VANGUARD WORLD FDS shareholder history

Current and past VANGUARD WORLD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023116
Citadel Advisors 1310.00%0.00%0.00%Q1 2015Q3 202351
Cutler Group LLC / CA 1020.00%0.00%0.01%Q4 2015Q3 202345
Tortoise Investment Management, LLC 44440.02%0.04%0.06%Q4 2012Q3 202344
Veritable, L.P. 43430.01%0.02%0.08%Q4 2012Q2 202343
Freedom Investment Management, Inc. 43430.03%0.47%2.76%Q1 2013Q3 202343
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
American Investment Services, Inc. 42421.08%1.95%2.59%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.03%0.11%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.08%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.51%0.71%0.95%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.09%0.24%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.02%0.06%0.13%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.20%0.41%0.75%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.04%0.08%0.13%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.01%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.08%0.25%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.00%0.01%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.01%0.02%0.02%Q2 2013Q4 202342
GOLDMAN SACHS GROUP INC 2610.00%0.00%0.00%Q1 2012Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.06%0.25%Q2 2013Q2 202341
North Star Investment Management Corp. 24170.01%0.04%0.13%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.01%Q2 2013Q3 202341
BAILARD, INC. 3190.03%0.19%0.38%Q3 2013Q3 202340
M&T BANK CORP 2050.00%0.02%0.04%Q2 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.04%0.08%Q4 2013Q4 202340
First Horizon Advisors, Inc. 3460.00%0.01%0.02%Q3 2013Q3 202340
Beacon Capital Management, Inc. 40400.01%5.07%8.31%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.04%0.06%Q4 2013Q3 202340
Gradient Investments LLC 24160.00%0.00%0.00%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.07%0.14%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.03%Q2 2013Q3 202339
ARGI Investment Services, LLC 39390.04%0.50%3.10%Q2 2013Q4 202239
Cetera Advisor Networks LLC 21180.01%0.03%0.07%Q4 2013Q3 202339
Horizon Investment Services, LLC 39390.13%0.28%0.41%Q1 2014Q3 202339
WBH ADVISORY INC 3630.11%0.59%1.01%Q4 2013Q3 202339
Janney Montgomery Scott LLC 2920.01%0.02%0.07%Q3 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.00%0.01%0.03%Q2 2013Q3 202338
SYNOVUS FINANCIAL CORP 2990.00%0.01%0.03%Q2 2013Q3 202338
CYPRESS CAPITAL MANAGEMENT LLC 38380.18%0.98%3.91%Q2 2013Q3 202238
DOWLING & YAHNKE LLC 38380.88%1.27%1.62%Q2 2013Q3 202238
BOKF, NA 2890.00%0.04%0.12%Q2 2014Q3 202337
US BANCORP \DE\ 3610.00%0.00%0.02%Q4 2013Q3 202337
Northstar Group, Inc. 36360.08%0.25%0.63%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.03%0.08%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
HighTower Advisors, LLC 25110.00%0.02%0.18%Q3 2014Q3 202336
Sigma Planning Corp 36360.03%0.07%0.18%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 1010.00%0.12%0.67%Q2 2013Q3 202335
Neuberger Berman Group LLC 1910.00%0.00%0.00%Q2 2013Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.06%0.18%Q2 2013Q3 202334
First Personal Financial Services 34340.02%0.30%0.59%Q2 2015Q3 202334
Prospera Financial Services Inc 2210.01%0.16%0.33%Q2 2013Q3 202334
WHITTIER TRUST CO 34340.00%0.00%0.01%Q2 2015Q3 202334
MUFG Americas Holdings Corp 2850.00%0.01%0.02%Q1 2011Q4 201933
LEAVELL INVESTMENT MANAGEMENT, INC. 1820.02%0.04%0.14%Q2 2010Q3 202333
VANGUARD GROUP INC 3030.00%0.00%0.00%Q2 2014Q3 202333
J.P. Morgan Private Wealth Advisors LLC 3120.00%0.02%0.05%Q1 2015Q3 202333
CABOT WEALTH MANAGEMENT INC 22100.03%0.12%1.00%Q2 2013Q2 202132
D.A. DAVIDSON & CO. 1660.00%0.01%0.03%Q2 2013Q3 202332
FIRST FINANCIAL CORP /IN/ 32320.01%0.53%0.77%Q4 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.49%1.99%Q4 2015Q3 202332
B. Riley Wealth Advisors, Inc. 18140.01%0.05%0.09%Q2 2013Q3 202332
D'Orazio & Associates, Inc. 32320.01%4.75%10.71%Q4 2013Q3 202132
Raymond James Financial Services Advisors, Inc. 22100.01%0.02%0.03%Q3 2015Q3 202332
Geneos Wealth Management Inc. 31310.00%0.04%0.19%Q1 2016Q3 202331
GLENMEDE TRUST CO NA 2050.00%0.00%0.00%Q3 2013Q3 202331
STIFEL FINANCIAL CORP 2290.00%0.01%0.02%Q4 2015Q3 202331
FMR LLC 2710.00%0.00%0.00%Q3 2013Q3 202331
Advisory Services Network, LLC 2740.00%0.03%0.12%Q4 2015Q3 202331
Raab & Moskowitz Asset Management LLC 31310.14%0.22%0.31%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.05%0.36%Q4 2015Q3 202331
Jackson, Grant Investment Advisers, Inc. 2370.03%0.04%0.05%Q1 2016Q3 202330
Dynamic Advisor Solutions LLC 30300.06%0.18%0.36%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.07%0.15%Q2 2013Q3 202030
CITY HOLDING CO 30300.01%0.01%0.01%Q2 2016Q3 202330
FUKOKU MUTUAL LIFE INSURANCE Co 2360.26%1.08%1.58%Q3 2014Q4 202229
Cetera Advisors LLC 2360.02%0.04%0.08%Q2 2016Q3 202329
Personal Capital Advisors Corp 29290.01%0.15%0.23%Q4 2015Q4 202229
NEXT Financial Group, Inc 16130.01%0.20%0.73%Q3 2014Q4 202129
Covington Capital Management 2180.01%0.01%0.02%Q2 2013Q3 202229
BUCKINGHAM STRATEGIC WEALTH, LLC 28280.01%0.06%0.24%Q4 2016Q3 202328
Relative Value Partners Group, LLC 1750.02%0.05%0.13%Q4 2015Q3 202328
Sterling Investment Advisors, Ltd. 28280.06%0.15%0.49%Q4 2016Q3 202328
AE Wealth Management LLC 28280.01%0.05%0.43%Q4 2016Q3 202328
Bank of New York Mellon Corp 2710.00%0.00%0.00%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Trust Co 27270.00%0.01%0.04%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.09%0.14%Q2 2013Q4 201927
JPMORGAN CHASE & CO 2310.00%0.00%0.01%Q3 2016Q3 202327
Heritage Trust Co 27270.26%0.75%1.45%Q1 2017Q3 202327
FIRST MANHATTAN CO. LLC. 14130.00%0.00%0.00%Q4 2014Q3 202327
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1710.00%0.00%0.01%Q3 2013Q3 202327
Exchange Capital Management, Inc. 27270.09%0.38%0.75%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.02%0.07%0.13%Q4 2016Q3 202327
Brookstone Capital Management 2010.00%0.14%1.19%Q2 2015Q3 202327
Stratos Wealth Partners, LTD. 2120.00%0.02%0.08%Q3 2015Q3 202327
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.01%Q3 2010Q3 202327
Pacific Center for Financial Services 2430.04%0.06%0.07%Q4 2016Q3 202327
Simmons Bank 27270.02%0.03%0.04%Q1 2017Q3 202327
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 26260.15%0.25%0.48%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.06%0.12%Q2 2017Q3 202326
Armor Investment Advisors, LLC 26260.00%0.00%0.01%Q4 2016Q1 202326
Institute for Wealth Management, LLC. 930.05%0.19%0.64%Q4 2013Q2 202326
Callan Capital, LLC 26260.08%0.21%0.36%Q2 2017Q3 202326
VESTOR CAPITAL, LLC 13130.26%0.57%1.02%Q1 2017Q3 202326
Anchor Investment Management, LLC 26260.05%0.21%0.93%Q3 2017Q4 202326
Madden Advisory Services, Inc. 1510.01%0.36%0.97%Q2 2013Q3 202325
LINCOLN NATIONAL CORP 25250.01%0.02%0.02%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 1410.00%0.08%0.30%Q1 2016Q3 202325
Allworth Financial LP 25250.00%0.00%0.00%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.03%0.11%Q2 2017Q2 202325
Osborn Williams & Donohoe LLC 25250.03%0.06%0.09%Q1 2014Q1 202025
Focused Wealth Management, Inc 25250.00%0.01%0.03%Q3 2013Q3 201925
Norway Savings Bank 25250.05%0.09%0.12%Q4 2016Q4 202225
CENTAURUS FINANCIAL, INC. 24240.05%0.14%0.47%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
GAMBLE JONES INVESTMENT COUNSEL 24240.07%0.35%0.59%Q1 2017Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.08%Q4 2017Q3 202324
VICUS CAPITAL 24240.12%0.46%0.90%Q4 2013Q3 201924
Valmark Advisers, Inc. 24240.01%0.01%0.02%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.04%0.10%Q4 2017Q3 202324
JANE STREET GROUP, LLC 410.00%0.01%0.02%Q1 2014Q3 202324
FACTORY MUTUAL INSURANCE CO 24240.67%1.04%1.54%Q2 2013Q1 201924
Front Row Advisors LLC 24240.10%0.14%0.20%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.21%0.34%0.42%Q4 2015Q3 202124
Bigelow Investment Advisors, LLC 24240.13%0.24%0.42%Q4 2017Q3 202324
IHT Wealth Management, LLC 1860.00%0.04%0.10%Q4 2016Q3 202324
Northwest Bancshares, Inc. 24240.05%0.09%0.13%Q4 2017Q3 202324
ATLAS CAPITAL ADVISORS LLC 23230.02%0.19%0.55%Q1 2018Q3 202323
Atria Investments, Inc 2110.03%0.08%0.18%Q3 2016Q3 202323
SIGNATUREFD, LLC 2030.00%0.00%0.01%Q1 2016Q3 202323
Ledyard National Bank 23230.00%0.01%0.03%Q2 2013Q4 201823
BOYS ARNOLD & CO INC 1580.05%0.07%0.13%Q1 2014Q4 201923
Sutton Wealth Advisors Inc. 23230.00%0.00%0.00%Q1 2018Q3 202323
Evanson Asset Management, LLC 1610.04%0.06%0.11%Q4 2013Q3 202323
Sandy Spring Bank 23230.00%0.00%0.00%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
EDMOND DE ROTHSCHILD HOLDING S.A. 1230.00%0.03%0.20%Q1 2016Q3 202222
Acorn Wealth Advisors, LLC 22220.18%0.22%0.27%Q2 2018Q3 202322
FIFTH THIRD SECURITIES, INC. 1320.18%1.03%2.14%Q3 2016Q3 202321
ASSETMARK, INC 1110.00%0.01%0.04%Q3 2013Q1 202321
Voya Financial Advisors, Inc. 21210.02%0.06%0.13%Q1 2016Q1 202121
Steward Partners Investment Advisory, LLC 1830.00%0.01%0.06%Q1 2018Q3 202321
Annex Advisory Services, LLC 21210.02%0.14%0.23%Q1 2018Q1 202321
Windham Capital Management, LLC 1920.04%0.18%0.39%Q2 2018Q3 202321
Wealthcare Advisory Partners LLC 1110.01%0.02%0.04%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.11%1.09%Q3 2018Q3 202321
REGIONS FINANCIAL CORP 21210.00%0.00%0.01%Q4 2017Q4 202221
NOMURA ASSET MANAGEMENT CO LTD 1110.00%0.03%0.07%Q2 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.02%0.02%0.03%Q2 2018Q2 202321
Plante Moran Financial Advisors, LLC 1510.00%0.02%0.04%Q3 2016Q3 202321
Financial Gravity Asset Management, Inc. 1230.00%0.06%0.25%Q1 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.16%0.23%Q4 2018Q3 202320
Aevitas Wealth Management, Inc. 1190.01%0.18%0.32%Q4 2017Q4 202220
NewEdge Advisors, LLC 1210.00%0.02%0.13%Q2 2016Q3 202320
MEITAV INVESTMENT HOUSE LTD 1910.00%0.02%0.05%Q2 2018Q2 202320
PFG Advisors 20200.07%0.26%0.52%Q4 2018Q3 202320
Financial Architects, Inc 1820.00%0.02%0.04%Q1 2015Q2 202020
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.01%0.01%Q4 2014Q3 201920
Van Hulzen Asset Management, LLC 1550.04%0.06%0.09%Q3 2015Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 18180.00%0.00%0.00%Q2 2019Q3 202320
Cetera Investment Advisers 1230.02%0.07%0.15%Q4 2017Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
KCM INVESTMENT ADVISORS LLC 1910.04%0.13%0.37%Q3 2018Q3 202320
Guidance Point Advisors, LLC 20200.58%0.71%0.82%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.00%0.13%0.64%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
TCI Wealth Advisors, Inc. 1550.00%0.01%0.03%Q1 2015Q1 202320
Trek Financial, LLC 20200.03%0.09%0.23%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.06%0.12%Q4 2017Q3 202220
Regal Investment Advisors LLC 710.02%0.12%0.29%Q2 2013Q3 202220
FIRST NATIONAL CORP /MA/ /ADV 20200.00%2.86%5.91%Q4 2018Q3 202320
SRS Capital Advisors, Inc. 1020.00%0.01%0.01%Q3 2018Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19191.42%1.78%2.21%Q1 2019Q3 202319
IFG Advisory, LLC 1810.10%0.48%0.77%Q2 2018Q3 202319
Strategic Blueprint, LLC 19190.04%0.09%0.21%Q1 2019Q3 202319
Cedar Brook Financial Partners, LLC 19190.07%0.18%0.39%Q1 2019Q3 202319
Advisory Alpha, LLC 1010.00%0.23%1.08%Q2 2015Q3 202019
First PREMIER Bank 19190.05%0.07%0.10%Q1 2019Q3 202319
Mutual Advisors, LLC 19190.04%0.05%0.07%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.12%0.19%0.32%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
Castle Rock Wealth Management, LLC 1720.31%0.80%2.32%Q2 2018Q3 202319
COMERICA SECURITIES,INC. 19190.08%0.31%0.96%Q1 2019Q3 202319
Poehling Capital Management, INC. 1720.04%0.11%0.17%Q1 2018Q3 202319
SII INVESTMENTS INC/WI 19190.04%0.08%0.15%Q2 2013Q4 201719
Matrix Trust Co 18180.04%0.08%0.11%Q2 2019Q3 202318
Jacobi Capital Management LLC 18180.01%0.01%0.02%Q2 2017Q3 202118
Cornerstone Wealth Management, LLC 1320.03%0.05%0.07%Q1 2017Q2 202318
Cordasco Financial Network 990.00%0.04%0.11%Q4 2013Q2 202218
Avantax Planning Partners, Inc. 18180.02%0.03%0.04%Q2 2019Q3 202318
Tranquility Partners, LLC 18180.35%0.46%0.58%Q2 2019Q3 202318
PRUDENTIAL FINANCIAL INC 1710.00%0.01%0.05%Q1 2019Q3 202318
NORTHEAST INVESTMENT MANAGEMENT 18180.02%0.02%0.03%Q2 2019Q3 202318
Nelson Capital Management, LLC 18180.66%1.03%1.62%Q2 2019Q3 202318
Private Capital Group, LLC 18180.00%0.00%0.05%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.03%0.06%0.09%Q2 2013Q3 201718
Trinity Legacy Partners, LLC 18180.25%0.69%1.12%Q2 2019Q3 202318
Empirical Finance, LLC 18180.04%0.11%0.17%Q1 2017Q2 202118
PATTON ALBERTSON MILLER GROUP, LLC 18180.07%0.12%0.16%Q2 2019Q3 202318
JAMES INVESTMENT RESEARCH INC 18180.00%0.00%0.00%Q4 2018Q1 202318
NATIONAL PLANNING CORP 18180.03%0.07%0.22%Q2 2013Q3 201718
WFG Advisors, LP 17170.01%0.05%0.08%Q2 2013Q2 201717
Rockefeller Capital Management L.P. 17170.07%0.15%0.21%Q3 2019Q3 202317
First National Bank of South Miami 17170.02%0.03%0.07%Q2 2019Q2 202317
AVANTAX ADVISORY SERVICES, INC. 1110.01%0.04%0.13%Q1 2019Q3 202317
Meristem Family Wealth, LLC 17170.05%0.10%0.14%Q1 2018Q1 202217
Integrated Wealth Concepts LLC 17170.02%0.04%0.07%Q3 2019Q3 202317
TD Capital Management LLC 910.00%0.47%2.45%Q2 2013Q3 202317
CALTON & ASSOCIATES, INC. 1610.05%0.75%2.92%Q4 2017Q2 202317
BRANDYWINE OAK PRIVATE WEALTH LLC 980.03%0.40%1.26%Q4 2018Q1 202317
OPPENHEIMER & CO INC 710.00%0.01%0.03%Q2 2016Q3 202316
Carl P. Sherr & Co., LLC 16160.50%0.66%0.85%Q4 2019Q3 202316
Independent Family Office, LLC 16160.32%0.43%0.56%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.34%0.65%0.92%Q4 2019Q3 202316
Doyle Wealth Management 16160.02%0.04%0.06%Q4 2018Q3 202216
FormulaFolio Investments, LLC 1410.01%0.07%0.65%Q4 2014Q4 202016
JNBA Financial Advisors 1510.00%0.01%0.01%Q3 2016Q3 202316
TD Ameritrade Trust Co 920.02%0.05%0.11%Q4 2014Q1 201916
FOUNDERS FINANCIAL SECURITIES LLC 810.03%0.10%0.33%Q4 2017Q3 202316
Glassman Wealth Services 1020.00%0.00%0.01%Q1 2016Q4 202216
Cascade Investment Advisors, Inc. 1510.02%0.02%0.03%Q4 2018Q1 202316
Belpointe Asset Management LLC 1410.04%0.12%0.20%Q4 2017Q1 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.04%0.06%0.08%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.74%1.57%3.23%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.01%0.10%Q3 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.04%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.04%0.06%0.09%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.05%0.09%0.14%Q1 2020Q3 202315
Estate Counselors, LLC 15150.13%0.32%0.60%Q2 2013Q4 201615
Summit Financial Strategies, Inc. 1020.04%0.07%0.11%Q1 2019Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.12%Q2 2016Q4 201915
SG Americas Securities, LLC 710.00%0.03%0.09%Q2 2013Q3 201815
Advisors Preferred, LLC 710.00%0.09%0.79%Q1 2014Q1 202315
CENTRAL TRUST Co 1110.00%0.03%0.05%Q4 2018Q3 202315
Gray Wealth Management Inc. 15150.37%0.53%0.70%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1230.00%0.01%0.02%Q4 2019Q3 202315
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q3 202315
Private Wealth Group, LLC 15150.67%2.62%4.00%Q1 2020Q3 202315
B. Riley Wealth Management, Inc. 960.00%0.04%0.09%Q1 2014Q2 202215
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.23%0.46%0.69%Q4 2019Q3 202315
CULBERTSON A N & CO INC 15150.04%0.07%0.08%Q1 2018Q3 202115
Financial Management Professionals, Inc. 15150.00%0.00%0.00%Q2 2013Q4 201615
SIMPLEX TRADING, LLC 810.00%0.00%0.00%Q3 2015Q3 202315
MSI Financial Services Inc 15150.01%0.05%0.07%Q2 2013Q4 201615
Joel Isaacson & Co., LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Hudock, Inc. 1010.00%0.03%0.10%Q3 2015Q3 202215
TIAA, FSB 950.00%0.04%0.12%Q1 2019Q2 202314
Hamilton Wealth, LLC 950.68%1.83%3.51%Q4 2018Q3 202214
INVESTMENT CENTERS OF AMERICA INC 1110.03%0.07%0.14%Q2 2013Q3 201714
Bison Wealth, LLC 1110.04%0.06%0.12%Q2 2015Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.02%0.04%Q4 2015Q1 201914
Homrich & Berg 1040.01%0.02%0.03%Q3 2015Q3 202114
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.02%0.18%0.24%Q2 2020Q3 202314
Selective Wealth Management, Inc. 14140.04%0.17%0.46%Q2 2019Q3 202214
VALLEY NATIONAL ADVISERS INC 1210.00%0.01%0.02%Q4 2014Q3 202314
Full Sail Capital, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
Elwood & Goetz Wealth Advisory Group, LLC 14140.05%0.09%0.13%Q2 2020Q3 202314
Versant Capital Management, Inc 14140.09%0.11%0.13%Q4 2015Q1 201914
GW HENSSLER & ASSOCIATES LTD 14140.02%0.03%0.04%Q4 2015Q1 201914
MayTech Global Investments, LLC 1210.27%0.55%1.15%Q3 2019Q2 202314
STABLEFORD CAPITAL II LLC 14140.11%0.88%3.64%Q1 2020Q2 202314
OLD SECOND NATIONAL BANK OF AURORA 14140.40%0.45%0.51%Q2 2020Q3 202314
Greenline Partners, LLC 14140.00%0.20%0.72%Q2 2020Q3 202314
Faithward Advisors, LLC 14140.00%0.01%0.01%Q4 2019Q1 202314
LBA Wealth Management, LLC 14140.11%0.14%0.16%Q4 2013Q1 201714
J.W. COLE ADVISORS, INC. 1310.05%0.27%1.69%Q4 2019Q3 202314
Zions Bancorporation 1220.00%0.01%0.02%Q1 2015Q3 201814
PACIFIC SUN FINANCIAL CORP 610.12%0.24%0.44%Q1 2018Q4 202213
CONGRESS ASSET MANAGEMENT CO /MA 13130.03%0.05%0.07%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.03%0.09%0.24%Q3 2020Q3 202313
PIERSHALE FINANCIAL GROUP, INC. 13130.04%0.05%0.08%Q3 2013Q3 201613
Meridian Financial Partners LLC 1010.18%0.38%0.65%Q4 2019Q3 202313
VSR Financial Services, Inc. 13130.04%0.08%0.14%Q2 2013Q2 201613
Perennial Advisors, LLC 910.02%0.07%0.52%Q4 2016Q2 202113
Concert Wealth Management Inc. 760.03%0.06%0.11%Q2 2013Q3 201613
CUE ADVISORY SERVICES, INC. 13130.18%0.48%0.88%Q3 2015Q3 201813
Founders Financial Alliance, LLC 13130.39%0.49%0.57%Q3 2020Q3 202313
Ellis Investment Partners, LLC 13130.01%0.03%0.05%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
Virtue Capital Management, LLC 1120.05%0.43%0.91%Q4 2017Q3 202313
White Lighthouse Investment Management Inc. 13130.07%0.09%0.14%Q3 2020Q3 202313
Lido Advisors, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Avior Wealth Management, LLC 910.00%0.01%0.01%Q2 2019Q3 202313
Equitable Holdings, Inc. 1120.00%0.01%0.02%Q2 2020Q3 202313
M Holdings Securities, Inc. 610.02%0.05%0.10%Q3 2014Q2 202313
Stelac Advisory Services LLC 13130.05%0.17%1.06%Q1 2020Q1 202313
Choate Investment Advisors 13130.01%0.01%0.01%Q3 2020Q3 202313
THOROUGHBRED FINANCIAL SERVICES, LLC 760.04%0.08%0.30%Q2 2019Q3 202313
Stratos Wealth Advisors, LLC 13130.11%0.52%0.88%Q3 2020Q3 202313
MGO ONE SEVEN LLC 1010.00%0.03%0.10%Q4 2017Q3 202313
QCI ASSET MANAGEMENT INC/NY 1210.00%0.00%0.01%Q2 2016Q1 202013
ROTHSCHILD INVESTMENT LLC /IL 12120.03%0.04%0.05%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.31%0.36%0.43%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.46%0.71%1.04%Q4 2020Q3 202312
Invst, LLC 621.60%2.61%3.47%Q3 2017Q4 202212
Snowden Capital Advisors LLC 1110.01%0.03%0.03%Q3 2017Q4 202112
Advisors Capital Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Ashfield Capital Partners, LLC 810.01%0.02%0.03%Q1 2018Q2 202212
DUBUQUE BANK & TRUST CO 1020.01%0.17%1.04%Q2 2014Q1 201912
Greenwich Wealth Management LLC 12120.04%0.10%0.22%Q2 2013Q1 201612
Miracle Mile Advisors, LLC 12120.01%0.02%0.03%Q3 2020Q2 202312
Sovereign Financial Group, Inc. 12120.29%0.34%0.40%Q4 2020Q3 202312
DIXON HUBARD FEINOUR & BROWN INC/VA 610.02%0.17%0.35%Q2 2014Q2 202212
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.01%0.03%Q2 2019Q3 202312
HRT FINANCIAL LP 510.00%0.06%0.27%Q1 2018Q1 202312
Archer Investment Corp 12120.01%0.01%0.02%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 530.00%0.01%0.04%Q2 2017Q3 202312
Accel Wealth Management 12120.32%0.53%0.70%Q4 2020Q3 202312
HOWE & RUSLING INC 1010.00%0.01%0.01%Q1 2018Q3 202312
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q4 2016Q3 202312
FAS Wealth Partners, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.12%0.16%0.23%Q4 2020Q3 202312
Optas, LLC 12120.06%0.10%0.20%Q4 2019Q3 202212
Foster Group, Inc. 12120.04%0.06%0.07%Q4 2020Q3 202312
FLAGSHIP HARBOR ADVISORS, LLC 1020.02%0.03%0.05%Q2 2018Q3 202312
Graves Light Lenhart Wealth, Inc. 12120.04%0.05%0.05%Q4 2020Q3 202312
AJ WEALTH STRATEGIES, LLC 12120.02%0.02%0.04%Q3 2020Q2 202312
SUNTRUST BANKS INC 12120.00%0.00%0.02%Q4 2016Q3 201912
Curtis Advisory Group, LLC 12120.07%0.09%0.11%Q4 2020Q3 202312
Arkadios Wealth Advisors 1010.00%0.03%0.06%Q4 2019Q1 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.02%Q4 2020Q3 202312
Realta Investment Advisors 840.00%0.04%0.07%Q1 2019Q3 202312
Visionary Asset Management, Inc. 930.19%0.84%1.03%Q4 2014Q3 201812
55I, LLC 12120.03%0.09%0.26%Q4 2019Q3 202212
C M BIDWELL & ASSOCIATES LTD 1110.01%0.03%0.04%Q3 2016Q4 201912
Main Street Financial Solutions, LLC 12120.07%0.11%0.15%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
TIEDEMANN ADVISORS, LLC 12120.02%0.02%0.03%Q4 2017Q3 202012
Curran Financial Partners, LLC 12120.15%1.25%2.49%Q4 2020Q3 202312
Center for Financial Planning, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.15%0.60%1.74%Q4 2018Q3 202112
Live Your Vision, LLC 1110.01%0.01%0.01%Q3 2015Q1 201912
Independence Bank of Kentucky 12120.01%0.01%0.01%Q4 2020Q3 202312
Shilanski & Associates, Inc. 840.87%1.13%1.30%Q3 2020Q3 202312
Meridian Wealth Management, LLC 12120.02%0.05%0.07%Q4 2020Q3 202312
Sugarloaf Wealth Management, LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Robbins Farley 920.01%0.02%0.04%Q4 2020Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MISSION WEALTH MANAGEMENT, LP 11110.01%0.02%0.02%Q1 2021Q3 202311
McAdam, LLC 830.02%0.09%0.25%Q1 2018Q3 202311
PATTEN & PATTEN INC/TN 11110.02%0.02%0.02%Q4 2020Q2 202311
ROMAN BUTLER FULLERTON & CO 11110.16%0.18%0.22%Q1 2021Q3 202311
TAP Consulting, LLC 610.00%1.17%3.33%Q3 2019Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.14%0.36%0.75%Q4 2019Q2 202211
Rehmann Capital Advisory Group 920.01%0.05%0.15%Q3 2016Q2 201911
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1010.01%0.07%0.11%Q3 2020Q3 202311
Moors & Cabot, Inc. 830.01%0.02%0.05%Q3 2019Q2 202211
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
Quantitative Advantage, LLC 410.46%1.31%1.97%Q1 2014Q3 201911
Addison Advisors LLC 1010.00%0.01%0.01%Q4 2020Q3 202311
Nachman Norwood & Parrott, Inc 11110.26%0.39%0.48%Q4 2018Q2 202111
Axiom Financial Strategies, LLC 650.12%0.54%0.81%Q1 2020Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.00%0.00%Q2 2013Q4 201511
Loveless Wealth Management LLC 11110.15%0.18%0.25%Q4 2019Q2 202211
Bard Financial Services, Inc. 11110.64%0.80%0.96%Q4 2020Q2 202311
Vantage Investment Advisors, LLC 11110.03%0.03%0.03%Q4 2013Q2 201611
Barnett & Company, Inc. 11110.00%0.01%0.01%Q1 2016Q3 201811
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Strategic Wealth Management Group, LLC 11110.15%0.23%0.30%Q4 2018Q2 202111
CT Financial Advisors LLC 1010.10%0.13%0.16%Q1 2014Q1 201711
PLANNING DIRECTIONS INC 11110.19%0.23%0.27%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.03%0.05%Q1 2021Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
MONEY CONCEPTS CAPITAL CORP 820.01%0.02%0.06%Q4 2020Q3 202310
PSI Advisors, LLC 910.00%0.01%0.01%Q4 2019Q3 202310
Antonetti Capital Management LLC 910.01%0.02%0.02%Q2 2010Q3 202310
YorkBridge Wealth Partners, LLC 820.00%0.00%0.00%Q4 2016Q2 201910
Timber Hill LLC 410.00%0.00%0.01%Q2 2013Q1 201710
SEI INVESTMENTS CO 910.00%0.00%0.00%Q3 2015Q2 201810
COMERICA SECURITIES INC 10100.14%0.25%0.86%Q3 2016Q4 201810
MONTAG A & ASSOCIATES INC 910.00%0.00%0.01%Q4 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
DAGCO, INC. 10100.10%0.22%0.28%Q4 2018Q1 202110
FDx Advisors, Inc. 710.01%0.02%0.04%Q3 2016Q2 201910
Transamerica Financial Advisors, Inc. 610.00%0.11%0.54%Q4 2018Q3 202310
RESOURCES MANAGEMENT CORP /CT/ /ADV 10100.00%0.03%0.28%Q2 2021Q3 202310
Mascoma Wealth Management LLC 10100.05%0.06%0.06%Q4 2016Q1 201910
Prestige Wealth Management Group LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
Partnervest Advisory Services LLC 520.08%0.11%0.15%Q2 2013Q4 201610
Sargent Bickham Lagudis LLC 730.00%0.00%0.00%Q2 2017Q4 202210
CREDIT SUISSE AG/ 710.00%0.00%0.01%Q1 2013Q4 201510
Prime Capital Investment Advisors, LLC 710.01%0.02%0.03%Q3 2019Q3 202310
JONES FINANCIAL COMPANIES LLLP 10100.00%0.00%0.00%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.02%0.04%Q2 2021Q3 202310
PROFFITT & GOODSON INC 10100.00%0.00%0.01%Q3 2018Q4 202010
DAVIDSON INVESTMENT ADVISORS 10100.09%0.37%0.51%Q2 2021Q3 202310
Pensionmark Financial Group, LLC 910.04%0.08%0.13%Q2 2019Q1 202210
Essex Financial Services, Inc. 10100.05%0.06%0.06%Q2 2021Q3 202310
Wealthspire Advisors, LLC 910.01%0.03%0.06%Q1 2021Q3 202310
Almanack Investment Partners, LLC. 10100.03%0.70%1.62%Q3 2018Q4 202010
First Bancorp, Inc /ME/ 910.38%0.60%0.80%Q1 2021Q3 202310
Aveo Capital Partners, LLC 10100.04%0.10%0.18%Q2 2021Q3 202310
Pinnacle Summer Investments, Inc. 10100.00%0.04%0.07%Q3 2013Q4 201510
Aurora Private Wealth, Inc. 550.12%0.46%0.70%Q1 2020Q3 202210
Marshall Financial Group LLC 10100.13%0.16%0.20%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.03%0.09%0.12%Q1 2021Q3 202310
BlackRock Inc. 910.00%0.00%0.00%Q4 2015Q1 201910
Tatro Capital, LLC 10100.46%1.57%2.82%Q4 2019Q1 202210
Clear Perspectives Financial Planning, LLC 10100.04%0.04%0.05%Q4 2020Q1 202310
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10100.06%0.11%0.15%Q4 2018Q1 202110
Simplicity Solutions, LLC 910.01%0.10%0.54%Q4 2018Q3 202310
TOMPKINS FINANCIAL CORP 810.01%0.01%0.02%Q4 2013Q4 20239
COMERICA BANK 810.00%0.00%0.01%Q1 2021Q3 20239
Johnson Financial Group, Inc. 710.00%0.01%0.01%Q4 2013Q4 20219
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2016Q3 20229
LIBERTY WEALTH MANAGEMENT LLC 810.01%0.02%0.02%Q2 2019Q3 20219
Safeguard Investment Advisory Group, LLC 810.09%0.72%2.22%Q4 2020Q3 20239
Renaissance Technologies 410.00%0.00%0.00%Q1 2018Q2 20239
Spruce Investment Advisors LLC 810.30%1.74%4.45%Q1 2015Q4 20179
Clearstead Advisors, LLC 720.00%0.00%0.01%Q4 2020Q3 20239
SeaCrest Wealth Management, LLC 610.00%0.03%0.11%Q4 2017Q2 20229
WESTWOOD HOLDINGS GROUP INC 990.00%0.00%0.00%Q2 2019Q2 20219
Clear Creek Financial Management, LLC 990.11%0.14%0.18%Q3 2021Q3 20239
Bridge Creek Capital Management LLC 720.08%0.09%0.13%Q4 2015Q3 20239
INSIGHT 2811, INC. 990.16%0.34%0.63%Q2 2021Q2 20239
Roberts Wealth Advisors, LLC 990.70%0.82%0.97%Q3 2021Q3 20239
Kovack Advisors, Inc. 710.02%0.06%0.19%Q1 2018Q3 20239
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 810.08%0.21%0.28%Q2 2020Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
Haverford Trust Co 990.00%0.00%0.01%Q1 2018Q1 20209
RAYMOND JAMES TRUST N.A. 990.02%0.02%0.03%Q2 2020Q2 20229
Asset Dedication, LLC 810.00%0.14%0.29%Q1 2016Q3 20239
Ameritas Advisory Services, LLC 880.07%0.59%2.25%Q4 2021Q3 20238
Western Wealth Management, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 510.19%0.28%0.46%Q4 2019Q3 20238
Disciplined Investments, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
DIVIDEND ASSETS CAPITAL, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
SAX WEALTH ADVISORS, LLC 880.13%0.16%0.18%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.14%0.23%0.27%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.09%0.10%0.12%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.18%0.22%0.26%Q4 2021Q3 20238
WealthOne, LLC 710.02%0.08%0.10%Q4 2018Q3 20238
Qube Research & Technologies Ltd 530.00%0.00%0.01%Q3 2021Q3 20238
FirstPurpose Wealth LLC 880.11%0.15%0.27%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.03%0.11%Q1 2019Q1 20218
SCHRODER INVESTMENT MANAGEMENT GROUP 880.00%0.00%0.00%Q3 2015Q2 20178
Strengthening Families & Communities, LLC 880.33%0.79%1.06%Q4 2021Q3 20238
Newman Dignan & Sheerar, Inc. 880.01%0.13%0.19%Q2 2013Q1 20158
IndexIQ Advisors LLC 610.00%0.01%0.02%Q2 2017Q1 20208
Capital Bank & Trust Co 880.00%0.00%0.00%Q3 2017Q2 20198
Tranquilli Financial Advisor LLC 610.66%2.79%3.58%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Texas Yale Capital Corp. 310.02%0.04%0.08%Q2 2013Q4 20158
DHK Financial Advisors, Inc. 882.09%2.89%4.16%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.24%0.83%1.80%Q4 2020Q3 20238
AllSquare Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.07%0.09%0.13%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.19%0.34%0.55%Q4 2021Q3 20238
McClarren Financial Advisors, Inc. 530.07%0.33%0.56%Q3 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 880.00%0.01%0.01%Q3 2020Q2 20228
Capital Asset Advisory Services LLC 880.04%0.21%0.31%Q4 2019Q3 20218
Ranch Capital Advisors Inc. 880.02%0.03%0.04%Q4 2019Q3 20218
LEVEL FOUR ADVISORY SERVICES, LLC 880.05%0.27%0.55%Q4 2018Q3 20208
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
MAI Capital Management 880.01%0.01%0.01%Q4 2021Q3 20238
Berkeley Capital Partners, LLC 530.72%3.44%4.54%Q1 2016Q4 20198
WEST BANCORPORATION INC 440.01%0.01%0.01%Q4 2019Q3 20228
EUDAIMONIA ADVISORS LLC 880.25%0.35%0.42%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 880.58%0.72%1.01%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.14%0.19%0.25%Q4 2021Q3 20238
Brand Asset Management Group, Inc. 880.00%0.00%0.01%Q2 2019Q1 20218
Unconventional Investor, LLC 889.28%10.93%12.23%Q4 2021Q3 20238
Wedmont Private Capital 880.09%0.18%0.27%Q4 2021Q3 20238
Gunma Bank,Ltd. 410.76%2.58%4.55%Q1 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 880.26%0.53%0.67%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
Livingston Group Asset Management CO (operating as Southport Capital Management) 710.04%0.14%0.21%Q3 2019Q4 20218
Investors Capital Advisory Services 880.05%0.06%0.09%Q3 2014Q2 20168
N.E.W. Advisory Services LLC 880.05%0.07%0.14%Q4 2020Q3 20228
National Wealth Management Group, LLC 880.86%1.34%1.80%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Polianta Ltd 713.14%3.58%4.10%Q4 2018Q1 20238
Congress Wealth Management LLC / DE / 880.07%0.14%0.19%Q4 2021Q3 20238
City State Bank 880.34%0.43%0.50%Q4 2021Q3 20238
Cross Staff Investments Inc 880.38%0.44%0.49%Q4 2021Q3 20238
MATHER GROUP, LLC. 770.01%0.01%0.01%Q1 2022Q3 20237
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2014Q3 20237
Key FInancial Inc 770.00%0.00%0.01%Q1 2022Q3 20237
Windsor Creek Advisors, LLC 770.09%0.26%0.50%Q2 2020Q4 20217
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q1 2015Q2 20237
EXCHANGE TRADED CONCEPTS, LLC 310.01%1.45%5.81%Q3 2020Q3 20237
Chemistry Wealth Management LLC 770.12%0.14%0.16%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 430.01%0.01%0.01%Q3 2021Q2 20237
Integrated Wealth Management 770.01%0.02%0.03%Q1 2015Q3 20167
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
Eudaimonia Partners, LLC 510.07%0.57%0.79%Q3 2020Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.05%Q2 2013Q4 20147
Cresset Asset Management, LLC 430.00%0.01%0.01%Q4 2021Q3 20237
Global Financial Private Capital, Inc 770.01%0.03%0.04%Q3 2017Q1 20197
Geneva Advisors, LLC 770.00%0.00%0.01%Q2 2013Q4 20147
Lattice Strategies LLC 610.14%0.17%0.20%Q1 2014Q4 20187
CreativeOne Wealth, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
BESSEMER GROUP INC 210.00%0.00%0.00%Q4 2013Q3 20237
Avidian Wealth Solutions, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
Virtus ETF Advisers LLC 770.08%1.30%3.38%Q1 2017Q3 20187
Mariner, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
20/20 Capital Management, Inc. 770.28%0.40%0.61%Q4 2019Q2 20217
WEDBUSH SECURITIES INC 410.01%0.02%0.03%Q4 2019Q1 20227
Cribstone Capital Management, LLC 770.00%0.00%0.02%Q2 2016Q4 20177
Visionary Wealth Advisors 770.02%0.05%0.10%Q1 2022Q3 20237
Kessler Investment Group, LLC 610.12%0.30%1.34%Q2 2013Q1 20157
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Modera Wealth Management, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
Executive Wealth Management, LLC 610.00%0.14%0.25%Q4 2018Q3 20237
SMITH, MOORE & CO. 770.05%0.09%0.14%Q1 2020Q3 20217
Bell Rock Capital LLC 410.24%0.63%1.02%Q4 2019Q3 20227
FineMark National Bank & Trust 770.02%0.02%0.03%Q2 2016Q4 20177
LAZARD ASSET MANAGEMENT LLC 520.00%0.00%0.02%Q1 2018Q2 20217
OneAscent Wealth Management LLC 770.10%0.17%0.22%Q1 2022Q3 20237
Pathway Financial Advisors LLC 610.04%0.12%0.26%Q4 2017Q4 20197
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.01%0.01%Q1 2022Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.05%0.10%0.19%Q4 2021Q2 20237
Virtu KCG Holdings LLC 210.01%0.02%0.06%Q4 2013Q2 20177
Parkside Financial Bank & Trust 520.00%0.01%0.03%Q2 2016Q4 20207
MONETARY MANAGEMENT GROUP INC 770.00%0.01%0.01%Q4 2021Q2 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Beacon Pointe Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.03%0.03%0.04%Q2 2020Q4 20217
IFC Holdings Incorporated/FL 310.02%0.08%0.14%Q2 2013Q4 20177
Stonebridge Capital Advisors LLC 520.00%0.00%0.00%Q1 2021Q3 20237
Atria Wealth Solutions, Inc. 770.08%0.12%0.21%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 420.07%0.08%0.09%Q2 2021Q4 20226
COHEN & STEERS, INC. 660.00%0.01%0.02%Q3 2019Q4 20206
ADIRONDACK TRUST CO 660.00%0.02%0.03%Q2 2022Q3 20236
TCF National Bank 330.02%0.03%0.03%Q3 2019Q1 20216
Virtu Financial LLC 210.03%0.07%0.14%Q2 2013Q2 20186
Allie Family Office LLC 660.18%0.20%0.22%Q1 2022Q2 20236
Integrated Advisors Network LLC 660.02%0.02%0.02%Q1 2022Q2 20236
Rench Wealth Management, Inc. 660.12%0.15%0.16%Q3 2018Q4 20196
Plancorp, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Newport Wealth Strategies, Inc. 661.08%2.99%4.54%Q2 2020Q3 20216
STEPHENS INC /AR/ 660.00%0.00%0.01%Q1 2021Q2 20226
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Campbell Wealth Management 510.03%0.06%0.08%Q4 2018Q2 20206
Solitude Financial Services 662.29%2.57%2.86%Q2 2022Q3 20236
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q4 2021Q1 20236
KMS FINANCIAL SERVICES, INC 660.04%0.05%0.07%Q2 2013Q3 20146
FLOW TRADERS U.S. LLC 210.03%0.05%0.07%Q4 2020Q2 20236
Annapolis Financial Services, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Coston, McIsaac & Partners 660.05%0.06%0.09%Q2 2022Q3 20236
Banque Cantonale Vaudoise 660.01%0.01%0.01%Q2 2022Q3 20236
Manchester Capital Management LLC 420.00%0.01%0.02%Q2 2013Q3 20166
Arete Wealth Advisors, LLC 410.02%0.06%0.17%Q3 2019Q1 20236
BANK OF NOVA SCOTIA 510.00%0.86%2.18%Q1 2016Q3 20196
MARCO INVESTMENT MANAGEMENT LLC 660.03%0.04%0.05%Q1 2014Q2 20156
Pariax, LLC 661.96%2.85%5.37%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.03%0.04%0.04%Q2 2022Q3 20236
Wealthfront Advisers LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CLEAR INVESTMENT RESEARCH, LLC 660.00%0.04%0.06%Q1 2022Q2 20236
New Millennium Group LLC 660.02%0.04%0.06%Q2 2022Q3 20236
Clearview Wealth Advisors LLC 660.03%0.04%0.04%Q1 2022Q2 20236
Kalos Management, Inc. 660.75%2.90%4.57%Q1 2022Q2 20236
CVA Family Office, LLC 660.09%0.12%0.13%Q2 2022Q3 20236
Blackhawk Capital Partners LLC. 660.37%0.93%1.60%Q4 2018Q1 20206
EP Wealth Advisors, LLC 420.01%0.20%1.11%Q1 2022Q3 20236
SMITH HAYES Advisers, Inc 660.05%0.06%0.08%Q3 2013Q4 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Edge Capital Group, LLC 660.02%0.03%0.03%Q1 2021Q2 20226
Baird Financial Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
CMC Financial Group 660.26%0.72%1.44%Q4 2018Q1 20206
O'ROURKE & COMPANY, Inc 660.17%0.27%0.32%Q2 2022Q3 20236
Halpern Financial, Inc. 660.00%0.00%0.01%Q3 2020Q4 20216
DAVENPORT & Co LLC 660.00%0.00%0.00%Q4 2021Q1 20236
RPg Family Wealth Advisory, LLC 410.01%0.04%0.07%Q2 2018Q2 20206
Washington Trust Advisors, Inc. 660.02%0.02%0.02%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.08%0.09%0.10%Q2 2013Q3 20146
FSC Wealth Advisors, LLC 660.03%0.18%0.43%Q4 2021Q1 20236
WOODWARD DIVERSIFIED CAPITAL, LLC 660.44%0.55%0.82%Q4 2020Q1 20226
LifeSteps Financial, Inc. 551.11%1.48%2.00%Q4 2019Q4 20205
Quaker Wealth Management, LLC 552.42%2.66%2.90%Q2 2022Q2 20235
Carmichael Hill & Associates, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Farmers National Bank 320.01%0.01%0.01%Q4 2017Q2 20195
Aptus Capital Advisors, LLC 550.00%0.02%0.04%Q3 2022Q3 20235
Walleye Trading LLC 210.00%0.00%0.00%Q4 2014Q4 20175
FARMERS & MERCHANTS INVESTMENTS INC 410.00%0.00%0.00%Q4 2020Q3 20235
Hoover Financial Advisors, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
PFG Private Wealth Management, LLC 550.87%1.49%2.22%Q3 2022Q3 20235
Atlas Private Wealth Management, LLC 410.01%0.01%0.01%Q4 2019Q1 20215
MILLER HOWARD INVESTMENTS INC /NY 550.01%0.02%0.04%Q4 2016Q4 20175
Waldron Private Wealth LLC 550.03%0.04%0.04%Q1 2019Q1 20205
Hutchens & Kramer Investment Management Group, LLC 550.23%0.74%1.69%Q4 2021Q4 20225
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q1 2021Q3 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
BB&T SECURITIES, LLC 320.00%0.01%0.01%Q3 2014Q3 20195
GODSEY & GIBB, INC 320.00%0.01%0.02%Q3 2021Q2 20235
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.02%Q3 2016Q2 20235
Running Point Capital Advisors, LLC 410.02%0.02%0.02%Q4 2020Q1 20235
BCM ADVISORS, LLC 550.16%6.56%8.35%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.06%0.06%0.07%Q4 2021Q4 20225
Capital Analysts, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Sound View Wealth Advisors Group, LLC 550.06%0.08%0.12%Q4 2019Q4 20205
ALLIANCEBERNSTEIN L.P. 550.00%0.00%0.00%Q1 2014Q1 20155
Jaffetilchin Investment Partners, LLC 550.02%0.03%0.03%Q2 2022Q2 20235
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
MITCHELL MCLEOD PUGH & WILLIAMS INC 550.07%0.08%0.10%Q3 2022Q3 20235
Sowa Financial Group, Inc. 550.05%0.06%0.07%Q4 2019Q4 20205
Cedar Wealth Management, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Kernodle & Katon Asset Management Group, LLC 550.00%0.02%0.03%Q4 2015Q4 20165
Dakota Wealth Management 550.01%0.06%0.21%Q3 2022Q3 20235
Balboa Wealth Partners 550.09%0.12%0.21%Q3 2022Q3 20235
PERRITT CAPITAL MANAGEMENT INC 551.06%1.38%2.06%Q1 2019Q1 20205
PARK NATIONAL CORP /OH/ 550.03%0.03%0.04%Q4 2022Q4 20235
TWO SIGMA SECURITIES, LLC 210.01%0.12%0.42%Q3 2016Q2 20215
Laidlaw Wealth Management LLC 550.04%0.13%0.20%Q2 2022Q2 20235
Foundations Investment Advisors, LLC 310.04%0.15%0.41%Q3 2020Q3 20235
COUNTRY CLUB BANK /GFN 410.02%0.04%0.06%Q1 2022Q3 20235
Strategic Asset Management, LLC 550.06%0.07%0.09%Q3 2021Q3 20225
Grace Capital 410.08%0.11%0.23%Q3 2019Q1 20215
New England Private Wealth Advisors LLC 320.03%0.04%0.04%Q4 2021Q1 20235
ASPIRIANT, LLC 320.02%0.02%0.02%Q2 2016Q3 20175
SILVER OAK SECURITIES, INCORPORATED 410.03%0.05%0.06%Q2 2022Q3 20235
Frontier Wealth Management LLC 410.04%0.05%0.06%Q1 2021Q2 20225
BARRETT & COMPANY, INC. 550.03%0.06%0.07%Q3 2022Q3 20235
Hall Private Wealth Advisors 550.29%0.33%0.38%Q2 2021Q2 20225
TILIA FIDUCIARY PARTNERS, INC. 550.56%0.62%0.69%Q3 2022Q3 20235
1832 Asset Management L.P. 210.00%0.16%0.49%Q2 2014Q4 20195
QUANTRES ASSET MANAGEMENT Ltd 210.18%0.36%0.61%Q1 2016Q3 20185
Y-Intercept (Hong Kong) Ltd 210.06%0.08%0.13%Q1 2021Q3 20235
Clarus Wealth Advisors 550.03%0.05%0.08%Q2 2018Q2 20195
INR ADVISORY SERVICES LLC 210.00%0.00%0.00%Q4 2013Q1 20175
Ellevest, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Royal Harbor Partners, LLC 550.36%0.66%1.31%Q4 2019Q4 20205
INTERACTIVE FINANCIAL ADVISORS, INC. 550.29%0.39%0.44%Q3 2022Q3 20235
Joule Financial, LLC 320.38%0.43%0.46%Q2 2022Q3 20235
Destination Wealth Management 320.00%0.00%0.00%Q1 2018Q2 20195
Argentus Capital Management, LLC 550.01%0.06%0.11%Q3 2015Q3 20165
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
Clearstead Trust, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Signature Wealth Management Group 440.04%0.04%0.04%Q4 2017Q3 20184
RDA Financial Network 440.20%0.22%0.26%Q1 2019Q4 20194
ORSER CAPITAL MANAGEMENT, LLC 442.12%2.29%2.60%Q1 2019Q4 20194
ACG Wealth 440.26%0.28%0.32%Q4 2021Q3 20224
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Migdal Insurance & Financial Holdings Ltd. 310.00%0.00%0.00%Q2 2017Q3 20234
CORA CAPITAL ADVISORS LLC 440.25%0.31%0.36%Q4 2022Q3 20234
SouthState Corp 440.04%0.04%0.04%Q2 2013Q1 20144
Corient Private Wealth LLC 440.04%0.05%0.08%Q4 2022Q3 20234
Fulcrum Capital LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Progressive Investment Management Corp 440.03%0.03%0.04%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.10%0.82%2.17%Q4 2022Q3 20234
Nan Shan Life Insurance Co., Ltd. 310.04%0.13%0.26%Q1 2018Q3 20234
HB Wealth Management, LLC 310.00%0.01%0.01%Q4 2021Q2 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.05%0.08%Q4 2022Q3 20234
ExodusPoint Capital Management, LP 310.00%0.01%0.02%Q4 2019Q4 20214
Secure Asset Management, LLC 210.07%0.09%0.10%Q1 2022Q3 20234
MACQUARIE GROUP LTD 440.00%0.00%0.00%Q2 2020Q1 20214
RiverFront Investment Group, LLC 310.17%0.23%0.41%Q4 2008Q3 20104
Harrison & Co Wealth Management, LLC 310.20%0.22%0.24%Q4 2021Q4 20224
Sharper & Granite LLC 440.68%0.78%0.92%Q4 2022Q3 20234
My Personal CFO, LLC 440.20%0.29%0.37%Q4 2022Q3 20234
Terra Nova Asset Management LLC 441.04%1.10%1.22%Q1 2017Q4 20174
MBB PUBLIC MARKETS I LLC 440.01%0.02%0.04%Q4 2021Q3 20224
Ausdal Financial Partners, Inc. 310.02%0.31%0.61%Q4 2015Q4 20194
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Destiny Wealth Partners, LLC 220.00%0.00%0.01%Q4 2020Q4 20214
Bryn Mawr Capital Management, LLC 440.13%0.15%0.16%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.51%0.52%0.53%Q4 2022Q3 20234
COLLECTIVE FAMILY OFFICE LLC 440.10%0.13%0.17%Q4 2021Q3 20224
Kissinger Financial Services LLC 440.34%0.35%0.35%Q3 2016Q2 20174
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.16%0.17%0.18%Q2 2017Q1 20204
Financial Freedom, LLC 440.18%0.22%0.24%Q4 2022Q3 20234
Tarbox Family Office, Inc. 440.07%0.08%0.08%Q2 2019Q1 20204
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
Freedman Financial Associates, Inc. 440.01%0.01%0.02%Q4 2020Q3 20214
Independent Order of Foresters 440.32%0.34%0.37%Q2 2020Q1 20214
Integrity Financial Corp /WA 310.00%0.01%0.01%Q4 2021Q3 20234
CWA Asset Management Group, LLC 310.02%0.03%0.04%Q4 2019Q3 20234
Nalls Sherbakoff Group, LLC 310.01%0.03%0.12%Q4 2018Q3 20234
River Street Advisors LLC 440.44%0.50%0.56%Q4 2022Q3 20234
Pension Partners, LLC 312.01%2.63%3.59%Q1 2016Q1 20174
Royal Fund Management, LLC 440.06%0.10%0.13%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 210.00%0.00%0.01%Q1 2018Q3 20204
OXFORD FINANCIAL GROUP, LTD. LLC 440.00%0.00%0.00%Q2 2022Q1 20234
InterOcean Capital, LLC 310.02%0.03%0.04%Q1 2017Q2 20204
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Kore Private Wealth LLC 310.01%0.02%0.04%Q4 2018Q2 20204
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Placemark Investments, Inc. 440.00%0.00%0.01%Q1 2014Q4 20144
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Wagner Wealth Management, LLC 440.09%0.10%0.11%Q4 2017Q3 20184
ATHERTON LANE ADVISERS, LLC 440.02%0.02%0.02%Q2 2014Q1 20154
Peachtree Investment Advisors, Inc. 440.02%0.02%0.02%Q3 2014Q2 20154
BASSO CAPITAL MANAGEMENT, L.P. 440.28%0.30%0.32%Q4 2022Q3 20234
IBEX WEALTH ADVISORS 110.00%0.04%0.15%Q4 2016Q3 20224
Golden State Wealth Management, LLC 310.01%0.02%0.02%Q1 2019Q1 20204
Briaud Financial Planning, Inc 442.61%3.53%4.90%Q4 2019Q3 20204
Coppell Advisory Solutions LLC 440.01%0.03%0.10%Q4 2022Q3 20234
Claraphi Advisory Network, LLC 310.01%0.06%0.08%Q1 2020Q2 20224
Capstone Financial Group, Inc. 440.16%0.58%0.86%Q4 2019Q3 20204
Lloyd Park, LLC 440.82%1.61%2.35%Q4 2021Q3 20224
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q3 2020Q2 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.04%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Checchi Capital Advisers, LLC 440.02%0.04%0.06%Q3 2022Q2 20234
Fort Point Capital Partners LLC 440.28%0.84%1.31%Q2 2022Q1 20234
BOS Asset Management, LLC 441.75%3.48%5.75%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 442.31%2.69%2.88%Q4 2022Q3 20234
Praetorian Wealth Management, Inc. 220.10%0.11%0.12%Q2 2021Q4 20224
StoneX Group Inc. 440.11%0.16%0.19%Q1 2019Q4 20194
Colonial Trust Co / SC 440.01%0.02%0.02%Q4 2022Q3 20234
LINCOLN CAPITAL CORP 440.12%0.15%0.18%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 310.00%0.00%0.01%Q3 2022Q3 20234
Patten Group, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
True Wealth Design, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.02%0.04%Q4 2022Q3 20234
Shira Ridge Wealth Management 441.64%2.53%3.17%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.13%0.17%0.25%Q4 2022Q3 20234
Kinloch Capital, LLC 310.03%0.42%0.75%Q4 2020Q3 20224
USA FINANCIAL FORMULAS 211.15%2.55%3.53%Q2 2016Q3 20224
Colony Family Offices, LLC 440.04%0.05%0.05%Q2 2022Q1 20234
LifePlan Financial Group, Inc 330.01%0.02%0.02%Q4 2019Q2 20203
Financial Gravity Companies, Inc. 210.04%0.05%0.05%Q4 2017Q4 20183
TRUEWEALTH LLC 330.01%0.01%0.01%Q4 2017Q2 20183
ATWOOD & PALMER INC 330.00%0.00%0.00%Q3 2018Q1 20193
Ruggie Capital Group 210.01%0.03%0.06%Q2 2017Q3 20193
ALTFEST L J & CO INC 330.04%0.05%0.06%Q4 2022Q2 20233
InterOcean Capital Group, LLC 210.01%0.02%0.03%Q4 2020Q3 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CX Institutional 210.00%0.00%0.01%Q1 2021Q2 20223
Capstone Triton Financial Group, LLC 330.38%0.43%0.48%Q4 2020Q2 20213
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20233
Cape Investment Advisory, Inc. 330.03%0.05%0.09%Q1 2023Q3 20233
Ten Capital Wealth Advisors, LLC 330.02%0.02%0.03%Q4 2020Q2 20213
Starfire Investment Advisers, Inc. 330.10%0.15%0.18%Q4 2019Q2 20203
Allianz Asset Management GmbH 110.00%0.00%0.00%Q1 2018Q1 20203
Probabilities Fund Management, LLC 210.35%0.44%0.51%Q2 2018Q1 20193
Mirae Asset Global Investments Co., Ltd. 330.00%0.00%0.01%Q4 2018Q2 20193
Colonial River Wealth Management, LLC 330.35%0.36%0.38%Q1 2023Q3 20233
SUMITOMO MITSUI FINANCIAL GROUP, INC. 330.20%0.40%0.51%Q2 2022Q4 20223
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2021Q2 20223
REGENTATLANTIC CAPITAL LLC 210.00%0.01%0.01%Q4 2014Q3 20223
WEALTHSOURCE PARTNERS, LLC 330.16%0.17%0.18%Q1 2016Q3 20163
Family Firm, Inc. 330.08%0.08%0.08%Q2 2018Q4 20183
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
RBA Wealth Management, LLC 210.09%0.10%0.11%Q4 2021Q4 20223
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.01%0.01%0.01%Q2 2019Q4 20193
Crewe Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BEAM WEALTH ADVISORS, INC. 330.33%0.45%0.62%Q4 2019Q2 20203
Farther Finance Advisors, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
Keeley-Teton Advisors, LLC 330.10%0.16%0.21%Q4 2018Q2 20193
HORIZON BANCORP INC /IN/ 330.01%0.01%0.01%Q4 2022Q2 20233
Alexandria Capital, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Venturi Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
American Trust 210.02%0.02%0.03%Q3 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.36%0.39%0.41%Q4 2022Q3 20233
Cable Hill Partners, LLC 330.02%0.02%0.03%Q4 2014Q2 20153
TRUST CO OF VERMONT 210.00%0.00%0.01%Q4 2014Q3 20153
BTS Asset Management, Inc. 330.10%0.11%0.13%Q4 2022Q2 20233
SONATA CAPITAL GROUP INC 330.15%0.17%0.20%Q3 2019Q1 20203
AlphaStar Capital Management, LLC 330.11%0.13%0.15%Q4 2017Q2 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Blume Capital Management, Inc. 330.46%0.64%0.81%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Empower Advisory Group, LLC 330.20%0.20%0.20%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.31%0.33%0.34%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.01%0.01%0.02%Q2 2021Q4 20213
BARCLAYS PLC 210.00%0.00%0.00%Q2 2021Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
ROPES WEALTH ADVISORS LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Verity Asset Management, Inc. 210.50%1.88%3.36%Q2 2019Q1 20203
Gotham Asset Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Matisse Capital 330.22%0.45%0.66%Q3 2021Q1 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.05%Q3 2022Q3 20233
Consolidated Portfolio Review Corp 330.51%0.62%0.72%Q1 2023Q3 20233
Fortis Advisors, LLC 330.03%0.20%0.28%Q4 2018Q2 20193
Whitegate Investment Counselors, Inc. 330.06%0.06%0.07%Q1 2021Q3 20213
Sequoia Financial Advisors, LLC 210.01%0.23%0.66%Q2 2016Q3 20223
Red Door Wealth Management, LLC 210.02%0.03%0.04%Q1 2020Q2 20213
Family Investment Center, Inc. 330.15%0.20%0.27%Q4 2022Q2 20233
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
EVERGREEN CAPITAL MANAGEMENT LLC 330.17%0.18%0.19%Q1 2021Q3 20213
East Coast Asset Management, LLC. 330.09%0.10%0.11%Q4 2012Q2 20133
Tandem Wealth Advisors LLC 330.13%0.83%2.14%Q4 2022Q2 20233
Pinnacle Wealth Management Group, Inc. 330.79%1.09%1.29%Q3 2022Q1 20233
First Heartland Consultants, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2020Q4 20212
Sanibel Captiva Investment Advisers, Inc. 220.24%0.24%0.25%Q1 2013Q2 20132
GeoWealth Management, LLC 110.01%0.38%0.75%Q3 2020Q1 20222
Larson Financial Group LLC 110.01%0.01%0.02%Q4 2019Q3 20232
Hound Partners 224.79%7.64%10.48%Q2 2023Q3 20232
Guild Investment Management, Inc. 221.29%1.33%1.37%Q2 2023Q3 20232
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q1 20202
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Kavar Capital Partners, LLC 220.01%0.01%0.02%Q4 2013Q1 20142
Tradewinds Capital Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
PagnatoKarp Partners LLC 110.18%0.23%0.28%Q1 2017Q4 20182
SANDERS MORRIS HARRIS LLC 220.06%0.07%0.08%Q1 2016Q2 20162
Apriem Advisors 220.01%0.01%0.02%Q2 2016Q3 20162
Summit Place Financial Advisors, LLC 223.74%4.32%4.91%Q4 2019Q1 20202
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
PACIFIC FINANCIAL GROUP INC 110.00%0.25%0.50%Q2 2013Q2 20142
BANK HAPOALIM BM 221.45%1.50%1.55%Q4 2022Q1 20232
Total Clarity Wealth Management, Inc. 110.06%0.09%0.12%Q2 2022Q4 20222
SWAN Capital LLC 110.64%0.72%0.81%Q1 2023Q3 20232
SkyOak Wealth, LLC 220.19%0.21%0.24%Q1 2020Q2 20202
Yoder Wealth Management, Inc. 220.16%0.17%0.18%Q1 2023Q2 20232
Allred Capital Management, LLC 110.02%0.03%0.04%Q4 2019Q1 20212
PATHSTONE FAMILY OFFICE, LLC 110.01%0.02%0.03%Q3 2020Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.29%0.61%0.94%Q2 2020Q3 20232
Glassy Mountain Advisors, Inc. 220.66%0.67%0.68%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Laurel Wealth Advisors, Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
Delphi Private Advisors LLC 220.04%0.06%0.07%Q4 2017Q1 20182
Peachtree Investment Partners, LLC 110.00%0.35%0.70%Q3 2019Q4 20202
TWO SIGMA INVESTMENTS, LP 220.01%0.01%0.02%Q2 2023Q3 20232
Savior LLC 220.01%0.01%0.01%Q1 2021Q2 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.07%0.08%0.09%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Precision Wealth Strategies, LLC 220.71%0.91%1.12%Q4 2020Q1 20212
Aspen Wealth Strategies, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20202
Wellington Shields Capital Management, LLC 220.04%0.05%0.05%Q3 2015Q4 20152
Coppell Advisory Solutions Corp. 220.02%0.06%0.10%Q4 2022Q1 20232
American Financial Network Advisory Services LLC 220.03%0.03%0.04%Q3 2017Q4 20172
Lloyd Advisory Services, LLC. 220.00%0.24%0.48%Q1 2020Q2 20202
Bleakley Financial Group, LLC 110.03%0.04%0.05%Q4 2022Q3 20232
Stillwater Capital Advisors, LLC 110.06%0.07%0.08%Q1 2014Q1 20152
Stanford Investment Group, Inc. 220.02%0.02%0.03%Q4 2014Q1 20152
Harvest Investment Services, LLC 220.12%0.12%0.13%Q3 2019Q4 20192
ROMANO BROTHERS AND COMPANY 110.02%0.11%0.19%Q4 2022Q3 20232
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
Retirement Group, LLC 220.01%0.02%0.04%Q2 2020Q3 20202
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q2 20232
Legacy Advisors, LLC 110.01%0.01%0.01%Q2 2018Q1 20192
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Gryphon Financial Partners LLC 110.02%0.02%0.03%Q2 2022Q2 20232
Robertson Stephens Wealth Management, LLC 220.05%0.05%0.06%Q3 2020Q4 20202
Private Portfolio Partners LLC 220.10%0.11%0.12%Q2 2023Q3 20232
PRELUDE CAPITAL MANAGEMENT, LLC 220.10%0.11%0.12%Q2 2023Q3 20232
Alera Investment Advisors, LLC 220.05%0.06%0.06%Q4 2018Q1 20192
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.18%0.20%0.21%Q2 2016Q3 20162
FundX Investment Group, LLC 221.22%1.37%1.52%Q1 2019Q2 20192
BHF RG Capital Inc. 220.14%0.15%0.15%Q1 2021Q2 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2021Q3 20212
Pinnacle Family Advisors, LLC 112.55%3.18%3.82%Q3 2017Q4 20182
PANORAMIC INVESTMENT ADVISORS, LLC 110.34%0.39%0.45%Q4 2022Q3 20232
Activest Wealth Management 220.35%0.36%0.36%Q3 2022Q4 20222
Narwhal Capital Management 220.07%0.07%0.08%Q2 2017Q3 20172
MERITAGE PORTFOLIO MANAGEMENT 110.28%0.33%0.39%Q2 2019Q3 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
DUNCKER STREETT & CO INC 220.00%0.00%0.00%Q4 2019Q1 20202
V Wealth Advisors LLC 220.04%0.04%0.04%Q4 2022Q1 20232
SageView Advisory Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.17%0.19%0.20%Q2 2023Q3 20232
Idaho Trust Bank 220.18%0.21%0.24%Q2 2023Q3 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
FLAGSTAR ADVISORS INC 220.39%0.40%0.41%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
FAIRFIELD, BUSH & CO. 110.00%0.00%0.01%Q2 2022Q2 20232
NewSquare Capital LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20192
OLD MISSION CAPITAL LLC 110.02%0.06%0.10%Q1 2020Q4 20212
Ocean Endowment Partners, LLC 220.34%0.55%0.75%Q3 2020Q4 20202
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.01%Q2 2023Q3 20232
INVERNESS COUNSEL LLC /NY/ 110.04%0.06%0.07%Q2 2013Q2 20142
LPWM LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.34%0.41%0.49%Q4 2019Q1 20202
Fusion Family Wealth LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Stadion Money Management, LLC 220.08%0.09%0.10%Q1 2014Q2 20142
Csenge Advisory Group 220.03%0.03%0.03%Q2 2023Q3 20232
Financial Advocates Investment Management 110.01%0.02%0.03%Q4 2017Q3 20212
Bellwether Advisors, LLC 110.02%0.02%0.02%Q1 2022Q4 20222
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.02%Q4 2014Q1 20152
Horrell Capital Management, Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
WESPAC Advisors SoCal, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
RBO & CO LLC 220.06%0.06%0.06%Q2 2018Q3 20182
Davis Capital Management 220.15%0.16%0.17%Q1 2020Q2 20202
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Ascent Group, LLC 220.41%0.44%0.46%Q4 2021Q1 20222
INVESTMENT HOUSE LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 221.17%2.13%3.08%Q4 2021Q1 20222
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Midwest Professional Planners, LTD. 110.01%0.01%0.01%Q4 2017Q4 20171
ORRSTOWN FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2017Q2 20171
Derbend Asset Management 111.05%1.05%1.05%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.05%0.05%0.05%Q1 2020Q1 20201
Compass Advisory Group LLC 110.13%0.13%0.13%Q1 2022Q1 20221
WESPAC Advisors, LLC 111.17%1.17%1.17%Q2 2013Q2 20131
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Fieldpoint Private Securities, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
ROBERTSON STEPHENS ADVISORS LLC 111.36%1.36%1.36%Q4 2016Q4 20161
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
MIZUHO SECURITIES USA LLC 110.34%0.34%0.34%Q3 2020Q3 20201
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Keystone Financial Planning, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Concorde Asset Management, LLC 110.28%0.28%0.28%Q3 2022Q3 20221
U S GLOBAL INVESTORS INC 110.23%0.23%0.23%Q3 2019Q3 20191
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.06%0.06%0.06%Q1 2019Q1 20191
DRW Securities, LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Texas Capital Bank Wealth Management Services Inc 110.03%0.03%0.03%Q4 2020Q4 20201
Allied Investment Advisors, LLC 113.98%3.98%3.98%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Truvestments Capital LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Taikang Asset Management (Hong Kong) Co Ltd 110.04%0.04%0.04%Q4 2017Q4 20171
Delta Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Itau Unibanco Holding S.A. 110.02%0.02%0.02%Q1 2017Q1 20171
MCDONALD PARTNERS LLC 111.17%1.17%1.17%Q4 2021Q4 20211
FLC Capital Advisors 110.08%0.08%0.08%Q3 2021Q3 20211
RPG Investment Advisory, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Legacy Financial Strategies, LLC 110.26%0.26%0.26%Q2 2018Q2 20181
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Better Money Decisions, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Zions Bancorporation, N.A. 110.02%0.02%0.02%Q4 2018Q4 20181
Virtus Fund Advisers, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Cooper Financial Group 110.13%0.13%0.13%Q4 2020Q4 20201
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Global Trust Asset Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
MARSHALL & SULLIVAN INC /WA/ 110.01%0.01%0.01%Q2 2022Q2 20221
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2019Q1 20191
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
L.M. KOHN & COMPANY 110.12%0.12%0.12%Q4 2022Q4 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CLEARY GULL INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aureus Asset Management, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Fernwood Investment Management, LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST HORIZON CORP 110.04%0.04%0.04%Q2 2013Q2 20131
BCS Wealth Management 110.10%0.10%0.10%Q1 2023Q1 20231
NIEMANN CAPITAL MANAGEMENT INC 111.66%1.66%1.66%Q4 2019Q4 20191
Weiss Multi-Strategy Advisers LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
MidWestOne Financial Group, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
COMMERCE BANK 110.01%0.01%0.01%Q4 2019Q4 20191
Spearhead Capital Advisors, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Financial, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2021Q3 20211
Aspire Private Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
D. SCOTT NEAL, INC. 110.13%0.13%0.13%Q1 2023Q1 20231
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FNY Investment Advisers, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Insight Folios Inc 110.27%0.27%0.27%Q4 2019Q4 20191
Tidal Investments LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
NEXT Financial Holdings 110.73%0.73%0.73%Q1 2019Q1 20191
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
Pallas Capital Advisors LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.05%0.05%0.05%Q1 2023Q1 20231
STAPP WEALTH MANAGEMENT, PLLC 113.33%3.33%3.33%Q2 2023Q2 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Diversified, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
HC Advisors, LLC 111.24%1.24%1.24%Q1 2020Q1 20201
Horizon Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.01%0.01%0.01%Q2 2019Q2 20191
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RGT Wealth Advisors, LLC 110.13%0.13%0.13%Q3 2016Q3 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Hilltop Holdings Inc. 110.15%0.15%0.15%Q3 2021Q3 20211
J.P. Turner & Co Capital Mnagement, LLC 110.26%0.26%0.26%Q4 2014Q4 20141
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2023Q2 20231
ForthRight Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
WIN ADVISORS, INC 110.18%0.18%0.18%Q4 2021Q4 20211
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Sterling Financial Planning, Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Invesco Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.05%0.05%0.05%Q3 2017Q3 20171
Transparent Wealth Partners LLC 112.39%2.39%2.39%Q1 2022Q1 20221
Vident Investment Advisory, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Asset Planning Services, Ltd. 110.11%0.11%0.11%Q3 2020Q3 20201
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
NWAM LLC 110.02%0.02%0.02%Q1 2022Q1 20221
LS Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capital Directions Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Robbie L. Kennerson P.A., Inc. 116.30%6.30%6.30%Q4 2022Q4 20221
Redhawk Wealth Advisors, Inc. 113.64%3.64%3.64%Q2 2019Q2 20191
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Zurcher Kantonalbank (Zurich Cantonalbank) 110.20%0.20%0.20%Q1 2016Q1 20161
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
SOUTHERN CAPITAL ADVISORS, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Compass Ion Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q4 2022Q4 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.08%0.08%0.08%Q2 2016Q2 20161
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Visium Asset Management, LP 110.04%0.04%0.04%Q1 2015Q1 20151
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Empowered Funds, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
RNC CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Crow Point Partners, LLC 110.07%0.07%0.07%Q3 2017Q3 20171
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2014Q1 20141
Parisi Gray Wealth Management 110.01%0.01%0.01%Q2 2021Q2 20211
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2013Q2 20131
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
DSC Advisors, L.P. 110.08%0.08%0.08%Q4 2012Q4 20121
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Secrest Blakey & Associates, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Measured Wealth Private Client Group, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
FIC CAPITAL INC 110.08%0.08%0.08%Q2 2014Q2 20141
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
BALLAST ADVISORS LLC 110.01%0.01%0.01%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
CLARK FINANCIAL SERVICES GROUP INC /BD 112.11%2.11%2.11%Q3 2022Q3 20221
Busey Bank 110.01%0.01%0.01%Q4 2022Q4 20221
GREENLEAF TRUST 110.00%0.00%0.00%Q3 2017Q3 20171
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
HOWARD WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2014Q1 20141
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TOEWS CORP /ADV 114.44%4.44%4.44%Q4 2014Q4 20141
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Godshalk Welsh Capital Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Cleary Gull Holdings Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q3 2023Q3 20231
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 110.10%0.10%0.10%Q1 2014Q1 20141
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 118.63%8.63%8.63%Q3 2022Q3 20221
Trexquant Investment LP 110.03%0.03%0.03%Q2 2021Q2 20211
Fragasso Group Inc. 110.06%0.06%0.06%Q1 2020Q1 20201
LGT Financial Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Index Management Solutions, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q4 2022Q4 20221
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Global Investments 110.37%0.37%0.37%Q1 2019Q1 20191
MPS Loria Financial Planners, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
INHERENT GROUP, LP 111.84%1.84%1.84%Q1 2020Q1 20201
Private Ocean, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Stearns Financial Services Group 110.00%0.00%0.00%Q1 2020Q1 20201
Regis Management CO LLC 110.08%0.08%0.08%Q4 2016Q4 20161
CABANA LLC 1111.45%11.45%11.45%Q1 2022Q1 20221
Northstar Advisory Group, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Centiva Capital, LP 110.04%0.04%0.04%Q4 2017Q4 20171
Next Level Private LLC 110.14%0.14%0.14%Q2 2022Q2 20221
KRS Capital Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Maltin Wealth Management, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
External links

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