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 2023119
Cutler Group LLC / CA 1220.00%0.00%0.02%Q4 2015Q3 202354
JANE STREET GROUP, LLC 2110.00%0.01%0.07%Q2 2014Q3 202352
HUNTINGTON NATIONAL BANK 3620.00%0.00%0.01%Q1 2010Q3 202351
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.09%Q2 2013Q3 202350
Zhang Financial LLC 47474.09%8.52%12.96%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.04%Q1 2012Q3 202346
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.01%Q4 2012Q3 202344
Capital Analysts, LLC 44440.00%0.26%0.87%Q4 2012Q3 202344
Joel Isaacson & Co., LLC 44440.10%0.17%0.34%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.06%0.29%0.58%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44440.02%0.44%1.28%Q4 2012Q3 202344
Goelzer Investment Management, Inc. 43430.05%0.19%0.39%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.13%0.28%Q2 2013Q3 202343
Efficient Advisors, LLC 42425.28%7.31%9.24%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%0.16%0.40%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.48%1.95%3.66%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.40%0.61%0.91%Q2 2013Q3 202342
GFS Advisors, LLC 42420.02%0.37%0.75%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.02%0.17%0.50%Q1 2013Q3 202342
SouthState Corp 42420.03%0.09%0.19%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.50%0.88%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.39%0.94%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.06%0.24%0.83%Q2 2013Q3 202342
Savant Capital, LLC 42420.65%1.43%2.11%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.00%0.27%0.62%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.09%0.34%0.85%Q2 2013Q3 202342
Creative Planning 42420.02%0.08%0.25%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.10%0.36%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.06%0.32%0.79%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.17%0.41%0.76%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.04%0.22%0.59%Q2 2013Q3 202342
Modera Wealth Management, LLC 42420.83%3.81%6.94%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.03%0.28%1.84%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.11%0.22%0.34%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.16%0.26%0.34%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.05%0.13%0.20%Q2 2013Q3 202342
QUEST INVESTMENT MANAGEMENT LLC 42420.81%1.30%1.75%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.19%0.25%0.34%Q2 2013Q3 202342
JNBA Financial Advisors 42420.01%0.02%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.18%0.29%Q2 2013Q3 202342
EXENCIAL WEALTH ADVISORS, LLC 3390.40%1.52%8.90%Q1 2013Q3 202342
Carlson Capital Management 42420.97%3.40%4.90%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.05%0.09%0.13%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.04%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.20%0.39%0.56%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.03%0.23%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.07%0.12%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.02%0.06%0.13%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.10%0.57%1.19%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.78%1.25%1.72%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.22%0.52%0.75%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.06%0.16%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.48%0.93%1.55%Q2 2013Q3 202342
Coastline Trust Co 42420.40%0.75%3.32%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.15%0.32%0.47%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.12%0.37%1.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.04%0.06%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.11%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.05%0.10%0.17%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.02%0.05%0.10%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.05%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.06%0.13%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.06%0.17%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.06%0.15%0.20%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.09%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.29%0.93%1.91%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.06%1.55%2.86%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.31%1.20%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.06%0.11%0.16%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42420.18%0.27%0.50%Q2 2013Q3 202342
HYMAN CHARLES D 42420.16%0.25%0.37%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 31100.00%0.01%0.02%Q3 2013Q4 202341
ASSOCIATED BANC-CORP 41410.02%0.03%0.06%Q3 2013Q3 202341
ASSETMARK, INC 41410.39%1.22%2.06%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.12%0.24%0.39%Q2 2013Q3 202341
Sandy Spring Bank 3830.00%0.01%0.03%Q2 2013Q3 202341
Cetera Advisors LLC 23180.05%0.11%0.35%Q2 2013Q3 202341
BRIGHTON JONES LLC 26150.07%0.19%0.25%Q2 2013Q3 202341
WMS Partners, LLC 3470.04%0.07%0.14%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.21%0.57%1.47%Q3 2013Q3 202341
NWAM LLC 41410.04%0.25%0.42%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.01%0.19%0.49%Q2 2013Q3 202341
Merriman Wealth Management, LLC 3740.23%3.79%13.40%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 3650.00%0.09%0.37%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.06%0.12%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 23180.03%0.14%0.30%Q2 2013Q3 202341
American Investment Services, Inc. 24171.25%1.79%2.74%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.04%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.20%0.54%Q4 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.04%0.12%0.22%Q2 2013Q3 202341
BROWN ADVISORY INC 3380.00%0.00%0.01%Q2 2013Q3 202341
PRIVATE TRUST CO NA 3370.02%0.07%0.18%Q1 2013Q3 202340
BAILARD, INC. 40400.04%0.76%1.60%Q4 2013Q3 202340
Private Ocean, LLC 40400.00%0.03%0.15%Q4 2013Q3 202340
BURNEY CO/ 3190.02%0.09%0.23%Q2 2013Q3 202340
Allworth Financial LP 3640.04%0.83%3.90%Q3 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40400.46%0.92%1.40%Q4 2013Q3 202340
Janney Montgomery Scott LLC 30100.01%0.08%0.24%Q3 2013Q3 202340
Wharton Business Group, LLC 3280.03%1.06%2.96%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.09%0.24%0.45%Q4 2013Q3 202340
COLONY GROUP LLC 40400.05%0.33%0.88%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40402.12%5.73%9.09%Q4 2013Q3 202340
Veritable, L.P. 40400.02%0.04%0.16%Q3 2013Q2 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.16%0.45%Q4 2013Q4 202340
LINCOLN NATIONAL CORP 40400.62%0.83%1.09%Q4 2013Q3 202340
Ifrah Financial Services, Inc. 29112.04%2.82%3.59%Q2 2013Q3 202340
COURIER CAPITAL LLC 40400.48%0.66%0.81%Q4 2013Q3 202340
OPPENHEIMER & CO INC 28120.01%0.06%0.28%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.04%0.06%0.09%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.88%1.67%2.85%Q4 2013Q3 202340
Avior Wealth Management, LLC 40401.02%1.91%3.61%Q4 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.01%0.14%0.92%Q4 2013Q3 202340
ARGI Investment Services, LLC 39390.45%1.08%1.50%Q2 2013Q4 202239
GAMBLE JONES INVESTMENT COUNSEL 39390.04%0.06%0.07%Q2 2013Q4 202239
Gibson Capital, LLC 39390.11%0.45%0.87%Q1 2014Q3 202339
JPMORGAN CHASE & CO 3450.00%0.00%0.03%Q2 2013Q3 202339
CHOREO, LLC 39390.07%3.06%8.38%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.02%0.08%0.18%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.04%0.06%Q1 2014Q3 202339
COMERICA BANK 3810.00%0.10%0.49%Q3 2013Q3 202339
Miracle Mile Advisors, LLC 38380.02%3.61%17.86%Q2 2014Q3 202338
NATIXIS ADVISORS, L.P. 3010.01%0.06%0.15%Q2 2013Q3 202338
PITTENGER & ANDERSON INC 38380.00%0.14%0.30%Q2 2014Q3 202338
RAYMOND JAMES TRUST N.A. 3620.06%0.10%0.24%Q2 2013Q3 202338
DOWLING & YAHNKE LLC 38380.10%0.28%0.43%Q2 2013Q3 202238
M&T BANK CORP 23150.00%0.01%0.04%Q1 2014Q3 202338
Garde Capital, Inc. 38380.49%1.15%2.40%Q2 2014Q3 202338
BOK Financial Private Wealth, Inc. 3260.01%0.04%0.08%Q2 2013Q3 202338
Checchi Capital Advisers, LLC 26120.02%0.30%1.30%Q1 2014Q3 202338
INTERACTIVE FINANCIAL ADVISORS, INC. 38380.00%0.03%0.10%Q3 2013Q4 202238
Citadel Advisors 1210.00%0.00%0.03%Q3 2015Q3 202338
SAGE FINANCIAL GROUP INC 3610.11%0.84%1.39%Q4 2013Q3 202337
Regal Investment Advisors LLC 1510.01%0.11%0.18%Q2 2013Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.03%0.21%0.96%Q2 2013Q2 202237
Bragg Financial Advisors, Inc 3610.05%1.40%2.20%Q2 2014Q3 202337
OLD NATIONAL BANCORP /IN/ 37370.02%0.32%0.51%Q3 2014Q3 202337
Financial Architects, Inc 2620.01%0.17%0.50%Q2 2013Q2 202337
TD Capital Management LLC 3250.01%0.85%7.96%Q1 2014Q3 202337
Diversified Portfolios, Inc. 36360.14%0.20%0.64%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.01%0.03%0.15%Q4 2014Q3 202336
People's United Financial, Inc. 36360.00%0.28%0.59%Q2 2013Q1 202236
INSPIRION WEALTH ADVISORS, LLC 36363.03%5.84%7.83%Q4 2014Q3 202336
Betterment LLC 36362.13%3.71%4.49%Q4 2014Q3 202336
Waverly Advisors, LLC 3420.01%0.44%0.82%Q4 2013Q3 202336
Community Bank, N.A. 36360.01%0.02%0.06%Q4 2014Q3 202336
VANGUARD GROUP INC 3210.00%0.00%0.00%Q1 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.44%3.95%7.86%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.30%1.11%2.30%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.09%0.30%0.47%Q4 2014Q3 202336
REGENTATLANTIC CAPITAL LLC 36360.01%0.04%0.07%Q4 2013Q3 202236
UBS Group AG 36360.05%0.07%0.12%Q4 2014Q3 202336
Wealth Architects, LLC 36363.68%6.32%9.13%Q4 2014Q3 202336
BTC Capital Management, Inc. 21150.16%0.20%0.22%Q3 2014Q3 202336
Sigma Planning Corp 36360.10%0.16%0.35%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.03%0.17%0.35%Q4 2014Q3 202336
Bartlett & Co. LLC 20160.00%0.12%0.32%Q4 2014Q4 202336
Argent Trust Co 35350.09%0.23%0.42%Q1 2015Q3 202335
GIRARD PARTNERS LTD. 35350.13%0.82%2.26%Q1 2015Q3 202335
Mariner, LLC 3410.04%0.24%0.38%Q2 2013Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.60%0.97%1.57%Q4 2014Q3 202335
Asset Management Group, Inc. 35350.71%3.93%5.23%Q1 2015Q3 202335
EisnerAmper Wealth Management Corporate Benefits, LLC 1550.10%0.24%0.67%Q4 2014Q4 202335
B. Riley Wealth Advisors, Inc. 3320.00%0.11%0.17%Q4 2014Q3 202335
Stratos Wealth Partners, LTD. 35350.02%0.05%0.14%Q1 2015Q3 202335
Manchester Capital Management LLC 3410.00%0.54%0.83%Q2 2013Q3 202335
Voya Financial Advisors, Inc. 35350.04%0.10%0.34%Q1 2015Q3 202335
MUFG Americas Holdings Corp 2960.00%0.19%0.54%Q2 2013Q3 202235
ASPIRIANT, LLC 2110.02%3.35%11.70%Q2 2013Q3 202334
Truepoint, Inc. 2050.02%0.09%0.24%Q3 2014Q3 202334
Kovack Advisors, Inc. 3130.06%0.12%0.24%Q4 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.03%0.23%0.69%Q2 2015Q3 202334
SIGNATUREFD, LLC 23110.00%0.01%0.07%Q4 2014Q3 202334
Baird Financial Group, Inc. 34340.02%0.04%0.06%Q2 2015Q3 202334
FDx Advisors, Inc. 34340.01%0.20%0.59%Q2 2015Q3 202334
JAG CAPITAL MANAGEMENT, LLC 2770.04%0.07%0.11%Q1 2015Q3 202334
MOGY JOEL R INVESTMENT COUNSEL INC 2830.01%0.26%0.36%Q2 2013Q3 202334
Focused Wealth Management, Inc 18160.00%0.03%0.17%Q3 2013Q1 202234
COMMERCE BANK 3220.00%0.02%0.03%Q1 2015Q3 202334
Hudock, Inc. 34340.01%0.03%0.07%Q2 2014Q3 202234
Advisory Services Network, LLC 2730.00%0.11%0.27%Q4 2014Q3 202334
Landmark Financial Advisors, LLC 3130.20%0.31%0.46%Q1 2015Q3 202334
Trust Co 34340.00%0.07%0.34%Q2 2015Q3 202334
BOKF, NA 2590.01%0.06%0.68%Q1 2015Q3 202334
KWMG, LLC 34340.22%0.87%1.38%Q2 2015Q3 202334
Cordasco Financial Network 34340.04%0.45%2.22%Q1 2014Q2 202234
JFS WEALTH ADVISORS, LLC 20130.00%0.01%0.04%Q2 2014Q3 202333
ALLIANCEBERNSTEIN L.P. 2710.00%0.00%0.01%Q1 2014Q3 202333
Versant Capital Management, Inc 33330.11%0.20%0.31%Q4 2015Q4 202333
Northeast Financial Consultants Inc 18150.11%0.76%2.00%Q2 2015Q3 202333
Simplicity Solutions, LLC 2730.04%0.51%3.16%Q4 2014Q3 202333
Archford Capital Strategies, LLC 2220.00%0.63%1.71%Q1 2015Q3 202333
PARSONS CAPITAL MANAGEMENT INC/RI 2580.00%0.07%0.10%Q2 2013Q3 202333
CULBERTSON A N & CO INC 33330.09%0.42%0.53%Q3 2015Q3 202333
Dynamic Advisor Solutions LLC 2840.05%0.08%0.15%Q2 2014Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
WRAPMANAGER INC 32320.22%0.32%0.46%Q4 2015Q3 202332
Clarius Group, LLC 32320.05%0.90%4.40%Q4 2015Q3 202332
Bishop & Co Investment Management, LLC 32320.82%6.34%9.54%Q4 2015Q3 202332
Corrigan Financial, Inc. 32320.47%0.70%0.89%Q4 2015Q3 202332
Advisors Capital Management, LLC 32320.03%0.14%0.67%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.29%0.50%0.92%Q4 2015Q3 202332
FIRST MANHATTAN CO. LLC. 32320.00%0.01%0.02%Q4 2015Q3 202332
Cetera Investment Advisers 32320.19%0.42%0.61%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.19%0.71%1.58%Q4 2015Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.13%0.29%0.51%Q4 2015Q3 202332
FAS Wealth Partners, Inc. 32320.08%0.27%0.52%Q4 2015Q3 202332
McNamara Financial Services, Inc. 31310.24%0.36%0.45%Q1 2016Q3 202331
Morningstar Investment Services LLC 31310.04%0.44%0.99%Q1 2016Q3 202331
Evercore Wealth Management, LLC 1360.00%0.00%0.01%Q2 2013Q3 202331
NorthRock Partners, LLC 31310.03%0.07%0.13%Q1 2016Q3 202331
CWM, LLC 2380.00%0.02%0.07%Q4 2015Q3 202331
Intercontinental Wealth Advisors, LLC 31310.23%0.50%1.09%Q4 2015Q2 202331
Jackson, Grant Investment Advisers, Inc. 2470.06%0.08%0.09%Q4 2015Q3 202331
CUTLER INVESTMENT COUNSEL LLC 31310.08%0.19%0.52%Q1 2016Q3 202331
Simmons Bank 31310.17%0.27%0.46%Q1 2016Q3 202331
BALASA DINVERNO & FOLTZ LLC 2740.03%0.05%0.09%Q3 2014Q3 202231
Asset Dedication, LLC 2650.12%0.33%0.64%Q4 2015Q3 202331
Carroll Financial Associates, Inc. 31310.00%0.00%0.01%Q2 2014Q4 202131
IFP Advisors, Inc 17140.08%0.15%0.22%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.06%0.12%Q1 2016Q3 202331
Whitegate Investment Counselors, Inc. 3010.50%1.19%2.74%Q1 2014Q3 202331
Integrated Investment Consultants, LLC 2380.08%0.23%0.47%Q4 2015Q3 202331
LifePlan Financial Group, Inc 30301.66%2.29%2.71%Q2 2013Q3 202030
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 30300.03%0.29%1.70%Q2 2016Q3 202330
Newman Dignan & Sheerar, Inc. 30300.04%0.58%6.04%Q2 2016Q3 202330
Baker Avenue Asset Management, LP 2640.00%0.10%0.19%Q3 2013Q3 202330
Roundview Capital LLC 30300.10%0.27%0.40%Q2 2016Q3 202330
Sheaff Brock Investment Advisors, LLC 30300.03%0.04%0.06%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.06%0.27%0.71%Q2 2013Q3 202030
Pure Financial Advisors, LLC 2280.03%0.44%1.23%Q4 2015Q4 202330
SVA Wealth Management, LLC 29290.10%0.56%2.33%Q4 2013Q4 202029
Symmetry Partners, LLC 29293.37%5.37%9.21%Q4 2016Q4 202329
Cornerstone Wealth Management, LLC 2510.62%1.19%3.55%Q1 2016Q3 202329
MAI Capital Management 29290.01%0.04%0.16%Q3 2016Q3 202329
E&G Advisors, LP 29290.48%1.15%1.78%Q3 2016Q3 202329
NEXT Financial Group, Inc 16130.01%0.26%0.62%Q3 2014Q4 202129
First Heartland Consultants, Inc. 29290.01%0.21%0.61%Q3 2016Q3 202329
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2810.04%0.53%1.13%Q2 2016Q3 202329
REGIONS FINANCIAL CORP 16130.00%0.00%0.01%Q2 2016Q3 202329
FIRST UNITED BANK & TRUST 28280.49%0.93%1.46%Q4 2016Q3 202328
Kistler-Tiffany Companies, LLC 1610.00%0.01%0.02%Q2 2015Q2 202328
Hanson & Doremus Investment Management 28280.01%0.15%0.77%Q3 2016Q2 202328
THOMPSON DAVIS & CO., INC. 2080.02%0.56%2.29%Q4 2013Q3 202328
FIDUCIARY TRUST CO 2530.00%0.01%0.03%Q2 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.05%0.22%0.68%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.05%0.95%Q1 2016Q4 202228
PINNACLE FINANCIAL PARTNERS INC 28280.04%0.13%0.38%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.11%0.30%Q4 2016Q3 202328
MISSION WEALTH MANAGEMENT, LP 1280.02%0.06%0.18%Q2 2015Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28281.06%4.03%9.82%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.00%0.05%0.11%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.03%0.22%0.51%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.32%0.95%2.36%Q2 2016Q3 202328
Reynders McVeigh Capital Management, LLC 2710.02%0.05%0.07%Q2 2013Q3 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.03%0.30%0.69%Q4 2016Q3 202328
Van Cleef Asset Management,Inc 28280.20%0.50%1.01%Q4 2016Q3 202328
Rathbones Group PLC 14140.00%0.01%0.01%Q3 2016Q3 202328
Plancorp, LLC 28280.09%0.18%0.36%Q4 2016Q3 202328
MATHER GROUP, LLC. 28282.32%4.49%5.96%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.02%0.20%0.30%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.12%0.35%2.43%Q4 2016Q3 202328
Perigon Wealth Management, LLC 2010.00%0.11%0.29%Q3 2011Q3 202328
Alpha Omega Wealth Management LLC 28280.00%0.19%0.58%Q4 2016Q3 202328
Jentner Corp 28280.31%0.69%1.28%Q4 2016Q3 202328
First Command Bank 27270.01%0.01%0.04%Q4 2016Q2 202327
APPLETON PARTNERS INC/MA 15120.03%0.03%0.07%Q1 2017Q4 202327
ORRSTOWN FINANCIAL SERVICES INC 27270.33%2.59%4.67%Q3 2013Q1 202027
VISTA CAPITAL PARTNERS, INC. 2520.04%0.07%0.14%Q3 2014Q3 202327
Family Firm, Inc. 1440.07%0.24%0.42%Q1 2016Q3 202327
First Command Financial Services, Inc. 27270.00%0.01%0.04%Q4 2016Q2 202327
Ironwood Financial, llc 2340.00%0.00%0.01%Q4 2014Q3 202127
Cassaday & Co Inc. 2610.01%0.16%2.20%Q4 2014Q4 202127
Nicholas Hoffman & Company, LLC. 2520.10%0.78%1.79%Q4 2016Q3 202327
LAZARD ASSET MANAGEMENT LLC 1890.00%0.00%0.01%Q4 2013Q3 202327
FormulaFolio Investments, LLC 27270.02%0.20%1.31%Q4 2014Q2 202127
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 27270.06%0.37%0.71%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.02%0.06%0.11%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.70%1.04%1.42%Q2 2015Q4 202127
Oakworth Capital, Inc. 27270.01%0.04%0.07%Q4 2013Q2 202027
ARS Wealth Advisors, LLC 2520.80%2.49%5.80%Q4 2013Q2 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.10%0.21%0.29%Q2 2013Q4 201927
DEUTSCHE BANK AG\ 1730.00%0.00%0.02%Q3 2013Q3 202326
UMB Bank, n.a. 26260.01%0.07%0.11%Q2 2017Q3 202326
Millburn Ridgefield Corp 26260.00%0.01%0.07%Q4 2016Q1 202326
Fortis Advisors, LLC 26260.06%1.59%4.35%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.04%0.08%0.17%Q2 2017Q3 202326
NORTHSTAR ASSET MANAGEMENT Co LLC 2150.08%0.29%0.62%Q2 2013Q2 202026
MONETA GROUP INVESTMENT ADVISORS LLC 26260.08%0.58%0.93%Q2 2017Q3 202326
Atria Investments, Inc 1410.04%0.10%0.21%Q4 2016Q3 202326
Institute for Wealth Management, LLC. 1310.03%0.35%2.81%Q3 2013Q3 202326
Tower Research Capital LLC (TRC) 1010.00%0.16%1.14%Q3 2013Q3 202326
SRS Capital Advisors, Inc. 1070.01%0.56%1.90%Q4 2016Q3 202326
Winslow, Evans & Crocker, Inc. 26260.03%0.06%0.18%Q3 2014Q4 202026
Glassman Wealth Services 26260.03%0.05%0.11%Q2 2017Q3 202326
WP Advisors, LLC 26260.16%0.60%1.22%Q2 2017Q3 202326
StrategIQ Financial Group, LLC 1240.03%0.10%0.27%Q2 2016Q3 202326
Bangor Savings Bank 26260.16%0.38%0.72%Q2 2017Q3 202326
Jacobi Capital Management LLC 2510.00%0.05%0.13%Q3 2016Q3 202326
Aveo Capital Partners, LLC 1410.08%0.20%0.29%Q4 2016Q3 202326
THOMPSON SIEGEL & WALMSLEY LLC 2510.00%0.25%0.60%Q4 2016Q3 202326
WESBANCO BANK INC 1210.01%0.05%0.09%Q3 2015Q3 202326
Cornerstone Advisory, LLC 26260.26%1.68%4.06%Q2 2017Q3 202326
Parallax Volatility Advisers, L.P. 2010.00%0.00%0.01%Q2 2014Q3 201926
MML INVESTORS SERVICES, LLC 26260.21%0.35%0.65%Q2 2017Q3 202326
STEPHENS INC /AR/ 2230.11%0.57%0.87%Q2 2013Q3 202325
NewEdge Advisors, LLC 2410.02%0.15%0.29%Q2 2017Q3 202325
STALEY CAPITAL ADVISERS INC 25250.02%0.03%0.06%Q3 2017Q3 202325
CULLEN/FROST BANKERS, INC. 1910.01%0.02%0.03%Q1 2017Q3 202325
TIAA, FSB 25250.20%0.37%0.56%Q2 2017Q2 202325
First PREMIER Bank 25250.04%0.06%0.09%Q3 2017Q3 202325
Grove Bank & Trust 25250.12%0.40%0.66%Q3 2017Q3 202325
NewFocus Financial Group, LLC 25250.24%3.95%8.19%Q4 2014Q4 202025
Armbruster Capital Management, Inc. 1780.17%0.46%1.43%Q4 2015Q3 202325
AE Wealth Management LLC 25250.03%0.11%0.17%Q3 2017Q3 202325
Alexandria Capital, LLC 1320.00%0.05%0.09%Q2 2013Q1 202125
Lourd Capital, LLC 25254.09%6.22%14.98%Q2 2013Q2 201925
First National Bank of Mount Dora, Trust Investment Services 25250.23%0.26%0.30%Q4 2017Q4 202325
Baystate Wealth Management LLC 25250.00%0.60%2.03%Q3 2017Q3 202325
Mosaic Family Wealth, LLC 25250.69%1.21%2.39%Q4 2015Q4 202125
Gradient Investments LLC 1310.00%0.00%0.01%Q4 2014Q3 202325
Kingsview Wealth Management, LLC 1260.02%0.16%0.61%Q1 2017Q3 202325
Parkside Financial Bank & Trust 1930.00%0.05%0.08%Q3 2015Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.03%0.14%Q3 2017Q3 202325
PrairieView Partners, LLC 24240.86%2.55%4.32%Q4 2017Q3 202324
Johanson Financial Advisors, Inc. 2040.56%1.13%2.23%Q4 2015Q4 202124
Wells Trecaso Financial Group, LLC 24240.59%1.09%1.31%Q4 2017Q3 202324
MYCIO WEALTH PARTNERS, LLC 1410.00%0.02%0.04%Q2 2013Q3 202324
Paradigm Financial Advisors, LLC 2110.09%0.40%1.88%Q1 2014Q4 202124
Personal Capital Advisors Corp 24240.01%0.60%1.22%Q1 2017Q4 202224
Integrated Wealth Concepts LLC 24240.03%0.08%0.23%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.13%0.35%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.28%0.49%0.65%Q4 2015Q3 202124
QS Investors, LLC 24240.16%0.30%0.52%Q3 2015Q2 202124
McIlrath & Eck, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
DELTA ASSET MANAGEMENT LLC/TN 2040.00%0.00%0.00%Q1 2017Q3 202324
CNB Bank 24240.01%0.01%0.02%Q4 2017Q3 202324
Towerpoint Wealth, LLC 24242.19%3.92%5.84%Q4 2017Q3 202324
PDS Planning, Inc 24240.14%4.15%7.29%Q4 2017Q3 202324
Larson Financial Group LLC 24240.08%0.98%5.77%Q4 2017Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.00%0.00%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.15%0.21%0.24%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.14%0.20%0.28%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24245.98%8.18%9.81%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.35%0.72%1.07%Q4 2017Q3 202324
Trilogy Capital Inc. 24240.04%1.50%3.16%Q4 2017Q3 202324
Johnson Financial Group, Inc. 710.00%0.00%0.01%Q1 2014Q3 202324
Nikulski Financial, Inc. 24240.19%0.48%1.08%Q4 2017Q3 202324
Day & Ennis, LLC 1450.10%0.15%0.24%Q4 2016Q3 202324
Brickley Wealth Management 24242.41%3.87%5.61%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.27%0.86%1.42%Q4 2017Q3 202324
Mokosak Advisory Group, LLC 242414.40%16.64%19.50%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.41%0.85%1.48%Q4 2017Q3 202324
SCHMIDT P J INVESTMENT MANAGEMENT INC 24240.07%0.14%0.24%Q2 2013Q1 201924
White Lighthouse Investment Management Inc. 24240.69%1.12%1.35%Q4 2017Q3 202324
1834 INVESTMENT ADVISORS CO 24240.00%0.02%0.07%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.06%0.09%Q4 2017Q3 202324
Livingston Group Asset Management CO (operating as Southport Capital Management) 24240.11%0.29%0.50%Q2 2016Q1 202224
Relaxing Retirement Coach 23230.36%2.32%4.60%Q4 2017Q2 202323
TWIN FOCUS CAPITAL PARTNERS, LLC 1330.06%0.10%0.27%Q2 2017Q3 202323
Bedel Financial Consulting, Inc. 23230.11%0.21%0.42%Q4 2017Q2 202323
GRIMES & COMPANY, INC. 23230.02%0.03%0.04%Q1 2018Q3 202323
Arete Wealth Advisors, LLC 12110.07%1.17%3.33%Q3 2017Q2 202323
SHAKESPEARE WEALTH MANAGEMENT, INC. 2123.49%4.30%5.52%Q4 2017Q3 202323
CIBC BANK USA 1490.03%0.06%0.12%Q2 2013Q3 201923
CAPITAL WEALTH MANAGEMENT, LLC 23230.19%2.89%5.94%Q1 2018Q3 202323
Cable Hill Partners, LLC 1920.04%0.72%2.44%Q4 2014Q1 202123
HL FINANCIAL SERVICES LLC 1850.02%0.03%0.04%Q2 2013Q1 201923
Lido Advisors, LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.27%0.54%1.22%Q1 2018Q3 202323
BANK OF HAWAII 23230.02%0.04%0.06%Q1 2018Q3 202323
BB&T SECURITIES, LLC 23230.01%0.02%0.05%Q1 2014Q3 201923
Bridgeworth, LLC 1410.03%0.09%0.31%Q1 2017Q3 202323
West Branch Capital LLC 23230.83%1.42%3.85%Q1 2018Q3 202323
JMG Financial Group, Ltd. 1310.02%0.39%1.59%Q4 2014Q3 202323
Wealthcare Advisory Partners LLC 12110.00%0.03%0.07%Q3 2017Q3 202323
WEALTHCARE CAPITAL MANAGEMENT LLC 2010.00%0.02%0.04%Q2 2013Q1 202123
Patriot Financial Group Insurance Agency, LLC 23230.01%0.10%0.24%Q4 2016Q2 202223
Fiera Capital Corp 23230.00%0.01%0.01%Q2 2015Q4 202023
Meridian Wealth Management, LLC 1940.06%0.15%0.47%Q3 2017Q3 202323
Evensky & Katz LLC 23230.02%0.07%0.17%Q1 2018Q3 202323
Pathway Financial Advisors LLC 1480.41%0.85%1.32%Q4 2017Q3 202322
Verus Financial Partners, Inc. 1660.15%4.47%7.74%Q2 2013Q3 202322
PFG Advisors 1750.13%0.28%0.69%Q4 2017Q3 202322
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.02%0.10%Q3 2014Q3 202322
PLANNING DIRECTIONS INC 1480.73%1.07%1.38%Q1 2018Q3 202322
CX Institutional 22220.17%0.29%0.55%Q2 2018Q3 202322
SUNTRUST BANKS INC 22220.00%0.05%0.09%Q2 2014Q3 201922
Murphy, Middleton, Hinkle & Parker, Inc. 1390.15%0.18%0.20%Q4 2017Q3 202322
FINANCIAL LIFE ADVISORS 1390.09%0.44%1.16%Q4 2017Q3 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 22220.04%0.09%0.15%Q2 2018Q3 202322
Mutual Advisors, LLC 22220.04%0.08%0.22%Q2 2018Q3 202322
WEDBUSH SECURITIES INC 1410.01%0.05%0.08%Q3 2016Q3 202322
FORTE CAPITAL LLC /ADV 2110.04%1.64%2.79%Q3 2014Q2 202022
Csenge Advisory Group 1750.00%0.14%0.32%Q3 2017Q3 202322
SeaCrest Wealth Management, LLC 1390.06%0.13%0.23%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22220.06%0.30%0.40%Q2 2018Q3 202322
IFG Advisory, LLC 1430.03%0.13%0.22%Q4 2017Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.24%0.44%1.01%Q2 2018Q3 202322
Certified Advisory Corp 11110.03%0.07%0.13%Q4 2017Q3 202322
Field & Main Bank 1440.05%0.09%0.25%Q4 2017Q3 202322
AMI INVESTMENT MANAGEMENT INC 22220.16%0.33%0.53%Q2 2018Q3 202322
Anchor Investment Management, LLC 22220.00%0.05%0.10%Q3 2018Q4 202322
BDO Wealth Advisors, LLC 22220.01%0.20%0.79%Q1 2018Q2 202322
EP Wealth Advisors, LLC 810.01%0.17%0.62%Q4 2014Q3 202322
BARCLAYS PLC 1210.00%0.00%0.00%Q2 2013Q3 202322
Capital Asset Advisory Services LLC 22220.00%1.08%2.67%Q2 2017Q3 202222
Winthrop Advisory Group LLC 1290.03%0.19%0.74%Q4 2017Q3 202321
Ford Financial Group, LLC 21210.38%2.42%7.12%Q4 2017Q4 202221
HoyleCohen, LLC 1920.09%0.26%0.57%Q2 2018Q3 202321
Gilman Hill Asset Management, LLC 1110.06%0.10%0.14%Q2 2013Q3 202321
Starfire Investment Advisers, Inc. 11100.26%0.74%1.14%Q1 2015Q2 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.06%0.11%Q3 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 21210.02%0.06%0.19%Q3 2018Q3 202321
WEBSTER BANK, N. A. 1210.00%0.00%0.01%Q1 2017Q3 202321
TRUST CO OF VERMONT 1560.00%0.07%0.16%Q1 2018Q3 202321
Waldron Private Wealth LLC 2010.13%1.62%2.62%Q2 2016Q3 202321
M Holdings Securities, Inc. 1310.03%0.14%0.27%Q3 2014Q2 202321
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1740.07%2.40%12.61%Q4 2017Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.20%0.43%1.21%Q4 2018Q4 202321
Brookstone Capital Management 1710.00%0.30%1.08%Q2 2015Q3 202321
Burleson & Company, LLC 21210.16%0.64%1.22%Q4 2017Q4 202221
ROFFMAN MILLER ASSOCIATES INC /PA/ 21210.03%0.04%0.05%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.02%0.02%0.04%Q2 2018Q2 202321
Baldwin Investment Management, LLC 1470.06%0.10%0.16%Q2 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.03%0.08%0.12%Q1 2017Q3 202321
Cerity Partners LLC 1210.01%0.06%0.18%Q1 2017Q3 202321
SYNOVUS FINANCIAL CORP 1510.00%0.01%0.02%Q2 2013Q3 202320
Legacy Bridge, LLC 20200.06%0.09%0.17%Q4 2018Q3 202320
HM PAYSON & CO 1820.00%0.00%0.01%Q2 2018Q3 202320
WINTRUST INVESTMENTS LLC 1640.02%0.08%0.16%Q2 2018Q2 202320
FRANKLIN RESOURCES INC 1460.00%0.00%0.01%Q3 2018Q3 202320
NORTHERN CAPITAL MANAGEMENT LLC 20200.10%1.54%2.66%Q1 2014Q4 201820
American Portfolios Advisors 20200.01%0.04%0.06%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.01%0.02%Q3 2017Q2 202220
AVANTAX ADVISORY SERVICES, INC. 20200.09%0.15%0.49%Q4 2018Q3 202320
SG Americas Securities, LLC 940.00%0.02%0.05%Q2 2014Q3 202120
Continuum Advisory, LLC 1410.18%0.54%0.90%Q2 2017Q3 202320
ALPS ADVISORS INC 1460.03%0.11%0.27%Q2 2016Q2 202320
Archer Investment Corp 20200.00%0.08%0.26%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.00%0.10%0.28%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.38%0.50%0.66%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.04%0.05%0.08%Q4 2018Q3 202320
Freedom Investment Management, Inc. 20200.05%0.18%0.33%Q1 2013Q4 201720
Private Portfolio Partners LLC 20202.29%2.73%3.13%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.38%0.70%1.34%Q4 2018Q3 202320
Summit Financial, LLC 20202.32%3.34%4.49%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.13%0.39%0.68%Q4 2018Q3 202320
Total Wealth Planning, LLC 20203.06%4.34%5.14%Q4 2018Q3 202320
Hardy Reed LLC 20200.24%1.69%5.82%Q4 2018Q3 202320
Compton Wealth Advisory Group, LLC 20200.13%0.63%2.17%Q4 2018Q3 202320
Pasadena Private Wealth, LLC 20203.38%5.11%9.11%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.53%1.18%2.02%Q4 2018Q3 202320
Kavar Capital Partners, LLC 1520.01%0.37%2.75%Q4 2013Q3 202020
Cornerstone Management, Inc. 20201.21%1.61%1.89%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.07%0.27%0.72%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.07%0.17%0.26%Q4 2018Q3 202320
Pinion Investment Advisors, LLC 1910.16%0.46%0.84%Q1 2018Q2 202320
DUBUQUE BANK & TRUST CO 1610.00%0.69%1.23%Q4 2015Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.02%0.06%Q4 2013Q3 201820
F3Logic, LLC 20200.27%2.48%6.42%Q1 2018Q4 202220
FinTrust Capital Advisors, LLC 20200.03%0.18%0.53%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.05%0.10%0.27%Q4 2017Q4 202220
Carmichael Hill & Associates, Inc. 1640.11%0.15%0.23%Q4 2017Q3 202320
Global Trust Asset Management, LLC 1640.00%0.00%0.00%Q1 2018Q3 202320
Columbus Macro, LLC 20200.67%2.03%2.73%Q4 2018Q3 202320
Belpointe Asset Management LLC 1710.02%0.05%0.19%Q4 2017Q2 202320
ROPES WEALTH ADVISORS LLC 1520.00%0.07%0.10%Q2 2016Q3 202320
Ellevest, Inc. 20200.75%1.00%1.12%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.10%0.71%3.95%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.03%0.05%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.03%0.08%0.15%Q4 2015Q3 202020
MANAGED ACCOUNT SERVICES INC 20200.61%1.93%2.89%Q4 2016Q3 202120
IFC Holdings Incorporated/FL 19190.09%0.13%0.15%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.08%0.14%0.24%Q1 2019Q3 202319
Spears Abacus Advisors LLC 1110.02%0.11%0.26%Q2 2017Q1 202319
Western Wealth Management, LLC 1180.04%0.09%0.26%Q4 2018Q3 202319
TSFG, LLC 19190.32%0.70%1.99%Q1 2019Q3 202319
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q3 2015Q3 202219
Investors Research Corp 19190.02%0.03%0.05%Q1 2019Q3 202319
SECURITY NATIONAL TRUST CO 19190.05%0.06%0.07%Q1 2017Q3 202119
Vivaldi Capital Management LP 1450.09%0.12%0.17%Q4 2018Q3 202319
Summit Equities Inc 19192.75%4.05%4.39%Q1 2014Q3 201819
PRUDENTIAL FINANCIAL INC 19190.00%0.01%0.04%Q1 2019Q3 202319
INGALLS & SNYDER LLC 1540.01%0.02%0.03%Q2 2016Q4 202119
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q3 2016Q2 202219
Kovitz Investment Group Partners, LLC 19190.01%0.06%0.24%Q1 2019Q3 202319
Private Capital Group, LLC 19190.37%1.63%2.18%Q4 2017Q2 202219
BOENNING & SCATTERGOOD, INC. 19190.07%0.14%0.23%Q2 2018Q4 202219
STOCK YARDS BANK & TRUST CO 1210.01%0.02%0.03%Q4 2016Q3 202319
SII INVESTMENTS INC/WI 19190.05%0.12%0.36%Q2 2013Q4 201719
ELM ADVISORS, LLC 820.14%0.26%0.53%Q4 2016Q1 202219
Spearhead Capital Advisors, LLC 1540.38%2.09%4.08%Q4 2017Q3 202219
Redhawk Wealth Advisors, Inc. 19190.45%1.34%2.68%Q3 2018Q1 202319
COMERICA SECURITIES,INC. 19190.08%0.20%0.34%Q1 2019Q3 202319
Cresset Asset Management, LLC 1450.03%0.27%0.77%Q4 2018Q3 202319
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1810.00%0.00%0.03%Q4 2018Q3 202319
Corbenic Partners LLC 19190.02%0.02%0.04%Q2 2013Q4 201719
Windham Capital Management, LLC 19190.51%0.91%1.57%Q1 2019Q3 202319
DROMS STRAUSS ADVISORS INC /MO/ /ADV 1450.14%0.37%1.31%Q4 2018Q3 202319
JRM Investment Counsel, LLC 1710.29%1.44%4.00%Q4 2015Q4 202118
Biltmore Family Office, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18181.22%1.72%2.52%Q1 2015Q2 201918
Abacus Planning Group, Inc. 18180.19%5.18%7.56%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.15%0.23%0.28%Q2 2013Q3 201718
Independence Advisors, LLC 18181.17%1.62%2.91%Q2 2016Q3 202018
Strategic Investment Advisors / MI 18180.22%1.03%2.57%Q2 2019Q3 202318
TFG Advisers LLC 1350.11%0.14%0.18%Q4 2018Q3 202318
VESTOR CAPITAL, LLC 1710.02%0.04%0.06%Q4 2014Q2 201918
FIFTH THIRD SECURITIES, INC. 810.29%1.00%1.81%Q1 2016Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.09%0.11%0.14%Q1 2019Q3 202318
TOWNSQUARE CAPITAL LLC 1260.01%0.02%0.06%Q4 2018Q3 202318
BROWN BROTHERS HARRIMAN & CO 1210.00%0.00%0.00%Q1 2017Q3 202318
Connecticut Wealth Management, LLC 18180.02%1.08%3.89%Q2 2019Q3 202318
B. Riley Wealth Management, Inc. 840.00%0.19%0.55%Q1 2014Q2 202218
Magnus Financial Group LLC 1260.03%0.20%0.38%Q4 2018Q3 202318
Cribstone Capital Management, LLC 1710.00%0.00%0.01%Q2 2016Q4 202018
Catamount Wealth Management 18180.00%0.00%0.01%Q4 2014Q1 201918
Homrich & Berg 1350.02%0.11%0.21%Q1 2017Q3 202118
Lutz Financial Services LLC 18180.05%0.62%1.27%Q2 2019Q3 202318
SALEM INVESTMENT COUNSELORS INC 18180.00%0.01%0.02%Q2 2019Q3 202318
REILLY FINANCIAL ADVISORS, LLC 840.00%0.01%0.01%Q2 2013Q3 202118
Stratos Wealth Advisors, LLC 1310.04%0.44%1.54%Q4 2018Q3 202318
Tranquility Partners, LLC 18180.28%0.59%0.73%Q2 2019Q3 202318
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.09%0.31%Q4 2014Q4 202018
UNITED SERVICES AUTOMOBILE ASSOCIATION 18180.01%0.07%0.16%Q1 2015Q2 201918
RWA WEALTH PARTNERS, LLC 1350.03%0.52%1.23%Q1 2017Q3 202318
Gladstone Institutional Advisory LLC 1350.04%0.09%0.33%Q4 2018Q3 202318
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 18180.42%1.81%4.10%Q2 2019Q3 202318
O'Brien Wealth Partners LLC 18180.17%2.45%5.36%Q4 2015Q1 202018
Gilbert & Cook, Inc. 18180.22%0.45%1.10%Q4 2016Q1 202118
GREAT VALLEY ADVISOR GROUP, INC. 1440.04%0.08%0.28%Q1 2019Q3 202318
Prestige Wealth Management Group LLC 1350.00%0.04%0.22%Q4 2018Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.17%0.21%0.27%Q1 2019Q3 202318
BENJAMIN EDWARDS INC 18180.02%0.03%0.06%Q2 2019Q3 202318
Summit Asset Management, LLC 1220.06%0.08%0.10%Q2 2018Q3 202318
One Day In July LLC 18180.12%0.16%0.25%Q2 2019Q3 202318
Keel Point, LLC 1440.03%0.24%1.07%Q4 2016Q3 202318
PARK AVENUE SECURITIES LLC 1410.04%0.27%0.60%Q2 2017Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1620.00%0.16%0.43%Q1 2015Q3 201918
NATIONAL PLANNING CORP 18180.05%0.14%0.27%Q2 2013Q3 201718
TAP Consulting, LLC 1710.17%0.60%2.27%Q1 2019Q3 202318
Capital Advantage, Inc. 1711.00%1.69%2.43%Q1 2019Q3 202318
Northwest Quadrant Wealth Management, LLC 18180.29%4.47%5.72%Q2 2019Q3 202318
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.00%0.04%0.05%Q2 2019Q3 202318
Sound Income Strategies, LLC 1010.00%0.01%0.03%Q2 2018Q3 202318
Sensible Financial Planning & Management, LLC. 1020.00%0.11%0.19%Q3 2014Q3 202218
Selective Wealth Management, Inc. 1530.14%0.34%1.07%Q2 2019Q4 202318
SVB WEALTH LLC 1250.00%0.02%0.06%Q2 2019Q3 202317
LMCG INVESTMENTS, LLC 1070.01%0.23%0.57%Q2 2013Q3 202317
McAdam, LLC 1430.01%0.50%1.20%Q1 2018Q3 202317
Tower View Wealth Management LLC 980.01%0.10%0.28%Q4 2017Q3 202317
Avantax Planning Partners, Inc. 1210.00%0.08%0.17%Q1 2017Q3 202317
Koshinski Asset Management, Inc. 1610.07%0.17%0.62%Q4 2018Q3 202317
STEPHENS GROUP ASSET MANAGEMENT, LLC 1611.77%7.26%11.41%Q4 2018Q3 202317
Colorado Capital Management, Inc. 1070.14%0.25%0.41%Q1 2018Q2 202217
EATON VANCE MANAGEMENT 17170.00%0.00%0.01%Q3 2018Q3 202217
Krilogy Financial LLC 910.01%0.03%0.10%Q3 2016Q1 202317
CREDIT SUISSE AG/ 1210.00%0.00%0.01%Q1 2013Q4 201917
NICOLET ADVISORY SERVICES, LLC 1250.03%0.04%0.06%Q1 2019Q3 202317
Blankinship & Foster, LLC 1110.08%2.27%4.50%Q3 2017Q3 202317
Relative Value Partners Group, LLC 1610.02%0.57%1.13%Q3 2018Q3 202317
ERn Financial, LLC 1520.09%0.14%0.38%Q4 2018Q3 202317
MACROVIEW INVESTMENT MANAGEMENT LLC 1160.00%0.01%0.03%Q3 2017Q3 202317
Barnett & Company, Inc. 17170.01%0.01%0.02%Q1 2016Q1 202017
Wolff Financial Management LLC 1011.09%3.34%4.47%Q4 2018Q3 202317
Aspire Private Capital, LLC 1250.00%0.01%0.02%Q2 2019Q3 202317
Richard Bernstein Advisors LLC 810.00%0.00%0.00%Q3 2016Q2 202117
Clarkston Capital Partners, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Horan Securities, Inc. 740.01%0.05%0.09%Q2 2018Q2 202317
WFG Advisors, LP 17170.01%0.19%0.56%Q2 2013Q2 201717
Baldrige Asset Management LLC 17173.77%4.73%6.26%Q1 2019Q1 202317
Pekin Hardy Strauss, Inc. 17170.04%0.07%0.13%Q3 2019Q3 202317
COMERICA SECURITIES INC 17170.08%0.40%0.70%Q4 2014Q4 201817
Alera Investment Advisors, LLC 1520.03%0.25%0.35%Q4 2018Q3 202317
BLB&B Advisors, LLC 1520.02%0.16%0.34%Q2 2013Q3 202317
Marble Harbor Investment Counsel, LLC 17170.14%0.23%0.32%Q3 2019Q3 202317
Sageworth Trust Co 1340.06%0.23%0.33%Q4 2014Q3 202317
Good Life Advisors, LLC 840.03%0.05%0.08%Q1 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.20%0.29%0.59%Q3 2019Q3 202317
Brinker Capital Investments, LLC 810.00%0.00%0.01%Q3 2015Q4 202217
Carnegie Capital Asset Management, LLC 1120.01%0.03%0.06%Q2 2018Q3 202317
CWA Asset Management Group, LLC 1310.05%0.22%0.28%Q2 2018Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1520.08%0.27%0.48%Q2 2013Q3 201717
HAMEL ASSOCIATES, INC. 17170.18%1.18%1.51%Q1 2016Q1 202017
VICTORY CAPITAL MANAGEMENT INC 17170.00%0.02%0.04%Q3 2019Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.02%0.03%Q2 2017Q2 202117
Caprock Group, LLC 17170.18%0.30%0.95%Q4 2015Q4 201917
Invst, LLC 17170.12%0.95%1.57%Q3 2019Q3 202317
180 WEALTH ADVISORS, LLC 17170.13%0.34%0.40%Q3 2019Q3 202317
Linscomb & Williams, Inc. 17170.02%0.13%0.17%Q3 2019Q3 202317
Financial Advisors Network, Inc. 1510.00%0.32%0.44%Q4 2016Q3 202317
Sullivan, Bruyette, Speros & Blaney, LLC 1120.01%0.06%0.08%Q2 2016Q1 202116
Realta Investment Advisors 1060.08%0.14%0.28%Q1 2019Q3 202316
JANICZEK WEALTH MANAGEMENT, LLC 1150.02%0.24%0.46%Q2 2018Q3 202316
CITIZENS FINANCIAL GROUP INC/RI 1510.00%0.03%0.05%Q2 2018Q3 202316
Marotta Asset Management 1332.74%4.01%5.18%Q4 2019Q4 202316
Procyon Advisors, LLC 16160.05%0.17%0.46%Q4 2019Q3 202316
Capital Directions Investment Advisors, LLC 910.00%0.00%0.01%Q2 2013Q4 202216
Equitable Holdings, Inc. 16160.21%0.41%0.59%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.00%0.00%0.01%Q4 2014Q3 201816
PACIFIC SUN FINANCIAL CORP 610.52%0.72%2.38%Q4 2017Q2 202316
INTRUST BANK NA 1210.03%0.14%0.28%Q4 2016Q3 202116
Financial Engines Advisors L.L.C. 16160.00%0.00%0.01%Q4 2019Q3 202316
COLDSTREAM CAPITAL MANAGEMENT INC 740.02%0.06%0.08%Q4 2018Q3 202316
Lenox Wealth Advisors, LLC 810.00%0.00%0.01%Q4 2013Q1 202216
Beacon Financial Advisory LLC 16160.64%0.94%1.30%Q4 2019Q3 202316
Essex Private Wealth Management, LLC 16160.32%0.93%1.80%Q4 2019Q3 202316
Jacobsen Capital Management 1420.20%6.22%9.84%Q3 2019Q3 202316
RAY GERALD L & ASSOCIATES LTD 1150.04%0.08%0.13%Q2 2013Q3 201716
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
SPINNAKER TRUST 16160.30%0.54%0.72%Q4 2019Q3 202316
Disciplined Investments, LLC 16160.10%0.49%0.62%Q4 2019Q3 202316
Shepherd Financial Partners LLC 16160.08%2.54%4.64%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.05%1.80%2.57%Q4 2019Q3 202316
DAVIDSON INVESTMENT ADVISORS 1510.00%0.09%0.16%Q1 2017Q2 202116
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.32%0.80%1.39%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.29%0.78%1.52%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.07%Q4 2019Q3 202316
Harbour Capital Advisors, LLC 610.00%0.08%0.12%Q1 2017Q4 202316
Cascade Investment Advisors, Inc. 1510.00%0.00%0.01%Q4 2016Q2 202216
Center for Financial Planning, Inc. 16167.38%9.47%13.32%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.01%0.01%0.02%Q4 2016Q3 202016
ATTICUS WEALTH MANAGEMENT, LLC 16160.04%0.23%0.54%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.07%0.13%0.14%Q4 2019Q3 202316
Klingman & Associates, LLC 16160.04%0.09%0.12%Q4 2019Q3 202316
Firestone Capital Management 16160.00%1.37%2.26%Q4 2019Q3 202316
Bison Wealth, LLC 1420.02%0.07%0.15%Q2 2018Q2 202216
Stokes Family Office, LLC 16160.51%0.62%0.82%Q4 2019Q3 202316
American Research & Management Co. 16160.01%1.29%3.12%Q4 2018Q3 202216
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.10%0.20%0.24%Q4 2019Q3 202316
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 16160.02%0.05%0.12%Q4 2019Q3 202316
Renaissance Technologies 610.00%0.00%0.00%Q1 2018Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.32%0.43%0.49%Q2 2013Q1 201716
BRR OpCo, LLC 16160.04%0.08%0.11%Q4 2018Q3 202216
Prime Capital Investment Advisors, LLC 1410.01%0.80%4.39%Q2 2018Q3 202316
Heartwood Wealth Advisors LLC 16160.10%0.30%0.41%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.06%0.15%0.89%Q4 2019Q3 202316
Windsor Wealth Management, Inc. 910.06%0.62%1.70%Q4 2017Q3 202316
Relyea Zuckerberg Hanson LLC 16161.43%2.19%3.16%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.11%0.23%0.82%Q4 2019Q3 202316
LeJeune Puetz Investment Counsel LLC 1120.06%0.39%0.86%Q2 2018Q1 202316
JOYN Advisors, Inc. 1010.06%0.51%2.53%Q3 2013Q1 202015
AdvicePeriod, LLC 15151.22%2.54%4.46%Q4 2017Q2 202115
Avion Wealth 15150.00%3.06%4.34%Q1 2020Q3 202315
Edmonds Duncan Registered Investment Advisors, LLC 15151.79%2.93%3.42%Q1 2020Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 1320.01%0.07%0.20%Q4 2016Q3 202315
EPIQ Capital Group, LLC 1410.03%0.12%0.28%Q4 2019Q3 202315
IndexIQ Advisors LLC 710.00%0.23%1.46%Q2 2015Q1 202215
Wambolt & Associates, LLC 1230.18%0.31%0.41%Q4 2018Q3 202315
Retirement Group, LLC 1410.02%0.13%0.45%Q4 2019Q3 202315
Essex Financial Services, Inc. 1110.05%0.28%0.42%Q4 2016Q3 202315
Rehmann Capital Advisory Group 610.01%0.02%0.06%Q1 2012Q2 202315
Mirador Capital Partners LP 15150.72%1.81%2.79%Q2 2016Q4 201915
Arkadios Wealth Advisors 15150.00%0.08%0.22%Q1 2020Q3 202315
IFG Advisors, LLC 15150.18%0.22%0.28%Q1 2020Q3 202315
CVA Family Office, LLC 15150.07%1.10%1.86%Q1 2020Q3 202315
Family Legacy, Inc. 15150.19%0.41%0.75%Q1 2020Q3 202315
Sowell Financial Services LLC 1050.01%0.48%1.24%Q3 2019Q3 202315
Moser Wealth Advisors, LLC 1324.19%5.81%7.10%Q4 2019Q3 202315
SNS Financial Group, LLC 15150.29%0.74%1.51%Q1 2020Q3 202315
Comprehensive Financial Management LLC 1410.00%0.99%2.18%Q4 2019Q3 202315
MSI Financial Services Inc 15150.26%0.39%0.57%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.00%0.02%0.07%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.16%0.73%1.23%Q3 2015Q1 201915
AMG National Trust Bank 15150.03%0.06%0.07%Q1 2020Q3 202315
Nationwide Fund Advisors 730.01%0.01%0.01%Q3 2013Q3 201715
Advisor Group, Inc. 15150.09%0.14%0.22%Q2 2016Q4 201915
S. R. Schill & Associates 961.10%1.82%2.86%Q4 2014Q3 201815
Patten Group, Inc. 15150.01%0.13%0.26%Q4 2015Q2 201915
Petix & Botte Co 1230.18%0.46%0.74%Q4 2019Q3 202315
CIBC WORLD MARKET INC. 1230.00%0.00%0.01%Q4 2014Q3 202315
BSW Wealth Partners 15150.09%0.34%0.61%Q1 2020Q3 202315
Oldfather Financial Services, LLC 15150.15%0.21%0.23%Q1 2020Q3 202315
LEAVELL INVESTMENT MANAGEMENT, INC. 1410.01%0.14%0.25%Q2 2010Q3 202315
HIGH POINT BANK & TRUST CO 15150.18%0.22%0.27%Q2 2013Q4 201615
Clearwater Capital Advisors, LLC 15150.07%0.24%0.41%Q2 2016Q4 201915
CLIENT 1ST ADVISORY GROUP, LLC 1320.15%0.25%0.95%Q4 2019Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.00%0.28%0.42%Q1 2017Q3 202015
Cardan Capital Partners, LLC 15150.04%0.38%0.91%Q1 2018Q3 202115
Regent Peak Wealth Advisors LLC 1410.08%0.10%0.18%Q4 2019Q3 202315
HC Advisors, LLC 1410.53%0.67%0.80%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.10%0.15%0.31%Q1 2020Q3 202315
Apella Capital, LLC 1230.97%2.29%4.70%Q1 2020Q4 202315
Emery Howard Portfolio Management, Inc. 1050.04%0.07%0.10%Q3 2017Q4 202115
Faithward Advisors, LLC 1140.01%0.31%0.53%Q4 2019Q3 202315
FIRST AMERICAN TRUST, FSB 14140.74%0.90%1.11%Q2 2020Q3 202314
MARCO INVESTMENT MANAGEMENT LLC 14140.03%0.11%0.18%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.07%0.22%0.44%Q1 2017Q2 202014
Keeler Thomas Management LLC 1110.14%1.21%12.84%Q4 2017Q4 202214
BBVA USA Bancshares, Inc. 14140.01%0.04%0.05%Q4 2017Q1 202114
Wealthspire Advisors, LLC 1210.00%0.09%0.20%Q4 2018Q3 202314
J.W. COLE ADVISORS, INC. 820.07%0.20%0.48%Q4 2019Q3 202314
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q3 2015Q4 202214
Provident Wealth Management, LLC 14140.03%0.05%0.13%Q2 2020Q3 202314
Lee Financial Co 1110.00%0.01%0.03%Q1 2017Q3 202314
McKinley Carter Wealth Services, Inc. 1210.01%0.44%1.02%Q1 2018Q3 202314
Vectors Research Management, LLC 710.00%0.00%0.00%Q3 2018Q2 202214
Orion Portfolio Solutions, LLC 1130.01%0.02%0.04%Q4 2019Q3 202314
Berman Capital Advisors, LLC 1040.01%0.40%0.83%Q4 2017Q3 202114
Praetorian Wealth Management, Inc. 14142.42%3.31%3.96%Q2 2020Q3 202314
Financial Gravity Asset Management, Inc. 510.00%0.01%0.03%Q1 2018Q3 202314
Ackerman Capital Advisors, LLC 14140.85%1.26%1.53%Q2 2020Q3 202314
Dorsey & Whitney Trust CO LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
Capital Square, LLC 14140.54%1.04%1.40%Q4 2019Q1 202314
BCS Wealth Management 710.40%0.46%0.58%Q4 2019Q3 202314
Elgethun Capital Management 14140.22%0.45%0.53%Q2 2020Q3 202314
Strategic Financial Services, Inc, 1310.02%0.07%0.08%Q3 2015Q1 202214
Parcion Private Wealth LLC 14140.05%1.26%3.42%Q2 2020Q3 202314
Blue Edge Capital, LLC 14141.19%1.86%4.68%Q4 2013Q1 201714
AlphaMark Advisors, LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
Aptus Capital Advisors, LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
SOL Capital Management CO 14140.08%0.11%0.12%Q2 2020Q3 202314
CAHILL FINANCIAL ADVISORS INC 14140.09%0.49%0.65%Q2 2020Q3 202314
Marcum Wealth, LLC 14140.03%0.06%0.11%Q2 2020Q3 202314
Corient Capital Partners, LLC 14140.07%0.13%0.16%Q3 2016Q4 201914
Kalos Management, Inc. 1010.01%0.16%0.44%Q4 2015Q2 202314
Geneva Advisors, LLC 14140.01%0.01%0.01%Q1 2014Q2 201714
Curtis Advisory Group, LLC 14140.31%0.50%0.80%Q2 2020Q3 202314
Element Wealth, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Gerstein Fisher 14140.07%0.59%1.50%Q2 2013Q3 201614
TOBIAS FINANCIAL ADVISORS, INC. 710.12%0.59%0.80%Q4 2019Q3 202314
Column Capital Advisors, LLC 14140.06%0.40%0.58%Q2 2020Q3 202314
Guidance Point Advisors, LLC 14140.48%0.53%0.57%Q2 2020Q3 202314
Virtue Capital Management, LLC 1220.01%0.19%0.29%Q4 2017Q3 202314
Cypress Capital, LLC 940.36%0.78%1.52%Q2 2020Q3 202313
Key FInancial Inc 1210.07%0.10%0.14%Q1 2020Q3 202313
HBK Sorce Advisory LLC 13130.01%0.03%0.07%Q3 2020Q3 202313
Neuberger Berman Group LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Surevest, LLC 610.05%0.26%0.89%Q4 2018Q3 202213
Retirement Systems of Alabama 13130.21%0.25%0.30%Q3 2020Q3 202313
CreativeOne Wealth, LLC 1210.02%0.05%0.16%Q3 2019Q3 202313
ACCURATE INVESTMENT SOLUTIONS, INC. 13130.00%0.01%0.14%Q2 2016Q2 201913
Horrell Capital Management, Inc. 1120.00%0.01%0.02%Q2 2013Q3 202313
Independence Bank of Kentucky 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.12%0.15%0.20%Q3 2020Q3 202313
Royal Fund Management, LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
Mine & Arao Wealth Creation & Management, LLC. 13130.03%0.03%0.04%Q1 2020Q1 202313
SHAYNE & JACOBS, LLC 13130.58%0.95%1.09%Q3 2020Q3 202313
McLean Asset Management Corp 13130.20%0.33%0.62%Q4 2020Q4 202313
Keystone Financial Group 920.05%0.06%0.12%Q2 2018Q3 202313
Angeles Investment Advisors, LLC 13130.01%0.19%0.74%Q4 2018Q4 202113
WASHINGTON TRUST Co 1110.00%0.00%0.02%Q2 2018Q3 202313
Glenview Trust Co 13130.02%0.02%0.02%Q3 2020Q3 202313
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1210.07%0.20%0.42%Q2 2020Q3 202313
APPLETON GROUP, LLC 810.23%0.32%0.42%Q2 2014Q1 201813
Hexagon Capital Partners LLC 13130.31%0.39%0.44%Q3 2020Q3 202313
Argent Advisors, Inc. 910.03%0.14%0.19%Q4 2019Q3 202313
Investors Capital Advisory Services 13130.15%0.19%0.22%Q2 2013Q2 201613
Visionary Wealth Advisors 1210.04%0.34%0.86%Q4 2019Q3 202313
Chesley Taft & Associates LLC 1120.03%0.06%0.07%Q3 2019Q3 202313
CGN Advisors LLC 13130.69%1.14%1.68%Q4 2020Q4 202313
BALDWIN BROTHERS LLC/MA 13130.05%0.46%1.16%Q4 2020Q4 202313
JAMES INVESTMENT RESEARCH INC 1210.00%1.36%1.70%Q3 2013Q3 202313
Leelyn Smith, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
QCI ASSET MANAGEMENT INC/NY 13130.00%0.00%0.00%Q1 2017Q1 202013
RELIANCE TRUST CO 760.43%1.79%7.08%Q2 2013Q3 201713
Wealthstreet Investment Advisors, LLC 1120.02%0.08%0.12%Q4 2017Q1 202113
ROWLAND CARMICHAEL ADVISORS INC /ADV 1210.01%0.10%0.24%Q1 2016Q3 201913
Proficio Capital Partners LLC 1110.02%0.28%0.80%Q4 2016Q3 202313
CIBC Asset Management Inc 13130.00%0.00%0.01%Q1 2017Q1 202013
Legacy Private Trust Co. 1030.05%0.08%0.11%Q4 2014Q3 202313
Founders Financial Alliance, LLC 13130.02%0.09%0.21%Q3 2020Q3 202313
McQueen, Ball & Associates Inc. 13130.35%0.41%0.47%Q4 2015Q4 201813
Merit Financial Group, LLC 1210.02%0.14%0.49%Q4 2019Q3 202313
Wealth Quarterback LLC 610.04%2.06%5.20%Q1 1987Q3 202313
First Capital Advisors Group, LLC. 940.01%0.18%0.67%Q4 2016Q2 202313
MCF Advisors LLC 1010.00%0.22%1.17%Q4 2011Q2 202313
SOA Wealth Advisors, LLC. 12120.45%0.73%1.30%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 610.00%0.04%0.12%Q4 2018Q3 202312
Zeit Capital LLC 12122.60%2.77%3.04%Q4 2020Q3 202312
WEALTHFRONT Corp 720.00%0.00%0.01%Q2 2014Q3 201812
LPWM LLC 12120.11%0.17%0.20%Q4 2020Q3 202312
Eudaimonia Partners, LLC 610.01%0.67%1.19%Q4 2019Q3 202312
Cambria Investment Management, L.P. 510.01%0.90%1.75%Q2 2015Q4 202112
Resolute Advisors LLC 12120.02%0.07%0.23%Q4 2020Q3 202312
Southern Wealth Management, LLP 820.14%0.44%1.17%Q4 2019Q1 202312
Richard P Slaughter Associates Inc 12120.57%0.91%1.43%Q1 2021Q4 202312
Aaron Wealth Advisors LLC 12120.64%1.71%2.33%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.01%0.01%0.02%Q4 2019Q3 202212
Bay Rivers Group 12122.47%2.80%3.41%Q4 2020Q3 202312
ARBOR TRUST WEALTH ADVISORS, LLC 12120.20%0.54%0.65%Q4 2020Q3 202312
Wealth Alliance 12120.06%0.09%0.11%Q4 2020Q3 202312
Community Financial Services Group, LLC 1110.12%0.39%3.24%Q2 2013Q3 202312
Venture Visionary Partners LLC 1110.02%0.04%0.10%Q4 2019Q4 202212
RIVERSEDGE ADVISORS, LLC 930.35%0.65%1.04%Q2 2019Q3 202312
Private Wealth Advisors, LLC 12120.41%0.63%0.90%Q4 2018Q3 202112
Fullen Financial Group 12121.31%1.53%1.63%Q2 2020Q1 202312
Alerus Investment Advisors Corp 12120.00%0.11%0.17%Q2 2013Q1 201612
TFC Financial Management, Inc. 12120.05%0.13%0.21%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.22%0.58%1.21%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.01%0.01%Q1 2019Q2 202212
Busey Bank 12120.01%0.02%0.02%Q4 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 12120.08%0.11%0.14%Q4 2020Q3 202312
Global Wealth Management Investment Advisory, Inc. 1020.00%0.02%0.03%Q4 2018Q3 202312
Vigilant Capital Management, LLC 1010.00%0.01%0.02%Q3 2017Q1 202212
Farmers & Merchants Trust Co of Chambersburg PA 750.00%0.03%0.12%Q4 2019Q3 202312
Windward Private Wealth Management Inc. 12121.14%1.71%3.20%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12122.67%3.04%3.33%Q4 2020Q3 202312
Accel Wealth Management 12120.01%0.03%0.13%Q4 2020Q3 202312
Hemington Wealth Management 12120.30%0.49%0.70%Q4 2020Q3 202312
Falcon Wealth Planning 12120.80%4.13%5.85%Q4 2020Q3 202312
Transform Wealth, LLC 840.09%0.32%0.58%Q2 2016Q2 201912
MidWestOne Financial Group, Inc. 1110.05%0.13%0.27%Q2 2019Q3 202312
Hudson Value Partners, LLC 12120.12%0.20%0.40%Q4 2020Q3 202312
SlateStone Wealth, LLC 12120.16%0.62%0.83%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.09%0.12%0.17%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12121.35%2.17%2.50%Q4 2020Q3 202312
Foster Group, Inc. 12123.97%5.75%8.69%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.10%2.67%3.40%Q4 2020Q3 202312
Newton One Investments LLC 12120.94%1.22%1.61%Q4 2020Q3 202312
Old North State Trust, LLC 720.00%0.05%0.18%Q3 2018Q1 202312
Graves Light Lenhart Wealth, Inc. 12120.00%0.05%0.09%Q4 2020Q3 202312
Wolf Group Capital Advisors 12120.12%0.14%0.16%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12121.57%2.22%3.05%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12122.48%3.04%3.74%Q4 2020Q3 202312
Prosperity Planning, Inc. 12123.61%4.06%4.35%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12121.23%1.88%2.74%Q4 2020Q3 202312
MinichMacGregor Wealth Management, LLC 1010.00%0.26%2.79%Q4 2015Q4 202212
West Financial Advisors, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.15%0.59%1.20%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12121.05%1.31%1.54%Q4 2020Q3 202312
Veery Capital, LLC 12121.29%1.60%1.86%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.37%0.47%0.61%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.22%0.27%0.45%Q4 2020Q3 202312
Center For Asset Management LLC 12121.82%2.05%2.37%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.22%0.31%0.34%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12122.51%3.45%4.17%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.15%0.18%0.22%Q4 2020Q3 202312
Tacita Capital Inc 12124.30%4.66%5.34%Q4 2020Q3 202312
Red Wave Investments LLC 12120.17%0.18%0.19%Q4 2020Q3 202312
Rodgers & Associates, LTD 12126.55%6.80%7.36%Q4 2020Q3 202312
EMC Capital Management 12120.04%0.17%0.54%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 750.00%0.01%0.02%Q2 2019Q3 202212
Everhart Financial Group, Inc. 12121.39%2.01%2.73%Q4 2020Q3 202312
D.B. Root & Company, LLC 12120.22%0.25%0.27%Q4 2020Q3 202312
Allen Investment Management, LLC 12120.14%0.34%0.83%Q3 2016Q2 201912
MGO ONE SEVEN LLC 1110.01%0.10%0.17%Q4 2018Q3 202312
Mezzasalma Advisors, LLC 12120.19%0.21%0.27%Q4 2020Q3 202312
Snowden Capital Advisors LLC 820.01%0.02%0.03%Q2 2019Q3 202312
Cadence Bank 1020.02%0.06%0.10%Q4 2017Q3 202312
Armor Investment Advisors, LLC 1010.00%0.01%0.03%Q1 2019Q3 202312
Summit Financial Strategies, Inc. 1020.05%0.07%0.11%Q2 2018Q3 202312
Biltmore Capital Advisors LLC 12121.26%1.53%1.85%Q1 2019Q4 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
LexAurum Advisors, LLC 1110.15%0.20%0.28%Q2 2018Q3 202212
COZAD ASSET MANAGEMENT INC 12120.04%0.06%0.09%Q4 2020Q3 202312
CITY HOLDING CO 12120.02%0.09%0.11%Q4 2020Q3 202312
RFG Advisory, LLC 820.02%0.09%0.34%Q3 2017Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12121.28%1.35%1.54%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.21%0.24%0.27%Q4 2018Q3 202112
Trellis Advisors, LLC 12120.18%0.37%0.98%Q4 2020Q3 202312
ANDERSON HOAGLAND & CO 12120.06%0.07%0.08%Q4 2020Q3 202312
D'Orazio & Associates, Inc. 12120.00%0.01%0.02%Q4 2018Q3 202112
MONTAG A & ASSOCIATES INC 12120.04%0.05%0.07%Q4 2020Q3 202312
TPG Financial Advisors, LLC 12120.17%0.28%0.38%Q4 2018Q3 202112
BOYS ARNOLD & CO INC 12120.04%0.08%0.13%Q3 2015Q2 201812
UBS ASSET MANAGEMENT AMERICAS INC 1020.00%0.00%0.00%Q2 2017Q1 202112
St. Louis Trust Co 12120.13%0.16%0.22%Q4 2020Q3 202312
V Wealth Advisors LLC 710.04%0.09%0.25%Q1 2017Q2 202312
Pacific Center for Financial Services 930.01%0.02%0.02%Q3 2020Q3 202312
MERITAGE PORTFOLIO MANAGEMENT 12120.02%0.03%0.04%Q4 2020Q3 202312
ROVIN CAPITAL /UT/ /ADV 12120.12%0.16%0.24%Q4 2020Q3 202312
Live Your Vision, LLC 1110.04%0.04%0.04%Q3 2015Q1 201912
MAGNOLIA CAPITAL ADVISORS LLC 1110.14%0.28%0.88%Q4 2019Q2 202312
Blue Zone Wealth Advisors, LLC 1110.12%0.37%3.00%Q4 2019Q1 202312
PAX Financial Group, LLC 1110.06%0.09%0.12%Q4 2019Q3 202312
Legacy Wealth Planning, LLC 12121.15%1.81%2.61%Q4 2019Q3 202212
EVOKE WEALTH, LLC 710.00%0.01%0.03%Q3 2019Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.01%0.01%0.01%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.64%0.80%1.19%Q1 2014Q1 201711
Pointe Capital Management LLC 1010.31%0.43%0.93%Q4 2016Q3 202311
TRUEWEALTH LLC 11110.10%0.17%0.23%Q4 2017Q2 202011
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
PRINCIPAL FINANCIAL GROUP INC 610.00%0.00%0.01%Q4 2018Q3 202311
PHH Investments, Ltd. 11110.87%1.11%1.44%Q2 2017Q4 201911
Affiance Financial, LLC 740.00%0.22%0.95%Q4 2019Q3 202311
AMUSSEN HUNSAKER ASSOCIATES LLC 11110.12%0.20%0.25%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.02%Q2 2013Q4 201511
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.00%0.17%0.29%Q1 2021Q3 202311
Wealthquest Corp 650.04%0.09%0.17%Q4 2018Q1 202211
Concord Wealth Partners 740.00%0.00%0.02%Q4 2020Q3 202311
GARLAND CAPITAL MANAGEMENT INC 11110.03%0.03%0.03%Q1 2021Q3 202311
ALPINE WOODS CAPITAL INVESTORS, LLC 11110.07%0.08%0.08%Q1 2020Q3 202211
First Ascent Asset Management, LLC 740.12%0.74%1.02%Q4 2019Q3 202311
Narus Financial Partners, LLC 740.24%0.33%0.52%Q4 2016Q3 202311
1ST SOURCE BANK 11110.02%0.02%0.02%Q1 2021Q3 202311
Ratio Wealth Group 920.84%1.10%1.44%Q4 2020Q3 202311
CIDEL ASSET MANAGEMENT INC 11110.02%0.02%0.03%Q1 2021Q3 202311
3EDGE Asset Management, LP 920.08%6.07%19.08%Q4 2016Q2 202111
Timber Hill LLC 510.00%0.02%0.07%Q4 2013Q3 201711
SHUFRO ROSE & CO LLC 11110.03%0.20%0.51%Q1 2021Q3 202311
Laurel Wealth Advisors, Inc. 720.03%0.05%0.07%Q2 2018Q4 202211
Burns Matteson Capital Management, LLC 11110.55%0.69%0.94%Q4 2020Q2 202311
CHEMICAL BANK 11110.03%0.05%0.06%Q4 2016Q2 201911
Newbridge Financial Services Group, Inc. 920.00%0.01%0.03%Q3 2020Q3 202311
Burt Wealth Advisors 11110.03%0.04%0.06%Q3 2016Q1 201911
Acropolis Investment Management, LLC 11110.02%0.12%0.18%Q1 2021Q3 202311
Cornerstone Wealth Advisors, Inc. 11111.62%1.95%2.45%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.07%0.08%0.10%Q1 2021Q3 202311
RKL Wealth Management LLC 11110.04%0.11%0.21%Q4 2016Q2 201911
CEERA INVESTMENTS, LLC 11110.14%0.16%0.22%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 740.06%0.15%0.22%Q4 2020Q3 202311
Spire Wealth Management 11110.02%0.07%0.14%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.31%0.35%0.39%Q4 2020Q2 202311
ARTHUR M. COHEN & ASSOCIATES, LLC 11110.09%0.17%0.22%Q4 2017Q2 202011
BBR PARTNERS, LLC 810.03%0.25%0.37%Q4 2017Q4 202211
Orion Capital Management LLC 1010.03%0.03%0.03%Q4 2020Q3 202311
Arrow Investment Advisors, LLC 523.37%8.43%14.01%Q2 2013Q2 202111
Valmark Advisers, Inc. 520.00%0.03%0.08%Q4 2017Q3 202311
Arbor Investment Advisors, LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
Facet Wealth, Inc. 830.12%0.23%0.44%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.11%0.16%0.35%Q4 2020Q2 202311
Brown Advisory Securities, LLC 650.04%0.12%0.29%Q2 2018Q2 202211
HYA Advisors, Inc 11110.21%0.29%0.36%Q4 2019Q2 202211
Nachman Norwood & Parrott, Inc 11110.22%0.27%0.36%Q4 2018Q2 202111
McClarren Financial Advisors, Inc. 650.28%0.46%0.60%Q4 2020Q3 202311
Pacifica Partners Inc. 1010.00%0.00%0.00%Q4 2019Q4 202311
Camelot Portfolios, LLC 11110.25%0.34%0.44%Q1 2021Q3 202311
Paragon Capital Management Ltd 11111.18%1.67%3.00%Q1 2021Q3 202311
One Charles Private Wealth Services, LLC 1010.14%0.57%0.72%Q2 2020Q3 202311
Galvin, Gaustad & Stein, LLC 11110.02%0.07%0.09%Q1 2021Q3 202311
WealthOne, LLC 710.08%0.19%0.28%Q4 2018Q1 202211
NVWM, LLC 910.00%0.15%0.86%Q4 2017Q3 202311
SignalPoint Asset Management, LLC 11110.11%0.12%0.15%Q1 2021Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Jackson Hole Capital Partners, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.00%0.11%0.35%Q1 2019Q3 202111
Sage Mountain Advisors LLC 11110.00%0.12%0.30%Q1 2021Q3 202311
Litman Gregory Wealth Management LLC 11110.00%0.00%0.01%Q3 2018Q1 202111
Heritage Trust Co 11110.00%0.07%0.21%Q1 2017Q3 201911
Pegasus Partners Ltd. 11110.11%0.12%0.15%Q1 2021Q3 202311
FIRST NATIONAL BANK SIOUX FALLS 11110.34%0.62%0.89%Q1 2021Q3 202311
SIMMONS FIRST TRUST CO NA 11110.29%0.86%1.52%Q2 2013Q4 201511
Clearstead Trust, LLC 11110.00%0.46%2.57%Q1 2021Q3 202311
IBBOTSON ASSOCIATES INC 11111.30%3.96%4.92%Q2 2013Q4 201511
SYM FINANCIAL Corp 410.00%0.01%0.02%Q1 2018Q3 202311
Bogart Wealth, LLC 610.00%0.01%0.01%Q4 2018Q3 202311
Capital Advisors Wealth Management, LLC 11111.77%2.06%2.42%Q1 2021Q3 202311
Radnor Financial Advisors, LLC 11112.71%3.45%4.26%Q1 2020Q3 202211
VSR Financial Services, Inc. 11110.03%0.06%0.16%Q4 2013Q2 201611
Fermata Advisors, LLC 820.32%0.83%1.73%Q1 2021Q3 202310
FCG ADVISORS, LLC 820.05%0.08%0.09%Q1 2018Q3 202010
EVERMAY WEALTH MANAGEMENT LLC 10100.02%0.08%0.14%Q2 2021Q3 202310
SMITH CHAS P & ASSOCIATES PA CPAS 10100.03%0.05%0.07%Q2 2015Q3 201710
BOURGEON CAPITAL MANAGEMENT LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
NORRIS PERNE & FRENCH LLP/MI 10100.04%0.11%0.16%Q4 2015Q1 201810
HANSEATIC MANAGEMENT SERVICES INC 10103.29%3.94%5.07%Q4 2020Q1 202310
VAN DEN BERG MANAGEMENT I, INC 640.03%0.05%0.07%Q4 2020Q3 202310
SCOTIA CAPITAL INC. 710.01%0.02%0.02%Q3 2019Q3 202310
Crestwood Advisors Group, LLC 820.01%0.01%0.02%Q2 2018Q3 202310
Freestone Capital Holdings, LLC 640.01%0.03%0.07%Q1 2021Q3 202310
Westover Capital Advisors, LLC 10100.09%0.13%0.18%Q1 2021Q2 202310
Wills Financial Group, Inc. 10100.20%0.26%0.32%Q2 2015Q3 201710
CapWealth Advisors, LLC 10100.06%0.27%0.42%Q4 2017Q1 202010
Rezny Wealth Management, Inc. 10104.77%6.66%8.98%Q4 2016Q1 201910
Estate Counselors, LLC 820.04%1.40%2.42%Q1 2021Q3 202310
PECAUT & CO. 10100.00%0.00%0.01%Q2 2021Q3 202310
Compass Ion Advisors, LLC 10100.08%0.36%1.25%Q2 2021Q3 202310
Northstar Group, Inc. 10100.11%0.15%0.18%Q3 2017Q4 201910
Intersect Capital LLC 730.06%0.08%0.11%Q4 2019Q2 202210
Hefty Wealth Partners 10100.04%0.50%2.44%Q4 2015Q1 201810
Mascoma Wealth Management LLC 910.00%0.01%0.02%Q1 2021Q3 202310
Unison Advisors LLC 10100.73%0.84%0.94%Q4 2017Q1 202010
Greenline Partners, LLC 10100.08%0.09%0.12%Q2 2021Q3 202310
MPS Loria Financial Planners, LLC 810.03%0.08%0.10%Q2 2017Q4 202210
Verdence Capital Advisors LLC 910.04%0.06%0.11%Q3 2019Q3 202310
Money Design Co.,Ltd. 410.02%0.33%1.88%Q3 2017Q2 202110
Aevitas Wealth Management, Inc. 640.01%0.22%0.56%Q4 2017Q4 202210
WoodTrust Financial Corp 410.04%0.07%0.12%Q3 2020Q3 202310
Huber Financial Advisors, LLC 10100.22%0.64%1.30%Q4 2017Q1 202010
Resource Management, LLC 10100.16%0.68%0.86%Q3 2019Q4 202110
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Johnson Midwest Financial, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Altium Wealth Management LLC 640.02%0.06%0.14%Q4 2017Q2 202210
Dougherty Wealth Advisers LLC 430.01%0.40%1.11%Q4 2018Q3 202310
Costello Asset Management, INC 10100.02%0.02%0.03%Q1 2021Q2 202310
Wealthfront Advisers LLC 910.00%0.01%0.01%Q4 2018Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.02%0.06%0.21%Q3 2020Q4 202210
Strategic Blueprint, LLC 810.01%0.04%0.05%Q3 2019Q3 202310
PSI Advisors, LLC 910.01%0.04%0.06%Q4 2019Q3 202310
IEQ CAPITAL, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
HighMark Wealth Management LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
IAG Wealth Partners, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
DB Wealth Management Group, LLC 10100.04%0.10%0.15%Q2 2021Q3 202310
Crestone Asset Management LLC 520.05%0.13%0.42%Q4 2015Q3 202310
Blue Barn Wealth, LLC 10101.29%1.54%2.29%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10100.04%0.22%0.54%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.03%0.03%0.04%Q2 2013Q3 201510
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 910.14%0.26%0.31%Q1 2020Q3 202310
HC FINANCIAL ADVISORS INC 10100.00%0.02%0.04%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.06%0.11%0.18%Q1 2021Q3 202310
CALTON & ASSOCIATES, INC. 810.05%0.09%0.24%Q4 2017Q4 202210
QUEST CAPITAL MANAGEMENT INC /ADV 640.04%2.02%4.72%Q4 2018Q4 202110
BLUESTEIN R H & CO LLC 910.01%0.04%0.07%Q4 2019Q3 202210
ALERUS FINANCIAL NA 10100.08%0.10%0.12%Q2 2016Q3 201810
VALLEY WEALTH MANAGERS, INC. 640.00%0.00%0.00%Q2 2016Q3 202310
Gray Wealth Management Inc. 540.11%0.12%0.13%Q2 2021Q3 20239
Quaker Wealth Management, LLC 540.76%2.37%2.97%Q2 2020Q4 20229
American Money Management, LLC 990.19%0.22%0.24%Q3 2021Q3 20239
WEST PACES ADVISORS INC. 990.00%0.02%0.07%Q3 2021Q3 20239
Arlington Financial Advisors, LLC 810.19%0.23%0.36%Q2 2020Q4 20229
EVERGREEN CAPITAL MANAGEMENT LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Tenret Co LLC 993.40%3.63%3.73%Q2 2021Q2 20239
BANCORPSOUTH INC 990.04%0.07%0.08%Q3 2015Q3 20179
Claybrook Capital, LLC 990.03%0.12%0.15%Q4 2017Q4 20199
ROMAN BUTLER FULLERTON & CO 720.10%0.14%0.23%Q2 2021Q3 20239
FULLER & THALER ASSET MANAGEMENT, INC. 210.00%0.00%0.01%Q4 2015Q3 20239
Willow Creek Wealth Management Inc. 720.04%0.12%0.17%Q1 2018Q3 20239
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 990.11%0.40%0.75%Q4 2017Q4 20199
Eidelman Virant Capital 990.25%0.40%0.68%Q3 2020Q3 20229
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 990.27%0.41%0.96%Q4 2020Q4 20229
Five Oceans Advisors 990.42%0.60%0.96%Q3 2021Q3 20239
MEEDER ASSET MANAGEMENT INC 810.00%0.00%0.02%Q4 2018Q3 20229
Intellectus Partners, LLC 420.10%0.14%0.22%Q1 2018Q3 20239
Systelligence, LLC 540.32%0.97%1.90%Q4 2019Q2 20229
U.S. Capital Wealth Advisors, LLC 990.03%0.05%0.06%Q3 2021Q3 20239
Jasper Ridge Partners, L.P. 990.53%1.41%1.98%Q2 2020Q2 20229
Bellwether Advisors, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
West Oak Capital, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
ARS Wealth Advisors Group, LLC 991.53%2.09%2.44%Q3 2021Q3 20239
DAVIS R M INC 540.01%0.01%0.01%Q1 2021Q3 20239
Bromfield Sneider Wealth Advisors 992.89%3.70%4.50%Q4 2021Q4 20239
Stockman Wealth Management, Inc. 990.10%0.19%0.30%Q3 2016Q3 20189
STUDIO INVESTMENT MANAGEMENT LLC 990.09%4.01%5.39%Q3 2021Q3 20239
PFG Private Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Spectrum Management Group, LLC 990.00%0.01%0.02%Q4 2013Q4 20159
Vickerman Investment Advisors, Inc. 991.34%1.80%2.18%Q3 2021Q3 20239
INR ADVISORY SERVICES LLC 610.00%0.00%0.01%Q2 2013Q1 20179
Agate Pass Investment Management, LLC 990.39%0.42%0.45%Q4 2021Q4 20239
Professional Financial Advisors, LLC 990.01%0.02%0.02%Q3 2020Q3 20229
DIVIDEND ASSETS CAPITAL, LLC 720.00%0.00%0.00%Q2 2019Q2 20229
Savior LLC 990.00%0.03%0.25%Q4 2019Q4 20219
Fieldpoint Private Securities, LLC 990.09%0.22%0.38%Q2 2020Q2 20229
Destiny Wealth Partners, LLC 990.02%0.06%0.07%Q3 2021Q3 20239
TCG Advisory Services, LLC 510.05%0.78%1.47%Q1 2021Q3 20239
DAGCO, INC. 990.13%0.17%0.18%Q1 2021Q1 20239
Bickling Financial Services, Inc. 990.63%0.72%0.78%Q4 2020Q4 20229
Stearns Financial Services Group 990.00%0.00%0.00%Q3 2018Q3 20209
GODSEY & GIBB, INC 630.04%0.12%0.28%Q4 2020Q3 20239
Kore Private Wealth LLC 520.00%0.06%0.16%Q4 2018Q1 20229
BancFirst Trust & Investment Management 993.13%4.14%5.11%Q4 2021Q4 20239
Advisory Alpha, LLC 310.00%0.01%0.03%Q2 2018Q3 20239
Bridgewater Wealth & Financial Management, LLC 630.08%0.09%0.10%Q4 2014Q2 20179
WOLFF WIESE MAGANA LLC 990.02%0.02%0.02%Q1 2021Q1 20239
Advisory Services & Investments, LLC 810.17%4.52%8.39%Q1 2021Q2 20239
OPTIMUM INVESTMENT ADVISORS 990.00%0.00%0.00%Q1 2018Q1 20209
CAPITAL ONE FINANCIAL CORP 990.11%0.17%0.23%Q1 2020Q1 20229
Liberty Capital Management, Inc. 610.06%0.15%0.44%Q1 2020Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.01%0.07%0.13%Q3 2021Q3 20239
Polaris Wealth Advisory Group, LLC 420.00%0.09%0.38%Q2 2013Q3 20239
Jordan Park Group LLC 540.04%0.13%0.24%Q4 2017Q1 20209
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.08%Q2 2013Q2 20159
EDMOND DE ROTHSCHILD HOLDING S.A. 630.00%0.01%0.03%Q1 2017Q4 20229
Balentine LLC 540.00%0.00%0.00%Q3 2019Q3 20239
Almanack Investment Partners, LLC. 710.04%0.49%1.79%Q4 2017Q2 20229
Dentgroup LLC 991.13%1.62%1.92%Q4 2021Q4 20239
CPWM, LLC 410.08%0.10%0.14%Q4 2018Q3 20229
DIMENSION CAPITAL MANAGEMENT LLC 810.04%0.10%0.25%Q2 2020Q2 20239
DOPKINS WEALTH MANAGEMENT, LLC 880.36%0.47%0.58%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.88%0.92%0.98%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 880.46%0.76%1.08%Q4 2021Q3 20238
Concert Wealth Management Inc. 440.02%0.07%0.25%Q3 2013Q2 20178
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
MRA Advisory Group 622.31%2.79%3.08%Q3 2021Q3 20238
InterOcean Capital Group, LLC 880.01%0.16%0.24%Q4 2021Q3 20238
Rise Advisors, LLC 880.17%0.52%0.79%Q4 2021Q3 20238
Baron Financial Group, LLC 880.09%0.10%0.10%Q3 2020Q2 20228
RS CRUM INC. 880.27%0.55%0.86%Q4 2021Q3 20238
CORNERCAP INVESTMENT COUNSEL INC 710.03%0.09%0.14%Q2 2013Q4 20208
Wealthstream Advisors, Inc. 880.25%0.38%0.49%Q4 2021Q3 20238
Jaffetilchin Investment Partners, LLC 710.03%0.41%0.66%Q3 2017Q1 20218
Running Point Capital Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
SPC Financial, Inc. 411.93%2.06%2.22%Q4 2016Q2 20218
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q2 20238
Integrated Wealth Management 440.11%0.17%0.20%Q1 2015Q1 20178
SYSTEMATIC FINANCIAL MANAGEMENT LP 410.00%0.00%0.01%Q4 2018Q3 20238
Index Fund Advisors, Inc. 880.17%0.25%0.50%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.03%0.04%0.04%Q2 2013Q1 20158
Claraphi Advisory Network, LLC 710.00%0.35%0.75%Q3 2019Q3 20228
Ruggie Capital Group 610.00%0.01%0.08%Q2 2016Q4 20188
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q3 2013Q2 20158
Foresight Wealth Management, LLC 710.07%0.35%0.57%Q4 2018Q4 20208
Doyle Wealth Management 510.02%0.02%0.02%Q4 2018Q3 20228
OXFORD FINANCIAL GROUP, LTD. LLC 510.00%0.01%0.01%Q4 2020Q3 20238
Harborview Advisors, LLC 880.16%0.48%0.62%Q4 2019Q3 20218
One Capital Management, LLC 880.02%0.06%0.11%Q2 2021Q1 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 880.96%1.36%1.61%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.08%0.13%0.19%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.72%0.94%1.06%Q4 2021Q3 20238
McCarthy Grittinger Financial Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Stephens Consulting, LLC 880.13%0.20%0.28%Q4 2021Q3 20238
Summit Trail Advisors, LLC 410.01%0.07%0.17%Q1 2021Q3 20238
ETFIDEA, LLC 882.70%2.92%3.03%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.19%0.22%0.25%Q4 2021Q3 20238
Warwick Investment Management, Inc. 880.09%0.10%0.13%Q4 2021Q3 20238
WARNER FINANCIAL, INC 881.25%1.47%1.66%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.15%0.28%0.46%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.13%0.21%0.45%Q4 2021Q3 20238
Tillar-Wenstrup Advisors, LLC 411.18%1.73%2.58%Q1 2018Q4 20228
Essex Savings Bank 530.10%0.14%0.17%Q4 2018Q2 20218
MAYPORT, LLC 881.49%1.83%2.07%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.64%0.72%0.83%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.07%0.10%0.15%Q4 2021Q3 20238
Aspire Wealth Management Corp 883.22%3.55%3.97%Q4 2021Q3 20238
Brooklyn FI, LLC 883.53%5.97%8.21%Q4 2021Q3 20238
Alpha Cubed Investments, LLC 530.02%0.03%0.04%Q2 2019Q2 20218
Schrum Private Wealth Management LLC 880.22%0.26%0.28%Q4 2021Q3 20238
Ascent Group, LLC 880.22%0.41%0.68%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.34%0.56%0.84%Q4 2021Q3 20238
Quent Capital, LLC 880.98%1.11%1.21%Q4 2021Q3 20238
Guidant Wealth Advisors 440.40%1.87%2.71%Q3 2016Q3 20198
Forum Financial Management, LP 880.16%0.29%0.42%Q4 2021Q3 20238
BigSur Wealth Management LLC 880.25%0.97%1.46%Q4 2021Q3 20238
Family CFO Inc 887.80%8.35%9.12%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 880.27%0.39%0.57%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.22%0.30%0.50%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.06%0.08%0.09%Q4 2021Q3 20238
Forbes Financial Planning, Inc. 880.54%0.65%0.76%Q4 2021Q3 20238
HB Wealth Management, LLC 880.10%0.12%0.16%Q4 2021Q3 20238
Ellis Investment Partners, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
ADAMSBROWN WEALTH CONSULTANTS LLC 880.15%0.22%0.34%Q4 2021Q3 20238
HFG Advisors, Inc. 882.88%4.02%4.61%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
City State Bank 880.95%1.00%1.06%Q4 2021Q3 20238
Windsor Creek Advisors, LLC 510.05%0.40%1.73%Q3 2019Q4 20218
Red Tortoise LLC 440.23%0.49%0.75%Q3 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.16%0.87%Q3 2020Q3 20238
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 880.07%0.16%0.26%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.14%0.19%0.24%Q4 2021Q3 20238
Axiom Advisory, LLC 882.71%2.92%3.06%Q4 2021Q3 20238
Fairhaven Wealth Management, LLC 620.09%0.11%0.12%Q3 2021Q3 20238
DRAVO BAY LLC 880.88%0.97%1.04%Q4 2021Q3 20238
Unconventional Investor, LLC 880.42%0.47%0.54%Q4 2021Q3 20238
BlueSky Wealth Advisors, LLC 880.05%0.32%0.45%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.02%0.10%0.18%Q4 2021Q3 20238
Chemistry Wealth Management LLC 880.23%1.42%1.73%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 881.02%1.10%1.18%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.99%1.06%1.16%Q4 2021Q3 20238
Operose Advisors LLC 880.11%0.16%0.24%Q4 2021Q3 20238
Insight Inv LLC 880.13%0.14%0.16%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.21%0.43%0.75%Q4 2021Q3 20238
Echo45 Advisors LLC 880.66%1.48%1.89%Q4 2021Q3 20238
Frontier Wealth Management LLC 710.02%0.03%0.04%Q4 2015Q4 20198
WealthCare Investment Partners, LLC 881.66%2.30%3.19%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 882.07%2.29%2.43%Q4 2021Q3 20238
Stone Point Wealth LLC 880.82%1.51%1.99%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.31%0.40%0.56%Q4 2021Q3 20238
TrueWealth Financial Partners 8810.32%10.68%11.15%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.96%1.24%1.43%Q4 2021Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 710.00%0.00%0.00%Q3 2019Q1 20228
SC&H Financial Advisors, Inc. 880.39%0.55%0.83%Q4 2021Q3 20238
Ervin Investment Management, LLC 881.63%2.30%2.82%Q4 2021Q3 20238
Eagle Strategies LLC 881.27%2.32%5.83%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 881.36%1.49%1.71%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.31%0.37%0.43%Q4 2021Q3 20238
OLIO Financial Planning 882.46%2.88%3.26%Q4 2021Q3 20238
MAS Advisors LLC 881.26%2.11%3.08%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 881.55%1.79%2.01%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 880.41%1.00%3.01%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.73%0.85%1.00%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.68%1.00%1.80%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
GPWM LLC 883.90%4.88%5.96%Q4 2021Q3 20238
American Trust 880.02%0.05%0.08%Q4 2021Q3 20238
Benchmark Wealth Management, LLC 880.14%0.17%0.20%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.36%0.40%0.53%Q4 2021Q3 20238
HBW ADVISORY SERVICES LLC 710.07%0.26%0.84%Q4 2020Q4 20228
Consilium Wealth Advisory, LLC 880.22%0.27%0.32%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.78%0.98%1.32%Q4 2021Q3 20238
Wedmont Private Capital 880.25%0.33%0.51%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.02%0.04%0.06%Q4 2019Q3 20218
MOTCO 510.00%0.00%0.00%Q3 2018Q4 20228
KEB ASSET MANAGEMENT, LLC 880.41%0.59%0.84%Q4 2021Q3 20238
OPTIONS SOLUTIONS, LLC 880.32%0.38%0.45%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.11%0.15%0.21%Q4 2021Q3 20238
Noven Financial Group, Inc. 411.06%5.61%10.61%Q4 2014Q4 20178
Washington Trust Advisors, Inc. 880.05%0.09%0.14%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.40%0.59%0.70%Q1 2021Q3 20238
MBB PUBLIC MARKETS I LLC 880.63%1.22%1.80%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 881.63%2.12%2.50%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Holland Advisory Services, Inc. 880.30%1.65%3.77%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.06%0.07%0.08%Q3 2021Q3 20238
USCA RIA LLC 420.02%0.03%0.04%Q2 2018Q2 20218
Topel & Distasi Wealth Management, LLC 880.39%0.51%0.56%Q4 2021Q3 20238
Level Financial Advisors 880.61%1.35%2.20%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Eagle Bay Advisors LLC 880.01%0.08%0.24%Q4 2021Q3 20238
NewEdge Wealth, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
JCIC Asset Management Inc. 880.01%0.01%0.01%Q3 2014Q2 20168
Canvas Wealth Advisors, LLC 880.20%0.22%0.24%Q1 2021Q4 20228
Capital Advisory Group Advisory Services, LLC 880.01%0.01%0.02%Q2 2018Q1 20208
FOUNDERS FINANCIAL SECURITIES LLC 530.05%0.63%2.73%Q4 2016Q3 20238
TCTC Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
South Shore Capital Advisors 880.33%0.66%0.86%Q4 2020Q3 20228
Hackensack Meridian Health, Inc. 8818.47%23.65%26.42%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.07%0.08%0.09%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.31%0.38%0.48%Q4 2021Q3 20238
SITTNER & NELSON, LLC 880.09%0.10%0.11%Q4 2021Q3 20238
WEALTH ADVISORS, INC. 440.08%0.09%0.11%Q2 2021Q3 20238
EverSource Wealth Advisors, LLC 880.26%0.54%0.93%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 430.01%0.04%0.07%Q4 2017Q4 20227
SJS Investment Consulting Inc. 520.02%0.10%0.21%Q4 2021Q3 20237
NewSquare Capital LLC 410.00%0.00%0.01%Q1 2014Q3 20237
Total Clarity Wealth Management, Inc. 770.18%0.22%0.25%Q1 2022Q3 20237
Buffington Mohr McNeal 771.49%1.61%1.74%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.14%0.15%0.17%Q4 2021Q3 20237
Glovista Investments LLC 310.04%0.92%3.89%Q2 2014Q2 20237
VICUS CAPITAL 610.16%0.24%0.28%Q4 2013Q2 20217
PROFFITT & GOODSON INC 770.04%0.05%0.05%Q1 2022Q3 20237
ADVISORY RESEARCH INC 770.01%0.03%0.06%Q2 2018Q4 20197
Golden State Wealth Management, LLC 310.03%0.04%0.05%Q1 2019Q1 20227
FLAGSTAR ADVISORS INC 610.02%0.16%0.19%Q3 2021Q3 20237
Wescott Financial Advisory Group, LLC 770.18%0.27%0.46%Q1 2022Q3 20237
Safeguard Financial, LLC 770.43%3.11%4.78%Q1 2022Q3 20237
Cypress Wealth Services, LLC 520.07%0.16%0.23%Q4 2017Q1 20217
1832 Asset Management L.P. 770.00%0.05%0.09%Q1 2022Q3 20237
Enterprise Trust & Investment Co 610.02%0.02%0.02%Q2 2020Q2 20227
GIRARD SECURITIES, INC. 770.21%0.31%0.37%Q4 2015Q2 20177
CSM Advisors, LLC 770.20%0.25%0.32%Q1 2022Q3 20237
BKS ADVISORS, LLC 770.08%1.20%1.75%Q2 2016Q4 20177
TCF National Bank 770.04%0.05%0.06%Q3 2019Q1 20217
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
SAX WEALTH ADVISORS, LLC 610.05%0.09%0.18%Q4 2020Q3 20237
ADVISOR PARTNERS LLC 770.04%0.04%0.05%Q4 2020Q2 20227
SCHRODERS IS Ltd 310.04%1.07%6.99%Q1 2017Q3 20197
Cahill Wealth Management, LLC 770.27%0.35%0.45%Q1 2022Q3 20237
THEORY FINANCIAL LLC 432.13%2.32%2.52%Q4 2021Q3 20237
Transamerica Financial Advisors, Inc. 210.00%0.03%0.22%Q1 2015Q3 20237
Rockbridge Investment Management, LCC 771.23%1.37%1.45%Q2 2020Q4 20217
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Covington Capital Management 610.00%0.00%0.01%Q1 2020Q3 20227
ANGELES WEALTH MANAGEMENT, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Beaumont Asset Management, L.L.C. 771.30%2.27%2.99%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 510.01%0.02%0.02%Q2 2013Q4 20227
Zions Bancorporation 610.01%0.04%0.07%Q3 2016Q3 20187
NOVARE CAPITAL MANAGEMENT LLC 770.04%0.05%0.05%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Lionsbridge Wealth Management LLC 771.95%2.30%2.56%Q4 2020Q2 20227
Amplius Wealth Advisors, LLC 610.01%0.30%1.82%Q4 2021Q3 20237
Athena Investment Management 770.23%0.24%0.27%Q1 2022Q3 20237
O'ROURKE & COMPANY, Inc 770.24%0.71%0.98%Q1 2022Q3 20237
SILVERLAKE WEALTH MANAGEMENT LLC 770.21%0.37%0.47%Q1 2022Q3 20237
Investors Financial Group, LLC 770.23%0.24%0.26%Q2 2020Q4 20217
ALBION FINANCIAL GROUP /UT 770.00%0.00%0.00%Q1 2022Q3 20237
Paragon Advisors, LLC 771.13%6.24%13.14%Q4 2020Q2 20227
Laidlaw Wealth Management LLC 510.06%0.08%0.18%Q4 2019Q4 20227
TimeScale Financial, Inc. 410.00%0.01%0.01%Q2 2019Q4 20227
Q3 Asset Management 322.17%4.06%5.82%Q4 2020Q1 20237
Sepio Capital, LP 771.55%1.89%2.80%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Strategies Wealth Advisors, LLC 434.33%4.59%4.76%Q4 2021Q3 20237
Alaska Wealth Advisors 430.02%0.03%0.04%Q1 2021Q3 20237
Ironsides Asset Advisors, LLC 430.10%0.11%0.13%Q1 2018Q4 20197
Kerntke Otto McGlone Wealth Management Group 770.94%1.06%1.18%Q4 2019Q2 20217
RHS Financial, LLC 510.16%0.30%0.43%Q4 2018Q3 20237
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
BTS Asset Management, Inc. 410.35%10.04%64.50%Q1 2020Q3 20237
Accredited Investors Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.09%0.16%0.32%Q2 2013Q4 20147
Hoover Financial Advisors, Inc. 770.10%0.16%0.30%Q4 2019Q2 20217
Compagnie Lombard Odier SCmA 770.00%0.00%0.00%Q2 2015Q4 20167
CONCORD ASSET MANAGEMENT LLC 775.39%5.60%5.90%Q2 2013Q4 20147
FLOW TRADERS U.S. LLC 310.03%0.05%0.14%Q1 2014Q3 20237
AMERICAN NATIONAL BANK 520.00%0.01%0.02%Q4 2021Q3 20237
Forest Hill Capital, LLC 770.28%0.44%0.57%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.18%0.19%0.21%Q1 2022Q3 20237
Lokken Investment Group LLC 771.45%1.58%1.66%Q1 2022Q3 20237
MorganRosel Wealth Management, LLC 771.31%2.15%2.42%Q1 2022Q3 20237
Independent Advisor Alliance 610.07%0.14%0.50%Q4 2019Q3 20237
Semmax Financial Advisors Inc. 770.00%0.01%0.02%Q4 2018Q2 20207
Minot Wealth Management LLC 770.06%0.07%0.10%Q4 2020Q2 20227
Next Level Private LLC 520.19%0.40%1.53%Q4 2021Q3 20237
University of Maryland Foundation, Inc. 776.25%13.66%17.40%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.14%0.17%0.19%Q1 2022Q3 20237
Jackson Creek Investment Advisors LLC 430.07%0.15%0.26%Q1 2021Q3 20237
Edge Advisors, LLC 770.06%0.08%0.09%Q4 2016Q2 20187
Fisher Asset Management, LLC 310.00%0.00%0.00%Q4 2017Q1 20227
KANAWHA CAPITAL MANAGEMENT LLC 770.03%0.03%0.03%Q1 2022Q3 20237
Investment Advisory Group, LLC 430.11%0.13%0.15%Q4 2021Q3 20237
FIDUCIENT ADVISORS LLC 610.08%0.11%0.26%Q4 2020Q3 20227
Cardinal Strategic Wealth Guidance 770.02%0.02%0.02%Q1 2022Q3 20237
Fort Point Capital Partners LLC 520.03%0.08%0.14%Q1 2017Q1 20227
CADENCE BANK NA 770.07%0.07%0.08%Q4 2020Q2 20227
Yellowstone Partners, LLC 520.17%0.65%1.42%Q3 2015Q4 20177
MONEY CONCEPTS CAPITAL CORP 520.01%0.01%0.05%Q4 2020Q4 20227
Qube Research & Technologies Ltd 410.00%0.02%0.17%Q4 2019Q1 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.56%0.76%0.88%Q1 2022Q3 20237
Huntington Steele LLC 770.26%0.28%0.29%Q2 2013Q4 20147
SILVER OAK SECURITIES, INCORPORATED 770.32%0.39%0.44%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 770.03%0.06%0.11%Q4 2016Q2 20187
Investments & Financial Planning, LLC 433.71%4.53%5.16%Q4 2021Q3 20237
Seelaus Asset Management LLC 770.14%0.15%0.17%Q4 2020Q2 20227
QUATTRO FINANCIAL ADVISORS LLC 770.40%2.14%3.11%Q3 2021Q1 20237
Keystone Wealth Services, LLC 430.08%0.10%0.14%Q4 2021Q3 20237
PINNACLE ASSOCIATES LTD 430.00%0.01%0.01%Q3 2021Q3 20237
Allegis Investment Advisors, LLC 610.04%0.47%1.41%Q4 2015Q1 20187
Truvestments Capital LLC 210.00%0.06%0.18%Q2 2018Q3 20226
TWIN CAPITAL MANAGEMENT INC 660.37%0.54%0.68%Q2 2013Q3 20146
B&D White Capital Company, LLC 660.73%0.89%1.10%Q4 2020Q1 20226
Greenspring Advisors, LLC 660.21%0.25%0.27%Q4 2021Q1 20236
L & S Advisors Inc 660.26%0.35%0.42%Q3 2016Q4 20176
KMS FINANCIAL SERVICES, INC 660.26%0.33%0.43%Q2 2013Q3 20146
WestHill Financial Advisors, Inc. 420.00%0.00%0.00%Q4 2020Q2 20226
Ten Capital Wealth Advisors, LLC 510.00%0.43%0.94%Q3 2020Q3 20226
Sage Capital Advisors,llc 410.07%0.08%0.09%Q2 2021Q3 20236
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q2 20236
JT Stratford LLC 660.15%0.20%0.22%Q2 2022Q3 20236
Choate Investment Advisors 660.00%0.00%0.00%Q4 2020Q1 20226
JEPPSON WEALTH MANAGEMENT, LLC 510.10%0.11%0.12%Q3 2020Q1 20226
RGT Wealth Advisors, LLC 420.00%0.05%0.14%Q4 2016Q3 20226
King Wealth Management Group 330.04%0.11%0.19%Q1 2014Q3 20236
Keebeck Wealth Management, LLC 210.03%0.04%0.06%Q4 2019Q1 20226
Walkner Condon Financial Advisors LLC 660.12%0.51%0.65%Q2 2022Q3 20236
Canal Capital Management, LLC 660.14%0.17%0.20%Q2 2022Q3 20236
Border to Coast Pensions Partnership Ltd 420.35%1.23%2.07%Q2 2021Q1 20236
Boston Partners 210.00%0.00%0.00%Q2 2020Q4 20226
Atlas Private Wealth Advisors 660.07%0.08%0.09%Q2 2020Q3 20216
Shamrock Asset Management LLC 510.00%0.01%0.05%Q2 2017Q3 20196
Princeton Global Asset Management LLC 660.00%0.18%0.24%Q4 2018Q1 20206
OLD SECOND NATIONAL BANK OF AURORA 330.00%0.00%0.00%Q1 2021Q3 20226
GREENUP STREET WEALTH MANAGEMENT LLC 660.24%0.37%0.56%Q2 2022Q3 20236
KRAFT ASSET MANAGEMENT, LLC 661.09%1.39%1.62%Q2 2022Q3 20236
BARNES PETTEY FINANCIAL ADVISORS, LLC 660.26%0.30%0.36%Q2 2022Q3 20236
AT Bancorp 660.03%0.04%0.07%Q4 2017Q1 20196
Weitzel Financial Services, Inc. 660.49%0.59%0.74%Q2 2022Q3 20236
Prostatis Group LLC 510.02%0.26%0.41%Q4 2020Q2 20236
Bowman & Co S.C. 420.39%0.54%0.66%Q1 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Hennion & Walsh Asset Management, Inc. 660.02%0.02%0.02%Q4 2021Q1 20236
Convergent Wealth Advisors 510.14%0.25%0.34%Q4 2013Q2 20156
WealthPLAN Partners, LLC 210.00%0.01%0.01%Q2 2015Q2 20236
Stone Asset Management Inc. 663.40%4.12%4.45%Q4 2021Q1 20236
Laurel Wealth Planning LLC 660.07%0.08%0.10%Q3 2021Q4 20226
PagnatoKarp Partners LLC 660.86%1.85%3.27%Q4 2018Q1 20206
MARINO, STRAM & ASSOCIATES LLC 660.01%0.02%0.03%Q4 2017Q1 20196
UBS AG 660.04%0.05%0.06%Q2 2013Q3 20146
Squar Milner Financial Services LLC 420.00%0.00%0.00%Q3 2018Q1 20206
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 420.04%0.05%0.08%Q2 2021Q3 20236
SHELTON CAPITAL MANAGEMENT 660.01%0.01%0.02%Q1 2022Q2 20236
RESOURCES MANAGEMENT CORP /CT/ /ADV 310.00%0.00%0.00%Q3 2018Q2 20226
PETTYJOHN, WOOD & WHITE, INC 660.08%0.08%0.08%Q2 2022Q3 20236
Kohmann Bosshard Financial Services, LLC 662.28%2.40%2.53%Q2 2022Q3 20236
Landmark Wealth Management, LLC 310.52%1.09%1.23%Q4 2021Q3 20236
Gryphon Financial Partners LLC 510.00%0.13%0.20%Q4 2017Q2 20226
Concorde Asset Management, LLC 420.16%1.15%5.44%Q1 2016Q2 20196
Stifel Trust Company, N.A. 660.02%0.02%0.02%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.01%Q2 2013Q3 20146
WEST BANCORPORATION INC 420.01%0.04%0.12%Q2 2020Q3 20226
55I, LLC 660.03%0.05%0.09%Q2 2021Q3 20226
Johnson Financial Group, LLC 310.16%0.21%0.29%Q4 2016Q1 20196
Tradewinds Capital Management, LLC 210.00%0.01%0.02%Q4 2013Q4 20186
Parisi Gray Wealth Management 510.00%0.00%0.02%Q1 2018Q2 20216
Providence Capital Advisors, LLC 510.00%0.00%0.00%Q4 2018Q4 20206
Santori & Peters, Inc. 660.26%0.30%0.34%Q4 2017Q1 20196
Gemmer Asset Management LLC 510.00%0.00%0.00%Q1 2014Q1 20226
LCNB CORP 660.17%0.24%0.53%Q3 2018Q4 20196
Bell Bank 660.15%0.16%0.17%Q3 2014Q4 20156
Morton Capital Management LLC/CA 660.12%0.13%0.14%Q2 2022Q3 20236
BECK CAPITAL MANAGEMENT, LLC 660.72%1.34%2.19%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ATWOOD & PALMER INC 330.00%0.00%0.00%Q3 2018Q1 20226
Elmwood Wealth Management, Inc. 510.01%0.01%0.01%Q1 2018Q1 20206
CAMBRIDGE TRUST CO 660.00%0.00%0.01%Q4 2021Q1 20236
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q2 2022Q3 20236
Mayflower Financial Advisors, LLC 660.04%0.05%0.05%Q4 2020Q1 20226
Willis Investment Counsel 660.18%0.26%0.29%Q2 2022Q3 20236
Verity Asset Management, Inc. 510.31%1.60%2.95%Q1 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
TOTAL INVESTMENT MANAGEMENT INC 660.04%1.50%8.38%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Quantum Financial Advisors, LLC 660.17%0.26%0.34%Q2 2022Q3 20236
Lansing Street Advisors 662.84%3.17%3.45%Q1 2022Q2 20236
Allianz Asset Management GmbH 660.00%0.03%0.06%Q1 2021Q2 20226
Fiduciary Planning LLC 320.01%0.17%0.42%Q4 2019Q1 20215
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
SVB Investment Services Inc. 550.02%0.06%0.21%Q4 2019Q4 20205
Derbend Asset Management 550.26%0.27%0.29%Q3 2022Q3 20235
Aureus Asset Management, LLC 550.04%0.04%0.04%Q4 2016Q4 20175
Karp Capital Management Corp 410.07%0.26%0.96%Q4 2014Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.03%Q4 2016Q4 20175
FOUNDERS BANK & TRUST 550.04%0.04%0.04%Q4 2013Q4 20145
RELIANCE TRUST CO OF DELAWARE 550.04%0.04%0.04%Q3 2016Q3 20175
FSM Wealth Advisors, LLC 550.14%0.18%0.23%Q3 2022Q3 20235
Pinnacle Family Advisors, LLC 215.33%7.92%10.39%Q4 2016Q3 20185
Apeiron RIA LLC 410.10%0.13%0.13%Q2 2022Q3 20235
Robertson Stephens Wealth Management, LLC 550.02%0.07%0.13%Q1 2021Q1 20225
SHEPHERD KAPLAN KROCHUK, LLC 550.14%0.60%1.18%Q2 2018Q2 20195
MOTIVE WEALTH ADVISORS 550.21%0.51%0.80%Q2 2021Q2 20225
Elite Wealth Management, Inc. 410.03%0.73%2.09%Q4 2013Q3 20155
RONALD BLUE & CO LLC 550.01%0.01%0.01%Q2 2016Q2 20175
AVIANCE CAPITAL MANAGEMENT, LLC 550.01%0.03%0.05%Q3 2015Q3 20165
W.H. Cornerstone Investments Inc. 550.20%0.21%0.23%Q3 2022Q3 20235
GoalVest Advisory LLC 110.00%0.01%0.01%Q4 2020Q3 20235
ALESCO ADVISORS LLC 410.04%0.04%0.04%Q1 2017Q3 20235
REDMONT WEALTH ADVISORS LLC 550.36%0.37%0.38%Q4 2021Q4 20225
Lantz Financial LLC 550.24%0.55%0.84%Q3 2022Q3 20235
Householder Group Estate & Retirement Specialist, LLC 210.02%0.21%0.89%Q4 2021Q3 20235
Paradigm Financial Partners, LLC 550.14%0.21%0.29%Q1 2019Q1 20205
Quadrant Capital Management, LLC 552.22%2.50%2.79%Q4 2018Q4 20195
Marquette Asset Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Intelligence Driven Advisers, LLC 550.19%0.21%0.25%Q4 2018Q4 20195
KING LUTHER CAPITAL MANAGEMENT CORP 550.00%0.01%0.02%Q2 2021Q2 20225
Resource Planning Group 410.14%0.20%0.24%Q1 2021Q2 20235
Pflug Koory, LLC 550.23%0.24%0.25%Q2 2022Q2 20235
BlueCrest Capital Management Ltd 210.00%0.13%0.50%Q3 2020Q2 20235
Capasso Planning Partners LLC 550.26%0.33%0.39%Q3 2022Q3 20235
Sonora Investment Management, LLC 210.00%0.00%0.00%Q3 2017Q3 20205
Columbia Asset Management 550.05%0.05%0.06%Q3 2022Q3 20235
Crescent Grove Advisors, LLC 320.03%0.04%0.07%Q2 2017Q2 20225
Global Wealth Strategies & Associates 550.01%0.01%0.02%Q4 2022Q4 20235
Graypoint LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Sowa Financial Group, Inc. 550.01%0.01%0.02%Q4 2019Q4 20205
NorthLanding Financial Partners, LLC 551.90%2.08%2.22%Q3 2022Q3 20235
Anfield Capital Management, LLC 550.03%0.14%0.18%Q4 2019Q4 20205
LIBRA WEALTH LLC 550.02%0.25%0.31%Q3 2022Q3 20235
DEFINED WEALTH MANAGEMENT, LLC 410.05%0.40%1.18%Q4 2020Q3 20235
Abacus Wealth Partners, LLC 550.36%0.53%0.79%Q4 2020Q4 20215
WILLNER & HELLER, LLC 550.99%1.00%1.03%Q4 2021Q4 20225
Paulson Wealth Management Inc. 210.06%0.49%1.13%Q4 2017Q3 20235
FULTON BANK, N.A. 550.02%0.05%0.05%Q4 2022Q4 20235
Coppell Advisory Solutions LLC 410.07%0.09%0.12%Q4 2020Q3 20235
Diversified, LLC 550.12%0.14%0.18%Q3 2022Q3 20235
EPG Wealth Management LLC 320.00%0.11%0.38%Q4 2019Q3 20235
Charles Schwab Investment Advisory, Inc. 110.00%0.01%0.02%Q4 2013Q2 20195
Wellspring Financial Advisors, LLC 550.10%0.14%0.16%Q1 2020Q1 20215
Argentus Capital Management, LLC 550.00%0.01%0.03%Q3 2015Q3 20165
Secure Asset Management, LLC 320.08%0.21%0.33%Q2 2021Q1 20235
FORVIS Wealth Advisors, LLC 410.01%0.01%0.01%Q2 2021Q1 20235
Capstone Triton Financial Group, LLC 410.16%0.50%1.33%Q4 2020Q1 20225
Paracle Advisors, LLC 550.22%0.25%0.28%Q1 2020Q1 20215
Aberdeen Wealth Management LLC 550.02%0.02%0.03%Q1 2022Q1 20235
WELCH & FORBES LLC 320.00%0.00%0.01%Q4 2019Q3 20215
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
Gupta Wealth Management LLC 550.06%0.07%0.08%Q1 2015Q1 20165
WASHINGTON TRUST BANK 410.00%0.03%0.05%Q2 2016Q3 20185
Von Berge Wealth Management Group, LLC 310.17%0.20%0.22%Q4 2021Q2 20235
Covenant Multifamily Offices, LLC 310.01%0.53%0.96%Q1 2019Q4 20205
Fusion Investment Group, LLC 410.01%0.05%0.08%Q4 2013Q2 20155
Tarbox Family Office, Inc. 320.00%0.00%0.00%Q4 2017Q4 20195
AllSquare Wealth Management LLC 210.00%0.01%0.04%Q4 2014Q1 20225
CM WEALTH ADVISORS LLC 320.10%0.13%0.16%Q2 2022Q3 20235
Ameritas Investment Partners, Inc. 320.00%0.00%0.00%Q2 2019Q4 20215
L. Roy Papp & Associates, LLP 310.02%0.03%0.03%Q2 2019Q4 20215
Annex Advisory Services, LLC 550.02%0.02%0.04%Q2 2022Q2 20235
Portfolio Solutions, LLC 550.00%0.01%0.01%Q1 2017Q1 20185
Stonebridge Financial Planning Group, LLC 210.02%0.10%0.21%Q4 2019Q3 20235
BEAM WEALTH ADVISORS, INC. 410.22%0.24%0.25%Q4 2019Q3 20215
Arcus Capital Partners, LLC 320.08%0.09%0.11%Q2 2018Q3 20195
HOWE & RUSLING INC 210.00%0.17%0.82%Q4 2014Q3 20185
Claro Advisors LLC 320.05%0.07%0.08%Q4 2021Q3 20235
BRANDES INVESTMENT PARTNERS, LP 210.00%0.04%0.08%Q4 2021Q3 20235
Compass Financial Group, INC/SD 550.23%0.25%0.27%Q4 2022Q4 20235
ACG Wealth 410.00%0.05%0.09%Q1 2019Q2 20225
PACIFIC FINANCIAL GROUP INC 410.00%0.24%0.30%Q1 2019Q3 20205
Opal Wealth Advisors, LLC 410.18%2.98%13.93%Q1 2022Q3 20235
TWO SIGMA SECURITIES, LLC 210.01%0.17%0.40%Q3 2016Q1 20235
TNF LLC 550.10%0.10%0.10%Q3 2021Q3 20225
Wagner Wealth Management, LLC 410.00%0.08%0.10%Q4 2017Q1 20215
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 551.28%1.40%1.49%Q4 2021Q4 20225
RITHOLTZ WEALTH MANAGEMENT 410.01%0.01%0.02%Q3 2021Q4 20225
FineMark National Bank & Trust 550.00%0.00%0.00%Q2 2013Q2 20145
Clear Perspectives Financial Planning, LLC 550.02%0.02%0.03%Q1 2021Q1 20225
Performa Ltd (US), LLC 210.02%0.69%2.63%Q3 2020Q3 20235
Colonial Trust Co / SC 550.06%0.06%0.07%Q3 2022Q3 20235
Dorsey Wright & Associates 553.10%7.23%10.12%Q2 2013Q2 20145
ADVISOR PARTNERS II, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
General Partner, Inc. 552.60%2.70%2.86%Q4 2022Q4 20235
ARGENT TRUST COMPANY, N.A. 440.58%0.69%0.81%Q2 2014Q1 20154
Venturi Wealth Management, LLC 310.00%0.04%0.17%Q4 2019Q3 20234
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
Ridgewood Investments LLC 440.13%0.16%0.18%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.04%0.06%0.10%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.13%0.16%0.21%Q4 2017Q3 20184
Hamilton Capital, LLC 440.02%0.02%0.02%Q3 2021Q2 20224
Geneva Partners, LLC 440.24%0.26%0.28%Q4 2020Q3 20214
US FINANCIAL ADVISORS, LLC 220.19%1.53%3.07%Q1 2016Q1 20214
Leucadia National 440.01%0.01%0.02%Q4 2022Q3 20234
True North Advisors, LLC 440.05%0.14%0.23%Q4 2021Q3 20224
First Personal Financial Services 310.00%0.00%0.01%Q4 2019Q1 20234
Belvedere Trading LLC 220.00%0.00%0.00%Q2 2023Q3 20234
Crewe Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Barber Financial Group, Inc. 440.06%0.11%0.15%Q4 2016Q3 20174
Sequoia Wealth Management, LLC 440.22%0.35%0.64%Q4 2018Q3 20194
Friedenthal Financial 440.40%0.43%0.46%Q2 2022Q1 20234
Windsor Advisory Group, LLC 441.03%1.08%1.15%Q4 2022Q3 20234
Stewardship Financial Advisors, LLC 210.00%0.00%0.00%Q1 2019Q1 20214
Heritage Wealth Advisors 210.00%0.00%0.01%Q3 2018Q2 20224
Advocacy Wealth Management Services, LLC 220.17%1.11%2.64%Q2 2013Q1 20164
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q3 2014Q2 20174
Evolution Wealth Advisors, LLC 440.25%0.28%0.31%Q4 2022Q3 20234
ELEMENT POINTE ADVISORS, LLC 440.19%0.20%0.20%Q1 2019Q4 20194
Salomon & Ludwin, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Braver Wealth Management, LLC 440.04%0.05%0.06%Q1 2016Q4 20164
MA Private Wealth 440.33%0.75%1.36%Q4 2018Q3 20194
Nalls Sherbakoff Group, LLC 310.01%0.01%0.01%Q4 2018Q3 20234
My Legacy Advisors, LLC 440.10%0.30%0.60%Q1 2022Q4 20224
Lake Point Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20224
Trek Financial, LLC 440.22%0.26%0.28%Q4 2018Q3 20194
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.03%0.06%Q2 2020Q3 20214
New Harbor Financial Group, LLC 310.04%0.05%0.05%Q2 2014Q2 20154
Windsor Capital Management, LLC 310.01%0.02%0.03%Q2 2013Q3 20154
TRANSCEND CAPITAL ADVISORS, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Visionary Asset Management, Inc. 440.06%0.10%0.14%Q2 2017Q1 20184
tru Independence LLC 310.02%0.11%0.21%Q4 2019Q1 20214
DT Investment Partners, LLC 310.00%0.02%0.06%Q2 2015Q3 20234
Camarda Financial Advisors, LLC 210.00%0.02%0.04%Q4 2013Q3 20184
Partnervest Advisory Services LLC 310.13%0.13%0.14%Q3 2019Q3 20204
Titan Capital Management, LLC /TX 449.24%10.00%10.68%Q1 2021Q4 20214
Fortis Capital Management LLC 441.96%2.41%3.08%Q4 2022Q3 20234
Retirement Planning Group, LLC 440.04%0.09%0.24%Q2 2021Q1 20224
Alhambra Investment Management LLC 440.43%0.61%0.69%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.04%0.08%0.14%Q4 2022Q3 20234
HARRELL INVESTMENT PARTNERS, LLC 440.11%0.11%0.12%Q4 2020Q3 20214
Asio Capital, LLC 220.00%0.73%1.59%Q4 2019Q1 20234
Goodwin Investment Advisory 442.23%3.07%3.74%Q4 2022Q3 20234
RIVER GLOBAL INVESTORS LLP 220.64%0.92%1.23%Q1 2017Q2 20194
Tempus Wealth Planning, LLC 440.45%0.48%0.50%Q1 2021Q4 20214
Capstone Financial Group, Inc. 440.19%0.27%0.42%Q4 2019Q3 20204
B. Riley Financial, Inc. 440.11%0.12%0.14%Q3 2017Q2 20184
Paul John Balson 440.24%0.37%0.60%Q1 2020Q4 20204
REBALANCE, LLC 440.19%0.20%0.20%Q4 2022Q3 20234
B & T Capital Management DBA Alpha Capital Management 440.34%0.45%0.65%Q1 2017Q4 20174
Harel Insurance Investments & Financial Services Ltd. 310.00%0.04%0.12%Q1 2021Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.00%0.02%Q3 2019Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
FundX Investment Group, LLC 210.38%1.66%4.28%Q2 2013Q4 20214
Horizon Investment Services, LLC 440.15%0.16%0.19%Q4 2022Q3 20234
Cubic Asset Management, LLC 210.07%0.11%0.18%Q4 2015Q3 20204
Birchcreek Wealth Management, LLC 220.17%0.24%0.30%Q4 2020Q4 20214
Mach-1 Financial Group, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Addison Advisors LLC 440.10%0.19%0.29%Q4 2022Q3 20234
ELLERSON GROUP INC /ADV 440.30%0.32%0.34%Q4 2022Q3 20234
Cannon Global Investment Management, LLC 310.29%1.39%2.59%Q1 2021Q1 20224
Quantitative Advantage, LLC 440.42%3.70%7.74%Q2 2016Q1 20174
ClearBridge Investments 440.00%0.00%0.00%Q3 2016Q2 20174
WCG Wealth Advisors LLC 210.00%0.05%0.12%Q2 2022Q3 20234
ACAS, LLC 440.82%0.93%1.04%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 440.31%0.33%0.36%Q4 2022Q3 20234
FRONTIER INVESTMENT MGMT CO 110.01%0.03%0.06%Q2 2014Q4 20194
Family Investment Center, Inc. 440.26%0.28%0.29%Q4 2022Q3 20234
DGS Capital Management, LLC 220.13%0.14%0.16%Q1 2022Q1 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.02%0.04%0.06%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.25%0.25%0.25%Q4 2021Q3 20224
BCR Wealth Strategies, LLC 440.04%0.05%0.05%Q4 2021Q3 20224
VANCE WEALTH, INC. 440.37%0.60%0.80%Q4 2022Q3 20234
Life Planning Partners, Inc 440.18%0.49%0.71%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.05%0.14%0.27%Q4 2022Q3 20234
My Personal CFO, LLC 440.22%0.23%0.25%Q4 2022Q3 20234
ESG Planning 440.46%0.74%1.00%Q1 2022Q4 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 442.94%3.07%3.20%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.02%0.03%0.04%Q4 2022Q3 20234
Corient Private Wealth LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.31%0.46%0.58%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 446.95%7.21%7.59%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.35%0.40%0.46%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 443.90%5.13%6.41%Q4 2022Q3 20234
Sharper & Granite LLC 442.24%2.32%2.37%Q4 2022Q3 20234
JDM Financial Group LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Mainsail Financial Group, LLC 442.92%2.95%2.97%Q4 2022Q3 20234
Laird Norton Wetherby Wealth Management, LLC 210.02%0.03%0.05%Q2 2015Q3 20224
LAM GROUP, INC. 444.00%4.12%4.36%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.25%0.29%0.33%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 446.41%6.87%7.60%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Forza Wealth Management, LLC 441.56%1.61%1.71%Q4 2022Q3 20234
VitalStone Financial, LLC 440.04%0.10%0.14%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.43%0.44%0.44%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.21%0.21%0.21%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Breakwater Capital Group 440.49%0.75%0.97%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 448.19%8.41%8.64%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.95%6.39%14.04%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.37%0.46%0.62%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.23%0.24%0.25%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.12%0.21%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 441.78%2.08%2.58%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.99%1.14%1.28%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.88%1.03%1.37%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 441.77%2.26%2.62%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.39%0.43%0.51%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 443.88%4.17%4.86%Q4 2022Q3 20234
Financial Freedom, LLC 441.34%1.53%1.61%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.37%0.58%0.80%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.26%0.62%Q4 2022Q3 20234
Sonoma Private Wealth LLC 440.74%1.03%1.34%Q4 2022Q3 20234
LMG Wealth Partners, LLC 444.49%4.93%5.28%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 443.08%3.34%3.70%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 444.54%4.71%5.09%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.26%0.29%0.34%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Financial Alternatives, Inc 440.68%0.70%0.73%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.02%0.02%0.02%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.98%1.10%1.31%Q4 2022Q3 20234
Hyperion Partners, LLC 443.66%3.73%3.84%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 440.23%0.28%0.31%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.16%0.17%0.17%Q4 2022Q3 20234
Pioneer Wealth Management Group 442.15%2.58%2.90%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 444.36%4.53%4.80%Q4 2022Q3 20234
Vawter Financial, Ltd. 442.01%2.28%2.73%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 441.62%1.72%1.81%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.18%0.18%0.19%Q4 2022Q3 20234
New Republic Capital, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Meritas Wealth Management, LLC 440.68%0.70%0.74%Q4 2022Q3 20234
WEIK CAPITAL MANAGEMENT 440.13%0.14%0.14%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 445.62%5.81%6.04%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.49%0.65%0.76%Q4 2022Q3 20234
ROMANO BROTHERS AND COMPANY 440.02%0.03%0.03%Q4 2022Q3 20234
BINGHAM OSBORN & SCARBOROUGH LLC 440.03%0.03%0.03%Q4 2020Q3 20214
JANUS HENDERSON GROUP PLC 440.00%0.00%0.00%Q4 2017Q3 20184
TRUSTCO BANK CORP N Y 440.19%0.21%0.21%Q1 2021Q4 20214
FIRST HORIZON CORP 310.00%0.13%0.53%Q2 2013Q2 20214
DEARBORN PARTNERS LLC 310.01%0.04%0.05%Q2 2013Q3 20234
FIRST FINANCIAL CORP /IN/ 210.01%0.01%0.02%Q2 2015Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 310.01%0.03%0.05%Q3 2021Q3 20234
WADE G W & INC 440.01%0.01%0.01%Q4 2022Q3 20234
Zurich Insurance Group Ltd/FI 440.02%0.02%0.03%Q1 2021Q4 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.02%0.04%Q4 2017Q3 20184
GOODWIN DANIEL L 440.67%0.75%0.82%Q1 2020Q4 20204
CSS LLC/IL 440.11%0.16%0.19%Q1 2021Q4 20214
AGF MANAGEMENT LTD 440.05%0.05%0.05%Q4 2022Q3 20234
FIRST FOUNDATION ADVISORS 440.01%0.01%0.01%Q4 2022Q3 20234
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 440.07%0.07%0.07%Q2 2020Q1 20214
CANANDAIGUA NATIONAL BANK & TRUST CO 440.36%0.42%0.50%Q2 2017Q1 20184
CHAPIN DAVIS, INC. 440.55%0.57%0.59%Q4 2022Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.40%0.47%0.50%Q2 2022Q1 20234
Capital One Investing, Inc. 440.14%0.16%0.18%Q4 2018Q3 20194
Moors & Cabot, Inc. 210.02%0.02%0.04%Q1 2017Q3 20213
Pine Valley Investments Ltd Liability Co 330.14%0.17%0.21%Q1 2023Q3 20233
CHANNEL WEALTH LLC 330.23%0.27%0.34%Q1 2023Q3 20233
Noble Family Wealth, LLC 331.90%1.91%1.91%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.33%0.38%0.45%Q1 2023Q3 20233
Bridgewater Advisors Inc. 330.23%0.25%0.26%Q4 2013Q2 20143
Jolley Asset Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
BetterWealth, LLC 210.08%0.17%0.28%Q4 2021Q2 20233
Atomi Financial Group, Inc. 330.33%0.34%0.35%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NATIONAL INVESTMENT SERVICES INC /WI 330.47%0.62%0.70%Q2 2013Q4 20133
Vestcor Inc 330.33%0.35%0.38%Q2 2020Q4 20203
High Falls Advisors, Inc 330.00%0.00%0.00%Q4 2015Q2 20163
American Financial Network Advisory Services LLC 210.02%0.39%1.11%Q3 2017Q3 20193
Clean Yield Group 210.04%0.10%0.18%Q2 2015Q2 20163
Ellenbecker Investment Group 330.18%0.20%0.23%Q3 2020Q1 20213
Sage Financial Management Group, Inc. 210.13%0.15%0.17%Q4 2022Q3 20233
ACIMA PRIVATE WEALTH, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Revisor Wealth Management LLC 330.41%0.44%0.48%Q1 2023Q3 20233
Williams Jones Wealth Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
Key Client Fiduciary Advisors, LLC 330.17%0.19%0.23%Q1 2023Q3 20233
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.05%0.06%0.06%Q4 2022Q2 20233
FirstPurpose Wealth LLC 210.11%0.13%0.16%Q2 2022Q1 20233
SMITH, MOORE & CO. 330.06%0.06%0.06%Q4 2017Q2 20183
SIENA CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Destination Wealth Management 110.00%0.00%0.01%Q2 2018Q2 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
CLARIS ADVISORS, LLC / MO / 210.13%0.19%0.22%Q4 2021Q3 20233
KARLINSKI ANDREW C 330.05%0.05%0.07%Q1 2022Q3 20223
United Asset Strategies, Inc. 331.32%1.64%1.81%Q2 2013Q4 20133
Latigo Investments, LLC 331.06%1.08%1.10%Q4 2021Q2 20223
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
GOFEN & GLOSSBERG LLC /IL/ 210.01%0.01%0.01%Q4 2017Q3 20183
Midwest Professional Planners, LTD. 330.01%0.01%0.01%Q4 2017Q2 20183
Kessler Investment Group, LLC 330.07%0.08%0.10%Q3 2021Q1 20223
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.03%Q4 2014Q4 20193
COUNTRY CLUB BANK /GFN 330.08%0.08%0.08%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.03%0.03%0.03%Q1 2020Q2 20213
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 210.00%0.00%0.01%Q2 2016Q3 20173
Kraft, Davis & Associates, LLC 210.10%1.08%2.95%Q4 2022Q3 20233
Blue Granite Capital, LLC 330.06%0.07%0.08%Q2 2017Q4 20173
Gallagher Fiduciary Advisors, LLC 332.35%2.51%2.77%Q1 2023Q3 20233
Independent Family Office, LLC 210.08%0.10%0.12%Q1 2022Q2 20233
PRINCETON CAPITAL MANAGEMENT LLC 330.01%0.02%0.02%Q1 2018Q3 20183
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.00%0.01%0.01%Q3 2014Q3 20153
Exchange Capital Management, Inc. 330.00%0.00%0.00%Q3 2016Q1 20173
Pinnacle Advisory Group, Inc. 210.02%0.03%0.05%Q4 2017Q1 20213
Boothe Investment Group, Inc. 3312.16%12.44%12.62%Q2 2018Q4 20183
Legend Financial Advisors, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
CHARTIST INC /CA/ 330.17%0.30%0.41%Q2 2018Q4 20183
Peak Asset Management, LLC 330.13%0.15%0.18%Q3 2020Q1 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
HALL CAPITAL MANAGEMENT CO INC 330.54%0.56%0.59%Q1 2023Q3 20233
Atlantic Private Wealth, LLC 330.11%0.13%0.17%Q1 2023Q3 20233
FRG Family Wealth Advisors LLC 210.05%0.06%0.06%Q2 2018Q4 20193
BIP Wealth, LLC 330.22%0.28%0.35%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q3 20233
AJ WEALTH STRATEGIES, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Curated Wealth Partners LLC 330.09%0.10%0.10%Q2 2022Q4 20223
Migdal Insurance & Financial Holdings Ltd. 330.96%1.00%1.04%Q1 2017Q3 20173
OneAscent Financial Services LLC 210.05%0.26%0.42%Q2 2022Q3 20233
Journey Advisory Group, LLC 110.05%0.06%0.07%Q1 2021Q2 20223
Arden Trust Co 210.01%1.29%2.02%Q1 2020Q4 20233
EWA, LLC 334.18%4.30%4.43%Q1 2023Q3 20233
TruWealth Advisors, LLC 330.28%0.29%0.29%Q2 2021Q4 20213
HERITAGE WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Momentum Advisors, LLC 330.27%0.28%0.29%Q2 2022Q4 20223
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q3 2019Q3 20233
MEITAV INVESTMENT HOUSE LTD 330.02%0.02%0.02%Q2 2019Q4 20193
Madden Advisory Services, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
Sightline Wealth Advisors, LLC 330.30%0.35%0.45%Q1 2023Q3 20233
EARNEST PARTNERS LLC 110.00%0.00%0.00%Q4 2019Q4 20223
Strategic Financial Concepts, LLC 330.07%0.08%0.10%Q1 2023Q3 20233
REUTER JAMES WEALTH MANAGEMENT, LLC 330.13%0.15%0.17%Q4 2021Q2 20223
Empowered Funds, LLC 330.37%0.40%0.46%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.07%0.09%0.11%Q4 2022Q3 20233
SevenOneSeven Capital Management 330.00%0.00%0.01%Q4 2021Q2 20223
Coyle Financial Counsel LLC 330.08%0.24%0.52%Q4 2017Q2 20183
Cape Investment Advisory, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
Strategic Equity Management 330.08%0.10%0.12%Q2 2021Q4 20213
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Matisse Capital 330.52%0.53%0.57%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.02%0.03%Q4 2017Q4 20183
Lion Street Advisors, LLC 330.33%0.45%0.67%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Round Table Services, LLC 330.05%0.11%0.23%Q1 2022Q3 20223
Inspire Advisors, LLC 210.00%0.22%0.40%Q4 2020Q3 20233
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
MACKENZIE FINANCIAL CORP 330.01%0.01%0.02%Q1 2018Q3 20183
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
MGO Private Wealth, LLC 330.28%0.65%0.88%Q1 2023Q3 20233
Avidian Wealth Solutions, LLC 330.30%0.43%0.51%Q1 2023Q3 20233
LANDAAS & CO /WI /ADV 210.04%0.04%0.05%Q3 2017Q2 20183
Perfromance Wealth Partners, LLC 210.01%0.01%0.01%Q4 2021Q2 20233
PGIM Custom Harvest LLC 210.01%0.02%0.05%Q3 2021Q1 20233
Oxler Private Wealth LLC 210.01%0.01%0.02%Q4 2020Q3 20223
RFP Financial Group LLC 210.18%0.29%0.50%Q4 2022Q3 20233
Progressive Investment Management Corp 330.04%0.05%0.05%Q3 2021Q1 20223
Obsidian Personal Planning Solutions LLC 330.30%0.45%0.58%Q1 2023Q3 20233
Clark Capital Management Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
RMR Wealth Builders 330.00%0.44%1.33%Q3 2020Q1 20213
FinTrust Investment Advisory Services, LLC 330.20%0.20%0.21%Q3 2017Q1 20183
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.02%2.45%4.38%Q4 2020Q1 20223
Diversified Trust Co 210.01%0.01%0.01%Q4 2018Q4 20233
MD Financial Management Inc. 210.00%0.56%0.85%Q1 2021Q4 20213
Fortis Capital Advisors, LLC 330.15%0.18%0.22%Q4 2022Q2 20233
Aris Wealth Services, Inc. 330.04%0.06%0.09%Q1 2015Q3 20153
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.02%0.03%0.03%Q4 2017Q1 20193
Willis Johnson & Associates, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
Legacy Financial Strategies, LLC 330.38%0.41%0.42%Q4 2017Q2 20183
Stillwater Capital Advisors, LLC 330.14%0.15%0.17%Q3 2016Q1 20173
Better Money Decisions, LLC 210.10%0.13%0.16%Q2 2021Q2 20223
WNY Asset Management, LLC 330.26%1.15%1.71%Q4 2022Q2 20233
HWG Holdings LP 210.00%0.00%0.00%Q2 2017Q1 20213
Holloway Wealth Management, LLC 210.00%0.01%0.02%Q2 2019Q4 20213
Optiver Holding B.V. 330.00%0.00%0.00%Q2 2021Q4 20213
Slow Capital, Inc. 210.00%0.00%0.00%Q4 2017Q3 20203
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Advance Capital Management, Inc. 210.04%0.04%0.05%Q4 2021Q1 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Koesten, Hirschmann & Crabtree, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
SADOFF INVESTMENT MANAGEMENT LLC 330.03%0.03%0.04%Q1 2022Q3 20223
Glass Jacobson Investment Advisors llc 211.07%1.09%1.11%Q4 2022Q3 20233
TRUE Private Wealth Advisors 210.05%0.08%0.12%Q2 2018Q3 20233
FIRST MIDWEST BANK TRUST DIVISION 330.20%0.23%0.25%Q2 2021Q4 20213
Capital Bank & Trust Co 110.00%0.00%0.01%Q2 2018Q1 20203
Team Hewins, LLC 330.18%0.19%0.20%Q4 2022Q2 20233
Carnick & Kubik, LLC 330.38%0.61%0.78%Q3 2015Q1 20163
Horizon Investments, LLC 331.41%2.71%5.04%Q4 2016Q2 20173
Fiduciary Trust Co International of Pennsylvania 210.01%0.46%1.37%Q4 2017Q1 20193
AlphaCore Capital LLC 210.00%0.00%0.01%Q4 2021Q3 20233
LGT Financial Advisors LLC 210.02%0.02%0.02%Q4 2022Q3 20233
TFB Advisors LLC 332.10%2.39%2.57%Q4 2022Q2 20233
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Cornerstone Investment Partners, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q1 2023Q3 20233
TrinityPoint Wealth, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
NWK Group, Inc. 330.02%0.02%0.02%Q2 2021Q4 20213
Perennial Investment Advisors, LLC 330.17%0.17%0.18%Q1 2023Q3 20233
Midwest Financial Group LLC 330.32%0.54%0.96%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.00%0.00%0.01%Q4 2021Q2 20223
State of Wisconsin - Board of Commissioners of Public Lands 332.37%2.57%2.68%Q1 2023Q3 20233
25 LLC 3315.84%16.33%16.73%Q1 2023Q3 20233
Edge Wealth Management LLC 210.00%0.00%0.00%Q4 2017Q4 20213
Mariner Wealth Advisors-Cincinnati, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.01%0.03%Q4 2017Q3 20183
Consolidated Portfolio Review Corp 330.20%0.23%0.26%Q1 2023Q3 20233
PFG Investments, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Financial Advantage, Inc. 330.04%0.05%0.05%Q3 2019Q1 20203
O'Connor Financial Group LLC 333.58%3.68%3.78%Q1 2023Q3 20233
CBIZ Investment Advisory Services, LLC 110.00%0.01%0.02%Q1 2020Q3 20202
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Farmers National Bank 220.02%0.03%0.03%Q1 2019Q2 20192
Oak Point Wealth Management 220.50%0.51%0.51%Q4 2017Q1 20182
Opes Wealth Management LLC 220.08%0.18%0.27%Q2 2023Q3 20232
Israel Discount Bank of New York 220.01%0.01%0.01%Q4 2018Q1 20192
RAYMOND JAMES TRUST CO. OF NH 221.59%1.64%1.69%Q1 2022Q2 20222
CFO4Life Group, LLC 220.71%3.59%6.47%Q2 2018Q3 20182
Crosspoint Capital Strategies, LLC 220.02%0.05%0.08%Q3 2015Q4 20152
Granby Capital Management, LLC 224.32%4.53%4.75%Q2 2023Q3 20232
Capital Wealth Planning, LLC 220.04%0.04%0.05%Q2 2019Q3 20192
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q3 2013Q4 20132
Financial Sense Advisors, Inc. 220.08%0.08%0.09%Q1 2021Q2 20212
Axiom Investment Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2023Q4 20232
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2017Q1 20182
Karpus Management, Inc. 220.30%0.31%0.32%Q1 2021Q2 20212
Trexquant Investment LP 110.01%0.01%0.01%Q3 2022Q3 20232
UNITED BANK 110.05%0.06%0.07%Q4 2017Q4 20182
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.07%0.07%0.07%Q1 2022Q2 20222
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.05%0.06%0.06%Q2 2022Q3 20222
Moss Adams Wealth Advisors LLC 220.00%0.22%0.43%Q4 2022Q1 20232
Bryn Mawr Capital Management, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
SWMG, LLC 220.70%0.71%0.72%Q4 2020Q1 20212
TCWP LLC 220.02%0.04%0.06%Q4 2021Q1 20222
ML & R WEALTH MANAGEMENT LLC 110.06%0.08%0.10%Q3 2022Q3 20232
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q4 2020Q2 20222
Reynolds Investment Management, Inc. 220.93%0.93%0.93%Q1 2022Q2 20222
Bellwether Investment Group, LLC 110.02%0.02%0.02%Q2 2016Q4 20162
Chicago Wealth Management, Inc. 222.56%2.61%2.66%Q1 2021Q2 20212
Lifeworks Advisors, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Syverson Strege & Co 110.00%0.00%0.00%Q2 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Lehman & Derafelo Financial Resources LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Filbrandt Wealth Management, LLC 220.00%0.02%0.05%Q1 2020Q2 20202
WESPAC Advisors SoCal, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Aspen Grove Capital, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
RMB Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Freedman Financial Associates, Inc. 110.02%0.02%0.03%Q1 2021Q1 20222
Raleigh Capital Management Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
Zions Bancorporation, N.A. 220.03%0.03%0.03%Q1 2019Q2 20192
Well Done, LLC 110.03%0.03%0.03%Q1 2018Q4 20182
Constellation Wealth Advisors, LLC 220.04%0.09%0.15%Q3 2013Q4 20132
Baltimore-Washington Financial Advisors Inc. 220.47%0.61%0.75%Q2 2013Q3 20132
Nemes Rush Group LLC 220.12%0.12%0.12%Q2 2023Q3 20232
SWS Partners 220.02%0.02%0.02%Q4 2017Q1 20182
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 223.14%3.15%3.16%Q2 2023Q3 20232
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Delphi Private Advisors LLC 220.15%0.28%0.42%Q1 2018Q2 20182
BROWN WEALTH MANAGEMENT, LLC 220.93%0.99%1.05%Q2 2023Q3 20232
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Frontier Asset Management, LLC 220.00%0.26%0.53%Q4 2021Q1 20222
360 Financial, Inc. 223.24%3.33%3.42%Q4 2019Q1 20202
CASTLE WEALTH MANAGEMENT LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Ritter Daniher Financial Advisory LLC / DE 110.00%0.04%0.08%Q4 2022Q2 20232
WBI INVESTMENTS, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
CGC Financial Services, LLC 220.20%0.21%0.21%Q2 2023Q3 20232
Smart Portfolios, LLC 220.21%0.21%0.21%Q2 2021Q3 20212
Halpern Financial, Inc. 110.00%0.12%0.23%Q4 2019Q1 20222
HBC Financial Services, PLLC 220.00%0.00%0.00%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
White Knight Strategic Wealth Advisors, LLC 220.22%0.23%0.24%Q4 2021Q1 20222
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Congress Wealth Management LLC / DE / 110.01%0.10%0.20%Q4 2021Q3 20232
IPG Investment Advisors LLC 220.06%0.06%0.06%Q4 2020Q1 20212
Advisors Preferred, LLC 220.97%1.04%1.10%Q4 2013Q1 20142
Executive Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Lowe Wealth Advisors, LLC 110.00%0.01%0.01%Q3 2015Q2 20192
GUIDANCE CAPITAL, INC 220.18%0.20%0.23%Q2 2023Q3 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q4 20152
Phoenix Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Altus Wealth Group LLC 220.08%0.09%0.09%Q4 2020Q1 20212
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
HRT FINANCIAL LP 110.00%0.05%0.11%Q1 2021Q1 20232
Cypress Point Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Ullmann Wealth Partners Group, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
CenterStar Asset Management, LLC 110.01%0.16%0.30%Q3 2019Q3 20192
New Hampshire Trust 220.05%0.05%0.05%Q4 2022Q1 20232
S.A. Mason LLC 220.03%0.03%0.03%Q4 2019Q1 20202
Coppell Advisory Solutions Corp. 220.08%0.08%0.08%Q4 2022Q1 20232
MBA Advisors LLC 220.21%0.48%0.75%Q1 2021Q2 20212
Novak Financial Planning, LLC 220.12%0.18%0.23%Q1 2021Q2 20212
Fortune Financial Advisors, LLC 220.48%0.49%0.50%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Hilltop Holdings Inc. 110.06%0.12%0.16%Q4 2018Q3 20212
GYL FINANCIAL SYNERGIES, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
RAND WEALTH, LLC 220.04%0.04%0.04%Q2 2018Q3 20182
Athanor Capital, LP 220.14%0.51%0.88%Q3 2019Q4 20192
Fusion Family Wealth LLC 220.01%0.01%0.01%Q1 2017Q2 20172
WBH ADVISORY INC 220.07%0.08%0.08%Q3 2015Q4 20152
Ferris Capital, LLC 110.00%2.43%4.85%Q4 2018Q2 20212
DRW Securities, LLC 110.03%0.04%0.06%Q2 2013Q2 20192
Gotham Asset Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.14%0.14%0.14%Q1 2021Q2 20212
High Net Worth Advisory Group LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Sage Advisory Services, Ltd.Co. 110.42%1.43%2.44%Q2 2020Q3 20212
Pacific Life Fund Advisors LLC 223.37%3.69%4.00%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Oakwell Private Wealth Management, LLC 220.15%0.15%0.16%Q4 2020Q1 20212
PIERSHALE FINANCIAL GROUP, INC. 220.01%0.01%0.01%Q3 2015Q4 20152
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q3 2019Q4 20192
FIRST NATIONAL CORP /MA/ /ADV 220.00%0.00%0.00%Q4 2018Q1 20192
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
HORIZON BANCORP INC /IN/ 220.20%0.22%0.24%Q2 2023Q3 20232
Bell Rock Capital LLC 110.01%0.33%0.64%Q1 2017Q2 20222
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2021Q4 20222
QCM Cayman, Ltd. 220.65%0.79%0.93%Q1 2021Q2 20212
Canton Hathaway, LLC 110.01%0.02%0.03%Q4 2020Q2 20212
Fidelis Capital Partners, LLC 220.09%0.11%0.14%Q2 2023Q3 20232
Y-Intercept (Hong Kong) Ltd 110.10%0.11%0.12%Q1 2022Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
RBO & CO LLC 220.10%0.10%0.10%Q2 2018Q3 20182
Leisure Capital Management 110.32%0.36%0.41%Q4 2019Q4 20222
Coe Capital Management, LLC 220.23%0.31%0.39%Q1 2021Q2 20212
WMG Financial Advisors, LLC 220.17%0.17%0.18%Q4 2021Q1 20222
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Barry Investment Advisors, LLC 220.32%0.43%0.54%Q2 2023Q3 20232
SteelPeak Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Impax Asset Management Group plc 220.12%0.13%0.14%Q2 2019Q3 20192
Piscataqua Savings Bank 220.01%0.01%0.01%Q1 2021Q2 20212
Blume Capital Management, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
TCG Advisors, LP 220.01%0.02%0.02%Q1 2019Q2 20192
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q2 20162
Investmark Advisory Group LLC 110.06%0.11%0.17%Q4 2021Q3 20232
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q4 2021Q1 20222
LITTLE HOUSE CAPITAL LLC 110.01%0.06%0.12%Q1 2019Q1 20212
SWAN Capital LLC 114.67%4.90%5.14%Q1 2023Q3 20232
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q4 2020Q1 20212
FIRST INTERSTATE BANK 220.94%1.18%1.41%Q1 2020Q2 20202
Alaethes Wealth LLC 110.03%0.03%0.03%Q4 2021Q4 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 115.64%5.64%5.64%Q1 2021Q1 20211
Bank of Kentucky, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2023Q1 20231
KENNICOTT CAPITAL MANAGEMENT LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q2 2020Q2 20201
Strategic Wealth Investment Group, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
Investment Research & Advisory Group, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Gateway Advisory, LLC 110.10%0.10%0.10%Q4 2017Q4 20171
LWS Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
FISHMAN JAY A LTD/MI 110.01%0.01%0.01%Q2 2023Q2 20231
Aufman Associates Inc 110.65%0.65%0.65%Q4 2019Q4 20191
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CERTUITY, LLC 110.16%0.16%0.16%Q2 2020Q2 20201
SkyOak Wealth, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Austin Private Wealth, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Gallagher Benefit Services, Inc. 116.42%6.42%6.42%Q4 2022Q4 20221
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Schubert & Co 110.00%0.00%0.00%Q2 2022Q2 20221
HawsGoodwin Investment Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Modus Advisors, LLC 110.57%0.57%0.57%Q4 2019Q4 20191
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Pension Partners, LLC 1110.86%10.86%10.86%Q4 2013Q4 20131
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
FIDELITY D & D BANCORP INC 110.91%0.91%0.91%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MKD WEALTH COACHES, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
MWA Asset Management 110.48%0.48%0.48%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
Wright Fund Management, LLC 111.32%1.32%1.32%Q4 2022Q4 20221
Westside Investment Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Family Management Corp 110.40%0.40%0.40%Q3 2022Q3 20221
NexWave Capital Partners LLC 111.31%1.31%1.31%Q4 2019Q4 20191
Clear Creek Financial Management, LLC 111.29%1.29%1.29%Q3 2020Q3 20201
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 110.25%0.25%0.25%Q2 2022Q2 20221
PNC Managed Account Solutions, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Nadler Financial Group, Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Evolution Advisers, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q4 2017Q4 20171
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
CPR Investments Inc. 111.25%1.25%1.25%Q2 2022Q2 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
WealthStone, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Smith Anglin Financial, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Nauset Wealth Management. LLC 111.95%1.95%1.95%Q1 2022Q1 20221
Inscription Capital, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HNP Capital LLC 110.48%0.48%0.48%Q1 2020Q1 20201
D L CARLSON INVESTMENT GROUP INC 110.06%0.06%0.06%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Grandview Asset Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Forum Private Client Group LLC 110.12%0.12%0.12%Q2 2023Q2 20231
9258 Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Colonial Trust Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Maltin Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
HILLMAN CO 112.56%2.56%2.56%Q3 2023Q3 20231
Concorde Financial Corp 110.00%0.00%0.00%Q4 2021Q4 20211
SBK Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kerrisdale Advisers, LLC 110.87%0.87%0.87%Q4 2020Q4 20201
ICONIQ Capital, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bullseye Investment Management, LLC 112.57%2.57%2.57%Q2 2022Q2 20221
Headlands Technologies LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CAMBIAR INVESTORS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Walleye Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Virginia National Bank 110.36%0.36%0.36%Q1 2022Q1 20221
Rather & Kittrell, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
New England Private Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Belvedere Advisors LLC 110.66%0.66%0.66%Q1 2019Q1 20191
Objective Capital Management, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Permit Capital Advisors, LLC 115.11%5.11%5.11%Q1 2022Q1 20221
Chico Wealth RIA 110.24%0.24%0.24%Q2 2023Q2 20231
Aquire Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Worth Asset Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Foundations Investment Advisors, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST CITIZENS BANK & TRUST CO 110.00%0.00%0.00%Q2 2023Q2 20231
Astoria Portfolio Advisors LLC. 110.19%0.19%0.19%Q4 2022Q4 20221
Catalyst Wealth Management, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WEXFORD CAPITAL LP 110.11%0.11%0.11%Q4 2020Q4 20201
Plan Group Financial, LLC 110.40%0.40%0.40%Q2 2022Q2 20221
Jefferies Group LLC 110.01%0.01%0.01%Q3 2019Q3 20191
ACUTE INVESTMENT ADVISORY, LLC 111.26%1.26%1.26%Q4 2021Q4 20211
GeoWealth Management, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Second Half Financial Partners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Hibernia Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Riverview Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
D. SCOTT NEAL, INC. 110.01%0.01%0.01%Q2 2017Q2 20171
FURE FINANCIAL CORP 112.79%2.79%2.79%Q3 2022Q3 20221
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BEDEL FINANCIAL CONSULTING INC 110.10%0.10%0.10%Q3 2023Q3 20231
Rice Partnership, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
GW HENSSLER & ASSOCIATES LTD 110.02%0.02%0.02%Q3 2017Q3 20171
StoneX Group Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.01%0.01%Q1 2017Q1 20171
Worth Financial Advisory Group, LLC 111.24%1.24%1.24%Q4 2022Q4 20221
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cornell Pochily Investment Advisors, Inc. 110.20%0.20%0.20%Q4 2018Q4 20181
Abbot Financial Management, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.51%0.51%0.51%Q4 2022Q4 20221
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Prossimo Advisors, LLC 111.92%1.92%1.92%Q2 2023Q2 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
Robbie L. Kennerson P.A., Inc. 113.27%3.27%3.27%Q4 2022Q4 20221
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2015Q4 20151
INVESTMENT PARTNERS, LTD. 110.03%0.03%0.03%Q1 2015Q1 20151
ExodusPoint Capital Management, LP 110.13%0.13%0.13%Q3 2020Q3 20201
Sciencast Management LP 110.16%0.16%0.16%Q2 2017Q2 20171
Cavalier Investments, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Black Swift Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.80%0.80%0.80%Q4 2022Q4 20221
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Arjuna Capital 110.02%0.02%0.02%Q2 2021Q2 20211
SIGNET MANAGEMENT USA, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
CABANA LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Wilks Brothers, LLC 110.22%0.22%0.22%Q2 2018Q2 20181
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Root Financial Partners, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
LBA Wealth Management, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
LJI Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Polianta Ltd 117.13%7.13%7.13%Q3 2019Q3 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Pinnacle Wealth Advisors 110.20%0.20%0.20%Q2 2021Q2 20211
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.35%0.35%0.35%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Sutton Wealth Advisors Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Arlington Capital Management, Inc. 110.26%0.26%0.26%Q4 2022Q4 20221
Austin Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Southland Equity Partners LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Global Index Advisors Inc 110.14%0.14%0.14%Q2 2014Q2 20141
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 110.47%0.47%0.47%Q2 2013Q2 20131
CAPITAL GUARDIAN TRUST CO 110.01%0.01%0.01%Q3 2018Q3 20181
Quad Capital Management Advisors LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Hapanowicz & Associates Financial Services, Inc 110.10%0.10%0.10%Q1 2021Q1 20211
PFS INVESTMENTS INC. 110.24%0.24%0.24%Q3 2021Q3 20211
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
RiverGlades Family Offices LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Schonfeld Strategic Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TITLEIST CAPITAL, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Avalon Investment & Advisory 110.01%0.01%0.01%Q1 2023Q1 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.10%0.10%0.10%Q4 2019Q4 20191
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2016Q3 20161
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.28%0.28%0.28%Q1 2017Q1 20171
MPI INVESTMENT MANAGEMENT, INC. 110.26%0.26%0.26%Q4 2017Q4 20171
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20161
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
GREENWOOD CAPITAL ASSOCIATES LLC 110.09%0.09%0.09%Q4 2022Q4 20221
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Holistic Financial Partners 110.00%0.00%0.00%Q1 2018Q1 20181
Schneider Downs Wealth Management Advisors, LP 110.05%0.05%0.05%Q2 2023Q2 20231
Pinnacle Wealth Management Advisory Group, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
NewDay Solutions, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
KHP Capital, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Marietta Wealth Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
KAYS FINANCIAL ADVISORY CORP /ADV 110.06%0.06%0.06%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.79%0.79%0.79%Q1 2017Q1 20171
ASSET PLANNING CORPORATION 110.09%0.09%0.09%Q4 2020Q4 20201
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2022Q2 20221
Centennial Wealth Advisory LLC 111.21%1.21%1.21%Q4 2020Q4 20201
CMG Global Holdings, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Capital Investment Counsel, Inc 110.01%0.01%0.01%Q1 2019Q1 20191
WIT, LLC 111.50%1.50%1.50%Q1 2022Q1 20221
4Thought Financial Group Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Paloma Partners Management Co 110.08%0.08%0.08%Q2 2020Q2 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Apriem Advisors 110.00%0.00%0.00%Q1 2017Q1 20171
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
STABLEFORD CAPITAL II LLC 113.50%3.50%3.50%Q1 2023Q1 20231
HBK INVESTMENTS L P 110.02%0.02%0.02%Q2 2023Q2 20231
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q3 2013Q3 20131
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
One Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q4 2015Q4 20151
Hollow Brook Wealth Management LLC 110.13%0.13%0.13%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Precision Wealth Strategies, LLC 110.87%0.87%0.87%Q1 2022Q1 20221
OLD MISSION CAPITAL LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Hunter Perkins Capital Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2017Q1 20171
CoreFirst Bank & Trust 110.08%0.08%0.08%Q4 2022Q4 20221
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DOLIVER ADVISORS, LP 110.18%0.18%0.18%Q1 2022Q1 20221
CFS Investment Advisory Services, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Engrave Wealth Partners LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Hartford Financial Management Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
FSA Wealth Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cadent Capital Advisors, LLC 110.73%0.73%0.73%Q3 2023Q3 20231
Aprio Wealth Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
AlphaOne Investment Services, LLC 110.07%0.07%0.07%Q2 2014Q2 20141
MATTERN CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
TECTONIC ADVISORS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
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This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.