WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1850.00%0.00%0.00%Q4 2013Q3 202357
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.25%0.40%0.62%Q2 2013Q3 202342
Creative Planning 42420.09%0.16%0.27%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.08%0.11%0.15%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.11%0.29%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.05%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.19%0.66%1.12%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.03%0.20%0.76%Q1 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.04%0.06%0.10%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.03%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42424.53%5.57%6.51%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.10%0.25%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.02%0.07%Q2 2013Q3 202342
SouthState Corp 42420.05%0.08%0.12%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.06%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
WADE G W & INC 42420.08%0.29%0.47%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.08%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.03%0.10%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.05%0.16%Q2 2013Q3 202342
Biondo Investment Advisors, LLC 41410.08%0.18%0.23%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.07%0.18%0.32%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.08%1.20%1.66%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.02%0.04%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
CITIGROUP INC 3470.00%0.00%0.00%Q2 2013Q3 202341
MCF Advisors LLC 3370.01%0.03%0.05%Q3 2013Q3 202340
Parsec Financial Management, Inc. 40400.16%1.28%2.39%Q2 2013Q1 202340
VICUS CAPITAL 40400.06%0.11%0.20%Q4 2013Q3 202340
Destination Wealth Management 40400.02%0.35%0.57%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.07%0.25%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.10%0.48%0.93%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.02%0.04%Q1 2014Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3610.00%0.09%0.17%Q3 2013Q3 202339
Janney Montgomery Scott LLC 29100.03%0.08%0.16%Q3 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 3720.00%0.00%0.00%Q4 2013Q3 202339
Cetera Advisors LLC 1810.01%0.09%0.29%Q2 2013Q3 202339
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.07%0.45%1.40%Q3 2013Q3 202339
HUNTINGTON NATIONAL BANK 36360.01%0.23%0.48%Q4 2014Q3 202338
OLD NATIONAL BANCORP /IN/ 38380.01%0.09%0.40%Q2 2014Q3 202338
CENTRAL TRUST Co 38380.00%0.02%0.09%Q2 2014Q3 202338
B. Riley Wealth Advisors, Inc. 3320.00%0.07%0.27%Q4 2013Q3 202338
UBS Group AG 36360.00%0.03%0.05%Q4 2014Q3 202337
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 37370.19%0.64%1.32%Q3 2014Q3 202337
EisnerAmper Wealth Management Corporate Benefits, LLC 37370.89%2.54%3.07%Q4 2014Q4 202337
Ameritas Investment Partners, Inc. 37370.00%0.01%0.02%Q3 2014Q3 202337
MAI Capital Management 36360.13%0.19%0.29%Q4 2014Q3 202336
OPPENHEIMER & CO INC 2790.01%0.01%0.02%Q4 2013Q3 202336
Chicago Partners Investment Group LLC 36360.07%0.18%0.71%Q4 2014Q3 202336
Capital Advisors, Ltd. LLC 36360.00%0.22%0.64%Q4 2014Q3 202336
HighTower Advisors, LLC 25110.00%0.01%0.02%Q3 2014Q3 202336
First Personal Financial Services 36360.01%0.04%0.16%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.81%4.16%9.71%Q4 2014Q3 202336
Barnett & Company, Inc. 35350.01%0.16%0.24%Q2 2013Q4 202135
Koshinski Asset Management, Inc. 19160.03%0.65%1.65%Q4 2014Q3 202335
FIFTH THIRD BANCORP 24110.00%0.00%0.00%Q2 2014Q3 202335
GOLDMAN SACHS GROUP INC 2220.00%0.00%0.00%Q3 2014Q3 202334
Baird Financial Group, Inc. 34340.02%0.07%0.11%Q2 2015Q3 202334
Patten Group, Inc. 22120.05%0.19%0.32%Q4 2014Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.02%Q4 2013Q3 202334
CAPE ANN SAVINGS BANK 1310.32%1.08%1.78%Q2 2014Q3 202333
Sigma Planning Corp 3120.01%0.03%0.06%Q1 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 1410.05%0.09%0.14%Q2 2013Q3 202333
Well Done, LLC 32320.37%0.87%1.65%Q4 2015Q3 202332
Cetera Investment Advisers 32320.02%0.07%0.15%Q4 2015Q3 202332
Baystate Wealth Management LLC 31310.07%0.42%0.82%Q1 2016Q3 202331
SignalPoint Asset Management, LLC 31310.12%0.22%0.48%Q2 2013Q4 202031
JNBA Financial Advisors 20110.01%1.07%2.27%Q4 2015Q3 202331
IFP Advisors, Inc 17140.01%0.07%0.32%Q4 2015Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 31310.00%0.03%0.07%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.03%0.10%Q1 2016Q3 202331
VESTOR CAPITAL, LLC 1370.16%0.41%0.65%Q3 2015Q3 202331
Cottage Street Advisors LLC 2830.21%0.82%1.88%Q4 2015Q3 202331
JFS WEALTH ADVISORS, LLC 30300.23%1.32%2.37%Q2 2016Q3 202330
BLAIR WILLIAM & CO/IL 30300.00%0.00%0.01%Q2 2016Q3 202330
NEXT Financial Group, Inc 30300.05%0.18%0.52%Q3 2014Q4 202130
NORTHERN TRUST CORP 1310.00%0.00%0.00%Q3 2014Q3 202330
Clearwater Capital Advisors, LLC 30300.04%0.44%1.04%Q2 2016Q3 202330
StrategIQ Financial Group, LLC 30300.10%0.32%0.71%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.05%0.16%0.29%Q1 2016Q3 202330
SVA Wealth Management, LLC 29290.65%3.40%6.57%Q4 2013Q4 202029
CITIZENS FINANCIAL GROUP INC/RI 29290.02%0.07%0.17%Q3 2016Q3 202329
Avior Wealth Management, LLC 2360.00%0.00%0.01%Q4 2015Q3 202329
FineMark National Bank & Trust 2180.01%0.05%0.11%Q2 2013Q3 202229
Sargent Bickham Lagudis LLC 28280.03%0.15%0.29%Q1 2016Q4 202228
Fragasso Group Inc. 16120.03%0.34%0.81%Q1 2016Q4 202328
Cornerstone Wealth Management, LLC 2530.12%0.33%0.50%Q3 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.05%0.12%0.23%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.25%0.33%0.47%Q4 2016Q3 202328
CADENCE BANK NA 2080.32%0.50%0.70%Q2 2013Q2 202228
Plante Moran Financial Advisors, LLC 1910.00%0.01%0.02%Q4 2014Q3 202328
Simmons Bank 27270.08%0.30%0.58%Q1 2017Q3 202327
PINNACLE ASSOCIATES LTD 27270.01%0.03%0.04%Q1 2017Q3 202327
IMS Capital Management 2070.47%0.70%0.88%Q4 2016Q3 202327
New England Investment & Retirement Group, Inc. 27270.15%3.20%7.64%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.00%0.03%0.09%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.31%2.19%Q4 2016Q3 202327
SIGNATUREFD, LLC 2310.00%0.00%0.01%Q1 2015Q3 202327
WESBANCO BANK INC 16110.02%0.05%0.07%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.08%0.16%Q2 2013Q4 201927
Advisory Services Network, LLC 1310.00%0.02%0.18%Q4 2013Q1 202327
Pinnacle Wealth Management Advisory Group, LLC 26260.14%0.30%0.54%Q2 2017Q3 202326
Asset Dedication, LLC 26260.02%0.06%0.09%Q2 2017Q3 202326
Wealthcare Advisory Partners LLC 2510.10%0.24%0.44%Q2 2016Q3 202326
Carroll Financial Associates, Inc. 2150.00%0.02%0.08%Q2 2013Q1 202026
BB&T SECURITIES, LLC 26260.01%0.02%0.02%Q2 2013Q3 201926
FIRST HAWAIIAN BANK 26260.30%0.39%0.70%Q2 2017Q3 202326
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 26260.05%0.17%0.34%Q2 2014Q3 202026
ProVise Management Group, LLC 26260.04%1.54%2.19%Q1 2014Q2 202026
MML INVESTORS SERVICES, LLC 26260.02%0.09%0.20%Q2 2017Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 16100.00%0.21%0.50%Q4 2016Q3 202326
Miracle Mile Advisors, LLC 2330.01%0.30%0.73%Q4 2014Q3 202326
IHT Wealth Management, LLC 13120.00%0.11%1.09%Q4 2016Q3 202325
Heritage Trust Co 25250.00%0.13%0.30%Q3 2017Q3 202325
Essex Financial Services, Inc. 1410.03%0.07%0.12%Q1 2014Q3 202325
JANE STREET GROUP, LLC 1010.00%0.01%0.05%Q1 2014Q1 202325
Institute for Wealth Management, LLC. 2410.06%0.12%0.24%Q2 2017Q3 202325
VALLEY NATIONAL ADVISERS INC 1690.01%0.01%0.02%Q4 2014Q3 202325
NewEdge Advisors, LLC 2410.01%0.05%0.15%Q2 2017Q3 202325
Stratos Wealth Partners, LTD. 25250.01%0.04%0.10%Q4 2016Q4 202225
PINNACLE FINANCIAL PARTNERS INC 1690.00%0.01%0.03%Q2 2017Q3 202325
RMB Capital Management, LLC 24240.23%0.28%0.33%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.10%0.26%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.18%Q4 2017Q3 202324
Evanson Asset Management, LLC 14100.03%0.05%0.06%Q3 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.11%0.15%0.21%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.18%0.44%1.24%Q4 2017Q3 202324
First Allied Advisory Services, Inc. 2220.01%0.03%0.06%Q3 2013Q3 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.06%0.11%0.20%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Dynamic Advisor Solutions LLC 24240.02%0.11%0.29%Q4 2017Q3 202324
Oakworth Capital, Inc. 24240.02%0.06%0.10%Q4 2015Q3 202124
Live Your Vision, LLC 24240.73%3.29%4.70%Q2 2013Q1 201924
Tower Research Capital LLC (TRC) 1010.00%0.06%0.24%Q1 2014Q3 202324
Freedom Investment Management, Inc. 2040.03%0.05%0.10%Q1 2013Q4 202024
Financial Planning & Information Services, Inc. 23230.65%8.68%10.86%Q1 2018Q3 202323
FMR LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
CAPITAL ADVISORS INC/OK 13100.01%0.11%0.43%Q4 2016Q3 202223
Dorsey & Whitney Trust CO LLC 23230.03%0.08%0.17%Q1 2017Q3 202223
Global Retirement Partners, LLC 1330.00%0.01%0.08%Q4 2016Q3 202323
Sunbelt Securities, Inc. 2210.02%0.15%0.36%Q4 2016Q3 202323
Mariner, LLC 2210.00%0.01%0.03%Q3 2016Q3 202323
Winslow, Evans & Crocker, Inc. 22220.00%0.01%0.01%Q3 2015Q4 202022
NewFocus Financial Group, LLC 22220.51%3.98%7.02%Q4 2014Q1 202022
DEUTSCHE BANK AG\ 1660.00%0.00%0.00%Q3 2013Q1 202322
HALBERT HARGROVE GLOBAL ADVISORS, LLC 22220.07%0.18%0.32%Q2 2013Q3 201822
RAYMOND JAMES TRUST N.A. 22220.02%0.03%0.05%Q2 2018Q3 202322
Johanson Financial Advisors, Inc. 2020.24%2.28%6.89%Q2 2016Q4 202122
CX Institutional 22220.01%0.76%1.78%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 11100.02%0.07%0.19%Q2 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.65%1.06%1.53%Q1 2015Q2 202021
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.07%0.31%0.48%Q3 2018Q3 202321
Migdal Insurance & Financial Holdings Ltd. 21210.00%0.00%0.00%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.08%0.11%0.15%Q3 2018Q3 202321
NBT BANK N A /NY 21210.04%0.40%0.92%Q3 2018Q3 202321
Citadel Advisors 810.00%0.00%0.01%Q2 2015Q3 202321
Financial Architects, Inc 1810.00%0.01%0.03%Q2 2013Q2 202021
Voya Financial Advisors, Inc. 21210.02%0.04%0.06%Q1 2016Q1 202121
RFG Advisory, LLC 1560.02%0.06%0.16%Q1 2018Q3 202321
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1740.06%0.11%0.20%Q2 2017Q3 202221
AE Wealth Management LLC 1910.01%0.16%0.32%Q4 2017Q3 202321
TFG Advisers LLC 20201.12%1.36%1.64%Q4 2018Q3 202320
KEYBANK NATIONAL ASSOCIATION/OH 20200.02%0.06%0.10%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.03%0.07%0.24%Q4 2018Q3 202320
CWM, LLC 1280.00%0.00%0.01%Q3 2018Q3 202320
Harvest Investment Services, LLC 20200.13%0.78%1.71%Q4 2018Q3 202320
RAND WEALTH, LLC 20200.12%0.26%0.38%Q4 2013Q3 201820
Salomon & Ludwin, LLC 20200.55%1.27%2.37%Q4 2018Q3 202320
Alaska Permanent Capital Management 1910.04%0.19%0.26%Q2 2018Q3 202320
Brinker Capital Investments, LLC 20200.00%0.15%0.23%Q2 2013Q1 201820
SOL Capital Management CO 1610.07%0.07%0.08%Q2 2014Q3 201920
BANK HAPOALIM BM 1550.05%0.08%0.11%Q4 2014Q4 201920
Rockefeller Capital Management L.P. 20200.00%0.02%0.07%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.10%0.45%0.71%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.07%Q4 2018Q3 202320
Advisory Alpha, LLC 20200.00%0.10%0.25%Q4 2013Q3 201820
American Portfolios Advisors 20200.02%0.06%0.12%Q4 2017Q3 202220
1834 INVESTMENT ADVISORS CO 20200.03%0.04%0.06%Q4 2017Q3 202220
Wambolt & Associates, LLC 20200.15%0.32%0.60%Q4 2018Q3 202320
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Opes Wealth Management LLC 19190.30%0.50%0.91%Q1 2019Q3 202319
White Pine Investment CO 19190.40%1.24%1.80%Q1 2019Q3 202319
First National Bank of South Miami 19190.05%0.10%0.20%Q4 2018Q2 202319
Western Wealth Management, LLC 1180.04%0.06%0.10%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.06%Q1 2019Q3 202319
CALTON & ASSOCIATES, INC. 1810.04%0.09%0.14%Q4 2017Q2 202319
Arden Trust Co 19190.06%0.18%0.39%Q2 2019Q4 202319
Financial Insights, Inc. 1811.02%3.94%5.66%Q4 2018Q3 202319
Kovack Advisors, Inc. 19190.16%0.40%0.68%Q2 2015Q4 201919
THRIVENT FINANCIAL FOR LUTHERANS 18180.00%0.00%0.00%Q1 2019Q2 202318
NATIONAL PLANNING CORP 18180.02%0.04%0.05%Q2 2013Q3 201718
Investors Research Corp 18180.08%0.32%0.45%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.07%0.13%0.19%Q2 2013Q3 201718
Connecticut Wealth Management, LLC 18180.11%1.32%3.94%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18182.08%2.81%4.00%Q2 2013Q3 201718
RAY GERALD L & ASSOCIATES LTD 18180.05%0.07%0.09%Q2 2013Q3 201718
M Holdings Securities, Inc. 1410.02%0.11%0.22%Q3 2014Q1 202218
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.01%0.01%0.02%Q2 2015Q3 201918
Harbour Capital Advisors, LLC 1430.11%0.18%0.23%Q3 2013Q4 201717
Cardan Capital Partners, LLC 17172.04%2.64%3.31%Q4 2015Q4 201917
MARK SHEPTOFF FINANCIAL PLANNING, LLC 17170.00%0.00%0.00%Q3 2016Q3 202017
RVW Wealth, LLC 980.00%0.10%0.44%Q3 2019Q4 202317
WFG Advisors, LP 17170.02%0.04%0.07%Q2 2013Q2 201717
INVESTMENT CENTERS OF AMERICA INC 1520.06%0.11%0.20%Q2 2013Q3 201717
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.29%0.76%0.98%Q1 2016Q1 202017
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.14%0.50%Q3 2019Q3 202317
CAHILL FINANCIAL ADVISORS INC 17170.09%0.33%0.50%Q3 2019Q3 202317
Rain Capital Management, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q1 2014Q3 202317
Stillwater Capital Advisors, LLC 17170.24%0.28%0.40%Q2 2013Q2 201717
Independence Bank of Kentucky 17170.02%0.03%0.05%Q3 2019Q3 202317
GREAT LAKES ADVISORS, LLC 17170.01%0.01%0.03%Q4 2013Q4 201717
WealthShield Partners, LLC 620.01%0.13%0.31%Q4 2017Q3 202317
Concert Wealth Management Inc. 17170.11%0.19%0.67%Q2 2013Q2 201717
LINCOLN NATIONAL CORP 17170.01%0.02%0.04%Q3 2016Q3 202017
FLPUTNAM INVESTMENT MANAGEMENT CO 17170.01%0.04%0.11%Q3 2019Q3 202317
Equitable Holdings, Inc. 16160.03%0.06%0.11%Q4 2019Q3 202316
West Oak Capital, LLC 1060.01%0.03%0.05%Q2 2016Q2 202016
Harborview Advisors, LLC 16160.51%0.80%1.34%Q4 2017Q3 202116
Element Wealth, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
GREAT VALLEY ADVISOR GROUP, INC. 930.01%0.03%0.07%Q1 2019Q2 202316
Clark Capital Management Group, Inc. 16160.01%0.69%1.36%Q2 2013Q1 201716
Newport Wealth Strategies, Inc. 16160.21%0.99%1.86%Q4 2017Q3 202116
Private Wealth Strategies, L.L.C. 16162.59%3.25%5.05%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.20%1.18%2.32%Q4 2019Q3 202316
KCM INVESTMENT ADVISORS LLC 1240.01%0.02%0.02%Q4 2015Q4 201916
Key FInancial Inc 16160.09%0.30%0.53%Q4 2019Q3 202316
HL FINANCIAL SERVICES LLC 1150.01%0.02%0.03%Q1 2015Q1 201916
BlackRock Inc. 1310.00%0.00%0.00%Q1 2017Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.02%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16163.79%5.14%6.71%Q4 2019Q3 202316
Old North State Trust, LLC 1420.00%0.24%0.95%Q3 2018Q4 202216
John W. Brooker & Co., CPAs 16160.52%0.80%1.91%Q4 2019Q3 202316
HC FINANCIAL ADVISORS INC 1510.29%0.48%1.12%Q1 2018Q2 202216
LEVEL FOUR ADVISORY SERVICES, LLC 1420.02%0.04%0.06%Q4 2016Q2 202116
Sowa Financial Group, Inc. 16160.26%0.36%0.56%Q4 2019Q3 202316
IFG Advisory, LLC 16160.04%0.12%0.31%Q4 2019Q3 202316
EP Wealth Advisors, LLC 16160.01%0.04%0.06%Q4 2019Q3 202316
WHITTIER TRUST CO 16160.02%0.03%0.04%Q1 2018Q4 202116
RELIANCE TRUST CO OF DELAWARE 1150.16%0.34%0.43%Q4 2013Q1 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.08%0.14%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.03%0.04%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 740.00%0.00%0.00%Q4 2018Q3 202315
Beacon Pointe Advisors, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.03%0.05%Q4 2019Q3 202315
BAR HARBOR TRUST SERVICES 15150.13%0.28%0.36%Q1 2015Q3 201815
FLOW TRADERS U.S. LLC 510.02%0.07%0.16%Q3 2016Q3 202315
MUFG Americas Holdings Corp 1140.00%0.00%0.01%Q3 2017Q3 202215
PACIFIC SUN FINANCIAL CORP 610.66%0.80%1.00%Q1 2018Q2 202315
Advisor Group, Inc. 15150.06%0.09%0.13%Q2 2016Q4 201915
Avion Wealth 15150.01%0.01%0.01%Q1 2020Q3 202315
NewSquare Capital LLC 1410.00%0.06%0.10%Q1 2018Q3 202315
ACCURATE INVESTMENT SOLUTIONS, INC. 15150.00%0.00%0.00%Q2 2016Q4 201915
JOHNSON INVESTMENT COUNSEL INC 870.00%0.01%0.01%Q4 2017Q3 202315
Cerity Partners LLC 15150.00%0.01%0.03%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.03%0.07%0.10%Q1 2020Q3 202315
MSI Financial Services Inc 15150.16%0.23%0.37%Q2 2013Q4 201615
VAUGHAN DAVID INVESTMENTS LLC/IL 14140.01%0.02%0.03%Q2 2015Q3 201814
Ellis Investment Partners, LLC 14140.01%0.01%0.02%Q2 2019Q3 202214
BENJAMIN EDWARDS INC 14140.28%0.55%0.97%Q2 2020Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.00%0.01%Q2 2017Q3 202014
Platform Technology Partners 1040.20%0.33%0.37%Q1 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.05%0.08%0.11%Q4 2017Q1 202114
OneDigital Investment Advisors LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Intercontinental Wealth Advisors, LLC 14140.25%0.29%0.36%Q1 2020Q2 202314
FAS Wealth Partners, Inc. 14140.15%0.35%0.63%Q2 2020Q3 202314
Fernwood Investment Management, LLC 610.08%0.11%0.16%Q3 2018Q4 202214
Montecito Bank & Trust 14140.06%0.29%1.93%Q3 2016Q4 201914
MARINO, STRAM & ASSOCIATES LLC 950.14%0.22%0.30%Q1 2020Q3 202314
BROWN ADVISORY INC 14140.00%0.00%0.00%Q1 2017Q2 202014
Private Capital Group, LLC 1130.00%0.01%0.01%Q3 2018Q1 202214
J.W. COLE ADVISORS, INC. 810.02%0.08%0.18%Q4 2019Q3 202314
PSI Advisors, LLC 950.04%0.87%2.05%Q4 2019Q3 202314
MADISON INVESTMENT HOLDINGS INC 14140.01%0.01%0.01%Q2 2013Q3 201614
MASSMUTUAL TRUST CO FSB/ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
Corient Capital Partners, LLC 14140.05%0.05%0.06%Q3 2016Q4 201914
Heritage Wealth Advisors 13130.01%0.01%0.02%Q1 2019Q1 202213
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
TMD & ASSOCIATES, INC 13133.06%5.67%8.60%Q2 2016Q2 201913
Founders Financial Alliance, LLC 13130.02%0.15%0.37%Q3 2020Q3 202313
UNITED BANK 13130.06%0.38%0.80%Q1 2018Q1 202113
Kestra Advisory Services, LLC 13130.15%0.20%0.26%Q3 2020Q3 202313
COUNTRY TRUST BANK 1210.00%0.00%0.01%Q2 2015Q2 201913
Noven Financial Group, Inc. 13131.17%9.82%12.53%Q1 2016Q1 201913
MONECO Advisors, LLC 940.07%0.54%1.10%Q4 2018Q3 202313
Jacobi Capital Management LLC 13130.01%0.01%0.02%Q3 2017Q3 202013
WEALTHCARE CAPITAL MANAGEMENT LLC 1110.00%0.00%0.01%Q1 2015Q1 202113
VSR Financial Services, Inc. 13130.06%0.19%0.24%Q2 2013Q2 201613
SII INVESTMENTS INC/WI 840.02%0.20%0.40%Q4 2014Q4 201712
Southland Equity Partners LLC 12120.43%0.60%0.84%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.21%1.13%2.61%Q4 2020Q3 202312
WEST BANCORPORATION INC 841.11%1.70%2.51%Q4 2019Q3 202312
Yellowstone Partners, LLC 1020.15%0.62%2.29%Q2 2014Q4 201712
Intrua Financial, LLC 12120.28%0.35%0.50%Q2 2020Q1 202312
Princeton Global Asset Management LLC 12120.00%0.00%0.01%Q2 2020Q1 202312
Allworth Financial LP 1110.00%0.02%0.07%Q1 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.15%0.26%0.75%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Whitegate Investment Counselors, Inc. 12120.06%0.42%0.91%Q4 2018Q3 202112
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.01%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%2.22%3.60%Q4 2017Q1 202112
Joseph P. Lucia & Associates, LLC 620.08%0.15%0.30%Q1 2019Q2 202212
Paracle Advisors, LLC 12120.09%2.87%4.33%Q2 2018Q1 202112
Navis Wealth Advisors, LLC 12120.29%0.47%0.82%Q4 2020Q3 202312
Concord Wealth Partners 12121.79%5.49%33.97%Q4 2020Q3 202312
CIBC BANK USA 930.03%0.04%0.04%Q4 2014Q4 201712
FRANKLIN RESOURCES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Redmond Asset Management, LLC 12120.14%0.15%0.16%Q4 2020Q3 202312
Arkadios Wealth Advisors 12120.11%0.36%0.86%Q4 2020Q3 202312
Gradient Investments LLC 410.00%0.00%0.00%Q1 2017Q3 202312
Ten Capital Wealth Advisors, LLC 12120.22%1.94%4.91%Q3 2020Q2 202312
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202312
MTM Investment Management, LLC 12120.12%0.13%0.15%Q4 2020Q3 202312
Titus Wealth Management 840.15%0.27%0.47%Q1 2018Q2 202212
EVOKE WEALTH, LLC 1110.01%0.01%0.02%Q3 2019Q3 202212
BCS Wealth Management 661.01%1.49%2.82%Q4 2019Q4 202212
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
CIBC Private Wealth Group, LLC 1110.00%0.00%0.00%Q3 2017Q3 202012
Centennial Wealth Advisory LLC 12120.41%0.98%1.24%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.11%0.14%0.15%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
MONTAG A & ASSOCIATES INC 12120.02%0.03%0.06%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.15%0.32%0.55%Q4 2020Q3 202312
1st Global Advisors, Inc. 610.03%0.03%0.04%Q2 2013Q2 201711
WINTRUST INVESTMENTS LLC 520.02%0.06%0.09%Q2 2018Q3 202311
MGO ONE SEVEN LLC 810.02%0.13%0.19%Q4 2017Q1 202311
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 11110.04%0.39%0.56%Q4 2017Q2 202011
Capital Advisors Wealth Management, LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
CAPITAL WEALTH MANAGEMENT, LLC 11112.41%3.19%3.72%Q4 2017Q2 202011
Spire Wealth Management 11110.00%0.01%0.03%Q1 2021Q3 202311
RELIANCE TRUST CO 1010.66%8.54%12.96%Q4 2014Q4 201811
YorkBridge Wealth Partners, LLC 11110.02%0.03%0.05%Q4 2016Q2 201911
Ironwood Financial, llc 11110.01%0.01%0.02%Q1 2019Q3 202111
LifePlan Financial Group, Inc 11110.01%0.04%0.09%Q1 2018Q3 202011
ASSETMARK, INC 610.00%0.00%0.00%Q3 2015Q3 202311
Insight Advisors, LLC/ PA 11110.07%0.37%0.63%Q1 2021Q3 202311
BCGM Wealth Management, LLC 920.16%0.18%0.22%Q4 2020Q3 202311
BOKF, NA 810.00%0.00%0.01%Q3 2017Q3 202311
Lucia Wealth Services, LLC 11110.06%0.11%0.15%Q1 2018Q3 202011
Financial Gravity Asset Management, Inc. 810.00%0.01%0.02%Q1 2020Q3 202311
TCG Advisory Services, LLC 730.04%0.08%0.11%Q1 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
First Command Financial Services, Inc. 10100.00%0.01%0.01%Q4 2017Q1 202010
Vontobel Swiss Wealth Advisors AG 730.15%0.30%0.55%Q4 2017Q2 202110
Lloyd Advisory Services, LLC. 10100.03%0.06%0.09%Q4 2019Q1 202210
TIAA, FSB 640.00%0.00%0.00%Q4 2017Q3 202110
RMR Wealth Builders 910.04%0.06%0.08%Q1 2021Q3 202310
Sowell Financial Services LLC 710.01%0.04%0.14%Q4 2018Q1 202310
First Command Bank 10100.01%0.01%0.01%Q4 2017Q1 202010
LVZ, Inc. 10100.11%0.25%0.51%Q4 2015Q1 201810
First Heartland Consultants, Inc. 910.04%0.19%1.28%Q4 2018Q1 202210
SPINNAKER TRUST 910.05%0.10%0.14%Q1 2014Q3 201610
Harel Insurance Investments & Financial Services Ltd. 510.00%0.00%0.02%Q3 2016Q2 202210
Prospera Financial Services Inc 510.01%0.02%0.05%Q3 2020Q3 202310
Brookstone Capital Management 820.00%0.17%0.41%Q2 2015Q2 201810
Jackson Hole Capital Partners, LLC 640.03%0.04%0.07%Q1 2019Q1 202210
PFG Advisors 910.05%0.15%0.28%Q4 2017Q2 202010
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.04%Q1 2021Q3 202310
SG Americas Securities, LLC 510.00%0.01%0.02%Q2 2014Q3 201710
Bristlecone Advisors, LLC 10100.03%0.07%0.10%Q2 2021Q3 202310
BDO Wealth Advisors, LLC 910.01%0.05%0.09%Q2 2017Q1 202010
Bison Wealth, LLC 820.05%0.08%0.15%Q1 2015Q3 202110
LEO BROKERAGE, LLC 520.04%0.62%2.09%Q3 2020Q2 20239
Accel Wealth Management 630.02%0.02%0.03%Q4 2020Q1 20239
Keystone Financial Group 990.16%0.20%0.36%Q4 2017Q4 20199
COLDSTREAM CAPITAL MANAGEMENT INC 540.59%0.91%1.21%Q2 2021Q3 20239
Pacifica Partners Inc. 990.00%0.00%0.01%Q4 2021Q4 20239
Fusion Family Wealth LLC 990.01%0.05%0.20%Q4 2016Q4 20189
Valmark Advisers, Inc. 810.01%0.01%0.04%Q1 2016Q1 20209
Hefty Wealth Partners 990.53%0.90%1.32%Q1 2016Q1 20189
Sandy Spring Bank 810.00%0.91%1.38%Q2 2015Q3 20239
Golden State Wealth Management, LLC 420.03%0.56%1.29%Q1 2019Q1 20229
Ranch Capital Advisors Inc. 990.01%0.07%0.31%Q3 2019Q3 20219
Berkeley Capital Partners, LLC 990.52%0.78%0.85%Q3 2021Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
CAPITAL ONE, NATIONAL ASSOCIATION 990.20%0.28%0.35%Q2 2016Q2 20189
WISCONSIN CAPITAL MANAGEMENT LLC 720.19%0.37%0.43%Q2 2013Q1 20209
Investors Capital Advisory Services 990.04%0.05%0.06%Q4 2013Q4 20159
Transamerica Financial Advisors, Inc. 810.13%0.79%1.66%Q1 2017Q2 20199
Opes Advisors Inc 991.05%1.28%1.58%Q4 2016Q4 20189
Vontobel Holding Ltd. 990.00%0.00%0.00%Q3 2021Q3 20239
Neuberger Berman Group LLC 810.00%0.00%0.00%Q3 2020Q3 20239
CFO4Life, L.P. 990.62%1.92%4.45%Q4 2014Q4 20169
Bickling Financial Services, Inc. 991.13%1.90%2.56%Q4 2020Q4 20229
Integrated Wealth Concepts LLC 630.01%0.02%0.03%Q3 2019Q3 20239
Gryphon Financial Partners LLC 990.12%0.25%0.36%Q3 2021Q3 20239
First PREMIER Bank 990.00%0.01%0.01%Q3 2018Q3 20209
TNF LLC 990.16%0.21%0.29%Q3 2021Q3 20239
CHEMICAL BANK 990.05%0.07%0.11%Q2 2017Q2 20199
Powers Advisory Group, LLC 881.16%1.26%1.34%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.08%0.11%0.14%Q4 2021Q3 20238
Argent Trust Co 710.02%0.06%0.12%Q4 2019Q3 20238
Marion Wealth Management 882.97%3.29%3.54%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.65%0.77%0.85%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q1 2017Q4 20188
Melone Private Wealth, LLC 886.97%8.03%9.22%Q4 2021Q3 20238
Apexium Financial, LP 510.12%1.54%4.70%Q4 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.01%0.01%Q2 2021Q1 20238
TRUST CO OF VERMONT 880.01%0.01%0.01%Q4 2013Q3 20158
Kaydan Wealth Management, Inc. 880.35%0.42%0.54%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.35%0.41%0.62%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.08%0.13%0.18%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 881.33%1.41%1.47%Q4 2021Q3 20238
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2020Q3 20238
Ruggie Capital Group 610.04%0.08%0.31%Q3 2016Q3 20198
Guidant Wealth Advisors 440.66%0.92%1.38%Q3 2016Q3 20198
Apeiron RIA LLC 880.16%2.10%3.01%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.44%0.67%0.76%Q1 2021Q3 20238
Missouri Trust & Investment Co 880.02%0.02%0.02%Q4 2021Q3 20238
Cordasco Financial Network 710.00%0.01%0.01%Q3 2018Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ausdal Financial Partners, Inc. 710.01%0.17%0.21%Q4 2015Q3 20188
Joel Isaacson & Co., LLC 710.00%0.02%0.02%Q4 2012Q4 20168
YARGER WEALTH STRATEGIES, LLC 881.46%1.97%2.41%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 881.21%1.40%1.70%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.55%0.67%1.12%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 530.00%0.01%0.01%Q4 2019Q3 20238
Resurgent Financial Advisors LLC 880.45%0.54%0.66%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 530.02%0.02%0.03%Q4 2018Q3 20218
Simplicity Solutions, LLC 880.05%0.18%0.40%Q1 2019Q4 20208
Journey Advisory Group, LLC 880.09%0.11%0.13%Q4 2020Q3 20228
Long Run Wealth Advisors, LLC 880.91%1.08%1.26%Q4 2021Q3 20238
Great Diamond Partners, LLC 710.27%0.37%0.86%Q4 2019Q3 20238
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Cutler Group LLC / CA 320.00%0.00%0.01%Q2 2016Q3 20238
FDx Advisors, Inc. 440.02%0.05%0.07%Q3 2013Q3 20178
ETFIDEA, LLC 880.22%0.24%0.26%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
SPC Financial, Inc. 610.03%0.03%0.05%Q1 2019Q3 20237
Sonora Investment Management, LLC 520.00%0.01%0.01%Q2 2019Q3 20217
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.05%Q2 2014Q4 20157
MATHER GROUP, LLC. 770.02%0.05%0.06%Q1 2022Q3 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q1 2015Q2 20187
TCWP LLC 770.05%0.10%0.24%Q4 2021Q2 20237
QCI ASSET MANAGEMENT INC/NY 770.01%0.01%0.02%Q3 2018Q1 20207
Riverview Trust Co 610.00%11.45%14.02%Q4 2018Q1 20237
Graves Light Lenhart Wealth, Inc. 770.02%0.02%0.02%Q4 2020Q2 20227
Private Capital Management, LLC 770.24%0.29%0.37%Q1 2022Q3 20237
Arkos Global Advisors 770.13%0.43%0.76%Q1 2022Q3 20237
Trek Financial, LLC 430.02%0.06%0.11%Q4 2018Q1 20227
Aspire Private Capital, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.04%0.04%0.04%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.03%0.08%Q1 2019Q3 20207
Intellectus Partners, LLC 610.04%0.04%0.04%Q2 2017Q1 20197
Texas Capital Bank Wealth Management Services Inc 770.03%0.10%0.40%Q4 2019Q2 20217
Global Financial Private Capital, Inc 770.01%0.01%0.02%Q3 2017Q1 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.42%0.69%0.86%Q2 2013Q4 20147
TCF National Bank 770.10%0.12%0.13%Q3 2019Q1 20217
Eudaimonia Partners, LLC 610.01%0.03%0.06%Q4 2019Q1 20227
Wealthspire Advisors, LLC 610.03%0.03%0.03%Q3 2021Q3 20237
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
SRS Capital Advisors, Inc. 610.00%0.19%0.46%Q2 2021Q3 20237
Krilogy Financial LLC 770.00%0.06%0.16%Q3 2015Q1 20177
MONEY CONCEPTS CAPITAL CORP 520.01%0.06%0.34%Q4 2020Q4 20227
Financial Enhancement Group LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Viewpoint Capital Management LLC 430.08%0.09%0.10%Q4 2021Q3 20237
SECURITY NATIONAL TRUST CO 770.00%0.00%0.00%Q2 2014Q4 20157
SHELTON CAPITAL MANAGEMENT 770.02%0.02%0.03%Q1 2017Q3 20187
MONETA GROUP INVESTMENT ADVISORS LLC 520.00%0.04%0.07%Q1 2018Q4 20197
Stonebridge Capital Advisors LLC 430.00%0.01%0.02%Q2 2019Q3 20217
Parallel Advisors, LLC 770.00%0.01%0.01%Q1 2019Q3 20207
Berger Financial Group, Inc 770.04%0.07%0.24%Q4 2020Q2 20227
My Legacy Advisors, LLC 770.13%0.30%0.37%Q1 2022Q3 20237
Baker Avenue Asset Management, LP 510.11%0.18%0.24%Q2 2015Q4 20186
Johnson Financial Group, Inc. 210.00%0.00%0.00%Q1 2015Q3 20236
WealthTrust Asset Management, LLC 660.19%0.24%0.30%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 660.03%0.04%0.05%Q3 2018Q4 20196
Moors & Cabot, Inc. 420.01%0.04%0.07%Q2 2019Q1 20226
Truvestments Capital LLC 421.36%1.85%2.50%Q2 2018Q4 20196
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.05%0.06%0.06%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.01%0.01%0.01%Q1 2019Q2 20206
Lowe Wealth Advisors, LLC 660.01%0.01%0.01%Q3 2018Q4 20196
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q4 2017Q4 20206
UBS AG 660.03%0.03%0.04%Q2 2013Q3 20146
FORTEM FINANCIAL GROUP, LLC 330.16%0.18%0.21%Q2 2019Q4 20206
CIBC WORLD MARKET INC. 310.00%0.00%0.00%Q3 2021Q3 20236
Rodgers & Associates, LTD 660.03%0.05%0.05%Q4 2020Q1 20226
Bangor Savings Bank 660.08%0.09%0.09%Q4 2013Q1 20156
Clearstead Advisors, LLC 510.00%0.06%0.09%Q4 2016Q1 20206
Gemmer Asset Management LLC 660.88%1.69%2.03%Q3 2016Q4 20176
Seven Springs Wealth Group, LLC 660.02%0.03%0.05%Q4 2019Q1 20216
US FINANCIAL ADVISORS, LLC 660.03%0.04%0.06%Q4 2014Q1 20166
GIRARD SECURITIES, INC. 661.11%1.47%1.68%Q2 2016Q3 20176
SUNTRUST BANKS INC 660.00%0.00%0.01%Q2 2013Q3 20146
Arete Wealth Advisors, LLC 660.06%0.09%0.14%Q2 2018Q3 20196
Freedman Financial Associates, Inc. 660.00%0.04%0.06%Q4 2020Q1 20226
STOCK YARDS BANK & TRUST CO 660.13%0.14%0.15%Q2 2022Q3 20236
Surevest, LLC 660.17%1.69%2.16%Q4 2018Q1 20206
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.02%Q1 2018Q2 20196
BINGHAM OSBORN & SCARBOROUGH LLC 410.02%0.02%0.02%Q4 2017Q1 20195
UMB Bank, n.a. 550.01%0.01%0.01%Q4 2015Q4 20165
BARCLAYS PLC 550.00%0.00%0.00%Q4 2013Q4 20145
Aspire Wealth Management Corp 550.00%0.02%0.09%Q4 2021Q4 20225
Capital Analysts, LLC 210.00%0.00%0.00%Q3 2016Q3 20235
Eukles Asset Management 550.04%0.04%0.04%Q4 2018Q4 20195
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.03%0.08%Q3 2022Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.34%0.38%0.47%Q1 2020Q1 20215
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.01%0.06%0.15%Q3 2021Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.08%0.10%0.13%Q3 2018Q3 20195
Balentine LLC 410.00%0.00%0.00%Q4 2015Q2 20205
Harfst & Associates, Inc. 320.06%0.08%0.16%Q2 2015Q2 20175
Cadence Bank 550.12%0.13%0.13%Q3 2022Q3 20235
Lenox Wealth Advisors, LLC 410.00%0.16%0.21%Q4 2019Q1 20225
BSW Wealth Partners 410.41%0.61%0.79%Q3 2015Q4 20165
WealthBridge Capital Management, LLC 550.13%0.16%0.18%Q4 2018Q4 20195
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 410.04%0.05%0.07%Q2 2021Q4 20225
ATLAS CAPITAL ADVISORS LLC 550.01%0.01%0.01%Q2 2019Q2 20205
Realta Investment Advisors 320.00%0.00%0.01%Q2 2019Q4 20225
CoreCap Advisors, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
HB Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Capital Directions Investment Advisors, LLC 550.12%0.12%0.14%Q4 2021Q4 20225
Bernardo Wealth Planning LLC 550.16%0.20%0.23%Q4 2018Q4 20195
Community Bank, N.A. 410.00%0.00%0.01%Q1 2020Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Sequoia Financial Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.00%0.01%0.03%Q2 2013Q2 20145
Coyle Financial Counsel LLC 410.01%2.85%5.80%Q2 2016Q2 20185
Main Street Financial Solutions, LLC 550.63%0.67%0.71%Q3 2022Q3 20235
Moloney Securities Asset Management, LLC 550.06%0.06%0.06%Q1 2021Q1 20225
NORTHSTAR WEALTH PARTNERS LLC 550.09%0.20%0.37%Q3 2019Q3 20205
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q4 2019Q2 20225
Alhambra Investment Management LLC 210.14%0.18%0.28%Q4 2019Q4 20225
Smart Money Group LLC 550.24%1.20%1.61%Q1 2019Q1 20205
Wolff Financial Management LLC 550.16%0.23%0.27%Q4 2018Q4 20195
Merit Financial Group, LLC 550.02%0.05%0.06%Q3 2022Q3 20235
Vigilare Wealth Management 320.15%0.28%0.44%Q4 2019Q1 20225
LAKE STREET ADVISORS GROUP, LLC 320.04%0.05%0.05%Q2 2022Q3 20235
Selective Wealth Management, Inc. 550.01%0.02%0.02%Q2 2021Q2 20225
XML Financial, LLC 410.05%0.40%0.61%Q4 2019Q1 20215
McKinley Carter Wealth Services, Inc. 410.00%0.02%0.03%Q1 2018Q3 20215
Coulter & Justus Financial Services, LLC 551.26%3.02%6.51%Q3 2022Q3 20235
BESSEMER GROUP INC 210.00%0.00%0.00%Q3 2015Q4 20184
Clarus Wealth Advisors 440.02%0.02%0.03%Q2 2018Q1 20194
Meristem Family Wealth, LLC 440.04%0.05%0.07%Q2 2021Q1 20224
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.02%0.04%Q2 2018Q4 20214
Belvedere Trading LLC 220.00%0.00%0.00%Q4 2022Q1 20234
TWO SIGMA SECURITIES, LLC 110.01%0.10%0.36%Q3 2017Q1 20234
TOWER TRUST Co 442.65%2.90%3.16%Q2 2013Q1 20144
Strategic Wealth Partners, Ltd. 440.03%0.04%0.04%Q1 2018Q4 20184
Colonial Trust Co / SC 440.04%0.04%0.05%Q4 2022Q3 20234
FLAGSTAR ADVISORS INC 210.02%0.07%0.11%Q3 2021Q3 20234
Private Wealth Advisors, LLC 440.40%0.49%0.56%Q4 2020Q3 20214
HF Advisory Group, LLC 440.81%0.92%1.06%Q4 2022Q3 20234
New Hampshire Trust 440.10%0.11%0.13%Q4 2022Q3 20234
Tennessee Valley Asset Management Partners 440.15%0.21%0.30%Q4 2018Q3 20194
ADVISOR PARTNERS LLC 440.04%0.04%0.04%Q4 2017Q3 20184
Castle Rock Wealth Management, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.01%Q1 2018Q4 20184
KWMG, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Cassady Schiller Wealth Management, LLC 310.01%0.02%0.02%Q4 2021Q2 20234
Vestpro Financial Partners, Inc. dba CPF Texas 441.03%1.15%1.37%Q4 2017Q3 20184
NWAM LLC 310.02%0.08%0.11%Q2 2012Q3 20234
Independent Wealth Network Inc. 440.18%0.23%0.28%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.01%Q4 2020Q3 20214
KELLEHER FINANCIAL ADVISORS 220.39%0.43%0.51%Q4 2017Q4 20184
VIRIDIAN RIA, LLC 220.30%0.32%0.34%Q1 2021Q1 20224
KLR INVESTMENT ADVISORS, LLC 440.39%0.42%0.45%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
NATIXIS ADVISORS, L.P. 440.00%0.00%0.00%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 441.23%2.04%3.72%Q3 2019Q2 20204
U.S. Capital Wealth Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
EWG Elevate Inc. 110.03%0.62%1.34%Q4 2019Q4 20224
Running Point Capital Advisors, LLC 440.06%0.07%0.07%Q4 2020Q3 20214
Bell Investment Advisors, Inc 220.01%0.01%0.01%Q3 2021Q3 20224
Householder Group Estate & Retirement Specialist, LLC 210.01%0.07%0.23%Q2 2022Q3 20234
FINANCIAL MANAGEMENT NETWORK INC 440.48%0.56%0.66%Q4 2022Q3 20234
Pinnacle Bancorp, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.00%0.01%0.03%Q4 2018Q3 20194
PCG Wealth Advisors, LLC 440.68%0.92%1.09%Q4 2021Q3 20224
JD Financial Services Inc. 441.65%5.11%6.66%Q1 2021Q4 20214
Bridgewater Advisors Inc. 440.05%0.06%0.07%Q3 2021Q2 20224
Strategic Family Wealth Counselors, L.L.C. 440.25%0.26%0.26%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 310.24%0.35%0.40%Q1 2019Q1 20204
BRADY FAMILY WEALTH, LLC 440.25%0.26%0.27%Q4 2022Q3 20234
GSB Wealth Management, LLC 440.19%0.64%1.02%Q4 2022Q3 20234
HM PAYSON & CO 440.00%0.00%0.00%Q2 2019Q1 20204
Telos Capital Management, Inc. 440.18%0.20%0.22%Q1 2015Q4 20154
Source Financial Advisors LLC 440.10%0.10%0.11%Q4 2022Q3 20234
WEBSTER BANK, N. A. 440.00%0.00%0.00%Q4 2017Q3 20184
Worth Financial Advisory Group, LLC 440.19%0.23%0.29%Q4 2022Q3 20234
DENVER WEALTH MANAGEMENT, INC. 440.71%0.85%0.96%Q4 2022Q3 20234
INVESTORS TRUST INC 310.05%0.29%0.52%Q2 2013Q2 20144
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
TEXAS CAPITAL BANCSHARES INC/TX 441.00%1.10%1.21%Q1 2019Q4 20194
ICA Group Wealth Management, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
HC Financial Advisors, Inc. 210.54%0.56%0.58%Q4 2017Q3 20183
PFG Investments, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
PATTEN & PATTEN INC/TN 330.04%0.06%0.07%Q3 2013Q1 20143
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Independent Portfolio Consultants, Inc. 330.04%0.11%0.15%Q4 2014Q2 20153
Lido Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.01%Q4 2018Q2 20223
NewEdge Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
DAVIDSON & GARRARD INC 330.10%0.12%0.13%Q1 2017Q3 20173
STEPHENS INC /AR/ 330.13%0.14%0.14%Q2 2013Q4 20133
Full Sail Capital, LLC 330.05%0.06%0.06%Q2 2019Q4 20193
TWIN FOCUS CAPITAL PARTNERS, LLC 330.13%0.14%0.14%Q1 2018Q3 20183
Stratos Wealth Advisors, LLC 210.00%0.05%0.13%Q1 2020Q3 20233
Provident Wealth Management, LLC 210.00%0.87%1.37%Q4 2019Q3 20203
Vertex Planning Partners, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
ARS Investment Partners, LLC 330.08%0.14%0.24%Q2 2013Q4 20133
Vigilant Capital Management, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Gray Wealth Management Inc. 210.11%0.11%0.12%Q2 2021Q1 20223
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
BAROMETER CAPITAL MANAGEMENT INC. 210.11%0.19%0.27%Q2 2016Q4 20223
Merriman Wealth Management, LLC 211.82%1.94%2.01%Q3 2016Q2 20193
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Kavar Capital Partners, LLC 210.01%0.01%0.01%Q1 2018Q2 20193
Keystone Financial Planning, Inc. 330.20%0.20%0.21%Q4 2013Q2 20143
Strategic Capital Alternatives LLC 210.01%0.01%0.01%Q3 2014Q2 20153
MANAGED ACCOUNT ADVISORS LLC 210.00%0.00%0.00%Q1 2014Q2 20153
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
First Capital Advisors Group, LLC. 330.00%0.60%0.96%Q4 2022Q2 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Alpha Omega Wealth Management LLC 330.03%0.04%0.04%Q4 2021Q2 20223
CUMBERLAND ADVISORS INC 332.27%5.27%6.86%Q4 2014Q2 20153
BIP Wealth, LLC 330.23%0.27%0.34%Q1 2023Q3 20233
Perigon Wealth Management, LLC 330.00%0.00%0.00%Q3 2016Q1 20173
CreativeOne Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
Family Legacy, Inc. 330.04%0.04%0.04%Q2 2018Q4 20183
Essex Savings Bank 330.05%0.07%0.08%Q4 2018Q2 20193
True Wealth Design, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Geneva Advisors, LLC 330.00%0.00%0.01%Q4 2016Q2 20173
Acorn Wealth Advisors, LLC 330.09%0.09%0.10%Q4 2017Q2 20183
Sanford Advisory Services, LLC 330.36%1.09%1.51%Q2 2022Q4 20223
Laurel Wealth Advisors, Inc. 330.10%0.11%0.11%Q4 2015Q2 20163
Alaska Wealth Advisors 330.03%0.03%0.04%Q1 2019Q3 20193
Crewe Advisors LLC 330.00%0.00%0.01%Q3 2022Q1 20233
Jackson Wealth Management, LLC 330.49%0.53%0.57%Q3 2016Q1 20173
55I, LLC 330.01%0.02%0.03%Q1 2022Q3 20223
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2017Q1 20223
Norway Savings Bank 330.01%0.01%0.01%Q1 2017Q3 20173
Pathway Financial Advisors LLC 330.07%0.07%0.07%Q4 2017Q2 20183
USAdvisors Wealth Management, LLC 210.04%0.10%0.14%Q4 2019Q3 20203
Eagle Strategies LLC 210.09%0.51%0.76%Q2 2022Q1 20233
B. Riley Wealth Management, Inc. 110.01%0.06%0.15%Q2 2019Q3 20203
Gateway Wealth Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Mission Creek Capital Partners, Inc. 220.09%0.10%0.10%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 225.78%6.47%7.16%Q2 2023Q3 20232
Strategic Financial Concepts, LLC 220.07%0.09%0.11%Q2 2023Q3 20232
Almanack Investment Partners, LLC. 110.01%0.54%1.08%Q2 2020Q3 20222
FCG ADVISORS, LLC 110.13%0.22%0.30%Q4 2014Q2 20172
RiverTree Advisors, LLC 222.81%3.02%3.22%Q4 2022Q1 20232
Curi Wealth Management, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
American Trust 220.03%0.03%0.04%Q1 2022Q2 20222
Waverly Advisors, LLC 110.00%0.01%0.01%Q3 2013Q3 20152
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.02%0.04%Q2 2013Q3 20132
COMERICA BANK 110.00%0.00%0.01%Q1 2017Q3 20232
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2019Q4 20202
Anson Capital, Inc. 110.34%0.39%0.44%Q1 2023Q3 20232
Fortune Financial Advisors, LLC 220.21%0.22%0.23%Q2 2023Q3 20232
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q4 2017Q2 20182
Aprio Wealth Management, LLC 220.18%0.21%0.24%Q2 2020Q3 20202
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Consolidated Planning Corp 220.20%0.22%0.23%Q2 2023Q3 20232
Tranquility Partners, LLC 220.27%0.29%0.30%Q2 2019Q3 20192
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Dakota Wealth Management 220.04%0.04%0.04%Q3 2019Q4 20192
New Capital Management LP 220.01%0.01%0.01%Q1 2017Q2 20172
Premia Global Advisors, LLC 220.04%0.05%0.06%Q1 2018Q2 20182
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Rooted Wealth Advisors, Inc. 221.30%1.69%2.09%Q2 2023Q3 20232
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q1 2013Q2 20132
Boston Common Asset Management, LLC 110.04%0.04%0.04%Q2 2017Q1 20182
BARRETT & COMPANY, INC. 220.02%0.03%0.03%Q2 2023Q3 20232
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Diversified, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
Lindbrook Capital, LLC 110.01%0.01%0.01%Q4 2019Q2 20212
Berman Capital Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Argentus Capital Management, LLC 220.12%0.19%0.26%Q2 2016Q3 20162
Atlas Private Wealth Advisors 220.04%0.05%0.06%Q2 2023Q3 20232
SkyView Investment Advisors, LLC 220.31%0.37%0.43%Q4 2022Q1 20232
Blue Trust, Inc. 220.00%0.02%0.04%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Braun-Bostich & Associates Inc. 220.04%0.04%0.04%Q4 2017Q1 20182
Vivaldi Capital Management LP 220.00%1.07%2.14%Q2 2017Q3 20172
Stokes Capital Advisors, LLC 220.34%0.37%0.41%Q4 2017Q1 20182
Clear Creek Financial Management, LLC 110.98%1.27%1.56%Q2 2021Q2 20222
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Oak Point Wealth Management 221.29%1.52%1.75%Q4 2017Q1 20182
CLIENT 1ST ADVISORY GROUP, LLC 220.28%0.65%1.02%Q4 2019Q1 20202
CNB Bank 220.01%0.01%0.01%Q1 2023Q2 20232
BRR OpCo, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
First Allied Asset Management, Inc. 220.04%0.06%0.07%Q4 2013Q1 20142
Summit Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Signify Wealth 1110.10%10.17%10.24%Q4 2020Q2 20212
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Wharton Business Group, LLC 110.01%0.02%0.02%Q2 2015Q4 20152
Sloy Dahl & Holst, LLC 110.12%0.18%0.24%Q4 2019Q4 20202
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2013Q4 20152
Oxinas Partners Wealth Management LLC 220.15%0.16%0.17%Q2 2023Q3 20232
Greenwich Wealth Management LLC 220.04%0.06%0.08%Q3 2016Q4 20162
EXENCIAL WEALTH ADVISORS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Legacy Advisors, LLC 110.00%0.01%0.02%Q2 2017Q1 20182
BOYS ARNOLD & CO INC 220.03%0.03%0.03%Q3 2019Q4 20192
TUCKER ASSET MANAGEMENT LLC 110.00%0.01%0.01%Q3 2022Q3 20232
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Argent Advisors, Inc. 110.00%0.05%0.10%Q4 2019Q3 20232
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PREMIER ASSET MANAGEMENT LLC 110.07%0.07%0.08%Q4 2019Q3 20202
GUIDANCE CAPITAL, INC 220.14%0.14%0.14%Q2 2023Q3 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Virtue Capital Management, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
Trexquant Investment LP 220.03%0.05%0.07%Q1 2020Q2 20202
FIRST NATIONAL BANK SIOUX FALLS 220.01%0.01%0.01%Q2 2016Q3 20162
DUNCKER STREETT & CO INC 220.01%0.01%0.01%Q3 2015Q4 20152
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2020Q4 20222
Regal Investment Advisors LLC 110.02%0.03%0.03%Q2 2013Q4 20202
Golden State Equity Partners 220.10%0.11%0.12%Q2 2021Q3 20212
StrongBox Wealth, LLC 220.65%1.06%1.47%Q1 2020Q2 20202
Breakwater Capital Group 220.09%0.10%0.11%Q4 2022Q1 20232
Anchor Investment Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Advocacy Wealth Management Services, LLC 220.01%0.01%0.02%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Better Money Decisions, LLC 110.02%0.03%0.05%Q3 2021Q2 20222
Belpointe Asset Management LLC 220.00%0.01%0.02%Q4 2022Q1 20232
Hoover Financial Advisors, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
WCG Wealth Advisors LLC 220.02%0.03%0.04%Q2 2022Q3 20222
OLD MISSION CAPITAL LLC 220.02%0.09%0.17%Q1 2021Q2 20212
Gupta Wealth Management LLC 220.00%0.00%0.01%Q1 2015Q2 20152
Pointe Capital Management LLC 111.16%1.16%1.16%Q4 2016Q4 20161
KerberRose Wealth Management, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CONDOR CAPITAL MANAGEMENT 110.31%0.31%0.31%Q2 2013Q2 20131
Hilltop Holdings Inc. 110.26%0.26%0.26%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Systelligence, LLC 111.07%1.07%1.07%Q4 2019Q4 20191
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q2 2019Q2 20191
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
Garrett Wealth Advisory Group, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
One Charles Private Wealth Services, LLC 111.42%1.42%1.42%Q4 2019Q4 20191
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
True Link Financial Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
KICKSTAND VENTURES, LLC. 110.07%0.07%0.07%Q3 2023Q3 20231
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Investment Company, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Wealth Architects, LLC 110.07%0.07%0.07%Q4 2017Q4 20171
Blue Zone Wealth Advisors, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
Capstone Financial Group, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2016Q4 20161
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
PagnatoKarp Partners LLC 110.09%0.09%0.09%Q4 2016Q4 20161
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Fieldpoint Private Securities, LLC 111.01%1.01%1.01%Q2 2022Q2 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
True North Advisors, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Advisors Preferred, LLC 110.54%0.54%0.54%Q2 2014Q2 20141
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Visionary Wealth Advisors 110.04%0.04%0.04%Q4 2019Q4 20191
Mystic Asset Management, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Meridian Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Requisite Capital Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Meridian Wealth Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Biltmore Family Office, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Ahrens Investment Partners LLC 110.10%0.10%0.10%Q2 2017Q2 20171
Verition Fund Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
J Arnold Wealth Management Co 110.23%0.23%0.23%Q4 2019Q4 20191
CMC Financial Group 1110.64%10.64%10.64%Q4 2020Q4 20201
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Independent Advisor Alliance 111.13%1.13%1.13%Q1 2017Q1 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PACIFIC FINANCIAL GROUP INC 111.01%1.01%1.01%Q2 2014Q2 20141
NorthRock Partners, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vident Investment Advisory, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CXI Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
NEXT Financial Holdings 110.13%0.13%0.13%Q1 2019Q1 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q1 2023Q1 20231
Manchester Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HIGH POINT BANK & TRUST CO 110.03%0.03%0.03%Q4 2016Q4 20161
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Marcum Wealth, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Vista Private Wealth Partners. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
OPTIONS SOLUTIONS, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.21%0.21%0.21%Q4 2019Q4 20191
Global Trust Asset Management, LLC 110.13%0.13%0.13%Q3 2018Q3 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
SENTINEL PENSION ADVISORS INC 110.28%0.28%0.28%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Team Financial Group, LLC 113.55%3.55%3.55%Q3 2023Q3 20231
LexAurum Advisors, LLC 110.37%0.37%0.37%Q1 2019Q1 20191
Arlington Partners LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vident Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2017Q2 20171
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q4 2019Q4 20191
Retireful, LLC 119.06%9.06%9.06%Q1 2022Q1 20221
Ballew Advisors, Inc 110.03%0.03%0.03%Q1 2018Q1 20181
Inscription Capital, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
SADOFF INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First American Bank 110.01%0.01%0.01%Q4 2021Q4 20211
REFRAME WEALTH, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST NATIONAL BANK OF OMAHA 110.09%0.09%0.09%Q1 2014Q1 20141
Private Ocean, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Altus Wealth Group LLC 110.04%0.04%0.04%Q4 2020Q4 20201
PRW Wealth Management LLC 110.07%0.07%0.07%Q2 2021Q2 20211
CVA Family Office, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Claybrook Capital, LLC 110.88%0.88%0.88%Q4 2018Q4 20181
EPG Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WealthPLAN Partners, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q3 2019Q3 20191
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
WILLNER & HELLER, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
F3Logic, LLC 110.26%0.26%0.26%Q3 2020Q3 20201
XML SECURITIES, LLC 110.25%0.25%0.25%Q4 2017Q4 20171
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
CFO4Life Group, LLC 110.64%0.64%0.64%Q1 2017Q1 20171
BOSTON PRIVATE BANK & TRUST CO 110.01%0.01%0.01%Q1 2014Q1 20141
Sterling Global Strategies LLC 110.07%0.07%0.07%Q4 2018Q4 20181
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Farmers & Merchants Trust Co of Chambersburg PA 110.70%0.70%0.70%Q3 2023Q3 20231
External links

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