VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LEAVELL INVESTMENT MANAGEMENT, INC. 51510.04%0.34%0.70%Q1 2011Q3 202351
RiverFront Investment Group, LLC 29210.14%4.09%7.78%Q4 2009Q3 202350
Rehmann Capital Advisory Group 34150.00%0.45%0.92%Q1 2011Q3 202349
HSBC HOLDINGS PLC 37370.00%0.00%0.01%Q3 2014Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.06%Q1 2012Q3 202346
Capital Analysts, LLC 44440.00%0.68%5.02%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.26%0.53%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44440.42%1.78%4.21%Q4 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.32%0.71%Q2 2013Q3 202343
Freedom Investment Management, Inc. 43430.21%1.02%2.04%Q1 2013Q3 202343
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.02%Q3 2013Q3 202343
AMERIPRISE FINANCIAL INC 42420.01%0.14%0.39%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.06%0.19%0.62%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.13%0.26%0.44%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.31%0.95%Q2 2013Q3 202342
MORGAN STANLEY 42420.12%0.19%0.25%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.02%0.32%0.83%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.02%0.15%0.51%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.12%0.20%0.33%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.06%0.17%0.39%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.04%0.13%0.28%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.02%0.39%0.81%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42425.71%15.46%22.34%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42420.10%1.17%3.40%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.22%0.64%1.55%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.00%0.30%0.64%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.70%2.90%4.68%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.79%1.72%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.07%0.23%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.04%1.11%1.63%Q2 2013Q4 202342
Creative Planning 42420.00%0.03%0.06%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.06%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.04%0.12%0.21%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.01%0.03%0.13%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42420.65%4.55%8.53%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.01%0.08%0.20%Q2 2013Q3 202342
Busey Bank 42422.02%3.27%4.44%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.12%Q2 2013Q3 202342
SouthState Corp 42420.05%1.23%3.87%Q2 2013Q3 202342
Ancora Advisors LLC 42420.07%0.18%0.36%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.13%0.31%0.91%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.78%1.15%3.66%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.01%0.29%0.84%Q2 2013Q3 202342
MATHER GROUP, LLC. 42421.40%6.16%20.08%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.02%0.27%0.77%Q1 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.07%0.33%0.76%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.04%1.27%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.06%2.47%3.82%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.02%0.14%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.39%0.98%Q2 2013Q3 202342
Smithfield Trust Co 42420.43%4.65%8.69%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.10%0.22%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 424211.04%13.87%17.39%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.02%0.25%0.58%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 41410.00%0.14%0.34%Q3 2013Q3 202342
Baker Avenue Asset Management, LP 42420.01%0.48%2.91%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.57%1.34%Q2 2013Q3 202342
Bangor Savings Bank 42420.01%0.13%0.22%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.16%0.90%2.22%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.08%0.37%0.87%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42420.11%0.97%2.29%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.18%0.47%1.88%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.06%0.15%0.42%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.04%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.08%0.58%Q2 2013Q3 202342
NWAM LLC 32100.03%0.30%0.80%Q1 2013Q3 202342
Roundview Capital LLC 42421.29%2.30%3.98%Q2 2013Q3 202342
Coastline Trust Co 42420.06%1.17%2.37%Q2 2013Q3 202342
Twele Capital Management, Inc. 42421.74%3.63%5.64%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.09%Q2 2013Q3 202342
WMS Partners, LLC 3470.05%2.59%8.90%Q2 2013Q3 202341
FRANKLIN RESOURCES INC 3830.02%0.03%0.05%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.27%1.60%Q3 2013Q3 202341
Estate Counselors, LLC 22190.30%2.84%7.98%Q2 2013Q3 202341
VAUGHAN DAVID INVESTMENTS LLC/IL 41410.01%0.03%0.09%Q3 2013Q3 202341
GOULD ASSET MANAGEMENT LLC /CA/ 41410.94%3.59%8.20%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.02%0.07%0.20%Q2 2013Q3 202341
Parkside Advisors LLC 41412.33%3.78%5.51%Q4 2013Q4 202341
Financial Advantage, Inc. 26150.16%0.24%0.47%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.01%0.05%0.11%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.04%0.52%2.09%Q2 2013Q2 202341
ALBION FINANCIAL GROUP /UT 31100.36%2.06%3.72%Q2 2013Q3 202341
HM PAYSON & CO 22190.00%0.03%0.08%Q2 2013Q3 202341
Cetera Advisors LLC 23180.10%0.21%0.47%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.06%0.21%0.38%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.04%0.29%1.10%Q4 2013Q3 202340
First Horizon Advisors, Inc. 3730.00%0.30%0.60%Q3 2013Q3 202340
FIRST MANHATTAN CO. LLC. 40400.00%0.00%0.01%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.20%0.46%0.84%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.08%1.04%1.66%Q4 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40400.06%2.02%4.15%Q4 2013Q3 202340
Loudon Investment Management, LLC 40400.20%1.54%2.34%Q4 2013Q3 202340
WESBANCO BANK INC 17110.01%0.09%0.42%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.02%0.20%0.49%Q3 2013Q3 202340
Blume Capital Management, Inc. 40400.05%1.36%5.37%Q4 2013Q3 202340
Sandy Spring Bank 40400.31%1.67%3.66%Q4 2013Q3 202340
Opus Capital Group, LLC 40400.03%2.15%10.62%Q2 2013Q1 202340
Curbstone Financial Management Corp 40404.23%6.96%8.57%Q1 2014Q4 202340
CABOT WEALTH MANAGEMENT INC 40400.04%0.82%1.74%Q4 2013Q3 202340
DELTA ASSET MANAGEMENT LLC/TN 3540.01%0.01%0.02%Q2 2013Q3 202339
BESSEMER GROUP INC 2310.00%0.03%0.22%Q2 2013Q3 202339
HOWE & RUSLING INC 3810.08%1.00%1.62%Q4 2013Q3 202339
VANGUARD GROUP INC 39390.00%0.00%0.01%Q1 2014Q3 202339
Addison Capital Co 3360.60%0.98%1.64%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.22%0.82%Q1 2014Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.23%0.67%1.15%Q2 2013Q4 202239
Horizon Investment Services, LLC 39390.16%4.90%9.29%Q1 2014Q3 202339
Autus Asset Management, LLC 39392.20%2.66%3.18%Q2 2013Q4 202239
Asset Management Group, Inc. 39390.63%2.58%6.78%Q1 2014Q3 202339
Occidental Asset Management, LLC 39390.07%2.09%5.49%Q1 2014Q3 202339
FIFTH THIRD BANCORP 39390.00%0.01%0.02%Q1 2014Q3 202339
Evanson Asset Management, LLC 39390.03%0.35%0.86%Q4 2013Q2 202339
Dynamic Advisor Solutions LLC 3360.12%0.81%1.45%Q4 2013Q3 202339
CORDA Investment Management, LLC. 38380.24%1.48%2.76%Q2 2013Q3 202238
THRIVENT FINANCIAL FOR LUTHERANS 38380.02%0.18%0.52%Q2 2014Q3 202338
A. D. Beadell Investment Counsel, Inc. 38380.40%1.62%2.26%Q2 2014Q3 202338
Buckingham Capital Management, Inc. 3110.09%6.39%11.86%Q2 2013Q3 202338
CAHILL FINANCIAL ADVISORS INC 38380.41%1.17%1.96%Q2 2014Q3 202338
MUFG Americas Holdings Corp 38380.01%0.01%0.03%Q2 2013Q3 202238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.22%2.45%Q2 2013Q3 202338
North Star Investment Management Corp. 21170.01%0.32%1.22%Q1 2014Q3 202338
ASSETMARK, INC 38380.00%0.41%2.65%Q2 2014Q3 202338
Greenwich Wealth Management LLC 25130.02%0.20%1.38%Q2 2013Q3 202338
Advisory Alpha, LLC 2070.00%1.96%8.94%Q4 2013Q3 202338
Acropolis Investment Management, LLC 22160.01%0.19%0.44%Q2 2013Q3 202338
ALLIANCEBERNSTEIN L.P. 38380.01%0.01%0.01%Q2 2014Q3 202338
Raymond James Financial Services Advisors, Inc. 3310.05%0.18%0.36%Q2 2013Q3 202337
Kovack Advisors, Inc. 1730.24%1.46%5.66%Q1 2014Q3 202337
KING LUTHER CAPITAL MANAGEMENT CORP 37370.00%0.01%0.03%Q3 2014Q3 202337
Brinker Capital Investments, LLC 27100.00%0.20%0.50%Q2 2013Q4 202237
Lowe Wealth Advisors, LLC 37374.05%5.48%6.91%Q4 2014Q4 202337
Ironsides Asset Advisors, LLC 37370.28%2.05%4.10%Q2 2014Q2 202337
NAPLES GLOBAL ADVISORS, LLC 37370.24%0.73%1.13%Q3 2014Q3 202337
BAR HARBOR TRUST SERVICES 37370.00%2.50%8.93%Q2 2013Q2 202237
UBS Group AG 36360.10%0.13%0.16%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.06%0.33%0.85%Q4 2014Q3 202336
Sigma Planning Corp 36360.08%0.17%0.40%Q4 2014Q3 202336
Bray Capital Advisors 36360.93%5.75%10.35%Q4 2014Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.07%1.38%2.71%Q4 2014Q3 202336
Community Bank, N.A. 36360.12%0.68%1.47%Q4 2014Q3 202336
Cambria Investment Management, L.P. 36360.04%0.35%1.40%Q4 2014Q3 202336
PEDDOCK CAPITAL ADVISORS, LLC 36360.09%1.13%2.42%Q4 2014Q3 202336
KWMG, LLC 36361.34%1.77%2.11%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36362.44%9.43%20.71%Q4 2014Q3 202336
Atria Investments, Inc 2880.02%0.41%2.12%Q2 2013Q3 202336
Cambridge Advisors Inc. 36360.24%0.33%0.48%Q4 2014Q3 202336
ETF Portfolio Partners, Inc. 36360.13%7.99%13.35%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36360.22%1.06%4.11%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.02%0.06%Q2 2013Q1 202236
Windsor Capital Management, LLC 36360.14%2.33%4.19%Q4 2014Q3 202336
Boston Trust Walden Corp 36360.00%0.06%0.10%Q2 2013Q1 202236
M&T BANK CORP 21150.01%0.01%0.06%Q3 2014Q3 202336
SIGNET FINANCIAL MANAGEMENT, LLC 36360.03%1.64%4.81%Q4 2014Q3 202336
COURIER CAPITAL LLC 35350.06%0.43%1.03%Q1 2015Q3 202335
OLD NATIONAL BANCORP /IN/ 35350.14%0.33%0.86%Q1 2015Q3 202335
Altavista Wealth Management, Inc. 35350.08%0.31%0.53%Q2 2013Q4 202135
Pekin Hardy Strauss, Inc. 3320.02%0.20%0.53%Q3 2014Q2 202335
BANK HAPOALIM BM 35350.04%0.24%0.45%Q1 2015Q3 202335
PARSONS CAPITAL MANAGEMENT INC/RI 35350.37%0.62%0.78%Q1 2015Q3 202335
APPLETON GROUP, LLC 1940.61%3.20%9.15%Q1 2014Q1 202335
Blue Edge Capital, LLC 2690.46%1.99%4.06%Q4 2013Q3 202335
Polaris Wealth Advisory Group, LLC 1820.01%0.15%0.82%Q2 2013Q3 202335
Allen Investment Management, LLC 2870.06%0.36%1.43%Q1 2014Q3 202335
Alpha Cubed Investments, LLC 35350.16%2.59%4.01%Q1 2015Q3 202335
Advisory Services Network, LLC 2780.01%0.15%0.38%Q4 2014Q3 202335
Gradient Investments LLC 3140.00%2.70%8.63%Q2 2013Q3 202335
Callan Capital, LLC 35350.20%1.97%4.72%Q4 2014Q2 202335
ARCADIA INVESTMENT MANAGEMENT CORP/MI 34340.01%0.22%1.20%Q2 2015Q3 202334
Psagot Value Holdings Ltd. 34340.00%0.30%1.21%Q2 2013Q3 202134
Barrett Asset Management, LLC 34340.00%0.00%0.06%Q2 2013Q3 202134
Financial Architects, Inc 2540.01%0.76%2.44%Q2 2014Q2 202334
Prospera Financial Services Inc 3310.01%0.10%0.30%Q2 2013Q3 202334
Atlas Brown,Inc. 34340.06%0.21%0.39%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.08%0.34%0.58%Q2 2015Q3 202334
Financial Planning & Information Services, Inc. 34341.06%6.69%11.54%Q2 2015Q3 202334
M Holdings Securities, Inc. 2260.04%0.54%2.03%Q4 2013Q2 202334
Alexandria Capital, LLC 34340.01%0.36%1.20%Q2 2013Q3 202134
SMITH, MOORE & CO. 2410.03%0.37%1.83%Q4 2013Q2 202334
MYCIO WEALTH PARTNERS, LLC 3030.00%0.33%1.03%Q4 2013Q3 202333
B. Riley Wealth Advisors, Inc. 3210.00%0.17%0.72%Q4 2014Q3 202333
Fisher Asset Management, LLC 1810.00%0.02%0.12%Q2 2013Q3 202333
JFS WEALTH ADVISORS, LLC 2310.00%0.01%0.04%Q2 2014Q3 202333
D'Orazio & Associates, Inc. 33330.06%0.34%0.69%Q3 2015Q3 202333
EVERGREEN CAPITAL MANAGEMENT LLC 2940.09%1.11%2.37%Q2 2014Q3 202333
GAMCO INVESTORS, INC. ET AL 33330.00%0.01%0.01%Q2 2013Q2 202133
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.10%0.27%0.48%Q4 2015Q3 202332
Argent Trust Co 32320.09%0.19%0.36%Q4 2015Q3 202332
FIDUCIARY TRUST CO 32320.02%0.07%0.23%Q4 2015Q3 202332
First PREMIER Bank 32320.00%0.19%0.44%Q4 2015Q3 202332
Grove Bank & Trust 32320.03%0.88%1.40%Q4 2015Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.01%1.35%7.44%Q4 2015Q3 202332
Cetera Investment Advisers 32320.16%0.40%0.73%Q4 2015Q3 202332
BALDWIN BROTHERS LLC/MA 32320.00%0.02%0.03%Q1 2016Q4 202332
Berkeley Capital Partners, LLC 32320.53%1.28%3.01%Q4 2015Q3 202332
Capital Investment Services of America, Inc. 32323.76%4.93%5.73%Q4 2015Q3 202332
JNBA Financial Advisors 2840.01%0.08%0.57%Q3 2015Q3 202332
NORTHERN TRUST CORP 3110.00%0.00%0.00%Q2 2014Q3 202332
Anchor Investment Management, LLC 32320.70%3.07%4.74%Q1 2016Q4 202332
VICUS CAPITAL 32320.07%0.73%3.26%Q4 2015Q3 202332
ST GERMAIN D J CO INC 2930.00%0.23%1.21%Q4 2015Q4 202332
FIRST FOUNDATION ADVISORS 1810.01%0.02%0.04%Q2 2013Q3 202332
HOLLENCREST CAPITAL MANAGEMENT 32320.05%0.28%0.77%Q4 2015Q3 202332
West Oak Capital, LLC 2390.00%1.64%4.96%Q3 2015Q3 202332
Archford Capital Strategies, LLC 32320.12%1.13%2.38%Q4 2015Q3 202332
GIRARD PARTNERS LTD. 32320.02%0.47%1.10%Q4 2015Q3 202332
CAPTRUST FINANCIAL ADVISORS 2810.00%0.45%1.40%Q2 2014Q3 202332
Paradigm Financial Advisors, LLC 32321.15%2.16%4.21%Q1 2014Q4 202132
MILLENNIUM MANAGEMENT LLC 930.00%0.01%0.03%Q4 2014Q3 202332
Avior Wealth Management, LLC 31310.01%0.03%0.05%Q1 2016Q3 202331
ADVISORY RESEARCH INC 31310.03%0.35%1.49%Q1 2016Q3 202331
Veritable, L.P. 2810.00%0.02%0.06%Q4 2013Q2 202331
Parkside Financial Bank & Trust 2090.00%0.04%0.10%Q3 2015Q1 202331
High Falls Advisors, Inc 19120.07%0.20%0.52%Q4 2015Q3 202331
Carroll Financial Associates, Inc. 31310.00%0.57%1.66%Q2 2014Q4 202131
BNP PARIBAS FINANCIAL MARKETS 21100.00%0.02%0.13%Q4 2013Q3 202331
IFP Advisors, Inc 17140.06%0.21%0.60%Q4 2015Q3 202331
SONATA CAPITAL GROUP INC 31310.59%0.98%1.73%Q1 2016Q3 202331
Regal Investment Advisors LLC 1010.03%0.11%0.40%Q2 2013Q3 202331
COMERICA BANK 2910.00%0.04%0.12%Q3 2013Q3 202331
HUNTINGTON NATIONAL BANK 2210.00%0.04%0.12%Q1 2013Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.03%0.14%0.36%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.04%0.12%0.57%Q1 2016Q3 202331
AMI INVESTMENT MANAGEMENT INC 31312.01%3.11%5.91%Q1 2016Q3 202331
Round Table Services, LLC 2050.22%0.98%4.10%Q2 2013Q3 202231
Goodman Financial Corp 17140.18%5.78%18.83%Q4 2013Q3 202331
Dakota Wealth Management 31310.02%1.69%4.32%Q1 2016Q3 202331
Coyle Financial Counsel LLC 1310.30%4.10%13.97%Q1 2014Q3 202331
NEXT Financial Group, Inc 31310.00%0.34%1.05%Q2 2014Q4 202131
NORTHEAST INVESTMENT MANAGEMENT 1410.02%0.93%2.12%Q2 2013Q3 202231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 31310.89%1.72%2.22%Q1 2016Q3 202331
BLAIR WILLIAM & CO/IL 30300.00%0.03%0.16%Q2 2016Q3 202330
Paragon Capital Management Ltd 1410.11%1.38%4.78%Q2 2013Q3 202330
Hilltop Holdings Inc. 2910.06%0.45%1.11%Q2 2015Q3 202330
Perigon Wealth Management, LLC 2110.02%0.30%0.85%Q3 2011Q3 202330
FAS Wealth Partners, Inc. 30300.09%0.48%1.62%Q2 2016Q3 202330
MITCHELL SINKLER & STARR/PA 16140.30%0.77%2.19%Q1 2014Q2 202330
BOSTON FINANCIAL MANGEMENT LLC 30300.14%0.70%1.62%Q2 2016Q3 202330
CHOREO, LLC 2910.01%0.07%0.20%Q1 2016Q3 202330
Jacobi Capital Management LLC 30300.06%0.18%0.29%Q2 2016Q3 202330
CULBERTSON A N & CO INC 30300.15%0.51%0.66%Q2 2016Q3 202330
FIFTH THIRD SECURITIES, INC. 2460.76%3.60%7.99%Q1 2016Q3 202330
Newman Dignan & Sheerar, Inc. 30300.01%0.20%0.52%Q4 2013Q1 202130
HEADINVEST, LLC 18121.46%5.35%8.51%Q1 2015Q3 202330
Country Club Trust Company, n.a. 1410.39%1.05%2.66%Q2 2013Q4 202130
First Allied Advisory Services, Inc. 30300.12%0.28%0.62%Q2 2013Q3 202030
PINNACLE FINANCIAL PARTNERS INC 29290.05%1.18%4.15%Q3 2016Q3 202329
GUYASUTA INVESTMENT ADVISORS INC 29290.02%0.02%0.03%Q3 2016Q3 202329
Cable Hill Partners, LLC 2360.07%10.96%18.50%Q2 2016Q3 202329
Cornerstone Wealth Management, LLC 2510.04%0.08%0.30%Q1 2016Q3 202329
Cribstone Capital Management, LLC 29290.67%3.93%9.33%Q4 2015Q4 202229
Whitegate Investment Counselors, Inc. 1510.08%3.38%5.06%Q1 2014Q3 202329
ROPES WEALTH ADVISORS LLC 29290.01%0.06%0.18%Q3 2016Q3 202329
Pointe Capital Management LLC 2720.36%3.42%6.57%Q2 2016Q3 202329
JUNCTURE WEALTH STRATEGIES, LLC 29290.30%1.06%2.12%Q4 2016Q4 202329
Capital Advantage, Inc. 2270.13%1.54%8.24%Q4 2013Q1 202129
DEUTSCHE BANK AG\ 2360.00%0.01%0.02%Q3 2013Q3 202329
WEBSTER BANK, N. A. 29290.01%0.02%0.05%Q3 2016Q3 202329
JANE STREET GROUP, LLC 2410.00%0.05%0.17%Q2 2015Q3 202329
FDx Advisors, Inc. 29290.05%0.57%1.59%Q3 2016Q3 202329
Perkins Coie Trust Co 2810.01%0.04%0.09%Q1 2015Q3 202329
Daiwa Securities Group Inc. 29290.00%0.02%0.06%Q3 2016Q3 202329
Freestone Capital Holdings, LLC 2720.00%0.03%0.06%Q3 2015Q3 202329
SCOTIA CAPITAL INC. 29290.00%0.05%0.19%Q3 2016Q3 202329
Alaska Permanent Capital Management 2410.03%0.09%0.15%Q3 2014Q1 202329
GOFEN & GLOSSBERG LLC /IL/ 2810.01%0.01%0.04%Q3 2013Q4 202229
Capital Investment Advisors, LLC 28280.01%1.40%3.50%Q1 2017Q4 202328
TD ASSET MANAGEMENT INC 2260.00%0.01%0.05%Q4 2014Q3 202328
Perennial Advisors, LLC 28281.47%2.39%3.20%Q4 2016Q3 202328
CITIZENS FINANCIAL GROUP INC/RI 28280.02%0.14%0.30%Q4 2016Q3 202328
Carlton Hofferkamp & Jenks Wealth Management, LLC 28280.11%0.57%1.81%Q4 2016Q3 202328
GenTrust, LLC 28280.14%4.45%9.10%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 2710.01%0.02%0.02%Q1 2014Q4 202128
CENTRAL TRUST Co 28280.00%0.03%0.13%Q4 2016Q3 202328
Capital Advisors, Ltd. LLC 2170.01%0.07%0.35%Q4 2013Q3 202328
ROBERTS GLORE & CO INC /IL/ 28280.16%0.39%0.98%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.26%1.32%2.77%Q4 2016Q3 202328
CAPITAL MANAGEMENT CORP /VA 28280.08%0.18%0.69%Q2 2013Q1 202028
Steward Partners Investment Advisory, LLC 28280.06%0.63%2.16%Q4 2016Q3 202328
Johnson Financial Group, Inc. 2510.00%0.02%0.09%Q2 2015Q3 202328
BADGLEY PHELPS & BELL INC 2710.01%1.39%2.12%Q2 2013Q4 202028
Modera Wealth Management, LLC 1810.01%0.91%6.11%Q3 2014Q3 202328
Stratford Consulting, LLC 28281.70%3.22%4.98%Q2 2013Q1 202028
Probity Advisors, Inc. 1820.35%1.53%3.71%Q2 2016Q3 202328
Hudock, Inc. 2530.01%0.03%0.13%Q2 2013Q3 202228
FLAGSHIP HARBOR ADVISORS, LLC 28280.23%0.46%1.01%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.15%0.45%Q4 2016Q3 202328
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 28280.03%0.62%0.92%Q4 2016Q3 202328
Private Ocean, LLC 2355.70%15.70%21.46%Q4 2013Q3 202328
GRIMES & COMPANY, INC. 2220.01%1.04%6.45%Q3 2015Q3 202328
IHT Wealth Management, LLC 28280.01%0.08%0.20%Q4 2016Q3 202328
SignalPoint Asset Management, LLC 28280.22%0.64%0.88%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28289.09%14.10%18.42%Q4 2016Q3 202328
Advocacy Wealth Management Services, LLC 2320.01%0.15%1.71%Q2 2013Q3 202228
Ridgewood Investments LLC 28280.47%0.72%0.99%Q4 2016Q3 202328
KAYS FINANCIAL ADVISORY CORP /ADV 28285.86%8.60%13.09%Q4 2013Q3 202028
Neuberger Berman Group LLC 1810.00%0.00%0.02%Q2 2013Q3 202328
ALESCO ADVISORS LLC 1820.01%0.37%1.56%Q2 2015Q3 202328
MOTCO 27270.00%0.03%0.04%Q1 2017Q3 202327
Raab & Moskowitz Asset Management LLC 2610.01%0.43%0.66%Q4 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.08%0.36%1.03%Q2 2013Q4 201927
Wellington Shields Capital Management, LLC 27270.02%0.18%0.29%Q1 2016Q3 202227
Partnervest Advisory Services LLC 1890.09%0.48%2.00%Q2 2013Q3 202027
ASPIRIANT, LLC 27270.03%0.54%1.63%Q1 2017Q3 202327
Catalyst Capital Advisors LLC 27270.01%0.40%1.28%Q1 2017Q3 202327
WESCAP Management Group, Inc. 27271.47%3.57%6.55%Q1 2017Q3 202327
Capital Investment Advisory Services, LLC 27270.01%0.51%1.78%Q1 2017Q3 202327
Chicago Partners Investment Group LLC 27270.02%0.10%0.19%Q1 2017Q3 202327
VALLEY NATIONAL ADVISERS INC 15120.00%0.01%0.01%Q1 2015Q2 202227
Mirae Asset Global Investments Co., Ltd. 2610.00%0.12%0.67%Q2 2014Q3 202327
ANCHOR CAPITAL ADVISORS LLC 27270.25%1.23%3.23%Q1 2017Q3 202327
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 27270.05%0.12%0.31%Q1 2017Q3 202327
Oakworth Capital, Inc. 2160.00%3.20%9.02%Q4 2015Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 1980.02%0.04%0.07%Q4 2016Q3 202327
AUA CAPITAL MANAGEMENT, LLC 27271.41%2.27%4.38%Q1 2017Q3 202327
Kohmann Bosshard Financial Services, LLC 2524.28%5.52%6.90%Q4 2016Q3 202327
Brookstone Capital Management 1110.02%0.60%2.91%Q4 2013Q3 202327
Asset Planning Services, Ltd. 27270.30%3.03%5.79%Q2 2015Q4 202127
HANCOCK WHITNEY CORP 2160.08%0.55%1.67%Q3 2013Q3 202327
Bellecapital International Ltd. 17100.06%0.14%0.30%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.06%0.31%0.75%Q4 2016Q3 202327
Founders Capital Management 13130.06%0.76%2.26%Q1 2017Q4 202326
Hilton Capital Management, LLC 26262.45%6.54%11.92%Q2 2017Q3 202326
OPPENHEIMER & CO INC 26260.01%0.13%0.42%Q2 2017Q3 202326
Buffington Mohr McNeal 26260.14%0.36%0.63%Q2 2017Q3 202326
WEDBUSH SECURITIES INC 1710.02%0.07%0.23%Q2 2013Q3 202326
Carlson Capital Management 26260.06%5.09%20.07%Q2 2017Q3 202326
Main Management LLC 2120.02%0.03%0.04%Q1 2016Q3 202326
Retirement Systems of Alabama 26260.04%0.13%0.26%Q2 2017Q3 202326
NewFocus Financial Group, LLC 2510.09%0.21%0.42%Q2 2014Q4 202026
INSIGHT 2811, INC. 1510.08%7.40%18.79%Q3 2013Q3 202026
TWIN FOCUS CAPITAL PARTNERS, LLC 1880.26%0.38%0.63%Q1 2016Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 2510.00%0.52%0.74%Q3 2014Q4 202326
Sargent Bickham Lagudis LLC 2510.00%0.01%0.04%Q1 2016Q4 202226
EVERMAY WEALTH MANAGEMENT LLC 26260.02%0.10%0.20%Q2 2016Q3 202226
BOSTON ADVISORS LLC 26260.02%0.04%0.07%Q2 2013Q3 201926
CHILTON CAPITAL MANAGEMENT LLC 26260.08%0.18%0.30%Q2 2017Q3 202326
Strategic Financial Services, Inc, 2510.12%6.87%13.00%Q1 2017Q3 202326
Harel Insurance Investments & Financial Services Ltd. 1120.01%0.20%0.50%Q4 2015Q3 202326
Foothills Asset Management, Ltd. 26261.50%3.78%5.30%Q4 2013Q1 202026
Capital Asset Advisory Services LLC 1930.21%0.79%3.23%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.12%0.23%0.52%Q2 2017Q3 202326
JT Stratford LLC 26260.10%1.32%3.62%Q1 2017Q2 202326
NOVARE CAPITAL MANAGEMENT LLC 26260.09%0.54%1.68%Q2 2017Q3 202326
Mariner, LLC 2010.00%0.09%0.43%Q1 2015Q3 202326
Norway Savings Bank 26260.02%0.11%0.20%Q2 2017Q3 202326
BFSG, LLC 13130.16%2.05%4.04%Q1 2017Q3 202326
Sage Capital Advisors,llc 26260.34%0.57%0.80%Q2 2017Q3 202326
Berkshire Money Management, Inc. 2420.12%1.60%3.22%Q2 2016Q4 202226
Institute for Wealth Management, LLC. 26260.11%0.51%1.15%Q2 2017Q3 202326
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q2 2013Q3 202326
BANQUE PICTET & CIE SA 26260.01%0.02%0.06%Q2 2017Q3 202326
LS Investment Advisors, LLC 25250.00%0.11%0.33%Q3 2014Q3 202025
OneDigital Investment Advisors LLC 2050.04%0.34%1.33%Q2 2017Q3 202325
SIGNATUREFD, LLC 1720.00%0.00%0.02%Q3 2013Q3 202325
EVERETT HARRIS & CO /CA/ 25250.02%0.18%0.41%Q3 2017Q3 202325
Vigilant Capital Management, LLC 2230.00%0.21%0.81%Q2 2013Q3 201925
Valeo Financial Advisors, LLC 25252.99%5.26%7.36%Q3 2017Q3 202325
Voya Financial Advisors, Inc. 25250.03%0.12%0.30%Q1 2015Q1 202125
Sequoia Financial Advisors, LLC 2140.01%0.05%0.13%Q2 2017Q3 202325
KOPP INVESTMENT ADVISORS LLC 25250.09%0.24%0.64%Q3 2013Q3 201925
STEPHENS INC /AR/ 2230.14%1.26%4.56%Q2 2013Q3 202325
BEACON FINANCIAL GROUP 25250.18%2.25%3.52%Q3 2017Q3 202325
WOODMONT INVESTMENT COUNSEL LLC 2010.02%0.10%0.28%Q2 2015Q3 202325
Stockman Wealth Management, Inc. 1870.13%0.86%2.21%Q3 2016Q3 202325
WINTRUST INVESTMENTS LLC 1780.03%0.18%0.64%Q3 2016Q4 202225
JOHNSON INVESTMENT COUNSEL INC 25250.24%0.35%0.45%Q2 2013Q2 201925
MinichMacGregor Wealth Management, LLC 1210.02%3.57%4.98%Q4 2015Q4 202225
EP Wealth Advisors, LLC 930.01%0.12%0.54%Q4 2016Q3 202325
QUATTRO FINANCIAL ADVISORS LLC 1340.21%8.86%15.09%Q1 2017Q3 202325
Heritage Trust Co 25250.00%0.20%0.42%Q3 2017Q3 202325
Lido Advisors, LLC 2320.02%0.09%0.19%Q1 2016Q3 202325
Hirtle Callaghan & Co LLC 25251.30%7.28%11.62%Q3 2017Q3 202325
FIRST NATIONAL TRUST CO 25250.04%0.60%1.00%Q3 2017Q3 202325
NewEdge Advisors, LLC 2320.03%0.29%0.60%Q2 2017Q3 202325
Truepoint, Inc. 1510.03%0.05%0.17%Q4 2015Q4 202225
Sutton Wealth Advisors Inc. 14110.01%0.05%0.12%Q1 2016Q3 202325
Concorde Asset Management, LLC 25250.13%1.04%3.27%Q4 2014Q4 202025
Wealthcare Advisory Partners LLC 25250.00%0.07%0.17%Q3 2017Q3 202325
BUCKINGHAM STRATEGIC WEALTH, LLC 1410.01%0.08%0.25%Q1 2015Q3 202325
BDO Wealth Advisors, LLC 25252.76%5.19%8.51%Q2 2017Q2 202325
Burt Wealth Advisors 25250.01%0.04%0.07%Q4 2014Q4 202025
Providence First Trust Co 14111.74%3.50%5.39%Q2 2017Q3 202325
TOTH FINANCIAL ADVISORY CORP 24240.06%0.12%0.19%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.06%0.16%0.32%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.36%2.25%5.70%Q4 2017Q3 202324
FARMERS & MERCHANTS INVESTMENTS INC 1230.00%0.33%0.86%Q2 2014Q3 202324
Steinberg Global Asset Management 24240.04%1.08%1.64%Q2 2013Q1 201924
Valmark Advisers, Inc. 24240.01%0.06%0.16%Q4 2017Q3 202324
BB&T SECURITIES, LLC 2130.01%0.17%0.37%Q2 2013Q3 201924
AdvisorNet Financial, Inc 24240.03%0.93%3.38%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.14%0.19%0.28%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.03%0.16%0.23%Q2 2013Q1 201924
Private Harbour Investment Management & Counsel, LLC 24243.84%8.16%10.32%Q2 2016Q1 202224
Asset Dedication, LLC 1010.00%0.02%0.29%Q4 2015Q3 202324
Fiera Capital Corp 2310.00%0.00%0.02%Q3 2017Q3 202324
CWM, LLC 1680.00%0.05%0.21%Q3 2017Q3 202324
FCG ADVISORS, LLC 24240.20%0.38%0.70%Q4 2014Q3 202024
HT Partners LLC 2130.26%2.10%5.93%Q2 2014Q3 202324
Thomasville National Bank 2040.08%0.69%1.08%Q3 2017Q3 202324
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2130.08%0.11%0.16%Q4 2013Q3 202324
Arete Wealth Advisors, LLC 24240.09%0.23%0.67%Q4 2017Q3 202324
Koshinski Asset Management, Inc. 1680.22%1.13%2.13%Q2 2017Q3 202324
Sowell Financial Services LLC 1020.07%0.57%1.24%Q4 2016Q3 202324
Cliffwater LLC 24241.57%4.23%8.42%Q4 2017Q3 202324
LYELL WEALTH MANAGEMENT, LP 24240.06%0.16%0.31%Q4 2016Q3 202224
Clearwater Capital Advisors, LLC 1950.05%0.36%0.76%Q2 2016Q3 202324
Bridgeworth, LLC 2130.05%0.19%0.46%Q4 2016Q4 202224
SIMON QUICK ADVISORS, LLC 1620.02%0.30%0.65%Q4 2016Q3 202324
Mutual Advisors, LLC 24240.06%0.14%0.33%Q4 2017Q3 202324
PFG Advisors 24240.06%0.50%1.12%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.03%22.73%31.33%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24240.46%1.02%1.65%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.05%0.11%0.28%Q3 2017Q3 202324
Cypress Wealth Services, LLC 24240.24%0.43%0.74%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.02%0.10%0.20%Q4 2017Q3 202324
PrairieView Partners, LLC 24246.18%6.86%7.65%Q4 2017Q3 202324
Columbus Macro, LLC 24240.07%1.19%3.78%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24242.98%5.37%7.96%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24242.46%3.79%8.01%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.07%0.12%0.19%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24242.80%3.44%4.70%Q4 2017Q3 202324
Front Row Advisors LLC 24240.08%0.11%0.15%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.00%0.25%0.57%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.11%0.26%1.37%Q4 2017Q3 202324
Crewe Advisors LLC 24240.01%0.21%0.82%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.08%0.27%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.25%0.58%0.85%Q4 2017Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24240.70%2.91%15.99%Q4 2017Q3 202324
Rossmore Private Capital 24240.47%0.89%1.54%Q4 2017Q3 202324
Versant Capital Management, Inc 14100.00%0.02%0.05%Q4 2015Q4 202324
Integrated Wealth Concepts LLC 24240.01%0.07%0.25%Q4 2017Q3 202324
Lutz Financial Services LLC 24240.12%2.38%4.60%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.66%1.94%3.68%Q4 2017Q3 202324
Aries Wealth Management 1760.65%0.89%1.18%Q4 2017Q3 202323
AMUSSEN HUNSAKER ASSOCIATES LLC 23230.12%1.66%2.93%Q2 2017Q4 202223
SEI INVESTMENTS CO 810.00%0.00%0.00%Q3 2015Q1 202323
EAGLE GLOBAL ADVISORS LLC 23230.06%0.19%0.32%Q1 2018Q3 202323
PATHSTONE FAMILY OFFICE, LLC 1530.00%0.10%0.78%Q4 2013Q3 202323
STEPHENS GROUP ASSET MANAGEMENT, LLC 23230.02%0.05%0.14%Q1 2018Q3 202323
Ausdal Financial Partners, Inc. 1210.03%0.99%3.04%Q4 2015Q1 202223
SPROTT INC. 23230.06%0.41%0.99%Q1 2018Q3 202323
Independence Bank of Kentucky 23230.00%0.52%1.04%Q1 2018Q3 202323
Doyle Wealth Management 23230.24%1.13%2.59%Q1 2017Q3 202223
PRUDENTIAL FINANCIAL INC 2210.00%0.02%0.05%Q1 2017Q3 202323
TCI Wealth Advisors, Inc. 2210.00%0.04%0.43%Q4 2014Q1 202323
River Wealth Advisors LLC 23230.69%0.99%1.27%Q4 2016Q2 202223
ROCKLAND TRUST CO 1490.02%0.05%0.13%Q2 2016Q4 202223
Symmetry Partners, LLC 1940.53%1.17%2.03%Q4 2016Q4 202323
D.B. Root & Company, LLC 23230.19%1.14%1.68%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.16%0.65%Q1 2018Q3 202323
GREENLEAF TRUST 23230.00%0.01%0.01%Q3 2015Q1 202123
SEIZERT CAPITAL PARTNERS, LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
LaFleur & Godfrey LLC 13100.15%2.21%5.18%Q2 2013Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.01%0.04%0.13%Q4 2016Q2 202223
BARCLAYS PLC 1010.00%0.01%0.08%Q2 2013Q3 202323
Montecito Bank & Trust 23230.28%1.76%3.81%Q2 2018Q4 202323
GREATMARK INVESTMENT PARTNERS, INC. 1670.04%0.10%0.21%Q2 2014Q4 202123
DUBUQUE BANK & TRUST CO 1610.00%0.78%1.65%Q1 2017Q3 202323
Bigelow Investment Advisors, LLC 23230.22%0.85%1.34%Q1 2018Q3 202323
Abbrea Capital, LLC 22220.57%1.59%3.25%Q2 2018Q3 202322
Jentner Corp 22220.26%15.98%30.45%Q4 2016Q1 202222
FCA CORP /TX 22220.09%0.93%1.67%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.14%0.60%1.70%Q2 2018Q3 202322
Covenant Asset Management, LLC 22220.05%0.12%0.24%Q1 2018Q2 202322
Palouse Capital Management, Inc. 1390.17%1.56%3.49%Q1 2017Q3 202322
Patten Group, Inc. 1570.06%0.28%0.74%Q4 2014Q3 202322
Capital Advisory Group Advisory Services, LLC 1570.97%3.64%8.01%Q1 2018Q3 202322
Certified Advisory Corp 11110.50%1.04%1.91%Q4 2017Q3 202322
WBH ADVISORY INC 1930.08%0.88%1.97%Q1 2018Q3 202322
TRUIST FINANCIAL CORP 1610.00%0.06%0.10%Q2 2013Q3 202322
MADISON INVESTMENT HOLDINGS INC 1930.36%1.10%2.15%Q3 2013Q3 201922
PLANNING DIRECTIONS INC 1484.53%6.67%10.28%Q1 2018Q3 202322
Investment Counsel Inc. 22228.34%15.96%24.38%Q4 2015Q1 202122
MCF Advisors LLC 22220.00%2.35%4.36%Q3 2014Q4 201922
KLINGENSTEIN FIELDS & CO LP 21210.01%0.01%0.02%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
COMMERCE BANK 1520.00%0.01%0.07%Q4 2014Q3 202321
Robinson Value Management, Ltd. 1210.02%3.59%8.91%Q4 2016Q3 202321
Community Financial Services Group, LLC 1220.01%0.18%0.52%Q2 2013Q2 202021
Pinnacle Bancorp, Inc. 2010.05%0.24%0.58%Q1 2017Q3 202321
Bedel Financial Consulting, Inc. 1740.02%0.19%0.90%Q1 2018Q2 202321
CLEAR STREET MARKETS LLC 610.01%0.94%7.36%Q3 2015Q2 202221
Wells Trecaso Financial Group, LLC 21210.55%0.97%2.04%Q3 2018Q3 202321
LeJeune Puetz Investment Counsel LLC 21210.51%1.87%3.03%Q1 2018Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.16%0.24%Q3 2018Q3 202321
Allianz Asset Management GmbH 1030.00%0.02%0.05%Q2 2015Q2 202321
VERITY Wealth Advisors 21210.90%1.77%4.30%Q4 2018Q4 202321
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21210.01%0.31%3.19%Q4 2015Q4 202021
OPTIMUM INVESTMENT ADVISORS 1740.04%0.13%0.20%Q2 2014Q3 202321
Pacific Center for Financial Services 21210.00%0.00%0.00%Q4 2016Q4 202121
Vectors Research Management, LLC 21210.48%1.19%2.72%Q3 2018Q3 202321
Sunesis Advisors, LLC 2010.23%0.81%1.54%Q2 2018Q3 202321
PROFFITT & GOODSON INC 21214.47%6.19%9.82%Q3 2018Q3 202321
IndexIQ Advisors LLC 21210.03%2.59%6.89%Q1 2017Q1 202221
Laurel Wealth Advisors, Inc. 2010.03%0.19%0.57%Q1 2016Q4 202221
LFA - Lugano Financial Advisors SA 1650.24%3.15%13.82%Q2 2018Q3 202321
Florin Court Capital LLP 740.38%3.75%12.44%Q1 2017Q3 202321
McCollum Christoferson Group LLC 21210.15%0.62%1.37%Q4 2017Q4 202221
Chicago Capital, LLC 21210.02%0.03%0.06%Q3 2018Q3 202321
STALEY CAPITAL ADVISERS INC 21210.13%0.57%1.16%Q3 2018Q3 202321
Meridian Wealth Management, LLC 810.03%0.28%0.82%Q4 2016Q3 202321
ProVise Management Group, LLC 21210.04%0.30%0.55%Q3 2018Q3 202321
STRATEGY ASSET MANAGERS LLC 1010.04%0.09%0.16%Q4 2015Q3 202321
MEITAV INVESTMENT HOUSE LTD 1530.01%0.10%0.52%Q1 2018Q3 202321
AE Wealth Management LLC 21210.01%0.12%0.22%Q3 2018Q3 202321
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 21210.08%0.21%0.59%Q3 2018Q3 202321
Canton Hathaway, LLC 21210.01%0.73%2.81%Q3 2018Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.65%2.01%6.59%Q4 2017Q4 202221
Covington Capital Management 21210.00%0.02%0.04%Q3 2017Q3 202221
Peak Asset Management, LLC 21210.08%0.18%0.31%Q4 2014Q4 201921
Winslow, Evans & Crocker, Inc. 21210.00%0.02%0.05%Q4 2015Q4 202021
Mascoma Wealth Management LLC 1110.00%0.49%3.49%Q4 2016Q3 202321
Jackson Wealth Management, LLC 21210.18%4.24%16.46%Q4 2014Q4 201921
Cassaday & Co Inc. 1830.00%0.05%0.38%Q4 2014Q4 202121
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.23%0.76%2.15%Q4 2014Q3 201920
Tradewinds Capital Management, LLC 1910.00%0.07%0.11%Q1 2014Q4 201920
CreativeOne Wealth, LLC 20200.03%0.09%0.19%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.57%1.86%3.40%Q4 2016Q3 202120
FinTrust Capital Advisors, LLC 20200.04%0.13%0.56%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.00%0.01%Q4 2018Q3 202320
B. Riley Wealth Management, Inc. 1620.02%2.69%5.90%Q1 2015Q2 202220
Essex Savings Bank 20200.11%0.27%0.50%Q4 2018Q3 202320
CAPITAL ONE, NATIONAL ASSOCIATION 1910.11%0.63%2.79%Q4 2013Q4 201920
BANK OF THE WEST 1910.02%0.04%0.07%Q3 2015Q1 202120
Eukles Asset Management 20202.06%2.53%3.42%Q4 2018Q3 202320
Compagnie Lombard Odier SCmA 1910.00%0.05%0.09%Q4 2013Q4 201920
Blue Chip Partners, LLC 1280.03%0.26%3.63%Q4 2016Q3 202220
OLD DOMINION CAPITAL MANAGEMENT INC 20201.40%5.04%9.71%Q1 2014Q4 201820
Larson Financial Group LLC 20200.01%1.09%3.04%Q4 2018Q3 202320
SOL Capital Management CO 1910.07%0.11%0.36%Q2 2017Q3 202320
American Portfolios Advisors 20200.13%0.28%1.03%Q4 2017Q3 202220
WealthPLAN Partners, LLC 810.02%0.30%1.08%Q4 2015Q2 202320
Edge Capital Group, LLC 20200.01%0.13%0.52%Q4 2018Q3 202320
PRUDENTIAL PLC 20200.06%8.69%34.66%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.01%0.02%0.04%Q3 2017Q2 202220
Jackson Hole Capital Partners, LLC 20200.36%0.80%1.88%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.20%0.34%0.49%Q4 2018Q3 202320
Carmichael Hill & Associates, Inc. 1640.02%0.13%0.65%Q4 2017Q3 202320
HHM Wealth Advisors, LLC 20200.32%0.67%1.08%Q4 2018Q3 202320
SHEETS SMITH WEALTH MANAGEMENT 1910.11%1.91%3.49%Q1 2013Q3 202320
CONDOR CAPITAL MANAGEMENT 20202.13%2.88%3.69%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.44%0.67%1.09%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.07%2.80%11.60%Q4 2018Q3 202320
Clearstead Advisors, LLC 1370.00%0.05%0.16%Q3 2018Q3 202320
Kovitz Investment Group Partners, LLC 20200.04%0.17%0.34%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.15%0.23%0.34%Q4 2018Q3 202320
Court Place Advisors, LLC 1280.12%0.24%0.31%Q2 2016Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.04%0.09%Q4 2018Q3 202320
ORRSTOWN FINANCIAL SERVICES INC 20200.03%0.58%2.07%Q4 2014Q3 201920
Shamrock Asset Management LLC 1640.00%0.05%0.40%Q2 2013Q3 201920
Ellis Investment Partners, LLC 20200.24%0.41%0.65%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 1110.01%0.05%0.14%Q3 2014Q3 202320
Magnus Financial Group LLC 20200.28%0.71%1.10%Q4 2018Q3 202320
Strategic Wealth Partners Group, LLC 1820.05%1.32%8.64%Q4 2016Q4 202120
Black Diamond Financial, LLC 20202.34%6.60%13.88%Q4 2018Q3 202320
Windham Capital Management, LLC 1281.17%3.94%8.45%Q2 2013Q2 201820
Ledyard National Bank 20200.01%0.08%0.11%Q1 2015Q4 201920
Graves Light Lenhart Wealth, Inc. 20202.37%3.57%4.93%Q4 2018Q3 202320
Horizon Kinetics 20200.00%0.09%0.25%Q1 2014Q4 201820
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.23%0.54%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.24%0.54%0.97%Q4 2013Q3 201820
Arkos Global Advisors 202010.33%13.17%18.04%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.23%0.99%Q1 2018Q3 202320
Total Wealth Planning, LLC 202011.67%19.11%23.86%Q4 2018Q3 202320
AJ WEALTH STRATEGIES, LLC 1190.05%0.32%0.74%Q4 2016Q1 202220
GUGGENHEIM CAPITAL LLC 1370.00%0.01%0.01%Q3 2018Q3 202320
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1910.00%0.01%0.02%Q4 2016Q3 202320
Good Life Advisors, LLC 830.03%0.45%2.75%Q4 2016Q3 202320
Lenox Wealth Advisors, LLC 1810.00%0.27%1.23%Q4 2013Q1 202219
Intelligence Driven Advisers, LLC 1180.17%3.36%11.55%Q4 2018Q3 202319
Family Management Corp 1360.25%1.56%3.84%Q4 2018Q3 202319
CREDIT SUISSE AG/ 1210.00%0.00%0.02%Q1 2013Q4 202219
TimeScale Financial, Inc. 19190.00%0.02%0.15%Q4 2018Q2 202319
TWO SIGMA SECURITIES, LLC 810.00%0.09%0.41%Q1 2015Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19192.70%3.19%3.78%Q1 2019Q3 202319
First Fiduciary Investment Counsel, Inc. 1010.32%0.60%1.06%Q2 2013Q4 201919
Laffer Tengler Investments, Inc. 1810.01%0.07%0.16%Q3 2013Q1 202119
Chevy Chase Trust Holdings, LLC 1810.00%0.01%0.02%Q3 2013Q3 201819
AlphaStar Capital Management, LLC 1120.00%0.31%0.64%Q4 2017Q2 202319
Western Wealth Management, LLC 1180.09%0.13%0.25%Q4 2018Q3 202319
Wolff Financial Management LLC 1091.28%5.00%16.13%Q4 2018Q3 202319
180 WEALTH ADVISORS, LLC 19190.06%0.11%0.19%Q3 2018Q1 202319
Kingsview Wealth Management, LLC 1210.04%0.08%0.20%Q3 2017Q3 202319
Manchester Capital Management LLC 1720.00%0.30%1.40%Q2 2013Q3 202319
Bank Pictet & Cie (Europe) AG 19190.01%0.03%0.07%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Clean Yield Group 1090.00%0.05%0.15%Q4 2018Q3 202319
Numeric Investors LLC 19190.00%0.02%0.03%Q2 2013Q4 201719
TD Capital Management LLC 1720.00%0.14%0.87%Q2 2013Q3 202019
Braun-Bostich & Associates Inc. 1270.28%1.08%2.58%Q4 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.96%2.39%3.99%Q1 2019Q3 202319
Continuum Advisory, LLC 1510.15%0.51%0.82%Q2 2017Q3 202319
Integrated Investment Consultants, LLC 840.06%0.16%0.38%Q4 2016Q3 202319
EXENCIAL WEALTH ADVISORS, LLC 1710.02%0.18%0.94%Q1 2013Q3 202319
Realta Investment Advisors 19190.11%0.18%0.30%Q1 2019Q3 202319
Hudson Capital Management LLC 19193.50%6.18%10.04%Q4 2017Q2 202219
COBIZ WEALTH, LLC 19190.05%0.25%0.37%Q4 2014Q2 201919
WASHINGTON TRUST BANK 19190.00%0.02%0.06%Q1 2014Q3 201819
Sheaff Brock Investment Advisors, LLC 1270.03%0.04%0.09%Q1 2016Q3 202319
Granite Investment Advisors, LLC 1630.04%0.07%0.17%Q2 2013Q2 201819
Lenox Wealth Management, Inc. 19190.00%0.00%0.01%Q4 2015Q2 202019
Bremer Bank National Association 19190.25%0.50%1.81%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.33%1.55%2.52%Q1 2019Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.11%0.16%0.64%Q2 2018Q4 202219
NISA INVESTMENT ADVISORS, LLC 19190.09%0.12%0.16%Q1 2019Q3 202319
Strategic Wealth Partners, Ltd. 1210.00%0.27%0.67%Q4 2017Q1 202319
RDA Financial Network 19190.17%0.35%0.66%Q1 2019Q3 202319
Allworth Financial LP 1610.00%0.09%0.35%Q1 2015Q3 202319
AT Bancorp 1620.10%0.18%0.28%Q3 2014Q1 201918
PEAPACK GLADSTONE FINANCIAL CORP 1260.02%0.04%0.11%Q2 2016Q3 202318
Crabel Capital Management, LLC 940.20%1.82%5.71%Q3 2018Q3 202318
PRENTISS SMITH & CO INC 920.00%0.19%0.96%Q4 2014Q2 202018
SALEM INVESTMENT COUNSELORS INC 920.00%0.01%0.06%Q4 2016Q3 202318
ARROW FINANCIAL CORP 18180.43%3.56%6.14%Q2 2019Q3 202318
CAPITAL WEALTH MANAGEMENT, LLC 18187.07%7.84%9.33%Q4 2017Q1 202218
WealthTrust Fairport, LLC 1440.05%0.22%0.36%Q2 2014Q1 201918
SUNTRUST BANKS INC 1710.00%0.04%0.10%Q2 2014Q3 201918
CIBC WORLD MARKET INC. 1510.00%0.00%0.01%Q3 2017Q3 202318
Executive Wealth Management, LLC 1530.00%3.17%9.52%Q4 2018Q3 202318
Quantitative Advantage, LLC 18180.91%1.26%1.66%Q3 2015Q4 201918
NATIONAL PLANNING CORP 18180.03%0.18%0.40%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.13%0.20%0.29%Q2 2013Q3 201718
Paulson Wealth Management Inc. 840.18%2.21%6.57%Q4 2017Q3 202318
L. Roy Papp & Associates, LLP 18180.14%0.83%3.75%Q2 2019Q3 202318
FIRST HAWAIIAN BANK 710.03%0.08%0.17%Q4 2017Q3 202318
GREAT LAKES ADVISORS, LLC 18180.06%0.08%0.10%Q1 2014Q2 201818
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.04%0.39%1.40%Q4 2015Q2 202218
London & Capital Asset Management Ltd 1350.28%0.66%1.53%Q4 2018Q3 202318
Private Capital Group, LLC 18180.12%0.18%0.39%Q4 2017Q1 202218
Sound View Wealth Advisors Group, LLC 18180.04%0.08%0.13%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.04%0.20%0.41%Q1 2019Q2 202318
Baystate Wealth Management LLC 1010.00%0.02%0.08%Q2 2017Q3 202318
CALTON & ASSOCIATES, INC. 1710.05%0.33%0.71%Q4 2017Q3 202318
HNP Capital LLC 18180.24%1.21%2.83%Q4 2018Q1 202318
RPG Investment Advisory, LLC 18180.01%0.02%0.09%Q2 2017Q3 202118
Citadel Advisors 610.00%0.01%0.02%Q1 2014Q1 202318
Cypress Capital, LLC 940.18%0.52%0.75%Q4 2018Q3 202318
Snowden Capital Advisors LLC 1080.02%0.10%0.20%Q1 2019Q3 202318
Vantage Investment Advisors, LLC 18180.01%0.03%0.07%Q2 2014Q3 201818
Aspire Private Capital, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
Morningstar Investment Services LLC 17170.08%0.30%0.57%Q3 2016Q3 202017
MidWestOne Financial Group, Inc. 1340.37%0.51%0.76%Q2 2019Q3 202317
SII INVESTMENTS INC/WI 1520.04%0.83%1.47%Q2 2013Q4 201717
Bull Street Advisors, LLC 17172.32%2.72%3.04%Q3 2019Q3 202317
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1160.01%0.10%0.21%Q3 2018Q3 202317
Pacifica Partners Inc. 17170.06%0.43%0.80%Q4 2019Q4 202317
Evercore Wealth Management, LLC 1510.00%0.02%0.05%Q1 2015Q2 202117
Beacon Harbor Wealth Advisors, Inc. 1341.25%1.64%2.54%Q2 2019Q3 202317
Stratos Investment Management, LLC 17170.04%0.19%0.57%Q1 2019Q1 202317
ARGI Investment Services, LLC 710.01%0.04%0.13%Q1 2014Q4 202217
Avestar Capital, LLC 17170.06%0.18%0.38%Q4 2017Q4 202117
WFG Advisors, LP 17170.01%0.08%0.17%Q2 2013Q2 201717
Redhawk Wealth Advisors, Inc. 1520.08%0.53%1.90%Q3 2018Q3 202317
Rezny Wealth Management, Inc. 17170.02%5.33%7.15%Q3 2019Q3 202317
CPWM, LLC 1430.02%0.20%0.39%Q4 2017Q2 202217
Baldrige Asset Management LLC 17176.61%9.21%13.38%Q1 2019Q1 202317
CIBC BANK USA 17170.03%0.07%0.18%Q2 2013Q2 201717
Cerity Partners LLC 1250.01%0.19%0.41%Q2 2019Q3 202317
Cedar Wealth Management, LLC 1520.00%0.34%1.49%Q3 2018Q3 202317
FORT PITT CAPITAL GROUP, LLC 17170.55%0.97%1.40%Q3 2019Q3 202317
Cumberland Partners Ltd 1610.02%0.41%0.74%Q1 2015Q3 202317
BKS ADVISORS, LLC 17170.40%0.68%1.06%Q1 2015Q1 201917
HORIZON KINETICS ASSET MANAGEMENT LLC 17170.00%0.05%0.08%Q1 2019Q1 202317
DOWLING & YAHNKE LLC 17170.02%0.34%2.17%Q3 2018Q3 202217
PEOPLES BANK /OH 1320.13%3.35%5.86%Q4 2015Q3 202217
Cordant, Inc. 16167.14%7.98%9.76%Q4 2019Q3 202316
Castle Rock Wealth Management, LLC 1240.08%0.27%1.61%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.07%0.15%Q4 2019Q3 202316
D. SCOTT NEAL, INC. 1010.24%7.02%21.02%Q4 2014Q4 201916
IRON Financial LLC 910.22%3.27%5.87%Q4 2013Q2 202116
Financial Strategies Group, Inc. 16162.83%3.17%3.56%Q4 2019Q3 202316
BARINGS LLC 16160.11%0.73%2.72%Q4 2019Q3 202316
ZACKS INVESTMENT MANAGEMENT 16160.01%0.07%0.12%Q4 2019Q3 202316
S.A. Mason LLC 16160.07%0.44%0.84%Q4 2019Q3 202316
Disciplined Investments, LLC 16162.76%3.41%4.29%Q4 2019Q3 202316
Glovista Investments LLC 910.06%2.64%8.13%Q2 2015Q2 202216
Curtis Advisory Group, LLC 16161.54%1.92%2.79%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.13%0.75%1.29%Q4 2019Q3 202316
TRUSTCORE FINANCIAL SERVICES, LLC 1510.02%0.21%0.30%Q4 2017Q4 202216
ISLAY CAPITAL MANAGEMENT, LLC 16160.03%0.11%0.20%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.13%0.59%1.69%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Legacy Private Trust Co. 1210.02%0.24%1.39%Q3 2013Q3 201916
Firestone Capital Management 16161.63%2.51%3.32%Q4 2019Q3 202316
COMERICA SECURITIES,INC. 970.01%0.12%0.50%Q1 2019Q3 202316
SkyOak Wealth, LLC 16160.25%0.51%1.11%Q4 2019Q3 202316
Values First Advisors, Inc. 16160.00%0.65%1.82%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.21%0.50%1.04%Q4 2019Q3 202316
MANNING & NAPIER ADVISORS LLC 16160.00%0.04%0.17%Q4 2013Q3 201716
Resonant Capital Advisors, LLC 16161.85%4.22%6.26%Q4 2019Q3 202316
Madden Advisory Services, Inc. 910.03%0.59%1.28%Q1 2014Q3 202316
Krilogy Financial LLC 1210.00%0.10%0.16%Q3 2015Q3 202316
Csenge Advisory Group 1510.04%0.25%1.09%Q3 2017Q3 202316
Sunburst Financial Group, LLC 16169.54%12.15%16.19%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16161.00%2.68%4.56%Q4 2019Q3 202316
Element Wealth, LLC 16160.37%0.54%0.85%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.07%0.18%0.30%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.12%0.42%2.33%Q4 2019Q3 202316
Brown Advisory Securities, LLC 970.04%0.09%0.14%Q2 2013Q1 201816
DAVIDSON TRUST CO 16160.15%0.35%0.72%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.45%1.08%Q4 2019Q3 202316
MBE Wealth Management, LLC 16160.88%1.19%1.69%Q4 2019Q3 202316
BERNZOTT CAPITAL ADVISORS 16160.03%0.08%0.13%Q3 2014Q2 201816
Soltis Investment Advisors LLC 16160.48%1.04%2.03%Q4 2019Q3 202316
Baskin Financial Services Inc. 16160.03%0.12%0.38%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.41%0.87%Q2 2018Q3 202316
Bell Rock Capital LLC 1310.00%0.06%0.28%Q4 2016Q3 202216
Kavar Capital Partners, LLC 910.01%0.14%0.25%Q4 2013Q3 202016
GM Advisory Group, LLC 1220.05%1.47%4.11%Q4 2013Q1 202316
Benchmark Wealth Management, LLC 16161.62%2.70%3.59%Q4 2019Q3 202316
RFG Advisory, LLC 1220.06%0.48%1.11%Q3 2017Q3 202316
AlphaMark Advisors, LLC 1150.00%0.12%0.28%Q2 2017Q3 202316
ACCESS FINANCIAL SERVICES, INC. 970.98%6.34%12.39%Q4 2016Q4 202116
360 Financial, Inc. 16160.36%0.49%0.82%Q4 2019Q3 202316
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 520.00%0.00%0.01%Q2 2014Q2 202216
CAROLINAS WEALTH CONSULTING LLC 16160.03%0.48%0.74%Q4 2019Q3 202316
LEUTHOLD GROUP, LLC 1060.03%0.12%0.28%Q1 2018Q3 202316
Stokes Family Office, LLC 16160.03%0.20%0.50%Q4 2019Q3 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 161610.72%13.13%15.85%Q4 2019Q3 202316
Fortis Capital Management LLC 16160.47%1.76%5.73%Q4 2019Q3 202316
MGO ONE SEVEN LLC 1310.01%0.14%0.44%Q4 2017Q3 202316
Vigilare Wealth Management 1510.22%0.39%1.16%Q4 2019Q4 202316
Hurlow Wealth Management Group, Inc. 16160.33%1.62%2.24%Q4 2019Q3 202316
CVA Family Office, LLC 16160.43%1.10%1.97%Q4 2019Q3 202316
Asio Capital, LLC 16161.81%3.36%4.46%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.01%1.11%2.26%Q4 2019Q3 202316
N.E.W. Advisory Services LLC 1410.16%0.63%1.87%Q4 2019Q3 202315
THOMPSON INVESTMENT MANAGEMENT, INC. 15150.15%0.20%0.26%Q1 2020Q3 202315
Cresset Asset Management, LLC 830.00%0.01%0.03%Q4 2018Q3 202315
Bowie Capital Management, LLC 15150.30%0.56%1.31%Q1 2020Q3 202315
Stelac Advisory Services LLC 15150.07%0.18%0.28%Q1 2020Q3 202315
PacWest Financial Management Inc 15151.11%2.77%4.62%Q2 2013Q4 201615
Moser Wealth Advisors, LLC 1320.02%0.09%0.21%Q4 2019Q3 202315
Ziegler Capital Management, LLC 15150.52%0.78%0.89%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15151.14%2.01%3.02%Q1 2020Q3 202315
Alera Investment Advisors, LLC 15150.10%0.35%1.10%Q4 2018Q2 202215
Retirement Group, LLC 1410.01%0.01%0.01%Q4 2019Q3 202315
Vivaldi Capital Management LP 1320.00%0.14%0.52%Q1 2017Q4 202015
Advisor Group, Inc. 15150.12%0.16%0.20%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.14%0.25%0.32%Q1 2020Q3 202315
PATTON ALBERTSON MILLER GROUP, LLC 15150.14%0.26%0.38%Q2 2018Q4 202115
Matthew Goff Investment Advisor, LLC 640.06%0.91%2.87%Q3 2017Q3 202315
Atlantic Union Bankshares Corp 15150.04%0.08%0.14%Q1 2020Q3 202315
AFAM CAPITAL, INC. 740.03%0.67%2.82%Q2 2013Q3 201815
Powell Investment Advisors, LLC 1140.19%1.00%3.41%Q4 2019Q3 202315
FRONTIER INVESTMENT MGMT CO 960.04%0.10%0.15%Q1 2014Q4 201715
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1140.18%0.28%0.34%Q2 2013Q3 201915
Apella Capital, LLC 1230.43%1.61%2.88%Q1 2020Q4 202315
TD Ameritrade Trust Co 15150.31%0.49%0.74%Q1 2015Q3 201815
TRANSCEND CAPITAL ADVISORS, LLC 960.11%0.21%0.45%Q4 2019Q3 202315
Highland Private Wealth Management 960.06%0.61%1.20%Q4 2015Q3 201915
MONETA GROUP INVESTMENT ADVISORS LLC 810.00%0.03%0.10%Q4 2016Q4 202215
HOWARD WEALTH MANAGEMENT, LLC 1050.83%1.41%1.92%Q4 2019Q3 202315
Keystone Financial Group 15150.04%0.09%0.14%Q1 2018Q3 202115
Camelot Portfolios, LLC 870.53%1.56%2.61%Q2 2013Q3 201715
Princeton Global Asset Management LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Goldstein Munger & Associates 15150.06%0.09%0.12%Q3 2018Q1 202215
Global Trust Asset Management, LLC 1410.04%0.12%0.43%Q4 2019Q3 202315
Proficio Capital Partners LLC 1320.02%0.16%0.35%Q2 2016Q2 202115
Stokes & Hubbell Capital Management, LLC 15150.84%1.18%1.72%Q3 2015Q1 201915
Gladstone Institutional Advisory LLC 1140.03%0.17%0.30%Q2 2019Q3 202315
HIGH POINT BANK & TRUST CO 15151.36%1.98%3.38%Q2 2013Q4 201615
Financial Insights, Inc. 15150.15%0.69%1.56%Q3 2019Q1 202315
Northwest Bancshares, Inc. 15154.47%6.22%7.38%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.05%0.08%Q1 2020Q3 202315
BCS Wealth Management 960.71%2.04%5.13%Q4 2019Q3 202315
Gray Wealth Management Inc. 15152.05%4.00%6.49%Q1 2020Q3 202315
Hefren-Tillotson, Inc. 15151.35%2.00%3.05%Q3 2018Q1 202215
BAILARD, INC. 15150.05%0.31%0.74%Q2 2016Q4 201915
MSI Financial Services Inc 15150.22%0.43%0.72%Q2 2013Q4 201615
Concert Wealth Management Inc. 960.03%0.12%0.70%Q2 2013Q2 201715
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
ALPS ADVISORS INC 15150.04%0.05%0.08%Q4 2016Q2 202015
Clearshares LLC 921.39%2.87%4.54%Q4 2017Q4 202115
Quaker Wealth Management, LLC 9611.80%16.29%30.38%Q4 2019Q3 202315
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 1410.01%0.74%0.94%Q3 2018Q3 202315
Newfound Research LLC 15150.00%0.00%0.01%Q4 2015Q2 201915
1ST SOURCE BANK 15150.03%0.07%0.11%Q3 2014Q1 201815
EATON VANCE MANAGEMENT 15150.04%0.06%0.12%Q1 2019Q3 202215
FORVIS Wealth Advisors, LLC 15150.02%0.45%1.52%Q1 2020Q3 202315
PHILADELPHIA TRUST CO 870.02%0.04%0.11%Q3 2015Q4 202115
TOWNSQUARE CAPITAL LLC 610.01%0.11%0.37%Q2 2019Q3 202315
Banco Santander, S.A. 870.02%0.24%0.70%Q1 2018Q3 202315
Procyon Advisors, LLC 15150.06%0.10%0.17%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.54%0.73%1.03%Q1 2020Q3 202315
REGIONS FINANCIAL CORP 810.00%0.01%0.02%Q1 2017Q3 202315
Sound Income Strategies, LLC 1110.00%0.00%0.00%Q4 2017Q3 202314
Costello Asset Management, INC 14140.00%0.00%0.00%Q2 2020Q3 202314
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 950.03%0.07%0.12%Q4 2018Q2 202214
Biltmore Family Office, LLC 1040.08%1.49%4.21%Q4 2017Q3 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.08%0.26%0.51%Q4 2019Q1 202314
Homrich & Berg 14140.01%0.11%0.54%Q4 2017Q1 202114
Delta Investment Management, LLC 1110.10%1.25%8.79%Q4 2018Q2 202314
Stonebridge Capital Advisors LLC 950.00%0.18%1.33%Q2 2019Q3 202314
Miracle Mile Advisors, LLC 14140.04%0.75%1.32%Q2 2020Q3 202314
STERLING INVESTMENT MANAGEMENT, LLC 14142.08%2.83%3.50%Q1 2019Q2 202214
HAYS ADVISORY LLC 860.15%0.35%0.59%Q3 2014Q3 201814
Prestige Wealth Management Group LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
Mattern Wealth Management LLC 14140.07%1.28%4.43%Q4 2019Q1 202314
Garde Capital, Inc. 14140.06%1.43%2.55%Q1 2017Q2 202014
Stokes Capital Advisors, LLC 14140.43%2.00%3.58%Q2 2020Q3 202314
Cornell Pochily Investment Advisors, Inc. 14140.13%0.60%1.33%Q2 2020Q3 202314
NORTHERN CAPITAL MANAGEMENT LLC 14140.82%1.95%3.91%Q3 2015Q4 201814
Ruggie Capital Group 1310.05%2.54%4.57%Q3 2015Q1 201914
EFG Asset Management (Americas) Corp. 14140.23%0.38%0.45%Q2 2020Q3 202314
Litman Gregory Wealth Management LLC 920.07%0.32%0.97%Q4 2015Q3 202314
Members Trust Co 14141.35%3.76%5.61%Q2 2020Q3 202314
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14140.14%0.30%0.47%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 1310.01%0.02%0.07%Q1 2016Q4 202214
DAGCO, INC. 861.60%3.54%6.56%Q4 2018Q2 202214
TL Private Wealth 14140.15%2.93%7.05%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
LBA Wealth Management, LLC 14141.70%5.50%7.49%Q4 2013Q1 201714
Live Your Vision, LLC 14141.55%4.14%5.10%Q4 2015Q1 201914
MA Private Wealth 14140.14%2.00%4.28%Q4 2018Q1 202214
CAPITAL INSIGHT PARTNERS, LLC 14140.30%1.13%2.07%Q2 2020Q3 202314
BANK OF NOVA SCOTIA 1010.00%0.05%0.12%Q1 2014Q3 202314
DONALDSON CAPITAL MANAGEMENT, LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
Roble, Belko & Company, Inc 1310.03%0.14%0.22%Q4 2017Q1 202214
Cedar Mountain Advisors, LLC 1130.00%0.10%1.37%Q1 2020Q3 202314
Spectrum Management Group, LLC 910.01%0.02%0.06%Q3 2014Q3 202114
FLC Capital Advisors 14140.27%2.30%5.60%Q1 2019Q2 202214
PRIO WEALTH LIMITED PARTNERSHIP 14140.03%0.06%0.10%Q2 2020Q3 202314
Apriem Advisors 1220.01%0.38%0.71%Q3 2014Q4 202214
SHUFRO ROSE & CO LLC 14140.02%0.31%0.74%Q2 2020Q3 202314
STABLEFORD CAPITAL II LLC 630.19%0.57%1.29%Q2 2017Q3 202114
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.01%Q1 2017Q2 202314
Beaumont Asset Management, L.L.C. 14145.54%7.62%8.92%Q4 2019Q1 202314
Schwab Charitable Fund 1310.02%0.16%0.71%Q2 2019Q1 202314
Strid Group, LLC 1310.10%0.27%0.44%Q4 2017Q3 202314
Johanson Financial Advisors, Inc. 14140.26%0.37%0.45%Q3 2018Q4 202114
J.W. COLE ADVISORS, INC. 810.08%0.16%0.20%Q4 2019Q3 202314
PETTYJOHN, WOOD & WHITE, INC 14140.21%1.82%3.11%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.06%0.09%Q4 2015Q1 201914
Nelson Capital Management, LLC 14140.08%0.72%1.69%Q4 2019Q1 202314
CWA Asset Management Group, LLC 1310.02%0.43%0.77%Q4 2019Q3 202314
McQueen, Ball & Associates Inc. 13130.56%0.89%1.10%Q4 2015Q4 201813
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 720.01%3.86%14.98%Q1 2017Q3 202313
Investors Capital Advisory Services 13130.09%0.26%0.99%Q2 2013Q2 201613
Fund Evaluation Group, LLC 760.00%2.73%16.81%Q2 2020Q3 202313
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 920.00%0.01%0.03%Q3 2016Q3 202313
GAM Holding AG 1030.47%0.91%1.34%Q1 2019Q1 202313
Parsec Financial Management, Inc. 13130.10%0.38%1.22%Q1 2020Q1 202313
YHB Investment Advisors, Inc. 13130.19%0.37%0.62%Q3 2020Q3 202313
Truehand, Inc 13130.04%0.06%0.08%Q4 2018Q4 202113
Pinkerton Retirement Specialists, LLC 13130.04%0.24%0.73%Q2 2020Q2 202313
Weaver Consulting Group 760.01%0.17%0.46%Q1 2019Q3 202313
Circle Wealth Management, LLC 13130.16%0.24%0.34%Q3 2019Q3 202213
New England Private Wealth Advisors LLC 13130.19%0.32%0.41%Q3 2020Q3 202313
LifePlan Financial Group, Inc 1120.02%0.07%0.12%Q3 2013Q3 202013
Winch Advisory Services, LLC 1120.03%0.16%0.30%Q2 2017Q3 202313
SVA Wealth Management, LLC 1010.04%0.16%0.71%Q4 2013Q4 201813
GeoWealth Management, LLC 1210.06%0.30%0.64%Q3 2019Q3 202313
BLUESTEIN R H & CO LLC 13130.02%0.09%0.14%Q3 2019Q3 202213
TORONTO DOMINION BANK 13130.00%0.05%0.44%Q3 2020Q3 202313
SCHNIEDERS CAPITAL MANAGEMENT LLC 13130.09%0.15%0.24%Q4 2019Q4 202213
COLONY GROUP LLC 850.01%0.10%0.33%Q1 2019Q3 202313
Barber Financial Group, Inc. 760.03%0.07%0.12%Q1 2017Q1 202313
Insight Wealth Partners, LLC 13130.14%3.15%8.56%Q3 2020Q3 202313
SADOFF INVESTMENT MANAGEMENT LLC 13130.02%0.04%0.06%Q3 2019Q3 202213
BAINCO INTERNATIONAL INVESTORS 1110.01%0.10%0.13%Q1 2017Q4 202013
Private Advisory Group LLC 1030.13%0.77%1.94%Q4 2016Q1 202213
NOMURA ASSET MANAGEMENT CO LTD 510.00%0.04%0.11%Q1 2016Q3 202313
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 13130.26%1.15%1.71%Q3 2020Q3 202313
US FINANCIAL ADVISORS, LLC 1210.02%3.17%4.37%Q2 2015Q3 202313
CGN Advisors LLC 13130.12%0.29%0.60%Q4 2020Q4 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.01%0.18%1.35%Q3 2020Q3 202313
SUMITOMO MITSUI FINANCIAL GROUP, INC. 13130.08%0.29%0.42%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.18%0.35%Q3 2020Q3 202313
Arcus Capital Partners, LLC 1210.01%0.11%0.15%Q4 2016Q4 202213
Berkshire Bank 13130.24%1.77%5.31%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.03%0.18%0.45%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.05%0.09%0.18%Q3 2020Q3 202313
Advisor OS, LLC 1210.13%0.90%2.00%Q2 2020Q3 202313
One Day In July LLC 13130.38%0.77%1.13%Q3 2020Q3 202313
Horan Securities, Inc. 710.00%0.01%0.03%Q3 2016Q2 202313
WFA of San Diego, LLC 1120.02%1.05%1.45%Q2 2020Q3 202313
Morningstar Investment Management LLC 1030.40%2.02%2.66%Q1 2020Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.01%Q2 2016Q2 201913
HORIZON FINANCIAL SERVICES, LLC 13130.09%3.66%5.68%Q3 2020Q3 202313
Affinity Capital Advisors, LLC 13130.19%0.88%2.15%Q3 2020Q3 202313
BAR HARBOR WEALTH MANAGEMENT 13130.02%0.16%0.42%Q3 2020Q3 202313
Renaissance Technologies 510.00%0.01%0.03%Q4 2017Q3 202313
Unison Advisors LLC 13130.11%1.38%2.35%Q3 2020Q3 202313
Hardy Reed LLC 13130.07%0.20%0.35%Q4 2018Q4 202113
Summit Global Investments 1110.06%0.12%0.64%Q4 2016Q3 202313
Sterling Investment Advisors, Ltd. 13130.01%0.02%0.03%Q2 2019Q2 202213
Ameraudi Asset Management, Inc. 13130.46%3.37%4.37%Q4 2019Q4 202213
Stonebridge Financial Planning Group, LLC 850.04%0.30%0.85%Q1 2020Q3 202313
Key FInancial Inc 1210.02%0.05%0.11%Q1 2020Q3 202313
Watchman Group, Inc. 13130.53%2.34%3.91%Q3 2020Q3 202313
Secure Asset Management, LLC 1210.09%0.34%0.69%Q2 2020Q3 202313
INGALLS & SNYDER LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Liquid Strategies, LLC 13131.11%11.44%15.84%Q3 2020Q3 202313
BOKF, NA 710.00%0.01%0.03%Q3 2017Q3 202313
Hubbell Strickland Wealth Management, LLC 13130.12%0.16%0.22%Q3 2019Q3 202213
Elmwood Wealth Management, Inc. 710.01%0.81%2.74%Q1 2018Q4 202113
RED CEDAR INVESTMENT MANAGEMENT, LLC 13130.14%0.59%1.62%Q3 2020Q3 202313
Arlington Partners LLC 13130.00%0.23%0.37%Q4 2019Q4 202213
Westchester Capital Management, Inc. 13130.04%0.06%0.16%Q3 2020Q3 202313
Hanson & Doremus Investment Management 1210.00%0.00%0.00%Q2 2019Q3 202213
Ashfield Capital Partners, LLC 13130.02%0.05%0.28%Q2 2013Q2 201613
FIRST AMERICAN TRUST, FSB 760.10%0.31%0.52%Q2 2020Q3 202313
Running Point Capital Advisors, LLC 12120.02%0.08%0.12%Q4 2020Q3 202312
Marshall Financial Group LLC 12122.76%4.14%5.44%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.88%1.10%1.48%Q4 2020Q3 202312
Liberty Capital Management, Inc. 660.00%0.25%0.66%Q3 2016Q1 202212
Octavia Wealth Advisors, LLC 12120.29%1.89%5.84%Q4 2020Q3 202312
LOGAN CAPITAL MANAGEMENT INC 1110.01%0.01%0.01%Q1 2020Q3 202312
Round Rock Advisors, LLC 12120.56%1.26%1.84%Q4 2020Q3 202312
Gemmer Asset Management LLC 1110.00%0.57%6.76%Q1 2014Q1 202212
SOA Wealth Advisors, LLC. 12120.09%0.11%0.15%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.12%0.25%0.38%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.19%0.47%0.90%Q4 2020Q3 202312
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 12120.01%0.72%1.04%Q4 2020Q3 202312
Wambolt & Associates, LLC 1010.08%0.14%0.22%Q4 2018Q1 202312
VSR Financial Services, Inc. 840.04%0.22%0.96%Q2 2013Q2 201612
BCK Partners, Inc. 121211.96%19.47%23.43%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.20%0.27%0.36%Q4 2020Q3 202312
Northeast Financial Group, Inc. 12120.50%0.99%1.47%Q4 2020Q3 202312
Graypoint LLC 12120.06%0.28%0.96%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.17%0.36%0.90%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12120.29%0.55%0.91%Q4 2020Q3 202312
ARBOR TRUST WEALTH ADVISORS, LLC 12120.15%2.10%3.05%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.93%1.86%2.58%Q4 2015Q3 201812
John W. Brooker & Co., CPAs 12120.04%0.81%4.88%Q4 2019Q3 202212
Argentus Capital Management, LLC 930.44%1.17%2.04%Q2 2013Q3 201612
Virtue Capital Management, LLC 1020.00%0.44%0.95%Q4 2017Q3 202312
ASSET PLANNING CORPORATION 12127.70%9.58%12.70%Q4 2020Q3 202312
DIMENSION CAPITAL MANAGEMENT LLC 1110.04%0.05%0.08%Q3 2020Q3 202312
Center For Asset Management LLC 12120.38%0.63%0.91%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.02%0.08%0.21%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.54%1.41%2.45%Q4 2020Q3 202312
IFC Holdings Incorporated/FL 1020.04%0.11%0.33%Q2 2013Q4 201712
LifeSteps Financial, Inc. 12120.17%0.23%0.31%Q4 2019Q3 202212
BELLEVUE ASSET MANAGEMENT, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Dorsey & Whitney Trust CO LLC 510.02%0.27%0.95%Q2 2013Q3 202212
Future Financial Wealth Managment LLC 12120.36%1.45%3.86%Q4 2020Q3 202312
DFPG INVESTMENTS, LLC 12120.08%1.89%3.97%Q2 2019Q1 202212
CADENCE BANK NA 12120.08%0.26%1.62%Q4 2019Q3 202212
Essex Financial Services, Inc. 1110.08%0.11%0.13%Q1 2018Q3 202312
M&R CAPITAL MANAGEMENT INC 930.00%0.01%0.01%Q2 2016Q4 202312
Copperleaf Capital, LLC 12120.86%1.33%1.96%Q4 2019Q3 202212
Orin Green Financial, LLC 12120.20%0.50%0.76%Q4 2020Q3 202312
BOSTON FAMILY OFFICE LLC 12120.56%0.74%1.06%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.40%4.90%10.19%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.17%0.60%1.14%Q4 2020Q3 202312
Linscomb & Williams, Inc. 12120.24%0.27%0.32%Q4 2020Q3 202312
KMG FIDUCIARY PARTNERS, LLC 12120.04%0.07%0.11%Q4 2019Q3 202212
WNY Asset Management, LLC 12120.09%0.87%2.12%Q4 2020Q3 202312
Bath Savings Trust Co 12123.54%4.15%4.78%Q4 2020Q3 202312
West Financial Advisors, LLC 12123.28%4.41%5.49%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12120.10%0.51%1.06%Q4 2020Q3 202312
MEEDER ASSET MANAGEMENT INC 12120.02%0.22%0.50%Q4 2019Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.28%0.36%0.74%Q4 2018Q3 202112
GREAT VALLEY ADVISOR GROUP, INC. 1020.03%1.05%2.87%Q1 2019Q3 202312
Tempus Wealth Planning, LLC 1020.13%0.21%0.36%Q4 2019Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.04%0.08%Q4 2018Q3 202112
Main Street Financial Solutions, LLC 12120.04%0.09%0.17%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.06%0.12%0.20%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.43%0.77%1.05%Q4 2020Q3 202312
Eagle Ridge Investment Management 12120.02%0.06%0.12%Q3 2020Q2 202312
SOLARIS ASSET MANAGEMENT LLC 12120.14%0.55%1.83%Q4 2015Q3 201812
BRANDYWINE OAK PRIVATE WEALTH LLC 1110.00%5.22%6.49%Q4 2018Q3 202312
Syverson Strege & Co 12120.25%0.50%0.78%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.43%0.75%1.10%Q4 2020Q3 202312
Phoenix Holdings Ltd. 1020.02%0.06%0.10%Q3 2019Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 840.04%0.10%0.21%Q3 2020Q3 202312
Intellectus Partners, LLC 610.00%0.10%0.27%Q2 2017Q3 202112
Summit Financial, LLC 12120.25%0.46%0.81%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12123.73%4.71%5.84%Q4 2020Q3 202312
CULLEN/FROST BANKERS, INC. 810.00%0.03%0.06%Q4 2019Q3 202312
Clear Creek Financial Management, LLC 720.03%0.06%0.12%Q2 2020Q3 202312
Tradition Wealth Management, LLC 12120.10%0.13%0.21%Q4 2020Q3 202312
Fullen Financial Group 12120.24%0.29%0.37%Q2 2020Q1 202312
MONTAG A & ASSOCIATES INC 12121.35%2.92%4.20%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.08%0.12%0.18%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.57%0.82%1.12%Q4 2020Q3 202312
STEEL GROVE CAPITAL ADVISORS, LLC 910.07%0.17%0.34%Q2 2013Q3 202312
FIRST FINANCIAL CORP /IN/ 810.00%0.02%0.06%Q2 2016Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.01%0.02%0.07%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.14%7.44%9.36%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.01%0.29%0.68%Q4 2018Q3 202112
MMA ASSET MANAGEMENT LLC 12122.49%6.20%10.38%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.80%2.05%3.19%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.03%0.20%1.29%Q4 2020Q3 202312
Accel Wealth Management 12120.01%0.06%0.16%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.60%0.80%0.98%Q4 2020Q3 202312
Pure Financial Advisors, LLC 1110.02%0.15%0.32%Q4 2018Q4 202312
Personal Capital Advisors Corp 910.00%0.00%0.01%Q1 2019Q4 202212
Journey Advisory Group, LLC 12120.03%0.36%0.61%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.28%0.43%0.70%Q4 2020Q3 202312
Foster Group, Inc. 12120.01%0.02%0.05%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.03%Q2 2013Q1 201612
Birchcreek Wealth Management, LLC 12124.30%5.90%7.11%Q4 2020Q3 202312
Simplicity Solutions, LLC 610.01%0.12%0.26%Q4 2015Q2 202311
Sterling Financial Planning, Inc. 11110.02%0.19%0.38%Q1 2021Q3 202311
CHEMICAL BANK 11111.14%1.23%1.31%Q4 2016Q2 201911
Bruderman Asset Management, LLC 410.00%0.02%0.03%Q1 2015Q4 201811
Glassman Wealth Services 11110.03%0.03%0.05%Q1 2020Q3 202211
Grandview Asset Management LLC 910.13%0.55%2.34%Q1 2020Q3 202311
Clearview Wealth Advisors LLC 11110.04%0.35%0.79%Q4 2020Q2 202311
Winfield Associates, Inc. 11110.19%0.96%1.34%Q3 2019Q1 202211
Nachman Norwood & Parrott, Inc 11110.06%0.74%2.08%Q4 2018Q2 202111
GSB Wealth Management, LLC 11110.07%2.93%7.57%Q1 2021Q3 202311
SOUNDMARK WEALTH MANAGEMENT, LLC 920.77%2.87%6.20%Q4 2020Q3 202311
Alpha Omega Wealth Management LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
WBI INVESTMENTS, LLC 310.05%1.68%6.35%Q2 2013Q3 202311
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 11110.66%10.74%13.28%Q2 2013Q4 201511
Beaumont Financial Partners, LLC 830.02%0.04%0.10%Q2 2018Q3 202211
Tri-Star Advisors Inc. 11110.23%0.30%0.51%Q2 2020Q4 202211
QUEST CAPITAL MANAGEMENT INC /ADV 830.05%0.11%0.25%Q1 2019Q4 202111
MACROVIEW INVESTMENT MANAGEMENT LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
TrueWealth Advisors, LLC 11110.12%2.68%6.39%Q4 2020Q2 202311
American Financial Advisors, LLC 11110.11%3.85%7.56%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.01%0.02%Q4 2020Q3 202311
IBEX WEALTH ADVISORS 610.01%0.30%0.88%Q3 2016Q4 202211
Capstone Triton Financial Group, LLC 740.31%0.77%1.53%Q4 2020Q3 202311
FIRST MERCANTILE TRUST CO 11110.33%1.38%2.70%Q1 2019Q3 202111
OPPENHEIMER ASSET MANAGEMENT INC. 740.00%0.16%0.24%Q1 2017Q1 202011
Efficient Advisors, LLC 830.95%2.04%2.80%Q4 2020Q3 202311
CURIAN CAPITAL LLC 11110.10%0.45%0.93%Q2 2013Q4 201511
TFG Advisers LLC 11110.11%0.13%0.17%Q4 2019Q2 202211
Ramsay, Stattman, Vela & Price, Inc. 11110.63%1.51%2.97%Q1 2021Q3 202311
Forward Management, LLC 11110.24%0.37%0.58%Q2 2013Q4 201511
Financial Advisors Network, Inc. 510.35%1.65%3.34%Q4 2016Q4 201911
Narus Financial Partners, LLC 740.52%1.00%1.49%Q4 2016Q3 202311
Taylor, Cottrill LLC 11111.04%1.26%1.51%Q2 2013Q4 201511
Capital Wealth Alliance, LLC 710.12%0.41%0.80%Q4 2019Q1 202311
Strategic Investment Advisors / MI 11110.10%0.18%0.30%Q4 2019Q2 202211
Stratos Wealth Advisors, LLC 1010.02%0.30%0.53%Q4 2020Q3 202311
NWK Group, Inc. 11110.16%4.89%8.73%Q4 2019Q2 202211
Beacon Pointe Advisors, LLC 11110.02%0.08%0.17%Q1 2021Q3 202311
Verdence Capital Advisors LLC 11110.27%0.38%0.48%Q1 2021Q3 202311
Retirement Planning Group, LLC 11110.09%5.04%9.21%Q3 2013Q1 201611
EXCALIBUR MANAGEMENT CORP 11110.14%1.49%2.78%Q3 2020Q1 202311
Golden State Wealth Management, LLC 710.02%0.09%0.17%Q1 2019Q1 202211
VICTORY CAPITAL MANAGEMENT INC 1010.00%0.02%0.04%Q4 2014Q3 202311
Avidian Wealth Solutions, LLC 910.02%0.08%0.28%Q3 2016Q3 202311
EVOKE WEALTH, LLC 11110.00%0.02%0.05%Q2 2020Q4 202211
Prime Capital Investment Advisors, LLC 510.00%0.01%0.03%Q2 2018Q3 202311
BRIGHTON JONES LLC 710.01%0.02%0.04%Q2 2019Q3 202311
Q3 Asset Management 410.11%0.93%2.43%Q3 2018Q3 202311
Sierra Capital LLC 11110.04%0.04%0.05%Q1 2021Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.94%1.58%2.22%Q1 2021Q3 202311
Alaethes Wealth LLC 11115.14%6.27%7.60%Q1 2021Q3 202311
Spire Wealth Management 11110.10%0.14%0.18%Q1 2021Q3 202311
Applied Capital LLC 11110.90%4.09%7.00%Q1 2021Q3 202311
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1010.13%0.16%0.19%Q4 2020Q3 202311
Marcum Wealth, LLC 11110.02%0.05%0.10%Q1 2021Q3 202311
Kowal Investment Group, LLC 11110.12%0.29%0.52%Q1 2021Q3 202311
Orion Capital Management LLC 1010.01%3.17%6.46%Q4 2020Q3 202311
BERKSHIRE ASSET MANAGEMENT LLC/PA 1010.02%0.03%0.03%Q4 2016Q3 201911
PRINCIPAL FINANCIAL GROUP INC 11110.00%0.01%0.01%Q1 2021Q3 202311
Chesapeake Wealth Management 10101.03%3.01%4.07%Q2 2021Q3 202310
OLD MISSION CAPITAL LLC 410.02%0.43%1.67%Q4 2017Q3 202310
ROWLAND CARMICHAEL ADVISORS INC /ADV 910.01%0.04%0.22%Q4 2017Q4 202010
Betterment LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Legal Advantage Investments, Inc. 10100.51%1.26%1.98%Q4 2020Q1 202310
Capital Directions Investment Advisors, LLC 410.01%0.22%0.45%Q2 2017Q4 202210
FIRST INTERSTATE BANK 10100.16%5.75%12.12%Q2 2021Q3 202310
Risk Paradigm Group, LLC 10100.70%2.18%5.87%Q3 2016Q4 201810
Providence Capital Advisors, LLC 510.00%0.02%0.05%Q4 2017Q3 202210
Equinox Fund Management LLC 101026.94%29.21%29.61%Q2 2013Q3 201510
MCKINLEY CAPITAL MANAGEMENT LLC 10100.02%0.06%0.10%Q2 2021Q3 202310
TRUE Private Wealth Advisors 10100.00%0.11%0.49%Q3 2018Q4 202010
Truvestments Capital LLC 550.00%0.02%0.02%Q4 2020Q2 202310
Conservest Capital Advisors, Inc. 10100.03%3.61%6.62%Q2 2020Q3 202210
NORTHWEST INVESTMENT COUNSELORS, LLC 610.04%0.10%0.14%Q2 2016Q1 202010
BARD ASSOCIATES INC 10100.08%0.09%0.11%Q2 2021Q3 202310
CFO4Life Group, LLC 610.05%0.16%0.23%Q3 2017Q3 202310
TPG Financial Advisors, LLC 10100.17%0.40%0.90%Q4 2018Q1 202110
High Pines Wealth Management, LLC 10102.70%4.03%6.49%Q2 2021Q3 202310
Visionary Wealth Advisors 10100.19%0.79%1.42%Q2 2020Q3 202210
Orgel Wealth Management, LLC 910.22%0.39%0.64%Q4 2015Q2 202210
NewSquare Capital LLC 730.00%0.00%0.01%Q4 2018Q3 202210
Atlas Private Wealth Advisors 10100.01%0.56%3.25%Q2 2020Q3 202210
BROOKS, MOORE & ASSOCIATES, INC. 10100.20%0.49%0.70%Q3 2019Q4 202110
SG Americas Securities, LLC 610.01%0.03%0.23%Q1 2016Q3 202310
Hammer Asset Management, LLC 10101.28%2.45%5.47%Q3 2018Q4 202010
ECLECTIC ASSOCIATES INC /ADV 730.10%0.85%3.21%Q4 2020Q2 202310
CHEMUNG CANAL TRUST CO 10100.05%0.10%0.16%Q4 2020Q1 202310
Shilanski & Associates, Inc. 910.09%1.79%2.31%Q2 2020Q1 202310
Lloyd Advisory Services, LLC. 820.00%0.41%1.05%Q2 2020Q4 202210
HighMark Wealth Management LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Uncommon Cents Investing LLC 10100.18%0.21%0.23%Q2 2021Q3 202310
SPINNAKER TRUST 640.03%1.38%2.87%Q1 2016Q3 202310
Antonetti Capital Management LLC 910.02%0.04%0.09%Q2 2010Q3 202310
Heritage Wealth Advisors 10100.00%0.00%0.00%Q4 2020Q1 202310
MATRIX PRIVATE CAPITAL GROUP LLC 10100.19%0.33%0.57%Q4 2019Q1 202210
Twin Lakes Capital Management, LLC 550.01%0.01%0.02%Q1 2021Q3 202310
Smith & Howard Wealth Management, LLC 730.01%0.29%0.91%Q2 2013Q2 201710
BRINKER CAPITAL INC 10100.07%0.15%0.48%Q1 2018Q2 202010
Tactical Allocation Group LLC 10101.54%8.78%14.30%Q1 2014Q2 201610
Legacy Bridge, LLC 10100.14%0.44%0.82%Q4 2019Q1 202210
Asset Allocation & Management Company, LLC 10101.30%1.59%2.13%Q2 2021Q3 202310
Efficient Market Advisors, LLC 10100.05%0.16%0.40%Q4 2014Q1 201710
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.05%0.11%0.26%Q2 2021Q3 202310
Wealthspire Advisors, LLC 710.00%0.01%0.03%Q4 2018Q3 202310
CITY NATIONAL BANK 10100.09%0.13%0.14%Q2 2013Q3 201510
Zurich Insurance Group Ltd/FI 10100.15%0.44%0.60%Q2 2021Q3 202310
RPg Family Wealth Advisory, LLC 510.02%0.29%1.43%Q4 2015Q1 202010
Fortress Wealth Group, LLC 10100.49%0.91%1.69%Q2 2021Q3 202310
PSI Advisors, LLC 910.00%0.00%0.01%Q4 2019Q3 202310
Burleson & Company, LLC 10100.07%0.28%0.58%Q3 2020Q4 202210
Rappaport Reiches Capital Management, LLC 10101.08%12.73%20.53%Q2 2021Q3 202310
Balentine LLC 910.00%0.00%0.00%Q1 2020Q3 202210
Plante Moran Financial Advisors, LLC 310.00%0.04%0.20%Q4 2014Q3 202310
American Money Management, LLC 10106.70%8.11%9.77%Q2 2021Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.01%0.01%0.01%Q2 2021Q3 202310
Verition Fund Management LLC 510.01%0.17%0.50%Q4 2018Q3 202310
Westside Investment Management, Inc. 820.00%0.01%0.02%Q2 2018Q2 202310
WESTPORT RESOURCES MANAGEMENT INC 10100.12%0.34%0.46%Q2 2014Q3 201610
ZWJ INVESTMENT COUNSEL INC 10100.02%0.04%0.05%Q2 2021Q3 202310
SigFig Wealth Management, LLC 10101.34%1.64%1.93%Q3 2018Q4 202010
East Coast Asset Management, LLC. 550.11%0.35%0.77%Q4 2012Q2 201510
HARBOUR INVESTMENTS, INC. 640.03%0.21%0.65%Q1 2021Q3 202310
LBMC INVESTMENT ADVISORS, LLC 910.02%0.20%0.42%Q2 2020Q4 202210
SAGE RHINO CAPITAL LLC 10100.07%0.28%0.60%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Community Bank of Raymore 730.11%0.15%0.19%Q1 2021Q3 202310
AEGON USA Investment Management, LLC 10100.14%0.24%0.36%Q2 2021Q3 202310
Baldwin Investment Management, LLC 730.04%0.14%0.45%Q1 2014Q1 202210
HARVEST VOLATILITY MANAGEMENT LLC 820.01%2.38%22.89%Q4 2020Q3 202310
HBK Sorce Advisory LLC 910.01%0.04%0.13%Q1 2018Q1 202310
Reynders McVeigh Capital Management, LLC 10100.55%0.74%1.04%Q2 2013Q3 201510
Seven Post Investment Office LP 990.54%0.87%1.70%Q1 2020Q1 20229
Corbenic Partners LLC 810.00%0.35%1.18%Q4 2014Q4 20219
Meiji Yasuda Life Insurance Co 9913.52%18.31%21.06%Q2 2020Q2 20229
Lee Financial Co 630.01%0.05%0.07%Q1 2018Q2 20239
Integrated Wealth Management 990.03%0.18%0.68%Q1 2015Q1 20179
BLB&B Advisors, LLC 720.02%0.03%0.03%Q4 2017Q2 20229
Highmount Capital, LLC 990.33%0.86%1.04%Q2 2013Q2 20159
Vontobel Swiss Wealth Advisors AG 990.33%0.61%0.92%Q2 2019Q2 20219
Harrington Investments, INC 990.13%0.15%0.17%Q3 2021Q3 20239
CFM WEALTH PARTNERS LLC 990.12%0.15%0.18%Q3 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.05%0.20%0.34%Q3 2021Q3 20239
CIBC Private Wealth Group, LLC 310.00%0.00%0.01%Q1 2016Q3 20239
CONNING INC. 990.16%0.35%0.56%Q2 2021Q2 20239
Spectrum Asset Management, Inc. (NB/CA) 990.80%6.12%8.66%Q2 2020Q2 20229
JACOBSON & SCHMITT ADVISORS, LLC 810.08%0.21%0.27%Q4 2014Q3 20239
NVWM, LLC 990.00%0.06%0.12%Q3 2021Q3 20239
Global Financial Private Capital, Inc 540.01%0.15%0.24%Q3 2017Q2 20209
TOMPKINS FINANCIAL CORP 410.00%0.00%0.01%Q4 2013Q4 20239
Roberts Wealth Advisors, LLC 991.87%3.35%4.34%Q3 2021Q3 20239
West Branch Capital LLC 810.00%0.47%4.15%Q1 2018Q3 20239
Lumature Wealth Partners, LLC 990.01%0.41%0.68%Q4 2020Q4 20229
Eagle Bay Advisors LLC 991.36%1.65%2.34%Q3 2021Q3 20239
ATWOOD & PALMER INC 540.01%0.60%1.61%Q1 2016Q3 20239
American Family Insurance Mutual Holding Co 996.97%13.08%21.54%Q3 2021Q3 20239
Laird Norton Wetherby Wealth Management, LLC 410.01%0.02%0.03%Q4 2020Q3 20239
Ten Capital Wealth Advisors, LLC 990.01%0.03%0.04%Q1 2021Q1 20239
1834 INVESTMENT ADVISORS CO 720.00%1.40%3.23%Q4 2017Q3 20239
Bromfield Sneider Wealth Advisors 991.06%6.86%11.18%Q4 2021Q4 20239
Agate Pass Investment Management, LLC 991.44%2.27%2.64%Q4 2021Q4 20239
MANAGED ACCOUNT ADVISORS LLC 990.06%0.09%0.11%Q2 2013Q2 20159
Essex Private Wealth Management, LLC 993.44%4.77%5.82%Q4 2019Q4 20219
Almanack Investment Partners, LLC. 540.02%0.11%0.38%Q4 2016Q1 20229
Virtu KCG Holdings LLC 510.00%0.04%0.11%Q3 2013Q4 20169
First National Bank of South Miami 990.08%0.09%0.11%Q2 2021Q2 20239
Walkner Condon Financial Advisors LLC 990.16%0.47%0.69%Q3 2021Q3 20239
OIKOS HOLDINGS LLC 992.76%3.73%7.41%Q3 2021Q3 20239
Bernardo Wealth Planning LLC 990.09%0.16%0.22%Q4 2018Q4 20209
Endurance Wealth Management, Inc. 990.00%0.01%0.03%Q2 2021Q2 20239
Friedenthal Financial 630.57%5.72%18.11%Q4 2015Q3 20239
LEO BROKERAGE, LLC 520.10%0.21%0.58%Q3 2020Q2 20239
Edge Wealth Management LLC 420.00%1.19%3.31%Q3 2017Q4 20229
FIDELIS iM, LLC 995.65%7.75%9.23%Q3 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.13%1.27%2.30%Q3 2021Q3 20239
Northeast Financial Consultants Inc 990.08%0.10%0.11%Q2 2016Q2 20189
Herold Advisors, Inc. 990.08%0.15%0.22%Q3 2021Q3 20239
Apollon Wealth Management, LLC 810.02%0.04%0.07%Q2 2020Q3 20239
Bridgewater Advisors Inc. 630.08%0.48%1.15%Q4 2013Q2 20229
Essex LLC 990.59%4.39%9.30%Q3 2021Q3 20239
Whelan Financial 998.58%10.27%11.78%Q3 2021Q3 20239
Glenview Trust Co 630.01%0.05%0.22%Q2 2021Q3 20239
EMERSON INVESTMENT MANAGEMENT, LLC 990.56%0.96%1.33%Q1 2014Q1 20169
Bison Wealth, LLC 810.01%0.08%0.15%Q4 2019Q1 20229
VAN STRUM & TOWNE INC. 995.88%6.39%6.82%Q3 2021Q3 20239
Capital Group Private Client Services, Inc. 990.03%0.12%0.15%Q3 2021Q3 20239
PITTENGER & ANDERSON INC 540.00%0.14%0.45%Q4 2014Q3 20239
Salient Capital Advisors, LLC 810.00%0.01%0.03%Q2 2013Q2 20179
Vishria Bird Financial Group, LLC 990.17%6.46%22.35%Q2 2020Q2 20229
Founders Financial Alliance, LLC 810.02%0.03%0.03%Q3 2020Q2 20239
Worth Venture Partners, LLC 990.77%2.19%2.90%Q4 2016Q4 20189
Vontobel Holding Ltd. 990.01%0.01%0.02%Q3 2021Q3 20239
Cherry Creek Investment Advisors, Inc. 540.16%0.27%0.46%Q2 2021Q3 20239
Financial Management Professionals, Inc. 810.00%0.01%0.05%Q2 2019Q3 20239
Windsor Financial Group, LLC 992.45%3.52%4.25%Q2 2015Q2 20179
TRUST CO OF VERMONT 510.00%0.00%0.01%Q3 2016Q2 20239
Matrix Trust Co 994.83%5.36%6.14%Q3 2021Q3 20239
MISSION WEALTH MANAGEMENT, LP 810.03%0.04%0.06%Q3 2018Q3 20229
Gilbert & Cook, Inc. 720.04%0.07%0.09%Q1 2017Q2 20219
MFA WEALTH ADVISORS, LLC 990.09%1.96%10.65%Q1 2020Q1 20229
TSFG, LLC 720.00%0.01%0.02%Q1 2019Q4 20229
Stephens Consulting, LLC 880.06%0.23%0.48%Q4 2021Q3 20238
Chandler Asset Management, Inc. 880.29%0.34%0.43%Q4 2021Q3 20238
SVB WEALTH LLC 510.00%0.01%0.02%Q4 2019Q3 20238
Wedmont Private Capital 880.12%0.46%0.96%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.59%2.31%3.49%Q4 2021Q3 20238
Waverly Advisors, LLC 510.00%0.06%0.14%Q4 2013Q3 20238
Planned Solutions, Inc. 440.26%0.32%0.38%Q3 2020Q3 20228
McClarren Financial Advisors, Inc. 620.02%0.02%0.03%Q4 2020Q1 20238
Rise Advisors, LLC 880.04%0.09%0.16%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.78%0.86%0.99%Q4 2021Q3 20238
Compass Financial Group, Inc. 442.32%5.42%8.74%Q4 2015Q3 20238
Manhattan West Asset Management, LLC 880.23%0.40%0.51%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.09%0.15%0.20%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 880.21%0.34%0.47%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.02%Q2 2013Q1 20158
Altium Wealth Management LLC 880.03%0.05%0.07%Q3 2018Q2 20208
GHP Investment Advisors, Inc. 710.00%0.01%0.02%Q4 2020Q2 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.02%0.05%Q4 2021Q3 20238
Orcam Financial Group 881.24%2.07%4.53%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.08%0.24%0.69%Q1 2020Q4 20218
Global Wealth Management Investment Advisory, Inc. 880.00%0.00%0.01%Q2 2019Q1 20218
Praetorian Wealth Management, Inc. 620.09%0.18%0.27%Q2 2020Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.13%Q4 2021Q3 20238
Anson Capital, Inc. 880.76%1.31%1.84%Q4 2021Q3 20238
First Capital Advisors Group, LLC. 880.21%1.69%2.57%Q1 2017Q4 20188
BT Wealth Management LLC 510.09%0.13%0.20%Q4 2018Q2 20228
MAS Advisors LLC 881.50%2.29%3.17%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 881.10%2.23%3.83%Q4 2021Q3 20238
Level Financial Advisors 884.02%4.86%5.79%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.06%0.12%Q4 2020Q1 20238
Silver Oak Advisory Group, Inc. 880.15%0.16%0.18%Q4 2021Q3 20238
Bank of New Hampshire 880.07%0.16%0.19%Q4 2021Q3 20238
MONTGOMERY INVESTMENT MANAGEMENT INC 880.08%0.11%0.15%Q1 2020Q4 20218
Foundations Investment Advisors, LLC 620.01%0.09%0.25%Q2 2021Q3 20238
IPG Investment Advisors LLC 710.07%0.10%0.17%Q1 2015Q1 20198
BAIRD ROBERT W & CO INC /WI/ 880.11%0.25%0.47%Q2 2013Q1 20158
American Institute for Advanced Investment Management, LLP 880.18%0.21%0.26%Q1 2020Q4 20218
Faithward Advisors, LLC 880.00%0.01%0.03%Q3 2021Q2 20238
WEALTH EFFECTS LLC 880.11%0.30%0.53%Q4 2021Q3 20238
First Heartland Consultants, Inc. 880.03%0.12%0.17%Q2 2016Q1 20188
JMAC ENTERPRISES LLC 880.48%0.58%0.66%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.13%0.17%0.24%Q4 2021Q3 20238
RMR Wealth Builders 881.59%3.46%4.56%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.26%0.56%0.80%Q4 2021Q3 20238
Darrow Company, Inc. 880.50%0.75%1.62%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
Stone Point Wealth LLC 880.90%1.26%1.65%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.03%0.07%0.13%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 880.27%2.93%4.57%Q4 2021Q3 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.01%0.02%0.10%Q1 2021Q3 20238
Point72 Asset Management, L.P. 880.06%0.09%0.19%Q1 2020Q4 20218
Insight Inv LLC 882.31%3.06%3.86%Q4 2021Q3 20238
New Millennium Group LLC 880.04%0.18%0.32%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.41%0.74%1.48%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.01%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.65%1.00%1.30%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.34%0.41%0.48%Q4 2021Q3 20238
Bluefin Trading, LLC 310.02%0.20%0.60%Q3 2013Q4 20178
TILIA FIDUCIARY PARTNERS, INC. 880.49%0.75%0.96%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.15%0.32%0.55%Q4 2021Q3 20238
Ignite Planners, LLC 880.13%0.51%0.86%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.34%1.15%1.88%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 882.19%3.40%5.15%Q4 2021Q3 20238
Moors & Cabot, Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
Axiom Advisory, LLC 881.28%1.54%1.85%Q4 2021Q3 20238
REDMONT WEALTH ADVISORS LLC 882.29%4.60%6.85%Q4 2021Q3 20238
City State Bank 880.14%0.17%0.23%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.13%0.18%0.22%Q4 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 510.38%1.12%3.52%Q4 2019Q3 20238
Spinnaker Investment Group, LLC 880.07%0.07%0.08%Q4 2021Q3 20238
WASHINGTON CAPITAL MANAGEMENT, INC 530.22%0.77%1.28%Q2 2014Q3 20238
Bogart Wealth, LLC 610.00%0.00%0.01%Q1 2021Q3 20238
Marion Wealth Management 880.11%3.75%7.80%Q4 2021Q3 20238
Byrne Asset Management LLC 880.03%0.70%2.10%Q4 2021Q3 20238
Intergy Private Wealth, LLC 881.16%1.41%1.93%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 880.22%1.23%3.59%Q4 2021Q3 20238
Capasso Planning Partners LLC 883.08%4.40%6.17%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.20%0.38%0.49%Q4 2021Q3 20238
Wellington Shields & Co., LLC 410.02%0.10%0.14%Q4 2017Q3 20228
MARYLAND CAPITAL ADVISORS INC. 880.00%1.65%13.09%Q4 2021Q3 20238
McDonough Capital Management, Inc 884.66%5.32%6.39%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.01%0.04%Q4 2020Q4 20228
Rainsberger Wealth Advisors, Inc. 882.86%3.43%4.10%Q4 2021Q3 20238
UBP Investment Advisors SA 880.10%0.11%0.13%Q4 2020Q3 20228
Resurgent Financial Advisors LLC 880.04%0.32%0.54%Q4 2021Q3 20238
Merrion Investment Management Co, LLC 880.20%0.47%0.66%Q4 2020Q3 20228
Zhang Financial LLC 710.07%0.50%0.98%Q4 2020Q3 20238
San Luis Wealth Advisors LLC 710.09%2.18%3.22%Q4 2020Q1 20238
Bank of Kentucky, Inc. 880.03%0.03%0.04%Q2 2013Q1 20158
CALIBER WEALTH MANAGEMENT, LLC 880.17%0.92%1.90%Q4 2020Q3 20228
Rock Creek Group, LP 880.16%0.39%0.65%Q1 2021Q4 20228
Greenspring Advisors, LLC 880.18%0.26%0.38%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.75%1.10%1.67%Q4 2021Q3 20238
Powers Advisory Group, LLC 883.62%3.78%4.20%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
Rathbones Group PLC 880.01%0.02%0.02%Q4 2021Q3 20238
Insight Advisors, LLC/ PA 880.07%0.08%0.10%Q4 2020Q3 20228
Warwick Investment Management, Inc. 880.42%0.65%0.83%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 881.88%7.41%13.82%Q4 2021Q3 20238
Wealthstreet Investment Advisors, LLC 610.02%0.05%0.07%Q4 2017Q1 20218
HARBOR INVESTMENT ADVISORY, LLC 610.00%0.00%0.01%Q4 2019Q3 20238
Grand Central Investment Group 883.02%3.87%5.12%Q4 2020Q3 20228
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.02%0.05%Q4 2017Q3 20198
Bares Capital Management 880.07%0.09%0.13%Q1 2013Q4 20148
CAMBRIDGE TRUST CO 880.02%0.02%0.03%Q4 2021Q3 20238
Banque Cantonale Vaudoise 880.01%0.01%0.01%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 880.12%0.22%0.36%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 882.99%3.43%3.98%Q4 2017Q3 20198
INVESTMENT CENTERS OF AMERICA INC 510.03%0.11%0.18%Q2 2013Q3 20178
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.02%0.04%Q4 2020Q3 20228
Rockwood Wealth Management, LLC 880.11%1.54%2.38%Q4 2021Q3 20238
GPS Wealth Strategies Group, LLC 620.01%0.02%0.02%Q2 2021Q2 20238
Titus Wealth Management 880.18%0.23%0.32%Q3 2020Q2 20228
Charles Schwab Trust Co 710.05%0.08%0.10%Q4 2019Q3 20238
LOWE BROCKENBROUGH & CO INC 710.13%0.21%0.31%Q3 2021Q3 20238
Washington Trust Advisors, Inc. 880.19%1.03%1.96%Q4 2021Q3 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 710.00%0.11%0.25%Q2 2016Q4 20228
Wela Strategies, Inc. 710.15%6.72%9.58%Q3 2017Q4 20198
Pine Haven Investment Counsel, Inc 880.85%0.92%1.02%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 881.50%1.89%2.78%Q4 2021Q3 20238
Hayden Royal, LLC 410.29%0.55%1.07%Q1 2019Q4 20218
Schiavi & Co LLC 880.16%0.21%0.26%Q1 2021Q4 20228
Ameritas Advisory Services, LLC 880.12%0.17%0.25%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.09%0.13%0.22%Q4 2021Q3 20238
Helen Stephens Group, LLC 883.47%4.71%7.24%Q4 2021Q3 20238
CMH Wealth Management LLC 440.32%5.38%11.75%Q3 2017Q3 20228
Private Wealth Advisors, LLC 880.06%0.11%0.16%Q3 2019Q2 20218
TAGStone Capital, Inc. 880.48%2.24%3.49%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.04%0.05%Q4 2021Q3 20238
UMB Bank, n.a. 880.02%0.02%0.02%Q4 2021Q3 20238
ShankerValleau Wealth Advisors, Inc. 889.90%10.67%11.40%Q4 2021Q3 20238
Martin Capital Advisors, LLP 881.61%2.21%3.36%Q4 2021Q3 20238
SILVERHAWK ASSET MANAGEMENT, LLC 774.02%6.69%7.80%Q4 2021Q2 20237
COUNTRY CLUB BANK /GFN 770.62%0.90%0.99%Q1 2022Q3 20237
COHEN & STEERS, INC. 410.00%0.03%0.19%Q4 2020Q3 20237
Alta Wealth Advisors LLC 771.98%2.17%2.36%Q1 2022Q3 20237
Oak Harvest Investment Services 770.08%0.10%0.13%Q1 2021Q3 20227
Baron Financial Group, LLC 770.01%0.02%0.06%Q3 2020Q1 20227
NORTHSTAR INVESTMENT ADVISORS LLC 770.05%0.06%0.08%Q2 2013Q4 20147
HOLDERNESS INVESTMENTS CO 770.57%0.79%1.00%Q2 2020Q4 20217
20/20 Capital Management, Inc. 770.17%0.25%0.36%Q4 2019Q2 20217
First Allied Asset Management, Inc. 610.25%0.94%1.53%Q2 2013Q1 20157
INR ADVISORY SERVICES LLC 770.00%0.07%0.16%Q2 2013Q4 20147
Roof Advisory Group, Inc. 776.51%11.08%16.49%Q4 2017Q2 20197
Seneca House Advisors 310.15%1.61%3.97%Q4 2017Q4 20207
Investments & Financial Planning, LLC 433.32%4.18%5.14%Q4 2021Q3 20237
Delek Group, Ltd. 770.01%0.02%0.04%Q4 2017Q2 20197
BROWN ADVISORY INC 770.00%0.00%0.01%Q1 2022Q3 20237
Moloney Securities Asset Management, LLC 430.09%0.12%0.16%Q1 2017Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
AVAII WEALTH MANAGEMENT, LLC 770.30%0.62%0.80%Q1 2022Q3 20237
Financial Engines Advisors L.L.C. 610.00%0.52%0.66%Q1 2018Q3 20237
CRA Financial Services, LLC 770.10%0.15%0.23%Q1 2021Q3 20227
UG Investment Advisers Ltd. 430.18%4.62%12.20%Q4 2020Q3 20237
Rockbridge Investment Management, LCC 776.00%6.18%6.42%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.02%0.05%Q1 2021Q4 20227
TCF National Bank 771.20%1.32%1.57%Q3 2019Q1 20217
Northwest Quadrant Wealth Management, LLC 773.45%3.99%5.36%Q4 2016Q2 20187
Farmers & Merchants Trust Co of Chambersburg PA 770.04%0.05%0.08%Q1 2022Q3 20237
People's United Financial, Inc. 520.00%0.03%0.05%Q1 2017Q1 20227
Janney Capital Management LLC 771.54%2.07%2.45%Q1 2017Q3 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.45%0.71%0.91%Q2 2013Q4 20147
WT Wealth Management 770.47%1.68%2.24%Q3 2020Q1 20227
Wescott Financial Advisory Group, LLC 773.12%4.05%4.84%Q1 2022Q3 20237
NICOLET ADVISORY SERVICES, LLC 610.03%0.05%0.07%Q1 2019Q4 20227
Employees' Retirement Fund of the City of Fort Worth 773.47%4.69%6.19%Q1 2022Q3 20237
PRIVATE CAPITAL MANAGEMENT LLC 770.18%0.36%0.67%Q4 2020Q2 20227
Evolution Advisers, Inc. 770.00%0.17%0.44%Q1 2022Q3 20237
Granite Investment Partners, LLC 520.00%0.00%0.00%Q2 2018Q1 20207
First City Capital Management, Inc. 410.03%0.04%0.06%Q1 2014Q1 20167
U.S. Capital Wealth Advisors, LLC 770.01%0.05%0.08%Q3 2021Q1 20237
Leeward Financial Partners, LLC 770.51%1.65%1.95%Q4 2021Q2 20237
Thrive Capital Management, LLC 770.26%0.43%0.65%Q1 2022Q3 20237
CLEAR INVESTMENT RESEARCH, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Vise Technologies, Inc. 771.30%2.11%2.76%Q1 2022Q3 20237
Prostatis Group LLC 610.08%0.42%0.67%Q1 2021Q2 20237
Fusion Investment Group, LLC 770.26%0.51%1.68%Q4 2013Q2 20157
Charles Schwab Investment Advisory, Inc. 410.00%0.00%0.00%Q1 2021Q2 20237
Glacier Peak Capital LLC 771.27%2.64%3.77%Q1 2018Q3 20197
Allegis Investment Advisors, LLC 770.09%0.14%0.24%Q3 2016Q1 20187
MADISON WEALTH MANAGEMENT 520.04%0.05%0.06%Q2 2021Q1 20237
Tyler-Stone Wealth Management 520.04%0.06%0.08%Q4 2021Q3 20237
HORIZON BANCORP INC /IN/ 430.02%0.03%0.03%Q4 2019Q3 20237
SteelPeak Wealth, LLC 770.03%0.08%0.13%Q2 2020Q4 20217
Bell Bank 771.62%1.85%2.25%Q3 2021Q1 20237
Ballentine Partners, LLC 770.05%0.06%0.07%Q2 2017Q4 20187
Westbourne Investment Advisors, Inc. 510.08%0.28%0.43%Q2 2016Q3 20187
All Season Financial Advisors, Inc. 770.28%1.45%3.20%Q1 2022Q3 20237
Johnson Bixby & Associates, LLC 610.08%3.55%5.83%Q4 2020Q3 20237
SHEPHERD KAPLAN KROCHUK, LLC 770.40%0.44%0.52%Q2 2020Q4 20217
Security Financial Services, INC. 770.11%0.26%0.40%Q1 2022Q3 20237
O'ROURKE & COMPANY, Inc 770.16%0.26%0.32%Q4 2021Q2 20237
Cassady Schiller Wealth Management, LLC 610.61%1.34%3.46%Q4 2021Q3 20237
Aspire Wealth Management Corp 770.07%0.12%0.17%Q4 2021Q2 20237
Telos Capital Management, Inc. 770.25%0.42%0.71%Q1 2022Q3 20237
LVW Advisors, LLC 320.04%0.20%0.47%Q1 2015Q1 20237
PDS Planning, Inc 770.05%0.08%0.12%Q1 2022Q3 20237
Echo Wealth Management, LLC 770.26%0.33%0.43%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.12%0.18%0.22%Q1 2022Q3 20237
Placemark Investments, Inc. 770.02%0.05%0.10%Q2 2013Q4 20147
Edge Advisors, LLC 770.05%0.12%0.17%Q4 2016Q2 20187
Paladin Advisory Group, LLC 520.02%0.03%0.05%Q4 2021Q3 20237
Redwood Financial Network Corp 770.52%0.70%0.98%Q1 2022Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 610.00%0.02%0.03%Q4 2021Q3 20237
JRM Investment Counsel, LLC 770.16%0.65%1.00%Q2 2016Q4 20177
Ken Stern & Associates, Inc. 777.33%7.69%8.17%Q4 2014Q2 20167
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.08%0.12%0.16%Q1 2022Q3 20237
Yorktown Management & Research Co Inc 770.06%0.24%0.40%Q3 2015Q1 20177
McNaughton Wealth Management, LLC 770.18%1.76%3.37%Q4 2019Q2 20217
Fusion Capital, LLC 770.21%0.39%0.70%Q3 2020Q1 20227
IVC Wealth Advisors LLC 770.14%0.16%0.18%Q1 2022Q3 20237
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 610.03%0.18%0.20%Q2 2017Q1 20217
SJS Investment Consulting Inc. 520.00%0.06%0.20%Q4 2021Q3 20237
StoneX Group Inc. 770.10%0.12%0.15%Q2 2020Q4 20217
American Financial Network Advisory Services LLC 610.16%0.45%0.82%Q3 2017Q3 20197
ACUTE INVESTMENT ADVISORY, LLC 771.14%8.86%15.30%Q4 2021Q2 20237
GUERRA PAN ADVISORS, LLC 770.38%0.45%0.50%Q4 2021Q2 20237
Adirondack Research & Management Inc. 770.09%0.16%0.22%Q2 2018Q4 20197
Fingerlakes Wealth Management, Inc. 770.33%0.47%0.56%Q4 2021Q2 20237
ANDERSON HOAGLAND & CO 610.03%0.12%0.19%Q4 2020Q3 20227
Chemistry Wealth Management LLC 770.72%0.81%0.91%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 210.01%0.27%1.49%Q1 2017Q3 20237
Accurate Wealth Management, LLC 770.14%0.20%0.27%Q1 2022Q3 20237
Man Group plc 770.00%0.01%0.01%Q1 2018Q3 20197
KEYSTONE WEALTH PARTNERS 667.24%8.22%9.17%Q4 2020Q1 20226
TRUST CO OF TOLEDO NA /OH/ 660.04%0.04%0.05%Q3 2022Q4 20236
Karpus Management, Inc. 660.35%0.72%1.35%Q2 2013Q3 20146
FORBES J M & CO LLP 660.05%0.05%0.06%Q2 2021Q3 20226
BOYS ARNOLD & CO INC 510.03%0.07%0.23%Q4 2015Q2 20176
BRAVE ASSET MANAGEMENT INC 662.51%3.20%4.04%Q1 2017Q2 20186
NORRIS PERNE & FRENCH LLP/MI 660.03%0.03%0.05%Q4 2020Q1 20226
Nationwide Fund Advisors 310.00%0.00%0.00%Q2 2014Q2 20166
UBS AG 660.12%0.13%0.13%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.04%0.08%0.10%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Advisors Capital Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Azimuth Capital Management LLC 660.25%0.30%0.37%Q4 2020Q1 20226
Wallington Asset Management, LLC 660.10%0.12%0.12%Q2 2022Q3 20236
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 510.01%0.03%0.03%Q3 2013Q4 20156
TOKIO MARINE ASSET MANAGEMENT CO LTD 660.20%0.37%0.63%Q4 2021Q1 20236
AVALON CAPITAL MANAGEMENT 310.23%1.88%3.92%Q3 2015Q2 20216
Weatherstone Capital Management 330.27%1.77%3.43%Q2 2013Q2 20166
Crestline Management, LP 660.41%0.49%0.57%Q2 2022Q3 20236
DT Investment Partners, LLC 310.02%0.03%0.05%Q2 2018Q2 20206
Simply Money Advisors 410.01%0.03%0.04%Q2 2016Q1 20186
Crossmark Global Holdings, Inc. 510.01%0.01%0.01%Q3 2016Q3 20186
RWA WEALTH PARTNERS, LLC 310.02%0.10%0.19%Q2 2017Q3 20236
Bank Julius Baer & Co. Ltd, Zurich 420.55%0.81%1.09%Q2 2020Q4 20216
INVESTMENT HOUSE LLC 660.14%0.33%0.46%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.08%0.12%0.18%Q2 2013Q3 20146
Tillar-Wenstrup Advisors, LLC 662.09%2.72%3.42%Q2 2020Q3 20216
Coronation Fund Managers Ltd. 660.02%0.02%0.05%Q1 2020Q2 20216
Three Peaks Capital Management, LLC 660.07%0.30%1.01%Q3 2019Q4 20206
SAM Advisors, LLC 660.15%0.66%2.62%Q3 2021Q4 20226
Bishop & Co Investment Management, LLC 660.41%0.60%0.69%Q3 2020Q4 20216
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.01%0.01%0.01%Q1 2019Q2 20206
Merit Financial Group, LLC 510.01%0.04%0.14%Q1 2018Q3 20236
Lighthouse Financial Advisors, Inc. 660.38%0.50%0.70%Q4 2019Q1 20216
Strategic Capital Alternatives LLC 511.66%3.36%8.69%Q3 2014Q1 20166
Teamwork Financial Advisors, LLC 660.04%0.26%0.56%Q3 2020Q4 20216
Industrial Alliance Investment Management Inc. 661.05%1.38%2.60%Q4 2021Q1 20236
Summit Financial Wealth Advisors, LLC 420.15%0.27%0.48%Q2 2015Q3 20176
First Personal Financial Services 510.00%0.01%0.01%Q2 2020Q3 20236
Diversified Portfolios, Inc. 660.06%0.53%0.91%Q2 2022Q3 20236
Hamilton Capital, LLC 660.04%4.64%5.84%Q2 2022Q3 20236
BEACON INVESTMENT ADVISORY SERVICES, INC. 663.43%3.78%4.12%Q2 2022Q3 20236
Ilmarinen Mutual Pension Insurance Co 510.53%0.78%1.84%Q3 2019Q3 20216
Rain Capital Management, LLC 663.11%4.77%8.64%Q2 2022Q3 20236
Bristlecone Advisors, LLC 410.00%0.30%0.54%Q4 2015Q1 20236
Kelman-Lazarov, Inc. 660.08%0.42%0.72%Q2 2022Q3 20236
Yellowstone Partners, LLC 420.11%0.47%0.99%Q1 2015Q3 20166
Transform Wealth, LLC 310.02%0.07%0.12%Q1 2017Q4 20216
FC Advisory LLC 660.26%0.31%0.35%Q3 2022Q4 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 661.28%2.24%4.88%Q2 2022Q3 20236
RGT Wealth Advisors, LLC 310.00%0.15%0.21%Q3 2016Q3 20226
NORTHWEST WEALTH MANAGEMENT, LLC 660.47%1.26%1.77%Q2 2022Q3 20236
Fieldpoint Private Securities, LLC 410.00%0.33%0.68%Q1 2017Q2 20226
Capital Bank & Trust Co 660.03%0.04%0.04%Q1 2020Q2 20216
Spearhead Capital Advisors, LLC 660.03%0.04%0.04%Q1 2021Q2 20226
Aevitas Wealth Management, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
Claybrook Capital, LLC 420.11%0.14%0.17%Q4 2017Q4 20196
Red Cedar Capital, LLC 660.74%0.93%1.10%Q3 2021Q4 20226
Mangham Associates,LLC 660.43%0.76%1.05%Q2 2022Q3 20236
Requisite Capital Management, LLC 510.01%0.06%0.09%Q1 2019Q1 20226
Newport Wealth Strategies, Inc. 660.58%1.02%1.35%Q2 2020Q3 20216
Resource Management, LLC 510.03%0.19%1.00%Q1 2020Q4 20216
Cooper Financial Group 660.34%0.44%0.58%Q2 2022Q3 20236
Global Strategic Investment Solutions, LLC 660.08%0.28%0.41%Q3 2019Q4 20206
Strategic Blueprint, LLC 510.01%0.15%0.25%Q2 2021Q3 20236
HBW ADVISORY SERVICES LLC 220.06%0.63%3.08%Q1 2020Q3 20236
Wealth Alliance 660.11%0.21%0.29%Q2 2022Q3 20236
Blueprint Investment Partners LLC 660.39%0.49%0.65%Q4 2021Q1 20236
Paragon Advisors, LLC 660.10%0.21%0.40%Q2 2021Q3 20226
BHF RG Capital Inc. 661.71%2.98%5.38%Q4 2019Q1 20216
BALLAST ADVISORS LLC 420.04%0.14%0.24%Q4 2019Q3 20236
Keebeck Wealth Management, LLC 660.93%1.49%1.88%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.05%0.14%Q4 2019Q1 20216
MTM Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
KAVAR CAPITAL PARTNERS GROUP, LLC 210.06%0.09%0.13%Q4 2020Q3 20236
Prosperity Planning, Inc. 660.28%0.34%0.40%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.27%0.30%0.34%Q4 2020Q1 20226
Curi Wealth Management, LLC 510.01%0.13%0.65%Q4 2020Q4 20226
Blue Trust, Inc. 660.00%0.03%0.07%Q2 2022Q3 20236
Granby Capital Management, LLC 663.40%3.86%4.42%Q4 2020Q1 20226
RIDGECREST WEALTH PARTNERS, LLC 660.20%2.87%5.63%Q2 2021Q3 20226
Gitterman Wealth Management, LLC 660.96%2.51%6.71%Q1 2021Q2 20226
Cornerstone Wealth Advisors, Inc. 660.79%11.20%14.07%Q1 2021Q2 20226
Pallas Capital Advisors LLC 510.99%1.50%1.97%Q1 2022Q3 20236
Blue Barn Wealth, LLC 660.27%0.47%0.79%Q2 2021Q3 20226
NorthCrest Asset Manangement, LLC 310.04%0.05%0.05%Q4 2021Q3 20236
Badgley Phelps Wealth Managers, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Stone Asset Management Inc. 660.16%0.33%0.44%Q4 2021Q1 20236
American Trust 510.17%0.22%0.33%Q4 2021Q3 20236
Sandy Cove Advisors, LLC 660.28%0.37%0.43%Q4 2021Q1 20236
Forum Private Client Group LLC 661.45%1.87%2.16%Q1 2022Q2 20236
COMPASS FINANCIAL ADVISORS LLC 661.86%2.20%2.46%Q4 2021Q1 20236
Coury Firm Asset Management LLC 510.58%5.47%9.76%Q4 2021Q2 20236
Fortitude Advisory Group L.L.C. 660.15%0.20%0.26%Q4 2021Q1 20236
Seaside Wealth Management, Inc. 663.60%3.99%4.39%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 661.05%1.34%1.54%Q2 2022Q3 20236
CYPRESS FINANCIAL PLANNING LLC 666.47%7.90%9.22%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.06%0.14%0.24%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.31%0.41%0.68%Q2 2022Q3 20236
FINANCIAL ADVISORY PARTNERS, LLC 660.11%0.66%2.88%Q4 2021Q1 20236
PLANNING ALTERNATIVES LTD /ADV 660.57%0.63%0.70%Q4 2014Q1 20166
COMMUNITY BANK SYSTEM, INC. 660.92%0.96%1.00%Q2 2013Q3 20146
ARS Investment Partners, LLC 660.37%0.72%0.98%Q4 2016Q1 20186
TCW GROUP INC 660.07%0.08%0.08%Q4 2016Q1 20186
BTR CAPITAL MANAGEMENT INC 661.04%1.65%2.60%Q2 2021Q3 20226
TOCQUEVILLE ASSET MANAGEMENT L.P. 420.01%0.05%0.08%Q2 2013Q4 20226
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.00%0.00%0.03%Q2 2022Q3 20236
WELLINGTON MANAGEMENT GROUP LLP 660.00%0.00%0.00%Q2 2020Q3 20216
VALLEY WEALTH MANAGERS, INC. 660.13%0.22%0.26%Q2 2022Q3 20236
Pinnacle Wealth Planning Services, Inc. 310.01%0.16%0.64%Q4 2017Q3 20225
Anfield Capital Management, LLC 410.08%0.22%0.58%Q4 2019Q2 20215
Trinity Financial Advisors LLC 550.14%1.89%4.94%Q4 2020Q4 20215
Aurora Private Wealth, Inc. 550.85%1.98%2.85%Q3 2021Q3 20225
Royal Fund Management, LLC 210.00%0.00%0.01%Q4 2016Q2 20185
Capital Market Strategies LLC 550.22%0.30%0.34%Q4 2021Q4 20225
WOLVERINE TRADING, LLC 210.00%0.03%0.08%Q3 2016Q4 20185
COMERICA SECURITIES INC 550.03%0.08%0.11%Q4 2017Q4 20185
Miller Investment Management, LP 550.16%0.21%0.25%Q2 2013Q2 20145
Robertson Stephens Wealth Management, LLC 310.02%0.25%0.48%Q2 2019Q3 20235
F3Logic, LLC 550.01%0.04%0.06%Q1 2020Q1 20215
Colonial Trust Co / SC 550.06%0.08%0.15%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.02%0.04%0.06%Q4 2021Q4 20225
MGO Private Wealth, LLC 550.70%1.38%2.26%Q3 2022Q3 20235
EQUITY INVESTMENT CORP 550.10%0.11%0.13%Q3 2022Q3 20235
FIRST HORIZON CORP 410.01%0.02%0.04%Q2 2013Q2 20215
TITLEIST CAPITAL, LLC 550.09%0.53%0.84%Q4 2021Q4 20225
CAPSTONE ASSET MANAGEMENT CO 550.01%0.01%0.01%Q2 2016Q2 20175
Marks Group Wealth Management, Inc 320.02%0.03%0.04%Q1 2022Q3 20235
Modus Advisors, LLC 551.35%1.72%1.84%Q4 2022Q4 20235
Spears Abacus Advisors LLC 550.02%0.03%0.03%Q4 2021Q4 20225
AMERICAN NATIONAL BANK 550.02%0.04%0.12%Q1 2017Q1 20185
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 550.02%0.03%0.03%Q3 2022Q3 20235
55I, LLC 410.01%0.03%0.10%Q4 2019Q1 20225
Wealthfront Advisers LLC 410.00%0.00%0.00%Q1 2021Q3 20235
Trevian Wealth Management LLC 550.69%1.90%2.49%Q4 2021Q4 20225
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.08%0.10%0.12%Q1 2021Q1 20225
Haverford Trust Co 310.00%0.01%0.04%Q3 2016Q1 20235
Cordatus Wealth Management LLC 320.68%1.60%3.83%Q4 2020Q1 20225
RiverGlades Family Offices LLC 320.22%0.36%0.55%Q4 2021Q3 20235
MBM Wealth Consultants, LLC 410.01%3.27%4.21%Q4 2018Q1 20225
Foresight Wealth Management, LLC 550.10%0.15%0.17%Q2 2019Q2 20205
BB&T INVESTMENT SERVICES, INC. 550.05%0.10%0.15%Q4 2016Q4 20175
Cadence Bank 550.04%0.05%0.06%Q3 2022Q3 20235
Cornerstone Advisory, LLC 550.06%0.12%0.16%Q3 2022Q3 20235
Balboa Wealth Partners 550.08%0.15%0.26%Q3 2022Q3 20235
Westwind Capital 550.01%0.01%0.01%Q1 2018Q1 20195
WOODWARD DIVERSIFIED CAPITAL, LLC 550.19%0.21%0.23%Q4 2020Q4 20215
Savant Capital, LLC 550.04%0.08%0.12%Q3 2022Q3 20235
Asset Management Resources, LLC 551.24%4.62%9.15%Q4 2021Q4 20225
HARRELL INVESTMENT PARTNERS, LLC 550.37%0.39%0.43%Q1 2021Q1 20225
True Link Financial Advisors, LLC 550.02%0.03%0.04%Q4 2020Q4 20215
Peak Capital Management LLC 550.76%0.88%1.18%Q1 2019Q1 20205
Town & Country Bank & Trust CO dba First Bankers Trust CO 550.09%0.12%0.14%Q4 2020Q4 20215
Triton Wealth Management, PLLC 550.34%0.58%1.08%Q1 2020Q1 20215
Shearwater Capital LLC 550.30%0.33%0.37%Q4 2021Q4 20225
Index Fund Advisors, Inc. 550.09%0.12%0.18%Q4 2021Q4 20225
CHILTON INVESTMENT CO INC. 550.01%0.01%0.01%Q3 2020Q3 20215
Gryphon Financial Partners LLC 310.00%0.01%0.06%Q4 2017Q4 20195
Swift Run Capital 410.38%0.83%1.09%Q1 2018Q4 20205
Darwin Wealth Management, LLC 210.01%0.27%0.55%Q3 2017Q1 20215
MAYPORT, LLC 550.19%0.24%0.27%Q3 2022Q3 20235
Private Portfolio Partners LLC 550.06%0.06%0.07%Q3 2022Q3 20235
BerganKDV Wealth Management, LLC 553.58%3.73%4.01%Q2 2022Q2 20235
Colonial Trust Advisors 550.00%0.00%0.00%Q3 2022Q3 20235
Arkadios Wealth Advisors 410.00%0.00%0.01%Q4 2019Q3 20215
PRIVATE MANAGEMENT GROUP INC 550.05%0.59%1.37%Q3 2022Q3 20235
Pathway Financial Advisors LLC 550.29%3.78%6.84%Q4 2017Q4 20185
Mengis Capital Management, Inc. 550.05%0.24%0.35%Q1 2021Q1 20225
Virtus Family Office LLC 550.72%1.00%1.45%Q3 2022Q3 20235
Wealth Advisory Solutions, LLC 550.10%0.45%0.66%Q4 2019Q4 20205
VERUS CAPITAL PARTNERS, LLC 320.32%0.41%0.61%Q4 2019Q3 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.38%0.57%0.86%Q3 2015Q3 20165
MACRO Consulting Group 550.43%0.47%0.50%Q2 2020Q2 20215
FOUNDERS BANK & TRUST 550.89%1.76%2.04%Q4 2013Q4 20145
DIVIDEND ASSETS CAPITAL, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
MILLIE CAPITAL MANAGEMENT, LLC 550.27%0.32%0.37%Q3 2016Q3 20175
Varma Mutual Pension Insurance Co 551.41%1.98%2.31%Q3 2022Q3 20235
KELLEHER FINANCIAL ADVISORS 550.97%1.73%2.27%Q3 2021Q3 20225
FARR MILLER & WASHINGTON LLC/DC 550.02%0.02%0.03%Q3 2020Q3 20215
Compass Financial Group, INC/SD 550.22%0.26%0.29%Q4 2022Q4 20235
B.O.S.S. Retirement Advisors, LLC 550.16%0.17%0.18%Q4 2022Q4 20235
Horan Capital Advisors, LLC. 410.02%0.50%0.69%Q3 2017Q3 20235
QUADRANT CAPITAL GROUP LLC 210.00%0.01%0.02%Q2 2020Q2 20235
MIDDLETON & CO INC/MA 551.26%1.77%3.01%Q3 2022Q3 20235
Evolution Wealth Advisors, LLC 550.33%0.35%0.39%Q3 2022Q3 20235
Relative Value Partners Group, LLC 550.05%0.11%0.17%Q3 2022Q3 20235
MOODY NATIONAL BANK TRUST DIVISION 410.00%0.02%0.03%Q1 2019Q3 20235
Independent Wealth Network Inc. 550.36%0.39%0.42%Q3 2021Q3 20225
BARRETT & COMPANY, INC. 550.41%0.43%0.45%Q3 2022Q3 20235
Fiduciary Group LLC 410.04%0.48%0.63%Q4 2017Q3 20235
Ellevest, Inc. 550.06%0.08%0.10%Q1 2021Q1 20225
Benchmark Investment Advisors LLC 550.28%0.31%0.33%Q4 2021Q4 20225
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.08%0.12%0.20%Q2 2016Q1 20185
SWISS RE LTD 556.28%7.07%8.12%Q2 2017Q2 20185
Great Lakes Retirement, Inc. 320.18%0.36%0.68%Q4 2019Q3 20235
COWA, LLC 550.15%0.23%0.40%Q4 2020Q4 20215
Hoover Financial Advisors, Inc. 550.01%0.02%0.03%Q2 2020Q2 20215
TCG Advisory Services, LLC 310.10%0.40%0.54%Q1 2021Q3 20235
Sightline Wealth Advisors, LLC 550.91%1.59%1.88%Q3 2022Q3 20235
Rotella Capital Management, Inc. 551.36%2.59%3.66%Q4 2013Q4 20145
Virtu Financial LLC 310.01%0.09%0.34%Q4 2017Q2 20195
Total Clarity Wealth Management, Inc. 210.00%0.08%0.24%Q4 2019Q2 20225
Minot Wealth Management LLC 550.05%0.07%0.10%Q3 2020Q3 20215
Strategic Asset Management, LLC 550.03%0.03%0.04%Q3 2021Q3 20225
ARS Wealth Advisors Group, LLC 551.34%2.32%3.27%Q3 2021Q3 20225
Cerro Pacific Wealth Advisors LLC 410.20%0.48%0.93%Q4 2020Q1 20225
VALLEY NATIONAL BANCORP 555.07%5.97%6.95%Q4 2013Q4 20145
Zullo Investment Group, Inc. 550.04%0.08%0.11%Q4 2021Q4 20225
AdvicePeriod, LLC 550.08%0.17%0.47%Q2 2020Q2 20215
Strategic Capital Group LLC 550.13%0.63%1.08%Q2 2013Q2 20145
Roof Eidam Maycock Peralta, LLC 550.12%0.59%2.38%Q2 2016Q2 20175
TUDOR INVESTMENT CORP ET AL 310.01%0.01%0.01%Q2 2018Q4 20205
Better Money Decisions, LLC 310.12%0.24%0.33%Q1 2021Q2 20235
REGENTATLANTIC CAPITAL LLC 410.01%0.01%0.02%Q1 2021Q3 20225
HALL LAURIE J TRUSTEE 410.07%0.07%0.08%Q3 2020Q3 20235
Stolper Co 550.18%0.21%0.24%Q2 2020Q2 20215
Ipswich Investment Management Co., Inc. 410.00%0.09%0.18%Q4 2018Q4 20225
Farmers National Bank 320.00%0.00%0.01%Q4 2017Q2 20195
Corient Private Wealth LLC 440.22%0.29%0.32%Q4 2022Q3 20234
Japan Science & Technology Agency 4419.63%21.77%26.70%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 440.35%0.45%0.54%Q4 2022Q3 20234
Sumitomo Mitsui Trust Holdings, Inc. 440.00%0.01%0.01%Q1 2020Q4 20204
DecisionPoint Financial, LLC 441.97%2.08%2.16%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.21%0.28%0.30%Q1 2021Q4 20214
ARMSTRONG ADVISORY GROUP, INC 440.07%0.10%0.20%Q4 2022Q3 20234
Vanguard Personalized Indexing Management, LLC 440.15%0.28%0.46%Q2 2020Q1 20214
Carr Financial Group Corp 440.47%0.60%0.83%Q4 2022Q3 20234
HRT FINANCIAL LP 110.01%0.02%0.02%Q2 2020Q3 20224
MOSELEY INVESTMENT MANAGEMENT INC 440.14%0.28%0.42%Q4 2022Q3 20234
Cahill Wealth Management, LLC 440.30%0.31%0.33%Q4 2022Q3 20234
Savior LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Lansing Street Advisors 440.50%1.24%1.58%Q3 2022Q2 20234
Kingfisher Capital LLC 440.13%0.14%0.16%Q4 2020Q3 20214
Sage Investment Advisers LLC 440.46%2.04%3.68%Q4 2021Q3 20224
COLDSTREAM CAPITAL MANAGEMENT INC 440.02%0.04%0.06%Q4 2016Q3 20174
WELCH & FORBES LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Armbruster Capital Management, Inc. 440.00%0.00%0.01%Q4 2016Q3 20174
BKA Wealth Consulting, Inc. 441.90%3.82%4.81%Q1 2022Q4 20224
KLK CAPITAL MANAGEMENT LLC 447.33%9.27%10.10%Q2 2021Q1 20224
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q1 20234
Econ Financial Services Corp 310.49%2.00%2.88%Q4 2021Q3 20234
Mason & Associates Inc 440.08%1.99%4.53%Q4 2021Q3 20224
Westover Capital Advisors, LLC 310.16%1.03%1.36%Q4 2016Q3 20234
Wealthsimple Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Simplicity Wealth,LLC 442.37%3.03%3.92%Q4 2021Q3 20224
Emery Howard Portfolio Management, Inc. 220.03%0.04%0.06%Q1 2015Q4 20214
Selective Wealth Management, Inc. 440.04%0.07%0.10%Q4 2021Q3 20224
Pinnacle Advisory Group, Inc. 440.01%0.46%1.79%Q2 2020Q1 20214
WULFF, HANSEN & CO. 311.92%2.28%2.79%Q4 2021Q4 20224
Roger Wittlin Investment Advisory, LLC 310.40%0.45%0.48%Q2 2022Q2 20234
Stuart Chaussee & Associates, Inc. 440.06%1.78%6.91%Q1 2017Q4 20174
Forbes Financial Planning, Inc. 311.10%3.87%6.86%Q4 2021Q3 20234
Global Endowment Management, LP 440.82%1.16%1.45%Q2 2020Q1 20214
CONNABLE OFFICE INC 441.38%3.37%6.00%Q4 2022Q3 20234
Clear Perspectives Financial Planning, LLC 440.62%3.43%5.88%Q1 2021Q4 20214
Life Planning Partners, Inc 440.37%0.47%0.53%Q4 2021Q3 20224
HUTCHENS INVESTMENT MANAGEMENT INC 440.00%0.72%1.06%Q1 2017Q4 20174
USCA RIA LLC 440.09%0.10%0.12%Q2 2017Q1 20184
TDAM USA INC. 440.02%0.11%0.32%Q3 2013Q2 20144
AGF MANAGEMENT LTD 440.05%0.05%0.05%Q4 2022Q3 20234
Tandem Wealth Advisors LLC 447.52%7.75%7.88%Q4 2022Q3 20234
Altus Wealth Group LLC 440.27%0.43%0.78%Q4 2022Q3 20234
RAYNER & HAYNOR 443.51%3.62%3.73%Q4 2013Q3 20144
Gupta Wealth Management LLC 440.01%0.16%0.32%Q2 2015Q1 20164
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 441.20%1.32%1.44%Q2 2022Q1 20234
CHAPIN DAVIS, INC. 440.38%0.41%0.44%Q4 2022Q3 20234
InterOcean Capital, LLC 440.08%0.39%0.56%Q3 2019Q2 20204
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 443.90%5.75%7.52%Q4 2021Q3 20224
CYPRESS CAPITAL MANAGEMENT LLC 440.98%1.31%1.57%Q4 2021Q3 20224
First Farmers & Merchants Bank / Trust 441.14%1.25%1.32%Q4 2021Q3 20224
LEVEL FOUR FINANCIAL, LLC 440.25%0.28%0.31%Q4 2020Q3 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.08%0.33%Q1 2022Q3 20234
Scott Capital Advisors, LLC 440.14%0.21%0.29%Q4 2022Q3 20234
Pillar Wealth Advisors, LLC 440.39%0.42%0.46%Q4 2022Q3 20234
FOREFRONT WEALTH MANAGEMENT INC. 442.30%2.63%3.03%Q4 2021Q3 20224
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 440.04%0.09%0.13%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.06%0.06%0.07%Q4 2021Q3 20224
Highview Capital Management LLC/DE/ 440.54%1.80%2.31%Q4 2021Q3 20224
NINE MASTS CAPITAL Ltd 440.62%0.83%1.13%Q2 2016Q1 20174
Greystone Financial Group, LLC 310.06%2.22%4.61%Q4 2020Q1 20234
St. James Investment Advisors, LLC 310.87%2.92%4.41%Q4 2021Q4 20224
Cunning Capital Partners, LP 440.19%0.24%0.30%Q4 2022Q3 20234
Equinox Institutional Asset Management, LP 4428.47%29.15%29.40%Q4 2015Q3 20164
Schaeffer Financial LLC 4413.28%19.48%22.55%Q4 2021Q3 20224
WEST BANCORPORATION INC 220.01%0.02%0.03%Q2 2020Q1 20224
ADE, LLC 440.69%0.72%0.74%Q4 2022Q3 20234
Boyd Wealth Management, LLC 440.24%0.37%0.64%Q2 2022Q1 20234
Formidable Asset Management, LLC 220.03%0.06%0.08%Q4 2015Q3 20204
Activest Wealth Management 310.06%0.09%0.13%Q3 2022Q3 20234
Crosspoint Capital Strategies, LLC 440.00%0.03%0.11%Q1 2015Q4 20154
Y.D. More Investments Ltd 440.01%0.01%0.02%Q4 2022Q3 20234
Erickson Financial Group, LLC 443.50%3.74%3.93%Q4 2021Q3 20224
Wunderlich Capital Managemnt 442.34%2.47%2.64%Q4 2022Q3 20234
Tidal Investments LLC 440.11%0.12%0.14%Q4 2022Q3 20234
SALEM CAPITAL MANAGEMENT INC 440.23%0.55%1.30%Q3 2020Q2 20214
Knuff & Co LLC 440.00%0.02%0.03%Q2 2020Q1 20214
KDI CAPITAL PARTNERS LLC 310.16%1.53%2.10%Q4 2016Q4 20174
Bienville Capital Management, LLC 310.02%0.16%0.50%Q3 2016Q3 20214
Benedetti & Gucer, Inc. 440.26%0.31%0.33%Q1 2021Q4 20214
TNF LLC 440.11%0.13%0.14%Q3 2021Q2 20224
KING STREET CAPITAL MANAGEMENT, L.P. 213.53%28.86%59.04%Q1 2020Q3 20234
Heritage Financial Services, LLC 441.10%1.21%1.39%Q4 2021Q3 20224
FIDUCIENT ADVISORS LLC 440.25%0.47%0.97%Q4 2022Q3 20234
CUTLER INVESTMENT COUNSEL LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Advisors Asset Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Port Capital LLC 440.03%0.03%0.03%Q1 2018Q4 20184
Principle Wealth Partners LLC 440.03%0.04%0.04%Q1 2021Q4 20214
MCDONALD PARTNERS LLC 440.02%0.05%0.06%Q2 2021Q1 20224
Evensky & Katz LLC 310.00%0.00%0.01%Q4 2020Q4 20224
Winthrop Advisory Group LLC 220.05%0.06%0.08%Q4 2020Q1 20224
Wagner Wealth Management, LLC 440.79%1.48%1.78%Q4 2017Q3 20184
Frisch Financial Group, Inc. 440.08%0.10%0.15%Q1 2022Q4 20224
OneAscent Financial Services LLC 440.09%0.13%0.24%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.06%0.07%0.07%Q1 2010Q3 20234
Clal Insurance Enterprises Holdings Ltd 440.02%0.02%0.02%Q4 2014Q3 20154
Mission Creek Capital Partners, Inc. 440.20%0.21%0.22%Q4 2022Q3 20234
CITY HOLDING CO 440.00%0.00%0.00%Q2 2022Q1 20234
Optimum Quantvest Corp 4412.52%12.97%13.53%Q4 2019Q3 20204
Keel Point, LLC 440.22%0.24%0.29%Q2 2020Q1 20214
Shone Asset Management LLC 440.33%0.40%0.49%Q1 2020Q4 20204
BANK OF STOCKTON 310.20%0.35%0.46%Q2 2013Q4 20174
WOODSTOCK CORP 440.05%0.17%0.36%Q1 2015Q4 20154
Walleye Trading LLC 210.00%0.00%0.00%Q3 2014Q4 20164
Southeast Asset Advisors Inc. 220.04%0.12%0.21%Q4 2020Q3 20234
Legacy Financial Strategies, LLC 440.23%0.45%0.64%Q4 2017Q3 20184
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.10%0.32%Q4 2017Q3 20234
Sonora Investment Management, LLC 110.00%0.01%0.01%Q3 2015Q3 20214
Pasadena Private Wealth, LLC 444.45%6.01%7.60%Q4 2020Q3 20214
Barnett & Company, Inc. 440.08%0.09%0.09%Q1 2019Q4 20194
Avondale Wealth Management 440.08%0.14%0.17%Q4 2017Q3 20184
GFS Advisors, LLC 440.12%0.13%0.17%Q3 2021Q2 20224
CEDAR HILL ASSOCIATES, LLC 440.04%0.04%0.04%Q3 2017Q2 20184
Farther Finance Advisors, LLC 440.55%1.07%1.48%Q4 2022Q3 20234
ROSENBLUM SILVERMAN SUTTON S F INC /CA 220.26%0.32%0.38%Q2 2022Q3 20234
Personal Wealth Partners 310.07%0.08%0.08%Q2 2019Q2 20214
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.33%0.34%0.35%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 441.29%2.10%2.47%Q4 2022Q3 20234
Poplar Forest Capital LLC 440.03%0.05%0.06%Q4 2022Q3 20234
Pioneer Wealth Management Group 442.65%5.24%6.80%Q4 2022Q3 20234
CX Institutional 210.00%0.00%0.01%Q2 2019Q2 20224
Milestone Investment Advisors LLC 442.14%2.37%2.61%Q4 2022Q3 20234
Tillman Hartley LLC 440.17%0.18%0.18%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.19%0.24%0.31%Q4 2022Q3 20234
Signature Wealth Management Group 440.07%1.36%2.68%Q4 2017Q3 20184
Sheets Smith Investment Management 210.32%3.88%8.45%Q4 2020Q4 20224
Gateway Wealth Partners, LLC 441.01%1.11%1.28%Q4 2022Q3 20234
BANK OF KOREA 4471.46%71.84%72.38%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.38%0.54%0.62%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 441.48%1.65%1.82%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 442.90%4.43%5.87%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.62%2.21%3.12%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.13%0.14%0.16%Q4 2022Q3 20234
Marietta Wealth Management, LLC 440.40%0.44%0.50%Q4 2022Q3 20234
tru Independence LLC 210.05%0.06%0.10%Q4 2019Q2 20214
Mendota Financial Group, LLC 441.05%1.90%2.68%Q4 2022Q3 20234
Great Waters Wealth Management 440.06%0.08%0.11%Q4 2022Q3 20234
Family Capital Management, Inc. 440.13%0.18%0.20%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.06%0.12%Q4 2022Q3 20234
Forza Wealth Management, LLC 441.53%1.73%2.15%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.59%2.82%6.34%Q4 2022Q3 20234
Sharper & Granite LLC 443.05%3.21%3.52%Q4 2022Q3 20234
Beaumont Capital Management, LLC 441.02%1.23%1.43%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.22%0.82%1.04%Q4 2019Q3 20204
USAdvisors Wealth Management, LLC 440.08%0.10%0.12%Q1 2021Q4 20214
Retirement Investment Advisors, Inc. 440.36%0.87%1.50%Q4 2022Q3 20234
Connecticut Wealth Management, LLC 310.02%0.69%0.94%Q3 2022Q3 20234
Hilltop Partners LLC 440.64%5.96%19.99%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.14%0.18%0.20%Q4 2022Q3 20234
Meredith Wealth Planning 441.31%1.54%1.84%Q4 2022Q3 20234
REDW Wealth LLC 440.62%0.80%0.93%Q4 2022Q3 20234
Schechter Investment Advisors, LLC 440.02%0.03%0.06%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.56%0.89%1.18%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.23%0.56%0.81%Q4 2022Q3 20234
Essential Planning, LLC. 440.41%0.80%1.67%Q4 2022Q3 20234
Capital One Investing, Inc. 440.17%0.20%0.24%Q4 2018Q3 20194
Regal Wealth Group, Inc. 331.71%4.45%5.94%Q1 2023Q3 20233
Leelyn Smith, LLC 210.00%0.00%0.00%Q4 2021Q4 20223
Jacobsen Capital Management 331.01%1.08%1.20%Q1 2023Q3 20233
CNB Bank 330.00%0.01%0.01%Q2 2021Q4 20213
Alaska Wealth Advisors 330.07%0.07%0.08%Q1 2019Q3 20193
Waterloo Capital, L.P. 330.07%0.13%0.16%Q1 2023Q3 20233
FINANCIAL LIFE ADVISORS 330.11%0.11%0.12%Q4 2022Q2 20233
Northwest Capital Management Inc 210.00%0.05%0.15%Q2 2021Q3 20233
PFG Private Wealth Management, LLC 330.06%3.10%4.66%Q4 2021Q2 20223
XML Financial, LLC 210.02%0.80%2.35%Q2 2022Q2 20233
CERTUITY, LLC 210.03%0.07%0.10%Q4 2019Q3 20233
SPRENG CAPITAL MANAGEMENT, INC. 330.19%0.21%0.25%Q4 2020Q2 20213
Relaxing Retirement Coach 330.09%0.35%0.70%Q4 2017Q2 20183
LPWM LLC 210.14%0.18%0.27%Q4 2019Q1 20223
Quadrant Private Wealth Management, LLC 330.08%0.08%0.08%Q2 2021Q4 20213
TRUEWEALTH LLC 330.02%0.02%0.03%Q4 2019Q2 20203
HOHIMER WEALTH MANAGEMENT, LLC 330.06%0.08%0.10%Q1 2022Q3 20223
Summit Wealth Group, LLC 210.07%0.19%0.26%Q1 2021Q1 20233
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 330.38%0.52%0.76%Q2 2017Q4 20173
SCHRODERS IS Ltd 3345.73%69.08%88.34%Q2 2022Q4 20223
1776 Wealth LLC 330.04%0.05%0.05%Q4 2019Q2 20203
Lake Hills Wealth Management, LLC 330.89%2.05%4.23%Q4 2021Q2 20223
Greenline Partners, LLC 330.00%0.42%0.65%Q1 2023Q3 20233
McAdam, LLC 330.02%0.03%0.03%Q1 2018Q3 20183
Revolve Wealth Partners, LLC 330.07%0.07%0.08%Q1 2022Q3 20223
Wealthsimple US, Ltd. 334.08%4.20%4.27%Q3 2020Q1 20213
Guidant Wealth Advisors 330.04%0.04%0.04%Q1 2019Q3 20193
Advisor Resource Council 110.17%0.19%0.22%Q2 2021Q2 20223
KHP Capital, LLC 210.17%0.27%0.32%Q4 2017Q3 20183
Matisse Capital 330.19%0.20%0.21%Q1 2023Q3 20233
Cornerstone Planning Group LLC 213.00%3.49%3.87%Q4 2022Q3 20233
WIMMER ASSOCIATES 1, LLC 336.12%9.39%11.25%Q3 2020Q1 20213
Canal Capital Management, LLC 330.05%0.06%0.06%Q4 2022Q2 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EWA, LLC 330.47%0.50%0.54%Q1 2023Q3 20233
Newman & Schimel, LLC 331.53%1.66%1.86%Q2 2022Q4 20223
DORCHESTER WEALTH MANAGEMENT Co 210.11%0.12%0.13%Q2 2021Q1 20223
Moisand Fitzgerald Tamayo, LLC 110.00%0.01%0.01%Q4 2019Q3 20233
Financial Enhancement Group LLC 330.00%0.01%0.01%Q2 2020Q4 20203
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
CT Financial Advisors LLC 330.04%0.09%0.19%Q3 2016Q1 20173
PEAK FINANCIAL ADVISORS LLC 330.19%0.52%0.79%Q3 2022Q1 20233
Novak Financial Planning, LLC 330.46%0.58%0.69%Q4 2020Q2 20213
Allegiant Private Advisors, LLC 330.86%1.29%1.60%Q4 2020Q2 20213
Addison Advisors LLC 210.02%1.19%1.79%Q4 2021Q1 20233
ARS Wealth Advisors, LLC 330.30%0.71%1.01%Q4 2020Q2 20213
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
DESCHAINE & COMPANY, LLC 336.41%6.76%7.06%Q4 2014Q2 20153
Capital Planning Advisors, LLC 330.11%0.17%0.23%Q2 2018Q4 20183
Ironwood Financial, llc 210.00%0.01%0.01%Q3 2015Q3 20213
NIXON PEABODY TRUST CO 330.12%0.40%0.88%Q2 2022Q4 20223
SITTNER & NELSON, LLC 330.04%0.04%0.04%Q4 2020Q2 20213
BlueCrest Capital Management Ltd 210.16%0.49%0.91%Q3 2021Q1 20233
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
CAPE COD FIVE CENTS SAVINGS BANK 330.03%0.03%0.03%Q4 2021Q2 20223
DARK FOREST CAPITAL MANAGEMENT LP 330.34%0.48%0.63%Q1 2023Q3 20233
Piscataqua Savings Bank 330.01%0.01%0.01%Q1 2023Q3 20233
Lauer Wealth, LLC 336.07%6.56%7.31%Q1 2023Q3 20233
SageGuard Financial Group, LLC 332.62%2.63%2.64%Q4 2020Q2 20213
Joel Isaacson & Co., LLC 210.02%0.05%0.06%Q4 2012Q2 20173
Strategic Financial Concepts, LLC 330.13%0.16%0.19%Q1 2023Q3 20233
SWM Advisors 330.92%1.24%1.85%Q4 2021Q2 20223
PENOBSCOT WEALTH MANAGEMENT 330.90%0.94%0.97%Q2 2021Q4 20213
Penserra Capital Management LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.04%Q3 2022Q3 20233
Lifeworks Advisors, LLC 330.18%0.20%0.24%Q4 2021Q2 20223
Systelligence, LLC 330.85%1.44%2.19%Q2 2020Q4 20203
BIP Wealth, LLC 330.38%0.51%0.72%Q1 2023Q3 20233
W.G. Shaheen & Associates DBA Whitney & Co 330.02%0.02%0.02%Q1 2018Q3 20183
New Century Advisors, LLC 333.77%8.78%12.66%Q1 2022Q3 20223
Bank OZK 210.08%0.16%0.28%Q4 2015Q4 20213
Capital Wealth Planning, LLC 210.04%0.04%0.05%Q2 2019Q1 20203
Raub Brock Capital Management LP 330.25%2.03%3.24%Q2 2013Q4 20133
Conrad Siegel Investment Advisors, Inc. 330.03%0.97%1.67%Q4 2021Q2 20223
Iowa State Bank 330.06%0.08%0.08%Q2 2021Q4 20213
TCWP LLC 330.04%0.20%0.47%Q4 2021Q2 20223
FineMark National Bank & Trust 210.01%0.06%0.12%Q2 2016Q2 20183
Starfox Financial Services, LLC 330.25%3.54%10.12%Q4 2021Q2 20223
Angeles Investment Advisors, LLC 330.02%1.04%2.19%Q2 2021Q4 20213
NTB Financial Corp 330.28%0.30%0.30%Q4 2021Q2 20223
G2 CAPITAL MANAGEMENT, LLC / OH 332.64%5.92%9.11%Q3 2022Q1 20233
AFT, FORSYTH & COMPANY, INC. 330.59%0.63%0.67%Q3 2020Q1 20213
HB Wealth Management, LLC 110.00%0.01%0.02%Q1 2022Q3 20233
Saba Capital Management, L.P. 110.07%0.70%1.92%Q2 2013Q1 20153
Bullseye Investment Management, LLC 330.31%1.16%2.54%Q1 2023Q3 20233
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
SIENA CAPITAL LLC 330.00%0.00%0.01%Q1 2022Q3 20223
CENTRAL BANK OF BRAZIL 330.00%0.00%0.00%Q4 2021Q2 20223
Kraft, Davis & Associates, LLC 210.07%0.08%0.09%Q4 2022Q3 20233
FinTrust Investment Advisory Services, LLC 330.26%0.28%0.30%Q3 2017Q1 20183
Sand Hill Global Advisors, LLC 330.06%0.07%0.09%Q4 2019Q2 20203
ANGELES WEALTH MANAGEMENT, LLC 330.09%0.09%0.09%Q1 2022Q3 20223
PALISADE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q4 2021Q1 20233
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
SSI INVESTMENT MANAGEMENT LLC 330.29%0.31%0.34%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
LMCG INVESTMENTS, LLC 330.14%0.14%0.14%Q1 2022Q3 20223
Alberta Investment Management Corp 330.22%0.27%0.35%Q1 2020Q3 20203
FEDERAL RESERVE BANK OF NEW YORK 3317.30%20.09%25.27%Q4 2020Q2 20213
VitalStone Financial, LLC 210.06%0.07%0.09%Q4 2022Q3 20233
Rooted Wealth Advisors, Inc. 330.33%1.65%2.59%Q1 2023Q3 20233
Breakwater Capital Group 330.42%0.56%0.78%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 211.14%1.17%1.20%Q4 2022Q3 20233
McGlone Suttner Wealth Management, Inc. 334.80%5.14%5.36%Q4 2022Q2 20233
VIAWEALTH, LLC 330.28%0.29%0.31%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.12%0.52%0.81%Q1 2023Q3 20233
Authentikos Wealth Advisory, LLC 330.22%0.24%0.26%Q1 2023Q3 20233
Midwest Financial Group LLC 330.77%2.05%4.62%Q1 2023Q3 20233
Ruggaard & Associates LLC 336.31%6.43%6.63%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.73%0.80%0.93%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 330.18%0.19%0.21%Q1 2023Q3 20233
PFG Investments, LLC 330.22%0.24%0.28%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.03%0.05%0.06%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.66%0.68%0.72%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.58%0.61%0.64%Q1 2023Q3 20233
SPRING CREEK CAPITAL LLC 330.09%0.28%0.48%Q2 2018Q4 20183
DENVER INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q2 2013Q4 20133
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.11%0.14%0.20%Q2 2013Q4 20133
Dana Investment Advisors, Inc. 330.02%0.03%0.04%Q2 2013Q4 20133
Perella Weinberg Partners Capital Management LP 331.90%2.21%2.41%Q2 2020Q4 20203
AMG National Trust Bank 110.02%0.04%0.08%Q1 2019Q3 20223
FIRST MERCHANTS CORP 210.02%0.04%0.07%Q4 2021Q3 20233
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.33%0.69%Q1 2017Q1 20203
Financial Gravity Companies, Inc. 210.63%0.67%0.69%Q4 2017Q4 20183
Cypress Capital Group 210.06%0.09%0.12%Q2 2018Q1 20213
BOK Financial Private Wealth, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
OTA Financial Group L.P. 210.78%1.66%2.30%Q3 2020Q1 20223
MUNDER CAPITAL MANAGEMENT 330.00%0.00%0.00%Q1 2014Q3 20143
MAPLE SECURITIES USA INC 330.07%0.08%0.09%Q4 2014Q2 20153
MILES CAPITAL, INC. 330.29%0.30%0.30%Q2 2019Q4 20193
Overbrook Management Corp 330.05%0.06%0.07%Q4 2021Q2 20223
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.08%0.24%Q1 2020Q2 20233
WHITENER CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
LAU ASSOCIATES LLC 330.48%0.51%0.55%Q1 2017Q3 20173
ALLIANZ INVESTMENT MANAGEMENT LLC 331.30%1.74%2.08%Q3 2017Q1 20183
DAVIS R M INC 110.01%0.01%0.02%Q2 2013Q1 20203
VANTAGEPOINT INVESTMENT ADVISERS LLC 333.03%3.80%4.59%Q2 2022Q4 20223
BREMER TRUST NATIONAL ASSOCIATION 331.40%1.73%2.04%Q2 2018Q4 20183
Jefferies Group LLC 110.00%0.02%0.04%Q1 2014Q1 20203
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 330.00%0.00%0.01%Q2 2015Q4 20153
Lindbrook Capital, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Salomon & Ludwin, LLC 210.00%0.06%0.08%Q2 2021Q3 20233
PRUDENT INVESTORS NETWORK, INC. 3310.19%10.25%10.29%Q1 2023Q3 20233
Kozak & Associates, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
ERn Financial, LLC 331.88%1.98%2.10%Q3 2021Q1 20223
Kore Private Wealth LLC 210.00%0.00%0.00%Q4 2018Q4 20193
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Leisure Capital Management 220.29%0.32%0.34%Q3 2016Q4 20162
STANCORP INVESTMENT ADVISERS INC 221.62%1.64%1.65%Q4 2014Q1 20152
NorthRock Partners, LLC 220.03%0.06%0.08%Q3 2019Q4 20192
Stiles Financial Services Inc 220.16%0.16%0.17%Q3 2022Q4 20222
Congress Wealth Management LLC / DE / 110.01%0.02%0.04%Q1 2022Q3 20232
Braver Wealth Management, LLC 220.76%0.83%0.90%Q2 2014Q3 20142
IBERIABANK CORP 220.04%0.04%0.04%Q1 2020Q2 20202
TCG Advisors, LP 220.08%0.08%0.09%Q1 2019Q2 20192
SAXON INTERESTS, INC. 220.29%0.49%0.69%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.43%0.70%0.96%Q4 2021Q1 20222
Little Harbor Advisors, LLC 224.94%5.03%5.12%Q2 2023Q3 20232
Trust Co 110.00%0.01%0.02%Q3 2016Q1 20212
Mirador Capital Partners LP 220.30%0.32%0.34%Q4 2017Q1 20182
Financial Advisory Group 220.19%0.26%0.32%Q2 2013Q3 20132
Sovereign Investment Advisors, LLC 220.31%0.36%0.40%Q2 2023Q3 20232
DeGreen Capital Management LLC 110.49%41.68%82.88%Q2 2017Q4 20172
Pinnacle Private Wealth, LLC 220.07%0.08%0.08%Q1 2022Q2 20222
RESOLUTE FINANCIAL, LLC 220.17%0.17%0.18%Q1 2022Q2 20222
GODSEY & GIBB, INC 220.00%0.00%0.00%Q3 2021Q4 20212
Elgethun Capital Management 220.02%0.02%0.03%Q2 2023Q3 20232
Ground Swell Capital, LLC 220.02%0.05%0.08%Q2 2014Q3 20142
Guardian Wealth Management, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Coulter & Justus Financial Services, LLC 220.29%0.30%0.31%Q4 2022Q1 20232
Lavaca Capital LLC 220.04%0.05%0.05%Q4 2018Q1 20192
Highlander Capital Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Axiom Investment Management LLC 220.04%0.05%0.06%Q1 2019Q2 20192
Hall Kathryn A. 220.36%0.43%0.49%Q3 2020Q4 20202
Gateway Advisory, LLC 220.09%0.09%0.10%Q1 2016Q2 20162
Sharkey, Howes & Javer 110.02%0.07%0.11%Q1 2015Q4 20162
Squarepoint Ops LLC 220.00%0.01%0.01%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 222.27%2.41%2.55%Q2 2016Q3 20162
CPR Investments Inc. 220.00%0.40%0.80%Q4 2021Q1 20222
Meristem Family Wealth, LLC 220.02%0.04%0.06%Q2 2021Q3 20212
Clear Harbor Asset Management, LLC 220.07%0.08%0.09%Q4 2019Q1 20202
NorthLanding Financial Partners, LLC 110.16%0.24%0.31%Q3 2022Q1 20232
Marks Wealth, LLC 220.08%0.08%0.09%Q1 2021Q2 20212
LifePro Asset Management 220.20%0.47%0.74%Q2 2023Q3 20232
Quent Capital, LLC 220.03%0.06%0.08%Q4 2021Q1 20222
Hoxton Financial, Inc. 220.10%0.11%0.11%Q4 2015Q1 20162
INHERENT GROUP, LP 1115.82%17.23%18.64%Q1 2020Q4 20222
COMMONS CAPITAL, LLC 220.18%0.18%0.19%Q4 2021Q1 20222
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2013Q3 20132
FirstPurpose Wealth LLC 220.73%0.76%0.79%Q4 2021Q1 20222
SHAKESPEARE WEALTH MANAGEMENT, INC. 110.25%0.33%0.41%Q1 2018Q3 20182
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.04%0.09%Q3 2015Q3 20232
McLean Asset Management Corp 220.68%0.70%0.71%Q3 2022Q4 20222
Towerpoint Wealth, LLC 110.03%0.13%0.22%Q3 2019Q2 20222
V Wealth Advisors LLC 110.02%0.06%0.10%Q2 2017Q2 20202
Klingman & Associates, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Zions Bancorporation, N.A. 220.01%0.04%0.08%Q1 2022Q2 20222
WIPFLI FINANCIAL ADVISORS LLC, 220.01%0.03%0.06%Q2 2022Q3 20222
CATALYST FINANCIAL PARTNERS LLC 221.56%1.68%1.79%Q4 2022Q1 20232
DRW Securities, LLC 110.02%0.77%1.52%Q1 2014Q4 20172
WESPAC Advisors SoCal, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
WealthPlan Investment Management, LLC 110.02%0.03%0.04%Q1 2022Q4 20222
Reynolds Investment Management, Inc. 220.12%0.12%0.13%Q1 2022Q2 20222
Mosaic Family Wealth, LLC 110.00%0.02%0.03%Q4 2015Q3 20182
Cercano Management LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Ritter Daniher Financial Advisory LLC / DE 220.01%0.01%0.01%Q2 2023Q3 20232
Hefty Wealth Partners 220.01%0.01%0.01%Q3 2017Q4 20172
GDS Wealth Management 222.05%3.03%4.01%Q2 2023Q3 20232
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
ENTRUST GLOBAL PARTNERS L L C 222.12%2.55%2.98%Q4 2021Q1 20222
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 220.08%0.10%0.13%Q3 2022Q4 20222
Independence Advisors, LLC 110.01%0.04%0.08%Q3 2019Q3 20202
Kissinger Financial Services LLC 220.26%0.28%0.30%Q1 2017Q2 20172
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
Sentinus, LLC 220.13%0.13%0.14%Q1 2023Q2 20232
Elequin Capital, LP 220.00%0.01%0.01%Q2 2023Q3 20232
MACKENZIE FINANCIAL CORP 220.01%0.02%0.02%Q2 2018Q3 20182
Old North State Trust, LLC 220.14%0.20%0.26%Q3 2018Q4 20182
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Koesten, Hirschmann & Crabtree, INC. 110.00%0.01%0.01%Q1 2023Q3 20232
Redwood Wealth Management Group, LLC 220.61%0.64%0.67%Q4 2022Q1 20232
Sicart Associates LLC 220.27%0.28%0.28%Q3 2019Q4 20192
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 220.06%0.06%0.06%Q3 2019Q4 20192
Sound View Wealth Advisors, LLC 220.10%0.11%0.12%Q4 2018Q1 20192
Independent Advisor Alliance 110.20%0.26%0.32%Q1 2017Q4 20192
DOVER ADVISORS, LLC 220.22%0.24%0.25%Q2 2023Q3 20232
Arista Wealth Management, LLC 220.75%0.99%1.24%Q4 2022Q1 20232
LWMG, LLC 220.09%0.28%0.47%Q4 2022Q1 20232
BEAM WEALTH ADVISORS, INC. 110.18%0.19%0.20%Q1 2021Q3 20212
STEVENS CAPITAL PARTNERS 220.22%1.26%2.31%Q4 2022Q1 20232
Clear Perspective Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Oak Point Wealth Management 220.00%0.03%0.05%Q4 2017Q1 20182
Intercontinental Wealth Advisors, LLC 220.32%0.33%0.34%Q1 2023Q2 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
25 LLC 220.02%0.03%0.03%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.30%0.66%1.02%Q2 2023Q3 20232
AlphaCore Capital LLC 220.21%0.22%0.22%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.02%0.03%0.04%Q2 2023Q3 20232
Artemis Wealth Advisors, LLC 220.06%0.10%0.13%Q2 2022Q3 20222
Shelter Mutual Insurance Co 220.22%0.23%0.25%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
First County Bank /CT/ 220.57%0.59%0.61%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 222.84%2.92%3.00%Q2 2023Q3 20232
Arcataur Capital Management LLC 222.14%2.16%2.17%Q2 2023Q3 20232
SYKON CAPITAL LLC 221.74%1.77%1.80%Q2 2023Q3 20232
MCIA Inc 220.06%0.07%0.07%Q2 2017Q3 20172
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Exchange Bank 220.41%0.50%0.59%Q2 2023Q3 20232
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.03%Q1 2018Q3 20182
DeDora Capital, Inc. 110.00%0.01%0.01%Q4 2019Q1 20222
Gibson Capital, LLC 220.07%0.07%0.07%Q2 2014Q3 20142
Crestwood Advisors Group, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
EQUITABLE TRUST CO 220.02%0.02%0.02%Q1 2021Q2 20212
Baltimore-Washington Financial Advisors Inc. 221.60%1.85%2.11%Q2 2013Q3 20132
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Choate Investment Advisors 110.01%0.01%0.02%Q3 2013Q2 20222
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
PUBLIC SECTOR PENSION INVESTMENT BOARD 220.78%1.35%1.92%Q2 2023Q3 20232
LAKE STREET ADVISORS GROUP, LLC 110.02%0.06%0.10%Q1 2021Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.03%0.03%0.03%Q2 2023Q3 20232
Lion Street Advisors, LLC 110.07%1.84%3.60%Q2 2021Q1 20232
Bristol County Savings Bank 220.56%0.61%0.65%Q3 2017Q4 20172
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.02%0.03%0.03%Q1 2015Q2 20152
Crow Point Partners, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
LWS Wealth Advisors, Inc. 2211.08%11.97%12.86%Q4 2019Q1 20202
Taylor Hoffman Wealth Management 220.00%0.01%0.01%Q1 2018Q2 20182
Baker Ellis Asset Management LLC 220.04%0.04%0.04%Q2 2016Q3 20162
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q3 20232
Landmark Wealth Management, LLC 220.36%0.50%0.64%Q2 2022Q3 20222
ClearBridge Investments 110.00%0.00%0.00%Q4 2013Q4 20192
Ballew Advisors, Inc 220.01%0.01%0.02%Q2 2018Q3 20182
SYM FINANCIAL Corp 110.00%0.01%0.02%Q4 2019Q3 20202
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.16%0.17%0.18%Q1 2020Q2 20202
Stadion Money Management, LLC 220.01%0.06%0.11%Q2 2013Q3 20132
Exchange Capital Management, Inc. 110.00%0.17%0.34%Q4 2014Q1 20182
VAUGHAN & Co SECURITIES, INC. 220.02%0.03%0.03%Q4 2019Q1 20202
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q1 2023Q3 20232
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
EDGE ASSET MANAGEMENT, INC 220.05%0.09%0.12%Q4 2016Q1 20172
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q1 20232
Your Advocates Ltd., LLP 220.00%0.00%0.00%Q3 2020Q4 20202
Avalon Investment & Advisory 110.01%0.06%0.10%Q4 2019Q1 20232
Foster Victor Wealth Advisors, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Americana Partners, LLC 110.01%0.27%0.52%Q4 2019Q4 20222
Brand Asset Management Group, Inc. 110.00%0.01%0.02%Q2 2018Q1 20202
Ford Financial Group, LLC 110.02%0.04%0.05%Q2 2021Q4 20212
TRADITION CAPITAL MANAGEMENT LLC 220.23%0.28%0.34%Q2 2017Q3 20172
RAY GERALD L & ASSOCIATES LTD 220.03%0.03%0.03%Q3 2016Q4 20162
Lee Financial Group Hawaii, Inc. 220.73%0.74%0.74%Q2 2023Q3 20232
Chesley Taft & Associates LLC 220.03%0.03%0.03%Q4 2015Q1 20162
CI INVESTMENTS INC. 220.01%0.01%0.02%Q3 2020Q4 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
MCMORGAN & CO LLC 222.26%2.48%2.70%Q2 2023Q3 20232
SECURITY NATIONAL TRUST CO 220.03%0.03%0.03%Q3 2016Q4 20162
RATIONAL ADVISORS LLC 220.01%0.01%0.02%Q2 2017Q3 20172
HUTCHINSON CAPITAL MANAGEMENT/CA 220.16%0.17%0.17%Q4 2021Q1 20222
RKL Wealth Management LLC 220.04%0.05%0.05%Q1 2020Q2 20202
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.25%0.50%Q4 2020Q3 20222
IronBridge Private Wealth, LLC 224.76%5.13%5.51%Q2 2023Q3 20232
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.74%1.21%1.68%Q2 2013Q3 20132
Howard Capital Management Group, LLC 223.26%3.28%3.30%Q2 2023Q3 20232
St. Johns Investment Management Company, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Santori & Peters, Inc. 110.06%0.28%0.50%Q4 2017Q3 20202
FAGAN ASSOCIATES, INC. 220.67%0.73%0.78%Q2 2023Q3 20232
Tarbox Family Office, Inc. 110.01%0.04%0.08%Q4 2017Q2 20192
Pictet North America Advisors SA 220.34%0.68%1.02%Q2 2023Q3 20232
LITTLE HOUSE CAPITAL LLC 110.01%0.19%0.37%Q1 2019Q1 20212
SMI Advisory Services, LLC 2213.50%13.52%13.55%Q3 2022Q4 20222
Advisors Preferred, LLC 110.20%1.52%2.85%Q3 2015Q3 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.06%0.07%0.07%Q2 2022Q3 20222
Waldron Private Wealth LLC 110.04%0.06%0.08%Q1 2016Q1 20192
Quadrant Capital Management, LLC 110.20%0.21%0.22%Q4 2014Q1 20162
VAN ECK ASSOCIATES CORP 220.20%0.21%0.21%Q3 2015Q4 20152
CLARK FINANCIAL SERVICES GROUP INC /BD 220.56%0.96%1.36%Q4 2021Q1 20222
Cordasco Financial Network 220.00%0.00%0.00%Q3 2019Q4 20192
Ranch Capital Advisors Inc. 220.01%0.02%0.02%Q4 2019Q1 20202
MARIPAU WEALTH MANAGEMENT LLC 220.23%0.39%0.56%Q2 2023Q3 20232
Insight Folios Inc 220.16%0.17%0.18%Q3 2021Q4 20212
MRA Associates USA LLC 220.05%0.05%0.05%Q2 2019Q3 20192
CAPRIN ASSET MANAGEMENT LLC /ADV 110.00%0.05%0.09%Q3 2016Q4 20222
MBL Wealth, LLC 220.09%0.12%0.14%Q4 2020Q1 20212
Aveo Capital Partners, LLC 110.13%0.14%0.14%Q4 2016Q3 20202
FormulaFolio Investments, LLC 222.76%2.84%2.92%Q1 2021Q2 20212
STIFEL NICOLAUS & CO INC \MO\ 220.11%0.11%0.11%Q2 2013Q3 20132
Gary Goldberg Planning Services Inc 220.01%0.01%0.02%Q3 2014Q4 20142
Karp Capital Management Corp 220.01%0.01%0.01%Q2 2015Q3 20152
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.02%0.05%0.08%Q4 2021Q1 20222
ACG Wealth 110.01%0.02%0.04%Q3 2020Q2 20222
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pettinga Financial Advisors LLC 110.19%0.19%0.19%Q4 2018Q4 20181
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Elite Wealth Management, Inc. 110.11%0.11%0.11%Q3 2016Q3 20161
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
KM Capital Management Ltd. 110.15%0.15%0.15%Q4 2022Q4 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Chicago Wealth Management, Inc. 116.42%6.42%6.42%Q4 2019Q4 20191
FOSTER & MOTLEY INC 110.05%0.05%0.05%Q1 2018Q1 20181
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
Kerntke Otto McGlone Wealth Management Group 110.22%0.22%0.22%Q2 2021Q2 20211
Team Financial Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Trust Co of Kansas 110.41%0.41%0.41%Q4 2022Q4 20221
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Straight Path Wealth Management 110.34%0.34%0.34%Q3 2022Q3 20221
RBO & CO LLC 110.07%0.07%0.07%Q2 2018Q2 20181
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
WestHill Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Pinnacle Wealth Advisors 111.25%1.25%1.25%Q2 2021Q2 20211
BANYAN CAPITAL MANAGEMENT, INC. 1111.87%11.87%11.87%Q4 2018Q4 20181
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Biltmore Capital Advisors LLC 113.65%3.65%3.65%Q4 2018Q4 20181
LGT Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
TFB Advisors LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Hassell Wealth Management, LLC 113.69%3.69%3.69%Q3 2023Q3 20231
APPLETON PARTNERS INC/MA 110.18%0.18%0.18%Q4 2017Q4 20171
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Pactiv General Employee Benefit Trust 1170.40%70.40%70.40%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.05%0.05%0.05%Q4 2020Q4 20201
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Black Swift Group, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Delta Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Olympiad Research LP 115.02%5.02%5.02%Q4 2019Q4 20191
IMA Wealth, Inc. 110.03%0.03%0.03%Q2 2018Q2 20181
Massachusetts Wealth Management 112.78%2.78%2.78%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.76%0.76%0.76%Q3 2023Q3 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.15%0.15%0.15%Q3 2016Q3 20161
Strait & Sound Wealth Management LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Foundation Wealth Management, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Kirkoswald Asset Management LLC 11100.00%100.00%100.00%Q1 2020Q1 20201
WealthBridge Capital Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Keudell/Morrison Wealth Management 110.10%0.10%0.10%Q3 2021Q3 20211
INTEGRAL INVESTMENT ADVISORS, INC. 111.20%1.20%1.20%Q4 2021Q4 20211
FIRST INTERSTATE BANCSYSTEM INC 119.44%9.44%9.44%Q1 2021Q1 20211
REFRAME WEALTH, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
ExodusPoint Capital Management, LP 110.25%0.25%0.25%Q1 2023Q1 20231
Fulcrum Equity Management 110.68%0.68%0.68%Q2 2023Q2 20231
Clarfeld Financial Advisors, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
RP Investment Advisors LP 1111.35%11.35%11.35%Q1 2021Q1 20211
CAPITAL ADVISORS INC/OK 110.35%0.35%0.35%Q4 2022Q4 20221
J2 Capital Management Inc 110.58%0.58%0.58%Q2 2022Q2 20221
WHEATLAND ADVISORS INC 111.15%1.15%1.15%Q2 2020Q2 20201
WCG Wealth Advisors LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Legacy Capital Wealth Partners, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Atomi Financial Group, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tanager Wealth Management LLP 110.05%0.05%0.05%Q2 2023Q2 20231
Nalls Sherbakoff Group, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
AMARILLO NATIONAL BANK 110.95%0.95%0.95%Q3 2023Q3 20231
Ferris Capital, LLC 1123.86%23.86%23.86%Q2 2021Q2 20211
HITE Hedge Asset Management LLC 110.32%0.32%0.32%Q3 2019Q3 20191
Slagle Financial, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
DMC Group, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Altiora Financial Group, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Kure Advisory, LLC 112.38%2.38%2.38%Q3 2023Q3 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SRS Capital Advisors, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
LJI Wealth Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Compass Rose Asset Management, LP 1165.04%65.04%65.04%Q1 2023Q1 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Arlington Financial Advisors, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Walleye Capital LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Equita Financial Network, Inc. 114.42%4.42%4.42%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 1111.07%11.07%11.07%Q1 2020Q1 20201
RUSHMORE INVESTMENT ADVISORS, INC. 110.05%0.05%0.05%Q2 2013Q2 20131
United Community Bank 110.06%0.06%0.06%Q3 2023Q3 20231
Prosperitas Financial LLC 116.03%6.03%6.03%Q3 2023Q3 20231
Mendel Money Management 110.57%0.57%0.57%Q1 2022Q1 20221
Allen Mooney & Barnes Investment Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.07%0.07%0.07%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.49%0.49%0.49%Q3 2023Q3 20231
Yarbrough Capital, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Colonial River Wealth Management, LLC 111.82%1.82%1.82%Q3 2021Q3 20211
Osborn Williams & Donohoe LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Tuttle Capital Management, LLC 110.29%0.29%0.29%Q2 2017Q2 20171
Emerald Advisors, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
MERITAGE PORTFOLIO MANAGEMENT 110.57%0.57%0.57%Q4 2021Q4 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Argent Advisors, Inc. 110.54%0.54%0.54%Q2 2020Q2 20201
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Adventist Health System/ West 110.05%0.05%0.05%Q3 2021Q3 20211
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Whitnell & Co. 110.02%0.02%0.02%Q4 2014Q4 20141
Motley Fool Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
MONUMENTAL FINANCIAL GROUP INC. 110.04%0.04%0.04%Q2 2021Q2 20211
Zuckerman Investment Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Trilogy Capital Inc. 110.16%0.16%0.16%Q1 2023Q1 20231
MACQUARIE GROUP LTD 110.02%0.02%0.02%Q3 2023Q3 20231
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q2 2020Q2 20201
Affiance Financial, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Fulcrum Capital LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Sullivan, Bruyette, Speros & Blaney, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Kohlberg Kravis Roberts & Co. L.P. 110.02%0.02%0.02%Q2 2020Q2 20201
WEXFORD CAPITAL LP 110.11%0.11%0.11%Q2 2022Q2 20221
ING GROEP NV 110.22%0.22%0.22%Q3 2023Q3 20231
Marquette Asset Management, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
RNC CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Penobscot Investment Management Company, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Salzman Financial Management 1113.06%13.06%13.06%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LANDAAS & CO /WI /ADV 110.07%0.07%0.07%Q3 2017Q3 20171
KINGS POINT CAPITAL MANAGEMENT 110.02%0.02%0.02%Q1 2017Q1 20171
Plancorp, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Integer Wealth Advisors Group LLC 110.25%0.25%0.25%Q4 2019Q4 20191
TOBIAS FINANCIAL ADVISORS, INC. 111.32%1.32%1.32%Q4 2021Q4 20211
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.06%0.06%0.06%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Allred Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Cardinal Strategic Wealth Guidance 110.00%0.00%0.00%Q2 2022Q2 20221
FourThought Financial, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
WealthTrust Asset Management, LLC 110.37%0.37%0.37%Q3 2022Q3 20221
Apexium Financial, LP 110.02%0.02%0.02%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Management Group, Inc. 110.20%0.20%0.20%Q1 2023Q1 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
EFG CAPITAL INTERNATIONAL CORP. 110.38%0.38%0.38%Q2 2023Q2 20231
Fiduciary Planning LLC 112.32%2.32%2.32%Q1 2020Q1 20201
CFO4Life, L.P. 110.16%0.16%0.16%Q4 2022Q4 20221
SAGE FINANCIAL GROUP INC 110.04%0.04%0.04%Q3 2022Q3 20221
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NewDay Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Portfolio Solutions, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
NEXT Financial Holdings 110.07%0.07%0.07%Q1 2019Q1 20191
Triangle Securities Wealth Management 110.11%0.11%0.11%Q2 2013Q2 20131
Cassia Capital Partners, LLC 112.12%2.12%2.12%Q4 2020Q4 20201
AURORA FINANCIAL ADVISORS, LLC 110.54%0.54%0.54%Q4 2017Q4 20171
PACIFIC SUN FINANCIAL CORP 110.30%0.30%0.30%Q4 2017Q4 20171
Phraction Management LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Parcion Private Wealth LLC 110.11%0.11%0.11%Q1 2020Q1 20201
ARXIS SECURITIES LLC 115.00%5.00%5.00%Q1 2017Q1 20171
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.95%0.95%0.95%Q2 2022Q2 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Clark Capital Management Group, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Magnolia Wealth Management, LLC 119.52%9.52%9.52%Q4 2021Q4 20211
Perfromance Wealth Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.02%0.02%0.02%Q2 2021Q2 20211
KCM INVESTMENT ADVISORS LLC 110.09%0.09%0.09%Q2 2020Q2 20201
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 111.61%1.61%1.61%Q1 2020Q1 20201
Analyst IMS Investment Management Services Ltd. 110.02%0.02%0.02%Q3 2018Q3 20181
Obsidian Personal Planning Solutions LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Lloyd Park, LLC 111.02%1.02%1.02%Q3 2022Q3 20221
Amplius Wealth Advisors, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
New England Investment & Retirement Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Dynamic Technology Lab Private Ltd 110.30%0.30%0.30%Q1 2020Q1 20201
Inscription Capital, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Peregrine Asset Advisers, Inc. 110.66%0.66%0.66%Q3 2023Q3 20231
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Edgestream Partners, L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 113.77%3.77%3.77%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Choice Wealth Advisors, LLC 114.28%4.28%4.28%Q2 2022Q2 20221
Private Vista, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Ironwood Investment Counsel, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Independent Portfolio Consultants, Inc. 110.20%0.20%0.20%Q2 2017Q2 20171
Beacon Financial Advisory LLC 113.41%3.41%3.41%Q4 2019Q4 20191
Next Level Private LLC 110.90%0.90%0.90%Q2 2022Q2 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20151
ATHERTON LANE ADVISERS, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Drystone LLC 112.54%2.54%2.54%Q4 2021Q4 20211
Goldstream Capital Management Ltd 110.15%0.15%0.15%Q4 2021Q4 20211
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MEMBERS CAPITAL ADVISORS INC 1112.77%12.77%12.77%Q4 2021Q4 20211
Marshall Wace North America L.P. 110.14%0.14%0.14%Q1 2020Q1 20201
Meeder Advisory Services, Inc. 110.12%0.12%0.12%Q4 2022Q4 20221
FIRST FINANCIAL EQUITY CORPORATION 110.92%0.92%0.92%Q1 2017Q1 20171
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Trail Ridge Investment Advisors, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
BAKER TILLY WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
PALLADIEM, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
JTC Employer Solutions Trustee Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
MARSHALL WACE, LLP 110.06%0.06%0.06%Q4 2022Q4 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Starfire Investment Advisers, Inc. 112.43%2.43%2.43%Q4 2017Q4 20171
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Claro Advisors LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BOURGEON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Thomas J. Herzfeld Advisors, Inc. 110.37%0.37%0.37%Q4 2017Q4 20171
Peachtree Investment Partners, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Rock Point Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Renasant Bank 110.23%0.23%0.23%Q4 2020Q4 20201
CARRET ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2014Q2 20141
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
KerberRose Wealth Management, LLC 111.99%1.99%1.99%Q2 2022Q2 20221
Brightworth 110.47%0.47%0.47%Q4 2016Q4 20161
NBT BANK N A /NY 110.10%0.10%0.10%Q3 2023Q3 20231
Power Corp of Canada 110.56%0.56%0.56%Q1 2022Q1 20221
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q1 2023Q1 20231
Ascent Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Vista Private Wealth Partners. LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Gator Capital Management, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
WealthOne, LLC 110.25%0.25%0.25%Q3 2020Q3 20201
WESPAC Advisors, LLC 110.18%0.18%0.18%Q3 2017Q3 20171
Headlands Technologies LLC 110.30%0.30%0.30%Q1 2023Q1 20231
SHAYNE & JACOBS, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Compton Wealth Advisory Group, LLC 110.27%0.27%0.27%Q4 2018Q4 20181
Model Capital Management LLC 1124.00%24.00%24.00%Q3 2020Q3 20201
Wealthstream Advisors, Inc. 110.75%0.75%0.75%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PYA Waltman Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Deane Retirement Strategies, Inc. 116.14%6.14%6.14%Q1 2021Q1 20211
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2023Q3 20231
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Retireful, LLC 110.94%0.94%0.94%Q2 2023Q2 20231
SUMMITRY LLC 110.06%0.06%0.06%Q4 2018Q4 20181
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 110.26%0.26%0.26%Q2 2023Q2 20231
PACIFIC FINANCIAL GROUP INC 110.16%0.16%0.16%Q2 2016Q2 20161
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Jump Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Objective Capital Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Permit Capital Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
FSC Wealth Advisors, LLC 111.36%1.36%1.36%Q2 2022Q2 20221
HARBOR CAPITAL ADVISORS, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
Chico Wealth RIA 110.22%0.22%0.22%Q1 2022Q1 20221
Investmark Advisory Group LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
JGP Wealth Management, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Financial Partners Group, Inc 110.19%0.19%0.19%Q3 2022Q3 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q3 2020Q3 20201
Capital Advisors Wealth Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
ADVISOR CONSULTANT NETWORK INC 110.85%0.85%0.85%Q3 2016Q3 20161
FIRST NATIONAL CORP /MA/ /ADV 110.01%0.01%0.01%Q1 2019Q1 20191
Finer Wealth Management, Inc. 110.19%0.19%0.19%Q1 2022Q1 20221
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SWS Partners 110.00%0.00%0.00%Q4 2017Q4 20171
Western Asset Management Company, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
WRAPMANAGER INC 110.48%0.48%0.48%Q4 2018Q4 20181
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
RETIREMENT CAPITAL STRATEGIES 114.52%4.52%4.52%Q2 2021Q2 20211
DEARBORN CAPITAL MANAGEMENT LLC 112.24%2.24%2.24%Q4 2016Q4 20161
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Athanor Capital, LP 112.44%2.44%2.44%Q1 2020Q1 20201
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CoreFirst Bank & Trust 110.20%0.20%0.20%Q4 2022Q4 20221
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q2 2019Q2 20191
HOWLAND CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Riverwater Partners LLC 110.32%0.32%0.32%Q3 2023Q3 20231
PRESILIUM PRIVATE WEALTH, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
W.H. Cornerstone Investments Inc. 111.00%1.00%1.00%Q3 2023Q3 20231
Divergent Planning, LLC 111.74%1.74%1.74%Q3 2022Q3 20221
Capital Square, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
BURNEY CO/ 110.02%0.02%0.02%Q4 2017Q4 20171
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Steigerwald, Gordon & Koch Inc. 110.07%0.07%0.07%Q3 2019Q3 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
JARISLOWSKY, FRASER Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Kinloch Capital, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Citizens Business Bank 110.04%0.04%0.04%Q3 2021Q3 20211
OAK FAMILY ADVISORS, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Paragon Wealth Strategies, LLC 110.33%0.33%0.33%Q4 2016Q4 20161
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cyndeo Wealth Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Bellwether Investment Group, LLC 110.09%0.09%0.09%Q4 2016Q4 20161
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q1 2014Q1 20141
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NICOLET BANKSHARES INC 110.12%0.12%0.12%Q3 2017Q3 20171
David Kennon Inc 110.24%0.24%0.24%Q1 2023Q1 20231
BRR OpCo, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 110.18%0.18%0.18%Q4 2014Q4 20141
Compass Ion Advisors, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Arthur Zaske & Associates, LLC 111.17%1.17%1.17%Q3 2016Q3 20161
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
O'Brien Wealth Partners LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Verum Partners LLC 111.08%1.08%1.08%Q3 2023Q3 20231
Centiva Capital, LP 110.94%0.94%0.94%Q1 2023Q1 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SILVER OAK SECURITIES, INCORPORATED 110.06%0.06%0.06%Q2 2023Q2 20231
Narwhal Capital Management 110.17%0.17%0.17%Q1 2017Q1 20171
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2017Q3 20171
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
External links

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