WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.03%Q2 2013Q3 2023112
Citadel Advisors 3010.00%0.00%0.01%Q1 2014Q3 202364
HUNTINGTON NATIONAL BANK 3620.00%0.05%0.23%Q2 2010Q3 202348
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.09%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.57%1.19%1.89%Q2 2013Q3 202342
Cornerstone Capital, Inc. 42420.25%1.94%3.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.04%0.15%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.06%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
GREENLEAF TRUST 42420.00%0.19%1.26%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.01%0.09%0.46%Q1 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Creative Planning 42420.11%0.20%0.32%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.45%0.79%1.80%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.12%0.45%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.02%0.11%0.24%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.01%0.33%2.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.04%0.12%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.04%0.18%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.02%0.06%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42420.08%0.49%1.20%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 27140.14%0.26%0.62%Q2 2013Q3 202341
ROTHSCHILD INVESTMENT LLC /IL 41410.04%0.13%0.46%Q2 2013Q2 202341
M&T BANK CORP 26150.03%0.08%0.22%Q2 2013Q3 202341
MUFG Americas Holdings Corp 41410.00%0.04%0.36%Q3 2012Q3 202241
ASSETMARK, INC 41410.06%0.11%0.20%Q3 2013Q3 202341
BLAIR WILLIAM & CO/IL 3650.00%0.00%0.02%Q2 2013Q3 202341
Cutler Group LLC / CA 1020.00%0.00%0.01%Q4 2015Q3 202341
HighTower Advisors, LLC 30110.00%0.01%0.07%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.02%0.18%1.54%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Evanson Asset Management, LLC 40400.13%0.71%1.66%Q4 2013Q3 202340
JNBA Financial Advisors 2070.11%0.67%1.62%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 2480.00%0.08%0.47%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.04%0.24%Q3 2013Q3 202340
Private Advisor Group, LLC 3630.00%0.04%0.20%Q4 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.00%0.05%0.22%Q2 2013Q4 202239
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 39390.05%0.15%0.27%Q1 2014Q3 202339
Brinker Capital Investments, LLC 39390.05%0.77%2.42%Q2 2013Q4 202239
Regal Investment Advisors LLC 2710.06%0.15%0.37%Q2 2013Q3 202339
CAHILL FINANCIAL ADVISORS INC 23150.09%0.29%1.07%Q4 2013Q3 202338
Coastline Trust Co 37370.10%0.26%0.66%Q2 2013Q2 202237
Cetera Advisors LLC 1840.01%0.06%0.15%Q2 2013Q3 202337
MASSMUTUAL TRUST CO FSB/ADV 2980.00%0.00%0.02%Q3 2014Q4 202337
STIFEL FINANCIAL CORP 2530.00%0.01%0.04%Q1 2014Q3 202336
HOWE & RUSLING INC 2610.00%0.38%0.97%Q2 2013Q2 202336
Janney Capital Management LLC 25110.00%0.15%0.32%Q2 2013Q3 202336
JANE STREET GROUP, LLC 1810.00%0.04%0.36%Q1 2014Q3 202336
Klingman & Associates, LLC 36360.03%0.16%0.51%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.04%Q4 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
FRANKLIN RESOURCES INC 21140.00%0.01%0.04%Q2 2013Q3 202335
FINANCIAL COUNSELORS INC 22130.00%0.18%1.54%Q2 2013Q1 202235
Accredited Investors Inc. 35350.03%7.06%19.18%Q2 2013Q4 202135
AMERICAN NATIONAL INSURANCE CO 35350.03%0.18%0.58%Q3 2013Q1 202235
D.A. DAVIDSON & CO. 2210.00%0.02%0.07%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.00%0.04%0.13%Q2 2015Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.02%0.19%0.41%Q2 2015Q3 202334
Tortoise Investment Management, LLC 33330.01%0.06%0.23%Q4 2012Q4 202033
SIGNET FINANCIAL MANAGEMENT, LLC 3030.06%0.13%0.21%Q4 2014Q3 202333
Valmark Advisers, Inc. 3110.01%0.03%0.06%Q2 2013Q3 202332
Capital Advisors, Ltd. LLC 2570.00%0.01%0.01%Q4 2013Q3 202332
Bank of New York Mellon Corp 1110.00%0.00%0.00%Q2 2013Q3 202332
KWMG, LLC 32320.03%0.61%3.08%Q4 2014Q3 202232
Anchor Investment Management, LLC 32320.00%0.01%0.02%Q1 2016Q4 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 2750.00%0.03%0.08%Q4 2013Q2 202332
TRUST CO OF VERMONT 32320.00%0.27%0.99%Q2 2013Q1 202132
Carroll Financial Associates, Inc. 32320.00%0.01%0.03%Q2 2013Q1 202132
GOLDMAN SACHS GROUP INC 1510.00%0.01%0.03%Q1 2012Q1 202231
Kistler-Tiffany Companies, LLC 2380.00%0.21%1.58%Q2 2013Q1 202131
Geneos Wealth Management Inc. 31310.01%0.01%0.04%Q1 2016Q3 202331
McNamara Financial Services, Inc. 31310.56%1.75%3.09%Q1 2016Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.00%0.04%0.31%Q3 2013Q4 202331
STEPHENS INC /AR/ 2740.00%0.02%0.05%Q2 2013Q3 202131
MOODY NATIONAL BANK TRUST DIVISION 1550.01%0.11%0.59%Q3 2013Q3 202331
Montecito Bank & Trust 31310.11%0.37%1.34%Q2 2016Q4 202331
SMITH, MOORE & CO. 31310.03%0.09%0.16%Q1 2016Q3 202331
SignalPoint Asset Management, LLC 31310.14%0.21%0.48%Q2 2013Q4 202031
IFP Advisors, Inc 17140.01%0.04%0.14%Q4 2015Q3 202331
AlphaMark Advisors, LLC 30300.01%0.07%0.36%Q2 2013Q3 202030
CAPTRUST FINANCIAL ADVISORS 2550.00%0.01%0.04%Q2 2013Q3 202330
Clearwater Capital Advisors, LLC 30300.05%0.46%1.08%Q2 2016Q3 202330
J.P. Morgan Private Wealth Advisors LLC 2120.01%0.07%0.74%Q2 2013Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.03%Q3 2013Q3 202329
LUCAS CAPITAL MANAGEMENT 29290.64%1.21%1.81%Q1 2013Q1 202029
WHITTIER TRUST CO OF NEVADA INC 29290.00%0.07%0.35%Q2 2013Q2 202029
NEXT Financial Group, Inc 15140.02%0.10%0.28%Q3 2014Q4 202129
SIGNATUREFD, LLC 2220.00%0.00%0.01%Q3 2013Q3 202329
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 28280.10%0.28%0.68%Q4 2016Q3 202328
Sabal Trust CO 28280.02%0.02%0.04%Q4 2016Q3 202328
DAVENPORT & Co LLC 1730.00%0.01%0.01%Q3 2013Q2 202228
3D ASSET MANAGEMENT, INC 27270.10%0.38%4.70%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.04%0.10%0.34%Q1 2017Q3 202327
WealthPLAN Partners, LLC 1810.00%0.19%0.51%Q1 2015Q4 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.13%1.13%Q2 2013Q4 201927
Asset Dedication, LLC 2610.00%0.03%0.05%Q4 2015Q3 202327
Bartlett & Co. LLC 2610.00%0.01%0.03%Q2 2013Q1 202027
OLD MISSION CAPITAL LLC 820.03%0.32%1.65%Q4 2014Q3 202327
First Washington CORP 27270.01%0.03%0.14%Q2 2013Q4 201927
Financial Architects, Inc 1890.00%0.35%3.55%Q2 2013Q2 202027
EisnerAmper Wealth Management Corporate Benefits, LLC 1510.10%2.15%7.59%Q4 2014Q1 202227
COLONY GROUP LLC 1970.01%0.03%0.05%Q2 2014Q3 202326
Sargent Bickham Lagudis LLC 14120.00%0.00%0.00%Q1 2016Q4 202226
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
FLOW TRADERS U.S. LLC 810.01%0.50%5.01%Q4 2013Q3 202326
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2013Q1 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.01%Q2 2013Q3 201926
Parkside Advisors LLC 25250.77%1.73%2.03%Q4 2013Q4 201925
Tower Research Capital LLC (TRC) 2210.00%0.00%0.01%Q4 2013Q3 202325
GM Advisory Group, LLC 1820.03%1.70%3.13%Q4 2013Q4 202125
HSBC HOLDINGS PLC 25250.00%0.01%0.05%Q1 2012Q1 201825
Mariner, LLC 25250.01%0.22%1.26%Q2 2013Q2 201925
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2140.00%0.01%0.03%Q2 2013Q3 202325
FUKOKU MUTUAL LIFE INSURANCE Co 25251.38%1.71%2.50%Q4 2016Q4 202225
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q2 2016Q3 202224
Larson Financial Group LLC 24240.06%2.57%6.22%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.02%Q4 2017Q3 202324
CADENCE BANK NA 2040.10%0.17%0.26%Q2 2014Q2 202224
Oakworth Capital, Inc. 14100.00%0.00%0.00%Q2 2016Q3 202224
WEBSTER BANK, N. A. 23230.00%0.00%0.01%Q4 2016Q2 202223
Gradient Investments LLC 1710.00%0.06%0.34%Q2 2013Q1 202323
FDx Advisors, Inc. 2120.01%0.03%0.05%Q3 2013Q2 201923
Parallel Advisors, LLC 2210.00%0.00%0.01%Q4 2016Q3 202323
ASPIRIANT, LLC 23230.03%1.87%7.34%Q1 2018Q3 202323
First Allied Advisory Services, Inc. 1210.01%0.07%0.39%Q2 2013Q1 202023
StrategIQ Financial Group, LLC 23230.26%0.68%1.02%Q1 2018Q3 202323
BOYS ARNOLD & CO INC 2210.03%0.22%1.15%Q2 2013Q3 201923
Cheviot Value Management, LLC 23230.79%1.16%1.52%Q1 2018Q3 202323
Shoker Investment Counsel, Inc. 22220.21%0.46%0.76%Q4 2013Q1 201922
CWM, LLC 1310.00%0.12%0.20%Q4 2015Q3 202322
CX Institutional 22220.01%0.53%1.39%Q2 2018Q3 202322
BlackRock Inc. 1480.00%0.00%0.00%Q4 2015Q2 202122
ProVise Management Group, LLC 1620.02%0.15%0.28%Q2 2013Q4 201922
Patriot Financial Group Insurance Agency, LLC 1660.00%0.05%0.11%Q4 2016Q2 202222
TRUSTCORE FINANCIAL SERVICES, LLC 21210.03%0.27%1.20%Q4 2017Q4 202221
Mengis Capital Management, Inc. 1910.05%0.32%0.79%Q4 2014Q1 202121
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
MENLO ADVISORS LLC 2010.33%3.09%4.11%Q4 2015Q4 202121
HOLDERNESS INVESTMENTS CO 1710.09%0.34%1.06%Q4 2015Q2 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.05%Q3 2018Q3 202321
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 21210.10%0.35%0.79%Q1 2014Q1 201921
UNITED SERVICES AUTOMOBILE ASSOCIATION 21210.00%0.03%0.08%Q2 2013Q2 201821
Wealthcare Advisory Partners LLC 11100.00%0.02%0.04%Q4 2017Q3 202321
Chicago Partners Investment Group LLC 1650.00%0.01%0.05%Q4 2014Q4 202121
Fusion Family Wealth LLC 1830.00%1.42%16.97%Q4 2016Q3 202321
Advisory Alpha, LLC 2010.00%0.22%0.46%Q4 2013Q1 202021
CAPE ANN SAVINGS BANK 1650.35%0.65%0.93%Q2 2013Q2 201921
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Elwood & Goetz Wealth Advisory Group, LLC 20200.06%0.99%2.83%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.05%0.14%Q4 2018Q3 202320
Archer Investment Corp 20200.02%0.03%0.06%Q4 2018Q3 202320
Front Row Advisors LLC 20200.00%0.00%0.01%Q4 2017Q3 202220
REILLY FINANCIAL ADVISORS, LLC 20200.00%0.00%0.01%Q1 2014Q4 201820
Millburn Ridgefield Corp 20200.00%0.01%0.05%Q4 2016Q3 202120
TD ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q2 2015Q1 202020
Beacon Pointe Advisors, LLC 20200.01%0.07%0.19%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.09%0.18%0.25%Q4 2018Q3 202320
BARCLAYS PLC 1120.00%0.00%0.00%Q2 2013Q3 202120
AVANTAX ADVISORY SERVICES, INC. 20200.19%1.64%3.74%Q4 2018Q3 202320
FIRST AMERICAN TRUST, FSB 1460.14%0.28%0.54%Q1 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.04%Q4 2017Q3 202220
GYL FINANCIAL SYNERGIES, LLC 20200.05%0.33%0.64%Q4 2018Q3 202320
SIMPLEX TRADING, LLC 1210.00%0.00%0.01%Q2 2015Q2 202319
Cranberry Lake Advisors LLC 19191.00%3.14%10.81%Q1 2014Q3 201819
Cedar Wealth Management, LLC 19190.02%0.02%0.03%Q4 2018Q2 202319
LAZARD ASSET MANAGEMENT LLC 1010.00%0.00%0.00%Q2 2013Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 19190.01%0.01%0.04%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BEACON FINANCIAL GROUP 19190.39%1.44%3.64%Q1 2014Q3 201819
GFS Advisors, LLC 19190.31%0.56%0.82%Q1 2019Q3 202319
Unison Advisors LLC 19190.16%0.96%1.57%Q4 2017Q2 202219
Private Vista, LLC 19190.26%2.36%5.98%Q4 2015Q2 202019
First National Bank of South Miami 19190.04%0.15%0.32%Q4 2018Q2 202319
Private Capital Group, LLC 18180.01%0.02%0.03%Q4 2017Q1 202218
NewSquare Capital LLC 1440.00%0.05%0.10%Q3 2014Q3 202318
Jacobi Capital Management LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1350.00%0.00%0.00%Q4 2013Q2 201818
Benchmark Capital Advisors 18180.29%0.70%1.25%Q1 2014Q2 201818
NORTHERN TRUST CORP 1410.00%0.00%0.00%Q2 2013Q3 201818
Asset Planning Services, Ltd. 18180.02%0.04%0.08%Q2 2015Q3 201918
KEYBANK NATIONAL ASSOCIATION/OH 18180.00%0.00%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.03%0.13%0.29%Q2 2013Q3 201718
MERCER GLOBAL ADVISORS INC /ADV 17170.01%0.02%0.06%Q3 2019Q3 202317
Western Asset Management Company, LLC 1610.00%0.02%0.04%Q3 2013Q2 202017
Avion Wealth 17170.03%0.07%0.28%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.01%Q3 2019Q3 202317
Steinberg Global Asset Management 17170.04%0.07%0.11%Q1 2015Q1 201917
WFG Advisors, LP 17170.02%0.06%0.14%Q2 2013Q2 201717
M Holdings Securities, Inc. 1510.05%0.16%0.26%Q1 2014Q1 202017
Pointe Capital Management LLC 1070.22%0.37%0.47%Q1 2015Q2 201917
Simmons Bank 1310.02%0.08%0.12%Q1 2016Q2 202117
WINTRUST INVESTMENTS LLC 710.02%0.05%0.08%Q2 2018Q2 202317
Ausdal Financial Partners, Inc. 1610.13%0.51%4.08%Q4 2015Q3 202017
Alexandria Capital, LLC 17170.00%0.06%0.32%Q2 2013Q2 201717
B. Riley Wealth Advisors, Inc. 1110.00%0.04%0.15%Q2 2013Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1430.01%0.12%0.43%Q4 2016Q3 202117
1st Global Advisors, Inc. 1060.05%0.07%0.12%Q2 2013Q2 201716
BOKF, NA 1010.00%0.04%0.11%Q2 2013Q1 202316
New England Private Wealth Advisors LLC 970.05%1.42%7.09%Q4 2012Q3 202316
Veritable, L.P. 16160.01%0.26%0.67%Q4 2012Q3 201616
American Institute for Advanced Investment Management, LLP 16160.30%0.52%1.56%Q4 2019Q3 202316
Financial Management Professionals, Inc. 1510.00%1.21%9.06%Q2 2013Q2 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.01%0.28%0.87%Q4 2019Q3 202316
Cordasco Financial Network 16160.00%0.00%0.01%Q3 2018Q2 202216
Vestmark Advisory Solutions, Inc. 1120.01%0.04%0.18%Q1 2019Q2 202316
HighMark Wealth Management LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
TFG Advisers LLC 16160.12%0.25%0.42%Q4 2018Q3 202216
One Capital Management, LLC 820.04%0.12%0.28%Q1 2014Q2 202316
Horrell Capital Management, Inc. 16160.00%0.00%0.00%Q2 2013Q1 201716
Legacy Bridge, LLC 16160.07%0.10%0.20%Q4 2019Q3 202316
NATIONAL PLANNING CORP 1060.02%0.05%0.15%Q2 2013Q2 201716
Ancora Advisors LLC 710.00%0.00%0.00%Q4 2016Q3 202316
Capital Analysts, LLC 710.00%0.20%0.58%Q1 2016Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.05%0.09%Q4 2019Q3 202316
IFG Advisory, LLC 1510.02%0.05%0.16%Q1 2019Q3 202316
Old North State Trust, LLC 730.07%0.10%0.17%Q3 2018Q1 202316
PBMares Wealth Management LLC 870.09%0.24%0.75%Q4 2019Q3 202315
BOK Financial Private Wealth, Inc. 960.03%1.31%4.74%Q2 2013Q4 201815
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.45%1.18%1.70%Q1 2017Q3 202015
Retirement Group, LLC 1410.02%0.04%0.07%Q4 2019Q3 202315
WEDBUSH SECURITIES INC 810.01%0.04%0.06%Q3 2016Q1 202215
Your Advocates Ltd., LLP 15150.00%0.16%0.54%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
CVA Family Office, LLC 15150.01%0.06%0.38%Q4 2019Q2 202315
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%0.00%0.04%Q1 2015Q1 201915
OPPENHEIMER & CO INC 610.00%0.04%0.09%Q2 2013Q2 202115
CULLEN/FROST BANKERS, INC. 15150.00%0.00%0.00%Q1 2019Q3 202215
MSI Financial Services Inc 15150.01%0.07%0.18%Q2 2013Q4 201615
Autus Asset Management, LLC 1050.04%0.33%0.63%Q2 2013Q1 201715
Qube Research & Technologies Ltd 730.00%0.02%0.09%Q4 2019Q3 202314
Voya Financial Advisors, Inc. 1130.01%0.03%0.09%Q1 2015Q3 202014
SHEETS SMITH WEALTH MANAGEMENT 1220.06%0.13%0.19%Q1 2014Q4 201914
Princeton Global Asset Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
EATON VANCE MANAGEMENT 1040.00%0.00%0.00%Q2 2013Q1 202214
Stratos Wealth Partners, LTD. 1110.00%0.05%0.08%Q4 2017Q3 202314
Mosaic Family Wealth, LLC 14140.03%0.03%0.03%Q4 2015Q1 201914
NewEdge Advisors, LLC 1040.00%0.04%0.10%Q4 2017Q3 202314
OLD NATIONAL BANCORP /IN/ 14140.01%0.06%0.18%Q2 2014Q3 201714
SUNTRUST BANKS INC 860.00%0.00%0.01%Q2 2013Q3 201914
Cetera Investment Advisers 14140.01%0.03%0.05%Q2 2020Q3 202314
Cresset Asset Management, LLC 1310.00%0.01%0.01%Q1 2020Q3 202314
Element Wealth, LLC 14140.34%0.40%0.49%Q2 2020Q3 202314
TOMPKINS FINANCIAL CORP 1210.00%2.23%5.06%Q2 2013Q1 201713
Key FInancial Inc 1210.02%0.03%0.07%Q1 2020Q3 202313
Freestone Capital Holdings, LLC 610.00%0.15%0.41%Q3 2015Q4 202013
J.W. COLE ADVISORS, INC. 810.05%0.07%0.09%Q4 2019Q3 202313
BROWN ADVISORY INC 1110.00%0.00%0.00%Q2 2013Q4 201913
Founders Financial Alliance, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 760.07%3.87%14.36%Q2 2013Q3 202313
BROWN BROTHERS HARRIMAN & CO 1210.00%0.00%0.00%Q1 2013Q4 202013
GenTrust, LLC 13130.07%0.33%0.71%Q4 2016Q4 201913
Mirae Asset Global Investments Co., Ltd. 410.01%0.03%0.08%Q2 2013Q2 201913
Highlander Capital Management, LLC 1030.01%0.01%0.01%Q3 2014Q4 201713
MOTCO 13130.02%0.25%0.55%Q2 2013Q2 201613
ACG Wealth 13130.04%0.19%0.53%Q2 2019Q2 202213
Kestra Advisory Services, LLC 13130.02%0.04%0.08%Q3 2020Q3 202313
Sigma Planning Corp 910.01%0.03%0.04%Q4 2014Q2 202013
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q2 202313
EDMOND DE ROTHSCHILD HOLDING S.A. 760.00%0.00%0.01%Q2 2015Q3 202313
CREDIT SUISSE AG/ 1210.00%0.01%0.03%Q1 2013Q4 201913
People's United Financial, Inc. 13130.00%0.00%0.00%Q2 2013Q2 201613
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
Alerus Investment Advisors Corp 12120.00%0.01%0.01%Q2 2013Q1 201612
Guild Investment Management, Inc. 710.20%4.13%15.30%Q1 2012Q2 201912
Van Hulzen Asset Management, LLC 630.07%0.54%1.34%Q4 2013Q3 201812
Financial Gravity Asset Management, Inc. 810.00%0.01%0.02%Q1 2020Q3 202312
PSI Advisors, LLC 12120.04%0.14%0.20%Q4 2019Q3 202212
CoreFirst Bank & Trust 12120.01%0.01%0.01%Q4 2020Q3 202312
THOMASPARTNERS, INC. 12120.01%0.02%0.05%Q2 2013Q1 201612
Miracle Mile Advisors, LLC 12120.02%0.30%1.04%Q4 2020Q3 202312
Equitable Holdings, Inc. 610.00%0.01%0.03%Q4 2019Q3 202312
SYNOVUS FINANCIAL CORP 1110.00%0.02%0.03%Q2 2013Q2 201712
Virtu KCG Holdings LLC 810.01%0.09%0.67%Q3 2013Q1 201712
Bangor Savings Bank 660.00%0.03%0.07%Q4 2013Q3 202312
BESSEMER GROUP INC 810.00%0.00%0.00%Q2 2013Q2 202112
ALPINE WOODS CAPITAL INVESTORS, LLC 12120.05%0.15%0.24%Q4 2018Q3 202112
Live Your Vision, LLC 710.00%1.67%4.36%Q2 2013Q1 201912
CapWealth Advisors, LLC 660.00%0.00%0.00%Q2 2013Q2 201612
TWIN CAPITAL MANAGEMENT INC 12120.04%0.07%0.12%Q2 2017Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Principle Wealth Partners LLC 12120.02%0.16%0.29%Q4 2020Q3 202312
Krilogy Financial LLC 1110.01%0.02%0.08%Q3 2015Q3 201812
Vivaldi Capital Management LP 12120.00%0.23%1.29%Q1 2017Q4 201912
VSR Financial Services, Inc. 12120.03%0.11%0.22%Q2 2013Q1 201612
VAUGHAN & Co SECURITIES, INC. 12120.32%2.33%3.44%Q4 2019Q3 202212
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
MARK SHEPTOFF FINANCIAL PLANNING, LLC 12120.00%0.00%0.00%Q3 2016Q2 201912
NorthRock Partners, LLC 11110.02%0.75%1.84%Q3 2019Q1 202211
LGL PARTNERS, LLC 11110.12%0.29%0.57%Q4 2015Q2 201811
Spectrum Asset Management, Inc. (NB/CA) 11110.13%1.08%3.48%Q1 2019Q3 202111
CULBERTSON A N & CO INC 11110.37%0.72%1.08%Q2 2013Q4 201511
INVESTMENT CENTERS OF AMERICA INC 920.02%0.08%0.25%Q2 2013Q3 201711
TD Capital Management LLC 11110.00%0.00%0.00%Q2 2019Q4 202111
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
McKinley Carter Wealth Services, Inc. 11110.03%0.04%0.08%Q1 2021Q3 202311
BAHL & GAYNOR INC 11110.01%0.01%0.02%Q2 2013Q4 201511
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q4 2013Q4 202011
WADE G W & INC 1010.02%0.04%0.21%Q2 2014Q4 201911
SEI INVESTMENTS CO 510.00%0.00%0.00%Q3 2015Q1 201911
Evercore Wealth Management, LLC 650.00%0.49%3.54%Q2 2013Q1 201611
Formidable Asset Management, LLC 11110.00%0.02%0.11%Q3 2013Q1 201611
Steigerwald, Gordon & Koch Inc. 11112.04%2.73%3.26%Q1 2012Q3 201411
Wilshire Advisors LLC 1010.53%1.06%1.42%Q2 2017Q1 202011
Concert Wealth Management Inc. 1010.01%0.12%0.26%Q2 2013Q3 201611
Belpointe Asset Management LLC 420.01%0.02%0.03%Q3 2018Q1 202311
CONDOR CAPITAL MANAGEMENT 11110.24%0.59%0.96%Q2 2013Q4 201511
Acorn Wealth Advisors, LLC 830.02%0.14%0.19%Q4 2017Q3 202311
SHINE INVESTMENT ADVISORY SERVICES INC 11110.09%0.10%0.11%Q2 2017Q4 201911
American National Registered Investment Advisor, Inc. 11110.23%0.32%0.43%Q3 2013Q1 201611
Capital Investment Advisory Services, LLC 740.00%0.00%0.01%Q1 2020Q3 202311
WILLIAMS JONES & ASSOCIATES LLC 11110.04%0.16%0.51%Q2 2013Q4 201511
Hexagon Capital Partners LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
PINNACLE ASSOCIATES LTD 1010.01%0.02%0.04%Q3 2013Q1 202111
Brick & Kyle, Associates 10100.09%0.10%0.13%Q4 2014Q1 201710
TRUIST FINANCIAL CORP 820.00%0.00%0.00%Q4 2019Q2 202210
Parcion Private Wealth LLC 10100.03%0.05%0.08%Q4 2019Q1 202210
Fernwood Investment Management, LLC 10100.11%0.18%0.22%Q2 2021Q3 202310
Partnervest Advisory Services LLC 10100.05%0.41%0.63%Q2 2013Q3 201510
First City Capital Management, Inc. 10100.26%0.44%0.68%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
FFT WEALTH MANAGEMENT LLC 710.06%0.20%0.54%Q4 2015Q3 201810
Peachtree Investment Advisors, Inc. 10100.20%0.38%0.58%Q4 2013Q1 201610
1834 INVESTMENT ADVISORS CO 730.00%0.39%0.90%Q4 2013Q4 201910
Jackson Hole Capital Partners, LLC 640.02%0.03%0.06%Q1 2019Q1 202210
Truvestments Capital LLC 520.00%0.24%0.89%Q2 2018Q1 202110
Hefty Wealth Partners 10100.26%0.80%1.28%Q4 2015Q1 201810
BLB&B Advisors, LLC 10100.05%0.44%0.73%Q2 2013Q3 201510
BAR HARBOR TRUST SERVICES 10100.17%0.76%2.37%Q3 2013Q4 201510
D L CARLSON INVESTMENT GROUP INC 10100.12%0.41%0.69%Q2 2013Q3 201510
Sullivan, Bruyette, Speros & Blaney, LLC 10100.06%0.09%0.11%Q4 2018Q1 202110
Lee Financial Co 10100.00%0.01%0.04%Q4 2016Q1 201910
ETRADE Capital Management LLC 910.00%0.03%0.05%Q3 2013Q3 202010
Newbridge Financial Services Group, Inc. 10100.00%0.05%0.26%Q2 2021Q3 202310
Vantage Investment Advisors, LLC 10100.01%0.01%0.01%Q4 2013Q1 201610
MONEY CONCEPTS CAPITAL CORP 820.00%0.02%0.04%Q4 2020Q3 202310
WESTPORT RESOURCES MANAGEMENT INC 10100.01%0.01%0.02%Q3 2013Q4 201510
EPG Wealth Management LLC 520.00%0.04%0.06%Q4 2019Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.02%0.09%Q2 2021Q3 202310
PARK AVENUE SECURITIES LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
CUTLER INVESTMENT COUNSEL LLC 10101.19%2.58%3.52%Q2 2013Q3 201510
Ranch Capital Advisors Inc. 990.01%0.15%0.75%Q3 2019Q3 20219
Global Retirement Partners, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Barrett Asset Management, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
OneDigital Investment Advisors LLC 720.02%0.04%0.06%Q1 2018Q2 20209
FIRST MANHATTAN CO. LLC. 610.00%0.00%0.00%Q2 2014Q1 20219
Claraphi Advisory Network, LLC 810.12%0.15%0.20%Q4 2017Q1 20209
LODESTAR INVESTMENT COUNSEL LLC/IL 990.05%0.09%0.12%Q2 2013Q2 20159
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 610.01%0.41%1.10%Q2 2013Q3 20189
Pacific Wealth Strategies Group, Inc. 990.21%0.25%0.29%Q4 2016Q4 20189
Snowden Capital Advisors LLC 610.00%0.05%0.09%Q2 2017Q1 20239
ROPES WEALTH ADVISORS LLC 990.00%0.00%0.01%Q2 2017Q2 20199
Bridgecreek Investment Management, LLC 991.42%1.71%2.16%Q4 2017Q4 20199
ROOSEVELT INVESTMENT GROUP LLC 990.02%0.43%0.60%Q2 2020Q2 20229
CABOT WEALTH MANAGEMENT INC 990.06%0.49%1.98%Q2 2013Q2 20159
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q2 2013Q4 20229
Transamerica Financial Advisors, Inc. 710.00%0.00%0.01%Q2 2015Q2 20189
FIRSTMERIT BANK N A TRUSTEE 990.02%0.21%0.50%Q2 2013Q2 20159
Oxbow Advisors, LLC 990.04%0.06%0.07%Q4 2013Q4 20159
CONNABLE OFFICE INC 990.08%0.10%0.13%Q3 2013Q3 20159
Savant Capital, LLC 990.26%6.25%9.61%Q2 2013Q2 20159
Dynamic Advisor Solutions LLC 410.01%0.04%0.07%Q4 2017Q3 20239
KINGS POINT CAPITAL MANAGEMENT 990.01%0.01%0.01%Q4 2017Q4 20199
Pinnacle Summer Investments, Inc. 810.01%0.02%0.05%Q2 2013Q3 20159
Ackerman Capital Advisors, LLC 610.00%0.15%0.30%Q2 2017Q1 20209
PRUDENTIAL PLC 720.00%0.00%0.01%Q1 2018Q2 20229
Acropolis Investment Management, LLC 990.02%0.35%0.83%Q2 2013Q2 20159
Koshinski Asset Management, Inc. 990.02%0.07%0.12%Q3 2021Q3 20239
Investors Capital Advisory Services 990.04%0.16%0.34%Q2 2013Q2 20159
Highmount Capital, LLC 990.10%1.30%4.71%Q2 2013Q2 20159
Homrich & Berg 810.04%0.05%0.06%Q2 2013Q3 20159
FORVIS Wealth Advisors, LLC 990.09%2.11%3.94%Q3 2013Q3 20159
FSC Wealth Advisors, LLC 880.01%0.18%0.58%Q4 2021Q3 20238
WEALTHSOURCE PARTNERS, LLC 410.04%0.09%0.12%Q2 2016Q3 20208
ATLAS CAPITAL ADVISORS LLC 880.00%0.00%0.00%Q1 2018Q4 20198
V Wealth Advisors LLC 510.00%0.03%0.04%Q2 2017Q2 20238
TRUST CO OF VIRGINIA /VA 880.12%0.25%0.38%Q2 2013Q1 20158
BBVA USA Bancshares, Inc. 880.34%0.47%0.78%Q2 2013Q1 20158
Wharton Business Group, LLC 880.15%2.33%3.87%Q2 2013Q1 20158
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Clearstead Advisors, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
CANANDAIGUA NATIONAL CORP 880.44%0.58%0.86%Q2 2020Q1 20228
Fragasso Group Inc. 620.21%0.57%1.00%Q4 2013Q4 20158
Apeiron RIA LLC 880.07%0.94%1.37%Q4 2021Q3 20238
Smith & Howard Wealth Management, LLC 880.10%6.21%12.07%Q2 2013Q1 20158
Viewpoint Capital Management LLC 880.06%0.07%0.07%Q4 2021Q3 20238
PRUDENTIAL FINANCIAL INC 610.00%0.00%0.00%Q4 2016Q4 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Hudock, Inc. 610.00%0.01%0.04%Q2 2013Q3 20208
TWO SIGMA SECURITIES, LLC 210.01%0.09%0.32%Q4 2014Q3 20228
BAIRD ROBERT W & CO INC /WI/ 880.02%0.11%0.16%Q2 2013Q1 20158
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
Apollon Wealth Management, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Bellwether Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Strategic Blueprint, LLC 880.03%0.08%0.14%Q4 2020Q3 20228
Rise Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Hoxton Financial, Inc. 710.00%0.01%0.02%Q2 2013Q2 20158
HALBERT HARGROVE GLOBAL ADVISORS, LLC 880.21%0.26%0.34%Q2 2013Q1 20158
CAPITAL ADVISORS INC/OK 880.23%0.28%0.42%Q4 2016Q3 20188
Fusion Investment Group, LLC 880.25%0.88%1.32%Q4 2013Q3 20158
RAND WEALTH, LLC 620.05%0.09%0.18%Q2 2013Q3 20188
EVOKE WEALTH, LLC 620.00%0.00%0.01%Q1 2020Q3 20228
Harbour Capital Advisors, LLC 710.04%0.26%0.51%Q1 2013Q1 20178
SG Americas Securities, LLC 510.00%0.00%0.01%Q3 2014Q2 20178
CENTRAL TRUST Co 420.00%0.01%0.04%Q1 2014Q1 20208
Freedom Investment Management, Inc. 410.01%0.03%0.07%Q1 2013Q4 20208
EFG Asset Management (Americas) Corp. 620.04%0.07%0.10%Q4 2013Q4 20168
Weaver Consulting Group 770.01%0.04%0.08%Q1 2019Q3 20207
CANANDAIGUA NATIONAL BANK & TRUST CO 770.06%0.20%0.34%Q3 2018Q1 20207
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q4 2013Q3 20157
CIBC WORLD MARKET INC. 410.00%0.00%0.00%Q2 2013Q3 20237
Argent Trust Co 770.04%0.04%0.04%Q2 2020Q4 20217
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
BDO Wealth Advisors, LLC 310.00%0.02%0.04%Q2 2017Q4 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.21%0.54%Q2 2013Q4 20147
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
LVM CAPITAL MANAGEMENT LTD/MI 610.09%1.68%4.54%Q2 2013Q3 20167
Three Bridge Wealth Advisors, LLC 770.11%0.14%0.16%Q1 2022Q3 20237
FIRST MIDWEST BANK TRUST DIVISION 430.03%0.06%0.08%Q2 2013Q2 20187
SeaCrest Wealth Management, LLC 770.06%0.09%0.11%Q4 2017Q2 20197
Lindbrook Capital, LLC 610.01%0.03%0.04%Q4 2020Q4 20227
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.02%Q4 2020Q2 20227
NORTHCAPE WEALTH MANAGEMENT, LLC 430.11%0.21%0.35%Q4 2021Q3 20237
Cambria Investment Management, L.P. 770.02%0.10%0.14%Q4 2014Q2 20167
CARL DOMINO INC 770.20%0.24%0.27%Q2 2013Q4 20147
Coastwise Capital Group, LLC 770.32%0.39%0.49%Q1 2022Q3 20237
WealthShield Partners, LLC 430.00%0.00%0.00%Q4 2017Q3 20237
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.00%0.00%0.01%Q2 2013Q4 20147
Cribstone Capital Management, LLC 610.00%0.00%0.00%Q2 2016Q4 20227
NATIXIS ADVISORS, L.P. 610.01%0.02%0.02%Q2 2013Q1 20157
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
MA Private Wealth 770.06%0.07%0.08%Q2 2020Q4 20217
WOODMONT INVESTMENT COUNSEL LLC 610.00%0.09%0.51%Q2 2013Q3 20167
FIDUCIARY TRUST CO 770.00%0.01%0.01%Q4 2020Q2 20227
MANCHESTER FINANCIAL INC 610.00%0.02%0.04%Q2 2019Q1 20217
Hoover Financial Advisors, Inc. 770.02%0.11%0.39%Q4 2019Q2 20217
Allworth Financial LP 410.00%0.00%0.00%Q2 2018Q3 20237
Firestone Capital Management 610.07%0.09%0.14%Q4 2019Q3 20217
Smart Money Group LLC 430.99%1.82%2.94%Q2 2018Q3 20207
HHG & Company, LLC 770.06%0.23%0.30%Q2 2013Q4 20147
NORTHERN CAPITAL MANAGEMENT LLC 770.21%0.35%0.52%Q2 2017Q4 20187
ASHFORD CAPITAL MANAGEMENT INC 770.14%1.38%2.00%Q2 2013Q4 20147
Placemark Investments, Inc. 770.03%0.08%0.14%Q2 2013Q4 20147
SIGMA INVESTMENT COUNSELORS INC 771.00%2.41%3.06%Q2 2013Q4 20147
VICUS CAPITAL 610.02%1.34%3.90%Q2 2013Q2 20227
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Merriman Wealth Management, LLC 410.22%0.54%1.01%Q3 2013Q4 20197
IAG Wealth Partners, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
ARCADIA INVESTMENT MANAGEMENT CORP/MI 610.00%0.01%0.02%Q2 2015Q3 20207
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 660.06%0.08%0.11%Q2 2013Q3 20146
Jacobus Wealth Management, Inc. 660.33%1.18%1.94%Q2 2013Q3 20146
Curbstone Financial Management Corp 660.77%1.59%2.56%Q1 2014Q2 20156
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
MID CONTINENT CAPITAL LLC/IL 660.06%0.10%0.22%Q2 2013Q3 20146
Ruggie Capital Group 510.02%0.04%0.07%Q2 2016Q4 20186
Arkadios Wealth Advisors 420.01%0.03%0.05%Q4 2019Q3 20216
Financial Planning & Information Services, Inc. 660.13%0.16%0.18%Q1 2014Q2 20156
TCI Wealth Advisors, Inc. 210.00%0.01%0.03%Q3 2013Q2 20216
Financial Advocates Investment Management 410.02%0.11%0.21%Q4 2017Q3 20226
Avior Wealth Management, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
DUNCKER STREETT & CO INC 420.00%0.01%0.02%Q4 2013Q4 20156
WOLFF WIESE MAGANA LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Fieldpoint Private Securities, LLC 660.01%0.27%0.63%Q1 2021Q2 20226
Lattice Strategies LLC 420.20%0.27%0.33%Q4 2013Q2 20156
SouthState Corp 660.06%0.10%0.17%Q2 2013Q3 20146
Realta Investment Advisors 420.00%0.03%0.04%Q1 2019Q4 20226
WELCH & FORBES LLC 660.01%0.01%0.01%Q2 2013Q3 20146
US FINANCIAL ADVISORS, LLC 660.00%0.01%0.01%Q4 2014Q1 20166
Goelzer Investment Management, Inc. 660.14%0.21%0.26%Q1 2013Q2 20146
B. Riley Wealth Management, Inc. 660.04%0.07%0.11%Q1 2014Q2 20156
MARINO, STRAM & ASSOCIATES LLC 660.01%0.01%0.01%Q4 2017Q1 20196
UMB Bank, n.a. 660.00%0.00%0.01%Q4 2021Q1 20236
Lourd Capital, LLC 660.03%0.04%0.04%Q2 2013Q3 20146
Bellecapital International Ltd. 660.07%0.11%0.12%Q2 2022Q3 20236
Ashfield Capital Partners, LLC 660.01%0.02%0.04%Q2 2013Q3 20146
PFS INVESTMENTS INC. 660.04%0.05%0.06%Q4 2017Q1 20196
AlphaCore Capital LLC 310.04%0.04%0.05%Q4 2019Q3 20236
Quadrant Private Wealth Management, LLC 510.08%0.11%0.19%Q4 2019Q4 20216
Pinnacle Bancorp, Inc. 660.01%0.01%0.01%Q1 2019Q2 20206
Merit Financial Group, LLC 660.03%0.19%0.44%Q1 2020Q2 20216
COBIZ WEALTH, LLC 660.18%0.29%0.44%Q2 2013Q3 20146
Ironsides Asset Advisors, LLC 660.11%0.49%0.63%Q2 2014Q3 20156
HARVEST CAPITAL MANAGEMENT INC 661.18%1.90%3.18%Q2 2013Q3 20146
Crosspoint Capital Strategies, LLC 510.02%0.03%0.07%Q4 2013Q4 20156
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 662.52%5.04%6.02%Q2 2013Q3 20146
ARGI Investment Services, LLC 660.05%0.08%0.09%Q2 2013Q3 20146
Dorsey & Whitney Trust CO LLC 420.04%0.06%0.07%Q3 2013Q1 20156
Arden Trust Co 420.02%2.62%4.61%Q4 2019Q4 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 420.24%0.27%0.30%Q4 2015Q3 20176
My Legacy Advisors, LLC 660.19%0.21%0.24%Q2 2022Q3 20236
BlackRock Investment Management, LLC 310.00%0.00%0.00%Q2 2013Q4 20166
Greenwich Wealth Management LLC 660.01%0.02%0.02%Q2 2013Q3 20146
Atria Investments, Inc 660.20%0.32%0.47%Q2 2013Q3 20146
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q1 2016Q1 20226
UBS AG 660.05%0.09%0.16%Q2 2013Q3 20146
WASHINGTON TRUST BANK 210.00%0.00%0.01%Q1 2014Q1 20186
BB&T SECURITIES, LLC 510.00%0.00%0.01%Q1 2018Q3 20196
ACCURATE INVESTMENT SOLUTIONS, INC. 660.01%0.01%0.01%Q4 2018Q1 20206
FOSTER & MOTLEY INC 662.47%2.67%2.88%Q2 2013Q3 20146
Integrated Advisors Network LLC 660.02%0.02%0.02%Q2 2022Q3 20236
XPONANCE, INC. 332.30%4.20%5.58%Q3 2016Q1 20186
Ameritas Investment Company, LLC 310.00%0.03%0.11%Q4 2018Q1 20215
Capital Asset Advisory Services LLC 410.01%0.01%0.02%Q4 2019Q3 20235
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Rehmann Capital Advisory Group 320.00%0.01%0.01%Q1 2018Q2 20195
WASHINGTON CAPITAL MANAGEMENT, INC 550.63%0.76%0.93%Q2 2013Q2 20145
Tradition Wealth Management, LLC 320.00%0.00%0.01%Q4 2020Q3 20235
Next Level Private LLC 550.45%0.49%0.55%Q3 2022Q3 20235
Baker Avenue Asset Management, LP 550.05%0.20%0.32%Q3 2022Q3 20235
1900 WEALTH MANAGEMENT LLC 550.04%0.05%0.06%Q1 2022Q1 20235
Destiny Wealth Partners, LLC 210.00%0.00%0.00%Q4 2020Q4 20225
FOUNDERS BANK & TRUST 550.00%0.01%0.02%Q2 2013Q2 20145
Parasol Investment Management, LLC 550.04%0.04%0.06%Q4 2013Q4 20145
Intercontinental Wealth Advisors, LLC 550.02%0.02%0.03%Q4 2018Q4 20195
Sandy Spring Bank 310.00%0.00%0.02%Q1 2014Q2 20225
Eagle Strategies LLC 411.09%1.54%1.91%Q2 2022Q3 20235
JAMES INVESTMENT RESEARCH INC 550.00%0.00%0.01%Q1 2022Q1 20235
Asset Management Advisors, LLC 552.41%2.74%3.10%Q4 2020Q4 20215
Ameliora Wealth Management Ltd. 550.01%0.01%0.01%Q3 2022Q3 20235
Cadence Bank 550.04%0.04%0.04%Q3 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2020Q3 20215
HL FINANCIAL SERVICES LLC 310.01%0.02%0.02%Q2 2013Q1 20185
Vanguard Capital Wealth Advisors 320.19%0.41%0.92%Q4 2017Q2 20215
MONETA GROUP INVESTMENT ADVISORS LLC 550.05%0.06%0.08%Q4 2018Q4 20195
OPPENHEIMER ASSET MANAGEMENT INC. 320.00%0.00%0.00%Q1 2017Q1 20195
Elgethun Capital Management 410.01%0.06%0.08%Q4 2016Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 320.03%0.05%0.08%Q4 2021Q3 20235
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q4 2013Q2 20155
Bison Wealth, LLC 410.00%0.05%0.07%Q4 2019Q3 20215
Madrona Financial Services, LLC 550.39%0.43%0.49%Q4 2014Q4 20155
Gryphon Financial Partners LLC 310.00%0.00%0.00%Q4 2017Q2 20235
HBW ADVISORY SERVICES LLC 410.04%0.08%0.11%Q1 2022Q3 20235
Whitnell & Co. 550.98%1.55%1.79%Q2 2013Q2 20145
Mirador Capital Partners LP 320.10%0.20%0.28%Q3 2019Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.02%Q4 2016Q4 20175
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Tuttle Capital Management, LLC 550.42%0.67%0.94%Q2 2016Q2 20175
MPS Loria Financial Planners, LLC 410.00%0.01%0.02%Q2 2017Q1 20215
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q2 2014Q2 20155
BKS ADVISORS, LLC 210.07%0.10%0.14%Q1 2015Q1 20185
NORTHWEST WEALTH MANAGEMENT, LLC 550.05%0.05%0.06%Q1 2018Q1 20195
Surevest, LLC 551.90%2.07%2.24%Q4 2018Q4 20195
Private Wealth Advisors, LLC 550.42%0.80%0.90%Q4 2018Q4 20195
All Season Financial Advisors, Inc. 411.64%2.46%2.97%Q2 2022Q3 20235
Well Done, LLC 410.05%0.09%0.20%Q1 2018Q4 20195
Private Ocean, LLC 550.02%0.03%0.04%Q1 2019Q1 20205
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.01%0.04%0.06%Q3 2022Q3 20235
Verition Fund Management LLC 210.01%0.03%0.07%Q2 2016Q2 20205
AMERICAN NATIONAL BANK 550.00%0.00%0.00%Q3 2022Q3 20235
Essex Financial Services, Inc. 550.07%0.08%0.08%Q2 2013Q2 20145
Beacon Pointe Wealth Advisors, LLC 550.05%0.07%0.08%Q4 2018Q4 20195
Fort Point Capital Partners LLC 550.04%0.17%0.28%Q2 2021Q2 20225
LEAVELL INVESTMENT MANAGEMENT, INC. 320.04%0.10%0.14%Q2 2010Q4 20135
Cowen Prime Services LLC 410.00%0.01%0.02%Q2 2013Q4 20145
Cornerstone Financial Partners, LLC 410.09%0.53%0.76%Q3 2016Q4 20175
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
InterOcean Capital Group, LLC 550.02%0.11%0.15%Q3 2022Q3 20235
TRUST CO OF OKLAHOMA 550.07%0.08%0.09%Q4 2020Q4 20215
KMS FINANCIAL SERVICES, INC 550.03%0.08%0.14%Q2 2013Q2 20145
Manchester Capital Management LLC 410.00%0.06%0.13%Q3 2013Q1 20195
Ballentine Partners, LLC 410.03%0.08%0.18%Q2 2013Q4 20215
Kovitz Investment Group Partners, LLC 550.01%0.02%0.03%Q1 2019Q1 20205
Sharper & Granite LLC 440.22%0.23%0.23%Q4 2022Q3 20234
ANCHOR CAPITAL ADVISORS LLC 440.01%0.01%0.01%Q4 2013Q3 20144
SEGALL BRYANT & HAMILL, LLC 310.01%0.01%0.01%Q3 2013Q1 20184
KMG FIDUCIARY PARTNERS, LLC 440.11%0.20%0.33%Q4 2018Q3 20194
Edgemoor Investment Advisors, Inc. 310.05%1.13%2.24%Q2 2013Q2 20154
Prime Capital Investment Advisors, LLC 440.00%0.00%0.01%Q2 2020Q1 20214
Orion Capital Management LLC 440.01%0.01%0.01%Q4 2020Q3 20214
First Allied Asset Management, Inc. 440.09%0.39%0.71%Q4 2013Q3 20144
Strategic Capital Group LLC 440.00%0.31%0.46%Q2 2013Q1 20144
Loudon Investment Management, LLC 440.15%0.17%0.19%Q4 2013Q3 20144
MKD WEALTH COACHES, LLC 442.31%2.76%3.87%Q1 2019Q4 20194
KLR INVESTMENT ADVISORS, LLC 440.31%0.33%0.36%Q4 2022Q3 20234
ALTFEST L J & CO INC 440.07%0.07%0.08%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.00%0.01%0.01%Q1 2015Q4 20154
ParenteBeard Wealth Management, LLC 440.29%2.42%3.55%Q2 2013Q1 20144
Covestor Ltd 440.00%0.00%0.00%Q4 2021Q3 20224
Rockbridge Investment Management, LCC 440.00%0.01%0.05%Q1 2021Q4 20214
BerganKDV Wealth Management, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Winslow, Evans & Crocker, Inc. 440.02%0.03%0.03%Q4 2013Q3 20144
TOWER TRUST Co 441.49%1.58%1.69%Q2 2013Q1 20144
COMMUNITY BANK SYSTEM, INC. 440.00%0.02%0.05%Q2 2013Q1 20144
CITY NATIONAL BANK 440.00%0.11%0.17%Q2 2013Q1 20144
BARINGS LLC 440.16%0.48%0.67%Q4 2022Q3 20234
Trust Co 440.01%0.02%0.03%Q3 2015Q2 20164
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
TILIA FIDUCIARY PARTNERS, INC. 440.00%0.00%0.01%Q4 2021Q3 20224
FFG RETIREMENT ADVISORS LLC 441.77%1.84%1.98%Q4 2022Q3 20234
IHT Wealth Management, LLC 210.01%0.03%0.07%Q1 2018Q1 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Hamilton Wealth, LLC 220.47%2.37%4.06%Q4 2018Q2 20234
Argentus Capital Management, LLC 110.03%0.15%0.44%Q3 2014Q3 20164
PATHSTONE FAMILY OFFICE, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Ledyard National Bank 310.00%0.01%0.04%Q2 2013Q1 20154
VIRIDIAN RIA, LLC 220.15%0.17%0.18%Q1 2021Q1 20224
MGO ONE SEVEN LLC 210.01%0.02%0.06%Q4 2017Q1 20214
Running Point Capital Advisors, LLC 440.09%0.10%0.12%Q4 2020Q3 20214
Daiwa SB Investments Ltd. 220.01%0.02%0.04%Q3 2016Q1 20194
SageView Advisory Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.67%0.79%0.88%Q4 2022Q3 20234
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q4 2022Q3 20234
Braver Wealth Management, LLC 441.00%1.08%1.17%Q4 2013Q3 20144
Claro Advisors LLC 440.07%0.09%0.10%Q4 2022Q3 20234
ENTERPRISE FINANCIAL SERVICES CORP 210.00%0.01%0.03%Q4 2015Q1 20214
Quantitative Advantage, LLC 440.12%0.17%0.24%Q2 2022Q1 20234
SIMON QUICK ADVISORS, LLC 310.01%0.01%0.02%Q1 2017Q2 20194
CAPITAL CITY TRUST CO/FL 440.06%0.06%0.06%Q2 2021Q1 20224
Vestpro Financial Partners, Inc. dba CPF Texas 441.23%1.51%1.75%Q4 2017Q3 20184
MYCIO WEALTH PARTNERS, LLC 440.02%0.02%0.02%Q2 2013Q1 20144
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
HC FINANCIAL ADVISORS INC 440.00%0.00%0.00%Q1 2021Q4 20214
PFG Advisors 310.02%0.06%0.19%Q1 2018Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q1 2017Q4 20174
Delphi Private Advisors LLC 441.19%1.48%1.93%Q4 2017Q3 20184
Archford Capital Strategies, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Kades & Cheifetz LLC 440.82%0.96%1.06%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 440.01%0.02%0.02%Q1 2021Q4 20214
MAI Capital Management 440.00%0.00%0.00%Q4 2022Q3 20234
YorkBridge Wealth Partners, LLC 440.01%0.01%0.01%Q4 2016Q3 20174
B&D White Capital Company, LLC 440.06%0.54%1.01%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Good Life Advisors, LLC 440.07%0.08%0.09%Q2 2020Q1 20214
STEEL GROVE CAPITAL ADVISORS, LLC 440.05%2.90%3.86%Q2 2013Q1 20144
Next Capital Management LLC 440.01%0.01%0.01%Q4 2018Q3 20194
FARMERS & MERCHANTS INVESTMENTS INC 310.00%0.00%0.01%Q3 2013Q4 20224
MANAGED ACCOUNT ADVISORS LLC 210.00%0.00%0.00%Q1 2014Q2 20154
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q2 2021Q1 20224
RVW Wealth, LLC 310.01%0.16%0.30%Q3 2019Q3 20234
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
Canal Capital Management, LLC 440.42%0.45%0.49%Q4 2014Q3 20154
Caprock Group, LLC 330.46%0.58%0.75%Q4 2014Q2 20153
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
WestEnd Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.00%0.00%0.00%Q2 2013Q4 20133
Itau Unibanco Holding S.A. 330.03%0.03%0.03%Q3 2016Q1 20173
Crestwood Advisors Group, LLC 333.15%4.33%5.05%Q2 2013Q4 20133
20/20 Capital Management, Inc. 330.92%1.62%1.99%Q4 2020Q2 20213
Apriem Advisors 210.00%0.00%0.01%Q3 2013Q4 20153
Cornerstone Planning Group LLC 210.01%0.02%0.02%Q4 2022Q3 20233
GRAYHAWK INVESTMENT STRATEGIES INC. 330.73%0.94%1.31%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Strategic Investment Solutions, Inc. /IL 330.02%0.04%0.09%Q1 2023Q3 20233
JANUS HENDERSON GROUP PLC 330.01%0.01%0.01%Q3 2013Q1 20143
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Dakota Wealth Management 330.12%0.13%0.14%Q4 2014Q2 20153
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Gemmer Asset Management LLC 210.00%0.00%0.00%Q1 2014Q1 20223
FineMark National Bank & Trust 330.04%0.05%0.05%Q2 2013Q4 20133
Antonetti Capital Management LLC 330.02%0.03%0.04%Q2 2013Q4 20133
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RPTC Inc. 330.08%0.09%0.10%Q4 2017Q2 20183
FSA Wealth Management LLC 330.00%0.01%0.01%Q4 2019Q2 20203
Sonora Investment Management, LLC 210.00%0.00%0.00%Q4 2017Q4 20183
1832 Asset Management L.P. 330.00%0.00%0.00%Q4 2017Q2 20183
NEW YORK STATE COMMON RETIREMENT FUND 210.01%0.01%0.01%Q3 2016Q2 20173
Kelman-Lazarov, Inc. 330.00%0.00%0.00%Q1 2016Q3 20163
Compass Efficient Model Portfolios, LLC 330.23%0.71%1.48%Q2 2013Q4 20133
Signator Financial Services, Inc. 330.01%0.01%0.01%Q1 2013Q3 20133
ROMANO BROTHERS AND COMPANY 210.02%0.05%0.08%Q4 2022Q3 20233
Bridge Advisory, LLC 331.39%1.47%1.55%Q1 2023Q3 20233
Windsor Capital Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
High Net Worth Advisory Group LLC 330.01%0.01%0.02%Q2 2022Q4 20223
Genesis Wealth Advisors, LLC 330.21%1.50%2.23%Q4 2014Q2 20153
Wells Trecaso Financial Group, LLC 210.17%0.19%0.21%Q4 2017Q2 20193
Progeny 3, Inc. 3317.58%24.21%34.18%Q2 2013Q4 20133
Chevy Chase Trust Holdings, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
PALLADIUM PARTNERS LLC 210.00%0.00%0.01%Q2 2013Q1 20143
Evergreen Wealth Solutions, LLC 210.21%0.23%0.28%Q4 2021Q3 20233
DAVIDSON & GARRARD INC 330.05%0.06%0.06%Q3 2013Q1 20143
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Stonehage Fleming Financial Services Holdings Ltd 330.01%0.01%0.01%Q4 2014Q2 20153
Engrave Wealth Partners LLC 334.48%4.60%4.75%Q1 2023Q3 20233
HOWARD HUGHES MEDICAL INSTITUTE 332.12%2.89%4.38%Q2 2013Q4 20133
Americana Partners, LLC 210.04%0.05%0.05%Q3 2021Q2 20223
ADIRONDACK TRUST CO 330.16%0.17%0.18%Q2 2013Q4 20133
Ally Invest Advisors Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
RFP Financial Group LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Procyon Advisors, LLC 330.00%0.01%0.02%Q4 2019Q2 20203
Financial Services Advisory Inc 210.50%1.96%4.36%Q4 2017Q4 20193
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JGP Wealth Management, LLC 332.75%4.23%4.98%Q2 2018Q4 20183
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.03%Q4 2021Q2 20223
Walleye Trading LLC 210.00%0.00%0.00%Q1 2017Q4 20173
NOMURA ASSET MANAGEMENT CO LTD 210.01%0.04%0.09%Q4 2016Q1 20183
Eudaimonia Partners, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
INTEGRATED WEALTH COUNSEL, LLC 330.02%0.03%0.04%Q2 2013Q4 20133
Squar Milner Financial Services LLC 330.02%0.05%0.08%Q2 2018Q4 20183
Better Money Decisions, LLC 210.01%0.05%0.07%Q2 2021Q2 20223
Telos Capital Management, Inc. 331.66%1.79%1.91%Q2 2013Q4 20133
USCA RIA LLC 330.12%0.14%0.15%Q2 2013Q4 20133
WealthPlan Investment Management, LLC 210.12%0.12%0.12%Q1 2022Q4 20223
Intellectus Partners, LLC 210.02%0.02%0.02%Q2 2018Q1 20193
Endowment Wealth Management, Inc. 330.72%0.75%0.79%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.34%0.36%0.40%Q1 2023Q3 20233
CPWM, LLC 330.06%0.07%0.08%Q2 2017Q4 20173
Mosaic Financial Partners, Inc. 330.78%0.85%0.88%Q2 2013Q4 20133
Annex Advisory Services, LLC 334.07%4.37%4.57%Q2 2013Q4 20133
55I, LLC 210.02%0.02%0.02%Q3 2020Q3 20223
Flaharty Asset Management, LLC 210.00%0.11%0.22%Q4 2017Q3 20233
VAN ECK ASSOCIATES CORP 330.00%0.00%0.00%Q2 2014Q4 20143
Jane Street Holding, LLC 330.05%0.11%0.22%Q2 2013Q4 20133
MAYPORT, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
East Coast Asset Management, LLC. 330.02%0.03%0.04%Q4 2012Q2 20133
Virtu Financial LLC 110.02%0.02%0.03%Q3 2017Q2 20182
HOLLENCREST CAPITAL MANAGEMENT 220.04%0.05%0.05%Q2 2014Q3 20142
Moors & Cabot, Inc. 220.06%0.06%0.06%Q2 2014Q3 20142
Bouchey Financial Group Ltd 223.22%3.45%3.68%Q4 2013Q1 20142
NOTTINGHAM ADVISORS, INC. 220.14%0.38%0.63%Q2 2013Q3 20132
Baystate Wealth Management LLC 110.00%0.01%0.01%Q2 2013Q2 20202
Plante Moran Financial Advisors, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Headlands Technologies LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Advisors Preferred, LLC 220.01%0.03%0.05%Q4 2016Q1 20172
HT Partners LLC 110.25%0.33%0.41%Q2 2013Q2 20152
OLD MISSION CAPITAL, LLC 110.03%0.40%0.78%Q4 2016Q4 20202
DRIVE WEALTH MANAGEMENT, LLC 220.10%0.12%0.15%Q2 2023Q3 20232
Financial Partners Group, Inc 220.26%0.26%0.27%Q2 2023Q3 20232
Roble, Belko & Company, Inc 220.05%0.05%0.05%Q1 2015Q2 20152
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.33%0.35%0.37%Q4 2021Q1 20222
GREENWOOD CAPITAL ASSOCIATES LLC 220.08%0.08%0.08%Q2 2016Q3 20162
Simply Money Advisors 220.00%0.02%0.03%Q2 2013Q3 20132
Birchcreek Wealth Management, LLC 220.14%0.25%0.36%Q2 2023Q3 20232
Avidian Wealth Solutions, LLC 220.41%0.44%0.47%Q2 2014Q3 20142
Julex Capital Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2017Q2 20182
Psagot Value Holdings Ltd. 220.00%0.00%0.00%Q2 2014Q3 20142
Integrated Wealth Concepts LLC 110.03%0.03%0.03%Q3 2020Q3 20232
Vahanian & Associates Financial Planning Inc. 220.74%0.79%0.85%Q1 2023Q2 20232
Castleview Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BEACON TRUST CO 220.04%0.24%0.44%Q1 2013Q2 20132
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Clark Capital Management Group, Inc. 220.03%0.04%0.04%Q2 2013Q3 20132
Premia Global Advisors, LLC 220.03%0.03%0.04%Q1 2018Q2 20182
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
Rooted Wealth Advisors, Inc. 221.32%1.32%1.32%Q4 2022Q1 20232
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Hilltop Partners LLC 220.14%0.14%0.14%Q2 2023Q3 20232
COMERICA BANK 110.02%0.02%0.03%Q3 2013Q3 20232
Keystone Financial Planning, Inc. 220.25%0.26%0.27%Q4 2013Q1 20142
Polaris Wealth Advisory Group, LLC 220.10%0.17%0.24%Q4 2015Q1 20162
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Parkside Financial Bank & Trust 110.00%0.07%0.14%Q2 2014Q4 20202
SII INVESTMENTS INC/WI 110.03%0.10%0.17%Q3 2013Q3 20142
JOURNEY STRATEGIC WEALTH LLC 220.02%0.61%1.20%Q4 2021Q1 20222
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Trexquant Investment LP 220.04%0.04%0.05%Q1 2020Q2 20202
Biltmore Family Office, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
MainStreet Investment Advisors LLC 220.07%0.08%0.08%Q4 2019Q1 20202
Robbins Farley 110.01%0.01%0.01%Q1 2021Q3 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2018Q2 20192
CALTON & ASSOCIATES, INC. 110.02%0.24%0.46%Q4 2017Q3 20232
HBK Sorce Advisory LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Aprio Wealth Management, LLC 220.08%0.18%0.27%Q1 2023Q2 20232
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
Karp Capital Management Corp 220.98%1.42%1.86%Q1 2022Q2 20222
TRANSCEND CAPITAL ADVISORS, LLC 220.29%0.44%0.59%Q4 2019Q1 20202
Close Asset Management Ltd 110.00%0.00%0.00%Q1 2018Q3 20182
AMG National Trust Bank 220.01%0.01%0.02%Q4 2021Q1 20222
INVENIO WEALTH PARTNERS LLC 221.09%1.88%2.68%Q2 2023Q3 20232
Wills Financial Group, Inc. 220.21%0.26%0.30%Q4 2013Q1 20142
Transform Wealth, LLC 220.24%0.24%0.25%Q1 2023Q2 20232
First Command Financial Services, Inc. 110.00%0.01%0.01%Q4 2016Q2 20172
Truadvice, LLC 220.32%0.36%0.40%Q3 2020Q4 20202
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q2 2019Q3 20192
AE Wealth Management LLC 110.00%0.01%0.02%Q4 2017Q4 20212
HM PAYSON & CO 220.00%0.00%0.00%Q2 2019Q3 20192
OTA Financial Group L.P. 220.60%0.63%0.66%Q4 2013Q1 20142
JD Financial Services Inc. 220.35%6.76%13.17%Q4 2020Q1 20212
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q3 2013Q1 20142
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.00%0.00%0.00%Q1 2018Q2 20182
PREMIER ASSET MANAGEMENT LLC 220.19%0.23%0.27%Q3 2013Q4 20132
Old Port Advisors 110.28%0.44%0.59%Q1 2023Q3 20232
First Command Bank 110.00%0.01%0.02%Q4 2016Q2 20172
CUE ADVISORY SERVICES, INC. 220.40%0.42%0.45%Q4 2014Q1 20152
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.04%0.04%0.04%Q1 2022Q2 20222
Independent Advisor Alliance 110.01%0.03%0.04%Q1 2018Q4 20192
WP Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
SCOTIA CAPITAL INC. 220.07%0.08%0.08%Q2 2013Q3 20132
Pension Partners, LLC 119.15%9.19%9.23%Q3 2015Q4 20172
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20142
Virtus ETF Advisers LLC 220.14%0.18%0.23%Q4 2016Q1 20172
Wealth Quarterback LLC 220.01%0.02%0.02%Q4 2019Q1 20202
Risk Paradigm Group, LLC 110.02%0.02%0.03%Q2 2015Q1 20162
NTV ASSET MANAGEMENT LLC 220.88%0.88%0.89%Q2 2013Q3 20132
CLEAR INVESTMENT RESEARCH, LLC 220.05%0.05%0.05%Q1 2015Q2 20152
WEALTHFRONT Corp 220.00%0.00%0.00%Q4 2014Q1 20152
GALAXY CAPITAL TRADING LTD 220.54%2.61%4.67%Q2 2013Q3 20132
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
PITTENGER & ANDERSON INC 220.03%0.05%0.08%Q2 2013Q3 20132
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
Country Club Trust Company, n.a. 220.65%0.66%0.67%Q2 2013Q3 20132
First PREMIER Bank 220.02%0.02%0.02%Q1 2023Q2 20232
Oak Point Wealth Management 221.54%1.76%1.98%Q4 2017Q1 20182
Banque Cantonale Vaudoise 220.00%0.01%0.01%Q1 2020Q2 20202
MIDWEST INVESTMENT MANAGEMENT LLC 220.40%0.48%0.54%Q2 2013Q3 20132
MARIPAU WEALTH MANAGEMENT LLC 220.27%0.29%0.32%Q2 2023Q3 20232
Perella Weinberg Partners Capital Management LP 220.18%0.19%0.19%Q1 2019Q2 20192
Round Table Services, LLC 220.31%0.37%0.42%Q2 2013Q3 20132
NORTH AMERICAN MANAGEMENT CORP 221.61%1.67%1.73%Q2 2013Q3 20132
Advocacy Wealth Management Services, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Family Capital Trust Co 221.87%1.87%1.88%Q2 2013Q3 20132
GLENMEDE TRUST CO NA 110.09%0.14%0.18%Q3 2013Q1 20142
GUIDANCE CAPITAL, INC 220.12%0.12%0.13%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 220.54%0.54%0.55%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.17%0.19%0.20%Q4 2019Q1 20202
Gateway Wealth Partners, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
McAdams Wright Ragen, Inc. 220.02%0.02%0.02%Q3 2013Q4 20132
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Berger Financial Group, Inc 220.04%0.04%0.05%Q4 2020Q1 20212
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Great Diamond Partners, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.89%0.89%0.89%Q1 2017Q1 20171
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
Strategic Advocates LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Inscription Capital, LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Parsec Financial Management, Inc. 110.28%0.28%0.28%Q2 2013Q2 20131
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
SAWGRASS ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Curi Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Econ Financial Services Corp 110.40%0.40%0.40%Q4 2021Q4 20211
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Brand Asset Management Group, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Winchester Group Inc. 110.04%0.04%0.04%Q3 2013Q3 20131
GSA CAPITAL PARTNERS LLP 110.18%0.18%0.18%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
FIFTH THIRD SECURITIES, INC. 110.77%0.77%0.77%Q1 2019Q1 20191
STEPH & CO 110.01%0.01%0.01%Q4 2020Q4 20201
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
PRING TURNER CAPITAL GROUP INC 112.90%2.90%2.90%Q3 2014Q3 20141
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
Hall Kathryn A. 111.38%1.38%1.38%Q3 2013Q3 20131
GENWORTH FINANCIAL INC 110.07%0.07%0.07%Q2 2013Q2 20131
Glacier Peak Capital LLC 110.50%0.50%0.50%Q4 2013Q4 20131
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Guardian Wealth Advisors, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
STANCORP INVESTMENT ADVISERS INC 110.00%0.00%0.00%Q1 2015Q1 20151
Texan Capital Management 110.25%0.25%0.25%Q3 2013Q3 20131
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Starfire Investment Advisers, Inc. 110.34%0.34%0.34%Q4 2017Q4 20171
BOSTON ADVISORS LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Catamount Wealth Management 110.00%0.00%0.00%Q2 2015Q2 20151
Alpha Cubed Investments, LLC 110.12%0.12%0.12%Q2 2015Q2 20151
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
COMMERCE BANK 110.00%0.00%0.00%Q3 2014Q3 20141
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2020Q1 20201
MBA Advisors LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Hayden Royal, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
First Personal Financial Services 110.00%0.00%0.00%Q4 2014Q4 20141
Claybrook Capital, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SUSQUEHANNA TRUST & INVESTMENT CO 110.99%0.99%0.99%Q4 2013Q4 20131
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SFG Wealth Management, LLC. 110.47%0.47%0.47%Q2 2023Q2 20231
Mariner Wealth Advisors-NYC, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Blueprint Investment Partners LLC 110.18%0.18%0.18%Q2 2023Q2 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
WMS Partners, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Legacy Advisors, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
STRATEGIC WEALTH MANAGEMENT INC 110.72%0.72%0.72%Q4 2012Q4 20121
Litman Gregory Wealth Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Venturi Wealth Management, LLC 110.86%0.86%0.86%Q2 2022Q2 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
COMMUNITY TRUST & INVESTMENT CO 111.44%1.44%1.44%Q2 2014Q2 20141
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Royal Fund Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Regis Management CO LLC 110.08%0.08%0.08%Q2 2013Q2 20131
SVB WEALTH LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
Hilltop Holdings Inc. 110.06%0.06%0.06%Q4 2018Q4 20181
Pasadena Private Wealth, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Bryn Mawr Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Financial Sense Advisors, Inc. 110.10%0.10%0.10%Q2 2020Q2 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SYKON CAPITAL LLC 110.11%0.11%0.11%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Western Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Community Financial Services Group, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Windham Capital Management, LLC 110.06%0.06%0.06%Q1 2017Q1 20171
NVWM, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WealthOne, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Cascade Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Eidelman Virant Capital 110.14%0.14%0.14%Q2 2013Q2 20131
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Dorsey Wright & Associates 111.05%1.05%1.05%Q3 2017Q3 20171
SkyOak Wealth, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2013Q4 20131
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Perennial Investment Advisors, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Sterling Manor Financial, LLC 114.10%4.10%4.10%Q1 2022Q1 20221
Jefferies Group LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Brown Miller Wealth Management, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Guardian Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
HNP Capital LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
CAXTON ASSOCIATES LP 110.02%0.02%0.02%Q3 2013Q3 20131
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
United Community Bank 110.02%0.02%0.02%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Austin Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Sciencast Management LP 110.18%0.18%0.18%Q3 2017Q3 20171
Moser Wealth Advisors, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Investors Research Corp 110.02%0.02%0.02%Q3 2023Q3 20231
LBA Wealth Management, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
CIBC Asset Management Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Financial Connections Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Management 110.00%0.00%0.00%Q2 2015Q2 20151
CARDIFF PARK ADVISORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Arrow Investment Advisors, LLC 115.39%5.39%5.39%Q3 2017Q3 20171
CXI Advisors 110.04%0.04%0.04%Q4 2019Q4 20191
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHSTAR ASSET MANAGEMENT Co LLC 112.02%2.02%2.02%Q2 2013Q2 20131
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Baldrige Asset Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BRYN MAWR TRUST Co 110.02%0.02%0.02%Q4 2019Q4 20191
VALLEY NATIONAL ADVISERS INC 110.08%0.08%0.08%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Vontobel Swiss Wealth Advisors AG 110.01%0.01%0.01%Q4 2014Q4 20141
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PRENTISS SMITH & CO INC 110.00%0.00%0.00%Q4 2017Q4 20171
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
VALLEY FORGE ASSET MANAGEMENT, LLC 110.83%0.83%0.83%Q4 2013Q4 20131
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 111.28%1.28%1.28%Q1 2022Q1 20221
Sutton Wealth Advisors Inc. 112.58%2.58%2.58%Q3 2023Q3 20231
Waverly Advisors, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Clean Yield Group 110.00%0.00%0.00%Q1 2020Q1 20201
Paloma Partners Management Co 110.01%0.01%0.01%Q3 2018Q3 20181
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
FULTON BANK, N.A. 110.03%0.03%0.03%Q2 2018Q2 20181
HAYS ADVISORY LLC 110.03%0.03%0.03%Q3 2014Q3 20141
Meridian Wealth Management, LLC 110.22%0.22%0.22%Q1 2020Q1 20201
EXCELSIA, INC. 116.98%6.98%6.98%Q2 2013Q2 20131
Csenge Advisory Group 110.02%0.02%0.02%Q3 2022Q3 20221
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Personal Wealth Partners 110.01%0.01%0.01%Q2 2019Q2 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q4 2013Q4 20131
Team Financial Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q4 2012Q4 20121
External links

This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.