VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.12%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.04%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.07%0.16%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.04%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.02%0.13%0.38%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.04%0.12%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.16%0.97%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 3830.00%0.01%0.01%Q2 2013Q3 202341
GOLDMAN SACHS GROUP INC 3530.00%0.01%0.06%Q1 2014Q3 202338
EVERGREEN CAPITAL MANAGEMENT LLC 37370.12%0.64%1.67%Q3 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.01%Q3 2014Q3 202337
UBS Group AG 36360.00%0.04%0.18%Q4 2014Q3 202336
Creative Planning 3330.00%0.03%0.16%Q3 2014Q3 202336
ProVise Management Group, LLC 36360.04%0.15%0.37%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 36360.00%0.04%0.16%Q4 2014Q3 202336
US BANCORP \DE\ 34340.00%0.00%0.00%Q2 2015Q3 202334
M&T BANK CORP 3110.00%0.19%0.85%Q1 2014Q3 202334
JANE STREET GROUP, LLC 2310.00%0.01%0.05%Q1 2014Q3 202334
ENVESTNET ASSET MANAGEMENT INC 2810.00%0.03%0.11%Q4 2014Q3 202333
HighTower Advisors, LLC 22110.00%0.06%0.17%Q2 2015Q3 202333
Transamerica Financial Advisors, Inc. 1710.00%0.54%1.80%Q2 2013Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.00%0.03%0.26%Q4 2015Q3 202332
Avior Wealth Management, LLC 32320.00%0.02%0.05%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.03%0.16%Q4 2015Q3 202331
Peak Asset Management, LLC 31310.18%1.19%2.98%Q1 2016Q3 202331
BANK OF MONTREAL /CAN/ 2720.00%0.00%0.01%Q2 2015Q3 202331
Citadel Advisors 310.00%0.00%0.00%Q1 2014Q3 202330
Smithfield Trust Co 30300.00%1.74%6.92%Q2 2016Q3 202330
HEADINVEST, LLC 18120.11%0.67%3.36%Q1 2015Q3 202330
KEYBANK NATIONAL ASSOCIATION/OH 16140.00%0.00%0.00%Q2 2013Q3 202330
Jacobi Capital Management LLC 30300.03%0.57%2.88%Q2 2016Q3 202330
Wind River Trust Co 30300.97%6.07%17.72%Q3 2014Q4 202130
RAYMOND JAMES & ASSOCIATES 30300.00%0.03%0.15%Q2 2016Q3 202330
Advisory Services Network, LLC 2720.01%0.21%0.74%Q2 2016Q3 202329
Ameritas Investment Partners, Inc. 28280.00%0.01%0.03%Q4 2016Q3 202328
Private Advisor Group, LLC 2130.00%0.07%0.36%Q2 2015Q3 202328
Altavista Wealth Management, Inc. 15130.10%0.33%0.64%Q1 2014Q4 202128
WEBSTER BANK, N. A. 28280.00%0.01%0.02%Q4 2016Q3 202328
LGL PARTNERS, LLC 2710.05%0.41%0.88%Q4 2015Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.01%0.02%Q1 2016Q4 202228
ANCHOR CAPITAL ADVISORS LLC 27270.02%0.12%0.69%Q1 2017Q3 202327
FIFTH THIRD BANCORP 27270.00%0.00%0.01%Q4 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.15%Q2 2013Q4 201927
BLAIR WILLIAM & CO/IL 2070.00%0.00%0.02%Q1 2015Q3 202327
Raymond James Financial Services Advisors, Inc. 27270.00%0.10%0.27%Q1 2017Q3 202327
CITIGROUP INC 2520.00%0.01%0.06%Q3 2013Q3 202327
MML INVESTORS SERVICES, LLC 27270.04%0.15%0.37%Q1 2017Q3 202327
AE Wealth Management LLC 26260.04%0.70%1.09%Q2 2017Q3 202326
NWAM LLC 1220.03%0.12%0.25%Q1 2014Q3 202326
ALESCO ADVISORS LLC 15110.02%0.05%0.10%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.00%0.04%0.08%Q2 2013Q3 201926
Tortoise Investment Management, LLC 26260.01%0.38%1.98%Q2 2017Q3 202326
CWM, LLC 1110.00%0.00%0.01%Q4 2015Q3 202326
Raab & Moskowitz Asset Management LLC 26260.20%0.61%1.34%Q2 2017Q3 202326
COLONY GROUP LLC 25250.00%0.02%0.09%Q3 2017Q3 202325
BlackRock Inc. 25250.00%0.00%0.00%Q4 2016Q4 202225
Versant Capital Management, Inc 25250.00%0.15%0.25%Q4 2017Q4 202325
WOODMONT INVESTMENT COUNSEL LLC 25250.07%0.70%1.59%Q3 2017Q3 202325
TRUIST FINANCIAL CORP 25250.01%0.05%0.16%Q3 2017Q3 202325
Janney Montgomery Scott LLC 2310.01%0.04%0.08%Q1 2017Q3 202325
Jackson Wealth Management, LLC 2310.08%1.25%2.88%Q4 2014Q3 202225
Carlton Hofferkamp & Jenks Wealth Management, LLC 25250.11%0.29%0.83%Q3 2017Q3 202325
Sequoia Financial Advisors, LLC 1250.01%0.06%0.33%Q3 2016Q4 202224
AdvisorNet Financial, Inc 24240.02%1.26%4.08%Q4 2017Q3 202324
CULBERTSON A N & CO INC 24240.08%0.46%0.66%Q4 2017Q3 202324
Hayek Kallen Investment Management 1120.13%1.73%3.88%Q1 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.01%0.01%Q2 2017Q3 202324
Alta Advisers Ltd 20422.61%41.82%52.94%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.04%0.08%Q4 2017Q3 202324
WHITTIER TRUST CO 24240.01%0.05%0.12%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.04%0.09%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.03%0.52%2.09%Q4 2017Q3 202324
WHITTIER TRUST CO OF NEVADA INC 24240.00%0.02%0.05%Q4 2017Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
Ausdal Financial Partners, Inc. 1510.03%0.72%2.44%Q4 2015Q3 202323
MARSHFIELD ASSOCIATES 23230.05%0.19%0.32%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1810.00%0.01%0.10%Q4 2016Q3 202323
S. R. Schill & Associates 23230.10%0.15%0.21%Q1 2018Q3 202323
Cetera Advisors LLC 2120.01%0.29%0.76%Q2 2017Q3 202323
Unison Advisors LLC 13100.24%1.32%2.69%Q4 2017Q3 202323
Simplicity Solutions, LLC 1410.03%0.73%1.46%Q4 2014Q3 202323
DeDora Capital, Inc. 1670.43%0.85%1.28%Q4 2017Q3 202323
Landmark Financial Advisors, LLC 23231.68%4.58%9.21%Q1 2018Q3 202323
Financial Advocates Investment Management 23230.16%0.57%1.84%Q1 2018Q3 202323
OLD NATIONAL BANCORP /IN/ 23230.07%0.40%1.03%Q1 2018Q3 202323
GIRARD PARTNERS LTD. 1660.14%0.25%0.51%Q1 2016Q3 202322
BOK Financial Private Wealth, Inc. 22220.05%3.64%7.68%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.02%0.15%0.53%Q2 2018Q3 202322
HOWE & RUSLING INC 22220.00%0.13%0.50%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.38%2.46%Q2 2018Q3 202322
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q4 2013Q3 202322
PARTNERS CAPITAL INVESTMENT GROUP, LLP 22220.02%1.30%6.32%Q2 2018Q3 202322
Valmark Advisers, Inc. 22221.06%2.49%3.20%Q2 2018Q3 202322
Belpointe Asset Management LLC 1810.02%0.11%0.33%Q4 2017Q3 202321
Clear Perspective Advisors, LLC 21210.13%1.34%3.85%Q4 2016Q4 202121
TELEMUS CAPITAL, LLC 2010.01%0.09%0.42%Q4 2017Q3 202321
Parkside Financial Bank & Trust 21210.01%0.01%0.04%Q3 2018Q3 202321
JPMORGAN CHASE & CO 21210.00%0.13%0.38%Q3 2018Q3 202321
OPTIMUM INVESTMENT ADVISORS 21210.00%0.05%0.10%Q4 2018Q4 202321
Checchi Capital Advisers, LLC 2010.00%0.13%0.90%Q1 2016Q3 202321
Bank of New York Mellon Corp 1740.00%0.00%0.00%Q2 2018Q3 202321
Gradient Investments LLC 2010.00%0.00%0.01%Q3 2016Q3 202321
Vectors Research Management, LLC 21210.16%1.91%6.66%Q3 2018Q3 202321
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.03%0.04%0.07%Q3 2018Q3 202321
Dakota Wealth Management 21210.05%0.11%0.28%Q3 2018Q3 202321
PROFFITT & GOODSON INC 21210.19%0.39%0.75%Q3 2018Q3 202321
ALLIANCEBERNSTEIN L.P. 21210.00%0.00%0.00%Q3 2018Q3 202321
GOULD ASSET MANAGEMENT LLC /CA/ 21210.10%4.47%10.06%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.27%0.74%1.86%Q3 2018Q3 202321
Smith & Howard Wealth Management, LLC 1831.09%3.38%8.48%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.09%0.20%Q3 2018Q3 202321
American Portfolios Advisors 20200.01%0.09%0.40%Q4 2017Q3 202220
Truvvo Partners LLC 1460.16%3.97%20.72%Q4 2016Q4 202120
NewEdge Advisors, LLC 20200.01%0.07%0.26%Q4 2018Q3 202320
NEXT Financial Group, Inc 1320.00%0.55%6.54%Q3 2014Q4 202120
Sound Income Strategies, LLC 20200.00%0.02%0.05%Q4 2018Q3 202320
HM PAYSON & CO 20200.14%0.28%0.91%Q4 2018Q3 202320
Sunesis Advisors, LLC 1910.60%1.47%3.97%Q3 2018Q3 202320
TIEDEMANN ADVISORS, LLC 20200.01%0.53%5.19%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.18%1.25%Q4 2018Q3 202320
Montecito Bank & Trust 1550.07%1.38%3.61%Q2 2013Q4 202320
ASPIRIANT, LLC 20200.03%0.04%0.07%Q4 2018Q3 202320
Blume Capital Management, Inc. 20200.02%0.33%3.28%Q4 2018Q3 202320
PRUDENTIAL PLC 20200.02%0.08%0.16%Q4 2018Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q4 2018Q3 202320
BANK OF HAWAII 20200.01%0.05%0.11%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.09%0.45%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.03%0.07%Q4 2018Q3 202320
WealthShield Partners, LLC 1280.01%0.21%1.51%Q4 2017Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.78%2.18%5.16%Q4 2018Q3 202320
Town & Country Bank & Trust CO dba First Bankers Trust CO 20200.11%0.46%1.02%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%1.38%5.92%Q4 2018Q3 202320
Autus Asset Management, LLC 1820.03%0.11%0.24%Q3 2015Q1 202120
DEUTSCHE BANK AG\ 20200.00%0.00%0.01%Q4 2018Q3 202320
ELEMENT POINTE ADVISORS, LLC 20200.93%4.57%7.72%Q4 2018Q3 202320
Atria Investments, Inc 920.01%0.32%0.93%Q2 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
CAPITAL ONE, NATIONAL ASSOCIATION 1810.18%1.34%2.97%Q1 2014Q4 201919
IPG Investment Advisors LLC 19190.04%0.07%0.10%Q1 2017Q3 202119
Brookstone Capital Management 1540.01%0.52%4.10%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.06%0.18%Q1 2019Q3 202319
Manchester Capital Management LLC 1540.00%0.06%0.36%Q4 2015Q3 202319
CENTAURUS FINANCIAL, INC. 1810.00%0.07%0.24%Q2 2018Q3 202319
Jackson Hole Capital Partners, LLC 19190.04%0.51%0.95%Q1 2019Q3 202319
SIGNATUREFD, LLC 910.00%0.01%0.04%Q1 2016Q3 202319
SRS Capital Advisors, Inc. 1020.10%0.21%0.39%Q3 2018Q3 202319
SII INVESTMENTS INC/WI 19190.10%0.53%0.95%Q2 2013Q4 201719
INSIGHT 2811, INC. 19190.35%10.37%27.35%Q1 2019Q3 202319
Eagle Ridge Investment Management 19193.92%4.60%5.37%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.20%0.69%0.91%Q1 2019Q3 202319
ASSETMARK, INC 1110.00%0.15%0.87%Q2 2014Q3 202319
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1720.04%2.42%4.58%Q4 2018Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.13%0.42%1.33%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CreativeOne Wealth, LLC 19190.05%0.09%0.20%Q1 2019Q3 202319
Valeo Financial Advisors, LLC 19190.00%0.62%1.71%Q1 2019Q3 202319
Bellecapital International Ltd. 19190.07%0.10%0.18%Q1 2019Q3 202319
STATE STREET CORP 1810.02%0.03%0.04%Q3 2018Q3 202319
SEIZERT CAPITAL PARTNERS, LLC 19190.04%0.18%0.33%Q1 2019Q3 202319
BOKF, NA 910.00%0.10%0.16%Q3 2017Q3 202319
GREAT LAKES ADVISORS, LLC 19190.01%0.03%0.08%Q2 2013Q4 201719
RITHOLTZ WEALTH MANAGEMENT 19190.06%0.25%0.41%Q1 2019Q3 202319
SCOTIA CAPITAL INC. 1510.00%0.03%0.06%Q3 2016Q3 202319
Parallel Advisors, LLC 1720.00%0.02%0.06%Q4 2018Q3 202319
CIBC WORLD MARKET INC. 1720.01%0.01%0.06%Q3 2015Q3 202319
Prospera Financial Services Inc 820.01%0.13%0.39%Q3 2015Q2 202318
Cetera Advisor Networks LLC 18180.01%0.08%0.27%Q2 2019Q3 202318
CAPITAL ADVISORS INC/OK 1620.01%1.67%7.83%Q4 2018Q3 202318
PLANNING DIRECTIONS INC 1080.17%0.73%2.51%Q1 2018Q3 202218
GOFEN & GLOSSBERG LLC /IL/ 18180.01%0.01%0.03%Q3 2018Q4 202218
Tower Research Capital LLC (TRC) 1010.00%0.00%0.00%Q2 2013Q3 202318
Advanced Asset Management Advisors Inc 18180.40%3.12%5.25%Q2 2019Q3 202318
Parkside Advisors LLC 1530.08%0.39%1.07%Q2 2014Q2 202218
Cetera Investment Advisers 18180.04%0.14%0.33%Q2 2019Q3 202318
Wealthcare Advisory Partners LLC 910.00%0.06%0.32%Q1 2018Q3 202318
Aspire Private Capital, LLC 18180.00%0.01%0.02%Q4 2018Q1 202318
Chevy Chase Trust Holdings, LLC 18180.00%0.00%0.00%Q3 2013Q4 201718
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
Almanack Investment Partners, LLC. 1620.03%0.27%1.62%Q2 2017Q3 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.06%0.31%1.43%Q4 2015Q3 202218
Global Retirement Partners, LLC 1070.00%0.10%0.18%Q2 2019Q3 202317
PrairieView Partners, LLC 17170.00%0.02%0.06%Q3 2019Q3 202317
Columbus Macro, LLC 17170.15%1.44%4.91%Q3 2019Q3 202317
Defender Capital, LLC. 17172.49%16.68%23.90%Q3 2019Q3 202317
Blue Edge Capital, LLC 1250.08%0.52%1.14%Q1 2018Q4 202217
ADVISORY RESEARCH INC 1250.02%0.15%0.30%Q2 2019Q3 202317
Argent Trust Co 1020.04%0.12%0.33%Q1 2017Q3 202317
Estate Counselors, LLC 1410.18%1.86%4.54%Q1 2016Q3 202317
Stratos Wealth Partners, LTD. 1410.00%0.03%0.06%Q4 2017Q3 202317
Regal Investment Advisors LLC 910.02%0.08%0.19%Q3 2013Q3 202217
HNP Capital LLC 1250.17%1.72%6.81%Q4 2018Q1 202317
White Lighthouse Investment Management Inc. 17170.37%1.55%2.41%Q3 2019Q3 202317
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 17170.37%2.18%3.71%Q4 2018Q4 202217
BUCKINGHAM STRATEGIC WEALTH, LLC 1250.03%0.08%0.20%Q4 2018Q3 202317
Delta Investment Management, LLC 1160.10%1.88%6.72%Q4 2018Q3 202317
CAPTRUST FINANCIAL ADVISORS 17170.00%0.03%0.09%Q3 2019Q3 202317
Kovack Advisors, Inc. 17170.39%0.61%0.99%Q3 2019Q3 202317
Disciplined Investments, LLC 16162.35%2.99%3.70%Q4 2019Q3 202316
AllSquare Wealth Management LLC 16160.15%0.18%0.22%Q4 2019Q3 202316
S.A. Mason LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 16160.00%0.02%0.03%Q4 2019Q3 202316
Advisors Asset Management, Inc. 16160.00%0.00%0.01%Q3 2019Q2 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 1420.00%0.33%1.04%Q3 2019Q3 202316
Values First Advisors, Inc. 16161.37%1.97%3.39%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.04%0.09%0.28%Q4 2019Q3 202316
Marotta Asset Management 1330.08%0.34%0.84%Q4 2019Q4 202316
Elmwood Wealth Management, Inc. 810.66%3.14%6.46%Q4 2018Q3 202316
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.01%Q3 2018Q1 202316
Redhawk Wealth Advisors, Inc. 1330.49%1.85%6.36%Q4 2018Q3 202316
Anchor Investment Management, LLC 16160.40%0.57%0.75%Q1 2020Q4 202316
Equitable Holdings, Inc. 16160.00%0.03%0.13%Q4 2019Q3 202316
Donoghue Forlines LLC 610.26%4.76%15.48%Q2 2018Q2 202316
Cordant, Inc. 161613.10%15.44%17.44%Q4 2019Q3 202316
REGIONS FINANCIAL CORP 1510.00%0.06%0.13%Q4 2018Q3 202316
Legacy Bridge, LLC 16160.06%0.21%0.53%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.05%0.10%Q4 2019Q3 202316
Institute for Wealth Management, LLC. 1420.18%0.55%0.92%Q3 2019Q3 202316
TWO SIGMA SECURITIES, LLC 610.00%0.06%0.29%Q1 2016Q3 202316
Cedar Wealth Management, LLC 16160.20%0.34%0.60%Q4 2019Q3 202316
Allworth Financial LP 16160.00%0.00%0.00%Q4 2019Q3 202316
Perigon Wealth Management, LLC 1510.19%0.29%0.53%Q3 2011Q3 202316
Sigma Planning Corp 640.01%0.04%0.09%Q3 2016Q3 202316
QUANTUM CAPITAL MANAGEMENT 16161.26%4.23%11.60%Q4 2016Q3 202016
OSAIC HOLDINGS, INC. 15150.04%0.08%0.13%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.13%0.45%1.63%Q4 2019Q3 202315
Pacifica Partners Inc. 15150.03%0.06%0.13%Q2 2020Q4 202315
Prestige Wealth Management Group LLC 15150.00%0.56%2.86%Q1 2020Q3 202315
UBP Investment Advisors SA 960.08%0.56%1.06%Q4 2017Q2 202215
Advisor Group, Inc. 15150.00%0.03%0.09%Q2 2016Q4 201915
WESBANCO BANK INC 870.03%0.05%0.07%Q4 2013Q3 202315
IFC Holdings Incorporated/FL 960.02%0.08%0.15%Q2 2013Q2 201715
Cordatus Wealth Management LLC 530.08%0.83%2.48%Q4 2018Q2 202315
GeoWealth Management, LLC 1410.01%0.58%3.03%Q3 2019Q3 202315
Sowell Financial Services LLC 1010.01%0.10%0.30%Q3 2018Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.03%0.04%Q2 2019Q4 202215
SFMG, LLC 15150.05%0.30%2.80%Q1 2020Q3 202315
QUATTRO FINANCIAL ADVISORS LLC 1110.08%3.80%10.84%Q4 2018Q4 202215
Rosenberg Matthew Hamilton 15150.01%0.03%0.06%Q1 2020Q3 202315
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 15150.21%0.35%0.58%Q1 2020Q3 202315
PYA Waltman Capital, LLC 15150.21%2.20%8.01%Q1 2020Q3 202315
Elm Partners Management LLC 15150.59%4.06%11.63%Q1 2020Q3 202315
Capital Advisors, Ltd. LLC 15150.05%0.15%0.40%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 1310.01%0.02%0.04%Q3 2019Q3 202315
MSI Financial Services Inc 15150.07%0.16%0.24%Q2 2013Q4 201615
Roundview Capital LLC 15150.18%0.43%0.76%Q1 2020Q3 202315
FINANCIAL CONSULATE, INC 15150.12%0.53%1.89%Q4 2014Q2 201815
CAROLINAS WEALTH CONSULTING LLC 15150.05%0.24%1.40%Q1 2020Q3 202315
Global Trust Asset Management, LLC 15150.07%0.38%1.48%Q1 2020Q3 202315
Traverso Chambers Private Wealth Management, LLC 15157.75%9.53%11.10%Q1 2020Q3 202315
Bray Capital Advisors 15150.37%0.49%0.76%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1050.00%0.09%0.20%Q4 2019Q3 202315
PACIFIC FINANCIAL GROUP INC 15150.18%0.28%0.37%Q1 2020Q3 202315
OneDigital Investment Advisors LLC 1410.01%0.05%0.09%Q4 2017Q3 202315
EP Wealth Advisors, LLC 1210.01%0.05%0.09%Q4 2015Q3 202315
Trek Financial, LLC 1140.03%0.22%1.33%Q4 2018Q3 202315
Certified Advisory Corp 1140.06%1.03%2.18%Q3 2019Q3 202315
Winch Advisory Services, LLC 15155.81%9.52%13.48%Q1 2020Q3 202315
LINCOLN NATIONAL CORP 1140.01%0.01%0.04%Q4 2019Q3 202315
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14140.09%0.27%0.57%Q2 2018Q3 202114
Pure Financial Advisors, LLC 14140.35%1.51%2.27%Q3 2020Q4 202314
Great Point Wealth Advisors, LLC 14140.07%2.07%12.00%Q2 2020Q3 202314
Charles Schwab Trust Co 14140.07%2.70%6.61%Q2 2020Q3 202314
Lutz Financial Services LLC 14140.55%1.50%2.07%Q2 2020Q3 202314
LAKE STREET ADVISORS GROUP, LLC 810.05%0.11%0.16%Q4 2018Q3 202314
Mraz, Amerine & Associates, Inc. 14140.05%0.13%0.26%Q1 2020Q2 202314
SeaBridge Investment Advisors LLC 860.01%3.53%9.75%Q4 2016Q3 202314
Strategic Wealth Investment Group, LLC 14143.03%6.75%14.42%Q2 2020Q3 202314
M Holdings Securities, Inc. 510.07%0.22%0.43%Q4 2014Q1 202314
Jacobsen Capital Management 14142.51%5.21%8.30%Q2 2020Q3 202314
Northwest Quadrant Wealth Management, LLC 141411.29%12.80%15.44%Q3 2018Q4 202114
FLOW TRADERS U.S. LLC 710.01%0.19%0.45%Q2 2018Q3 202314
Resource Planning Group 14140.12%0.25%0.41%Q4 2018Q1 202214
BROWN BROTHERS HARRIMAN & CO 1310.00%0.00%0.02%Q1 2019Q3 202314
Diversified Trust Co 1310.01%0.17%0.31%Q1 2020Q3 202314
FDx Advisors, Inc. 710.01%0.22%0.43%Q2 2018Q3 202314
NEW SOUTH CAPITAL MANAGEMENT INC 1220.00%0.01%0.01%Q1 2014Q1 202014
FinTrust Capital Advisors, LLC 14140.02%0.14%0.22%Q2 2020Q3 202314
IBERIABANK CORP 910.05%0.11%0.25%Q4 2013Q2 202014
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.53%3.01%Q2 2020Q3 202314
STEEL GROVE CAPITAL ADVISORS, LLC 14140.57%1.47%2.70%Q2 2020Q3 202314
Column Capital Advisors, LLC 14140.01%0.32%0.56%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.37%1.52%4.55%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
MILES CAPITAL, INC. 14140.13%0.22%0.81%Q4 2016Q1 202014
CWA Asset Management Group, LLC 14140.03%0.66%3.58%Q2 2020Q3 202314
EVOKE WEALTH, LLC 1310.00%0.01%0.04%Q3 2019Q3 202314
WINTRUST INVESTMENTS LLC 1020.03%0.05%0.08%Q2 2018Q4 202214
Hummer Financial Advisory Services Inc 1221.03%1.25%1.88%Q4 2019Q3 202314
Arete Wealth Advisors, LLC 14140.02%0.35%2.86%Q1 2020Q2 202314
THOMPSON SIEGEL & WALMSLEY LLC 14140.00%0.01%0.01%Q3 2018Q4 202114
VERITY Wealth Advisors 14140.25%0.47%0.81%Q3 2020Q4 202314
Evensky & Katz LLC 820.00%1.09%5.05%Q3 2017Q3 202314
Gray Wealth Management Inc. 13130.12%0.20%0.31%Q1 2020Q1 202313
Private Advisory Group LLC 1210.05%0.95%1.31%Q2 2019Q3 202213
U S GLOBAL INVESTORS INC 13130.03%0.43%2.38%Q3 2019Q3 202213
FFT WEALTH MANAGEMENT LLC 610.01%0.10%0.24%Q2 2016Q3 202313
CGN Advisors LLC 13130.04%0.23%0.49%Q4 2020Q4 202313
WOLVERINE TRADING, LLC 310.00%0.01%0.03%Q4 2016Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 760.08%0.51%1.51%Q2 2020Q3 202313
WEDBUSH SECURITIES INC 13130.02%0.07%0.24%Q3 2020Q3 202313
Realta Investment Advisors 1120.00%0.07%0.13%Q2 2020Q3 202313
Cypress Capital, LLC 943.19%7.62%12.10%Q2 2020Q3 202313
Secure Asset Management, LLC 13130.25%0.60%1.18%Q1 2020Q1 202313
Monument Capital Management 1030.21%0.99%3.74%Q3 2018Q3 202313
LEAVELL INVESTMENT MANAGEMENT, INC. 13130.04%0.19%1.04%Q3 2020Q3 202313
Orion Portfolio Solutions, LLC 1210.00%0.24%0.39%Q2 2020Q3 202313
Apella Capital, LLC 1030.05%0.17%0.45%Q3 2020Q4 202313
Leelyn Smith, LLC 1210.02%0.07%0.12%Q4 2019Q1 202313
Capital Asset Advisory Services LLC 610.02%0.15%0.32%Q2 2017Q3 202313
Avion Wealth 760.00%3.33%13.11%Q1 2020Q3 202313
Strategic Financial Services, Inc, 1210.02%0.66%1.14%Q2 2020Q3 202313
Carroll Financial Associates, Inc. 13130.00%0.07%0.12%Q4 2018Q4 202113
BESSEMER GROUP INC 910.00%0.00%0.01%Q3 2014Q3 202313
DRW Securities, LLC 610.01%0.13%0.99%Q2 2013Q4 201913
NOMURA ASSET MANAGEMENT CO LTD 13130.00%0.15%0.40%Q3 2020Q3 202313
ALBION FINANCIAL GROUP /UT 1030.03%0.07%0.19%Q2 2020Q3 202313
Foundations Investment Advisors, LLC 13130.01%0.86%3.71%Q3 2020Q3 202313
FIRST AMERICAN TRUST, FSB 13130.04%0.29%0.68%Q3 2020Q3 202313
Praetorian Wealth Management, Inc. 1210.17%3.90%11.58%Q2 2020Q3 202313
Dynamic Advisor Solutions LLC 630.02%0.06%0.21%Q2 2018Q3 202313
Investors Research Corp 13130.01%0.02%0.03%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.07%0.19%Q3 2020Q3 202313
DAVIS R M INC 13130.04%0.05%0.06%Q3 2020Q3 202313
Archford Capital Strategies, LLC 13130.08%1.64%2.47%Q2 2020Q2 202313
Zhang Financial LLC 13130.04%0.11%0.29%Q3 2020Q3 202313
Renaissance Technologies 1010.01%0.01%0.03%Q1 2019Q3 202313
Tri-Star Advisors Inc. 1030.19%2.05%8.71%Q2 2020Q3 202313
FIDUCIARY TRUST CO 13130.01%0.04%0.09%Q3 2020Q3 202313
Summit Global Investments 1110.07%0.14%0.72%Q4 2016Q3 202313
Bull Street Advisors, LLC 13133.19%4.63%5.04%Q3 2020Q3 202313
Westchester Capital Management, Inc. 13130.04%0.06%0.15%Q3 2020Q3 202313
F3Logic, LLC 1210.01%0.74%3.91%Q1 2018Q3 202113
Cerity Partners LLC 1210.01%0.06%0.25%Q1 2017Q3 202313
Total Clarity Wealth Management, Inc. 920.11%0.41%1.64%Q4 2019Q2 202313
OPPENHEIMER & CO INC 13130.01%0.06%0.10%Q3 2020Q3 202313
WIT, LLC 121215.44%23.47%28.37%Q4 2020Q3 202312
Compton Wealth Advisory Group, LLC 12120.20%0.27%0.43%Q3 2020Q2 202312
Barrett Asset Management, LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
Windward Private Wealth Management Inc. 12120.18%0.36%1.68%Q4 2020Q3 202312
Spears Abacus Advisors LLC 12120.02%0.03%0.07%Q1 2020Q4 202212
Lido Advisors, LLC 12120.02%0.10%0.21%Q4 2020Q3 202312
Falcon Wealth Planning 12121.60%2.12%2.50%Q4 2020Q3 202312
SHEPHERD KAPLAN KROCHUK, LLC 1020.10%0.27%0.71%Q3 2017Q2 202212
BOSTON FAMILY OFFICE LLC 12120.31%0.59%1.39%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.01%0.46%1.17%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.07%1.05%2.59%Q4 2020Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 750.02%1.28%4.45%Q3 2017Q3 202312
Portland Global Advisors LLC 12120.12%2.16%3.24%Q4 2020Q3 202312
D.A. DAVIDSON & CO. 12120.00%0.01%0.02%Q4 2020Q3 202312
Country Club Trust Company, n.a. 660.38%1.23%2.21%Q4 2018Q4 202112
Berger Financial Group, Inc 12120.03%0.58%1.66%Q4 2020Q3 202312
Prudent Man Advisors, LLC 12120.10%0.17%0.54%Q2 2020Q1 202312
THRIVENT FINANCIAL FOR LUTHERANS 1110.00%0.12%0.25%Q1 2019Q3 202312
WBH ADVISORY INC 930.15%0.81%1.75%Q3 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.66%1.87%2.80%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.14%0.53%0.76%Q4 2020Q3 202312
KCS Wealth Advisory 12120.18%2.46%4.99%Q4 2020Q3 202312
Arden Trust Co 12120.04%0.22%0.43%Q1 2021Q4 202312
Legacy Wealth Asset Management, LLC 12120.34%0.38%0.43%Q4 2020Q3 202312
Human Investing LLC 12120.21%1.81%3.60%Q4 2020Q3 202312
Principle Wealth Partners LLC 610.02%0.67%2.41%Q4 2018Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.00%0.00%0.00%Q2 2018Q2 202112
Moser Wealth Advisors, LLC 1020.01%1.80%6.50%Q3 2020Q3 202312
STEPHENS INC /AR/ 610.00%0.01%0.02%Q1 2019Q3 202312
Crabel Capital Management, LLC 840.06%0.79%2.65%Q3 2020Q3 202312
VISTA INVESTMENT MANAGEMENT 12120.28%0.82%1.55%Q4 2019Q3 202212
Oak Harvest Investment Services 12124.98%6.42%8.38%Q4 2020Q3 202312
Q3 Asset Management 810.00%0.23%0.41%Q4 2017Q1 202212
Safir Wealth Advisors, LLC 12128.50%12.43%15.94%Q4 2020Q3 202312
McLean Asset Management Corp 12120.34%1.85%3.37%Q1 2021Q4 202312
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.16%0.42%0.80%Q1 2020Q4 202212
First Allied Advisory Services, Inc. 1010.00%0.05%0.17%Q1 2017Q3 202012
SG Americas Securities, LLC 610.01%0.02%0.05%Q4 2017Q3 202312
CULLEN/FROST BANKERS, INC. 1010.00%0.00%0.00%Q4 2019Q3 202311
Pallas Capital Advisors LLC 11110.05%0.82%2.90%Q1 2021Q3 202311
JFS WEALTH ADVISORS, LLC 920.01%0.02%0.04%Q4 2016Q3 202311
Virtu KCG Holdings LLC 610.01%0.02%0.04%Q3 2013Q2 201711
Pasadena Private Wealth, LLC 510.27%6.21%17.86%Q1 2019Q3 202311
Geneos Wealth Management Inc. 420.00%0.02%0.15%Q4 2017Q3 202311
Spire Wealth Management 11110.02%1.31%3.18%Q1 2021Q3 202311
Miracle Mile Advisors, LLC 610.01%0.76%7.44%Q4 2014Q1 202311
Forward Management, LLC 11110.49%0.74%1.17%Q2 2013Q4 201511
Savant Capital, LLC 1010.00%0.04%0.07%Q4 2019Q2 202311
Twin Lakes Capital Management, LLC 650.24%0.32%0.39%Q4 2020Q3 202311
Stratos Wealth Advisors, LLC 1010.05%0.56%1.13%Q4 2020Q3 202311
Ridgewood Investments LLC 11110.18%0.88%3.16%Q1 2021Q3 202311
M. Kulyk & Associates, LLC 11110.06%1.69%5.19%Q4 2020Q2 202311
B. Riley Wealth Advisors, Inc. 810.01%0.04%0.12%Q1 2020Q3 202311
COMERICA BANK 910.00%0.03%0.12%Q2 2020Q3 202311
Tolleson Wealth Management, Inc. 11110.22%0.26%0.30%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 1010.01%0.06%0.21%Q3 2020Q3 202311
LAZARD ASSET MANAGEMENT LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.14%0.66%0.97%Q4 2020Q2 202311
Lloyd Advisory Services, LLC. 11110.09%0.19%0.55%Q4 2019Q2 202211
Capital Investment Services of America, Inc. 11110.18%0.84%1.82%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 650.02%0.23%0.54%Q3 2020Q3 202311
Crestwood Advisors Group, LLC 11110.01%0.02%0.05%Q1 2021Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 650.00%0.44%1.83%Q4 2014Q2 202111
DB Wealth Management Group, LLC 740.01%0.03%0.19%Q4 2020Q3 202311
Cornerstone Wealth Advisors, Inc. 111121.27%24.70%27.40%Q1 2021Q3 202311
WALLER FINANCIAL PLANNING GROUP, INC 810.06%1.65%9.00%Q2 2020Q2 202311
MBA Advisors LLC 11110.21%0.40%0.70%Q1 2021Q3 202311
Relative Value Partners Group, LLC 830.02%1.76%2.68%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.03%0.03%0.04%Q1 2018Q3 202011
AVANTAX ADVISORY SERVICES, INC. 710.00%0.02%0.04%Q3 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.17%0.19%0.21%Q1 2021Q3 202311
COLTON GROOME FINANCIAL ADVISORS, LLC 11110.15%0.30%0.46%Q2 2019Q4 202111
ADVANTAGE INVESTMENT MANAGEMENT, LLC 11110.05%1.06%2.16%Q1 2017Q3 201911
Beaumont Financial Partners, LLC 620.05%0.87%5.65%Q3 2018Q3 202211
ACG Wealth 920.03%0.05%0.08%Q3 2019Q3 202211
American Money Management, LLC 650.14%3.63%5.75%Q4 2019Q3 202311
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Opus Capital Group, LLC 740.04%1.76%5.32%Q2 2020Q3 202311
GUGGENHEIM CAPITAL LLC 830.00%0.01%0.03%Q2 2019Q3 202311
MONUMENTAL FINANCIAL GROUP INC. 11110.36%5.50%9.53%Q1 2021Q3 202311
Orgel Wealth Management, LLC 510.09%5.71%13.54%Q1 2019Q3 202311
Sage Mountain Advisors LLC 11110.51%1.45%2.22%Q1 2021Q3 202311
Evanson Asset Management, LLC 820.03%0.29%1.35%Q3 2020Q3 202310
NORTHEAST INVESTMENT MANAGEMENT 550.04%0.07%0.12%Q2 2015Q4 201710
Orion Capital Management LLC 910.01%0.53%0.87%Q4 2020Q3 202310
Mariner, LLC 910.01%0.20%0.34%Q2 2019Q3 202310
NWK Group, Inc. 10100.02%0.19%0.54%Q1 2020Q2 202210
Hanson & Doremus Investment Management 910.10%0.41%0.58%Q1 2021Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Elgethun Capital Management 10100.17%0.22%0.28%Q2 2020Q3 202210
ORSER CAPITAL MANAGEMENT, LLC 10102.95%7.94%12.37%Q1 2019Q2 202110
Bedel Financial Consulting, Inc. 10100.00%0.00%0.01%Q1 2019Q2 202110
Koss-Olinger Consulting, LLC 10100.08%0.13%0.27%Q2 2021Q3 202310
DAGCO, INC. 10100.33%3.66%5.04%Q3 2020Q4 202210
Hilltop Holdings Inc. 730.04%0.36%0.72%Q2 2019Q3 202310
EATON VANCE MANAGEMENT 10100.00%0.01%0.02%Q2 2020Q3 202210
Benchmark Wealth Management, LLC 10100.16%0.42%0.67%Q2 2021Q3 202310
RFG Advisory, LLC 420.01%0.11%0.50%Q3 2018Q1 202310
Chandler Asset Management, Inc. 820.18%1.04%4.37%Q4 2017Q3 202310
Financial Gravity Asset Management, Inc. 810.00%0.04%0.30%Q4 2020Q3 202310
Titan Capital Management, LLC /TX 10108.63%11.10%16.09%Q1 2021Q2 202310
HUNTINGTON NATIONAL BANK 10100.02%0.03%0.03%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 710.02%0.23%0.51%Q4 2020Q3 202310
Dorsey & Whitney Trust CO LLC 310.02%0.04%0.09%Q1 2019Q3 202310
Betterment LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.01%0.18%0.47%Q2 2020Q3 202210
Bison Wealth, LLC 910.06%0.17%0.32%Q3 2019Q1 202210
Highland Private Wealth Management 730.06%0.10%0.17%Q2 2016Q2 201910
HARBOUR INVESTMENTS, INC. 640.18%0.32%0.37%Q1 2021Q3 202310
Eukles Asset Management 730.00%0.02%0.03%Q2 2019Q3 202310
True Link Financial Advisors, LLC 10100.03%0.24%0.70%Q4 2020Q1 202310
Lindbrook Capital, LLC 910.00%0.00%0.01%Q4 2018Q2 202110
B. Riley Wealth Management, Inc. 820.00%0.51%2.53%Q4 2019Q2 202210
IndexIQ Advisors LLC 10100.01%0.95%2.57%Q3 2018Q4 202010
Milestone Advisory Partners 10100.17%3.02%11.16%Q1 2020Q2 202210
Perella Weinberg Partners Capital Management LP 730.07%0.40%1.17%Q4 2017Q4 202010
Mirae Asset Global Investments Co., Ltd. 10100.01%0.05%0.07%Q2 2021Q3 202310
First City Capital Management, Inc. 10100.47%1.52%2.26%Q1 2020Q2 202210
CITY NATIONAL BANK 10100.01%0.01%0.02%Q2 2013Q3 201510
55I, LLC 10100.02%0.18%0.51%Q4 2019Q1 202210
Merriman Wealth Management, LLC 210.03%0.64%2.66%Q2 2016Q2 202310
AMI INVESTMENT MANAGEMENT INC 510.09%1.49%11.32%Q3 2019Q3 20239
Choate Investment Advisors 990.00%0.26%0.60%Q3 2021Q3 20239
Suncoast Equity Management 990.04%0.05%0.06%Q4 2020Q4 20229
First Command Bank 720.02%0.04%0.09%Q4 2016Q2 20239
Wealth Advisors of Iowa, LLC 810.20%14.09%28.99%Q1 2020Q2 20229
Merit Financial Group, LLC 510.02%1.20%3.60%Q3 2018Q3 20239
Empirical Finance, LLC 810.20%0.40%0.49%Q1 2018Q3 20209
Founders Capital Management 990.00%0.01%0.01%Q2 2021Q2 20239
Roble, Belko & Company, Inc 710.08%0.62%1.47%Q3 2018Q3 20239
Financial & Tax Architects, LLC 630.10%0.13%0.26%Q1 2021Q3 20239
AEGON USA Investment Management, LLC 990.60%0.79%0.96%Q2 2013Q2 20159
First Command Financial Services, Inc. 720.00%0.04%0.09%Q4 2016Q2 20239
Founders Financial Alliance, LLC 810.00%0.01%0.02%Q3 2020Q2 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.11%1.13%1.81%Q3 2021Q3 20239
EVERETT HARRIS & CO /CA/ 990.02%0.02%0.03%Q3 2020Q3 20229
Municipal Employees' Retirement System of Michigan 991.64%2.45%3.92%Q3 2021Q3 20239
Snider Financial Group 720.26%0.48%1.11%Q2 2021Q3 20239
First Horizon Advisors, Inc. 990.00%0.01%0.02%Q3 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.00%0.02%Q3 2021Q3 20239
Beaumont Capital Management, LLC 720.22%3.48%16.16%Q4 2020Q3 20239
IMPACTfolio, LLC 990.20%0.37%0.50%Q4 2021Q4 20239
First National Bank of South Miami 990.07%0.09%0.11%Q2 2021Q2 20239
Aveo Capital Partners, LLC 710.08%0.27%0.74%Q1 2020Q3 20239
Sovereign Investment Advisors, LLC 990.11%0.12%0.13%Q3 2021Q3 20239
CAHILL FINANCIAL ADVISORS INC 990.33%0.45%0.65%Q2 2015Q2 20179
Clearview Wealth Advisors LLC 540.06%0.28%1.02%Q4 2020Q3 20239
Compass Advisory Group LLC 990.17%4.37%8.33%Q4 2020Q4 20229
Fusion Investment Group, LLC 990.42%1.16%2.26%Q4 2013Q4 20159
MONECO Advisors, LLC 990.07%0.08%0.10%Q3 2021Q3 20239
Wealthspire Advisors, LLC 990.06%0.12%0.27%Q1 2020Q1 20229
DF DENT & CO INC 990.01%0.01%0.01%Q4 2015Q4 20179
U.S. Capital Wealth Advisors, LLC 620.01%0.06%0.15%Q3 2021Q3 20239
6 Meridian 991.20%2.37%3.25%Q4 2019Q4 20219
Modera Wealth Management, LLC 420.01%0.62%4.05%Q2 2018Q3 20239
MGO ONE SEVEN LLC 990.02%0.04%0.07%Q3 2021Q3 20239
Ameritas Investment Company, LLC 510.01%0.09%0.24%Q4 2018Q3 20219
Five Oceans Advisors 992.34%11.48%17.12%Q3 2021Q3 20239
WC Walker & Associates, Inc. 990.98%1.22%1.59%Q4 2020Q4 20229
EPG Wealth Management LLC 990.17%2.72%5.35%Q3 2021Q3 20239
Patten Group, Inc. 620.00%0.02%0.07%Q4 2015Q4 20218
PERSONAL CFO SOLUTIONS, LLC 620.07%0.39%1.33%Q1 2020Q3 20238
Foresight Wealth Management, LLC 880.04%1.72%4.26%Q3 2020Q2 20228
Verity Asset Management, Inc. 710.16%0.99%4.73%Q1 2020Q1 20228
PBMares Wealth Management LLC 710.09%0.18%0.34%Q3 2021Q3 20238
Claraphi Advisory Network, LLC 210.01%0.25%0.48%Q4 2018Q3 20228
Starfox Financial Services, LLC 880.88%6.34%8.27%Q4 2021Q3 20238
LCNB CORP 710.10%0.30%1.63%Q1 2020Q3 20238
MAYPORT, LLC 8812.38%13.00%14.06%Q4 2021Q3 20238
FIRST HAWAIIAN BANK 530.01%0.03%0.11%Q3 2018Q1 20218
Laraway Financial Advisors Inc 880.42%0.49%0.56%Q4 2021Q3 20238
Wedmont Private Capital 880.15%0.39%0.74%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 880.00%1.20%1.75%Q4 2021Q3 20238
BLUESTEM FINANCIAL ADVISORS, LLC 880.16%0.22%0.34%Q4 2019Q3 20218
Corrigan Financial, Inc. 880.06%0.10%0.18%Q1 2020Q4 20218
EverSource Wealth Advisors, LLC 880.13%0.30%0.57%Q4 2021Q3 20238
Capital Advantage, Inc. 710.12%0.14%0.17%Q3 2019Q1 20228
Successful Portfolios LLC 880.25%1.13%2.07%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.04%0.24%0.44%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 530.00%0.00%0.00%Q2 2016Q3 20188
Bell Rock Capital LLC 880.00%0.01%0.03%Q3 2017Q2 20198
Level Financial Advisors 8810.61%11.95%14.41%Q4 2021Q3 20238
Garde Capital, Inc. 510.06%0.11%0.16%Q1 2016Q2 20208
PATHSTONE FAMILY OFFICE, LLC 610.00%0.06%0.34%Q1 2017Q3 20238
Spectrum Planning & Advisory Services Inc. 880.52%7.16%9.59%Q4 2020Q3 20228
CONTINENTAL INVESTORS SERVICES, INC. 880.53%0.64%0.70%Q4 2021Q3 20238
Frontier Wealth Management LLC 710.10%0.21%0.25%Q2 2020Q2 20228
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 880.00%0.53%1.85%Q4 2021Q3 20238
Unconventional Investor, LLC 882.91%3.39%3.67%Q4 2021Q3 20238
AdvicePeriod, LLC 880.02%2.37%4.16%Q3 2019Q2 20218
Peterson Financial Group, Inc. 880.23%0.31%0.42%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 880.24%0.36%0.42%Q3 2021Q2 20238
CHILTON INVESTMENT CO INC. 880.01%0.01%0.02%Q2 2020Q1 20228
TPG Financial Advisors, LLC 880.25%1.07%1.59%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.02%1.27%2.59%Q4 2021Q3 20238
VICUS CAPITAL 440.04%0.08%0.15%Q1 2016Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.18%0.27%0.44%Q4 2021Q3 20238
Private Capital Group, LLC 880.00%0.01%0.03%Q4 2017Q3 20198
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.04%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.09%0.11%0.14%Q4 2021Q3 20238
Cranbrook Wealth Management, LLC 880.04%0.05%0.05%Q4 2020Q3 20228
PROVENCE WEALTH MANAGEMENT GROUP 880.28%0.43%0.73%Q4 2021Q3 20238
Echo45 Advisors LLC 886.81%9.44%13.08%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.04%0.20%Q4 2021Q3 20238
One Day In July LLC 880.36%0.44%0.70%Q4 2021Q3 20238
HC Advisors, LLC 881.10%1.87%2.41%Q4 2021Q3 20238
McDonough Capital Management, Inc 884.66%5.46%6.44%Q4 2021Q3 20238
Visionary Wealth Advisors 880.30%0.71%1.71%Q1 2020Q4 20218
MMBG INVESTMENT ADVISORS CO. 880.02%0.05%0.12%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 710.01%0.01%0.02%Q1 2020Q3 20238
Capital Advisory Group Advisory Services, LLC 880.01%0.36%2.73%Q3 2020Q2 20228
Pinnacle Financial Group, LLC / IL 880.30%0.82%1.39%Q4 2021Q3 20238
Ancora Advisors LLC 510.00%0.05%0.14%Q2 2019Q4 20218
Treynor Bancshares, Inc. 883.32%3.65%4.03%Q4 2021Q3 20238
Mosaic Family Wealth, LLC 710.00%0.16%0.24%Q3 2018Q4 20218
Sage Financial Management Group, Inc. 411.14%6.23%12.13%Q4 2020Q3 20237
HRT FINANCIAL LP 310.00%0.03%0.06%Q3 2020Q3 20237
Fiera Capital Corp 410.00%0.00%0.01%Q1 2020Q3 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.08%0.15%0.24%Q1 2021Q3 20227
Teamwork Financial Advisors, LLC 610.15%1.56%4.09%Q2 2020Q1 20237
Atria Wealth Solutions, Inc. 770.09%0.14%0.18%Q1 2022Q3 20237
GW HENSSLER & ASSOCIATES LTD 770.01%0.10%0.15%Q3 2020Q1 20227
Hirtle Callaghan & Co LLC 770.02%0.44%0.60%Q1 2022Q3 20237
Walkner Condon Financial Advisors LLC 770.07%0.15%0.30%Q1 2022Q3 20237
HB Wealth Management, LLC 610.02%1.57%2.81%Q4 2021Q3 20237
Baker Ellis Asset Management LLC 770.06%0.07%0.09%Q2 2019Q4 20207
NextCapital Advisers, Inc. 771.56%1.99%2.75%Q4 2020Q2 20227
Alexandria Capital, LLC 770.04%0.06%0.10%Q1 2020Q3 20217
L.M. KOHN & COMPANY 770.27%0.47%0.69%Q1 2022Q3 20237
Astoria Strategic Wealth, Inc. 770.44%1.20%1.70%Q2 2021Q4 20227
Manhattan West Asset Management, LLC 773.32%4.98%6.19%Q1 2022Q3 20237
Integre Asset Management, LLC 770.13%0.25%0.33%Q2 2018Q4 20197
Emerald Advisors, LLC 770.45%0.75%1.50%Q1 2020Q3 20217
Welch Group, LLC 770.02%0.04%0.05%Q2 2020Q4 20217
Ameraudi Asset Management, Inc. 770.10%0.49%1.25%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.00%0.09%0.16%Q1 2022Q3 20237
SHEETS SMITH WEALTH MANAGEMENT 770.05%0.10%0.23%Q1 2022Q3 20237
Miller Investment Management, LP 522.81%4.13%8.54%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 771.38%1.67%2.29%Q1 2022Q3 20237
BRIGHTON JONES LLC 770.02%0.03%0.05%Q1 2021Q3 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.10%0.16%Q1 2022Q3 20237
Pinnacle Wealth Management Advisory Group, LLC 770.07%0.19%0.48%Q1 2020Q3 20217
MJP ASSOCIATES INC /ADV 770.24%0.34%0.46%Q4 2020Q2 20227
Covestor Ltd 770.01%0.01%0.01%Q1 2022Q3 20237
DAVENPORT & Co LLC 410.00%0.01%0.06%Q3 2020Q3 20227
PINNACLE ASSOCIATES LTD 770.01%0.01%0.03%Q1 2020Q3 20217
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.03%0.08%0.15%Q1 2020Q3 20217
H&H Retirement Design & Management INC 430.21%0.54%1.05%Q1 2020Q4 20217
Veracity Capital LLC 520.09%0.50%1.06%Q1 2020Q3 20237
Glenview Trust Co 770.02%0.03%0.03%Q1 2022Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Eudaimonia Partners, LLC 520.02%0.24%0.86%Q1 2020Q2 20227
AVAII WEALTH MANAGEMENT, LLC 770.29%0.51%0.69%Q1 2022Q3 20237
RWA WEALTH PARTNERS, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Freedom Investment Management, Inc. 770.02%0.04%0.05%Q1 2021Q3 20227
REUTER JAMES WEALTH MANAGEMENT, LLC 610.10%0.15%0.18%Q4 2021Q3 20237
Carlson Capital Management 770.12%0.37%0.73%Q1 2022Q3 20237
Clear Perspectives Financial Planning, LLC 520.00%0.41%0.84%Q4 2020Q1 20237
Alhambra Investment Management LLC 430.21%0.37%1.02%Q4 2020Q3 20237
ETF Portfolio Partners, Inc. 774.80%5.45%5.92%Q3 2021Q1 20237
MADISON INVESTMENT HOLDINGS INC 770.55%0.73%1.12%Q1 2018Q3 20197
Atlantic Private Wealth, LLC 770.06%3.57%6.75%Q4 2021Q2 20237
Rockbridge Investment Management, LCC 770.02%0.09%0.16%Q2 2020Q4 20217
Chemistry Wealth Management LLC 7711.74%14.45%15.85%Q1 2022Q3 20237
GenTrust, LLC 770.45%1.14%2.49%Q1 2022Q3 20237
JBJ Investment Partners, LLC 770.25%2.38%3.79%Q1 2020Q3 20217
SteelPeak Wealth, LLC 770.01%0.07%0.12%Q2 2020Q4 20217
Krilogy Financial LLC 610.00%0.21%1.43%Q3 2016Q1 20207
Vise Technologies, Inc. 771.23%2.24%3.07%Q1 2022Q3 20237
ETRADE Capital Management LLC 770.21%1.70%2.21%Q1 2019Q3 20207
CONDOR CAPITAL MANAGEMENT 770.11%0.12%0.14%Q4 2018Q2 20207
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
STRATEGIC WEALTH MANAGEMENT INC 770.65%0.86%1.34%Q2 2020Q4 20217
Waverly Advisors, LLC 520.03%0.31%0.64%Q1 2020Q3 20237
OneAscent Wealth Management LLC 770.18%5.33%8.70%Q1 2022Q3 20237
Empowered Funds, LLC 770.27%0.42%0.59%Q1 2022Q3 20237
Leeward Financial Partners, LLC 770.15%1.07%1.30%Q4 2021Q2 20237
HARBOR INVESTMENT ADVISORY, LLC 430.01%0.04%0.10%Q2 2021Q1 20237
Hilton Capital Management, LLC 776.70%9.62%12.12%Q1 2022Q3 20237
Narus Financial Partners, LLC 770.16%0.21%0.32%Q1 2022Q3 20237
McClarren Financial Advisors, Inc. 520.04%0.08%0.17%Q4 2021Q3 20237
WBI INVESTMENTS, LLC 520.05%0.19%0.34%Q1 2021Q4 20227
Diversified Portfolios, Inc. 430.06%0.24%0.33%Q4 2021Q3 20237
Landsberg, Bennett, & Dubbaneh LLC 770.57%3.61%5.46%Q1 2020Q3 20217
PRIVATE TRUST CO NA 610.01%0.02%0.06%Q1 2020Q3 20237
Advisory Alpha, LLC 770.03%3.08%5.54%Q1 2022Q3 20237
Alaethes Wealth LLC 610.23%4.64%6.68%Q1 2021Q3 20237
LEUTHOLD GROUP, LLC 660.09%0.13%0.21%Q2 2022Q3 20236
KEYSTONE WEALTH PARTNERS 6616.25%18.15%20.25%Q4 2020Q1 20226
Coastline Trust Co 660.03%0.08%0.10%Q4 2020Q1 20226
Cypress Wealth Services, LLC 660.09%0.11%0.12%Q4 2017Q1 20196
Family Management Corp 660.00%0.07%0.23%Q2 2022Q3 20236
Violich Capital Management, Inc. 310.06%0.08%0.10%Q1 2018Q3 20236
Robertson Stephens Wealth Management, LLC 420.03%0.14%0.39%Q1 2020Q3 20236
J.W. COLE ADVISORS, INC. 410.02%0.04%0.06%Q1 2021Q3 20236
Whitegate Investment Counselors, Inc. 660.05%0.08%0.11%Q2 2020Q3 20216
Apriem Advisors 660.05%3.96%5.26%Q2 2022Q3 20236
Venture Visionary Partners LLC 410.01%0.03%0.07%Q4 2020Q1 20236
VANGUARD GROUP INC 330.00%0.00%0.00%Q4 2015Q3 20236
SPINNAKER TRUST 660.67%3.62%4.73%Q2 2022Q3 20236
Wealth Dimensions Group, Ltd. 6612.52%13.91%16.20%Q2 2022Q3 20236
Avidian Wealth Solutions, LLC 420.04%0.11%0.27%Q1 2022Q3 20236
Vestmark Advisory Solutions, Inc. 660.01%0.03%0.06%Q1 2022Q2 20236
BB&T SECURITIES, LLC 510.00%0.00%0.00%Q1 2018Q3 20196
GREAT VALLEY ADVISOR GROUP, INC. 660.02%0.05%0.08%Q2 2022Q3 20236
Whitcomb & Hess, Inc. 663.99%4.12%4.35%Q2 2022Q3 20236
TCF National Bank 330.03%0.13%0.30%Q3 2019Q1 20216
1834 INVESTMENT ADVISORS CO 660.04%3.53%5.07%Q2 2022Q3 20236
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 510.13%0.27%0.38%Q1 2022Q3 20236
Rise Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Ellis Investment Partners, LLC 660.01%0.02%0.02%Q2 2021Q3 20226
JANICZEK WEALTH MANAGEMENT, LLC 510.01%0.03%0.14%Q4 2018Q4 20226
LEO BROKERAGE, LLC 510.05%0.67%3.26%Q3 2020Q1 20226
Hexagon Capital Partners LLC 660.02%0.30%0.40%Q2 2022Q3 20236
Coombe, Bender & Co LLC 661.06%1.78%2.63%Q2 2022Q3 20236
MASSMUTUAL TRUST CO FSB/ADV 660.56%0.88%1.05%Q3 2022Q4 20236
Lenox Wealth Advisors, LLC 510.00%0.00%0.00%Q4 2017Q1 20226
RETIREMENT CAPITAL STRATEGIES 660.17%3.00%6.26%Q2 2020Q3 20216
Keebeck Wealth Management, LLC 660.07%0.08%0.10%Q2 2022Q3 20236
Executive Wealth Management, LLC 660.08%0.29%0.49%Q2 2022Q3 20236
Paradigm Financial Advisors, LLC 661.47%2.32%4.53%Q3 2020Q4 20216
Leicht Financial Planning & Wealth Management, Inc. 660.27%2.75%4.52%Q4 2018Q1 20206
Azimuth Capital Investment Management LLC 660.04%0.05%0.07%Q2 2022Q3 20236
Blue Trust, Inc. 661.17%3.07%4.32%Q2 2022Q3 20236
Cornerstone Advisory, LLC 660.12%0.18%0.22%Q2 2022Q3 20236
Continuum Advisory, LLC 210.05%0.52%2.64%Q4 2018Q2 20236
Apollon Wealth Management, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
WMS Partners, LLC 660.36%1.20%2.32%Q2 2022Q3 20236
Texas Capital Bank Wealth Management Services Inc 660.07%0.12%0.17%Q2 2022Q3 20236
Faithward Advisors, LLC 660.11%1.36%4.50%Q2 2022Q3 20236
Kingsview Wealth Management, LLC 420.01%0.07%0.21%Q1 2017Q4 20216
FORVIS Wealth Advisors, LLC 660.03%0.07%0.10%Q2 2022Q3 20236
Cadent Capital Advisors, LLC 510.27%0.48%1.01%Q4 2020Q3 20236
Bangor Savings Bank 660.00%0.00%0.01%Q2 2022Q3 20236
Homrich & Berg 510.01%0.18%0.40%Q4 2017Q3 20216
STANSBERRY ASSET MANAGEMENT, LLC 420.05%0.07%0.08%Q3 2018Q1 20236
Baker Avenue Asset Management, LP 420.00%0.01%0.01%Q1 2021Q3 20236
CoreFirst Bank & Trust 660.02%0.05%0.21%Q2 2022Q3 20236
TrueWealth Advisors, LLC 660.10%0.68%1.12%Q2 2022Q3 20236
Guidance Point Advisors, LLC 660.12%0.14%0.15%Q3 2020Q4 20216
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q3 2020Q4 20216
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SMITH SHELLNUT WILSON LLC /ADV 661.40%1.57%1.73%Q1 2022Q2 20236
Schoolcraft Capital LLC 660.28%2.91%4.03%Q1 2019Q2 20206
Sand Hill Global Advisors, LLC 660.02%0.58%0.92%Q2 2022Q3 20236
IFS Advisors, LLC 669.65%20.30%38.36%Q3 2021Q4 20226
Coston, McIsaac & Partners 660.08%0.11%0.22%Q2 2022Q3 20236
Brickley Wealth Management 660.06%0.11%0.14%Q2 2022Q3 20236
Clearshares LLC 661.42%1.51%1.70%Q4 2017Q1 20196
Horizon Kinetics 663.43%4.14%5.41%Q3 2017Q4 20186
HL FINANCIAL SERVICES LLC 660.01%0.10%0.27%Q4 2017Q1 20196
Disciplina Capital Management LLC 510.01%0.32%0.60%Q4 2018Q4 20206
FormulaFolio Investments, LLC 210.02%0.37%0.63%Q2 2016Q4 20206
Quantum Capital Management, LLC / NJ 660.01%0.03%0.04%Q4 2020Q1 20226
Frontier Asset Management, LLC 660.28%0.52%0.93%Q2 2022Q3 20236
AlphaStar Capital Management, LLC 410.02%0.21%0.34%Q3 2020Q3 20236
Mosaic Advisors LLC 664.98%5.90%6.78%Q2 2022Q3 20236
Azimuth Capital Management LLC 660.06%0.09%0.16%Q4 2020Q1 20226
ACUTE INVESTMENT ADVISORY, LLC 664.88%9.75%15.02%Q1 2022Q2 20236
Marks Wealth, LLC 660.07%0.13%0.25%Q1 2021Q2 20226
MONEY CONCEPTS CAPITAL CORP 420.00%0.01%0.05%Q4 2020Q4 20226
Bridgeworth, LLC 660.14%0.66%1.70%Q2 2022Q3 20236
Barton Investment Management 660.17%0.20%0.22%Q2 2022Q3 20236
Laidlaw Wealth Management LLC 660.78%1.13%1.67%Q2 2022Q3 20236
Spearhead Capital Advisors, LLC 660.03%0.04%0.05%Q1 2021Q2 20226
Integrated Wealth Concepts LLC 660.06%0.13%0.18%Q2 2022Q3 20236
RS CRUM INC. 510.26%1.72%3.30%Q4 2021Q3 20236
LaFleur & Godfrey LLC 510.03%0.12%0.32%Q1 2022Q3 20236
Alpha Cubed Investments, LLC 660.03%0.07%0.20%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.04%0.28%0.75%Q1 2022Q2 20236
SIMON QUICK ADVISORS, LLC 510.04%0.16%0.32%Q2 2020Q3 20236
DDD Partners, LLC 660.92%1.10%1.32%Q2 2022Q3 20236
SHAH CAPITAL MANAGEMENT 662.87%4.73%12.22%Q2 2022Q3 20236
Capital Wealth Alliance, LLC 660.23%2.29%3.98%Q2 2020Q3 20216
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.87%1.60%2.65%Q2 2022Q3 20236
Paradigm Financial Partners, LLC 550.07%0.09%0.12%Q2 2022Q2 20235
MARIPAU WEALTH MANAGEMENT LLC 320.21%0.32%0.51%Q4 2021Q3 20235
MGO Private Wealth, LLC 550.22%0.58%1.98%Q3 2022Q3 20235
Applied Capital LLC 550.20%0.41%1.09%Q3 2022Q3 20235
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.33%0.62%0.78%Q3 2022Q3 20235
Manning & Napier Group, LLC 410.02%0.04%0.04%Q4 2018Q4 20215
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Greenwich Investment Management, Inc. 550.30%0.56%0.85%Q2 2018Q2 20195
Arkadios Wealth Advisors 410.01%0.01%0.02%Q4 2020Q3 20235
DRIVE WEALTH MANAGEMENT, LLC 320.08%0.36%0.93%Q1 2022Q3 20235
Invesco Ltd. 550.00%0.00%0.00%Q1 2022Q1 20235
COURIER CAPITAL LLC 320.11%0.64%1.49%Q2 2013Q3 20235
Meridian Wealth Management, LLC 320.20%0.22%0.24%Q4 2016Q1 20185
Fortis Advisors, LLC 552.11%2.42%2.91%Q1 2021Q1 20225
Wescott Financial Advisory Group, LLC 550.22%0.36%0.44%Q3 2022Q3 20235
WFA of San Diego, LLC 210.11%0.31%0.65%Q1 2022Q3 20235
Sage Investment Advisers LLC 320.53%2.48%3.93%Q4 2021Q3 20235
Virtu Financial LLC 210.01%0.05%0.10%Q3 2017Q1 20195
BANK OF NOVA SCOTIA 310.00%0.03%0.06%Q3 2021Q3 20235
OneAscent Financial Services LLC 554.81%5.94%6.90%Q1 2022Q1 20235
Arlington Partners LLC 320.07%0.24%0.36%Q3 2018Q2 20235
Cascadia Advisory Services, LLC 320.10%0.13%0.17%Q2 2020Q3 20215
KMS FINANCIAL SERVICES, INC 550.05%0.06%0.08%Q2 2013Q2 20145
Grove Bank & Trust 550.18%0.20%0.22%Q3 2022Q3 20235
Simplicity Wealth,LLC 552.05%2.41%2.67%Q3 2022Q3 20235
CENTRAL TRUST Co 550.01%0.01%0.01%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.27%0.41%0.54%Q4 2022Q4 20235
Balboa Wealth Partners 550.19%0.24%0.32%Q3 2022Q3 20235
BREWIN DOLPHIN LTD 550.03%0.03%0.03%Q2 2021Q2 20225
Bruderman Asset Management, LLC 550.03%0.04%0.06%Q1 2015Q1 20165
Community Financial Services Group, LLC 550.69%0.83%0.91%Q2 2020Q2 20215
WESTWOOD HOLDINGS GROUP INC 410.00%0.00%0.00%Q2 2017Q1 20215
Center for Financial Planning, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Cypress Point Wealth Management, LLC 552.15%4.89%7.78%Q3 2021Q3 20225
Acropolis Investment Management, LLC 550.68%2.45%5.34%Q3 2022Q3 20235
MATHER GROUP, LLC. 550.00%0.00%0.01%Q3 2022Q3 20235
MIDDLETON & CO INC/MA 550.77%0.92%1.03%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 550.05%0.06%0.07%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
FOUNDERS FINANCIAL SECURITIES LLC 210.05%0.39%0.83%Q2 2020Q2 20235
UNITED SERVICES AUTOMOBILE ASSOCIATION 550.08%0.12%0.15%Q3 2022Q3 20235
Grant Street Asset Management, Inc. 550.09%6.93%9.30%Q3 2022Q3 20235
BROWN ADVISORY INC 550.07%0.25%0.45%Q3 2022Q3 20235
Sullivan, Bruyette, Speros & Blaney, LLC 550.01%0.02%0.02%Q3 2019Q3 20205
LifeSteps Financial, Inc. 550.41%0.51%0.58%Q1 2020Q1 20215
HORIZON FINANCIAL SERVICES, LLC 553.53%9.32%11.65%Q3 2022Q3 20235
PHILADELPHIA TRUST CO 550.02%0.04%0.04%Q3 2015Q3 20165
ML & R WEALTH MANAGEMENT LLC 550.04%0.06%0.09%Q2 2022Q2 20235
ASB Consultores, LLC 410.09%0.11%0.16%Q1 2022Q2 20235
KRAFT ASSET MANAGEMENT, LLC 550.23%0.27%0.30%Q3 2022Q3 20235
Balentine LLC 550.10%0.10%0.12%Q3 2022Q3 20235
TCI Wealth Advisors, Inc. 310.00%0.02%0.04%Q1 2017Q4 20225
Strategic Point Investment Advisors, LLC 550.64%0.85%1.10%Q3 2022Q3 20235
Gerstein Fisher 410.08%0.36%0.65%Q3 2014Q4 20155
Autumn Glory Partners, LLC 210.11%1.02%2.06%Q4 2021Q3 20235
TIAA Kaspick, LLC 551.06%2.19%3.70%Q3 2020Q3 20215
Northland Capital Management LLC 5512.31%15.46%20.50%Q2 2022Q2 20235
SC&H Financial Advisors, Inc. 550.07%0.14%0.24%Q2 2022Q2 20235
Ameliora Wealth Management Ltd. 550.02%0.02%0.02%Q3 2022Q3 20235
UMB Bank, n.a. 550.00%0.00%0.00%Q4 2021Q4 20225
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.07%0.11%0.13%Q1 2020Q1 20215
Virtue Capital Management, LLC 410.05%0.64%1.77%Q2 2018Q2 20205
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.81%1.33%Q4 2021Q3 20235
Essential Planning, LLC. 550.23%0.62%2.07%Q3 2022Q3 20235
Roger Wittlin Investment Advisory, LLC 410.19%0.90%1.97%Q2 2022Q3 20235
Addison Advisors LLC 550.00%0.32%1.03%Q3 2022Q3 20235
Horizons Wealth Management 550.02%0.02%0.03%Q2 2022Q2 20235
PFG Advisors 410.03%0.06%0.08%Q1 2021Q3 20235
Aspire Wealth Management Corp 550.02%0.05%0.08%Q2 2022Q2 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 559.10%9.62%10.42%Q1 2020Q1 20215
CAPE ANN SAVINGS BANK 551.69%5.07%6.15%Q3 2022Q3 20235
ARGI Investment Services, LLC 550.06%0.14%0.18%Q4 2017Q4 20185
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.00%Q2 2014Q2 20155
Braun-Bostich & Associates Inc. 550.90%0.98%1.07%Q2 2022Q2 20235
Joseph P. Lucia & Associates, LLC 410.01%0.01%0.01%Q2 2020Q3 20215
Summit Trail Advisors, LLC 410.06%0.40%0.84%Q3 2021Q3 20235
REDW Wealth LLC 551.73%2.18%2.65%Q3 2022Q3 20235
Main Management LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Voya Financial Advisors, Inc. 550.02%0.04%0.05%Q1 2019Q1 20205
Stephens Consulting, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
Red Tortoise LLC 410.64%1.41%1.78%Q3 2021Q3 20235
Wells Financial Advisors INC 550.14%5.82%8.76%Q3 2022Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.11%0.16%0.22%Q4 2021Q1 20235
Allred Capital Management, LLC 550.08%0.13%0.19%Q1 2020Q1 20215
Synergy Asset Management, LLC 550.16%0.23%0.36%Q3 2022Q3 20235
Bartlett & Co. LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Trexquant Investment LP 210.01%0.03%0.06%Q2 2020Q2 20235
Mutual Advisors, LLC 550.04%0.12%0.27%Q3 2022Q3 20235
Mechanics Financial Corp 550.34%0.92%1.53%Q3 2022Q3 20235
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 445.20%7.33%9.14%Q1 2018Q4 20184
Snowden Capital Advisors LLC 110.00%0.01%0.01%Q4 2019Q1 20234
STERLING INVESTMENT MANAGEMENT, LLC 4413.39%14.05%14.58%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 440.01%0.01%0.02%Q4 2022Q3 20234
BASSO CAPITAL MANAGEMENT, L.P. 441.18%1.43%1.60%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.06%0.11%0.23%Q4 2022Q3 20234
Brinker Capital Investments, LLC 440.28%0.45%0.57%Q1 2022Q4 20224
Bluefin Trading, LLC 310.02%0.06%0.08%Q1 2014Q2 20154
Greystone Financial Group, LLC 440.09%0.52%0.72%Q4 2020Q3 20214
CJM Wealth Advisers, Ltd. 442.74%3.83%5.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.02%0.02%Q4 2022Q3 20234
Sheets Smith Investment Management 310.83%3.64%6.69%Q4 2021Q4 20224
TFB Advisors LLC 440.17%0.26%0.44%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.00%0.12%0.29%Q1 2018Q4 20184
OLD MISSION CAPITAL LLC 310.01%0.02%0.04%Q1 2021Q3 20234
WEALTHSOURCE PARTNERS, LLC 210.03%0.06%0.09%Q4 2016Q1 20224
Farther Finance Advisors, LLC 440.22%0.30%0.34%Q4 2022Q3 20234
Flagstone Financial Management 440.10%0.11%0.13%Q4 2022Q3 20234
Meritas Wealth Management, LLC 440.18%0.34%0.77%Q4 2022Q3 20234
RAYNER & HAYNOR 440.37%0.37%0.38%Q4 2013Q3 20144
LEVEL FOUR ADVISORY SERVICES, LLC 310.02%0.15%0.33%Q4 2021Q3 20234
RIDGECREST WEALTH PARTNERS, LLC 440.21%0.53%0.64%Q1 2021Q4 20214
Lake Hills Wealth Management, LLC 443.24%8.84%12.86%Q1 2022Q4 20224
Cresset Asset Management, LLC 210.00%0.26%1.01%Q2 2019Q1 20234
Professional Financial Advisors, LLC 440.05%0.06%0.06%Q4 2021Q3 20224
Blueprint Investment Partners LLC 440.40%0.48%0.52%Q2 2022Q1 20234
NICOLET ADVISORY SERVICES, LLC 440.74%1.13%1.40%Q4 2022Q3 20234
Cadence Bank 440.05%0.06%0.08%Q4 2022Q3 20234
FIRST HORIZON CORP 440.05%0.09%0.13%Q3 2020Q2 20214
Harfst & Associates, Inc. 440.04%0.09%0.16%Q2 2015Q1 20164
Bleakley Financial Group, LLC 440.80%0.87%0.97%Q4 2022Q3 20234
Highview Capital Management LLC/DE/ 444.77%4.94%5.09%Q4 2022Q3 20234
IVC Wealth Advisors LLC 220.13%0.16%0.19%Q1 2022Q3 20234
Salomon & Ludwin, LLC 441.70%1.86%2.05%Q4 2022Q3 20234
Stokes Family Office, LLC 440.05%0.09%0.12%Q4 2022Q3 20234
FC Advisory LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Monterey Private Wealth, Inc. 440.29%0.34%0.39%Q4 2019Q3 20204
Hanlon Investment Management, Inc. 220.06%0.09%0.12%Q2 2022Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Truepoint, Inc. 210.06%0.11%0.22%Q2 2022Q3 20234
Capital Group Private Client Services, Inc. 440.00%0.01%0.03%Q4 2022Q3 20234
Independent Wealth Network Inc. 310.16%0.19%0.28%Q3 2021Q3 20234
Wealth & Pension Services Group, Inc. 440.51%0.70%0.94%Q4 2018Q3 20194
HCR Wealth Advisors 310.02%0.21%0.78%Q1 2019Q4 20204
Capital Advisors Wealth Management, LLC 440.09%0.11%0.12%Q1 2021Q4 20214
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.06%0.07%0.07%Q1 2022Q4 20224
Seven Post Investment Office LP 441.19%1.53%1.86%Q4 2022Q3 20234
Wealthsimple US, Ltd. 442.84%3.45%4.05%Q2 2020Q1 20214
Ethos Financial Group, LLC 441.23%2.23%3.02%Q4 2022Q3 20234
Lumature Wealth Partners, LLC 440.11%0.12%0.12%Q3 2021Q2 20224
Confluence Wealth Services, Inc. 440.19%0.21%0.23%Q4 2021Q3 20224
First County Bank /CT/ 440.53%0.55%0.58%Q4 2022Q3 20234
SigFig Wealth Management, LLC 440.01%0.27%0.49%Q4 2022Q3 20234
Magnolia Wealth Management, LLC 4416.38%17.44%19.02%Q4 2022Q3 20234
First Farmers & Merchants Bank / Trust 440.66%0.70%0.74%Q4 2021Q3 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.05%0.16%0.40%Q4 2022Q3 20234
MainStreet Investment Advisors LLC 442.60%3.19%3.74%Q4 2022Q3 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.07%0.14%0.18%Q1 2020Q4 20204
VALLEY WEALTH MANAGERS, INC. 440.05%0.06%0.08%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.12%0.12%0.14%Q4 2022Q3 20234
SHUFRO ROSE & CO LLC 440.02%0.13%0.17%Q4 2022Q3 20234
Money Design Co.,Ltd. 441.10%3.97%6.92%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Truadvice, LLC 310.12%1.59%3.33%Q2 2021Q3 20234
TRUST CO OF OKLAHOMA 440.54%0.82%0.94%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 210.00%0.43%1.18%Q4 2017Q3 20234
Tillman Hartley LLC 441.62%1.74%1.89%Q4 2022Q3 20234
SCHARF INVESTMENTS, LLC 440.02%0.03%0.04%Q1 2017Q4 20174
GFS Advisors, LLC 440.10%0.13%0.16%Q3 2021Q2 20224
Accurate Wealth Management, LLC 440.06%0.11%0.14%Q4 2022Q3 20234
Clean Yield Group 310.00%0.00%0.01%Q4 2020Q4 20214
180 WEALTH ADVISORS, LLC 310.13%0.21%0.28%Q3 2019Q3 20204
Waypoint Capital Advisors, LLC 440.10%0.11%0.14%Q3 2022Q2 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
R. W. Roge & Company, Inc. 440.15%6.68%24.86%Q4 2022Q3 20234
Retirement Planning Group, LLC 440.03%0.07%0.15%Q2 2021Q1 20224
Perennial Advisors, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 445.62%5.86%6.27%Q4 2022Q3 20234
Great Waters Wealth Management 440.37%0.39%0.43%Q4 2022Q3 20234
Aries Wealth Management 440.09%0.09%0.09%Q4 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.04%0.05%0.06%Q4 2022Q3 20234
Jaffetilchin Investment Partners, LLC 440.16%0.67%1.78%Q4 2022Q3 20234
Altiora Financial Group, LLC 441.42%1.73%2.36%Q4 2022Q3 20234
Marietta Wealth Management, LLC 440.39%0.43%0.49%Q4 2022Q3 20234
Herr Investment Group LLC 442.19%3.54%4.50%Q4 2022Q3 20234
TSFG, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 440.04%0.83%3.17%Q4 2022Q3 20234
Stuart Chaussee & Associates, Inc. 440.14%0.25%0.39%Q1 2020Q4 20204
Clearstead Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
WOODWARD DIVERSIFIED CAPITAL, LLC 440.18%0.24%0.30%Q1 2022Q4 20224
Allspring Global Investments Holdings, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
Inspire Advisors, LLC 220.06%3.89%12.05%Q4 2021Q3 20234
Ameritas Advisory Services, LLC 210.01%0.08%0.11%Q4 2021Q3 20234
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
DOPKINS WEALTH MANAGEMENT, LLC 440.43%0.52%0.59%Q4 2022Q3 20234
Icon Wealth Partners, LLC 310.02%0.04%0.05%Q2 2021Q3 20234
Capital One Investing, Inc. 441.54%1.68%1.93%Q4 2018Q3 20194
Cardan Capital Partners, LLC 443.30%4.54%5.58%Q1 2020Q4 20204
Ignite Planners, LLC 310.35%0.40%0.46%Q1 2022Q3 20234
Charles Schwab Investment Advisory, Inc. 310.00%0.24%0.94%Q4 2018Q2 20234
D. SCOTT NEAL, INC. 440.66%7.43%15.30%Q1 2020Q4 20204
Wolff Financial Management LLC 443.79%6.32%12.20%Q4 2022Q3 20234
Biltmore Capital Advisors LLC 310.13%0.55%1.70%Q4 2018Q3 20204
MORRIS FINANCIAL CONCEPTS, INC. 440.04%0.04%0.05%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.20%0.21%0.23%Q4 2022Q3 20234
Orcam Financial Group 440.60%0.91%1.32%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.18%0.22%0.25%Q4 2022Q3 20234
Investment Advisory Group, LLC 440.39%0.78%0.94%Q4 2022Q3 20234
Laurel Wealth Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Advisor Resource Council 110.15%0.21%0.33%Q2 2021Q1 20234
USA FINANCIAL FORMULAS 310.16%0.32%0.61%Q3 2019Q3 20204
LEVEL FOUR FINANCIAL, LLC 440.10%0.14%0.18%Q4 2020Q3 20214
New Republic Capital, LLC 440.03%0.06%0.12%Q4 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 440.01%0.06%0.11%Q1 2018Q4 20184
PINNACLE FINANCIAL PARTNERS INC 440.01%0.01%0.01%Q4 2022Q3 20234
VIAWEALTH, LLC 441.87%2.07%2.19%Q4 2022Q3 20234
Swift Run Capital 449.29%10.39%11.02%Q1 2020Q4 20204
Vantage Financial Partners Ltd., Inc. 440.25%0.89%1.83%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.32%0.50%0.66%Q4 2022Q3 20234
True North Advisors, LLC 440.07%0.11%0.15%Q2 2020Q1 20214
REGENTATLANTIC CAPITAL LLC 220.01%0.02%0.04%Q2 2021Q3 20224
DecisionPoint Financial, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 210.04%0.24%0.75%Q4 2020Q3 20224
Schiavi & Co LLC 440.39%8.06%10.72%Q4 2022Q3 20234
Prairiewood Capital, LLC 440.34%0.39%0.45%Q4 2022Q3 20234
Procyon Advisors, LLC 440.08%0.11%0.15%Q1 2022Q4 20224
Hochman Cole Investment Advisors, Inc. 440.15%0.16%0.17%Q4 2017Q3 20184
Independent Advisor Alliance 210.01%0.05%0.10%Q4 2019Q3 20234
Arista Wealth Management, LLC 445.99%8.53%9.96%Q4 2022Q3 20234
Guardian Wealth Management, Inc. 440.10%0.11%0.12%Q4 2022Q3 20234
Sound Financial Strategies Group, LLC 440.00%15.06%34.38%Q4 2021Q3 20224
Fulcrum Equity Management 440.19%0.38%0.62%Q1 2021Q4 20214
Financial Architects, Inc 310.00%0.00%0.00%Q4 2018Q2 20204
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.19%0.22%0.26%Q4 2022Q3 20234
Centurion Wealth Management LLC 442.82%3.56%3.92%Q4 2022Q3 20234
HOHIMER WEALTH MANAGEMENT, LLC 440.08%0.09%0.10%Q3 2020Q2 20214
NEIRG Wealth Management, LLC 440.21%0.65%0.93%Q3 2022Q2 20234
Essex Savings Bank 440.08%0.08%0.09%Q4 2022Q3 20234
Gitterman Wealth Management, LLC 4443.37%44.02%44.47%Q4 2022Q3 20234
Verum Partners LLC 443.34%5.60%6.89%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.17%0.28%0.40%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.65%2.62%7.94%Q4 2022Q4 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.36%0.58%0.72%Q4 2022Q3 20234
Csenge Advisory Group 220.02%0.10%0.15%Q2 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 445.63%7.54%10.99%Q4 2022Q3 20234
Private Ocean, LLC 310.00%0.00%0.00%Q2 2022Q2 20234
Blackhawk Capital Partners LLC. 313.71%3.90%4.18%Q2 2022Q3 20234
Fountainhead AM, LLC 440.13%0.44%0.73%Q4 2022Q3 20234
Vigilant Capital Management, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.01%0.01%Q2 2018Q3 20234
AJ WEALTH STRATEGIES, LLC 220.02%0.39%0.81%Q4 2016Q2 20234
TEXAS CAPITAL BANCSHARES INC/TX 440.21%0.27%0.32%Q4 2022Q3 20234
SINECERA CAPITAL, LLC 330.26%0.29%0.33%Q1 2023Q3 20233
Well Done, LLC 210.09%0.18%0.34%Q2 2022Q1 20233
MAGNOLIA CAPITAL ADVISORS LLC 330.10%0.11%0.12%Q3 2021Q1 20223
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Matisse Capital 330.16%0.29%0.39%Q3 2021Q1 20223
Nordwand Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
L. Roy Papp & Associates, LLP 330.60%0.75%0.90%Q2 2020Q4 20203
Deane Retirement Strategies, Inc. 330.38%5.37%8.84%Q4 2022Q2 20233
Klingman & Associates, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Strategic Wealth Management Group, LLC 330.10%0.10%0.12%Q4 2020Q2 20213
Hamilton Wealth, LLC 330.11%1.50%3.59%Q1 2023Q3 20233
MOTCO 330.00%0.01%0.01%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 210.01%0.02%0.04%Q4 2022Q3 20233
GREENWOOD CAPITAL ASSOCIATES LLC 330.42%0.44%0.46%Q1 2023Q3 20233
Consolidated Planning Corp 330.86%0.93%1.03%Q3 2022Q1 20233
ECLECTIC ASSOCIATES INC /ADV 330.13%0.66%1.72%Q4 2022Q2 20233
PRUDENT INVESTORS NETWORK, INC. 3310.20%10.30%10.36%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.12%0.13%0.15%Q1 2022Q3 20223
DFPG INVESTMENTS, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
COLUMBIA ADVISORY PARTNERS LLC 210.42%0.66%0.81%Q3 2022Q3 20233
ORG Partners LLC 330.11%0.15%0.21%Q1 2023Q3 20233
TCG Advisory Services, LLC 330.12%0.14%0.19%Q1 2023Q3 20233
Canal Capital Management, LLC 210.21%2.05%3.12%Q2 2020Q2 20233
Family Capital Trust Co 331.18%1.23%1.28%Q1 2023Q3 20233
Econ Financial Services Corp 330.64%0.75%0.96%Q1 2023Q3 20233
Curran Financial Partners, LLC 330.39%0.41%0.45%Q1 2023Q3 20233
Hurlow Wealth Management Group, Inc. 330.16%0.17%0.18%Q1 2023Q3 20233
Clarius Group, LLC 330.42%0.45%0.48%Q4 2022Q2 20233
MANNING & NAPIER ADVISORS LLC 330.00%0.01%0.02%Q1 2017Q3 20173
Sunflower Bank, N.A. 330.09%0.18%0.22%Q2 2020Q4 20203
Crewe Advisors LLC 210.00%0.00%0.01%Q3 2022Q3 20233
SVB Investment Services Inc. 330.23%0.24%0.25%Q3 2020Q1 20213
Bowling Portfolio Management LLC 330.08%0.10%0.10%Q1 2022Q3 20223
Nilsine Partners, LLC 331.83%2.39%2.78%Q1 2023Q3 20233
WEBSTERROGERS FINANCIAL ADVISORS, LLC 210.81%0.85%0.93%Q2 2022Q3 20233
PETRA FINANCIAL ADVISORS INC 210.41%0.50%0.65%Q4 2022Q3 20233
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.13%0.16%0.19%Q2 2019Q4 20193
BEACON INVESTMENT ADVISORY SERVICES, INC. 330.28%0.30%0.31%Q1 2023Q3 20233
Towerpoint Wealth, LLC 330.21%0.24%0.29%Q1 2023Q3 20233
EisnerAmper Wealth Management Corporate Benefits, LLC 210.66%1.37%2.75%Q4 2018Q2 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Vident Investment Advisory, LLC 330.25%0.25%0.26%Q4 2022Q2 20233
Main Street Financial Solutions, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
ANGELES WEALTH MANAGEMENT, LLC 331.38%1.43%1.52%Q1 2023Q3 20233
Jasper Ridge Partners, L.P. 330.03%0.03%0.04%Q1 2023Q3 20233
Trustees of the Smith College 3320.91%26.03%31.72%Q1 2022Q3 20223
Newport Capital Group, LLC 3310.65%11.04%11.25%Q2 2022Q4 20223
WNY Asset Management, LLC 330.08%0.14%0.21%Q3 2022Q1 20233
Trinity Wealth Management, LLC 210.14%3.06%8.89%Q4 2020Q3 20233
Strategic Asset Management, LLC 330.04%0.05%0.08%Q3 2021Q1 20223
Windsor Capital Management, LLC 210.19%0.20%0.21%Q3 2016Q2 20193
GREENLEAF TRUST 330.01%0.01%0.01%Q2 2017Q4 20173
Vivaldi Capital Management LP 210.25%0.66%1.37%Q4 2021Q4 20223
MCF Advisors LLC 330.00%0.00%0.00%Q3 2018Q1 20193
EXCHANGE TRADED CONCEPTS, LLC 110.01%4.44%7.48%Q3 2020Q3 20233
Visionary Asset Management, Inc. 330.43%4.98%14.00%Q2 2018Q4 20183
Baystate Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Talisman Wealth Advisors LLC 330.38%0.60%0.80%Q4 2022Q2 20233
TITLEIST ASSET MANAGEMENT, LLC 331.25%1.50%1.67%Q1 2023Q3 20233
Hightower 6M Holding, LLC 331.85%1.86%1.86%Q1 2022Q3 20223
NORTHSTAR INVESTMENT ADVISORS LLC 210.11%0.14%0.15%Q2 2018Q1 20193
Madison Asset Management, LLC 330.64%0.75%0.94%Q4 2019Q2 20203
Beaird Harris Wealth Management, LLC 210.01%0.05%0.12%Q3 2022Q3 20233
CWS Financial Advisors, LLC 330.18%0.35%0.48%Q1 2023Q3 20233
First Personal Financial Services 330.07%0.08%0.08%Q4 2022Q2 20233
AMUSSEN HUNSAKER ASSOCIATES LLC 330.11%0.16%0.20%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.44%0.56%0.66%Q4 2022Q3 20233
Authentikos Wealth Advisory, LLC 330.50%0.59%0.72%Q1 2023Q3 20233
Veritable, L.P. 330.01%0.01%0.01%Q4 2022Q2 20233
American Trust 330.04%0.05%0.08%Q4 2022Q2 20233
O'Dell Group, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Sanctuary Wealth Management, L.L.C. 219.26%15.10%19.22%Q1 2021Q4 20213
Allegis Investment Advisors, LLC 330.06%0.07%0.08%Q1 2017Q3 20173
VALLEY NATIONAL ADVISERS INC 330.02%0.03%0.03%Q2 2017Q4 20173
Connecticut Wealth Management, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
PRESILIUM PRIVATE WEALTH, LLC 334.03%5.13%7.23%Q1 2023Q3 20233
Hudock, Inc. 330.00%0.00%0.00%Q1 2019Q3 20193
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SkyOak Wealth, LLC 330.14%0.21%0.28%Q4 2019Q2 20203
Arcadia Wealth Management, LLC 210.16%0.86%1.30%Q4 2022Q3 20233
Pine Valley Investments Ltd Liability Co 330.09%0.13%0.18%Q1 2023Q3 20233
Coyle Financial Counsel LLC 330.11%0.12%0.12%Q4 2021Q2 20223
Core Wealth Partners LLC 331.27%1.40%1.63%Q4 2022Q2 20233
TITLEIST CAPITAL, LLC 330.62%0.71%0.86%Q2 2022Q4 20223
Efficient Advisors, LLC 331.13%1.18%1.22%Q1 2023Q3 20233
WFA Asset Management Corp 330.02%0.02%0.02%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Callan Capital, LLC 330.41%0.42%0.44%Q1 2017Q3 20173
Lee Financial Co 330.00%0.01%0.01%Q1 2023Q3 20233
GYL FINANCIAL SYNERGIES, LLC 330.13%0.17%0.24%Q1 2023Q3 20233
PFG Investments, LLC 330.21%0.21%0.22%Q1 2023Q3 20233
Security Financial Services, INC. 330.07%0.07%0.08%Q1 2023Q3 20233
PRIVATE CAPITAL MANAGEMENT LLC 210.08%0.15%0.28%Q3 2021Q2 20233
Strata Wealth Advisors, LLC 2111.10%11.96%12.61%Q4 2022Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.02%0.02%Q1 2023Q3 20233
Foster Group, Inc. 331.95%2.01%2.07%Q1 2023Q3 20233
Ascent Group, LLC 210.07%0.26%0.40%Q2 2022Q2 20233
Clear Creek Financial Management, LLC 210.05%1.02%2.96%Q3 2020Q4 20223
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q2 20233
BURNEY CO/ 330.02%0.02%0.03%Q2 2021Q4 20213
StoneX Group Inc. 330.16%0.19%0.21%Q1 2023Q3 20233
BANK HAPOALIM BM 330.03%0.14%0.22%Q1 2020Q3 20203
Fiduciary Planning LLC 330.49%0.51%0.52%Q4 2022Q2 20233
Baltimore-Washington Financial Advisors, Inc. 210.03%0.04%0.07%Q4 2020Q1 20223
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2021Q3 20233
MRP Capital Investments, LLC 330.15%0.19%0.28%Q4 2022Q2 20233
Trinity Legacy Partners, LLC 330.10%0.12%0.14%Q2 2020Q4 20203
Alpha Omega Group, Inc. 330.65%0.67%0.69%Q1 2023Q3 20233
Facet Wealth, Inc. 330.10%0.41%0.70%Q1 2023Q3 20233
Axim Planning & Wealth 330.24%0.27%0.31%Q1 2023Q3 20233
JAMES INVESTMENT RESEARCH INC 210.00%0.02%0.05%Q3 2021Q1 20233
Riggs Asset Managment Co. Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
DEFINED WEALTH MANAGEMENT, LLC 330.52%0.60%0.70%Q1 2023Q3 20233
TOBIAS FINANCIAL ADVISORS, INC. 330.06%0.06%0.07%Q1 2023Q3 20233
Verus Financial Partners, Inc. 210.08%0.24%0.40%Q1 2020Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
NATIONAL PLANNING CORP 330.06%0.17%0.29%Q1 2017Q3 20173
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Wealthspire Advisors, L.P. 210.00%0.05%0.14%Q2 2017Q3 20203
Allianz Asset Management GmbH 210.00%0.00%0.00%Q2 2018Q4 20193
Venturi Wealth Management, LLC 330.00%0.50%1.48%Q1 2023Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 331.94%2.07%2.26%Q4 2021Q2 20223
GTS SECURITIES LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Ferris Capital, LLC 220.23%0.23%0.24%Q2 2017Q3 20172
Angeles Investment Advisors, LLC 220.30%0.35%0.40%Q4 2021Q1 20222
Fortis Group Advisors, LLC 110.06%0.06%0.06%Q1 2023Q3 20232
SNS Financial Group, LLC 222.94%2.95%2.96%Q4 2015Q1 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.23%0.24%0.25%Q4 2021Q1 20222
Rain Capital Management, LLC 229.99%10.68%11.37%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Edge Advisors, LLC 220.00%0.01%0.02%Q3 2017Q4 20172
Kovitz Investment Group Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Life Planning Partners, Inc 220.05%0.05%0.05%Q2 2022Q3 20222
Carnegie Capital Asset Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Reliant Wealth Planning 2210.82%16.15%21.49%Q1 2020Q2 20202
Rehmann Capital Advisory Group 220.00%0.32%0.64%Q2 2019Q3 20192
FirstPurpose Wealth LLC 222.02%2.06%2.10%Q1 2022Q2 20222
First PREMIER Bank 220.01%0.01%0.01%Q4 2022Q1 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.01%0.04%0.06%Q4 2021Q1 20222
TECTONIC ADVISORS LLC 220.04%0.04%0.04%Q4 2020Q1 20212
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
BT Wealth Management LLC 110.08%2.59%5.11%Q1 2021Q2 20222
Avalon Trust Co 220.00%0.00%0.00%Q2 2023Q3 20232
Act Two Investors LLC 220.23%0.26%0.29%Q4 2018Q1 20192
WealthOne, LLC 110.01%0.09%0.16%Q4 2018Q2 20222
Intelligence Driven Advisers, LLC 227.87%8.40%8.94%Q2 2023Q3 20232
Strategic Blueprint, LLC 110.00%0.03%0.06%Q2 2021Q4 20212
DEARBORN PARTNERS LLC 220.02%0.02%0.02%Q4 2022Q1 20232
CHOREO, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Slagle Financial, LLC 220.28%0.29%0.30%Q2 2023Q3 20232
PSI Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Bond & Devick Financial Network, Inc. 220.16%0.17%0.17%Q2 2021Q3 20212
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.13%0.23%0.33%Q2 2023Q3 20232
Winslow, Evans & Crocker, Inc. 220.23%0.26%0.30%Q3 2020Q4 20202
Cyndeo Wealth Partners, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
WEST CHESTER CAPITAL ADVISORS, INC 220.70%1.10%1.50%Q2 2023Q3 20232
CABANA LLC 110.00%9.12%18.24%Q2 2020Q2 20222
Armbruster Capital Management, Inc. 110.00%0.05%0.10%Q4 2017Q4 20212
SANDERS MORRIS HARRIS LLC 220.07%0.07%0.08%Q1 2022Q2 20222
20/20 Capital Management, Inc. 220.22%0.23%0.24%Q4 2019Q1 20202
General Partner, Inc. 220.10%0.10%0.10%Q2 2023Q3 20232
Kingdom Financial Group LLC. 223.72%3.72%3.72%Q2 2023Q3 20232
9258 Wealth Management, LLC 220.05%0.06%0.06%Q1 2022Q2 20222
E&G Advisors, LP 220.09%0.09%0.09%Q2 2023Q3 20232
Cambria Investment Management, L.P. 220.07%0.07%0.07%Q2 2019Q3 20192
VOYA INVESTMENT MANAGEMENT LLC 220.01%0.02%0.03%Q1 2022Q2 20222
Flower City Capital 2226.91%29.08%31.25%Q1 2022Q2 20222
Topel & Distasi Wealth Management, LLC 222.89%2.92%2.96%Q4 2021Q1 20222
TCG Advisors, LP 220.04%0.04%0.04%Q1 2019Q2 20192
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.08%0.08%0.09%Q4 2017Q2 20182
Peterson Wealth Advisors, LLC 220.07%0.08%0.09%Q2 2023Q3 20232
FIFTH THIRD SECURITIES, INC. 110.02%0.10%0.17%Q2 2020Q3 20232
Mount Yale Investment Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Badgley Phelps Wealth Managers, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 110.11%0.17%0.23%Q4 2022Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ullmann Wealth Partners Group, LLC 220.54%1.12%1.70%Q2 2023Q3 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.08%0.10%0.12%Q2 2023Q3 20232
MONTGOMERY INVESTMENT MANAGEMENT INC 220.09%0.10%0.10%Q4 2020Q1 20212
Castle Rock Wealth Management, LLC 222.99%4.19%5.39%Q1 2023Q2 20232
American Investment Services, Inc. 220.16%0.22%0.28%Q2 2023Q3 20232
Pflug Koory, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Stonebridge Financial Planning Group, LLC 220.02%0.02%0.03%Q3 2020Q4 20202
ACAS, LLC 220.36%0.38%0.39%Q1 2023Q2 20232
RATIONAL ADVISORS LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Opal Wealth Advisors, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Horan Securities, Inc. 220.02%0.03%0.03%Q1 2023Q2 20232
American Financial Network Advisory Services LLC 110.00%0.33%0.66%Q4 2017Q3 20192
CAPITAL ONE FINANCIAL CORP 220.36%0.48%0.60%Q1 2020Q2 20202
NorthRock Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Evergreen Wealth Management, LLC 220.27%3.83%7.39%Q4 2022Q1 20232
Pensionmark Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20222
BTS Asset Management, Inc. 220.20%0.23%0.25%Q2 2023Q3 20232
SCS Capital Management LLC 226.05%8.19%10.34%Q2 2023Q3 20232
COMMERCE BANK 220.00%0.00%0.00%Q2 2023Q3 20232
KING LUTHER CAPITAL MANAGEMENT CORP 220.02%0.02%0.02%Q2 2023Q3 20232
SevenOneSeven Capital Management 223.58%4.76%5.94%Q2 2022Q3 20222
PEAPACK GLADSTONE FINANCIAL CORP 220.01%0.03%0.05%Q2 2023Q3 20232
SEVEN MILE ADVISORY 222.53%2.71%2.90%Q2 2023Q3 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Index Fund Advisors, Inc. 220.02%0.02%0.02%Q2 2022Q3 20222
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q3 20212
Brightworth 110.06%0.12%0.18%Q4 2018Q3 20222
Colony Family Offices, LLC 222.48%2.69%2.91%Q2 2023Q3 20232
OKABENA INVESTMENT SERVICES INC 220.01%0.01%0.01%Q2 2022Q3 20222
Key FInancial Inc 220.01%0.01%0.01%Q2 2023Q3 20232
MRA Associates USA LLC 220.01%0.01%0.01%Q2 2019Q3 20192
PALLADIUM PARTNERS LLC 220.02%0.02%0.02%Q4 2013Q1 20142
Redwood Wealth Management Group, LLC 220.86%0.90%0.94%Q4 2022Q1 20232
Verdad Advisers, LP 2213.66%14.04%14.43%Q2 2022Q3 20222
OAK FAMILY ADVISORS, LLC 220.22%0.24%0.26%Q2 2021Q3 20212
B&D White Capital Company, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
DARK FOREST CAPITAL MANAGEMENT LP 220.04%0.05%0.05%Q2 2023Q3 20232
BALDWIN BROTHERS LLC/MA 220.01%0.01%0.01%Q1 2022Q2 20222
Heritage Wealth Partners, LLC 221.00%1.58%2.16%Q2 2023Q3 20232
Source Financial Advisors LLC 220.10%0.11%0.11%Q4 2022Q1 20232
CLOUGH CAPITAL PARTNERS L P 220.12%0.15%0.19%Q2 2022Q3 20222
DB Fitzpatrick & Co, Inc 220.29%1.04%1.79%Q2 2023Q3 20232
Allen Investment Management, LLC 220.23%0.23%0.23%Q2 2023Q3 20232
RFP Financial Group LLC 220.00%0.02%0.04%Q2 2023Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.01%0.05%0.09%Q1 2020Q4 20202
IRONWOOD INVESTMENT MANAGEMENT LLC 220.76%0.85%0.95%Q1 2020Q2 20202
BIVIN & ASSOCIATES, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.02%Q1 2021Q3 20222
BDO Wealth Advisors, LLC 220.01%0.03%0.06%Q1 2023Q2 20232
BOENNING & SCATTERGOOD, INC. 220.07%0.09%0.11%Q2 2022Q3 20222
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2013Q4 20222
Conservest Capital Advisors, Inc. 221.26%1.27%1.29%Q2 2023Q3 20232
Integrated Wealth Management 220.07%0.08%0.08%Q4 2016Q1 20172
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CITIZENS FINANCIAL GROUP INC/RI 220.02%0.02%0.02%Q1 2023Q2 20232
Freestone Capital Holdings, LLC 220.01%0.14%0.26%Q2 2022Q3 20222
Watchman Group, Inc. 110.13%1.46%2.80%Q4 2021Q2 20232
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.04%0.04%Q1 2021Q2 20212
CEERA INVESTMENTS, LLC 221.67%2.27%2.87%Q1 2021Q2 20212
IHT Wealth Management, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Zions Bancorporation, N.A. 220.00%0.01%0.01%Q1 2022Q2 20222
USCA RIA LLC 220.06%0.06%0.06%Q3 2014Q4 20142
LOWE BROCKENBROUGH & CO INC 220.07%0.16%0.24%Q2 2023Q3 20232
EUDAIMONIA ADVISORS LLC 220.32%0.34%0.36%Q1 2022Q2 20222
True Wealth Design, LLC 220.06%0.09%0.12%Q4 2022Q1 20232
Sugarloaf Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Windsor Wealth Management, Inc. 220.05%0.05%0.05%Q2 2021Q3 20212
Planning Center, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Financial Enhancement Group LLC 110.00%0.12%0.23%Q3 2019Q1 20202
Tidal Investments LLC 110.16%0.22%0.29%Q4 2022Q3 20232
Personal Capital Advisors Corp 220.00%0.00%0.00%Q2 2020Q3 20202
Round Table Services, LLC 110.06%0.06%0.07%Q4 2019Q1 20222
ALTERNA WEALTH MANAGEMENT, INC 220.36%0.68%1.01%Q2 2023Q3 20232
TBH Global Asset Management, LLC 110.16%0.39%0.62%Q1 2023Q3 20232
Everhart Financial Group, Inc. 223.85%5.45%7.04%Q3 2022Q4 20222
Parcion Private Wealth LLC 220.06%0.07%0.07%Q2 2022Q3 20222
JRM Investment Counsel, LLC 220.31%0.35%0.38%Q2 2022Q3 20222
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Headlands Technologies LLC 220.03%0.04%0.04%Q1 2023Q2 20232
Greenline Partners, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
Fortune Financial Advisors, LLC 222.07%2.12%2.18%Q2 2023Q3 20232
Buttonwood Financial Advisors Inc. 220.22%0.26%0.31%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Genesee Capital Advisors, LLC 110.83%0.83%0.83%Q2 2021Q2 20211
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Asset Dedication, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
STABLEFORD CAPITAL II LLC 110.29%0.29%0.29%Q2 2017Q2 20171
Retirement Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
GRAYHAWK INVESTMENT STRATEGIES INC. 116.36%6.36%6.36%Q2 2022Q2 20221
SJS Investment Consulting Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
TCWP LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Berkshire Money Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Triad Investment Management 112.85%2.85%2.85%Q3 2023Q3 20231
Keystone Financial Group 110.06%0.06%0.06%Q3 2019Q3 20191
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2023Q3 20231
Steinberg Global Asset Management 110.11%0.11%0.11%Q4 2015Q4 20151
IronBridge Private Wealth, LLC 114.09%4.09%4.09%Q1 2023Q1 20231
MONARCH CAPITAL MANAGEMENT INC/ 110.10%0.10%0.10%Q3 2021Q3 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.38%0.38%0.38%Q3 2021Q3 20211
Knuff & Co LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Essex Financial Services, Inc. 110.08%0.08%0.08%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Edge Capital Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q3 2023Q3 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2023Q3 20231
FineMark National Bank & Trust 110.03%0.03%0.03%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Farmers & Merchants Trust Co of Long Beach 110.12%0.12%0.12%Q2 2021Q2 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
SHAYNE & JACOBS, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
COMERICA SECURITIES,INC. 110.11%0.11%0.11%Q4 2022Q4 20221
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 111.16%1.16%1.16%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Northstar Advisory Group, LLC 117.44%7.44%7.44%Q3 2021Q3 20211
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q2 2020Q2 20201
Montis Financial, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
Root Financial Partners, LLC 110.37%0.37%0.37%Q1 2023Q1 20231
NBT BANK N A /NY 110.03%0.03%0.03%Q3 2023Q3 20231
GUARDIAN CAPITAL ADVISORS LP 110.07%0.07%0.07%Q3 2023Q3 20231
UNION SAVINGS BANK 110.02%0.02%0.02%Q3 2023Q3 20231
HAZLETT, BURT & WATSON, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Kure Advisory, LLC 115.48%5.48%5.48%Q3 2023Q3 20231
Colonial Trust Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
Meridian Wealth Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CNB Bank 110.01%0.01%0.01%Q2 2019Q2 20191
Engrave Wealth Partners LLC 113.12%3.12%3.12%Q3 2023Q3 20231
Power Corp of Canada 110.95%0.95%0.95%Q1 2022Q1 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BKS ADVISORS, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Strategic Investment Solutions, Inc. /IL 110.53%0.53%0.53%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Friedenthal Financial 113.47%3.47%3.47%Q2 2020Q2 20201
Enterprise Bank & Trust Co 111.62%1.62%1.62%Q2 2022Q2 20221
Signify Wealth 118.31%8.31%8.31%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Tillar-Wenstrup Advisors, LLC 110.60%0.60%0.60%Q1 2020Q1 20201
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Johnson Financial Group, LLC 110.27%0.27%0.27%Q1 2019Q1 20191
Waldron Private Wealth LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Vident Advisory, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Legacy Wealth Management, Inc 110.04%0.04%0.04%Q4 2021Q4 20211
RNC CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Navalign, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Johnson Financial Group, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Compass Ion Advisors, LLC 1110.01%10.01%10.01%Q1 2020Q1 20201
MINOT CAPITAL, LP 113.68%3.68%3.68%Q3 2023Q3 20231
TILIA FIDUCIARY PARTNERS, INC. 110.04%0.04%0.04%Q2 2023Q2 20231
Next Level Private LLC 1114.26%14.26%14.26%Q2 2022Q2 20221
FIRST FINANCIAL CORP /IN/ 110.03%0.03%0.03%Q3 2023Q3 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 112.99%2.99%2.99%Q2 2020Q2 20201
IAM Advisory, LLC 110.83%0.83%0.83%Q2 2021Q2 20211
Schechter Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
FORTEM FINANCIAL GROUP, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q1 2019Q1 20191
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2021Q2 20211
Resonant Capital Advisors, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Cypress Wealth Advisors LLC 110.64%0.64%0.64%Q1 2019Q1 20191
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SageView Advisory Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Connectus Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
Inspire Investing, LLC 118.02%8.02%8.02%Q1 2022Q1 20221
First Command Advisory Services, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.11%0.11%0.11%Q2 2022Q2 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Ulrich Consultants & Investment Group, LLC 110.70%0.70%0.70%Q2 2022Q2 20221
Andesa Financial Management Inc. 110.11%0.11%0.11%Q1 2019Q1 20191
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
MFA WEALTH ADVISORS, LLC 112.17%2.17%2.17%Q2 2021Q2 20211
Squar Milner Financial Services LLC 110.48%0.48%0.48%Q4 2018Q4 20181
Rooted Wealth Advisors, Inc. 113.44%3.44%3.44%Q2 2023Q2 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.16%0.16%0.16%Q3 2021Q3 20211
Advisors Preferred, LLC 111.50%1.50%1.50%Q2 2015Q2 20151
Biltmore Wealth Management, LLC 112.70%2.70%2.70%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.04%0.04%0.04%Q3 2021Q3 20211
AMG National Trust Bank 110.10%0.10%0.10%Q1 2021Q1 20211
Proficio Capital Partners LLC 111.48%1.48%1.48%Q2 2023Q2 20231
Cedar Brook Financial Partners, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NewFocus Financial Group, LLC 111.25%1.25%1.25%Q2 2020Q2 20201
FIRST FINANCIAL EQUITY CORPORATION 110.58%0.58%0.58%Q1 2017Q1 20171
Graypoint LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Riverwater Partners LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Vision Capital Management, Inc. 110.07%0.07%0.07%Q1 2023Q1 20231
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Vontobel Holding Ltd. 110.00%0.00%0.00%Q4 2020Q4 20201
Better Money Decisions, LLC 110.42%0.42%0.42%Q3 2021Q3 20211
CENTRAL BANK & TRUST CO 110.02%0.02%0.02%Q3 2023Q3 20231
Trust Co of Kansas 110.45%0.45%0.45%Q4 2022Q4 20221
Capasso Planning Partners LLC 110.40%0.40%0.40%Q2 2022Q2 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TAGStone Capital, Inc. 110.88%0.88%0.88%Q3 2022Q3 20221
FIRST NATIONAL TRUST CO 110.02%0.02%0.02%Q3 2023Q3 20231
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Horizon Investments, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
GFG Capital, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Retireful, LLC 110.25%0.25%0.25%Q1 2023Q1 20231
3Chopt Investment Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Strategic Advocates LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q1 2021Q1 20211
Dentgroup LLC 110.41%0.41%0.41%Q4 2023Q4 20231
IBEX WEALTH ADVISORS 110.99%0.99%0.99%Q4 2019Q4 20191
Western Wealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Glassman Wealth Services 110.03%0.03%0.03%Q2 2019Q2 20191
OLD DOMINION CAPITAL MANAGEMENT INC 113.81%3.81%3.81%Q3 2021Q3 20211
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Investment Research & Advisory Group, Inc. 110.04%0.04%0.04%Q2 2021Q2 20211
BLB&B Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
InterOcean Capital Group, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Cassady Schiller Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Baldrige Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sandbox Financial Partners, LLC 110.23%0.23%0.23%Q3 2021Q3 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pegasus Partners Ltd. 110.41%0.41%0.41%Q3 2023Q3 20231
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SEGALL BRYANT & HAMILL, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Quaker Wealth Management, LLC 110.42%0.42%0.42%Q3 2020Q3 20201
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Icon Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
EA Series Trust 110.33%0.33%0.33%Q2 2023Q2 20231
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SITTNER & NELSON, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Grace Capital 110.28%0.28%0.28%Q3 2021Q3 20211
Prostatis Group LLC 110.85%0.85%0.85%Q2 2020Q2 20201
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Gradient Capital Advisors, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Traynor Capital Management, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
INTRUST BANK NA 110.04%0.04%0.04%Q4 2021Q4 20211
CBIZ Investment Advisory Services, LLC 1119.95%19.95%19.95%Q4 2022Q4 20221
Bernicke Wealth Management, Ltd. 110.59%0.59%0.59%Q2 2017Q2 20171
Royal Fund Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Parisi Gray Wealth Management 110.48%0.48%0.48%Q1 2022Q1 20221
Keudell/Morrison Wealth Management 110.16%0.16%0.16%Q3 2022Q3 20221
Partnervest Advisory Services LLC 110.09%0.09%0.09%Q1 2017Q1 20171
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
AVALON CAPITAL MANAGEMENT 110.10%0.10%0.10%Q4 2022Q4 20221
NEXT Financial Holdings 116.54%6.54%6.54%Q1 2019Q1 20191
Redwood Investment Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
UBS ASSET MANAGEMENT AMERICAS INC 110.15%0.15%0.15%Q2 2021Q2 20211
MBE Wealth Management, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gupta Wealth Management LLC 110.06%0.06%0.06%Q1 2015Q1 20151
Altium Wealth Management LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Lifeworks Advisors, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
ROGCO, LP 114.51%4.51%4.51%Q3 2023Q3 20231
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Strait & Sound Wealth Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Edge Wealth Management LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Family CFO Inc 110.60%0.60%0.60%Q1 2022Q1 20221
MUFG Americas Holdings Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Ruggie Capital Group 110.15%0.15%0.15%Q2 2019Q2 20191
ACIMA PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
AURORA FINANCIAL ADVISORS, LLC 110.38%0.38%0.38%Q4 2017Q4 20171
Sierra Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
Bellwether Investment Group, LLC 110.09%0.09%0.09%Q4 2016Q4 20161
WealthTrust-Arizona, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
United Community Bank 110.06%0.06%0.06%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Independence Bank of Kentucky 110.00%0.00%0.00%Q4 2021Q4 20211
Seneca House Advisors 110.16%0.16%0.16%Q4 2020Q4 20201
Activest Wealth Management 110.14%0.14%0.14%Q2 2023Q2 20231
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Legal Advantage Investments, Inc. 110.73%0.73%0.73%Q3 2022Q3 20221
Financial Management Professionals, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Spectrum Financial Alliance Ltd LLC 111.94%1.94%1.94%Q3 2023Q3 20231
CAMBRIDGE TRUST CO 110.45%0.45%0.45%Q3 2023Q3 20231
David Kennon Inc 110.20%0.20%0.20%Q1 2023Q1 20231
3EDGE Asset Management, LP 1148.52%48.52%48.52%Q4 2018Q4 20181
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Beverly Hills Private Wealth, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.01%0.01%0.01%Q3 2022Q3 20221
BOSTON ADVISORS LLC 110.18%0.18%0.18%Q3 2019Q3 20191
Members Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
External links

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