VANGUARD MUN BD FDS shareholder history

Current and past VANGUARD MUN BD FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 33330.00%0.01%0.03%Q3 2015Q3 202333
ALESCO ADVISORS LLC 33330.03%0.08%0.20%Q3 2015Q3 202333
Creative Planning 33330.00%0.46%1.54%Q3 2015Q3 202333
Capital Investment Services of America, Inc. 32320.19%0.51%0.81%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.00%0.39%0.69%Q4 2015Q3 202332
ROYAL BANK OF CANADA 3110.00%0.01%0.04%Q3 2015Q3 202332
LPL Financial LLC 32320.00%0.05%0.09%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.06%0.40%Q4 2015Q3 202332
UBS Group AG 32320.00%0.05%0.16%Q4 2015Q3 202332
Private Advisor Group, LLC 31310.01%0.15%0.75%Q1 2016Q3 202331
Cetera Advisors LLC 2380.01%0.05%0.13%Q4 2015Q3 202331
Sandy Spring Bank 31310.00%0.00%0.00%Q1 2016Q3 202331
NewSquare Capital LLC 31310.05%0.14%0.22%Q1 2016Q3 202331
Eagle Ridge Investment Management 31310.07%0.88%1.72%Q1 2016Q3 202331
Charles Schwab Investment Advisory, Inc. 31310.14%1.31%2.81%Q1 2016Q3 202331
US BANCORP \DE\ 2290.00%0.07%0.25%Q4 2015Q3 202331
FOSTER & MOTLEY INC 31310.10%0.68%1.15%Q1 2016Q3 202331
Baird Financial Group, Inc. 31310.00%0.04%0.36%Q1 2016Q3 202331
NAPLES GLOBAL ADVISORS, LLC 31310.23%0.44%0.71%Q1 2016Q3 202331
Bartlett & Co. LLC 16140.04%0.06%0.12%Q2 2016Q4 202330
MORGAN STANLEY 30300.00%0.03%0.07%Q2 2016Q3 202330
FDx Advisors, Inc. 18120.02%0.18%0.49%Q4 2015Q3 202330
North Star Investment Management Corp. 17130.00%0.03%0.19%Q1 2016Q3 202330
FIFTH THIRD BANCORP 30300.00%0.00%0.00%Q2 2016Q3 202330
WELLS FARGO & COMPANY/MN 30300.00%0.04%0.09%Q2 2016Q3 202330
CHATHAM CAPITAL GROUP, INC. 30300.16%0.83%1.77%Q2 2016Q3 202330
CITIGROUP INC 29290.00%0.00%0.02%Q3 2016Q3 202329
Advisory Services Network, LLC 2720.06%0.11%0.19%Q2 2016Q3 202329
PHILLIPS FINANCIAL MANAGEMENT, LLC 29290.21%0.59%0.92%Q3 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 29290.01%0.03%0.06%Q3 2016Q3 202329
Burt Wealth Advisors 29290.04%0.42%1.15%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 28280.00%0.02%0.07%Q4 2016Q3 202328
Regis Management CO LLC 28280.75%1.70%2.56%Q4 2016Q3 202328
ROBERTS GLORE & CO INC /IL/ 28280.50%1.86%5.30%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28281.86%2.77%3.88%Q1 2016Q4 202228
Hudock, Inc. 28280.04%0.86%3.79%Q4 2016Q3 202328
FORVIS Wealth Advisors, LLC 28280.04%0.39%1.07%Q4 2016Q3 202328
Plante Moran Financial Advisors, LLC 28280.00%0.10%0.44%Q4 2016Q3 202328
VANGUARD GROUP INC 2130.00%0.00%0.00%Q4 2015Q3 202328
Ancora Advisors LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
Bouchey Financial Group Ltd 28280.17%0.67%1.20%Q4 2016Q3 202328
SYNOVUS FINANCIAL CORP 2440.00%0.01%0.05%Q2 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 28280.00%0.12%0.19%Q4 2016Q3 202328
SONATA CAPITAL GROUP INC 28280.30%0.77%1.48%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.01%0.02%0.04%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.06%Q4 2016Q3 202328
M&T BANK CORP 2530.00%0.07%0.13%Q2 2016Q3 202328
JANICZEK WEALTH MANAGEMENT, LLC 27270.85%3.53%6.89%Q1 2017Q3 202327
Tortoise Investment Management, LLC 27270.00%0.26%0.79%Q1 2017Q3 202327
OGOREK ANTHONY JOSEPH /NY/ /ADV 16110.06%1.26%3.70%Q2 2016Q3 202327
Coastline Trust Co 27270.09%0.46%1.06%Q1 2017Q3 202327
VICUS CAPITAL 2520.05%0.37%0.85%Q1 2016Q3 202327
SIGMA INVESTMENT COUNSELORS INC 15120.04%0.10%0.18%Q4 2016Q3 202327
Northstar Group, Inc. 27270.30%0.93%1.41%Q1 2017Q3 202327
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2520.00%0.02%0.05%Q3 2016Q3 202327
Linscomb & Williams, Inc. 2610.02%0.10%0.27%Q4 2016Q3 202327
Whitegate Investment Counselors, Inc. 27270.43%1.34%4.17%Q1 2017Q3 202327
Smithfield Trust Co 27270.18%0.96%2.92%Q1 2017Q3 202327
Cornerstone Wealth Management, LLC 2430.06%0.21%0.38%Q4 2016Q3 202327
Avidian Wealth Solutions, LLC 27270.10%1.23%2.82%Q1 2017Q3 202327
Atria Investments, Inc 1430.05%0.11%0.16%Q3 2015Q3 202327
Blume Capital Management, Inc. 27270.24%0.61%3.20%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.19%0.64%Q1 2017Q3 202327
WHITTIER TRUST CO OF NEVADA INC 27270.00%0.04%0.20%Q1 2017Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 27270.00%0.04%0.13%Q1 2017Q3 202327
HighTower Advisors, LLC 16110.00%0.03%0.11%Q4 2016Q3 202327
First Heartland Consultants, Inc. 26260.01%0.07%0.25%Q2 2017Q3 202326
ENVESTNET ASSET MANAGEMENT INC 2150.00%0.07%0.18%Q3 2015Q3 202326
RKL Wealth Management LLC 26260.03%0.07%0.18%Q2 2017Q3 202326
Cetera Advisor Networks LLC 2150.01%0.06%0.16%Q1 2017Q3 202326
Morningstar Investment Services LLC 26260.07%0.41%0.80%Q2 2017Q3 202326
JACOBSON & SCHMITT ADVISORS, LLC 16100.12%0.82%1.60%Q1 2017Q3 202326
Hanson & Doremus Investment Management 26260.01%0.47%0.87%Q2 2017Q3 202326
AMI INVESTMENT MANAGEMENT INC 13120.24%0.86%3.22%Q3 2015Q3 202325
Bank of New York Mellon Corp 2410.00%0.00%0.01%Q2 2017Q3 202325
Valeo Financial Advisors, LLC 25250.01%0.23%0.37%Q3 2017Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 25250.03%0.37%0.88%Q3 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.04%0.40%1.14%Q3 2017Q3 202325
JAMES INVESTMENT RESEARCH INC 25250.00%0.03%0.08%Q3 2017Q3 202325
Versant Capital Management, Inc 25250.09%0.28%0.75%Q4 2017Q4 202325
ARGI Investment Services, LLC 25250.02%0.10%0.17%Q4 2016Q4 202225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25250.05%1.12%1.90%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 2220.01%0.08%0.22%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.07%0.13%Q4 2017Q3 202324
Successful Portfolios LLC 24240.20%0.43%0.83%Q4 2017Q3 202324
Occidental Asset Management, LLC 2040.05%0.39%0.66%Q4 2016Q3 202324
Ameritas Investment Partners, Inc. 2310.00%0.02%0.04%Q3 2017Q3 202324
Capstone Financial Advisors, Inc. 24240.12%0.32%1.93%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.14%0.24%0.36%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.10%0.36%0.89%Q4 2017Q3 202324
Moisand Fitzgerald Tamayo, LLC 1950.00%0.01%0.01%Q3 2017Q3 202324
AdvisorNet Financial, Inc 24240.10%0.50%1.01%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.13%1.36%5.72%Q4 2017Q3 202324
Brinker Capital Investments, LLC 24240.00%0.18%0.49%Q3 2016Q2 202224
LINCOLN NATIONAL CORP 24240.01%0.08%0.18%Q4 2017Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24245.50%14.03%20.47%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.15%0.37%0.92%Q4 2017Q3 202324
IFP Advisors, Inc 1770.00%0.07%0.32%Q2 2017Q3 202324
PINNACLE FINANCIAL PARTNERS INC 24240.12%1.03%1.58%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.08%0.16%0.33%Q4 2017Q3 202324
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23230.05%0.08%0.14%Q1 2018Q3 202323
IFG Advisory, LLC 23230.03%0.06%0.10%Q1 2018Q3 202323
PrairieView Partners, LLC 1850.11%0.20%0.28%Q4 2017Q3 202323
Bragg Financial Advisors, Inc 23230.06%0.83%1.25%Q1 2018Q3 202323
Betterment LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Arlington Partners LLC 23230.02%0.10%0.19%Q4 2017Q2 202323
Cardan Capital Partners, LLC 23230.31%0.87%1.65%Q1 2016Q3 202123
Stratos Wealth Partners, LTD. 2120.01%0.03%0.14%Q4 2017Q3 202323
SEI INVESTMENTS CO 23230.00%0.32%0.92%Q1 2018Q3 202323
Bray Capital Advisors 23230.02%0.55%1.45%Q1 2018Q3 202323
Private Harbour Investment Management & Counsel, LLC 2210.21%0.29%0.45%Q2 2016Q2 202223
Columbus Macro, LLC 23230.06%0.39%1.03%Q1 2018Q3 202323
FC Advisory LLC 23230.17%0.48%0.65%Q2 2018Q4 202323
Invst, LLC 22220.33%0.54%0.77%Q2 2018Q3 202322
RiverGlades Family Offices LLC 1442.12%2.95%4.30%Q4 2017Q3 202322
RAYMOND JAMES TRUST N.A. 22220.12%0.19%0.27%Q2 2018Q3 202322
Patriot Financial Group Insurance Agency, LLC 2110.04%0.07%0.14%Q3 2017Q3 202322
EAGLE GLOBAL ADVISORS LLC 22220.01%0.16%0.26%Q2 2018Q3 202322
McNamara Financial Services, Inc. 22220.72%1.04%1.69%Q2 2018Q3 202322
Cambria Investment Management, L.P. 22220.02%0.09%0.18%Q2 2018Q3 202322
MEEDER ASSET MANAGEMENT INC 21210.01%0.98%3.69%Q3 2018Q3 202321
JANE STREET GROUP, LLC 710.00%0.04%0.18%Q3 2015Q1 202321
MATHER GROUP, LLC. 21210.28%0.47%0.73%Q3 2018Q3 202321
Allworth Financial LP 21210.00%0.07%0.15%Q3 2018Q3 202321
BlackRock Inc. 21210.00%0.00%0.00%Q4 2017Q4 202221
Financial Advocates Investment Management 21210.04%0.09%0.18%Q3 2018Q3 202321
Veritable, L.P. 21210.00%0.10%0.33%Q2 2018Q2 202321
FMR LLC 21210.00%0.01%0.06%Q3 2018Q3 202321
McAdam, LLC 1530.02%0.25%0.63%Q4 2016Q3 202321
Verity Asset Management, Inc. 1650.20%0.61%1.16%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.09%Q3 2018Q3 202321
MCF Advisors LLC 1470.06%0.40%1.50%Q2 2018Q3 202321
Human Investing LLC 20200.18%1.12%2.87%Q4 2018Q3 202320
Fort Point Capital Partners LLC 20200.08%1.24%3.83%Q4 2018Q3 202320
Taylor Hoffman Wealth Management 20200.40%0.77%1.10%Q4 2018Q3 202320
RWA WEALTH PARTNERS, LLC 20201.48%4.87%8.48%Q4 2018Q3 202320
PINNACLE ASSOCIATES LTD 1710.01%0.02%0.04%Q2 2018Q3 202320
Pensionmark Financial Group, LLC 20200.13%0.22%0.33%Q4 2018Q3 202320
OneDigital Investment Advisors LLC 1190.01%0.16%1.02%Q1 2018Q3 202320
Wealthfront Advisers LLC 20204.05%7.35%9.24%Q4 2018Q3 202320
ACR Alpine Capital Research, LLC 20200.02%0.04%0.11%Q2 2016Q1 202120
CAMG Solamere Management, LLC 20201.74%2.09%4.16%Q4 2016Q3 202120
American Portfolios Advisors 20200.00%0.02%0.08%Q4 2017Q3 202220
Fisher Asset Management, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.12%0.29%0.65%Q4 2018Q3 202320
JONES FINANCIAL COMPANIES LLLP 20200.05%0.11%0.19%Q4 2018Q3 202320
BRIGHTON JONES LLC 1640.02%0.03%0.06%Q3 2018Q3 202320
MASSMUTUAL TRUST CO FSB/ADV 1550.00%0.07%0.21%Q4 2018Q4 202320
FLAGSHIP HARBOR ADVISORS, LLC 20200.03%0.07%0.14%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.05%0.25%0.92%Q4 2018Q3 202320
DAVENPORT & Co LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.06%0.39%1.68%Q4 2018Q3 202320
Pinnacle Wealth Management Advisory Group, LLC 1710.11%0.20%0.30%Q2 2018Q3 202320
STEPHENS INC /AR/ 20200.03%0.06%0.10%Q4 2018Q3 202320
CAPRIN ASSET MANAGEMENT LLC /ADV 20201.15%2.07%8.04%Q1 2018Q4 202220
CWA Asset Management Group, LLC 1370.02%0.13%0.68%Q3 2018Q3 202320
Dynamic Advisor Solutions LLC 20200.04%0.10%0.19%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.22%0.51%1.05%Q4 2018Q3 202320
Global Retirement Partners, LLC 760.00%0.04%0.10%Q1 2018Q3 202320
Aspire Private Capital, LLC 20201.00%2.13%3.48%Q4 2018Q3 202320
CWM, LLC 1010.00%0.15%0.30%Q2 2018Q3 202319
MUFG Americas Holdings Corp 19190.01%0.20%0.34%Q1 2018Q3 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.21%0.78%Q1 2019Q3 202319
180 WEALTH ADVISORS, LLC 19190.05%0.11%0.20%Q1 2019Q3 202319
Gemmer Asset Management LLC 19190.01%0.01%0.02%Q3 2017Q1 202219
Personal Capital Advisors Corp 19190.04%0.05%0.07%Q2 2018Q4 202219
BROWN ADVISORY INC 19190.00%0.00%0.01%Q1 2019Q3 202319
Valmark Advisers, Inc. 1630.01%0.05%0.13%Q4 2018Q3 202319
BLAIR WILLIAM & CO/IL 19190.00%0.01%0.02%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.05%0.09%0.20%Q3 2018Q3 202319
Silver Lake Advisory, LLC 1720.11%0.13%0.16%Q3 2018Q2 202319
Prestige Wealth Management Group LLC 1450.00%0.26%0.84%Q4 2018Q3 202319
BDO Wealth Advisors, LLC 19190.09%0.41%0.97%Q4 2018Q2 202319
Altium Wealth Management LLC 19190.74%2.88%4.10%Q4 2017Q2 202219
WEDBUSH SECURITIES INC 1630.02%0.03%0.04%Q1 2018Q3 202319
Arete Wealth Advisors, LLC 19190.08%0.47%2.91%Q4 2017Q2 202219
HOWE & RUSLING INC 19190.03%0.09%0.13%Q1 2019Q3 202319
FIRST FINANCIAL CORP /IN/ 19190.02%0.03%0.04%Q1 2019Q3 202319
Merriman Wealth Management, LLC 19190.08%1.63%5.22%Q1 2019Q3 202319
Traynor Capital Management, Inc. 18180.17%0.37%0.47%Q2 2019Q3 202318
IHT Wealth Management, LLC 1620.02%0.07%0.20%Q4 2017Q3 202318
Oxbow Advisors, LLC 1710.03%0.07%0.16%Q2 2018Q1 202318
Janney Montgomery Scott LLC 1620.00%0.01%0.04%Q4 2018Q3 202318
Financial Planning & Information Services, Inc. 18180.08%0.18%0.42%Q2 2019Q3 202318
Apollon Wealth Management, LLC 18180.13%0.52%1.29%Q2 2019Q3 202318
Canton Hathaway, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
RIVERSEDGE ADVISORS, LLC 18180.33%4.50%8.00%Q2 2019Q3 202318
Wealthcare Advisory Partners LLC 18180.02%0.05%0.09%Q2 2019Q3 202318
BBVA USA Bancshares, Inc. 18180.01%0.28%0.54%Q4 2016Q1 202118
LVW Advisors, LLC 18180.27%0.65%0.86%Q2 2019Q3 202318
DEUTSCHE BANK AG\ 1710.00%0.00%0.01%Q1 2019Q3 202318
KANAWHA CAPITAL MANAGEMENT LLC 18180.02%0.03%0.04%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.03%0.05%Q2 2019Q3 202318
Pinnacle Bancorp, Inc. 18180.00%0.12%0.40%Q2 2019Q3 202318
TCI Wealth Advisors, Inc. 18180.00%0.02%0.03%Q4 2018Q1 202318
Geneos Wealth Management Inc. 18180.00%0.02%0.05%Q2 2019Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 17170.02%0.12%0.46%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.13%0.35%0.67%Q3 2019Q3 202317
Resource Planning Group 17170.19%1.40%3.82%Q3 2018Q3 202217
Brookstone Capital Management 17170.01%0.10%0.26%Q3 2019Q3 202317
Country Club Trust Company, n.a. 17170.04%0.13%0.28%Q4 2017Q4 202117
Larson Financial Group LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Ellevest, Inc. 1520.00%0.84%7.45%Q4 2018Q1 202317
CAPTRUST FINANCIAL ADVISORS 1610.01%0.07%0.17%Q4 2018Q3 202317
Modera Wealth Management, LLC 17170.04%0.48%1.27%Q3 2019Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.03%0.06%Q4 2015Q4 201917
Rockefeller Capital Management L.P. 17170.02%0.07%0.14%Q3 2019Q3 202317
Wolff Financial Management LLC 1010.32%0.63%0.95%Q4 2018Q3 202317
Citadel Advisors 610.00%0.00%0.00%Q3 2018Q3 202317
Private Ocean, LLC 17170.09%3.55%5.15%Q3 2019Q3 202317
Dorsey & Whitney Trust CO LLC 1340.02%0.23%0.79%Q1 2017Q3 202317
Baldrige Asset Management LLC 17170.12%1.04%1.64%Q1 2019Q1 202317
PFS INVESTMENTS INC. 17170.02%0.08%0.14%Q2 2019Q2 202317
SCS Capital Management LLC 1520.10%7.26%12.27%Q4 2018Q3 202317
CMH Wealth Management LLC 17170.27%1.14%6.61%Q3 2017Q3 202117
Jackson, Grant Investment Advisers, Inc. 1070.34%0.61%0.79%Q2 2019Q3 202317
BB&T SECURITIES, LLC 17170.01%0.07%0.14%Q3 2015Q3 201917
EP Wealth Advisors, LLC 17170.01%0.13%0.46%Q3 2019Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.16%0.67%1.25%Q3 2019Q3 202317
PARK AVENUE SECURITIES LLC 1410.01%0.04%0.08%Q2 2017Q3 202317
SIGNATUREFD, LLC 1110.00%0.03%0.14%Q1 2019Q3 202317
Meridian Wealth Management, LLC 1250.02%0.06%0.15%Q4 2018Q3 202317
Center for Financial Planning, Inc. 16160.01%0.04%0.12%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16161.39%2.35%2.98%Q4 2019Q3 202316
Ackerman Capital Advisors, LLC 16161.00%12.89%22.74%Q4 2019Q3 202316
NORTHERN TRUST CORP 16160.00%0.02%0.10%Q4 2019Q3 202316
Prime Capital Investment Advisors, LLC 16160.06%0.55%2.28%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.12%0.24%0.30%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.03%0.04%0.05%Q4 2019Q3 202316
Avantax Planning Partners, Inc. 16160.01%0.05%0.12%Q4 2019Q3 202316
Paragon Capital Management Ltd 16160.17%1.45%3.58%Q4 2019Q3 202316
Independence Advisors, LLC 16161.33%1.84%2.62%Q4 2016Q3 202016
Firestone Capital Management 16161.28%1.96%2.84%Q4 2019Q3 202316
Paulson Wealth Management Inc. 16160.11%0.35%0.70%Q4 2017Q3 202116
KING LUTHER CAPITAL MANAGEMENT CORP 1510.00%0.02%0.03%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.02%0.04%Q4 2019Q3 202316
LAZARD ASSET MANAGEMENT LLC 1110.00%0.01%0.05%Q2 2016Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.12%1.11%2.34%Q4 2019Q3 202316
REILLY FINANCIAL ADVISORS, LLC 16160.00%0.01%0.02%Q1 2018Q4 202116
Optas, LLC 16160.31%0.43%0.72%Q4 2019Q3 202316
Jaffetilchin Investment Partners, LLC 16160.03%0.09%0.26%Q4 2018Q3 202216
B. Riley Wealth Advisors, Inc. 1110.01%0.03%0.06%Q3 2018Q3 202316
Relative Value Partners Group, LLC 1060.02%0.08%0.29%Q2 2019Q3 202316
Perigon Wealth Management, LLC 1410.04%0.37%0.89%Q3 2011Q3 202316
SIMON QUICK ADVISORS, LLC 16160.58%1.84%3.26%Q4 2019Q3 202316
STEPH & CO 16161.51%3.64%5.88%Q4 2019Q3 202316
Elm Partners Management LLC 1210.02%1.02%2.67%Q4 2018Q3 202316
S.A. Mason LLC 16160.73%1.26%2.63%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.04%0.62%5.99%Q4 2019Q3 202316
UBS ASSET MANAGEMENT AMERICAS INC 16160.01%0.02%0.03%Q4 2015Q3 201916
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.01%Q4 2017Q3 202316
Edge Capital Group, LLC 16160.08%0.14%0.23%Q4 2018Q3 202216
Texas Capital Bank Wealth Management Services Inc 16160.04%0.27%0.78%Q4 2019Q3 202316
First Ascent Asset Management, LLC 16164.84%7.69%12.49%Q4 2019Q3 202316
NewEdge Advisors, LLC 1210.01%0.06%0.19%Q2 2017Q3 202316
CULLEN/FROST BANKERS, INC. 16160.00%0.07%0.25%Q4 2019Q3 202316
BESSEMER GROUP INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16161.37%2.05%2.46%Q4 2019Q3 202316
MOLLER WEALTH PARTNERS 16160.58%3.36%6.88%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.02%0.23%0.40%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.02%0.30%0.59%Q4 2019Q3 202316
DOHJ, LLC 16160.15%1.02%2.86%Q4 2019Q3 202316
Garde Capital, Inc. 15152.74%3.39%4.24%Q4 2016Q2 202015
Orion Portfolio Solutions, LLC 15150.08%0.44%0.59%Q1 2020Q3 202315
MidWestOne Financial Group, Inc. 740.05%0.33%0.59%Q2 2019Q3 202315
Miracle Mile Advisors, LLC 15150.02%0.22%0.92%Q1 2020Q3 202315
Relyea Zuckerberg Hanson LLC 1050.11%0.30%0.51%Q4 2019Q3 202315
McCarthy Grittinger Financial Group, LLC 15150.03%0.23%1.89%Q4 2018Q2 202215
LPWM LLC 15150.27%0.50%0.73%Q1 2020Q3 202315
PDS Planning, Inc 15150.12%0.62%1.91%Q1 2020Q3 202315
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1410.00%0.00%0.01%Q4 2019Q3 202315
ASPIRIANT, LLC 15150.08%4.80%13.60%Q1 2020Q3 202315
Hamilton Wealth, LLC 15150.10%0.20%0.32%Q4 2018Q2 202215
Greenwich Investment Management, Inc. 1140.17%2.18%5.52%Q1 2018Q3 202215
Cerity Partners LLC 1230.03%0.20%0.66%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.04%0.07%Q2 2016Q4 201915
Executive Wealth Management, LLC 15150.36%0.57%0.97%Q1 2020Q3 202315
WBH ADVISORY INC 1230.04%0.14%0.32%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.13%0.26%Q1 2020Q3 202315
Busey Bank 15150.13%0.23%0.46%Q1 2020Q3 202315
Hummer Financial Advisory Services Inc 1320.44%0.53%0.77%Q4 2019Q3 202315
NEXT Financial Group, Inc 1110.00%0.10%0.20%Q3 2016Q4 202115
Moser Wealth Advisors, LLC 1320.30%0.64%0.97%Q4 2019Q3 202315
Savant Capital, LLC 15150.03%0.51%1.76%Q1 2020Q3 202315
Sigma Planning Corp 15150.02%0.03%0.05%Q1 2020Q3 202315
Mutual Advisors, LLC 15150.03%0.10%0.19%Q1 2020Q3 202315
MOSELEY INVESTMENT MANAGEMENT INC 15150.42%0.73%1.34%Q1 2020Q3 202315
Great Diamond Partners, LLC 15150.14%0.66%1.58%Q1 2020Q3 202315
Financial Strategies Group, Inc. 15150.25%0.57%0.86%Q1 2020Q3 202315
Simplicity Solutions, LLC 15150.01%1.77%5.00%Q1 2020Q3 202315
Apella Capital, LLC 1230.50%0.79%1.21%Q1 2020Q4 202315
CreativeOne Wealth, LLC 15150.03%0.07%0.09%Q1 2020Q3 202315
Visionary Wealth Advisors 14140.19%0.28%0.51%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.04%0.16%0.26%Q2 2020Q3 202314
Resonant Capital Advisors, LLC 14140.32%1.22%1.89%Q2 2020Q3 202314
PROFFITT & GOODSON INC 14140.06%0.63%1.66%Q2 2020Q3 202314
FIDUCIARY TRUST CO 14140.01%0.09%0.22%Q2 2020Q3 202314
Clearstead Advisors, LLC 14140.00%0.09%0.33%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 1310.03%0.17%0.35%Q4 2019Q3 202314
Pacific Edge Advisors, LLC 1130.17%0.44%0.83%Q1 2018Q3 202114
Bogart Wealth, LLC 14140.00%0.01%0.08%Q2 2020Q3 202314
CITIZENS FINANCIAL GROUP INC/RI 630.01%0.02%0.03%Q1 2019Q3 202314
Eldridge Investment Advisors, Inc. 1220.25%0.65%0.94%Q3 2019Q3 202314
Carmichael Hill & Associates, Inc. 14140.01%0.90%2.36%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 1310.04%0.15%0.35%Q4 2019Q3 202314
Sugarloaf Wealth Management, LLC 14140.02%0.03%0.05%Q4 2019Q1 202314
Mattern Wealth Management LLC 14140.06%0.94%2.51%Q2 2020Q3 202314
Mangham Associates,LLC 1220.22%1.04%1.90%Q4 2017Q4 202114
CAPITAL INSIGHT PARTNERS, LLC 14140.22%0.35%0.44%Q2 2020Q3 202314
Continuum Advisory, LLC 14140.23%0.38%0.46%Q2 2020Q3 202314
Argent Trust Co 14140.02%0.09%0.16%Q3 2018Q4 202114
Fairhaven Wealth Management, LLC 1221.10%1.66%2.41%Q1 2020Q3 202314
Global Wealth Management Investment Advisory, Inc. 1310.01%0.17%0.22%Q4 2019Q3 202314
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q1 2017Q3 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.01%Q3 2015Q3 202314
Ellis Investment Partners, LLC 14140.02%0.04%0.10%Q2 2020Q3 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.02%0.05%0.08%Q1 2020Q2 202314
CVA Family Office, LLC 14140.02%0.03%0.07%Q1 2020Q2 202314
American Investment Services, Inc. 14140.08%0.77%1.05%Q2 2020Q3 202314
CENTAURUS FINANCIAL, INC. 1310.00%0.03%0.04%Q2 2018Q3 202314
Kingsview Wealth Management, LLC 860.01%0.02%0.08%Q1 2020Q3 202314
Bristlecone Advisors, LLC 14140.06%0.18%0.40%Q2 2020Q3 202314
Snowden Capital Advisors LLC 820.01%0.02%0.04%Q1 2019Q3 202314
ELM ADVISORS, LLC 14141.20%1.69%2.22%Q4 2018Q1 202214
Sunflower Bank, N.A. 14140.23%2.38%7.14%Q2 2020Q3 202314
Clear Creek Financial Management, LLC 1030.13%0.31%0.51%Q2 2020Q3 202313
EPG Wealth Management LLC 1030.06%0.22%0.44%Q4 2019Q3 202313
Redhawk Wealth Advisors, Inc. 1030.35%0.84%1.90%Q3 2019Q1 202313
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 941.56%2.53%3.59%Q2 2020Q3 202313
Paracle Advisors, LLC 13130.14%0.25%0.39%Q1 2018Q1 202113
Liberty Capital Management, Inc. 1210.13%1.23%2.41%Q2 2020Q3 202313
Lenox Wealth Management, Inc. 13130.01%0.01%0.02%Q2 2017Q2 202013
Kestra Advisory Services, LLC 13130.04%0.05%0.10%Q3 2020Q3 202313
Sequoia Financial Advisors, LLC 1210.04%0.67%1.25%Q3 2016Q3 202313
Hanlon Investment Management, Inc. 13130.52%0.72%1.01%Q3 2020Q3 202313
Joseph P. Lucia & Associates, LLC 760.00%0.04%0.17%Q1 2019Q2 202213
BFSG, LLC 13130.06%0.10%0.15%Q2 2019Q2 202213
XML Financial, LLC 13130.03%0.51%1.52%Q3 2020Q3 202313
Estate Counselors, LLC 940.17%1.25%2.30%Q1 2019Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.02%0.03%Q3 2020Q3 202313
Brand Asset Management Group, Inc. 940.03%0.08%0.15%Q1 2019Q3 202313
Belpointe Asset Management LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
CGN Advisors LLC 13130.53%1.26%2.20%Q4 2020Q4 202313
Almanack Investment Partners, LLC. 610.07%0.15%0.24%Q4 2017Q3 202313
ETRADE Capital Management LLC 13130.20%1.05%1.91%Q3 2017Q3 202013
Curbstone Financial Management Corp 13130.09%0.16%0.24%Q4 2020Q4 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 13130.02%0.09%0.16%Q3 2020Q3 202313
Hurlow Wealth Management Group, Inc. 13130.21%1.08%1.93%Q3 2020Q3 202313
Hendershot Investments Inc. 13130.20%0.36%0.55%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 13130.04%0.13%0.28%Q3 2020Q3 202313
Wade Financial Advisory, Inc 13130.46%1.02%1.72%Q4 2019Q4 202213
QUADRANT CAPITAL GROUP LLC 13130.42%0.74%1.01%Q3 2020Q3 202313
Altavista Wealth Management, Inc. 13130.11%0.15%0.18%Q4 2018Q4 202113
Legacy Private Trust Co. 13130.11%1.14%2.66%Q4 2016Q4 201913
TSFG, LLC 13130.03%0.05%0.07%Q1 2019Q1 202213
D.A. DAVIDSON & CO. 13130.00%0.01%0.01%Q3 2020Q3 202313
SHEETS SMITH WEALTH MANAGEMENT 13130.04%0.20%0.32%Q2 2019Q2 202213
Affiance Financial, LLC 13130.10%0.30%0.50%Q2 2020Q2 202313
Financial Advisors, LLC 13130.17%0.29%0.41%Q4 2018Q4 202113
TRUSTCORE FINANCIAL SERVICES, LLC 13130.02%0.05%0.07%Q4 2019Q4 202213
Private Capital Group, LLC 13130.01%0.03%0.08%Q4 2017Q4 202013
WASHINGTON TRUST Co 12120.00%0.18%0.52%Q4 2020Q3 202312
First Horizon Advisors, Inc. 1110.00%0.24%0.52%Q2 2018Q3 202312
Aveo Capital Partners, LLC 840.04%0.88%2.89%Q3 2020Q3 202312
ROPES WEALTH ADVISORS LLC 12120.17%0.19%0.22%Q2 2020Q1 202312
MONTAG A & ASSOCIATES INC 12120.00%0.02%0.07%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.22%0.57%1.45%Q4 2020Q3 202312
Tidal Investments LLC 12120.01%0.02%0.03%Q3 2020Q2 202312
Willow Creek Wealth Management Inc. 12120.08%2.82%7.24%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.04%0.06%0.08%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 710.08%0.11%0.14%Q4 2019Q3 202312
Veery Capital, LLC 12120.35%0.76%0.90%Q4 2020Q3 202312
Cetera Investment Advisers 12120.03%0.10%0.20%Q4 2020Q3 202312
Godshalk Welsh Capital Management, Inc. 12120.20%0.60%0.95%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.10%0.24%0.48%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.08%0.28%0.43%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.37%1.02%1.71%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.33%0.38%0.46%Q4 2020Q3 202312
KEYBANK NATIONAL ASSOCIATION/OH 12120.00%0.01%0.01%Q4 2020Q3 202312
Strategic Financial Services, Inc, 12120.03%1.62%2.51%Q3 2019Q2 202212
ATTICUS WEALTH MANAGEMENT, LLC 12120.05%0.22%0.28%Q4 2020Q3 202312
RFG Advisory, LLC 12120.13%0.25%0.37%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.35%0.40%0.44%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12120.67%2.69%4.07%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.05%0.11%0.19%Q4 2020Q3 202312
Mariner, LLC 12120.01%0.22%0.47%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 530.01%0.01%0.02%Q3 2019Q3 202312
COMERICA BANK 1110.00%0.01%0.04%Q2 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.28%0.41%0.55%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.28%0.39%0.58%Q4 2020Q3 202312
CAHILL FINANCIAL ADVISORS INC 12120.07%0.15%0.25%Q4 2020Q3 202312
ProVise Management Group, LLC 12120.03%0.07%0.13%Q4 2020Q3 202312
AlphaMark Advisors, LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 12120.05%0.42%0.68%Q3 2019Q2 202212
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1110.01%0.13%0.23%Q3 2020Q3 202312
High Pines Wealth Management, LLC 12122.41%3.94%5.17%Q4 2020Q3 202312
Clear Perspective Advisors, LLC 620.07%0.92%1.95%Q4 2016Q4 202112
Bell Bank 12120.10%0.16%0.22%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.14%0.29%0.41%Q4 2020Q3 202312
Spectrum Management Group, LLC 12120.02%0.04%0.07%Q4 2019Q3 202212
Krilogy Financial LLC 820.04%0.06%0.09%Q4 2017Q1 202212
YHB Investment Advisors, Inc. 1020.02%0.15%0.27%Q3 2020Q3 202312
BOKF, NA 750.01%0.04%0.06%Q1 2020Q1 202312
Trellis Advisors, LLC 12120.18%4.78%10.75%Q4 2020Q3 202312
Symmetry Partners, LLC 12120.21%0.25%0.30%Q1 2021Q4 202312
Quaker Wealth Management, LLC 840.22%6.75%10.46%Q2 2020Q3 202312
BRASADA CAPITAL MANAGEMENT, LP 930.06%0.11%0.18%Q3 2019Q4 202212
Compass Advisory Group LLC 12121.66%2.38%3.32%Q4 2020Q3 202312
MCMILLION CAPITAL MANAGEMENT INC 12120.44%0.60%0.77%Q3 2020Q2 202312
PRUDENTIAL FINANCIAL INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.10%0.27%0.37%Q4 2020Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12121.48%1.79%2.22%Q4 2020Q3 202312
Red Wave Investments LLC 12120.49%1.44%2.44%Q4 2020Q3 202312
Unison Advisors LLC 750.09%0.71%2.09%Q3 2020Q3 202312
Crabel Capital Management, LLC 710.09%0.80%1.64%Q4 2017Q2 202312
Csenge Advisory Group 12120.02%0.10%0.14%Q4 2020Q3 202312
HBK Sorce Advisory LLC 12120.02%0.35%1.12%Q4 2020Q3 202312
Keeley-Teton Advisors, LLC 12120.03%0.07%0.08%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 510.00%0.03%0.14%Q2 2019Q3 202311
PFG Advisors 650.12%0.52%0.80%Q3 2020Q3 202311
Soltis Investment Advisors LLC 11110.04%0.33%0.86%Q1 2021Q3 202311
Drexel Morgan & Co. 11110.06%0.12%0.21%Q4 2018Q2 202111
Dakota Wealth Management 920.01%0.12%0.21%Q1 2019Q3 202311
Beta Wealth Group, Inc. 652.67%3.86%4.41%Q4 2020Q3 202311
Chicago Partners Investment Group LLC 650.00%0.06%0.14%Q3 2017Q3 202311
FRANKLIN RESOURCES INC 740.00%0.03%0.10%Q4 2020Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.01%0.04%Q1 2021Q3 202311
COLLECTIVE FAMILY OFFICE LLC 920.08%0.35%0.70%Q4 2020Q3 202311
Financial Architects, Inc 920.00%0.01%0.04%Q2 2018Q2 202311
BURNEY CO/ 11110.01%0.02%0.04%Q1 2021Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.00%0.07%0.15%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.01%Q4 2020Q2 202311
First Allied Advisory Services, Inc. 11110.01%0.02%0.03%Q1 2018Q3 202011
SCHMIDT P J INVESTMENT MANAGEMENT INC 11110.05%0.49%0.92%Q1 2021Q3 202311
StrongBox Wealth, LLC 11110.16%0.55%0.73%Q1 2020Q3 202211
Legacy Bridge, LLC 11110.02%0.04%0.08%Q4 2018Q2 202111
Marcum Wealth, LLC 11110.06%0.13%0.20%Q1 2021Q3 202311
PATRON PARTNERS, LLC 11110.31%0.81%1.18%Q1 2021Q3 202311
Vivaldi Capital Management LP 1010.08%0.17%0.29%Q1 2020Q4 202211
BRINKER CAPITAL INC 910.02%0.63%1.06%Q2 2016Q4 201911
IRON Financial LLC 740.14%0.23%0.36%Q3 2019Q3 202211
Financial Advisors Network, Inc. 910.08%0.14%0.32%Q4 2016Q4 202011
Crestwood Advisors Group, LLC 11110.03%0.65%2.02%Q1 2021Q3 202311
Community Bank of Raymore 11110.08%0.10%0.14%Q1 2021Q3 202311
Alaethes Wealth LLC 11110.54%1.21%2.19%Q1 2021Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.16%2.46%4.58%Q4 2020Q3 202311
Lido Advisors, LLC 1010.00%0.08%0.34%Q4 2020Q3 202311
JNBA Financial Advisors 11110.00%0.66%1.34%Q1 2021Q3 202311
Spire Wealth Management 11110.14%0.17%0.23%Q1 2021Q3 202311
Personal Wealth Partners 11110.16%0.19%0.23%Q3 2019Q1 202211
BLUE SQUARE ASSET MANAGEMENT, LLC 11111.48%3.00%4.13%Q3 2019Q1 202211
SigFig Wealth Management, LLC 11110.06%0.42%1.15%Q1 2021Q3 202311
Milestone Advisory Partners 11110.33%0.87%1.28%Q2 2020Q4 202211
Capital Advisors Wealth Management, LLC 11110.31%0.44%0.67%Q1 2021Q3 202311
Peninsula Wealth, LLC 920.09%0.14%0.18%Q2 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.02%0.26%0.50%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.53%1.13%1.79%Q4 2018Q2 202111
Glassman Wealth Services 11110.00%0.53%1.47%Q1 2021Q3 202311
DELTA ASSET MANAGEMENT LLC/TN 640.00%0.00%0.00%Q3 2020Q3 202310
REGIONS FINANCIAL CORP 910.00%0.40%0.52%Q1 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.10%0.15%Q1 2021Q3 202310
Blue Barn Wealth, LLC 10100.29%0.68%1.44%Q2 2021Q3 202310
Bay Harbor Wealth Management, LLC 10100.01%0.02%0.04%Q4 2019Q1 202210
SP Asset Management 910.14%0.98%1.42%Q3 2019Q3 202210
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.01%Q2 2021Q3 202310
USCA RIA LLC 10100.04%0.26%0.58%Q1 2019Q2 202110
FIRST MERCHANTS CORP 10100.01%0.04%0.07%Q2 2021Q3 202310
McKinley Carter Wealth Services, Inc. 10100.05%0.87%2.32%Q2 2021Q3 202310
CENTRAL BANK & TRUST CO 910.00%0.02%0.13%Q4 2018Q4 202210
Wealthspire Advisors, L.P. 10100.00%0.12%0.47%Q2 2018Q3 202010
JFS WEALTH ADVISORS, LLC 10100.00%1.57%2.84%Q2 2021Q3 202310
Spotlight Asset Group, Inc. 820.09%0.16%0.25%Q4 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.03%Q1 2021Q3 202310
Destiny Wealth Partners, LLC 10100.05%0.09%0.16%Q2 2021Q3 202310
Hayek Kallen Investment Management 520.12%0.19%0.23%Q1 2020Q4 202210
Compass Ion Advisors, LLC 820.08%4.38%10.50%Q2 2020Q3 202310
Oakworth Capital, Inc. 10100.36%0.51%0.63%Q2 2020Q3 202210
TD Capital Management LLC 10100.01%0.39%0.70%Q2 2021Q3 202310
Avion Wealth 10100.00%0.00%0.00%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
Renaissance Technologies 410.00%0.01%0.04%Q2 2020Q3 202310
CALTON & ASSOCIATES, INC. 910.06%0.09%0.17%Q1 2020Q4 202210
Ameritas Investment Company, LLC 910.02%0.19%0.43%Q1 2019Q3 202110
Vista Private Wealth Partners. LLC 10100.10%0.55%0.96%Q2 2021Q3 202310
Stokes Family Office, LLC 10100.05%0.44%1.02%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10100.13%0.41%0.85%Q2 2021Q3 202310
FIRST TRUST ADVISORS LP 510.00%0.00%0.00%Q3 2016Q3 202210
Adero Partners, LLC 10100.05%0.37%0.81%Q4 2019Q1 202210
Opes Wealth Management LLC 10100.08%0.14%0.24%Q2 2021Q3 202310
Lake Point Wealth Management 520.16%0.66%2.59%Q4 2018Q2 202210
Cresset Asset Management, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Snider Financial Group 10100.90%1.01%1.15%Q2 2021Q3 202310
Clearwater Capital Advisors, LLC 10100.05%0.22%0.30%Q3 2018Q4 202010
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10100.34%0.77%1.69%Q4 2019Q1 202210
FIRST AMERICAN TRUST, FSB 10100.04%0.12%0.15%Q2 2021Q3 202310
McIlrath & Eck, LLC 10100.04%0.13%0.22%Q2 2021Q3 202310
Farmers & Merchants Trust Co of Chambersburg PA 10100.01%0.02%0.02%Q2 2021Q3 202310
CPWM, LLC 510.02%0.09%0.32%Q4 2017Q3 202210
Kovack Advisors, Inc. 10100.03%0.04%0.05%Q1 2020Q2 202210
GenTrust, LLC 990.02%0.34%1.27%Q3 2021Q3 20239
Aviance Capital Partners, LLC 990.20%0.25%0.28%Q3 2021Q3 20239
Newton One Investments LLC 991.19%5.21%8.69%Q3 2021Q3 20239
HEADINVEST, LLC 810.02%0.11%0.13%Q4 2020Q3 20239
Tenret Co LLC 990.48%4.26%7.02%Q2 2021Q2 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
FFT WEALTH MANAGEMENT LLC 990.24%1.50%3.58%Q3 2021Q3 20239
Emerald Advisors, LLC 990.12%0.49%0.66%Q1 2020Q1 20229
LS Investment Advisors, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
NVWM, LLC 990.05%0.09%0.17%Q3 2021Q3 20239
Walkner Condon Financial Advisors LLC 990.31%0.62%1.06%Q3 2020Q3 20229
Baltimore-Washington Financial Advisors, Inc. 990.04%0.07%0.11%Q4 2020Q4 20229
Investors Research Corp 990.01%0.01%0.02%Q3 2021Q3 20239
Tradition Wealth Management, LLC 810.01%0.01%0.01%Q4 2020Q2 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.01%0.03%0.05%Q2 2021Q3 20239
COLONY GROUP LLC 990.04%0.10%0.18%Q3 2021Q3 20239
Manchester Capital Management LLC 990.01%0.01%0.02%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.29%0.36%0.42%Q4 2021Q4 20239
OptiFour Integrated Wealth Management, LLC 992.07%5.60%9.26%Q4 2017Q4 20199
OPPENHEIMER & CO INC 630.00%0.00%0.01%Q2 2021Q3 20239
ARS Wealth Advisors Group, LLC 990.14%0.17%0.20%Q3 2021Q3 20239
PRIO WEALTH LIMITED PARTNERSHIP 990.01%0.02%0.02%Q3 2021Q3 20239
Agate Pass Investment Management, LLC 990.26%0.84%2.00%Q4 2021Q4 20239
Cranbrook Wealth Management, LLC 990.02%0.02%0.03%Q3 2020Q3 20229
IBERIABANK CORP 990.11%0.46%0.62%Q2 2018Q2 20209
Roundview Capital LLC 540.02%0.03%0.03%Q2 2021Q3 20239
StoneX Group Inc. 990.10%0.23%0.43%Q4 2019Q4 20219
BAKER BOYER NATIONAL BANK 811.76%12.47%21.73%Q2 2021Q3 20239
Portland Global Advisors LLC 810.11%0.14%0.18%Q2 2019Q3 20239
Johnson Financial Group, LLC 410.06%0.55%1.05%Q1 2017Q3 20229
COUNTRY TRUST BANK 810.00%0.04%0.09%Q1 2018Q1 20219
FIFTH THIRD SECURITIES, INC. 610.06%0.12%0.19%Q2 2019Q3 20239
Hirtle Callaghan & Co LLC 990.27%1.46%6.07%Q3 2021Q3 20239
Trinity Financial Advisors LLC 630.47%2.10%4.25%Q4 2020Q3 20239
AdvicePeriod, LLC 990.11%0.49%0.93%Q2 2019Q2 20219
Bigelow Investment Advisors, LLC 990.11%0.13%0.15%Q3 2020Q3 20229
DONALDSON CAPITAL MANAGEMENT, LLC 990.02%0.02%0.03%Q3 2020Q3 20229
Cedar Wealth Management, LLC 990.01%0.02%0.05%Q4 2019Q4 20219
Western Wealth Management, LLC 810.02%0.05%0.11%Q4 2018Q3 20239
HUNTINGTON NATIONAL BANK 630.00%0.00%0.01%Q2 2021Q3 20239
Corbenic Partners LLC 990.24%0.45%0.56%Q2 2020Q2 20229
Huber Financial Advisors, LLC 990.19%0.24%0.34%Q1 2018Q1 20209
CAPITAL ONE FINANCIAL CORP 990.35%1.68%4.56%Q1 2020Q1 20229
One Capital Management, LLC 540.04%0.07%0.15%Q2 2021Q3 20239
Goodwin Investment Advisory 990.14%1.04%2.62%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.02%0.14%0.34%Q3 2021Q3 20239
Strategic Wealth Partners Group, LLC 620.06%0.08%0.11%Q4 2019Q4 20218
Waypoint Capital Advisors, LLC 880.08%0.15%0.30%Q4 2021Q3 20238
Clean Yield Group 880.07%0.15%0.20%Q4 2020Q3 20228
PARSONS CAPITAL MANAGEMENT INC/RI 880.02%0.03%0.04%Q4 2020Q3 20228
Beaird Harris Wealth Management, LLC 880.01%1.49%6.05%Q4 2021Q3 20238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 410.00%0.00%0.00%Q1 2021Q3 20238
JBJ Investment Partners, LLC 880.60%1.30%1.86%Q1 2020Q4 20218
LOWE BROCKENBROUGH & CO INC 710.03%0.15%0.28%Q3 2021Q3 20238
Avior Wealth Management, LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Divergent Planning, LLC 880.32%2.87%3.56%Q4 2021Q3 20238
Freestone Capital Holdings, LLC 620.00%0.06%0.10%Q3 2020Q3 20238
IEQ CAPITAL, LLC 710.01%0.01%0.02%Q3 2021Q3 20238
Global Trust Asset Management, LLC 880.01%0.02%0.10%Q4 2021Q3 20238
Insight Wealth Strategies, LLC 880.26%0.36%0.49%Q4 2021Q3 20238
STUDIO INVESTMENT MANAGEMENT LLC 880.52%1.02%1.89%Q4 2021Q3 20238
WealthStone, Inc. 880.85%2.60%5.43%Q2 2019Q1 20218
Charles Schwab Trust Co 620.15%0.18%0.23%Q3 2019Q3 20218
Clear Perspectives Financial Planning, LLC 710.00%0.02%0.05%Q4 2020Q4 20228
HOHIMER WEALTH MANAGEMENT, LLC 880.06%0.13%0.22%Q4 2020Q3 20228
Washington Trust Advisors, Inc. 880.46%0.88%1.31%Q4 2021Q3 20238
Johnson Midwest Financial, LLC 880.06%0.10%0.23%Q4 2020Q3 20228
Essex Financial Services, Inc. 610.02%0.04%0.06%Q2 2017Q1 20228
OLIO Financial Planning 880.61%1.47%1.90%Q4 2021Q3 20238
MANAGED ACCOUNT SERVICES INC 880.13%0.25%0.39%Q4 2019Q3 20218
First Affirmative Financial Network 880.24%0.31%0.39%Q1 2022Q4 20238
Archvest Wealth Advisors, Inc. 880.18%0.69%3.67%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.02%2.49%11.77%Q4 2021Q3 20238
Bowman & Co S.C. 881.61%2.93%3.74%Q4 2021Q3 20238
Paradigm Financial Advisors, LLC 880.07%0.16%0.26%Q1 2020Q4 20218
Operose Advisors LLC 880.00%0.02%0.08%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.20%0.97%3.04%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.05%0.16%Q4 2021Q3 20238
LGL PARTNERS, LLC 880.23%1.33%4.38%Q4 2021Q3 20238
ASB Consultores, LLC 880.09%0.21%0.34%Q4 2021Q3 20238
Procyon Advisors, LLC 620.01%0.16%0.48%Q1 2020Q3 20238
Diligent Investors, LLC 880.06%0.08%0.10%Q2 2020Q1 20228
CARDIFF PARK ADVISORS, LLC 880.05%1.23%1.86%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.22%0.30%0.41%Q4 2021Q3 20238
Apeiron RIA LLC 880.13%0.32%0.86%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.08%0.14%0.19%Q4 2021Q3 20238
Howard Capital Management Inc. 710.07%0.34%0.53%Q4 2019Q1 20238
Revolve Wealth Partners, LLC 880.08%0.54%1.20%Q4 2021Q3 20238
Erickson Financial Group, LLC 880.42%0.49%0.56%Q4 2021Q3 20238
Aletheian Wealth Advisors LLC 880.48%1.34%2.15%Q1 2022Q4 20238
ACIMA PRIVATE WEALTH, LLC 880.04%0.05%0.08%Q2 2020Q1 20228
UMB Bank, n.a. 880.00%0.14%0.49%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.01%0.01%Q4 2019Q3 20238
Morton Brown Family Wealth, LLC 880.00%0.03%0.10%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.45%0.56%0.65%Q4 2021Q3 20238
Orcam Financial Group 881.10%1.82%2.34%Q4 2021Q3 20238
Addison Advisors LLC 880.05%0.32%0.74%Q4 2021Q3 20238
VisionPoint Advisory Group, LLC 710.02%0.09%0.13%Q4 2018Q2 20238
OLD MISSION CAPITAL LLC 310.02%0.47%1.78%Q3 2017Q2 20238
Biltmore Capital Advisors LLC 880.58%2.50%3.66%Q1 2020Q4 20218
IAG Wealth Partners, LLC 710.01%0.01%0.07%Q1 2020Q2 20238
GRAND WEALTH MANAGEMENT, LLC 880.85%1.57%2.62%Q4 2021Q3 20238
Alhambra Investment Management LLC 880.30%1.10%2.40%Q3 2021Q2 20238
Stone Point Wealth LLC 880.21%0.55%0.71%Q4 2021Q3 20238
DRAVO BAY LLC 881.00%2.38%3.27%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Brooklyn FI, LLC 884.61%8.46%12.55%Q4 2021Q3 20238
Keystone Financial Group 510.04%0.04%0.05%Q3 2020Q3 20238
Capasso Planning Partners LLC 880.36%0.75%1.24%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.09%0.12%0.18%Q4 2021Q3 20238
Alliance Wealth Management Group 880.12%0.24%0.70%Q4 2016Q3 20188
GPWM LLC 882.34%13.18%17.01%Q4 2021Q3 20238
LWS Wealth Advisors, Inc. 610.13%7.56%10.44%Q4 2019Q3 20238
Von Berge Wealth Management Group, LLC 880.18%1.02%1.78%Q4 2021Q3 20238
Summit Asset Management, LLC 880.07%0.08%0.15%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.23%0.51%0.99%Q4 2021Q3 20238
Zhang Financial LLC 880.04%0.40%0.66%Q1 2021Q4 20228
Paladin Advisory Group, LLC 880.03%0.07%0.28%Q4 2021Q3 20238
ELEMENT POINTE ADVISORS, LLC 880.09%0.81%1.28%Q4 2021Q3 20238
LifePro Asset Management 880.15%0.29%0.40%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.05%0.07%0.09%Q4 2020Q3 20228
MAYPORT, LLC 880.42%1.02%1.36%Q4 2021Q3 20238
MOTIVE WEALTH ADVISORS 880.95%2.49%5.39%Q4 2021Q3 20238
AllGen Financial Advisors, Inc. 881.86%5.06%6.63%Q4 2020Q3 20228
Ascent Group, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 886.42%6.77%7.24%Q4 2021Q3 20238
Wedmont Private Capital 881.67%2.44%3.58%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.05%0.08%0.14%Q4 2020Q3 20228
Vise Technologies, Inc. 770.53%0.87%1.13%Q1 2022Q3 20237
Independent Advisor Alliance 610.03%2.65%11.49%Q4 2019Q3 20237
Live Your Vision, LLC 520.00%1.14%3.92%Q3 2016Q1 20197
GoalVest Advisory LLC 310.01%0.08%0.14%Q4 2020Q1 20237
V Wealth Advisors LLC 520.04%0.07%0.15%Q1 2020Q4 20217
Quantitative Advantage, LLC 770.06%0.28%0.40%Q3 2021Q1 20237
MATTERN CAPITAL MANAGEMENT, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Independent Wealth Network Inc. 430.14%0.17%0.20%Q3 2021Q3 20237
Foundations Investment Advisors, LLC 610.01%0.03%0.04%Q1 2021Q2 20237
Evergreen Advisors, LLC 430.09%0.14%0.19%Q4 2020Q3 20227
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 610.01%0.02%0.02%Q2 2020Q3 20237
Exchange Capital Management, Inc. 430.05%0.13%0.24%Q4 2021Q3 20237
FOUNDERS FINANCIAL SECURITIES LLC 770.08%0.91%1.30%Q1 2022Q3 20237
Keudell/Morrison Wealth Management 771.02%1.77%2.25%Q1 2022Q3 20237
Stokes & Hubbell Capital Management, LLC 410.06%0.11%0.20%Q1 2016Q1 20197
Opal Wealth Advisors, LLC 610.24%0.73%1.60%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.17%0.19%0.22%Q1 2022Q3 20237
Leisure Capital Management 520.15%0.34%0.45%Q2 2018Q4 20217
Charter Oak Capital Management, LLC 770.00%0.01%0.04%Q4 2020Q2 20227
Brown Financial Advisory 770.57%3.50%8.27%Q4 2021Q2 20237
Facet Wealth, Inc. 610.03%1.09%6.10%Q2 2021Q3 20237
Edge Advisors, LLC 770.08%0.23%0.37%Q4 2016Q2 20187
Rockwood Wealth Management, LLC 770.18%3.21%4.58%Q1 2022Q3 20237
Trinity Legacy Partners, LLC 430.10%0.16%0.20%Q2 2019Q2 20227
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 770.99%2.08%2.85%Q1 2022Q3 20237
Ballentine Partners, LLC 770.02%0.02%0.04%Q3 2020Q1 20227
PARAMETRIC PORTFOLIO ASSOCIATES LLC 770.00%0.01%0.02%Q3 2020Q1 20227
ANDERSON HOAGLAND & CO 410.04%0.31%0.44%Q4 2020Q3 20237
Bedel Financial Consulting, Inc. 520.00%5.33%8.37%Q3 2021Q2 20237
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2021Q3 20237
HOWARD WEALTH MANAGEMENT, LLC 610.17%0.37%0.42%Q4 2020Q3 20227
Core Wealth Advisors, Inc. 770.03%0.49%0.69%Q1 2022Q3 20237
Lenox Wealth Advisors, LLC 610.00%0.01%0.01%Q4 2019Q1 20227
Vanguard Personalized Indexing Management, LLC 770.02%0.16%0.28%Q4 2020Q2 20227
TFO Wealth Partners, LLC 610.00%0.13%0.59%Q4 2019Q3 20237
Financial Connections Group, Inc. 770.07%1.69%2.39%Q4 2021Q2 20237
SJS Investment Consulting Inc. 520.01%0.08%0.24%Q4 2021Q3 20237
Level Financial Advisors 770.16%0.26%0.39%Q1 2022Q3 20237
Commonwealth Equity Services, Inc 770.01%0.02%0.06%Q1 2016Q3 20177
Johnson Financial Group, Inc. 610.01%0.01%0.01%Q1 2021Q3 20237
Pure Financial Advisors, LLC 770.05%0.09%0.11%Q2 2022Q4 20237
AVAII WEALTH MANAGEMENT, LLC 770.24%0.43%0.70%Q1 2022Q3 20237
Annex Advisory Services, LLC 770.05%0.08%0.12%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.07%0.10%0.14%Q2 2020Q4 20217
First International Bank & Trust 770.12%0.13%0.15%Q4 2021Q2 20237
Johnson Bixby & Associates, LLC 770.07%0.20%0.28%Q1 2022Q3 20237
Curi Wealth Management, LLC 770.00%0.03%0.06%Q1 2022Q3 20237
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q2 2018Q3 20237
Sullivan, Bruyette, Speros & Blaney, LLC 770.02%0.05%0.06%Q3 2019Q1 20217
Winthrop Advisory Group LLC 520.16%8.07%11.78%Q4 2021Q3 20237
My Legacy Advisors, LLC 770.11%0.58%1.32%Q1 2022Q3 20237
PBMares Wealth Management LLC 772.80%3.54%4.88%Q1 2021Q3 20227
Lumature Wealth Partners, LLC 770.18%0.56%1.39%Q1 2021Q3 20227
Raleigh Capital Management Inc. 770.00%0.02%0.08%Q1 2022Q3 20237
Summit Wealth Group, LLC 520.98%1.85%2.60%Q4 2019Q2 20237
Merit Financial Group, LLC 770.03%0.42%0.82%Q1 2022Q3 20237
SOUTH TEXAS MONEY MANAGEMENT LTD 770.02%0.09%0.11%Q1 2018Q3 20197
Horizons Wealth Management 770.24%0.26%0.30%Q2 2022Q4 20237
Johanson Financial Advisors, Inc. 770.13%0.38%0.58%Q2 2020Q4 20217
AJ WEALTH STRATEGIES, LLC 430.03%0.08%0.20%Q1 2019Q3 20227
Stonebridge Financial Planning Group, LLC 770.01%0.03%0.06%Q2 2020Q4 20217
SAXON INTERESTS, INC. 770.24%0.39%0.56%Q4 2021Q2 20237
Legacy Wealth Partners, Inc. 771.10%1.32%1.61%Q4 2019Q2 20217
Schiavi & Co LLC 770.30%2.51%3.39%Q1 2022Q3 20237
HB Wealth Management, LLC 770.01%0.01%0.03%Q1 2022Q3 20237
Full Sail Capital, LLC 770.75%2.01%3.08%Q1 2022Q3 20237
TEXAS CAPITAL BANCSHARES INC/TX 771.22%3.72%7.39%Q1 2022Q3 20237
ERTS Wealth Advisors, LLC 770.09%0.22%0.47%Q1 2022Q3 20237
Summit Financial, LLC 770.03%0.13%0.36%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.05%0.11%Q1 2022Q3 20237
Verdence Capital Advisors LLC 770.04%0.15%0.21%Q1 2022Q3 20237
Horizon Investments, LLC 770.02%0.17%0.28%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.18%0.24%0.31%Q1 2022Q3 20237
SMITH, MOORE & CO. 770.04%0.04%0.05%Q1 2022Q3 20237
Walker Asset Management, LLC 310.15%0.17%0.19%Q4 2021Q4 20236
Brightworth 660.20%2.13%7.03%Q2 2021Q3 20226
O'ROURKE & COMPANY, Inc 660.36%1.48%1.88%Q2 2022Q3 20236
Colony Family Offices, LLC 662.35%2.81%2.95%Q2 2022Q3 20236
Rede Wealth, LLC 661.91%2.46%2.80%Q2 2022Q3 20236
NWAM LLC 660.08%0.20%0.37%Q2 2022Q3 20236
ZEKE CAPITAL ADVISORS, LLC 510.17%0.45%0.68%Q4 2016Q4 20226
Platte River Wealth Advisors, LLC 660.94%1.31%1.80%Q2 2022Q3 20236
LifePlan Financial Group, Inc 660.02%0.02%0.03%Q2 2019Q3 20206
Sargent Investment Group, LLC 660.09%0.20%0.46%Q2 2022Q3 20236
BADGLEY PHELPS & BELL INC 660.01%0.02%0.03%Q1 2020Q2 20216
ENCOMPASS WEALTH ADVISORS, LLC 660.14%0.24%0.31%Q2 2022Q3 20236
Fiera Capital Corp 660.00%0.00%0.00%Q2 2022Q3 20236
WADE G W & INC 660.01%0.02%0.02%Q1 2021Q2 20226
Archer Investment Corp 660.00%0.00%0.00%Q2 2022Q3 20236
BANK OF HAWAII 511.01%1.10%1.27%Q1 2022Q3 20236
Financial Engines Advisors L.L.C. 660.09%0.11%0.12%Q2 2022Q3 20236
Wealth CMT 660.17%2.21%5.34%Q4 2021Q1 20236
Jacobi Capital Management LLC 660.01%0.02%0.02%Q2 2020Q3 20216
Mascoma Wealth Management LLC 660.05%0.11%0.14%Q2 2022Q3 20236
Centerpoint Advisors, LLC 660.00%0.01%0.01%Q2 2021Q3 20226
HENGEHOLD CAPITAL MANAGEMENT LLC 662.31%3.70%6.92%Q2 2022Q3 20236
Laidlaw Wealth Management LLC 410.04%0.12%0.24%Q4 2019Q3 20226
VALLEY WEALTH MANAGERS, INC. 660.00%0.01%0.04%Q2 2022Q3 20236
Foster Group, Inc. 660.38%1.62%7.57%Q2 2022Q3 20236
Mosaic Advisors LLC 6617.27%25.59%38.65%Q2 2022Q3 20236
Horiko Capital Management LLC 661.60%1.87%2.21%Q4 2018Q1 20206
WHITTIER TRUST CO 660.01%0.02%0.03%Q2 2022Q3 20236
Waldron Private Wealth LLC 662.14%3.03%3.56%Q2 2022Q3 20236
Doyle Wealth Management 510.02%0.03%0.03%Q1 2021Q3 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.06%0.14%Q2 2021Q4 20226
Rain Capital Management, LLC 660.00%0.12%0.37%Q2 2022Q3 20236
Highland Financial Advisors, LLC 660.65%0.78%0.90%Q2 2022Q3 20236
Heritage Investment Group, Inc. 663.46%5.23%6.44%Q2 2022Q3 20236
Goodman Advisory Group, LLC 420.20%0.97%2.09%Q4 2021Q3 20236
SOUNDMARK WEALTH MANAGEMENT, LLC 660.62%2.32%2.88%Q2 2022Q3 20236
MISSION WEALTH MANAGEMENT, LP 660.01%0.02%0.02%Q1 2022Q2 20236
ROCKY MOUNTAIN ADVISERS, LLC 660.12%0.14%0.16%Q2 2021Q3 20226
Lutz Financial Services LLC 660.73%4.08%6.62%Q2 2022Q3 20236
Greenspring Advisors, LLC 660.07%0.30%0.44%Q2 2022Q3 20236
TBH Global Asset Management, LLC 510.11%0.19%0.33%Q4 2019Q3 20236
AT Bancorp 660.10%0.20%0.27%Q4 2017Q1 20196
Bridgeworth, LLC 510.02%0.72%1.41%Q2 2018Q3 20236
LEO BROKERAGE, LLC 310.13%0.22%0.42%Q1 2021Q2 20236
Accel Wealth Management 660.02%0.02%0.02%Q4 2020Q1 20226
CAPE COD FIVE CENTS SAVINGS BANK 660.15%0.28%0.46%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.02%0.05%0.13%Q2 2022Q3 20236
TRANSCEND CAPITAL ADVISORS, LLC 410.02%0.05%0.07%Q3 2020Q3 20236
Maryland Capital Management 660.02%0.02%0.02%Q1 2021Q2 20226
Manning & Napier Group, LLC 660.21%0.28%0.32%Q2 2022Q3 20236
Kelman-Lazarov, Inc. 661.30%1.90%3.68%Q2 2022Q3 20236
TIAA, FSB 510.00%0.66%1.10%Q1 2021Q2 20236
HT Partners LLC 6611.38%13.15%15.86%Q2 2022Q3 20236
Westover Capital Advisors, LLC 660.84%0.91%0.97%Q2 2022Q3 20236
FIRST CITIZENS BANK & TRUST CO 660.01%0.03%0.07%Q2 2022Q3 20236
Bond & Devick Financial Network, Inc. 660.25%0.42%0.52%Q2 2022Q3 20236
BSW Wealth Partners 665.56%8.18%11.49%Q2 2022Q3 20236
Prosperity Planning, Inc. 660.44%0.54%0.65%Q2 2022Q3 20236
EAGLE ROCK INVESTMENT COMPANY, LLC 661.34%1.61%1.84%Q2 2022Q3 20236
Passive Capital Management, LLC. 6611.07%15.79%18.72%Q4 2021Q1 20236
1607 Capital Partners, LLC 210.05%0.19%0.24%Q1 2020Q4 20226
LBMC INVESTMENT ADVISORS, LLC 660.10%0.54%1.22%Q3 2020Q4 20216
Orgel Wealth Management, LLC 6611.99%13.80%15.58%Q2 2022Q3 20236
KilterHowling LLC 330.32%2.78%12.08%Q4 2021Q3 20236
CATALYST PRIVATE WEALTH, LLC 510.02%0.84%3.56%Q3 2020Q4 20236
Baker Avenue Asset Management, LP 660.06%0.11%0.19%Q2 2022Q3 20236
Brio Consultants, LLC 660.33%0.46%0.85%Q2 2022Q3 20236
Horan Securities, Inc. 660.14%0.40%0.90%Q2 2022Q3 20236
NorthRock Partners, LLC 660.02%0.03%0.03%Q3 2019Q4 20206
TWO SIGMA SECURITIES, LLC 310.01%0.01%0.02%Q2 2020Q3 20236
Souders Financial Advisors 660.14%0.18%0.21%Q2 2022Q3 20236
COZAD ASSET MANAGEMENT INC 660.05%0.06%0.07%Q2 2020Q3 20216
Willis Johnson & Associates, Inc. 660.07%0.13%0.17%Q2 2022Q3 20236
Bangor Savings Bank 660.02%0.04%0.07%Q4 2021Q1 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q1 2021Q2 20226
Madison Wealth Partners, Inc 660.16%0.31%0.41%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.03%0.04%0.05%Q1 2022Q2 20236
FLOW TRADERS U.S. LLC 310.02%0.69%1.60%Q2 2020Q2 20236
Source Financial Advisors LLC 662.58%3.28%4.04%Q2 2022Q3 20236
NorthCrest Asset Manangement, LLC 310.08%0.11%0.14%Q4 2021Q3 20236
NEIRG Wealth Management, LLC 660.84%1.19%1.74%Q1 2022Q2 20236
Verus Financial Partners, Inc. 660.76%1.16%1.54%Q2 2022Q3 20236
Laird Norton Wetherby Trust Company, LLC 660.16%0.35%0.53%Q2 2022Q3 20236
Insight Wealth Partners, LLC 660.92%2.59%3.88%Q3 2020Q4 20216
DRIVE WEALTH MANAGEMENT, LLC 660.11%0.21%0.38%Q2 2022Q3 20236
First Pacific Financial 660.15%0.55%1.70%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
ROCKLAND TRUST CO 660.17%0.22%0.26%Q2 2022Q3 20236
DERBY & COMPANY, INC 660.29%0.37%0.48%Q2 2020Q3 20216
55I, LLC 510.02%0.03%0.04%Q3 2020Q1 20226
Key FInancial Inc 660.09%0.12%0.16%Q2 2022Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.03%0.11%0.20%Q2 2021Q3 20226
Karpus Management, Inc. 660.13%0.59%1.40%Q2 2021Q3 20226
Physician Wealth Advisors, Inc. 660.12%0.13%0.14%Q2 2022Q3 20236
TAGStone Capital, Inc. 661.10%2.80%3.48%Q2 2022Q3 20236
CULBERTSON A N & CO INC 330.06%0.11%0.14%Q1 2022Q3 20236
Callan Capital, LLC 660.06%2.47%3.99%Q2 2022Q3 20236
Benchmark Wealth Management, LLC 660.57%2.04%2.87%Q2 2022Q3 20236
Ascent Wealth Partners, LLC 660.05%0.09%0.11%Q2 2022Q3 20236
Cribstone Capital Management, LLC 410.04%0.05%0.06%Q1 2017Q3 20195
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 320.00%0.00%0.00%Q1 2020Q3 20215
Astoria Portfolio Advisors LLC. 550.24%0.44%1.07%Q3 2022Q3 20235
LANDAAS & CO /WI /ADV 550.15%0.33%0.43%Q3 2022Q3 20235
Lee Financial Co 550.00%0.00%0.00%Q1 2019Q1 20205
GIRARD PARTNERS LTD. 550.10%0.46%1.55%Q3 2022Q3 20235
Landsberg, Bennett, & Dubbaneh LLC 551.91%2.02%2.16%Q3 2020Q3 20215
SWMG, LLC 550.16%0.27%0.40%Q4 2020Q4 20215
HRT FINANCIAL LP 210.00%0.02%0.07%Q3 2019Q3 20235
Efficient Advisors, LLC 550.05%0.05%0.06%Q2 2019Q2 20205
Single Point Partners, LLC 412.01%2.38%3.25%Q2 2022Q3 20235
Allen Capital Group, LLC 550.15%0.93%3.67%Q3 2022Q3 20235
tru Independence LLC 550.00%0.10%0.20%Q4 2019Q4 20205
Perennial Advisors, LLC 550.29%0.35%0.39%Q3 2022Q3 20235
LOCKERMAN FINANCIAL GROUP, INC. 551.66%1.83%2.22%Q3 2022Q3 20235
Evolution Wealth Advisors, LLC 550.42%0.46%0.51%Q3 2022Q3 20235
MARINO, STRAM & ASSOCIATES LLC 550.02%0.09%0.15%Q1 2018Q1 20195
DIXON HUBARD FEINOUR & BROWN INC/VA 550.08%0.13%0.25%Q2 2021Q2 20225
SAX WEALTH ADVISORS, LLC 550.17%0.19%0.21%Q3 2022Q3 20235
THOMPSON SIEGEL & WALMSLEY LLC 550.35%0.45%0.61%Q3 2022Q3 20235
Gradient Investments LLC 310.00%0.00%0.01%Q4 2018Q3 20235
Robertson Stephens Wealth Management, LLC 410.02%0.04%0.06%Q2 2022Q3 20235
Intersect Capital LLC 550.06%0.10%0.15%Q4 2019Q4 20205
Graves Light Lenhart Wealth, Inc. 550.05%0.43%0.95%Q2 2022Q2 20235
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Blankinship & Foster, LLC 550.36%0.73%1.63%Q3 2022Q3 20235
Vickerman Investment Advisors, Inc. 550.23%0.24%0.25%Q3 2021Q3 20225
Windward Private Wealth Management Inc. 550.87%1.20%1.51%Q3 2022Q3 20235
Onyx Bridge Wealth Group LLC 550.10%0.11%0.12%Q4 2021Q4 20225
Advisory Alpha, LLC 550.04%0.05%0.08%Q3 2022Q3 20235
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Sound Financial Strategies Group, LLC 550.98%1.14%1.59%Q4 2019Q4 20205
Compass Financial Group, INC/SD 550.09%0.13%0.16%Q4 2022Q4 20235
Cable Hill Partners, LLC 550.00%0.03%0.04%Q3 2017Q3 20185
Boyd Wealth Management, LLC 410.74%1.10%1.49%Q2 2022Q3 20235
Red Tortoise LLC 410.02%0.06%0.21%Q3 2021Q3 20235
Glenview Trust Co 410.01%0.02%0.02%Q1 2022Q3 20235
ONE Advisory Partners, LLC 550.18%0.39%0.90%Q3 2022Q3 20235
Neumann Capital Management, LLC 550.94%1.10%1.24%Q3 2022Q3 20235
Capital Asset Advisory Services LLC 410.00%0.21%0.30%Q4 2020Q3 20235
Baron Wealth Management LLC 550.20%0.23%0.26%Q4 2022Q4 20235
Sage Mountain Advisors LLC 550.03%0.05%0.08%Q4 2020Q4 20215
KRAFT ASSET MANAGEMENT, LLC 550.71%0.74%0.77%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.16%0.36%0.46%Q3 2022Q3 20235
MACRO Consulting Group 551.36%1.42%1.54%Q2 2020Q2 20215
TriaGen Wealth Management LLC 550.30%0.43%0.51%Q3 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.01%Q4 2015Q4 20165
CoreCap Advisors, LLC 550.10%0.14%0.26%Q4 2021Q4 20225
Americana Partners, LLC 550.17%0.32%0.49%Q3 2022Q3 20235
COMERICA SECURITIES,INC. 550.02%0.04%0.12%Q3 2022Q3 20235
COOPER/HAIMS ADVISORS, LLC 550.18%1.17%2.83%Q2 2022Q2 20235
Blue Chip Partners, LLC 320.02%0.87%4.10%Q1 2022Q3 20235
Strategic Blueprint, LLC 410.01%0.16%0.34%Q2 2021Q3 20235
Tower Research Capital LLC (TRC) 320.00%0.00%0.00%Q1 2022Q3 20235
IronBridge Private Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Moors & Cabot, Inc. 550.02%0.03%0.03%Q3 2022Q3 20235
Laurel Wealth Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
SevenBridge Financial Group, LLC 310.00%0.02%0.08%Q4 2017Q3 20215
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.01%Q4 2020Q4 20225
NICOLET ADVISORY SERVICES, LLC 410.03%1.91%2.61%Q1 2022Q3 20235
QCI ASSET MANAGEMENT INC/NY 550.36%0.69%0.84%Q3 2020Q3 20215
GAMBLE JONES INVESTMENT COUNSEL 550.05%0.06%0.08%Q4 2015Q4 20165
James J. Burns & Company, LLC 550.12%0.16%0.20%Q3 2022Q3 20235
Integrated Advisors Network LLC 410.10%0.41%1.32%Q4 2019Q3 20235
Capital Directions Investment Advisors, LLC 410.01%0.20%0.34%Q3 2021Q4 20225
W.H. Cornerstone Investments Inc. 550.28%0.44%0.94%Q3 2022Q3 20235
My Personal CFO, LLC 410.34%1.03%2.34%Q4 2021Q2 20235
WCG Wealth Advisors LLC 320.02%0.05%0.08%Q2 2022Q3 20235
WEALTHFRONT Corp 550.93%3.66%5.64%Q3 2017Q3 20185
Round Table Services, LLC 550.07%0.10%0.16%Q3 2021Q3 20225
Journey Advisory Group, LLC 550.06%0.07%0.08%Q4 2020Q4 20215
Beacon Wealthcare LLC 551.17%1.62%2.45%Q4 2022Q4 20235
LEVEL FOUR ADVISORY SERVICES, LLC 550.02%0.02%0.03%Q2 2020Q2 20215
Carroll Financial Associates, Inc. 550.00%0.00%0.00%Q1 2019Q1 20205
AllSquare Wealth Management LLC 550.00%0.01%0.01%Q1 2022Q1 20235
Wiser Wealth Management, Inc 320.08%0.19%0.48%Q2 2022Q4 20235
RTD Financial Advisors, Inc. 413.12%3.29%3.49%Q2 2022Q3 20235
Blue Trust, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
RITHOLTZ WEALTH MANAGEMENT 550.02%0.02%0.02%Q4 2020Q4 20215
HERITAGE INVESTORS MANAGEMENT CORP 550.02%0.03%0.06%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 551.97%2.12%2.30%Q2 2021Q2 20225
ML & R WEALTH MANAGEMENT LLC 550.08%0.17%0.24%Q3 2022Q3 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.16%0.22%0.25%Q2 2018Q4 20195
Vigilant Capital Management, LLC 410.00%0.00%0.01%Q2 2019Q4 20215
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.02%Q4 2021Q3 20235
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.01%0.03%0.06%Q3 2022Q3 20235
Colonial Trust Co / SC 550.01%0.06%0.09%Q3 2022Q3 20235
Parkside Financial Bank & Trust 410.01%0.01%0.01%Q4 2021Q3 20235
NATIXIS ADVISORS, L.P. 550.00%0.01%0.02%Q3 2022Q3 20235
Berman Capital Advisors, LLC 550.03%0.09%0.14%Q3 2020Q3 20215
Truadvice, LLC 550.07%0.12%0.27%Q3 2020Q3 20215
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.06%0.13%Q1 2017Q3 20185
AFS Financial Group, LLC 441.20%1.24%1.29%Q4 2022Q3 20234
DAVIDSON INVESTMENT ADVISORS 310.08%0.34%0.49%Q4 2021Q3 20234
SAGE RHINO CAPITAL LLC 440.33%0.36%0.38%Q4 2022Q3 20234
M Holdings Securities, Inc. 210.02%0.04%0.08%Q1 2020Q1 20234
FSM Wealth Advisors, LLC 440.14%0.26%0.34%Q4 2022Q3 20234
WealthPLAN Partners, LLC 310.01%0.01%0.02%Q1 2021Q1 20234
FIRST HORIZON CORP 440.33%0.35%0.37%Q3 2020Q2 20214
Covestor Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Roof Eidam Maycock Peralta, LLC 440.30%0.35%0.39%Q4 2022Q3 20234
Econ Financial Services Corp 440.90%1.38%1.64%Q4 2021Q3 20224
HHM Wealth Advisors, LLC 440.13%0.16%0.18%Q4 2022Q3 20234
Sigma Investment Management Co 440.26%0.27%0.28%Q1 2018Q4 20184
Virtu KCG Holdings LLC 440.01%0.01%0.02%Q1 2016Q4 20164
Flower City Capital 445.57%7.24%8.80%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MACROVIEW INVESTMENT MANAGEMENT LLC 440.12%0.18%0.26%Q4 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
OAK HILL WEALTH ADVISORS, LLC 440.54%0.59%0.63%Q4 2022Q3 20234
WNY Asset Management, LLC 440.06%0.07%0.08%Q2 2021Q1 20224
BOSTON FAMILY OFFICE LLC 440.08%0.12%0.21%Q4 2021Q3 20224
Prairiewood Capital, LLC 440.33%0.38%0.43%Q4 2022Q3 20234
Arden Trust Co 440.22%0.75%1.05%Q1 2023Q4 20234
Certified Advisory Corp 440.12%0.13%0.15%Q2 2019Q1 20204
BALDWIN BROTHERS LLC/MA 440.02%0.02%0.02%Q1 2023Q4 20234
Forum Private Client Group LLC 440.18%0.20%0.21%Q3 2022Q2 20234
PHILADELPHIA TRUST CO 440.08%0.18%0.28%Q3 2021Q2 20224
Kathmere Capital Management, LLC 220.04%0.86%2.07%Q4 2019Q4 20204
Financial Freedom, LLC 440.46%2.36%3.14%Q4 2022Q3 20234
Towerpoint Wealth, LLC 440.45%0.45%0.46%Q4 2022Q3 20234
Asset Dedication, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
NISA INVESTMENT ADVISORS, LLC 440.17%0.21%0.24%Q4 2022Q3 20234
WINTRUST INVESTMENTS LLC 310.03%0.04%0.04%Q1 2020Q3 20234
HBC Financial Services, PLLC 220.00%0.38%1.50%Q2 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q2 20214
SAWGRASS ASSET MANAGEMENT LLC 440.03%0.03%0.04%Q4 2022Q3 20234
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 440.07%0.45%0.72%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 440.06%0.08%0.08%Q3 2021Q2 20224
RGT Wealth Advisors, LLC 440.05%0.26%0.39%Q4 2021Q3 20224
SlateStone Wealth, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 440.19%0.21%0.22%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.07%0.14%0.26%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.57%0.91%1.12%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.07%0.37%0.86%Q4 2022Q3 20234
C-J Advisory, Inc. 440.02%0.02%0.02%Q4 2018Q3 20194
Breakwater Capital Group 440.72%0.89%0.95%Q4 2022Q3 20234
Alpha Financial Partners, LLC 443.16%3.49%3.91%Q4 2022Q3 20234
TCG Advisory Services, LLC 310.29%0.42%0.56%Q3 2022Q3 20234
Mason & Associates Inc 440.49%0.53%0.56%Q4 2022Q3 20234
Wealth Alliance Advisory Group, LLC 440.12%0.14%0.17%Q4 2022Q3 20234
RCS Financial Planning, LLC 440.21%0.42%1.01%Q4 2022Q3 20234
BBR PARTNERS, LLC 310.03%0.11%0.23%Q1 2020Q1 20224
FINANCIAL LIFE ADVISORS 440.92%1.50%2.07%Q4 2022Q3 20234
TOTAL INVESTMENT MANAGEMENT INC 440.03%0.05%0.06%Q4 2022Q3 20234
Stearns Financial Services Group 440.05%0.05%0.05%Q4 2019Q3 20204
Squar Milner Financial Services LLC 220.01%0.01%0.01%Q1 2019Q1 20204
MTM Investment Management, LLC 310.01%0.01%0.01%Q3 2021Q4 20224
SageView Advisory Group, LLC 440.44%0.50%0.63%Q4 2022Q3 20234
Archford Capital Strategies, LLC 440.18%0.20%0.22%Q4 2022Q3 20234
FIRST NATIONAL CORP /MA/ /ADV 440.37%0.38%0.41%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.79%0.97%1.12%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.27%0.28%0.29%Q4 2022Q3 20234
Newman Dignan & Sheerar, Inc. 440.36%0.78%1.21%Q4 2022Q3 20234
Vishria Bird Financial Group, LLC 443.68%4.27%4.84%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.09%0.10%0.11%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.52%1.01%1.37%Q4 2022Q3 20234
Great Waters Wealth Management 440.90%1.00%1.09%Q4 2022Q3 20234
First Command Bank 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.07%0.23%0.29%Q4 2022Q3 20234
Roble, Belko & Company, Inc 440.01%0.03%0.05%Q2 2021Q1 20224
EXENCIAL WEALTH ADVISORS, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.31%0.37%0.49%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 310.05%0.32%0.44%Q2 2022Q2 20234
Meeder Advisory Services, Inc. 445.74%5.87%5.98%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.56%0.63%0.73%Q4 2020Q3 20214
Cadence Bank 440.07%0.07%0.08%Q4 2022Q3 20234
Waverly Advisors, LLC 440.01%0.01%0.02%Q3 2022Q2 20234
Columbia Trust Co 01012016 440.56%0.64%0.71%Q4 2022Q3 20234
OXFORD FINANCIAL GROUP, LTD. LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Mayfair Advisory Group, LLC 310.29%0.38%0.46%Q3 2021Q3 20234
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.23%0.26%0.27%Q1 2022Q4 20224
Zions Bancorporation, N.A. 440.01%0.01%0.01%Q3 2020Q2 20214
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 440.42%0.45%0.48%Q4 2022Q3 20234
Round Rock Advisors, LLC 310.10%0.12%0.14%Q3 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.08%0.09%0.10%Q4 2022Q3 20234
JOURNEY STRATEGIC WEALTH LLC 440.01%0.12%0.21%Q4 2022Q3 20234
Stairway Partners, LLC 441.54%1.68%1.86%Q1 2023Q4 20234
SP Asset Management LLC 440.63%0.70%0.79%Q4 2022Q3 20234
Armbruster Capital Management, Inc. 440.24%0.66%1.33%Q4 2021Q3 20224
GREENUP STREET WEALTH MANAGEMENT LLC 310.10%0.35%0.84%Q4 2021Q3 20234
BARCLAYS PLC 220.00%0.01%0.03%Q2 2021Q2 20234
CATALYST FINANCIAL PARTNERS LLC 440.18%0.23%0.30%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.13%0.85%1.14%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC 440.64%0.69%0.76%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.20%0.57%0.75%Q4 2022Q3 20234
Treynor Bancshares, Inc. 440.14%0.15%0.15%Q4 2021Q3 20224
UNIQUE WEALTH, LLC 440.45%0.75%0.99%Q4 2022Q3 20234
Bleakley Financial Group, LLC 442.30%2.50%2.61%Q4 2022Q3 20234
Frisch Financial Group, Inc. 440.12%0.90%3.22%Q4 2022Q3 20234
Sowell Financial Services LLC 210.00%0.08%0.15%Q4 2019Q3 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.07%0.19%0.49%Q4 2021Q3 20224
REGATTA CAPITAL GROUP, LLC 310.07%0.10%0.16%Q4 2021Q1 20234
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.15%0.17%0.21%Q3 2020Q2 20214
Klingman & Associates, LLC 440.06%0.07%0.07%Q1 2019Q4 20194
JUNCTURE WEALTH STRATEGIES, LLC 440.12%0.13%0.14%Q4 2017Q3 20184
Evolution Advisers, Inc. 440.14%0.35%0.42%Q4 2022Q3 20234
Northland Capital Management LLC 440.16%0.18%0.19%Q4 2022Q3 20234
WESTWOOD HOLDINGS GROUP INC 440.01%0.01%0.01%Q3 2020Q2 20214
West Financial Advisors, LLC 449.64%9.94%10.50%Q4 2022Q3 20234
Chesley Taft & Associates LLC 440.02%0.02%0.03%Q4 2022Q3 20234
20/20 Capital Management, Inc. 440.08%0.12%0.14%Q1 2020Q4 20204
ADE, LLC 441.68%1.74%1.81%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.27%0.36%0.57%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.02%0.03%0.04%Q4 2018Q3 20194
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.12%0.16%0.20%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.42%0.52%0.68%Q4 2022Q3 20234
MBL Wealth, LLC 220.05%0.13%0.23%Q4 2020Q2 20224
RFP Financial Group LLC 440.10%0.15%0.28%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.16%0.28%0.33%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.21%0.86%1.21%Q4 2022Q3 20234
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q3 20234
Aspen Grove Capital, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
BINGHAM OSBORN & SCARBOROUGH LLC 440.03%0.05%0.06%Q4 2020Q3 20214
Meredith Wealth Planning 440.27%0.47%0.56%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.18%0.21%0.28%Q4 2022Q3 20234
Wealth Quarterback LLC 220.02%0.03%0.06%Q4 2019Q3 20214
Life Planning Partners, Inc 445.10%5.15%5.19%Q4 2021Q3 20224
FIDUCIENT ADVISORS LLC 440.06%0.26%0.37%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.38%0.49%0.57%Q4 2022Q3 20234
Verum Partners LLC 440.13%0.27%0.41%Q4 2022Q3 20234
Qube Research & Technologies Ltd 210.00%0.05%0.11%Q2 2021Q3 20234
Apexium Financial, LP 440.06%0.07%0.07%Q4 2022Q3 20234
Westside Investment Management, Inc. 440.00%0.06%0.08%Q4 2022Q3 20234
Corient Private Wealth LLC 440.50%0.63%0.86%Q4 2022Q3 20234
Truepoint, Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.00%0.01%0.02%Q3 2021Q2 20224
FREEDOM WEALTH ALLIANCE, LLC 440.49%0.82%1.02%Q4 2022Q3 20234
Grove Bank & Trust 441.75%1.85%1.96%Q4 2022Q3 20234
Private Portfolio Partners LLC 442.84%3.02%3.22%Q4 2022Q3 20234
WEBSTER BANK, N. A. 440.02%0.08%0.26%Q4 2022Q3 20234
Baystate Wealth Management LLC 210.00%0.06%0.10%Q4 2021Q3 20234
FRONTIER INVESTMENT MGMT CO 440.02%0.02%0.03%Q3 2019Q2 20204
Kore Private Wealth LLC 310.00%0.00%0.00%Q4 2018Q2 20204
COOPERMAN LEON G 440.03%0.04%0.04%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.30%0.32%0.33%Q4 2022Q3 20234
HANCOCK WHITNEY CORP 440.10%0.10%0.11%Q4 2022Q3 20234
Boxwood Ventures, Inc. 441.81%1.97%2.13%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 440.31%0.44%0.52%Q4 2022Q3 20234
Northwest Capital Management Inc 440.33%0.41%0.47%Q4 2022Q3 20234
ShoreHaven Wealth Partners, LLC 440.77%1.32%1.77%Q4 2022Q3 20234
Western Pacific Wealth Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
HOLDERNESS INVESTMENTS CO 440.35%0.39%0.44%Q1 2021Q4 20214
PITTENGER & ANDERSON INC 440.01%0.01%0.01%Q3 2021Q2 20224
AlphaQ Advisors LLC 440.23%0.58%1.17%Q4 2022Q3 20234
ECLECTIC ASSOCIATES INC /ADV 440.61%0.92%1.74%Q4 2022Q3 20234
EXCHANGE TRADED CONCEPTS, LLC 210.06%0.16%0.36%Q3 2021Q4 20234
Schneider Downs Wealth Management Advisors, LP 440.22%0.46%0.59%Q4 2022Q3 20234
Valtinson Bruner Financial Planning LLC 440.16%0.17%0.19%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.91%1.27%1.59%Q4 2022Q3 20234
BCS Wealth Management 210.12%0.24%0.45%Q4 2021Q3 20234
Centurion Wealth Management LLC 440.80%0.98%1.11%Q4 2022Q3 20234
ATLAS CAPITAL ADVISORS LLC 110.00%0.02%0.05%Q1 2018Q3 20234
Haverford Trust Co 440.00%0.00%0.01%Q2 2022Q1 20234
Corrigan Financial, Inc. 442.10%2.58%2.84%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.74%2.12%6.13%Q4 2022Q3 20234
Claro Advisors LLC 440.43%0.50%0.58%Q2 2020Q1 20214
Progressive Investment Management Corp 310.06%0.08%0.10%Q3 2021Q1 20234
Northeast Financial Group, Inc. 440.15%0.63%0.98%Q4 2022Q3 20234
AMERICAN CENTURY COMPANIES INC 310.00%0.02%0.02%Q3 2021Q1 20234
Ten Capital Wealth Advisors, LLC 440.14%0.17%0.20%Q3 2020Q2 20214
Allegiance Financial Group Advisory Services LLC 440.42%0.53%0.69%Q4 2022Q3 20234
COMMERCE BANK 330.00%0.00%0.00%Q4 2020Q2 20213
ABLE Financial Group, LLC 332.52%3.16%3.86%Q1 2023Q3 20233
Windham Capital Management, LLC 330.78%0.79%0.81%Q1 2023Q3 20233
Lloyd Park, LLC 210.88%1.37%1.73%Q4 2021Q3 20223
Portfolio Solutions, LLC 331.36%8.47%13.44%Q1 2022Q3 20223
Counterpoint Mutual Funds LLC 330.04%0.07%0.13%Q1 2022Q3 20223
BALASA DINVERNO & FOLTZ LLC 330.55%1.05%1.56%Q3 2020Q1 20213
PFG Investments, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.03%0.04%Q1 2023Q3 20233
EWA, LLC 330.85%1.11%1.30%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 330.87%1.26%1.67%Q4 2020Q2 20213
Syntegra Private Wealth Group, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
CX Institutional 330.03%0.45%1.27%Q2 2022Q4 20223
Lucia Wealth Services, LLC 330.58%0.63%0.70%Q3 2018Q1 20193
Fusion Family Wealth LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Topel & Distasi Wealth Management, LLC 330.10%0.12%0.14%Q4 2021Q2 20223
Laurel Wealth Planning LLC 210.00%0.01%0.02%Q1 2022Q4 20223
Maltin Wealth Management, Inc. 330.30%0.30%0.31%Q2 2022Q4 20223
Virtu Financial LLC 330.01%0.01%0.01%Q4 2017Q2 20183
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Advisor Resource Council 110.04%0.12%0.16%Q2 2021Q2 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Badgley Phelps Wealth Managers, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Guidant Wealth Advisors 330.14%0.14%0.14%Q1 2019Q3 20193
Endurance Wealth Management, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Gateway Wealth Partners, LLC 330.11%0.12%0.13%Q4 2022Q2 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
ASSETMARK, INC 210.00%0.00%0.00%Q4 2021Q4 20223
Icon Wealth Partners, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
RFG HOLDINGS, INC. 332.84%4.89%8.90%Q4 2020Q2 20213
First Western Trust Bank 210.00%0.01%0.02%Q1 2022Q3 20233
Crewe Advisors LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Checchi Capital Advisers, LLC 330.11%0.14%0.15%Q4 2022Q2 20233
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
CHANNEL WEALTH LLC 330.14%0.16%0.17%Q1 2023Q3 20233
Congress Wealth Management LLC / DE / 210.01%0.04%0.10%Q2 2022Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
DOWLING & YAHNKE LLC 333.86%5.10%6.60%Q1 2022Q3 20223
25 LLC 333.47%3.71%3.98%Q1 2023Q3 20233
Realta Investment Advisors 110.00%0.01%0.03%Q2 2019Q3 20223
Hexagon Capital Partners LLC 330.01%0.02%0.05%Q1 2023Q3 20233
Fortis Capital Management LLC 330.09%0.11%0.13%Q1 2023Q3 20233
PROVENCE WEALTH MANAGEMENT GROUP 330.24%0.28%0.37%Q1 2023Q3 20233
Aevitas Wealth Management, Inc. 330.77%1.43%2.62%Q2 2022Q4 20223
WFA of San Diego, LLC 210.01%0.17%0.42%Q4 2022Q3 20233
MRA Advisory Group 330.21%0.37%0.52%Q1 2023Q3 20233
BTC Capital Management, Inc. 110.03%0.23%0.50%Q4 2021Q4 20223
BlueCrest Capital Management Ltd 210.09%0.63%0.95%Q4 2021Q1 20233
Scott Capital Advisors, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
TPG Financial Advisors, LLC 210.14%0.27%0.50%Q2 2022Q3 20233
Hilltop Partners LLC 330.32%0.40%0.51%Q1 2023Q3 20233
VISTA INVESTMENT MANAGEMENT 330.15%0.17%0.22%Q2 2021Q4 20213
VISTA CAPITAL PARTNERS, INC. 330.10%0.11%0.11%Q4 2022Q2 20233
Compton Wealth Advisory Group, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
Cornerstone Advisory, LLC 330.04%0.04%0.05%Q1 2022Q3 20223
Capital Wealth Planning, LLC 210.03%0.04%0.06%Q2 2019Q1 20203
Smith & Howard Wealth Management, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.03%0.05%0.08%Q1 2022Q3 20223
Tilson Financial Group, Inc. 212.26%2.61%2.80%Q4 2022Q3 20233
IMA Wealth, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Management Professionals, Inc. 210.00%0.07%0.14%Q4 2019Q1 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.02%0.02%0.03%Q2 2019Q3 20213
SC&H Financial Advisors, Inc. 330.29%0.31%0.33%Q4 2021Q2 20223
Sound Income Strategies, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
InterOcean Capital Group, LLC 110.01%0.02%0.05%Q4 2021Q3 20233
Crestone Asset Management LLC 330.07%0.10%0.14%Q2 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.55%0.58%0.62%Q4 2022Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
Kerntke Otto McGlone Wealth Management Group 330.19%0.23%0.26%Q4 2020Q2 20213
Kovitz Investment Group Partners, LLC 330.10%0.14%0.18%Q1 2023Q3 20233
FLC Capital Advisors 330.51%0.54%0.57%Q4 2022Q2 20233
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.01%0.01%0.01%Q4 2017Q2 20183
Regis Acquisition Inc. 330.17%0.18%0.20%Q1 2023Q3 20233
Thrive Wealth Management, LLC 210.09%0.22%0.48%Q4 2021Q1 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Destiny Capital Corp/CO 330.25%0.26%0.26%Q4 2022Q2 20233
RESOLUTE FINANCIAL, LLC 330.83%0.95%1.12%Q2 2022Q4 20223
Point View Wealth Management, Inc. 330.10%0.10%0.10%Q1 2019Q3 20193
SouthState Corp 330.01%0.01%0.01%Q4 2021Q2 20223
Planning Center, Inc. 210.07%0.40%0.74%Q2 2022Q3 20233
LINCOLN CAPITAL CORP 330.45%0.49%0.56%Q1 2023Q3 20233
American Financial Advisors, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Winslow, Evans & Crocker, Inc. 330.01%0.01%0.01%Q2 2020Q4 20203
MITCHELL MCLEOD PUGH & WILLIAMS INC 330.20%0.28%0.36%Q1 2023Q3 20233
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
First Command Financial Services, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
3Chopt Investment Partners, LLC 332.09%2.38%2.84%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Salomon & Ludwin, LLC 330.02%0.99%1.79%Q1 2023Q3 20233
Beaumont Financial Partners, LLC 330.02%0.72%1.12%Q1 2022Q3 20223
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20233
All Season Financial Advisors, Inc. 210.14%0.19%0.24%Q4 2021Q1 20233
SILVER OAK SECURITIES, INCORPORATED 330.23%0.24%0.25%Q4 2022Q2 20233
TOWNSQUARE CAPITAL LLC 210.01%0.08%0.15%Q4 2022Q3 20233
Forum Financial Management, LP 210.01%0.07%0.14%Q4 2021Q3 20233
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 330.19%0.28%0.33%Q2 2021Q4 20213
Ahrens Investment Partners LLC 330.02%0.03%0.03%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.04%0.07%0.08%Q4 2022Q3 20233
Destination Wealth Management 110.00%0.01%0.01%Q1 2018Q4 20193
Harvest Investment Services, LLC 330.10%0.18%0.23%Q2 2021Q4 20213
Cornerstone Planning Group LLC 210.02%0.07%0.10%Q4 2022Q3 20233
Empower Advisory Group, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Bison Wealth, LLC 330.10%0.19%0.27%Q4 2020Q2 20213
Navalign, LLC 330.28%0.29%0.30%Q1 2023Q3 20233
Strata Wealth Advisors, LLC 2114.52%15.28%16.24%Q4 2022Q3 20233
Sandy Cove Advisors, LLC 210.07%0.23%0.54%Q4 2021Q1 20233
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 330.05%0.08%0.14%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.03%0.04%0.04%Q4 2020Q2 20213
Kooman & Associates 330.14%0.19%0.28%Q4 2022Q2 20233
BerganKDV Wealth Management, LLC 210.01%0.01%0.01%Q2 2018Q4 20193
DBK Financial Counsel, LLC 220.46%0.53%0.59%Q4 2021Q1 20222
Signature Financial Management, Inc. 220.04%0.05%0.06%Q3 2018Q4 20182
Gerber Kawasaki Wealth & Investment Management 220.01%0.01%0.02%Q3 2021Q4 20212
R. W. Roge & Company, Inc. 220.22%0.41%0.60%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.03%Q4 2021Q1 20222
Narus Financial Partners, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
Benedetti & Gucer, Inc. 220.17%0.46%0.75%Q2 2022Q3 20222
Aries Wealth Management 220.09%0.10%0.11%Q4 2022Q1 20232
Cherry Tree Wealth Management, LLC 220.48%0.58%0.67%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2021Q4 20222
PFW Advisors LLC 220.35%0.35%0.36%Q2 2023Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Cypress Point Wealth Management, LLC 220.00%0.01%0.01%Q2 2021Q3 20212
Standard Family Office LLC 110.28%0.57%0.86%Q1 2022Q3 20222
WASHINGTON TRUST BANK 110.00%0.02%0.04%Q4 2018Q3 20222
Abbrea Capital, LLC 220.08%0.09%0.10%Q2 2023Q3 20232
Fluent Financial, LLC 220.48%0.48%0.50%Q2 2018Q3 20182
LeJeune Puetz Investment Counsel LLC 220.05%0.07%0.10%Q4 2022Q1 20232
Concorde Asset Management, LLC 220.20%0.23%0.26%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.42%0.47%0.52%Q1 2023Q3 20232
Allred Capital Management, LLC 110.08%0.13%0.18%Q4 2018Q4 20192
American Family Insurance Mutual Holding Co 220.38%0.58%0.78%Q2 2021Q3 20212
Integrated Wealth Management 220.26%0.29%0.31%Q4 2016Q1 20172
Glassy Mountain Advisors, Inc. 220.62%0.63%0.65%Q2 2023Q3 20232
Accretive Wealth Partners, LLC 220.15%0.20%0.25%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
FinTrust Capital Advisors, LLC 220.10%0.11%0.11%Q2 2022Q3 20222
Detalus Advisors, LLC 220.35%0.35%0.36%Q2 2022Q3 20222
Cyndeo Wealth Partners, LLC 220.03%0.51%0.98%Q4 2022Q1 20232
PENOBSCOT WEALTH MANAGEMENT 220.22%0.23%0.23%Q2 2023Q3 20232
Concord Wealth Partners 220.27%0.44%0.62%Q4 2020Q1 20212
Watchman Group, Inc. 222.09%2.30%2.51%Q2 2023Q3 20232
MOODY NATIONAL BANK TRUST DIVISION 220.06%0.06%0.06%Q2 2023Q3 20232
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Leeward Financial Partners, LLC 220.48%0.50%0.52%Q2 2023Q3 20232
Elequin Capital, LP 110.00%0.00%0.01%Q2 2022Q4 20222
Good Life Advisors, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
STEEL GROVE CAPITAL ADVISORS, LLC 220.10%0.15%0.21%Q1 2020Q2 20202
Keel Point, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
B&D White Capital Company, LLC 221.73%1.80%1.88%Q4 2020Q1 20212
LMCG INVESTMENTS, LLC 220.12%0.13%0.14%Q1 2022Q2 20222
Coombe, Bender & Co LLC 220.24%0.28%0.32%Q2 2022Q3 20222
Ignite Planners, LLC 220.36%0.37%0.38%Q4 2021Q1 20222
Wambolt & Associates, LLC 110.16%0.17%0.18%Q1 2023Q3 20232
BBVA USA 220.30%0.30%0.31%Q2 2021Q3 20212
JOHNSON INVESTMENT COUNSEL INC 220.01%0.01%0.01%Q1 2019Q2 20192
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2019Q3 20192
Intergy Private Wealth, LLC 110.19%0.51%0.83%Q3 2022Q1 20232
Dragon Financial & Investment Group, LLC 222.16%2.28%2.40%Q4 2017Q1 20182
ARS Wealth Advisors, LLC 220.05%0.12%0.20%Q1 2021Q2 20212
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Summit Place Financial Advisors, LLC 220.13%0.14%0.14%Q1 2023Q2 20232
San Luis Wealth Advisors LLC 110.22%0.35%0.47%Q3 2021Q1 20222
Camelot Portfolios, LLC 220.65%0.69%0.73%Q1 2020Q2 20202
Strengthening Families & Communities, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
DT Investment Partners, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
ROMANO BROTHERS AND COMPANY 220.03%0.03%0.04%Q3 2022Q4 20222
Selective Wealth Management, Inc. 220.33%0.33%0.33%Q2 2019Q3 20192
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
TWIN FOCUS CAPITAL PARTNERS, LLC 220.16%0.18%0.21%Q1 2020Q2 20202
Oxler Private Wealth LLC 220.03%0.04%0.04%Q2 2022Q3 20222
Financial Futures Ltd Liability Co. 220.22%0.27%0.32%Q4 2021Q1 20222
Alera Investment Advisors, LLC 220.15%0.18%0.20%Q4 2021Q1 20222
SELDON CAPITAL LP 220.18%0.31%0.43%Q4 2021Q1 20222
Koss-Olinger Consulting, LLC 110.04%0.35%0.66%Q2 2022Q4 20222
Sand Hill Global Advisors, LLC 110.01%0.02%0.02%Q3 2021Q2 20222
StrategIQ Financial Group, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Wick Capital Partners, LLC 110.14%0.14%0.15%Q1 2023Q3 20232
US FINANCIAL ADVISORS, LLC 220.48%0.48%0.49%Q4 2020Q1 20212
Newport Capital Group, LLC 220.21%0.22%0.22%Q4 2021Q1 20222
Stanley-Laman Group, Ltd. 220.04%0.05%0.06%Q3 2020Q4 20202
Opus Capital Group, LLC 110.04%0.04%0.04%Q4 2021Q2 20222
WELCH & FORBES LLC 220.00%0.00%0.01%Q2 2022Q3 20222
W.G. Shaheen & Associates DBA Whitney & Co 220.04%0.05%0.05%Q2 2020Q3 20202
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.02%0.05%0.08%Q2 2023Q3 20232
BLUESTEIN R H & CO LLC 220.26%0.26%0.27%Q2 2022Q3 20222
Summit Trail Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
CLEAR INVESTMENT RESEARCH, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
FIDUCIARY COUNSELLING INC 228.50%14.58%20.66%Q3 2022Q4 20222
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q4 2021Q1 20222
MBE Wealth Management, LLC 110.11%0.11%0.12%Q1 2020Q3 20212
Financial Planners of Cleveland, Inc. 220.89%2.26%3.64%Q4 2021Q1 20222
WATERSHED PRIVATE WEALTH LLC 220.65%0.65%0.66%Q2 2023Q3 20232
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.04%0.07%Q1 2020Q4 20212
Reynolds Investment Management, Inc. 221.45%1.55%1.64%Q1 2022Q2 20222
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Falcon Wealth Planning 220.13%0.14%0.14%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 221.88%2.93%3.99%Q2 2023Q3 20232
Melone Private Wealth, LLC 220.61%0.65%0.69%Q4 2021Q1 20222
AMERICAN NATIONAL BANK 220.00%0.02%0.04%Q2 2023Q3 20232
IFS Advisors, LLC 220.11%0.12%0.13%Q4 2022Q1 20232
Towercrest Capital Management 220.08%0.08%0.08%Q2 2018Q3 20182
TimeScale Financial, Inc. 220.02%0.02%0.03%Q1 2023Q2 20232
Bellwether Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Koshinski Asset Management, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MONOGRAPH WEALTH ADVISORS, LLC 220.13%0.13%0.13%Q4 2021Q1 20222
TELEMUS CAPITAL, LLC 110.02%0.02%0.03%Q3 2018Q3 20232
ROBINSON CAPITAL MANAGEMENT, LLC 112.50%3.09%3.68%Q3 2022Q3 20232
MGO Private Wealth, LLC 220.63%0.77%0.92%Q2 2023Q3 20232
Founders Capital Management 220.02%0.02%0.02%Q4 2017Q1 20182
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q1 2022Q2 20232
Kohmann Bosshard Financial Services, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
PRIVATE CAPITAL MANAGEMENT LLC 220.07%0.11%0.16%Q2 2023Q3 20232
Aprio Wealth Management, LLC 222.95%3.47%3.99%Q2 2020Q3 20202
Darwin Wealth Management, LLC 110.03%0.05%0.06%Q1 2020Q3 20212
Avestar Capital, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Fortis Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
APPLETON PARTNERS INC/MA 220.02%0.02%0.02%Q3 2021Q4 20212
Capital Advisors, Ltd. LLC 110.02%0.05%0.08%Q4 2018Q1 20222
Financial Alternatives, Inc 220.51%0.53%0.54%Q4 2022Q1 20232
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20232
Sterling Financial Group, Inc. 220.69%0.69%0.69%Q4 2022Q1 20232
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Simmons Bank 110.02%0.02%0.02%Q2 2022Q4 20222
ACT WEALTH MANAGEMENT, LLC 220.12%0.13%0.13%Q1 2023Q2 20232
O'Dell Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Golden State Wealth Management, LLC 220.17%0.18%0.18%Q1 2019Q2 20192
Canal Capital Management, LLC 220.14%0.21%0.27%Q2 2022Q3 20222
Manhattan West Asset Management, LLC 220.13%0.13%0.13%Q2 2022Q3 20222
Values Added Financial LLC 220.89%0.91%0.92%Q2 2023Q3 20232
Beacon Financial Advisory LLC 220.14%0.19%0.24%Q1 2022Q2 20222
MONECO Advisors, LLC 220.18%0.18%0.19%Q2 2022Q3 20222
Scissortail Wealth Management, LLC 110.56%0.56%0.56%Q4 2021Q2 20222
All Terrain Financial Advisors, LLC 220.08%0.09%0.10%Q4 2019Q1 20202
MIDDLETON & CO INC/MA 220.27%0.27%0.27%Q2 2023Q3 20232
GeoWealth Management, LLC 110.00%0.01%0.01%Q4 2021Q2 20232
RIDGECREST WEALTH PARTNERS, LLC 220.27%0.44%0.62%Q3 2021Q4 20212
Reliant Wealth Planning 220.76%0.84%0.93%Q1 2020Q2 20202
Dunhill Financial, LLC 220.09%0.10%0.11%Q2 2023Q3 20232
Venture Visionary Partners LLC 220.06%0.06%0.06%Q1 2022Q2 20222
ORSER CAPITAL MANAGEMENT, LLC 220.56%0.56%0.56%Q3 2021Q4 20212
Nova R Wealth, Inc. 220.38%0.43%0.48%Q4 2021Q1 20222
Synergy Financial Group, LTD 220.49%0.60%0.70%Q3 2022Q4 20222
Sentinus, LLC 220.58%0.63%0.68%Q3 2022Q4 20222
Axiom Investment Management LLC 111.81%1.81%1.81%Q4 2022Q4 20221
Lokken Investment Group LLC 110.18%0.18%0.18%Q3 2023Q3 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.94%0.94%0.94%Q4 2022Q4 20221
Latitude Advisors, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Cordant, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
GFS Private Wealth, LLC 110.44%0.44%0.44%Q4 2017Q4 20171
Leicht Financial Planning & Wealth Management, Inc. 111.05%1.05%1.05%Q1 2020Q1 20201
PITCAIRN CO 110.16%0.16%0.16%Q1 2023Q1 20231
CABANA LLC 111.69%1.69%1.69%Q2 2023Q2 20231
Sterling Investment Counsel, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
STATE OF WISCONSIN INVESTMENT BOARD 110.05%0.05%0.05%Q1 2023Q1 20231
Bensler, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
COWA, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.27%0.27%0.27%Q4 2019Q4 20191
REFRAME WEALTH, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Park Place Capital Corp 110.03%0.03%0.03%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Athanor Capital, LP 112.42%2.42%2.42%Q1 2020Q1 20201
Custos Family Office, LLC 110.41%0.41%0.41%Q4 2021Q4 20211
Bridge Advisory, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Derbend Asset Management 110.28%0.28%0.28%Q3 2023Q3 20231
LJI Wealth Management, LLC 111.64%1.64%1.64%Q4 2022Q4 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Sabal Trust CO 110.02%0.02%0.02%Q2 2023Q2 20231
SHUFRO ROSE & CO LLC 110.02%0.02%0.02%Q3 2023Q3 20231
OLD NATIONAL BANCORP /IN/ 110.05%0.05%0.05%Q3 2023Q3 20231
HAZLETT, BURT & WATSON, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
CHAI TRUST CO LLC 110.03%0.03%0.03%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Paloma Partners Management Co 110.03%0.03%0.03%Q2 2019Q2 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Heritage Wealth Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
Axiom Advisory, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Nilsine Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Icon Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Vantage Financial Partners Ltd., Inc. 110.72%0.72%0.72%Q4 2022Q4 20221
Q3 Asset Management 111.46%1.46%1.46%Q1 2023Q1 20231
Wealth Alliance 110.09%0.09%0.09%Q3 2023Q3 20231
Connectus Wealth, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Halpern Financial, Inc. 110.31%0.31%0.31%Q1 2022Q1 20221
RHS Financial, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
CRA Financial Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
MRA Associates USA LLC 111.20%1.20%1.20%Q3 2019Q3 20191
Essex Savings Bank 110.42%0.42%0.42%Q4 2019Q4 20191
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Stone Asset Management Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
LITTLE HOUSE CAPITAL LLC 110.19%0.19%0.19%Q2 2020Q2 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Members Trust Co 112.71%2.71%2.71%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PETERSON WEALTH MANAGEMENT 110.15%0.15%0.15%Q4 2021Q4 20211
Chico Wealth RIA 114.38%4.38%4.38%Q1 2022Q1 20221
FOREFRONT WEALTH MANAGEMENT INC. 110.20%0.20%0.20%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 111.54%1.54%1.54%Q2 2021Q2 20211
Key Bridge Compliance, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 110.32%0.32%0.32%Q3 2023Q3 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GOULD ASSET MANAGEMENT LLC /CA/ 110.06%0.06%0.06%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
NewEdge Wealth, LLC 110.24%0.24%0.24%Q1 2021Q1 20211
USAdvisors Wealth Management, LLC 110.21%0.21%0.21%Q2 2019Q2 20191
HARTLINE INVESTMENT CORP/ 110.19%0.19%0.19%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Segment Wealth Management, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
Rehmann Capital Advisory Group 110.07%0.07%0.07%Q2 2022Q2 20221
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
IAM Advisory, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
NORDEN GROUP LLC 110.47%0.47%0.47%Q3 2023Q3 20231
First Citizens Financial Corp 110.14%0.14%0.14%Q3 2023Q3 20231
Lazard Freres Gestion S.A.S. 110.06%0.06%0.06%Q3 2023Q3 20231
Headlands Technologies LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
Strategies Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Bremer Bank National Association 110.05%0.05%0.05%Q2 2023Q2 20231
Dynamic Technology Lab Private Ltd 110.19%0.19%0.19%Q1 2020Q1 20201
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q2 2023Q2 20231
CONDOR CAPITAL MANAGEMENT 110.03%0.03%0.03%Q3 2022Q3 20221
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SFMG, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Westshore Wealth, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GSG Advisors LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Bell Investment Advisors, Inc 110.08%0.08%0.08%Q3 2023Q3 20231
Lansing Street Advisors 110.04%0.04%0.04%Q4 2022Q4 20221
Apriem Advisors 110.03%0.03%0.03%Q1 2022Q1 20221
Trust Co 110.01%0.01%0.01%Q3 2019Q3 20191
Corient Capital Partners, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
High Falls Advisors, Inc 110.45%0.45%0.45%Q3 2023Q3 20231
GM Advisory Group, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
F3Logic, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
TrinityPoint Wealth, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
EAGLE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q1 2016Q1 20161
Coulter & Justus Financial Services, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q1 2019Q1 20191
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Family Management Corp 110.14%0.14%0.14%Q4 2018Q4 20181
Monterey Private Wealth, Inc. 110.49%0.49%0.49%Q4 2019Q4 20191
AlphaStar Capital Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CONSILIO WEALTH ADVISORS, LLC 111.85%1.85%1.85%Q3 2022Q3 20221
Certus Wealth Management, LLC 110.55%0.55%0.55%Q3 2023Q3 20231
MKD WEALTH COACHES, LLC 110.27%0.27%0.27%Q4 2018Q4 20181
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
Lloyd Advisory Services, LLC. 110.47%0.47%0.47%Q3 2023Q3 20231
FIRST NATIONAL BANK SIOUX FALLS 1110.02%10.02%10.02%Q3 2022Q3 20221
Strategic Financial Planning, Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.08%0.08%0.08%Q4 2022Q4 20221
Roth Financial Partners LLC 110.25%0.25%0.25%Q3 2023Q3 20231
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Foothills Asset Management, Ltd. 110.80%0.80%0.80%Q1 2020Q1 20201
Phoenix Wealth Advisors 111.72%1.72%1.72%Q3 2022Q3 20221
Westwind Capital 110.00%0.00%0.00%Q3 2021Q3 20211
One Wealth Advisors, LLC 111.31%1.31%1.31%Q3 2023Q3 20231
Formidable Asset Management, LLC 110.56%0.56%0.56%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Kensington Investment Counsel, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHSOURCE PARTNERS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Gibson Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Eudaimonia Partners, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
GERMAN AMERICAN BANCORP, INC. 111.36%1.36%1.36%Q4 2022Q4 20221
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q2 2021Q2 20211
Global Strategic Investment Solutions, LLC 112.57%2.57%2.57%Q3 2023Q3 20231
Quadrant Private Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
PATTEN & PATTEN INC/TN 110.02%0.02%0.02%Q3 2023Q3 20231
HOWARD FINANCIAL SERVICES, LTD. 110.12%0.12%0.12%Q4 2022Q4 20221
Palo Capital, Inc. 110.09%0.09%0.09%Q1 2018Q1 20181
Capital One Investing, Inc. 110.29%0.29%0.29%Q3 2019Q3 20191
Keebeck Wealth Management, LLC 110.72%0.72%0.72%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Family Asset Management, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Wright Fund Management, LLC 110.90%0.90%0.90%Q2 2023Q2 20231
Sanford Advisory Services, LLC 110.51%0.51%0.51%Q4 2022Q4 20221
DOPKINS WEALTH MANAGEMENT, LLC 111.66%1.66%1.66%Q4 2022Q4 20221
DESTINY CAPITAL SECURITIES CORPORATION 110.25%0.25%0.25%Q3 2023Q3 20231
Collaborative Wealth Managment Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.08%0.08%0.08%Q2 2022Q2 20221
Savior LLC 110.07%0.07%0.07%Q4 2019Q4 20191
G2 CAPITAL MANAGEMENT, LLC / OH 114.04%4.04%4.04%Q4 2021Q4 20211
Quent Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wealth Advisors of Iowa, LLC 110.47%0.47%0.47%Q4 2022Q4 20221
Peregrine Asset Advisers, Inc. 110.91%0.91%0.91%Q3 2023Q3 20231
Revisor Wealth Management LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.20%0.20%0.20%Q3 2018Q3 20181
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wealthstar Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2023Q1 20231
TIAA TRUST, NATIONAL ASSOCIATION 111.33%1.33%1.33%Q3 2023Q3 20231
Meridian Financial Partners LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Guidance Point Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Barber Financial Group, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
Ruggie Capital Group 110.04%0.04%0.04%Q4 2018Q4 20181
Pinnacle Wealth Management Group, Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
LGT Financial Advisors LLC 110.11%0.11%0.11%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 115.79%5.79%5.79%Q3 2023Q3 20231
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FINANCIAL COUNSELORS INC 110.04%0.04%0.04%Q3 2023Q3 20231
FineMark National Bank & Trust 110.02%0.02%0.02%Q4 2021Q4 20211
Colonial Trust Advisors 110.05%0.05%0.05%Q1 2019Q1 20191
W ADVISORS, LLC 110.83%0.83%0.83%Q3 2023Q3 20231
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2018Q1 20181
Caerus Investment Advisors, LLC 113.56%3.56%3.56%Q1 2023Q1 20231
Rather & Kittrell, Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
New Hampshire Trust 110.01%0.01%0.01%Q1 2023Q1 20231
Elmwood Wealth Management, Inc. 111.14%1.14%1.14%Q3 2023Q3 20231
Riverview Trust Co 110.66%0.66%0.66%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WEATHERLY ASSET MANAGEMENT L. P. 110.05%0.05%0.05%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
ENTERPRISE FINANCIAL SERVICES CORP 110.04%0.04%0.04%Q3 2021Q3 20211
ALTERNA WEALTH MANAGEMENT, INC 110.39%0.39%0.39%Q4 2018Q4 20181
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
1834 INVESTMENT ADVISORS CO 110.04%0.04%0.04%Q3 2023Q3 20231
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Sage Financial Management Group, Inc. 110.17%0.17%0.17%Q4 2021Q4 20211
FIRETHORN WEALTH PARTNERS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Schechter Investment Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Welch Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
THEORY FINANCIAL LLC 110.73%0.73%0.73%Q3 2023Q3 20231
Sterling Financial Planning, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Quantinno Capital Management LP 110.02%0.02%0.02%Q3 2023Q3 20231
Schonfeld Strategic Advisors LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Smith, Salley & Associates 110.02%0.02%0.02%Q2 2023Q2 20231
Pinnacle Wealth Advisors 111.18%1.18%1.18%Q2 2021Q2 20211
Altus Wealth Group LLC 110.81%0.81%0.81%Q4 2022Q4 20221
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q1 2021Q1 20211
M. Kulyk & Associates, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Stonehearth Capital Management, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
First National Bank of South Miami 110.04%0.04%0.04%Q1 2021Q1 20211
Permit Capital Advisors, LLC 112.46%2.46%2.46%Q1 2022Q1 20221
Ledyard National Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Coyle Financial Counsel LLC 110.02%0.02%0.02%Q2 2018Q2 20181
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Nicholas Hoffman & Company, LLC. 110.02%0.02%0.02%Q3 2023Q3 20231
Van Hulzen Asset Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HORIZON BANCORP INC /IN/ 110.16%0.16%0.16%Q1 2020Q1 20201
Curran Financial Partners, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
KARLINSKI ANDREW C 110.03%0.03%0.03%Q2 2022Q2 20221
Clark Capital Management Group, Inc. 110.08%0.08%0.08%Q2 2022Q2 20221
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Waypoint Wealth Partners Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Donald L. Hagan, LLC 110.33%0.33%0.33%Q3 2022Q3 20221
Legacy Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Long Run Wealth Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
External links

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