VANGUARD INDEX FDS shareholder history

Current and past VANGUARD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.02%0.13%Q4 2013Q3 2023114
JANE STREET GROUP, LLC 3710.00%0.04%0.50%Q1 2014Q3 202394
Walleye Trading LLC 18100.00%0.01%0.05%Q3 2016Q3 202379
Cutler Group LLC / CA 32320.00%0.03%0.70%Q4 2015Q3 202376
Citadel Advisors 2410.00%0.01%0.03%Q2 2014Q3 202367
GOLDMAN SACHS GROUP INC 40400.00%0.19%0.88%Q4 2013Q3 202367
WOLVERINE TRADING, LLC 620.00%0.11%0.61%Q2 2016Q3 202364
Parallax Volatility Advisers, L.P. 1910.00%0.01%0.07%Q4 2013Q3 202364
HSBC HOLDINGS PLC 40400.00%0.05%0.12%Q4 2013Q3 202351
BANK OF AMERICA CORP /DE/ 40400.00%0.76%2.09%Q4 2013Q3 202345
GLENMEDE TRUST CO NA 45450.03%0.87%2.64%Q3 2012Q3 202345
WELLS FARGO & COMPANY/MN 40400.00%0.22%0.44%Q4 2013Q3 202344
THRIVENT FINANCIAL FOR LUTHERANS 30300.00%0.21%0.98%Q2 2016Q3 202342
UBS Group AG 36360.00%0.25%0.43%Q4 2014Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 40400.00%4.60%8.80%Q4 2013Q3 202342
Creative Planning 40400.00%0.15%0.51%Q4 2013Q3 202342
BLAIR WILLIAM & CO/IL 41410.00%0.10%0.26%Q3 2013Q3 202341
Manchester Capital Management LLC 41410.05%1.40%3.60%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.87%2.44%Q4 2013Q3 202341
LPL Financial LLC 40400.00%0.87%1.62%Q4 2013Q3 202341
MONETTA FINANCIAL SERVICES INC 41413.21%5.31%8.98%Q3 2013Q3 202341
HEADINVEST, LLC 41410.27%0.33%0.40%Q3 2013Q3 202341
North Star Investment Management Corp. 41410.27%0.74%1.17%Q3 2013Q3 202341
BARCLAYS PLC 40400.00%0.05%0.17%Q4 2013Q3 202340
FIRST HAWAIIAN BANK 40400.06%0.22%0.70%Q4 2013Q3 202340
GUGGENHEIM CAPITAL LLC 40400.02%0.05%0.14%Q4 2013Q3 202340
STEPHENS INC /AR/ 40400.21%0.37%0.50%Q4 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 40400.05%2.01%10.19%Q4 2013Q3 202340
JBF Capital, Inc. 404028.94%47.64%71.33%Q4 2013Q3 202340
D.A. DAVIDSON & CO. 40400.04%0.23%0.79%Q4 2013Q3 202340
VAN STRUM & TOWNE INC. 40402.43%4.72%8.41%Q4 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 40400.76%1.98%4.46%Q4 2013Q3 202340
PRIVATE TRUST CO NA 40400.01%0.44%1.26%Q4 2013Q3 202340
Sageworth Trust Co 40400.11%4.12%11.23%Q4 2013Q3 202340
FIFTH THIRD BANCORP 40400.01%0.65%1.52%Q4 2013Q3 202340
SIGMA INVESTMENT COUNSELORS INC 40400.23%0.32%0.39%Q4 2013Q3 202340
PHILLIPS FINANCIAL MANAGEMENT, LLC 40400.69%1.44%2.93%Q4 2013Q3 202340
TOMPKINS FINANCIAL CORP 30100.00%1.16%3.98%Q4 2013Q4 202340
MANUFACTURERS LIFE INSURANCE COMPANY, THE 40400.00%0.13%0.42%Q4 2013Q3 202340
Cetera Advisors LLC 40400.04%0.64%1.32%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.01%0.02%0.04%Q4 2013Q3 202340
LEAVELL INVESTMENT MANAGEMENT, INC. 40400.12%0.61%1.18%Q4 2013Q3 202340
ASSETMARK, INC 40400.08%4.26%6.30%Q4 2013Q3 202340
MORGAN STANLEY 40400.07%0.33%0.80%Q4 2013Q3 202340
VANGUARD GROUP INC 40400.02%0.10%0.21%Q4 2013Q3 202340
WEBSTER BANK, N. A. 40400.04%5.72%9.74%Q4 2013Q3 202340
Opus Capital Group, LLC 40400.03%9.45%20.88%Q4 2013Q3 202340
Waverly Advisors, LLC 40400.50%1.89%8.31%Q4 2013Q3 202340
Janney Montgomery Scott LLC 40400.08%0.39%0.68%Q4 2013Q3 202340
FOSTER DYKEMA CABOT & CO INC/MA 40400.15%0.45%1.05%Q4 2013Q3 202340
OPTIMUM INVESTMENT ADVISORS 3460.03%0.20%0.52%Q4 2013Q4 202340
WHITTIER TRUST CO OF NEVADA INC 40400.62%0.81%0.99%Q4 2013Q3 202340
SFMG, LLC 40400.05%0.09%0.17%Q4 2013Q3 202340
ROYAL BANK OF CANADA 40400.02%0.15%0.30%Q4 2013Q3 202340
JPMORGAN CHASE & CO 40400.03%0.33%1.00%Q4 2013Q3 202340
Southeast Asset Advisors Inc. 40400.27%2.78%5.40%Q4 2013Q3 202340
PEAPACK GLADSTONE FINANCIAL CORP 40400.08%1.60%2.68%Q4 2013Q3 202340
Bank of New York Mellon Corp 40400.00%0.10%0.34%Q4 2013Q3 202340
MCF Advisors LLC 3370.35%14.98%22.46%Q3 2013Q3 202340
Fisher Asset Management, LLC 40400.00%0.13%0.35%Q4 2013Q3 202340
BESSEMER GROUP INC 40400.01%0.70%1.79%Q4 2013Q3 202340
BOK Financial Private Wealth, Inc. 40403.44%6.38%12.97%Q4 2013Q3 202340
NOMURA ASSET MANAGEMENT CO LTD 40400.03%0.36%1.51%Q4 2013Q3 202340
Ameritas Investment Partners, Inc. 29110.39%2.72%3.71%Q3 2013Q3 202340
JMG Financial Group, Ltd. 40405.47%17.45%26.52%Q4 2013Q3 202340
Haverford Trust Co 40400.05%0.08%0.13%Q4 2013Q3 202340
Choate Investment Advisors 40400.05%0.09%0.36%Q4 2013Q3 202340
CITIGROUP INC 40400.04%0.29%0.60%Q4 2013Q3 202340
CIBC WORLD MARKET INC. 40400.00%0.05%0.08%Q4 2013Q3 202340
Bangor Savings Bank 40400.46%1.12%1.57%Q4 2013Q3 202340
Veritable, L.P. 39390.04%5.19%8.09%Q4 2013Q2 202340
VICUS CAPITAL 40400.47%2.00%3.34%Q4 2013Q3 202340
FIRST NATIONAL BANK OF OMAHA 40400.03%0.57%1.37%Q4 2013Q3 202340
KEYBANK NATIONAL ASSOCIATION/OH 40400.94%1.43%2.03%Q4 2013Q3 202340
ALLIANCEBERNSTEIN L.P. 40400.00%0.03%0.06%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.01%0.29%0.49%Q4 2013Q3 202340
INTERACTIVE FINANCIAL ADVISORS, INC. 40400.00%2.23%6.56%Q4 2013Q3 202340
US BANCORP \DE\ 40400.00%0.09%0.32%Q4 2013Q3 202340
Twele Capital Management, Inc. 40401.07%5.99%7.99%Q4 2013Q3 202340
SPINNAKER TRUST 40400.08%0.27%0.49%Q4 2013Q3 202340
NORTHEAST INVESTMENT MANAGEMENT 40400.04%0.85%2.21%Q4 2013Q3 202340
ASSOCIATED BANC-CORP 40400.13%0.52%0.93%Q4 2013Q3 202340
NORTHERN TRUST CORP 40400.01%0.02%0.03%Q4 2013Q3 202340
PARSONS CAPITAL MANAGEMENT INC/RI 40400.56%1.01%1.39%Q4 2013Q3 202340
Smithfield Trust Co 40405.76%8.43%10.84%Q4 2013Q3 202340
Ancora Advisors LLC 40401.54%2.32%3.24%Q4 2013Q3 202340
DUNCKER STREETT & CO INC 40400.01%0.13%0.20%Q4 2013Q3 202340
Modera Wealth Management, LLC 40400.10%0.19%0.76%Q4 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 40400.00%0.07%0.44%Q4 2013Q3 202340
UNITED SERVICES AUTOMOBILE ASSOCIATION 40400.37%1.51%3.89%Q4 2013Q3 202340
Mirae Asset Global Investments Co., Ltd. 40400.01%2.48%4.94%Q4 2013Q3 202340
RETIREMENT CAPITAL STRATEGIES 40405.10%21.55%38.50%Q4 2013Q3 202340
SCOTIA CAPITAL INC. 40400.02%0.08%0.28%Q4 2013Q3 202340
WHITTIER TRUST CO 40400.02%0.05%0.12%Q4 2013Q3 202340
FMR LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
Focused Wealth Management, Inc 39390.01%0.10%1.23%Q1 2014Q3 202339
Dynamic Advisor Solutions LLC 3360.10%0.67%1.59%Q4 2013Q3 202339
Marble Harbor Investment Counsel, LLC 39390.06%0.61%0.91%Q1 2014Q3 202339
CREDIT SUISSE AG/ 24150.00%0.18%0.76%Q4 2013Q3 202339
Karpus Management, Inc. 23160.02%8.18%13.40%Q4 2013Q3 202339
Diversified Trust Co 3710.28%6.37%10.39%Q4 2013Q4 202339
BANK OF MONTREAL /CAN/ 3720.02%0.09%0.33%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.29%0.65%0.95%Q1 2014Q3 202339
HighTower Advisors, LLC 28110.03%0.50%1.36%Q4 2013Q3 202339
EVERETT HARRIS & CO /CA/ 39390.01%0.08%0.19%Q1 2014Q3 202339
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3630.10%0.15%0.19%Q4 2013Q3 202339
Laird Norton Wetherby Wealth Management, LLC 39390.04%0.21%0.57%Q1 2014Q3 202339
CAPITAL COUNSEL LLC/NY 3810.01%0.03%0.21%Q4 2013Q3 202339
Endurance Wealth Management, Inc. 39390.73%1.40%2.37%Q4 2013Q2 202339
BROWN ADVISORY INC 39390.00%0.10%0.16%Q1 2014Q3 202339
Cetera Advisor Networks LLC 21180.08%0.98%3.36%Q4 2013Q3 202339
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 29100.00%0.00%0.01%Q4 2013Q3 202339
Prospera Financial Services Inc 27120.06%0.15%0.32%Q4 2013Q3 202339
GRANDFIELD & DODD, LLC 39390.42%0.52%0.62%Q1 2014Q3 202339
Clarkston Capital Partners, LLC 3720.05%0.18%0.73%Q4 2013Q3 202339
SCHRODER INVESTMENT MANAGEMENT GROUP 3270.04%0.41%0.90%Q4 2013Q3 202339
KING LUTHER CAPITAL MANAGEMENT CORP 39390.01%0.04%0.09%Q1 2014Q3 202339
Fort Point Capital Partners LLC 38380.42%1.72%3.53%Q2 2014Q3 202338
MCRAE CAPITAL MANAGEMENT INC 38380.10%0.16%0.27%Q2 2014Q3 202338
TCI Wealth Advisors, Inc. 38380.01%0.13%0.36%Q2 2014Q3 202338
BLB&B Advisors, LLC 24140.05%0.07%0.16%Q1 2014Q3 202338
NORTHSTAR ASSET MANAGEMENT LLC 38380.09%0.63%1.47%Q2 2014Q3 202338
BRAUN STACEY ASSOCIATES INC 38380.03%0.33%0.69%Q2 2014Q3 202338
RAYMOND JAMES & ASSOCIATES 38380.04%4.15%7.53%Q2 2014Q3 202338
Tortoise Investment Management, LLC 38380.00%0.11%0.30%Q2 2014Q3 202338
MASSMUTUAL TRUST CO FSB/ADV 2990.00%0.04%0.47%Q2 2014Q4 202338
Mercer Investments LLC 3622.04%29.44%84.62%Q3 2013Q3 202338
Perkins Coie Trust Co 38380.27%1.47%2.87%Q2 2014Q3 202338
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28100.00%0.28%0.61%Q1 2014Q3 202338
Raymond James Financial Services Advisors, Inc. 3350.52%1.55%2.36%Q1 2014Q3 202338
DAVENPORT & Co LLC 3140.00%0.18%0.61%Q4 2014Q3 202338
National Mutual Insurance Federation of Agricultural Cooperatives 38386.14%16.69%30.57%Q2 2014Q3 202338
Plante Moran Financial Advisors, LLC 38380.84%9.40%39.90%Q2 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 3440.12%2.24%4.26%Q4 2013Q3 202338
HBK Sorce Advisory LLC 38380.09%1.15%1.63%Q2 2014Q3 202338
Autus Asset Management, LLC 37370.76%1.22%1.54%Q4 2013Q4 202237
Baker Ellis Asset Management LLC 37370.17%2.04%2.86%Q3 2014Q3 202337
GOFEN & GLOSSBERG LLC /IL/ 37370.02%0.12%0.18%Q4 2013Q4 202237
M&T BANK CORP 37370.02%0.53%1.75%Q3 2014Q3 202337
BERNZOTT CAPITAL ADVISORS 37370.04%0.16%0.57%Q3 2014Q3 202337
Nadler Financial Group, Inc. 37370.22%4.07%6.91%Q3 2014Q3 202337
GAM Holding AG 37370.02%0.80%2.18%Q3 2014Q3 202337
COUNTRY TRUST BANK 37370.01%0.86%2.67%Q4 2014Q4 202337
B. Riley Wealth Advisors, Inc. 3610.01%0.54%1.09%Q2 2014Q3 202337
Allen Investment Management, LLC 37370.02%0.18%1.52%Q3 2014Q3 202337
MONTAG A & ASSOCIATES INC 37370.06%0.22%0.71%Q3 2014Q3 202337
JOHNSON INVESTMENT COUNSEL INC 37370.03%0.05%0.11%Q3 2014Q3 202337
JFS WEALTH ADVISORS, LLC 21160.00%0.04%0.11%Q2 2014Q3 202337
Carnegie Capital Asset Management, LLC 37370.04%0.32%0.51%Q3 2014Q3 202337
Allworth Financial LP 37370.01%0.23%2.23%Q3 2014Q3 202337
Allianz Asset Management GmbH 2060.00%0.06%0.22%Q4 2013Q3 202337
Fragasso Group Inc. 37372.20%15.08%32.56%Q4 2014Q4 202337
EATON VANCE MANAGEMENT 36360.01%0.04%0.24%Q4 2013Q3 202236
COHEN & STEERS, INC. 36360.00%0.02%0.04%Q4 2014Q3 202336
Burt Wealth Advisors 36360.06%0.16%0.52%Q4 2014Q3 202336
Affiance Financial, LLC 36360.62%1.99%4.41%Q4 2014Q3 202336
Cambridge Advisors Inc. 363614.10%17.59%19.97%Q4 2014Q3 202336
TOCQUEVILLE ASSET MANAGEMENT L.P. 36360.01%0.02%0.02%Q4 2014Q3 202336
SYNOVUS FINANCIAL CORP 36360.03%0.12%0.21%Q4 2014Q3 202336
Neuberger Berman Group LLC 36360.00%0.14%0.24%Q4 2014Q3 202336
MYCIO WEALTH PARTNERS, LLC 25110.07%0.30%1.06%Q4 2013Q3 202336
PITTENGER & ANDERSON INC 36360.03%0.76%1.19%Q4 2014Q3 202336
PRIO WEALTH LIMITED PARTNERSHIP 36360.03%0.23%0.76%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.27%3.40%4.42%Q4 2014Q3 202336
Sigma Planning Corp 36360.04%0.41%1.19%Q4 2014Q3 202336
HM Capital Management, LLC 363637.42%48.05%57.97%Q4 2013Q3 202236
LVW Advisors, LLC 36360.09%0.53%1.89%Q4 2014Q3 202336
Sensible Financial Planning & Management, LLC. 36360.61%5.73%9.89%Q4 2014Q3 202336
WBH ADVISORY INC 3330.10%0.18%0.30%Q3 2014Q3 202336
OLD NATIONAL BANCORP /IN/ 3510.02%2.49%4.90%Q3 2014Q3 202336
Mariner, LLC 36360.01%0.33%1.10%Q4 2014Q3 202336
Caprock Group, LLC 36360.61%4.40%6.78%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36362.05%3.19%4.16%Q4 2014Q3 202336
FIRST WILSHIRE SECURITIES MANAGEMENT INC 36360.06%0.15%0.22%Q4 2014Q3 202336
1ST SOURCE BANK 35350.03%0.04%0.05%Q1 2015Q3 202335
State of Tennessee, Treasury Department 35350.71%0.84%1.01%Q1 2015Q3 202335
Chevy Chase Trust Holdings, LLC 35350.00%0.01%0.04%Q1 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.04%0.71%2.45%Q1 2015Q3 202335
Ballentine Partners, LLC 3410.03%0.67%1.83%Q3 2014Q3 202335
TWIN FOCUS CAPITAL PARTNERS, LLC 3410.18%2.18%6.79%Q3 2014Q3 202335
COURIER CAPITAL LLC 35350.04%0.10%0.46%Q1 2015Q3 202335
PROVIDA PENSION FUND ADMINISTRATOR 1491.41%6.08%17.32%Q4 2013Q4 202235
Analyst IMS Investment Management Services Ltd. 2780.11%3.52%16.83%Q4 2014Q3 202335
SECURIAN ASSET MANAGEMENT, INC 35350.11%0.31%0.85%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 3310.01%0.68%1.29%Q4 2013Q3 202335
Roble, Belko & Company, Inc 35350.03%0.29%1.68%Q1 2015Q3 202335
OPPENHEIMER & CO INC 35350.04%0.25%0.42%Q1 2015Q3 202335
Argent Trust Co 35350.11%1.14%2.54%Q1 2015Q3 202335
Hirtle Callaghan & Co LLC 3410.10%14.43%45.97%Q4 2013Q3 202335
Financial Architects, Inc 2540.01%0.28%0.99%Q2 2014Q2 202335
Keel Point, LLC 35358.92%17.79%26.28%Q1 2015Q3 202335
COLONY GROUP LLC 35350.06%1.59%4.42%Q1 2015Q3 202335
MILLENNIUM MANAGEMENT LLC 2010.00%0.01%0.04%Q1 2014Q3 202335
FIRST FOUNDATION ADVISORS 3320.20%0.30%0.39%Q3 2014Q3 202335
Van Cleef Asset Management,Inc 35350.10%0.16%0.19%Q1 2015Q3 202335
FRANKLIN RESOURCES INC 2780.00%0.04%0.19%Q4 2013Q3 202335
FARMERS & MERCHANTS INVESTMENTS INC 35350.01%0.70%1.00%Q1 2015Q3 202335
Arete Wealth Advisors, LLC 35350.14%2.58%6.12%Q1 2015Q3 202335
ACG Wealth 35350.04%0.11%0.27%Q1 2014Q3 202235
Joel Isaacson & Co., LLC 35350.06%0.21%0.50%Q1 2015Q3 202335
BNP PARIBAS FINANCIAL MARKETS 3410.00%0.06%0.31%Q1 2014Q3 202335
BURNEY CO/ 35350.19%0.43%0.60%Q1 2015Q3 202335
DOWLING & YAHNKE LLC 35350.03%0.33%2.26%Q1 2014Q3 202235
COMERICA BANK 3310.01%0.04%0.23%Q4 2014Q3 202334
WHALEROCK POINT PARTNERS, LLC 2950.46%1.19%2.05%Q1 2015Q3 202334
BANK HAPOALIM BM 2020.02%1.96%5.82%Q1 2014Q3 202334
Fiera Capital Corp 34340.01%0.52%0.64%Q2 2015Q3 202334
Landmark Financial Advisors, LLC 34340.81%5.03%7.14%Q2 2015Q3 202334
NAPLES GLOBAL ADVISORS, LLC 3040.02%0.27%1.72%Q4 2014Q3 202334
WESBANCO BANK INC 23110.01%0.18%0.67%Q1 2015Q3 202334
Advisory Services Network, LLC 2730.00%0.50%1.16%Q4 2014Q3 202334
Harfst & Associates, Inc. 34340.47%1.83%3.01%Q2 2015Q3 202334
ELM ADVISORS, LLC 34342.14%4.05%6.99%Q4 2013Q1 202234
Cambridge Investment Research Advisors, Inc. 3312.97%4.04%5.44%Q3 2014Q3 202334
Evanson Asset Management, LLC 3110.07%0.20%0.70%Q4 2013Q3 202334
Fiduciary Group LLC 34341.57%3.60%4.00%Q2 2015Q3 202334
KINGS POINT CAPITAL MANAGEMENT 34340.37%0.82%1.14%Q4 2013Q1 202234
First Heartland Consultants, Inc. 34340.07%0.26%0.41%Q2 2015Q3 202334
CIBC Private Wealth Group, LLC 3210.01%0.32%1.05%Q1 2015Q3 202334
First Horizon Advisors, Inc. 3130.00%0.79%2.52%Q1 2015Q3 202334
Curbstone Financial Management Corp 34340.21%1.81%2.93%Q3 2015Q4 202334
Baird Financial Group, Inc. 34340.01%0.46%0.93%Q2 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.10%0.24%0.35%Q2 2015Q3 202334
FIRST MANHATTAN CO. LLC. 34340.01%0.09%0.51%Q2 2015Q3 202334
Institute for Wealth Management, LLC. 1960.14%1.80%4.92%Q4 2013Q3 202334
PARAMETRIC PORTFOLIO ASSOCIATES LLC 34341.03%2.31%3.38%Q4 2013Q1 202234
CHOREO, LLC 3040.12%1.32%2.30%Q1 2015Q3 202334
Bartlett & Co. LLC 18160.01%1.07%1.72%Q2 2015Q4 202334
FINANCIAL COUNSELORS INC 2860.23%0.87%1.66%Q1 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.04%0.10%Q2 2015Q3 202334
BlackRock Inc. 3220.00%0.00%0.08%Q4 2013Q3 202334
CENTRAL TRUST Co 33330.00%0.15%0.87%Q3 2015Q3 202333
Simplicity Solutions, LLC 3210.03%6.49%17.79%Q2 2015Q3 202333
CIDEL ASSET MANAGEMENT INC 20130.01%0.03%0.10%Q2 2015Q3 202333
EVERMAY WEALTH MANAGEMENT LLC 33330.55%10.36%13.53%Q3 2015Q3 202333
Atlantic Union Bankshares Corp 1490.04%0.11%0.38%Q1 2014Q3 202333
Avior Wealth Management, LLC 33330.49%1.58%2.60%Q3 2015Q3 202333
Windham Capital Management, LLC 33330.03%0.48%1.37%Q3 2015Q3 202333
MONETA GROUP INVESTMENT ADVISORS LLC 3110.04%0.76%3.29%Q2 2014Q3 202333
Zhang Financial LLC 33331.78%3.13%7.24%Q3 2015Q3 202333
Covington Investment Advisors Inc. 33330.09%0.16%0.19%Q3 2015Q3 202333
NBT BANK N A /NY 33330.19%1.26%1.95%Q3 2015Q3 202333
WELLINGTON MANAGEMENT GROUP LLP 1820.00%0.00%0.03%Q4 2014Q3 202333
TRUIST FINANCIAL CORP 3110.01%0.71%1.48%Q3 2015Q3 202333
DUPONT CAPITAL MANAGEMENT CORP 33330.13%2.34%12.80%Q3 2015Q3 202333
Clal Insurance Enterprises Holdings Ltd 3120.00%7.90%26.72%Q4 2014Q3 202333
STEEL GROVE CAPITAL ADVISORS, LLC 33330.15%11.91%36.79%Q3 2015Q3 202333
Jasper Ridge Partners, L.P. 33330.26%1.43%3.16%Q3 2015Q3 202333
FIDUCIARY TRUST CO 33330.04%0.61%0.82%Q3 2015Q3 202333
WEST CHESTER CAPITAL ADVISORS, INC 1233.74%15.32%40.44%Q4 2013Q3 202333
HUNTINGTON NATIONAL BANK 2720.00%0.38%1.80%Q4 2013Q3 202333
Migdal Insurance & Financial Holdings Ltd. 32320.08%3.10%20.78%Q4 2015Q3 202332
Proficio Capital Partners LLC 32320.14%2.04%8.04%Q4 2015Q3 202332
LGL PARTNERS, LLC 32320.09%0.49%0.95%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32323.07%9.39%14.34%Q4 2015Q3 202332
MUFG Americas Holdings Corp 3110.00%0.94%2.07%Q4 2013Q3 202232
CAPTRUST FINANCIAL ADVISORS 2930.02%0.60%3.63%Q3 2015Q3 202332
PATTEN & PATTEN INC/TN 32320.07%0.41%0.58%Q4 2015Q3 202332
SAGE FINANCIAL GROUP INC 32321.02%2.27%3.28%Q4 2015Q3 202332
KEMPER Corp 32322.33%5.98%11.23%Q1 2014Q4 202132
ROCKLAND TRUST CO 32320.09%0.33%0.74%Q4 2015Q3 202332
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32327.16%15.22%28.70%Q4 2015Q3 202332
CULLEN/FROST BANKERS, INC. 32320.34%0.40%0.51%Q4 2015Q3 202332
Evercore Wealth Management, LLC 3110.00%0.21%0.39%Q2 2015Q3 202332
Citizens Business Bank 32320.10%1.15%2.36%Q4 2015Q3 202332
Investure, LLC 32325.73%19.27%45.54%Q4 2015Q3 202332
Alexandria Capital, LLC 32320.01%0.17%0.29%Q4 2013Q3 202132
Psagot Value Holdings Ltd. 32320.02%1.59%7.10%Q4 2013Q3 202132
Versant Capital Management, Inc 22100.00%0.04%0.10%Q4 2015Q4 202332
LS Investment Advisors, LLC 32320.00%0.03%0.09%Q4 2015Q3 202332
HOLLENCREST CAPITAL MANAGEMENT 32320.10%2.14%6.09%Q4 2015Q3 202332
Pictet North America Advisors SA 1390.04%0.42%1.84%Q1 2015Q3 202332
ALESCO ADVISORS LLC 3020.01%0.06%0.19%Q1 2014Q3 202332
Destination Wealth Management 32320.05%0.50%4.52%Q4 2015Q3 202332
Vision Capital Management, Inc. 32321.04%1.81%4.15%Q4 2015Q3 202332
Concorde Asset Management, LLC 3020.00%0.65%2.42%Q4 2014Q3 202332
Anchor Investment Management, LLC 32320.04%0.71%1.47%Q1 2016Q4 202332
Bristlecone Advisors, LLC 32320.29%0.43%0.75%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.04%0.09%0.22%Q4 2015Q3 202332
Cetera Investment Advisers 32320.12%0.57%1.30%Q4 2015Q3 202332
Schneider Downs Wealth Management Advisors, LP 32320.62%1.31%2.33%Q4 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.20%1.54%4.77%Q4 2015Q3 202332
Clarius Group, LLC 32320.56%2.14%4.39%Q4 2015Q3 202332
First American Bank 1840.03%0.12%0.56%Q4 2013Q4 202131
WELCH & FORBES LLC 31310.01%0.03%0.05%Q1 2016Q3 202331
GOULD ASSET MANAGEMENT LLC /CA/ 2740.11%0.13%0.27%Q4 2013Q3 202331
Stanley-Laman Group, Ltd. 31310.35%0.58%1.09%Q1 2016Q3 202331
Jackson, Grant Investment Advisers, Inc. 2470.64%1.06%1.36%Q4 2015Q3 202331
SMITH, MOORE & CO. 3010.27%1.24%1.71%Q4 2015Q3 202331
ProVise Management Group, LLC 31310.05%0.28%0.72%Q1 2016Q3 202331
Thomasville National Bank 2710.05%0.09%0.11%Q2 2015Q3 202331
CITIZENS FINANCIAL GROUP INC/RI 31310.07%3.17%7.49%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.11%0.98%Q1 2016Q3 202331
Atria Investments, Inc 17140.23%0.83%2.40%Q4 2015Q3 202331
SIGNATUREFD, LLC 2610.01%0.06%0.13%Q4 2013Q3 202331
Bank Pictet & Cie (Europe) AG 18130.16%0.58%1.08%Q4 2015Q3 202331
Gibson Capital, LLC 1810.06%0.28%0.78%Q1 2014Q3 202331
ASPIRIANT, LLC 2810.02%2.93%4.23%Q2 2015Q3 202331
Horan Capital Advisors, LLC. 31310.37%0.69%1.83%Q1 2016Q3 202331
Northeast Financial Consultants Inc 31310.44%1.68%9.37%Q1 2016Q3 202331
PINNACLE ASSOCIATES LTD 31310.00%0.08%0.30%Q1 2016Q3 202331
Asset Dedication, LLC 2650.01%0.43%1.30%Q4 2015Q3 202331
Brookstone Capital Management 2920.00%0.21%0.63%Q2 2015Q3 202331
Raab & Moskowitz Asset Management LLC 3010.01%0.36%0.46%Q4 2014Q3 202331
IFP Advisors, Inc 17140.17%0.35%0.61%Q4 2015Q3 202331
Glenview Trust Co 2810.07%0.22%0.27%Q4 2013Q3 202331
Birch Hill Investment Advisors LLC 31310.02%0.04%0.06%Q1 2016Q3 202331
Parkside Financial Bank & Trust 31310.04%0.62%1.92%Q1 2016Q3 202331
EASTERN BANK 31310.01%0.11%0.70%Q3 2015Q1 202331
CWA Asset Management Group, LLC 3010.13%0.24%0.57%Q4 2015Q3 202331
SALEM INVESTMENT COUNSELORS INC 18130.19%0.64%1.36%Q1 2014Q3 202331
SEI INVESTMENTS CO 2020.00%0.00%0.02%Q1 2015Q3 202331
Integrated Investment Consultants, LLC 2380.22%0.74%1.48%Q4 2015Q3 202331
Hudock, Inc. 2010.01%0.04%0.18%Q4 2014Q3 202331
Merriman Wealth Management, LLC 31310.13%0.98%5.56%Q1 2016Q3 202331
Community Bank, N.A. 2560.00%0.09%0.15%Q4 2015Q3 202331
WIMMER ASSOCIATES 1, LLC 31310.47%0.80%1.02%Q1 2016Q3 202331
D'Orazio & Associates, Inc. 2410.04%0.57%1.36%Q4 2013Q3 202331
EagleClaw Capital Managment, LLC 31310.16%0.26%0.31%Q1 2016Q3 202331
QCI ASSET MANAGEMENT INC/NY 31310.01%0.09%0.23%Q1 2014Q3 202131
SUN LIFE FINANCIAL INC 2740.22%3.07%21.12%Q4 2015Q3 202331
Peak Financial Management, Inc. 3015.40%6.54%9.01%Q4 2015Q3 202331
Avidian Wealth Solutions, LLC 31310.10%4.29%17.74%Q1 2016Q3 202331
BANQUE PICTET & CIE SA 2290.00%0.08%0.27%Q3 2015Q3 202331
Silicon Valley Capital Partners 31310.08%0.30%0.58%Q1 2016Q3 202331
MERIDIAN MANAGEMENT CO 31310.22%0.39%1.23%Q1 2016Q3 202331
AXIS CAPITAL HOLDINGS LTD 313116.34%58.35%78.10%Q1 2016Q3 202331
Perigon Wealth Management, LLC 2910.00%0.75%3.71%Q3 2011Q3 202330
NatWest Group plc 1610.07%2.08%5.85%Q1 2015Q3 202330
ALBION FINANCIAL GROUP /UT 20100.06%8.42%10.99%Q1 2016Q3 202330
GLOBE LIFE INC. 2820.32%93.27%100.00%Q1 2016Q3 202330
INGALLS & SNYDER LLC 30300.07%0.12%0.18%Q2 2016Q3 202330
Coastline Trust Co 30300.19%0.37%0.79%Q2 2016Q3 202330
JOHN G ULLMAN & ASSOCIATES INC 2730.04%0.29%0.52%Q2 2015Q3 202330
Jacobi Capital Management LLC 30300.01%0.79%2.03%Q2 2016Q3 202330
Betterment LLC 2910.00%0.12%0.31%Q4 2015Q3 202330
ALERUS FINANCIAL NA 30306.38%9.30%11.13%Q2 2016Q3 202330
Front Street Capital Management, Inc. 30300.36%1.50%5.29%Q2 2016Q3 202330
Wealthcare Advisory Partners LLC 30300.08%2.69%12.12%Q2 2016Q3 202330
CHURCHILL MANAGEMENT Corp 2120.15%4.42%12.84%Q4 2014Q3 202330
WEALTHSOURCE PARTNERS, LLC 2820.12%0.58%0.91%Q1 2016Q3 202330
WINTRUST INVESTMENTS LLC 30300.17%1.18%2.78%Q2 2016Q3 202330
Tower Research Capital LLC (TRC) 610.00%0.94%4.41%Q4 2013Q3 202330
PARTHENON LLC 30300.09%0.34%0.65%Q2 2016Q3 202330
Boston Trust Walden Corp 30300.01%0.06%0.08%Q2 2016Q3 202330
ARGI Investment Services, LLC 18120.02%0.66%1.54%Q3 2014Q4 202230
TRUST CO OF OKLAHOMA 17130.13%0.72%1.30%Q1 2016Q3 202330
CONDOR CAPITAL MANAGEMENT 30300.35%4.54%9.48%Q2 2016Q3 202330
FIRST NATIONAL TRUST CO 2820.03%0.39%0.81%Q2 2015Q3 202330
DUBUQUE BANK & TRUST CO 1260.00%0.03%0.08%Q1 2014Q3 202330
Snowden Capital Advisors LLC 2280.06%0.24%0.54%Q1 2016Q3 202330
JONES FINANCIAL COMPANIES LLLP 30300.01%0.22%0.79%Q2 2016Q3 202330
Lido Advisors, LLC 30300.10%0.26%0.81%Q2 2016Q3 202330
PINNACLE FINANCIAL PARTNERS INC 30300.04%2.89%7.32%Q2 2016Q3 202330
EXENCIAL WEALTH ADVISORS, LLC 2180.05%0.44%0.87%Q2 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.03%0.05%Q4 2013Q4 202029
Montecito Bank & Trust 29290.04%0.20%0.44%Q4 2016Q4 202329
REGIONS FINANCIAL CORP 29290.07%0.20%0.47%Q3 2016Q3 202329
Orgel Wealth Management, LLC 2810.03%0.28%4.36%Q4 2015Q3 202329
LINCOLN NATIONAL CORP 29290.02%0.33%0.63%Q3 2016Q3 202329
Cutter & CO Brokerage, Inc. 29290.09%0.55%1.08%Q3 2016Q3 202329
FLPUTNAM INVESTMENT MANAGEMENT CO 2540.05%0.22%0.38%Q2 2016Q3 202329
DEUTSCHE BANK AG\ 2450.00%0.03%0.12%Q4 2013Q3 202329
Cornerstone Wealth Management, LLC 2510.08%0.27%0.79%Q1 2016Q3 202329
Domani Wealth, LLC 29291.46%18.18%24.05%Q1 2016Q1 202329
DF DENT & CO INC 29290.06%0.09%0.17%Q3 2016Q3 202329
COMMERCE BANK 29290.01%0.10%0.23%Q3 2016Q3 202329
St. Louis Trust Co 29290.59%1.79%2.97%Q3 2016Q3 202329
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 29290.07%0.32%0.88%Q3 2016Q3 202329
Madden Advisory Services, Inc. 29290.17%3.72%7.28%Q3 2016Q3 202329
GREAT WEST LIFE ASSURANCE CO /CAN/ 29290.00%0.05%0.13%Q3 2016Q3 202329
Litman Gregory Wealth Management LLC 2720.08%2.60%10.14%Q2 2016Q3 202329
Stockman Wealth Management, Inc. 29290.33%0.91%2.93%Q3 2016Q3 202329
TWIN CAPITAL MANAGEMENT INC 29290.68%2.37%5.15%Q3 2013Q3 202029
Well Done, LLC 2810.08%0.56%0.92%Q4 2015Q3 202329
Kalos Management, Inc. 1560.12%1.60%4.23%Q4 2015Q2 202329
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29290.01%0.03%0.05%Q3 2016Q3 202329
WADE G W & INC 1660.03%0.11%0.48%Q4 2014Q3 202329
GUYASUTA INVESTMENT ADVISORS INC 29290.06%0.07%0.11%Q3 2016Q3 202329
PATHSTONE FAMILY OFFICE, LLC 2710.01%0.87%3.96%Q1 2016Q3 202329
Spears Abacus Advisors LLC 29290.05%0.23%0.50%Q3 2016Q3 202329
NEXT Financial Group, Inc 15140.01%0.31%0.81%Q3 2014Q4 202129
Glassman Wealth Services 29290.11%11.40%22.79%Q3 2016Q3 202329
SG Americas Securities, LLC 1110.00%0.11%1.22%Q3 2014Q3 202329
Laurel Wealth Advisors, Inc. 29290.19%0.67%1.42%Q4 2015Q4 202229
NICOLET BANKSHARES INC 29290.26%0.69%1.74%Q3 2016Q3 202329
Jefferies Group LLC 29290.00%0.06%0.14%Q3 2015Q3 202229
1832 Asset Management L.P. 28280.04%0.09%0.14%Q4 2016Q3 202328
M Holdings Securities, Inc. 2010.18%0.34%1.17%Q4 2013Q2 202328
Zurich Insurance Group Ltd/FI 28280.14%0.31%0.68%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.00%1.13%1.79%Q4 2016Q3 202328
FORVIS Wealth Advisors, LLC 28280.03%0.88%2.27%Q4 2016Q3 202328
Plancorp, LLC 28280.25%0.56%0.83%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.04%0.10%Q4 2016Q3 202328
First Allied Advisory Services, Inc. 28280.03%0.16%0.30%Q4 2013Q3 202028
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.92%1.27%1.64%Q4 2016Q3 202328
FIRST UNITED BANK & TRUST 28282.12%3.02%4.26%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.01%1.19%3.15%Q4 2016Q3 202328
Carroll Financial Associates, Inc. 2710.01%0.05%0.25%Q4 2013Q4 202128
Steward Partners Investment Advisory, LLC 28280.48%1.11%1.43%Q4 2016Q3 202328
CAPITAL CITY TRUST CO/FL 28280.44%1.75%8.34%Q4 2016Q3 202328
Savant Capital, LLC 28280.06%0.26%1.89%Q4 2016Q3 202328
Legacy Advisors, LLC 28281.07%2.58%4.20%Q4 2016Q3 202328
FDx Advisors, Inc. 1410.02%0.88%4.71%Q4 2015Q3 202328
Bogart Wealth, LLC 28284.25%8.77%16.16%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28282.87%4.23%5.50%Q1 2016Q4 202228
TD Capital Management LLC 28280.12%0.43%0.85%Q4 2016Q3 202328
STOCK YARDS BANK & TRUST CO 2260.06%0.14%0.23%Q1 2014Q3 202328
PACIFIC FINANCIAL GROUP INC 1310.34%6.27%28.23%Q4 2013Q3 202328
Pachira Investments Inc. 28284.13%19.20%33.13%Q4 2016Q3 202328
SNS Financial Group, LLC 2530.06%0.09%0.30%Q1 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.11%1.20%2.81%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.01%0.02%0.05%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.10%0.14%0.20%Q4 2016Q3 202328
E-L Financial Corp Ltd 282820.28%89.00%100.00%Q4 2016Q3 202328
AE Wealth Management LLC 28281.26%7.20%19.45%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.30%0.57%Q4 2016Q3 202328
Clearstead Advisors, LLC 28289.53%11.58%12.71%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.06%0.33%0.73%Q4 2016Q3 202328
Good Life Advisors, LLC 28284.40%6.39%7.84%Q4 2016Q3 202328
Pinnacle Wealth Management Advisory Group, LLC 28280.13%0.63%2.00%Q4 2016Q3 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.95%1.69%2.92%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.00%0.48%1.09%Q4 2016Q3 202328
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2440.01%0.24%0.40%Q3 2016Q3 202328
Rehmann Capital Advisory Group 1510.04%0.38%2.67%Q3 2014Q3 202328
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 28280.34%0.41%0.56%Q4 2016Q3 202328
NewEdge Advisors, LLC 28280.52%1.56%2.05%Q4 2016Q3 202328
BUCKINGHAM STRATEGIC WEALTH, LLC 2210.04%0.18%0.33%Q4 2013Q3 202328
Bridgeworth, LLC 28283.47%12.86%18.37%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.52%0.83%1.43%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.03%0.21%0.44%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 28282.48%4.07%5.18%Q4 2016Q3 202328
Strategic Wealth Partners Group, LLC 1360.25%7.36%69.76%Q2 2016Q3 202328
Nicholas Hoffman & Company, LLC. 28281.12%6.09%14.26%Q4 2016Q3 202328
Cable Hill Partners, LLC 1820.00%0.07%0.47%Q4 2014Q3 202328
Gradient Investments LLC 1710.00%0.01%0.03%Q3 2015Q3 202328
BOKF, NA 1990.02%0.28%0.72%Q3 2016Q3 202328
SOL Capital Management CO 2410.05%0.14%1.42%Q2 2016Q3 202328
V Wealth Advisors LLC 2260.02%2.00%6.01%Q1 2016Q3 202328
CWM, LLC 1610.00%0.11%0.18%Q3 2015Q3 202328
LBMC INVESTMENT ADVISORS, LLC 28280.09%0.59%1.20%Q4 2016Q3 202328
STATE STREET CORP 28280.00%0.00%0.01%Q4 2016Q3 202328
Miracle Mile Advisors, LLC 28280.04%0.65%2.02%Q4 2016Q3 202328
Empirical Finance, LLC 28280.00%0.14%0.30%Q4 2016Q3 202328
NATIXIS ADVISORS, L.P. 2520.12%0.26%0.53%Q2 2015Q3 202327
Cornerstone Advisory, LLC 27270.04%0.29%0.98%Q1 2017Q3 202327
VICTORY CAPITAL MANAGEMENT INC 27270.00%0.20%0.74%Q1 2017Q3 202327
WATERS PARKERSON & CO., LLC 17100.02%0.08%0.19%Q2 2016Q3 202327
Stearns Financial Services Group 27270.02%0.08%0.14%Q1 2014Q3 202027
Connecticut Wealth Management, LLC 1510.24%0.64%2.88%Q3 2016Q3 202327
Parsec Financial Management, Inc. 27270.03%0.03%0.04%Q3 2016Q1 202327
Buffington Mohr McNeal 27270.26%0.31%0.36%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27276.00%9.11%12.22%Q2 2015Q4 202127
ZWJ INVESTMENT COUNSEL INC 27270.16%0.19%0.25%Q1 2017Q3 202327
Fusion Family Wealth LLC 27279.29%14.29%17.00%Q1 2017Q3 202327
RWA WEALTH PARTNERS, LLC 27270.02%0.06%0.11%Q1 2017Q3 202327
BRIGHTON JONES LLC 2610.06%0.18%0.34%Q3 2016Q3 202327
AJ WEALTH STRATEGIES, LLC 27274.07%5.92%7.42%Q4 2016Q2 202327
Abbrea Capital, LLC 2610.11%1.07%1.61%Q4 2016Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.07%0.28%0.69%Q4 2016Q3 202327
HERITAGE INVESTORS MANAGEMENT CORP 2610.02%0.12%0.32%Q2 2016Q3 202327
Pacific Center for Financial Services 2430.00%0.08%0.17%Q4 2016Q3 202327
Bryn Mawr Capital Management, LLC 2340.19%1.22%2.34%Q4 2016Q3 202327
Baltimore-Washington Financial Advisors, Inc. 2610.00%0.33%1.10%Q3 2015Q3 202327
QUADRANT CAPITAL GROUP LLC 27270.01%0.20%0.46%Q1 2017Q3 202327
Paracle Advisors, LLC 27278.20%9.68%11.55%Q3 2014Q1 202127
BECK MACK & OLIVER LLC 27270.03%0.04%0.04%Q1 2017Q3 202327
Darwin Wealth Management, LLC 1980.09%0.39%1.56%Q4 2016Q3 202327
Sandy Spring Bank 1980.00%0.02%0.05%Q4 2016Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2161.09%2.51%4.43%Q4 2016Q3 202327
Cerity Partners LLC 27270.18%2.66%9.68%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 27270.63%1.33%7.14%Q1 2017Q3 202327
THOMPSON SIEGEL & WALMSLEY LLC 27270.00%0.21%0.37%Q1 2017Q3 202327
Banco Santander, S.A. 2610.15%0.58%1.27%Q4 2016Q3 202327
Homrich & Berg 27270.07%0.22%0.66%Q1 2015Q3 202127
PETTYJOHN, WOOD & WHITE, INC 27270.09%0.53%1.03%Q1 2017Q3 202327
Freestone Capital Holdings, LLC 2250.01%0.93%2.07%Q1 2016Q3 202327
RKL Wealth Management LLC 2610.10%0.33%0.49%Q4 2016Q3 202327
AXA S.A. 2410.00%0.03%0.15%Q4 2013Q1 202327
DAVIS R M INC 27270.02%0.03%0.05%Q1 2017Q3 202327
Vantage Investment Partners, LLC 2510.01%0.62%2.87%Q1 2016Q1 202326
Sand Hill Global Advisors, LLC 2241.14%6.03%9.43%Q1 2017Q3 202326
S&T BANK/PA 26260.16%1.67%3.56%Q2 2017Q3 202326
NIPPON LIFE INSURANCE CO 2420.92%7.19%13.84%Q2 2014Q4 202026
CLIFFORD SWAN INVESTMENT COUNSEL LLC 26260.01%0.15%0.27%Q2 2017Q3 202326
BERKSHIRE ASSET MANAGEMENT LLC/PA 1550.02%0.12%0.51%Q3 2015Q3 202326
VOYA INVESTMENT MANAGEMENT LLC 1330.00%0.18%0.63%Q1 2015Q3 202326
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1970.16%0.61%2.11%Q4 2015Q3 202326
Kingsview Wealth Management, LLC 2060.12%0.48%0.94%Q1 2017Q3 202326
AMUSSEN HUNSAKER ASSOCIATES LLC 26260.06%0.48%1.53%Q2 2017Q3 202326
Itau Unibanco Holding S.A. 1740.01%7.57%35.64%Q3 2016Q3 202326
WEDBUSH SECURITIES INC 2210.03%4.51%14.70%Q3 2016Q3 202326
FCA CORP /TX 2510.10%0.13%0.16%Q3 2015Q1 202326
Kovack Advisors, Inc. 26260.11%0.64%1.12%Q2 2017Q3 202326
LAZARD ASSET MANAGEMENT LLC 2210.00%0.01%0.04%Q2 2014Q3 202326
JANUS HENDERSON GROUP PLC 26260.00%0.04%0.13%Q2 2017Q3 202326
GenWealth Group, Inc. 26260.22%3.32%6.56%Q2 2017Q3 202326
Acorns Advisers, LLC 20216.92%36.74%44.42%Q4 2016Q3 202326
Millburn Ridgefield Corp 26261.01%2.90%3.38%Q2 2017Q3 202326
Meridian Wealth Management, LLC 2240.11%0.35%0.89%Q1 2017Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.85%2.76%Q2 2017Q3 202326
Vivaldi Capital Management LP 2420.00%0.76%1.30%Q1 2017Q3 202326
Berkeley Capital Partners, LLC 1510.11%1.20%11.30%Q4 2015Q3 202326
Ausdal Financial Partners, Inc. 1610.06%0.19%0.37%Q4 2015Q3 202326
Hartford Financial Management Inc. 2510.01%0.09%0.14%Q1 2017Q3 202326
NWAM LLC 26260.05%0.15%0.36%Q2 2017Q3 202326
National Pension Service 2240.00%1.66%2.52%Q3 2014Q1 202126
Motley Fool Wealth Management, LLC 2060.12%0.28%0.69%Q1 2017Q3 202326
Bank of Italy 262621.76%24.21%26.41%Q4 2013Q1 202026
Hikari Power Ltd 26260.40%0.79%1.56%Q2 2017Q3 202326
GFS Advisors, LLC 15110.08%0.89%3.62%Q2 2016Q3 202326
Van Hulzen Asset Management, LLC 26260.05%0.15%0.39%Q2 2017Q3 202326
Capital Investment Advisors, LLC 2420.02%0.05%0.11%Q2 2017Q4 202326
Segment Wealth Management, LLC 26260.09%0.11%0.20%Q2 2017Q3 202326
Lenox Wealth Advisors, LLC 26260.01%0.05%0.10%Q4 2015Q1 202226
Stratford Consulting, LLC 26260.57%0.77%1.06%Q4 2013Q1 202026
Catalyst Capital Advisors LLC 26260.62%2.22%2.87%Q2 2017Q3 202326
Kistler-Tiffany Companies, LLC 2510.32%1.93%5.94%Q4 2013Q2 202326
Drexel Morgan & Co. 26260.11%0.24%0.30%Q4 2014Q1 202126
DEARBORN PARTNERS LLC 1230.01%0.07%0.15%Q4 2013Q3 202325
REGENTATLANTIC CAPITAL LLC 1710.00%2.50%11.19%Q4 2014Q3 202225
EP Wealth Advisors, LLC 1870.00%0.14%0.29%Q2 2017Q3 202325
Mosaic Family Wealth, LLC 25250.03%0.10%0.24%Q4 2015Q4 202125
Grove Bank & Trust 25250.72%5.14%8.44%Q3 2017Q3 202325
Truepoint, Inc. 13120.02%0.15%0.35%Q4 2016Q3 202325
Crestwood Advisors Group, LLC 2310.01%0.25%0.49%Q2 2016Q3 202325
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1870.12%6.82%16.74%Q1 2016Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.39%0.83%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.05%0.34%Q2 2017Q2 202325
TIAA, FSB 25250.06%0.91%1.44%Q2 2017Q2 202325
LANDAAS & CO /WI /ADV 25251.24%2.02%2.45%Q3 2017Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.12%0.70%1.08%Q4 2013Q4 201925
WELCH CAPITAL PARTNERS LLC/NY 25251.14%27.87%41.43%Q3 2017Q3 202325
MEEDER ASSET MANAGEMENT INC 1870.04%0.13%0.34%Q3 2016Q4 202225
OAKWOOD CAPITAL MANAGEMENT LLC/CA 25250.10%0.25%0.55%Q2 2015Q2 202125
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2410.00%0.60%0.91%Q1 2017Q3 202325
Court Place Advisors, LLC 25250.10%0.14%0.19%Q3 2016Q3 202225
SUNTRUST BANKS INC 24240.00%0.13%0.30%Q4 2013Q3 201925
Westside Investment Management, Inc. 1510.00%0.02%0.09%Q4 2016Q3 202325
Klingman & Associates, LLC 25250.14%0.32%0.48%Q3 2017Q3 202325
Norway Savings Bank 25250.03%0.03%0.04%Q4 2016Q4 202225
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.25%0.64%0.99%Q3 2014Q3 202325
TIEDEMANN ADVISORS, LLC 1830.03%0.56%4.87%Q1 2017Q3 202325
FIRST FINANCIAL CORP /IN/ 25250.19%7.07%12.44%Q3 2017Q3 202325
FIRST MERCHANTS CORP 25250.26%0.74%1.34%Q3 2017Q3 202325
THOMPSON DAVIS & CO., INC. 1780.01%1.42%3.11%Q3 2014Q3 202325
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 25250.03%0.04%0.08%Q1 2015Q1 202125
Traynor Capital Management, Inc. 2410.14%0.31%0.53%Q1 2016Q3 202325
PROFFITT & GOODSON INC 25250.50%4.40%7.73%Q3 2017Q3 202325
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 25250.00%2.88%5.11%Q3 2017Q3 202325
Johnson Financial Group, Inc. 25250.00%0.03%0.09%Q3 2017Q3 202325
Larson Financial Group LLC 24240.00%3.16%6.51%Q4 2017Q3 202325
SVA Wealth Management, LLC 25250.21%0.34%0.50%Q4 2014Q4 202025
Water Oak Advisors LLC 25256.93%32.40%44.54%Q3 2014Q3 202025
Westwind Capital 25250.04%0.06%0.10%Q4 2017Q4 202325
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2050.04%6.31%24.72%Q4 2015Q3 202325
C M BIDWELL & ASSOCIATES LTD 24240.20%3.15%5.12%Q4 2017Q3 202324
Clark Capital Management Group, Inc. 24240.01%0.01%0.04%Q4 2017Q3 202324
Texas Yale Capital Corp. 24240.08%0.12%0.20%Q4 2017Q3 202324
Acropolis Investment Management, LLC 242412.22%16.05%19.60%Q4 2017Q3 202324
FARMERS TRUST CO 24240.08%0.09%0.10%Q4 2017Q3 202324
Arlington Partners LLC 24240.03%0.93%1.93%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.69%1.07%1.44%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.09%2.28%6.23%Q4 2017Q3 202324
Cadence Bank 24240.04%0.60%1.43%Q4 2017Q3 202324
Dakota Wealth Management 24240.12%0.45%1.01%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.03%0.51%1.53%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.02%0.05%0.13%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.11%1.71%8.37%Q4 2017Q3 202324
Clearstead Trust, LLC 1130.00%0.09%0.62%Q2 2017Q3 202324
Intercontinental Wealth Advisors, LLC 24240.11%0.24%0.50%Q3 2017Q2 202324
Ironsides Asset Advisors, LLC 24240.10%0.87%2.58%Q4 2017Q3 202324
Parisi Gray Wealth Management 24249.03%12.77%18.97%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.06%0.60%1.95%Q3 2017Q3 202324
Cypress Wealth Services, LLC 24241.36%1.96%2.65%Q4 2017Q3 202324
EVERGREEN CAPITAL MANAGEMENT LLC 24240.19%0.35%0.53%Q4 2017Q3 202324
GIRARD PARTNERS LTD. 1590.04%0.16%0.49%Q4 2016Q3 202324
Alta Advisers Ltd 20413.13%23.75%30.51%Q4 2016Q3 202324
Manning & Napier Group, LLC 24240.60%0.74%0.92%Q4 2017Q3 202324
Private Ocean, LLC 24240.01%0.04%0.12%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 1590.05%0.08%0.11%Q3 2017Q3 202324
McCollum Christoferson Group LLC 24240.57%0.81%1.08%Q4 2017Q3 202324
SHEPHERD KAPLAN KROCHUK, LLC 24240.19%0.54%1.38%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.34%0.95%1.27%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.10%1.25%2.36%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.97%1.84%2.92%Q4 2017Q3 202324
Tarbox Family Office, Inc. 24240.05%0.08%0.10%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.10%0.23%0.43%Q4 2017Q3 202324
IFG Advisory, LLC 24242.25%3.12%4.49%Q4 2017Q3 202324
Greenwich Wealth Management LLC 1680.02%0.30%0.60%Q4 2014Q3 202324
Stordahl Capital Management, Inc. 242418.10%21.64%24.03%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.13%0.52%2.78%Q4 2017Q3 202324
FIDUCIENT ADVISORS LLC 24243.69%12.46%47.87%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.07%0.62%1.03%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.27%0.47%0.99%Q4 2017Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 24241.22%2.07%2.84%Q4 2017Q3 202324
Mangham Associates,LLC 242424.86%58.86%79.36%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.16%0.28%0.39%Q4 2017Q3 202324
Santori & Peters, Inc. 24240.13%0.24%0.58%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.12%1.07%1.87%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.37%0.92%1.27%Q4 2017Q3 202324
CNB Bank 24240.03%0.15%0.48%Q4 2017Q3 202324
Rossmore Private Capital 24241.06%1.38%1.60%Q4 2017Q3 202324
Stokes Capital Advisors, LLC 24240.09%0.71%3.36%Q4 2017Q3 202324
1834 INVESTMENT ADVISORS CO 24240.05%0.24%1.36%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.15%0.62%4.81%Q4 2017Q3 202324
Aveo Capital Partners, LLC 1110.09%0.61%0.88%Q4 2016Q3 202324
Integrated Wealth Concepts LLC 24240.30%0.56%0.87%Q4 2017Q3 202324
TRUST CO OF VIRGINIA /VA 24240.03%0.08%0.11%Q4 2017Q3 202324
Private Wealth Group, LLC 24240.97%1.35%2.16%Q4 2017Q3 202324
ZEKE CAPITAL ADVISORS, LLC 24240.04%0.11%0.27%Q1 2017Q4 202224
Lutz Financial Services LLC 24245.82%8.28%10.64%Q4 2017Q3 202324
Personal Capital Advisors Corp 2310.02%0.03%0.09%Q4 2015Q4 202224
WEALTHCARE CAPITAL MANAGEMENT LLC 1510.00%0.04%0.10%Q4 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.67%0.80%0.98%Q4 2017Q3 202324
HARBOR ADVISORY CORP /MA/ 24242.26%3.70%5.71%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.00%0.99%2.03%Q4 2017Q3 202324
COLDSTREAM CAPITAL MANAGEMENT INC 2040.02%1.04%3.58%Q3 2017Q3 202324
Newman Dignan & Sheerar, Inc. 24240.02%0.79%3.18%Q4 2017Q3 202324
Advanced Asset Management Advisors Inc 24247.08%8.63%11.20%Q4 2017Q3 202324
HoyleCohen, LLC 24240.31%0.54%1.02%Q4 2017Q3 202324
BOSTON ADVISORS LLC 24240.02%0.10%0.37%Q4 2013Q3 201924
CENTAURUS FINANCIAL, INC. 24240.16%0.51%1.38%Q4 2017Q3 202324
Barrett Asset Management, LLC 24240.02%0.07%0.09%Q2 2016Q1 202224
Virtu Financial LLC 1210.02%1.56%5.35%Q4 2013Q1 202324
Valmark Advisers, Inc. 24240.04%6.91%8.81%Q4 2017Q3 202324
BB&T SECURITIES, LLC 24240.01%0.22%0.55%Q4 2013Q3 201924
Venturi Wealth Management, LLC 1450.02%0.98%7.88%Q1 2016Q3 202324
Ayalon Insurance Comp Ltd. 2111.09%2.02%2.82%Q1 2016Q3 202324
CreativeOne Wealth, LLC 23230.09%0.18%0.41%Q1 2018Q3 202323
OXFORD FINANCIAL GROUP, LTD. LLC 23230.62%1.29%1.95%Q1 2018Q3 202323
Geller Advisors LLC 23230.28%31.21%41.34%Q1 2018Q3 202323
RPg Family Wealth Advisory, LLC 1510.01%0.34%1.90%Q4 2015Q3 202323
WHITE MOUNTAINS ADVISORS LLC 2216.74%13.78%53.86%Q4 2014Q3 202023
Coyle Financial Counsel LLC 23232.99%3.80%4.95%Q1 2018Q3 202323
TAIYO LIFE INSURANCE CO 23238.80%21.79%30.96%Q1 2018Q3 202323
Douglass Winthrop Advisors, LLC 23230.02%0.02%0.02%Q1 2018Q3 202323
Hikari Tsushin, Inc. 1230.76%2.08%3.13%Q3 2017Q3 202323
WESCAP Management Group, Inc. 23230.37%1.25%2.00%Q1 2018Q3 202323
Varma Mutual Pension Insurance Co 1940.45%10.95%23.80%Q4 2017Q3 202323
Blue Edge Capital, LLC 23230.08%0.46%0.76%Q1 2018Q3 202323
RFG Advisory, LLC 23230.15%0.56%1.42%Q1 2018Q3 202323
CALTON & ASSOCIATES, INC. 23230.04%0.40%1.01%Q4 2017Q2 202323
Lee Financial Co 12110.00%0.05%0.22%Q4 2016Q3 202323
Ironwood Financial, llc 1540.00%0.04%0.14%Q4 2014Q3 202323
CHILTON CAPITAL MANAGEMENT LLC 2120.00%0.25%0.43%Q3 2013Q3 202323
FINANCIAL CONSULATE, INC 23230.12%0.24%0.38%Q1 2018Q3 202323
Patten Group, Inc. 13100.00%0.05%0.10%Q4 2015Q3 202323
HOWE & RUSLING INC 1910.00%0.03%0.15%Q3 2015Q3 202323
Azimuth Capital Management LLC 23230.02%0.12%0.21%Q3 2016Q1 202223
TAURUS ASSET MANAGEMENT, LLC 23230.05%0.06%0.16%Q1 2018Q3 202323
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 23230.04%0.13%0.24%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.22%0.32%0.45%Q4 2017Q2 202323
CAPE COD FIVE CENTS SAVINGS BANK 1580.09%0.13%0.19%Q1 2015Q3 202323
Keystone Financial Group 2120.97%1.78%2.44%Q4 2017Q3 202323
Mascoma Wealth Management LLC 12110.10%0.43%0.91%Q4 2016Q3 202323
Dana Investment Advisors, Inc. 2010.03%0.15%0.39%Q4 2016Q3 202323
MGO ONE SEVEN LLC 2120.07%1.22%2.62%Q4 2017Q3 202323
Prime Capital Investment Advisors, LLC 2210.06%0.18%0.39%Q4 2017Q3 202323
SIMON QUICK ADVISORS, LLC 2210.03%0.29%0.82%Q4 2017Q3 202323
HM PAYSON & CO 1850.00%0.11%1.98%Q4 2017Q3 202323
Stelac Advisory Services LLC 23230.10%1.00%2.79%Q1 2018Q3 202323
Aries Wealth Management 1760.33%0.47%0.63%Q4 2017Q3 202323
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23230.00%0.35%0.92%Q1 2018Q3 202323
Global Trust Asset Management, LLC 23230.00%0.01%0.06%Q1 2018Q3 202323
PVG ASSET MANAGEMENT CORP 1312.67%6.42%11.17%Q3 2016Q3 202323
JT Stratford LLC 12110.09%0.53%1.47%Q1 2017Q3 202323
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 23230.34%5.23%11.47%Q1 2018Q3 202323
Doyle Wealth Management 23230.04%0.15%0.33%Q1 2017Q3 202223
DeGreen Capital Management LLC 23230.24%9.79%13.11%Q1 2016Q3 202123
LAKE STREET ADVISORS GROUP, LLC 1580.47%2.60%4.72%Q4 2017Q3 202323
VAUGHAN DAVID INVESTMENTS LLC/IL 23230.01%0.03%0.08%Q4 2017Q2 202323
Alpha Cubed Investments, LLC 21210.00%0.36%1.41%Q3 2018Q3 202323
PRUDENTIAL PLC 2030.01%0.04%0.09%Q1 2016Q4 202123
PRUDENTIAL FINANCIAL INC 23230.00%0.03%0.09%Q1 2018Q3 202323
ROTHSCHILD INVESTMENT LLC /IL 2210.03%0.13%0.50%Q1 2015Q3 202323
River Wealth Advisors LLC 23230.18%0.30%0.55%Q1 2018Q3 202323
Bray Capital Advisors 23230.08%0.75%1.30%Q1 2018Q3 202323
Apriem Advisors 1430.02%0.09%0.16%Q4 2013Q3 202323
Covenant Multifamily Offices, LLC 2120.07%0.27%0.80%Q2 2015Q3 202123
Wells Trecaso Financial Group, LLC 23230.21%0.34%0.47%Q1 2018Q3 202323
Legacy Private Trust Co. 23230.06%0.66%4.61%Q1 2018Q3 202323
Avondale Wealth Management 23232.27%7.12%23.22%Q1 2018Q3 202323
Pinion Investment Advisors, LLC 23231.25%5.36%20.12%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.38%0.80%1.35%Q1 2018Q3 202323
WESTWOOD HOLDINGS GROUP INC 22220.00%0.01%0.01%Q2 2018Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 22220.04%0.24%0.49%Q2 2018Q3 202322
PLANNING DIRECTIONS INC 1480.44%0.67%0.80%Q1 2018Q3 202322
Carlton Hofferkamp & Jenks Wealth Management, LLC 1910.13%0.29%0.56%Q4 2017Q3 202322
YorkBridge Wealth Partners, LLC 1660.00%0.17%0.49%Q1 2017Q4 202222
VAN ECK ASSOCIATES CORP 1810.00%0.14%0.31%Q3 2014Q3 202322
BOSTON FAMILY OFFICE LLC 22220.03%0.10%0.23%Q2 2018Q3 202322
Osborn Williams & Donohoe LLC 22220.04%0.09%0.13%Q4 2014Q1 202022
Certified Advisory Corp 11110.08%0.23%0.43%Q4 2017Q3 202322
SEGALL BRYANT & HAMILL, LLC 1660.03%0.04%0.06%Q4 2017Q2 202322
BROWN BROTHERS HARRIMAN & CO 2110.00%0.03%0.10%Q1 2017Q3 202322
StoneX Group Inc. 1930.08%2.74%8.54%Q2 2017Q3 202322
Violich Capital Management, Inc. 22220.06%0.20%0.26%Q2 2018Q3 202322
TRUST CO OF VERMONT 2110.03%0.14%0.24%Q4 2016Q3 202322
Stewardship Financial Advisors, LLC 22222.48%10.65%14.71%Q4 2015Q1 202122
GABLES CAPITAL MANAGEMENT INC. 22220.01%0.17%0.47%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.08%0.23%0.54%Q2 2018Q3 202322
Andesa Financial Management Inc. 22220.16%1.06%3.20%Q4 2017Q1 202322
PFG Advisors 1750.20%0.79%1.33%Q4 2017Q3 202322
Stonehage Fleming Financial Services Holdings Ltd 1410.02%0.20%0.56%Q4 2014Q3 202322
BAR HARBOR TRUST SERVICES 2020.00%0.23%0.50%Q4 2013Q2 202222
FORT PITT CAPITAL GROUP, LLC 22220.03%0.06%0.08%Q2 2018Q3 202322
Fieldpoint Private Securities, LLC 22220.39%1.66%5.78%Q1 2017Q2 202222
RAYMOND JAMES TRUST N.A. 22221.31%1.93%2.61%Q2 2018Q3 202322
Wilshire Advisors LLC 222212.09%15.84%28.02%Q4 2015Q1 202122
BHK Investment Advisors, LLC 2020.40%0.47%0.54%Q4 2017Q2 202322
Capital Advantage, Inc. 1570.14%0.47%1.53%Q3 2015Q1 202122
ARROW FINANCIAL CORP 22220.01%6.24%13.91%Q2 2018Q3 202322
COOPER/HAIMS ADVISORS, LLC 22220.18%0.95%1.46%Q2 2018Q3 202322
AllSquare Wealth Management LLC 22220.04%0.04%0.05%Q2 2018Q3 202322
WASHINGTON TRUST Co 22220.00%0.94%2.56%Q2 2018Q3 202322
WoodTrust Financial Corp 1480.10%0.19%0.40%Q1 2018Q3 202322
SignalPoint Asset Management, LLC 1410.09%0.66%2.06%Q4 2013Q3 202322
BAILARD, INC. 22220.01%0.19%0.91%Q2 2018Q3 202322
Columbus Macro, LLC 22220.06%1.67%2.66%Q2 2018Q3 202322
TEXAS CAPITAL BANCSHARES INC/TX 22224.54%20.67%32.97%Q2 2018Q3 202322
HL FINANCIAL SERVICES LLC 22220.02%0.11%0.29%Q4 2013Q1 201922
ATLAS CAPITAL ADVISORS LLC 22220.08%0.19%0.37%Q2 2018Q3 202322
BRIDGES INVESTMENT MANAGEMENT INC 22220.03%0.06%0.08%Q2 2018Q3 202322
Crewe Advisors LLC 21210.00%0.52%1.51%Q3 2018Q3 202321
CONNING INC. 21210.12%0.52%0.96%Q3 2018Q3 202321
Sawyer & Company, Inc 2010.03%0.36%0.94%Q4 2017Q3 202321
JNBA Financial Advisors 1210.00%0.03%0.13%Q3 2016Q3 202321
Hilltop Holdings Inc. 2010.07%0.31%0.79%Q1 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.04%1.20%2.53%Q2 2018Q2 202321
Vectors Research Management, LLC 21211.35%4.52%10.08%Q3 2018Q3 202321
Essex Financial Services, Inc. 1650.08%0.31%0.52%Q2 2016Q3 202321
Roundview Capital LLC 1920.03%1.50%3.30%Q3 2017Q3 202321
Diversified Portfolios, Inc. 1910.12%0.16%0.23%Q3 2017Q3 202321
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 2010.00%5.52%11.79%Q3 2014Q3 202321
Northstar Group, Inc. 21210.09%1.47%2.42%Q3 2018Q3 202321
STERLING INVESTMENT MANAGEMENT, LLC 21210.16%0.46%0.90%Q3 2018Q3 202321
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1110.01%4.74%23.03%Q1 2017Q3 202321
Signature Financial Management, Inc. 21210.38%2.78%5.35%Q4 2013Q4 201821
E&G Advisors, LP 21210.42%0.48%0.59%Q3 2018Q3 202321
Perennial Advisors, LLC 1510.01%0.15%0.72%Q2 2017Q3 202321
CULBERTSON A N & CO INC 21210.19%0.33%0.39%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.60%1.68%2.64%Q4 2018Q4 202321
Rampart Investment Management Company, LLC 21210.06%9.75%48.23%Q2 2015Q2 202021
GRIMES & COMPANY, INC. 1380.01%0.05%0.15%Q4 2017Q3 202321
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 21210.15%0.27%0.45%Q4 2013Q4 201821
Main Management LLC 21210.02%0.04%0.06%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.19%0.47%0.88%Q3 2018Q3 202321
First City Capital Management, Inc. 1470.18%0.50%0.87%Q2 2018Q3 202321
DAIDO LIFE INSURANCE CO 1472.31%15.92%33.08%Q4 2016Q2 202221
Covington Capital Management 21210.01%0.02%0.09%Q3 2017Q3 202221
Parkside Advisors LLC 21210.63%2.59%4.42%Q4 2018Q4 202321
BBR PARTNERS, LLC 21210.07%1.35%3.49%Q3 2018Q3 202321
PHILADELPHIA TRUST CO 1380.01%0.25%0.92%Q2 2015Q3 202321
Pinnacle Bancorp, Inc. 2010.05%1.37%4.38%Q1 2017Q3 202321
Clear Perspective Advisors, LLC 21210.10%6.02%12.39%Q4 2016Q4 202121
Heritage Trust Co 1380.03%0.33%1.22%Q1 2017Q3 202321
Balentine LLC 21210.12%0.35%0.48%Q3 2018Q3 202321
SCHRODERS IS Ltd 2010.49%30.22%73.09%Q1 2017Q2 202221
Norinchukin Bank, The 1420.46%2.03%5.35%Q3 2015Q2 202221
McGuire Investment Group, LLC 21210.17%0.22%0.30%Q3 2018Q3 202321
Ironwood Wealth Management, LLC. 2010.00%0.03%0.06%Q3 2017Q3 202321
Stonebridge Capital Advisors LLC 1150.01%0.04%0.10%Q3 2015Q3 202321
Canton Hathaway, LLC 21210.07%4.64%8.78%Q3 2018Q3 202321
Cannell & Co. 2010.01%0.02%0.14%Q1 2017Q3 202321
American Trust Investment Advisors, LLC 21210.18%0.60%0.92%Q1 2017Q1 202221
Hamilton Capital, LLC 1920.01%0.20%0.59%Q4 2017Q1 202321
Csenge Advisory Group 1740.01%0.30%0.60%Q4 2017Q3 202321
Verity Asset Management, Inc. 850.26%5.21%11.81%Q1 2017Q3 202321
Wealthspire Advisors, LLC 20206.84%10.70%16.79%Q4 2018Q3 202320
ARCADIA INVESTMENT MANAGEMENT CORP/MI 20200.04%0.05%0.06%Q4 2018Q3 202320
UNIVEST FINANCIAL Corp 1556.35%6.86%7.22%Q3 2018Q3 202320
PRIVATE ASSET MANAGEMENT INC 20200.09%0.27%0.43%Q4 2018Q3 202320
MAI Capital Management 20200.02%0.08%0.16%Q4 2018Q3 202320
TODD ASSET MANAGEMENT LLC 20200.04%0.05%0.05%Q4 2018Q3 202320
WOODMONT INVESTMENT COUNSEL LLC 1510.00%0.18%0.42%Q2 2015Q3 202320
HYMAN CHARLES D 20200.33%0.38%0.44%Q4 2018Q3 202320
KANAWHA CAPITAL MANAGEMENT LLC 1640.02%0.04%0.09%Q3 2018Q3 202320
GARLAND CAPITAL MANAGEMENT INC 20200.01%0.02%0.02%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.10%0.44%0.66%Q4 2018Q3 202320
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 20200.09%0.62%2.42%Q4 2018Q3 202320
Rathbones Group PLC 20200.03%0.15%0.30%Q4 2018Q3 202320
Beaumont Financial Partners, LLC 1910.03%2.52%6.87%Q1 2014Q3 202220
Altavista Wealth Management, Inc. 20200.13%0.63%1.01%Q1 2017Q4 202120
Brouwer & Janachowski, LLC 20204.84%22.89%36.17%Q4 2016Q3 202120
Transamerica Financial Advisors, Inc. 950.00%0.13%0.57%Q4 2013Q3 202320
BRINKER CAPITAL INC 20200.17%0.57%0.88%Q3 2015Q2 202020
DFPG INVESTMENTS, LLC 20200.31%0.65%1.68%Q4 2018Q3 202320
BSW Wealth Partners 20200.53%1.16%1.74%Q4 2018Q3 202320
Weatherstone Capital Management 1460.17%9.93%26.76%Q1 2014Q1 201920
Angeles Investment Advisors, LLC 20205.20%23.71%48.06%Q4 2018Q3 202320
Advisory Alpha, LLC 20200.04%0.15%0.42%Q4 2018Q3 202320
Formidable Asset Management, LLC 1460.06%0.20%0.47%Q4 2014Q3 202320
Riverview Trust Co 20201.20%1.53%1.98%Q4 2018Q3 202320
Waldron Private Wealth LLC 20200.06%0.43%0.92%Q4 2018Q3 202320
B. Riley Wealth Management, Inc. 710.00%0.39%2.55%Q1 2014Q2 202220
Sullivan, Bruyette, Speros & Blaney, LLC 20200.02%0.08%0.20%Q2 2016Q1 202120
Fort Sheridan Advisors LLC 20200.21%0.35%0.59%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.09%0.13%0.28%Q4 2018Q3 202320
Sunbelt Securities, Inc. 20200.02%0.08%0.18%Q4 2018Q3 202320
Bison Wealth, LLC 20200.19%1.14%2.69%Q4 2018Q3 202320
MV CAPITAL MANAGEMENT, INC. 20200.03%0.11%0.17%Q4 2018Q3 202320
Lavaca Capital LLC 20200.07%0.27%0.54%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.19%0.52%1.42%Q4 2018Q3 202320
First PREMIER Bank 20200.40%0.47%0.62%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.04%0.09%0.18%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20205.55%6.94%11.50%Q4 2015Q3 202020
Cribstone Capital Management, LLC 1370.00%0.44%1.33%Q2 2016Q4 202220
Horan Securities, Inc. 860.01%0.27%0.97%Q2 2018Q3 202320
Edgehill Endowment Partners, LLC 20209.33%21.84%30.46%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.07%0.27%0.43%Q4 2018Q3 202320
NORTHWEST WEALTH MANAGEMENT, LLC 1550.05%0.71%1.66%Q1 2018Q3 202320
McAdam, LLC 1730.07%0.11%0.22%Q1 2018Q3 202320
GenTrust, LLC 1610.05%7.71%15.98%Q4 2016Q3 202320
CPWM, LLC 1510.05%0.66%1.21%Q4 2016Q3 202220
WP Advisors, LLC 1640.05%3.04%21.88%Q2 2018Q3 202320
Black Swift Group, LLC 20200.63%3.19%17.28%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.27%0.67%1.31%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20203.44%9.63%14.86%Q2 2017Q1 202220
Security National Bank 20200.30%0.89%2.76%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.16%0.33%0.88%Q4 2017Q4 202220
Northwest Capital Management Inc 1910.19%0.35%0.53%Q4 2017Q3 202320
Independence Bank of Kentucky 20200.14%1.28%2.96%Q4 2018Q3 202320
Sound Income Strategies, LLC 1910.00%0.05%0.10%Q1 2018Q3 202320
Elm Partners Management LLC 20200.80%3.00%5.59%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20203.07%4.64%6.02%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.04%0.15%0.22%Q4 2018Q3 202320
Cooper Financial Group 20200.10%0.15%0.22%Q4 2018Q3 202320
Essex Savings Bank 20200.58%1.05%1.78%Q4 2018Q3 202320
Next Capital Management LLC 20200.14%0.52%0.97%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20200.25%0.40%1.00%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.07%0.23%0.39%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.24%0.63%1.08%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20201.25%1.89%2.69%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20200.73%4.04%11.26%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.08%0.22%0.54%Q4 2018Q3 202320
Valtinson Bruner Financial Planning LLC 20200.17%0.41%0.60%Q4 2018Q3 202320
Hardy Reed LLC 202015.91%19.11%26.98%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20202.30%6.11%12.15%Q4 2018Q3 202320
WealthOne, LLC 20200.30%0.60%1.03%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.62%0.77%0.94%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.10%1.41%4.70%Q4 2018Q3 202320
ELEMENT POINTE ADVISORS, LLC 20202.92%5.08%6.77%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.30%0.61%1.15%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.34%0.69%1.57%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.04%0.09%0.24%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.81%1.01%1.30%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.63%1.28%2.32%Q4 2018Q3 202320
Paradigm Financial Partners, LLC 20200.06%0.22%0.38%Q4 2018Q3 202320
Financial Advisors, LLC 20200.11%0.16%0.21%Q4 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.93%1.56%2.21%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.37%0.77%1.14%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20207.69%16.04%22.74%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.78%4.07%6.47%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.17%0.23%0.36%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.36%1.13%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.05%0.22%0.39%Q4 2018Q3 202320
MA Private Wealth 20206.58%15.67%23.45%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.18%0.36%0.59%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.02%1.50%2.80%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20205.77%10.25%14.62%Q4 2018Q3 202320
Xcel Wealth Management, LLC 20200.94%1.20%1.66%Q4 2018Q3 202320
Archer Investment Corp 20200.02%0.33%0.53%Q4 2018Q3 202320
One Day In July LLC 20204.88%11.99%16.47%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.04%0.11%0.21%Q3 2017Q2 202220
American Portfolios Advisors 20200.04%0.47%0.78%Q4 2017Q3 202220
MARSHALL FINANCIAL GROUP INC /ADV 20200.90%3.02%5.31%Q4 2018Q3 202320
OGOREK ANTHONY JOSEPH /NY/ /ADV 20200.00%0.02%0.17%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.58%1.07%2.62%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.85%1.19%2.20%Q1 2016Q4 202020
PANAGORA ASSET MANAGEMENT INC 1730.00%0.00%0.01%Q2 2017Q2 202320
COMERICA SECURITIES,INC. 19190.31%0.50%0.84%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.17%0.36%0.77%Q4 2018Q3 202319
Executive Wealth Management, LLC 1630.01%0.04%0.06%Q4 2018Q3 202319
TimeScale Financial, Inc. 19190.01%0.24%1.24%Q4 2018Q2 202319
Realta Investment Advisors 19190.14%0.29%0.42%Q1 2019Q3 202319
Disciplina Capital Management LLC 19190.56%2.13%6.84%Q1 2019Q3 202319
Ellevest, Inc. 19190.02%0.08%0.15%Q1 2019Q3 202319
BANK OF NOVA SCOTIA 1210.00%0.13%0.54%Q3 2014Q3 202319
Ellis Investment Partners, LLC 19190.08%0.27%0.49%Q1 2019Q3 202319
CIBC BANK USA 1540.08%0.64%1.74%Q4 2013Q4 201919
INVERNESS COUNSEL LLC /NY/ 19190.05%0.13%1.05%Q1 2018Q3 202219
New England Private Wealth Advisors LLC 19190.51%0.92%1.41%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.07%0.17%Q1 2019Q3 202319
TORONTO DOMINION BANK 1410.00%0.01%0.02%Q4 2014Q3 202319
CAPITAL ADVISORS INC/OK 1810.03%0.04%0.07%Q4 2018Q3 202319
Busey Bank 19190.04%0.12%0.28%Q1 2019Q3 202319
MOODY NATIONAL BANK TRUST DIVISION 19190.00%0.28%1.12%Q1 2019Q3 202319
Madrona Financial Services, LLC 19190.21%2.29%7.79%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.06%0.72%4.26%Q1 2019Q3 202319
APPLETON PARTNERS INC/MA 1040.02%0.03%0.07%Q1 2017Q4 202319
Wall Capital Group, Inc. 19191.37%49.71%73.75%Q2 2018Q4 202219
Private Capital Group, LLC 19190.86%1.93%2.45%Q4 2017Q2 202219
RATIONAL ADVISORS LLC 1540.03%1.27%2.18%Q1 2018Q3 202319
Summit Trail Advisors, LLC 1227.92%18.24%35.08%Q4 2017Q3 202319
Sequoia Financial Advisors, LLC 19190.02%0.08%0.13%Q1 2019Q3 202319
Altium Wealth Management LLC 191911.34%12.70%14.58%Q4 2017Q2 202219
RDA Financial Network 19190.12%0.24%0.31%Q1 2019Q3 202319
RIVER GLOBAL INVESTORS LLP 1330.15%2.14%6.83%Q4 2014Q4 201919
TSFG, LLC 19190.07%0.13%0.28%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.11%1.91%5.14%Q1 2019Q3 202319
ROOSEVELT INVESTMENT GROUP LLC 1630.03%0.72%5.89%Q2 2016Q3 202219
Sepio Capital, LP 19194.28%8.27%13.47%Q1 2019Q3 202319
Bishop & Co Investment Management, LLC 19190.53%1.21%2.77%Q1 2019Q3 202319
Sowell Financial Services LLC 1130.09%1.75%4.21%Q3 2018Q3 202319
Weaver Consulting Group 19190.38%0.86%1.09%Q1 2019Q3 202319
GW HENSSLER & ASSOCIATES LTD 820.04%0.07%0.10%Q2 2018Q3 202319
BINGHAM OSBORN & SCARBOROUGH LLC 19190.02%0.06%0.08%Q1 2017Q3 202119
Intellectus Partners, LLC 1180.02%0.33%0.71%Q4 2016Q3 202319
HARTFORD INVESTMENT MANAGEMENT CO 19190.01%0.06%0.18%Q4 2013Q2 201819
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.06%0.08%Q3 2018Q3 202319
Accredited Investors Inc. 1140.05%0.10%0.15%Q2 2018Q3 202319
Graves Light Lenhart Wealth, Inc. 19190.08%0.15%0.22%Q1 2019Q3 202319
PRW Wealth Management LLC 1630.10%1.16%17.62%Q4 2018Q3 202319
Chesley Taft & Associates LLC 1450.03%0.08%0.17%Q4 2016Q3 202319
MACQUARIE GROUP LTD 19190.00%0.06%0.20%Q1 2019Q3 202319
Enterprise Bank & Trust Co 19190.14%1.33%5.25%Q1 2019Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.13%0.30%0.76%Q1 2019Q3 202319
Hall Kathryn A. 19190.73%5.03%15.13%Q1 2019Q3 202319
Schoolcraft Capital LLC 19192.82%3.96%5.05%Q1 2019Q3 202319
Arkos Global Advisors 1450.07%3.00%12.10%Q4 2018Q3 202319
Financial Sense Advisors, Inc. 1720.14%11.66%17.48%Q4 2016Q3 202319
Evolution Wealth Advisors, LLC 1630.20%0.90%2.51%Q4 2018Q3 202319
UMB Bank, n.a. 19190.01%0.04%0.09%Q1 2019Q3 202319
PARK NATIONAL CORP /OH/ 19190.02%0.11%0.21%Q2 2019Q4 202319
SRS Capital Advisors, Inc. 1020.01%0.06%0.24%Q3 2018Q3 202319
People's United Financial, Inc. 1310.00%0.02%0.05%Q3 2015Q1 202218
Reitz Capital Advisors LLC 18180.25%0.53%0.81%Q1 2019Q2 202318
Baker Avenue Asset Management, LP 1080.01%0.04%0.06%Q3 2018Q3 202318
WEATHERLY ASSET MANAGEMENT L. P. 18180.03%0.06%0.08%Q2 2019Q3 202318
RMB Capital Management, LLC 18180.01%0.03%0.06%Q2 2019Q3 202318
TAP Consulting, LLC 1710.41%1.27%3.92%Q1 2019Q3 202318
Insight Wealth Strategies, LLC 18180.05%0.07%0.13%Q2 2019Q3 202318
GRIFFIN ASSET MANAGEMENT, INC. 18180.06%0.12%0.19%Q2 2019Q3 202318
Virtue Capital Management, LLC 1410.03%2.18%5.86%Q4 2017Q3 202318
HNP Capital LLC 18180.06%4.14%9.02%Q4 2018Q1 202318
Continuum Advisory, LLC 1440.13%0.60%1.99%Q1 2017Q3 202318
FIFTH THIRD SECURITIES, INC. 812.39%4.06%6.52%Q1 2016Q3 202318
Dorsey & Whitney Trust CO LLC 18180.13%0.52%0.97%Q2 2019Q3 202318
Aptus Capital Advisors, LLC 18180.01%0.23%0.71%Q2 2019Q3 202318
Winfield Associates, Inc. 1350.01%0.20%0.39%Q4 2014Q1 202218
HARVEST CAPITAL MANAGEMENT INC 18186.44%8.13%9.24%Q1 2015Q2 201918
KORNITZER CAPITAL MANAGEMENT INC /KS 18180.02%0.04%0.05%Q2 2019Q3 202318
PRINCIPAL FINANCIAL GROUP INC 1260.00%0.01%0.01%Q4 2018Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.31%0.69%0.89%Q1 2019Q3 202318
VALLEY WEALTH MANAGERS, INC. 1110.01%0.02%0.06%Q2 2016Q3 202318
Sound View Wealth Advisors Group, LLC 18180.45%0.91%1.43%Q2 2019Q3 202318
Heritage Wealth Advisors 18180.01%0.02%0.03%Q2 2019Q3 202318
Harvest Fund Management Co., Ltd 1350.01%0.16%0.32%Q2 2017Q1 202218
DELTA ASSET MANAGEMENT LLC/TN 1440.00%0.00%0.01%Q3 2018Q3 202318
Telos Capital Management, Inc. 18180.04%0.08%0.22%Q2 2019Q3 202318
SII INVESTMENTS INC/WI 17170.00%1.36%2.97%Q4 2013Q4 201718
Financial Insights, Inc. 1610.20%0.28%0.35%Q4 2018Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1350.00%0.00%0.01%Q1 2018Q3 202318
Global Strategic Investment Solutions, LLC 18180.12%0.39%0.59%Q2 2019Q3 202318
KCM INVESTMENT ADVISORS LLC 810.02%0.08%0.23%Q2 2015Q3 202318
MFA WEALTH ADVISORS, LLC 18180.21%0.37%0.62%Q1 2018Q2 202218
CENTRAL BANK & TRUST CO 18180.10%0.14%0.28%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.03%0.43%2.18%Q4 2018Q3 202318
Leonard Rickey Investment Advisors P.L.L.C. 18180.34%0.53%0.70%Q2 2019Q3 202318
FLC Capital Advisors 1260.09%0.39%4.60%Q4 2018Q2 202318
Ashburton (Jersey) Ltd 1080.10%0.71%1.23%Q1 2019Q3 202318
BOENNING & SCATTERGOOD, INC. 18180.07%0.31%0.44%Q3 2018Q4 202218
Titus Wealth Management 1260.25%0.34%0.55%Q4 2017Q2 202218
Transform Wealth, LLC 18180.06%1.12%5.74%Q2 2019Q3 202318
SP Asset Management 18180.08%0.14%0.29%Q2 2018Q3 202218
AMERICAN CENTURY COMPANIES INC 1440.00%0.01%0.01%Q1 2019Q3 202318
SVB WEALTH LLC 18180.06%0.48%1.07%Q2 2019Q3 202318
PEAK6 Investments LLC 660.00%0.01%0.04%Q2 2022Q3 202318
Country Club Trust Company, n.a. 18180.03%0.04%0.06%Q3 2017Q4 202118
ZACKS INVESTMENT MANAGEMENT 1210.01%0.02%0.03%Q2 2016Q3 202318
CX Institutional 1310.00%0.03%0.18%Q3 2018Q3 202318
Family Management Corp 18180.00%0.02%0.16%Q2 2019Q3 202318
Farmers & Merchants Trust Co of Long Beach 18180.21%0.27%0.48%Q2 2019Q3 202318
Hanson & Doremus Investment Management 1610.00%0.18%0.26%Q2 2018Q3 202318
Redhawk Wealth Advisors, Inc. 18180.03%2.58%5.50%Q2 2019Q3 202318
Edge Wealth Management LLC 1510.00%0.03%0.15%Q1 2017Q4 202218
Bragg Financial Advisors, Inc 1430.01%0.05%0.27%Q4 2018Q3 202317
Quadrant Private Wealth Management, LLC 740.09%0.29%0.78%Q1 2018Q3 202317
Physician Wealth Advisors, Inc. 17170.34%0.55%1.04%Q3 2019Q3 202317
Regal Investment Advisors LLC 1010.04%0.46%1.06%Q3 2018Q3 202317
Capital Bank & Trust Co 17170.01%0.02%0.07%Q2 2017Q2 202117
Sutton Wealth Advisors Inc. 17170.05%1.92%6.07%Q3 2019Q3 202317
Sage Capital Advisors,llc 1430.12%0.42%1.13%Q2 2019Q3 202317
Jordan Park Group LLC 1070.02%1.32%3.77%Q4 2017Q3 202217
Twin Tree Management, LP 510.04%0.36%1.67%Q3 2019Q3 202217
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1250.01%0.27%0.51%Q3 2016Q4 202017
BFSG, LLC 980.06%0.29%0.68%Q2 2019Q3 202317
MidWestOne Financial Group, Inc. 1340.08%0.38%0.73%Q2 2019Q3 202317
Capital Analysts, LLC 1610.00%0.02%0.17%Q2 2015Q3 202317
CIBC Asset Management Inc 17171.10%1.25%1.41%Q3 2019Q3 202317
Ledyard National Bank 1160.00%0.03%0.04%Q3 2017Q3 202317
Gratus Capital, LLC 1510.06%0.19%0.40%Q4 2018Q3 202317
NorthRock Partners, LLC 17170.08%0.28%0.53%Q3 2019Q3 202317
Tolleson Wealth Management, Inc. 1250.18%0.28%0.35%Q4 2018Q3 202317
Corient Capital Partners, LLC 1020.05%0.12%0.57%Q3 2016Q3 202217
Sterling Capital Management LLC 17170.20%1.48%4.85%Q3 2015Q3 201917
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.51%1.51%Q3 2019Q3 202317
Prestige Wealth Management Group LLC 1250.00%0.05%0.22%Q4 2018Q3 202317
Leith Wheeler Investment Counsel Ltd. 17170.85%1.94%5.10%Q4 2019Q4 202317
Kovitz Investment Group Partners, LLC 1610.02%0.13%0.46%Q4 2018Q3 202317
Trexquant Investment LP 1520.01%0.13%0.37%Q2 2019Q3 202317
BLUE SQUARE ASSET MANAGEMENT, LLC 17170.22%9.33%17.24%Q3 2019Q3 202317
TD Ameritrade Trust Co 17172.06%5.80%9.13%Q1 2015Q1 201917
King Wealth Management Group 1340.05%0.07%0.15%Q1 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.02%0.17%Q4 2018Q3 202317
Strategic Blueprint, LLC 17170.04%0.70%1.70%Q3 2019Q3 202317
Advocacy Wealth Management Services, LLC 1610.00%6.59%13.81%Q4 2016Q3 202317
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 910.25%5.85%12.11%Q2 2015Q3 202317
TOTH FINANCIAL ADVISORY CORP 1610.00%0.13%0.30%Q4 2018Q3 202317
DENVER INVESTMENT ADVISORS LLC 17170.06%0.11%0.16%Q1 2014Q1 201817
Avion Wealth 17170.04%7.26%14.73%Q3 2019Q3 202317
Robertson Stephens Wealth Management, LLC 17170.27%5.34%7.17%Q3 2019Q3 202317
Charles Schwab Trust Co 17172.49%5.96%10.50%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.22%0.26%0.31%Q3 2019Q3 202317
Shulman DeMeo Asset Management LLC 940.08%0.10%0.28%Q1 2019Q3 202317
EVOKE WEALTH, LLC 17171.69%2.94%6.80%Q3 2019Q3 202317
Mitsubishi UFJ Asset Management Co., Ltd. 17170.01%0.20%0.69%Q3 2019Q3 202317
IFC Holdings Incorporated/FL 17170.10%0.26%0.82%Q4 2013Q4 201717
Apexium Financial, LP 1611.09%3.60%12.86%Q4 2018Q3 202317
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 1610.02%0.04%0.18%Q2 2019Q3 202317
Clear Creek Financial Management, LLC 1070.39%1.04%8.93%Q2 2019Q3 202317
Magnus Financial Group LLC 1160.03%0.63%6.80%Q4 2018Q3 202317
Beacon Harbor Wealth Advisors, Inc. 1340.13%5.93%10.11%Q2 2019Q3 202317
SHAKER INVESTMENTS LLC/OH 17170.16%0.26%0.36%Q3 2019Q3 202317
CAMBRIDGE TRUST CO 17170.01%0.06%0.12%Q3 2019Q3 202317
Legal & General Group Plc 1250.00%0.00%0.02%Q3 2016Q3 202317
Pacifica Partners Inc. 17170.08%0.12%0.15%Q4 2019Q4 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 17170.41%0.60%0.78%Q3 2018Q3 202217
Principal Street Partners, LLC 1340.15%0.31%0.51%Q2 2019Q3 202317
Cordasco Financial Network 17170.00%0.01%0.02%Q2 2018Q2 202217
FineMark National Bank & Trust 17170.02%0.05%0.13%Q3 2019Q3 202317
Richard P Slaughter Associates Inc 17170.16%0.22%0.24%Q4 2019Q4 202317
Wellington Shields Capital Management, LLC 830.04%0.34%1.52%Q4 2014Q3 202317
CITY HOLDING CO 1430.00%0.03%0.06%Q4 2016Q3 202317
GSB Wealth Management, LLC 17170.34%0.92%2.10%Q3 2019Q3 202317
Daiwa SB Investments Ltd. 17170.00%0.43%1.22%Q1 2015Q1 201917
Winthrop Advisory Group LLC 1610.08%0.14%0.22%Q4 2018Q3 202317
MACKAY SHIELDS LLC 17172.19%3.41%6.46%Q1 2018Q1 202217
Horizon Kinetics 17170.00%0.12%0.34%Q4 2014Q4 201817
Ferris Capital, LLC 1510.01%0.26%0.54%Q2 2017Q1 202216
Columbia Asset Management 710.04%0.13%0.59%Q3 2018Q3 202316
FIRST MIDWEST BANK TRUST DIVISION 16160.06%0.15%0.19%Q1 2018Q4 202116
Bank of Marin 16162.76%4.00%4.82%Q4 2019Q3 202316
Oldfather Financial Services, LLC 161620.23%22.94%24.70%Q4 2019Q3 202316
CVA Family Office, LLC 16162.18%4.09%6.92%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.67%0.82%1.12%Q4 2019Q3 202316
Bay Harbor Wealth Management, LLC 970.00%0.17%0.52%Q4 2018Q3 202316
Meridian Wealth Advisors, LLC 1410.04%0.18%0.71%Q4 2018Q3 202316
Resonant Capital Advisors, LLC 16160.31%0.65%1.12%Q4 2019Q3 202316
ERn Financial, LLC 16160.87%1.24%2.14%Q4 2019Q3 202316
Detalus Advisors, LLC 16161.88%2.73%3.47%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.20%0.27%0.40%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.52%0.83%1.01%Q4 2019Q3 202316
Round Table Services, LLC 1150.16%0.29%0.49%Q1 2015Q3 202216
Private Wealth Strategies, L.L.C. 16161.14%1.78%5.65%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.16%0.66%1.12%Q4 2018Q3 202216
CBIZ Investment Advisory Services, LLC 16160.02%2.95%45.71%Q4 2019Q3 202316
Princeton Portfolio Strategies Group LLC 1410.09%0.38%0.68%Q3 2015Q2 202116
Monterey Private Wealth, Inc. 16160.52%1.35%3.22%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.15%0.26%0.87%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.03%0.07%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.11%0.41%Q4 2019Q3 202316
Providence Capital Advisors, LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.05%0.33%0.95%Q3 2017Q2 202116
Ken Stern & Associates, Inc. 16160.15%4.09%13.96%Q4 2014Q3 201816
Equitable Holdings, Inc. 16160.88%1.25%1.54%Q4 2019Q3 202316
Marotta Asset Management 1331.51%2.09%3.64%Q4 2019Q4 202316
NATIONAL PLANNING CORP 16160.03%0.07%0.15%Q4 2013Q3 201716
360 Financial, Inc. 16160.15%0.28%0.51%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.15%0.23%0.36%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.35%0.59%0.73%Q4 2013Q3 201716
Visionary Wealth Advisors 16160.21%0.53%1.38%Q4 2019Q3 202316
GFG Capital, LLC 16162.65%7.25%29.84%Q4 2019Q3 202316
Financial Advisory Group 16160.10%13.72%18.22%Q4 2019Q3 202316
Paragon Wealth Strategies, LLC 820.12%5.41%12.82%Q3 2019Q4 202316
Sunburst Financial Group, LLC 16162.95%5.07%7.34%Q4 2019Q3 202316
Retirement Planning Group, LLC 16160.62%5.25%10.45%Q4 2019Q3 202316
PrairieView Partners, LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
Claraphi Advisory Network, LLC 16160.25%0.86%2.44%Q1 2019Q4 202216
HighMark Wealth Management LLC 16160.00%0.24%1.40%Q4 2019Q3 202316
RETIREMENT INCOME SOLUTIONS, INC 16160.26%0.36%0.46%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.05%0.08%0.14%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.28%2.69%3.69%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.01%0.13%0.40%Q4 2019Q3 202316
Brown Advisory Securities, LLC 910.04%0.21%0.89%Q3 2017Q2 202216
Knights of Columbus Asset Advisors LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Avenir Corp 16160.06%0.07%0.08%Q4 2019Q3 202316
ROBERTS GLORE & CO INC /IL/ 16160.09%0.24%0.42%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.07%0.15%0.27%Q4 2019Q3 202316
RB Capital Management, LLC 880.05%1.22%3.15%Q4 2016Q3 202316
Linscomb & Williams, Inc. 16160.05%0.09%0.13%Q4 2019Q3 202316
WEALTHFRONT Corp 16160.00%0.46%0.63%Q4 2014Q3 201816
Arkadios Wealth Advisors 16160.03%0.26%1.72%Q4 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 1010.11%0.24%0.48%Q4 2018Q4 202316
Gateway Advisory, LLC 1410.04%0.44%1.57%Q1 2017Q3 202316
Trinity Legacy Partners, LLC 1240.08%0.55%1.05%Q3 2019Q3 202316
Chesapeake Wealth Management 16160.13%0.15%0.18%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.33%0.73%1.14%Q4 2019Q3 202316
Fortis Advisors, LLC 1420.00%0.02%0.04%Q1 2017Q3 202316
Cranbrook Wealth Management, LLC 16160.06%0.07%0.10%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.76%2.54%4.19%Q4 2019Q3 202316
Brio Consultants, LLC 1420.08%2.21%7.96%Q3 2019Q3 202316
Gleason Group, Inc. 161619.57%21.49%23.82%Q4 2019Q3 202316
SILVERCREST ASSET MANAGEMENT GROUP LLC 1010.00%0.03%0.27%Q4 2018Q3 202316
Asset Allocation & Management Company, LLC 16163.35%6.68%13.17%Q4 2019Q3 202316
HCR Wealth Advisors 1060.02%0.04%0.10%Q3 2019Q3 202316
Reliant Wealth Planning 161612.68%21.01%27.57%Q4 2019Q3 202316
Chicago Capital, LLC 16160.01%0.09%0.24%Q4 2019Q3 202316
LexAurum Advisors, LLC 16160.09%0.17%0.24%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 161615.43%19.41%22.92%Q4 2019Q3 202316
EPIQ Capital Group, LLC 16160.16%0.53%1.56%Q4 2019Q3 202316
Oxbow Advisors, LLC 1510.11%0.32%2.64%Q4 2018Q3 202316
BRAVE ASSET MANAGEMENT INC 16160.20%3.16%4.96%Q4 2019Q3 202316
Gainplan LLC 16162.22%7.07%22.10%Q4 2019Q3 202316
REILLY FINANCIAL ADVISORS, LLC 16160.00%0.05%0.11%Q1 2018Q4 202116
Aufman Associates Inc 161615.10%20.82%24.09%Q4 2019Q3 202316
Secure Asset Management, LLC 16161.72%4.39%8.67%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.27%0.93%1.55%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.24%0.56%1.32%Q4 2019Q3 202316
Probabilities Fund Management, LLC 883.98%15.73%24.36%Q4 2017Q4 202116
IAG Wealth Partners, LLC 16160.02%0.05%0.20%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 161618.78%22.39%28.53%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 161617.80%20.82%31.58%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.10%0.16%0.24%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.79%1.11%1.32%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.06%1.03%1.64%Q4 2019Q3 202316
Vestmark Advisory Solutions, Inc. 1420.02%0.18%0.37%Q2 2019Q2 202316
MADISON INVESTMENT HOLDINGS INC 16160.02%0.02%0.02%Q4 2014Q3 201816
AMG National Trust Bank 16160.16%1.29%1.97%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.05%0.88%2.38%Q4 2019Q3 202316
Liquid Strategies, LLC 161625.38%49.76%66.24%Q4 2019Q3 202316
MANNING & NAPIER ADVISORS LLC 16160.01%0.10%0.55%Q4 2013Q3 201716
Kathmere Capital Management, LLC 16160.06%0.10%0.17%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.34%0.44%0.54%Q4 2019Q3 202316
Summit Financial Strategies, Inc. 1060.17%0.58%0.76%Q3 2019Q3 202316
Empire Life Investments Inc. 16160.12%0.59%1.34%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.00%1.83%5.65%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.16%0.38%0.81%Q4 2019Q3 202316
Column Capital Advisors, LLC 16161.95%5.77%8.99%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.26%0.66%0.96%Q4 2019Q3 202316
First Personal Financial Services 16160.00%0.03%0.16%Q3 2016Q2 202016
STEPH & CO 161616.03%18.86%22.29%Q4 2019Q3 202316
Avestar Capital, LLC 970.03%0.09%0.68%Q4 2017Q3 202316
Center for Financial Planning, Inc. 161611.14%25.80%34.37%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.03%0.34%1.78%Q4 2019Q3 202316
Consolidated Planning Corp 16160.10%0.26%1.04%Q4 2019Q3 202316
Tradewinds Capital Management, LLC 16160.03%0.12%0.27%Q4 2019Q3 202316
Carlson Capital Management 1240.02%0.07%0.16%Q4 2018Q3 202316
Sharkey, Howes & Javer 1150.02%0.35%2.32%Q4 2016Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.33%0.41%0.97%Q4 2018Q3 202316
Astoria Strategic Wealth, Inc. 16160.17%0.43%3.92%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16160.36%1.00%1.73%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.39%0.62%1.10%Q4 2019Q3 202316
Salomon & Ludwin, LLC 16160.02%4.01%7.48%Q4 2019Q3 202316
WASHINGTON TRUST BANK 1420.00%0.02%0.08%Q4 2015Q4 202216
ICONIQ Capital, LLC 16160.02%0.05%0.13%Q4 2019Q3 202316
ROCKY MOUNTAIN ADVISERS, LLC 16160.04%1.49%3.12%Q4 2019Q3 202316
Resource Management, LLC 1240.04%0.08%0.11%Q4 2017Q4 202116
Biltmore Family Office, LLC 16160.56%1.22%3.28%Q4 2019Q3 202316
Berkshire Hathaway 16160.01%0.01%0.01%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16161.89%4.90%5.90%Q4 2019Q3 202316
Crumly & Associates Inc. 15151.23%3.53%9.66%Q1 2020Q3 202315
AlphaStar Capital Management, LLC 15150.19%0.61%0.94%Q1 2020Q3 202315
Ilmarinen Mutual Pension Insurance Co 730.15%0.40%1.32%Q3 2019Q3 202315
Pinnacle Advisory Group, Inc. 630.03%0.14%0.33%Q1 2015Q1 202115
AdvicePeriod, LLC 15150.28%4.15%10.77%Q4 2017Q2 202115
Stokes & Hubbell Capital Management, LLC 15151.15%1.65%2.31%Q3 2015Q1 201915
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15150.64%7.01%12.04%Q1 2020Q3 202315
American Investment Services, Inc. 15150.14%0.58%0.80%Q1 2020Q3 202315
Professional Financial Advisors, LLC 1414.93%8.17%12.41%Q4 2019Q3 202315
Hubbell Strickland Wealth Management, LLC 15150.24%0.81%1.16%Q1 2020Q3 202315
Tranquility Partners, LLC 15150.28%1.10%1.38%Q1 2020Q3 202315
IFG Advisors, LLC 15150.40%1.96%5.42%Q1 2020Q3 202315
Arden Trust Co 1410.00%2.14%5.91%Q1 2020Q4 202315
Beacon Financial Advisory LLC 1410.18%0.67%1.00%Q4 2019Q3 202315
CERTUITY, LLC 15150.20%0.35%0.78%Q1 2020Q3 202315
KFA Private Wealth Group, LLC 1320.48%0.62%1.07%Q4 2019Q3 202315
Adero Partners, LLC 1410.99%6.63%26.25%Q4 2019Q3 202315
First Citizens Financial Corp 1320.36%0.94%1.39%Q4 2019Q3 202315
Marks Group Wealth Management, Inc 1410.04%0.28%0.51%Q4 2019Q3 202315
Stonebridge Financial Planning Group, LLC 15150.38%0.78%0.98%Q1 2020Q3 202315
BALDWIN BROTHERS LLC/MA 710.00%0.01%0.02%Q2 2018Q4 202315
FORTE CAPITAL LLC /ADV 1410.06%0.12%0.19%Q1 2017Q3 202315
Ameraudi Asset Management, Inc. 15159.21%11.45%17.56%Q1 2020Q3 202315
Lion Street Advisors, LLC 1050.48%2.11%5.92%Q4 2019Q3 202315
Optas, LLC 15155.98%9.77%12.70%Q1 2020Q3 202315
DRW Securities, LLC 310.03%0.34%1.39%Q1 2016Q3 202315
MOULTON WEALTH MANAGEMENT, INC 1410.43%5.84%9.65%Q4 2019Q3 202315
Frisch Financial Group, Inc. 15151.32%2.35%5.78%Q1 2020Q3 202315
CapWealth Advisors, LLC 15150.04%0.08%0.09%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.12%0.23%0.62%Q4 2019Q3 202315
HIGHLAND CAPITAL MANAGEMENT, LLC 1320.00%0.03%0.04%Q2 2015Q3 202315
MADDEN SECURITIES Corp 1410.36%0.45%0.54%Q4 2019Q3 202315
BRR OpCo, LLC 15150.08%0.12%0.20%Q1 2019Q3 202215
ADVISORY RESEARCH INC 15150.10%0.40%0.66%Q1 2020Q3 202315
Circle Wealth Management, LLC 15150.06%0.31%0.36%Q1 2020Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 15150.03%0.04%0.07%Q1 2020Q3 202315
AMI INVESTMENT MANAGEMENT INC 15151.46%1.87%2.75%Q1 2020Q3 202315
Capital Investment Services of America, Inc. 1410.02%0.04%0.06%Q4 2019Q3 202315
BRANDYWINE OAK PRIVATE WEALTH LLC 1410.01%0.04%0.06%Q4 2018Q3 202315
Claro Advisors LLC 1410.03%1.53%2.73%Q4 2018Q3 202315
Meridian Financial Partners LLC 1319.49%11.62%12.96%Q4 2018Q2 202315
Eudaimonia Partners, LLC 870.11%3.82%9.02%Q4 2019Q3 202315
Sequent Asset Management, LLC 15150.78%3.31%6.84%Q1 2020Q3 202315
Curtis Advisory Group, LLC 1410.11%0.19%0.42%Q4 2019Q3 202315
Souders Financial Advisors 15155.36%6.57%7.39%Q1 2020Q3 202315
Benchmark Financial Wealth Advisors, LLC 1050.12%0.18%0.22%Q4 2019Q3 202315
Full Sail Capital, LLC 15150.19%0.22%0.25%Q1 2020Q3 202315
FIRST INTERSTATE BANK 1010.02%0.08%0.15%Q4 2015Q3 202315
Wellspring Financial Advisors, LLC 15150.51%0.78%1.20%Q1 2020Q3 202315
Selective Wealth Management, Inc. 1110.01%8.65%28.32%Q3 2019Q4 202315
FIRST TRUST ADVISORS LP 1050.00%0.01%0.02%Q4 2018Q3 202215
WFG Advisors, LP 15150.01%0.27%1.36%Q4 2013Q2 201715
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 15150.63%0.97%1.31%Q1 2020Q3 202315
GM Advisory Group, LLC 15150.17%1.60%6.09%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.16%0.36%0.58%Q1 2020Q3 202315
O'Dell Group, LLC 1210.10%0.12%0.15%Q1 2019Q3 202315
Welch Group, LLC 15150.04%0.53%0.74%Q1 2020Q3 202315
Financial Gravity Asset Management, Inc. 510.00%0.05%0.13%Q1 2018Q3 202315
Palisade Asset Management, LLC 15150.25%0.32%0.36%Q1 2020Q3 202315
FIRST NATIONAL BANK SIOUX FALLS 15152.54%3.69%5.27%Q1 2020Q3 202315
HBW ADVISORY SERVICES LLC 1320.01%3.71%5.94%Q4 2019Q3 202315
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.09%Q2 2017Q3 202315
Aurora Private Wealth, Inc. 960.30%0.49%0.84%Q4 2019Q3 202315
Clearshares LLC 923.33%4.23%4.87%Q4 2017Q4 202115
SECURITY NATIONAL TRUST CO 15150.02%0.03%0.03%Q1 2018Q3 202115
IPG Investment Advisors LLC 830.05%0.10%0.24%Q1 2019Q3 202315
Abacus Planning Group, Inc. 15151.68%2.49%3.37%Q1 2020Q3 202315
BRADLEY FOSTER & SARGENT INC/CT 1310.01%0.04%0.09%Q2 2018Q3 202315
MASON STREET ADVISORS, LLC 15150.07%0.45%0.77%Q4 2013Q2 201715
Smart Money Group LLC 15150.20%1.50%3.74%Q1 2020Q3 202315
WEST PACES ADVISORS INC. 15152.94%5.28%6.68%Q1 2020Q3 202315
Verdence Capital Advisors LLC 1410.06%0.23%1.45%Q4 2018Q3 202315
Fairfield University 8733.60%45.62%54.85%Q2 2018Q3 202315
Portland Global Advisors LLC 15150.15%0.24%0.28%Q1 2020Q3 202315
Franklin, Parlapiano, Turner & Welch, LLC 15150.99%3.97%15.84%Q1 2020Q3 202315
CFO4Life Group, LLC 15156.46%9.05%12.19%Q1 2020Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.18%0.57%1.00%Q1 2017Q3 202015
ACCESS FINANCIAL SERVICES, INC. 1410.12%0.67%4.22%Q4 2018Q3 202315
Invst, LLC 15150.05%0.09%0.14%Q1 2020Q3 202315
Dai-ichi Life Insurance Company, Ltd 1230.62%1.43%3.24%Q2 2017Q1 202115
Ziegler Capital Management, LLC 15150.12%0.27%0.33%Q1 2020Q3 202315
Covenant Asset Management, LLC 910.05%0.11%0.14%Q4 2016Q3 202315
Apella Capital, LLC 1230.11%0.24%0.52%Q1 2020Q4 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.21%0.59%Q1 2020Q3 202315
SigFig Wealth Management, LLC 1320.07%0.90%1.43%Q4 2019Q3 202315
Kohmann Bosshard Financial Services, LLC 15150.20%0.50%0.74%Q1 2020Q3 202315
PARTNERS CAPITAL INVESTMENT GROUP, LLP 15151.63%6.77%21.42%Q1 2020Q3 202315
Armor Investment Advisors, LLC 1210.06%0.18%0.27%Q1 2019Q3 202315
RGT Wealth Advisors, LLC 870.13%0.28%0.52%Q3 2016Q3 202215
Advisor Group, Inc. 15151.00%2.33%3.20%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15151.24%1.45%1.77%Q1 2020Q3 202315
Triton Wealth Management, PLLC 15150.29%0.72%1.52%Q1 2020Q3 202315
Wealthquest Corp 1410.15%0.43%1.15%Q4 2019Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.04%0.34%Q1 2020Q3 202315
INVESTMENT CENTERS OF AMERICA INC 15150.09%2.59%35.67%Q2 2014Q4 201715
Highland Private Wealth Management 15150.08%3.77%4.76%Q1 2019Q3 202215
Lee Financial Group Hawaii, Inc. 14140.50%15.87%26.03%Q2 2020Q3 202314
WASHBURN CAPITAL MANAGEMENT, INC. 14140.53%0.68%1.67%Q2 2020Q3 202314
BCS Wealth Management 714.14%7.43%9.08%Q4 2019Q3 202314
Bay Rivers Group 14140.31%1.17%4.07%Q2 2020Q3 202314
Mizuho Bank, Ltd. 616.08%13.98%49.90%Q1 2018Q3 202314
McKinley Carter Wealth Services, Inc. 1210.03%0.07%0.12%Q1 2018Q3 202314
INTRUST BANK NA 141410.43%15.02%16.98%Q2 2020Q3 202314
Sather Financial Group Inc 1310.06%0.08%0.10%Q2 2019Q3 202314
Verus Financial Partners, Inc. 14140.05%0.36%1.96%Q2 2020Q3 202314
BURNS J W & CO INC/NY 14140.05%0.10%0.16%Q2 2020Q3 202314
New England Professional Planning Group Inc. 610.22%0.47%0.62%Q1 2015Q4 202214
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 14144.35%19.66%56.78%Q2 2020Q3 202314
YHB Investment Advisors, Inc. 1310.08%0.40%0.52%Q4 2013Q3 202314
NORTH STAR ASSET MANAGEMENT INC 1210.02%0.66%1.93%Q3 2018Q3 202314
PDS Planning, Inc 14140.17%0.22%0.28%Q2 2020Q3 202314
Alaska Permanent Fund Corp 1220.01%6.10%31.68%Q1 2020Q3 202314
British Airways Pensions Investment Management Ltd 141411.24%13.47%14.39%Q4 2017Q1 202114
HOWLAND CAPITAL MANAGEMENT LLC 14140.18%0.27%0.36%Q2 2020Q3 202314
TWO SIGMA SECURITIES, LLC 310.01%0.09%0.75%Q3 2017Q1 202314
Efficient Market Advisors, LLC 14148.86%11.02%14.86%Q4 2013Q1 201714
Harel Insurance Investments & Financial Services Ltd. 810.00%0.14%0.36%Q4 2017Q3 202314
MOSELEY INVESTMENT MANAGEMENT INC 860.13%0.33%0.53%Q1 2019Q3 202314
COZAD ASSET MANAGEMENT INC 14140.35%0.47%0.56%Q2 2020Q3 202314
Wakefield Asset Management LLLP 14141.78%2.00%2.26%Q2 2020Q3 202314
SCHNIEDERS CAPITAL MANAGEMENT LLC 14140.09%0.11%0.14%Q2 2020Q3 202314
BURKE & HERBERT BANK & TRUST CO 14140.34%0.44%0.55%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Zuckerman Investment Group, LLC 14140.07%0.64%0.91%Q2 2020Q3 202314
Financial Engines Advisors L.L.C. 14140.00%0.00%0.00%Q2 2020Q3 202314
FormulaFolio Investments, LLC 14140.02%0.04%0.08%Q1 2018Q2 202114
Bell Bank 14143.70%4.53%5.47%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.42%0.67%1.00%Q4 2019Q3 202314
Private Advisory Group LLC 14140.77%2.25%3.21%Q2 2020Q3 202314
Annex Advisory Services, LLC 14140.03%0.03%0.04%Q2 2020Q3 202314
Brightworth 14140.04%0.06%0.10%Q2 2019Q3 202214
Krilogy Financial LLC 1010.00%0.02%0.04%Q2 2017Q1 202314
CONNABLE OFFICE INC 14140.84%1.01%1.16%Q2 2020Q3 202314
Gerber Kawasaki Wealth & Investment Management 1210.05%0.08%0.11%Q4 2019Q3 202314
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14140.13%0.18%0.25%Q2 2020Q3 202314
PagnatoKarp Partners LLC 14140.15%0.31%0.78%Q4 2016Q1 202014
Ridgewood Investments LLC 14140.76%1.89%2.44%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.11%0.93%2.23%Q1 2017Q2 202014
NATIXIS 1010.00%0.12%0.17%Q4 2018Q2 202314
DeDora Capital, Inc. 710.05%5.68%7.37%Q4 2019Q3 202314
Icon Wealth Partners, LLC 860.03%0.06%0.10%Q4 2017Q4 202114
FIDUCIARY COUNSELLING INC 1310.21%4.49%5.92%Q4 2017Q3 202314
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1310.00%0.08%0.42%Q4 2019Q3 202314
Eldridge Investment Advisors, Inc. 14140.11%0.13%0.15%Q2 2020Q3 202314
STRATEGY ASSET MANAGERS LLC 710.06%0.08%0.11%Q4 2019Q3 202314
GREENLEAF TRUST 14140.02%0.10%0.34%Q2 2020Q3 202314
Vigilare Wealth Management 1220.19%0.31%0.46%Q2 2020Q4 202314
OKABENA INVESTMENT SERVICES INC 14140.18%1.93%6.59%Q2 2020Q3 202314
Steigerwald, Gordon & Koch Inc. 1310.05%0.06%0.07%Q2 2018Q3 202314
RED CEDAR INVESTMENT MANAGEMENT, LLC 1220.05%1.17%1.92%Q1 2020Q3 202314
Platform Technology Partners 1040.49%0.79%1.11%Q1 2020Q3 202314
Tennessee Valley Asset Management Partners 910.07%0.12%0.22%Q4 2019Q3 202314
Retirement Group, LLC 1310.00%0.02%0.11%Q4 2019Q2 202314
EAGLE GLOBAL ADVISORS LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
MOGY JOEL R INVESTMENT COUNSEL INC 14140.03%0.03%0.03%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.02%0.04%0.09%Q2 2020Q3 202314
Stevard, LLC 950.88%7.86%22.83%Q1 2020Q3 202314
Southern Wealth Management, LLP 14140.15%3.68%5.71%Q4 2019Q1 202314
Taikang Asset Management (Hong Kong) Co Ltd 811.41%3.98%7.50%Q4 2017Q3 202314
FCG ADVISORS, LLC 770.06%0.11%0.24%Q1 2017Q3 202014
Costello Asset Management, INC 14140.02%0.02%0.04%Q2 2020Q3 202314
TOWNSQUARE CAPITAL LLC 1130.01%0.05%0.14%Q2 2019Q3 202314
CRA Financial Services, LLC 1310.09%0.13%0.17%Q4 2019Q3 202314
Citizens National Bank Trust Department 14140.17%0.22%0.38%Q2 2020Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 14140.87%2.04%5.68%Q4 2019Q1 202314
HERON FINANCIAL GROUP, LLC 1224.16%4.78%5.42%Q4 2019Q2 202314
Regent Peak Wealth Advisors LLC 14140.10%0.15%0.20%Q2 2020Q3 202314
HC Advisors, LLC 14140.43%0.56%0.72%Q2 2020Q3 202314
MSI Financial Services Inc 13130.24%0.41%0.55%Q4 2013Q4 201613
MATHER GROUP, LLC. 13130.01%0.07%0.37%Q3 2020Q3 202313
SouthState Corp 13130.00%0.00%0.01%Q3 2020Q3 202313
Employees Retirement System of Texas 710.01%2.72%7.07%Q1 2017Q3 202313
WealthPLAN Partners, LLC 510.01%0.04%0.07%Q4 2015Q4 202313
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13133.20%3.88%5.36%Q3 2020Q3 202313
Mader & Shannon Wealth Management, Inc. 10310.16%28.32%44.40%Q4 2015Q1 201913
Guidant Wealth Advisors 13131.66%3.14%5.88%Q3 2016Q3 201913
Hochman Cole Investment Advisors, Inc. 13130.15%0.51%0.84%Q3 2018Q3 202113
Financial Management Professionals, Inc. 1030.00%3.26%6.54%Q1 2020Q3 202313
Apollon Wealth Management, LLC 13130.10%0.84%1.31%Q3 2020Q3 202313
SteelPeak Wealth, LLC 1210.02%0.39%1.15%Q4 2019Q3 202313
Zurcher Kantonalbank (Zurich Cantonalbank) 1210.00%0.00%0.00%Q2 2015Q1 201913
InTrack Investment Management Inc 13132.81%4.34%6.08%Q4 2020Q4 202313
Advisor OS, LLC 1210.69%3.69%12.83%Q2 2020Q3 202313
Brinker Capital Investments, LLC 1010.00%0.14%0.23%Q4 2015Q4 202213
Providence Wealth Advisors, LLC 13130.32%0.47%0.60%Q1 2020Q1 202313
Front Row Advisors LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
Stegner Investment Associates Inc. 13133.05%3.44%3.68%Q3 2020Q3 202313
Stolper Co 1120.09%0.11%0.15%Q2 2020Q3 202313
Polaris Wealth Advisory Group, LLC 510.01%0.04%0.08%Q3 2017Q3 202313
CGN Advisors LLC 13130.13%0.41%0.86%Q4 2020Q4 202313
Pure Financial Advisors, LLC 13130.05%0.61%1.18%Q4 2020Q4 202313
Key FInancial Inc 1210.05%0.09%0.15%Q1 2020Q3 202313
Advisors Capital Management, LLC 1210.01%0.03%0.07%Q4 2018Q3 202313
IFS Advisors, LLC 13130.07%1.72%15.23%Q4 2020Q4 202313
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 1214.89%19.51%23.82%Q1 2015Q4 201813
Aureus Asset Management, LLC 710.02%0.05%0.13%Q1 2016Q3 202313
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 9417.39%34.51%55.34%Q1 2016Q3 202313
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 13134.88%5.73%7.04%Q3 2020Q3 202313
FOUNDERS FINANCIAL SECURITIES LLC 1210.09%0.31%0.71%Q1 2020Q3 202313
Hoese & Co LLP 13136.19%7.83%12.48%Q4 2020Q4 202313
NEW ENGLAND ASSET MANAGEMENT INC 910.02%0.33%1.79%Q4 2013Q3 202313
AMERICAN FINANCIAL GROUP INC 13130.04%0.06%0.11%Q3 2014Q3 201713
Phoenix Holdings Ltd. 610.04%0.15%0.72%Q4 2019Q3 202313
Windsor Creek Advisors, LLC 13130.24%0.37%1.25%Q4 2018Q4 202113
PAX Financial Group, LLC 13130.08%0.73%1.66%Q3 2020Q3 202313
McLean Asset Management Corp 13130.16%0.29%0.65%Q4 2020Q4 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.56%0.68%0.81%Q3 2020Q3 202313
First Ascent Asset Management, LLC 131311.29%13.49%15.29%Q3 2020Q3 202313
Lloyd Advisory Services, LLC. 13133.17%4.44%5.73%Q4 2019Q4 202213
DONALDSON CAPITAL MANAGEMENT, LLC 1120.01%0.02%0.03%Q2 2020Q3 202313
CORDA Investment Management, LLC. 13130.33%0.67%1.49%Q3 2020Q3 202313
Burleson & Company, LLC 13130.72%1.96%3.44%Q4 2019Q4 202213
NTV ASSET MANAGEMENT LLC 13130.04%0.07%0.09%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.18%0.26%0.36%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 13131.46%2.84%6.25%Q3 2020Q3 202313
Pflug Koory, LLC 13131.14%1.32%1.61%Q2 2020Q2 202313
S.A. Mason LLC 1210.11%0.76%1.02%Q4 2019Q3 202313
OLD DOMINION CAPITAL MANAGEMENT INC 13130.11%0.16%0.19%Q3 2018Q3 202113
LeJeune Puetz Investment Counsel LLC 13130.06%0.13%0.61%Q1 2020Q1 202313
Corundum Group, Inc. 13130.18%0.67%1.22%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 510.00%0.02%0.09%Q4 2015Q3 202313
TFC Financial Management, Inc. 13130.18%0.22%0.28%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.53%0.67%0.88%Q3 2020Q3 202313
NOTTINGHAM ADVISORS, INC. 13130.04%0.06%0.15%Q3 2020Q3 202313
Prostatis Group LLC 1210.20%2.33%11.48%Q4 2019Q2 202313
CATAWBA CAPITAL MANAGEMENT /VA 13130.06%0.09%0.12%Q2 2015Q2 201813
Elwood & Goetz Wealth Advisory Group, LLC 13131.21%4.44%12.54%Q3 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.02%0.16%0.30%Q3 2020Q3 202313
M. Kraus & Co 13130.07%0.12%0.17%Q3 2020Q3 202313
ORSER CAPITAL MANAGEMENT, LLC 920.16%0.52%0.77%Q2 2018Q3 202313
Leelyn Smith, LLC 13130.00%0.29%0.39%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.09%0.18%Q3 2020Q3 202313
Axiom Investment Management LLC 13130.12%0.52%0.85%Q4 2018Q4 202113
Faithward Advisors, LLC 1120.00%0.11%0.55%Q2 2020Q3 202313
Lehman & Derafelo Financial Resources LLC 13130.01%0.05%0.08%Q4 2019Q4 202213
Principle Wealth Partners LLC 1210.03%0.17%0.27%Q2 2020Q3 202313
OIKOS HOLDINGS LLC 12112.86%27.55%82.81%Q3 2019Q3 202313
Soundwatch Capital LLC 620.25%0.87%2.52%Q1 2020Q3 202313
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1210.12%0.56%0.84%Q4 2018Q4 202213
Callan Capital, LLC 810.06%0.13%0.19%Q3 2018Q3 202313
Daniels&Tansey,LLP 13130.51%19.15%23.44%Q3 2020Q3 202313
InterOcean Capital Group, LLC 12120.20%1.03%1.95%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.02%0.07%0.16%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.06%0.26%0.65%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.10%0.94%2.23%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.00%0.63%2.27%Q4 2020Q3 202312
Oak Harvest Investment Services 12126.46%7.82%9.31%Q4 2020Q3 202312
Global Endowment Management, LP 12120.29%0.77%1.61%Q4 2020Q3 202312
Centennial Wealth Advisory LLC 12120.16%0.43%1.19%Q4 2020Q3 202312
BANTA ASSET MANAGEMENT LP 121212.34%20.63%26.14%Q4 2020Q3 202312
Alaska Wealth Advisors 720.00%0.14%0.33%Q4 2017Q2 202312
Sugarloaf Wealth Management, LLC 12120.00%0.07%0.13%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.09%0.12%0.19%Q3 2020Q3 202312
Hemington Wealth Management 12120.88%1.02%1.15%Q4 2020Q3 202312
Accel Wealth Management 12120.26%0.48%0.78%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.97%1.04%1.14%Q4 2020Q3 202312
Nelson Capital Management, LLC 820.04%0.19%0.51%Q4 2018Q1 202212
Sage Mountain Advisors LLC 12124.92%6.36%8.69%Q4 2020Q3 202312
WILLIAMS JONES & ASSOCIATES LLC 12120.22%0.36%0.83%Q3 2016Q2 201912
WOLFF WIESE MAGANA LLC 12121.20%1.58%1.96%Q4 2020Q3 202312
Southern Farm Bureau Life Insurance 12125.88%16.41%20.78%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12122.44%3.16%4.20%Q4 2020Q3 202312
CHIRON CAPITAL MANAGEMENT, LLC 1110.14%0.24%0.35%Q3 2020Q3 202312
Signature Wealth Management Group 840.02%0.10%0.14%Q4 2017Q2 202312
Safir Wealth Advisors, LLC 121231.24%34.62%37.19%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12121.84%3.87%5.69%Q4 2020Q3 202312
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 930.12%0.17%0.28%Q4 2019Q4 202212
Virtu KCG Holdings LLC 910.01%0.02%0.08%Q4 2013Q1 201712
Goodwin Investment Advisory 12122.15%18.59%30.90%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12122.64%4.06%7.82%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.54%1.46%4.17%Q4 2020Q3 202312
TRUE Private Wealth Advisors 510.01%0.55%2.85%Q4 2017Q3 202312
Jackson Wealth Management, LLC 1021.05%2.55%3.80%Q2 2020Q3 202312
Human Investing LLC 1010.00%17.98%24.13%Q4 2019Q3 202312
BEAM WEALTH ADVISORS, INC. 12120.23%0.47%0.88%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
KLINGENSTEIN FIELDS & CO LP 12120.01%0.03%0.04%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.07%0.12%0.24%Q4 2020Q3 202312
Greytown Advisors Inc. 1020.40%0.82%1.30%Q4 2016Q3 202012
FLOW TRADERS U.S. LLC 310.02%0.74%3.56%Q2 2017Q2 202312
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 750.00%0.10%0.40%Q3 2020Q3 202312
Wolf Group Capital Advisors 840.17%0.43%0.58%Q2 2020Q3 202312
Procyon Advisors, LLC 930.09%0.19%0.52%Q4 2019Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.05%0.16%0.44%Q1 2019Q4 202112
MCDONALD PARTNERS LLC 12121.18%1.45%1.68%Q4 2020Q3 202312
Engrave Wealth Partners LLC 12120.82%8.50%13.45%Q4 2020Q3 202312
Ariel Investments 12120.05%0.18%0.47%Q4 2014Q3 201712
WEALTH ADVISORS, INC. 1020.20%0.29%0.35%Q4 2019Q3 202312
Systematic Alpha Investments, LLC 121210.44%21.32%26.16%Q4 2020Q3 202312
OSTERWEIS CAPITAL MANAGEMENT INC 12120.03%0.05%0.06%Q4 2020Q3 202312
Peak Asset Management, LLC 12120.09%0.37%0.59%Q4 2020Q3 202312
Summit Financial, LLC 12120.32%2.14%3.57%Q4 2020Q3 202312
Zeit Capital LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Belvedere Trading LLC 410.00%0.07%0.45%Q4 2021Q3 202312
Blume Capital Management, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.24%0.34%0.48%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 1110.02%0.04%0.06%Q2 2020Q3 202312
ASSET PLANNING CORPORATION 12124.02%5.13%6.43%Q4 2020Q3 202312
SYM FINANCIAL Corp 1110.00%0.03%0.15%Q4 2018Q3 202312
Inlet Private Wealth, LLC 1020.09%0.30%0.48%Q4 2019Q3 202312
First Bank & Trust 930.02%2.19%4.34%Q4 2019Q3 202312
TELEMUS CAPITAL, LLC 12120.02%0.04%0.07%Q4 2020Q3 202312
Bath Savings Trust Co 12120.09%0.16%0.25%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12121.31%2.24%3.35%Q4 2020Q3 202312
Graypoint LLC 12120.04%0.28%0.58%Q4 2020Q3 202312
HALL CAPITAL MANAGEMENT CO INC 1020.20%0.33%0.38%Q1 2019Q3 202312
Efficient Advisors, LLC 12121.30%4.78%7.29%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12121.02%2.70%3.84%Q4 2018Q3 202112
Golden State Wealth Management, LLC 930.13%0.34%0.86%Q1 2019Q1 202212
Carolina Wealth Advisors, LLC 1110.00%0.01%0.06%Q4 2019Q1 202312
Exeter Financial, LLC 12120.17%0.42%0.64%Q4 2020Q3 202312
Sageworth Trust Co of South Dakota 12120.07%1.03%5.13%Q4 2020Q3 202312
Triasima Portfolio Management inc. 12120.19%0.26%0.39%Q4 2020Q3 202312
Capital Advisors, Ltd. LLC 1110.00%0.02%0.03%Q1 2020Q3 202312
Waterfront Wealth Inc. 12121.39%2.07%3.46%Q4 2020Q3 202312
SkyOak Wealth, LLC 810.06%0.60%0.87%Q4 2019Q3 202312
Kinloch Capital, LLC 12120.67%1.89%2.69%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.09%0.18%0.32%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.04%0.50%1.16%Q4 2020Q3 202312
CWS Financial Advisors, LLC 840.15%3.88%6.05%Q3 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.22%0.32%0.49%Q4 2020Q3 202312
Bollard Group LLC 12120.00%0.13%0.22%Q4 2020Q3 202312
Seelaus Asset Management LLC 1010.16%0.25%0.33%Q2 2019Q2 202312
Spectrum Management Group, LLC 12120.01%0.01%0.02%Q4 2019Q3 202212
Ashford Advisors, LLC 12120.09%0.11%0.19%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12125.47%6.45%7.34%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.06%0.11%0.14%Q4 2020Q3 202312
Intelligence Driven Advisers, LLC 840.14%2.03%3.80%Q3 2020Q3 202312
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 12120.16%0.18%0.19%Q4 2020Q3 202312
Bordeaux Wealth Advisors LLC 12120.24%0.46%1.45%Q4 2020Q3 202312
High Pines Wealth Management, LLC 12127.67%11.29%13.77%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.48%0.64%0.75%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.58%0.76%1.08%Q4 2020Q3 202312
AVITY INVESTMENT MANAGEMENT INC. 12120.04%0.20%0.86%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12124.72%4.99%5.42%Q4 2020Q3 202312
KWB Wealth 12121.36%1.96%2.81%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12124.10%5.99%9.46%Q4 2020Q3 202312
EMC Capital Management 12120.24%15.45%19.42%Q4 2020Q3 202312
PROFESSIONAL ADVISORY SERVICES INC 12120.03%0.12%0.22%Q4 2020Q3 202312
Resolute Advisors LLC 12121.06%4.19%12.33%Q4 2020Q3 202312
CAHABA WEALTH MANAGEMENT, INC. 440.04%0.09%0.15%Q4 2017Q3 202312
Alamar Capital Management, LLC 12122.63%4.74%7.71%Q4 2020Q3 202312
AMERICAN NATIONAL BANK 710.01%0.23%0.55%Q4 2015Q3 202312
Kowal Investment Group, LLC 12120.09%0.18%0.42%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.46%1.39%3.35%Q4 2020Q3 202312
Redwood Investment Management, LLC 12120.43%0.93%1.53%Q4 2020Q3 202312
Curated Wealth Partners LLC 12120.20%0.66%1.53%Q4 2020Q3 202312
Stevens First Principles Investment Advisors 12120.00%0.00%0.00%Q3 2016Q2 201912
Wealth Dimensions Group, Ltd. 12120.22%0.29%0.40%Q4 2020Q3 202312
Compass Advisory Group LLC 12121.26%2.51%4.60%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
Strategic Wealth Partners, Ltd. 810.00%0.42%2.47%Q4 2017Q1 202312
Geneva Advisors, LLC 12120.01%0.05%0.19%Q3 2014Q2 201712
Sovereign Financial Group, Inc. 12120.13%1.32%2.88%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.08%0.10%0.11%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.45%0.57%0.85%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.23%0.31%0.46%Q4 2020Q3 202312
Oxler Private Wealth LLC 12122.09%4.65%7.98%Q4 2020Q3 202312
ADE, LLC 12129.61%12.79%14.92%Q4 2020Q3 202312
BCK Partners, Inc. 121225.25%27.72%31.16%Q4 2020Q3 202312
FOCUS Wealth Advisors, LLC 12120.81%1.49%2.14%Q4 2020Q3 202312
NewSquare Capital LLC 820.00%0.01%0.03%Q3 2017Q3 202312
Braun-Bostich & Associates Inc. 810.09%1.52%9.91%Q4 2018Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12126.68%8.02%9.33%Q4 2020Q3 202312
Wealth Architects, LLC 1110.09%0.11%0.14%Q4 2015Q3 202312
RFG HOLDINGS, INC. 12123.95%22.07%38.11%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12121.45%1.88%2.12%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12120.20%0.38%0.50%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.25%0.37%Q4 2020Q3 202312
Southland Equity Partners LLC 12124.01%4.74%5.75%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.20%1.00%1.65%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.76%5.73%12.84%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.12%0.13%0.14%Q4 2020Q3 202312
Veery Capital, LLC 12120.58%0.66%0.80%Q4 2020Q3 202312
Montis Financial, LLC 12120.27%0.40%0.54%Q4 2020Q3 202312
Renaissance Technologies 410.00%0.00%0.01%Q2 2018Q3 202312
Bluesphere Advisors, LLC 12121.82%2.19%3.05%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.09%0.13%0.17%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.01%0.61%1.46%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.29%0.37%0.53%Q4 2020Q3 202312
PALLADIUM PARTNERS LLC 840.02%0.04%0.09%Q2 2016Q1 202212
Tower View Wealth Management LLC 12120.04%0.28%0.57%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.31%0.61%0.86%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.27%0.48%0.68%Q4 2020Q3 202312
Intersect Capital LLC 12120.15%0.19%0.25%Q3 2019Q2 202212
Greenhouse Wealth Management, LLC 12125.88%6.49%7.09%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12121.67%15.30%22.74%Q1 2018Q4 202012
VESTOR CAPITAL, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.25%0.40%0.73%Q4 2020Q3 202312
Monument Capital Management 620.01%0.38%2.10%Q4 2017Q1 202212
Annapolis Financial Services, LLC 12121.68%2.19%2.57%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.26%1.69%2.49%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12126.35%8.11%11.35%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.18%1.13%2.56%Q4 2019Q3 202312
Avory & Company, LLC 12126.04%7.61%9.61%Q4 2020Q3 202312
FULTON BANK, N.A. 1110.03%0.07%0.37%Q2 2018Q4 202312
Laurel Wealth Planning LLC 12124.26%5.39%6.75%Q4 2020Q3 202312
Diversified, LLC 12120.32%1.07%2.65%Q4 2020Q3 202312
55I, LLC 720.07%1.14%2.00%Q2 2019Q3 202212
MARK SHEPTOFF FINANCIAL PLANNING, LLC 12120.02%0.04%0.04%Q2 2018Q1 202112
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.86%7.45%17.66%Q4 2020Q3 202312
American Family Insurance Mutual Holding Co 1110.09%2.12%4.62%Q3 2020Q3 202312
Timber Creek Capital Management LLC 1110.00%0.03%0.04%Q3 2016Q2 202312
ForthRight Wealth Management, LLC 121212.78%13.99%15.56%Q4 2020Q3 202312
Newport Wealth Strategies, Inc. 11111.71%2.30%4.15%Q1 2019Q3 202111
Fosun International Ltd 11110.23%0.33%0.57%Q2 2020Q4 202211
Indie Asset Partners, LLC 11110.21%0.50%1.27%Q4 2019Q2 202211
Live Your Vision, LLC 1010.00%0.01%0.01%Q3 2015Q1 201911
Northstar Advisory Group, LLC 830.81%1.14%2.41%Q4 2020Q3 202311
Americana Partners, LLC 610.06%0.31%0.62%Q4 2019Q3 202311
Ratio Wealth Group 925.60%6.89%8.15%Q4 2020Q3 202311
Watchman Group, Inc. 11110.29%0.73%1.00%Q3 2020Q1 202311
Donald L. Hagan, LLC 11110.19%0.34%0.46%Q1 2020Q3 202211
Applied Capital LLC 111113.71%16.10%18.10%Q1 2021Q3 202311
Foresight Wealth Management, LLC 11110.13%1.25%2.14%Q1 2020Q3 202211
TRUEWEALTH LLC 11110.12%0.15%0.34%Q4 2017Q2 202011
Fi3 FINANCIAL ADVISORS, LLC 11110.21%1.05%2.22%Q1 2021Q3 202311
Community Bank of Raymore 11110.08%0.10%0.14%Q1 2021Q3 202311
FIRST AMERICAN TRUST, FSB 810.04%0.16%0.81%Q4 2019Q3 202311
Pallas Capital Advisors LLC 11110.20%0.40%0.62%Q1 2021Q3 202311
Bedell Frazier Investment Counselling, LLC 11110.06%1.47%7.92%Q1 2021Q3 202311
BRYN MAWR TRUST Co 710.01%0.02%0.04%Q2 2017Q3 202311
OPUS INVESTMENT MANAGEMENT INC 11110.09%0.15%0.36%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.20%0.30%0.43%Q1 2021Q3 202311
COERENTE CAPITAL MANAGEMENT 11111.06%1.15%1.24%Q1 2021Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.93%2.44%3.59%Q1 2021Q3 202311
Roth Financial Partners LLC 11113.85%5.11%6.31%Q1 2021Q3 202311
Fermata Advisors, LLC 11111.30%3.71%10.42%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11113.06%4.44%5.55%Q1 2021Q3 202311
Spire Wealth Management 11110.16%0.72%1.61%Q1 2021Q3 202311
Better Money Decisions, LLC 11110.46%2.19%3.91%Q1 2021Q3 202311
Westchester Capital Management, Inc. 910.00%0.04%0.06%Q3 2014Q3 202311
Rothschild & Co Wealth Management UK Ltd 11110.01%0.01%0.01%Q1 2021Q3 202311
Laidlaw Wealth Management LLC 830.14%0.76%1.09%Q2 2020Q3 202311
MMA ASSET MANAGEMENT LLC 1010.16%0.20%0.55%Q4 2020Q3 202311
Tri-Star Advisors Inc. 11110.15%0.35%0.48%Q2 2020Q4 202211
WFA of San Diego, LLC 11110.32%0.46%0.56%Q1 2021Q3 202311
ALTFEST L J & CO INC 11110.04%0.06%0.09%Q1 2021Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1012.05%2.67%5.65%Q4 2020Q3 202311
CHILDRESS CAPITAL ADVISORS, LLC 11110.80%1.20%1.85%Q1 2021Q3 202311
Peterson Wealth Advisors, LLC 1010.15%0.21%0.28%Q3 2020Q3 202311
AlphaCore Capital LLC 710.01%0.05%0.13%Q4 2019Q3 202311
Garde Capital, Inc. 740.01%0.58%3.78%Q4 2020Q3 202311
PATTON ALBERTSON MILLER GROUP, LLC 910.05%0.09%0.11%Q3 2018Q3 202311
Hoover Financial Advisors, Inc. 11110.08%0.30%0.40%Q4 2018Q2 202111
Chronos Wealth Management, LLC 11110.16%0.20%0.23%Q4 2019Q2 202211
Ironwood Investment Counsel, LLC 920.06%0.19%0.42%Q3 2020Q3 202311
Chanos & Co LP 810.22%5.17%18.59%Q2 2017Q3 202011
Robbins Farley 920.01%0.03%0.06%Q4 2020Q3 202311
Westshore Wealth, LLC 1010.15%0.29%0.43%Q4 2019Q2 202311
CLARK FINANCIAL SERVICES GROUP INC /BD 5114.14%19.39%26.69%Q2 2020Q3 202311
Pathway Financial Advisors LLC 830.02%0.14%0.20%Q4 2017Q3 202311
Anfield Capital Management, LLC 910.05%1.23%1.78%Q4 2019Q3 202311
Vanguard Personalized Indexing Management, LLC 920.01%0.14%0.38%Q4 2020Q3 202311
HRT FINANCIAL LP 320.07%0.37%0.92%Q3 2016Q1 202311
Peachtree Investment Partners, LLC 11110.01%0.67%2.63%Q1 2021Q3 202311
LifePro Asset Management 11110.11%0.19%0.31%Q4 2020Q2 202311
ADVISOR PARTNERS LLC 920.02%0.14%0.21%Q3 2019Q2 202211
BADGLEY PHELPS & BELL INC 11110.01%0.04%0.07%Q4 2018Q2 202111
Integre Asset Management, LLC 11110.19%0.23%0.31%Q2 2017Q4 201911
Zions Bancorporation, N.A. 1010.00%0.07%0.19%Q4 2018Q3 202311
Center For Asset Management LLC 11110.32%0.88%2.04%Q1 2021Q3 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.46%1.77%3.11%Q1 2021Q3 202311
Ironvine Capital Partners, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
New England Investment & Retirement Group, Inc. 920.05%0.51%4.25%Q3 2015Q3 202111
ACIMA PRIVATE WEALTH, LLC 11110.03%0.05%0.12%Q3 2019Q1 202211
Starfire Investment Advisers, Inc. 1010.14%0.44%1.25%Q3 2017Q2 202011
Orion Capital Management LLC 1010.04%0.09%0.13%Q4 2020Q3 202311
tru Independence LLC 910.04%0.11%0.14%Q4 2019Q3 202311
WestHill Financial Advisors, Inc. 9216.41%17.36%18.31%Q4 2020Q3 202311
One Capital Management, LLC 1010.07%0.27%0.46%Q3 2020Q3 202311
OneAscent Financial Services LLC 510.18%0.57%2.58%Q2 2019Q3 202311
ROCKEFELLER FINANCIAL SERVICES INC 920.01%0.24%0.45%Q3 2014Q4 201711
GoalVest Advisory LLC 831.14%18.46%37.27%Q4 2020Q4 202311
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1010.08%0.20%0.63%Q1 2020Q3 202311
Accretive Wealth Partners, LLC 11110.21%0.24%0.30%Q1 2021Q3 202311
1st Global Advisors, Inc. 11110.08%0.14%0.19%Q4 2014Q2 201711
EQ LLC 11115.20%5.97%8.64%Q4 2020Q2 202311
DIVIDEND ASSETS CAPITAL, LLC 920.00%0.01%0.03%Q1 2015Q1 202311
Foundations Investment Advisors, LLC 1010.10%0.40%1.54%Q3 2020Q3 202311
Symetra Life Insurance Co 111160.53%63.49%65.68%Q4 2015Q2 201811
Sierra Capital LLC 11115.84%6.30%7.14%Q1 2021Q3 202311
Amica Retiree Medical Trust 920.98%3.65%6.74%Q1 2014Q2 202311
Jaffetilchin Investment Partners, LLC 11110.05%0.22%0.49%Q1 2021Q3 202311
Surevest, LLC 1010.10%0.75%0.91%Q4 2019Q3 202211
Nachman Norwood & Parrott, Inc 11119.02%11.15%13.02%Q4 2018Q2 202111
Rodgers & Associates, LTD 740.03%0.04%0.04%Q4 2020Q3 202311
Lafayette Investments 11110.06%0.08%0.10%Q1 2021Q3 202311
Pegasus Partners Ltd. 11110.34%0.41%0.53%Q1 2021Q3 202311
TRB Advisors LP 617.81%21.21%32.61%Q4 2018Q3 202311
Newport Capital Group, LLC 920.16%3.27%10.99%Q4 2020Q3 202311
Firestone Capital Management 740.00%0.07%0.18%Q1 2020Q3 202311
Vigilant Capital Management, LLC 510.00%0.00%0.01%Q1 2018Q4 202211
Summit Global Investments 11110.15%1.06%2.52%Q1 2021Q3 202311
Cordant, Inc. 830.00%0.02%0.04%Q4 2019Q1 202311
CATALYST PRIVATE WEALTH, LLC 710.02%0.18%0.25%Q3 2020Q4 202311
WealthBridge Capital Management, LLC 510.06%0.13%0.35%Q4 2018Q3 202310
Global X Management CO LLC 320.02%0.07%0.20%Q4 2014Q2 201810
Bernardo Wealth Planning LLC 820.11%0.33%0.51%Q3 2020Q3 202310
Enterprise Trust & Investment Co 910.00%0.03%0.04%Q4 2019Q2 202210
MANCHESTER FINANCIAL INC 710.02%0.11%0.29%Q1 2020Q4 202210
SCS Capital Management LLC 10100.01%0.10%0.44%Q2 2021Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.01%0.02%0.02%Q3 2013Q4 201510
Atlas Private Wealth Advisors 820.07%0.21%0.33%Q2 2020Q3 202310
LYELL WEALTH MANAGEMENT, LP 730.04%0.06%0.07%Q1 2019Q4 202110
DAVIDSON TRUST CO 10100.16%0.38%0.73%Q2 2021Q3 202310
Alerus Investment Advisors Corp 10102.06%10.47%12.97%Q4 2013Q1 201610
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 910.21%0.44%0.59%Q4 2020Q3 202310
P.R. Herzig & Co. Inc. 10101.89%2.29%2.66%Q3 2014Q4 201610
MPS Loria Financial Planners, LLC 710.03%0.09%0.12%Q2 2017Q3 202310
Lake Point Wealth Management 520.01%1.25%10.56%Q4 2018Q2 202210
Winch Advisory Services, LLC 620.01%0.01%0.01%Q3 2017Q1 202210
NEW YORK STATE COMMON RETIREMENT FUND 10100.02%0.04%0.06%Q2 2021Q3 202310
CSM Advisors, LLC 10100.78%0.86%0.99%Q2 2021Q3 202310
COMERICA SECURITIES INC 10100.10%0.20%0.32%Q3 2016Q4 201810
Eagle Bay Advisors LLC 10100.02%0.17%0.50%Q2 2021Q3 202310
WADDELL & ASSOCIATES, LLC 10100.13%0.26%0.33%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 642.33%3.83%5.25%Q1 2021Q3 202310
MANAGED ACCOUNT SERVICES INC 10100.10%0.16%0.26%Q2 2019Q3 202110
&PARTNERS 10100.15%0.26%0.36%Q2 2021Q3 202310
Investors Capital Advisory Services 10100.07%0.17%0.24%Q1 2014Q2 201610
HMS Capital Management, LLC 10100.36%0.64%1.08%Q2 2021Q3 202310
Financial Services Advisory Inc 10100.37%4.55%16.33%Q2 2021Q3 202310
Cornerstone Wealth Advisors, Inc. 10100.08%0.09%0.10%Q2 2021Q3 202310
Founders Capital Management 10100.01%0.02%0.05%Q3 2021Q4 202310
Delos Wealth Advisors, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.52%1.71%2.76%Q4 2020Q3 202310
Clear Perspectives Financial Planning, LLC 10101.46%2.25%6.27%Q4 2020Q1 202310
Capstone Financial Advisors, Inc. 10100.02%0.05%0.06%Q2 2021Q3 202310
Standard Family Office LLC 5133.73%62.96%87.34%Q4 2020Q3 202310
Hudson Value Partners, LLC 10100.15%0.27%0.33%Q2 2021Q3 202310
Concord Wealth Partners 640.00%0.01%0.03%Q1 2021Q3 202310
Thrive Capital Management, LLC 10100.17%0.42%1.08%Q2 2021Q3 202310
FIRST CITIZENS BANK & TRUST CO 710.01%0.31%0.66%Q2 2015Q3 202310
Rappaport Reiches Capital Management, LLC 10100.21%0.38%0.57%Q2 2021Q3 202310
Sabal Trust CO 820.06%0.79%1.17%Q4 2015Q3 202310
FOSTER & MOTLEY INC 730.02%0.05%0.11%Q2 2015Q3 202310
Perella Weinberg Partners Capital Management LP 620.25%2.14%5.22%Q4 2018Q3 202210
PACES FERRY WEALTH ADVISORS, LLC 10100.19%0.21%0.23%Q3 2020Q4 202210
EPG Wealth Management LLC 520.00%0.01%0.01%Q4 2019Q3 202310
ACAS, LLC 640.90%1.63%2.09%Q1 2021Q3 202310
EMFO, LLC 10100.23%0.31%0.41%Q2 2021Q3 202310
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 822.39%5.77%8.02%Q1 2021Q3 202310
SevenOneSeven Capital Management 10107.85%9.82%10.68%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.95%1.07%1.27%Q2 2021Q3 202310
Winning Points Advisors, LLC 550.28%0.62%0.86%Q3 2020Q1 202310
Oakworth Capital, Inc. 910.00%0.01%0.01%Q2 2018Q3 202310
WMS Partners, LLC 730.05%0.10%0.18%Q1 2021Q3 202310
TIFF ADVISORY SERVICES, LLC 820.98%26.28%64.91%Q4 2017Q3 202310
Bank of New Hampshire 10100.93%1.05%1.14%Q2 2021Q3 202310
Performa Ltd (US), LLC 10105.60%14.80%21.31%Q2 2021Q3 202310
Stuart Chaussee & Associates, Inc. 10100.01%0.02%0.04%Q2 2021Q3 202310
Beirne Wealth Consulting Services, LLC 510.22%0.54%1.00%Q4 2018Q1 202310
Rinet Co LLC 910.08%0.24%0.32%Q3 2017Q3 202110
BW Gestao de Investimentos Ltda. 10103.33%18.33%38.85%Q4 2014Q1 201710
PECAUT & CO. 10100.00%0.01%0.03%Q2 2021Q3 202310
Summit Place Financial Advisors, LLC 10100.57%0.61%0.69%Q2 2021Q3 202310
Grant/GrossMendelsohn, LLC 820.31%1.00%1.67%Q1 2021Q3 202310
Fairfax Financial Holdings 10100.01%0.31%1.82%Q2 2021Q3 202310
MCMORGAN & CO LLC 101011.19%14.75%17.61%Q2 2021Q3 202310
BALASA DINVERNO & FOLTZ LLC 10100.05%0.07%0.08%Q2 2020Q3 202210
Refined Wealth Management 10100.37%0.45%0.58%Q2 2021Q3 202310
Sonora Investment Management, LLC 10100.00%0.01%0.03%Q2 2019Q3 202110
SMI Advisory Services, LLC 910.29%0.36%0.44%Q1 2021Q3 202310
Triumph Capital Management 10100.14%0.49%0.70%Q2 2021Q3 202310
Beacon Wealthcare LLC 550.11%0.14%0.23%Q1 2021Q4 202310
Jackson Hole Capital Partners, LLC 10100.01%0.03%0.13%Q2 2021Q3 202310
Ameritas Investment Company, LLC 910.07%0.27%0.60%Q1 2019Q3 202110
NICOLET ADVISORY SERVICES, LLC 10100.03%0.35%0.96%Q2 2021Q3 202310
ALPS ADVISORS INC 640.07%0.20%0.31%Q4 2013Q2 201610
Inscription Capital, LLC 10100.10%0.13%0.16%Q2 2021Q3 202310
PEOPLES FINANCIAL SERVICES CORP. 10100.02%0.24%0.33%Q2 2021Q3 202310
HANCOCK WHITNEY CORP 10100.01%0.02%0.04%Q2 2021Q3 202310
COOPERMAN LEON G 10100.92%1.02%1.12%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.18%0.62%1.06%Q2 2021Q3 202310
Corbenic Partners LLC 710.01%0.27%1.04%Q3 2017Q2 202210
Castleview Partners, LLC 810.01%1.74%14.38%Q1 2018Q3 202310
WESTPORT RESOURCES MANAGEMENT INC 10100.01%1.08%6.56%Q2 2014Q3 201610
Retirement Systems of Alabama 10100.01%0.02%0.09%Q2 2021Q3 202310
MAS Advisors LLC 660.23%2.60%15.41%Q4 2021Q1 202310
FRONT BARNETT ASSOCIATES LLC 10100.17%0.18%0.20%Q2 2021Q3 202310
CHEMICAL BANK 10100.06%0.14%0.18%Q1 2017Q2 201910
Minot Wealth Management LLC 910.11%0.42%0.59%Q4 2019Q2 202210
Price Wealth, LLC 10100.07%0.30%0.88%Q2 2018Q3 202010
AMERICAN INTERNATIONAL GROUP, INC. 10100.01%0.03%0.08%Q4 2013Q1 201610
SVB Investment Services Inc. 101023.12%27.50%35.76%Q4 2019Q1 202210
MOTCO 910.00%0.00%0.00%Q3 2020Q3 202310
Ciovacco Capital Management LLC 732.75%12.72%40.41%Q4 2020Q3 202310
Maryland Capital Management 10100.02%0.05%0.07%Q2 2020Q3 202210
COMMERZBANK AKTIENGESELLSCHAFT /FI 10100.01%0.01%0.03%Q3 2017Q4 201910
MONECO Advisors, LLC 910.11%0.16%0.25%Q1 2021Q3 202310
RVW Wealth, LLC 10100.00%0.03%0.06%Q3 2021Q4 202310
MERIDIAN INVESTMENT COUNSEL INC. 990.20%0.20%0.21%Q3 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.48%2.54%5.29%Q3 2021Q3 20239
Coco Enterprises, LLC 617.24%8.29%9.42%Q4 2020Q3 20239
BancFirst Trust & Investment Management 990.25%1.63%6.54%Q4 2021Q4 20239
Retirement Solution Inc. 810.12%0.20%0.29%Q4 2020Q1 20239
Colorado Capital Management, Inc. 990.30%0.70%0.82%Q1 2016Q1 20189
StrategIQ Financial Group, LLC 990.08%1.83%2.37%Q3 2021Q3 20239
Investors Financial Group, LLC 990.35%0.53%1.37%Q4 2019Q4 20219
High Net Worth Advisory Group LLC 995.76%6.23%6.73%Q4 2021Q4 20239
Farmers National Bank 420.01%0.06%0.10%Q2 2016Q2 20199
Bayesian Capital Management, LP 410.09%0.23%0.47%Q4 2019Q4 20229
Harbour Capital Advisors, LLC 990.10%0.18%0.27%Q4 2015Q4 20179
Ruggie Capital Group 610.01%0.08%0.35%Q1 2017Q3 20199
Agate Pass Investment Management, LLC 990.17%0.64%1.21%Q4 2021Q4 20239
Foyston, Gordon, & Payne Inc 720.04%0.08%0.11%Q4 2018Q1 20219
IMPACTfolio, LLC 990.54%0.75%0.96%Q4 2021Q4 20239
Badgley Phelps Wealth Managers, LLC 990.06%0.07%0.08%Q3 2021Q3 20239
FRG Family Wealth Advisors LLC 610.05%0.07%0.10%Q4 2019Q3 20239
Independent Wealth Network Inc. 990.33%0.80%1.27%Q3 2021Q3 20239
Capital Planning Advisors, LLC 610.00%0.08%0.20%Q3 2019Q3 20239
Essex LLC 990.06%0.09%0.12%Q3 2021Q3 20239
ARS Wealth Advisors Group, LLC 990.08%0.61%1.77%Q3 2021Q3 20239
Activest Wealth Management 633.33%5.49%8.42%Q1 2021Q3 20239
JB Capital LLC 990.09%0.10%0.14%Q3 2021Q3 20239
MATRIX ASSET ADVISORS INC/NY 990.36%0.59%0.84%Q3 2021Q3 20239
Hills Bank & Trust Co 990.02%0.06%0.08%Q3 2021Q3 20239
Five Oceans Advisors 990.33%0.48%0.73%Q3 2021Q3 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 540.73%1.04%2.01%Q2 2021Q3 20239
Sanford Advisory Services, LLC 990.61%0.82%1.87%Q4 2020Q4 20229
Karp Capital Management Corp 990.83%1.82%3.85%Q3 2020Q3 20229
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 993.77%5.59%10.20%Q2 2020Q2 20229
Biltmore Capital Advisors LLC 810.18%0.77%4.81%Q4 2018Q4 20219
Timber Hill LLC 610.00%0.05%0.16%Q4 2013Q4 20179
NewEdge Wealth, LLC 990.02%0.19%0.27%Q3 2021Q3 20239
Bredin Investment LLC 990.76%1.58%2.49%Q4 2017Q4 20199
Capital Group Private Client Services, Inc. 990.04%0.21%0.49%Q3 2021Q3 20239
InterOcean Capital, LLC 990.06%0.09%0.17%Q2 2018Q2 20209
CURIAN CAPITAL LLC 990.07%0.47%0.97%Q4 2013Q4 20159
BTC Capital Management, Inc. 990.35%0.47%1.13%Q3 2021Q3 20239
Fluent Financial, LLC 720.12%0.14%0.19%Q2 2021Q3 20239
Legacy Financial Strategies, LLC 720.56%0.67%0.88%Q1 2018Q3 20239
PFG Private Wealth Management, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
HOLDERNESS INVESTMENTS CO 990.09%0.12%0.13%Q3 2021Q3 20239
ASPIRIANT HOLDINGS S3, LLC 990.09%0.25%0.38%Q4 2013Q4 20159
Oakwell Private Wealth Management, LLC 990.26%0.29%0.34%Q3 2021Q3 20239
West Financial Advisors, LLC 990.25%1.58%2.27%Q3 2021Q3 20239
LOWE BROCKENBROUGH & CO INC 990.22%0.32%0.49%Q3 2021Q3 20239
Strategic Family Wealth Counselors, L.L.C. 990.14%0.17%0.20%Q3 2021Q3 20239
Qube Research & Technologies Ltd 810.00%0.03%0.17%Q4 2020Q3 20239
Claybrook Capital, LLC 990.14%0.22%0.49%Q4 2017Q4 20199
Barnett & Company, Inc. 990.00%0.01%0.01%Q4 2019Q4 20219
Buckley Wealth Management, LLC 990.11%0.27%0.31%Q4 2017Q4 20199
TCG Advisory Services, LLC 630.08%0.33%0.60%Q2 2021Q3 20239
Moors & Cabot, Inc. 990.03%0.10%0.14%Q3 2021Q3 20239
MARINO, STRAM & ASSOCIATES LLC 610.03%0.05%0.15%Q4 2017Q1 20229
Lucia Wealth Services, LLC 810.08%0.12%0.15%Q2 2018Q3 20209
HawsGoodwin Investment Management LLC 992.46%3.88%4.68%Q4 2019Q4 20219
Newman & Schimel, LLC 990.39%0.83%1.25%Q4 2020Q4 20229
LEO BROKERAGE, LLC 520.11%0.20%0.27%Q3 2020Q2 20239
BANK OF THE WEST 990.09%0.09%0.10%Q4 2020Q4 20229
ATALANTA SOSNOFF CAPITAL, LLC 630.01%0.01%0.01%Q4 2020Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.06%0.36%0.66%Q4 2019Q3 20239
American Money Management, LLC 990.24%0.31%0.34%Q3 2021Q3 20239
NEW YORK LIFE INSURANCE CO 6316.67%31.49%37.55%Q2 2017Q3 20239
JACKSON SQUARE CAPITAL, LLC 540.01%0.07%0.09%Q4 2019Q2 20229
Powell Investment Advisors, LLC 420.02%0.04%0.06%Q1 2021Q3 20239
IRON Financial LLC 610.15%0.19%0.27%Q2 2017Q4 20199
Dougherty Wealth Advisers LLC 630.01%0.03%0.05%Q4 2018Q3 20239
GeoWealth Management, LLC 410.03%0.85%3.83%Q3 2019Q3 20239
Asset Advisors Investment Management, LLC 990.14%0.15%0.16%Q3 2021Q3 20239
Empowered Funds, LLC 990.05%0.37%0.72%Q3 2021Q3 20239
Jump Trading, LLC 410.01%0.45%2.20%Q1 2014Q4 20189
FLAGSTAR ADVISORS INC 990.65%0.93%1.12%Q3 2021Q3 20239
IMC-Chicago, LLC 310.00%0.04%0.22%Q4 2018Q4 20229
Trinity Financial Advisors LLC 811.89%2.39%3.82%Q4 2020Q3 20239
TRUST CO OF TOLEDO NA /OH/ 810.08%0.15%0.20%Q3 2019Q4 20239
Sage Financial Management Group, Inc. 614.34%5.46%6.20%Q4 2020Q3 20239
U.S. Capital Wealth Advisors, LLC 990.08%0.20%0.47%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 810.03%0.09%0.27%Q4 2017Q3 20209
Total Clarity Wealth Management, Inc. 810.01%0.19%0.32%Q4 2019Q3 20239
Clarity Wealth Advisors, LLC 990.25%0.36%0.66%Q3 2021Q3 20239
Trek Financial, LLC 540.02%1.24%3.56%Q4 2018Q3 20239
BAR HARBOR WEALTH MANAGEMENT 990.05%0.10%0.16%Q3 2021Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.34%0.48%1.06%Q4 2019Q4 20219
Pantheon Investment Group, LLC 990.46%0.71%1.86%Q4 2019Q4 20219
PRELUDE CAPITAL MANAGEMENT, LLC 810.00%2.83%5.62%Q3 2020Q2 20239
Squarepoint Ops LLC 410.01%0.08%0.31%Q3 2017Q1 20239
Stanford Investment Group, Inc. 9918.05%20.52%22.29%Q4 2014Q4 20169
Morton Capital Management LLC/CA 880.17%0.24%0.48%Q4 2021Q3 20238
Ignite Planners, LLC 880.21%0.84%1.61%Q4 2021Q3 20238
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 610.26%2.40%6.20%Q4 2020Q1 20238
MinichMacGregor Wealth Management, LLC 710.02%0.08%0.46%Q1 2017Q1 20208
TD Waterhouse Canada Inc. 880.10%0.13%0.17%Q4 2021Q3 20238
Piscataqua Savings Bank 880.07%0.18%0.21%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 881.51%2.53%3.93%Q4 2021Q3 20238
OLYMPUS WEALTH MANAGEMENT, LLC 881.42%11.74%16.76%Q4 2021Q3 20238
WFA Asset Management Corp 880.02%0.04%0.05%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.12%0.22%0.26%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.03%0.04%0.05%Q1 2017Q4 20188
CJM Wealth Advisers, Ltd. 8823.17%27.15%31.17%Q4 2021Q3 20238
Lake Hills Wealth Management, LLC 880.31%0.73%1.81%Q4 2021Q3 20238
PVG Asset Management 710.51%2.51%3.78%Q4 2014Q4 20168
Caerus Investment Advisors, LLC 8810.16%14.19%18.39%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 881.06%1.64%2.87%Q4 2021Q3 20238
Frank, Rimerman Advisors LLC 880.16%0.34%0.45%Q4 2021Q3 20238
McCarthy Grittinger Financial Group, LLC 710.03%0.23%0.97%Q4 2019Q3 20238
Retirement Planning Co of New England, Inc. 880.32%0.62%0.75%Q4 2021Q3 20238
Ackerman Capital Advisors, LLC 510.00%0.18%0.69%Q2 2017Q4 20198
Bensler, LLC 880.59%0.69%0.99%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.03%0.50%1.21%Q2 2018Q3 20238
Wescott Financial Advisory Group, LLC 710.15%4.33%6.41%Q1 2021Q3 20238
Stephens Consulting, LLC 8814.37%16.49%20.19%Q4 2021Q3 20238
FourThought Financial, LLC 880.05%0.32%0.83%Q4 2020Q3 20228
Keystone Wealth Services, LLC 881.70%2.00%2.82%Q4 2021Q3 20238
VSR Financial Services, Inc. 530.03%0.07%0.16%Q4 2013Q4 20158
Schechter Investment Advisors, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
HFG Advisors, Inc. 881.44%1.58%1.73%Q4 2021Q3 20238
B & T Capital Management DBA Alpha Capital Management 880.16%0.40%0.55%Q4 2021Q3 20238
ASB Consultores, LLC 882.12%5.30%14.34%Q4 2021Q3 20238
Level Financial Advisors 8821.01%22.68%26.77%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.06%0.16%0.28%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.21%0.29%0.34%Q4 2021Q3 20238
D. SCOTT NEAL, INC. 880.14%0.22%0.34%Q4 2021Q3 20238
Crestmont Private Wealth LLC 8819.61%22.50%27.28%Q4 2021Q3 20238
WARNER FINANCIAL, INC 882.07%2.31%2.57%Q4 2021Q3 20238
Hayden Royal, LLC 620.13%0.41%0.89%Q4 2018Q2 20218
ECLECTIC ASSOCIATES INC /ADV 880.14%0.22%0.33%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.13%0.16%0.22%Q4 2021Q3 20238
Asset Management Resources, LLC 881.10%1.99%2.68%Q4 2021Q3 20238
Blueprint Investment Partners LLC 880.09%0.83%1.27%Q4 2021Q3 20238
CARL STUART INVESTMENT ADVISOR, INC 880.28%15.54%18.91%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.25%0.27%0.30%Q4 2021Q3 20238
Independent Advisor Alliance 610.42%1.30%5.50%Q1 2017Q3 20238
DB Fitzpatrick & Co, Inc 882.46%3.15%3.58%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.07%0.11%Q4 2021Q3 20238
Chemistry Wealth Management LLC 880.21%0.25%0.29%Q4 2021Q3 20238
Sompo Asset Management Co., Ltd. 884.23%5.39%7.68%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.46%0.54%0.66%Q3 2021Q3 20238
Intelligent Financial Strategies 885.26%8.42%11.67%Q4 2021Q3 20238
Lanham O'Dell & Company, Inc. 888.47%25.96%62.30%Q4 2021Q3 20238
First Financial Bank - Trust Division 880.18%0.18%0.19%Q2 2018Q1 20208
MARIPAU WEALTH MANAGEMENT LLC 881.12%1.51%2.07%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.37%0.44%0.56%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.05%0.18%0.50%Q4 2021Q3 20238
Benchmark Investment Advisors LLC 881.00%1.13%1.30%Q4 2021Q3 20238
BAKER BOYER NATIONAL BANK 710.37%0.60%0.70%Q2 2021Q3 20238
Tanager Wealth Management LLP 880.44%0.69%0.84%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Minneapolis Portfolio Management Group, LLC 710.04%0.04%0.05%Q1 2020Q4 20228
Sage Investment Advisers LLC 881.66%1.76%1.85%Q4 2021Q3 20238
KilterHowling LLC 880.38%4.79%7.34%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.22%0.27%0.37%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.40%0.58%0.72%Q1 2021Q3 20238
Wayfinding Financial, LLC 880.36%0.52%0.62%Q4 2021Q3 20238
Diligent Investors, LLC 710.07%0.11%0.26%Q4 2019Q4 20218
Paladin Advisory Group, LLC 881.02%1.16%1.39%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 881.85%1.93%1.96%Q4 2021Q3 20238
First Bancorp, Inc /ME/ 710.83%1.06%1.42%Q1 2021Q1 20238
COOK WEALTH MANAGEMENT GROUP LLC 880.96%5.53%16.44%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.31%0.36%0.44%Q4 2021Q3 20238
Ascent Group, LLC 880.59%0.80%0.97%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.35%0.37%0.41%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.81%1.04%1.29%Q4 2021Q3 20238
GROUP ONE TRADING, L.P. 210.00%0.00%0.01%Q4 2013Q3 20238
Baldrige Asset Management LLC 880.06%0.08%0.09%Q2 2021Q1 20238
Cross Staff Investments Inc 880.65%0.83%0.89%Q4 2021Q3 20238
VALLEY NATIONAL ADVISERS INC 310.00%0.00%0.01%Q4 2017Q3 20238
Geometric Wealth Advisors 880.20%0.54%2.45%Q4 2021Q3 20238
City State Bank 880.13%0.17%0.25%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.34%0.39%0.44%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.03%0.04%0.10%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.24%0.40%0.79%Q4 2021Q3 20238
Walker Asset Management, LLC 710.22%0.28%0.42%Q4 2021Q4 20238
Gunma Bank,Ltd. 410.44%3.32%13.37%Q1 2020Q1 20238
Altshuler Shaham Ltd 320.00%0.07%0.35%Q2 2020Q3 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 881.40%2.08%3.84%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.38%0.47%0.51%Q4 2021Q3 20238
IBERIABANK CORP 880.03%0.07%0.11%Q3 2017Q2 20198
TEACHER RETIREMENT SYSTEM OF TEXAS 881.46%1.84%2.15%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 880.68%0.87%1.09%Q4 2021Q3 20238
Quent Capital, LLC 880.09%0.14%0.34%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 882.36%3.31%4.32%Q4 2021Q3 20238
XR Securities LLC 210.01%0.33%1.42%Q3 2018Q1 20238
Long Run Wealth Advisors, LLC 881.53%1.64%1.78%Q4 2021Q3 20238
Wedmont Private Capital 883.93%5.29%7.71%Q4 2021Q3 20238
Flower City Capital 888.75%13.46%23.52%Q4 2021Q3 20238
Wick Capital Partners, LLC 880.46%1.39%3.02%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.64%0.72%0.75%Q4 2021Q3 20238
Custos Family Office, LLC 880.40%1.26%1.93%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.34%0.37%0.43%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.03%0.04%0.06%Q4 2021Q3 20238
MAYPORT, LLC 8819.27%21.88%23.71%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.49%0.74%1.11%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.18%0.46%0.58%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 884.02%5.46%7.19%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.34%0.37%0.42%Q4 2021Q3 20238
Manhattan West Asset Management, LLC 880.12%0.28%0.94%Q4 2021Q3 20238
DBK Financial Counsel, LLC 881.06%2.18%2.93%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.06%0.27%0.45%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.83%1.08%1.64%Q4 2021Q3 20238
American Trust 880.39%11.11%14.92%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.17%0.99%1.50%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.42%0.57%0.94%Q4 2021Q3 20238
M&R CAPITAL MANAGEMENT INC 880.00%0.02%0.06%Q1 2022Q4 20238
Syverson Strege & Co 710.00%0.13%0.22%Q4 2020Q1 20238
Amundi 880.00%0.01%0.02%Q4 2021Q3 20238
Cascade Investment Advisors, Inc. 710.05%0.05%0.06%Q4 2020Q1 20238
Orcam Financial Group 880.61%0.68%0.75%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 881.40%1.51%1.61%Q4 2021Q3 20238
Trust Co 510.00%0.01%0.02%Q4 2016Q3 20238
Blue Chip Partners, LLC 710.01%0.02%0.02%Q1 2021Q2 20238
PCG Wealth Advisors, LLC 880.19%0.21%0.28%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.51%0.83%1.04%Q4 2021Q3 20238
Aviance Capital Partners, LLC 880.05%0.06%0.09%Q4 2021Q3 20238
Scott Capital Advisors, LLC 8820.94%23.59%27.91%Q4 2021Q3 20238
Coury Firm Asset Management LLC 882.08%4.90%8.46%Q4 2021Q3 20238
Smallwood Wealth Investment Management, LLC 880.69%0.84%0.97%Q4 2021Q3 20238
Grandview Asset Management LLC 610.06%0.14%0.20%Q1 2021Q3 20238
Strengthening Families & Communities, LLC 881.63%2.93%4.34%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.69%0.75%0.83%Q4 2021Q3 20238
Savior LLC 530.00%0.02%0.04%Q4 2019Q3 20238
Mystic Asset Management, Inc. 880.24%0.42%0.47%Q4 2021Q3 20238
SAXON INTERESTS, INC. 880.16%2.48%3.64%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 8816.49%19.20%31.88%Q4 2021Q3 20238
XML Financial, LLC 530.05%0.06%0.06%Q3 2021Q3 20238
RMR Wealth Builders 887.70%8.47%9.38%Q4 2021Q3 20238
Viewpoint Capital Management LLC 883.74%4.87%5.66%Q4 2021Q3 20238
KWMG, LLC 620.02%0.04%0.06%Q2 2018Q1 20238
Bowman & Co S.C. 887.42%15.69%27.47%Q4 2021Q3 20238
LOCKERMAN FINANCIAL GROUP, INC. 880.71%0.81%0.89%Q4 2021Q3 20238
Leo H. Evart, Inc. 882.28%2.64%2.98%Q4 2021Q3 20238
Private Wealth Partners, LLC 310.03%0.15%0.81%Q4 2013Q3 20238
WMG Financial Advisors, LLC 881.29%1.36%1.49%Q4 2021Q3 20238
BAYSHORE ASSET MANAGEMENT, LLC 880.24%0.27%0.31%Q4 2021Q3 20238
Constellation Wealth Advisors, LLC 880.83%1.38%1.70%Q4 2013Q3 20158
MKT Advisors LLC 884.82%8.51%10.99%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 880.77%0.93%1.05%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 882.28%5.20%8.64%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.07%0.07%0.08%Q4 2021Q3 20238
PACK Private Wealth, LLC 881.16%1.50%1.78%Q4 2021Q3 20238
Aris Wealth Services, Inc. 880.65%0.87%1.10%Q4 2013Q3 20158
WEALTH EFFECTS LLC 880.35%0.51%0.64%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 881.28%1.32%1.38%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.01%0.39%1.14%Q4 2021Q3 20238
BOSTON FINANCIAL MANGEMENT LLC 510.01%0.02%0.02%Q3 2018Q3 20238
Eagle Strategies LLC 880.90%1.36%2.03%Q4 2021Q3 20238
LOWERY THOMAS, LLC 880.15%2.64%5.46%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.94%1.16%1.27%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 880.81%1.06%1.38%Q4 2021Q3 20238
TrueWealth Financial Partners 889.30%9.74%10.29%Q4 2021Q3 20238
Yarbrough Capital, LLC 884.89%5.43%6.62%Q4 2021Q3 20238
ALTERNA WEALTH MANAGEMENT, INC 710.07%1.72%3.27%Q4 2018Q3 20238
Missouri Trust & Investment Co 880.19%0.29%0.37%Q4 2021Q3 20238
Threshold Group LLC 880.23%9.00%17.56%Q4 2015Q3 20178
Peregrine Asset Advisers, Inc. 610.09%0.36%2.03%Q1 2020Q3 20238
Sandy Cove Advisors, LLC 889.46%12.00%13.78%Q4 2021Q3 20238
Fiduciary Wealth Partners, LLC 8835.57%38.85%45.66%Q4 2015Q3 20178
Cutler Capital Management, LLC 880.06%0.18%0.40%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 881.19%2.25%2.80%Q4 2021Q3 20238
Hound Partners 718.16%16.29%22.20%Q1 2021Q2 20238
Fortune 45 LLC 8811.38%19.64%32.97%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 881.55%3.90%5.86%Q4 2021Q3 20238
Alpha Omega Wealth Management LLC 610.00%0.01%0.05%Q1 2018Q2 20228
WealthCare Investment Partners, LLC 880.29%1.57%2.61%Q4 2021Q3 20238
LifeGuide Financial Advisors, LLC 880.77%1.09%1.32%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.16%0.55%1.09%Q4 2021Q3 20238
Members Advisory Group LLC 881.03%1.31%1.62%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.05%0.06%0.10%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 882.25%4.90%7.28%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.15%0.41%1.24%Q4 2021Q3 20238
Clientfirst Wealth Management, LLC 882.27%3.09%3.60%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 881.66%2.53%4.09%Q4 2021Q3 20238
Allie Family Office LLC 881.63%3.49%5.26%Q4 2021Q3 20238
Kearns & Associates LLC 8834.96%38.68%44.07%Q4 2021Q3 20238
Evensky & Katz LLC 310.00%0.01%0.02%Q1 2019Q3 20238
Schrum Private Wealth Management LLC 880.72%0.81%1.00%Q4 2021Q3 20238
Ocean Endowment Partners, LLC 880.42%1.19%2.23%Q4 2019Q3 20218
Perfromance Wealth Partners, LLC 880.04%0.09%0.12%Q4 2021Q3 20238
DAVIS-REA LTD. 880.16%0.23%0.25%Q4 2019Q3 20218
Palisades Hudson Asset Management, L.P. 880.14%0.15%0.16%Q4 2020Q3 20228
LAKE STREET PRIVATE WEALTH, LLC 880.33%0.51%1.13%Q4 2021Q3 20238
Security Financial Services, INC. 880.62%1.83%2.41%Q4 2021Q3 20238
Axiom Advisory, LLC 880.45%0.49%0.54%Q4 2021Q3 20238
VALLEY FORGE ASSET MANAGEMENT, LLC 880.12%0.22%0.29%Q1 2014Q4 20158
Lakeside Advisors, INC. 880.37%0.67%1.51%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.18%0.34%0.69%Q4 2021Q3 20238
Gouws Capital LLC 883.54%3.70%3.76%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.79%2.09%2.94%Q4 2021Q3 20238
Sweet Financial Partners, LLC 8811.48%17.00%18.86%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 881.03%2.46%3.13%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 881.27%2.57%7.10%Q4 2021Q3 20238
Insight Inv LLC 880.18%0.21%0.24%Q4 2021Q3 20238
Bremer Bank National Association 710.01%0.98%1.20%Q1 2019Q3 20238
Joseph P. Lucia & Associates, LLC 710.03%0.10%0.13%Q2 2020Q2 20228
Symphony Financial, Ltd. Co. 710.23%0.56%0.67%Q1 2021Q3 20238
New Millennium Group LLC 880.90%8.28%13.27%Q4 2021Q3 20238
Operose Advisors LLC 880.00%0.05%0.35%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.82%0.89%0.98%Q4 2021Q3 20238
Estate Counselors, LLC 880.04%0.06%0.08%Q1 2018Q4 20198
Unconventional Investor, LLC 881.67%5.68%9.48%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.20%0.41%1.20%Q4 2021Q3 20238
Blooom, Inc. 880.61%0.95%1.46%Q4 2020Q3 20228
HILL ISLAND FINANCIAL LLC 8813.28%14.55%16.30%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 880.29%0.31%0.40%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 881.51%2.25%2.97%Q4 2021Q3 20238
VISTA CAPITAL PARTNERS, INC. 530.03%0.21%0.56%Q1 2021Q3 20238
Forum Financial Management, LP 880.01%0.03%0.04%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.10%0.19%0.56%Q4 2021Q3 20238
Family CFO Inc 884.92%5.67%6.61%Q4 2021Q3 20238
Autumn Glory Partners, LLC 881.43%3.20%4.88%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 880.49%0.55%0.64%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.28%0.47%0.77%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.27%0.37%0.48%Q4 2021Q3 20238
HB Wealth Management, LLC 880.39%0.47%0.63%Q4 2021Q3 20238
Capasso Planning Partners LLC 881.54%2.04%3.01%Q4 2021Q3 20238
Amtrust Financial Services, Inc. 8817.16%25.68%28.92%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.47%0.63%1.04%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 886.04%6.69%7.15%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.29%0.40%0.56%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.05%0.15%0.33%Q4 2020Q3 20228
BANCORPSOUTH INC 880.04%0.04%0.04%Q4 2015Q3 20178
Ten Capital Wealth Advisors, LLC 530.01%0.06%0.18%Q2 2021Q2 20238
Wealthstream Advisors, Inc. 880.88%1.25%1.57%Q4 2021Q3 20238
West Branch Capital LLC 880.12%0.17%0.18%Q4 2021Q3 20238
Cognios Capital, LLC 880.08%0.13%0.16%Q2 2014Q1 20168
Acorn Wealth Advisors, LLC 880.23%0.28%0.38%Q4 2021Q3 20238
Nan Shan Life Insurance Co., Ltd. 710.04%0.53%2.11%Q1 2017Q3 20238
CITY NATIONAL BANK 880.00%0.01%0.01%Q4 2013Q3 20158
TKG Advisors, LLC 880.64%0.68%0.73%Q4 2021Q3 20238
FAGAN ASSOCIATES, INC. 440.05%0.05%0.06%Q3 2021Q3 20238
Campion Asset Management 880.38%0.39%0.40%Q4 2021Q3 20238
Pegasus Asset Management, Inc. 880.12%0.13%0.14%Q4 2021Q3 20238
Addison Advisors LLC 880.02%0.09%0.20%Q4 2021Q3 20238
Madison Wealth Partners, Inc 880.11%0.26%0.35%Q4 2021Q3 20238
Francis Financial, Inc. 6211.15%27.93%40.22%Q4 2017Q3 20238
OneAscent Wealth Management LLC 510.27%0.34%0.42%Q4 2020Q3 20238
Lester Murray Antman dba SimplyRich 880.11%0.12%0.12%Q3 2021Q2 20238
FIRST COMMUNITY TRUST NA 880.10%1.08%5.20%Q4 2021Q3 20238
RONALD BLUE & CO LLC 880.34%0.54%0.82%Q3 2015Q2 20178
FirstPurpose Wealth LLC 880.14%0.18%0.27%Q4 2021Q3 20238
Boyd Wealth Management, LLC 888.17%10.94%15.17%Q4 2021Q3 20238
TPB WEALTH ADVISORS 410.10%1.40%5.39%Q4 2020Q1 20238
PFS Partners, LLC 880.04%0.05%0.08%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.80%1.36%1.97%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.03%0.05%0.09%Q4 2021Q3 20238
DT Investment Partners, LLC 770.04%0.10%0.15%Q1 2022Q3 20237
Copeland Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Glaxis Capital Management, LLC 770.89%6.81%11.29%Q1 2022Q3 20237
Portfolio Solutions, LLC 520.03%0.04%0.07%Q2 2019Q1 20217
SRB CORP 210.04%3.87%12.00%Q4 2020Q3 20237
Emery Howard Portfolio Management, Inc. 774.88%7.38%11.24%Q2 2020Q4 20217
Milliman Financial Risk Management LLC 7711.11%12.42%13.38%Q4 2015Q2 20177
JOYN Advisors, Inc. 770.06%0.09%0.17%Q3 2018Q1 20207
Aft, Forsyth & Sober, LLC 770.88%1.62%3.42%Q2 2014Q4 20157
Wiser Wealth Management, Inc 7725.00%27.02%32.63%Q2 2022Q4 20237
LifePlan Financial Group, Inc 770.01%0.18%0.24%Q1 2019Q3 20207
Reynders McVeigh Capital Management, LLC 610.02%0.02%0.03%Q2 2020Q2 20227
AEGON USA Investment Management, LLC 778.61%10.08%11.04%Q4 2013Q2 20157
Edge Advisors, LLC 770.41%0.50%0.58%Q4 2016Q2 20187
Crosspoint Capital Strategies, LLC 520.06%10.04%47.52%Q4 2013Q3 20227
Friedenthal Financial 523.05%3.46%3.88%Q1 2017Q4 20217
Bouchey Financial Group Ltd 520.03%0.05%0.06%Q4 2021Q3 20237
FIDUCIARY TRUST INTERNATIONAL LLC 770.18%0.36%0.50%Q1 2018Q3 20197
MANAGED ACCOUNT ADVISORS LLC 770.01%0.08%0.13%Q4 2013Q2 20157
Compagnie Lombard Odier SCmA 520.01%0.02%0.02%Q2 2017Q3 20217
McNamara Financial Services, Inc. 430.05%0.06%0.06%Q2 2021Q3 20237
GHP Investment Advisors, Inc. 770.04%0.09%0.11%Q1 2022Q3 20237
Colony Family Offices, LLC 770.09%0.35%0.79%Q1 2022Q3 20237
Hedeker Wealth, LLC 430.06%0.08%0.11%Q3 2021Q3 20237
US FINANCIAL ADVISORS, LLC 520.20%1.59%3.42%Q2 2015Q1 20217
Versor Investments LP 770.02%0.06%0.13%Q1 2021Q3 20227
Turim 21 Investimentos Ltda. 520.00%0.03%0.08%Q3 2020Q2 20227
Radnor Financial Advisors, LLC 770.44%1.40%2.98%Q1 2021Q3 20227
GSA CAPITAL PARTNERS LLP 430.02%0.04%0.07%Q1 2021Q3 20237
Delek Group, Ltd. 770.16%0.69%2.39%Q4 2017Q2 20197
CAPITAL INSIGHT PARTNERS, LLC 610.04%0.05%0.05%Q4 2020Q2 20237
Canal Capital Management, LLC 770.21%1.08%1.29%Q1 2022Q3 20237
ROSENBLUM SILVERMAN SUTTON S F INC /CA 770.11%0.14%0.18%Q1 2022Q3 20237
Almanack Investment Partners, LLC. 410.09%1.01%1.75%Q1 2020Q3 20237
NVWM, LLC 510.00%0.33%1.24%Q4 2018Q3 20237
Narus Financial Partners, LLC 770.12%0.28%0.44%Q1 2022Q3 20237
Warren Street Wealth Advisors, LLC 7722.27%28.91%34.35%Q1 2022Q3 20237
Morse Asset Management, Inc 430.05%0.06%0.07%Q3 2021Q3 20237
Wealth Advisors of Tampa Bay, LLC 770.20%0.23%0.27%Q4 2017Q2 20197
Guardian Financial Partners, LLC 6118.23%23.27%27.87%Q4 2021Q3 20237
Investors Research Corp 770.00%0.00%0.02%Q1 2022Q3 20237
Divergent Wealth Advisors 310.06%0.42%2.48%Q1 2018Q3 20227
All Terrain Financial Advisors, LLC 610.12%0.24%0.34%Q4 2017Q1 20217
Truvestments Capital LLC 610.00%0.00%0.02%Q3 2018Q3 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.55%4.93%13.78%Q4 2014Q2 20167
Independent Family Office, LLC 770.18%1.38%2.22%Q1 2022Q3 20237
Virginia National Bank 774.81%10.08%13.39%Q1 2022Q3 20237
Oxinas Partners Wealth Management LLC 430.12%0.15%0.17%Q4 2021Q3 20237
Quantinno Capital Management LP 770.06%0.19%0.55%Q1 2022Q3 20237
TOEWS CORP /ADV 773.68%17.29%52.21%Q1 2022Q3 20237
VERITY Wealth Advisors 770.46%0.48%0.51%Q2 2022Q4 20237
Maltin Wealth Management, Inc. 610.07%0.34%0.55%Q4 2019Q1 20227
NISA INVESTMENT ADVISORS, LLC 520.00%0.62%2.21%Q4 2021Q3 20237
London & Capital Asset Management Ltd 770.11%0.14%0.18%Q4 2018Q2 20207
My Legacy Advisors, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
LOGAN CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q2 2021Q4 20227
TCF National Bank 770.11%0.27%0.40%Q3 2019Q1 20217
Ranch Capital Advisors Inc. 770.01%0.02%0.05%Q1 2020Q3 20217
Wealth Alliance 610.07%0.08%0.11%Q1 2020Q3 20237
ICW Investment Advisors LLC 771.18%1.32%1.82%Q1 2022Q3 20237
Heartwood Wealth Advisors LLC 770.04%0.06%0.11%Q1 2022Q3 20237
HOEY INVESTMENTS, INC 510.00%0.01%0.02%Q2 2020Q1 20237
Provident Wealth Management, LLC 770.01%0.02%0.07%Q4 2021Q2 20237
PYA Waltman Capital, LLC 430.02%0.02%0.03%Q3 2020Q3 20227
ATTICUS WEALTH MANAGEMENT, LLC 770.02%0.07%0.17%Q1 2022Q3 20237
Atlas Private Wealth Management, LLC 610.02%0.04%0.16%Q4 2019Q2 20237
Single Point Partners, LLC 610.81%1.02%1.61%Q4 2021Q3 20237
LWS Wealth Advisors, Inc. 770.10%0.12%0.14%Q3 2021Q1 20237
Apeiron RIA LLC 520.25%0.32%0.54%Q4 2021Q3 20237
Copperleaf Capital, LLC 770.38%1.15%2.03%Q1 2022Q3 20237
Aberdeen Wealth Management LLC 510.02%0.03%0.04%Q4 2019Q1 20237
Summit Wealth Group, LLC 522.51%16.80%21.53%Q4 2019Q2 20237
American Institute for Advanced Investment Management, LLP 770.37%0.41%0.51%Q1 2022Q3 20237
First Pacific Financial 770.95%1.91%2.36%Q1 2022Q3 20237
Intrua Financial, LLC 770.11%0.16%0.38%Q3 2021Q1 20237
ABSOLUTE CAPITAL MANAGEMENT, LLC 771.18%1.70%2.69%Q4 2021Q2 20237
Rockbridge Investment Management, LCC 772.37%2.58%2.70%Q2 2020Q4 20217
MTM Investment Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Hexagon Capital Partners LLC 770.00%0.31%2.15%Q1 2022Q3 20237
Octavia Wealth Advisors, LLC 410.06%0.14%0.29%Q4 2020Q3 20237
Crown Wealth Group, LLC 610.53%0.66%0.75%Q4 2021Q3 20237
MBL Wealth, LLC 770.06%0.09%0.14%Q1 2022Q3 20237
PGIM Custom Harvest LLC 430.01%0.03%0.07%Q1 2021Q3 20237
Draper Asset Management, LLC 550.00%0.37%0.83%Q4 2021Q4 20227
Connectus Wealth, LLC 770.07%0.20%0.26%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.41%0.49%0.56%Q1 2022Q3 20237
PENOBSCOT WEALTH MANAGEMENT 770.18%1.37%2.08%Q1 2022Q3 20237
Epic Trust Investment Advisors, LLC 610.48%1.05%2.41%Q4 2021Q3 20237
Accurate Wealth Management, LLC 510.11%0.24%0.35%Q2 2021Q2 20237
Mount Capital Ltd 771.18%1.40%1.67%Q4 2021Q2 20237
Trevian Wealth Management LLC 6131.24%43.94%48.22%Q4 2021Q3 20237
INTEGRAL INVESTMENT ADVISORS, INC. 520.18%2.57%4.88%Q4 2021Q3 20237
Peterson Financial Group, Inc. 770.14%0.19%0.34%Q1 2022Q3 20237
Waypoint Capital Advisors, LLC 430.08%0.74%2.11%Q4 2021Q3 20237
Peterson Wealth Services 770.84%0.91%0.99%Q4 2021Q2 20237
Silver Oak Advisory Group, Inc. 430.15%0.17%0.19%Q4 2021Q3 20237
Financial Connections Group, Inc. 770.51%0.61%0.82%Q4 2021Q2 20237
CHERRYDALE WEALTH MANAGEMENT, LLC 770.54%1.59%4.04%Q2 2022Q4 20237
TCWP LLC 770.31%4.44%7.08%Q4 2021Q2 20237
JOURNEY STRATEGIC WEALTH LLC 770.04%0.28%0.59%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 770.15%0.18%0.23%Q4 2021Q2 20237
Covestor Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
SILVERHAWK ASSET MANAGEMENT, LLC 773.06%3.41%4.36%Q4 2021Q2 20237
Next Level Private LLC 520.17%0.20%0.26%Q4 2021Q3 20237
Joseph Group Capital Management 770.00%0.05%0.19%Q1 2022Q3 20237
Blackston Financial Advisory Group, LLC 776.26%7.19%7.64%Q4 2021Q2 20237
PURSUE WEALTH PARTNERS LLC 430.12%0.18%0.29%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.84%0.92%0.99%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.66%0.89%1.07%Q1 2022Q3 20237
Safeguard Financial, LLC 770.45%0.78%1.36%Q1 2022Q3 20237
West Wealth Group, LLC 770.11%0.20%0.23%Q4 2021Q2 20237
RAYMOND JAMES TRUST CO. OF NH 7721.35%25.69%30.20%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 771.04%1.27%1.46%Q1 2022Q3 20237
Cahill Wealth Management, LLC 770.30%0.31%0.33%Q1 2022Q3 20237
BMS Financial Advisors, LLC 770.24%0.29%0.33%Q4 2021Q2 20237
ANGELES WEALTH MANAGEMENT, LLC 772.88%4.71%7.54%Q1 2022Q3 20237
Warwick Investment Management, Inc. 430.17%1.25%1.91%Q4 2021Q3 20237
Horizons Wealth Management 770.05%0.07%0.09%Q2 2022Q4 20237
ICA Group Wealth Management, LLC 771.74%2.28%2.57%Q1 2022Q3 20237
Three Bridge Wealth Advisors, LLC 770.45%1.08%1.86%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.29%0.35%0.40%Q4 2021Q3 20237
Abacus Wealth Partners, LLC 770.12%0.24%0.41%Q1 2021Q3 20227
SAWGRASS ASSET MANAGEMENT LLC 770.06%0.07%0.09%Q1 2015Q3 20167
HAZLETT, BURT & WATSON, INC. 770.02%0.05%0.16%Q1 2022Q3 20237
HighTower Trust Company, N.A. 610.04%0.12%0.17%Q2 2017Q1 20237
MEANS INVESTMENT CO., INC. 770.44%2.89%5.72%Q1 2022Q3 20237
PORTLAND INVESTMENT COUNSEL INC. 770.16%0.29%0.43%Q1 2018Q3 20197
SILVER OAK SECURITIES, INCORPORATED 770.20%0.24%0.31%Q1 2022Q3 20237
CADENCE BANK NA 770.07%0.08%0.08%Q4 2020Q2 20227
COUNTRY CLUB BANK /GFN 770.04%0.08%0.11%Q1 2022Q3 20237
NORTHSTAR ASSET MANAGEMENT INC 770.42%0.58%0.74%Q1 2021Q3 20227
L.M. KOHN & COMPANY 771.06%1.35%1.77%Q1 2022Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 510.00%1.55%2.27%Q4 2019Q2 20227
First Western Trust Bank 775.96%6.33%6.71%Q1 2022Q3 20237
KLS Professional Advisors Group, LLC 770.29%1.48%6.83%Q4 2017Q2 20197
West Coast Financial LLC 510.04%0.11%0.31%Q3 2017Q4 20217
Meristem Family Wealth, LLC 610.04%0.32%0.81%Q2 2019Q1 20227
Berkshire Money Management, Inc. 510.03%0.48%0.77%Q4 2018Q3 20237
Day & Ennis, LLC 770.14%0.23%0.33%Q1 2022Q3 20237
iAB Financial Bank 770.51%0.62%0.76%Q4 2015Q2 20177
HENGEHOLD CAPITAL MANAGEMENT LLC 770.04%0.07%0.09%Q1 2022Q3 20237
ETRADE Capital Management LLC 660.01%0.05%0.07%Q2 2019Q3 20206
Jump Financial, LLC 510.32%1.94%3.70%Q1 2021Q3 20226
DAVIDSON INVESTMENT ADVISORS 210.02%0.12%0.43%Q4 2015Q3 20236
Landmark Wealth Management, LLC 314.21%15.29%24.56%Q4 2021Q3 20236
Kingfisher Capital LLC 420.05%0.05%0.06%Q2 2021Q3 20236
McCarthy Asset Management, Inc. 660.04%0.04%0.04%Q4 2020Q1 20226
Bigelow Investment Advisors, LLC 660.41%0.45%0.49%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 312.05%2.96%3.85%Q4 2019Q3 20216
Fairhaven Wealth Management, LLC 420.09%0.17%0.23%Q1 2022Q3 20236
Flagship Private Wealth, LLC 660.17%0.24%0.32%Q4 2020Q1 20226
Greenspring Advisors, LLC 660.07%0.09%0.13%Q4 2021Q1 20236
Camarda Financial Advisors, LLC 510.15%4.83%9.48%Q2 2020Q4 20216
QCM Cayman, Ltd. 310.28%1.01%1.85%Q3 2016Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.16%0.27%Q1 2021Q4 20226
Maven Securities LTD 660.02%0.04%0.08%Q3 2020Q4 20216
Sightline Wealth Advisors, LLC 660.21%0.68%0.92%Q2 2022Q3 20236
Vanguard Capital Wealth Advisors 410.26%0.45%1.37%Q4 2017Q4 20196
CANTOR FITZGERALD, L. P. 661.22%1.36%1.59%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.01%0.02%0.02%Q4 2017Q1 20196
HAP Trading, LLC 210.01%0.07%0.15%Q4 2020Q1 20236
John W. Brooker & Co., CPAs 660.02%0.02%0.03%Q2 2021Q3 20226
Opes Wealth Management LLC 660.11%0.13%0.16%Q2 2022Q3 20236
Lincoln Capital LLC 420.05%0.06%0.06%Q4 2021Q3 20236
Parcion Private Wealth LLC 660.14%0.17%0.21%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.10%0.12%0.15%Q2 2022Q3 20236
Vident Investment Advisory, LLC 330.01%0.15%0.60%Q4 2021Q2 20236
Ritter Daniher Financial Advisory LLC / DE 660.35%0.38%0.46%Q2 2022Q3 20236
Compass Ion Advisors, LLC 510.10%0.20%0.39%Q4 2020Q3 20236
COMMONS CAPITAL, LLC 660.52%0.58%0.66%Q4 2021Q1 20236
Advisor Resource Council 510.19%0.53%0.86%Q2 2021Q1 20236
Outlook Wealth Advisors, LLC 660.80%1.51%2.08%Q4 2018Q1 20206
Sendero Wealth Management, LLC 422.33%5.55%11.06%Q4 2021Q3 20236
Rainsberger Wealth Advisors, Inc. 420.13%0.19%0.24%Q4 2021Q3 20236
Integrated Wealth Management 660.41%1.02%1.30%Q4 2015Q1 20176
Raleigh Capital Management Inc. 330.00%0.00%0.01%Q1 2022Q3 20236
ROWLANDMILLER & PARTNERS.ADV 660.03%0.03%0.03%Q3 2022Q4 20236
Horrell Capital Management, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Marion Wealth Management 660.30%0.37%0.43%Q4 2021Q1 20236
Forum Private Client Group LLC 660.49%0.54%0.64%Q1 2022Q2 20236
10-15 ASSOCIATES, INC. 310.05%0.42%0.85%Q2 2015Q2 20186
Quantitative Advantage, LLC 661.75%1.87%1.96%Q1 2016Q2 20176
First Western Capital Management Co 663.26%3.42%3.54%Q3 2014Q4 20156
Guardian Wealth Management, Inc. 660.00%0.19%0.31%Q4 2021Q1 20236
Passive Capital Management, LLC. 660.14%0.16%0.19%Q4 2021Q1 20236
HBC Financial Services, PLLC 660.02%0.39%2.24%Q4 2021Q1 20236
CAPITAL ONE, NATIONAL ASSOCIATION 510.04%0.32%0.40%Q4 2013Q4 20196
Wellington Shields & Co., LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Ameliora Wealth Management Ltd. 330.06%0.15%0.32%Q4 2021Q2 20236
Bridgewater Advisors Inc. 660.21%0.32%0.41%Q1 2021Q2 20226
GUARDIAN CAPITAL ADVISORS LP 510.03%0.12%0.25%Q4 2018Q3 20236
Cedar Wealth Management, LLC 660.10%0.47%0.64%Q2 2022Q3 20236
EdgeRock Capital LLC 663.23%10.48%24.20%Q2 2022Q3 20236
Integer Wealth Advisors Group LLC 660.21%0.29%0.36%Q4 2019Q1 20216
Whitegate Investment Counselors, Inc. 660.23%0.25%0.27%Q4 2021Q1 20236
Edmond de Rothschild (Europe) 660.41%0.63%0.73%Q2 2015Q3 20166
Drake & Associates, LLC 660.19%0.23%0.25%Q2 2022Q3 20236
Frontier Wealth Management LLC 410.01%0.16%0.71%Q4 2018Q2 20226
Stone Toro Investment Advisers, LP 660.38%1.45%4.41%Q4 2013Q1 20156
WESPAC Advisors SoCal, LLC 330.00%0.05%0.10%Q3 2018Q1 20226
NewFocus Financial Group, LLC 330.17%0.58%1.35%Q2 2019Q4 20206
Cadent Capital Advisors, LLC 660.11%0.12%0.13%Q4 2020Q1 20226
PRENTISS SMITH & CO INC 660.02%0.03%0.04%Q2 2017Q3 20186
Scarborough Advisors, LLC 661.46%3.63%6.06%Q2 2022Q3 20236
KMG FIDUCIARY PARTNERS, LLC 410.03%0.03%0.04%Q2 2021Q3 20236
OLD REPUBLIC INTERNATIONAL CORP 660.33%0.50%0.85%Q3 2020Q4 20216
Aspire Capital Advisors LLC 669.87%10.83%12.57%Q2 2022Q3 20236
Coombe, Bender & Co LLC 666.98%7.77%8.55%Q2 2022Q3 20236
New Vernon Capital Holdings II LLC 511.98%7.90%14.80%Q3 2020Q1 20226
Fortis Capital Management LLC 660.45%1.87%3.87%Q2 2022Q3 20236
First Capital Advisors Group, LLC. 510.02%0.43%0.58%Q1 2018Q2 20236
Independent Portfolio Consultants, Inc. 510.00%0.00%0.01%Q2 2014Q1 20176
Stiles Financial Services Inc 330.18%0.19%0.20%Q4 2021Q3 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.05%0.49%2.18%Q2 2022Q3 20236
CANANDAIGUA NATIONAL CORP 660.06%0.13%0.17%Q4 2020Q1 20226
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Stonegate Investment Group, LLC 660.51%0.63%0.90%Q2 2022Q3 20236
Aaron Wealth Advisors LLC 420.20%0.40%1.36%Q1 2022Q3 20236
Verition Fund Management LLC 110.01%0.04%0.11%Q2 2015Q2 20196
DGS Capital Management, LLC 660.30%0.55%0.72%Q4 2021Q1 20236
Guild Investment Management, Inc. 310.33%5.45%10.85%Q4 2016Q1 20226
First Command Bank 420.00%0.62%1.95%Q1 2021Q2 20236
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 660.12%0.14%0.16%Q2 2022Q3 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.01%0.02%0.02%Q3 2019Q4 20206
Modus Advisors, LLC 660.13%1.90%2.31%Q3 2022Q4 20236
MBB PUBLIC MARKETS I LLC 310.02%0.04%0.07%Q4 2021Q3 20236
Jentner Corp 420.14%0.17%0.18%Q4 2021Q3 20236
OLD MISSION CAPITAL LLC 210.04%0.07%0.13%Q1 2017Q3 20226
Householder Group Estate & Retirement Specialist, LLC 410.24%0.33%0.40%Q4 2021Q3 20236
EXCHANGE TRADED CONCEPTS, LLC 510.01%0.97%5.60%Q3 2021Q1 20236
Greenline Partners, LLC 660.05%0.12%0.16%Q2 2022Q3 20236
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.00%Q3 2019Q3 20216
Lansing Street Advisors 660.20%1.59%4.45%Q1 2022Q2 20236
Azimuth Capital Investment Management LLC 660.18%0.19%0.21%Q2 2022Q3 20236
K2 PRINCIPAL FUND, L.P. 320.03%1.05%3.00%Q4 2014Q3 20216
LWM Advisory Services, LLC 660.33%0.41%0.58%Q4 2021Q1 20236
Summit X, LLC 510.02%0.10%0.19%Q3 2020Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.00%0.35%0.82%Q4 2014Q2 20186
MURPHY CAPITAL MANAGEMENT INC 660.04%0.13%0.41%Q1 2021Q2 20226
Goodman Advisory Group, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Advisory Services & Investments, LLC 664.96%7.22%8.42%Q2 2022Q3 20236
AMICA MUTUAL INSURANCE CO 310.76%2.64%3.71%Q4 2015Q3 20236
Conservest Capital Advisors, Inc. 660.03%0.03%0.03%Q2 2022Q3 20236
Elevated Capital Advisors, LLC 310.09%1.99%3.64%Q1 2019Q1 20226
Sumitomo Mitsui Trust Holdings, Inc. 510.00%0.00%0.00%Q4 2021Q3 20236
Stratos Investment Management, LLC 310.07%0.15%0.34%Q4 2019Q3 20236
Blue Trust, Inc. 663.43%5.14%6.35%Q2 2022Q3 20236
NORTH AMERICAN MANAGEMENT CORP 660.05%0.06%0.09%Q4 2019Q1 20216
Camelot Portfolios, LLC 410.09%0.11%0.14%Q2 2018Q4 20216
Bard Financial Services, Inc. 660.05%0.05%0.06%Q1 2022Q2 20236
Crescent Grove Advisors, LLC 660.06%0.10%0.13%Q2 2022Q3 20236
Ascension Asset Management LLC 410.14%0.15%0.15%Q1 2021Q2 20236
Neumann Capital Management, LLC 510.12%0.13%0.18%Q1 2022Q3 20236
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 660.07%0.85%1.39%Q2 2022Q3 20236
1776 Wealth LLC 660.16%0.78%1.40%Q2 2022Q3 20236
TANDEM CAPITAL MANAGEMENT CORP /ADV 420.20%0.33%0.61%Q4 2019Q3 20236
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
True Link Financial Advisors, LLC 510.02%0.08%0.20%Q4 2020Q3 20226
ATWOOD & PALMER INC 660.00%0.00%0.02%Q2 2022Q3 20236
Successful Portfolios LLC 420.12%0.14%0.18%Q2 2021Q3 20236
Banque Cantonale Vaudoise 660.01%0.01%0.01%Q2 2022Q3 20236
Overbrook Management Corp 660.09%0.14%0.23%Q2 2022Q3 20236
Smith, Salley & Associates 510.03%0.04%0.04%Q1 2021Q3 20236
Mizuho Trust & Banking Co., Ltd. 314.71%10.27%17.04%Q4 2017Q2 20206
Clean Yield Group 310.00%0.00%0.01%Q3 2020Q3 20236
Colonial Trust Advisors 660.04%0.09%0.12%Q4 2021Q1 20236
CM WEALTH ADVISORS LLC 664.11%8.81%11.59%Q2 2022Q3 20236
One Wealth Advisors, LLC 410.01%0.04%0.06%Q4 2017Q3 20236
QUEST INVESTMENT MANAGEMENT LLC 661.48%1.71%1.90%Q3 2020Q4 20216
First Command Advisory Services, Inc. 310.00%0.04%0.23%Q4 2020Q3 20236
GODSEY & GIBB, INC 410.01%0.05%0.12%Q4 2021Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.36%0.41%0.44%Q4 2020Q1 20226
Concentrum Wealth Management 420.13%0.49%0.76%Q2 2019Q3 20216
GEODE CAPITAL MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Newfound Research LLC 511.83%10.09%18.44%Q1 2021Q3 20226
BOSTON PRIVATE BANK & TRUST CO 660.21%0.22%0.22%Q4 2013Q1 20156
Wagner Wealth Management, LLC 660.09%0.49%1.36%Q2 2021Q3 20226
LIBRA WEALTH LLC 510.03%3.74%19.40%Q1 2022Q3 20236
Abundance Wealth Counselors 510.08%0.14%0.17%Q1 2022Q3 20236
Pavion Blue Capital, LLC 660.26%0.29%0.37%Q2 2022Q3 20236
Eukles Asset Management 660.01%0.02%0.04%Q2 2022Q3 20236
High Note Wealth, LLC 660.11%0.13%0.14%Q2 2022Q3 20236
AIMZ Investment Advisors, LLC 320.12%0.49%1.75%Q4 2014Q2 20165
FSM Wealth Advisors, LLC 550.35%0.45%0.53%Q3 2022Q3 20235
Global Assets Advisory, LLC 550.34%1.08%2.18%Q3 2022Q3 20235
NinePointTwo Capital LLC 320.05%0.07%0.08%Q4 2021Q3 20235
Cypress Point Wealth Management, LLC 410.06%0.52%2.24%Q4 2020Q3 20235
Dakota Community Bank & Trust NA 552.62%3.66%7.39%Q3 2022Q3 20235
Crane Advisory, LLC 5513.10%14.86%15.69%Q3 2022Q3 20235
MGO Private Wealth, LLC 553.84%9.49%14.34%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.09%0.12%0.14%Q3 2022Q3 20235
Colonial Trust Co / SC 550.04%0.06%0.08%Q3 2022Q3 20235
UBS AG 440.00%0.06%0.08%Q4 2013Q3 20145
B.O.S.S. Retirement Advisors, LLC 552.58%2.67%2.86%Q4 2022Q4 20235
Compass Financial Group, INC/SD 5511.91%12.68%13.42%Q4 2022Q4 20235
Compass Wealth Management LLC 550.00%0.00%0.00%Q4 2022Q4 20235
AVIANCE CAPITAL MANAGEMENT, LLC 550.01%0.10%0.19%Q3 2015Q3 20165
Paragon Advisors, LLC 550.46%0.59%0.77%Q3 2022Q3 20235
Baron Wealth Management LLC 550.31%0.59%0.87%Q4 2022Q4 20235
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 550.07%0.15%0.24%Q4 2020Q4 20215
Smith Anglin Financial, LLC 550.07%0.10%0.16%Q3 2022Q3 20235
Wealth Enhancement & Preservation of GA, LLC 313.23%7.93%16.28%Q2 2020Q1 20225
Cardinal Capital Management, Inc. 550.00%0.00%0.01%Q2 2020Q2 20215
swisspartners Ltd. 550.38%0.43%0.47%Q4 2020Q4 20215
Meiji Yasuda Life Insurance Co 410.32%2.55%4.28%Q3 2016Q2 20205
INVESTMENT ADVISORY SERVICES INC /TX /ADV 550.14%0.34%0.46%Q3 2022Q3 20235
Fiduciary Trust Co International of Pennsylvania 210.02%0.03%0.07%Q4 2013Q2 20185
Capital Advisory Group Advisory Services, LLC 310.00%0.01%0.01%Q1 2018Q3 20215
Rinkey Investments 410.02%0.18%0.26%Q4 2021Q3 20235
Requisite Capital Management, LLC 550.85%1.07%1.41%Q4 2018Q4 20195
Luken Investment Analytics, LLC 412.88%3.52%5.74%Q4 2020Q3 20235
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 320.01%0.02%0.05%Q4 2019Q3 20235
Clarus Wealth Advisors 550.04%0.80%1.07%Q1 2018Q1 20195
HALBERT HARGROVE GLOBAL ADVISORS, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Wade Financial Advisory, Inc 550.24%0.27%0.28%Q3 2022Q3 20235
CONGRESS ASSET MANAGEMENT CO /MA 550.01%0.01%0.01%Q3 2022Q3 20235
Altus Wealth Group LLC 320.13%0.22%0.27%Q4 2020Q3 20235
Sowa Financial Group, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 5512.38%22.90%29.66%Q4 2016Q4 20175
Ballew Advisors, Inc 320.03%0.12%0.19%Q2 2018Q3 20235
Adams Wealth Management 551.11%2.96%3.86%Q3 2022Q3 20235
Curran Financial Partners, LLC 550.15%0.30%0.53%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.38%0.39%0.40%Q3 2022Q3 20235
Squar Milner Financial Services LLC 550.05%0.21%0.26%Q2 2019Q2 20205
JBJ Investment Partners, LLC 410.02%0.06%0.10%Q1 2019Q4 20215
SHAPIRO ROBERT N 550.09%0.59%1.79%Q4 2013Q4 20145
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.70%0.78%0.92%Q2 2022Q2 20235
SOUTH TEXAS MONEY MANAGEMENT LTD 310.01%0.01%0.02%Q1 2016Q3 20175
BERRY GROUP, LLC 552.24%2.31%2.42%Q4 2019Q4 20205
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 551.69%2.98%7.55%Q4 2020Q4 20215
Colonial River Wealth Management, LLC 320.13%0.18%0.22%Q4 2020Q1 20225
Interchange Capital Partners, LLC 410.03%0.22%0.35%Q4 2020Q1 20235
M.D. Sass, Inc. 554.30%5.78%7.29%Q3 2022Q3 20235
Spearhead Capital Advisors, LLC 550.11%0.17%0.32%Q3 2021Q3 20225
Jolley Asset Management, LLC 550.04%0.11%0.15%Q4 2015Q4 20165
Affinity Capital Advisors, LLC 550.07%0.07%0.08%Q3 2022Q3 20235
SkyView Investment Advisors, LLC 550.19%0.21%0.22%Q2 2022Q2 20235
IronBridge Private Wealth, LLC 550.00%0.06%0.10%Q4 2020Q4 20215
Argentus Capital Management, LLC 550.02%0.40%0.76%Q3 2015Q3 20165
Risk Paradigm Group, LLC 550.02%0.04%0.04%Q1 2017Q1 20185
Johnson Financial Group, LLC 550.43%0.47%0.53%Q1 2021Q1 20225
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Mezzasalma Advisors, LLC 550.45%0.47%0.49%Q4 2020Q4 20215
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
TUCKER ASSET MANAGEMENT LLC 550.03%0.06%0.07%Q3 2022Q3 20235
RAY GERALD L & ASSOCIATES LTD 550.06%0.06%0.06%Q2 2014Q2 20155
CAPITAL MANAGEMENT ASSOCIATES /NY/ 553.01%3.67%5.04%Q3 2022Q3 20235
Derbend Asset Management 551.11%1.33%2.06%Q3 2022Q3 20235
Lenox Wealth Management, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
MACKENZIE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
RELIANCE TRUST CO OF DELAWARE 210.03%0.07%0.13%Q3 2014Q1 20195
Ulrich Consultants & Investment Group, LLC 553.47%14.82%26.12%Q2 2022Q2 20235
Sicart Associates LLC 320.09%0.09%0.10%Q1 2022Q3 20235
Edgemoor Investment Advisors, Inc. 550.09%0.09%0.09%Q3 2022Q3 20235
ENZI WEALTH 550.63%0.85%0.99%Q3 2022Q3 20235
ARQ WEALTH ADVISORS, LLC 310.13%0.14%0.16%Q2 2021Q2 20235
STUDIO INVESTMENT MANAGEMENT LLC 410.00%0.01%0.03%Q2 2022Q3 20235
First Command Financial Services, Inc. 320.00%0.74%1.95%Q1 2021Q2 20235
Aprio Wealth Management, LLC 550.12%0.15%0.20%Q3 2022Q3 20235
Exchange Capital Management, Inc. 320.03%0.04%0.04%Q1 2018Q3 20235
HC FINANCIAL ADVISORS INC 550.02%0.02%0.02%Q2 2021Q2 20225
HERNDON CAPITAL MANAGEMENT LLC 550.00%0.14%0.25%Q2 2016Q2 20175
AMERICAN CAPITAL MANAGEMENT INC 550.01%0.02%0.03%Q4 2019Q4 20205
CoreCap Advisors, LLC 553.06%3.29%3.63%Q4 2021Q4 20225
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 320.05%0.19%0.63%Q3 2015Q4 20175
SENTINEL TRUST CO LBA 550.07%0.08%0.08%Q3 2018Q3 20195
REDW Wealth LLC 410.06%0.14%0.16%Q1 2022Q3 20235
Steward Financial Group LLC 410.18%0.35%0.49%Q4 2021Q2 20235
Progeny 3, Inc. 556.71%8.58%11.30%Q3 2022Q3 20235
Astor Investment Management LLC 555.10%6.40%8.38%Q4 2018Q4 20195
TRUST DEPARTMENT MB FINANCIAL BANK N A 550.01%0.02%0.03%Q2 2014Q2 20155
NN Investment Partners Holdings N.V. 320.04%0.26%0.42%Q2 2016Q3 20185
Vantage Investment Advisors, LLC 550.01%0.03%0.04%Q3 2017Q3 20185
AlphaMark Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Sonora Investment Management Group, LLC 410.02%0.08%0.12%Q4 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.24%0.35%0.51%Q4 2016Q4 20175
Cottage Street Advisors LLC 320.13%0.17%0.28%Q4 2021Q3 20235
HORIZON BANCORP INC /IN/ 410.61%0.98%1.35%Q4 2019Q4 20225
RESOLUTE FINANCIAL, LLC 550.49%0.53%0.55%Q4 2021Q4 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.96%0.99%1.06%Q3 2015Q3 20165
BREMER TRUST NATIONAL ASSOCIATION 550.01%0.06%0.08%Q4 2017Q4 20185
WEALTHSPAN PARTNERS, LLC 550.23%0.26%0.31%Q4 2021Q4 20225
Allen Capital Group, LLC 410.04%0.16%0.41%Q3 2018Q3 20235
BOURGEON CAPITAL MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
TIAA CREF TRUST CO FSB/MO 550.03%0.04%0.06%Q1 2016Q1 20175
Wallington Asset Management, LLC 210.00%0.01%0.06%Q3 2020Q3 20225
Beacon Pointe Wealth Advisors, LLC 550.48%2.69%4.18%Q4 2018Q4 20195
KRS Capital Management, LLC 320.21%0.24%0.25%Q4 2021Q3 20235
SECURITY NATIONAL BANK OF SO DAK 550.89%1.15%2.00%Q4 2017Q4 20185
Confluence Wealth Management LLC 550.22%0.43%0.72%Q3 2015Q3 20165
ACCURATE INVESTMENT SOLUTIONS, INC. 410.03%0.05%0.06%Q3 2017Q1 20205
Syntal Capital Partners, LLC 558.98%11.39%13.18%Q3 2022Q3 20235
Gibson Wealth Advisors LLC 5510.75%12.01%13.79%Q4 2021Q4 20225
ROMANO BROTHERS AND COMPANY 551.45%1.65%1.96%Q3 2022Q3 20235
SBK Financial, Inc. 550.34%0.47%0.58%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.01%0.13%0.48%Q1 2015Q1 20165
Global Wealth Strategies & Associates 5523.87%28.30%36.66%Q4 2022Q4 20235
Simplicity Wealth,LLC 550.53%1.12%1.96%Q3 2022Q3 20235
Landmark Bank 410.06%0.13%0.15%Q3 2018Q4 20195
Bill Few Associates, Inc. 320.34%0.37%0.44%Q4 2021Q3 20235
Brooklyn FI, LLC 320.35%0.81%1.26%Q2 2022Q3 20235
RAM Investment Partners, LLC 550.15%0.17%0.19%Q4 2022Q4 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.07%0.11%0.13%Q4 2013Q4 20145
JUNCTURE WEALTH STRATEGIES, LLC 320.18%0.57%1.15%Q3 2021Q4 20225
WBI INVESTMENTS, LLC 210.06%0.23%0.28%Q2 2020Q1 20235
Hall Private Wealth Advisors 410.22%0.36%0.64%Q4 2020Q1 20225
INR ADVISORY SERVICES LLC 550.03%0.03%0.03%Q2 2016Q2 20175
Balboa Wealth Partners 550.13%0.22%0.35%Q3 2022Q3 20235
Tradewinds, LLC. 320.99%1.67%2.74%Q2 2022Q3 20235
GDS Wealth Management 210.04%0.05%0.06%Q4 2021Q3 20235
National Wealth Management Group, LLC 550.95%0.97%0.98%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 440.04%0.04%0.04%Q1 2017Q4 20174
Pacific Edge Advisors, LLC 440.42%0.45%0.50%Q4 2020Q3 20214
ANDERSON HOAGLAND & CO 440.03%0.04%0.04%Q2 2022Q1 20234
Force Capital Management LLC 441.56%4.75%10.99%Q4 2018Q3 20194
BKA Wealth Consulting, Inc. 311.01%1.94%4.65%Q1 2022Q3 20234
Barber Financial Group, Inc. 440.13%1.64%3.00%Q2 2022Q1 20234
Horizon Investments, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Family Investment Center, Inc. 441.87%1.97%2.12%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 441.28%1.32%1.37%Q4 2022Q3 20234
Weil Company, Inc. 210.09%0.16%0.24%Q3 2019Q3 20234
First County Bank /CT/ 440.45%0.50%0.57%Q4 2022Q3 20234
RE Dickinson Investment Advisors, LLC 210.00%0.01%0.01%Q4 2021Q3 20234
Rooted Wealth Advisors, Inc. 441.29%8.19%15.01%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.03%0.07%0.09%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.17%0.61%1.23%Q4 2022Q3 20234
1919 Investment Counsel, LLC 440.00%0.01%0.04%Q4 2013Q3 20144
Partnervest Advisory Services LLC 310.01%0.17%0.67%Q4 2013Q3 20154
Lodestone Wealth Management LLC 440.22%0.23%0.24%Q4 2022Q3 20234
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 210.00%0.00%0.01%Q3 2018Q4 20214
Kensington Asset Management, LLC 3126.63%33.27%41.45%Q1 2022Q3 20234
Ascension Capital Advisors, Inc. 440.19%0.21%0.22%Q4 2019Q3 20204
Lehman Financial Resources, Inc. 310.00%0.01%0.02%Q1 2014Q3 20154
Highview Capital Management LLC/DE/ 440.28%0.30%0.31%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.20%0.21%0.21%Q4 2021Q3 20224
Jessup Wealth Management, Inc 440.13%0.14%0.14%Q4 2022Q3 20234
VitalStone Financial, LLC 440.87%0.92%1.02%Q4 2022Q3 20234
Copperwynd Financial, LLC 210.12%1.72%3.33%Q4 2020Q3 20234
GEM Asset Management, LLC 440.83%0.86%0.88%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.95%1.97%2.00%Q4 2022Q3 20234
Schear Investment Advisers, LLC 445.15%6.37%8.93%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.85%1.33%2.56%Q4 2022Q3 20234
Independence Advisors, LLC 440.01%0.74%1.45%Q4 2019Q3 20204
Members Trust Co 210.01%0.02%0.02%Q4 2017Q3 20234
GTS SECURITIES LLC 220.00%0.04%0.07%Q2 2023Q3 20234
Olistico Wealth, LLC 440.53%0.56%0.61%Q4 2022Q3 20234
Register Financial Advisors LLC 440.07%0.09%0.10%Q4 2022Q3 20234
Phillips Wealth Planners LLC 443.81%4.34%5.07%Q4 2022Q3 20234
Resource Planning Group 210.14%0.32%0.59%Q3 2018Q3 20234
Integris Wealth Management, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
DIXON HUBARD FEINOUR & BROWN INC/VA 310.04%0.05%0.07%Q2 2019Q2 20224
Ramsay, Stattman, Vela & Price, Inc. 440.07%0.12%0.14%Q4 2022Q3 20234
Hill Investment Group Partners, LLC 440.11%0.16%0.21%Q2 2021Q1 20224
Trifecta Capital Advisors, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Parker Investment Management, LLC 440.03%0.20%0.36%Q1 2022Q4 20224
WHITE PINE CAPITAL LLC 440.14%0.16%0.16%Q4 2022Q3 20234
Corient Private Wealth LLC 441.05%1.12%1.26%Q4 2022Q3 20234
SP Asset Management LLC 440.28%0.32%0.38%Q4 2022Q3 20234
Samson Capital Advisors LLC 4425.04%37.57%43.09%Q4 2014Q3 20154
Waverton Investment Management Ltd 440.41%0.42%0.46%Q2 2015Q1 20164
Advisors Preferred, LLC 111.95%7.49%19.20%Q1 2016Q1 20224
LAM GROUP, INC. 440.56%0.56%0.57%Q4 2022Q3 20234
TCP Asset Management, LLC 440.38%0.51%0.58%Q4 2022Q3 20234
Kooman & Associates 440.45%0.54%0.79%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 441.01%1.36%2.23%Q1 2019Q4 20194
New Hampshire Trust 440.13%0.29%0.72%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 444.41%5.09%5.57%Q4 2022Q3 20234
Family Asset Management, LLC 440.23%0.24%0.26%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.31%0.34%0.36%Q4 2022Q3 20234
Leucadia National 440.10%0.12%0.14%Q4 2022Q3 20234
MOODY LYNN & LIEBERSON, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.06%0.07%0.07%Q4 2021Q3 20224
Gallacher Capital Management LLC 441.28%1.40%1.54%Q4 2022Q3 20234
Waterford Advisors, LLC 440.28%0.33%0.49%Q4 2022Q3 20234
Live Oak Investment Partners 440.24%0.26%0.28%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.01%0.11%0.17%Q4 2022Q3 20234
JDM Financial Group LLC 4424.73%25.00%25.20%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.03%0.05%0.10%Q4 2022Q3 20234
Truvvo Partners LLC 449.92%12.43%13.91%Q4 2021Q3 20224
QS Investors, LLC 440.23%0.29%0.42%Q3 2020Q2 20214
Terra Nova Asset Management LLC 440.32%0.45%0.53%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 446.33%10.97%19.36%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.42%0.46%0.48%Q4 2021Q3 20224
Range Financial Group LLC 440.27%0.28%0.29%Q4 2022Q3 20234
CAHILL FINANCIAL ADVISORS INC 310.01%0.07%0.09%Q3 2021Q3 20234
PRIMORIS WEALTH ADVISORS, LLC 440.49%0.59%0.65%Q2 2022Q1 20234
Regal Wealth Group, Inc. 440.02%0.02%0.02%Q2 2020Q1 20214
Benchmark Wealth Management, LLC 440.88%5.50%7.11%Q4 2022Q3 20234
Bishop Rock Capital, L.P. 315.79%6.70%7.87%Q3 2022Q3 20234
LBA Wealth Management, LLC 440.00%0.01%0.02%Q2 2016Q1 20174
KENNEDY INVESTMENT GROUP 440.14%0.18%0.21%Q4 2022Q3 20234
Tevis Investment Management 440.01%0.01%0.02%Q4 2021Q3 20224
AVALON CAPITAL MANAGEMENT 440.15%0.20%0.22%Q3 2017Q2 20184
Arkfeld Wealth Strategies, L.L.C. 440.24%0.44%0.54%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 446.41%6.85%7.07%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.16%0.46%0.67%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.20%1.25%1.88%Q4 2022Q3 20234
Verum Partners LLC 442.79%3.44%4.23%Q4 2022Q3 20234
SEIZERT CAPITAL PARTNERS, LLC 110.01%0.04%0.07%Q4 2020Q4 20224
Beaumont Financial Advisors, LLC 441.61%1.68%1.74%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 442.28%2.78%3.76%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.26%0.88%1.69%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.88%1.04%1.13%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.07%0.08%0.08%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.01%0.04%Q3 2020Q2 20214
St. Johns Investment Management Company, LLC 440.03%0.04%0.06%Q1 2019Q4 20194
Archford Capital Strategies, LLC 310.10%0.48%0.81%Q3 2017Q4 20184
Drystone LLC 440.28%0.29%0.31%Q4 2021Q3 20224
FIL Ltd 310.00%0.02%0.06%Q4 2018Q2 20214
RFP Financial Group LLC 440.33%0.54%1.03%Q4 2022Q3 20234
Relative Value Partners Group, LLC 220.02%0.03%0.07%Q4 2021Q3 20234
Life Planning Partners, Inc 440.01%0.15%0.31%Q4 2021Q3 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.37%0.39%0.41%Q4 2022Q3 20234
Heartwood Wealth Management Ltd 4417.83%23.50%28.81%Q4 2015Q3 20164
626 Financial, LLC 440.52%0.53%0.54%Q4 2022Q3 20234
VALLEY FINANCIAL MANAGEMENT, INC. 443.64%5.80%9.79%Q3 2022Q2 20234
Meredith Wealth Planning 440.32%0.34%0.36%Q4 2022Q3 20234
ISLAY CAPITAL MANAGEMENT, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 443.01%3.30%3.74%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 441.10%1.22%1.36%Q4 2022Q3 20234
Byrne Asset Management LLC 440.02%0.05%0.07%Q4 2022Q3 20234
Coastwise Capital Group, LLC 440.40%0.56%1.00%Q4 2022Q3 20234
Granite Bay Wealth Management, LLC 210.17%0.19%0.24%Q4 2021Q3 20234
Main Street Research LLC 220.02%0.04%0.06%Q4 2021Q3 20234
Quantbot Technologies LP 210.02%0.25%0.77%Q3 2019Q1 20214
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 440.23%0.32%0.44%Q2 2020Q1 20214
Elmwood Wealth Management, Inc. 210.00%0.04%0.14%Q1 2021Q1 20234
Sound Stewardship, LLC 440.18%0.20%0.22%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.23%0.32%0.42%Q4 2022Q3 20234
CULLINAN ASSOCIATES INC 440.22%0.24%0.26%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.65%1.83%2.34%Q1 2020Q3 20234
Financial Designs Corp 443.58%3.71%3.79%Q4 2022Q3 20234
Iron Horse Wealth Management, LLC 210.00%0.05%0.17%Q4 2020Q3 20234
Wealthgate Family Office, LLC 440.20%0.24%0.32%Q4 2020Q3 20214
Financial Network Wealth Management LLC 440.29%0.33%0.37%Q4 2022Q3 20234
Desjardins Global Asset Management Inc. 445.13%13.92%19.65%Q1 2022Q4 20224
Cresta Advisors, Ltd. 440.24%0.35%0.52%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.79%0.90%0.98%Q4 2022Q3 20234
FSA Wealth Management LLC 310.01%0.02%0.03%Q4 2019Q4 20204
Legacy Financial Group LLC 441.94%5.55%8.29%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.07%0.09%0.14%Q4 2022Q3 20234
Briaud Financial Planning, Inc 110.00%0.16%0.25%Q4 2019Q3 20234
M. Kulyk & Associates, LLC 310.06%0.06%0.07%Q3 2021Q2 20234
Etesian Wealth Advisors, Inc. 440.38%0.42%0.44%Q4 2022Q3 20234
Red Cedar Capital, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
CHANNEL WEALTH LLC 440.83%0.89%0.96%Q1 2023Q4 20234
Personal Wealth Partners 310.03%0.03%0.04%Q2 2019Q2 20214
CLEAR INVESTMENT RESEARCH, LLC 210.00%0.01%0.03%Q3 2018Q3 20224
General Partner, Inc. 440.13%0.14%0.15%Q1 2023Q4 20234
Sandhill Capital Partners LLC 440.09%0.26%0.69%Q4 2019Q3 20204
VAN DEN BERG MANAGEMENT I, INC 440.00%0.00%0.00%Q4 2022Q3 20234
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 220.17%0.20%0.23%Q3 2022Q3 20234
Mach-1 Financial Group, LLC 310.01%0.29%0.75%Q1 2022Q1 20234
Baron Financial Group, LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Core Wealth Advisors, Inc. 446.90%10.12%14.02%Q4 2022Q3 20234
Sargent Investment Group, LLC 220.05%0.06%0.06%Q4 2021Q3 20234
Axiom Financial Strategies, LLC 440.40%0.42%0.47%Q1 2020Q4 20204
Leeward Financial Partners, LLC 440.16%0.19%0.21%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.34%0.59%0.84%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 442.26%2.37%2.46%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.11%0.11%0.12%Q1 2010Q3 20234
Sterling Financial Planning, Inc. 440.02%0.02%0.03%Q4 2020Q3 20214
Werba Rubin Papier Wealth Management 440.95%1.13%1.21%Q4 2022Q3 20234
Hyperion Partners, LLC 440.28%0.29%0.29%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SPC Financial, Inc. 310.03%0.03%0.04%Q2 2022Q3 20234
COWA, LLC 220.01%0.06%0.23%Q4 2020Q3 20224
Occidental Asset Management, LLC 220.06%0.33%0.60%Q4 2021Q3 20234
Lakewood Asset Management LLC 440.40%0.42%0.45%Q4 2022Q3 20234
Tillman Hartley LLC 440.23%0.24%0.24%Q4 2022Q3 20234
CONNORS INVESTOR SERVICES INC 440.03%0.03%0.04%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.58%0.63%0.68%Q4 2022Q3 20234
Proquility Private Wealth Partners, LLC 210.10%0.42%1.09%Q2 2022Q3 20234
Strait & Sound Wealth Management LLC 440.24%0.37%0.50%Q4 2022Q3 20234
Elite Wealth Management, Inc. 440.25%1.65%5.66%Q4 2014Q3 20154
DIMENSION CAPITAL MANAGEMENT LLC 440.13%0.14%0.14%Q4 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 441.01%1.32%1.45%Q4 2014Q3 20154
LaSalle St. Investment Advisors, LLC 441.78%2.31%2.73%Q4 2022Q3 20234
SIENA CAPITAL LLC 444.11%4.46%4.91%Q4 2021Q3 20224
DRIVE WEALTH MANAGEMENT, LLC 440.59%0.63%0.72%Q4 2022Q3 20234
BEACON FINANCIAL PLANNING, INC 440.49%0.51%0.52%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 440.27%0.32%0.45%Q4 2022Q3 20234
Kessler Investment Group, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
Gateway Wealth Partners, LLC 444.67%5.35%6.02%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.65%0.79%1.01%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.71%1.02%1.30%Q4 2022Q3 20234
Aevitas Wealth Management, Inc. 440.04%0.05%0.08%Q2 2018Q1 20194
RF&L WEALTH MANAGEMENT, LLC 441.81%1.94%2.04%Q4 2022Q3 20234
CIC Wealth, LLC 447.41%8.84%9.87%Q4 2022Q3 20234
Park Place Capital Corp 440.12%0.13%0.14%Q4 2022Q3 20234
Northeast Financial Group, Inc. 440.99%1.58%2.21%Q4 2022Q3 20234
Palumbo Wealth Management LLC 440.12%0.15%0.18%Q4 2022Q3 20234
E Fund Management (Hong Kong) Co., Ltd. 440.03%0.40%0.82%Q1 2023Q4 20234
Bleakley Financial Group, LLC 440.76%0.83%0.94%Q4 2022Q3 20234
Lighthouse Financial Advisors, Inc. 440.14%0.17%0.20%Q4 2019Q3 20204
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.08%0.10%0.14%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.22%0.25%0.29%Q4 2022Q3 20234
Wright Fund Management, LLC 444.08%6.60%11.77%Q4 2022Q3 20234
PFM Asset Management LLC 440.27%0.35%0.51%Q3 2020Q2 20214
Park Edge Advisors, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 441.52%1.63%1.68%Q4 2022Q3 20234
MCIA Inc 440.10%0.11%0.13%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.35%0.59%0.76%Q4 2022Q3 20234
DEFINED WEALTH MANAGEMENT, LLC 310.03%3.67%5.22%Q4 2020Q3 20234
Tanglewood Legacy Advisors, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Clifford Group, LLC 4417.91%18.58%19.01%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 440.87%0.92%1.07%Q4 2022Q3 20234
Financial Freedom, LLC 440.39%0.44%0.47%Q4 2022Q3 20234
Sterling Group Wealth Management, LLC 444.55%5.30%6.01%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 444.63%4.98%5.54%Q4 2022Q3 20234
WCG Wealth Advisors LLC 210.06%0.32%0.94%Q2 2022Q3 20234
CHELSEA COUNSEL CO 440.86%2.10%3.39%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.14%0.65%1.40%Q4 2022Q3 20234
DROMS STRAUSS ADVISORS INC /MO/ /ADV 210.09%0.10%0.12%Q2 2021Q3 20234
XL Group Investments Ltd 448.09%8.90%9.55%Q4 2016Q3 20174
Garden State Investment Advisory Services LLC 440.33%0.36%0.45%Q4 2022Q3 20234
Standpoint Asset Management, LLC 4415.70%15.78%15.88%Q4 2022Q3 20234
Mirador Capital Partners LP 310.05%0.07%0.11%Q4 2021Q4 20224
CEERA INVESTMENTS, LLC 310.11%0.14%0.16%Q3 2021Q3 20234
LEVEL FOUR FINANCIAL, LLC 441.03%1.23%1.32%Q4 2020Q3 20214
Financial Partners Group, LLC 440.15%0.16%0.16%Q4 2022Q3 20234
AMICA PENSION FUND BOARD OF TRUSTEES 220.55%0.87%1.52%Q1 2014Q4 20154
Clarity Financial LLC 440.05%0.74%2.72%Q4 2022Q3 20234
REBALANCE, LLC 440.23%0.23%0.24%Q4 2022Q3 20234
Lowe Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
BASSO CAPITAL MANAGEMENT, L.P. 442.84%17.23%23.50%Q4 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 442.93%3.46%3.93%Q4 2019Q3 20204
Sterling Investment Advisors, Ltd. 440.01%0.01%0.01%Q3 2021Q2 20224
Core Wealth Partners LLC 441.20%1.26%1.33%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.03%0.03%0.04%Q4 2021Q1 20234
Towercrest Capital Management 440.05%0.06%0.07%Q4 2022Q3 20234
W.G. Shaheen & Associates DBA Whitney & Co 310.00%0.03%0.06%Q1 2018Q3 20224
Mill Creek Capital Advisors, LLC 441.01%1.81%2.10%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 441.66%2.60%3.63%Q4 2022Q3 20234
KMS FINANCIAL SERVICES, INC 440.07%0.07%0.08%Q4 2013Q3 20144
INSIGNEO ADVISORY SERVICES, LLC 440.25%0.44%0.70%Q4 2022Q3 20234
LWMG, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 440.42%0.45%0.47%Q4 2020Q3 20214
AJ Advisors, LLC 4420.97%22.31%24.23%Q4 2022Q3 20234
Y.D. More Investments Ltd 442.66%4.42%5.38%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.19%0.39%0.95%Q4 2022Q3 20234
River Street Advisors LLC 440.46%0.49%0.52%Q4 2022Q3 20234
New Republic Capital, LLC 440.26%0.64%0.81%Q4 2022Q3 20234
Callan Family Office, LLC 440.26%0.69%0.94%Q4 2022Q3 20234
SWM Advisors 4439.86%40.96%43.82%Q4 2021Q3 20224
OAK HILL WEALTH ADVISORS, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 4413.71%14.06%14.37%Q4 2022Q3 20234
ROVIN CAPITAL /UT/ /ADV 440.46%0.65%0.87%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.25%0.28%0.32%Q4 2022Q3 20234
Sentinus, LLC 440.38%0.81%1.23%Q3 2022Q2 20234
Arista Wealth Management, LLC 440.71%1.12%1.36%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 441.66%2.13%2.62%Q4 2022Q3 20234
Broadview Financial Management, LLC 440.54%0.57%0.61%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.13%0.16%0.18%Q4 2022Q3 20234
AIFG Consultants Ltd. 440.73%0.81%0.87%Q4 2022Q3 20234
AFS Financial Group, LLC 441.05%1.15%1.38%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.02%0.05%Q4 2019Q3 20214
Dominguez Wealth Management Solutions, Inc. 440.42%0.43%0.44%Q4 2022Q3 20234
JANUS HENDERSON INVESTORS US LLC 310.00%0.01%0.02%Q2 2015Q1 20174
PALO ALTO WEALTH ADVISORS, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Waycross Investment Management Co 440.26%0.29%0.32%Q4 2022Q3 20234
Maple Capital Management, Inc. 440.03%0.05%0.07%Q4 2022Q3 20234
IMA Wealth, Inc. 440.20%0.20%0.21%Q4 2022Q3 20234
Matrix Trust Co 445.27%5.52%5.84%Q2 2019Q1 20204
MYECFO, LLC 440.18%0.50%1.21%Q4 2022Q3 20234
FutureAdvisor, Inc. 440.08%0.13%0.20%Q4 2014Q3 20154
Nalls Sherbakoff Group, LLC 310.15%0.41%0.50%Q4 2018Q3 20234
BROGAN FINANCIAL, INC. 440.25%0.27%0.28%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.08%0.10%0.13%Q4 2022Q3 20234
Poplar Forest Capital LLC 310.02%0.03%0.03%Q4 2019Q1 20214
Breakwater Capital Group 441.73%1.93%2.31%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 442.50%9.49%15.96%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 444.08%4.86%5.87%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.36%0.38%0.40%Q4 2022Q3 20234
Lourd Capital, LLC 210.07%0.12%0.15%Q4 2015Q4 20183
Sterling Investment Counsel, LLC 330.13%0.15%0.18%Q1 2023Q3 20233
Trilogy Capital Inc. 330.01%0.01%0.01%Q1 2018Q3 20183
SILVERLAKE WEALTH MANAGEMENT LLC 330.11%0.13%0.14%Q4 2022Q2 20233
PATTON FUND MANAGEMENT, INC. 210.06%0.56%1.56%Q4 2022Q3 20233
CONTINENTAL INVESTORS SERVICES, INC. 210.50%0.74%0.90%Q4 2021Q2 20233
CCG WEALTH MANAGEMENT, LLC 330.16%0.28%0.34%Q1 2023Q3 20233
WESPAC Advisors, LLC 330.22%0.26%0.30%Q3 2021Q1 20223
BECK CAPITAL MANAGEMENT, LLC 210.15%3.20%6.09%Q4 2014Q2 20203
CYPRESS ASSET MANAGEMENT INC/TX 330.18%0.19%0.19%Q1 2019Q3 20193
BIP Wealth, LLC 330.08%0.11%0.12%Q1 2023Q3 20233
STRATTON MANAGEMENT CO 330.01%0.02%0.03%Q2 2015Q4 20153
W ADVISORS, LLC 330.60%0.65%0.73%Q1 2023Q3 20233
EWA, LLC 332.18%2.20%2.22%Q1 2023Q3 20233
Rafferty Asset Management, LLC 330.23%0.47%0.68%Q2 2014Q4 20143
MERITAGE PORTFOLIO MANAGEMENT 330.02%0.02%0.02%Q4 2022Q2 20233
DOLIVER ADVISORS, LP 210.09%0.12%0.13%Q1 2019Q4 20193
Slow Capital, Inc. 210.04%0.04%0.04%Q3 2020Q1 20223
ORG Partners LLC 330.39%2.08%3.33%Q1 2023Q3 20233
High Falls Advisors, Inc 330.02%0.02%0.02%Q4 2015Q2 20163
CABANA LLC 110.00%3.30%9.91%Q4 2019Q3 20213
Delta Financial Group, Inc. 210.09%0.11%0.13%Q4 2022Q3 20233
Kiwi Wealth Investments Limited Partnership 210.05%0.06%0.08%Q3 2021Q4 20223
Trustees of the Smith College 334.84%9.17%17.01%Q1 2022Q3 20223
Wealthsimple Inc. 330.02%0.02%0.02%Q1 2022Q3 20223
O'Connor Financial Group LLC 336.32%6.54%6.71%Q1 2023Q3 20233
Bridge Advisory, LLC 210.08%0.14%0.17%Q2 2021Q3 20233
Comprehensive Financial Consultants Institutional, Inc. 330.20%0.20%0.22%Q4 2021Q2 20223
Fullerton Fund Management Co Ltd. 210.18%0.30%0.41%Q3 2018Q1 20203
Trivant Custom Portfolio Group, LLC 330.03%0.06%0.08%Q1 2023Q3 20233
Hemenway Trust Co LLC 330.06%0.06%0.06%Q4 2014Q2 20153
Epstein & White Financial LLC 330.14%0.15%0.17%Q4 2018Q2 20193
FinTrust Investment Advisory Services, LLC 330.22%0.24%0.25%Q3 2017Q1 20183
HARBOUR INVESTMENT MANAGEMENT LLC 330.17%0.33%0.47%Q1 2023Q3 20233
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Rice Partnership, LLC 210.01%0.14%0.20%Q2 2018Q2 20233
INVESTMENT PARTNERS, LTD. 210.12%0.16%0.18%Q3 2020Q3 20223
PIERSHALE FINANCIAL GROUP, INC. 330.03%0.03%0.03%Q4 2022Q2 20233
Bellwether Investment Group, LLC 210.04%0.25%0.42%Q2 2016Q1 20173
Allegiant Private Advisors, LLC 330.39%0.41%0.43%Q4 2020Q2 20213
CPR Investments Inc. 210.17%0.59%0.83%Q1 2022Q3 20233
DCF Advisers, LLC 111.19%4.92%11.51%Q4 2021Q4 20223
Broadleaf Partners, LLC 330.14%0.18%0.21%Q1 2023Q3 20233
Truadvice, LLC 210.14%0.36%0.78%Q2 2021Q3 20233
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.56%0.72%0.92%Q4 2022Q3 20233
HOWARD FINANCIAL SERVICES, LTD. 330.05%0.07%0.08%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.14%0.32%0.43%Q1 2023Q3 20233
January Capital Advisors LLC 330.28%0.30%0.35%Q4 2021Q2 20223
Grey Fox Wealth Advisors, LLC 210.05%0.14%0.28%Q4 2022Q3 20233
WILMINGTON TRUST CO 330.03%0.03%0.03%Q4 2013Q2 20143
Gallagher Fiduciary Advisors, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Headlands Technologies LLC 330.29%0.88%1.86%Q1 2023Q3 20233
Trellis Advisors, LLC 210.12%0.18%0.22%Q3 2018Q1 20223
David Kennon Inc 3315.65%16.37%16.74%Q1 2023Q3 20233
Guardian Wealth Advisors, LLC 210.19%0.19%0.20%Q1 2021Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
First Trust Direct Indexing L.P. 330.04%0.05%0.07%Q1 2023Q3 20233
MID CONTINENT CAPITAL LLC/IL 330.18%0.18%0.20%Q1 2015Q3 20153
UNIVERSITY OF CHICAGO 3384.24%92.33%97.22%Q1 2020Q3 20203
Alaethes Wealth LLC 330.49%0.51%0.53%Q1 2023Q3 20233
Essential Planning, LLC. 330.13%0.14%0.16%Q1 2023Q3 20233
FIDUCIARY SERVICES CORP/GA 330.12%0.68%1.07%Q3 2014Q1 20153
WealthPlan Investment Management, LLC 210.04%0.05%0.06%Q1 2022Q4 20223
Consolidated Portfolio Review Corp 330.26%0.29%0.32%Q1 2023Q3 20233
Hurlow Wealth Management Group, Inc. 330.10%0.13%0.18%Q1 2023Q3 20233
Eagle Bluffs Wealth Management LLC 330.24%0.74%1.03%Q4 2021Q2 20223
PFG Investments, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
SageGuard Financial Group, LLC 330.52%0.60%0.73%Q4 2020Q2 20213
Legend Financial Advisors, Inc. 330.06%0.06%0.06%Q3 2022Q1 20233
KELLEHER FINANCIAL ADVISORS 330.13%0.37%0.51%Q4 2016Q2 20173
Highstreet Asset Management Inc. 330.22%0.31%0.37%Q2 2015Q4 20153
Alliance Wealth Management Group 330.08%0.08%0.08%Q4 2022Q2 20233
TFB Advisors LLC 334.61%5.31%5.81%Q4 2022Q2 20233
RIVERSEDGE ADVISORS, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Kavar Capital Partners, LLC 210.01%0.02%0.02%Q1 2018Q2 20193
Strategic Capital Alternatives LLC 210.04%0.05%0.06%Q3 2014Q2 20153
LGT Financial Advisors LLC 210.39%0.42%0.47%Q4 2022Q3 20233
STALEY CAPITAL ADVISERS INC 330.10%0.10%0.10%Q1 2023Q3 20233
Glovista Investments LLC 110.10%0.13%0.16%Q2 2014Q3 20213
Aquire Wealth Advisors, LLC 210.02%0.12%0.17%Q4 2021Q3 20233
Avalon Trust Co 330.03%0.03%0.04%Q1 2023Q3 20233
Prentice Wealth Management LLC 330.07%0.08%0.09%Q1 2021Q3 20213
USAdvisors Wealth Management, LLC 330.61%0.81%0.95%Q4 2018Q2 20193
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 330.10%0.10%0.11%Q3 2021Q1 20223
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q1 20233
Crow Point Partners, LLC 330.04%0.05%0.05%Q3 2017Q1 20183
East Coast Asset Management, LLC. 210.05%0.06%0.09%Q4 2021Q2 20233
Accuvest Global Advisors 210.27%0.41%0.54%Q1 2015Q1 20163
Freedom Investment Management, Inc. 210.03%0.09%0.12%Q4 2022Q3 20233
Edmonds Duncan Registered Investment Advisors, LLC 331.10%1.12%1.15%Q4 2019Q2 20203
BIVIN & ASSOCIATES, INC. 330.04%0.10%0.21%Q4 2021Q2 20223
JMAC ENTERPRISES LLC 330.06%0.06%0.07%Q1 2023Q3 20233
First Long Island Investors, LLC 330.06%0.06%0.06%Q2 2017Q4 20173
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 330.09%0.17%0.31%Q3 2020Q1 20213
Strategic Financial Concepts, LLC 332.13%2.52%2.79%Q1 2023Q3 20233
Navalign, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q2 2023Q4 20233
Plan Group Financial, LLC 212.36%3.46%5.19%Q2 2022Q3 20233
Empower Advisory Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
ClearBridge Investments 110.00%0.00%0.00%Q4 2015Q1 20203
Private Capital Advisors, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
DHJJ Financial Advisors, Ltd. 330.12%0.12%0.12%Q1 2023Q3 20233
MENORA MIVTACHIM HOLDINGS LTD. 330.03%0.04%0.04%Q1 2023Q3 20233
Stonehearth Capital Management, LLC 330.14%0.14%0.14%Q2 2023Q4 20233
Korea Investment CORP 330.51%0.55%0.61%Q1 2023Q3 20233
Momentum Advisors, LLC 3319.41%19.88%20.56%Q2 2022Q4 20223
Cerro Pacific Wealth Advisors LLC 210.12%0.20%0.24%Q4 2020Q1 20233
Hamilton Point Investment Advisors, LLC 330.27%0.28%0.29%Q1 2023Q3 20233
Stone Point Wealth LLC 330.10%0.16%0.26%Q1 2023Q3 20233
Kingsbury Capital Investment Advisors LLC 330.40%0.42%0.45%Q1 2022Q3 20223
PLANNING ALTERNATIVES LTD /ADV 110.04%0.24%0.35%Q1 2022Q3 20233
Mendel Capital Management LLC 330.20%1.95%3.32%Q1 2023Q3 20233
Capital Wealth Planning, LLC 210.17%0.19%0.21%Q2 2019Q1 20203
First National Bank of Mount Dora, Trust Investment Services 330.12%0.12%0.12%Q2 2023Q4 20233
Root Financial Partners, LLC 330.25%0.32%0.42%Q1 2023Q3 20233
Uncommon Cents Investing LLC 330.09%0.09%0.10%Q1 2021Q3 20213
Glass Jacobson Investment Advisors llc 210.83%1.17%1.40%Q4 2022Q3 20233
WealthTrust Fairport, LLC 210.02%0.03%0.05%Q4 2013Q2 20183
Greenfield Savings Bank 330.19%0.19%0.20%Q2 2022Q4 20223
Capital Investment Counsel, Inc 210.02%0.02%0.02%Q1 2022Q3 20233
Pinnacle Private Wealth, LLC 330.74%0.88%1.03%Q4 2021Q2 20223
Pekin Hardy Strauss, Inc. 330.03%0.03%0.04%Q1 2021Q3 20213
Barton Investment Management 330.02%0.03%0.03%Q2 2021Q4 20213
Financial Enhancement Group LLC 210.00%0.64%1.01%Q2 2021Q3 20233
Paulson Wealth Management Inc. 210.02%0.29%0.43%Q4 2017Q3 20233
Calamos Wealth Management LLC 210.13%0.15%0.19%Q2 2020Q3 20233
Family Capital Management, Inc. 330.09%0.23%0.32%Q1 2023Q3 20233
Warther Private Wealth, LLC 330.65%0.71%0.77%Q2 2021Q4 20213
25 LLC 332.35%2.38%2.42%Q1 2023Q3 20233
MAIRS & POWER INC 330.01%0.01%0.01%Q4 2019Q2 20203
PRICE T ROWE ASSOCIATES INC /MD/ 210.00%0.00%0.00%Q4 2019Q3 20233
Mitsubishi UFJ Asset Management (UK) Ltd. 211.93%3.96%5.01%Q1 2020Q2 20223
CIM, LLC 210.03%0.03%0.04%Q2 2021Q1 20223
Vista Private Wealth Partners. LLC 210.02%0.08%0.11%Q3 2019Q3 20233
Vise Technologies, Inc. 330.76%1.14%1.33%Q4 2021Q2 20223
SWMG, LLC 330.29%0.34%0.43%Q4 2022Q2 20233
Mariner Wealth Advisors-Cincinnati, LLC 210.01%0.02%0.02%Q4 2017Q3 20183
BECKER CAPITAL MANAGEMENT INC 330.09%0.10%0.11%Q1 2023Q3 20233
Calamos Advisors LLC 110.42%1.09%2.21%Q2 2021Q4 20223
Obsidian Personal Planning Solutions LLC 210.19%0.31%0.46%Q2 2022Q3 20233
TBH Global Asset Management, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Summit Rock Advisors, LP 213.55%18.88%42.63%Q3 2019Q2 20203
Avalon Investment & Advisory 210.02%0.22%0.36%Q4 2021Q1 20233
CMH Wealth Management LLC 330.50%0.56%0.59%Q2 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.08%0.15%0.26%Q4 2017Q3 20183
Roof Eidam Maycock Peralta, LLC 210.01%0.05%0.07%Q3 2019Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
CPA Asset Management LLC 330.16%0.40%0.54%Q1 2023Q3 20233
Watson Rebecca 330.13%0.15%0.20%Q1 2020Q3 20203
SBB Research Group LLC 3315.56%21.32%24.82%Q4 2021Q2 20223
Renasant Bank 330.26%0.27%0.27%Q4 2020Q2 20213
MARIETTA INVESTMENT PARTNERS LLC 330.28%0.28%0.29%Q1 2023Q3 20233
Pinnacle Wealth Planning Services, Inc. 210.02%0.56%0.88%Q1 2020Q4 20203
CMT TRADING LLC 110.64%1.53%3.17%Q2 2015Q3 20183
Spectrum Planning & Advisory Services Inc. 330.54%0.67%0.74%Q1 2023Q3 20233
Private Capital Management, LLC 210.03%0.04%0.05%Q1 2022Q3 20233
Novak Financial Planning, LLC 330.17%0.18%0.18%Q4 2020Q2 20213
Harbor Group, Inc. 330.16%0.17%0.17%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.17%0.19%0.21%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 331.10%1.19%1.25%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
BEACON INVESTMENT ADVISORY SERVICES, INC. 210.01%0.02%0.03%Q4 2022Q3 20233
Amplius Wealth Advisors, LLC 210.02%0.07%0.09%Q4 2021Q3 20233
BARINGS LLC 330.15%0.19%0.20%Q1 2020Q3 20203
O'Brien Wealth Partners LLC 330.00%0.00%0.01%Q1 2018Q3 20183
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 210.03%0.04%0.04%Q1 2021Q3 20233
Imprint Wealth LLC 330.65%0.89%1.02%Q1 2023Q3 20233
Nilsine Partners, LLC 330.04%0.07%0.13%Q1 2023Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 331.31%4.05%8.91%Q3 2015Q1 20163
NORTHSTAR CAPITAL MANAGEMENT LLC 330.12%0.12%0.12%Q1 2019Q3 20193
Heritage Wealth Partners, LLC 220.12%0.29%0.46%Q2 2023Q3 20232
Moser Wealth Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
MATTERN CAPITAL MANAGEMENT, LLC 220.66%0.68%0.69%Q2 2023Q3 20232
BT Wealth Management LLC 110.06%0.08%0.11%Q4 2019Q4 20212
Petix & Botte Co 220.12%0.13%0.13%Q2 2023Q3 20232
THOMIST CAPITAL MANAGEMENT, LP 224.89%9.59%14.29%Q1 2023Q2 20232
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Traverso Chambers Private Wealth Management, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Sound View Wealth Advisors, LLC 220.34%0.36%0.39%Q4 2018Q1 20192
SUMITOMO LIFE INSURANCE CO 220.42%0.68%0.94%Q2 2023Q3 20232
Filbrandt Wealth Management, LLC 220.01%0.02%0.04%Q1 2020Q2 20202
Signet Investment Advisory Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20202
Legacy Capital Wealth Partners, LLC 111.61%1.76%1.90%Q1 2023Q3 20232
Advisory Resource Group 220.07%0.08%0.09%Q2 2023Q3 20232
Cynosure Group, LLC 221.39%1.89%2.40%Q2 2023Q3 20232
Riverstone Advisors, LLC 220.12%0.12%0.12%Q4 2020Q1 20212
INVESTMENT MANAGEMENT OF VIRGINIA LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Highlander Capital Management, LLC 110.00%0.01%0.01%Q1 2023Q3 20232
Belvedere Advisors LLC 220.43%0.89%1.36%Q1 2019Q2 20192
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
ORLEANS CAPITAL MANAGEMENT CORP/LA 220.24%0.24%0.24%Q2 2023Q3 20232
CAPITAL ONE FINANCIAL CORP 220.04%0.04%0.04%Q1 2020Q2 20202
VisionPoint Advisory Group, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.03%0.04%0.05%Q3 2020Q3 20232
LITTLE HOUSE CAPITAL LLC 220.11%0.20%0.28%Q1 2020Q2 20202
Horst & Graben Wealth Management LLC 220.15%0.16%0.17%Q3 2021Q4 20212
Sunesis Advisors, LLC 110.84%0.85%0.86%Q1 2023Q3 20232
All Season Financial Advisors, Inc. 220.19%0.19%0.20%Q1 2023Q2 20232
SHINE INVESTMENT ADVISORY SERVICES INC 220.03%0.03%0.03%Q2 2020Q3 20202
Fulcrum Equity Management 220.18%0.69%1.19%Q4 2021Q1 20222
Claret Asset Management Corp 110.04%0.04%0.05%Q4 2021Q2 20232
Planned Solutions, Inc. 220.07%0.07%0.08%Q3 2020Q4 20202
Q3 Asset Management 220.40%12.95%25.51%Q2 2023Q3 20232
TLWM 220.06%0.07%0.09%Q2 2023Q3 20232
Wealth Advisory Solutions, LLC 110.52%0.72%0.91%Q1 2021Q2 20222
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
BLUEFIN CAPITAL MANAGEMENT, LLC 110.06%0.08%0.09%Q3 2022Q1 20232
Seneca House Advisors 220.14%0.14%0.14%Q1 2022Q2 20222
Greylin Investment Management, Inc 110.17%0.18%0.18%Q4 2013Q3 20142
Brown Miller Wealth Management, LLC 220.12%0.12%0.12%Q4 2021Q1 20222
Foster Group, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
TUDOR INVESTMENT CORP ET AL 110.01%0.02%0.04%Q2 2018Q3 20212
KAVAR CAPITAL PARTNERS GROUP, LLC 220.21%0.22%0.22%Q2 2023Q3 20232
E Fund Management Co., Ltd. 220.02%0.04%0.07%Q2 2023Q3 20232
Infini Master Fund 222.44%2.81%3.18%Q3 2021Q4 20212
IVC Wealth Advisors LLC 110.01%0.13%0.26%Q4 2020Q4 20222
PRINCETON CAPITAL MANAGEMENT LLC 110.13%0.64%1.16%Q4 2021Q4 20222
Gryphon Financial Partners LLC 110.01%0.44%0.87%Q4 2018Q2 20222
DOCK STREET ASSET MANAGEMENT INC 220.15%0.16%0.16%Q4 2014Q1 20152
Huber Financial Advisors, LLC 220.16%0.17%0.19%Q4 2019Q1 20202
ARS Wealth Advisors, LLC 220.08%0.08%0.08%Q3 2017Q4 20172
SUSQUEHANNA TRUST & INVESTMENT CO 220.05%0.05%0.05%Q1 2015Q2 20152
BALYASNY ASSET MANAGEMENT L.P. 220.31%0.33%0.36%Q3 2017Q4 20172
Compton Financial Group, LLC 220.87%0.88%0.90%Q1 2023Q2 20232
Golden State Equity Partners 220.45%0.46%0.46%Q2 2023Q3 20232
TITLEIST CAPITAL, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
CoreFirst Bank & Trust 220.01%0.01%0.01%Q4 2022Q1 20232
CFS Investment Advisory Services, LLC 110.00%0.16%0.31%Q4 2020Q1 20222
CenterStar Asset Management, LLC 110.02%0.03%0.04%Q3 2019Q4 20212
Measured Wealth Private Client Group, LLC 110.03%0.14%0.26%Q3 2018Q3 20232
Parplus Partners 220.08%50.04%100.00%Q4 2019Q1 20202
Gs Investments, Inc. 110.00%0.01%0.01%Q4 2020Q1 20222
MACROVIEW INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Mokosak Advisory Group, LLC 220.14%0.14%0.14%Q2 2019Q3 20192
Willis Johnson & Associates, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Lauer Wealth, LLC 222.90%3.04%3.19%Q1 2023Q2 20232
QUATTRO FINANCIAL ADVISORS LLC 220.90%0.92%0.94%Q4 2021Q1 20222
Bradley & Co. Private Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SpiderRock Advisors, LLC 220.04%0.08%0.12%Q1 2022Q2 20222
Arjuna Capital 110.03%0.03%0.03%Q1 2021Q4 20222
KENNICOTT CAPITAL MANAGEMENT LLC 227.26%7.28%7.30%Q2 2022Q3 20222
True Capital Management 220.25%0.26%0.28%Q4 2022Q1 20232
Shepherd Financial Partners LLC 220.06%0.06%0.07%Q4 2016Q1 20172
Revisor Wealth Management LLC 110.25%0.34%0.44%Q1 2023Q3 20232
Strategic Asset Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Strong Tower Advisory Services 220.12%0.14%0.17%Q3 2021Q4 20212
MARYLAND CAPITAL ADVISORS INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Herold Advisors, Inc. 110.01%0.02%0.04%Q3 2021Q1 20222
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2017Q4 20192
VISTA FINANCE, LLC 220.21%0.42%0.63%Q4 2021Q1 20222
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 224.76%5.01%5.27%Q2 2023Q3 20232
Genus Capital Management Inc. 220.55%0.61%0.67%Q2 2023Q3 20232
COHEN LAWRENCE B 220.21%0.24%0.26%Q2 2022Q3 20222
STONNINGTON GROUP, LLC 110.02%0.04%0.06%Q4 2021Q1 20232
Jane Street Holding, LLC 110.04%0.05%0.05%Q4 2013Q4 20132
Capital One Investing, Inc. 220.07%0.09%0.12%Q1 2019Q2 20192
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q1 2022Q3 20232
SevenBridge Financial Group, LLC 110.00%0.15%0.29%Q4 2017Q4 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.40%0.43%0.47%Q4 2021Q1 20222
American Planning Services, Inc. 220.20%0.21%0.22%Q2 2023Q3 20232
INSIGHT 2811, INC. 220.12%0.12%0.12%Q2 2023Q3 20232
OLIO Financial Planning 220.23%0.24%0.25%Q2 2023Q3 20232
WealthStone, Inc. 110.04%0.14%0.25%Q2 2019Q2 20202
UNIONVIEW, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
3EDGE Asset Management, LP 220.03%0.04%0.04%Q3 2019Q4 20192
Nauset Wealth Management. LLC 221.18%1.34%1.49%Q4 2021Q1 20222
NTB Financial Corp 220.16%0.17%0.17%Q4 2021Q1 20222
Clear Harbor Asset Management, LLC 110.01%0.02%0.03%Q4 2019Q3 20202
Frontier Asset Management, LLC 220.05%0.13%0.21%Q4 2021Q1 20222
FFT WEALTH MANAGEMENT LLC 113.94%5.04%6.13%Q4 2016Q2 20172
Kellett Wealth Advisors, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.05%0.08%0.10%Q1 2018Q4 20182
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.03%0.04%Q2 2016Q3 20182
Private Vista, LLC 110.28%1.19%2.10%Q4 2015Q2 20202
Elgethun Capital Management 220.03%0.03%0.04%Q2 2023Q3 20232
Man Group plc 220.00%0.00%0.00%Q1 2023Q2 20232
Edgestream Partners, L.P. 220.30%0.31%0.31%Q2 2023Q3 20232
Vontobel Swiss Wealth Advisors AG 220.36%0.40%0.44%Q2 2019Q3 20192
Willow Creek Wealth Management Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Summit Financial Wealth Advisors, LLC 220.04%0.05%0.05%Q2 2021Q3 20212
J.Safra Asset Management Corp 220.26%0.37%0.49%Q3 2016Q4 20162
MITCHELL MCLEOD PUGH & WILLIAMS INC 224.35%4.39%4.42%Q2 2023Q3 20232
Hoxton Financial, Inc. 110.01%0.02%0.04%Q4 2014Q1 20162
Leisure Capital Management 110.24%1.02%1.80%Q4 2021Q4 20222
Point View Wealth Management, Inc. 110.10%0.34%0.58%Q2 2014Q1 20182
Delap Wealth Advisory, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
Seaside Wealth Management, Inc. 220.11%0.11%0.12%Q2 2023Q3 20232
SG3 Management, LLC 110.07%0.19%0.30%Q2 2020Q2 20202
Infini Capital Management Ltd 222.44%2.81%3.18%Q3 2021Q4 20212
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Coppell Advisory Solutions Corp. 221.65%1.66%1.67%Q4 2022Q1 20232
THOMAS STORY & SON LLC 110.08%0.10%0.12%Q1 2020Q1 20222
D L CARLSON INVESTMENT GROUP INC 220.03%0.03%0.04%Q4 2021Q1 20222
Dunhill Financial, LLC 223.33%4.16%4.99%Q2 2023Q3 20232
Boston Common Asset Management, LLC 220.27%0.29%0.30%Q1 2018Q2 20182
SHELTON CAPITAL MANAGEMENT 220.01%0.01%0.01%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.04%0.04%0.04%Q4 2022Q2 20232
GUIDANCE CAPITAL, INC 220.51%0.62%0.74%Q2 2023Q3 20232
DIALECTIC CAPITAL MANAGEMENT, LP 221.66%1.90%2.14%Q2 2016Q3 20162
Kingdom Financial Group LLC. 225.29%5.35%5.41%Q2 2023Q3 20232
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.42%0.84%Q4 2022Q3 20232
Riverview Capital Advisers, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
NWK Group, Inc. 220.06%0.07%0.07%Q4 2019Q1 20202
Syntegra Private Wealth Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CONTINUUM WEALTH ADVISORS, LLC 223.08%6.09%9.10%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 112.86%2.90%2.94%Q4 2022Q3 20232
Pioneer Wealth Management Group 221.30%1.35%1.41%Q2 2023Q3 20232
Values Added Financial LLC 221.78%1.84%1.90%Q2 2023Q3 20232
ZRC WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Legacy Capital Group California, Inc. 220.09%0.09%0.09%Q2 2023Q3 20232
Quintet Private Bank (Europe) S.A. 110.01%0.01%0.01%Q1 2023Q3 20232
Portside Wealth Group, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.16%0.17%0.18%Q2 2023Q3 20232
Nemes Rush Group LLC 220.05%0.05%0.05%Q2 2023Q3 20232
ELEVATUS WELATH MANAGEMENT 220.14%0.17%0.20%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.02%0.03%Q2 2023Q3 20232
Slagle Financial, LLC 221.29%1.34%1.38%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.28%0.30%0.32%Q2 2023Q3 20232
UNION SAVINGS BANK 220.10%0.10%0.10%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.14%0.14%0.15%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.10%0.24%0.38%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.08%0.10%0.12%Q2 2023Q3 20232
SEVEN MILE ADVISORY 223.15%3.86%4.57%Q2 2023Q3 20232
Certus Wealth Management, LLC 2214.57%15.24%15.90%Q2 2023Q3 20232
Dechtman Wealth Management, LLC 2212.20%12.67%13.13%Q2 2023Q3 20232
CGC Financial Services, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Peoples Bank/KS 221.43%1.45%1.47%Q3 2023Q4 20232
Daniel Devine & Co 220.30%0.66%1.02%Q1 2018Q2 20182
Lunt Capital Management, Inc. 220.12%0.13%0.13%Q2 2023Q3 20232
Beacon Wealthcare, Inc 110.10%0.14%0.18%Q4 2018Q1 20202
Paloma Partners Management Co 110.01%0.09%0.17%Q1 2017Q2 20202
Arlington Capital Management, Inc. 220.60%0.67%0.73%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
NORRIS PERNE & FRENCH LLP/MI 110.02%0.02%0.03%Q3 2018Q1 20222
Rezny Wealth Management, Inc. 220.30%0.31%0.31%Q2 2023Q3 20232
RNC CAPITAL MANAGEMENT LLC 220.02%0.03%0.04%Q2 2020Q3 20202
CKW FINANCIAL GROUP 220.00%0.00%0.00%Q2 2023Q3 20232
Gotham Asset Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Bellecapital International Ltd. 220.07%0.07%0.07%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 220.03%0.06%0.08%Q3 2022Q4 20222
Tidal Investments LLC 111.68%2.01%2.34%Q4 2021Q2 20232
GAMBLE JONES INVESTMENT COUNSEL 220.02%0.05%0.08%Q4 2014Q1 20152
Somerset Trust Co 220.01%0.01%0.01%Q3 2015Q4 20152
INTEGRAL DERIVATIVES, LLC 110.02%0.03%0.04%Q4 2014Q1 20162
BEL AIR INVESTMENT ADVISORS LLC 220.16%0.17%0.19%Q1 2021Q2 20212
DESTRIER CAPITAL MANAGEMENT LLC 227.32%7.60%7.87%Q2 2016Q3 20162
Vontobel Holding Ltd. 220.02%0.03%0.04%Q2 2022Q3 20222
CARRET ASSET MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Cornerstone Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Pinnacle Summer Investments, Inc. 220.01%0.01%0.02%Q3 2015Q4 20152
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q4 2014Q1 20152
NorthCoast Asset Management LLC 220.01%0.02%0.03%Q2 2021Q3 20212
CORNERCAP INVESTMENT COUNSEL INC 220.10%0.10%0.10%Q3 2020Q4 20202
Summit Asset Management, LLC 220.29%0.29%0.29%Q2 2023Q3 20232
FURE FINANCIAL CORP 1114.37%16.68%19.00%Q3 2021Q1 20222
Willingdon Wealth Management 110.05%0.09%0.13%Q1 2016Q1 20202
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q2 20202
440 INVESTMENT GROUP, LLC 220.87%0.88%0.88%Q3 2017Q4 20172
STEWART & PATTEN CO LLC 220.04%0.05%0.07%Q1 2023Q2 20232
Janney Capital Management LLC 110.01%0.02%0.02%Q4 2018Q1 20222
OARSMAN CAPITAL, INC. 221.17%1.17%1.18%Q2 2023Q3 20232
Morningstar Investment Services LLC 110.06%0.06%0.07%Q3 2014Q1 20152
BAHL & GAYNOR INC 110.00%0.01%0.01%Q4 2015Q1 20182
LINCOLN CAPITAL CORP 220.16%0.30%0.44%Q2 2022Q3 20222
MITCHELL SINKLER & STARR/PA 220.58%0.60%0.62%Q1 2023Q2 20232
Evanston Investments, Inc., dba Evanston Advisors 220.22%0.24%0.26%Q3 2018Q4 20182
DUDLEY & SHANLEY, INC. 220.14%0.15%0.16%Q3 2020Q4 20202
Daiwa Securities Group Inc. 110.00%0.01%0.01%Q2 2017Q2 20232
SAYBROOK CAPITAL /NC 220.24%0.24%0.24%Q4 2021Q1 20222
CORRADO ADVISORS, LLC 220.18%0.20%0.23%Q3 2022Q4 20222
State of New Jersey Common Pension Fund D 221.48%1.51%1.54%Q3 2021Q4 20212
NFC Investments, LLC 222.22%2.35%2.48%Q1 2020Q2 20202
Pinkerton Retirement Specialists, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Lionsbridge Wealth Management LLC 113.61%6.65%9.69%Q4 2019Q2 20232
CORBETT ROAD CAPITAL MANAGEMENT, LLC 222.40%3.65%4.91%Q1 2022Q2 20222
BHF Kleinwort Benson Group S.A. 220.06%0.07%0.07%Q4 2014Q1 20152
Maxim Capital Management LLC 220.29%0.35%0.40%Q1 2020Q2 20202
AMJ Financial Wealth Management 110.10%0.10%0.10%Q2 2021Q2 20232
Great Lakes Retirement, Inc. 220.13%0.28%0.43%Q4 2019Q1 20202
Argent Wealth Management LLC 110.04%0.04%0.04%Q4 2019Q2 20202
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
EAGLE CAPITAL MANAGEMENT LLC 110.05%0.07%0.10%Q4 2018Q4 20212
Cardinal Strategic Wealth Guidance 110.00%0.01%0.01%Q2 2022Q1 20232
Auour Investments LLC 221.32%1.41%1.50%Q2 2023Q3 20232
Strategic Wealth Investment Group, LLC 110.03%0.07%0.11%Q2 2022Q2 20232
WT Wealth Management 220.10%0.11%0.11%Q2 2023Q3 20232
TRADITION ASSET MANAGEMENT LLC 220.08%0.08%0.09%Q1 2020Q2 20202
Core Alternative Capital 220.09%0.09%0.09%Q3 2021Q4 20212
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2020Q3 20232
Wealth CMT 220.16%0.27%0.37%Q4 2022Q1 20232
HARRELL INVESTMENT PARTNERS, LLC 221.28%1.32%1.36%Q4 2019Q1 20202
Verde Capital Management 110.11%0.13%0.14%Q4 2019Q3 20202
KICKSTAND VENTURES, LLC. 1110.52%10.52%10.52%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 117.52%7.52%7.52%Q3 2023Q3 20231
Prosperitas Financial LLC 114.55%4.55%4.55%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.54%0.54%0.54%Q3 2023Q3 20231
Campbell Wealth Management 110.02%0.02%0.02%Q2 2020Q2 20201
ETF Store, Inc. 110.34%0.34%0.34%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Grassi Investment Management 110.03%0.03%0.03%Q1 2019Q1 20191
BluePath Capital Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Mid-American Wealth Advisory Group, Inc. 110.20%0.20%0.20%Q4 2021Q4 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Windsor Advisory Group, LLC 111.17%1.17%1.17%Q3 2023Q3 20231
LaFleur & Godfrey LLC 110.60%0.60%0.60%Q3 2020Q3 20201
Equius Partners, Inc. 110.53%0.53%0.53%Q4 2022Q4 20221
Trail Ridge Investment Advisors, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
LifeSteps Financial, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
NORTHSTAR INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Planning Center, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Cleary Gull Holdings Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
NYL Investors LLC 111.14%1.14%1.14%Q4 2021Q4 20211
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 111.09%1.09%1.09%Q3 2019Q3 20191
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
MCDANIEL TERRY & CO 110.10%0.10%0.10%Q4 2022Q4 20221
AMI ASSET MANAGEMENT CORP 110.61%0.61%0.61%Q4 2022Q4 20221
IAM Advisory, LLC 113.40%3.40%3.40%Q2 2021Q2 20211
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.04%0.04%0.04%Q3 2016Q3 20161
Bull Oak Capital, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Prosperity Consulting Group, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
DRAVO BAY LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Grant Street Asset Management, Inc. 110.21%0.21%0.21%Q1 2021Q1 20211
State of Wyoming 110.00%0.00%0.00%Q1 2022Q1 20221
Castle Financial & Retirement Planning Associates, Inc. 1114.76%14.76%14.76%Q4 2021Q4 20211
Arcus Capital Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Genesee Capital Advisors, LLC 113.40%3.40%3.40%Q2 2021Q2 20211
Sciencast Management LP 1158.18%58.18%58.18%Q1 2020Q1 20201
H&H Retirement Design & Management INC 110.18%0.18%0.18%Q3 2023Q3 20231
Liberty Capital Management, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
Baillie Gifford 110.03%0.03%0.03%Q1 2016Q1 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FundX Investment Group, LLC 110.14%0.14%0.14%Q4 2015Q4 20151
Ground Swell Capital, LLC 112.43%2.43%2.43%Q4 2020Q4 20201
Community Bank & Trust, Waco, Texas 110.13%0.13%0.13%Q1 2020Q1 20201
SOLARIS ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q1 2017Q1 20171
BNC WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Longer Investments Inc. 113.27%3.27%3.27%Q1 2016Q1 20161
HERBST GROUP, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
MADRONA FUNDS, LLC 116.23%6.23%6.23%Q3 2019Q3 20191
Vident Advisory, LLC 110.68%0.68%0.68%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 111.46%1.46%1.46%Q4 2018Q4 20181
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2018Q4 20181
Indiana Trust & Investment Management CO 110.71%0.71%0.71%Q3 2023Q3 20231
PBMares Wealth Management LLC 110.72%0.72%0.72%Q4 2019Q4 20191
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Old Port Advisors 110.08%0.08%0.08%Q3 2023Q3 20231
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Oliver Luxxe Assets LLC 110.25%0.25%0.25%Q4 2016Q4 20161
Allegis Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Florence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Permanens Capital L.P. 1113.08%13.08%13.08%Q4 2018Q4 20181
AIRE ADVISORS, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
GREENWOOD GEARHART INC 110.06%0.06%0.06%Q1 2019Q1 20191
Sterneck Capital Management, LLC 110.27%0.27%0.27%Q4 2015Q4 20151
Regis Management CO LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Y-Intercept (Hong Kong) Ltd 110.08%0.08%0.08%Q3 2021Q3 20211
GW&K Investment Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RUSSELL FRANK CO/ 110.02%0.02%0.02%Q3 2015Q3 20151
New Harbor Financial Group, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Matisse Capital 110.22%0.22%0.22%Q3 2023Q3 20231
Wellesley Investment Partners, LLC 110.14%0.14%0.14%Q4 2015Q4 20151
ACADIAN ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q1 2018Q1 20181
S&CO INC 110.02%0.02%0.02%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Solidarity Wealth, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
ROMAN BUTLER FULLERTON & CO 110.12%0.12%0.12%Q1 2023Q1 20231
HORIZON FINANCIAL SERVICES, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Mount Yale Investment Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Loudon Investment Management, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q2 2014Q2 20141
Sunflower Bank, N.A. 110.45%0.45%0.45%Q2 2020Q2 20201
Probity Advisors, Inc. 110.07%0.07%0.07%Q3 2021Q3 20211
Crescent Capital Consulting, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
FC Advisory LLC 110.09%0.09%0.09%Q4 2023Q4 20231
EA Series Trust 110.06%0.06%0.06%Q2 2023Q2 20231
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q3 2021Q3 20211
MILLER HOWARD INVESTMENTS INC /NY 110.04%0.04%0.04%Q4 2018Q4 20181
Detwiler Fenton Investment Management LLC 110.28%0.28%0.28%Q4 2014Q4 20141
Semper Trust Co. 110.81%0.81%0.81%Q4 2015Q4 20151
L2 Asset Management, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sigma Investment Management Co 116.99%6.99%6.99%Q2 2014Q2 20141
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Provident Investment Management, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
FIDUCIARY MANAGEMENT INC /WI/ 110.00%0.00%0.00%Q4 2015Q4 20151
Arbor Investment Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 112.48%2.48%2.48%Q4 2021Q4 20211
KAYS FINANCIAL ADVISORY CORP /ADV 110.06%0.06%0.06%Q3 2020Q3 20201
FIRST FINANCIAL EQUITY CORPORATION 110.89%0.89%0.89%Q1 2017Q1 20171
KEB ASSET MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
TRIANGLE PEAK PARTNERS, LP 115.70%5.70%5.70%Q3 2015Q3 20151
Clearwater Capital Advisors, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
MARSHALL WACE, LLP 110.02%0.02%0.02%Q1 2020Q1 20201
Hardman Johnston Global Advisors LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Fifth Third Wealth Advisors LLC 110.10%0.10%0.10%Q4 2023Q4 20231
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Whelan Financial 110.11%0.11%0.11%Q3 2023Q3 20231
Capital Planning LLC 110.12%0.12%0.12%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.39%0.39%0.39%Q3 2023Q3 20231
JGP Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Atlantic Private Wealth, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Watershed Asset Management, L.L.C. 116.98%6.98%6.98%Q4 2021Q4 20211
Power Corp of Canada 110.01%0.01%0.01%Q1 2022Q1 20221
Polianta Ltd 114.97%4.97%4.97%Q2 2019Q2 20191
MRA Associates USA LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Kerntke Otto McGlone Wealth Management Group 110.08%0.08%0.08%Q4 2022Q4 20221
GAMCO INVESTORS, INC. ET AL 110.01%0.01%0.01%Q1 2020Q1 20201
L. Roy Papp & Associates, LLP 110.08%0.08%0.08%Q1 2018Q1 20181
Suncoast Equity Management 110.04%0.04%0.04%Q3 2023Q3 20231
Innova Wealth Partners 110.21%0.21%0.21%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TrueWealth Advisors, LLC 110.16%0.16%0.16%Q1 2021Q1 20211
Roberts Wealth Advisors, LLC 110.32%0.32%0.32%Q3 2021Q3 20211
Yorktown Management & Research Co Inc 111.02%1.02%1.02%Q3 2015Q3 20151
DRW SECURITIES, L.L.C. 110.07%0.07%0.07%Q3 2022Q3 20221
Forefront Analytics, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TOTAL INVESTMENT MANAGEMENT INC 110.05%0.05%0.05%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.52%0.52%0.52%Q4 2021Q4 20211
MKD WEALTH COACHES, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q1 2023Q1 20231
Hobart Private Capital, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Goelzer Investment Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
LODESTAR INVESTMENT COUNSEL LLC/IL 110.02%0.02%0.02%Q2 2019Q2 20191
Cox Capital Mgt LLC 110.01%0.01%0.01%Q1 2020Q1 20201
J Arnold Wealth Management Co 1115.58%15.58%15.58%Q3 2023Q3 20231
Boulder Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Trellus Management Company, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Alpine Global Management, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
KCS Wealth Advisory 110.03%0.03%0.03%Q3 2019Q3 20191
Ullmann Wealth Partners Group, LLC 110.19%0.19%0.19%Q1 2021Q1 20211
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
FMA ADVISORY INC 110.00%0.00%0.00%Q2 2015Q2 20151
JUMP TRADING, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
ACORNS SECURITIES, LLC 1134.30%34.30%34.30%Q4 2017Q4 20171
Horizon Wealth Management, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Advisors 115.59%5.59%5.59%Q2 2021Q2 20211
TD ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2018Q1 20181
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
Financial Consulate Inc. 110.31%0.31%0.31%Q2 2021Q2 20211
Cinctive Capital Management LP 110.38%0.38%0.38%Q2 2022Q2 20221
SANDERS MORRIS HARRIS LLC 110.11%0.11%0.11%Q2 2018Q2 20181
BEDEL FINANCIAL CONSULTING INC 110.23%0.23%0.23%Q3 2023Q3 20231
MUFG Bank, Ltd. 1123.54%23.54%23.54%Q4 2019Q4 20191
Verdad Advisers, LP 1110.65%10.65%10.65%Q2 2023Q2 20231
UNITED BANK 110.66%0.66%0.66%Q3 2017Q3 20171
STATE OF WISCONSIN INVESTMENT BOARD 110.14%0.14%0.14%Q2 2018Q2 20181
BlueSky Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
CANADA PENSION PLAN INVESTMENT BOARD 110.09%0.09%0.09%Q1 2020Q1 20201
SUMMITRY LLC 110.09%0.09%0.09%Q4 2022Q4 20221
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST INTERSTATE BANCSYSTEM INC 110.03%0.03%0.03%Q1 2021Q1 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.00%0.00%0.00%Q3 2018Q3 20181
Edgewood Management 110.01%0.01%0.01%Q4 2018Q4 20181
B&D White Capital Company, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Oak Point Wealth Management 110.21%0.21%0.21%Q4 2017Q4 20171
Allston Trading LLC 1118.65%18.65%18.65%Q4 2013Q4 20131
MAPLE SECURITIES USA INC 110.06%0.06%0.06%Q4 2014Q4 20141
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
Brickley Wealth Management 110.08%0.08%0.08%Q4 2019Q4 20191
Naviter Wealth, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
Capstone Triton Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
CLOUGH CAPITAL PARTNERS L P 110.09%0.09%0.09%Q2 2018Q2 20181
Paragon Capital Management Ltd 110.08%0.08%0.08%Q3 2023Q3 20231
ARGENT CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2018Q4 20181
PECONIC PARTNERS LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Alliance Wealth Advisors, LLC 111.46%1.46%1.46%Q4 2020Q4 20201
Pension Partners, LLC 1140.78%40.78%40.78%Q3 2018Q3 20181
GRIES FINANCIAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.14%0.14%0.14%Q2 2020Q2 20201
Providence First Trust Co 110.02%0.02%0.02%Q3 2022Q3 20221
Columbia Pacific Advisors, LLC 115.50%5.50%5.50%Q3 2015Q3 20151
Cordatus Wealth Management LLC 110.40%0.40%0.40%Q1 2022Q1 20221
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.09%0.09%0.09%Q4 2021Q4 20211
Arlington Financial Advisors, LLC 110.99%0.99%0.99%Q4 2018Q4 20181
NAVELLIER & ASSOCIATES INC 110.04%0.04%0.04%Q2 2023Q2 20231
Hummer Financial Advisory Services Inc 110.24%0.24%0.24%Q3 2023Q3 20231
Wambolt & Associates, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Round Rock Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Veracity Capital LLC 110.13%0.13%0.13%Q2 2023Q2 20231
SimpliFi, Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
Stillwater Investment Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Prism Advisors, Inc. 110.29%0.29%0.29%Q2 2021Q2 20211
Pathlight Investors LLC 110.17%0.17%0.17%Q4 2018Q4 20181
RWQ Financial Management Services, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
WOODWARD DIVERSIFIED CAPITAL, LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Mattern Wealth Management LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Shilanski & Associates, Inc. 116.92%6.92%6.92%Q3 2022Q3 20221
TRAN CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q4 2015Q4 20151
KEYSTONE WEALTH PARTNERS 110.70%0.70%0.70%Q4 2021Q4 20211
CONSULTIVA WEALTH MANAGEMENT, CORP. 112.26%2.26%2.26%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital Wealth Alliance, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
SAGE PRIVATE WEALTH GROUP, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MD Financial Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
WAYCROSS PARTNERS, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Clarus Group, Inc. 110.17%0.17%0.17%Q2 2023Q2 20231
Castle Rock Wealth Management, LLC 110.41%0.41%0.41%Q4 2017Q4 20171
Foster Victor Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Goepper Burkhardt LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Requisite Energy Fund I LP 110.87%0.87%0.87%Q4 2018Q4 20181
Relaxing Retirement Coach 110.18%0.18%0.18%Q4 2017Q4 20171
Strategic Equity Management 110.09%0.09%0.09%Q3 2023Q3 20231
ARVEST TRUST CO N A 110.02%0.02%0.02%Q1 2022Q1 20221
Lumature Wealth Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TCTC Holdings, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
AQR Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
AFAM CAPITAL, INC. 110.53%0.53%0.53%Q4 2015Q4 20151
ACT Advisors, LLC. 110.20%0.20%0.20%Q4 2021Q4 20211
Choice Wealth Advisors, LLC 112.73%2.73%2.73%Q2 2022Q2 20221
STABLEFORD CAPITAL II LLC 110.65%0.65%0.65%Q1 2023Q1 20231
Kaizen Financial Strategies 110.64%0.64%0.64%Q3 2023Q3 20231
Marshall Financial Group LLC 110.08%0.08%0.08%Q4 2021Q4 20211
INVESTMENT HOUSE LLC 110.84%0.84%0.84%Q4 2020Q4 20201
Gilman Hill Asset Management, LLC 110.90%0.90%0.90%Q4 2018Q4 20181
Grey Street Capital, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
REFRAME WEALTH, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Arvest Bank Trust Division 110.04%0.04%0.04%Q4 2020Q4 20201
Financial Alternatives, Inc 110.27%0.27%0.27%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
True Wealth Design, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Gibraltar Capital Management, Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
Moran Wealth Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
MOSAIC FAMILY WEALTH PARTNERS, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Keeler Thomas Management LLC 114.13%4.13%4.13%Q3 2022Q3 20221
Koesten, Hirschmann & Crabtree, INC. 110.02%0.02%0.02%Q1 2023Q1 20231
Sumitomo Mitsui DS Asset Management Company, Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Poehling Capital Management, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
Johnson & White Wealth Management, LLC 112.45%2.45%2.45%Q4 2022Q4 20221
STAPP WEALTH MANAGEMENT, PLLC 110.17%0.17%0.17%Q3 2022Q3 20221
GREENWOOD CAPITAL ASSOCIATES LLC 110.13%0.13%0.13%Q2 2017Q2 20171
Schwab Charitable Fund 110.02%0.02%0.02%Q1 2023Q1 20231
KBC Group NV 110.21%0.21%0.21%Q4 2015Q4 20151
Birchcreek Wealth Management, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Falcon Wealth Planning 110.06%0.06%0.06%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Strata Wealth Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.34%0.34%0.34%Q2 2023Q2 20231
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.02%0.02%0.02%Q1 2022Q1 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.04%0.04%0.04%Q4 2021Q4 20211
St. James Investment Company, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Altman Advisors, Inc. 112.14%2.14%2.14%Q4 2018Q4 20181
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 1111.59%11.59%11.59%Q1 2014Q1 20141
Worth Asset Management, LLC 110.72%0.72%0.72%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
JACOBSON & SCHMITT ADVISORS, LLC 110.25%0.25%0.25%Q3 2016Q3 20161
MIZUHO SECURITIES USA LLC 110.08%0.08%0.08%Q4 2020Q4 20201
HARTLINE INVESTMENT CORP/ 110.57%0.57%0.57%Q3 2022Q3 20221
Permit Capital Advisors, LLC 118.53%8.53%8.53%Q1 2022Q1 20221
CFO4Life, L.P. 118.90%8.90%8.90%Q4 2022Q4 20221
Old North State Trust, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
F3Logic, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Total Wealth Planning, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Windsor Capital Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Centerpoint Advisors, LLC 111.02%1.02%1.02%Q2 2022Q2 20221
CALIBER WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Source Financial Advisors LLC 110.54%0.54%0.54%Q3 2023Q3 20231
SYKON CAPITAL LLC 114.52%4.52%4.52%Q2 2023Q2 20231
American Research & Management Co. 110.00%0.00%0.00%Q4 2021Q4 20211
LJI Wealth Management, LLC 110.29%0.29%0.29%Q4 2022Q4 20221
KPP Advisory Services LLC 110.74%0.74%0.74%Q3 2023Q3 20231
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
ZEVIN ASSET MANAGEMENT LLC 110.22%0.22%0.22%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.99%0.99%0.99%Q2 2023Q2 20231
Keel Point Advisors, LLC 1140.96%40.96%40.96%Q4 2014Q4 20141
EXANE DERIVATIVES 110.38%0.38%0.38%Q1 2022Q1 20221
Meritas Wealth Management, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Carter Financial Group, INC. 110.33%0.33%0.33%Q1 2022Q1 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
PROVIDENT TRUST CO 110.07%0.07%0.07%Q4 2018Q4 20181
My Personal CFO, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Slocum, Gordon & Co LLP 110.00%0.00%0.00%Q3 2023Q3 20231
First Washington CORP 110.03%0.03%0.03%Q3 2018Q3 20181
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
NOVARE CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Vienna Asset Management LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Blue Sky Asset Management, LLC 111.15%1.15%1.15%Q4 2020Q4 20201
Madison Scottsdale, LC 111.49%1.49%1.49%Q4 2013Q4 20131
Equita Financial Network, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Constant Guidance Financial LLC 110.84%0.84%0.84%Q3 2023Q3 20231
Seascape Capital Management 110.48%0.48%0.48%Q4 2019Q4 20191
GSG Advisors LLC 112.02%2.02%2.02%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.18%0.18%0.18%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 111.22%1.22%1.22%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
Arlington Trust Co LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 114.11%4.11%4.11%Q3 2023Q3 20231
Intrepid Financial Planning Group LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Mosaic Advisors LLC 112.84%2.84%2.84%Q2 2023Q2 20231
Annis Gardner Whiting Capital Advisors, LLC 110.67%0.67%0.67%Q3 2023Q3 20231
ROGCO, LP 110.12%0.12%0.12%Q3 2023Q3 20231
SYON CAPITAL LLC 110.43%0.43%0.43%Q3 2023Q3 20231
Giverny Capital 110.15%0.15%0.15%Q4 2022Q4 20221
MAR VISTA INVESTMENT PARTNERS LLC 110.01%0.01%0.01%Q4 2018Q4 20181
External links

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