VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2320.00%0.00%0.00%Q2 2013Q3 202372
HUNTINGTON NATIONAL BANK 32180.00%0.03%0.12%Q1 2011Q3 202350
Cutler Group LLC / CA 1410.00%0.00%0.06%Q1 2016Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
Baystate Wealth Management LLC 42420.03%0.21%0.74%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.12%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.07%0.18%0.28%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.49%1.03%1.66%Q2 2013Q3 202342
Citadel Advisors 1210.00%0.00%0.01%Q2 2015Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.13%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.02%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
Cetera Advisor Networks LLC 21190.01%0.03%0.06%Q3 2013Q3 202340
Kistler-Tiffany Companies, LLC 24160.00%0.01%0.02%Q2 2013Q2 202340
AMERIPRISE FINANCIAL INC 3810.00%0.00%0.02%Q2 2013Q3 202339
GOLDMAN SACHS GROUP INC 3630.00%0.01%0.06%Q1 2012Q3 202339
US BANCORP \DE\ 38380.00%0.00%0.00%Q2 2014Q3 202338
CENTRAL BANK & TRUST CO 3710.03%0.24%2.15%Q2 2013Q3 202338
Tower Research Capital LLC (TRC) 28100.00%0.14%0.66%Q4 2013Q3 202338
NORTHERN TRUST CORP 38380.00%0.00%0.00%Q2 2014Q3 202338
Janney Montgomery Scott LLC 2990.01%0.09%0.14%Q1 2014Q3 202338
CIBC WORLD MARKET INC. 3070.00%0.02%0.03%Q2 2014Q3 202337
ENVESTNET ASSET MANAGEMENT INC 24130.00%0.03%0.08%Q3 2013Q3 202337
UBS Group AG 36360.00%0.03%0.04%Q4 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.01%Q3 2014Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q1 2014Q3 202336
JANE STREET GROUP, LLC 1410.00%0.00%0.02%Q3 2014Q3 202336
Keel Point, LLC 35350.06%2.15%5.72%Q1 2015Q3 202335
Hanson & Doremus Investment Management 35350.00%0.01%0.01%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.01%0.01%0.02%Q2 2015Q3 202334
SCHRODER INVESTMENT MANAGEMENT GROUP 2670.00%0.01%0.01%Q1 2015Q3 202333
FIRST MANHATTAN CO. LLC. 33330.00%0.01%0.01%Q3 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 3110.00%0.01%0.02%Q2 2015Q3 202332
REGIONS FINANCIAL CORP 1850.00%0.00%0.01%Q3 2015Q3 202331
PATHSTONE FAMILY OFFICE, LLC 30300.02%0.12%0.37%Q2 2016Q3 202330
Waverly Advisors, LLC 2460.09%0.94%1.57%Q2 2013Q3 202330
CITIGROUP INC 2710.00%0.00%0.00%Q4 2014Q3 202330
Private Advisor Group, LLC 2710.00%0.02%0.08%Q3 2014Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
Arete Wealth Advisors, LLC 29290.05%0.11%0.27%Q2 2016Q2 202329
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.00%Q3 2015Q3 202329
FIFTH THIRD SECURITIES, INC. 29290.01%0.72%2.24%Q3 2016Q3 202329
Vantage Investment Partners, LLC 29290.03%0.21%0.44%Q1 2016Q1 202329
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202329
BROWN ADVISORY INC 29290.00%0.01%0.01%Q3 2016Q3 202329
OPTIMUM INVESTMENT ADVISORS 2440.00%0.01%0.02%Q2 2014Q4 202328
Sargent Bickham Lagudis LLC 28280.12%0.66%2.93%Q1 2016Q4 202228
COMERICA BANK 2710.00%0.01%0.04%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.01%0.02%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.00%0.03%0.15%Q4 2016Q3 202328
HighTower Advisors, LLC 1520.00%0.00%0.02%Q4 2013Q3 202328
BLAIR WILLIAM & CO/IL 28280.01%0.02%0.06%Q4 2016Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2710.00%0.24%0.74%Q2 2013Q2 202128
Koshinski Asset Management, Inc. 1410.16%0.39%0.81%Q1 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.35%Q4 2016Q3 202327
Mirae Asset Global Investments Co., Ltd. 27270.02%0.54%2.68%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 1410.00%0.02%0.05%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Mariner, LLC 16100.01%0.01%0.04%Q3 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.06%Q2 2017Q3 202326
FRANKLIN RESOURCES INC 14120.00%0.00%0.02%Q1 2017Q3 202326
D.A. DAVIDSON & CO. 2420.00%0.03%0.05%Q1 2017Q3 202326
ALLIANCEBERNSTEIN L.P. 1420.00%0.01%0.02%Q1 2015Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.01%0.04%Q2 2013Q3 201926
OLD NATIONAL BANCORP /IN/ 26260.01%0.18%0.67%Q2 2017Q3 202326
Arbor Investment Advisors, LLC 2150.09%0.17%0.45%Q2 2014Q3 202326
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 25250.01%0.01%0.01%Q2 2016Q2 202225
SUN LIFE FINANCIAL INC 2140.07%0.75%6.75%Q4 2015Q1 202225
PARK AVENUE SECURITIES LLC 25250.02%0.03%0.08%Q3 2017Q3 202325
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.10%0.22%0.39%Q3 2014Q3 202325
C M BIDWELL & ASSOCIATES LTD 24240.19%0.66%1.14%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.00%0.01%Q3 2017Q2 202324
M&T BANK CORP 1310.00%0.00%0.06%Q2 2013Q3 202324
Financial Partners Group, Inc 24240.05%0.31%0.96%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.19%0.27%0.41%Q4 2017Q3 202324
Retirement Systems of Alabama 24240.00%0.00%0.00%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 24240.01%0.01%0.02%Q4 2017Q3 202324
BROWN BROTHERS HARRIMAN & CO 24240.00%0.00%0.00%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 23230.09%0.49%2.17%Q1 2018Q3 202323
FDx Advisors, Inc. 1220.07%0.24%0.53%Q2 2013Q2 201923
Gradient Investments LLC 2210.00%0.00%0.00%Q4 2014Q3 202323
Wealthcare Advisory Partners LLC 1390.00%0.02%0.06%Q1 2018Q3 202322
ATLAS CAPITAL ADVISORS LLC 12100.00%0.00%0.00%Q1 2018Q3 202322
MUFG Americas Holdings Corp 1660.00%0.00%0.00%Q1 2015Q3 202222
NEXT Financial Group, Inc 1620.01%0.48%1.43%Q1 2015Q4 202122
Allworth Financial LP 12100.00%0.01%0.02%Q4 2016Q3 202322
Cribstone Capital Management, LLC 22220.00%0.12%0.29%Q3 2017Q4 202222
CWM, LLC 1380.00%0.00%0.00%Q2 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 21210.01%0.02%0.05%Q3 2018Q3 202321
LEAVELL INVESTMENT MANAGEMENT, INC. 1740.02%0.05%0.14%Q1 2017Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
FIRST HAWAIIAN BANK 21210.04%0.07%0.09%Q3 2018Q3 202321
AdvisorNet Financial, Inc 1290.00%0.00%0.01%Q4 2017Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.11%0.20%0.38%Q3 2018Q3 202321
FARMERS & MERCHANTS INVESTMENTS INC 21210.00%0.00%0.00%Q3 2018Q3 202321
TELEMUS CAPITAL, LLC 20200.03%0.06%0.10%Q4 2018Q3 202320
Legacy Advisors, LLC 20200.31%2.36%6.23%Q3 2017Q2 202220
ARCADIA INVESTMENT MANAGEMENT CORP/MI 20200.02%0.02%0.02%Q4 2018Q3 202320
LVW Advisors, LLC 20200.26%1.46%3.07%Q4 2018Q3 202320
WealthShield Partners, LLC 1550.01%0.20%1.05%Q4 2017Q3 202320
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 20200.05%0.22%0.42%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.00%Q2 2018Q3 202320
STIFEL FINANCIAL CORP 1210.00%0.09%0.20%Q2 2016Q3 202320
Edge Capital Group, LLC 20200.09%0.16%0.20%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.03%Q4 2017Q3 202220
TRUIST FINANCIAL CORP 19190.00%0.02%0.04%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.03%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
COLDSTREAM CAPITAL MANAGEMENT INC 1040.10%0.17%0.29%Q4 2016Q3 202319
COMERICA SECURITIES,INC. 19190.10%0.16%0.21%Q1 2019Q3 202319
DIVIDEND ASSETS CAPITAL, LLC 1270.01%0.03%0.07%Q4 2017Q3 202319
Private Capital Group, LLC 18180.02%0.02%0.03%Q4 2017Q1 202218
TSFG, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
Financial Advisors Network, Inc. 1710.08%0.22%0.50%Q4 2018Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 1080.02%0.04%0.08%Q1 2019Q3 202318
Cerity Partners LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
Cordatus Wealth Management LLC 1040.17%0.34%0.67%Q4 2018Q3 202318
DEUTSCHE BANK AG\ 1220.00%0.00%0.01%Q1 2014Q3 202318
CENTAURUS FINANCIAL, INC. 1710.01%0.07%0.16%Q2 2018Q3 202318
Rathbones Group PLC 17170.01%0.01%0.02%Q3 2019Q3 202317
CPWM, LLC 1340.04%0.05%0.07%Q1 2018Q3 202217
MOODY NATIONAL BANK TRUST DIVISION 1430.01%0.20%0.53%Q4 2018Q3 202317
LINCOLN NATIONAL CORP 17170.01%0.03%0.05%Q3 2019Q3 202317
Kinsight, LLC 17177.07%10.35%14.00%Q2 2013Q2 201717
Commonwealth Equity Services, Inc 17170.00%0.01%0.02%Q3 2013Q3 201717
Larson Financial Group LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
Cetera Advisors LLC 510.01%0.02%0.03%Q3 2015Q3 202317
MGO ONE SEVEN LLC 17170.04%0.20%0.32%Q3 2019Q3 202317
Integrated Wealth Concepts LLC 17170.01%0.01%0.04%Q3 2019Q3 202317
THOROUGHBRED FINANCIAL SERVICES, LLC 1210.06%0.18%0.55%Q1 2019Q3 202317
PRIVATE TRUST CO NA 1420.01%0.04%0.06%Q4 2013Q3 202316
Prospera Financial Services Inc 1210.02%0.05%0.10%Q4 2013Q3 202316
CITIZENS FINANCIAL GROUP INC/RI 16160.02%0.04%0.07%Q1 2019Q4 202216
ADIRONDACK TRUST CO 16160.01%0.09%0.41%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.03%0.08%0.14%Q4 2019Q3 202316
Austin Private Wealth, LLC 16161.20%10.14%14.67%Q4 2019Q3 202316
SG Americas Securities, LLC 1120.00%0.01%0.04%Q3 2013Q1 201816
BREWIN DOLPHIN LTD 16160.00%0.00%0.01%Q4 2017Q3 202116
Sigma Planning Corp 1210.01%0.02%0.06%Q1 2018Q1 202316
AVANTAX ADVISORY SERVICES, INC. 16160.06%0.10%0.16%Q4 2019Q3 202316
FIFTH THIRD BANCORP 1410.00%0.00%0.00%Q2 2015Q3 202316
Fusion Capital, LLC 16163.57%4.22%4.83%Q4 2019Q3 202316
FineMark National Bank & Trust 1510.00%0.06%0.10%Q3 2016Q3 202316
Virtu Financial LLC 610.01%0.28%0.97%Q2 2013Q3 201916
StoneX Group Inc. 1230.12%0.26%0.88%Q1 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Renaissance Technologies 510.00%0.00%0.01%Q1 2018Q3 202315
CFM WEALTH PARTNERS LLC 15150.06%0.08%0.10%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
180 WEALTH ADVISORS, LLC 15150.17%0.19%0.24%Q1 2020Q3 202315
WHITTIER TRUST CO OF NEVADA INC 15150.00%0.00%0.00%Q1 2020Q3 202315
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 640.01%0.08%0.13%Q2 2019Q3 202315
AE Wealth Management LLC 1410.01%0.40%0.64%Q4 2019Q3 202315
Strategic Financial Services, Inc, 15150.05%0.06%0.07%Q1 2020Q3 202315
OPPENHEIMER & CO INC 1230.01%0.01%0.01%Q1 2017Q3 202115
PARAMETRIC PORTFOLIO ASSOCIATES LLC 960.00%0.00%0.00%Q2 2018Q1 202215
PLIMOTH TRUST CO LLC 14140.09%0.10%0.12%Q2 2020Q3 202314
Sowell Financial Services LLC 810.00%0.06%0.15%Q1 2019Q3 202314
Dorsey & Whitney Trust CO LLC 14140.07%0.07%0.09%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q2 2016Q3 202314
MSI Financial Services Inc 14140.00%0.01%0.02%Q3 2013Q4 201614
MACQUARIE GROUP LTD 14140.01%0.05%0.12%Q2 2020Q3 202314
Wakefield Asset Management LLLP 14140.46%0.53%0.63%Q2 2020Q3 202314
Guidance Point Advisors, LLC 14140.23%0.26%0.29%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.03%0.05%Q2 2020Q3 202314
AMERICAN INTERNATIONAL GROUP, INC. 910.00%0.00%0.00%Q2 2013Q4 201814
WHITTIER TRUST CO 14140.00%0.00%0.00%Q2 2020Q3 202314
Marble Harbor Investment Counsel, LLC 14140.14%0.16%0.19%Q2 2020Q3 202314
Zuckerman Investment Group, LLC 14140.07%0.30%0.41%Q2 2020Q3 202314
Global Wealth Management Investment Advisory, Inc. 14140.22%0.62%1.02%Q2 2020Q3 202314
Independent Order of Foresters 14144.69%5.47%6.70%Q2 2020Q3 202314
ASSETMARK, INC 620.00%0.00%0.00%Q4 2017Q3 202314
Linscomb & Williams, Inc. 14140.04%0.06%0.09%Q2 2020Q3 202314
Sunesis Advisors, LLC 1310.76%1.03%1.35%Q1 2020Q3 202314
S. R. Schill & Associates 13135.94%6.51%7.88%Q3 2020Q3 202313
Good Life Advisors, LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
Wealth CMT 850.58%1.05%3.44%Q1 2020Q2 202313
Stokes & Hubbell Capital Management, LLC 13130.07%0.24%0.55%Q3 2015Q3 201813
FIRST CITIZENS BANK & TRUST CO 13130.69%2.47%3.60%Q3 2020Q3 202313
RED CEDAR INVESTMENT MANAGEMENT, LLC 13133.90%6.60%13.74%Q3 2020Q3 202313
Relative Value Partners Group, LLC 850.03%0.03%0.04%Q2 2020Q3 202313
TOBIAS FINANCIAL ADVISORS, INC. 760.16%0.28%0.56%Q2 2020Q3 202313
Avestar Capital, LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
Geller Advisors LLC 1210.11%0.99%10.07%Q4 2018Q3 202313
Meridian Wealth Advisors, LLC 1210.02%0.39%0.62%Q4 2018Q3 202313
Adero Partners, LLC 13130.32%1.16%4.62%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
M Holdings Securities, Inc. 620.09%0.16%0.28%Q1 2018Q2 202313
Cetera Investment Advisers 12120.00%0.03%0.08%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.05%Q4 2018Q3 202112
Parkside Financial Bank & Trust 840.01%0.24%0.48%Q4 2017Q3 202312
Venturi Wealth Management, LLC 12120.10%2.51%4.11%Q4 2020Q3 202312
EATON VANCE MANAGEMENT 810.00%0.00%0.00%Q4 2014Q4 202112
First Allied Advisory Services, Inc. 610.00%0.03%0.06%Q2 2014Q3 201912
SignalPoint Asset Management, LLC 12120.09%0.11%0.12%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12121.28%1.46%1.67%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.40%0.49%0.68%Q4 2020Q3 202312
Ancora Advisors LLC 1110.00%0.00%0.04%Q4 2018Q3 202312
Golden State Wealth Management, LLC 930.06%0.09%0.14%Q1 2019Q1 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Litman Gregory Wealth Management LLC 1020.01%0.79%1.99%Q3 2020Q3 202312
Venture Visionary Partners LLC 12120.01%0.03%0.07%Q4 2020Q3 202312
Mosaic Family Wealth, LLC 750.09%0.16%0.38%Q4 2018Q4 202112
CORNERCAP INVESTMENT COUNSEL INC 710.06%0.19%0.54%Q3 2016Q1 202212
Brown Financial Advisory 12120.19%0.29%0.58%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12120.22%0.28%0.34%Q4 2015Q3 201812
BDO Wealth Advisors, LLC 1110.00%0.00%0.01%Q4 2019Q2 202312
1ST SOURCE BANK 12120.02%0.03%0.04%Q2 2020Q1 202312
Wealth Dimensions Group, Ltd. 12120.83%1.15%1.46%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 810.01%0.06%0.14%Q4 2015Q2 202111
Goldstein Munger & Associates 11110.11%0.30%0.39%Q1 2020Q3 202211
1st Global Advisors, Inc. 11110.12%0.17%0.28%Q4 2014Q2 201711
B. Riley Wealth Advisors, Inc. 11110.01%0.02%0.04%Q1 2021Q3 202311
Financial & Tax Architects, LLC 11111.33%2.77%4.92%Q1 2021Q3 202311
Beacon Pointe Advisors, LLC 11110.01%0.04%0.12%Q1 2021Q3 202311
BARCLAYS PLC 1010.00%0.00%0.00%Q3 2018Q3 202311
COMERICA SECURITIES INC 11110.14%0.22%0.26%Q2 2016Q4 201811
LPWM LLC 11110.11%0.13%0.14%Q1 2021Q3 202311
Foster Group, Inc. 11110.21%0.58%0.85%Q1 2021Q3 202311
Syntal Capital Partners, LLC 310.04%0.10%0.17%Q2 2014Q2 201911
CREDIT SUISSE AG/ 810.00%0.00%0.01%Q2 2014Q1 202311
Valeo Financial Advisors, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Benchmark Wealth Management, LLC 920.18%0.21%0.25%Q4 2019Q4 202211
WestHill Financial Advisors, Inc. 920.27%0.31%0.40%Q4 2020Q3 202311
Global Strategic Investment Solutions, LLC 11110.59%1.56%2.48%Q1 2021Q3 202311
Capital Advisors, Ltd. LLC 11110.01%0.06%0.10%Q1 2021Q3 202311
HighMark Wealth Management LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
HOWE & RUSLING INC 11110.00%0.07%0.22%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
TFC Financial Management, Inc. 11110.00%0.04%0.10%Q3 2020Q1 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 11110.02%0.16%0.26%Q1 2021Q3 202311
Halpern Financial, Inc. 11110.01%0.01%0.02%Q3 2020Q1 202311
STEPHENS INC /AR/ 11110.01%0.01%0.01%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 11110.00%0.01%0.02%Q4 2019Q2 202211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 920.02%0.06%0.09%Q2 2020Q1 202311
GUGGENHEIM CAPITAL LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.17%0.34%0.61%Q2 2020Q3 202310
Corient Capital Partners, LLC 910.03%0.05%0.06%Q4 2019Q3 202210
Taylor Hoffman Wealth Management 910.01%0.01%0.01%Q4 2017Q2 202010
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
CSM Advisors, LLC 10100.06%1.26%2.22%Q2 2021Q3 202310
Arlington Partners LLC 10100.26%0.60%0.89%Q1 2021Q2 202310
Brand Asset Management Group, Inc. 730.08%0.09%0.12%Q2 2018Q4 202210
VANGUARD GROUP INC 820.00%0.00%0.00%Q2 2017Q2 202110
WealthPLAN Partners, LLC 820.02%0.04%0.05%Q2 2020Q1 202310
Advisory Services Network, LLC 410.00%0.01%0.04%Q4 2013Q1 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
COMMERCE BANK 10100.00%0.00%0.01%Q2 2021Q3 202310
Banco Santander, S.A. 910.00%0.03%0.11%Q1 2017Q4 202110
PICTET ASSET MANAGEMENT LTD 510.00%0.01%0.02%Q2 2016Q4 202010
Brookstone Capital Management 10100.01%0.02%0.04%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.00%0.01%Q2 2021Q3 202310
Capstone Financial Advisors, Inc. 10100.11%0.22%0.38%Q2 2021Q3 202310
Aspire Private Capital, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Perigon Wealth Management, LLC 510.01%0.06%0.12%Q4 2018Q3 202310
Sound Income Strategies, LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
Running Point Capital Advisors, LLC 10100.00%0.09%0.18%Q2 2021Q3 202310
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 640.00%0.07%0.12%Q3 2020Q3 202310
First Bancorp, Inc /ME/ 910.50%0.63%0.82%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Triasima Portfolio Management inc. 10100.03%0.05%0.13%Q4 2020Q1 202310
MYCIO WEALTH PARTNERS, LLC 550.02%0.07%0.12%Q2 2013Q4 201910
TRUEWEALTH LLC 10100.03%0.04%0.10%Q4 2017Q1 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.01%0.02%Q2 2021Q3 202310
BB&T SECURITIES, LLC 10100.00%0.01%0.01%Q2 2017Q3 201910
JONES FINANCIAL COMPANIES LLLP 640.00%0.05%0.17%Q1 2021Q3 202310
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q1 2015Q2 202010
LAKE STREET ADVISORS GROUP, LLC 810.06%0.07%0.10%Q4 2017Q3 20239
B. Riley Wealth Management, Inc. 510.00%0.19%0.68%Q4 2014Q2 20229
Wealthspire Advisors, L.P. 990.00%0.01%0.01%Q1 2017Q1 20199
WEBSTER BANK, N. A. 540.00%0.04%0.08%Q1 2021Q3 20239
NBT BANK N A /NY 990.09%0.10%0.12%Q2 2013Q2 20159
FLOW TRADERS U.S. LLC 710.01%0.06%0.14%Q3 2017Q2 20229
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
DUBUQUE BANK & TRUST CO 630.02%0.02%0.02%Q3 2015Q1 20189
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
LOOMIS SAYLES & CO L P 810.00%0.00%0.00%Q4 2018Q1 20229
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.01%0.05%0.12%Q2 2020Q2 20229
FIRST NATIONAL BANK OF OMAHA 630.01%0.01%0.01%Q4 2020Q3 20239
Timber Hill LLC 410.00%0.01%0.04%Q4 2013Q2 20179
HawsGoodwin Investment Management LLC 990.00%0.04%0.11%Q4 2019Q4 20219
GLENMEDE TRUST CO NA 810.00%0.00%0.00%Q4 2018Q3 20239
ACIMA PRIVATE WEALTH, LLC 991.00%1.74%2.14%Q1 2020Q1 20229
CURIAN CAPITAL LLC 990.01%0.03%0.07%Q2 2013Q2 20159
First Horizon Advisors, Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
Sound View Wealth Advisors Group, LLC 630.03%0.07%0.11%Q1 2021Q3 20239
COLONY GROUP LLC 990.03%0.04%0.06%Q3 2021Q3 20239
Sound Financial Strategies Group, LLC 720.06%2.15%7.81%Q1 2021Q2 20239
FLAGSTAR ADVISORS INC 990.12%0.13%0.16%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 540.01%0.01%0.01%Q2 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
SCOTIA CAPITAL INC. 990.00%0.01%0.01%Q3 2021Q3 20239
Marcum Wealth, LLC 990.04%0.06%0.11%Q3 2021Q3 20239
Sage Mountain Advisors LLC 990.06%0.10%0.16%Q3 2021Q3 20239
Beaird Harris Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Roble, Belko & Company, Inc 880.03%0.04%0.05%Q1 2021Q4 20228
Round Table Services, LLC 880.12%0.24%0.39%Q4 2020Q3 20228
Aptus Capital Advisors, LLC 420.00%0.00%0.00%Q1 2021Q3 20238
Insight Inv LLC 880.01%0.01%0.01%Q4 2021Q3 20238
TAGStone Capital, Inc. 881.44%1.57%1.81%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.16%0.17%0.18%Q4 2021Q3 20238
Cornerstone Wealth Management, LLC 320.00%0.04%0.07%Q2 2018Q3 20238
Belpointe Asset Management LLC 880.01%0.01%0.02%Q2 2021Q1 20238
HFG Advisors, Inc. 880.31%0.34%0.38%Q4 2021Q3 20238
Rehmann Capital Advisory Group 320.01%0.02%0.05%Q1 2018Q3 20238
West Coast Financial LLC 880.07%0.15%0.20%Q3 2016Q2 20188
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.01%Q3 2016Q3 20188
Aveo Capital Partners, LLC 880.20%0.38%0.47%Q2 2021Q1 20238
Wealthquest Corp 880.05%0.12%0.17%Q2 2021Q1 20238
BALDWIN BROTHERS LLC/MA 410.00%0.00%0.01%Q1 2017Q4 20238
Hennion & Walsh Asset Management, Inc. 880.02%0.03%0.04%Q3 2021Q2 20238
Veritable, L.P. 880.01%0.03%0.04%Q3 2021Q2 20238
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HALBERT HARGROVE GLOBAL ADVISORS, LLC 880.02%0.12%0.15%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.01%0.60%1.55%Q4 2021Q3 20238
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 880.02%0.02%0.03%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Bison Wealth, LLC 880.01%0.01%0.03%Q4 2019Q3 20218
Phocas Financial Corp. 320.22%0.33%0.50%Q2 2020Q3 20228
WINTRUST INVESTMENTS LLC 880.18%0.21%0.28%Q1 2021Q4 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Pallas Capital Advisors LLC 880.03%0.05%0.09%Q2 2021Q1 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.17%0.24%0.29%Q4 2021Q3 20238
Investors Research Corp 880.00%0.01%0.03%Q4 2021Q3 20238
CreativeOne Wealth, LLC 620.01%0.02%0.04%Q1 2021Q2 20238
SUNTRUST BANKS INC 880.00%0.00%0.01%Q4 2017Q3 20198
Phoenix Holdings Ltd. 420.01%0.06%0.14%Q4 2020Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.02%0.02%Q2 2013Q1 20158
Sumitomo Mitsui Trust Holdings, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Lloyd Advisory Services, LLC. 880.08%0.10%0.11%Q2 2020Q1 20228
Peterson Financial Group, Inc. 880.34%0.43%0.74%Q4 2021Q3 20238
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2016Q4 20218
TRANSCEND CAPITAL ADVISORS, LLC 770.07%0.08%0.08%Q1 2022Q3 20237
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
Caprock Group, LLC 410.04%0.10%0.47%Q4 2015Q1 20207
EVOKE WEALTH, LLC 771.18%1.35%1.53%Q1 2022Q3 20237
Edge Advisors, LLC 770.07%0.08%0.09%Q4 2016Q2 20187
Fisher Asset Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.02%0.02%Q4 2017Q3 20197
FULTON BREAKEFIELD BROENNIMAN LLC 770.07%0.13%0.15%Q1 2022Q3 20237
BECK CAPITAL MANAGEMENT, LLC 770.35%1.26%2.36%Q3 2020Q1 20227
Powell Investment Advisors, LLC 770.11%0.18%0.22%Q1 2021Q3 20227
Realta Investment Advisors 410.00%0.01%0.02%Q1 2019Q2 20237
McLean Asset Management Corp 770.11%0.25%0.45%Q2 2022Q4 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.05%0.27%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Waldron Private Wealth LLC 770.02%0.04%0.05%Q4 2020Q2 20227
Emerald Advisors, LLC 770.12%0.16%0.20%Q1 2022Q3 20237
CITY HOLDING CO 770.01%0.01%0.01%Q2 2016Q4 20177
PRINCIPAL FINANCIAL GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
Vise Technologies, Inc. 771.03%1.50%1.70%Q1 2022Q3 20237
Quent Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Rosenberg Matthew Hamilton 770.00%0.00%0.00%Q3 2021Q1 20237
MCDONALD PARTNERS LLC 770.01%0.07%0.08%Q4 2020Q2 20227
Capital Investment Advisory Services, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Enterprise Bank & Trust Co 770.10%0.19%0.23%Q1 2022Q3 20237
Wedmont Private Capital 770.02%0.04%0.07%Q1 2022Q3 20237
NCM Capital Management, LLC 770.57%0.62%0.66%Q1 2022Q3 20237
Archer Investment Corp 770.00%0.08%0.14%Q1 2022Q3 20237
FSC Wealth Advisors, LLC 770.01%0.02%0.05%Q1 2022Q3 20237
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 770.15%0.17%0.18%Q1 2022Q3 20237
Equitable Holdings, Inc. 320.00%0.00%0.01%Q1 2021Q3 20237
First Western Trust Bank 770.22%0.37%0.60%Q1 2022Q3 20237
9258 Wealth Management, LLC 770.07%0.83%1.16%Q1 2022Q3 20237
ROPES WEALTH ADVISORS LLC 770.02%0.02%0.03%Q2 2018Q4 20197
CBIZ Investment Advisory Services, LLC 410.00%0.96%6.71%Q4 2019Q1 20227
Bridgeworth, LLC 510.07%0.29%0.72%Q2 2017Q4 20207
RKL Wealth Management LLC 770.04%0.05%0.05%Q1 2022Q3 20237
WEBSTERROGERS FINANCIAL ADVISORS, LLC 770.22%1.98%3.04%Q4 2020Q2 20227
SIGNATUREFD, LLC 770.00%0.02%0.03%Q1 2022Q3 20237
Econ Financial Services Corp 770.11%1.30%4.49%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.13%0.13%0.14%Q1 2022Q3 20237
IndexIQ Advisors LLC 410.00%0.00%0.00%Q3 2015Q4 20177
Qube Research & Technologies Ltd 320.00%0.00%0.00%Q2 2021Q3 20237
Pegasus Partners Ltd. 770.80%1.02%1.11%Q1 2022Q3 20237
Southland Equity Partners LLC 610.07%0.13%0.20%Q4 2020Q2 20237
Rockbridge Investment Management, LCC 770.46%0.54%0.60%Q2 2020Q4 20217
Essex Financial Services, Inc. 520.01%0.02%0.03%Q4 2021Q3 20237
Comprehensive Financial Management LLC 770.12%0.24%0.79%Q4 2019Q2 20217
Pinnacle Bancorp, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.03%0.05%Q4 2021Q2 20237
Cadent Capital Advisors, LLC 771.29%1.97%2.34%Q4 2020Q2 20227
Patriot Financial Group Insurance Agency, LLC 660.00%0.03%0.04%Q1 2020Q2 20216
Rothschild & Co Wealth Management UK Ltd 660.02%0.02%0.03%Q3 2019Q4 20206
Hexagon Capital Partners LLC 660.01%0.02%0.06%Q2 2022Q3 20236
Turim 21 Investimentos Ltda. 510.00%0.00%0.02%Q4 2020Q2 20226
Coombe, Bender & Co LLC 660.43%0.50%0.58%Q2 2022Q3 20236
Retirement Group, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Kore Private Wealth LLC 310.02%0.10%0.47%Q4 2018Q1 20216
TCI Wealth Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Manchester Capital Management LLC 420.00%0.09%0.14%Q1 2019Q4 20226
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q1 2020Q2 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Berman Capital Advisors, LLC 660.02%0.02%0.03%Q2 2020Q3 20216
Redhawk Wealth Advisors, Inc. 510.08%0.14%0.19%Q1 2021Q4 20226
Selective Wealth Management, Inc. 660.00%0.01%0.02%Q2 2021Q3 20226
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q4 2021Q3 20236
NATIXIS ADVISORS, L.P. 660.04%0.32%0.62%Q2 2022Q3 20236
Heritage Investment Group, Inc. 660.99%1.15%1.30%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
WEDBUSH SECURITIES INC 660.02%0.03%0.04%Q4 2020Q1 20226
McClarren Financial Advisors, Inc. 510.00%0.05%0.10%Q1 2022Q3 20236
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Angeles Investment Advisors, LLC 510.16%1.19%4.28%Q2 2020Q1 20226
Wealthspire Advisors, LLC 510.00%0.00%0.01%Q4 2018Q3 20236
Echo Wealth Management, LLC 660.26%0.44%0.52%Q4 2020Q1 20226
Apollon Wealth Management, LLC 660.01%0.04%0.08%Q2 2022Q3 20236
KING LUTHER CAPITAL MANAGEMENT CORP 660.00%0.00%0.01%Q1 2014Q2 20156
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
SEI INVESTMENTS CO 210.00%0.00%0.00%Q4 2015Q2 20185
Hoover Financial Advisors, Inc. 550.02%0.02%0.03%Q2 2020Q2 20215
MATRIX PRIVATE CAPITAL GROUP LLC 550.00%0.00%0.01%Q1 2021Q1 20225
HBW ADVISORY SERVICES LLC 550.18%0.22%0.26%Q2 2022Q2 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.00%0.01%Q1 2015Q1 20235
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Executive Wealth Management, LLC 410.00%0.11%0.23%Q4 2018Q4 20215
SALEM CAPITAL MANAGEMENT INC 550.22%0.45%0.65%Q4 2020Q4 20215
Freedom Investment Management, Inc. 550.05%0.09%0.13%Q4 2020Q4 20215
Summit Global Investments 310.04%0.06%0.09%Q1 2021Q3 20225
Personal Capital Advisors Corp 550.00%0.00%0.00%Q4 2021Q4 20225
Goelzer Investment Management, Inc. 550.03%0.07%0.09%Q2 2022Q2 20235
BUCKINGHAM STRATEGIC WEALTH, LLC 320.00%0.01%0.01%Q1 2021Q2 20225
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Red Tortoise LLC 410.00%0.04%0.10%Q3 2021Q3 20235
Clearstead Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Traynor Capital Management, Inc. 550.03%0.04%0.04%Q4 2020Q4 20215
Paracle Advisors, LLC 550.28%0.39%0.50%Q1 2020Q1 20215
B.O.S.S. Retirement Advisors, LLC 550.28%0.30%0.33%Q4 2022Q4 20235
CARDIFF PARK ADVISORS, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
CAROLINAS WEALTH CONSULTING LLC 410.00%0.01%0.02%Q4 2021Q3 20235
REGENTATLANTIC CAPITAL LLC 550.01%0.01%0.01%Q3 2021Q3 20225
HBK Sorce Advisory LLC 410.01%0.01%0.02%Q3 2020Q3 20235
Global Trust Asset Management, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.03%Q4 2016Q4 20175
InterOcean Capital Group, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Tennessee Valley Asset Management Partners 550.12%0.14%0.16%Q3 2022Q3 20235
Estate Counselors, LLC 320.04%0.17%0.36%Q1 2017Q3 20185
Ironsides Asset Advisors, LLC 550.14%0.15%0.16%Q4 2020Q4 20215
Shamrock Asset Management LLC 550.01%0.01%0.01%Q2 2017Q2 20185
Anchor Investment Management, LLC 550.00%0.01%0.01%Q2 2018Q2 20195
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 320.00%0.00%0.00%Q4 2021Q1 20235
Tranquility Partners, LLC 550.11%0.12%0.14%Q3 2022Q3 20235
SYNOVUS FINANCIAL CORP 410.00%0.00%0.00%Q2 2021Q2 20235
Robbins Farley 210.00%0.00%0.00%Q4 2020Q3 20235
Divergent Wealth Advisors 551.31%1.48%1.78%Q4 2018Q4 20195
Versant Capital Management, Inc 550.01%0.01%0.01%Q4 2022Q4 20235
City State Bank 410.00%0.01%0.01%Q4 2021Q1 20235
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Castellan Group 550.36%4.54%10.46%Q4 2020Q4 20215
Braun-Bostich & Associates Inc. 551.00%1.15%1.32%Q2 2022Q2 20235
Centric Wealth Management 550.09%0.10%0.12%Q4 2020Q4 20215
FORTEM FINANCIAL GROUP, LLC 550.10%1.72%2.28%Q1 2021Q1 20225
DAVENPORT & Co LLC 550.00%0.01%0.01%Q3 2017Q3 20185
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TimeScale Financial, Inc. 320.01%0.01%0.02%Q2 2019Q3 20215
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
WIN ADVISORS, INC 550.00%0.00%0.00%Q4 2021Q4 20225
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q4 2013Q4 20214
Concord Wealth Partners 440.01%0.01%0.02%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2013Q2 20174
Allegiance Financial Group Advisory Services LLC 441.94%2.43%3.09%Q4 2022Q3 20234
Stonegate Investment Group, LLC 310.01%0.01%0.01%Q1 2022Q3 20234
New Millennium Group LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Colony Family Offices, LLC 440.13%0.16%0.18%Q1 2022Q4 20224
Foundations Investment Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
McIlrath & Eck, LLC 440.13%0.71%1.53%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 443.41%4.72%6.37%Q1 2021Q4 20214
INSIGNEO ADVISORY SERVICES, LLC 440.17%0.26%0.40%Q4 2022Q3 20234
Simplicity Wealth,LLC 442.32%2.58%2.72%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.01%0.01%Q1 2021Q4 20214
SeaCrest Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Alera Investment Advisors, LLC 440.08%0.10%0.11%Q1 2022Q4 20224
Sepio Capital, LP 220.02%0.03%0.06%Q1 2020Q1 20214
Claro Advisors LLC 310.01%0.06%0.09%Q4 2018Q1 20224
New Republic Capital, LLC 440.03%0.25%0.36%Q4 2022Q3 20234
Regal Wealth Group, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
Gainplan LLC 440.55%0.93%1.53%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Keystone Financial Group 440.04%0.04%0.04%Q1 2021Q4 20214
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Clear Perspectives Financial Planning, LLC 220.00%0.00%0.00%Q3 2021Q1 20234
LEVEL FOUR FINANCIAL, LLC 440.20%0.24%0.28%Q4 2020Q3 20214
First PREMIER Bank 440.01%0.01%0.01%Q2 2022Q1 20234
DOWLING & YAHNKE LLC 310.00%0.03%0.04%Q4 2019Q1 20224
BANQUE PICTET & CIE SA 440.01%0.01%0.02%Q4 2016Q3 20174
Lido Advisors, LLC 440.00%0.22%0.39%Q4 2022Q3 20234
ZEKE CAPITAL ADVISORS, LLC 440.16%0.17%0.18%Q1 2022Q4 20224
Cassaday & Co Wealth Management LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.84%1.08%1.32%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Van Leeuwen & Company, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.01%0.02%Q2 2021Q2 20224
Kovitz Investment Group Partners, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.33%1.54%2.79%Q4 2022Q3 20234
Caerus Investment Advisors, LLC 440.46%0.49%0.54%Q4 2021Q3 20224
First Citizens Asset Management, Inc. 441.77%2.14%2.58%Q4 2022Q3 20234
Lenox Wealth Advisors, LLC 310.00%0.00%0.01%Q4 2019Q1 20224
IPG Investment Advisors LLC 440.05%0.07%0.08%Q1 2021Q4 20214
CHILDRESS CAPITAL ADVISORS, LLC 310.08%0.09%0.10%Q3 2021Q2 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q3 2020Q2 20214
Scott Capital Advisors, LLC 440.92%5.41%12.70%Q4 2021Q3 20224
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2018Q2 20234
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q3 20224
Quintet Private Bank (Europe) S.A. 310.01%0.01%0.01%Q2 2022Q3 20234
SFMG, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.05%0.22%0.38%Q4 2021Q3 20224
COUNTRY CLUB BANK /GFN 440.42%0.44%0.46%Q4 2022Q3 20234
Olistico Wealth, LLC 440.24%0.24%0.26%Q4 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.24%0.27%0.29%Q4 2014Q3 20154
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.01%0.02%Q1 2019Q2 20224
Prestige Wealth Management Group LLC 440.04%0.04%0.04%Q4 2018Q3 20194
Advisor OS, LLC 440.21%0.28%0.40%Q1 2021Q4 20214
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.08%0.48%0.94%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Simplicity Solutions, LLC 310.11%0.60%0.82%Q2 2020Q2 20234
Atria Investments, Inc 220.02%0.05%0.07%Q1 2021Q4 20224
Lion Street Advisors, LLC 440.65%1.24%2.09%Q4 2019Q3 20204
Fortis Advisors, LLC 220.00%0.03%0.06%Q2 2022Q2 20234
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2021Q3 20234
Trexquant Investment LP 110.01%0.02%0.04%Q4 2021Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.12%0.28%0.53%Q4 2021Q3 20224
St. Louis Trust Co 440.60%0.68%0.76%Q4 2022Q3 20234
Kazazian Asset Management, LLC 444.40%5.47%6.60%Q4 2018Q3 20194
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Winfield Associates, Inc. 330.00%0.00%0.00%Q4 2015Q2 20163
TEXAS CAPITAL BANCSHARES INC/TX 330.17%0.24%0.29%Q3 2013Q1 20143
SII INVESTMENTS INC/WI 210.01%0.01%0.02%Q3 2016Q2 20173
Neuberger Berman Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
ONE Advisory Partners, LLC 330.13%0.13%0.14%Q3 2022Q1 20233
Main Management LLC 330.01%0.86%2.52%Q2 2022Q4 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
PSI Advisors, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Hound Partners 333.44%4.41%5.42%Q3 2021Q1 20223
Cornerstone Wealth Group, LLC 330.63%0.65%0.69%Q1 2023Q3 20233
SigFig Wealth Management, LLC 330.35%0.41%0.45%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
People's United Financial, Inc. 210.00%0.14%0.41%Q2 2018Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Jaffetilchin Investment Partners, LLC 210.12%0.75%1.80%Q2 2018Q2 20193
Headlands Technologies LLC 210.02%0.08%0.17%Q4 2022Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Leelyn Smith, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
YorkBridge Wealth Partners, LLC 330.02%0.03%0.03%Q4 2018Q2 20193
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DHK Financial Advisors, Inc. 330.31%0.36%0.45%Q1 2023Q3 20233
Canton Hathaway, LLC 330.08%0.09%0.09%Q3 2020Q1 20213
Flagship Private Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q2 20213
Partnervest Advisory Services LLC 330.08%0.09%0.10%Q1 2019Q3 20193
First Personal Financial Services 330.00%0.00%0.00%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2015Q1 20223
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
GIRARD PARTNERS LTD. 330.50%0.56%0.60%Q1 2023Q3 20233
Sandy Spring Bank 210.00%0.00%0.00%Q3 2018Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q1 2022Q3 20223
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.00%0.00%Q2 2016Q2 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.01%0.02%Q4 2020Q4 20223
Allianz Asset Management GmbH 330.00%0.00%0.01%Q3 2020Q1 20213
Procyon Advisors, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Professional Financial Advisors, LLC 330.05%0.06%0.07%Q2 2021Q4 20213
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 330.17%0.18%0.20%Q1 2022Q3 20223
NEW ENGLAND SECURITIES CORP /MA/ 330.02%0.02%0.02%Q2 2014Q4 20143
PICTET ASSET MANAGEMENT SA 210.00%0.00%0.00%Q3 2021Q4 20223
MARIPAU WEALTH MANAGEMENT LLC 330.24%0.27%0.30%Q4 2021Q2 20223
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2021Q2 20233
Eudaimonia Partners, LLC 210.01%0.05%0.07%Q1 2021Q4 20223
Financial Architects, Inc 210.03%0.03%0.03%Q4 2021Q1 20233
Quantbot Technologies LP 210.00%0.03%0.07%Q4 2019Q1 20223
Cedar Brook Financial Partners, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
HC FINANCIAL ADVISORS INC 330.02%0.03%0.04%Q4 2021Q2 20223
WEALTHSOURCE PARTNERS, LLC 110.01%0.03%0.06%Q2 2018Q1 20223
OLD MISSION CAPITAL LLC 210.06%0.07%0.08%Q1 2019Q2 20213
HAZLETT, BURT & WATSON, INC. 210.02%0.03%0.04%Q1 2022Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.03%Q1 2022Q4 20223
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.18%0.31%0.57%Q1 2023Q3 20233
ETRADE Capital Management LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Asset Dedication, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q1 20213
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2023Q3 20233
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.52%0.63%0.75%Q1 2015Q3 20153
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.04%0.04%0.05%Q1 2022Q3 20223
Nalls Sherbakoff Group, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
TRUE Private Wealth Advisors 110.00%0.00%0.01%Q3 2018Q4 20193
Vivaldi Capital Management LP 330.12%0.14%0.16%Q2 2020Q4 20203
GeoWealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Truadvice, LLC 330.06%0.10%0.17%Q4 2020Q2 20213
Mitsubishi UFJ Asset Management (UK) Ltd. 220.42%0.65%0.88%Q4 2021Q1 20222
Greenwich Wealth Management LLC 220.05%0.05%0.06%Q3 2016Q4 20162
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2017Q4 20172
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2023Q2 20232
Tidal Investments LLC 220.03%0.04%0.05%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q3 20232
Savior LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Moran Wealth Management, LLC 220.04%0.05%0.06%Q4 2022Q1 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
AVAII WEALTH MANAGEMENT, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
FourThought Financial Partners, LLC 220.19%0.20%0.21%Q4 2022Q1 20232
Endowment Wealth Management, Inc. 220.20%0.20%0.20%Q2 2023Q3 20232
Virtue Capital Management, LLC 220.02%0.02%0.03%Q4 2017Q1 20182
Texas Capital Bank Wealth Management Services Inc 220.04%0.04%0.05%Q2 2023Q3 20232
IFG Advisory, LLC 220.03%0.04%0.04%Q4 2020Q1 20212
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q3 20182
Curbstone Financial Management Corp 220.14%0.14%0.15%Q4 2015Q1 20162
Fortis Capital Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
CVA Family Office, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
MITCHELL MCLEOD PUGH & WILLIAMS INC 220.07%0.07%0.07%Q2 2023Q3 20232
PFG Investments, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
DIXON HUBARD FEINOUR & BROWN INC/VA 220.16%0.16%0.16%Q1 2022Q2 20222
ORG Partners LLC 220.01%0.03%0.04%Q2 2023Q3 20232
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.02%0.02%0.03%Q2 2022Q2 20232
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20202
LETKO, BROSSEAU & ASSOCIATES INC 220.01%0.01%0.01%Q2 2023Q3 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PITCAIRN CO 110.15%0.19%0.24%Q4 2018Q1 20232
Advisors Preferred, LLC 221.45%1.45%1.45%Q4 2013Q1 20142
Balentine LLC 220.03%0.05%0.06%Q4 2015Q1 20162
Pasadena Private Wealth, LLC 220.06%0.08%0.09%Q4 2021Q1 20222
CX Institutional 220.15%0.17%0.18%Q2 2023Q3 20232
WFA of San Diego, LLC 110.00%0.01%0.01%Q2 2022Q4 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.04%0.04%0.04%Q2 2022Q3 20222
EisnerAmper Wealth Management Corporate Benefits, LLC 221.40%1.49%1.57%Q3 2023Q4 20232
Vestmark Advisory Solutions, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Kingdom Financial Group LLC. 222.22%2.34%2.45%Q2 2023Q3 20232
Resolute Advisors LLC 220.02%0.02%0.02%Q1 2023Q2 20232
CHOREO, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
FourThought Financial, LLC 220.06%0.09%0.13%Q2 2022Q3 20222
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
PVG ASSET MANAGEMENT CORP 224.50%4.67%4.84%Q3 2022Q4 20222
PINNACLE FINANCIAL PARTNERS INC 220.01%0.01%0.01%Q3 2021Q4 20212
Financial Enhancement Group LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Pine Valley Investments Ltd Liability Co 220.02%0.02%0.02%Q2 2023Q3 20232
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q3 20222
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
FUKOKU MUTUAL LIFE INSURANCE Co 220.17%0.19%0.22%Q3 2019Q4 20192
Level Financial Advisors 220.03%0.03%0.04%Q2 2022Q3 20222
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q4 2020Q1 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Avion Wealth 220.00%0.00%0.00%Q3 2022Q4 20222
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
Hamilton Point Investment Advisors, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
Y.D. More Investments Ltd 220.01%0.01%0.01%Q4 2022Q1 20232
Faithward Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sonora Investment Management, LLC 220.01%0.01%0.02%Q1 2021Q2 20212
Advisory Alpha, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Sandy Cove Advisors, LLC 220.28%0.28%0.29%Q2 2023Q3 20232
DARK FOREST CAPITAL MANAGEMENT LP 220.16%0.18%0.21%Q2 2023Q3 20232
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.01%0.02%Q3 2018Q4 20182
Wealth Architects, LLC 220.15%0.15%0.16%Q4 2014Q1 20152
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.01%0.01%Q4 2015Q1 20162
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q2 20232
HRT FINANCIAL LP 220.01%0.01%0.02%Q1 2021Q2 20212
Orion Portfolio Solutions, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
F3Logic, LLC 220.43%0.45%0.46%Q1 2021Q2 20212
PFW Advisors LLC 220.73%0.74%0.75%Q2 2023Q3 20232
Hamilton Wealth, LLC 220.12%2.06%4.00%Q4 2020Q1 20212
Advisor Resource Council 110.02%0.02%0.03%Q4 2021Q2 20222
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
Oak Grove Capital LLC 220.26%0.27%0.28%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TOTAL INVESTMENT MANAGEMENT INC 220.07%0.09%0.11%Q3 2021Q4 20212
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
CERTUITY, LLC 220.32%0.34%0.37%Q2 2022Q3 20222
Summit Trail Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
IMC-Chicago, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Squarepoint Ops LLC 220.03%0.03%0.03%Q4 2022Q1 20232
LFA - Lugano Financial Advisors SA 220.06%0.08%0.10%Q2 2023Q3 20232
EPG Wealth Management LLC 220.00%0.01%0.02%Q4 2021Q1 20222
DUNCKER STREETT & CO INC 220.00%0.00%0.00%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
Twin Tree Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Sageworth Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
CONSILIO WEALTH ADVISORS, LLC 113.41%3.41%3.41%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2022Q3 20221
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Checchi Capital Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Edge Wealth Management LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Walleye Capital LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Jefferies Group LLC 110.09%0.09%0.09%Q3 2019Q3 20191
COLUMBUS CIRCLE INVESTORS 110.01%0.01%0.01%Q4 2018Q4 20181
Legend Financial Advisors, Inc. 110.24%0.24%0.24%Q3 2020Q3 20201
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2021Q3 20211
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q3 2023Q3 20231
Castleview Partners, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BluePath Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.20%0.20%0.20%Q1 2020Q1 20201
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Moab Capital Partners 111.27%1.27%1.27%Q4 2018Q4 20181
GABLES CAPITAL MANAGEMENT INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Canvas Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
O'Dell Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q3 2023Q3 20231
Riverview Trust Co 110.02%0.02%0.02%Q1 2023Q1 20231
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEOS Investment Management LLC 111.55%1.55%1.55%Q3 2023Q3 20231
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Proficio Capital Partners LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Heritage Wealth Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NexWave Capital Partners LLC 111.35%1.35%1.35%Q4 2020Q4 20201
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PALISADE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q2 2020Q2 20201
Berkeley Capital Partners, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Bull Oak Capital, LLC 113.11%3.11%3.11%Q4 2021Q4 20211
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Charles Schwab Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Ground Swell Capital, LLC 110.82%0.82%0.82%Q1 2022Q1 20221
Black Diamond Financial, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Redwood Financial Network Corp 110.22%0.22%0.22%Q1 2022Q1 20221
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q1 2023Q1 20231
AXA S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Starfire Investment Advisers, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
Karp Capital Management Corp 110.07%0.07%0.07%Q1 2020Q1 20201
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Cardan Capital Partners, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Hayden Royal, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Peregrine Asset Advisers, Inc. 110.09%0.09%0.09%Q2 2021Q2 20211
FIRST COMMUNITY TRUST NA 110.00%0.00%0.00%Q2 2022Q2 20221
Jump Financial, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Consolidated Portfolio Review Corp 110.05%0.05%0.05%Q2 2023Q2 20231
Rise Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Carroll Investors, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Blume Capital Management, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Swift Run Capital 110.37%0.37%0.37%Q1 2018Q1 20181
Fiera Capital Corp 110.00%0.00%0.00%Q4 2018Q4 20181
IBERIABANK CORP 110.32%0.32%0.32%Q4 2012Q4 20121
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DT Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.05%0.05%0.05%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DecisionPoint Financial, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q2 2023Q2 20231
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Narwhal Capital Management 110.03%0.03%0.03%Q1 2021Q1 20211
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.82%0.82%0.82%Q4 2022Q4 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
FIDUCIARY TRUST CO 110.00%0.00%0.00%Q2 2017Q2 20171
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
FOSTER DYKEMA CABOT & CO INC/MA 110.02%0.02%0.02%Q2 2023Q2 20231
Baron Wealth Management LLC 110.32%0.32%0.32%Q4 2022Q4 20221
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q2 2013Q2 20131
Richwood Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Park Edge Advisors, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Pictet North America Advisors SA 110.15%0.15%0.15%Q4 2016Q4 20161
PATTON FUND MANAGEMENT, INC. 110.24%0.24%0.24%Q4 2022Q4 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Capital Analysts, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Kovack Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
20/20 Capital Management, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 1116.60%16.60%16.60%Q4 2015Q4 20151
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2016Q3 20161
Clarfeld Financial Advisors, LLC 110.68%0.68%0.68%Q4 2018Q4 20181
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Choate Investment Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
WILLIAMS JONES & ASSOCIATES LLC 110.05%0.05%0.05%Q3 2016Q3 20161
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Arlington Financial Advisors, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Merriman Wealth Management, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Keel Point Advisors, LLC 113.93%3.93%3.93%Q4 2014Q4 20141
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q4 2014Q4 20141
BLB&B Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Resurgent Financial Advisors LLC 110.11%0.11%0.11%Q4 2022Q4 20221
PRUDENTIAL PLC 110.00%0.00%0.00%Q2 2017Q2 20171
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Yelin Lapidot Holdings Management Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Altman Advisors, Inc. 110.48%0.48%0.48%Q4 2018Q4 20181
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TCG Advisors, LP 110.01%0.01%0.01%Q2 2019Q2 20191
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Well Done, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Cordant, Inc. 110.32%0.32%0.32%Q1 2021Q1 20211
Guild Investment Management, Inc. 110.22%0.22%0.22%Q1 2017Q1 20171
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Carter Financial Group, INC. 110.39%0.39%0.39%Q1 2022Q1 20221
Wolf Group Capital Advisors 110.06%0.06%0.06%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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