VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.00%0.01%Q2 2013Q2 2024120
HUNTINGTON NATIONAL BANK 39200.00%0.00%0.02%Q1 2009Q2 202462
GOLDMAN SACHS GROUP INC 1540.00%0.00%0.00%Q1 2012Q2 202446
Freedom Investment Management, Inc. 46460.08%0.22%0.63%Q1 2013Q2 202446
Valmark Advisers, Inc. 45450.01%0.35%0.68%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.01%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.01%0.04%0.19%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.01%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.02%0.05%0.13%Q2 2013Q2 202445
WEBSTER BANK, N. A. 45450.01%0.06%0.26%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
FIRST FINANCIAL CORP /IN/ 45450.29%0.38%0.47%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.00%0.04%0.08%Q2 2013Q2 202445
MANUFACTURERS LIFE INSURANCE COMPANY, THE 45450.01%0.03%0.07%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.00%0.01%Q2 2013Q2 202445
Ancora Advisors LLC 45450.14%0.53%1.16%Q2 2013Q2 202445
FIDUCIARY TRUST CO 45450.02%0.03%0.06%Q2 2013Q2 202445
KANAWHA CAPITAL MANAGEMENT LLC 45450.08%0.22%0.53%Q2 2013Q2 202445
Cutler Group LLC / CA 1310.00%0.00%0.02%Q4 2015Q1 202445
CITIGROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.00%0.00%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.00%0.00%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.01%0.01%0.02%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.01%0.04%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.03%0.07%Q2 2013Q2 202445
PARSONS CAPITAL MANAGEMENT INC/RI 45450.14%0.25%0.40%Q2 2013Q2 202445
BOKF, NA 32120.01%0.02%0.02%Q2 2013Q2 202444
UNITED CAPITAL FINANCIAL ADVISORS, LLC 4040.00%0.01%0.09%Q2 2013Q2 202444
Bragg Financial Advisors, Inc 27170.01%0.04%0.11%Q2 2013Q2 202444
Creative Planning 3680.00%0.01%0.01%Q2 2013Q2 202444
HighTower Advisors, LLC 2540.00%0.01%0.02%Q2 2013Q2 202443
Beacon Capital Management, Inc. 43430.01%5.48%8.28%Q4 2013Q2 202443
Financial Planning & Information Services, Inc. 43430.17%2.72%5.60%Q4 2013Q2 202443
BROWN ADVISORY INC 43430.00%0.01%0.04%Q4 2013Q2 202443
BAILARD, INC. 3490.02%0.13%0.30%Q3 2013Q2 202443
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.01%Q1 2014Q2 202442
M Holdings Securities, Inc. 31100.15%0.79%1.92%Q4 2013Q2 202441
WASHINGTON TRUST BANK 24170.02%0.04%0.06%Q1 2014Q2 202441
WBH ADVISORY INC 3560.07%0.14%0.28%Q1 2014Q2 202441
RAYMOND JAMES & ASSOCIATES 3460.00%0.01%0.02%Q2 2013Q2 202440
Cranbrook Wealth Management, LLC 3910.10%0.61%1.50%Q4 2013Q2 202440
UBS Group AG 39390.00%0.01%0.02%Q4 2014Q2 202439
DOWLING & YAHNKE LLC 38380.62%1.12%1.51%Q2 2013Q3 202238
Sigma Planning Corp 38380.04%0.08%0.12%Q1 2015Q2 202438
FMR LLC 3520.00%0.00%0.00%Q2 2014Q2 202437
M&T BANK CORP 1840.01%0.03%0.06%Q3 2014Q2 202437
Private Advisor Group, LLC 3610.01%0.02%0.06%Q3 2014Q2 202437
STIFEL FINANCIAL CORP 3310.00%0.01%0.02%Q4 2014Q2 202437
Tower Research Capital LLC (TRC) 1530.00%0.10%1.09%Q1 2014Q2 202436
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.00%0.00%0.02%Q4 2015Q2 202435
COMERICA BANK 2910.00%0.01%0.02%Q3 2013Q2 202435
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.03%0.08%Q3 2013Q2 202435
Versant Capital Management, Inc 35350.25%0.34%0.40%Q4 2015Q2 202435
Sandy Spring Bank 2870.00%0.00%0.00%Q2 2013Q3 202335
JPMORGAN CHASE & CO 35350.00%0.00%0.00%Q4 2015Q2 202435
GLENMEDE TRUST CO NA 19150.00%0.00%0.00%Q3 2014Q2 202434
IFP Advisors, Inc 20140.00%0.00%0.01%Q4 2015Q2 202434
BANK OF MONTREAL /CAN/ 1710.00%0.00%0.00%Q2 2013Q2 202434
Geneos Wealth Management Inc. 34340.00%0.01%0.02%Q1 2016Q2 202434
CWM, LLC 22110.00%0.00%0.02%Q1 2016Q2 202433
ASPIRIANT, LLC 2670.02%0.09%0.35%Q1 2016Q2 202433
INGALLS & SNYDER LLC 33330.01%0.02%0.04%Q2 2016Q2 202433
Allworth Financial LP 2840.00%0.00%0.00%Q1 2015Q2 202432
LEAVELL INVESTMENT MANAGEMENT, INC. 1610.02%0.06%0.12%Q2 2010Q2 202432
Parallel Advisors, LLC 31310.00%0.01%0.02%Q4 2016Q2 202431
HOWE & RUSLING INC 1410.00%0.05%0.29%Q2 2013Q2 202431
Exchange Capital Management, Inc. 30300.34%0.64%0.83%Q1 2017Q2 202430
CAPTRUST FINANCIAL ADVISORS 2910.00%0.00%0.01%Q1 2016Q2 202430
FIFTH THIRD SECURITIES, INC. 19110.03%0.32%2.11%Q4 2016Q2 202430
Madden Advisory Services, Inc. 2730.01%0.56%0.90%Q2 2013Q2 202430
Avior Wealth Management, LLC 30300.00%0.05%0.28%Q1 2017Q2 202430
BlackRock Finance, Inc. 2710.00%0.00%0.00%Q2 2016Q2 202430
Global Retirement Partners, LLC 20100.00%0.03%0.42%Q4 2016Q2 202430
Heritage Trust Co 30300.09%0.51%1.39%Q1 2017Q2 202430
IHT Wealth Management, LLC 2360.01%0.04%0.10%Q4 2016Q2 202429
MML INVESTORS SERVICES, LLC 29290.01%0.02%0.07%Q2 2017Q2 202429
Carroll Financial Associates, Inc. 29290.00%0.01%0.01%Q4 2014Q4 202129
Parkside Financial Bank & Trust 15140.00%0.00%0.00%Q3 2015Q2 202429
Personal Capital Advisors Corp 29290.01%0.16%0.25%Q4 2015Q4 202229
Raymond James Financial Services Advisors, Inc. 1740.00%0.01%0.03%Q4 2016Q2 202429
Steward Partners Investment Advisory, LLC 2180.00%0.01%0.02%Q4 2016Q2 202429
CONDOR CAPITAL MANAGEMENT 28280.18%0.24%0.33%Q2 2013Q1 202028
MASSMUTUAL TRUST CO FSB/ADV 28280.01%0.06%0.07%Q3 2017Q2 202428
Cetera Advisors LLC 1220.01%0.06%0.16%Q4 2013Q4 202328
Avantax Planning Partners, Inc. 2260.01%0.03%0.07%Q2 2017Q2 202428
NOMURA ASSET MANAGEMENT CO LTD 2440.00%0.00%0.01%Q2 2017Q2 202428
NEXT Financial Group, Inc 1410.00%0.18%0.70%Q3 2014Q4 202128
Simmons Bank 1740.02%0.02%0.03%Q1 2017Q2 202428
VANGUARD GROUP INC 1820.00%0.00%0.00%Q3 2014Q4 202128
JANE STREET GROUP, LLC 910.00%0.00%0.03%Q1 2015Q2 202428
First Allied Advisory Services, Inc. 28280.01%0.05%0.18%Q4 2013Q3 202028
Institute for Wealth Management, LLC. 1210.04%0.14%0.31%Q4 2013Q2 202428
WHITTIER TRUST CO 28280.01%0.01%0.01%Q3 2017Q2 202428
C M BIDWELL & ASSOCIATES LTD 2350.02%0.07%0.26%Q2 2014Q2 202428
D.A. DAVIDSON & CO. 1520.00%0.01%0.03%Q4 2014Q2 202428
J.P. Morgan Private Wealth Advisors LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
VISTA INVESTMENT MANAGEMENT 27270.50%0.59%0.70%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
Advisory Services Network, LLC 1310.00%0.02%0.06%Q1 2016Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.02%0.04%Q4 2017Q2 202427
M Financial Asset Management, Inc. 27273.02%7.80%12.86%Q4 2017Q2 202427
Coastline Trust Co 1140.03%0.04%0.06%Q4 2013Q1 202326
KCM INVESTMENT ADVISORS LLC 26260.01%0.22%0.36%Q1 2018Q2 202426
Cetera Advisor Networks LLC 2010.01%0.02%0.07%Q1 2014Q4 202326
Callan Capital, LLC 26260.08%0.14%0.19%Q1 2018Q2 202426
Bray Capital Advisors 26260.01%0.02%0.03%Q1 2018Q2 202426
CENTAURUS FINANCIAL, INC. 26260.01%0.09%0.14%Q4 2017Q1 202426
ATLAS CAPITAL ADVISORS LLC 26260.08%0.21%0.34%Q1 2018Q2 202426
Atria Investments, Inc 750.02%0.06%0.17%Q1 2017Q2 202426
Front Row Advisors LLC 2420.03%0.05%0.06%Q4 2017Q2 202426
Bank of New York Mellon Corp 1320.00%0.00%0.00%Q2 2017Q2 202426
Pathway Financial Advisors LLC 14110.22%0.41%0.60%Q4 2017Q2 202425
Certified Advisory Corp 14110.01%1.13%3.02%Q4 2017Q2 202425
PARK AVENUE SECURITIES LLC 2110.01%0.05%0.47%Q4 2014Q4 202325
BDO Wealth Advisors, LLC 25250.01%0.01%0.02%Q2 2017Q2 202325
Ameritas Investment Partners, Inc. 1820.00%0.09%0.67%Q3 2013Q1 202424
Manchester Capital Management LLC 24240.13%0.39%1.03%Q2 2016Q1 202224
Archford Capital Strategies, LLC 1680.16%0.29%0.42%Q1 2014Q1 202024
Cornerstone Wealth Management, LLC 1040.02%0.04%0.11%Q4 2017Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.01%0.03%0.09%Q3 2018Q2 202424
Stratos Wealth Partners, LTD. 1310.01%0.03%0.06%Q3 2015Q2 202424
Citadel Advisors 1010.00%0.00%0.01%Q3 2015Q2 202424
FinTrust Capital Advisors, LLC 23230.00%0.00%0.01%Q4 2018Q2 202423
Global Endowment Management, LP 1630.04%0.20%0.37%Q1 2018Q2 202423
Ledyard National Bank 23230.00%0.06%0.87%Q2 2013Q4 201823
Sargent Bickham Lagudis LLC 23230.00%0.00%0.00%Q2 2017Q4 202223
Global Strategic Investment Solutions, LLC 23230.10%0.43%1.03%Q4 2018Q2 202423
Private Wealth Advisors, LLC 23230.54%0.92%1.54%Q4 2018Q2 202423
Northeast Financial Consultants Inc 1150.03%0.14%0.37%Q4 2013Q3 202023
RESOURCES MANAGEMENT CORP /CT/ /ADV 2020.07%0.86%1.03%Q3 2018Q2 202422
Full Sail Capital, LLC 22220.16%0.34%0.44%Q1 2019Q2 202422
BRANDYWINE OAK PRIVATE WEALTH LLC 1750.03%0.47%1.20%Q4 2018Q2 202422
SAGE RHINO CAPITAL LLC 22220.51%0.61%0.84%Q1 2019Q2 202422
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22220.06%0.08%0.15%Q1 2019Q2 202422
Anchor Investment Management, LLC 1480.00%0.12%0.28%Q4 2017Q1 202422
Financial Gravity Asset Management, Inc. 1430.00%0.02%0.09%Q1 2018Q1 202422
RAND WEALTH, LLC 22220.38%0.45%0.68%Q2 2013Q3 201822
Wolff Financial Management LLC 12100.24%0.43%0.87%Q4 2018Q2 202422
Bison Wealth, LLC 1110.01%0.16%0.42%Q2 2015Q2 202222
Rockefeller Capital Management L.P. 22220.00%0.02%0.05%Q1 2019Q2 202422
Laurel Wealth Advisors LLC 21210.00%0.00%0.00%Q2 2019Q2 202421
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
Mason Investment Advisory Services, Inc. 21210.03%0.04%0.08%Q2 2019Q2 202421
CX Institutional 1710.00%0.19%1.32%Q2 2018Q1 202421
FLPUTNAM INVESTMENT MANAGEMENT CO 20200.02%0.02%0.02%Q3 2019Q2 202420
First PREMIER Bank 20200.01%0.01%0.02%Q3 2019Q2 202420
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
Jacobi Capital Management LLC 20200.02%0.04%0.08%Q4 2016Q3 202120
Windham Capital Management, LLC 20200.12%0.28%0.55%Q1 2019Q4 202320
Kistler-Tiffany Companies, LLC 10100.00%0.04%0.08%Q2 2013Q2 202320
Equitable Holdings, Inc. 19190.01%0.01%0.02%Q4 2019Q2 202419
Centered Wealth LLC dba Miller Equity Capital Advisors 19191.25%1.42%1.63%Q4 2019Q2 202419
AE Wealth Management LLC 1110.01%0.05%0.15%Q2 2017Q4 202319
Autus Asset Management, LLC 1120.03%0.04%0.06%Q3 2017Q4 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Prospera Financial Services Inc 19190.02%0.03%0.04%Q4 2019Q2 202419
Wealthcare Advisory Partners LLC 910.00%0.05%0.13%Q1 2018Q2 202419
WASHINGTON TRUST Co 1810.00%0.00%0.00%Q2 2018Q2 202419
Keebeck Wealth Management, LLC 19190.05%0.07%0.16%Q4 2019Q2 202419
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
Baird Financial Group, Inc. 1510.00%0.00%0.01%Q1 2018Q2 202419
JOHN G ULLMAN & ASSOCIATES INC 760.03%0.08%0.20%Q3 2018Q1 202419
BELLEVUE ASSET MANAGEMENT, LLC 19190.04%0.05%0.06%Q4 2019Q2 202419
AVANTAX ADVISORY SERVICES, INC. 19190.02%0.03%0.05%Q4 2019Q2 202419
IFC Holdings Incorporated/FL 19190.06%0.28%0.46%Q2 2013Q4 201719
PrairieView Partners, LLC 18180.00%0.00%0.00%Q1 2020Q2 202418
LINCOLN NATIONAL CORP 1210.00%0.01%0.02%Q3 2014Q1 202418
Gray Wealth Management Inc. 18180.31%0.41%0.58%Q1 2020Q2 202418
J.W. COLE ADVISORS, INC. 1170.03%0.39%0.54%Q4 2019Q2 202418
JAMES INVESTMENT RESEARCH, INC. 18180.00%0.00%0.00%Q4 2018Q1 202318
OSAIC HOLDINGS, INC. 18180.02%0.06%0.10%Q1 2020Q2 202418
TRUIST FINANCIAL CORP 18180.00%0.00%0.01%Q4 2019Q1 202418
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.03%0.04%0.06%Q2 2013Q3 201718
WEDBUSH SECURITIES INC 1710.02%0.02%0.04%Q4 2019Q2 202418
SENTINEL PENSION ADVISORS INC. 1340.24%0.35%0.50%Q1 2020Q2 202417
Meristem Family Wealth, LLC 17170.08%0.12%0.16%Q1 2018Q1 202217
180 WEALTH ADVISORS, LLC 17170.13%0.18%0.25%Q2 2020Q2 202417
TRUE Private Wealth Advisors 17170.03%0.07%0.10%Q2 2018Q2 202217
Asset Dedication, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
EVOKE WEALTH, LLC 1510.00%0.01%0.02%Q3 2019Q1 202417
TD PRIVATE CLIENT WEALTH LLC 1610.00%0.01%0.03%Q1 2020Q2 202417
GREAT VALLEY ADVISOR GROUP, INC. 17170.01%0.05%0.08%Q2 2020Q2 202417
First Horizon Advisors, Inc. 1520.00%0.01%0.02%Q3 2018Q2 202417
DEUTSCHE BANK AG\ 1160.00%0.00%0.00%Q3 2013Q4 202317
Wealth Alliance 17170.04%0.07%0.10%Q2 2020Q2 202417
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 17170.03%0.03%0.04%Q1 2017Q1 202117
Narwhal Capital Management 1520.03%0.17%0.61%Q1 2020Q2 202417
Axiom Financial Strategies, LLC 16160.42%0.82%1.59%Q3 2020Q2 202416
Spearhead Capital Advisors, LLC 1330.03%0.07%0.13%Q1 2018Q1 202216
REILLY FINANCIAL ADVISORS, LLC 1240.00%0.00%0.01%Q2 2013Q3 202016
Key FInancial Inc 1510.01%0.01%0.02%Q1 2020Q2 202416
WealthPLAN Partners, LLC 1110.00%0.04%0.16%Q1 2015Q4 201916
Janney Montgomery Scott LLC 1510.00%0.01%0.04%Q3 2016Q2 202416
Bell Rock Capital LLC 1310.03%0.16%0.73%Q4 2016Q3 202216
Strategic Wealth Investment Group, LLC 1510.80%1.03%1.19%Q2 2020Q2 202416
AdvisorNet Financial, Inc 1150.00%0.00%0.01%Q4 2017Q3 202216
Laidlaw Wealth Management LLC 16160.07%0.12%0.21%Q3 2020Q2 202416
JOHNSON INVESTMENT COUNSEL INC 16160.01%0.01%0.01%Q3 2020Q2 202416
Kestra Advisory Services, LLC 16160.00%0.01%0.03%Q3 2020Q2 202416
Advisory Alpha, LLC 1020.01%0.15%0.29%Q2 2015Q4 201916
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
Valeo Financial Advisors, LLC 15150.00%0.01%0.02%Q3 2017Q1 202115
Venturi Wealth Management, LLC 960.00%0.15%0.35%Q4 2016Q2 202415
Advisor Group, Inc. 15150.01%0.03%0.08%Q2 2016Q4 201915
Prairiewood Capital, LLC 15150.24%0.58%0.90%Q4 2020Q2 202415
Advisors Capital Management, LLC 15150.01%0.01%0.01%Q4 2020Q2 202415
Independence Bank of Kentucky 15150.00%0.01%0.02%Q4 2020Q2 202415
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
Alliance Wealth Advisors, LLC 15150.32%0.37%0.44%Q4 2020Q2 202415
Winch Advisory Services, LLC 15150.00%0.11%0.14%Q4 2020Q2 202415
COLLECTIVE FAMILY OFFICE LLC 15150.11%0.23%0.35%Q4 2020Q2 202415
ASSETMARK, INC 610.00%0.00%0.00%Q4 2015Q2 202415
Main Street Financial Solutions, LLC 15150.19%0.28%0.35%Q4 2020Q2 202415
OPPENHEIMER & CO INC 810.01%0.01%0.02%Q3 2014Q2 202415
MONTAG A & ASSOCIATES INC 15150.00%0.00%0.00%Q4 2020Q2 202415
Csenge Advisory Group 870.01%0.03%0.08%Q3 2020Q2 202415
Proquility Private Wealth Partners, LLC 15150.48%0.65%0.98%Q4 2020Q2 202415
B. Riley Wealth Advisors, Inc. 1210.00%0.11%0.22%Q2 2014Q1 202414
Concord Wealth Partners 770.01%0.01%0.02%Q4 2020Q2 202414
CREATIVE FINANCIAL DESIGNS INC /ADV 1310.00%0.24%0.43%Q2 2020Q2 202414
PROFFITT & GOODSON INC 14140.00%0.00%0.00%Q3 2018Q4 202114
LBA Wealth Management, LLC 14140.01%0.02%0.03%Q4 2013Q1 201714
Cetera Investment Advisers 14140.01%0.04%0.10%Q4 2020Q1 202414
Capital Investment Advisory Services, LLC 14140.00%0.01%0.01%Q1 2021Q2 202414
Cutter & CO Brokerage, Inc. 14140.06%0.32%0.42%Q1 2021Q2 202414
ATTICUS WEALTH MANAGEMENT, LLC 14140.01%0.07%0.13%Q1 2021Q2 202414
Sierra Capital LLC 14140.27%0.32%0.44%Q1 2021Q2 202414
55I, LLC 14140.03%0.10%0.24%Q2 2019Q3 202214
EP Wealth Advisors, LLC 770.00%0.09%1.16%Q4 2020Q2 202414
CIBC WORLD MARKET INC. 14140.00%0.01%0.01%Q1 2021Q2 202414
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.00%0.00%Q2 2013Q3 201614
Advisors Preferred, LLC 620.01%0.60%6.30%Q4 2013Q4 202114
COMERICA SECURITIES,INC. 760.02%0.05%0.09%Q1 2019Q4 202213
SG Americas Securities, LLC 620.00%0.01%0.02%Q2 2013Q3 201713
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.01%Q1 2021Q2 202413
JONES FINANCIAL COMPANIES LLLP 910.00%0.00%0.00%Q4 2015Q2 202413
Founders Financial Alliance, LLC 13130.00%0.00%0.00%Q1 2021Q1 202413
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
Tranquilli Financial Advisor LLC 761.17%2.80%3.80%Q4 2020Q2 202413
Paradigm Financial Advisors, LLC 13130.10%0.20%0.31%Q4 2018Q4 202113
Allen Investment Management, LLC 13130.01%0.03%0.08%Q2 2016Q2 201913
HARBOR INVESTMENT ADVISORY, LLC 1210.00%0.01%0.04%Q4 2019Q2 202413
Wealthfront Advisers LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Eudaimonia Partners, LLC 910.01%0.15%0.32%Q4 2019Q1 202413
PSI Advisors, LLC 1210.00%0.00%0.00%Q4 2019Q2 202413
WOODWARD DIVERSIFIED CAPITAL, LLC 760.57%0.76%0.92%Q4 2020Q2 202413
Richard Bernstein Advisors LLC 13130.06%1.07%2.31%Q1 2016Q1 201913
Annapolis Financial Services, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
ROPES WEALTH ADVISORS LLC 1210.00%0.05%0.06%Q2 2019Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.03%0.04%Q2 2013Q2 201613
SOA Wealth Advisors, LLC. 13130.00%0.00%0.00%Q2 2021Q2 202413
SUNTRUST BANKS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Winslow, Evans & Crocker, Inc. 12120.00%0.01%0.02%Q4 2013Q3 201612
EPIQ Capital Group, LLC 12120.03%0.08%0.14%Q4 2020Q3 202312
Vickerman Investment Advisors, Inc. 12121.41%1.49%1.75%Q3 2021Q2 202412
Visionary Asset Management, Inc. 930.18%0.90%1.08%Q4 2014Q3 201812
B. Riley Wealth Management, Inc. 610.00%0.06%0.22%Q1 2014Q2 202212
SouthState Corp 12120.00%0.00%0.00%Q3 2021Q2 202412
EXCHANGE TRADED CONCEPTS, LLC 510.01%0.08%0.14%Q2 2020Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BRIGHTON JONES LLC 12120.03%0.05%0.06%Q3 2021Q2 202412
Gladstone Institutional Advisory LLC 12120.02%0.04%0.07%Q3 2021Q2 202412
Plante Moran Financial Advisors, LLC 810.00%0.00%0.01%Q4 2015Q2 202412
Starfire Investment Advisers, Inc. 531.35%2.33%2.83%Q1 2015Q2 202012
IndexIQ Advisors LLC 810.00%0.01%0.02%Q3 2015Q4 201912
PRIVATE TRUST CO NA 720.00%0.00%0.00%Q1 2013Q3 202312
Concert Wealth Management Inc. 660.03%0.07%0.11%Q3 2013Q3 201612
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
Advisor OS, LLC 12120.04%0.19%1.14%Q4 2020Q3 202312
Fortis Advisors, LLC 12120.15%0.25%0.37%Q3 2017Q2 202012
IBERIABANK CORP 12120.04%0.06%0.10%Q3 2017Q2 202012
Estate Counselors, LLC 12120.47%0.97%2.26%Q1 2020Q4 202212
FARMERS & MERCHANTS INVESTMENTS INC 12120.00%0.00%0.00%Q3 2021Q2 202412
Stratos Wealth Advisors, LLC 1010.02%0.20%0.36%Q1 2020Q2 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.03%Q4 2018Q3 202112
Modera Wealth Management, LLC 11110.02%0.05%0.12%Q4 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.01%0.02%0.06%Q4 2021Q2 202411
TD Waterhouse Canada Inc. 11110.00%0.01%0.10%Q4 2021Q2 202411
tru Independence LLC 910.06%0.14%0.17%Q4 2019Q3 202311
NorthCrest Asset Manangement, LLC 11110.02%0.02%0.03%Q4 2021Q2 202411
Qube Research & Technologies Ltd 11110.00%0.00%0.00%Q3 2021Q1 202411
Dentgroup LLC 11110.41%0.55%0.66%Q4 2021Q2 202411
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 11110.00%0.00%0.00%Q1 2017Q3 201911
COMERICA SECURITIES INC 1010.04%0.07%0.11%Q4 2014Q4 201811
BURNEY CO/ 920.02%0.03%0.03%Q2 2013Q2 201611
EVERMAY WEALTH MANAGEMENT LLC 11110.04%0.04%0.05%Q4 2021Q2 202411
TrueWealth Financial Partners 11119.37%10.05%10.59%Q4 2021Q2 202411
Covestor Ltd 11110.00%0.00%0.00%Q4 2021Q2 202411
Snowden Capital Advisors LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Missouri Trust & Investment Co 11110.00%0.01%0.01%Q4 2021Q2 202411
City State Bank 11110.31%0.51%0.68%Q4 2021Q2 202411
Strengthening Families & Communities, LLC 11111.26%3.15%4.93%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Ten Capital Wealth Advisors, LLC 11110.00%0.34%1.01%Q3 2020Q1 202311
SIMPLEX TRADING, LLC 310.00%0.00%0.02%Q4 2015Q4 202311
Westside Investment Management, Inc. 1010.00%0.01%0.04%Q2 2019Q2 202411
BNC WEALTH MANAGEMENT, LLC 11110.12%0.19%0.24%Q4 2021Q2 202411
Apollon Wealth Management, LLC 11110.01%0.02%0.03%Q4 2021Q2 202411
Ameritas Investment Company, LLC 830.04%0.67%2.27%Q4 2018Q3 202111
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Intelligence Driven Advisers, LLC 11110.08%0.12%0.17%Q4 2018Q2 202111
CARDIFF PARK ADVISORS, LLC 11110.01%0.01%0.01%Q4 2021Q2 202411
Financial Architects, Inc 650.00%0.00%0.02%Q2 2014Q2 201711
Heritage Investment Group, Inc. 11110.07%0.18%0.46%Q4 2021Q2 202411
Ellis Investment Partners, LLC 11110.01%0.01%0.01%Q1 2020Q3 202211
WNY Asset Management, LLC 11110.05%0.09%0.13%Q4 2021Q2 202411
SVB WEALTH LLC 1010.00%0.00%0.02%Q2 2019Q1 202211
ASPIRIANT HOLDINGS S3, LLC 11111.44%1.63%1.79%Q2 2013Q4 201511
CT Financial Advisors LLC 1010.02%0.03%0.04%Q1 2014Q1 201711
Kore Private Wealth LLC 1010.01%0.05%0.10%Q4 2018Q1 202211
Mascoma Wealth Management LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
PGIM Custom Harvest LLC 740.34%0.47%0.65%Q4 2020Q2 202411
Cresset Asset Management, LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
HAZLETT, BURT & WATSON, INC. 10100.01%0.05%0.08%Q1 2022Q2 202410
BARCLAYS PLC 510.00%0.00%0.00%Q3 2016Q3 202110
Atria Wealth Solutions, Inc. 10100.02%0.08%0.15%Q1 2022Q2 202410
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
NORWOOD FINANCIAL CORP 10100.32%0.34%0.38%Q4 2021Q1 202410
TSFG, LLC 10100.17%0.27%0.31%Q2 2021Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10101.23%1.73%2.67%Q4 2017Q1 202010
Capital Asset Advisory Services LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
EUDAIMONIA ADVISORS LLC 10100.60%0.79%1.00%Q4 2021Q1 202410
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.00%Q4 2015Q1 201810
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 810.00%0.01%0.03%Q4 2017Q3 202310
Cedar Brook Financial Partners, LLC 10100.13%0.46%0.62%Q4 2018Q1 202110
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2016Q3 202210
Private Advisory Group LLC 10100.31%0.46%1.01%Q4 2016Q1 201910
Beacon Pointe Advisors, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
Tatro Capital, LLC 10100.39%2.07%2.97%Q4 2019Q1 202210
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.00%Q1 2022Q2 202410
DUBUQUE BANK & TRUST CO 910.01%0.13%0.56%Q2 2014Q4 201810
NewEdge Advisors, LLC 910.00%0.01%0.01%Q4 2021Q2 202410
Curran Financial Partners, LLC 310.32%0.62%0.88%Q4 2020Q2 202410
Lumature Wealth Partners, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q2 202410
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
Birchcreek Wealth Management, LLC 710.19%0.23%0.26%Q4 2020Q2 202410
Ameritas Advisory Services, LLC 640.02%0.56%2.37%Q4 2021Q2 202410
MATHER GROUP, LLC. 10100.01%0.02%0.06%Q1 2022Q2 202410
Larson Financial Group LLC 730.00%0.03%0.05%Q4 2018Q2 202410
Visionary Wealth Advisors 10100.05%0.16%0.31%Q1 2022Q2 202410
Accel Wealth Management 10100.00%0.02%0.03%Q4 2020Q1 202310
BerganKDV Wealth Management, LLC 640.00%0.03%0.08%Q1 2017Q1 202010
Beacon Capital Management, LLC 10100.03%1.39%4.53%Q1 2022Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Regal Investment Advisors LLC 10100.01%0.03%0.04%Q2 2013Q3 201510
Integrated Wealth Concepts LLC 990.01%0.01%0.02%Q2 2022Q2 20249
Cerity Partners LLC 720.00%0.00%0.01%Q4 2021Q2 20249
Avion Wealth 990.00%0.00%0.00%Q2 2022Q2 20249
Ulland Investment Advisors, LLC 990.00%0.02%0.04%Q4 2021Q4 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.09%Q2 2013Q2 20159
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.06%Q3 2017Q4 20239
RBA Wealth Management, LLC 720.08%0.10%0.11%Q4 2021Q2 20249
Trinity Legacy Partners, LLC 540.16%0.26%0.40%Q2 2021Q2 20249
Mariner, LLC 810.00%0.01%0.01%Q3 2016Q2 20249
Fusion Family Wealth LLC 990.00%0.02%0.03%Q1 2017Q1 20199
Checchi Capital Advisers, LLC 990.01%0.03%0.04%Q2 2022Q2 20249
Aevitas Wealth Management, Inc. 990.17%0.26%0.35%Q4 2020Q4 20229
Gould Capital, LLC 990.01%0.02%0.02%Q4 2021Q4 20239
MACROVIEW INVESTMENT MANAGEMENT LLC 990.01%0.02%0.02%Q3 2017Q3 20199
Nan Shan Life Insurance Co., Ltd. 720.02%0.09%0.14%Q3 2017Q1 20219
Capasso Planning Partners LLC 630.11%0.14%0.18%Q4 2021Q1 20249
TIAA, FSB 540.00%0.01%0.04%Q3 2017Q2 20239
Alexandria Capital, LLC 630.00%0.00%0.01%Q4 2014Q3 20179
Bogart Wealth, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Harel Insurance Investments & Financial Services Ltd. 810.09%2.00%2.66%Q4 2016Q4 20199
SRS Capital Advisors, Inc. 720.00%0.02%0.07%Q3 2018Q4 20209
Miracle Mile Advisors, LLC 990.03%0.08%0.38%Q2 2021Q2 20239
Vantage Investment Advisors, LLC 990.00%0.00%0.00%Q2 2014Q2 20169
PHILLIPS FINANCIAL MANAGEMENT, LLC 810.06%0.08%0.11%Q1 2022Q2 20249
SEGALL BRYANT & HAMILL, LLC 630.00%0.00%0.00%Q1 2021Q2 20239
CHEMICAL BANK 990.03%0.03%0.03%Q1 2017Q1 20199
Merit Financial Group, LLC 990.01%0.06%0.09%Q2 2022Q2 20249
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q2 20249
PARAMETRIC PORTFOLIO ASSOCIATES LLC 540.00%0.00%0.00%Q1 2019Q1 20229
SIGNATUREFD, LLC 410.00%0.00%0.01%Q2 2015Q1 20229
Pinnacle Summer Investments, Inc. 810.00%0.00%0.00%Q2 2013Q3 20159
White Lighthouse Investment Management Inc. 990.15%0.36%0.58%Q4 2017Q4 20199
Parsec Financial Management, Inc. 990.01%0.04%0.11%Q2 2019Q2 20219
Quantitative Advantage, LLC 441.02%1.50%1.90%Q4 2013Q1 20178
Berman Capital Advisors, LLC 530.06%0.10%0.17%Q4 2017Q4 20198
DEARBORN PARTNERS LLC 510.01%0.01%0.02%Q4 2018Q1 20248
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Clark Capital Management Group, Inc. 310.02%0.18%0.74%Q2 2016Q1 20228
EXECUTIVE WEALTH GROUP LLC 510.12%0.14%0.15%Q2 2021Q1 20248
Ameliora Wealth Management Ltd. 880.00%0.00%0.01%Q3 2022Q2 20248
MAGNOLIA CAPITAL MANAGEMENT LTD 880.01%0.01%0.02%Q4 2021Q3 20238
ROBSHAW & JULIAN ASSOCIATES INC 880.88%0.91%0.95%Q3 2013Q2 20158
Waldron Private Wealth LLC 510.01%0.01%0.02%Q1 2021Q2 20248
Lido Advisors, LLC 880.04%0.06%0.14%Q3 2022Q2 20248
HRT FINANCIAL LP 510.00%0.03%0.08%Q1 2021Q2 20248
BARRETT & COMPANY, INC. 880.00%0.00%0.01%Q3 2022Q2 20248
Cavalier Investments, LLC 881.24%1.57%2.10%Q2 2021Q1 20238
SYM FINANCIAL Corp 410.00%0.00%0.01%Q2 2018Q2 20238
Boltwood Capital Management 530.06%0.08%0.10%Q1 2021Q2 20248
McKinley Carter Wealth Services, Inc. 710.00%0.04%0.09%Q1 2018Q2 20228
SHEETS SMITH WEALTH MANAGEMENT 710.00%0.05%0.09%Q3 2020Q3 20238
BESSEMER GROUP INC 410.00%0.00%0.00%Q4 2018Q2 20248
BUCKINGHAM STRATEGIC WEALTH, LLC 880.02%0.59%1.22%Q1 2018Q4 20198
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.01%Q1 2022Q4 20238
New Millennium Group LLC 710.02%0.45%3.37%Q2 2022Q2 20248
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q3 2013Q3 20168
SeaCrest Wealth Management, LLC 620.00%0.02%0.05%Q4 2017Q2 20228
StoneX Group Inc. 530.03%0.16%0.28%Q4 2017Q4 20218
Ellevest, Inc. 880.00%0.00%0.00%Q1 2021Q4 20228
Disciplined Investments, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
Evanson Asset Management, LLC 410.06%0.09%0.12%Q1 2014Q4 20168
20/20 Capital Management, Inc. 770.44%0.51%0.56%Q4 2019Q2 20217
Financial Freedom, LLC 770.24%0.28%0.32%Q4 2022Q2 20247
Joule Financial, LLC 770.27%0.30%0.34%Q2 2022Q4 20237
Independent Wealth Network Inc. 430.14%0.16%0.21%Q3 2021Q3 20237
Orion Portfolio Solutions, LLC 410.01%0.01%0.02%Q4 2020Q2 20247
DIXON HUBARD FEINOUR & BROWN INC/VA 430.31%0.32%0.33%Q1 2014Q4 20167
KANALY TRUST CO 770.00%0.00%0.00%Q2 2015Q4 20167
Progressive Investment Management Corp 770.04%0.04%0.05%Q4 2022Q2 20247
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
PARK NATIONAL CORP /OH/ 770.06%0.07%0.08%Q4 2022Q2 20247
Corient Private Wealth LLC 770.03%0.04%0.06%Q4 2022Q2 20247
PATTEN & PATTEN INC/TN 770.04%0.05%0.06%Q1 2021Q3 20227
TrueWealth Advisors, LLC 770.12%0.53%0.97%Q3 2021Q1 20237
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.00%0.00%Q2 2021Q3 20237
Bleakley Financial Group, LLC 770.02%0.04%0.09%Q4 2022Q2 20247
Eagle Strategies LLC 610.07%0.56%0.76%Q2 2022Q1 20247
MTM Investment Management, LLC 610.01%0.01%0.01%Q1 2021Q4 20227
Moloney Securities Asset Management, LLC 770.09%0.23%0.30%Q1 2017Q3 20187
O'ROURKE & COMPANY, Inc 770.16%0.18%0.20%Q4 2022Q2 20247
BANK OF NOVA SCOTIA 610.00%0.03%0.12%Q2 2016Q1 20197
NORTHSTAR ASSET MANAGEMENT Co LLC 310.05%0.06%0.07%Q1 2022Q2 20247
EverSource Wealth Advisors, LLC 770.01%0.01%0.02%Q4 2022Q2 20247
FLOW TRADERS U.S. LLC 210.02%0.08%0.14%Q3 2020Q4 20237
MONETARY MANAGEMENT GROUP INC 610.00%0.01%0.01%Q4 2021Q4 20237
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
D'Orazio & Associates, Inc. 770.00%0.02%0.05%Q3 2014Q1 20167
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2022Q2 20247
BUILDER INVESTMENT GROUP INC /ADV 770.26%0.33%0.40%Q4 2022Q2 20247
Gradient Investments LLC 510.00%0.00%0.00%Q3 2016Q4 20237
Cypress Wealth Advisors LLC 610.09%0.14%0.30%Q2 2015Q2 20177
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 770.00%0.00%0.00%Q4 2022Q2 20247
OXFORD FINANCIAL GROUP, LTD. LLC 770.00%0.01%0.01%Q3 2021Q1 20237
Enterprise Trust & Investment Co 770.80%1.86%2.52%Q4 2020Q2 20227
Farther Finance Advisors, LLC 770.00%0.01%0.02%Q4 2022Q2 20247
ARMSTRONG ADVISORY GROUP, INC 770.01%0.01%0.01%Q4 2022Q2 20247
Parisi Gray Wealth Management 610.01%0.02%0.04%Q4 2017Q2 20217
SEI INVESTMENTS CO 610.00%0.00%0.00%Q3 2016Q2 20187
BANK HAPOALIM BM 430.02%0.08%0.16%Q4 2017Q4 20217
Colonial Trust Co / SC 770.02%0.04%0.04%Q4 2022Q2 20247
Clearstead Advisors, LLC 410.00%0.00%0.01%Q2 2020Q2 20247
Brinker Capital Investments, LLC 520.00%0.04%0.09%Q3 2013Q1 20177
Foundations Investment Advisors, LLC 610.04%1.25%8.38%Q2 2020Q2 20247
LODESTAR PRIVATE ASSET MANAGEMENT LLC 770.03%0.04%0.05%Q4 2022Q2 20247
Sharper & Granite LLC 770.53%0.60%0.71%Q4 2022Q2 20247
Bradley & Co. Private Wealth Management, LLC 770.01%0.01%0.01%Q1 2021Q3 20227
Robertson Stephens Wealth Management, LLC 410.02%0.02%0.04%Q2 2021Q2 20247
Garde Capital, Inc. 430.03%0.04%0.05%Q3 2017Q4 20197
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.01%Q1 2018Q2 20196
Outlook Wealth Advisors, LLC 660.21%0.22%0.23%Q1 2021Q2 20226
Cornerstone Planning Group LLC 510.03%0.34%1.83%Q4 2022Q2 20246
ESG Planning DBA Harper Investing 420.24%0.43%0.54%Q1 2022Q2 20246
Bowling Portfolio Management LLC 660.37%0.45%0.54%Q2 2021Q3 20226
Perennial Advisors, LLC 420.00%0.35%0.63%Q1 2021Q4 20236
Virtu KCG Holdings LLC 210.01%0.02%0.05%Q2 2014Q2 20176
MCF Advisors LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Retirement Group, LLC 510.00%0.00%0.01%Q4 2019Q2 20216
Summit Financial, LLC 660.02%0.03%0.03%Q1 2023Q2 20246
TCI Wealth Advisors, Inc. 410.00%0.00%0.00%Q2 2019Q3 20226
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
TRAPHAGEN INVESTMENT ADVISORS LLC 510.03%0.06%0.08%Q1 2019Q3 20236
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q3 2017Q4 20186
GPS Wealth Strategies Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Cape Investment Advisory, Inc. 660.02%0.05%0.09%Q1 2023Q2 20246
Balentine LLC 330.00%0.00%0.00%Q4 2021Q1 20246
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.01%0.01%Q3 2017Q2 20246
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q1 20246
CAMBRIDGE TRUST CO 660.00%0.00%0.01%Q4 2021Q1 20236
Aprio Wealth Management, LLC 660.10%0.78%2.10%Q4 2021Q1 20236
FUKOKU MUTUAL LIFE INSURANCE Co 660.38%0.72%0.98%Q3 2014Q4 20156
Timber Hill LLC 310.00%0.06%0.19%Q2 2014Q4 20176
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q1 2023Q2 20246
Neuberger Berman Group LLC 420.00%0.00%0.00%Q4 2021Q2 20246
Simplicity Solutions, LLC 410.02%0.04%0.08%Q2 2020Q4 20236
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
Portfolio Strategies, Inc. 660.91%1.06%1.24%Q1 2018Q2 20196
One Charles Private Wealth Services, LLC 660.15%0.18%0.21%Q1 2023Q2 20246
Capital Bank & Trust Co 510.00%0.00%0.00%Q3 2017Q1 20206
Sowell Financial Services LLC 420.00%0.01%0.08%Q3 2019Q1 20216
WFG Advisors, LP 660.00%0.01%0.01%Q2 2013Q3 20146
HOLDERNESS INVESTMENTS CO 660.08%0.09%0.11%Q1 2021Q2 20226
Empower Advisory Group, LLC 660.22%0.23%0.24%Q1 2023Q2 20246
NOVARE CAPITAL MANAGEMENT LLC 660.17%0.25%0.28%Q3 2022Q4 20236
Praetorian Wealth Management, Inc. 210.11%0.12%0.14%Q2 2021Q2 20246
Yoder Wealth Management, Inc. 660.27%0.32%0.36%Q1 2023Q2 20246
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 550.08%0.08%0.08%Q1 2021Q1 20225
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
Newport Wealth Strategies, Inc. 550.24%0.47%0.79%Q3 2020Q3 20215
Anson Capital, Inc. 550.32%0.76%1.50%Q4 2021Q4 20225
Planning Center, Inc. 550.07%0.29%0.80%Q4 2021Q4 20225
Sanctuary Wealth Management, L.L.C. 310.00%0.00%0.00%Q1 2010Q4 20235
Kinloch Capital, LLC 310.14%0.86%1.46%Q4 2020Q4 20225
Jackson Hole Capital Partners, LLC 550.16%0.22%0.31%Q4 2018Q4 20195
Signature Financial Management, Inc. 551.78%1.91%2.02%Q4 2015Q4 20165
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q4 2013Q4 20145
CWA Asset Management Group, LLC 550.02%0.02%0.02%Q1 2023Q1 20245
Mutual Advisors, LLC 110.01%0.04%0.08%Q4 2017Q2 20245
Stillwater Capital Advisors, LLC 550.19%0.25%0.31%Q2 2014Q2 20155
Strategic Capital Group LLC 550.08%0.17%0.23%Q2 2013Q2 20145
Sound Income Strategies, LLC 410.00%0.00%0.00%Q1 2020Q2 20245
Belmont Capital, LLC 550.00%0.01%0.02%Q4 2020Q4 20215
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 550.02%0.05%0.07%Q2 2023Q2 20245
BB&T SECURITIES, LLC 550.00%0.00%0.01%Q4 2017Q4 20185
ARS Wealth Advisors, LLC 550.10%0.26%0.39%Q4 2016Q4 20175
Kavar Capital Partners, LLC 320.00%0.00%0.01%Q4 2013Q4 20155
CIBC Private Wealth Group LLC 320.00%0.00%0.00%Q4 2017Q2 20245
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Caprock Group, LLC 410.01%0.04%0.05%Q3 2017Q2 20245
TAP Consulting, LLC 410.09%1.20%2.80%Q2 2021Q2 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.00%0.00%Q2 2013Q2 20145
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 551.92%2.68%3.49%Q4 2018Q4 20195
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q1 2017Q1 20205
MADISON INVESTMENT HOLDINGS INC 550.06%0.08%0.09%Q3 2017Q3 20185
HBW ADVISORY SERVICES LLC 550.09%0.12%0.17%Q1 2021Q1 20225
Retirement Planning Group, LLC 310.02%0.03%0.04%Q4 2022Q2 20245
STARR INTERNATIONAL CO INC 551.99%2.37%2.81%Q1 2019Q1 20205
Fortis Group Advisors, LLC 410.00%0.00%0.00%Q3 2020Q2 20245
JANUS HENDERSON GROUP PLC 550.00%0.00%0.00%Q3 2017Q3 20185
CoreCap Advisors, LLC 210.00%0.00%0.01%Q4 2021Q2 20245
Crescent Capital Consulting, LLC 550.10%0.11%0.12%Q4 2020Q4 20215
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
McClarren Financial Advisors, Inc. 550.05%0.06%0.06%Q2 2023Q2 20245
JFS WEALTH ADVISORS, LLC 320.00%0.00%0.01%Q2 2020Q2 20235
Life Planning Partners, Inc 410.07%0.07%0.08%Q4 2021Q4 20235
Pariax, LLC 552.98%3.38%3.99%Q4 2021Q4 20225
MATRIX PRIVATE CAPITAL GROUP LLC 550.02%0.03%0.04%Q2 2021Q2 20225
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
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Perigon Wealth Management, LLC 210.01%0.02%0.03%Q4 2017Q1 20225
Focus Financial Network, Inc. 550.05%0.06%0.08%Q3 2022Q3 20235
Lenox Wealth Advisors, LLC 410.01%0.01%0.01%Q4 2015Q1 20185
ST GERMAIN D J CO INC 550.00%0.00%0.00%Q2 2023Q2 20245
MONEY CONCEPTS CAPITAL CORP 550.01%0.01%0.01%Q4 2021Q4 20225
Davis Capital Management 320.06%0.09%0.15%Q1 2020Q2 20245
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 320.00%0.00%0.01%Q4 2013Q1 20155
IAG Wealth Partners, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Avestar Capital, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Voya Financial Advisors, Inc. 210.01%0.04%0.14%Q4 2017Q1 20214
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Idaho Trust Bank 310.10%0.16%0.23%Q2 2023Q2 20244
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.02%0.02%0.02%Q2 2023Q1 20244
Banco Santander, S.A. 310.01%0.04%0.10%Q4 2016Q4 20214
SYON CAPITAL LLC 440.12%0.14%0.17%Q3 2023Q2 20244
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q3 2023Q2 20244
TIAA TRUST, NATIONAL ASSOCIATION 440.00%0.00%0.00%Q3 2023Q2 20244
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q2 2021Q3 20224
NewSquare Capital LLC 440.00%0.01%0.01%Q1 2022Q4 20224
Patriot Financial Group Insurance Agency, LLC 310.00%0.00%0.01%Q4 2019Q4 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Barrett Asset Management, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Quaker Wealth Management, LLC 312.15%3.34%5.91%Q1 2021Q1 20224
FIRST HORIZON CORP 440.05%0.05%0.06%Q3 2020Q2 20214
Polianta Ltd 213.45%6.55%8.84%Q1 2020Q2 20244
PRUDENTIAL FINANCIAL INC 440.01%0.03%0.06%Q4 2021Q3 20224
Allianz Asset Management GmbH 440.00%0.00%0.00%Q1 2021Q4 20214
AXXCESS WEALTH MANAGEMENT, LLC 440.04%0.05%0.05%Q2 2022Q1 20234
CENTRAL TRUST Co 210.00%0.00%0.00%Q3 2013Q2 20164
Ascent Group, LLC 220.14%0.32%0.50%Q4 2021Q1 20234
Thomas J. Herzfeld Advisors, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
Envestnet Portfolio Solutions, Inc. 440.01%0.02%0.03%Q3 2023Q2 20244
AMP Capital Investors Ltd 440.14%0.16%0.16%Q4 2016Q3 20174
RPg Family Wealth Advisory, LLC 310.01%0.01%0.01%Q2 2018Q4 20194
Pinnacle Advisory Group, Inc. 310.04%0.04%0.04%Q1 2019Q1 20204
Virtu Financial LLC 110.02%0.12%0.36%Q4 2013Q2 20174
COLONY GROUP LLC 440.01%0.02%0.04%Q1 2019Q4 20194
Claybrook Capital, LLC 440.04%0.09%0.12%Q4 2017Q3 20184
Opal Wealth Advisors, LLC 220.00%0.20%0.58%Q3 2022Q2 20244
Foothills Asset Management, Ltd. 441.88%1.90%1.93%Q4 2013Q3 20144
ProVise Management Group, LLC 220.02%0.02%0.02%Q1 2021Q1 20224
ACG Wealth 440.06%0.10%0.18%Q4 2021Q3 20224
Patten Group, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Prime Capital Investment Advisors, LLC 440.02%0.02%0.03%Q3 2023Q2 20244
Bryn Mawr Capital Management, LLC 440.03%0.03%0.04%Q3 2023Q2 20244
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
London & Capital Asset Management Ltd 440.97%1.37%1.60%Q1 2021Q4 20214
US FINANCIAL ADVISORS, LLC 440.02%2.32%4.92%Q3 2015Q2 20164
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
INSIGHT 2811, INC. 440.32%0.33%0.34%Q2 2022Q1 20234
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2021Q3 20234
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Newbridge Financial Services Group, Inc. 210.00%0.00%0.00%Q4 2021Q1 20233
GABLES CAPITAL MANAGEMENT INC. 330.00%0.00%0.01%Q4 2023Q2 20243
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q2 2020Q4 20203
Homrich & Berg 330.01%0.01%0.01%Q4 2020Q2 20213
Farrell Financial LLC 330.87%0.90%0.93%Q4 2023Q2 20243
NBT BANK N A /NY 330.00%0.00%0.00%Q4 2023Q2 20243
DAGCO, INC. 330.01%0.03%0.06%Q4 2023Q2 20243
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Sage Capital Management, LLC 330.48%0.51%0.53%Q4 2023Q2 20243
East Coast Asset Management, LLC. 330.02%0.03%0.03%Q4 2012Q2 20133
Silver Coast Investments LLC 331.16%1.21%1.24%Q4 2023Q2 20243
WealthShield Partners, LLC 210.00%0.00%0.01%Q3 2018Q3 20203
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q4 20233
ANGELES WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
WP Advisors, LLC 210.05%0.05%0.05%Q2 2018Q1 20193
Atlantic Edge Private Wealth Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Main Street Group, LTD 330.01%0.01%0.01%Q4 2023Q2 20243
McGuire Investment Group, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Rehmann Capital Advisory Group 210.00%0.00%0.00%Q1 2018Q2 20193
Northwest Capital Management Inc 330.00%0.00%0.00%Q4 2023Q2 20243
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Novak & Powell Financial Services, Inc. 330.41%0.45%0.52%Q4 2023Q2 20243
Spring Creek Investment Management, LLC 331.49%1.88%2.46%Q1 2021Q3 20213
Financial Gravity Companies, Inc. 210.02%0.04%0.05%Q4 2017Q4 20183
Meadow Creek Wealth Advisors LLC 330.29%0.31%0.33%Q4 2021Q2 20223
RPG Investment Advisory, LLC 210.00%0.00%0.01%Q4 2019Q3 20213
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Koshinski Asset Management, Inc. 330.00%0.01%0.02%Q3 2021Q1 20223
MontVue Capital Management, Inc. 330.20%0.22%0.24%Q4 2023Q2 20243
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Gryphon Financial Partners LLC 330.04%0.05%0.06%Q4 2017Q2 20183
Selective Wealth Management, Inc. 330.03%0.03%0.03%Q1 2022Q3 20223
Householder Group Estate & Retirement Specialist, LLC 330.01%0.01%0.01%Q3 2023Q1 20243
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Dynamic Wealth Strategies, LLC 330.05%0.06%0.06%Q4 2023Q2 20243
HM PAYSON & CO 330.00%0.00%0.00%Q3 2019Q1 20203
FIRST INTERSTATE BANK 330.02%0.02%0.03%Q3 2015Q1 20163
Houlihan Financial Resource Group, Ltd. 110.08%0.09%0.10%Q3 2020Q1 20243
Rosenberg Matthew Hamilton 210.00%0.01%0.01%Q4 2021Q2 20243
Blue Chip Partners, LLC 330.29%0.35%0.41%Q1 2022Q3 20223
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q2 2021Q1 20223
Glen Eagle Advisors, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Concurrent Investment Advisors, LLC 330.03%0.05%0.06%Q4 2023Q2 20243
McAdam, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
SkyView Investment Advisors, LLC 330.40%0.45%0.54%Q4 2020Q2 20213
STEEL GROVE CAPITAL ADVISORS, LLC 210.14%0.17%0.20%Q4 2017Q4 20183
Private Ocean, LLC 110.00%0.00%0.01%Q3 2017Q4 20223
First American Bank 330.03%0.03%0.04%Q4 2015Q2 20163
HBK Sorce Advisory LLC 210.01%0.01%0.01%Q4 2021Q4 20223
Keystone Financial Group 330.03%0.04%0.04%Q2 2021Q4 20213
Red Door Wealth Management, LLC 210.02%0.02%0.02%Q1 2020Q2 20213
Rockbridge Investment Management, LCC 210.00%0.00%0.00%Q1 2022Q4 20233
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q2 2019Q4 20193
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
McIlrath & Eck, LLC 210.00%0.00%0.00%Q1 2019Q2 20243
BBR PARTNERS, LLC 330.13%0.15%0.16%Q3 2020Q1 20213
Spire Wealth Management 210.00%0.00%0.00%Q1 2021Q1 20223
ASSOCIATED BANC-CORP 330.01%0.01%0.01%Q1 2018Q3 20183
Ballentine Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
RWA WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.00%0.00%0.00%Q3 2018Q1 20193
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
1832 Asset Management L.P. 330.29%0.34%0.37%Q1 2014Q3 20143
Brookstone Capital Management 210.00%0.18%0.54%Q2 2015Q1 20163
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q4 2018Q2 20193
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
Coppell Advisory Solutions LLC 110.00%0.01%0.02%Q4 2023Q2 20242
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20192
Doyle Wealth Management 110.02%0.02%0.02%Q4 2018Q2 20192
Waverly Advisors, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Modern Wealth Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
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
Acorn Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Grey Street Capital, LLC 220.03%0.06%0.10%Q4 2023Q1 20242
High Falls Advisors, Inc 110.00%0.00%0.00%Q4 2015Q2 20162
People's United Financial, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q3 20152
CMC Financial Group 220.25%0.30%0.36%Q1 2019Q2 20192
USA FINANCIAL FORMULAS 220.04%0.04%0.04%Q1 2018Q2 20182
Lebenthal Global Advisors, LLC 220.19%0.24%0.28%Q3 2023Q4 20232
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2016Q2 20192
Ashton Thomas Private Wealth, LLC 110.00%0.03%0.06%Q1 2022Q2 20242
Simplicity Wealth,LLC 220.03%0.03%0.04%Q1 2024Q2 20242
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
Elite Wealth Management, Inc. 220.27%0.39%0.51%Q2 2014Q3 20142
Sunbelt Securities, Inc. 220.00%0.01%0.01%Q1 2023Q2 20232
Vestpro Financial Partners, Inc. dba CPF Texas 110.10%0.11%0.12%Q4 2017Q2 20182
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Noven Financial Group, Inc. 220.08%0.11%0.15%Q2 2016Q3 20162
First Heartland Consultants, Inc. 110.00%0.06%0.12%Q2 2013Q2 20172
MERITAGE PORTFOLIO MANAGEMENT 110.04%0.24%0.43%Q3 2017Q2 20232
VCI Wealth Management LLC 220.42%0.42%0.42%Q4 2023Q1 20242
Western Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
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
Quantinno Capital Management LP 220.01%0.01%0.01%Q1 2024Q2 20242
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
OneDigital Investment Advisors LLC 110.00%0.00%0.01%Q2 2019Q1 20232
TRUST CO OF VERMONT 220.00%0.00%0.01%Q4 2014Q1 20152
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
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.03%0.04%Q2 2021Q4 20212
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q2 2019Q3 20192
MCDANIEL TERRY & CO 220.04%0.04%0.04%Q3 2019Q4 20192
SCHRODER INVESTMENT MANAGEMENT GROUP 220.02%0.03%0.04%Q3 2013Q4 20132
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2020Q2 20232
Legacy Advisors, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
First City Capital Management, Inc. 220.03%0.03%0.03%Q1 2014Q2 20142
NEIRG Wealth Management, LLC 220.05%1.45%2.84%Q4 2021Q1 20222
Intrua Financial, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
Mittelman Wealth Management 220.84%0.88%0.93%Q1 2024Q2 20242
Miller Investment Management, LP 220.25%0.25%0.26%Q4 2023Q1 20242
Northstar Advisory Group, LLC 220.16%0.17%0.18%Q1 2024Q2 20242
Swisher Financial Concepts, Inc. 110.36%0.37%0.38%Q4 2023Q2 20242
Insight Folios Inc 110.10%0.16%0.23%Q4 2019Q4 20212
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
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
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
WIN ADVISORS, INC 220.30%1.72%3.15%Q1 2022Q2 20222
Delta Financial Group, Inc. 220.07%0.09%0.11%Q1 2024Q2 20242
Breakwater Investment Management 220.01%0.01%0.01%Q1 2024Q2 20242
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
Hefty Wealth Partners 110.01%0.02%0.04%Q1 2016Q4 20172
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Armor Investment Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
KPP Advisory Services LLC 110.10%0.10%0.10%Q3 2023Q1 20242
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.04%0.12%0.19%Q1 2017Q2 20172
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
Merriman Wealth Management, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Lenox Wealth Management, Inc. 110.00%0.00%0.01%Q4 2019Q2 20202
Total Clarity Wealth Management, Inc. 110.00%0.05%0.10%Q4 2019Q2 20222
Choate Investment Advisors 220.03%0.03%0.03%Q1 2024Q2 20242
Schechter Investment Advisors, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ClearBridge Investments 110.00%0.00%0.00%Q1 2016Q1 20161
Evolution Advisers, Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
BEAM WEALTH ADVISORS, INC. 110.15%0.15%0.15%Q1 2024Q1 20241
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Karp Capital Management Corp 111.55%1.55%1.55%Q3 2022Q3 20221
SPINNAKER TRUST 110.47%0.47%0.47%Q1 2019Q1 20191
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MKD WEALTH COACHES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Advisor Resource Council 110.14%0.14%0.14%Q1 2024Q1 20241
Financial Insights, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
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
MRA Advisory Group 110.15%0.15%0.15%Q1 2023Q1 20231
Oak Point Wealth Management 110.37%0.37%0.37%Q4 2017Q4 20171
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Wilson & Boucher Capital Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
BLB&B Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Long Island Wealth Management, Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
NISA INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2021Q4 20211
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Carmichael Hill & Associates, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Annis Gardner Whiting Capital Advisors, LLC 110.05%0.05%0.05%Q4 2023Q4 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Timber Creek Capital Management LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2018Q3 20181
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
Barnett & Company, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Retirement Planning Co of New England, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Prostatis Group LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cordant, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Pointe Capital Management LLC 112.59%2.59%2.59%Q4 2016Q4 20161
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Essex Financial Services, Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
Transform Wealth, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Milestone Advisory Partners 110.38%0.38%0.38%Q2 2021Q2 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
FIFTH LANE CAPITAL, LP 110.01%0.01%0.01%Q2 2022Q2 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Sagace Wealth Management LLC 113.26%3.26%3.26%Q2 2024Q2 20241
Caitlin John, LLC 110.09%0.09%0.09%Q4 2023Q4 20231
Spot Trading L.L.C 110.00%0.00%0.00%Q2 2015Q2 20151
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Reliant Wealth Planning 110.61%0.61%0.61%Q4 2019Q4 20191
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
QUEST INVESTMENT MANAGEMENT LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Cerity Partners OCIO LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Halpern Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Verition Fund Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Carnegie Investment Counsel 110.01%0.01%0.01%Q1 2024Q1 20241
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Aspire Capital Advisors LLC 110.20%0.20%0.20%Q3 2023Q3 20231
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
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2024Q2 20241
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Bordeaux Wealth Advisors LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Ahrens Investment Partners LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
&PARTNERS 110.01%0.01%0.01%Q2 2024Q2 20241
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
Aaron Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
FOUNDERS FINANCIAL SECURITIES LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Bouchey Financial Group Ltd 111.33%1.33%1.33%Q3 2021Q3 20211
Founders Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Godshalk Welsh Capital Management, Inc. 110.17%0.17%0.17%Q4 2014Q4 20141
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
ING GROEP NV 110.01%0.01%0.01%Q2 2024Q2 20241
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q1 20231
FNY Investment Advisers, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
NORTHERN CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q1 2018Q1 20181
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
Barber Financial Group, Inc. 110.15%0.15%0.15%Q2 2018Q2 20181
Joel Isaacson & Co., LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Freestone Capital Holdings, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
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
Polaris Wealth Advisory Group, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
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
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Sequoia Financial Advisors, LLC 110.60%0.60%0.60%Q2 2016Q2 20161
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Cardan Capital Partners, LLC 110.57%0.57%0.57%Q1 2017Q1 20171
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 113.71%3.71%3.71%Q4 2016Q4 20161
Princeton Portfolio Strategies Group LLC 110.15%0.15%0.15%Q2 2015Q2 20151
LEVIN CAPITAL STRATEGIES, L.P. 110.00%0.00%0.00%Q2 2016Q2 20161
MPI INVESTMENT MANAGEMENT, INC. 111.37%1.37%1.37%Q4 2017Q4 20171
McCarthy Grittinger Financial Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Evergreen Private Wealth LLC 110.00%0.00%0.00%Q4 2023Q4 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Prosperitas Financial LLC 110.59%0.59%0.59%Q2 2024Q2 20241
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
COHEN LAWRENCE B 110.19%0.19%0.19%Q4 2019Q4 20191
CHOREO, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Buska Wealth Management, LLC 112.37%2.37%2.37%Q1 2024Q1 20241
Hershey Financial Advisers, LLC 111.45%1.45%1.45%Q2 2024Q2 20241
PATHSTONE FAMILY OFFICE, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Turtle Creek Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Virtus ETF Advisers LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Ergoteles LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Maltin Wealth Management, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
Capital Wealth Alliance, LLC 110.35%0.35%0.35%Q4 2020Q4 20201
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Glassman Wealth Services 110.01%0.01%0.01%Q3 2016Q3 20161
CABANA LLC 1110.07%10.07%10.07%Q2 2020Q2 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Dynamic Advisor Solutions LLC 110.29%0.29%0.29%Q1 2018Q1 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
LifeSteps Financial, Inc. 110.12%0.12%0.12%Q1 2024Q1 20241
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FDx Advisors, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
THOROUGHBRED FINANCIAL SERVICES, LLC 110.41%0.41%0.41%Q4 2018Q4 20181
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
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q1 2017Q1 20171
Secure Asset Management, LLC 110.17%0.17%0.17%Q2 2020Q2 20201
CHURCHILL MANAGEMENT Corp 114.22%4.22%4.22%Q1 2017Q1 20171
DUPONT CAPITAL MANAGEMENT CORP 110.25%0.25%0.25%Q4 2017Q4 20171
Bullseye Investment Management, LLC 112.45%2.45%2.45%Q2 2023Q2 20231
BBJS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Wealthgate Family Office, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Highland Private Wealth Management 110.39%0.39%0.39%Q1 2018Q1 20181
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
MONTAG & CALDWELL, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
First Personal Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Pension Partners, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.19%0.19%0.19%Q2 2022Q2 20221
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
TRITONPOINT WEALTH, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Aris Wealth Services, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
PHYSICIANS FINANCIAL SERVICES, INC. 110.18%0.18%0.18%Q4 2015Q4 20151
FOCUS FINANCIAL NETWORK INC /ADV 110.02%0.02%0.02%Q4 2023Q4 20231
STOCK YARDS BANK & TRUST CO 110.03%0.03%0.03%Q2 2013Q2 20131
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Keeler Thomas Management LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AURORA FINANCIAL ADVISORS, LLC 110.75%0.75%0.75%Q4 2017Q4 20171
NEXT Financial Holdings 110.70%0.70%0.70%Q1 2019Q1 20191
Stone Toro Investment Advisers, LP 111.53%1.53%1.53%Q1 2014Q1 20141
External links

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