VANGUARD INDEX FDS shareholder history

Current and past VANGUARD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22190.00%0.00%0.00%Q2 2013Q3 2023102
HUNTINGTON NATIONAL BANK 2130.00%0.00%0.02%Q1 2009Q3 202350
MCF Advisors LLC 4070.03%1.00%3.54%Q4 2011Q3 202347
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.08%Q2 2013Q3 202347
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.06%Q2 2013Q3 202345
Cutler Group LLC / CA 1410.00%0.00%0.02%Q4 2015Q3 202344
GOLDMAN SACHS GROUP INC 3810.00%0.00%0.01%Q1 2012Q3 202343
Texas Yale Capital Corp. 42420.19%0.29%0.39%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42421.23%1.43%1.72%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.38%1.96%2.42%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.53%0.66%0.90%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.02%0.08%0.24%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.10%0.21%0.35%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.06%0.08%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.20%0.27%0.34%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.02%0.10%1.14%Q2 2013Q3 202342
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42420.04%0.90%2.95%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.32%0.55%0.77%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.06%0.09%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.03%0.09%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.12%0.16%0.20%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.07%0.20%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.28%0.70%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.04%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.56%0.96%1.31%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.01%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.01%0.05%0.07%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.39%0.92%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.28%1.01%4.36%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.08%0.20%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.14%0.25%Q2 2013Q3 202342
Truepoint, Inc. 42420.00%10.39%13.13%Q2 2013Q3 202342
Waverly Advisors, LLC 42422.84%10.36%21.02%Q2 2013Q3 202342
Smithfield Trust Co 42420.03%0.11%0.21%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.01%0.02%Q2 2013Q3 202342
Busey Bank 42420.04%0.06%0.07%Q2 2013Q3 202342
SOL Capital Management CO 41410.11%0.41%0.54%Q3 2013Q3 202341
DUNCKER STREETT & CO INC 25160.01%0.02%0.04%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.09%0.16%0.31%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
BLAIR WILLIAM & CO/IL 41410.00%0.02%0.05%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.20%1.13%Q4 2013Q3 202341
NORTHERN TRUST CORP 41410.00%0.00%0.00%Q3 2013Q3 202341
First Horizon Advisors, Inc. 41410.32%0.85%1.64%Q3 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.06%0.25%0.40%Q3 2013Q4 202341
Citadel Advisors 1110.00%0.00%0.01%Q4 2014Q3 202341
REGIONS FINANCIAL CORP 3560.00%0.01%0.01%Q2 2013Q3 202341
Creative Planning 3380.01%0.02%0.04%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.01%0.07%0.20%Q2 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.32%0.49%0.66%Q4 2013Q3 202340
Veritable, L.P. 40400.01%0.01%0.02%Q3 2013Q2 202340
NATIXIS ADVISORS, L.P. 3460.01%0.04%0.09%Q2 2013Q3 202340
JMG Financial Group, Ltd. 40400.06%0.16%0.40%Q4 2013Q3 202340
Avior Wealth Management, LLC 40401.70%2.99%4.64%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40401.56%2.91%4.64%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.06%0.19%0.53%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.33%0.72%0.89%Q4 2013Q3 202340
Janney Montgomery Scott LLC 3730.01%0.05%0.11%Q3 2013Q3 202340
L. Roy Papp & Associates, LLP 2410.07%0.21%0.28%Q2 2013Q3 202340
Pure Financial Advisors, LLC 22180.03%0.50%1.62%Q2 2013Q4 202340
COLONY GROUP LLC 40400.06%0.13%0.25%Q4 2013Q3 202340
Mariner, LLC 40400.01%0.06%0.12%Q4 2013Q3 202340
TRUIST FINANCIAL CORP 40400.01%0.04%0.14%Q4 2013Q3 202340
NWAM LLC 3520.07%0.40%0.69%Q3 2013Q3 202339
Mathes Company, Inc. 3720.37%0.52%0.67%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.11%0.16%0.23%Q1 2014Q3 202339
COMERICA BANK 3810.01%0.04%0.08%Q3 2013Q3 202339
BLB&B Advisors, LLC 24150.02%0.10%0.42%Q2 2013Q3 202339
Hanson & Doremus Investment Management 39390.00%0.01%0.03%Q3 2013Q1 202339
One Capital Management, LLC 38380.02%2.32%86.36%Q2 2014Q3 202338
Regal Investment Advisors LLC 3710.01%0.64%3.16%Q2 2013Q3 202338
ProVise Management Group, LLC 38380.17%0.44%0.62%Q2 2014Q3 202338
MUFG Americas Holdings Corp 38380.00%0.09%0.24%Q2 2013Q3 202238
Cetera Advisor Networks LLC 2110.01%0.06%0.10%Q2 2013Q3 202338
ASSOCIATED BANC-CORP 38380.02%0.06%0.08%Q2 2014Q3 202338
FMR LLC 38380.00%0.01%0.01%Q2 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.00%0.01%Q1 2014Q3 202338
FDx Advisors, Inc. 2070.02%0.04%0.08%Q4 2013Q3 202338
JUNCTURE WEALTH STRATEGIES, LLC 37370.41%1.70%3.70%Q4 2014Q4 202337
J.P. Morgan Private Wealth Advisors LLC 3610.00%0.17%0.32%Q1 2014Q3 202337
UBS Group AG 36360.07%0.09%0.12%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.02%0.06%Q4 2014Q3 202336
Morningstar Investment Services LLC 36360.01%0.42%0.82%Q2 2013Q1 202236
Argent Trust Co 36360.08%0.18%0.32%Q4 2014Q3 202336
JPMORGAN CHASE & CO 3240.00%0.00%0.00%Q2 2013Q3 202336
Raymond James Financial Services Advisors, Inc. 3330.01%0.04%0.10%Q3 2014Q3 202336
Community Financial Services Group, LLC 3510.40%3.16%5.27%Q2 2013Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.13%0.17%0.23%Q4 2014Q3 202336
MASSMUTUAL TRUST CO FSB/ADV 2910.28%0.51%0.94%Q3 2014Q4 202336
LS Investment Advisors, LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
Ledyard National Bank 35350.06%0.66%1.21%Q1 2015Q3 202335
WHITTIER TRUST CO 3320.00%0.00%0.01%Q2 2013Q3 202335
Cetera Advisors LLC 23120.02%0.07%0.22%Q4 2014Q3 202335
Cordasco Financial Network 34340.04%0.47%2.76%Q1 2014Q2 202234
OLD NATIONAL BANCORP /IN/ 34340.06%0.23%0.36%Q2 2015Q3 202334
KEYBANK NATIONAL ASSOCIATION/OH 2950.00%0.00%0.01%Q1 2014Q3 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.01%0.01%0.03%Q2 2015Q3 202334
ASSETMARK, INC 34340.00%0.78%1.50%Q2 2015Q3 202334
KWMG, LLC 34340.32%2.44%3.35%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.02%0.22%0.48%Q2 2015Q3 202334
THRIVENT FINANCIAL FOR LUTHERANS 1940.00%0.00%0.02%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.03%0.05%Q2 2015Q3 202334
Carroll Financial Associates, Inc. 34340.01%0.04%0.10%Q3 2013Q4 202134
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.07%0.15%Q2 2013Q2 202133
Sigma Planning Corp 3120.04%0.06%0.09%Q1 2015Q3 202333
SYNOVUS FINANCIAL CORP 33330.01%0.07%0.13%Q3 2015Q3 202333
JNBA Financial Advisors 33330.00%0.21%0.33%Q3 2015Q3 202333
CENTRAL TRUST Co 33330.00%0.05%0.14%Q3 2015Q3 202333
SAGE FINANCIAL GROUP INC 3210.12%0.77%1.18%Q4 2013Q3 202333
WRAPMANAGER INC 32320.28%0.35%0.43%Q4 2015Q3 202332
Paradigm Financial Advisors, LLC 32320.58%0.86%1.12%Q1 2014Q4 202132
Cetera Investment Advisers 32320.16%0.49%0.78%Q4 2015Q3 202332
Oakworth Capital, Inc. 32320.00%0.01%0.02%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1110.00%0.10%0.59%Q1 2014Q3 202332
COMMERCE BANK 32320.00%0.04%0.08%Q4 2015Q3 202332
Allworth Financial LP 32320.00%0.19%0.96%Q4 2015Q3 202332
SILVERCREST ASSET MANAGEMENT GROUP LLC 1410.00%0.01%0.02%Q2 2013Q3 202332
Northeast Financial Consultants Inc 19130.07%0.14%0.24%Q3 2015Q3 202332
BOKF, NA 2210.01%0.04%0.08%Q2 2015Q3 202332
Day & Ennis, LLC 32320.83%1.51%2.54%Q4 2015Q3 202332
Manchester Capital Management LLC 32320.12%0.31%0.57%Q4 2015Q3 202332
EATON VANCE MANAGEMENT 32320.00%0.00%0.01%Q4 2014Q3 202232
HighTower Advisors, LLC 1910.00%0.02%0.05%Q3 2015Q3 202331
IFP Advisors, Inc 17140.01%0.02%0.04%Q4 2015Q3 202331
Integrated Investment Consultants, LLC 2380.32%0.78%1.59%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.08%Q1 2016Q3 202331
Winch Advisory Services, LLC 2810.01%0.69%3.26%Q1 2014Q3 202331
SIGNATUREFD, LLC 2380.00%0.00%0.01%Q4 2014Q3 202331
Jackson, Grant Investment Advisers, Inc. 2470.06%0.13%0.16%Q4 2015Q3 202331
VANGUARD GROUP INC 2430.00%0.00%0.00%Q1 2014Q3 202331
Cohen Klingenstein LLC 31310.10%0.15%0.20%Q1 2016Q3 202331
McNamara Financial Services, Inc. 31310.17%0.33%0.51%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.01%0.32%0.96%Q4 2014Q2 202231
NorthRock Partners, LLC 31310.04%0.08%0.16%Q1 2016Q3 202331
CWM, LLC 2380.00%0.01%0.04%Q4 2015Q3 202331
Simmons Bank 31310.17%0.23%0.34%Q1 2016Q3 202331
Advisory Services Network, LLC 2740.01%0.02%0.06%Q4 2015Q3 202331
M&T BANK CORP 2110.00%0.00%0.01%Q3 2014Q3 202330
ARGI Investment Services, LLC 1220.01%0.02%0.05%Q2 2013Q4 202230
LEAVELL INVESTMENT MANAGEMENT, INC. 2910.01%0.15%0.36%Q2 2010Q3 202330
ETRADE Capital Management LLC 30300.04%0.09%0.13%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.04%0.11%0.34%Q2 2013Q3 202030
Rehmann Capital Advisory Group 2210.02%0.34%0.97%Q2 2013Q3 202330
Baystate Wealth Management LLC 2730.00%0.02%0.07%Q4 2014Q3 202330
Clearwater Capital Advisors, LLC 30300.18%0.72%1.85%Q2 2016Q3 202330
Cornerstone Wealth Management, LLC 2510.05%0.11%0.28%Q1 2016Q3 202329
INSPIRION WEALTH ADVISORS, LLC 2720.11%0.27%0.43%Q1 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.02%0.05%0.17%Q4 2013Q4 202029
FIRST MANHATTAN CO. LLC. 2720.00%0.00%0.00%Q3 2013Q3 202329
WINTRUST INVESTMENTS LLC 29290.02%0.10%0.21%Q2 2016Q2 202329
NEXT Financial Group, Inc 16130.00%0.11%0.46%Q3 2014Q4 202129
SVA Wealth Management, LLC 29290.91%1.58%4.47%Q4 2013Q4 202029
BRIGHTON JONES LLC 2630.06%0.10%0.14%Q1 2016Q3 202329
Bryn Mawr Capital Management, LLC 28280.85%7.63%14.66%Q4 2016Q3 202328
Glenview Trust Co 28280.04%0.16%0.72%Q4 2016Q3 202328
Bridgeworth, LLC 28280.07%0.51%2.40%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.07%0.17%0.35%Q4 2016Q3 202328
FIRST UNITED BANK & TRUST 28280.81%2.07%2.63%Q4 2016Q3 202328
Plancorp, LLC 28280.02%0.07%0.12%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.17%0.37%Q4 2016Q3 202328
WHITTIER TRUST CO OF NEVADA INC 28280.01%0.01%0.02%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.11%0.41%1.07%Q4 2016Q3 202328
FARMERS & MERCHANTS INVESTMENTS INC 28280.02%0.04%0.14%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.07%0.68%Q4 2016Q3 202328
SIGNET FINANCIAL MANAGEMENT, LLC 1890.08%0.59%0.78%Q4 2016Q3 202327
Ironwood Financial, llc 2340.01%0.02%0.04%Q4 2014Q3 202127
Caprock Group, LLC 2610.15%0.59%3.12%Q4 2015Q3 202327
Global Retirement Partners, LLC 2070.01%0.03%0.06%Q4 2016Q3 202327
PINNACLE FINANCIAL PARTNERS INC 2610.02%0.06%0.16%Q3 2016Q3 202327
FormulaFolio Investments, LLC 27270.06%0.23%0.87%Q4 2014Q2 202127
FC Advisory LLC 27270.21%0.37%0.49%Q2 2017Q4 202327
First Financial Bank - Trust Division 27270.06%0.07%0.09%Q2 2017Q4 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.18%0.39%Q2 2013Q4 201927
Jacobi Capital Management LLC 1920.00%0.50%13.07%Q2 2016Q3 202327
RWA WEALTH PARTNERS, LLC 27270.08%0.90%1.82%Q1 2017Q3 202327
DEARBORN PARTNERS LLC 2160.01%0.02%0.02%Q4 2013Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.02%0.04%0.05%Q2 2013Q4 201927
BESSEMER GROUP INC 26260.00%0.01%0.02%Q4 2015Q1 202226
MONETA GROUP INVESTMENT ADVISORS LLC 26260.15%0.75%1.22%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.01%0.03%0.11%Q4 2016Q3 202326
Stratos Wealth Partners, LTD. 2510.01%0.03%0.04%Q2 2015Q3 202326
REILLY FINANCIAL ADVISORS, LLC 1930.00%0.01%0.02%Q2 2013Q4 202126
MML INVESTORS SERVICES, LLC 26260.15%0.29%0.54%Q2 2017Q3 202326
Bogart Wealth, LLC 2510.00%0.07%1.47%Q1 2017Q3 202326
Cerity Partners LLC 2510.00%0.10%0.19%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.00%0.06%0.28%Q2 2013Q3 201926
UMB Bank, n.a. 26260.02%0.09%0.18%Q2 2017Q3 202326
Valeo Financial Advisors, LLC 25250.00%0.02%0.05%Q3 2017Q3 202325
Laird Norton Wetherby Wealth Management, LLC 1910.02%0.03%0.04%Q2 2015Q3 202325
WESBANCO BANK INC 14110.01%0.02%0.05%Q2 2017Q3 202325
Sandy Spring Bank 25250.00%0.00%0.01%Q3 2017Q3 202325
YorkBridge Wealth Partners, LLC 25250.07%0.17%0.56%Q4 2016Q4 202225
Mosaic Family Wealth, LLC 25251.55%2.84%4.23%Q4 2015Q4 202125
CIBC Private Wealth Group, LLC 25250.00%0.01%0.03%Q3 2017Q3 202325
JANE STREET GROUP, LLC 410.00%0.02%0.12%Q1 2014Q3 202325
STEPHENS INC /AR/ 2230.01%0.03%0.08%Q2 2013Q3 202325
Voya Financial Advisors, Inc. 25250.02%0.07%0.15%Q1 2015Q1 202125
AE Wealth Management LLC 25250.02%0.14%0.56%Q3 2017Q3 202325
TIAA, FSB 25250.28%0.61%0.90%Q2 2017Q2 202325
Betterment LLC 25250.01%0.02%0.03%Q3 2017Q3 202325
Perigon Wealth Management, LLC 2410.05%0.11%0.16%Q3 2011Q3 202325
Corient Capital Partners, LLC 24240.08%0.28%0.58%Q3 2016Q2 202224
NORTHWEST WEALTH MANAGEMENT, LLC 24240.16%0.69%1.64%Q4 2016Q3 202224
Domani Wealth, LLC 24240.08%0.23%0.40%Q2 2017Q1 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.16%0.19%0.22%Q4 2017Q3 202324
Wells Trecaso Financial Group, LLC 24240.58%0.79%0.92%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.11%0.21%0.38%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.09%0.23%Q4 2017Q3 202324
B. Riley Wealth Advisors, Inc. 1710.00%0.08%0.16%Q2 2014Q3 202324
White Lighthouse Investment Management Inc. 24240.28%0.74%1.07%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.24%0.33%0.47%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.14%0.46%1.62%Q4 2017Q3 202324
Orgel Wealth Management, LLC 24240.18%1.94%4.19%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.08%0.30%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.64%0.80%0.96%Q4 2015Q3 202124
BHK Investment Advisors, LLC 24246.44%8.17%9.50%Q4 2017Q3 202324
Asset Planning Services, Ltd. 1860.07%0.16%0.32%Q2 2015Q4 202124
SeaCrest Wealth Management, LLC 24240.05%0.07%0.11%Q4 2017Q3 202324
NewEdge Advisors, LLC 2310.01%0.19%0.28%Q2 2017Q3 202324
Chicago Partners Investment Group LLC 1010.00%0.03%0.08%Q4 2014Q3 202324
FINANCIAL COUNSELORS INC 2110.01%0.06%0.11%Q4 2014Q3 202324
WoodTrust Financial Corp 24243.20%4.01%4.83%Q4 2017Q3 202324
WealthShield Partners, LLC 1490.22%0.47%0.76%Q4 2017Q3 202323
Relaxing Retirement Coach 23230.38%0.80%1.82%Q4 2017Q2 202323
MGO ONE SEVEN LLC 2120.03%0.33%0.86%Q4 2017Q3 202323
SIMPLEX TRADING, LLC 910.00%0.00%0.01%Q3 2015Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.02%0.02%0.03%Q1 2018Q3 202323
RKL Wealth Management LLC 2120.02%0.09%0.25%Q2 2017Q2 202323
EP Wealth Advisors, LLC 23230.08%0.44%1.22%Q1 2018Q3 202323
BDO Wealth Advisors, LLC 2210.01%0.03%0.08%Q2 2017Q2 202323
DAVENPORT & Co LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
GRIMES & COMPANY, INC. 23230.04%0.05%0.07%Q1 2018Q3 202323
Parkside Advisors LLC 23230.08%0.13%0.20%Q1 2018Q3 202323
BANK OF HAWAII 23230.04%0.06%0.08%Q1 2018Q3 202323
Barrett Asset Management, LLC 23230.00%0.00%0.00%Q2 2014Q4 201923
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.01%0.03%0.05%Q2 2013Q2 202123
Johnson Financial Group, Inc. 1840.00%0.00%0.00%Q4 2017Q3 202322
CX Institutional 22220.00%0.37%0.87%Q2 2018Q3 202322
Ausdal Financial Partners, Inc. 1310.01%0.16%0.35%Q4 2015Q3 202322
Krilogy Financial LLC 1110.01%0.04%0.10%Q3 2015Q1 202322
RAYMOND JAMES TRUST N.A. 22220.03%0.04%0.04%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 1390.00%0.08%0.44%Q2 2017Q3 202322
BNP PARIBAS FINANCIAL MARKETS 22220.00%0.01%0.04%Q2 2018Q3 202322
PFG Advisors 950.05%0.40%6.54%Q4 2017Q3 202322
Advisory Alpha, LLC 1110.00%0.51%2.61%Q4 2016Q3 202322
Baldwin Investment Management, LLC 22220.18%0.24%0.32%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q3 202322
Mutual Advisors, LLC 1840.03%0.18%0.40%Q4 2017Q3 202322
SRS Capital Advisors, Inc. 1040.00%0.37%4.14%Q4 2016Q3 202322
PLANNING DIRECTIONS INC 1480.85%1.35%2.02%Q1 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.00%0.00%0.01%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.00%0.04%0.44%Q3 2016Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.28%0.52%0.84%Q4 2018Q4 202321
Kingsview Wealth Management, LLC 1020.01%0.12%0.42%Q1 2017Q3 202321
Burleson & Company, LLC 21210.14%0.28%0.44%Q4 2017Q4 202221
Vectors Research Management, LLC 21210.12%2.60%5.36%Q3 2018Q3 202321
Parallel Advisors, LLC 11100.00%0.00%0.00%Q4 2016Q3 202321
CAPITAL MANAGEMENT CORP /VA 1410.05%0.11%0.19%Q4 2013Q3 202121
Barnett & Company, Inc. 21210.01%0.02%0.02%Q1 2016Q1 202121
Institute for Wealth Management, LLC. 1320.03%0.31%0.96%Q2 2017Q3 202321
Belpointe Asset Management LLC 1230.01%0.04%0.11%Q3 2017Q1 202321
Archford Capital Strategies, LLC 2010.00%0.10%0.13%Q1 2018Q3 202321
BUCKINGHAM STRATEGIC WEALTH, LLC 21210.02%0.09%0.24%Q3 2018Q3 202321
TRUST CO OF VERMONT 1410.00%0.00%0.01%Q1 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.07%0.18%Q1 2017Q3 202321
Royal Fund Management, LLC 2010.00%0.38%0.66%Q4 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.02%0.03%0.03%Q2 2018Q2 202321
Money Design Co.,Ltd. 1470.37%2.82%9.11%Q3 2017Q3 202321
Mascoma Wealth Management LLC 1110.00%0.07%0.18%Q4 2016Q3 202321
Bernardo Wealth Planning LLC 20200.21%0.29%0.39%Q4 2018Q3 202320
Total Wealth Planning, LLC 20201.54%2.18%2.81%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.03%0.07%Q4 2018Q3 202320
BB&T SECURITIES, LLC 20200.01%0.03%0.06%Q4 2014Q3 201920
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Wealthcare Advisory Partners LLC 1110.00%0.02%0.04%Q3 2017Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
ERn Financial, LLC 20200.24%0.56%0.90%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.10%0.13%0.20%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.83%1.43%2.63%Q4 2018Q3 202320
Freedom Investment Management, Inc. 20200.10%0.20%0.38%Q1 2013Q4 201720
Tradewinds Capital Management, LLC 20200.00%0.00%0.00%Q2 2017Q1 202220
FINANCIAL LIFE ADVISORS 1190.15%0.58%1.17%Q4 2017Q1 202320
Gladstone Institutional Advisory LLC 20200.03%0.17%0.96%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.18%0.29%0.51%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.12%0.25%0.34%Q4 2018Q3 202320
Next Capital Management LLC 20200.61%0.85%1.30%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.17%0.40%0.88%Q4 2018Q3 202320
McIlrath & Eck, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20200.43%0.75%0.94%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.02%0.03%Q4 2015Q3 202020
Brinker Capital Investments, LLC 1910.00%0.06%0.11%Q2 2013Q2 201920
MONECO Advisors, LLC 20200.56%1.59%3.92%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.13%0.27%0.45%Q4 2018Q3 202320
Parkside Financial Bank & Trust 1550.00%0.01%0.02%Q3 2015Q3 202320
Plante Moran Financial Advisors, LLC 20200.00%0.04%0.08%Q4 2018Q3 202320
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 620.01%0.20%0.52%Q4 2014Q3 202320
THOMPSON SIEGEL & WALMSLEY LLC 1040.00%0.00%0.01%Q2 2017Q3 202320
DFPG INVESTMENTS, LLC 20200.05%0.31%0.63%Q4 2018Q3 202320
American Portfolios Advisors 20200.13%0.34%0.47%Q4 2017Q3 202220
COMERICA SECURITIES,INC. 19190.06%0.10%0.14%Q1 2019Q3 202319
TSFG, LLC 19191.03%1.63%2.24%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.06%Q1 2019Q3 202319
Simplicity Solutions, LLC 1330.02%0.16%0.62%Q4 2014Q3 202319
Joseph P. Lucia & Associates, LLC 19190.19%1.50%1.95%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19190.06%0.10%0.13%Q1 2019Q3 202319
FRANKLIN RESOURCES INC 1450.00%0.00%0.00%Q1 2017Q3 202319
CREDIT SUISSE AG/ 1010.00%0.00%0.01%Q2 2013Q4 202219
Pinion Investment Advisors, LLC 19190.19%0.42%0.68%Q1 2018Q3 202219
AXA S.A. 19190.00%0.02%0.03%Q1 2015Q3 201919
VALLEY WEALTH MANAGERS, INC. 19190.17%0.30%0.67%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.15%0.19%0.22%Q1 2019Q3 202319
3D ASSET MANAGEMENT, INC 19190.07%0.21%0.33%Q1 2016Q3 202019
Western Wealth Management, LLC 1180.08%0.11%0.15%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.07%0.38%Q1 2019Q3 202319
Hall Kathryn A. 19190.59%0.83%1.24%Q1 2019Q3 202319
Reynders McVeigh Capital Management, LLC 19190.03%0.03%0.04%Q1 2019Q3 202319
Joel Isaacson & Co., LLC 1270.00%0.02%0.06%Q1 2014Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Spearhead Capital Advisors, LLC 1541.00%3.59%4.26%Q4 2017Q3 202219
Sargent Bickham Lagudis LLC 19190.01%0.01%0.02%Q2 2018Q4 202219
IFC Holdings Incorporated/FL 19190.02%0.14%0.22%Q2 2013Q4 201719
Winthrop Advisory Group LLC 1810.05%0.13%0.37%Q4 2017Q4 202219
LGL PARTNERS, LLC 19190.09%0.25%0.47%Q1 2019Q3 202319
Proficio Capital Partners LLC 1540.02%0.04%0.10%Q4 2015Q1 202219
Pacific Center for Financial Services 1630.00%0.00%0.01%Q4 2018Q3 202319
Crestwood Advisors Group, LLC 1810.00%0.02%0.03%Q1 2017Q3 202319
Private Capital Group, LLC 19191.65%3.51%4.78%Q4 2017Q2 202219
Arrow Investment Advisors, LLC 511.39%4.20%10.12%Q4 2014Q3 202319
Archer Investment Corp 18180.00%0.02%0.03%Q2 2019Q3 202318
Koshinski Asset Management, Inc. 1610.04%0.11%0.17%Q3 2018Q3 202318
Strategic Investment Advisors / MI 18180.15%0.81%2.06%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
BENJAMIN EDWARDS INC 18180.02%0.03%0.06%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.06%0.10%0.23%Q2 2013Q3 201718
SUN LIFE FINANCIAL INC 1440.00%0.01%0.07%Q4 2015Q2 202018
Polaris Wealth Advisory Group, LLC 630.01%0.04%0.10%Q2 2013Q3 201818
Meristem Family Wealth, LLC 18180.06%0.10%0.13%Q4 2017Q1 202218
FIFTH THIRD SECURITIES, INC. 810.22%0.51%0.78%Q1 2016Q3 202318
Commonwealth Equity Services, Inc 18180.08%0.16%0.22%Q2 2013Q3 201718
Connecticut Wealth Management, LLC 18180.57%1.47%4.77%Q2 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.20%0.23%0.24%Q1 2019Q3 202318
Evercore Wealth Management, LLC 1260.00%0.00%0.00%Q2 2013Q4 201718
INVESTMENT CENTERS OF AMERICA INC 18180.05%0.08%0.14%Q2 2013Q3 201718
WP Advisors, LLC 1440.15%0.23%0.32%Q3 2017Q3 202318
MBM Wealth Consultants, LLC 18180.03%0.04%0.05%Q4 2018Q1 202318
Family Management Corp 17170.04%0.09%0.32%Q3 2019Q3 202317
LMCG INVESTMENTS, LLC 1070.10%0.36%0.74%Q2 2013Q3 202317
Calamos Wealth Management LLC 17170.04%0.05%0.06%Q3 2019Q3 202317
Capital Advisory Group Advisory Services, LLC 1520.01%0.01%0.01%Q1 2018Q2 202217
WEALTHSOURCE PARTNERS, LLC 17170.03%0.06%0.12%Q3 2019Q3 202317
First Personal Financial Services 17170.00%0.00%0.01%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.01%0.02%Q3 2019Q3 202317
Sonora Investment Management, LLC 17170.00%0.00%0.00%Q3 2017Q3 202117
MATHER GROUP, LLC. 1410.01%0.04%0.08%Q1 2019Q3 202317
Meridian Wealth Management, LLC 1610.06%0.15%0.26%Q2 2019Q3 202317
Trust Co 980.01%3.69%8.10%Q1 2015Q3 202317
AMI INVESTMENT MANAGEMENT INC 17170.15%0.21%0.24%Q2 2018Q2 202217
HNP Capital LLC 1250.14%2.74%5.56%Q4 2018Q1 202317
BROWN BROTHERS HARRIMAN & CO 17170.00%0.00%0.00%Q3 2019Q3 202317
Wolff Financial Management LLC 1012.28%3.25%4.45%Q4 2018Q3 202317
Haverford Trust Co 940.00%0.00%0.01%Q1 2019Q3 202317
BOK Financial Private Wealth, Inc. 1340.01%0.02%0.04%Q1 2017Q3 202317
LEVEL FOUR ADVISORY SERVICES, LLC 1340.02%0.04%0.09%Q4 2016Q2 202117
Vantage Investment Advisors, LLC 17170.00%0.02%0.06%Q3 2014Q3 201817
Asset Management Group, Inc. 17170.37%0.83%1.05%Q3 2019Q3 202317
STEPHENS GROUP ASSET MANAGEMENT, LLC 1611.59%9.50%12.26%Q4 2018Q3 202317
Camarda Financial Advisors, LLC 1610.02%0.35%0.91%Q4 2013Q2 201917
WFG Advisors, LP 17170.01%0.07%0.53%Q2 2013Q2 201717
MidWestOne Financial Group, Inc. 1340.10%0.24%0.41%Q2 2019Q3 202317
Intellectus Partners, LLC 650.06%0.10%0.14%Q2 2017Q1 202217
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.11%0.51%1.63%Q4 2018Q3 202317
Asset Allocation & Management Company, LLC 16160.44%0.65%0.98%Q4 2019Q3 202316
Cornerstone Advisory, LLC 16160.07%0.14%0.22%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.02%0.02%Q4 2019Q3 202316
CIBC BANK USA 16160.05%0.06%0.07%Q1 2016Q4 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.28%0.40%0.51%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 1110.01%0.03%0.05%Q2 2017Q3 202316
CITIZENS FINANCIAL GROUP INC/RI 1510.00%0.02%0.02%Q4 2015Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.01%0.04%Q3 2018Q2 202216
Sheaff Brock Investment Advisors, LLC 16160.04%0.06%0.08%Q4 2015Q3 201916
Fusion Capital, LLC 16161.99%2.26%2.60%Q4 2019Q3 202316
Aufman Associates Inc 16162.58%3.25%4.59%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.39%0.47%0.56%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.13%0.16%0.21%Q4 2019Q3 202316
Klingman & Associates, LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
1834 INVESTMENT ADVISORS CO 1330.00%0.02%0.07%Q2 2019Q3 202316
Clearstead Advisors, LLC 1510.00%0.06%0.13%Q2 2017Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.00%Q4 2014Q3 201816
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.26%0.51%Q4 2019Q3 202316
Cordant, Inc. 16160.07%0.12%0.18%Q4 2019Q3 202316
ALLIANCEBERNSTEIN L.P. 1510.00%0.00%0.00%Q1 2015Q3 202316
S.A. Mason LLC 16160.14%0.16%0.19%Q4 2019Q3 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202316
SII INVESTMENTS INC/WI 820.02%0.16%0.58%Q2 2013Q4 201716
Heartwood Wealth Advisors LLC 16160.08%0.10%0.12%Q4 2019Q3 202316
360 Financial, Inc. 16161.94%2.49%2.85%Q4 2019Q3 202316
Bishop & Co Investment Management, LLC 1420.15%0.32%0.64%Q2 2019Q3 202316
STEPH & CO 16160.40%0.54%0.67%Q4 2019Q3 202316
Laurel Wealth Advisors, Inc. 1150.05%0.08%0.11%Q2 2018Q4 202216
Brand Asset Management Group, Inc. 16160.10%0.11%0.12%Q2 2018Q1 202216
Gradient Investments LLC 1310.00%0.00%0.01%Q4 2017Q3 202316
Whitegate Investment Counselors, Inc. 16160.05%0.43%0.71%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.51%1.00%1.38%Q4 2019Q3 202316
IFG Advisory, LLC 1510.14%0.24%0.33%Q3 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.21%0.28%0.30%Q2 2013Q1 201716
MATRIX PRIVATE CAPITAL GROUP LLC 16160.09%0.13%0.19%Q4 2019Q3 202316
DUBUQUE BANK & TRUST CO 1230.00%0.00%0.00%Q1 2014Q1 201815
Edmonds Duncan Registered Investment Advisors, LLC 15150.78%2.54%3.12%Q1 2020Q3 202315
Independence Bank of Kentucky 15150.01%0.04%0.06%Q1 2020Q3 202315
Atria Investments, Inc 1210.02%0.05%0.08%Q4 2017Q3 202315
Berkshire Money Management, Inc. 15150.18%0.20%0.22%Q4 2016Q2 202015
ERTS Wealth Advisors, LLC 15153.97%5.15%6.54%Q1 2020Q3 202315
Petix & Botte Co 1230.14%0.29%0.42%Q4 2019Q3 202315
Triton Wealth Management, PLLC 15150.27%0.53%1.22%Q1 2020Q3 202315
Capital Square, LLC 15150.35%0.44%0.53%Q4 2019Q2 202315
Lenox Wealth Advisors, LLC 15150.01%0.01%0.02%Q3 2018Q1 202215
MSI Financial Services Inc 15150.05%0.16%0.32%Q2 2013Q4 201615
Patten Group, Inc. 15150.00%0.04%0.07%Q2 2015Q4 201815
Financial Engines Advisors L.L.C. 15150.00%0.01%0.01%Q1 2020Q3 202315
Wealth Alliance 15150.30%0.42%0.57%Q1 2020Q3 202315
SkyOak Wealth, LLC 1410.07%0.28%0.56%Q4 2019Q3 202315
Independence Advisors, LLC 15150.00%0.06%0.09%Q1 2017Q3 202015
XML Financial, LLC 1410.06%0.60%1.52%Q4 2019Q3 202315
McAdam, LLC 1230.03%1.18%2.29%Q1 2018Q3 202315
GIRARD PARTNERS LTD. 1410.02%0.07%0.11%Q3 2018Q3 202315
JOHNSON INVESTMENT COUNSEL INC 15150.01%0.01%0.01%Q1 2020Q3 202315
PRUDENTIAL FINANCIAL INC 15150.00%0.01%0.03%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.04%0.07%Q2 2016Q4 201915
Renaissance Technologies 510.00%0.00%0.00%Q1 2018Q3 202315
MANNING & NAPIER ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
CHOREO, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.05%0.09%0.14%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.13%0.21%0.34%Q1 2020Q3 202315
Cribstone Capital Management, LLC 1410.02%0.02%0.03%Q2 2016Q2 202015
Colonial Trust Advisors 14140.15%0.60%1.09%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 1310.05%0.51%5.48%Q4 2019Q3 202314
JFS WEALTH ADVISORS, LLC 1310.00%0.01%0.02%Q3 2018Q3 202314
PATHSTONE FAMILY OFFICE, LLC 910.00%0.01%0.01%Q1 2017Q3 202314
HM PAYSON & CO 1110.00%0.00%0.00%Q2 2019Q1 202314
BARCLAYS PLC 1310.00%0.00%0.00%Q1 2017Q3 202314
Northwest Bancshares, Inc. 14140.06%0.17%0.24%Q2 2020Q3 202314
Marcum Wealth, LLC 14140.16%0.37%0.90%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 1040.00%0.01%0.03%Q4 2019Q3 202314
Heritage Wealth Advisors 14140.00%0.00%0.01%Q2 2020Q3 202314
ROMAN BUTLER FULLERTON & CO 14140.25%0.43%0.63%Q2 2020Q3 202314
Orion Portfolio Solutions, LLC 920.00%0.01%0.02%Q4 2019Q3 202314
COZAD ASSET MANAGEMENT INC 14140.13%0.18%0.24%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.38%0.86%1.42%Q4 2019Q1 202314
RAND WEALTH, LLC 14140.06%0.06%0.07%Q2 2013Q3 201614
Ziegler Capital Management, LLC 14140.03%0.11%0.16%Q2 2020Q3 202314
BCS Wealth Management 710.22%0.29%0.34%Q4 2019Q3 202314
Relyea Zuckerberg Hanson LLC 14140.07%0.28%0.48%Q4 2019Q1 202314
PIN OAK INVESTMENT ADVISORS INC 14140.89%1.08%1.42%Q4 2017Q1 202114
FLOW TRADERS U.S. LLC 410.00%0.06%0.18%Q1 2014Q3 202314
BRADLEY FOSTER & SARGENT INC/CT 1310.01%0.01%0.01%Q4 2019Q3 202314
Compton Wealth Advisory Group, LLC 14140.57%2.68%3.44%Q2 2020Q3 202314
Ridgewood Investments LLC 14140.46%0.68%0.92%Q2 2020Q3 202314
Brio Consultants, LLC 1310.04%0.49%0.67%Q4 2018Q3 202314
Praetorian Wealth Management, Inc. 14146.03%6.71%7.39%Q2 2020Q3 202314
Dynamic Advisor Solutions LLC 14140.03%0.07%0.10%Q2 2020Q3 202314
Strategic Financial Services, Inc, 14140.03%0.04%0.04%Q2 2020Q3 202314
Stratos Wealth Advisors, LLC 14140.02%0.11%0.22%Q2 2020Q3 202314
Realta Investment Advisors 1130.00%0.07%0.12%Q2 2019Q3 202314
Beacon Pointe Advisors, LLC 14140.03%0.18%0.52%Q2 2020Q3 202314
Provident Wealth Management, LLC 14140.05%1.24%2.68%Q2 2020Q3 202314
Anchor Investment Management, LLC 14140.03%0.04%0.06%Q3 2020Q4 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.04%0.06%0.18%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 14140.63%1.14%1.81%Q4 2019Q1 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.02%0.04%0.05%Q3 2020Q3 202313
Global Trust Asset Management, LLC 940.00%0.00%0.00%Q4 2019Q3 202313
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13130.00%0.00%0.00%Q1 2020Q1 202313
Miracle Mile Advisors, LLC 13130.08%0.16%0.22%Q3 2020Q3 202313
Balentine LLC 1030.00%0.00%0.00%Q3 2019Q3 202313
VSR Financial Services, Inc. 13130.34%0.65%0.74%Q2 2013Q2 201613
McQueen, Ball & Associates Inc. 13130.28%0.41%0.53%Q4 2015Q4 201813
WASHINGTON TRUST Co 13130.00%0.00%0.00%Q1 2020Q1 202313
NVWM, LLC 940.00%0.01%0.03%Q4 2017Q3 202313
Founders Financial Alliance, LLC 13130.00%0.01%0.09%Q3 2020Q3 202313
Prospera Financial Services Inc 13130.01%0.03%0.04%Q3 2020Q3 202313
Aspire Private Capital, LLC 1110.00%0.01%0.01%Q2 2019Q3 202313
NORTHSTAR ASSET MANAGEMENT LLC 13130.07%0.09%0.10%Q3 2020Q3 202313
LWS Wealth Advisors, Inc. 1030.08%0.12%0.16%Q4 2019Q3 202313
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 13130.06%0.07%0.08%Q4 2015Q4 201813
Kestra Advisory Services, LLC 13130.13%0.18%0.24%Q3 2020Q3 202313
Noven Financial Group, Inc. 720.93%4.57%11.30%Q4 2013Q1 202013
Aevitas Wealth Management, Inc. 760.15%0.17%0.18%Q4 2017Q1 202213
QCI ASSET MANAGEMENT INC/NY 940.01%0.01%0.01%Q1 2018Q3 202113
Hexagon Capital Partners LLC 13130.38%0.47%0.56%Q3 2020Q3 202313
Sutton Wealth Advisors Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
RFG Advisory, LLC 1120.02%0.08%0.38%Q3 2017Q3 202313
Wealthspire Advisors, LLC 1210.01%0.10%0.27%Q1 2020Q3 202313
Angeles Investment Advisors, LLC 13130.00%0.29%1.08%Q4 2018Q4 202113
WHALEROCK POINT PARTNERS, LLC 1030.08%0.12%0.13%Q4 2013Q1 201713
Asset Dedication, LLC 530.01%0.02%0.02%Q4 2015Q3 202313
MV CAPITAL MANAGEMENT, INC. 13130.00%0.01%0.02%Q3 2020Q3 202313
Key FInancial Inc 1210.03%0.04%0.06%Q1 2020Q3 202313
Tradition Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Overbrook Management Corp 12120.04%0.06%0.07%Q1 2015Q4 201712
Center For Asset Management LLC 12121.40%1.58%1.72%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.30%0.60%1.48%Q4 2020Q3 202312
Rodgers & Associates, LTD 12121.21%2.05%2.74%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.13%0.23%0.35%Q4 2020Q3 202312
Richard P Slaughter Associates Inc 12120.26%0.38%0.56%Q1 2021Q4 202312
Atlantic Union Bankshares Corp 12120.03%0.08%0.13%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.20%0.24%0.31%Q4 2020Q3 202312
Legacy Private Trust Co. 840.05%0.11%0.20%Q4 2014Q1 202312
Zions Bancorporation 12120.21%0.30%0.36%Q1 2015Q4 201712
Brookstone Capital Management 1010.00%0.38%0.80%Q3 2015Q3 202312
Insight Advisors, LLC/ PA 12120.38%0.63%0.85%Q4 2020Q3 202312
RFG HOLDINGS, INC. 12120.13%0.18%0.25%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.02%0.05%0.20%Q4 2020Q3 202312
COURIER CAPITAL LLC 12120.04%0.07%0.08%Q4 2020Q3 202312
Prosperity Planning, Inc. 12122.18%2.35%2.57%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12121.16%1.66%2.52%Q4 2020Q3 202312
Systelligence, LLC 520.40%1.75%3.60%Q1 2020Q4 202312
1900 WEALTH MANAGEMENT LLC 12120.04%0.10%0.27%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12122.14%3.12%4.63%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.99%1.09%1.27%Q4 2020Q3 202312
Zeit Capital LLC 12123.29%3.64%3.93%Q4 2020Q3 202312
DAVIS R M INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.13%0.24%0.31%Q4 2020Q3 202312
Fullen Financial Group 12122.29%2.59%2.83%Q2 2020Q1 202312
Wambolt & Associates, LLC 12120.18%0.27%0.37%Q4 2020Q3 202312
Acropolis Investment Management, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
PHH Investments, Ltd. 1111.88%2.68%3.64%Q4 2016Q4 201912
COLLECTIVE FAMILY OFFICE LLC 12120.14%0.29%0.70%Q4 2020Q3 202312
Holloway Wealth Management, LLC 12120.01%0.01%0.01%Q2 2019Q1 202212
Accel Wealth Management 12120.20%0.36%0.51%Q4 2020Q3 202312
Neuberger Berman Group LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Goepper Burkhardt LLC 12124.25%5.03%5.85%Q4 2020Q3 202312
Concord Wealth Partners 12120.01%0.16%0.31%Q4 2020Q3 202312
Keeler Thomas Management LLC 12120.10%1.29%3.63%Q2 2020Q1 202312
Apollon Wealth Management, LLC 1020.02%0.06%0.11%Q2 2020Q3 202312
Pacifica Partners Inc. 750.01%0.01%0.02%Q4 2019Q2 202312
WealthOne, LLC 710.05%0.14%0.23%Q4 2018Q2 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.02%Q4 2018Q3 202112
SOA Wealth Advisors, LLC. 12120.69%1.66%2.80%Q4 2020Q3 202312
Financial Gravity Asset Management, Inc. 610.00%0.57%6.75%Q3 2018Q4 202112
Sequoia Financial Advisors, LLC 620.01%0.01%0.03%Q3 2019Q1 202312
DB Wealth Management Group, LLC 12120.18%0.72%1.44%Q4 2020Q3 202312
Strategic Blueprint, LLC 1110.01%0.03%0.05%Q3 2019Q3 202312
Covington Capital Management 12120.00%0.00%0.01%Q4 2019Q3 202212
Continuum Advisory, LLC 720.12%0.17%0.24%Q2 2017Q3 202312
Aveo Capital Partners, LLC 1110.03%0.05%0.10%Q3 2020Q3 202312
BOENNING & SCATTERGOOD, INC. 1110.06%0.09%0.10%Q4 2019Q4 202212
CITY HOLDING CO 12120.09%0.21%0.26%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.20%0.22%0.23%Q4 2018Q3 202112
Meridian Wealth Advisors, LLC 810.05%0.17%0.29%Q4 2018Q3 202312
Iron Horse Wealth Management, LLC 12120.05%0.09%0.13%Q4 2020Q3 202312
TIEDEMANN ADVISORS, LLC 620.04%0.09%0.35%Q2 2017Q3 202312
IVC Wealth Advisors LLC 12120.92%1.32%1.84%Q4 2020Q3 202312
Marietta Wealth Management, LLC 12120.31%0.50%0.70%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.21%0.28%0.37%Q4 2020Q3 202312
Dorsey & Whitney Trust CO LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
Snowden Capital Advisors LLC 710.01%0.02%0.04%Q2 2017Q2 202311
Bison Wealth, LLC 11110.02%0.03%0.09%Q4 2019Q2 202211
3D/L Capital Management, LLC 11110.14%0.21%0.34%Q1 2021Q3 202311
AdvicePeriod, LLC 920.04%0.05%0.08%Q4 2017Q2 202111
KENNICOTT CAPITAL MANAGEMENT LLC 11110.18%0.25%0.31%Q1 2021Q3 202311
Wolf Group Capital Advisors 1010.04%0.41%0.61%Q4 2013Q4 202111
Spire Wealth Management 11110.01%0.01%0.02%Q1 2021Q3 202311
Penobscot Investment Management Company, Inc. 11110.03%0.05%0.06%Q4 2020Q2 202311
St. Louis Trust Co 11110.13%0.16%0.22%Q1 2021Q3 202311
Destination Wealth Management 740.01%0.01%0.02%Q1 2019Q4 202111
SIMMONS FIRST TRUST CO NA 11110.32%1.18%2.41%Q2 2013Q4 201511
COMERICA SECURITIES INC 11110.06%0.11%0.16%Q2 2016Q4 201811
Glassman Wealth Services 920.01%0.02%0.02%Q4 2014Q1 202211
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
Center for Financial Planning, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.76%1.01%1.54%Q4 2020Q2 202311
CLARK FINANCIAL SERVICES GROUP INC /BD 512.26%2.94%3.90%Q2 2020Q3 202311
Carnegie Capital Asset Management, LLC 11110.03%0.03%0.04%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.12%0.14%0.16%Q4 2018Q2 202111
Clean Yield Group 1010.01%0.02%0.02%Q4 2020Q3 202311
Alpha Omega Wealth Management LLC 11110.03%0.03%0.04%Q4 2016Q2 201911
IBERIABANK CORP 920.08%0.11%0.19%Q3 2017Q2 202011
FIRST AMERICAN TRUST, FSB 920.04%0.08%0.13%Q3 2020Q3 202311
McClarren Financial Advisors, Inc. 650.00%0.08%0.12%Q4 2020Q3 202311
CFO4Life Group, LLC 650.09%0.15%0.45%Q3 2017Q2 202011
Addison Advisors LLC 1010.25%0.39%0.55%Q4 2020Q3 202311
MEEDER ASSET MANAGEMENT INC 1010.00%0.03%0.10%Q4 2018Q3 202211
Disciplined Investments, LLC 910.00%0.02%0.05%Q4 2019Q2 202311
Concert Wealth Management Inc. 1010.01%0.13%0.25%Q3 2013Q3 201611
IBBOTSON ASSOCIATES INC 11112.05%4.23%6.72%Q2 2013Q4 201511
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
55I, LLC 11110.01%0.04%0.15%Q1 2020Q3 202211
Clear Perspectives Financial Planning, LLC 10100.11%0.42%0.79%Q4 2020Q1 202310
Advocacy Wealth Management Services, LLC 820.14%1.85%3.08%Q4 2015Q4 202210
Bank of New Hampshire 10100.06%0.08%0.11%Q2 2021Q3 202310
Keystone Financial Group 820.04%0.06%0.08%Q1 2021Q3 202310
LAKE STREET PRIVATE WEALTH, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
Hefty Wealth Partners 10100.02%0.04%0.06%Q4 2015Q1 201810
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.01%0.01%0.01%Q2 2021Q3 202310
Focused Wealth Management, Inc 10100.00%0.01%0.02%Q3 2013Q4 201510
Hapanowicz & Associates Financial Services, Inc 10100.16%3.17%5.09%Q2 2021Q3 202310
ATWOOD & PALMER INC 730.00%0.01%0.02%Q2 2014Q1 202210
HARVEST GROUP WEALTH MANAGEMENT, LLC 640.00%0.07%0.18%Q3 2019Q1 202310
PACIFIC SUN FINANCIAL CORP 610.17%0.19%0.20%Q4 2019Q2 202310
CITY NATIONAL BANK 10100.18%0.24%0.33%Q2 2013Q3 201510
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Silicon Valley Capital Partners 430.00%0.07%0.12%Q1 2018Q2 202310
PECAUT & CO. 10100.03%0.04%0.05%Q2 2021Q3 202310
NORTH STAR ASSET MANAGEMENT INC 10100.02%0.02%0.02%Q2 2021Q3 202310
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.00%0.00%Q2 2017Q3 201910
Taylor Hoffman Wealth Management 910.06%0.21%0.38%Q4 2017Q2 202010
AMG National Trust Bank 10100.01%0.01%0.02%Q2 2020Q3 202210
EPG Wealth Management LLC 520.02%0.02%0.03%Q4 2019Q3 202310
PEAPACK GLADSTONE FINANCIAL CORP 640.01%0.01%0.01%Q4 2020Q3 202310
Syverson Strege & Co 10100.05%0.12%0.20%Q4 2020Q1 202310
Stonebridge Capital Advisors LLC 910.00%0.01%0.01%Q2 2020Q1 202310
Capital Asset Advisory Services LLC 730.00%0.32%1.19%Q4 2016Q4 202110
Argent Advisors, Inc. 640.10%0.13%0.15%Q4 2020Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.04%0.05%0.07%Q2 2021Q3 202310
Grove Bank & Trust 510.03%0.10%0.17%Q4 2015Q3 202310
Bellwether Advisors, LLC 910.00%0.06%0.56%Q4 2020Q2 202310
Personal Capital Advisors Corp 910.00%0.00%0.00%Q4 2019Q4 202210
B. Riley Wealth Management, Inc. 640.00%0.04%0.13%Q1 2014Q2 202210
Redwood Investment Management, LLC 10100.35%0.79%1.17%Q2 2021Q3 202310
Roble, Belko & Company, Inc 10100.05%0.06%0.09%Q3 2020Q4 202210
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Global Financial Private Capital, Inc 550.11%0.22%0.42%Q3 2017Q2 202010
C M BIDWELL & ASSOCIATES LTD 10100.02%0.02%0.03%Q2 2021Q3 202310
Merit Financial Group, LLC 730.03%0.16%0.42%Q2 2018Q3 202310
HL FINANCIAL SERVICES LLC 910.01%0.01%0.01%Q1 2015Q1 201910
HARBOUR INVESTMENTS, INC. 640.04%0.07%0.21%Q1 2021Q3 202310
HBW ADVISORY SERVICES LLC 820.04%0.19%0.61%Q2 2020Q3 202310
ARROW FINANCIAL CORP 10100.07%0.07%0.08%Q1 2018Q2 202010
CULLEN/FROST BANKERS, INC. 810.00%0.01%0.02%Q1 2021Q3 20239
Ellevest, Inc. 720.00%0.00%0.01%Q4 2018Q1 20239
Stanford Investment Group, Inc. 990.07%0.10%0.12%Q4 2014Q4 20169
Tenret Co LLC 992.93%3.21%3.56%Q2 2021Q2 20239
SPC Financial, Inc. 991.01%1.10%1.23%Q1 2020Q1 20229
Parcion Private Wealth LLC 990.03%4.06%6.85%Q2 2020Q2 20229
Clear Harbor Asset Management, LLC 990.01%0.05%0.08%Q3 2021Q3 20239
Avantax Planning Partners, Inc. 710.00%0.21%0.34%Q1 2018Q3 20239
Integrated Wealth Management 990.08%0.09%0.13%Q1 2015Q1 20179
SouthState Corp 990.01%0.03%0.06%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.14%0.25%0.32%Q3 2021Q3 20239
Sowell Financial Services LLC 710.01%0.07%0.11%Q1 2019Q1 20239
MILLIE CAPITAL MANAGEMENT, LLC 630.25%0.53%0.71%Q1 2015Q4 20179
VERUS CAPITAL PARTNERS, LLC 720.16%0.44%0.60%Q4 2019Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
TECTONIC ADVISORS LLC 990.00%0.01%0.01%Q4 2020Q4 20229
TCI Wealth Advisors, Inc. 410.00%0.03%0.07%Q2 2016Q1 20219
High Net Worth Advisory Group LLC 990.05%0.11%0.17%Q4 2021Q4 20239
First Command Financial Services, Inc. 810.00%0.00%0.01%Q2 2018Q4 20219
Dentgroup LLC 990.88%1.17%1.73%Q4 2021Q4 20239
TCG Advisory Services, LLC 630.06%0.09%0.11%Q2 2021Q3 20239
Eidelman Virant Capital 990.29%0.38%0.58%Q3 2020Q3 20229
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.12%0.43%0.77%Q4 2017Q4 20199
Ameritas Investment Company, LLC 990.05%0.11%0.18%Q3 2019Q3 20219
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q3 2017Q3 20219
Castle Rock Wealth Management, LLC 610.07%0.09%0.10%Q4 2020Q3 20239
Integrated Wealth Concepts LLC 540.01%0.13%0.32%Q2 2021Q3 20239
Alexandria Capital, LLC 990.09%0.16%0.21%Q1 2014Q1 20169
Hudock, Inc. 990.00%0.01%0.01%Q3 2020Q3 20229
Independent Wealth Network Inc. 990.24%0.29%0.35%Q3 2021Q3 20239
Wealthstream Advisors, Inc. 880.18%0.28%0.40%Q4 2021Q3 20238
Fulcrum Capital LLC 887.96%8.76%9.16%Q2 2020Q1 20228
Strategic Wealth Partners, Ltd. 880.00%0.00%0.01%Q4 2017Q3 20198
Stratos Investment Management, LLC 440.03%0.04%0.07%Q3 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.02%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.22%0.23%0.28%Q4 2021Q3 20238
Geneva Advisors, LLC 410.01%0.01%0.01%Q2 2013Q2 20178
First Command Bank 880.00%0.00%0.01%Q2 2018Q1 20208
Evolution Advisers, Inc. 880.21%0.23%0.28%Q4 2021Q3 20238
Parsec Financial Management, Inc. 880.02%0.02%0.02%Q2 2021Q1 20238
EVERMAY WEALTH MANAGEMENT LLC 530.00%0.00%0.01%Q2 2021Q3 20238
MAI Capital Management 880.02%0.05%0.08%Q4 2021Q3 20238
First PREMIER Bank 880.01%0.01%0.02%Q4 2021Q3 20238
GoalVest Advisory LLC 880.02%0.02%0.02%Q1 2022Q4 20238
Paladin Advisory Group, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.11%0.15%0.21%Q4 2021Q3 20238
HB Wealth Management, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
GPS Wealth Strategies Group, LLC 620.00%0.01%0.04%Q1 2021Q3 20238
CABANA LLC 410.00%2.03%5.23%Q4 2017Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 881.50%1.73%1.88%Q4 2021Q3 20238
Wedmont Private Capital 880.10%0.18%0.37%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.05%0.11%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.59%0.71%0.78%Q4 2021Q3 20238
ARCADIA INVESTMENT MANAGEMENT CORP/MI 880.02%0.05%0.17%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Global Wealth Management Investment Advisory, Inc. 880.00%0.00%0.01%Q2 2019Q1 20218
HRT FINANCIAL LP 310.02%0.06%0.14%Q1 2020Q1 20238
SVB WEALTH LLC 620.00%0.00%0.01%Q4 2019Q4 20228
KAYS FINANCIAL ADVISORY CORP /ADV 530.15%0.19%0.22%Q4 2016Q3 20198
Level Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.04%1.04%1.52%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Eagle Strategies LLC 881.31%1.89%3.43%Q4 2021Q3 20238
Axiom Advisory, LLC 885.80%7.00%7.52%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.03%Q4 2019Q3 20218
CJM Wealth Advisers, Ltd. 880.86%1.74%4.30%Q4 2021Q3 20238
AIRE ADVISORS, LLC 884.51%4.88%6.27%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q2 20238
WEALTHSPAN PARTNERS, LLC 880.31%0.37%0.55%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.11%0.13%0.17%Q1 2020Q4 20218
Von Berge Wealth Management Group, LLC 880.31%0.32%0.35%Q4 2021Q3 20238
HOWLAND CAPITAL MANAGEMENT LLC 530.01%0.01%0.01%Q4 2020Q3 20238
Wealthfront Advisers LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.49%3.82%Q4 2021Q3 20238
9258 Wealth Management, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.02%0.04%Q4 2019Q3 20218
Strategic Equity Management 880.16%2.64%5.32%Q4 2020Q3 20228
Operose Advisors LLC 884.09%5.35%6.29%Q4 2021Q3 20238
Integrated Advisors Network LLC 880.02%0.07%0.14%Q4 2021Q3 20238
ETFIDEA, LLC 880.36%0.49%0.64%Q4 2021Q3 20238
CARL STUART INVESTMENT ADVISOR, INC 882.00%3.44%9.00%Q4 2021Q3 20238
Cresset Asset Management, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
StoneX Group Inc. 620.04%0.10%0.29%Q1 2019Q4 20218
Advanced Asset Management Advisors Inc 530.00%1.73%3.28%Q4 2017Q2 20238
SC&H Financial Advisors, Inc. 880.26%0.37%0.67%Q4 2021Q3 20238
Perkins Coie Trust Co 880.01%0.01%0.01%Q1 2017Q4 20188
RMB Capital Management, LLC 880.01%0.01%0.01%Q1 2018Q4 20198
MBL Wealth, LLC 710.03%0.09%0.22%Q1 2021Q3 20238
HFG Advisors, Inc. 883.28%3.48%3.67%Q4 2021Q3 20238
SG Americas Securities, LLC 310.00%0.01%0.04%Q4 2013Q3 20178
Laidlaw Wealth Management LLC 710.08%0.09%0.12%Q4 2020Q2 20238
Sequoia Wealth Management, LLC 880.23%0.48%1.20%Q4 2017Q3 20198
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.01%0.01%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.05%0.07%0.08%Q4 2021Q3 20238
MITCHELL MCLEOD PUGH & WILLIAMS INC 440.10%0.15%0.22%Q1 2021Q3 20238
CNB Bank 880.01%0.01%0.02%Q4 2017Q3 20198
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
Family Firm, Inc. 710.06%0.07%0.08%Q4 2020Q4 20228
Wick Capital Partners, LLC 880.23%0.33%0.43%Q4 2021Q3 20238
Falcon Wealth Planning 880.08%0.23%0.33%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 881.24%1.47%2.12%Q4 2021Q3 20238
City State Bank 880.10%0.11%0.12%Q4 2021Q3 20238
PROFFITT & GOODSON INC 710.00%0.04%0.06%Q4 2018Q3 20238
EverSource Wealth Advisors, LLC 880.13%0.24%0.47%Q4 2021Q3 20238
Guidant Wealth Advisors 440.56%2.34%3.29%Q3 2016Q3 20198
Marion Wealth Management 882.67%3.26%3.69%Q4 2021Q3 20238
MAS Advisors LLC 881.52%2.47%3.47%Q4 2021Q3 20238
Clarus Wealth Advisors 530.01%0.11%0.29%Q2 2018Q2 20228
SEI INVESTMENTS CO 710.00%0.00%0.00%Q1 2015Q2 20188
PSI Advisors, LLC 610.03%0.06%0.17%Q4 2019Q3 20238
Washington Trust Advisors, Inc. 880.14%0.28%0.44%Q4 2021Q3 20238
LOWERY THOMAS, LLC 880.15%0.52%0.86%Q4 2021Q3 20238
Gryphon Financial Partners LLC 440.08%0.16%0.25%Q3 2021Q3 20238
Galvin, Gaustad & Stein, LLC 620.02%0.02%0.04%Q4 2020Q2 20238
Lloyd Advisory Services, LLC. 610.00%0.61%1.46%Q2 2020Q1 20227
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Truvestments Capital LLC 310.00%0.02%0.06%Q3 2018Q3 20227
Moloney Securities Asset Management, LLC 430.04%0.06%0.08%Q1 2021Q3 20237
Summit Financial Strategies, Inc. 430.04%0.10%0.17%Q2 2020Q1 20227
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Cable Hill Partners, LLC 770.00%0.01%0.03%Q2 2016Q4 20177
Harborview Advisors, LLC 770.53%0.78%0.99%Q1 2020Q3 20217
HAZLETT, BURT & WATSON, INC. 770.00%0.01%0.02%Q1 2022Q3 20237
Towerpoint Wealth, LLC 610.10%0.11%0.11%Q3 2019Q1 20227
Foresight Wealth Management, LLC 770.14%0.39%0.73%Q4 2018Q2 20207
IAG Wealth Partners, LLC 610.00%0.01%0.01%Q3 2020Q2 20237
Capital Advisors Wealth Management, LLC 430.26%1.36%2.01%Q1 2021Q3 20237
Vickerman Investment Advisors, Inc. 770.14%0.52%0.98%Q3 2021Q1 20237
Ledge Wealth Management, Inc. 771.52%1.99%3.39%Q1 2022Q3 20237
Vigilant Capital Management, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
Cahill Wealth Management, LLC 770.45%0.53%0.66%Q1 2022Q3 20237
Regal Wealth Group, Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.01%Q4 2017Q3 20197
Visionary Wealth Advisors 770.28%0.45%0.64%Q1 2022Q3 20237
Essex Savings Bank 770.18%0.21%0.30%Q4 2019Q2 20217
TELEMUS CAPITAL, LLC 770.02%0.02%0.02%Q2 2020Q4 20217
Private Ocean, LLC 520.00%0.02%0.04%Q4 2017Q3 20237
Starfire Investment Advisers, Inc. 770.14%0.22%0.27%Q4 2018Q2 20207
FIRST NATIONAL BANK OF OMAHA 770.01%0.02%0.02%Q2 2019Q4 20207
Safeguard Financial, LLC 770.52%0.69%0.98%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.08%0.25%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q2 2021Q3 20237
Retirement Planning Co of New England, Inc. 770.21%0.23%0.24%Q4 2021Q2 20237
RELIANCE TRUST CO 770.29%0.48%0.76%Q2 2013Q4 20147
Column Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.02%Q1 2021Q4 20227
CPWM, LLC 510.04%0.06%0.08%Q3 2015Q3 20227
MMA ASSET MANAGEMENT LLC 771.59%1.69%1.91%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.03%0.09%Q4 2020Q4 20227
Prostatis Group LLC 610.02%0.24%0.41%Q3 2020Q2 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Cardinal Strategic Wealth Guidance 770.00%0.00%0.00%Q1 2022Q3 20237
WealthBridge Capital Management, LLC 410.06%0.08%0.10%Q4 2018Q2 20237
ANGELES WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
First Western Trust Bank 770.04%0.05%0.07%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.14%0.15%0.16%Q2 2020Q4 20217
Stonebridge Financial Planning Group, LLC 770.01%0.01%0.01%Q4 2019Q2 20217
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.02%0.04%Q4 2021Q2 20237
Wagner Wealth Management, LLC 430.00%0.03%0.07%Q4 2017Q3 20237
Prime Capital Investment Advisors, LLC 310.01%0.02%0.03%Q4 2018Q3 20237
BOSTON PRIVATE BANK & TRUST CO 770.00%0.00%0.00%Q3 2013Q1 20157
Blackston Financial Advisory Group, LLC 770.54%0.71%1.02%Q4 2021Q2 20237
Cyrus J. Lawrence, LLC 770.07%0.10%0.12%Q1 2022Q3 20237
OPPENHEIMER & CO INC 430.01%0.02%0.04%Q1 2017Q3 20237
QUEST CAPITAL MANAGEMENT INC /ADV 770.06%0.13%0.20%Q2 2020Q4 20217
1832 Asset Management L.P. 770.04%0.05%0.06%Q1 2022Q3 20237
Sierra Capital LLC 770.00%0.08%0.19%Q1 2022Q3 20237
TRUEWEALTH LLC 660.01%0.01%0.01%Q1 2019Q2 20206
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.02%0.04%Q3 2021Q3 20236
Field & Main Bank 660.01%0.01%0.01%Q2 2022Q3 20236
NOVARE CAPITAL MANAGEMENT LLC 660.04%0.04%0.04%Q1 2022Q2 20236
Wescott Financial Advisory Group, LLC 510.04%0.05%0.06%Q1 2022Q3 20236
GARRISON POINT ADVISORS, LLC 660.16%0.18%0.18%Q4 2020Q1 20226
Verdence Capital Advisors LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Graypoint LLC 660.03%0.07%0.10%Q2 2022Q3 20236
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Prestige Wealth Management Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.03%0.03%0.04%Q4 2020Q1 20226
FORT PITT CAPITAL GROUP, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.04%0.05%0.05%Q4 2020Q1 20226
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2017Q2 20226
Willis Johnson & Associates, Inc. 660.11%0.25%0.32%Q2 2022Q3 20236
Cascade Investment Advisors, Inc. 410.01%0.01%0.01%Q4 2016Q1 20236
SIGMA INVESTMENT COUNSELORS INC 660.02%0.02%0.02%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
Certified Advisory Corp 660.06%0.07%0.10%Q2 2022Q3 20236
Latitude Advisors, LLC 310.11%0.19%0.35%Q4 2020Q2 20236
IBEX WEALTH ADVISORS 410.01%0.04%0.05%Q4 2016Q4 20226
Topel & Distasi Wealth Management, LLC 510.42%0.51%0.53%Q4 2021Q3 20236
SENTINEL PENSION ADVISORS INC 420.08%0.09%0.09%Q3 2020Q1 20226
WMG Financial Advisors, LLC 420.16%0.19%0.23%Q4 2021Q3 20236
Bay Harbor Wealth Management, LLC 660.01%0.01%0.01%Q2 2020Q3 20216
UBS AG 660.09%0.09%0.10%Q2 2013Q3 20146
WASHINGTON TRUST BANK 660.02%0.04%0.06%Q2 2022Q3 20236
Q3 Asset Management 212.20%6.11%9.08%Q3 2018Q1 20236
Allegis Investment Advisors, LLC 660.08%0.37%0.67%Q4 2016Q1 20186
Schneider Downs Wealth Management Advisors, LP 330.04%0.06%0.07%Q3 2021Q3 20236
Biltmore Capital Advisors LLC 661.26%1.47%2.16%Q3 2020Q4 20216
Pensionmark Financial Group, LLC 660.15%1.92%2.95%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
CM WEALTH ADVISORS LLC 660.07%0.10%0.13%Q2 2022Q3 20236
Capital Directions Investment Advisors, LLC 510.03%0.11%0.13%Q3 2018Q4 20226
SCOTIA CAPITAL INC. 660.01%0.01%0.01%Q4 2020Q1 20226
Maryland Capital Management 660.10%0.11%0.12%Q4 2020Q1 20226
WEALTHCARE CAPITAL MANAGEMENT LLC 660.01%0.01%0.03%Q3 2014Q4 20156
Geneva Partners, LLC 310.10%0.17%0.38%Q4 2020Q3 20236
TFG Advisers LLC 510.02%0.10%0.12%Q4 2019Q1 20226
Investors Capital Advisory Services 510.04%0.08%0.10%Q3 2013Q2 20156
Ritter Daniher Financial Advisory LLC / DE 660.02%0.02%0.02%Q2 2022Q3 20236
Stelac Advisory Services LLC 660.08%0.09%0.11%Q1 2020Q2 20216
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q2 2022Q3 20236
Kovitz Investment Group Partners, LLC 660.02%0.06%0.08%Q2 2022Q3 20236
Scott Capital Advisors, LLC 420.09%0.13%0.19%Q4 2021Q3 20236
MOODY NATIONAL BANK TRUST DIVISION 510.07%0.14%0.18%Q3 2021Q3 20236
Bridgewater Advisors Inc. 660.09%0.17%0.27%Q1 2021Q2 20226
Homrich & Berg 660.01%0.08%0.10%Q2 2020Q3 20216
Horrell Capital Management, Inc. 660.01%0.01%0.01%Q4 2013Q1 20156
Tortoise Investment Management, LLC 510.01%0.01%0.01%Q1 2014Q3 20236
VISTA INVESTMENT MANAGEMENT 660.16%0.20%0.23%Q3 2020Q4 20216
Cornerstone Management, Inc. 660.02%0.03%0.03%Q4 2021Q1 20236
KMS FINANCIAL SERVICES, INC 660.04%0.05%0.08%Q2 2013Q3 20146
Pallas Capital Advisors LLC 660.03%0.04%0.06%Q2 2021Q3 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.05%0.10%0.13%Q2 2018Q3 20196
Keel Point, LLC 660.04%0.19%0.26%Q2 2022Q3 20236
Westbourne Investment Advisors, Inc. 660.09%0.10%0.13%Q4 2020Q1 20226
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660.00%0.00%0.00%Q4 2017Q1 20196
Capital Bank & Trust Co 660.00%0.00%0.00%Q2 2017Q3 20186
Lowe Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2016Q3 20176
Legend Financial Advisors, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Jackson Hole Capital Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Bouvel Investment Partners, LLC 551.66%1.79%1.85%Q3 2022Q3 20235
Virtu KCG Holdings LLC 310.01%0.02%0.03%Q3 2013Q1 20165
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Clearstead Trust, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
TITLEIST CAPITAL, LLC 550.18%0.23%0.27%Q4 2021Q4 20225
NewSquare Capital LLC 410.00%0.00%0.00%Q3 2014Q3 20235
Hoover Financial Advisors, Inc. 550.01%0.04%0.06%Q2 2020Q2 20215
KING LUTHER CAPITAL MANAGEMENT CORP 550.00%0.02%0.04%Q2 2021Q2 20225
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
DRW Securities, LLC 550.02%0.16%0.29%Q2 2013Q2 20145
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 550.90%1.22%1.86%Q4 2021Q4 20225
Virtu Financial LLC 110.02%0.04%0.07%Q4 2017Q1 20235
Greenhouse Wealth Management, LLC 410.13%0.63%0.77%Q4 2020Q3 20235
DEFINED WEALTH MANAGEMENT, LLC 550.39%0.49%0.85%Q4 2020Q4 20215
FOUNDERS FINANCIAL SECURITIES LLC 550.08%0.09%0.10%Q3 2022Q3 20235
CALTON & ASSOCIATES, INC. 410.00%0.07%0.15%Q4 2017Q3 20215
Landmark Bank 410.06%0.14%0.16%Q3 2018Q4 20195
COMMUNITY BANK SYSTEM, INC. 550.00%0.01%0.02%Q3 2013Q3 20145
Advisors Preferred, LLC 320.69%1.04%1.47%Q4 2013Q2 20155
Opes Wealth Management LLC 552.27%2.57%2.72%Q3 2022Q3 20235
American Trust 410.01%0.04%0.13%Q1 2022Q3 20235
ORSER CAPITAL MANAGEMENT, LLC 550.42%0.63%0.83%Q1 2021Q1 20225
U.S. Capital Wealth Advisors, LLC 310.01%0.01%0.02%Q3 2021Q3 20235
Newbridge Financial Services Group, Inc. 550.02%0.09%0.19%Q3 2022Q3 20235
LOGAN CAPITAL MANAGEMENT INC 550.00%0.01%0.04%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.02%0.03%0.04%Q1 2015Q1 20165
Mayfair Advisory Group, LLC 550.46%0.52%0.59%Q1 2021Q1 20225
Paragon Advisors, LLC 550.12%0.70%1.53%Q3 2022Q3 20235
Paradigm Financial Partners, LLC 550.11%0.17%0.24%Q1 2019Q1 20205
HORIZON BANCORP INC /IN/ 320.01%0.09%0.24%Q4 2019Q3 20235
WBI INVESTMENTS, LLC 320.01%0.01%0.01%Q1 2015Q3 20165
Lubar & Co., Inc 551.47%2.17%2.66%Q2 2015Q2 20165
Foundations Investment Advisors, LLC 210.01%1.80%4.58%Q2 2018Q3 20235
WILLNER & HELLER, LLC 550.57%0.62%0.67%Q4 2021Q4 20225
FIRST HORIZON CORP 410.08%0.17%0.54%Q2 2013Q2 20215
BBVA USA Bancshares, Inc. 210.01%0.01%0.02%Q2 2018Q4 20195
Csenge Advisory Group 310.00%0.06%0.08%Q3 2017Q1 20205
Savior LLC 550.03%0.03%0.04%Q4 2019Q4 20205
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.45%2.06%Q3 2017Q2 20195
BARRETT & COMPANY, INC. 550.03%0.03%0.03%Q3 2022Q3 20235
Selective Wealth Management, Inc. 550.07%0.08%0.10%Q4 2019Q4 20205
Leelyn Smith, LLC 320.02%0.02%0.04%Q4 2019Q1 20215
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Intergy Private Wealth, LLC 550.92%1.00%1.07%Q3 2022Q3 20235
QP WEALTH MANAGEMENT, LLC 410.33%0.82%1.23%Q4 2019Q1 20215
1919 Investment Counsel, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Steward Financial Group LLC 320.03%0.08%0.13%Q4 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.02%0.03%0.05%Q4 2016Q4 20175
Morton Brown Family Wealth, LLC 550.28%0.34%0.43%Q3 2022Q3 20235
G2 CAPITAL MANAGEMENT, LLC / OH 550.08%0.10%0.12%Q4 2021Q4 20225
Valmark Advisers, Inc. 410.00%0.00%0.01%Q1 2022Q3 20235
LITTLE HOUSE CAPITAL LLC 550.70%0.87%1.21%Q4 2018Q4 20195
Americana Partners, LLC 410.16%0.24%0.36%Q4 2021Q3 20235
Burns Matteson Capital Management, LLC 550.50%1.11%1.96%Q2 2022Q2 20235
US FINANCIAL ADVISORS, LLC 550.02%0.03%0.05%Q4 2014Q4 20155
Transamerica Financial Advisors, Inc. 550.00%0.00%0.01%Q1 2015Q1 20165
KANAWHA CAPITAL MANAGEMENT LLC 550.03%0.05%0.06%Q3 2022Q3 20235
Colonial Trust Co / SC 550.37%0.40%0.46%Q3 2022Q3 20235
Aaron Wealth Advisors LLC 440.09%0.10%0.10%Q4 2022Q3 20234
WEST BANCORPORATION INC 220.01%0.02%0.02%Q2 2020Q1 20224
Lido Advisors, LLC 210.00%0.00%0.01%Q4 2020Q1 20234
REGIMEN WEALTH, LLC 442.78%2.93%3.07%Q4 2022Q3 20234
Element Wealth, LLC 440.13%0.13%0.13%Q4 2022Q3 20234
Cypress Capital, LLC 440.39%0.44%0.46%Q3 2021Q2 20224
FORVIS Wealth Advisors, LLC 440.02%0.02%0.02%Q3 2020Q2 20214
Paul John Balson 440.08%0.10%0.12%Q1 2020Q4 20204
Goelzer Investment Management, Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 440.97%1.02%1.09%Q4 2022Q3 20234
GeoWealth Management, LLC 220.01%0.02%0.03%Q3 2020Q1 20224
Richard W. Paul & Associates, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Capital Planning Advisors, LLC 310.04%0.14%0.25%Q2 2018Q3 20194
TOWNSQUARE CAPITAL LLC 440.00%0.02%0.06%Q4 2022Q3 20234
Zhang Financial LLC 440.02%0.03%0.03%Q4 2022Q3 20234
M Holdings Securities, Inc. 110.02%0.03%0.04%Q3 2014Q1 20234
Ten Capital Wealth Advisors, LLC 440.55%0.59%0.63%Q3 2020Q2 20214
Financial Planning & Information Services, Inc. 440.07%0.07%0.07%Q4 2022Q3 20234
Private Portfolio Partners LLC 220.09%0.15%0.24%Q1 2019Q3 20204
Milestone Investment Advisors LLC 440.13%0.14%0.15%Q4 2022Q3 20234
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.01%0.01%Q4 2021Q3 20234
RMR Wealth Builders 220.01%0.01%0.02%Q4 2020Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 444.05%4.69%4.96%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.07%0.09%0.11%Q4 2017Q3 20184
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.03%0.03%0.04%Q1 2016Q4 20164
Nalls Sherbakoff Group, LLC 311.00%1.20%1.75%Q4 2018Q3 20234
STEVENS CAPITAL PARTNERS 440.67%0.83%0.92%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2021Q3 20224
Arbor Investment Advisors, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
KINGS POINT CAPITAL MANAGEMENT 310.00%0.00%0.00%Q1 2015Q3 20214
True Wealth Design, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.04%0.08%0.12%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.05%0.07%0.10%Q4 2022Q3 20234
CPA Asset Management LLC 440.27%0.28%0.30%Q4 2022Q3 20234
Financial Designs Corp 443.10%3.23%3.34%Q4 2022Q3 20234
CIC Wealth, LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Mission Creek Capital Partners, Inc. 440.10%0.11%0.11%Q4 2022Q3 20234
D. SCOTT NEAL, INC. 312.70%5.20%6.87%Q2 2020Q4 20214
Stewardship Financial Advisors, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Braver Wealth Management, LLC 440.08%0.10%0.11%Q1 2016Q4 20164
TRUSTCORE FINANCIAL SERVICES, LLC 440.11%0.12%0.14%Q1 2022Q4 20224
Armor Investment Advisors, LLC 310.09%0.11%0.12%Q1 2021Q3 20234
CHAPIN DAVIS, INC. 440.18%0.22%0.24%Q4 2022Q3 20234
Gibson Wealth Advisors LLC 440.02%0.03%0.03%Q4 2021Q3 20224
Capital One Investing, Inc. 440.07%0.09%0.11%Q4 2018Q3 20194
WealthTrust Fairport, LLC 310.00%0.00%0.00%Q2 2014Q3 20184
Bell Rock Capital LLC 210.01%0.26%0.36%Q4 2019Q3 20224
Arete Wealth Advisors, LLC 220.02%0.15%0.50%Q2 2022Q2 20234
Fee-Only Financial Planning, L.C. 440.92%0.98%1.06%Q4 2022Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Harvest Investment Services, LLC 440.12%0.13%0.13%Q4 2020Q3 20214
Meeder Advisory Services, Inc. 440.08%0.08%0.09%Q4 2022Q3 20234
Trellis Advisors, LLC 440.14%0.15%0.15%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.06%0.11%Q4 2022Q3 20234
True North Advisors, LLC 440.09%0.26%0.46%Q4 2021Q3 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.80%0.89%1.09%Q4 2022Q3 20234
BRYN MAWR TRUST Co 220.02%0.31%0.63%Q3 2018Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.09%0.53%1.37%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.03%0.09%0.19%Q1 2021Q2 20234
Frisch Financial Group, Inc. 440.47%0.78%0.95%Q4 2022Q3 20234
Shira Ridge Wealth Management 441.59%1.70%1.78%Q4 2022Q3 20234
Financial Freedom, LLC 440.41%0.43%0.45%Q4 2022Q3 20234
Fiera Capital Corp 310.00%0.00%0.00%Q2 2020Q4 20214
STOCK YARDS BANK & TRUST CO 440.04%0.07%0.14%Q2 2013Q1 20144
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
CONGRESS ASSET MANAGEMENT CO /MA 110.00%0.01%0.03%Q4 2018Q4 20224
Brown Advisory Securities, LLC 440.06%0.08%0.09%Q1 2017Q4 20174
CEDAR HILL ASSOCIATES, LLC 440.04%0.04%0.05%Q3 2017Q2 20184
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 440.09%0.09%0.10%Q4 2016Q3 20174
Hyperion Partners, LLC 445.48%5.73%5.88%Q4 2022Q3 20234
Life Planning Partners, Inc 440.01%0.01%0.02%Q4 2021Q3 20224
VitalStone Financial, LLC 440.10%0.13%0.19%Q4 2022Q3 20234
New Hampshire Trust 440.06%0.06%0.06%Q4 2022Q3 20234
Kore Private Wealth LLC 310.00%0.00%0.01%Q1 2019Q2 20204
Belvedere Trading LLC 210.00%0.03%0.08%Q4 2021Q3 20234
DDFG, Inc 440.44%0.65%0.72%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.01%0.01%0.01%Q4 2015Q3 20164
BERKSHIRE ASSET MANAGEMENT LLC/PA 440.05%0.05%0.05%Q3 2016Q2 20174
Edge Advisors, LLC 440.01%0.01%0.02%Q3 2017Q2 20184
Tyler-Stone Wealth Management 440.00%0.00%0.01%Q4 2021Q3 20224
CreativeOne Wealth, LLC 310.01%0.03%0.05%Q4 2021Q3 20234
BANK OF NOVA SCOTIA 220.04%0.05%0.06%Q1 2013Q1 20144
BEACON FINANCIAL PLANNING, INC 440.67%0.70%0.73%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 310.00%0.00%0.01%Q1 2021Q3 20234
IEQ CAPITAL, LLC 440.02%0.05%0.07%Q4 2019Q3 20204
Mach-1 Financial Group, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Davis Investment Partners, LLC 446.88%7.18%7.47%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.93%0.95%0.97%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.03%Q4 2022Q3 20234
ClearBridge Investments 440.00%0.00%0.00%Q3 2016Q2 20174
WARNER FINANCIAL, INC 440.28%0.32%0.34%Q4 2022Q3 20234
WESPAC Advisors, LLC 440.16%0.18%0.23%Q2 2017Q1 20184
GAMBLE JONES INVESTMENT COUNSEL 440.02%0.02%0.02%Q3 2017Q2 20184
ACG Wealth 440.05%0.06%0.06%Q4 2021Q3 20224
Powell Investment Advisors, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 310.08%0.08%0.09%Q3 2022Q3 20234
RGT Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.01%0.31%0.66%Q4 2021Q3 20234
Bleakley Financial Group, LLC 440.06%0.08%0.09%Q4 2022Q3 20234
JMAC ENTERPRISES LLC 440.66%0.70%0.72%Q2 2022Q1 20234
Kernodle & Katon Asset Management Group, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Bridgewealth Advisory Group, LLC 440.59%0.77%0.85%Q4 2022Q3 20234
ARGENT TRUST COMPANY, N.A. 440.11%0.18%0.26%Q2 2014Q1 20154
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
WealthPLAN Partners, LLC 210.01%0.01%0.01%Q3 2016Q2 20233
Summit Financial, LLC 330.02%0.04%0.05%Q3 2021Q1 20223
Obsidian Personal Planning Solutions LLC 330.28%0.47%0.64%Q1 2023Q3 20233
FOSTER & MOTLEY INC 330.05%0.05%0.05%Q2 2015Q4 20153
FineMark National Bank & Trust 330.01%0.01%0.01%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.04%0.05%0.05%Q4 2022Q3 20233
SOLARIS ASSET MANAGEMENT LLC 330.03%0.03%0.03%Q2 2017Q4 20173
Sepio Capital, LP 330.04%0.05%0.05%Q1 2023Q3 20233
EWA, LLC 330.26%0.29%0.30%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.39%0.41%0.44%Q1 2023Q3 20233
Choate Investment Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
TCF National Bank 330.05%0.06%0.08%Q3 2020Q1 20213
Pinnacle Advisory Group, Inc. 210.02%0.04%0.06%Q4 2017Q1 20213
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
TITLEIST ASSET MANAGEMENT, LLC 330.36%0.43%0.48%Q1 2023Q3 20233
KMG FIDUCIARY PARTNERS, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Trilogy Capital Inc. 330.00%0.01%0.01%Q1 2018Q3 20183
Glass Jacobson Investment Advisors llc 210.02%0.04%0.06%Q4 2022Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.06%0.21%0.43%Q1 2023Q3 20233
MKD WEALTH COACHES, LLC 330.02%0.02%0.02%Q4 2018Q2 20193
Paracle Advisors, LLC 330.04%0.05%0.05%Q2 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.05%0.05%0.05%Q3 2022Q3 20233
Pinnacle Private Wealth, LLC 330.08%0.08%0.09%Q4 2021Q2 20223
AlphaStar Capital Management, LLC 330.07%0.58%1.58%Q4 2017Q2 20183
Timber Hill LLC 210.00%0.00%0.01%Q2 2015Q1 20163
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q3 20233
Kelman-Lazarov, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
Quadrant Private Wealth Management, LLC 330.37%0.38%0.38%Q4 2022Q2 20233
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Buckley Wealth Management, LLC 330.12%0.12%0.12%Q2 2019Q4 20193
HORIZON FINANCIAL SERVICES, LLC 330.02%0.04%0.05%Q2 2021Q4 20213
CHANNEL WEALTH LLC 330.17%0.20%0.25%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.10%0.10%0.10%Q4 2020Q2 20213
BOYS ARNOLD & CO INC 330.03%0.03%0.03%Q2 2019Q4 20193
Strategic Financial Concepts, LLC 330.16%0.18%0.22%Q1 2023Q3 20233
MANCHESTER FINANCIAL INC 330.03%0.04%0.05%Q3 2020Q1 20213
Simplicity Wealth,LLC 330.16%0.24%0.30%Q4 2021Q2 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Doyle Wealth Management 110.00%0.01%0.02%Q4 2018Q4 20213
D.B. Root & Company, LLC 330.18%0.23%0.26%Q1 2018Q3 20183
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Aurora Private Wealth, Inc. 210.08%0.14%0.23%Q4 2021Q2 20233
USA FINANCIAL FORMULAS 330.04%0.09%0.19%Q4 2017Q2 20183
Lebenthal Global Advisors, LLC 330.15%0.22%0.26%Q4 2020Q2 20213
Savant Capital, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Wealth Architects, LLC 210.04%0.12%0.16%Q3 2015Q1 20223
Novak Financial Planning, LLC 330.55%0.57%0.60%Q4 2020Q2 20213
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Centerpoint Advisors, LLC 210.01%0.01%0.02%Q4 2017Q4 20213
CHURCHILL MANAGEMENT Corp 332.21%2.85%3.39%Q4 2014Q2 20153
ZRC WEALTH MANAGEMENT, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.03%0.04%0.04%Q1 2019Q3 20193
Riverview Trust Co 330.02%0.02%0.02%Q1 2023Q3 20233
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
New Capital Management LP 330.01%0.01%0.01%Q2 2020Q4 20203
Elite Wealth Management, Inc. 330.03%0.17%0.45%Q4 2013Q2 20143
FundX Investment Group, LLC 210.08%1.37%3.45%Q1 2015Q4 20213
PFG Investments, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Stephens Consulting, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Quantitative Advantage, LLC 330.48%6.90%10.25%Q1 2015Q3 20153
ALPINE WOODS CAPITAL INVESTORS, LLC 330.09%0.10%0.10%Q2 2018Q4 20183
Clear Perspective Advisors, LLC 330.01%0.02%0.03%Q4 2016Q2 20173
Claraphi Advisory Network, LLC 110.00%0.08%0.22%Q4 2017Q1 20203
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.03%0.06%Q4 2017Q2 20183
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TFB Advisors LLC 331.57%1.72%1.84%Q4 2022Q2 20233
OLD MISSION CAPITAL LLC 210.02%0.08%0.18%Q1 2021Q1 20223
THOMPSON DAVIS & CO., INC. 330.04%0.04%0.04%Q1 2018Q3 20183
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Gallacher Capital Management LLC 330.13%0.13%0.14%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
REGENTATLANTIC CAPITAL LLC 210.00%0.01%0.01%Q4 2014Q3 20223
Cape Investment Advisory, Inc. 330.08%0.08%0.08%Q1 2023Q3 20233
Alaska Wealth Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
Good Life Advisors, LLC 330.06%0.06%0.07%Q1 2019Q3 20193
Planned Solutions, Inc. 210.14%0.14%0.14%Q3 2020Q4 20213
Virtue Capital Management, LLC 210.05%0.09%0.11%Q4 2017Q3 20183
StrategIQ Financial Group, LLC 330.04%0.17%0.43%Q1 2022Q3 20223
Freestone Capital Holdings, LLC 210.00%0.01%0.02%Q3 2020Q4 20213
CASTLE WEALTH MANAGEMENT LLC 330.14%0.17%0.20%Q2 2022Q4 20223
TOMPKINS FINANCIAL CORP 330.01%0.01%0.01%Q3 2013Q1 20143
Icon Wealth Partners, LLC 110.02%0.02%0.03%Q4 2017Q1 20193
Columbus Macro, LLC 110.08%0.08%0.08%Q1 2022Q2 20232
BCR Wealth Strategies, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Winchester Group Inc. 220.15%0.16%0.17%Q2 2013Q3 20132
CAHABA WEALTH MANAGEMENT, INC. 220.07%0.07%0.07%Q2 2018Q3 20182
Evanson Asset Management, LLC 110.02%0.02%0.02%Q1 2022Q3 20232
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sensible Financial Planning & Management, LLC. 220.01%0.01%0.02%Q3 2014Q4 20142
Fortitude Advisory Group L.L.C. 220.02%0.03%0.04%Q4 2021Q1 20222
CHERRYDALE WEALTH MANAGEMENT, LLC 220.71%0.71%0.71%Q3 2023Q4 20232
Dakota Wealth Management 110.02%0.02%0.02%Q4 2021Q4 20222
Kistler-Tiffany Companies, LLC 110.00%0.01%0.01%Q2 2015Q1 20232
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.01%Q3 2019Q4 20192
First Heartland Consultants, Inc. 110.00%0.31%0.61%Q2 2013Q1 20152
MARINO, STRAM & ASSOCIATES LLC 110.07%0.08%0.10%Q2 2021Q4 20212
AMUSSEN HUNSAKER ASSOCIATES LLC 220.06%0.07%0.09%Q2 2018Q3 20182
Phoenix Wealth Advisors 220.07%0.07%0.08%Q4 2020Q1 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.23%0.35%0.47%Q4 2021Q1 20222
Providence Capital Advisors, LLC 220.03%0.03%0.03%Q3 2018Q4 20182
Lighthouse Financial Advisors, Inc. 220.88%0.89%0.89%Q4 2020Q1 20212
Main Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20202
Headlands Technologies LLC 110.00%0.00%0.01%Q1 2023Q3 20232
SWAN Capital LLC 119.54%9.98%10.43%Q1 2023Q3 20232
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
American Financial Network Advisory Services LLC 220.02%0.02%0.02%Q3 2017Q4 20172
McKinley Carter Wealth Services, Inc. 110.00%0.01%0.01%Q1 2018Q4 20192
CADINHA & CO LLC 220.31%0.31%0.32%Q2 2018Q3 20182
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2020Q1 20222
Fund Evaluation Group, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
Oak Point Wealth Management 220.26%0.26%0.27%Q4 2017Q1 20182
TRANSATLANTIQUE PRIVATE WEALTH LLC 220.70%0.72%0.74%Q2 2022Q3 20222
Exchange Capital Management, Inc. 220.00%0.00%0.01%Q3 2014Q4 20142
Cypress Capital Management LLC (WY) 220.00%0.00%0.00%Q3 2021Q4 20212
FIRST COMMUNITY TRUST NA 220.07%0.07%0.07%Q4 2021Q1 20222
Paulson Wealth Management Inc. 220.64%0.65%0.67%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Douglass Winthrop Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Mill Creek Capital Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Princeton Global Asset Management LLC 220.46%0.48%0.50%Q1 2020Q2 20202
STANCORP INVESTMENT ADVISERS INC 220.00%0.10%0.20%Q4 2014Q1 20152
Milestone Advisory Partners 220.20%0.21%0.21%Q4 2021Q1 20222
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Prairie Sky Financial Group LLC 220.25%0.26%0.27%Q2 2023Q3 20232
RETIREMENT INCOME SOLUTIONS, INC 220.08%0.09%0.09%Q2 2022Q3 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Motley Fool Wealth Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Advisor Resource Council 110.09%0.11%0.12%Q4 2021Q2 20222
Financial Gravity Companies, Inc. 110.02%0.03%0.04%Q4 2017Q4 20182
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Integer Wealth Advisors Group LLC 220.12%0.13%0.14%Q4 2020Q1 20212
Pinnacle Family Advisors, LLC 221.44%2.34%3.25%Q2 2020Q3 20202
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q4 20222
QUANTUM CAPITAL MANAGEMENT 110.16%0.37%0.58%Q4 2018Q4 20192
HOLLENCREST CAPITAL MANAGEMENT 220.06%0.06%0.06%Q4 2013Q1 20142
Friedenthal Financial 220.17%0.23%0.29%Q3 2020Q4 20202
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
Raleigh Capital Management Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Lake Hills Wealth Management, LLC 220.15%0.36%0.56%Q4 2021Q1 20222
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.01%Q3 2018Q1 20192
Nemes Rush Group LLC 220.14%0.14%0.14%Q2 2023Q3 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BAILARD, INC. 220.01%0.01%0.02%Q3 2017Q4 20172
V Wealth Advisors LLC 110.00%0.10%0.20%Q2 2017Q2 20202
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.05%0.06%Q1 2021Q2 20212
Catalyst Wealth Management, LLC 220.53%0.57%0.60%Q4 2022Q1 20232
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Samalin Investment Counsel, LLC 110.10%0.11%0.12%Q4 2019Q4 20212
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
QUALCOMM INC/DE 223.14%3.49%3.84%Q2 2013Q3 20132
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2013Q1 20142
Laurel Wealth Planning LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Weatherstone Capital Management 220.66%1.34%2.02%Q4 2013Q1 20142
Orin Green Financial, LLC 110.13%0.14%0.15%Q3 2021Q1 20222
Herold Advisors, Inc. 110.03%0.04%0.04%Q3 2021Q1 20222
Jacobus Wealth Management, Inc. 220.04%0.05%0.05%Q2 2017Q3 20172
PrairieView Partners, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
EXCHANGE TRADED CONCEPTS, LLC 221.60%1.62%1.65%Q4 2021Q1 20222
Glovista Investments LLC 220.20%0.23%0.26%Q4 2020Q1 20212
Pacific Life Fund Advisors LLC 226.19%6.57%6.94%Q2 2023Q3 20232
Altus Wealth Group LLC 220.00%0.00%0.00%Q4 2020Q1 20212
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ELEVATUS WELATH MANAGEMENT 220.20%5.41%10.62%Q2 2023Q3 20232
Tanglewood Wealth Management, Inc. 220.24%0.24%0.24%Q4 2022Q1 20232
Fusion Family Wealth LLC 220.01%0.01%0.01%Q1 2017Q2 20172
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Benson Investment Management Company, Inc. 220.03%0.04%0.05%Q2 2022Q3 20222
New England Private Wealth Advisors LLC 110.04%0.04%0.05%Q4 2020Q2 20232
TWO SIGMA SECURITIES, LLC 110.01%0.22%0.43%Q3 2017Q4 20222
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
Investors Financial Group, LLC 220.12%0.12%0.12%Q3 2021Q4 20212
Waterfront Wealth Inc. 220.17%0.18%0.18%Q2 2023Q3 20232
DENVER WEALTH MANAGEMENT, INC. 220.14%0.16%0.18%Q2 2023Q3 20232
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.26%0.52%Q1 2015Q2 20152
F3Logic, LLC 220.45%0.56%0.68%Q1 2018Q2 20182
WESPAC Advisors SoCal, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
RBO & CO LLC 220.05%0.05%0.05%Q2 2018Q3 20182
FCG ADVISORS, LLC 220.05%0.05%0.05%Q2 2020Q3 20202
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
MAIRS & POWER INC 220.00%0.00%0.00%Q1 2023Q2 20232
PRW Wealth Management LLC 221.50%1.54%1.59%Q4 2021Q1 20222
SteelPeak Wealth, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
PCA Investment Advisory Services Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
Vantage Financial Partners, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
EVERETT HARRIS & CO /CA/ 110.00%0.00%0.00%Q3 2022Q3 20221
TORRAY INVESTMENT PARTNERS LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Park Edge Advisors, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WELCH & FORBES LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cooper Financial Group 110.12%0.12%0.12%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 113.95%3.95%3.95%Q2 2020Q2 20201
Wallace Advisory Group, LLC 110.70%0.70%0.70%Q4 2022Q4 20221
Cox Capital Mgt LLC 110.04%0.04%0.04%Q1 2020Q1 20201
STABLEFORD CAPITAL II LLC 110.60%0.60%0.60%Q1 2023Q1 20231
Ascent Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Howard Capital Management Inc. 1113.18%13.18%13.18%Q2 2019Q2 20191
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Regis Management CO LLC 110.14%0.14%0.14%Q4 2015Q4 20151
PARSONS CAPITAL MANAGEMENT INC/RI 110.02%0.02%0.02%Q4 2021Q4 20211
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Platform Technology Partners 110.10%0.10%0.10%Q4 2020Q4 20201
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
KPP Advisory Services LLC 110.63%0.63%0.63%Q3 2023Q3 20231
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
REFRAME WEALTH, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q4 2019Q4 20191
BAKER TILLY WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Derbend Asset Management 110.31%0.31%0.31%Q3 2022Q3 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Global Index Advisors Inc 110.13%0.13%0.13%Q2 2014Q2 20141
INSIGNEO ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DONALDSON CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
HoyleCohen, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Jump Financial, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Wealth CMT 110.01%0.01%0.01%Q1 2023Q1 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q3 2023Q3 20231
IRON Financial LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Windsor Capital Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Legacy Capital Wealth Partners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
BRIDGES INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
CHARTIST INC /CA/ 110.11%0.11%0.11%Q4 2015Q4 20151
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Crosspoint Capital Strategies, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
PETERSON WEALTH MANAGEMENT 110.18%0.18%0.18%Q2 2021Q2 20211
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Welch Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Claro Advisors LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
GENEVA CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Ferris Capital, LLC 112.81%2.81%2.81%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q4 2022Q4 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Core Alternative Capital 110.04%0.04%0.04%Q4 2021Q4 20211
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cadence Bank 110.04%0.04%0.04%Q1 2021Q1 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2023Q3 20231
Gs Investments, Inc. 110.24%0.24%0.24%Q2 2017Q2 20171
EASTERLY INVESTMENT PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SNOW CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q2 2021Q2 20211
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
Silver Lake Advisory, LLC 110.40%0.40%0.40%Q2 2023Q2 20231
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
J Arnold Wealth Management Co 110.12%0.12%0.12%Q4 2019Q4 20191
ICW Investment Advisors LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
Biechele Royce Advisors 110.09%0.09%0.09%Q4 2022Q4 20221
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Liberty Capital Management, Inc. 110.04%0.04%0.04%Q3 2017Q3 20171
Kavar Capital Partners, LLC 110.06%0.06%0.06%Q1 2014Q1 20141
Nauset Wealth Management. LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Montecito Bank & Trust 110.02%0.02%0.02%Q4 2016Q4 20161
DOPKINS WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ASPIRIANT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CRA Financial Services, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Integrity Financial Corp /WA 110.00%0.00%0.00%Q4 2021Q4 20211
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
SYM FINANCIAL Corp 110.02%0.02%0.02%Q3 2023Q3 20231
ExodusPoint Capital Management, LP 110.06%0.06%0.06%Q3 2020Q3 20201
FinTrust Capital Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
AT Bancorp 110.04%0.04%0.04%Q1 2019Q1 20191
Sicart Associates LLC 110.07%0.07%0.07%Q4 2019Q4 20191
First Long Island Investors, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Segment Wealth Management, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
MOTCO 110.00%0.00%0.00%Q1 2020Q1 20201
LVZ, Inc. 110.05%0.05%0.05%Q3 2020Q3 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.06%0.06%0.06%Q3 2023Q3 20231
Sterling Investment Counsel, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
FSA Wealth Management LLC 110.50%0.50%0.50%Q3 2022Q3 20221
Leading Edge Financial Planning LLC 110.80%0.80%0.80%Q3 2023Q3 20231
ALPS ADVISORS INC 110.01%0.01%0.01%Q2 2014Q2 20141
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Legacy Financial Group LLC 110.16%0.16%0.16%Q3 2023Q3 20231
RESOLUTE FINANCIAL, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Apriem Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
O'Dell Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Ancora Advisors LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RiverGlades Family Offices LLC 111.85%1.85%1.85%Q4 2018Q4 20181
TORONTO DOMINION BANK 110.01%0.01%0.01%Q3 2022Q3 20221
Johanson Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.06%0.06%Q2 2018Q2 20181
STRATEGIC CAPITAL ADVISERS, INC. 110.02%0.02%0.02%Q3 2019Q3 20191
GREENLEAF TRUST 110.01%0.01%0.01%Q2 2022Q2 20221
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q2 2020Q2 20201
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FORTE CAPITAL LLC /ADV 110.04%0.04%0.04%Q1 2023Q1 20231
Investors Research Corp 110.00%0.00%0.00%Q1 2019Q1 20191
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Narus Financial Partners, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
CBIZ Investment Advisory Services, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Eukles Asset Management 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ROSENBLUM SILVERMAN SUTTON S F INC /CA 110.05%0.05%0.05%Q1 2022Q1 20221
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q4 2021Q4 20211
Barber Financial Group, Inc. 112.65%2.65%2.65%Q3 2017Q3 20171
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Arkos Global Advisors 110.06%0.06%0.06%Q1 2022Q1 20221
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DT Investment Partners, LLC 110.15%0.15%0.15%Q2 2015Q2 20151
Select Equity Group, L.P. 110.01%0.01%0.01%Q4 2018Q4 20181
FULTON BANK, N.A. 110.01%0.01%0.01%Q4 2021Q4 20211
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Accredited Investors Inc. 110.06%0.06%0.06%Q2 2018Q2 20181
Moss Adams Wealth Advisors LLC 110.44%0.44%0.44%Q4 2022Q4 20221
HOWE & RUSLING INC 110.01%0.01%0.01%Q3 2017Q3 20171
QUEST INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q2 2013Q2 20131
National Wealth Management Group, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
SAWGRASS ASSET MANAGEMENT LLC 110.17%0.17%0.17%Q3 2023Q3 20231
TRUST CO OF OKLAHOMA 110.21%0.21%0.21%Q4 2017Q4 20171
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.19%0.19%0.19%Q4 2019Q4 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.63%0.63%0.63%Q3 2023Q3 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
ACUTE INVESTMENT ADVISORY, LLC 111.01%1.01%1.01%Q4 2021Q4 20211
STRATEGIC WEALTH MANAGEMENT INC 112.16%2.16%2.16%Q4 2014Q4 20141
Merriman Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
SYNTAX RESEARCH, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
Aprio Wealth Management, LLC 111.37%1.37%1.37%Q3 2023Q3 20231
Brown Miller Wealth Management, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
TCG Advisors, LP 111.65%1.65%1.65%Q4 2018Q4 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clear Creek Financial Management, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
FIRST FINANCIAL EQUITY CORPORATION 110.57%0.57%0.57%Q1 2017Q1 20171
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
VALLEY FINANCIAL MANAGEMENT, INC. 113.20%3.20%3.20%Q2 2023Q2 20231
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
ROBERTSON STEPHENS ADVISORS LLC 110.19%0.19%0.19%Q1 2017Q1 20171
STIFEL NICOLAUS & CO INC \MO\ 110.19%0.19%0.19%Q3 2013Q3 20131
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Robbie L. Kennerson P.A., Inc. 112.13%2.13%2.13%Q4 2022Q4 20221
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Secure Asset Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SBK Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Covenant Multifamily Offices, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Chicago Wealth Management, Inc. 111.01%1.01%1.01%Q4 2019Q4 20191
Corundum Group, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Envision Financial Planning, LLC 111.50%1.50%1.50%Q3 2023Q3 20231
St. Johns Investment Management Company, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Client First Capital LLC 110.23%0.23%0.23%Q2 2022Q2 20221
INVESTMENT PARTNERS, LTD. 110.06%0.06%0.06%Q1 2015Q1 20151
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
NICOLET BANKSHARES INC 110.12%0.12%0.12%Q4 2022Q4 20221
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q3 2021Q3 20211
Platte River Wealth Advisors, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
External links

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