VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.13%0.28%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.33%0.68%1.29%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.51%1.82%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.15%0.31%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.26%0.51%0.78%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.14%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.04%4.33%8.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 3560.00%0.04%0.14%Q2 2013Q3 202341
ASSETMARK, INC 41410.23%1.09%2.38%Q3 2013Q3 202341
Transamerica Financial Advisors, Inc. 3560.00%0.37%1.00%Q2 2013Q3 202341
LINCOLN NATIONAL CORP 40402.55%3.68%4.90%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.17%0.44%Q1 2014Q3 202339
Regal Investment Advisors LLC 2610.09%0.16%0.51%Q3 2013Q3 202338
Clear Harbor Asset Management, LLC 37370.03%0.21%0.36%Q1 2014Q1 202337
FRANKLIN RESOURCES INC 23140.00%0.00%0.00%Q3 2013Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 3520.00%0.00%0.01%Q2 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 3610.02%0.05%0.15%Q2 2013Q3 202337
Janney Montgomery Scott LLC 2980.02%0.13%0.24%Q1 2014Q3 202337
TRUST CO OF VIRGINIA /VA 22140.02%0.81%1.86%Q4 2013Q3 202336
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202336
Rehmann Capital Advisory Group 1920.03%0.04%0.06%Q1 2014Q3 202336
FC Advisory LLC 36361.32%3.00%6.03%Q1 2015Q4 202336
DUNCKER STREETT & CO INC 20160.01%0.02%0.05%Q3 2014Q3 202336
Boston Trust Walden Corp 36360.00%0.02%0.05%Q2 2013Q1 202236
US BANCORP \DE\ 3410.00%0.00%0.04%Q4 2014Q3 202335
PARK AVENUE SECURITIES LLC 35350.18%3.06%13.72%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.64%5.88%9.12%Q1 2015Q3 202335
CITIGROUP INC 3410.00%0.00%0.00%Q3 2014Q3 202335
Quantitative Advantage, LLC 3410.12%0.64%1.66%Q4 2013Q1 202335
Stratos Wealth Partners, LTD. 35350.01%0.03%0.05%Q1 2015Q3 202335
B. Riley Wealth Advisors, Inc. 3310.00%0.48%0.84%Q4 2014Q3 202334
Private Advisor Group, LLC 3210.00%0.05%0.24%Q3 2014Q3 202334
WHITTIER TRUST CO 33330.00%0.00%0.01%Q4 2014Q4 202233
Freedom Investment Management, Inc. 33330.03%0.42%1.20%Q3 2015Q3 202333
Bartlett & Co. LLC 17160.00%0.53%1.07%Q3 2015Q4 202333
Blume Capital Management, Inc. 33330.01%0.47%2.38%Q4 2013Q4 202133
Cambridge Advisors Inc. 33330.11%0.15%0.24%Q3 2015Q3 202333
SEI INVESTMENTS CO 33330.00%0.02%0.03%Q3 2015Q3 202333
Creative Planning 2110.00%0.00%0.00%Q2 2013Q3 202333
Brinker Capital Investments, LLC 32320.03%0.12%0.72%Q2 2013Q1 202132
Checchi Capital Advisers, LLC 32320.09%0.49%1.42%Q4 2015Q3 202332
UBS ASSET MANAGEMENT AMERICAS INC 31310.00%0.02%0.04%Q2 2013Q4 202032
BANK OF HAWAII 32320.03%0.31%2.69%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.03%0.25%0.65%Q4 2015Q3 202332
MATHER GROUP, LLC. 32322.20%7.12%9.60%Q4 2015Q3 202332
Advisory Alpha, LLC 1650.00%1.84%5.39%Q4 2014Q3 202332
IFP Advisors, Inc 17140.00%0.02%0.08%Q4 2015Q3 202331
First Horizon Advisors, Inc. 31310.00%0.34%0.59%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.15%Q1 2016Q3 202331
HT Partners LLC 31310.27%2.27%3.98%Q1 2016Q3 202331
Advisory Services Network, LLC 2740.00%0.06%0.14%Q4 2015Q3 202331
Atria Investments, Inc 31310.03%0.67%2.32%Q1 2016Q3 202331
BlackRock Inc. 2920.00%0.00%0.04%Q4 2015Q3 202331
KEYBANK NATIONAL ASSOCIATION/OH 31310.01%0.47%0.62%Q1 2016Q3 202331
BANK OF MONTREAL /CAN/ 2710.00%0.00%0.01%Q4 2015Q3 202330
Bank of New York Mellon Corp 2910.00%0.05%0.08%Q4 2015Q3 202330
Morningstar Investment Services LLC 30300.13%0.75%1.60%Q2 2016Q3 202330
CWM, LLC 1410.00%0.01%0.05%Q4 2013Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q3 2014Q3 202330
Valmark Advisers, Inc. 30301.02%1.41%1.64%Q2 2016Q3 202330
UNITED CAPITAL FINANCIAL ADVISORS, LLC 29290.00%0.12%0.27%Q2 2016Q2 202329
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q4 2013Q3 202329
WESBANCO BANK INC 18110.02%0.03%0.04%Q2 2016Q3 202329
Sequoia Financial Advisors, LLC 29290.11%0.29%0.46%Q3 2016Q3 202329
KAYS FINANCIAL ADVISORY CORP /ADV 28280.76%1.39%2.02%Q4 2013Q3 202028
JANE STREET GROUP, LLC 1310.00%0.04%0.23%Q1 2014Q3 202328
MEEDER ASSET MANAGEMENT INC 28280.00%0.05%0.22%Q1 2016Q4 202228
FIFTH THIRD BANCORP 2610.00%0.00%0.01%Q2 2014Q3 202328
Ridgewood Investments LLC 28280.33%0.43%0.59%Q4 2016Q3 202328
ALLIANCEBERNSTEIN L.P. 28280.00%0.00%0.01%Q4 2016Q3 202328
Betterment LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
Simplicity Solutions, LLC 1610.01%1.03%2.59%Q4 2015Q3 202328
AE Wealth Management LLC 28280.18%1.25%2.18%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.00%0.06%0.13%Q4 2016Q3 202327
GOLDMAN SACHS GROUP INC 1040.00%0.00%0.00%Q4 2013Q3 202327
RKL Wealth Management LLC 2610.17%3.08%4.87%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.13%0.26%Q2 2013Q4 201927
Citadel Advisors 1010.00%0.00%0.03%Q4 2016Q3 202327
Eagle Ridge Investment Management 27271.59%2.24%3.18%Q3 2015Q1 202227
Laird Norton Wetherby Wealth Management, LLC 2430.03%0.22%0.40%Q2 2013Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.10%0.25%Q2 2017Q3 202326
Capital Analysts, LLC 1970.00%0.01%0.05%Q4 2016Q3 202326
Raymond James Financial Services Advisors, Inc. 1970.03%0.05%0.09%Q1 2017Q3 202326
HighTower Advisors, LLC 1230.00%0.06%0.12%Q4 2016Q3 202326
Parallel Advisors, LLC 26260.00%0.01%0.03%Q2 2017Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 25250.16%0.27%0.39%Q4 2017Q4 202325
TRUIST FINANCIAL CORP 25250.02%0.05%0.14%Q3 2017Q3 202325
Kovack Advisors, Inc. 25250.06%0.08%0.10%Q3 2017Q3 202325
Allianz Asset Management GmbH 25250.00%0.01%0.02%Q4 2013Q4 201925
UNITED SERVICES AUTOMOBILE ASSOCIATION 1310.02%0.14%0.35%Q2 2016Q3 202325
Money Design Co.,Ltd. 25250.87%1.79%2.68%Q3 2017Q3 202325
First Heartland Consultants, Inc. 1960.10%0.40%0.74%Q2 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
IndexIQ Advisors LLC 24240.05%1.08%4.62%Q2 2016Q1 202224
Integrated Wealth Concepts LLC 24240.00%0.04%0.12%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1920.00%0.01%0.02%Q4 2016Q3 202324
AlphaStar Capital Management, LLC 24240.24%0.40%0.64%Q4 2017Q3 202324
Columbus Macro, LLC 24240.85%1.74%3.24%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.10%6.32%9.92%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.16%0.26%0.40%Q4 2017Q3 202324
Brookstone Capital Management 2110.00%0.19%0.28%Q2 2015Q3 202324
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1770.01%1.12%1.91%Q4 2014Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 24240.00%0.02%0.03%Q4 2017Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.08%0.36%0.82%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.54%Q4 2017Q3 202324
Chandler Asset Management, Inc. 24240.42%1.16%2.68%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.71%0.92%1.25%Q2 2013Q1 201924
CreativeOne Wealth, LLC 23230.55%0.84%1.28%Q1 2018Q3 202323
Valeo Financial Advisors, LLC 23230.00%0.01%0.02%Q4 2017Q2 202323
Fisher Asset Management, LLC 1850.00%0.05%0.13%Q4 2017Q3 202323
LEUTHOLD GROUP, LLC 1940.36%0.57%1.21%Q2 2013Q2 202323
Rockefeller Capital Management L.P. 23230.02%0.26%0.95%Q1 2018Q3 202323
CAPTRUST FINANCIAL ADVISORS 1520.00%0.00%0.01%Q4 2015Q3 202323
Gradient Investments LLC 2010.00%0.00%0.02%Q4 2016Q3 202323
MISSION WEALTH MANAGEMENT, LP 23230.03%2.99%4.84%Q1 2018Q3 202323
Financial Advocates Investment Management 23230.02%0.08%0.16%Q4 2017Q2 202323
NewEdge Advisors, LLC 2210.02%0.10%0.18%Q2 2017Q3 202323
Peninsula Wealth, LLC 23230.24%0.36%0.50%Q1 2018Q3 202323
Parkside Financial Bank & Trust 23230.01%0.03%0.04%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.08%Q4 2016Q2 202223
JPMORGAN CHASE & CO 2110.00%0.03%0.06%Q3 2014Q3 202323
WealthShield Partners, LLC 2030.01%0.26%1.00%Q4 2017Q3 202323
MUFG Americas Holdings Corp 2020.00%0.00%0.01%Q4 2015Q3 202222
OneDigital Investment Advisors LLC 1340.01%0.07%0.28%Q2 2017Q3 202322
Financial Management Professionals, Inc. 22220.00%0.00%0.02%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 920.00%0.03%0.29%Q2 2013Q3 202322
COMERICA BANK 2110.00%0.00%0.01%Q4 2017Q3 202322
ALTFEST L J & CO INC 1930.05%0.09%0.23%Q1 2018Q3 202322
DEUTSCHE BANK AG\ 22220.00%0.02%0.04%Q1 2018Q2 202322
FIFTH THIRD SECURITIES, INC. 1510.05%0.64%2.01%Q4 2017Q3 202322
Capital Investment Advisory Services, LLC 1930.00%0.08%0.27%Q2 2017Q3 202322
DEARBORN PARTNERS LLC 21210.01%0.02%0.02%Q3 2018Q3 202321
SCHRODER INVESTMENT MANAGEMENT GROUP 1740.00%0.00%0.00%Q3 2017Q4 202221
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Vectors Research Management, LLC 21210.14%1.46%6.60%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.01%0.08%0.27%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.39%0.62%1.03%Q3 2018Q3 202321
GOULD ASSET MANAGEMENT LLC /CA/ 1560.14%0.82%4.14%Q2 2015Q3 202121
PROFFITT & GOODSON INC 21211.92%2.60%3.37%Q3 2018Q3 202321
Belpointe Asset Management LLC 1610.02%0.04%0.10%Q3 2017Q3 202321
TELEMUS CAPITAL, LLC 20200.03%0.06%0.08%Q4 2018Q3 202320
CREDIT SUISSE AG/ 1210.00%0.01%0.04%Q1 2013Q4 202220
Symmetry Partners, LLC 20200.32%0.70%1.04%Q4 2016Q3 202120
Executive Wealth Management, LLC 20200.00%4.99%7.31%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.06%0.14%Q4 2018Q3 202320
Resource Planning Group 20200.26%0.56%0.82%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20200.58%1.39%2.25%Q4 2018Q3 202320
Ally Invest Advisors Inc. 20205.30%6.26%7.38%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.14%Q4 2017Q3 202220
Aspire Private Capital, LLC 20201.35%1.81%2.27%Q4 2018Q3 202320
TIEDEMANN ADVISORS, LLC 20200.07%0.44%1.93%Q4 2018Q3 202320
OPPENHEIMER & CO INC 20200.02%0.03%0.06%Q4 2018Q3 202320
First PREMIER Bank 1730.01%0.01%0.01%Q3 2017Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1910.00%0.01%0.02%Q4 2017Q3 202320
Koshinski Asset Management, Inc. 1310.05%0.09%0.15%Q4 2015Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.03%0.07%Q4 2018Q3 202320
ALPS ADVISORS INC 1730.02%0.07%0.17%Q4 2017Q3 202320
First Allied Advisory Services, Inc. 20200.01%0.16%0.32%Q4 2015Q3 202020
TRAN CAPITAL MANAGEMENT, L.P. 20200.10%0.18%0.30%Q4 2018Q3 202320
MA Private Wealth 20200.26%1.95%5.50%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.01%Q1 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.02%0.82%2.38%Q1 2018Q3 202320
ALESCO ADVISORS LLC 20200.01%0.09%0.17%Q1 2017Q4 202120
BLAIR WILLIAM & CO/IL 20200.00%0.00%0.00%Q4 2018Q3 202320
INTEGRATED CAPITAL MANAGEMENT, INC. 20201.36%5.21%8.39%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20202.85%3.42%4.00%Q4 2018Q3 202320
Bangor Savings Bank 1460.00%0.17%1.03%Q3 2018Q3 202320
PRUDENTIAL FINANCIAL INC 20200.00%0.01%0.02%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.00%0.06%0.15%Q4 2018Q3 202320
JANUS HENDERSON GROUP PLC 910.00%0.00%0.01%Q3 2017Q3 202320
Global Wealth Management Investment Advisory, Inc. 20201.79%3.00%4.12%Q4 2018Q3 202320
Private Capital Group, LLC 19190.03%0.08%0.12%Q4 2017Q2 202219
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
SIGNATUREFD, LLC 810.00%0.00%0.00%Q3 2015Q3 202319
EAGLE ASSET MANAGEMENT INC 1110.00%0.01%0.01%Q1 2016Q3 202319
NATIONAL PLANNING CORP 19190.15%0.65%1.90%Q2 2013Q4 201719
Gladstone Institutional Advisory LLC 19190.02%0.09%0.42%Q4 2018Q2 202319
Kovitz Investment Group Partners, LLC 19190.06%0.14%0.22%Q1 2019Q3 202319
Bremer Bank National Association 19190.48%1.84%2.82%Q1 2019Q3 202319
Sound Income Strategies, LLC 1360.00%0.03%0.11%Q4 2017Q3 202319
Larson Financial Group LLC 1450.00%0.00%0.01%Q4 2018Q3 202319
PACIFIC FINANCIAL GROUP INC 1330.02%0.79%4.29%Q2 2015Q3 202319
NEXT Financial Group, Inc 1310.00%0.09%0.18%Q4 2014Q4 202119
Joel Isaacson & Co., LLC 1360.01%0.02%0.04%Q3 2015Q3 202319
Wealthcare Advisory Partners LLC 1110.00%0.02%0.07%Q2 2016Q2 202319
Advisors Asset Management, Inc. 1450.00%0.00%0.01%Q1 2018Q2 202319
PFG Advisors 19190.29%0.43%0.57%Q1 2019Q3 202319
Jacobi Capital Management LLC 19190.00%0.00%0.01%Q1 2017Q3 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.67%1.22%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19191.86%2.11%2.57%Q2 2013Q4 201719
Allworth Financial LP 1810.00%0.12%0.37%Q3 2018Q3 202319
SII INVESTMENTS INC/WI 19191.03%1.25%1.83%Q2 2013Q4 201719
Cetera Advisor Networks LLC 18180.01%0.03%0.07%Q2 2019Q3 202318
FIRST NATIONAL TRUST CO 18180.19%0.31%0.44%Q2 2019Q3 202318
SeaCrest Wealth Management, LLC 1710.02%0.16%0.23%Q4 2017Q2 202218
Semmax Financial Advisors Inc. 1710.54%1.36%2.28%Q4 2018Q3 202318
RiverFront Investment Group, LLC 18180.01%0.11%0.25%Q4 2018Q1 202318
Archer Investment Corp 18180.00%0.01%0.05%Q2 2019Q3 202318
ROBERTS GLORE & CO INC /IL/ 18180.33%0.74%1.31%Q4 2017Q1 202218
Baird Financial Group, Inc. 1440.00%0.01%0.01%Q4 2017Q3 202318
FIRST FOUNDATION ADVISORS 18180.01%0.09%0.17%Q3 2018Q4 202218
HNP Capital LLC 18180.04%1.01%5.55%Q4 2018Q1 202318
Dynamic Advisor Solutions LLC 990.01%0.07%0.29%Q3 2018Q2 202318
JNBA Financial Advisors 18180.00%0.00%0.01%Q4 2018Q1 202318
Western Wealth Management, LLC 1080.04%0.06%0.09%Q1 2019Q3 202318
Mosaic Family Wealth, LLC 1430.03%0.04%0.06%Q4 2015Q4 202117
Lido Advisors, LLC 1610.00%0.01%0.02%Q2 2019Q3 202317
Invesco Ltd. 1070.00%0.00%0.01%Q4 2013Q3 202317
D.A. DAVIDSON & CO. 910.00%0.01%0.04%Q2 2015Q1 202217
Parkside Advisors LLC 17170.47%4.73%7.49%Q4 2019Q4 202317
Snowden Capital Advisors LLC 980.01%0.03%0.04%Q2 2019Q3 202317
MOODY NATIONAL BANK TRUST DIVISION 17170.00%0.01%0.03%Q1 2019Q1 202317
WT Wealth Management 17170.15%0.79%2.17%Q3 2019Q3 202317
ADVANTAGE INVESTMENT MANAGEMENT, LLC 920.00%0.14%0.45%Q4 2014Q3 201917
Advanced Asset Management Advisors Inc 1250.01%2.31%3.57%Q1 2019Q3 202317
VICTORY CAPITAL MANAGEMENT INC 17170.01%0.03%0.07%Q3 2019Q3 202317
MD Financial Management Inc. 17171.73%2.80%5.09%Q4 2017Q4 202117
Bedel Financial Consulting, Inc. 17170.00%0.10%0.30%Q1 2018Q1 202217
Cetera Advisors LLC 1510.01%0.03%0.06%Q3 2018Q3 202317
Carroll Financial Associates, Inc. 17170.00%0.00%0.01%Q4 2017Q4 202117
Brickley Wealth Management 17170.96%2.30%6.50%Q4 2017Q4 202117
Catalyst Capital Advisors LLC 17170.01%0.02%0.02%Q3 2019Q3 202317
BESSEMER GROUP INC 1410.00%0.00%0.00%Q3 2014Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 1150.02%0.15%0.39%Q4 2018Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
TFG Advisers LLC 16160.10%0.25%0.39%Q3 2019Q2 202316
Perigon Wealth Management, LLC 1510.04%0.09%0.20%Q3 2011Q3 202316
Sovereign Investment Advisors, LLC 16162.67%3.30%4.34%Q4 2019Q3 202316
HM PAYSON & CO 16160.00%0.00%0.00%Q3 2019Q2 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.01%Q4 2019Q3 202316
Faithward Advisors, LLC 16160.01%1.46%5.07%Q4 2019Q3 202316
Global Trust Asset Management, LLC 1510.00%0.06%0.63%Q2 2018Q3 202316
Disciplined Investments, LLC 16160.19%0.69%1.23%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
BDO Wealth Advisors, LLC 16160.01%0.04%0.10%Q3 2019Q2 202316
Mutual Advisors, LLC 16160.05%0.18%0.24%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Focused Wealth Management, Inc 1330.00%0.00%0.00%Q4 2018Q3 202316
Horan Securities, Inc. 640.00%0.05%0.11%Q4 2018Q1 202316
CENTAURUS FINANCIAL, INC. 1410.01%0.03%0.05%Q2 2018Q1 202316
INVESTMENT CENTERS OF AMERICA INC 1120.61%0.74%0.93%Q2 2013Q3 201716
Financial Insights, Inc. 16160.44%4.44%7.50%Q4 2018Q3 202216
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.09%0.26%0.63%Q4 2019Q3 202316
MANNING & NAPIER ADVISORS LLC 16160.00%0.03%0.15%Q4 2013Q3 201716
HOWE & RUSLING INC 1310.00%0.02%0.04%Q3 2018Q3 202316
EFG Asset Management (Americas) Corp. 16160.06%0.37%0.68%Q4 2019Q3 202316
Summit Wealth Group, LLC 16160.55%6.16%12.29%Q4 2019Q3 202316
Values First Advisors, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1140.01%0.11%0.17%Q1 2019Q3 202315
Cetera Investment Advisers 15150.03%0.14%0.20%Q1 2020Q3 202315
Baker Avenue Asset Management, LP 730.01%0.68%1.85%Q4 2014Q3 202315
Elmwood Wealth Management, Inc. 720.01%0.06%0.32%Q1 2018Q2 202215
Tortoise Investment Management, LLC 1140.00%0.25%0.84%Q1 2016Q3 202315
Keystone Financial Group 1320.04%0.07%0.10%Q4 2019Q3 202315
SigFig Wealth Management, LLC 15150.06%0.25%0.32%Q1 2020Q3 202315
ZEKE CAPITAL ADVISORS, LLC 15150.05%0.10%0.30%Q2 2019Q4 202215
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.16%0.24%0.38%Q1 2020Q3 202315
Visionary Wealth Advisors 15150.02%0.96%1.95%Q4 2019Q2 202315
Garde Capital, Inc. 1110.04%0.10%0.28%Q4 2015Q4 201915
Retirement Group, LLC 1410.00%0.01%0.01%Q4 2019Q3 202315
OneAscent Financial Services LLC 710.20%7.47%15.68%Q2 2019Q3 202315
Cerity Partners LLC 1230.00%0.01%0.04%Q3 2019Q3 202315
Center for Financial Planning, Inc. 15150.00%0.03%0.06%Q4 2019Q2 202315
Aveo Capital Partners, LLC 1140.05%0.51%1.37%Q1 2019Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.02%0.09%0.18%Q1 2020Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.01%Q1 2015Q3 201815
Orion Portfolio Solutions, LLC 15150.26%0.90%1.43%Q1 2020Q3 202315
FARMERS & MERCHANTS INVESTMENTS INC 1410.00%0.02%0.06%Q2 2013Q4 202115
Lenox Wealth Advisors, LLC 1230.00%0.00%0.01%Q1 2018Q1 202215
Advisor Group, Inc. 15150.26%0.40%0.56%Q2 2016Q4 201915
Sensible Financial Planning & Management, LLC. 1140.19%0.67%1.86%Q3 2014Q3 202315
Pinnacle Advisory Group, Inc. 1410.01%0.02%0.03%Q1 2017Q1 202115
AMI INVESTMENT MANAGEMENT INC 15150.22%0.70%1.40%Q4 2018Q2 202215
Gilbert & Cook, Inc. 15150.06%0.18%0.30%Q2 2018Q4 202115
BEAM WEALTH ADVISORS, INC. 15150.16%0.27%0.35%Q4 2019Q2 202315
SWS Partners 510.95%1.36%1.85%Q4 2017Q3 202315
Truvestments Capital LLC 860.00%0.01%0.01%Q1 2020Q3 202314
Pensionmark Financial Group, LLC 1220.05%0.10%0.19%Q4 2019Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.10%2.62%7.96%Q2 2020Q3 202314
Clearwater Capital Advisors, LLC 14140.07%0.53%0.81%Q4 2016Q1 202014
Ellis Investment Partners, LLC 14140.02%0.03%0.04%Q2 2019Q3 202214
Successful Portfolios LLC 1220.19%0.40%1.10%Q4 2019Q3 202314
MainStreet Investment Advisors LLC 14140.10%0.41%1.35%Q2 2020Q3 202314
Verde Capital Management 14140.18%0.32%0.52%Q2 2020Q3 202314
Graypoint LLC 14140.04%0.10%0.22%Q2 2020Q3 202314
Argent Trust Co 950.02%0.08%0.24%Q1 2020Q3 202314
Sigma Planning Corp 14140.01%0.02%0.04%Q2 2020Q3 202314
Front Row Advisors LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
BARD ASSOCIATES INC 14140.98%1.12%1.54%Q2 2020Q3 202314
LIBERTY WEALTH MANAGEMENT LLC 1210.05%0.21%1.76%Q4 2018Q1 202314
PITCAIRN CO 1310.02%0.03%0.04%Q2 2019Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 620.00%0.01%0.01%Q2 2017Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q2 2020Q3 202314
OLD MISSION CAPITAL LLC 310.02%0.12%0.45%Q3 2017Q1 202314
Global Financial Private Capital, Inc 14140.48%0.87%1.66%Q1 2017Q2 202014
Rosenberg Matthew Hamilton 14140.02%0.53%1.06%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 1310.01%0.02%0.04%Q4 2018Q3 202314
Trilogy Capital Inc. 1310.00%0.02%0.03%Q1 2018Q3 202314
55I, LLC 14140.50%1.39%3.20%Q4 2018Q1 202214
J.W. COLE ADVISORS, INC. 810.05%0.13%0.36%Q4 2019Q3 202314
Cribstone Capital Management, LLC 14140.01%0.02%0.04%Q2 2016Q3 201914
JFB Holdings Corp 14140.02%0.02%0.03%Q2 2013Q3 201614
Outlook Wealth Advisors, LLC 1130.17%0.42%0.81%Q1 2020Q3 202314
EP Wealth Advisors, LLC 1010.01%0.07%0.13%Q3 2019Q3 202313
Banco de Sabadell, S.A 13130.09%0.13%0.19%Q4 2017Q4 202013
SUNTRUST BANKS INC 1210.02%0.03%0.04%Q1 2016Q3 201913
Miracle Mile Advisors, LLC 13130.02%0.24%0.53%Q3 2020Q3 202313
APPLETON PARTNERS INC/MA 1010.02%0.04%0.11%Q1 2017Q1 202213
Hexagon Capital Partners LLC 13130.00%0.00%0.03%Q3 2020Q3 202313
Forefront Analytics, LLC 1120.10%0.29%0.54%Q4 2017Q1 202213
STERLING INVESTMENT MANAGEMENT, LLC 13130.95%1.88%2.62%Q1 2019Q1 202213
COURIER CAPITAL LLC 1120.03%0.27%1.63%Q4 2017Q3 202313
Unison Advisors LLC 13130.07%0.45%0.94%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.07%0.13%0.19%Q3 2020Q3 202313
LVW Advisors, LLC 13130.06%0.15%0.19%Q3 2015Q3 201813
CAROLINAS WEALTH CONSULTING LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q1 2016Q1 202213
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 13132.28%6.36%8.87%Q1 2019Q1 202213
Kestra Advisory Services, LLC 13130.01%0.08%0.14%Q3 2020Q3 202313
Frontier Wealth Management LLC 940.00%0.07%0.19%Q2 2018Q2 202213
Hanlon Investment Management, Inc. 13130.65%0.84%1.21%Q3 2020Q3 202313
Charles Schwab Trust Co 13130.08%1.77%4.30%Q3 2019Q3 202213
Estate Counselors, LLC 630.13%0.54%0.96%Q2 2013Q4 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
Guidance Point Advisors, LLC 13130.08%0.49%0.76%Q1 2020Q1 202313
United Asset Strategies, Inc. 13131.17%1.60%2.18%Q3 2020Q3 202313
SPINNAKER TRUST 13130.06%1.17%1.46%Q4 2015Q4 201813
Investors Research Corp 13130.01%0.01%0.02%Q3 2020Q3 202313
CGN Advisors LLC 13130.12%0.18%0.34%Q4 2020Q4 202313
BNP PARIBAS FINANCIAL MARKETS 840.00%0.00%0.01%Q1 2018Q4 202212
GARRISON POINT ADVISORS, LLC 12120.16%0.35%0.51%Q2 2020Q1 202312
Inspire Advisors, LLC 12120.10%0.24%0.39%Q4 2020Q3 202312
Biltmore Capital Advisors LLC 12120.48%1.03%1.90%Q1 2019Q4 202112
Summit Global Investments 1110.03%0.04%0.08%Q4 2016Q3 202312
Sovereign Financial Group, Inc. 12120.36%0.85%1.30%Q4 2020Q3 202312
CENTRAL BANK OF BRAZIL 12120.00%0.00%0.00%Q4 2018Q3 202112
Clean Yield Group 12120.15%1.16%2.98%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.05%0.14%Q1 2019Q2 202212
BAILARD, INC. 12120.04%0.69%1.60%Q3 2020Q2 202312
Continuum Advisory, LLC 720.15%0.21%0.36%Q2 2017Q3 202312
BBVA USA Bancshares, Inc. 12120.02%0.03%0.06%Q2 2018Q1 202112
Peak Capital Management LLC 12121.74%4.59%10.32%Q2 2017Q1 202012
Center For Asset Management LLC 12124.18%4.98%6.36%Q4 2020Q3 202312
Fortis Advisors, LLC 750.01%0.04%0.12%Q1 2019Q4 202212
Legacy Wealth Asset Management, LLC 12120.23%0.28%0.31%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.16%0.29%0.50%Q4 2020Q3 202312
Clear Creek Financial Management, LLC 1010.39%0.68%0.84%Q2 2020Q3 202312
OLD NATIONAL BANCORP /IN/ 12120.13%0.19%0.27%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.78%2.50%4.62%Q4 2020Q3 202312
Merriman Wealth Management, LLC 610.02%0.73%1.83%Q2 2018Q3 202312
Golden State Wealth Management, LLC 930.03%0.10%0.35%Q1 2019Q1 202212
Mariner, LLC 1110.01%0.01%0.02%Q2 2020Q3 202312
BLB&B Advisors, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
Bragg Financial Advisors, Inc 12120.02%0.05%0.13%Q4 2020Q3 202312
RATIONAL ADVISORS LLC 840.03%0.62%2.76%Q1 2018Q4 202212
ENTERPRISE FINANCIAL SERVICES CORP 12120.02%1.41%3.21%Q1 2019Q4 202112
North Star Investment Management Corp. 12120.01%0.03%0.05%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.06%0.14%0.19%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.76%1.02%1.32%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12122.82%3.25%3.59%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.08%0.12%0.16%Q4 2018Q3 202112
1900 WEALTH MANAGEMENT LLC 12120.21%0.44%1.14%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12121.47%4.25%6.00%Q4 2020Q3 202312
Commonwealth Equity Services, Inc 12120.00%0.01%0.04%Q4 2014Q3 201712
Veery Capital, LLC 12120.47%0.73%0.87%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12127.74%8.35%9.09%Q4 2020Q3 202312
Sowell Financial Services LLC 710.00%0.02%0.05%Q4 2018Q1 202311
VALLEY NATIONAL ADVISERS INC 11110.00%0.03%0.09%Q2 2020Q4 202211
DAVIS R M INC 11110.01%0.03%0.05%Q4 2020Q2 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.13%4.16%7.32%Q2 2019Q4 202111
S.A. Mason LLC 11110.00%0.04%0.06%Q4 2019Q2 202211
DT Investment Partners, LLC 520.02%0.03%0.04%Q4 2017Q4 202011
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.02%Q3 2018Q3 202211
WEALTHCARE CAPITAL MANAGEMENT LLC 11110.00%0.00%0.00%Q3 2017Q1 202011
Csenge Advisory Group 620.02%0.08%0.17%Q3 2019Q3 202311
Avior Wealth Management, LLC 1010.00%0.01%0.03%Q4 2020Q3 202311
Heartwood Wealth Advisors LLC 1012.46%2.70%3.43%Q4 2019Q4 202211
PHILLIPS FINANCIAL MANAGEMENT, LLC 11110.10%0.33%0.46%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 11110.28%0.33%0.40%Q4 2019Q2 202211
Newbridge Financial Services Group, Inc. 11110.00%0.02%0.04%Q1 2021Q3 202311
Wakefield Asset Management LLLP 11112.43%3.87%5.88%Q3 2018Q1 202111
HSBC HOLDINGS PLC 11110.00%0.01%0.03%Q1 2021Q3 202311
Berger Financial Group, Inc 11110.02%0.06%0.10%Q4 2020Q2 202311
Sandy Spring Bank 910.00%0.00%0.00%Q2 2018Q3 202311
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 610.00%0.08%0.27%Q3 2018Q4 202111
TrueWealth Advisors, LLC 11110.11%0.22%0.35%Q1 2021Q3 202311
DeGreen Capital Management LLC 11116.07%7.35%9.58%Q1 2019Q3 202111
AFAM CAPITAL, INC. 11110.09%0.42%1.42%Q4 2015Q2 201811
HighMark Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
NorthRock Partners, LLC 830.02%0.06%0.09%Q1 2020Q3 202311
Piscataqua Savings Bank 11110.00%0.01%0.02%Q1 2021Q3 202311
ROCKLAND TRUST CO 510.02%0.15%0.58%Q4 2018Q3 202311
Sargent Bickham Lagudis LLC 610.00%0.01%0.02%Q2 2019Q4 202211
AlphaMark Advisors, LLC 830.00%0.15%0.60%Q2 2016Q1 202111
LifePlan Financial Group, Inc 11110.04%0.18%0.29%Q1 2018Q3 202011
Spire Wealth Management 11110.02%0.04%0.06%Q1 2021Q3 202311
Forward Management, LLC 11110.05%0.12%0.18%Q2 2013Q4 201511
Foundations Investment Advisors, LLC 1010.01%0.04%0.10%Q3 2020Q3 202311
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Onyx Bridge Wealth Group LLC 11110.05%0.18%0.33%Q1 2021Q3 202311
Cedar Brook Financial Partners, LLC 920.07%0.14%0.26%Q2 2019Q3 202211
FEDERATED HERMES, INC. 1010.00%0.00%0.00%Q4 2014Q4 201711
IHT Wealth Management, LLC 620.00%0.02%0.03%Q4 2016Q2 202111
Lionsbridge Wealth Management LLC 10103.14%3.87%4.99%Q4 2019Q1 202210
Capital Asset Advisory Services LLC 10100.00%0.02%0.03%Q4 2019Q1 202210
HBW ADVISORY SERVICES LLC 910.05%0.18%0.26%Q4 2019Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.01%0.33%0.74%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.06%Q1 2021Q3 202310
Realta Investment Advisors 620.00%0.16%0.41%Q1 2019Q3 202310
CULLEN/FROST BANKERS, INC. 910.00%0.00%0.00%Q1 2020Q3 202310
Accel Wealth Management 10100.02%0.06%0.16%Q4 2020Q1 202310
Whitcomb & Hess, Inc. 10104.96%11.00%18.40%Q2 2021Q3 202310
WBI INVESTMENTS, LLC 910.05%1.08%1.71%Q3 2014Q3 201710
Intelligence Driven Advisers, LLC 730.05%0.43%0.66%Q4 2020Q2 202310
Atlantic Union Bankshares Corp 550.02%0.03%0.04%Q1 2020Q1 202310
SYNOVUS FINANCIAL CORP 520.00%0.00%0.03%Q1 2017Q2 202010
Mitsubishi UFJ Asset Management Co., Ltd. 10100.07%0.17%0.31%Q2 2021Q3 202310
GeoWealth Management, LLC 710.00%0.24%1.14%Q3 2019Q1 202310
Zurich Insurance Group Ltd/FI 10100.16%0.26%0.33%Q2 2021Q3 202310
Key FInancial Inc 10100.00%0.01%0.01%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.03%Q2 2018Q3 202010
SWARTHMORE GROUP INC 520.34%0.53%0.73%Q4 2017Q3 202010
Strategic Blueprint, LLC 10100.03%0.12%0.34%Q2 2021Q3 202310
WEBSTERROGERS FINANCIAL ADVISORS, LLC 550.37%0.59%0.97%Q4 2020Q3 202310
3D/L Capital Management, LLC 10100.08%0.14%0.18%Q1 2021Q2 202310
Antonetti Capital Management LLC 910.01%0.01%0.01%Q2 2010Q3 202310
Ten Capital Wealth Advisors, LLC 550.00%1.10%3.23%Q3 2020Q1 202310
Elevated Capital Advisors, LLC 510.30%0.47%0.62%Q1 2019Q3 202310
Johnson Bixby & Associates, LLC 10100.04%0.16%0.57%Q4 2020Q1 202310
Castle Rock Wealth Management, LLC 10100.26%0.55%1.09%Q1 2020Q2 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Hugh Johnson Advisors LLC 10100.78%0.89%1.07%Q1 2017Q2 201910
True North Advisors, LLC 730.06%0.23%0.34%Q1 2021Q3 202310
Bogart Wealth, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
HORIZON FINANCIAL SERVICES, LLC 10102.89%3.50%4.24%Q2 2021Q3 202310
Advisors Capital Management, LLC 640.52%0.63%0.79%Q2 2018Q3 202110
TOMPKINS FINANCIAL CORP 610.00%0.00%0.00%Q1 2020Q4 20229
Lucia Wealth Services, LLC 990.05%0.90%1.86%Q3 2018Q3 20209
TD Capital Management LLC 990.00%0.02%0.03%Q3 2017Q3 20199
UMB Bank, n.a. 810.00%0.01%0.01%Q3 2019Q3 20239
Connecticut Wealth Management, LLC 810.02%0.50%0.98%Q4 2018Q3 20239
First Financial Bank - Trust Division 990.05%0.19%0.31%Q4 2021Q4 20239
JFS WEALTH ADVISORS, LLC 810.00%0.01%0.01%Q4 2016Q4 20219
Virtu KCG Holdings LLC 420.01%0.05%0.14%Q1 2014Q2 20179
CAPITAL INSIGHT PARTNERS, LLC 990.06%0.71%1.34%Q2 2020Q2 20229
Concord Wealth Partners 420.00%0.00%0.03%Q4 2020Q3 20239
Vestmark Advisory Solutions, Inc. 630.02%0.04%0.07%Q1 2019Q2 20219
Pacifica Partners Inc. 990.00%0.01%0.01%Q4 2020Q4 20229
Claraphi Advisory Network, LLC 710.00%0.33%0.74%Q3 2019Q4 20229
BANK OF STOCKTON 990.11%0.12%0.14%Q1 2016Q1 20189
LEVEL FOUR ADVISORY SERVICES, LLC 410.01%0.02%0.04%Q1 2017Q3 20239
SOA Wealth Advisors, LLC. 990.01%0.01%0.01%Q3 2021Q3 20239
NOMURA ASSET MANAGEMENT CO LTD 420.00%0.04%0.19%Q2 2020Q2 20239
First National Bank of Hutchinson 990.23%2.85%6.34%Q4 2019Q4 20219
HawsGoodwin Investment Management LLC 990.28%1.03%3.31%Q4 2019Q4 20219
NewSquare Capital LLC 310.00%0.04%0.17%Q3 2015Q2 20239
WASHINGTON TRUST Co 710.00%0.00%0.00%Q2 2018Q3 20239
Summit Asset Management, LLC 990.10%0.19%0.42%Q4 2019Q4 20219
Founders Financial Alliance, LLC 810.02%0.04%0.05%Q3 2020Q2 20239
Seven Post Investment Office LP 990.06%0.09%0.13%Q1 2020Q1 20229
Crabel Capital Management, LLC 510.11%0.58%1.83%Q4 2020Q2 20239
AEGON USA Investment Management, LLC 990.47%1.25%2.56%Q2 2013Q2 20159
Destiny Wealth Partners, LLC 990.01%0.89%1.87%Q4 2020Q4 20229
Clearstead Advisors, LLC 610.00%0.00%0.02%Q2 2020Q3 20239
Plante Moran Financial Advisors, LLC 310.00%0.00%0.01%Q4 2015Q4 20229
Cranbrook Wealth Management, LLC 810.00%0.02%0.02%Q4 2020Q3 20239
Laidlaw Group, LLC 990.42%1.80%2.97%Q2 2013Q2 20159
Asset Planning Services, Ltd. 990.11%0.62%1.05%Q4 2019Q4 20219
SIGNET FINANCIAL MANAGEMENT, LLC 630.01%0.04%0.08%Q1 2018Q4 20219
PEOPLES BANK /OH 990.84%1.64%2.32%Q2 2018Q2 20209
Prestige Wealth Management Group LLC 990.00%0.10%0.22%Q4 2020Q4 20229
Almanack Investment Partners, LLC. 540.06%0.10%0.14%Q2 2017Q1 20229
Mirae Asset Global Investments Co., Ltd. 990.05%0.10%0.16%Q1 2019Q1 20219
PINNACLE FINANCIAL PARTNERS INC 630.01%0.01%0.01%Q3 2020Q3 20239
Smithfield Trust Co 880.07%0.45%1.08%Q2 2016Q1 20188
Partnervest Advisory Services LLC 880.18%0.28%0.66%Q4 2013Q3 20158
Willow Creek Wealth Management Inc. 880.10%0.22%0.38%Q4 2021Q3 20238
REILLY FINANCIAL ADVISORS, LLC 410.00%0.00%0.01%Q3 2015Q4 20218
CNB Bank 710.00%0.00%0.01%Q2 2019Q4 20228
LEAVELL INVESTMENT MANAGEMENT, INC. 620.01%0.06%0.12%Q1 2016Q3 20238
Moors & Cabot, Inc. 880.03%0.07%0.19%Q2 2016Q1 20188
Simplicity Wealth,LLC 882.36%3.81%5.26%Q4 2021Q3 20238
EPG Wealth Management LLC 320.00%0.01%0.01%Q4 2019Q3 20238
CCG WEALTH MANAGEMENT, LLC 880.39%0.75%1.17%Q2 2020Q1 20228
Pinion Investment Advisors, LLC 510.16%0.26%0.45%Q1 2018Q2 20238
Raleigh Capital Management Inc. 880.09%0.13%0.29%Q4 2021Q3 20238
H&H Retirement Design & Management INC 880.22%1.79%3.21%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.04%0.06%0.06%Q4 2021Q3 20238
McIlrath & Eck, LLC 710.00%0.00%0.01%Q4 2017Q1 20238
Journey Advisory Group, LLC 880.13%0.21%0.32%Q4 2020Q3 20228
Kathleen S. Wright Associates Inc. 880.20%0.44%0.58%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Ascent Group, LLC 880.23%0.31%0.67%Q4 2021Q3 20238
Riggs Asset Managment Co. Inc. 880.00%0.00%0.00%Q3 2018Q2 20208
Leeward Financial Partners, LLC 880.76%1.00%1.35%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.10%0.60%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.55%0.75%1.18%Q4 2021Q3 20238
OneAscent Wealth Management LLC 413.59%7.10%14.62%Q4 2020Q3 20238
Bell Investment Advisors, Inc 627.65%7.91%8.31%Q3 2021Q3 20238
Mechanics Financial Corp 880.12%0.16%0.18%Q4 2021Q3 20238
Bank of New Hampshire 880.05%0.06%0.07%Q4 2021Q3 20238
Evercore Wealth Management, LLC 710.00%0.01%0.01%Q4 2015Q1 20188
1834 INVESTMENT ADVISORS CO 620.00%0.56%1.88%Q2 2019Q3 20238
CHILTON INVESTMENT CO INC. 880.01%0.02%0.04%Q2 2020Q1 20228
YHB Investment Advisors, Inc. 880.04%0.24%0.59%Q3 2020Q2 20228
Family CFO Inc 884.26%8.03%9.54%Q4 2021Q3 20238
Level Financial Advisors 880.13%2.00%3.38%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.90%1.13%1.31%Q4 2021Q3 20238
MOTCO 530.00%0.00%0.01%Q3 2020Q3 20238
Operose Advisors LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Moser Wealth Advisors, LLC 880.05%0.23%0.33%Q2 2020Q1 20228
Sonora Investment Management, LLC 410.00%0.00%0.01%Q2 2016Q4 20208
AVIANCE CAPITAL MANAGEMENT, LLC 880.03%0.06%0.16%Q2 2016Q1 20188
Legacy Private Trust Co. 420.05%0.19%0.50%Q4 2013Q1 20168
FDx Advisors, Inc. 210.01%0.03%0.13%Q1 2015Q3 20238
ACAS, LLC 440.38%0.44%0.52%Q1 2021Q3 20238
Venturi Wealth Management, LLC 530.00%0.85%1.48%Q4 2015Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
City State Bank 880.06%0.66%1.33%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.85%1.23%1.92%Q4 2021Q3 20238
Security Financial Services, INC. 880.14%0.19%0.31%Q4 2021Q3 20238
American Trust 881.08%1.42%2.05%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Emerald Advisors, LLC 880.91%1.40%1.60%Q4 2019Q3 20218
Wavelength Capital Management, LLC 886.95%8.57%10.69%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.08%0.27%0.64%Q4 2021Q3 20238
CHATHAM CAPITAL GROUP, INC. 880.16%1.29%1.90%Q3 2020Q2 20228
Bares Capital Management 880.02%0.03%0.05%Q1 2013Q4 20148
US FINANCIAL ADVISORS, LLC 510.02%0.47%0.79%Q2 2015Q3 20238
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.25%0.33%0.42%Q1 2019Q4 20208
MILLIE CAPITAL MANAGEMENT, LLC 880.24%0.62%0.90%Q1 2016Q4 20178
Family Management Corp 510.02%0.83%2.01%Q4 2018Q3 20238
South Shore Capital Advisors 880.28%0.41%0.49%Q4 2020Q3 20228
WESTPORT RESOURCES MANAGEMENT INC 880.00%0.00%0.00%Q3 2014Q2 20168
Evolution Advisers, Inc. 885.09%5.42%5.71%Q4 2021Q3 20238
PAX Financial Group, LLC 880.05%0.21%0.33%Q4 2021Q3 20238
Morningstar Investment Management LLC 880.94%1.27%1.74%Q1 2020Q4 20218
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 773.79%5.78%7.38%Q2 2016Q4 20177
Bison Wealth, LLC 610.01%0.12%0.22%Q2 2020Q1 20227
IEQ CAPITAL, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
EQUITY INVESTMENT CORP 770.01%0.02%0.02%Q4 2016Q2 20187
Latitude Advisors, LLC 770.22%0.51%0.81%Q4 2020Q2 20227
WealthPLAN Partners, LLC 410.00%0.02%0.04%Q1 2015Q4 20197
Willis Johnson & Associates, Inc. 770.50%0.55%0.64%Q1 2022Q3 20237
Avantax Planning Partners, Inc. 610.00%0.06%0.08%Q4 2016Q3 20187
LBMC INVESTMENT ADVISORS, LLC 610.02%0.03%0.04%Q1 2021Q3 20237
Strategic Wealth Partners, Ltd. 520.00%0.03%0.16%Q4 2017Q3 20197
Secure Asset Management, LLC 770.27%1.08%3.10%Q4 2019Q2 20217
Garrison Point Capital, LLC 7726.44%31.19%36.20%Q2 2020Q4 20217
Allegis Investment Advisors, LLC 770.37%2.23%3.01%Q3 2016Q1 20187
WEST MICHIGAN ADVISORS, LLC 770.14%0.27%0.36%Q1 2022Q3 20237
Jackson Hole Capital Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Beaumont Financial Partners, LLC 430.02%0.11%0.37%Q2 2018Q1 20227
Destination Wealth Management 510.00%0.01%0.01%Q1 2018Q1 20237
Integrity Financial Corp /WA 770.01%0.02%0.02%Q4 2021Q2 20237
CUTLER INVESTMENT COUNSEL LLC 770.12%0.16%0.18%Q1 2022Q3 20237
TRUST CO OF VERMONT 410.00%0.00%0.01%Q4 2016Q2 20217
IVC Wealth Advisors LLC 770.24%1.02%1.51%Q1 2022Q3 20237
CAPITAL ONE, NATIONAL ASSOCIATION 610.02%0.36%0.76%Q1 2015Q2 20187
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.02%Q4 2020Q2 20227
NVWM, LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Certified Advisory Corp 510.01%0.05%0.09%Q4 2017Q1 20217
Capital Advantage, Inc. 770.11%0.14%0.18%Q3 2019Q1 20217
Foothills Asset Management, Ltd. 772.89%3.35%4.03%Q3 2018Q1 20207
RITHOLTZ WEALTH MANAGEMENT 610.05%2.47%4.63%Q4 2016Q3 20187
People's United Financial, Inc. 610.00%0.01%0.02%Q3 2015Q1 20227
Clear Perspective Advisors, LLC 770.00%0.01%0.02%Q4 2016Q2 20187
Fusion Investment Group, LLC 770.24%0.38%0.91%Q4 2013Q2 20157
BerganKDV Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q4 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 770.04%0.09%0.15%Q2 2020Q4 20217
Ameritas Investment Company, LLC 320.00%0.03%0.10%Q4 2018Q3 20217
Krilogy Financial LLC 310.01%0.02%0.03%Q3 2016Q2 20227
Renaissance Technologies 320.00%0.01%0.02%Q3 2019Q2 20227
STEEL GROVE CAPITAL ADVISORS, LLC 770.10%0.22%0.33%Q4 2020Q2 20227
Ameritas Advisory Services, LLC 610.02%0.03%0.03%Q4 2021Q3 20237
AllSquare Wealth Management LLC 770.01%0.01%0.01%Q2 2018Q4 20197
Redwood Financial Network Corp 770.61%0.98%1.22%Q1 2022Q3 20237
1832 Asset Management L.P. 770.03%0.05%0.06%Q1 2022Q3 20237
SHEPHERD KAPLAN KROCHUK, LLC 773.12%5.08%7.11%Q2 2020Q4 20217
MANAGED ACCOUNT ADVISORS LLC 770.00%0.01%0.01%Q4 2013Q2 20157
AlphaCentric Advisors LLC 7720.36%25.63%30.66%Q2 2020Q4 20217
M Financial Asset Management, Inc. 520.00%0.01%0.02%Q2 2020Q4 20227
Relative Value Partners Group, LLC 430.52%1.92%3.59%Q1 2020Q3 20237
ICA Group Wealth Management, LLC 770.03%0.14%0.17%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
KWB Wealth 770.05%0.39%1.11%Q4 2020Q2 20227
TUCKER ASSET MANAGEMENT LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Private Advisory Group LLC 430.07%1.17%3.05%Q4 2016Q1 20207
Hudock, Inc. 770.02%0.03%0.05%Q2 2020Q4 20217
Rockbridge Investment Management, LCC 770.49%0.54%0.60%Q2 2020Q4 20217
MACKENZIE FINANCIAL CORP 320.00%0.01%0.03%Q4 2016Q4 20197
Merit Financial Group, LLC 770.11%0.21%0.36%Q1 2022Q3 20237
Coury Firm Asset Management LLC 771.45%2.91%6.14%Q4 2021Q2 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Milliman Financial Risk Management LLC 771.08%1.50%1.77%Q4 2015Q2 20177
KORNITZER CAPITAL MANAGEMENT INC /KS 770.01%0.01%0.02%Q4 2019Q2 20217
COMERICA SECURITIES,INC. 610.00%0.21%0.39%Q2 2020Q4 20227
Atria Wealth Solutions, Inc. 770.23%0.30%0.37%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2021Q3 20236
Hamilton Capital, LLC 660.28%0.96%4.08%Q2 2022Q3 20236
VERUS CAPITAL PARTNERS, LLC 420.01%0.14%0.25%Q4 2019Q3 20236
FLAGSTAR ADVISORS INC 660.07%0.08%0.08%Q3 2021Q4 20226
Blue Trust, Inc. 660.00%0.04%0.05%Q2 2022Q3 20236
Cornerstone Wealth Management, LLC 310.01%0.05%0.07%Q2 2018Q3 20236
AT Bancorp 660.08%0.15%0.29%Q4 2016Q1 20186
GRAYHAWK INVESTMENT STRATEGIES INC. 660.50%1.24%2.69%Q2 2022Q3 20236
Wealthspire Advisors, L.P. 510.00%0.00%0.00%Q4 2015Q1 20196
FinTrust Capital Advisors, LLC 660.02%0.03%0.03%Q4 2018Q1 20206
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 410.02%0.03%0.05%Q3 2020Q3 20236
Financial Engines Advisors L.L.C. 660.12%0.13%0.15%Q2 2022Q3 20236
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Capital Advisory Group Advisory Services, LLC 220.00%0.00%0.01%Q4 2019Q3 20216
BARCLAYS PLC 660.00%0.00%0.01%Q2 2013Q3 20146
Boltwood Capital Management 660.12%0.46%1.09%Q1 2022Q2 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
SVB WEALTH LLC 660.00%0.00%0.01%Q4 2020Q1 20226
KCS Wealth Advisory 330.20%1.09%2.44%Q1 2020Q1 20226
Bluefin Trading, LLC 110.13%0.21%0.31%Q3 2013Q1 20176
Quantum Financial Advisors, LLC 662.55%5.08%10.00%Q2 2022Q3 20236
Stonebridge Capital Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Arkadios Wealth Advisors 310.00%0.01%0.03%Q4 2019Q2 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 510.01%0.02%0.03%Q3 2020Q3 20236
COLTON GROOME FINANCIAL ADVISORS, LLC 660.17%0.20%0.22%Q2 2019Q3 20206
Column Capital Advisors, LLC 420.00%0.01%0.02%Q2 2020Q2 20236
Placemark Investments, Inc. 660.00%0.01%0.02%Q3 2013Q4 20146
Addison Advisors LLC 660.01%0.01%0.02%Q2 2022Q3 20236
ROTHSCHILD INVESTMENT LLC /IL 660.04%0.04%0.04%Q3 2014Q4 20156
FIRST AMERICAN TRUST, FSB 660.04%0.31%0.84%Q2 2022Q3 20236
Asset Dedication, LLC 310.00%0.00%0.01%Q1 2017Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.01%0.01%Q2 2022Q3 20236
QCI ASSET MANAGEMENT INC/NY 662.00%2.09%2.25%Q2 2020Q3 20216
TCI Wealth Advisors, Inc. 310.00%0.00%0.00%Q2 2017Q3 20216
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Physician Wealth Advisors, Inc. 210.05%0.12%0.24%Q3 2019Q4 20216
PRIVATE TRUST CO NA 660.01%0.03%0.07%Q2 2022Q3 20236
MBM Wealth Consultants, LLC 660.05%1.02%2.91%Q4 2020Q1 20226
Atlas Private Wealth Management, LLC 660.04%0.10%0.12%Q4 2019Q1 20216
CANTOR FITZGERALD, L. P. 660.94%1.22%1.57%Q2 2022Q3 20236
Lansing Street Advisors 660.06%0.10%0.15%Q1 2022Q2 20236
Prime Capital Investment Advisors, LLC 310.01%0.01%0.02%Q2 2018Q3 20236
RMB Capital Management, LLC 510.03%0.05%0.07%Q3 2018Q1 20206
VALLEY WEALTH MANAGERS, INC. 660.00%0.03%0.09%Q2 2022Q3 20236
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
ST GERMAIN D J CO INC 330.00%0.39%1.14%Q2 2022Q4 20236
Paradigm Financial Partners, LLC 660.10%0.29%0.54%Q1 2019Q2 20206
Gitterman Wealth Management, LLC 660.39%1.02%2.77%Q1 2021Q2 20226
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Park Avenue Institutional Advisers LLC 516.44%21.73%47.80%Q4 2020Q3 20236
Veritable, L.P. 660.01%0.01%0.02%Q4 2020Q1 20226
B. Riley Wealth Management, Inc. 660.00%0.03%0.05%Q1 2021Q2 20226
Tillar-Wenstrup Advisors, LLC 662.41%3.04%3.42%Q2 2020Q3 20216
Roger Wittlin Investment Advisory, LLC 420.30%2.02%3.25%Q4 2021Q3 20236
Acorn Wealth Advisors, LLC 660.17%0.22%0.26%Q1 2021Q2 20226
Vise Technologies, Inc. 660.25%0.35%0.50%Q2 2022Q3 20236
Marquette Asset Management, LLC 660.04%0.04%0.05%Q1 2019Q2 20206
Prudent Man Advisors, LLC 660.15%0.17%0.21%Q2 2022Q3 20236
CEDAR CAPITAL, LLC 510.09%0.16%0.44%Q3 2019Q1 20216
Danda Trouve Investment Management, Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
SeaBridge Investment Advisors LLC 551.45%1.92%2.46%Q3 2022Q3 20235
RWA WEALTH PARTNERS, LLC 550.06%2.39%3.97%Q3 2022Q3 20235
Prosperity Planning, Inc. 550.18%0.49%0.63%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.15%0.17%0.18%Q4 2022Q4 20235
Inspire Investing, LLC 550.02%0.08%0.12%Q4 2021Q4 20225
Argentus Capital Management, LLC 550.00%0.02%0.10%Q3 2015Q3 20165
Vivaldi Capital Management LP 410.00%0.39%1.69%Q1 2017Q3 20195
BOK Financial Private Wealth, Inc. 310.00%0.02%0.04%Q3 2016Q1 20235
Lindbrook Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Fountainhead AM, LLC 551.39%2.65%3.11%Q3 2022Q3 20235
Saba Capital Management, L.P. 550.10%0.12%0.16%Q4 2013Q4 20145
Concorde Asset Management, LLC 550.19%0.28%0.42%Q1 2020Q1 20215
BARRETT & COMPANY, INC. 550.16%0.17%0.18%Q3 2022Q3 20235
Selective Wealth Management, Inc. 410.00%0.01%0.02%Q2 2020Q3 20225
Yellowstone Partners, LLC 550.10%0.18%0.26%Q4 2014Q4 20155
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 550.01%0.02%0.04%Q4 2016Q4 20175
Zhang Financial LLC 550.04%0.06%0.09%Q1 2022Q1 20235
Polaris Wealth Advisory Group, LLC 410.06%0.50%0.66%Q4 2015Q2 20235
Clearview Wealth Advisors LLC 550.04%0.19%0.74%Q4 2020Q4 20215
Verity Asset Management, Inc. 550.14%0.35%1.11%Q2 2020Q2 20215
RFG Advisory, LLC 210.04%0.25%0.55%Q3 2017Q3 20235
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
LAZARD ASSET MANAGEMENT LLC 550.01%0.02%0.03%Q4 2017Q4 20185
Cedar Wealth Management, LLC 410.00%0.00%0.00%Q4 2019Q4 20215
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.01%0.02%0.03%Q2 2020Q4 20215
Abacus Wealth Partners, LLC 550.61%2.05%2.92%Q3 2022Q3 20235
Baystate Wealth Management LLC 320.00%0.00%0.00%Q4 2021Q3 20235
John W. Brooker & Co., CPAs 550.01%0.01%0.01%Q3 2021Q3 20225
Laurel Wealth Advisors LLC 550.01%0.01%0.01%Q3 2021Q3 20225
PEAPACK GLADSTONE FINANCIAL CORP 550.02%0.14%0.23%Q4 2020Q4 20215
Avion Wealth 550.00%0.01%0.01%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.01%Q4 2013Q4 20145
Pekin Hardy Strauss, Inc. 550.04%0.07%0.10%Q1 2020Q1 20215
Landsberg, Bennett, & Dubbaneh LLC 550.88%1.31%1.90%Q4 2018Q4 20195
Beaumont Capital Management, LLC 551.07%2.18%2.94%Q3 2021Q3 20225
Ignite Planners, LLC 210.13%0.28%0.41%Q4 2021Q3 20235
Meridian Wealth Partners, LLC 410.02%0.04%0.08%Q4 2019Q3 20235
Stratos Wealth Advisors, LLC 320.02%0.03%0.03%Q4 2020Q1 20225
Lion Street Advisors, LLC 410.07%0.89%1.44%Q1 2020Q3 20235
Beacon Pointe Advisors, LLC 210.00%0.01%0.03%Q3 2021Q3 20235
KENFARB & CO. 550.13%0.13%0.14%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.01%0.02%0.03%Q4 2021Q4 20225
GoalVest Advisory LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Global Wealth Strategies & Associates 550.78%2.38%2.85%Q4 2022Q4 20235
Clearshares LLC 410.86%1.45%1.84%Q3 2020Q4 20215
Dorsey & Whitney Trust CO LLC 410.04%0.06%0.07%Q4 2020Q4 20225
Portfolio Strategies Inc 550.00%0.01%0.01%Q4 2016Q4 20175
1607 Capital Partners, LLC 320.25%0.39%0.62%Q3 2021Q3 20235
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
Alpha Omega Wealth Management LLC 550.04%0.04%0.04%Q2 2022Q2 20235
CBIZ Investment Advisory Services, LLC 411.50%2.35%2.89%Q1 2021Q2 20225
Whitegate Investment Counselors, Inc. 550.22%0.34%0.45%Q3 2020Q3 20215
Ausdal Financial Partners, Inc. 550.62%0.68%0.74%Q4 2015Q4 20165
LITTLE HOUSE CAPITAL LLC 551.16%1.41%1.65%Q4 2018Q4 20195
Shamrock Asset Management LLC 550.05%0.08%0.10%Q4 2015Q4 20165
Taylor Hoffman Wealth Management 550.09%0.11%0.12%Q3 2021Q3 20225
AJ WEALTH STRATEGIES, LLC 550.04%0.29%0.46%Q2 2022Q2 20235
Echo45 Advisors LLC 552.42%3.58%4.95%Q4 2021Q4 20225
U.S. Capital Wealth Advisors, LLC 550.03%0.04%0.04%Q3 2021Q3 20225
Hayden Royal, LLC 550.21%0.24%0.32%Q3 2019Q3 20205
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
WIN ADVISORS, INC 550.00%0.00%0.00%Q4 2021Q4 20225
Vickerman Investment Advisors, Inc. 440.71%2.78%4.49%Q3 2021Q2 20224
SG Americas Securities, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Avidian Wealth Solutions, LLC 310.08%0.10%0.13%Q4 2021Q4 20224
Full Sail Capital, LLC 440.06%0.11%0.16%Q1 2019Q4 20194
Ameritas Investment Partners, Inc. 310.00%0.00%0.00%Q3 2018Q3 20204
Element Wealth, LLC 210.00%0.01%0.01%Q4 2019Q3 20234
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
WHITTIER TRUST CO OF NEVADA INC 310.00%0.00%0.00%Q1 2018Q1 20224
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20234
Clifford Group, LLC 441.50%1.74%2.08%Q4 2022Q3 20234
Evergreen Advisors, LLC 447.58%7.78%8.04%Q4 2022Q3 20234
Advisor Resource Council 110.03%0.04%0.09%Q2 2021Q1 20234
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20204
Atlas Private Wealth Advisors 440.00%0.01%0.03%Q4 2020Q3 20214
Northland Capital Management LLC 310.17%5.55%19.50%Q4 2021Q3 20234
JONES FINANCIAL COMPANIES LLLP 310.00%0.00%0.00%Q1 2022Q3 20234
FIRST MERCANTILE TRUST CO 442.48%2.77%3.12%Q4 2020Q3 20214
VANGUARD GROUP INC 220.00%0.00%0.00%Q4 2019Q1 20214
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Schonfeld Strategic Advisors LLC 440.01%0.02%0.04%Q4 2022Q3 20234
HBK Sorce Advisory LLC 440.02%0.09%0.18%Q4 2022Q3 20234
Altium Wealth Management LLC 440.04%0.14%0.21%Q4 2017Q3 20184
Red Door Wealth Management, LLC 310.01%0.09%0.33%Q4 2019Q2 20214
Wiser Wealth Management, Inc 445.72%5.92%6.09%Q4 2020Q3 20214
Great Diamond Partners, LLC 440.34%0.41%0.51%Q4 2019Q3 20204
Parker Financial LLC 443.35%3.44%3.54%Q4 2022Q3 20234
TD Ameritrade Trust Co 310.64%0.83%1.00%Q3 2016Q3 20174
SWMG, LLC 440.13%0.15%0.16%Q4 2020Q3 20214
Capital Directions Investment Advisors, LLC 210.01%0.01%0.01%Q2 2021Q4 20224
RGT Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
DWM Financial Group, Inc. 313.79%5.59%6.67%Q4 2019Q4 20204
Richard W. Paul & Associates, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 441.66%2.17%2.68%Q4 2022Q3 20234
ONE Advisory Partners, LLC 442.96%3.79%4.64%Q4 2022Q3 20234
TOBIAS FINANCIAL ADVISORS, INC. 317.53%8.04%8.39%Q1 2021Q1 20224
WealthOne, LLC 210.16%0.35%0.91%Q1 2019Q3 20224
Spectrum Management Group, LLC 440.02%0.03%0.04%Q4 2019Q3 20204
Jaffetilchin Investment Partners, LLC 310.05%1.34%1.88%Q1 2022Q3 20234
NORTHERN CAPITAL MANAGEMENT LLC 440.88%1.10%1.20%Q1 2018Q4 20184
Prospera Financial Services Inc 210.01%0.01%0.02%Q2 2020Q3 20234
Tidal Investments LLC 440.12%0.16%0.18%Q4 2022Q3 20234
FormulaFolio Investments, LLC 440.04%0.07%0.11%Q3 2020Q2 20214
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Lumature Wealth Partners, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
FLOW TRADERS U.S. LLC 310.08%0.36%0.58%Q3 2017Q4 20214
Ironsides Asset Advisors, LLC 440.20%0.27%0.43%Q2 2017Q1 20184
Centurion Wealth Management LLC 440.46%0.51%0.55%Q4 2022Q3 20234
TFB Advisors LLC 440.40%0.70%1.19%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Truadvice, LLC 440.13%0.24%0.50%Q3 2020Q2 20214
McKinley Carter Wealth Services, Inc. 440.03%0.04%0.06%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.00%0.02%0.03%Q4 2022Q3 20234
BB&T SECURITIES, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
TBH Global Asset Management, LLC 440.06%0.20%0.29%Q2 2020Q1 20214
Eudaimonia Partners, LLC 440.42%0.93%1.21%Q4 2020Q3 20214
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20234
TRANSATLANTIQUE PRIVATE WEALTH LLC 440.27%0.29%0.32%Q3 2022Q2 20234
SageView Advisory Group, LLC 440.01%0.09%0.19%Q4 2022Q3 20234
Weatherstone Capital Management 440.33%1.02%1.96%Q4 2015Q3 20164
GUGGENHEIM CAPITAL LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Signature Wealth Management Group 440.00%0.00%0.01%Q4 2017Q3 20184
Paragon Capital Management LLC 210.00%0.05%0.14%Q1 2019Q3 20204
SWM Advisors 440.33%0.36%0.38%Q4 2021Q3 20224
Wunderlich Capital Managemnt 442.32%2.53%2.72%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.22%1.12%1.86%Q4 2021Q3 20224
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q3 2020Q4 20214
Essential Planning, LLC. 440.19%0.41%0.50%Q4 2022Q3 20234
Arden Trust Co 440.14%0.14%0.16%Q1 2023Q4 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.32%0.39%0.46%Q4 2022Q3 20234
LAKE STREET ADVISORS GROUP, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
Concert Wealth Management Inc. 440.12%0.13%0.14%Q4 2015Q3 20164
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 440.10%0.11%0.12%Q2 2016Q1 20174
Leicht Financial Planning & Wealth Management, Inc. 441.37%3.54%6.51%Q2 2019Q1 20204
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.01%0.01%0.02%Q2 2022Q1 20234
M&T BANK CORP 440.00%0.00%0.00%Q3 2014Q2 20154
Paulson Wealth Management Inc. 440.79%0.97%1.10%Q4 2017Q3 20184
Ellevest, Inc. 210.00%0.01%0.01%Q3 2019Q4 20224
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.03%0.05%Q1 2022Q4 20224
Apella Capital, LLC 310.02%0.05%0.09%Q2 2021Q4 20224
CENTRAL TRUST Co 210.00%0.00%0.00%Q1 2020Q3 20234
TORONTO DOMINION BANK 220.00%0.01%0.02%Q2 2018Q4 20224
ZACKS INVESTMENT MANAGEMENT 220.01%0.03%0.07%Q3 2021Q3 20234
Glassman Wealth Services 110.00%0.00%0.01%Q3 2020Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.40%0.47%0.53%Q2 2022Q1 20234
St. James Investment Advisors, LLC 311.39%2.64%3.33%Q4 2021Q4 20224
INNEALTA CAPITAL, LLC 440.30%0.38%0.44%Q4 2018Q3 20194
Hilltop Partners LLC 440.41%0.71%0.88%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
PROVENCE WEALTH MANAGEMENT GROUP 310.23%0.29%0.40%Q4 2021Q3 20234
TCG Advisory Services, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Strategies Wealth Advisors, LLC 330.34%0.53%0.80%Q4 2021Q2 20223
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.14%0.23%0.32%Q4 2021Q3 20223
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20223
Accurate Wealth Management, LLC 210.04%0.23%0.42%Q4 2022Q3 20233
STEPHENS INC /AR/ 330.00%0.00%0.01%Q3 2022Q1 20233
WOLFF WIESE MAGANA LLC 210.00%0.01%0.01%Q2 2021Q3 20233
Winslow, Evans & Crocker, Inc. 330.01%0.01%0.01%Q2 2020Q4 20203
Clientfirst Wealth Management, LLC 330.36%0.41%0.51%Q4 2021Q2 20223
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
AlphaCore Capital LLC 210.00%0.02%0.06%Q2 2021Q3 20233
LWS Wealth Advisors, Inc. 210.00%0.13%0.21%Q4 2019Q2 20223
BREMER TRUST NATIONAL ASSOCIATION 330.69%0.85%1.00%Q2 2018Q4 20183
Householder Group Estate & Retirement Specialist, LLC 110.05%0.06%0.07%Q3 2022Q3 20233
WealthCare Investment Partners, LLC 330.18%0.36%0.65%Q4 2021Q2 20223
GREENWOOD CAPITAL ASSOCIATES LLC 330.15%0.15%0.15%Q1 2023Q3 20233
L.M. KOHN & COMPANY 330.10%0.10%0.10%Q1 2022Q3 20223
Integrated Advisors Network LLC 330.01%0.01%0.01%Q1 2023Q3 20233
DFPG INVESTMENTS, LLC 330.06%0.10%0.16%Q1 2023Q3 20233
tru Independence LLC 330.00%0.07%0.11%Q4 2019Q2 20203
WEDBUSH SECURITIES INC 330.01%0.02%0.02%Q1 2021Q3 20213
NewEdge Wealth, LLC 330.02%0.03%0.05%Q4 2021Q2 20223
Consolidated Portfolio Review Corp 330.81%0.86%0.94%Q1 2023Q3 20233
Summit Financial Wealth Advisors, LLC 330.06%0.07%0.07%Q1 2018Q3 20183
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
ATWOOD & PALMER INC 330.03%0.03%0.04%Q3 2015Q1 20163
Stelac Advisory Services LLC 330.03%0.04%0.04%Q4 2021Q2 20223
Versant Capital Management, Inc 210.01%0.01%0.01%Q3 2021Q2 20233
Keel Point, LLC 330.07%0.10%0.15%Q3 2021Q1 20223
Round Table Services, LLC 330.09%0.10%0.10%Q1 2022Q3 20223
Icon Wealth Partners, LLC 110.00%0.02%0.05%Q4 2017Q1 20193
FOSTER & MOTLEY INC 330.04%0.05%0.06%Q4 2019Q2 20203
FIRST HAWAIIAN BANK 330.06%0.10%0.12%Q1 2023Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 330.55%0.68%0.89%Q1 2023Q3 20233
JOHNSON INVESTMENT COUNSEL INC 330.01%0.01%0.01%Q4 2018Q2 20193
Eukles Asset Management 330.00%0.00%0.01%Q2 2019Q4 20193
Canton Hathaway, LLC 330.11%0.12%0.14%Q3 2020Q1 20213
Ranch Capital Advisors Inc. 210.00%0.01%0.01%Q1 2020Q3 20213
INR ADVISORY SERVICES LLC 330.21%0.21%0.22%Q1 2014Q3 20143
USA FINANCIAL FORMULAS 210.08%0.36%0.57%Q2 2015Q2 20203
Financial Gravity Companies, Inc. 210.65%0.71%0.81%Q4 2017Q4 20183
ATTICUS WEALTH MANAGEMENT, LLC 330.05%0.10%0.19%Q1 2022Q3 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Gallacher Capital Management LLC 331.15%1.28%1.49%Q4 2022Q2 20233
SevenOneSeven Capital Management 210.03%2.56%5.20%Q4 2020Q2 20223
Mirador Capital Partners LP 210.15%0.24%0.34%Q3 2017Q3 20193
Jane Street Holding, LLC 330.00%0.02%0.02%Q2 2013Q4 20133
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Orion Capital Management LLC 330.02%0.02%0.03%Q1 2022Q3 20223
Westside Investment Management, Inc. 210.00%0.00%0.00%Q2 2019Q2 20203
MRA Associates USA LLC 330.37%0.69%1.19%Q4 2018Q2 20193
HHM Wealth Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Silicon Valley Capital Partners 330.00%0.00%0.01%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Hobart Private Capital, LLC 332.61%2.73%2.85%Q1 2023Q3 20233
CENTERSQUARE INVESTMENT MANAGEMENT LLC 331.17%1.27%1.44%Q2 2019Q4 20193
AGILIS PARTNERS LLC 331.68%1.87%2.09%Q4 2014Q2 20153
Procyon Advisors, LLC 330.03%0.03%0.04%Q4 2019Q2 20203
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
NEW ENGLAND ASSET MANAGEMENT INC 330.10%0.12%0.16%Q3 2020Q1 20213
HIGHLAND CAPITAL MANAGEMENT, LLC 330.09%0.10%0.10%Q4 2014Q2 20153
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
EMFO, LLC 330.03%0.03%0.03%Q2 2021Q4 20213
San Luis Wealth Advisors LLC 330.61%2.56%4.79%Q3 2021Q1 20223
Buck Wealth Strategies, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.08%0.11%0.14%Q1 2023Q3 20233
PrairieView Partners, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 330.08%0.09%0.10%Q4 2015Q2 20163
Kowal Investment Group, LLC 210.00%0.21%0.36%Q3 2021Q3 20233
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
HL FINANCIAL SERVICES LLC 330.02%0.03%0.03%Q3 2018Q1 20193
Darwin Wealth Management, LLC 330.05%0.18%0.42%Q2 2020Q4 20203
TRUSTCORE FINANCIAL SERVICES, LLC 210.00%0.00%0.00%Q3 2021Q3 20223
HC FINANCIAL ADVISORS INC 210.01%0.01%0.03%Q4 2020Q2 20223
CarsonAllaria Wealth Management, Ltd. 210.00%0.01%0.02%Q4 2021Q2 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
Vantage Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q4 2021Q2 20223
Private Ocean, LLC 210.00%0.00%0.00%Q1 2022Q2 20233
Vigilant Capital Management, LLC 110.00%0.01%0.02%Q3 2018Q3 20203
SHUFRO ROSE & CO LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Horizon Investments, LLC 210.96%1.01%1.10%Q1 2014Q1 20153
FourThought Financial, LLC 210.00%0.00%0.01%Q4 2020Q1 20223
Ruggie Capital Group 210.02%0.03%0.04%Q2 2015Q2 20193
Cornerstone Planning Group LLC 210.17%0.23%0.30%Q4 2022Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.24%0.44%0.63%Q2 2023Q3 20232
Simplify Asset Management Inc. 220.41%0.48%0.55%Q2 2023Q3 20232
Coyle Financial Counsel LLC 220.02%0.03%0.03%Q1 2018Q2 20182
Field & Main Bank 220.00%0.00%0.00%Q4 2022Q1 20232
MERITAGE PORTFOLIO MANAGEMENT 220.09%0.11%0.14%Q4 2019Q1 20202
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2021Q3 20222
ZRC WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cutler Group LLC / CA 220.00%0.00%0.00%Q1 2023Q2 20232
KARLINSKI ANDREW C 220.01%0.01%0.01%Q4 2021Q1 20222
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Hartford Financial Management Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Financial Architects, Inc 220.01%0.01%0.02%Q4 2017Q1 20182
CPWM, LLC 220.02%0.03%0.03%Q1 2020Q2 20202
FRONTIER INVESTMENT MGMT CO 110.05%0.05%0.05%Q3 2016Q2 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2019Q3 20212
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Divergent Planning, LLC 229.26%9.30%9.33%Q4 2020Q1 20212
Certus Wealth Management, LLC 222.43%2.78%3.13%Q2 2023Q3 20232
Clearstead Trust, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
CVA Family Office, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Camarda Financial Advisors, LLC 220.08%0.08%0.08%Q1 2019Q2 20192
Ullmann Wealth Partners Group, LLC 220.61%1.11%1.61%Q2 2023Q3 20232
Stadion Money Management, LLC 220.01%0.01%0.02%Q3 2013Q4 20132
TECTONIC ADVISORS LLC 220.00%0.04%0.09%Q4 2020Q1 20212
LMCG INVESTMENTS, LLC 220.25%0.27%0.29%Q1 2022Q2 20222
Anchor Investment Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Apriem Advisors 110.00%0.02%0.03%Q1 2017Q2 20182
SteelPeak Wealth, LLC 110.04%0.06%0.08%Q4 2020Q4 20222
Crosspoint Capital Strategies, LLC 220.01%0.09%0.17%Q3 2015Q4 20152
Allred Capital Management, LLC 110.02%0.03%0.03%Q4 2019Q1 20212
Samalin Investment Counsel, LLC 110.01%0.09%0.17%Q4 2019Q1 20212
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 220.15%0.23%0.31%Q2 2023Q3 20232
NatWest Group plc 220.01%0.01%0.02%Q2 2015Q3 20152
MinichMacGregor Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Newman & Schimel, LLC 220.68%0.74%0.80%Q4 2020Q1 20212
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.84%0.93%1.02%Q1 2022Q2 20222
GODSEY & GIBB, INC 110.00%0.00%0.01%Q2 2021Q1 20222
True Wealth Design, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Gemmer Asset Management LLC 110.00%0.00%0.01%Q2 2014Q1 20192
Kingdom Financial Group LLC. 226.14%6.22%6.29%Q2 2023Q3 20232
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.66%0.70%0.74%Q2 2016Q3 20162
Virtu Financial LLC 220.03%0.05%0.06%Q3 2017Q4 20172
Lattice Strategies LLC 220.16%0.19%0.23%Q2 2013Q3 20132
EXENCIAL WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
OmniStar Financial Group, Inc. 220.54%0.54%0.54%Q2 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 222.44%2.76%3.08%Q4 2019Q1 20202
Independent Advisor Alliance 110.13%0.17%0.21%Q1 2017Q4 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Oakworth Capital, Inc. 110.00%0.00%0.00%Q2 2020Q2 20232
CEDAR HILL ASSOCIATES, LLC 220.12%0.12%0.12%Q3 2017Q4 20172
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MCF Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Leelyn Smith, LLC 220.01%0.03%0.06%Q4 2019Q1 20202
Astoria Strategic Wealth, Inc. 225.72%5.98%6.23%Q4 2019Q1 20202
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Golden State Equity Partners 220.07%0.11%0.14%Q1 2023Q2 20232
Industrial Alliance Investment Management Inc. 220.00%0.01%0.02%Q4 2021Q1 20222
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.02%0.04%Q3 2019Q4 20212
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q3 2015Q4 20162
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.01%Q3 2022Q4 20222
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 220.07%0.07%0.08%Q2 2023Q3 20232
STALEY CAPITAL ADVISERS INC 220.22%0.40%0.58%Q2 2023Q3 20232
WEST PACES ADVISORS INC. 110.00%0.01%0.02%Q2 2021Q4 20222
NWAM LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
BOOTHBAY FUND MANAGEMENT, LLC 110.14%0.19%0.23%Q2 2021Q1 20222
Newfound Research LLC 220.00%0.01%0.01%Q2 2016Q3 20162
PATHSTONE FAMILY OFFICE, LLC 220.01%0.04%0.06%Q4 2022Q1 20232
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cypress Wealth Services, LLC 220.06%0.06%0.07%Q3 2020Q4 20202
GREENUP STREET WEALTH MANAGEMENT LLC 220.73%0.87%1.00%Q4 2021Q1 20222
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Filbrandt Wealth Management, LLC 110.00%0.01%0.01%Q1 2020Q2 20212
Impact Partnership Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
OPTIMUM INVESTMENT ADVISORS 220.01%0.01%0.01%Q3 2019Q4 20192
Trek Financial, LLC 220.04%0.04%0.05%Q3 2020Q4 20202
Oxler Private Wealth LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q2 20212
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.01%0.02%Q1 2015Q3 20182
DAVENPORT & Co LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Advocacy Wealth Management Services, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Madrona Financial Services, LLC 220.25%0.58%0.90%Q2 2023Q3 20232
Kalos Management, Inc. 220.20%0.23%0.26%Q1 2021Q2 20212
WFA of San Diego, LLC 220.06%0.24%0.42%Q2 2023Q3 20232
First Capital Advisors Group, LLC. 110.00%0.00%0.01%Q1 2018Q2 20232
Johnson Financial Group, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20232
Wescott Financial Advisory Group, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q3 20232
WASHINGTON TRUST BANK 110.00%0.01%0.03%Q4 2017Q2 20222
Stegent Equity Advisors, Inc. 220.35%0.36%0.36%Q4 2021Q1 20222
BRYN MAWR TRUST Co 220.01%0.01%0.01%Q2 2021Q3 20212
Fiduciary Alliance LLC 110.00%0.00%0.01%Q4 2022Q2 20232
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q1 2022Q3 20232
ACG Wealth 110.01%0.02%0.04%Q2 2017Q2 20222
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
Cordasco Financial Network 220.00%0.00%0.00%Q3 2019Q4 20192
Paloma Partners Management Co 220.02%0.02%0.03%Q2 2020Q3 20202
Elequin Capital, LP 220.02%0.34%0.67%Q4 2022Q1 20232
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Gryphon Financial Partners LLC 110.04%0.05%0.05%Q4 2021Q3 20222
Seed Wealth Management, Inc. 220.54%0.70%0.87%Q2 2023Q3 20232
Goelzer Investment Management, Inc. 110.02%0.03%0.04%Q4 2022Q3 20232
Regency Capital Management Inc.\DE 220.02%0.02%0.02%Q4 2021Q1 20222
Resonant Capital Advisors, LLC 220.14%0.15%0.16%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sloy Dahl & Holst, LLC 220.12%0.12%0.12%Q3 2021Q4 20212
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Laffer Tengler Investments, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2020Q4 20212
Private Portfolio Partners LLC 220.17%0.21%0.24%Q4 2018Q1 20192
Sage Mountain Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
AXXCESS WEALTH MANAGEMENT, LLC 220.05%0.08%0.11%Q2 2023Q3 20232
LifePro Asset Management 110.26%0.26%0.26%Q3 2023Q3 20231
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Shorepoint Capital Partners LLC 112.48%2.48%2.48%Q2 2022Q2 20221
PNC Managed Account Solutions, Inc. 110.09%0.09%0.09%Q2 2021Q2 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q1 2020Q1 20201
SouthState Corp 110.01%0.01%0.01%Q2 2022Q2 20221
NWK Group, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
EXCHANGE TRADED CONCEPTS, LLC 110.55%0.55%0.55%Q3 2020Q3 20201
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q1 2020Q1 20201
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Arete Wealth Advisors, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
SkyView Investment Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Apeiron RIA LLC 110.14%0.14%0.14%Q4 2021Q4 20211
AVAII WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Trust Co 110.00%0.00%0.00%Q1 2021Q1 20211
Arlington Financial Advisors, LLC 110.39%0.39%0.39%Q2 2020Q2 20201
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q3 2013Q3 20131
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q2 20221
FIDUCIENT ADVISORS LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Syntegra Private Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2021Q1 20211
CMC Financial Group 110.21%0.21%0.21%Q1 2019Q1 20191
BluePath Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Arlington Partners LLC 110.03%0.03%0.03%Q2 2023Q2 20231
CIBC WORLD MARKET INC. 110.01%0.01%0.01%Q3 2021Q3 20211
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Mendota Financial Group, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Capital Alternatives LLC 110.20%0.20%0.20%Q3 2014Q3 20141
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Running Point Capital Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pallas Capital Advisors LLC 111.01%1.01%1.01%Q3 2023Q3 20231
KMS FINANCIAL SERVICES, INC 110.04%0.04%0.04%Q3 2014Q3 20141
Redwood Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Diversified Portfolios, Inc. 110.08%0.08%0.08%Q2 2022Q2 20221
SAGE RHINO CAPITAL LLC 110.60%0.60%0.60%Q3 2023Q3 20231
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Financial Enhancement Group LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Rise Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
EVOKE WEALTH, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Bridgewater Advisors Inc. 110.14%0.14%0.14%Q1 2021Q1 20211
Sentinus, LLC 110.26%0.26%0.26%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
GENWORTH FINANCIAL INC 110.37%0.37%0.37%Q2 2013Q2 20131
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2020Q4 20201
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bristlecone Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Qube Research & Technologies Ltd 110.70%0.70%0.70%Q2 2020Q2 20201
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Sage Advisory Services, Ltd.Co. 110.06%0.06%0.06%Q4 2021Q4 20211
My Legacy Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
SECURITY ASSET MANAGEMENT 110.35%0.35%0.35%Q1 2023Q1 20231
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Berman Capital Advisors, LLC 111.85%1.85%1.85%Q4 2017Q4 20171
RDA Financial Network 110.09%0.09%0.09%Q3 2019Q3 20191
MCDONALD PARTNERS LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
LEVEL FOUR FINANCIAL, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PACES FERRY WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Personal Financial Services 110.01%0.01%0.01%Q1 2023Q1 20231
ROGCO, LP 112.33%2.33%2.33%Q3 2023Q3 20231
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
KWMG, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2023Q1 20231
CapWealth Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
London & Capital Asset Management Ltd 110.11%0.11%0.11%Q1 2021Q1 20211
FIRST INTERSTATE BANK 110.05%0.05%0.05%Q2 2023Q2 20231
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SevenBridge Financial Group, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Smith, Salley & Associates 110.04%0.04%0.04%Q3 2022Q3 20221
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Q3 Asset Management 110.62%0.62%0.62%Q1 2021Q1 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2023Q1 20231
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TriaGen Wealth Management LLC 110.16%0.16%0.16%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
OLD MISSION CAPITAL, LLC 111.13%1.13%1.13%Q4 2020Q4 20201
INTREPID CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q2 2023Q2 20231
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Planners of Cleveland, Inc. 110.41%0.41%0.41%Q1 2022Q1 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Elite Wealth Management, Inc. 111.55%1.55%1.55%Q4 2014Q4 20141
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Pacific Center for Financial Services 110.02%0.02%0.02%Q3 2021Q3 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Montecito Bank & Trust 110.03%0.03%0.03%Q4 2016Q4 20161
Investment Research & Advisory Group, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Robinson Value Management, Ltd. 110.00%0.00%0.00%Q2 2023Q2 20231
Thrive Wealth Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Proquility Private Wealth Partners, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Warren Street Wealth Advisors, LLC 113.30%3.30%3.30%Q4 2021Q4 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Blueprint Investment Partners LLC 110.06%0.06%0.06%Q4 2021Q4 20211
WNY Asset Management, LLC 110.78%0.78%0.78%Q3 2023Q3 20231
ADIRONDACK TRUST CO 110.02%0.02%0.02%Q4 2018Q4 20181
McAdam, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
ACUTE INVESTMENT ADVISORY, LLC 111.96%1.96%1.96%Q3 2022Q3 20221
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
ADVISOR PARTNERS II, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BOYS ARNOLD & CO INC 110.08%0.08%0.08%Q4 2015Q4 20151
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Homrich & Berg 110.01%0.01%0.01%Q2 2021Q2 20211
Oak Grove Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Covenant Multifamily Offices, LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Affiance Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Advisors Preferred, LLC 115.02%5.02%5.02%Q3 2015Q3 20151
Waterloo Capital, L.P. 110.26%0.26%0.26%Q1 2020Q1 20201
Orgel Wealth Management, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
SHAYNE & JACOBS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Centerpoint Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Kure Advisory, LLC 111.76%1.76%1.76%Q3 2023Q3 20231
Keudell/Morrison Wealth Management 110.84%0.84%0.84%Q1 2020Q1 20201
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
EFG CAPITAL INTERNATIONAL CORP. 110.65%0.65%0.65%Q2 2023Q2 20231
Power Corp of Canada 110.50%0.50%0.50%Q1 2022Q1 20221
Beacon Financial Advisory LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Aviance Capital Partners, LLC 110.28%0.28%0.28%Q1 2022Q1 20221
Nemes Rush Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Berkshire Money Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.74%0.74%0.74%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2022Q4 20221
Custos Family Office, LLC 110.98%0.98%0.98%Q4 2021Q4 20211
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
ACIMA PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
DRW Securities, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
BUCKINGHAM STRATEGIC WEALTH, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tanager Wealth Management LLP 110.17%0.17%0.17%Q4 2021Q4 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Joseph Group Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
SteelBridge Private Wealth Advisors LLC 111.59%1.59%1.59%Q1 2016Q1 20161
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
9258 Wealth Management, LLC 110.22%0.22%0.22%Q3 2019Q3 20191
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
Long Wharf Investors, Inc. 110.22%0.22%0.22%Q2 2013Q2 20131
PACIFIC SUN FINANCIAL CORP 110.34%0.34%0.34%Q4 2017Q4 20171
Verdad Advisers, LP 116.91%6.91%6.91%Q4 2021Q4 20211
Ballew Advisors, Inc 112.77%2.77%2.77%Q4 2021Q4 20211
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Beaird Harris Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
First Bank & Trust 110.02%0.02%0.02%Q2 2019Q2 20191
Hedeker Wealth, LLC 112.00%2.00%2.00%Q1 2020Q1 20201
Athanor Capital, LP 110.52%0.52%0.52%Q1 2020Q1 20201
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Register Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
20/20 Capital Management, Inc. 110.11%0.11%0.11%Q2 2020Q2 20201
USAdvisors Wealth Management, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.17%0.17%0.17%Q3 2023Q3 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Delta Investment Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Plan Group Financial, LLC 112.55%2.55%2.55%Q2 2022Q2 20221
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q3 20181
Connectus Wealth, LLC 110.58%0.58%0.58%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.