VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023111
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.02%Q1 2009Q3 202359
Freedom Investment Management, Inc. 43430.08%0.23%0.63%Q1 2013Q3 202343
GOLDMAN SACHS GROUP INC 1440.00%0.00%0.00%Q1 2012Q3 202343
Valmark Advisers, Inc. 42420.02%0.37%0.68%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.09%0.23%0.53%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.03%0.06%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.19%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.08%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.29%0.38%0.47%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.03%0.07%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.01%0.07%0.26%Q2 2013Q3 202342
Ancora Advisors LLC 42420.14%0.56%1.16%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.14%0.25%0.40%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.05%0.13%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 27140.02%0.04%0.11%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3740.00%0.01%0.09%Q2 2013Q3 202341
BOKF, NA 3290.01%0.02%0.02%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.01%Q2 2013Q3 202341
Beacon Capital Management, Inc. 40400.01%5.50%8.28%Q4 2013Q3 202340
BROWN ADVISORY INC 40400.00%0.01%0.04%Q4 2013Q3 202340
Cutler Group LLC / CA 1310.00%0.00%0.02%Q4 2015Q3 202340
HighTower Advisors, LLC 2540.00%0.01%0.02%Q2 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.27%2.91%5.60%Q4 2013Q3 202340
BAILARD, INC. 3190.02%0.14%0.30%Q3 2013Q3 202340
BLAIR WILLIAM & CO/IL 39390.00%0.01%0.01%Q1 2014Q3 202339
WBH ADVISORY INC 3530.07%0.15%0.28%Q1 2014Q3 202338
WASHINGTON TRUST BANK 24140.02%0.04%0.06%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.62%1.12%1.51%Q2 2013Q3 202238
Cranbrook Wealth Management, LLC 3610.10%0.66%1.50%Q4 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 3160.00%0.01%0.02%Q2 2013Q3 202337
M Holdings Securities, Inc. 3160.15%0.75%1.61%Q4 2013Q2 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Sigma Planning Corp 35350.04%0.08%0.10%Q1 2015Q3 202335
Sandy Spring Bank 2870.00%0.00%0.00%Q2 2013Q3 202335
STIFEL FINANCIAL CORP 3010.00%0.01%0.02%Q4 2014Q3 202334
Private Advisor Group, LLC 3310.01%0.02%0.06%Q3 2014Q3 202334
M&T BANK CORP 1540.01%0.03%0.06%Q3 2014Q3 202334
FMR LLC 3220.00%0.00%0.00%Q2 2014Q3 202334
Versant Capital Management, Inc 33330.28%0.34%0.40%Q4 2015Q4 202333
Tower Research Capital LLC (TRC) 1530.00%0.10%1.09%Q1 2014Q3 202333
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 32320.00%0.00%0.02%Q4 2015Q3 202332
COMERICA BANK 2910.00%0.01%0.02%Q3 2013Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.03%0.08%Q3 2013Q3 202332
GLENMEDE TRUST CO NA 16150.00%0.00%0.00%Q3 2014Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
CWM, LLC 2280.00%0.00%0.02%Q1 2016Q3 202330
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q2 2013Q3 202330
ASPIRIANT, LLC 2370.02%0.09%0.35%Q1 2016Q3 202330
INGALLS & SNYDER LLC 30300.01%0.02%0.04%Q2 2016Q3 202330
Carroll Financial Associates, Inc. 29290.00%0.01%0.01%Q4 2014Q4 202129
LEAVELL INVESTMENT MANAGEMENT, INC. 1510.02%0.06%0.12%Q2 2010Q3 202329
Personal Capital Advisors Corp 29290.01%0.16%0.25%Q4 2015Q4 202229
Allworth Financial LP 2540.00%0.00%0.00%Q1 2015Q3 202329
BlackRock Inc. 2710.00%0.00%0.00%Q2 2016Q2 202328
First Allied Advisory Services, Inc. 28280.01%0.05%0.18%Q4 2013Q3 202028
HOWE & RUSLING INC 1410.00%0.06%0.29%Q2 2013Q3 202328
VANGUARD GROUP INC 1820.00%0.00%0.00%Q3 2014Q4 202128
J.P. Morgan Private Wealth Advisors LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
NEXT Financial Group, Inc 1410.00%0.18%0.70%Q3 2014Q4 202128
CONDOR CAPITAL MANAGEMENT 28280.18%0.24%0.33%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Exchange Capital Management, Inc. 27270.34%0.63%0.81%Q1 2017Q3 202327
Cetera Advisors LLC 1120.01%0.06%0.16%Q4 2013Q3 202327
Madden Advisory Services, Inc. 27270.01%0.60%0.90%Q2 2013Q4 201927
Avior Wealth Management, LLC 27270.01%0.06%0.28%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.00%0.01%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
FIFTH THIRD SECURITIES, INC. 16110.06%0.35%2.11%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.02%0.42%Q4 2016Q3 202327
Heritage Trust Co 27270.09%0.56%1.39%Q1 2017Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 26260.01%0.05%0.07%Q3 2017Q4 202326
Coastline Trust Co 1140.03%0.04%0.06%Q4 2013Q1 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.07%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.02%Q4 2016Q3 202326
JANE STREET GROUP, LLC 920.00%0.00%0.03%Q1 2015Q2 202326
Raymond James Financial Services Advisors, Inc. 1440.00%0.01%0.03%Q4 2016Q3 202326
Parkside Financial Bank & Trust 15110.00%0.00%0.00%Q3 2015Q3 202326
IHT Wealth Management, LLC 2060.01%0.04%0.10%Q4 2016Q3 202326
Cetera Advisor Networks LLC 1910.01%0.02%0.07%Q1 2014Q3 202325
Avantax Planning Partners, Inc. 1960.01%0.03%0.07%Q2 2017Q3 202325
D.A. DAVIDSON & CO. 1220.00%0.01%0.03%Q4 2014Q3 202325
C M BIDWELL & ASSOCIATES LTD 2050.02%0.08%0.26%Q2 2014Q3 202325
Simmons Bank 1440.02%0.02%0.03%Q1 2017Q3 202325
NOMURA ASSET MANAGEMENT CO LTD 2140.00%0.01%0.01%Q2 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.01%0.02%Q2 2017Q2 202325
Institute for Wealth Management, LLC. 1210.04%0.14%0.31%Q4 2013Q3 202325
WHITTIER TRUST CO 25250.01%0.01%0.01%Q3 2017Q3 202325
VISTA INVESTMENT MANAGEMENT 24240.50%0.58%0.70%Q4 2017Q3 202324
Bank of New York Mellon Corp 1350.00%0.00%0.00%Q2 2017Q3 202324
Archford Capital Strategies, LLC 1680.16%0.29%0.42%Q1 2014Q1 202024
Manchester Capital Management LLC 24240.13%0.39%1.03%Q2 2016Q1 202224
Front Row Advisors LLC 24240.04%0.05%0.06%Q4 2017Q3 202324
Advisory Services Network, LLC 1310.00%0.02%0.06%Q1 2016Q2 202324
PARK AVENUE SECURITIES LLC 2110.01%0.05%0.47%Q4 2014Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.09%0.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Sargent Bickham Lagudis LLC 23230.00%0.00%0.00%Q2 2017Q4 202223
ATLAS CAPITAL ADVISORS LLC 23230.08%0.21%0.34%Q1 2018Q3 202323
Atria Investments, Inc 740.02%0.06%0.17%Q1 2017Q3 202323
M Financial Asset Management, Inc. 23234.77%8.50%12.86%Q4 2017Q2 202323
Bray Capital Advisors 23230.01%0.02%0.03%Q1 2018Q3 202323
Ledyard National Bank 23230.00%0.06%0.87%Q2 2013Q4 201823
KCM INVESTMENT ADVISORS LLC 23230.01%0.21%0.36%Q1 2018Q3 202323
Northeast Financial Consultants Inc 1150.03%0.14%0.37%Q4 2013Q3 202023
Callan Capital, LLC 23230.08%0.15%0.19%Q1 2018Q3 202323
Ameritas Investment Partners, Inc. 1840.00%0.10%0.67%Q3 2013Q4 202122
Pathway Financial Advisors LLC 1480.22%0.42%0.60%Q4 2017Q3 202322
Bison Wealth, LLC 1110.01%0.16%0.42%Q2 2015Q2 202222
RAND WEALTH, LLC 22220.38%0.45%0.68%Q2 2013Q3 201822
Certified Advisory Corp 11110.01%1.21%3.02%Q4 2017Q3 202322
Stratos Wealth Partners, LTD. 1310.01%0.03%0.06%Q3 2015Q3 202321
Citadel Advisors 710.00%0.00%0.01%Q3 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.05%Q3 2018Q3 202321
Cornerstone Wealth Management, LLC 1030.02%0.04%0.11%Q4 2017Q3 202321
CAPITAL WEALTH MANAGEMENT, LLC 21210.37%4.78%6.12%Q4 2017Q4 202221
SALEM INVESTMENT COUNSELORS INC 1830.00%0.00%0.02%Q3 2016Q3 202321
Anchor Investment Management, LLC 1380.00%0.11%0.28%Q4 2017Q4 202321
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
Private Wealth Advisors, LLC 20200.54%0.96%1.54%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.10%0.45%1.03%Q4 2018Q3 202320
Kistler-Tiffany Companies, LLC 10100.00%0.04%0.08%Q2 2013Q2 202320
Jacobi Capital Management LLC 20200.02%0.04%0.08%Q4 2016Q3 202120
Financial Gravity Asset Management, Inc. 1230.00%0.03%0.09%Q1 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Global Endowment Management, LP 1330.04%0.20%0.37%Q1 2018Q3 202320
IFC Holdings Incorporated/FL 19190.06%0.28%0.46%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19190.06%0.09%0.15%Q1 2019Q3 202319
Wolff Financial Management LLC 1090.24%0.44%0.87%Q4 2018Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
BRANDYWINE OAK PRIVATE WEALTH LLC 1450.03%0.54%1.20%Q4 2018Q3 202319
Windham Capital Management, LLC 19190.12%0.27%0.55%Q1 2019Q3 202319
CX Institutional 1510.00%0.20%1.32%Q2 2018Q3 202319
Autus Asset Management, LLC 1120.03%0.04%0.06%Q3 2017Q4 202219
Rockefeller Capital Management L.P. 19190.00%0.02%0.05%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.07%0.87%1.03%Q3 2018Q3 202319
Full Sail Capital, LLC 19190.16%0.35%0.44%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.52%0.62%0.84%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
AE Wealth Management LLC 1010.01%0.05%0.15%Q2 2017Q3 202318
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
Laurel Wealth Advisors LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.03%0.04%0.06%Q2 2013Q3 201718
JOHN G ULLMAN & ASSOCIATES INC 740.03%0.08%0.20%Q3 2018Q3 202317
FLPUTNAM INVESTMENT MANAGEMENT CO 17170.02%0.02%0.02%Q3 2019Q3 202317
First PREMIER Bank 17170.01%0.02%0.02%Q3 2019Q3 202317
TRUE Private Wealth Advisors 17170.03%0.07%0.10%Q2 2018Q2 202217
Meristem Family Wealth, LLC 17170.08%0.12%0.16%Q1 2018Q1 202217
Asset Dedication, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 17170.03%0.03%0.04%Q1 2017Q1 202117
Prospera Financial Services Inc 16160.02%0.03%0.04%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.01%0.02%Q3 2019Q3 202316
Keebeck Wealth Management, LLC 16160.05%0.08%0.16%Q4 2019Q3 202316
WealthPLAN Partners, LLC 1110.00%0.04%0.16%Q1 2015Q4 201916
DEUTSCHE BANK AG\ 1060.00%0.00%0.00%Q3 2013Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Wealthcare Advisory Partners LLC 910.00%0.05%0.13%Q1 2018Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.27%1.44%1.63%Q4 2019Q3 202316
Advisory Alpha, LLC 1020.01%0.15%0.29%Q2 2015Q4 201916
Baird Financial Group, Inc. 1210.00%0.01%0.01%Q1 2018Q3 202316
AdvisorNet Financial, Inc 1150.00%0.00%0.01%Q4 2017Q3 202216
Spearhead Capital Advisors, LLC 1330.03%0.07%0.13%Q1 2018Q1 202216
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.03%0.05%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 1010.00%0.01%0.02%Q3 2014Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Bell Rock Capital LLC 1310.03%0.16%0.73%Q4 2016Q3 202216
REILLY FINANCIAL ADVISORS, LLC 1240.00%0.00%0.01%Q2 2013Q3 202016
J.W. COLE ADVISORS, INC. 870.03%0.40%0.54%Q4 2019Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
STEPHENS INC /AR/ 15150.01%0.01%0.02%Q2 2018Q4 202115
LifePlan Financial Group, Inc 1320.01%0.24%0.37%Q4 2013Q3 202015
Advisor Group, Inc. 15150.01%0.03%0.08%Q2 2016Q4 201915
WEDBUSH SECURITIES INC 1410.02%0.02%0.04%Q4 2019Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.01%0.02%Q3 2017Q1 202115
OSAIC HOLDINGS, INC. 15150.02%0.06%0.10%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.33%0.42%0.58%Q1 2020Q3 202315
55I, LLC 14140.03%0.10%0.24%Q2 2019Q3 202214
LBA Wealth Management, LLC 14140.01%0.02%0.03%Q4 2013Q1 201714
Wealth Alliance 14140.05%0.07%0.10%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.05%0.06%0.08%Q2 2020Q3 202314
First Horizon Advisors, Inc. 1220.00%0.01%0.02%Q3 2018Q3 202314
Advisors Preferred, LLC 620.01%0.60%6.30%Q4 2013Q4 202114
PROFFITT & GOODSON INC 14140.00%0.00%0.00%Q3 2018Q4 202114
180 WEALTH ADVISORS, LLC 14140.16%0.19%0.25%Q2 2020Q3 202314
SENTINEL PENSION ADVISORS INC 1040.25%0.37%0.50%Q1 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.00%0.00%Q2 2013Q3 201614
OPPENHEIMER & CO INC 810.01%0.01%0.02%Q3 2014Q1 202314
Narwhal Capital Management 1220.03%0.08%0.22%Q1 2020Q3 202314
Strategic Wealth Investment Group, LLC 14140.80%1.03%1.19%Q2 2020Q3 202314
Allen Investment Management, LLC 13130.01%0.03%0.08%Q2 2016Q2 201913
ROPES WEALTH ADVISORS LLC 1210.00%0.05%0.06%Q2 2019Q3 202313
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
Janney Montgomery Scott LLC 1210.01%0.01%0.04%Q3 2016Q3 202313
Richard Bernstein Advisors LLC 13130.06%1.07%2.31%Q1 2016Q1 201913
COMERICA SECURITIES,INC. 760.02%0.05%0.09%Q1 2019Q4 202213
MUFG Americas Holdings Corp 1120.00%0.00%0.01%Q1 2011Q1 201913
Berkeley Capital Partners, LLC 1030.57%3.43%5.02%Q3 2016Q4 202213
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.02%0.03%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.03%0.04%Q2 2013Q2 201613
Axiom Financial Strategies, LLC 13130.42%0.66%1.41%Q3 2020Q3 202313
JOHNSON INVESTMENT COUNSEL INC 13130.01%0.01%0.01%Q3 2020Q3 202313
Laidlaw Wealth Management LLC 13130.07%0.11%0.16%Q3 2020Q3 202313
Paradigm Financial Advisors, LLC 13130.10%0.20%0.31%Q4 2018Q4 202113
SG Americas Securities, LLC 620.00%0.01%0.02%Q2 2013Q3 201713
Cetera Investment Advisers 12120.01%0.04%0.10%Q4 2020Q3 202312
Venturi Wealth Management, LLC 930.00%0.19%0.35%Q4 2016Q3 202312
Prairiewood Capital, LLC 12120.24%0.52%0.90%Q4 2020Q3 202312
Starfire Investment Advisers, Inc. 531.35%2.33%2.83%Q1 2015Q2 202012
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.03%Q4 2018Q3 202112
IndexIQ Advisors LLC 810.00%0.01%0.02%Q3 2015Q4 201912
EPIQ Capital Group, LLC 12120.03%0.08%0.14%Q4 2020Q3 202312
PRIVATE TRUST CO NA 720.00%0.00%0.00%Q1 2013Q3 202312
B. Riley Wealth Management, Inc. 610.00%0.06%0.22%Q1 2014Q2 202212
Csenge Advisory Group 840.01%0.03%0.08%Q3 2020Q3 202312
IBERIABANK CORP 12120.04%0.06%0.10%Q3 2017Q2 202012
ASSETMARK, INC 610.00%0.00%0.00%Q4 2015Q1 202312
Estate Counselors, LLC 12120.47%0.97%2.26%Q1 2020Q4 202212
Advisors Capital Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.32%0.38%0.44%Q4 2020Q3 202312
Winch Advisory Services, LLC 12120.00%0.11%0.14%Q4 2020Q3 202312
B. Riley Wealth Advisors, Inc. 1010.00%0.12%0.22%Q2 2014Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
SUNTRUST BANKS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
COLLECTIVE FAMILY OFFICE LLC 12120.18%0.26%0.35%Q4 2020Q3 202312
Visionary Asset Management, Inc. 930.18%0.90%1.08%Q4 2014Q3 201812
Fortis Advisors, LLC 12120.15%0.25%0.37%Q3 2017Q2 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Main Street Financial Solutions, LLC 12120.26%0.30%0.35%Q4 2020Q3 202312
Stratos Wealth Advisors, LLC 1010.02%0.20%0.36%Q1 2020Q2 202312
Independence Bank of Kentucky 12120.01%0.01%0.02%Q4 2020Q3 202312
Advisor OS, LLC 12120.04%0.19%1.14%Q4 2020Q3 202312
Winslow, Evans & Crocker, Inc. 12120.00%0.01%0.02%Q4 2013Q3 201612
Concert Wealth Management Inc. 660.03%0.07%0.11%Q3 2013Q3 201612
Proquility Private Wealth Partners, LLC 12120.48%0.66%0.98%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Cutter & CO Brokerage, Inc. 11110.06%0.30%0.42%Q1 2021Q3 202311
Kore Private Wealth LLC 1010.01%0.05%0.10%Q4 2018Q1 202211
Financial Architects, Inc 650.00%0.00%0.02%Q2 2014Q2 201711
ASPIRIANT HOLDINGS S3, LLC 11111.44%1.63%1.79%Q2 2013Q4 201511
COMERICA SECURITIES INC 1010.04%0.07%0.11%Q4 2014Q4 201811
tru Independence LLC 910.06%0.14%0.17%Q4 2019Q3 202311
Eudaimonia Partners, LLC 710.01%0.14%0.32%Q4 2019Q3 202311
BURNEY CO/ 920.02%0.03%0.03%Q2 2013Q2 201611
Capital Investment Advisory Services, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
EP Wealth Advisors, LLC 740.00%0.11%1.16%Q4 2020Q3 202311
Snowden Capital Advisors LLC 830.01%0.01%0.02%Q2 2019Q3 202311
Sierra Capital LLC 11110.29%0.34%0.44%Q1 2021Q3 202311
Ameritas Investment Company, LLC 830.04%0.67%2.27%Q4 2018Q3 202111
Ellis Investment Partners, LLC 11110.01%0.01%0.01%Q1 2020Q3 202211
ATTICUS WEALTH MANAGEMENT, LLC 11110.01%0.07%0.13%Q1 2021Q3 202311
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
Intelligence Driven Advisers, LLC 11110.08%0.12%0.17%Q4 2018Q2 202111
Ten Capital Wealth Advisors, LLC 11110.00%0.34%1.01%Q3 2020Q1 202311
CIBC WORLD MARKET INC. 11110.00%0.01%0.01%Q1 2021Q3 202311
Founders Financial Alliance, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.02%0.03%0.04%Q1 2014Q1 201711
SVB WEALTH LLC 1010.00%0.00%0.02%Q2 2019Q1 202211
Concord Wealth Partners 740.01%0.01%0.02%Q4 2020Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 1010.00%0.30%0.43%Q2 2020Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
WOODWARD DIVERSIFIED CAPITAL, LLC 640.65%0.79%0.92%Q4 2020Q3 202310
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 810.00%0.01%0.03%Q4 2017Q3 202310
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
BerganKDV Wealth Management, LLC 640.00%0.03%0.08%Q1 2017Q1 202010
Capital Asset Advisory Services LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
Private Advisory Group LLC 10100.31%0.46%1.01%Q4 2016Q1 201910
Regal Investment Advisors LLC 10100.01%0.03%0.04%Q2 2013Q3 201510
BARCLAYS PLC 510.00%0.00%0.00%Q3 2016Q3 202110
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Lumature Wealth Partners, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
DUBUQUE BANK & TRUST CO 910.01%0.13%0.56%Q2 2014Q4 201810
SIMPLEX TRADING, LLC 310.00%0.00%0.02%Q4 2015Q2 202310
Wealthfront Advisers LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TSFG, LLC 10100.17%0.27%0.31%Q2 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q4 2015Q1 201810
Cedar Brook Financial Partners, LLC 10100.13%0.46%0.62%Q4 2018Q1 202110
EXCHANGE TRADED CONCEPTS, LLC 410.01%0.07%0.14%Q2 2020Q4 202310
Tatro Capital, LLC 10100.39%2.07%2.97%Q4 2019Q1 202210
Accel Wealth Management 10100.00%0.02%0.03%Q4 2020Q1 202310
Tranquilli Financial Advisor LLC 641.17%2.90%3.80%Q4 2020Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10101.23%1.73%2.67%Q4 2017Q1 202010
HARBOR INVESTMENT ADVISORY, LLC 910.00%0.02%0.04%Q4 2019Q3 202310
Spruce Investment Advisors LLC 640.07%1.96%4.68%Q4 2014Q3 201710
TD Capital Management LLC 910.00%0.00%0.00%Q3 2017Q3 202110
JONES FINANCIAL COMPANIES LLLP 910.00%0.00%0.00%Q4 2015Q2 202310
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2016Q3 202210
SOA Wealth Advisors, LLC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Fusion Family Wealth LLC 990.00%0.02%0.03%Q1 2017Q1 20199
Qube Research & Technologies Ltd 990.00%0.00%0.00%Q3 2021Q3 20239
Plante Moran Financial Advisors, LLC 510.00%0.00%0.01%Q4 2015Q3 20239
Gladstone Institutional Advisory LLC 990.03%0.05%0.07%Q3 2021Q3 20239
Dentgroup LLC 990.41%0.55%0.66%Q4 2021Q4 20239
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Parsec Financial Management, Inc. 990.01%0.04%0.11%Q2 2019Q2 20219
Miracle Mile Advisors, LLC 990.03%0.08%0.38%Q2 2021Q2 20239
White Lighthouse Investment Management Inc. 990.15%0.36%0.58%Q4 2017Q4 20199
SRS Capital Advisors, Inc. 720.00%0.02%0.07%Q3 2018Q4 20209
SIGNATUREFD, LLC 410.00%0.00%0.01%Q2 2015Q1 20229
BRIGHTON JONES LLC 990.03%0.05%0.06%Q3 2021Q3 20239
MACROVIEW INVESTMENT MANAGEMENT LLC 990.01%0.02%0.02%Q3 2017Q3 20199
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Nan Shan Life Insurance Co., Ltd. 720.02%0.09%0.14%Q3 2017Q1 20219
CHEMICAL BANK 990.03%0.03%0.03%Q1 2017Q1 20199
SEGALL BRYANT & HAMILL, LLC 630.00%0.00%0.00%Q1 2021Q2 20239
Vantage Investment Advisors, LLC 990.00%0.00%0.00%Q2 2014Q2 20169
Harel Insurance Investments & Financial Services Ltd. 810.09%2.00%2.66%Q4 2016Q4 20199
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.09%Q2 2013Q2 20159
Vickerman Investment Advisors, Inc. 991.41%1.51%1.75%Q3 2021Q3 20239
Aevitas Wealth Management, Inc. 990.17%0.26%0.35%Q4 2020Q4 20229
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
TIAA, FSB 540.00%0.01%0.04%Q3 2017Q2 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 540.00%0.00%0.00%Q1 2019Q1 20229
Alexandria Capital, LLC 630.00%0.00%0.01%Q4 2014Q3 20179
Apollon Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.68%0.82%1.00%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.08%0.22%0.46%Q4 2021Q3 20238
Disciplined Investments, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 880.02%0.59%1.22%Q1 2018Q4 20198
SHEETS SMITH WEALTH MANAGEMENT 710.00%0.05%0.09%Q3 2020Q3 20238
Berman Capital Advisors, LLC 530.06%0.10%0.17%Q4 2017Q4 20198
Evanson Asset Management, LLC 410.06%0.09%0.12%Q1 2014Q4 20168
Ulland Investment Advisors, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 881.26%2.82%3.59%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 410.00%0.01%0.06%Q3 2017Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.02%0.07%0.12%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.03%0.06%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
WNY Asset Management, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
Mascoma Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Quantitative Advantage, LLC 441.02%1.50%1.90%Q4 2013Q1 20178
StoneX Group Inc. 530.03%0.16%0.28%Q4 2017Q4 20218
Cavalier Investments, LLC 881.24%1.57%2.10%Q2 2021Q1 20238
MAGNOLIA CAPITAL MANAGEMENT LTD 880.01%0.01%0.02%Q4 2021Q3 20238
BNC WEALTH MANAGEMENT, LLC 880.17%0.21%0.24%Q4 2021Q3 20238
City State Bank 880.43%0.57%0.68%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.34%0.49%0.65%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.02%0.10%Q4 2021Q3 20238
Westside Investment Management, Inc. 710.00%0.01%0.04%Q2 2019Q3 20238
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q3 2013Q3 20168
Clark Capital Management Group, Inc. 310.02%0.18%0.74%Q2 2016Q1 20228
SYM FINANCIAL Corp 410.00%0.00%0.01%Q2 2018Q2 20238
Cresset Asset Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 620.00%0.02%0.05%Q4 2017Q2 20228
ROBSHAW & JULIAN ASSOCIATES INC 880.88%0.91%0.95%Q3 2013Q2 20158
McKinley Carter Wealth Services, Inc. 710.00%0.04%0.09%Q1 2018Q2 20228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Gould Capital, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Ellevest, Inc. 880.00%0.00%0.00%Q1 2021Q4 20228
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.32%0.34%0.38%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.04%0.05%0.05%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
TrueWealth Financial Partners 889.62%10.13%10.59%Q4 2021Q3 20238
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
Brinker Capital Investments, LLC 520.00%0.04%0.09%Q3 2013Q1 20177
Capasso Planning Partners LLC 430.12%0.15%0.18%Q4 2021Q3 20237
Cypress Wealth Advisors LLC 610.09%0.14%0.30%Q2 2015Q2 20177
BESSEMER GROUP INC 410.00%0.00%0.00%Q4 2018Q4 20217
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.00%0.00%Q2 2021Q3 20237
PATTEN & PATTEN INC/TN 770.04%0.05%0.06%Q1 2021Q3 20227
HRT FINANCIAL LP 520.01%0.04%0.08%Q1 2021Q1 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Independent Wealth Network Inc. 430.14%0.16%0.21%Q3 2021Q3 20237
Garde Capital, Inc. 430.03%0.04%0.05%Q3 2017Q4 20197
NewEdge Advisors, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
Curran Financial Partners, LLC 310.46%0.73%0.88%Q4 2020Q2 20237
Bradley & Co. Private Wealth Management, LLC 770.01%0.01%0.01%Q1 2021Q3 20227
20/20 Capital Management, Inc. 770.44%0.51%0.56%Q4 2019Q2 20217
KANALY TRUST CO 770.00%0.00%0.00%Q2 2015Q4 20167
TrueWealth Advisors, LLC 770.12%0.53%0.97%Q3 2021Q1 20237
MTM Investment Management, LLC 610.01%0.01%0.01%Q1 2021Q4 20227
Cerity Partners LLC 770.00%0.00%0.01%Q4 2021Q2 20237
MATHER GROUP, LLC. 770.01%0.02%0.06%Q1 2022Q3 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
Larson Financial Group LLC 770.02%0.04%0.05%Q4 2018Q2 20207
Visionary Wealth Advisors 770.05%0.18%0.31%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.13%1.96%4.53%Q1 2022Q3 20237
BANK HAPOALIM BM 430.02%0.08%0.16%Q4 2017Q4 20217
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q4 20227
Ameritas Advisory Services, LLC 610.02%0.70%2.37%Q4 2021Q3 20237
OXFORD FINANCIAL GROUP, LTD. LLC 770.00%0.01%0.01%Q3 2021Q1 20237
BANK OF NOVA SCOTIA 610.00%0.03%0.12%Q2 2016Q1 20197
MORRIS FINANCIAL CONCEPTS, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
DIXON HUBARD FEINOUR & BROWN INC/VA 430.31%0.32%0.33%Q1 2014Q4 20167
Moloney Securities Asset Management, LLC 770.09%0.23%0.30%Q1 2017Q3 20187
HAZLETT, BURT & WATSON, INC. 770.01%0.04%0.08%Q1 2022Q3 20237
D'Orazio & Associates, Inc. 770.00%0.02%0.05%Q3 2014Q1 20167
Beacon Pointe Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Enterprise Trust & Investment Co 770.80%1.86%2.52%Q4 2020Q2 20227
Parisi Gray Wealth Management 610.01%0.02%0.04%Q4 2017Q2 20217
Atria Wealth Solutions, Inc. 770.02%0.07%0.15%Q1 2022Q3 20237
Birchcreek Wealth Management, LLC 410.19%0.24%0.26%Q4 2020Q3 20237
Mariner, LLC 510.00%0.01%0.01%Q3 2016Q3 20236
HOLDERNESS INVESTMENTS CO 660.08%0.09%0.11%Q1 2021Q2 20226
Outlook Wealth Advisors, LLC 660.21%0.22%0.23%Q1 2021Q2 20226
Integrated Wealth Concepts LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
Portfolio Strategies, Inc. 660.91%1.06%1.24%Q1 2018Q2 20196
Retirement Group, LLC 510.00%0.00%0.01%Q4 2019Q2 20216
New Millennium Group LLC 660.03%0.59%3.37%Q2 2022Q3 20236
Timber Hill LLC 310.00%0.06%0.19%Q2 2014Q4 20176
Bowling Portfolio Management LLC 660.37%0.45%0.54%Q2 2021Q3 20226
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.01%Q1 2018Q2 20196
FLOW TRADERS U.S. LLC 210.02%0.08%0.14%Q3 2020Q3 20236
RBA Wealth Management, LLC 420.10%0.11%0.11%Q4 2021Q3 20236
Checchi Capital Advisers, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Gradient Investments LLC 410.00%0.00%0.00%Q3 2016Q3 20236
Waldron Private Wealth LLC 510.01%0.01%0.02%Q1 2021Q1 20236
Aprio Wealth Management, LLC 660.10%0.78%2.10%Q4 2021Q1 20236
Sowell Financial Services LLC 420.00%0.01%0.08%Q3 2019Q1 20216
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q3 2017Q4 20186
MCF Advisors LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Capital Bank & Trust Co 510.00%0.00%0.00%Q3 2017Q1 20206
TCI Wealth Advisors, Inc. 410.00%0.00%0.00%Q2 2019Q3 20226
CAMBRIDGE TRUST CO 660.00%0.00%0.01%Q4 2021Q1 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.06%0.09%0.11%Q1 2022Q3 20236
WFG Advisors, LP 660.00%0.01%0.01%Q2 2013Q3 20146
Trinity Legacy Partners, LLC 510.16%0.20%0.30%Q2 2021Q3 20236
Merit Financial Group, LLC 660.06%0.07%0.09%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
DEARBORN PARTNERS LLC 510.01%0.02%0.02%Q4 2018Q2 20236
MONETARY MANAGEMENT GROUP INC 660.00%0.01%0.01%Q4 2021Q1 20236
Virtu KCG Holdings LLC 210.01%0.02%0.05%Q2 2014Q2 20176
Joule Financial, LLC 660.27%0.30%0.34%Q2 2022Q3 20236
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
Boltwood Capital Management 510.07%0.09%0.10%Q1 2021Q4 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
FUKOKU MUTUAL LIFE INSURANCE Co 660.38%0.72%0.98%Q3 2014Q4 20156
Bogart Wealth, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.00%0.00%Q2 2013Q2 20145
Simplicity Solutions, LLC 310.03%0.05%0.08%Q2 2020Q3 20235
Pariax, LLC 552.98%3.38%3.99%Q4 2021Q4 20225
Newport Wealth Strategies, Inc. 550.24%0.47%0.79%Q3 2020Q3 20215
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 551.92%2.68%3.49%Q4 2018Q4 20195
HBW ADVISORY SERVICES LLC 550.09%0.12%0.17%Q1 2021Q1 20225
Eagle Strategies LLC 410.60%0.65%0.76%Q2 2022Q3 20235
Jackson Hole Capital Partners, LLC 550.16%0.22%0.31%Q4 2018Q4 20195
Anson Capital, Inc. 550.32%0.76%1.50%Q4 2021Q4 20225
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q1 2017Q1 20205
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
TAP Consulting, LLC 410.09%1.20%2.80%Q2 2021Q2 20235
MONEY CONCEPTS CAPITAL CORP 550.01%0.01%0.01%Q4 2021Q4 20225
Kinloch Capital, LLC 310.14%0.86%1.46%Q4 2020Q4 20225
ARS Wealth Advisors, LLC 550.10%0.26%0.39%Q4 2016Q4 20175
BARRETT & COMPANY, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
Signature Financial Management, Inc. 551.78%1.91%2.02%Q4 2015Q4 20165
Kavar Capital Partners, LLC 320.00%0.00%0.01%Q4 2013Q4 20155
Strategic Capital Group LLC 550.08%0.17%0.23%Q2 2013Q2 20145
NOVARE CAPITAL MANAGEMENT LLC 550.17%0.25%0.28%Q3 2022Q3 20235
Planning Center, Inc. 550.07%0.29%0.80%Q4 2021Q4 20225
BB&T SECURITIES, LLC 550.00%0.00%0.01%Q4 2017Q4 20185
Robertson Stephens Wealth Management, LLC 410.02%0.02%0.04%Q2 2021Q3 20225
Perennial Advisors, LLC 320.00%0.32%0.63%Q1 2021Q3 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
MATRIX PRIVATE CAPITAL GROUP LLC 550.02%0.03%0.04%Q2 2021Q2 20225
Stillwater Capital Advisors, LLC 550.19%0.25%0.31%Q2 2014Q2 20155
Ameliora Wealth Management Ltd. 550.00%0.01%0.01%Q3 2022Q3 20235
JFS WEALTH ADVISORS, LLC 320.00%0.00%0.01%Q2 2020Q2 20235
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 550.08%0.08%0.08%Q1 2021Q1 20225
JANUS HENDERSON GROUP PLC 550.00%0.00%0.00%Q3 2017Q3 20185
MILLENNIUM MANAGEMENT LLC 320.00%0.00%0.00%Q1 2015Q3 20165
Clearstead Advisors, LLC 320.00%0.00%0.00%Q2 2020Q3 20235
STARR INTERNATIONAL CO INC 551.99%2.37%2.81%Q1 2019Q1 20205
Lenox Wealth Advisors, LLC 410.01%0.01%0.01%Q4 2015Q1 20185
Partnervest Advisory Services LLC 550.01%0.02%0.04%Q2 2013Q2 20145
CUE ADVISORY SERVICES, INC. 550.35%0.42%0.48%Q4 2014Q4 20155
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
Orion Portfolio Solutions, LLC 410.01%0.02%0.02%Q4 2020Q3 20235
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
Belmont Capital, LLC 550.00%0.01%0.02%Q4 2020Q4 20215
Lido Advisors, LLC 550.04%0.07%0.14%Q3 2022Q3 20235
MADISON INVESTMENT HOLDINGS INC 550.06%0.08%0.09%Q3 2017Q3 20185
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
PARK NATIONAL CORP /OH/ 550.07%0.08%0.08%Q4 2022Q4 20235
Perigon Wealth Management, LLC 210.01%0.02%0.03%Q4 2017Q1 20225
Crescent Capital Consulting, LLC 550.10%0.11%0.12%Q4 2020Q4 20215
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 320.00%0.00%0.01%Q4 2013Q1 20155
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q4 2013Q4 20145
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2021Q3 20234
NORTHSTAR ASSET MANAGEMENT Co LLC 310.05%0.06%0.07%Q1 2022Q2 20234
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2021Q3 20224
FIRST HORIZON CORP 440.05%0.05%0.06%Q3 2020Q2 20214
Caprock Group, LLC 440.04%0.05%0.05%Q3 2017Q2 20184
Sharper & Granite LLC 440.58%0.64%0.71%Q4 2022Q3 20234
ACG Wealth 440.06%0.10%0.18%Q4 2021Q3 20224
NewSquare Capital LLC 440.00%0.01%0.01%Q1 2022Q4 20224
INSIGHT 2811, INC. 440.32%0.33%0.34%Q2 2022Q1 20234
Thomas J. Herzfeld Advisors, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
Banco Santander, S.A. 310.01%0.04%0.10%Q4 2016Q4 20214
BUILDER INVESTMENT GROUP INC /ADV 440.33%0.36%0.40%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.03%0.05%0.09%Q4 2022Q3 20234
Voya Financial Advisors, Inc. 210.01%0.04%0.14%Q4 2017Q1 20214
Avestar Capital, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Life Planning Partners, Inc 440.07%0.07%0.08%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
AMP Capital Investors Ltd 440.14%0.16%0.16%Q4 2016Q3 20174
CENTRAL TRUST Co 210.00%0.00%0.00%Q3 2013Q2 20164
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Allianz Asset Management GmbH 440.00%0.00%0.00%Q1 2021Q4 20214
Mutual Advisors, LLC 110.03%0.04%0.08%Q4 2017Q3 20214
Balentine LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Foothills Asset Management, Ltd. 441.88%1.90%1.93%Q4 2013Q3 20144
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
ProVise Management Group, LLC 220.02%0.02%0.02%Q1 2021Q1 20224
Quaker Wealth Management, LLC 312.15%3.34%5.91%Q1 2021Q1 20224
Patten Group, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
O'ROURKE & COMPANY, Inc 440.16%0.18%0.18%Q4 2022Q3 20234
Pinnacle Advisory Group, Inc. 310.04%0.04%0.04%Q1 2019Q1 20204
Colonial Trust Co / SC 440.02%0.04%0.04%Q4 2022Q3 20234
ESG Planning 440.30%0.47%0.54%Q1 2022Q4 20224
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 440.04%0.05%0.05%Q2 2022Q1 20234
Claybrook Capital, LLC 440.04%0.09%0.12%Q4 2017Q3 20184
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Financial Freedom, LLC 440.28%0.30%0.32%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.01%0.03%0.06%Q4 2021Q3 20224
US FINANCIAL ADVISORS, LLC 440.02%2.32%4.92%Q3 2015Q2 20164
RPg Family Wealth Advisory, LLC 310.01%0.01%0.01%Q2 2018Q4 20194
Praetorian Wealth Management, Inc. 220.11%0.12%0.14%Q2 2021Q4 20224
Foundations Investment Advisors, LLC 310.04%2.14%8.38%Q2 2020Q3 20234
EverSource Wealth Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Progressive Investment Management Corp 440.04%0.04%0.05%Q4 2022Q3 20234
Ascent Group, LLC 220.14%0.32%0.50%Q4 2021Q1 20234
London & Capital Asset Management Ltd 440.97%1.37%1.60%Q1 2021Q4 20214
COLONY GROUP LLC 440.01%0.02%0.04%Q1 2019Q4 20194
Barrett Asset Management, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Patriot Financial Group Insurance Agency, LLC 310.00%0.00%0.01%Q4 2019Q4 20204
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Virtu Financial LLC 110.02%0.12%0.36%Q4 2013Q2 20174
Corient Private Wealth LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Cornerstone Planning Group LLC 210.04%0.64%1.83%Q4 2022Q3 20233
Gryphon Financial Partners LLC 330.04%0.05%0.06%Q4 2017Q2 20183
Cape Investment Advisory, Inc. 330.03%0.05%0.09%Q1 2023Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q4 2018Q2 20193
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
CWA Asset Management Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q2 2021Q1 20223
WealthShield Partners, LLC 210.00%0.00%0.01%Q3 2018Q3 20203
Homrich & Berg 330.01%0.01%0.01%Q4 2020Q2 20213
HM PAYSON & CO 330.00%0.00%0.00%Q3 2019Q1 20203
Polianta Ltd 216.82%7.58%8.84%Q1 2020Q4 20203
Newbridge Financial Services Group, Inc. 210.00%0.00%0.00%Q4 2021Q1 20233
Private Ocean, LLC 110.00%0.00%0.01%Q3 2017Q4 20223
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Neuberger Berman Group LLC 210.00%0.00%0.00%Q4 2021Q3 20233
HBK Sorce Advisory LLC 210.01%0.01%0.01%Q4 2021Q4 20223
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Red Door Wealth Management, LLC 210.02%0.02%0.02%Q1 2020Q2 20213
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
First American Bank 330.03%0.03%0.04%Q4 2015Q2 20163
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q1 2023Q3 20233
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Yoder Wealth Management, Inc. 330.35%0.36%0.36%Q1 2023Q3 20233
Selective Wealth Management, Inc. 330.03%0.03%0.03%Q1 2022Q3 20223
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.00%0.00%0.00%Q3 2018Q1 20193
Empower Advisory Group, LLC 330.24%0.24%0.24%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q2 2019Q4 20193
McAdam, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Ford Financial Group, LLC 110.00%0.00%0.01%Q4 2017Q4 20213
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Brookstone Capital Management 210.00%0.18%0.54%Q2 2015Q1 20163
Spring Creek Investment Management, LLC 331.49%1.88%2.46%Q1 2021Q3 20213
Blue Chip Partners, LLC 330.29%0.35%0.41%Q1 2022Q3 20223
FIRST INTERSTATE BANK 330.02%0.02%0.03%Q3 2015Q1 20163
STEEL GROVE CAPITAL ADVISORS, LLC 210.14%0.17%0.20%Q4 2017Q4 20183
One Charles Private Wealth Services, LLC 330.15%0.17%0.18%Q1 2023Q3 20233
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Koshinski Asset Management, Inc. 330.00%0.01%0.02%Q3 2021Q1 20223
Keystone Financial Group 330.03%0.04%0.04%Q2 2021Q4 20213
BBR PARTNERS, LLC 330.13%0.15%0.16%Q3 2020Q1 20213
Spire Wealth Management 210.00%0.00%0.00%Q1 2021Q1 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
1832 Asset Management L.P. 330.29%0.34%0.37%Q1 2014Q3 20143
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q2 2020Q4 20203
ASSOCIATED BANC-CORP 330.01%0.01%0.01%Q1 2018Q3 20183
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Ballentine Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
SkyView Investment Advisors, LLC 330.40%0.45%0.54%Q4 2020Q2 20213
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Meadow Creek Wealth Advisors LLC 330.29%0.31%0.33%Q4 2021Q2 20223
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
East Coast Asset Management, LLC. 330.02%0.03%0.03%Q4 2012Q2 20133
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.00%Q4 2017Q2 20183
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q3 2017Q3 20233
Rehmann Capital Advisory Group 210.00%0.00%0.00%Q1 2018Q2 20193
Summit Financial, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.02%0.04%0.05%Q4 2017Q4 20183
RPG Investment Advisory, LLC 210.00%0.00%0.01%Q4 2019Q3 20213
WP Advisors, LLC 210.05%0.05%0.05%Q2 2018Q1 20193
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.06%0.06%0.07%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.48%0.52%0.55%Q1 2023Q2 20232
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Waverly Advisors, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Doyle Wealth Management 110.02%0.02%0.02%Q4 2018Q2 20192
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20192
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
People's United Financial, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
CMC Financial Group 220.25%0.30%0.36%Q1 2019Q2 20192
Retirement Planning Group, LLC 110.02%0.03%0.03%Q4 2022Q2 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Total Clarity Wealth Management, Inc. 110.00%0.05%0.10%Q4 2019Q2 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Elite Wealth Management, Inc. 220.27%0.39%0.51%Q2 2014Q3 20142
Vestpro Financial Partners, Inc. dba CPF Texas 110.10%0.11%0.12%Q4 2017Q2 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
First Heartland Consultants, Inc. 110.00%0.06%0.12%Q2 2013Q2 20172
McClarren Financial Advisors, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
McCarthy Asset Management, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Royal Fund Management, LLC 110.00%0.00%0.01%Q4 2016Q2 20182
Acorn Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2020Q3 20232
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.10%Q2 2021Q3 20222
American Financial Network Advisory Services LLC 220.98%1.00%1.02%Q3 2017Q4 20172
TRUST CO OF VERMONT 220.00%0.00%0.01%Q4 2014Q1 20152
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q3 20152
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.03%0.04%Q2 2021Q4 20212
USA FINANCIAL FORMULAS 220.04%0.04%0.04%Q1 2018Q2 20182
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q4 2021Q1 20222
Sage Mountain Advisors LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Harrison & Co Wealth Management, LLC 110.20%0.20%0.20%Q4 2021Q2 20222
INSIGNEO ADVISORY SERVICES, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Sunbelt Securities, Inc. 220.00%0.01%0.01%Q1 2023Q2 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q2 20232
Houlihan Financial Resource Group, Ltd. 110.08%0.09%0.10%Q3 2020Q2 20232
Noven Financial Group, Inc. 220.08%0.11%0.15%Q2 2016Q3 20162
Legacy Advisors, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
MERITAGE PORTFOLIO MANAGEMENT 110.04%0.24%0.43%Q3 2017Q2 20232
First City Capital Management, Inc. 220.03%0.03%0.03%Q1 2014Q2 20142
Western Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Financial Sense Advisors, Inc. 220.13%0.23%0.33%Q1 2021Q2 20212
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Marks Wealth, LLC 220.10%0.11%0.12%Q1 2021Q2 20212
OneDigital Investment Advisors LLC 110.00%0.00%0.01%Q2 2019Q1 20232
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Opal Wealth Advisors, LLC 220.23%0.41%0.58%Q3 2022Q4 20222
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q2 2019Q3 20192
Moran Wealth Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
MCDANIEL TERRY & CO 220.04%0.04%0.04%Q3 2019Q4 20192
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20232
SCHRODER INVESTMENT MANAGEMENT GROUP 220.02%0.03%0.04%Q3 2013Q4 20132
Idaho Trust Bank 220.20%0.21%0.23%Q2 2023Q3 20232
NEIRG Wealth Management, LLC 220.05%1.45%2.84%Q4 2021Q1 20222
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q3 2019Q4 20192
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2020Q2 20212
Insight Folios Inc 110.10%0.16%0.23%Q4 2019Q4 20212
Hefty Wealth Partners 110.01%0.02%0.04%Q1 2016Q4 20172
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WIN ADVISORS, INC 220.30%1.72%3.15%Q1 2022Q2 20222
McIlrath & Eck, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Asset Planning Services, Ltd. 220.01%0.02%0.02%Q2 2017Q3 20172
Strategic Capital Alternatives LLC 110.00%0.13%0.25%Q3 2014Q3 20152
Davis Capital Management 220.13%0.14%0.15%Q1 2020Q2 20202
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.04%0.12%0.19%Q1 2017Q2 20172
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2016Q2 20192
Merriman Wealth Management, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Intrua Financial, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
Lenox Wealth Management, Inc. 110.00%0.00%0.01%Q4 2019Q2 20202
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Wealthgate Family Office, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Prostatis Group LLC 110.05%0.05%0.05%Q2 2023Q2 20231
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Lebenthal Global Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
Wilson & Boucher Capital Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
Oak Point Wealth Management 110.37%0.37%0.37%Q4 2017Q4 20171
Carmichael Hill & Associates, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Pension Partners, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
QUEST INVESTMENT MANAGEMENT LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
ClearBridge Investments 110.00%0.00%0.00%Q1 2016Q1 20161
Prime Capital Investment Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.70%0.70%0.70%Q1 2019Q1 20191
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Cordant, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Transform Wealth, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Polaris Wealth Advisory Group, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Sequoia Financial Advisors, LLC 110.60%0.60%0.60%Q2 2016Q2 20161
Aaron Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
FNY Investment Advisers, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
SYON CAPITAL LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.19%0.19%0.19%Q2 2022Q2 20221
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cardan Capital Partners, LLC 110.57%0.57%0.57%Q1 2017Q1 20171
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 113.71%3.71%3.71%Q4 2016Q4 20161
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IRON Financial LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Southern Farm Bureau Life Insurance 110.03%0.03%0.03%Q2 2021Q2 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Reliant Wealth Planning 110.61%0.61%0.61%Q4 2019Q4 20191
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
FDx Advisors, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Biltmore Family Office, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Dynamic Advisor Solutions LLC 110.29%0.29%0.29%Q1 2018Q1 20181
Glassman Wealth Services 110.01%0.01%0.01%Q3 2016Q3 20161
Virtus ETF Advisers LLC 110.02%0.02%0.02%Q2 2017Q2 20171
MPI INVESTMENT MANAGEMENT, INC. 111.37%1.37%1.37%Q4 2017Q4 20171
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
PATHSTONE FAMILY OFFICE, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Bouchey Financial Group Ltd 111.33%1.33%1.33%Q3 2021Q3 20211
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ergoteles LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Paul John Balson 110.08%0.08%0.08%Q4 2020Q4 20201
River Wealth Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Secure Asset Management, LLC 110.17%0.17%0.17%Q2 2020Q2 20201
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q1 20231
NORTHERN CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q1 2018Q1 20181
DUPONT CAPITAL MANAGEMENT CORP 110.25%0.25%0.25%Q4 2017Q4 20171
PHYSICIANS FINANCIAL SERVICES, INC. 110.18%0.18%0.18%Q4 2015Q4 20151
Aris Wealth Services, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Freestone Capital Holdings, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Bullseye Investment Management, LLC 112.45%2.45%2.45%Q2 2023Q2 20231
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Princeton Portfolio Strategies Group LLC 110.15%0.15%0.15%Q2 2015Q2 20151
CITY NATIONAL BANK 110.01%0.01%0.01%Q4 2014Q4 20141
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
AURORA FINANCIAL ADVISORS, LLC 110.75%0.75%0.75%Q4 2017Q4 20171
LEVIN CAPITAL STRATEGIES, L.P. 110.00%0.00%0.00%Q2 2016Q2 20161
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
KPP Advisory Services LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Insights, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Pointe Capital Management LLC 112.59%2.59%2.59%Q4 2016Q4 20161
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
McCarthy Grittinger Financial Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
MKD WEALTH COACHES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SPINNAKER TRUST 110.47%0.47%0.47%Q1 2019Q1 20191
FOUNDERS FINANCIAL SECURITIES LLC 110.08%0.08%0.08%Q3 2023Q3 20231
BLB&B Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Aspire Capital Advisors LLC 110.20%0.20%0.20%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
MARVIN & PALMER ASSOCIATES INC 113.14%3.14%3.14%Q4 2020Q4 20201
GREENLEAF TRUST 110.00%0.00%0.00%Q3 2017Q3 20171
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MRA Advisory Group 110.15%0.15%0.15%Q1 2023Q1 20231
Karp Capital Management Corp 111.55%1.55%1.55%Q3 2022Q3 20221
CABANA LLC 1110.07%10.07%10.07%Q2 2020Q2 20201
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FIFTH LANE CAPITAL, LP 110.01%0.01%0.01%Q2 2022Q2 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ahrens Investment Partners LLC 110.08%0.08%0.08%Q4 2021Q4 20211
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
Milestone Advisory Partners 110.38%0.38%0.38%Q2 2021Q2 20211
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Highland Private Wealth Management 110.39%0.39%0.39%Q1 2018Q1 20181
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
COHEN LAWRENCE B 110.19%0.19%0.19%Q4 2019Q4 20191
ARGI Investment Services, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Halpern Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Wealth Alliance, LLC 110.35%0.35%0.35%Q4 2020Q4 20201
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
THOROUGHBRED FINANCIAL SERVICES, LLC 110.41%0.41%0.41%Q4 2018Q4 20181
Barnett & Company, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2018Q3 20181
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q1 2017Q1 20171
CHURCHILL MANAGEMENT Corp 114.22%4.22%4.22%Q1 2017Q1 20171
MONTAG & CALDWELL, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
STOCK YARDS BANK & TRUST CO 110.03%0.03%0.03%Q2 2013Q2 20131
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Timber Creek Capital Management LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Spot Trading L.L.C 110.00%0.00%0.00%Q2 2015Q2 20151
Keeler Thomas Management LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Stone Toro Investment Advisers, LP 111.53%1.53%1.53%Q1 2014Q1 20141
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Godshalk Welsh Capital Management, Inc. 110.17%0.17%0.17%Q4 2014Q4 20141
Barber Financial Group, Inc. 110.15%0.15%0.15%Q2 2018Q2 20181
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
External links

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