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 2023104
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.10%Q2 2013Q3 202343
Veritable, L.P. 43430.01%0.11%0.24%Q4 2012Q2 202343
Cutler Group LLC / CA 610.00%0.00%0.02%Q4 2015Q2 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.64%1.05%1.59%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.03%0.09%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.24%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.04%0.10%0.17%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
WBH ADVISORY INC 3830.32%0.89%9.07%Q2 2013Q3 202341
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
Bragg Financial Advisors, Inc 22190.02%0.05%0.11%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.04%0.21%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 3470.00%0.02%0.11%Q2 2013Q3 202341
Beacon Capital Management, Inc. 40400.01%5.14%8.02%Q4 2013Q3 202340
BAILARD, INC. 3190.02%0.11%0.26%Q3 2013Q3 202340
UBS Group AG 36360.00%0.02%0.05%Q4 2014Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.10%0.19%0.31%Q4 2013Q3 202340
Johnson Financial Group, Inc. 40400.00%0.04%0.13%Q4 2013Q3 202340
HUNTINGTON NATIONAL BANK 2980.00%0.01%0.03%Q1 2009Q3 202339
Private Advisor Group, LLC 3630.00%0.03%0.08%Q4 2013Q3 202339
TRUST CO OF OKLAHOMA 26130.46%0.80%1.20%Q4 2013Q3 202339
DOWLING & YAHNKE LLC 38380.25%0.86%1.50%Q2 2013Q3 202238
GOLDMAN SACHS GROUP INC 2310.00%0.00%0.01%Q1 2012Q3 202338
Cambridge Investment Research Advisors, Inc. 37370.01%0.01%0.02%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.14%0.34%0.57%Q2 2013Q2 202237
Advisory Services Network, LLC 2710.00%0.02%0.09%Q4 2013Q3 202336
RAYMOND JAMES & ASSOCIATES 35350.00%0.02%0.09%Q1 2015Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1410.00%0.06%0.38%Q2 2013Q4 202235
Tower Research Capital LLC (TRC) 1140.00%0.10%0.85%Q1 2014Q3 202335
Archford Capital Strategies, LLC 34340.05%0.47%1.06%Q1 2014Q2 202234
M&T BANK CORP 1630.00%0.06%0.10%Q2 2013Q3 202334
JPMORGAN CHASE & CO 3220.00%0.03%0.08%Q1 2015Q3 202334
BANK OF MONTREAL /CAN/ 1810.00%0.00%0.04%Q4 2013Q3 202333
Sabal Trust CO 32320.07%0.12%0.17%Q4 2015Q3 202332
MASSMUTUAL TRUST CO FSB/ADV 2930.00%0.10%0.22%Q4 2015Q4 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
Carroll Financial Associates, Inc. 3010.00%0.00%0.01%Q1 2014Q4 202131
Allworth Financial LP 31310.00%0.00%0.00%Q1 2016Q3 202331
Private Wealth Advisors, Inc. 31310.24%0.39%0.57%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
SPINNAKER TRUST 20100.06%0.66%2.08%Q1 2016Q3 202330
CWM, LLC 2280.00%0.00%0.02%Q1 2016Q3 202330
Parsec Financial Management, Inc. 30300.02%0.08%0.18%Q4 2015Q1 202330
FIRST FINANCIAL CORP /IN/ 30300.46%1.51%2.70%Q2 2016Q3 202330
JANE STREET GROUP, LLC 710.00%0.01%0.04%Q2 2014Q3 202329
RiverFront Investment Group, LLC 1510.02%0.59%2.52%Q2 2010Q2 202229
Raymond James Financial Services Advisors, Inc. 1440.01%0.05%0.13%Q1 2016Q3 202329
SYNOVUS FINANCIAL CORP 29290.01%0.02%0.04%Q3 2016Q3 202329
Janney Montgomery Scott LLC 29290.00%0.03%0.05%Q3 2016Q3 202329
Personal Capital Advisors Corp 29290.01%0.08%0.12%Q4 2015Q4 202229
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.00%0.00%0.00%Q3 2016Q3 202329
Plante Moran Financial Advisors, LLC 2810.00%0.00%0.01%Q4 2015Q2 202329
Pinnacle Advisory Group, Inc. 1540.02%0.05%0.14%Q2 2013Q1 202128
Cetera Advisor Networks LLC 1410.00%0.02%0.10%Q4 2014Q3 202328
STIFEL FINANCIAL CORP 2080.00%0.02%0.05%Q4 2015Q3 202328
J.P. Morgan Private Wealth Advisors LLC 28280.00%0.01%0.06%Q4 2016Q3 202328
Heritage Trust Co 27270.19%0.51%1.11%Q1 2017Q3 202327
Exchange Capital Management, Inc. 27270.01%0.60%1.02%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.04%0.15%Q2 2013Q4 201927
CAPTRUST FINANCIAL ADVISORS 2610.00%0.02%0.16%Q1 2016Q3 202327
FMR LLC 2160.00%0.00%0.00%Q3 2015Q3 202327
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.02%Q3 2013Q3 202327
GLENMEDE TRUST CO NA 2020.00%0.00%0.00%Q3 2015Q3 202327
Boltwood Capital Management 2160.10%0.29%1.41%Q4 2016Q4 202327
Global Retirement Partners, LLC 2070.00%0.01%0.11%Q4 2016Q3 202327
Simmons Bank 27270.06%0.09%0.12%Q1 2017Q3 202327
First Allied Advisory Services, Inc. 1970.01%0.02%0.06%Q4 2013Q3 202026
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.01%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.05%Q2 2017Q3 202326
Gradient Investments LLC 2410.00%0.00%0.00%Q3 2016Q3 202326
Anchor Investment Management, LLC 26260.01%0.02%0.02%Q3 2017Q4 202326
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.02%Q4 2016Q3 202326
D.A. DAVIDSON & CO. 1880.00%0.01%0.02%Q2 2015Q3 202326
FIFTH THIRD SECURITIES, INC. 14110.03%0.32%1.10%Q1 2016Q3 202325
AlphaMark Advisors, LLC 2410.00%0.00%0.00%Q2 2013Q3 202325
Stratos Wealth Partners, LTD. 2120.00%0.10%0.16%Q2 2016Q3 202325
IHT Wealth Management, LLC 1960.02%0.08%0.17%Q4 2016Q3 202325
AE Wealth Management LLC 1780.00%0.04%0.22%Q4 2016Q3 202325
BDO Wealth Advisors, LLC 25250.04%0.11%0.26%Q2 2017Q2 202325
NOMURA ASSET MANAGEMENT CO LTD 1050.00%0.01%0.02%Q2 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.06%0.10%Q4 2017Q3 202324
Citadel Advisors 1010.00%0.00%0.00%Q4 2014Q3 202324
Atria Investments, Inc 1330.02%0.09%0.22%Q4 2016Q3 202324
CYPRESS CAPITAL MANAGEMENT LLC 24240.05%0.08%0.13%Q4 2016Q3 202224
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.19%0.93%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.01%0.15%0.23%Q2 2013Q1 201924
Hudock, Inc. 1670.00%0.00%0.01%Q1 2015Q3 202223
ATLAS CAPITAL ADVISORS LLC 23230.15%0.61%1.03%Q1 2018Q3 202323
HighTower Advisors, LLC 1120.00%0.02%0.04%Q2 2013Q3 202323
Patriot Financial Group Insurance Agency, LLC 2120.00%0.01%0.06%Q2 2017Q2 202323
Bank of New York Mellon Corp 1430.00%0.00%0.00%Q2 2017Q3 202323
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q3 2017Q3 202322
FINANCIAL COUNSELORS INC 1310.01%0.01%0.02%Q2 2016Q1 202222
Parallel Advisors, LLC 2110.00%0.01%0.03%Q2 2017Q3 202322
CITY HOLDING CO 22220.00%0.02%0.03%Q1 2016Q2 202122
Capital Advisors, Ltd. LLC 1830.00%0.07%0.12%Q4 2014Q3 202221
AdvisorNet Financial, Inc 1290.00%0.01%0.03%Q4 2017Q3 202321
VISTA INVESTMENT MANAGEMENT 21210.42%1.05%1.35%Q3 2018Q3 202321
KCM INVESTMENT ADVISORS LLC 21210.28%0.99%1.45%Q3 2018Q3 202321
JAMES INVESTMENT RESEARCH INC 1830.00%0.00%0.00%Q3 2016Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.02%0.03%Q3 2018Q3 202321
Goelzer Investment Management, Inc. 1710.02%0.03%0.05%Q1 2013Q3 202320
BB&T SECURITIES, LLC 20200.01%0.03%0.10%Q4 2014Q3 201920
NEXT Financial Group, Inc 1410.01%0.23%0.71%Q3 2016Q4 202120
Ledyard National Bank 1280.00%0.01%0.06%Q2 2013Q4 201820
RPG Investment Advisory, LLC 1910.02%0.04%0.06%Q4 2017Q2 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.15%1.63%2.67%Q4 2018Q3 202320
Full Sail Capital, LLC 20201.83%2.62%3.49%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
DUBUQUE BANK & TRUST CO 1610.01%0.42%0.80%Q2 2014Q3 202220
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1460.00%0.00%0.00%Q2 2013Q4 202020
Callan Capital, LLC 20200.23%0.90%1.64%Q4 2018Q3 202320
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2016Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.05%Q1 2019Q3 202319
Kistler-Tiffany Companies, LLC 19190.01%0.03%0.05%Q4 2018Q2 202319
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2013Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Transamerica Financial Advisors, Inc. 1010.00%0.00%0.03%Q3 2014Q1 202319
TIEDEMANN ADVISORS, LLC 19190.01%0.04%0.07%Q1 2019Q3 202319
APPLETON PARTNERS INC/MA 19190.04%0.11%0.15%Q2 2019Q4 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.01%0.03%Q1 2019Q3 202319
Snowden Capital Advisors LLC 1010.03%0.06%0.09%Q4 2017Q3 202319
Baird Financial Group, Inc. 1510.00%0.01%0.07%Q4 2017Q3 202319
Evolution Wealth Advisors, LLC 1720.07%0.23%2.21%Q4 2018Q3 202319
NORTHSTAR ASSET MANAGEMENT Co LLC 19190.11%0.68%1.08%Q1 2019Q3 202319
CAPITAL MANAGEMENT CORP /VA 18180.06%0.08%0.09%Q2 2019Q3 202318
INTERACTIVE FINANCIAL ADVISORS, INC. 18180.01%0.13%0.22%Q2 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 1710.00%0.00%0.01%Q4 2015Q3 202318
Evercore Wealth Management, LLC 1260.00%0.00%0.00%Q2 2013Q4 201718
Dorsey & Whitney Trust CO LLC 18180.12%0.21%0.33%Q2 2019Q3 202318
THRIVENT FINANCIAL FOR LUTHERANS 18180.00%0.00%0.00%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
WHITTIER TRUST CO 1620.00%0.00%0.01%Q4 2014Q2 202218
Alexandria Capital, LLC 18180.01%0.01%0.01%Q2 2013Q3 201718
MUFG Americas Holdings Corp 820.00%0.00%0.01%Q1 2011Q3 202217
Mutual Advisors, LLC 1430.01%0.02%0.03%Q2 2019Q3 202317
CONDOR CAPITAL MANAGEMENT 1510.03%0.05%0.12%Q4 2015Q3 202317
Voya Financial Advisors, Inc. 1520.02%0.03%0.09%Q1 2016Q4 202017
WFG Advisors, LP 17170.01%0.04%0.10%Q2 2013Q2 201717
Glassman Wealth Services 1210.00%0.01%0.02%Q4 2018Q3 202317
BROWN ADVISORY INC 1340.00%0.00%0.00%Q2 2019Q3 202317
BlackRock Inc. 1110.00%0.00%0.00%Q1 2017Q3 202317
1832 Asset Management L.P. 17170.00%0.00%0.01%Q3 2019Q3 202317
FIRST BUSINESS FINANCIAL SERVICES, INC. 1520.05%0.38%3.48%Q3 2016Q3 202317
Advocacy Wealth Management Services, LLC 1520.00%0.00%0.02%Q1 2016Q2 202217
Royal Fund Management, LLC 1410.00%0.60%1.02%Q4 2016Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 16160.07%0.16%0.28%Q4 2018Q3 202216
TRUIST FINANCIAL CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
Autus Asset Management, LLC 16160.09%0.11%0.14%Q1 2019Q4 202216
Advisors Capital Management, LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Zurich Insurance Group Ltd/FI 1510.09%0.14%0.23%Q4 2018Q3 202316
HighMark Wealth Management LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
INVESTMENT MANAGEMENT OF VIRGINIA LLC 16160.32%0.70%1.11%Q2 2019Q1 202316
Bank of Marin 16160.43%1.33%1.57%Q4 2019Q3 202316
CHEMICAL BANK 1240.02%0.03%0.08%Q2 2015Q2 201916
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.68%2.29%3.22%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.01%0.10%0.18%Q1 2020Q3 202315
First PREMIER Bank 15150.02%0.04%0.05%Q1 2020Q3 202315
Axiom Financial Strategies, LLC 15151.77%2.42%3.10%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.06%Q2 2016Q4 201915
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
BREWIN DOLPHIN LTD 15150.00%0.00%0.00%Q4 2018Q2 202215
MSI Financial Services Inc 15150.00%0.02%0.06%Q2 2013Q4 201615
Jacobi Capital Management LLC 1410.00%0.00%0.00%Q3 2016Q3 202115
CVA Family Office, LLC 15150.12%0.39%0.61%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 1320.01%0.02%0.04%Q1 2016Q3 202315
Spearhead Capital Advisors, LLC 1410.05%0.11%0.20%Q3 2018Q2 202215
Keel Point, LLC 910.04%0.33%2.71%Q4 2015Q3 202315
Ameritas Investment Partners, Inc. 14140.00%0.00%0.00%Q3 2019Q4 202214
Sigma Planning Corp 920.01%0.04%0.06%Q1 2016Q3 202314
Timber Hill LLC 410.00%0.02%0.21%Q2 2013Q4 201714
SG Americas Securities, LLC 610.00%0.01%0.06%Q2 2013Q3 201814
Private Capital Group, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
FIRST MANHATTAN CO. LLC. 1110.00%0.00%0.00%Q2 2017Q3 202314
Triangle Securities Wealth Management 14140.11%0.18%0.36%Q2 2020Q3 202314
RESOURCES MANAGEMENT CORP /CT/ /ADV 860.00%0.01%0.13%Q1 2020Q3 202314
ASSETMARK, INC 710.00%0.00%0.03%Q3 2013Q3 202314
FIRST NATIONAL CORP /MA/ /ADV 630.05%0.38%1.16%Q4 2018Q3 202314
LBA Wealth Management, LLC 14140.31%0.39%0.51%Q4 2013Q1 201714
OLD NATIONAL BANCORP /IN/ 14140.01%0.02%0.05%Q2 2014Q3 201714
Evensky & Katz LLC 14140.00%2.55%4.04%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.03%0.38%0.49%Q2 2013Q3 201614
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.02%0.05%Q2 2013Q3 201614
STEPHENS INC /AR/ 14140.01%0.01%0.01%Q3 2018Q4 202114
Wealth Alliance 14140.04%0.07%0.10%Q2 2020Q3 202314
Winslow, Evans & Crocker, Inc. 1220.00%0.00%0.00%Q4 2013Q2 201714
PRIVATE TRUST CO NA 760.00%0.01%0.01%Q1 2013Q3 202313
OPPENHEIMER & CO INC 1030.01%0.01%0.02%Q4 2017Q3 202313
SUNTRUST BANKS INC 13130.00%0.01%0.01%Q3 2016Q3 201913
Visionary Asset Management, Inc. 910.08%0.77%1.03%Q4 2014Q3 201813
Prospera Financial Services Inc 13130.01%0.02%0.03%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.03%0.05%0.10%Q2 2013Q2 201613
Founders Financial Alliance, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Country Club Trust Company, n.a. 1210.04%0.06%0.08%Q4 2016Q4 202113
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.02%0.04%Q3 2020Q3 202313
Lindbrook Capital, LLC 850.01%0.01%0.02%Q2 2020Q3 202313
Madden Advisory Services, Inc. 710.01%0.05%0.17%Q2 2013Q2 201913
CULLEN/FROST BANKERS, INC. 1030.00%0.00%0.00%Q1 2019Q4 202213
WOODMONT INVESTMENT COUNSEL LLC 760.05%0.09%0.11%Q4 2014Q1 201813
INVESTMENT CENTERS OF AMERICA INC 13130.03%0.04%0.06%Q3 2014Q3 201713
TIAA, FSB 13130.00%0.01%0.04%Q2 2020Q2 202313
INGALLS & SNYDER LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
WATERS PARKERSON & CO., LLC 910.01%0.03%0.07%Q4 2015Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Institute for Wealth Management, LLC. 1030.13%0.16%0.18%Q2 2019Q3 202313
180 WEALTH ADVISORS, LLC 13130.04%0.09%0.14%Q1 2019Q1 202213
Estate Counselors, LLC 13130.01%1.26%1.84%Q3 2018Q3 202113
Endurance Wealth Management, Inc. 1030.00%0.00%0.01%Q2 2015Q2 202313
Praetorian Wealth Management, Inc. 13130.14%1.33%1.84%Q3 2020Q3 202313
Clearstead Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
PEAPACK GLADSTONE FINANCIAL CORP 12120.04%0.06%0.09%Q4 2020Q3 202312
LEAVELL INVESTMENT MANAGEMENT, INC. 810.02%0.03%0.04%Q2 2010Q3 202312
Baker Avenue Asset Management, LP 840.01%0.02%0.02%Q3 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.04%Q4 2018Q3 202112
Bison Wealth, LLC 1110.03%0.04%0.12%Q2 2015Q2 202212
Madrona Financial Services, LLC 12120.12%1.20%2.80%Q4 2020Q3 202312
RBA Wealth Management, LLC 840.24%0.30%0.37%Q1 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.01%Q3 2019Q3 202212
Renaissance Technologies 440.00%0.00%0.00%Q2 2020Q3 202312
USA FINANCIAL FORMULAS 510.05%0.20%1.05%Q2 2016Q4 202112
COMMERCE BANK 810.00%0.00%0.00%Q4 2017Q3 202312
First Horizon Advisors, Inc. 910.00%0.00%0.01%Q3 2015Q3 202312
BOYS ARNOLD & CO INC 1020.05%0.07%0.08%Q3 2015Q3 201812
IEQ CAPITAL, LLC 710.01%0.04%0.08%Q4 2019Q3 202312
Brinker Capital Investments, LLC 510.00%0.03%0.11%Q1 2017Q4 202212
55I, LLC 1110.09%0.26%0.93%Q3 2019Q3 202212
FDx Advisors, Inc. 910.01%0.05%0.22%Q2 2013Q3 201712
Aptus Capital Advisors, LLC 750.00%0.00%0.04%Q2 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.08%0.41%0.88%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 840.10%0.24%0.42%Q3 2020Q3 202312
Kore Private Wealth LLC 1110.01%0.13%0.38%Q4 2018Q1 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
FORESTERS ASSET MANAGEMENT INC. 12120.04%0.05%0.07%Q3 2016Q2 201912
BESSEMER GROUP INC 310.00%0.00%0.00%Q2 2013Q3 202311
MOTCO 11110.00%0.00%0.00%Q2 2016Q4 201811
Bray Capital Advisors 520.00%0.10%0.33%Q2 2015Q3 202311
Ellis Investment Partners, LLC 11110.01%0.02%0.02%Q1 2020Q3 202211
MATRIX PRIVATE CAPITAL GROUP LLC 830.00%0.12%0.34%Q4 2020Q3 202311
MEITAV INVESTMENT HOUSE LTD 740.31%1.64%3.63%Q4 2017Q3 202011
Campion Asset Management 11111.01%1.57%2.16%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.04%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.12%0.13%0.17%Q1 2014Q1 201711
Cetera Investment Advisers 740.00%0.04%0.09%Q4 2020Q3 202311
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2015Q2 202311
YorkBridge Wealth Partners, LLC 11110.02%0.02%0.03%Q4 2016Q2 201911
Hennion & Walsh Asset Management, Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.12%0.45%Q1 2021Q3 202311
Carmichael Hill & Associates, Inc. 11110.04%0.07%0.16%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.02%Q1 2021Q3 202311
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 920.12%0.23%0.45%Q3 2016Q1 202211
Maltin Wealth Management, Inc. 610.01%0.16%0.22%Q4 2019Q3 202311
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 830.03%0.30%0.62%Q3 2013Q3 201611
Wellington Shields Capital Management, LLC 740.03%0.06%0.10%Q4 2018Q3 202311
MISSION WEALTH MANAGEMENT, LP 11110.01%0.02%0.02%Q1 2021Q3 202311
LUCAS CAPITAL MANAGEMENT 510.50%1.01%1.94%Q2 2017Q4 202011
Pacific Center for Financial Services 11110.00%0.00%0.00%Q4 2016Q2 201911
PITTENGER & ANDERSON INC 11110.00%0.00%0.00%Q2 2014Q4 201611
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
First Heartland Consultants, Inc. 10100.05%0.23%0.37%Q3 2014Q4 201610
ATTICUS WEALTH MANAGEMENT, LLC 820.00%0.10%0.15%Q2 2020Q3 202310
SCOTIA CAPITAL INC. 10100.00%0.01%0.02%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.00%0.00%0.01%Q1 2021Q3 202310
Orion Portfolio Solutions, LLC 430.00%0.01%0.03%Q4 2019Q3 202310
EXCHANGE TRADED CONCEPTS, LLC 640.02%0.65%5.73%Q2 2020Q4 202310
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 10100.04%0.04%0.05%Q4 2018Q1 202110
VSR Financial Services, Inc. 10100.02%0.05%0.08%Q1 2014Q2 201610
Trexquant Investment LP 710.01%0.03%0.09%Q4 2019Q4 202210
Cetera Advisors LLC 610.01%0.02%0.04%Q1 2019Q3 202310
First Bancorp, Inc /ME/ 910.40%0.80%1.29%Q1 2021Q3 202310
Arkadios Wealth Advisors 10100.03%0.05%0.07%Q4 2019Q1 202210
Accel Wealth Management 10100.02%0.04%0.06%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.02%0.06%0.09%Q1 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.04%0.10%0.19%Q2 2021Q3 202310
Grace Capital 910.42%0.77%2.04%Q1 2019Q3 202110
Tatro Capital, LLC 10102.34%4.35%6.14%Q4 2019Q1 202210
Capital Investment Advisory Services, LLC 510.00%0.00%0.00%Q4 2018Q3 202310
WHITTIER TRUST CO OF NEVADA INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Front Row Advisors LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Abbot Financial Management, Inc. 730.12%0.13%0.15%Q3 2020Q3 202310
SIGNATUREFD, LLC 610.00%0.01%0.02%Q1 2015Q4 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.05%0.17%Q2 2018Q3 202010
OneDigital Investment Advisors LLC 550.03%0.13%0.33%Q2 2017Q4 201910
Cordasco Financial Network 820.00%0.01%0.01%Q4 2018Q1 202210
JONES FINANCIAL COMPANIES LLLP 10100.00%0.00%0.00%Q2 2021Q3 202310
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 10100.00%0.00%0.01%Q1 2020Q2 202210
FIRST NATIONAL TRUST CO 910.03%0.05%0.07%Q2 2013Q4 201510
HOLLENCREST CAPITAL MANAGEMENT 320.06%0.61%1.16%Q4 2013Q2 20179
Karp Capital Management Corp 990.86%1.43%2.21%Q4 2014Q4 20169
Disciplined Investments, LLC 990.01%0.01%0.02%Q2 2021Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.07%0.15%Q2 2013Q2 20159
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.00%Q2 2016Q2 20189
WEDBUSH SECURITIES INC 990.02%0.02%0.03%Q2 2020Q2 20229
Narus Financial Partners, LLC 420.23%0.72%1.46%Q4 2016Q3 20239
BRIGHTON JONES LLC 630.01%0.01%0.02%Q4 2020Q3 20239
Lattice Strategies LLC 610.16%0.21%0.26%Q1 2014Q2 20179
Realta Investment Advisors 410.01%0.02%0.08%Q1 2019Q3 20239
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 630.00%0.01%0.03%Q1 2014Q3 20169
Meridian Wealth Management, LLC 990.02%0.03%0.04%Q4 2020Q4 20229
Sargent Bickham Lagudis LLC 720.00%0.00%0.00%Q1 2016Q4 20229
Invst, LLC 711.34%1.88%2.95%Q3 2019Q3 20239
Affiance Financial, LLC 990.05%0.06%0.06%Q4 2019Q4 20219
Simplicity Solutions, LLC 630.01%0.03%0.08%Q3 2019Q3 20239
Joseph P. Lucia & Associates, LLC 420.00%0.01%0.01%Q4 2019Q2 20229
B. Riley Wealth Management, Inc. 990.00%0.24%1.05%Q1 2014Q1 20169
Stonebridge Financial Planning Group, LLC 990.01%0.04%0.14%Q4 2019Q4 20219
Tranquilli Financial Advisor LLC 631.52%2.80%3.85%Q4 2020Q3 20239
GeoWealth Management, LLC 990.03%0.14%0.35%Q2 2020Q2 20229
ACCESS FINANCIAL SERVICES, INC. 710.78%0.96%1.59%Q3 2021Q3 20238
Homrich & Berg 620.01%0.01%0.02%Q3 2019Q3 20218
Venturi Wealth Management, LLC 530.00%0.09%0.20%Q3 2017Q3 20238
Quantitative Advantage, LLC 440.68%1.10%1.94%Q2 2019Q3 20218
PGIM Custom Harvest LLC 442.18%4.12%5.44%Q4 2020Q3 20238
Mission Creek Capital Partners, Inc. 530.04%0.06%0.08%Q1 2021Q3 20238
Cornerstone Wealth Management, LLC 420.01%0.02%0.03%Q2 2018Q3 20238
NorthCrest Asset Manangement, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q1 2013Q2 20188
HB Wealth Management, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Curran Financial Partners, LLC 411.43%2.84%3.80%Q4 2020Q3 20238
FLOW TRADERS U.S. LLC 620.04%0.12%0.35%Q2 2020Q2 20238
MARSHALL WACE, LLP 410.00%0.01%0.02%Q1 2019Q3 20228
Advisors Preferred, LLC 310.01%0.83%2.93%Q4 2013Q2 20208
BOSTON ADVISORS LLC 440.01%0.03%0.05%Q2 2017Q3 20198
Cribstone Capital Management, LLC 620.00%0.10%0.81%Q2 2016Q4 20228
Ameritas Investment Company, LLC 320.03%0.92%2.40%Q4 2018Q3 20218
TELEMUS CAPITAL, LLC 610.02%0.04%0.06%Q1 2020Q4 20228
Faithward Advisors, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
CX Institutional 410.00%0.05%0.14%Q4 2018Q3 20238
Chevy Chase Trust Holdings, LLC 410.00%0.00%0.00%Q4 2019Q3 20238
WARNER FINANCIAL, INC 880.17%0.21%0.28%Q4 2021Q3 20238
Kestra Advisory Services, LLC 880.00%0.02%0.03%Q4 2020Q3 20228
City State Bank 880.01%0.02%0.02%Q4 2021Q3 20238
MCF Advisors LLC 880.01%0.01%0.01%Q2 2016Q1 20188
Tower View Wealth Management LLC 880.01%0.01%0.01%Q3 2021Q2 20238
Missouri Trust & Investment Co 880.16%0.19%0.25%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
HORIZON BANCORP INC /IN/ 440.05%0.13%0.20%Q4 2019Q3 20238
Ten Capital Wealth Advisors, LLC 880.04%0.06%0.09%Q3 2021Q2 20238
Castleview Partners, LLC 610.00%0.01%0.02%Q2 2021Q3 20238
Capital Asset Advisory Services LLC 880.01%0.02%0.04%Q4 2019Q3 20218
Integrity Financial Corp /WA 880.02%0.03%0.04%Q4 2021Q3 20238
Thomasville National Bank 420.02%0.03%0.04%Q1 2017Q3 20218
Sowell Financial Services LLC 710.01%0.02%0.05%Q3 2019Q1 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.00%0.01%Q4 2020Q1 20238
Family Firm, Inc. 710.06%0.08%0.09%Q4 2019Q4 20218
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Tradition Wealth Management, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
SHINE INVESTMENT ADVISORY SERVICES INC 880.00%0.00%0.00%Q4 2018Q3 20208
WOODWARD DIVERSIFIED CAPITAL, LLC 430.74%0.84%0.93%Q4 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 770.03%0.07%0.13%Q1 2022Q3 20237
Source Financial Advisors LLC 770.08%0.09%0.09%Q4 2020Q2 20227
SOUTH GEORGIA CAPITAL, LLC 770.03%0.05%0.07%Q1 2014Q3 20157
MONETARY MANAGEMENT GROUP INC 520.00%0.01%0.01%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
PROFFITT & GOODSON INC 770.00%0.00%0.00%Q3 2018Q1 20207
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Aspire Private Capital, LLC 770.02%0.05%0.08%Q3 2019Q1 20217
Avitas Wealth Management LLC 520.10%0.39%1.53%Q4 2018Q3 20227
CORBYN INVESTMENT MANAGEMENT INC/MD 770.08%0.14%0.19%Q4 2020Q2 20227
ADIRONDACK TRUST CO 770.00%0.00%0.01%Q3 2021Q1 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.05%0.08%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
MAI Capital Management 770.00%0.01%0.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
Brown Miller Wealth Management, LLC 770.22%0.27%0.33%Q4 2020Q2 20227
Integrated Wealth Management 770.03%0.03%0.04%Q1 2015Q3 20167
ENTERPRISE FINANCIAL SERVICES CORP 520.00%0.02%0.03%Q1 2017Q1 20207
TCF National Bank 770.08%0.14%0.22%Q3 2019Q1 20217
SAXON INTERESTS, INC. 770.39%1.44%3.05%Q4 2021Q2 20237
Bradley & Co. Private Wealth Management, LLC 770.02%0.02%0.03%Q1 2021Q3 20227
Archer Investment Corp 770.00%0.00%0.00%Q1 2022Q3 20237
Selective Wealth Management, Inc. 770.01%0.01%0.02%Q1 2021Q3 20227
One Charles Private Wealth Services, LLC 510.15%0.22%0.30%Q3 2021Q3 20237
20/20 Capital Management, Inc. 770.46%0.53%0.59%Q4 2019Q2 20217
Armor Investment Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 430.03%0.04%0.07%Q4 2021Q3 20237
PENOBSCOT WEALTH MANAGEMENT 770.52%0.57%0.64%Q1 2022Q3 20237
XPONANCE, INC. 770.15%2.05%4.40%Q1 2016Q3 20177
TWO SIGMA SECURITIES, LLC 110.00%0.04%0.17%Q3 2017Q1 20237
Stephens Consulting, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.05%0.09%0.14%Q2 2021Q4 20227
Lenox Wealth Management, Inc. 610.00%0.00%0.01%Q4 2015Q1 20187
AlphaStar Capital Management, LLC 770.07%0.08%0.08%Q3 2021Q1 20237
COUNTRY CLUB BANK /GFN 770.05%0.06%0.12%Q1 2022Q3 20237
Joel Isaacson & Co., LLC 610.00%0.00%0.01%Q3 2015Q4 20217
Blue Fin Capital, Inc. 770.11%0.18%0.31%Q1 2022Q3 20237
Virtu Financial LLC 210.02%0.09%0.28%Q2 2016Q4 20197
Astor Investment Management LLC 410.51%1.52%2.26%Q3 2019Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.05%0.14%Q1 2022Q3 20237
Blackston Financial Advisory Group, LLC 770.70%0.96%1.46%Q4 2021Q2 20237
BLB&B Advisors, LLC 610.04%0.05%0.06%Q2 2016Q4 20227
Ameritas Advisory Services, LLC 610.02%0.50%1.74%Q4 2021Q3 20237
Greytown Advisors Inc. 771.36%2.23%2.90%Q1 2022Q3 20237
Visionary Wealth Advisors 770.12%0.17%0.21%Q1 2022Q3 20237
NATIXIS ADVISORS, L.P. 770.01%0.02%0.02%Q2 2013Q4 20147
Krilogy Financial LLC 770.02%0.05%0.10%Q3 2020Q1 20227
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Doyle Wealth Management 510.02%0.02%0.03%Q4 2018Q1 20227
Livingston Group Asset Management CO (operating as Southport Capital Management) 610.00%0.11%0.15%Q3 2018Q3 20217
Harel Insurance Investments & Financial Services Ltd. 770.18%0.29%0.72%Q1 2022Q3 20237
Firestone Capital Management 520.03%0.03%0.04%Q4 2019Q3 20217
Cresset Asset Management, LLC 310.00%0.00%0.00%Q4 2018Q2 20236
Bay Harbor Wealth Management, LLC 660.00%0.02%0.04%Q3 2019Q4 20206
Liberty Capital Management, Inc. 660.02%0.02%0.03%Q3 2016Q4 20176
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
QUANTUM CAPITAL MANAGEMENT 510.00%0.00%0.01%Q4 2013Q3 20206
Banco Santander, S.A. 420.01%0.04%0.06%Q4 2018Q3 20216
EDMOND DE ROTHSCHILD HOLDING S.A. 420.00%0.00%0.00%Q1 2016Q1 20186
AFAM CAPITAL, INC. 310.04%0.11%0.17%Q1 2014Q1 20176
Caprock Group, LLC 310.02%0.03%0.06%Q3 2017Q3 20236
Integrated Wealth Concepts LLC 660.01%0.03%0.04%Q2 2022Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.07%0.08%0.10%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Freedom Investment Management, Inc. 330.03%0.16%0.40%Q4 2018Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2021Q3 20226
Dynamic Advisor Solutions LLC 420.02%0.03%0.04%Q2 2021Q3 20236
JT Stratford LLC 420.19%0.32%0.40%Q4 2016Q3 20226
Kinloch Capital, LLC 330.68%2.71%5.47%Q4 2020Q3 20236
McClarren Financial Advisors, Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Private Wealth Advisors, LLC 662.02%2.29%2.63%Q4 2018Q1 20206
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
LPWM LLC 330.11%0.12%0.15%Q2 2021Q3 20236
Glenview Trust Co 660.01%0.02%0.04%Q2 2022Q3 20236
Virtue Capital Management, LLC 330.04%0.08%0.14%Q1 2021Q3 20236
SEI INVESTMENTS CO 660.00%0.00%0.00%Q1 2017Q2 20186
Antonetti Capital Management LLC 660.02%0.05%0.11%Q2 2013Q3 20146
HOWE & RUSLING INC 410.00%0.00%0.00%Q1 2018Q3 20236
MERITAGE PORTFOLIO MANAGEMENT 660.49%0.52%0.57%Q3 2015Q4 20166
Clark Capital Management Group, Inc. 310.06%0.28%0.92%Q1 2016Q2 20236
NEW YORK STATE COMMON RETIREMENT FUND 660.00%0.01%0.01%Q1 2016Q2 20176
Weatherstone Capital Management 210.13%0.37%0.50%Q2 2014Q2 20176
Winfield Associates, Inc. 660.08%0.09%0.10%Q4 2020Q1 20226
Virtu KCG Holdings LLC 310.01%0.02%0.03%Q3 2013Q3 20166
Stratos Wealth Advisors, LLC 510.00%0.02%0.03%Q1 2020Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Bigelow Investment Advisors, LLC 660.14%0.16%0.17%Q3 2018Q4 20196
Corsicana & Co. 660.72%0.84%0.94%Q2 2021Q3 20226
Foundations Investment Advisors, LLC 510.01%0.11%0.38%Q3 2020Q3 20236
Qube Research & Technologies Ltd 410.00%0.02%0.08%Q1 2020Q3 20236
Joule Financial, LLC 660.65%1.30%2.24%Q2 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.40%0.44%0.48%Q4 2021Q1 20236
Checchi Capital Advisers, LLC 660.04%0.10%0.20%Q2 2022Q3 20236
Venture Visionary Partners LLC 660.01%0.02%0.02%Q1 2021Q2 20226
Quaker Wealth Management, LLC 420.17%0.64%1.32%Q4 2020Q2 20226
Merit Financial Group, LLC 660.06%0.13%0.20%Q2 2022Q3 20236
Ancora Advisors LLC 510.00%0.03%0.03%Q4 2018Q3 20236
Aprio Wealth Management, LLC 661.14%1.42%1.83%Q2 2022Q3 20236
DUNCKER STREETT & CO INC 660.00%0.00%0.00%Q3 2020Q4 20216
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Integrated Investment Consultants, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
WealthPLAN Partners, LLC 210.00%0.02%0.04%Q4 2015Q2 20235
Lehman & Derafelo Financial Resources LLC 320.00%0.01%0.02%Q1 2021Q3 20225
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 555.04%6.90%7.61%Q4 2020Q4 20215
Newbridge Financial Services Group, Inc. 550.00%0.00%0.01%Q3 2020Q3 20215
Capital Bank & Trust Co 550.00%0.00%0.00%Q3 2017Q3 20185
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
Gilbert & Cook, Inc. 550.06%0.07%0.08%Q3 2022Q3 20235
RPg Family Wealth Advisory, LLC 410.01%0.02%0.02%Q2 2018Q4 20195
Global Financial Private Capital, Inc 410.01%0.07%0.14%Q3 2017Q2 20205
Allied Investment Advisors, LLC 550.08%0.11%0.13%Q1 2021Q1 20225
Financial & Tax Architects, LLC 320.25%0.32%0.43%Q1 2021Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.01%Q4 2016Q3 20235
Avantax Planning Partners, Inc. 320.01%0.02%0.05%Q4 2021Q3 20235
ALTFEST L J & CO INC 320.24%1.70%2.71%Q3 2017Q3 20235
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 320.00%0.00%0.00%Q4 2017Q3 20235
Morningstar Investment Services LLC 550.23%0.41%0.52%Q3 2022Q3 20235
Financial Gravity Asset Management, Inc. 410.00%0.08%0.20%Q1 2019Q2 20235
VANGUARD GROUP INC 550.00%0.00%0.00%Q2 2015Q2 20165
Sugarloaf Wealth Management, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
PARK NATIONAL CORP /OH/ 550.38%0.45%0.54%Q4 2022Q4 20235
Harrison & Co Wealth Management, LLC 550.72%0.85%0.97%Q4 2021Q4 20225
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BlackRock Investment Management, LLC 310.00%0.00%0.00%Q2 2013Q4 20165
SouthState Corp 550.00%0.00%0.00%Q3 2021Q3 20225
Spruce Investment Advisors LLC 550.54%1.39%2.03%Q4 2016Q4 20175
White Lighthouse Investment Management Inc. 550.17%0.21%0.24%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.00%0.02%0.08%Q4 2016Q4 20175
Blueshift Asset Management, LLC 550.02%0.05%0.13%Q1 2021Q1 20225
ROCKLAND TRUST CO 210.03%0.05%0.05%Q4 2014Q4 20175
Fiera Capital Corp 550.00%0.00%0.00%Q4 2018Q4 20195
PRW Wealth Management LLC 310.10%0.18%0.26%Q3 2021Q3 20235
QCI ASSET MANAGEMENT INC/NY 410.00%0.00%0.00%Q2 2016Q3 20195
BANK HAPOALIM BM 550.07%0.34%0.47%Q1 2016Q1 20175
COLONY GROUP LLC 410.01%0.01%0.01%Q4 2015Q3 20235
North Star Investment Management Corp. 550.00%0.00%0.00%Q3 2016Q3 20175
Sepio Capital, LP 550.02%0.02%0.02%Q1 2021Q1 20225
TWO SIGMA ADVISERS, LP 320.00%0.01%0.01%Q2 2022Q3 20235
Key FInancial Inc 550.00%0.00%0.01%Q3 2022Q3 20235
Claro Advisors LLC 550.13%0.14%0.16%Q1 2021Q1 20225
CPWM, LLC 410.02%0.03%0.05%Q1 2021Q3 20225
ADVISORS MANAGEMENT GROUP INC /ADV 550.09%0.10%0.11%Q3 2022Q3 20235
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q4 2021Q4 20225
Bangor Savings Bank 550.00%0.00%0.00%Q2 2022Q2 20235
TEXAS PERMANENT SCHOOL FUND CORP 410.00%0.01%0.01%Q3 2016Q2 20185
Cavalier Investments, LLC 210.97%1.39%1.93%Q1 2016Q3 20194
Lido Advisors, LLC 440.00%0.00%0.01%Q3 2021Q2 20224
Dynasty Wealth Management, LLC 440.15%0.78%1.97%Q4 2017Q3 20184
Forward Management, LLC 440.30%0.34%0.37%Q1 2016Q4 20164
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20194
TOWER TRUST Co 440.41%0.48%0.60%Q2 2013Q1 20144
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
ASSOCIATED BANC-CORP 440.01%0.01%0.01%Q4 2017Q3 20184
Tanglewood Legacy Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Elevated Capital Advisors, LLC 310.12%0.16%0.22%Q3 2020Q3 20234
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.46%0.56%0.80%Q4 2022Q3 20234
FIRST HORIZON CORP 440.02%0.02%0.03%Q3 2020Q2 20214
American Financial Network Advisory Services LLC 220.04%0.12%0.19%Q3 2017Q2 20194
Atlas Private Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Bryn Mawr Capital Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
CAPITAL MANAGEMENT ASSOCIATES /NY/ 440.05%0.06%0.07%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 210.01%0.01%0.02%Q2 2020Q3 20234
Moisand Fitzgerald Tamayo, LLC 310.01%0.01%0.02%Q2 2021Q2 20224
Alaethes Wealth LLC 440.09%0.10%0.12%Q2 2021Q1 20224
Patten Group, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 310.03%0.09%0.13%Q1 2022Q1 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SWMG, LLC 440.15%0.17%0.18%Q3 2022Q2 20234
Thomas J. Herzfeld Advisors, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
Comprehensive Financial Consultants Institutional, Inc. 310.18%0.19%0.20%Q4 2021Q3 20234
Prestige Wealth Management Group LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
WBI INVESTMENTS, LLC 210.01%0.04%0.10%Q4 2014Q3 20184
Crown Wealth Group, LLC 442.36%2.77%3.15%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.01%0.02%0.04%Q4 2022Q3 20234
BOKF, NA 210.00%0.01%0.02%Q1 2017Q4 20224
Sonora Investment Management, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
JOHNSON INVESTMENT COUNSEL INC 440.01%0.01%0.01%Q4 2022Q3 20234
ACG Wealth 440.05%0.12%0.14%Q1 2021Q4 20214
Prime Capital Investment Advisors, LLC 440.01%0.01%0.03%Q4 2022Q3 20234
Laurel Wealth Advisors LLC 220.01%0.01%0.02%Q1 2021Q2 20224
Advisor Resource Council 440.16%0.24%0.42%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.03%0.03%0.03%Q2 2013Q3 20154
Luken Investment Analytics, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Sharper & Granite LLC 442.30%2.50%2.63%Q4 2022Q3 20234
Sunbelt Securities, Inc. 440.09%0.23%0.30%Q1 2016Q4 20164
HM PAYSON & CO 440.00%0.01%0.01%Q2 2021Q1 20224
Western Wealth Management, LLC 440.04%0.04%0.04%Q2 2020Q1 20214
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2021Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 440.34%0.39%0.46%Q4 2016Q3 20174
GRIMES & COMPANY, INC. 440.01%0.06%0.21%Q4 2022Q3 20234
DIVIDEND ASSETS CAPITAL, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 110.00%0.00%0.02%Q2 2019Q2 20224
Financial Architects, Inc 440.00%0.01%0.01%Q4 2016Q3 20174
Perigon Wealth Management, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
PINNACLE ASSOCIATES LTD 220.01%0.03%0.05%Q3 2019Q3 20234
Bremer Bank National Association 440.08%0.09%0.10%Q4 2022Q3 20234
Csenge Advisory Group 310.03%0.03%0.04%Q4 2020Q4 20214
ARMSTRONG ADVISORY GROUP, INC 441.81%2.59%2.86%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.00%0.00%0.00%Q1 2015Q4 20154
TIAA CREF TRUST CO FSB/MO 440.01%0.02%0.02%Q1 2016Q4 20164
Kovack Advisors, Inc. 310.04%0.20%0.35%Q2 2021Q3 20234
SageGuard Financial Group, LLC 330.42%0.48%0.54%Q4 2020Q2 20213
SEAVIEW INVESTMENT MANAGERS LLC 330.16%0.94%1.49%Q3 2020Q1 20213
Sageworth Trust Co 330.01%0.01%0.01%Q3 2022Q1 20233
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Arlington Partners LLC 330.05%0.14%0.19%Q4 2021Q2 20223
Cornerstone Planning Group LLC 210.01%0.02%0.03%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.03%0.05%0.09%Q1 2023Q3 20233
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q4 2015Q2 20183
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Mosaic Family Wealth, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Meristem Family Wealth, LLC 330.11%0.11%0.11%Q1 2018Q3 20183
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
STAPP WEALTH MANAGEMENT, PLLC 332.56%3.66%4.27%Q1 2023Q3 20233
RUSSELL FRANK CO/ 330.00%0.00%0.00%Q2 2013Q4 20133
Eagle Bay Advisors LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Frisch Financial Group, Inc. 331.80%2.15%2.79%Q1 2022Q3 20223
Cutler Capital Management, LLC 330.05%0.06%0.06%Q2 2020Q4 20203
Concert Wealth Management Inc. 210.01%0.03%0.05%Q2 2013Q3 20163
1776 Wealth LLC 330.06%0.06%0.08%Q4 2019Q2 20203
Continuum Advisory, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Berkeley Capital Partners, LLC 333.71%4.13%4.38%Q1 2016Q3 20163
Bank of New Hampshire 330.00%0.00%0.00%Q1 2022Q3 20223
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
US FINANCIAL ADVISORS, LLC 330.08%2.40%3.82%Q4 2015Q2 20163
DIXON HUBARD FEINOUR & BROWN INC/VA 210.05%0.25%0.35%Q1 2016Q4 20193
Covington Capital Management 210.00%0.03%0.05%Q3 2018Q1 20203
McAdam, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
River Wealth Advisors LLC 330.03%0.04%0.04%Q2 2021Q4 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
Conservest Capital Advisors, Inc. 330.78%0.84%0.88%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 330.30%0.33%0.36%Q1 2023Q3 20233
Busey Bank 210.00%0.19%0.50%Q4 2017Q4 20193
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.01%0.01%Q1 2023Q3 20233
Trust Co 330.02%0.50%1.44%Q4 2017Q2 20183
U.S. Capital Wealth Advisors, LLC 210.00%0.01%0.01%Q3 2021Q4 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TAP Consulting, LLC 330.24%0.48%0.70%Q3 2019Q1 20203
Insight Advisors, LLC/ PA 330.06%0.06%0.07%Q1 2021Q3 20213
MAGNOLIA CAPITAL MANAGEMENT LTD 330.01%0.01%0.01%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q3 2015Q3 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Waldron Private Wealth LLC 330.09%0.09%0.10%Q4 2018Q2 20193
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
HABERER REGISTERED INVESTMENT ADVISOR INC 330.00%0.00%0.00%Q2 2013Q4 20133
Professional Financial Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Beaumont Financial Partners, LLC 331.94%2.18%2.39%Q2 2019Q4 20193
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Horizon Investments, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.13%0.14%0.14%Q1 2023Q3 20233
Belpointe Asset Management LLC 210.00%0.01%0.03%Q3 2018Q1 20233
Northeast Financial Consultants Inc 210.02%0.05%0.07%Q3 2021Q3 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q2 2021Q4 20213
TRUEWEALTH LLC 330.01%0.01%0.01%Q4 2017Q2 20183
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q3 2014Q1 20153
TWO SIGMA INVESTMENTS, LP 210.00%0.01%0.02%Q3 2022Q3 20233
IndexIQ Advisors LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Transform Wealth, LLC 330.25%0.44%0.57%Q2 2021Q4 20213
RAND WEALTH, LLC 330.11%0.16%0.19%Q1 2018Q3 20183
Ascent Group, LLC 210.14%0.24%0.31%Q4 2021Q1 20233
OLD MISSION CAPITAL LLC 210.01%0.09%0.23%Q1 2020Q4 20213
FRANKLIN RESOURCES INC 210.00%0.00%0.00%Q1 2016Q2 20233
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.36%0.90%1.38%Q4 2021Q3 20233
PACIFIC SUN FINANCIAL CORP 210.39%1.13%1.83%Q1 2018Q2 20193
Addison Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
JNBA Financial Advisors 330.02%0.02%0.02%Q2 2014Q4 20143
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q3 20223
EverSource Wealth Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Farther Finance Advisors, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
EMORY UNIVERSITY 330.01%0.01%0.01%Q2 2011Q4 20113
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2014Q2 20193
ExodusPoint Capital Management, LP 110.02%0.02%0.03%Q2 2020Q4 20213
Strengthening Families & Communities, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Bleakley Financial Group, LLC 330.03%0.05%0.09%Q1 2023Q3 20233
Advisory Alpha, LLC 210.00%0.00%0.00%Q1 2019Q1 20203
Financial Advisors Network, Inc. 330.06%0.06%0.06%Q4 2021Q2 20223
CMC Financial Group 220.25%0.30%0.36%Q1 2019Q2 20192
Sentinus, LLC 220.18%0.18%0.18%Q1 2023Q2 20232
Sage Capital Advisors,llc 220.26%0.27%0.28%Q4 2018Q1 20192
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Edge Advisors, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Equitable Holdings, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
PEOPLES FINANCIAL SERVICES CORP. 220.00%0.00%0.00%Q3 2018Q4 20182
STEEL GROVE CAPITAL ADVISORS, LLC 220.08%0.09%0.11%Q4 2017Q1 20182
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
MADISON INVESTMENT HOLDINGS INC 220.06%0.07%0.08%Q1 2018Q2 20182
Ruggie Capital Group 220.74%0.79%0.84%Q1 2020Q2 20202
Bruderman Asset Management, LLC 220.37%0.39%0.41%Q2 2016Q3 20162
Kovitz Investment Group Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AllSquare Wealth Management LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Redwood Financial Network Corp 220.22%0.24%0.26%Q1 2022Q2 20222
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PERSONAL CFO SOLUTIONS, LLC 220.38%0.45%0.52%Q3 2019Q4 20192
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Invesco Ltd. 220.00%0.00%0.00%Q3 2013Q4 20132
Financial Management Professionals, Inc. 220.58%0.59%0.60%Q2 2023Q3 20232
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.01%Q3 2016Q4 20172
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
QP WEALTH MANAGEMENT, LLC 110.31%0.46%0.60%Q2 2022Q4 20222
Baltimore-Washington Financial Advisors, Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
Avestar Capital, LLC 110.00%0.34%0.68%Q4 2017Q4 20222
Polianta Ltd 111.89%5.35%8.82%Q2 2018Q1 20202
Giralda Advisors, LLC 223.13%4.26%5.40%Q1 2016Q2 20162
Retirement Planning Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Apriem Advisors 220.00%0.00%0.00%Q3 2016Q4 20162
TWIN FOCUS CAPITAL PARTNERS, LLC 220.05%0.05%0.05%Q2 2021Q3 20212
Mirae Asset Global Investments Co., Ltd. 220.19%0.20%0.21%Q2 2019Q3 20192
New Republic Capital, LLC 220.03%0.05%0.06%Q1 2023Q2 20232
WRAPMANAGER INC 220.18%0.18%0.18%Q3 2013Q4 20132
C M BIDWELL & ASSOCIATES LTD 220.01%0.02%0.03%Q2 2017Q3 20172
FundX Investment Group, LLC 220.68%1.22%1.77%Q1 2016Q2 20162
CPR Investments Inc. 223.49%3.85%4.20%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Laurel Wealth Advisors, Inc. 220.02%0.03%0.04%Q3 2021Q4 20212
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q4 2020Q1 20212
STATE OF WISCONSIN INVESTMENT BOARD 220.01%0.01%0.01%Q2 2017Q3 20172
Houlihan Financial Resource Group, Ltd. 110.05%0.07%0.09%Q3 2020Q2 20232
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Noven Financial Group, Inc. 220.08%0.12%0.16%Q2 2016Q3 20162
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Narwhal Capital Management 220.22%0.23%0.23%Q3 2017Q4 20172
Bristlecone Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Silicon Valley Capital Partners 220.00%0.00%0.00%Q4 2022Q1 20232
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Parkside Financial Bank & Trust 220.01%0.01%0.02%Q2 2016Q3 20162
ADVISOR PARTNERS II, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
RFG Advisory, LLC 110.02%0.43%0.84%Q1 2016Q4 20212
TCI Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2017Q3 20222
Stillwater Capital Advisors, LLC 220.05%0.05%0.05%Q2 2018Q3 20182
Guardian Wealth Management, Inc. 110.02%0.03%0.04%Q4 2021Q4 20222
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 224.38%4.43%4.49%Q3 2016Q4 20162
FIRST MIDWEST BANK TRUST DIVISION 220.04%0.06%0.07%Q1 2014Q2 20142
OKABENA INVESTMENT SERVICES INC 220.20%0.20%0.20%Q4 2019Q1 20202
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Argentus Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Concord Wealth Partners 220.00%0.00%0.00%Q2 2023Q3 20232
OPPENHEIMER ASSET MANAGEMENT INC. 220.01%0.01%0.01%Q3 2017Q4 20172
Allianz Asset Management GmbH 110.00%0.00%0.00%Q3 2018Q1 20192
NATIONAL PLANNING CORP 110.00%0.01%0.02%Q4 2014Q1 20162
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
VAUGHAN & Co SECURITIES, INC. 220.00%0.00%0.01%Q4 2019Q1 20202
Brookstone Capital Management 220.40%0.47%0.55%Q1 2016Q2 20162
PICTET ASSET MANAGEMENT SA 220.00%0.00%0.01%Q1 2023Q2 20232
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Financial Services Advisory Inc 220.37%0.50%0.62%Q2 2023Q3 20232
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q1 2022Q3 20232
Private Advisory Group LLC 110.12%0.25%0.38%Q1 2018Q2 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Simply Money Advisors 220.00%0.01%0.03%Q2 2013Q3 20132
Idaho Trust Bank 220.79%0.80%0.82%Q2 2023Q3 20232
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Clal Insurance Enterprises Holdings Ltd 222.07%2.16%2.24%Q1 2016Q2 20162
Placemark Investments, Inc. 110.00%0.01%0.02%Q3 2013Q4 20142
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
AQR Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
Better Money Decisions, LLC 220.04%0.04%0.05%Q2 2021Q3 20212
KENNICOTT CAPITAL MANAGEMENT LLC 220.16%0.17%0.17%Q3 2022Q4 20222
WELCH CAPITAL PARTNERS LLC/NY 221.02%1.02%1.02%Q4 2018Q1 20192
WEALTHSOURCE PARTNERS, LLC 220.04%0.04%0.04%Q2 2019Q3 20192
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
First Citizens Financial Corp 220.26%0.26%0.27%Q2 2023Q3 20232
VALLEY FORGE ASSET MANAGEMENT, LLC 220.06%0.06%0.06%Q2 2013Q3 20132
Davis Capital Management 220.06%0.06%0.06%Q1 2020Q2 20202
WEST PACES ADVISORS INC. 220.00%0.01%0.01%Q1 2022Q2 20222
Financial Insights, Inc. 110.12%0.15%0.17%Q2 2020Q2 20212
Harbour Capital Advisors, LLC 110.05%0.06%0.07%Q3 2016Q1 20172
Spot Trading L.L.C 110.00%0.00%0.00%Q4 2013Q4 20132
Autumn Glory Partners, LLC 220.31%0.32%0.34%Q4 2021Q1 20222
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.01%Q3 2022Q3 20232
Sound View Wealth Advisors Group, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
Windham Capital Management, LLC 110.05%0.06%0.06%Q4 2019Q2 20222
MGO ONE SEVEN LLC 220.14%0.22%0.29%Q2 2023Q3 20232
UNION SAVINGS BANK 220.07%0.07%0.07%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
GENWORTH FINANCIAL INC 110.03%0.03%0.03%Q2 2013Q2 20131
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q2 2013Q2 20131
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.02%0.02%Q4 2022Q4 20221
Wealthfront Advisers LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Running Point Capital Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HBC Financial Services, PLLC 110.00%0.00%0.00%Q3 2020Q3 20201
Rock Creek Group, LP 110.60%0.60%0.60%Q3 2018Q3 20181
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.23%0.23%0.23%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Verition Fund Management LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Fernwood Investment Management, LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ellevest, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Truvestments Capital LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gray Wealth Management Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Trinity Legacy Partners, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
TIVERTON ASSET MANAGEMENT LLC 110.13%0.13%0.13%Q1 2017Q1 20171
Optas, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FOUNDERS FINANCIAL SECURITIES LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Corient Capital Partners, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NIEMANN CAPITAL MANAGEMENT INC 1118.54%18.54%18.54%Q1 2016Q1 20161
Legacy Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Neuburgh Advisers LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Bellwether Advisors, LLC 110.55%0.55%0.55%Q2 2023Q2 20231
Cable Hill Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
AEGON USA Investment Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.00%0.00%0.00%Q2 2016Q2 20161
WESPAC Advisors, LLC 111.22%1.22%1.22%Q2 2013Q2 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20211
Leonard Rickey Investment Advisors P.L.L.C. 110.15%0.15%0.15%Q4 2019Q4 20191
Elm Partners Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Private Ocean, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Commonwealth Retirement Investments LLC 110.39%0.39%0.39%Q4 2022Q4 20221
PVG Asset Management 110.35%0.35%0.35%Q4 2014Q4 20141
Highland Private Wealth Management 110.38%0.38%0.38%Q1 2018Q1 20181
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q3 2018Q3 20181
Asset Dedication, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Glen Harbor Capital Management LLC 110.01%0.01%0.01%Q1 2017Q1 20171
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Insight Folios Inc 110.24%0.24%0.24%Q4 2019Q4 20191
Schrum Private Wealth Management LLC 110.23%0.23%0.23%Q4 2021Q4 20211
United Asset Strategies, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Empowered Funds, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Walleye Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
SYON CAPITAL LLC 110.15%0.15%0.15%Q3 2023Q3 20231
EA Series Trust 110.10%0.10%0.10%Q2 2023Q2 20231
IBERIABANK CORP 110.07%0.07%0.07%Q3 2017Q3 20171
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Greenline Partners, LLC 110.13%0.13%0.13%Q4 2017Q4 20171
Meadow Creek Investment Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Elkfork Partners LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Principle Wealth Partners LLC 110.06%0.06%0.06%Q2 2020Q2 20201
EAGLE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2014Q1 20141
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
MATHER GROUP, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Tandem Wealth Advisors LLC 110.92%0.92%0.92%Q4 2022Q4 20221
TAGStone Capital, Inc. 110.36%0.36%0.36%Q4 2022Q4 20221
Greenhouse Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SkyOak Wealth, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
IronBridge Private Wealth, LLC 114.39%4.39%4.39%Q1 2021Q1 20211
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q2 2022Q2 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Personal Financial Services 110.00%0.00%0.00%Q1 2016Q1 20161
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Patriot Wealth Management, Inc. 111.21%1.21%1.21%Q2 2017Q2 20171
Versant Capital Management, Inc 110.01%0.01%0.01%Q4 2023Q4 20231
Madison Asset Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advocates Investment Management 110.00%0.00%0.00%Q4 2017Q4 20171
Ayalon Insurance Comp Ltd. 111.19%1.19%1.19%Q1 2016Q1 20161
Kellett Wealth Advisors, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Dakota Wealth Management 110.10%0.10%0.10%Q3 2023Q3 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2015Q1 20151
IBEX WEALTH ADVISORS 110.50%0.50%0.50%Q4 2019Q4 20191
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Prostatis Group LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Athena Investment Management 110.27%0.27%0.27%Q4 2022Q4 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CABANA LLC 119.91%9.91%9.91%Q3 2021Q3 20211
Graticule Asia Macro Advisors LLC 110.23%0.23%0.23%Q1 2017Q1 20171
FMA ADVISORY INC 110.02%0.02%0.02%Q2 2015Q2 20151
Mariner Wealth Advisors-Madison, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
McIlrath & Eck, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.36%0.36%0.36%Q4 2021Q4 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Crow Point Partners, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Morningstar Investment Management LLC 110.97%0.97%0.97%Q3 2022Q3 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.16%0.16%0.16%Q2 2016Q2 20161
GREENLEAF TRUST 110.00%0.00%0.00%Q3 2017Q3 20171
Sage Advisory Services, Ltd.Co. 110.88%0.88%0.88%Q3 2017Q3 20171
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q2 2018Q2 20181
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.22%0.22%0.22%Q1 2022Q1 20221
FUKOKU MUTUAL LIFE INSURANCE Co 110.24%0.24%0.24%Q2 2017Q2 20171
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HRT FINANCIAL LP 110.03%0.03%0.03%Q1 2020Q1 20201
Financial Gravity Companies, Inc. 110.27%0.27%0.27%Q4 2018Q4 20181
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Itau Unibanco Holding S.A. 110.04%0.04%0.04%Q1 2017Q1 20171
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Centric Wealth Management 110.45%0.45%0.45%Q2 2022Q2 20221
NEXT Financial Holdings 110.71%0.71%0.71%Q1 2019Q1 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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