VANGUARD INDEX FDS shareholder history

Current and past VANGUARD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023115
Cutler Group LLC / CA 1420.00%0.00%0.01%Q4 2015Q3 202355
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.09%Q2 2013Q3 202351
MCF Advisors LLC 4070.02%1.06%3.52%Q4 2011Q3 202347
First Horizon Advisors, Inc. 4140.09%0.58%4.32%Q1 2012Q3 202345
East Coast Asset Management, LLC. 44440.25%0.95%2.81%Q4 2012Q3 202344
GOLDMAN SACHS GROUP INC 4030.00%0.00%0.01%Q1 2012Q3 202343
Veritable, L.P. 43430.01%0.01%0.02%Q4 2012Q2 202343
HUNTINGTON NATIONAL BANK 1810.00%0.01%0.03%Q1 2011Q3 202343
Creative Planning 42420.02%0.09%0.19%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.03%0.06%0.13%Q1 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42421.02%1.27%1.59%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.12%0.33%0.45%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.06%0.36%0.86%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.10%0.23%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.13%0.23%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%2.82%5.19%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.05%0.08%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.03%0.11%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.05%0.11%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.06%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.05%0.14%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.14%0.39%0.60%Q2 2013Q3 202342
Scott & Selber, Inc. 42420.14%0.18%0.20%Q2 2013Q3 202342
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42420.04%0.88%2.94%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.12%0.24%0.62%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.17%0.33%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.03%0.07%0.14%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.12%0.19%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.05%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.02%0.04%0.07%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.08%0.24%0.32%Q2 2013Q3 202342
Smithfield Trust Co 42420.03%0.13%0.22%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.60%1.20%1.69%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.03%0.12%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.27%0.94%Q2 2013Q3 202342
Waverly Advisors, LLC 42424.63%12.61%26.68%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.08%0.35%0.53%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.03%0.04%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.07%0.09%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.05%0.09%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.27%0.51%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 41410.02%0.06%0.12%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.03%0.09%Q3 2013Q3 202341
ASSETMARK, INC 41410.04%0.68%1.55%Q3 2013Q3 202341
TRUIST FINANCIAL CORP 41410.01%0.07%0.25%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
EXENCIAL WEALTH ADVISORS, LLC 2480.31%1.98%3.84%Q1 2013Q3 202341
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 29120.01%0.06%0.50%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.01%0.04%0.09%Q2 2013Q3 202341
CONDOR CAPITAL MANAGEMENT 23183.01%4.30%6.05%Q2 2013Q3 202341
SOL Capital Management CO 41410.11%0.72%1.14%Q3 2013Q3 202341
SPC Financial, Inc. 27140.04%0.84%1.48%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.28%1.26%Q4 2013Q3 202341
Cetera Advisors LLC 23180.04%0.08%0.26%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.01%0.02%0.04%Q2 2013Q3 202341
Checchi Capital Advisers, LLC 40400.06%0.19%0.62%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40401.75%3.75%6.73%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.01%0.02%0.03%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.15%0.28%0.43%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 15110.02%0.10%0.29%Q2 2013Q3 202340
COLONY GROUP LLC 40400.11%0.33%1.15%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.36%0.86%1.32%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.15%1.76%5.07%Q2 2013Q4 202340
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 3370.03%0.17%0.54%Q2 2013Q3 202340
Avior Wealth Management, LLC 40402.16%3.80%5.75%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.16%1.93%3.98%Q4 2013Q3 202340
JPMORGAN CHASE & CO 3180.00%0.00%0.00%Q2 2013Q3 202339
COUNTRY TRUST BANK 39390.00%0.00%0.00%Q2 2014Q4 202339
STIFEL FINANCIAL CORP 39390.10%0.17%0.28%Q1 2014Q3 202339
Regal Investment Advisors LLC 3720.06%0.59%2.82%Q2 2013Q3 202339
ProVise Management Group, LLC 39390.24%0.55%0.91%Q1 2014Q3 202339
HighTower Advisors, LLC 28110.00%0.02%0.06%Q4 2013Q3 202339
MUFG Americas Holdings Corp 38380.00%0.11%0.32%Q2 2013Q3 202238
North Star Investment Management Corp. 21170.01%0.02%0.06%Q1 2014Q3 202338
Atlas Brown,Inc. 38380.17%0.91%1.85%Q2 2014Q3 202338
Prospera Financial Services Inc 2240.02%0.32%0.72%Q2 2013Q3 202338
COMMERCE BANK 38380.02%0.04%0.08%Q2 2014Q3 202338
NORTHSTAR ASSET MANAGEMENT Co LLC 38380.10%0.54%1.55%Q2 2014Q3 202338
OLD NATIONAL BANCORP /IN/ 37370.02%0.21%0.39%Q3 2014Q3 202337
Ledyard National Bank 37370.82%1.32%1.72%Q3 2014Q3 202337
FDx Advisors, Inc. 2060.02%0.04%0.12%Q1 2014Q3 202337
LEAVELL INVESTMENT MANAGEMENT, INC. 3610.01%0.58%1.02%Q2 2010Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 1980.00%0.03%0.16%Q4 2015Q3 202337
HOWLAND CAPITAL MANAGEMENT LLC 37370.06%0.07%0.08%Q3 2014Q3 202337
SONATA CAPITAL GROUP INC 36360.16%0.24%0.39%Q4 2014Q3 202336
Betterment LLC 36362.44%4.26%5.07%Q4 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.28%2.61%5.77%Q4 2014Q3 202336
DONALDSON CAPITAL MANAGEMENT, LLC 36360.01%0.08%0.17%Q3 2014Q2 202336
AIMZ Investment Advisors, LLC 36360.50%0.80%1.16%Q4 2014Q3 202336
LS Investment Advisors, LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
MASSMUTUAL TRUST CO FSB/ADV 2910.24%0.45%1.22%Q3 2014Q4 202336
SAGE FINANCIAL GROUP INC 3510.38%2.11%3.38%Q4 2013Q3 202336
Evanson Asset Management, LLC 2220.03%0.06%0.11%Q4 2013Q3 202336
PITTENGER & ANDERSON INC 36360.14%0.31%0.42%Q4 2014Q3 202336
Ironsides Asset Advisors, LLC 25110.14%0.86%1.51%Q2 2014Q3 202336
Argent Trust Co 36360.08%0.20%0.44%Q4 2014Q3 202336
BROWN ADVISORY INC 3330.00%0.00%0.01%Q3 2013Q3 202336
UBS Group AG 36360.05%0.07%0.12%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.11%0.86%1.60%Q4 2014Q3 202336
Sigma Planning Corp 36360.03%0.15%0.36%Q4 2014Q3 202336
Acropolis Investment Management, LLC 35350.09%0.12%0.15%Q1 2015Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.01%0.02%0.04%Q1 2015Q3 202335
REGIONS FINANCIAL CORP 35350.00%0.00%0.01%Q1 2015Q3 202335
Asset Management Group, Inc. 35350.90%2.25%2.90%Q1 2015Q3 202335
Kovack Advisors, Inc. 3220.09%0.14%0.51%Q1 2015Q3 202334
BESSEMER GROUP INC 34340.00%0.01%0.11%Q2 2015Q3 202334
Rehmann Capital Advisory Group 2220.02%0.32%1.00%Q2 2013Q3 202334
Johnson Financial Group, Inc. 3040.00%0.38%3.12%Q1 2014Q3 202334
KWMG, LLC 34340.31%2.20%2.98%Q2 2015Q3 202334
WHALEROCK POINT PARTNERS, LLC 2950.11%0.20%0.41%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.05%0.12%Q2 2015Q3 202334
Allworth Financial LP 2680.00%0.13%0.58%Q1 2015Q3 202334
Cordasco Financial Network 34340.03%0.51%2.12%Q1 2014Q2 202234
COMERICA BANK 2710.00%0.01%0.04%Q3 2013Q3 202334
Capital Advantage, Inc. 17160.66%3.64%4.81%Q2 2015Q3 202333
GIRARD PARTNERS LTD. 33330.18%0.52%0.98%Q3 2015Q3 202333
SYNOVUS FINANCIAL CORP 23100.00%0.01%0.03%Q1 2015Q3 202333
Manchester Capital Management LLC 33330.02%0.88%1.18%Q3 2015Q3 202333
Citadel Advisors 1110.00%0.00%0.00%Q2 2015Q3 202333
JNBA Financial Advisors 33330.00%0.94%1.68%Q3 2015Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.08%0.18%Q2 2013Q2 202133
Krilogy Financial LLC 33330.06%1.66%3.53%Q3 2015Q3 202333
MONETA GROUP INVESTMENT ADVISORS LLC 2940.06%0.65%1.42%Q2 2015Q3 202333
Day & Ennis, LLC 32320.80%1.42%2.66%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
FORVIS Wealth Advisors, LLC 20120.01%0.05%0.13%Q1 2015Q3 202332
Well Done, LLC 32320.35%1.79%4.41%Q4 2015Q3 202332
WRAPMANAGER INC 32320.23%0.33%0.43%Q4 2015Q3 202332
Gradient Investments LLC 1480.00%0.18%1.77%Q1 2015Q3 202332
Cetera Investment Advisers 32320.09%0.28%0.59%Q4 2015Q3 202332
Paradigm Financial Advisors, LLC 32320.11%0.31%0.97%Q1 2014Q4 202132
Advisory Services Network, LLC 2710.00%0.04%0.12%Q2 2015Q3 202332
CWM, LLC 2380.00%0.02%0.07%Q4 2015Q3 202331
SIGNATUREFD, LLC 2380.00%0.01%0.02%Q4 2014Q3 202331
Jackson, Grant Investment Advisers, Inc. 2470.06%0.06%0.07%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3010.48%1.07%2.19%Q1 2014Q3 202331
Northeast Financial Consultants Inc 31310.07%0.22%0.50%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.05%0.13%Q4 2015Q3 202331
Capital Analysts, LLC 2290.00%0.07%0.44%Q2 2015Q3 202331
FORTE CAPITAL LLC /ADV 3011.42%4.93%9.25%Q4 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.02%0.02%0.02%Q2 2016Q4 202331
REILLY FINANCIAL ADVISORS, LLC 1940.00%0.01%0.02%Q2 2013Q4 202131
NorthRock Partners, LLC 31310.05%0.09%0.16%Q1 2016Q3 202331
Simmons Bank 31310.19%0.30%0.44%Q1 2016Q3 202331
King Wealth Management Group 2640.17%0.50%1.23%Q3 2013Q3 202330
Stratos Wealth Partners, LTD. 2810.01%0.03%0.08%Q2 2015Q3 202330
Oliver Luxxe Assets LLC 18120.07%0.73%2.76%Q4 2015Q3 202330
OPTIMUM INVESTMENT ADVISORS 2030.00%0.19%0.44%Q3 2013Q4 202330
Asset Dedication, LLC 2140.00%0.01%0.03%Q4 2015Q3 202330
FIRST MANHATTAN CO. LLC. 2820.00%0.00%0.00%Q1 2016Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.01%0.04%0.07%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.07%0.21%0.36%Q2 2013Q3 202030
StrategIQ Financial Group, LLC 30300.16%0.31%0.58%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.08%0.11%Q2 2013Q3 202030
Strategic Advisors LLC 1440.04%0.09%0.15%Q1 2014Q3 202330
Mariner, LLC 2910.01%0.08%0.17%Q2 2015Q3 202330
Horizon Investment Services, LLC 2640.09%0.28%0.77%Q1 2015Q3 202330
Baker Ellis Asset Management LLC 29290.05%0.16%0.37%Q3 2016Q3 202329
M&T BANK CORP 2110.00%0.00%0.06%Q3 2013Q4 202229
TCI Wealth Advisors, Inc. 29290.01%0.03%0.09%Q1 2016Q1 202329
Cornerstone Wealth Management, LLC 2510.10%0.17%0.37%Q1 2016Q3 202329
CULBERTSON A N & CO INC 29290.12%0.27%0.32%Q3 2016Q3 202329
Tower Research Capital LLC (TRC) 1210.00%0.11%0.62%Q3 2014Q3 202329
SVA Wealth Management, LLC 29290.90%1.85%5.42%Q4 2013Q4 202029
BRIGHTON JONES LLC 2630.06%0.11%0.15%Q1 2016Q3 202329
Jacobi Capital Management LLC 29290.00%0.65%6.38%Q3 2016Q3 202329
Parkside Financial Bank & Trust 2110.00%0.02%0.05%Q3 2015Q3 202329
VANGUARD GROUP INC 2410.00%0.00%0.01%Q4 2013Q3 202328
KAYS FINANCIAL ADVISORY CORP /ADV 28280.13%1.93%4.28%Q4 2013Q3 202028
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q1 2013Q1 202128
NEXT Financial Group, Inc 1410.02%0.23%0.61%Q3 2014Q4 202128
Capital Investment Advisory Services, LLC 28280.00%0.18%0.57%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.04%0.18%0.77%Q4 2016Q3 202328
FIRST UNITED BANK & TRUST 28280.38%1.33%2.23%Q4 2016Q3 202328
Hanson & Doremus Investment Management 28280.01%0.01%0.02%Q4 2016Q3 202328
Community Bank, N.A. 2350.00%0.01%0.01%Q4 2015Q3 202328
Glenview Trust Co 28280.04%0.07%0.11%Q4 2016Q3 202328
Covington Capital Management 2710.00%0.01%0.03%Q3 2013Q3 202228
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
BOKF, NA 1990.01%0.08%0.19%Q3 2016Q3 202328
Tortoise Investment Management, LLC 2710.00%0.00%0.01%Q1 2014Q3 202328
Bridgeworth, LLC 28280.07%0.43%2.18%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.06%0.10%0.26%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.04%0.11%Q4 2016Q3 202328
Busey Bank 28280.02%0.03%0.06%Q4 2016Q3 202328
Clear Harbor Asset Management, LLC 27270.04%0.16%0.27%Q1 2017Q3 202327
JANE STREET GROUP, LLC 710.00%0.01%0.08%Q1 2014Q3 202327
Baystate Wealth Management LLC 27270.01%0.01%0.04%Q1 2017Q3 202327
BLB&B Advisors, LLC 1510.02%0.10%0.28%Q2 2013Q3 202327
SIGNET FINANCIAL MANAGEMENT, LLC 1890.34%0.59%0.79%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.84%1.35%2.24%Q2 2015Q4 202127
SNS Financial Group, LLC 27271.18%1.59%2.10%Q1 2017Q3 202327
Ausdal Financial Partners, Inc. 1410.06%0.14%0.25%Q4 2015Q3 202327
Ironwood Financial, llc 2340.01%0.02%0.04%Q4 2014Q3 202127
Sargent Bickham Lagudis LLC 27270.00%0.01%0.02%Q2 2016Q4 202227
JOHNSON INVESTMENT COUNSEL INC 27270.01%0.01%0.02%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.08%0.21%0.38%Q2 2013Q4 201927
Stillwater Capital Advisors, LLC 1890.09%0.27%0.53%Q4 2013Q3 202327
Global Retirement Partners, LLC 2070.01%0.03%0.07%Q4 2016Q3 202327
Alpha Omega Wealth Management LLC 27270.00%0.36%0.93%Q1 2017Q3 202327
Bangor Savings Bank 26260.20%0.45%0.93%Q2 2017Q3 202326
Simplicity Solutions, LLC 1220.04%0.29%3.13%Q4 2014Q3 202326
WP Advisors, LLC 26260.18%0.26%0.43%Q2 2017Q3 202326
Geneos Wealth Management Inc. 2510.00%0.07%0.63%Q1 2016Q3 202326
COURIER CAPITAL LLC 14120.03%0.07%0.15%Q1 2017Q3 202326
Morningstar Investment Services LLC 26260.01%0.38%1.01%Q1 2016Q2 202226
SUNTRUST BANKS INC 26260.01%0.07%0.24%Q2 2013Q3 201926
B. Riley Wealth Advisors, Inc. 16100.01%0.08%0.14%Q2 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.20%0.39%0.69%Q2 2017Q3 202326
AXA S.A. 26260.14%0.22%0.28%Q2 2013Q3 201926
Winslow, Evans & Crocker, Inc. 26260.04%0.05%0.13%Q3 2014Q4 202026
UMB Bank, n.a. 26260.02%0.11%0.19%Q2 2017Q3 202326
SIMON QUICK ADVISORS, LLC 25250.03%0.27%0.53%Q4 2016Q4 202225
NORTHWEST WEALTH MANAGEMENT, LLC 2410.08%1.34%3.77%Q4 2016Q1 202325
NWAM LLC 13120.01%0.07%0.18%Q2 2017Q3 202325
First National Bank of Mount Dora, Trust Investment Services 25250.31%0.35%0.40%Q4 2017Q4 202325
Voya Financial Advisors, Inc. 25250.08%0.16%0.42%Q1 2015Q1 202125
STEPHENS INC /AR/ 2230.01%0.16%0.58%Q2 2013Q3 202325
First Heartland Consultants, Inc. 2210.00%0.32%0.98%Q2 2013Q1 202225
TIAA, FSB 25250.96%1.30%1.96%Q2 2017Q2 202325
AE Wealth Management LLC 25250.02%0.08%0.19%Q3 2017Q3 202325
CREATIVE FINANCIAL DESIGNS INC /ADV 25250.00%0.02%0.04%Q3 2017Q3 202325
First PREMIER Bank 25250.04%0.05%0.08%Q3 2017Q3 202325
Avantax Planning Partners, Inc. 2110.00%0.25%0.52%Q1 2017Q3 202325
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 25250.03%1.26%4.94%Q4 2014Q4 202025
Mosaic Family Wealth, LLC 25250.73%1.13%1.90%Q4 2015Q4 202125
Founders Capital Management 13120.00%0.00%0.01%Q2 2017Q4 202325
Johanson Financial Advisors, Inc. 25251.15%3.07%25.12%Q4 2015Q4 202125
Grove Bank & Trust 25250.13%0.39%0.62%Q3 2017Q3 202325
INTERACTIVE FINANCIAL ADVISORS, INC. 910.00%0.41%2.65%Q1 2014Q2 202225
Snowden Capital Advisors LLC 1250.02%0.03%0.06%Q1 2017Q3 202325
Mutual Advisors, LLC 24240.03%0.10%0.28%Q4 2017Q3 202324
WoodTrust Financial Corp 24242.94%3.96%4.62%Q4 2017Q3 202324
Financial Architects, Inc 1730.00%0.11%0.22%Q1 2017Q2 202324
Financial Advocates Investment Management 24240.09%0.26%0.55%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.03%0.19%0.37%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.25%0.80%1.43%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.04%0.07%0.10%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.31%0.52%0.85%Q4 2017Q3 202324
Ancora Advisors LLC 1610.00%0.01%0.03%Q4 2016Q3 202324
BHK Investment Advisors, LLC 24246.02%8.13%9.68%Q4 2017Q3 202324
Plancorp, LLC 2220.01%0.08%0.17%Q4 2016Q3 202324
GAMBLE JONES INVESTMENT COUNSEL 24240.02%0.03%0.03%Q1 2017Q4 202224
C M BIDWELL & ASSOCIATES LTD 24240.07%0.25%0.39%Q4 2017Q3 202324
Brickley Wealth Management 24241.50%2.90%6.01%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.09%0.15%Q4 2017Q3 202324
CENTRAL TRUST Co 24240.00%0.06%0.27%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.19%0.34%0.62%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Gemmer Asset Management LLC 24240.09%0.29%0.46%Q2 2014Q1 202024
SHAKESPEARE WEALTH MANAGEMENT, INC. 24244.83%5.81%7.64%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.67%0.94%1.29%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.01%0.09%0.38%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.05%0.33%0.85%Q4 2017Q3 202324
McNamara Financial Services, Inc. 1590.09%0.14%0.18%Q1 2016Q3 202324
1834 INVESTMENT ADVISORS CO 24240.01%0.03%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.11%0.15%0.20%Q4 2017Q3 202324
NewEdge Advisors, LLC 2310.01%0.15%0.26%Q2 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 1530.00%0.00%0.01%Q2 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.30%0.57%0.85%Q4 2015Q3 202124
Wells Trecaso Financial Group, LLC 24240.34%0.69%0.88%Q4 2017Q3 202324
Symmetry Partners, LLC 2121.13%2.51%4.15%Q4 2016Q4 202323
RAYMOND JAMES TRUST N.A. 23230.01%0.02%0.11%Q1 2018Q3 202323
Strategic Wealth Partners Group, LLC 960.01%0.07%0.14%Q4 2016Q3 202323
GRIMES & COMPANY, INC. 23230.07%0.08%0.12%Q1 2018Q3 202323
EATON VANCE MANAGEMENT 23230.00%0.00%0.00%Q1 2017Q3 202223
Pinion Investment Advisors, LLC 23230.23%0.55%0.88%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.74%1.17%2.02%Q1 2018Q3 202323
Caprock Group, LLC 1110.02%0.43%1.95%Q4 2015Q3 202323
FINANCIAL COUNSELORS INC 2010.03%0.08%0.13%Q2 2016Q3 202323
Kingsview Wealth Management, LLC 1250.02%0.10%0.40%Q1 2017Q3 202323
Relaxing Retirement Coach 23230.45%2.18%3.60%Q4 2017Q2 202323
CENTAURUS FINANCIAL, INC. 23230.02%0.06%0.21%Q1 2018Q3 202323
BANK OF HAWAII 23230.07%0.13%0.19%Q1 2018Q3 202323
BDO Wealth Advisors, LLC 2210.06%0.19%0.64%Q2 2017Q2 202323
DEUTSCHE BANK AG\ 1760.00%0.01%0.05%Q3 2013Q1 202223
Wealthcare Advisory Partners LLC 12110.00%0.09%0.71%Q3 2017Q3 202323
Global Trust Asset Management, LLC 23230.00%0.02%0.35%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.03%0.05%Q4 2016Q2 202223
Money Design Co.,Ltd. 1220.22%4.51%9.42%Q3 2017Q3 202322
Bishop & Co Investment Management, LLC 1440.19%0.52%0.88%Q2 2016Q3 202322
CX Institutional 22220.29%0.49%0.80%Q2 2018Q3 202322
Meridian Wealth Management, LLC 1910.09%0.12%0.19%Q2 2017Q3 202322
Millburn Ridgefield Corp 22220.10%0.17%0.26%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.13%0.33%1.10%Q2 2018Q3 202322
Pathway Financial Advisors LLC 1480.30%0.57%0.84%Q4 2017Q3 202322
Baldwin Investment Management, LLC 22220.14%0.20%0.23%Q2 2018Q3 202322
Certified Advisory Corp 11110.08%0.19%0.33%Q4 2017Q3 202322
PLANNING DIRECTIONS INC 1481.17%1.42%1.88%Q1 2018Q3 202322
QUADRANT CAPITAL GROUP LLC 1410.00%0.15%0.46%Q1 2017Q3 202322
OneDigital Investment Advisors LLC 1410.00%0.03%0.05%Q2 2017Q3 202322
PFG Advisors 1750.03%0.34%1.22%Q4 2017Q3 202322
TRUST CO OF VERMONT 21210.00%0.03%0.08%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.09%0.22%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.01%0.02%Q2 2018Q2 202321
Carroll Financial Associates, Inc. 1830.00%0.01%0.01%Q2 2015Q4 202121
Burleson & Company, LLC 21210.32%0.76%1.20%Q4 2017Q4 202221
FC Advisory LLC 1470.12%0.21%0.33%Q2 2018Q4 202321
Barnett & Company, Inc. 21210.01%0.01%0.01%Q1 2016Q1 202121
WALLER FINANCIAL PLANNING GROUP, INC 21210.12%0.26%0.48%Q4 2018Q4 202321
Alexandria Capital, LLC 1560.00%0.09%0.23%Q1 2014Q1 202021
MOGY JOEL R INVESTMENT COUNSEL INC 1560.03%0.04%0.04%Q1 2014Q4 201921
PRUDENTIAL PLC 2010.00%0.01%0.04%Q2 2018Q3 202321
Sandy Spring Bank 1030.00%0.00%0.01%Q3 2017Q3 202321
CHOREO, LLC 1560.05%0.08%0.12%Q4 2016Q3 202321
Atria Investments, Inc 1410.02%0.09%0.22%Q2 2016Q3 202321
Larson Financial Group LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.11%0.77%3.26%Q4 2018Q3 202320
ALESCO ADVISORS LLC 20200.07%0.26%0.35%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.19%0.36%0.67%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20205.83%10.01%14.33%Q4 2018Q3 202320
FINANCIAL LIFE ADVISORS 1190.10%0.52%1.28%Q4 2017Q1 202320
Freedom Investment Management, Inc. 20200.09%0.25%0.49%Q1 2013Q4 201720
American Portfolios Advisors 20200.16%0.28%0.46%Q4 2017Q3 202220
STALEY CAPITAL ADVISERS INC 20200.08%0.10%0.11%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.03%0.07%Q4 2015Q3 202020
Gladstone Institutional Advisory LLC 20200.04%0.11%0.42%Q4 2018Q3 202320
YorkBridge Wealth Partners, LLC 1370.04%0.10%0.15%Q4 2016Q2 202220
FinTrust Capital Advisors, LLC 20200.00%0.16%0.50%Q4 2018Q3 202320
Ellevest, Inc. 20200.84%1.18%1.39%Q4 2018Q3 202320
Total Wealth Planning, LLC 20202.98%4.00%5.08%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.02%0.07%Q4 2017Q4 202220
Lutz Financial Services LLC 20200.53%1.07%2.35%Q4 2018Q3 202320
OPPENHEIMER & CO INC 1330.00%0.01%0.03%Q1 2015Q3 202320
Summit Financial, LLC 20201.90%3.50%5.89%Q4 2018Q3 202320
Compton Wealth Advisory Group, LLC 20200.27%2.12%4.24%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20200.18%0.45%0.77%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.08%0.11%0.18%Q4 2018Q3 202320
Cribstone Capital Management, LLC 1820.00%0.03%0.09%Q2 2016Q4 202220
Foster Victor Wealth Advisors, LLC 20200.07%0.25%0.64%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.75%1.44%2.95%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.36%0.41%0.46%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.31%0.54%0.83%Q4 2018Q3 202320
Truepoint, Inc. 1280.00%0.06%0.08%Q1 2018Q3 202320
Cerity Partners LLC 1460.01%0.05%0.19%Q3 2018Q3 202320
ERn Financial, LLC 20200.12%0.22%0.60%Q4 2018Q3 202320
Cable Hill Partners, LLC 1370.00%0.06%0.11%Q2 2016Q4 202120
FAS Wealth Partners, Inc. 20200.48%0.59%0.88%Q4 2018Q3 202320
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1370.06%0.35%0.80%Q4 2015Q3 202320
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 20200.85%5.47%11.70%Q3 2014Q2 201920
Wambolt & Associates, LLC 20200.20%0.34%0.42%Q4 2018Q3 202320
CIBC Private Wealth Group, LLC 1220.00%0.00%0.01%Q4 2014Q3 202319
TSFG, LLC 19190.08%0.12%0.18%Q1 2019Q3 202319
Lido Advisors, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Foundations Investment Advisors, LLC 1520.01%1.26%7.40%Q2 2018Q3 202319
Horan Securities, Inc. 760.00%0.01%0.01%Q2 2018Q2 202319
BNP PARIBAS FINANCIAL MARKETS 1540.00%0.01%0.03%Q2 2018Q3 202319
Prime Capital Investment Advisors, LLC 1810.01%0.04%0.08%Q4 2018Q3 202319
Laird Norton Wetherby Wealth Management, LLC 1210.02%0.03%0.04%Q2 2015Q3 202319
Nikulski Financial, Inc. 830.09%0.17%0.28%Q1 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19190.26%0.55%0.86%Q1 2019Q3 202319
Advisory Alpha, LLC 1110.00%0.90%4.70%Q4 2016Q3 202319
Tillar-Wenstrup Advisors, LLC 1541.73%2.20%2.47%Q2 2016Q4 202219
BB&T SECURITIES, LLC 1810.01%0.10%0.15%Q4 2014Q3 201919
COMERICA SECURITIES,INC. 19190.13%0.20%0.25%Q1 2019Q3 202319
Pacific Center for Financial Services 1630.00%1.34%4.62%Q4 2018Q3 202319
RWA WEALTH PARTNERS, LLC 1360.02%0.51%1.52%Q1 2017Q3 202319
Evensky & Katz LLC 19190.24%1.30%1.87%Q1 2019Q3 202319
Renaissance Technologies 820.00%0.00%0.00%Q1 2018Q3 202319
Spearhead Capital Advisors, LLC 1540.76%2.72%4.14%Q4 2017Q3 202219
B. Riley Wealth Management, Inc. 910.00%0.13%0.59%Q1 2014Q2 202219
TimeScale Financial, Inc. 19190.02%0.05%0.13%Q4 2018Q2 202319
Lubar & Co., Inc 19192.32%6.65%15.25%Q2 2015Q4 201919
Valeo Financial Advisors, LLC 1510.00%0.01%0.03%Q3 2017Q3 202319
VALLEY NATIONAL ADVISERS INC 1450.00%0.09%0.46%Q2 2016Q3 202319
Opes Wealth Management LLC 19190.25%1.45%2.18%Q1 2019Q3 202319
Windham Capital Management, LLC 19190.14%0.25%0.43%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 19190.04%0.21%0.47%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.06%0.08%0.10%Q2 2013Q4 201719
NICOLET ADVISORY SERVICES, LLC 19190.03%0.06%0.45%Q1 2019Q3 202319
Main Management LLC 19190.00%0.09%1.72%Q3 2018Q1 202319
Homrich & Berg 19190.01%0.11%0.21%Q1 2017Q3 202119
Brown Advisory Securities, LLC 1210.04%0.14%0.45%Q2 2014Q2 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.06%0.28%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Zions Bancorporation, N.A. 19190.04%0.08%0.34%Q1 2019Q3 202319
Private Capital Group, LLC 19191.52%3.13%4.10%Q4 2017Q2 202219
WEST PACES ADVISORS INC. 1010.02%0.06%0.14%Q4 2016Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 1210.02%0.10%0.49%Q4 2018Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.09%0.14%0.20%Q2 2013Q3 201718
Magnus Financial Group LLC 1260.02%0.24%0.90%Q4 2018Q3 202318
Heritage Wealth Advisors 18180.01%0.02%0.03%Q2 2019Q3 202318
SALEM INVESTMENT COUNSELORS INC 18180.00%0.01%0.02%Q2 2019Q3 202318
BENJAMIN EDWARDS INC 18180.01%0.03%0.06%Q2 2019Q3 202318
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.02%0.04%0.11%Q3 2018Q3 202318
Cresset Asset Management, LLC 18180.00%0.01%0.04%Q2 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.07%0.12%0.20%Q1 2019Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1530.00%0.09%0.20%Q4 2014Q3 201918
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Rex Capital Advisors, LLC 18180.36%0.51%1.30%Q3 2018Q4 202218
Commonwealth Equity Services, Inc 18180.13%0.18%0.26%Q2 2013Q3 201718
Ruggie Capital Group 1310.22%1.09%2.42%Q4 2014Q3 201918
Archer Investment Corp 18180.00%0.16%0.25%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.06%0.10%0.15%Q2 2013Q3 201718
ALPS ADVISORS INC 610.01%0.08%0.16%Q3 2014Q2 202318
Evercore Wealth Management, LLC 1260.00%0.00%0.00%Q2 2013Q4 201718
One Day In July LLC 18180.10%0.15%0.24%Q2 2019Q3 202318
TWIN FOCUS CAPITAL PARTNERS, LLC 1260.08%0.67%1.36%Q2 2017Q3 202318
Strategic Investment Advisors / MI 18180.19%0.82%2.07%Q2 2019Q3 202318
PARK AVENUE SECURITIES LLC 1410.03%0.10%0.16%Q2 2017Q3 202318
FIRST AMERICAN TRUST, FSB 18180.05%0.63%1.47%Q2 2019Q3 202318
CWA Asset Management Group, LLC 1210.02%0.03%0.05%Q4 2017Q3 202318
Bogart Wealth, LLC 1220.03%1.95%6.18%Q4 2016Q3 202317
WFG Advisors, LP 17170.01%0.13%0.89%Q2 2013Q2 201717
ROPES WEALTH ADVISORS LLC 1430.01%0.09%0.11%Q2 2016Q4 202017
180 WEALTH ADVISORS, LLC 17170.21%0.46%0.57%Q3 2019Q3 202317
Aspire Private Capital, LLC 1250.00%0.00%0.01%Q2 2019Q3 202317
Versant Capital Management, Inc 750.00%0.02%0.09%Q4 2015Q4 202317
STEPHENS GROUP ASSET MANAGEMENT, LLC 1612.55%12.37%13.79%Q4 2018Q3 202317
Capital Advisory Group Advisory Services, LLC 1520.00%0.01%0.01%Q1 2018Q2 202217
Kovitz Investment Group Partners, LLC 17170.01%0.04%0.15%Q1 2019Q1 202317
Wolff Financial Management LLC 1010.49%2.18%3.06%Q4 2018Q3 202317
SYM FINANCIAL Corp 510.00%2.92%13.23%Q4 2017Q3 202317
Calamos Wealth Management LLC 17170.04%0.05%0.06%Q3 2019Q3 202317
Farmers & Merchants Trust Co of Chambersburg PA 1070.03%0.05%0.16%Q4 2016Q3 202317
Laurel Wealth Advisors, Inc. 1110.04%0.07%0.10%Q2 2018Q4 202217
AJ WEALTH STRATEGIES, LLC 1430.02%0.11%0.29%Q4 2016Q2 202317
Csenge Advisory Group 1010.00%0.06%0.11%Q3 2017Q3 202317
SRS Capital Advisors, Inc. 980.00%0.29%0.85%Q4 2016Q2 202317
Sonora Investment Management, LLC 17170.01%0.02%0.03%Q3 2017Q3 202117
MARINO, STRAM & ASSOCIATES LLC 1250.01%0.19%0.46%Q1 2018Q3 202317
LMCG INVESTMENTS, LLC 1070.11%0.37%0.75%Q2 2013Q3 202317
Connecticut Wealth Management, LLC 1070.04%0.05%0.06%Q2 2019Q3 202317
NICOLET BANKSHARES INC 17170.08%0.17%0.61%Q3 2019Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.01%0.05%0.16%Q2 2017Q2 202117
MidWestOne Financial Group, Inc. 1340.14%0.30%0.42%Q2 2019Q3 202317
Crescent Grove Advisors, LLC 1110.02%0.06%0.09%Q2 2017Q2 202317
HAMEL ASSOCIATES, INC. 17170.20%1.66%2.09%Q1 2016Q1 202017
Perigon Wealth Management, LLC 1610.06%0.11%0.19%Q3 2011Q3 202317
Camarda Financial Advisors, LLC 1610.02%0.87%2.48%Q4 2013Q2 201917
Rockefeller Capital Management L.P. 17170.01%0.06%0.32%Q3 2019Q3 202317
American Institute for Advanced Investment Management, LLP 16160.61%0.93%2.34%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.01%0.01%0.05%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.18%0.25%0.35%Q4 2019Q3 202316
Provident Wealth Management, LLC 16161.32%3.11%4.31%Q4 2019Q3 202316
Belpointe Asset Management LLC 1220.01%0.05%0.16%Q3 2018Q1 202316
Vectors Research Management, LLC 16160.00%0.03%0.12%Q3 2018Q2 202216
Equitable Holdings, Inc. 16160.77%1.07%1.33%Q4 2019Q3 202316
Patten Group, Inc. 1510.01%0.03%0.05%Q4 2014Q4 201816
MATRIX PRIVATE CAPITAL GROUP LLC 16160.05%0.07%0.10%Q4 2019Q3 202316
Zhang Financial LLC 16160.03%0.08%0.12%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
Beacon Financial Advisory LLC 16160.20%0.29%0.43%Q4 2019Q3 202316
THOROUGHBRED FINANCIAL SERVICES, LLC 16160.08%0.13%0.22%Q4 2019Q3 202316
Marotta Asset Management 1334.45%6.77%7.94%Q4 2019Q4 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.00%0.00%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.07%0.12%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Klingman & Associates, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
SignalPoint Asset Management, LLC 16160.14%0.29%0.69%Q2 2016Q1 202016
BOENNING & SCATTERGOOD, INC. 1420.06%0.15%0.30%Q2 2018Q4 202216
Maltin Wealth Management, Inc. 16160.01%1.55%2.02%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.08%0.19%0.41%Q4 2019Q3 202316
McAdam, LLC 1330.04%1.17%2.36%Q1 2018Q3 202316
FIFTH THIRD SECURITIES, INC. 610.23%0.55%1.18%Q3 2016Q3 202316
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 16160.17%0.24%0.33%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
S.A. Mason LLC 16160.31%0.34%0.41%Q4 2019Q3 202316
SII INVESTMENTS INC/WI 820.06%0.18%0.40%Q2 2013Q4 201716
Merit Financial Group, LLC 16160.03%0.13%0.46%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.20%0.82%1.46%Q2 2013Q1 201716
DERBY & COMPANY, INC 16162.46%3.68%4.83%Q4 2017Q3 202116
PATHSTONE FAMILY OFFICE, LLC 1150.00%0.03%0.08%Q4 2018Q3 202316
PRUDENTIAL FINANCIAL INC 16160.00%0.02%0.04%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.36%0.54%0.81%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.04%0.11%0.26%Q2 2013Q1 201716
EP Wealth Advisors, LLC 16160.02%0.46%1.13%Q4 2019Q3 202316
Ranch Capital Advisors Inc. 970.06%0.22%0.52%Q3 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.02%0.05%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.64%1.20%2.01%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.07%0.11%0.12%Q4 2019Q3 202316
PACIFIC SUN FINANCIAL CORP 610.18%0.92%1.23%Q4 2017Q2 202316
Cordant, Inc. 16160.05%0.10%0.15%Q4 2019Q3 202316
CITIZENS FINANCIAL GROUP INC/RI 1510.00%0.02%0.03%Q3 2018Q3 202316
Center for Financial Planning, Inc. 16160.02%0.05%0.13%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.42%0.52%0.67%Q4 2019Q3 202316
CIBC WORLD MARKET INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
Maryland Capital Management 910.02%0.03%0.06%Q3 2016Q3 202216
JRM Investment Counsel, LLC 16160.18%1.99%3.86%Q1 2016Q4 201916
PEAPACK GLADSTONE FINANCIAL CORP 15150.12%0.24%0.31%Q1 2020Q3 202315
Institute for Wealth Management, LLC. 1210.05%0.05%0.07%Q1 2019Q3 202315
Vantage Investment Advisors, LLC 15150.00%0.01%0.04%Q1 2015Q3 201815
Wellspring Financial Advisors, LLC 15150.54%1.66%2.60%Q1 2020Q3 202315
Wealth Alliance 15150.25%0.36%0.44%Q1 2020Q3 202315
FORT PITT CAPITAL GROUP, LLC 15150.01%0.01%0.02%Q2 2019Q4 202215
Laurel Wealth Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
CAPITAL WEALTH MANAGEMENT, LLC 15150.47%1.05%2.54%Q4 2017Q2 202115
Arkadios Wealth Advisors 1140.00%0.02%0.04%Q4 2019Q3 202315
Stratos Wealth Advisors, LLC 15150.01%0.23%0.53%Q1 2020Q3 202315
Petix & Botte Co 1230.77%1.29%1.66%Q4 2019Q3 202315
ERTS Wealth Advisors, LLC 15154.96%6.21%8.22%Q1 2020Q3 202315
Key FInancial Inc 15150.17%0.26%0.38%Q1 2020Q3 202315
TIEMANN INVESTMENT ADVISORS, LLC 960.09%0.34%0.82%Q2 2019Q1 202315
PINNACLE FINANCIAL PARTNERS INC 640.01%0.05%0.17%Q2 2017Q3 202315
Edmonds Duncan Registered Investment Advisors, LLC 15150.79%2.62%3.33%Q1 2020Q3 202315
AdvicePeriod, LLC 15151.03%1.41%1.95%Q4 2017Q2 202115
ROVIN CAPITAL /UT/ /ADV 15151.45%3.57%6.37%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.13%0.24%0.31%Q1 2020Q3 202315
SkyOak Wealth, LLC 15150.11%0.47%1.06%Q1 2020Q3 202315
LPWM LLC 15150.44%0.93%1.12%Q1 2020Q3 202315
CAMG Solamere Management, LLC 15150.31%0.56%0.82%Q1 2018Q3 202115
Capital Asset Advisory Services LLC 1230.00%0.24%1.37%Q4 2016Q3 202215
PHILLIPS FINANCIAL MANAGEMENT, LLC 15150.17%0.21%0.29%Q1 2020Q3 202315
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1310.06%0.37%0.99%Q4 2018Q3 202315
Texas Capital Bank Wealth Management Services Inc 15150.06%0.21%0.52%Q4 2019Q2 202315
Stokes & Hubbell Capital Management, LLC 15150.14%0.79%1.70%Q3 2015Q1 201915
Advisor Group, Inc. 15150.08%0.10%0.14%Q2 2016Q4 201915
Financial Engines Advisors L.L.C. 15150.00%0.00%0.01%Q1 2020Q3 202315
IFG Advisory, LLC 1410.02%0.04%0.07%Q3 2019Q3 202315
Professional Financial Advisors, LLC 1320.14%0.26%1.26%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.11%0.23%0.36%Q2 2013Q4 201615
NORTHERN CAPITAL MANAGEMENT LLC 960.12%0.49%1.40%Q1 2015Q4 201815
Freestone Capital Holdings, LLC 870.00%0.06%0.30%Q2 2018Q2 202215
Avion Wealth 15150.00%2.03%4.32%Q1 2020Q3 202315
AMG National Trust Bank 15150.02%0.05%0.06%Q1 2020Q3 202315
Bartlett & Co. LLC 15150.00%0.01%0.01%Q2 2020Q4 202315
Paradigm Financial Partners, LLC 1050.11%0.24%0.38%Q1 2019Q3 202315
MGO ONE SEVEN LLC 1310.02%0.42%3.59%Q4 2018Q3 202315
Tower View Wealth Management LLC 960.00%0.00%0.01%Q4 2017Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 1320.01%0.04%0.06%Q4 2016Q3 202315
Capital Square, LLC 15150.51%0.95%1.22%Q4 2019Q2 202315
Disciplined Investments, LLC 15150.06%0.20%0.26%Q4 2019Q2 202315
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q1 2017Q3 202315
Bryn Mawr Capital Management, LLC 14140.14%1.33%3.28%Q2 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 910.00%0.00%0.00%Q4 2015Q1 202214
Fieldpoint Private Securities, LLC 950.00%0.09%0.25%Q4 2018Q2 202214
Benchmark Wealth Management, LLC 1310.15%0.17%0.20%Q4 2019Q3 202314
Koshinski Asset Management, Inc. 1210.03%0.05%0.08%Q3 2018Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 14140.01%0.02%0.03%Q3 2019Q4 202214
Aptus Capital Advisors, LLC 1040.00%0.01%0.04%Q4 2019Q3 202314
JFS WEALTH ADVISORS, LLC 1310.00%0.03%0.06%Q3 2018Q3 202314
BCS Wealth Management 710.16%0.18%0.29%Q4 2019Q3 202314
Guidance Point Advisors, LLC 14140.29%0.32%0.34%Q2 2020Q3 202314
Nadler Financial Group, Inc. 14140.05%0.22%0.31%Q4 2019Q1 202314
Southern Wealth Management, LLP 14140.84%3.11%4.53%Q4 2019Q1 202314
Empirical Finance, LLC 14140.14%0.27%0.39%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14144.99%6.44%7.70%Q2 2020Q3 202314
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.03%0.07%0.08%Q2 2018Q3 202314
Redhawk Wealth Advisors, Inc. 14140.45%1.25%1.87%Q4 2019Q1 202314
Retirement Group, LLC 910.03%0.04%0.04%Q4 2019Q3 202314
Newman Dignan & Sheerar, Inc. 1310.02%0.09%0.12%Q4 2019Q3 202314
Western Wealth Management, LLC 810.03%0.04%0.06%Q4 2019Q3 202314
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 14140.08%0.18%0.28%Q2 2020Q3 202314
FCG ADVISORS, LLC 14140.07%0.09%0.12%Q1 2017Q2 202014
Orion Portfolio Solutions, LLC 1130.00%0.01%0.03%Q4 2019Q3 202314
Dynamic Advisor Solutions LLC 14140.02%0.06%0.10%Q2 2020Q3 202314
Wealthspire Advisors, LLC 1210.00%0.10%0.29%Q4 2018Q3 202314
WASHINGTON TRUST Co 1110.00%0.00%0.03%Q2 2018Q3 202314
Marcum Wealth, LLC 14140.06%0.25%0.68%Q2 2020Q3 202314
Summit Equities Inc 14145.53%5.88%6.17%Q2 2015Q3 201814
BROWN BROTHERS HARRIMAN & CO 1210.00%0.00%0.00%Q4 2018Q3 202314
Argent Advisors, Inc. 14140.17%0.25%0.30%Q2 2020Q3 202314
Cornerstone Advisory, LLC 1310.01%0.92%2.12%Q2 2017Q4 202114
DOWLING & YAHNKE LLC 1220.02%0.02%0.03%Q1 2019Q3 202214
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.05%0.18%0.31%Q2 2016Q1 202214
CITY HOLDING CO 14140.00%0.10%0.14%Q2 2020Q3 202314
INSPIRION WEALTH ADVISORS, LLC 14140.14%6.75%8.38%Q2 2020Q3 202314
Quaker Wealth Management, LLC 860.09%0.30%1.20%Q4 2019Q3 202314
Northwest Bancshares, Inc. 14140.07%0.16%0.22%Q2 2020Q3 202314
O'Brien Wealth Partners LLC 14140.15%2.08%10.84%Q4 2015Q1 201914
NBT BANK N A /NY 14140.04%0.06%0.07%Q2 2020Q3 202314
VALLEY WEALTH MANAGERS, INC. 14140.09%0.20%0.25%Q2 2020Q3 202314
Pacifica Partners Inc. 1030.00%0.00%0.01%Q4 2019Q4 202313
Edge Capital Group, LLC 1110.01%0.05%0.07%Q4 2018Q2 202213
J.W. COLE ADVISORS, INC. 810.05%0.08%0.10%Q4 2019Q3 202313
Plante Moran Financial Advisors, LLC 910.02%0.03%0.05%Q4 2018Q3 202313
Financial Gravity Asset Management, Inc. 510.00%0.01%0.03%Q2 2018Q3 202313
PHH Investments, Ltd. 13131.91%3.03%7.14%Q4 2016Q4 201913
Cornerstone Management, Inc. 13130.04%0.07%0.09%Q3 2020Q3 202313
Bison Wealth, LLC 1120.03%0.04%0.10%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.11%0.15%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q4 2017Q3 202313
Anchor Investment Management, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
HOLDERNESS INVESTMENTS CO 13130.08%0.14%0.19%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.15%0.19%0.27%Q3 2020Q3 202313
CreativeOne Wealth, LLC 1030.02%0.05%0.14%Q2 2020Q3 202313
Guidant Wealth Advisors 13130.46%2.79%5.56%Q3 2016Q3 201913
Burt Wealth Advisors 13130.00%0.00%0.01%Q4 2015Q4 201813
VSR Financial Services, Inc. 13130.20%0.26%0.38%Q2 2013Q2 201613
Keeler Thomas Management LLC 910.12%1.35%14.07%Q1 2018Q4 202213
Hexagon Capital Partners LLC 13130.42%0.53%0.60%Q3 2020Q3 202313
New England Professional Planning Group Inc. 630.18%0.28%0.36%Q1 2015Q2 202013
Founders Financial Alliance, LLC 13130.02%0.05%0.13%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.36%0.90%1.70%Q3 2020Q3 202313
SVB WEALTH LLC 1030.00%0.01%0.01%Q4 2019Q3 202313
SMITH, MOORE & CO. 1010.03%0.06%0.08%Q3 2017Q4 202213
CAHILL FINANCIAL ADVISORS INC 13130.08%0.13%0.18%Q3 2020Q3 202313
Karp Capital Management Corp 760.04%0.64%1.46%Q3 2017Q3 202213
PrairieView Partners, LLC 1210.00%0.01%0.01%Q1 2020Q3 202313
CNB Bank 12120.00%0.00%0.01%Q4 2017Q3 202012
Aveo Capital Partners, LLC 1110.06%0.10%0.16%Q3 2020Q3 202312
Brand Asset Management Group, Inc. 12120.06%0.07%0.09%Q2 2018Q1 202112
MONTAG A & ASSOCIATES INC 12120.01%0.02%0.03%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.01%3.82%6.25%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12121.41%1.54%1.69%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12121.03%1.30%1.79%Q4 2020Q3 202312
Paragon Capital Management Ltd 12120.33%0.49%0.80%Q3 2017Q2 202012
Personal Capital Advisors Corp 1020.00%0.00%0.01%Q4 2019Q4 202212
SHINE INVESTMENT ADVISORY SERVICES INC 12120.00%0.03%0.04%Q2 2017Q1 202012
HL FINANCIAL SERVICES LLC 530.01%0.01%0.02%Q2 2013Q1 201912
Zeit Capital LLC 12123.50%3.73%3.97%Q4 2020Q3 202312
SILVERCREST ASSET MANAGEMENT GROUP LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.21%0.24%0.28%Q4 2018Q3 202112
PARSONS CAPITAL MANAGEMENT INC/RI 1110.00%0.05%0.07%Q1 2015Q3 202312
Wells Financial Advisors INC 12120.14%0.17%0.36%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12122.18%2.41%2.70%Q4 2020Q3 202312
NovaPoint Capital, LLC 12120.72%1.67%2.68%Q3 2020Q2 202312
Sheaff Brock Investment Advisors, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
WINTRUST INVESTMENTS LLC 750.03%0.07%0.15%Q2 2016Q1 202012
Sepio Capital, LP 12120.13%0.60%1.02%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12121.46%1.79%2.10%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.41%1.13%1.53%Q4 2020Q3 202312
Sound Income Strategies, LLC 1020.00%0.00%0.00%Q1 2020Q3 202312
Fullen Financial Group 12123.82%4.47%4.91%Q2 2020Q1 202312
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12120.03%0.08%0.12%Q4 2020Q3 202312
Falcon Wealth Planning 12125.32%5.64%6.16%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.62%1.29%1.90%Q4 2020Q3 202312
Oakworth Capital, Inc. 1010.00%0.01%0.01%Q3 2016Q2 202312
Arete Wealth Advisors, LLC 12120.03%0.11%0.17%Q4 2020Q3 202312
High Pines Wealth Management, LLC 12120.22%0.36%0.54%Q4 2020Q3 202312
Tacita Capital Inc 12122.50%2.69%2.98%Q4 2020Q3 202312
WealthOne, LLC 610.01%0.12%0.17%Q4 2018Q1 202312
Kistler-Tiffany Companies, LLC 620.00%0.01%0.01%Q2 2016Q2 202312
Insight Advisors, LLC/ PA 12120.30%0.44%0.49%Q4 2020Q3 202312
Center For Asset Management LLC 12121.47%1.60%1.72%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.08%0.11%0.13%Q4 2020Q3 202312
Pinnacle Bancorp, Inc. 610.05%0.10%0.15%Q1 2017Q3 202312
Richard P Slaughter Associates Inc 12120.42%0.62%0.76%Q1 2021Q4 202312
DAVIS R M INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Accel Wealth Management 12120.26%1.53%2.31%Q4 2020Q3 202312
Goepper Burkhardt LLC 12123.53%4.55%5.08%Q4 2020Q3 202312
Biltmore Capital Advisors LLC 12121.24%1.79%2.26%Q1 2019Q4 202112
West Financial Advisors, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
TD Capital Management LLC 510.00%0.00%0.01%Q1 2014Q2 202012
Octavia Wealth Advisors, LLC 12120.65%1.84%2.37%Q4 2020Q3 202312
SG Americas Securities, LLC 1110.00%0.02%0.04%Q4 2013Q4 201712
Legacy Wealth Planning, LLC 12121.10%1.71%2.49%Q4 2019Q3 202212
Prosperity Planning, Inc. 12123.68%4.01%4.35%Q4 2020Q3 202312
Noven Financial Group, Inc. 811.11%4.08%10.58%Q2 2014Q3 201712
Continuum Advisory, LLC 1020.07%0.17%0.26%Q1 2017Q3 202312
HM PAYSON & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.48%2.63%5.08%Q4 2020Q3 202312
Legal & General Group Plc 12120.00%0.00%0.00%Q3 2014Q2 201712
Moloney Securities Asset Management, LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Rodgers & Associates, LTD 12125.81%6.09%6.34%Q4 2020Q3 202312
Zions Bancorporation 12120.20%2.60%3.66%Q1 2015Q4 201712
Ford Financial Group, LLC 12120.10%0.19%0.24%Q3 2019Q2 202212
Navis Wealth Advisors, LLC 12120.20%0.28%0.38%Q4 2020Q3 202312
Northern Capital Management, Inc. 12120.22%1.59%2.40%Q4 2020Q3 202312
MACKENZIE FINANCIAL CORP 12120.04%0.13%0.24%Q4 2015Q3 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Iron Horse Wealth Management, LLC 12122.30%2.66%3.30%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.01%0.01%Q2 2020Q3 202312
Destiny Wealth Partners, LLC 12120.05%0.06%0.06%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.03%0.14%Q1 2021Q3 202311
CARY STREET PARTNERS ASSET MANAGEMENT LLC 831.36%1.60%2.96%Q4 2020Q3 202311
Essex Savings Bank 11110.19%0.26%0.37%Q4 2018Q2 202111
Narus Financial Partners, LLC 740.23%0.30%0.44%Q4 2016Q3 202311
SIMMONS FIRST TRUST CO NA 11110.40%1.07%1.62%Q2 2013Q4 201511
Ratio Wealth Group 922.94%4.38%5.63%Q4 2020Q3 202311
Sierra Capital LLC 11110.02%0.11%0.36%Q1 2021Q3 202311
Braun-Bostich & Associates Inc. 740.03%0.03%0.03%Q4 2017Q3 202011
Carlton Hofferkamp & Jenks Wealth Management, LLC 11110.19%0.20%0.20%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.33%0.46%0.59%Q4 2018Q2 202111
Harborview Advisors, LLC 11110.21%0.60%0.94%Q1 2019Q3 202111
Meristem Family Wealth, LLC 11110.04%0.07%0.08%Q3 2019Q1 202211
MorganRosel Wealth Management, LLC 530.12%0.89%1.95%Q4 2018Q3 202311
LAKE STREET PRIVATE WEALTH, LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
Sage Mountain Advisors LLC 830.00%0.00%0.01%Q4 2020Q3 202311
IBBOTSON ASSOCIATES INC 11113.33%5.37%7.29%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.04%0.05%0.05%Q4 2017Q2 202011
First Command Financial Services, Inc. 710.00%0.00%0.01%Q4 2016Q1 202311
Phocas Financial Corp. 740.07%0.12%0.14%Q3 2020Q3 202311
Oxbow Advisors, LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
MITCHELL MCLEOD PUGH & WILLIAMS INC 11110.09%0.13%0.19%Q1 2021Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11110.14%0.18%0.21%Q1 2021Q3 202311
MTM Investment Management, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
55I, LLC 11110.02%0.05%0.19%Q1 2020Q3 202211
LifePlan Financial Group, Inc 11110.01%0.02%0.04%Q1 2018Q3 202011
RFG Advisory, LLC 810.02%0.15%0.46%Q3 2017Q3 202311
McClarren Financial Advisors, Inc. 650.03%0.12%0.35%Q4 2020Q3 202311
CBIZ Investment Advisory Services, LLC 610.01%2.88%25.12%Q4 2019Q3 202311
BARCLAYS PLC 740.00%0.00%0.00%Q4 2014Q4 202211
HYA Advisors, Inc 11111.28%2.09%2.66%Q4 2019Q2 202211
Ameritas Investment Company, LLC 11110.00%0.21%0.40%Q1 2019Q3 202111
CABANA LLC 910.00%3.90%8.91%Q4 2017Q2 202111
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2016Q3 201811
Armor Investment Advisors, LLC 1010.04%0.04%0.05%Q1 2019Q3 202311
Lumature Wealth Partners, LLC 11110.76%1.03%1.48%Q4 2020Q2 202311
ANDERSON HOAGLAND & CO 650.03%0.04%0.09%Q4 2020Q3 202311
Virtue Capital Management, LLC 810.03%0.08%0.26%Q4 2017Q3 202311
Affiance Financial, LLC 810.00%0.01%0.02%Q4 2019Q4 202211
Brookstone Capital Management 1010.00%0.41%0.94%Q3 2015Q3 202311
St. Louis Trust Co 11110.13%0.16%0.22%Q1 2021Q3 202311
Berkeley Capital Partners, LLC 11110.10%0.17%0.22%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.09%0.13%0.21%Q1 2021Q3 202311
Peachtree Investment Partners, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
TFC Financial Management, Inc. 1010.00%0.00%0.00%Q4 2020Q3 202311
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2014Q3 202211
Allegis Investment Advisors, LLC 10100.17%1.94%4.38%Q4 2015Q1 201810
CITY NATIONAL BANK 10100.17%0.23%0.33%Q2 2013Q3 201510
Atlantic Union Bankshares Corp 10100.06%0.11%0.23%Q2 2021Q3 202310
Focused Wealth Management, Inc 10100.03%0.11%0.19%Q3 2013Q4 201510
First Command Bank 710.00%0.00%0.01%Q4 2016Q1 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.06%0.06%0.08%Q2 2021Q3 202310
Valmark Advisers, Inc. 620.01%0.02%0.05%Q4 2017Q3 202310
SEI INVESTMENTS CO 820.00%0.00%0.00%Q3 2015Q2 201810
RONALD BLUE & CO LLC 10100.02%0.05%0.06%Q2 2013Q3 201510
Global Wealth Management Investment Advisory, Inc. 820.00%0.00%0.01%Q2 2019Q3 202310
Virtu Financial LLC 210.02%0.08%0.26%Q4 2013Q2 202310
Trust Co 910.01%6.47%9.94%Q3 2018Q3 202310
Clear Perspectives Financial Planning, LLC 10100.04%0.17%0.26%Q4 2020Q1 202310
MAI Capital Management 10100.01%0.12%0.17%Q2 2021Q3 202310
COLLECTIVE FAMILY OFFICE LLC 10100.21%0.64%1.14%Q2 2021Q3 202310
Investors Capital Advisory Services 510.04%0.09%0.12%Q3 2013Q2 201610
Taylor Hoffman Wealth Management 910.08%0.22%0.35%Q4 2017Q2 202010
HARBOUR INVESTMENTS, INC. 640.10%0.15%0.27%Q1 2021Q3 202310
Compass Advisory Group LLC 10100.13%1.50%3.78%Q4 2020Q1 202310
CT Financial Advisors LLC 910.12%0.14%0.17%Q1 2014Q1 201710
Syverson Strege & Co 10100.04%0.08%0.14%Q4 2020Q1 202310
Global Financial Private Capital, Inc 550.08%0.20%0.34%Q3 2017Q2 202010
WOODMONT INVESTMENT COUNSEL LLC 610.00%0.03%0.04%Q3 2016Q2 202310
Private Portfolio Partners LLC 620.06%0.11%0.32%Q1 2019Q2 202310
One Capital Management, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
Addison Advisors LLC 10100.00%0.02%0.04%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
Estate Counselors, LLC 210.00%1.00%3.08%Q3 2015Q3 202310
Orgel Wealth Management, LLC 10100.38%1.35%1.86%Q2 2021Q3 202310
Levy Wealth Management Group, LLC 640.07%0.11%0.16%Q4 2020Q3 202310
WESBANCO BANK INC 10100.01%0.02%0.02%Q2 2021Q3 202310
Eagle Bay Advisors LLC 10100.06%0.54%0.94%Q2 2021Q3 202310
Haverford Trust Co 710.00%0.01%0.01%Q3 2017Q2 202110
Hefty Wealth Partners 10100.89%1.16%1.92%Q4 2015Q1 201810
Sowell Financial Services LLC 710.00%0.01%0.03%Q4 2018Q1 202310
Broadview Financial Management, LLC 10100.15%0.25%0.32%Q2 2021Q3 202310
ATWOOD & PALMER INC 730.00%0.01%0.02%Q3 2019Q1 202210
WEALTHCARE CAPITAL MANAGEMENT LLC 610.01%0.05%0.17%Q3 2014Q3 202310
EPG Wealth Management LLC 520.02%0.02%0.05%Q4 2019Q3 202310
PECAUT & CO. 10100.02%0.02%0.04%Q2 2021Q3 202310
Moors & Cabot, Inc. 510.01%0.02%0.04%Q4 2016Q1 202310
Venture Visionary Partners LLC 640.01%0.01%0.02%Q1 2021Q3 202310
Essex Financial Services, Inc. 10100.04%0.06%0.09%Q2 2021Q3 202310
Johnson Midwest Financial, LLC 10100.00%0.10%0.96%Q2 2021Q3 202310
MANAGED ACCOUNT ADVISORS LLC 990.02%0.04%0.06%Q2 2013Q2 20159
Kendall Capital Management 990.38%2.42%5.10%Q4 2017Q4 20199
Hubbell Strickland Wealth Management, LLC 810.11%0.22%0.28%Q3 2019Q4 20219
Dorsey & Whitney Trust CO LLC 990.02%0.03%0.03%Q3 2021Q3 20239
Truvestments Capital LLC 310.00%0.11%0.54%Q2 2018Q2 20239
HRT FINANCIAL LP 210.00%0.03%0.07%Q2 2020Q3 20239
Bigelow Investment Advisors, LLC 990.17%0.23%0.27%Q1 2018Q1 20209
Bellwether Advisors, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
F3Logic, LLC 810.03%0.11%0.34%Q1 2018Q4 20209
Brinker Capital Investments, LLC 810.00%0.00%0.00%Q2 2014Q3 20169
Benson Investment Management Company, Inc. 540.08%0.09%0.10%Q4 2016Q1 20199
Ten Capital Wealth Advisors, LLC 540.00%0.29%0.61%Q3 2020Q2 20239
Tenret Co LLC 993.29%3.61%3.77%Q2 2021Q2 20239
Quad-Cities Investment Group, LLC 990.18%0.21%0.27%Q3 2021Q3 20239
Lindbrook Capital, LLC 810.00%0.05%0.09%Q2 2021Q3 20239
TWO SIGMA SECURITIES, LLC 310.00%0.05%0.30%Q3 2017Q3 20239
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.11%0.41%0.76%Q4 2017Q4 20199
COLDSTREAM CAPITAL MANAGEMENT INC 540.01%0.02%0.02%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Opes Advisors Inc 990.42%0.89%1.45%Q4 2016Q4 20189
Dentgroup LLC 991.03%1.51%1.92%Q4 2021Q4 20239
Castleview Partners, LLC 810.00%0.01%0.01%Q2 2021Q3 20239
Clarius Group, LLC 990.09%0.13%0.15%Q4 2016Q4 20189
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
EVERGREEN CAPITAL MANAGEMENT LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Latitude Advisors, LLC 630.17%0.27%0.42%Q1 2021Q3 20239
NewEdge Wealth, LLC 540.04%0.14%0.50%Q4 2020Q3 20239
American Money Management, LLC 990.16%0.23%0.30%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.14%0.46%0.66%Q4 2019Q3 20239
Mathes Company, Inc. 990.16%0.17%0.20%Q4 2013Q4 20159
QUEST CAPITAL MANAGEMENT INC /ADV 540.14%1.57%2.81%Q4 2018Q4 20219
Polaris Wealth Advisory Group, LLC 510.01%0.04%0.09%Q2 2013Q3 20189
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Five Oceans Advisors 990.46%0.64%0.97%Q3 2021Q3 20239
Winthrop Advisory Group LLC 990.10%0.22%0.44%Q4 2017Q4 20199
Aspire Wealth Management Corp 880.90%1.18%1.33%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 881.18%1.42%1.60%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.07%0.11%0.15%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.38%0.79%1.40%Q4 2021Q3 20238
MAS Advisors LLC 881.50%2.43%3.36%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.36%0.52%0.61%Q1 2021Q3 20238
ETFIDEA, LLC 880.69%0.89%1.24%Q4 2021Q3 20238
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Brooklyn FI, LLC 880.14%0.28%0.40%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.15%0.21%0.30%Q4 2021Q3 20238
Parcion Private Wealth LLC 530.03%1.83%4.09%Q2 2020Q4 20228
Cassady Schiller Wealth Management, LLC 881.86%2.14%2.46%Q4 2021Q3 20238
Engrave Wealth Partners LLC 710.14%4.37%5.56%Q4 2019Q3 20238
WEALTHFRONT Corp 530.00%0.00%0.00%Q3 2014Q4 20178
Intergy Private Wealth, LLC 880.27%0.38%0.44%Q4 2021Q3 20238
Concord Wealth Partners 410.00%0.05%0.06%Q1 2021Q3 20238
Amplius Wealth Advisors, LLC 880.10%0.20%0.29%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.24%0.28%0.31%Q4 2021Q3 20238
Axiom Advisory, LLC 882.09%2.41%2.68%Q4 2021Q3 20238
Acorn Wealth Advisors, LLC 310.13%0.16%0.18%Q4 2017Q1 20228
First International Bank & Trust 880.18%0.23%0.28%Q4 2021Q3 20238
AIRE ADVISORS, LLC 884.27%4.50%4.83%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 889.36%13.11%15.30%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.22%0.32%0.42%Q4 2021Q3 20238
IEQ CAPITAL, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Ascent Group, LLC 880.17%0.28%0.42%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.22%0.56%0.94%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.41%0.52%0.70%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 530.00%0.00%0.01%Q2 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.01%Q4 2021Q3 20238
Stephens Consulting, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Berman Capital Advisors, LLC 440.00%0.01%0.02%Q2 2019Q3 20218
WealthPLAN Partners, LLC 320.00%0.01%0.03%Q2 2016Q2 20238
COZAD ASSET MANAGEMENT INC 880.03%0.27%0.36%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.03%0.04%0.05%Q4 2021Q3 20238
OGOREK ANTHONY JOSEPH /NY/ /ADV 510.00%7.29%16.34%Q4 2014Q4 20198
Capital Advisors Wealth Management, LLC 530.07%1.40%2.42%Q1 2021Q3 20238
Lee Financial Co 880.00%0.00%0.00%Q1 2021Q4 20228
City State Bank 880.14%0.15%0.17%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
RTD Financial Advisors, Inc. 880.76%1.00%1.12%Q4 2021Q3 20238
Echo45 Advisors LLC 880.79%2.02%3.03%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.13%0.19%0.25%Q4 2021Q3 20238
Seelaus Asset Management LLC 880.16%0.17%0.19%Q4 2020Q3 20228
CARDIFF PARK ADVISORS, LLC 880.14%0.16%0.18%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 880.58%0.71%0.82%Q4 2021Q3 20238
Baron Financial Group, LLC 880.04%0.05%0.06%Q3 2020Q2 20228
Visionary Wealth Advisors 880.09%0.54%1.10%Q4 2021Q3 20238
Carnegie Capital Asset Management, LLC 320.01%0.04%0.10%Q4 2017Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 620.00%0.01%0.02%Q1 2018Q3 20238
American Trust 880.04%0.10%0.20%Q4 2021Q3 20238
OLIO Financial Planning 882.44%3.22%3.98%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.12%0.14%0.16%Q4 2021Q3 20238
Providence Capital Advisors, LLC 620.00%0.01%0.03%Q3 2018Q3 20218
Waypoint Capital Advisors, LLC 880.26%0.36%0.63%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.06%0.08%0.15%Q1 2020Q4 20218
Index Fund Advisors, Inc. 880.06%0.14%0.27%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.06%0.07%0.07%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.21%0.25%0.29%Q4 2021Q3 20238
FIRST NATIONAL TRUST CO 710.02%0.02%0.02%Q1 2020Q2 20228
Perkins Coie Trust Co 880.01%0.01%0.01%Q1 2017Q4 20188
Level Financial Advisors 880.09%0.11%0.14%Q4 2021Q3 20238
Operose Advisors LLC 880.00%0.01%0.01%Q4 2021Q3 20238
TAGStone Capital, Inc. 882.07%2.28%2.49%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Wedmont Private Capital 880.24%0.38%0.52%Q4 2021Q3 20238
Running Point Capital Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.41%0.49%0.52%Q4 2021Q3 20238
Smallwood Wealth Investment Management, LLC 884.32%4.88%5.19%Q4 2021Q3 20238
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.00%0.00%Q1 2019Q3 20238
Scott Capital Advisors, LLC 881.09%2.97%3.94%Q4 2021Q3 20238
Eidelman Virant Capital 880.10%0.22%0.42%Q4 2020Q3 20228
MYCIO WEALTH PARTNERS, LLC 530.00%0.03%0.05%Q1 2015Q4 20198
HFG Advisors, Inc. 882.92%3.53%3.71%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 410.01%0.01%0.02%Q3 2019Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 320.00%0.06%0.16%Q2 2019Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.08%0.12%Q4 2021Q3 20238
Choate Investment Advisors 620.00%0.00%0.01%Q4 2020Q1 20238
YARGER WEALTH STRATEGIES, LLC 880.44%0.77%1.11%Q4 2021Q3 20238
HB Wealth Management, LLC 880.06%0.07%0.10%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.01%0.01%Q4 2021Q3 20238
Abbrea Capital, LLC 530.03%0.03%0.04%Q1 2021Q2 20238
Morling Financial Advisors, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Gs Investments, Inc. 710.00%0.06%0.25%Q2 2017Q4 20198
Von Berge Wealth Management Group, LLC 880.26%0.29%0.30%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 884.98%5.75%6.44%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Avant Capital LLC 882.82%2.93%3.02%Q4 2021Q3 20238
Portfolio Solutions, LLC 410.02%0.07%0.12%Q3 2017Q3 20208
MONEY CONCEPTS CAPITAL CORP 620.01%0.03%0.08%Q4 2020Q1 20238
HAZLETT, BURT & WATSON, INC. 770.07%0.08%0.08%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Cadence Wealth Management LLC 770.27%1.05%1.46%Q1 2022Q3 20237
Heritage Trust Co 770.04%0.11%0.20%Q1 2018Q3 20197
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
PROFFITT & GOODSON INC 770.04%0.04%0.06%Q1 2022Q3 20237
Franklin, Parlapiano, Turner & Welch, LLC 770.04%0.04%0.04%Q3 2015Q1 20177
Leelyn Smith, LLC 770.00%0.07%0.14%Q2 2021Q4 20227
LexAurum Advisors, LLC 770.07%0.10%0.12%Q1 2022Q3 20237
RB Capital Management, LLC 770.00%0.24%0.38%Q4 2016Q2 20187
SILVERLAKE WEALTH MANAGEMENT LLC 430.13%0.16%0.20%Q4 2021Q3 20237
Cadence Bank 770.02%0.05%0.08%Q4 2021Q2 20237
NVWM, LLC 510.00%0.02%0.03%Q4 2017Q3 20227
1832 Asset Management L.P. 770.04%0.05%0.06%Q1 2022Q3 20237
Eagle Strategies LLC 432.27%6.11%10.58%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.03%0.03%0.04%Q4 2021Q3 20237
MOTCO 410.00%0.00%0.00%Q1 2020Q3 20237
RELIANCE TRUST CO 770.15%0.33%0.49%Q2 2013Q4 20147
ARGI Investment Services, LLC 770.02%0.06%0.08%Q2 2018Q4 20197
Edge Advisors, LLC 770.07%0.07%0.08%Q4 2016Q2 20187
Integrated Wealth Management 770.01%0.01%0.02%Q1 2015Q3 20167
My Legacy Advisors, LLC 770.24%0.32%0.45%Q1 2022Q3 20237
EVOKE WEALTH, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
Arrow Investment Advisors, LLC 325.76%10.63%14.36%Q2 2013Q1 20177
GHP Investment Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.06%0.08%0.08%Q1 2022Q3 20237
Covenant Multifamily Offices, LLC 210.05%0.06%0.10%Q4 2017Q3 20217
Fiduciary Trust Co International of Pennsylvania 410.01%0.01%0.02%Q3 2016Q3 20197
TOMPKINS FINANCIAL CORP 510.00%0.00%0.01%Q1 2016Q3 20237
HOWE & RUSLING INC 310.00%0.01%0.05%Q2 2017Q3 20237
Altavista Wealth Management, Inc. 770.12%0.15%0.17%Q2 2020Q4 20217
O'ROURKE & COMPANY, Inc 770.16%0.26%0.31%Q1 2022Q3 20237
Chemistry Wealth Management LLC 770.26%0.29%0.33%Q1 2022Q3 20237
WBI INVESTMENTS, LLC 430.01%0.01%0.01%Q4 2014Q3 20167
Safeguard Financial, LLC 770.57%0.76%1.09%Q1 2022Q3 20237
MMA ASSET MANAGEMENT LLC 770.74%2.95%3.77%Q1 2022Q3 20237
Financial Guidance Group, Inc. 773.36%3.97%4.59%Q1 2022Q3 20237
MATHER GROUP, LLC. 520.02%0.02%0.02%Q4 2021Q3 20237
Wescott Financial Advisory Group, LLC 770.35%0.48%0.64%Q1 2022Q3 20237
Timber Hill LLC 510.00%0.03%0.08%Q2 2013Q1 20187
Eudaimonia Partners, LLC 310.01%0.12%0.28%Q3 2020Q1 20237
FormulaFolio Investments, LLC 770.02%0.42%1.14%Q4 2019Q2 20217
Rockbridge Investment Management, LCC 770.15%0.16%0.17%Q2 2020Q4 20217
Three Bridge Wealth Advisors, LLC 770.20%0.29%0.35%Q1 2022Q3 20237
Colonial Trust Advisors 770.03%0.03%0.04%Q1 2022Q3 20237
Cedar Wealth Management, LLC 770.03%0.04%0.07%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.02%0.02%Q4 2021Q2 20237
CENTRAL BANK & TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Investments & Financial Planning, LLC 433.48%4.30%4.85%Q4 2021Q3 20237
Firestone Capital Management 430.01%0.02%0.04%Q4 2019Q3 20217
TD Ameritrade Trust Co 612.12%2.44%2.62%Q4 2014Q2 20177
KINGS POINT CAPITAL MANAGEMENT 430.00%0.01%0.01%Q1 2015Q3 20187
Regal Wealth Group, Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
Thrive Capital Management, LLC 771.46%1.95%2.65%Q1 2022Q3 20237
BOK Financial Private Wealth, Inc. 610.01%0.02%0.06%Q1 2020Q3 20237
Navalign, LLC 771.63%1.82%2.00%Q1 2022Q3 20237
MV CAPITAL MANAGEMENT, INC. 610.00%0.02%0.02%Q1 2020Q3 20237
WEALTHSOURCE PARTNERS, LLC 520.02%0.07%0.12%Q4 2018Q1 20227
TAP Consulting, LLC 770.14%0.36%0.48%Q2 2020Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.09%0.26%Q2 2013Q4 20147
Badgley Phelps Wealth Managers, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
D'Orazio & Associates, Inc. 430.00%0.00%0.01%Q3 2019Q3 20217
NOVARE CAPITAL MANAGEMENT LLC 770.08%0.08%0.08%Q1 2022Q3 20237
Vickerman Investment Advisors, Inc. 770.14%0.56%0.97%Q3 2021Q1 20237
Ledge Wealth Management, Inc. 772.92%3.35%4.01%Q1 2022Q3 20237
Houlihan Financial Resource Group, Ltd. 310.94%1.52%1.91%Q4 2019Q3 20237
COMERICA SECURITIES INC 660.08%0.12%0.22%Q3 2017Q4 20186
Galvin, Gaustad & Stein, LLC 660.02%0.04%0.06%Q4 2021Q1 20236
ETF Portfolio Partners, Inc. 660.14%0.16%0.19%Q2 2022Q3 20236
CIBC BANK USA 660.04%0.06%0.08%Q1 2014Q2 20156
Prostatis Group LLC 510.03%0.22%0.31%Q4 2020Q2 20236
Partnervest Advisory Services LLC 310.00%0.10%0.16%Q1 2014Q3 20206
HERITAGE WEALTH MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2021Q4 20226
Mascoma Wealth Management LLC 420.00%0.01%0.02%Q4 2016Q3 20236
VECTOR WEALTH MANAGEMENT, LLC 661.87%2.48%2.94%Q3 2015Q4 20166
NewSquare Capital LLC 410.00%0.00%0.01%Q3 2014Q3 20236
FSA Wealth Management LLC 210.06%0.19%0.57%Q2 2020Q3 20236
TCF National Bank 330.03%0.03%0.03%Q3 2019Q1 20216
Legacy Private Trust Co. 660.03%0.45%1.01%Q3 2014Q4 20156
NORTHWEST INVESTMENT COUNSELORS, LLC 510.00%0.01%0.02%Q3 2019Q3 20236
DB Wealth Management Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Forum Private Client Group LLC 660.23%0.26%0.29%Q1 2022Q2 20236
WealthTrust Fairport, LLC 330.00%0.01%0.01%Q2 2014Q3 20186
HARVEST GROUP WEALTH MANAGEMENT, LLC 510.01%2.49%3.17%Q2 2019Q1 20236
BAIRD ROBERT W & CO INC /WI/ 510.00%0.01%0.01%Q3 2013Q1 20156
THOMPSON DAVIS & CO., INC. 660.01%0.01%0.01%Q2 2017Q3 20186
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 660.16%1.42%2.18%Q1 2022Q2 20236
Grant/GrossMendelsohn, LLC 420.15%0.25%0.58%Q1 2022Q3 20236
GoalVest Advisory LLC 210.00%0.01%0.01%Q4 2020Q4 20236
Sound View Wealth Advisors Group, LLC 660.11%0.21%0.30%Q2 2022Q3 20236
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q2 2022Q3 20236
Tempus Wealth Planning, LLC 510.16%1.19%2.07%Q1 2021Q2 20236
CASTLE WEALTH MANAGEMENT LLC 660.20%0.86%1.26%Q2 2022Q3 20236
RETIREMENT INCOME SOLUTIONS, INC 660.08%0.13%0.21%Q2 2022Q3 20236
Clarus Wealth Advisors 510.02%0.13%0.66%Q2 2018Q4 20226
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q3 20226
UBS AG 660.05%0.06%0.07%Q2 2013Q3 20146
Lansing Street Advisors 660.31%0.90%1.65%Q1 2022Q2 20236
BEACON INVESTMENT ADVISORY SERVICES, INC. 420.02%0.03%0.03%Q1 2018Q3 20236
Altium Wealth Management LLC 660.02%0.03%0.03%Q1 2021Q2 20226
HBK Sorce Advisory LLC 410.01%0.11%0.15%Q2 2016Q3 20236
PRIVATE TRUST CO NA 660.05%0.06%0.06%Q2 2022Q3 20236
Charter Oak Capital Management, LLC 660.00%0.00%0.01%Q1 2021Q2 20226
Pinnacle Summer Investments, Inc. 420.00%0.00%0.00%Q2 2014Q4 20156
Redwood Financial Network Corp 660.20%0.26%0.33%Q1 2022Q2 20236
Allred Capital Management, LLC 510.07%0.14%0.17%Q4 2018Q1 20216
Foresight Wealth Management, LLC 510.10%0.45%0.94%Q4 2018Q2 20206
WEBSTER BANK, N. A. 660.00%0.00%0.00%Q4 2017Q1 20196
Advisors Capital Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Private Wealth Advisors, LLC 660.42%0.47%0.54%Q4 2018Q1 20206
Kore Private Wealth LLC 310.00%0.01%0.02%Q4 2018Q4 20216
Elite Wealth Management, Inc. 420.03%0.93%2.18%Q4 2013Q3 20156
Willis Johnson & Associates, Inc. 660.09%0.17%0.22%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Asset Management Resources, LLC 420.13%0.16%0.21%Q1 2022Q3 20236
Royal Fund Management, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
Bay Harbor Wealth Management, LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Sargent Investment Group, LLC 660.95%1.08%1.21%Q2 2022Q3 20236
HHG & Company, LLC 660.60%1.30%1.78%Q4 2014Q1 20166
Coston, McIsaac & Partners 660.01%0.01%0.01%Q2 2022Q3 20236
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2018Q3 20196
WEST BANCORPORATION INC 420.01%0.02%0.04%Q2 2020Q3 20226
ACAS, LLC 410.31%0.84%1.06%Q2 2022Q3 20235
Dorsey Wright & Associates 326.75%8.74%10.26%Q2 2013Q3 20145
Diversified, LLC 550.07%0.09%0.11%Q3 2022Q3 20235
Diversified Trust Co 550.02%0.02%0.02%Q4 2022Q4 20235
Colonial Trust Co / SC 550.15%0.17%0.19%Q3 2022Q3 20235
Graypoint LLC 550.02%0.03%0.04%Q3 2022Q3 20235
WOLVERINE TRADING, LLC 210.00%0.00%0.01%Q3 2016Q2 20235
FOUNDERS BANK & TRUST 550.02%0.02%0.02%Q4 2013Q4 20145
Goelzer Investment Management, Inc. 410.02%0.04%0.09%Q1 2019Q3 20235
Argentus Capital Management, LLC 550.00%0.02%0.05%Q3 2015Q3 20165
First Bancorp, Inc /ME/ 550.35%0.36%0.36%Q3 2022Q3 20235
FIRST HORIZON CORP 410.00%0.03%0.13%Q2 2013Q2 20215
Yellowstone Partners, LLC 550.11%0.47%1.02%Q3 2015Q3 20165
Windsor Capital Management, LLC 320.00%0.06%0.10%Q2 2013Q2 20185
WISCONSIN CAPITAL MANAGEMENT LLC 550.08%0.08%0.08%Q4 2013Q4 20145
BEACON TRUST CO 550.04%0.32%0.50%Q1 2014Q1 20155
LITTLE HOUSE CAPITAL LLC 551.14%1.22%1.34%Q4 2018Q4 20195
Quantitative Advantage, LLC 550.51%1.88%7.34%Q2 2013Q2 20145
Doyle Wealth Management 310.01%0.02%0.02%Q4 2018Q3 20225
Paracle Advisors, LLC 550.10%0.11%0.15%Q1 2020Q1 20215
AT Bancorp 550.02%0.04%0.09%Q1 2018Q1 20195
WILLNER & HELLER, LLC 551.21%1.32%1.43%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.02%0.03%0.06%Q4 2016Q4 20175
KMS FINANCIAL SERVICES, INC 550.06%0.19%0.22%Q3 2013Q3 20145
LVZ, Inc. 550.07%0.10%0.12%Q4 2016Q4 20175
Mayfair Advisory Group, LLC 550.43%0.46%0.50%Q1 2021Q1 20225
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2015Q3 20235
Almanack Investment Partners, LLC. 550.12%0.12%0.13%Q2 2021Q2 20225
Jackson Creek Investment Advisors LLC 550.09%0.11%0.13%Q4 2020Q4 20215
HORIZON BANCORP INC /IN/ 320.00%0.09%0.24%Q4 2019Q3 20235
Integer Wealth Advisors Group LLC 550.25%0.30%0.35%Q1 2020Q1 20215
Jackson Wealth Management, LLC 320.05%0.35%0.59%Q4 2014Q2 20215
Intrua Financial, LLC 550.18%0.22%0.25%Q2 2021Q2 20225
Selective Wealth Management, Inc. 310.02%0.10%0.35%Q2 2019Q4 20205
Amtrust Financial Services, Inc. 553.63%6.72%8.73%Q1 2022Q1 20235
Crestwood Advisors Group, LLC 410.00%0.01%0.02%Q1 2017Q1 20205
Armbruster Capital Management, Inc. 550.05%0.24%0.29%Q4 2021Q4 20225
DIVIDEND ASSETS CAPITAL, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Bienville Capital Management, LLC 550.02%0.03%0.05%Q2 2018Q2 20195
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q2 2021Q3 20235
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 551.47%1.66%1.82%Q4 2021Q4 20225
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
Stewardship Financial Advisors, LLC 310.00%0.00%0.00%Q1 2019Q1 20215
Bedel Financial Consulting, Inc. 550.00%0.01%0.01%Q1 2021Q1 20225
Silver Lake Advisory, LLC 410.17%0.26%0.34%Q4 2021Q1 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.07%0.08%0.10%Q3 2022Q3 20235
Intelligence Driven Advisers, LLC 550.12%0.20%0.29%Q4 2018Q4 20195
My Personal CFO, LLC 550.21%0.31%0.41%Q3 2022Q3 20235
TrinityPoint Wealth, LLC 550.09%0.41%0.89%Q4 2018Q4 20195
Clearstead Trust, LLC 310.00%0.00%0.00%Q2 2017Q3 20235
Chicago Wealth Management, Inc. 551.67%2.48%2.73%Q1 2021Q1 20225
Angeles Investment Advisors, LLC 550.26%0.57%1.12%Q4 2018Q4 20195
Householder Group Estate & Retirement Specialist, LLC 210.09%0.10%0.11%Q4 2021Q3 20235
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q2 20225
Jackson Hole Capital Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2018Q3 20235
Ellis Investment Partners, LLC 550.01%0.01%0.01%Q2 2019Q2 20205
Hoover Financial Advisors, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
BBR PARTNERS, LLC 320.05%0.09%0.13%Q2 2020Q2 20225
Sageworth Trust Co 550.00%0.00%0.00%Q2 2021Q2 20225
Kozak & Associates, Inc. 550.01%0.02%0.03%Q4 2021Q4 20225
Moisand Fitzgerald Tamayo, LLC 210.01%0.01%0.03%Q4 2015Q4 20225
Summit Trail Advisors, LLC 320.01%0.04%0.06%Q1 2021Q3 20235
LOWERY THOMAS, LLC 550.24%0.45%0.54%Q3 2022Q3 20235
Hall Kathryn A. 550.81%0.95%1.10%Q1 2019Q1 20205
Capasso Planning Partners LLC 550.13%0.18%0.22%Q4 2021Q4 20225
Gupta Wealth Management LLC 551.03%1.95%2.81%Q1 2015Q1 20165
M Holdings Securities, Inc. 310.02%0.05%0.07%Q3 2018Q1 20225
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q2 2020Q3 20235
TCG Advisory Services, LLC 550.06%0.08%0.09%Q1 2021Q1 20225
Oxinas Partners Wealth Management LLC 441.80%2.49%3.29%Q1 2021Q4 20214
TIEDEMANN ADVISORS, LLC 310.02%0.02%0.03%Q2 2019Q2 20214
WESTPORT RESOURCES MANAGEMENT INC 440.01%0.01%0.02%Q4 2015Q3 20164
Milestone Investment Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Southland Equity Partners LLC 310.09%0.15%0.18%Q1 2022Q3 20234
Braver Wealth Management, LLC 440.11%0.14%0.17%Q1 2016Q4 20164
BCR Wealth Strategies, LLC 440.04%0.04%0.05%Q4 2021Q3 20224
Mission Creek Capital Partners, Inc. 440.11%0.11%0.12%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.17%0.21%0.28%Q4 2017Q3 20184
First Farmers & Merchants Bank / Trust 440.32%0.35%0.36%Q4 2021Q3 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.17%0.33%0.74%Q4 2022Q3 20234
CLARK FINANCIAL SERVICES GROUP INC /BD 441.77%2.00%2.14%Q4 2022Q3 20234
Autus Asset Management, LLC 440.08%0.08%0.08%Q1 2022Q4 20224
Atlas Private Wealth Management, LLC 440.02%0.02%0.02%Q2 2020Q1 20214
STEVENS CAPITAL PARTNERS 443.04%3.46%4.03%Q4 2022Q3 20234
Sensible Financial Planning & Management, LLC. 220.01%0.04%0.07%Q3 2014Q3 20164
Quadrant Capital Management, LLC 440.44%1.20%1.58%Q1 2019Q4 20194
Wagner Wealth Management, LLC 440.16%0.17%0.19%Q4 2017Q3 20184
DEARBORN PARTNERS LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Pegasus Partners Ltd. 440.07%0.08%0.08%Q4 2022Q3 20234
WMG Financial Advisors, LLC 310.15%0.16%0.17%Q1 2022Q2 20234
RE Dickinson Investment Advisors, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Vertex Planning Partners, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Baldrige Asset Management LLC 440.01%0.01%0.01%Q2 2021Q1 20224
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 440.28%0.43%0.58%Q4 2018Q3 20194
Fee-Only Financial Planning, L.C. 442.22%2.34%2.51%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
PATTEN & PATTEN INC/TN 440.02%0.02%0.02%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.03%0.04%0.05%Q1 2019Q1 20204
AFS Financial Group, LLC 440.42%0.46%0.50%Q4 2022Q3 20234
ARGENT TRUST COMPANY, N.A. 440.11%0.18%0.26%Q2 2014Q1 20154
Salomon & Ludwin, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
WARNER FINANCIAL, INC 440.24%0.28%0.30%Q4 2022Q3 20234
Kernodle & Katon Asset Management Group, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
ClearBridge Investments 440.00%0.00%0.00%Q3 2016Q2 20174
BURNEY CO/ 310.01%0.01%0.02%Q1 2017Q1 20184
Marquette Asset Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.04%0.08%0.12%Q4 2021Q3 20234
INTREPID CAPITAL MANAGEMENT INC 220.09%0.16%0.25%Q3 2022Q3 20234
Executive Wealth Management, LLC 310.01%0.01%0.04%Q4 2018Q2 20234
Evergreen Wealth Management, LLC 441.22%1.36%1.58%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.27%0.31%0.39%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 440.19%0.20%0.20%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.06%0.07%0.08%Q4 2022Q3 20234
Q3 Asset Management 312.87%3.68%4.40%Q4 2020Q1 20224
GREENLEAF TRUST 440.00%0.00%0.00%Q3 2021Q2 20224
LMG Wealth Partners, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.15%0.15%0.16%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
DDFG, Inc 440.62%0.70%0.78%Q4 2022Q3 20234
Pinnacle Advisory Group, Inc. 210.02%0.03%0.05%Q2 2016Q1 20214
MISSION WEALTH MANAGEMENT, LP 210.01%0.01%0.02%Q1 2020Q3 20234
KENNEDY CAPITAL MANAGEMENT LLC 110.01%0.02%0.04%Q4 2018Q4 20224
Mach-1 Financial Group, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Systelligence, LLC 441.52%2.59%3.26%Q1 2020Q4 20204
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Archford Capital Strategies, LLC 310.00%0.01%0.02%Q3 2015Q1 20184
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2018Q2 20234
Whitaker-Myers Wealth Managers, LTD. 440.29%0.36%0.41%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.04%0.09%0.11%Q4 2022Q3 20234
Greenwich Wealth Management LLC 440.22%0.84%2.43%Q1 2016Q4 20164
Holloway Wealth Management, LLC 310.00%0.00%0.02%Q2 2019Q1 20224
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q4 20224
LEO BROKERAGE, LLC 220.05%0.56%1.17%Q1 2022Q2 20234
HF Advisory Group, LLC 440.23%0.25%0.30%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.28%0.28%0.29%Q4 2021Q3 20224
Kalos Management, Inc. 310.01%0.01%0.01%Q4 2015Q2 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
WMS Partners, LLC 440.10%0.11%0.12%Q4 2019Q3 20204
Aaron Wealth Advisors LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.24%0.29%0.34%Q4 2022Q3 20234
First Capital Advisors Group, LLC. 440.00%0.01%0.01%Q3 2022Q2 20234
Venturi Wealth Management, LLC 310.01%0.01%0.02%Q4 2021Q3 20234
LAM GROUP, INC. 440.68%0.70%0.73%Q4 2022Q3 20234
WESPAC Advisors, LLC 440.43%0.52%0.67%Q3 2013Q2 20144
Life Planning Partners, Inc 440.01%0.02%0.02%Q4 2021Q3 20224
Fragasso Group Inc. 440.59%0.65%0.76%Q1 2014Q4 20144
RFP Financial Group LLC 440.00%0.04%0.15%Q4 2022Q3 20234
Family Investment Center, Inc. 440.15%0.17%0.18%Q4 2022Q3 20234
New Republic Capital, LLC 440.12%0.13%0.13%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 444.03%4.70%5.06%Q4 2022Q3 20234
BAILARD, INC. 210.01%0.01%0.03%Q2 2016Q3 20234
Sharper & Granite LLC 442.67%2.72%2.77%Q4 2022Q3 20234
FundX Investment Group, LLC 441.27%3.26%4.31%Q3 2013Q2 20144
INSIGNEO ADVISORY SERVICES, LLC 440.48%0.66%0.92%Q4 2022Q3 20234
Next Level Private LLC 210.28%0.49%0.61%Q2 2022Q3 20234
Schneider Downs Wealth Management Advisors, LP 440.14%0.15%0.15%Q1 2017Q4 20174
Ruedi Wealth Management, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Park Place Capital Corp 440.34%0.35%0.36%Q4 2022Q3 20234
RAYNER & HAYNOR 440.55%0.55%0.56%Q4 2013Q3 20144
SageView Advisory Group, LLC 440.03%0.08%0.12%Q4 2022Q3 20234
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.02%Q4 2018Q1 20224
US FINANCIAL ADVISORS, LLC 440.29%0.30%0.32%Q4 2022Q3 20234
STABLEFORD CAPITAL II LLC 310.21%0.33%0.68%Q4 2020Q1 20234
HC FINANCIAL ADVISORS INC 440.02%0.02%0.02%Q1 2020Q4 20204
Concorde Asset Management, LLC 220.21%1.93%5.45%Q4 2014Q2 20164
Savant Capital, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Cleary Gull Holdings Inc. 4414.70%18.72%23.26%Q2 2015Q1 20164
Coyle Financial Counsel LLC 310.12%0.36%0.82%Q2 2017Q2 20184
Cypress Point Wealth Management, LLC 440.04%0.05%0.07%Q4 2020Q3 20214
Ally Invest Advisors Inc. 440.04%0.07%0.12%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
USCA RIA LLC 440.02%0.02%0.02%Q3 2020Q2 20214
Leucadia National 440.01%0.02%0.03%Q4 2022Q3 20234
Joseph Group Capital Management 440.00%0.00%0.00%Q1 2022Q4 20224
COWA, LLC 210.01%0.04%0.06%Q4 2020Q1 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.93%1.08%1.39%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 110.01%0.07%0.10%Q1 2014Q1 20224
EXCHANGE TRADED CONCEPTS, LLC 310.22%2.92%3.91%Q4 2020Q4 20234
VitalStone Financial, LLC 440.23%0.32%0.42%Q4 2022Q3 20234
Verum Partners LLC 440.11%0.22%0.30%Q4 2022Q3 20234
First Western Trust Bank 440.00%0.02%0.04%Q1 2022Q4 20224
PINNACLE ASSOCIATES LTD 440.01%0.01%0.01%Q2 2018Q1 20194
FLPUTNAM INVESTMENT MANAGEMENT CO 310.01%0.01%0.02%Q4 2021Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
BMS Financial Advisors, LLC 310.16%0.17%0.17%Q4 2021Q4 20224
Financial Alternatives, Inc 440.56%0.58%0.62%Q4 2022Q3 20234
Titan Capital Management, LLC /TX 449.20%9.93%10.50%Q1 2021Q4 20214
Kohmann Bosshard Financial Services, LLC 441.63%1.69%1.72%Q4 2022Q3 20234
Sterling Financial Group, Inc. 440.86%1.18%1.45%Q4 2022Q3 20234
Forza Wealth Management, LLC 442.47%2.58%2.84%Q4 2022Q3 20234
Capital Directions Investment Advisors, LLC 310.00%0.02%0.06%Q2 2018Q3 20214
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.86%1.04%1.53%Q4 2018Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.02%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.24%0.28%0.31%Q4 2022Q3 20234
Visionary Asset Management, Inc. 440.17%0.23%0.29%Q2 2017Q1 20184
Horrell Capital Management, Inc. 440.01%0.01%0.01%Q2 2014Q1 20154
Vigilant Capital Management, LLC 440.02%0.03%0.07%Q1 2019Q4 20194
SAGE RHINO CAPITAL LLC 220.08%0.11%0.15%Q4 2021Q3 20234
Financial Freedom, LLC 440.37%0.38%0.40%Q4 2022Q3 20234
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q4 2014Q4 20193
REUTER JAMES WEALTH MANAGEMENT, LLC 330.13%0.15%0.18%Q4 2021Q2 20223
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Mirador Capital Partners LP 330.18%0.19%0.19%Q2 2017Q4 20173
Novak Financial Planning, LLC 330.81%0.85%0.89%Q4 2020Q2 20213
TFB Advisors LLC 331.98%2.12%2.25%Q4 2022Q2 20233
CALTON & ASSOCIATES, INC. 110.01%0.09%0.14%Q4 2017Q1 20223
Sterling Investment Counsel, LLC 330.20%0.20%0.22%Q4 2021Q2 20223
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.02%0.02%0.02%Q2 2019Q4 20193
Lion Street Advisors, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
COUNTRY CLUB BANK /GFN 330.12%0.12%0.12%Q1 2023Q3 20233
PFG Investments, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
American Research & Management Co. 330.00%0.00%0.00%Q3 2021Q1 20223
Cape Investment Advisory, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
New Capital Management LP 330.01%0.01%0.01%Q2 2020Q4 20203
Inspire Advisors, LLC 210.00%0.39%0.71%Q4 2020Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.06%0.09%0.11%Q1 2022Q3 20233
Stonebridge Financial Planning Group, LLC 210.00%0.01%0.02%Q1 2021Q4 20213
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
SCHRODERS IS Ltd 330.11%0.11%0.12%Q1 2019Q3 20193
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Towerpoint Wealth, LLC 210.09%0.13%0.15%Q3 2019Q3 20233
Consolidated Portfolio Review Corp 330.16%0.18%0.21%Q1 2023Q3 20233
Jefferies Group LLC 110.00%0.02%0.05%Q4 2014Q2 20213
Strategic Equity Management 330.07%0.10%0.12%Q2 2021Q4 20213
Planning Solutions Group LLC 330.35%0.36%0.36%Q4 2018Q2 20193
ICA Group Wealth Management, LLC 330.08%0.08%0.08%Q1 2022Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Glassman Wealth Services 210.02%0.02%0.03%Q2 2017Q4 20223
Exchange Capital Management, Inc. 330.00%0.00%0.00%Q3 2016Q1 20173
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
First Ascent Asset Management, LLC 330.08%0.08%0.09%Q4 2022Q2 20233
Fiera Capital Corp 330.00%0.00%0.00%Q2 2020Q4 20203
Buckley Wealth Management, LLC 330.11%0.11%0.12%Q2 2019Q4 20193
AlphaStar Capital Management, LLC 330.11%1.01%2.78%Q4 2017Q2 20183
Strategic Financial Concepts, LLC 330.16%0.20%0.25%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q2 2023Q4 20233
BECKER CAPITAL MANAGEMENT INC 330.13%0.13%0.13%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.02%0.03%0.04%Q4 2017Q1 20193
TFO Wealth Partners, LLC 210.00%0.02%0.05%Q3 2020Q1 20223
Alaska Wealth Advisors 330.01%0.01%0.01%Q1 2023Q3 20233
Legacy Financial Group LLC 210.15%0.43%0.63%Q4 2020Q3 20233
High Falls Advisors, Inc 330.00%0.01%0.01%Q4 2015Q2 20163
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q1 2021Q3 20213
Empower Advisory Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Clear Creek Financial Management, LLC 210.07%0.43%1.14%Q3 2020Q3 20223
Modera Wealth Management, LLC 210.00%0.01%0.02%Q4 2021Q2 20233
State of Wisconsin - Board of Commissioners of Public Lands 332.41%2.55%2.65%Q1 2023Q3 20233
Kavar Capital Partners, LLC 330.01%0.01%0.01%Q2 2015Q4 20153
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ACIMA PRIVATE WEALTH, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Kerntke Otto McGlone Wealth Management Group 210.00%0.08%0.14%Q1 2021Q4 20223
BRIDGES INVESTMENT MANAGEMENT INC 330.01%0.01%0.01%Q2 2019Q4 20193
Glass Jacobson Investment Advisors llc 210.40%0.41%0.43%Q4 2022Q3 20233
Crestone Asset Management LLC 330.35%0.38%0.46%Q2 2021Q4 20213
CORTLAND ASSOCIATES INC/MO 330.31%0.32%0.33%Q3 2016Q1 20173
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
HBW ADVISORY SERVICES LLC 330.23%0.27%0.31%Q4 2020Q2 20213
OLD MISSION CAPITAL LLC 210.01%0.11%0.21%Q1 2021Q1 20223
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.01%Q3 2016Q4 20223
ASPIRIANT, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Insight Wealth Strategies, LLC 330.06%0.53%0.79%Q4 2018Q2 20193
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Beaumont Asset Management, L.L.C. 331.24%1.37%1.45%Q3 2022Q1 20233
PSI Advisors, LLC 210.00%0.02%0.06%Q4 2019Q4 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.03%0.04%0.05%Q4 2017Q3 20183
Endowment Wealth Management, Inc. 210.18%0.21%0.22%Q4 2021Q2 20233
GeoWealth Management, LLC 330.24%0.30%0.40%Q4 2020Q2 20213
SUMMITRY LLC 330.02%0.02%0.02%Q1 2019Q3 20193
GENERAL AMERICAN INVESTORS CO INC 330.11%0.11%0.11%Q1 2023Q3 20233
CHANNEL WEALTH LLC 330.26%0.30%0.36%Q1 2023Q3 20233
STOCK YARDS BANK & TRUST CO 330.05%0.07%0.12%Q2 2013Q4 20133
Cornerstone Planning Group LLC 211.96%2.23%2.44%Q4 2022Q3 20233
Intellectus Partners, LLC 210.01%0.01%0.02%Q2 2018Q1 20193
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q1 2023Q3 20233
Ruggaard & Associates LLC 332.79%2.83%2.88%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.46%1.12%2.38%Q4 2022Q3 20233
FULLER & THALER ASSET MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
S&T BANK/PA 330.05%0.06%0.06%Q4 2019Q2 20203
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.01%0.02%0.04%Q4 2019Q2 20223
MANCHESTER FINANCIAL INC 330.02%0.03%0.03%Q3 2020Q1 20213
GERMAN AMERICAN BANCORP, INC. 210.03%0.03%0.03%Q1 2022Q1 20233
Legend Financial Advisors, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
Noble Family Wealth, LLC 330.83%1.04%1.30%Q1 2023Q3 20233
CONSILIO WEALTH ADVISORS, LLC 330.34%2.85%4.42%Q3 2022Q1 20233
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 330.12%0.18%0.22%Q1 2014Q3 20143
Midwest Financial Group LLC 332.31%2.38%2.53%Q1 2023Q3 20233
FSC Wealth Advisors, LLC 330.05%0.22%0.55%Q4 2021Q2 20223
HORIZON FINANCIAL SERVICES, LLC 330.01%0.02%0.03%Q2 2021Q4 20213
FIRST COMMUNITY TRUST NA 220.07%0.07%0.08%Q4 2021Q1 20222
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q3 2015Q3 20182
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
CGN Advisors LLC 220.03%0.04%0.04%Q3 2023Q4 20232
WESPAC Advisors SoCal, LLC 110.00%0.00%0.01%Q1 2016Q1 20192
VANCE WEALTH, INC. 220.17%0.22%0.27%Q1 2022Q2 20222
Barber Financial Group, Inc. 220.07%0.07%0.08%Q4 2016Q1 20172
Paragon Capital Management LLC 110.00%0.01%0.01%Q1 2019Q1 20202
CIDEL ASSET MANAGEMENT INC 220.01%0.01%0.02%Q1 2021Q2 20212
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Breakwater Capital Group 220.10%0.11%0.13%Q2 2023Q3 20232
Sonora Investment Management Group, LLC 220.02%0.03%0.03%Q4 2021Q1 20222
SMITH HAYES Advisers, Inc 220.05%0.05%0.05%Q4 2015Q1 20162
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q4 20212
Townsend & Associates, Inc 220.06%0.07%0.09%Q1 2023Q2 20232
Winch Advisory Services, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Sequoia Wealth Management, LLC 220.19%0.30%0.42%Q2 2019Q3 20192
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2015Q1 20172
V Wealth Advisors LLC 220.05%0.05%0.05%Q1 2023Q2 20232
LWMG, LLC 220.08%0.44%0.81%Q4 2022Q1 20232
Global Strategic Investment Solutions, LLC 220.09%0.09%0.09%Q3 2019Q4 20192
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
ANCHOR CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q1 2020Q4 20222
First Personal Financial Services 110.00%0.00%0.00%Q4 2019Q1 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2018Q2 20232
American Financial Network Advisory Services LLC 220.00%0.01%0.01%Q3 2017Q4 20172
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2012Q2 20132
Geneva Advisors, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
CONNABLE OFFICE INC 220.68%0.70%0.71%Q2 2023Q3 20232
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20142
Advisors Preferred, LLC 220.19%0.47%0.75%Q1 2014Q2 20142
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2018Q1 20192
Select Equity Group, L.P. 110.00%0.00%0.00%Q4 2015Q4 20172
Proficio Capital Partners LLC 110.01%0.03%0.06%Q4 2016Q1 20192
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20222
Lavaca Capital LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Rice Partnership, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pacific Life Fund Advisors LLC 228.48%9.45%10.42%Q2 2023Q3 20232
Kessler Investment Group, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Cavalier Investments, LLC 110.06%0.09%0.13%Q3 2017Q1 20182
Financial Gravity Companies, Inc. 110.02%0.03%0.05%Q4 2017Q4 20182
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Advocacy Wealth Management Services, LLC 110.00%0.01%0.02%Q2 2013Q4 20152
SWAN Capital LLC 114.34%4.62%4.90%Q1 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q3 20232
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
ROOSEVELT INVESTMENT GROUP LLC 220.02%0.02%0.02%Q3 2018Q4 20182
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q1 2018Q2 20182
TRIAD FINANCIAL ADVISORS, INC. 220.11%0.14%0.17%Q4 2021Q1 20222
Empowered Funds, LLC 110.15%0.38%0.61%Q2 2021Q1 20222
Good Life Advisors, LLC 110.04%0.05%0.06%Q4 2019Q1 20212
RMB Capital Management, LLC 110.01%0.01%0.01%Q3 2018Q1 20192
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Paulson Wealth Management Inc. 220.33%0.34%0.36%Q2 2023Q3 20232
Paragon Advisors, LLC 220.14%0.60%1.06%Q2 2023Q3 20232
THEORY FINANCIAL LLC 220.21%0.21%0.21%Q4 2021Q1 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q1 20202
Requisite Capital Management, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
MADISON INVESTMENT HOLDINGS INC 220.02%0.04%0.05%Q4 2014Q1 20152
Axim Planning & Wealth 220.00%0.02%0.04%Q2 2022Q3 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.03%0.03%Q2 2021Q3 20212
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q3 2016Q2 20172
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.07%0.10%Q1 2021Q2 20212
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
REGENTATLANTIC CAPITAL LLC 110.01%0.02%0.03%Q1 2021Q3 20222
D.B. Root & Company, LLC 220.10%0.10%0.11%Q2 2018Q3 20182
Raleigh Capital Management Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
Wilmington Trust, National Association 220.02%0.03%0.05%Q2 2013Q3 20132
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
B. Riley Financial, Inc. 220.07%0.07%0.07%Q3 2017Q4 20172
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
Independent Advisor Alliance 110.04%0.05%0.06%Q1 2017Q4 20192
Cutter & CO Brokerage, Inc. 220.29%0.33%0.37%Q3 2017Q4 20172
Pflug Koory, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
PRW Wealth Management LLC 220.04%0.05%0.05%Q4 2018Q1 20192
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.02%Q4 2014Q1 20152
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
RIVER GLOBAL INVESTORS LLP 220.67%0.75%0.82%Q1 2019Q2 20192
Fusion Family Wealth LLC 220.01%0.01%0.01%Q1 2017Q2 20172
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Alpha Cubed Investments, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
Bellwether Investment Group, LLC 110.03%0.03%0.04%Q2 2016Q4 20162
Lake Point Wealth Management 110.01%0.03%0.05%Q4 2019Q2 20222
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
Fund Evaluation Group, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
Barrett Asset Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Canvas Wealth Advisors, LLC 220.11%0.14%0.18%Q4 2022Q1 20232
RKL Wealth Management LLC 220.09%0.09%0.10%Q2 2017Q3 20172
Neuberger Berman Group LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wealth Architects, LLC 220.12%0.14%0.17%Q2 2015Q3 20152
Human Investing LLC 110.02%0.14%0.25%Q4 2019Q4 20202
Econ Financial Services Corp 221.82%1.86%1.89%Q1 2023Q2 20232
JAMES INVESTMENT RESEARCH INC 220.01%0.01%0.01%Q1 2015Q2 20152
Bell Rock Capital LLC 110.01%0.01%0.01%Q2 2017Q4 20182
Oak Point Wealth Management 220.66%0.71%0.76%Q4 2017Q1 20182
CORNERCAP INVESTMENT COUNSEL INC 220.06%0.06%0.06%Q2 2013Q3 20132
360 Financial, Inc. 220.87%0.90%0.92%Q4 2019Q1 20202
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2021Q3 20212
Boston Partners 220.00%0.00%0.00%Q4 2020Q1 20212
Vanguard Personalized Indexing Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Faithward Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mill Creek Capital Advisors, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2020Q3 20232
Fortitude Advisory Group L.L.C. 220.06%0.06%0.07%Q4 2021Q1 20222
AlphaCore Capital LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Laurel Wealth Planning LLC 220.00%0.00%0.00%Q1 2022Q2 20222
BRYN MAWR TRUST Co 220.42%0.44%0.47%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.03%0.05%0.07%Q4 2022Q1 20232
BALLAST ADVISORS LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Successful Portfolios LLC 220.14%0.14%0.15%Q4 2022Q1 20232
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
High Net Worth Advisory Group LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Gilbert & Cook, Inc. 220.64%0.66%0.68%Q4 2016Q1 20172
Weatherstone Capital Management 110.59%0.75%0.92%Q2 2014Q4 20162
Oak Grove Capital LLC 220.02%0.02%0.02%Q1 2018Q2 20182
IBERIABANK CORP 220.05%0.05%0.06%Q3 2017Q4 20172
BBVA USA Bancshares, Inc. 110.01%0.01%0.01%Q4 2019Q1 20212
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
West Oak Capital, LLC 220.01%0.02%0.02%Q2 2016Q3 20162
Delos Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
EUDAIMONIA ADVISORS LLC 220.18%0.20%0.22%Q4 2021Q1 20222
DEFINED WEALTH MANAGEMENT, LLC 110.05%0.20%0.36%Q4 2020Q4 20222
Investors Research Corp 220.00%0.00%0.00%Q1 2019Q2 20192
Arlington Capital Management, Inc. 220.26%0.29%0.32%Q4 2022Q1 20232
QS Investors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
New Hampshire Trust 220.03%0.03%0.03%Q4 2022Q1 20232
Merriman Wealth Management, LLC 110.24%0.46%0.68%Q3 2015Q4 20192
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.03%0.07%0.12%Q4 2020Q1 20222
DFPG INVESTMENTS, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Vestmark Advisory Solutions, Inc. 220.03%0.03%0.03%Q2 2019Q3 20192
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q3 2019Q4 20192
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q4 2021Q1 20222
ROCKLAND TRUST CO 110.01%0.01%0.02%Q2 2022Q4 20222
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Crosspoint Capital Strategies, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Ferris Capital, LLC 114.96%4.96%4.96%Q2 2021Q2 20211
Formidable Asset Management, LLC 110.20%0.20%0.20%Q1 2019Q1 20191
Financial Advantage, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
SWS Partners 110.02%0.02%0.02%Q4 2017Q4 20171
Spruce Investment Advisors LLC 112.02%2.02%2.02%Q1 2017Q1 20171
ACG Wealth 110.18%0.18%0.18%Q4 2017Q4 20171
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q2 2020Q2 20201
Worth Asset Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Wealth CMT 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q3 2022Q3 20221
WADE G W & INC 110.02%0.02%0.02%Q1 2021Q1 20211
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
Financial Sense Advisors, Inc. 114.84%4.84%4.84%Q1 2022Q1 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
BAHL & GAYNOR INC 110.00%0.00%0.00%Q4 2015Q4 20151
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Independence Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HOWARD FINANCIAL SERVICES, LTD. 110.55%0.55%0.55%Q4 2018Q4 20181
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
RMR Wealth Builders 110.01%0.01%0.01%Q2 2020Q2 20201
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Obsidian Personal Planning Solutions LLC 110.41%0.41%0.41%Q2 2023Q2 20231
Belvedere Advisors LLC 110.89%0.89%0.89%Q1 2019Q1 20191
Beaumont Financial Partners, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Clearwater Capital Advisors, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Root Financial Partners, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Bank of Kentucky, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Main Management ETF Advisors, LLC 114.76%4.76%4.76%Q3 2018Q3 20181
Old North State Trust, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Laffer Tengler Investments, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Darrow Company, Inc. 110.10%0.10%0.10%Q2 2022Q2 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
HoyleCohen, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stearns Financial Services Group 110.00%0.00%0.00%Q3 2019Q3 20191
VICUS CAPITAL 110.06%0.06%0.06%Q2 2021Q2 20211
KerberRose Wealth Management, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
KHP Capital, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MRA Associates USA LLC 110.05%0.05%0.05%Q4 2018Q4 20181
BNC WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Claybrook Capital, LLC 113.28%3.28%3.28%Q4 2018Q4 20181
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
Grandview Asset Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Goodwin Investment Advisory 110.00%0.00%0.00%Q3 2021Q3 20211
StoneX Group Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Portfolio Strategies Inc 116.82%6.82%6.82%Q2 2014Q2 20141
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Riverview Trust Co 110.05%0.05%0.05%Q4 2018Q4 20181
GenTrust, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Derbend Asset Management 110.59%0.59%0.59%Q3 2022Q3 20221
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q4 2021Q4 20211
Platte River Wealth Advisors, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2013Q2 20131
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
McKinley Carter Wealth Services, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
NUANCE INVESTMENTS, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Aberdeen Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Investmark Advisory Group LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Synergy Asset Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
FIDUCIARY TRUST CO 110.00%0.00%0.00%Q2 2017Q2 20171
Requisite Energy Fund I LP 110.04%0.04%0.04%Q4 2018Q4 20181
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TITLEIST CAPITAL, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FFT WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Financial Connections Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Squar Milner Financial Services LLC 110.07%0.07%0.07%Q2 2018Q2 20181
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2022Q3 20221
Cottage Street Advisors LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Corundum Group, Inc. 111.00%1.00%1.00%Q4 2022Q4 20221
Headlands Technologies LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
MRA Advisory Group 110.23%0.23%0.23%Q4 2021Q4 20211
Spectrum Management Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.03%0.03%0.03%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.03%0.03%0.03%Q2 2014Q2 20141
Cobble Hill Financial Services, INC 111.41%1.41%1.41%Q3 2014Q3 20141
SevenOneSeven Capital Management 110.02%0.02%0.02%Q1 2021Q1 20211
Arjuna Capital 110.01%0.01%0.01%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RiverGlades Family Offices LLC 111.71%1.71%1.71%Q4 2018Q4 20181
SBK Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
Shamrock Asset Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Gotham Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TFG Advisers LLC 110.11%0.11%0.11%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Arlington Financial Advisors, LLC 110.50%0.50%0.50%Q4 2022Q4 20221
Tradewinds, LLC. 110.24%0.24%0.24%Q4 2022Q4 20221
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
STIFEL NICOLAUS & CO INC \MO\ 110.19%0.19%0.19%Q3 2013Q3 20131
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
FIRST NATIONAL CORP /MA/ /ADV 110.01%0.01%0.01%Q4 2018Q4 20181
DRW Securities, LLC 110.28%0.28%0.28%Q3 2013Q3 20131
Retirement Planning Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Conrad Siegel Investment Advisors, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
Peoples Bank/KS 110.00%0.00%0.00%Q4 2023Q4 20231
Domani Wealth, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
ASSET MANAGEMENT CORP /IL/ /ADV 110.53%0.53%0.53%Q1 2023Q1 20231
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Garrison Asset Management, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20161
Ergoteles LLC 110.04%0.04%0.04%Q2 2022Q2 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
FLC Capital Advisors 110.14%0.14%0.14%Q4 2019Q4 20191
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
CHILDRESS CAPITAL ADVISORS, LLC 110.29%0.29%0.29%Q2 2021Q2 20211
Interchange Capital Partners, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
TCG Advisors, LP 111.54%1.54%1.54%Q4 2018Q4 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.03%0.03%0.03%Q3 2018Q3 20181
RESOLUTE FINANCIAL, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
BIP Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2013Q3 20131
Arkos Global Advisors 110.05%0.05%0.05%Q1 2022Q1 20221
CXI Advisors 110.05%0.05%0.05%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Crabel Capital Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
ROMAN BUTLER FULLERTON & CO 110.14%0.14%0.14%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q2 20191
INVESTMENT PARTNERS, LTD. 110.04%0.04%0.04%Q1 2015Q1 20151
Asset Allocation Strategies LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Price Wealth, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.13%0.13%0.13%Q3 2022Q3 20221
SkyView Investment Advisors, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2020Q1 20201
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Global Index Advisors Inc 110.13%0.13%0.13%Q2 2014Q2 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
TECTONIC ADVISORS LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Tidal Investments LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Vista Private Wealth Partners. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Sterling Capital Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Reitz Capital Advisors LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Eukles Asset Management 110.01%0.01%0.01%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.94%0.94%0.94%Q3 2023Q3 20231
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Robbie L. Kennerson P.A., Inc. 113.23%3.23%3.23%Q4 2022Q4 20221
CPWM, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ASSET PLANNING CORPORATION 110.02%0.02%0.02%Q4 2020Q4 20201
Dakota Wealth Management 110.02%0.02%0.02%Q4 2021Q4 20211
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Northwest Quadrant Wealth Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Stratos Investment Management, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DEERE & CO 110.08%0.08%0.08%Q1 2016Q1 20161
ACUTE INVESTMENT ADVISORY, LLC 111.60%1.60%1.60%Q4 2021Q4 20211
GFG Capital, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Moss Adams Wealth Advisors LLC 110.53%0.53%0.53%Q4 2022Q4 20221
CWH Capital Management, Inc. 113.51%3.51%3.51%Q4 2020Q4 20201
Cambria Investment Management, L.P. 110.01%0.01%0.01%Q1 2019Q1 20191
Liberty Capital Management, Inc. 110.04%0.04%0.04%Q3 2017Q3 20171
Gateway Advisory, LLC 110.15%0.15%0.15%Q1 2018Q1 20181
FIRST FINANCIAL EQUITY CORPORATION 110.68%0.68%0.68%Q1 2017Q1 20171
Paul John Balson 110.08%0.08%0.08%Q2 2020Q2 20201
Antonetti Capital Management LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Joel Isaacson & Co., LLC 110.05%0.05%0.05%Q2 2022Q2 20221
NewFocus Financial Group, LLC 113.23%3.23%3.23%Q2 2017Q2 20171
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
PRIVATE CAPITAL MANAGEMENT LLC 110.15%0.15%0.15%Q4 2020Q4 20201
CLEARY GULL INC. 1121.88%21.88%21.88%Q1 2015Q1 20151
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
FURE FINANCIAL CORP 113.64%3.64%3.64%Q2 2021Q2 20211
HANSEATIC MANAGEMENT SERVICES INC 113.86%3.86%3.86%Q4 2020Q4 20201
Rise Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Investment Research & Advisory Group, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
AlphaQ Advisors LLC 111.07%1.07%1.07%Q4 2022Q4 20221
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JOURNEY STRATEGIC WEALTH LLC 110.05%0.05%0.05%Q4 2021Q4 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q3 2023Q3 20231
Annex Advisory Services, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Legacy Capital Wealth Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
SWMG, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
VisionPoint Advisory Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MACKAY SHIELDS LLC 110.08%0.08%0.08%Q1 2018Q1 20181
CAPITAL ONE, NATIONAL ASSOCIATION 110.20%0.20%0.20%Q4 2019Q4 20191
KPP Advisory Services LLC 112.42%2.42%2.42%Q3 2023Q3 20231
Prossimo Advisors, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HTG Investment Advisors, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TORONTO DOMINION BANK 110.01%0.01%0.01%Q3 2022Q3 20221
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Tarbox Family Office, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
Apriem Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
KEYSTONE WEALTH PARTNERS 110.54%0.54%0.54%Q4 2021Q4 20211
Reynolds Investment Management, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
Concorde Financial Corp 110.00%0.00%0.00%Q4 2021Q4 20211
RBO & CO LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Cascade Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.21%1.21%1.21%Q1 2022Q1 20221
WEALTH EFFECTS LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Mayflower Financial Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
LWS Wealth Advisors, Inc. 110.09%0.09%0.09%Q4 2019Q4 20191
Cox Capital Mgt LLC 110.03%0.03%0.03%Q1 2020Q1 20201
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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