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 2023117
Cutler Group LLC / CA 32320.00%0.00%0.10%Q4 2015Q3 202377
HUNTINGTON NATIONAL BANK 36210.00%0.02%0.14%Q1 2009Q3 202361
JANE STREET GROUP, LLC 14100.00%0.01%0.10%Q1 2014Q3 202360
BANK OF AMERICA CORP /DE/ 42420.00%0.20%0.36%Q2 2013Q3 202353
Zhang Financial LLC 47470.20%0.44%0.93%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202346
RAYMOND JAMES & ASSOCIATES 42420.00%0.16%0.66%Q2 2013Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.60%1.82%Q2 2013Q3 202345
Creative Planning 42420.00%4.67%6.90%Q2 2013Q3 202344
Joel Isaacson & Co., LLC 44440.93%4.82%6.17%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4221.34%2.09%2.46%Q2 2010Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.02%0.04%Q4 2012Q3 202344
Veritable, L.P. 43430.18%0.78%1.22%Q4 2012Q2 202343
PRIVATE TRUST CO NA 43430.06%0.17%0.34%Q1 2013Q3 202343
Montecito Bank & Trust 43430.10%0.49%1.65%Q2 2013Q4 202343
Bangor Savings Bank 42420.10%0.20%0.32%Q2 2013Q3 202342
SPINNAKER TRUST 42420.09%0.19%0.29%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.30%1.27%2.61%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.04%0.25%0.45%Q2 2013Q3 202342
HEADINVEST, LLC 42420.34%1.08%1.54%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42422.97%3.83%4.21%Q2 2013Q3 202342
HYMAN CHARLES D 42420.12%0.15%0.17%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.32%0.77%2.01%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42421.67%2.01%2.62%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT LLC 42422.73%3.92%4.62%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.20%0.38%0.54%Q2 2013Q3 202342
Smithfield Trust Co 42422.04%3.59%4.16%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.52%0.63%0.78%Q2 2013Q3 202342
Aureus Asset Management, LLC 42420.11%0.20%0.38%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.09%0.25%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.42%1.22%2.27%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.04%0.10%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.09%0.16%0.23%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.02%1.17%1.96%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.16%0.54%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.85%2.08%5.40%Q2 2013Q3 202342
LPL Financial LLC 42420.10%0.36%0.57%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.13%0.24%0.35%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.34%0.72%0.88%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.02%1.06%1.76%Q2 2013Q3 202342
Twele Capital Management, Inc. 42421.30%2.29%3.84%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.06%0.22%0.63%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.18%0.26%0.35%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.71%1.68%2.48%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.02%0.30%0.89%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.24%0.37%0.65%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.19%0.36%0.64%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.05%0.08%0.12%Q2 2013Q3 202342
Busey Bank 42420.02%0.05%0.11%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42422.27%4.46%5.97%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.20%0.45%0.73%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.37%1.17%2.08%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.01%0.03%0.09%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.23%0.86%2.05%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42421.07%1.55%6.00%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.13%0.21%0.44%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.09%0.14%0.24%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.05%0.09%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.33%0.44%0.62%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.03%1.20%3.41%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.14%0.28%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.15%0.19%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.51%1.01%1.36%Q2 2013Q3 202342
Oxbow Advisors, LLC 42420.06%0.09%0.15%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.10%0.37%0.80%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.08%0.27%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.09%0.20%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42420.03%0.06%0.10%Q2 2013Q3 202342
Estate Counselors, LLC 42420.28%1.53%5.22%Q2 2013Q3 202342
Verus Financial Partners, Inc. 42420.09%3.04%5.89%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.70%0.89%1.08%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.19%0.68%1.00%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.05%0.22%0.51%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
TD Capital Management LLC 42420.84%1.71%3.53%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.05%0.07%0.16%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.05%0.12%Q2 2013Q4 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.04%0.95%2.57%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.04%0.07%Q2 2013Q3 202342
Callan Capital, LLC 42420.10%1.38%2.66%Q2 2013Q3 202342
Modera Wealth Management, LLC 42420.04%0.31%0.53%Q2 2013Q3 202342
BERKSHIRE ASSET MANAGEMENT LLC/PA 42420.42%0.98%1.40%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.30%0.46%0.84%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.70%1.26%1.93%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.74%3.99%6.77%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.06%0.11%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.03%0.21%0.42%Q1 2013Q3 202342
CUTLER INVESTMENT COUNSEL LLC 42421.88%3.68%4.50%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.03%0.05%0.06%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.22%0.63%1.84%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.04%0.07%0.13%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42423.60%12.13%18.45%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.12%0.24%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.04%0.08%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.03%0.05%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42421.29%2.11%3.18%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.16%0.41%0.61%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.07%0.17%0.40%Q2 2013Q3 202342
SAWGRASS ASSET MANAGEMENT LLC 3470.11%0.19%0.69%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.02%1.21%2.31%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.57%4.08%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.11%Q2 2013Q3 202341
JNBA Financial Advisors 21200.01%1.26%2.90%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.61%1.52%Q4 2013Q3 202341
WESBANCO BANK INC 30110.08%0.25%0.84%Q2 2013Q3 202341
Cetera Advisors LLC 23180.16%0.31%0.80%Q2 2013Q3 202341
Summit Asset Management, LLC 41410.07%0.15%0.20%Q3 2013Q3 202341
Evercore Wealth Management, LLC 3560.01%0.07%0.13%Q2 2013Q3 202341
WMS Partners, LLC 3470.17%1.08%2.26%Q2 2013Q3 202341
B. Riley Wealth Advisors, Inc. 41410.05%0.14%0.40%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.10%1.35%3.18%Q2 2013Q3 202341
BRIGHTON JONES LLC 26150.12%0.27%0.42%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.13%0.55%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.07%0.31%0.50%Q3 2013Q3 202341
Bragg Financial Advisors, Inc 41410.09%0.19%0.25%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.06%0.17%Q2 2013Q3 202341
WBH ADVISORY INC 3830.08%0.19%0.32%Q2 2013Q3 202341
Birch Hill Investment Advisors LLC 40400.04%0.05%0.05%Q4 2013Q3 202340
MUFG Americas Holdings Corp 28120.00%0.37%1.08%Q4 2010Q3 202240
Baltimore-Washington Financial Advisors, Inc. 40400.58%1.49%2.31%Q4 2013Q3 202340
UBS Group AG 36360.00%0.41%0.85%Q4 2014Q3 202340
Tradewinds Capital Management, LLC 40400.07%0.21%0.37%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.16%2.37%7.60%Q4 2013Q3 202340
Advisors Capital Management, LLC 40400.06%0.11%0.24%Q4 2013Q3 202340
ARKANSAS FINANCIAL GROUP, INC. 40403.96%6.64%9.78%Q4 2013Q3 202340
Stillwater Capital Advisors, LLC 40400.13%0.29%0.86%Q4 2013Q3 202340
FIRST NATIONAL BANK OF OMAHA 40400.02%0.10%0.25%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.07%0.14%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40401.30%4.18%6.81%Q4 2013Q3 202340
Sandy Spring Bank 3820.04%0.10%0.22%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.04%0.08%Q4 2013Q3 202340
HighTower Advisors, LLC 29110.01%0.11%0.26%Q3 2013Q3 202340
Clarkston Capital Partners, LLC 3910.00%0.06%0.18%Q2 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.78%2.00%3.34%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.07%0.12%0.36%Q4 2013Q3 202340
FineMark National Bank & Trust 24150.00%0.02%0.10%Q2 2013Q3 202339
Avior Wealth Management, LLC 39390.12%0.29%0.57%Q1 2014Q3 202339
SouthState Corp 39390.03%0.22%0.32%Q1 2014Q3 202339
Dynamic Advisor Solutions LLC 3360.23%0.39%0.65%Q4 2013Q3 202339
North Star Investment Management Corp. 39390.01%0.02%0.04%Q1 2014Q3 202339
REGIONS FINANCIAL CORP 3810.00%0.12%0.24%Q3 2013Q3 202339
Regal Investment Advisors LLC 2710.26%0.43%1.12%Q2 2013Q3 202339
Autus Asset Management, LLC 39390.39%0.90%1.22%Q2 2013Q4 202239
COLDSTREAM CAPITAL MANAGEMENT INC 3540.08%0.84%3.01%Q4 2013Q3 202339
FDx Advisors, Inc. 3270.04%0.28%1.87%Q4 2013Q3 202339
MASSMUTUAL TRUST CO FSB/ADV 29100.01%1.12%3.63%Q1 2014Q4 202339
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 3720.93%5.75%12.53%Q2 2013Q3 202339
COMERICA BANK 3810.05%0.08%0.20%Q3 2013Q3 202339
ALLIANCEBERNSTEIN L.P. 39390.00%0.02%0.09%Q1 2014Q3 202339
EagleClaw Capital Managment, LLC 39390.19%0.32%0.43%Q1 2014Q3 202339
One Capital Management, LLC 39390.06%0.41%0.60%Q1 2014Q3 202339
Gibson Capital, LLC 39390.49%1.51%2.27%Q1 2014Q3 202339
DOWLING & YAHNKE LLC 38380.18%0.26%0.45%Q2 2013Q3 202238
Johnson Financial Group, Inc. 38380.00%0.02%0.05%Q2 2014Q3 202338
GOFEN & GLOSSBERG LLC /IL/ 3710.01%0.02%0.02%Q2 2013Q4 202238
EATON VANCE MANAGEMENT 38380.00%0.00%0.01%Q2 2013Q3 202238
Ironsides Asset Advisors, LLC 38381.48%2.69%4.20%Q2 2014Q3 202338
Highlander Capital Management, LLC 3350.00%0.01%0.01%Q1 2014Q3 202338
Maryland Capital Management 38380.39%0.68%0.95%Q2 2013Q3 202238
VANGUARD GROUP INC 3530.00%0.00%0.00%Q2 2013Q3 202338
Acropolis Investment Management, LLC 2010.03%0.51%1.18%Q3 2013Q3 202338
STIFEL FINANCIAL CORP 37370.00%0.12%0.19%Q3 2014Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.13%0.37%0.85%Q2 2013Q2 202237
Carnegie Capital Asset Management, LLC 3610.06%0.31%0.57%Q2 2013Q3 202337
NATIXIS ADVISORS, L.P. 3250.01%0.28%1.15%Q2 2013Q3 202337
WEBSTER BANK, N. A. 37370.04%0.16%0.28%Q3 2014Q3 202337
COLONY GROUP LLC 2890.00%0.09%0.19%Q4 2013Q3 202337
COMMERCE BANK 37370.01%0.02%0.04%Q3 2014Q3 202337
Covington Capital Management 3070.29%0.46%0.58%Q2 2013Q3 202237
M&T BANK CORP 2110.00%0.05%0.09%Q2 2013Q3 202337
Tillar-Wenstrup Advisors, LLC 37371.81%3.33%5.51%Q4 2013Q4 202237
MYCIO WEALTH PARTNERS, LLC 2350.03%0.12%0.48%Q2 2014Q3 202336
Nadler Financial Group, Inc. 36366.98%8.78%11.28%Q4 2014Q3 202336
Diligent Investors, LLC 36360.16%0.21%0.30%Q4 2014Q3 202336
Patten Group, Inc. 36360.27%0.48%0.63%Q4 2014Q3 202336
Endurance Wealth Management, Inc. 36360.04%0.56%0.93%Q3 2014Q2 202336
INSPIRION WEALTH ADVISORS, LLC 36360.11%0.46%1.27%Q4 2014Q3 202336
BESSEMER GROUP INC 36360.01%0.13%0.72%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.77%2.26%3.24%Q4 2014Q3 202336
Sigma Planning Corp 36360.03%0.19%0.38%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.21%0.44%Q4 2013Q3 202336
Alpha Cubed Investments, LLC 36360.08%0.34%0.69%Q4 2014Q3 202336
QUEST INVESTMENT MANAGEMENT LLC 36360.04%0.58%0.90%Q4 2014Q3 202336
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q2 2016Q1 202336
Columbia Asset Management 2260.18%0.35%0.50%Q4 2013Q3 202336
Glassman Wealth Services 36360.01%0.03%0.05%Q4 2014Q3 202336
HBK Sorce Advisory LLC 36360.02%0.21%0.49%Q4 2014Q3 202336
Curbstone Financial Management Corp 36360.14%0.20%0.23%Q1 2015Q4 202336
DIXON HUBARD FEINOUR & BROWN INC/VA 36360.08%0.29%0.48%Q3 2013Q2 202236
AllSquare Wealth Management LLC 36360.01%0.01%0.02%Q4 2014Q3 202336
Wealth Architects, LLC 36360.15%0.17%0.24%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.05%0.11%0.16%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.17%0.32%1.52%Q4 2014Q3 202336
Affiance Financial, LLC 36360.03%0.39%1.26%Q4 2014Q3 202336
Argent Trust Co 36360.20%0.40%0.72%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.28%0.62%0.92%Q4 2014Q3 202336
SOL Capital Management CO 36360.37%2.92%3.85%Q4 2014Q3 202336
Community Bank, N.A. 36360.02%0.03%0.04%Q4 2014Q3 202336
KWMG, LLC 36360.13%1.12%3.00%Q4 2014Q3 202336
Ramsay, Stattman, Vela & Price, Inc. 36360.22%0.37%0.51%Q4 2014Q3 202336
FIRST FINANCIAL CORP /IN/ 25100.00%0.33%1.86%Q3 2014Q3 202335
Voya Financial Advisors, Inc. 35350.05%0.14%0.25%Q1 2015Q3 202335
CHOREO, LLC 3140.04%0.07%0.13%Q3 2014Q3 202335
Peak Asset Management, LLC 21140.10%0.39%0.75%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.04%0.22%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.40%2.00%Q1 2015Q3 202335
Caprock Group, LLC 35350.66%1.86%3.93%Q1 2015Q3 202335
NWAM LLC 35350.02%0.40%0.79%Q1 2015Q3 202335
Ledyard National Bank 35350.00%0.04%0.08%Q2 2013Q4 202135
Emery Howard Portfolio Management, Inc. 35356.71%7.78%9.31%Q2 2013Q4 202135
Barrett Asset Management, LLC 35350.00%0.02%0.15%Q3 2013Q1 202235
MITCHELL SINKLER & STARR/PA 3410.08%0.69%1.64%Q2 2013Q2 202335
BOKF, NA 2510.01%0.16%0.30%Q2 2013Q3 202335
Ashfield Capital Partners, LLC 35350.01%0.05%0.07%Q1 2014Q3 202235
Ironwood Financial, llc 3140.08%0.25%0.56%Q4 2014Q3 202335
MITCHELL MCLEOD PUGH & WILLIAMS INC 35350.31%0.69%2.33%Q1 2015Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.05%0.15%0.48%Q4 2014Q3 202335
McKinley Carter Wealth Services, Inc. 35350.13%3.06%10.05%Q1 2015Q3 202335
Legacy Private Trust Co. 35350.03%0.15%0.63%Q1 2015Q3 202335
Mariner, LLC 34340.05%0.34%0.58%Q2 2015Q3 202334
Glenview Trust Co 2810.06%0.38%0.53%Q4 2010Q3 202334
Fiera Capital Corp 34340.01%0.03%0.08%Q2 2015Q3 202334
ELM ADVISORS, LLC 34341.10%1.50%2.23%Q4 2013Q1 202234
Brinker Capital Investments, LLC 2060.00%0.01%0.06%Q2 2013Q4 202234
Ancora Advisors LLC 34340.02%0.22%0.64%Q2 2015Q3 202334
Beaumont Financial Partners, LLC 3040.01%0.04%0.06%Q2 2013Q1 202234
SECURITY NATIONAL TRUST CO 34340.02%0.09%0.18%Q2 2013Q3 202134
Horizon Investments, LLC 2770.22%0.47%0.93%Q2 2013Q3 202334
BROWN BROTHERS HARRIMAN & CO 2610.00%0.00%0.01%Q1 2013Q3 202334
ARGI Investment Services, LLC 34340.02%0.04%0.10%Q3 2014Q4 202234
Roundview Capital LLC 3220.08%0.35%0.60%Q1 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.22%0.49%0.74%Q2 2013Q3 202334
OLD NATIONAL BANCORP /IN/ 3310.02%0.04%0.09%Q1 2015Q3 202334
ST GERMAIN D J CO INC 1930.01%1.01%2.41%Q2 2013Q4 202334
QUADRANT CAPITAL GROUP LLC 34340.06%0.26%0.68%Q2 2015Q3 202334
BURNEY CO/ 20140.01%0.03%0.09%Q1 2015Q3 202334
QCI ASSET MANAGEMENT INC/NY 34340.01%0.03%0.05%Q2 2013Q3 202134
CAPTRUST FINANCIAL ADVISORS 2910.00%0.52%1.78%Q2 2013Q3 202334
Financial Architects, Inc 2540.00%0.24%0.78%Q2 2014Q2 202334
Citadel Advisors 1210.00%0.00%0.00%Q3 2017Q3 202334
Advisory Alpha, LLC 2010.01%2.91%9.06%Q4 2013Q3 202334
Alexandria Capital, LLC 34340.57%1.02%1.43%Q2 2013Q3 202134
Pure Financial Advisors, LLC 18160.20%0.84%2.55%Q2 2013Q4 202334
Baird Financial Group, Inc. 34340.05%0.13%0.22%Q2 2015Q3 202334
CWM, LLC 2410.00%0.06%0.36%Q4 2013Q3 202333
FIRST FOUNDATION ADVISORS 33330.08%0.17%0.21%Q3 2015Q3 202333
Gilman Hill Asset Management, LLC 3210.09%0.18%0.38%Q1 2015Q3 202333
CENTRAL TRUST Co 33330.00%0.51%2.54%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.00%0.05%0.15%Q3 2015Q3 202333
CHATHAM CAPITAL GROUP, INC. 3210.06%0.20%0.30%Q1 2015Q3 202333
TOTH FINANCIAL ADVISORY CORP 2850.00%0.71%1.66%Q2 2013Q3 202333
UMB Bank, n.a. 33330.01%0.05%0.24%Q3 2015Q3 202333
FIRST NATIONAL TRUST CO 3210.03%0.14%0.20%Q2 2015Q3 202333
Bristlecone Advisors, LLC 32320.46%0.65%0.90%Q4 2015Q3 202332
BRADLEY FOSTER & SARGENT INC/CT 1540.01%0.11%0.16%Q1 2015Q3 202332
EVERMAY WEALTH MANAGEMENT LLC 32321.17%1.94%2.91%Q4 2015Q3 202332
ROCKLAND TRUST CO 18140.04%0.06%0.07%Q3 2013Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.44%1.28%1.74%Q4 2015Q3 202332
PINNACLE FINANCIAL PARTNERS INC 32320.05%0.61%1.53%Q4 2015Q3 202332
PETTYJOHN, WOOD & WHITE, INC 18140.07%0.09%0.12%Q3 2015Q3 202332
THRIVENT FINANCIAL FOR LUTHERANS 19130.00%0.03%0.15%Q3 2014Q3 202332
SMITH, MOORE & CO. 32320.14%0.61%1.28%Q4 2015Q3 202332
FOUNDERS FINANCIAL SECURITIES LLC 2571.34%3.05%5.45%Q4 2013Q3 202332
Parsec Financial Management, Inc. 32320.02%0.03%0.04%Q2 2015Q1 202332
REILLY FINANCIAL ADVISORS, LLC 2840.01%0.05%0.14%Q2 2013Q4 202132
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
People's United Financial, Inc. 1720.00%0.05%0.14%Q2 2013Q1 202232
Windham Capital Management, LLC 2390.05%1.08%4.40%Q2 2013Q3 202332
Triangle Securities Wealth Management 20120.22%0.30%0.46%Q2 2013Q3 202332
Paradigm Financial Advisors, LLC 32321.56%3.60%4.76%Q1 2014Q4 202132
Moors & Cabot, Inc. 2930.02%0.05%0.12%Q2 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.70%1.68%3.24%Q4 2015Q3 202332
First PREMIER Bank 32320.93%1.21%1.59%Q4 2015Q3 202332
Regal Wealth Group, Inc. 32321.12%1.48%3.75%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.83%1.87%2.82%Q4 2015Q3 202332
Schneider Downs Wealth Management Advisors, LP 32324.90%6.87%9.84%Q4 2015Q3 202332
Cetera Investment Advisers 32320.20%0.76%1.43%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.40%0.73%1.18%Q4 2015Q3 202332
Berkeley Capital Partners, LLC 32320.51%1.35%2.22%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.36%1.07%2.69%Q4 2015Q3 202332
WESCAP Management Group, Inc. 31310.50%0.86%1.17%Q1 2016Q3 202331
Simmons Bank 31311.48%2.04%2.52%Q1 2016Q3 202331
Jackson, Grant Investment Advisers, Inc. 2474.98%5.46%6.45%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3011.00%2.37%5.01%Q1 2014Q3 202331
EP Wealth Advisors, LLC 18130.02%0.04%0.07%Q4 2015Q3 202331
LINCOLN NATIONAL CORP 31310.09%0.21%0.35%Q1 2016Q3 202331
Brown Advisory Securities, LLC 31310.08%0.19%0.44%Q4 2014Q2 202231
Sheaff Brock Investment Advisors, LLC 18130.03%0.07%0.10%Q4 2015Q3 202331
IFP Advisors, Inc 17140.04%0.15%0.27%Q4 2015Q3 202331
Koshinski Asset Management, Inc. 2710.11%0.20%0.62%Q1 2015Q3 202331
Geneos Wealth Management Inc. 31310.03%0.12%0.47%Q1 2016Q3 202331
Perigon Wealth Management, LLC 3010.04%0.11%0.24%Q3 2011Q3 202331
Checchi Capital Advisers, LLC 1610.02%0.05%0.11%Q4 2014Q3 202331
CIBC WORLD MARKET INC. 2830.00%0.00%0.01%Q4 2014Q3 202331
DEARBORN PARTNERS LLC 1440.01%0.02%0.04%Q2 2013Q3 202331
Mathes Company, Inc. 1020.10%0.12%0.16%Q1 2014Q3 202331
Anchor Investment Management, LLC 31310.00%0.37%0.67%Q2 2016Q4 202331
TOMPKINS FINANCIAL CORP 21100.01%0.10%0.15%Q1 2016Q4 202331
Tortoise Investment Management, LLC 31310.00%0.01%0.01%Q1 2016Q3 202331
SAGE FINANCIAL GROUP INC 2910.19%0.48%0.68%Q4 2014Q3 202331
Heritage Wealth Advisors 2830.04%0.09%0.20%Q4 2015Q3 202331
Asset Dedication, LLC 2650.02%0.07%0.12%Q4 2015Q3 202331
JOHNSON INVESTMENT COUNSEL INC 2920.01%0.04%0.07%Q4 2015Q3 202331
CULBERTSON A N & CO INC 31310.09%0.65%1.25%Q1 2016Q3 202331
UNITED BANK 31310.71%1.43%2.71%Q1 2016Q3 202331
AlphaMark Advisors, LLC 2730.00%0.01%0.01%Q2 2013Q3 202330
Gradient Investments LLC 2310.00%0.00%0.00%Q1 2014Q3 202330
Morningstar Investment Services LLC 2730.06%1.36%2.33%Q1 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.64%2.72%5.28%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.06%0.18%0.26%Q2 2013Q3 202030
StrategIQ Financial Group, LLC 30300.09%0.16%0.55%Q2 2016Q3 202330
LifePlan Financial Group, Inc 30300.37%0.96%1.32%Q2 2013Q3 202030
WINTRUST INVESTMENTS LLC 30300.05%0.14%0.25%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.08%0.16%0.28%Q2 2013Q3 202030
BUCKINGHAM STRATEGIC WEALTH, LLC 2730.05%0.22%0.57%Q2 2013Q3 202330
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2640.00%2.12%3.50%Q2 2013Q3 202330
Madden Advisory Services, Inc. 1520.08%0.22%0.41%Q2 2014Q3 202330
Clearwater Capital Advisors, LLC 30300.03%0.08%0.14%Q2 2016Q3 202330
United Asset Strategies, Inc. 2310.03%0.13%0.37%Q4 2013Q3 202130
Financial Enhancement Group LLC 30300.03%0.25%0.96%Q2 2015Q3 202230
MAI Capital Management 2020.01%0.06%0.20%Q4 2014Q3 202330
SYNOVUS FINANCIAL CORP 30300.02%0.03%0.06%Q2 2016Q3 202330
SECURITY NATIONAL BANK OF SO DAK 2820.23%0.54%0.85%Q1 2016Q3 202330
Atria Investments, Inc 16140.02%0.10%0.20%Q1 2016Q3 202330
SVA Wealth Management, LLC 29290.90%1.37%4.30%Q4 2013Q4 202029
BSW Wealth Partners 2090.09%0.27%1.59%Q4 2015Q3 202329
King Wealth Management Group 2540.07%0.31%0.87%Q4 2013Q3 202329
OARSMAN CAPITAL, INC. 2230.10%0.39%0.70%Q2 2013Q4 202029
NEXT Financial Group, Inc 16130.01%0.16%0.27%Q3 2014Q4 202129
Family Firm, Inc. 29290.10%0.16%0.20%Q3 2016Q3 202329
Personal Capital Advisors Corp 29290.03%0.10%0.14%Q4 2015Q4 202229
Capital Analysts, LLC 18110.00%0.06%0.26%Q2 2015Q3 202329
BBR PARTNERS, LLC 2180.08%0.59%1.14%Q1 2016Q3 202329
FIRST MANHATTAN CO. LLC. 29290.00%0.01%0.08%Q3 2016Q3 202329
WELCH & FORBES LLC 2420.01%0.02%0.05%Q2 2015Q3 202329
Cribstone Capital Management, LLC 29290.06%0.44%1.53%Q4 2015Q4 202229
Catalyst Capital Advisors LLC 29292.31%5.19%9.37%Q3 2016Q3 202329
TRUST CO OF VERMONT 29290.00%0.04%0.07%Q3 2016Q3 202329
Pinnacle Wealth Management Advisory Group, LLC 29290.20%0.36%0.68%Q3 2016Q3 202329
Summit Financial Wealth Advisors, LLC 29290.58%2.33%4.88%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.06%0.35%Q3 2013Q3 202329
Plante Moran Financial Advisors, LLC 2210.00%0.02%0.15%Q1 2014Q3 202329
PRINCIPAL FINANCIAL GROUP INC 29290.00%0.00%0.03%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.10%0.23%Q4 2013Q4 202029
Parallel Advisors, LLC 28280.44%1.21%2.56%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.12%1.08%1.93%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.03%0.06%0.09%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.25%0.41%0.59%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 282810.74%12.21%13.70%Q4 2016Q3 202328
FIRST UNITED BANK & TRUST 28280.39%1.28%2.01%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.03%0.24%0.75%Q4 2016Q3 202328
Ameritas Investment Partners, Inc. 28280.00%0.00%0.00%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.12%0.21%Q4 2016Q3 202328
Abbrea Capital, LLC 28281.58%1.92%2.55%Q4 2016Q3 202328
AE Wealth Management LLC 28280.03%0.11%0.28%Q4 2016Q3 202328
Northwest Quadrant Wealth Management, LLC 28288.55%11.00%13.42%Q4 2016Q3 202328
Millburn Ridgefield Corp 28282.68%7.08%16.59%Q4 2016Q3 202328
Thomasville National Bank 2710.02%0.24%1.34%Q1 2015Q3 202328
WATERS PARKERSON & CO., LLC 17110.01%0.03%0.10%Q4 2015Q3 202328
Blankinship & Foster, LLC 28285.68%7.83%10.51%Q4 2016Q3 202328
Aveo Capital Partners, LLC 28280.57%0.92%1.24%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.24%1.23%1.98%Q4 2016Q3 202328
Kingfisher Capital LLC 28280.56%0.86%1.35%Q4 2016Q3 202328
REDW Wealth LLC 28281.16%3.75%9.93%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.01%0.07%0.46%Q4 2016Q3 202328
Clearstead Advisors, LLC 28283.04%3.98%5.06%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.23%0.40%0.62%Q1 2016Q4 202228
Patriot Financial Group Insurance Agency, LLC 28280.03%0.52%1.50%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.06%0.17%0.39%Q3 2016Q3 202328
Connecticut Wealth Management, LLC 18100.41%2.31%3.59%Q3 2016Q3 202328
Blume Capital Management, Inc. 28280.01%0.01%0.01%Q4 2016Q3 202328
Lee Financial Co 28280.01%0.02%0.05%Q4 2016Q3 202328
S&T BANK/PA 28280.07%0.28%1.70%Q4 2016Q3 202328
Essex Financial Services, Inc. 1930.05%0.41%0.85%Q3 2015Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.07%0.61%5.38%Q4 2016Q3 202328
Bridgeworth, LLC 28280.12%0.46%0.74%Q4 2016Q3 202328
ATWOOD & PALMER INC 2620.00%0.02%0.08%Q3 2014Q2 202328
WASHINGTON TRUST BANK 2530.00%0.07%0.14%Q3 2016Q3 202328
Greytown Advisors Inc. 28284.05%4.99%5.56%Q4 2016Q3 202328
First Personal Financial Services 16120.00%0.01%0.04%Q3 2016Q3 202328
Baystate Wealth Management LLC 28280.01%0.46%1.02%Q4 2016Q3 202328
MCF Advisors LLC 1210.00%0.01%0.04%Q4 2012Q3 202328
Gilbert & Cook, Inc. 28280.41%0.78%1.34%Q4 2016Q3 202328
Landmark Financial Advisors, LLC 28280.20%0.28%0.36%Q4 2014Q3 202128
FRG Family Wealth Advisors LLC 28280.06%0.07%0.10%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.20%0.24%0.53%Q1 2017Q4 202328
Omnia Family Wealth, LLC 28281.62%2.23%3.33%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.09%0.38%0.81%Q4 2016Q3 202328
Greenwich Wealth Management LLC 2530.03%0.17%0.40%Q2 2016Q3 202328
NTV ASSET MANAGEMENT LLC 28280.06%0.08%0.13%Q4 2016Q3 202328
First Command Financial Services, Inc. 27270.01%0.85%8.88%Q4 2016Q2 202327
Conservest Capital Advisors, Inc. 27270.04%0.14%0.41%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.07%0.37%0.74%Q4 2016Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.03%0.85%2.74%Q4 2016Q2 202327
FIRST MIDWEST BANK TRUST DIVISION 2610.03%0.13%0.33%Q1 2015Q4 202127
CENTRAL BANK & TRUST CO 2340.00%0.05%0.16%Q2 2013Q3 202327
WIMMER ASSOCIATES 1, LLC 27270.17%0.27%0.39%Q1 2017Q3 202327
Covington Investment Advisors Inc. 27270.11%0.26%0.34%Q1 2017Q3 202327
Paracle Advisors, LLC 27277.37%10.11%11.71%Q3 2014Q1 202127
First Command Bank 27270.01%0.89%8.88%Q4 2016Q2 202327
Steward Partners Investment Advisory, LLC 27270.08%0.15%1.11%Q1 2017Q3 202327
Strategic Point Investment Advisors, LLC 27270.17%8.01%10.71%Q3 2013Q1 202027
Brookstone Capital Management 1890.01%0.05%0.27%Q1 2015Q3 202327
Motley Fool Wealth Management, LLC 27270.03%0.08%0.16%Q1 2017Q3 202327
Fusion Family Wealth LLC 27270.29%0.68%1.79%Q1 2017Q3 202327
FISHMAN JAY A LTD/MI 27270.17%0.30%0.41%Q1 2017Q3 202327
GIRARD PARTNERS LTD. 1420.02%0.14%0.42%Q2 2016Q3 202327
CADINHA & CO LLC 1310.03%0.05%0.07%Q2 2015Q3 202327
Pacific Center for Financial Services 2431.29%2.02%2.66%Q4 2016Q3 202327
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 27270.03%0.25%0.46%Q2 2013Q4 201927
Segment Wealth Management, LLC 27270.11%0.13%0.15%Q1 2017Q3 202327
Asset Planning Services, Ltd. 27273.68%4.47%5.24%Q2 2015Q4 202127
MML INVESTORS SERVICES, LLC 2610.23%0.56%0.74%Q4 2016Q3 202327
CIBC Private Wealth Group, LLC 27270.01%0.30%0.57%Q1 2017Q3 202327
Miracle Mile Advisors, LLC 27270.04%0.14%0.25%Q1 2017Q3 202327
TWIN FOCUS CAPITAL PARTNERS, LLC 27270.28%0.50%0.94%Q1 2017Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.02%0.08%0.27%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.14%0.25%0.32%Q2 2013Q4 201927
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2340.02%0.10%0.66%Q2 2016Q3 202327
CIBC BANK USA 27270.05%0.29%0.89%Q2 2013Q4 201927
Sequoia Financial Advisors, LLC 27270.02%0.16%0.46%Q1 2017Q3 202327
Jacobi Capital Management LLC 2610.00%0.04%0.06%Q3 2016Q3 202327
RFG Advisory, LLC 27270.06%0.33%1.85%Q1 2017Q3 202327
Stockman Wealth Management, Inc. 27270.14%0.35%1.08%Q1 2017Q3 202327
SIGNATUREFD, LLC 2340.01%0.02%0.04%Q4 2015Q3 202327
Truepoint, Inc. 14120.02%0.07%0.15%Q3 2016Q3 202326
RKL Wealth Management LLC 26260.86%1.29%1.96%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.03%0.21%0.82%Q1 2017Q3 202326
SHINE INVESTMENT ADVISORY SERVICES INC 26261.18%2.54%5.26%Q2 2014Q3 202026
ARS Wealth Advisors, LLC 2510.04%0.20%0.38%Q4 2013Q2 202126
Horan Securities, Inc. 1880.12%1.93%6.21%Q1 2017Q3 202326
NICOLET BANKSHARES INC 1150.02%0.13%0.37%Q3 2016Q3 202326
Highland Private Wealth Management 26260.16%0.91%1.44%Q2 2016Q3 202226
Grove Bank & Trust 26260.00%0.64%1.02%Q2 2017Q3 202326
OLD SECOND NATIONAL BANK OF AURORA 15110.00%0.02%0.18%Q3 2016Q1 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.00%Q2 2013Q3 201926
Kohmann Bosshard Financial Services, LLC 2510.05%0.14%0.32%Q1 2017Q3 202326
OneDigital Investment Advisors LLC 26260.07%0.22%0.43%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.12%0.29%0.67%Q2 2013Q3 201926
LeJeune Puetz Investment Counsel LLC 26260.25%0.29%0.35%Q4 2016Q1 202326
SRS Capital Advisors, Inc. 1071.88%5.22%11.58%Q4 2016Q3 202326
Family Legacy, Inc. 2420.16%0.75%1.67%Q1 2017Q3 202326
BADGLEY PHELPS & BELL INC 1360.01%0.02%0.03%Q2 2013Q3 202026
Trust Co 2420.00%0.12%0.44%Q1 2016Q3 202326
BARCLAYS PLC 1420.00%0.00%0.00%Q1 2015Q3 202326
Dana Investment Advisors, Inc. 26260.02%0.08%0.12%Q2 2017Q3 202326
CAMBRIDGE TRUST CO 16100.01%0.03%0.05%Q1 2016Q3 202326
Abbot Financial Management, Inc. 26261.37%1.53%1.75%Q2 2017Q3 202326
BEACON FINANCIAL GROUP 26260.09%0.26%0.41%Q2 2017Q3 202326
Evanson Asset Management, LLC 26260.03%0.06%0.09%Q2 2017Q3 202326
CONDOR CAPITAL MANAGEMENT 16100.04%1.02%2.38%Q1 2017Q3 202326
Vivaldi Capital Management LP 2420.00%1.09%4.02%Q1 2017Q3 202326
Mosaic Family Wealth, LLC 25250.00%0.51%1.37%Q4 2015Q4 202125
TIAA, FSB 25251.41%2.08%3.20%Q2 2017Q2 202325
FAS Wealth Partners, Inc. 1690.01%0.06%0.17%Q4 2013Q3 202325
FRANKLIN RESOURCES INC 2320.00%0.00%0.00%Q3 2016Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.67%1.19%Q2 2017Q2 202325
MISSION WEALTH MANAGEMENT, LP 1910.02%0.03%0.04%Q1 2017Q3 202325
TIEDEMANN ADVISORS, LLC 25250.01%0.10%0.26%Q3 2017Q3 202325
SILVERCREST ASSET MANAGEMENT GROUP LLC 1210.00%0.00%0.01%Q2 2016Q1 202325
LYELL WEALTH MANAGEMENT, LP 1960.05%0.07%0.10%Q2 2017Q3 202325
FIRST MERCHANTS CORP 25250.31%0.52%0.81%Q3 2017Q3 202325
FORT PITT CAPITAL GROUP, LLC 25250.01%0.02%0.02%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.02%0.03%0.04%Q3 2017Q3 202325
Norway Savings Bank 25250.08%0.13%0.16%Q4 2016Q4 202225
Cordasco Financial Network 13120.01%0.22%1.01%Q4 2013Q2 202225
Texas Yale Capital Corp. 25250.02%0.27%0.45%Q3 2017Q3 202325
NEW ENGLAND ASSET MANAGEMENT INC 1960.02%0.15%0.53%Q2 2013Q3 202325
Wealthcare Advisory Partners LLC 25250.17%0.31%0.66%Q3 2017Q3 202325
GREAT LAKES ADVISORS, LLC 25250.01%0.02%0.07%Q3 2017Q3 202325
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.10%0.13%0.20%Q3 2014Q3 202325
HM PAYSON & CO 1870.02%0.03%0.03%Q4 2016Q3 202325
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2140.00%0.02%0.07%Q1 2015Q1 202225
CREDIT SUISSE AG/ 1310.00%0.01%0.01%Q1 2013Q2 202225
Fragasso Group Inc. 15100.09%1.05%5.16%Q3 2017Q4 202325
Burt Wealth Advisors 25250.00%0.03%0.05%Q4 2014Q4 202025
MONETA GROUP INVESTMENT ADVISORS LLC 25250.05%1.14%2.12%Q3 2017Q3 202325
NewEdge Advisors, LLC 2410.01%0.31%0.82%Q2 2017Q3 202325
FIDUCIARY TRUST CO 2410.00%0.08%0.21%Q2 2017Q3 202325
STEPHENS INC /AR/ 2230.11%0.37%0.57%Q2 2013Q3 202325
Kistler-Tiffany Companies, LLC 1950.00%0.01%0.02%Q2 2016Q2 202324
Belpointe Asset Management LLC 1860.07%0.13%0.22%Q3 2017Q3 202324
Windsor Wealth Management, Inc. 24240.18%0.32%0.67%Q4 2017Q3 202324
Aries Wealth Management 24240.24%2.85%3.56%Q4 2017Q3 202324
Ellenbecker Investment Group 24240.87%4.08%7.81%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24241.22%1.84%2.54%Q4 2017Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24240.14%0.35%0.60%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.13%0.38%0.68%Q4 2017Q3 202324
Kendall Capital Management 24241.57%2.19%2.62%Q4 2017Q3 202324
SEGALL BRYANT & HAMILL, LLC 1440.00%0.01%0.02%Q1 2013Q2 202324
ADIRONDACK TRUST CO 24240.62%0.95%1.32%Q4 2017Q3 202324
WILLIAMS JONES & ASSOCIATES LLC 24240.01%0.01%0.02%Q3 2013Q2 201924
Biltmore Family Office, LLC 24240.12%0.19%0.32%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.11%0.30%0.42%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.02%0.06%0.09%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.08%0.43%1.03%Q4 2017Q3 202324
GW HENSSLER & ASSOCIATES LTD 24240.03%0.03%0.03%Q2 2013Q1 201924
White Lighthouse Investment Management Inc. 24240.18%0.48%0.74%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.10%0.24%0.44%Q4 2017Q3 202324
Homrich & Berg 24240.02%0.08%0.19%Q4 2015Q3 202124
RETIREMENT INCOME SOLUTIONS, INC 24240.19%0.86%1.76%Q4 2017Q3 202324
HARBOR ADVISORY CORP /MA/ 24241.17%2.34%3.50%Q4 2017Q3 202324
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13110.01%0.01%0.02%Q2 2017Q3 202324
Rossmore Private Capital 24241.19%1.52%2.88%Q4 2017Q3 202324
Barnett & Company, Inc. 24240.00%0.01%0.03%Q1 2016Q4 202124
Cadence Bank 24240.68%1.33%1.94%Q4 2017Q3 202324
McIlrath & Eck, LLC 24247.80%9.08%10.34%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.42%0.49%0.54%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.10%0.22%0.82%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.02%0.05%Q4 2017Q3 202324
CNB Bank 24240.01%0.08%0.15%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.19%0.36%0.60%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24240.21%0.47%0.85%Q4 2017Q3 202324
FIDUCIENT ADVISORS LLC 24240.22%4.00%6.19%Q4 2017Q3 202324
Peterson Wealth Advisors, LLC 24240.21%0.86%6.90%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.21%0.39%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24241.20%1.39%1.58%Q4 2017Q3 202324
Providence First Trust Co 24240.16%0.30%0.48%Q2 2017Q1 202324
Lutz Financial Services LLC 24240.09%0.19%0.46%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.84%1.00%1.20%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24240.67%0.92%1.66%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.04%0.10%0.22%Q4 2017Q3 202324
HOWE & RUSLING INC 2220.00%0.78%1.34%Q3 2016Q3 202324
Ballast, Inc. 24246.10%8.89%11.37%Q4 2017Q3 202324
Cerity Partners LLC 24240.01%0.12%0.42%Q4 2017Q3 202324
CPWM, LLC 1820.02%0.07%0.14%Q3 2015Q3 202224
Nikulski Financial, Inc. 24242.47%2.74%3.49%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.72%1.09%1.36%Q4 2015Q3 202124
INR ADVISORY SERVICES LLC 24245.59%6.32%8.49%Q2 2013Q1 201924
Sowell Financial Services LLC 1020.08%0.31%0.59%Q1 2017Q3 202323
Ironwood Wealth Management, LLC. 2210.09%0.17%0.29%Q3 2017Q3 202323
Laurel Wealth Advisors, Inc. 23230.08%0.67%1.71%Q2 2017Q4 202223
Klingman & Associates, LLC 2120.01%0.08%0.13%Q4 2014Q3 202323
FORVIS Wealth Advisors, LLC 23230.05%0.54%1.38%Q1 2018Q3 202323
BigSur Wealth Management LLC 23230.11%0.62%1.17%Q4 2016Q2 202223
STOCK YARDS BANK & TRUST CO 1510.03%0.07%0.15%Q1 2014Q3 202323
VESTOR CAPITAL, LLC 1490.01%0.03%0.04%Q3 2015Q3 202323
Edelman Financial Services, LLC 23230.00%0.01%0.04%Q2 2013Q4 201823
AMG National Trust Bank 23230.02%0.20%0.64%Q1 2018Q3 202323
Doyle Wealth Management 23230.07%0.32%0.98%Q1 2017Q3 202223
Intersect Capital LLC 1340.03%0.21%0.37%Q1 2015Q2 202223
Clearstead Trust, LLC 1010.00%0.04%0.22%Q2 2017Q3 202323
Rehmann Capital Advisory Group 1520.03%0.20%1.28%Q3 2016Q3 202323
HL FINANCIAL SERVICES LLC 1850.20%0.25%0.30%Q2 2013Q1 201923
DeDora Capital, Inc. 1670.81%1.39%2.18%Q4 2017Q3 202323
Measured Wealth Private Client Group, LLC 2210.39%0.96%2.96%Q3 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.06%0.14%0.33%Q1 2018Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.38%0.57%0.73%Q2 2013Q4 201823
Raab & Moskowitz Asset Management LLC 2210.03%0.22%0.32%Q4 2014Q4 202123
SeaCrest Wealth Management, LLC 1760.02%0.06%0.11%Q4 2017Q3 202323
IFG Advisory, LLC 2210.04%0.18%0.51%Q4 2017Q3 202323
WealthShield Partners, LLC 1580.04%0.18%0.53%Q4 2017Q3 202323
Private Ocean, LLC 23230.05%0.10%0.18%Q1 2018Q3 202323
Arete Wealth Advisors, LLC 2210.08%0.21%0.36%Q4 2017Q3 202323
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23230.13%0.52%0.91%Q2 2013Q4 201823
MGO ONE SEVEN LLC 2120.09%0.40%0.77%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.09%0.26%Q1 2018Q3 202323
First Financial Bank - Trust Division 23230.04%0.06%0.12%Q2 2018Q4 202323
ALERUS FINANCIAL NA 1760.11%0.74%1.71%Q2 2016Q1 202223
M Holdings Securities, Inc. 1010.03%0.35%0.68%Q3 2014Q2 202323
Brand Asset Management Group, Inc. 22224.45%5.15%5.61%Q2 2018Q3 202322
PLANNING DIRECTIONS INC 1481.05%1.19%1.64%Q1 2018Q3 202322
Stewardship Financial Advisors, LLC 22220.24%0.50%4.14%Q4 2015Q1 202122
Trellis Advisors, LLC 22220.35%0.45%0.52%Q2 2018Q3 202322
Baldwin Investment Management, LLC 22220.08%0.13%0.17%Q2 2018Q3 202322
PATHSTONE FAMILY OFFICE, LLC 1810.00%0.98%2.66%Q4 2013Q3 202322
Westside Investment Management, Inc. 1510.00%0.01%0.06%Q3 2017Q3 202322
STALEY CAPITAL ADVISERS INC 22220.03%0.33%0.61%Q2 2018Q3 202322
CX Institutional 22221.62%2.71%3.93%Q2 2018Q3 202322
COUNTRY TRUST BANK 2110.00%0.45%1.90%Q4 2015Q4 202322
RAND WEALTH, LLC 22221.32%1.88%2.57%Q2 2013Q3 201822
Certified Advisory Corp 11110.04%0.26%0.47%Q4 2017Q3 202322
Fiduciary Trust Co International of Pennsylvania 1710.04%0.06%0.08%Q2 2013Q1 202022
Pathway Financial Advisors LLC 1482.30%4.54%6.16%Q4 2017Q3 202322
HoyleCohen, LLC 22220.08%0.41%0.70%Q2 2018Q3 202322
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2110.00%0.10%0.23%Q1 2017Q3 202322
Roof Eidam Maycock Peralta, LLC 22220.11%2.52%4.29%Q2 2018Q3 202322
Neuberger Berman Group LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.02%0.04%0.16%Q2 2018Q3 202322
Relative Value Partners Group, LLC 1750.02%0.04%0.12%Q1 2018Q3 202322
Bison Wealth, LLC 22220.11%0.37%0.80%Q1 2017Q2 202222
Kovack Advisors, Inc. 22220.07%0.32%0.55%Q1 2015Q2 202022
COMERICA SECURITIES INC 21210.22%0.67%1.08%Q4 2013Q4 201821
Bienville Capital Management, LLC 1470.03%0.08%0.28%Q3 2016Q3 202221
WASHINGTON TRUST Co 1560.00%0.02%0.07%Q2 2018Q3 202321
StoneX Group Inc. 1830.30%0.79%1.44%Q3 2017Q3 202321
Snowden Capital Advisors LLC 810.01%0.04%0.09%Q1 2016Q3 202321
McGuire Investment Group, LLC 21210.05%0.33%0.97%Q3 2018Q3 202321
SIMON QUICK ADVISORS, LLC 1610.00%0.25%0.80%Q1 2017Q3 202321
Tarbox Family Office, Inc. 1520.00%2.18%3.25%Q4 2013Q3 202321
Sound Income Strategies, LLC 11100.00%0.00%0.00%Q1 2018Q3 202321
First Heartland Consultants, Inc. 1710.03%0.17%0.62%Q1 2015Q2 202221
CONNING INC. 21210.02%0.07%0.11%Q3 2018Q3 202321
Simplicity Solutions, LLC 1720.01%0.53%2.76%Q4 2017Q3 202321
Winfield Associates, Inc. 21210.06%0.14%0.22%Q4 2013Q4 201821
Prospera Financial Services Inc 1910.03%0.18%0.28%Q3 2016Q3 202321
Old North State Trust, LLC 21210.24%0.42%0.63%Q3 2018Q3 202321
Cambria Investment Management, L.P. 21210.15%0.53%1.38%Q4 2014Q4 201921
Independence Bank of Kentucky 21210.00%0.38%0.82%Q3 2018Q3 202321
DUBUQUE BANK & TRUST CO 21210.01%0.04%0.06%Q1 2014Q1 201921
Global Trust Asset Management, LLC 11100.05%0.09%0.16%Q4 2017Q3 202321
Johnson Financial Group, LLC 1560.13%0.89%2.41%Q4 2016Q3 202321
CYPRESS CAPITAL MANAGEMENT LLC 21210.25%0.30%0.38%Q3 2017Q3 202221
ARROW FINANCIAL CORP 11100.04%3.18%9.12%Q1 2018Q3 202321
GRANDFIELD & DODD, LLC 21210.03%0.03%0.04%Q3 2018Q3 202321
Barber Financial Group, Inc. 21210.27%0.60%1.82%Q4 2016Q4 202121
FRONT BARNETT ASSOCIATES LLC 21210.03%0.05%0.07%Q3 2015Q3 202021
Clear Perspective Advisors, LLC 21210.17%0.81%2.44%Q4 2016Q4 202121
GAMBLE JONES INVESTMENT COUNSEL 1810.02%0.16%0.29%Q2 2017Q4 202221
BNP PARIBAS FINANCIAL MARKETS 1210.00%0.04%0.21%Q3 2015Q1 202321
Jaffetilchin Investment Partners, LLC 1430.02%0.50%1.45%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21211.39%1.84%2.13%Q3 2018Q3 202321
Burleson & Company, LLC 21210.34%0.66%0.99%Q4 2017Q4 202221
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1310.01%0.01%0.01%Q4 2017Q3 202321
VERITY Wealth Advisors 21210.34%0.45%0.64%Q4 2018Q4 202321
Dorsey & Whitney Trust CO LLC 21210.05%0.10%0.15%Q3 2018Q3 202321
Chandler Asset Management, Inc. 21210.15%0.30%0.42%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21211.87%2.10%2.64%Q4 2018Q4 202321
Pinnacle Bancorp, Inc. 2010.09%0.14%0.24%Q1 2017Q3 202321
MONECO Advisors, LLC 20200.31%0.50%0.84%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.76%1.01%1.65%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.25%1.51%2.57%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.02%0.03%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20200.75%2.65%4.03%Q4 2018Q3 202320
Black Diamond Financial, LLC 20202.00%2.70%3.89%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.46%0.97%1.36%Q4 2018Q3 202320
Hilltop Holdings Inc. 1010.02%0.11%0.19%Q1 2015Q1 202320
Dougherty Wealth Advisers LLC 20200.05%0.09%0.17%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.13%0.24%0.48%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20201.32%2.68%3.64%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.08%0.40%1.68%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.33%1.93%3.70%Q4 2017Q4 202220
Patriot Wealth Management, Inc. 20200.06%0.07%0.09%Q1 2014Q4 201820
CAHILL FINANCIAL ADVISORS INC 1910.16%0.59%0.89%Q2 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.29%0.68%0.98%Q4 2018Q3 202320
Abacus Planning Group, Inc. 930.05%0.11%0.22%Q1 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.03%0.10%Q1 2016Q4 202020
Larson Financial Group LLC 20200.03%8.39%19.50%Q4 2018Q3 202320
Freestone Capital Holdings, LLC 20200.01%0.08%0.17%Q4 2018Q3 202320
Columbus Macro, LLC 20200.13%0.67%0.97%Q4 2018Q3 202320
Elwood & Goetz Wealth Advisory Group, LLC 20200.87%1.19%1.76%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.48%1.99%4.38%Q4 2018Q3 202320
Spearhead Capital Advisors, LLC 20200.94%4.71%17.74%Q4 2017Q3 202220
Legacy Bridge, LLC 20200.01%0.04%0.08%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.07%0.18%0.25%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.04%0.11%0.16%Q2 2017Q1 202220
Financial Engines Advisors L.L.C. 20200.00%0.02%0.09%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20200.57%1.22%1.81%Q4 2018Q3 202320
Bank Pictet & Cie (Europe) AG 20200.06%0.13%0.38%Q4 2013Q3 201820
HIGHLAND CAPITAL MANAGEMENT, LLC 1820.01%0.08%0.11%Q2 2015Q3 202320
Fieldpoint Private Securities, LLC 20200.04%0.33%0.55%Q3 2017Q2 202220
PROFFITT & GOODSON INC 20200.06%0.26%0.47%Q4 2018Q3 202320
SEARCY FINANCIAL SERVICES INC /ADV 20209.33%11.89%16.96%Q4 2018Q3 202320
Stokes Capital Advisors, LLC 20200.09%0.24%0.58%Q4 2017Q3 202220
Hanson & Doremus Investment Management 1610.00%0.01%0.03%Q4 2017Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.32%0.66%1.21%Q4 2018Q3 202320
KINGS POINT CAPITAL MANAGEMENT 1510.00%0.02%0.02%Q2 2014Q3 202120
Ellevest, Inc. 20201.99%2.17%3.21%Q4 2018Q3 202320
TFG Advisers LLC 20200.24%0.37%0.47%Q4 2018Q3 202320
Hardy Reed LLC 20200.04%1.58%2.87%Q4 2018Q3 202320
Arkos Global Advisors 20201.96%4.27%5.69%Q4 2018Q3 202320
ERn Financial, LLC 20200.31%0.75%1.94%Q4 2018Q3 202320
D'Orazio & Associates, Inc. 1280.01%0.02%0.04%Q4 2013Q3 202120
Meridian Wealth Advisors, LLC 20200.25%0.73%1.34%Q4 2018Q3 202320
Essex Savings Bank 20200.21%0.52%0.63%Q4 2018Q3 202320
Omega Financial Group, LLC 20200.22%0.30%0.54%Q4 2018Q3 202320
SigFig Wealth Management, LLC 20200.04%0.08%0.13%Q4 2018Q3 202320
Krilogy Financial LLC 1010.00%0.05%0.14%Q1 2016Q1 202320
YorkBridge Wealth Partners, LLC 1190.01%0.05%0.08%Q4 2016Q4 202220
Boston Trust Walden Corp 20200.01%0.01%0.02%Q4 2018Q3 202320
V Wealth Advisors LLC 1710.03%0.17%0.63%Q2 2016Q2 202320
CITY HOLDING CO 1730.00%0.28%0.52%Q4 2016Q3 202320
Frisch Financial Group, Inc. 20203.30%4.70%6.54%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.22%1.26%2.21%Q4 2018Q3 202320
Crewe Advisors LLC 1640.10%0.12%0.15%Q4 2017Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.76%2.97%4.66%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.32%0.42%0.66%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.29%0.69%0.87%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.09%0.12%0.15%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.13%0.32%0.72%Q4 2018Q3 202320
Old Port Advisors 1810.09%0.18%0.25%Q2 2018Q3 202320
American Portfolios Advisors 20200.13%0.22%0.35%Q4 2017Q3 202220
Wealthspire Advisors, L.P. 20200.72%2.23%4.13%Q4 2015Q3 202020
Private Portfolio Partners LLC 20200.35%0.48%0.58%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.24%0.69%1.35%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20200.49%0.79%1.02%Q4 2018Q3 202320
Brio Consultants, LLC 20200.11%1.81%4.00%Q4 2018Q3 202320
MILLENNIUM MANAGEMENT LLC 910.00%0.00%0.00%Q2 2014Q3 202220
BREWIN DOLPHIN LTD 20200.26%0.42%0.57%Q3 2017Q2 202220
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.54%5.62%17.01%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.12%0.21%0.29%Q4 2018Q3 202320
BOENNING & SCATTERGOOD, INC. 19190.21%0.30%0.50%Q2 2018Q4 202219
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 19190.00%0.01%0.02%Q4 2017Q2 202219
SII INVESTMENTS INC/WI 19190.24%0.57%1.38%Q2 2013Q4 201719
DIVIDEND ASSETS CAPITAL, LLC 1810.00%0.01%0.01%Q2 2016Q3 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.01%Q1 2019Q3 202319
Archer Investment Corp 19190.01%0.05%0.08%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.01%Q3 2018Q3 202319
SUNTRUST BANKS INC 19190.00%0.04%0.10%Q1 2015Q3 201919
Crestwood Advisors Group, LLC 1810.02%0.18%0.21%Q4 2017Q3 202319
COMERICA SECURITIES,INC. 19190.37%0.89%1.16%Q1 2019Q3 202319
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q3 2015Q2 202319
TSFG, LLC 19190.77%0.97%1.24%Q1 2019Q3 202319
Haverford Trust Co 1710.01%0.02%0.02%Q2 2013Q3 202319
Portland Global Advisors LLC 1450.20%0.45%1.08%Q2 2014Q3 202319
TRUST DEPARTMENT MB FINANCIAL BANK N A 1810.00%0.10%0.52%Q4 2013Q1 201919
MERCER GLOBAL ADVISORS INC /ADV 19190.14%0.24%0.42%Q1 2019Q3 202319
Hall Kathryn A. 19190.52%0.91%2.09%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.73%1.82%2.60%Q1 2019Q3 202319
RDA Financial Network 19190.22%0.24%0.33%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19191.46%2.56%4.10%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SAGE RHINO CAPITAL LLC 19193.78%4.37%5.38%Q1 2019Q3 202319
Wills Financial Group, Inc. 1720.17%0.27%0.35%Q1 2015Q4 201919
Tower Research Capital LLC (TRC) 410.00%0.13%1.48%Q2 2014Q2 202319
Traverso Chambers Private Wealth Management, LLC 19190.10%0.12%0.14%Q1 2019Q3 202319
Community Financial Services Group, LLC 1810.09%0.27%0.42%Q3 2017Q3 202319
Gladstone Institutional Advisory LLC 1630.06%0.17%0.37%Q4 2018Q3 202319
TimeScale Financial, Inc. 19190.01%0.70%3.75%Q4 2018Q2 202319
WealthOne, LLC 1813.33%5.23%7.20%Q4 2018Q3 202319
BOSTON FINANCIAL MANGEMENT LLC 1090.01%0.02%0.02%Q2 2018Q3 202319
Sepio Capital, LP 19190.20%0.69%1.54%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 19190.15%2.29%3.83%Q1 2019Q3 202319
EXENCIAL WEALTH ADVISORS, LLC 810.00%0.41%0.78%Q1 2013Q3 202319
Altium Wealth Management LLC 19190.22%1.99%2.86%Q4 2017Q2 202219
NAPLES GLOBAL ADVISORS, LLC 19190.04%0.05%0.09%Q1 2019Q3 202319
Private Capital Group, LLC 19191.13%1.78%1.95%Q4 2017Q2 202219
GUYASUTA INVESTMENT ADVISORS INC 1450.02%0.03%0.07%Q4 2016Q3 202319
180 WEALTH ADVISORS, LLC 19190.08%0.11%0.15%Q1 2019Q3 202319
Acorn Wealth Advisors, LLC 1510.17%0.27%0.40%Q4 2017Q3 202319
UNITED SERVICES AUTOMOBILE ASSOCIATION 19190.01%0.37%0.74%Q4 2014Q2 201919
Ferris Capital, LLC 1630.18%0.36%0.54%Q2 2017Q1 202219
Wealthquest Corp 1450.35%2.17%3.18%Q4 2018Q3 202319
O'Brien Wealth Partners LLC 1810.07%4.91%11.63%Q4 2015Q1 202119
US FINANCIAL ADVISORS, LLC 1272.75%4.97%9.00%Q4 2014Q3 202319
PFG Advisors 1360.18%0.61%6.40%Q4 2018Q3 202319
Capital Asset Advisory Services LLC 1630.00%1.66%4.57%Q4 2016Q3 202319
FIRST AMERICAN TRUST, FSB 1140.03%0.05%0.06%Q2 2017Q3 202319
Sound View Wealth Advisors Group, LLC 18180.08%0.14%0.22%Q2 2019Q3 202318
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.00%0.05%0.07%Q2 2019Q3 202318
FIFTH THIRD SECURITIES, INC. 810.31%1.19%3.34%Q1 2016Q3 202318
WP Advisors, LLC 1010.05%0.51%3.93%Q2 2018Q3 202318
Vectors Research Management, LLC 18180.19%1.52%3.70%Q3 2018Q4 202218
Commonwealth Equity Services, Inc 18180.26%0.38%0.47%Q2 2013Q3 201718
FIRST INTERSTATE BANK 1210.00%0.02%0.10%Q1 2015Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.36%0.53%0.72%Q2 2019Q3 202318
SHEPHERD KAPLAN KROCHUK, LLC 18180.26%0.74%1.45%Q2 2019Q3 202318
FINANCIAL LIFE ADVISORS 1350.12%0.34%0.58%Q4 2018Q3 202318
NATIONAL PLANNING CORP 18180.12%0.20%0.32%Q2 2013Q3 201718
TRUST CO OF OKLAHOMA 920.08%0.11%0.12%Q1 2015Q2 202218
Sand Hill Global Advisors, LLC 1710.03%0.39%0.67%Q3 2014Q3 202318
FAIRFIELD, BUSH & CO. 1210.07%0.10%0.18%Q4 2018Q3 202318
Jacobus Wealth Management, Inc. 18181.03%1.54%2.13%Q2 2013Q3 201718
Financial Partners Group, Inc 1440.07%0.09%0.16%Q1 2019Q3 202318
BANCORPSOUTH INC 18180.38%0.50%0.66%Q2 2013Q3 201718
Accredited Investors Inc. 1320.04%0.05%0.09%Q4 2014Q3 202318
FARR MILLER & WASHINGTON LLC/DC 18180.02%0.04%0.05%Q2 2017Q3 202118
PDS Planning, Inc 18180.16%0.98%1.62%Q2 2019Q3 202318
Ironwood Investment Counsel, LLC 1350.06%0.10%0.21%Q4 2016Q3 202318
TRAIN BABCOCK ADVISORS LLC 1710.35%0.56%0.88%Q2 2013Q4 201718
Aptus Capital Advisors, LLC 18180.01%0.04%0.14%Q2 2019Q3 202318
SVB WEALTH LLC 18180.02%0.08%0.15%Q2 2019Q3 202318
Aspire Private Capital, LLC 1710.00%0.00%0.01%Q4 2018Q3 202318
LS Investment Advisors, LLC 1710.00%0.00%0.01%Q4 2013Q1 202218
Realta Investment Advisors 1440.03%0.14%0.25%Q1 2019Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.35%0.41%0.47%Q1 2015Q2 201918
TAP Consulting, LLC 1710.19%0.87%3.12%Q1 2019Q3 202318
SP Asset Management 18180.11%0.77%1.77%Q2 2018Q3 202218
Bell Rock Capital LLC 1310.01%0.20%0.86%Q4 2016Q3 202218
INVESTMENT CENTERS OF AMERICA INC 18180.24%0.38%0.56%Q2 2013Q3 201718
Cedar Wealth Management, LLC 18180.01%0.11%0.22%Q2 2019Q3 202318
Lenox Wealth Advisors, LLC 1110.00%0.00%0.01%Q1 2015Q1 202218
American Money Management, LLC 990.15%0.48%0.85%Q1 2017Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.15%0.23%0.36%Q2 2013Q3 201718
STRATEGIC CAPITAL ADVISERS, INC. 990.17%0.27%0.40%Q4 2017Q2 202218
DELTA FINANCIAL ADVISORS LLC 18180.38%0.42%0.45%Q2 2019Q3 202318
WealthPLAN Partners, LLC 510.01%0.04%0.06%Q1 2015Q4 202317
IFG Advisors, LLC 17170.26%0.50%0.71%Q3 2019Q3 202317
Summit Financial, LLC 1220.07%0.38%0.64%Q1 2019Q3 202317
MOTCO 1410.00%0.01%0.03%Q4 2015Q3 202317
Physician Wealth Advisors, Inc. 17170.06%0.09%0.10%Q3 2019Q3 202317
iAB Financial Bank 17171.85%2.01%2.13%Q2 2013Q2 201717
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.03%0.16%0.24%Q2 2017Q2 202117
Williams Jones Wealth Management, LLC. 17170.01%0.02%0.02%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.20%0.41%0.67%Q3 2019Q3 202317
Laird Norton Wetherby Wealth Management, LLC 1210.02%0.03%0.04%Q2 2015Q3 202317
NewFocus Financial Group, LLC 17170.10%0.22%0.36%Q4 2016Q4 202017
Smith & Howard Wealth Management, LLC 17170.39%2.39%3.02%Q3 2019Q3 202317
CONGRESS ASSET MANAGEMENT CO /MA 1430.00%0.00%0.00%Q2 2019Q3 202317
Wolff Financial Management LLC 1012.70%4.23%6.43%Q4 2018Q3 202317
Hirtle Callaghan & Co LLC 1610.00%0.00%0.05%Q3 2017Q3 202317
Meridian Wealth Management, LLC 1410.07%0.11%0.15%Q1 2018Q3 202317
WFG Advisors, LP 17170.00%0.20%0.65%Q2 2013Q2 201717
First National Bank of South Miami 17170.01%0.04%0.08%Q4 2018Q4 202217
ROPES WEALTH ADVISORS LLC 1520.02%0.23%0.32%Q2 2016Q3 202317
Sunesis Advisors, LLC 17170.14%0.28%0.39%Q2 2018Q2 202217
BKS ADVISORS, LLC 17170.11%0.16%0.19%Q1 2015Q1 201917
Stratos Wealth Advisors, LLC 1210.03%0.32%0.98%Q4 2018Q3 202317
Graves Light Lenhart Wealth, Inc. 1430.05%0.14%0.29%Q2 2019Q3 202317
Apriem Advisors 1610.00%0.04%0.09%Q2 2013Q2 201817
Private Advisory Group LLC 1070.09%0.23%1.26%Q4 2016Q3 202317
CADENCE BANK NA 17170.09%0.25%0.40%Q2 2018Q2 202217
Willow Creek Wealth Management Inc. 1430.05%0.09%0.18%Q2 2019Q3 202317
Slow Capital, Inc. 1520.01%0.11%0.14%Q4 2017Q3 202317
L. Roy Papp & Associates, LLP 1430.03%0.05%0.06%Q2 2019Q3 202317
CAPITAL CITY TRUST CO/FL 1610.02%0.17%0.24%Q2 2013Q2 202017
BOK Financial Private Wealth, Inc. 1610.02%2.83%4.25%Q4 2016Q3 202317
Cascade Investment Advisors, Inc. 1610.04%0.04%0.04%Q3 2018Q1 202317
Mengis Capital Management, Inc. 17170.08%0.09%0.10%Q3 2019Q3 202317
Keystone Financial Group 1520.07%0.32%0.53%Q2 2019Q3 202317
Pacifica Partners Inc. 17170.04%0.06%0.09%Q4 2019Q4 202317
PARK AVENUE SECURITIES LLC 1410.04%0.08%0.10%Q1 2019Q3 202317
Goodman Financial Corp 1240.14%0.32%0.46%Q4 2013Q4 201716
Cognios Capital, LLC 16160.12%0.24%0.36%Q1 2015Q4 201816
Frontier Wealth Management LLC 16160.00%0.05%0.14%Q3 2018Q2 202216
Riverstone Advisors, LLC 1240.11%0.23%0.47%Q1 2019Q3 202316
Maltin Wealth Management, Inc. 16160.18%0.56%0.80%Q4 2019Q3 202316
Strategic Advisors LLC 1510.06%0.42%0.74%Q1 2016Q3 202316
High Falls Advisors, Inc 1150.07%0.15%0.40%Q4 2015Q4 202216
9258 Wealth Management, LLC 16160.09%0.42%1.40%Q4 2019Q3 202316
MANNING & NAPIER ADVISORS LLC 16160.00%0.00%0.02%Q4 2013Q3 201716
Strategic Blueprint, LLC 1510.04%0.16%0.28%Q3 2019Q3 202316
HNP Capital LLC 1150.20%1.35%3.58%Q4 2018Q4 202216
VICTORY CAPITAL MANAGEMENT INC 16160.00%0.01%0.01%Q3 2019Q2 202316
Principle Wealth Partners LLC 1210.01%0.37%0.80%Q2 2019Q3 202316
STEPH & CO 16162.01%3.49%4.39%Q4 2019Q3 202316
MITCHELL CAPITAL MANAGEMENT CO 16160.18%0.19%0.21%Q4 2019Q3 202316
Financial Advantage, Inc. 16160.03%0.05%0.07%Q4 2018Q3 202216
EPIQ Capital Group, LLC 16160.04%0.10%0.18%Q4 2019Q3 202316
Asset Management Group, Inc. 16160.35%1.07%1.55%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.06%0.09%0.14%Q4 2019Q3 202316
Coyle Financial Counsel LLC 970.10%1.75%4.07%Q4 2013Q3 202316
Marcum Wealth, LLC 16160.16%0.44%0.64%Q4 2019Q3 202316
HILLTOP WEALTH ADVISORS, LLC 16162.67%4.13%6.63%Q4 2019Q3 202316
Benchmark Wealth Management, LLC 16160.47%0.87%2.16%Q4 2019Q3 202316
Waldron Private Wealth LLC 1240.03%0.07%0.09%Q4 2017Q3 202316
Venture Visionary Partners LLC 16162.19%2.71%3.45%Q4 2019Q3 202316
Asset Allocation & Management Company, LLC 16160.61%1.03%1.48%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.01%0.02%0.04%Q4 2019Q3 202316
Plancorp, LLC 16160.03%0.07%0.18%Q4 2019Q3 202316
Ranch Capital Advisors Inc. 16160.00%0.64%1.02%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.01%0.04%0.21%Q3 2019Q3 202316
VIRIDIAN RIA, LLC 1423.97%5.67%7.51%Q1 2018Q1 202216
Heartwood Wealth Advisors LLC 16163.84%4.48%6.14%Q4 2019Q3 202316
MainStreet Investment Advisors LLC 830.02%0.03%0.07%Q4 2017Q1 202216
Americana Partners, LLC 16160.06%0.20%0.42%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16161.52%2.10%2.40%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16161.66%1.99%2.18%Q2 2013Q1 201716
Atlas Private Wealth Management, LLC 16160.03%1.58%2.61%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.08%0.13%0.28%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.03%0.07%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16160.30%7.17%9.40%Q4 2019Q3 202316
MOODY NATIONAL BANK TRUST DIVISION 16160.03%0.07%0.24%Q4 2018Q3 202216
R. W. Roge & Company, Inc. 16160.64%1.11%2.62%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.62%1.06%Q4 2019Q3 202316
S.A. Mason LLC 16162.18%2.52%2.81%Q4 2019Q3 202316
Bank of Marin 16161.55%2.15%2.46%Q4 2019Q3 202316
Aufman Associates Inc 16160.49%0.53%0.63%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.30%1.70%2.24%Q4 2019Q3 202316
FINANCIAL CONSULATE, INC 16160.17%0.38%0.97%Q1 2016Q4 201916
Berman Capital Advisors, LLC 16164.27%5.92%8.28%Q4 2017Q3 202116
Marotta Asset Management 1330.19%0.21%0.23%Q4 2019Q4 202316
SENTINEL PENSION ADVISORS INC 16160.46%0.89%1.25%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16160.16%0.75%1.62%Q2 2013Q1 201716
MAGNOLIA CAPITAL MANAGEMENT LTD 16160.35%0.39%0.45%Q4 2019Q3 202316
CUE ADVISORY SERVICES, INC. 16160.36%0.64%0.96%Q4 2014Q3 201816
Soltis Investment Advisors LLC 16160.18%0.23%0.33%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.03%0.07%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.49%0.68%0.93%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16164.37%5.59%6.04%Q4 2019Q3 202316
Element Wealth, LLC 16160.14%0.20%0.25%Q4 2019Q3 202316
TL Private Wealth 161613.44%14.19%15.03%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.48%1.20%1.72%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.10%0.13%0.31%Q4 2019Q3 202316
GHP Investment Advisors, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.19%0.26%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.55%1.01%1.66%Q4 2019Q3 202316
River Wealth Advisors LLC 1330.04%0.06%0.06%Q2 2018Q3 202316
Wealthspire Advisors, LLC 1510.00%1.75%2.43%Q4 2018Q3 202316
Gainplan LLC 16160.46%1.90%5.54%Q4 2019Q3 202316
Round Table Services, LLC 16160.22%0.38%0.92%Q4 2018Q3 202216
Covenant Asset Management, LLC 1510.12%0.29%0.37%Q4 2017Q3 202316
Disciplined Investments, LLC 16160.19%0.48%0.70%Q4 2019Q3 202316
Walkner Condon Financial Advisors LLC 16160.67%1.54%3.25%Q4 2019Q3 202316
GenTrust, LLC 1510.05%2.03%2.55%Q2 2017Q3 202316
GILL CAPITAL PARTNERS, LLC 1510.18%1.31%2.39%Q4 2018Q4 202316
BLUESTEM FINANCIAL ADVISORS, LLC 16160.51%0.65%0.97%Q4 2019Q3 202316
Gleason Group, Inc. 16160.94%1.23%1.60%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.14%0.25%0.36%Q4 2019Q3 202316
Faithward Advisors, LLC 1150.02%0.17%0.37%Q3 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.59%0.81%1.04%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.17%0.27%0.36%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.04%0.05%0.07%Q4 2019Q3 202316
Kovitz Investment Group Partners, LLC 16160.03%0.23%0.31%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.46%0.66%0.75%Q4 2019Q3 202316
Venturi Wealth Management, LLC 530.01%0.20%0.74%Q4 2017Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.54%1.86%3.38%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.39%0.53%0.72%Q4 2019Q3 202316
JANUS HENDERSON GROUP PLC 1150.00%0.00%0.00%Q2 2017Q2 202216
NATIXIS 1510.01%0.08%0.18%Q4 2013Q3 202116
Newman Dignan & Sheerar, Inc. 1310.01%0.26%0.50%Q4 2017Q3 202316
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1310.11%0.24%0.55%Q4 2014Q3 202216
Midwest Professional Planners, LTD. 1020.12%0.15%0.25%Q3 2019Q3 202315
MONEYWISE, INC. 15150.56%2.32%2.87%Q1 2020Q3 202315
Armor Investment Advisors, LLC 1210.01%0.01%0.02%Q1 2019Q3 202315
Gray Wealth Management Inc. 15153.67%3.78%3.97%Q1 2020Q3 202315
Kelman-Lazarov, Inc. 15150.11%0.15%0.19%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.02%0.11%0.15%Q1 2020Q3 202315
SNS Financial Group, LLC 830.02%0.07%0.22%Q1 2013Q1 202215
PACIFIC SUN FINANCIAL CORP 610.17%0.27%0.32%Q1 2018Q2 202315
N.E.W. Advisory Services LLC 1410.26%0.66%1.85%Q4 2019Q3 202315
Horst & Graben Wealth Management LLC 15150.14%0.17%0.21%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.21%0.24%0.29%Q4 2019Q3 202315
Bogart Wealth, LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
LINCOLN CAPITAL CORP 15150.36%0.80%0.91%Q1 2020Q3 202315
Pensionmark Financial Group, LLC 15150.13%0.28%0.44%Q1 2020Q3 202315
Murphy Pohlad Asset Management LLC 15150.49%0.52%0.57%Q2 2013Q4 201615
Sutton Wealth Advisors Inc. 15150.07%0.33%0.50%Q1 2020Q3 202315
American Institute for Advanced Investment Management, LLP 15150.52%0.90%1.13%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.03%0.11%0.22%Q4 2019Q3 202315
Atlantic Union Bankshares Corp 15150.06%0.08%0.10%Q1 2020Q3 202315
JFS WEALTH ADVISORS, LLC 960.00%0.01%0.02%Q2 2017Q3 202315
Clarius Group, LLC 1210.02%0.09%0.24%Q3 2018Q3 202315
Affinity Capital Advisors, LLC 15150.35%0.53%0.78%Q1 2020Q3 202315
Continuum Advisory, LLC 15150.72%0.95%1.24%Q1 2020Q3 202315
THOROUGHBRED FINANCIAL SERVICES, LLC 15150.08%0.28%0.38%Q1 2020Q3 202315
Marietta Wealth Management, LLC 15151.35%1.89%2.85%Q1 2020Q3 202315
jvl associates llc 15153.26%4.84%5.74%Q1 2020Q3 202315
Modus Advisors, LLC 15150.97%1.34%1.43%Q2 2020Q4 202315
FinTrust Capital Advisors, LLC 960.00%0.01%0.04%Q4 2018Q3 202315
Valtinson Bruner Financial Planning LLC 1320.14%0.59%0.87%Q4 2019Q3 202315
StrongBox Wealth, LLC 15150.76%1.30%1.92%Q2 2020Q4 202315
PRIO WEALTH LIMITED PARTNERSHIP 15150.09%0.35%0.50%Q1 2020Q3 202315
BRIDGES INVESTMENT MANAGEMENT INC 15150.06%0.08%0.09%Q1 2020Q3 202315
Claybrook Capital, LLC 15150.01%0.16%0.20%Q4 2017Q2 202115
Concert Wealth Management Inc. 870.03%0.08%0.11%Q2 2013Q1 201715
CWS Financial Advisors, LLC 870.11%0.16%0.20%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.26%0.29%0.35%Q1 2020Q3 202315
Apella Capital, LLC 1230.20%0.32%0.52%Q1 2020Q4 202315
Parkside Advisors LLC 15150.08%0.12%0.18%Q4 2018Q2 202215
HHM Wealth Advisors, LLC 15150.04%0.07%0.14%Q1 2020Q3 202315
Narwhal Capital Management 1230.04%0.06%0.12%Q1 2017Q4 202015
Mokosak Advisory Group, LLC 15151.16%1.27%1.41%Q1 2020Q3 202315
CERTUITY, LLC 15150.06%0.09%0.12%Q1 2020Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.06%0.07%0.10%Q1 2020Q3 202315
KMG FIDUCIARY PARTNERS, LLC 15150.09%0.41%1.24%Q1 2020Q3 202315
Ameraudi Asset Management, Inc. 15150.20%3.49%4.31%Q1 2020Q3 202315
Ziegler Capital Management, LLC 15150.09%0.18%0.23%Q1 2020Q3 202315
INVESTMENT PARTNERS, LTD. 15150.79%1.62%2.07%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.02%0.02%0.02%Q1 2020Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.01%0.02%Q3 2018Q3 202315
Strategic Wealth Partners Group, LLC 910.04%0.27%2.57%Q1 2018Q3 202315
CLIENT 1ST ADVISORY GROUP, LLC 1410.14%0.16%0.27%Q4 2019Q3 202315
First National Bank of Mount Dora, Trust Investment Services 1410.08%0.09%0.11%Q4 2019Q4 202315
Enterprise Bank & Trust Co 1140.08%0.13%0.22%Q2 2019Q1 202315
MSI Financial Services Inc 15150.06%0.33%0.63%Q2 2013Q4 201615
Advisor Group, Inc. 15150.19%0.27%0.36%Q2 2016Q4 201915
CBIZ Investment Advisory Services, LLC 961.96%6.48%16.39%Q4 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.43%0.64%2.69%Q2 2013Q4 201615
Carolina Wealth Advisors, LLC 1320.00%0.00%0.02%Q4 2019Q3 202315
Retirement Group, LLC 1410.03%0.04%0.08%Q4 2019Q3 202315
Moser Wealth Advisors, LLC 1320.33%0.36%0.40%Q4 2019Q3 202315
AlphaStar Capital Management, LLC 1050.03%0.20%0.48%Q4 2017Q2 202215
Capital Advisory Group Advisory Services, LLC 1210.00%0.74%1.18%Q1 2018Q3 202315
Petix & Botte Co 1230.51%0.90%1.16%Q4 2019Q3 202315
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 15150.15%2.23%3.10%Q2 2019Q4 202215
Oldfather Financial Services, LLC 15150.34%0.40%0.50%Q1 2020Q3 202315
Wealth Alliance 15150.38%0.58%0.78%Q1 2020Q3 202315
AVIANCE CAPITAL MANAGEMENT, LLC 15150.13%0.19%0.22%Q3 2015Q1 201915
TRANSCEND CAPITAL ADVISORS, LLC 1320.09%0.17%0.22%Q4 2019Q3 202315
SHEETS SMITH WEALTH MANAGEMENT 15150.09%0.26%0.48%Q1 2020Q3 202315
SIMPLEX TRADING, LLC 610.00%0.00%0.02%Q3 2015Q3 202315
Platte River Wealth Advisors, LLC 1410.44%3.85%4.75%Q4 2019Q3 202315
Western Wealth Management, LLC 820.03%0.07%0.12%Q2 2019Q3 202315
J.W. COLE ADVISORS, INC. 870.17%0.43%0.85%Q4 2019Q3 202315
Axiom Financial Strategies, LLC 15159.19%12.88%16.02%Q1 2020Q3 202315
DF DENT & CO INC 15150.01%0.01%0.01%Q1 2020Q3 202315
Provident Wealth Management, LLC 1410.01%0.05%0.13%Q4 2019Q3 202315
Ridgewood Investments LLC 1410.19%1.11%1.44%Q4 2019Q3 202315
LOWE BROCKENBROUGH & CO INC 15150.06%0.59%0.70%Q1 2020Q3 202315
ADVISORY RESEARCH INC 15150.05%0.11%0.19%Q1 2020Q3 202315
ACIMA PRIVATE WEALTH, LLC 14140.08%0.09%0.12%Q4 2018Q1 202214
Merit Financial Group, LLC 1020.02%0.04%0.07%Q4 2017Q3 202314
Calamos Wealth Management LLC 14140.25%0.29%0.33%Q2 2020Q3 202314
PLIMOTH TRUST CO LLC 14140.13%0.15%0.22%Q2 2020Q3 202314
B & T Capital Management DBA Alpha Capital Management 14140.39%7.52%9.43%Q2 2020Q3 202314
DOHJ, LLC 14141.51%4.57%6.40%Q2 2020Q3 202314
CVA Family Office, LLC 14140.01%0.03%0.09%Q1 2020Q2 202314
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.07%0.22%0.41%Q2 2018Q3 202314
COZAD ASSET MANAGEMENT INC 14140.80%0.90%1.09%Q2 2020Q3 202314
Hudock, Inc. 14140.00%0.01%0.02%Q2 2019Q3 202214
Ruggie Capital Group 1310.88%4.59%6.53%Q1 2016Q3 201914
LBMC INVESTMENT ADVISORS, LLC 14140.59%0.70%0.96%Q2 2020Q3 202314
FIRST BUSINESS FINANCIAL SERVICES, INC. 1130.03%0.09%0.13%Q1 2019Q3 202314
Zuckerman Investment Group, LLC 14140.07%0.41%0.58%Q2 2020Q3 202314
SCOTIA CAPITAL INC. 14140.01%0.02%0.03%Q2 2020Q3 202314
CITIZENS FINANCIAL GROUP INC/RI 1010.00%0.03%0.04%Q1 2019Q3 202314
AdvicePeriod, LLC 1220.28%0.49%0.77%Q4 2017Q2 202114
CHEMICAL BANK 14140.04%0.70%0.96%Q1 2016Q2 201914
BBVA USA Bancshares, Inc. 14140.02%0.07%0.13%Q4 2017Q1 202114
Miller Investment Management, LP 14142.18%2.94%6.06%Q4 2016Q1 202014
1ST SOURCE BANK 610.01%0.02%0.03%Q1 2018Q3 202314
Global Financial Private Capital, Inc 14140.00%0.04%0.17%Q1 2017Q2 202014
Founders Capital Management 1130.00%0.04%0.05%Q4 2018Q4 202314
BAILARD, INC. 14140.01%0.06%0.24%Q2 2020Q3 202314
Summit Trail Advisors, LLC 950.02%0.08%0.19%Q1 2020Q3 202314
Sharkey, Howes & Javer 14140.02%0.08%0.16%Q1 2016Q2 201914
Total Clarity Wealth Management, Inc. 1310.00%1.00%3.07%Q4 2019Q2 202314
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14140.05%0.47%0.94%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.43%0.95%1.57%Q4 2019Q1 202314
Foster Victor Wealth Advisors, LLC 14140.46%3.30%5.66%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Renaissance Technologies 310.00%0.00%0.01%Q1 2018Q3 202314
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 14140.02%0.12%0.24%Q2 2020Q3 202314
STATE STREET CORP 710.00%0.00%0.00%Q4 2017Q1 202214
Sunflower Bank, N.A. 14140.05%0.07%0.16%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.28%0.39%0.48%Q4 2017Q1 202114
Geneva Advisors, LLC 14140.01%0.03%0.06%Q1 2014Q2 201714
Avion Wealth 14141.54%2.88%3.81%Q2 2020Q3 202314
Praetorian Wealth Management, Inc. 14144.78%6.05%6.77%Q2 2020Q3 202314
Graypoint LLC 14140.09%0.82%1.63%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
B. Riley Wealth Management, Inc. 820.01%0.37%0.75%Q1 2015Q2 202214
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1220.03%0.05%0.09%Q3 2019Q3 202314
Clear Creek Financial Management, LLC 1040.06%0.13%0.49%Q1 2020Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14140.54%4.24%7.48%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.00%0.00%0.01%Q4 2013Q1 201714
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 14140.20%2.25%7.14%Q2 2020Q3 202314
Intelligence Driven Advisers, LLC 860.05%0.25%0.74%Q1 2020Q3 202314
C M BIDWELL & ASSOCIATES LTD 1310.08%0.20%0.61%Q4 2017Q3 202314
PFG Private Wealth Management, LLC 14140.01%0.93%2.25%Q2 2020Q3 202314
LVM CAPITAL MANAGEMENT LTD/MI 1220.03%0.05%0.07%Q1 2017Q1 202214
PRIVATE ASSET MANAGEMENT INC 14140.04%0.09%0.13%Q2 2020Q3 202314
Fisher Asset Management, LLC 810.00%0.00%0.00%Q1 2017Q3 202314
Benchmark Financial Wealth Advisors, LLC 14142.83%3.26%3.84%Q2 2020Q3 202314
Shorepoint Capital Partners LLC 951.10%1.71%2.16%Q1 2020Q3 202314
Secure Asset Management, LLC 14140.27%0.95%1.94%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 14140.01%0.95%1.49%Q1 2020Q2 202314
COURIER CAPITAL LLC 13130.05%0.08%0.10%Q3 2020Q3 202313
Leelyn Smith, LLC 13130.37%0.48%0.82%Q3 2020Q3 202313
EPG Wealth Management LLC 1120.04%0.11%0.16%Q4 2019Q3 202313
AMERICAN NATIONAL BANK 13130.00%0.04%0.10%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.04%0.09%0.13%Q2 2013Q2 201613
FIRST HAWAIIAN BANK 1030.00%0.05%0.08%Q2 2013Q1 201913
YHB Investment Advisors, Inc. 13130.02%0.02%0.03%Q3 2020Q3 202313
SOUTH TEXAS MONEY MANAGEMENT LTD 13130.02%0.12%0.18%Q3 2016Q3 201913
McQueen, Ball & Associates Inc. 13130.92%1.16%1.30%Q4 2015Q4 201813
Investors Capital Advisory Services 13130.06%0.16%0.29%Q2 2013Q2 201613
Lee Financial Group Hawaii, Inc. 940.19%1.19%3.44%Q4 2017Q3 202213
Savant Capital, LLC 1210.04%0.09%0.16%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.28%0.37%0.52%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.07%0.13%0.15%Q3 2020Q3 202313
LexAurum Advisors, LLC 13130.12%0.24%0.31%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.34%0.40%0.46%Q3 2020Q3 202313
Beaumont Asset Management, L.L.C. 13130.34%0.40%0.55%Q2 2020Q2 202313
Single Point Partners, LLC 611.84%3.76%4.58%Q4 2019Q3 202313
Elevated Capital Advisors, LLC 510.56%0.94%1.63%Q1 2019Q3 202313
Columbia Trust Co 01012016 820.12%0.20%0.45%Q4 2019Q3 202313
Concorde Asset Management, LLC 13130.16%0.26%0.42%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.14%0.34%0.64%Q3 2020Q3 202313
Stokes Family Office, LLC 13130.06%0.08%0.10%Q3 2020Q3 202313
Clear Harbor Asset Management, LLC 1110.02%0.11%0.19%Q4 2019Q3 202313
Kalos Management, Inc. 810.04%0.17%0.47%Q4 2015Q2 202313
Archford Capital Strategies, LLC 760.00%0.01%0.01%Q3 2015Q2 201913
TFC Financial Management, Inc. 13130.10%0.14%0.18%Q3 2020Q3 202313
Litman Gregory Wealth Management LLC 820.00%0.03%0.07%Q2 2019Q3 202313
Lido Advisors, LLC 13130.01%0.03%0.10%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.17%0.20%0.24%Q3 2020Q3 202313
ALPHASIMPLEX GROUP, LLC 13130.39%1.12%2.58%Q4 2017Q4 202013
Arlington Partners LLC 1030.01%0.06%0.17%Q1 2020Q2 202313
MADISON WEALTH MANAGEMENT 13130.06%0.07%0.08%Q3 2020Q3 202313
CreativeOne Wealth, LLC 1210.03%0.07%0.15%Q1 2018Q3 202313
Gemmer Asset Management LLC 1120.49%1.07%1.41%Q1 2014Q3 202313
BALDWIN BROTHERS LLC/MA 1210.00%0.00%0.00%Q3 2016Q4 202313
Perennial Advisors, LLC 910.01%0.01%0.02%Q4 2016Q2 202113
Compass Financial Group, Inc. 13136.80%8.39%9.58%Q4 2016Q4 201913
PSI Advisors, LLC 940.00%0.08%0.25%Q4 2019Q3 202313
Vantage Investment Advisors, LLC 1210.00%0.03%0.04%Q4 2013Q2 201713
CAPITAL WEALTH MANAGEMENT, LLC 13130.34%1.70%2.54%Q4 2019Q4 202213
NORTHSTAR WEALTH PARTNERS LLC 13130.20%0.36%0.42%Q3 2017Q3 202013
SG Americas Securities, LLC 410.00%0.01%0.06%Q1 2014Q4 202113
FIRST CITIZENS BANK & TRUST CO 13130.01%0.02%0.04%Q3 2020Q3 202313
Balentine LLC 1210.00%0.00%0.01%Q3 2019Q3 202313
Lokken Investment Group LLC 1212.73%3.75%4.98%Q1 2012Q3 202313
Key FInancial Inc 1210.03%0.05%0.07%Q1 2020Q3 202313
MATHER GROUP, LLC. 13130.02%0.06%0.16%Q3 2020Q3 202313
MidWestOne Financial Group, Inc. 13130.07%0.15%0.43%Q3 2020Q3 202313
McAdam, LLC 1030.02%0.03%0.04%Q1 2018Q3 202313
Wells Trecaso Financial Group, LLC 1210.12%0.14%0.17%Q2 2020Q3 202313
Guardian Wealth Advisors, LLC 12120.09%0.79%0.96%Q4 2020Q3 202312
ARCADIA INVESTMENT MANAGEMENT CORP/MI 12120.00%0.03%0.07%Q4 2015Q3 201812
HUTCHINSON CAPITAL MANAGEMENT/CA 12120.07%0.08%0.09%Q3 2019Q2 202212
WADE G W & INC 12120.02%0.02%0.03%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.04%0.54%1.03%Q4 2019Q3 202312
Sterling Capital Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Bridgecreek Investment Management, LLC 12120.07%0.08%0.09%Q1 2017Q4 201912
Argent Advisors, Inc. 12120.11%0.13%0.15%Q4 2020Q3 202312
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 12120.01%0.01%0.02%Q1 2013Q4 201512
B. Riley Financial, Inc. 12120.90%1.35%2.12%Q4 2015Q3 201812
Smith, Salley & Associates 1110.07%0.09%0.13%Q2 2014Q3 202312
Corundum Group, Inc. 12120.12%0.19%0.26%Q3 2020Q2 202312
IFC Holdings Incorporated/FL 12120.03%0.18%0.30%Q1 2015Q4 201712
FIC CAPITAL INC 12120.09%0.10%0.11%Q2 2014Q1 201712
Axiom Investment Management LLC 12120.02%0.08%0.10%Q1 2019Q4 202112
Partnervest Advisory Services LLC 840.09%0.36%0.63%Q3 2013Q3 202012
Price Wealth, LLC 12120.04%0.64%2.01%Q4 2017Q3 202012
Alerus Investment Advisors Corp 12120.26%1.68%2.65%Q2 2013Q1 201612
Seven Post Investment Office LP 12120.12%0.62%0.79%Q4 2020Q3 202312
Garde Capital, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
MV CAPITAL MANAGEMENT, INC. 930.00%0.00%0.00%Q3 2019Q3 202312
Trexquant Investment LP 510.01%0.05%0.21%Q3 2019Q3 202312
Roble, Belko & Company, Inc 12120.09%0.14%0.24%Q1 2018Q4 202012
Stokes & Hubbell Capital Management, LLC 1020.07%0.11%0.26%Q3 2015Q1 201912
CWA Asset Management Group, LLC 810.02%0.08%0.13%Q1 2017Q3 202312
Intellectus Partners, LLC 610.01%0.20%0.55%Q3 2017Q3 202312
Mascoma Wealth Management LLC 1110.08%0.15%0.66%Q4 2016Q3 202312
Legacy Advisors, LLC 12120.09%0.24%0.47%Q4 2020Q3 202312
AAF Wealth Management, LLC 12127.74%8.54%9.66%Q4 2020Q3 202312
Northwest Capital Management Inc 620.01%0.37%0.77%Q4 2018Q3 202312
Divergent Planning, LLC 12120.21%12.47%18.25%Q4 2020Q3 202312
G&S Capital LLC 10100.02%0.03%0.06%Q4 2017Q1 202012
Grant Street Asset Management, Inc. 12120.11%1.00%1.47%Q4 2020Q3 202312
Braun-Bostich & Associates Inc. 12120.35%1.39%2.36%Q4 2017Q3 202012
Selective Wealth Management, Inc. 930.01%0.21%0.51%Q4 2020Q4 202312
Costello Asset Management, INC 12120.01%0.01%0.01%Q2 2020Q1 202312
Strategic Investment Advisors / MI 12120.25%0.41%0.81%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.34%0.44%0.63%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.09%0.14%0.22%Q2 2020Q3 202312
Magnus Financial Group LLC 1020.04%0.23%0.37%Q4 2018Q3 202312
Ellis Investment Partners, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Legacy Capital Wealth Partners, LLC 12122.40%5.80%10.23%Q4 2020Q3 202312
Grandview Asset Management LLC 610.15%0.81%1.17%Q2 2019Q3 202312
Vanguard Personalized Indexing Management, LLC 12120.02%0.07%0.18%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.05%0.10%Q4 2018Q3 202112
Joseph P. Lucia & Associates, LLC 1110.01%0.23%0.39%Q1 2019Q3 202312
Golden State Wealth Management, LLC 930.09%0.13%0.22%Q1 2019Q1 202212
IEQ CAPITAL, LLC 1110.02%0.03%0.06%Q4 2019Q3 202312
ORSER CAPITAL MANAGEMENT, LLC 610.12%0.24%0.42%Q4 2017Q2 202212
HBW ADVISORY SERVICES LLC 1020.09%0.17%0.35%Q3 2020Q3 202312
Capital Planning LLC 12123.12%3.36%3.84%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.44%0.63%0.74%Q4 2020Q3 202312
CALIBER WEALTH MANAGEMENT, LLC 12121.25%2.86%3.84%Q4 2020Q3 202312
Beacon Financial Advisory LLC 12120.26%0.51%0.75%Q4 2019Q3 202212
Parcion Private Wealth LLC 12120.08%0.33%0.52%Q4 2019Q3 202212
Indie Asset Partners, LLC 12120.30%0.46%0.61%Q2 2020Q1 202312
WNY Asset Management, LLC 12120.06%0.42%1.71%Q4 2020Q3 202312
High Note Wealth, LLC 12120.40%0.50%0.62%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.67%1.02%1.48%Q4 2019Q3 202312
TrueWealth Advisors, LLC 12120.52%2.45%3.94%Q4 2020Q3 202312
KWB Wealth 12120.05%0.06%0.06%Q4 2020Q3 202312
Fullen Financial Group 12120.34%0.39%0.42%Q2 2020Q1 202312
Cypress Point Wealth Management, LLC 12121.07%1.59%2.28%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12121.60%3.29%4.53%Q4 2020Q3 202312
Legacy Financial Group LLC 12120.89%3.96%6.58%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12124.05%4.34%4.58%Q4 2020Q3 202312
Accel Wealth Management 12120.20%0.32%0.46%Q4 2020Q3 202312
Monterey Private Wealth, Inc. 12120.13%0.25%0.30%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.46%0.80%1.17%Q4 2020Q3 202312
Hoese & Co LLP 12120.14%0.20%0.27%Q1 2021Q4 202312
Birchcreek Wealth Management, LLC 12120.30%0.37%0.47%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.01%0.39%1.24%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.19%0.33%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.09%0.12%0.16%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12121.69%2.85%3.37%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12122.72%5.22%6.19%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12122.23%2.69%3.62%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.10%0.14%0.20%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.76%0.91%1.35%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.65%0.74%0.89%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12122.09%3.26%4.11%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.38%0.47%0.55%Q4 2020Q3 202312
Orin Green Financial, LLC 12122.09%2.56%3.00%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.22%0.35%0.46%Q4 2020Q3 202312
Montis Financial, LLC 12120.86%1.13%1.31%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.27%0.69%1.02%Q4 2020Q3 202312
Wells Financial Advisors INC 12121.74%6.75%8.45%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.24%0.44%0.66%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.10%1.18%3.35%Q4 2020Q3 202312
BCK Partners, Inc. 121214.66%16.33%19.22%Q4 2020Q3 202312
Pine Ridge Advisers LLC 12121.96%2.68%3.50%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.52%0.90%1.81%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.02%0.06%0.11%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.25%0.49%1.30%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.25%0.41%0.66%Q4 2020Q3 202312
Red Wave Investments LLC 12123.77%4.01%4.16%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.10%0.20%0.30%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12120.15%1.30%3.44%Q4 2020Q3 202312
Round Rock Advisors, LLC 12127.20%8.56%12.07%Q4 2020Q3 202312
Echo Wealth Management, LLC 12120.40%3.19%5.77%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.67%0.83%0.94%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12121.46%1.84%2.29%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.65%0.86%1.22%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.51%1.46%1.90%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.36%0.50%0.66%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.40%0.54%0.67%Q4 2020Q3 202312
High Pines Wealth Management, LLC 12122.98%5.19%8.11%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12121.22%1.45%1.63%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.16%0.35%0.60%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.38%0.45%0.52%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.03%Q2 2013Q1 201612
MJP ASSOCIATES INC /ADV 12120.20%0.26%0.32%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12121.04%1.30%1.47%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.30%0.32%0.37%Q4 2018Q3 202112
ANDERSON HOAGLAND & CO 12121.31%2.49%4.41%Q4 2020Q3 202312
NBT BANK N A /NY 12120.03%0.04%0.06%Q4 2020Q3 202312
BRYN MAWR TRUST Co 12120.01%0.02%0.02%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.29%0.39%0.51%Q4 2020Q3 202312
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 930.00%0.00%0.01%Q1 2017Q3 202312
IBERIABANK CORP 12120.06%0.18%0.22%Q3 2017Q2 202012
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 11110.06%0.07%0.07%Q2 2020Q4 202211
GRIES FINANCIAL LLC 11110.09%0.11%0.15%Q1 2021Q3 202311
Geller Advisors LLC 1010.15%1.66%2.53%Q4 2014Q3 202311
LATHROP INVESTMENT MANAGEMENT CORP 11110.05%0.06%0.07%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 810.00%0.07%0.14%Q2 2018Q3 202311
Ten Capital Wealth Advisors, LLC 11110.06%1.23%1.94%Q4 2020Q2 202311
WEALTHFRONT Corp 610.00%0.01%0.01%Q1 2015Q3 201811
CT Financial Advisors LLC 1010.04%0.05%0.08%Q1 2014Q1 201711
Schwab Charitable Fund 11110.14%0.42%0.78%Q1 2019Q3 202111
Ellsworth Advisors, LLC 11110.12%0.15%0.22%Q1 2021Q3 202311
Aft, Forsyth & Sober, LLC 11110.01%1.49%4.96%Q2 2013Q4 201511
Birch Capital Management, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
Silicon Valley Capital Partners 11110.00%0.13%0.40%Q1 2021Q3 202311
SevenBridge Financial Group, LLC 11110.07%0.16%0.21%Q2 2019Q4 202111
Northern Capital Management, Inc. 11110.49%0.66%0.88%Q1 2021Q3 202311
HANSEATIC MANAGEMENT SERVICES INC 11110.02%3.54%7.38%Q1 2021Q3 202311
Azimuth Capital Management LLC 830.02%0.06%0.08%Q2 2019Q1 202211
4Thought Financial Group Inc. 11114.37%5.10%5.90%Q1 2021Q3 202311
Retirement Planning Group, LLC 740.03%0.04%0.05%Q4 2020Q3 202311
Narus Financial Partners, LLC 740.74%1.06%1.33%Q4 2016Q3 202311
Bard Financial Services, Inc. 11110.05%0.05%0.06%Q4 2020Q2 202311
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
STERLING INVESTMENT MANAGEMENT, LLC 510.13%0.21%0.26%Q4 2017Q3 202311
1832 Asset Management L.P. 710.00%0.11%0.20%Q4 2017Q3 202311
Benedetti & Gucer, Inc. 11112.22%2.68%3.24%Q1 2021Q3 202311
Clean Yield Group 1010.02%0.07%0.08%Q4 2020Q3 202311
BEACON INVESTMENT ADVISORY SERVICES, INC. 740.01%0.01%0.02%Q4 2020Q3 202311
Nachman Norwood & Parrott, Inc 11116.94%7.39%7.94%Q4 2018Q2 202111
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.01%0.58%0.81%Q4 2020Q3 202311
Mariner Wealth Advisors-Cincinnati, LLC 740.03%0.04%0.05%Q4 2015Q3 201811
Sageworth Trust Co 11110.00%0.00%0.01%Q4 2019Q2 202211
Ameritas Investment Company, LLC 11110.24%0.29%0.36%Q1 2019Q3 202111
EDMOND DE ROTHSCHILD HOLDING S.A. 11110.00%0.00%0.01%Q1 2021Q3 202311
FULTON BANK, N.A. 11110.03%0.04%0.06%Q2 2021Q4 202311
Stonebridge Capital Advisors LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
Spire Wealth Management 11110.04%0.17%0.34%Q1 2021Q3 202311
Schoolcraft Capital LLC 11110.17%0.22%0.28%Q1 2021Q3 202311
Laird Norton Wetherby Trust Company, LLC 650.02%0.04%0.07%Q4 2020Q3 202311
MERITAGE PORTFOLIO MANAGEMENT 11110.04%0.04%0.05%Q1 2021Q3 202311
SEI INVESTMENTS CO 1010.00%0.00%0.00%Q1 2016Q4 201811
Bremer Bank National Association 1010.02%0.05%0.07%Q1 2019Q3 202311
55I, LLC 11110.03%0.09%0.26%Q1 2020Q3 202211
Orion Capital Management LLC 1010.02%0.02%0.02%Q4 2020Q3 202311
Minot Wealth Management LLC 11110.30%0.42%0.98%Q4 2019Q2 202211
KENNICOTT CAPITAL MANAGEMENT LLC 11110.24%0.33%0.40%Q1 2021Q3 202311
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1010.20%0.67%1.02%Q4 2019Q4 202211
LOGAN CAPITAL MANAGEMENT INC 11110.02%0.02%0.02%Q1 2021Q3 202311
Live Your Vision, LLC 1010.00%0.00%0.00%Q3 2015Q1 201911
David J Yvars Group 11110.16%0.22%0.34%Q1 2021Q3 202311
Karpus Management, Inc. 11110.85%1.29%1.68%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.02%0.03%0.04%Q4 2017Q2 202011
Allegheny Financial Group LTD 1010.10%0.18%0.29%Q4 2020Q3 202311
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1010.00%0.01%0.01%Q4 2019Q3 202311
Vestmark Advisory Solutions, Inc. 610.01%0.02%0.04%Q3 2019Q2 202311
One Wealth Advisors, LLC 910.04%0.16%0.50%Q1 2020Q2 202311
Global Strategic Investment Solutions, LLC 11110.03%0.09%0.15%Q1 2021Q3 202311
WestHill Financial Advisors, Inc. 920.01%0.01%0.02%Q4 2020Q3 202311
MTM Investment Management, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Stratos Investment Management, LLC 11110.12%0.79%1.16%Q1 2021Q3 202311
Solstein Capital, LLC 11110.07%0.10%0.16%Q1 2021Q3 202311
ASPIRIANT, LLC 1010.04%0.06%0.08%Q2 2016Q3 202311
Legacy Financial Advisors, Inc. 610.01%0.03%0.06%Q4 2017Q3 202311
Levy Wealth Management Group, LLC 740.10%0.83%1.50%Q4 2020Q3 202311
Capital Directions Investment Advisors, LLC 710.00%0.22%0.51%Q2 2013Q4 202211
Wellspring Financial Advisors, LLC 10100.07%0.22%0.29%Q1 2020Q2 202210
TCG Advisory Services, LLC 730.04%0.12%0.22%Q1 2021Q3 202310
Performa Ltd (US), LLC 10100.54%2.69%8.57%Q2 2021Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 520.09%0.12%0.18%Q2 2018Q1 202210
Covenant Multifamily Offices, LLC 710.06%0.17%0.30%Q2 2015Q2 202010
Permanens Capital L.P. 10100.01%0.03%0.05%Q1 2019Q2 202110
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.01%0.04%0.06%Q2 2013Q3 201510
SVB Investment Services Inc. 10100.49%0.66%0.81%Q4 2019Q1 202210
BOYS ARNOLD & CO INC 10100.04%0.08%0.18%Q4 2017Q1 202010
Flaharty Asset Management, LLC 910.02%0.05%0.06%Q3 2020Q3 202310
WHALEROCK POINT PARTNERS, LLC 410.09%0.14%0.27%Q4 2014Q3 202310
Sonora Investment Management, LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
6 Meridian 10100.19%0.28%0.35%Q4 2017Q1 202010
Clear Perspectives Financial Planning, LLC 10100.06%0.11%0.17%Q4 2020Q1 202310
Bank of New Hampshire 10102.64%2.83%2.98%Q2 2021Q3 202310
SWMG, LLC 640.50%1.06%1.54%Q4 2020Q2 202310
Blossom Wealth Management 10101.50%1.81%2.19%Q2 2021Q3 202310
ETF Portfolio Partners, Inc. 510.09%0.11%0.13%Q4 2020Q3 202310
HighTower Trust Company, N.A. 520.04%0.22%0.58%Q2 2016Q1 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 910.03%0.07%0.15%Q4 2020Q3 202310
MBL Wealth, LLC 710.28%0.54%0.97%Q4 2020Q3 202310
D. SCOTT NEAL, INC. 510.00%0.68%2.20%Q3 2016Q3 202310
Hudson Value Partners, LLC 10100.14%0.18%0.20%Q2 2021Q3 202310
EMFO, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
WealthTrust Asset Management, LLC 10100.25%0.36%0.55%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.17%0.24%0.34%Q1 2021Q3 202310
Fermata Advisors, LLC 910.18%0.59%1.08%Q1 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.04%0.04%0.05%Q1 2020Q2 202210
GPS Wealth Strategies Group, LLC 730.02%0.03%0.04%Q1 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Crew Capital Management, Ltd. 10100.27%0.38%0.57%Q1 2021Q2 202310
GSB Wealth Management, LLC 820.12%0.15%0.19%Q1 2021Q3 202310
First Bancorp, Inc /ME/ 915.00%5.93%6.14%Q1 2021Q3 202310
SYM FINANCIAL Corp 10100.00%0.01%0.05%Q2 2021Q3 202310
Proficio Capital Partners LLC 10100.04%0.08%0.17%Q1 2017Q2 201910
BRINKER CAPITAL INC 10100.01%0.02%0.02%Q3 2017Q4 201910
HALL CAPITAL MANAGEMENT CO INC 10102.32%3.55%4.90%Q2 2021Q3 202310
SHUFRO ROSE & CO LLC 10100.10%0.60%1.11%Q2 2021Q3 202310
NORTH STAR ASSET MANAGEMENT INC 10100.02%0.02%0.03%Q2 2021Q3 202310
Sage Mountain Advisors LLC 810.01%0.06%0.09%Q4 2020Q3 202310
New England Private Wealth Advisors LLC 640.04%0.05%0.06%Q1 2021Q3 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HANCOCK WHITNEY CORP 820.01%0.02%0.02%Q1 2015Q3 202310
HOWLAND CAPITAL MANAGEMENT LLC 910.01%0.04%0.05%Q4 2014Q1 202210
ACAS, LLC 641.80%2.04%2.21%Q1 2021Q3 202310
Foundations Investment Advisors, LLC 420.01%0.78%3.82%Q2 2018Q3 202310
Orgel Wealth Management, LLC 810.02%0.05%0.08%Q4 2017Q1 202210
FARMERS TRUST CO 10100.19%0.21%0.22%Q4 2017Q1 202010
St. Louis Trust Co 510.05%0.55%1.53%Q1 2020Q3 202310
Zions Bancorporation 10100.01%0.02%0.02%Q4 2015Q1 201810
VeraBank, N.A. 10100.20%0.73%1.02%Q2 2021Q3 202310
EVERGREEN CAPITAL MANAGEMENT LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
Fulcrum Capital LLC 640.08%5.01%9.20%Q1 2019Q3 202310
Hexagon Capital Partners LLC 730.00%0.03%0.04%Q3 2020Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10100.22%0.27%0.34%Q2 2021Q3 202310
Refined Wealth Management 10100.92%1.90%4.00%Q2 2021Q3 202310
Advocacy Wealth Management Services, LLC 520.02%0.29%0.86%Q2 2013Q4 202110
GARRISON POINT ADVISORS, LLC 10100.16%0.35%0.50%Q2 2021Q3 202310
Border to Coast Pensions Partnership Ltd 10105.02%6.16%7.55%Q2 2021Q3 202310
Accretive Wealth Partners, LLC 10100.14%0.17%0.19%Q2 2021Q3 202310
Coastline Trust Co 10100.04%0.04%0.04%Q4 2016Q1 201910
Compass Ion Advisors, LLC 10100.22%0.32%0.40%Q2 2021Q3 202310
Gerber Kawasaki Wealth & Investment Management 640.01%0.03%0.05%Q4 2020Q3 202310
Zions Bancorporation, N.A. 10100.01%0.02%0.10%Q2 2021Q3 202310
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 610.02%0.03%0.04%Q2 2017Q1 202210
Evensky & Katz LLC 640.00%0.01%0.02%Q1 2019Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Sensible Financial Planning & Management, LLC. 10100.28%0.41%0.49%Q2 2020Q3 202210
Blue Barn Wealth, LLC 10100.34%0.45%0.56%Q2 2021Q3 202310
Hefty Wealth Partners 10100.69%1.51%2.11%Q4 2015Q1 201810
Cannell & Co. 910.01%0.02%0.14%Q1 2017Q3 202310
Lowell Blake & Associates Inc. 10100.11%0.16%0.21%Q2 2021Q3 202310
Pallas Capital Advisors LLC 10100.04%0.10%0.15%Q2 2021Q3 202310
Newbridge Financial Services Group, Inc. 10100.00%0.00%0.00%Q3 2020Q4 202210
MFA WEALTH ADVISORS, LLC 821.26%3.45%12.13%Q1 2020Q4 202210
Pinkerton Retirement Specialists, LLC 640.01%1.05%5.42%Q1 2017Q3 202310
Salomon & Ludwin, LLC 10100.03%0.19%0.43%Q2 2021Q3 202310
Qube Research & Technologies Ltd 410.00%0.05%0.12%Q4 2019Q2 202310
CKW FINANCIAL GROUP 820.01%0.09%0.57%Q4 2019Q3 202310
BCM ADVISORS, LLC 10100.09%0.18%0.23%Q2 2021Q3 202310
Asio Capital, LLC 810.01%0.01%0.02%Q4 2019Q2 20239
Sanford Advisory Services, LLC 990.22%0.24%0.33%Q4 2020Q4 20229
Cornerstone Advisors, Inc. 810.03%7.08%12.42%Q4 2016Q3 20209
West Financial Advisors, LLC 990.07%0.27%0.36%Q3 2021Q3 20239
DENVER INVESTMENT ADVISORS LLC 990.01%0.01%0.02%Q1 2016Q1 20189
ACG Wealth 990.03%0.17%0.36%Q3 2020Q3 20229
LONDON CO OF VIRGINIA 310.00%0.00%0.01%Q3 2016Q1 20239
Truvestments Capital LLC 420.00%1.24%2.14%Q2 2018Q2 20239
Cooper Financial Group 540.05%0.06%0.08%Q4 2020Q3 20239
Buffington Mohr McNeal 810.01%0.05%0.06%Q1 2019Q3 20239
WRAPMANAGER INC 990.24%0.27%0.30%Q4 2015Q4 20179
Goelzer Investment Management, Inc. 810.03%0.14%0.23%Q1 2019Q3 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 630.01%0.02%0.07%Q2 2019Q3 20239
Newman & Schimel, LLC 990.28%0.39%0.57%Q4 2020Q4 20229
Whelan Financial 995.39%6.21%9.62%Q3 2021Q3 20239
Better Money Decisions, LLC 630.08%0.17%0.26%Q1 2021Q3 20239
TNF LLC 990.20%0.23%0.28%Q3 2021Q3 20239
Curi Wealth Management, LLC 810.00%0.07%0.11%Q4 2020Q3 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.03%0.07%Q3 2021Q3 20239
NORTHWEST WEALTH MANAGEMENT, LLC 510.04%0.08%0.14%Q1 2018Q1 20239
GoalFusion Wealth Management, LLC 991.28%1.41%1.65%Q4 2021Q4 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 541.15%1.30%1.58%Q2 2021Q3 20239
Cornerstone Financial Partners, LLC 994.73%6.00%11.05%Q4 2015Q4 20179
Squar Milner Financial Services LLC 990.06%0.10%0.16%Q2 2018Q2 20209
Dentgroup LLC 990.29%0.42%0.54%Q4 2021Q4 20239
WEALTHSOURCE PARTNERS, LLC 540.02%0.05%0.08%Q1 2017Q1 20229
Members Trust Co 810.01%0.01%0.01%Q1 2018Q1 20229
Intrua Financial, LLC 990.05%0.06%0.08%Q1 2021Q1 20239
Laurel Wealth Planning LLC 990.03%0.30%1.27%Q4 2020Q4 20229
American Investment Services, Inc. 990.10%0.13%0.15%Q2 2017Q2 20199
Almanack Investment Partners, LLC. 420.04%0.69%0.89%Q4 2020Q3 20239
Bridgewater Advisors Inc. 630.21%0.39%0.57%Q4 2013Q2 20229
MCMILLION CAPITAL MANAGEMENT INC 990.10%0.15%0.22%Q2 2019Q2 20219
Stanford Investment Group, Inc. 990.01%0.01%0.02%Q4 2014Q4 20169
MARCO INVESTMENT MANAGEMENT LLC 810.02%0.03%0.04%Q3 2018Q1 20229
FormulaFolio Investments, LLC 510.00%0.01%0.02%Q2 2018Q2 20219
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.03%Q3 2021Q3 20239
FIDELIS iM, LLC 999.58%11.91%15.64%Q3 2021Q3 20239
DAVIDSON & GARRARD INC 990.17%0.35%0.47%Q3 2015Q3 20179
Cypress Capital Group 810.09%0.18%0.24%Q2 2016Q3 20239
SMITH HAYES Advisers, Inc 810.05%0.17%0.25%Q2 2013Q4 20159
ZACKS INVESTMENT MANAGEMENT 990.00%0.00%0.00%Q2 2021Q2 20239
NWK Group, Inc. 990.05%0.06%0.09%Q4 2019Q4 20219
Providence Capital Advisors, LLC 710.00%0.04%0.14%Q2 2018Q3 20239
Newport Wealth Strategies, Inc. 990.50%1.03%1.32%Q3 2019Q3 20219
Beirne Wealth Consulting Services, LLC 510.24%0.41%1.03%Q4 2018Q1 20239
Heritage Trust Co 990.01%0.06%0.19%Q3 2017Q3 20199
Riverview Trust Co 990.01%0.01%0.01%Q3 2021Q3 20239
Wall Capital Group, Inc. 991.80%2.02%2.42%Q1 2017Q1 20199
Towerpoint Wealth, LLC 990.70%2.43%4.03%Q3 2021Q3 20239
MEEDER ASSET MANAGEMENT INC 990.00%0.01%0.02%Q3 2020Q3 20229
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 540.02%0.02%0.03%Q2 2021Q3 20239
Chicago Wealth Management, Inc. 990.24%0.27%0.34%Q1 2021Q1 20239
FLAGSTAR ADVISORS INC 990.31%0.55%0.67%Q3 2021Q3 20239
Herold Advisors, Inc. 990.18%0.25%0.46%Q3 2021Q3 20239
Diversified Trust Co 610.01%0.05%0.09%Q4 2013Q4 20239
VERUS CAPITAL PARTNERS, LLC 720.43%0.63%0.85%Q4 2019Q3 20239
Brouwer & Janachowski, LLC 720.10%0.12%0.16%Q4 2013Q1 20169
High Net Worth Advisory Group LLC 990.56%0.67%0.76%Q4 2021Q4 20239
TOCQUEVILLE ASSET MANAGEMENT L.P. 720.00%0.01%0.02%Q4 2017Q2 20239
AlphaCore Capital LLC 990.05%0.11%0.28%Q3 2021Q3 20239
Bryn Mawr Capital Management, LLC 540.06%0.13%0.18%Q1 2021Q3 20239
Sierra Capital LLC 990.00%1.35%2.02%Q3 2021Q3 20239
LVW Advisors, LLC 990.07%0.16%0.26%Q4 2014Q4 20169
Tranquility Partners, LLC 990.10%0.24%0.34%Q3 2021Q3 20239
PATTON ALBERTSON MILLER GROUP, LLC 810.04%0.06%0.06%Q2 2020Q1 20239
Aletheian Wealth Advisors LLC 990.35%0.49%0.65%Q4 2021Q4 20239
PRIVATE CAPITAL MANAGEMENT LLC 990.07%0.09%0.12%Q3 2021Q3 20239
Quantum Capital Management, LLC / NJ 810.00%0.44%3.97%Q1 2014Q3 20179
Fiduciary Wealth Partners, LLC 886.65%7.82%11.71%Q4 2015Q3 20178
Addison Advisors LLC 880.46%1.56%2.70%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.43%0.51%0.69%Q4 2021Q3 20238
FourThought Financial, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
OPTIMUM INVESTMENT ADVISORS 880.01%0.01%0.02%Q1 2018Q4 20198
VALLEY WEALTH MANAGERS, INC. 620.00%0.00%0.00%Q4 2016Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
NewEdge Wealth, LLC 880.63%0.90%1.02%Q4 2021Q3 20238
Integrated Wealth Management 440.01%0.37%1.16%Q1 2015Q1 20178
Boyd Wealth Management, LLC 881.15%1.46%1.83%Q4 2021Q3 20238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 610.00%0.00%0.00%Q4 2018Q3 20238
WOODWARD DIVERSIFIED CAPITAL, LLC 880.20%0.22%0.24%Q4 2020Q3 20228
BANK OF NOVA SCOTIA 710.00%0.01%0.04%Q1 2021Q2 20238
Index Fund Advisors, Inc. 880.12%0.17%0.33%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.07%0.07%0.08%Q1 2016Q1 20188
Johanson Financial Advisors, Inc. 710.03%0.62%0.96%Q4 2019Q4 20218
McCollum Christoferson Group LLC 880.11%0.14%0.16%Q4 2017Q3 20198
TRUE Private Wealth Advisors 510.00%0.07%0.15%Q1 2016Q4 20198
RGT Wealth Advisors, LLC 710.00%0.12%0.16%Q3 2016Q4 20218
PERSONAL CFO SOLUTIONS, LLC 530.00%0.06%0.12%Q3 2019Q3 20218
CABANA LLC 410.00%3.51%8.53%Q4 2017Q2 20238
Highwater Wealth Management, LLC 441.57%2.50%3.53%Q1 2017Q3 20198
Virtue Capital Management, LLC 620.00%0.30%0.46%Q4 2017Q2 20228
CAPITAL ADVISORS INC/OK 710.01%0.02%0.03%Q4 2018Q3 20238
FIRST NATIONAL BANK SIOUX FALLS 880.32%1.14%2.23%Q4 2021Q3 20238
Keeler Thomas Management LLC 880.14%0.75%1.25%Q1 2021Q4 20228
SIMMONS FIRST TRUST CO NA 880.64%1.66%2.21%Q1 2014Q4 20158
QUEST CAPITAL MANAGEMENT INC /ADV 880.10%0.39%0.93%Q1 2020Q4 20218
CHURCHILL MANAGEMENT Corp 530.53%2.04%2.86%Q2 2019Q4 20218
PECAUT & CO. 880.05%0.29%0.35%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.05%0.06%0.07%Q2 2013Q1 20158
Fort Point Capital Partners LLC 440.03%0.13%0.47%Q3 2021Q3 20238
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 881.05%1.76%2.31%Q4 2015Q3 20178
FIRST COMMUNITY TRUST NA 880.09%0.21%0.30%Q4 2021Q3 20238
Penn Capital Management Company, LLC 210.01%0.07%0.25%Q4 2016Q3 20238
Janney Capital Management LLC 530.01%0.02%0.02%Q1 2021Q3 20238
Watermark Asset Management, Inc. 880.04%0.04%0.04%Q1 2017Q4 20188
BOSTON PRIVATE BANK & TRUST CO 880.04%0.04%0.06%Q2 2013Q1 20158
Betterment LLC 410.00%0.00%0.00%Q2 2020Q3 20238
Heritage Financial Services, LLC 880.15%0.35%0.70%Q4 2021Q3 20238
Country Club Trust Company, n.a. 880.07%0.10%0.14%Q1 2020Q4 20218
PFS Partners, LLC 880.03%0.05%0.05%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.08%0.09%0.12%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.14%1.18%1.24%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 880.46%0.66%0.93%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.11%0.18%0.31%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.19%0.26%0.31%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
DT Investment Partners, LLC 880.01%1.22%2.49%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 884.64%5.18%5.87%Q4 2021Q3 20238
VOYA INVESTMENT MANAGEMENT LLC 880.03%0.04%0.05%Q2 2021Q1 20238
Stephens Consulting, LLC 886.99%8.46%11.18%Q4 2021Q3 20238
Hofer & Associates. Inc 882.31%2.59%2.95%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.05%0.06%0.12%Q4 2021Q3 20238
MA Private Wealth 440.04%0.06%0.10%Q4 2018Q1 20228
GDS Wealth Management 881.90%1.97%2.08%Q4 2021Q3 20238
Virtu Financial LLC 410.02%0.04%0.06%Q2 2014Q3 20198
RETIREMENT GUYS FORMULA LLC 880.42%2.42%3.77%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.36%0.49%0.58%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Stelac Advisory Services LLC 320.03%0.06%0.18%Q1 2018Q2 20218
WARNER FINANCIAL, INC 883.50%3.76%4.10%Q4 2021Q3 20238
Your Advocates Ltd., LLP 510.00%0.01%0.01%Q2 2020Q3 20238
NorthRock Partners, LLC 530.02%0.03%0.04%Q3 2021Q3 20238
Investmark Advisory Group LLC 880.26%0.58%0.93%Q4 2021Q3 20238
Objective Capital Management, LLC 882.07%2.25%2.44%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 881.02%2.57%3.80%Q4 2021Q3 20238
MAYPORT, LLC 880.31%0.39%0.49%Q4 2021Q3 20238
Private Vista, LLC 880.09%0.10%0.13%Q1 2018Q4 20198
Strengthening Families & Communities, LLC 880.01%0.44%1.05%Q4 2021Q3 20238
BOSTON ADVISORS LLC 880.01%0.01%0.01%Q4 2017Q3 20198
Leo H. Evart, Inc. 882.26%2.48%2.66%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.59%0.69%0.81%Q4 2021Q3 20238
LOWERY THOMAS, LLC 880.26%0.29%0.34%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.02%0.07%0.10%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.70%0.79%0.88%Q4 2021Q3 20238
GRIMES & COMPANY, INC. 410.01%0.03%0.06%Q2 2015Q3 20238
Ascent Group, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Mystic Asset Management, Inc. 882.43%2.58%2.69%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Cedar Mountain Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.18%0.25%0.33%Q4 2021Q3 20238
Argentus Capital Management, LLC 530.00%0.27%0.76%Q2 2014Q3 20168
Family CFO Inc 880.04%0.05%0.05%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 884.63%5.09%5.60%Q4 2021Q3 20238
ETF Store, Inc. 880.39%0.48%0.60%Q4 2021Q3 20238
Investors Financial Group, LLC 710.19%0.25%0.30%Q4 2019Q4 20218
O'ROURKE & COMPANY, Inc 880.44%0.54%0.64%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 710.21%0.40%0.53%Q4 2020Q2 20238
Symphony Financial, Ltd. Co. 710.18%0.21%0.24%Q1 2021Q3 20238
Intergy Private Wealth, LLC 880.44%0.72%0.79%Q4 2021Q3 20238
Roger Wittlin Investment Advisory, LLC 883.42%6.94%13.25%Q4 2021Q3 20238
Byrne Asset Management LLC 880.17%0.21%0.28%Q4 2021Q3 20238
HB Wealth Management, LLC 880.10%0.37%0.49%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.26%0.37%0.56%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.06%0.60%1.01%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.16%0.39%1.66%Q4 2021Q3 20238
Intelligent Financial Strategies 880.06%0.07%0.08%Q4 2021Q3 20238
City State Bank 880.94%1.14%1.29%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 889.29%10.07%10.72%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.05%0.08%0.12%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 882.42%3.50%6.78%Q4 2021Q3 20238
Next Level Private LLC 880.19%1.04%1.43%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 882.15%2.29%2.40%Q4 2021Q3 20238
Investment Research & Advisory Group, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
COOK WEALTH MANAGEMENT GROUP LLC 880.73%3.48%6.09%Q4 2021Q3 20238
Chemistry Wealth Management LLC 880.17%0.36%1.43%Q4 2021Q3 20238
WealthTrust Fairport, LLC 530.00%0.01%0.02%Q3 2013Q1 20198
CARDIFF PARK ADVISORS, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Covestor Ltd 880.10%0.13%0.15%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 881.56%1.68%1.78%Q4 2021Q3 20238
H&H Retirement Design & Management INC 880.32%2.50%4.08%Q4 2021Q3 20238
New Millennium Group LLC 882.94%3.73%4.78%Q4 2021Q3 20238
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 880.01%0.02%0.05%Q4 2020Q3 20228
Insight Inv LLC 880.04%0.04%0.04%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 887.62%9.77%11.74%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.60%0.70%1.10%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.34%0.58%0.78%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 882.81%3.77%6.19%Q4 2021Q3 20238
LifeGuide Financial Advisors, LLC 880.22%0.37%0.45%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 881.61%2.52%3.34%Q4 2021Q3 20238
Laraway Financial Advisors Inc 881.23%1.30%1.34%Q4 2021Q3 20238
L & S Advisors Inc 880.10%0.15%0.16%Q2 2020Q1 20228
Sandy Cove Advisors, LLC 884.39%6.88%8.28%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.93%1.36%1.63%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.20%0.26%0.42%Q4 2021Q3 20238
UNIONVIEW, LLC 880.29%0.37%0.40%Q4 2021Q3 20238
TrueWealth Financial Partners 889.38%9.74%10.36%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 889.63%10.07%10.62%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.22%0.32%0.45%Q4 2021Q3 20238
Eagle Strategies LLC 880.41%1.03%1.61%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.03%0.03%0.04%Q4 2021Q3 20238
OLIO Financial Planning 880.40%0.43%0.48%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.04%0.06%0.09%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.20%0.23%0.25%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.01%0.02%0.02%Q4 2019Q3 20218
MAS Advisors LLC 882.58%3.85%4.86%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 880.00%0.02%0.06%Q4 2021Q3 20238
Beaumont Capital Management, LLC 882.54%3.27%4.15%Q4 2021Q3 20238
Blooom, Inc. 880.24%0.41%0.65%Q4 2020Q3 20228
Flower City Capital 880.28%0.59%1.19%Q4 2021Q3 20238
NVWM, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Revolve Wealth Partners, LLC 880.68%0.90%1.06%Q4 2021Q3 20238
Bowman & Co S.C. 880.23%0.44%0.60%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Anson Capital, Inc. 881.24%4.85%7.63%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 881.11%1.28%1.47%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 886.94%9.65%13.47%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 880.00%0.00%0.00%Q3 2021Q2 20238
SAXON INTERESTS, INC. 880.12%0.58%3.57%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.54%0.75%1.00%Q4 2021Q3 20238
Scott Capital Advisors, LLC 883.50%6.24%13.08%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.13%0.16%0.20%Q4 2021Q3 20238
American Trust 882.27%3.24%4.62%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 881.32%1.57%2.32%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.69%0.82%1.06%Q4 2021Q3 20238
AVAII WEALTH MANAGEMENT, LLC 880.21%0.27%0.35%Q4 2021Q3 20238
Custos Family Office, LLC 882.36%4.67%5.36%Q4 2021Q3 20238
Wedmont Private Capital 880.65%1.06%1.48%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 882.76%2.82%2.91%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 881.73%2.13%2.94%Q4 2021Q3 20238
MY Wealth Management Inc. 882.97%4.84%6.62%Q4 2021Q3 20238
Platform Technology Partners 880.09%0.16%0.22%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.24%0.43%0.84%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.29%0.47%0.58%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Rise Advisors, LLC 880.10%0.12%0.15%Q4 2021Q3 20238
Wayfinding Financial, LLC 880.18%0.27%0.33%Q4 2021Q3 20238
MOSELEY INVESTMENT MANAGEMENT INC 880.14%0.26%0.31%Q2 2020Q1 20228
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 620.04%0.05%0.05%Q4 2020Q1 20238
MARYLAND CAPITAL ADVISORS INC. 880.05%0.06%0.06%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CGN Advisors LLC 620.04%0.17%0.29%Q4 2020Q4 20238
Bell Investment Advisors, Inc 620.02%0.03%0.05%Q3 2021Q3 20238
Systelligence, LLC 530.41%3.04%4.54%Q4 2019Q1 20228
Topel & Distasi Wealth Management, LLC 880.88%1.20%1.45%Q4 2021Q3 20238
Sageworth Trust Co of South Dakota 880.16%0.37%0.59%Q4 2021Q3 20238
GFS Advisors, LLC 770.07%0.38%0.48%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.08%0.12%0.20%Q4 2021Q3 20237
Weaver Consulting Group 770.02%0.05%0.11%Q1 2019Q3 20207
CONCORD ASSET MANAGEMENT LLC 770.26%0.48%0.65%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.26%0.32%0.44%Q1 2022Q3 20237
Portfolio Solutions, LLC 520.01%0.02%0.08%Q1 2017Q3 20207
Aberdeen Wealth Management LLC 510.01%0.02%0.02%Q4 2019Q1 20237
Providence Wealth Advisors, LLC 770.17%0.18%0.20%Q3 2021Q1 20237
COERENTE CAPITAL MANAGEMENT 520.04%0.05%0.05%Q1 2021Q1 20237
Strategic Wealth Partners, Ltd. 410.01%0.11%0.22%Q1 2018Q1 20237
Pachira Investments Inc. 520.38%2.04%5.24%Q4 2020Q3 20237
New Perspectives, Inc 771.63%1.75%1.88%Q2 2021Q4 20227
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.01%0.19%0.32%Q2 2019Q4 20207
ARS Wealth Advisors Group, LLC 430.03%0.04%0.07%Q3 2021Q3 20237
STRATEGY ASSET MANAGERS LLC 310.07%0.07%0.08%Q4 2019Q1 20237
Houlihan Financial Resource Group, Ltd. 313.21%3.82%4.33%Q4 2019Q3 20237
Parisi Gray Wealth Management 610.00%0.00%0.00%Q4 2017Q2 20217
PRW Wealth Management LLC 410.07%0.18%0.63%Q4 2018Q3 20237
RESOURCE CONSULTING GROUP INC 770.04%0.07%0.10%Q1 2022Q3 20237
Triumph Capital Management 770.12%0.15%0.18%Q1 2022Q3 20237
TCF National Bank 770.96%1.03%1.20%Q3 2019Q1 20217
Huntington Steele LLC 770.30%0.31%0.32%Q2 2013Q4 20147
L.M. KOHN & COMPANY 770.11%0.14%0.18%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 610.01%0.01%0.01%Q4 2021Q3 20237
Column Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 430.00%0.04%0.10%Q1 2018Q1 20227
Redwood Financial Network Corp 770.35%0.46%0.56%Q1 2022Q3 20237
HHG & Company, LLC 770.09%0.11%0.12%Q2 2013Q4 20147
Safeguard Financial, LLC 770.48%1.10%2.58%Q1 2022Q3 20237
HT Partners LLC 770.07%0.08%0.10%Q1 2022Q3 20237
Virginia National Bank 770.95%2.40%3.34%Q1 2022Q3 20237
Citizens National Bank Trust Department 770.01%0.01%0.01%Q1 2022Q3 20237
HawsGoodwin Investment Management LLC 610.00%0.08%0.51%Q4 2019Q3 20217
CORBETT ROAD CAPITAL MANAGEMENT, LLC 610.56%0.76%1.01%Q4 2019Q1 20227
GREYSTONE INVESTMENT MANAGEMENT LLC 770.10%0.12%0.13%Q2 2016Q4 20177
MKT Advisors LLC 770.18%0.25%0.34%Q1 2022Q3 20237
TruWealth Advisors, LLC 770.78%0.81%0.86%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Edge Advisors, LLC 770.12%0.13%0.14%Q4 2016Q2 20187
Wealth Dimensions Group, Ltd. 770.22%0.48%0.67%Q1 2022Q3 20237
Friedenthal Financial 520.19%0.30%0.43%Q3 2017Q1 20207
KLS Professional Advisors Group, LLC 770.06%0.13%0.19%Q4 2017Q2 20197
Diversified Portfolios, Inc. 770.07%0.10%0.13%Q1 2022Q3 20237
REGENTATLANTIC CAPITAL LLC 770.01%0.01%0.02%Q1 2021Q3 20227
PagnatoKarp Partners LLC 770.07%0.10%0.14%Q3 2018Q1 20207
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 771.64%2.25%3.12%Q1 2022Q3 20237
Financial Connections Group, Inc. 770.02%0.04%0.06%Q4 2021Q2 20237
PYA Waltman Capital, LLC 430.06%0.06%0.07%Q3 2020Q3 20227
Titus Wealth Management 430.14%0.18%0.22%Q1 2019Q1 20217
Moloney Securities Asset Management, LLC 320.05%0.17%0.52%Q1 2019Q3 20237
HRT FINANCIAL LP 410.00%0.07%0.17%Q2 2020Q4 20227
INTRUST BANK NA 610.07%1.52%2.24%Q1 2017Q3 20237
Lake Point Wealth Management 320.00%4.93%12.62%Q1 2019Q2 20227
Spectrum Management Group, LLC 520.02%0.02%0.03%Q4 2015Q3 20187
MURPHY CAPITAL MANAGEMENT INC 770.03%0.04%0.06%Q4 2020Q2 20227
Castleview Partners, LLC 770.10%0.32%0.42%Q1 2022Q3 20237
American Financial Advisors, LLC 770.04%0.93%2.84%Q1 2022Q3 20237
Horizons Wealth Management 777.40%7.76%8.46%Q2 2022Q4 20237
FOUNDERS BANK & TRUST 770.14%0.18%0.20%Q2 2013Q4 20147
Adero Partners, LLC 520.04%0.16%0.23%Q4 2021Q3 20237
ICA Group Wealth Management, LLC 770.02%0.05%0.13%Q1 2022Q3 20237
Human Investing LLC 510.00%0.06%0.21%Q4 2018Q2 20227
FLOW TRADERS U.S. LLC 310.01%0.09%0.20%Q2 2016Q2 20237
Verdence Capital Advisors LLC 770.04%0.12%0.26%Q1 2022Q3 20237
DAGCO, INC. 770.09%0.61%1.68%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.64%0.72%0.78%Q2 2020Q4 20217
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.17%0.24%Q1 2022Q3 20237
Greenline Partners, LLC 770.11%0.15%0.21%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.15%0.22%0.42%Q1 2022Q3 20237
Savior LLC 770.04%0.06%0.10%Q4 2019Q2 20217
LEO BROKERAGE, LLC 410.07%0.11%0.16%Q4 2020Q1 20237
MONUMENTAL FINANCIAL GROUP INC. 610.08%0.24%0.31%Q2 2021Q1 20237
20/20 Capital Management, Inc. 770.65%0.81%1.10%Q4 2019Q2 20217
TD Ameritrade Trust Co 611.95%2.15%2.32%Q4 2014Q2 20177
Reynders McVeigh Capital Management, LLC 410.01%0.02%0.04%Q3 2020Q3 20227
HAZLETT, BURT & WATSON, INC. 770.02%0.02%0.02%Q1 2022Q3 20237
Colonial Trust Advisors 770.01%0.35%0.66%Q1 2022Q3 20237
NOESIS CAPITAL MANGEMENT CORP 770.06%0.09%0.13%Q2 2021Q4 20227
Probity Advisors, Inc. 520.04%0.07%0.12%Q3 2017Q1 20227
Blackston Financial Advisory Group, LLC 774.22%4.54%4.85%Q4 2021Q2 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
RAYMOND JAMES TRUST CO. OF NH 773.31%3.75%4.26%Q1 2022Q3 20237
PHILADELPHIA TRUST CO 610.03%0.31%0.37%Q4 2021Q3 20237
Athena Investment Management 770.20%0.27%0.29%Q1 2022Q3 20237
First Western Trust Bank 770.02%0.02%0.03%Q1 2022Q3 20237
TWO SIGMA SECURITIES, LLC 210.00%0.15%0.53%Q1 2017Q2 20237
Welch Group, LLC 430.03%0.04%0.04%Q4 2021Q3 20237
CORNERCAP INVESTMENT COUNSEL INC 770.06%0.10%0.14%Q2 2013Q4 20147
Placemark Investments, Inc. 770.03%0.05%0.06%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.15%0.31%0.49%Q2 2013Q4 20147
Wescott Financial Advisory Group, LLC 771.27%1.80%2.35%Q1 2022Q3 20237
Bensler, LLC 770.08%0.10%0.12%Q1 2022Q3 20237
MARINO, STRAM & ASSOCIATES LLC 610.01%0.03%0.06%Q4 2017Q2 20217
WIPFLI FINANCIAL ADVISORS LLC, 430.08%0.28%0.69%Q4 2020Q3 20227
Beacon Capital Management, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Tolleson Wealth Management, Inc. 770.05%0.06%0.08%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.07%0.07%0.08%Q4 2021Q2 20237
MCDONALD PARTNERS LLC 770.07%0.18%0.78%Q4 2020Q2 20227
Family Management Corp 410.00%0.16%0.48%Q2 2019Q3 20237
COUNTRY CLUB BANK /GFN 770.12%0.17%0.21%Q1 2022Q3 20237
Nvest Financial, LLC 770.73%1.06%1.39%Q1 2022Q3 20237
Security Financial Services, INC. 770.13%0.25%0.34%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.14%0.25%0.32%Q4 2021Q3 20237
Farmers National Bank 520.13%0.20%0.28%Q2 2017Q2 20197
WISCONSIN CAPITAL MANAGEMENT LLC 770.08%0.09%0.10%Q2 2013Q4 20147
SILVERHAWK ASSET MANAGEMENT, LLC 773.36%4.90%6.96%Q4 2021Q2 20237
Atlas Private Wealth Advisors 660.02%0.02%0.02%Q2 2020Q3 20216
KMS FINANCIAL SERVICES, INC 660.06%0.10%0.12%Q2 2013Q3 20146
Private Wealth Advisors, LLC 660.57%0.65%0.71%Q4 2018Q1 20206
Carlson Capital Management 660.02%0.03%0.03%Q2 2022Q3 20236
Mason & Associates Inc 661.77%1.86%1.97%Q2 2022Q3 20236
WESPAC Advisors, LLC 510.18%0.60%0.82%Q3 2017Q1 20196
Winch Advisory Services, LLC 510.00%0.13%0.68%Q2 2015Q3 20236
Lineweaver Wealth Advisors, LLC 660.07%0.08%0.08%Q4 2020Q1 20226
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 660.01%0.01%0.01%Q1 2019Q2 20206
Stone Asset Management Inc. 6610.04%11.77%12.87%Q4 2021Q1 20236
Live Oak Private Wealth LLC 660.05%0.08%0.11%Q2 2022Q3 20236
UBS AG 660.09%0.12%0.16%Q2 2013Q3 20146
Dakota Wealth Management 420.02%0.08%0.30%Q4 2021Q3 20236
Onyx Bridge Wealth Group LLC 310.09%0.12%0.16%Q1 2021Q3 20236
Goodman Advisory Group, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Capital Bank & Trust Co 420.00%0.00%0.01%Q2 2019Q1 20216
Great Lakes Retirement, Inc. 420.31%0.52%0.88%Q4 2019Q3 20236
Csenge Advisory Group 510.01%0.02%0.02%Q2 2021Q2 20236
Francis Financial, Inc. 660.23%0.38%0.47%Q2 2022Q3 20236
Forum Private Client Group LLC 662.16%2.38%2.63%Q1 2022Q2 20236
Compass Advisory Group LLC 510.14%0.23%0.40%Q4 2020Q2 20226
GeoWealth Management, LLC 310.01%0.02%0.05%Q3 2019Q3 20236
Eagle Bay Advisors LLC 660.03%0.05%0.10%Q2 2022Q3 20236
Fortis Capital Management LLC 660.27%0.60%1.16%Q2 2022Q3 20236
TI-TRUST, INC 420.19%0.24%0.28%Q4 2021Q3 20236
Madison Wealth Partners, Inc 660.12%0.13%0.14%Q4 2020Q1 20226
PARTHENON LLC 660.03%0.04%0.05%Q4 2020Q1 20226
BAR HARBOR WEALTH MANAGEMENT 660.15%0.18%0.21%Q2 2022Q3 20236
Advisory Services & Investments, LLC 666.32%9.45%10.78%Q2 2022Q3 20236
Brightworth 510.02%0.11%0.26%Q4 2019Q3 20226
Operose Advisors LLC 660.01%0.04%0.15%Q2 2022Q3 20236
FIDUCIARY TRUST INTERNATIONAL LLC 510.00%0.09%0.13%Q4 2018Q2 20206
Lighthouse Financial Advisors, Inc. 660.12%0.20%0.30%Q4 2019Q1 20216
JOURNEY STRATEGIC WEALTH LLC 510.03%0.08%0.20%Q4 2021Q2 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.01%0.02%Q1 2014Q2 20156
FCG ADVISORS, LLC 310.06%0.10%0.14%Q4 2014Q2 20206
ADVOCATE GROUP LLC 660.29%0.32%0.40%Q2 2022Q3 20236
Mangham Associates,LLC 660.33%0.48%0.62%Q2 2022Q3 20236
Wealthstream Advisors, Inc. 420.12%0.20%0.30%Q4 2021Q3 20236
Blue Trust, Inc. 660.00%0.04%0.06%Q2 2022Q3 20236
Aevitas Wealth Management, Inc. 660.03%0.04%0.04%Q4 2017Q1 20196
ROTHSCHILD INVESTMENT LLC /IL 420.02%0.02%0.03%Q4 2021Q3 20236
Rodgers & Associates, LTD 660.05%0.05%0.05%Q4 2020Q1 20226
BURNS J W & CO INC/NY 420.03%0.04%0.04%Q2 2021Q1 20236
Freedman Financial Associates, Inc. 660.04%0.04%0.04%Q4 2020Q1 20226
True Link Financial Advisors, LLC 660.04%0.05%0.06%Q4 2020Q1 20226
FORTE CAPITAL LLC /ADV 510.08%0.14%0.17%Q2 2016Q4 20176
CANTOR FITZGERALD, L. P. 660.01%0.02%0.02%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.06%0.08%0.09%Q4 2020Q1 20226
SJS Investment Consulting Inc. 310.00%0.01%0.01%Q4 2021Q3 20236
KEYSTONE WEALTH PARTNERS 668.70%9.05%9.39%Q4 2020Q1 20226
Douglass Winthrop Advisors, LLC 510.01%0.01%0.02%Q2 2019Q4 20206
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.00%0.09%0.54%Q4 2014Q2 20176
TOWNSQUARE CAPITAL LLC 410.01%0.02%0.05%Q3 2021Q3 20236
Milliman Financial Risk Management LLC 662.48%2.84%3.14%Q1 2016Q2 20176
Willis Investment Counsel 660.03%0.03%0.04%Q2 2022Q3 20236
NewSquare Capital LLC 410.00%0.01%0.04%Q4 2019Q2 20236
VICUS CAPITAL 660.16%0.22%0.27%Q2 2022Q3 20236
McCutchen Group LLC 660.06%0.09%0.11%Q1 2019Q2 20206
Transparent Wealth Partners LLC 660.69%5.31%9.18%Q4 2021Q1 20236
Claro Advisors LLC 660.06%0.08%0.10%Q2 2022Q3 20236
Intrepid Financial Planning Group LLC 660.15%0.16%0.17%Q2 2022Q3 20236
Bernardo Wealth Planning LLC 660.22%0.28%0.31%Q4 2018Q1 20206
INVESTMENT MANAGEMENT OF VIRGINIA LLC 660.14%0.14%0.14%Q4 2021Q1 20236
Lebenthal Global Advisors, LLC 330.03%0.47%0.99%Q4 2020Q2 20226
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
New England Investment & Retirement Group, Inc. 660.04%1.98%3.27%Q4 2018Q1 20206
Azimuth Capital Investment Management LLC 660.07%0.08%0.08%Q2 2022Q3 20236
Greenfield Savings Bank 510.13%0.14%0.15%Q2 2022Q4 20236
Financial Network Wealth Management LLC 660.14%0.24%0.28%Q2 2022Q3 20236
Grant/GrossMendelsohn, LLC 510.09%0.41%0.78%Q4 2021Q3 20236
Bay Harbor Wealth Management, LLC 330.00%0.01%0.04%Q4 2018Q4 20206
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 310.07%0.12%0.17%Q2 2015Q3 20216
Y-Intercept (Hong Kong) Ltd 310.03%0.11%0.22%Q2 2021Q3 20236
Aspire Capital Advisors LLC 663.23%3.68%4.02%Q2 2022Q3 20236
Horizon Kinetics 660.00%0.00%0.01%Q4 2014Q1 20166
MONEY CONCEPTS CAPITAL CORP 310.00%0.02%0.06%Q1 2021Q1 20236
COMMUNITY BANK SYSTEM, INC. 660.03%0.04%0.04%Q2 2013Q3 20146
LIBRA WEALTH LLC 660.02%0.28%0.35%Q2 2022Q3 20236
MADISON INVESTMENT HOLDINGS INC 660.00%0.02%0.06%Q3 2016Q4 20176
TUCKER ASSET MANAGEMENT LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 330.01%0.02%0.07%Q1 2018Q3 20196
Greenspring Advisors, LLC 660.05%0.06%0.07%Q4 2021Q1 20236
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Stifel Trust Company, N.A. 660.02%0.02%0.02%Q2 2013Q3 20146
Guidant Wealth Advisors 420.03%0.05%0.14%Q3 2016Q1 20196
Advanced Asset Management Advisors Inc 552.17%2.51%2.92%Q4 2017Q4 20185
CM WEALTH ADVISORS LLC 410.40%0.89%1.20%Q2 2022Q3 20235
Legend Financial Advisors, Inc. 550.05%6.51%8.70%Q3 2022Q3 20235
Zeit Capital LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Zullo Investment Group, Inc. 550.02%0.03%0.03%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.12%0.26%0.56%Q1 2015Q1 20165
Signature Financial Management, Inc. 550.06%0.07%0.09%Q4 2017Q4 20185
National Wealth Management Group, LLC 550.43%0.47%0.55%Q3 2022Q3 20235
PATTEN & PATTEN INC/TN 410.03%0.10%0.12%Q2 2013Q3 20165
AMI INVESTMENT MANAGEMENT INC 550.38%0.41%0.45%Q3 2022Q3 20235
IFS Advisors, LLC 320.27%1.47%2.56%Q2 2021Q4 20235
Lansing Street Advisors 410.01%0.05%0.13%Q1 2022Q2 20235
Visionary Asset Management, Inc. 320.07%0.18%0.23%Q1 2014Q3 20185
Prostatis Group LLC 410.44%2.42%4.62%Q4 2020Q4 20225
NORTHWEST INVESTMENT COUNSELORS, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CAHABA WEALTH MANAGEMENT, INC. 550.03%0.06%0.08%Q4 2021Q4 20225
Baron Wealth Management LLC 550.27%0.33%0.39%Q4 2022Q4 20235
COLUMBIA ADVISORY PARTNERS LLC 410.20%0.24%0.32%Q4 2021Q3 20235
PGIM Custom Harvest LLC 410.01%0.02%0.04%Q3 2021Q3 20235
PALLADIUM PARTNERS LLC 550.01%0.01%0.01%Q1 2021Q1 20225
FORTEM FINANCIAL GROUP, LLC 550.16%0.23%0.31%Q1 2021Q1 20225
Compass Wealth Management LLC 550.04%0.04%0.04%Q4 2022Q4 20235
Compass Financial Group, INC/SD 550.08%0.22%0.29%Q4 2022Q4 20235
First Command Advisory Services, Inc. 210.00%0.24%1.20%Q3 2020Q3 20235
Crossvault Capital Management LLC 550.08%0.09%0.10%Q1 2021Q1 20225
Hoover Financial Advisors, Inc. 550.04%0.05%0.06%Q2 2020Q2 20215
Taylor & Morgan Wealth Management, LLC 550.86%0.88%0.90%Q3 2022Q3 20235
Strategic Capital Alternatives LLC 550.94%1.25%1.76%Q3 2014Q3 20155
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.45%0.67%0.78%Q1 2020Q1 20215
NorthLanding Financial Partners, LLC 550.47%0.52%0.60%Q3 2022Q3 20235
Glacier Peak Capital LLC 320.18%0.24%0.31%Q1 2018Q2 20195
Well Done, LLC 210.01%0.04%0.10%Q1 2018Q3 20225
Fidato Wealth LLC 5525.80%26.24%26.54%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.58%0.64%0.68%Q4 2021Q4 20225
David Kennon Inc 554.19%4.89%5.92%Q3 2022Q3 20235
Colonial Trust Co / SC 550.11%0.27%0.51%Q3 2022Q3 20235
Perennial Investment Advisors, LLC 550.15%0.17%0.22%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.05%0.07%0.13%Q3 2022Q3 20235
WESTPORT RESOURCES MANAGEMENT INC 550.59%0.94%1.91%Q3 2015Q3 20165
Robertson Stephens Wealth Management, LLC 310.02%0.02%0.03%Q4 2021Q3 20235
Strategic Capital Group LLC 551.06%1.30%1.53%Q2 2013Q2 20145
Gibson Wealth Advisors LLC 550.30%0.34%0.40%Q4 2021Q4 20225
Lenox Wealth Management, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
MGO Private Wealth, LLC 550.76%1.45%1.94%Q3 2022Q3 20235
Sunbelt Securities, Inc. 310.01%0.02%0.04%Q4 2016Q3 20235
Crane Advisory, LLC 552.29%2.58%2.72%Q3 2022Q3 20235
Clarus Wealth Advisors 550.06%0.08%0.13%Q2 2018Q2 20195
James J. Burns & Company, LLC 551.30%1.44%1.63%Q3 2022Q3 20235
Advisor Resource Council 550.08%0.12%0.17%Q2 2021Q2 20225
Main Management LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Rain Capital Management, LLC 550.53%0.64%0.69%Q3 2022Q3 20235
Spartan Planning & Wealth Management 410.01%0.02%0.04%Q1 2022Q3 20235
Insight Advisors, LLC/ PA 550.06%0.08%0.10%Q4 2020Q4 20215
Coury Firm Asset Management LLC 320.18%0.26%0.32%Q4 2021Q3 20235
Sara-Bay Financial 210.06%0.10%0.13%Q2 2020Q3 20235
Sullivan, Bruyette, Speros & Blaney, LLC 550.03%0.04%0.05%Q1 2020Q1 20215
Riggs Asset Managment Co. Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Landmark Wealth Management, LLC 310.28%0.59%0.80%Q1 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.07%0.09%0.11%Q4 2021Q3 20235
FIRSTMERIT BANK N A TRUSTEE 550.02%0.03%0.03%Q2 2015Q2 20165
GRAND WEALTH MANAGEMENT, LLC 320.00%0.01%0.01%Q4 2021Q3 20235
FC Advisory LLC 550.10%0.10%0.10%Q4 2022Q4 20235
EASTERN BANK 550.06%0.10%0.20%Q4 2021Q4 20225
BAR HARBOR TRUST SERVICES 550.00%0.39%0.69%Q2 2021Q2 20225
TITLEIST CAPITAL, LLC 550.04%0.15%0.18%Q4 2021Q4 20225
Stillwater Investment Management, LLC 550.06%0.06%0.06%Q1 2022Q1 20235
Johnson Midwest Financial, LLC 550.04%0.11%0.17%Q3 2022Q3 20235
ESG Planning 550.25%0.74%1.13%Q1 2022Q1 20235
Warwick Investment Management, Inc. 410.10%0.21%0.27%Q1 2022Q3 20235
Heirloom Wealth Management 410.15%0.27%0.59%Q2 2022Q3 20235
J2 Capital Management Inc 320.72%1.14%1.55%Q4 2021Q3 20235
SBK Financial, Inc. 550.87%1.38%2.00%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.01%0.01%0.01%Q4 2022Q4 20235
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 310.00%0.04%0.07%Q4 2019Q4 20225
Salient Capital Advisors, LLC 550.01%0.01%0.02%Q2 2016Q2 20175
Kerntke Otto McGlone Wealth Management Group 550.27%0.28%0.33%Q3 2022Q3 20235
First Capital Advisors Group, LLC. 410.01%0.03%0.05%Q1 2018Q2 20235
Clark Capital Management Group, Inc. 410.00%0.00%0.01%Q1 2019Q1 20225
Bridgewater Wealth & Financial Management, LLC 550.08%0.09%0.09%Q3 2015Q3 20165
tru Independence LLC 410.04%0.33%0.88%Q4 2019Q1 20215
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.03%Q4 2016Q4 20175
Journey Advisory Group, LLC 320.06%0.24%0.43%Q2 2022Q3 20235
Sowa Financial Group, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
Westshore Wealth, LLC 550.30%0.31%0.34%Q2 2022Q2 20235
Perfromance Wealth Partners, LLC 410.01%0.14%0.25%Q4 2021Q3 20235
ENZI WEALTH 550.28%0.84%1.36%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 551.08%1.11%1.13%Q4 2021Q4 20225
Goodwin Investment Advisory 410.00%0.15%0.33%Q3 2021Q3 20235
McLean Asset Management Corp 310.08%0.13%0.20%Q4 2020Q4 20235
ROMANO BROTHERS AND COMPANY 550.17%0.19%0.20%Q3 2022Q3 20235
Trilogy Capital Inc. 210.00%0.47%1.14%Q2 2018Q3 20215
Shamrock Asset Management LLC 550.01%0.01%0.01%Q2 2017Q2 20185
Investments & Financial Planning, LLC 410.61%2.21%3.35%Q2 2022Q3 20235
Capital Investment Advisors, LLC 550.02%0.02%0.02%Q4 2022Q4 20235
BERRY GROUP, LLC 551.66%1.95%2.10%Q4 2019Q4 20205
INTERACTIVE FINANCIAL ADVISORS, INC. 550.47%0.83%1.10%Q3 2022Q3 20235
Claraphi Advisory Network, LLC 410.00%0.20%0.76%Q3 2019Q4 20225
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 410.01%0.02%0.02%Q1 2022Q3 20235
Destination Wealth Management 550.00%0.00%0.01%Q2 2018Q2 20195
Financial Insights, Inc. 410.62%1.44%2.16%Q2 2022Q3 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.12%0.13%0.15%Q3 2015Q3 20165
WealthStone, Inc. 410.10%1.60%7.55%Q1 2019Q2 20205
HCR Wealth Advisors 550.00%0.00%0.02%Q4 2019Q4 20205
Vigilant Capital Management, LLC 310.00%0.00%0.01%Q3 2018Q2 20225
USAdvisors Wealth Management, LLC 550.49%0.59%0.72%Q1 2022Q1 20235
Edge Wealth Management LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Crestone Asset Management LLC 550.12%0.13%0.14%Q1 2021Q1 20225
HWG Holdings LP 310.00%0.00%0.01%Q2 2017Q1 20215
Long Wharf Investors, Inc. 551.58%2.06%2.88%Q2 2013Q2 20145
Strategic Asset Management, LLC 550.58%0.63%0.69%Q3 2021Q3 20225
Derbend Asset Management 550.59%0.62%0.65%Q3 2022Q3 20235
TCI Wealth Advisors, Inc. 550.01%0.02%0.03%Q4 2020Q4 20215
Transamerica Financial Advisors, Inc. 410.00%0.00%0.00%Q3 2016Q3 20235
Keeley-Teton Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.24%0.72%1.14%Q4 2017Q3 20184
Crescent Grove Advisors, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Capital Planning Advisors, LLC 310.01%0.24%0.37%Q1 2015Q3 20194
Samson Capital Advisors LLC 444.30%7.10%8.61%Q4 2014Q3 20154
Creegan & Nassoura Financial Group, LLC 440.16%0.17%0.18%Q2 2021Q1 20224
Summit Financial Strategies, Inc. 440.04%0.11%0.15%Q4 2022Q3 20234
Successful Portfolios LLC 440.24%0.25%0.26%Q4 2017Q3 20184
J.P. Turner & Co Capital Mnagement, LLC 440.20%0.22%0.26%Q4 2014Q3 20154
INVERNESS COUNSEL LLC /NY/ 440.08%0.09%0.10%Q4 2021Q3 20224
Gryphon Financial Partners LLC 310.01%0.01%0.01%Q4 2017Q2 20224
Summit Equities Inc 440.06%0.07%0.07%Q4 2017Q3 20184
Tidal Investments LLC 440.05%0.12%0.20%Q4 2022Q3 20234
Capstone Financial Advisors, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
Ford Financial Group, LLC 310.01%1.00%1.60%Q4 2017Q4 20214
Surevest, LLC 440.01%0.03%0.04%Q4 2021Q3 20224
Clearshares LLC 443.31%3.43%3.58%Q4 2017Q3 20184
Polaris Wealth Advisory Group, LLC 220.00%0.01%0.02%Q4 2013Q2 20184
All Season Financial Advisors, Inc. 440.26%0.27%0.29%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.00%0.03%0.10%Q3 2013Q2 20174
ROCKEFELLER FINANCIAL SERVICES INC 440.01%0.01%0.01%Q1 2017Q4 20174
Raub Brock Capital Management LP 440.04%0.06%0.09%Q2 2019Q1 20204
Hamilton Wealth, LLC 310.10%0.10%0.11%Q1 2021Q3 20234
CHAPIN DAVIS, INC. 440.29%0.35%0.40%Q4 2022Q3 20234
BRANDYWINE OAK PRIVATE WEALTH LLC 310.02%0.02%0.03%Q4 2018Q4 20214
CANANDAIGUA NATIONAL BANK & TRUST CO 441.26%1.66%1.84%Q2 2017Q1 20184
Copeland Capital Management, LLC 440.00%0.00%0.02%Q4 2022Q3 20234
Personal Wealth Partners 310.02%0.03%0.04%Q2 2019Q2 20214
Fairhaven Wealth Management, LLC 220.09%0.12%0.19%Q3 2022Q3 20234
Princeton Global Asset Management LLC 310.01%0.01%0.02%Q4 2020Q3 20234
Core Wealth Advisors, Inc. 310.01%1.04%4.12%Q2 2022Q3 20234
WEALTHCARE CAPITAL MANAGEMENT LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Private Wealth Group, LLC 440.39%0.67%0.82%Q4 2022Q3 20234
Red Door Wealth Management, LLC 210.06%0.08%0.08%Q1 2020Q3 20234
KELLEHER FINANCIAL ADVISORS 440.38%0.55%0.68%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
First Long Island Investors, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Detalus Advisors, LLC 440.10%0.13%0.17%Q4 2022Q3 20234
Sunburst Financial Group, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 310.03%0.80%1.28%Q4 2021Q3 20234
EXCHANGE TRADED CONCEPTS, LLC 210.63%1.48%3.01%Q3 2021Q4 20234
First Allied Asset Management, Inc. 220.05%0.43%0.81%Q4 2013Q1 20154
BENJAMIN EDWARDS INC 310.00%0.00%0.00%Q2 2022Q2 20234
Bridgewealth Advisory Group, LLC 441.15%1.28%1.40%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
Hummer Financial Advisory Services Inc 440.19%0.19%0.19%Q2 2021Q1 20224
Optas, LLC 440.11%1.65%3.26%Q4 2022Q3 20234
Horrell Capital Management, Inc. 440.00%0.00%0.01%Q2 2013Q1 20144
Systematic Alpha Investments, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Davidson Capital Management Inc. 440.00%1.95%7.78%Q1 2022Q4 20224
Paul John Balson 440.57%0.77%1.02%Q1 2020Q4 20204
Delek Group, Ltd. 440.01%0.01%0.02%Q4 2017Q3 20184
Bordeaux Wealth Advisors LLC 310.10%0.12%0.15%Q1 2022Q3 20234
Berger Financial Group, Inc 220.03%0.03%0.04%Q1 2022Q3 20234
Leith Wheeler Investment Counsel Ltd. 440.48%0.49%0.49%Q1 2021Q4 20214
SOUNDMARK WEALTH MANAGEMENT, LLC 440.14%0.19%0.25%Q4 2020Q3 20214
WEBSTERROGERS FINANCIAL ADVISORS, LLC 440.97%1.46%1.76%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.08%0.09%0.09%Q4 2020Q3 20214
Elk River Wealth Management, LLC 310.04%0.05%0.05%Q1 2022Q3 20234
COWA, LLC 440.14%0.16%0.17%Q4 2020Q3 20214
CFS Investment Advisory Services, LLC 310.00%0.03%0.05%Q1 2022Q3 20234
CAPITAL ONE FINANCIAL CORP 440.03%0.03%0.03%Q1 2021Q4 20214
ADE, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
AGF MANAGEMENT LTD 440.18%0.19%0.19%Q4 2022Q3 20234
ROOSEVELT INVESTMENT GROUP LLC 440.45%0.46%0.46%Q4 2021Q3 20224
Coppell Advisory Solutions LLC 440.16%0.27%0.32%Q4 2022Q3 20234
MATRIX ASSET ADVISORS INC/NY 440.03%0.03%0.03%Q2 2021Q1 20224
IronBridge Private Wealth, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Willis Johnson & Associates, Inc. 440.03%0.04%0.05%Q4 2022Q3 20234
MOODY LYNN & LIEBERSON, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Canvas Wealth Advisors, LLC 440.10%0.19%0.41%Q4 2022Q3 20234
Koss-Olinger Consulting, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Level Financial Advisors 440.00%0.01%0.01%Q4 2021Q3 20224
Epic Trust Investment Advisors, LLC 440.60%1.03%1.26%Q4 2022Q3 20234
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Family Investment Center, Inc. 444.53%4.99%5.38%Q4 2022Q3 20234
Vickerman Investment Advisors, Inc. 440.39%0.86%1.12%Q4 2022Q3 20234
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.02%Q2 2017Q1 20194
Highview Capital Management LLC/DE/ 440.17%0.19%0.20%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.05%0.05%0.05%Q4 2021Q3 20224
Orcam Financial Group 310.28%0.48%0.57%Q4 2021Q3 20234
Synergy Financial Group, LTD 310.19%0.39%0.51%Q4 2021Q3 20234
JMAC ENTERPRISES LLC 440.48%0.51%0.53%Q2 2022Q1 20234
TCWP LLC 310.02%0.40%0.55%Q1 2022Q1 20234
Investment Advisory Group, LLC 220.13%0.14%0.15%Q2 2022Q3 20234
First Farmers & Merchants Bank / Trust 441.08%1.18%1.25%Q4 2021Q3 20224
James Reed Financial Services, Inc. 447.33%8.18%8.77%Q4 2021Q3 20224
Autumn Glory Partners, LLC 440.29%0.36%0.40%Q4 2021Q3 20224
Summit Investment Advisory Services, LLC 440.46%0.54%0.76%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.08%0.09%0.12%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 443.62%3.68%3.74%Q4 2022Q3 20234
Alley Investment Management Company, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
TRIAD FINANCIAL ADVISORS, INC. 440.10%0.12%0.13%Q4 2022Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 310.10%0.21%0.27%Q4 2021Q3 20234
Presidio Capital Management, LLC 440.18%0.19%0.19%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.73%0.78%0.84%Q4 2022Q3 20234
Tradewinds, LLC. 210.19%0.24%0.27%Q2 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
TRANSATLANTIQUE PRIVATE WEALTH LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.12%0.12%0.12%Q4 2022Q3 20234
Bleakley Financial Group, LLC 442.41%2.84%3.15%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 447.43%7.58%7.81%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
ACUTE INVESTMENT ADVISORY, LLC 310.60%1.32%2.10%Q4 2021Q4 20224
Corient Private Wealth LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.15%0.20%0.22%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.04%0.08%0.17%Q4 2022Q3 20234
AJ Advisors, LLC 448.56%8.82%9.33%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 448.99%9.15%9.34%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.11%0.11%0.11%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.08%0.33%0.52%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Passive Capital Management, LLC. 440.16%0.18%0.21%Q4 2021Q3 20224
JDM Financial Group LLC 445.86%5.95%6.15%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.27%0.28%0.29%Q4 2022Q3 20234
New Hampshire Trust 447.75%8.19%8.50%Q4 2022Q3 20234
SP Asset Management LLC 441.89%1.99%2.15%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 446.41%6.87%7.50%Q4 2022Q3 20234
Olistico Wealth, LLC 440.47%0.50%0.55%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 441.78%2.47%4.27%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.24%0.28%0.35%Q4 2022Q3 20234
GEM Asset Management, LLC 442.05%2.09%2.13%Q4 2022Q3 20234
VitalStone Financial, LLC 440.11%0.15%0.20%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.03%0.03%0.04%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.18%0.20%0.22%Q4 2022Q3 20234
CPA Asset Management LLC 442.17%2.35%2.68%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.88%1.07%1.32%Q4 2022Q3 20234
Breakwater Capital Group 440.16%0.18%0.22%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.18%0.19%0.21%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 4411.38%11.70%11.97%Q4 2022Q3 20234
LWMG, LLC 444.77%5.27%5.49%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 441.67%1.74%1.88%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.26%0.29%0.36%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 441.52%1.60%1.80%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.46%0.51%0.58%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 442.92%3.41%4.08%Q4 2022Q3 20234
VIAWEALTH, LLC 440.56%1.24%1.56%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 442.11%2.29%2.61%Q4 2022Q3 20234
Financial Freedom, LLC 441.27%1.41%1.53%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.13%0.18%0.21%Q4 2022Q3 20234
BOS Asset Management, LLC 440.92%1.03%1.09%Q4 2022Q3 20234
CIC Wealth, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.30%0.38%0.46%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Financial Alternatives, Inc 440.42%0.43%0.44%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.33%0.39%0.46%Q4 2022Q3 20234
Sebold Capital Management, Inc. 444.51%5.15%6.14%Q4 2022Q3 20234
Buck Wealth Strategies, LLC 312.19%2.32%2.46%Q3 2022Q3 20234
CHANNEL WEALTH LLC 440.35%0.43%0.52%Q1 2023Q4 20234
First County Bank /CT/ 440.17%0.34%0.51%Q4 2022Q3 20234
New Republic Capital, LLC 440.21%0.22%0.24%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 442.49%2.60%2.66%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.06%0.10%Q4 2022Q3 20234
WFA Asset Management Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.48%0.53%0.66%Q4 2022Q3 20234
DEERE & CO 440.06%0.29%0.67%Q4 2015Q3 20164
BASSO CAPITAL MANAGEMENT, L.P. 440.43%0.48%0.52%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.03%0.03%0.03%Q4 2022Q3 20234
BINGHAM OSBORN & SCARBOROUGH LLC 440.03%0.03%0.04%Q4 2020Q3 20214
FIRST HORIZON CORP 440.19%0.24%0.28%Q3 2020Q2 20214
CALDWELL SUTTER CAPITAL, INC. 440.01%0.08%0.14%Q4 2022Q3 20234
ARGENT TRUST COMPANY, N.A. 440.22%0.29%0.37%Q2 2014Q1 20154
GERMAN AMERICAN BANCORP, INC. 440.05%0.05%0.05%Q4 2022Q3 20234
SCHMIDT P J INVESTMENT MANAGEMENT INC 440.06%0.07%0.07%Q1 2017Q4 20174
RAYNER & HAYNOR 444.03%4.14%4.19%Q4 2013Q3 20144
EARNEST PARTNERS LLC 210.00%0.00%0.00%Q2 2022Q3 20234
WEST CHESTER CAPITAL ADVISORS, INC 440.23%0.31%0.35%Q2 2013Q1 20144
Transform Wealth, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Per Stirling Capital Management, LLC. 441.64%1.81%1.96%Q4 2022Q3 20234
Threshold Group LLC 440.60%0.65%0.71%Q4 2016Q3 20174
Moss Adams Wealth Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Renasant Bank 440.33%0.34%0.36%Q4 2020Q3 20214
Wealth & Pension Services Group, Inc. 440.32%0.33%0.34%Q4 2018Q3 20194
Penobscot Investment Management Company, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
NovaPoint Capital, LLC 210.07%0.08%0.09%Q4 2021Q2 20233
Regency Capital Management Inc.\DE 330.03%0.04%0.04%Q4 2021Q2 20223
Howard Capital Management Inc. 330.54%2.62%6.75%Q2 2018Q4 20183
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
Fortis Capital Advisors, LLC 330.30%0.33%0.36%Q4 2022Q2 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.03%Q1 2023Q3 20233
Opus Capital Group, LLC 330.05%0.05%0.06%Q4 2021Q2 20223
Latitude Advisors, LLC 330.07%0.08%0.09%Q3 2021Q1 20223
SEARLE & CO. 330.07%0.07%0.07%Q1 2023Q3 20233
TRADITION CAPITAL MANAGEMENT LLC 210.06%0.06%0.07%Q3 2017Q1 20193
BIP Wealth, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.73%0.77%0.80%Q4 2020Q2 20213
Mach-1 Financial Group, LLC 210.01%0.03%0.06%Q2 2022Q1 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Aprio Wealth Management, LLC 210.07%0.09%0.10%Q2 2021Q4 20223
BEACON TRUST CO 330.04%0.05%0.06%Q1 2013Q3 20133
Advisor OS, LLC 210.12%0.45%1.10%Q2 2020Q3 20233
LANDAAS & CO /WI /ADV 210.01%0.02%0.03%Q3 2017Q2 20183
BECKER CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q1 2023Q3 20233
Raleigh Capital Management Inc. 110.02%0.03%0.05%Q3 2022Q3 20233
Marks Group Wealth Management, Inc 330.15%0.15%0.16%Q1 2023Q3 20233
Kavar Capital Partners, LLC 210.01%0.02%0.04%Q1 2018Q2 20193
Planning Solutions Group LLC 330.41%0.43%0.46%Q4 2018Q2 20193
Institute for Wealth Management, LLC. 110.00%0.02%0.06%Q4 2019Q3 20213
Capital Wealth Planning, LLC 210.04%0.05%0.05%Q2 2019Q1 20203
Altus Wealth Group LLC 210.05%0.12%0.24%Q4 2020Q4 20213
WJ Wealth Management, LLC 330.31%0.88%1.56%Q4 2019Q2 20203
GREENLEAF TRUST 330.00%0.00%0.01%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.04%0.04%0.04%Q3 2022Q3 20233
Choate Investment Advisors 210.00%0.01%0.01%Q2 2014Q1 20233
BAHL & GAYNOR INC 330.00%0.00%0.00%Q1 2017Q3 20173
Three Bridge Wealth Advisors, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
WESPAC Advisors SoCal, LLC 330.01%0.01%0.02%Q3 2018Q1 20193
Wealth Quarterback LLC 210.01%0.01%0.01%Q4 2019Q3 20213
Register Financial Advisors LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Elite Wealth Management, Inc. 330.03%0.26%0.45%Q4 2013Q2 20143
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ForthRight Wealth Management, LLC 330.85%2.18%2.85%Q1 2023Q3 20233
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q4 20153
CFM WEALTH PARTNERS LLC 330.03%0.03%0.04%Q4 2019Q2 20203
FSC Wealth Advisors, LLC 210.00%5.76%9.55%Q4 2021Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.36%1.00%1.49%Q1 2023Q3 20233
Consolidated Planning Corp 210.05%0.08%0.13%Q3 2021Q3 20233
LAKE STREET ADVISORS GROUP, LLC 330.06%0.06%0.06%Q4 2017Q2 20183
Legacy Financial Strategies, LLC 330.39%0.49%0.54%Q4 2017Q2 20183
Monument Capital Management 210.01%0.01%0.01%Q4 2017Q3 20183
Falcon Wealth Planning 210.05%0.07%0.10%Q4 2021Q3 20233
GoalVest Advisory LLC 330.01%0.01%0.02%Q2 2023Q4 20233
Strategic Financial Services, Inc, 330.02%0.02%0.02%Q1 2023Q3 20233
Hightower 6M Holding, LLC 330.18%0.18%0.20%Q1 2022Q3 20223
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q2 2019Q4 20193
Collaborative Wealth Managment Inc. 110.13%0.14%0.14%Q1 2021Q2 20223
QUATTRO FINANCIAL ADVISORS LLC 331.36%1.60%1.90%Q1 2017Q3 20173
LEVEL FOUR FINANCIAL, LLC 330.09%0.09%0.09%Q4 2020Q2 20213
Callan Family Office, LLC 210.06%0.10%0.16%Q4 2022Q3 20233
Rooted Wealth Advisors, Inc. 210.29%1.02%1.64%Q4 2022Q3 20233
Fifth Third Wealth Advisors LLC 330.27%0.36%0.50%Q2 2023Q4 20233
Polianta Ltd 213.27%3.80%4.68%Q2 2017Q2 20183
Next Capital Management LLC 210.10%0.11%0.14%Q2 2019Q1 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.15%0.17%0.21%Q4 2017Q3 20183
Waterloo Capital, L.P. 330.16%0.17%0.19%Q1 2023Q3 20233
Cordant, Inc. 330.01%0.02%0.05%Q4 2019Q2 20203
Strategic Financial Planning, Inc. 330.19%0.19%0.19%Q1 2023Q3 20233
Capital Advisors Wealth Management, LLC 330.10%0.34%0.83%Q1 2023Q3 20233
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q4 2018Q2 20193
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.03%0.04%0.04%Q1 2022Q4 20223
Glass Jacobson Investment Advisors llc 211.54%1.61%1.66%Q4 2022Q3 20233
AlphaOne Investment Services, LLC 330.01%0.02%0.03%Q3 2017Q1 20183
Cascadia Advisory Services, LLC 330.09%0.12%0.13%Q1 2021Q3 20213
Liberty Capital Management, Inc. 330.22%0.22%0.22%Q2 2019Q4 20193
Econ Financial Services Corp 211.48%1.69%2.08%Q4 2021Q2 20233
Merriman Wealth Management, LLC 330.28%0.49%0.61%Q2 2021Q4 20213
Cornerstone Planning Group LLC 210.08%0.12%0.18%Q4 2022Q3 20233
AMUSSEN HUNSAKER ASSOCIATES LLC 210.01%0.11%0.30%Q2 2017Q3 20183
CUMBERLAND ADVISORS INC 333.58%4.28%4.97%Q1 2015Q3 20153
Resurgent Financial Advisors LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Mendel Capital Management LLC 330.18%0.18%0.20%Q1 2023Q3 20233
Baker Ellis Asset Management LLC 210.03%0.03%0.04%Q4 2017Q3 20183
FIDUCIARY SERVICES CORP/GA 330.09%0.56%0.90%Q3 2014Q1 20153
Mill Creek Capital Advisors, LLC 330.02%0.13%0.33%Q1 2023Q3 20233
Stearns Financial Services Group 330.00%0.00%0.00%Q1 2020Q3 20203
TFB Advisors LLC 330.34%0.35%0.37%Q4 2022Q2 20233
Stone House Investment Management, LLC 330.06%0.08%0.08%Q1 2023Q3 20233
Timber Hill LLC 110.00%0.04%0.12%Q1 2014Q2 20173
Biltmore Capital Advisors LLC 330.07%0.08%0.10%Q1 2021Q3 20213
Independent Advisor Alliance 210.02%0.09%0.23%Q4 2019Q3 20233
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
DARK FOREST CAPITAL MANAGEMENT LP 330.22%0.41%0.66%Q1 2023Q3 20233
HighMark Wealth Management LLC 210.01%0.01%0.02%Q4 2021Q3 20233
IMA Wealth, Inc. 210.00%0.01%0.01%Q1 2019Q2 20213
SIENA CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Sonoma Private Wealth LLC 330.86%1.02%1.20%Q1 2023Q3 20233
WCG Wealth Advisors LLC 220.00%0.02%0.04%Q2 2022Q3 20223
KARLINSKI ANDREW C 330.00%0.00%0.00%Q1 2022Q3 20223
THOMPSON DAVIS & CO., INC. 330.07%0.08%0.08%Q4 2014Q2 20153
Bigelow Investment Advisors, LLC 330.14%0.14%0.15%Q2 2019Q4 20193
TRADITION ASSET MANAGEMENT LLC 210.07%0.08%0.09%Q2 2019Q2 20203
TFO Wealth Partners, LLC 110.01%0.02%0.04%Q4 2021Q3 20233
First Ascent Asset Management, LLC 330.50%0.52%0.53%Q4 2022Q2 20233
DHK Financial Advisors, Inc. 330.65%0.72%0.82%Q4 2021Q2 20223
Paragon Wealth Strategies, LLC 210.04%0.06%0.07%Q2 2021Q1 20223
FLC Capital Advisors 331.38%1.54%1.68%Q4 2022Q2 20233
Beacon Pointe Wealth Advisors, LLC 330.20%0.91%1.39%Q2 2019Q4 20193
Lion Street Advisors, LLC 330.46%0.54%0.65%Q1 2023Q3 20233
Chronos Wealth Management, LLC 330.20%0.25%0.31%Q4 2019Q2 20203
SADOFF INVESTMENT MANAGEMENT LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Ruggaard & Associates LLC 335.66%5.80%5.91%Q1 2023Q3 20233
PRINCETON CAPITAL MANAGEMENT LLC 330.05%0.05%0.06%Q1 2018Q3 20183
Consolidated Portfolio Review Corp 330.22%0.23%0.26%Q1 2023Q3 20233
My Personal CFO, LLC 210.15%0.77%1.08%Q4 2022Q3 20233
PFG Investments, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
BRR OpCo, LLC 330.04%0.04%0.04%Q1 2019Q3 20193
O'Connor Financial Group LLC 330.52%0.98%1.32%Q1 2023Q3 20233
Rinet Co LLC 330.16%0.16%0.16%Q1 2021Q3 20213
Redhawk Wealth Advisors, Inc. 210.03%0.07%0.09%Q2 2019Q3 20233
Evolution Wealth Advisors, LLC 330.00%0.03%0.07%Q4 2018Q2 20193
Noble Family Wealth, LLC 333.39%3.46%3.60%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 334.67%4.93%5.09%Q1 2023Q3 20233
Anfield Capital Management, LLC 330.19%0.24%0.34%Q4 2019Q2 20203
PCA Investment Advisory Services Inc. 331.31%1.41%1.49%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.10%0.22%0.45%Q1 2023Q3 20233
Convergent Wealth Advisors 330.22%0.24%0.26%Q2 2014Q4 20143
CoreFirst Bank & Trust 330.00%0.02%0.02%Q4 2022Q2 20233
TITLEIST ASSET MANAGEMENT, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Abacus Wealth Partners, LLC 210.12%0.16%0.21%Q1 2021Q4 20213
Cape Investment Advisory, Inc. 330.04%0.05%0.06%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
San Luis Wealth Advisors LLC 210.10%0.20%0.26%Q1 2022Q2 20233
Exchange Capital Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Roberts Wealth Advisors, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.03%0.04%Q2 2020Q2 20222
JD Financial Services Inc. 220.23%0.23%0.24%Q3 2021Q4 20212
Rosenbaum Jay D. 220.48%0.55%0.61%Q2 2023Q3 20232
Clearview Wealth Advisors LLC 110.01%0.47%0.93%Q3 2022Q3 20232
WIT, LLC 220.36%0.38%0.40%Q4 2020Q1 20212
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.01%0.02%Q1 2021Q2 20212
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Sabal Trust CO 110.01%0.03%0.05%Q4 2021Q3 20222
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Mill Capital Management, LLC 220.03%0.03%0.03%Q1 2022Q2 20222
ALPHA WINDWARD LLC 220.02%0.03%0.04%Q2 2013Q3 20132
COTTONWOOD CAPITAL ADVISORS, LLC 220.20%0.21%0.22%Q4 2021Q1 20222
New England Capital Financial Advisors LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Wechter Feldman Wealth Management, Inc. 220.57%0.60%0.63%Q4 2016Q1 20172
Buttonwood Financial Advisors Inc. 220.30%0.34%0.39%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.01%0.04%0.07%Q1 2018Q4 20182
Wick Capital Partners, LLC 110.12%0.13%0.13%Q1 2023Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 221.10%1.54%1.98%Q2 2021Q3 20212
CenterStar Asset Management, LLC 110.01%0.11%0.21%Q3 2019Q3 20192
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Winchester Group Inc. 220.06%0.06%0.07%Q2 2013Q3 20132
NIXON PEABODY TRUST CO 220.58%0.59%0.60%Q2 2023Q3 20232
OPTIONS SOLUTIONS, LLC 110.17%0.18%0.18%Q4 2021Q2 20232
Red Cedar Capital, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Black Swift Group, LLC 220.01%0.02%0.04%Q4 2020Q1 20212
Arlington Financial Advisors, LLC 221.11%6.42%11.73%Q4 2017Q1 20182
MCIA Inc 220.06%0.06%0.06%Q2 2017Q3 20172
LaSalle St. Investment Advisors, LLC 220.10%0.11%0.12%Q4 2022Q1 20232
True Capital Management 220.26%0.27%0.29%Q4 2022Q1 20232
HBC Financial Services, PLLC 220.01%0.01%0.01%Q2 2023Q3 20232
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20202
25 LLC 220.03%0.04%0.05%Q1 2023Q2 20232
XML SECURITIES, LLC 222.18%2.20%2.21%Q4 2017Q1 20182
Sentinus, LLC 220.69%0.70%0.72%Q1 2023Q2 20232
Starfire Investment Advisers, Inc. 110.11%0.20%0.30%Q4 2018Q2 20202
Values Added Financial LLC 220.26%0.28%0.30%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.17%0.18%0.19%Q2 2023Q3 20232
Legacy Wealth Management, Inc 110.02%0.27%0.52%Q4 2016Q4 20182
FSA Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Baltimore-Washington Financial Advisors Inc. 220.26%0.39%0.52%Q2 2013Q3 20132
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Nemes Rush Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Hayden Royal, LLC 110.21%0.35%0.49%Q4 2018Q2 20212
Impact Partnership Wealth, LLC 222.29%2.57%2.85%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
UNION SAVINGS BANK 220.02%0.03%0.03%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.12%0.12%0.12%Q2 2023Q3 20232
Beck Bode, LLC 110.00%0.00%0.01%Q3 2020Q2 20212
Nauset Wealth Management. LLC 220.62%1.22%1.83%Q4 2021Q1 20222
PFW Advisors LLC 220.73%0.73%0.73%Q2 2023Q3 20232
Alaska Permanent Capital Management 220.04%0.04%0.04%Q2 2023Q3 20232
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.11%0.11%0.12%Q2 2023Q3 20232
Dechtman Wealth Management, LLC 226.54%6.63%6.72%Q2 2023Q3 20232
Quantitative Advantage, LLC 220.43%0.45%0.47%Q4 2016Q1 20172
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Morton Brown Family Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Total Wealth Planning, LLC 220.08%0.09%0.10%Q1 2022Q2 20222
Hanlon Investment Management, Inc. 110.71%0.85%0.99%Q4 2022Q2 20232
Peoples Bank/KS 220.03%0.03%0.03%Q3 2023Q4 20232
R & A Capital Management, LLC 222.85%2.87%2.90%Q2 2013Q3 20132
Evergreen Advisors, LLC 220.07%0.07%0.08%Q3 2021Q4 20212
Hills Bank & Trust Co 110.01%0.02%0.03%Q3 2020Q4 20212
Gateway Advisory, LLC 223.08%3.15%3.22%Q3 2013Q4 20132
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q2 20212
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quantinno Capital Management LP 220.03%0.03%0.03%Q2 2023Q3 20232
Garrett Wealth Advisory Group, LLC 110.01%0.07%0.12%Q3 2019Q1 20222
Carnick & Kubik, LLC 110.01%0.01%0.02%Q3 2015Q1 20162
GARRISON BRADFORD & ASSOCIATES INC 220.20%0.20%0.20%Q1 2014Q2 20142
Madison Asset Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
MBE Wealth Management, LLC 220.04%0.17%0.30%Q4 2019Q1 20202
Steinberg Global Asset Management 220.10%0.11%0.12%Q4 2018Q1 20192
Oak Point Wealth Management 221.61%1.64%1.67%Q4 2017Q1 20182
CATALYST FINANCIAL PARTNERS LLC 220.12%0.30%0.48%Q4 2022Q1 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.39%0.78%Q4 2021Q3 20222
BRIGGS ADVISORY GROUP, INC. 220.33%0.34%0.36%Q4 2021Q1 20222
CLEAR STREET MARKETS LLC 110.00%0.03%0.06%Q2 2017Q1 20222
TRUSTCO BANK CORP N Y 220.24%0.25%0.27%Q2 2023Q3 20232
PineBridge Investments, L.P. 220.19%0.19%0.19%Q3 2014Q4 20142
Canton Hathaway, LLC 220.17%0.17%0.17%Q3 2021Q4 20212
PENSECO FINANCIAL SERVICES CORP 220.08%0.08%0.08%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.10%0.10%0.11%Q4 2021Q1 20222
Reynolds Investment Management, Inc. 220.36%0.36%0.36%Q1 2022Q2 20222
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
JGP Wealth Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20232
Richard P Slaughter Associates Inc 220.08%0.09%0.10%Q4 2021Q1 20222
Astoria Portfolio Advisors LLC. 220.11%0.12%0.12%Q4 2022Q1 20232
Apeiron RIA LLC 220.11%0.11%0.12%Q4 2021Q1 20222
PBMares Wealth Management LLC 220.27%0.31%0.35%Q4 2019Q1 20202
VANCE WEALTH, INC. 220.30%0.32%0.33%Q4 2021Q1 20222
Fiduciary Group LLC 220.52%0.66%0.79%Q2 2015Q3 20152
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
Life Planning Partners, Inc 220.03%0.03%0.03%Q2 2022Q3 20222
CASTLE WEALTH MANAGEMENT LLC 220.05%0.05%0.06%Q2 2022Q3 20222
Ritter Daniher Financial Advisory LLC / DE 220.00%0.01%0.01%Q2 2023Q3 20232
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.01%0.03%Q2 2019Q1 20232
ACCURATE INVESTMENT SOLUTIONS, INC. 220.03%0.03%0.03%Q3 2017Q4 20172
BEAM WEALTH ADVISORS, INC. 220.24%0.25%0.25%Q4 2021Q1 20222
Huber Financial Advisors, LLC 220.12%0.14%0.15%Q4 2019Q1 20202
1834 INVESTMENT ADVISORS CO 110.00%0.01%0.01%Q1 2018Q2 20202
Aspen Grove Capital, LLC 220.23%0.26%0.29%Q2 2023Q3 20232
Lehman & Derafelo Financial Resources LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Plan Group Financial, LLC 110.65%2.78%4.90%Q2 2022Q3 20232
LVZ, Inc. 220.08%0.09%0.10%Q3 2017Q4 20172
Inscription Capital, LLC 110.02%0.14%0.26%Q4 2018Q2 20212
American Financial Network Advisory Services LLC 220.10%0.10%0.10%Q3 2017Q4 20172
BT Wealth Management LLC 220.07%0.08%0.10%Q1 2022Q2 20222
LFA - Lugano Financial Advisors SA 220.14%0.16%0.18%Q2 2023Q3 20232
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.01%Q4 2018Q3 20212
Signature Wealth Management Group 220.12%0.12%0.13%Q1 2022Q2 20222
Coppell Advisory Solutions Corp. 220.26%0.29%0.32%Q4 2022Q1 20232
Campbell Wealth Management 110.01%0.02%0.03%Q2 2020Q1 20222
ExodusPoint Capital Management, LP 110.80%0.80%0.80%Q4 2020Q4 20202
RELIANCE TRUST CO OF DELAWARE 220.04%0.05%0.07%Q1 2014Q2 20142
STANCORP INVESTMENT ADVISERS INC 220.11%0.13%0.14%Q4 2014Q1 20152
EMERSON INVESTMENT MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2014Q3 20142
Cable Hill Partners, LLC 220.02%0.03%0.05%Q4 2018Q1 20192
Formidable Asset Management, LLC 220.03%0.03%0.03%Q4 2015Q1 20162
Strata Wealth Advisors, LLC 110.20%0.27%0.34%Q1 2023Q3 20232
HFG Advisors, Inc. 220.23%0.24%0.24%Q4 2021Q1 20222
Sloy Dahl & Holst, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Nalls Sherbakoff Group, LLC 110.00%0.18%0.35%Q4 2018Q1 20232
Wagner Wealth Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
WealthCare Investment Partners, LLC 110.12%0.16%0.19%Q1 2022Q1 20232
Relaxing Retirement Coach 220.12%0.17%0.22%Q4 2017Q1 20182
Secrest Blakey & Associates, LLC 220.05%0.05%0.05%Q2 2019Q3 20192
CALTON & ASSOCIATES, INC. 220.06%0.07%0.08%Q3 2021Q4 20212
Private Wealth Advisors, Inc. 220.11%0.11%0.11%Q2 2015Q3 20152
INTREPID CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Gresham Partners, LLC 223.22%5.38%7.54%Q3 2015Q4 20152
ORRSTOWN FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2015Q4 20152
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q4 20182
Sound View Wealth Advisors, LLC 220.11%0.11%0.11%Q4 2018Q1 20192
Camarda Financial Advisors, LLC 110.00%0.01%0.02%Q2 2015Q1 20162
Compagnie Lombard Odier SCmA 220.01%0.02%0.02%Q4 2013Q1 20142
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.04%0.04%Q1 2021Q2 20212
NORTHSTAR CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q3 2018Q4 20182
FURE FINANCIAL CORP 222.32%2.41%2.49%Q3 2021Q4 20212
Valley Brook Capital Group, Inc. 220.07%0.08%0.08%Q4 2020Q1 20212
Jefferies Group LLC 110.00%0.01%0.02%Q4 2017Q4 20192
CHILDRESS CAPITAL ADVISORS, LLC 110.28%0.69%1.10%Q1 2021Q4 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.18%4.56%8.94%Q4 2021Q2 20222
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.92%1.83%Q4 2020Q4 20212
Sumitomo Mitsui DS Asset Management Company, Ltd 220.01%0.02%0.03%Q3 2018Q4 20182
DAVIS R M INC 220.00%0.00%0.01%Q4 2021Q1 20222
Kowal Investment Group, LLC 220.06%0.06%0.07%Q3 2021Q4 20212
Independent Portfolio Consultants, Inc. 220.13%0.15%0.18%Q2 2015Q3 20152
Oxler Private Wealth LLC 110.01%0.01%0.01%Q4 2020Q3 20222
Colonial River Wealth Management, LLC 220.18%1.24%2.30%Q2 2021Q3 20212
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.02%0.03%Q2 2020Q3 20232
Blue Investment Partners LLC 221.70%1.78%1.86%Q4 2022Q1 20232
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.14%0.15%0.15%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.47%0.48%0.49%Q2 2023Q3 20232
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 220.08%0.09%0.10%Q4 2021Q1 20222
DIMENSION CAPITAL MANAGEMENT LLC 110.13%0.27%0.41%Q4 2018Q1 20202
BECK CAPITAL MANAGEMENT, LLC 220.60%0.64%0.67%Q2 2023Q3 20232
XML Financial, LLC 220.50%0.56%0.63%Q2 2023Q3 20232
C2C Wealth Management, LLC 110.03%0.03%0.04%Q1 2022Q2 20232
Dragon Financial & Investment Group, LLC 220.41%0.49%0.56%Q4 2017Q1 20182
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q3 20212
TKG Advisors, LLC 220.18%0.20%0.22%Q4 2022Q1 20232
Cowen Prime Advisors LLC 220.03%0.03%0.03%Q1 2023Q2 20232
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q3 20132
Paragon Advisors, LLC 220.12%0.52%0.91%Q2 2023Q3 20232
Jackson Wealth Management, LLC 220.96%0.98%1.01%Q1 2015Q2 20152
Ulrich Consultants & Investment Group, LLC 220.14%0.17%0.20%Q2 2022Q3 20222
Palo Capital, Inc. 220.09%0.09%0.10%Q1 2018Q2 20182
DRW Securities, LLC 110.07%0.19%0.32%Q3 2013Q1 20142
Taylor Hoffman Wealth Management 220.14%0.16%0.18%Q2 2022Q3 20222
McNamara Financial Services, Inc. 220.06%0.06%0.07%Q3 2021Q4 20212
Activest Wealth Management 110.00%0.01%0.03%Q3 2021Q3 20232
CANADA PENSION PLAN INVESTMENT BOARD 110.04%0.04%0.04%Q1 2021Q1 20211
Peloton Wealth Strategists 110.09%0.09%0.09%Q3 2021Q3 20211
Cypress Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Vise Technologies, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Steward Financial Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Tempus Wealth Planning, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
West Oak Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2023Q2 20231
Trust Co of Kansas 110.17%0.17%0.17%Q1 2020Q1 20201
Atlas Brown,Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
MAGNOLIA CAPITAL ADVISORS LLC 110.17%0.17%0.17%Q1 2022Q1 20221
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Darrow Company, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Cadent Capital Advisors, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Integrity Advisory, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
MATTERN CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Private Wealth Strategies, L.L.C. 110.00%0.00%0.00%Q3 2023Q3 20231
Carson Advisory Inc. 110.24%0.24%0.24%Q1 2022Q1 20221
Blue Zone Wealth Advisors, LLC 111.15%1.15%1.15%Q4 2019Q4 20191
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Portfolio Strategies Inc 118.94%8.94%8.94%Q1 2014Q1 20141
Horizon Investment Services, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Stonebridge Financial Planning Group, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Pinnacle Wealth Advisors 110.57%0.57%0.57%Q2 2021Q2 20211
Mayfair Advisory Group, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Prosperity Consulting Group, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
REDMONT WEALTH ADVISORS LLC 110.22%0.22%0.22%Q4 2021Q4 20211
KRS Capital Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Verition Fund Management LLC 110.05%0.05%0.05%Q2 2017Q2 20171
Select Asset Management & Trust 111.17%1.17%1.17%Q2 2014Q2 20141
Equius Partners, Inc. 110.24%0.24%0.24%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.03%0.03%0.03%Q1 2022Q1 20221
ADVISOR PARTNERS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Psagot Value Holdings Ltd. 110.03%0.03%0.03%Q4 2015Q4 20151
Lionsbridge Wealth Management LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Cladis Investment Advisory, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Courage Miller Partners, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Quent Capital, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Watson Rebecca 110.07%0.07%0.07%Q2 2020Q2 20201
apricus wealth, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
JBF Capital, Inc. 113.19%3.19%3.19%Q1 2021Q1 20211
ICW Investment Advisors LLC 110.08%0.08%0.08%Q4 2019Q4 20191
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q3 2021Q3 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.04%0.04%0.04%Q3 2023Q3 20231
CXI Advisors 110.18%0.18%0.18%Q4 2019Q4 20191
AT Bancorp 110.04%0.04%0.04%Q4 2018Q4 20181
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Timber Creek Capital Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.27%0.27%0.27%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.57%0.57%0.57%Q3 2023Q3 20231
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Meristem Family Wealth, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Astoria Strategic Wealth, Inc. 110.55%0.55%0.55%Q4 2019Q4 20191
Atlas Financial Advisors, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Core Alternative Capital 110.07%0.07%0.07%Q4 2021Q4 20211
ROCKY MOUNTAIN ADVISERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 1113.36%13.36%13.36%Q1 2014Q1 20141
Main Street Research LLC 110.07%0.07%0.07%Q2 2016Q2 20161
Prestige Wealth Management Group LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Balboa Wealth Partners 110.09%0.09%0.09%Q3 2023Q3 20231
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
XR Securities LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Pacific Edge Advisors, LLC 110.28%0.28%0.28%Q4 2018Q4 20181
Holistic Financial Partners 110.00%0.00%0.00%Q1 2018Q1 20181
Arlington Capital Management, Inc. 110.75%0.75%0.75%Q4 2021Q4 20211
Catamount Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Trek Financial, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
PATTON FUND MANAGEMENT, INC. 110.25%0.25%0.25%Q4 2022Q4 20221
HMS Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Northwest Bank & Trust Co 110.32%0.32%0.32%Q2 2023Q2 20231
Stordahl Capital Management, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
BTC Capital Management, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Tevis Investment Management 110.00%0.00%0.00%Q4 2021Q4 20211
ASB Consultores, LLC 111.09%1.09%1.09%Q4 2021Q4 20211
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.08%0.08%0.08%Q4 2020Q4 20201
Second Half Financial Partners, LLC 110.44%0.44%0.44%Q2 2023Q2 20231
Dakota Community Bank & Trust NA 111.06%1.06%1.06%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Ferguson Shapiro LLC 110.47%0.47%0.47%Q1 2022Q1 20221
Rezny Wealth Management, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
ADVISOR PARTNERS II, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
J. W. Coons Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Jackson Hole Capital Partners, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
GFS Private Wealth, LLC 111.51%1.51%1.51%Q4 2017Q4 20171
UNIQUE WEALTH, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Quad Capital Management Advisors LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Ackerman Capital Advisors, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Board of Trustees of The Leland Stanford Junior University 110.01%0.01%0.01%Q1 2022Q1 20221
Family Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Align Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Jenkins Wealth 111.15%1.15%1.15%Q4 2022Q4 20221
Paradigm Financial Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Pointe Capital Management LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.56%0.56%0.56%Q4 2022Q4 20221
Shilanski & Associates, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Arjuna Capital 110.01%0.01%0.01%Q4 2022Q4 20221
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.25%0.25%0.25%Q2 2018Q2 20181
Diametric Capital, LP 113.02%3.02%3.02%Q3 2021Q3 20211
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Karp Capital Management Corp 110.15%0.15%0.15%Q2 2022Q2 20221
Simply Money Advisors 110.03%0.03%0.03%Q2 2013Q2 20131
Clarfeld Financial Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Godshalk Welsh Capital Management, Inc. 110.06%0.06%0.06%Q4 2014Q4 20141
DDFG, Inc 110.09%0.09%0.09%Q4 2022Q4 20221
REFRAME WEALTH, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Edgemoor Investment Advisors, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
Symmetry Partners, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
MAIRS & POWER INC 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q2 2013Q2 20131
Atomi Financial Group, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
KPP Advisory Services LLC 110.43%0.43%0.43%Q3 2023Q3 20231
RAM Investment Partners, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.60%1.60%1.60%Q2 2023Q2 20231
Eukles Asset Management 110.01%0.01%0.01%Q2 2023Q2 20231
Arcus Capital Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Windsor Capital Management, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Pegasus Partners Ltd. 110.06%0.06%0.06%Q3 2023Q3 20231
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 111.62%1.62%1.62%Q3 2023Q3 20231
Geneva Partners, LLC 111.94%1.94%1.94%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Prosperitas Financial LLC 114.22%4.22%4.22%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.56%0.56%0.56%Q3 2023Q3 20231
SHAPIRO ROBERT N 110.01%0.01%0.01%Q4 2014Q4 20141
Court Place Advisors, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q4 2021Q4 20211
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Freedom Investment Management, Inc. 110.07%0.07%0.07%Q1 2013Q1 20131
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
PITCAIRN CO 110.07%0.07%0.07%Q1 2023Q1 20231
Towercrest Capital Management 110.09%0.09%0.09%Q4 2019Q4 20191
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q1 2019Q1 20191
Blue Sky Asset Management, LLC 110.82%0.82%0.82%Q1 2020Q1 20201
HORAN CAPITAL MANAGEMENT 110.04%0.04%0.04%Q1 2017Q1 20171
Telos Capital Management, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Lourd Capital, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
VisionPoint Advisory Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Ergoteles LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Avalon Investment & Advisory 110.03%0.03%0.03%Q4 2021Q4 20211
Facet Wealth, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
GFG Capital, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Lake Hills Wealth Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Aquire Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
QCM Cayman, Ltd. 110.40%0.40%0.40%Q4 2020Q4 20201
Mount Yale Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Vident Advisory, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Headlands Technologies LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Empirical Finance, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Peachtree Investment Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
DAVIDSON INVESTMENT ADVISORS 110.03%0.03%0.03%Q3 2023Q3 20231
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
ROMAN BUTLER FULLERTON & CO 110.12%0.12%0.12%Q3 2023Q3 20231
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.52%0.52%0.52%Q3 2020Q3 20201
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.02%0.02%0.02%Q2 2020Q2 20201
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Windsor Advisory Group, LLC 110.39%0.39%0.39%Q4 2022Q4 20221
Alpine Global Management, LLC 112.19%2.19%2.19%Q2 2023Q2 20231
Rather & Kittrell, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.14%0.14%0.14%Q1 2020Q1 20201
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Family Capital Trust Co 110.01%0.01%0.01%Q3 2018Q3 20181
Avitas Wealth Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Winthrop Partners - WNY, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FIRST FINANCIAL EQUITY CORPORATION 110.26%0.26%0.26%Q1 2017Q1 20171
HABERER REGISTERED INVESTMENT ADVISOR INC 110.00%0.00%0.00%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Alaska Wealth Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
Empowered Funds, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
INTEGRATED WEALTH COUNSEL, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q1 2014Q1 20141
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Resource Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Paloma Partners Management Co 110.15%0.15%0.15%Q2 2020Q2 20201
Avestar Capital, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Mariner Wealth Advisors-NYC, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
Crosspoint Capital Strategies, LLC 110.40%0.40%0.40%Q4 2015Q4 20151
SUN LIFE FINANCIAL INC 110.19%0.19%0.19%Q2 2019Q2 20191
PIN OAK INVESTMENT ADVISORS INC 110.04%0.04%0.04%Q1 2018Q1 20181
Verity Asset Management, Inc. 110.22%0.22%0.22%Q3 2021Q3 20211
GOULD ASSET MANAGEMENT LLC /CA/ 110.15%0.15%0.15%Q2 2022Q2 20221
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
GM Advisory Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BOURGEON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
EFG Asset Management (Americas) Corp. 110.13%0.13%0.13%Q4 2014Q4 20141
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Astor Investment Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
PEOPLES BANK /OH 110.14%0.14%0.14%Q3 2023Q3 20231
GW&K Investment Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allen Investment Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
EVERETT HARRIS & CO /CA/ 110.00%0.00%0.00%Q3 2022Q3 20221
FOCUS Wealth Advisors, LLC 110.96%0.96%0.96%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.08%0.08%0.08%Q3 2023Q3 20231
Cannon Global Investment Management, LLC 112.74%2.74%2.74%Q2 2021Q2 20211
HILLMAN CO 112.55%2.55%2.55%Q3 2023Q3 20231
Goepper Burkhardt LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Mezzasalma Advisors, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Strategic Equity Management 110.08%0.08%0.08%Q3 2022Q3 20221
LUPO SECURITIES, LLC 110.38%0.38%0.38%Q1 2015Q1 20151
Crestmont Private Wealth LLC 110.03%0.03%0.03%Q4 2021Q4 20211
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q4 2016Q4 20161
Cerro Pacific Wealth Advisors LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Choice Wealth Advisors, LLC 118.70%8.70%8.70%Q2 2022Q2 20221
B, B, H, & B INC. 110.00%0.00%0.00%Q4 2020Q4 20201
STABLEFORD CAPITAL II LLC 110.80%0.80%0.80%Q1 2023Q1 20231
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PATRON PARTNERS, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
KAVAR CAPITAL PARTNERS GROUP, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Ardent Capital Management, Inc. 110.43%0.43%0.43%Q3 2023Q3 20231
Independent Wealth Network Inc. 111.42%1.42%1.42%Q3 2021Q3 20211
Atlantic Private Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET MANAGEMENT USA, LLC 110.98%0.98%0.98%Q4 2013Q4 20131
STUDIO INVESTMENT MANAGEMENT LLC 110.08%0.08%0.08%Q4 2021Q4 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KLINGENSTEIN FIELDS & CO LP 110.02%0.02%0.02%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Geometric Wealth Advisors 110.06%0.06%0.06%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Selway Asset Management 110.02%0.02%0.02%Q3 2022Q3 20221
Indiana Trust & Investment Management CO 110.08%0.08%0.08%Q3 2023Q3 20231
Blue Edge Capital, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Harrison & Co Wealth Management, LLC 110.49%0.49%0.49%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Northeast Financial Consultants Inc 110.04%0.04%0.04%Q3 2022Q3 20221
DISCIPLINED GROWTH INVESTORS INC /MN 110.01%0.01%0.01%Q4 2021Q4 20211
Financial Sense Advisors, Inc. 111.77%1.77%1.77%Q1 2022Q1 20221
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Manhattan West Asset Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SNYDER CAPITAL MANAGEMENT L P 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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