VANGUARD INDEX FDS shareholder history

Current and past VANGUARD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 31100.00%0.00%0.01%Q2 2013Q3 202391
Tortoise Investment Management, LLC 44440.02%0.03%0.04%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4210.00%0.13%0.24%Q2 2010Q3 202343
GOLDMAN SACHS GROUP INC 4210.00%0.00%0.05%Q3 2012Q3 202343
New England Private Wealth Advisors LLC 43431.06%4.94%8.90%Q1 2013Q3 202343
North Star Investment Management Corp. 42420.48%0.52%0.66%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.03%0.12%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.04%0.11%0.25%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.09%0.16%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.09%0.15%0.31%Q2 2013Q4 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.10%0.32%0.82%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.06%0.09%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.09%0.23%0.53%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.04%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.03%0.04%0.06%Q1 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.04%0.12%0.18%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.35%1.11%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42421.50%2.88%7.57%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.54%1.01%1.60%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.10%0.42%1.11%Q2 2013Q3 202342
Narwhal Capital Management 42420.06%0.11%0.18%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.04%0.09%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.02%0.11%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.14%0.26%0.40%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.04%Q2 2013Q3 202342
Ancora Advisors LLC 42420.25%0.96%3.57%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.05%0.41%0.97%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.04%0.09%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.40%0.79%1.18%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.07%0.10%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202342
US BANCORP \DE\ 42420.06%0.17%0.30%Q2 2013Q3 202342
SouthState Corp 42420.08%0.22%0.32%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.06%0.14%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.08%0.14%0.28%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.50%0.75%1.10%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.12%0.31%0.69%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42427.07%8.22%9.34%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42422.22%3.87%6.44%Q2 2013Q3 202342
SOL Capital Management CO 42420.24%1.11%1.66%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.03%0.05%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.04%0.09%Q2 2013Q3 202342
Creative Planning 42420.01%0.06%0.44%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
GFS Advisors, LLC 42420.01%0.41%0.82%Q2 2013Q3 202342
BANK OF HAWAII 42420.06%0.32%0.96%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.05%0.12%Q2 2013Q3 202342
TD Capital Management LLC 42420.77%1.36%2.51%Q2 2013Q3 202342
VICUS CAPITAL 41410.47%1.58%4.10%Q3 2013Q3 202341
WASHINGTON TRUST BANK 41410.08%0.16%0.63%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.35%1.40%2.22%Q2 2013Q2 202341
Private Advisor Group, LLC 40400.00%0.16%0.41%Q4 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.04%0.11%0.28%Q2 2013Q3 202341
First Heartland Consultants, Inc. 3920.01%0.16%0.46%Q2 2013Q3 202341
Cetera Advisor Networks LLC 21200.02%0.08%0.16%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.30%3.24%Q3 2013Q3 202341
RAYMOND JAMES TRUST N.A. 41410.05%1.10%1.48%Q3 2013Q3 202341
Busey Bank 41410.01%0.03%0.04%Q3 2013Q3 202341
Atria Investments, Inc 27140.03%0.13%0.30%Q2 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3741.57%3.70%6.06%Q2 2013Q3 202341
Cetera Advisors LLC 40400.04%0.12%0.36%Q4 2013Q3 202340
First Horizon Advisors, Inc. 21190.00%0.02%0.11%Q1 2012Q3 202340
HOWLAND CAPITAL MANAGEMENT LLC 40400.02%0.06%0.10%Q4 2013Q3 202340
Roundview Capital LLC 40400.11%0.22%0.32%Q4 2013Q3 202340
HighTower Advisors, LLC 29110.01%0.06%0.15%Q3 2013Q3 202340
Prospera Financial Services Inc 22180.02%0.12%0.20%Q3 2013Q3 202340
Janney Montgomery Scott LLC 40400.01%0.04%0.34%Q4 2013Q3 202340
NORTHERN TRUST CORP 40400.00%0.00%0.00%Q4 2013Q3 202340
BANK OF THE WEST 39390.10%0.15%0.20%Q2 2013Q4 202239
Mathes Company, Inc. 3720.32%0.53%0.64%Q4 2013Q3 202339
Diversified Trust Co 3710.04%1.62%2.27%Q2 2014Q4 202338
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3130.05%0.46%0.70%Q4 2013Q3 202338
DOWLING & YAHNKE LLC 38380.04%0.08%0.18%Q2 2013Q3 202238
ASSETMARK, INC 3520.25%0.78%1.16%Q2 2014Q3 202337
FIRST HAWAIIAN BANK 3610.01%1.17%7.04%Q2 2013Q3 202337
COLONY GROUP LLC 2890.01%0.95%2.11%Q4 2013Q3 202337
Fragasso Group Inc. 37370.38%3.31%15.19%Q4 2014Q4 202337
Citadel Advisors 1010.00%0.00%0.02%Q1 2014Q3 202337
TWIN FOCUS CAPITAL PARTNERS, LLC 37370.17%1.33%2.16%Q3 2014Q3 202337
Rathbones Group PLC 37370.00%0.02%0.04%Q3 2014Q3 202337
B. Riley Wealth Advisors, Inc. 3610.00%0.10%0.22%Q2 2014Q3 202337
JNBA Financial Advisors 37370.00%0.02%0.20%Q3 2014Q3 202337
FC Advisory LLC 36367.44%8.51%9.89%Q1 2015Q4 202336
Klingman & Associates, LLC 36360.04%0.08%0.12%Q4 2014Q3 202336
Cutler Group LLC / CA 1010.00%0.00%0.02%Q2 2016Q3 202336
Coastline Trust Co 36360.10%0.59%1.05%Q4 2014Q3 202336
SYNOVUS FINANCIAL CORP 36360.01%0.01%0.02%Q4 2014Q3 202336
UBS Group AG 36360.03%0.07%0.14%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.01%0.04%Q4 2013Q3 202336
Boston Standard Wealth Management, LLC 22140.85%2.11%6.31%Q4 2014Q4 202336
Legacy Private Trust Co. 3240.15%0.61%2.85%Q2 2013Q3 202336
Blue Chip Partners, LLC 36360.10%0.21%0.49%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.00%0.03%0.05%Q1 2015Q3 202335
PHILLIPS FINANCIAL MANAGEMENT, LLC 1910.14%0.27%0.43%Q3 2013Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.20%0.34%Q2 2013Q4 202135
Valmark Advisers, Inc. 35350.01%0.16%0.35%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 35350.01%0.02%0.05%Q1 2015Q3 202335
GOFEN & GLOSSBERG LLC /IL/ 35350.01%0.02%0.03%Q2 2014Q4 202235
Sigma Planning Corp 3050.02%0.05%0.08%Q4 2014Q3 202335
BUCKINGHAM STRATEGIC WEALTH, LLC 2210.01%0.83%2.18%Q2 2013Q3 202335
Regal Investment Advisors LLC 1510.01%0.20%0.37%Q4 2013Q3 202335
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
Fiduciary Group LLC 34340.26%1.77%2.76%Q2 2015Q3 202334
THRIVENT FINANCIAL FOR LUTHERANS 26260.00%0.08%0.34%Q2 2017Q3 202334
Oakworth Capital, Inc. 34340.00%0.01%0.01%Q2 2015Q3 202334
KING LUTHER CAPITAL MANAGEMENT CORP 34340.00%0.01%0.02%Q2 2015Q3 202334
Telos Capital Management, Inc. 34340.23%0.43%0.61%Q2 2015Q3 202334
Harfst & Associates, Inc. 34340.27%3.48%9.08%Q2 2015Q3 202334
BANK OF MONTREAL /CAN/ 1420.00%0.01%0.04%Q2 2013Q3 202333
MML INVESTORS SERVICES, LLC 2670.02%0.18%0.58%Q2 2015Q3 202333
FIRST MANHATTAN CO. LLC. 2760.00%0.00%0.00%Q2 2013Q3 202333
Argent Trust Co 33330.03%0.24%0.78%Q3 2015Q3 202333
SCHMIDT P J INVESTMENT MANAGEMENT INC 2710.08%0.14%0.24%Q1 2014Q3 202333
Stratos Wealth Partners, LTD. 33330.14%1.69%3.59%Q3 2015Q3 202333
Texas Yale Capital Corp. 33330.02%0.04%0.06%Q3 2015Q3 202333
JFS WEALTH ADVISORS, LLC 32320.02%0.05%0.06%Q4 2015Q3 202332
SIGNATUREFD, LLC 2310.00%0.01%0.05%Q2 2014Q3 202332
STIFEL FINANCIAL CORP 32320.00%0.01%0.02%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.08%0.48%Q4 2015Q3 202331
MCF Advisors LLC 1770.00%0.02%0.06%Q4 2013Q3 202331
Sandy Spring Bank 31310.00%0.00%0.01%Q1 2016Q3 202331
GLENMEDE TRUST CO NA 2050.00%0.00%0.00%Q3 2014Q3 202331
STEEL GROVE CAPITAL ADVISORS, LLC 31310.04%0.14%0.27%Q1 2016Q3 202331
VANGUARD GROUP INC 2430.00%0.00%0.00%Q2 2014Q3 202331
SPC Financial, Inc. 2740.56%1.04%1.34%Q2 2013Q1 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.09%Q1 2016Q3 202331
Voya Financial Advisors, Inc. 30300.03%2.06%4.10%Q2 2016Q3 202330
FCG ADVISORS, LLC 30302.02%7.42%10.54%Q2 2013Q3 202030
M&T BANK CORP 1210.00%0.00%0.03%Q3 2014Q2 202330
Snowden Capital Advisors LLC 2180.06%0.16%0.46%Q2 2016Q3 202329
GREAT LAKES ADVISORS, LLC 29290.01%0.04%0.18%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.08%Q3 2013Q3 202329
ROTHSCHILD INVESTMENT LLC /IL 29290.05%0.37%0.66%Q3 2016Q3 202329
Plante Moran Financial Advisors, LLC 15140.03%1.61%5.02%Q4 2015Q3 202329
WINTRUST INVESTMENTS LLC 18110.01%0.22%0.44%Q2 2016Q3 202329
Sargent Bickham Lagudis LLC 28281.63%3.99%6.59%Q1 2016Q4 202228
Tower Research Capital LLC (TRC) 810.00%0.34%1.95%Q4 2013Q3 202328
River Wealth Advisors LLC 28280.18%0.71%1.16%Q4 2016Q3 202328
ENTERPRISE FINANCIAL SERVICES CORP 28280.00%0.04%0.06%Q3 2013Q2 202028
Bridgeworth, LLC 28280.51%6.42%13.57%Q4 2016Q3 202328
MOTCO 28280.00%0.00%0.00%Q4 2016Q3 202328
CWM, LLC 1370.00%0.01%0.05%Q2 2016Q3 202328
Clearstead Advisors, LLC 28280.20%0.28%0.36%Q4 2016Q3 202328
Patten Group, Inc. 1410.00%0.06%0.20%Q4 2014Q3 202328
KINGS POINT CAPITAL MANAGEMENT 28280.00%0.01%0.01%Q2 2015Q1 202228
Alpha Omega Wealth Management LLC 28280.05%0.13%0.27%Q4 2016Q3 202328
AUA CAPITAL MANAGEMENT, LLC 28280.66%0.88%1.06%Q4 2016Q3 202328
Kovack Advisors, Inc. 28280.07%0.09%0.12%Q4 2016Q3 202328
CABOT WEALTH MANAGEMENT INC 28280.43%1.21%1.52%Q2 2013Q1 202028
Parallel Advisors, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
JONES FINANCIAL COMPANIES LLLP 27270.00%0.00%0.01%Q1 2017Q3 202327
BARCLAYS PLC 1440.01%0.02%0.04%Q3 2013Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.05%0.10%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.09%1.80%7.80%Q4 2016Q3 202327
Ironwood Financial, llc 2340.02%0.04%0.06%Q4 2014Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.20%0.38%0.48%Q2 2013Q4 201927
Fiera Capital Corp 27270.00%0.00%0.01%Q4 2015Q2 202227
Global Retirement Partners, LLC 2070.01%0.04%0.35%Q4 2016Q3 202327
Homrich & Berg 27270.02%0.03%0.04%Q1 2015Q3 202127
Kohmann Bosshard Financial Services, LLC 2520.19%0.50%0.90%Q4 2016Q3 202327
CIBC BANK USA 27270.09%0.42%1.47%Q2 2013Q4 201927
SHINE INVESTMENT ADVISORY SERVICES INC 26260.46%0.78%1.42%Q2 2014Q3 202026
Jacobi Capital Management LLC 26260.04%0.07%0.10%Q2 2017Q3 202326
Winslow, Evans & Crocker, Inc. 1530.00%0.02%0.04%Q4 2013Q4 202026
Continuum Advisory, LLC 14120.13%1.67%4.07%Q1 2017Q3 202326
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 26260.32%0.48%0.59%Q2 2013Q3 201926
NEXT Financial Group, Inc 1420.00%0.06%0.10%Q2 2014Q4 202126
First Allied Advisory Services, Inc. 26260.01%0.03%0.05%Q2 2014Q3 202026
CIBC Private Wealth Group, LLC 25250.00%0.02%0.04%Q3 2017Q3 202325
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 25250.19%1.35%2.60%Q3 2017Q3 202325
Patriot Financial Group Insurance Agency, LLC 1630.01%0.03%0.06%Q4 2016Q3 202325
Parkside Financial Bank & Trust 25250.00%0.01%0.04%Q3 2017Q3 202325
FLAGSHIP HARBOR ADVISORS, LLC 2230.02%0.08%0.18%Q4 2016Q3 202325
RWA WEALTH PARTNERS, LLC 840.01%0.03%0.19%Q4 2016Q3 202325
King Wealth Management Group 25250.08%0.10%0.12%Q3 2017Q3 202325
FIRST MERCHANTS CORP 25250.04%0.09%0.19%Q3 2017Q3 202325
STEPHENS INC /AR/ 2230.01%0.03%0.17%Q2 2013Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.01%0.02%0.04%Q3 2017Q3 202325
BESSEMER GROUP INC 2020.00%0.09%1.24%Q2 2013Q3 202325
AE Wealth Management LLC 1870.01%0.06%0.64%Q1 2017Q3 202325
Keel Point, LLC 25250.11%0.94%2.02%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.08%0.13%Q4 2017Q3 202324
Trellis Advisors, LLC 24240.16%0.24%0.32%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.27%0.41%0.59%Q4 2017Q3 202324
Wela Strategies, Inc. 1710.11%0.25%0.35%Q1 2017Q4 202324
Moisand Fitzgerald Tamayo, LLC 1860.00%0.02%0.04%Q3 2017Q3 202324
Garde Capital, Inc. 1440.02%0.04%0.07%Q2 2017Q3 202324
Merit Financial Group, LLC 24240.14%0.29%0.71%Q4 2017Q3 202324
Round Table Services, LLC 24240.18%0.55%0.96%Q4 2016Q3 202224
McIlrath & Eck, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Maryland Capital Management 24240.03%0.04%0.05%Q4 2016Q3 202224
CENTAURUS FINANCIAL, INC. 24240.04%0.73%1.17%Q4 2017Q3 202324
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 24240.01%0.03%0.11%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.01%0.04%0.13%Q4 2017Q3 202324
Northwest Capital Management Inc 24240.20%0.44%0.71%Q4 2017Q3 202324
Crewe Advisors LLC 24240.00%0.09%0.28%Q4 2017Q3 202324
Penn Capital Management Company, LLC 2130.05%0.22%0.86%Q3 2016Q3 202324
Carmichael Hill & Associates, Inc. 24241.29%1.98%2.76%Q4 2017Q3 202324
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1810.00%0.01%0.06%Q1 2017Q3 202323
SUNTRUST BANKS INC 1670.00%0.01%0.03%Q2 2013Q3 201923
CREATIVE FINANCIAL DESIGNS INC /ADV 2120.00%0.39%1.26%Q1 2017Q3 202323
Strategic Wealth Partners Group, LLC 960.01%0.20%0.44%Q4 2016Q3 202323
CREDIT SUISSE AG/ 1110.00%0.03%0.46%Q4 2013Q4 202023
NewEdge Advisors, LLC 2210.00%0.10%0.14%Q2 2017Q3 202323
LAKE STREET ADVISORS GROUP, LLC 1580.08%0.15%0.20%Q4 2017Q3 202323
Coyle Financial Counsel LLC 23231.09%1.93%10.56%Q1 2018Q3 202323
TIEDEMANN ADVISORS, LLC 23230.01%0.05%0.24%Q1 2018Q3 202323
Wealth Architects, LLC 1440.05%0.06%0.07%Q3 2017Q3 202323
Northstar Group, Inc. 1620.07%0.09%0.12%Q4 2017Q3 202322
TWIN CAPITAL MANAGEMENT INC 22220.22%0.51%1.17%Q4 2014Q1 202022
BROWN BROTHERS HARRIMAN & CO 1120.00%0.00%0.01%Q2 2013Q3 202322
WEALTHCARE CAPITAL MANAGEMENT LLC 22220.01%0.02%0.02%Q2 2013Q3 201822
MYCIO WEALTH PARTNERS, LLC 1480.02%0.04%0.14%Q2 2013Q4 201922
Sterling Investment Advisors, Ltd. 22220.04%0.08%0.13%Q1 2017Q2 202222
Gradient Investments LLC 1610.00%0.00%0.01%Q4 2014Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 22220.00%0.02%0.07%Q2 2018Q3 202322
AllSquare Wealth Management LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.00%0.27%1.24%Q4 2017Q1 202322
Glassman Wealth Services 22220.02%0.05%0.10%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 1140.01%0.02%0.03%Q3 2017Q3 202321
JANE STREET GROUP, LLC 610.00%0.01%0.05%Q2 2014Q1 202321
Smithfield Trust Co 21210.02%0.03%0.05%Q2 2013Q2 201821
Csenge Advisory Group 1740.00%0.09%0.57%Q4 2017Q3 202321
PINNACLE ASSOCIATES LTD 21210.02%0.03%0.04%Q3 2018Q3 202321
Spears Abacus Advisors LLC 1430.02%0.03%0.03%Q1 2018Q3 202321
Ausdal Financial Partners, Inc. 1810.04%0.39%0.84%Q4 2015Q3 202321
Karp Capital Management Corp 21210.01%0.33%0.55%Q4 2014Q4 201921
PEOPLES FINANCIAL SERVICES CORP. 21210.20%0.49%0.82%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.37%0.54%0.84%Q1 2015Q2 202021
Pinnacle Wealth Management Advisory Group, LLC 21210.15%0.36%0.64%Q3 2018Q3 202321
SPINNAKER TRUST 21210.03%0.04%0.05%Q3 2018Q3 202321
CENTRAL TRUST Co 1210.00%0.00%0.01%Q2 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.08%0.10%0.18%Q3 2018Q3 202321
Parkside Advisors LLC 21210.10%0.13%0.19%Q4 2018Q4 202321
Belpointe Asset Management LLC 1820.02%0.03%0.04%Q3 2018Q3 202320
Roble, Belko & Company, Inc 20200.10%0.34%0.72%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
Accredited Investors Inc. 20200.16%0.30%0.43%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
American Portfolios Advisors 20200.04%0.11%0.18%Q4 2017Q3 202220
PRUDENTIAL FINANCIAL INC 20200.00%0.00%0.01%Q4 2018Q3 202320
RIVERBRIDGE PARTNERS LLC 1120.01%0.06%0.17%Q4 2016Q3 202320
TOCQUEVILLE ASSET MANAGEMENT L.P. 20200.01%0.02%0.04%Q4 2018Q3 202320
Leonard Rickey Investment Advisors P.L.L.C. 20200.23%0.55%1.15%Q4 2018Q3 202320
PFG Advisors 950.04%0.12%0.38%Q4 2017Q3 202320
DFPG INVESTMENTS, LLC 20200.10%0.60%1.36%Q4 2018Q3 202320
WEDBUSH SECURITIES INC 20200.02%0.04%0.08%Q4 2018Q3 202320
F3Logic, LLC 20200.01%0.15%0.83%Q1 2018Q4 202220
Archer Investment Corp 20200.00%0.01%0.03%Q4 2018Q3 202320
OXFORD FINANCIAL GROUP, LTD. LLC 20200.45%0.86%1.50%Q4 2018Q3 202320
Wealthfront Advisers LLC 20201.88%2.42%3.12%Q4 2018Q3 202320
EP Wealth Advisors, LLC 1640.03%0.16%0.42%Q3 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.02%0.03%0.06%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Horan Securities, Inc. 710.01%0.01%0.03%Q1 2017Q2 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20202.76%3.93%4.59%Q2 2016Q1 202120
Capital Investment Advisors, LLC 810.01%0.01%0.03%Q4 2013Q4 202320
PARK NATIONAL CORP /OH/ 1520.01%0.03%0.04%Q2 2017Q4 202320
RESTON WEALTH MANAGEMENT LLC 20200.32%1.52%7.12%Q4 2018Q3 202320
EVERMAY WEALTH MANAGEMENT LLC 20200.07%0.12%0.19%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 920.00%0.00%0.01%Q4 2016Q3 202320
Security National Bank 20201.00%1.42%2.07%Q4 2018Q3 202320
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.05%0.12%0.22%Q4 2018Q3 202320
First National Bank of South Miami 19192.84%4.06%5.12%Q4 2018Q2 202319
TSFG, LLC 19190.03%0.04%0.06%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.17%0.24%0.31%Q1 2019Q3 202319
Windham Capital Management, LLC 19190.05%0.09%0.14%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.03%0.08%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.02%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AdvisorNet Financial, Inc 1210.00%0.01%0.01%Q4 2017Q2 202319
WEALTHFRONT Corp 19190.50%1.73%2.96%Q1 2014Q3 201819
SII INVESTMENTS INC/WI 19190.08%0.19%0.38%Q2 2013Q4 201719
TimeScale Financial, Inc. 19190.04%0.13%0.58%Q4 2018Q2 202319
IFC Holdings Incorporated/FL 19190.11%0.15%0.24%Q2 2013Q4 201719
UMB Bank, n.a. 19190.02%0.02%0.03%Q1 2019Q3 202319
Aveo Capital Partners, LLC 1110.07%0.12%0.17%Q3 2018Q3 202319
MorganRosel Wealth Management, LLC 19190.09%0.32%0.46%Q4 2018Q2 202319
SALEM INVESTMENT COUNSELORS INC 1810.00%0.00%0.00%Q1 2017Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.04%0.06%Q1 2019Q3 202319
Private Capital Group, LLC 19190.02%0.19%0.34%Q4 2017Q2 202219
MPS Loria Financial Planners, LLC 1410.08%0.12%0.21%Q2 2017Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.06%0.19%Q1 2019Q3 202319
BRINKER CAPITAL INC 19190.05%0.14%0.30%Q4 2015Q2 202019
TIAA, FSB 1180.00%0.01%0.01%Q2 2017Q2 202319
BOYS ARNOLD & CO INC 1620.04%0.06%0.10%Q3 2015Q1 202018
Ruggie Capital Group 1310.47%1.23%2.27%Q4 2014Q3 201918
ARGI Investment Services, LLC 18180.08%0.22%0.29%Q3 2018Q4 202218
Western Wealth Management, LLC 850.03%0.10%0.32%Q4 2018Q3 202318
Wilshire Advisors LLC 18183.44%4.59%7.43%Q4 2015Q1 202018
Strategic Investment Advisors / MI 18180.10%0.85%1.95%Q2 2019Q3 202318
MUFG Americas Holdings Corp 18180.00%0.00%0.00%Q2 2018Q3 202218
NATIONAL PLANNING CORP 18180.15%0.36%0.83%Q2 2013Q3 201718
Spearhead Capital Advisors, LLC 1440.06%0.18%0.35%Q4 2017Q2 202218
Canton Hathaway, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
Alexandria Capital, LLC 18180.01%0.02%0.03%Q2 2013Q3 201718
Brinker Capital Investments, LLC 1010.00%0.08%0.41%Q3 2015Q4 202218
MILLENNIUM MANAGEMENT LLC 310.00%0.01%0.06%Q4 2014Q2 202218
Commonwealth Equity Services, Inc 18180.04%0.05%0.06%Q2 2013Q3 201718
Koshinski Asset Management, Inc. 1710.05%0.08%0.20%Q3 2018Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.02%0.08%Q2 2019Q3 202318
QCI ASSET MANAGEMENT INC/NY 18180.00%0.02%0.02%Q2 2017Q3 202118
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1440.18%0.36%0.49%Q2 2013Q3 202318
Wealthspire Advisors, LLC 18180.02%1.28%2.15%Q2 2019Q3 202318
Stratos Investment Management, LLC 18180.74%1.27%1.86%Q1 2019Q2 202318
Allworth Financial LP 18180.00%0.01%0.04%Q2 2019Q3 202318
BB&T SECURITIES, LLC 1610.00%0.04%0.05%Q2 2015Q3 201917
Merriman Wealth Management, LLC 820.01%2.38%9.22%Q1 2014Q3 202317
M&R CAPITAL MANAGEMENT INC 17170.00%0.03%0.08%Q4 2019Q4 202317
Beacon Harbor Wealth Advisors, Inc. 1340.12%5.26%9.92%Q2 2019Q3 202317
CNB Bank 1070.00%0.01%0.02%Q4 2017Q3 202317
JMG Financial Group, Ltd. 1430.02%0.03%0.05%Q2 2016Q4 202117
Personal Capital Advisors Corp 17170.01%0.09%0.93%Q4 2018Q4 202217
NorthRock Partners, LLC 17170.11%0.31%0.67%Q3 2019Q3 202317
Brio Consultants, LLC 1430.04%1.92%2.68%Q4 2018Q2 202317
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1020.01%0.03%0.05%Q1 2017Q3 202317
THOMPSON SIEGEL & WALMSLEY LLC 1210.00%0.01%0.08%Q1 2017Q3 202317
Keystone Financial Group 1120.05%0.06%0.08%Q1 2019Q3 202317
Cerity Partners LLC 980.01%0.13%0.31%Q3 2017Q3 202317
Bull Street Advisors, LLC 17170.45%0.61%0.90%Q3 2019Q3 202317
LINCOLN NATIONAL CORP 1610.01%0.02%0.06%Q2 2014Q3 202317
WealthShield Partners, LLC 1220.00%0.02%0.06%Q4 2017Q3 202317
Cascade Investment Advisors, Inc. 1610.02%0.02%0.02%Q3 2018Q1 202317
GW&K Investment Management, LLC 1150.00%0.00%0.01%Q3 2019Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 1310.00%0.00%0.01%Q2 2017Q3 202316
MASSMUTUAL TRUST CO FSB/ADV 970.00%0.00%0.00%Q1 2017Q1 202316
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
REILLY FINANCIAL ADVISORS, LLC 16160.00%0.00%0.00%Q1 2018Q4 202116
Sugarloaf Wealth Management, LLC 16160.04%0.12%0.50%Q4 2019Q3 202316
Firestone Capital Management 16165.28%6.44%7.73%Q4 2019Q3 202316
iAB Financial Bank 16160.18%0.31%0.40%Q3 2013Q2 201716
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.02%0.09%0.79%Q4 2014Q3 201816
First National Bank of Mount Dora, Trust Investment Services 16160.09%0.11%0.14%Q1 2020Q4 202316
Sheaff Brock Investment Advisors, LLC 810.02%0.03%0.15%Q4 2015Q1 202216
Procyon Advisors, LLC 16160.16%0.87%1.68%Q4 2019Q3 202316
Balentine LLC 16160.07%0.09%0.12%Q4 2019Q3 202316
Simplicity Solutions, LLC 410.00%0.03%0.10%Q1 2017Q3 202316
Stokes Family Office, LLC 16160.10%0.14%0.20%Q4 2019Q3 202316
Gleason Group, Inc. 16168.06%11.23%12.76%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.08%0.45%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.29%0.62%1.38%Q4 2019Q3 202316
Landmark Financial Advisors, LLC 16160.34%1.58%2.37%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.01%0.01%0.02%Q2 2013Q1 201716
Renaissance Technologies 710.00%0.00%0.01%Q1 2018Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.20%0.30%0.76%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.54%0.99%2.41%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.03%0.09%0.23%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16162.85%3.03%3.37%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.08%0.18%Q4 2019Q3 202316
Cetera Investment Advisers 16160.02%0.10%0.19%Q4 2019Q3 202316
LPWM LLC 16160.21%0.28%0.36%Q4 2019Q3 202316
EPIQ Capital Group, LLC 16160.04%0.10%0.18%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
S.A. Mason LLC 16160.09%0.12%0.15%Q4 2019Q3 202316
EARNEST PARTNERS LLC 16160.00%0.02%0.04%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16162.05%3.49%10.41%Q4 2019Q3 202316
Perigon Wealth Management, LLC 1210.01%0.03%0.08%Q3 2011Q3 202316
Adero Partners, LLC 16160.06%0.23%0.61%Q4 2019Q3 202316
MSI Financial Services Inc 15150.02%0.03%0.06%Q2 2013Q4 201615
Global Trust Asset Management, LLC 1410.01%0.19%0.72%Q4 2019Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.06%0.10%0.14%Q2 2019Q4 202215
HOWARD WEALTH MANAGEMENT, LLC 1050.68%0.85%1.13%Q4 2019Q3 202315
Perennial Advisors, LLC 910.02%0.05%0.16%Q4 2016Q3 202315
HOWARD FINANCIAL SERVICES, LTD. 1410.07%0.16%0.27%Q4 2019Q3 202315
Cardan Capital Partners, LLC 15150.04%0.05%0.05%Q1 2018Q3 202115
Manchester Capital Management LLC 15150.00%0.04%0.14%Q1 2020Q3 202315
HBW ADVISORY SERVICES LLC 1410.23%0.46%0.67%Q4 2019Q3 202315
RDA Financial Network 15150.75%1.00%1.24%Q1 2019Q3 202215
ARQ WEALTH ADVISORS, LLC 15150.71%1.39%1.58%Q1 2020Q3 202315
Curbstone Financial Management Corp 1410.11%0.32%0.51%Q4 2019Q4 202315
Boston Trust Walden Corp 510.00%0.02%0.10%Q4 2018Q3 202315
QUADRANT CAPITAL GROUP LLC 15150.06%0.13%0.23%Q1 2020Q3 202315
FIDUCIARY TRUST CO 1010.01%0.01%0.01%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.21%0.35%0.53%Q1 2020Q3 202315
CWS Financial Advisors, LLC 870.21%7.43%16.22%Q4 2019Q3 202315
Wagner Wealth Management, LLC 1140.01%0.15%0.60%Q4 2017Q3 202315
Wealth Alliance 1410.06%0.53%1.22%Q4 2019Q3 202315
Castle Rock Wealth Management, LLC 1210.10%0.17%0.30%Q3 2019Q3 202315
ROWLAND CARMICHAEL ADVISORS INC /ADV 1410.01%0.01%0.02%Q1 2016Q4 202015
Beacon Pointe Advisors, LLC 15150.17%0.65%1.42%Q1 2020Q3 202315
SigFig Wealth Management, LLC 15150.04%6.88%12.20%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 15150.01%0.03%0.13%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.01%0.02%Q3 2017Q1 202115
Petix & Botte Co 1230.21%0.51%0.81%Q4 2019Q3 202315
Advisor Group, Inc. 15150.21%0.50%0.65%Q2 2016Q4 201915
MONETA GROUP INVESTMENT ADVISORS LLC 1010.00%0.06%0.13%Q3 2015Q3 202314
SG Americas Securities, LLC 920.00%0.04%0.11%Q2 2014Q2 201814
Truepoint, Inc. 1220.01%0.02%0.02%Q3 2019Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
CVA Family Office, LLC 14140.02%0.04%0.08%Q1 2020Q2 202314
Evanson Asset Management, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Chesley Taft & Associates LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
Grant Street Asset Management, Inc. 14140.29%0.40%0.54%Q2 2020Q3 202314
First PREMIER Bank 14140.01%0.01%0.02%Q2 2020Q3 202314
Intellectus Partners, LLC 630.01%0.07%0.21%Q2 2017Q2 202314
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.04%0.04%0.06%Q2 2020Q3 202314
Centerpoint Advisors, LLC 14140.50%1.25%1.96%Q2 2020Q3 202314
Pure Financial Advisors, LLC 14140.04%0.07%0.13%Q3 2020Q4 202314
Clarius Group, LLC 14140.13%0.20%0.28%Q2 2020Q3 202314
ALLIANCEBERNSTEIN L.P. 14140.00%0.01%0.02%Q2 2020Q3 202314
LOEB PARTNERS CORP 14140.07%0.43%0.56%Q3 2014Q4 201714
AMG National Trust Bank 14140.01%0.01%0.04%Q2 2020Q3 202314
COMMERCE BANK 1210.00%0.00%0.01%Q2 2017Q3 202314
Segment Wealth Management, LLC 14141.11%1.42%1.68%Q2 2020Q3 202314
Global Strategic Investment Solutions, LLC 14140.05%0.17%0.28%Q2 2020Q3 202314
LONDON CO OF VIRGINIA 810.00%0.01%0.03%Q3 2016Q3 202314
Litman Gregory Wealth Management LLC 1310.02%0.04%0.06%Q2 2018Q4 202114
Montecito Bank & Trust 1210.05%0.16%0.30%Q4 2016Q4 202314
Arkadios Wealth Advisors 14140.00%0.08%0.13%Q2 2020Q3 202314
Savant Capital, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
ARS Investment Partners, LLC 14140.05%0.06%0.10%Q2 2020Q3 202314
OneDigital Investment Advisors LLC 630.00%0.01%0.05%Q1 2018Q3 202314
Stokes & Hubbell Capital Management, LLC 14140.15%0.20%0.28%Q4 2015Q1 201914
Caprock Group, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Disciplined Investments, LLC 1310.00%0.01%0.04%Q4 2019Q2 202314
Sunflower Bank, N.A. 14140.21%2.67%5.38%Q2 2020Q3 202314
Wealth Advisory Solutions, LLC 860.00%0.81%1.29%Q4 2019Q2 202314
Southern Wealth Management, LLP 14140.22%1.70%2.84%Q4 2019Q1 202314
Joel Isaacson & Co., LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Pensionmark Financial Group, LLC 850.05%0.09%0.16%Q4 2018Q1 202213
USAdvisors Wealth Management, LLC 1110.19%1.73%3.95%Q4 2018Q3 202313
Kestra Advisory Services, LLC 13130.08%0.12%0.16%Q3 2020Q3 202313
Hills Bank & Trust Co 13130.02%0.03%0.03%Q3 2020Q3 202313
JOHNSON INVESTMENT COUNSEL INC 1120.00%0.01%0.01%Q3 2013Q3 202213
BRIGHTON JONES LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
AMERICAN FINANCIAL GROUP INC 13130.03%0.04%0.06%Q3 2014Q3 201713
Laurel Wealth Advisors, Inc. 13130.05%0.09%0.11%Q4 2016Q4 201913
First Ascent Asset Management, LLC 13132.13%2.84%3.53%Q3 2020Q3 202313
New England Investment & Retirement Group, Inc. 1210.00%0.60%0.78%Q1 2015Q1 202013
Selective Wealth Management, Inc. 730.01%0.10%0.28%Q2 2020Q4 202313
Horizon Kinetics 810.00%0.09%0.31%Q2 2013Q4 201813
WFG Advisors, LP 1110.00%0.01%0.02%Q2 2013Q2 201713
Guidant Wealth Advisors 13132.19%3.92%6.57%Q3 2016Q3 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.24%0.52%Q3 2020Q3 202313
Affiance Financial, LLC 13130.06%0.07%0.09%Q4 2019Q4 202213
FRANKLIN RESOURCES INC 850.00%0.00%0.00%Q2 2020Q3 202313
AdvicePeriod, LLC 13130.05%1.05%2.30%Q2 2018Q2 202113
SRS Capital Advisors, Inc. 1030.00%0.00%0.01%Q2 2020Q3 202313
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.00%Q4 2016Q4 202113
FIRST NATIONAL TRUST CO 13130.02%0.02%0.03%Q4 2016Q4 201913
FIRST NATIONAL BANK SIOUX FALLS 13130.38%0.72%1.11%Q1 2020Q1 202313
PRIO WEALTH LIMITED PARTNERSHIP 13130.01%0.03%0.04%Q3 2020Q3 202313
Neuberger Berman Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FAS Wealth Partners, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Barber Financial Group, Inc. 810.05%0.47%4.86%Q4 2016Q1 202213
CGN Advisors LLC 13130.06%0.13%0.26%Q4 2020Q4 202313
J.W. COLE ADVISORS, INC. 810.04%0.52%0.83%Q4 2019Q3 202313
Bath Savings Trust Co 12120.05%0.06%0.07%Q4 2020Q3 202312
Wealthspire Advisors, L.P. 12120.42%0.94%1.62%Q4 2017Q3 202012
Newton One Investments LLC 12120.25%0.34%0.47%Q4 2020Q3 202312
Key FInancial Inc 1110.00%0.01%0.01%Q1 2020Q2 202312
Capital Analysts, LLC 1020.00%0.00%0.00%Q2 2020Q2 202312
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 12123.48%4.46%5.81%Q4 2017Q3 202012
Capital Asset Advisory Services LLC 12120.01%0.17%0.43%Q4 2019Q3 202212
Madrona Financial Services, LLC 12120.56%4.03%6.24%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.12%0.62%1.37%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.12%1.21%3.81%Q4 2020Q3 202312
Corundum Group, Inc. 12120.54%1.05%1.59%Q3 2020Q2 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12121.06%3.58%8.84%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.06%0.08%Q4 2018Q3 202112
First City Capital Management, Inc. 12120.14%0.36%0.43%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12121.21%1.55%1.94%Q4 2020Q3 202312
Chevy Chase Trust Holdings, LLC 910.00%0.00%0.00%Q2 2017Q3 202312
Hefren-Tillotson, Inc. 12120.00%0.02%0.06%Q3 2015Q2 201812
Certified Advisory Corp 840.00%0.04%0.11%Q4 2017Q4 202112
WESTPORT RESOURCES MANAGEMENT INC 12120.07%0.22%0.56%Q4 2013Q3 201612
Southland Equity Partners LLC 12120.66%0.87%1.13%Q4 2020Q3 202312
Safir Wealth Advisors, LLC 12122.52%2.82%3.24%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.23%0.38%0.52%Q4 2020Q3 202312
Goodman Financial Corp 12120.07%0.13%0.20%Q4 2020Q3 202312
PagnatoKarp Partners LLC 840.10%0.32%1.91%Q4 2016Q4 201912
Capital Planning LLC 12120.24%0.40%0.54%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.15%0.23%0.36%Q4 2020Q3 202312
Zhang Financial LLC 12120.06%0.13%0.26%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12124.26%4.72%6.30%Q4 2020Q3 202312
Hilltop Holdings Inc. 12120.47%0.75%0.90%Q1 2015Q4 201712
Bluesphere Advisors, LLC 12120.54%0.94%1.19%Q4 2020Q3 202312
BOKF, NA 410.00%0.00%0.01%Q3 2017Q3 202312
Berger Financial Group, Inc 12120.03%0.06%0.12%Q4 2020Q3 202312
Prime Capital Investment Advisors, LLC 310.02%0.04%0.11%Q2 2018Q3 202312
West Financial Advisors, LLC 12122.38%3.02%3.90%Q4 2020Q3 202312
TrinityPoint Wealth, LLC 610.05%0.08%0.16%Q4 2018Q3 202312
Flagship Private Wealth, LLC 12121.59%1.93%2.29%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.53%1.94%4.08%Q4 2020Q3 202312
Syverson Strege & Co 12120.20%0.45%0.75%Q4 2020Q3 202312
Mirador Capital Partners LP 12120.06%0.13%0.29%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 12120.07%0.13%0.28%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.08%0.16%0.25%Q2 2013Q1 201612
KWB Wealth 12120.19%0.30%0.40%Q4 2020Q3 202312
Bogart Wealth, LLC 1110.00%0.01%0.03%Q1 2020Q3 202312
SIGMA INVESTMENT COUNSELORS INC 12120.02%0.02%0.02%Q4 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 121215.11%16.58%19.68%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
Bank of Marin 12120.35%0.74%0.94%Q4 2020Q3 202312
Vigilant Capital Management, LLC 750.00%0.00%0.00%Q2 2013Q1 202212
Destiny Wealth Partners, LLC 12120.20%0.23%0.26%Q4 2020Q3 202312
Robertson Stephens Wealth Management, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Capital Advisors Wealth Management, LLC 11110.10%1.62%4.56%Q1 2021Q3 202311
Lido Advisors, LLC 11110.01%0.06%0.21%Q1 2021Q3 202311
Advisors Capital Management, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.32%0.47%0.77%Q4 2020Q3 202311
FORVIS Wealth Advisors, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Essex Financial Services, Inc. 1010.04%0.07%0.12%Q1 2018Q3 202311
Strategic Family Wealth Counselors, L.L.C. 710.08%0.11%0.20%Q4 2019Q3 202311
LEE DANNER & BASS INC 11110.02%0.03%0.04%Q1 2020Q3 202211
Minot Wealth Management LLC 11110.10%0.13%0.16%Q4 2019Q2 202211
SevenOneSeven Capital Management 11110.02%0.14%1.08%Q1 2021Q3 202311
Community Bank, N.A. 11110.00%0.00%0.01%Q2 2020Q4 202211
CITY HOLDING CO 11110.00%0.01%0.01%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.06%0.10%0.14%Q4 2020Q2 202311
Piscataqua Savings Bank 11110.02%0.03%0.04%Q1 2021Q3 202311
Rodgers & Associates, LTD 11110.03%0.04%0.06%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
SeaCrest Wealth Management, LLC 610.02%0.03%0.06%Q4 2017Q3 202311
WestEnd Advisors, LLC 11110.01%0.03%0.12%Q2 2013Q4 201511
HHM Wealth Advisors, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Concert Wealth Management Inc. 610.00%0.08%0.14%Q2 2013Q3 201611
OAK RIDGE INVESTMENTS LLC 510.02%0.13%0.44%Q1 2017Q3 202011
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.02%0.03%0.04%Q2 2019Q4 202111
Advisor OS, LLC 610.18%2.16%13.15%Q3 2020Q3 202311
Transamerica Financial Advisors, Inc. 1010.00%0.00%0.00%Q2 2013Q1 201611
Sage Mountain Advisors LLC 11110.03%0.06%0.10%Q1 2021Q3 202311
Applied Capital LLC 11116.07%7.71%9.82%Q1 2021Q3 202311
Spire Wealth Management 11110.04%0.05%0.05%Q1 2021Q3 202311
VAUGHAN DAVID INVESTMENTS LLC/IL 920.01%0.01%0.02%Q1 2015Q4 201811
Kingfisher Capital LLC 11110.06%0.31%0.44%Q1 2021Q3 202311
Apexium Financial, LP 11110.16%0.77%1.60%Q1 2021Q3 202311
Arete Wealth Advisors, LLC 11110.00%0.15%0.24%Q1 2021Q3 202311
Lokken Investment Group LLC 610.14%0.24%0.33%Q1 2012Q3 202310
Biltmore Family Office, LLC 10100.04%0.05%0.08%Q2 2021Q3 202310
SMI Advisory Services, LLC 911.71%2.08%2.41%Q1 2021Q3 202310
Clear Perspective Advisors, LLC 730.01%0.33%1.12%Q3 2017Q4 202110
BAKER BOYER NATIONAL BANK 810.12%0.23%1.02%Q1 2018Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.02%0.03%0.04%Q2 2021Q3 202310
Financial Architects, Inc 10100.00%0.00%0.01%Q1 2016Q2 201810
HARBOUR INVESTMENTS, INC. 640.01%0.14%0.43%Q1 2021Q3 202310
B. Riley Wealth Management, Inc. 610.02%0.05%0.10%Q3 2018Q1 202210
Advisory Alpha, LLC 310.00%0.01%0.03%Q1 2019Q3 202310
Faithward Advisors, LLC 520.00%0.20%0.73%Q3 2019Q2 202310
Crestone Asset Management LLC 730.05%0.07%0.09%Q3 2020Q3 202310
Clear Perspectives Financial Planning, LLC 10100.08%0.83%1.84%Q4 2020Q1 202310
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 640.01%0.01%0.01%Q4 2020Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.27%0.40%0.68%Q3 2016Q1 202010
Teamwork Financial Advisors, LLC 10100.04%0.05%0.07%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.15%0.32%Q4 2020Q3 202310
Aureus Asset Management, LLC 10100.06%0.07%0.08%Q3 2013Q4 201510
INVESTMENT CENTERS OF AMERICA INC 410.04%0.07%0.16%Q3 2013Q3 201710
DAVENPORT & Co LLC 910.01%0.01%0.01%Q4 2013Q2 201610
Ameritas Investment Company, LLC 10100.31%0.59%1.05%Q2 2019Q3 202110
Versant Capital Management, Inc 10100.01%0.02%0.03%Q3 2021Q4 202310
TCI Wealth Advisors, Inc. 610.00%0.01%0.01%Q3 2016Q2 202210
SOA Wealth Advisors, LLC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.01%0.02%Q4 2020Q1 202310
LEVEL FOUR ADVISORY SERVICES, LLC 710.01%0.09%0.20%Q3 2017Q1 202210
Connolly Sarah T. 640.26%0.34%0.46%Q4 2020Q3 202310
CAHILL FINANCIAL ADVISORS INC 820.12%0.30%0.46%Q4 2016Q1 202110
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.01%Q2 2021Q3 202310
Plancorp, LLC 10100.06%0.12%0.24%Q2 2021Q3 202310
Austin Private Wealth, LLC 10100.05%0.09%0.18%Q2 2021Q3 202310
FDx Advisors, Inc. 720.06%0.64%1.31%Q1 2017Q2 20199
BNP PARIBAS FINANCIAL MARKETS 810.00%0.01%0.03%Q4 2020Q3 20239
CAMBRIDGE TRUST CO 540.00%0.01%0.03%Q4 2017Q2 20239
Asio Capital, LLC 990.03%1.18%2.15%Q3 2021Q3 20239
Sandbox Financial Partners, LLC 990.16%0.21%0.32%Q3 2021Q3 20239
Asset Dedication, LLC 510.00%0.01%0.03%Q4 2015Q3 20239
Good Life Advisors, LLC 630.05%0.14%0.36%Q4 2016Q1 20229
CITIZENS FINANCIAL GROUP INC/RI 410.00%0.01%0.03%Q2 2016Q3 20239
Boston Partners 510.00%0.00%0.01%Q4 2017Q4 20229
Apella Capital, LLC 810.02%0.06%0.14%Q1 2020Q3 20229
Livingston Group Asset Management CO (operating as Southport Capital Management) 710.00%0.52%1.31%Q2 2016Q1 20229
Secure Asset Management, LLC 720.21%0.32%0.46%Q4 2019Q3 20239
SEI INVESTMENTS CO 630.00%0.00%0.00%Q1 2016Q2 20189
World Asset Management Inc 310.01%0.05%0.14%Q2 2017Q1 20219
MEEDER ASSET MANAGEMENT INC 810.00%0.01%0.03%Q1 2020Q3 20229
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.00%0.01%0.02%Q1 2021Q3 20239
Veritable, L.P. 990.01%0.01%0.02%Q2 2021Q2 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
TFC Financial Management, Inc. 990.41%0.48%0.60%Q3 2021Q3 20239
FineMark National Bank & Trust 810.01%0.02%0.03%Q2 2021Q3 20239
Mariner, LLC 990.13%0.24%0.35%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.02%0.02%0.04%Q2 2021Q3 20239
AEGON USA Investment Management, LLC 992.01%2.54%3.46%Q2 2013Q2 20159
Rikoon Group, LLC 990.08%0.09%0.11%Q1 2019Q1 20219
Cresset Asset Management, LLC 720.00%0.00%0.01%Q4 2018Q3 20239
Lehman & Derafelo Financial Resources LLC 720.01%0.01%0.01%Q1 2020Q3 20229
Betterment LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Tower View Wealth Management LLC 990.04%0.04%0.04%Q4 2017Q4 20199
MISSION WEALTH MANAGEMENT, LP 630.05%0.06%0.10%Q2 2015Q3 20179
Laurel Wealth Advisors LLC 990.03%0.05%0.06%Q3 2021Q3 20239
Inscription Capital, LLC 990.09%0.15%0.20%Q3 2021Q3 20239
Winthrop Advisory Group LLC 991.07%1.25%1.86%Q3 2021Q3 20239
Beacon Financial Advisory LLC 810.16%0.22%0.26%Q1 2021Q3 20239
Pinion Investment Advisors, LLC 310.18%0.35%0.47%Q1 2018Q4 20219
Pinnacle Summer Investments, Inc. 990.01%0.02%0.02%Q4 2013Q4 20159
PEAPACK GLADSTONE FINANCIAL CORP 720.00%0.01%0.01%Q4 2020Q1 20239
Vanguard Personalized Indexing Management, LLC 990.06%0.18%0.44%Q4 2020Q4 20229
Beacon Capital Management, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.09%0.17%Q4 2021Q3 20238
Paracle Advisors, LLC 440.03%0.06%0.08%Q4 2018Q4 20208
Graves Light Lenhart Wealth, Inc. 880.01%0.27%0.95%Q4 2020Q3 20228
Stephens Consulting, LLC 880.28%0.48%0.74%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.14%0.16%0.18%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.03%0.06%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.07%0.14%0.26%Q4 2021Q3 20238
BCR Wealth Strategies, LLC 880.55%0.66%0.88%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Intelligent Financial Strategies 880.18%0.35%0.65%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.01%0.04%0.13%Q3 2020Q3 20238
WEST CHESTER CAPITAL ADVISORS, INC 530.26%1.68%2.91%Q2 2013Q2 20158
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
Atlantic Private Wealth, LLC 884.25%4.89%5.52%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Whitegate Investment Counselors, Inc. 410.04%0.08%0.23%Q1 2014Q2 20188
Crescent Grove Advisors, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Miracle Mile Advisors, LLC 880.08%0.17%0.36%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 883.34%3.69%4.01%Q4 2018Q3 20208
Lee Financial Co 880.04%0.05%0.08%Q4 2016Q3 20188
Asset Planning Services, Ltd. 710.00%0.00%0.00%Q2 2017Q2 20198
Lenox Wealth Advisors, LLC 610.00%0.01%0.01%Q3 2017Q1 20228
Sensible Financial Planning & Management, LLC. 620.03%0.09%0.16%Q3 2014Q3 20168
RFG HOLDINGS, INC. 880.30%4.67%7.11%Q4 2020Q3 20228
MAYPORT, LLC 887.91%8.27%8.77%Q4 2021Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 710.00%0.00%0.00%Q4 2014Q1 20228
Ascent Group, LLC 880.10%0.15%0.23%Q4 2021Q3 20238
IFG Advisory, LLC 440.03%0.31%0.58%Q1 2019Q3 20238
Echo45 Advisors LLC 880.76%2.00%3.01%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.27%0.42%0.60%Q4 2021Q3 20238
Meridian Wealth Management, LLC 880.04%0.07%0.21%Q4 2021Q3 20238
Summit Wealth Group, LLC 510.80%3.20%4.78%Q4 2019Q2 20238
Retirement Planning Co of New England, Inc. 880.18%0.21%0.23%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.33%0.65%1.54%Q4 2021Q3 20238
Family CFO Inc 881.46%1.60%1.74%Q4 2021Q3 20238
Independent Advisor Alliance 610.08%0.30%0.68%Q1 2017Q3 20238
City State Bank 880.01%0.02%0.03%Q4 2021Q3 20238
KENNICOTT CAPITAL MANAGEMENT LLC 880.16%0.20%0.25%Q1 2021Q4 20228
WARNER FINANCIAL, INC 881.03%1.24%1.55%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 881.00%1.81%2.43%Q4 2021Q3 20238
Signature Wealth Management Group 440.12%0.15%0.17%Q4 2017Q4 20198
Visionary Wealth Advisors 880.03%0.05%0.06%Q2 2020Q1 20228
Burleson & Company, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
SP Asset Management 880.03%0.07%0.12%Q4 2020Q3 20228
Cornerstone Advisory, LLC 880.10%0.18%0.25%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Eudaimonia Partners, LLC 880.02%0.25%0.69%Q4 2019Q3 20218
Fisher Asset Management, LLC 410.00%0.00%0.00%Q2 2019Q3 20238
Sweet Financial Partners, LLC 880.10%0.13%0.22%Q4 2021Q3 20238
Threshold Group LLC 882.18%4.63%6.13%Q4 2015Q3 20178
V Wealth Advisors LLC 410.00%0.10%0.14%Q2 2017Q4 20218
BDO Wealth Advisors, LLC 880.01%0.01%0.01%Q1 2021Q4 20228
Qube Research & Technologies Ltd 530.00%0.02%0.11%Q2 2021Q3 20238
ATLANTA CAPITAL MANAGEMENT CO L L C 610.00%0.01%0.02%Q3 2016Q4 20218
Wedmont Private Capital 880.10%0.14%0.20%Q4 2021Q3 20238
Stratos Wealth Advisors, LLC 510.02%0.04%0.08%Q2 2019Q1 20228
Divergent Wealth Advisors 880.08%0.09%0.09%Q4 2018Q3 20208
CFO4Life Group, LLC 880.05%1.92%3.22%Q1 2021Q4 20228
TOTH FINANCIAL ADVISORY CORP 880.00%0.00%0.00%Q1 2021Q4 20228
NVWM, LLC 880.01%0.01%0.01%Q1 2018Q4 20198
NORWOOD FINANCIAL CORP 880.03%0.05%0.05%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Objective Capital Management, LLC 880.47%0.56%0.63%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.83%0.99%1.13%Q4 2021Q3 20238
BADGLEY PHELPS & BELL INC 440.01%0.01%0.01%Q1 2019Q2 20218
Advance Capital Management, Inc. 880.08%0.14%0.27%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.16%0.30%0.42%Q4 2021Q3 20238
ASPIRIANT, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
ATHERTON LANE ADVISERS, LLC 770.02%0.02%0.02%Q2 2014Q4 20157
MONTAG A & ASSOCIATES INC 770.00%0.00%0.00%Q1 2021Q3 20227
MTM Investment Management, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
SlateStone Wealth, LLC 770.06%0.46%0.80%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2017Q3 20227
MCDONALD PARTNERS LLC 770.00%0.12%0.17%Q4 2020Q2 20227
Eagle Strategies LLC 770.06%0.26%1.27%Q4 2021Q2 20237
Johnson Financial Group, Inc. 770.00%0.01%0.02%Q4 2017Q2 20197
Placemark Investments, Inc. 770.01%0.02%0.07%Q2 2013Q4 20147
CHEMUNG CANAL TRUST CO 770.06%0.07%0.08%Q4 2015Q2 20177
Empirical Finance, LLC 610.21%0.43%0.55%Q4 2016Q1 20227
MKT Advisors LLC 770.18%0.20%0.22%Q1 2022Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Jackson, Grant Investment Advisers, Inc. 430.00%0.00%0.00%Q4 2020Q3 20227
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
CERTUITY, LLC 610.05%0.07%0.12%Q4 2019Q1 20227
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.07%0.10%0.13%Q1 2022Q3 20237
TORONTO DOMINION BANK 520.00%0.01%0.02%Q1 2013Q3 20237
Realta Investment Advisors 320.00%0.01%0.04%Q2 2019Q3 20237
GPS Wealth Strategies Group, LLC 430.00%0.01%0.01%Q1 2021Q3 20237
L. Roy Papp & Associates, LLP 770.07%0.07%0.07%Q1 2022Q3 20237
MATRIX ASSET ADVISORS INC/NY 610.11%0.12%0.14%Q3 2021Q2 20237
TRUE Private Wealth Advisors 510.01%0.01%0.02%Q3 2018Q4 20207
Pacifica Partners Inc. 770.02%0.03%0.04%Q2 2022Q4 20237
Main Street Financial Solutions, LLC 770.03%0.05%0.06%Q4 2020Q2 20227
20/20 Capital Management, Inc. 770.12%0.16%0.20%Q4 2019Q2 20217
WASHINGTON TRUST Co 430.00%0.00%0.00%Q1 2021Q3 20237
MATHER GROUP, LLC. 520.01%0.02%0.08%Q4 2021Q3 20237
FINANCIAL COUNSELORS INC 510.00%0.01%0.01%Q1 2021Q3 20237
UBS AG 660.00%0.06%0.11%Q2 2013Q3 20147
Red Cedar Capital, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
SILVER OAK SECURITIES, INCORPORATED 770.10%0.15%0.25%Q1 2022Q3 20237
Single Point Partners, LLC 310.03%0.72%1.58%Q3 2020Q3 20237
Financial Connections Group, Inc. 770.01%2.16%7.80%Q4 2021Q2 20237
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
Western Pacific Wealth Management, LP 770.02%0.02%0.02%Q1 2022Q3 20237
PrairieView Partners, LLC 520.00%0.00%0.00%Q1 2020Q3 20237
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 520.03%0.06%0.07%Q3 2019Q2 20217
New Perspectives, Inc 770.31%0.53%0.93%Q2 2021Q4 20227
Tidal Investments LLC 770.03%0.07%0.15%Q1 2022Q3 20237
Ranch Capital Advisors Inc. 770.00%0.02%0.02%Q1 2020Q3 20217
Warwick Investment Management, Inc. 430.47%1.52%2.16%Q4 2021Q3 20237
Armbruster Capital Management, Inc. 770.03%0.03%0.03%Q3 2016Q1 20187
TRUST CO OF VERMONT 610.00%0.00%0.00%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
RETIREMENT CAPITAL STRATEGIES 770.31%1.57%2.11%Q2 2018Q4 20197
ASSET MANAGEMENT CORP /IL/ /ADV 520.48%0.70%0.84%Q2 2021Q1 20237
SVB WEALTH LLC 520.00%0.00%0.01%Q4 2021Q3 20237
L.M. KOHN & COMPANY 770.08%0.11%0.15%Q1 2022Q3 20237
US FINANCIAL ADVISORS, LLC 520.05%0.37%0.79%Q2 2015Q1 20217
IFS Advisors, LLC 520.01%0.46%1.69%Q1 2021Q4 20227
ASSOCIATED BANC-CORP 520.01%0.01%0.01%Q3 2021Q3 20237
Wellspring Financial Advisors, LLC 430.05%0.09%0.10%Q2 2020Q1 20227
Trevian Wealth Management LLC 611.64%2.64%3.30%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.07%0.11%0.20%Q1 2021Q4 20227
Manhattan West Asset Management, LLC 770.12%0.19%0.24%Q1 2022Q3 20237
Covington Capital Management 770.00%0.00%0.00%Q1 2021Q3 20227
WESBANCO BANK INC 310.01%0.01%0.02%Q1 2017Q1 20237
SAXON INTERESTS, INC. 770.14%0.15%0.18%Q4 2021Q2 20237
Weaver Consulting Group 770.01%0.02%0.03%Q1 2019Q3 20207
Fortress Wealth Management, Inc. 430.14%0.26%0.43%Q4 2021Q3 20237
Accel Wealth Management 660.00%0.00%0.01%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.02%0.03%0.03%Q2 2022Q3 20236
Standard Family Office LLC 418.79%11.68%14.59%Q4 2020Q3 20226
N.E.W. Advisory Services LLC 661.06%1.11%1.20%Q2 2022Q3 20236
Gemmer Asset Management LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Ziegler Capital Management, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Riggs Asset Managment Co. Inc. 660.01%0.01%0.02%Q1 2018Q2 20196
Rehmann Capital Advisory Group 310.04%0.05%0.07%Q1 2018Q3 20216
Paragon Private Wealth Management, LLC 510.16%0.26%0.33%Q4 2021Q2 20236
REGENTATLANTIC CAPITAL LLC 510.01%0.01%0.01%Q4 2014Q3 20216
Relative Value Partners Group, LLC 660.09%0.09%0.11%Q2 2022Q3 20236
Rainier Group Investment Advisory LLC 420.77%1.52%2.64%Q1 2019Q3 20206
Coston, McIsaac & Partners 660.01%0.02%0.02%Q2 2022Q3 20236
Blue Trust, Inc. 661.37%1.81%2.46%Q2 2022Q3 20236
THOMPSON DAVIS & CO., INC. 330.28%0.32%0.42%Q4 2021Q2 20236
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 660.12%0.20%0.30%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 6614.66%15.38%15.97%Q4 2020Q1 20226
Edge Advisors, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
KWMG, LLC 660.03%0.04%0.04%Q4 2020Q1 20226
Bangor Savings Bank 660.00%0.00%0.01%Q2 2022Q3 20236
Squar Milner Financial Services LLC 420.02%0.03%0.05%Q3 2018Q1 20206
CONNABLE OFFICE INC 210.04%0.09%0.18%Q4 2017Q3 20226
Hoover Financial Advisors, Inc. 510.05%0.06%0.11%Q4 2019Q2 20216
LBMC INVESTMENT ADVISORS, LLC 660.06%0.06%0.07%Q4 2021Q1 20236
CYPRESS FINANCIAL PLANNING LLC 665.04%5.61%6.24%Q2 2022Q3 20236
Bedel Financial Consulting, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
PSI Advisors, LLC 310.00%0.00%0.01%Q4 2019Q1 20236
RITHOLTZ WEALTH MANAGEMENT 510.04%0.05%0.07%Q2 2018Q4 20196
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Beaumont Financial Partners, LLC 510.02%0.38%0.81%Q4 2020Q3 20226
Ameritas Investment Partners, Inc. 660.00%0.00%0.00%Q4 2014Q1 20166
Integrated Wealth Management 420.01%0.01%0.01%Q1 2015Q3 20166
Private Ocean, LLC 660.00%0.02%0.08%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.02%0.02%0.04%Q2 2022Q3 20236
CCG WEALTH MANAGEMENT, LLC 660.32%0.35%0.40%Q4 2018Q1 20206
Avior Wealth Management, LLC 510.00%0.00%0.00%Q2 2021Q1 20236
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 660.15%0.25%0.31%Q2 2022Q3 20236
Next Level Private LLC 220.20%0.25%0.32%Q4 2021Q3 20236
IAG Wealth Partners, LLC 410.00%0.00%0.00%Q3 2021Q3 20236
Karn, Couzens & Associates, Inc. 660.87%5.24%7.70%Q4 2020Q1 20226
Annapolis Financial Services, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 660.30%0.37%0.46%Q2 2022Q3 20236
McKinley Carter Wealth Services, Inc. 660.02%0.02%0.03%Q4 2020Q1 20226
Argentus Capital Management, LLC 550.01%0.07%0.15%Q3 2015Q3 20165
DGS Capital Management, LLC 550.16%0.19%0.22%Q1 2022Q1 20235
Dynamic Advisor Solutions LLC 410.03%0.03%0.05%Q1 2021Q3 20235
Vident Investment Advisory, LLC 320.01%0.04%0.09%Q1 2022Q2 20235
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.04%Q4 2021Q3 20235
ATLAS CAPITAL ADVISORS LLC 550.01%0.01%0.02%Q2 2019Q2 20205
WealthOne, LLC 410.09%0.12%0.15%Q4 2018Q3 20215
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.00%0.11%0.14%Q2 2020Q3 20235
DUBUQUE BANK & TRUST CO 550.08%0.08%0.09%Q3 2022Q3 20235
American Trust 410.04%0.05%0.06%Q1 2022Q2 20235
Column Capital Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Sage Capital Advisors,llc 550.17%0.18%0.20%Q3 2022Q3 20235
Bryant Woods Investment Advisors, LLC 550.20%0.22%0.25%Q3 2022Q3 20235
RONALD BLUE & CO LLC 550.07%0.11%0.13%Q2 2016Q2 20175
Allspring Global Investments Holdings, LLC 210.00%0.00%0.00%Q4 2021Q3 20235
BARRETT & COMPANY, INC. 550.03%0.03%0.03%Q3 2022Q3 20235
Global Financial Private Capital, Inc 550.11%0.12%0.13%Q2 2019Q2 20205
MOSELEY INVESTMENT MANAGEMENT INC 550.39%0.43%0.46%Q1 2021Q1 20225
Bridgewater Advisors Inc. 550.04%0.07%0.10%Q2 2021Q2 20225
Compass Financial Group, INC/SD 551.81%1.94%2.13%Q4 2022Q4 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.01%0.02%Q4 2013Q4 20145
Laird Norton Wetherby Wealth Management, LLC 320.01%0.02%0.02%Q3 2017Q3 20215
Fiduciary Planning LLC 550.32%0.63%0.87%Q3 2020Q3 20215
Element Wealth, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Horan Capital Advisors, LLC. 210.00%0.00%0.02%Q3 2017Q3 20205
SAX WEALTH ADVISORS, LLC 550.05%0.06%0.08%Q1 2021Q1 20225
StoneX Group Inc. 550.05%0.36%0.49%Q4 2020Q4 20215
MANAGED ACCOUNT ADVISORS LLC 550.02%0.02%0.02%Q2 2014Q2 20155
CABANA LLC 210.00%7.44%11.82%Q4 2019Q2 20235
Aberdeen Wealth Management LLC 550.04%0.04%0.04%Q1 2022Q1 20235
Tanager Wealth Management LLP 410.06%0.08%0.15%Q4 2021Q3 20235
Hutchens & Kramer Investment Management Group, LLC 550.31%0.41%0.57%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 210.02%0.04%0.08%Q4 2017Q2 20225
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2020Q3 20215
BRADLEY FOSTER & SARGENT INC/CT 550.01%0.01%0.01%Q1 2021Q1 20225
Ledyard National Bank 550.01%0.01%0.01%Q4 2017Q4 20185
Optas, LLC 550.78%1.00%1.33%Q1 2021Q1 20225
NewSquare Capital LLC 320.00%0.00%0.00%Q3 2017Q3 20235
HC FINANCIAL ADVISORS INC 550.01%0.02%0.04%Q2 2021Q2 20225
Relyea Zuckerberg Hanson LLC 410.10%0.32%1.15%Q4 2019Q3 20215
James J. Burns & Company, LLC 556.14%6.48%6.86%Q3 2022Q3 20235
Provident Wealth Management, LLC 550.01%1.46%1.86%Q2 2021Q2 20225
BFSG, LLC 550.05%0.17%0.30%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.03%0.05%0.15%Q3 2021Q3 20225
Tower Wealth Partners, Inc. 5510.19%13.01%13.98%Q1 2021Q1 20225
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.07%Q4 2016Q4 20175
Brookstone Capital Management 550.04%0.05%0.06%Q4 2020Q4 20215
ANCORA FAMILY WEALTH ADVISORS, LLC 550.42%0.44%0.46%Q3 2015Q3 20165
FLPUTNAM INVESTMENT MANAGEMENT CO 410.01%0.05%0.08%Q2 2022Q3 20235
ASHFORD CAPITAL MANAGEMENT INC 550.38%1.16%1.64%Q2 2013Q2 20145
Quad-Cities Investment Group, LLC 410.01%0.04%0.13%Q4 2018Q2 20235
SYM FINANCIAL Corp 210.00%0.05%0.17%Q4 2017Q3 20235
Windsor Wealth Management, Inc. 550.04%0.05%0.05%Q4 2020Q4 20215
Red Door Wealth Management, LLC 320.09%0.10%0.11%Q1 2020Q4 20215
Gupta Wealth Management LLC 550.09%0.27%0.51%Q1 2015Q1 20165
Financial Enhancement Group LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Cornerstone Wealth Management, LLC 410.01%0.04%0.05%Q2 2018Q4 20195
HCR Wealth Advisors 220.00%0.05%0.12%Q3 2020Q4 20214
RFP Financial Group LLC 440.03%0.04%0.08%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 441.32%1.35%1.38%Q4 2022Q3 20234
Great Point Wealth Advisors, LLC 440.06%0.07%0.08%Q1 2021Q4 20214
SageView Advisory Group, LLC 442.45%3.18%3.55%Q4 2022Q3 20234
PGIM Custom Harvest LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Personal Wealth Partners 310.04%0.05%0.06%Q2 2019Q2 20214
PALO ALTO WEALTH ADVISORS, LLC 440.40%0.57%0.82%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Sharkey, Howes & Javer 440.08%0.08%0.09%Q3 2018Q2 20194
Milestone Investment Advisors LLC 440.12%0.32%0.59%Q4 2022Q3 20234
BCS Wealth Management 210.09%0.18%0.26%Q1 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Advocacy Wealth Management Services, LLC 220.11%1.26%3.05%Q2 2013Q1 20164
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.02%0.05%0.10%Q2 2013Q2 20144
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
LAM GROUP, INC. 445.60%5.83%6.10%Q4 2022Q3 20234
Strategic Blueprint, LLC 440.02%0.03%0.03%Q2 2021Q1 20224
Modera Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Lavaca Capital LLC 220.01%0.02%0.04%Q4 2018Q1 20224
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Center For Asset Management LLC 440.36%0.42%0.54%Q2 2021Q1 20224
Trexquant Investment LP 310.01%0.01%0.02%Q1 2022Q1 20234
Bleakley Financial Group, LLC 440.02%0.02%0.05%Q4 2022Q3 20234
OIKOS HOLDINGS LLC 4419.95%25.69%32.55%Q4 2022Q3 20234
Facet Wealth, Inc. 440.07%0.09%0.10%Q4 2022Q3 20234
Ford Financial Group, LLC 440.82%2.22%2.75%Q4 2017Q3 20184
Eaton Financial Holdings Company, LLC 440.11%0.26%0.32%Q4 2022Q3 20234
Meridian Wealth Partners, LLC 310.00%0.11%0.15%Q1 2021Q3 20234
Independence Trust CO 440.61%0.62%0.64%Q1 2017Q4 20174
Beaumont Financial Advisors, LLC 440.05%0.29%0.99%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.01%0.03%Q2 2017Q4 20234
TCWP LLC 440.07%0.15%0.25%Q4 2021Q3 20224
SWM Advisors 4411.39%11.95%12.65%Q4 2021Q3 20224
WEST BANCORPORATION INC 440.06%0.10%0.20%Q4 2021Q3 20224
Worth Financial Advisory Group, LLC 440.80%1.41%3.21%Q4 2022Q3 20234
EASTERN BANK 210.01%0.01%0.01%Q2 2018Q4 20194
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.07%0.12%Q4 2022Q3 20234
CITY NATIONAL BANK 440.03%0.03%0.03%Q4 2014Q3 20154
Ratio Wealth Group 440.08%0.10%0.12%Q4 2020Q3 20214
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Financial Advocates Investment Management 440.01%0.01%0.02%Q1 2021Q4 20214
Capital Directions Investment Advisors, LLC 210.00%0.00%0.01%Q2 2021Q4 20224
Brand Asset Management Group, Inc. 440.02%0.02%0.02%Q2 2020Q1 20214
Engrave Wealth Partners LLC 444.96%6.95%8.76%Q1 2021Q4 20214
Y-Intercept (Hong Kong) Ltd 220.03%0.07%0.11%Q1 2021Q2 20234
Samson Capital Advisors LLC 440.54%1.00%1.45%Q4 2014Q3 20154
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.04%0.04%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 443.76%4.03%4.18%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.09%0.10%0.10%Q4 2022Q3 20234
GoalVest Advisory LLC 210.00%0.04%0.09%Q2 2021Q3 20234
Elite Wealth Management, Inc. 310.03%0.61%1.68%Q4 2013Q1 20154
BBJS FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KMS FINANCIAL SERVICES, INC 440.03%0.04%0.04%Q4 2013Q3 20144
Richard Bernstein Advisors LLC 441.45%2.21%2.70%Q2 2013Q1 20144
PERSONAL FINANCIAL CONSULTANTS INC /ADV 441.29%1.34%1.36%Q3 2018Q2 20194
SEI TRUST CO 310.01%0.02%0.05%Q2 2013Q2 20144
First County Bank /CT/ 440.46%0.49%0.50%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.11%0.14%0.18%Q4 2022Q3 20234
Biltmore Capital Advisors LLC 440.04%0.05%0.06%Q1 2021Q4 20214
BASSO CAPITAL MANAGEMENT, L.P. 440.30%0.34%0.37%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 441.42%1.44%1.46%Q4 2022Q3 20234
GW CAPITAL INC 310.03%0.05%0.08%Q4 2014Q4 20154
Foundations Investment Advisors, LLC 210.07%1.58%6.01%Q2 2020Q2 20234
STUDIO INVESTMENT MANAGEMENT LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SP Asset Management LLC 440.03%0.06%0.12%Q4 2022Q3 20234
Beacon Pointe Wealth Advisors, LLC 442.79%2.91%3.02%Q1 2019Q4 20194
Farther Finance Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MOODY NATIONAL BANK TRUST DIVISION 440.07%0.18%0.35%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.70%0.73%0.81%Q4 2022Q3 20234
Clifford Group, LLC 440.67%1.23%2.47%Q4 2022Q3 20234
FIRST HORIZON CORP 440.02%0.02%0.02%Q3 2020Q2 20214
VALLEY NATIONAL ADVISERS INC 440.00%0.00%0.00%Q3 2021Q2 20224
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
OLD SECOND NATIONAL BANK OF AURORA 440.01%0.01%0.01%Q4 2022Q3 20234
Mayflower Financial Advisors, LLC 440.03%0.03%0.03%Q1 2021Q4 20214
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
WealthPlan Investment Management, LLC 440.01%0.06%0.10%Q3 2022Q2 20234
PARK AVENUE SECURITIES LLC 310.00%0.00%0.00%Q3 2021Q3 20234
RPG Investment Advisory, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.28%0.34%0.40%Q4 2020Q3 20214
Financial Freedom, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Bison Wealth, LLC 220.00%0.01%0.02%Q4 2019Q4 20214
PATHSTONE FAMILY OFFICE, LLC 310.00%0.02%0.04%Q4 2020Q3 20234
HARVEST CAPITAL MANAGEMENT INC 310.10%0.13%0.24%Q3 2013Q3 20154
CUTLER INVESTMENT COUNSEL LLC 440.04%0.04%0.05%Q4 2022Q3 20234
EXCHANGE TRADED CONCEPTS, LLC 211.24%2.54%3.70%Q3 2021Q4 20234
Olistico Wealth, LLC 440.27%0.32%0.38%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q4 2018Q2 20193
Avalon Trust Co 330.13%0.14%0.14%Q1 2023Q3 20233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Legend Financial Advisors, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
Hanson & Doremus Investment Management 210.00%0.00%0.01%Q4 2020Q4 20223
DELTA ASSET MANAGEMENT LLC/TN 330.00%0.00%0.00%Q1 2023Q3 20233
Lebenthal Global Advisors, LLC 330.23%0.29%0.33%Q4 2020Q2 20213
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2017Q4 20193
Lion Street Advisors, LLC 210.70%0.84%1.09%Q1 2020Q4 20203
State of Wisconsin - Board of Commissioners of Public Lands 332.28%2.45%2.54%Q1 2023Q3 20233
TFB Advisors LLC 330.81%1.01%1.14%Q4 2022Q2 20233
Clark Capital Management Group, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
BRANDYWINE OAK PRIVATE WEALTH LLC 210.01%0.02%0.03%Q4 2018Q3 20213
Pinnacle Private Wealth, LLC 330.73%0.74%0.76%Q4 2021Q2 20223
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
JAG CAPITAL MANAGEMENT, LLC 330.02%0.03%0.03%Q2 2019Q4 20193
Empower Advisory Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Allegis Investment Advisors, LLC 110.08%0.20%0.37%Q2 2016Q4 20173
Ipswich Investment Management Co., Inc. 330.07%0.08%0.10%Q4 2018Q2 20193
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q4 2014Q4 20193
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
Sequoia Financial Advisors, LLC 210.01%0.01%0.01%Q2 2021Q1 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
HBK Sorce Advisory LLC 210.01%0.01%0.02%Q4 2021Q4 20223
Paradigm Financial Partners, LLC 330.05%0.06%0.07%Q3 2021Q1 20223
Timber Hill LLC 210.01%0.03%0.07%Q4 2016Q4 20173
Vantage Investment Advisors, LLC 210.01%0.01%0.01%Q4 2013Q3 20183
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Alpine Global Management, LLC 110.03%0.06%0.08%Q2 2021Q2 20233
Freedom Investment Management, Inc. 210.02%0.02%0.03%Q2 2015Q2 20163
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
GeoWealth Management, LLC 210.01%0.40%0.84%Q3 2021Q2 20233
Paradigm Financial Advisors, LLC 330.09%0.50%0.72%Q1 2021Q3 20213
Cornerstone Planning Group LLC 210.10%0.13%0.17%Q4 2022Q3 20233
Lloyd Advisory Services, LLC. 210.01%0.11%0.23%Q2 2021Q3 20233
LAKE STREET PRIVATE WEALTH, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
BANQUE PICTET & CIE SA 330.01%0.01%0.01%Q1 2014Q3 20143
Rosenberg Matthew Hamilton 210.00%0.00%0.00%Q4 2021Q1 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.01%0.02%0.03%Q1 2022Q3 20223
Virtu Financial LLC 210.01%0.02%0.02%Q2 2013Q4 20173
Advisor Resource Council 110.13%0.14%0.17%Q2 2021Q2 20223
Chicago Partners Investment Group LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Allegheny Financial Group LTD 330.08%0.09%0.10%Q2 2021Q4 20213
TNF LLC 330.13%0.14%0.16%Q3 2021Q1 20223
BIP Wealth, LLC 330.20%0.28%0.41%Q1 2023Q3 20233
WESPAC Advisors, LLC 330.40%0.51%0.70%Q3 2013Q1 20143
Novak Financial Planning, LLC 330.76%0.79%0.82%Q4 2020Q2 20213
FundX Investment Group, LLC 210.15%1.15%2.22%Q2 2013Q1 20213
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
NCM Capital Management, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 210.05%0.10%0.14%Q3 2017Q3 20233
Systelligence, LLC 330.61%3.61%6.14%Q4 2020Q2 20213
Bickling Financial Services, Inc. 330.09%0.11%0.13%Q2 2021Q4 20213
CHOREO, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Conrad Siegel Investment Advisors, Inc. 210.02%0.38%0.95%Q4 2021Q3 20233
Successful Portfolios LLC 210.14%0.19%0.30%Q4 2022Q3 20233
SHAKESPEARE WEALTH MANAGEMENT, INC. 330.09%0.09%0.09%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2022Q3 20233
RETIREMENT INCOME SOLUTIONS, INC 330.08%0.08%0.08%Q1 2023Q3 20233
Johnson Financial Group, LLC 330.15%0.21%0.30%Q4 2018Q2 20193
Essex Savings Bank 330.00%0.01%0.01%Q4 2018Q2 20193
ACG Wealth 330.04%0.05%0.06%Q4 2021Q2 20223
BLUESTEIN R H & CO LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2016Q2 20173
Cassaday & Co Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Summit X, LLC 330.05%0.05%0.06%Q2 2021Q4 20213
COMERICA BANK 110.00%0.01%0.03%Q3 2013Q3 20233
MITCHELL SINKLER & STARR/PA 330.07%0.07%0.07%Q4 2022Q2 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q2 2019Q3 20233
Kerntke Otto McGlone Wealth Management Group 330.17%0.25%0.30%Q4 2020Q2 20213
CornerStone Partners LLC 337.24%7.47%7.71%Q4 2019Q2 20203
Arkos Global Advisors 330.19%0.20%0.24%Q1 2022Q3 20223
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
WealthPLAN Partners, LLC 330.10%0.16%0.23%Q4 2022Q2 20233
Leelyn Smith, LLC 210.01%0.08%0.20%Q4 2019Q3 20203
NWAM LLC 330.02%0.04%0.06%Q3 2021Q1 20223
Sowell Financial Services LLC 210.00%0.01%0.02%Q3 2019Q1 20213
Sound View Wealth Advisors Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Gladstone Institutional Advisory LLC 210.02%0.02%0.02%Q4 2021Q1 20233
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q2 2015Q4 20153
Planned Solutions, Inc. 220.03%0.03%0.04%Q3 2020Q4 20202
Jefferies Group LLC 220.19%0.19%0.19%Q2 2015Q3 20152
FIDUCIENT ADVISORS LLC 110.28%0.33%0.38%Q1 2019Q1 20202
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.03%0.03%0.03%Q4 2019Q1 20202
Resurgent Financial Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Jackson Hole Capital Partners, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
Advisors Preferred, LLC 221.09%1.10%1.10%Q4 2013Q1 20142
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Goodwin Investment Advisory 220.00%0.00%0.00%Q1 2022Q2 20222
GenTrust, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
Jackson Wealth Management, LLC 220.22%0.22%0.22%Q1 2021Q2 20212
Haverford Trust Co 220.00%0.00%0.00%Q2 2022Q3 20222
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
D. SCOTT NEAL, INC. 221.19%3.84%6.48%Q1 2021Q2 20212
VISTA CAPITAL PARTNERS, INC. 220.03%0.03%0.03%Q2 2023Q3 20232
Intersect Capital LLC 220.04%0.04%0.04%Q4 2014Q1 20152
AlphaStar Capital Management, LLC 220.07%0.08%0.08%Q2 2018Q3 20182
CANANDAIGUA NATIONAL BANK & TRUST CO 220.11%0.12%0.12%Q2 2013Q3 20132
Custos Family Office, LLC 220.17%0.18%0.20%Q4 2021Q1 20222
ORG Partners LLC 220.18%0.24%0.29%Q2 2023Q3 20232
NewEdge Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
GYL FINANCIAL SYNERGIES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.16%0.19%0.23%Q2 2021Q3 20212
Strategic Capital Alternatives LLC 220.01%0.01%0.01%Q2 2015Q3 20152
GUYASUTA INVESTMENT ADVISORS INC 220.03%0.03%0.03%Q3 2016Q4 20162
ELM ADVISORS, LLC 110.06%0.06%0.06%Q3 2018Q4 20202
RFG Advisory, LLC 220.10%0.13%0.16%Q1 2019Q2 20192
WIN ADVISORS, INC 110.00%1.31%2.61%Q1 2022Q2 20232
Values Added Financial LLC 222.66%2.75%2.84%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q2 20232
CENTRAL BANK & TRUST CO 220.00%0.00%0.00%Q4 2015Q1 20162
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HM PAYSON & CO 110.00%0.00%0.00%Q1 2021Q2 20232
Evercore Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CAMBIAR INVESTORS LLC 110.02%0.02%0.03%Q4 2018Q1 20202
Coco Enterprises, LLC 222.13%2.14%2.14%Q4 2020Q1 20212
Aspire Wealth Management Corp 110.00%0.08%0.15%Q4 2021Q3 20232
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q2 20202
WFA Asset Management Corp 220.04%0.04%0.04%Q2 2023Q3 20232
Ridgewood Investments LLC 220.09%0.09%0.09%Q1 2023Q2 20232
CoreFirst Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Davis Investment Partners, LLC 110.10%0.10%0.11%Q4 2022Q2 20232
LEO BROKERAGE, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Life Planning Partners, Inc 220.00%0.00%0.00%Q2 2022Q3 20222
Stone House Investment Management, LLC 110.04%0.16%0.28%Q2 2018Q1 20192
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Kaydan Wealth Management, Inc. 220.77%0.80%0.83%Q4 2021Q1 20222
IHT Wealth Management, LLC 110.01%0.02%0.02%Q2 2021Q3 20232
Covenant Multifamily Offices, LLC 221.84%1.90%1.97%Q2 2015Q3 20152
Good Harbor Financial, LLC 220.12%0.13%0.14%Q2 2015Q3 20152
Braun-Bostich & Associates Inc. 220.01%0.42%0.84%Q2 2020Q3 20202
Axiom Investment Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Clientfirst Wealth Management, LLC 220.25%0.26%0.27%Q2 2023Q3 20232
Sanctuary Wealth Management, L.L.C. 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.09%0.09%0.09%Q2 2023Q3 20232
Alley Co LLC 220.34%0.35%0.36%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.11%0.11%0.11%Q4 2021Q1 20222
55I, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Eagle Bluffs Wealth Management LLC 220.20%0.20%0.20%Q1 2023Q2 20232
Claraphi Advisory Network, LLC 110.01%0.01%0.02%Q3 2019Q1 20202
Winchester Group Inc. 220.13%0.14%0.15%Q2 2013Q3 20132
USA FINANCIAL FORMULAS 220.23%0.23%0.23%Q3 2018Q4 20182
D.B. Root & Company, LLC 220.16%0.22%0.28%Q4 2017Q1 20182
Nachman Norwood & Parrott, Inc 220.07%0.07%0.08%Q4 2018Q1 20192
Ellevest, Inc. 110.00%0.00%0.01%Q3 2019Q1 20222
Nadler Financial Group, Inc. 220.16%0.17%0.17%Q4 2013Q1 20142
Doyle Wealth Management 110.00%0.01%0.01%Q4 2018Q2 20192
Sand Hill Global Advisors, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Capital Advisors, Ltd. LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Moors & Cabot, Inc. 220.04%0.05%0.06%Q2 2014Q3 20142
SEAVIEW INVESTMENT MANAGERS LLC 220.30%0.33%0.36%Q1 2021Q2 20212
NinePointTwo Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Register Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Prentice Wealth Management LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Elmwood Wealth Management, Inc. 110.02%0.02%0.02%Q2 2021Q4 20212
Kingsview Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Venturi Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Altus Wealth Group LLC 220.15%0.17%0.18%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q3 20232
ROPES WEALTH ADVISORS LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Operose Advisors LLC 220.01%0.01%0.01%Q1 2023Q2 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
TFO Wealth Partners, LLC 110.04%0.04%0.05%Q4 2021Q2 20222
TCG Advisors, LP 220.02%0.11%0.20%Q1 2019Q2 20192
Amplius Wealth Advisors, LLC 220.03%0.05%0.06%Q4 2021Q1 20222
Friedenthal Financial 221.00%1.03%1.06%Q2 2023Q3 20232
HANSEATIC MANAGEMENT SERVICES INC 220.01%0.01%0.01%Q1 2021Q2 20212
Sageworth Trust Co 220.01%0.01%0.01%Q3 2019Q4 20192
Crestwood Advisors Group, LLC 110.02%0.02%0.02%Q1 2017Q2 20182
Partnervest Advisory Services LLC 220.40%0.40%0.41%Q2 2020Q3 20202
Fortitude Advisory Group L.L.C. 110.16%0.16%0.16%Q1 2023Q1 20231
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Per Stirling Capital Management, LLC. 110.04%0.04%0.04%Q4 2022Q4 20221
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Concord Wealth Partners 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Sense Advisors, Inc. 111.00%1.00%1.00%Q1 2022Q1 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 111.51%1.51%1.51%Q3 2020Q3 20201
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
People's United Financial, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Americana Partners, LLC 110.32%0.32%0.32%Q2 2021Q2 20211
PRW Wealth Management LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Semmax Financial Advisors Inc. 110.82%0.82%0.82%Q3 2023Q3 20231
Arjuna Capital 110.03%0.03%0.03%Q1 2021Q1 20211
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q1 2023Q1 20231
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
SENTINEL PENSION ADVISORS INC 110.07%0.07%0.07%Q1 2022Q1 20221
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
Quantum Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Bowie Capital Management, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Integrated Investment Consultants, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Morton Brown Family Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Lake Hills Wealth Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
GSG Advisors LLC 110.48%0.48%0.48%Q3 2023Q3 20231
STRATEGIC CAPITAL ADVISERS, INC. 110.03%0.03%0.03%Q3 2019Q3 20191
MGO ONE SEVEN LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Vectors Research Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Vident Advisory, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Windsor Capital Management, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Northeast Financial Consultants Inc 110.57%0.57%0.57%Q1 2019Q1 20191
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q3 2018Q3 20181
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Milliman Financial Risk Management LLC 112.63%2.63%2.63%Q4 2015Q4 20151
Jump Financial, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Investors Capital Advisory Services 110.04%0.04%0.04%Q2 2015Q2 20151
ODonnell Financial Services, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
B & T Capital Management DBA Alpha Capital Management 110.07%0.07%0.07%Q2 2020Q2 20201
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Key Bridge Compliance, LLC 110.51%0.51%0.51%Q3 2023Q3 20231
JOYN Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
NORDEN GROUP LLC 110.09%0.09%0.09%Q3 2023Q3 20231
VANCE WEALTH, INC. 110.20%0.20%0.20%Q4 2021Q4 20211
EDMOND DE ROTHSCHILD HOLDING S.A. 110.02%0.02%0.02%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
G&S Capital LLC 110.40%0.40%0.40%Q4 2021Q4 20211
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Winch Advisory Services, LLC 110.36%0.36%0.36%Q1 2014Q1 20141
Sunbelt Securities, Inc. 110.06%0.06%0.06%Q3 2022Q3 20221
Lourd Capital, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Waverly Advisors, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
CAROLINAS WEALTH CONSULTING LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Houlihan Financial Resource Group, Ltd. 110.11%0.11%0.11%Q3 2020Q3 20201
Concorde Asset Management, LLC 110.18%0.18%0.18%Q2 2020Q2 20201
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CFO4Life, L.P. 110.05%0.05%0.05%Q4 2022Q4 20221
PACES FERRY WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Bell Bank 110.18%0.18%0.18%Q2 2022Q2 20221
CALTON & ASSOCIATES, INC. 111.60%1.60%1.60%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q3 2014Q3 20141
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MANCHESTER FINANCIAL INC 110.02%0.02%0.02%Q1 2021Q1 20211
YOUSIF CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
One Capital Management, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
LifePlan Financial Group, Inc 110.07%0.07%0.07%Q3 2020Q3 20201
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.71%0.71%0.71%Q1 2015Q1 20151
Ironsides Asset Advisors, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SBK Financial, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Circle Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Golden State Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.69%0.69%0.69%Q3 2023Q3 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Chemistry Wealth Management LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.01%0.01%0.01%Q4 2020Q4 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2022Q1 20221
Wealth Dimensions Group, Ltd. 110.07%0.07%0.07%Q2 2023Q2 20231
United Community Bank 111.98%1.98%1.98%Q3 2023Q3 20231
PERSONAL CFO SOLUTIONS, LLC 110.27%0.27%0.27%Q3 2019Q3 20191
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Pillar Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Moloney Securities Asset Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Edge Wealth Management LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.02%0.02%0.02%Q1 2018Q1 20181
Fulcrum Equity Management 111.04%1.04%1.04%Q1 2021Q1 20211
RELIANCE TRUST CO OF DELAWARE 110.13%0.13%0.13%Q1 2014Q1 20141
Ground Swell Capital, LLC 111.98%1.98%1.98%Q2 2021Q2 20211
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2022Q2 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
First Command Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
SVB Investment Services Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
TKG Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Centurion Wealth Management LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Cable Hill Partners, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
HHG & Company, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bedell Frazier Investment Counselling, LLC 110.37%0.37%0.37%Q4 2021Q4 20211
Pointe Capital Management LLC 110.53%0.53%0.53%Q4 2016Q4 20161
CFS, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Marcum Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NORTH AMERICAN MANAGEMENT CORP 110.03%0.03%0.03%Q4 2019Q4 20191
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Plan Group Financial, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
STEINBERG ASSET MANAGEMENT LLC 110.12%0.12%0.12%Q4 2015Q4 20151
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
IRON Financial LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Valtinson Bruner Financial Planning LLC 110.76%0.76%0.76%Q2 2020Q2 20201
Live Oak Investment Partners 110.02%0.02%0.02%Q2 2023Q2 20231
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Axim Planning & Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Seven Post Investment Office LP 110.09%0.09%0.09%Q3 2021Q3 20211
NORTH STAR ASSET MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q1 2020Q1 20201
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
HOWE & RUSLING INC 110.07%0.07%0.07%Q4 2019Q4 20191
Bouchey Financial Group Ltd 110.06%0.06%0.06%Q3 2023Q3 20231
Verum Partners LLC 110.19%0.19%0.19%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
FRG Family Wealth Advisors LLC 110.07%0.07%0.07%Q4 2017Q4 20171
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q2 2019Q2 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
QCM Cayman, Ltd. 110.72%0.72%0.72%Q1 2021Q1 20211
Peachtree Investment Partners, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Carolina Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CX Institutional 110.01%0.01%0.01%Q2 2022Q2 20221
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CANTOR FITZGERALD, L. P. 110.01%0.01%0.01%Q2 2022Q2 20221
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
VitalStone Financial, LLC 110.74%0.74%0.74%Q1 2023Q1 20231
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Legacy Wealth Management, Inc 110.01%0.01%0.01%Q4 2016Q4 20161
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q4 2020Q4 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.09%0.09%0.09%Q2 2018Q2 20181
HORIZON FINANCIAL SERVICES, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Redwood Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
9258 Wealth Management, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
Dakota Wealth Management 110.42%0.42%0.42%Q3 2023Q3 20231
Nalls Sherbakoff Group, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
Schaeffer Financial LLC 110.27%0.27%0.27%Q4 2021Q4 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.01%0.01%0.01%Q1 2015Q1 20151
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.12%0.12%0.12%Q4 2021Q4 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
INVERNESS COUNSEL LLC /NY/ 110.02%0.02%0.02%Q2 2018Q2 20181
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Coho Partners, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 114.34%4.34%4.34%Q1 2021Q1 20211
BNC WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
MRA Associates USA LLC 110.05%0.05%0.05%Q2 2019Q2 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2022Q4 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Sicart Associates LLC 110.36%0.36%0.36%Q1 2017Q1 20171
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.04%0.04%0.04%Q3 2022Q3 20221
Welch Group, LLC 110.46%0.46%0.46%Q2 2014Q2 20141
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Rice Partnership, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Strategic Wealth Management Group, LLC 110.49%0.49%0.49%Q2 2021Q2 20211
Global Wealth Strategies & Associates 110.01%0.01%0.01%Q4 2023Q4 20231
Perkins Coie Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Root Financial Partners, LLC 110.17%0.17%0.17%Q1 2023Q1 20231
Equita Financial Network, Inc. 113.22%3.22%3.22%Q3 2023Q3 20231
CWA Asset Management Group, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
External links

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