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%0.01%Q2 2013Q3 2023118
HUNTINGTON NATIONAL BANK 36200.00%0.01%0.02%Q1 2009Q3 202358
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202344
Joel Isaacson & Co., LLC 44440.02%0.13%0.24%Q4 2012Q3 202344
ENVESTNET ASSET MANAGEMENT INC 42420.04%0.14%0.21%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.04%0.07%0.11%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.05%0.51%2.17%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.01%0.03%0.12%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.04%0.15%0.28%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.04%0.08%Q2 2013Q3 202342
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42420.03%0.41%1.17%Q2 2013Q3 202342
Harbour Capital Advisors, LLC 2280.44%0.71%1.24%Q1 2013Q4 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.29%0.49%0.87%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42422.01%2.62%3.35%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.04%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 4110.00%0.39%0.87%Q4 2012Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.01%0.08%0.26%Q2 2013Q3 202342
Asset Management Group, Inc. 42422.52%3.20%4.29%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.92%1.28%1.71%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.09%0.17%0.26%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.07%0.12%0.19%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.09%0.35%0.54%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.59%2.19%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.04%0.23%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.04%0.07%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.04%0.19%0.43%Q1 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.03%0.07%Q2 2013Q3 202342
QUEST INVESTMENT MANAGEMENT LLC 42420.88%1.50%2.10%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.03%0.10%0.14%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.47%1.35%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.15%0.37%0.92%Q2 2013Q3 202342
Busey Bank 42420.03%0.04%0.05%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.25%0.46%0.66%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.03%0.08%0.19%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.06%0.28%0.42%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.03%0.89%1.80%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.21%0.53%1.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.06%0.08%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.08%0.26%Q2 2013Q4 202342
BROWN ADVISORY INC 42420.00%0.00%0.01%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.32%0.73%1.17%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.09%0.34%Q2 2013Q3 202342
HYMAN CHARLES D 42420.07%0.09%0.12%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.08%0.16%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.15%0.36%Q2 2013Q3 202342
HARTLINE INVESTMENT CORP/ 3740.18%0.49%1.20%Q2 2013Q3 202341
BLAIR WILLIAM & CO/IL 41410.00%0.11%0.32%Q3 2013Q3 202341
JPMORGAN CHASE & CO 3650.00%0.01%0.10%Q2 2013Q3 202341
BESSEMER GROUP INC 4010.00%0.11%0.71%Q2 2013Q3 202341
Sandy Spring Bank 3830.00%0.01%0.04%Q2 2013Q3 202341
JNBA Financial Advisors 21200.00%0.02%0.06%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.03%0.10%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.14%0.40%Q4 2013Q3 202341
EXENCIAL WEALTH ADVISORS, LLC 2480.26%0.43%0.80%Q1 2013Q3 202341
Cutler Group LLC / CA 1010.00%0.00%0.03%Q4 2015Q3 202341
WESBANCO BANK INC 30110.02%0.04%0.08%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.03%0.08%0.34%Q2 2013Q3 202341
ASSOCIATED BANC-CORP 41410.02%0.04%0.07%Q3 2013Q3 202341
ASSETMARK, INC 41410.45%0.95%1.36%Q3 2013Q3 202341
Cetera Advisors LLC 23180.02%0.09%0.34%Q2 2013Q3 202341
HighTower Advisors, LLC 30110.00%0.09%0.16%Q2 2013Q3 202341
NORTHSTAR ASSET MANAGEMENT Co LLC 3470.09%0.12%0.18%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.04%0.11%0.18%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.05%0.20%0.34%Q3 2013Q4 202341
First Horizon Advisors, Inc. 41410.08%0.22%0.94%Q3 2013Q3 202341
Avior Wealth Management, LLC 40400.47%1.04%1.89%Q4 2013Q3 202340
BURNEY CO/ 3190.01%0.09%0.32%Q2 2013Q3 202340
Curbstone Financial Management Corp 40400.62%1.14%3.47%Q1 2014Q4 202340
FMR LLC 40400.00%0.00%0.00%Q4 2013Q3 202340
COLONY GROUP LLC 40400.01%0.21%1.29%Q4 2013Q3 202340
KEYBANK NATIONAL ASSOCIATION/OH 40400.01%0.01%0.02%Q4 2013Q3 202340
Covington Investment Advisors Inc. 40400.11%0.25%0.44%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.41%1.10%Q4 2013Q4 202340
LINCOLN NATIONAL CORP 40400.29%0.55%0.86%Q4 2013Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.02%0.06%Q2 2013Q3 202340
ASPIRIANT, LLC 2310.04%0.08%0.24%Q2 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.73%1.59%2.70%Q4 2013Q3 202340
Veritable, L.P. 40400.02%0.02%0.05%Q3 2013Q2 202340
Raymond James Financial Services Advisors, Inc. 1980.04%0.14%0.41%Q2 2013Q3 202340
Mariner, LLC 40400.01%0.07%0.12%Q4 2013Q3 202340
TRUST CO OF VERMONT 3310.00%0.01%0.01%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.02%0.03%0.04%Q4 2013Q3 202340
WHITTIER TRUST CO 3360.00%0.00%0.01%Q2 2013Q3 202339
MUFG Americas Holdings Corp 39390.00%0.16%0.67%Q1 2013Q3 202239
BRIGHTON JONES LLC 26130.04%0.10%0.16%Q3 2013Q3 202339
MCMILLION CAPITAL MANAGEMENT INC 39392.21%4.44%6.26%Q4 2013Q2 202339
CHOREO, LLC 39390.08%3.66%7.77%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.05%0.09%Q1 2014Q3 202339
COMERICA BANK 3810.00%0.03%0.06%Q3 2013Q3 202339
Shoker Investment Counsel, Inc. 25140.28%0.84%1.73%Q4 2013Q3 202339
ARGI Investment Services, LLC 39390.09%1.15%3.55%Q2 2013Q4 202239
Garde Capital, Inc. 38380.45%1.07%2.05%Q2 2014Q3 202338
Citadel Advisors 1210.00%0.00%0.01%Q1 2014Q3 202338
ALLIANCEBERNSTEIN L.P. 3080.00%0.00%0.00%Q1 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.10%0.88%4.91%Q2 2014Q3 202338
DOWLING & YAHNKE LLC 38380.07%0.13%0.64%Q2 2013Q3 202238
North Star Investment Management Corp. 21170.00%0.01%0.02%Q1 2014Q3 202338
Checchi Capital Advisers, LLC 26120.02%0.10%0.37%Q1 2014Q3 202338
PITTENGER & ANDERSON INC 38380.00%0.00%0.01%Q2 2014Q3 202338
OLD NATIONAL BANCORP /IN/ 3160.01%0.26%0.53%Q1 2014Q3 202337
EisnerAmper Wealth Management Corporate Benefits, LLC 37370.22%1.76%3.16%Q4 2014Q4 202337
FC Advisory LLC 36362.06%3.39%4.42%Q1 2015Q4 202336
BALASA DINVERNO & FOLTZ LLC 36366.52%11.61%15.85%Q4 2013Q3 202236
VALLEY NATIONAL ADVISERS INC 36360.02%0.05%0.15%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36362.50%5.08%6.70%Q4 2014Q3 202336
BTC Capital Management, Inc. 21150.18%0.21%0.26%Q3 2014Q3 202336
M&T BANK CORP 21150.00%0.01%0.03%Q3 2014Q3 202336
CAPITAL MANAGEMENT CORP /VA 1630.06%0.08%0.14%Q4 2013Q2 202336
Chicago Partners Investment Group LLC 36360.01%0.15%0.26%Q4 2014Q3 202336
VANGUARD GROUP INC 3420.00%0.00%0.01%Q2 2013Q3 202336
UBS Group AG 36360.04%0.06%0.07%Q4 2014Q3 202336
Argent Trust Co 36360.09%0.23%0.53%Q4 2014Q3 202336
RAYMOND JAMES TRUST N.A. 36360.04%0.05%0.07%Q4 2014Q3 202336
Evanson Asset Management, LLC 3510.04%0.07%0.12%Q4 2013Q3 202336
SEI INVESTMENTS CO 36360.03%0.17%0.30%Q4 2014Q3 202336
Cordasco Financial Network 35350.03%0.17%0.96%Q4 2013Q2 202235
Barrett Asset Management, LLC 35350.00%0.00%0.00%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.02%0.05%Q1 2015Q3 202335
NATIXIS ADVISORS, L.P. 3050.01%0.33%0.60%Q2 2013Q3 202335
ENTERPRISE FINANCIAL SERVICES CORP 3310.01%0.13%0.35%Q2 2013Q2 202235
FINANCIAL COUNSELORS INC 2810.01%0.02%0.04%Q1 2014Q3 202335
Morningstar Investment Services LLC 35350.01%0.22%0.52%Q2 2013Q4 202135
Acropolis Investment Management, LLC 35350.09%0.15%0.36%Q1 2015Q3 202335
Waverly Advisors, LLC 34340.05%0.39%0.62%Q2 2015Q3 202334
SIGNATUREFD, LLC 23110.00%0.01%0.02%Q1 2014Q3 202334
Baird Financial Group, Inc. 34340.02%0.04%0.09%Q2 2015Q3 202334
Summit Financial Strategies, Inc. 2045.46%9.20%11.60%Q4 2014Q3 202334
Sigma Planning Corp 34340.02%0.04%0.22%Q2 2015Q3 202334
BOKF, NA 2590.01%0.02%0.05%Q1 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.03%0.06%0.14%Q2 2015Q3 202334
KWMG, LLC 34340.22%0.93%1.41%Q2 2015Q3 202334
Granite Investment Advisors, LLC 34340.07%0.25%0.53%Q2 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.03%0.24%0.59%Q2 2015Q3 202334
SPC Financial, Inc. 1670.05%1.03%2.58%Q3 2013Q3 202333
SYNOVUS FINANCIAL CORP 2320.00%0.01%0.01%Q2 2013Q3 202333
Archford Capital Strategies, LLC 2220.00%0.50%0.99%Q1 2015Q3 202333
FORTE CAPITAL LLC /ADV 2020.04%1.32%5.18%Q3 2014Q3 202333
Advisory Services Network, LLC 2760.00%0.06%0.16%Q2 2015Q3 202333
IndexIQ Advisors LLC 33330.01%0.83%3.11%Q1 2014Q1 202233
SAGE FINANCIAL GROUP INC 3210.14%1.62%2.10%Q4 2013Q3 202333
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
WRAPMANAGER INC 32320.25%0.34%0.47%Q4 2015Q3 202332
COMMERCE BANK 3110.00%0.02%0.04%Q2 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.03%0.08%Q1 2016Q4 202332
Cetera Investment Advisers 32320.05%0.31%0.77%Q4 2015Q3 202332
Corrigan Financial, Inc. 32322.90%5.69%8.60%Q4 2015Q3 202332
Capital Analysts, LLC 22100.00%0.04%0.26%Q2 2015Q3 202332
OPPENHEIMER & CO INC 1960.01%0.03%0.08%Q2 2013Q3 202332
Cohen Klingenstein LLC 31310.06%0.96%3.64%Q1 2016Q3 202331
Opus Capital Group, LLC 31310.21%0.52%1.21%Q1 2016Q3 202331
CUTLER INVESTMENT COUNSEL LLC 31310.04%0.14%0.51%Q1 2016Q3 202331
CWM, LLC 2380.00%0.08%0.20%Q4 2015Q3 202331
McNamara Financial Services, Inc. 31310.14%0.22%0.30%Q1 2016Q3 202331
Gemmer Asset Management LLC 31310.00%0.01%0.03%Q3 2014Q1 202231
NorthRock Partners, LLC 31310.03%0.07%0.14%Q1 2016Q3 202331
Simmons Bank 31310.17%0.24%0.34%Q1 2016Q3 202331
SOL Capital Management CO 2920.05%0.08%0.12%Q1 2015Q3 202331
Tower Research Capital LLC (TRC) 2110.00%0.10%1.22%Q4 2013Q3 202331
IFP Advisors, Inc 17140.01%0.07%0.16%Q4 2015Q3 202331
Frontier Wealth Management LLC 31310.01%0.24%0.72%Q4 2014Q2 202231
Geneos Wealth Management Inc. 31310.00%0.02%0.06%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.02%0.02%Q1 2016Q3 202331
DUBUQUE BANK & TRUST CO 1630.00%0.42%1.19%Q1 2014Q3 202331
Jackson, Grant Investment Advisers, Inc. 2470.07%0.10%0.15%Q4 2015Q3 202331
REILLY FINANCIAL ADVISORS, LLC 2330.00%0.01%0.02%Q2 2013Q4 202130
First Allied Advisory Services, Inc. 30300.04%0.12%0.37%Q2 2013Q3 202030
MOTCO 18120.00%0.00%0.00%Q4 2013Q4 202230
Clearwater Capital Advisors, LLC 30300.04%0.15%0.47%Q2 2016Q3 202330
BUCKINGHAM STRATEGIC WEALTH, LLC 30300.02%0.08%0.22%Q2 2016Q3 202330
Family Firm, Inc. 2910.10%0.20%0.28%Q2 2015Q3 202330
TOMPKINS FINANCIAL CORP 20100.00%0.01%0.01%Q2 2016Q4 202330
LifePlan Financial Group, Inc 30301.68%1.94%2.34%Q2 2013Q3 202030
B. Riley Wealth Advisors, Inc. 1510.01%0.17%0.38%Q2 2013Q3 202330
Carnegie Capital Asset Management, LLC 2720.02%0.05%0.08%Q1 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.03%0.19%Q4 2013Q4 202029
People's United Financial, Inc. 17120.00%0.02%0.04%Q2 2013Q1 202229
Cornerstone Wealth Management, LLC 2510.26%0.66%2.08%Q1 2016Q3 202329
Ausdal Financial Partners, Inc. 1610.08%0.20%0.36%Q4 2015Q3 202329
Modera Wealth Management, LLC 29290.05%0.11%0.25%Q3 2016Q3 202329
SVA Wealth Management, LLC 29290.53%1.05%3.31%Q4 2013Q4 202029
DEUTSCHE BANK AG\ 2360.00%0.00%0.04%Q3 2013Q3 202329
Brinker Capital Investments, LLC 2720.00%0.01%0.02%Q2 2013Q1 202229
Probity Advisors, Inc. 1820.61%0.82%1.29%Q2 2016Q3 202328
FIRST UNITED BANK & TRUST 28280.26%0.51%0.82%Q4 2016Q3 202328
Cassaday & Co Inc. 28280.03%0.23%2.30%Q1 2015Q4 202128
Plante Moran Financial Advisors, LLC 2710.01%0.41%0.90%Q4 2013Q3 202328
IHT Wealth Management, LLC 28280.01%0.11%0.22%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.07%0.12%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
MATHER GROUP, LLC. 28282.79%4.20%7.46%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.11%0.87%1.83%Q4 2016Q3 202328
Jentner Corp 282813.11%19.27%25.26%Q4 2016Q3 202328
JANE STREET GROUP, LLC 910.00%0.02%0.11%Q3 2014Q3 202328
SIMON QUICK ADVISORS, LLC 28280.14%0.55%0.98%Q4 2016Q3 202328
Financial Architects, Inc 1940.02%0.04%0.09%Q2 2014Q4 202128
Parallel Advisors, LLC 28280.00%0.04%0.09%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.26%0.62%1.96%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.12%0.33%2.44%Q4 2016Q3 202328
REGIONS FINANCIAL CORP 1610.00%0.00%0.01%Q4 2013Q3 202327
Caprock Group, LLC 2610.04%0.18%1.11%Q4 2015Q3 202327
Global Retirement Partners, LLC 2070.02%0.04%0.06%Q4 2016Q3 202327
FIRST MANHATTAN CO. LLC. 27270.00%0.00%0.00%Q1 2017Q3 202327
Oakworth Capital, Inc. 27270.02%0.05%0.11%Q4 2013Q2 202027
MONETA GROUP INVESTMENT ADVISORS LLC 2610.08%0.81%1.34%Q1 2015Q3 202327
LAZARD ASSET MANAGEMENT LLC 1890.00%0.00%0.00%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.12%0.31%Q2 2013Q4 201927
Krilogy Financial LLC 27270.01%0.05%0.11%Q3 2016Q1 202327
Moisand Fitzgerald Tamayo, LLC 2520.02%0.09%0.12%Q4 2015Q3 202327
SIGNET FINANCIAL MANAGEMENT, LLC 1890.07%0.36%0.52%Q4 2016Q3 202327
Community Bank, N.A. 27270.00%0.00%0.02%Q4 2015Q2 202227
Ironwood Financial, llc 2340.00%0.01%0.02%Q4 2014Q3 202127
Bishop & Co Investment Management, LLC 27270.22%4.87%6.77%Q1 2017Q3 202327
Smithfield Trust Co 1150.00%0.01%0.05%Q2 2016Q3 202326
Asset Planning Services, Ltd. 1970.08%0.13%0.20%Q2 2015Q4 202126
PINNACLE FINANCIAL PARTNERS INC 26260.15%0.38%0.63%Q2 2017Q3 202326
Parsec Financial Management, Inc. 26260.02%0.15%0.31%Q4 2016Q1 202326
SRS Capital Advisors, Inc. 1070.01%0.38%1.20%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.01%0.01%0.02%Q2 2013Q3 201926
JOHNSON INVESTMENT COUNSEL INC 26260.01%0.01%0.02%Q2 2017Q3 202326
GAMBLE JONES INVESTMENT COUNSEL 26260.02%0.04%0.07%Q3 2016Q4 202226
RKL Wealth Management LLC 26260.06%0.08%0.16%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.14%0.28%0.57%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.00%0.05%0.18%Q2 2017Q3 202326
Betterment LLC 25250.00%0.01%0.01%Q3 2017Q3 202325
Kingsview Wealth Management, LLC 1060.02%0.12%0.37%Q1 2017Q3 202325
Whitegate Investment Counselors, Inc. 910.05%0.20%0.62%Q1 2014Q3 202325
Mosaic Family Wealth, LLC 25251.74%5.20%6.83%Q4 2015Q4 202125
Norway Savings Bank 25250.02%0.06%0.10%Q4 2016Q4 202225
AE Wealth Management LLC 25250.03%0.15%0.64%Q3 2017Q3 202325
TIAA, FSB 25250.12%0.28%0.43%Q2 2017Q2 202325
Voya Financial Advisors, Inc. 25250.04%0.09%0.17%Q1 2015Q1 202125
STEPHENS INC /AR/ 2230.03%0.16%0.32%Q2 2013Q3 202325
NEXT Financial Group, Inc 1410.01%0.09%0.35%Q3 2014Q4 202125
SMITHBRIDGE ASSET MANAGEMENT INC/DE 25250.16%0.33%0.62%Q3 2017Q3 202325
FDx Advisors, Inc. 1220.01%0.01%0.03%Q4 2015Q3 202325
Carmichael Hill & Associates, Inc. 24240.16%0.26%0.38%Q4 2017Q3 202324
GREENLEAF TRUST 2220.00%0.01%0.05%Q2 2017Q2 202324
SEGALL BRYANT & HAMILL, LLC 2040.00%0.00%0.01%Q4 2016Q2 202324
AdvisorNet Financial, Inc 24240.01%0.03%0.09%Q4 2017Q3 202324
Regal Investment Advisors LLC 1010.02%0.05%0.09%Q2 2013Q3 202324
QS Investors, LLC 24240.18%0.39%0.71%Q3 2015Q2 202124
CENTAURUS FINANCIAL, INC. 24240.02%0.13%0.26%Q4 2017Q3 202324
NewEdge Advisors, LLC 2310.01%0.17%0.28%Q2 2017Q3 202324
Towerpoint Wealth, LLC 24242.84%4.87%6.13%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.14%0.24%0.29%Q4 2015Q3 202124
SILVERCREST ASSET MANAGEMENT GROUP LLC 1440.00%0.00%0.00%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.09%0.11%0.13%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24246.31%8.07%9.36%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.02%0.08%0.72%Q4 2017Q3 202324
Brickley Wealth Management 24243.16%4.04%5.66%Q4 2017Q3 202324
Keel Point, LLC 2220.03%0.18%0.93%Q4 2016Q3 202324
McIlrath & Eck, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Wells Trecaso Financial Group, LLC 24240.33%0.78%1.42%Q4 2017Q3 202324
Bernicke Wealth Management, Ltd. 23230.38%0.75%1.66%Q4 2014Q2 202023
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.01%0.03%0.06%Q2 2013Q2 202123
MGO ONE SEVEN LLC 2120.02%0.30%0.69%Q4 2017Q3 202323
Royal Fund Management, LLC 23230.00%0.32%0.61%Q1 2018Q3 202323
Tower View Wealth Management LLC 2122.24%2.71%3.70%Q4 2017Q3 202323
Valeo Financial Advisors, LLC 1940.01%0.02%0.07%Q3 2017Q3 202323
BDO Wealth Advisors, LLC 2210.01%0.02%0.03%Q2 2017Q2 202323
Jacobi Capital Management LLC 1060.00%0.02%0.08%Q3 2017Q3 202323
Wealthcare Advisory Partners LLC 23230.02%0.04%0.06%Q1 2018Q3 202323
CIBC Private Wealth Group, LLC 13100.00%0.02%0.08%Q4 2017Q3 202323
GRIMES & COMPANY, INC. 23230.12%0.15%0.18%Q1 2018Q3 202323
EDMOND DE ROTHSCHILD HOLDING S.A. 23230.00%0.00%0.01%Q1 2017Q3 202223
BANK OF HAWAII 23230.02%0.04%0.06%Q1 2018Q3 202323
HL FINANCIAL SERVICES LLC 1850.01%0.10%0.30%Q2 2013Q1 201923
Aveo Capital Partners, LLC 1110.07%0.17%0.66%Q3 2017Q3 202323
Segment Wealth Management, LLC 1410.03%0.04%0.06%Q2 2017Q3 202323
Alexandria Capital, LLC 730.01%0.22%1.03%Q4 2014Q3 202123
Gradient Investments LLC 1310.00%0.00%0.01%Q4 2014Q3 202323
Front Row Advisors LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
PLANNING DIRECTIONS INC 1480.27%0.51%0.74%Q1 2018Q3 202322
Murphy, Middleton, Hinkle & Parker, Inc. 22220.18%0.22%0.28%Q2 2018Q3 202322
Johnson Financial Group, Inc. 1310.00%0.00%0.01%Q4 2014Q3 202222
Mutual Advisors, LLC 22220.02%0.05%0.09%Q2 2018Q3 202322
Hanson & Doremus Investment Management 2110.01%0.01%0.03%Q2 2015Q3 202322
CREDIT SUISSE AG/ 1230.00%0.00%0.01%Q1 2013Q2 201922
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
EP Wealth Advisors, LLC 1210.02%0.25%0.73%Q4 2013Q3 202321
Financial Advocates Investment Management 21210.08%0.12%0.45%Q4 2017Q4 202221
Diversified Trust Co 21210.03%0.05%0.07%Q4 2018Q4 202321
B. Riley Wealth Management, Inc. 940.01%0.48%1.16%Q1 2014Q2 202221
River Wealth Advisors LLC 1830.04%1.22%3.08%Q2 2018Q3 202321
Tradewinds Capital Management, LLC 2010.00%0.00%0.01%Q2 2017Q1 202321
Starfire Investment Advisers, Inc. 11101.20%1.34%1.56%Q1 2015Q2 202021
Private Ocean, LLC 1920.01%0.03%0.06%Q1 2018Q3 202321
Relaxing Retirement Coach 21210.47%1.00%2.38%Q2 2018Q2 202321
Pinnacle Bancorp, Inc. 2010.03%0.07%0.11%Q1 2017Q3 202321
FIRST INTERSTATE BANK 2010.46%0.67%0.89%Q3 2015Q1 202221
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q4 2014Q1 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.21%0.55%1.17%Q4 2018Q4 202321
Parkside Financial Bank & Trust 21210.04%0.06%0.09%Q3 2018Q3 202321
Members Trust Co 1420.64%0.79%0.96%Q2 2016Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.01%0.02%0.03%Q3 2016Q3 202321
Burleson & Company, LLC 21210.19%0.40%0.70%Q4 2017Q4 202221
Private Portfolio Partners LLC 20202.83%3.57%4.17%Q4 2018Q3 202320
SMITH, MOORE & CO. 1910.03%0.05%0.07%Q3 2018Q3 202320
Archer Investment Corp 20200.00%0.01%0.01%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.02%0.03%0.04%Q4 2015Q3 202020
Ledyard National Bank 20200.00%0.00%0.01%Q1 2014Q4 201820
MAI Capital Management 20200.01%0.01%0.02%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.10%0.49%Q4 2018Q3 202320
WEALTHSOURCE PARTNERS, LLC 20200.04%0.07%0.13%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.03%0.06%Q4 2017Q3 202220
Waldron Private Wealth LLC 20200.63%1.59%2.74%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.07%0.10%0.18%Q4 2018Q3 202320
Paradigm Financial Advisors, LLC 1810.05%1.02%4.00%Q1 2014Q4 202120
FAS Wealth Partners, Inc. 20200.08%0.31%0.46%Q4 2018Q3 202320
FRANKLIN RESOURCES INC 1460.00%0.00%0.02%Q3 2018Q3 202320
Meridian Wealth Management, LLC 1910.06%0.09%0.12%Q2 2018Q3 202320
BROWN BROTHERS HARRIMAN & CO 1280.00%0.00%0.00%Q2 2018Q3 202320
TPG Financial Advisors, LLC 20200.12%0.33%0.51%Q4 2018Q3 202320
Cornerstone Management, Inc. 20201.18%1.64%2.03%Q4 2018Q3 202320
Global Trust Asset Management, LLC 1640.08%1.01%1.50%Q4 2017Q3 202320
Savant Capital, LLC 1910.03%0.10%0.35%Q3 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.02%0.03%0.07%Q4 2017Q4 202220
Prospera Financial Services Inc 1910.02%0.04%0.08%Q2 2018Q3 202320
CITIZENS FINANCIAL GROUP INC/RI 1550.00%0.01%0.03%Q3 2017Q3 202320
FINANCIAL LIFE ADVISORS 1190.10%0.57%1.22%Q4 2017Q1 202320
Larson Financial Group LLC 20200.00%0.98%2.08%Q4 2018Q3 202320
F3Logic, LLC 20200.45%2.35%3.81%Q1 2018Q4 202220
Winthrop Advisory Group LLC 1820.03%0.18%0.58%Q4 2017Q2 202320
Rockefeller Capital Management L.P. 20200.02%0.07%0.22%Q4 2018Q3 202320
Freedom Investment Management, Inc. 20200.02%0.23%0.50%Q1 2013Q4 201720
Black Diamond Financial, LLC 20201.07%1.63%2.32%Q4 2018Q3 202320
Cerity Partners LLC 20200.01%0.03%0.04%Q4 2018Q3 202320
Pasadena Private Wealth, LLC 20202.86%4.11%8.71%Q4 2018Q3 202320
Compton Wealth Advisory Group, LLC 20200.32%0.78%1.46%Q4 2018Q3 202320
Total Wealth Planning, LLC 20202.12%2.60%3.16%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.06%0.17%0.31%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.30%0.60%0.93%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.10%0.25%0.36%Q4 2018Q3 202320
American Financial Advisors, LLC 20204.96%5.88%9.04%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.16%0.25%0.55%Q4 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20200.22%0.35%0.56%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1710.00%0.00%0.00%Q3 2014Q3 202320
Prestige Wealth Management Group LLC 1450.00%0.04%0.19%Q4 2018Q3 202319
Investors Research Corp 19190.02%0.03%0.06%Q1 2019Q3 202319
BLB&B Advisors, LLC 1110.02%0.16%0.44%Q2 2013Q3 202319
SII INVESTMENTS INC/WI 19190.06%0.17%0.52%Q2 2013Q4 201719
Ford Financial Group, LLC 1720.29%1.53%3.03%Q4 2017Q4 202219
Lenox Wealth Advisors, LLC 1810.02%0.02%0.03%Q4 2013Q1 202219
LexAurum Advisors, LLC 1630.14%0.31%0.46%Q4 2017Q3 202319
AllSquare Wealth Management LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
WINTRUST INVESTMENTS LLC 1090.03%0.20%0.48%Q2 2018Q1 202319
DAVENPORT & Co LLC 1810.00%0.01%0.01%Q3 2018Q3 202319
Private Capital Group, LLC 19190.56%1.75%2.14%Q4 2017Q2 202219
NICOLET ADVISORY SERVICES, LLC 19190.06%0.10%0.13%Q1 2019Q3 202319
Glenview Trust Co 1810.01%0.01%0.02%Q3 2018Q3 202319
COMERICA SECURITIES,INC. 19190.03%0.19%0.41%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 19190.16%0.28%0.59%Q1 2019Q3 202319
CX Institutional 19190.00%0.24%0.49%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.03%0.13%0.23%Q1 2019Q3 202319
TSFG, LLC 19190.06%0.12%0.21%Q1 2019Q3 202319
CUMBERLAND ADVISORS INC 1360.84%1.33%4.32%Q2 2017Q1 202219
Spearhead Capital Advisors, LLC 1541.04%3.48%4.54%Q4 2017Q3 202219
FLAGSHIP HARBOR ADVISORS, LLC 1210.02%0.04%0.09%Q1 2017Q3 202319
Redhawk Wealth Advisors, Inc. 19190.78%1.22%1.96%Q3 2018Q1 202319
Stratos Wealth Advisors, LLC 1540.03%0.29%1.45%Q4 2018Q3 202319
Kovitz Investment Group Partners, LLC 19190.01%0.04%0.09%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19190.02%0.05%0.13%Q1 2019Q3 202319
MYCIO WEALTH PARTNERS, LLC 1210.00%0.06%0.10%Q4 2013Q3 202319
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
BerganKDV Wealth Management, LLC 18180.00%0.00%0.01%Q4 2018Q1 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.90%1.00%1.21%Q1 2015Q2 201918
Commonwealth Equity Services, Inc 18180.08%0.13%0.22%Q2 2013Q3 201718
Evercore Wealth Management, LLC 1260.00%0.00%0.01%Q2 2013Q4 201718
EATON VANCE MANAGEMENT 1010.00%0.00%0.01%Q1 2015Q3 202218
Wealthstreet Investment Advisors, LLC 18180.07%0.23%0.39%Q4 2017Q1 202218
Atria Investments, Inc 1440.01%0.05%0.11%Q1 2019Q3 202318
Sullivan, Bruyette, Speros & Blaney, LLC 1170.01%0.05%0.09%Q2 2016Q1 202118
Simplicity Solutions, LLC 1310.02%0.19%0.52%Q4 2014Q1 202318
Crestwood Advisors Group, LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.06%0.09%0.16%Q2 2013Q3 201718
Gladstone Institutional Advisory LLC 1350.04%0.09%0.28%Q4 2018Q3 202318
Prime Capital Investment Advisors, LLC 1710.01%0.04%0.06%Q4 2018Q3 202318
Alaska Wealth Advisors 1620.03%0.05%0.07%Q1 2019Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.03%0.07%0.15%Q2 2013Q3 201718
Sargent Bickham Lagudis LLC 18180.01%0.01%0.02%Q3 2018Q4 202218
Tranquility Partners, LLC 18180.35%0.41%0.57%Q2 2019Q3 202318
Cable Hill Partners, LLC 18180.00%0.01%0.03%Q4 2014Q1 201918
BENJAMIN EDWARDS INC 18180.02%0.04%0.06%Q2 2019Q3 202318
Independence Advisors, LLC 18180.36%0.71%1.06%Q2 2016Q3 202018
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
TAP Consulting, LLC 1710.24%0.74%2.29%Q1 2019Q3 202318
PLANNING ALTERNATIVES LTD /ADV 1710.06%0.10%0.16%Q4 2013Q2 201818
Bell Rock Capital LLC 1310.08%0.96%14.71%Q4 2016Q3 202218
PRUDENTIAL FINANCIAL INC 18180.00%0.02%0.04%Q2 2019Q3 202318
ERn Financial, LLC 1620.14%0.26%0.63%Q4 2018Q3 202318
Strategic Investment Advisors / MI 18180.11%0.44%1.05%Q2 2019Q3 202318
WP Advisors, LLC 840.17%1.68%5.48%Q4 2017Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.10%0.14%0.18%Q2 2013Q3 201718
Csenge Advisory Group 1710.00%0.11%0.22%Q3 2018Q3 202318
Vantage Investment Advisors, LLC 17170.00%0.03%0.06%Q2 2014Q2 201817
Jacobsen Capital Management 1433.72%4.34%5.39%Q2 2019Q3 202317
Taylor Hoffman Wealth Management 980.11%0.16%0.20%Q4 2017Q1 202217
IFG Advisory, LLC 1510.03%0.05%0.12%Q1 2019Q3 202317
WealthShield Partners, LLC 980.00%0.08%0.28%Q4 2017Q3 202317
Patriot Financial Group Insurance Agency, LLC 1610.00%0.01%0.04%Q4 2016Q2 202217
McAdam, LLC 1430.02%0.47%1.03%Q1 2018Q3 202317
Glassman Wealth Services 17170.00%0.00%0.00%Q3 2018Q3 202217
Asset Dedication, LLC 750.00%0.04%0.09%Q4 2015Q3 202317
WFG Advisors, LP 17170.01%0.02%0.07%Q2 2013Q2 201717
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
VALLEY WEALTH MANAGERS, INC. 17170.03%0.15%0.22%Q3 2019Q3 202317
LMCG INVESTMENTS, LLC 1070.16%0.40%0.90%Q2 2013Q3 202317
Wolff Financial Management LLC 1011.67%3.42%4.28%Q4 2018Q3 202317
Carroll Financial Associates, Inc. 1610.00%0.01%0.04%Q4 2014Q4 202117
Reynders McVeigh Capital Management, LLC 17170.02%0.05%0.08%Q1 2019Q1 202317
Coe Capital Management, LLC 530.06%0.22%0.30%Q4 2015Q2 202117
Financial Advisors Network, Inc. 1610.72%0.85%1.05%Q1 2019Q3 202317
SUNTRUST BANKS INC 1510.00%0.01%0.02%Q2 2014Q3 201917
ROCKLAND TRUST CO 1410.01%0.02%0.02%Q4 2018Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.02%0.02%Q1 2018Q1 202217
Carl P. Sherr & Co., LLC 16160.36%0.51%0.63%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.21%0.31%0.36%Q2 2013Q1 201716
WEBSTER BANK, N. A. 1210.00%0.00%0.01%Q1 2017Q3 202316
1834 INVESTMENT ADVISORS CO 16160.00%0.02%0.04%Q4 2019Q3 202316
CIBC BANK USA 16160.05%0.07%0.08%Q1 2016Q4 201916
Equitable Holdings, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.03%0.07%Q4 2019Q3 202316
Fiera Capital Corp 16160.00%0.00%0.01%Q1 2017Q4 202016
PATHSTONE FAMILY OFFICE, LLC 810.00%0.11%0.36%Q1 2017Q3 202316
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q2 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.30%0.39%0.50%Q4 2019Q3 202316
ACG Wealth 1020.03%0.04%0.09%Q2 2018Q3 202216
Perigon Wealth Management, LLC 1410.04%0.07%0.12%Q3 2011Q3 202316
Winch Advisory Services, LLC 1210.00%0.59%2.61%Q1 2014Q2 202016
NORTHERN CAPITAL MANAGEMENT LLC 16160.34%0.88%1.40%Q1 2015Q4 201816
BARCLAYS PLC 1010.00%0.00%0.01%Q2 2014Q3 202316
Renaissance Technologies 520.00%0.00%0.01%Q1 2018Q3 202316
Sowell Financial Services LLC 710.03%0.38%5.14%Q4 2016Q1 202316
WealthPLAN Partners, LLC 810.00%0.10%0.18%Q2 2015Q4 202316
Lido Advisors, LLC 740.00%0.01%0.03%Q3 2018Q3 202316
Klingman & Associates, LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Sheaff Brock Investment Advisors, LLC 16160.04%0.06%0.09%Q4 2015Q3 201916
Truvestments Capital LLC 610.00%0.04%0.06%Q3 2018Q3 202316
Vectors Research Management, LLC 16160.15%0.54%0.87%Q3 2018Q2 202216
WealthOne, LLC 1210.08%0.18%0.34%Q4 2018Q2 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.00%0.05%0.07%Q4 2018Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.02%Q2 2018Q3 202316
Western Wealth Management, LLC 810.04%0.15%0.20%Q4 2018Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16161.72%2.61%3.45%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16160.08%0.10%0.11%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.29%0.37%0.49%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.02%0.04%0.09%Q4 2019Q3 202316
S.A. Mason LLC 16160.23%0.28%0.35%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.03%0.03%0.04%Q4 2019Q3 202316
Key FInancial Inc 16160.17%0.34%0.73%Q4 2019Q3 202316
Fusion Capital, LLC 16160.26%0.39%0.70%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.12%0.18%0.29%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.08%0.15%0.25%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.15%0.24%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.05%0.16%1.44%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.13%1.04%1.57%Q4 2019Q3 202316
Performa Ltd (US), LLC 15151.81%2.51%3.66%Q1 2020Q3 202315
Capital Asset Advisory Services LLC 1230.00%0.14%0.84%Q4 2016Q3 202215
LEAVELL INVESTMENT MANAGEMENT, INC. 1410.01%0.06%0.14%Q2 2010Q3 202315
Linscomb & Williams, Inc. 15150.01%0.02%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.05%0.09%Q2 2016Q4 201915
PACIFIC SUN FINANCIAL CORP 610.28%0.37%0.48%Q1 2018Q2 202315
HC Advisors, LLC 1410.22%0.27%0.35%Q4 2019Q3 202315
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1410.00%0.06%0.06%Q2 2013Q4 202215
Plancorp, LLC 910.01%0.04%0.11%Q3 2018Q3 202315
Ellevest, Inc. 15150.00%0.03%0.06%Q1 2020Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.09%0.16%0.21%Q1 2017Q3 202015
Eudaimonia Partners, LLC 870.04%0.09%0.14%Q4 2019Q3 202315
FIFTH THIRD SECURITIES, INC. 610.19%0.41%0.71%Q4 2016Q3 202315
MSI Financial Services Inc 15150.17%0.47%0.88%Q2 2013Q4 201615
MidWestOne Financial Group, Inc. 1320.07%0.16%0.30%Q4 2019Q3 202315
LEE DANNER & BASS INC 15150.03%0.04%0.04%Q1 2020Q3 202315
Broadleaf Partners, LLC 15150.61%0.73%0.81%Q1 2018Q3 202115
Edmonds Duncan Registered Investment Advisors, LLC 15151.49%2.42%2.88%Q1 2020Q3 202315
BNP PARIBAS FINANCIAL MARKETS 15150.00%0.01%0.02%Q1 2020Q3 202315
Connecticut Wealth Management, LLC 1010.17%0.54%0.81%Q2 2019Q3 202315
Verdence Capital Advisors LLC 1320.06%0.25%0.63%Q3 2019Q3 202315
Financial Engines Advisors L.L.C. 15150.00%0.01%0.01%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Independence Bank of Kentucky 15150.01%0.09%0.14%Q1 2020Q3 202315
Brown Advisory Securities, LLC 15150.04%0.10%0.30%Q2 2018Q4 202115
Cornerstone Advisory, LLC 15150.09%0.18%0.33%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.08%0.13%0.19%Q1 2020Q3 202315
Curtis Advisory Group, LLC 1410.21%0.46%0.75%Q4 2019Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.07%0.35%Q2 2013Q2 202115
HIGH POINT BANK & TRUST CO 15150.93%1.29%1.82%Q2 2013Q4 201615
TFG Advisers LLC 1410.12%0.15%0.18%Q4 2019Q3 202315
Aptus Capital Advisors, LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
IFG Advisors, LLC 15150.20%0.22%0.26%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.01%0.02%Q4 2019Q3 202315
HNP Capital LLC 950.23%0.59%0.84%Q4 2018Q2 202214
JFS WEALTH ADVISORS, LLC 1310.00%0.01%0.01%Q3 2018Q3 202314
RFG Advisory, LLC 820.06%0.15%0.27%Q3 2017Q3 202314
Northwest Bancshares, Inc. 14140.13%0.28%0.43%Q2 2020Q3 202314
Corient Capital Partners, LLC 14140.08%0.14%0.18%Q3 2016Q4 201914
Summit Financial, LLC 14140.08%0.10%0.13%Q2 2020Q3 202314
AMG National Trust Bank 14140.01%0.02%0.02%Q2 2020Q3 202314
Apollon Wealth Management, LLC 14140.10%0.30%0.46%Q2 2020Q3 202314
Gray Wealth Management Inc. 14140.10%0.16%0.20%Q2 2020Q3 202314
MBM Wealth Consultants, LLC 14140.11%1.01%1.89%Q2 2020Q3 202314
Altium Wealth Management LLC 730.02%0.05%0.13%Q4 2017Q2 202214
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1310.02%0.05%0.09%Q3 2018Q3 202314
1776 Wealth LLC 14140.23%0.32%0.53%Q2 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 720.02%0.03%0.04%Q2 2013Q3 202314
Avantax Planning Partners, Inc. 910.01%0.15%0.31%Q1 2018Q3 202314
AdvicePeriod, LLC 1220.06%0.09%0.11%Q4 2017Q2 202114
Financial Gravity Asset Management, Inc. 510.00%0.01%0.03%Q3 2018Q3 202314
Costello Asset Management, INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Orion Portfolio Solutions, LLC 1130.00%0.01%0.03%Q4 2019Q3 202314
USAdvisors Wealth Management, LLC 14140.20%0.68%1.08%Q2 2020Q3 202314
Stonebridge Financial Planning Group, LLC 1130.22%0.36%0.71%Q4 2019Q3 202314
WEDBUSH SECURITIES INC 810.01%0.04%0.06%Q4 2019Q3 202314
Strategic Financial Services, Inc, 14140.02%0.02%0.03%Q2 2020Q3 202314
FIDUCIARY TRUST CO 910.00%0.00%0.01%Q2 2017Q2 202314
SENTINEL PENSION ADVISORS INC 1040.30%0.48%0.64%Q1 2020Q3 202314
Ackerman Capital Advisors, LLC 14140.91%1.13%1.34%Q2 2020Q3 202314
Continuum Advisory, LLC 1220.09%0.14%0.19%Q3 2017Q3 202314
SG Americas Securities, LLC 510.00%0.02%0.07%Q3 2013Q2 201814
One Capital Management, LLC 14140.02%0.11%0.25%Q1 2020Q2 202314
Clarus Wealth Advisors 630.06%0.49%1.17%Q2 2018Q2 202214
Northeast Financial Consultants Inc 14140.03%0.07%0.10%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14142.96%3.26%3.63%Q2 2020Q3 202314
PINNACLE ASSOCIATES LTD 14140.02%0.03%0.03%Q2 2020Q3 202314
Vigilant Capital Management, LLC 1110.00%0.01%0.01%Q4 2017Q2 202314
THOMPSON SIEGEL & WALMSLEY LLC 14140.00%0.00%0.00%Q3 2017Q4 202014
Kovack Advisors, Inc. 1220.03%0.06%0.18%Q1 2016Q3 202314
One Day In July LLC 14141.71%3.12%3.49%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.04%0.10%Q2 2013Q3 201614
Ziegler Capital Management, LLC 14140.02%0.06%0.08%Q2 2020Q3 202314
ATWOOD & PALMER INC 830.00%0.02%0.06%Q1 2014Q1 202214
Provident Wealth Management, LLC 14140.01%0.03%0.07%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
BCS Wealth Management 710.25%0.34%0.44%Q4 2019Q3 202314
Wealth Alliance 14140.08%0.12%0.14%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.05%0.08%0.11%Q2 2020Q3 202314
Private Advisory Group LLC 540.04%0.16%0.48%Q4 2018Q3 202314
Sound View Wealth Advisors Group, LLC 1010.03%0.06%0.08%Q4 2019Q3 202314
RAND WEALTH, LLC 14140.04%0.04%0.05%Q2 2013Q3 201614
Procyon Advisors, LLC 1130.04%0.07%0.10%Q4 2019Q3 202314
Financial Insights, Inc. 1310.22%0.49%0.78%Q1 2020Q3 202314
NWAM LLC 1210.02%0.03%0.05%Q3 2019Q3 202314
Zions Bancorporation 1210.10%0.13%0.20%Q1 2015Q3 201813
Domani Wealth, LLC 13130.06%0.10%0.15%Q1 2020Q1 202313
BALLAST ADVISORS LLC 13130.00%0.02%0.03%Q4 2019Q4 202213
Capital Wealth Alliance, LLC 13130.24%0.58%1.00%Q4 2019Q4 202213
Merriman Wealth Management, LLC 410.04%0.39%0.89%Q1 2014Q1 202113
Mine & Arao Wealth Creation & Management, LLC. 13130.00%0.00%0.01%Q1 2020Q1 202313
SIGMA INVESTMENT COUNSELORS INC 1210.02%0.03%0.05%Q2 2020Q3 202313
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q1 2015Q3 202313
COLDSTREAM CAPITAL MANAGEMENT INC 510.01%0.25%0.73%Q4 2018Q3 202313
Leelyn Smith, LLC 13130.00%0.01%0.02%Q4 2019Q4 202213
Kestra Advisory Services, LLC 13130.05%0.08%0.15%Q3 2020Q3 202313
Verus Financial Partners, Inc. 13130.03%0.06%0.08%Q3 2020Q3 202313
Invst, LLC 13132.53%3.17%3.96%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.14%0.20%0.28%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.22%0.30%0.38%Q3 2020Q3 202313
Aspire Private Capital, LLC 1110.00%0.00%0.01%Q2 2019Q3 202313
Lindbrook Capital, LLC 13130.00%0.07%0.19%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.03%0.09%0.18%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.02%0.06%Q3 2020Q3 202313
Wambolt & Associates, LLC 13130.24%0.47%0.77%Q3 2020Q3 202313
Selective Wealth Management, Inc. 13130.00%0.00%0.00%Q3 2019Q3 202213
Concert Wealth Management Inc. 1120.04%0.15%0.26%Q2 2013Q3 201613
CGN Advisors LLC 13130.13%0.39%0.84%Q4 2020Q4 202313
VSR Financial Services, Inc. 13130.06%0.10%0.13%Q2 2013Q2 201613
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 13130.06%0.08%0.10%Q4 2015Q4 201813
Versant Capital Management, Inc 1110.01%0.02%0.02%Q4 2018Q2 202313
Brookstone Capital Management 1210.01%0.33%0.89%Q3 2019Q3 202313
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2019Q3 202313
Investors Capital Advisory Services 13130.20%0.30%0.39%Q2 2013Q2 201613
Arete Wealth Advisors, LLC 940.05%0.08%0.12%Q2 2020Q3 202313
CAHILL FINANCIAL ADVISORS INC 1210.09%0.14%0.20%Q1 2014Q3 202313
Affiance Financial, LLC 13130.00%0.01%0.01%Q4 2019Q4 202213
STALEY CAPITAL ADVISERS INC 13130.01%0.02%0.02%Q4 2019Q4 202213
Kohmann Bosshard Financial Services, LLC 510.04%0.06%0.10%Q1 2017Q3 202313
J.W. COLE ADVISORS, INC. 810.06%0.10%0.20%Q4 2019Q3 202313
Merit Financial Group, LLC 710.04%0.13%0.32%Q4 2017Q3 202313
Guidant Wealth Advisors 13130.55%3.01%5.66%Q3 2016Q3 201913
WBH ADVISORY INC 1030.03%0.04%0.06%Q2 2020Q3 202313
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.01%0.32%0.49%Q1 2015Q3 201913
Wealthquest Corp 850.06%0.07%0.10%Q4 2018Q1 202213
Wealthspire Advisors, LLC 1210.01%0.10%0.22%Q1 2020Q3 202313
Sterling Financial Planning, Inc. 12120.47%0.95%1.10%Q4 2020Q3 202312
Fieldpoint Private Securities, LLC 750.00%0.03%0.05%Q4 2018Q2 202212
Orin Green Financial, LLC 12120.28%0.47%0.82%Q4 2020Q3 202312
CITY HOLDING CO 12120.09%0.16%0.20%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.64%0.88%1.02%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.44%1.02%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.00%0.12%0.17%Q2 2013Q1 201612
Prosperity Planning, Inc. 12121.30%1.45%1.65%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Zeit Capital LLC 12122.27%2.56%3.06%Q4 2020Q3 202312
PFG Advisors 750.07%0.15%0.19%Q2 2020Q3 202312
First Command Financial Services, Inc. 840.00%0.01%0.01%Q4 2017Q2 202312
COMERICA SECURITIES INC 1110.04%0.10%0.16%Q4 2014Q4 201812
COURIER CAPITAL LLC 12120.03%0.06%0.07%Q4 2020Q3 202312
First Command Bank 840.00%0.01%0.01%Q4 2017Q2 202312
Tradition Wealth Management, LLC 12120.10%0.13%0.17%Q4 2020Q3 202312
PARK AVENUE SECURITIES LLC 810.01%0.01%0.03%Q3 2019Q3 202312
Principle Wealth Partners LLC 12120.02%0.06%0.15%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.01%0.03%0.05%Q2 2018Q1 202112
Falcon Wealth Planning 12120.26%0.34%0.45%Q4 2020Q3 202312
Hemington Wealth Management 12120.12%0.19%0.22%Q4 2020Q3 202312
Neuberger Berman Group LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Accel Wealth Management 12120.58%0.89%1.14%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.05%0.17%0.35%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.03%0.05%0.08%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.05%0.09%0.15%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 12120.05%0.07%0.10%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.55%0.76%1.37%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.34%0.61%1.29%Q3 2020Q2 202312
DAVIS R M INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Parkside Advisors LLC 750.07%0.12%0.19%Q4 2018Q4 202112
West Oak Capital, LLC 12120.05%0.07%0.08%Q4 2020Q3 202312
US FINANCIAL ADVISORS, LLC 750.01%0.59%2.95%Q4 2014Q4 202112
RIVERSEDGE ADVISORS, LLC 930.23%0.74%1.11%Q2 2019Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.05%0.10%0.25%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.06%0.08%0.10%Q4 2019Q3 202212
McKinley Carter Wealth Services, Inc. 12120.22%0.37%0.85%Q4 2020Q3 202312
Resolute Advisors LLC 12120.02%0.07%0.28%Q4 2020Q3 202312
Arrow Investment Advisors, LLC 421.56%4.88%13.04%Q4 2013Q3 201812
Biltmore Capital Advisors LLC 12120.36%1.02%1.60%Q1 2019Q4 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.20%0.22%0.23%Q4 2018Q3 202112
Live Your Vision, LLC 1110.04%0.04%0.04%Q3 2015Q1 201912
Richard P Slaughter Associates Inc 12120.42%0.61%0.81%Q1 2021Q4 202312
Laurel Wealth Advisors, Inc. 1020.03%0.05%0.06%Q3 2018Q4 202212
Fullen Financial Group 12120.44%0.58%0.69%Q2 2020Q1 202312
StrategIQ Financial Group, LLC 12120.04%0.05%0.05%Q4 2020Q3 202312
Snowden Capital Advisors LLC 810.01%0.02%0.02%Q2 2019Q3 202312
Legacy Wealth Planning, LLC 12121.38%1.81%2.48%Q4 2019Q3 202212
Aaron Wealth Advisors LLC 12120.33%1.37%2.22%Q4 2020Q3 202312
St. Louis Trust Co 12120.14%0.17%0.21%Q4 2020Q3 202312
Petix & Botte Co 810.13%0.16%0.19%Q4 2019Q3 202312
Radnor Financial Advisors, LLC 121210.64%15.37%20.28%Q4 2019Q3 202212
Everhart Financial Group, Inc. 12120.93%1.48%2.19%Q4 2020Q3 202312
Advisors Capital Management, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
PATTON ALBERTSON MILLER GROUP, LLC 12120.05%0.11%0.14%Q2 2019Q1 202212
Insight Advisors, LLC/ PA 12120.33%0.56%0.81%Q4 2020Q3 202312
Center For Asset Management LLC 12120.75%0.87%1.03%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.11%0.43%0.83%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.05%0.14%0.25%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.24%0.31%0.41%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.49%0.69%1.08%Q4 2020Q3 202312
Rodgers & Associates, LTD 12122.47%3.19%3.85%Q4 2020Q3 202312
Veery Capital, LLC 12121.68%1.73%1.82%Q4 2020Q3 202312
XML Financial, LLC 1010.04%0.07%0.09%Q4 2019Q3 202211
Personal Capital Advisors Corp 1010.00%0.00%0.01%Q4 2019Q4 202211
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
JAMES INVESTMENT RESEARCH INC 11110.00%0.00%0.00%Q3 2013Q1 201611
Stonebridge Capital Advisors LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
MTC Wealth Management LLC 11110.00%1.26%1.50%Q1 2021Q3 202311
Belvedere Trading LLC 320.00%0.04%0.19%Q2 2021Q3 202311
Bison Wealth, LLC 11110.01%0.02%0.05%Q4 2019Q2 202211
CT Financial Advisors LLC 1010.62%0.69%0.95%Q1 2014Q1 201711
Covington Capital Management 11110.00%0.00%0.00%Q3 2017Q1 202011
Pegasus Partners Ltd. 11110.06%0.07%0.08%Q1 2021Q3 202311
GSB Wealth Management, LLC 11110.48%0.95%2.10%Q1 2021Q3 202311
Cascade Investment Advisors, Inc. 910.00%0.01%0.03%Q4 2016Q1 202311
ALERUS FINANCIAL NA 1010.03%0.09%0.11%Q2 2016Q1 201911
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.00%0.25%0.53%Q1 2019Q3 202111
Mokosak Advisory Group, LLC 410.08%0.13%0.16%Q3 2018Q1 202211
Belpointe Asset Management LLC 420.00%0.07%0.33%Q2 2019Q3 202311
STEPHENS GROUP ASSET MANAGEMENT, LLC 11111.51%1.64%1.94%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.07%0.08%0.10%Q1 2021Q3 202311
Qube Research & Technologies Ltd 410.00%0.03%0.11%Q4 2019Q3 202311
Bluesphere Advisors, LLC 830.15%0.39%0.68%Q4 2020Q3 202311
Keeler Thomas Management LLC 920.11%1.36%3.84%Q2 2020Q1 202311
BOSTON ADVISORS LLC 11110.01%0.02%0.04%Q2 2013Q4 201511
Lumature Wealth Partners, LLC 11110.09%0.15%0.38%Q4 2020Q2 202311
Certified Advisory Corp 1010.01%0.01%0.02%Q1 2018Q1 202111
McClarren Financial Advisors, Inc. 650.13%0.36%0.54%Q4 2020Q3 202311
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
Financial Planning & Information Services, Inc. 11110.10%0.90%1.42%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.04%0.05%0.05%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.36%0.42%0.46%Q4 2018Q2 202111
Cornerstone Wealth Advisors, Inc. 11112.01%2.86%4.06%Q1 2021Q3 202311
IBBOTSON ASSOCIATES INC 11110.39%2.63%4.21%Q2 2013Q4 201511
KENNICOTT CAPITAL MANAGEMENT LLC 11110.61%0.95%1.67%Q1 2021Q3 202311
Capital Advisors Wealth Management, LLC 11111.62%2.07%2.40%Q1 2021Q3 202311
Laidlaw Wealth Management LLC 710.11%0.33%0.63%Q4 2019Q2 202311
One Charles Private Wealth Services, LLC 1010.40%0.56%0.68%Q2 2020Q3 202311
SIMMONS FIRST TRUST CO NA 11110.29%0.92%1.88%Q2 2013Q4 201511
N.E.W. Advisory Services LLC 1010.05%0.09%0.14%Q4 2019Q3 202211
Concord Wealth Partners 740.00%0.02%0.02%Q4 2020Q3 202311
Noven Financial Group, Inc. 910.96%1.87%2.94%Q1 2014Q1 202011
USCA RIA LLC 520.02%0.02%0.02%Q2 2018Q2 202111
WEALTHCARE CAPITAL MANAGEMENT LLC 11110.00%0.01%0.02%Q2 2013Q4 201511
PECAUT & CO. 10100.01%0.01%0.01%Q2 2021Q3 202310
HSBC HOLDINGS PLC 640.00%0.02%0.04%Q2 2015Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
DIVIDEND ASSETS CAPITAL, LLC 910.00%0.00%0.01%Q4 2014Q2 202110
Global Financial Private Capital, Inc 550.11%0.16%0.26%Q3 2017Q2 202010
CONGRESS ASSET MANAGEMENT CO /MA 610.00%0.01%0.03%Q3 2018Q3 202310
Halpern Financial, Inc. 10100.00%0.02%0.04%Q2 2020Q3 202210
MARINO, STRAM & ASSOCIATES LLC 610.01%0.04%0.08%Q4 2017Q3 202310
Advocacy Wealth Management Services, LLC 510.00%0.41%2.61%Q2 2013Q3 202210
Parcion Private Wealth LLC 10100.03%1.83%4.67%Q2 2020Q3 202210
Southland Equity Partners LLC 10100.10%0.11%0.13%Q2 2021Q3 202310
Summit Trail Advisors, LLC 10100.03%0.13%0.24%Q2 2020Q3 202210
Balentine LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
PSI Advisors, LLC 910.01%0.04%0.09%Q4 2019Q3 202310
IAG Wealth Partners, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Professional Financial Advisors, LLC 10100.05%0.73%1.18%Q4 2020Q1 202310
Capital Square, LLC 10100.44%0.52%0.59%Q4 2019Q1 202210
Hudock, Inc. 10100.00%0.00%0.00%Q2 2013Q3 201510
WESPAC Advisors, LLC 520.16%0.43%0.96%Q3 2013Q2 202110
BAHL & GAYNOR INC 10100.00%0.00%0.01%Q4 2015Q1 201810
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.04%Q1 2021Q3 202310
PAX Financial Group, LLC 510.05%0.07%0.11%Q4 2019Q3 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FIRST FINANCIAL CORP /IN/ 910.00%0.06%0.20%Q2 2015Q3 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.02%Q2 2021Q3 202310
Pinnacle Summer Investments, Inc. 10100.02%0.23%0.51%Q3 2013Q4 201510
Huber Financial Advisors, LLC 10100.27%0.56%0.92%Q4 2017Q1 202010
Bogart Wealth, LLC 610.00%0.03%0.13%Q4 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.04%Q1 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.02%0.03%0.05%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.04%0.05%0.06%Q2 2013Q3 201510
Colonial Trust Advisors 640.01%0.04%0.07%Q4 2020Q3 202310
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 10100.00%0.00%0.01%Q2 2021Q3 202310
DFPG INVESTMENTS, LLC 420.05%0.14%0.22%Q1 2019Q3 202310
BOENNING & SCATTERGOOD, INC. 10100.05%0.09%0.12%Q3 2020Q4 202210
Berman Capital Advisors, LLC 540.00%0.02%0.03%Q4 2018Q3 20219
TRUEWEALTH LLC 990.00%0.00%0.00%Q2 2018Q2 20209
Capital Advisory Group Advisory Services, LLC 990.00%0.06%0.37%Q3 2019Q3 20219
EVERGREEN CAPITAL MANAGEMENT LLC 990.01%0.02%0.02%Q3 2021Q3 20239
American Money Management, LLC 990.08%0.10%0.13%Q3 2021Q3 20239
Gryphon Financial Partners LLC 990.10%0.18%0.29%Q3 2021Q3 20239
JOYN Advisors, Inc. 990.00%0.44%1.56%Q1 2018Q1 20209
INR ADVISORY SERVICES LLC 610.00%0.00%0.01%Q2 2013Q1 20179
First Capital Advisors Group, LLC. 990.25%0.40%0.69%Q4 2016Q4 20189
Dynamic Advisor Solutions LLC 810.02%0.03%0.06%Q3 2020Q3 20239
Permanens Capital L.P. 990.01%0.01%0.02%Q2 2019Q2 20219
CAPITAL WEALTH MANAGEMENT, LLC 610.22%0.74%1.92%Q4 2017Q4 20219
Eagle Bay Advisors LLC 630.01%0.02%0.02%Q2 2021Q3 20239
Tortoise Investment Management, LLC 810.00%0.00%0.01%Q2 2014Q3 20239
M Holdings Securities, Inc. 420.04%0.13%0.29%Q3 2014Q2 20239
MEEDER ASSET MANAGEMENT INC 810.00%0.00%0.00%Q4 2018Q3 20229
Eidelman Virant Capital 990.19%0.26%0.45%Q3 2020Q3 20229
Steigerwald, Gordon & Koch Inc. 990.03%0.05%0.07%Q1 2020Q1 20229
Kozak & Associates, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
FIRST AMERICAN TRUST, FSB 720.03%0.05%0.08%Q4 2020Q3 20239
Bellwether Advisors, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Mathes Company, Inc. 990.12%0.15%0.18%Q4 2013Q4 20159
BANCORPSOUTH INC 990.04%0.07%0.08%Q3 2015Q3 20179
Thomasville National Bank 410.05%0.06%0.09%Q4 2013Q4 20179
Tenret Co LLC 992.86%3.17%3.47%Q2 2021Q2 20239
Pinion Investment Advisors, LLC 630.42%0.52%0.62%Q1 2018Q4 20209
CHEMICAL BANK 990.02%0.03%0.03%Q4 2016Q4 20189
Independent Wealth Network Inc. 990.23%0.28%0.37%Q3 2021Q3 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.06%0.12%0.19%Q1 2021Q3 20239
Trust Co 990.13%0.18%0.26%Q3 2021Q3 20239
D. SCOTT NEAL, INC. 630.08%1.56%5.45%Q4 2015Q4 20209
SouthState Corp 990.00%0.00%0.01%Q3 2021Q3 20239
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.12%0.43%0.78%Q4 2017Q4 20199
Advisory Alpha, LLC 310.00%0.02%0.11%Q2 2018Q4 20219
Good Life Advisors, LLC 990.05%0.06%0.08%Q3 2021Q3 20239
TECTONIC ADVISORS LLC 990.00%0.01%0.01%Q4 2020Q4 20229
FOUNDERS FINANCIAL SECURITIES LLC 540.06%0.95%3.75%Q3 2016Q3 20239
Triton Wealth Management, PLLC 990.20%0.30%0.49%Q1 2020Q1 20229
TOWNSQUARE CAPITAL LLC 810.01%0.03%0.09%Q4 2019Q3 20239
QUEST CAPITAL MANAGEMENT INC /ADV 540.04%0.06%0.07%Q4 2018Q4 20219
Bromfield Sneider Wealth Advisors 999.20%11.74%15.51%Q4 2021Q4 20239
Vickerman Investment Advisors, Inc. 990.65%1.07%1.62%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.05%0.11%Q2 2013Q2 20159
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 810.00%0.00%0.01%Q1 2017Q4 20219
Cribstone Capital Management, LLC 630.00%0.00%0.00%Q2 2016Q1 20229
Abacus Planning Group, Inc. 810.07%0.09%0.12%Q4 2019Q1 20229
Crescent Grove Advisors, LLC 710.02%0.03%0.04%Q3 2020Q2 20239
Dentgroup LLC 991.54%2.00%2.85%Q4 2021Q4 20239
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2016Q3 20239
Perfromance Wealth Partners, LLC 881.51%1.77%1.96%Q4 2021Q3 20238
Marion Wealth Management 882.32%2.42%2.54%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 882.09%2.43%2.69%Q4 2021Q3 20238
Bell Bank 880.05%0.05%0.07%Q4 2021Q3 20238
MEANS INVESTMENT CO., INC. 710.03%0.05%0.06%Q3 2020Q2 20238
Heritage Trust Co 880.00%0.00%0.00%Q1 2017Q4 20188
City State Bank 880.02%0.03%0.04%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.06%0.06%0.07%Q4 2019Q3 20218
New Millennium Group LLC 883.99%4.85%6.04%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.22%1.05%1.35%Q4 2021Q3 20238
Aurora Private Wealth, Inc. 510.11%1.72%2.42%Q4 2019Q3 20228
Sand Hill Global Advisors, LLC 880.02%0.22%0.85%Q4 2021Q3 20238
ETFIDEA, LLC 884.35%4.65%5.14%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.35%1.61%3.14%Q4 2021Q3 20238
RS CRUM INC. 880.80%2.24%4.03%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.06%0.32%1.88%Q4 2021Q3 20238
Beaumont Capital Management, LLC 882.36%2.69%3.22%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 620.01%0.02%0.06%Q3 2021Q3 20238
Ameritas Advisory Services, LLC 880.07%0.11%0.18%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.02%0.02%Q3 2020Q2 20228
Axiom Advisory, LLC 883.72%4.49%4.78%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
Rehmann Capital Advisory Group 320.00%0.03%0.09%Q1 2012Q2 20198
Wedmont Private Capital 880.08%0.16%0.38%Q4 2021Q3 20238
Mascoma Wealth Management LLC 710.01%0.01%0.02%Q1 2021Q1 20238
Crestone Asset Management LLC 620.08%0.18%0.42%Q4 2015Q1 20208
Thrive Wealth Management, LLC 880.10%0.11%0.14%Q4 2021Q3 20238
FineMark National Bank & Trust 510.00%0.01%0.04%Q2 2013Q3 20178
Cresset Asset Management, LLC 880.02%0.07%0.19%Q4 2021Q3 20238
MCF Advisors LLC 310.00%0.28%1.16%Q4 2012Q3 20238
Topel & Distasi Wealth Management, LLC 880.41%0.58%0.64%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
PROFFITT & GOODSON INC 710.00%0.04%0.05%Q4 2018Q3 20238
EUDAIMONIA ADVISORS LLC 880.35%0.43%0.67%Q4 2021Q3 20238
FormulaFolio Investments, LLC 710.04%0.43%0.99%Q4 2015Q2 20218
Prostatis Group LLC 610.06%0.29%0.43%Q4 2019Q2 20238
Intergy Private Wealth, LLC 880.26%0.33%0.37%Q4 2021Q3 20238
Farmers & Merchants Trust Co of Chambersburg PA 530.00%0.01%0.06%Q4 2019Q3 20238
CPWM, LLC 620.03%0.08%0.10%Q3 2015Q3 20188
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.00%Q2 2013Q1 20158
ECLECTIC ASSOCIATES INC /ADV 880.34%0.78%1.41%Q4 2021Q3 20238
Wolf Group Capital Advisors 880.16%0.21%0.30%Q2 2014Q1 20168
BAIRD ROBERT W & CO INC /WI/ 880.03%0.04%0.04%Q2 2013Q1 20158
DRAVO BAY LLC 880.84%0.89%1.00%Q4 2021Q3 20238
American Trust 880.04%0.07%0.09%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.02%0.02%0.02%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.02%0.04%0.10%Q4 2021Q3 20238
Global Wealth Management Investment Advisory, Inc. 880.00%0.00%0.00%Q2 2019Q1 20218
NORTHEAST INVESTMENT MANAGEMENT 880.02%0.03%0.03%Q4 2021Q3 20238
MAS Advisors LLC 881.28%2.11%3.16%Q4 2021Q3 20238
Money Design Co.,Ltd. 410.00%0.07%0.35%Q3 2017Q2 20218
WARNER FINANCIAL, INC 881.34%1.57%1.76%Q4 2021Q3 20238
Polaris Wealth Advisory Group, LLC 420.00%0.11%0.37%Q2 2013Q3 20238
HB Wealth Management, LLC 880.05%0.07%0.08%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.16%0.25%0.48%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Fermata Advisors, LLC 710.22%1.20%1.80%Q3 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
UMB Bank, n.a. 880.02%0.03%0.03%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.10%0.95%2.19%Q4 2021Q3 20238
HUTCHENS INVESTMENT MANAGEMENT INC 880.00%0.29%0.36%Q1 2016Q4 20178
Timber Hill LLC 510.01%0.06%0.25%Q4 2013Q4 20178
Washington Trust Advisors, Inc. 880.03%0.09%0.11%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 881.78%2.39%4.29%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.92%1.05%1.27%Q4 2021Q3 20238
Quent Capital, LLC 880.14%0.36%0.53%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.27%0.31%0.42%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.00%0.01%0.03%Q4 2021Q3 20238
SFI Advisors, LLC 881.66%2.40%2.68%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.64%0.69%0.76%Q4 2021Q3 20238
Altavista Wealth Management, Inc. 880.09%0.12%0.15%Q1 2020Q4 20218
Sequoia Financial Advisors, LLC 620.01%0.25%0.55%Q4 2013Q1 20228
Realta Investment Advisors 420.00%0.01%0.03%Q1 2019Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.34%0.37%0.40%Q4 2021Q3 20238
First International Bank & Trust 880.25%0.28%0.35%Q4 2021Q3 20238
GOFEN & GLOSSBERG LLC /IL/ 710.01%0.01%0.02%Q4 2020Q4 20228
AIRE ADVISORS, LLC 880.24%0.42%0.54%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.01%0.07%0.20%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.12%0.17%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.34%0.40%0.56%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 610.00%0.12%0.24%Q1 2015Q3 20238
TAGStone Capital, Inc. 881.76%1.92%2.14%Q4 2021Q3 20238
Argent Advisors, Inc. 710.03%0.13%0.19%Q4 2019Q1 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CONFLUENCE INVESTMENT MANAGEMENT LLC 880.04%0.18%0.23%Q1 2015Q4 20168
Leeward Financial Partners, LLC 880.29%1.88%2.98%Q4 2021Q3 20238
Unconventional Investor, LLC 880.32%0.35%0.43%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 881.29%1.50%1.77%Q4 2021Q3 20238
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 530.10%0.32%0.61%Q3 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 520.01%0.07%0.14%Q4 2020Q4 20227
O'ROURKE & COMPANY, Inc 520.14%0.19%0.22%Q4 2021Q3 20237
FLOW TRADERS U.S. LLC 210.00%0.10%0.34%Q1 2014Q3 20217
ADVISOR PARTNERS LLC 770.04%0.06%0.06%Q4 2020Q2 20227
Allegis Investment Advisors, LLC 520.09%0.55%1.31%Q4 2015Q4 20177
Oak Harvest Investment Services 770.49%0.71%0.91%Q4 2020Q2 20227
Institute for Wealth Management, LLC. 610.03%0.06%0.08%Q4 2019Q1 20227
Clear Perspectives Financial Planning, LLC 770.01%0.10%0.18%Q4 2020Q2 20227
Blackston Financial Advisory Group, LLC 770.48%0.64%0.92%Q4 2021Q2 20237
Partnervest Advisory Services LLC 770.18%0.32%0.47%Q1 2019Q3 20207
MERITAGE PORTFOLIO MANAGEMENT 610.02%0.06%0.08%Q4 2020Q2 20237
Visionary Wealth Advisors 770.28%0.30%0.33%Q1 2022Q3 20237
SVB WEALTH LLC 520.00%0.01%0.02%Q4 2019Q3 20237
Rockbridge Investment Management, LCC 770.21%0.25%0.28%Q2 2020Q4 20217
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.00%0.34%0.86%Q2 2016Q1 20227
Laird Norton Wetherby Wealth Management, LLC 410.03%0.03%0.04%Q2 2015Q1 20197
AMERICAN NATIONAL BANK 520.00%0.00%0.01%Q4 2021Q3 20237
TOBIAS FINANCIAL ADVISORS, INC. 610.02%0.15%0.24%Q4 2019Q3 20237
Intellectus Partners, LLC 410.01%0.05%0.08%Q2 2018Q4 20217
Cardinal Strategic Wealth Guidance 770.03%0.04%0.06%Q1 2022Q3 20237
Mayfair Advisory Group, LLC 770.40%0.49%0.58%Q1 2022Q3 20237
RELIANCE TRUST CO 770.25%0.34%0.47%Q2 2013Q4 20147
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 430.05%0.07%0.09%Q1 2021Q3 20237
CLARK FINANCIAL SERVICES GROUP INC /BD 511.23%1.38%1.90%Q2 2020Q3 20227
NOVARE CAPITAL MANAGEMENT LLC 770.03%0.03%0.03%Q1 2022Q3 20237
Sterling Capital Management LLC 770.00%0.00%0.00%Q3 2014Q1 20167
Strategies Wealth Advisors, LLC 433.81%3.96%4.07%Q4 2021Q3 20237
Compass Ion Advisors, LLC 610.07%0.13%0.36%Q4 2020Q3 20237
SkyOak Wealth, LLC 610.17%1.50%1.93%Q4 2019Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
D'Orazio & Associates, Inc. 770.01%0.02%0.03%Q4 2018Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.08%0.42%0.94%Q2 2013Q4 20147
Firestone Capital Management 610.01%0.01%0.01%Q4 2019Q3 20217
TD Capital Management LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Placemark Investments, Inc. 770.02%0.02%0.03%Q2 2013Q4 20147
Vision Capital Management, Inc. 770.47%2.43%2.96%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.01%0.01%Q2 2019Q1 20217
Circle Wealth Management, LLC 770.05%0.17%0.46%Q1 2021Q3 20227
ORSER CAPITAL MANAGEMENT, LLC 520.20%0.52%0.88%Q3 2018Q1 20227
Ruggie Capital Group 610.00%0.00%0.00%Q1 2017Q4 20187
FULLER & THALER ASSET MANAGEMENT, INC. 210.00%0.00%0.00%Q4 2018Q3 20237
ADVANTAGE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.01%Q1 2015Q4 20177
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.02%0.03%Q4 2017Q3 20197
Financial Connections Group, Inc. 771.00%1.44%2.26%Q4 2021Q2 20237
NORTHSTAR WEALTH PARTNERS LLC 410.09%0.10%0.13%Q3 2018Q3 20207
Eagle Strategies LLC 520.06%0.14%0.27%Q4 2021Q3 20237
CFO4Life Group, LLC 410.09%0.14%0.46%Q3 2017Q2 20207
Von Berge Wealth Management Group, LLC 430.18%0.20%0.24%Q4 2021Q3 20237
Montecito Bank & Trust 520.02%0.10%0.12%Q1 2015Q4 20167
Rise Advisors, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
WealthPlan Investment Management, LLC 610.07%0.11%0.16%Q1 2022Q4 20237
Patten Group, Inc. 770.01%0.04%0.06%Q2 2017Q4 20187
Geneva Partners, LLC 770.16%0.34%0.40%Q2 2020Q4 20217
1832 Asset Management L.P. 770.06%0.08%0.09%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.02%0.04%0.06%Q1 2022Q3 20237
CALTON & ASSOCIATES, INC. 610.05%0.05%0.06%Q4 2017Q3 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
ROPES WEALTH ADVISORS LLC 430.00%0.20%1.14%Q2 2019Q3 20227
Trilogy Capital Inc. 430.01%0.55%1.93%Q1 2018Q2 20217
Atria Wealth Solutions, Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
DAGCO, INC. 770.16%0.29%0.43%Q4 2020Q2 20227
Investments & Financial Planning, LLC 430.34%0.42%0.50%Q4 2021Q3 20237
Investmark Advisory Group LLC 610.15%0.42%0.58%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.02%0.06%Q4 2017Q2 20227
Safeguard Financial, LLC 770.38%2.13%3.30%Q1 2022Q3 20237
Golden State Equity Partners 520.11%0.15%0.21%Q1 2021Q3 20237
HRT FINANCIAL LP 310.01%0.03%0.06%Q2 2021Q3 20237
Integrated Wealth Management 770.05%0.05%0.06%Q1 2015Q3 20167
Foresight Wealth Management, LLC 770.14%0.40%0.77%Q4 2018Q2 20207
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Athena Investment Management 770.30%0.33%0.40%Q1 2022Q3 20237
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.00%0.00%Q2 2014Q1 20227
55I, LLC 610.01%0.01%0.02%Q3 2020Q3 20227
GIRARD SECURITIES, INC. 770.21%0.24%0.27%Q4 2015Q2 20177
Personal Wealth Partners 430.05%0.08%0.11%Q2 2019Q3 20217
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
AlphaStar Capital Management, LLC 770.03%0.25%0.39%Q3 2020Q1 20227
Raleigh Capital Management Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Triumph Capital Management 770.01%0.11%0.14%Q1 2022Q3 20237
Providence Capital Advisors, LLC 770.03%0.04%0.05%Q3 2018Q1 20207
Harborview Advisors, LLC 770.35%0.52%0.66%Q1 2020Q3 20217
Strategic Equity Management 770.23%2.91%5.52%Q4 2020Q2 20227
Rossmore Private Capital 610.03%0.05%0.13%Q4 2017Q1 20227
HAZLETT, BURT & WATSON, INC. 770.03%0.04%0.04%Q1 2022Q3 20237
UBS AG 660.04%0.07%0.08%Q2 2013Q3 20146
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Pensionmark Financial Group, LLC 660.13%1.88%2.87%Q2 2022Q3 20236
Northstar Group, Inc. 220.10%0.12%0.15%Q3 2016Q2 20196
Quantitative Advantage, LLC 420.36%2.35%6.52%Q3 2013Q3 20186
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
CONCORD ASSET MANAGEMENT LLC 662.40%2.49%2.60%Q3 2013Q4 20146
Laird Norton Wetherby Trust Company, LLC 660.03%0.11%0.18%Q2 2022Q3 20236
Elite Wealth Management, Inc. 310.03%0.72%1.80%Q1 2013Q2 20156
WEST BANCORPORATION INC 420.01%0.01%0.01%Q2 2020Q3 20226
S. R. Schill & Associates 661.10%1.65%2.10%Q4 2014Q1 20166
Stifel Trust Company, N.A. 660.04%0.04%0.05%Q2 2013Q3 20146
Burt Wealth Advisors 660.04%0.05%0.05%Q2 2017Q3 20186
Camarda Financial Advisors, LLC 410.13%0.62%0.84%Q2 2013Q4 20156
MANAGED ACCOUNT SERVICES INC 660.08%0.08%0.09%Q2 2020Q3 20216
Wechter Feldman Wealth Management, Inc. 330.18%4.41%8.85%Q1 2018Q2 20216
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
SUTTON PLACE INVESTORS LLC 420.26%0.41%0.73%Q4 2021Q3 20236
Echo Wealth Management, LLC 660.26%0.31%0.34%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.03%0.04%0.04%Q4 2020Q1 20226
Compass Advisory Group LLC 660.12%0.13%0.15%Q2 2022Q3 20236
White Lighthouse Investment Management Inc. 660.09%0.12%0.16%Q3 2019Q4 20206
Barnett & Company, Inc. 660.01%0.01%0.01%Q1 2016Q2 20176
Angeles Investment Advisors, LLC 660.02%0.04%0.07%Q3 2020Q4 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
WealthTrust Fairport, LLC 330.00%0.01%0.01%Q2 2014Q3 20186
Addison Advisors LLC 510.01%0.01%0.02%Q4 2020Q2 20226
TWIN CAPITAL MANAGEMENT INC 660.37%0.41%0.46%Q2 2013Q3 20146
Sound Income Strategies, LLC 510.00%0.00%0.00%Q4 2021Q3 20236
Mechanics Bank Trust Department 660.05%0.19%0.25%Q2 2022Q3 20236
Laurel Wealth Planning LLC 660.05%0.06%0.09%Q3 2021Q4 20226
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
McAdams Wright Ragen, Inc. 660.05%0.06%0.07%Q2 2013Q3 20146
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.11%0.14%0.16%Q2 2018Q4 20206
Galvin, Gaustad & Stein, LLC 660.02%0.03%0.04%Q4 2020Q1 20226
Narwhal Capital Management 660.04%0.04%0.04%Q2 2022Q3 20236
RiverFront Investment Group, LLC 660.34%0.51%1.31%Q4 2008Q1 20106
STEPH & CO 660.08%0.26%0.39%Q2 2022Q3 20236
Morton Brown Family Wealth, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
GARRISON POINT ADVISORS, LLC 660.15%0.17%0.18%Q4 2020Q1 20226
BARNES PETTEY FINANCIAL ADVISORS, LLC 660.26%0.30%0.36%Q2 2022Q3 20236
SOUNDMARK WEALTH MANAGEMENT, LLC 660.16%0.21%0.29%Q4 2020Q1 20226
Main Management LLC 660.24%0.26%0.30%Q4 2021Q1 20236
WIPFLI FINANCIAL ADVISORS LLC, 510.01%0.74%2.75%Q4 2020Q3 20226
Sageworth Trust Co 410.00%0.05%0.08%Q4 2014Q1 20216
KMS FINANCIAL SERVICES, INC 660.10%0.15%0.21%Q2 2013Q3 20146
Stone Asset Management Inc. 660.44%0.66%0.84%Q4 2021Q1 20236
Southern Wealth Management, LLP 660.06%0.11%0.18%Q4 2019Q1 20216
NewSquare Capital LLC 410.00%0.00%0.00%Q1 2014Q3 20236
Capstone Triton Financial Group, LLC 660.56%0.87%2.03%Q4 2020Q1 20226
Stelac Advisory Services LLC 660.08%0.09%0.12%Q1 2020Q2 20216
Sather Financial Group Inc 660.03%0.04%0.04%Q3 2020Q4 20216
HANCOCK WHITNEY CORP 660.01%0.01%0.01%Q4 2020Q1 20226
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Baldwin Investment Management, LLC 660.05%0.06%0.07%Q4 2020Q1 20226
MV CAPITAL MANAGEMENT, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.02%0.11%0.17%Q2 2013Q3 20146
Doyle Wealth Management 310.00%0.01%0.02%Q4 2018Q1 20225
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.03%0.09%0.12%Q3 2022Q3 20235
Moloney Securities Asset Management, LLC 410.04%0.04%0.05%Q1 2021Q3 20235
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2013Q2 20165
Bowman & Co S.C. 550.26%0.30%0.33%Q3 2022Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Rosenberg Matthew Hamilton 320.00%0.00%0.00%Q4 2021Q1 20235
Apeiron RIA LLC 410.06%0.12%0.15%Q2 2022Q3 20235
Capital Directions Investment Advisors, LLC 410.00%0.03%0.04%Q3 2021Q4 20225
Horizon Investment Services, LLC 410.11%0.12%0.14%Q2 2021Q3 20225
Litman Gregory Wealth Management LLC 550.00%0.00%0.01%Q2 2018Q2 20195
Dorsey & Whitney Trust CO LLC 320.03%0.03%0.03%Q3 2019Q3 20235
Focused Wealth Management, Inc 410.00%0.01%0.02%Q3 2013Q3 20185
CoreCap Advisors, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Jackson Hole Capital Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
DEFINED WEALTH MANAGEMENT, LLC 550.35%0.39%0.54%Q4 2020Q4 20215
TI-TRUST, INC 320.19%0.22%0.26%Q4 2021Q3 20235
PACIFIC FINANCIAL GROUP INC 410.00%0.24%0.31%Q1 2019Q3 20205
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q2 20235
Derbend Asset Management 550.31%0.32%0.35%Q3 2022Q3 20235
Homrich & Berg 550.05%0.05%0.05%Q3 2020Q3 20215
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
PGIM Custom Harvest LLC 410.01%0.02%0.06%Q3 2021Q3 20235
Parisi Gray Wealth Management 550.00%0.00%0.00%Q1 2018Q1 20195
Element Wealth, LLC 550.03%0.03%0.04%Q3 2021Q3 20225
Argentus Capital Management, LLC 550.00%0.01%0.01%Q3 2015Q3 20165
SCOTIA CAPITAL INC. 550.00%0.00%0.00%Q4 2020Q4 20215
MPS Loria Financial Planners, LLC 410.05%0.07%0.09%Q2 2017Q1 20215
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
TCF National Bank 320.02%0.06%0.12%Q3 2019Q1 20215
FIRST FOUNDATION ADVISORS 550.02%0.02%0.02%Q1 2021Q1 20225
EPG Wealth Management LLC 320.01%0.01%0.01%Q4 2019Q3 20235
Agate Pass Investment Management, LLC 550.19%0.20%0.20%Q4 2022Q4 20235
BAILARD, INC. 550.01%0.01%0.01%Q4 2021Q4 20225
V Wealth Advisors LLC 410.00%0.19%0.39%Q2 2017Q4 20205
LIBERTY WEALTH MANAGEMENT LLC 310.01%0.03%0.06%Q2 2019Q2 20235
ADVISOR PARTNERS II, LLC 550.04%0.06%0.07%Q3 2022Q3 20235
NVWM, LLC 310.00%0.01%0.02%Q4 2017Q3 20225
WILLNER & HELLER, LLC 551.34%1.52%1.76%Q4 2021Q4 20225
MOTIVE WEALTH ADVISORS 550.19%0.49%0.77%Q2 2021Q2 20225
QCI ASSET MANAGEMENT INC/NY 320.00%0.00%0.00%Q4 2018Q1 20205
SFMG, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
Intrua Financial, LLC 550.06%0.09%0.11%Q1 2021Q1 20225
Stonehearth Capital Management, LLC 551.26%2.37%4.03%Q4 2014Q4 20155
Clearstead Trust, LLC 550.01%0.03%0.06%Q3 2022Q3 20235
DT Investment Partners, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
SVB Investment Services Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Graypoint LLC 550.04%0.04%0.05%Q3 2022Q3 20235
RFG HOLDINGS, INC. 553.66%4.77%6.67%Q4 2020Q4 20215
Moors & Cabot, Inc. 410.02%0.02%0.02%Q4 2020Q1 20225
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.05%Q4 2021Q3 20235
Roundview Capital LLC 550.02%0.03%0.03%Q4 2020Q4 20215
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.08%0.10%0.11%Q1 2018Q1 20195
BBVA USA Bancshares, Inc. 210.00%0.04%0.16%Q2 2013Q1 20215
HARVEST GROUP WEALTH MANAGEMENT, LLC 551.94%2.14%2.64%Q1 2022Q1 20235
Fusion Investment Group, LLC 410.01%0.06%0.11%Q4 2013Q2 20155
Gupta Wealth Management LLC 550.02%0.03%0.03%Q1 2015Q1 20165
Compass Financial Group, INC/SD 550.20%0.25%0.28%Q4 2022Q4 20235
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 550.90%1.17%1.33%Q3 2016Q3 20175
Trexquant Investment LP 310.01%0.03%0.05%Q1 2020Q4 20215
WBI INVESTMENTS, LLC 320.01%0.02%0.04%Q4 2014Q3 20165
Compagnie Lombard Odier SCmA 550.00%0.00%0.00%Q3 2021Q3 20225
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 550.56%0.95%1.47%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.02%0.03%0.06%Q4 2016Q4 20175
Chevy Chase Trust Holdings, LLC 310.00%0.00%0.00%Q4 2018Q2 20215
Advanced Asset Management Advisors Inc 552.65%3.08%3.74%Q4 2017Q4 20185
CHERRYDALE WEALTH MANAGEMENT, LLC 210.26%0.49%1.11%Q4 2021Q4 20235
PDS Planning, Inc 550.03%0.03%0.04%Q3 2022Q3 20235
Mariner Wealth Advisors-Cincinnati, LLC 550.01%0.02%0.02%Q3 2017Q3 20185
Blue Edge Capital, LLC 550.67%1.49%2.48%Q4 2013Q4 20145
Verity Asset Management, Inc. 410.47%1.16%2.15%Q1 2022Q3 20235
Richard Bernstein Advisors LLC 320.00%0.00%0.00%Q3 2016Q2 20185
BCGM Wealth Management, LLC 550.15%0.26%0.32%Q1 2021Q1 20225
Kistler-Tiffany Companies, LLC 550.02%0.05%0.07%Q2 2022Q2 20235
TRANSCEND CAPITAL ADVISORS, LLC 550.05%0.08%0.11%Q3 2022Q3 20235
REDW Wealth LLC 550.06%0.07%0.07%Q4 2020Q4 20215
LS Investment Advisors, LLC 410.00%0.00%0.01%Q2 2013Q1 20225
Worth Asset Management, LLC 320.00%0.01%0.01%Q1 2022Q2 20235
Hoover Financial Advisors, Inc. 550.00%0.03%0.05%Q2 2020Q2 20215
Global Wealth Strategies & Associates 550.01%0.01%0.02%Q4 2022Q4 20235
TITLEIST CAPITAL, LLC 550.20%0.24%0.28%Q4 2021Q4 20225
JANICZEK WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Farther Finance Advisors, LLC 440.01%0.03%0.05%Q4 2022Q3 20234
Wealth Quarterback LLC 220.03%0.03%0.04%Q4 2019Q3 20214
Horizon Investments, LLC 441.47%3.58%6.65%Q3 2016Q2 20174
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
USA FINANCIAL FORMULAS 440.19%0.21%0.23%Q1 2018Q4 20184
Maryland Capital Management 310.03%0.10%0.12%Q4 2013Q2 20214
Financial Alternatives, Inc 440.56%0.58%0.59%Q4 2022Q3 20234
ClearBridge Investments 440.00%0.00%0.00%Q3 2016Q2 20174
Whitaker-Myers Wealth Managers, LTD. 441.70%2.52%3.19%Q4 2022Q3 20234
BNC WEALTH MANAGEMENT, LLC 310.04%0.13%0.20%Q3 2020Q1 20224
True North Advisors, LLC 440.04%0.11%0.18%Q4 2021Q3 20224
BKS ADVISORS, LLC 441.55%1.60%1.68%Q3 2017Q2 20184
Capstone Financial Group, Inc. 440.15%0.42%0.55%Q4 2019Q3 20204
Milestone Investment Advisors LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Life Planning Partners, Inc 440.00%0.01%0.01%Q4 2021Q3 20224
Mill Creek Capital Advisors, LLC 441.65%1.71%1.76%Q4 2022Q3 20234
Essex Savings Bank 440.10%0.13%0.15%Q4 2018Q3 20194
AXXCESS WEALTH MANAGEMENT, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Paul John Balson 440.07%0.13%0.21%Q1 2020Q4 20204
Beacon Pointe Wealth Advisors, LLC 440.05%0.51%0.87%Q1 2019Q4 20194
Gibson Wealth Advisors LLC 440.02%0.02%0.03%Q4 2021Q3 20224
PRW Wealth Management LLC 220.08%0.75%1.97%Q4 2018Q1 20224
First Allied Asset Management, Inc. 440.48%0.56%0.60%Q2 2013Q1 20144
B. Riley Financial, Inc. 440.15%0.17%0.20%Q3 2017Q2 20184
CreativeOne Wealth, LLC 210.01%0.04%0.06%Q4 2020Q3 20234
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
GeoWealth Management, LLC 220.01%0.16%0.58%Q3 2020Q4 20214
ISLAY CAPITAL MANAGEMENT, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Systelligence, LLC 440.35%0.69%1.37%Q2 2020Q1 20214
Clarkston Capital Partners, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q4 2022Q3 20234
Stewardship Advisors, LLC 442.83%2.92%3.12%Q1 2022Q4 20224
Grove Bank & Trust 440.01%0.01%0.01%Q4 2022Q3 20234
Q3 Asset Management 311.00%6.18%8.55%Q1 2018Q1 20194
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Mach-1 Financial Group, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
Braver Wealth Management, LLC 440.24%0.28%0.35%Q1 2016Q4 20164
BSW Wealth Partners 440.28%0.28%0.30%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Salomon & Ludwin, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
SIENA CAPITAL LLC 440.28%0.31%0.35%Q4 2021Q3 20224
Edge Advisors, LLC 440.01%0.01%0.02%Q3 2017Q2 20184
Truepoint, Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Vawter Financial, Ltd. 448.42%8.74%9.34%Q4 2022Q3 20234
ETRADE Capital Management LLC 440.00%0.00%0.00%Q2 2013Q1 20144
WoodTrust Financial Corp 310.04%0.05%0.05%Q1 2022Q3 20234
MA Private Wealth 440.20%0.38%0.56%Q4 2018Q3 20194
Nalls Sherbakoff Group, LLC 310.63%0.71%0.95%Q4 2018Q3 20234
Moss Adams Wealth Advisors LLC 440.01%0.09%0.33%Q4 2022Q3 20234
My Legacy Advisors, LLC 440.10%0.15%0.23%Q1 2022Q4 20224
Strategic Wealth Partners, Ltd. 310.00%0.05%0.08%Q1 2018Q4 20224
CIBC WORLD MARKET INC. 440.00%0.00%0.00%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 444.96%5.13%5.27%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.03%0.06%0.10%Q4 2022Q3 20234
JMG Financial Group, Ltd. 210.01%0.03%0.06%Q4 2015Q3 20234
Golden State Wealth Management, LLC 310.02%0.03%0.03%Q1 2019Q1 20204
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 442.26%2.85%3.09%Q4 2022Q3 20234
REBALANCE, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Meridian Wealth Partners, LLC 440.01%0.01%0.02%Q2 2020Q1 20214
Leucadia National 440.00%0.01%0.01%Q4 2022Q3 20234
MY Wealth Management Inc. 442.92%3.56%5.15%Q4 2021Q3 20224
Pinnacle Financial Group, LLC / IL 440.50%0.55%0.58%Q4 2022Q3 20234
HOWE & RUSLING INC 310.00%0.01%0.01%Q4 2018Q3 20224
Corient Private Wealth LLC 440.42%0.47%0.57%Q4 2022Q3 20234
SAXON INTERESTS, INC. 310.11%0.15%0.18%Q4 2021Q2 20234
Essential Planning, LLC. 442.16%2.28%2.36%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 444.28%4.59%5.29%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Savior LLC 440.01%0.01%0.02%Q3 2020Q2 20214
Schechter Investment Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20234
Fee-Only Financial Planning, L.C. 445.38%5.40%5.43%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.03%0.03%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 441.32%1.92%2.26%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 440.00%0.00%0.01%Q1 2021Q4 20214
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.06%0.11%0.16%Q2 2022Q1 20234
Kades & Cheifetz LLC 441.08%1.11%1.14%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 210.03%0.04%0.05%Q4 2013Q2 20184
Retirement Investment Advisors, Inc. 441.06%1.33%1.50%Q4 2022Q3 20234
Total Clarity Wealth Management, Inc. 210.00%0.01%0.04%Q4 2019Q2 20224
Regal Wealth Group, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.01%0.02%Q2 2021Q1 20224
Garden State Investment Advisory Services LLC 440.12%0.13%0.16%Q4 2022Q3 20234
THOMPSON DAVIS & CO., INC. 440.15%0.18%0.19%Q4 2017Q3 20184
Kissinger Financial Services LLC 442.70%2.76%2.80%Q3 2016Q2 20174
ARGENT TRUST COMPANY, N.A. 440.53%0.68%0.86%Q2 2014Q1 20154
Syverson Strege & Co 440.00%0.00%0.01%Q2 2022Q1 20234
JDM Financial Group LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Mission Creek Capital Partners, Inc. 440.10%0.11%0.11%Q4 2022Q3 20234
Karpus Management, Inc. 440.18%0.35%0.67%Q2 2020Q1 20214
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 440.21%0.23%0.24%Q2 2020Q1 20214
LGL PARTNERS, LLC 440.05%0.10%0.16%Q4 2022Q3 20234
Better Money Decisions, LLC 310.06%0.08%0.10%Q1 2021Q2 20224
Register Financial Advisors LLC 440.05%0.06%0.07%Q4 2022Q3 20234
CVA Family Office, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Hefty Wealth Partners 440.01%0.04%0.05%Q4 2015Q3 20164
VitalStone Financial, LLC 440.03%0.04%0.07%Q4 2022Q3 20234
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q2 2014Q1 20154
Well Done, LLC 110.00%0.09%0.28%Q1 2018Q4 20224
Stearns Financial Services Group 310.00%0.00%0.01%Q3 2019Q3 20204
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
Houlihan Financial Resource Group, Ltd. 310.22%0.27%0.28%Q3 2022Q3 20234
TRUE Private Wealth Advisors 210.01%0.05%0.10%Q2 2018Q4 20194
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Davis Investment Partners, LLC 440.15%0.15%0.16%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.01%0.01%0.02%Q4 2021Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.07%0.11%Q4 2022Q3 20234
Financial Freedom, LLC 440.26%0.30%0.32%Q4 2022Q3 20234
Goodwin Investment Advisory 440.01%0.04%0.09%Q4 2022Q3 20234
Oxler Private Wealth LLC 210.00%0.03%0.09%Q4 2020Q3 20223
CLIFFORD SWAN INVESTMENT COUNSEL LLC 330.01%0.01%0.01%Q3 2020Q1 20213
ING GROEP NV 330.00%0.00%0.00%Q1 2023Q3 20233
M&R CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q2 2023Q4 20233
CHATHAM CAPITAL GROUP, INC. 330.10%0.11%0.11%Q2 2013Q4 20133
MONETARY MANAGEMENT GROUP INC 330.00%0.00%0.00%Q4 2021Q2 20223
FLPUTNAM INVESTMENT MANAGEMENT CO 210.01%0.01%0.01%Q2 2021Q3 20233
STEEL GROVE CAPITAL ADVISORS, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
ALPINE WOODS CAPITAL INVESTORS, LLC 330.09%0.10%0.10%Q2 2018Q4 20183
UNITED BANK 330.04%0.07%0.08%Q1 2023Q3 20233
FRONTIER INVESTMENT MGMT CO 330.01%0.01%0.01%Q2 2019Q4 20193
Aris Wealth Services, Inc. 330.06%0.09%0.13%Q1 2015Q3 20153
FORVIS Wealth Advisors, LLC 330.02%0.02%0.02%Q3 2019Q1 20203
EMORY UNIVERSITY 330.01%0.01%0.01%Q2 2011Q4 20113
HBK Sorce Advisory LLC 330.01%0.01%0.02%Q4 2022Q2 20233
MEITAV INVESTMENT HOUSE LTD 330.02%0.02%0.03%Q2 2019Q4 20193
OLD MISSION CAPITAL LLC 210.14%0.23%0.40%Q1 2021Q4 20213
Avidian Wealth Solutions, LLC 330.06%0.08%0.10%Q1 2023Q3 20233
ROCKY MOUNTAIN ADVISERS, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Perkins Coie Trust Co 330.02%0.02%0.02%Q2 2021Q4 20213
Wharton Business Group, LLC 330.02%0.02%0.03%Q4 2013Q2 20143
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
Gallagher Fiduciary Advisors, LLC 331.06%1.07%1.08%Q1 2023Q3 20233
Holloway Wealth Management, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Windsor Capital Management, LLC 330.01%0.02%0.02%Q2 2013Q4 20133
Column Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Wealth Planning, LLC 210.09%0.14%0.17%Q2 2019Q1 20203
Jolley Asset Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
High Falls Advisors, Inc 330.02%0.02%0.02%Q4 2015Q2 20163
Capital Investment Advisors, LLC 110.01%0.01%0.02%Q1 2022Q4 20233
Arbor Investment Advisors, LLC 110.04%0.04%0.05%Q4 2020Q4 20213
BIP Wealth, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
CWH Capital Management, Inc. 334.33%4.61%5.10%Q2 2020Q4 20203
Advisors Preferred, LLC 211.44%2.03%3.05%Q4 2013Q3 20163
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Bridgewater Advisors Inc. 330.23%0.25%0.27%Q4 2013Q2 20143
Strategic Capital Alternatives LLC 210.01%0.01%0.02%Q3 2014Q3 20153
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Stuart Chaussee & Associates, Inc. 330.00%0.01%0.02%Q2 2021Q4 20213
Gerber Kawasaki Wealth & Investment Management 330.02%0.03%0.04%Q1 2021Q3 20213
CWA Asset Management Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
WESPAC Advisors SoCal, LLC 210.00%0.01%0.02%Q2 2016Q1 20193
Capital One Investing, Inc. 330.06%0.06%0.07%Q1 2019Q3 20193
Bellwether Investment Group, LLC 210.02%0.02%0.03%Q2 2016Q1 20173
Strategic Wealth Partners Group, LLC 110.04%0.05%0.05%Q4 2019Q3 20213
CABANA LLC 110.00%3.84%9.99%Q4 2019Q4 20213
Armor Investment Advisors, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Faithward Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fusion Family Wealth LLC 210.01%0.01%0.01%Q1 2017Q1 20213
TFO Wealth Partners, LLC 210.00%0.01%0.02%Q3 2020Q1 20223
Founders Capital Management 330.00%0.00%0.00%Q3 2022Q1 20233
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q4 2017Q1 20193
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.07%0.08%0.09%Q4 2017Q3 20183
Wagner Wealth Management, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
Crewe Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Vigilare Wealth Management 330.13%0.14%0.14%Q2 2021Q4 20213
Resource Management, LLC 330.14%0.16%0.17%Q2 2021Q4 20213
Howard Capital Management Inc. 210.36%3.61%9.79%Q4 2017Q4 20193
Clearshares LLC 330.51%0.93%1.27%Q1 2018Q3 20183
Foundations Investment Advisors, LLC 110.01%2.76%8.25%Q2 2020Q3 20233
Strategic Wealth Management Group, LLC 330.33%0.34%0.35%Q4 2020Q2 20213
Oxinas Partners Wealth Management LLC 331.63%1.97%2.30%Q1 2021Q3 20213
Allred Capital Management, LLC 210.09%0.09%0.10%Q4 2019Q2 20213
Paradigm Financial Partners, LLC 330.11%0.12%0.14%Q2 2019Q4 20193
Strategic Blueprint, LLC 110.01%0.03%0.07%Q3 2019Q2 20213
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Y-Intercept (Hong Kong) Ltd 210.05%0.12%0.18%Q1 2021Q2 20233
Oldfather Financial Services, LLC 210.10%0.12%0.14%Q4 2022Q3 20233
OneAscent Financial Services LLC 210.28%0.33%0.36%Q2 2022Q3 20233
Legend Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Red Door Wealth Management, LLC 210.06%0.07%0.08%Q1 2020Q2 20213
tru Independence LLC 110.00%0.13%0.21%Q4 2019Q1 20213
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Apella Capital, LLC 330.02%0.02%0.02%Q2 2023Q4 20233
Perennial Investment Advisors, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
SteelPeak Wealth, LLC 210.01%0.01%0.02%Q4 2021Q3 20233
NWK Group, Inc. 330.02%0.02%0.02%Q2 2021Q4 20213
Engrave Wealth Partners LLC 210.00%0.46%0.71%Q2 2020Q1 20233
Spotlight Asset Group, Inc. 210.01%0.09%0.24%Q3 2020Q3 20233
Stevard, LLC 330.51%0.76%1.13%Q4 2019Q2 20203
Sage Mountain Advisors LLC 210.11%0.17%0.27%Q4 2021Q3 20233
HERITAGE WEALTH MANAGEMENT, LLC 330.00%0.01%0.02%Q1 2022Q3 20223
EWA, LLC 330.39%0.43%0.46%Q1 2023Q3 20233
GoalVest Advisory LLC 110.00%0.81%2.44%Q4 2020Q3 20233
Monterey Private Wealth, Inc. 330.19%0.24%0.26%Q1 2021Q3 20213
Sightline Wealth Advisors, LLC 330.21%0.22%0.22%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.24%0.27%0.29%Q4 2020Q2 20213
West Financial Advisors, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Destiny Wealth Partners, LLC 210.01%0.01%0.01%Q4 2020Q3 20213
Madison Wealth Partners, Inc 330.11%0.12%0.13%Q2 2021Q4 20213
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Coppell Advisory Solutions LLC 210.04%0.04%0.04%Q4 2022Q3 20233
Willis Johnson & Associates, Inc. 330.05%0.05%0.06%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
FourThought Financial, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.04%0.05%Q3 2022Q3 20233
Activest Wealth Management 110.00%0.00%0.01%Q2 2022Q3 20233
Revisor Wealth Management LLC 330.38%0.42%0.45%Q1 2023Q3 20233
SJS Investment Consulting Inc. 210.01%0.01%0.01%Q4 2021Q3 20223
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
KARLINSKI ANDREW C 330.05%0.06%0.07%Q1 2022Q3 20223
Greenspring Advisors, LLC 210.05%0.08%0.13%Q4 2021Q1 20233
Cape Investment Advisory, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
MGO Private Wealth, LLC 330.25%0.60%0.80%Q1 2023Q3 20233
Blue Investment Partners LLC 332.50%3.51%4.03%Q1 2023Q3 20233
REGIMEN WEALTH, LLC 330.23%0.24%0.25%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.30%0.32%0.34%Q4 2022Q3 20233
LGT Financial Advisors LLC 210.02%0.02%0.03%Q4 2022Q3 20233
TFB Advisors LLC 331.05%1.13%1.21%Q4 2022Q2 20233
Delta Financial Group, Inc. 210.07%0.08%0.09%Q4 2022Q3 20233
CIC Wealth, LLC 330.07%0.08%0.10%Q4 2022Q2 20233
Consolidated Portfolio Review Corp 330.31%0.35%0.39%Q1 2023Q3 20233
PFG Investments, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.03%0.04%0.05%Q1 2023Q3 20233
CHANNEL WEALTH LLC 330.13%0.16%0.21%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.52%0.53%0.53%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.22%0.23%0.24%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.37%0.48%0.58%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
1ST SOURCE BANK 210.02%0.02%0.02%Q2 2022Q1 20233
CALDWELL SUTTER CAPITAL, INC. 330.02%0.03%0.03%Q1 2023Q3 20233
OGOREK ANTHONY JOSEPH /NY/ /ADV 210.01%0.22%0.32%Q2 2018Q1 20213
RESOURCES MANAGEMENT CORP /CT/ /ADV 210.00%0.00%0.00%Q3 2018Q3 20193
FIRST HAWAIIAN BANK 210.01%0.02%0.03%Q1 2015Q1 20193
AFFINITY WEALTH MANAGEMENT LLC 336.36%6.67%6.87%Q3 2020Q1 20213
COUNTRY CLUB BANK /GFN 330.09%0.10%0.11%Q1 2023Q3 20233
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q3 2021Q1 20223
Lee Financial Group Hawaii, Inc. 331.13%1.22%1.28%Q1 2023Q3 20233
Fisher Asset Management, LLC 210.00%0.00%0.00%Q4 2017Q1 20223
FIRST MIDWEST BANK TRUST DIVISION 330.20%0.24%0.26%Q2 2021Q4 20213
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q1 2014Q4 20153
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 330.16%0.18%0.19%Q1 2023Q3 20233
CAPITAL ONE FINANCIAL CORP 330.04%0.04%0.04%Q1 2020Q3 20203
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q4 2020Q3 20233
NATIONAL INVESTMENT SERVICES INC /WI 330.47%0.63%0.73%Q2 2013Q4 20133
DOLIVER ADVISORS, LP 220.10%0.10%0.11%Q1 2019Q2 20192
Occidental Asset Management, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Lake Point Wealth Management 110.00%0.00%0.01%Q4 2018Q4 20192
SILVERLAKE WEALTH MANAGEMENT LLC 220.12%0.13%0.15%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 110.24%0.32%0.41%Q1 2019Q4 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Bleakley Financial Group, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
DecisionPoint Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
25 LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q4 20182
GRAND WEALTH MANAGEMENT, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Smart Portfolios, LLC 220.22%0.22%0.22%Q2 2021Q3 20212
Ameritas Investment Partners, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Gateway Advisory, LLC 220.10%0.13%0.16%Q4 2017Q1 20182
CNB Bank 110.00%0.00%0.01%Q4 2017Q3 20212
Powell Investment Advisors, LLC 220.09%0.09%0.09%Q4 2022Q1 20232
Bruderman Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Pacific Life Fund Advisors LLC 223.10%3.22%3.34%Q2 2023Q3 20232
IFC Holdings Incorporated/FL 220.01%0.01%0.02%Q3 2017Q4 20172
Farmers National Bank 220.02%0.04%0.05%Q1 2019Q2 20192
Sandy Cove Advisors, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Stillwater Capital Advisors, LLC 220.07%0.07%0.07%Q2 2014Q3 20142
SANDERS MORRIS HARRIS LLC 220.40%0.48%0.56%Q1 2016Q2 20162
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2022Q3 20232
HighTower Trust Company, N.A. 110.03%0.06%0.09%Q4 2014Q2 20222
StoneX Group Inc. 110.05%0.10%0.15%Q4 2020Q4 20212
JUNCTURE WEALTH STRATEGIES, LLC 220.62%0.67%0.72%Q3 2023Q4 20232
GENEVA CAPITAL MANAGEMENT LLC 110.05%0.06%0.06%Q4 2021Q4 20222
Northwest Capital Management Inc 220.03%0.03%0.03%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Constellation Wealth Advisors, LLC 220.03%0.08%0.12%Q3 2013Q4 20132
Key Client Fiduciary Advisors, LLC 220.13%0.19%0.26%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
QUALCOMM INC/DE 224.96%5.58%6.20%Q2 2013Q3 20132
Nemes Rush Group LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.02%Q4 2021Q1 20222
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ullmann Wealth Partners Group, LLC 220.01%0.01%0.01%Q1 2017Q2 20172
BROWN WEALTH MANAGEMENT, LLC 220.75%0.89%1.03%Q2 2023Q3 20232
TWO SIGMA SECURITIES, LLC 110.30%0.32%0.33%Q1 2015Q3 20172
First Heartland Consultants, Inc. 110.03%0.31%0.60%Q2 2013Q1 20152
RETIREMENT INCOME SOLUTIONS, INC 220.06%0.07%0.07%Q4 2021Q1 20222
BCR Wealth Strategies, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.21%0.34%0.48%Q2 2013Q3 20132
SWAN Capital LLC 119.01%9.49%9.96%Q1 2023Q3 20232
Old North State Trust, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
GIRARD PARTNERS LTD. 110.00%0.02%0.03%Q3 2018Q4 20202
Dakota Wealth Management 220.02%0.03%0.04%Q2 2022Q3 20222
Independent Advisor Alliance 110.04%0.06%0.08%Q1 2017Q4 20192
DWM Financial Group, Inc. 228.07%9.45%10.84%Q4 2019Q1 20202
Hoxton Planning & Management, LLC 220.17%0.17%0.17%Q4 2022Q1 20232
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Weaver Consulting Group 220.01%0.01%0.01%Q2 2020Q3 20202
McGuire Investment Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
WEST PACES ADVISORS INC. 220.02%0.02%0.02%Q3 2019Q4 20192
B&D White Capital Company, LLC 220.71%0.79%0.87%Q4 2020Q1 20212
AMUSSEN HUNSAKER ASSOCIATES LLC 220.05%0.05%0.05%Q3 2021Q4 20212
RGT Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Fortis Capital Advisors, LLC 221.77%1.89%2.02%Q2 2023Q3 20232
Lighthouse Financial Advisors, Inc. 220.82%0.83%0.84%Q4 2020Q1 20212
WMG Financial Advisors, LLC 220.15%0.16%0.18%Q4 2021Q1 20222
Valmark Advisers, Inc. 220.00%0.00%0.01%Q3 2022Q4 20222
Financial Gravity Companies, Inc. 110.02%0.03%0.04%Q4 2017Q4 20182
Dorsey Wright & Associates 223.18%6.48%9.79%Q4 2013Q1 20142
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q3 20132
Almanack Investment Partners, LLC. 220.12%0.13%0.14%Q3 2020Q4 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Ironsides Asset Advisors, LLC 220.10%0.10%0.11%Q2 2014Q3 20142
American Financial Network Advisory Services LLC 220.03%0.04%0.04%Q3 2017Q4 20172
Wealth Architects, LLC 220.15%0.16%0.16%Q3 2015Q4 20152
Motley Fool Wealth Management, LLC 110.02%0.03%0.04%Q2 2022Q4 20222
Stadion Money Management, LLC 220.08%0.08%0.08%Q4 2013Q1 20142
PERSONAL CFO SOLUTIONS, LLC 220.06%0.07%0.08%Q3 2019Q4 20192
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q2 20162
Cadence Bank 220.08%0.08%0.08%Q4 2017Q1 20182
Destination Wealth Management 220.00%0.00%0.00%Q3 2018Q4 20182
CKW FINANCIAL GROUP 220.01%0.02%0.04%Q1 2014Q2 20142
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Wealth Dimensions Group, Ltd. 220.13%0.13%0.14%Q2 2021Q3 20212
HWG Holdings LP 220.00%0.00%0.00%Q4 2020Q1 20212
Kalos Management, Inc. 110.00%0.13%0.26%Q4 2015Q4 20202
FIRST COMMUNITY TRUST NA 220.05%0.05%0.06%Q4 2021Q1 20222
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 221.26%1.33%1.39%Q4 2020Q1 20212
MBL Wealth, LLC 110.06%0.08%0.10%Q1 2021Q1 20222
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
LEO BROKERAGE, LLC 220.02%0.03%0.03%Q1 2023Q2 20232
FIRST HORIZON CORP 110.00%0.11%0.21%Q2 2013Q2 20212
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.04%Q2 2013Q3 20132
Phoenix Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q3 20232
Integer Wealth Advisors Group LLC 220.23%0.24%0.24%Q2 2020Q3 20202
Harvest Investment Services, LLC 220.08%0.09%0.09%Q2 2021Q3 20212
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
MinichMacGregor Wealth Management, LLC 110.01%0.41%0.81%Q4 2021Q4 20222
Hennion & Walsh Asset Management, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 220.04%0.06%0.08%Q3 2022Q4 20222
Claraphi Advisory Network, LLC 110.00%0.02%0.04%Q3 2019Q1 20202
Pflug Koory, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q4 2017Q2 20182
Jump Financial, LLC 220.06%0.07%0.08%Q4 2021Q1 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
DEARBORN PARTNERS LLC 220.03%0.03%0.03%Q3 2013Q4 20132
Planned Solutions, Inc. 220.08%0.08%0.08%Q3 2020Q4 20202
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Camelot Portfolios, LLC 110.54%0.62%0.71%Q4 2019Q2 20202
Forbes Financial Planning, Inc. 223.10%3.32%3.55%Q4 2021Q1 20222
TFC Financial Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Advisor Resource Council 110.03%0.04%0.05%Q4 2021Q2 20222
Brightworth 220.06%0.09%0.12%Q2 2022Q3 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
HORIZON BANCORP INC /IN/ 220.20%0.22%0.24%Q2 2023Q3 20232
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Grey Fox Wealth Advisors, LLC 220.00%0.03%0.06%Q4 2022Q1 20232
CENTRAL BANK & TRUST CO 220.01%0.01%0.01%Q2 2013Q3 20132
First Pacific Financial 220.06%0.06%0.06%Q2 2023Q3 20232
CERTUITY, LLC 110.02%0.03%0.04%Q1 2022Q1 20222
Estate Counselors, LLC 111.28%1.91%2.54%Q3 2022Q1 20232
Aspen Grove Capital, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
Financial Futures Ltd Liability Co. 220.59%2.38%4.17%Q4 2021Q1 20222
Carr Financial Group Corp 220.12%0.13%0.13%Q1 2023Q2 20232
REUTER JAMES WEALTH MANAGEMENT, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
Consilium Wealth Advisory, LLC 220.15%0.15%0.15%Q4 2021Q1 20222
Paladin Advisory Group, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Leisure Capital Management 110.59%0.59%0.59%Q4 2019Q4 20191
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.26%0.26%0.26%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Barber Financial Group, Inc. 110.10%0.10%0.10%Q3 2017Q3 20171
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FINANCIAL CONSULATE, INC 110.28%0.28%0.28%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.05%0.05%0.05%Q4 2023Q4 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Palo Capital, Inc. 110.07%0.07%0.07%Q2 2018Q2 20181
Global Index Advisors Inc 110.13%0.13%0.13%Q2 2014Q2 20141
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
LBA Wealth Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
SIGNET MANAGEMENT USA, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
ROVIN CAPITAL /UT/ /ADV 110.21%0.21%0.21%Q4 2019Q4 20191
STRINGER ASSET MANAGEMENT, LLC 113.98%3.98%3.98%Q4 2013Q4 20131
EFG Asset Management (Americas) Corp. 110.19%0.19%0.19%Q4 2014Q4 20141
Field & Main Bank 110.04%0.04%0.04%Q2 2023Q2 20231
Crosspoint Capital Strategies, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Riverview Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Thor Advisors, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
Miracle Mile Advisors, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Rather & Kittrell, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Winfield Associates, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
NORTH STAR ASSET MANAGEMENT INC 110.02%0.02%0.02%Q1 2022Q1 20221
LEGG MASON, INC. 110.11%0.11%0.11%Q3 2016Q3 20161
Addenda Capital Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MACROVIEW INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
VICUS CAPITAL 110.10%0.10%0.10%Q2 2021Q2 20211
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
Granite Investment Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
Vestcor Inc 110.24%0.24%0.24%Q1 2021Q1 20211
Pension Partners, LLC 1110.98%10.98%10.98%Q4 2013Q4 20131
Mader & Shannon Wealth Management, Inc. 110.17%0.17%0.17%Q3 2018Q3 20181
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q2 2022Q2 20221
Berkshire Money Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Price Wealth, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Gallagher Benefit Services, Inc. 112.52%2.52%2.52%Q4 2022Q4 20221
AVALON CAPITAL MANAGEMENT 112.77%2.77%2.77%Q2 2023Q2 20231
Gotham Asset Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
Bank of Kentucky, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Winchester Group Inc. 110.06%0.06%0.06%Q3 2013Q3 20131
FIRST FINANCIAL EQUITY CORPORATION 110.58%0.58%0.58%Q1 2017Q1 20171
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DRW Securities, LLC 110.14%0.14%0.14%Q2 2013Q2 20131
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
ASSET PLANNING CORPORATION 110.13%0.13%0.13%Q4 2020Q4 20201
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q1 2023Q1 20231
HC FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bronte Capital Management Pty Ltd. 113.80%3.80%3.80%Q2 2023Q2 20231
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EXCHANGE TRADED CONCEPTS, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
DROMS STRAUSS ADVISORS INC /MO/ /ADV 110.10%0.10%0.10%Q2 2021Q2 20211
AEGON USA Investment Management, LLC 110.92%0.92%0.92%Q2 2015Q2 20151
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
FundX Investment Group, LLC 110.30%0.30%0.30%Q1 2014Q1 20141
Apriem Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
Portfolio Strategies Inc 116.09%6.09%6.09%Q4 2013Q4 20131
XML SECURITIES, LLC 110.25%0.25%0.25%Q1 2018Q1 20181
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Investment Counsel, Inc 110.01%0.01%0.01%Q1 2019Q1 20191
INVESTMENT PARTNERS, LTD. 110.04%0.04%0.04%Q1 2015Q1 20151
Choate Investment Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Roof Eidam Maycock Peralta, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
First Washington CORP 110.01%0.01%0.01%Q3 2018Q3 20181
Rafferty Asset Management, LLC 111.52%1.52%1.52%Q2 2013Q2 20131
ZWJ INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q1 2021Q1 20211
Perimeter Capital Partners, LLC 1116.29%16.29%16.29%Q3 2014Q3 20141
Crow Point Partners, LLC 110.99%0.99%0.99%Q4 2019Q4 20191
SADOFF INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2022Q1 20221
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q4 2016Q4 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Regis Management CO LLC 110.09%0.09%0.09%Q4 2015Q4 20151
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.01%0.01%Q1 2017Q1 20171
CHAPIN DAVIS, INC. 110.10%0.10%0.10%Q2 2023Q2 20231
Independent Portfolio Consultants, Inc. 110.06%0.06%0.06%Q2 2017Q2 20171
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2019Q3 20191
Laffer Tengler Investments, Inc. 110.08%0.08%0.08%Q1 2021Q1 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.64%0.64%0.64%Q2 2013Q2 20131
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Sovereign Financial Group, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
RICE HALL JAMES & ASSOCIATES, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Interchange Capital Partners, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
CoreFirst Bank & Trust 110.04%0.04%0.04%Q4 2022Q4 20221
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Johnson Bixby & Associates, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
STABLEFORD CAPITAL II LLC 112.25%2.25%2.25%Q1 2023Q1 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
TCG Advisory Services, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
InterOcean Capital Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2021Q1 20211
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wescott Financial Advisory Group, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
J Arnold Wealth Management Co 110.18%0.18%0.18%Q4 2019Q4 20191
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wellspring Financial Advisors, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20161
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q1 2023Q1 20231
Consolidated Planning Corp 110.07%0.07%0.07%Q3 2021Q3 20211
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
THEORY FINANCIAL LLC 112.38%2.38%2.38%Q4 2021Q4 20211
MAGNOLIA CAPITAL ADVISORS LLC 111.24%1.24%1.24%Q2 2023Q2 20231
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
HOHIMER WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Lloyd Advisory Services, LLC. 111.68%1.68%1.68%Q3 2021Q3 20211
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Wealth Investment Group, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
PBMares Wealth Management LLC 110.26%0.26%0.26%Q4 2019Q4 20191
LWS Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
MWA Asset Management 110.35%0.35%0.35%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Congress Wealth Management LLC / DE / 110.16%0.16%0.16%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Marcum Wealth, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Clear Creek Financial Management, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
PNC Managed Account Solutions, Inc. 110.72%0.72%0.72%Q2 2021Q2 20211
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Enterprise Trust & Investment Co 110.02%0.02%0.02%Q2 2022Q2 20221
McAlister, Sweet & Associates, Inc. 110.20%0.20%0.20%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KMG FIDUCIARY PARTNERS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Inscription Capital, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
GYL FINANCIAL SYNERGIES, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
RESOLUTE FINANCIAL, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Obsidian Personal Planning Solutions LLC 110.36%0.36%0.36%Q2 2023Q2 20231
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Grandview Asset Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Legacy Capital Wealth Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CARL STUART INVESTMENT ADVISOR, INC 110.09%0.09%0.09%Q1 2022Q1 20221
IFS Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Apexium Financial, LP 110.33%0.33%0.33%Q4 2019Q4 20191
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Maltin Wealth Management, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Sage Financial Management Group, Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Cooper Financial Group 110.05%0.05%0.05%Q4 2020Q4 20201
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Insight Wealth Strategies, LLC 114.65%4.65%4.65%Q4 2018Q4 20181
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Rice Partnership, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q3 2020Q3 20201
SBK Financial, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Santori & Peters, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FirstPurpose Wealth LLC 110.14%0.14%0.14%Q4 2022Q4 20221
MATRIX ASSET ADVISORS INC/NY 110.06%0.06%0.06%Q2 2022Q2 20221
MPI INVESTMENT MANAGEMENT, INC. 110.43%0.43%0.43%Q4 2017Q4 20171
My Personal CFO, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Integrity Financial Corp /WA 110.01%0.01%0.01%Q4 2021Q4 20211
Retireful, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Family Wealth Counselors, L.L.C. 110.08%0.08%0.08%Q4 2021Q4 20211
GFS Private Wealth, LLC 112.38%2.38%2.38%Q4 2017Q4 20171
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Permit Capital Advisors, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.05%0.05%0.05%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ferris Capital, LLC 112.92%2.92%2.92%Q2 2021Q2 20211
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ERN LLC 110.66%0.66%0.66%Q2 2022Q2 20221
Oak Point Wealth Management 110.05%0.05%0.05%Q4 2017Q4 20171
Arjuna Capital 110.01%0.01%0.01%Q2 2021Q2 20211
Tradewinds, LLC. 110.25%0.25%0.25%Q4 2022Q4 20221
Wallace Advisory Group, LLC 110.72%0.72%0.72%Q4 2022Q4 20221
Sterling Investment Advisors, Ltd. 110.01%0.01%0.01%Q4 2019Q4 20191
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.42%0.42%0.42%Q2 2021Q2 20211
Plan Group Financial, LLC 110.60%0.60%0.60%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.04%0.04%0.04%Q4 2022Q4 20221
ACUTE INVESTMENT ADVISORY, LLC 111.01%1.01%1.01%Q4 2021Q4 20211
PagnatoKarp Partners LLC 111.04%1.04%1.04%Q4 2018Q4 20181
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
Symmetry Partners, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Greenline Partners, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Shepherd Financial Partners LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
O'Brien Wealth Partners LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Strategic Investment Solutions, Inc. /IL 110.08%0.08%0.08%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 113.91%3.91%3.91%Q2 2020Q2 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Catamount Wealth Management 110.00%0.00%0.00%Q4 2016Q4 20161
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Mendota Financial Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Ipsen Advisor Group LLC 110.42%0.42%0.42%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
RIVERBRIDGE PARTNERS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Integrated Advisors Network LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Proficio Capital Partners LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Sciencast Management LP 110.16%0.16%0.16%Q2 2017Q2 20171
Robbie L. Kennerson P.A., Inc. 112.08%2.08%2.08%Q4 2022Q4 20221
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.27%0.27%0.27%Q4 2015Q4 20151
Harfst & Associates, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
Hamilton Capital, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
SAWGRASS ASSET MANAGEMENT LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Pointe Capital Management LLC 111.22%1.22%1.22%Q4 2016Q4 20161
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
First Personal Financial Services 110.00%0.00%0.00%Q1 2023Q1 20231
BREITER CAPITAL MANAGEMENT INC 113.74%3.74%3.74%Q4 2019Q4 20191
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q4 2017Q4 20171
PARTHENON LLC 110.04%0.04%0.04%Q4 2020Q4 20201
TRUST CO OF OKLAHOMA 110.23%0.23%0.23%Q4 2017Q4 20171
National Wealth Management Group, LLC 110.93%0.93%0.93%Q4 2021Q4 20211
SHELTON CAPITAL MANAGEMENT 110.01%0.01%0.01%Q2 2020Q2 20201
ELEVATUS WELATH MANAGEMENT 1110.80%10.80%10.80%Q2 2023Q2 20231
Kure Advisory, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
KPP Advisory Services LLC 110.75%0.75%0.75%Q3 2023Q3 20231
Godshalk Welsh Capital Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Concorde Asset Management, LLC 110.53%0.53%0.53%Q3 2020Q3 20201
External links

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