VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
FOSTER & MOTLEY INC 42420.61%0.96%1.52%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.12%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.19%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.06%0.11%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.09%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.04%0.12%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.05%Q2 2013Q3 202342
Bangor Savings Bank 40400.17%1.61%8.73%Q4 2013Q3 202340
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2013Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.01%Q3 2014Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.40%1.10%Q3 2017Q3 202337
UBS Group AG 36360.00%0.03%0.20%Q4 2014Q3 202336
Creative Planning 3320.00%0.16%0.58%Q4 2014Q3 202335
STIFEL FINANCIAL CORP 2210.00%0.02%0.06%Q1 2014Q3 202335
US BANCORP \DE\ 34340.00%0.00%0.00%Q2 2015Q3 202334
AMERIPRISE FINANCIAL INC 3130.00%0.03%0.07%Q1 2014Q3 202334
Cambridge Investment Research Advisors, Inc. 34340.01%0.08%0.26%Q2 2015Q3 202334
BANK OF MONTREAL /CAN/ 1620.00%0.00%0.01%Q1 2015Q3 202333
CITIGROUP INC 2010.00%0.00%0.02%Q2 2013Q3 202333
Transamerica Financial Advisors, Inc. 1710.00%0.20%1.12%Q2 2013Q3 202332
JPMORGAN CHASE & CO 31310.00%0.03%0.29%Q1 2016Q3 202331
Community Bank, N.A. 31310.00%0.18%0.55%Q1 2016Q3 202331
American Investment Services, Inc. 31310.06%0.10%0.14%Q2 2014Q4 202131
IFP Advisors, Inc 17130.00%0.02%0.16%Q1 2016Q3 202330
NOTTINGHAM ADVISORS, INC. 30300.14%3.20%6.08%Q2 2016Q3 202330
SIGNET FINANCIAL MANAGEMENT, LLC 30300.06%0.40%1.00%Q2 2016Q3 202330
ENVESTNET ASSET MANAGEMENT INC 2460.00%0.04%0.10%Q1 2016Q3 202330
RKL Wealth Management LLC 28280.21%1.65%2.21%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.82%1.29%2.33%Q4 2016Q3 202328
BlackRock Inc. 18100.00%0.00%0.00%Q4 2015Q4 202228
Stratos Wealth Partners, LTD. 15130.00%0.02%0.04%Q2 2015Q3 202328
Raymond James Financial Services Advisors, Inc. 1470.00%0.05%0.13%Q2 2016Q3 202328
JAG CAPITAL MANAGEMENT, LLC 28280.03%0.08%0.18%Q1 2015Q4 202128
SYNOVUS FINANCIAL CORP 2320.00%0.44%1.02%Q3 2014Q3 202328
Alexandria Capital, LLC 28280.79%2.40%4.90%Q4 2014Q3 202128
AE Wealth Management LLC 28280.10%0.72%1.93%Q4 2016Q3 202328
WBH ADVISORY INC 2530.08%0.82%1.58%Q3 2016Q3 202328
Bank of New York Mellon Corp 1910.00%0.00%0.02%Q3 2015Q3 202328
WEBSTER BANK, N. A. 28280.00%0.01%0.02%Q4 2016Q3 202328
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1986.11%7.94%9.40%Q1 2016Q3 202327
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 27270.00%1.06%1.80%Q1 2017Q3 202327
ASSETMARK, INC 1720.00%0.13%0.55%Q2 2014Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.17%0.47%Q2 2017Q3 202326
Patriot Financial Group Insurance Agency, LLC 26260.00%0.06%0.13%Q2 2017Q3 202326
Gilbert & Cook, Inc. 26260.11%0.30%0.50%Q2 2017Q3 202326
Private Advisor Group, LLC 2150.01%0.01%0.04%Q3 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.05%0.32%Q2 2017Q3 202326
Morningstar Investment Services LLC 26260.61%1.32%2.13%Q2 2017Q3 202326
UNITED CAPITAL FINANCIAL ADVISORS, LLC 26260.07%0.18%0.50%Q2 2017Q3 202326
Global Retirement Partners, LLC 1870.01%0.01%0.02%Q2 2017Q3 202325
WEALTHCARE CAPITAL MANAGEMENT LLC 2410.00%0.03%0.11%Q1 2014Q3 202325
JANE STREET GROUP, LLC 810.00%0.02%0.04%Q4 2014Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 2320.00%0.02%0.06%Q2 2013Q4 201925
RAYMOND JAMES & ASSOCIATES 2230.00%0.03%0.08%Q1 2016Q3 202325
TRUIST FINANCIAL CORP 25250.01%0.04%0.07%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
Cambria Investment Management, L.P. 24240.33%1.02%2.39%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.04%0.22%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.43%1.54%Q4 2017Q3 202324
FC Advisory LLC 24240.13%0.47%0.81%Q1 2018Q4 202324
TOTH FINANCIAL ADVISORY CORP 24240.00%0.00%0.00%Q4 2017Q3 202324
GenWealth Group, Inc. 24240.08%0.23%0.46%Q4 2017Q3 202324
ALPS ADVISORS INC 24240.02%0.12%0.22%Q4 2017Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
Columbus Macro, LLC 23230.07%0.12%0.58%Q1 2018Q3 202323
OLD NATIONAL BANCORP /IN/ 23230.09%0.41%0.60%Q1 2018Q3 202323
Atria Investments, Inc 2120.02%1.03%3.36%Q1 2017Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.02%Q4 2015Q3 202323
Steward Partners Investment Advisory, LLC 23230.01%0.07%0.19%Q1 2018Q3 202323
Sandy Spring Bank 23230.00%0.02%0.08%Q1 2018Q3 202323
Gradient Investments LLC 1710.00%0.00%0.01%Q3 2015Q3 202323
LifePlan Financial Group, Inc 2210.04%1.03%3.46%Q1 2014Q3 202023
Valmark Advisers, Inc. 22221.10%1.63%3.49%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.17%0.34%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.00%0.02%Q2 2018Q3 202322
Mitsubishi UFJ Asset Management Co., Ltd. 22220.10%0.91%2.03%Q2 2018Q3 202322
FormulaFolio Investments, LLC 12100.01%0.53%6.58%Q3 2015Q2 202122
RiverFront Investment Group, LLC 22220.86%2.57%4.44%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.03%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.02%0.09%0.29%Q2 2018Q3 202322
FMR LLC 2110.00%0.00%0.03%Q1 2017Q3 202322
Citadel Advisors 810.00%0.00%0.00%Q4 2016Q3 202322
WealthShield Partners, LLC 1390.04%0.27%0.53%Q4 2017Q3 202322
NEXT Financial Group, Inc 1110.01%0.04%0.14%Q3 2014Q4 202122
REGIONS FINANCIAL CORP 1560.00%0.03%0.06%Q4 2017Q3 202321
STATE STREET CORP 1810.00%0.02%0.04%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.05%0.12%Q3 2018Q3 202321
AllSquare Wealth Management LLC 1920.02%0.03%0.04%Q4 2014Q3 202321
SouthState Corp 1310.01%0.07%0.21%Q2 2013Q3 202321
Clear Perspective Advisors, LLC 21210.16%1.62%6.27%Q4 2016Q4 202121
HANCOCK WHITNEY CORP 21210.16%0.91%1.88%Q3 2018Q3 202321
PROFFITT & GOODSON INC 20201.74%2.99%7.70%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 1190.00%0.62%2.59%Q4 2017Q3 202320
Baird Financial Group, Inc. 1820.00%0.06%0.31%Q3 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.06%0.15%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.03%0.11%Q4 2018Q3 202320
Keel Point, LLC 20200.09%0.51%1.29%Q4 2018Q3 202320
NWAM LLC 20200.04%0.11%0.26%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
IndexIQ Advisors LLC 1730.01%0.52%2.00%Q4 2016Q1 202220
Charles Schwab Investment Advisory, Inc. 1460.00%0.12%0.39%Q3 2016Q3 202220
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.01%Q4 2018Q3 202320
VISTA CAPITAL PARTNERS, INC. 10100.04%0.07%0.10%Q3 2017Q3 202220
CWM, LLC 1020.00%0.00%0.04%Q2 2016Q3 202320
Cetera Advisor Networks LLC 1110.01%0.04%0.08%Q2 2016Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.40%1.16%2.24%Q4 2018Q3 202320
Choate Investment Advisors 20200.00%6.97%16.60%Q4 2018Q3 202320
Ameritas Investment Partners, Inc. 20200.00%0.00%0.01%Q4 2018Q3 202320
Executive Wealth Management, LLC 19190.00%2.74%7.27%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
PrairieView Partners, LLC 19194.19%4.75%5.82%Q1 2019Q3 202319
Money Design Co.,Ltd. 19190.00%0.72%3.33%Q4 2018Q2 202319
SRS Capital Advisors, Inc. 1020.14%0.22%0.37%Q3 2018Q3 202319
Hudock, Inc. 18180.00%0.01%0.02%Q2 2018Q3 202218
Vestmark Advisory Solutions, Inc. 18180.02%0.13%0.47%Q1 2019Q2 202318
Koshinski Asset Management, Inc. 1310.07%0.28%0.88%Q2 2018Q3 202318
PARK AVENUE SECURITIES LLC 1220.01%0.02%0.05%Q4 2017Q3 202318
Bell Bank 18180.10%0.63%1.31%Q1 2016Q2 202018
Regal Investment Advisors LLC 1020.00%0.03%0.10%Q2 2013Q2 202318
Pinnacle Wealth Management Advisory Group, LLC 18180.14%0.22%0.34%Q2 2019Q3 202318
PINNACLE ASSOCIATES LTD 18180.01%0.02%0.05%Q2 2019Q3 202318
Kovack Advisors, Inc. 1710.07%0.31%0.56%Q4 2017Q3 202318
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 18180.65%5.82%10.80%Q3 2018Q4 202218
CAPTRUST FINANCIAL ADVISORS 1710.00%0.09%0.38%Q4 2018Q3 202318
FIFTH THIRD BANCORP 17170.00%0.00%0.00%Q3 2019Q3 202317
Spearhead Capital Advisors, LLC 1430.08%0.15%0.22%Q4 2017Q2 202217
Bull Street Advisors, LLC 17170.32%1.48%2.31%Q3 2019Q3 202317
BARCLAYS PLC 920.00%0.00%0.01%Q3 2013Q3 202117
Advocacy Wealth Management Services, LLC 17170.00%0.01%0.05%Q3 2018Q3 202217
Parallel Advisors, LLC 1610.00%0.00%0.01%Q1 2019Q3 202317
Stonehearth Capital Management, LLC 17173.98%6.73%10.37%Q4 2019Q4 202317
Legacy Private Trust Co. 17170.05%0.83%2.51%Q2 2018Q2 202217
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1160.02%0.16%0.55%Q3 2018Q3 202317
Simplicity Solutions, LLC 1510.06%0.93%2.51%Q2 2017Q2 202317
Capital Investment Services of America, Inc. 17170.75%0.95%1.33%Q3 2019Q3 202317
CAPITAL ONE, NATIONAL ASSOCIATION 1610.05%2.17%4.71%Q3 2014Q4 201917
Sound Income Strategies, LLC 17170.00%0.02%0.06%Q3 2019Q3 202317
AVIANCE CAPITAL MANAGEMENT, LLC 1510.03%0.49%1.00%Q1 2015Q1 201916
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 16161.21%2.17%4.44%Q4 2019Q3 202316
Cetera Investment Advisers 16160.03%0.18%0.58%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.16%0.25%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1510.00%0.02%0.06%Q4 2018Q3 202316
Miracle Mile Advisors, LLC 16160.01%0.13%0.76%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.01%0.44%1.82%Q4 2019Q3 202316
Advisory Services Network, LLC 1110.00%0.06%0.14%Q3 2017Q1 202316
Checchi Capital Advisers, LLC 1310.01%0.24%1.49%Q1 2016Q3 202316
MINOT CAPITAL, LP 16160.36%1.18%3.01%Q3 2019Q2 202316
Bedel Financial Consulting, Inc. 16160.00%0.00%0.01%Q2 2018Q1 202216
Archer Investment Corp 16160.02%0.05%0.11%Q4 2019Q3 202316
Wealthspire Advisors, LLC 16160.02%0.26%0.81%Q4 2018Q3 202216
LINCOLN NATIONAL CORP 16160.01%0.02%0.02%Q4 2019Q3 202316
Vigilant Capital Management, LLC 16160.01%0.06%0.17%Q2 2013Q1 201716
Mission Creek Capital Partners, Inc. 16160.10%0.35%0.61%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.17%1.43%Q3 2019Q3 202316
Aspire Private Capital, LLC 16160.01%0.01%0.02%Q4 2018Q3 202216
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
HighTower Advisors, LLC 1140.01%0.06%0.14%Q4 2019Q3 202315
SVB WEALTH LLC 15150.04%0.08%0.14%Q3 2019Q1 202315
WHITTIER TRUST CO OF NEVADA INC 15150.00%0.01%0.01%Q1 2020Q3 202315
Foster Victor Wealth Advisors, LLC 15150.37%1.27%3.30%Q1 2020Q3 202315
Wealthcare Advisory Partners LLC 1010.00%0.01%0.04%Q4 2017Q3 202315
McCarthy Grittinger Financial Group, LLC 15155.72%10.62%12.64%Q1 2020Q3 202315
COMERICA SECURITIES,INC. 15150.02%0.12%0.50%Q1 2020Q3 202315
OneAscent Financial Services LLC 710.46%15.36%35.12%Q2 2019Q3 202315
Disciplined Investments, LLC 15150.01%0.38%1.13%Q4 2019Q2 202315
MSI Financial Services Inc 15150.03%0.06%0.10%Q2 2013Q4 201615
R. W. Roge & Company, Inc. 15150.45%10.77%19.34%Q1 2020Q3 202315
Aries Wealth Management 960.11%0.16%0.26%Q4 2019Q3 202315
FIDUCIARY TRUST CO 1320.01%0.02%0.03%Q4 2018Q3 202315
Arete Wealth Advisors, LLC 15150.02%0.18%0.41%Q1 2020Q3 202315
Belpointe Asset Management LLC 1210.01%0.09%0.55%Q3 2017Q2 202315
Parkside Advisors LLC 15150.11%0.40%2.45%Q2 2020Q4 202315
Pensionmark Financial Group, LLC 15150.07%0.44%0.79%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.12%Q1 2020Q3 202315
Avion Wealth 15150.01%2.09%9.97%Q1 2020Q3 202315
HM PAYSON & CO 870.03%0.10%0.15%Q1 2017Q4 202015
WHITTIER TRUST CO 15150.00%0.00%0.00%Q1 2020Q3 202315
People's United Financial, Inc. 14140.01%0.75%1.26%Q4 2018Q1 202214
Gladstone Institutional Advisory LLC 14140.03%0.20%0.64%Q4 2018Q1 202214
ARGI Investment Services, LLC 950.01%0.35%2.12%Q4 2017Q4 202214
FAGAN ASSOCIATES, INC. 14140.36%0.49%0.76%Q2 2020Q3 202314
Retirement Group, LLC 910.00%0.01%0.08%Q4 2019Q3 202314
Wellspring Financial Advisors, LLC 14140.06%1.69%2.13%Q1 2020Q2 202314
Mader & Shannon Wealth Management, Inc. 14147.31%11.95%19.35%Q4 2018Q1 202214
FLOW TRADERS U.S. LLC 810.04%0.28%1.02%Q3 2018Q3 202314
WFA of San Diego, LLC 14140.02%0.41%0.80%Q2 2020Q3 202314
BBVA USA Bancshares, Inc. 14140.01%0.04%0.06%Q4 2017Q1 202114
FinTrust Capital Advisors, LLC 14140.01%0.06%0.09%Q2 2020Q3 202314
EXENCIAL WEALTH ADVISORS, LLC 860.01%0.02%0.04%Q1 2020Q3 202314
Quantitative Advantage, LLC 1310.13%0.32%1.37%Q3 2013Q1 202314
Column Capital Advisors, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Ackerman Capital Advisors, LLC 14141.41%2.14%3.74%Q2 2020Q3 202314
GOLDMAN SACHS GROUP INC 14140.00%0.00%0.02%Q2 2020Q3 202314
ALBION FINANCIAL GROUP /UT 1030.00%0.02%0.09%Q2 2020Q3 202313
Bison Wealth, LLC 810.00%0.40%2.08%Q4 2019Q3 202313
GeoWealth Management, LLC 13130.05%0.15%0.50%Q3 2020Q3 202313
SCS Capital Management LLC 1210.01%2.01%12.96%Q4 2018Q3 202313
EVERGREEN CAPITAL MANAGEMENT LLC 1120.02%0.75%2.08%Q4 2018Q3 202313
LCNB CORP 710.15%0.34%0.54%Q1 2018Q3 202313
Hexagon Capital Partners LLC 13130.00%0.02%0.16%Q3 2020Q3 202313
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 760.10%0.78%1.70%Q3 2018Q3 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 13132.08%5.22%10.05%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.05%Q3 2020Q3 202313
IRON Financial LLC 1110.94%2.58%3.19%Q4 2016Q3 202313
COMERICA BANK 1210.00%0.07%0.44%Q1 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.00%0.01%0.01%Q3 2020Q3 202313
Tri-Star Advisors Inc. 1030.20%3.59%12.85%Q2 2020Q3 202313
Investors Research Corp 13130.01%0.01%0.02%Q3 2020Q3 202313
LAKE STREET ADVISORS GROUP, LLC 850.06%1.70%3.54%Q2 2020Q3 202313
Relative Value Partners Group, LLC 1030.29%2.53%4.50%Q4 2017Q3 202313
IFG Advisory, LLC 13130.04%0.09%0.16%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 13130.09%0.29%0.36%Q3 2020Q3 202313
55I, LLC 850.03%0.46%2.02%Q4 2018Q1 202213
Carroll Financial Associates, Inc. 850.00%0.00%0.01%Q4 2017Q4 202113
SkyOak Wealth, LLC 940.06%0.36%1.57%Q1 2020Q3 202313
PFG Advisors 13130.03%0.26%0.46%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.05%0.17%Q3 2020Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.01%Q4 2015Q2 202013
Walkner Condon Financial Advisors LLC 13130.14%0.27%0.67%Q3 2020Q3 202313
DEUTSCHE BANK AG\ 710.00%0.00%0.00%Q3 2013Q1 202113
Cerity Partners LLC 12120.02%0.15%0.39%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 620.05%0.49%0.94%Q1 2017Q3 202312
Summit Global Investments 1110.03%0.20%0.45%Q1 2019Q3 202312
Values First Advisors, Inc. 12120.54%0.91%1.27%Q4 2019Q3 202212
PLANNING DIRECTIONS INC 930.18%3.76%5.56%Q2 2019Q2 202212
CALTON & ASSOCIATES, INC. 750.05%0.20%0.42%Q4 2017Q1 202112
Concord Wealth Partners 12120.18%6.89%16.08%Q4 2020Q3 202312
Prospera Financial Services Inc 1010.01%0.02%0.07%Q1 2020Q3 202312
Aptus Capital Advisors, LLC 710.00%0.00%0.01%Q4 2019Q3 202312
JANUS HENDERSON GROUP PLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Leelyn Smith, LLC 1020.00%0.05%0.18%Q4 2019Q4 202212
Merriman Wealth Management, LLC 12120.02%0.04%0.07%Q4 2020Q3 202312
Biltmore Capital Advisors LLC 12120.76%2.08%2.89%Q1 2019Q4 202112
Latitude Advisors, LLC 12120.18%0.34%0.48%Q4 2020Q3 202312
D. SCOTT NEAL, INC. 1110.33%1.55%13.26%Q4 2013Q2 202012
Palumbo Wealth Management LLC 12120.40%1.23%5.00%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.35%0.60%0.92%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
BOSTON FAMILY OFFICE LLC 12120.05%0.10%0.21%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.02%0.18%0.65%Q4 2020Q3 202312
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q4 201512
Winch Advisory Services, LLC 840.00%0.03%0.05%Q2 2020Q3 202312
WEDBUSH SECURITIES INC 1020.01%0.02%0.03%Q3 2018Q3 202112
JONES FINANCIAL COMPANIES LLLP 12120.00%0.01%0.01%Q4 2020Q3 202312
Renaissance Technologies 810.00%0.01%0.02%Q2 2018Q4 202112
Human Investing LLC 12120.09%0.36%0.47%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.14%0.32%0.42%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.14%1.14%1.90%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1110.02%0.16%0.30%Q2 2018Q4 202112
First Allied Advisory Services, Inc. 12120.00%0.03%0.09%Q4 2017Q3 202012
Estate Counselors, LLC 660.01%0.37%0.84%Q1 2019Q2 202312
HUNTINGTON NATIONAL BANK 1010.00%0.01%0.02%Q2 2018Q3 202312
Focused Wealth Management, Inc 12120.00%0.26%2.76%Q4 2020Q3 202312
Guidance Point Advisors, LLC 12120.10%0.16%0.24%Q4 2020Q3 202312
Hennion & Walsh Asset Management, Inc. 11110.13%0.15%0.17%Q1 2021Q3 202311
Orion Portfolio Solutions, LLC 920.00%0.02%0.03%Q1 2020Q3 202311
Cresset Asset Management, LLC 1010.01%0.02%0.04%Q2 2019Q3 202211
MATHER GROUP, LLC. 11110.33%2.63%3.51%Q1 2021Q3 202311
M&T BANK CORP 710.00%0.05%0.12%Q2 2020Q3 202311
Commonwealth Equity Services, Inc 11110.00%0.03%0.06%Q1 2015Q3 201711
Newfound Research LLC 11110.00%0.00%0.01%Q3 2017Q1 202011
Sargent Bickham Lagudis LLC 830.00%0.00%0.02%Q2 2018Q1 202211
Integrated Wealth Concepts LLC 1010.02%0.08%0.32%Q4 2019Q2 202311
Spire Wealth Management 11110.00%0.01%0.03%Q1 2021Q3 202311
Capital Analysts, LLC 11110.00%0.02%0.06%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
Fullen Financial Group 11110.31%0.36%0.39%Q3 2020Q1 202311
MONUMENTAL FINANCIAL GROUP INC. 11115.35%8.90%18.82%Q1 2021Q3 202311
First Heartland Consultants, Inc. 11110.06%0.15%0.20%Q2 2017Q4 201911
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 920.01%0.07%0.44%Q1 2020Q4 202211
Ten Capital Wealth Advisors, LLC 11110.14%0.70%1.08%Q4 2020Q2 202311
Voya Financial Advisors, Inc. 11110.02%0.02%0.03%Q3 2017Q1 202011
Strategic Blueprint, LLC 1010.04%0.10%0.23%Q1 2020Q3 202311
Mariner, LLC 910.01%0.05%0.08%Q3 2016Q3 202311
Gitterman Wealth Management, LLC 111129.23%42.24%58.33%Q1 2021Q3 202311
Fermata Advisors, LLC 11111.82%4.59%13.06%Q1 2021Q3 202311
IRONWOOD INVESTMENT MANAGEMENT LLC 11110.36%0.61%1.25%Q1 2020Q3 202211
Garde Capital, Inc. 810.09%2.53%4.69%Q1 2016Q2 202011
KESTRA PRIVATE WEALTH SERVICES, LLC 830.02%0.05%0.13%Q3 2020Q3 202311
NORTHSTAR INVESTMENT ADVISORS LLC 11110.11%0.95%2.16%Q2 2015Q4 201711
Koss-Olinger Consulting, LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
Jordan Park Group LLC 11111.88%7.99%14.50%Q1 2021Q3 202311
Sage Mountain Advisors LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Foundations Investment Advisors, LLC 710.01%0.05%0.32%Q3 2020Q3 202310
OneAscent Wealth Management LLC 710.10%10.10%34.92%Q4 2020Q3 202310
Tortoise Investment Management, LLC 910.01%0.18%0.57%Q1 2017Q3 202310
COLDSTREAM CAPITAL MANAGEMENT INC 430.02%0.22%0.61%Q4 2020Q3 202310
Lloyd Advisory Services, LLC. 10100.14%0.20%0.38%Q4 2019Q1 202210
DAGCO, INC. 730.33%1.73%3.57%Q3 2019Q1 202210
LEVEL FOUR ADVISORY SERVICES, LLC 10100.02%0.03%0.04%Q4 2016Q1 201910
HighMark Wealth Management LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.00%0.01%0.01%Q2 2013Q3 201510
DAVENPORT & Co LLC 910.00%0.00%0.00%Q1 2015Q3 202310
Harfst & Associates, Inc. 10100.34%0.66%0.93%Q2 2015Q3 201710
Elm Partners Management LLC 640.13%0.30%0.74%Q1 2019Q3 202110
Strategic Financial Services, Inc, 550.02%0.61%1.82%Q1 2021Q3 202310
Sigma Planning Corp 820.01%0.02%0.08%Q2 2020Q4 202210
EP Wealth Advisors, LLC 10100.06%0.19%0.66%Q4 2020Q1 202310
Goelzer Investment Management, Inc. 10100.02%0.06%0.11%Q2 2017Q3 201910
Falcon Wealth Planning 10100.05%0.08%0.11%Q2 2021Q3 202310
ZWJ INVESTMENT COUNSEL INC 10100.02%0.02%0.04%Q2 2021Q3 202310
CULLEN/FROST BANKERS, INC. 10100.00%0.01%0.02%Q2 2021Q3 202310
NewEdge Advisors, LLC 640.00%0.01%0.03%Q1 2020Q3 202310
First Affirmative Financial Network 10107.32%11.17%13.41%Q3 2021Q4 202310
FINANCIAL CONSULATE, INC 10100.39%0.59%0.85%Q4 2014Q1 201710
SOLARIS ASSET MANAGEMENT LLC 10100.06%0.35%0.84%Q2 2016Q3 201810
HARBOUR INVESTMENTS, INC. 640.02%0.11%0.14%Q1 2021Q3 202310
Community Financial Services Group, LLC 10100.15%3.85%8.19%Q3 2019Q4 202110
Providence First Trust Co 10101.69%2.50%3.89%Q2 2017Q3 201910
Portland Global Advisors LLC 10100.10%1.31%3.75%Q2 2021Q3 202310
Apella Capital, LLC 730.05%0.22%0.39%Q2 2021Q4 202310
REGENTATLANTIC CAPITAL LLC 10100.01%0.02%0.06%Q2 2020Q3 202210
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10100.00%0.11%0.26%Q2 2021Q3 202310
C M BIDWELL & ASSOCIATES LTD 10100.01%0.01%0.02%Q1 2020Q2 202210
Empowered Funds, LLC 910.18%0.74%1.72%Q2 2020Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.00%0.02%0.04%Q2 2021Q3 202310
TOMPKINS FINANCIAL CORP 640.00%0.00%0.01%Q4 2017Q4 202310
WJ Wealth Management, LLC 991.66%10.62%21.44%Q4 2019Q4 20219
Whelan Financial 997.50%8.67%10.17%Q3 2021Q3 20239
Cardan Capital Partners, LLC 810.14%1.13%3.48%Q1 2016Q3 20209
Allworth Financial LP 810.00%0.06%0.13%Q1 2017Q3 20239
Foster Group, Inc. 990.03%3.98%8.41%Q3 2021Q3 20239
Johnson Bixby & Associates, LLC 540.06%0.12%0.20%Q2 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.82%1.55%2.94%Q1 2020Q1 20229
U.S. Capital Wealth Advisors, LLC 990.01%0.04%0.07%Q3 2021Q3 20239
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q4 2013Q3 20239
Lucia Wealth Services, LLC 990.05%0.75%1.80%Q3 2018Q3 20209
Perigon Wealth Management, LLC 990.02%0.05%0.09%Q1 2020Q1 20229
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.06%0.15%Q3 2021Q3 20239
Founders Financial Alliance, LLC 810.00%0.00%0.00%Q3 2020Q2 20239
Newport Wealth Strategies, Inc. 990.17%1.68%4.53%Q3 2019Q3 20219
FAS Wealth Partners, Inc. 990.00%0.00%0.01%Q4 2019Q4 20219
First National Bank of South Miami 990.09%0.18%0.32%Q2 2021Q2 20239
JUNCTURE WEALTH STRATEGIES, LLC 990.20%0.38%0.53%Q1 2017Q1 20199
ATLAS CAPITAL ADVISORS LLC 410.00%0.01%0.01%Q1 2019Q1 20229
Glovista Investments LLC 990.14%1.33%3.50%Q4 2018Q4 20209
Cardinal Strategic Wealth Guidance 720.09%0.10%0.12%Q2 2021Q3 20239
Tidal Investments LLC 990.03%0.08%0.28%Q3 2021Q3 20239
Continuum Advisory, LLC 630.10%0.17%0.31%Q2 2017Q3 20239
MA Private Wealth 990.11%0.14%0.20%Q1 2020Q1 20229
CGN Advisors LLC 990.27%0.94%1.44%Q4 2020Q4 20229
Anchor Investment Management, LLC 990.00%0.00%0.00%Q4 2021Q4 20239
Advisory Alpha, LLC 410.00%0.41%1.24%Q4 2016Q1 20239
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2016Q1 20239
SEI INVESTMENTS CO 810.00%0.00%0.00%Q2 2017Q4 20219
True Link Financial Advisors, LLC 880.44%1.08%2.70%Q4 2020Q3 20228
Laraway Financial Advisors Inc 880.92%1.06%1.18%Q4 2021Q3 20238
Wedmont Private Capital 880.33%0.51%0.74%Q4 2021Q3 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.12%0.61%1.14%Q4 2021Q3 20238
MAYPORT, LLC 882.31%3.94%5.50%Q4 2021Q3 20238
Chandler Asset Management, Inc. 880.14%0.18%0.22%Q4 2021Q3 20238
Bogart Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 880.29%0.49%0.62%Q4 2021Q3 20238
InTrack Investment Management Inc 620.21%0.53%0.83%Q4 2020Q4 20238
Personal Capital Advisors Corp 710.00%0.39%3.14%Q1 2020Q4 20228
Houlihan Financial Resource Group, Ltd. 510.64%0.87%1.30%Q4 2019Q3 20238
H&H Retirement Design & Management INC 880.28%2.51%4.49%Q4 2021Q3 20238
Graypoint LLC 880.11%0.13%0.14%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.28%0.35%0.60%Q4 2021Q3 20238
Karpus Management, Inc. 880.05%0.17%0.45%Q2 2016Q1 20188
Compass Advisory Group LLC 880.36%1.43%3.12%Q4 2020Q3 20228
Virtu KCG Holdings LLC 310.01%0.02%0.03%Q3 2013Q1 20178
EverSource Wealth Advisors, LLC 880.42%0.93%1.96%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.11%0.20%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Faithward Advisors, LLC 620.00%0.00%0.00%Q3 2021Q3 20238
Fisher Asset Management, LLC 880.00%0.10%0.20%Q4 2021Q3 20238
Municipal Employees' Retirement System of Michigan 711.93%3.06%3.83%Q4 2019Q3 20238
OLD MISSION CAPITAL LLC 310.01%0.04%0.06%Q3 2018Q2 20238
Lauterbach Financial Advisors, LLC 880.48%1.02%1.55%Q4 2021Q3 20238
FLPUTNAM INVESTMENT MANAGEMENT CO 880.06%0.82%1.38%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 880.41%3.85%10.27%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.82%1.16%1.33%Q4 2021Q3 20238
Orcam Financial Group 880.54%1.31%1.60%Q4 2021Q3 20238
Bell Rock Capital LLC 880.00%0.02%0.03%Q3 2017Q2 20198
Strengthening Families & Communities, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Greenline Partners, LLC 880.04%0.05%0.07%Q4 2019Q3 20218
Clear Perspectives Financial Planning, LLC 880.00%0.62%4.91%Q4 2020Q3 20228
Ameritas Investment Company, LLC 320.00%2.28%4.50%Q4 2018Q3 20218
KRAFT ASSET MANAGEMENT, LLC 885.70%6.96%9.22%Q4 2021Q3 20238
Asset Management Resources, LLC 881.38%2.97%4.88%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.07%0.50%1.54%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 880.13%0.30%0.35%Q3 2021Q2 20238
Paragon Capital Management Ltd 530.90%2.74%5.30%Q1 2019Q3 20238
One Day In July LLC 440.06%0.11%0.21%Q1 2021Q3 20238
UBP Investment Advisors SA 880.10%0.11%0.13%Q4 2020Q3 20228
Waterfront Wealth Inc. 880.35%1.55%2.46%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.22%0.66%0.93%Q4 2021Q3 20238
First Pacific Financial 610.00%0.23%0.38%Q3 2020Q2 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.67%0.76%0.85%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.01%0.04%Q1 2019Q3 20238
Security Financial Services, INC. 880.28%1.70%2.90%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.32%0.34%0.41%Q4 2021Q3 20238
Centerpoint Advisors, LLC 530.00%0.01%0.04%Q3 2019Q4 20228
American Trust 881.38%1.82%2.91%Q4 2021Q3 20238
Leicht Financial Planning & Wealth Management, Inc. 880.17%4.06%13.04%Q2 2018Q1 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
BB&T SECURITIES, LLC 620.01%0.11%0.20%Q2 2017Q3 20198
BUCKINGHAM STRATEGIC PARTNERS, LLC 883.98%5.33%8.74%Q4 2021Q3 20238
Altavista Wealth Management, Inc. 880.23%0.49%0.77%Q1 2020Q4 20218
Merit Financial Group, LLC 770.09%0.22%0.32%Q1 2022Q3 20237
RWA WEALTH PARTNERS, LLC 520.05%5.61%9.10%Q2 2020Q3 20237
STEPHENS INC /AR/ 770.01%0.01%0.01%Q2 2018Q4 20197
Narus Financial Partners, LLC 520.11%0.33%0.54%Q2 2017Q1 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
TCF National Bank 770.05%0.15%0.28%Q3 2019Q1 20217
Cable Hill Partners, LLC 770.02%0.02%0.03%Q4 2016Q2 20187
J.W. COLE ADVISORS, INC. 410.03%0.07%0.17%Q4 2019Q1 20227
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SWMG, LLC 610.42%0.55%0.73%Q4 2020Q3 20227
Ameritas Advisory Services, LLC 611.41%1.66%2.05%Q4 2021Q3 20237
Beacon Pointe Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
BURNEY CO/ 770.02%0.09%0.13%Q2 2020Q4 20217
Cetera Advisors LLC 410.00%0.01%0.04%Q3 2016Q3 20237
Baker Avenue Asset Management, LP 430.01%0.01%0.02%Q4 2020Q3 20237
MANAGED ACCOUNT ADVISORS LLC 520.00%0.00%0.00%Q3 2013Q2 20157
Allegis Investment Advisors, LLC 770.15%1.27%2.10%Q3 2016Q1 20187
Integrated Investment Consultants, LLC 770.07%0.80%1.87%Q4 2021Q2 20237
AVAII WEALTH MANAGEMENT, LLC 770.35%0.52%0.72%Q1 2022Q3 20237
TOWNSQUARE CAPITAL LLC 770.01%0.03%0.05%Q4 2021Q2 20237
IVC Wealth Advisors LLC 770.22%0.25%0.29%Q1 2022Q3 20237
Secure Asset Management, LLC 770.23%0.28%0.42%Q2 2020Q4 20217
IFG Advisors, LLC 770.21%0.45%0.68%Q2 2021Q4 20227
FIRST AMERICAN TRUST, FSB 770.04%0.13%0.21%Q1 2022Q3 20237
TWO SIGMA SECURITIES, LLC 310.01%0.04%0.09%Q3 2020Q3 20227
Venture Visionary Partners LLC 770.02%0.04%0.10%Q4 2020Q2 20227
Gray Wealth Management Inc. 430.12%0.14%0.17%Q4 2020Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Castleview Partners, LLC 770.01%0.03%0.08%Q1 2022Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.04%0.06%0.09%Q3 2018Q2 20227
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
FDx Advisors, Inc. 520.01%0.01%0.02%Q3 2017Q2 20197
CAMBRIDGE TRUST CO 770.01%0.01%0.02%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 770.36%0.52%0.88%Q1 2022Q3 20237
Willis Johnson & Associates, Inc. 770.11%0.16%0.18%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.02%Q1 2021Q4 20227
LAZARD ASSET MANAGEMENT LLC 770.01%0.02%0.02%Q2 2019Q4 20207
Ellis Investment Partners, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Brickley Wealth Management 771.39%1.75%2.10%Q1 2022Q3 20237
Vise Technologies, Inc. 772.11%2.95%3.23%Q1 2022Q3 20237
Thrive Capital Management, LLC 770.26%1.16%2.80%Q4 2020Q2 20227
Stadion Money Management, LLC 770.17%0.21%0.26%Q1 2016Q3 20177
Advisors Asset Management, Inc. 770.00%0.00%0.00%Q1 2020Q3 20217
Peak Asset Management, LLC 770.28%0.35%0.43%Q1 2016Q3 20177
WBI INVESTMENTS, LLC 510.05%0.45%1.68%Q3 2016Q1 20207
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.02%0.03%0.08%Q2 2020Q4 20217
Souders Financial Advisors 770.22%0.66%0.82%Q1 2022Q3 20237
1834 INVESTMENT ADVISORS CO 770.00%2.73%4.20%Q1 2022Q3 20237
GIRARD PARTNERS LTD. 410.03%0.06%0.11%Q4 2017Q3 20207
Smithfield Trust Co 510.01%0.09%0.16%Q2 2013Q3 20217
Atria Wealth Solutions, Inc. 770.03%0.05%0.07%Q1 2022Q3 20237
BAR HARBOR TRUST SERVICES 660.12%0.15%0.24%Q4 2019Q1 20216
Clearstead Advisors, LLC 510.00%0.01%0.02%Q2 2021Q3 20236
HARBOR INVESTMENT ADVISORY, LLC 310.00%0.00%0.00%Q3 2021Q3 20236
SG Americas Securities, LLC 510.00%0.00%0.01%Q1 2017Q3 20226
Edgehill Endowment Partners, LLC 667.74%11.19%16.51%Q2 2022Q3 20236
Roger Wittlin Investment Advisory, LLC 420.38%0.43%0.47%Q1 2022Q3 20236
WC Walker & Associates, Inc. 662.15%2.29%2.40%Q4 2020Q1 20226
LIBRA WEALTH LLC 6615.68%20.32%35.91%Q2 2022Q3 20236
Equitable Holdings, Inc. 420.01%0.06%0.35%Q3 2020Q3 20236
Brookstone Capital Management 410.00%0.02%0.08%Q4 2020Q1 20236
Main Street Financial Solutions, LLC 660.06%0.07%0.11%Q4 2020Q1 20226
COLTON GROOME FINANCIAL ADVISORS, LLC 660.22%0.24%0.26%Q2 2019Q3 20206
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Penserra Capital Management LLC 410.00%0.01%0.01%Q2 2019Q1 20236
PRIVATE TRUST CO NA 660.01%0.02%0.02%Q2 2022Q3 20236
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q3 20236
Braun-Bostich & Associates Inc. 660.66%1.63%2.00%Q1 2022Q2 20236
Demars Financial Group, LLC 660.45%4.47%8.61%Q4 2020Q1 20226
Greenspring Advisors, LLC 660.07%0.30%0.47%Q2 2022Q3 20236
Qube Research & Technologies Ltd 210.00%0.10%0.49%Q2 2021Q3 20236
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 420.08%0.36%1.62%Q4 2017Q3 20236
Schoolcraft Capital LLC 660.07%0.08%0.09%Q2 2022Q3 20236
Blue Trust, Inc. 662.56%3.50%4.52%Q2 2022Q3 20236
High Note Wealth, LLC 660.26%0.99%1.31%Q4 2020Q1 20226
Private Wealth Advisors, LLC 660.93%2.03%2.55%Q2 2022Q3 20236
BREWIN DOLPHIN LTD 660.00%0.01%0.03%Q1 2021Q2 20226
Peachtree Investment Partners, LLC 420.01%0.27%1.16%Q3 2020Q3 20226
KLS Professional Advisors Group, LLC 660.25%0.69%1.09%Q1 2018Q2 20196
Lumature Wealth Partners, LLC 660.00%0.03%0.14%Q4 2020Q1 20226
Destiny Wealth Partners, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Ameraudi Asset Management, Inc. 660.09%1.90%3.99%Q2 2022Q3 20236
CWA Asset Management Group, LLC 510.02%0.22%0.50%Q4 2019Q3 20236
VERITY Wealth Advisors 660.47%0.53%0.60%Q2 2020Q3 20216
BESSEMER GROUP INC 510.00%0.00%0.00%Q3 2016Q3 20236
SWS Partners 510.06%0.40%0.62%Q1 2018Q3 20236
BEAM WEALTH ADVISORS, INC. 660.19%0.28%0.37%Q4 2019Q1 20216
Global Financial Private Capital, Inc 510.01%0.02%0.05%Q1 2017Q2 20206
Crewe Advisors LLC 660.00%0.01%0.05%Q1 2022Q2 20236
CANTOR FITZGERALD, L. P. 660.22%0.27%0.49%Q2 2022Q3 20236
STALEY CAPITAL ADVISERS INC 660.06%0.36%0.62%Q2 2022Q3 20236
SIMPLEX TRADING, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
ELEMENT POINTE ADVISORS, LLC 510.11%0.71%0.92%Q4 2018Q2 20206
SIMON QUICK ADVISORS, LLC 420.00%0.04%0.11%Q2 2021Q4 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.04%0.31%0.53%Q2 2022Q3 20236
RB Capital Management, LLC 661.05%1.14%1.33%Q2 2022Q3 20236
CreativeOne Wealth, LLC 330.01%0.04%0.10%Q3 2021Q3 20236
Nova R Wealth, Inc. 6610.88%12.07%13.30%Q2 2022Q3 20236
SCHRODER INVESTMENT MANAGEMENT GROUP 660.04%0.14%0.23%Q2 2022Q3 20236
McAdam, LLC 330.04%0.05%0.07%Q1 2022Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.02%0.06%0.22%Q2 2022Q3 20236
Coombe, Bender & Co LLC 660.93%1.03%1.13%Q2 2022Q3 20236
Barrett Asset Management, LLC 660.00%0.00%0.01%Q2 2020Q3 20216
Certified Advisory Corp 510.00%0.00%0.00%Q4 2018Q1 20216
Clearshares LLC 420.99%1.59%1.92%Q2 2020Q4 20216
Burleson & Company, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Altium Wealth Management LLC 660.83%1.24%1.48%Q1 2021Q2 20226
Taylor Hoffman Wealth Management 660.10%0.15%0.19%Q2 2021Q3 20226
Hill Investment Group Partners, LLC 660.70%1.18%1.81%Q2 2022Q3 20236
FIRST INTERSTATE BANK 662.78%9.52%12.98%Q2 2022Q3 20236
Geneos Wealth Management Inc. 410.00%0.00%0.01%Q1 2020Q3 20236
KEYSTONE WEALTH PARTNERS 661.47%1.59%1.73%Q4 2020Q1 20226
BARINGS LLC 660.08%0.10%0.12%Q1 2022Q2 20236
Nikulski Financial, Inc. 660.28%0.42%0.52%Q3 2018Q4 20196
BSW Wealth Partners 663.49%4.25%5.73%Q2 2022Q3 20236
ADVISORY RESEARCH INC 660.02%0.03%0.04%Q2 2019Q3 20206
Modera Wealth Management, LLC 660.01%0.02%0.03%Q3 2020Q4 20216
New Millennium Group LLC 660.00%0.00%0.01%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.06%0.14%0.22%Q1 2022Q2 20236
REDW Wealth LLC 660.11%1.36%2.15%Q2 2022Q3 20236
Fieldpoint Private Securities, LLC 660.02%0.06%0.09%Q4 2020Q1 20226
Tanglewood Wealth Management, Inc. 660.68%3.28%7.80%Q2 2022Q3 20236
GenTrust, LLC 660.10%1.03%5.26%Q2 2022Q3 20236
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
BROWN ADVISORY INC 410.00%0.00%0.00%Q1 2022Q3 20235
CoreCap Advisors, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.01%Q4 2021Q4 20225
THEORY FINANCIAL LLC 411.85%3.08%4.33%Q2 2022Q3 20235
CFS Investment Advisory Services, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
TRUST CO OF VERMONT 550.03%0.04%0.04%Q2 2022Q2 20235
NATIXIS ADVISORS, L.P. 550.01%0.03%0.04%Q2 2013Q2 20145
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 550.09%0.17%0.27%Q4 2017Q4 20185
Truvestments Capital LLC 550.01%0.01%0.01%Q2 2022Q2 20235
HL FINANCIAL SERVICES LLC 550.00%0.00%0.01%Q1 2018Q1 20195
Deane Retirement Strategies, Inc. 550.00%5.51%9.29%Q4 2018Q4 20195
Dorsey & Whitney Trust CO LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Roble, Belko & Company, Inc 551.55%2.30%3.08%Q3 2022Q3 20235
Cornerstone Wealth Advisors, Inc. 550.11%0.57%0.75%Q3 2022Q3 20235
STABLEFORD CAPITAL II LLC 210.15%1.85%2.63%Q3 2017Q3 20235
Wells Financial Advisors INC 550.14%4.36%5.97%Q3 2022Q3 20235
Blue Chip Partners, LLC 550.02%0.06%0.13%Q3 2020Q3 20215
Inspire Advisors, LLC 552.00%3.62%5.00%Q4 2020Q4 20215
Jacobi Capital Management LLC 320.00%0.00%0.00%Q2 2020Q3 20215
Almanack Investment Partners, LLC. 310.03%0.93%2.03%Q1 2019Q4 20215
Donoghue Forlines LLC 411.70%2.23%2.74%Q1 2022Q3 20235
CITY HOLDING CO 550.00%0.00%0.00%Q2 2020Q2 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Evolution Wealth Advisors, LLC 550.10%0.12%0.13%Q3 2022Q3 20235
COOPERMAN LEON G 550.02%0.03%0.06%Q3 2022Q3 20235
Roundview Capital LLC 550.59%1.26%1.65%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.00%Q4 2018Q4 20195
TimeScale Financial, Inc. 550.05%0.05%0.06%Q2 2019Q2 20205
BANK OF NOVA SCOTIA 320.01%0.01%0.02%Q1 2021Q2 20235
STEPHENS GROUP ASSET MANAGEMENT, LLC 410.01%0.03%0.04%Q3 2018Q4 20205
CoreFirst Bank & Trust 550.00%0.00%0.01%Q3 2022Q3 20235
Bluefin Trading, LLC 210.06%0.14%0.25%Q2 2013Q1 20155
MGO ONE SEVEN LLC 310.02%0.13%0.22%Q4 2018Q4 20215
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
ANGELES WEALTH MANAGEMENT, LLC 320.01%0.02%0.02%Q2 2022Q3 20235
Stewardship Financial Advisors, LLC 550.30%1.55%2.66%Q2 2016Q2 20175
Cypress Wealth Services, LLC 550.08%0.09%0.11%Q1 2019Q1 20205
McLean Asset Management Corp 550.09%0.13%0.18%Q4 2022Q4 20235
Lester Murray Antman dba SimplyRich 550.19%0.34%0.84%Q4 2017Q4 20185
Gupta Wealth Management LLC 551.15%1.62%1.98%Q1 2015Q1 20165
RFG Advisory, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.06%0.11%0.16%Q3 2021Q3 20225
TIEDEMANN ADVISORS, LLC 310.03%0.08%0.15%Q1 2018Q3 20235
Polaris Wealth Advisory Group, LLC 551.26%1.35%1.45%Q3 2022Q3 20235
HEADINVEST, LLC 210.02%0.07%0.12%Q4 2016Q3 20235
Acropolis Investment Management, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
SeaCrest Wealth Management, LLC 410.01%0.06%0.07%Q4 2017Q2 20225
Mutual Advisors, LLC 320.01%0.02%0.04%Q2 2022Q3 20235
Anson Capital, Inc. 552.36%7.57%11.11%Q4 2021Q4 20225
MARIPAU WEALTH MANAGEMENT LLC 550.21%0.27%0.34%Q4 2021Q4 20225
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.09%0.10%0.11%Q4 2022Q4 20235
Allspring Global Investments Holdings, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
M Holdings Securities, Inc. 440.26%0.31%0.46%Q2 2020Q1 20214
Intelligent Financial Strategies 310.09%1.80%3.96%Q4 2021Q4 20224
Badgley Phelps Wealth Managers, LLC 441.27%1.58%1.89%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.06%0.08%0.11%Q4 2022Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 440.40%0.72%0.91%Q4 2022Q3 20234
Hassell Wealth Management, LLC 447.00%7.65%8.33%Q4 2022Q3 20234
Modus Advisors, LLC 441.44%1.49%1.51%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 441.68%1.78%1.84%Q4 2022Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 440.16%0.21%0.24%Q4 2022Q3 20234
DDFG, Inc 441.17%1.19%1.23%Q4 2022Q3 20234
Fulcrum Equity Management 440.12%0.62%1.55%Q1 2021Q4 20214
Mill Creek Capital Advisors, LLC 440.01%0.15%0.37%Q4 2022Q3 20234
Archford Capital Strategies, LLC 441.25%1.39%1.48%Q4 2022Q3 20234
Financial Network Wealth Management LLC 440.47%0.53%0.60%Q4 2022Q3 20234
Simplicity Wealth,LLC 442.75%3.02%3.26%Q4 2022Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Cornerstone Wealth Management, LLC 210.01%0.07%0.23%Q2 2017Q1 20194
Cadence Bank 440.04%0.05%0.06%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.29%0.29%0.29%Q4 2021Q3 20224
NICOLET ADVISORY SERVICES, LLC 440.09%0.20%0.25%Q4 2022Q3 20234
Bremer Bank National Association 441.37%1.71%2.05%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
BOSTON ADVISORS LLC 440.66%0.85%0.95%Q4 2018Q3 20194
Texas Capital Bank Wealth Management Services Inc 440.05%0.56%1.12%Q3 2020Q2 20214
Arista Wealth Management, LLC 443.59%5.76%7.01%Q4 2022Q3 20234
AMI INVESTMENT MANAGEMENT INC 443.40%3.78%3.96%Q4 2022Q3 20234
Heritage Financial Services, LLC 4422.31%22.85%23.34%Q4 2022Q3 20234
Congress Wealth Management LLC / DE / 440.03%0.04%0.05%Q4 2022Q3 20234
BALDWIN BROTHERS LLC/MA 440.00%0.28%0.44%Q1 2023Q4 20234
Financial Engines Advisors L.L.C. 440.00%0.01%0.05%Q4 2022Q3 20234
Spears Abacus Advisors LLC 440.02%0.02%0.03%Q1 2020Q4 20204
FIRST MERCANTILE TRUST CO 444.93%5.10%5.37%Q4 2020Q3 20214
SALEM INVESTMENT COUNSELORS INC 310.00%0.00%0.00%Q4 2020Q3 20234
Clear Creek Financial Management, LLC 310.02%0.11%0.16%Q3 2020Q3 20234
WOLVERINE TRADING, LLC 210.00%0.01%0.02%Q4 2016Q1 20194
SageView Advisory Group, LLC 440.02%0.05%0.10%Q4 2022Q3 20234
Forza Wealth Management, LLC 441.91%2.08%2.51%Q4 2022Q3 20234
Verity Asset Management, Inc. 210.89%1.55%2.95%Q2 2020Q3 20234
Flagstone Financial Management 440.20%0.22%0.26%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.27%0.46%0.56%Q4 2022Q3 20234
MOODY NATIONAL BANK TRUST DIVISION 440.02%0.02%0.02%Q4 2022Q3 20234
Opus Capital Group, LLC 444.53%5.31%6.00%Q4 2022Q3 20234
True Wealth Design, LLC 448.97%11.45%13.59%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.05%Q4 2022Q3 20234
Titan Capital Management, LLC /TX 315.76%8.15%10.00%Q3 2021Q2 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.16%0.27%0.32%Q4 2020Q3 20214
SUNTRUST BANKS INC 440.01%0.02%0.02%Q4 2018Q3 20194
Whitcomb & Hess, Inc. 440.52%0.61%0.80%Q4 2022Q3 20234
Blossom Wealth Management 441.27%1.39%1.56%Q4 2022Q3 20234
LaFleur & Godfrey LLC 440.05%0.05%0.06%Q3 2022Q2 20234
Risk Paradigm Group, LLC 440.03%0.32%0.44%Q1 2015Q4 20154
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Hirtle Callaghan & Co LLC 310.05%3.93%5.49%Q1 2020Q3 20234
Signature Wealth Management Group 440.00%0.00%0.01%Q4 2017Q3 20184
Visionary Wealth Advisors 440.06%0.15%0.24%Q2 2020Q1 20214
Tillman Hartley LLC 442.43%2.75%3.59%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
AMERICAN CENTURY COMPANIES INC 440.01%0.01%0.01%Q1 2022Q4 20224
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q3 20234
Delap Wealth Advisory, LLC 444.19%4.65%4.87%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.01%Q1 2022Q3 20234
INSIGHT 2811, INC. 440.31%0.32%0.34%Q4 2020Q3 20214
Manning & Napier Group, LLC 440.06%0.06%0.07%Q1 2021Q4 20214
Monument Capital Management 440.54%0.82%1.07%Q1 2021Q4 20214
BANK HAPOALIM BM 440.02%0.03%0.04%Q1 2021Q4 20214
PEOPLES BANK /OH 443.43%3.58%3.76%Q4 2022Q3 20234
Alhambra Investment Management LLC 447.62%9.42%10.45%Q4 2022Q3 20234
Altiora Financial Group, LLC 443.85%4.28%4.88%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.15%0.17%0.18%Q4 2021Q3 20224
New Republic Capital, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
ETF Store, Inc. 440.23%0.25%0.28%Q4 2022Q3 20234
Fluent Financial, LLC 441.02%1.21%1.36%Q4 2022Q3 20234
Marietta Wealth Management, LLC 440.60%0.64%0.72%Q4 2022Q3 20234
Private Capital Group, LLC 310.02%0.03%0.03%Q4 2017Q2 20194
RDA Financial Network 440.17%0.19%0.23%Q1 2020Q4 20204
Capital One Investing, Inc. 440.99%1.07%1.17%Q4 2018Q3 20194
Camelot Portfolios, LLC 440.55%0.79%0.98%Q1 2020Q4 20204
USA FINANCIAL FORMULAS 210.01%3.35%4.93%Q1 2016Q4 20214
Laird Norton Wetherby Wealth Management, LLC 440.03%0.03%0.05%Q3 2022Q2 20234
Vectors Research Management, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ancora Advisors LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Evergreen Advisors, LLC 448.32%8.54%8.86%Q4 2022Q3 20234
Antonetti Capital Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Optimal Asset Management, Inc. 330.04%0.04%0.05%Q4 2020Q2 20213
MFA WEALTH ADVISORS, LLC 210.15%0.16%0.19%Q2 2018Q1 20193
HC Advisors, LLC 330.23%0.24%0.26%Q1 2023Q3 20233
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2018Q4 20203
Forward Management, LLC 330.32%0.34%0.36%Q4 2014Q2 20153
Prostatis Group LLC 210.03%0.71%1.65%Q2 2020Q2 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
AdvicePeriod, LLC 330.02%0.03%0.03%Q3 2020Q1 20213
Sterling Financial Planning, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Greystone Financial Group, LLC 330.11%2.81%4.41%Q3 2022Q1 20233
CVA Family Office, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Apeiron RIA LLC 330.14%0.15%0.16%Q4 2021Q2 20223
Sunflower Bank, N.A. 330.28%0.53%0.66%Q2 2020Q4 20203
VALICENTI ADVISORY SERVICES INC 330.33%0.69%0.90%Q4 2022Q2 20233
B. Riley Wealth Management, Inc. 210.00%0.03%0.06%Q1 2021Q2 20223
Sanctuary Wealth Management, L.L.C. 2115.52%17.77%19.36%Q1 2021Q4 20213
Empower Advisory Group, LLC 333.14%3.51%4.18%Q1 2023Q3 20233
BRANDYWINE OAK PRIVATE WEALTH LLC 331.84%2.80%4.68%Q1 2023Q3 20233
Knowledge Leaders Capital, LLC 331.68%1.77%1.92%Q2 2016Q4 20163
Claraphi Advisory Network, LLC 110.00%0.04%0.11%Q3 2019Q4 20213
NATIONAL PLANNING CORP 210.01%0.12%0.20%Q4 2014Q3 20173
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JNBA Financial Advisors 330.00%0.00%0.00%Q2 2022Q4 20223
American Planning Services, Inc. 330.23%4.59%13.12%Q1 2023Q3 20233
Hoese & Co LLP 330.01%0.01%0.01%Q2 2023Q4 20233
Tuttle Capital Management, LLC 330.17%0.31%0.46%Q3 2014Q1 20153
Clifford Group, LLC 330.25%0.27%0.29%Q4 2022Q2 20233
25 LLC 333.75%4.17%4.57%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 338.79%9.18%9.55%Q1 2023Q3 20233
Eukles Asset Management 330.00%0.00%0.00%Q2 2019Q4 20193
Moss Adams Wealth Advisors LLC 3319.72%20.18%20.58%Q1 2023Q3 20233
Lindbrook Capital, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Laurel Wealth Advisors, Inc. 330.52%0.65%0.77%Q2 2022Q4 20223
Vident Investment Advisory, LLC 210.01%0.14%0.26%Q2 2022Q2 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
RMR Wealth Builders 110.06%0.07%0.07%Q3 2020Q3 20213
Consolidated Portfolio Review Corp 330.11%0.30%0.45%Q1 2023Q3 20233
RETIREMENT CAPITAL STRATEGIES 214.13%5.88%7.96%Q2 2020Q3 20213
DFPG INVESTMENTS, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q1 2023Q3 20233
Clearview Wealth Advisors LLC 330.14%0.33%0.68%Q4 2022Q2 20233
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Integre Asset Management, LLC 330.12%0.12%0.12%Q2 2019Q4 20193
Golden State Equity Partners 330.15%0.21%0.30%Q1 2023Q3 20233
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 330.08%0.12%0.14%Q1 2023Q3 20233
Connecticut Wealth Management, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
ACUTE INVESTMENT ADVISORY, LLC 333.13%4.63%6.04%Q1 2022Q3 20223
SHUFRO ROSE & CO LLC 330.10%0.11%0.13%Q1 2023Q3 20233
Carlson Capital Management 210.02%0.55%1.62%Q2 2021Q4 20223
Cornerstone Planning Group LLC 210.03%0.09%0.18%Q4 2022Q3 20233
Trustees of the Smith College 336.10%7.60%9.46%Q1 2022Q3 20223
Main Management LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Cravens & Co Advisors, LLC 335.71%5.79%5.91%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Herr Investment Group LLC 330.08%0.55%1.50%Q4 2022Q2 20233
RONALD BLUE & CO LLC 332.55%4.31%5.80%Q4 2016Q2 20173
JAMES INVESTMENT RESEARCH INC 210.03%0.10%0.23%Q4 2022Q3 20233
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.08%0.08%0.08%Q1 2023Q3 20233
StrongBox Wealth, LLC 332.24%3.41%4.56%Q2 2023Q4 20233
WT Wealth Management 210.38%0.40%0.42%Q3 2020Q4 20213
Hilltop Holdings Inc. 210.08%0.15%0.28%Q2 2019Q2 20203
Riggs Asset Managment Co. Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Virtue Capital Management, LLC 210.00%0.06%0.18%Q4 2017Q4 20213
Montecito Bank & Trust 210.06%0.09%0.10%Q3 2022Q4 20233
Icon Wealth Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BOKF, NA 210.00%0.00%0.00%Q3 2017Q2 20233
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q3 20213
BAKER BOYER NATIONAL BANK 331.77%1.87%1.99%Q1 2023Q3 20233
Parcion Private Wealth LLC 210.03%0.06%0.12%Q3 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.06%0.09%0.14%Q4 2022Q3 20233
JFS WEALTH ADVISORS, LLC 210.01%0.17%0.26%Q4 2016Q3 20183
AlphaStar Capital Management, LLC 210.02%0.19%0.54%Q4 2017Q4 20213
West Coast Financial LLC 330.10%0.11%0.11%Q2 2013Q4 20133
First PREMIER Bank 330.08%0.13%0.18%Q1 2023Q3 20233
Quaker Wealth Management, LLC 332.96%3.07%3.25%Q1 2023Q3 20233
Grove Bank & Trust 330.00%0.00%0.01%Q4 2022Q2 20233
Robertson Stephens Wealth Management, LLC 210.06%0.11%0.20%Q1 2020Q3 20233
PFG Investments, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Sharkey, Howes & Javer 210.12%0.37%0.50%Q3 2022Q3 20233
Heirloom Wealth Management 210.13%0.14%0.15%Q4 2022Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.17%0.38%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.02%0.04%0.05%Q1 2022Q3 20223
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
One Capital Management, LLC 330.30%0.37%0.42%Q1 2023Q3 20233
Ullmann Wealth Partners Group, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
OneDigital Investment Advisors LLC 330.06%0.09%0.10%Q1 2023Q3 20233
NorthRock Partners, LLC 330.08%0.30%0.65%Q3 2019Q1 20203
KING LUTHER CAPITAL MANAGEMENT CORP 330.00%0.02%0.03%Q1 2023Q3 20233
NewSquare Capital LLC 330.00%0.01%0.02%Q1 2022Q3 20223
BIP Wealth, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
Centurion Wealth Management LLC 330.22%0.35%0.41%Q4 2022Q2 20233
Delta Investment Management, LLC 330.07%0.10%0.13%Q2 2021Q4 20213
ROBINSON CAPITAL MANAGEMENT, LLC 330.03%0.03%0.03%Q4 2020Q2 20213
DRIVE WEALTH MANAGEMENT, LLC 330.09%0.11%0.12%Q1 2023Q3 20233
Avior Wealth Management, LLC 210.00%0.00%0.00%Q3 2021Q3 20233
AJ Advisors, LLC 332.32%2.50%2.65%Q4 2022Q2 20233
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Lenox Wealth Management, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Advisors Preferred, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Inspire Investing, LLC 112.45%5.95%9.46%Q3 2020Q1 20212
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q4 20222
Trust Co 220.18%0.23%0.27%Q2 2023Q3 20232
Measured Wealth Private Client Group, LLC 110.08%0.18%0.29%Q3 2017Q3 20182
BerganKDV Wealth Management, LLC 110.00%0.07%0.13%Q4 2022Q2 20232
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 112.36%4.71%7.06%Q3 2022Q3 20232
CHEMICAL BANK 220.03%0.04%0.05%Q1 2019Q2 20192
CHOREO, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Family Management Corp 220.01%0.01%0.01%Q2 2019Q3 20192
Diversified Portfolios, Inc. 220.26%0.28%0.30%Q4 2020Q1 20212
Retirement Planning Group, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Hanson & Doremus Investment Management 220.01%3.04%6.06%Q2 2023Q3 20232
Procyon Advisors, LLC 220.02%0.03%0.03%Q1 2020Q2 20202
Wade Financial Advisory, Inc 222.75%2.92%3.09%Q1 2023Q2 20232
Arcadia Wealth Management, LLC 221.55%1.59%1.63%Q4 2022Q1 20232
VitalStone Financial, LLC 220.01%0.38%0.75%Q1 2023Q2 20232
MRP Capital Investments, LLC 220.01%0.34%0.66%Q4 2022Q1 20232
Atomi Financial Group, Inc. 220.10%0.11%0.12%Q2 2023Q3 20232
Winslow, Evans & Crocker, Inc. 220.01%0.01%0.01%Q1 2017Q2 20172
TEXAS CAPITAL BANCSHARES INC/TX 221.40%1.45%1.49%Q3 2020Q4 20202
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
ASB Consultores, LLC 110.11%0.13%0.15%Q4 2021Q2 20232
Cherry Tree Wealth Management, LLC 220.79%0.79%0.79%Q2 2023Q3 20232
Conrad Siegel Investment Advisors, Inc. 110.45%0.85%1.25%Q4 2021Q2 20222
Icon Wealth Advisors, LLC 220.01%0.02%0.03%Q3 2022Q4 20222
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.23%0.24%0.25%Q4 2021Q1 20222
Schubert & Co 220.03%0.03%0.03%Q2 2022Q3 20222
HRT FINANCIAL LP 110.01%0.03%0.05%Q2 2021Q3 20222
Mascoma Wealth Management LLC 220.02%0.06%0.10%Q1 2022Q2 20222
Abbrea Capital, LLC 221.79%1.81%1.84%Q2 2023Q3 20232
FOUNDERS FINANCIAL SECURITIES LLC 220.04%0.04%0.04%Q3 2021Q4 20212
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
LOWE BROCKENBROUGH & CO INC 220.13%0.23%0.34%Q2 2023Q3 20232
Golden State Wealth Management, LLC 220.04%0.04%0.04%Q2 2019Q3 20192
FORVIS Wealth Advisors, LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Salomon & Ludwin, LLC 220.07%0.18%0.29%Q2 2023Q3 20232
LAKEWOOD CAPITAL MANAGEMENT, LP 221.93%2.05%2.16%Q2 2023Q3 20232
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Linscomb & Williams, Inc. 110.01%0.02%0.02%Q1 2020Q4 20212
Vanguard Personalized Indexing Management, LLC 220.06%0.07%0.07%Q4 2020Q1 20212
Rain Capital Management, LLC 220.07%8.47%16.87%Q2 2023Q3 20232
Mach-1 Financial Group, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Sentinus, LLC 220.32%0.34%0.36%Q1 2023Q2 20232
Visionary Asset Management, Inc. 110.15%0.95%1.75%Q3 2014Q1 20162
Retirement Solution Inc. 220.20%0.23%0.25%Q1 2021Q2 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.06%0.11%Q4 2022Q4 20232
Brio Consultants, LLC 220.07%0.23%0.39%Q4 2021Q1 20222
VALLEY NATIONAL ADVISERS INC 220.01%0.01%0.01%Q3 2019Q4 20192
HARVEST GROUP WEALTH MANAGEMENT, LLC 222.86%3.47%4.07%Q4 2022Q1 20232
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 220.28%0.59%0.89%Q4 2021Q1 20222
SILVERLAKE WEALTH MANAGEMENT LLC 220.51%0.63%0.76%Q2 2023Q3 20232
TCG Advisors, LP 220.18%0.18%0.19%Q1 2019Q2 20192
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
EXCHANGE TRADED CONCEPTS, LLC 110.08%1.88%3.68%Q3 2020Q1 20222
Newport Capital Group, LLC 225.02%7.53%10.04%Q2 2023Q3 20232
Planning Center, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
UNION SAVINGS BANK 220.04%0.04%0.04%Q2 2023Q3 20232
Investors Capital Advisory Services 220.10%0.11%0.11%Q1 2016Q2 20162
Partnervest Advisory Services LLC 220.16%0.34%0.52%Q1 2018Q2 20182
Silverleafe Capital Partners, LLC 111.70%2.03%2.36%Q3 2022Q4 20232
CIBC WORLD MARKET INC. 220.01%0.01%0.01%Q3 2015Q4 20152
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Wealthspire Advisors, L.P. 110.00%0.09%0.18%Q1 2019Q3 20202
Virtu Financial LLC 220.03%0.08%0.13%Q3 2017Q4 20172
Apollon Wealth Management, LLC 220.07%0.07%0.08%Q4 2022Q1 20232
MONTAG A & ASSOCIATES INC 220.01%0.01%0.01%Q2 2023Q3 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.08%0.09%0.10%Q3 2020Q4 20202
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q3 2016Q4 20162
Semmax Financial Advisors Inc. 110.00%0.01%0.02%Q4 2018Q3 20232
Seaside Wealth Management, Inc. 223.55%3.57%3.60%Q2 2023Q3 20232
Barnett & Company, Inc. 220.00%0.01%0.02%Q3 2021Q4 20212
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q2 20192
Auour Investments LLC 221.69%1.73%1.78%Q2 2023Q3 20232
Addison Advisors LLC 222.25%3.09%3.92%Q2 2023Q3 20232
Westchester Capital Management, Inc. 220.10%0.10%0.11%Q4 2020Q1 20212
CABANA LLC 110.01%4.45%8.88%Q2 2020Q1 20222
Core Wealth Partners LLC 220.37%0.82%1.28%Q2 2023Q3 20232
Bridgewater Advisors Inc. 228.24%9.22%10.20%Q2 2023Q3 20232
MGO Private Wealth, LLC 220.27%0.31%0.35%Q2 2023Q3 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.01%0.01%0.01%Q2 2018Q3 20182
Kalos Management, Inc. 220.09%0.10%0.12%Q1 2021Q2 20212
Laffer Tengler Investments, Inc. 220.02%0.02%0.02%Q2 2020Q3 20202
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
F3Logic, LLC 220.04%0.05%0.06%Q4 2019Q1 20202
Kingdom Financial Group LLC. 223.66%3.69%3.72%Q2 2023Q3 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
SVA Wealth Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
ORG Partners LLC 220.07%2.13%4.19%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.53%0.56%0.58%Q4 2018Q2 20192
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Covestor Ltd 220.10%0.14%0.18%Q2 2023Q3 20232
STANSBERRY ASSET MANAGEMENT, LLC 110.06%0.66%1.26%Q2 2022Q4 20222
Westover Capital Advisors, LLC 220.24%0.36%0.49%Q3 2020Q4 20202
Cannell & Co. 220.02%0.02%0.02%Q2 2022Q3 20222
Zhang Financial LLC 220.02%0.04%0.06%Q2 2023Q3 20232
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Summit Financial Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q3 2022Q3 20221
PATHSTONE FAMILY OFFICE, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Dakota Wealth Management 110.06%0.06%0.06%Q3 2023Q3 20231
Belmont Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.03%0.03%0.03%Q1 2020Q1 20201
Riverview Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
NVWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Taconic Capital Advisors LP 110.09%0.09%0.09%Q2 2023Q2 20231
HMS Capital Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Nilsine Partners, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
HOWE & RUSLING INC 110.03%0.03%0.03%Q3 2018Q3 20181
First Command Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Trek Financial, LLC 113.94%3.94%3.94%Q4 2018Q4 20181
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Marquette Asset Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Geometric Wealth Advisors 112.41%2.41%2.41%Q3 2023Q3 20231
Strait & Sound Wealth Management LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Sierra Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
HAZLETT, BURT & WATSON, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
BTS Asset Management, Inc. 111.74%1.74%1.74%Q1 2023Q1 20231
COMMERCE BANK 111.44%1.44%1.44%Q4 2018Q4 20181
CNB Bank 110.01%0.01%0.01%Q2 2019Q2 20191
Birchcreek Wealth Management, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Trinity Financial Advisors LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Chicago Partners Investment Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
MOTCO 110.00%0.00%0.00%Q1 2023Q1 20231
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SJS Investment Consulting Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Westside Investment Management, Inc. 110.07%0.07%0.07%Q3 2022Q3 20221
IAM Advisory, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
LJI Wealth Management, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2022Q3 20221
Alaska Permanent Capital Management 110.03%0.03%0.03%Q4 2021Q4 20211
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.60%0.60%0.60%Q4 2021Q4 20211
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
WIT, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
SHAYNE & JACOBS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Pasadena Private Wealth, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
RFP Financial Group LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Marks Wealth, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
JT Stratford LLC 110.42%0.42%0.42%Q3 2019Q3 20191
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Certus Wealth Management, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
Paragon Wealth Strategies, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Vident Advisory, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Placemark Investments, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
BluePath Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Roth Financial Partners LLC 113.40%3.40%3.40%Q3 2023Q3 20231
Glenview Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Mraz, Amerine & Associates, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Eudaimonia Partners, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SFMG, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Financial Advocates Investment Management 110.04%0.04%0.04%Q3 2021Q3 20211
Capital Directions Investment Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
WFA Asset Management Corp 110.03%0.03%0.03%Q2 2023Q2 20231
HALL LAURIE J TRUSTEE 110.00%0.00%0.00%Q4 2020Q4 20201
Savant Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
McIlrath & Eck, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Retireful, LLC 110.54%0.54%0.54%Q1 2023Q1 20231
Cedar Brook Financial Partners, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.06%0.06%0.06%Q3 2023Q3 20231
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Annex Advisory Services, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Riverwater Partners LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Ballew Advisors, Inc 111.58%1.58%1.58%Q4 2021Q4 20211
Crow Point Partners, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
MOULTON WEALTH MANAGEMENT, INC 112.82%2.82%2.82%Q3 2022Q3 20221
WEALTHSOURCE PARTNERS, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Carmel Capital Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Authentikos Wealth Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q3 2019Q3 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q1 2019Q1 20191
Kovitz Investment Group Partners, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Invesco Ltd. 110.00%0.00%0.00%Q4 2022Q4 20221
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
MILESTONE ASSET MANAGEMENT, LLC 112.85%2.85%2.85%Q1 2023Q1 20231
Eagle Ridge Investment Management 110.03%0.03%0.03%Q3 2020Q3 20201
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Oxbow Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BRIGHTON JONES LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SevenBridge Financial Group, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TIAA, FSB 110.00%0.00%0.00%Q2 2023Q2 20231
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
New World Advisors LLC 110.40%0.40%0.40%Q2 2021Q2 20211
DOPKINS WEALTH MANAGEMENT, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.09%0.09%0.09%Q2 2022Q2 20221
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HawsGoodwin Investment Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Blue Sky Asset Management, LLC 111.32%1.32%1.32%Q1 2020Q1 20201
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20141
AWM CAPITAL, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Bridgeworth, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2019Q2 20191
Pathway Financial Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.02%0.02%0.02%Q1 2022Q1 20221
RNC CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Rainwater Charitable Foundation 1113.24%13.24%13.24%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.06%0.06%0.06%Q3 2022Q3 20221
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DCM Advisors, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
MISSION WEALTH MANAGEMENT, LP 110.06%0.06%0.06%Q3 2015Q3 20151
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Wind River Trust Co 111.86%1.86%1.86%Q3 2020Q3 20201
TSFG, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
HARTLINE INVESTMENT CORP/ 110.40%0.40%0.40%Q3 2022Q3 20221
Total Clarity Wealth Management, Inc. 111.36%1.36%1.36%Q2 2023Q2 20231
Fortis Advisors, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 112.96%2.96%2.96%Q4 2020Q4 20201
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
DWM Financial Group, Inc. 114.72%4.72%4.72%Q2 2020Q2 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Silver Oak Advisory Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
FundX Investment Group, LLC 116.82%6.82%6.82%Q2 2020Q2 20201
LITTLE HOUSE CAPITAL LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Compton Wealth Advisory Group, LLC 110.25%0.25%0.25%Q4 2018Q4 20181
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Barber Financial Group, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Raleigh Capital Management Inc. 110.03%0.03%0.03%Q3 2022Q3 20221
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Trilogy Capital Inc. 110.68%0.68%0.68%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Clean Yield Group 110.00%0.00%0.00%Q4 2020Q4 20201
Cardinal Point Capital Management ULC 119.81%9.81%9.81%Q3 2023Q3 20231
TCG Advisory Services, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
TRUST CO OF OKLAHOMA 110.09%0.09%0.09%Q3 2023Q3 20231
Truadvice, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Activest Wealth Management 110.00%0.00%0.00%Q4 2022Q4 20221
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
EA Series Trust 110.33%0.33%0.33%Q2 2023Q2 20231
Beaird Harris Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Lake Point Wealth Management 110.02%0.02%0.02%Q4 2018Q4 20181
BT Wealth Management LLC 110.06%0.06%0.06%Q2 2022Q2 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
GODSEY & GIBB, INC 110.05%0.05%0.05%Q1 2022Q1 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Silicon Valley Capital Partners 110.01%0.01%0.01%Q2 2023Q2 20231
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.63%0.63%0.63%Q1 2017Q1 20171
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q1 2021Q1 20211
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AJ WEALTH STRATEGIES, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
RPg Family Wealth Advisory, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2018Q2 20181
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST FINANCIAL CORP /IN/ 110.02%0.02%0.02%Q3 2023Q3 20231
Trivant Custom Portfolio Group, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Pallas Capital Advisors LLC 110.61%0.61%0.61%Q3 2023Q3 20231
TrueWealth Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Carter Financial Group, INC. 110.34%0.34%0.34%Q1 2022Q1 20221
Summit Trail Advisors, LLC 111.09%1.09%1.09%Q3 2023Q3 20231
First County Bank /CT/ 110.38%0.38%0.38%Q4 2022Q4 20221
W.H. Cornerstone Investments Inc. 110.61%0.61%0.61%Q3 2023Q3 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
ACAS, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Synergy Asset Management, LLC 110.43%0.43%0.43%Q1 2023Q1 20231
RITHOLTZ WEALTH MANAGEMENT 110.38%0.38%0.38%Q4 2016Q4 20161
Horan Securities, Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
Confluence Wealth Services, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2020Q3 20201
Operose Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
VALLEY FINANCIAL MANAGEMENT, INC. 111.32%1.32%1.32%Q4 2022Q4 20221
Southland Equity Partners LLC 110.12%0.12%0.12%Q3 2021Q3 20211
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oakworth Capital, Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
Hedeker Wealth, LLC 111.93%1.93%1.93%Q1 2020Q1 20201
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.16%0.16%0.16%Q3 2023Q3 20231
DRW Securities, LLC 110.14%0.14%0.14%Q2 2014Q2 20141
COLUMBIA ADVISORY PARTNERS LLC 110.45%0.45%0.45%Q3 2023Q3 20231
PRUDENTIAL PLC 110.03%0.03%0.03%Q2 2023Q2 20231
Key FInancial Inc 110.00%0.00%0.00%Q3 2023Q3 20231
BCM ADVISORS, LLC 1112.10%12.10%12.10%Q1 2020Q1 20201
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Eldridge Investment Advisors, Inc. 111.56%1.56%1.56%Q4 2017Q4 20171
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
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This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.