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 2023111
Cutler Group LLC / CA 32320.00%0.00%0.06%Q4 2015Q3 202376
HUNTINGTON NATIONAL BANK 36200.00%0.03%0.12%Q1 2009Q3 202361
JANE STREET GROUP, LLC 2330.00%0.02%0.18%Q1 2014Q2 202361
WELLS FARGO & COMPANY/MN 42420.00%0.14%0.25%Q2 2013Q3 202350
THRIVENT FINANCIAL FOR LUTHERANS 36360.00%0.04%0.17%Q4 2014Q3 202348
GOLDMAN SACHS GROUP INC 4240.01%0.05%0.10%Q1 2012Q3 202346
NWAM LLC 4050.10%0.60%1.23%Q2 2012Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.01%Q4 2012Q3 202344
New England Private Wealth Advisors LLC 44440.28%1.38%2.82%Q4 2012Q3 202344
Franklin, Parlapiano, Turner & Welch, LLC 44440.18%0.23%0.32%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.01%0.13%0.51%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44440.02%0.16%0.46%Q4 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.01%0.29%0.59%Q2 2013Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4221.06%1.29%1.60%Q2 2010Q3 202344
COMMERCE BANK 43430.00%0.02%0.06%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.11%0.19%0.29%Q1 2013Q3 202343
Veritable, L.P. 43430.13%0.26%0.39%Q4 2012Q2 202343
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.00%1.01%1.77%Q2 2013Q3 202343
Montecito Bank & Trust 43430.06%0.30%1.42%Q2 2013Q4 202343
M&T BANK CORP 24150.00%0.31%0.53%Q4 2013Q3 202343
Goelzer Investment Management, Inc. 43430.05%0.14%0.25%Q1 2013Q3 202343
J.P. Morgan Private Wealth Advisors LLC 42420.06%0.15%0.41%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.07%0.10%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.34%0.61%0.76%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.14%0.29%0.57%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42420.62%0.97%1.48%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.15%0.62%Q2 2013Q3 202342
First Horizon Advisors, Inc. 31110.02%0.14%2.10%Q1 2013Q3 202342
Carlson Capital Management 42420.40%3.01%4.41%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.09%0.13%0.18%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.03%0.10%0.21%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.15%1.18%2.40%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.23%1.11%2.51%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%2.43%3.60%Q2 2013Q3 202342
JNBA Financial Advisors 42420.02%0.53%2.19%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.13%0.42%0.88%Q2 2013Q3 202342
Karpus Management, Inc. 42421.66%2.75%4.06%Q2 2013Q3 202342
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 42420.54%2.58%3.81%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.93%1.58%2.21%Q2 2013Q3 202342
Oxbow Advisors, LLC 42420.08%0.12%0.19%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.16%0.36%Q2 2013Q3 202342
Estate Counselors, LLC 42420.22%1.26%3.66%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
Gilman Hill Asset Management, LLC 42421.00%1.30%1.60%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.01%0.09%0.19%Q2 2013Q4 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.14%0.28%0.46%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.09%Q2 2013Q3 202342
Annex Advisory Services, LLC 42420.27%5.56%11.25%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.00%0.01%Q2 2013Q3 202342
Efficient Advisors, LLC 42423.29%4.83%7.93%Q2 2013Q3 202342
Creative Planning 42420.47%0.91%2.38%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.24%0.32%0.41%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.06%0.32%0.78%Q1 2013Q3 202342
FMR LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.25%0.33%0.48%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.05%0.15%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.07%0.19%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.06%0.19%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.34%0.50%0.79%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.88%1.61%2.62%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.24%0.69%1.06%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.07%0.11%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.04%0.08%0.14%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42428.36%11.30%14.89%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42421.23%1.55%1.80%Q2 2013Q3 202342
TD Capital Management LLC 42420.97%1.91%3.33%Q2 2013Q3 202342
Savant Capital, LLC 42420.13%0.64%1.72%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.10%0.22%0.98%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.14%0.28%0.41%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.02%0.19%1.00%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42425.50%9.14%16.92%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.02%0.34%0.73%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.13%0.21%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.03%0.06%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.08%0.15%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42422.64%3.41%4.04%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.04%0.19%0.59%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.40%1.00%1.65%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.08%0.41%0.74%Q2 2013Q3 202342
MORGAN STANLEY 42420.08%0.16%0.19%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.02%0.06%0.31%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.01%0.05%0.16%Q2 2013Q3 202342
SouthState Corp 42420.04%0.10%0.15%Q2 2013Q3 202342
Citadel Advisors 1410.00%0.00%0.04%Q3 2014Q3 202342
DAVIS R M INC 42420.04%0.43%1.80%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.05%0.07%0.08%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.27%0.41%0.64%Q2 2013Q3 202342
Twele Capital Management, Inc. 42421.03%2.41%4.85%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.26%0.41%0.74%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT Co LLC 42421.95%3.74%5.23%Q2 2013Q3 202342
LPL Financial LLC 42420.08%0.48%0.65%Q2 2013Q3 202342
Marquette Asset Management, LLC 42420.48%1.01%1.59%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42422.99%3.74%4.25%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.05%0.15%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.04%0.18%0.33%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.56%1.25%2.30%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.36%0.54%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.18%0.51%1.21%Q2 2013Q3 202342
HEADINVEST, LLC 42420.34%0.68%0.95%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.07%2.50%4.20%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.18%0.29%0.39%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.11%0.20%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.07%0.11%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.03%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.05%0.08%0.15%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.02%0.13%0.25%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.06%0.12%0.16%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.14%0.28%0.37%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.10%0.17%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.00%0.24%0.40%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.94%2.32%4.37%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.03%0.19%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.17%0.41%0.88%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.05%0.23%0.37%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.27%2.83%5.98%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.05%0.11%0.23%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 41410.04%0.14%0.20%Q3 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.09%0.32%0.88%Q2 2013Q3 202341
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 41410.02%0.09%0.19%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.06%0.08%0.10%Q2 2013Q3 202341
Cetera Advisors LLC 23180.07%0.25%0.83%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.02%0.52%1.19%Q2 2013Q3 202341
WBH ADVISORY INC 3831.92%3.48%5.31%Q2 2013Q3 202341
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 30110.14%0.52%0.74%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.06%0.39%0.96%Q3 2013Q3 202341
ALPS ADVISORS INC 41410.02%0.18%0.87%Q2 2013Q2 202341
Morningstar Investment Services LLC 27140.02%0.39%1.56%Q2 2013Q3 202341
BERKSHIRE ASSET MANAGEMENT LLC/PA 3560.32%0.94%1.25%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.00%0.31%0.86%Q2 2013Q2 202341
HOWE & RUSLING INC 3830.02%0.09%0.17%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.08%0.55%Q3 2013Q3 202341
ASPIRIANT, LLC 23180.04%0.12%0.24%Q2 2013Q3 202341
Manchester Capital Management LLC 3920.00%0.67%1.19%Q2 2013Q3 202341
Dorsey & Whitney Trust CO LLC 41410.08%0.14%0.29%Q3 2013Q3 202341
BOKF, NA 3290.01%0.09%0.15%Q2 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.10%0.19%0.26%Q2 2013Q3 202341
MUFG Americas Holdings Corp 28130.00%0.66%1.83%Q4 2010Q3 202241
ALLIANCEBERNSTEIN L.P. 41410.00%0.02%0.08%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.13%0.20%Q3 2013Q3 202341
HighTower Advisors, LLC 30110.01%0.14%0.32%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.57%5.18%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.69%1.18%Q4 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.13%Q2 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.49%1.30%4.49%Q2 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.05%0.10%0.52%Q2 2013Q3 202341
CENTRAL TRUST Co 41410.01%0.27%1.52%Q3 2013Q3 202341
BRIGHTON JONES LLC 26150.08%0.18%0.37%Q2 2013Q3 202341
Pure Financial Advisors, LLC 22180.46%1.25%3.32%Q2 2013Q4 202340
ST GERMAIN D J CO INC 2530.01%1.00%1.81%Q2 2013Q4 202340
Private Ocean, LLC 40400.11%0.15%0.30%Q4 2013Q3 202340
FDx Advisors, Inc. 40400.02%0.14%0.30%Q4 2013Q3 202340
Fort Point Capital Partners LLC 40400.10%0.26%0.56%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 1980.18%0.30%0.56%Q2 2013Q3 202340
Perkins Coie Trust Co 40400.06%0.23%0.47%Q4 2013Q3 202340
VANGUARD GROUP INC 3820.00%0.00%0.01%Q2 2013Q3 202340
D'Orazio & Associates, Inc. 40400.02%1.84%7.60%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.39%0.72%1.03%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.02%0.07%0.30%Q4 2013Q4 202340
Evanson Asset Management, LLC 40400.10%0.39%0.69%Q4 2013Q3 202340
ASSOCIATED BANC-CORP 3640.02%0.12%0.35%Q3 2013Q3 202340
Somerset Group LLC 40400.56%0.82%1.09%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.14%0.40%1.43%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.25%0.63%2.02%Q4 2013Q3 202340
Stillwater Capital Advisors, LLC 40400.09%0.27%0.55%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.05%0.13%Q4 2013Q3 202340
PEDDOCK CAPITAL ADVISORS, LLC 40401.05%1.88%2.54%Q4 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.09%0.16%0.21%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40400.28%1.12%4.16%Q4 2013Q3 202340
Reynders McVeigh Capital Management, LLC 40400.02%0.04%0.06%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.07%0.19%0.86%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.08%0.15%0.35%Q4 2013Q3 202340
Baker Avenue Asset Management, LP 3820.07%1.56%5.02%Q3 2013Q3 202340
Gemmer Asset Management LLC 39390.12%0.58%1.75%Q1 2014Q3 202339
CAPTRUST FINANCIAL ADVISORS 2820.00%0.27%1.07%Q2 2013Q3 202339
Rehmann Capital Advisory Group 1530.04%0.35%1.80%Q1 2012Q3 202339
Dynamic Advisor Solutions LLC 3360.09%0.65%1.33%Q4 2013Q3 202339
Perigon Wealth Management, LLC 3010.03%0.12%0.46%Q3 2011Q3 202339
Advisory Services Network, LLC 27120.15%0.26%0.51%Q4 2013Q3 202339
Merriman Wealth Management, LLC 1440.02%3.25%14.67%Q2 2013Q3 202339
Clarkston Capital Partners, LLC 39390.02%0.04%0.12%Q2 2013Q4 202239
COMERICA BANK 3810.05%0.12%0.25%Q3 2013Q3 202339
Regal Investment Advisors LLC 2710.24%0.38%0.83%Q2 2013Q3 202339
Gibson Capital, LLC 39390.12%0.29%0.34%Q1 2014Q3 202339
One Capital Management, LLC 39390.07%0.41%0.69%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.02%Q2 2013Q4 202239
Autus Asset Management, LLC 39394.54%5.52%6.84%Q2 2013Q4 202239
Tradewinds Capital Management, LLC 3440.01%0.03%0.06%Q4 2013Q3 202338
STIFEL FINANCIAL CORP 3620.03%0.17%0.26%Q1 2014Q3 202338
Ashfield Capital Partners, LLC 38380.01%0.08%0.20%Q2 2013Q3 202238
Maryland Capital Management 38380.57%1.04%1.33%Q2 2013Q3 202238
COLONY GROUP LLC 2810.01%0.09%0.16%Q4 2013Q3 202338
Garde Capital, Inc. 38381.12%2.97%4.26%Q2 2014Q3 202338
OPTIMUM INVESTMENT ADVISORS 3310.00%0.22%0.35%Q4 2013Q4 202338
Capital Investment Advisors, LLC 3010.02%0.02%0.03%Q4 2013Q4 202338
Joel Isaacson & Co., LLC 37370.01%0.80%1.71%Q3 2014Q3 202337
BARCLAYS PLC 2210.00%0.01%0.03%Q2 2013Q3 202337
FAS Wealth Partners, Inc. 3430.04%0.08%0.19%Q4 2013Q3 202337
BEACON FINANCIAL GROUP 3610.08%0.22%0.42%Q4 2013Q3 202337
WEBSTER BANK, N. A. 37370.06%0.64%1.05%Q3 2014Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.28%0.76%1.55%Q2 2013Q2 202237
Personal Capital Advisors Corp 37370.03%0.06%0.19%Q4 2013Q4 202237
Covington Capital Management 3070.04%0.06%0.08%Q2 2013Q3 202237
Chevy Chase Trust Holdings, LLC 3160.00%0.00%0.01%Q2 2014Q3 202337
Oakworth Capital, Inc. 3430.01%0.05%0.10%Q4 2013Q3 202337
DOWLING & YAHNKE LLC 22150.29%0.53%0.80%Q2 2013Q3 202237
SPC Financial, Inc. 16100.06%1.38%2.58%Q3 2013Q3 202337
WEDBUSH SECURITIES INC 36360.04%0.07%0.11%Q4 2014Q3 202336
Landmark Financial Advisors, LLC 36360.97%3.10%5.35%Q4 2014Q3 202336
Glassman Wealth Services 36360.02%0.05%0.07%Q4 2014Q3 202336
Wealth Architects, LLC 36360.42%1.34%2.10%Q4 2014Q3 202336
EagleClaw Capital Managment, LLC 36360.07%0.15%0.22%Q4 2014Q3 202336
SOL Capital Management CO 36360.08%0.41%0.56%Q4 2014Q3 202336
UBS Group AG 36360.16%0.22%0.27%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.75%1.06%1.24%Q2 2013Q1 202236
Pinnacle Wealth Management Advisory Group, LLC 36362.74%4.34%6.16%Q4 2014Q3 202336
Financial Architects, Inc 2520.01%0.04%0.07%Q2 2013Q2 202336
HM Capital Management, LLC 36360.36%1.75%2.62%Q4 2013Q3 202236
Brinker Capital Investments, LLC 2710.00%0.22%0.82%Q2 2013Q4 202236
Advisory Alpha, LLC 2010.01%2.75%8.74%Q4 2013Q3 202336
WESBANCO BANK INC 1610.02%0.08%0.28%Q2 2013Q3 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.02%0.12%0.20%Q4 2014Q3 202336
Argent Trust Co 36360.08%0.15%0.24%Q4 2014Q3 202336
GAMBLE JONES INVESTMENT COUNSEL 36360.02%0.05%0.09%Q1 2014Q4 202236
Columbia Asset Management 2260.12%0.23%0.46%Q4 2013Q3 202336
Sensible Financial Planning & Management, LLC. 36360.16%0.43%0.81%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.06%0.28%0.80%Q4 2014Q3 202336
Cambridge Advisors Inc. 36361.29%1.54%1.89%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.41%1.02%1.56%Q4 2014Q3 202336
AMERICAN NATIONAL BANK 23130.00%3.10%6.00%Q2 2013Q3 202336
CHARTIST INC /CA/ 1510.33%1.08%3.25%Q2 2013Q3 202336
Sigma Planning Corp 36360.08%0.19%0.30%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.16%0.37%1.70%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.14%0.20%0.32%Q4 2014Q3 202336
Bray Capital Advisors 36361.99%2.55%4.04%Q4 2014Q3 202336
People's United Financial, Inc. 36360.08%0.22%0.36%Q2 2013Q1 202236
Strategic Financial Services, Inc, 36360.03%0.05%0.07%Q4 2014Q3 202336
BROWN BROTHERS HARRIMAN & CO 36360.00%0.00%0.01%Q4 2014Q3 202336
Endurance Wealth Management, Inc. 36360.02%0.52%0.92%Q3 2014Q2 202336
Johnson Financial Group, Inc. 36360.00%0.02%0.03%Q4 2014Q3 202336
Bangor Savings Bank 36360.05%0.13%0.19%Q4 2014Q3 202336
Community Bank, N.A. 36360.02%0.04%0.06%Q4 2014Q3 202336
BSW Wealth Partners 1470.06%0.31%1.03%Q2 2013Q3 202335
Ironwood Financial, llc 3140.08%0.20%0.44%Q4 2014Q3 202335
ROPES WEALTH ADVISORS LLC 35350.06%0.28%0.40%Q1 2015Q3 202335
Brick & Kyle, Associates 20150.36%1.19%1.96%Q4 2014Q3 202335
EATON VANCE MANAGEMENT 35350.00%0.01%0.04%Q1 2014Q3 202235
JAG CAPITAL MANAGEMENT, LLC 35350.07%0.12%0.15%Q1 2015Q3 202335
FIRST NATIONAL TRUST CO 3410.04%0.11%0.18%Q4 2014Q3 202335
CIBC Private Wealth Group, LLC 35350.01%0.21%0.44%Q1 2015Q3 202335
Advisors Capital Management, LLC 1820.01%0.06%0.21%Q4 2013Q3 202335
HBK Sorce Advisory LLC 35350.01%0.22%0.42%Q1 2015Q3 202335
Aull & Monroe Investment Management Corp 1330.10%0.13%0.15%Q4 2013Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.06%0.14%0.36%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35350.37%0.84%4.35%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.10%0.29%Q1 2015Q3 202335
CHOREO, LLC 3010.05%0.95%1.65%Q2 2014Q3 202335
Caprock Group, LLC 35350.48%1.44%4.02%Q1 2015Q3 202335
BOSTON FAMILY OFFICE LLC 34340.04%0.05%0.07%Q2 2013Q3 202134
SALEM INVESTMENT COUNSELORS INC 18160.23%0.55%3.23%Q2 2013Q3 202334
QCI ASSET MANAGEMENT INC/NY 34340.01%0.18%1.81%Q2 2013Q3 202134
Brookstone Capital Management 2130.02%0.21%0.90%Q4 2013Q3 202334
Ameritas Investment Partners, Inc. 34340.00%0.07%0.17%Q2 2015Q3 202334
SIGNATUREFD, LLC 2310.00%2.08%6.59%Q3 2013Q3 202334
CREDIT SUISSE AG/ 1520.00%0.01%0.06%Q1 2013Q3 202234
QUADRANT CAPITAL GROUP LLC 34340.10%0.21%0.41%Q2 2015Q3 202334
1ST SOURCE BANK 34340.02%0.04%0.14%Q2 2015Q3 202334
Alexandria Capital, LLC 34340.68%1.13%1.86%Q2 2013Q3 202134
Kovack Advisors, Inc. 20140.04%0.26%0.85%Q1 2015Q3 202334
Fiera Capital Corp 34340.00%0.03%0.09%Q2 2015Q3 202334
Glenview Trust Co 2810.08%0.32%0.44%Q4 2010Q3 202334
ELM ADVISORS, LLC 34344.10%4.69%5.26%Q4 2013Q1 202234
Mariner, LLC 3110.01%0.36%0.55%Q3 2013Q3 202334
Charles Schwab Investment Advisory, Inc. 3310.01%0.40%0.82%Q4 2014Q3 202334
BOSTON FINANCIAL MANGEMENT LLC 3020.01%0.03%0.03%Q4 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34341.93%4.05%6.13%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.15%0.25%0.35%Q2 2015Q3 202334
Atria Investments, Inc 1460.06%0.16%0.36%Q3 2013Q3 202334
NORRIS PERNE & FRENCH LLP/MI 18150.03%0.05%0.08%Q1 2014Q3 202333
LINCOLN NATIONAL CORP 3120.02%0.09%0.19%Q2 2015Q3 202333
SNS Financial Group, LLC 3030.03%0.08%0.18%Q2 2013Q3 202333
MITCHELL SINKLER & STARR/PA 2760.36%1.51%3.12%Q1 2015Q2 202333
RETIREMENT CAPITAL STRATEGIES 2580.08%3.29%10.88%Q4 2013Q1 202233
BADGLEY PHELPS & BELL INC 33330.64%2.08%3.14%Q2 2013Q2 202133
Affiance Financial, LLC 33330.03%0.28%0.46%Q4 2014Q4 202233
JFS WEALTH ADVISORS, LLC 2310.00%0.09%0.82%Q2 2013Q3 202333
NOMURA ASSET MANAGEMENT CO LTD 1910.00%0.04%0.40%Q2 2013Q3 202333
QS Investors, LLC 33330.02%0.74%2.06%Q2 2013Q2 202133
Bristlecone Advisors, LLC 32321.25%2.45%3.78%Q4 2015Q3 202332
Regal Wealth Group, Inc. 32320.64%0.73%1.04%Q4 2015Q3 202332
First PREMIER Bank 32320.48%0.95%1.65%Q4 2015Q3 202332
QUEST INVESTMENT MANAGEMENT LLC 32320.03%0.37%0.83%Q4 2015Q3 202332
Alpha Cubed Investments, LLC 2840.07%0.22%0.65%Q1 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.47%1.03%1.72%Q4 2015Q3 202332
FineMark National Bank & Trust 2710.00%0.05%0.08%Q2 2013Q3 202332
CWM, LLC 2480.00%0.03%0.34%Q3 2015Q3 202332
BANK OF HAWAII 32320.04%1.27%1.43%Q4 2015Q3 202332
SMITH CHAS P & ASSOCIATES PA CPAS 32320.04%0.07%0.09%Q4 2015Q3 202332
Windham Capital Management, LLC 2390.05%1.43%7.49%Q2 2013Q3 202332
Lenox Wealth Advisors, LLC 22100.00%0.04%0.10%Q1 2014Q1 202232
Berkeley Capital Partners, LLC 32320.28%0.63%1.76%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.26%0.68%3.61%Q4 2015Q3 202332
Verus Financial Partners, Inc. 32320.12%0.25%2.62%Q4 2015Q3 202332
GIRARD PARTNERS LTD. 32320.04%0.10%0.20%Q4 2015Q3 202332
Cetera Investment Advisers 32320.26%0.67%1.22%Q4 2015Q3 202332
Paradigm Financial Advisors, LLC 32321.32%4.21%5.27%Q1 2014Q4 202132
CENTRAL BANK & TRUST CO 32320.00%0.00%0.01%Q4 2015Q3 202332
Parkside Financial Bank & Trust 22100.01%0.05%0.15%Q3 2015Q3 202332
WATERS PARKERSON & CO., LLC 32320.03%0.05%0.09%Q4 2015Q3 202332
Schneider Downs Wealth Management Advisors, LP 32320.11%0.31%0.81%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.10%0.16%0.29%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.07%0.30%0.68%Q1 2016Q4 202332
LUCAS CAPITAL MANAGEMENT 32320.14%1.04%2.55%Q1 2013Q4 202032
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2840.00%0.02%0.04%Q2 2013Q4 202132
Simmons Bank 31310.13%0.34%0.67%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.04%0.14%Q1 2016Q3 202331
Kovitz Investment Group Partners, LLC 31310.02%0.12%0.28%Q1 2016Q3 202331
Coyle Financial Counsel LLC 1530.24%0.87%4.42%Q4 2013Q4 202131
TRUST CO OF VERMONT 3010.00%0.03%0.09%Q2 2014Q3 202331
Arete Wealth Advisors, LLC 2410.06%0.51%1.20%Q4 2013Q2 202331
Whitegate Investment Counselors, Inc. 3012.12%3.94%8.08%Q1 2014Q3 202331
WELLINGTON MANAGEMENT GROUP LLP 2920.00%0.03%0.05%Q4 2015Q3 202331
IFP Advisors, Inc 17140.04%0.13%0.28%Q4 2015Q3 202331
Essex Financial Services, Inc. 1650.08%0.26%0.45%Q1 2015Q3 202331
Nadler Financial Group, Inc. 31310.11%0.44%1.19%Q1 2016Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.11%0.26%0.56%Q1 2016Q3 202331
CULBERTSON A N & CO INC 31310.10%0.93%1.49%Q1 2016Q3 202331
McNamara Financial Services, Inc. 31310.54%1.85%5.72%Q1 2016Q3 202331
Asset Dedication, LLC 2650.02%0.09%0.94%Q4 2015Q3 202331
MYCIO WEALTH PARTNERS, LLC 1850.00%0.25%0.89%Q3 2015Q3 202331
Covenant Multifamily Offices, LLC 3010.01%0.31%1.28%Q4 2013Q3 202131
SEI INVESTMENTS CO 1610.00%0.00%0.01%Q1 2015Q3 202331
KWMG, LLC 2290.04%0.09%0.20%Q4 2014Q3 202331
Stearns Financial Services Group 30300.02%0.16%0.26%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.03%0.18%0.48%Q2 2013Q3 202030
FIRST MANHATTAN CO. LLC. 30300.00%0.01%0.03%Q2 2016Q3 202330
ARGI Investment Services, LLC 30300.02%0.03%0.07%Q3 2015Q4 202230
SECURITY NATIONAL BANK OF SO DAK 2820.33%0.64%0.82%Q1 2016Q3 202330
Haverford Trust Co 2810.01%0.02%0.06%Q2 2013Q3 202330
Ancora Advisors LLC 2910.02%0.15%0.77%Q2 2013Q3 202330
StrategIQ Financial Group, LLC 30300.13%0.23%0.38%Q2 2016Q3 202330
First Heartland Consultants, Inc. 2910.04%0.38%0.62%Q2 2013Q3 202330
Capital Directions Investment Advisors, LLC 1310.00%0.39%0.91%Q2 2013Q4 202230
WESPAC Advisors, LLC 1010.14%0.70%3.39%Q2 2013Q3 202330
SYNOVUS FINANCIAL CORP 30300.02%0.02%0.04%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.53%2.11%4.28%Q2 2016Q3 202330
MAI Capital Management 2280.02%0.06%0.15%Q4 2014Q3 202330
TRUIST FINANCIAL CORP 30300.01%0.23%0.31%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.12%0.20%0.48%Q1 2016Q3 202330
WOODMONT INVESTMENT COUNSEL LLC 1410.04%0.60%1.87%Q2 2013Q3 202330
DEUTSCHE BANK AG\ 2360.00%0.01%0.07%Q3 2013Q3 202329
Newman Dignan & Sheerar, Inc. 29290.01%0.11%0.17%Q3 2016Q3 202329
Jackson, Grant Investment Advisers, Inc. 2270.00%0.01%0.02%Q2 2016Q3 202329
NEXT Financial Group, Inc 16130.03%0.31%0.64%Q3 2014Q4 202129
American Trust Investment Advisors, LLC 2630.28%0.34%0.40%Q4 2014Q1 202229
STOCK YARDS BANK & TRUST CO 29290.03%0.06%0.14%Q3 2016Q3 202329
Laurel Wealth Advisors, Inc. 29290.13%0.70%2.52%Q4 2015Q4 202229
Winslow, Evans & Crocker, Inc. 29290.00%0.12%0.23%Q4 2013Q4 202029
Freestone Capital Holdings, LLC 2630.01%0.14%0.46%Q1 2016Q3 202329
Roundview Capital LLC 29290.09%0.23%0.36%Q3 2016Q3 202329
TOMPKINS FINANCIAL CORP 1810.00%0.16%0.31%Q1 2016Q4 202329
NewEdge Advisors, LLC 29290.05%0.21%0.74%Q3 2016Q3 202329
PATHSTONE FAMILY OFFICE, LLC 1510.00%0.68%2.68%Q2 2013Q3 202329
AllSquare Wealth Management LLC 29290.01%0.34%0.58%Q3 2016Q3 202329
WEALTHCARE CAPITAL MANAGEMENT LLC 2810.00%0.01%0.02%Q2 2013Q1 202129
BAKER BOYER NATIONAL BANK 2010.20%0.68%1.20%Q2 2013Q3 202329
Cornerstone Wealth Management, LLC 2510.10%0.27%0.48%Q1 2016Q3 202329
Cornerstone Advisors, Inc. 29290.64%2.76%12.15%Q3 2013Q3 202029
Roble, Belko & Company, Inc 29290.00%0.53%1.03%Q3 2016Q3 202329
UMB Bank, n.a. 2180.01%0.02%0.06%Q3 2015Q3 202329
Baystate Wealth Management LLC 2810.00%0.03%0.12%Q2 2013Q3 202329
Catalyst Capital Advisors LLC 29291.73%5.44%8.63%Q3 2016Q3 202329
APPLETON PARTNERS INC/MA 28280.03%0.04%0.08%Q1 2017Q4 202328
FIRST UNITED BANK & TRUST 28280.32%0.77%1.40%Q4 2016Q3 202328
LS Investment Advisors, LLC 2710.00%0.00%0.01%Q4 2013Q1 202228
Keel Point, LLC 28280.15%1.55%5.05%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.39%1.08%1.80%Q4 2016Q3 202328
Bison Wealth, LLC 28280.06%0.24%0.38%Q4 2016Q3 202328
Aveo Capital Partners, LLC 28280.26%0.47%0.76%Q4 2016Q3 202328
V Wealth Advisors LLC 2170.09%0.35%1.08%Q2 2016Q2 202328
Capital Analysts, LLC 28280.01%0.02%0.08%Q4 2016Q3 202328
Peak Asset Management, LLC 17110.08%0.32%0.64%Q4 2014Q3 202328
Probity Advisors, Inc. 1820.21%0.25%0.29%Q2 2016Q3 202328
Strategic Wealth Partners Group, LLC 1360.02%0.25%1.68%Q2 2016Q3 202328
HSBC HOLDINGS PLC 1260.00%0.02%0.09%Q1 2013Q3 202328
Greytown Advisors Inc. 28283.56%4.11%4.91%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.17%0.33%0.58%Q1 2016Q4 202228
Bath Savings Trust Co 2530.02%0.31%0.60%Q2 2013Q3 202328
Carnegie Capital Asset Management, LLC 28280.03%0.04%0.05%Q4 2016Q3 202328
BURNEY CO/ 28280.02%0.02%0.05%Q1 2015Q4 202128
BNP PARIBAS FINANCIAL MARKETS 1010.00%0.02%0.15%Q3 2015Q3 202328
MILLENNIUM MANAGEMENT LLC 1010.00%0.00%0.01%Q2 2014Q3 202328
IHT Wealth Management, LLC 28280.00%0.13%0.18%Q4 2016Q3 202328
WINTRUST INVESTMENTS LLC 1820.16%0.52%1.16%Q2 2016Q3 202328
REDW Wealth LLC 28280.23%0.70%1.88%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.05%0.15%0.25%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.01%0.20%0.47%Q4 2016Q3 202328
Voya Financial Advisors, Inc. 28280.02%0.29%0.62%Q1 2015Q4 202128
Homrich & Berg 28280.03%0.12%0.27%Q4 2014Q3 202128
Betterment LLC 28280.01%0.04%0.08%Q4 2016Q3 202328
Thomasville National Bank 2710.01%0.07%0.08%Q1 2015Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.03%0.25%0.54%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.04%0.35%1.09%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.31%1.57%3.03%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.15%0.29%0.53%Q4 2016Q3 202328
Millburn Ridgefield Corp 28282.01%7.63%13.95%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.99%1.41%2.11%Q4 2016Q3 202328
First Command Financial Services, Inc. 27270.01%0.30%3.00%Q4 2016Q2 202327
Bryn Mawr Capital Management, LLC 2340.08%0.25%0.35%Q4 2016Q3 202327
Gilbert & Cook, Inc. 27270.03%0.14%0.32%Q4 2016Q2 202327
AE Wealth Management LLC 27270.04%0.11%0.29%Q1 2017Q3 202327
BOYS ARNOLD & CO INC 16110.15%0.22%0.39%Q2 2013Q1 202027
Legacy Private Trust Co. 1440.05%0.30%1.29%Q2 2013Q3 202327
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2610.06%0.45%0.86%Q4 2016Q3 202327
Koshinski Asset Management, Inc. 27270.10%0.66%1.32%Q1 2017Q3 202327
Fusion Family Wealth LLC 27273.03%6.48%9.23%Q1 2017Q3 202327
CHILTON CAPITAL MANAGEMENT LLC 27270.04%0.31%0.42%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.16%0.25%0.34%Q2 2013Q4 201927
SILVERCREST ASSET MANAGEMENT GROUP LLC 1410.00%0.00%0.00%Q2 2016Q3 202327
Asset Planning Services, Ltd. 27270.56%1.14%2.00%Q2 2015Q4 202127
Pacific Center for Financial Services 2430.02%0.03%0.04%Q4 2016Q3 202327
TWIN FOCUS CAPITAL PARTNERS, LLC 27270.17%0.30%0.51%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.05%0.20%1.44%Q1 2017Q3 202327
AJ WEALTH STRATEGIES, LLC 27270.04%0.73%1.53%Q4 2016Q2 202327
Global Retirement Partners, LLC 2070.28%0.68%1.40%Q4 2016Q3 202327
ATWOOD & PALMER INC 2520.00%0.01%0.05%Q3 2014Q2 202327
First Command Bank 27270.02%0.31%3.00%Q4 2016Q2 202327
Hanson & Doremus Investment Management 27270.01%0.01%0.02%Q1 2017Q3 202327
CLIFFORD SWAN INVESTMENT COUNSEL LLC 27270.04%0.05%0.06%Q1 2017Q3 202327
Tower Research Capital LLC (TRC) 710.00%0.19%0.78%Q2 2013Q3 202327
Meridian Wealth Management, LLC 27270.16%0.30%0.46%Q1 2017Q3 202327
CPWM, LLC 2340.03%0.12%0.25%Q3 2015Q3 202227
FISHMAN JAY A LTD/MI 27270.70%1.13%1.66%Q1 2017Q3 202327
EP Wealth Advisors, LLC 27270.01%3.21%7.46%Q1 2017Q3 202327
PETTYJOHN, WOOD & WHITE, INC 27270.08%0.14%0.20%Q1 2017Q3 202327
Crestwood Advisors Group, LLC 27270.01%0.13%0.20%Q1 2017Q3 202327
Plancorp, LLC 15120.02%0.08%0.18%Q4 2016Q3 202327
1834 INVESTMENT ADVISORS CO 2340.00%0.03%0.07%Q2 2014Q2 202227
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1410.02%0.04%0.07%Q4 2014Q4 202227
BRYN MAWR TRUST Co 26260.01%0.03%0.05%Q2 2017Q3 202326
Gradient Investments LLC 810.00%0.00%0.01%Q4 2013Q3 202326
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 26260.00%0.01%0.01%Q2 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.36%0.48%0.95%Q4 2016Q1 202326
Cerity Partners LLC 2510.02%0.09%0.23%Q1 2017Q3 202326
OneDigital Investment Advisors LLC 26260.00%0.14%0.19%Q2 2017Q3 202326
Bogart Wealth, LLC 26260.01%0.26%5.73%Q2 2017Q3 202326
Horan Securities, Inc. 1880.16%1.32%4.01%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.00%0.03%0.09%Q2 2013Q3 201926
PROVIDA PENSION FUND ADMINISTRATOR 1430.06%0.60%3.29%Q1 2016Q4 202226
Vivaldi Capital Management LP 2420.00%0.91%3.34%Q1 2017Q3 202326
JANUS HENDERSON GROUP PLC 26260.00%0.01%0.05%Q2 2017Q3 202326
OXFORD FINANCIAL GROUP, LTD. LLC 1970.09%0.18%0.50%Q4 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.38%0.48%0.59%Q2 2017Q3 202326
BECK MACK & OLIVER LLC 14120.01%0.01%0.01%Q1 2017Q3 202326
Founders Capital Management 13130.06%0.08%0.10%Q1 2017Q4 202326
Hudock, Inc. 26260.00%0.00%0.02%Q2 2016Q3 202226
Prospera Financial Services Inc 26260.00%0.08%0.24%Q2 2017Q3 202326
Neuberger Berman Group LLC 2510.00%0.00%0.00%Q4 2016Q3 202326
Kingsview Wealth Management, LLC 2060.02%0.18%0.70%Q1 2017Q3 202326
JT Stratford LLC 1450.11%0.26%0.50%Q4 2016Q3 202326
RFG Advisory, LLC 2150.03%0.07%0.20%Q1 2017Q3 202326
BB&T SECURITIES, LLC 26260.10%0.22%0.39%Q2 2013Q3 201926
Truepoint, Inc. 13120.02%0.07%0.10%Q4 2016Q3 202325
TIAA, FSB 25250.58%0.83%1.34%Q2 2017Q2 202325
FIRST MERCHANTS CORP 25250.34%0.58%0.99%Q3 2017Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.02%0.09%0.37%Q2 2013Q2 201925
DIMENSION CAPITAL MANAGEMENT LLC 2410.12%0.37%0.86%Q2 2017Q3 202325
M Holdings Securities, Inc. 1210.06%0.34%1.76%Q4 2013Q1 202325
Riverpoint Wealth Management Holdings, LLC 25250.14%0.25%0.56%Q3 2017Q3 202325
Grove Bank & Trust 25250.04%0.62%0.95%Q3 2017Q3 202325
Clearstead Advisors, LLC 25250.03%0.98%1.94%Q3 2017Q3 202325
Frontier Wealth Management LLC 1610.02%0.13%1.86%Q4 2015Q2 202225
Stockman Wealth Management, Inc. 25250.09%0.14%0.19%Q3 2017Q3 202325
Connecticut Wealth Management, LLC 1310.46%1.67%2.24%Q3 2016Q3 202325
MONETA GROUP INVESTMENT ADVISORS LLC 2410.00%0.64%1.59%Q3 2015Q3 202325
THOMPSON SIEGEL & WALMSLEY LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
First Personal Financial Services 25250.00%0.02%0.03%Q3 2017Q3 202325
Hirtle Callaghan & Co LLC 25250.00%0.07%0.14%Q3 2017Q3 202325
Jacobi Capital Management LLC 25250.00%0.02%0.05%Q3 2016Q3 202225
DIVIDEND ASSETS CAPITAL, LLC 25250.01%0.03%0.06%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.04%0.07%Q3 2017Q3 202325
Lee Financial Co 14110.00%0.10%0.41%Q4 2016Q3 202325
Norway Savings Bank 25250.05%0.07%0.10%Q4 2016Q4 202225
Burt Wealth Advisors 25250.23%0.35%0.57%Q4 2015Q4 202125
Motley Fool Wealth Management, LLC 2120.01%0.03%0.06%Q1 2017Q3 202325
ORRSTOWN FINANCIAL SERVICES INC 2140.03%0.52%3.62%Q4 2014Q1 202225
COURIER CAPITAL LLC 25250.23%0.32%0.42%Q3 2017Q3 202325
GREAT LAKES ADVISORS, LLC 25250.01%0.03%0.12%Q3 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.06%0.22%0.58%Q3 2017Q3 202325
Johnson Financial Group, LLC 2050.24%3.84%6.77%Q1 2017Q3 202325
GRIFFIN ASSET MANAGEMENT, INC. 25250.04%0.06%0.08%Q3 2017Q3 202325
STEPHENS INC /AR/ 2230.12%0.36%0.59%Q2 2013Q3 202325
Westside Investment Management, Inc. 1510.00%0.64%1.05%Q4 2016Q3 202325
Summit X, LLC 25250.01%0.16%0.30%Q2 2017Q2 202325
BRADLEY FOSTER & SARGENT INC/CT 13120.01%0.07%0.22%Q2 2017Q3 202325
Northstar Group, Inc. 25250.14%0.20%0.37%Q3 2017Q3 202325
KINGS POINT CAPITAL MANAGEMENT 2130.00%0.01%0.02%Q2 2014Q1 202224
Horizon Investments, LLC 2310.00%0.64%2.24%Q2 2013Q3 202324
Wills Financial Group, Inc. 24240.11%0.25%0.46%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.05%0.17%0.27%Q4 2017Q3 202324
Mosaic Family Wealth, LLC 1770.01%0.16%0.43%Q4 2015Q4 202124
Brickley Wealth Management 24240.27%0.84%1.48%Q4 2017Q3 202324
Ellenbecker Investment Group 24244.80%8.35%10.94%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.32%0.42%0.56%Q4 2017Q3 202324
INR ADVISORY SERVICES LLC 24245.11%5.89%6.52%Q2 2013Q1 201924
UNITED BANK 24240.09%0.20%0.50%Q4 2017Q3 202324
STEEL GROVE CAPITAL ADVISORS, LLC 24240.04%0.49%1.51%Q4 2017Q3 202324
Kendall Capital Management 24240.22%0.30%0.40%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.12%0.21%0.29%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.07%0.55%1.57%Q4 2017Q3 202324
Larson Financial Group LLC 24240.23%0.84%4.10%Q4 2017Q3 202324
Ironsides Asset Advisors, LLC 24240.07%0.23%0.63%Q2 2014Q1 202024
Chandler Asset Management, Inc. 24241.34%18.09%26.30%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.11%0.40%0.85%Q4 2017Q3 202324
Rossmore Private Capital 24241.05%1.50%3.21%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24241.47%1.65%1.84%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.21%0.57%Q4 2017Q3 202324
Sequoia Financial Advisors, LLC 830.01%0.07%0.17%Q4 2013Q3 202324
Independence Bank of Kentucky 24240.01%0.48%1.04%Q4 2017Q3 202324
Ballast, Inc. 24245.74%7.02%8.27%Q4 2017Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 24240.20%2.09%3.01%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24241.12%1.44%1.70%Q4 2017Q3 202324
SEGALL BRYANT & HAMILL, LLC 1440.01%0.01%0.02%Q1 2013Q2 202324
Financial Advocates Investment Management 24240.05%0.33%0.72%Q4 2017Q3 202324
Filament LLC 24240.08%0.11%0.14%Q2 2013Q1 201924
VISTA INVESTMENT MANAGEMENT 24240.50%0.76%1.36%Q4 2017Q3 202324
FIDUCIENT ADVISORS LLC 24240.86%7.64%12.48%Q4 2017Q3 202324
Intersect Capital LLC 1310.01%0.21%0.34%Q1 2015Q2 202224
VICUS CAPITAL 1860.04%0.29%0.91%Q3 2016Q3 202324
Global Trust Asset Management, LLC 24240.04%0.09%0.53%Q4 2017Q3 202324
Johanson Financial Advisors, Inc. 2040.22%0.47%0.72%Q4 2015Q4 202124
NTV ASSET MANAGEMENT LLC 1210.04%0.06%0.09%Q4 2016Q3 202324
AlphaStar Capital Management, LLC 24240.17%0.30%0.69%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.02%0.06%0.10%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.04%0.26%1.41%Q4 2017Q3 202324
BBR PARTNERS, LLC 2130.05%0.12%0.50%Q1 2016Q3 202324
Sowell Financial Services LLC 1020.12%0.46%1.35%Q4 2016Q3 202324
HARBOR ADVISORY CORP /MA/ 24241.09%2.29%3.34%Q4 2017Q3 202324
Front Row Advisors LLC 24240.16%0.20%0.25%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.07%0.69%1.57%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24241.16%1.58%2.32%Q4 2017Q3 202324
CHEMICAL BANK 24240.08%0.39%0.87%Q3 2013Q2 201924
FARMERS TRUST CO 24240.05%0.15%0.29%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.47%0.84%1.19%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.14%0.22%0.35%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.63%1.37%2.24%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.16%1.57%Q4 2017Q3 202324
WESCAP Management Group, Inc. 24240.35%1.47%2.67%Q4 2017Q3 202324
Acorns Advisers, LLC 1820.00%9.44%30.13%Q4 2016Q1 202324
COUNTRY TRUST BANK 2210.00%0.26%1.27%Q4 2015Q4 202324
PrairieView Partners, LLC 24242.83%3.33%3.65%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.04%0.08%0.11%Q4 2017Q3 202324
Radnor Capital Management, LLC 1810.37%0.48%0.68%Q4 2016Q3 202324
Relative Value Partners Group, LLC 1720.03%0.12%0.69%Q2 2017Q3 202324
Forefront Analytics, LLC 24240.27%0.67%1.37%Q4 2017Q3 202324
ARTHUR M. COHEN & ASSOCIATES, LLC 24240.12%0.19%0.30%Q4 2017Q3 202324
Heritage Trust Co 14100.00%0.13%0.55%Q3 2017Q3 202324
Cypress Wealth Services, LLC 24240.77%1.23%1.62%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24242.05%2.87%4.87%Q4 2015Q3 202124
FIRST NATIONAL BANK OF OMAHA 1710.02%0.11%0.21%Q2 2013Q3 202324
Cadence Bank 24240.40%1.06%1.85%Q4 2017Q3 202324
EVERGREEN CAPITAL MANAGEMENT LLC 23230.02%0.21%0.28%Q1 2018Q3 202323
Water Oak Advisors LLC 23238.59%14.20%18.46%Q1 2015Q3 202023
Simplicity Solutions, LLC 2210.02%0.17%0.57%Q4 2017Q3 202323
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q3 2016Q3 202323
DONALDSON CAPITAL MANAGEMENT, LLC 23230.01%0.06%0.16%Q4 2016Q2 202223
Pinion Investment Advisors, LLC 23230.49%1.30%2.67%Q1 2018Q3 202323
Doyle Wealth Management 23230.04%0.54%1.36%Q1 2017Q3 202223
First National Bank of Mount Dora, Trust Investment Services 1540.09%0.10%0.12%Q4 2017Q4 202323
American Investment Services, Inc. 23230.17%0.98%1.62%Q1 2018Q3 202323
Peninsula Wealth, LLC 23233.13%4.51%5.51%Q1 2018Q3 202323
THOMPSON DAVIS & CO., INC. 1580.00%0.22%0.74%Q1 2015Q3 202323
COMERICA SECURITIES INC 23230.32%0.70%1.05%Q2 2013Q4 201823
DeDora Capital, Inc. 1674.07%5.75%8.14%Q4 2017Q3 202323
SECURITY NATIONAL TRUST CO 13100.01%0.06%0.13%Q2 2013Q3 202123
Rockefeller Capital Management L.P. 23230.00%0.05%0.10%Q1 2018Q3 202323
FIDUCIARY TRUST CO 2210.01%0.02%0.05%Q2 2017Q3 202323
MGO ONE SEVEN LLC 2120.06%0.32%0.50%Q4 2017Q3 202323
Sheaff Brock Investment Advisors, LLC 1630.02%0.04%0.12%Q4 2015Q3 202323
Acropolis Investment Management, LLC 2010.13%0.74%1.15%Q3 2013Q3 202323
Relaxing Retirement Coach 23230.10%0.19%0.40%Q4 2017Q2 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.03%0.40%0.94%Q1 2018Q3 202323
MCF Advisors LLC 1210.00%0.01%0.02%Q3 2013Q3 202323
TIEDEMANN ADVISORS, LLC 2210.02%0.07%0.15%Q1 2017Q3 202323
GRIMES & COMPANY, INC. 1620.01%0.02%0.03%Q2 2015Q3 202323
Keystone Financial Group 2120.29%0.49%0.85%Q4 2017Q3 202323
AMG National Trust Bank 23230.04%0.24%0.76%Q1 2018Q3 202323
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1810.00%0.00%0.02%Q1 2015Q1 202223
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23230.12%0.52%0.85%Q2 2013Q4 201823
BDO Wealth Advisors, LLC 2210.00%0.44%1.02%Q2 2017Q2 202323
Aries Wealth Management 1762.38%3.28%3.95%Q4 2017Q3 202323
BTC Capital Management, Inc. 2110.22%0.25%0.30%Q1 2015Q3 202323
Segment Wealth Management, LLC 1940.04%0.07%0.09%Q4 2017Q3 202323
B & T Capital Management DBA Alpha Capital Management 1420.10%0.53%1.32%Q3 2013Q2 202023
PLANNING DIRECTIONS INC 23230.58%1.24%1.82%Q1 2018Q3 202323
MainStreet Investment Advisors LLC 1850.03%0.05%0.07%Q4 2017Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.29%0.47%0.67%Q2 2013Q4 201823
ATLAS CAPITAL ADVISORS LLC 23230.05%0.08%0.42%Q1 2018Q3 202323
HL FINANCIAL SERVICES LLC 1850.20%0.28%0.45%Q2 2013Q1 201923
CAMBRIDGE TRUST CO 1310.00%0.02%0.02%Q1 2017Q3 202323
Coe Capital Management, LLC 23230.13%0.44%0.58%Q4 2015Q2 202123
RAND WEALTH, LLC 22220.56%1.04%1.37%Q2 2013Q3 201822
Certified Advisory Corp 11110.03%0.49%1.03%Q4 2017Q3 202322
CX Institutional 22220.93%1.33%1.91%Q2 2018Q3 202322
PFG Advisors 1750.07%0.27%0.41%Q4 2017Q3 202322
Bouchey Financial Group Ltd 22220.06%3.27%6.01%Q2 2018Q3 202322
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 22220.01%0.03%0.07%Q3 2015Q4 202022
Carroll Financial Associates, Inc. 22220.00%0.05%0.12%Q3 2016Q4 202122
Dakota Wealth Management 22220.11%0.36%0.57%Q2 2018Q3 202322
FIRST MIDWEST BANK TRUST DIVISION 22220.05%0.11%0.24%Q3 2016Q4 202122
BRIDGES INVESTMENT MANAGEMENT INC 22220.04%0.08%0.10%Q2 2018Q3 202322
Trellis Advisors, LLC 22220.20%1.14%2.17%Q2 2018Q3 202322
Pathway Financial Advisors LLC 1480.79%1.59%2.84%Q4 2017Q3 202322
RiverGlades Family Offices LLC 1442.50%2.82%3.06%Q4 2017Q3 202322
WealthTrust Axiom LLC 1440.07%0.09%0.11%Q4 2017Q3 202322
Brand Asset Management Group, Inc. 22220.59%0.93%1.27%Q2 2018Q3 202322
Bedel Financial Consulting, Inc. 22220.06%0.12%0.26%Q1 2018Q2 202322
Belpointe Asset Management LLC 1820.04%0.15%0.28%Q3 2017Q3 202322
ALERUS FINANCIAL NA 1390.02%0.05%0.07%Q2 2016Q2 202222
StoneX Group Inc. 1930.14%1.05%2.89%Q2 2017Q3 202322
Fiduciary Trust Co International of Pennsylvania 1710.03%0.05%0.06%Q2 2013Q1 202022
BerganKDV Wealth Management, LLC 1340.00%0.02%0.09%Q1 2017Q2 202322
Tillar-Wenstrup Advisors, LLC 1221.27%2.66%4.07%Q1 2016Q4 202221
WALLER FINANCIAL PLANNING GROUP, INC 21211.82%2.09%2.85%Q4 2018Q4 202321
CONNING INC. 21210.02%0.07%0.09%Q3 2018Q3 202321
Barber Financial Group, Inc. 21210.16%0.43%1.28%Q4 2016Q4 202121
CYPRESS CAPITAL MANAGEMENT LLC 21210.11%0.16%0.21%Q3 2017Q3 202221
Elmwood Wealth Management, Inc. 1120.13%0.18%0.22%Q1 2018Q3 202321
West Oak Capital, LLC 21210.03%0.04%0.04%Q3 2018Q3 202321
PRUDENTIAL FINANCIAL INC 21210.00%0.00%0.01%Q3 2018Q3 202321
FORTE CAPITAL LLC /ADV 1410.18%0.55%1.01%Q2 2016Q3 202321
Providence Capital Advisors, LLC 21210.01%0.05%0.20%Q4 2017Q4 202221
FOUNDERS FINANCIAL SECURITIES LLC 21211.01%2.47%4.48%Q4 2013Q4 201821
PROFFITT & GOODSON INC 21210.03%0.27%0.62%Q3 2018Q3 202321
FIRST HAWAIIAN BANK 11100.01%0.07%0.09%Q2 2013Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.23%0.40%0.62%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.60%0.68%1.06%Q1 2015Q2 202021
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1740.19%0.27%0.36%Q4 2015Q3 202321
STALEY CAPITAL ADVISERS INC 1920.02%0.29%0.60%Q2 2018Q3 202321
NICOLET BANKSHARES INC 1290.02%0.09%0.19%Q3 2016Q3 202321
SeaCrest Wealth Management, LLC 1290.05%0.08%0.11%Q4 2017Q3 202321
PRIO WEALTH LIMITED PARTNERSHIP 1920.01%0.58%0.96%Q2 2018Q3 202321
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1920.14%0.42%1.19%Q2 2018Q3 202321
Asset Management Group, Inc. 21210.16%1.33%2.05%Q3 2018Q3 202321
River Wealth Advisors LLC 1830.02%0.10%0.14%Q2 2018Q3 202321
FRANKLIN RESOURCES INC 1410.00%0.00%0.03%Q1 2018Q3 202321
WASHINGTON TRUST Co 1560.00%0.02%0.07%Q2 2018Q3 202321
Accredited Investors Inc. 2010.06%1.22%3.83%Q1 2017Q3 202321
McGuire Investment Group, LLC 21210.11%0.25%0.77%Q3 2018Q3 202321
SRS Capital Advisors, Inc. 1010.00%1.21%2.40%Q4 2016Q3 202321
Parkside Advisors LLC 21210.11%1.49%2.71%Q4 2018Q4 202321
Resource Planning Group 21211.77%4.32%5.63%Q3 2018Q3 202321
Fieldpoint Private Securities, LLC 21210.12%0.71%1.01%Q2 2017Q2 202221
Pinnacle Bancorp, Inc. 2010.05%0.14%0.23%Q1 2017Q3 202321
LVW Advisors, LLC 1610.04%0.12%0.25%Q4 2014Q1 202221
C-J Advisory, Inc. 21211.67%2.02%2.30%Q3 2016Q3 202121
Canton Hathaway, LLC 21210.01%0.03%0.14%Q3 2018Q3 202321
Sand Hill Global Advisors, LLC 2010.02%0.31%0.54%Q4 2017Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.28%0.59%1.19%Q4 2017Q4 202221
FIRST BUSINESS FINANCIAL SERVICES, INC. 20200.08%0.12%0.16%Q4 2018Q3 202320
MA Private Wealth 20200.09%1.93%3.62%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.23%0.54%0.74%Q4 2018Q3 202320
Continuum Advisory, LLC 1510.14%0.65%0.99%Q1 2017Q3 202320
TPG Financial Advisors, LLC 20200.22%0.43%0.83%Q4 2018Q3 202320
HoyleCohen, LLC 20200.52%0.94%2.43%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Paradigm Financial Partners, LLC 20200.10%0.32%0.95%Q4 2018Q3 202320
Nelson Capital Management, LLC 20200.06%2.84%4.52%Q4 2018Q3 202320
Roof Eidam Maycock Peralta, LLC 20201.42%4.27%6.47%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20202.97%4.01%5.81%Q4 2018Q3 202320
Ironwood Wealth Management, LLC. 20200.00%0.17%0.58%Q4 2018Q3 202320
Archford Capital Strategies, LLC 760.00%0.08%0.25%Q3 2015Q4 202120
Gladstone Institutional Advisory LLC 20200.06%0.18%0.57%Q4 2018Q3 202320
Corrigan Financial, Inc. 910.07%0.15%0.23%Q4 2015Q1 202220
Private Portfolio Partners LLC 20201.19%1.45%1.78%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.07%0.45%1.16%Q4 2018Q3 202320
Conservest Capital Advisors, Inc. 20200.03%0.06%0.10%Q4 2018Q3 202320
Clear Perspective Advisors, LLC 1460.09%2.08%3.67%Q4 2016Q4 202120
MARSHALL FINANCIAL GROUP INC /ADV 20200.40%4.42%6.22%Q4 2018Q3 202320
TFG Advisers LLC 20200.32%0.45%0.56%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.33%0.47%0.67%Q4 2018Q3 202320
Crestone Asset Management LLC 1370.05%0.11%0.23%Q4 2016Q3 202320
MEANS INVESTMENT CO., INC. 20200.06%0.08%0.12%Q4 2018Q3 202320
Cribstone Capital Management, LLC 1640.00%0.04%0.06%Q2 2016Q4 202220
Compton Wealth Advisory Group, LLC 20201.54%4.01%6.57%Q4 2018Q3 202320
Columbus Macro, LLC 20200.38%0.75%1.26%Q4 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 202011.46%13.58%16.44%Q4 2018Q3 202320
Strategic Blueprint, LLC 20200.26%2.42%8.97%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.06%0.13%0.32%Q4 2018Q3 202320
CWA Asset Management Group, LLC 1330.04%0.23%0.40%Q1 2018Q3 202320
LAZARD ASSET MANAGEMENT LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.56%2.09%4.42%Q4 2018Q3 202320
WMS Partners, LLC 720.07%0.11%0.16%Q2 2013Q3 202320
SEARLE & CO. 1330.11%0.13%0.20%Q4 2017Q3 202320
Exchange Capital Management, Inc. 1730.04%0.11%0.17%Q1 2018Q3 202320
SigFig Wealth Management, LLC 20200.04%0.08%0.20%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20205.46%7.18%9.02%Q4 2018Q3 202320
Full Sail Capital, LLC 20200.17%0.53%1.04%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.21%0.42%0.77%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.90%1.24%1.51%Q4 2018Q3 202320
CITY HOLDING CO 1730.00%0.01%0.01%Q4 2016Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.02%0.04%0.10%Q1 2016Q4 202020
Wealthspire Advisors, L.P. 20200.61%0.94%1.57%Q4 2015Q3 202020
American Portfolios Advisors 20200.13%0.17%0.26%Q4 2017Q3 202220
Black Diamond Financial, LLC 20201.97%2.83%3.46%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%0.07%0.14%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.39%0.64%0.90%Q4 2018Q3 202320
CNB Bank 20200.02%0.04%0.10%Q4 2017Q3 202220
Elm Partners Management LLC 20200.79%1.51%2.33%Q4 2018Q3 202320
LexAurum Advisors, LLC 1550.09%0.34%0.80%Q4 2017Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.38%0.71%1.19%Q4 2018Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.34%0.64%1.30%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.01%0.02%Q3 2017Q2 202220
1832 Asset Management L.P. 20200.00%0.07%0.18%Q4 2018Q3 202320
CAMDEN NATIONAL BANK 20200.05%0.06%0.07%Q4 2018Q3 202320
CRA Financial Services, LLC 20202.48%3.29%4.84%Q4 2018Q3 202320
CARRET ASSET MANAGEMENT, LLC 1910.03%0.05%0.07%Q3 2018Q3 202320
HORAN CAPITAL MANAGEMENT 20200.08%0.17%0.25%Q2 2015Q1 202020
GRANDFIELD & DODD, LLC 1460.02%0.03%0.04%Q3 2018Q3 202320
Arkos Global Advisors 20201.35%2.23%3.33%Q4 2018Q3 202320
BAILARD, INC. 20200.03%0.06%0.22%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.10%0.18%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.89%1.03%1.43%Q4 2016Q3 202120
Stonehearth Capital Management, LLC 20200.20%5.50%7.78%Q1 2015Q4 201920
Global Strategic Investment Solutions, LLC 20200.24%1.02%2.15%Q4 2018Q3 202320
Abbrea Capital, LLC 20200.09%0.12%0.19%Q4 2018Q3 202320
MERIDIAN INVESTMENT COUNSEL INC. 1910.12%0.14%0.16%Q3 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.88%2.15%3.72%Q4 2017Q4 202220
Ellevest, Inc. 20200.42%2.14%2.41%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20204.04%6.25%8.62%Q2 2016Q1 202120
FIRST NATIONAL CORP /MA/ /ADV 20200.18%1.79%7.32%Q4 2018Q3 202320
Essex Savings Bank 20200.04%0.41%0.55%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20200.80%1.27%2.52%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.80%1.04%1.28%Q4 2018Q3 202320
FINANCIAL LIFE ADVISORS 1370.14%0.30%0.79%Q4 2017Q3 202320
Strategic Investment Advisors / MI 20200.56%1.00%2.47%Q4 2018Q3 202320
One Day In July LLC 20200.28%0.69%1.79%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.44%0.75%Q4 2018Q3 202320
Krilogy Financial LLC 1210.00%0.08%0.22%Q3 2016Q1 202320
WealthOne, LLC 20202.19%3.86%8.24%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.25%0.50%0.75%Q4 2018Q3 202320
Bay Harbor Wealth Management, LLC 20201.74%2.17%2.65%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.11%0.19%0.44%Q4 2018Q3 202320
Winch Advisory Services, LLC 1520.00%0.06%0.69%Q1 2014Q3 202320
JFG Wealth Management, LLC 20200.58%3.38%5.14%Q4 2018Q3 202320
Cable Hill Partners, LLC 1130.01%1.00%2.37%Q3 2016Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.27%0.49%0.96%Q4 2018Q3 202320
HIGHLAND CAPITAL MANAGEMENT, LLC 1910.02%0.10%0.19%Q3 2018Q3 202320
Portfolio Solutions, LLC 19190.03%0.15%0.22%Q1 2016Q3 202019
Archer Investment Corp 19190.01%0.09%0.12%Q1 2019Q3 202319
Wambolt & Associates, LLC 19190.07%0.19%0.40%Q4 2018Q2 202319
Paracle Advisors, LLC 19190.37%0.81%1.87%Q3 2016Q1 202119
PICTET ASSET MANAGEMENT LTD 19190.02%0.12%0.15%Q2 2015Q4 201919
BOENNING & SCATTERGOOD, INC. 19190.09%0.27%0.48%Q2 2018Q4 202219
Sepio Capital, LP 19190.17%0.53%1.11%Q1 2019Q3 202319
TSFG, LLC 19190.04%0.09%0.18%Q1 2019Q3 202319
MONTAG A & ASSOCIATES INC 19190.04%0.61%1.21%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.49%0.74%0.99%Q1 2019Q3 202319
Graves Light Lenhart Wealth, Inc. 19190.08%0.16%0.34%Q1 2019Q3 202319
Principle Wealth Partners LLC 1270.18%0.92%3.14%Q4 2018Q3 202319
Altium Wealth Management LLC 19190.17%0.75%1.20%Q4 2017Q2 202219
Joseph P. Lucia & Associates, LLC 19190.23%1.08%1.60%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.70%1.37%2.23%Q2 2013Q4 201719
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
TOWNSQUARE CAPITAL LLC 1450.01%0.03%0.05%Q4 2018Q3 202319
Private Capital Group, LLC 19190.73%1.31%1.70%Q4 2017Q2 202219
COMERICA SECURITIES,INC. 19190.26%0.49%0.85%Q1 2019Q3 202319
Sharkey, Howes & Javer 1610.05%0.11%0.18%Q1 2015Q4 202019
NEW ENGLAND ASSET MANAGEMENT INC 19190.04%0.18%0.76%Q1 2019Q3 202319
Sound Income Strategies, LLC 1110.00%0.01%0.07%Q4 2017Q2 202319
HANSEATIC MANAGEMENT SERVICES INC 1180.00%1.92%7.55%Q2 2017Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.01%0.73%1.40%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.04%0.78%4.54%Q4 2018Q2 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.06%0.08%Q3 2018Q3 202319
NATIONAL PLANNING CORP 19190.50%0.93%2.29%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19190.98%1.45%1.67%Q2 2013Q4 201719
TRUST DEPARTMENT MB FINANCIAL BANK N A 1810.00%0.05%0.31%Q4 2013Q1 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Nuveen Asset Management, LLC 1090.00%0.01%0.02%Q3 2018Q3 202319
Ferris Capital, LLC 1630.24%0.33%0.50%Q2 2017Q1 202219
RDA Financial Network 19190.10%0.31%0.76%Q1 2019Q3 202319
Schwab Charitable Fund 19190.02%0.15%0.43%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19192.08%2.97%4.32%Q1 2019Q3 202319
Schoolcraft Capital LLC 19190.40%1.18%2.87%Q1 2019Q3 202319
WP Advisors, LLC 1040.02%1.82%10.41%Q2 2018Q3 202319
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.02%0.32%0.42%Q4 2014Q3 202219
GenTrust, LLC 1540.04%0.55%0.86%Q2 2017Q3 202319
BURNS J W & CO INC/NY 19190.16%0.64%1.02%Q2 2015Q4 201919
SAGE RHINO CAPITAL LLC 19193.32%3.85%4.67%Q1 2019Q3 202319
Cranberry Lake Advisors LLC 19195.03%8.48%14.48%Q2 2013Q4 201719
GREAT VALLEY ADVISOR GROUP, INC. 19190.07%0.53%0.92%Q1 2019Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.10%0.70%1.00%Q4 2018Q3 202319
Capital Asset Advisory Services LLC 1630.00%0.29%0.91%Q4 2016Q3 202319
Integrated Investment Consultants, LLC 1110.07%0.16%0.28%Q1 2016Q3 202319
Family Firm, Inc. 19190.10%0.27%0.42%Q1 2019Q3 202319
US FINANCIAL ADVISORS, LLC 1270.03%3.68%6.28%Q4 2014Q3 202319
Financial Insights, Inc. 1810.72%1.13%1.63%Q4 2018Q3 202319
Hilltop Holdings Inc. 1720.03%0.21%0.53%Q1 2018Q1 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.17%0.38%1.11%Q1 2019Q3 202319
Semmax Financial Advisors Inc. 1710.09%1.00%1.58%Q4 2018Q3 202318
SVB WEALTH LLC 18180.09%0.20%0.39%Q2 2019Q3 202318
Litman Gregory Wealth Management LLC 1320.00%0.02%0.06%Q1 2018Q3 202318
Smith & Howard Wealth Management, LLC 18180.18%1.81%2.72%Q2 2019Q3 202318
EXENCIAL WEALTH ADVISORS, LLC 810.01%0.19%0.40%Q1 2013Q3 202318
Frisch Financial Group, Inc. 18180.10%2.75%4.85%Q4 2018Q1 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.05%0.31%0.63%Q1 2015Q2 201918
RELIANCE TRUST CO OF DELAWARE 1170.12%0.16%0.21%Q2 2013Q1 201918
Vectors Research Management, LLC 18180.08%0.47%1.02%Q3 2018Q4 202218
PARK AVENUE SECURITIES LLC 1410.02%0.18%0.42%Q2 2017Q3 202318
Redwood Investment Management, LLC 640.58%0.95%1.40%Q4 2017Q3 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
WEALTHFRONT Corp 1710.00%1.01%1.50%Q1 2014Q3 201818
Arden Trust Co 18180.07%0.11%0.18%Q2 2019Q3 202318
DELTA FINANCIAL ADVISORS LLC 18180.41%0.65%1.67%Q2 2019Q3 202318
RHS Financial, LLC 1440.16%0.23%0.29%Q1 2019Q3 202318
Heritage Wealth Advisors 18180.00%0.04%0.06%Q2 2019Q3 202318
Mirador Capital Partners LP 1110.05%0.33%0.70%Q2 2017Q4 202218
BANCORPSOUTH INC 18180.23%0.29%0.39%Q2 2013Q3 201718
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.14%0.40%0.50%Q1 2019Q3 202318
Tranquility Partners, LLC 18180.30%0.43%0.61%Q2 2019Q3 202318
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1040.00%0.00%0.01%Q2 2013Q2 202218
NewFocus Financial Group, LLC 18180.22%0.72%1.87%Q3 2016Q4 202018
FIFTH THIRD SECURITIES, INC. 810.17%0.50%0.97%Q1 2016Q3 202318
Nikulski Financial, Inc. 1260.14%0.19%0.23%Q3 2018Q3 202318
Greenwich Wealth Management LLC 1440.11%0.21%0.41%Q1 2016Q3 202318
Global X Management CO LLC 18180.01%0.02%0.10%Q2 2013Q3 201718
TRAIN BABCOCK ADVISORS LLC 1710.45%0.64%1.03%Q2 2013Q4 201718
B. Riley Wealth Management, Inc. 840.01%0.34%0.77%Q1 2014Q2 202218
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
CAHILL FINANCIAL ADVISORS INC 1410.08%0.32%0.51%Q2 2018Q3 202318
Aptus Capital Advisors, LLC 18180.01%0.04%0.11%Q2 2019Q3 202318
Trust Co 1120.00%0.14%0.66%Q1 2016Q3 202318
STRATEGIC CAPITAL ADVISERS, INC. 990.22%0.27%0.31%Q4 2017Q2 202218
Rex Capital Advisors, LLC 18180.45%0.54%0.65%Q3 2018Q4 202218
Ruggie Capital Group 1311.27%3.55%5.16%Q4 2014Q3 201918
Intelligence Driven Advisers, LLC 1080.10%2.12%4.76%Q1 2019Q3 202318
Willow Creek Wealth Management Inc. 18180.07%0.13%0.22%Q2 2019Q3 202318
BigSur Wealth Management LLC 1530.10%0.20%0.44%Q4 2016Q2 202218
MEEDER ASSET MANAGEMENT INC 1710.00%0.02%0.07%Q4 2018Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.29%1.07%1.32%Q2 2013Q3 201718
CreativeOne Wealth, LLC 1080.71%1.10%1.73%Q1 2018Q3 202318
Commonwealth Equity Services, Inc 18180.25%0.39%0.49%Q2 2013Q3 201718
TAP Consulting, LLC 1710.15%0.54%1.93%Q1 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.16%0.23%0.35%Q2 2013Q3 201718
Truvestments Capital LLC 1120.00%0.75%2.44%Q2 2018Q3 202318
UNITED BANK, INC. 18180.12%0.15%0.27%Q2 2013Q3 201718
McAdam, LLC 1530.03%0.42%0.65%Q1 2018Q3 202318
Mascoma Wealth Management LLC 1210.00%0.72%2.62%Q4 2016Q3 202318
Kohmann Bosshard Financial Services, LLC 18180.16%3.65%6.48%Q2 2019Q3 202318
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 18180.26%1.37%3.01%Q2 2019Q3 202318
MD Financial Management Inc. 17172.38%5.47%6.96%Q4 2017Q4 202117
CIBC BANK USA 17170.09%0.69%1.57%Q4 2015Q4 201917
PDS Planning, Inc 17170.14%0.97%1.33%Q3 2019Q3 202317
Tolleson Wealth Management, Inc. 17170.08%0.11%0.15%Q3 2019Q3 202317
IFG Advisors, LLC 17171.29%1.50%1.91%Q3 2019Q3 202317
Modus Advisors, LLC 17170.19%1.26%1.58%Q4 2019Q4 202317
HNP Capital LLC 17170.09%0.37%0.97%Q4 2018Q4 202217
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.08%0.14%Q2 2017Q2 202117
Rain Capital Management, LLC 17170.02%0.09%0.18%Q3 2019Q3 202317
Outlook Wealth Advisors, LLC 1520.20%0.37%0.51%Q1 2019Q3 202317
MOGY JOEL R INVESTMENT COUNSEL INC 1430.01%0.04%0.05%Q3 2016Q3 202317
McKinley Carter Wealth Services, Inc. 1610.01%0.12%0.23%Q1 2018Q3 202317
Wolff Financial Management LLC 1012.95%4.25%6.63%Q4 2018Q3 202317
Moors & Cabot, Inc. 910.02%0.07%0.16%Q2 2014Q4 202117
Day & Ennis, LLC 940.08%0.11%0.14%Q1 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.04%0.04%0.06%Q3 2019Q3 202317
RWA WEALTH PARTNERS, LLC 1430.01%0.02%0.04%Q1 2018Q3 202317
Farmers National Bank 1520.13%0.32%0.43%Q4 2014Q2 201917
Calamos Wealth Management LLC 17170.16%0.19%0.25%Q3 2019Q3 202317
Goodman Financial Corp 1250.14%0.27%0.40%Q3 2013Q4 201717
Miracle Mile Advisors, LLC 1410.02%1.15%1.70%Q1 2019Q3 202317
D L CARLSON INVESTMENT GROUP INC 17170.06%0.08%0.12%Q3 2019Q3 202317
TOEWS CORP /ADV 17170.03%0.08%0.21%Q3 2017Q3 202117
WFG Advisors, LP 17170.03%0.17%0.36%Q2 2013Q2 201717
Merit Financial Group, LLC 1610.04%0.06%0.09%Q1 2019Q3 202317
Cambria Investment Management, L.P. 610.00%0.69%1.75%Q4 2014Q4 202117
LAKE STREET ADVISORS GROUP, LLC 830.08%0.12%0.18%Q4 2017Q3 202317
Charles Schwab Trust Co 17171.04%1.32%1.62%Q3 2019Q3 202317
BKS ADVISORS, LLC 17170.20%0.25%0.29%Q1 2015Q1 201917
Horizon Kinetics 17170.01%0.01%0.02%Q4 2014Q4 201817
Madrona Financial Services, LLC 17171.24%2.79%4.55%Q1 2016Q1 202017
CADINHA & CO LLC 910.03%0.06%0.08%Q3 2013Q4 201917
iAB Financial Bank 17172.08%2.41%2.75%Q2 2013Q2 201717
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.21%0.63%1.92%Q4 2018Q3 202317
Laird Norton Wetherby Wealth Management, LLC 1410.01%0.05%0.08%Q2 2015Q3 202317
Baldrige Asset Management LLC 17173.02%3.83%5.19%Q1 2019Q1 202317
Cordant, Inc. 16160.00%0.71%1.98%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.53%0.91%2.32%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.02%0.02%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.02%Q2 2019Q3 202316
CIBC WORLD MARKET INC. 930.00%0.00%0.01%Q2 2013Q1 202016
Financial Engines Advisors L.L.C. 16160.00%0.02%0.05%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.04%0.10%0.38%Q4 2019Q3 202316
Pensionmark Financial Group, LLC 1510.09%0.30%0.48%Q4 2018Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.02%0.02%Q4 2019Q3 202316
Bridgeworth, LLC 810.03%0.07%0.10%Q1 2018Q3 202316
Investment Research & Advisory Group, Inc. 16160.43%1.14%4.38%Q4 2019Q3 202316
Gleason Group, Inc. 16160.92%1.17%1.55%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.47%6.14%9.93%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.51%0.63%0.74%Q4 2019Q3 202316
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 16160.03%0.05%0.08%Q4 2019Q3 202316
BLUESTEM FINANCIAL ADVISORS, LLC 161611.79%13.04%15.55%Q4 2019Q3 202316
Abacus Planning Group, Inc. 1510.12%2.19%3.70%Q2 2019Q3 202316
Column Capital Advisors, LLC 16160.09%4.31%5.29%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.25%0.60%Q4 2019Q3 202316
Gainplan LLC 16160.24%0.96%2.71%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.38%0.46%0.59%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16162.80%4.83%5.67%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.40%0.79%1.77%Q4 2019Q3 202316
LYELL WEALTH MANAGEMENT, LP 1240.06%0.10%0.14%Q1 2019Q3 202316
Beacon Pointe Advisors, LLC 16160.09%0.26%0.45%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.07%1.08%1.50%Q4 2019Q3 202316
DUBUQUE BANK & TRUST CO 1410.01%0.02%0.12%Q1 2014Q1 202016
Hummer Financial Advisory Services Inc 16162.02%2.22%2.50%Q4 2019Q3 202316
S.A. Mason LLC 16162.01%2.56%2.86%Q4 2019Q3 202316
Keeley-Teton Advisors, LLC 970.10%0.19%0.42%Q3 2019Q3 202316
Wealthspire Advisors, LLC 1510.01%1.02%1.36%Q4 2018Q3 202316
STEPH & CO 16161.10%3.60%4.27%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.01%0.12%0.97%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 1110.03%0.29%1.11%Q4 2018Q3 202316
Ranch Capital Advisors Inc. 16160.01%0.81%1.39%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.40%0.56%0.67%Q4 2019Q3 202316
Peterson Wealth Advisors, LLC 16160.14%0.76%1.09%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.07%0.11%0.18%Q4 2019Q3 202316
Heartwood Wealth Advisors LLC 16167.95%9.76%11.57%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.06%0.25%0.39%Q4 2019Q3 202316
GUYASUTA INVESTMENT ADVISORS INC 1240.02%0.04%0.06%Q1 2017Q3 202316
BALLAST ADVISORS LLC 16160.02%0.06%0.09%Q4 2019Q3 202316
Kathmere Capital Management, LLC 16161.07%2.08%3.34%Q4 2019Q3 202316
F3Logic, LLC 16160.01%0.26%1.16%Q1 2018Q4 202116
LWS Wealth Advisors, Inc. 16160.12%1.30%1.62%Q4 2019Q3 202316
Hanlon Investment Management, Inc. 16160.18%1.22%2.46%Q4 2019Q3 202316
Walkner Condon Financial Advisors LLC 16160.49%1.24%2.58%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.67%4.41%6.70%Q4 2019Q3 202316
Asset Allocation & Management Company, LLC 16160.25%1.34%4.24%Q4 2019Q3 202316
Valtinson Bruner Financial Planning LLC 16160.22%0.90%1.51%Q4 2019Q3 202316
America First Investment Advisors, LLC 16160.00%0.00%0.00%Q2 2013Q1 201716
NORTHWEST WEALTH MANAGEMENT, LLC 970.13%0.39%0.81%Q1 2018Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.04%0.05%0.06%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16161.22%1.66%1.98%Q2 2013Q1 201716
HOWARD WEALTH MANAGEMENT, LLC 16163.28%4.34%5.96%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.20%0.64%1.19%Q4 2019Q3 202316
Wade Financial Advisory, Inc 16160.60%1.25%1.50%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.08%0.93%1.47%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.09%0.13%Q4 2019Q3 202316
GILL CAPITAL PARTNERS, LLC 1510.17%1.08%1.70%Q4 2018Q4 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.95%12.62%27.45%Q4 2019Q3 202316
Waldron Private Wealth LLC 1150.01%0.17%0.29%Q4 2018Q3 202316
Disciplined Investments, LLC 16160.15%0.41%0.63%Q4 2019Q3 202316
Astoria Strategic Wealth, Inc. 16160.27%0.38%0.57%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16162.98%3.50%4.08%Q4 2019Q3 202316
Bell Bank 1240.05%0.09%0.17%Q3 2014Q3 202316
Element Wealth, LLC 16160.07%0.09%0.10%Q4 2019Q3 202316
WASHBURN CAPITAL MANAGEMENT, INC. 16160.73%3.63%5.98%Q4 2019Q3 202316
Aldebaran Financial Inc. 16160.17%0.21%0.32%Q1 2016Q4 201916
Concert Wealth Management Inc. 1510.07%0.13%0.24%Q2 2013Q2 201716
PACIFIC SUN FINANCIAL CORP 610.52%0.91%1.10%Q4 2017Q2 202316
Procyon Advisors, LLC 16160.23%0.93%1.59%Q4 2019Q3 202316
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 16160.00%0.02%0.12%Q4 2019Q3 202316
Benchmark Wealth Management, LLC 16164.23%4.84%5.38%Q4 2019Q3 202316
Aufman Associates Inc 161623.51%25.32%27.51%Q4 2019Q3 202316
Wealth Alliance 16160.50%0.89%1.29%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.00%2.23%2.69%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.25%1.18%2.29%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.10%0.59%0.76%Q4 2019Q3 202316
Rathbones Group PLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Efficient Market Advisors, LLC 16160.06%0.33%0.65%Q2 2013Q1 201716
HIGH POINT BANK & TRUST CO 15150.00%0.00%0.00%Q2 2013Q4 201615
Bank of Marin 15150.66%0.72%0.80%Q1 2020Q3 202315
KFA Private Wealth Group, LLC 15150.45%1.31%1.58%Q1 2020Q3 202315
Graypoint LLC 15150.07%0.25%0.40%Q1 2020Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.43%0.62%0.77%Q1 2017Q3 202015
INVESTMENT PARTNERS, LTD. 15150.58%1.17%1.53%Q1 2020Q3 202315
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 520.01%0.02%0.03%Q3 2015Q3 202315
BOSTON ADVISORS LLC 830.01%0.02%0.04%Q4 2014Q3 201915
ROSENBLUM SILVERMAN SUTTON S F INC /CA 15150.12%0.19%0.25%Q1 2020Q3 202315
CONNABLE OFFICE INC 15150.25%0.50%0.58%Q1 2020Q3 202315
BEESE FULMER INVESTMENT MANAGEMENT, INC. 15150.09%0.12%0.14%Q1 2020Q3 202315
CONGRESS ASSET MANAGEMENT CO /MA 730.00%0.00%0.00%Q2 2019Q3 202315
WADE G W & INC 640.01%0.12%0.27%Q4 2014Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.01%Q4 2013Q3 201915
SHEPHERD KAPLAN KROCHUK, LLC 1140.09%0.18%0.39%Q2 2019Q3 202315
CAPITAL ADVISORS INC/OK 1410.01%0.24%0.50%Q4 2018Q3 202315
Ziegler Capital Management, LLC 15150.02%0.02%0.04%Q1 2020Q3 202315
PHILLIPS FINANCIAL MANAGEMENT, LLC 15150.23%0.33%0.45%Q1 2020Q3 202315
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15150.00%0.04%0.29%Q1 2020Q3 202315
Marble Harbor Investment Counsel, LLC 15150.09%0.32%0.42%Q1 2020Q3 202315
AVIANCE CAPITAL MANAGEMENT, LLC 15150.13%0.20%0.25%Q3 2015Q1 201915
MSI Financial Services Inc 15150.07%0.41%0.75%Q2 2013Q4 201615
OLD NATIONAL BANCORP /IN/ 1230.01%0.01%0.02%Q1 2018Q3 202315
ROCKY MOUNTAIN ADVISERS, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
FIRST AMERICAN TRUST, FSB 1230.04%0.07%0.14%Q1 2017Q2 202115
Allianz Asset Management GmbH 1410.00%0.02%0.03%Q3 2015Q4 201915
SMITH, MOORE & CO. 15150.11%0.29%0.36%Q1 2020Q3 202315
Sutton Wealth Advisors Inc. 15150.12%0.47%0.67%Q1 2020Q3 202315
Vestcor Inc 15150.01%0.01%0.01%Q4 2019Q2 202315
Madden Advisory Services, Inc. 15150.73%0.89%1.53%Q1 2020Q3 202315
Gray Wealth Management Inc. 15153.44%3.75%3.98%Q1 2020Q3 202315
Jolley Asset Management, LLC 1140.05%0.09%0.20%Q4 2015Q1 202015
Whitnell & Co. 15150.01%0.02%0.02%Q2 2016Q4 201915
Circle Wealth Management, LLC 15150.13%0.22%1.08%Q1 2020Q3 202315
LifePlan Financial Group, Inc 1140.01%0.03%0.18%Q2 2013Q3 202015
JANICZEK WEALTH MANAGEMENT, LLC 910.00%0.01%0.04%Q2 2018Q3 202315
Vantage Investment Advisors, LLC 15150.00%0.02%0.03%Q4 2013Q2 201715
Permanens Capital L.P. 610.00%1.10%3.93%Q4 2015Q4 202115
S. R. Schill & Associates 15150.56%1.32%2.38%Q2 2016Q4 201915
Compass Ion Advisors, LLC 15150.22%0.59%1.46%Q1 2020Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.03%0.09%Q1 2020Q3 202315
Lido Advisors, LLC 910.00%0.05%0.28%Q1 2017Q3 202315
LGL PARTNERS, LLC 15150.19%0.41%0.59%Q3 2017Q1 202115
ARCADIA INVESTMENT MANAGEMENT CORP/MI 15150.01%0.01%0.02%Q1 2020Q3 202315
St. Louis Trust Co 15150.26%0.86%1.93%Q1 2020Q3 202315
WIMMER ASSOCIATES 1, LLC 1230.11%0.39%0.49%Q1 2017Q3 202115
OSAIC HOLDINGS, INC. 15150.28%0.35%0.44%Q1 2020Q3 202315
Advisor Group, Inc. 15150.12%0.28%0.40%Q2 2016Q4 201915
Armor Investment Advisors, LLC 1210.01%0.05%0.10%Q1 2019Q3 202315
Marietta Wealth Management, LLC 15151.14%1.85%2.87%Q1 2020Q3 202315
Mokosak Advisory Group, LLC 15151.15%1.29%1.46%Q1 2020Q3 202315
Axiom Financial Strategies, LLC 15152.76%5.56%11.00%Q1 2020Q3 202315
Prime Capital Investment Advisors, LLC 820.00%0.03%0.07%Q3 2019Q3 202315
Horst & Graben Wealth Management LLC 15150.08%0.10%0.13%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Wellspring Financial Advisors, LLC 15150.35%1.42%3.38%Q1 2020Q3 202315
Affinity Capital Advisors, LLC 15150.54%0.95%1.37%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.02%0.07%0.13%Q4 2019Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.04%0.09%Q1 2020Q3 202315
Elwood & Goetz Wealth Advisory Group, LLC 15150.18%0.70%1.05%Q1 2020Q3 202315
Seven Springs Wealth Group, LLC 15150.56%0.66%1.15%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.29%0.58%1.54%Q4 2019Q3 202315
Hardy Reed LLC 1320.72%1.18%2.00%Q4 2018Q1 202315
Asio Capital, LLC 15150.03%0.04%0.08%Q4 2019Q2 202315
Petix & Botte Co 1230.88%1.47%2.06%Q4 2019Q3 202315
Moser Wealth Advisors, LLC 1320.27%0.32%0.46%Q4 2019Q3 202315
Claro Advisors LLC 1410.10%0.61%0.87%Q4 2018Q3 202315
Apollon Wealth Management, LLC 15150.10%0.29%0.84%Q1 2020Q3 202315
Emerson Wealth, LLC 15150.96%9.12%14.16%Q4 2018Q2 202215
Ameraudi Asset Management, Inc. 15150.57%0.64%0.75%Q1 2020Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 1320.07%0.15%0.29%Q4 2019Q3 202315
Apella Capital, LLC 1230.18%0.36%0.59%Q1 2020Q4 202315
EPIQ Capital Group, LLC 1410.04%0.09%0.17%Q4 2019Q3 202315
Raab & Moskowitz Asset Management LLC 1310.01%0.27%0.36%Q4 2014Q4 201914
Magnus Financial Group LLC 860.22%0.52%0.78%Q4 2018Q3 202314
Clear Creek Financial Management, LLC 1040.14%0.32%0.46%Q1 2020Q3 202314
IEQ CAPITAL, LLC 1130.02%0.04%0.09%Q4 2019Q3 202314
FULTON BANK, N.A. 14140.02%0.06%0.07%Q3 2020Q4 202314
ETF Portfolio Partners, Inc. 14140.50%0.57%0.64%Q2 2020Q3 202314
AdvicePeriod, LLC 1220.11%0.24%0.39%Q4 2017Q2 202114
Shorepoint Capital Partners LLC 950.29%2.22%3.20%Q1 2020Q3 202314
HERON FINANCIAL GROUP, LLC 1222.76%3.37%3.97%Q4 2019Q2 202314
Avantax Planning Partners, Inc. 950.01%0.02%0.03%Q3 2017Q2 202314
Geneva Advisors, LLC 14140.01%0.08%0.33%Q1 2014Q2 201714
Total Clarity Wealth Management, Inc. 14140.16%1.11%2.97%Q2 2020Q3 202314
MOTCO 1310.00%0.00%0.00%Q4 2018Q3 202314
Ledyard National Bank 1310.01%0.02%0.04%Q3 2013Q4 201814
SG Americas Securities, LLC 510.00%0.03%0.11%Q2 2014Q4 201814
R. W. Roge & Company, Inc. 1040.14%0.27%0.85%Q4 2019Q3 202314
Royal Fund Management, LLC 14140.25%1.24%1.92%Q4 2016Q1 202014
Coastline Trust Co 1110.03%0.05%0.13%Q1 2019Q3 202314
XML Financial, LLC 14140.10%0.15%0.22%Q2 2020Q3 202314
SCOTIA CAPITAL INC. 14140.00%0.01%0.01%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.08%0.24%0.50%Q4 2019Q1 202314
Wealthquest Corp 1110.06%2.31%3.54%Q4 2018Q3 202314
CVA Family Office, LLC 14140.12%0.21%0.38%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.00%0.01%0.02%Q2 2020Q3 202314
L. Roy Papp & Associates, LLP 730.03%0.03%0.04%Q2 2019Q3 202314
Praetorian Wealth Management, Inc. 14142.24%2.95%3.24%Q2 2020Q3 202314
Windsor Wealth Management, Inc. 14140.08%0.24%0.61%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 810.21%0.35%0.52%Q4 2019Q3 202314
Live Oak Private Wealth LLC 14140.04%0.07%0.11%Q2 2020Q3 202314
Vision Capital Management, Inc. 14140.06%0.07%0.10%Q1 2020Q2 202314
CBIZ Investment Advisory Services, LLC 911.04%4.98%6.02%Q4 2019Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.01%0.03%0.13%Q2 2020Q3 202314
Vigilant Capital Management, LLC 920.00%0.01%0.02%Q2 2016Q4 202114
Wealthstreet Investment Advisors, LLC 14140.22%0.36%0.45%Q4 2017Q1 202114
VIRIDIAN RIA, LLC 1110.11%0.64%0.99%Q1 2018Q1 202214
Narwhal Capital Management 950.04%0.07%0.09%Q3 2016Q3 202114
Psagot Value Holdings Ltd. 14140.00%0.01%0.03%Q2 2013Q3 201614
Compass Financial Group, Inc. 14144.58%4.75%5.20%Q2 2020Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14140.46%4.38%7.07%Q2 2020Q3 202314
Randolph Co Inc 14143.13%3.36%3.64%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.62%0.73%0.90%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
Live Your Vision, LLC 1040.00%0.04%0.22%Q4 2014Q1 201914
BRINKER CAPITAL INC 14140.01%0.08%0.18%Q1 2017Q2 202014
Meristem Family Wealth, LLC 860.04%0.08%0.13%Q4 2017Q1 202214
Trilogy Capital Inc. 1130.00%0.12%0.67%Q1 2018Q3 202314
West Coast Financial LLC 1310.09%0.21%0.42%Q3 2018Q3 202314
Strategic Wealth Partners, Ltd. 1040.00%0.29%0.77%Q4 2017Q1 202214
Wellesley Investment Partners, LLC 810.06%0.09%0.15%Q4 2015Q4 201914
Capital Bank & Trust Co 1130.00%0.00%0.01%Q3 2017Q2 202114
Weatherstone Capital Management 910.06%0.41%0.66%Q2 2013Q4 201814
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202314
Global Financial Private Capital, Inc 14140.40%0.54%0.66%Q1 2017Q2 202014
Clarity Wealth Advisors, LLC 14142.15%3.59%4.13%Q2 2020Q3 202314
STATE STREET CORP 1110.00%0.00%0.01%Q4 2016Q3 202314
MONEYWISE, INC. 14140.75%0.98%1.14%Q2 2020Q3 202314
Covenant Asset Management, LLC 14140.04%0.07%0.09%Q2 2020Q3 202314
Financial Management Professionals, Inc. 14140.00%0.27%3.70%Q2 2020Q3 202314
DF DENT & CO INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Fernwood Investment Management, LLC 730.07%0.09%0.12%Q1 2019Q3 202314
EVERMAY WEALTH MANAGEMENT LLC 14140.08%0.28%0.77%Q2 2020Q3 202314
FC Advisory LLC 14140.12%0.19%0.27%Q3 2020Q4 202314
Cascade Investment Advisors, Inc. 1310.00%0.01%0.02%Q2 2019Q1 202314
LPWM LLC 14140.17%0.21%0.27%Q2 2020Q3 202314
FIRST CITIZENS BANK & TRUST CO 14140.01%0.03%0.04%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
Summit Financial, LLC 14140.04%0.38%0.70%Q2 2020Q3 202314
Ridgewood Investments LLC 14140.48%1.15%1.43%Q2 2020Q3 202314
Lokken Investment Group LLC 1212.12%2.66%3.14%Q1 2012Q3 202313
Kestra Advisory Services, LLC 13130.34%0.47%0.60%Q3 2020Q3 202313
Western Wealth Management, LLC 810.03%0.06%0.11%Q2 2019Q3 202313
Modera Wealth Management, LLC 13130.03%0.06%0.19%Q3 2020Q3 202313
McCutchen Group LLC 850.02%0.18%0.35%Q2 2013Q1 201713
Balentine LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Berman Capital Advisors, LLC 1210.04%0.06%0.09%Q4 2017Q3 202113
DAGCO, INC. 13130.17%0.64%2.07%Q3 2020Q3 202313
MATHER GROUP, LLC. 13130.01%0.04%0.10%Q3 2020Q3 202313
Elevated Capital Advisors, LLC 510.68%0.82%1.05%Q1 2019Q3 202313
Faithward Advisors, LLC 1030.00%0.00%0.00%Q1 2020Q3 202313
Truadvice, LLC 13130.20%0.55%1.39%Q3 2020Q3 202313
First Bank & Trust 13130.01%0.01%0.02%Q2 2019Q2 202213
Braun-Bostich & Associates Inc. 13130.43%1.27%2.15%Q4 2017Q4 202013
Northwest Capital Management Inc 1030.21%0.38%0.54%Q4 2019Q3 202313
Investors Capital Advisory Services 13130.34%0.43%0.58%Q2 2013Q2 201613
Stokes Family Office, LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
Jackson Hole Capital Partners, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Single Point Partners, LLC 611.77%2.38%2.71%Q4 2019Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.13%0.36%0.56%Q3 2020Q3 202313
EDMOND DE ROTHSCHILD HOLDING S.A. 1210.00%0.06%0.08%Q3 2015Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.08%0.14%0.18%Q2 2013Q2 201613
CCG WEALTH MANAGEMENT, LLC 760.15%0.94%2.15%Q4 2018Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.14%0.24%0.38%Q3 2020Q3 202313
GW&K Investment Management, LLC 610.00%0.00%0.01%Q3 2019Q3 202313
Institute for Wealth Management, LLC. 1110.03%0.04%0.06%Q1 2019Q3 202313
Salomon & Ludwin, LLC 610.02%0.17%0.46%Q4 2018Q3 202313
VSR Financial Services, Inc. 13130.07%0.86%1.03%Q2 2013Q2 201613
Vestmark Advisory Solutions, Inc. 13130.01%0.02%0.04%Q2 2020Q2 202313
Pacifica Partners Inc. 13130.01%0.03%0.05%Q4 2020Q4 202313
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1010.19%0.78%1.09%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.02%0.03%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.03%0.05%Q3 2020Q3 202313
USAdvisors Wealth Management, LLC 1210.25%1.25%2.24%Q2 2019Q3 202313
Founders Financial Alliance, LLC 13130.38%0.57%0.72%Q3 2020Q3 202313
Proficio Capital Partners LLC 1030.04%0.11%0.20%Q1 2017Q3 202313
Evolution Wealth Advisors, LLC 13131.80%3.57%6.90%Q3 2020Q3 202313
DT Investment Partners, LLC 13132.27%2.48%2.81%Q3 2020Q3 202313
SPINNAKER TRUST 1030.02%0.03%0.04%Q2 2013Q3 202313
PRINCETON CAPITAL MANAGEMENT LLC 760.02%0.29%0.95%Q2 2013Q3 201913
CGN Advisors LLC 13130.11%0.41%1.15%Q4 2020Q4 202313
BAHL & GAYNOR INC 13130.01%0.01%0.01%Q1 2015Q1 201813
BBVA USA Bancshares, Inc. 1120.01%0.02%0.06%Q2 2013Q1 202113
Blue Chip Partners, LLC 13130.05%0.07%0.08%Q4 2016Q4 201913
McLean Asset Management Corp 13130.62%0.97%2.07%Q4 2020Q4 202313
Cordasco Financial Network 1120.00%0.01%0.01%Q1 2014Q3 201913
Sonora Investment Management, LLC 720.00%0.00%0.01%Q1 2018Q3 202113
TFC Financial Management, Inc. 13130.37%0.51%0.61%Q3 2020Q3 202313
BINGHAM OSBORN & SCARBOROUGH LLC 610.02%0.03%0.04%Q2 2014Q3 202113
PACIFIC FINANCIAL GROUP INC 1110.05%0.40%1.19%Q4 2014Q4 202213
SYM FINANCIAL Corp 1010.00%0.01%0.02%Q4 2017Q3 202313
Key FInancial Inc 1210.01%0.04%0.09%Q1 2020Q3 202313
MANNING & NAPIER ADVISORS LLC 13130.00%0.01%0.04%Q3 2014Q3 201713
MITCHELL MCLEOD PUGH & WILLIAMS INC 12120.18%0.63%1.40%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.14%0.47%0.62%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.16%0.76%1.09%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.72%0.83%1.01%Q4 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.08%0.10%0.11%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.33%0.50%0.76%Q4 2020Q3 202312
Highland Private Wealth Management 12120.08%0.34%0.57%Q4 2019Q3 202212
Alliance Wealth Advisors, LLC 12120.70%1.70%2.05%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.57%0.78%1.11%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.86%1.18%1.72%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.64%0.81%1.02%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12120.16%0.42%0.79%Q4 2020Q3 202312
S&T BANK/PA 12120.19%0.21%0.22%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.12%0.15%0.17%Q4 2020Q3 202312
Red Wave Investments LLC 12123.78%4.10%4.36%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.14%0.23%0.34%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.43%1.01%1.44%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.10%0.15%0.27%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
BCK Partners, Inc. 121211.03%12.26%15.11%Q4 2020Q3 202312
CONSULTIVA WEALTH MANAGEMENT, CORP. 911.07%1.19%1.58%Q2 2019Q3 202312
Cohen Investment Advisors LLC 12120.33%0.39%0.49%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.52%0.86%1.14%Q4 2020Q3 202312
Proquility Private Wealth Partners, LLC 12121.71%3.26%4.09%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.09%0.14%0.20%Q4 2020Q3 202312
Wells Financial Advisors INC 12122.40%7.35%11.96%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.13%0.17%0.19%Q4 2020Q3 202312
Veery Capital, LLC 12120.37%0.79%1.04%Q4 2020Q3 202312
RIVERHEAD CAPITAL MANAGEMENT LLC 12120.17%0.19%0.22%Q4 2016Q3 201912
Neuburgh Advisers LLC 12120.13%0.14%0.15%Q4 2016Q3 201912
1900 WEALTH MANAGEMENT LLC 12120.07%0.13%0.19%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.27%0.37%0.43%Q4 2020Q3 202312
Elkfork Partners LLC 12120.17%0.19%0.21%Q4 2016Q3 201912
Meadow Creek Investment Management LLC 12120.17%0.18%0.21%Q4 2016Q3 201912
Colonial Trust Advisors 12120.00%0.12%0.22%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.12%0.12%0.14%Q4 2016Q3 201912
Johnson Bixby & Associates, LLC 12121.19%2.06%3.44%Q4 2020Q3 202312
Orin Green Financial, LLC 12121.42%2.12%2.71%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.11%0.13%0.17%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.07%0.22%0.38%Q4 2020Q3 202312
Beirne Wealth Consulting Services, LLC 12120.14%0.35%1.25%Q2 2020Q1 202312
Curran Financial Partners, LLC 12121.60%2.35%3.31%Q4 2020Q3 202312
Farmers & Merchants Trust Co of Chambersburg PA 12120.01%0.01%0.01%Q4 2016Q3 201912
Brown Financial Advisory 12127.86%10.73%12.59%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.20%0.35%0.49%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12121.39%2.04%2.52%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.68%0.81%1.05%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.73%1.98%3.37%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12123.39%3.90%4.27%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.48%4.51%5.52%Q4 2020Q3 202312
RITHOLTZ WEALTH MANAGEMENT 1110.03%0.04%0.04%Q4 2019Q3 202312
McCarthy Asset Management, Inc. 12120.04%0.27%0.35%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12122.28%2.82%3.32%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12124.95%8.44%9.81%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.00%0.32%2.11%Q2 2013Q1 201612
Frank, Rimerman Advisors LLC 12120.41%0.58%0.80%Q4 2020Q3 202312
Newton One Investments LLC 12122.12%2.79%3.66%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12121.10%2.31%3.97%Q4 2020Q3 202312
Avestar Capital, LLC 710.00%0.10%0.28%Q3 2018Q1 202212
Family Management Corp 610.00%0.02%0.05%Q2 2019Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.27%0.32%0.56%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.23%0.35%0.50%Q4 2020Q3 202312
Capital Planning LLC 12122.49%2.85%3.35%Q4 2020Q3 202312
Price Wealth, LLC 12120.01%1.09%4.75%Q4 2017Q3 202012
Octavia Wealth Advisors, LLC 12120.46%0.59%0.78%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.51%0.58%0.66%Q4 2020Q3 202312
CapWealth Advisors, LLC 1110.00%0.05%0.06%Q1 2015Q1 202012
Roth Financial Partners LLC 12121.61%2.47%3.50%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.30%0.50%1.29%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.23%0.35%0.46%Q4 2020Q3 202312
WIT, LLC 12121.80%3.33%4.48%Q4 2020Q3 202312
Aevitas Wealth Management, Inc. 12120.02%0.28%0.53%Q4 2017Q3 202012
Solitude Financial Services 12123.06%5.03%6.67%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.03%Q2 2013Q1 201612
Accel Wealth Management 12120.03%0.09%0.27%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12124.64%5.15%5.59%Q4 2020Q3 202312
Smith, Salley & Associates 1110.03%0.09%0.20%Q2 2014Q3 202312
Legacy Financial Group LLC 12126.42%8.66%11.23%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.12%0.15%0.20%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12121.29%2.29%4.04%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.06%0.27%0.72%Q4 2020Q3 202312
CALIBER WEALTH MANAGEMENT, LLC 12120.65%2.30%3.88%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.69%1.01%1.27%Q4 2020Q3 202312
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 12120.01%0.01%0.02%Q1 2013Q4 201512
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.33%0.42%0.52%Q4 2018Q3 202112
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.29%0.90%1.96%Q4 2020Q3 202312
Argent Advisors, Inc. 1110.13%0.16%0.20%Q4 2019Q1 202312
Berger Financial Group, Inc 12120.15%0.23%0.29%Q4 2020Q3 202312
Fullen Financial Group 12125.44%6.72%7.57%Q2 2020Q1 202312
KWB Wealth 12120.04%0.06%0.08%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.05%0.06%0.07%Q2 2013Q1 201612
ASSET PLANNING CORPORATION 12126.61%7.53%8.58%Q4 2020Q3 202312
HBW ADVISORY SERVICES LLC 1020.07%0.15%0.29%Q3 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.40%3.08%9.53%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.18%0.67%1.33%Q4 2020Q3 202312
ANDERSON HOAGLAND & CO 12120.38%0.53%0.68%Q4 2020Q3 202312
Cabot-Wellington, LLC 12122.40%5.38%8.04%Q4 2020Q3 202312
AlphaMark Advisors, LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.03%0.06%0.08%Q4 2020Q3 202312
Sterling Capital Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
Trinity Financial Advisors LLC 12121.29%9.49%33.22%Q4 2020Q3 202312
Mosaic Advisors LLC 12121.49%3.88%7.12%Q4 2020Q3 202312
Zeit Capital LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
MBE Wealth Management, LLC 1110.07%12.98%16.59%Q1 2020Q3 202312
High Note Wealth, LLC 12122.88%3.37%3.81%Q4 2020Q3 202312
Sound View Wealth Advisors Group, LLC 1110.06%0.11%0.15%Q2 2019Q3 202312
Golden State Wealth Management, LLC 930.10%0.14%0.24%Q1 2019Q1 202212
Fisher Asset Management, LLC 610.00%0.00%0.00%Q2 2018Q3 202312
WEST BANCORPORATION INC 840.01%1.25%2.05%Q4 2019Q3 202312
BALDWIN BROTHERS LLC/MA 1020.00%0.00%0.02%Q3 2016Q4 202312
WNY Asset Management, LLC 12120.05%0.19%0.30%Q4 2020Q3 202312
CERTUITY, LLC 1110.03%0.08%0.15%Q1 2020Q3 202312
Main Street Financial Solutions, LLC 12120.57%0.80%0.98%Q4 2020Q3 202312
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 12120.11%0.25%0.33%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.37%0.51%0.83%Q4 2020Q3 202312
MAIRS & POWER INC 12120.00%0.01%0.01%Q3 2013Q2 201612
IBERIABANK CORP 12120.03%0.10%0.26%Q3 2017Q2 202012
HighMark Wealth Management LLC 1020.01%0.02%0.04%Q4 2019Q3 202312
Advisor OS, LLC 1110.64%1.84%4.21%Q2 2020Q3 202312
EVOKE WEALTH, LLC 1110.01%0.02%0.03%Q3 2019Q3 202212
Lincoln Capital LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
Venturi Wealth Management, LLC 1010.03%0.32%2.55%Q4 2017Q3 202311
55I, LLC 11110.02%0.31%0.58%Q1 2020Q3 202211
Round Rock Advisors, LLC 830.17%0.36%0.50%Q4 2020Q3 202311
MBA Advisors LLC 11110.15%0.19%0.27%Q1 2021Q3 202311
MTM Investment Management, LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
Claybrook Capital, LLC 11110.02%1.09%1.62%Q4 2017Q2 202011
YorkBridge Wealth Partners, LLC 11110.03%0.07%0.13%Q4 2016Q2 201911
PFG Private Wealth Management, LLC 11110.01%0.59%2.17%Q1 2021Q3 202311
GoalVest Advisory LLC 831.99%3.09%4.98%Q4 2020Q4 202311
Zions Bancorporation, N.A. 11110.07%0.09%0.20%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.06%1.56%2.79%Q4 2020Q2 202311
Triangle Securities Wealth Management 1010.14%0.19%0.22%Q2 2013Q1 201611
SIMPLEX TRADING, LLC 210.00%0.01%0.05%Q1 2015Q1 202311
ARROW FINANCIAL CORP 11111.54%2.41%3.73%Q1 2021Q3 202311
Wagner Wealth Management, LLC 11110.01%0.02%0.06%Q1 2021Q3 202311
Summit Trail Advisors, LLC 830.02%0.06%0.14%Q4 2020Q3 202311
Diversified Trust Co 1010.01%0.03%0.07%Q4 2013Q4 202311
H&H Retirement Design & Management INC 830.36%1.92%4.98%Q1 2020Q4 202211
ACG Wealth 740.04%0.13%0.31%Q1 2017Q3 202211
High Falls Advisors, Inc 11110.10%0.15%0.20%Q4 2015Q2 201811
Mirae Asset Global Investments Co., Ltd. 720.01%0.12%0.47%Q1 2015Q1 202111
ADIRONDACK TRUST CO 11110.00%0.00%0.01%Q1 2021Q3 202311
CWS Financial Advisors, LLC 830.19%0.60%0.78%Q4 2020Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 11111.57%2.15%2.93%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.02%0.03%Q4 2020Q3 202311
Seven Post Investment Office LP 650.14%0.63%0.75%Q4 2020Q3 202311
Rikoon Group, LLC 810.06%0.08%0.11%Q1 2018Q1 202111
CARY STREET PARTNERS ASSET MANAGEMENT LLC 830.19%0.23%0.31%Q4 2020Q3 202311
Fi3 FINANCIAL ADVISORS, LLC 11113.86%4.44%5.18%Q1 2021Q3 202311
WealthPLAN Partners, LLC 510.00%0.22%0.50%Q2 2015Q4 202311
Evergreen Advisors, LLC 650.11%0.16%0.25%Q4 2018Q3 202111
Stratos Investment Management, LLC 920.06%0.09%0.12%Q3 2019Q3 202311
DAVIDSON INVESTMENT ADVISORS 11110.21%1.12%1.92%Q1 2021Q3 202311
FINANCIAL CONSULATE, INC 1010.16%0.23%0.32%Q4 2014Q4 201711
Ameritas Investment Company, LLC 11110.11%0.24%0.52%Q1 2019Q3 202111
Hoover Financial Advisors, Inc. 11110.70%1.09%1.60%Q4 2018Q2 202111
WESTPORT RESOURCES MANAGEMENT INC 11110.01%0.78%1.14%Q1 2014Q3 201611
Orion Capital Management LLC 1010.01%0.02%0.04%Q4 2020Q3 202311
Cornerstone Wealth Advisors, Inc. 11110.38%0.57%1.02%Q1 2021Q3 202311
Vista Private Wealth Partners. LLC 1010.41%0.65%0.89%Q4 2020Q3 202311
Nachman Norwood & Parrott, Inc 11113.52%3.88%4.12%Q4 2018Q2 202111
Benedetti & Gucer, Inc. 11111.30%1.67%2.19%Q1 2021Q3 202311
Spire Wealth Management 11110.04%0.06%0.07%Q1 2021Q3 202311
LOWE BROCKENBROUGH & CO INC 11110.02%0.02%0.03%Q1 2021Q3 202311
CT Financial Advisors LLC 1011.04%1.19%1.42%Q1 2014Q1 201711
SignalPoint Asset Management, LLC 11110.11%0.19%0.22%Q1 2021Q3 202311
RMB Capital Management, LLC 430.01%0.02%0.07%Q1 2018Q3 202311
Waterfront Wealth Inc. 11110.07%0.12%0.14%Q1 2021Q3 202311
Better Money Decisions, LLC 11114.28%5.92%7.07%Q1 2021Q3 202311
IMS Capital Management 11110.01%0.22%0.29%Q2 2017Q4 201911
Richard P Slaughter Associates Inc 11110.06%0.12%0.15%Q2 2021Q4 202311
Farmers & Merchants Trust Co of Long Beach 11110.08%0.10%0.12%Q2 2020Q4 202211
Geller Advisors LLC 1010.07%0.11%0.20%Q3 2014Q4 202111
Narus Financial Partners, LLC 740.99%1.32%2.42%Q4 2016Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1010.60%0.93%3.17%Q4 2020Q3 202311
Allegheny Financial Group LTD 1010.28%0.34%0.40%Q4 2020Q3 202311
Concord Wealth Partners 740.01%0.03%0.05%Q4 2020Q3 202311
Paragon Capital Management LLC 11110.12%0.16%0.22%Q1 2021Q3 202311
Ratio Wealth Group 921.02%1.36%1.69%Q4 2020Q3 202311
Financial Network Wealth Management LLC 11110.14%0.20%0.34%Q1 2021Q3 202311
Running Point Capital Advisors, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
PBMares Wealth Management LLC 11110.08%0.14%0.42%Q1 2021Q3 202311
Trexquant Investment LP 410.01%0.02%0.07%Q4 2019Q2 202311
Financial Partners Group, Inc 920.05%0.31%1.03%Q4 2017Q3 202111
Cornerstone Advisory, LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
4Thought Financial Group Inc. 11110.02%0.19%1.03%Q1 2021Q3 202311
GHP Investment Advisors, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
Personal Wealth Partners 830.04%0.17%0.24%Q2 2019Q1 202211
Alpha Omega Wealth Management LLC 11110.04%0.05%0.05%Q4 2016Q2 201911
Mariner Wealth Advisors-Cincinnati, LLC 740.03%0.04%0.06%Q4 2015Q3 201811
BCGM Wealth Management, LLC 920.11%0.14%0.19%Q4 2020Q3 202311
Lehman & Derafelo Financial Resources LLC 820.01%0.01%0.03%Q4 2019Q3 202210
ALBION FINANCIAL GROUP /UT 710.00%0.00%0.01%Q4 2020Q3 202310
SVA Wealth Management, LLC 910.08%0.13%0.17%Q4 2014Q4 202010
PATRON PARTNERS, LLC 10100.24%0.26%0.30%Q2 2021Q3 202310
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.07%0.08%0.11%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10100.04%0.14%0.35%Q2 2021Q3 202310
InterOcean Capital Group, LLC 730.01%0.01%0.02%Q4 2020Q3 202310
Morningstar Investment Management LLC 10100.43%0.57%0.76%Q1 2020Q2 202210
CITY NATIONAL BANK 10100.95%1.08%1.28%Q2 2013Q3 201510
Clear Perspectives Financial Planning, LLC 10100.10%0.16%0.23%Q4 2020Q1 202310
SENTINEL PENSION ADVISORS INC 640.05%0.19%0.73%Q4 2019Q3 202310
Derbend Asset Management 10100.16%0.24%0.32%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.03%0.05%0.12%Q2 2021Q3 202310
3D/L Capital Management, LLC 10100.07%0.13%0.16%Q1 2021Q2 202310
John W. Brooker & Co., CPAs 10100.02%0.13%0.25%Q2 2021Q3 202310
MONTAG & CALDWELL, LLC 10100.02%0.06%0.13%Q2 2021Q3 202310
Refined Wealth Management 10100.89%1.77%3.75%Q2 2021Q3 202310
Courage Miller Partners, LLC 640.09%0.10%0.11%Q4 2020Q3 202310
PECAUT & CO. 10100.01%0.12%0.20%Q2 2021Q3 202310
LMCG INVESTMENTS, LLC 10100.07%0.07%0.08%Q2 2013Q3 201510
Bank of New Hampshire 10100.19%0.23%0.32%Q2 2021Q3 202310
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 910.17%0.18%0.23%Q1 2020Q3 202310
Financial Enhancement Group LLC 10102.18%4.43%6.12%Q3 2016Q4 201810
SCHMIDT P J INVESTMENT MANAGEMENT INC 640.04%0.06%0.07%Q1 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
6 Meridian 10100.12%0.18%0.23%Q4 2017Q1 202010
Keeler Thomas Management LLC 610.25%0.66%1.28%Q3 2019Q4 202210
SMITH HAYES Advisers, Inc 820.05%0.16%0.26%Q2 2013Q1 201610
ROBINSON CAPITAL MANAGEMENT, LLC 510.02%0.02%0.04%Q4 2020Q3 202310
MidWestOne Financial Group, Inc. 10100.06%0.09%0.29%Q2 2021Q3 202310
First Bancorp, Inc /ME/ 912.65%2.97%3.16%Q1 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.02%0.03%0.04%Q1 2020Q2 202210
GPS Wealth Strategies Group, LLC 730.03%0.05%0.06%Q1 2021Q3 202310
Your Advocates Ltd., LLP 910.00%0.06%0.26%Q1 2020Q3 202310
1st Global Advisors, Inc. 10100.09%0.10%0.16%Q1 2015Q2 201710
Burleson & Company, LLC 10100.21%0.54%1.11%Q3 2020Q4 202210
Round Table Services, LLC 10100.08%0.21%0.53%Q2 2020Q3 202210
Stokes Capital Advisors, LLC 10100.13%0.45%0.78%Q4 2017Q1 202010
SIGNET FINANCIAL MANAGEMENT, LLC 310.02%0.04%0.07%Q4 2015Q4 202210
HARBOUR INVESTMENTS, INC. 640.15%0.24%0.34%Q1 2021Q3 202310
West Branch Capital LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Azimuth Capital Management LLC 820.04%0.06%0.07%Q3 2019Q1 202210
Ironwood Investment Counsel, LLC 510.05%0.13%0.67%Q4 2016Q3 202310
Zions Bancorporation 10100.01%0.01%0.02%Q4 2015Q1 201810
Buffington Mohr McNeal 510.04%0.04%0.05%Q1 2016Q1 202210
GSB Wealth Management, LLC 820.08%0.09%0.12%Q1 2021Q3 202310
Linscomb & Williams, Inc. 640.01%0.02%0.04%Q1 2021Q3 202310
SVB Investment Services Inc. 10100.59%1.09%1.68%Q4 2019Q1 202210
Selective Wealth Management, Inc. 430.02%0.15%0.27%Q2 2020Q4 202310
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 10100.22%1.39%3.21%Q2 2021Q3 202310
REGENTATLANTIC CAPITAL LLC 910.00%0.02%0.03%Q4 2014Q3 202210
ACAS, LLC 641.53%1.70%1.85%Q1 2021Q3 202310
INVERNESS COUNSEL LLC /NY/ 810.01%0.03%0.09%Q1 2018Q3 202210
PSI Advisors, LLC 910.02%0.03%0.08%Q4 2019Q3 202310
Pallas Capital Advisors LLC 10100.02%0.06%0.14%Q2 2021Q3 202310
TOCQUEVILLE ASSET MANAGEMENT L.P. 610.00%0.00%0.01%Q4 2013Q3 202310
BEACON INVESTMENT ADVISORY SERVICES, INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
BLUESTEIN R H & CO LLC 10100.02%0.05%0.10%Q2 2020Q3 202210
Leelyn Smith, LLC 520.00%0.01%0.05%Q4 2019Q4 202210
PENOBSCOT WEALTH MANAGEMENT 10100.38%0.44%0.54%Q2 2021Q3 202310
EPG Wealth Management LLC 520.02%0.04%0.05%Q4 2019Q3 202310
Almanack Investment Partners, LLC. 550.02%0.06%0.14%Q1 2017Q1 202210
Syverson Strege & Co 10100.00%0.01%0.02%Q4 2020Q1 202310
Eagle Bay Advisors LLC 10100.03%0.48%0.75%Q2 2021Q3 202310
LVZ, Inc. 10100.06%0.11%0.17%Q1 2016Q2 201810
FCG ADVISORS, LLC 610.06%0.16%0.58%Q4 2014Q2 202010
CSM Advisors, LLC 10100.02%0.41%0.72%Q2 2021Q3 202310
PINNACLE FINANCIAL PARTNERS INC 430.01%0.03%0.05%Q2 2019Q3 202310
Murphy Pohlad Asset Management LLC 320.15%0.23%0.53%Q2 2013Q4 201610
ASSET MANAGEMENT CORP /IL/ /ADV 10100.62%0.85%1.16%Q4 2020Q1 202310
True Link Financial Advisors, LLC 10100.05%0.87%2.06%Q4 2020Q1 202310
Omnia Family Wealth, LLC 10100.03%0.03%0.04%Q4 2016Q1 201910
Grandview Asset Management LLC 610.33%0.74%0.92%Q2 2019Q3 202310
ADVANTAGE INVESTMENT MANAGEMENT, LLC 710.01%0.01%0.02%Q2 2015Q3 201810
JTC Employer Solutions Trustee Ltd 10100.04%0.06%0.08%Q2 2021Q3 202310
Hefty Wealth Partners 10100.43%0.72%0.98%Q4 2015Q1 201810
Radnor Financial Advisors, LLC 810.53%1.03%2.35%Q4 2019Q3 20229
AGF INVESTMENTS INC. 810.00%0.00%0.01%Q4 2016Q1 20199
GoalFusion Wealth Management, LLC 996.48%7.05%7.68%Q4 2021Q4 20239
Clearstead Trust, LLC 990.02%0.08%0.13%Q3 2021Q3 20239
Douglass Winthrop Advisors, LLC 510.01%0.02%0.03%Q1 2015Q4 20209
WEST PACES ADVISORS INC. 990.00%0.01%0.02%Q3 2021Q3 20239
Roberts Wealth Advisors, LLC 993.38%3.56%3.98%Q3 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.53%0.64%0.74%Q4 2021Q4 20239
Versant Capital Management, Inc 720.00%0.01%0.03%Q3 2021Q4 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 542.47%3.06%3.39%Q2 2021Q3 20239
HYMAN CHARLES D 990.02%0.03%0.03%Q1 2018Q1 20209
Systelligence, LLC 990.12%0.62%2.54%Q1 2020Q1 20229
Realta Investment Advisors 540.00%0.06%0.16%Q1 2019Q3 20239
Kovitz Investment Group, LLC 630.02%0.02%0.02%Q2 2013Q4 20159
Leonard Rickey Investment Advisors P.L.L.C. 990.33%0.64%0.94%Q4 2017Q4 20199
Strategic Point Investment Advisors, LLC 990.05%0.09%0.11%Q4 2013Q4 20159
Newport Capital Group, LLC 610.10%0.19%0.25%Q4 2020Q2 20239
VERUS CAPITAL PARTNERS, LLC 720.19%0.34%0.51%Q4 2019Q3 20239
Well Done, LLC 410.01%0.04%0.05%Q1 2018Q3 20239
EASTERN BANK 540.02%0.05%0.17%Q3 2013Q4 20229
First National Bank of South Miami 990.01%0.01%0.01%Q4 2018Q4 20209
Constellation Wealth Advisors, LLC 990.10%0.25%0.38%Q3 2013Q3 20159
BW Gestao de Investimentos Ltda. 990.82%3.68%7.23%Q1 2015Q1 20179
IFG Advisory, LLC 810.03%0.13%0.40%Q2 2021Q3 20239
Avion Wealth 990.00%0.00%0.01%Q3 2021Q3 20239
Bridgewater Advisors Inc. 630.12%0.21%0.32%Q4 2013Q2 20229
Stewardship Financial Advisors, LLC 710.03%0.36%0.95%Q3 2018Q1 20219
Provident Wealth Management, LLC 720.01%0.01%0.02%Q2 2020Q3 20239
SAM Advisors, LLC 995.63%5.97%7.01%Q3 2021Q3 20239
All Terrain Financial Advisors, LLC 990.11%0.17%0.24%Q4 2017Q4 20199
Echo Wealth Management, LLC 993.52%5.59%8.10%Q4 2020Q4 20229
Human Investing LLC 510.00%0.04%0.09%Q4 2018Q3 20239
Traynor Capital Management, Inc. 990.10%0.12%0.15%Q3 2021Q3 20239
Wall Capital Group, Inc. 810.18%1.92%2.52%Q1 2017Q4 20229
Whelan Financial 9910.22%13.00%14.76%Q3 2021Q3 20239
Capital Advantage, Inc. 720.29%0.32%0.36%Q4 2018Q1 20219
FULLER & THALER ASSET MANAGEMENT, INC. 610.00%0.00%0.00%Q3 2020Q3 20239
True North Advisors, LLC 720.08%0.11%0.13%Q1 2021Q3 20239
Foundations Investment Advisors, LLC 610.01%0.09%0.65%Q2 2020Q3 20239
Peregrine Asset Advisers, Inc. 710.24%2.54%5.93%Q4 2016Q3 20239
RVW Wealth, LLC 720.00%0.03%0.04%Q3 2021Q4 20239
Agate Pass Investment Management, LLC 994.34%4.89%5.53%Q4 2021Q4 20239
Stanford Investment Group, Inc. 990.01%0.01%0.01%Q4 2014Q4 20169
MAGNOLIA CAPITAL ADVISORS LLC 420.21%1.63%4.01%Q4 2019Q2 20239
WBI INVESTMENTS, LLC 511.37%1.77%2.55%Q2 2020Q3 20239
Partnervest Advisory Services LLC 520.01%0.08%0.14%Q2 2013Q2 20199
SFMG, LLC 990.07%0.14%0.28%Q4 2013Q4 20159
HawsGoodwin Investment Management LLC 990.04%1.75%2.68%Q4 2019Q4 20219
Crewe Advisors LLC 810.00%1.73%3.43%Q1 2021Q3 20239
Gerber Kawasaki Wealth & Investment Management 540.02%0.02%0.03%Q2 2021Q3 20239
Csenge Advisory Group 710.02%0.04%0.11%Q2 2018Q3 20239
Professional Financial Advisors, LLC 990.01%0.02%0.02%Q3 2020Q3 20229
Beacon Financial Advisory LLC 990.21%0.46%0.56%Q3 2020Q3 20229
Aprio Wealth Management, LLC 630.06%0.13%0.21%Q2 2021Q3 20239
Dentgroup LLC 991.50%1.62%1.80%Q4 2021Q4 20239
Busey Bank 990.01%0.01%0.01%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 992.94%3.04%3.15%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.47%0.81%0.97%Q3 2021Q3 20239
Gs Investments, Inc. 990.02%0.03%0.04%Q3 2021Q3 20239
Capital Group Private Client Services, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
Lloyd Advisory Services, LLC. 990.00%0.00%0.00%Q1 2020Q1 20229
Birch Hill Investment Advisors LLC 990.02%0.03%0.03%Q3 2021Q3 20239
Wells Trecaso Financial Group, LLC 810.07%0.23%0.32%Q2 2020Q3 20239
U.S. Capital Wealth Advisors, LLC 990.54%0.65%0.74%Q3 2021Q3 20239
American Money Management, LLC 990.21%0.29%0.39%Q3 2021Q3 20239
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
DOHJ, LLC 990.33%1.88%2.94%Q3 2021Q3 20239
FIDELIS iM, LLC 990.58%0.92%1.49%Q3 2021Q3 20239
TRUEWEALTH LLC 990.00%0.21%0.74%Q2 2018Q2 20209
Cannell & Co. 810.01%0.02%0.13%Q1 2017Q3 20239
Pinnacle Summer Investments, Inc. 810.01%0.01%0.01%Q2 2013Q3 20159
Winfield Associates, Inc. 990.14%0.16%0.18%Q4 2013Q4 20159
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Riverview Capital Advisers, LLC 882.12%2.49%2.84%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.27%0.32%0.36%Q2 2013Q1 20158
EverSource Wealth Advisors, LLC 880.90%1.00%1.16%Q4 2021Q3 20238
Stephens Consulting, LLC 880.87%1.44%1.99%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 880.38%0.61%0.83%Q4 2019Q3 20218
Eagle Bluffs Wealth Management LLC 880.57%2.19%2.51%Q4 2021Q3 20238
Marshall Financial Group LLC 880.17%0.76%1.06%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.06%0.06%0.07%Q4 2021Q3 20238
MCMORGAN & CO LLC 880.65%2.11%3.85%Q2 2021Q1 20238
Ameritas Advisory Services, LLC 880.25%0.34%0.52%Q4 2021Q3 20238
Foster Group, Inc. 620.02%0.02%0.04%Q4 2020Q2 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.01%Q2 2019Q2 20238
Viewpoint Capital Management LLC 881.20%1.55%1.85%Q4 2021Q3 20238
SHEETS SMITH WEALTH MANAGEMENT 710.01%0.29%0.42%Q1 2013Q3 20238
Zhang Financial LLC 880.09%0.12%0.17%Q4 2021Q3 20238
Symmetry Partners, LLC 710.07%0.11%0.16%Q1 2018Q1 20208
PFS Partners, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Level Financial Advisors 880.07%0.08%0.11%Q4 2021Q3 20238
Asset Management Resources, LLC 880.54%1.90%8.27%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.02%0.04%0.09%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 880.02%0.03%0.03%Q1 2018Q4 20198
Morling Financial Advisors, LLC 880.10%0.13%0.16%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 881.40%1.53%1.67%Q4 2021Q3 20238
City State Bank 880.78%1.00%1.18%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.03%0.03%0.04%Q1 2017Q4 20188
HOHIMER WEALTH MANAGEMENT, LLC 410.08%0.18%0.36%Q4 2019Q3 20238
FIRST TRUST ADVISORS LP 710.00%0.01%0.01%Q2 2016Q3 20188
WARNER FINANCIAL, INC 881.58%1.70%1.86%Q4 2021Q3 20238
Boyd Wealth Management, LLC 880.31%0.54%1.09%Q4 2021Q3 20238
Polaris Wealth Advisory Group, LLC 530.01%0.02%0.03%Q1 2018Q3 20238
WealthStone, Inc. 880.23%0.38%0.51%Q2 2019Q1 20218
Bank Pictet & Cie (Europe) AG 880.07%0.08%0.09%Q4 2016Q3 20188
HALL CAPITAL MANAGEMENT CO INC 880.20%0.35%0.45%Q4 2021Q3 20238
MBL Wealth, LLC 710.06%0.08%0.14%Q1 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.18%0.26%0.38%Q4 2021Q3 20238
HB Wealth Management, LLC 880.22%0.25%0.28%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.22%0.51%1.41%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.64%0.68%0.73%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.32%0.66%1.03%Q3 2017Q2 20198
Frontier Asset Management, LLC 883.27%5.29%8.33%Q4 2021Q3 20238
Warwick Investment Management, Inc. 884.80%5.96%8.18%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.10%1.18%1.22%Q4 2021Q3 20238
Simply Money Advisors 710.01%2.24%2.82%Q2 2013Q1 20188
REGATTA CAPITAL GROUP, LLC 880.23%0.27%0.32%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.33%0.46%0.58%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
DHJJ Financial Advisors, Ltd. 710.10%0.13%0.15%Q1 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.11%0.33%Q4 2021Q3 20238
Financial Futures Ltd Liability Co. 882.11%3.14%4.41%Q4 2021Q3 20238
Family CFO Inc 880.36%0.45%0.55%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.20%0.48%0.80%Q4 2021Q3 20238
GDS Wealth Management 881.70%1.80%1.86%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.10%0.17%0.24%Q4 2021Q3 20238
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
Fingerlakes Wealth Management, Inc. 880.66%0.74%0.79%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
American Trust 882.24%3.20%4.26%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.58%0.70%0.92%Q4 2021Q3 20238
United Asset Strategies, Inc. 710.11%0.23%0.34%Q4 2013Q3 20178
5th Street Advisors, LLC 882.96%4.42%5.23%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Mystic Asset Management, Inc. 881.62%1.77%1.88%Q4 2021Q3 20238
PHILADELPHIA TRUST CO 880.03%0.04%0.04%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
CHURCHILL MANAGEMENT Corp 511.59%2.79%3.30%Q2 2018Q4 20218
Wick Capital Partners, LLC 880.24%0.67%1.10%Q4 2021Q3 20238
Ascent Group, LLC 880.28%0.36%0.45%Q4 2021Q3 20238
Wedmont Private Capital 880.65%0.78%0.89%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.33%0.53%0.61%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.30%0.38%0.51%Q4 2021Q3 20238
Security Financial Services, INC. 880.26%0.42%0.56%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.20%0.44%0.90%Q4 2021Q3 20238
LifePro Asset Management 710.07%0.14%0.30%Q3 2021Q3 20238
Jacobus Wealth Management, Inc. 880.47%0.52%0.56%Q4 2015Q3 20178
CABOT WEALTH MANAGEMENT INC 880.05%0.16%0.20%Q4 2020Q3 20228
Thrive Wealth Management, LLC 880.17%0.66%1.06%Q4 2021Q3 20238
Baron Financial Group, LLC 880.01%0.02%0.03%Q3 2020Q2 20228
OLD MISSION CAPITAL LLC 210.06%0.12%0.20%Q3 2017Q2 20228
AEGON USA Investment Management, LLC 880.48%0.54%0.63%Q2 2013Q1 20158
Transamerica Financial Advisors, Inc. 710.00%0.04%0.12%Q2 2013Q2 20158
Wilson & Boucher Capital Management, LLC 883.44%3.62%3.80%Q4 2021Q3 20238
O'Brien Greene & Co. Inc 880.12%0.14%0.16%Q2 2021Q1 20238
Operose Advisors LLC 880.02%0.19%0.35%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.01%0.10%0.42%Q4 2016Q1 20238
HILL ISLAND FINANCIAL LLC 888.55%9.15%10.00%Q4 2021Q3 20238
Kearns & Associates LLC 886.79%7.83%8.80%Q4 2021Q3 20238
Integrated Wealth Management 440.01%0.25%0.80%Q1 2015Q1 20178
Latigo Investments, LLC 883.27%3.72%4.30%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 881.22%1.37%1.61%Q4 2021Q3 20238
WealthTrust Fairport, LLC 530.00%0.01%0.01%Q2 2013Q1 20198
LifeGuide Financial Advisors, LLC 880.22%0.29%0.33%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.24%0.49%0.99%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 882.30%2.47%2.67%Q4 2021Q3 20238
Fiduciary Wealth Partners, LLC 888.24%9.29%12.02%Q4 2015Q3 20178
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 880.08%0.14%0.19%Q4 2015Q3 20178
Cedar Mountain Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.53%0.56%0.60%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.62%1.16%1.38%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 883.07%5.47%6.60%Q4 2021Q3 20238
Austin Private Wealth, LLC 610.04%0.05%0.06%Q2 2021Q3 20238
Platform Technology Partners 880.09%0.12%0.17%Q4 2021Q3 20238
MY Wealth Management Inc. 882.92%4.28%5.64%Q4 2021Q3 20238
TI-TRUST, INC 882.79%3.04%3.27%Q4 2021Q3 20238
Scott Capital Advisors, LLC 884.94%10.59%13.40%Q4 2021Q3 20238
Stone Point Wealth LLC 880.51%0.59%0.78%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.16%0.24%0.31%Q4 2021Q3 20238
Robertson Stephens Wealth Management, LLC 880.12%0.31%0.53%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.71%0.75%0.78%Q4 2021Q3 20238
ETFIDEA, LLC 880.23%0.25%0.26%Q4 2021Q3 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.02%0.02%0.03%Q4 2013Q1 20168
UNIONVIEW, LLC 880.31%0.35%0.38%Q4 2021Q3 20238
Covestor Ltd 880.07%0.11%0.13%Q4 2021Q3 20238
Tanager Wealth Management LLP 880.20%0.47%0.63%Q4 2021Q3 20238
MATRIX ASSET ADVISORS INC/NY 530.03%0.03%0.03%Q1 2021Q3 20238
BAR HARBOR WEALTH MANAGEMENT 880.02%0.03%0.04%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.87%1.40%1.99%Q4 2021Q3 20238
My Personal CFO, LLC 880.23%0.29%0.40%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.24%0.39%0.53%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.27%0.35%0.68%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.01%0.01%0.02%Q4 2021Q3 20238
Vanguard Personalized Indexing Management, LLC 530.01%0.03%0.08%Q3 2021Q3 20238
GPWM LLC 886.03%7.21%8.31%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Aureus Asset Management, LLC 620.02%0.07%0.16%Q2 2021Q3 20238
Aspire Wealth Management Corp 880.62%0.71%0.88%Q4 2021Q3 20238
ZACKS INVESTMENT MANAGEMENT 710.00%0.00%0.00%Q3 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.87%1.01%1.43%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 882.01%2.64%3.18%Q4 2017Q3 20198
Hutchens & Kramer Investment Management Group, LLC 880.54%0.63%0.72%Q4 2021Q3 20238
Leeward Financial Partners, LLC 882.33%2.99%3.74%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.10%0.17%0.22%Q4 2021Q3 20238
Quantitative Advantage, LLC 320.48%2.64%9.20%Q3 2013Q2 20218
Horizon Family Wealth, Inc. 881.48%1.57%1.65%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.16%0.17%0.18%Q2 2013Q1 20158
Aaron Wealth Advisors LLC 880.04%0.13%0.28%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 886.93%7.19%7.43%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.09%0.33%0.62%Q4 2021Q3 20238
Leo H. Evart, Inc. 882.27%2.55%2.70%Q4 2021Q3 20238
MAYPORT, LLC 880.27%0.73%1.30%Q4 2021Q3 20238
Parsec Financial Management, Inc. 880.02%0.03%0.04%Q2 2021Q1 20238
CARDIFF PARK ADVISORS, LLC 880.13%0.16%0.19%Q4 2021Q3 20238
Cypress Capital Group 880.05%0.07%0.14%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.48%0.72%1.38%Q4 2021Q3 20238
DBK Financial Counsel, LLC 881.14%1.38%1.63%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.33%0.42%0.51%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 881.20%1.58%1.90%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.52%0.55%0.60%Q4 2021Q3 20238
Eagle Strategies LLC 880.27%0.38%0.61%Q4 2021Q3 20238
SIMMONS FIRST TRUST CO NA 880.37%0.70%0.94%Q1 2014Q4 20158
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.96%2.35%3.45%Q4 2021Q3 20238
MAGNOLIA CAPITAL MANAGEMENT LTD 880.02%0.03%0.06%Q4 2021Q3 20238
MinichMacGregor Wealth Management, LLC 310.00%0.46%1.78%Q1 2017Q4 20228
JMAC ENTERPRISES LLC 880.90%1.12%1.30%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.47%0.56%0.63%Q4 2021Q3 20238
Minot Wealth Management LLC 710.05%0.08%0.22%Q4 2019Q2 20228
Keystone Financial Services 880.24%0.26%0.28%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.46%0.62%0.72%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.24%0.28%0.37%Q3 2021Q3 20238
Flower City Capital 880.28%0.50%0.97%Q4 2021Q3 20238
Objective Capital Management, LLC 881.76%2.11%2.36%Q4 2021Q3 20238
Evolution Advisers, Inc. 883.66%3.94%4.28%Q4 2021Q3 20238
BlackRock Investment Management, LLC 410.00%0.00%0.00%Q3 2013Q3 20168
NVWM, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Silver Oak Advisory Group, Inc. 880.44%0.49%0.57%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.30%0.39%0.49%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.03%0.05%Q4 2021Q3 20238
Destination Wealth Management 610.00%0.01%0.02%Q1 2018Q2 20218
Topel & Distasi Wealth Management, LLC 881.54%1.88%2.10%Q4 2021Q3 20238
Redhawk Wealth Advisors, Inc. 510.12%0.62%2.03%Q3 2018Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.11%0.17%0.26%Q4 2021Q3 20238
OLIO Financial Planning 880.14%0.19%0.26%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.20%0.23%0.24%Q4 2021Q3 20238
Bell Rock Capital LLC 880.00%0.01%0.02%Q4 2016Q3 20188
MAS Advisors LLC 881.88%2.98%4.15%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 881.51%2.10%3.75%Q4 2021Q3 20238
HOLDERNESS INVESTMENTS CO 530.09%0.11%0.12%Q4 2020Q1 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.55%0.70%1.11%Q4 2021Q3 20238
Baldwin Investment Management, LLC 310.04%0.05%0.08%Q4 2019Q4 20217
ROTHSCHILD INVESTMENT LLC /IL 520.02%0.02%0.03%Q1 2021Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 410.01%0.02%0.03%Q3 2015Q3 20187
NEUMEIER POMA INVESTMENT COUNSEL LLC 770.77%0.95%1.16%Q3 2017Q1 20197
SILVER OAK SECURITIES, INCORPORATED 770.34%0.50%0.74%Q1 2022Q3 20237
PRINCIPAL FINANCIAL GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
FIRST COMMUNITY TRUST NA 430.08%0.36%1.24%Q4 2021Q3 20237
LONDON CO OF VIRGINIA 210.00%0.01%0.03%Q4 2018Q3 20237
OPPENHEIMER ASSET MANAGEMENT INC. 520.01%0.01%0.02%Q2 2018Q4 20217
MILES CAPITAL, INC. 770.62%0.82%1.17%Q2 2013Q4 20147
Timber Hill LLC 410.00%0.02%0.04%Q2 2013Q4 20177
Placemark Investments, Inc. 770.02%0.03%0.05%Q2 2013Q4 20147
FRONTIER INVESTMENT MGMT CO 430.02%0.02%0.04%Q3 2018Q2 20207
MCDONALD PARTNERS LLC 770.06%0.12%0.16%Q4 2020Q2 20227
Brown Advisory Securities, LLC 770.05%0.27%0.54%Q4 2020Q2 20227
IndexIQ Advisors LLC 770.05%0.11%0.20%Q3 2018Q1 20207
GFS Advisors, LLC 610.14%0.28%0.35%Q4 2016Q3 20237
Sageworth Trust Co 770.04%0.05%0.06%Q4 2019Q2 20217
PATTON ALBERTSON MILLER GROUP, LLC 610.05%0.07%0.08%Q4 2019Q1 20227
J. W. Coons Advisors, LLC 770.07%0.09%0.11%Q1 2022Q3 20237
Glaxis Capital Management, LLC 770.70%4.27%6.67%Q1 2022Q3 20237
Callan Capital, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
Huntington Steele LLC 770.29%0.30%0.32%Q2 2013Q4 20147
Pachira Investments Inc. 520.40%2.15%5.99%Q4 2020Q3 20237
Aft, Forsyth & Sober, LLC 770.46%0.85%1.86%Q2 2014Q4 20157
Edge Advisors, LLC 770.10%0.18%0.32%Q4 2016Q2 20187
GeoWealth Management, LLC 410.00%0.21%1.30%Q3 2019Q3 20237
HWG Holdings LP 310.00%0.06%0.21%Q2 2017Q4 20227
Van Hulzen Asset Management, LLC 430.04%0.08%0.15%Q3 2017Q4 20197
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Colony Family Offices, LLC 770.71%1.38%1.59%Q1 2022Q3 20237
Hayden Royal, LLC 610.13%0.19%0.25%Q4 2018Q3 20207
20/20 Capital Management, Inc. 770.09%0.11%0.14%Q4 2019Q2 20217
Oak Grove Capital LLC 770.15%0.81%1.33%Q4 2020Q2 20227
Allegis Investment Advisors, LLC 520.05%0.22%0.44%Q4 2015Q3 20177
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Highwater Wealth Management, LLC 410.95%1.43%1.82%Q1 2017Q3 20197
MFA WEALTH ADVISORS, LLC 520.28%1.79%5.80%Q1 2020Q1 20227
RGT Wealth Advisors, LLC 430.01%0.23%0.56%Q3 2016Q3 20227
NORTHSTAR WEALTH PARTNERS LLC 520.12%0.18%0.29%Q3 2017Q3 20207
AlphaCore Capital LLC 770.00%0.00%0.02%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.01%0.01%0.01%Q4 2017Q2 20217
Squar Milner Financial Services LLC 520.05%0.08%0.10%Q2 2018Q1 20207
Qube Research & Technologies Ltd 210.00%0.01%0.04%Q1 2020Q4 20227
Vigilare Wealth Management 770.14%0.28%0.41%Q3 2021Q1 20237
Signature Wealth Management Group 430.02%0.11%0.24%Q4 2017Q4 20197
PRW Wealth Management LLC 510.08%1.30%2.65%Q4 2018Q1 20237
Total Wealth Planning, LLC 770.09%0.13%0.20%Q1 2022Q3 20237
BRANDYWINE OAK PRIVATE WEALTH LLC 610.02%0.03%0.03%Q4 2018Q2 20227
Lake Point Wealth Management 310.00%1.99%3.91%Q4 2018Q2 20227
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
TCF National Bank 770.72%0.86%1.14%Q3 2019Q1 20217
Savior LLC 770.00%0.01%0.04%Q4 2019Q2 20217
Physician Wealth Advisors, Inc. 610.06%0.08%0.10%Q4 2019Q3 20217
Adero Partners, LLC 770.03%0.10%0.15%Q1 2022Q3 20237
Secure Asset Management, LLC 520.36%0.41%0.45%Q2 2020Q3 20237
Perennial Investment Advisors, LLC 510.06%0.12%0.23%Q2 2021Q3 20237
Cardinal Strategic Wealth Guidance 770.00%0.00%0.00%Q1 2022Q3 20237
Columbia Trust Co 01012016 510.11%0.17%0.25%Q4 2019Q4 20217
Marks Group Wealth Management, Inc 770.07%0.07%0.08%Q1 2022Q3 20237
Tempus Wealth Planning, LLC 410.09%0.55%1.61%Q1 2021Q2 20237
Souders Financial Advisors 770.17%0.26%0.33%Q2 2021Q4 20227
Northstar Advisory Group, LLC 320.14%0.16%0.22%Q4 2020Q3 20237
Sara-Bay Financial 410.07%0.09%0.13%Q2 2020Q3 20237
Rockbridge Investment Management, LCC 771.76%1.87%1.96%Q2 2020Q4 20217
Tennessee Valley Asset Management Partners 610.05%0.09%0.11%Q1 2021Q4 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.02%Q1 2021Q4 20227
Windward Private Wealth Management Inc. 770.11%0.12%0.13%Q1 2022Q3 20237
COWA, LLC 610.06%0.19%0.25%Q4 2020Q3 20227
Center For Asset Management LLC 770.21%0.69%0.99%Q4 2020Q2 20227
Interchange Capital Partners, LLC 610.16%0.26%0.40%Q4 2020Q1 20237
Wescott Financial Advisory Group, LLC 770.13%0.20%0.30%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.37%0.52%0.62%Q1 2022Q3 20237
Heritage Investment Group, Inc. 520.08%0.12%0.18%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.00%0.01%0.02%Q4 2021Q3 20237
Trevian Wealth Management LLC 610.61%0.72%0.80%Q4 2021Q3 20237
Congress Wealth Management LLC / DE / 610.01%0.01%0.03%Q4 2021Q3 20237
Financial Connections Group, Inc. 770.03%0.05%0.06%Q4 2021Q2 20237
TCWP LLC 770.04%0.22%0.85%Q4 2021Q2 20237
Investments & Financial Planning, LLC 4315.77%17.21%18.71%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.07%0.08%0.08%Q4 2021Q2 20237
Confluence Wealth Services, Inc. 610.06%0.12%0.32%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.10%0.13%0.18%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.06%0.10%Q4 2021Q3 20237
Cyrus J. Lawrence, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.06%0.06%0.08%Q1 2022Q3 20237
Safeguard Financial, LLC 770.39%0.77%1.37%Q1 2022Q3 20237
SOFI WEALTH, LLC 772.75%2.81%2.85%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.31%0.38%0.46%Q1 2022Q3 20237
Cahill Wealth Management, LLC 770.61%0.95%1.60%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.05%0.66%0.95%Q1 2022Q3 20237
Horizons Wealth Management 777.03%7.29%7.85%Q2 2022Q4 20237
ICA Group Wealth Management, LLC 770.16%0.32%0.42%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.39%0.53%0.73%Q4 2021Q3 20237
Rockwood Wealth Management, LLC 770.13%0.20%0.33%Q1 2022Q3 20237
PFS INVESTMENTS INC. 410.00%0.29%1.08%Q4 2017Q2 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.03%0.06%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.03%0.05%Q4 2020Q4 20227
RESOURCE CONSULTING GROUP INC 770.06%0.08%0.12%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.23%0.61%0.94%Q2 2013Q4 20147
MACKENZIE FINANCIAL CORP 520.00%0.00%0.01%Q1 2018Q3 20237
TEACHERS ADVISORS, LLC 610.00%0.01%0.01%Q3 2016Q2 20187
DENVER INVESTMENT ADVISORS LLC 770.01%0.02%0.02%Q3 2016Q1 20187
Prostatis Group LLC 411.04%2.00%3.12%Q4 2020Q4 20226
PARTHENON LLC 660.03%0.04%0.05%Q4 2020Q1 20226
Milliman Financial Risk Management LLC 661.18%1.37%1.53%Q1 2016Q2 20176
Atlas Private Wealth Advisors 660.04%0.05%0.05%Q2 2020Q3 20216
MorganRosel Wealth Management, LLC 510.15%0.21%0.26%Q1 2022Q3 20236
Gould Capital, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
TUCKER ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q1 2022Q3 20236
HORIZON KINETICS ASSET MANAGEMENT LLC 660.01%0.03%0.06%Q1 2019Q2 20206
MARINO, STRAM & ASSOCIATES LLC 660.01%0.01%0.02%Q4 2017Q1 20196
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.22%0.28%0.40%Q3 2019Q4 20206
Private Vista, LLC 660.11%0.12%0.13%Q1 2018Q2 20196
SAGE FINANCIAL GROUP INC 660.20%0.22%0.24%Q2 2022Q3 20236
BCS Wealth Management 310.11%0.35%0.57%Q4 2021Q3 20236
Quantitative Investment Management, LLC 410.06%0.30%0.66%Q4 2017Q2 20206
Lutz Financial Services LLC 660.07%0.11%0.13%Q2 2022Q3 20236
ADVISOR PARTNERS LLC 660.08%0.09%0.10%Q1 2021Q2 20226
UBS AG 660.13%0.15%0.17%Q2 2013Q3 20146
NEIRG Wealth Management, LLC 660.06%0.40%0.58%Q1 2022Q2 20236
Pension Partners, LLC 2110.90%36.37%46.29%Q4 2013Q2 20186
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Francis Financial, Inc. 660.24%0.36%0.51%Q2 2022Q3 20236
Passive Capital Management, LLC. 660.56%0.66%0.86%Q4 2021Q1 20236
TruWealth Advisors, LLC 660.82%0.84%0.85%Q2 2022Q3 20236
Independent Advisor Alliance 410.04%0.16%0.32%Q1 2017Q3 20236
Newport Wealth Strategies, Inc. 660.24%0.38%0.46%Q2 2020Q3 20216
Drake & Associates, LLC 660.09%1.24%3.52%Q2 2022Q3 20236
Forum Private Client Group LLC 660.26%0.33%0.42%Q1 2022Q2 20236
COMMUNITY BANK SYSTEM, INC. 660.04%0.04%0.05%Q2 2013Q3 20146
Warren Street Wealth Advisors, LLC 420.18%0.19%0.20%Q4 2021Q3 20236
CUMBERLAND ADVISORS INC 660.06%0.44%0.78%Q3 2014Q4 20156
Atlas Private Wealth Management, LLC 660.03%0.04%0.04%Q4 2019Q1 20216
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
FIRST INTERSTATE BANK 660.02%0.03%0.04%Q2 2022Q3 20236
Advisor Resource Council 310.26%0.54%0.78%Q2 2021Q3 20236
GYL FINANCIAL SYNERGIES, LLC 410.02%0.05%0.11%Q2 2021Q3 20236
Shepherd Financial Partners LLC 510.04%0.05%0.06%Q2 2021Q3 20236
Tower Wealth Partners, Inc. 666.58%9.43%10.72%Q1 2021Q2 20226
Kore Private Wealth LLC 510.02%0.30%0.38%Q4 2018Q2 20206
Bordeaux Wealth Advisors LLC 660.17%0.20%0.24%Q2 2022Q3 20236
Fortitude Advisory Group L.L.C. 420.17%0.25%0.31%Q4 2021Q3 20236
SUN LIFE FINANCIAL INC 420.01%0.15%0.64%Q4 2015Q2 20176
Tiller Private Wealth, Inc. 660.21%1.05%1.95%Q2 2022Q3 20236
Bernardo Wealth Planning LLC 660.19%0.34%0.39%Q4 2018Q1 20206
ADVOCATE GROUP LLC 660.10%0.12%0.16%Q2 2022Q3 20236
Stifel Trust Company, N.A. 660.07%0.07%0.08%Q2 2013Q3 20146
First Ascent Asset Management, LLC 330.24%0.42%0.59%Q4 2019Q2 20236
Lansing Street Advisors 660.00%0.01%0.06%Q1 2022Q2 20236
FORESTERS ASSET MANAGEMENT INC. 660.94%0.99%1.13%Q2 2016Q3 20176
Blue Trust, Inc. 660.01%0.05%0.07%Q2 2022Q3 20236
Brown Miller Wealth Management, LLC 420.12%0.15%0.18%Q4 2021Q3 20236
NorthRock Partners, LLC 310.02%0.02%0.02%Q3 2020Q2 20226
Barden Capital Management, Inc. 660.32%0.51%0.72%Q4 2021Q1 20236
HOWLAND CAPITAL MANAGEMENT LLC 510.01%0.01%0.01%Q4 2020Q2 20236
WFA of San Diego, LLC 210.01%0.04%0.10%Q3 2021Q3 20236
LIBRA WEALTH LLC 660.02%0.36%0.60%Q2 2022Q3 20236
Crosspoint Capital Strategies, LLC 510.02%0.08%0.33%Q4 2013Q4 20156
Virginia National Bank 660.50%0.80%0.99%Q1 2022Q2 20236
KMS FINANCIAL SERVICES, INC 660.17%0.22%0.28%Q2 2013Q3 20146
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 664.09%4.52%4.90%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.04%0.08%0.11%Q2 2013Q3 20146
FormulaFolio Investments, LLC 510.01%0.05%0.10%Q4 2019Q2 20216
First Capital Advisors Group, LLC. 410.00%0.07%0.34%Q4 2016Q2 20236
Paragon Wealth Strategies, LLC 510.00%0.58%1.87%Q4 2018Q2 20216
FOSTER DYKEMA CABOT & CO INC/MA 660.06%0.07%0.08%Q2 2014Q3 20156
Unified Trust Company, N.A. 667.53%9.84%13.36%Q2 2020Q3 20216
Fermata Advisors, LLC 660.16%0.53%1.18%Q1 2021Q2 20226
Financial Gravity Asset Management, Inc. 330.00%0.01%0.06%Q1 2018Q3 20196
Orgel Wealth Management, LLC 660.25%2.18%11.48%Q2 2022Q3 20236
Glacier Peak Capital LLC 660.19%0.22%0.31%Q1 2018Q2 20196
ROBSHAW & JULIAN ASSOCIATES INC 661.15%1.79%2.04%Q1 2016Q2 20176
Fortis Capital Management LLC 660.13%0.36%0.73%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.08%0.09%0.11%Q4 2020Q1 20226
Intellectus Partners, LLC 660.01%0.01%0.01%Q2 2017Q3 20186
Brio Consultants, LLC 510.08%0.14%0.18%Q1 2020Q3 20236
Beaumont Financial Partners, LLC 660.02%0.03%0.04%Q4 2020Q1 20226
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 660.04%0.05%0.06%Q2 2017Q3 20186
Vontobel Holding Ltd. 510.00%0.01%0.02%Q3 2021Q3 20236
Guidant Wealth Advisors 420.03%0.03%0.04%Q3 2016Q1 20196
Cornerstone Management, Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
Coston, McIsaac & Partners 660.02%0.04%0.05%Q2 2022Q3 20236
Virtue Capital Management, LLC 510.17%0.39%0.52%Q1 2021Q1 20236
Old Port Advisors 510.14%0.16%0.18%Q2 2018Q4 20196
First Western Trust Bank 660.01%0.02%0.02%Q1 2022Q2 20236
Goodman Advisory Group, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
NORTHSTAR ASSET MANAGEMENT INC 660.08%0.10%0.15%Q1 2021Q2 20226
Rede Wealth, LLC 660.48%0.54%0.60%Q2 2022Q3 20236
Clean Yield Group 510.00%0.02%0.03%Q4 2019Q4 20226
ROOSEVELT INVESTMENT GROUP LLC 420.04%0.11%0.21%Q3 2018Q3 20226
Azimuth Capital Investment Management LLC 660.07%0.07%0.08%Q2 2022Q3 20236
Belvedere Trading LLC 210.00%0.07%0.18%Q4 2020Q3 20235
Investmark Advisory Group LLC 550.17%0.22%0.27%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.04%0.05%0.06%Q4 2022Q4 20235
CoreCap Advisors, LLC 550.11%0.13%0.15%Q4 2021Q4 20225
Autumn Glory Partners, LLC 410.26%0.35%0.39%Q4 2021Q2 20235
Crossvault Capital Management LLC 550.07%0.08%0.09%Q1 2021Q1 20225
Biltmore Capital Advisors LLC 550.06%0.10%0.14%Q4 2020Q4 20215
Spartan Planning & Wealth Management 410.01%0.01%0.01%Q1 2022Q3 20235
jvl associates llc 550.67%0.78%0.86%Q3 2022Q3 20235
STONNINGTON GROUP, LLC 550.05%0.06%0.06%Q1 2021Q1 20225
Coury Firm Asset Management LLC 320.17%0.28%0.36%Q4 2021Q3 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Lighthouse Financial Advisors, Inc. 410.06%0.12%0.20%Q4 2019Q1 20215
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.02%0.03%0.04%Q3 2022Q3 20235
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 320.00%0.00%0.02%Q1 2017Q2 20185
Integrity Financial Corp /WA 410.00%0.01%0.02%Q4 2021Q3 20235
CIDEL ASSET MANAGEMENT INC 410.04%0.04%0.05%Q3 2019Q3 20235
Intercontinental Wealth Advisors, LLC 550.06%0.08%0.11%Q4 2018Q4 20195
Quadrant Capital Management, LLC 550.50%0.54%0.57%Q4 2018Q4 20195
Alera Investment Advisors, LLC 550.10%0.17%0.24%Q4 2018Q4 20195
Jordan Park Group LLC 320.01%0.02%0.02%Q4 2021Q1 20235
Gouws Capital LLC 550.81%0.86%0.90%Q4 2021Q4 20225
PARK NATIONAL CORP /OH/ 550.04%0.04%0.04%Q4 2022Q4 20235
Diversified, LLC 410.01%0.10%0.15%Q4 2020Q2 20225
STABLEFORD CAPITAL II LLC 410.49%0.67%0.98%Q2 2020Q1 20235
O'Dell Group, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Signature Financial Management, Inc. 550.07%0.07%0.09%Q4 2017Q4 20185
BECKER CAPITAL MANAGEMENT INC 320.01%0.02%0.02%Q3 2017Q3 20235
Bensler, LLC 410.04%0.05%0.05%Q1 2022Q3 20235
Sterling Investment Advisors, Ltd. 550.01%0.01%0.01%Q2 2021Q2 20225
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.00%0.03%0.05%Q2 2016Q4 20215
Synergy Asset Management, LLC 550.05%0.05%0.06%Q1 2021Q1 20225
Grant/GrossMendelsohn, LLC 550.24%3.38%8.33%Q4 2020Q4 20215
Sunburst Financial Group, LLC 550.14%0.35%0.46%Q3 2022Q3 20235
Firestone Capital Management 320.02%0.06%0.10%Q1 2021Q1 20235
D. SCOTT NEAL, INC. 550.01%0.36%0.72%Q3 2016Q3 20175
PAYDEN & RYGEL 550.01%0.01%0.01%Q2 2013Q2 20145
GABLES CAPITAL MANAGEMENT INC. 550.01%0.01%0.01%Q4 2018Q4 20195
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
Brooklyn FI, LLC 320.51%1.12%2.12%Q2 2022Q3 20235
Vise Technologies, Inc. 410.07%0.10%0.18%Q4 2021Q3 20235
Castleview Partners, LLC 310.00%0.03%0.10%Q2 2021Q3 20235
Gibson Wealth Advisors LLC 552.73%3.18%3.82%Q4 2021Q4 20225
TRADITION ASSET MANAGEMENT LLC 550.09%0.13%0.18%Q2 2019Q2 20205
Blueprint Investment Partners LLC 210.07%0.23%0.59%Q3 2021Q3 20235
Dalton Investments LLC 410.09%0.11%0.12%Q2 2013Q3 20145
GREENLEAF TRUST 310.00%0.01%0.01%Q1 2020Q3 20235
Aberdeen Wealth Management LLC 550.00%0.01%0.01%Q1 2022Q1 20235
Portfolio Strategies Inc 550.06%0.08%0.09%Q4 2016Q4 20175
FIDUCIARY TRUST INTERNATIONAL LLC 550.07%0.10%0.12%Q2 2019Q2 20205
Apriem Advisors 550.02%0.02%0.02%Q2 2013Q2 20145
Compass Financial Group, INC/SD 550.41%0.50%0.58%Q4 2022Q4 20235
Welch Group, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
Johnson Midwest Financial, LLC 550.04%0.11%0.17%Q3 2022Q3 20235
SBK Financial, Inc. 550.68%0.73%0.82%Q4 2021Q4 20225
Ensign Peak Advisors, Inc 550.09%0.10%0.10%Q4 2019Q4 20205
FLOW TRADERS U.S. LLC 210.00%0.09%0.32%Q2 2016Q2 20225
Resource Management, LLC 550.03%0.08%0.11%Q4 2020Q4 20215
Allred Capital Management, LLC 310.06%0.12%0.15%Q4 2018Q1 20215
Advanced Asset Management Advisors Inc 552.20%2.59%3.07%Q4 2017Q4 20185
Zullo Investment Group, Inc. 550.00%0.01%0.04%Q4 2021Q4 20225
PERSONAL CFO SOLUTIONS, LLC 320.05%0.09%0.16%Q3 2019Q1 20225
Crescent Capital Consulting, LLC 550.34%0.38%0.43%Q4 2020Q4 20215
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
ERn Financial, LLC 410.04%0.13%0.17%Q4 2021Q3 20235
Investors Financial Group, LLC 550.21%0.28%0.31%Q4 2020Q4 20215
NinePointTwo Capital LLC 320.01%0.01%0.01%Q4 2021Q3 20235
Riggs Asset Managment Co. Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Virtu KCG Holdings LLC 310.01%0.03%0.07%Q3 2013Q2 20175
General Partner, Inc. 552.24%2.29%2.42%Q4 2022Q4 20235
Tidal Investments LLC 210.06%0.18%0.30%Q4 2020Q3 20235
Canal Capital Management, LLC 550.30%0.34%0.39%Q3 2022Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.64%1.78%3.14%Q4 2020Q4 20215
CETERA INVESTMENT MANAGEMENT LLC 551.27%1.71%2.36%Q4 2015Q4 20165
Horan Capital Advisors, LLC. 210.00%0.00%0.00%Q3 2017Q3 20205
FORT PITT CAPITAL GROUP, LLC 310.01%0.01%0.02%Q1 2018Q4 20205
David Kennon Inc 554.76%5.08%5.51%Q3 2022Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.26%0.34%0.40%Q1 2020Q1 20215
Colonial Trust Co / SC 550.12%0.22%0.41%Q3 2022Q3 20235
Willis Johnson & Associates, Inc. 550.04%0.05%0.06%Q3 2022Q3 20235
Optas, LLC 410.16%1.26%2.95%Q4 2021Q3 20235
Portland Global Advisors LLC 550.88%0.93%0.97%Q2 2014Q2 20155
ADVISOR PARTNERS II, LLC 550.06%0.08%0.12%Q3 2022Q3 20235
WIPFLI FINANCIAL ADVISORS LLC, 410.04%0.14%0.29%Q1 2021Q3 20225
MGO Private Wealth, LLC 550.22%0.39%0.50%Q3 2022Q3 20235
KELLEHER FINANCIAL ADVISORS 550.43%0.80%1.00%Q3 2022Q3 20235
Crane Advisory, LLC 552.34%2.64%2.81%Q3 2022Q3 20235
Core Wealth Advisors, Inc. 550.00%0.00%0.01%Q3 2020Q3 20215
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.03%Q4 2016Q4 20175
Long Wharf Investors, Inc. 551.05%1.61%2.39%Q2 2013Q2 20145
NorthLanding Financial Partners, LLC 551.22%1.64%2.18%Q3 2022Q3 20235
James J. Burns & Company, LLC 550.93%1.13%1.28%Q3 2022Q3 20235
MOSELEY INVESTMENT MANAGEMENT INC 550.11%0.12%0.12%Q1 2021Q1 20225
Gerstein Fisher 210.04%0.07%0.09%Q2 2013Q4 20145
J2 Capital Management Inc 320.84%1.18%1.58%Q4 2021Q3 20235
BERRY GROUP, LLC 552.56%2.66%2.75%Q4 2019Q4 20205
Berkshire Money Management, Inc. 550.32%0.36%0.40%Q3 2022Q3 20235
REDMONT WEALTH ADVISORS LLC 550.60%0.63%0.68%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.12%0.16%0.21%Q1 2015Q1 20165
Landmark Wealth Management, LLC 310.19%0.36%0.52%Q1 2022Q3 20235
MARCO INVESTMENT MANAGEMENT LLC 550.02%0.03%0.04%Q4 2020Q4 20215
GRAND WEALTH MANAGEMENT, LLC 320.00%0.01%0.01%Q4 2021Q3 20235
ROMANO BROTHERS AND COMPANY 550.19%0.37%1.06%Q3 2022Q3 20235
Riverstone Advisors, LLC 550.20%0.22%0.24%Q2 2022Q2 20235
Red Tortoise LLC 410.01%0.01%0.01%Q3 2021Q3 20235
Strategic Asset Management, LLC 550.23%0.25%0.26%Q3 2021Q3 20225
HighTower Trust Company, N.A. 320.03%0.04%0.04%Q4 2021Q1 20235
Sanford Advisory Services, LLC 410.07%0.15%0.47%Q4 2020Q4 20225
Next Capital Management LLC 550.07%0.08%0.10%Q4 2018Q4 20195
Cadent Capital Advisors, LLC 410.16%0.59%1.84%Q1 2021Q3 20235
GW HENSSLER & ASSOCIATES LTD 410.02%0.02%0.02%Q4 2017Q1 20195
BARRETT & COMPANY, INC. 550.78%0.81%0.90%Q3 2022Q3 20235
ZWJ INVESTMENT COUNSEL INC 550.01%0.01%0.01%Q3 2022Q3 20235
Balboa Wealth Partners 550.10%0.10%0.11%Q3 2022Q3 20235
Goodwin Investment Advisory 410.00%0.01%0.04%Q3 2021Q3 20235
Redwood Financial Network Corp 550.21%0.23%0.23%Q1 2022Q1 20235
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
TRADITION CAPITAL MANAGEMENT LLC 310.07%0.07%0.08%Q2 2017Q1 20194
FinDec Wealth Services, Inc. 442.35%2.44%2.59%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.28%0.32%0.42%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 440.88%1.06%1.51%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
ARGENT TRUST COMPANY, N.A. 440.42%0.46%0.50%Q2 2014Q1 20154
Hikari Power Ltd 440.17%0.21%0.25%Q1 2019Q4 20194
Bienville Capital Management, LLC 220.02%0.02%0.02%Q2 2018Q2 20194
CHAPIN DAVIS, INC. 440.12%0.15%0.19%Q4 2022Q3 20234
Trutina Financial LLC 440.32%0.38%0.43%Q1 2016Q4 20164
Allen Capital Group, LLC 310.04%0.05%0.08%Q3 2018Q3 20234
CKW FINANCIAL GROUP 310.00%0.00%0.00%Q2 2017Q4 20214
Advocacy Wealth Management Services, LLC 220.20%1.03%1.70%Q2 2013Q1 20164
RPg Family Wealth Advisory, LLC 310.01%0.01%0.01%Q4 2016Q2 20184
Peachtree Investment Advisors, Inc. 444.42%5.35%6.06%Q1 2018Q4 20184
ROCKEFELLER FINANCIAL SERVICES INC 440.00%0.00%0.00%Q1 2017Q4 20174
Perfromance Wealth Partners, LLC 440.09%0.26%0.38%Q4 2022Q3 20234
Cumberland Partners Ltd 440.02%0.03%0.03%Q1 2019Q4 20194
CANANDAIGUA NATIONAL BANK & TRUST CO 441.61%2.13%2.36%Q2 2017Q1 20184
JOURNEY STRATEGIC WEALTH LLC 440.02%0.04%0.06%Q4 2022Q3 20234
New Millennium Group LLC 440.00%0.00%0.01%Q2 2022Q1 20234
Surevest, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Upper Left Wealth Management, LLC 310.22%0.26%0.29%Q1 2022Q3 20234
James Reed Financial Services, Inc. 444.42%4.79%5.01%Q4 2021Q3 20224
Life Planning Partners, Inc 441.16%1.24%1.29%Q4 2021Q3 20224
TOTH FINANCIAL ADVISORY CORP 310.01%0.01%0.01%Q4 2017Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.18%0.23%0.29%Q4 2020Q3 20214
Steinberg Global Asset Management 220.15%0.21%0.31%Q1 2017Q1 20194
Lee Financial Group Hawaii, Inc. 441.73%1.76%1.78%Q4 2017Q3 20184
QUEST CAPITAL MANAGEMENT INC /ADV 440.07%0.10%0.13%Q1 2021Q4 20214
SP Asset Management 441.19%1.69%2.17%Q4 2021Q3 20224
Cooper Financial Group 310.05%0.07%0.08%Q4 2020Q3 20234
WEST CHESTER CAPITAL ADVISORS, INC 440.23%0.27%0.29%Q2 2013Q1 20144
JGP Wealth Management, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.07%0.13%0.15%Q4 2022Q3 20234
Spotlight Asset Group, Inc. 220.04%0.11%0.20%Q4 2019Q3 20234
Relative Value Partners, LLC 310.05%0.06%0.07%Q1 2014Q1 20154
Peachtree Investment Partners, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
REBALANCE, LLC 440.22%0.22%0.23%Q4 2022Q3 20234
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 440.06%0.10%0.12%Q4 2022Q3 20234
Rice Partnership, LLC 220.01%0.02%0.02%Q3 2019Q3 20214
PERSONAL FINANCIAL CONSULTANTS INC /ADV 445.54%5.88%6.05%Q3 2018Q2 20194
Choate Investment Advisors 210.00%0.01%0.04%Q1 2014Q3 20234
Carl P. Sherr & Co., LLC 440.17%0.18%0.19%Q4 2022Q3 20234
B. Riley Financial, Inc. 440.07%0.08%0.09%Q3 2017Q2 20184
YHB Investment Advisors, Inc. 440.04%0.06%0.07%Q4 2022Q3 20234
HRT FINANCIAL LP 110.00%0.02%0.03%Q1 2019Q1 20224
SHAPIRO ROBERT N 440.01%0.60%1.25%Q1 2014Q4 20144
EARNEST PARTNERS LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OGOREK ANTHONY JOSEPH /NY/ /ADV 440.01%0.01%0.01%Q1 2021Q4 20214
Santori & Peters, Inc. 310.04%0.51%0.70%Q4 2017Q3 20234
TWO SIGMA ADVISERS, LP 210.00%0.01%0.01%Q1 2015Q1 20194
CALDWELL SUTTER CAPITAL, INC. 440.01%0.04%0.08%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.06%0.07%0.10%Q4 2020Q3 20214
MOODY NATIONAL BANK TRUST DIVISION 440.01%0.02%0.02%Q4 2022Q3 20234
Poehling Capital Management, INC. 310.15%0.17%0.21%Q4 2017Q4 20194
TORONTO DOMINION BANK 210.00%0.00%0.00%Q3 2017Q3 20214
RETIREMENT INCOME SOLUTIONS, INC 440.06%0.07%0.08%Q1 2021Q4 20214
Clarus Wealth Advisors 440.01%0.01%0.02%Q2 2018Q1 20194
FIRST HORIZON CORP 440.03%0.06%0.07%Q3 2020Q2 20214
Richard Bernstein Advisors LLC 310.00%0.05%0.17%Q1 2016Q1 20174
Spectrum Management Group, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
WOLFF WIESE MAGANA LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Angeles Investment Advisors, LLC 310.02%0.12%0.20%Q4 2021Q3 20234
Bridgewealth Advisory Group, LLC 441.81%2.32%2.60%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.49%0.50%0.52%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 310.08%0.09%0.11%Q2 2022Q2 20234
One Wealth Advisors, LLC 310.01%0.07%0.12%Q3 2021Q4 20224
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.20%0.20%0.21%Q4 2022Q3 20234
New Republic Capital, LLC 440.80%0.85%0.90%Q4 2022Q3 20234
First County Bank /CT/ 440.17%0.19%0.21%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 444.60%6.61%9.71%Q4 2022Q3 20234
Shulman DeMeo Asset Management LLC 310.06%0.09%0.19%Q1 2021Q1 20224
Compass Advisory Group LLC 440.13%0.20%0.26%Q4 2021Q3 20224
AGF MANAGEMENT LTD 440.09%0.10%0.10%Q4 2022Q3 20234
Vawter Financial, Ltd. 446.55%6.73%6.95%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.14%0.25%0.32%Q4 2022Q3 20234
Pioneer Wealth Management Group 442.31%2.79%3.04%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.15%0.19%0.30%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.31%0.36%0.38%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.34%0.39%0.46%Q4 2022Q3 20234
MCIA Inc 220.06%2.73%5.54%Q2 2017Q3 20234
Milestone Investment Advisors LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Tillman Hartley LLC 440.24%0.25%0.25%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.23%0.38%0.54%Q4 2017Q3 20184
QUATTRO FINANCIAL ADVISORS LLC 310.08%0.11%0.13%Q1 2017Q1 20184
BEACON FINANCIAL PLANNING, INC 442.52%2.61%2.79%Q4 2022Q3 20234
Sightline Wealth Advisors, LLC 440.51%0.74%0.87%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.96%1.11%1.27%Q4 2022Q3 20234
True Wealth Design, LLC 440.25%0.31%0.37%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.31%0.34%0.37%Q4 2022Q3 20234
CIC Wealth, LLC 442.85%3.50%3.97%Q4 2022Q3 20234
BOS Asset Management, LLC 440.79%0.88%0.94%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.71%0.80%0.98%Q4 2022Q3 20234
PagnatoKarp Partners LLC 440.08%0.11%0.14%Q4 2016Q3 20174
Parker Financial LLC 443.36%3.62%3.80%Q4 2022Q3 20234
Trek Financial, LLC 440.48%0.56%0.61%Q4 2018Q3 20194
Relyea Zuckerberg Hanson LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Clifford Group, LLC 440.28%0.30%0.31%Q4 2022Q3 20234
Financial Freedom, LLC 441.98%2.22%2.35%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.95%2.23%3.94%Q4 2022Q3 20234
STAR Financial Bank 442.86%2.96%3.06%Q4 2022Q3 20234
Wealth & Pension Services Group, Inc. 440.46%0.51%0.56%Q4 2018Q3 20194
Evergreen Wealth Management, LLC 440.26%0.40%0.48%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.19%0.26%0.36%Q4 2022Q3 20234
Polianta Ltd 212.01%3.07%3.86%Q1 2017Q1 20194
Sterling Financial Planning, Inc. 440.01%0.05%0.09%Q4 2020Q3 20214
Mill Creek Capital Advisors, LLC 440.01%0.10%0.14%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.11%0.15%0.24%Q4 2022Q3 20234
Texas Capital Bank Wealth Management Services Inc 310.06%0.27%0.88%Q4 2019Q3 20234
OAK HILL WEALTH ADVISORS, LLC 443.32%3.40%3.52%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 441.24%1.32%1.39%Q4 2022Q3 20234
Family Capital Management, Inc. 440.50%0.74%0.86%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.09%0.09%0.09%Q4 2022Q3 20234
Americana Partners, LLC 310.07%0.10%0.15%Q4 2019Q3 20224
Auto-Owners Insurance Co 440.21%0.22%0.22%Q4 2022Q3 20234
CPA Asset Management LLC 440.58%0.61%0.63%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 447.09%7.40%7.82%Q4 2022Q3 20234
Harbour Capital Advisors, LLC 210.01%0.07%0.10%Q1 2017Q4 20194
GEM Asset Management, LLC 440.26%0.29%0.32%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Lebenthal Global Advisors, LLC 440.16%0.25%0.30%Q4 2020Q3 20214
PGIM Custom Harvest LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Transform Wealth, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Olistico Wealth, LLC 440.35%0.52%0.98%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.68%0.70%0.71%Q4 2022Q3 20234
SP Asset Management LLC 442.30%2.44%2.71%Q4 2022Q3 20234
Independence Advisors, LLC 440.02%0.02%0.02%Q4 2019Q3 20204
LAM GROUP, INC. 441.08%1.12%1.17%Q4 2022Q3 20234
Family Asset Management, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.02%0.02%0.02%Q2 2013Q3 20154
Waterford Advisors, LLC 440.37%0.39%0.40%Q4 2022Q3 20234
JDM Financial Group LLC 445.63%5.69%5.85%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.08%0.30%0.65%Q4 2022Q3 20234
Kalos Management, Inc. 310.05%0.18%0.29%Q4 2015Q3 20204
Verum Partners LLC 440.52%0.68%0.91%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.10%0.21%0.36%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.02%0.05%Q4 2020Q2 20224
Fee-Only Financial Planning, L.C. 446.74%6.79%6.84%Q4 2022Q3 20234
Darwin Wealth Management, LLC 440.01%1.10%1.49%Q2 2019Q1 20204
Moss Adams Wealth Advisors LLC 440.01%0.03%0.04%Q4 2022Q3 20234
AJ Advisors, LLC 447.78%8.02%8.51%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
Renasant Bank 440.34%0.35%0.36%Q4 2020Q3 20214
Lodestone Wealth Management LLC 440.22%0.24%0.26%Q4 2022Q3 20234
Corient Private Wealth LLC 440.15%0.17%0.22%Q4 2022Q3 20234
ACUTE INVESTMENT ADVISORY, LLC 220.24%0.72%1.89%Q4 2021Q4 20224
NWK Group, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
Pekin Hardy Strauss, Inc. 210.03%0.04%0.04%Q4 2014Q4 20194
WealthTrust Asset Management, LLC 440.15%0.22%0.27%Q2 2021Q1 20224
BANK HAPOALIM BM 440.81%1.74%2.12%Q3 2015Q2 20164
BRASADA CAPITAL MANAGEMENT, LP 440.00%0.00%0.00%Q1 2018Q4 20184
Adams Wealth Management 440.18%0.32%0.47%Q3 2022Q2 20234
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Tevis Investment Management 440.02%0.02%0.02%Q4 2021Q3 20224
BARINGS LLC 310.03%0.15%0.36%Q3 2020Q1 20224
INVICTUS PRIVATE WEALTH, LLC 445.77%5.81%5.91%Q4 2022Q3 20234
RAYNER & HAYNOR 443.28%3.38%3.47%Q4 2013Q3 20144
DecisionPoint Financial, LLC 440.22%0.34%0.46%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.37%0.58%0.66%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
ENZI WEALTH 440.11%0.20%0.29%Q3 2022Q2 20234
RETIREMENT GUYS FORMULA LLC 440.43%0.59%0.99%Q4 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.05%0.06%0.07%Q4 2022Q3 20234
Herold Advisors, Inc. 310.05%0.08%0.10%Q3 2021Q3 20234
Lebenthal Asset Management, LLC 440.04%0.04%0.04%Q2 2016Q1 20174
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.67%0.69%0.73%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 310.00%0.00%0.01%Q1 2016Q1 20204
Carr Financial Group Corp 440.56%0.66%0.85%Q4 2022Q3 20234
Family Investment Center, Inc. 446.03%10.59%12.63%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.17%0.24%0.46%Q4 2022Q3 20234
VAN DEN BERG MANAGEMENT I, INC 440.03%0.03%0.04%Q4 2022Q3 20234
St. James Investment Advisors, LLC 310.10%0.17%0.22%Q4 2021Q4 20224
Capital Planning Advisors, LLC 310.01%0.23%0.37%Q1 2015Q3 20194
Samson Capital Advisors LLC 443.49%5.92%7.47%Q4 2014Q3 20154
Raub Brock Capital Management LP 440.10%0.12%0.13%Q2 2019Q1 20204
Teamwork Financial Advisors, LLC 440.23%0.66%0.87%Q1 2021Q4 20214
MILESTONE WEALTH, LLC 440.05%0.05%0.06%Q4 2021Q3 20224
Millington Financial Advisors, LLC 440.20%0.22%0.22%Q4 2022Q3 20234
FutureAdvisor, Inc. 440.42%0.86%1.37%Q4 2014Q3 20154
Waycross Investment Management Co 443.70%3.82%3.98%Q4 2022Q3 20234
Aletheian Wealth Advisors LLC 220.16%0.21%0.30%Q4 2021Q4 20234
J.P. Turner & Co Capital Mnagement, LLC 440.23%0.25%0.27%Q4 2014Q3 20154
Alaska Wealth Advisors 330.01%0.01%0.01%Q1 2023Q3 20233
Copperleaf Capital, LLC 330.30%0.36%0.43%Q1 2023Q3 20233
Inscription Capital, LLC 110.10%0.22%0.36%Q4 2020Q2 20223
VeraBank, N.A. 330.10%0.11%0.12%Q3 2021Q1 20223
Emerald Advisors, LLC 330.10%0.10%0.11%Q1 2020Q3 20203
Kozak & Associates, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
PEAK6 Investments LLC 220.00%0.00%0.00%Q4 2021Q1 20223
RMR Wealth Builders 210.00%0.00%0.01%Q2 2020Q1 20213
Systematic Alpha Investments, LLC 330.04%0.04%0.05%Q1 2021Q3 20213
Paul John Balson 330.09%0.16%0.23%Q2 2020Q4 20203
LFA - Lugano Financial Advisors SA 330.01%0.01%0.01%Q2 2018Q4 20183
Campbell Wealth Management 110.02%0.03%0.03%Q2 2020Q3 20233
Paulson Wealth Management Inc. 210.00%0.74%1.12%Q4 2017Q3 20233
Financial Services Advisory Inc 333.84%5.93%7.04%Q4 2020Q2 20213
Waterloo Capital, L.P. 330.18%0.21%0.22%Q1 2023Q3 20233
Ford Financial Group, LLC 110.02%0.05%0.10%Q4 2017Q4 20213
EWA, LLC 330.35%0.38%0.40%Q1 2023Q3 20233
First Command Advisory Services, Inc. 210.00%0.14%0.41%Q2 2020Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.03%Q4 2017Q3 20183
Legacy Advisors, LLC 330.14%0.14%0.15%Q2 2019Q4 20193
Flagship Private Wealth, LLC 330.00%0.03%0.10%Q4 2020Q2 20213
Mach-1 Financial Group, LLC 210.00%0.01%0.04%Q2 2022Q1 20233
Novak Financial Planning, LLC 331.43%1.45%1.48%Q4 2020Q2 20213
Financial Advisors Network, Inc. 111.02%1.50%2.03%Q4 2016Q3 20233
Latitude Advisors, LLC 330.08%0.09%0.10%Q3 2021Q1 20223
Opal Wealth Advisors, LLC 210.10%0.12%0.13%Q4 2022Q3 20233
Financial Avengers, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Cannon Global Investment Management, LLC 331.02%1.62%1.93%Q3 2021Q1 20223
VALLEY WEALTH MANAGERS, INC. 210.00%0.00%0.00%Q4 2016Q3 20233
IBEX WEALTH ADVISORS 110.00%0.00%0.01%Q4 2016Q3 20213
Bellwether Investment Group, LLC 210.01%0.03%0.05%Q2 2016Q1 20173
Colonial River Wealth Management, LLC 330.18%0.60%1.42%Q1 2021Q3 20213
Edmonds Duncan Registered Investment Advisors, LLC 330.79%0.81%0.82%Q4 2019Q2 20203
Sterling Group Wealth Management, LLC 330.22%0.23%0.24%Q1 2023Q3 20233
WCG Wealth Advisors LLC 220.01%0.04%0.05%Q2 2022Q3 20223
HATTON CONSULTING, INC. 334.84%5.12%5.34%Q1 2021Q3 20213
Brightworth 330.06%0.09%0.12%Q1 2022Q3 20223
Regency Capital Management Inc.\DE 330.05%0.05%0.06%Q4 2021Q2 20223
Harfst & Associates, Inc. 330.10%0.10%0.10%Q1 2017Q3 20173
CAPITAL ONE FINANCIAL CORP 330.04%0.05%0.05%Q2 2021Q4 20213
Strategic Financial Concepts, LLC 330.32%0.37%0.40%Q1 2023Q3 20233
Rinet Co LLC 330.16%0.16%0.17%Q1 2021Q3 20213
GFG Capital, LLC 210.03%0.05%0.07%Q1 2022Q1 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Householder Group Estate & Retirement Specialist, LLC 110.04%0.05%0.05%Q3 2022Q3 20233
Diversified Portfolios, Inc. 330.14%0.15%0.15%Q1 2023Q3 20233
Atlantic Private Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Patten Group, Inc. 330.01%0.01%0.01%Q1 2018Q3 20183
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Fifth Third Wealth Advisors LLC 330.23%0.29%0.40%Q2 2023Q4 20233
Summit Financial Wealth Advisors, LLC 330.04%0.05%0.06%Q4 2014Q2 20153
CarsonAllaria Wealth Management, Ltd. 210.00%0.01%0.01%Q4 2021Q2 20233
Elite Wealth Management, Inc. 330.03%0.26%0.45%Q4 2013Q2 20143
Palo Capital, Inc. 330.16%0.19%0.21%Q1 2018Q3 20183
Compagnie Lombard Odier SCmA 210.00%0.01%0.02%Q4 2013Q2 20223
Steward Financial Group LLC 330.00%0.00%0.01%Q4 2021Q2 20223
Lynch Asset Management, Inc. 331.24%1.29%1.36%Q1 2023Q3 20233
Anfield Capital Management, LLC 330.14%0.19%0.27%Q4 2019Q2 20203
Provident Investment Management, Inc. 210.02%0.02%0.02%Q2 2021Q1 20223
Hamilton Point Investment Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
BCR Wealth Strategies, LLC 330.04%0.05%0.05%Q4 2021Q2 20223
Verity Asset Management, Inc. 210.21%0.77%1.68%Q4 2020Q4 20213
RESOLUTE FINANCIAL, LLC 330.20%0.27%0.39%Q4 2021Q2 20223
Formidable Asset Management, LLC 210.03%0.08%0.18%Q4 2015Q3 20173
BIP Wealth, LLC 330.21%0.23%0.26%Q1 2023Q3 20233
Chemistry Wealth Management LLC 330.07%0.10%0.12%Q1 2023Q3 20233
DRAVO BAY LLC 210.15%0.16%0.17%Q4 2021Q3 20233
East Coast Asset Management, LLC. 330.01%0.01%0.01%Q4 2012Q2 20133
Hightower 6M Holding, LLC 330.13%0.14%0.15%Q1 2022Q3 20223
Quent Capital, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Antonetti Capital Management LLC 330.38%0.40%0.42%Q2 2013Q4 20133
King Wealth Management Group 330.19%0.20%0.21%Q1 2014Q3 20143
TD Ameritrade Trust Co 331.26%1.34%1.42%Q3 2014Q1 20153
Lourd Capital, LLC 210.03%0.10%0.13%Q1 2015Q1 20163
Strengthening Families & Communities, LLC 210.00%0.01%0.02%Q1 2022Q4 20223
DHK Financial Advisors, Inc. 331.84%2.03%2.31%Q4 2021Q2 20223
PRIVATE ASSET MANAGEMENT INC 330.03%0.04%0.04%Q3 2020Q1 20213
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.01%0.02%Q3 2021Q2 20223
BEACON TRUST CO 330.04%0.04%0.04%Q1 2013Q3 20133
WealthPlan Investment Management, LLC 210.20%0.24%0.26%Q1 2022Q4 20223
Momentum Advisors, LLC 333.71%3.81%3.95%Q2 2022Q4 20223
Callan Family Office, LLC 210.06%0.08%0.13%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Aviance Capital Partners, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Register Financial Advisors LLC 330.02%0.05%0.06%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.50%0.52%0.56%Q1 2023Q3 20233
Spruce Investment Advisors LLC 330.23%1.17%2.72%Q2 2013Q4 20133
Glass Jacobson Investment Advisors llc 211.04%1.05%1.07%Q4 2022Q3 20233
Team Hewins, LLC 330.24%0.25%0.28%Q4 2022Q2 20233
TFB Advisors LLC 330.25%0.29%0.36%Q4 2022Q2 20233
25 LLC 335.33%5.52%5.62%Q1 2023Q3 20233
Ruggaard & Associates LLC 332.47%2.56%2.62%Q1 2023Q3 20233
Visionary Asset Management, Inc. 210.08%0.12%0.17%Q1 2016Q3 20183
Consolidated Portfolio Review Corp 330.73%0.85%0.95%Q1 2023Q3 20233
PFG Investments, LLC 330.10%0.15%0.18%Q1 2023Q3 20233
O'Connor Financial Group LLC 334.60%5.78%6.44%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.05%0.12%0.16%Q1 2023Q3 20233
Noble Family Wealth, LLC 332.07%2.16%2.26%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.43%0.46%0.49%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 331.55%1.71%1.83%Q1 2023Q3 20233
Root Financial Partners, LLC 330.22%0.23%0.24%Q1 2023Q3 20233
Aspen Investment Management Inc 330.24%0.24%0.24%Q4 2018Q2 20193
Empower Advisory Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.04%0.08%0.15%Q2 2015Q3 20213
BANQUE PICTET & CIE SA 210.01%0.01%0.02%Q2 2017Q2 20213
PITCAIRN CO 330.02%0.02%0.02%Q1 2023Q3 20233
USCA RIA LLC 330.02%0.03%0.03%Q4 2020Q2 20213
Smart Portfolios, LLC 330.04%0.04%0.05%Q4 2016Q2 20173
Hall Kathryn A. 330.47%0.69%0.85%Q1 2020Q3 20203
Willow Street Advisors LLC 332.21%2.27%2.30%Q2 2013Q4 20133
JOYN Advisors, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
FinTrust Investment Advisory Services, LLC 330.27%0.28%0.28%Q3 2017Q1 20183
RiverFront Investment Group, LLC 330.40%0.51%0.58%Q4 2010Q2 20113
NorthCoast Asset Management LLC 330.03%0.03%0.03%Q1 2021Q3 20213
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
HANCOCK WHITNEY CORP 330.01%0.01%0.01%Q1 2023Q3 20233
Barnett & Company, Inc. 210.00%0.00%0.01%Q1 2016Q1 20203
Hikari Tsushin, Inc. 330.16%0.20%0.24%Q2 2019Q4 20193
MERIDIAN MANAGEMENT CO 330.14%0.17%0.20%Q1 2023Q3 20233
3D ASSET MANAGEMENT, INC 210.06%0.07%0.07%Q2 2013Q1 20143
Evensky & Katz LLC 330.17%0.18%0.18%Q1 2019Q3 20193
Willis Investment Counsel 330.05%0.15%0.24%Q2 2022Q4 20223
BALASA DINVERNO & FOLTZ LLC 330.01%0.02%0.02%Q1 2022Q3 20223
FURE FINANCIAL CORP 330.05%1.30%3.78%Q3 2020Q1 20213
ROCKLAND TRUST CO 330.02%0.06%0.08%Q2 2019Q4 20193
DEARBORN PARTNERS LLC 330.06%0.14%0.19%Q2 2013Q4 20133
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q1 2016Q2 20193
VAN ECK ASSOCIATES CORP 330.01%0.11%0.17%Q1 2015Q3 20153
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.00%Q2 2019Q3 20233
GREENWOOD CAPITAL ASSOCIATES LLC 330.42%0.58%0.73%Q2 2020Q4 20203
MERITAGE PORTFOLIO MANAGEMENT 330.02%0.02%0.03%Q2 2019Q4 20193
Itau Unibanco Holding S.A. 330.05%0.05%0.06%Q3 2016Q1 20173
AMUSSEN HUNSAKER ASSOCIATES LLC 210.01%0.10%0.28%Q2 2017Q3 20183
EAGLE GLOBAL ADVISORS LLC 330.01%0.01%0.01%Q2 2021Q4 20213
BREITER CAPITAL MANAGEMENT INC 210.11%0.36%0.57%Q1 2020Q2 20213
Carolina Wealth Advisors, LLC 210.00%0.00%0.01%Q1 2021Q3 20233
HILLTOP WEALTH ADVISORS, LLC 331.81%1.91%2.08%Q3 2022Q1 20233
Laidlaw Wealth Management LLC 210.04%0.06%0.08%Q4 2021Q3 20233
tru Independence LLC 110.08%0.14%0.20%Q4 2019Q1 20213
Red Door Wealth Management, LLC 210.01%0.01%0.01%Q1 2020Q2 20213
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Y-Intercept (Hong Kong) Ltd 110.08%0.10%0.12%Q2 2021Q3 20233
Lion Street Advisors, LLC 330.09%0.12%0.14%Q1 2023Q3 20233
KINGSWOOD WEALTH ADVISORS, LLC 220.06%0.11%0.17%Q2 2023Q3 20232
Sumitomo Mitsui DS Asset Management Company, Ltd 220.00%0.01%0.01%Q3 2018Q4 20182
San Luis Wealth Advisors LLC 220.57%0.62%0.66%Q1 2023Q2 20232
Certus Wealth Management, LLC 220.44%0.93%1.42%Q2 2023Q3 20232
PFW Advisors LLC 220.19%0.19%0.19%Q2 2023Q3 20232
WHALEROCK POINT PARTNERS, LLC 220.10%0.10%0.10%Q2 2015Q3 20152
R & A Capital Management, LLC 222.89%2.93%2.97%Q2 2013Q3 20132
Jenkins Wealth 111.66%2.94%4.23%Q4 2021Q4 20222
Ken Stern & Associates, Inc. 111.30%2.09%2.88%Q4 2015Q2 20182
Rafferty Asset Management, LLC 220.04%0.08%0.12%Q3 2014Q4 20142
Cornell Pochily Investment Advisors, Inc. 110.06%0.10%0.15%Q4 2017Q2 20192
Oak Harvest Investment Services 110.05%0.06%0.06%Q4 2021Q3 20222
Davis Capital Management 220.00%0.01%0.01%Q1 2020Q2 20202
HYA Advisors, Inc 220.07%0.08%0.10%Q1 2022Q2 20222
CGC Financial Services, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 110.01%0.03%0.06%Q1 2018Q4 20182
CYPRESS FINANCIAL PLANNING LLC 220.20%0.20%0.21%Q2 2022Q3 20222
Jackson Wealth Management, LLC 220.25%0.26%0.26%Q1 2021Q2 20212
Fortis Capital Advisors, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
LANDAAS & CO /WI /ADV 110.00%0.03%0.05%Q3 2017Q2 20182
MATTERN CAPITAL MANAGEMENT, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Premia Global Advisors, LLC 220.01%0.02%0.02%Q1 2018Q2 20182
STANCORP INVESTMENT ADVISERS INC 220.18%0.19%0.20%Q4 2014Q1 20152
True Capital Management 220.28%0.28%0.28%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
Aris Wealth Services, Inc. 220.01%0.02%0.02%Q2 2015Q3 20152
Fortis Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Jane Street Holding, LLC 220.00%0.07%0.13%Q3 2013Q4 20132
Dynasty Wealth Management, LLC 220.31%0.38%0.45%Q2 2018Q3 20182
Stokes & Hubbell Capital Management, LLC 220.24%0.25%0.25%Q3 2015Q4 20152
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Rezny Wealth Management, Inc. 220.20%0.21%0.22%Q2 2015Q3 20152
SevenBridge Financial Group, LLC 110.00%0.03%0.05%Q4 2017Q4 20212
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
First Financial Bank - Trust Division 220.04%0.04%0.05%Q2 2018Q3 20182
Accurate Wealth Management, LLC 220.06%0.10%0.14%Q3 2022Q4 20222
EVERETT HARRIS & CO /CA/ 220.00%0.00%0.01%Q2 2022Q3 20222
Delta Financial Group, Inc. 110.11%0.11%0.12%Q1 2023Q3 20232
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q4 20202
Madison Asset Management, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Silverleafe Capital Partners, LLC 110.17%0.17%0.18%Q4 2021Q2 20222
Aspen Grove Capital, LLC 220.13%0.15%0.18%Q2 2023Q3 20232
Consolidated Planning Corp 110.04%0.04%0.05%Q3 2021Q2 20232
BASSO CAPITAL MANAGEMENT, L.P. 220.32%0.33%0.34%Q4 2022Q1 20232
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.12%0.13%0.13%Q2 2023Q3 20232
TKG Advisors, LLC 220.15%0.17%0.18%Q4 2022Q1 20232
TFO Wealth Partners, LLC 110.00%0.01%0.01%Q4 2021Q2 20222
Blue Zone Wealth Advisors, LLC 220.11%0.13%0.14%Q3 2021Q4 20212
BAR HARBOR TRUST SERVICES 220.00%0.04%0.08%Q1 2022Q2 20222
WRAPMANAGER INC 220.08%0.09%0.09%Q3 2016Q4 20162
Altus Wealth Group LLC 220.05%0.06%0.06%Q4 2020Q1 20212
FSA Wealth Management LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Phoenix Wealth Advisors 220.02%0.02%0.02%Q2 2021Q3 20212
Black Swift Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Avalon Investment & Advisory 110.03%0.03%0.04%Q4 2021Q4 20222
Lake Hills Wealth Management, LLC 220.18%0.36%0.54%Q4 2021Q1 20222
Nova R Wealth, Inc. 220.17%0.18%0.20%Q2 2023Q3 20232
Oak Point Wealth Management 220.66%0.67%0.68%Q4 2017Q1 20182
DDD Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Belmont Capital, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.03%0.06%Q2 2013Q3 20132
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.01%Q4 2016Q4 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
Paradigm, Strategies in Wealth Management, LLC 220.04%0.05%0.05%Q1 2021Q2 20212
Bruderman Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Fairhaven Wealth Management, LLC 110.08%0.12%0.15%Q3 2022Q2 20232
FIRST FOUNDATION ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
L.M. KOHN & COMPANY 220.09%0.10%0.10%Q1 2022Q2 20222
Red Cedar Capital, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Arlington Financial Advisors, LLC 110.10%0.15%0.21%Q1 2021Q4 20212
Planned Solutions, Inc. 220.03%0.03%0.03%Q3 2020Q4 20202
QCM Cayman, Ltd. 110.68%0.76%0.84%Q2 2020Q1 20212
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2018Q4 20192
Invst, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
WT Wealth Management 220.09%0.09%0.09%Q3 2021Q4 20212
Old North State Trust, LLC 220.19%0.21%0.22%Q3 2018Q4 20182
Nalls Sherbakoff Group, LLC 110.00%0.02%0.04%Q4 2018Q1 20232
ADE, LLC 220.04%0.05%0.05%Q2 2021Q3 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q4 20152
Penn Capital Management Company, LLC 110.03%0.03%0.04%Q1 2020Q2 20222
Essex LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Reynolds Investment Management, Inc. 221.69%1.70%1.71%Q1 2022Q2 20222
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q4 20132
Solstein Capital, LLC 220.02%0.02%0.03%Q3 2021Q4 20212
Capital Square, LLC 220.33%0.34%0.36%Q1 2023Q2 20232
Main Management LLC 220.01%0.01%0.01%Q3 2018Q4 20182
Pinnacle Advisory Group, Inc. 110.01%0.02%0.03%Q2 2016Q1 20212
Coppell Advisory Solutions Corp. 220.18%0.27%0.36%Q4 2022Q1 20232
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.17%0.83%1.48%Q4 2021Q2 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Valley Brook Capital Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Nauset Wealth Management. LLC 221.40%1.42%1.44%Q4 2021Q1 20222
LEGG MASON, INC. 220.02%0.13%0.24%Q3 2016Q4 20162
North Ridge Wealth Advisors, Inc. 220.21%0.21%0.21%Q1 2023Q2 20232
IRON Financial LLC 220.20%0.21%0.21%Q2 2017Q3 20172
RFG HOLDINGS, INC. 220.14%0.15%0.15%Q2 2021Q3 20212
ETF Store, Inc. 110.14%0.15%0.16%Q4 2021Q2 20232
Brouwer & Janachowski, LLC 110.02%0.03%0.03%Q1 2014Q2 20152
Apexium Financial, LP 220.05%0.05%0.05%Q2 2023Q3 20232
Headlands Technologies LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Davis Investment Partners, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Alhambra Investment Management LLC 220.97%1.10%1.22%Q2 2023Q3 20232
Secrest Blakey & Associates, LLC 220.05%0.05%0.05%Q2 2019Q3 20192
Pictet North America Advisors SA 220.06%0.06%0.06%Q1 2021Q2 20212
Fortress Wealth Management, Inc. 220.19%0.19%0.20%Q4 2021Q1 20222
CHERRYDALE WEALTH MANAGEMENT, LLC 220.81%0.81%0.82%Q3 2023Q4 20232
Cornerstone Planning Group LLC 110.00%0.01%0.03%Q4 2022Q3 20232
Ritter Daniher Financial Advisory LLC / DE 220.00%0.00%0.01%Q2 2023Q3 20232
Revisor Wealth Management LLC 220.84%0.85%0.86%Q1 2023Q2 20232
Taylor Wealth Management Partners 220.01%0.01%0.01%Q1 2015Q2 20152
DIXON HUBARD FEINOUR & BROWN INC/VA 220.02%0.02%0.02%Q4 2021Q1 20222
Detalus Advisors, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.00%0.02%0.04%Q2 2023Q3 20232
Watson Rebecca 220.01%0.31%0.60%Q2 2020Q3 20202
CLARK ESTATES INC/NY 220.04%0.05%0.05%Q2 2023Q3 20232
DAYMARK WEALTH PARTNERS, LLC 220.49%0.61%0.73%Q2 2023Q3 20232
Arcadia Wealth Management, LLC 222.44%2.52%2.60%Q2 2023Q3 20232
Gresham Partners, LLC 223.13%5.28%7.42%Q3 2015Q4 20152
CenterStar Asset Management, LLC 110.13%0.15%0.16%Q1 2020Q1 20202
Glassy Mountain Advisors, Inc. 220.02%2.06%4.11%Q4 2022Q1 20232
Altus Wealth Management, LLC 110.28%0.28%0.28%Q4 2019Q2 20202
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q4 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.04%0.05%0.05%Q4 2021Q1 20222
STRALEM & CO INC 220.10%0.10%0.10%Q1 2020Q2 20202
Wechter Feldman Wealth Management, Inc. 220.37%3.62%6.87%Q4 2016Q1 20172
ORG Partners LLC 220.00%0.02%0.03%Q2 2023Q3 20232
Capital Wealth Planning, LLC 220.02%0.03%0.04%Q2 2019Q3 20192
Nemes Rush Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First Allied Asset Management, Inc. 221.00%1.05%1.09%Q4 2014Q1 20152
Kraft, Davis & Associates, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Advisory Resource Group 220.06%0.08%0.10%Q2 2023Q3 20232
Spectrum Financial Alliance Ltd LLC 224.88%5.09%5.30%Q2 2023Q3 20232
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.09%0.10%0.12%Q4 2018Q1 20202
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
BEL AIR INVESTMENT ADVISORS LLC 220.28%0.28%0.28%Q1 2021Q2 20212
PENSECO FINANCIAL SERVICES CORP 220.08%0.08%0.08%Q2 2013Q3 20132
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 222.60%2.67%2.73%Q4 2020Q1 20212
CABANA LLC 110.69%0.77%0.85%Q2 2020Q3 20212
Impact Partnership Wealth, LLC 220.10%1.67%3.23%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 222.01%2.02%2.04%Q2 2023Q3 20232
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Carnick & Kubik, LLC 110.02%0.04%0.05%Q3 2015Q1 20162
PIERSHALE FINANCIAL GROUP, INC. 220.01%0.01%0.01%Q2 2016Q3 20162
Buttonwood Financial Advisors Inc. 220.27%0.30%0.34%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.14%0.15%0.15%Q4 2018Q1 20192
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q3 2013Q1 20142
UNION SAVINGS BANK 220.02%0.02%0.02%Q2 2023Q3 20232
VERITY Wealth Advisors 110.18%0.18%0.19%Q2 2023Q4 20232
New Harbor Financial Group, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Platte River Wealth Advisors, LLC 110.47%0.63%0.78%Q4 2019Q2 20202
Spears Abacus Advisors LLC 220.02%0.02%0.02%Q4 2020Q1 20212
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.08%0.16%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.08%0.11%Q4 2021Q3 20222
CFO4Life, L.P. 220.39%0.39%0.40%Q1 2015Q2 20152
ExodusPoint Capital Management, LP 110.76%0.76%0.76%Q4 2020Q4 20202
Princeton Global Asset Management LLC 220.46%0.48%0.51%Q1 2020Q2 20202
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.03%0.06%0.10%Q2 2017Q2 20182
MIDDLETON & CO INC/MA 220.04%0.04%0.04%Q2 2023Q3 20232
Tradeworx Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
PRELUDE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BCM ADVISORS, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Enterprise Bank & Trust Co 110.09%0.09%0.09%Q1 2023Q1 20231
Indiana Trust & Investment Management CO 110.12%0.12%0.12%Q3 2023Q3 20231
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
All Season Financial Advisors, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
Beacon Pointe Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Facet Wealth, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
COHEN LAWRENCE B 110.33%0.33%0.33%Q4 2022Q4 20221
Zebra Capital Management LLC 117.79%7.79%7.79%Q4 2022Q4 20221
CAPITAL CITY TRUST CO/FL 110.07%0.07%0.07%Q3 2023Q3 20231
Champlain Investment Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Osbon Capital Management LLC 1111.58%11.58%11.58%Q2 2019Q2 20191
Strategic Financial Planning, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.70%0.70%0.70%Q3 2023Q3 20231
BANYAN CAPITAL MANAGEMENT, INC. 110.72%0.72%0.72%Q4 2018Q4 20181
Corsair Capital Management 110.14%0.14%0.14%Q1 2022Q1 20221
FIDUCIARY COUNSELLING INC 110.47%0.47%0.47%Q4 2017Q4 20171
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MARVIN & PALMER ASSOCIATES INC 112.67%2.67%2.67%Q3 2018Q3 20181
RICE HALL JAMES & ASSOCIATES, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
BALYASNY ASSET MANAGEMENT L.P. 110.15%0.15%0.15%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
Ethic Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
HAYS ADVISORY LLC 112.00%2.00%2.00%Q3 2018Q3 20181
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Great Diamond Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Reitz Capital Advisors LLC 110.01%0.01%0.01%Q2 2020Q2 20201
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.02%0.02%0.02%Q3 2020Q3 20201
Crumly & Associates Inc. 110.22%0.22%0.22%Q4 2019Q4 20191
Inlet Private Wealth, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
TANDEM CAPITAL MANAGEMENT CORP /ADV 110.18%0.18%0.18%Q4 2019Q4 20191
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Core Alternative Capital 110.01%0.01%0.01%Q4 2021Q4 20211
ACIMA PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
MRA Associates USA LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Lehman Financial Resources, Inc. 110.03%0.03%0.03%Q3 2015Q3 20151
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
VANCE WEALTH, INC. 110.27%0.27%0.27%Q4 2021Q4 20211
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
Thor Advisors, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Equius Partners, Inc. 110.24%0.24%0.24%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Chicago Wealth Management, Inc. 110.15%0.15%0.15%Q2 2021Q2 20211
Hefren-Tillotson, Inc. 110.08%0.08%0.08%Q1 2021Q1 20211
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ACORNS SECURITIES, LLC 1114.02%14.02%14.02%Q4 2017Q4 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Advisors Preferred, LLC 111.52%1.52%1.52%Q1 2014Q1 20141
BARNES PETTEY FINANCIAL ADVISORS, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
SIGNET MANAGEMENT USA, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
MURPHY CAPITAL MANAGEMENT INC 110.06%0.06%0.06%Q2 2022Q2 20221
Ergoteles LLC 110.12%0.12%0.12%Q2 2021Q2 20211
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 1110.18%10.18%10.18%Q1 2021Q1 20211
BECK CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Landsberg, Bennett, & Dubbaneh LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Fragasso Group Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
KerberRose Wealth Management, LLC 112.34%2.34%2.34%Q2 2022Q2 20221
Sather Financial Group Inc 110.10%0.10%0.10%Q4 2019Q4 20191
DAVIDSON TRUST CO 110.27%0.27%0.27%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MONOGRAPH WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Transparent Wealth Partners LLC 111.95%1.95%1.95%Q1 2022Q1 20221
Anson Capital, Inc. 110.37%0.37%0.37%Q1 2023Q1 20231
SAXON INTERESTS, INC. 113.60%3.60%3.60%Q3 2023Q3 20231
Rosenbaum Jay D. 110.38%0.38%0.38%Q3 2023Q3 20231
EisnerAmper Wealth Management Corporate Benefits, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
TD ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Stiles Financial Services Inc 110.22%0.22%0.22%Q4 2022Q4 20221
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Manhattan West Asset Management, LLC 110.47%0.47%0.47%Q4 2021Q4 20211
Arvest Bank Trust Division 110.01%0.01%0.01%Q4 2020Q4 20201
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
ML & R WEALTH MANAGEMENT LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Permit Capital Advisors, LLC 110.32%0.32%0.32%Q1 2022Q1 20221
Godshalk Welsh Capital Management, Inc. 110.07%0.07%0.07%Q4 2014Q4 20141
PROVENCE WEALTH MANAGEMENT GROUP 110.06%0.06%0.06%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Carmel Capital Partners, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
Family Capital Trust Co 110.01%0.01%0.01%Q3 2018Q3 20181
VALENTINE VENTURES LLC 110.48%0.48%0.48%Q4 2018Q4 20181
THEORY FINANCIAL LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Eukles Asset Management 110.01%0.01%0.01%Q2 2023Q2 20231
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Private Advisory Group LLC 111.83%1.83%1.83%Q1 2020Q1 20201
Astoria Portfolio Advisors LLC. 110.40%0.40%0.40%Q4 2022Q4 20221
Tradewinds, LLC. 110.29%0.29%0.29%Q4 2022Q4 20221
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q1 2019Q1 20191
Lebenthal Holdings,LLC 110.04%0.04%0.04%Q2 2016Q2 20161
HABERER REGISTERED INVESTMENT ADVISOR INC 110.00%0.00%0.00%Q2 2013Q2 20131
Coastwise Capital Group, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Northwest Bank & Trust Co 110.14%0.14%0.14%Q2 2023Q2 20231
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Vontobel Swiss Wealth Advisors AG 110.00%0.00%0.00%Q4 2014Q4 20141
NBT BANK N A /NY 110.03%0.03%0.03%Q2 2021Q2 20211
Blue Sky Asset Management, LLC 110.48%0.48%0.48%Q1 2020Q1 20201
Pointe Capital Management LLC 110.64%0.64%0.64%Q4 2016Q4 20161
ASB Consultores, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Pegasus Partners Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Private Wealth Strategies, L.L.C. 110.01%0.01%0.01%Q3 2023Q3 20231
Prentice Wealth Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Genesee Capital Advisors, LLC 112.12%2.12%2.12%Q2 2021Q2 20211
Strata Wealth Advisors, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Cavalier Investments, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Hibernia Wealth Partners, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Three Bridge Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Econ Financial Services Corp 112.50%2.50%2.50%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 114.34%4.34%4.34%Q1 2021Q1 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Wilks Brothers, LLC 110.41%0.41%0.41%Q2 2018Q2 20181
Connectus Wealth, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MADRONA FUNDS, LLC 113.52%3.52%3.52%Q3 2019Q3 20191
Ascent Wealth Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Schonfeld Strategic Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oliver Luxxe Assets LLC 110.85%0.85%0.85%Q4 2015Q4 20151
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Florence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SteelBridge Private Wealth Advisors LLC 111.04%1.04%1.04%Q2 2017Q2 20171
Gallacher Capital Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Align Wealth Management, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Catamount Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RIVERBRIDGE PARTNERS LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Financial Strategies Group, Inc. 110.09%0.09%0.09%Q1 2022Q1 20221
Maltin Wealth Management, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
MCDANIEL TERRY & CO 110.04%0.04%0.04%Q4 2021Q4 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FOCUS Wealth Advisors, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
ROBERTSON STEPHENS ADVISORS LLC 110.34%0.34%0.34%Q4 2016Q4 20161
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Copperwynd Financial, LLC 113.80%3.80%3.80%Q4 2017Q4 20171
Corient Capital Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
O'Brien Wealth Partners LLC 110.01%0.01%0.01%Q3 2018Q3 20181
LWMG, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Houlihan Financial Resource Group, Ltd. 110.07%0.07%0.07%Q3 2020Q3 20201
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Michelson Medical Research Foundation, Inc. 112.41%2.41%2.41%Q3 2023Q3 20231
HCR Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
KCS Wealth Advisory 110.07%0.07%0.07%Q3 2019Q3 20191
Ullmann Wealth Partners Group, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Park Edge Advisors, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Moloney Securities Asset Management, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
Ackerman Capital Advisors, LLC 110.10%0.10%0.10%Q2 2017Q2 20171
Arjuna Capital 110.01%0.01%0.01%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Providence First Trust Co 110.02%0.02%0.02%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PALISADE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q4 2018Q4 20181
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Spearhead Capital Advisors, LLC 113.14%3.14%3.14%Q1 2020Q1 20201
Paloma Partners Management Co 110.00%0.00%0.00%Q1 2017Q1 20171
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Diametric Capital, LP 113.67%3.67%3.67%Q4 2021Q4 20211
Silicon Hills Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CHANNEL WEALTH LLC 110.16%0.16%0.16%Q1 2023Q1 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2023Q1 20231
Hudson Value Partners, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Sargent Investment Group, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Abacus Wealth Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Maxim Capital Management LLC 110.22%0.22%0.22%Q2 2020Q2 20201
Shilanski & Associates, Inc. 113.71%3.71%3.71%Q3 2022Q3 20221
Clarfeld Financial Advisors, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Carlsbad Wealth Advisory Group, Inc. 110.42%0.42%0.42%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Wilmington Trust, National Association 110.00%0.00%0.00%Q2 2014Q2 20141
Fulcrum Capital LLC 110.08%0.08%0.08%Q1 2019Q1 20191
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
QRG CAPITAL MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.56%0.56%0.56%Q3 2023Q3 20231
Wealthgate Family Office, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.73%0.73%0.73%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Prosperitas Financial LLC 112.52%2.52%2.52%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.74%0.74%0.74%Q3 2023Q3 20231
Austin Wealth Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.10%0.10%0.10%Q4 2020Q4 20201
GFS Private Wealth, LLC 110.39%0.39%0.39%Q4 2017Q4 20171
Gryphon Financial Partners LLC 110.32%0.32%0.32%Q4 2018Q4 20181
J.Safra Asset Management Corp 1115.51%15.51%15.51%Q4 2016Q4 20161
Holistic Financial Partners 110.00%0.00%0.00%Q1 2018Q1 20181
Boston Trust Walden Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Ground Swell Capital, LLC 110.57%0.57%0.57%Q1 2022Q1 20221
Virtu Financial LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Pantheon Investment Group, LLC 110.39%0.39%0.39%Q4 2019Q4 20191
CLEAR STREET MARKETS LLC 110.15%0.15%0.15%Q3 2017Q3 20171
Jump Financial, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Stelac Advisory Services LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Axiom Investment Management LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Main Street Research LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Quantum Capital Management, LLC / NJ 114.04%4.04%4.04%Q3 2017Q3 20171
Sound View Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
CXI Advisors 110.10%0.10%0.10%Q4 2019Q4 20191
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Carlton Hofferkamp & Jenks Wealth Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
MILLIE CAPITAL MANAGEMENT, LLC 110.51%0.51%0.51%Q4 2016Q4 20161
Legacy Wealth Management, Inc 112.75%2.75%2.75%Q4 2018Q4 20181
SHAYNE & JACOBS, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
IAM Advisory, LLC 112.12%2.12%2.12%Q2 2021Q2 20211
JBF Capital, Inc. 110.98%0.98%0.98%Q1 2021Q1 20211
Winchester Group Inc. 110.05%0.05%0.05%Q3 2013Q3 20131
Capital Advisors Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Daniels&Tansey,LLP 111.71%1.71%1.71%Q3 2020Q3 20201
Chimera Capital Management LLC 110.59%0.59%0.59%Q2 2022Q2 20221
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
My Legacy Advisors, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
SevenOneSeven Capital Management 110.02%0.02%0.02%Q1 2021Q1 20211
G&S Capital LLC 110.76%0.76%0.76%Q4 2017Q4 20171
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
EXCHANGE TRADED CONCEPTS, LLC 110.37%0.37%0.37%Q3 2021Q3 20211
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
Silversage Advisors 118.30%8.30%8.30%Q2 2021Q2 20211
Verition Fund Management LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Kinloch Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CAMDEN NATIONAL CORP 110.07%0.07%0.07%Q1 2021Q1 20211
OLD MISSION CAPITAL, LLC 110.56%0.56%0.56%Q4 2020Q4 20201
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST FINANCIAL EQUITY CORPORATION 110.19%0.19%0.19%Q1 2017Q1 20171
SENTINEL ASSET MANAGEMENT, INC. 110.09%0.09%0.09%Q2 2017Q2 20171
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Scarborough Advisors, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
External links

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