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 2023108
Cutler Group LLC / CA 32320.00%0.01%0.22%Q4 2015Q3 202377
BANK OF AMERICA CORP /DE/ 42420.00%0.71%1.75%Q2 2013Q3 202356
HUNTINGTON NATIONAL BANK 30180.00%0.04%0.09%Q4 2009Q3 202353
Citadel Advisors 1810.00%0.00%0.01%Q1 2014Q3 202351
WOLVERINE TRADING, LLC 810.00%0.00%0.01%Q2 2016Q3 202350
MCF Advisors LLC 4070.24%1.22%12.70%Q4 2011Q3 202347
Zhang Financial LLC 47470.70%1.15%1.50%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.01%0.05%0.12%Q1 2012Q3 202346
NWAM LLC 46460.37%2.12%4.82%Q2 2012Q3 202346
Rehmann Capital Advisory Group 2820.14%0.79%2.62%Q4 2011Q3 202345
TCI Wealth Advisors, Inc. 44440.08%0.17%0.26%Q4 2012Q3 202344
TRUIST FINANCIAL CORP 42420.00%0.54%1.21%Q2 2013Q3 202344
Tortoise Investment Management, LLC 44440.01%0.74%1.49%Q4 2012Q3 202344
Destination Wealth Management 43430.13%0.78%2.49%Q1 2013Q3 202343
CARRET ASSET MANAGEMENT, LLC 43430.17%0.25%0.38%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.34%0.42%0.50%Q1 2013Q3 202343
COMMERCE BANK 43430.02%0.05%0.16%Q1 2013Q3 202343
JMG Financial Group, Ltd. 42420.12%0.25%1.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42421.12%1.82%2.71%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.03%0.07%0.13%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42423.22%5.45%8.46%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%0.12%0.39%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.04%0.14%0.40%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.23%0.43%0.78%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.69%1.15%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42426.90%11.70%18.18%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.67%1.23%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.05%0.12%0.19%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.15%0.41%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.11%0.28%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.06%0.18%0.79%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.10%0.21%0.40%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.16%0.43%0.67%Q2 2013Q3 202342
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 42420.33%0.72%1.28%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.09%0.18%0.54%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.07%0.25%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.15%1.03%2.29%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 42420.56%1.64%3.13%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.05%0.09%0.13%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%6.32%11.55%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.03%0.09%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.37%1.27%Q2 2013Q3 202342
American Investment Services, Inc. 42421.97%3.23%6.02%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.02%0.04%Q2 2013Q3 202342
Carlson Capital Management 42421.12%3.57%5.95%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.20%3.11%6.05%Q2 2013Q3 202342
COURIER CAPITAL LLC 42421.68%2.76%3.59%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.17%0.23%0.34%Q2 2013Q3 202342
Savant Capital, LLC 42420.16%1.08%2.38%Q2 2013Q3 202342
TD Capital Management LLC 42422.42%4.26%8.96%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.05%0.13%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 424217.53%25.37%34.46%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.01%0.03%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.16%0.94%2.34%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.08%0.20%0.38%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.08%0.19%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.02%0.04%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42422.34%3.04%4.21%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.10%0.14%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.21%0.63%1.05%Q1 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42420.23%0.42%0.65%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.02%0.14%Q2 2013Q3 202342
Creative Planning 42420.05%0.07%0.12%Q2 2013Q3 202342
Opus Capital Group, LLC 42420.18%1.61%3.53%Q2 2013Q3 202342
Modera Wealth Management, LLC 42422.56%5.52%7.71%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.34%2.82%9.25%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.17%0.26%0.43%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.22%0.80%2.55%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.48%0.82%1.25%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.03%0.21%0.40%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.03%0.08%0.19%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.08%0.15%0.31%Q2 2013Q3 202342
MORGAN STANLEY 42420.14%0.31%0.54%Q2 2013Q3 202342
FMR LLC 42420.02%0.06%0.10%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42424.98%7.21%9.48%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.03%0.31%0.89%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.12%3.96%13.52%Q3 2013Q3 202341
ASSOCIATED BANC-CORP 41410.05%0.23%0.62%Q3 2013Q3 202341
TOMPKINS FINANCIAL CORP 3290.00%0.85%3.31%Q2 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 41410.07%0.80%2.04%Q3 2013Q3 202341
UBS Group AG 36360.00%0.48%0.73%Q4 2014Q3 202341
Janney Montgomery Scott LLC 41410.07%0.15%0.33%Q3 2013Q3 202341
First Horizon Advisors, Inc. 41410.15%0.22%0.30%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.14%Q2 2013Q3 202341
ASSETMARK, INC 41410.84%1.63%2.67%Q3 2013Q3 202341
BEESE FULMER INVESTMENT MANAGEMENT, INC. 3470.06%0.10%0.21%Q2 2013Q3 202341
EXENCIAL WEALTH ADVISORS, LLC 2480.88%1.58%2.61%Q1 2013Q3 202341
JNBA Financial Advisors 21200.01%0.11%0.45%Q2 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 4010.00%0.05%0.09%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.85%1.91%Q4 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.64%1.62%3.82%Q2 2013Q3 202341
CONDOR CAPITAL MANAGEMENT 41411.86%3.70%5.88%Q3 2013Q3 202341
THRIVENT FINANCIAL FOR LUTHERANS 37370.00%0.08%0.24%Q3 2014Q3 202341
Kistler-Tiffany Companies, LLC 41410.07%0.18%0.32%Q2 2013Q2 202341
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.01%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.08%0.26%Q2 2013Q3 202341
Legacy Private Trust Co. 41410.04%0.29%1.78%Q3 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.14%0.25%0.55%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.03%0.95%2.65%Q2 2013Q3 202341
SouthState Corp 4010.03%0.04%0.05%Q2 2013Q3 202341
BRIGHTON JONES LLC 26150.09%0.18%0.32%Q2 2013Q3 202341
Evercore Wealth Management, LLC 3560.00%0.02%0.03%Q2 2013Q3 202341
Haverford Trust Co 4010.01%0.01%0.02%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.01%1.89%2.74%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 22190.06%0.41%1.15%Q2 2013Q3 202341
HighTower Advisors, LLC 30110.02%0.21%0.61%Q2 2013Q3 202341
Sandy Spring Bank 3830.02%0.03%0.04%Q2 2013Q3 202341
SIGNATUREFD, LLC 27140.01%0.40%1.61%Q2 2013Q3 202341
HOWE & RUSLING INC 3830.06%0.07%0.10%Q2 2013Q3 202341
COLONY GROUP LLC 40400.01%0.24%0.79%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.45%0.76%1.09%Q4 2013Q3 202340
Thomasville National Bank 27130.03%0.15%0.63%Q2 2013Q3 202340
BURNEY CO/ 3190.02%0.18%0.34%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.20%0.46%0.92%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.02%0.06%0.15%Q2 2013Q1 202340
Cranbrook Wealth Management, LLC 40402.27%4.67%7.28%Q4 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40401.73%2.37%4.36%Q4 2013Q3 202340
HOWLAND CAPITAL MANAGEMENT LLC 40400.07%0.12%0.18%Q4 2013Q3 202340
SOL Capital Management CO 40400.08%1.08%2.42%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.01%0.03%0.21%Q4 2013Q3 202340
Blue Edge Capital, LLC 40406.52%8.86%10.43%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.36%1.01%1.86%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.45%2.18%5.45%Q2 2013Q4 202340
SAGE FINANCIAL GROUP INC 40403.59%5.87%7.93%Q4 2013Q3 202340
Newman Dignan & Sheerar, Inc. 3230.05%0.70%1.13%Q2 2013Q3 202340
M&T BANK CORP 25150.00%0.04%0.11%Q3 2013Q3 202340
PLANNING ALTERNATIVES LTD /ADV 40401.20%2.36%4.97%Q4 2013Q3 202340
Private Ocean, LLC 40400.26%0.58%1.08%Q4 2013Q3 202340
Cetera Advisors LLC 23170.04%0.18%0.39%Q3 2013Q3 202340
Financial Planning & Information Services, Inc. 40405.08%7.24%9.20%Q4 2013Q3 202340
Reynders McVeigh Capital Management, LLC 29110.01%0.04%0.06%Q3 2013Q3 202340
SILVERCREST ASSET MANAGEMENT GROUP LLC 40400.00%0.01%0.19%Q4 2013Q3 202340
CIBC Private Wealth Group, LLC 39390.01%0.11%0.69%Q1 2014Q3 202339
COUNTRY TRUST BANK 39390.00%0.00%0.01%Q2 2014Q4 202339
COMERICA BANK 3810.00%0.04%0.18%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.13%0.28%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.09%0.76%1.96%Q2 2013Q3 202339
Madden Advisory Services, Inc. 39390.08%2.14%5.73%Q1 2014Q3 202339
Archford Capital Strategies, LLC 39390.00%1.99%4.00%Q1 2014Q3 202339
FDx Advisors, Inc. 3270.03%0.38%1.20%Q4 2013Q3 202339
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.13%0.53%3.89%Q3 2013Q3 202339
Mathes Company, Inc. 3720.14%0.19%0.24%Q4 2013Q3 202339
CHOREO, LLC 39390.30%4.94%11.77%Q1 2014Q3 202339
MUFG Americas Holdings Corp 3810.00%0.23%0.67%Q4 2010Q3 202239
Brinker Capital Investments, LLC 39390.04%0.47%1.30%Q2 2013Q4 202239
Highlander Capital Management, LLC 39390.02%0.05%0.09%Q1 2014Q3 202339
DOWLING & YAHNKE LLC 38380.04%0.06%0.14%Q2 2013Q3 202238
North Star Investment Management Corp. 21170.01%0.04%0.14%Q1 2014Q3 202338
Atlas Brown,Inc. 38380.24%1.39%2.60%Q2 2014Q3 202338
Garde Capital, Inc. 383810.21%12.55%17.17%Q2 2014Q3 202338
FARMERS & MERCHANTS INVESTMENTS INC 38380.00%0.01%0.02%Q2 2014Q3 202338
Waverly Advisors, LLC 3440.00%1.55%3.00%Q4 2013Q3 202338
ALLIANCEBERNSTEIN L.P. 27110.00%0.01%0.01%Q3 2013Q3 202338
FIRST MANHATTAN CO. LLC. 38380.00%0.01%0.02%Q2 2014Q3 202338
Sensible Financial Planning & Management, LLC. 37370.42%1.18%3.64%Q3 2014Q3 202337
FORTE CAPITAL LLC /ADV 37371.02%2.43%5.17%Q3 2014Q3 202337
Nadler Financial Group, Inc. 37372.82%7.91%9.78%Q3 2014Q3 202337
Morningstar Investment Services LLC 2730.10%1.24%2.41%Q2 2013Q3 202337
Ironsides Asset Advisors, LLC 23140.56%0.93%1.58%Q2 2014Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.02%0.35%2.31%Q2 2013Q2 202237
STEPHENS INC /AR/ 37370.02%0.28%0.65%Q3 2014Q3 202337
VANGUARD GROUP INC 3430.00%0.01%0.04%Q2 2013Q3 202337
INSPIRION WEALTH ADVISORS, LLC 36360.16%0.25%0.39%Q4 2014Q3 202336
Glassman Wealth Services 36360.01%0.02%0.08%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.17%0.66%0.99%Q4 2014Q3 202336
QUEST INVESTMENT MANAGEMENT LLC 36360.26%0.95%2.66%Q4 2014Q3 202336
EP Wealth Advisors, LLC 18180.00%11.93%19.28%Q3 2014Q3 202336
Atria Investments, Inc 22140.03%0.55%1.31%Q3 2014Q3 202336
Wealth Architects, LLC 36360.56%2.63%5.06%Q4 2014Q3 202336
BTC Capital Management, Inc. 21150.85%0.95%1.02%Q3 2014Q3 202336
FOSTER & MOTLEY INC 36360.03%0.06%0.12%Q4 2014Q3 202336
BALASA DINVERNO & FOLTZ LLC 36360.04%0.10%0.21%Q4 2013Q3 202236
Argent Trust Co 36360.05%0.21%0.33%Q4 2014Q3 202336
AIMZ Investment Advisors, LLC 36360.42%0.68%0.96%Q4 2014Q3 202336
CREDIT SUISSE AG/ 1510.00%0.01%0.04%Q1 2013Q3 202336
Diversified Portfolios, Inc. 36361.63%2.59%3.55%Q4 2014Q3 202336
AlphaMark Advisors, LLC 20160.02%0.09%0.40%Q2 2013Q3 202336
Sigma Planning Corp 36360.06%0.23%0.46%Q4 2014Q3 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.01%0.06%0.13%Q4 2014Q3 202336
Cornerstone Management, Inc. 36367.52%16.67%21.77%Q4 2014Q3 202336
M Holdings Securities, Inc. 2910.24%0.77%1.79%Q4 2013Q2 202336
JOHNSON INVESTMENT COUNSEL INC 36360.02%0.06%0.10%Q4 2014Q3 202336
Betterment LLC 36364.99%7.67%12.30%Q4 2014Q3 202336
REGENTATLANTIC CAPITAL LLC 36360.02%0.09%0.18%Q4 2013Q3 202236
Chicago Partners Investment Group LLC 25100.23%0.58%1.13%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.11%0.18%0.48%Q2 2013Q4 202135
Hefren-Tillotson, Inc. 35351.25%13.41%46.20%Q3 2013Q1 202235
FOUNDERS FINANCIAL SECURITIES LLC 25100.06%5.05%17.84%Q4 2013Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.09%1.03%1.64%Q4 2014Q3 202335
Horizon Investments, LLC 2740.01%3.18%21.79%Q2 2013Q3 202335
Paragon Capital Management Ltd 2050.07%2.21%4.12%Q2 2014Q3 202335
Cable Hill Partners, LLC 2964.12%15.07%23.85%Q4 2014Q3 202335
Affiance Financial, LLC 35350.24%1.49%9.01%Q1 2015Q3 202335
Ironwood Financial, llc 3140.05%0.15%0.32%Q4 2014Q3 202335
Allworth Financial LP 35350.00%0.18%0.75%Q1 2015Q3 202335
Manchester Capital Management LLC 35350.13%1.40%3.18%Q1 2015Q3 202335
B. Riley Wealth Advisors, Inc. 3310.00%1.09%2.03%Q2 2014Q3 202335
JANE STREET GROUP, LLC 1110.00%0.02%0.08%Q4 2014Q3 202335
PROVIDA PENSION FUND ADMINISTRATOR 1492.59%12.06%23.04%Q4 2013Q4 202235
Voya Financial Advisors, Inc. 35350.04%0.89%1.90%Q1 2015Q3 202335
Alpha Cubed Investments, LLC 34340.04%0.07%0.16%Q2 2015Q3 202334
MILLENNIUM MANAGEMENT LLC 1520.00%0.00%0.01%Q1 2014Q3 202334
STALEY CAPITAL ADVISERS INC 3220.02%0.40%0.85%Q1 2015Q3 202334
LINCOLN NATIONAL CORP 3110.02%0.23%0.38%Q1 2014Q3 202334
MISSION WEALTH MANAGEMENT, LP 34342.76%7.01%12.73%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.01%0.20%0.49%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.42%0.52%0.70%Q2 2015Q3 202334
ELM ADVISORS, LLC 34341.11%1.80%3.29%Q4 2013Q1 202234
FC Advisory LLC 34340.27%0.36%0.44%Q3 2015Q4 202334
Mariner, LLC 34340.02%1.25%2.06%Q2 2015Q3 202334
MV CAPITAL MANAGEMENT, INC. 33330.11%0.37%0.86%Q3 2015Q3 202333
Summit Financial Strategies, Inc. 1040.09%0.14%0.21%Q4 2014Q3 202333
Stratos Wealth Partners, LTD. 3120.02%0.28%0.56%Q4 2014Q3 202333
Baystate Wealth Management LLC 2850.01%2.39%6.15%Q3 2014Q3 202333
CWM, LLC 2410.00%0.10%0.49%Q4 2013Q3 202333
Homrich & Berg 3210.04%0.06%0.09%Q2 2013Q3 202133
Versant Capital Management, Inc 33330.08%0.27%0.60%Q4 2015Q4 202333
BlackRock Inc. 32320.00%0.01%0.03%Q4 2015Q3 202333
Evensky & Katz LLC 2670.00%0.11%0.22%Q2 2013Q3 202333
SEGALL BRYANT & HAMILL, LLC 2760.01%0.01%0.01%Q1 2015Q2 202333
Hilltop Holdings Inc. 2670.02%0.35%2.67%Q1 2015Q3 202333
Grove Bank & Trust 32320.01%1.04%2.13%Q4 2015Q3 202332
Corrigan Financial, Inc. 32321.94%2.65%3.56%Q4 2015Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2840.00%0.07%0.20%Q2 2013Q4 202132
Diversified Trust Co 32320.03%0.07%0.14%Q1 2016Q4 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.24%0.55%0.98%Q4 2015Q3 202332
Coe Capital Management, LLC 3110.11%0.38%0.70%Q2 2013Q2 202132
Windham Capital Management, LLC 2930.39%5.28%10.63%Q2 2013Q3 202332
Windsor Capital Management, LLC 2930.02%0.25%0.30%Q2 2013Q3 202332
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 32321.10%1.37%1.73%Q4 2015Q3 202332
BANK OF HAWAII 32320.34%4.25%5.06%Q4 2015Q3 202332
New England Private Wealth Advisors LLC 32320.10%0.14%0.22%Q4 2015Q3 202332
Cordasco Financial Network 32320.02%1.34%7.14%Q3 2014Q2 202232
Paradigm Financial Advisors, LLC 32320.95%1.68%2.92%Q1 2014Q4 202132
Bishop & Co Investment Management, LLC 32326.12%8.81%10.14%Q4 2015Q3 202332
Caprock Group, LLC 32320.22%0.86%2.24%Q4 2015Q3 202332
Bragg Financial Advisors, Inc 32320.10%0.63%1.09%Q4 2015Q3 202332
Raab & Moskowitz Asset Management LLC 3110.04%0.83%2.08%Q4 2014Q3 202332
GIRARD PARTNERS LTD. 32320.12%0.94%1.91%Q4 2015Q3 202332
WRAPMANAGER INC 32320.21%0.33%0.59%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.54%1.11%1.77%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32321.66%3.20%5.36%Q4 2015Q3 202332
Clarius Group, LLC 32320.36%1.28%2.62%Q4 2015Q3 202332
Cetera Investment Advisers 32320.73%1.37%2.14%Q4 2015Q3 202332
ProVise Management Group, LLC 32320.42%0.79%1.01%Q2 2013Q1 202132
Berkeley Capital Partners, LLC 32320.25%1.20%4.22%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.11%0.40%1.34%Q4 2015Q3 202332
Kovack Advisors, Inc. 32320.15%0.68%1.08%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.12%0.22%0.40%Q4 2015Q3 202332
Hanson & Doremus Investment Management 3110.00%0.30%1.43%Q3 2013Q3 202332
Brookstone Capital Management 2810.01%0.49%1.52%Q2 2015Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.08%0.50%1.26%Q1 2016Q3 202331
Asset Dedication, LLC 2650.01%0.07%0.19%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3010.79%2.14%5.17%Q1 2014Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.96%5.20%Q2 2013Q3 202331
IFP Advisors, Inc 17140.08%0.33%0.69%Q4 2015Q3 202331
Kelman-Lazarov, Inc. 31310.32%1.22%2.32%Q1 2016Q3 202331
Simmons Bank 31310.42%0.56%0.69%Q1 2016Q3 202331
DIXON HUBARD FEINOUR & BROWN INC/VA 21100.06%0.31%0.50%Q3 2013Q2 202231
Efficient Advisors, LLC 31310.10%2.45%7.69%Q1 2016Q3 202331
CULLEN/FROST BANKERS, INC. 19120.00%0.04%0.14%Q4 2015Q3 202331
Vigilant Capital Management, LLC 1290.00%0.02%0.05%Q1 2014Q2 202331
QUADRANT CAPITAL GROUP LLC 16150.01%0.26%0.86%Q2 2015Q3 202331
Winch Advisory Services, LLC 1710.00%0.65%5.06%Q2 2014Q3 202331
DUBUQUE BANK & TRUST CO 17140.01%2.44%6.96%Q4 2015Q3 202331
Proficio Capital Partners LLC 31310.03%0.53%1.46%Q1 2016Q3 202331
AMI INVESTMENT MANAGEMENT INC 31311.15%2.67%4.76%Q1 2016Q3 202331
First Financial Bank - Trust Division 31310.37%1.53%3.14%Q2 2016Q4 202331
Financial Architects, Inc 2740.00%0.14%0.37%Q3 2015Q2 202331
SCS Capital Management LLC 2510.02%3.71%10.17%Q2 2014Q3 202331
Integrated Investment Consultants, LLC 2380.34%1.45%2.77%Q4 2015Q3 202331
McNamara Financial Services, Inc. 31310.10%0.14%0.18%Q1 2016Q3 202331
WBH ADVISORY INC 2830.13%0.34%2.39%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.07%0.36%Q1 2016Q3 202331
Trust Co 31310.23%3.73%15.70%Q1 2016Q3 202331
UNITED BANK 31310.30%0.91%3.43%Q1 2016Q3 202331
Permanens Capital L.P. 30301.86%28.60%64.75%Q2 2016Q3 202330
BOKF, NA 2190.01%0.07%0.19%Q1 2016Q3 202330
AllSquare Wealth Management LLC 19110.01%0.01%0.02%Q4 2014Q3 202330
STRINGER ASSET MANAGEMENT, LLC 1620.41%7.48%14.04%Q4 2013Q2 202230
FIDUCIARY TRUST CO 30300.01%0.03%0.06%Q2 2016Q3 202330
Telos Capital Management, Inc. 2640.03%0.07%0.14%Q1 2016Q3 202330
Wealthcare Advisory Partners LLC 30300.01%0.15%0.45%Q2 2016Q3 202330
Fiduciary Group LLC 30300.04%0.05%0.07%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.05%0.17%0.46%Q2 2013Q3 202030
LifePlan Financial Group, Inc 30301.20%1.66%2.18%Q2 2013Q3 202030
Snowden Capital Advisors LLC 2280.12%0.30%0.73%Q1 2016Q3 202330
Parallax Volatility Advisers, L.P. 2110.00%0.00%0.00%Q2 2014Q3 202230
NewEdge Advisors, LLC 30300.04%0.67%1.44%Q2 2016Q3 202330
BOK Financial Private Wealth, Inc. 18120.05%2.50%6.87%Q2 2013Q3 202330
CUTLER INVESTMENT COUNSEL LLC 2820.05%0.47%1.13%Q1 2016Q3 202330
Wolf Group Capital Advisors 30300.17%0.96%1.87%Q2 2016Q3 202330
Cornerstone Wealth Management, LLC 2510.59%1.30%3.92%Q1 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.03%Q3 2013Q3 202329
First Heartland Consultants, Inc. 29290.09%0.77%1.36%Q3 2016Q3 202329
ZEKE CAPITAL ADVISORS, LLC 2813.36%7.45%17.45%Q2 2013Q4 202229
Simplicity Solutions, LLC 2410.03%0.41%2.49%Q4 2014Q3 202329
SYNOVUS FINANCIAL CORP 2310.00%0.01%0.09%Q2 2013Q3 202329
SVA Wealth Management, LLC 29290.76%1.43%4.13%Q4 2013Q4 202029
Winslow, Evans & Crocker, Inc. 29290.00%0.07%0.36%Q4 2013Q4 202029
Waldron Private Wealth LLC 2810.06%3.89%8.28%Q3 2015Q3 202329
NewFocus Financial Group, LLC 29290.08%0.32%0.72%Q4 2013Q4 202029
Plancorp, LLC 2810.09%0.30%0.56%Q2 2014Q3 202329
One Capital Management, LLC 2810.03%0.09%0.21%Q3 2014Q3 202329
NEXT Financial Group, Inc 1410.01%0.28%0.84%Q2 2014Q4 202129
Ayalon Insurance Comp Ltd. 1010.01%0.11%0.33%Q1 2015Q2 202329
Symmetry Partners, LLC 29291.48%3.41%6.77%Q4 2016Q4 202329
RWA WEALTH PARTNERS, LLC 28280.02%2.28%14.98%Q4 2016Q3 202328
TOEWS CORP /ADV 28280.06%0.23%0.83%Q4 2016Q3 202328
Private Advisory Group LLC 28280.08%0.44%1.56%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.01%0.03%0.06%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28281.04%2.63%5.03%Q4 2016Q3 202328
WealthPLAN Partners, LLC 1210.01%0.17%0.94%Q1 2015Q4 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.13%0.26%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.29%2.72%6.30%Q4 2016Q3 202328
Gradient Investments LLC 2310.00%0.01%0.01%Q3 2013Q3 202328
THOMPSON DAVIS & CO., INC. 2080.21%1.17%2.92%Q4 2013Q3 202328
United Bank 28281.65%2.07%3.26%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.06%0.23%0.44%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28281.15%2.33%3.79%Q4 2016Q3 202328
REDW Wealth LLC 28280.11%0.54%1.81%Q4 2016Q3 202328
Alexandria Capital, LLC 28280.00%0.07%0.16%Q4 2014Q3 202128
Capital Investment Advisory Services, LLC 28280.05%0.25%0.99%Q4 2016Q3 202328
Gilbert & Cook, Inc. 28280.11%0.46%1.05%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.24%0.54%Q4 2016Q3 202328
Covenant Asset Management, LLC 28280.28%0.73%1.30%Q4 2016Q3 202328
Arete Wealth Advisors, LLC 28280.10%0.69%1.80%Q4 2016Q3 202328
AE Wealth Management LLC 28280.07%0.38%1.01%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.11%0.47%0.97%Q4 2016Q3 202328
Veritable, L.P. 2610.00%0.02%0.08%Q4 2013Q2 202328
Neuberger Berman Group LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.20%0.25%0.31%Q4 2016Q3 202328
NICOLET BANKSHARES INC 28280.16%0.52%1.25%Q4 2016Q3 202328
WP Advisors, LLC 28280.18%0.34%0.58%Q4 2016Q3 202328
SNS Financial Group, LLC 28280.03%0.06%0.10%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 28280.07%0.12%0.19%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.41%1.00%2.36%Q2 2016Q3 202328
BANK OF NOVA SCOTIA 17110.00%0.17%0.74%Q4 2013Q1 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.12%0.32%Q4 2016Q3 202328
Day & Ennis, LLC 28280.16%0.20%0.37%Q4 2016Q3 202328
Ameritas Investment Partners, Inc. 28280.00%0.00%0.01%Q4 2016Q3 202328
Miracle Mile Advisors, LLC 27270.16%0.71%1.26%Q1 2017Q3 202327
Continuum Advisory, LLC 27270.16%0.36%0.68%Q1 2017Q3 202327
WIMMER ASSOCIATES 1, LLC 1980.14%0.31%0.77%Q4 2016Q3 202327
INTERACTIVE FINANCIAL ADVISORS, INC. 1010.00%0.05%0.16%Q1 2014Q3 202327
Oakworth Capital, Inc. 27270.01%0.02%0.04%Q1 2017Q3 202327
Truepoint, Inc. 1320.01%0.03%0.06%Q3 2014Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.02%0.14%0.56%Q4 2016Q2 202327
Global Retirement Partners, LLC 2070.35%0.99%1.24%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.28%0.49%0.76%Q2 2013Q4 201927
ALPS ADVISORS INC 2010.02%0.23%0.46%Q3 2014Q3 202327
OPPENHEIMER & CO INC 2610.01%0.05%0.18%Q4 2016Q3 202327
MONETA GROUP INVESTMENT ADVISORS LLC 2610.01%1.85%3.36%Q3 2015Q3 202327
Steward Partners Investment Advisory, LLC 27270.02%0.31%0.81%Q1 2017Q3 202327
Bryn Mawr Capital Management, LLC 2340.19%1.28%2.38%Q4 2016Q3 202327
Paracle Advisors, LLC 27270.46%1.02%2.25%Q3 2014Q1 202127
Domani Wealth, LLC 27270.09%0.65%1.73%Q3 2016Q1 202327
Filament LLC 1890.09%0.13%0.18%Q4 2013Q3 202027
Asset Planning Services, Ltd. 27272.80%3.67%5.07%Q2 2015Q4 202127
Bridgeworth, LLC 2430.09%0.21%0.36%Q4 2016Q3 202327
E&G Advisors, LP 27270.43%1.74%4.58%Q1 2017Q3 202327
PINNACLE ASSOCIATES LTD 2610.00%0.04%0.13%Q4 2016Q3 202327
Keel Point, LLC 14130.02%0.38%2.18%Q4 2016Q3 202327
Krilogy Financial LLC 1410.02%0.13%0.28%Q3 2015Q3 202327
Koshinski Asset Management, Inc. 27270.11%1.60%3.85%Q1 2017Q3 202327
FIRST UNITED BANK & TRUST 27270.23%3.51%5.60%Q1 2017Q3 202327
Twele Capital Management, Inc. 27270.05%0.23%0.53%Q2 2013Q4 201927
Checchi Capital Advisers, LLC 1710.03%0.35%2.01%Q1 2014Q3 202327
MASSMUTUAL TRUST CO FSB/ADV 1410.00%0.01%0.03%Q4 2015Q4 202327
Fusion Family Wealth LLC 27270.02%0.05%0.07%Q1 2017Q3 202327
Intellectus Partners, LLC 1980.04%0.48%1.15%Q4 2016Q3 202327
Laurel Wealth Advisors, Inc. 2070.06%0.44%1.38%Q4 2015Q4 202227
MML INVESTORS SERVICES, LLC 26260.86%1.04%1.34%Q2 2017Q3 202326
AXA S.A. 26260.03%0.11%0.23%Q2 2013Q3 201926
VPR Management LLC 26260.04%0.09%0.18%Q2 2017Q3 202326
Capital Planning Advisors, LLC 26260.12%2.65%5.06%Q4 2014Q1 202126
CPWM, LLC 2110.05%0.12%0.18%Q3 2014Q3 202226
Cerity Partners LLC 2510.06%0.58%1.20%Q1 2017Q3 202326
UMB Bank, n.a. 26260.02%0.10%0.21%Q2 2017Q3 202326
Marquette Asset Management, LLC 1440.02%0.08%0.28%Q2 2013Q3 202326
Abbot Financial Management, Inc. 26260.30%0.47%0.65%Q2 2017Q3 202326
Pflug Koory, LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Kingsview Wealth Management, LLC 2060.06%0.30%0.75%Q1 2017Q3 202326
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 26260.15%0.17%0.18%Q3 2016Q4 202226
PEAPACK GLADSTONE FINANCIAL CORP 26260.02%0.03%0.04%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1072.29%4.48%8.10%Q4 2016Q3 202326
Beaumont Financial Partners, LLC 26260.06%0.51%1.92%Q2 2016Q3 202226
Tillar-Wenstrup Advisors, LLC 15111.28%4.47%6.40%Q2 2016Q4 202226
FRANKLIN RESOURCES INC 1920.00%0.01%0.03%Q4 2014Q3 202326
Millburn Ridgefield Corp 26260.00%0.01%0.09%Q4 2016Q1 202326
SHINE INVESTMENT ADVISORY SERVICES INC 26260.90%1.83%3.24%Q2 2014Q3 202026
FIRST HAWAIIAN BANK 1230.00%0.59%1.92%Q2 2013Q3 202326
RITHOLTZ WEALTH MANAGEMENT 1410.04%0.07%0.14%Q4 2016Q3 202326
LEAVELL INVESTMENT MANAGEMENT, INC. 2510.02%0.06%0.13%Q2 2010Q3 202326
Aveo Capital Partners, LLC 1410.32%0.85%1.29%Q4 2016Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.61%1.43%2.12%Q4 2016Q1 202326
Sequoia Financial Advisors, LLC 1260.02%0.46%1.78%Q4 2013Q3 202326
OneDigital Investment Advisors LLC 26260.07%0.12%0.36%Q2 2017Q3 202326
FIRST NATIONAL TRUST CO 26260.02%0.04%0.06%Q2 2017Q3 202326
TWIN FOCUS CAPITAL PARTNERS, LLC 26260.38%0.52%0.96%Q2 2017Q3 202326
TIAA, FSB 25251.99%2.70%3.85%Q2 2017Q2 202325
GREAT LAKES ADVISORS, LLC 25250.03%0.04%0.18%Q3 2017Q3 202325
Mosaic Family Wealth, LLC 25253.24%5.45%7.85%Q4 2015Q4 202125
3D ASSET MANAGEMENT, INC 25254.83%8.11%10.84%Q3 2014Q3 202025
WEALTHCARE CAPITAL MANAGEMENT LLC 2210.00%0.00%0.01%Q2 2013Q1 202125
Norway Savings Bank 25250.02%0.03%0.03%Q4 2016Q4 202225
TWO SIGMA INVESTMENTS, LP 910.00%0.03%0.11%Q3 2013Q4 202125
Bouchey Financial Group Ltd 1960.05%0.08%0.16%Q2 2017Q3 202325
O'Dell Group, LLC 13120.25%0.68%1.54%Q4 2016Q3 202325
HM PAYSON & CO 1870.00%0.01%0.04%Q1 2017Q3 202325
Meridian Wealth Management, LLC 1960.13%0.33%0.76%Q1 2017Q3 202325
MACKENZIE FINANCIAL CORP 25250.03%0.31%0.69%Q3 2017Q3 202325
BB&T SECURITIES, LLC 25250.01%0.11%0.30%Q3 2013Q3 201925
Heritage Trust Co 13120.01%0.07%0.24%Q1 2017Q3 202325
Valeo Financial Advisors, LLC 25250.03%0.15%0.37%Q3 2017Q3 202325
First National Bank of Mount Dora, Trust Investment Services 25250.10%0.12%0.16%Q4 2017Q4 202325
Freestone Capital Holdings, LLC 25250.00%0.05%0.15%Q3 2017Q3 202325
SG Americas Securities, LLC 1220.00%0.05%0.16%Q2 2014Q3 202325
KEYBANK NATIONAL ASSOCIATION/OH 2410.00%0.00%0.01%Q3 2016Q3 202325
Tarbox Family Office, Inc. 2410.05%0.09%0.12%Q4 2013Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.01%0.07%Q2 2017Q2 202325
RFG Advisory, LLC 25250.09%0.44%0.88%Q3 2017Q3 202325
Institute for Wealth Management, LLC. 1920.06%0.17%0.40%Q2 2017Q3 202325
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.14%0.92%3.75%Q4 2014Q3 202225
Money Design Co.,Ltd. 25254.27%6.50%9.60%Q3 2017Q3 202325
C M BIDWELL & ASSOCIATES LTD 24240.29%0.47%0.65%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.08%4.38%6.19%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.03%0.09%0.31%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24242.59%3.27%4.49%Q4 2017Q3 202324
Brickley Wealth Management 242412.84%19.53%26.22%Q4 2017Q3 202324
Broadleaf Partners, LLC 24240.35%0.45%0.53%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.10%0.29%0.64%Q4 2017Q3 202324
Financial Advisors Network, Inc. 1716.99%10.45%13.79%Q4 2016Q3 202324
FRONTIER INVESTMENT MGMT CO 1350.02%0.08%0.14%Q1 2014Q2 202024
Lido Advisors, LLC 2310.02%0.19%0.60%Q4 2016Q3 202324
Financial Advocates Investment Management 24240.54%0.86%1.55%Q4 2017Q3 202324
Unison Advisors LLC 24241.46%3.18%7.59%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24241.46%2.52%3.61%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.50%1.09%2.05%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.62%0.80%0.97%Q4 2017Q3 202324
M&R CAPITAL MANAGEMENT INC 24240.00%0.02%0.18%Q1 2018Q4 202324
Capital Investment Advisors, LLC 24240.02%0.02%0.03%Q1 2018Q4 202324
Hirtle Callaghan & Co LLC 24240.03%2.39%5.19%Q4 2017Q3 202324
CWA Asset Management Group, LLC 13110.04%0.18%0.50%Q3 2017Q3 202324
FINANCIAL COUNSELORS INC 24240.01%0.05%0.08%Q4 2017Q3 202324
PrairieView Partners, LLC 242410.00%11.26%12.31%Q4 2017Q3 202324
Goldstein Munger & Associates 24240.18%0.34%0.55%Q4 2016Q3 202224
McIlrath & Eck, LLC 24240.03%0.15%1.33%Q4 2017Q3 202324
Mirae Asset Global Investments Co., Ltd. 2310.01%0.06%0.11%Q1 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.40%0.62%0.93%Q4 2015Q3 202124
Nikulski Financial, Inc. 24240.17%0.62%2.48%Q4 2017Q3 202324
Lutz Financial Services LLC 24240.06%0.23%0.83%Q4 2017Q3 202324
FLPUTNAM INVESTMENT MANAGEMENT CO 14100.01%0.03%0.04%Q3 2017Q3 202324
Merriman Wealth Management, LLC 2310.07%0.30%1.41%Q3 2015Q3 202324
Larson Financial Group LLC 24240.13%0.63%4.40%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.08%0.51%1.41%Q4 2017Q3 202324
Patten Group, Inc. 1730.03%0.16%0.38%Q4 2015Q3 202324
AdvisorNet Financial, Inc 24240.17%0.29%0.53%Q4 2017Q3 202324
KBC Group NV 1860.00%0.02%0.04%Q3 2017Q3 202324
Integrated Wealth Concepts LLC 24240.15%0.31%0.65%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.08%0.41%1.71%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.20%0.33%0.51%Q3 2017Q3 202324
RPG Investment Advisory, LLC 24240.00%0.04%0.11%Q4 2017Q3 202324
Cadence Bank 24240.04%0.22%0.52%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.13%1.12%3.48%Q4 2017Q3 202324
Jacobi Capital Management LLC 24240.03%0.16%0.38%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.20%0.29%0.44%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.12%0.22%0.49%Q4 2017Q3 202324
Barnett & Company, Inc. 24240.01%0.03%0.05%Q1 2016Q4 202124
Towerpoint Wealth, LLC 24243.18%7.82%11.38%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.10%0.33%0.78%Q4 2017Q3 202324
MAI Capital Management 24240.02%0.07%0.26%Q4 2017Q3 202324
Prism Advisors, Inc. 24240.21%1.82%5.21%Q4 2017Q3 202324
CHEMICAL BANK 24240.43%1.00%1.26%Q3 2013Q2 201924
Leonard Rickey Investment Advisors P.L.L.C. 24240.49%0.72%0.95%Q4 2017Q3 202324
Corient Capital Partners, LLC 24240.09%0.33%2.50%Q3 2016Q2 202224
Wealth Alliance Advisory Group, LLC 24243.73%6.44%8.70%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.10%0.44%1.26%Q4 2017Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.01%0.03%Q1 2018Q4 202324
VICUS CAPITAL 1860.06%0.33%0.90%Q4 2013Q3 202324
Johanson Financial Advisors, Inc. 2041.20%1.56%2.07%Q4 2015Q4 202124
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.51%5.35%16.62%Q4 2017Q3 202324
IFG Advisory, LLC 24240.31%0.63%0.97%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.45%0.85%2.96%Q4 2017Q3 202324
Prospera Financial Services Inc 12120.03%0.29%0.97%Q3 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.08%0.13%0.20%Q4 2017Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 242410.00%13.31%17.14%Q4 2017Q3 202324
InterOcean Capital, LLC 24240.03%0.07%0.14%Q3 2014Q2 202024
Bogart Wealth, LLC 24240.01%0.48%6.55%Q4 2017Q3 202324
Northwest Bancshares, Inc. 24240.15%0.24%0.38%Q4 2017Q3 202324
Johnson Financial Group, Inc. 24240.00%0.01%0.05%Q4 2017Q3 202324
INR ADVISORY SERVICES LLC 242416.67%17.77%19.36%Q2 2013Q1 201924
Gradient Capital Advisors, LLC 24240.22%0.41%0.70%Q4 2017Q3 202324
Freedom Investment Management, Inc. 2110.01%0.19%0.45%Q1 2013Q3 202223
Relaxing Retirement Coach 23230.20%1.68%3.33%Q4 2017Q2 202323
IndexIQ Advisors LLC 2120.00%0.68%2.32%Q1 2014Q1 202223
MYCIO WEALTH PARTNERS, LLC 1760.04%0.40%0.72%Q3 2013Q4 201923
GenWealth Group, Inc. 23230.10%0.19%0.33%Q1 2018Q3 202323
JFS WEALTH ADVISORS, LLC 1210.00%0.20%0.51%Q3 2015Q3 202323
JT Stratford LLC 1210.09%0.50%0.85%Q4 2016Q3 202323
Peninsula Wealth, LLC 232314.34%20.78%25.45%Q1 2018Q3 202323
JANICZEK WEALTH MANAGEMENT, LLC 1490.01%0.13%0.54%Q1 2017Q3 202323
Personal Capital Advisors Corp 2210.01%0.01%0.02%Q1 2016Q4 202223
CreativeOne Wealth, LLC 23232.69%3.71%5.66%Q1 2018Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.03%0.06%Q4 2016Q2 202223
Fiera Capital Corp 23230.00%0.01%0.01%Q2 2015Q4 202023
People's United Financial, Inc. 23230.00%0.08%0.15%Q3 2016Q1 202223
Edelman Financial Services, LLC 23230.00%0.01%0.01%Q2 2013Q4 201823
Doyle Wealth Management 23230.06%0.11%0.16%Q1 2017Q3 202223
Capital Analysts, LLC 23230.00%0.06%0.35%Q1 2018Q3 202323
CULBERTSON A N & CO INC 23230.08%0.46%0.66%Q1 2018Q3 202323
MERITAGE PORTFOLIO MANAGEMENT 1410.02%0.31%3.96%Q3 2017Q3 202323
MADISON INVESTMENT HOLDINGS INC 2210.01%0.29%1.10%Q2 2013Q1 201923
Gerber Kawasaki Wealth & Investment Management 1250.02%0.07%0.12%Q1 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.56%0.97%2.05%Q1 2018Q3 202323
SUNTRUST BANKS INC 2210.00%0.12%0.35%Q4 2013Q3 201923
Essex Financial Services, Inc. 23230.05%0.41%0.95%Q1 2018Q3 202323
Wells Trecaso Financial Group, LLC 23230.50%1.12%1.52%Q1 2018Q3 202323
LGL PARTNERS, LLC 1580.33%4.21%12.77%Q2 2017Q3 202323
Sargent Bickham Lagudis LLC 1490.00%0.02%0.18%Q2 2016Q4 202223
TRUST CO OF VERMONT 23230.00%0.02%0.05%Q1 2018Q3 202323
Keystone Financial Group 2121.34%1.90%2.80%Q4 2017Q3 202323
Westside Investment Management, Inc. 1510.00%0.02%0.12%Q2 2017Q3 202323
MGO ONE SEVEN LLC 2120.13%0.63%1.22%Q4 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.04%0.14%0.31%Q1 2018Q3 202323
WoodTrust Financial Corp 1480.13%0.21%0.32%Q1 2018Q3 202322
Icon Wealth Partners, LLC 1930.06%0.19%0.58%Q4 2017Q3 202322
Carnegie Capital Asset Management, LLC 22220.02%0.03%0.09%Q2 2018Q3 202322
Stewardship Financial Advisors, LLC 22221.15%6.52%11.85%Q4 2015Q1 202122
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 12100.02%1.91%6.66%Q1 2017Q3 202322
Lowe Wealth Advisors, LLC 2110.01%0.02%0.07%Q3 2015Q4 202322
Richard Bernstein Advisors LLC 1040.00%1.14%2.87%Q1 2015Q3 202322
Northstar Group, Inc. 1480.12%0.70%1.42%Q1 2018Q3 202322
First PREMIER Bank 12100.01%2.01%5.13%Q3 2017Q3 202322
CALTON & ASSOCIATES, INC. 2010.09%0.18%0.67%Q4 2017Q3 202322
Intersect Capital LLC 1320.02%0.61%2.86%Q4 2014Q2 202222
Certified Advisory Corp 11110.98%2.83%3.74%Q4 2017Q3 202322
Pathway Financial Advisors LLC 1485.87%11.08%15.85%Q4 2017Q3 202322
StoneX Group Inc. 1930.20%0.62%1.61%Q2 2017Q3 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 1660.00%0.02%0.04%Q1 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.01%0.07%Q2 2018Q3 202322
PRUDENTIAL PLC 22220.00%0.02%0.20%Q2 2018Q3 202322
Lourd Capital, LLC 1910.02%0.12%0.23%Q2 2013Q2 201922
WHITTIER TRUST CO 11110.00%0.01%0.01%Q2 2013Q3 202322
INTRUST BANK NA 1040.03%0.96%3.00%Q2 2014Q4 202222
Dynamic Advisor Solutions LLC 1930.04%0.14%0.37%Q1 2018Q3 202322
Banco Santander, S.A. 1840.02%0.08%0.29%Q1 2018Q3 202322
L & S Advisors Inc 22220.14%0.24%0.40%Q2 2016Q3 202122
TRUE Private Wealth Advisors 22220.04%0.26%0.74%Q2 2018Q3 202322
GARLAND CAPITAL MANAGEMENT INC 22220.36%0.46%0.62%Q2 2018Q3 202322
Cribstone Capital Management, LLC 21210.01%0.09%0.16%Q2 2016Q2 202121
Aevitas Wealth Management, Inc. 21210.01%0.26%0.61%Q4 2017Q4 202221
MOTCO 21210.00%0.01%0.02%Q3 2018Q3 202321
Mosaic Financial Partners, Inc. 21211.11%1.96%3.36%Q2 2013Q2 201821
SALEM INVESTMENT COUNSELORS INC 1830.00%0.02%0.04%Q3 2016Q3 202321
Advisory Alpha, LLC 910.00%0.66%3.67%Q4 2016Q3 202321
Csenge Advisory Group 21210.01%0.26%0.49%Q3 2018Q3 202321
WEBSTER BANK, N. A. 1290.00%0.03%0.05%Q1 2017Q3 202321
Redhawk Wealth Advisors, Inc. 21210.45%2.11%4.51%Q3 2018Q3 202321
Legacy Advisors, LLC 1140.04%0.11%0.21%Q4 2016Q3 202321
Dakota Wealth Management 21210.05%0.13%0.42%Q3 2018Q3 202321
B. Riley Wealth Management, Inc. 940.04%1.90%5.43%Q1 2014Q2 202221
HOLDERNESS INVESTMENTS CO 1290.08%0.22%0.32%Q1 2017Q3 202221
WEDBUSH SECURITIES INC 21210.03%0.12%0.32%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.58%0.92%1.67%Q3 2018Q3 202321
Financial Engines Advisors L.L.C. 2010.00%0.02%0.07%Q1 2018Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.10%0.35%1.11%Q4 2018Q4 202321
Pinnacle Bancorp, Inc. 2010.08%0.21%0.32%Q1 2017Q3 202321
ROFFMAN MILLER ASSOCIATES INC /PA/ 21210.06%0.08%0.10%Q3 2018Q3 202321
Canton Hathaway, LLC 21210.02%0.03%0.04%Q3 2018Q3 202321
AUA CAPITAL MANAGEMENT, LLC 21211.03%1.31%1.62%Q3 2018Q3 202321
DIVIDEND ASSETS CAPITAL, LLC 21210.02%0.05%0.10%Q3 2018Q3 202321
Members Trust Co 14210.17%11.41%13.19%Q2 2016Q3 202321
Well Done, LLC 2010.03%0.76%1.42%Q1 2018Q3 202321
Invst, LLC 21210.12%2.62%5.84%Q3 2018Q3 202321
FIRST BUSINESS FINANCIAL SERVICES, INC. 2010.04%0.12%1.52%Q4 2015Q3 202321
Ullmann Wealth Partners Group, LLC 1220.06%0.11%0.16%Q1 2017Q3 202321
RAYMOND JAMES TRUST N.A. 1920.01%0.06%0.11%Q2 2018Q3 202321
Narwhal Capital Management 21210.06%0.08%0.10%Q4 2015Q4 202021
Chesley Taft & Associates LLC 1650.03%0.17%0.42%Q4 2016Q3 202321
Clear Perspective Advisors, LLC 21210.03%1.42%2.54%Q4 2016Q4 202121
BerganKDV Wealth Management, LLC 21210.01%0.66%1.71%Q2 2018Q2 202321
Claro Advisors LLC 20200.06%0.37%0.85%Q4 2018Q3 202320
Private Portfolio Partners LLC 20205.63%7.10%8.40%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.16%0.33%0.61%Q4 2018Q3 202320
Connecticut Wealth Management, LLC 1130.02%0.17%0.54%Q3 2017Q3 202320
Gladstone Institutional Advisory LLC 20200.06%0.43%1.40%Q4 2018Q3 202320
SCOTIA CAPITAL INC. 1280.00%0.01%0.03%Q4 2016Q3 202320
Advisors Capital Management, LLC 20200.07%0.18%0.61%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20200.22%1.19%4.07%Q4 2018Q3 202320
BARCLAYS PLC 1210.00%0.00%0.00%Q3 2013Q3 202320
Baker Ellis Asset Management LLC 1640.04%0.06%0.11%Q2 2016Q3 202320
Columbus Macro, LLC 20200.11%0.37%0.54%Q4 2018Q3 202320
KAYS FINANCIAL ADVISORY CORP /ADV 1730.22%0.56%0.91%Q4 2013Q3 201920
VALLEY NATIONAL ADVISERS INC 20200.00%0.31%1.65%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.77%1.44%2.58%Q4 2018Q3 202320
American Portfolios Advisors 20201.61%2.00%2.36%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.01%0.01%Q3 2017Q2 202220
COOKSON PEIRCE & CO INC 20200.04%0.09%0.14%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.11%0.55%0.87%Q4 2018Q3 202320
CIBC WORLD MARKET INC. 810.00%0.00%0.01%Q2 2015Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.08%0.26%Q4 2015Q3 202020
GREAT VALLEY ADVISOR GROUP, INC. 20200.40%0.84%1.29%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.21%0.27%0.54%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.45%2.86%5.17%Q4 2017Q4 202220
Laurel Wealth Advisors LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
Winthrop Advisory Group LLC 1280.08%0.14%0.23%Q4 2017Q3 202320
Benchmark Financial Wealth Advisors, LLC 20200.11%2.20%6.96%Q4 2018Q3 202320
Black Diamond Financial, LLC 20201.78%2.55%3.92%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.06%0.14%0.52%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.12%0.78%1.99%Q4 2018Q3 202320
Armbruster Capital Management, Inc. 10100.06%0.26%1.34%Q4 2015Q3 202320
Hurlow Wealth Management Group, Inc. 20201.04%2.06%3.65%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20200.37%6.37%14.04%Q4 2018Q3 202320
WMS Partners, LLC 720.07%0.22%0.43%Q2 2013Q3 202320
Fisher Asset Management, LLC 1220.00%0.00%0.00%Q3 2017Q3 202320
MA Private Wealth 20200.57%1.83%7.55%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20201.13%1.42%1.75%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.82%2.00%3.07%Q4 2018Q3 202320
KCM INVESTMENT ADVISORS LLC 1610.01%0.02%0.03%Q1 2014Q2 202320
Pensionmark Financial Group, LLC 20200.15%0.38%0.62%Q4 2018Q3 202320
Summit Asset Management, LLC 20200.10%0.11%0.13%Q4 2018Q3 202320
Aspire Private Capital, LLC 20203.56%4.33%5.06%Q4 2018Q3 202320
WASHINGTON TRUST BANK 1420.01%0.01%0.03%Q1 2014Q4 202220
Relative Value Partners Group, LLC 20200.65%4.00%5.92%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.45%0.71%3.17%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.58%1.26%2.31%Q4 2018Q3 202320
Ellevest, Inc. 20201.60%3.39%3.83%Q4 2018Q3 202320
MONETTA FINANCIAL SERVICES INC 20202.56%3.85%4.63%Q2 2013Q1 201820
MATHER GROUP, LLC. 20200.42%2.41%3.93%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.81%1.22%1.39%Q4 2018Q3 202320
F3Logic, LLC 20200.22%1.85%3.18%Q1 2018Q4 202220
Edge Capital Group, LLC 20200.08%0.21%0.33%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 610.00%0.13%0.88%Q3 2014Q3 202320
ROPES WEALTH ADVISORS LLC 760.01%0.13%0.50%Q3 2016Q3 202320
Private Wealth Advisors, LLC 20201.89%4.84%9.91%Q4 2018Q3 202320
Strategic Investment Advisors / MI 20201.79%2.88%6.91%Q4 2018Q3 202320
Pasadena Private Wealth, LLC 202011.41%15.23%28.04%Q4 2018Q3 202320
Outlook Wealth Advisors, LLC 20200.18%1.58%5.26%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20201.39%3.88%5.92%Q4 2018Q3 202320
Resource Planning Group 20200.58%1.02%1.46%Q4 2018Q3 202320
Acropolis Investment Management, LLC 1730.02%0.08%0.16%Q4 2017Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20201.92%2.45%3.19%Q4 2018Q3 202320
Triangle Securities Wealth Management 20200.14%0.19%0.23%Q4 2018Q3 202320
TPG Financial Advisors, LLC 20203.40%4.22%5.18%Q4 2018Q3 202320
One Day In July LLC 20200.10%0.28%0.86%Q4 2018Q3 202320
Sowell Financial Services LLC 1010.01%0.58%1.60%Q4 2016Q3 202320
Smith & Howard Wealth Management, LLC 20200.12%2.93%4.90%Q4 2018Q3 202320
FIRST NATIONAL BANK OF OMAHA 20200.02%0.26%0.72%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.16%0.53%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.16%1.27%2.18%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.23%0.26%0.33%Q4 2018Q3 202320
Compton Wealth Advisory Group, LLC 20201.77%3.66%6.36%Q4 2018Q3 202320
HoyleCohen, LLC 20200.25%0.69%1.32%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.31%0.78%1.70%Q4 2018Q3 202320
Total Wealth Planning, LLC 20208.14%10.28%11.96%Q4 2018Q3 202320
Lenox Wealth Advisors, LLC 1730.00%0.01%0.03%Q1 2017Q1 202220
Elm Partners Management LLC 20200.55%1.16%2.37%Q4 2018Q3 202320
OXFORD FINANCIAL GROUP, LTD. LLC 20200.92%4.16%5.78%Q4 2018Q3 202320
LANDAAS & CO /WI /ADV 1220.12%0.15%0.17%Q3 2017Q3 202320
Forefront Analytics, LLC 20200.66%0.96%1.12%Q4 2018Q3 202320
Summit Financial, LLC 20202.72%4.16%5.36%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20202.34%2.80%3.48%Q4 2016Q3 202120
Shepherd Financial Partners LLC 20200.05%1.93%6.59%Q4 2018Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.82%6.19%10.09%Q4 2018Q3 202320
Good Life Advisors, LLC 20200.07%0.22%0.71%Q4 2018Q3 202320
Eukles Asset Management 20200.01%0.01%0.01%Q4 2018Q3 202320
WealthOne, LLC 202011.24%14.02%18.21%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.31%0.36%0.46%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20206.70%7.32%7.98%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.13%0.40%Q4 2013Q3 201820
MONECO Advisors, LLC 20200.63%1.14%1.83%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.12%0.21%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.26%0.35%0.54%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.28%0.43%0.59%Q2 2016Q1 202120
Salomon & Ludwin, LLC 20200.02%0.44%0.70%Q4 2018Q3 202320
NICOLET ADVISORY SERVICES, LLC 19190.91%1.26%1.94%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.02%0.06%0.26%Q1 2019Q3 202319
PARK AVENUE SECURITIES LLC 1410.04%0.11%0.18%Q4 2014Q3 202319
FCG ADVISORS, LLC 19190.07%0.19%0.26%Q1 2016Q3 202019
Summit Equities Inc 19194.39%5.18%5.49%Q1 2014Q3 201819
Weaver Consulting Group 19190.09%0.26%0.38%Q1 2019Q3 202319
Alaska Wealth Advisors 1630.08%0.16%0.20%Q4 2018Q3 202319
Front Row Advisors LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
GFS Advisors, LLC 19190.54%0.78%0.98%Q1 2019Q3 202319
PATHSTONE FAMILY OFFICE, LLC 19190.00%0.27%1.62%Q1 2019Q3 202319
Bremer Bank National Association 19190.09%0.12%0.17%Q1 2019Q3 202319
Ellis Investment Partners, LLC 19190.08%0.55%2.10%Q1 2019Q3 202319
Select Asset Management & Trust 1180.34%2.30%9.06%Q4 2013Q3 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.20%0.54%1.14%Q1 2019Q3 202319
Private Capital Group, LLC 19193.02%5.33%7.56%Q4 2017Q2 202219
CITIZENS FINANCIAL GROUP INC/RI 19190.00%1.67%3.59%Q1 2019Q3 202319
APPLETON PARTNERS INC/MA 1210.02%0.03%0.04%Q1 2017Q4 202319
Polaris Wealth Advisory Group, LLC 1320.02%0.05%0.12%Q2 2013Q3 202319
TSFG, LLC 19190.05%0.86%2.66%Q1 2019Q3 202319
Executive Wealth Management, LLC 1360.01%0.10%0.41%Q4 2018Q3 202319
WADDELL & ASSOCIATES, LLC 1360.38%3.44%12.58%Q4 2018Q3 202319
Ausdal Financial Partners, Inc. 820.03%0.25%0.68%Q4 2015Q3 202319
LAKE STREET PRIVATE WEALTH, LLC 19191.97%3.07%5.52%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19192.95%4.11%5.09%Q2 2013Q4 201719
Zions Bancorporation, N.A. 19190.15%0.25%0.39%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.43%0.73%1.05%Q1 2019Q3 202319
INVESTMENT CENTERS OF AMERICA INC 19190.28%4.03%30.62%Q2 2013Q4 201719
Western Wealth Management, LLC 1180.12%0.19%0.30%Q4 2018Q3 202319
VALLEY WEALTH MANAGERS, INC. 1720.00%0.22%1.49%Q4 2016Q3 202319
Altium Wealth Management LLC 19190.19%0.87%1.40%Q4 2017Q2 202219
Evolution Wealth Advisors, LLC 1720.08%1.53%5.36%Q4 2018Q3 202319
SIGMA INVESTMENT COUNSELORS INC 19190.03%0.93%1.62%Q1 2019Q3 202319
1834 INVESTMENT ADVISORS CO 19190.01%0.01%0.01%Q4 2017Q2 202219
TimeScale Financial, Inc. 19190.06%1.66%9.52%Q4 2018Q2 202319
Gemmer Asset Management LLC 1720.50%0.81%1.32%Q1 2014Q3 202319
PACIFIC FINANCIAL GROUP INC 19190.05%1.42%7.22%Q1 2019Q3 202319
Parkside Financial Bank & Trust 19190.00%0.12%0.28%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.01%Q3 2018Q3 202319
NATIONAL PLANNING CORP 19191.13%2.55%8.35%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19193.62%5.03%5.71%Q2 2013Q4 201719
RDA Financial Network 19190.52%0.64%0.79%Q1 2019Q3 202319
Perigon Wealth Management, LLC 1610.03%0.15%0.41%Q3 2011Q3 202319
Independence Advisors, LLC 181810.48%12.55%13.66%Q2 2016Q3 202018
PATTON ALBERTSON MILLER GROUP, LLC 18180.08%0.11%0.13%Q2 2019Q3 202318
FORT PITT CAPITAL GROUP, LLC 18180.02%0.03%0.03%Q2 2019Q3 202318
Stratos Wealth Advisors, LLC 18180.04%0.35%1.09%Q2 2019Q3 202318
Roundview Capital LLC 1310.03%0.10%0.20%Q3 2018Q3 202318
Commonwealth Equity Services, Inc 18180.33%0.52%0.70%Q2 2013Q3 201718
Bison Wealth, LLC 1620.01%0.08%0.16%Q3 2018Q3 202318
MPS Loria Financial Planners, LLC 1410.10%0.13%0.15%Q2 2017Q3 202318
Jackson Hole Capital Partners, LLC 18180.37%0.72%1.22%Q2 2019Q3 202318
St. Louis Trust Co 1170.48%0.99%3.08%Q1 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.06%0.11%0.16%Q1 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.53%0.69%0.82%Q2 2019Q3 202318
RHS Financial, LLC 1350.17%0.24%0.41%Q4 2018Q2 202318
Wealthstreet Investment Advisors, LLC 18180.05%0.38%1.64%Q4 2017Q1 202218
Wealthquest Corp 810.07%0.16%0.38%Q4 2014Q4 202218
Stevens First Principles Investment Advisors 830.00%0.00%0.00%Q2 2013Q1 201818
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.08%0.15%0.25%Q1 2019Q3 202318
Valmark Advisers, Inc. 18180.01%0.07%0.19%Q2 2019Q3 202318
KELLEHER FINANCIAL ADVISORS 18180.28%0.98%2.56%Q2 2019Q3 202318
Avidian Wealth Solutions, LLC 1440.03%0.38%1.97%Q1 2019Q3 202318
Semmax Financial Advisors Inc. 1711.38%3.54%5.75%Q4 2018Q3 202318
Glenview Trust Co 1310.01%0.03%0.07%Q3 2018Q3 202318
Jackson, Grant Investment Advisers, Inc. 1170.01%0.13%0.36%Q1 2019Q3 202318
Bedel Financial Consulting, Inc. 1710.05%0.12%0.34%Q1 2018Q2 202318
Ancora Advisors LLC 1610.01%0.07%0.17%Q4 2016Q3 202318
Foster Victor Wealth Advisors, LLC 1440.10%2.51%5.18%Q1 2019Q3 202318
Trek Financial, LLC 1440.02%0.15%0.68%Q4 2018Q3 202318
Essex Savings Bank 1170.09%0.27%0.65%Q4 2018Q3 202318
Anchor Investment Management, LLC 18180.00%0.11%0.20%Q3 2019Q4 202318
HL FINANCIAL SERVICES LLC 1110.01%0.02%0.05%Q2 2013Q1 201918
NORTHWEST INVESTMENT COUNSELORS, LLC 1080.01%0.14%0.24%Q4 2017Q3 202318
MACROVIEW INVESTMENT MANAGEMENT LLC 1620.01%0.05%0.07%Q2 2017Q3 202318
Barry Investment Advisors, LLC 18180.08%0.28%0.38%Q2 2019Q3 202318
TAP Consulting, LLC 1710.26%0.71%2.25%Q1 2019Q3 202318
Lincoln Capital LLC 18180.10%0.15%0.20%Q2 2019Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Van Cleef Asset Management,Inc 1210.04%0.04%0.05%Q4 2017Q3 202318
BROWN BROTHERS HARRIMAN & CO 1210.00%0.00%0.00%Q4 2015Q3 202318
IMS Capital Management 610.12%0.21%0.82%Q1 2014Q1 202218
RAY GERALD L & ASSOCIATES LTD 18180.05%0.10%0.20%Q2 2013Q3 201718
Vestmark Advisory Solutions, Inc. 18180.09%0.16%0.30%Q1 2019Q2 202318
Venturi Wealth Management, LLC 1110.01%0.38%2.71%Q4 2015Q3 202318
Truvestments Capital LLC 820.00%0.98%3.41%Q2 2018Q3 202318
SVB WEALTH LLC 18180.01%0.05%0.16%Q2 2019Q3 202318
CX Institutional 1420.00%0.24%0.92%Q2 2018Q2 202318
BECKER CAPITAL MANAGEMENT INC 1530.02%0.03%0.06%Q2 2014Q3 202318
LAKE STREET ADVISORS GROUP, LLC 980.05%0.19%0.47%Q4 2017Q3 202317
Global Trust Asset Management, LLC 1610.00%0.72%1.47%Q2 2018Q3 202317
Stonehage Fleming Financial Services Holdings Ltd 1020.01%0.25%1.70%Q4 2016Q3 202317
DEARBORN PARTNERS LLC 1110.01%0.02%0.03%Q1 2014Q3 202317
Enterprise Bank & Trust Co 17170.10%0.14%0.21%Q3 2019Q3 202317
D'Orazio & Associates, Inc. 1430.01%0.13%0.27%Q1 2016Q1 202217
WHITTIER TRUST CO OF NEVADA INC 17170.00%0.01%0.01%Q3 2019Q3 202317
BLB&B Advisors, LLC 17170.07%0.44%0.79%Q3 2019Q3 202317
WFG Advisors, LP 17170.05%0.10%0.30%Q2 2013Q2 201717
Aptus Capital Advisors, LLC 17170.00%0.01%0.03%Q3 2019Q3 202317
Tradewinds Capital Management, LLC 1510.00%0.03%0.08%Q2 2015Q3 202317
Sound Income Strategies, LLC 1160.00%0.00%0.01%Q4 2017Q3 202317
STEPHENS GROUP ASSET MANAGEMENT, LLC 1611.33%9.61%11.17%Q4 2018Q3 202317
CADENCE BANK NA 17170.16%0.18%0.21%Q2 2018Q2 202217
Kalos Management, Inc. 1210.07%1.40%5.99%Q3 2018Q2 202317
LAZARD ASSET MANAGEMENT LLC 1510.00%0.00%0.00%Q4 2017Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.83%1.14%1.80%Q3 2019Q3 202317
WADE G W & INC 1610.01%0.02%0.05%Q1 2019Q3 202317
Royal Fund Management, LLC 1430.06%1.39%2.86%Q4 2016Q3 202217
MEEDER ASSET MANAGEMENT INC 1310.00%0.52%1.79%Q4 2018Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.03%0.10%Q2 2017Q2 202117
Dorsey & Whitney Trust CO LLC 17170.24%0.30%0.43%Q3 2019Q3 202317
Joseph P. Lucia & Associates, LLC 740.01%0.14%0.40%Q1 2019Q3 202317
Pacifica Partners Inc. 17170.06%0.10%0.13%Q4 2019Q4 202317
Wilshire Advisors LLC 1341.58%2.36%3.01%Q2 2016Q1 202117
C-J Advisory, Inc. 1430.12%0.44%0.57%Q3 2016Q3 202117
Bath Savings Trust Co 17170.04%0.27%0.48%Q3 2019Q3 202317
JOYN Advisors, Inc. 1610.00%11.56%15.28%Q3 2013Q1 202017
Schoolcraft Capital LLC 1430.11%0.13%0.18%Q2 2019Q3 202317
Tower View Wealth Management LLC 980.02%0.04%0.05%Q4 2017Q3 202317
ARGI Investment Services, LLC 17170.01%0.02%0.05%Q4 2018Q4 202217
Chevy Chase Trust Holdings, LLC 630.00%0.00%0.00%Q2 2014Q2 202317
Capital Advisory Group Advisory Services, LLC 1520.01%0.01%0.03%Q1 2018Q2 202217
ROTHSCHILD INVESTMENT LLC /IL 1250.02%0.05%0.10%Q1 2019Q3 202317
FIFTH THIRD SECURITIES, INC. 810.58%1.70%3.74%Q1 2016Q3 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.55%1.70%5.44%Q4 2018Q3 202317
Jacobsen Capital Management 1433.80%12.31%17.71%Q2 2019Q3 202317
Prime Capital Investment Advisors, LLC 810.02%0.22%1.53%Q4 2017Q3 202317
Baldrige Asset Management LLC 17170.93%1.38%2.22%Q1 2019Q1 202317
HT Partners LLC 1340.08%0.09%0.10%Q1 2019Q3 202317
Emerald Advisors, LLC 16160.95%1.44%2.18%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.10%0.15%0.24%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.29%0.33%0.37%Q4 2019Q3 202316
Equitable Holdings, Inc. 16161.97%2.42%3.01%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.02%0.06%0.09%Q4 2019Q3 202316
ACR Alpine Capital Research, LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
Principle Wealth Partners LLC 1240.10%0.19%0.26%Q2 2019Q3 202316
Pekin Hardy Strauss, Inc. 16160.03%0.07%0.09%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.07%0.14%0.21%Q4 2019Q3 202316
Cornerstone Investment Partners, LLC 970.00%0.01%0.01%Q2 2013Q4 201716
ST GERMAIN D J CO INC 1330.03%0.06%0.19%Q4 2019Q4 202316
Hanlon Investment Management, Inc. 16160.52%2.22%5.25%Q4 2019Q3 202316
S.A. Mason LLC 16160.18%0.21%0.27%Q4 2019Q3 202316
Firestone Capital Management 16161.18%3.37%4.85%Q4 2019Q3 202316
SlateStone Wealth, LLC 16160.54%1.92%4.36%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.34%0.98%2.16%Q4 2019Q3 202316
D L CARLSON INVESTMENT GROUP INC 1150.04%0.06%0.11%Q3 2019Q3 202316
Venture Visionary Partners LLC 16161.01%1.70%2.64%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16161.91%2.13%2.38%Q2 2013Q1 201716
Wealthspire Advisors, LLC 1510.00%0.38%0.98%Q4 2018Q3 202316
SIMPLEX TRADING, LLC 410.00%0.00%0.02%Q4 2014Q2 202316
Carmichael Hill & Associates, Inc. 16160.09%0.34%0.54%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.95%1.50%2.60%Q4 2019Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.10%0.56%1.11%Q4 2019Q3 202316
BOENNING & SCATTERGOOD, INC. 16160.06%0.10%0.16%Q1 2019Q4 202216
ORSER CAPITAL MANAGEMENT, LLC 1110.24%1.49%2.94%Q4 2017Q3 202316
IAG Wealth Partners, LLC 16160.01%0.03%0.12%Q4 2019Q3 202316
Marotta Asset Management 1330.18%0.36%0.76%Q4 2019Q4 202316
Kingfisher Capital LLC 1420.08%0.09%0.15%Q3 2019Q3 202316
Apexium Financial, LP 16160.10%0.26%0.85%Q4 2019Q3 202316
Alera Investment Advisors, LLC 1420.02%0.32%0.60%Q4 2018Q3 202316
Old North State Trust, LLC 730.01%0.10%0.28%Q3 2018Q1 202316
Brio Consultants, LLC 16160.05%2.08%6.92%Q4 2018Q3 202216
SPRENG CAPITAL MANAGEMENT, INC. 16160.29%0.38%0.50%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.02%0.04%Q4 2019Q3 202316
BLUESTEIN R H & CO LLC 1330.01%0.04%0.10%Q4 2016Q3 202216
Stonebridge Capital Advisors LLC 1150.00%0.02%0.03%Q2 2019Q3 202316
EVOKE WEALTH, LLC 1510.02%1.24%2.03%Q3 2019Q3 202316
Gleason Group, Inc. 16166.26%7.87%10.08%Q4 2019Q3 202316
Partnervest Advisory Services LLC 1150.00%0.17%0.52%Q2 2013Q3 202016
One Charles Private Wealth Services, LLC 16162.40%4.32%8.41%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16161.04%1.45%2.20%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16165.44%10.27%16.03%Q4 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 16160.16%1.54%2.78%Q1 2020Q4 202316
Bartlett & Co. LLC 810.00%0.00%0.01%Q2 2016Q4 202316
Stonehearth Capital Management, LLC 16160.79%0.90%1.04%Q1 2020Q4 202316
PINNACLE FINANCIAL PARTNERS INC 1110.02%0.04%0.06%Q3 2018Q3 202316
Carl P. Sherr & Co., LLC 16160.21%0.25%0.35%Q4 2019Q3 202316
DERBY & COMPANY, INC 16167.95%10.51%12.93%Q4 2017Q3 202116
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.04%0.05%Q3 2018Q3 202316
ROBERTS GLORE & CO INC /IL/ 16160.16%0.34%0.41%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.16%0.24%0.46%Q4 2018Q3 202216
DAVIS R M INC 1240.01%0.01%0.03%Q4 2016Q3 202316
Disciplined Investments, LLC 16160.20%1.29%2.12%Q4 2019Q3 202316
DAVIDSON TRUST CO 16161.02%2.08%2.70%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16161.47%4.50%6.21%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16161.46%3.81%7.53%Q4 2017Q3 202116
Trilogy Capital Inc. 1330.00%0.63%3.30%Q1 2018Q3 202316
Linscomb & Williams, Inc. 16160.03%0.08%0.31%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.10%0.25%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
PRW Wealth Management LLC 1110.06%4.91%9.59%Q4 2018Q3 202316
Affinity Capital Advisors, LLC 16166.07%10.05%13.02%Q4 2019Q3 202316
FRG Family Wealth Advisors LLC 1210.05%0.05%0.06%Q3 2018Q3 202316
Mayfair Advisory Group, LLC 16161.54%2.74%4.88%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.21%2.11%2.96%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.01%0.03%Q2 2018Q3 202316
Benchmark Wealth Management, LLC 16161.74%2.98%3.33%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.31%0.76%1.32%Q4 2019Q3 202316
CAHILL FINANCIAL ADVISORS INC 16160.17%2.23%2.80%Q4 2019Q3 202316
Avestar Capital, LLC 1120.00%0.25%1.18%Q4 2018Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16162.14%5.72%8.52%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16160.88%1.42%4.70%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.03%1.15%2.74%Q4 2019Q3 202316
Key FInancial Inc 16160.19%0.24%0.37%Q4 2019Q3 202316
Archer Investment Corp 16160.08%0.16%0.23%Q4 2019Q3 202316
PIN OAK INVESTMENT ADVISORS INC 1420.07%1.23%1.66%Q4 2017Q3 202316
Keebeck Wealth Management, LLC 16160.92%1.23%2.27%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.16%0.22%0.35%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.51%0.89%Q4 2019Q3 202316
HOLLENCREST CAPITAL MANAGEMENT 16161.16%1.90%2.69%Q2 2014Q1 201816
Center for Financial Planning, Inc. 16160.12%0.32%0.39%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.26%0.44%0.61%Q4 2019Q3 202316
VOYA INVESTMENT MANAGEMENT LLC 16160.13%0.31%0.50%Q2 2019Q1 202316
CAROLINAS WEALTH CONSULTING LLC 16160.23%0.54%1.04%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.05%0.08%0.13%Q4 2019Q3 202316
Klingman & Associates, LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16162.45%2.82%3.72%Q4 2019Q3 202316
ROWLANDMILLER & PARTNERS.ADV 16160.06%0.07%0.08%Q1 2020Q4 202316
PBMares Wealth Management LLC 16160.38%0.66%1.40%Q4 2019Q3 202316
TRUEFG, LLC 161612.49%12.88%13.52%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.02%0.02%Q4 2019Q3 202316
Fort Point Capital Partners LLC 1210.04%0.10%0.21%Q1 2015Q2 202316
RMB Capital Management, LLC 1330.01%0.02%0.04%Q2 2019Q3 202316
Heartwood Wealth Advisors LLC 16162.80%3.67%5.00%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.27%0.33%0.80%Q4 2019Q3 202316
Essex Private Wealth Management, LLC 16160.46%1.18%2.41%Q4 2019Q3 202316
Covenant Multifamily Offices, LLC 1110.01%2.55%10.56%Q2 2015Q3 202116
Coyle Financial Counsel LLC 1337.86%11.06%21.42%Q4 2016Q4 202016
Visionary Wealth Advisors 16160.86%1.61%2.33%Q4 2019Q3 202316
TL Private Wealth 161615.29%16.61%17.52%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.71%2.08%4.38%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
Abacus Planning Group, Inc. 16160.11%1.13%2.18%Q4 2019Q3 202316
VIRIDIAN RIA, LLC 1420.56%1.28%3.63%Q1 2018Q1 202216
Apella Capital, LLC 1230.81%1.86%2.84%Q1 2020Q4 202315
Nationwide Fund Advisors 730.00%0.02%0.04%Q3 2013Q3 201715
TWO SIGMA ADVISERS, LP 610.00%0.00%0.01%Q3 2014Q1 202315
RIVERSEDGE ADVISORS, LLC 1230.09%2.12%4.91%Q2 2019Q3 202315
PARSONS CAPITAL MANAGEMENT INC/RI 1110.01%0.09%0.15%Q1 2015Q3 202315
STATE STREET CORP 15150.00%0.00%0.01%Q4 2019Q2 202315
J. W. Coons Advisors, LLC 15150.11%0.17%0.43%Q1 2020Q3 202315
AdvicePeriod, LLC 15151.90%2.70%3.84%Q4 2017Q2 202115
TOBIAS FINANCIAL ADVISORS, INC. 870.35%0.76%2.61%Q4 2019Q3 202315
WOLVERINE ASSET MANAGEMENT LLC 15150.01%0.04%0.09%Q4 2015Q2 201915
Concert Wealth Management Inc. 1010.03%0.51%4.38%Q2 2013Q3 201715
Atlantic Union Bankshares Corp 15150.03%0.04%0.04%Q1 2020Q3 202315
Platte River Wealth Advisors, LLC 1411.49%12.23%18.59%Q4 2019Q3 202315
Litman Gregory Wealth Management LLC 1020.03%0.10%0.22%Q4 2018Q3 202315
Wealth Alliance 15150.13%0.21%0.50%Q1 2020Q3 202315
Retirement Group, LLC 1411.13%1.79%2.60%Q4 2019Q3 202315
LPWM LLC 15150.67%1.53%1.79%Q1 2020Q3 202315
MSI Financial Services Inc 15150.10%0.30%0.52%Q2 2013Q4 201615
Wellspring Financial Advisors, LLC 15151.52%4.73%7.28%Q1 2020Q3 202315
Traynor Capital Management, Inc. 1010.03%0.07%0.17%Q2 2015Q3 202315
BlackRock Investment Management, LLC 15150.00%0.01%0.07%Q2 2013Q4 201615
KILEY JUERGENS WEALTH MANAGEMENT, LLC 1140.70%1.11%2.28%Q4 2017Q3 202315
Lee Financial Co 1320.00%0.01%0.02%Q1 2018Q3 202315
Eudaimonia Partners, LLC 870.09%0.52%0.95%Q4 2019Q3 202315
OGOREK ANTHONY JOSEPH /NY/ /ADV 15150.00%0.46%3.53%Q4 2019Q2 202315
Selective Wealth Management, Inc. 1410.03%0.07%0.12%Q3 2019Q2 202315
Winfield Associates, Inc. 15150.18%0.27%0.39%Q3 2016Q1 202015
Gray Wealth Management Inc. 15152.12%3.16%4.65%Q1 2020Q3 202315
HBK Sorce Advisory LLC 510.01%0.04%0.24%Q4 2017Q3 202315
One Wealth Advisors, LLC 1010.01%0.25%1.04%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.62%0.74%0.89%Q1 2020Q3 202315
MOSELEY INVESTMENT MANAGEMENT INC 1140.12%0.30%0.57%Q1 2019Q3 202315
N.E.W. Advisory Services LLC 1410.59%1.12%2.81%Q4 2019Q3 202315
Sunbelt Securities, Inc. 1140.04%0.13%0.28%Q3 2017Q3 202315
Halpern Financial, Inc. 1320.00%0.05%0.65%Q4 2019Q3 202315
TWIN CAPITAL MANAGEMENT INC 1140.12%0.18%0.23%Q2 2016Q3 202015
Cooper Financial Group 1230.05%0.12%0.27%Q1 2019Q3 202315
ERn Financial, LLC 15150.41%0.55%0.78%Q1 2020Q3 202315
LWS Wealth Advisors, Inc. 15150.14%0.19%0.29%Q1 2020Q3 202315
Petix & Botte Co 1230.26%0.34%0.68%Q4 2019Q3 202315
EPG Wealth Management LLC 1230.07%0.15%0.27%Q4 2019Q3 202315
Ackerman Capital Advisors, LLC 15151.96%2.90%8.03%Q1 2020Q3 202315
Wealthfront Advisers LLC 1050.00%0.02%0.03%Q4 2018Q3 202315
Meridian Wealth Advisors, LLC 15150.10%0.11%0.14%Q1 2020Q3 202315
Strategic Blueprint, LLC 1230.03%1.07%3.30%Q3 2019Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1320.01%0.21%2.78%Q4 2014Q3 201915
MITCHELL MCLEOD PUGH & WILLIAMS INC 15150.49%1.86%3.13%Q1 2020Q3 202315
Advisor Group, Inc. 15150.33%0.65%1.16%Q2 2016Q4 201915
Mokosak Advisory Group, LLC 15152.03%2.63%3.64%Q1 2020Q3 202315
Portland Global Advisors LLC 1230.04%0.05%0.08%Q2 2019Q3 202315
Moors & Cabot, Inc. 1110.02%0.06%0.11%Q4 2017Q3 202315
Clearshares LLC 923.52%4.25%4.88%Q4 2017Q4 202115
SECURITY NATIONAL BANK OF SO DAK 620.25%0.40%1.16%Q3 2018Q3 202315
Princeton Global Asset Management LLC 1320.01%0.07%0.09%Q4 2018Q2 202315
Wharton Business Group, LLC 810.01%0.02%0.02%Q3 2018Q3 202315
Strategic Wealth Partners Group, LLC 960.06%0.24%0.33%Q4 2019Q3 202315
McKinley Carter Wealth Services, Inc. 1210.01%0.18%0.38%Q3 2017Q3 202315
WEALTHFRONT Corp 1010.00%0.01%0.02%Q1 2014Q3 201815
Roble, Belko & Company, Inc 15150.01%0.01%0.01%Q2 2019Q4 202215
Apollon Wealth Management, LLC 15150.37%1.42%4.10%Q1 2020Q3 202315
VeraBank, N.A. 15150.17%0.25%0.53%Q1 2020Q3 202315
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14140.35%1.25%1.85%Q2 2020Q3 202314
SMITH, MOORE & CO. 1040.03%0.20%0.34%Q4 2017Q3 202314
Boston Partners 810.00%0.00%0.01%Q3 2014Q3 202314
AMG National Trust Bank 14140.02%0.02%0.02%Q2 2020Q3 202314
Choate Investment Advisors 1220.00%0.01%0.03%Q3 2019Q3 202314
J.W. COLE ADVISORS, INC. 810.47%0.75%1.27%Q4 2019Q3 202314
BBVA USA Bancshares, Inc. 1310.01%0.07%0.11%Q3 2014Q1 202114
Sawyer & Company, Inc 1040.01%0.01%0.01%Q3 2019Q3 202314
Sunesis Advisors, LLC 14140.16%0.36%0.57%Q4 2018Q1 202214
Windsor Wealth Management, Inc. 710.07%0.14%0.29%Q4 2017Q3 202314
D.B. Root & Company, LLC 1220.07%0.28%0.40%Q4 2017Q1 202214
PROFFITT & GOODSON INC 770.00%0.03%0.08%Q1 2019Q3 202314
Lubar & Co., Inc 14145.76%8.75%12.16%Q2 2014Q3 201714
BRINKER CAPITAL INC 640.01%0.09%0.20%Q1 2016Q2 202014
ETRADE Capital Management LLC 14145.62%7.53%8.35%Q2 2017Q3 202014
Centerpoint Advisors, LLC 1310.01%0.02%0.03%Q4 2017Q3 202314
Leicht Financial Planning & Wealth Management, Inc. 14140.27%3.89%14.32%Q4 2016Q1 202014
FULTON BANK, N.A. 1310.01%0.01%0.02%Q4 2019Q4 202314
Community Financial Services Group, LLC 1310.08%1.81%4.91%Q4 2018Q3 202314
DT Investment Partners, LLC 1310.16%0.20%0.33%Q2 2015Q3 202314
Platform Technology Partners 1040.42%0.53%0.67%Q1 2020Q3 202314
Renaissance Technologies 810.00%0.00%0.01%Q2 2018Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
Estate Counselors, LLC 1010.02%0.83%3.40%Q4 2017Q3 202314
Southern Wealth Management, LLP 14140.53%1.65%3.95%Q4 2019Q1 202314
QCI ASSET MANAGEMENT INC/NY 1310.00%0.01%0.02%Q3 2015Q1 202014
Global Financial Private Capital, Inc 14141.44%1.79%2.11%Q1 2017Q2 202014
FSA Wealth Management LLC 14140.23%0.51%1.96%Q2 2020Q3 202314
Wealth Quarterback LLC 610.14%0.33%0.52%Q1 1987Q3 202314
Heritage Wealth Advisors 770.00%0.01%0.06%Q3 2018Q3 202314
Soltis Investment Advisors LLC 1220.04%0.07%0.11%Q4 2019Q3 202314
McAdam, LLC 1010.03%0.09%0.20%Q1 2018Q3 202314
CVA Family Office, LLC 14140.02%0.04%0.09%Q1 2020Q2 202314
Northeast Financial Consultants Inc 1310.03%0.63%1.41%Q1 2019Q3 202314
PagnatoKarp Partners LLC 14140.46%1.29%2.74%Q4 2016Q1 202014
PFG Advisors 720.05%0.28%0.67%Q2 2019Q3 202314
First Command Financial Services, Inc. 540.00%0.00%0.01%Q2 2017Q4 202114
First Command Bank 540.00%0.00%0.00%Q2 2017Q4 202114
R. W. Roge & Company, Inc. 14140.32%2.49%6.39%Q2 2020Q3 202314
Karp Capital Management Corp 770.05%0.81%2.22%Q3 2018Q3 202214
BCS Wealth Management 710.60%0.75%1.12%Q4 2019Q3 202314
Legacy Bridge, LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
CBIZ Investment Advisory Services, LLC 913.19%14.87%17.68%Q4 2019Q3 202314
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1130.02%0.52%0.98%Q2 2019Q3 202314
Zions Bancorporation 1310.40%0.48%0.64%Q1 2015Q3 201814
Stuart Chaussee & Associates, Inc. 510.01%4.00%15.80%Q1 2016Q3 202314
V Wealth Advisors LLC 1110.01%0.35%1.32%Q2 2017Q2 202314
Capital Asset Advisory Services LLC 1310.01%0.02%0.06%Q4 2019Q3 202314
COZAD ASSET MANAGEMENT INC 14140.09%0.14%0.22%Q2 2020Q3 202314
TFC Financial Management, Inc. 13130.02%0.19%0.25%Q3 2020Q3 202313
MURPHY CAPITAL MANAGEMENT INC 610.03%0.03%0.04%Q1 2015Q2 202213
ACG Wealth 610.03%0.08%0.18%Q4 2017Q3 202213
Truadvice, LLC 13130.61%1.70%4.22%Q3 2020Q3 202313
Newport Wealth Strategies, Inc. 1210.20%1.00%2.74%Q4 2017Q3 202113
United Asset Strategies, Inc. 310.03%0.10%0.24%Q2 2013Q2 202313
CGN Advisors LLC 13130.86%1.63%2.84%Q4 2020Q4 202313
StrategIQ Financial Group, LLC 13130.05%0.13%0.18%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.11%0.48%0.62%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.56%0.79%1.20%Q3 2020Q3 202313
Summit Trail Advisors, LLC 1120.24%2.54%7.27%Q1 2020Q3 202313
Mascoma Wealth Management LLC 940.00%0.02%0.08%Q4 2016Q3 202313
Stelac Advisory Services LLC 13130.10%0.16%0.24%Q3 2020Q3 202313
Dana Investment Advisors, Inc. 13130.01%0.05%0.08%Q3 2020Q3 202313
AMERICAN NATIONAL BANK 13130.01%0.06%0.11%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13131.64%2.11%2.37%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.25%0.33%0.41%Q2 2013Q2 201613
Leelyn Smith, LLC 13130.00%0.03%0.04%Q4 2019Q4 202213
Bell Rock Capital LLC 13130.13%0.18%0.32%Q4 2016Q4 201913
Founders Financial Alliance, LLC 13130.17%0.28%0.52%Q3 2020Q3 202313
Noven Financial Group, Inc. 610.95%3.91%10.40%Q4 2014Q4 201913
Blue Zone Wealth Advisors, LLC 940.10%0.33%1.52%Q4 2019Q3 202313
Graves Light Lenhart Wealth, Inc. 13130.05%0.07%0.10%Q3 2020Q3 202313
Lokken Investment Group LLC 1217.32%7.66%8.20%Q1 2012Q3 202313
Newbridge Financial Services Group, Inc. 13130.03%0.20%0.55%Q3 2020Q3 202313
Burleson & Company, LLC 13130.01%0.19%0.47%Q4 2019Q4 202213
Edmonds Duncan Registered Investment Advisors, LLC 1210.09%0.95%1.83%Q4 2017Q3 202313
McLean Asset Management Corp 13132.17%3.31%5.70%Q4 2020Q4 202313
CYPRESS CAPITAL MANAGEMENT LLC 13130.04%0.05%0.06%Q3 2019Q3 202213
ALPHASIMPLEX GROUP, LLC 13130.39%1.10%2.52%Q4 2017Q4 202013
BREMER TRUST NATIONAL ASSOCIATION 13130.07%0.11%0.18%Q4 2015Q4 201813
Aurora Private Wealth, Inc. 760.23%0.45%0.81%Q4 2019Q1 202313
Sageworth Trust Co 13130.23%3.41%4.40%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13131.94%2.49%3.06%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.17%0.54%1.03%Q3 2020Q3 202313
CWS Financial Advisors, LLC 850.18%1.07%2.12%Q2 2020Q3 202313
Daniels&Tansey,LLP 13130.46%3.65%4.61%Q3 2020Q3 202313
MinichMacGregor Wealth Management, LLC 1210.02%0.12%0.17%Q4 2015Q4 202213
RMR Wealth Builders 13130.09%5.03%8.77%Q3 2020Q3 202313
JANUS HENDERSON GROUP PLC 1110.00%0.00%0.00%Q2 2017Q1 202113
FOSTER DYKEMA CABOT & CO INC/MA 1210.03%0.03%0.04%Q4 2019Q3 202313
Clear Creek Financial Management, LLC 1030.19%0.67%2.12%Q2 2020Q3 202313
CAPE COD FIVE CENTS SAVINGS BANK 850.03%0.05%0.10%Q2 2013Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.15%0.16%0.18%Q2 2013Q2 201613
Lindbrook Capital, LLC 1010.02%0.28%0.58%Q4 2018Q3 202313
Laidlaw Wealth Management LLC 850.24%0.40%0.82%Q4 2019Q3 202313
Perennial Investment Advisors, LLC 13130.10%0.43%1.28%Q3 2020Q3 202313
Perennial Advisors, LLC 910.01%0.01%0.01%Q4 2016Q2 202113
QUEST CAPITAL MANAGEMENT INC /ADV 13130.10%0.63%1.22%Q4 2018Q4 202113
First Bank & Trust 13130.03%0.04%0.06%Q2 2019Q2 202213
Procyon Advisors, LLC 1030.00%0.08%0.19%Q4 2019Q3 202313
ELEMENT POINTE ADVISORS, LLC 1120.15%2.32%4.55%Q4 2018Q4 202213
Annapolis Financial Services, LLC 12124.72%5.72%6.40%Q4 2020Q3 202312
Robertson Stephens Wealth Management, LLC 1010.11%0.78%1.96%Q3 2019Q3 202312
Prosperity Planning, Inc. 12120.61%0.96%1.43%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.57%0.69%0.85%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12122.26%9.39%11.60%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.03%0.61%2.43%Q4 2020Q3 202312
Carlton Hofferkamp & Jenks Wealth Management, LLC 12120.10%0.10%0.11%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.67%1.03%1.39%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Curran Financial Partners, LLC 12120.40%1.78%3.51%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.03%0.03%Q4 2020Q3 202312
Veery Capital, LLC 12128.19%9.34%10.58%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.15%0.21%0.28%Q4 2020Q3 202312
Wells Financial Advisors INC 12121.42%1.72%1.88%Q4 2020Q3 202312
CHATHAM CAPITAL GROUP, INC. 12120.15%0.20%0.25%Q4 2020Q3 202312
Center For Asset Management LLC 12120.49%1.45%2.93%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.61%0.79%0.95%Q4 2020Q3 202312
Hemenway Trust Co LLC 12120.04%0.04%0.04%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.66%2.95%3.71%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12120.41%0.48%0.55%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.08%7.13%9.13%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.02%5.96%9.45%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12121.08%1.15%1.18%Q4 2020Q3 202312
Sage Capital Advisors,llc 12120.10%0.26%1.00%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.19%0.26%0.50%Q1 2019Q1 202212
ADE, LLC 12120.80%1.23%1.57%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12121.57%4.47%6.58%Q4 2020Q3 202312
RKL Wealth Management LLC 12120.06%0.08%0.09%Q2 2017Q1 202012
SAX WEALTH ADVISORS, LLC 12121.27%1.91%2.75%Q4 2020Q3 202312
Clearstead Advisors, LLC 930.00%0.02%0.05%Q1 2020Q3 202312
Tacita Capital Inc 12122.21%2.38%2.56%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.24%0.39%0.51%Q4 2020Q3 202312
Red Wave Investments LLC 12123.79%4.03%4.37%Q4 2020Q3 202312
Rodgers & Associates, LTD 12127.22%7.76%8.68%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.14%0.73%1.46%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12120.34%1.03%1.73%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.04%8.43%9.63%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.45%0.61%0.76%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.06%2.35%3.82%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.05%0.09%0.17%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12123.22%3.83%4.79%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.16%0.22%0.32%Q4 2020Q3 202312
High Pines Wealth Management, LLC 12124.75%9.33%14.21%Q4 2020Q3 202312
TIAA Kaspick, LLC 12120.26%2.05%4.76%Q4 2018Q3 202112
EAGLE GLOBAL ADVISORS LLC 930.02%0.03%0.03%Q3 2020Q3 202312
Baker Avenue Asset Management, LP 610.01%0.08%0.17%Q3 2017Q3 202312
NewEdge Wealth, LLC 12121.15%1.85%2.78%Q4 2020Q3 202312
Ledyard National Bank 840.00%0.03%0.06%Q4 2015Q4 201812
Mezzasalma Advisors, LLC 12120.14%0.17%0.24%Q4 2020Q3 202312
Compass Advisory Group LLC 12121.45%3.60%7.74%Q4 2020Q3 202312
Facet Wealth, Inc. 12127.26%9.25%11.17%Q4 2020Q3 202312
Strategic Wealth Partners, Ltd. 840.00%0.08%0.34%Q4 2017Q1 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.58%0.76%1.02%Q4 2020Q3 202312
Sonora Investment Management, LLC 12120.00%0.01%0.03%Q4 2018Q3 202112
Jaffetilchin Investment Partners, LLC 1110.02%0.11%0.31%Q4 2018Q3 202312
Brown Advisory Securities, LLC 12120.06%0.08%0.11%Q1 2017Q4 201912
AAF Wealth Management, LLC 121210.11%13.88%15.42%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12122.52%4.97%6.61%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.01%0.03%0.06%Q2 2018Q1 202112
Southland Equity Partners LLC 12120.77%0.90%1.12%Q4 2020Q3 202312
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1110.07%0.27%0.66%Q2 2018Q3 202312
FORVIS Wealth Advisors, LLC 12120.02%0.66%1.60%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.14%1.12%2.57%Q4 2019Q3 202312
Vectors Research Management, LLC 660.00%0.01%0.04%Q2 2019Q2 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.44%1.06%2.52%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.04%0.04%0.06%Q2 2013Q1 201612
ECLECTIC ASSOCIATES INC /ADV 12122.58%3.53%4.31%Q4 2020Q3 202312
MCDONALD PARTNERS LLC 12120.07%0.10%0.18%Q4 2020Q3 202312
ATTICUS WEALTH MANAGEMENT, LLC 12120.00%0.14%0.31%Q4 2020Q3 202312
PFS INVESTMENTS INC. 930.27%1.17%7.01%Q4 2017Q2 202212
CERTUITY, LLC 1020.04%0.09%0.42%Q4 2019Q3 202312
Arkadios Wealth Advisors 12120.14%0.19%0.62%Q4 2020Q3 202312
Live Oak Private Wealth LLC 12120.13%0.14%0.16%Q2 2020Q1 202312
Fort Sheridan Advisors LLC 12120.10%0.14%0.19%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Lumbard & Kellner, LLC 12120.17%0.26%0.38%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.01%0.01%0.01%Q4 2020Q3 202312
MADISON WEALTH MANAGEMENT 12120.12%0.12%0.13%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.00%0.01%0.02%Q4 2019Q3 202212
SOUTH TEXAS MONEY MANAGEMENT LTD 12120.03%0.13%0.20%Q4 2016Q3 201912
Main Street Financial Solutions, LLC 12120.56%0.66%0.81%Q4 2020Q3 202312
HARRELL INVESTMENT PARTNERS, LLC 12120.10%0.13%0.17%Q4 2020Q3 202312
MEANS INVESTMENT CO., INC. 12120.05%0.06%0.09%Q4 2020Q3 202312
NOESIS CAPITAL MANGEMENT CORP 1110.04%0.29%0.50%Q4 2019Q3 202312
Crewe Advisors LLC 810.00%0.01%0.02%Q4 2017Q3 202312
TOTAL INVESTMENT MANAGEMENT INC 1020.09%6.09%12.68%Q3 2020Q3 202312
CITY HOLDING CO 1110.00%0.01%0.02%Q3 2020Q3 202312
Systematic Alpha Investments, LLC 12123.45%6.11%7.51%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.20%0.34%0.46%Q4 2020Q3 202312
BURNS J W & CO INC/NY 12120.11%0.14%0.20%Q4 2020Q3 202312
BRAVE ASSET MANAGEMENT INC 12120.24%0.33%0.48%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.18%0.47%0.65%Q4 2020Q3 202312
Intelligence Driven Advisers, LLC 840.18%3.14%6.38%Q3 2020Q3 202312
BRADLEY FOSTER & SARGENT INC/CT 1110.01%0.01%0.01%Q4 2019Q3 202312
Fullen Financial Group 12124.33%5.44%6.65%Q2 2020Q1 202312
Hudock, Inc. 840.00%0.00%0.01%Q1 2019Q3 202212
BOURGEON CAPITAL MANAGEMENT LLC 1110.00%0.00%0.01%Q3 2019Q3 202312
Berger Financial Group, Inc 12120.04%0.10%0.23%Q4 2020Q3 202312
FWL INVESTMENT MANAGEMENT, LLC 12120.23%0.26%0.30%Q4 2020Q3 202312
Safir Wealth Advisors, LLC 12125.59%6.48%7.61%Q4 2020Q3 202312
55I, LLC 1110.09%0.32%1.57%Q1 2019Q3 202212
SOUNDMARK WEALTH MANAGEMENT, LLC 12121.40%2.55%4.19%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.14%0.24%0.35%Q4 2020Q3 202312
Horan Securities, Inc. 750.01%0.02%0.05%Q2 2020Q2 202312
Windward Private Wealth Management Inc. 12122.40%3.02%3.80%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.08%0.16%0.24%Q4 2020Q3 202312
Accel Wealth Management 12120.12%0.90%2.42%Q4 2020Q3 202312
TBH Global Asset Management, LLC 12121.36%4.20%5.28%Q4 2020Q3 202312
Holloway Wealth Management, LLC 12120.02%0.02%0.03%Q2 2019Q1 202212
Hemington Wealth Management 12127.63%8.64%9.82%Q4 2020Q3 202312
Boston Trust Walden Corp 12120.01%0.01%0.01%Q1 2017Q4 201912
Sage Advisory Services, Ltd.Co. 1020.07%3.94%7.26%Q1 2018Q3 202212
Falcon Wealth Planning 12129.16%9.83%10.78%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12121.72%2.08%2.47%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.07%0.10%0.16%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.26%0.28%0.33%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
Clean Yield Group 12120.06%0.10%0.12%Q4 2020Q3 202312
Foster Group, Inc. 121210.54%14.12%18.15%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.10%0.44%0.56%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.28%1.10%5.02%Q4 2020Q3 202312
Newton One Investments LLC 12121.83%2.02%2.43%Q4 2020Q3 202312
TMD Wealth Management, LLC 12120.15%11.91%23.17%Q4 2020Q3 202312
Syverson Strege & Co 12120.09%0.16%0.28%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.18%0.22%0.28%Q4 2020Q3 202312
tru Independence LLC 810.02%0.26%0.94%Q4 2019Q3 202311
Acorn Wealth Advisors, LLC 830.01%0.59%1.07%Q4 2017Q3 202311
Paulson Wealth Management Inc. 920.12%0.78%1.48%Q4 2017Q1 202311
NEW ENGLAND ASSET MANAGEMENT INC 1010.00%0.05%0.06%Q1 2015Q2 202011
EATON VANCE MANAGEMENT 830.00%0.02%0.06%Q3 2017Q3 202211
SIMMONS FIRST TRUST CO NA 11110.64%1.46%2.07%Q2 2013Q4 201511
IBBOTSON ASSOCIATES INC 111110.72%13.19%16.89%Q2 2013Q4 201511
CHURCHILL MANAGEMENT Corp 11115.89%9.44%13.13%Q1 2021Q3 202311
WESBANCO BANK INC 11110.01%0.05%0.14%Q1 2021Q3 202311
Aristotle Capital Management, LLC 810.00%0.00%0.01%Q4 2016Q3 202311
PDS Planning, Inc 11110.04%0.13%0.21%Q1 2021Q3 202311
MONTAG A & ASSOCIATES INC 11110.01%0.17%0.32%Q1 2021Q3 202311
FIRST INTERSTATE BANK 1010.00%0.01%0.03%Q3 2015Q3 202311
ROWLAND CARMICHAEL ADVISORS INC /ADV 830.00%0.01%0.02%Q1 2016Q4 201911
ALPINE WOODS CAPITAL INVESTORS, LLC 11110.07%0.08%0.10%Q1 2020Q3 202211
BINGHAM OSBORN & SCARBOROUGH LLC 610.02%0.02%0.04%Q3 2018Q3 202111
Quantitative Advantage, LLC 310.10%5.05%9.60%Q2 2013Q1 202311
HEADINVEST, LLC 11110.12%0.14%0.17%Q1 2021Q3 202311
Ratio Wealth Group 922.97%3.48%4.06%Q4 2020Q3 202311
Arlington Partners LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
COMERICA SECURITIES INC 11110.22%0.47%0.64%Q2 2016Q4 201811
J. Goldman & Co LP 410.01%0.08%0.19%Q3 2019Q2 202311
Montecito Bank & Trust 810.06%0.19%0.30%Q1 2019Q4 202311
Apriem Advisors 410.00%0.04%0.06%Q2 2015Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11111.46%1.85%3.25%Q1 2021Q3 202311
Advisory Services & Investments, LLC 11110.17%0.25%0.44%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.05%0.16%0.25%Q1 2021Q3 202311
Cornerstone Wealth Advisors, Inc. 11116.87%7.95%9.38%Q1 2021Q3 202311
Horizon Investment Services, LLC 11110.26%0.43%0.59%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11111.11%1.94%2.45%Q1 2021Q3 202311
Benedetti & Gucer, Inc. 11110.16%0.27%0.35%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.19%0.40%0.88%Q1 2021Q3 202311
Spire Wealth Management 11110.45%0.63%0.96%Q1 2021Q3 202311
Rollins Financial 830.38%0.59%0.78%Q4 2020Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.00%6.02%8.86%Q4 2020Q3 202311
Calamos Wealth Management LLC 810.02%0.03%0.03%Q4 2017Q3 202311
Orion Capital Management LLC 1010.03%0.09%0.14%Q4 2020Q3 202311
Ameritas Investment Company, LLC 11110.02%0.57%0.87%Q1 2019Q3 202111
Sovereign Financial Group, Inc. 11110.15%1.60%3.32%Q1 2021Q3 202311
Latitude Advisors, LLC 11110.38%0.91%4.29%Q1 2021Q3 202311
Meristem Family Wealth, LLC 11110.13%0.26%0.41%Q3 2019Q1 202211
Lumature Wealth Partners, LLC 11112.43%3.05%3.92%Q4 2020Q2 202311
McClarren Financial Advisors, Inc. 650.18%0.88%1.36%Q4 2020Q3 202311
Cambria Investment Management, L.P. 710.01%0.04%0.08%Q4 2014Q1 201911
Clearview Wealth Advisors LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
4Thought Financial Group Inc. 11110.29%0.74%1.22%Q1 2021Q3 202311
CLARK FINANCIAL SERVICES GROUP INC /BD 516.56%9.75%13.72%Q2 2020Q3 202311
MTM Investment Management, LLC 11110.05%0.06%0.06%Q1 2021Q3 202311
Planned Solutions, Inc. 740.27%0.32%0.44%Q3 2020Q2 202311
FineMark National Bank & Trust 620.00%0.02%0.03%Q1 2015Q3 202311
CATALYST PRIVATE WEALTH, LLC 11111.04%2.11%3.05%Q2 2021Q4 202311
Mraz, Amerine & Associates, Inc. 11110.06%0.37%0.63%Q1 2021Q3 202311
KWB Wealth 830.04%0.04%0.05%Q4 2020Q3 202311
MTC Wealth Management LLC 111112.19%14.11%28.17%Q1 2021Q3 202311
Navalign, LLC 11110.08%0.21%0.34%Q1 2021Q3 202311
Gunma Bank,Ltd. 650.78%1.85%3.96%Q3 2020Q3 202311
Onyx Bridge Wealth Group LLC 11110.14%2.90%8.77%Q1 2021Q3 202311
Northstar Advisory Group, LLC 830.49%0.64%0.75%Q4 2020Q3 202311
Concord Wealth Partners 740.00%0.02%0.10%Q4 2020Q3 202311
SignalPoint Asset Management, LLC 11110.22%0.24%0.26%Q1 2021Q3 202311
Edge Wealth Management LLC 920.00%0.00%0.02%Q4 2017Q4 202111
Antonetti Capital Management LLC 910.00%0.05%0.29%Q2 2010Q3 202311
WNY Asset Management, LLC 11110.31%0.70%1.05%Q1 2021Q3 202311
Vontobel Holding Ltd. 11110.00%0.01%0.02%Q1 2021Q3 202311
Arbor Investment Advisors, LLC 11110.23%0.28%0.30%Q1 2021Q3 202311
PEDDOCK CAPITAL ADVISORS, LLC 11110.08%0.14%0.19%Q1 2021Q3 202311
Lion Street Advisors, LLC 910.13%0.29%0.52%Q1 2020Q3 202311
CIDEL ASSET MANAGEMENT INC 11110.01%0.02%0.02%Q1 2021Q3 202311
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 810.01%0.03%0.06%Q4 2015Q4 202011
SkyOak Wealth, LLC 11110.08%0.11%0.17%Q1 2021Q3 202311
Graypoint LLC 11110.03%0.03%0.05%Q1 2021Q3 202311
1900 WEALTH MANAGEMENT LLC 740.04%0.06%0.07%Q4 2020Q3 202311
CT Financial Advisors LLC 1010.27%0.34%0.45%Q1 2014Q1 201711
PRIVATE CAPITAL MANAGEMENT LLC 11116.08%8.18%9.29%Q1 2021Q3 202311
ROOSEVELT INVESTMENT GROUP LLC 11111.17%2.54%3.27%Q1 2020Q3 202211
Curtis Advisory Group, LLC 11110.08%0.15%0.27%Q1 2021Q3 202311
Arkos Global Advisors 11110.04%0.07%0.09%Q4 2020Q2 202311
WESPAC Advisors SoCal, LLC 920.00%0.03%0.11%Q1 2016Q1 201911
Paragon Wealth Strategies, LLC 610.06%2.78%8.85%Q1 2019Q4 202311
Fairhaven Wealth Management, LLC 920.15%0.18%0.21%Q4 2020Q3 202311
Faithward Advisors, LLC 830.00%0.00%0.01%Q4 2019Q3 202311
SigFig Wealth Management, LLC 11110.01%0.06%0.09%Q1 2021Q3 202311
NVWM, LLC 11110.00%0.02%0.04%Q2 2020Q4 202211
Fortis Advisors, LLC 11110.04%0.05%0.06%Q3 2017Q1 202011
Marietta Wealth Management, LLC 11110.07%0.22%0.84%Q1 2021Q3 202311
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.01%5.47%10.60%Q4 2018Q3 202311
BlueSky Wealth Advisors, LLC 11110.11%0.12%0.13%Q1 2021Q3 202311
Founders Capital Management 11110.02%0.03%0.04%Q2 2021Q4 202311
Ferris Capital, LLC 1010.00%1.19%11.66%Q4 2018Q1 202211
WestHill Financial Advisors, Inc. 920.01%0.04%0.06%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.91%1.04%1.15%Q4 2017Q2 202011
Nachman Norwood & Parrott, Inc 11110.58%1.21%2.50%Q4 2018Q2 202111
Centric Wealth Management 710.20%0.32%0.63%Q4 2018Q1 202211
HHM Wealth Advisors, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Busey Bank 910.01%0.02%0.02%Q4 2019Q3 202310
CSM Advisors, LLC 10104.49%6.94%9.36%Q2 2021Q3 202310
NSI Retail Advisors, LLC 10109.53%15.98%21.79%Q2 2021Q3 202310
King Wealth Management Group 10100.05%0.22%0.56%Q2 2021Q3 202310
Bank of New Hampshire 10100.08%0.14%0.18%Q2 2021Q3 202310
Intrua Financial, LLC 910.05%0.37%0.50%Q2 2020Q1 202310
Surevest, LLC 510.01%0.13%0.44%Q4 2018Q3 202210
JTC Employer Solutions Trustee Ltd 10100.02%0.02%0.03%Q2 2021Q3 202310
VALENTINE VENTURES LLC 910.35%0.41%0.52%Q4 2014Q4 201810
MOTIVE WEALTH ADVISORS 10100.26%1.25%3.46%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
Northwest Capital Management Inc 10100.43%0.57%0.71%Q2 2021Q3 202310
Diligent Investors, LLC 10100.10%0.30%0.39%Q2 2021Q3 202310
AVIANCE CAPITAL MANAGEMENT, LLC 820.04%0.36%1.50%Q3 2013Q1 201810
Blue Barn Wealth, LLC 10101.03%1.43%3.20%Q2 2021Q3 202310
Tri-Star Advisors Inc. 10100.20%0.30%0.47%Q2 2020Q3 202210
Glovista Investments LLC 510.06%0.36%1.00%Q4 2017Q4 202210
Balentine LLC 910.00%0.74%2.68%Q3 2019Q3 202310
Tennessee Valley Asset Management Partners 820.07%0.13%0.18%Q4 2020Q3 202310
Signature Financial Management, Inc. 10100.10%0.16%0.32%Q3 2016Q4 201810
Farmers National Bank 620.06%0.11%0.13%Q2 2016Q2 201910
Bedell Frazier Investment Counselling, LLC 520.06%1.80%3.81%Q3 2019Q2 202210
MKD WEALTH COACHES, LLC 730.05%0.30%0.48%Q4 2018Q4 202110
New England Investment & Retirement Group, Inc. 512.89%4.44%6.33%Q2 2014Q3 202110
THOMPSON SIEGEL & WALMSLEY LLC 10100.00%0.00%0.00%Q2 2017Q3 201910
Silverleafe Capital Partners, LLC 550.42%2.57%5.36%Q4 2018Q4 202110
Elevated Capital Advisors, LLC 511.19%1.49%2.04%Q1 2019Q3 202310
Providence Capital Advisors, LLC 710.00%0.08%0.12%Q3 2018Q4 202110
SWMG, LLC 640.21%0.83%1.31%Q4 2020Q2 202310
Hill Investment Group Partners, LLC 10100.21%0.77%1.49%Q2 2021Q3 202310
Oak Harvest Investment Services 10100.06%0.11%0.32%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.02%0.02%0.03%Q2 2013Q3 201510
Sepio Capital, LP 10100.25%2.67%4.86%Q2 2021Q3 202310
NORTHSTAR WEALTH PARTNERS LLC 10100.22%0.38%0.49%Q2 2018Q3 202010
Accredited Investors Inc. 640.02%0.30%2.79%Q1 2021Q3 202310
VERITY Wealth Advisors 10100.41%0.66%0.77%Q4 2020Q1 202310
Covington Capital Management 730.00%0.00%0.01%Q4 2019Q3 202210
SFE Investment Counsel 10100.11%0.16%0.21%Q2 2013Q3 201510
AT Bancorp 10100.04%0.06%0.07%Q4 2016Q1 201910
Foundations Investment Advisors, LLC 910.01%0.07%0.10%Q1 2021Q3 202310
RNC CAPITAL MANAGEMENT LLC 730.01%0.01%0.02%Q4 2020Q2 202310
OARSMAN CAPITAL, INC. 410.09%1.47%4.86%Q1 2017Q3 202310
Crescent Grove Advisors, LLC 10100.04%0.08%0.15%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.03%0.19%0.40%Q4 2020Q3 202310
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 640.12%0.30%0.44%Q2 2020Q3 202310
Johnson Midwest Financial, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.04%0.16%0.27%Q1 2021Q3 202310
TRADITION CAPITAL MANAGEMENT LLC 730.10%0.22%0.32%Q2 2016Q1 201910
SYM FINANCIAL Corp 510.00%0.01%0.01%Q4 2017Q3 202310
First Bancorp, Inc /ME/ 910.51%0.82%1.16%Q1 2021Q3 202310
DONALDSON CAPITAL MANAGEMENT, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.34%0.41%0.50%Q1 2021Q3 202310
HighMark Wealth Management LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
PLANNING DIRECTIONS INC 10100.18%1.61%3.36%Q2 2021Q3 202310
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 510.04%0.06%0.12%Q3 2018Q4 202210
PRINCIPAL FINANCIAL GROUP INC 430.00%0.00%0.00%Q4 2018Q1 202310
Colonial River Wealth Management, LLC 820.22%0.38%0.51%Q1 2021Q3 202310
Thrive Capital Management, LLC 10100.21%2.10%3.96%Q2 2021Q3 202310
SVB Investment Services Inc. 10100.37%0.53%1.08%Q4 2019Q1 202210
CAPITAL ADVISORS INC/OK 810.01%0.01%0.01%Q4 2019Q3 202310
Castleview Partners, LLC 810.00%0.08%0.68%Q1 2018Q3 202310
FIRST NATIONAL BANK SIOUX FALLS 10100.65%1.38%1.71%Q2 2021Q3 202310
TRUST DEPARTMENT MB FINANCIAL BANK N A 510.00%0.01%0.02%Q2 2014Q1 201910
BARINGS LLC 910.03%0.53%1.58%Q4 2019Q4 202210
Landmark Financial Advisors, LLC 710.10%0.13%0.15%Q2 2019Q1 202210
YorkBridge Wealth Partners, LLC 820.07%0.08%0.10%Q1 2019Q3 202210
Virtue Capital Management, LLC 820.01%0.07%0.09%Q4 2017Q3 202310
Hefty Wealth Partners 10100.11%0.16%0.20%Q4 2015Q1 201810
GenTrust, LLC 910.03%0.05%0.11%Q4 2017Q3 202210
Lehman & Derafelo Financial Resources LLC 820.01%0.02%0.02%Q4 2019Q3 202210
Oxler Private Wealth LLC 10100.07%0.67%0.87%Q4 2020Q1 202310
FLOW TRADERS U.S. LLC 310.02%0.09%0.25%Q4 2016Q3 202310
EMC Capital Management 10100.01%0.38%1.16%Q2 2021Q3 202310
Tiller Private Wealth, Inc. 10100.81%4.44%5.48%Q2 2021Q3 202310
GSB Wealth Management, LLC 820.09%0.83%1.82%Q1 2021Q3 202310
EMFO, LLC 10101.52%1.91%2.14%Q2 2021Q3 202310
H&H Retirement Design & Management INC 820.29%2.60%4.47%Q1 2020Q3 202310
ACAS, LLC 642.59%3.54%4.52%Q1 2021Q3 202310
PECAUT & CO. 10100.04%0.17%0.34%Q2 2021Q3 202310
Fortress Wealth Group, LLC 10101.45%4.10%9.70%Q2 2021Q3 202310
Ciovacco Capital Management LLC 990.66%4.80%9.36%Q4 2020Q4 20229
HBW ADVISORY SERVICES LLC 990.12%0.20%0.36%Q3 2021Q3 20239
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.08%0.28%0.39%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.19%0.28%0.41%Q4 2019Q3 20239
Ruggie Capital Group 610.01%0.03%0.19%Q3 2015Q4 20189
PITTENGER & ANDERSON INC 810.00%0.00%0.01%Q1 2020Q3 20239
NorthRock Partners, LLC 610.02%0.03%0.07%Q4 2016Q3 20239
Professional Financial Advisors, LLC 990.01%0.02%0.03%Q3 2020Q3 20229
IBERIABANK CORP 720.03%0.10%0.15%Q3 2017Q2 20209
Beacon Financial Advisory LLC 990.13%0.55%1.02%Q3 2021Q3 20239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 990.01%0.03%0.04%Q3 2021Q3 20239
Wealthstar Advisors, LLC 990.06%0.09%0.11%Q3 2021Q3 20239
Van Hulzen Asset Management, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
American Money Management, LLC 990.16%0.17%0.18%Q3 2021Q3 20239
ROBINSON CAPITAL MANAGEMENT, LLC 720.01%0.01%0.02%Q2 2021Q3 20239
Joel Isaacson & Co., LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Riverview Trust Co 990.01%0.01%0.01%Q3 2021Q3 20239
MAGNOLIA CAPITAL ADVISORS LLC 990.88%1.90%4.10%Q2 2021Q2 20239
Bernicke Wealth Management, Ltd. 990.22%2.33%3.40%Q1 2016Q1 20189
Total Clarity Wealth Management, Inc. 710.01%0.16%0.32%Q4 2019Q3 20239
U.S. Capital Wealth Advisors, LLC 990.24%0.38%0.79%Q3 2021Q3 20239
Stearns Financial Services Group 990.00%0.01%0.02%Q3 2018Q3 20209
Trinity Financial Advisors LLC 810.12%8.46%14.45%Q4 2020Q3 20239
TOWNSQUARE CAPITAL LLC 520.01%0.09%0.24%Q3 2019Q3 20239
Walkner Condon Financial Advisors LLC 630.09%0.15%0.20%Q1 2021Q3 20239
Capital Advisors Wealth Management, LLC 990.13%0.40%0.67%Q3 2021Q3 20239
Stratos Investment Management, LLC 990.06%0.09%0.25%Q3 2021Q3 20239
Newman & Schimel, LLC 990.43%0.67%0.92%Q4 2020Q4 20229
Clear Perspectives Financial Planning, LLC 991.19%5.48%8.25%Q1 2021Q1 20239
TCG Advisory Services, LLC 510.05%0.09%0.20%Q1 2021Q3 20239
Charles Schwab Investment Advisory, Inc. 510.00%0.00%0.02%Q4 2013Q3 20239
Golden State Equity Partners 630.09%0.12%0.15%Q4 2020Q3 20239
AlphaCore Capital LLC 990.00%0.04%0.27%Q3 2021Q3 20239
Corundum Group, Inc. 720.20%0.29%0.49%Q4 2016Q1 20199
Roof Eidam Maycock Peralta, LLC 990.17%1.85%3.22%Q3 2018Q3 20209
Stillwater Capital Advisors, LLC 990.09%0.16%0.27%Q3 2013Q3 20159
Kavar Capital Partners, LLC 410.00%0.06%0.14%Q4 2013Q2 20199
Capital Directions Investment Advisors, LLC 720.00%0.31%0.50%Q3 2017Q4 20229
Dentgroup LLC 993.99%4.86%5.90%Q4 2021Q4 20239
MANAGED ACCOUNT ADVISORS LLC 990.20%0.61%1.28%Q2 2013Q2 20159
Tenret Co LLC 9911.27%11.86%12.29%Q2 2021Q2 20239
Five Oceans Advisors 990.53%0.76%1.18%Q3 2021Q3 20239
Dougherty Wealth Advisers LLC 990.15%3.48%23.94%Q3 2021Q3 20239
Delos Wealth Advisors, LLC 990.00%0.01%0.05%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.17%0.19%0.22%Q3 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.17%0.23%0.31%Q4 2021Q4 20239
Rodgers Brothers Inc. 810.10%0.11%0.12%Q2 2013Q3 20159
STUDIO INVESTMENT MANAGEMENT LLC 990.09%5.00%7.07%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.03%0.04%Q3 2021Q3 20239
KINGS POINT CAPITAL MANAGEMENT 410.00%0.01%0.02%Q2 2013Q1 20229
626 Financial, LLC 810.60%0.68%0.78%Q1 2021Q3 20239
Poehling Capital Management, INC. 990.19%0.24%0.29%Q4 2017Q4 20199
Arrow Investment Advisors, LLC 311.31%3.66%5.16%Q2 2013Q4 20189
Stanford Investment Group, Inc. 990.02%0.03%0.05%Q4 2014Q4 20169
BCM ADVISORS, LLC 990.24%0.30%0.34%Q4 2017Q4 20199
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 720.01%0.05%0.12%Q1 2020Q3 20239
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 990.02%0.03%0.04%Q3 2021Q3 20239
GOFEN & GLOSSBERG LLC /IL/ 990.01%0.01%0.02%Q4 2020Q4 20229
Ironwood Investment Counsel, LLC 540.06%0.08%0.10%Q1 2020Q3 20239
WINTRUST INVESTMENTS LLC 810.03%0.05%0.09%Q4 2018Q3 20239
BANCORPSOUTH INC 990.06%0.22%0.26%Q3 2015Q3 20179
CIBC BANK USA 990.04%0.10%0.13%Q2 2013Q2 20159
HANCOCK WHITNEY CORP 810.02%0.03%0.04%Q4 2018Q3 20239
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 990.15%0.43%0.97%Q3 2021Q3 20239
LEO BROKERAGE, LLC 520.23%0.47%1.26%Q3 2020Q2 20239
JAMES INVESTMENT RESEARCH INC 990.00%0.00%0.01%Q2 2013Q2 20159
FLAGSTAR ADVISORS INC 991.54%1.77%2.09%Q3 2021Q3 20239
VILLERE ST DENIS J & CO LLC 990.01%0.02%0.02%Q2 2013Q2 20159
DDD Partners, LLC 610.07%0.23%0.55%Q4 2017Q3 20239
SCHRODER INVESTMENT MANAGEMENT GROUP 720.00%0.00%0.00%Q1 2021Q3 20239
BAKER BOYER NATIONAL BANK 811.24%1.77%2.14%Q2 2021Q3 20239
BADGLEY PHELPS & BELL INC 510.01%0.02%0.03%Q2 2014Q2 20219
Occidental Asset Management, LLC 810.06%0.07%0.16%Q4 2016Q2 20239
Kovitz Investment Group Partners, LLC 720.02%0.03%0.04%Q2 2021Q3 20239
FFT WEALTH MANAGEMENT LLC 996.40%8.26%9.63%Q3 2021Q3 20239
CAPITAL ONE FINANCIAL CORP 990.12%0.45%0.74%Q1 2020Q1 20229
EDMOND DE ROTHSCHILD HOLDING S.A. 810.00%0.02%0.02%Q4 2018Q1 20239
Single Point Partners, LLC 620.19%0.26%0.37%Q4 2020Q1 20238
Bell Bank 620.32%5.34%21.29%Q3 2014Q4 20178
NORWOOD FINANCIAL CORP 882.22%2.33%2.46%Q4 2021Q3 20238
ALBION FINANCIAL GROUP /UT 880.00%0.00%0.00%Q4 2021Q3 20238
BOSTON ADVISORS LLC 880.01%0.01%0.02%Q4 2017Q3 20198
CORNERCAP INVESTMENT COUNSEL INC 710.04%0.10%0.13%Q2 2013Q4 20168
CAMBRIDGE TRUST CO 880.00%0.00%0.01%Q4 2021Q3 20238
NORTHEAST INVESTMENT MANAGEMENT 880.02%0.06%0.12%Q4 2021Q3 20238
PETTYJOHN, WOOD & WHITE, INC 710.05%0.05%0.07%Q1 2021Q3 20238
BNP PARIBAS FINANCIAL MARKETS 620.00%0.00%0.01%Q2 2021Q3 20238
GRIMES & COMPANY, INC. 880.01%0.02%0.04%Q4 2021Q3 20238
BBR PARTNERS, LLC 620.05%0.56%1.56%Q3 2018Q1 20238
Round Table Services, LLC 710.10%0.25%0.76%Q4 2018Q3 20228
EMORY UNIVERSITY 880.00%0.00%0.01%Q1 2012Q4 20138
Livingston Group Asset Management CO (operating as Southport Capital Management) 710.09%0.30%0.54%Q4 2019Q1 20228
RS CRUM INC. 880.51%0.75%1.03%Q4 2021Q3 20238
Crestwood Advisors Group, LLC 880.01%0.02%0.02%Q4 2017Q3 20198
AEGON USA Investment Management, LLC 882.00%2.28%3.11%Q2 2013Q1 20158
First Allied Asset Management, Inc. 880.12%0.13%0.14%Q2 2013Q1 20158
BRR OpCo, LLC 880.05%0.06%0.08%Q4 2020Q3 20228
HALBERT HARGROVE GLOBAL ADVISORS, LLC 710.00%0.05%0.06%Q1 2014Q3 20238
JCIC Asset Management Inc. 880.01%0.01%0.02%Q3 2014Q2 20168
Price Wealth, LLC 880.02%0.04%0.08%Q4 2018Q3 20208
Rezny Wealth Management, Inc. 710.25%9.44%12.34%Q3 2017Q2 20218
Advance Capital Management, Inc. 880.06%0.08%0.12%Q4 2021Q3 20238
NewSquare Capital LLC 710.00%0.01%0.02%Q1 2014Q3 20238
Rather & Kittrell, Inc. 880.16%0.30%0.43%Q4 2021Q3 20238
Formidable Asset Management, LLC 710.05%0.10%0.15%Q1 2020Q3 20238
Shoker Investment Counsel, Inc. 440.09%0.10%0.12%Q3 2021Q3 20238
Compass Ion Advisors, LLC 880.11%0.20%0.61%Q4 2021Q3 20238
FormulaFolio Investments, LLC 510.01%0.11%0.30%Q3 2018Q2 20218
First Personal Financial Services 610.00%0.01%0.02%Q2 2016Q1 20228
Integrated Wealth Management 440.05%0.07%0.12%Q1 2015Q1 20178
Prostatis Group LLC 530.51%5.11%12.67%Q4 2020Q2 20238
Hayden Royal, LLC 620.12%0.48%0.76%Q2 2019Q2 20218
Starfire Investment Advisers, Inc. 880.85%1.62%2.27%Q3 2018Q2 20208
Avant Capital LLC 884.26%4.66%4.96%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.09%0.11%0.21%Q4 2021Q3 20238
HMS Capital Management, LLC 710.00%0.18%0.32%Q2 2019Q3 20238
Independent Advisor Alliance 610.03%0.19%0.45%Q1 2017Q3 20238
Conservest Capital Advisors, Inc. 880.08%0.08%0.09%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.02%0.08%0.11%Q1 2017Q4 20188
EverSource Wealth Advisors, LLC 880.66%1.80%2.82%Q4 2021Q3 20238
Wagner Wealth Management, LLC 530.00%0.03%0.07%Q2 2021Q3 20238
Ballast, Inc. 880.15%0.16%0.17%Q4 2021Q3 20238
All Terrain Financial Advisors, LLC 440.07%0.09%0.11%Q4 2017Q4 20198
Leeward Financial Partners, LLC 881.40%3.48%5.48%Q4 2021Q3 20238
GABLES CAPITAL MANAGEMENT INC. 620.01%0.03%0.04%Q4 2018Q2 20238
Financial Gravity Asset Management, Inc. 410.00%0.01%0.02%Q1 2018Q3 20238
B&D White Capital Company, LLC 880.04%0.29%0.44%Q4 2020Q3 20228
Hardy Reed LLC 440.28%0.70%1.56%Q1 2021Q3 20238
Grandview Asset Management LLC 610.13%0.37%0.58%Q1 2021Q3 20238
GYL FINANCIAL SYNERGIES, LLC 880.02%0.27%0.46%Q4 2021Q3 20238
Financial Strategies Group, Inc. 880.09%0.14%0.16%Q4 2020Q3 20228
Realta Investment Advisors 420.02%0.03%0.04%Q1 2019Q3 20238
Ranch Capital Advisors Inc. 880.09%0.58%1.78%Q4 2019Q3 20218
Banque Cantonale Vaudoise 880.00%0.01%0.02%Q4 2020Q3 20228
Blueprint Investment Partners LLC 880.57%1.60%2.20%Q4 2021Q3 20238
PFG Private Wealth Management, LLC 710.00%8.06%10.50%Q3 2021Q3 20238
Austin Private Wealth, LLC 710.03%0.06%0.11%Q4 2019Q2 20238
Investment Research & Advisory Group, Inc. 620.01%0.01%0.02%Q4 2020Q3 20238
Filbrandt Wealth Management, LLC 880.16%0.18%0.23%Q4 2019Q3 20218
Citizens National Bank Trust Department 880.01%0.01%0.02%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.24%0.26%0.29%Q4 2021Q3 20238
ABSOLUTE CAPITAL MANAGEMENT, LLC 880.18%0.39%0.54%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.13%0.19%0.30%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.06%0.14%0.37%Q4 2020Q3 20228
Cordant, Inc. 610.01%0.14%0.21%Q4 2019Q3 20238
Rise Advisors, LLC 883.06%9.49%14.39%Q4 2021Q3 20238
Baron Financial Group, LLC 880.06%0.07%0.07%Q3 2020Q2 20228
WOLFF WIESE MAGANA LLC 880.01%0.05%0.10%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.39%0.55%0.71%Q4 2021Q3 20238
Monterey Private Wealth, Inc. 880.18%0.36%0.41%Q4 2021Q3 20238
Running Point Capital Advisors, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
PATRON PARTNERS, LLC 880.23%0.31%0.34%Q4 2021Q3 20238
Allegheny Financial Group LTD 710.08%0.15%0.19%Q2 2021Q3 20238
Crestone Asset Management LLC 620.24%0.43%0.89%Q4 2015Q1 20208
PGIM Custom Harvest LLC 440.04%0.06%0.10%Q4 2020Q3 20238
Boyd Wealth Management, LLC 882.49%6.74%11.08%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.53%0.57%0.62%Q4 2021Q3 20238
Thrive Wealth Management, LLC 885.38%17.49%24.05%Q4 2021Q3 20238
Ignite Planners, LLC 880.06%0.20%0.29%Q4 2021Q3 20238
Capital Group Private Client Services, Inc. 880.00%0.02%0.02%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.01%0.03%Q4 2020Q3 20228
Keystone Wealth Services, LLC 880.54%2.58%3.64%Q4 2021Q3 20238
TUCKER ASSET MANAGEMENT LLC 710.00%0.01%0.04%Q4 2020Q3 20238
Level Financial Advisors 881.54%1.71%1.84%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.28%0.34%0.37%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.23%0.42%0.70%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 886.21%7.50%8.28%Q4 2021Q3 20238
Activest Wealth Management 610.22%0.36%0.45%Q1 2021Q3 20238
Bell Investment Advisors, Inc 623.33%3.88%4.33%Q3 2021Q3 20238
Holland Advisory Services, Inc. 880.49%3.61%7.47%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 881.59%1.90%2.25%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.03%0.05%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 886.43%7.16%8.05%Q4 2021Q3 20238
Atlantic Private Wealth, LLC 880.17%0.28%0.36%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.21%0.27%0.36%Q1 2021Q3 20238
Washington Trust Advisors, Inc. 880.69%1.24%1.99%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.37%0.49%0.72%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.96%1.85%2.43%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.02%0.06%0.08%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.08%0.09%0.11%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.57%0.77%1.00%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.72%0.87%1.02%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.80%1.81%2.25%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.27%0.32%0.37%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Wedmont Private Capital 880.14%0.26%0.40%Q4 2021Q3 20238
Wick Capital Partners, LLC 880.14%0.15%0.17%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 887.01%11.67%16.28%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.32%0.35%0.40%Q4 2021Q3 20238
Manhattan West Asset Management, LLC 880.44%0.68%0.77%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 882.08%2.43%2.67%Q4 2021Q3 20238
American Trust 880.06%0.27%0.41%Q4 2021Q3 20238
GPWM LLC 884.78%5.01%5.29%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Conrad Siegel Investment Advisors, Inc. 882.24%4.50%8.73%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.40%0.53%0.65%Q4 2021Q3 20238
OLIO Financial Planning 888.91%9.73%10.58%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.47%0.50%0.54%Q4 2021Q3 20238
Evolution Advisers, Inc. 8812.05%12.51%13.26%Q4 2021Q3 20238
NCM Capital Management, LLC 880.40%0.44%0.58%Q4 2021Q3 20238
Shore Point Advisors, LLC 8810.33%11.34%12.27%Q4 2021Q3 20238
Eagle Strategies LLC 880.08%1.16%2.35%Q4 2021Q3 20238
BLODGETT WEALTH ADVISORS, LLC 881.19%1.91%2.42%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 886.84%7.62%8.25%Q4 2021Q3 20238
AIRE ADVISORS, LLC 882.52%5.19%7.35%Q4 2021Q3 20238
Stone Point Wealth LLC 882.53%3.96%4.94%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.01%0.51%1.17%Q4 2021Q3 20238
Laraway Financial Advisors Inc 882.04%3.14%3.61%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 881.49%1.83%2.22%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 886.46%8.89%11.12%Q4 2021Q3 20238
Allie Family Office LLC 880.36%1.26%1.92%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.31%2.13%3.12%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.20%0.54%1.25%Q4 2021Q3 20238
Insight Inv LLC 880.33%0.34%0.36%Q4 2021Q3 20238
Operose Advisors LLC 880.08%0.17%0.26%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 888.12%10.83%12.17%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 881.57%2.77%4.04%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.50%0.60%0.69%Q4 2021Q3 20238
Frontier Asset Management, LLC 884.19%7.66%10.66%Q4 2021Q3 20238
Chemistry Wealth Management LLC 880.56%0.79%1.21%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.01%0.16%1.22%Q4 2021Q3 20238
Investment Advisory Group, LLC 882.00%2.45%2.97%Q4 2021Q3 20238
Next Level Private LLC 880.56%1.16%1.39%Q4 2021Q3 20238
First International Bank & Trust 880.15%0.16%0.17%Q4 2021Q3 20238
Unconventional Investor, LLC 880.67%0.82%0.92%Q4 2021Q3 20238
DRAVO BAY LLC 883.22%3.53%3.96%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.10%0.15%0.20%Q4 2021Q3 20238
Axiom Advisory, LLC 886.10%6.92%8.36%Q4 2021Q3 20238
Red Tortoise LLC 441.91%2.78%3.31%Q3 2021Q3 20238
City State Bank 880.80%1.18%1.34%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.08%0.26%0.34%Q4 2021Q3 20238
Marion Wealth Management 880.08%0.11%0.13%Q4 2021Q3 20238
HB Wealth Management, LLC 880.07%0.12%0.22%Q4 2021Q3 20238
Forbes Financial Planning, Inc. 880.25%3.74%5.61%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.03%0.14%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.21%0.25%0.27%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 882.55%6.07%9.59%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.29%1.34%2.15%Q4 2021Q3 20238
Family CFO Inc 882.64%3.29%4.46%Q4 2021Q3 20238
BetterWealth, LLC 880.14%0.20%0.48%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Ascent Group, LLC 881.09%1.30%1.45%Q4 2021Q3 20238
Security Financial Services, INC. 880.85%1.15%2.14%Q4 2021Q3 20238
apricus wealth, LLC 880.50%0.57%0.64%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.09%0.12%0.14%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.80%1.50%2.62%Q4 2021Q3 20238
Leo H. Evart, Inc. 883.10%3.82%4.32%Q4 2021Q3 20238
MAYPORT, LLC 881.10%1.97%2.37%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 881.57%1.91%2.11%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.11%0.21%0.35%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.18%1.94%9.76%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.42%0.66%0.94%Q4 2021Q3 20238
WARNER FINANCIAL, INC 8812.80%13.57%14.59%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.56%0.85%1.03%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 881.17%1.30%1.42%Q4 2021Q3 20238
ASB Consultores, LLC 880.12%1.05%2.24%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 882.38%2.69%2.98%Q4 2021Q3 20238
ETFIDEA, LLC 881.66%2.09%2.35%Q4 2021Q3 20238
Stephens Consulting, LLC 882.35%10.78%14.36%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.12%0.14%0.16%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.25%0.37%0.52%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.09%0.23%0.42%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 882.99%7.78%11.28%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 882.67%3.74%4.09%Q4 2021Q3 20238
WFA Asset Management Corp 880.06%0.07%0.11%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.08%0.10%0.17%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
WEST PACES ADVISORS INC. 620.01%0.02%0.02%Q3 2019Q3 20238
MCRAE CAPITAL MANAGEMENT INC 710.06%0.08%0.09%Q1 2017Q3 20238
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 884.92%5.69%6.58%Q4 2015Q3 20178
BAIRD ROBERT W & CO INC /WI/ 880.50%0.56%0.64%Q2 2013Q1 20158
CONTINENTAL INVESTORS SERVICES, INC. 880.88%1.00%1.11%Q4 2021Q3 20238
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 610.00%0.00%0.00%Q1 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.05%0.10%Q4 2021Q3 20238
BERKSHIRE ASSET MANAGEMENT LLC/PA 880.02%0.02%0.03%Q2 2018Q1 20208
Ledge Wealth Management, Inc. 778.14%10.54%13.12%Q1 2022Q3 20237
Jackson Creek Investment Advisors LLC 770.08%0.12%0.14%Q1 2022Q3 20237
ARCADIA INVESTMENT MANAGEMENT CORP/MI 770.02%0.02%0.02%Q4 2015Q2 20177
Alpha Omega Wealth Management LLC 770.00%0.00%0.01%Q4 2016Q2 20187
Strategies Wealth Advisors, LLC 4310.57%11.24%11.91%Q4 2021Q3 20237
Bernardo Wealth Planning LLC 520.10%0.24%0.43%Q4 2021Q3 20237
L. Roy Papp & Associates, LLP 770.03%0.06%0.06%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.39%0.42%0.49%Q2 2020Q4 20217
Vista Private Wealth Partners. LLC 772.54%2.89%3.19%Q1 2022Q3 20237
Huntington Steele LLC 770.36%0.37%0.39%Q2 2013Q4 20147
Modus Advisors, LLC 770.18%0.19%0.21%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 771.27%1.34%1.42%Q1 2022Q3 20237
SPINNAKER TRUST 610.02%0.02%0.02%Q2 2018Q3 20237
Beacon Capital Management, LLC 770.43%5.34%9.16%Q1 2022Q3 20237
Provident Wealth Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.36%0.42%0.55%Q1 2022Q3 20237
WEST CHESTER CAPITAL ADVISORS, INC 610.39%1.90%4.66%Q2 2021Q3 20237
Redwood Financial Network Corp 770.76%0.84%0.93%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.02%0.03%0.03%Q4 2017Q2 20217
PYA Waltman Capital, LLC 430.05%0.11%0.26%Q3 2020Q3 20227
Employees' Retirement Fund of the City of Fort Worth 7728.05%28.75%30.57%Q1 2022Q3 20237
Seelaus Asset Management LLC 770.20%0.27%0.37%Q1 2022Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.32%0.35%0.44%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.96%1.28%1.86%Q1 2022Q3 20237
Spotlight Asset Group, Inc. 310.08%0.15%0.23%Q1 2021Q3 20237
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 410.01%0.02%0.02%Q3 2020Q3 20237
Gerstein Fisher 770.19%0.33%0.47%Q1 2015Q3 20167
NOVARE CAPITAL MANAGEMENT LLC 770.26%0.27%0.28%Q1 2022Q3 20237
Ferguson Shapiro LLC 612.84%6.21%7.74%Q4 2019Q2 20227
Investors Financial Group, LLC 770.16%0.33%0.47%Q2 2020Q4 20217
Warwick Investment Management, Inc. 430.22%1.67%2.21%Q4 2021Q3 20237
L.M. KOHN & COMPANY 770.10%0.13%0.15%Q1 2022Q3 20237
SHAYNE & JACOBS, LLC 770.14%0.15%0.15%Q2 2021Q4 20227
US FINANCIAL ADVISORS, LLC 430.03%0.70%1.76%Q3 2015Q2 20217
OPUS INVESTMENT MANAGEMENT INC 772.59%5.63%7.29%Q2 2013Q4 20147
OPPENHEIMER ASSET MANAGEMENT INC. 520.01%0.01%0.01%Q1 2018Q2 20217
Overbrook Management Corp 770.06%0.16%0.21%Q4 2021Q2 20237
Geneva Advisors, LLC 430.01%0.01%0.01%Q2 2013Q2 20177
Wescott Financial Advisory Group, LLC 770.77%1.14%1.64%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 210.00%0.02%0.09%Q2 2017Q1 20237
First Capital Advisors Group, LLC. 410.04%0.62%2.16%Q4 2016Q2 20237
Intelligent Financial Strategies 770.05%0.24%0.68%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 773.06%3.67%4.16%Q4 2021Q2 20237
Wolff Financial Management LLC 610.25%0.33%0.38%Q4 2021Q3 20237
Waypoint Capital Advisors, LLC 770.14%1.96%3.16%Q1 2022Q3 20237
ADIRONDACK TRUST CO 770.02%0.03%0.03%Q1 2022Q3 20237
Safeguard Financial, LLC 7720.16%24.42%25.87%Q1 2022Q3 20237
Virginia National Bank 771.16%2.01%4.22%Q1 2022Q3 20237
RVW Wealth, LLC 770.03%0.09%0.25%Q2 2022Q4 20237
Copperwynd Financial, LLC 770.10%2.60%6.33%Q1 2022Q3 20237
Willis Johnson & Associates, Inc. 770.21%0.94%1.46%Q1 2022Q3 20237
PERRITT CAPITAL MANAGEMENT INC 520.08%0.51%0.87%Q2 2019Q3 20237
PRIVATE MANAGEMENT GROUP INC 770.01%0.01%0.01%Q1 2022Q3 20237
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 210.19%0.34%0.85%Q3 2018Q3 20237
WESCAP Management Group, Inc. 770.41%0.78%1.12%Q1 2022Q3 20237
Legacy Capital Wealth Partners, LLC 770.17%3.68%5.05%Q1 2022Q3 20237
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.01%0.05%0.11%Q1 2013Q4 20157
Apeiron RIA LLC 430.24%0.44%0.59%Q4 2021Q3 20237
Placemark Investments, Inc. 770.04%0.06%0.11%Q2 2013Q4 20147
Narus Financial Partners, LLC 770.19%1.47%2.02%Q1 2022Q3 20237
HALL CAPITAL MANAGEMENT CO INC 770.14%0.27%0.32%Q1 2022Q3 20237
THEORY FINANCIAL LLC 432.16%2.36%2.51%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.05%0.07%0.08%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.03%0.08%0.21%Q1 2022Q3 20237
Bellecapital International Ltd. 770.22%0.23%0.24%Q1 2022Q3 20237
Investments & Financial Planning, LLC 431.22%1.38%1.57%Q4 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.15%0.21%0.24%Q1 2022Q3 20237
Savior LLC 770.06%0.07%0.08%Q4 2019Q2 20217
My Legacy Advisors, LLC 770.61%0.89%1.52%Q1 2022Q3 20237
Integrity Financial Corp /WA 770.00%0.06%0.12%Q1 2022Q3 20237
HARVEST GROUP WEALTH MANAGEMENT, LLC 770.02%0.08%0.17%Q2 2019Q4 20207
COBIZ WEALTH, LLC 610.04%0.04%0.05%Q2 2017Q2 20197
GoalVest Advisory LLC 310.01%0.01%0.02%Q4 2020Q3 20237
LIBRA WEALTH LLC 610.14%4.00%23.75%Q4 2021Q3 20237
TCF National Bank 770.31%0.40%0.84%Q3 2019Q1 20217
STONNINGTON GROUP, LLC 770.07%0.17%0.24%Q3 2021Q1 20237
MAGNOLIA CAPITAL MANAGEMENT LTD 770.06%0.64%0.97%Q1 2022Q3 20237
CAMBIAR INVESTORS LLC 410.02%0.09%0.27%Q4 2018Q1 20237
Greenfield Savings Bank 770.20%0.22%0.23%Q2 2022Q4 20237
ADVISOR PARTNERS LLC 770.12%0.14%0.16%Q4 2020Q2 20227
ATHERTON LANE ADVISERS, LLC 770.02%0.03%0.04%Q2 2014Q4 20157
Angeles Investment Advisors, LLC 510.24%13.77%39.00%Q2 2019Q3 20237
Highland Private Wealth Management 410.03%0.08%0.21%Q1 2018Q3 20227
WESPAC Advisors, LLC 510.41%1.11%2.40%Q2 2020Q3 20237
Greystone Financial Group, LLC 770.06%0.58%0.82%Q1 2022Q3 20237
Foresight Wealth Management, LLC 770.30%1.35%3.80%Q4 2018Q2 20207
Sandbox Financial Partners, LLC 773.42%4.08%4.66%Q1 2022Q3 20237
Verity Asset Management, Inc. 410.12%1.45%4.22%Q1 2021Q3 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 770.01%0.01%0.01%Q1 2019Q3 20207
Aberdeen Wealth Management LLC 510.06%0.07%0.08%Q4 2019Q1 20237
Argentus Capital Management, LLC 770.19%0.91%1.87%Q1 2015Q3 20167
SJS Investment Consulting Inc. 520.13%0.15%0.17%Q4 2021Q3 20237
Sageworth Trust Co of South Dakota 774.43%5.00%5.76%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.20%0.38%0.48%Q2 2013Q4 20147
True Link Financial Advisors, LLC 770.03%0.04%0.06%Q4 2020Q2 20227
VAN DEN BERG MANAGEMENT I, INC 430.04%0.06%0.07%Q3 2021Q3 20237
Claraphi Advisory Network, LLC 410.00%0.26%0.69%Q2 2018Q4 20227
GIRARD SECURITIES, INC. 770.24%0.40%0.49%Q4 2015Q2 20177
MBB PUBLIC MARKETS I LLC 772.48%4.30%6.67%Q1 2022Q3 20237
Peterson Wealth Services 771.27%1.74%2.19%Q4 2021Q2 20237
Vivaldi Capital Management LP 770.46%0.67%0.95%Q1 2022Q3 20237
Moser Wealth Advisors, LLC 520.04%0.94%1.57%Q4 2021Q3 20237
Hoover Financial Advisors, Inc. 770.05%0.10%0.19%Q4 2019Q2 20217
MADDEN SECURITIES Corp 310.09%0.29%0.72%Q4 2019Q4 20227
Kaydan Wealth Management, Inc. 520.90%5.46%15.04%Q4 2021Q3 20237
SC&H Financial Advisors, Inc. 770.20%0.32%0.52%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.01%0.04%0.06%Q1 2022Q3 20237
TrinityPoint Wealth, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Edge Advisors, LLC 770.05%0.06%0.08%Q4 2016Q2 20187
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.29%0.37%0.50%Q1 2022Q3 20237
Vantage Financial Partners, LLC 770.08%0.12%0.15%Q4 2021Q2 20237
Physician Wealth Advisors, Inc. 770.37%0.43%0.47%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.02%Q2 2019Q1 20217
FSM Wealth Advisors, LLC 660.15%0.18%0.25%Q2 2022Q3 20236
Blume Capital Management, Inc. 210.00%0.01%0.04%Q4 2014Q2 20226
KMS FINANCIAL SERVICES, INC 660.15%0.34%0.64%Q2 2013Q3 20146
Coston, McIsaac & Partners 660.05%0.06%0.08%Q2 2022Q3 20236
First Long Island Investors, LLC 660.03%0.04%0.09%Q3 2018Q4 20196
STEWART & PATTEN CO LLC 660.04%0.04%0.04%Q2 2022Q3 20236
Trust Co of Kansas 510.44%1.59%2.81%Q1 2020Q1 20226
Fountainhead AM, LLC 660.35%1.07%1.55%Q2 2022Q3 20236
BigSur Wealth Management LLC 420.02%0.03%0.06%Q1 2022Q3 20236
SFMG, LLC 410.04%0.09%0.13%Q4 2013Q3 20236
VANTAGEPOINT INVESTMENT ADVISERS LLC 660.78%1.59%4.44%Q2 2022Q3 20236
UBS AG 660.18%0.19%0.20%Q2 2013Q3 20146
Engrave Wealth Partners LLC 330.01%0.17%0.66%Q4 2019Q1 20236
QUATTRO FINANCIAL ADVISORS LLC 511.36%2.66%8.22%Q4 2020Q4 20226
Pinnacle Wealth Management Group, Inc. 660.22%0.25%0.26%Q4 2021Q1 20236
Rain Capital Management, LLC 660.76%4.52%8.59%Q2 2022Q3 20236
Rede Wealth, LLC 660.38%1.26%1.80%Q2 2022Q3 20236
Laurel Wealth Planning LLC 660.11%0.12%0.14%Q3 2021Q4 20226
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 410.24%0.41%0.86%Q4 2020Q4 20226
Cornerstone Advisors, Inc. 660.01%0.02%0.02%Q2 2019Q3 20206
Colonial Trust Advisors 510.01%0.01%0.04%Q4 2017Q3 20236
Virtu Financial LLC 110.02%0.23%0.58%Q4 2014Q4 20196
BANQUE PICTET & CIE SA 660.00%0.01%0.01%Q1 2022Q2 20236
BANK HAPOALIM BM 510.02%0.34%1.94%Q1 2021Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.04%0.13%Q2 2021Q4 20226
Allegis Investment Advisors, LLC 510.08%1.62%4.50%Q4 2015Q1 20186
NORTHSTAR ASSET MANAGEMENT Co LLC 660.13%0.34%0.52%Q2 2022Q3 20236
CM WEALTH ADVISORS LLC 660.08%0.18%0.24%Q2 2022Q3 20236
Core Wealth Advisors, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Clarkston Capital Partners, LLC 420.00%0.00%0.01%Q1 2021Q1 20236
Atlas Private Wealth Advisors 660.02%0.05%0.07%Q2 2020Q3 20216
Wealth & Pension Services Group, Inc. 662.56%2.95%3.26%Q2 2018Q3 20196
Advisor Resource Council 510.06%0.21%0.39%Q2 2021Q1 20236
BKA Wealth Consulting, Inc. 660.38%0.49%0.53%Q2 2022Q3 20236
HABERER REGISTERED INVESTMENT ADVISOR INC 660.00%0.00%0.01%Q2 2013Q3 20146
DELTA ASSET MANAGEMENT LLC/TN 660.01%0.01%0.01%Q2 2019Q3 20206
WHITENER CAPITAL MANAGEMENT, INC. 510.00%0.00%0.00%Q1 2018Q3 20196
EdgeRock Capital LLC 664.16%6.13%8.79%Q2 2022Q3 20236
GUYASUTA INVESTMENT ADVISORS INC 660.04%0.06%0.10%Q2 2017Q3 20186
ML & R WEALTH MANAGEMENT LLC 660.05%0.08%0.17%Q2 2022Q3 20236
Morton Brown Family Wealth, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
BOYS ARNOLD & CO INC 660.04%0.05%0.07%Q4 2018Q1 20206
Householder Group Estate & Retirement Specialist, LLC 410.53%0.76%1.31%Q4 2021Q3 20236
Gould Capital, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Obsidian Personal Planning Solutions LLC 668.98%12.69%14.26%Q2 2022Q3 20236
CAPSTONE INVESTMENT ADVISORS, LLC 420.01%0.19%0.44%Q3 2020Q1 20236
New Perspectives, Inc 510.16%0.17%0.19%Q2 2021Q4 20226
Qube Research & Technologies Ltd 210.00%0.01%0.04%Q4 2019Q3 20236
Mangham Associates,LLC 6610.50%13.27%16.80%Q2 2022Q3 20236
Cypress Capital Management LLC (WY) 660.04%0.04%0.05%Q3 2020Q4 20216
Karpus Management, Inc. 420.50%0.87%1.12%Q4 2017Q4 20226
Human Investing LLC 410.01%0.04%0.09%Q4 2019Q2 20226
SECURITY NATIONAL TRUST CO 660.02%0.02%0.02%Q2 2020Q3 20216
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
Quadrant Private Wealth Management, LLC 310.07%0.12%0.19%Q2 2019Q2 20236
Triumph Capital Management 660.47%0.63%0.87%Q2 2021Q3 20226
Trexquant Investment LP 210.02%0.04%0.09%Q4 2019Q3 20236
Elo Mutual Pension Insurance Co 660.22%2.63%4.34%Q2 2019Q3 20206
Meridian Wealth Partners, LLC 660.03%0.04%0.05%Q4 2019Q1 20216
BRIDGES INVESTMENT MANAGEMENT INC 510.01%0.01%0.02%Q4 2019Q4 20216
Lansing Street Advisors 660.06%0.28%1.31%Q1 2022Q2 20236
Gibson Capital, LLC 420.26%0.35%0.51%Q1 2015Q4 20196
Americana Partners, LLC 410.27%0.57%1.21%Q4 2019Q3 20236
Ashford Advisors, LLC 662.75%5.76%6.91%Q2 2022Q3 20236
Farmers & Merchants Trust Co of Long Beach 660.20%0.21%0.23%Q1 2022Q2 20236
MayTech Global Investments, LLC 660.06%0.44%0.86%Q4 2019Q1 20216
Beaumont Asset Management, L.L.C. 665.10%5.75%6.26%Q2 2022Q3 20236
BOSTON FINANCIAL MANGEMENT LLC 420.01%0.02%0.03%Q1 2020Q3 20236
CEERA INVESTMENTS, LLC 420.10%0.12%0.15%Q4 2021Q3 20236
Worth Asset Management, LLC 660.05%0.07%0.09%Q1 2022Q2 20236
CNB Bank 510.01%0.01%0.04%Q4 2017Q3 20216
CANANDAIGUA NATIONAL CORP 660.04%0.04%0.04%Q4 2020Q1 20226
OPTIMUM INVESTMENT ADVISORS 660.00%0.01%0.02%Q3 2018Q4 20196
ANGELES WEALTH MANAGEMENT, LLC 663.98%5.00%6.76%Q2 2022Q3 20236
Stifel Trust Company, N.A. 660.00%0.01%0.01%Q2 2013Q3 20146
Biltmore Capital Advisors LLC 410.06%1.35%4.00%Q4 2018Q3 20216
Greenspring Advisors, LLC 660.21%0.31%0.39%Q4 2021Q1 20236
5th Street Advisors, LLC 663.99%5.73%6.95%Q2 2022Q3 20236
Trail Ridge Investment Advisors, LLC 660.22%0.49%0.58%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.06%0.08%Q2 2022Q3 20236
Piscataqua Savings Bank 330.01%0.01%0.02%Q1 2021Q3 20236
WINTON GROUP Ltd 420.03%0.53%0.83%Q1 2021Q4 20226
Drake & Associates, LLC 660.17%0.19%0.22%Q2 2022Q3 20236
ADVOCATE GROUP LLC 660.18%0.22%0.24%Q2 2022Q3 20236
Capital Investment Counsel, Inc 310.02%0.06%0.12%Q3 2018Q3 20236
PRIVATE TRUST CO NA 660.16%0.17%0.19%Q2 2022Q3 20236
CANADA PENSION PLAN INVESTMENT BOARD 660.08%0.10%0.12%Q1 2021Q2 20226
Riggs Asset Managment Co. Inc. 660.01%0.55%0.90%Q1 2022Q2 20236
MACKAY SHIELDS LLC 660.03%0.04%0.05%Q3 2020Q4 20216
DOHJ, LLC 510.24%0.36%0.73%Q4 2020Q2 20226
Highland Financial Advisors, LLC 660.23%0.48%1.58%Q2 2022Q3 20236
Ensign Peak Advisors, Inc 330.03%0.03%0.05%Q4 2021Q2 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 660.39%5.48%9.40%Q4 2020Q1 20226
GRAND WEALTH MANAGEMENT, LLC 420.01%0.02%0.05%Q4 2021Q3 20236
Altus Wealth Management, LLC 667.32%8.04%8.84%Q2 2022Q3 20236
Bowman & Co S.C. 661.16%7.55%11.84%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Paladin Advisory Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
InTrack Investment Management Inc 660.24%0.50%0.80%Q2 2022Q3 20236
Bares Capital Management 660.06%0.08%0.12%Q1 2013Q2 20146
Stonebridge Financial Planning Group, LLC 510.00%0.22%0.30%Q4 2020Q3 20236
Freedman Financial Associates, Inc. 660.02%0.03%0.03%Q4 2020Q1 20226
EFG Asset Management (Americas) Corp. 660.14%0.19%0.21%Q2 2022Q3 20236
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20236
GM Advisory Group, LLC 420.02%0.04%0.07%Q2 2021Q3 20236
Field & Main Bank 660.01%0.01%0.02%Q2 2022Q3 20236
KING LUTHER CAPITAL MANAGEMENT CORP 330.00%0.00%0.00%Q2 2019Q3 20236
Bangor Savings Bank 660.01%0.01%0.02%Q2 2022Q3 20236
Corsicana & Co. 660.02%0.03%0.03%Q2 2021Q3 20226
TELEMUS CAPITAL, LLC 410.03%0.04%0.04%Q4 2021Q3 20236
Verus Financial Partners, Inc. 510.07%0.17%0.66%Q3 2020Q3 20236
GODSEY & GIBB, INC 310.00%0.00%0.02%Q1 2022Q3 20235
NOMURA ASSET MANAGEMENT CO LTD 550.03%0.09%0.15%Q3 2022Q3 20235
HILLTOP WEALTH ADVISORS, LLC 550.23%0.31%0.36%Q3 2022Q3 20235
DGS Capital Management, LLC 550.16%0.19%0.24%Q1 2022Q1 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.02%0.09%Q4 2021Q3 20235
CoreCap Advisors, LLC 550.08%0.19%0.28%Q4 2021Q4 20225
PHILADELPHIA TRUST CO 550.04%0.04%0.05%Q3 2022Q3 20235
VANCE WEALTH, INC. 550.24%0.47%0.81%Q4 2021Q4 20225
Steward Financial Group LLC 320.01%0.04%0.07%Q4 2021Q3 20235
Transparent Wealth Partners LLC 410.58%0.65%0.69%Q4 2021Q1 20235
Bryant Woods Investment Advisors, LLC 550.27%0.29%0.32%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
Sanctuary Wealth Management, L.L.C. 210.65%0.96%1.34%Q1 2010Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.07%0.16%0.26%Q4 2018Q4 20195
HighTower Trust Company, N.A. 320.09%0.10%0.12%Q4 2021Q1 20235
SHUFRO ROSE & CO LLC 550.02%0.06%0.09%Q3 2022Q3 20235
TCWP LLC 320.04%0.04%0.05%Q4 2021Q1 20235
Prosperity Consulting Group, LLC 550.50%0.69%0.93%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.04%0.08%0.12%Q4 2016Q4 20175
Missouri Trust & Investment Co 550.01%0.02%0.02%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 552.15%2.28%2.39%Q3 2022Q3 20235
Archvest Wealth Advisors, Inc. 550.22%0.37%0.53%Q3 2022Q3 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q4 20205
Kathleen S. Wright Associates Inc. 550.29%0.38%0.43%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.03%Q4 2021Q4 20225
RESOLUTE FINANCIAL, LLC 550.24%0.60%1.58%Q4 2021Q4 20225
True North Advisors, LLC 410.04%0.06%0.07%Q4 2021Q2 20235
Investors Research Corp 550.00%0.00%0.00%Q3 2022Q3 20235
KWMG, LLC 410.02%0.03%0.03%Q2 2018Q3 20235
Red Spruce Capital, LLC 550.19%0.33%0.38%Q2 2022Q2 20235
Rice Partnership, LLC 210.00%0.02%0.10%Q3 2019Q3 20235
Paragon Advisors, LLC 550.45%0.59%0.68%Q3 2022Q3 20235
Industrial Alliance Investment Management Inc. 550.97%1.03%1.08%Q1 2022Q1 20235
XML Financial, LLC 550.09%0.21%0.34%Q3 2022Q3 20235
Strategic Capital Alternatives LLC 310.04%2.01%5.95%Q3 2014Q1 20165
EXANE DERIVATIVES 410.02%0.15%0.24%Q4 2020Q1 20225
SONATA CAPITAL GROUP INC 410.13%0.14%0.16%Q3 2018Q4 20195
STARR INTERNATIONAL CO INC 556.84%8.31%10.21%Q1 2019Q1 20205
Secure Asset Management, LLC 410.08%0.19%0.34%Q2 2021Q3 20235
Cascadia Advisory Services, LLC 210.05%0.10%0.16%Q4 2019Q3 20215
IBEX WEALTH ADVISORS 410.03%0.04%0.06%Q3 2021Q4 20225
MJP ASSOCIATES INC /ADV 550.11%0.12%0.13%Q1 2022Q1 20235
RE Dickinson Investment Advisors, LLC 410.00%0.02%0.04%Q4 2021Q3 20235
FIRST FINANCIAL CORP /IN/ 210.00%0.01%0.04%Q3 2016Q3 20235
Future Financial Wealth Managment LLC 320.01%1.68%3.40%Q4 2021Q3 20235
Bridgewater Advisors Inc. 550.06%0.08%0.09%Q2 2021Q2 20225
FIRST HORIZON CORP 410.08%0.19%0.40%Q2 2013Q2 20215
JSF Financial, LLC 320.07%0.09%0.10%Q4 2021Q2 20235
Almanack Investment Partners, LLC. 410.04%0.12%0.19%Q4 2020Q1 20225
PITCAIRN CO 410.02%0.03%0.03%Q3 2018Q4 20195
Element Wealth, LLC 210.01%0.02%0.03%Q4 2019Q3 20235
LOOMIS SAYLES & CO L P 210.00%0.00%0.00%Q4 2014Q4 20225
VIVID FINANCIAL MANAGEMENT, INC. 550.10%0.26%0.52%Q4 2020Q4 20215
Penserra Capital Management LLC 410.00%0.02%0.06%Q4 2016Q2 20225
NWK Group, Inc. 550.00%0.00%0.00%Q1 2020Q1 20215
BERRY GROUP, LLC 552.62%3.92%5.91%Q4 2019Q4 20205
FOUNDERS BANK & TRUST 550.01%0.01%0.01%Q4 2013Q4 20145
Capital Wealth Alliance, LLC 550.41%0.68%0.91%Q4 2021Q4 20225
HC Advisors, LLC 550.31%0.38%0.41%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.03%0.03%0.04%Q3 2022Q3 20235
9258 Wealth Management, LLC 410.05%0.05%0.06%Q2 2022Q3 20235
Personal Wealth Partners 410.01%0.13%0.18%Q1 2019Q1 20225
RPg Family Wealth Advisory, LLC 550.02%0.02%0.02%Q4 2016Q4 20175
Virtu KCG Holdings LLC 310.00%0.02%0.04%Q3 2013Q2 20175
Russell Investments Group, Ltd. 550.00%0.02%0.10%Q3 2022Q3 20235
Peak Financial Management, Inc. 550.16%0.20%0.26%Q3 2022Q3 20235
Sowa Financial Group, Inc. 550.01%0.01%0.02%Q4 2019Q4 20205
Alley Co LLC 550.37%0.38%0.39%Q2 2013Q2 20145
Auxano Advisors, LLC 551.30%1.35%1.49%Q3 2022Q3 20235
Court Place Advisors, LLC 550.09%0.12%0.14%Q4 2016Q4 20175
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
Jentner Corp 410.15%0.33%0.56%Q1 2019Q4 20225
Ascent Wealth Partners, LLC 551.27%1.63%2.14%Q3 2022Q3 20235
Portfolio Solutions, LLC 550.01%0.01%0.01%Q1 2017Q1 20185
Family Management Corp 550.09%0.22%0.68%Q3 2022Q3 20235
Moloney Securities Asset Management, LLC 410.06%0.22%0.55%Q1 2021Q3 20235
Wealth Advisory Solutions, LLC 410.10%0.52%0.67%Q1 2020Q2 20235
AMP Capital Investors Ltd 550.10%0.19%0.28%Q4 2016Q4 20175
DCM Advisors, LLC 550.14%0.15%0.15%Q3 2022Q3 20235
Brown Miller Wealth Management, LLC 550.38%0.40%0.44%Q3 2022Q3 20235
KLS Professional Advisors Group, LLC 550.02%0.06%0.09%Q2 2018Q2 20195
Lake Hills Wealth Management, LLC 320.41%2.16%4.00%Q4 2021Q3 20235
Diversified, LLC 550.16%0.30%0.41%Q3 2022Q3 20235
Aureus Asset Management, LLC 550.09%0.10%0.11%Q4 2016Q4 20175
Vanguard Personalized Indexing Management, LLC 320.01%0.02%0.05%Q1 2022Q2 20235
Gateway Advisory, LLC 310.05%0.06%0.07%Q1 2018Q4 20195
Strategic Equity Management 550.10%0.12%0.16%Q3 2022Q3 20235
AVALON CAPITAL MANAGEMENT 550.14%0.35%0.54%Q4 2021Q4 20225
American Research & Management Co. 550.00%0.00%0.00%Q3 2021Q3 20225
Colonial Trust Co / SC 550.12%0.17%0.21%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.07%0.10%0.13%Q3 2022Q3 20235
NorthLanding Financial Partners, LLC 5517.45%19.60%22.71%Q3 2022Q3 20235
Crane Advisory, LLC 5510.96%11.57%12.28%Q3 2022Q3 20235
James J. Burns & Company, LLC 550.12%0.19%0.30%Q3 2022Q3 20235
Cresta Advisors, Ltd. 5510.56%14.52%21.32%Q3 2022Q3 20235
Fieldpoint Private Securities, LLC 410.00%0.03%0.08%Q1 2017Q2 20225
FinTrust Investment Advisory Services, LLC 321.35%5.36%11.09%Q2 2013Q1 20185
HRT FINANCIAL LP 310.01%0.09%0.17%Q2 2020Q3 20225
B. Riley Financial, Inc. 550.09%0.86%1.42%Q3 2017Q3 20185
Peterson Wealth Advisors, LLC 550.31%0.34%0.36%Q3 2022Q3 20235
TRADITION ASSET MANAGEMENT LLC 550.21%0.24%0.28%Q2 2019Q2 20205
Capital Bank & Trust Co 110.00%0.01%0.01%Q2 2018Q2 20215
Bard Financial Services, Inc. 550.04%0.04%0.04%Q2 2022Q2 20235
CLIFFORD SWAN INVESTMENT COUNSEL LLC 550.02%0.03%0.04%Q1 2020Q1 20215
Chanos & Co LP 321.00%1.67%2.62%Q2 2017Q4 20185
Fermata Advisors, LLC 410.09%0.13%0.21%Q2 2021Q3 20225
Harel Insurance Investments & Financial Services Ltd. 210.06%0.08%0.09%Q1 2022Q3 20235
WealthTrust Fairport, LLC 310.00%0.01%0.01%Q2 2014Q1 20195
Legend Financial Advisors, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
Full Sail Capital, LLC 550.09%0.16%0.38%Q4 2018Q4 20195
WASHINGTON CAPITAL MANAGEMENT, INC 550.25%0.87%1.07%Q2 2022Q2 20235
Portfolio Strategies Inc 550.21%0.27%0.31%Q4 2016Q4 20175
Robeco Institutional Asset Management B.V. 550.01%0.02%0.03%Q2 2014Q2 20155
Accurate Wealth Management, LLC 550.48%0.58%0.73%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Ulrich Consultants & Investment Group, LLC 550.62%1.63%2.44%Q2 2022Q2 20235
Sumitomo Mitsui DS Asset Management Company, Ltd 551.24%1.38%1.52%Q3 2022Q3 20235
Saudi Central Bank 4126.26%41.35%100.00%Q4 2020Q3 20235
Systelligence, LLC 553.56%6.57%8.63%Q2 2022Q2 20235
ARS Wealth Advisors Group, LLC 410.03%0.04%0.04%Q1 2022Q3 20235
Latigo Investments, LLC 323.67%4.88%6.53%Q4 2021Q3 20235
Manning & Napier Group, LLC 550.05%0.06%0.07%Q2 2020Q2 20215
FURE FINANCIAL CORP 320.11%3.22%6.71%Q2 2021Q3 20225
BancFirst Trust & Investment Management 550.11%0.13%0.17%Q4 2022Q4 20235
Global Wealth Strategies & Associates 550.09%2.54%4.34%Q4 2022Q4 20235
McDonough Capital Management, Inc 550.26%0.28%0.32%Q3 2022Q3 20235
Tillman Hartley LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Allianz Asset Management GmbH 110.00%0.00%0.01%Q2 2017Q4 20204
VitalStone Financial, LLC 440.20%0.47%1.11%Q4 2022Q3 20234
LifePro Asset Management 441.44%2.02%2.24%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.02%0.02%0.02%Q4 2022Q3 20234
RCS Financial Planning, LLC 440.89%0.96%1.02%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 442.06%6.27%11.92%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.68%0.70%0.75%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.69%0.75%0.79%Q4 2022Q3 20234
GEM Asset Management, LLC 440.16%0.19%0.22%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.42%1.53%1.68%Q4 2022Q3 20234
Solitude Financial Services 440.22%0.27%0.31%Q2 2022Q1 20234
INNEALTA CAPITAL, LLC 440.15%0.39%1.08%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 441.62%1.83%2.18%Q4 2022Q3 20234
Dorsey Wright & Associates 222.54%2.74%3.14%Q2 2013Q3 20144
Taconic Capital Advisors LP 440.07%0.13%0.27%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.78%0.90%1.12%Q4 2022Q3 20234
BAKER TILLY WEALTH MANAGEMENT, LLC 310.04%0.15%0.44%Q4 2020Q4 20224
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
Aspen Wealth Strategies, LLC 447.04%7.14%7.32%Q4 2022Q3 20234
Olistico Wealth, LLC 445.85%6.27%6.60%Q4 2022Q3 20234
Pioneer Wealth Management Group 443.53%4.10%4.61%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.78%1.48%1.78%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 441.14%1.22%1.38%Q4 2022Q3 20234
USCA RIA LLC 440.11%0.11%0.11%Q3 2020Q2 20214
Register Financial Advisors LLC 442.52%3.10%3.36%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Joseph Group Capital Management 440.00%0.00%0.00%Q1 2022Q4 20224
Autus Asset Management, LLC 440.04%0.04%0.05%Q1 2022Q4 20224
Moss Adams Wealth Advisors LLC 440.03%0.05%0.08%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.05%0.06%0.06%Q4 2022Q3 20234
Paul John Balson 440.38%0.52%0.64%Q1 2020Q4 20204
Vawter Financial, Ltd. 440.67%0.76%0.92%Q4 2022Q3 20234
LAM GROUP, INC. 440.80%1.08%1.32%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.06%0.08%0.10%Q4 2020Q3 20214
Shira Ridge Wealth Management 440.31%0.32%0.33%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.10%0.22%0.39%Q1 2023Q4 20234
Williams Jones Wealth Management, LLC. 310.01%0.01%0.01%Q1 2022Q3 20234
Cerro Pacific Wealth Advisors LLC 440.60%1.23%2.44%Q2 2022Q1 20234
First Western Trust Bank 440.00%0.01%0.02%Q1 2022Q4 20224
Waterford Advisors, LLC 447.41%7.91%8.50%Q4 2022Q3 20234
JDM Financial Group LLC 440.23%0.24%0.25%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.26%1.15%2.50%Q4 2022Q3 20234
Hall Kathryn A. 440.49%0.54%0.60%Q2 2019Q1 20204
Quintet Private Bank (Europe) S.A. 310.02%0.03%0.08%Q2 2022Q3 20234
Sharper & Granite LLC 443.14%3.27%3.55%Q4 2022Q3 20234
McCarthy Asset Management, Inc. 440.02%0.02%0.02%Q4 2020Q3 20214
Retirement Investment Advisors, Inc. 4414.70%18.21%20.74%Q4 2022Q3 20234
GRIES FINANCIAL LLC 440.06%0.11%0.14%Q1 2021Q4 20214
Optimal Asset Management, Inc. 440.05%0.08%0.09%Q4 2020Q3 20214
Hilltop Partners LLC 447.80%10.20%12.71%Q4 2022Q3 20234
First County Bank /CT/ 440.55%1.10%1.78%Q4 2022Q3 20234
Sand Hill Global Advisors, LLC 440.05%0.09%0.18%Q2 2022Q1 20234
MAS Advisors LLC 440.17%0.20%0.26%Q4 2021Q3 20224
Kerntke Otto McGlone Wealth Management Group 310.03%0.11%0.14%Q4 2020Q4 20224
Sage Financial Management Group, Inc. 310.26%0.32%0.35%Q3 2022Q3 20234
Beaumont Financial Advisors, LLC 440.56%0.59%0.64%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 440.86%1.06%1.51%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
New Republic Capital, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.05%0.09%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.79%0.94%1.15%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.05%0.05%0.05%Q4 2020Q3 20214
Destiny Wealth Partners, LLC 210.00%0.03%0.05%Q4 2021Q3 20234
Retirement Planning Group, LLC 440.02%0.08%0.23%Q2 2021Q1 20224
VisionPoint Advisory Group, LLC 310.10%0.12%0.14%Q2 2021Q3 20234
Bank Pictet & Cie (Europe) AG 440.54%0.59%0.65%Q1 2022Q4 20224
Fee-Only Financial Planning, L.C. 4419.99%20.85%22.07%Q4 2022Q3 20234
Life Planning Partners, Inc 440.19%0.40%0.52%Q4 2021Q3 20224
MGO Private Wealth, LLC 310.12%1.96%3.52%Q3 2022Q3 20234
MOODY NATIONAL BANK TRUST DIVISION 440.07%0.21%0.42%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.14%0.20%0.36%Q4 2022Q3 20234
UNITED SERVICES AUTOMOBILE ASSOCIATION 440.00%0.01%0.01%Q2 2013Q1 20144
Prosperity Financial Group, Inc. 440.22%0.25%0.28%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.02%0.04%0.05%Q4 2015Q3 20164
Bank of Kentucky, Inc. 440.00%0.00%0.00%Q1 2014Q4 20144
AJ Advisors, LLC 446.92%7.24%7.79%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.98%1.03%1.09%Q4 2022Q3 20234
Lodestone Wealth Management LLC 443.14%3.68%4.20%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.24%0.28%0.32%Q4 2022Q3 20234
Financial Sense Advisors, Inc. 440.12%0.13%0.16%Q4 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.02%0.04%Q4 2018Q4 20224
Corient Private Wealth LLC 440.16%0.21%0.27%Q4 2022Q3 20234
Stone Asset Management Inc. 440.19%0.49%0.79%Q2 2022Q1 20234
CFS Investment Advisory Services, LLC 310.06%0.13%0.20%Q4 2020Q1 20224
Juniper Hill Capital Management LP 4411.92%14.62%17.93%Q1 2022Q4 20224
CHARTIST INC /CA/ 440.30%0.41%0.57%Q2 2021Q1 20224
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 440.00%0.00%0.00%Q3 2020Q2 20214
1832 Asset Management L.P. 310.00%0.00%0.00%Q4 2017Q1 20234
Cascade Investment Advisors, Inc. 210.00%0.01%0.02%Q3 2019Q1 20234
Valence8 US LP 4410.02%13.02%20.76%Q4 2022Q3 20234
PURSUE WEALTH PARTNERS LLC 440.24%0.30%0.37%Q2 2022Q1 20234
Goodwin Investment Advisory 440.03%0.04%0.04%Q4 2022Q3 20234
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 440.06%0.07%0.10%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.04%0.04%0.05%Q4 2022Q3 20234
International City Management Association Retirement Corp 443.01%4.64%9.48%Q4 2022Q3 20234
Capital One Investing, Inc. 440.21%0.23%0.25%Q4 2018Q3 20194
Clark Capital Management Group, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Texas Capital Bank Wealth Management Services Inc 440.09%0.11%0.15%Q4 2022Q3 20234
Adventist Health System/ West 443.29%4.69%6.15%Q1 2021Q4 20214
GoalFusion Wealth Management, LLC 443.52%3.67%3.81%Q1 2023Q4 20234
Freedom Day Solutions, LLC 210.10%0.12%0.19%Q2 2021Q4 20224
Kaye Capital Management 4410.78%12.33%15.07%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.38%0.47%0.63%Q4 2017Q3 20184
Trevian Wealth Management LLC 440.22%0.26%0.29%Q1 2022Q4 20224
Tevis Investment Management 440.02%0.10%0.15%Q4 2021Q3 20224
HWG Holdings LP 210.00%0.01%0.02%Q2 2020Q4 20224
Trustees of Dartmouth College 4489.97%96.89%99.21%Q4 2022Q3 20234
Strategic Wealth Investment Group, LLC 220.04%0.15%0.45%Q2 2022Q2 20234
Alamar Capital Management, LLC 440.58%0.86%1.17%Q4 2022Q3 20234
Stokes Family Office, LLC 310.04%0.06%0.07%Q1 2022Q3 20234
COUNTRY CLUB BANK /GFN 440.02%0.06%0.07%Q4 2022Q3 20234
St. James Investment Advisors, LLC 310.73%1.17%1.83%Q4 2021Q4 20224
PSI Advisors, LLC 210.00%0.01%0.04%Q4 2019Q1 20234
Coppell Advisory Solutions LLC 440.62%0.63%0.64%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 4411.61%11.90%12.20%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.03%0.12%0.16%Q4 2021Q3 20224
HAMEL ASSOCIATES, INC. 440.19%0.45%0.69%Q2 2019Q1 20204
AFS Financial Group, LLC 4413.32%14.17%15.44%Q4 2022Q3 20234
Guidant Wealth Advisors 440.10%0.11%0.11%Q4 2018Q3 20194
LEVEL FOUR FINANCIAL, LLC 440.71%0.73%0.76%Q4 2020Q3 20214
Bridgewealth Advisory Group, LLC 443.22%4.48%5.92%Q4 2022Q3 20234
Graham Capital Management, L.P. 210.28%0.51%1.02%Q4 2020Q1 20224
Sterling Group Wealth Management, LLC 448.97%14.07%17.93%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 447.18%7.62%8.35%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 442.48%2.73%3.07%Q4 2022Q3 20234
Mission Creek Capital Partners, Inc. 440.32%0.33%0.36%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 440.06%0.06%0.06%Q4 2022Q3 20234
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
ALESCO ADVISORS LLC 440.03%0.03%0.03%Q4 2022Q3 20234
DELTEC ASSET MANAGEMENT LLC 310.06%0.30%0.54%Q4 2017Q2 20234
STOCK YARDS BANK & TRUST CO 440.01%0.01%0.01%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.03%0.04%0.05%Q4 2022Q3 20234
Connectus Wealth, LLC 440.01%0.13%0.48%Q4 2022Q3 20234
SHEPHERD KAPLAN KROCHUK, LLC 440.12%0.13%0.17%Q4 2017Q3 20184
Gibson Wealth Advisors LLC 440.05%0.06%0.06%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.27%0.30%0.32%Q4 2021Q3 20224
WealthPlan Investment Management, LLC 210.04%0.07%0.08%Q1 2022Q4 20234
BAILARD, INC. 310.01%0.01%0.01%Q3 2021Q3 20234
CornerStone Partners LLC 441.31%1.50%1.72%Q4 2019Q3 20204
STRATEGY ASSET MANAGERS LLC 310.06%0.06%0.06%Q1 2022Q1 20234
Greenwich Wealth Management LLC 440.16%0.22%0.26%Q1 2016Q4 20164
PALLADIEM, LLC 441.20%1.52%2.33%Q4 2014Q3 20154
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2016Q2 20234
G&S Capital LLC 440.09%1.12%2.38%Q4 2022Q3 20234
Resource Management, LLC 440.05%0.05%0.05%Q1 2021Q4 20214
Arden Trust Co 441.37%1.44%1.50%Q1 2023Q4 20234
Kissinger Financial Services LLC 443.17%4.86%5.53%Q3 2016Q2 20174
Belvedere Trading LLC 210.00%0.01%0.04%Q4 2020Q2 20234
Koss-Olinger Consulting, LLC 440.93%1.05%1.15%Q4 2022Q3 20234
OneAscent Financial Services LLC 310.12%0.17%0.26%Q1 2022Q3 20234
Brooklyn FI, LLC 210.15%0.17%0.20%Q1 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.01%0.01%Q4 2018Q4 20194
ODonnell Financial Services, LLC 440.25%0.63%1.61%Q4 2021Q3 20224
ING GROEP NV 440.12%0.19%0.36%Q4 2022Q3 20234
Blue Chip Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Avondale Wealth Management 440.05%0.06%0.07%Q3 2019Q2 20204
DIMENSION CAPITAL MANAGEMENT LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Harborview Advisors, LLC 442.20%2.29%2.38%Q4 2020Q3 20214
Sterling Investment Counsel, LLC 440.14%0.16%0.17%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.12%0.14%0.15%Q4 2022Q3 20234
MOULTON WEALTH MANAGEMENT, INC 440.49%1.49%2.35%Q1 2021Q4 20214
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 443.05%3.30%3.79%Q4 2022Q3 20234
Parker Financial LLC 4413.99%14.54%15.28%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.03%0.05%0.10%Q4 2022Q3 20234
Financial Freedom, LLC 440.11%0.13%0.14%Q4 2022Q3 20234
Lloyd Park, LLC 440.30%0.49%0.60%Q4 2021Q3 20224
Seven Post Investment Office LP 440.34%0.40%0.45%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 444.20%6.38%7.23%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 446.54%7.90%9.26%Q4 2022Q3 20234
Sonoma Private Wealth LLC 443.16%3.61%3.98%Q4 2022Q3 20234
WELCH & FORBES LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Kohmann Bosshard Financial Services, LLC 220.08%0.12%0.14%Q2 2020Q3 20234
STAR Financial Bank 444.26%4.38%4.50%Q4 2022Q3 20234
TRUST CO OF VIRGINIA /VA 210.03%0.03%0.03%Q3 2018Q2 20224
Bank Julius Baer & Co. Ltd, Zurich 440.23%0.24%0.27%Q1 2021Q4 20214
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
LMG Wealth Partners, LLC 440.14%0.14%0.15%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 441.66%1.79%1.89%Q4 2022Q3 20234
McCutchen Group LLC 440.06%0.07%0.07%Q1 2019Q4 20194
Sweet Financial Partners, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.37%0.48%0.65%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 444.37%5.02%6.54%Q4 2022Q3 20234
LGT Financial Advisors LLC 440.08%0.09%0.13%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.30%2.21%6.96%Q4 2022Q3 20234
Annex Advisory Services, LLC 220.02%0.02%0.02%Q1 2021Q1 20224
STEVENS CAPITAL PARTNERS 4410.38%11.11%11.57%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 4421.83%23.81%27.19%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.32%0.35%0.37%Q4 2022Q3 20234
Summit Rock Advisors, LP 4410.62%26.60%36.37%Q1 2021Q4 20214
Legacy Trust 440.07%0.08%0.09%Q4 2022Q3 20234
Park Place Capital Corp 443.35%3.59%4.07%Q4 2022Q3 20234
Hall Private Wealth Advisors 442.64%3.28%4.38%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.08%0.09%0.09%Q4 2021Q3 20224
McGlone Suttner Wealth Management, Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
FutureAdvisor, Inc. 442.20%2.50%2.76%Q4 2014Q3 20154
Semus Wealth Partners LLC 440.34%0.70%0.92%Q4 2022Q3 20234
Wright Fund Management, LLC 441.00%1.55%2.65%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.09%0.13%0.18%Q4 2022Q3 20234
BOS Asset Management, LLC 440.87%0.95%1.04%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 444.10%4.31%4.43%Q4 2022Q3 20234
Breakwater Capital Group 441.90%2.57%3.17%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 449.72%10.13%10.77%Q4 2022Q3 20234
Pinkerton Retirement Specialists, LLC 310.00%0.01%0.03%Q2 2016Q2 20174
Richard W. Paul & Associates, LLC 440.32%0.34%0.38%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 442.19%2.53%3.10%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 440.17%0.19%0.21%Q1 2022Q4 20224
Vise Technologies, Inc. 210.06%0.07%0.08%Q4 2021Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.13%0.21%0.24%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.26%0.27%0.28%Q4 2022Q3 20234
CIC Wealth, LLC 440.34%0.38%0.46%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Investment Management Corp of Ontario 4414.08%26.83%43.68%Q3 2021Q2 20224
GREENWOOD GEARHART INC 440.06%0.07%0.08%Q4 2017Q3 20184
Millington Financial Advisors, LLC 440.36%0.42%0.49%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.59%0.63%0.68%Q4 2022Q3 20234
True Wealth Design, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Imprint Wealth LLC 330.32%0.36%0.42%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 331.54%1.74%1.92%Q1 2023Q3 20233
Miramar Capital, LLC 210.05%0.06%0.07%Q1 2022Q1 20233
SteelBridge Private Wealth Advisors LLC 330.46%0.89%1.75%Q4 2016Q2 20173
Your Advocates Ltd., LLP 210.01%0.02%0.02%Q3 2020Q3 20233
MBE Wealth Management, LLC 210.06%0.19%0.40%Q4 2019Q1 20213
Harfst & Associates, Inc. 330.06%0.19%0.46%Q1 2023Q3 20233
River Wealth Advisors LLC 330.02%0.04%0.05%Q2 2018Q4 20183
Avion Wealth 330.00%0.00%0.01%Q1 2023Q3 20233
Towercrest Capital Management 330.07%0.07%0.08%Q1 2023Q3 20233
Pinnacle Wealth Management Advisory Group, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
IPG Investment Advisors LLC 210.04%0.34%0.90%Q1 2022Q3 20233
Allen Capital Group, LLC 210.03%0.10%0.22%Q4 2022Q3 20233
Tidal Investments LLC 330.03%0.04%0.06%Q4 2022Q2 20233
Hamilton Point Investment Advisors, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
Pictet North America Advisors SA 330.04%0.04%0.04%Q1 2023Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.37%1.03%1.60%Q1 2023Q3 20233
GeoWealth Management, LLC 110.00%1.62%4.66%Q3 2019Q2 20233
Empowered Funds, LLC 210.11%0.26%0.45%Q2 2021Q3 20233
1776 Wealth LLC 330.02%0.02%0.03%Q4 2019Q2 20203
BIP Wealth, LLC 331.51%1.61%1.80%Q1 2023Q3 20233
Horan Capital Advisors, LLC. 210.00%0.01%0.02%Q3 2019Q3 20203
East Coast Asset Management, LLC. 330.01%0.01%0.01%Q4 2012Q2 20133
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q4 20223
Fernwood Investment Management, LLC 210.07%0.07%0.07%Q4 2021Q2 20233
Headlands Technologies LLC 210.01%0.15%0.32%Q4 2022Q3 20233
First Ascent Asset Management, LLC 330.10%0.11%0.12%Q4 2022Q2 20233
Murphy Pohlad Asset Management LLC 330.12%0.13%0.13%Q1 2023Q3 20233
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
Mariner Wealth Advisors-Cincinnati, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
MERIDIAN MANAGEMENT CO 330.15%0.18%0.20%Q1 2023Q3 20233
Capital Wealth Planning, LLC 210.01%0.02%0.03%Q2 2019Q1 20203
Annandale Capital, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Column Capital Advisors, LLC 210.00%0.00%0.00%Q1 2020Q2 20233
WFA of San Diego, LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Cornerstone Planning Group LLC 210.02%0.04%0.07%Q4 2022Q3 20233
Strategic Income Management, LLC 335.52%7.39%11.10%Q4 2014Q2 20153
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.74%1.33%1.66%Q2 2014Q4 20143
Wechter Feldman Wealth Management, Inc. 210.38%0.60%1.01%Q4 2016Q2 20213
Camarda Financial Advisors, LLC 110.01%2.29%6.80%Q4 2013Q3 20213
Ten Capital Wealth Advisors, LLC 110.00%0.01%0.03%Q4 2020Q2 20223
EWA, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
Journey Advisory Group, LLC 330.52%0.54%0.58%Q1 2023Q3 20233
Itau Unibanco Holding S.A. 210.00%0.02%0.03%Q4 2019Q2 20223
CLEAR STREET MARKETS LLC 110.00%0.00%0.01%Q1 2014Q4 20213
Gallagher Fiduciary Advisors, LLC 331.24%1.32%1.45%Q1 2023Q3 20233
Windsor Financial Group, LLC 330.21%0.26%0.33%Q2 2015Q4 20153
Main Street Research LLC 110.02%0.03%0.05%Q1 2018Q4 20213
Flagship Private Wealth, LLC 330.09%0.10%0.10%Q4 2020Q2 20213
Private Wealth Group, LLC 333.14%5.48%7.38%Q1 2023Q3 20233
BSW Wealth Partners 210.05%0.05%0.05%Q1 2022Q3 20233
West Coast Financial LLC 330.05%0.05%0.06%Q4 2018Q2 20193
Allegiant Private Advisors, LLC 330.43%0.76%1.09%Q4 2020Q2 20213
Addison Advisors LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Drexel Morgan & Co. 330.13%0.14%0.16%Q3 2020Q1 20213
FINANCIAL MANAGEMENT NETWORK INC 330.10%0.13%0.15%Q1 2022Q3 20223
Brouwer & Janachowski, LLC 110.05%0.07%0.10%Q1 2014Q2 20153
Private Wealth Advisors, Inc. 330.09%0.09%0.10%Q2 2018Q4 20183
McAdams Wright Ragen, Inc. 330.08%0.09%0.09%Q2 2013Q4 20133
LS Investment Advisors, LLC 210.01%0.03%0.04%Q1 2020Q1 20223
SkyView Investment Advisors, LLC 330.14%0.29%0.57%Q4 2020Q2 20213
Compass Efficient Model Portfolios, LLC 330.01%0.09%0.23%Q2 2013Q4 20133
DARK FOREST CAPITAL MANAGEMENT LP 330.03%0.09%0.14%Q1 2023Q3 20233
Sterneck Capital Management, LLC 330.14%0.14%0.15%Q2 2021Q4 20213
Lauer Wealth, LLC 330.34%0.36%0.40%Q1 2023Q3 20233
SageGuard Financial Group, LLC 330.15%0.17%0.20%Q4 2020Q2 20213
Fi3 FINANCIAL ADVISORS, LLC 210.14%0.25%0.44%Q4 2022Q3 20233
Eagle Bay Advisors LLC 330.00%0.00%0.01%Q2 2021Q4 20213
Regency Capital Management Inc.\DE 330.11%1.42%4.02%Q4 2021Q2 20223
Prentice Wealth Management LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Y.D. More Investments Ltd 330.00%0.00%0.01%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.43%0.47%0.51%Q1 2023Q3 20233
SPC Financial, Inc. 211.71%1.83%1.93%Q1 2022Q4 20223
Revisor Wealth Management LLC 330.28%1.72%2.56%Q1 2023Q3 20233
MEITAV INVESTMENT HOUSE LTD 110.00%0.01%0.02%Q2 2018Q2 20233
REUTER JAMES WEALTH MANAGEMENT, LLC 330.19%0.22%0.27%Q4 2021Q2 20223
Stockman Wealth Management, Inc. 330.06%0.07%0.08%Q1 2023Q3 20233
Fifth Third Wealth Advisors LLC 330.10%0.14%0.20%Q2 2023Q4 20233
MARIETTA INVESTMENT PARTNERS LLC 330.08%0.08%0.09%Q2 2019Q4 20193
Carmel Capital Partners, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
NORTHSTAR INVESTMENT ADVISORS LLC 330.42%0.98%1.72%Q4 2020Q2 20213
FIRST MIDWEST BANK TRUST DIVISION 330.11%0.13%0.14%Q2 2021Q4 20213
Solidarity Wealth, LLC 330.13%0.15%0.16%Q1 2022Q3 20223
NORRIS PERNE & FRENCH LLP/MI 330.02%0.02%0.02%Q1 2021Q3 20213
MKT Advisors LLC 330.24%0.24%0.24%Q1 2023Q3 20233
Weiss Multi-Strategy Advisers LLC 210.02%0.06%0.10%Q4 2018Q4 20193
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q4 2019Q2 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.01%Q2 2022Q3 20233
ZACKS INVESTMENT MANAGEMENT 330.00%0.01%0.01%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.18%0.22%0.26%Q4 2021Q2 20223
NBT BANK N A /NY 330.07%0.07%0.07%Q4 2022Q2 20233
MONROE BANK & TRUST/MI 330.01%0.01%0.01%Q4 2017Q2 20183
CANANDAIGUA NATIONAL BANK & TRUST CO 330.04%0.04%0.04%Q2 2019Q4 20193
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2014Q4 20153
Invesco Ltd. 210.00%0.00%0.00%Q3 2013Q2 20193
Cladis Investment Advisory, LLC 210.19%0.21%0.23%Q4 2021Q4 20223
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 330.01%0.01%0.02%Q2 2018Q4 20183
SIENA CAPITAL LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Kraft, Davis & Associates, LLC 212.48%3.20%3.92%Q4 2022Q3 20233
Paragon Private Wealth Management, LLC 330.69%0.83%0.95%Q1 2023Q3 20233
Asset Allocation Strategies LLC 210.11%0.18%0.27%Q4 2022Q3 20233
RAYMOND JAMES TRUST CO. OF NH 334.80%5.17%5.36%Q1 2022Q3 20223
Momentum Advisors, LLC 332.79%3.27%4.16%Q2 2022Q4 20223
RETIREMENT GUYS FORMULA LLC 330.20%0.22%0.27%Q4 2021Q2 20223
Horizons Wealth Management 330.02%0.02%0.02%Q2 2022Q4 20223
Cape Investment Advisory, Inc. 330.26%0.27%0.29%Q1 2023Q3 20233
1st Global Advisors, Inc. 330.05%0.05%0.06%Q2 2014Q4 20143
Fortis Capital Advisors, LLC 330.12%0.15%0.20%Q4 2022Q2 20233
Financial Gravity Companies, Inc. 210.00%0.02%0.03%Q4 2017Q4 20183
Glass Jacobson Investment Advisors llc 211.40%1.45%1.52%Q4 2022Q3 20233
Team Hewins, LLC 330.55%0.59%0.62%Q4 2022Q2 20233
Tilson Financial Group, Inc. 210.55%0.62%0.71%Q4 2022Q3 20233
TFB Advisors LLC 330.68%0.80%1.01%Q4 2022Q2 20233
Tanglewood Legacy Advisors, LLC 330.40%0.44%0.46%Q1 2023Q3 20233
Delta Financial Group, Inc. 211.53%1.59%1.65%Q4 2022Q3 20233
Gateway Wealth Partners, LLC 330.04%0.06%0.08%Q1 2023Q3 20233
LaSalle St. Investment Advisors, LLC 212.01%2.73%3.45%Q4 2022Q3 20233
25 LLC 339.10%9.33%9.58%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.41%0.48%0.60%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 332.01%2.11%2.24%Q1 2023Q3 20233
PFG Investments, LLC 330.19%0.23%0.25%Q1 2023Q3 20233
O'Connor Financial Group LLC 330.88%0.91%0.93%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 331.36%1.38%1.40%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.49%0.61%0.79%Q1 2023Q3 20233
Noble Family Wealth, LLC 338.25%8.37%8.62%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 334.68%5.18%5.44%Q1 2023Q3 20233
Root Financial Partners, LLC 330.38%0.45%0.54%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
NATIONAL INVESTMENT SERVICES INC /WI 333.70%5.27%6.10%Q2 2013Q4 20133
Hartford Financial Management Inc. 330.44%0.45%0.46%Q3 2019Q1 20203
Aris Wealth Services, Inc. 330.04%0.06%0.09%Q1 2015Q3 20153
TORONTO DOMINION BANK 210.00%0.01%0.03%Q4 2020Q3 20233
1ST SOURCE BANK 330.01%0.01%0.02%Q1 2023Q3 20233
Ally Financial Inc. 332.38%3.49%5.65%Q3 2021Q1 20223
Exchange Capital Management, Inc. 330.00%0.00%0.00%Q3 2016Q1 20173
Hills Bank & Trust Co 210.02%0.02%0.02%Q3 2020Q1 20223
GRANDFIELD & DODD, LLC 330.10%0.10%0.10%Q2 2015Q4 20153
Context Capital Management, LLC 330.10%0.17%0.21%Q4 2020Q2 20213
Timber Hill LLC 210.00%0.11%0.28%Q1 2017Q3 20183
CALDWELL SUTTER CAPITAL, INC. 330.13%0.22%0.27%Q1 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
RUSSELL FRANK CO/ 330.00%0.00%0.00%Q2 2013Q4 20133
WATERS PARKERSON & CO., LLC 210.01%0.01%0.01%Q4 2022Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Biltmore Family Office, LLC 330.03%0.07%0.14%Q1 2023Q3 20233
Legacy Financial Advisors, Inc. 330.07%0.10%0.12%Q1 2023Q3 20233
Blue Chip Wealth Management, Inc. 330.28%0.29%0.30%Q1 2018Q3 20183
PROFESSIONAL PLANNING 330.11%0.11%0.12%Q1 2021Q3 20213
Buckley Wealth Management, LLC 330.16%0.18%0.20%Q2 2019Q4 20193
X-Square Capital, LLC 330.18%0.18%0.18%Q2 2019Q4 20193
Heritage Financial Services, LLC 210.06%0.09%0.11%Q2 2022Q2 20233
FLC Capital Advisors 335.50%5.75%6.13%Q4 2022Q2 20233
Valtinson Bruner Financial Planning LLC 331.23%1.27%1.33%Q2 2022Q4 20223
TFO Wealth Partners, LLC 210.00%0.03%0.06%Q1 2022Q3 20233
Summit Global Investments 210.01%0.02%0.02%Q1 2021Q2 20233
Armor Investment Advisors, LLC 330.03%0.05%0.07%Q4 2022Q2 20233
Lantz Financial LLC 210.08%0.09%0.09%Q4 2022Q3 20233
CABANA LLC 210.00%1.70%4.36%Q4 2017Q4 20193
Harbour Capital Advisors, LLC 210.00%0.05%0.08%Q1 2017Q4 20233
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 220.56%0.78%1.00%Q4 2020Q1 20212
STRALEM & CO INC 220.03%0.04%0.04%Q1 2020Q2 20202
Elite Wealth Management, Inc. 110.07%1.10%2.13%Q1 2014Q3 20152
Vision Capital Management, Inc. 220.06%0.06%0.06%Q2 2022Q3 20222
Rosenbaum Jay D. 220.41%0.48%0.55%Q2 2023Q3 20232
Dunhill Financial, LLC 221.11%1.13%1.16%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
IFS Advisors, LLC 220.16%3.83%7.50%Q1 2022Q2 20222
Adero Partners, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.44%0.72%1.00%Q2 2013Q3 20132
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
Alliance Wealth Management Group 220.12%0.13%0.13%Q1 2023Q2 20232
Westshore Wealth, LLC 220.16%0.17%0.17%Q1 2021Q2 20212
FISCHER INVESTMENT STRATEGIES, LLC 228.93%8.98%9.02%Q2 2023Q3 20232
NIXON PEABODY TRUST CO 220.96%0.96%0.96%Q2 2023Q3 20232
STEINBERG ASSET MANAGEMENT LLC 220.32%0.35%0.38%Q2 2018Q3 20182
Deane Retirement Strategies, Inc. 220.00%1.49%2.97%Q4 2020Q1 20212
Brightworth 220.03%0.03%0.03%Q2 2022Q3 20222
Atomi Financial Group, Inc. 220.07%0.08%0.09%Q2 2023Q3 20232
Jenkins Wealth 1115.49%16.44%17.40%Q4 2021Q4 20222
Aspen Grove Capital, LLC 220.74%0.78%0.83%Q2 2023Q3 20232
ORG Partners LLC 220.04%0.11%0.17%Q2 2023Q3 20232
Alaska Permanent Capital Management 220.11%0.11%0.11%Q2 2023Q3 20232
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q4 20132
GREENWOOD CAPITAL ASSOCIATES LLC 110.06%0.14%0.21%Q1 2021Q2 20222
SG3 Management, LLC 220.02%0.03%0.04%Q1 2020Q2 20202
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Brandywine Global Investment Management, LLC 110.00%0.01%0.01%Q4 2018Q1 20202
Arcadia Wealth Management, LLC 228.81%9.08%9.36%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 225.45%11.98%18.51%Q2 2023Q3 20232
Slagle Financial, LLC 220.17%0.18%0.18%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 110.02%0.10%0.19%Q2 2020Q3 20212
Cherry Tree Wealth Management, LLC 224.61%4.62%4.64%Q2 2023Q3 20232
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2015Q1 20162
Seneca House Advisors 220.16%0.17%0.19%Q1 2021Q2 20212
Financial Services Advisory Inc 111.42%2.05%2.68%Q4 2019Q3 20232
Jackson Wealth Management, LLC 110.10%0.10%0.11%Q1 2021Q1 20222
BROWN WEALTH MANAGEMENT, LLC 222.78%3.33%3.89%Q2 2023Q3 20232
Pacific Life Fund Advisors LLC 2227.63%28.75%29.87%Q2 2023Q3 20232
Secrest Blakey & Associates, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Bayesian Capital Management, LP 110.03%0.05%0.08%Q4 2019Q2 20232
JUNCTURE WEALTH STRATEGIES, LLC 220.19%0.21%0.24%Q3 2021Q4 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.04%0.08%0.12%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.90%0.94%0.97%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2022Q3 20222
O'Brien Wealth Partners LLC 110.03%0.07%0.11%Q3 2018Q3 20202
Cyrus J. Lawrence, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Maxim Capital Management LLC 220.74%5.30%9.86%Q1 2020Q2 20202
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
DOVER ADVISORS, LLC 220.37%0.37%0.37%Q2 2023Q3 20232
Ardent Capital Management, Inc. 220.14%0.41%0.68%Q2 2023Q3 20232
CGC Financial Services, LLC 220.53%0.54%0.55%Q2 2023Q3 20232
Palmer Knight Co 220.25%0.26%0.27%Q3 2022Q4 20222
TWO SIGMA SECURITIES, LLC 110.00%0.17%0.34%Q3 2017Q2 20192
44 WEALTH MANAGEMENT LLC 110.14%0.15%0.16%Q4 2021Q4 20222
Cambridge Advisors Inc. 220.11%0.11%0.11%Q2 2023Q3 20232
MONETARY MANAGEMENT GROUP INC 110.00%0.00%0.00%Q2 2022Q2 20232
Aprio Wealth Management, LLC 110.19%0.26%0.32%Q4 2019Q2 20202
INTEGRAL DERIVATIVES, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
MORRIS FINANCIAL CONCEPTS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Artemis Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2022Q1 20232
Fiduciary Alliance LLC 110.03%0.03%0.04%Q4 2022Q2 20232
Blue Sky Asset Management, LLC 220.64%1.48%2.32%Q4 2019Q1 20202
Chan Zuckerberg Initiative, LLC 2241.47%56.16%70.85%Q4 2022Q1 20232
INSIGNEO ADVISORY SERVICES, LLC 220.80%0.82%0.83%Q2 2023Q3 20232
Curi Wealth Management, LLC 220.00%0.01%0.02%Q1 2022Q2 20222
Callan Capital, LLC 110.06%0.06%0.07%Q1 2022Q3 20232
Gotham Asset Management, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
NAPLES GLOBAL ADVISORS, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
IMA Wealth, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Charles Schwab Trust Co 220.10%0.10%0.10%Q3 2019Q4 20192
Holistic Financial Partners 220.02%0.02%0.02%Q4 2017Q1 20182
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Bull Oak Capital, LLC 226.99%8.65%10.32%Q4 2021Q1 20222
LITTLE HOUSE CAPITAL LLC 110.02%0.09%0.16%Q1 2019Q1 20212
Huber Financial Advisors, LLC 220.08%0.08%0.09%Q3 2019Q4 20192
Samalin Investment Counsel, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.05%0.05%0.05%Q4 2014Q1 20152
TKG Advisors, LLC 222.49%2.95%3.41%Q2 2023Q3 20232
Main Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.03%Q1 2021Q3 20222
Blue Investment Partners LLC 224.80%5.14%5.49%Q4 2022Q1 20232
Fund Evaluation Group, LLC 220.19%0.48%0.77%Q4 2019Q1 20202
Hudson Capital Management LLC 220.08%0.09%0.09%Q4 2022Q1 20232
CATALYST FINANCIAL PARTNERS LLC 110.08%0.10%0.11%Q4 2022Q2 20232
Sharkey, Howes & Javer 110.01%0.01%0.02%Q2 2016Q4 20172
Optas, LLC 220.16%0.21%0.25%Q4 2019Q1 20202
NexWave Capital Partners LLC 221.44%1.53%1.62%Q4 2020Q1 20212
Pinnacle Wealth Planning Services, Inc. 110.01%0.03%0.05%Q4 2020Q2 20222
Next Capital Management LLC 220.12%0.14%0.15%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.30%0.34%0.39%Q2 2023Q3 20232
AlphaQ Advisors LLC 220.20%0.27%0.35%Q2 2023Q3 20232
Belvedere Advisors LLC 220.12%0.42%0.71%Q1 2019Q2 20192
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.08%0.09%0.10%Q1 2022Q3 20222
OLD MISSION CAPITAL LLC 110.06%0.08%0.09%Q3 2020Q3 20232
Sunflower Bank, N.A. 220.04%0.04%0.04%Q3 2021Q4 20212
3EDGE Asset Management, LP 220.06%0.06%0.06%Q4 2021Q1 20222
Mason & Associates Inc 220.31%1.33%2.34%Q4 2021Q1 20222
DeDora Capital, Inc. 110.01%0.01%0.01%Q4 2019Q1 20222
Coho Partners, Ltd. 110.02%0.07%0.12%Q4 2018Q4 20222
Sound View Wealth Advisors, LLC 220.69%0.73%0.76%Q4 2018Q1 20192
DEERE & CO 220.02%0.20%0.39%Q4 2015Q1 20162
Paradigm, Strategies in Wealth Management, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Gratus Capital, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Silicon Valley Community Foundation 2228.56%36.11%43.67%Q2 2022Q3 20222
Perella Weinberg Partners Capital Management LP 226.88%8.10%9.33%Q2 2021Q3 20212
MCIA Inc 110.00%6.93%13.86%Q3 2017Q3 20232
SENTINEL PENSION ADVISORS INC 220.06%0.07%0.08%Q2 2023Q3 20232
Carson Advisory Inc. 220.17%0.25%0.33%Q2 2023Q3 20232
Powell Investment Advisors, LLC 220.00%0.02%0.04%Q1 2022Q2 20222
Ken Stern & Associates, Inc. 222.71%2.71%2.71%Q2 2018Q3 20182
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20202
West Tower Group, LLC 220.02%0.05%0.08%Q2 2023Q3 20232
COHEN LAWRENCE B 110.76%0.93%1.10%Q4 2021Q4 20222
Jefferies Group LLC 110.00%0.01%0.02%Q1 2014Q4 20202
DUPONT CAPITAL MANAGEMENT CORP 221.87%2.25%2.63%Q4 2016Q1 20172
Stadion Money Management, LLC 221.01%1.96%2.92%Q4 2020Q1 20212
BEL AIR INVESTMENT ADVISORS LLC 220.09%0.10%0.12%Q1 2021Q2 20212
Sentinus, LLC 220.29%0.30%0.31%Q1 2023Q2 20232
Provident Investment Management, Inc. 110.02%0.03%0.03%Q1 2022Q3 20232
Coppell Advisory Solutions Corp. 220.62%0.62%0.62%Q4 2022Q1 20232
White Pine Investment CO 220.11%0.11%0.11%Q2 2022Q3 20222
BHK Investment Advisors, LLC 220.17%0.34%0.50%Q4 2017Q1 20182
Onex Canada Asset Management Inc. 220.02%0.02%0.02%Q1 2017Q2 20172
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.06%0.11%Q4 2020Q3 20232
Oak Point Wealth Management 221.46%1.46%1.47%Q4 2017Q1 20182
FIRST FOUNDATION ADVISORS 220.01%0.01%0.01%Q2 2020Q3 20202
Lake Point Wealth Management 110.00%0.01%0.01%Q4 2018Q2 20222
Alpha DNA Investment Management LLC 220.02%0.02%0.02%Q4 2020Q1 20212
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 220.11%0.15%0.19%Q4 2020Q1 20212
Y-Intercept (Hong Kong) Ltd 220.06%0.10%0.14%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 223.90%4.27%4.63%Q4 2021Q1 20222
Stokes & Hubbell Capital Management, LLC 220.16%0.21%0.26%Q4 2018Q1 20192
Family Asset Management, LLC 220.00%0.13%0.26%Q2 2023Q3 20232
Anson Capital, Inc. 110.20%0.24%0.28%Q1 2022Q4 20222
Wealth Management Solutions, LLC 220.13%0.13%0.14%Q4 2021Q1 20222
WEATHERLY ASSET MANAGEMENT L. P. 110.04%0.05%0.05%Q2 2019Q3 20232
PCG Wealth Advisors, LLC 220.13%0.13%0.14%Q2 2023Q3 20232
Veracity Capital LLC 220.06%0.09%0.11%Q4 2019Q1 20202
HYA Advisors, Inc 220.30%0.72%1.15%Q1 2022Q2 20222
Congress Wealth Management LLC / DE / 110.01%0.15%0.29%Q1 2023Q3 20232
McAlister, Sweet & Associates, Inc. 223.07%4.97%6.88%Q2 2023Q3 20232
Inscription Capital, LLC 110.02%0.11%0.19%Q4 2018Q2 20212
Grey Street Capital, LLC 220.46%0.47%0.48%Q2 2023Q3 20232
Migdal Insurance & Financial Holdings Ltd. 110.00%0.02%0.04%Q2 2022Q3 20232
BIVIN & ASSOCIATES, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Baron Wealth Management LLC 220.13%0.14%0.14%Q3 2023Q4 20232
Financial Advantage, Inc. 110.05%0.06%0.07%Q4 2013Q3 20192
iA Global Asset Management Inc. 220.42%0.73%1.04%Q2 2023Q3 20232
LFS ASSET MANAGEMENT 220.26%2.67%5.08%Q2 2022Q3 20222
Quantitative Investment Management, LLC 220.37%0.62%0.88%Q4 2017Q1 20182
Clearstead Trust, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
HORIZON BANCORP INC /IN/ 220.25%0.34%0.43%Q2 2023Q3 20232
Steinberg Global Asset Management 220.10%0.10%0.10%Q4 2018Q1 20192
Israel Discount Bank of New York 220.03%0.03%0.03%Q4 2018Q1 20192
CarsonAllaria Wealth Management, Ltd. 220.03%0.03%0.03%Q1 2023Q2 20232
Barrett Asset Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
COHEN & STEERS, INC. 110.00%0.00%0.01%Q4 2019Q4 20212
Idaho Trust Bank 223.64%3.91%4.18%Q2 2023Q3 20232
Great Lakes Retirement, Inc. 220.21%0.21%0.21%Q4 2019Q1 20202
ALTFEST L J & CO INC 220.04%0.04%0.04%Q2 2023Q3 20232
Signator Financial Services, Inc. 220.05%0.05%0.05%Q2 2013Q3 20132
WealthBridge Capital Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Clal Insurance Enterprises Holdings Ltd 221.73%1.97%2.22%Q1 2021Q2 20212
True Capital Management 222.30%2.54%2.78%Q4 2022Q1 20232
Winchester Group Inc. 220.07%0.07%0.07%Q2 2013Q3 20132
Arjuna Capital 110.02%0.05%0.09%Q2 2021Q4 20222
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
SENTINEL TRUST CO LBA 220.05%0.06%0.06%Q1 2021Q2 20212
Cannell & Co. 110.01%0.01%0.02%Q1 2022Q4 20222
Icon Wealth Advisors, LLC 220.07%0.07%0.07%Q3 2022Q4 20222
ROCKLAND TRUST CO 220.07%0.07%0.07%Q3 2019Q4 20192
Baltimore-Washington Financial Advisors Inc. 221.84%1.86%1.88%Q2 2013Q3 20132
Cedar Wealth Management, LLC 220.01%0.01%0.02%Q3 2018Q4 20182
Carr Financial Group Corp 110.10%0.14%0.18%Q4 2022Q3 20232
Spears Abacus Advisors LLC 220.02%0.02%0.02%Q4 2022Q1 20232
EQUITY INVESTMENT CORP 110.02%0.02%0.02%Q4 2018Q1 20202
Financial Planners of Cleveland, Inc. 2217.11%21.81%26.51%Q4 2021Q1 20222
SIGNET MANAGEMENT USA, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Guild Investment Management, Inc. 110.26%0.26%0.26%Q3 2014Q3 20141
Cardinal Strategic Wealth Guidance 110.02%0.02%0.02%Q4 2022Q4 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.13%0.13%0.13%Q4 2019Q4 20191
RETIREMENT CAPITAL STRATEGIES 110.82%0.82%0.82%Q3 2023Q3 20231
CKW FINANCIAL GROUP 110.02%0.02%0.02%Q2 2017Q2 20171
Minot Wealth Management LLC 110.13%0.13%0.13%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BANK OF THE WEST 110.03%0.03%0.03%Q1 2019Q1 20191
LBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
SeaBridge Investment Advisors LLC 110.02%0.02%0.02%Q3 2019Q3 20191
SevenBridge Financial Group, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Madison Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Per Stirling Capital Management, LLC. 110.07%0.07%0.07%Q4 2022Q4 20221
BASSO CAPITAL MANAGEMENT, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
NTV ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 110.01%0.01%0.01%Q4 2018Q4 20181
St. Johns Investment Management Company, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Windsor Creek Advisors, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
ACCURATE INVESTMENT SOLUTIONS, INC. 110.02%0.02%0.02%Q2 2019Q2 20191
Parcion Private Wealth LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Syntal Capital Partners, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 111.67%1.67%1.67%Q2 2013Q2 20131
ARROW FINANCIAL CORP 110.01%0.01%0.01%Q2 2022Q2 20221
Great Diamond Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Paradigm Financial Partners, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
SMI Advisory Services, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
S. R. Schill & Associates 110.11%0.11%0.11%Q3 2023Q3 20231
RiverGlades Family Offices LLC 110.23%0.23%0.23%Q4 2018Q4 20181
HORAN CAPITAL MANAGEMENT 110.02%0.02%0.02%Q2 2017Q2 20171
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
HNP Capital LLC 112.53%2.53%2.53%Q1 2020Q1 20201
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
Lionsbridge Wealth Management LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Resolute Advisors LLC 110.02%0.02%0.02%Q3 2022Q3 20221
EXCALIBUR MANAGEMENT CORP 110.12%0.12%0.12%Q3 2023Q3 20231
QCM Cayman, Ltd. 110.24%0.24%0.24%Q4 2020Q4 20201
Sunburst Financial Group, LLC 110.78%0.78%0.78%Q4 2019Q4 20191
Reby Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
KANAWHA CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Ellenbecker Investment Group 110.05%0.05%0.05%Q2 2023Q2 20231
Concorde Asset Management, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
USAdvisors Wealth Management, LLC 110.16%0.16%0.16%Q2 2019Q2 20191
Godshalk Welsh Capital Management, Inc. 110.07%0.07%0.07%Q4 2014Q4 20141
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Spectrum Asset Management, Inc. (NB/CA) 110.14%0.14%0.14%Q4 2022Q4 20221
Capital Square, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
JACOBSON & SCHMITT ADVISORS, LLC 110.39%0.39%0.39%Q4 2016Q4 20161
Pinnacle Family Advisors, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Waterloo Capital, L.P. 110.37%0.37%0.37%Q1 2020Q1 20201
DAVIDSON INVESTMENT ADVISORS 110.04%0.04%0.04%Q3 2022Q3 20221
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ANDERSON HOAGLAND & CO 110.03%0.03%0.03%Q1 2022Q1 20221
Keeler Thomas Management LLC 111.70%1.70%1.70%Q3 2022Q3 20221
Price Capital Management, Inc. 111.16%1.16%1.16%Q4 2017Q4 20171
FIRST FINANCIAL EQUITY CORPORATION 110.88%0.88%0.88%Q1 2017Q1 20171
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HC FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q1 2020Q1 20201
Vident Investment Advisory, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
FNY Investment Advisers, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Jackson Financial Management 110.24%0.24%0.24%Q1 2018Q1 20181
Peachtree Investment Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Claybrook Capital, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BKS ADVISORS, LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Aries Wealth Management 110.34%0.34%0.34%Q3 2023Q3 20231
Vident Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Monument Capital Management 110.04%0.04%0.04%Q3 2018Q3 20181
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Gryphon Financial Partners LLC 110.77%0.77%0.77%Q4 2018Q4 20181
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Hernani Holdings LLC 111.93%1.93%1.93%Q4 2020Q4 20201
GFS Private Wealth, LLC 115.04%5.04%5.04%Q4 2017Q4 20171
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pointe Capital Management LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2018Q1 20181
L2 Asset Management, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
BLUEFIN CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Squarepoint Ops LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Hamilton Capital, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Castle Financial & Retirement Planning Associates, Inc. 111.60%1.60%1.60%Q4 2021Q4 20211
Fulcrum Capital LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Shilanski & Associates, Inc. 118.06%8.06%8.06%Q3 2022Q3 20221
Measured Wealth Private Client Group, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
PNC Managed Account Solutions, Inc. 110.23%0.23%0.23%Q2 2021Q2 20211
Reitz Capital Advisors LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ethic Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Arlington Financial Advisors, LLC 111.34%1.34%1.34%Q4 2018Q4 20181
CAHABA WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q1 2022Q1 20221
KilterHowling LLC 110.89%0.89%0.89%Q2 2022Q2 20221
Genesee Capital Advisors, LLC 111.40%1.40%1.40%Q2 2021Q2 20211
ALTERNA WEALTH MANAGEMENT, INC 116.39%6.39%6.39%Q4 2018Q4 20181
Integrity Advisory, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Nauset Wealth Management. LLC 113.53%3.53%3.53%Q1 2022Q1 20221
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
JAG CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Darrow Company, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
ADVISORY RESEARCH INC 110.05%0.05%0.05%Q4 2019Q4 20191
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Planning Center, Inc. 110.16%0.16%0.16%Q4 2021Q4 20211
CLARIS ADVISORS, LLC / MO / 110.13%0.13%0.13%Q3 2023Q3 20231
FIDELITY D & D BANCORP INC 110.47%0.47%0.47%Q3 2023Q3 20231
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Spinnaker Investment Group, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Paloma Partners Management Co 110.12%0.12%0.12%Q2 2020Q2 20201
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
ASSET MANAGEMENT CORP /IL/ /ADV 111.02%1.02%1.02%Q1 2023Q1 20231
MAIRS & POWER INC 110.00%0.00%0.00%Q1 2023Q1 20231
HIGHLAND CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Intergy Private Wealth, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH MANAGEMENT RESOURCES, INC. 110.23%0.23%0.23%Q3 2023Q3 20231
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q4 2018Q4 20181
Johnson Financial Group, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
BEDEL FINANCIAL CONSULTING INC 110.14%0.14%0.14%Q3 2023Q3 20231
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Rafferty Asset Management, LLC 110.30%0.30%0.30%Q2 2013Q2 20131
SBK Financial, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q1 2023Q1 20231
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.06%0.06%0.06%Q1 2018Q1 20181
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Rainsberger Wealth Advisors, Inc. 110.20%0.20%0.20%Q1 2022Q1 20221
Tanager Wealth Management LLP 110.09%0.09%0.09%Q2 2023Q2 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Nilsine Partners, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
FirstPurpose Wealth LLC 110.22%0.22%0.22%Q4 2022Q4 20221
EFG CAPITAL INTERNATIONAL CORP. 110.20%0.20%0.20%Q2 2023Q2 20231
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2016Q2 20161
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.03%0.03%0.03%Q2 2022Q2 20221
Glassy Mountain Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FinDec Wealth Services, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SANDERS MORRIS HARRIS LLC 110.66%0.66%0.66%Q2 2016Q2 20161
LOGAN CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q4 2022Q4 20221
Point View Wealth Management, Inc. 110.24%0.24%0.24%Q2 2014Q2 20141
MidWestOne Financial Group, Inc. 110.16%0.16%0.16%Q2 2019Q2 20191
BIEGEL & WALLER LLC 110.30%0.30%0.30%Q2 2017Q2 20171
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Derbend Asset Management 110.31%0.31%0.31%Q2 2023Q2 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
WealthTrust-Arizona, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FIDUCIARY TRUST INTERNATIONAL LLC 110.15%0.15%0.15%Q2 2020Q2 20201
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q2 2021Q2 20211
Permit Capital Advisors, LLC 111.92%1.92%1.92%Q1 2022Q1 20221
Caerus Investment Advisors, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Lanham O'Dell & Company, Inc. 1119.79%19.79%19.79%Q4 2021Q4 20211
Argent Advisors, Inc. 110.13%0.13%0.13%Q4 2019Q4 20191
FundX Investment Group, LLC 114.23%4.23%4.23%Q2 2013Q2 20131
Orgel Wealth Management, LLC 110.62%0.62%0.62%Q4 2015Q4 20151
TECTONIC ADVISORS LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
Welch Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Guardian Wealth Advisors, LLC 110.28%0.28%0.28%Q1 2021Q1 20211
Zurich Insurance Group Ltd/FI 110.03%0.03%0.03%Q1 2023Q1 20231
Tradewinds, LLC. 110.31%0.31%0.31%Q4 2022Q4 20221
Wallace Advisory Group, LLC 110.68%0.68%0.68%Q4 2022Q4 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 116.08%6.08%6.08%Q2 2022Q2 20221
Econ Financial Services Corp 113.47%3.47%3.47%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Northwest Bank & Trust Co 110.06%0.06%0.06%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY FINANCIAL MANAGEMENT, INC. 115.32%5.32%5.32%Q2 2023Q2 20231
Plan Group Financial, LLC 115.72%5.72%5.72%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
DRW Securities, LLC 110.15%0.15%0.15%Q3 2013Q3 20131
First National Advisers, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cornerstone Wealth Group, LLC 114.42%4.42%4.42%Q1 2019Q1 20191
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Legacy Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
Strata Wealth Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.30%0.30%0.30%Q2 2023Q2 20231
FIRST COMMUNITY TRUST NA 111.10%1.10%1.10%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Convergent Wealth Advisors 110.13%0.13%0.13%Q1 2015Q1 20151
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
DRIVE WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Decatur Capital Management, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Accretive Wealth Partners, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Cannon Global Investment Management, LLC 111.72%1.72%1.72%Q1 2021Q1 20211
Opal Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
AMUSSEN HUNSAKER ASSOCIATES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Synergy Asset Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Verum Partners LLC 110.87%0.87%0.87%Q3 2023Q3 20231
Nelson Capital Management, LLC 110.07%0.07%0.07%Q1 2018Q1 20181
Quantbot Technologies LP 110.05%0.05%0.05%Q2 2021Q2 20211
Quantum Capital Management, LLC / NJ 1111.57%11.57%11.57%Q3 2017Q3 20171
IVC Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
STABLEFORD CAPITAL II LLC 1125.60%25.60%25.60%Q1 2023Q1 20231
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Gallagher Benefit Services, Inc. 113.18%3.18%3.18%Q4 2022Q4 20221
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Liberty Mutual Group Asset Management Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ground Swell Capital, LLC 111.06%1.06%1.06%Q3 2022Q3 20221
Spectrum Management Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Edgestream Partners, L.P. 110.06%0.06%0.06%Q3 2023Q3 20231
Legacy Financial Group LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Brainard Capital Management LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Schwab Charitable Fund 110.18%0.18%0.18%Q1 2019Q1 20191
Rooted Wealth Advisors, Inc. 110.18%0.18%0.18%Q1 2023Q1 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.25%0.25%0.25%Q3 2022Q3 20221
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Capital Investment Services of America, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Commonwealth Financial Services, LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Family Capital Management, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
BAROMETER CAPITAL MANAGEMENT INC. 110.74%0.74%0.74%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Pacific Center for Financial Services 113.09%3.09%3.09%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
MRP Capital Investments, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hilton Capital Management, LLC 110.22%0.22%0.22%Q3 2018Q3 20181
LWMG, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
IAM Advisory, LLC 111.40%1.40%1.40%Q2 2021Q2 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
LYRICAL ASSET MANAGEMENT LP 110.01%0.01%0.01%Q4 2018Q4 20181
Hartford Funds Management Co LLC 110.02%0.02%0.02%Q2 2023Q2 20231
QUARRY HILL ADVISORS, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Goelzer Investment Management, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Catamount Wealth Management 110.01%0.01%0.01%Q4 2016Q4 20161
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.97%1.97%1.97%Q1 2023Q1 20231
Raub Brock Capital Management LP 111.72%1.72%1.72%Q2 2022Q2 20221
Kiwi Wealth Investments Limited Partnership 110.04%0.04%0.04%Q4 2022Q4 20221
INVESTMENT HOUSE LLC 110.37%0.37%0.37%Q3 2022Q3 20221
ARQ WEALTH ADVISORS, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
BRANDES INVESTMENT PARTNERS, LP 110.02%0.02%0.02%Q4 2021Q4 20211
Braver Wealth Management, LLC 110.93%0.93%0.93%Q4 2016Q4 20161
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Leading Edge Financial Planning LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
REFRAME WEALTH, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
First Pacific Financial 110.00%0.00%0.00%Q3 2023Q3 20231
KCS Wealth Advisory 110.06%0.06%0.06%Q3 2019Q3 20191
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Buck Wealth Strategies, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
BW Gestao de Investimentos Ltda. 111.07%1.07%1.07%Q3 2023Q3 20231
Main Line Retirement Advisors, LLC 114.52%4.52%4.52%Q2 2023Q2 20231
Yoder Wealth Management, Inc. 110.16%0.16%0.16%Q2 2023Q2 20231
Trutina Financial LLC 110.06%0.06%0.06%Q3 2013Q3 20131
Spouting Rock Asset Management, LLC 110.76%0.76%0.76%Q4 2022Q4 20221
Ergoteles LLC 110.58%0.58%0.58%Q2 2023Q2 20231
Coastal Bridge Advisors, LLC 110.68%0.68%0.68%Q3 2023Q3 20231
CETERA INVESTMENT MANAGEMENT LLC 111.25%1.25%1.25%Q1 2017Q1 20171
Polianta Ltd 117.18%7.18%7.18%Q3 2019Q3 20191
HERITAGE INVESTORS MANAGEMENT CORP 110.01%0.01%0.01%Q1 2021Q1 20211
Portside Wealth Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Kensington Asset Management, LLC 115.05%5.05%5.05%Q3 2023Q3 20231
Consolidated Planning Corp 110.05%0.05%0.05%Q3 2021Q3 20211
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Key Bridge Compliance, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Carlsbad Wealth Advisory Group, Inc. 110.32%0.32%0.32%Q2 2023Q2 20231
Willingdon Wealth Management 110.00%0.00%0.00%Q4 2019Q4 20191
Rappaport Reiches Capital Management, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
CIM, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Madrona Financial Services, LLC 110.32%0.32%0.32%Q1 2015Q1 20151
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2022Q4 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.02%0.02%0.02%Q3 2020Q3 20201
STERLING INVESTMENT ADVISORS LLC /ADV 113.32%3.32%3.32%Q3 2023Q3 20231
Cullen Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LOEB PARTNERS CORP 111.37%1.37%1.37%Q4 2018Q4 20181
GSG Advisors LLC 110.20%0.20%0.20%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 112.74%2.74%2.74%Q3 2023Q3 20231
Arlington Trust Co LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.68%0.68%0.68%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SYON CAPITAL LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Prosperitas Financial LLC 112.16%2.16%2.16%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HARTLINE INVESTMENT CORP/ 110.55%0.55%0.55%Q3 2022Q3 20221
Austin Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
EAGLE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Private Wealth Strategies, L.L.C. 110.01%0.01%0.01%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.27%0.27%0.27%Q3 2023Q3 20231
EA Series Trust 110.11%0.11%0.11%Q2 2023Q2 20231
American Financial Network Advisory Services LLC 111.40%1.40%1.40%Q3 2019Q3 20191
Crosspoint Capital Strategies, LLC 110.67%0.67%0.67%Q4 2015Q4 20151
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAPITAL GUARDIAN TRUST CO 110.01%0.01%0.01%Q3 2018Q3 20181
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wade Financial Advisory, Inc 110.16%0.16%0.16%Q2 2023Q2 20231
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Canal Capital Management, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
KHP Capital, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Advisors Preferred, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
QUALCOMM INC/DE 118.66%8.66%8.66%Q2 2013Q2 20131
Sabal Trust CO 110.01%0.01%0.01%Q4 2022Q4 20221
External links

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