 20221
EDMOND DE ROTHSCHILD (MONACO) 115.16%5.16%5.16%Q3 2016Q3 20161
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q1 2019Q1 20191
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BLUE SQUARE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Altus Wealth Group LLC 110.14%0.14%0.14%Q4 2020Q4 20201
GAMBLE JONES INVESTMENT COUNSEL 110.05%0.05%0.05%Q2 2019Q2 20191
ROBERTSON STEPHENS ADVISORS LLC 110.22%0.22%0.22%Q4 2016Q4 20161
GW&K Investment Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Wealth Partners Group, LLC 114.24%4.24%4.24%Q1 2018Q1 20181
ORRSTOWN FINANCIAL SERVICES INC 110.02%0.02%0.02%Q1 2016Q1 20161
Triumph Capital Management 110.40%0.40%0.40%Q3 2022Q3 20221
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.04%0.04%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
WILMINGTON TRUST CO 110.01%0.01%0.01%Q2 2014Q2 20141
Nvest Financial, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
jvl associates llc 110.14%0.14%0.14%Q1 2022Q1 20221
Peregrine Asset Advisers, Inc. 110.90%0.90%0.90%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
CAPE COD FIVE CENTS SAVINGS BANK 110.02%0.02%0.02%Q4 2021Q4 20211
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Brown Advisory Securities, LLC 110.08%0.08%0.08%Q1 2018Q1 20181
FIDUCIENT ADVISORS LLC 110.25%0.25%0.25%Q3 2022Q3 20221
USCA RIA LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Pension Partners, LLC 110.57%0.57%0.57%Q4 2016Q4 20161
Gibson Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
MKD WEALTH COACHES, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
G&S Capital LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Asset Management Resources, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Stelac Advisory Services LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Commonwealth Financial Services, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Westwind Capital 110.01%0.01%0.01%Q1 2020Q1 20201
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q3 2014Q3 20141
ANGELES WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
State of Tennessee, Treasury Department 110.03%0.03%0.03%Q4 2019Q4 20191
United Asset Strategies, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Smith Affiliated Capital Corp. 110.01%0.01%0.01%Q3 2017Q3 20171
GW HENSSLER & ASSOCIATES LTD 110.02%0.02%0.02%Q4 2021Q4 20211
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q2 2019Q2 20191
Independence Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
F3Logic, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Northwest Bank & Trust Co 110.05%0.05%0.05%Q2 2023Q2 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
NEXT Financial Holdings 110.80%0.80%0.80%Q1 2019Q1 20191
Lionsbridge Wealth Management LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Privium Fund Management B.V. 113.27%3.27%3.27%Q2 2023Q2 20231
Plan Group Financial, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
PERSONAL CFO SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Kalos Management, Inc. 110.07%0.07%0.07%Q4 2015Q4 20151
Coppell Advisory Solutions Corp. 110.06%0.06%0.06%Q4 2022Q4 20221
Horizons Wealth Management 110.02%0.02%0.02%Q4 2023Q4 20231
Versant Capital Management, Inc 110.01%0.01%0.01%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Marble Harbor Investment Counsel, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
CLEARY GULL INC. 110.00%0.00%0.00%Q1 2015Q1 20151
TRILLIUM ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.07%0.07%0.07%Q3 2023Q3 20231
Rice Partnership, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Great Lakes Retirement, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
One Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Compass Ion Advisors, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wharton Business Group, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q1 2015Q1 20151
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Beacon Wealthcare LLC 110.10%0.10%0.10%Q4 2021Q4 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Retirement Investment Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Verity & Verity, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Patten Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Financial Gravity Asset Management, Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
J. L. Bainbridge & Co., Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
INSPIRION WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.51%0.51%0.51%Q3 2022Q3 20221
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Elm Partners Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Samalin Investment Counsel, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
ROOSEVELT INVESTMENT GROUP LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Old Port Advisors 110.07%0.07%0.07%Q4 2021Q4 20211
Aquire Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Zurcher Kantonalbank (Zurich Cantonalbank) 110.26%0.26%0.26%Q4 2015Q4 20151
Brio Consultants, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
AllSquare Wealth Management LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Sunesis Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Rafferty Asset Management, LLC 110.30%0.30%0.30%Q2 2013Q2 20131
PENSECO FINANCIAL SERVICES CORP 110.01%0.01%0.01%Q3 2013Q3 20131
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 110.12%0.12%0.12%Q3 2016Q3 20161
Northstar Advisory Group, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
Solidarity Wealth, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Goldstein Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Bowman & Co S.C. 110.15%0.15%0.15%Q2 2023Q2 20231
SAXON INTERESTS, INC. 113.61%3.61%3.61%Q3 2023Q3 20231
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
MILESTONE ASSET MANAGEMENT, LLC 111.29%1.29%1.29%Q1 2023Q1 20231
RDA Financial Network 110.09%0.09%0.09%Q4 2019Q4 20191
Synergy Financial Group, LTD 110.43%0.43%0.43%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BRINKER CAPITAL INC 110.06%0.06%0.06%Q1 2017Q1 20171
Stanford Investment Group, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
XPONANCE, INC. 111.08%1.08%1.08%Q3 2017Q3 20171
FORTE CAPITAL LLC /ADV 110.04%0.04%0.04%Q3 2020Q3 20201
GFG Capital, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Tidal Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Stadion Money Management, LLC 111.89%1.89%1.89%Q3 2013Q3 20131
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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