VANGUARD INDEX FDS shareholder history

Current and past VANGUARD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023118
Citadel Advisors 2910.00%0.00%0.01%Q1 2014Q3 202377
Cutler Group LLC / CA 18130.00%0.00%0.04%Q4 2015Q3 202363
GOLDMAN SACHS GROUP INC 4240.00%0.04%0.09%Q1 2012Q3 202360
JANE STREET GROUP, LLC 1720.00%0.01%0.05%Q4 2014Q3 202356
HUNTINGTON NATIONAL BANK 36130.00%0.04%0.09%Q1 2011Q3 202354
BANK OF AMERICA CORP /DE/ 42420.00%0.70%1.47%Q2 2013Q3 202350
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q3 202348
MCF Advisors LLC 4070.71%3.53%12.32%Q4 2011Q3 202347
NWAM LLC 46460.40%2.24%5.24%Q2 2012Q3 202346
Rehmann Capital Advisory Group 2820.15%1.17%3.71%Q4 2011Q3 202345
HighTower Advisors, LLC 30110.00%0.44%0.62%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.02%Q4 2012Q3 202344
RAYMOND JAMES & ASSOCIATES 42420.00%0.15%0.20%Q2 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.12%0.25%Q2 2013Q3 202343
Harbour Capital Advisors, LLC 31120.35%0.53%2.19%Q1 2013Q4 202343
LEAVELL INVESTMENT MANAGEMENT, INC. 4210.02%0.25%0.37%Q2 2010Q3 202343
Freedom Investment Management, Inc. 43430.02%0.14%0.41%Q1 2013Q3 202343
COMMERCE BANK 43430.02%0.07%0.19%Q1 2013Q3 202343
CPWM, LLC 3840.07%0.21%0.57%Q4 2011Q3 202242
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.05%0.09%0.18%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.05%0.15%0.31%Q2 2013Q3 202342
Waverly Advisors, LLC 42425.56%10.92%18.14%Q2 2013Q3 202342
Creative Planning 42420.06%0.07%0.08%Q2 2013Q3 202342
Cetera Advisors LLC 42420.24%0.48%1.00%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.16%0.41%0.89%Q1 2013Q3 202342
Financial Advisory Group 42421.08%3.18%17.45%Q2 2013Q3 202342
JNBA Financial Advisors 42420.01%0.27%1.45%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.04%0.06%0.08%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.02%0.04%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.19%0.84%1.55%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.29%0.78%1.01%Q2 2013Q3 202342
HENGEHOLD CAPITAL MANAGEMENT LLC 42420.06%0.86%6.99%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.07%0.14%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.04%0.26%0.88%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.03%0.12%0.29%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.04%0.32%0.95%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42421.07%1.96%6.97%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.77%1.14%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.16%0.24%0.30%Q2 2013Q3 202342
MORGAN STANLEY 42420.18%0.31%0.48%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.06%0.16%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.32%0.53%0.81%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.32%0.96%2.52%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.00%0.67%1.89%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42424.69%5.64%7.66%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.06%0.14%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.52%1.28%Q2 2013Q3 202342
SOL Capital Management CO 42420.24%0.43%0.69%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.21%0.67%2.39%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.09%0.66%2.87%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.21%0.50%0.82%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.24%0.33%0.40%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.04%0.11%0.19%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42429.03%14.31%19.38%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.11%0.27%Q2 2013Q3 202342
TD Capital Management LLC 42422.31%3.02%3.71%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.07%0.10%0.12%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42423.57%5.72%9.48%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.01%0.01%0.03%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 42420.80%3.98%9.78%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.10%0.69%2.66%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42422.92%5.16%8.26%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.06%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.10%0.14%0.17%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.03%0.05%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.14%1.17%2.57%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.38%2.45%4.80%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%1.81%2.87%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.02%0.04%Q2 2013Q4 202342
Raymond James Financial Services Advisors, Inc. 42420.15%0.47%0.78%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.03%0.08%0.18%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%5.20%11.87%Q2 2013Q3 202342
Sandy Spring Bank 42420.09%0.20%0.68%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.57%0.85%Q2 2013Q3 202342
Smithfield Trust Co 42420.04%0.17%0.43%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.18%0.68%1.29%Q2 2013Q3 202342
Regal Investment Advisors LLC 42420.06%1.52%9.13%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.02%0.06%0.09%Q2 2013Q3 202342
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 42420.23%0.78%1.70%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.04%0.60%0.88%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.02%0.04%0.07%Q2 2013Q3 202342
Smith & Howard Wealth Management, LLC 42420.13%1.11%3.49%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42422.13%3.45%4.35%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.02%0.03%0.04%Q1 2013Q3 202342
MOTCO 42420.08%0.14%0.25%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.26%0.40%0.49%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.04%0.12%0.25%Q2 2013Q3 202342
American Investment Services, Inc. 42424.70%7.70%10.32%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.04%0.12%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.04%0.20%Q2 2013Q3 202342
Truepoint, Inc. 42424.16%6.71%9.12%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.02%0.28%0.78%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.37%0.57%1.28%Q2 2013Q3 202342
GFS Advisors, LLC 42420.03%0.93%1.70%Q2 2013Q3 202342
Busey Bank 42420.04%0.06%0.12%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.05%0.07%0.10%Q2 2013Q3 202342
Scott & Selber, Inc. 42421.41%1.68%2.16%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.05%0.59%1.51%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.03%0.18%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.03%0.04%0.05%Q2 2013Q3 202342
FMR LLC 42420.03%0.07%0.09%Q2 2013Q3 202342
Allworth Financial LP 42420.04%0.34%2.24%Q2 2013Q3 202342
EXENCIAL WEALTH ADVISORS, LLC 2480.50%1.04%1.68%Q1 2013Q3 202341
GW HENSSLER & ASSOCIATES LTD 41410.03%0.17%0.32%Q3 2013Q3 202341
Atria Investments, Inc 27140.20%1.23%2.95%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.09%0.14%0.36%Q3 2013Q3 202341
Twele Capital Management, Inc. 3740.05%0.28%0.89%Q2 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3743.04%6.05%8.01%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.09%0.33%Q2 2013Q3 202341
Evercore Wealth Management, LLC 3560.00%0.02%0.05%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.61%2.32%Q4 2013Q3 202341
THRIVENT FINANCIAL FOR LUTHERANS 37370.00%0.08%0.23%Q3 2014Q3 202341
WASHINGTON TRUST BANK 41410.05%0.15%0.64%Q3 2013Q3 202341
First Horizon Advisors, Inc. 41410.37%1.19%2.42%Q3 2013Q3 202341
ASSETMARK, INC 41410.50%1.32%2.63%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.04%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.10%0.40%1.99%Q3 2013Q3 202341
Gradient Investments LLC 24170.00%0.69%4.10%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 31100.38%0.61%1.14%Q2 2013Q3 202341
PINNACLE ASSOCIATES LTD 30110.00%0.01%0.02%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.05%0.43%0.74%Q2 2013Q2 202341
West Oak Capital, LLC 23180.07%0.12%0.17%Q2 2013Q3 202341
Bragg Financial Advisors, Inc 41410.12%0.47%0.99%Q3 2013Q3 202341
SAGE FINANCIAL GROUP INC 40404.40%6.08%11.46%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40404.09%9.09%13.34%Q4 2013Q3 202340
WMS Partners, LLC 3120.05%0.19%0.48%Q2 2013Q3 202340
Oakworth Capital, Inc. 40400.02%0.12%0.30%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40401.16%1.56%1.98%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40402.32%4.73%6.79%Q4 2013Q3 202340
Reynders McVeigh Capital Management, LLC 40400.06%0.11%0.17%Q4 2013Q3 202340
Blue Edge Capital, LLC 40407.72%9.02%10.58%Q4 2013Q3 202340
BURNEY CO/ 3190.05%0.21%0.46%Q2 2013Q3 202340
Permanens Capital L.P. 40401.74%22.24%54.81%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.17%1.55%5.01%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.01%0.03%0.22%Q4 2013Q3 202340
UBS Group AG 36360.00%0.49%0.80%Q4 2014Q3 202340
M&T BANK CORP 25150.00%0.02%0.04%Q3 2013Q3 202340
Thomasville National Bank 27130.05%0.18%0.63%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.14%0.37%0.70%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.03%0.16%0.35%Q4 2013Q3 202340
PLANNING ALTERNATIVES LTD /ADV 40401.62%3.35%7.32%Q4 2013Q3 202340
FINANCIAL COUNSELORS INC 28120.03%0.20%0.33%Q3 2013Q3 202340
Destination Wealth Management 40400.02%2.17%3.84%Q4 2013Q3 202340
L. Roy Papp & Associates, LLP 2410.23%0.41%0.56%Q2 2013Q3 202340
ALLIANCEBERNSTEIN L.P. 39390.00%0.01%0.05%Q1 2014Q3 202339
Archford Capital Strategies, LLC 39390.23%2.89%5.21%Q1 2014Q3 202339
One Capital Management, LLC 39390.07%0.53%1.86%Q1 2014Q3 202339
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.11%0.33%0.65%Q3 2013Q3 202339
CHOREO, LLC 39390.27%8.23%15.96%Q1 2014Q3 202339
Mathes Company, Inc. 3720.22%1.62%3.03%Q4 2013Q3 202339
SIGNATUREFD, LLC 25140.01%0.34%1.31%Q2 2013Q3 202339
Wolf Group Capital Advisors 3270.28%0.83%3.08%Q4 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.01%0.03%0.08%Q1 2014Q3 202339
FDx Advisors, Inc. 3270.01%0.35%1.04%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.14%0.26%Q1 2014Q3 202339
Parsec Financial Management, Inc. 22170.01%0.03%0.17%Q2 2013Q1 202339
COUNTRY TRUST BANK 39390.00%0.35%0.94%Q2 2014Q4 202339
Gemmer Asset Management LLC 39390.59%0.98%1.48%Q1 2014Q3 202339
HOLLENCREST CAPITAL MANAGEMENT 38380.16%0.42%0.64%Q2 2014Q3 202338
Beaumont Financial Partners, LLC 38380.30%1.62%2.78%Q2 2013Q3 202238
HEADINVEST, LLC 38380.14%0.18%0.30%Q2 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.01%0.01%Q1 2014Q3 202338
Garde Capital, Inc. 383810.00%12.61%16.77%Q2 2014Q3 202338
Financial Architects, Inc 3220.01%0.32%1.08%Q2 2013Q2 202338
Stratos Wealth Partners, LTD. 38380.04%0.44%4.42%Q2 2014Q3 202338
INTERACTIVE FINANCIAL ADVISORS, INC. 38380.00%0.01%0.04%Q3 2013Q4 202238
DOWLING & YAHNKE LLC 38380.07%0.10%0.17%Q2 2013Q3 202238
Brookstone Capital Management 38380.03%0.43%1.68%Q2 2014Q3 202338
Legacy Private Trust Co. 2030.02%0.34%2.10%Q2 2013Q3 202338
SYNOVUS FINANCIAL CORP 3620.00%0.06%0.15%Q2 2013Q3 202338
MUFG Americas Holdings Corp 38380.00%0.05%0.21%Q2 2013Q3 202238
Retirement Planning Group, LLC 38380.14%0.32%0.85%Q2 2014Q3 202338
ARGI Investment Services, LLC 3710.02%0.04%0.15%Q2 2013Q4 202238
Blume Capital Management, Inc. 2510.00%0.01%0.02%Q4 2013Q3 202337
TCI Wealth Advisors, Inc. 3520.01%0.07%0.18%Q4 2012Q3 202337
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3610.01%0.06%0.10%Q2 2013Q3 202337
Ironsides Asset Advisors, LLC 23140.70%1.61%3.28%Q2 2014Q3 202337
Ashfield Capital Partners, LLC 37370.01%0.04%0.06%Q3 2013Q3 202237
Brinker Capital Investments, LLC 27100.00%0.38%1.43%Q2 2013Q4 202237
LOOMIS SAYLES & CO L P 2910.00%0.01%0.12%Q3 2013Q3 202337
Carnegie Capital Asset Management, LLC 37370.08%0.13%0.33%Q3 2014Q3 202337
FORTE CAPITAL LLC /ADV 37370.51%1.11%2.94%Q3 2014Q3 202337
VANGUARD GROUP INC 3430.00%0.01%0.01%Q2 2013Q3 202337
Annex Advisory Services, LLC 1820.03%0.06%0.18%Q2 2013Q3 202337
Sensible Financial Planning & Management, LLC. 37370.35%0.81%1.31%Q3 2014Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.06%0.15%0.49%Q2 2013Q2 202237
Capital Planning Advisors, LLC 36360.93%3.95%8.06%Q4 2014Q3 202336
Nadler Financial Group, Inc. 36360.28%5.47%7.65%Q4 2014Q3 202336
EP Wealth Advisors, LLC 18183.84%9.23%16.00%Q3 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36361.23%2.73%5.93%Q4 2014Q3 202336
Kovack Advisors, Inc. 36360.18%0.57%1.42%Q4 2014Q3 202336
MAI Capital Management 36360.02%0.06%0.21%Q4 2014Q3 202336
COMERICA BANK 3010.00%0.06%0.18%Q3 2013Q3 202336
FC Advisory LLC 36360.61%2.29%4.90%Q1 2015Q4 202336
CREDIT SUISSE AG/ 1410.00%0.01%0.03%Q1 2013Q3 202336
WHITTIER TRUST CO OF NEVADA INC 36360.00%0.03%0.08%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.05%0.10%0.16%Q4 2014Q3 202336
BALASA DINVERNO & FOLTZ LLC 36360.08%1.18%4.87%Q4 2013Q3 202236
Diversified Portfolios, Inc. 36360.62%1.28%3.24%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36365.26%9.77%16.67%Q4 2014Q3 202336
BRIGHTON JONES LLC 2610.04%0.16%0.26%Q4 2013Q3 202336
Spectrum Asset Management, Inc. (NB/CA) 36361.11%3.89%6.18%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.02%0.03%0.04%Q2 2013Q1 202236
Argent Trust Co 36360.04%0.11%0.30%Q4 2014Q3 202336
Raab & Moskowitz Asset Management LLC 36360.04%0.64%0.85%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.18%0.67%0.96%Q4 2014Q3 202336
BTC Capital Management, Inc. 21150.99%1.16%1.56%Q3 2014Q3 202336
Wealth Architects, LLC 36360.09%0.31%0.78%Q4 2014Q3 202336
Sigma Planning Corp 36360.08%0.18%0.44%Q4 2014Q3 202336
Cornerstone Management, Inc. 36367.46%15.21%20.09%Q4 2014Q3 202336
Morningstar Investment Services LLC 22140.01%0.77%1.55%Q2 2013Q2 202236
DIXON HUBARD FEINOUR & BROWN INC/VA 36360.10%0.40%0.70%Q3 2013Q2 202236
LVW Advisors, LLC 36364.53%10.19%20.16%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36361.56%2.35%3.05%Q4 2014Q3 202336
SIGNET FINANCIAL MANAGEMENT, LLC 2691.34%2.46%3.38%Q4 2014Q3 202335
Tower Research Capital LLC (TRC) 2210.00%0.04%0.35%Q2 2013Q3 202335
FORVIS Wealth Advisors, LLC 35350.05%0.46%1.46%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.18%0.27%0.52%Q2 2013Q4 202135
Alpha Cubed Investments, LLC 35350.04%0.08%0.12%Q1 2015Q3 202335
Cable Hill Partners, LLC 2967.43%18.01%37.17%Q4 2014Q3 202335
Alley Co LLC 35350.03%0.39%0.96%Q2 2013Q4 202135
Baird Financial Group, Inc. 34340.08%0.20%0.29%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.02%0.25%0.60%Q1 2015Q3 202334
Moors & Cabot, Inc. 2950.02%0.05%0.14%Q4 2014Q3 202334
RAYMOND JAMES TRUST N.A. 2770.03%0.08%0.15%Q2 2014Q3 202334
Summit Financial Wealth Advisors, LLC 3040.13%5.91%10.04%Q4 2014Q3 202334
Ameritas Investment Partners, Inc. 2860.00%0.00%0.01%Q4 2014Q3 202334
Hudock, Inc. 34340.01%0.01%0.02%Q2 2014Q3 202234
ATWOOD & PALMER INC 2130.00%0.04%0.13%Q3 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34343.47%7.08%12.48%Q2 2015Q3 202334
Mariner, LLC 34340.02%1.02%1.92%Q2 2015Q3 202334
GRIMES & COMPANY, INC. 34341.26%2.96%5.55%Q2 2015Q3 202334
Cordasco Financial Network 34340.27%0.61%0.92%Q1 2014Q2 202234
Fiduciary Group LLC 34340.05%0.07%0.08%Q2 2015Q3 202334
Summit Financial Strategies, Inc. 1590.10%0.16%0.24%Q4 2014Q3 202334
Homrich & Berg 3210.05%0.17%0.37%Q2 2013Q3 202133
GIRARD PARTNERS LTD. 33330.13%0.48%1.41%Q3 2015Q3 202333
UNITED BANK 33330.35%1.07%3.76%Q3 2015Q3 202333
CAPITAL MANAGEMENT CORP /VA 22110.06%0.12%0.28%Q2 2013Q3 202133
SALEM INVESTMENT COUNSELORS INC 18150.05%0.08%0.12%Q2 2013Q3 202333
Berkshire Money Management, Inc. 3210.04%4.39%8.45%Q2 2015Q3 202333
Checchi Capital Advisers, LLC 1410.02%0.53%3.46%Q1 2014Q3 202333
IndexIQ Advisors LLC 33330.00%0.70%2.87%Q1 2014Q1 202233
DONALDSON CAPITAL MANAGEMENT, LLC 33330.07%0.22%0.40%Q3 2015Q3 202333
Coe Capital Management, LLC 33330.11%0.65%1.32%Q2 2013Q2 202133
CWM, LLC 2410.00%0.37%0.78%Q4 2013Q3 202333
Betterment LLC 32320.01%0.08%0.16%Q4 2015Q3 202332
BOKF, NA 2390.02%0.12%0.45%Q3 2015Q3 202332
Narwhal Capital Management 32320.05%0.07%0.10%Q4 2015Q3 202332
ELM ADVISORS, LLC 2750.07%0.21%0.26%Q4 2013Q4 202132
REILLY FINANCIAL ADVISORS, LLC 2840.00%0.09%0.22%Q2 2013Q4 202132
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
Paradigm Financial Advisors, LLC 32321.34%2.44%3.72%Q1 2014Q4 202132
Neuberger Berman Group LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
WRAPMANAGER INC 32320.30%0.37%0.59%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.57%1.23%1.81%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.18%0.32%0.54%Q4 2015Q3 202332
Corrigan Financial, Inc. 323215.63%28.52%37.89%Q4 2015Q3 202332
Berkeley Capital Partners, LLC 32320.14%0.28%0.90%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.16%0.53%0.94%Q4 2015Q3 202332
Spectrum Management Group, LLC 32320.16%1.79%10.02%Q4 2014Q3 202232
BANK OF HAWAII 32320.30%4.40%5.92%Q4 2015Q3 202332
Cetera Investment Advisers 32320.94%2.38%3.58%Q4 2015Q3 202332
Bishop & Co Investment Management, LLC 32323.29%9.73%12.02%Q4 2015Q3 202332
Clarius Group, LLC 32320.67%4.16%9.84%Q4 2015Q3 202332
Hanson & Doremus Investment Management 3110.00%0.14%0.32%Q2 2015Q3 202332
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 32320.96%2.09%6.38%Q4 2015Q3 202332
Krilogy Financial LLC 3110.25%0.64%1.22%Q3 2015Q3 202332
Windsor Capital Management, LLC 2910.00%0.26%0.45%Q2 2013Q3 202332
Stadion Money Management, LLC 32320.16%1.75%3.55%Q2 2013Q1 202132
Ironwood Financial, llc 2530.04%0.13%0.31%Q4 2014Q3 202332
BUCKINGHAM STRATEGIC WEALTH, LLC 2840.09%0.24%0.59%Q1 2015Q3 202332
Plancorp, LLC 2810.09%0.27%0.49%Q1 2014Q3 202332
COLONY GROUP LLC 2390.01%0.12%0.37%Q4 2013Q3 202332
Focused Wealth Management, Inc 20120.00%0.14%0.89%Q3 2013Q3 202332
Diversified Trust Co 32320.02%0.04%0.09%Q1 2016Q4 202332
Anchor Investment Management, LLC 32320.04%0.06%0.08%Q1 2016Q4 202332
Kelman-Lazarov, Inc. 31310.51%0.58%0.78%Q1 2016Q3 202331
MASSMUTUAL TRUST CO FSB/ADV 1810.00%0.00%0.01%Q3 2014Q4 202331
Intersect Capital LLC 31311.11%1.44%2.38%Q4 2014Q2 202231
Jackson, Grant Investment Advisers, Inc. 2470.04%0.40%0.72%Q4 2015Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.07%0.46%1.26%Q1 2016Q3 202331
Silicon Valley Capital Partners 31310.19%2.97%4.98%Q1 2016Q3 202331
MARCO INVESTMENT MANAGEMENT LLC 31310.08%0.16%0.23%Q1 2016Q3 202331
Cohen Klingenstein LLC 31310.13%0.19%0.25%Q1 2016Q3 202331
Trust Co 31310.23%3.43%11.02%Q1 2016Q3 202331
QUADRANT CAPITAL GROUP LLC 16150.01%0.30%0.98%Q2 2015Q3 202331
DUBUQUE BANK & TRUST CO 17140.01%2.21%6.32%Q4 2015Q3 202331
ASPIRIANT, LLC 2330.02%0.09%0.18%Q2 2013Q3 202331
Whitegate Investment Counselors, Inc. 3011.54%3.09%6.75%Q1 2014Q3 202331
IFP Advisors, Inc 17140.17%0.46%0.76%Q4 2015Q3 202331
Essex Financial Services, Inc. 2380.06%0.16%0.34%Q3 2015Q3 202331
Tortoise Investment Management, LLC 31310.00%0.02%0.04%Q1 2016Q3 202331
CUTLER INVESTMENT COUNSEL LLC 31310.21%0.34%0.55%Q1 2016Q3 202331
High Falls Advisors, Inc 19120.07%0.11%0.16%Q4 2015Q3 202331
FineMark National Bank & Trust 2030.00%0.03%0.06%Q1 2014Q3 202331
Geneos Wealth Management Inc. 31310.04%0.25%0.73%Q1 2016Q3 202331
McNamara Financial Services, Inc. 31310.14%0.18%0.22%Q1 2016Q3 202331
Simmons Bank 31310.27%0.48%0.79%Q1 2016Q3 202331
Caprock Group, LLC 3010.21%0.66%4.10%Q4 2015Q3 202331
Wealthcare Advisory Partners LLC 30300.01%0.07%0.18%Q2 2016Q3 202330
PINNACLE FINANCIAL PARTNERS INC 30300.28%1.11%2.11%Q2 2016Q3 202330
First Heartland Consultants, Inc. 2910.03%0.82%1.28%Q2 2013Q3 202330
LifePlan Financial Group, Inc 30301.70%2.87%3.60%Q2 2013Q3 202030
MCMILLION CAPITAL MANAGEMENT INC 2210.04%0.53%0.92%Q2 2013Q2 202330
L & S Advisors Inc 30300.06%0.14%0.28%Q2 2016Q3 202330
WESPAC Advisors, LLC 2010.25%0.59%1.54%Q4 2014Q3 202330
FIRST MANHATTAN CO. LLC. 30300.00%0.00%0.01%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.04%0.18%0.26%Q2 2016Q3 202330
Stearns Financial Services Group 30306.04%7.74%9.35%Q2 2013Q3 202030
Snowden Capital Advisors LLC 2280.24%0.36%0.57%Q1 2016Q3 202330
TWO SIGMA ADVISERS, LP 1510.00%0.03%0.11%Q3 2014Q3 202330
First Allied Advisory Services, Inc. 30300.09%0.20%0.67%Q2 2013Q3 202030
Asset Dedication, LLC 2050.01%0.17%1.13%Q4 2015Q3 202330
Koshinski Asset Management, Inc. 30300.14%0.64%2.32%Q2 2016Q3 202330
NEXT Financial Group, Inc 30300.01%0.26%0.70%Q3 2014Q4 202130
Johnson Financial Group, Inc. 30300.04%0.11%0.23%Q2 2016Q3 202330
EATON VANCE MANAGEMENT 30300.00%0.01%0.06%Q2 2015Q3 202230
Clearwater Capital Advisors, LLC 30300.79%1.59%3.23%Q2 2016Q3 202330
MURPHY CAPITAL MANAGEMENT INC 2370.03%0.04%0.06%Q2 2014Q1 202230
MILLENNIUM MANAGEMENT LLC 1610.00%0.00%0.01%Q2 2014Q3 202330
Cornerstone Wealth Management, LLC 2510.64%1.30%3.64%Q1 2016Q3 202329
Aureus Asset Management, LLC 29290.18%0.27%0.49%Q3 2016Q3 202329
Mechanics Bank Trust Department 29291.92%2.41%2.80%Q3 2016Q3 202329
Connecticut Wealth Management, LLC 29290.48%1.73%2.73%Q3 2016Q3 202329
FRG Family Wealth Advisors LLC 29290.08%0.09%0.14%Q3 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.09%0.52%Q3 2013Q3 202329
LS Investment Advisors, LLC 29290.00%0.01%0.05%Q1 2015Q1 202229
SVA Wealth Management, LLC 29290.93%1.67%4.72%Q4 2013Q4 202029
Northeast Financial Consultants Inc 18110.62%10.41%13.86%Q2 2016Q3 202329
ASSOCIATED BANC-CORP 29290.02%0.23%0.58%Q3 2016Q3 202329
ZEKE CAPITAL ADVISORS, LLC 2812.07%8.08%33.99%Q2 2013Q4 202229
TWO SIGMA INVESTMENTS, LP 1110.00%0.04%0.17%Q3 2013Q3 202329
PARSONS CAPITAL MANAGEMENT INC/RI 2810.02%0.07%0.12%Q1 2015Q3 202329
DUNCKER STREETT & CO INC 29290.01%0.07%0.14%Q3 2016Q3 202329
Haverford Trust Co 2810.00%0.01%0.02%Q4 2015Q3 202329
V Wealth Advisors LLC 18110.14%0.33%1.41%Q1 2016Q2 202329
M Holdings Securities, Inc. 2360.14%0.45%0.95%Q4 2015Q2 202329
ROPES WEALTH ADVISORS LLC 29290.01%0.50%7.16%Q3 2016Q3 202329
Savant Capital, LLC 2710.05%0.08%0.11%Q4 2014Q3 202328
ALBION FINANCIAL GROUP /UT 18100.02%0.09%0.15%Q3 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.06%3.03%17.26%Q4 2016Q3 202328
MARK SHEPTOFF FINANCIAL PLANNING, LLC 28280.02%0.03%0.04%Q4 2016Q3 202328
BARCLAYS PLC 2110.00%0.00%0.01%Q2 2013Q3 202328
CULBERTSON A N & CO INC 28280.13%0.77%1.17%Q4 2016Q3 202328
Bridgeworth, LLC 28280.02%1.66%8.08%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.04%0.83%1.66%Q4 2016Q3 202328
REDW Wealth LLC 28280.57%1.18%2.38%Q4 2016Q3 202328
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 28280.09%0.13%0.18%Q4 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.12%0.21%0.29%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.07%0.12%0.17%Q4 2016Q3 202328
KAYS FINANCIAL ADVISORY CORP /ADV 28280.49%2.74%4.53%Q4 2013Q3 202028
NORTHWEST WEALTH MANAGEMENT, LLC 28280.14%0.39%0.92%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.38%0.81%1.80%Q2 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.13%0.32%0.62%Q4 2016Q3 202328
NICOLET BANKSHARES INC 28280.23%0.64%1.64%Q4 2016Q3 202328
Alexandria Capital, LLC 28280.00%0.05%0.09%Q4 2014Q3 202128
Jentner Corp 282815.62%26.50%39.58%Q4 2016Q3 202328
THOMPSON DAVIS & CO., INC. 2080.13%0.58%3.25%Q4 2013Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.07%0.12%Q4 2016Q3 202328
Capital Investment Advisors, LLC 28280.02%0.03%0.04%Q1 2017Q4 202328
TIEDEMANN ADVISORS, LLC 28280.06%0.14%0.24%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.09%0.25%0.45%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.26%0.50%0.90%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.48%0.67%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28282.69%6.54%12.59%Q4 2016Q3 202328
AE Wealth Management LLC 28280.21%0.91%1.88%Q4 2016Q3 202328
WP Advisors, LLC 28280.09%0.50%5.56%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.79%1.11%1.32%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.24%1.55%3.28%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.02%0.12%0.17%Q4 2016Q3 202328
Blankinship & Foster, LLC 28287.08%12.45%15.78%Q4 2016Q3 202328
Perkins Coie Trust Co 28280.01%0.02%0.09%Q4 2016Q3 202328
Arete Wealth Advisors, LLC 28280.09%0.95%3.90%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.27%0.83%1.18%Q2 2013Q4 201927
TOEWS CORP /ADV 27270.08%0.24%0.87%Q1 2017Q3 202327
Waldron Private Wealth LLC 27270.05%3.01%5.60%Q1 2017Q3 202327
GOFEN & GLOSSBERG LLC /IL/ 27270.02%0.03%0.04%Q2 2016Q4 202227
FIRST UNITED BANK & TRUST 27270.37%2.21%3.18%Q1 2017Q3 202327
Miracle Mile Advisors, LLC 27270.11%0.24%0.57%Q1 2017Q3 202327
Parkside Financial Bank & Trust 2410.02%0.31%0.98%Q1 2015Q3 202327
Paracle Advisors, LLC 27271.13%2.24%4.75%Q3 2014Q1 202127
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 27270.84%4.20%7.07%Q1 2017Q3 202327
STALEY CAPITAL ADVISERS INC 27270.04%0.11%0.14%Q1 2017Q3 202327
Stockman Wealth Management, Inc. 27270.28%0.46%1.11%Q1 2017Q3 202327
Fusion Family Wealth LLC 27270.11%0.14%0.18%Q1 2017Q3 202327
Simplicity Solutions, LLC 1530.05%0.45%1.96%Q4 2014Q3 202327
BOK Financial Private Wealth, Inc. 2610.03%4.61%9.07%Q4 2014Q3 202327
SNS Financial Group, LLC 27270.99%1.92%3.06%Q1 2017Q3 202327
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2610.23%0.56%0.84%Q4 2015Q3 202327
Patriot Financial Group Insurance Agency, LLC 2160.01%0.08%0.27%Q4 2016Q3 202327
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2610.05%0.14%0.22%Q2 2014Q3 202327
Triangle Securities Wealth Management 27270.18%0.37%0.58%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.08%0.10%0.14%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.02%0.39%0.73%Q1 2017Q3 202327
Covington Investment Advisors Inc. 27270.06%0.31%0.48%Q1 2017Q3 202327
MONETA GROUP INVESTMENT ADVISORS LLC 2610.01%1.82%3.35%Q3 2015Q3 202327
Asset Planning Services, Ltd. 27274.13%5.34%7.75%Q2 2015Q4 202127
WESTWOOD HOLDINGS GROUP INC 27270.07%0.79%1.65%Q1 2017Q3 202327
PETTYJOHN, WOOD & WHITE, INC 2610.07%0.09%0.10%Q4 2016Q3 202327
Sargent Bickham Lagudis LLC 27270.01%0.01%0.03%Q2 2016Q4 202227
MML INVESTORS SERVICES, LLC 2610.29%1.23%1.78%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.41%1.06%1.62%Q4 2016Q3 202327
Crestwood Advisors Group, LLC 27270.01%0.03%0.04%Q1 2017Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.05%0.10%0.18%Q4 2016Q2 202327
MPS Loria Financial Planners, LLC 26260.12%0.17%0.25%Q2 2017Q3 202326
PEAPACK GLADSTONE FINANCIAL CORP 26260.02%0.03%0.04%Q2 2017Q3 202326
SHINE INVESTMENT ADVISORY SERVICES INC 26263.05%6.41%10.78%Q2 2014Q3 202026
SUNTRUST BANKS INC 26260.02%0.18%0.43%Q2 2013Q3 201926
Aveo Capital Partners, LLC 1410.24%0.70%1.46%Q4 2016Q3 202326
Sunbelt Securities, Inc. 2510.04%0.24%0.61%Q4 2016Q3 202326
DIVIDEND ASSETS CAPITAL, LLC 26260.01%0.05%0.09%Q2 2017Q3 202326
BROWN BROTHERS HARRIMAN & CO 2010.00%0.00%0.01%Q4 2014Q3 202326
Kingsview Wealth Management, LLC 2060.12%0.22%0.32%Q1 2017Q3 202326
Endurance Wealth Management, Inc. 26260.00%0.00%0.00%Q1 2017Q2 202326
WESPAC Advisors SoCal, LLC 1430.01%0.74%1.60%Q1 2016Q3 202326
Evensky & Katz LLC 26260.00%0.00%0.01%Q2 2013Q3 201926
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2410.00%0.00%0.01%Q2 2014Q1 202226
Transamerica Financial Advisors, Inc. 1410.00%0.04%0.34%Q2 2013Q1 202326
Abbot Financial Management, Inc. 26260.39%1.76%2.96%Q2 2017Q3 202326
King Wealth Management Group 2330.09%0.11%0.20%Q1 2014Q3 202326
NewEdge Advisors, LLC 26260.03%0.43%0.88%Q2 2017Q3 202326
Bouchey Financial Group Ltd 26260.06%0.07%0.09%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.04%0.09%Q2 2013Q3 201926
FIRST NATIONAL TRUST CO 26260.02%0.03%0.04%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1071.98%3.81%6.62%Q4 2016Q3 202326
AlphaStar Capital Management, LLC 26260.51%1.57%12.97%Q2 2017Q3 202326
Domani Wealth, LLC 2510.06%0.42%0.96%Q3 2016Q1 202326
First Command Bank 13130.01%0.47%2.11%Q4 2016Q2 202326
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.10%0.97%4.18%Q2 2014Q3 202226
AXA S.A. 26260.20%0.35%0.50%Q2 2013Q3 201926
First Command Financial Services, Inc. 13130.00%0.45%2.11%Q4 2016Q2 202326
TWIN FOCUS CAPITAL PARTNERS, LLC 1810.09%0.48%1.16%Q3 2014Q3 202326
CAPE COD FIVE CENTS SAVINGS BANK 1880.02%0.05%0.08%Q2 2013Q3 202326
Prospera Financial Services Inc 1880.03%0.19%0.68%Q1 2017Q3 202326
Kohmann Bosshard Financial Services, LLC 2510.05%1.64%4.27%Q1 2017Q3 202326
HIGHLAND CAPITAL MANAGEMENT, LLC 26260.05%0.29%0.68%Q2 2013Q3 201926
Good Life Advisors, LLC 26260.07%0.20%0.38%Q2 2017Q3 202326
Cerity Partners LLC 2510.06%0.39%1.51%Q1 2017Q3 202326
OneDigital Investment Advisors LLC 26260.10%0.19%0.50%Q2 2017Q3 202326
RKL Wealth Management LLC 26260.05%0.10%0.15%Q2 2017Q3 202326
Valeo Financial Advisors, LLC 25250.00%0.05%0.17%Q3 2017Q3 202325
Intellectus Partners, LLC 1610.02%0.25%0.37%Q4 2016Q3 202325
Mosaic Family Wealth, LLC 25259.94%17.64%23.92%Q4 2015Q4 202125
SNOW CAPITAL MANAGEMENT LP 25250.01%0.11%0.33%Q2 2015Q2 202125
Gerber Kawasaki Wealth & Investment Management 1250.06%0.10%0.14%Q1 2017Q3 202325
Ledyard National Bank 1530.02%0.03%0.08%Q2 2015Q3 202325
Johanson Financial Advisors, Inc. 25252.85%5.63%13.18%Q4 2015Q4 202125
Orgel Wealth Management, LLC 25250.02%0.17%0.37%Q3 2017Q3 202325
HCR Wealth Advisors 25253.38%7.95%13.48%Q3 2017Q3 202325
BANK OF THE WEST 2410.03%0.04%0.07%Q1 2015Q4 202225
Bray Capital Advisors 2320.00%0.02%0.03%Q2 2015Q3 202325
CFO4Life Group, LLC 25250.06%0.12%0.49%Q3 2017Q3 202325
GREAT LAKES ADVISORS, LLC 25250.03%0.04%0.14%Q3 2017Q3 202325
TIAA, FSB 25251.70%3.10%4.34%Q2 2017Q2 202325
Voya Financial Advisors, Inc. 25250.29%0.58%0.95%Q1 2015Q1 202125
B. Riley Wealth Management, Inc. 1690.04%2.15%5.92%Q1 2014Q2 202225
HM PAYSON & CO 1870.00%0.01%0.02%Q1 2017Q3 202325
Baystate Wealth Management LLC 25250.01%0.15%0.48%Q3 2017Q3 202325
Advisory Alpha, LLC 1920.00%0.81%4.60%Q4 2016Q3 202325
Westside Investment Management, Inc. 1510.00%0.08%0.24%Q4 2016Q3 202325
Fisher Asset Management, LLC 2110.00%0.00%0.01%Q1 2014Q3 202325
Verdence Capital Advisors LLC 24240.29%0.45%0.62%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.10%0.49%1.00%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.10%0.31%0.69%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24242.89%3.76%4.69%Q4 2017Q3 202324
DeDora Capital, Inc. 24246.19%7.73%11.76%Q4 2017Q3 202324
Brickley Wealth Management 24240.87%5.39%8.48%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.28%0.62%1.00%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.07%0.56%1.16%Q4 2017Q3 202324
Merit Financial Group, LLC 24246.08%20.74%34.38%Q4 2017Q3 202324
WoodTrust Financial Corp 24240.24%0.38%0.45%Q4 2017Q3 202324
Ancora Advisors LLC 2310.01%0.03%0.08%Q4 2016Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 242411.63%14.88%18.08%Q4 2017Q3 202324
Capital Analysts, LLC 2310.00%0.16%0.49%Q4 2014Q3 202324
White Lighthouse Investment Management Inc. 24245.17%12.00%16.24%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.75%1.54%2.40%Q4 2017Q3 202324
Calamos Wealth Management LLC 1120.02%0.03%0.04%Q1 2017Q3 202324
Keel Point, LLC 2130.04%0.28%1.23%Q4 2016Q3 202324
McIlrath & Eck, LLC 24248.61%14.16%18.09%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.31%1.22%1.69%Q4 2017Q3 202324
OPTIMUM INVESTMENT ADVISORS 1950.00%0.00%0.01%Q1 2014Q3 202224
Eldridge Investment Advisors, Inc. 24240.23%0.32%0.39%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.18%0.31%Q4 2017Q3 202324
IFG Advisory, LLC 24240.38%0.47%0.56%Q4 2017Q3 202324
GUYASUTA INVESTMENT ADVISORS INC 1410.02%0.09%0.18%Q2 2016Q3 202324
Tower View Wealth Management LLC 24241.63%2.11%2.44%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24243.62%5.76%7.49%Q4 2017Q3 202324
ORSER CAPITAL MANAGEMENT, LLC 24240.46%0.95%1.72%Q4 2017Q3 202324
Financial Advisors Network, Inc. 1714.24%7.52%12.95%Q4 2016Q3 202324
CENTAURUS FINANCIAL, INC. 24240.05%0.34%0.94%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.14%0.89%2.59%Q4 2017Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24242.75%3.95%5.37%Q4 2017Q3 202324
KWMG, LLC 24240.12%0.48%0.80%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.24%0.36%0.54%Q4 2017Q3 202324
Rossmore Private Capital 24240.18%0.30%0.75%Q4 2017Q3 202324
Hirtle Callaghan & Co LLC 24240.03%2.59%4.44%Q4 2017Q3 202324
RFG Advisory, LLC 1950.04%0.55%2.15%Q3 2017Q3 202324
Roundview Capital LLC 24240.03%0.05%0.07%Q4 2017Q3 202324
OGOREK ANTHONY JOSEPH /NY/ /ADV 24242.58%12.66%24.02%Q4 2017Q3 202324
CALTON & ASSOCIATES, INC. 24240.08%0.73%2.44%Q4 2017Q3 202324
GenTrust, LLC 24240.04%0.07%0.11%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.03%0.07%0.12%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.64%0.99%1.33%Q4 2017Q3 202324
Schwab Charitable Fund 24240.10%0.32%0.68%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.01%0.09%0.13%Q4 2017Q3 202324
Brightworth 24240.04%0.08%0.18%Q4 2016Q3 202224
FARMERS TRUST CO 24240.11%0.14%0.20%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 2040.04%0.10%0.26%Q1 2017Q3 202324
INR ADVISORY SERVICES LLC 242416.36%17.92%19.49%Q2 2013Q1 201924
FRONTIER INVESTMENT MGMT CO 1350.04%0.13%0.23%Q1 2014Q2 202024
Personal Capital Advisors Corp 24240.01%0.02%0.03%Q1 2017Q4 202224
Goldstein Munger & Associates 24240.11%0.36%0.47%Q4 2016Q3 202224
Carmichael Hill & Associates, Inc. 24240.25%0.38%0.56%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.00%0.00%Q1 2018Q4 202324
Sound Income Strategies, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
MADISON INVESTMENT HOLDINGS INC 24240.10%1.30%2.08%Q4 2013Q3 201924
Hochman Cole Investment Advisors, Inc. 24241.48%1.93%3.06%Q4 2015Q3 202124
Jacobi Capital Management LLC 2310.00%0.03%0.07%Q2 2016Q3 202324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.12%0.28%0.78%Q4 2017Q3 202324
Corient Capital Partners, LLC 24240.17%0.25%0.31%Q3 2016Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.79%0.88%0.96%Q4 2017Q3 202324
Barnett & Company, Inc. 24240.01%0.02%0.03%Q1 2016Q4 202124
CHEMICAL BANK 24240.53%1.13%1.40%Q3 2013Q2 201924
Belpointe Asset Management LLC 1860.18%0.52%0.96%Q3 2017Q3 202324
Towerpoint Wealth, LLC 24243.09%7.60%11.85%Q4 2017Q3 202324
Private Ocean, LLC 23230.04%0.08%0.22%Q1 2018Q3 202323
Select Asset Management & Trust 12110.57%2.71%12.81%Q4 2013Q3 202323
TRUST CO OF VERMONT 23230.00%0.02%0.05%Q1 2018Q3 202323
Wealthquest Corp 1440.07%0.24%0.40%Q4 2014Q3 202323
BDO Wealth Advisors, LLC 2210.03%0.08%0.46%Q2 2017Q2 202323
MERITAGE PORTFOLIO MANAGEMENT 1610.02%0.21%2.42%Q3 2017Q3 202323
CreativeOne Wealth, LLC 23232.07%3.31%5.12%Q1 2018Q3 202323
Peninsula Wealth, LLC 232315.73%21.19%23.99%Q1 2018Q3 202323
Advanced Asset Management Advisors Inc 2031.98%4.97%7.08%Q4 2017Q3 202323
Ullmann Wealth Partners Group, LLC 1920.07%0.13%0.19%Q1 2017Q3 202323
Bedel Financial Consulting, Inc. 23230.20%0.40%0.68%Q4 2017Q2 202323
180 WEALTH ADVISORS, LLC 1490.07%0.12%0.19%Q4 2017Q3 202323
MGO ONE SEVEN LLC 2120.07%0.52%0.90%Q4 2017Q3 202323
ARTHUR M. COHEN & ASSOCIATES, LLC 1410.05%0.08%0.10%Q3 2014Q3 202323
FULTON BANK, N.A. 1510.01%0.02%0.07%Q1 2017Q4 202323
Covenant Asset Management, LLC 23230.16%0.28%0.38%Q1 2018Q3 202323
Doyle Wealth Management 23230.08%0.12%0.20%Q1 2017Q3 202223
Aries Wealth Management 1762.00%2.37%2.76%Q4 2017Q3 202323
SFMG, LLC 23230.03%0.05%0.06%Q1 2018Q3 202323
Bernicke Wealth Management, Ltd. 23230.86%2.10%6.52%Q4 2014Q2 202023
Strategic Wealth Partners Group, LLC 960.23%0.35%0.56%Q4 2016Q3 202323
WealthPLAN Partners, LLC 1210.01%0.04%0.14%Q1 2015Q4 202323
Fiera Capital Corp 23230.01%0.02%0.03%Q2 2015Q4 202023
Vigilant Capital Management, LLC 1020.01%0.06%0.17%Q3 2014Q2 202323
Winch Advisory Services, LLC 1720.00%0.23%2.01%Q1 2014Q3 202323
Continuum Advisory, LLC 1410.12%0.31%0.53%Q1 2017Q3 202323
Northstar Group, Inc. 23230.13%0.65%1.08%Q1 2018Q3 202323
Windsor Wealth Management, Inc. 23230.06%0.21%0.40%Q1 2018Q3 202323
Veritable, L.P. 1810.00%0.03%0.07%Q4 2013Q2 202323
NewFocus Financial Group, LLC 1850.07%0.37%1.26%Q4 2014Q4 202023
McAdam, LLC 23230.06%0.10%0.16%Q1 2018Q3 202323
Baker Ellis Asset Management LLC 23230.04%0.07%0.10%Q2 2014Q4 201923
Mutual Advisors, LLC 23230.14%0.42%0.76%Q1 2018Q3 202323
MARINO, STRAM & ASSOCIATES LLC 1491.02%3.48%5.12%Q4 2017Q3 202323
Stonehearth Capital Management, LLC 1320.14%0.32%3.69%Q4 2014Q1 202223
Glassman Wealth Services 2210.00%0.04%0.08%Q1 2016Q3 202323
Edelman Financial Services, LLC 23230.00%18.48%26.12%Q2 2013Q4 201823
Royal Fund Management, LLC 1510.00%0.94%2.59%Q1 2017Q3 202322
Edgestream Partners, L.P. 510.01%0.36%1.47%Q2 2014Q3 202322
Patten Group, Inc. 1720.00%0.11%0.27%Q2 2015Q3 202322
CWA Asset Management Group, LLC 22220.02%0.10%0.24%Q2 2018Q3 202322
Verus Financial Partners, Inc. 1420.04%0.06%0.10%Q3 2017Q3 202322
PFG Advisors 1751.22%1.75%2.31%Q4 2017Q3 202322
FENIMORE ASSET MANAGEMENT INC 22220.04%0.04%0.05%Q2 2018Q3 202322
Icon Wealth Partners, LLC 1930.11%0.24%0.58%Q4 2017Q3 202322
StoneX Group Inc. 1930.10%0.90%1.54%Q2 2017Q3 202322
Financial Engines Advisors L.L.C. 2110.00%9.68%17.06%Q1 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.00%0.01%Q2 2018Q3 202322
PLANNING DIRECTIONS INC 1481.30%2.16%3.01%Q1 2018Q3 202322
Certified Advisory Corp 11110.91%2.75%5.00%Q4 2017Q3 202322
Acropolis Investment Management, LLC 1930.02%0.25%0.57%Q4 2017Q3 202322
Pathway Financial Advisors LLC 1486.30%10.11%14.07%Q4 2017Q3 202322
ALPINE WOODS CAPITAL INVESTORS, LLC 22220.04%0.15%0.40%Q2 2018Q3 202322
REGENTATLANTIC CAPITAL LLC 1010.01%1.82%8.25%Q4 2014Q3 202222
Dakota Wealth Management 22220.16%0.51%0.85%Q2 2018Q3 202322
Arrow Investment Advisors, LLC 1211.03%6.29%13.21%Q1 2014Q3 202322
Chevy Chase Trust Holdings, LLC 1530.00%0.00%0.00%Q3 2014Q3 202322
MONETTA FINANCIAL SERVICES INC 22222.16%4.06%4.97%Q2 2013Q3 201822
CX Institutional 22220.22%0.69%1.78%Q2 2018Q3 202322
Cornerstone Advisors, Inc. 21210.05%0.22%0.37%Q3 2015Q3 202021
Pinnacle Bancorp, Inc. 2010.26%0.38%0.56%Q1 2017Q3 202321
BLB&B Advisors, LLC 1740.08%0.47%0.89%Q2 2013Q3 202321
Circle Wealth Management, LLC 21210.02%0.10%0.14%Q3 2018Q3 202321
FRANKLIN RESOURCES INC 1920.00%0.00%0.01%Q3 2016Q3 202321
ARROW FINANCIAL CORP 21210.02%0.02%0.03%Q3 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.16%0.29%0.67%Q4 2018Q4 202321
BerganKDV Wealth Management, LLC 21210.03%0.04%0.06%Q2 2018Q2 202321
CAHILL FINANCIAL ADVISORS INC 1290.14%0.93%4.43%Q3 2016Q3 202321
Shepherd Financial Partners LLC 1920.04%0.14%0.24%Q2 2018Q3 202321
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1920.03%0.05%0.06%Q2 2018Q3 202321
Members Trust Co 1420.64%0.89%1.28%Q2 2016Q3 202321
Pasadena Private Wealth, LLC 20200.00%13.23%28.00%Q4 2018Q3 202321
PACIFIC FINANCIAL GROUP INC 1910.04%1.56%7.30%Q1 2014Q3 202321
Lowe Wealth Advisors, LLC 21210.00%0.03%0.10%Q4 2018Q4 202321
WINTRUST INVESTMENTS LLC 11100.04%0.05%0.06%Q2 2018Q3 202321
PATHSTONE FAMILY OFFICE, LLC 21210.00%0.34%1.11%Q3 2018Q3 202321
Clarus Wealth Advisors 21210.13%1.10%2.45%Q2 2018Q2 202321
Sheaff Brock Investment Advisors, LLC 1610.02%0.04%0.06%Q4 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.70%1.19%2.17%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 1920.02%0.06%0.11%Q1 2017Q3 202321
Highland Private Wealth Management 1830.05%0.09%0.31%Q2 2017Q3 202221
Starfire Investment Advisers, Inc. 11100.25%0.42%0.59%Q1 2015Q2 202021
Winslow, Evans & Crocker, Inc. 21210.00%0.06%0.27%Q4 2015Q4 202021
TELEMUS CAPITAL, LLC 2010.02%0.03%0.04%Q4 2017Q3 202321
SANDERS MORRIS HARRIS LLC 1220.06%0.13%0.53%Q1 2016Q1 202221
JANUS HENDERSON GROUP PLC 1230.00%0.00%0.00%Q2 2017Q2 202321
COURIER CAPITAL LLC 21210.02%0.04%0.05%Q1 2017Q1 202221
SPC Financial, Inc. 1710.04%1.24%2.42%Q2 2013Q3 202321
Strategic Financial Services, Inc, 1920.02%0.03%0.04%Q2 2018Q3 202321
Rezny Wealth Management, Inc. 21210.02%12.58%19.11%Q3 2018Q3 202321
Clear Perspective Advisors, LLC 21210.06%1.66%2.39%Q4 2016Q4 202121
MARSHALL FINANCIAL GROUP INC /ADV 20200.33%1.33%3.48%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.25%0.31%0.36%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20202.68%3.83%4.67%Q4 2018Q3 202320
Truvestments Capital LLC 1220.02%1.31%4.70%Q2 2018Q3 202320
Magnus Financial Group LLC 20200.29%1.40%4.03%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20203.65%16.08%31.06%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.02%2.48%8.47%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.45%0.91%1.37%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.04%0.08%0.39%Q4 2018Q3 202320
Claro Advisors LLC 20200.19%0.63%1.24%Q4 2018Q3 202320
Black Diamond Financial, LLC 20203.62%4.80%6.00%Q4 2018Q3 202320
ELEMENT POINTE ADVISORS, LLC 20200.73%2.07%3.72%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20201.13%3.58%6.60%Q4 2018Q3 202320
WealthOne, LLC 20208.90%13.09%16.30%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20201.64%3.31%8.24%Q4 2018Q3 202320
Hardy Reed LLC 20200.17%1.32%2.38%Q4 2018Q3 202320
Total Wealth Planning, LLC 20207.84%9.27%10.64%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20206.31%9.41%14.33%Q4 2018Q3 202320
VALLEY WEALTH MANAGERS, INC. 1420.00%0.04%0.08%Q4 2016Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20201.24%1.61%2.19%Q4 2018Q3 202320
BADGLEY PHELPS & BELL INC 830.01%0.29%0.67%Q4 2013Q2 202120
OLD SECOND NATIONAL BANK OF AURORA 1910.00%0.01%0.03%Q4 2014Q3 202320
WEDBUSH SECURITIES INC 20200.08%0.13%0.20%Q4 2018Q3 202320
Clearstead Advisors, LLC 1550.00%0.09%0.32%Q4 2016Q3 202320
MONTAG A & ASSOCIATES INC 20200.04%0.07%0.17%Q4 2018Q3 202320
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1190.01%0.03%0.06%Q2 2013Q4 202120
HOWE & RUSLING INC 1410.00%0.01%0.07%Q2 2016Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.47%0.83%1.50%Q4 2018Q3 202320
SCS Capital Management LLC 20200.02%0.14%0.92%Q4 2018Q3 202320
JENNISON ASSOCIATES LLC 1010.00%0.00%0.00%Q4 2017Q3 202320
NORTHWEST INVESTMENT COUNSELORS, LLC 20200.10%0.13%0.16%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.60%0.83%1.02%Q4 2018Q3 202320
American Portfolios Advisors 20201.28%1.69%1.95%Q4 2017Q3 202220
Freestone Capital Holdings, LLC 20200.01%0.07%0.16%Q4 2018Q3 202320
Avidian Wealth Solutions, LLC 20200.04%0.09%0.19%Q4 2018Q3 202320
McKinley Carter Wealth Services, Inc. 1210.02%0.48%1.02%Q3 2015Q3 202320
DFPG INVESTMENTS, LLC 20200.15%0.47%0.89%Q4 2018Q3 202320
FIRST BUSINESS FINANCIAL SERVICES, INC. 20200.03%0.05%0.06%Q4 2018Q3 202320
MATHER GROUP, LLC. 20200.62%2.45%4.15%Q4 2018Q3 202320
Madden Advisory Services, Inc. 1310.00%0.19%0.40%Q1 2014Q3 202320
Executive Wealth Management, LLC 20200.05%0.14%0.51%Q4 2018Q3 202320
HoyleCohen, LLC 20200.14%0.58%1.16%Q4 2018Q3 202320
JFS WEALTH ADVISORS, LLC 1220.00%0.01%0.05%Q3 2014Q3 202220
JANICZEK WEALTH MANAGEMENT, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
One Day In July LLC 20200.11%2.87%4.97%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.10%0.22%Q4 2013Q3 201820
Sequoia Financial Advisors, LLC 1280.03%0.11%0.78%Q3 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.18%0.41%0.98%Q2 2016Q1 202120
Tradewinds Capital Management, LLC 1550.01%0.03%0.07%Q2 2015Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.10%0.19%Q4 2018Q3 202320
TFG Advisers LLC 20200.15%0.20%0.22%Q4 2018Q3 202320
MV CAPITAL MANAGEMENT, INC. 20200.07%0.15%0.19%Q4 2018Q3 202320
Ellevest, Inc. 20200.02%0.14%0.43%Q4 2018Q3 202320
Lido Advisors, LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.27%0.38%0.53%Q4 2018Q3 202320
Laurel Wealth Advisors, Inc. 20200.09%0.24%0.64%Q1 2018Q4 202220
MANAGED ACCOUNT SERVICES INC 20201.28%2.69%5.19%Q4 2016Q3 202120
TPG Financial Advisors, LLC 20202.55%4.02%5.65%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.14%0.84%1.94%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.20%0.29%0.41%Q4 2018Q3 202320
ROTHSCHILD INVESTMENT LLC /IL 20200.18%0.36%0.66%Q4 2018Q3 202320
Csenge Advisory Group 20200.08%0.25%0.53%Q4 2018Q3 202320
Bogart Wealth, LLC 1320.00%0.05%0.71%Q3 2017Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.71%0.97%1.46%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.11%0.49%0.84%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.14%0.26%0.54%Q4 2018Q3 202320
ERn Financial, LLC 20200.28%1.82%3.54%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20206.22%8.29%10.08%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.88%1.24%1.60%Q4 2018Q3 202320
MA Private Wealth 20201.02%2.93%6.34%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20202.62%3.42%4.14%Q4 2018Q3 202320
Aspire Private Capital, LLC 20203.47%4.77%5.88%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.50%1.91%3.43%Q4 2017Q4 202220
Robertson Stephens Wealth Management, LLC 20201.21%2.04%3.94%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.33%0.52%0.70%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.07%0.15%0.27%Q4 2018Q3 202320
Outlook Wealth Advisors, LLC 20200.13%0.82%1.48%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20201.42%2.25%3.37%Q4 2018Q3 202320
Larson Financial Group LLC 20200.01%0.04%0.08%Q4 2018Q3 202320
F3Logic, LLC 20200.04%0.43%1.42%Q1 2018Q4 202220
Gladstone Institutional Advisory LLC 20200.29%0.90%4.35%Q4 2018Q3 202320
Private Portfolio Partners LLC 20205.54%7.22%8.51%Q4 2018Q3 202320
RHS Financial, LLC 20200.30%0.47%0.63%Q4 2018Q3 202320
GABLES CAPITAL MANAGEMENT INC. 20200.00%0.09%0.19%Q4 2018Q3 202320
Principle Wealth Partners LLC 20201.55%4.39%7.36%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.38%0.67%1.23%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20203.92%6.07%7.50%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20200.04%1.46%2.53%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.18%0.27%0.36%Q4 2018Q3 202320
MONECO Advisors, LLC 20202.64%5.38%8.76%Q4 2018Q3 202320
OXFORD FINANCIAL GROUP, LTD. LLC 19190.02%0.05%0.09%Q1 2019Q3 202319
Summit Financial, LLC 1630.07%3.66%6.73%Q4 2018Q3 202319
ACG Wealth 1510.03%0.14%0.28%Q2 2014Q3 202219
TSFG, LLC 19190.02%0.11%0.31%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.15%0.26%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.07%0.28%0.42%Q4 2018Q3 202319
Almanack Investment Partners, LLC. 1010.04%0.10%0.28%Q3 2017Q3 202319
LYELL WEALTH MANAGEMENT, LP 19190.04%0.06%0.12%Q1 2019Q3 202319
Lenox Wealth Advisors, LLC 1810.04%0.09%0.14%Q1 2016Q1 202219
Institute for Wealth Management, LLC. 19190.24%0.80%1.06%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.51%0.70%0.86%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.26%0.69%1.36%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.41%0.66%1.06%Q1 2019Q3 202319
Lee Financial Co 19190.00%0.01%0.02%Q1 2019Q3 202319
Karpus Management, Inc. 19190.18%1.04%2.95%Q1 2019Q3 202319
TrinityPoint Wealth, LLC 19190.04%0.07%0.13%Q1 2019Q3 202319
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
WASHINGTON TRUST Co 1510.01%0.02%0.03%Q4 2014Q3 202319
Altium Wealth Management LLC 19190.28%0.62%1.40%Q4 2017Q2 202219
Capital Asset Advisory Services LLC 1630.02%0.36%1.84%Q4 2016Q3 202319
Lantz Financial LLC 19190.26%0.40%0.52%Q1 2019Q3 202319
Alaska Wealth Advisors 1630.06%0.15%0.20%Q4 2018Q3 202319
1834 INVESTMENT ADVISORS CO 19190.01%0.02%0.04%Q4 2017Q2 202219
Claraphi Advisory Network, LLC 19190.24%0.36%0.58%Q4 2017Q2 202219
Graves Light Lenhart Wealth, Inc. 19190.08%0.22%0.29%Q1 2019Q3 202319
Perigon Wealth Management, LLC 1610.02%0.08%0.19%Q3 2011Q3 202319
AllSquare Wealth Management LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19193.22%4.43%4.95%Q2 2013Q4 201719
NATIONAL PLANNING CORP 19190.67%2.11%7.25%Q2 2013Q4 201719
LAKE STREET FINANCIAL LLC 19191.82%2.87%5.32%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.02%0.07%0.26%Q1 2019Q3 202319
ROMAN BUTLER FULLERTON & CO 19190.39%1.00%1.33%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.10%0.23%0.67%Q4 2018Q2 202319
Legend Financial Advisors, Inc. 1090.02%1.39%5.26%Q4 2018Q3 202319
Trilogy Capital Inc. 1410.01%0.60%3.42%Q1 2018Q3 202319
RDA Financial Network 19190.12%0.17%0.26%Q1 2019Q3 202319
Private Capital Group, LLC 19192.79%5.66%6.85%Q4 2017Q2 202219
Wealthspire Advisors, L.P. 1450.01%0.07%0.40%Q4 2015Q3 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NICOLET ADVISORY SERVICES, LLC 19191.02%1.63%2.29%Q1 2019Q3 202319
Intercontinental Wealth Advisors, LLC 1210.01%0.19%0.59%Q4 2015Q2 202319
Bremer Bank National Association 19190.06%0.12%0.15%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.01%Q3 2018Q3 202319
Fragasso Group Inc. 1540.03%0.16%0.68%Q4 2013Q4 202319
SII INVESTMENTS INC/WI 19192.49%3.73%4.66%Q2 2013Q4 201719
Garrett Wealth Advisory Group, LLC 19190.12%0.21%0.32%Q1 2019Q3 202319
Wells Trecaso Financial Group, LLC 1450.11%0.42%0.88%Q3 2018Q3 202319
Zions Bancorporation, N.A. 19190.26%0.54%1.51%Q1 2019Q3 202319
Integrated Investment Consultants, LLC 710.00%0.22%0.83%Q1 2016Q1 202219
DAVIS R M INC 1610.01%0.01%0.02%Q3 2018Q3 202318
IRON Financial LLC 1620.11%0.24%0.39%Q2 2018Q3 202318
RITHOLTZ WEALTH MANAGEMENT 18180.02%0.05%0.14%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.60%0.77%0.92%Q2 2013Q3 201718
Smith, Salley & Associates 18180.06%0.12%0.17%Q2 2019Q3 202318
Jackson Hole Capital Partners, LLC 18180.47%0.95%1.58%Q2 2019Q3 202318
Zhang Financial LLC 18180.08%0.17%0.31%Q2 2019Q3 202318
Bison Wealth, LLC 1710.00%0.10%0.27%Q2 2018Q2 202318
FORT PITT CAPITAL GROUP, LLC 18180.03%0.04%0.06%Q2 2019Q3 202318
MEANS INVESTMENT CO., INC. 18180.06%0.07%0.09%Q2 2019Q3 202318
Allen Investment Management, LLC 1410.01%0.03%0.32%Q3 2018Q3 202318
NorthRock Partners, LLC 1710.11%0.32%1.51%Q4 2015Q3 202318
Versant Capital Management, Inc 1080.00%0.05%0.10%Q4 2015Q4 202318
BANK OF STOCKTON 1530.08%0.13%0.17%Q1 2019Q3 202318
Traynor Capital Management, Inc. 18180.06%0.08%0.12%Q2 2019Q3 202318
Elwood & Goetz Wealth Advisory Group, LLC 18180.11%0.20%0.29%Q2 2019Q3 202318
SVB WEALTH LLC 18180.00%0.04%0.08%Q2 2019Q3 202318
Keeler Thomas Management LLC 18180.14%1.70%5.84%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1712.13%4.01%5.46%Q4 2018Q3 202318
Cribstone Capital Management, LLC 18180.00%0.03%0.10%Q4 2016Q1 202118
INVESTMENT CENTERS OF AMERICA INC 18180.43%2.36%3.05%Q2 2013Q3 201718
CNB Bank 1310.00%0.02%0.12%Q4 2017Q1 202318
BECKER CAPITAL MANAGEMENT INC 1530.01%0.34%2.07%Q2 2014Q3 202318
Brio Consultants, LLC 1440.13%1.62%3.19%Q4 2018Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
MEEDER ASSET MANAGEMENT INC 1310.01%0.20%1.26%Q4 2018Q3 202318
Brand Asset Management Group, Inc. 1260.02%0.09%0.40%Q2 2018Q3 202318
THOMPSON SIEGEL & WALMSLEY LLC 1210.00%0.00%0.00%Q2 2017Q3 202318
SG Americas Securities, LLC 620.00%0.02%0.06%Q3 2013Q3 201818
Keystone Financial Group 1620.11%0.40%0.67%Q1 2019Q3 202318
Independence Advisors, LLC 181810.20%11.88%13.51%Q2 2016Q3 202018
PATTON ALBERTSON MILLER GROUP, LLC 18180.10%0.19%0.29%Q2 2019Q3 202318
Braun-Bostich & Associates Inc. 810.15%0.35%0.69%Q4 2017Q3 202318
Noven Financial Group, Inc. 1171.91%6.23%13.45%Q4 2013Q1 202018
INGALLS & SNYDER LLC 18180.05%0.08%0.15%Q2 2019Q3 202318
Resource Planning Group 18180.57%0.91%1.27%Q2 2019Q3 202318
Lincoln Capital LLC 18180.10%0.19%0.25%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18180.27%0.35%0.42%Q2 2013Q3 201718
TAP Consulting, LLC 1710.32%0.90%2.19%Q1 2019Q3 202318
JT Stratford LLC 1410.19%0.81%1.16%Q3 2018Q3 202318
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.00%0.03%0.04%Q2 2019Q3 202318
Campbell Wealth Management 1085.51%7.37%9.07%Q4 2018Q3 202318
FIRST FINANCIAL CORP /IN/ 18180.04%0.05%0.11%Q2 2019Q3 202318
WESBANCO BANK INC 1170.02%0.04%0.08%Q1 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.06%0.07%0.08%Q1 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.26%0.37%0.49%Q2 2019Q3 202318
Carlson Capital Management 1440.02%0.06%0.12%Q1 2019Q3 202318
SP Asset Management 18180.09%1.27%2.60%Q2 2018Q3 202218
SECURITY NATIONAL BANK OF SO DAK 910.24%0.79%1.35%Q3 2018Q3 202318
LANDAAS & CO /WI /ADV 1510.12%0.16%0.19%Q3 2017Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.09%0.18%0.38%Q1 2019Q3 202318
Kingfisher Capital LLC 1710.03%0.27%0.34%Q4 2015Q3 202318
FIRST NATIONAL BANK OF OMAHA 17170.01%0.15%0.42%Q3 2019Q3 202317
Capital Advisory Group Advisory Services, LLC 1520.01%0.02%0.03%Q1 2018Q2 202217
FIFTH THIRD SECURITIES, INC. 810.39%1.48%2.21%Q1 2016Q3 202317
WealthBridge Capital Management, LLC 1320.09%0.13%0.31%Q4 2018Q3 202317
Windham Capital Management, LLC 17171.29%2.06%4.92%Q3 2019Q3 202317
STEPHENS GROUP ASSET MANAGEMENT, LLC 1611.20%9.59%11.95%Q4 2018Q3 202317
JOYN Advisors, Inc. 1610.01%7.59%10.75%Q3 2013Q1 202017
KG&L Capital Management,LLC 17170.21%0.68%0.87%Q3 2019Q3 202317
SIMPLEX TRADING, LLC 710.00%0.01%0.03%Q1 2016Q2 202317
APPLETON PARTNERS INC/MA 17170.02%0.03%0.05%Q4 2019Q4 202317
Polaris Wealth Advisory Group, LLC 510.02%0.04%0.12%Q2 2013Q3 202317
PARK AVENUE SECURITIES LLC 1410.04%0.07%0.14%Q1 2019Q3 202317
WFG Advisors, LP 17170.11%0.35%0.70%Q2 2013Q2 201717
Jacobsen Capital Management 14310.59%13.26%17.02%Q2 2019Q3 202317
CADENCE BANK NA 17170.14%0.19%0.25%Q2 2018Q2 202217
Avestar Capital, LLC 1410.03%1.60%3.16%Q4 2017Q3 202317
Clear Creek Financial Management, LLC 1070.08%0.28%1.51%Q2 2019Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.01%0.05%0.08%Q2 2017Q2 202117
Hubbell Strickland Wealth Management, LLC 17173.49%4.47%5.46%Q3 2019Q3 202317
FIRST FOUNDATION ADVISORS 17170.01%0.03%0.04%Q3 2019Q3 202317
USCA RIA LLC 17170.06%0.34%0.62%Q2 2017Q2 202117
YorkBridge Wealth Partners, LLC 1160.01%0.08%0.37%Q4 2016Q4 202217
KCM INVESTMENT ADVISORS LLC 17170.04%0.11%0.16%Q3 2019Q3 202317
O'Brien Wealth Partners LLC 1310.03%0.21%0.70%Q1 2018Q3 202317
WEST PACES ADVISORS INC. 17170.03%0.06%0.08%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.12%0.21%0.28%Q4 2019Q4 202317
Riverpoint Wealth Management Holdings, LLC 17170.07%1.64%2.16%Q3 2017Q3 202117
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.64%2.90%13.11%Q4 2018Q3 202317
Well Done, LLC 1410.02%0.23%0.77%Q1 2018Q3 202317
Vestmark Advisory Solutions, Inc. 1430.05%0.11%0.15%Q1 2019Q2 202317
Dorsey & Whitney Trust CO LLC 17170.27%0.34%0.49%Q3 2019Q3 202317
Valmark Advisers, Inc. 17170.01%0.02%0.04%Q3 2019Q3 202317
Community Bank, N.A. 17170.02%0.03%0.04%Q3 2019Q3 202317
RNC CAPITAL MANAGEMENT LLC 1520.01%0.02%0.03%Q1 2019Q2 202317
Avondale Wealth Management 17170.03%0.04%0.07%Q3 2019Q3 202317
MATRIX ASSET ADVISORS INC/NY 17170.04%0.09%0.21%Q3 2019Q3 202317
Sowell Financial Services LLC 720.06%0.23%0.96%Q1 2018Q3 202317
MADISON WEALTH MANAGEMENT 16160.07%0.13%0.17%Q4 2019Q3 202316
Venture Visionary Partners LLC 16161.64%2.78%5.08%Q4 2019Q3 202316
Van Hulzen Asset Management, LLC 1120.02%0.07%0.11%Q3 2017Q3 202316
Trek Financial, LLC 1510.08%0.54%3.20%Q4 2018Q3 202316
John W. Brooker & Co., CPAs 16160.14%0.18%0.24%Q4 2019Q3 202316
HL FINANCIAL SERVICES LLC 910.00%0.01%0.04%Q2 2013Q1 201916
Cedar Mountain Advisors, LLC 16160.08%0.12%0.15%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.33%0.50%0.88%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.47%0.64%0.79%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.03%0.15%Q4 2019Q3 202316
ROWLANDMILLER & PARTNERS.ADV 16160.08%0.10%0.11%Q1 2020Q4 202316
Hanlon Investment Management, Inc. 16160.65%3.78%5.70%Q4 2019Q3 202316
Fort Sheridan Advisors LLC 16160.15%0.19%0.23%Q4 2019Q3 202316
Quad-Cities Investment Group, LLC 1060.01%0.15%0.27%Q2 2018Q3 202316
Day & Ennis, LLC 1330.08%0.13%0.20%Q3 2019Q3 202316
West Coast Financial LLC 1410.04%0.05%0.11%Q3 2017Q3 202316
Disciplined Investments, LLC 16160.30%1.55%3.38%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 16167.82%11.37%15.55%Q4 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1510.00%0.02%0.05%Q3 2018Q3 202316
Kore Private Wealth LLC 16160.11%0.17%0.26%Q4 2018Q3 202216
CERTUITY, LLC 16160.11%0.44%0.96%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.29%0.42%0.53%Q4 2019Q3 202316
Sand Hill Global Advisors, LLC 16160.09%0.18%0.35%Q3 2019Q2 202316
VIRIDIAN RIA, LLC 1422.22%3.99%5.26%Q1 2018Q1 202216
Cresset Asset Management, LLC 1510.01%0.16%0.37%Q3 2019Q3 202316
Compass Ion Advisors, LLC 16160.16%0.28%0.59%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.41%0.61%Q4 2019Q3 202316
S.A. Mason LLC 16160.30%0.39%0.48%Q4 2019Q3 202316
TRUEFG, LLC 16160.54%0.74%0.90%Q4 2019Q3 202316
LPWM LLC 16160.26%0.45%0.60%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.12%0.19%0.25%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16165.52%6.78%8.38%Q4 2017Q3 202116
Klingman & Associates, LLC 16160.05%0.06%0.08%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.81%2.47%4.35%Q4 2019Q3 202316
Financial Enhancement Group LLC 16160.01%0.02%0.04%Q1 2018Q4 202116
FIRST HAWAIIAN BANK 1010.00%0.03%0.04%Q4 2013Q1 202216
GILL CAPITAL PARTNERS, LLC 16160.17%2.17%4.50%Q1 2020Q4 202316
Emerald Advisors, LLC 16161.09%1.42%1.82%Q4 2019Q3 202316
TL Private Wealth 161615.34%18.35%21.63%Q4 2019Q3 202316
Fusion Capital, LLC 16162.89%3.57%4.17%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16161.38%1.57%1.97%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.37%0.66%1.13%Q4 2019Q3 202316
Advisors Capital Management, LLC 16160.01%0.08%0.33%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.06%0.33%0.56%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16161.00%1.35%1.57%Q4 2019Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.14%0.79%2.30%Q4 2019Q3 202316
RPG Investment Advisory, LLC 16160.00%0.00%0.00%Q4 2017Q3 202116
Maltin Wealth Management, Inc. 16160.30%0.39%0.48%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.03%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.03%0.32%0.49%Q4 2019Q3 202316
Archer Investment Corp 16160.03%0.17%0.26%Q4 2019Q3 202316
360 Financial, Inc. 16160.38%0.60%0.71%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.30%0.41%0.63%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.16%0.21%0.39%Q4 2019Q3 202316
Apexium Financial, LP 16160.22%0.45%0.85%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.17%0.26%0.39%Q4 2019Q3 202316
CITIZENS FINANCIAL GROUP INC/RI 16160.00%0.19%0.31%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16164.39%4.71%5.16%Q4 2019Q3 202316
Estate Counselors, LLC 910.13%0.80%2.02%Q4 2014Q3 202316
Blue Zone Wealth Advisors, LLC 16160.27%0.58%0.89%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.70%1.18%1.44%Q4 2019Q3 202316
Mayfair Advisory Group, LLC 16161.76%3.06%4.90%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.06%0.09%0.18%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.05%0.11%0.14%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.21%0.29%0.35%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.21%0.50%0.62%Q4 2019Q3 202316
Roble, Belko & Company, Inc 970.01%0.01%0.02%Q2 2019Q2 202316
Equitable Holdings, Inc. 16162.68%3.75%4.91%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.03%0.51%0.73%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.42%0.75%1.10%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.04%0.07%0.08%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.07%0.14%0.20%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.70%1.39%2.99%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16164.78%6.03%8.80%Q4 2019Q3 202316
MONEYWISE, INC. 1420.15%0.17%0.19%Q2 2017Q3 202316
HILLTOP WEALTH ADVISORS, LLC 16160.31%0.41%0.67%Q4 2019Q3 202316
Benchmark Wealth Management, LLC 161615.51%17.67%19.57%Q4 2019Q3 202316
Capital Bank & Trust Co 1240.00%0.00%0.01%Q2 2017Q2 202116
Seneca House Advisors 1510.12%0.49%0.69%Q4 2017Q4 202116
FAS Wealth Partners, Inc. 16160.01%0.01%0.03%Q4 2019Q3 202316
Partnervest Advisory Services LLC 1150.01%0.20%0.65%Q2 2013Q3 202016
TIAA CREF TRUST CO FSB/MO 16161.71%1.93%2.22%Q2 2013Q1 201716
EVOKE WEALTH, LLC 1510.02%0.03%0.04%Q3 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16165.64%11.81%15.47%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.84%1.36%4.34%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16161.96%2.83%3.90%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.32%3.90%6.98%Q4 2019Q3 202316
GFG Capital, LLC 16160.08%0.19%0.25%Q4 2019Q3 202316
Gleason Group, Inc. 16167.04%8.07%9.19%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.17%0.36%0.54%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16163.09%4.95%6.58%Q4 2019Q3 202316
TANDEM CAPITAL MANAGEMENT CORP /ADV 16160.43%0.56%0.62%Q4 2019Q3 202316
Dynamic Advisor Solutions LLC 16160.04%0.20%0.32%Q4 2019Q3 202316
NORTHSTAR ASSET MANAGEMENT LLC 16160.10%0.99%1.93%Q4 2019Q3 202316
DAVIDSON TRUST CO 16161.06%1.64%2.02%Q4 2019Q3 202316
One Wealth Advisors, LLC 1510.00%0.31%1.22%Q4 2017Q3 202316
Asset Allocation & Management Company, LLC 16160.92%1.38%1.99%Q4 2019Q3 202316
Bay Rivers Group 16162.62%3.09%4.05%Q4 2019Q3 202316
Retirement Group, LLC 1410.34%1.57%1.99%Q4 2019Q3 202315
Wealth Advisors of Iowa, LLC 15150.30%0.43%0.67%Q1 2020Q3 202315
Avion Wealth 15150.00%0.04%0.50%Q1 2020Q3 202315
Venturi Wealth Management, LLC 610.02%1.14%6.94%Q4 2015Q3 202315
Financial Services Advisory Inc 922.10%8.00%17.26%Q4 2017Q4 202115
Wellspring Financial Advisors, LLC 15152.08%2.67%3.19%Q1 2020Q3 202315
Telos Capital Management, Inc. 1210.03%0.06%0.14%Q2 2014Q1 202215
Tennessee Valley Asset Management Partners 920.13%0.15%0.17%Q3 2019Q3 202315
Independent Advisor Alliance 1310.01%0.12%0.79%Q1 2017Q3 202315
AMERICAN NATIONAL BANK 1320.00%0.02%0.09%Q4 2019Q3 202315
WEBSTER BANK, N. A. 1230.01%0.02%0.02%Q1 2017Q3 202315
Strategic Wealth Partners, Ltd. 870.00%0.16%1.26%Q4 2017Q1 202315
Bell Rock Capital LLC 1310.06%1.91%27.26%Q4 2016Q2 202215
Atlantic Union Bankshares Corp 15150.03%0.05%0.06%Q1 2020Q3 202315
DT Investment Partners, LLC 1410.14%0.69%5.51%Q2 2015Q3 202315
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 15150.14%0.53%1.00%Q1 2020Q3 202315
CHILTON CAPITAL MANAGEMENT LLC 15150.03%0.06%0.10%Q1 2020Q3 202315
Northwest Capital Management Inc 1410.20%0.48%0.78%Q4 2019Q3 202315
CBIZ Investment Advisory Services, LLC 964.60%16.21%27.65%Q4 2019Q3 202315
CARRET ASSET MANAGEMENT, LLC 15150.04%0.14%0.22%Q1 2020Q3 202315
MACKENZIE FINANCIAL CORP 1210.00%0.06%0.24%Q3 2017Q3 202115
One Charles Private Wealth Services, LLC 1231.50%2.32%4.10%Q4 2019Q3 202315
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1410.01%0.02%0.03%Q4 2019Q3 202315
First Bank & Trust 1320.03%0.06%0.07%Q2 2019Q3 202315
Gray Wealth Management Inc. 15154.64%6.04%6.98%Q1 2020Q3 202315
VESTOR CAPITAL, LLC 15150.02%1.40%1.97%Q3 2016Q1 202015
WOLVERINE ASSET MANAGEMENT LLC 15150.00%0.01%0.03%Q4 2015Q2 201915
PACIFIC SUN FINANCIAL CORP 610.34%0.43%0.51%Q1 2018Q2 202315
Prestige Wealth Management Group LLC 15150.01%4.72%8.08%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.08%0.15%0.21%Q4 2019Q3 202315
Enterprise Bank & Trust Co 1410.10%0.15%0.20%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1410.99%1.68%3.27%Q4 2019Q3 202315
SCOTIA CAPITAL INC. 15150.06%0.09%0.11%Q1 2020Q3 202315
Petix & Botte Co 1232.50%3.87%5.20%Q4 2019Q3 202315
Clark Capital Management Group, Inc. 720.00%0.12%0.64%Q1 2015Q3 202315
PrairieView Partners, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Wealthspire Advisors, LLC 15150.18%0.63%1.43%Q1 2020Q3 202315
Harborview Advisors, LLC 1140.15%0.22%0.27%Q4 2017Q3 202115
Portland Global Advisors LLC 1230.04%0.07%0.12%Q2 2019Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 875.49%7.32%9.14%Q4 2019Q3 202315
CABOT WEALTH MANAGEMENT INC 15150.08%0.42%0.65%Q3 2013Q1 201715
Epstein & White Financial LLC 15150.13%0.20%0.28%Q4 2017Q2 202115
KELLEHER FINANCIAL ADVISORS 15150.34%0.79%1.87%Q1 2020Q3 202315
CVA Family Office, LLC 15150.03%0.14%0.36%Q1 2020Q3 202315
CLIFFORD SWAN INVESTMENT COUNSEL LLC 610.01%0.01%0.02%Q4 2015Q4 202115
Kalos Management, Inc. 810.01%0.11%0.27%Q4 2015Q2 202315
WEALTH ADVISORS, INC. 15150.34%0.37%0.41%Q1 2020Q3 202315
SENTINEL PENSION ADVISORS INC 15150.77%1.55%2.50%Q1 2020Q3 202315
AUA CAPITAL MANAGEMENT, LLC 15150.11%0.57%0.90%Q1 2020Q3 202315
TMD & ASSOCIATES, INC 15152.72%9.79%15.71%Q4 2015Q2 201915
Peregrine Asset Advisers, Inc. 1410.05%0.16%0.53%Q3 2018Q3 202215
Austin Private Wealth, LLC 1410.04%0.07%0.11%Q4 2019Q3 202315
Advisor Group, Inc. 15150.16%0.45%0.86%Q2 2016Q4 201915
Realta Investment Advisors 1140.01%0.54%1.05%Q1 2019Q3 202315
QCI ASSET MANAGEMENT INC/NY 1310.00%0.00%0.02%Q3 2015Q3 202015
LGL PARTNERS, LLC 15150.35%0.52%0.85%Q2 2017Q4 202015
KFA Private Wealth Group, LLC 1320.21%0.29%0.53%Q4 2019Q3 202315
Cooper Financial Group 1410.06%0.13%0.27%Q4 2018Q3 202315
J. W. Coons Advisors, LLC 15150.09%0.21%0.32%Q1 2020Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 1320.15%0.34%0.58%Q4 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.14%0.26%0.47%Q1 2020Q3 202315
ST GERMAIN D J CO INC 1230.04%0.06%0.14%Q1 2020Q4 202315
OSAIC HOLDINGS, INC. 15150.58%0.70%0.81%Q1 2020Q3 202315
GenWealth Group, Inc. 1410.08%7.47%9.31%Q4 2019Q3 202315
RIVERSEDGE ADVISORS, LLC 1230.08%1.73%4.92%Q2 2019Q3 202315
Financial Sense Advisors, Inc. 910.09%0.44%0.95%Q4 2015Q2 202315
ARQ WEALTH ADVISORS, LLC 15150.42%0.59%0.78%Q1 2020Q3 202315
Wind River Trust Co 15151.59%3.64%5.40%Q1 2020Q3 202315
MSI Financial Services Inc 15150.28%0.86%1.24%Q2 2013Q4 201615
CWS Financial Advisors, LLC 870.39%1.07%1.84%Q4 2019Q3 202315
WBH ADVISORY INC 1230.04%0.07%0.10%Q4 2019Q3 202315
Heritage Trust Co 1110.01%0.07%0.23%Q1 2017Q4 202115
LexAurum Advisors, LLC 1410.08%0.20%0.30%Q4 2018Q3 202215
Ferris Capital, LLC 1050.02%0.88%10.62%Q1 2018Q1 202215
MITCHELL MCLEOD PUGH & WILLIAMS INC 15150.79%3.03%4.94%Q1 2020Q3 202315
Strategic Family Wealth Counselors, L.L.C. 15150.20%0.33%0.97%Q1 2020Q3 202315
Platte River Wealth Advisors, LLC 1410.88%4.25%5.19%Q4 2019Q3 202315
Clearshares LLC 923.91%4.45%5.09%Q4 2017Q4 202115
Foundations Investment Advisors, LLC 830.05%1.60%7.95%Q1 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.00%0.00%Q1 2020Q2 202314
VICUS CAPITAL 14140.40%0.59%0.81%Q2 2020Q3 202314
Axiom Investment Management LLC 1310.04%0.88%1.45%Q4 2018Q3 202214
ORLEANS CAPITAL MANAGEMENT CORP/LA 14140.21%0.25%0.27%Q2 2020Q3 202314
Stillwater Capital Advisors, LLC 610.04%0.09%0.43%Q2 2013Q2 202214
LifePro Asset Management 14140.14%1.99%3.41%Q2 2020Q3 202314
Northwest Bancshares, Inc. 14140.23%0.35%0.45%Q2 2020Q3 202314
CATALYST PRIVATE WEALTH, LLC 14141.15%1.86%2.99%Q3 2020Q4 202314
Concert Wealth Management Inc. 770.05%0.08%0.11%Q2 2013Q4 201614
Joel Isaacson & Co., LLC 14140.05%0.38%0.84%Q2 2020Q3 202314
Halpern Financial, Inc. 14140.05%0.12%0.49%Q2 2020Q3 202314
Milestone Advisory Partners 14141.52%2.82%5.44%Q2 2020Q3 202314
SMITH, MOORE & CO. 1040.06%0.26%0.56%Q4 2017Q3 202314
FundX Investment Group, LLC 810.37%7.02%19.56%Q4 2014Q4 202114
Apriem Advisors 410.02%0.04%0.08%Q2 2013Q3 202314
Vision Capital Management, Inc. 14140.07%0.07%0.08%Q1 2020Q2 202314
Southern Wealth Management, LLP 14143.34%9.12%14.96%Q4 2019Q1 202314
PFS INVESTMENTS INC. 1220.26%0.96%6.74%Q4 2017Q2 202314
J.W. COLE ADVISORS, INC. 810.62%0.97%1.67%Q4 2019Q3 202314
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 710.01%0.04%0.08%Q1 2016Q4 202014
AMG National Trust Bank 14140.02%0.02%0.03%Q2 2020Q3 202314
People's United Financial, Inc. 1220.00%0.01%0.02%Q3 2016Q1 202214
Ruggie Capital Group 1220.04%0.27%0.39%Q2 2015Q4 201814
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14140.01%0.49%0.92%Q2 2020Q3 202314
HERON FINANCIAL GROUP, LLC 1224.39%4.97%5.53%Q4 2019Q2 202314
Maryland Capital Management 14140.04%0.04%0.05%Q2 2019Q3 202214
COZAD ASSET MANAGEMENT INC 14140.19%0.23%0.30%Q2 2020Q3 202314
AdvicePeriod, LLC 1220.22%0.49%0.80%Q4 2017Q2 202114
Aprio Wealth Management, LLC 1040.21%0.47%0.84%Q4 2019Q3 202314
Zions Bancorporation 1310.41%0.51%0.74%Q1 2015Q3 201814
River Wealth Advisors LLC 1130.02%0.05%0.07%Q2 2018Q2 202314
Stokes & Hubbell Capital Management, LLC 14140.11%0.53%0.94%Q4 2015Q1 201914
St. Louis Trust Co 14140.29%0.95%2.83%Q2 2020Q3 202314
Key FInancial Inc 1310.14%0.24%0.42%Q1 2020Q3 202314
XML Financial, LLC 14140.06%0.08%0.12%Q2 2020Q3 202314
Glenview Trust Co 14140.01%0.02%0.02%Q2 2020Q3 202314
BCS Wealth Management 710.68%0.92%1.06%Q4 2019Q3 202314
AMUSSEN HUNSAKER ASSOCIATES LLC 14140.14%0.34%0.58%Q2 2020Q3 202314
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1310.01%0.13%0.58%Q4 2014Q3 201914
TBH Global Asset Management, LLC 14140.38%0.58%0.74%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14141.32%1.75%2.27%Q1 2017Q2 202014
Weaver Consulting Group 14140.02%0.10%0.18%Q1 2019Q2 202214
SHUFRO ROSE & CO LLC 1310.19%0.24%0.27%Q1 2016Q1 202014
Berman Capital Advisors, LLC 1040.07%0.39%1.93%Q4 2017Q3 202114
ADIRONDACK TRUST CO 14140.49%0.61%0.68%Q2 2020Q3 202314
Arkos Global Advisors 14140.13%0.19%0.30%Q2 2020Q3 202314
PATTEN & PATTEN INC/TN 1220.02%0.07%0.11%Q3 2019Q3 202314
DAGCO, INC. 14140.80%3.74%8.52%Q2 2020Q3 202314
Insight Wealth Strategies, LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
Prime Capital Investment Advisors, LLC 1040.03%0.06%0.10%Q2 2019Q3 202314
Angeles Investment Advisors, LLC 14140.04%0.41%1.62%Q2 2020Q3 202314
New England Investment & Retirement Group, Inc. 1310.02%1.43%2.42%Q4 2014Q1 202014
Boston Trust Walden Corp 14140.00%0.01%0.01%Q2 2020Q3 202314
RAND WEALTH, LLC 14140.05%0.05%0.06%Q2 2013Q3 201614
Richard Bernstein Advisors LLC 1040.00%0.44%2.33%Q1 2015Q4 201814
Meridian Wealth Advisors, LLC 13130.13%0.20%0.31%Q3 2020Q3 202313
McLean Asset Management Corp 13130.08%0.19%0.31%Q4 2020Q4 202313
ICONIQ Capital, LLC 13130.00%0.01%0.02%Q3 2019Q3 202213
FIRSTMERIT BANK N A TRUSTEE 13130.06%0.07%0.08%Q2 2013Q2 201613
Leelyn Smith, LLC 13130.01%0.02%0.04%Q4 2019Q4 202213
Daniels&Tansey,LLP 13133.77%4.43%5.23%Q3 2020Q3 202313
Crescent Grove Advisors, LLC 13130.03%0.05%0.09%Q3 2020Q3 202313
MBE Wealth Management, LLC 1210.15%0.19%0.22%Q1 2020Q3 202313
Joseph P. Lucia & Associates, LLC 760.02%0.12%0.16%Q1 2019Q2 202213
Single Point Partners, LLC 610.12%0.37%0.75%Q4 2019Q3 202313
McQueen, Ball & Associates Inc. 13130.61%0.77%0.95%Q4 2015Q4 201813
Affinity Capital Advisors, LLC 1210.17%6.34%8.36%Q4 2019Q3 202313
First Pacific Financial 13135.41%7.13%7.95%Q3 2020Q3 202313
D'Orazio & Associates, Inc. 1210.02%0.04%0.08%Q4 2018Q3 202313
Truadvice, LLC 13130.76%2.30%5.23%Q3 2020Q3 202313
Choate Investment Advisors 13130.01%0.06%0.15%Q3 2020Q3 202313
FIDUCIARY TRUST CO 13130.00%0.03%0.04%Q3 2020Q3 202313
Sonora Investment Management, LLC 1210.01%0.05%0.09%Q3 2015Q3 202113
HORIZON FINANCIAL SERVICES, LLC 13130.28%3.09%10.25%Q3 2020Q3 202313
Jackson Wealth Management, LLC 410.06%1.02%3.08%Q1 2015Q2 202313
CIBC WORLD MARKET INC. 1210.00%0.00%0.00%Q3 2019Q3 202313
Laidlaw Wealth Management LLC 850.23%0.54%0.67%Q4 2019Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13132.30%3.06%3.71%Q4 2018Q4 202113
FOUNDERS FINANCIAL SECURITIES LLC 1030.05%1.52%7.73%Q3 2017Q3 202313
Bridgewater Wealth & Financial Management, LLC 13130.08%0.10%0.12%Q4 2014Q4 201713
Horizon Investment Services, LLC 13130.14%0.33%0.43%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.28%0.42%0.56%Q2 2013Q2 201613
Capital Directions Investment Advisors, LLC 760.04%0.12%0.36%Q4 2018Q4 202213
KANAWHA CAPITAL MANAGEMENT LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
Linscomb & Williams, Inc. 13130.02%0.04%0.05%Q3 2020Q3 202313
Colorado Capital Management, Inc. 13130.18%0.19%0.20%Q4 2016Q4 201913
Lindbrook Capital, LLC 1110.00%0.54%1.03%Q4 2018Q3 202313
GPS Wealth Strategies Group, LLC 13130.53%0.77%1.07%Q3 2020Q3 202313
CYPRESS CAPITAL MANAGEMENT LLC 13130.05%0.06%0.07%Q3 2019Q3 202213
Cornell Pochily Investment Advisors, Inc. 13130.15%0.29%0.40%Q3 2020Q3 202313
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.00%Q4 2016Q1 202013
VSR Financial Services, Inc. 13130.43%0.57%0.65%Q2 2013Q2 201613
MYCIO WEALTH PARTNERS, LLC 13130.02%0.04%0.07%Q4 2016Q4 201913
NewSquare Capital LLC 610.00%0.01%0.02%Q1 2014Q2 202313
Shoker Investment Counsel, Inc. 13130.11%0.14%0.17%Q3 2020Q3 202313
Lokken Investment Group LLC 1214.88%6.39%7.65%Q1 2012Q3 202313
Oxbow Advisors, LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
Providence Capital Advisors, LLC 710.00%0.11%0.30%Q3 2018Q3 202313
Procyon Advisors, LLC 1030.06%4.09%7.02%Q4 2019Q3 202313
Independence Bank of Kentucky 13130.16%0.19%0.21%Q3 2020Q3 202313
Exchange Capital Management, Inc. 1030.00%0.02%0.05%Q1 2014Q3 201813
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.17%0.45%0.95%Q3 2020Q3 202313
Perennial Advisors, LLC 910.01%0.01%0.01%Q4 2016Q2 202113
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13130.16%0.18%0.21%Q3 2020Q3 202313
Clarity Wealth Advisors, LLC 940.13%0.21%0.37%Q1 2020Q3 202313
TFC Financial Management, Inc. 13130.03%0.07%0.14%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.07%0.12%0.23%Q3 2020Q3 202313
HBW ADVISORY SERVICES LLC 13130.08%0.24%0.54%Q3 2020Q3 202313
SIGMA INVESTMENT COUNSELORS INC 810.02%0.02%0.03%Q2 2019Q3 202313
Global Trust Asset Management, LLC 1110.00%0.05%0.10%Q2 2018Q3 202313
Kestra Advisory Services, LLC 13130.79%0.94%1.05%Q3 2020Q3 202313
BlackRock Investment Management, LLC 13130.00%0.00%0.00%Q4 2013Q4 201613
DAVIDSON & GARRARD INC 820.05%0.34%0.82%Q2 2013Q3 201713
NORTHSTAR WEALTH PARTNERS LLC 1120.19%1.44%2.21%Q1 2017Q3 202013
Winslow Capital Management, LLC 810.00%0.01%0.04%Q4 2016Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.38%0.55%0.74%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13131.49%1.76%2.13%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.19%0.25%0.34%Q3 2020Q3 202313
Pointe Capital Management LLC 1210.20%0.28%0.46%Q4 2016Q3 202313
CGN Advisors LLC 13130.57%1.21%2.14%Q4 2020Q4 202313
Insight Advisors, LLC/ PA 12120.93%1.37%1.81%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12124.64%8.26%11.10%Q4 2020Q3 202312
Colonial Trust Advisors 12120.03%0.10%0.17%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.13%0.19%0.24%Q4 2020Q3 202312
Red Wave Investments LLC 12120.83%1.17%1.74%Q4 2020Q3 202312
Newton One Investments LLC 12126.82%7.83%8.76%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.04%0.08%0.12%Q4 2020Q3 202312
Rodgers & Associates, LTD 12121.25%1.64%2.00%Q4 2020Q3 202312
First Personal Financial Services 710.00%0.01%0.02%Q2 2016Q4 202212
MJP ASSOCIATES INC /ADV 12120.38%0.87%1.60%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.31%0.42%0.63%Q4 2020Q3 202312
C M BIDWELL & ASSOCIATES LTD 12120.06%0.07%0.07%Q4 2020Q3 202312
Avory & Company, LLC 12122.69%12.93%19.60%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.32%0.64%1.22%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12121.29%2.44%4.93%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.66%0.72%0.82%Q4 2018Q3 202112
ECLECTIC ASSOCIATES INC /ADV 12121.16%1.79%2.46%Q4 2020Q3 202312
Atlas Private Wealth Management, LLC 1020.04%0.13%0.16%Q4 2019Q2 202312
Cohen Investment Advisors LLC 12120.45%0.52%0.65%Q4 2020Q3 202312
Syverson Strege & Co 12120.20%0.39%0.66%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.31%0.77%1.69%Q4 2020Q3 202312
Quantitative Advantage, LLC 1020.48%4.25%8.75%Q1 2014Q3 201712
B. Riley Financial, Inc. 12120.09%0.52%1.58%Q4 2015Q3 201812
FIRST NATIONAL BANK SIOUX FALLS 12120.54%0.89%1.45%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.03%0.05%0.14%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
ATTICUS WEALTH MANAGEMENT, LLC 12120.01%0.06%0.15%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.13%0.16%0.18%Q4 2020Q3 202312
Southland Equity Partners LLC 12121.01%1.41%2.04%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.26%0.32%0.38%Q4 2020Q3 202312
Prosperity Planning, Inc. 12124.09%4.77%5.12%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.78%4.61%13.70%Q4 2020Q3 202312
BERKSHIRE ASSET MANAGEMENT LLC/PA 610.03%0.04%0.05%Q1 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.34%0.41%0.53%Q4 2020Q3 202312
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Bath Savings Trust Co 12120.61%0.68%0.79%Q4 2020Q3 202312
Veery Capital, LLC 12128.13%8.71%9.40%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.34%0.52%0.97%Q4 2020Q3 202312
Radnor Financial Advisors, LLC 12127.91%10.37%12.38%Q4 2019Q3 202212
RGT Wealth Advisors, LLC 410.04%0.10%0.20%Q4 2016Q3 202212
Flagship Private Wealth, LLC 12120.30%0.64%0.77%Q4 2020Q3 202312
Granger Management LLC 12120.07%0.15%0.23%Q4 2020Q3 202312
Abacus Wealth Partners, LLC 12120.09%0.32%0.52%Q4 2020Q3 202312
Phoenix Wealth Advisors 12120.12%0.24%0.39%Q4 2020Q3 202312
BREMER TRUST NATIONAL ASSOCIATION 12120.08%0.16%0.67%Q1 2016Q4 201812
Sterling Financial Planning, Inc. 12120.03%0.17%0.27%Q4 2020Q3 202312
Bordeaux Wealth Advisors LLC 12120.56%0.95%1.64%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.05%Q2 2013Q1 201612
WADE G W & INC 710.01%0.02%0.06%Q4 2014Q3 202312
Concorde Asset Management, LLC 1110.31%0.45%0.79%Q4 2016Q4 201912
Destiny Wealth Partners, LLC 12120.13%0.83%2.72%Q4 2020Q3 202312
Capital Planning LLC 12120.15%0.39%0.69%Q4 2020Q3 202312
Curran Financial Partners, LLC 12121.70%4.96%8.67%Q4 2020Q3 202312
SMITH CHAS P & ASSOCIATES PA CPAS 710.02%0.03%0.04%Q3 2017Q2 202312
FWL INVESTMENT MANAGEMENT, LLC 12120.20%0.24%0.30%Q4 2020Q3 202312
Fairhaven Wealth Management, LLC 1020.12%0.19%0.25%Q3 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.64%0.81%0.92%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.85%1.55%2.33%Q4 2020Q3 202312
RMR Wealth Builders 930.03%5.39%8.95%Q3 2020Q3 202312
Sage Mountain Advisors LLC 12120.03%0.13%0.40%Q4 2020Q3 202312
Ziegler Capital Management, LLC 910.01%0.13%0.79%Q1 2020Q3 202312
YHB Investment Advisors, Inc. 12120.04%0.04%0.04%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.06%0.09%0.12%Q4 2020Q3 202312
Clean Yield Group 12120.06%0.08%0.11%Q4 2020Q3 202312
Solstein Capital, LLC 12120.09%0.18%0.30%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.14%0.23%0.33%Q4 2020Q3 202312
BRINKER CAPITAL INC 12120.01%0.01%0.02%Q3 2017Q2 202012
Lubar & Co., Inc 931.37%5.37%12.43%Q2 2014Q3 201712
Van Leeuwen & Company, LLC 1020.23%1.45%5.66%Q3 2018Q4 202212
ADE, LLC 12120.89%1.22%1.45%Q4 2020Q3 202312
Accel Wealth Management 12120.20%0.38%1.16%Q4 2020Q3 202312
Wharton Business Group, LLC 12120.02%0.03%0.04%Q3 2017Q2 202012
Everhart Financial Group, Inc. 12122.11%3.28%4.78%Q4 2020Q3 202312
Hemington Wealth Management 12120.18%0.22%0.27%Q4 2020Q3 202312
AAF Wealth Management, LLC 12120.27%0.33%0.38%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.15%0.39%0.82%Q4 2020Q3 202312
Acorn Wealth Advisors, LLC 630.01%0.14%0.21%Q4 2017Q3 202312
NewEdge Wealth, LLC 12120.20%0.53%2.05%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.32%0.51%0.83%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
Modera Wealth Management, LLC 12124.08%5.42%7.56%Q4 2020Q3 202312
Ironwood Investment Counsel, LLC 810.06%0.14%0.21%Q1 2019Q4 202212
Fullen Financial Group 12123.90%4.20%5.06%Q2 2020Q1 202312
Harbor Group, Inc. 12120.51%0.73%0.99%Q4 2020Q3 202312
FormulaFolio Investments, LLC 750.01%0.09%0.32%Q2 2018Q2 202112
Tillar-Wenstrup Advisors, LLC 12121.00%6.08%13.70%Q1 2020Q4 202212
Birchcreek Wealth Management, LLC 12122.07%2.28%2.61%Q4 2020Q3 202312
ADVISOR PARTNERS LLC 12120.03%0.12%0.20%Q3 2019Q2 202212
STOCK YARDS BANK & TRUST CO 12120.01%0.02%0.02%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.15%0.17%0.18%Q4 2020Q3 202312
Falcon Wealth Planning 12127.10%8.16%9.16%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.17%0.41%0.67%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.16%0.28%0.41%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.29%0.44%0.62%Q4 2020Q3 202312
M&R CAPITAL MANAGEMENT INC 840.00%0.00%0.00%Q2 2017Q4 202312
Madison Wealth Partners, Inc 12121.03%1.16%1.31%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.84%1.05%1.22%Q4 2020Q3 202312
EWG Elevate Inc. 1010.07%0.56%1.50%Q4 2019Q3 202312
Brown Advisory Securities, LLC 12120.06%0.21%0.71%Q1 2017Q4 201912
SAX WEALTH ADVISORS, LLC 12120.20%0.28%0.40%Q4 2020Q3 202312
Wells Financial Advisors INC 12123.75%5.26%6.41%Q4 2020Q3 202312
Holloway Wealth Management, LLC 12120.02%0.02%0.02%Q2 2019Q1 202212
IVC Wealth Advisors LLC 12128.29%8.97%10.37%Q4 2020Q3 202312
Edmonds Duncan Registered Investment Advisors, LLC 12120.79%1.04%1.93%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.10%0.16%0.27%Q4 2020Q3 202312
ANDERSON HOAGLAND & CO 12120.38%1.23%3.07%Q4 2020Q3 202312
Wealthfront Advisers LLC 1110.00%0.02%0.04%Q2 2019Q3 202312
Safir Wealth Advisors, LLC 12128.37%9.14%10.37%Q4 2020Q3 202312
Covington Capital Management 12120.00%0.01%0.02%Q4 2019Q3 202212
Charter Oak Capital Management, LLC 12120.25%0.36%0.48%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.07%0.47%0.99%Q4 2020Q3 202312
MCDONALD PARTNERS LLC 12120.07%0.19%0.26%Q4 2020Q3 202312
SigFig Wealth Management, LLC 12120.02%0.07%0.11%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.26%0.37%0.53%Q4 2020Q3 202312
Riverview Trust Co 930.01%0.03%0.14%Q4 2019Q3 202312
Alta Wealth Advisors LLC 12120.77%0.89%1.04%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.55%0.88%1.24%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.11%0.13%0.15%Q4 2020Q3 202312
IBERIABANK CORP 12120.06%0.14%0.29%Q3 2017Q2 202012
Center For Asset Management LLC 12120.50%1.81%3.97%Q4 2020Q3 202312
Intrua Financial, LLC 12120.16%0.94%1.58%Q2 2020Q1 202312
Wealth Quarterback LLC 510.14%0.21%0.33%Q1 1987Q3 202311
CITY HOLDING CO 11110.01%0.03%0.04%Q1 2021Q3 202311
Aurora Private Wealth, Inc. 650.48%0.65%1.01%Q4 2019Q3 202211
Trexquant Investment LP 710.01%0.09%0.27%Q3 2019Q3 202311
Farmers National Bank 920.04%0.08%0.10%Q2 2016Q2 201911
PBMares Wealth Management LLC 11110.09%0.16%0.28%Q1 2021Q3 202311
Total Clarity Wealth Management, Inc. 11110.08%0.56%1.02%Q4 2019Q2 202211
AIMZ Investment Advisors, LLC 810.08%0.23%0.34%Q1 2018Q3 202311
Systematic Alpha Investments, LLC 11111.18%1.69%1.95%Q1 2021Q3 202311
COMERICA SECURITIES INC 11110.16%0.64%0.97%Q2 2016Q4 201811
Jaffetilchin Investment Partners, LLC 11110.03%0.04%0.09%Q1 2021Q3 202311
WEST BANCORPORATION INC 430.02%0.26%1.25%Q4 2019Q3 202311
Adero Partners, LLC 830.02%0.06%0.20%Q4 2020Q3 202311
TRADITION CAPITAL MANAGEMENT LLC 830.28%0.41%0.58%Q1 2016Q1 201911
Northstar Advisory Group, LLC 830.54%0.63%0.92%Q4 2020Q3 202311
Pinnacle Family Advisors, LLC 510.10%0.82%3.37%Q2 2017Q3 202311
Ameritas Investment Company, LLC 11110.01%0.60%1.15%Q1 2019Q3 202111
TrueWealth Advisors, LLC 11110.26%0.44%0.60%Q1 2021Q3 202311
PDS Planning, Inc 11110.04%0.06%0.08%Q1 2021Q3 202311
AF Advisors, Inc. 610.13%0.20%0.30%Q2 2020Q3 202311
SPINNAKER TRUST 920.02%0.02%0.02%Q2 2020Q3 202311
PALLADIUM PARTNERS LLC 810.00%0.01%0.02%Q2 2013Q1 202211
Stonebridge Capital Advisors LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Navalign, LLC 11110.29%0.48%0.71%Q1 2021Q3 202311
Addison Advisors LLC 1012.68%3.64%4.20%Q4 2020Q3 202311
HARVEST GROUP WEALTH MANAGEMENT, LLC 740.01%0.24%0.48%Q2 2019Q1 202311
TOMPKINS FINANCIAL CORP 920.01%0.01%0.01%Q4 2020Q3 202311
Mascoma Wealth Management LLC 920.00%0.02%0.06%Q4 2016Q3 202311
IBBOTSON ASSOCIATES INC 11115.95%10.15%14.90%Q2 2013Q4 201511
Grandview Asset Management LLC 610.25%0.83%1.19%Q2 2020Q3 202311
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 710.10%2.24%3.65%Q1 2020Q3 202311
SIMMONS FIRST TRUST CO NA 11110.78%2.12%3.87%Q2 2013Q4 201511
Charles Schwab Trust Co 11110.04%0.09%0.17%Q3 2019Q1 202211
Keudell/Morrison Wealth Management 11110.09%0.66%4.58%Q1 2021Q3 202311
tru Independence LLC 910.05%0.16%0.90%Q4 2019Q3 202311
Ten Capital Wealth Advisors, LLC 11110.00%0.01%0.06%Q4 2020Q2 202311
Sageworth Trust Co 910.00%0.00%0.00%Q1 2019Q1 202311
GoalVest Advisory LLC 830.12%4.43%9.59%Q4 2020Q4 202311
New England Private Wealth Advisors LLC 740.04%0.08%0.18%Q4 2020Q3 202311
Signature Financial Management, Inc. 11110.09%0.22%0.32%Q2 2016Q4 201811
Legacy Advisors, LLC 11110.01%0.12%0.32%Q4 2016Q2 201911
Clearview Wealth Advisors LLC 11110.01%0.08%0.54%Q4 2020Q2 202311
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1010.01%0.02%0.03%Q1 2014Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11116.23%7.09%7.93%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.05%0.18%0.34%Q1 2021Q3 202311
Allegheny Financial Group LTD 1010.16%0.27%0.43%Q4 2020Q3 202311
Cornerstone Wealth Advisors, Inc. 11117.45%8.56%9.57%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.07%0.07%0.08%Q1 2021Q3 202311
Renaissance Technologies 410.00%0.00%0.01%Q2 2018Q1 202311
CLARK FINANCIAL SERVICES GROUP INC /BD 514.77%6.93%9.97%Q2 2020Q3 202311
PROVIDA PENSION FUND ADMINISTRATOR 11110.04%0.63%1.70%Q2 2020Q4 202211
Meristem Family Wealth, LLC 11110.08%0.12%0.15%Q3 2019Q1 202211
Strategic Blueprint, LLC 1010.01%0.70%2.00%Q3 2019Q3 202311
Merriman Wealth Management, LLC 740.02%0.36%0.80%Q1 2019Q4 202111
55I, LLC 11110.11%0.31%1.36%Q1 2020Q3 202211
Old North State Trust, LLC 740.02%0.03%0.05%Q3 2018Q2 202111
Rollins Financial 830.08%0.23%0.51%Q4 2020Q3 202311
WestHill Financial Advisors, Inc. 920.00%0.00%0.01%Q4 2020Q3 202311
Wealthstreet Investment Advisors, LLC 740.02%0.78%2.65%Q1 2019Q1 202211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 610.03%0.91%2.55%Q2 2018Q3 202311
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1010.00%0.00%0.01%Q4 2020Q3 202311
Poehling Capital Management, INC. 920.07%0.35%0.46%Q4 2017Q2 202111
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1011.93%3.11%3.71%Q4 2020Q3 202311
Old Port Advisors 1010.10%0.18%0.26%Q4 2020Q3 202311
Mount Yale Investment Advisors, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
Twin Lakes Capital Management, LLC 650.60%0.67%0.75%Q4 2020Q3 202311
3D/L Capital Management, LLC 11110.19%0.43%0.57%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.75%1.23%2.29%Q4 2018Q2 202111
Centric Wealth Management 710.08%0.27%0.43%Q4 2018Q3 202311
Ellsworth Advisors, LLC 11110.13%0.17%0.25%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11112.61%3.28%4.96%Q4 2020Q2 202311
Community Financial Services Group, LLC 710.06%0.08%0.08%Q2 2013Q3 202311
DHJJ Financial Advisors, Ltd. 650.12%0.15%0.19%Q4 2020Q3 202311
Latitude Advisors, LLC 650.13%0.19%0.27%Q4 2020Q3 202311
First PREMIER Bank 11110.30%0.49%0.71%Q1 2021Q3 202311
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 10100.08%0.10%0.14%Q2 2021Q3 202310
Weitzel Financial Services, Inc. 730.04%0.15%0.21%Q4 2020Q3 202310
DDD Partners, LLC 620.04%0.19%0.54%Q4 2017Q3 202310
Edge Wealth Management LLC 910.00%0.02%0.18%Q1 2016Q4 202110
Pinion Investment Advisors, LLC 10100.55%1.81%4.11%Q2 2021Q3 202310
HARBOR ADVISORY CORP /MA/ 730.08%0.16%0.26%Q4 2020Q3 202310
CABANA LLC 410.01%5.34%27.38%Q4 2017Q4 202110
Lehman & Derafelo Financial Resources LLC 820.01%0.03%0.04%Q4 2019Q3 202210
Howard Capital Management Inc. 910.05%0.83%3.63%Q3 2019Q3 202310
Pekin Hardy Strauss, Inc. 710.03%0.05%0.07%Q4 2014Q3 202310
MTC Wealth Management LLC 820.00%1.20%1.64%Q1 2021Q3 202310
Redhawk Wealth Advisors, Inc. 710.02%0.16%0.28%Q2 2019Q3 202310
PECAUT & CO. 10100.05%0.37%0.56%Q2 2021Q3 202310
Frisch Financial Group, Inc. 10100.09%0.11%0.15%Q4 2020Q1 202310
US FINANCIAL ADVISORS, LLC 640.03%0.71%2.41%Q3 2015Q1 202210
Vivaldi Capital Management LP 730.05%0.06%0.10%Q2 2020Q3 202310
Triumph Capital Management 10100.19%0.30%0.52%Q2 2021Q3 202310
GSB Wealth Management, LLC 820.07%0.10%0.13%Q1 2021Q3 202310
CITY NATIONAL BANK 10100.04%0.07%0.28%Q2 2013Q3 201510
FAIRFIELD, BUSH & CO. 510.05%0.11%0.14%Q4 2017Q2 202310
Concord Wealth Partners 430.01%0.03%0.09%Q4 2020Q3 202310
Hefty Wealth Partners 10100.08%0.11%0.12%Q4 2015Q1 201810
Financial Gravity Asset Management, Inc. 510.01%0.05%0.12%Q1 2018Q2 202310
MKD WEALTH COACHES, LLC 730.02%0.41%0.67%Q4 2018Q4 202110
MinichMacGregor Wealth Management, LLC 610.02%0.03%0.08%Q1 2016Q4 202210
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
NSI Retail Advisors, LLC 101011.43%14.28%17.86%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 310.02%0.10%0.26%Q4 2016Q2 202310
Princeton Global Asset Management LLC 10100.01%0.01%0.03%Q4 2018Q1 202110
NOESIS CAPITAL MANGEMENT CORP 10100.07%0.14%0.20%Q2 2021Q3 202310
IFG Advisors, LLC 10100.19%0.21%0.23%Q2 2021Q3 202310
Huber Financial Advisors, LLC 10100.20%0.25%0.32%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.37%0.55%0.80%Q1 2021Q3 202310
CSM Advisors, LLC 10105.34%6.04%6.80%Q2 2021Q3 202310
Vista Private Wealth Partners. LLC 610.10%1.19%1.87%Q4 2020Q3 202310
GeoWealth Management, LLC 610.00%1.08%4.21%Q3 2019Q3 202310
Elevated Capital Advisors, LLC 511.29%1.84%2.68%Q1 2019Q3 202310
MAGNOLIA CAPITAL ADVISORS LLC 410.07%1.96%5.70%Q4 2019Q2 202310
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.03%Q1 2020Q2 202210
Tri-Star Advisors Inc. 10100.13%0.27%0.45%Q2 2020Q3 202210
BAILARD, INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
IAG Wealth Partners, LLC 10100.02%1.39%3.89%Q2 2021Q3 202310
ACAS, LLC 641.62%2.42%3.04%Q1 2021Q3 202310
CIBC BANK USA 820.03%0.04%0.06%Q2 2017Q4 201910
Balentine LLC 10100.01%2.58%8.40%Q2 2021Q3 202310
Fortress Wealth Group, LLC 10106.96%8.59%10.45%Q2 2021Q3 202310
CAMBRIDGE TRUST CO 10100.01%0.01%0.03%Q2 2021Q3 202310
Bank of New Hampshire 10100.18%0.23%0.31%Q2 2021Q3 202310
FIRST CITIZENS BANK & TRUST CO 910.01%0.02%0.04%Q2 2015Q3 202310
MOTIVE WEALTH ADVISORS 10100.26%1.28%3.69%Q2 2021Q3 202310
Apollon Wealth Management, LLC 910.03%0.06%0.12%Q2 2020Q3 202310
Clear Perspectives Financial Planning, LLC 10100.44%3.32%7.53%Q4 2020Q1 202310
Grove Bank & Trust 730.01%0.13%0.26%Q4 2015Q3 202310
Carlton Hofferkamp & Jenks Wealth Management, LLC 730.10%0.13%0.28%Q3 2020Q3 202310
Professional Financial Advisors, LLC 910.02%0.13%1.08%Q4 2019Q3 202210
First Bancorp, Inc /ME/ 910.44%0.56%0.71%Q1 2021Q3 202310
Winthrop Advisory Group LLC 810.04%0.07%0.10%Q4 2020Q3 202310
CONGRESS ASSET MANAGEMENT CO /MA 510.00%0.00%0.01%Q4 2018Q3 202310
PSI Advisors, LLC 910.00%0.01%0.12%Q4 2019Q3 202310
SVB Investment Services Inc. 10100.48%0.61%0.72%Q4 2019Q1 202210
Accurate Wealth Management, LLC 10100.24%0.63%0.86%Q2 2021Q3 202310
Sowa Financial Group, Inc. 10100.12%0.14%0.18%Q4 2019Q1 202210
U.S. Capital Wealth Advisors, LLC 990.08%0.21%0.60%Q3 2021Q3 20239
High Note Wealth, LLC 630.08%0.09%0.12%Q4 2020Q3 20239
Affiance Financial, LLC 810.00%0.00%0.01%Q3 2020Q4 20229
Tenret Co LLC 998.04%10.72%12.86%Q2 2021Q2 20239
Pure Financial Advisors, LLC 810.01%0.02%0.05%Q3 2018Q4 20239
Octavia Wealth Advisors, LLC 992.54%3.08%3.90%Q3 2021Q3 20239
Stewardship Financial Advisors, LLC 710.03%0.04%0.05%Q3 2018Q1 20219
Stratos Investment Management, LLC 992.06%2.39%2.99%Q3 2021Q3 20239
Facet Wealth, Inc. 540.01%0.04%0.15%Q2 2021Q3 20239
BAKER BOYER NATIONAL BANK 810.77%1.32%1.71%Q2 2021Q3 20239
Colonial River Wealth Management, LLC 810.17%0.34%0.43%Q2 2021Q3 20239
VECTOR WEALTH MANAGEMENT, LLC 990.39%2.96%4.21%Q4 2014Q4 20169
TRUE Private Wealth Advisors 510.00%0.08%0.37%Q2 2018Q3 20239
Wolff Financial Management LLC 610.13%3.29%9.85%Q4 2020Q3 20239
Sovereign Financial Group, Inc. 990.12%2.26%4.28%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.13%0.18%0.23%Q3 2021Q3 20239
VALENTINE VENTURES LLC 990.35%0.41%0.53%Q4 2014Q4 20169
Delos Wealth Advisors, LLC 990.00%0.01%0.05%Q3 2021Q3 20239
Spire Wealth Management 720.15%0.17%0.21%Q2 2021Q3 20239
Foresight Wealth Management, LLC 720.08%0.64%1.32%Q4 2018Q3 20229
O'Dell Group, LLC 990.04%0.07%0.10%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.55%0.78%1.04%Q3 2021Q3 20239
Herold Advisors, Inc. 990.19%0.23%0.29%Q3 2021Q3 20239
Bromfield Sneider Wealth Advisors 9919.56%23.98%32.84%Q4 2021Q4 20239
Sabal Trust CO 990.04%0.07%0.09%Q3 2021Q3 20239
Element Wealth, LLC 610.01%0.03%0.04%Q4 2019Q3 20239
Capital Group Private Client Services, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Hayden Royal, LLC 610.13%0.54%0.89%Q4 2018Q2 20219
EFG Asset Management (Americas) Corp. 810.01%0.27%0.42%Q3 2016Q4 20189
Lloyd Advisory Services, LLC. 990.00%0.54%1.62%Q1 2020Q1 20229
Lucia Wealth Services, LLC 720.02%0.09%0.18%Q2 2018Q3 20209
FCG ADVISORS, LLC 810.05%0.13%0.15%Q1 2018Q3 20209
TOCQUEVILLE ASSET MANAGEMENT L.P. 420.00%0.01%0.01%Q1 2014Q3 20239
VILLERE ST DENIS J & CO LLC 990.01%0.02%0.02%Q2 2013Q2 20159
Badgley Phelps Wealth Managers, LLC 990.01%0.01%0.03%Q3 2021Q3 20239
Stanford Investment Group, Inc. 990.01%0.04%0.07%Q4 2014Q4 20169
Shorepoint Capital Partners LLC 990.06%0.09%0.11%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.12%0.14%0.17%Q3 2021Q3 20239
Allegis Investment Advisors, LLC 990.09%0.61%1.37%Q4 2015Q4 20179
Oxinas Partners Wealth Management LLC 630.15%0.17%0.20%Q4 2020Q3 20239
AEGON USA Investment Management, LLC 990.92%2.29%3.46%Q2 2013Q2 20159
TMD Wealth Management, LLC 990.08%8.45%14.34%Q3 2021Q3 20239
Castleview Partners, LLC 810.00%0.06%0.13%Q2 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.04%0.13%0.31%Q4 2019Q3 20239
PRINCIPAL FINANCIAL GROUP INC 210.00%0.00%0.00%Q4 2018Q4 20229
PACIFIC CAPITAL WEALTH ADVISORS, INC 810.02%0.10%0.16%Q3 2020Q3 20239
High Net Worth Advisory Group LLC 990.65%0.83%1.05%Q4 2021Q4 20239
Horizon Investments, LLC 310.01%3.32%14.10%Q3 2015Q3 20239
MONEY CONCEPTS CAPITAL CORP 520.03%0.08%0.17%Q4 2020Q3 20239
True North Advisors, LLC 990.09%0.15%0.25%Q3 2020Q3 20229
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 990.12%0.44%1.01%Q3 2021Q3 20239
American Money Management, LLC 990.06%0.08%0.10%Q3 2021Q3 20239
ATLAS CAPITAL ADVISORS LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Bellwether Advisors, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Opes Wealth Management LLC 720.06%0.09%0.11%Q3 2020Q3 20239
B&D White Capital Company, LLC 630.09%4.83%11.34%Q4 2020Q3 20239
LBJ Family Wealth Advisors, Ltd. 630.13%0.92%7.11%Q2 2021Q4 20239
CFS Investment Advisory Services, LLC 510.58%3.52%8.53%Q4 2020Q3 20239
Wealthstar Advisors, LLC 990.14%0.17%0.20%Q3 2021Q3 20239
LEO BROKERAGE, LLC 520.66%1.99%3.42%Q3 2020Q2 20239
Walkner Condon Financial Advisors LLC 630.13%0.21%0.30%Q1 2021Q3 20239
BNP PARIBAS FINANCIAL MARKETS 990.00%0.00%0.00%Q2 2021Q2 20239
ROWLAND CARMICHAEL ADVISORS INC /ADV 990.02%0.04%0.16%Q1 2016Q1 20189
Birch Hill Investment Advisors LLC 410.01%0.02%0.02%Q4 2017Q3 20209
MANAGED ACCOUNT ADVISORS LLC 990.20%0.64%1.32%Q2 2013Q2 20159
MAIRS & POWER INC 630.00%0.00%0.01%Q4 2020Q3 20239
Pinnacle Summer Investments, Inc. 990.02%0.03%0.04%Q4 2013Q4 20159
Vectors Research Management, LLC 990.01%0.02%0.03%Q4 2019Q4 20219
Financial Insights, Inc. 610.12%1.71%4.94%Q2 2020Q3 20239
McAlister, Sweet & Associates, Inc. 997.07%9.60%11.40%Q4 2021Q4 20239
TRUEWEALTH LLC 990.03%0.04%0.05%Q2 2018Q2 20209
Newman & Schimel, LLC 990.17%0.68%1.31%Q4 2020Q4 20229
Dentgroup LLC 995.38%6.46%8.61%Q4 2021Q4 20239
Avant Capital LLC 881.39%1.63%2.00%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 883.51%4.24%4.91%Q4 2021Q3 20238
INTRUST BANK NA 882.54%3.07%4.71%Q2 2014Q1 20168
BOSTON ADVISORS LLC 880.01%0.02%0.03%Q4 2017Q3 20198
MITCHELL CAPITAL MANAGEMENT CO 530.05%0.05%0.06%Q2 2021Q3 20238
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 880.02%0.03%0.03%Q2 2019Q1 20218
NORRIS PERNE & FRENCH LLP/MI 880.22%0.28%0.32%Q4 2021Q3 20238
AMUNDI ASSET MANAGEMENT US, INC. 620.00%0.00%0.01%Q1 2019Q1 20218
SENTINEL TRUST CO LBA 320.03%0.07%0.13%Q2 2013Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.06%0.19%0.31%Q2 2013Q1 20158
MONETARY MANAGEMENT GROUP INC 880.01%0.02%0.03%Q4 2021Q3 20238
VAN DEN BERG MANAGEMENT I, INC 440.04%0.07%0.08%Q2 2021Q3 20238
HOLDERNESS INVESTMENTS CO 880.07%0.14%0.16%Q4 2021Q3 20238
SOUTH TEXAS MONEY MANAGEMENT LTD 880.01%0.05%0.07%Q4 2017Q3 20198
CIM, LLC 710.04%0.05%0.10%Q4 2019Q1 20228
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.01%0.08%Q4 2021Q3 20238
Rodgers Brothers Inc. 880.07%0.08%0.09%Q4 2021Q3 20238
RS CRUM INC. 880.64%0.91%1.52%Q4 2021Q3 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.04%0.07%0.25%Q2 2016Q1 20188
Migdal Insurance & Financial Holdings Ltd. 880.00%0.01%0.01%Q2 2021Q1 20238
TWO SIGMA SECURITIES, LLC 310.00%0.09%0.47%Q3 2015Q4 20208
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 880.01%0.02%0.02%Q1 2013Q4 20148
First Allied Asset Management, Inc. 880.45%0.73%1.14%Q2 2013Q1 20158
Virtu Financial LLC 310.03%0.21%0.78%Q1 2016Q1 20198
Advance Capital Management, Inc. 880.18%0.30%0.64%Q4 2021Q3 20238
Mariner Wealth Advisors-Cincinnati, LLC 710.03%0.03%0.04%Q4 2015Q3 20188
Rather & Kittrell, Inc. 880.11%0.22%0.38%Q4 2021Q3 20238
Columbia Asset Management 620.08%0.20%0.35%Q3 2021Q3 20238
Abacus Planning Group, Inc. 710.09%0.10%0.11%Q4 2019Q4 20218
WINTON GROUP Ltd 320.05%0.22%0.45%Q3 2020Q3 20238
Pillar Wealth Advisors, LLC 880.24%0.28%0.34%Q4 2021Q3 20238
Private Advisory Group LLC 880.05%0.12%0.14%Q4 2021Q3 20238
Integrated Wealth Management 440.06%0.11%0.23%Q1 2015Q1 20178
Moisand Fitzgerald Tamayo, LLC 710.00%0.01%0.02%Q3 2020Q3 20238
Prostatis Group LLC 510.55%4.94%12.93%Q3 2020Q2 20238
Curtis Advisory Group, LLC 880.07%0.23%0.34%Q4 2021Q3 20238
Horan Securities, Inc. 440.03%0.04%0.05%Q3 2020Q3 20228
Faithward Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NVWM, LLC 510.00%0.01%0.01%Q4 2018Q2 20238
Conservest Capital Advisors, Inc. 880.07%0.08%0.10%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.08%0.23%0.32%Q1 2017Q4 20188
EverSource Wealth Advisors, LLC 880.98%2.12%3.50%Q4 2021Q3 20238
Sequoia Wealth Management, LLC 880.54%0.86%1.97%Q4 2017Q3 20198
Leeward Financial Partners, LLC 883.94%4.73%6.18%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.23%0.48%1.04%Q4 2021Q3 20238
PRW Wealth Management LLC 210.07%1.89%9.11%Q4 2018Q3 20238
Baldrige Asset Management LLC 880.03%0.08%0.11%Q2 2021Q1 20238
TOWNSQUARE CAPITAL LLC 510.01%0.13%0.49%Q2 2021Q3 20238
Occidental Asset Management, LLC 620.06%0.21%0.71%Q3 2021Q3 20238
Golden State Wealth Management, LLC 410.06%0.07%0.10%Q1 2019Q1 20228
Ranch Capital Advisors Inc. 880.04%0.04%0.04%Q4 2019Q3 20218
Blueprint Investment Partners LLC 880.84%1.19%1.70%Q4 2021Q3 20238
Capital Square, LLC 880.44%0.69%0.88%Q4 2019Q3 20218
Beacon Financial Advisory LLC 530.14%0.20%0.37%Q3 2021Q3 20238
Investors Financial Group, LLC 710.24%0.44%0.60%Q4 2019Q4 20218
RE Dickinson Investment Advisors, LLC 880.00%0.04%0.11%Q4 2021Q3 20238
Apeiron RIA LLC 880.23%0.54%0.90%Q4 2021Q3 20238
TI-TRUST, INC 880.36%0.47%0.71%Q4 2021Q3 20238
BHF RG Capital Inc. 880.42%0.45%0.50%Q4 2019Q3 20218
HBC Financial Services, PLLC 880.01%0.03%0.06%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.19%0.21%0.22%Q4 2019Q3 20218
Flower City Capital 880.39%0.50%0.59%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.40%0.70%0.92%Q4 2021Q3 20238
Trinity Financial Advisors LLC 510.26%0.38%0.56%Q4 2020Q3 20238
RTD Financial Advisors, Inc. 880.14%0.15%0.16%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.24%0.43%0.64%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.64%1.05%1.24%Q4 2021Q3 20238
WFA of San Diego, LLC 620.06%0.21%0.36%Q3 2021Q3 20238
MY Wealth Management Inc. 880.26%0.32%0.39%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.07%0.25%0.66%Q4 2020Q3 20228
Rise Advisors, LLC 882.26%8.76%14.01%Q4 2021Q3 20238
SOUNDMARK WEALTH MANAGEMENT, LLC 620.12%0.28%0.51%Q4 2020Q3 20238
Baron Financial Group, LLC 880.08%0.09%0.12%Q3 2020Q2 20228
Wealthstream Advisors, Inc. 880.70%0.92%1.23%Q4 2021Q3 20238
Foster Group, Inc. 440.01%0.02%0.02%Q2 2021Q3 20238
Crestone Asset Management LLC 620.11%0.24%0.65%Q4 2015Q1 20208
Boyd Wealth Management, LLC 880.55%0.77%0.99%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.27%0.32%0.46%Q4 2021Q3 20238
Alamar Capital Management, LLC 620.16%0.23%0.26%Q4 2020Q3 20238
Thrive Wealth Management, LLC 880.85%1.86%2.50%Q4 2021Q3 20238
ENCOMPASS WEALTH ADVISORS, LLC 880.08%0.11%0.23%Q4 2020Q3 20228
Canvas Wealth Advisors, LLC 880.34%2.51%4.50%Q4 2021Q3 20238
Gitterman Wealth Management, LLC 880.11%1.31%3.65%Q1 2021Q4 20228
Level Financial Advisors, Inc. 880.28%0.37%0.46%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 885.81%6.93%7.69%Q4 2021Q3 20238
Activest Wealth Management 610.00%0.04%0.14%Q1 2021Q3 20238
Bell Investment Advisors, Inc 620.02%0.03%0.05%Q3 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 882.00%2.19%2.52%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.08%0.09%0.10%Q4 2021Q3 20238
Atlantic Private Wealth, LLC 880.62%0.69%0.90%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Helen Stephens Group, LLC 881.02%1.54%2.54%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.22%0.28%0.43%Q1 2021Q3 20238
Paladin Advisory Group, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.77%1.02%1.37%Q4 2021Q3 20238
Agate Pass Investment Management, LLC 620.16%0.54%1.31%Q4 2021Q4 20238
Ameritas Advisory Services, LLC 880.25%0.52%0.99%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.02%0.05%0.06%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 882.87%3.25%4.79%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 881.65%1.96%2.27%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.31%1.81%3.67%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Wedmont Private Capital 880.06%0.15%0.28%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 883.10%4.38%6.34%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.32%0.35%0.44%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 881.67%1.80%1.86%Q4 2021Q3 20238
Scott Capital Advisors, LLC 882.95%9.07%10.94%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.25%0.39%0.58%Q4 2021Q3 20238
Bowman & Co S.C. 880.18%0.22%0.28%Q4 2021Q3 20238
MAS Advisors LLC 881.67%2.84%3.84%Q4 2021Q3 20238
Evolution Advisers, Inc. 8812.00%13.67%15.43%Q4 2021Q3 20238
NCM Capital Management, LLC 880.94%1.72%2.48%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Eagle Strategies LLC 880.65%3.98%7.43%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 885.32%6.07%6.97%Q4 2021Q3 20238
AIRE ADVISORS, LLC 885.44%6.26%8.53%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.10%0.13%0.15%Q4 2021Q3 20238
Stone Point Wealth LLC 880.66%1.02%1.85%Q4 2021Q3 20238
Laraway Financial Advisors Inc 882.18%2.80%3.47%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 881.72%2.54%3.42%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 882.55%3.25%4.30%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 8812.46%13.39%14.70%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.42%0.63%0.80%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.10%0.55%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.66%0.76%0.90%Q4 2021Q3 20238
Insight Inv LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Operose Advisors LLC 880.39%0.62%1.08%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.13%0.15%0.17%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 885.72%7.46%8.15%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 610.30%0.43%0.64%Q1 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 8813.06%15.08%17.26%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.48%0.58%0.68%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.67%0.75%0.90%Q4 2021Q3 20238
Investment Advisory Group, LLC 884.44%4.98%5.72%Q4 2021Q3 20238
First International Bank & Trust 880.14%0.19%0.23%Q4 2021Q3 20238
DRAVO BAY LLC 883.04%4.30%4.69%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.25%0.29%0.33%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.05%0.08%0.11%Q4 2021Q3 20238
Axiom Advisory, LLC 8815.99%22.01%25.66%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 887.46%9.58%12.13%Q4 2021Q3 20238
City State Bank 880.69%0.78%0.84%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.39%1.00%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.71%1.86%4.53%Q4 2021Q3 20238
Marion Wealth Management 880.22%0.29%0.38%Q4 2021Q3 20238
HB Wealth Management, LLC 880.22%0.27%0.41%Q4 2021Q3 20238
Byrne Asset Management LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Intergy Private Wealth, LLC 882.30%2.77%3.15%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 880.34%0.44%0.71%Q4 2021Q3 20238
Family CFO Inc 882.04%2.57%3.52%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.36%0.48%0.63%Q4 2021Q3 20238
Forum Financial Management, LP 880.04%0.06%0.13%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.15%0.21%0.37%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 880.19%0.24%0.32%Q4 2021Q3 20238
Ascent Group, LLC 881.14%1.24%1.34%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.26%0.39%0.72%Q4 2021Q3 20238
Security Financial Services, INC. 880.82%1.00%1.17%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.24%0.52%0.76%Q4 2021Q3 20238
Mason & Associates Inc 880.09%1.00%7.26%Q4 2021Q3 20238
Leo H. Evart, Inc. 884.82%5.31%5.63%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.05%0.07%0.09%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.23%0.27%0.29%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.28%0.47%0.88%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.29%0.40%0.51%Q4 2021Q3 20238
WARNER FINANCIAL, INC 8810.35%11.59%13.68%Q4 2021Q3 20238
W ADVISORS, LLC 880.38%0.48%0.58%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 881.13%1.50%2.31%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 881.85%2.12%2.49%Q4 2021Q3 20238
ETFIDEA, LLC 885.09%5.95%6.73%Q4 2021Q3 20238
Hofer & Associates. Inc 885.41%6.25%7.14%Q4 2021Q3 20238
Stephens Consulting, LLC 880.40%0.67%1.05%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 882.06%2.39%2.76%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.35%0.50%0.60%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.31%0.42%0.67%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.24%0.47%0.88%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 887.76%8.60%9.47%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.03%0.05%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.13%0.17%0.24%Q4 2021Q3 20238
OLD NATIONAL BANCORP /IN/ 440.01%0.02%0.04%Q3 2014Q3 20238
CANANDAIGUA NATIONAL CORP 880.06%0.07%0.09%Q2 2020Q1 20228
SouthState Corp 440.00%0.00%0.01%Q3 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.08%0.09%0.11%Q2 2013Q1 20158
CONTINENTAL INVESTORS SERVICES, INC. 880.89%0.97%1.06%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
UMB Bank, n.a. 880.12%0.14%0.16%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 610.11%0.13%0.17%Q4 2021Q3 20237
Houlihan Financial Resource Group, Ltd. 311.21%1.34%1.50%Q4 2019Q3 20237
WealthCare Investment Partners, LLC 770.40%0.45%0.53%Q1 2022Q3 20237
Hilltop Holdings Inc. 510.05%0.34%0.90%Q2 2015Q3 20237
WEALTHFRONT Corp 520.00%0.00%0.00%Q1 2015Q3 20187
ICA Group Wealth Management, LLC 770.46%0.91%1.14%Q1 2022Q3 20237
Huntington Steele LLC 770.94%0.95%0.98%Q2 2013Q4 20147
Safeguard Investment Advisory Group, LLC 510.09%0.14%0.16%Q4 2020Q2 20237
SILVER OAK SECURITIES, INCORPORATED 770.09%0.18%0.32%Q1 2022Q3 20237
CIDEL ASSET MANAGEMENT INC 770.02%0.02%0.04%Q4 2018Q2 20207
ASB Consultores, LLC 611.32%2.54%4.54%Q4 2021Q3 20237
NOVARE CAPITAL MANAGEMENT LLC 770.15%0.17%0.18%Q1 2022Q3 20237
Geneva Advisors, LLC 770.01%0.01%0.02%Q4 2015Q2 20177
Tyler-Stone Wealth Management 520.24%0.26%0.29%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.38%0.47%0.66%Q1 2022Q3 20237
CUE ADVISORY SERVICES, INC. 770.38%0.74%0.92%Q1 2017Q3 20187
First Command Advisory Services, Inc. 410.00%0.00%0.01%Q4 2018Q3 20237
WEALTHCARE CAPITAL MANAGEMENT LLC 610.00%0.01%0.01%Q3 2014Q1 20217
JACOBSON & SCHMITT ADVISORS, LLC 771.08%1.39%1.53%Q4 2014Q2 20167
HAZLETT, BURT & WATSON, INC. 770.11%0.14%0.15%Q1 2022Q3 20237
JB Capital LLC 430.02%0.03%0.04%Q3 2021Q3 20237
Kavar Capital Partners, LLC 310.00%0.01%0.03%Q4 2013Q2 20197
BancFirst Trust & Investment Management 610.15%0.18%0.22%Q1 2022Q4 20237
Alley Investment Management Company, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Schiavi & Co LLC 610.08%0.18%0.20%Q4 2020Q2 20237
Castle Rock Wealth Management, LLC 770.09%0.25%0.67%Q4 2020Q2 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.08%0.11%0.13%Q1 2022Q3 20237
Bangor Savings Bank 610.01%0.01%0.04%Q2 2021Q3 20237
Curi Wealth Management, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Gratus Capital, LLC 771.18%4.29%7.64%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 771.10%1.44%2.34%Q1 2022Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 520.01%0.01%0.01%Q1 2021Q3 20237
TCF National Bank 770.32%0.47%0.89%Q3 2019Q1 20217
Willis Johnson & Associates, Inc. 770.47%0.67%0.84%Q1 2022Q3 20237
ZACKS INVESTMENT MANAGEMENT 520.00%0.00%0.01%Q4 2021Q3 20237
First Long Island Investors, LLC 770.04%0.07%0.15%Q3 2018Q1 20207
Beacon Capital Management, LLC 772.20%2.55%3.15%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.11%0.12%0.12%Q4 2019Q2 20217
ANGELES WEALTH MANAGEMENT, LLC 770.68%0.99%1.67%Q1 2022Q3 20237
Safeguard Financial, LLC 7713.09%20.02%24.70%Q1 2022Q3 20237
Ledge Wealth Management, Inc. 770.13%3.05%7.24%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 771.13%1.24%1.42%Q1 2022Q3 20237
Crewe Advisors LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 4313.59%17.06%20.14%Q4 2021Q3 20237
Redwood Financial Network Corp 770.66%0.70%0.76%Q1 2022Q3 20237
Wambolt & Associates, LLC 430.08%0.09%0.10%Q2 2021Q3 20237
Pacific Center for Financial Services 430.00%0.00%0.01%Q4 2021Q3 20237
BOENNING & SCATTERGOOD, INC. 770.04%0.07%0.08%Q2 2021Q4 20227
LAKE STREET ADVISORS GROUP, LLC 770.06%0.07%0.09%Q4 2019Q2 20217
Advisors Preferred, LLC 510.43%2.33%7.71%Q1 2014Q1 20227
PROFFITT & GOODSON INC 770.08%0.08%0.09%Q1 2022Q3 20237
Investments & Financial Planning, LLC 430.99%1.11%1.17%Q4 2021Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
New Perspectives, Inc 770.30%0.36%0.41%Q2 2021Q4 20227
Rockbridge Investment Management, LCC 770.26%0.28%0.29%Q2 2020Q4 20217
My Legacy Advisors, LLC 770.56%0.73%1.27%Q1 2022Q3 20237
Covenant Multifamily Offices, LLC 410.05%0.16%0.30%Q4 2013Q3 20217
RVW Wealth, LLC 770.07%0.17%0.32%Q2 2022Q4 20237
ACIMA PRIVATE WEALTH, LLC 770.01%0.01%0.02%Q4 2018Q2 20207
Lineweaver Wealth Advisors, LLC 520.07%0.08%0.13%Q1 2021Q2 20237
PYA Waltman Capital, LLC 430.02%0.04%0.05%Q3 2020Q3 20227
Savior LLC 770.07%0.14%0.20%Q4 2019Q2 20217
Financial Management Professionals, Inc. 610.00%2.22%9.47%Q1 2020Q3 20227
Advocacy Wealth Management Services, LLC 320.11%0.55%1.96%Q2 2013Q3 20237
Qube Research & Technologies Ltd 210.00%0.01%0.03%Q4 2021Q3 20237
SkyOak Wealth, LLC 610.08%0.23%0.30%Q4 2019Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.36%0.42%0.50%Q1 2022Q3 20237
Financial Connections Group, Inc. 776.35%8.68%13.67%Q4 2021Q2 20237
PFG Private Wealth Management, LLC 610.00%0.02%0.05%Q3 2021Q3 20237
Placemark Investments, Inc. 770.04%0.07%0.16%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 430.06%0.10%0.17%Q1 2021Q4 20227
Parisi Gray Wealth Management 610.01%0.02%0.02%Q4 2017Q2 20217
Cadent Capital Advisors, LLC 770.12%0.14%0.15%Q4 2020Q2 20227
SFE Investment Counsel 770.08%0.16%0.24%Q2 2013Q4 20147
Schoolcraft Capital LLC 610.08%0.12%0.19%Q1 2020Q1 20227
SCHNIEDERS CAPITAL MANAGEMENT LLC 770.05%0.07%0.09%Q1 2022Q3 20237
Advisor OS, LLC 610.07%0.30%0.93%Q2 2020Q3 20237
Crown Wealth Group, LLC 770.88%1.01%1.24%Q1 2022Q3 20237
INVESTMENT MANAGEMENT OF VIRGINIA LLC 770.04%0.05%0.05%Q3 2020Q1 20227
MKT Advisors LLC 430.16%0.27%0.38%Q4 2021Q3 20237
Landsberg, Bennett, & Dubbaneh LLC 770.88%1.08%1.23%Q4 2018Q2 20207
Peterson Wealth Services 770.94%2.06%6.73%Q4 2021Q2 20237
Legacy Financial Advisors, Inc. 510.05%0.07%0.11%Q3 2021Q3 20237
McClarren Financial Advisors, Inc. 610.04%0.09%0.15%Q4 2020Q3 20227
GIRARD SECURITIES, INC. 770.31%0.46%0.57%Q4 2015Q2 20177
CHARTIST INC /CA/ 410.13%0.24%0.43%Q4 2017Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.89%1.17%1.51%Q2 2013Q4 20147
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.03%0.09%Q2 2017Q3 20236
ARK Investment Management 210.00%0.00%0.00%Q3 2021Q3 20236
RPg Family Wealth Advisory, LLC 510.01%0.05%0.13%Q4 2016Q3 20186
KilterHowling LLC 660.80%0.87%0.91%Q2 2022Q3 20236
TCG Advisory Services, LLC 510.03%0.08%0.11%Q1 2021Q3 20236
Diversified, LLC 510.05%0.35%0.56%Q4 2020Q3 20236
Burleson & Company, LLC 510.00%0.00%0.00%Q1 2021Q4 20226
Hamilton Wealth, LLC 420.10%0.12%0.12%Q3 2020Q3 20236
Sather Financial Group Inc 660.02%0.02%0.03%Q4 2020Q1 20226
Evolution Wealth Advisors, LLC 660.08%0.10%0.15%Q2 2022Q3 20236
TD Ameritrade Trust Co 660.00%0.04%0.25%Q2 2013Q3 20146
Next Level Private LLC 220.70%0.76%0.89%Q4 2021Q3 20236
Francis Financial, Inc. 660.38%2.83%6.04%Q2 2022Q3 20236
VIVID FINANCIAL MANAGEMENT, INC. 660.13%0.34%0.79%Q3 2020Q4 20216
Ciovacco Capital Management LLC 310.13%2.05%4.50%Q4 2020Q3 20236
Fountainhead AM, LLC 660.31%1.49%2.10%Q2 2022Q3 20236
BINGHAM OSBORN & SCARBOROUGH LLC 510.02%0.03%0.04%Q4 2019Q3 20216
PRIVATE TRUST CO NA 660.12%0.14%0.15%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.10%0.12%0.16%Q4 2019Q3 20216
Chemistry Wealth Management LLC 510.09%0.25%0.89%Q4 2021Q3 20236
Stone Asset Management Inc. 660.26%0.34%0.47%Q4 2021Q1 20236
UBS AG 660.24%0.26%0.27%Q2 2013Q3 20146
BRIDGES INVESTMENT MANAGEMENT INC 310.01%0.01%0.01%Q4 2019Q3 20236
WIN ADVISORS, INC 660.00%1.05%3.79%Q1 2022Q2 20236
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 660.26%0.68%1.14%Q2 2016Q3 20176
Meridian Wealth Partners, LLC 660.02%0.03%0.05%Q4 2019Q1 20216
HERITAGE INVESTORS MANAGEMENT CORP 330.01%0.02%0.02%Q1 2015Q4 20216
OLD REPUBLIC INTERNATIONAL CORP 660.33%0.48%0.80%Q3 2020Q4 20216
DBK Financial Counsel, LLC 330.26%0.34%0.42%Q4 2021Q3 20236
Frontier Asset Management, LLC 660.10%0.81%2.45%Q2 2022Q3 20236
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20236
AlphaMark Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Laird Norton Wetherby Trust Company, LLC 660.07%0.09%0.12%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
Coston, McIsaac & Partners 660.05%0.06%0.08%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.13%0.18%0.27%Q2 2022Q3 20236
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 411.45%2.05%3.01%Q2 2013Q1 20196
Consolidated Planning Corp 310.05%0.08%0.13%Q3 2021Q3 20236
Warren Street Wealth Advisors, LLC 420.18%0.20%0.27%Q4 2021Q3 20236
CYPRESS FINANCIAL PLANNING LLC 660.25%0.27%0.31%Q2 2022Q3 20236
Congress Wealth Management LLC / DE / 510.01%0.03%0.16%Q4 2021Q3 20236
Engrave Wealth Partners LLC 660.12%6.27%11.74%Q2 2022Q3 20236
Great Diamond Partners, LLC 420.13%1.09%2.98%Q4 2019Q3 20236
ADVOCATE GROUP LLC 660.20%0.22%0.26%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.03%0.05%Q2 2022Q3 20236
Overbrook Management Corp 660.07%0.11%0.15%Q4 2021Q1 20236
LIBRA WEALTH LLC 660.02%0.32%0.44%Q2 2022Q3 20236
Walker Asset Management, LLC 420.20%0.24%0.26%Q4 2021Q4 20236
EUDAIMONIA ADVISORS LLC 660.18%0.22%0.27%Q2 2022Q3 20236
SOLARIS ASSET MANAGEMENT LLC 660.02%0.14%0.47%Q2 2017Q3 20186
Clarity Financial LLC 420.06%0.07%0.09%Q1 2022Q3 20236
American Trust 660.07%0.08%0.10%Q1 2022Q2 20236
Athena Investment Management 660.32%0.38%0.47%Q2 2022Q3 20236
Parcion Private Wealth LLC 330.02%0.06%0.13%Q4 2019Q3 20216
Waypoint Capital Advisors, LLC 660.13%1.33%2.42%Q2 2022Q3 20236
FARR MILLER & WASHINGTON LLC/DC 660.02%0.02%0.02%Q2 2020Q3 20216
Invst, LLC 330.04%0.06%0.08%Q2 2020Q3 20236
Morton Brown Family Wealth, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Stifel Trust Company, N.A. 660.00%0.01%0.01%Q2 2013Q3 20146
HRT FINANCIAL LP 310.00%0.07%0.20%Q1 2020Q1 20236
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q4 2021Q3 20236
Cladis Investment Advisory, LLC 510.32%0.35%0.37%Q4 2021Q3 20236
BRR OpCo, LLC 510.02%0.03%0.04%Q2 2019Q2 20226
Householder Group Estate & Retirement Specialist, LLC 410.30%0.37%0.45%Q4 2021Q3 20236
STEWART & PATTEN CO LLC 660.06%0.07%0.08%Q2 2022Q3 20236
SHEPHERD KAPLAN KROCHUK, LLC 420.07%0.31%0.79%Q2 2021Q3 20236
Forum Private Client Group LLC 661.83%2.03%2.28%Q1 2022Q2 20236
GHP Investment Advisors, Inc. 660.05%0.08%0.11%Q2 2022Q3 20236
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q4 2021Q1 20236
Montecito Bank & Trust 220.05%0.10%0.20%Q4 2019Q4 20236
Portfolio Strategies Inc 510.03%1.17%6.11%Q4 2013Q4 20176
SteelPeak Wealth, LLC 220.02%0.02%0.04%Q4 2020Q3 20236
BOYS ARNOLD & CO INC 660.04%0.05%0.06%Q4 2018Q1 20206
Aevitas Wealth Management, Inc. 660.02%0.03%0.05%Q4 2017Q1 20196
SONATA CAPITAL GROUP INC 510.10%0.11%0.15%Q2 2018Q4 20216
New Millennium Group LLC 660.00%0.02%0.05%Q2 2022Q3 20236
KWB Wealth 660.04%0.04%0.06%Q4 2020Q1 20226
Forbes Financial Planning, Inc. 330.22%0.28%0.33%Q4 2021Q3 20236
STRINGER ASSET MANAGEMENT, LLC 513.01%5.83%7.39%Q4 2013Q2 20226
Obsidian Personal Planning Solutions LLC 661.76%2.70%3.22%Q2 2022Q3 20236
Gould Capital, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Trellis Advisors, LLC 420.10%0.11%0.12%Q2 2021Q3 20236
HighTower Trust Company, N.A. 660.08%0.11%0.18%Q4 2021Q1 20236
Field & Main Bank 660.02%0.03%0.03%Q2 2022Q3 20236
DENVER INVESTMENT ADVISORS LLC 660.01%0.01%0.01%Q4 2016Q1 20186
MTM Investment Management, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Lion Street Advisors, LLC 310.36%0.54%0.83%Q1 2020Q3 20236
StrategIQ Financial Group, LLC 660.04%0.11%0.21%Q2 2021Q3 20226
Founders Capital Management 660.00%0.05%0.07%Q3 2022Q4 20236
Provident Wealth Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Fort Point Capital Partners LLC 510.04%0.05%0.10%Q2 2016Q4 20216
PagnatoKarp Partners LLC 661.71%2.14%2.43%Q4 2018Q1 20206
Edge Advisors, LLC 660.01%0.11%0.21%Q1 2017Q2 20186
Firestone Capital Management 660.09%0.10%0.10%Q2 2022Q3 20236
Hoese & Co LLP 660.25%0.33%0.47%Q1 2021Q2 20226
KMS FINANCIAL SERVICES, INC 664.53%5.30%6.56%Q2 2013Q3 20146
Kesler, Norman & Wride, LLC 660.05%0.05%0.06%Q4 2020Q1 20226
Sunburst Financial Group, LLC 660.23%0.48%0.63%Q2 2022Q3 20236
VANTAGEPOINT INVESTMENT ADVISERS LLC 555.64%6.92%9.04%Q3 2022Q3 20235
Arlington Partners LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Transparent Wealth Partners LLC 412.57%2.86%3.51%Q4 2021Q1 20235
VAUGHAN DAVID INVESTMENTS LLC/IL 320.01%0.04%0.07%Q4 2020Q1 20235
1ST SOURCE BANK 550.03%0.04%0.05%Q2 2022Q2 20235
First Capital Advisors Group, LLC. 410.02%0.51%2.41%Q4 2021Q2 20235
FSA Wealth Management LLC 210.02%0.43%1.60%Q4 2020Q3 20235
Sumitomo Mitsui DS Asset Management Company, Ltd 551.26%1.41%1.50%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Baldwin Investment Management, LLC 550.04%0.04%0.04%Q4 2020Q4 20215
PARK NATIONAL CORP /OH/ 550.03%0.04%0.06%Q4 2022Q4 20235
Essex Savings Bank 210.01%0.10%0.28%Q1 2019Q1 20225
Compass Financial Group, INC/SD 550.76%0.78%0.80%Q4 2022Q4 20235
PITCAIRN CO 410.02%0.02%0.02%Q4 2019Q1 20215
Dana Investment Advisors, Inc. 550.01%0.03%0.07%Q3 2022Q3 20235
Crane Advisory, LLC 557.50%9.15%10.56%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.74%0.86%1.04%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.09%0.12%0.16%Q3 2022Q3 20235
Cannell & Co. 320.01%0.01%0.01%Q3 2021Q3 20235
TRADITION ASSET MANAGEMENT LLC 550.31%0.39%0.50%Q2 2019Q2 20205
Baker Avenue Asset Management, LP 410.01%0.02%0.02%Q4 2021Q3 20235
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 550.00%0.00%0.01%Q2 2020Q2 20215
PGIM Custom Harvest LLC 410.02%0.05%0.11%Q3 2021Q3 20235
WHITENER CAPITAL MANAGEMENT, INC. 410.00%0.00%0.00%Q1 2018Q2 20195
Manhattan West Asset Management, LLC 410.13%0.16%0.19%Q4 2021Q3 20235
Baltimore-Washington Financial Advisors, Inc. 550.11%0.32%0.58%Q3 2022Q3 20235
Amplius Wealth Advisors, LLC 210.03%0.05%0.07%Q4 2021Q3 20235
Colonial Trust Co / SC 550.12%0.13%0.14%Q3 2022Q3 20235
Wealth & Pension Services Group, Inc. 550.28%0.31%0.39%Q3 2018Q3 20195
Personal Wealth Partners 310.01%0.07%0.13%Q2 2019Q1 20225
Pachira Investments Inc. 550.37%0.89%1.31%Q3 2022Q3 20235
Greystone Financial Group, LLC 550.39%0.60%0.96%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.04%0.05%0.06%Q1 2015Q1 20165
Silverleafe Capital Partners, LLC 552.08%2.45%2.59%Q4 2017Q4 20185
Wilmington Trust, National Association 550.10%0.14%0.16%Q2 2013Q2 20145
Simply Money Advisors 551.90%3.93%6.04%Q1 2017Q1 20185
Norway Savings Bank 550.01%0.01%0.01%Q4 2019Q4 20205
Lenox Wealth Management, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
Legacy Capital Wealth Partners, LLC 550.16%2.68%4.69%Q1 2022Q1 20235
Paragon Advisors, LLC 550.45%0.79%1.05%Q3 2022Q3 20235
NorthLanding Financial Partners, LLC 555.24%6.36%7.53%Q3 2022Q3 20235
TCWP LLC 320.04%0.05%0.06%Q4 2021Q2 20235
Inscription Capital, LLC 410.02%1.23%5.84%Q4 2018Q1 20225
Strategic Wealth Management Group, LLC 550.10%0.13%0.18%Q2 2020Q2 20215
Wick Capital Partners, LLC 320.15%0.18%0.22%Q4 2021Q3 20235
Madison Asset Management, LLC 550.32%0.46%0.70%Q4 2019Q4 20205
Soltis Investment Advisors LLC 210.04%0.05%0.07%Q4 2021Q3 20235
BAKER TILLY WEALTH MANAGEMENT, LLC 410.06%0.33%0.68%Q2 2021Q3 20235
EXCHANGE TRADED CONCEPTS, LLC 320.53%1.16%1.68%Q4 2020Q1 20225
ODonnell Financial Services, LLC 550.10%0.45%1.23%Q3 2021Q3 20225
Summit Trail Advisors, LLC 550.04%0.06%0.06%Q3 2022Q3 20235
WILLNER & HELLER, LLC 550.71%0.82%0.91%Q4 2021Q4 20225
Paragon Wealth Strategies, LLC 210.00%0.07%0.11%Q4 2019Q3 20235
Hoover Financial Advisors, Inc. 550.01%0.02%0.03%Q2 2020Q2 20215
Koss-Olinger Consulting, LLC 550.04%0.30%0.66%Q4 2021Q4 20225
IRIDIAN ASSET MANAGEMENT LLC/CT 550.05%0.08%0.10%Q1 2020Q1 20215
Connectus Wealth, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
Piscataqua Savings Bank 550.01%0.01%0.01%Q3 2021Q3 20225
Williams Jones Wealth Management, LLC. 320.00%0.00%0.01%Q4 2021Q3 20235
Verity Asset Management, Inc. 410.32%0.92%1.75%Q1 2022Q3 20235
CoreCap Advisors, LLC 550.96%1.35%2.02%Q4 2021Q4 20225
VisionPoint Advisory Group, LLC 410.01%0.11%0.14%Q4 2018Q3 20235
Westshore Wealth, LLC 550.15%0.26%0.39%Q2 2022Q2 20235
TITLEIST CAPITAL, LLC 550.32%0.36%0.39%Q4 2021Q4 20225
Eagle Bay Advisors LLC 320.00%0.12%0.22%Q2 2021Q3 20235
Legacy Wealth Management, Inc 550.04%0.06%0.10%Q2 2021Q2 20225
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
BERRY GROUP, LLC 557.30%9.13%9.95%Q4 2019Q4 20205
FIRST MERCHANTS CORP 410.02%0.02%0.02%Q3 2020Q4 20215
Frank, Rimerman Advisors LLC 550.18%0.21%0.27%Q3 2022Q3 20235
Avalon Investment & Advisory 550.01%0.02%0.06%Q1 2022Q1 20235
Black Swift Group, LLC 410.02%0.17%0.25%Q1 2021Q3 20235
RESOLUTE FINANCIAL, LLC 550.38%0.59%1.22%Q4 2021Q4 20225
Drake & Associates, LLC 550.11%0.11%0.12%Q2 2022Q2 20235
Portfolio Solutions, LLC 550.02%0.02%0.02%Q1 2017Q1 20185
Bard Financial Services, Inc. 550.03%0.09%0.14%Q2 2022Q2 20235
Round Table Services, LLC 550.05%0.08%0.12%Q3 2021Q3 20225
Ascent Wealth Partners, LLC 410.01%0.05%0.07%Q1 2019Q4 20215
Argentus Capital Management, LLC 550.16%0.34%0.57%Q3 2015Q3 20165
UNIONVIEW, LLC 320.20%0.21%0.22%Q4 2021Q3 20235
Derbend Asset Management 550.76%1.14%1.65%Q3 2022Q3 20235
Integrity Financial Corp /WA 320.05%0.10%0.16%Q2 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.12%0.30%0.62%Q4 2018Q4 20195
CETERA INVESTMENT MANAGEMENT LLC 550.11%0.17%0.28%Q4 2015Q4 20165
Rain Capital Management, LLC 550.46%0.78%1.38%Q3 2022Q3 20235
Strategic Wealth Investment Group, LLC 210.03%0.06%0.08%Q3 2021Q2 20235
Latigo Investments, LLC 553.10%3.80%4.80%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 551.93%2.14%2.31%Q3 2022Q3 20235
Relaxing Retirement Coach 550.08%0.12%0.18%Q4 2017Q4 20185
Beirne Wealth Consulting Services, LLC 410.16%0.67%2.64%Q1 2019Q3 20225
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.12%0.15%0.17%Q4 2020Q4 20215
Coppell Advisory Solutions LLC 410.10%0.34%0.85%Q4 2020Q3 20235
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 550.08%0.16%0.18%Q1 2021Q1 20225
Steward Financial Group LLC 320.01%0.02%0.02%Q4 2021Q3 20235
SkyView Investment Advisors, LLC 550.23%0.74%1.18%Q4 2020Q4 20215
BB&T INVESTMENT SERVICES, INC. 550.04%0.15%0.28%Q4 2016Q4 20175
Sandy Cove Advisors, LLC 320.03%0.32%0.94%Q4 2021Q3 20235
Virtue Capital Management, LLC 210.04%0.07%0.12%Q4 2017Q2 20195
Global Wealth Strategies & Associates 550.02%0.02%0.04%Q4 2022Q4 20235
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 410.15%0.48%0.59%Q2 2013Q2 20165
Echo Street Capital Management LLC 550.01%0.01%0.01%Q3 2022Q3 20235
FIRST HORIZON CORP 410.05%0.14%0.46%Q2 2013Q2 20215
BURNS J W & CO INC/NY 310.03%0.04%0.06%Q4 2021Q2 20234
LVM CAPITAL MANAGEMENT LTD/MI 440.03%0.03%0.03%Q2 2021Q1 20224
BOSTON FINANCIAL MANGEMENT LLC 440.03%0.04%0.05%Q4 2022Q3 20234
TRUST CO OF VIRGINIA /VA 310.03%0.04%0.04%Q2 2022Q3 20234
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.18%0.19%0.22%Q2 2022Q1 20234
Autumn Glory Partners, LLC 440.25%0.29%0.32%Q4 2021Q3 20224
Gibson Wealth Advisors LLC 440.08%0.09%0.11%Q4 2021Q3 20224
Invesco Ltd. 310.00%0.00%0.00%Q2 2013Q2 20194
Upper Left Wealth Management, LLC 440.46%1.04%1.26%Q4 2022Q3 20234
Life Planning Partners, Inc 440.01%0.03%0.06%Q4 2021Q3 20224
Signature Wealth Management Group 440.08%0.09%0.10%Q4 2017Q3 20184
St. James Investment Advisors, LLC 310.22%0.41%0.55%Q4 2021Q4 20224
CHAPIN DAVIS, INC. 440.16%0.19%0.21%Q4 2022Q3 20234
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 310.17%0.32%0.42%Q1 2020Q1 20214
Rice Partnership, LLC 210.01%0.03%0.08%Q3 2019Q3 20224
Unconventional Investor, LLC 310.21%0.30%0.37%Q4 2021Q1 20234
Joseph Group Capital Management 440.00%0.01%0.02%Q1 2022Q4 20224
MILESTONE WEALTH, LLC 440.06%0.07%0.07%Q4 2021Q3 20224
CANANDAIGUA NATIONAL BANK & TRUST CO 440.04%0.05%0.05%Q2 2019Q1 20204
WESTPORT RESOURCES MANAGEMENT INC 440.01%0.02%0.03%Q4 2015Q3 20164
Leucadia National 440.01%0.01%0.01%Q4 2022Q3 20234
JAG CAPITAL MANAGEMENT, LLC 220.03%0.03%0.03%Q3 2019Q4 20204
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 440.03%0.05%0.07%Q3 2020Q2 20214
BRYN MAWR TRUST Co 110.01%0.01%0.02%Q4 2017Q2 20224
American Planning Services, Inc. 440.36%1.34%3.66%Q4 2021Q3 20224
ASSET MANAGEMENT CORP /IL/ /ADV 440.11%0.11%0.12%Q1 2021Q4 20214
Silver Oak Advisory Group, Inc. 440.19%0.26%0.31%Q4 2021Q3 20224
WEALTH EFFECTS LLC 440.63%0.68%0.75%Q4 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 210.00%0.02%0.06%Q2 2022Q3 20234
Bernardo Wealth Planning LLC 220.09%0.13%0.16%Q3 2020Q3 20234
HHM Wealth Advisors, LLC 440.37%0.40%0.42%Q4 2022Q3 20234
Fortis Capital Management LLC 440.07%0.10%0.17%Q4 2022Q3 20234
Powell Investment Advisors, LLC 440.58%0.71%0.83%Q4 2022Q3 20234
Next Capital Management LLC 440.18%0.20%0.22%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.12%0.13%0.15%Q4 2022Q3 20234
Regal Wealth Group, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
Alera Investment Advisors, LLC 210.05%0.07%0.09%Q4 2018Q4 20214
Sage Financial Management Group, Inc. 210.04%0.29%0.44%Q1 2021Q3 20234
HARRELL INVESTMENT PARTNERS, LLC 440.10%0.10%0.10%Q4 2020Q3 20214
Ahrens Investment Partners LLC 310.02%0.03%0.04%Q4 2021Q1 20234
Cleary Gull Holdings Inc. 440.16%0.18%0.20%Q2 2015Q1 20164
Timber Hill LLC 210.00%0.02%0.06%Q2 2013Q2 20174
SYM FINANCIAL Corp 210.00%0.01%0.01%Q4 2017Q3 20234
Goodwin Investment Advisory 440.56%0.65%0.71%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.03%0.05%0.06%Q4 2022Q3 20234
Squarepoint Ops LLC 310.00%0.08%0.28%Q1 2021Q3 20224
AGF MANAGEMENT LTD 440.05%0.05%0.06%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.05%0.08%0.18%Q4 2022Q3 20234
MADDEN SECURITIES Corp 210.03%0.16%0.25%Q4 2019Q4 20224
Cornerstone Investment Partners, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Blue Chip Partners, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 440.06%0.07%0.07%Q4 2022Q3 20234
Benin Management CORP 440.15%0.16%0.16%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.27%0.32%0.41%Q4 2017Q3 20184
CALDWELL SUTTER CAPITAL, INC. 440.06%0.31%0.52%Q4 2022Q3 20234
Paul John Balson 440.59%0.70%0.82%Q1 2020Q4 20204
Spotlight Asset Group, Inc. 220.07%1.04%3.44%Q1 2020Q3 20234
Ifrah Financial Services, Inc. 440.05%0.07%0.09%Q4 2021Q3 20224
Wealth Alliance 440.13%0.20%0.24%Q1 2020Q4 20204
Taconic Capital Advisors LP 440.20%0.45%0.73%Q4 2022Q3 20234
Elite Wealth Management, Inc. 310.07%0.25%0.52%Q1 2013Q3 20144
Mokosak Advisory Group, LLC 310.13%0.17%0.25%Q4 2018Q4 20204
Capital Investment Counsel, Inc 210.01%0.02%0.06%Q1 2019Q3 20234
WealthTrust Fairport, LLC 310.00%0.01%0.01%Q2 2014Q1 20184
Fortis Group Advisors, LLC 310.00%0.18%0.25%Q3 2020Q3 20234
ACCURATE INVESTMENT SOLUTIONS, INC. 310.02%1.26%2.75%Q2 2017Q2 20194
Family Firm, Inc. 310.06%0.06%0.07%Q1 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.20%0.22%0.23%Q4 2022Q3 20234
Praetorian Wealth Management, Inc. 220.09%0.09%0.09%Q3 2020Q3 20214
Farther Finance Advisors, LLC 440.14%0.18%0.25%Q4 2022Q3 20234
ACCESS FINANCIAL SERVICES, INC. 310.17%0.19%0.20%Q4 2019Q4 20204
Your Advocates Ltd., LLP 310.01%0.01%0.01%Q3 2020Q1 20224
Tarbox Family Office, Inc. 220.00%0.03%0.06%Q4 2013Q4 20194
Greenwich Wealth Management LLC 440.10%0.13%0.19%Q1 2016Q4 20164
New Republic Capital, LLC 440.15%0.17%0.20%Q4 2022Q3 20234
MYECFO, LLC 440.40%0.46%0.54%Q4 2022Q3 20234
HWG Holdings LP 310.00%0.01%0.02%Q2 2018Q4 20204
Altiora Financial Group, LLC 440.82%0.91%0.97%Q4 2022Q3 20234
First County Bank /CT/ 440.20%0.84%2.26%Q4 2022Q3 20234
Kensington Asset Management, LLC 313.35%9.99%16.64%Q1 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.12%0.25%0.30%Q4 2022Q3 20234
Shone Asset Management LLC 444.09%4.54%4.74%Q1 2020Q4 20204
CHANNEL WEALTH LLC 440.23%0.35%0.44%Q1 2023Q4 20234
Whitaker-Myers Wealth Managers, LTD. 441.32%1.75%2.26%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
DDFG, Inc 443.96%4.23%4.59%Q4 2022Q3 20234
Financial Alternatives, Inc 441.83%2.03%2.14%Q4 2022Q3 20234
Milestone Investment Advisors LLC 442.44%3.28%4.14%Q4 2022Q3 20234
Formidable Asset Management, LLC 440.06%0.11%0.13%Q1 2020Q4 20204
Alpha Financial Partners, LLC 440.48%0.52%0.55%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.87%0.98%1.11%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 442.14%3.23%4.48%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Legacy Financial Group LLC 310.40%0.81%1.05%Q4 2020Q3 20234
BOS Asset Management, LLC 440.33%0.38%0.42%Q4 2022Q3 20234
Park Place Capital Corp 441.35%1.46%1.57%Q4 2022Q3 20234
MRA Associates USA LLC 441.21%2.64%3.88%Q4 2018Q3 20194
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 442.72%3.45%4.39%Q4 2022Q3 20234
Parker Financial LLC 4413.71%15.48%16.64%Q4 2022Q3 20234
Monterey Private Wealth, Inc. 440.11%0.13%0.14%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 448.20%8.73%9.09%Q4 2022Q3 20234
Brown Miller Wealth Management, LLC 440.31%0.34%0.36%Q4 2022Q3 20234
Financial Freedom, LLC 440.12%0.15%0.16%Q4 2022Q3 20234
Kissinger Financial Services LLC 441.87%2.20%2.37%Q3 2016Q2 20174
VIAWEALTH, LLC 440.72%0.75%0.78%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 446.52%9.00%10.57%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 441.20%1.37%1.44%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 4414.99%15.79%16.50%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 4412.31%16.43%19.56%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 4422.50%22.83%23.19%Q4 2022Q3 20234
WEBSTERROGERS FINANCIAL ADVISORS, LLC 442.23%3.79%5.58%Q4 2022Q3 20234
KAVAR CAPITAL PARTNERS GROUP, LLC 440.47%0.53%0.56%Q4 2022Q3 20234
Sightline Wealth Advisors, LLC 440.69%1.96%2.68%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.23%0.25%0.28%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.45%1.04%1.63%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 445.03%6.08%6.50%Q4 2022Q3 20234
Breakwater Capital Group 440.15%0.20%0.25%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.31%0.33%0.36%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 441.32%2.04%2.50%Q4 2022Q3 20234
McCarthy Asset Management, Inc. 440.03%0.03%0.03%Q4 2020Q3 20214
Goldstein Advisors, LLC 440.19%0.28%0.35%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.07%0.08%0.09%Q4 2022Q3 20234
VitalStone Financial, LLC 440.15%2.41%5.96%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.06%0.07%0.08%Q4 2022Q3 20234
Lake Point Wealth Management 310.00%0.00%0.01%Q4 2018Q2 20224
RCS Financial Planning, LLC 440.94%1.00%1.07%Q4 2022Q3 20234
HF Advisory Group, LLC 440.63%0.69%0.74%Q4 2022Q3 20234
Capital One Investing, Inc. 440.10%0.13%0.16%Q4 2018Q3 20194
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.52%0.62%0.69%Q4 2022Q3 20234
Olistico Wealth, LLC 447.09%7.84%8.25%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 441.12%1.17%1.21%Q4 2022Q3 20234
Register Financial Advisors LLC 442.12%3.10%3.54%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SP Asset Management LLC 442.69%2.93%3.13%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.27%0.30%0.32%Q4 2022Q3 20234
Waterford Advisors, LLC 446.70%7.72%8.81%Q4 2022Q3 20234
InterOcean Capital, LLC 440.05%0.06%0.06%Q3 2019Q2 20204
JDM Financial Group LLC 440.19%0.21%0.23%Q4 2022Q3 20234
Pinkerton Retirement Specialists, LLC 310.01%0.01%0.03%Q2 2016Q2 20174
Strategic Investment Solutions, Inc. /IL 440.46%1.72%3.28%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.19%0.22%0.24%Q4 2022Q3 20234
DOLIVER ADVISORS, LP 220.08%0.29%0.71%Q1 2019Q4 20214
Retirement Investment Advisors, Inc. 4417.61%19.89%20.98%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 441.59%1.76%1.85%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.71%0.78%0.87%Q4 2022Q3 20234
ALTERNA WEALTH MANAGEMENT, INC 310.64%3.72%11.14%Q4 2018Q3 20234
Fee-Only Financial Planning, L.C. 4422.58%25.25%26.93%Q4 2022Q3 20234
KLS Professional Advisors Group, LLC 440.02%0.04%0.06%Q2 2018Q1 20194
KHP Capital, LLC 440.12%0.17%0.21%Q4 2017Q3 20184
Cyndeo Wealth Partners, LLC 440.98%1.17%1.27%Q4 2022Q3 20234
James J. Burns & Company, LLC 440.07%0.09%0.10%Q3 2022Q2 20234
Nalls Sherbakoff Group, LLC 310.22%0.27%0.38%Q4 2018Q3 20234
Corient Private Wealth LLC 440.42%0.44%0.48%Q4 2022Q3 20234
TFO Wealth Partners, LLC 210.00%0.01%0.03%Q3 2020Q3 20234
Orion Capital Management LLC 310.02%0.06%0.11%Q1 2022Q3 20234
Vertex Planning Partners, LLC 440.37%0.39%0.43%Q4 2022Q3 20234
Tevis Investment Management 440.03%0.03%0.04%Q4 2021Q3 20224
PRESILIUM PRIVATE WEALTH, LLC 4411.30%11.63%11.95%Q4 2022Q3 20234
EMC Capital Management 440.26%2.65%3.60%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 449.92%10.58%11.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.17%0.35%0.43%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Sterling Group Wealth Management, LLC 440.21%0.23%0.25%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.02%0.02%Q4 2022Q3 20234
WealthPlan Investment Management, LLC 310.01%0.03%0.05%Q1 2022Q1 20234
Better Money Decisions, LLC 310.05%0.07%0.09%Q1 2021Q2 20224
LEVEL FOUR FINANCIAL, LLC 440.79%0.92%0.99%Q4 2020Q3 20214
MONUMENTAL FINANCIAL GROUP INC. 310.14%0.16%0.19%Q1 2022Q3 20234
Luken Investment Analytics, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Bank of Kentucky, Inc. 440.00%0.00%0.00%Q1 2014Q4 20144
Fi3 FINANCIAL ADVISORS, LLC 440.23%0.35%0.52%Q4 2022Q3 20234
TCTC Holdings, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Vanguard Capital Wealth Advisors 440.35%0.41%0.58%Q4 2017Q3 20184
Retireful, LLC 310.24%0.36%0.58%Q2 2022Q3 20234
VeraBank, N.A. 440.22%1.40%2.36%Q4 2022Q3 20234
JTC Employer Solutions Trustee Ltd 440.01%0.03%0.04%Q2 2021Q1 20224
SageView Advisory Group, LLC 440.42%0.46%0.51%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 441.30%1.46%1.90%Q4 2022Q3 20234
Freedom Day Solutions, LLC 440.11%0.15%0.25%Q2 2021Q1 20224
Mission Creek Capital Partners, Inc. 440.38%0.42%0.45%Q4 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 448.84%9.99%10.76%Q4 2022Q3 20234
Strata Wealth Advisors, LLC 2113.14%15.94%18.56%Q4 2022Q3 20233
Carolina Wealth Advisors, LLC 210.00%0.01%0.01%Q1 2021Q3 20233
Summit X, LLC 210.02%0.05%0.06%Q3 2020Q2 20233
Fortis Advisors, LLC 330.00%0.03%0.05%Q2 2020Q4 20203
Armor Investment Advisors, LLC 330.03%0.04%0.05%Q4 2022Q2 20233
Guidant Wealth Advisors 330.00%0.00%0.01%Q1 2019Q3 20193
Copperwynd Financial, LLC 333.47%3.53%3.64%Q1 2023Q3 20233
IBEX WEALTH ADVISORS 110.01%0.02%0.04%Q4 2016Q3 20213
ROBERTSON STEPHENS ADVISORS LLC 330.45%1.19%2.04%Q1 2017Q3 20173
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Apella Capital, LLC 330.04%0.04%0.05%Q2 2023Q4 20233
Kovitz Investment Group Partners, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Cardan Capital Partners, LLC 330.03%0.03%0.03%Q2 2019Q4 20193
Silversage Advisors 330.92%0.98%1.01%Q4 2019Q2 20203
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
WNY Asset Management, LLC 330.28%0.29%0.30%Q1 2023Q3 20233
1 NORTH WEALTH SERVICES LLC 210.01%0.03%0.05%Q4 2018Q4 20193
Blue Sky Asset Management, LLC 330.31%3.20%7.41%Q4 2019Q2 20203
Towercrest Capital Management 330.10%0.10%0.10%Q1 2023Q3 20233
Karp Capital Management Corp 110.02%0.13%0.34%Q4 2018Q2 20223
Capital Advantage, Inc. 330.07%0.08%0.08%Q2 2020Q4 20203
Strategic Capital Alternatives LLC 210.01%0.03%0.06%Q3 2014Q3 20153
COUNTRY CLUB BANK /GFN 330.07%0.09%0.09%Q1 2023Q3 20233
Alliance Wealth Management Group 210.05%0.13%0.17%Q3 2017Q2 20233
Capital Market Strategies LLC 210.18%0.18%0.19%Q4 2021Q4 20233
Del-Sette Capital Management, LLC 332.68%3.34%3.76%Q1 2023Q3 20233
Scarborough Advisors, LLC 331.80%2.01%2.21%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.67%1.58%2.04%Q2 2020Q3 20223
Allen Capital Group, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
Riggs Asset Managment Co. Inc. 210.01%0.03%0.04%Q3 2016Q3 20233
Bridgewater Advisors Inc. 330.06%0.06%0.06%Q3 2021Q1 20223
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.21%0.44%Q3 2020Q4 20223
Advisor Resource Council 110.07%0.15%0.20%Q2 2021Q2 20223
Hamilton Point Investment Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Torch Wealth Management LLC 330.09%0.09%0.09%Q4 2013Q2 20143
GM Advisory Group, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
PRINCETON CAPITAL MANAGEMENT LLC 330.04%0.04%0.05%Q1 2018Q3 20183
STRATEGY ASSET MANAGERS LLC 330.05%0.06%0.06%Q3 2022Q1 20233
Surevest, LLC 210.00%0.00%0.01%Q4 2021Q3 20223
Penserra Capital Management LLC 110.00%0.02%0.03%Q3 2019Q2 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.01%Q4 2019Q2 20203
BIP Wealth, LLC 330.22%0.24%0.28%Q1 2023Q3 20233
EWA, LLC 332.98%3.10%3.25%Q1 2023Q3 20233
Vontobel Holding Ltd. 330.01%0.01%0.01%Q1 2023Q3 20233
Horan Capital Advisors, LLC. 210.01%0.01%0.02%Q3 2019Q3 20203
Oak Harvest Investment Services 330.05%0.25%0.48%Q1 2023Q3 20233
Journey Advisory Group, LLC 330.25%0.26%0.27%Q1 2023Q3 20233
East Coast Asset Management, LLC. 330.08%0.09%0.09%Q4 2012Q2 20133
Running Point Capital Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2013Q2 20173
Altus Wealth Group LLC 330.11%0.12%0.12%Q4 2020Q2 20213
Capital Wealth Planning, LLC 210.05%0.06%0.07%Q2 2019Q1 20203
INVESTMENT HOUSE LLC 110.05%0.45%0.99%Q3 2015Q4 20223
Novak Financial Planning, LLC 332.15%2.23%2.35%Q4 2020Q2 20213
Allegiant Private Advisors, LLC 330.46%0.78%1.11%Q4 2020Q2 20213
Gunma Bank,Ltd. 211.14%1.44%1.68%Q1 2021Q4 20213
Frontier Wealth Management LLC 330.00%0.01%0.02%Q3 2021Q1 20223
Glovista Investments LLC 330.20%0.26%0.31%Q4 2020Q2 20213
Strategic Income Management, LLC 335.71%5.77%5.81%Q4 2014Q2 20153
Family Management Corp 330.02%0.02%0.02%Q2 2019Q4 20193
Wright Fund Management, LLC 330.68%1.07%1.63%Q1 2023Q3 20233
Golden State Equity Partners 330.08%0.11%0.15%Q1 2023Q3 20233
FOCUS Wealth Advisors, LLC 330.14%0.15%0.16%Q1 2023Q3 20233
Price Wealth, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Oxler Private Wealth LLC 210.06%0.09%0.15%Q4 2020Q3 20223
Gallagher Fiduciary Advisors, LLC 330.41%0.53%0.67%Q1 2023Q3 20233
Echo Wealth Management, LLC 330.34%0.36%0.39%Q4 2020Q2 20213
Main Street Research LLC 330.02%0.02%0.03%Q2 2021Q4 20213
DEFINED WEALTH MANAGEMENT, LLC 332.62%3.87%4.67%Q1 2023Q3 20233
Brevan Howard Capital Management LP 330.06%0.13%0.18%Q4 2022Q2 20233
ETRADE Capital Management LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Emery Howard Portfolio Management, Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
Regency Capital Management Inc.\DE 330.07%0.08%0.10%Q4 2021Q2 20223
FourThought Financial, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Keystone Wealth Services, LLC 330.11%0.35%0.67%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 330.98%1.01%1.03%Q1 2023Q3 20233
Edgewood Management 110.00%0.01%0.01%Q4 2016Q4 20213
Itau Unibanco Holding S.A. 330.02%0.02%0.02%Q3 2016Q1 20173
NorthCoast Asset Management LLC 210.01%0.01%0.01%Q2 2020Q3 20213
REUTER JAMES WEALTH MANAGEMENT, LLC 330.18%0.20%0.21%Q4 2021Q2 20223
OLD MISSION CAPITAL LLC 110.03%0.03%0.04%Q2 2016Q2 20203
Fifth Third Wealth Advisors LLC 330.63%0.78%1.07%Q2 2023Q4 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST MIDWEST BANK TRUST DIVISION 330.13%0.14%0.14%Q2 2021Q4 20213
IMA Wealth, Inc. 210.00%0.00%0.01%Q2 2022Q3 20233
Compass Efficient Model Portfolios, LLC 330.00%0.05%0.11%Q2 2013Q4 20133
BLUESTEIN R H & CO LLC 330.02%0.02%0.02%Q4 2016Q2 20173
JMAC ENTERPRISES LLC 330.25%0.31%0.33%Q1 2023Q3 20233
GODSEY & GIBB, INC 330.00%0.01%0.01%Q1 2023Q3 20233
Banco Santander, S.A. 210.01%0.04%0.05%Q2 2019Q2 20203
Pinnacle Private Wealth, LLC 330.13%0.16%0.20%Q4 2021Q2 20223
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 210.20%0.52%1.16%Q2 2021Q3 20233
GW&K Investment Management, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2014Q4 20153
VANCE WEALTH, INC. 210.14%0.17%0.24%Q4 2021Q3 20233
Blackston Financial Advisory Group, LLC 331.88%2.38%2.67%Q4 2021Q2 20223
626 Financial, LLC 330.14%0.15%0.15%Q1 2023Q3 20233
HORIZON KINETICS ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q2 2020Q4 20203
O'ROURKE & COMPANY, Inc 330.17%0.18%0.20%Q4 2021Q2 20223
BANK OF NOVA SCOTIA 330.07%0.11%0.13%Q4 2021Q2 20223
CAPITAL ONE FINANCIAL CORP 330.07%0.08%0.08%Q1 2020Q3 20203
SIENA CAPITAL LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Retirement Solution Inc. 110.14%0.17%0.22%Q4 2020Q2 20233
Tanglewood Wealth Management, Inc. 330.13%0.64%1.64%Q1 2020Q3 20203
Kraft, Davis & Associates, LLC 212.46%2.71%2.86%Q4 2022Q3 20233
Paragon Private Wealth Management, LLC 330.69%0.86%1.00%Q1 2023Q3 20233
Asset Allocation Strategies LLC 210.14%0.20%0.26%Q4 2022Q3 20233
SADOFF INVESTMENT MANAGEMENT LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Lansing Street Advisors 210.02%0.23%0.47%Q1 2022Q2 20233
Empirical Asset Management, LLC 210.19%0.20%0.21%Q4 2021Q3 20233
Worth Asset Management, LLC 330.04%2.49%7.25%Q1 2023Q3 20233
Carr Financial Group Corp 330.10%0.10%0.10%Q1 2023Q3 20233
Momentum Advisors, LLC 330.40%0.44%0.47%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.41%0.43%0.44%Q1 2023Q3 20233
MGO Private Wealth, LLC 331.40%3.17%4.22%Q1 2023Q3 20233
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q4 2021Q2 20223
Fiduciary Alliance LLC 210.04%0.07%0.10%Q4 2022Q3 20233
FourThought Financial Partners, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Gallacher Capital Management LLC 330.13%0.14%0.14%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.24%0.56%0.74%Q4 2021Q2 20223
NATIONAL INVESTMENT SERVICES INC /WI 333.73%5.18%6.00%Q2 2013Q4 20133
GEM Asset Management, LLC 330.17%0.20%0.21%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 211.37%1.57%1.72%Q4 2022Q3 20233
Team Hewins, LLC 330.20%0.20%0.21%Q4 2022Q2 20233
Tilson Financial Group, Inc. 214.64%5.75%6.91%Q4 2022Q3 20233
LGT Financial Advisors LLC 210.07%0.09%0.10%Q4 2022Q3 20233
TFB Advisors LLC 330.42%0.48%0.60%Q4 2022Q2 20233
Tanglewood Legacy Advisors, LLC 330.42%0.47%0.50%Q1 2023Q3 20233
Delta Financial Group, Inc. 213.29%3.64%3.86%Q4 2022Q3 20233
CIC Wealth, LLC 330.08%0.09%0.10%Q4 2022Q2 20233
BEACON FINANCIAL PLANNING, INC 330.23%0.24%0.25%Q1 2023Q3 20233
Foundation Wealth Management, LLC 330.21%0.22%0.23%Q1 2023Q3 20233
25 LLC 335.13%5.54%5.85%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.35%0.41%0.44%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.49%0.56%0.64%Q4 2022Q3 20233
Empire Financial Management Company, LLC 330.17%0.17%0.18%Q1 2023Q3 20233
Imprint Wealth LLC 330.20%0.32%0.45%Q1 2023Q3 20233
Eagle Ridge Investment Management 210.02%0.03%0.03%Q3 2020Q3 20213
Consolidated Portfolio Review Corp 331.93%2.00%2.08%Q1 2023Q3 20233
PFG Investments, LLC 330.42%0.42%0.42%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 334.74%4.75%4.76%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 331.08%1.13%1.17%Q1 2023Q3 20233
Vawter Financial, Ltd. 330.21%0.21%0.21%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.43%0.52%0.64%Q1 2023Q3 20233
Noble Family Wealth, LLC 335.85%6.10%6.27%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 333.90%4.13%4.38%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.42%0.47%0.50%Q1 2023Q3 20233
Welch Group, LLC 210.01%0.02%0.02%Q1 2021Q3 20233
Atomi Financial Group, Inc. 330.64%0.71%0.75%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
WealthTrust Axiom LLC 330.09%0.10%0.10%Q1 2023Q3 20233
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.01%Q1 2017Q3 20183
Rainier Group Investment Advisory LLC 210.09%0.18%0.25%Q4 2016Q3 20203
BBVA USA Bancshares, Inc. 210.00%0.01%0.02%Q4 2019Q1 20213
Mercer Investments LLC 330.74%1.16%1.93%Q2 2013Q4 20133
1st Global Advisors, Inc. 330.06%0.07%0.07%Q2 2014Q4 20143
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.00%0.21%0.42%Q2 2016Q1 20223
Financial Gravity Companies, Inc. 210.08%0.09%0.11%Q4 2017Q4 20183
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 330.11%0.11%0.11%Q2 2021Q4 20213
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2021Q3 20233
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 330.02%0.02%0.02%Q3 2021Q1 20223
Aris Wealth Services, Inc. 330.02%0.03%0.05%Q1 2015Q3 20153
GRANDFIELD & DODD, LLC 330.09%0.09%0.09%Q2 2015Q4 20153
Laffer Tengler Investments, Inc. 330.05%0.05%0.05%Q1 2023Q3 20233
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 330.01%0.01%0.01%Q3 2021Q1 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Blue Chip Wealth Management, Inc. 330.31%0.34%0.35%Q1 2018Q3 20183
Paradigm Financial Partners, LLC 330.11%0.13%0.16%Q2 2021Q4 20213
USAdvisors Wealth Management, LLC 210.09%0.11%0.15%Q2 2019Q1 20223
Quaker Wealth Management, LLC 332.51%2.68%2.80%Q1 2023Q3 20233
G&S Capital LLC 210.07%0.13%0.18%Q4 2017Q3 20233
Divergent Planning, LLC 210.12%0.13%0.15%Q1 2022Q3 20233
Buckley Wealth Management, LLC 330.20%0.21%0.22%Q2 2019Q4 20193
FIDUCIENT ADVISORS LLC 210.11%0.15%0.22%Q1 2022Q4 20223
ERTS Wealth Advisors, LLC 210.04%0.06%0.08%Q4 2018Q4 20213
X-Square Capital, LLC 330.18%0.18%0.19%Q2 2019Q4 20193
Front Row Advisors LLC 330.05%0.05%0.06%Q4 2017Q2 20183
Quadrant Private Wealth Management, LLC 330.74%0.77%0.80%Q4 2022Q2 20233
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Legacy Financial Strategies, LLC 330.73%0.85%1.03%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.11%0.15%0.16%Q4 2017Q3 20183
Y-Intercept (Hong Kong) Ltd 210.07%0.12%0.17%Q3 2021Q3 20223
Tolleson Wealth Management, Inc. 210.05%0.06%0.07%Q1 2022Q2 20233
C-J Advisory, Inc. 332.24%2.40%2.54%Q1 2021Q3 20213
MCIA Inc 210.00%16.92%26.32%Q3 2017Q3 20233
AlphaCore Capital LLC 210.00%0.15%0.36%Q3 2021Q3 20233
Peak Capital Management LLC 330.04%0.05%0.07%Q1 2018Q3 20183
OneAscent Financial Services LLC 210.08%0.10%0.11%Q2 2022Q3 20233
Curated Wealth Partners LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Tranquility Partners, LLC 330.22%0.24%0.24%Q3 2021Q1 20223
MERIDIAN MANAGEMENT CO 220.07%0.09%0.10%Q1 2023Q2 20232
QCM Cayman, Ltd. 110.58%0.63%0.67%Q3 2020Q2 20212
CCG WEALTH MANAGEMENT, LLC 220.22%0.23%0.24%Q1 2023Q2 20232
FutureAdvisor, Inc. 220.04%0.04%0.04%Q2 2015Q3 20152
CPA Asset Management LLC 220.50%0.52%0.53%Q2 2023Q3 20232
Sage Advisory Services, Ltd.Co. 222.03%2.13%2.22%Q3 2017Q4 20172
Fiduciary Trust Co International of Pennsylvania 110.02%0.02%0.02%Q3 2019Q1 20202
Arcadia Wealth Management, LLC 229.25%9.55%9.84%Q2 2023Q3 20232
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Syntegra Private Wealth Group, LLC 220.05%0.09%0.13%Q2 2023Q3 20232
COHEN LAWRENCE B 112.87%3.05%3.24%Q4 2021Q4 20222
Lake Hills Wealth Management, LLC 220.21%0.26%0.30%Q4 2021Q1 20222
Portside Wealth Group, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
LeJeune Puetz Investment Counsel LLC 220.16%0.19%0.21%Q4 2022Q1 20232
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Idaho Trust Bank 222.84%2.88%2.91%Q2 2023Q3 20232
ORG Partners LLC 220.04%0.10%0.17%Q2 2023Q3 20232
RATIONAL ADVISORS LLC 220.18%0.21%0.23%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Intrepid Financial Planning Group LLC 220.14%0.14%0.14%Q2 2022Q3 20222
OPPENHEIMER ASSET MANAGEMENT INC. 220.02%0.02%0.02%Q3 2017Q4 20172
Hoxton Financial, Inc. 110.00%0.01%0.01%Q2 2015Q1 20162
Capital Advisors Wealth Management, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
TRAN CAPITAL MANAGEMENT, L.P. 110.02%0.10%0.18%Q4 2015Q4 20162
Cadence Bank 220.04%0.04%0.05%Q3 2022Q4 20222
Impact Partnership Wealth, LLC 222.63%10.93%19.22%Q2 2023Q3 20232
Slagle Financial, LLC 220.21%0.21%0.21%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.34%0.35%0.36%Q2 2023Q3 20232
UNION SAVINGS BANK 220.05%0.05%0.06%Q2 2023Q3 20232
Capstone Financial Advisors, Inc. 220.02%0.02%0.02%Q2 2021Q3 20212
BHK Investment Advisors, LLC 220.18%0.35%0.51%Q4 2017Q1 20182
OVERSEA-CHINESE BANKING Corp Ltd 220.09%0.10%0.10%Q2 2023Q3 20232
DOVER ADVISORS, LLC 220.36%0.38%0.40%Q2 2023Q3 20232
PETREDIS INVESTMENT ADVISORS LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Parker Investment Management, LLC 110.06%0.06%0.06%Q3 2018Q2 20192
BROWN WEALTH MANAGEMENT, LLC 222.88%3.40%3.92%Q2 2023Q3 20232
DAVIDSON INVESTMENT ADVISORS 220.06%0.10%0.15%Q2 2021Q3 20212
Certus Wealth Management, LLC 221.79%2.15%2.50%Q2 2023Q3 20232
Arjuna Capital 110.03%0.06%0.09%Q2 2021Q4 20222
DecisionPoint Financial, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 220.02%0.02%0.02%Q2 2023Q3 20232
GRAND WEALTH MANAGEMENT, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.00%0.00%Q2 2023Q3 20232
Prosperity Financial Group, Inc. 220.29%0.30%0.30%Q2 2023Q3 20232
RICE HALL JAMES & ASSOCIATES, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
FFT WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.08%0.09%0.10%Q4 2019Q1 20202
DAYMARK WEALTH PARTNERS, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Prosperity Wealth Management, Inc. 220.24%0.25%0.26%Q2 2023Q3 20232
CGC Financial Services, LLC 220.28%0.28%0.28%Q2 2023Q3 20232
Kaizen Financial Strategies 110.16%0.30%0.44%Q4 2020Q4 20212
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
Johnson Financial Group, LLC 220.03%0.12%0.20%Q2 2023Q3 20232
SHELTON CAPITAL MANAGEMENT 110.01%0.02%0.02%Q4 2021Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.22%0.25%0.28%Q2 2023Q3 20232
GTS SECURITIES LLC 220.01%0.06%0.12%Q2 2023Q3 20232
Renasant Bank 220.25%0.31%0.36%Q4 2020Q1 20212
Pinnacle Advisory Group, Inc. 110.01%0.02%0.03%Q2 2016Q1 20212
BigSur Wealth Management LLC 220.03%0.03%0.03%Q1 2022Q2 20222
GUIDANCE CAPITAL, INC 220.37%0.43%0.48%Q2 2023Q3 20232
Quantbot Technologies LP 110.00%0.00%0.00%Q3 2021Q1 20232
Sharper & Granite LLC 220.25%0.25%0.26%Q2 2023Q3 20232
WATERSHED PRIVATE WEALTH LLC 220.25%0.25%0.25%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 220.10%0.47%0.85%Q4 2022Q1 20232
CAPITAL INSIGHT PARTNERS, LLC 220.04%0.05%0.05%Q3 2021Q4 20212
Wiser Wealth Management, Inc 220.08%0.08%0.08%Q3 2023Q4 20232
Sutton Wealth Advisors Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q4 20212
Investment Research & Advisory Group, Inc. 220.04%0.05%0.06%Q4 2020Q1 20212
Camarda Financial Advisors, LLC 110.01%0.03%0.06%Q4 2013Q3 20182
Reynolds Investment Management, Inc. 221.88%2.03%2.18%Q1 2022Q2 20222
Arlington Capital Management, Inc. 220.28%0.33%0.38%Q4 2019Q1 20202
Objective Capital Management, LLC 220.18%0.18%0.19%Q4 2021Q1 20222
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.00%Q1 2016Q2 20162
Kessler Investment Group, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
RELIANCE TRUST CO OF DELAWARE 110.03%0.03%0.03%Q2 2013Q4 20142
Summit Equities Inc 220.06%0.06%0.07%Q2 2018Q3 20182
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Gibson Capital, LLC 220.44%0.45%0.45%Q3 2019Q4 20192
Oak Point Wealth Management 220.89%0.90%0.92%Q4 2017Q1 20182
Gotham Asset Management, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
PHYSICIANS FINANCIAL SERVICES, INC. 220.09%0.10%0.11%Q2 2021Q3 20212
Family Asset Management, LLC 220.00%0.05%0.11%Q2 2023Q3 20232
EdgeRock Capital LLC 2216.02%16.50%16.98%Q2 2022Q3 20222
SWMG, LLC 220.16%0.30%0.44%Q1 2023Q2 20232
True Capital Management 221.59%1.61%1.62%Q4 2022Q1 20232
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q1 2021Q2 20212
YARGER WEALTH STRATEGIES, LLC 220.19%0.19%0.20%Q2 2023Q3 20232
Great Lakes Retirement, Inc. 220.28%0.28%0.28%Q4 2019Q1 20202
Crew Capital Management, Ltd. 220.20%0.20%0.20%Q2 2021Q3 20212
Fortress Wealth Management, Inc. 221.11%1.69%2.27%Q4 2022Q1 20232
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2022Q3 20232
Palmer Knight Co 220.19%0.20%0.20%Q3 2022Q4 20222
CONSILIO WEALTH ADVISORS, LLC 220.58%3.24%5.91%Q4 2021Q1 20222
Quantitative Investment Management, LLC 110.16%0.30%0.43%Q2 2018Q4 20182
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2022Q3 20232
SMI Advisory Services, LLC 110.08%0.12%0.15%Q1 2022Q3 20232
Claremont Financial Group, Inc. 221.52%2.22%2.92%Q4 2021Q1 20222
PRUDENTIAL PLC 220.04%0.04%0.04%Q2 2023Q3 20232
Aaron Wealth Advisors LLC 110.03%0.24%0.45%Q1 2022Q3 20232
Charles Schwab Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2013Q4 20142
FURE FINANCIAL CORP 1112.67%16.32%19.98%Q3 2020Q2 20222
Winchester Group Inc. 220.09%0.10%0.10%Q2 2013Q3 20132
Alerus Investment Advisors Corp 220.01%0.01%0.01%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.04%0.04%0.04%Q4 2021Q1 20222
First Western Trust Bank 220.00%0.00%0.00%Q1 2022Q2 20222
GRIFFIN ASSET MANAGEMENT, INC. 220.11%0.11%0.12%Q2 2013Q3 20132
SINECERA CAPITAL, LLC 220.23%0.25%0.28%Q2 2023Q3 20232
Callan Capital, LLC 110.02%0.03%0.04%Q4 2020Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.39%0.40%0.40%Q1 2021Q2 20212
Veracity Capital LLC 220.07%0.08%0.10%Q4 2019Q1 20202
Archvest Wealth Advisors, Inc. 220.22%0.24%0.27%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.07%0.08%0.08%Q4 2014Q1 20152
Catalyst Wealth Management, LLC 220.71%0.86%1.01%Q4 2022Q1 20232
DB Wealth Management Group, LLC 220.01%0.52%1.03%Q2 2023Q3 20232
Buttonwood Financial Advisors Inc. 220.20%0.20%0.20%Q2 2023Q3 20232
Grant/GrossMendelsohn, LLC 220.27%0.27%0.28%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 221.66%1.77%1.89%Q1 2021Q2 20212
Rosenbaum Jay D. 220.55%0.64%0.73%Q2 2023Q3 20232
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q2 2020Q3 20202
Quantitative Strategies, Inc. 220.14%0.15%0.15%Q2 2023Q3 20232
Trevian Wealth Management LLC 110.19%0.20%0.21%Q1 2022Q3 20232
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 220.13%0.17%0.21%Q1 2023Q2 20232
MOULTON WEALTH MANAGEMENT, INC 222.66%2.73%2.80%Q3 2021Q4 20212
CarsonAllaria Wealth Management, Ltd. 220.03%0.03%0.03%Q1 2023Q2 20232
Red Tortoise LLC 110.81%0.86%0.91%Q3 2021Q4 20222
FIRST COMMUNITY TRUST NA 220.18%0.19%0.19%Q4 2021Q1 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Fullerton Fund Management Co Ltd. 220.63%0.74%0.85%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 111.26%1.32%1.38%Q4 2022Q3 20232
Grey Street Capital, LLC 220.40%0.41%0.42%Q2 2023Q3 20232
Empowered Funds, LLC 110.10%1.87%3.63%Q3 2021Q2 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.03%0.04%Q2 2022Q3 20222
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q2 2021Q4 20212
Caption Management, LLC 110.12%0.58%1.04%Q3 2020Q3 20202
Icon Wealth Advisors, LLC 220.10%0.11%0.11%Q3 2022Q4 20222
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q1 20142
CPR Investments Inc. 220.19%0.19%0.20%Q4 2021Q1 20222
Polianta Ltd 227.64%8.21%8.78%Q1 2020Q2 20202
Dorsey Wright & Associates 117.54%8.73%9.92%Q1 2014Q3 20142
Werba Rubin Papier Wealth Management 220.08%0.08%0.08%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Signify Wealth 220.16%4.78%9.39%Q3 2021Q4 20212
TWIN CAPITAL MANAGEMENT INC 220.58%0.62%0.66%Q3 2015Q4 20152
Secrest Blakey & Associates, LLC 220.06%0.06%0.06%Q2 2019Q3 20192
Fieldpoint Private Securities, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
AMI ASSET MANAGEMENT CORP 110.01%0.02%0.02%Q1 2020Q4 20212
Lee Financial Group Hawaii, Inc. 220.65%0.70%0.75%Q2 2020Q3 20202
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
HORIZON BANCORP INC /IN/ 220.29%0.33%0.37%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
Biltmore Capital Advisors LLC 114.08%4.21%4.34%Q4 2018Q2 20202
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Fund Evaluation Group, LLC 220.20%0.44%0.68%Q4 2019Q1 20202
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2022Q3 20232
Essex LLC 110.06%0.06%0.06%Q4 2021Q2 20232
SBK Financial, Inc. 220.19%0.20%0.21%Q4 2021Q1 20222
NIXON PEABODY TRUST CO 221.73%1.73%1.74%Q2 2023Q3 20232
AMJ Financial Wealth Management 220.14%0.19%0.23%Q4 2021Q1 20222
DRIVE WEALTH MANAGEMENT, LLC 220.12%0.17%0.21%Q4 2022Q1 20232
Strategic Asset Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Revisor Wealth Management LLC 220.26%0.27%0.28%Q1 2023Q2 20232
Quent Capital, LLC 110.01%0.01%0.01%Q1 2022Q4 20222
Column Capital Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
CapWealth Advisors, LLC 110.02%0.03%0.03%Q4 2019Q2 20202
Planned Solutions, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
Israel Discount Bank of New York 220.06%0.06%0.06%Q4 2018Q1 20192
Simplicity Wealth,LLC 220.17%0.18%0.18%Q1 2023Q2 20232
DIMENSION CAPITAL MANAGEMENT LLC 220.07%0.07%0.08%Q1 2021Q2 20212
FOSTER DYKEMA CABOT & CO INC/MA 220.00%0.00%0.00%Q2 2023Q3 20232
Sound View Wealth Advisors, LLC 220.49%0.50%0.51%Q4 2018Q1 20192
Aspen Grove Capital, LLC 220.60%0.68%0.76%Q2 2023Q3 20232
Dai-ichi Life Insurance Company, Ltd 221.48%1.57%1.65%Q3 2020Q4 20202
Resolute Wealth Strategies, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Jenkins Wealth 119.21%9.32%9.43%Q4 2021Q4 20222
MFA WEALTH ADVISORS, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Constellation Wealth Advisors, LLC 220.06%0.16%0.26%Q3 2013Q4 20132
Heritage Investment Group, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Epic Trust Investment Advisors, LLC 220.35%0.37%0.39%Q1 2023Q2 20232
Polen Capital Management 220.00%0.00%0.01%Q2 2023Q3 20232
CMC Financial Group 111.80%7.28%12.76%Q2 2019Q3 20212
Kerntke Otto McGlone Wealth Management Group 110.04%0.06%0.08%Q2 2021Q4 20222
Trust Co of Kansas 110.14%0.23%0.32%Q4 2021Q4 20222
Canal Capital Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
DRW Securities, LLC 110.30%0.30%0.30%Q3 2013Q3 20131
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Eukles Asset Management 110.00%0.00%0.00%Q2 2023Q2 20231
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
JUNCTURE WEALTH STRATEGIES, LLC 110.13%0.13%0.13%Q2 2017Q2 20171
ATHERTON LANE ADVISERS, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Maven Securities LTD 110.04%0.04%0.04%Q3 2020Q3 20201
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2021Q1 20211
Buffington Mohr McNeal 110.04%0.04%0.04%Q4 2016Q4 20161
Guild Investment Management, Inc. 116.46%6.46%6.46%Q4 2014Q4 20141
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2021Q4 20211
Board of Trustees of The Leland Stanford Junior University 110.03%0.03%0.03%Q1 2022Q1 20221
Cypress Capital Management LLC (WY) 110.09%0.09%0.09%Q2 2019Q2 20191
Maple Capital Management, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Sharkey, Howes & Javer 110.01%0.01%0.01%Q1 2015Q1 20151
Graypoint LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Rinet Co LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Capital Wealth Alliance, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Hamilton Capital, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST FINANCIAL EQUITY CORPORATION 110.96%0.96%0.96%Q1 2017Q1 20171
Moser Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.98%0.98%0.98%Q3 2018Q3 20181
ASSET PLANNING CORPORATION 110.13%0.13%0.13%Q4 2020Q4 20201
Sustainable Growth Advisers, LP 110.00%0.00%0.00%Q2 2022Q2 20221
CANADA PENSION PLAN INVESTMENT BOARD 110.04%0.04%0.04%Q1 2021Q1 20211
Castle Financial & Retirement Planning Associates, Inc. 110.34%0.34%0.34%Q4 2021Q4 20211
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 111.28%1.28%1.28%Q2 2013Q2 20131
QUALCOMM INC/DE 1110.01%10.01%10.01%Q2 2013Q2 20131
BOSTON RESEARCH & MANAGEMENT INC 110.11%0.11%0.11%Q1 2019Q1 20191
MACRO Consulting Group 110.32%0.32%0.32%Q4 2018Q4 20181
Stuart Chaussee & Associates, Inc. 110.30%0.30%0.30%Q4 2015Q4 20151
Wealth CMT 110.03%0.03%0.03%Q1 2023Q1 20231
Aberdeen Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Compton Wealth Advisory Group, LLC 111.19%1.19%1.19%Q3 2023Q3 20231
Cynosure Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Proficio Capital Partners LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Cavalier Investments, LLC 110.85%0.85%0.85%Q2 2021Q2 20211
Walleye Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
CM WEALTH ADVISORS LLC 110.09%0.09%0.09%Q2 2023Q2 20231
HighMark Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Monte Financial Group, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
RELIANCE TRUST CO 114.23%4.23%4.23%Q3 2018Q3 20181
Sepio Capital, LP 110.03%0.03%0.03%Q3 2023Q3 20231
Indie Asset Partners, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Armbruster Capital Management, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Avalon Advisory Group 110.20%0.20%0.20%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Watchman Group, Inc. 110.12%0.12%0.12%Q4 2022Q4 20221
JGP Wealth Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Schonfeld Strategic Advisors LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Bridgewealth Advisory Group, LLC 111.00%1.00%1.00%Q3 2023Q3 20231
Schneider Downs Wealth Management Advisors, LP 110.14%0.14%0.14%Q3 2016Q3 20161
Aquire Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grant Street Asset Management, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Coastal Bridge Advisors, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Clearstead Trust, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
GREENWOOD GEARHART INC 110.26%0.26%0.26%Q4 2022Q4 20221
SUN LIFE FINANCIAL INC 110.00%0.00%0.00%Q4 2015Q4 20151
LWS Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
PRIMORIS WEALTH ADVISORS, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
CHERRYDALE WEALTH MANAGEMENT, LLC 110.32%0.32%0.32%Q3 2022Q3 20221
FIDELITY D & D BANCORP INC 110.22%0.22%0.22%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.19%0.19%0.19%Q2 2023Q2 20231
CHATHAM CAPITAL GROUP, INC. 110.05%0.05%0.05%Q4 2022Q4 20221
RIVERBRIDGE PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stiles Financial Services Inc 110.24%0.24%0.24%Q3 2022Q3 20221
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
FIRST INTERSTATE BANK 110.02%0.02%0.02%Q3 2023Q3 20231
Paradigm Capital Management, LLC/NV 110.22%0.22%0.22%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BAINCO INTERNATIONAL INVESTORS 110.02%0.02%0.02%Q1 2020Q1 20201
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WESTWOOD MANAGEMENT CORP /IL/ 110.34%0.34%0.34%Q2 2019Q2 20191
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2022Q4 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.04%0.04%0.04%Q4 2022Q4 20221
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
KRS Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
INVERNESS COUNSEL LLC /NY/ 110.01%0.01%0.01%Q3 2018Q3 20181
CLEARY GULL INC. 110.25%0.25%0.25%Q1 2015Q1 20151
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Burns Matteson Capital Management, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Alliance Wealth Advisors, LLC /UT 110.49%0.49%0.49%Q4 2022Q4 20221
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Oliver Luxxe Assets LLC 110.26%0.26%0.26%Q1 2016Q1 20161
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PAYDEN & RYGEL 110.01%0.01%0.01%Q4 2020Q4 20201
Tanager Wealth Management LLP 110.09%0.09%0.09%Q2 2023Q2 20231
WELCH & FORBES LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ipswich Investment Management Co., Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Financial Planners of Cleveland, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
INVESTMENT PARTNERS, LTD. 110.11%0.11%0.11%Q3 2023Q3 20231
McDonough Capital Management, Inc 110.24%0.24%0.24%Q3 2022Q3 20221
Resurgent Financial Advisors LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Mystic Asset Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
ARS Wealth Advisors Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
AFS Financial Group, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Blue Barn Wealth, LLC 111.68%1.68%1.68%Q4 2022Q4 20221
LMCG INVESTMENTS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Glassy Mountain Advisors, Inc. 113.42%3.42%3.42%Q1 2023Q1 20231
Boulder Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Investors Research Corp 110.00%0.00%0.00%Q1 2019Q1 20191
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Seven Springs Wealth Group, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
SHAYNE & JACOBS, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Jackson Financial Management 110.20%0.20%0.20%Q1 2018Q1 20181
Wedgewood Partners 110.08%0.08%0.08%Q1 2022Q1 20221
CANTOR FITZGERALD, L. P. 110.02%0.02%0.02%Q2 2022Q2 20221
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FSC Wealth Advisors, LLC 113.20%3.20%3.20%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Compass Financial Group, Inc. 112.31%2.31%2.31%Q4 2015Q4 20151
Matisse Capital 110.16%0.16%0.16%Q3 2023Q3 20231
Sands Capital Management 110.01%0.01%0.01%Q4 2022Q4 20221
Ethic Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Benedetti & Gucer, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
GUARDIAN CAPITAL ADVISORS LP 110.93%0.93%0.93%Q3 2023Q3 20231
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q2 2022Q2 20221
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Wallace Advisory Group, LLC 111.78%1.78%1.78%Q4 2022Q4 20221
Quantum Capital Management, LLC / NJ 1111.60%11.60%11.60%Q3 2017Q3 20171
Nikulski Financial, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Northwest Bank & Trust Co 110.09%0.09%0.09%Q2 2023Q2 20231
TNF LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Bridge Advisory, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
BEDEL FINANCIAL CONSULTING INC 110.24%0.24%0.24%Q3 2023Q3 20231
Plan Group Financial, LLC 110.55%0.55%0.55%Q2 2023Q2 20231
Financial Advantage, Inc. 110.05%0.05%0.05%Q4 2013Q4 20131
Highlander Capital Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Stelac Advisory Services LLC 110.10%0.10%0.10%Q4 2020Q4 20201
SPRENG CAPITAL MANAGEMENT, INC. 110.32%0.32%0.32%Q3 2023Q3 20231
Gerstein Fisher 110.04%0.04%0.04%Q3 2016Q3 20161
Second Half Financial Partners, LLC 110.50%0.50%0.50%Q2 2023Q2 20231
Legacy Wealth Asset Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 111.42%1.42%1.42%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEATHERLY ASSET MANAGEMENT L. P. 110.04%0.04%0.04%Q3 2023Q3 20231
Human Investing LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ethos Financial Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.33%0.33%0.33%Q4 2020Q4 20201
Pinnacle Wealth Advisors 111.25%1.25%1.25%Q2 2021Q2 20211
Twin Tree Management, LP 110.01%0.01%0.01%Q3 2023Q3 20231
SevenBridge Financial Group, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
RFG HOLDINGS, INC. 110.11%0.11%0.11%Q4 2021Q4 20211
CoreFirst Bank & Trust 110.04%0.04%0.04%Q3 2023Q3 20231
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oder Investment Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Verum Partners LLC 110.15%0.15%0.15%Q3 2023Q3 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.06%0.06%Q1 2020Q1 20201
Commonwealth Financial Services, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Clarus Group, Inc. 110.26%0.26%0.26%Q2 2022Q2 20221
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2022Q1 20221
Visionary Asset Management, Inc. 110.70%0.70%0.70%Q4 2015Q4 20151
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Taylor & Morgan Wealth Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Opal Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Gilbert & Cook, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
ARS Wealth Advisors, LLC 110.11%0.11%0.11%Q2 2014Q2 20141
Ackerman Capital Advisors, LLC 110.46%0.46%0.46%Q1 2020Q1 20201
New Harbor Financial Group, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Strategic Equity Management 113.95%3.95%3.95%Q4 2021Q4 20211
Goelzer Investment Management, Inc. 110.09%0.09%0.09%Q1 2013Q1 20131
Seven Post Investment Office LP 110.09%0.09%0.09%Q3 2021Q3 20211
First Citizens Asset Management, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Alpha DNA Investment Management LLC 110.06%0.06%0.06%Q1 2023Q1 20231
MILESTONE ASSET MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
KCS Wealth Advisory 110.08%0.08%0.08%Q3 2019Q3 20191
STABLEFORD CAPITAL II LLC 1117.72%17.72%17.72%Q1 2023Q1 20231
Catamount Wealth Management 110.01%0.01%0.01%Q4 2016Q4 20161
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Antonetti Capital Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Ipsen Advisor Group LLC 110.49%0.49%0.49%Q4 2022Q4 20221
LWMG, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ergoteles LLC 110.39%0.39%0.39%Q2 2022Q2 20221
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Headlands Technologies LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Northern Capital Management, Inc. 111.57%1.57%1.57%Q4 2022Q4 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Capital Investment Services of America, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Centennial Wealth Advisory LLC 111.75%1.75%1.75%Q4 2020Q4 20201
Robbie L. Kennerson P.A., Inc. 116.21%6.21%6.21%Q4 2022Q4 20221
Linden Thomas Advisory Services, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
NewDay Solutions, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
West Tower Group, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Lionsbridge Wealth Management LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Fithian, LLC 110.42%0.42%0.42%Q1 2023Q1 20231
GFS Private Wealth, LLC 1113.27%13.27%13.27%Q4 2017Q4 20171
Thor Advisors, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Chicago Wealth Management, Inc. 118.62%8.62%8.62%Q4 2019Q4 20191
Delpha Capital Management, LLC 114.48%4.48%4.48%Q1 2018Q1 20181
American Financial Network Advisory Services LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Transform Wealth, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Silicon Hills Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BLUE SQUARE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Buck Wealth Strategies, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
EA Series Trust 110.10%0.10%0.10%Q2 2023Q2 20231
Fulcrum Capital LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Root Financial Partners, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Platform Technology Partners 110.10%0.10%0.10%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.36%0.36%0.36%Q4 2015Q4 20151
PNC Managed Account Solutions, Inc. 110.04%0.04%0.04%Q2 2021Q2 20211
Synergy Asset Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Cypress Point Wealth Management, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
ELEVATUS WELATH MANAGEMENT 112.00%2.00%2.00%Q3 2023Q3 20231
FIDUCIARY SERVICES CORP/GA 110.08%0.08%0.08%Q1 2015Q1 20151
LAZARI CAPITAL MANAGEMENT, INC. 110.11%0.11%0.11%Q2 2023Q2 20231
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kure Advisory, LLC 112.90%2.90%2.90%Q3 2023Q3 20231
Carlsbad Wealth Advisory Group, Inc. 110.59%0.59%0.59%Q2 2023Q2 20231
RAM Investment Partners, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
BNC WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
SIGNET MANAGEMENT USA, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
Strategic Advocates LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 110.19%0.19%0.19%Q3 2022Q3 20221
Anfield Capital Management, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
CEDAR HILL ASSOCIATES, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
GSG Advisors LLC 110.95%0.95%0.95%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 113.31%3.31%3.31%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.52%0.52%0.52%Q3 2023Q3 20231
Horst & Graben Wealth Management LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
United Community Bank 110.11%0.11%0.11%Q3 2023Q3 20231
Exchange Bank 110.28%0.28%0.28%Q2 2023Q2 20231
Allen Mooney & Barnes Investment Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Waypoint Wealth Partners Inc. 110.15%0.15%0.15%Q1 2021Q1 20211
Motley Fool Wealth Management, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
THREADGILL FINANCIAL, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Argent Advisors, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
Ameraudi Asset Management, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WealthTrust-Arizona, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CXI Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
Knights of Columbus Asset Advisors LLC 111.24%1.24%1.24%Q1 2019Q1 20191
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Vise Technologies, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Wilshire Advisors LLC 113.98%3.98%3.98%Q4 2015Q4 20151
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q3 2013Q3 20131
Per Stirling Capital Management, LLC. 110.40%0.40%0.40%Q4 2022Q4 20221
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FIRST AMERICAN TRUST, FSB 110.07%0.07%0.07%Q3 2023Q3 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Perimeter Capital Partners, LLC 1116.91%16.91%16.91%Q3 2014Q3 20141
Shilanski & Associates, Inc. 110.41%0.41%0.41%Q3 2022Q3 20221
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.07%0.07%0.07%Q4 2019Q4 20191
Main Line Retirement Advisors, LLC 115.04%5.04%5.04%Q2 2023Q2 20231
Americana Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
ALPS ADVISORS INC 110.00%0.00%0.00%Q4 2015Q4 20151
EisnerAmper Wealth Management Corporate Benefits, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
BCM ADVISORS, LLC 110.26%0.26%0.26%Q4 2017Q4 20171
Bridgecreek Investment Management, LLC 110.06%0.06%0.06%Q4 2014Q4 20141
HM Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Barber Financial Group, Inc. 112.66%2.66%2.66%Q3 2017Q3 20171
Indiana Trust & Investment Management CO 110.29%0.29%0.29%Q3 2023Q3 20231
Godshalk Welsh Capital Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
CAHABA WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q1 2022Q1 20221
Regis Management CO LLC 110.09%0.09%0.09%Q4 2015Q4 20151
COLUMBUS CIRCLE INVESTORS 110.37%0.37%0.37%Q2 2017Q2 20171
Hartford Financial Management Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
BBR PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Osbon Capital Management LLC 110.24%0.24%0.24%Q2 2019Q2 20191
ClearBridge Investments 110.00%0.00%0.00%Q4 2015Q4 20151
External links

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