WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.00%0.01%Q2 2013Q2 202498
Capital Analysts, LLC 47470.08%0.27%0.46%Q4 2012Q2 202447
Creative Planning 45450.00%0.09%0.13%Q2 2013Q2 202446
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45450.12%0.30%0.58%Q2 2013Q2 202445
HENGEHOLD CAPITAL MANAGEMENT LLC 45450.04%1.25%6.83%Q2 2013Q2 202445
Aspen Investment Management Inc 45450.74%1.12%1.73%Q2 2013Q2 202445
LPL Financial LLC 45450.03%0.07%0.17%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.00%0.02%0.07%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.01%0.02%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.01%0.07%0.14%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.02%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.01%Q2 2013Q2 202445
Invesco Ltd. 45450.00%0.00%0.00%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.02%0.03%Q2 2013Q2 202445
SPINNAKER TRUST 45450.05%0.28%1.31%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.00%Q2 2013Q2 202445
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45450.10%0.18%0.34%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.00%Q2 2013Q2 202445
CITIGROUP INC 44440.00%0.00%0.00%Q2 2013Q1 202444
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3860.01%0.17%0.25%Q2 2013Q2 202444
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 44440.02%0.11%0.29%Q2 2013Q1 202444
FINANCIAL COUNSELORS INC 31130.04%0.10%0.16%Q2 2013Q2 202444
BEACON FINANCIAL GROUP 44440.35%0.74%1.29%Q3 2013Q2 202444
ASSETMARK, INC 44440.02%0.12%0.22%Q3 2013Q2 202444
Evanson Asset Management, LLC 43430.21%0.93%1.78%Q4 2013Q2 202443
Capital Advisors, Ltd. LLC 43430.00%0.02%0.07%Q4 2013Q2 202443
Janney Montgomery Scott LLC 32110.01%0.07%0.16%Q3 2013Q2 202443
MCF Advisors LLC 33100.01%0.02%0.07%Q3 2013Q2 202443
Private Advisor Group, LLC 43430.00%0.03%0.19%Q4 2013Q2 202443
OPTIMUM INVESTMENT ADVISORS 3670.07%0.36%0.80%Q3 2013Q2 202443
RAYMOND JAMES & ASSOCIATES 3660.00%0.01%0.03%Q2 2013Q2 202442
UBS Group AG 39390.00%0.02%0.04%Q4 2014Q2 202442
Rehmann Capital Advisory Group 2220.04%0.07%0.11%Q2 2013Q2 202442
STIFEL FINANCIAL CORP 42420.00%0.01%0.03%Q1 2014Q2 202442
MOLLER WEALTH PARTNERS 3660.06%0.29%0.74%Q2 2013Q2 202442
BOKF, NA 30120.01%0.02%0.02%Q4 2013Q2 202442
HUNTINGTON NATIONAL BANK 39390.01%0.12%0.19%Q4 2014Q2 202441
Destination Wealth Management 41410.02%0.34%0.57%Q2 2014Q2 202441
TRUST CO OF VERMONT 3110.00%0.02%0.08%Q4 2013Q2 202441
PNC FINANCIAL SERVICES GROUP, INC. 29110.00%0.00%0.00%Q2 2013Q2 202440
Opus Capital Group, LLC 30100.02%1.28%2.99%Q4 2013Q2 202440
Parsec Financial Management, Inc. 40400.07%0.73%1.35%Q2 2013Q1 202340
INSPIRION WEALTH ADVISORS, LLC 39390.22%1.07%2.13%Q4 2014Q2 202439
Brinker Capital Investments, LLC 39390.02%0.07%0.15%Q2 2013Q4 202239
Cetera Advisors LLC 1940.02%0.05%0.17%Q4 2013Q4 202339
Dakota Wealth Management 39390.01%0.39%1.01%Q4 2014Q2 202439
HighTower Advisors, LLC 25140.00%0.01%0.02%Q3 2014Q2 202439
Chicago Partners Investment Group LLC 39390.02%0.07%0.23%Q4 2014Q2 202439
Advisory Services Network, LLC 1610.01%0.02%0.09%Q4 2013Q2 202438
Raymond James Financial Services Advisors, Inc. 3710.02%0.06%0.14%Q2 2013Q2 202438
Sigma Planning Corp 3160.01%0.02%0.05%Q4 2014Q2 202437
Baird Financial Group, Inc. 37370.01%0.03%0.05%Q2 2015Q2 202437
SCOTIA CAPITAL INC. 37370.00%0.01%0.01%Q2 2013Q2 202237
EisnerAmper Wealth Management Corporate Benefits, LLC 37372.07%6.01%7.60%Q4 2014Q4 202337
PALLADIUM PARTNERS LLC 36360.15%1.06%1.81%Q2 2013Q1 202236
CAPE ANN SAVINGS BANK 1510.15%0.60%1.08%Q2 2014Q2 202436
VESTOR CAPITAL, LLC 1610.12%0.29%0.50%Q4 2014Q2 202436
VICUS CAPITAL 25110.04%0.30%1.72%Q4 2013Q2 202436
Cetera Advisor Networks LLC 2230.01%0.03%0.06%Q2 2013Q4 202336
Colorado Capital Management, Inc. 35350.11%0.27%0.41%Q4 2015Q2 202435
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.00%0.01%Q4 2013Q2 202435
JNBA Financial Advisors 2350.02%0.45%1.66%Q2 2015Q2 202435
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 3220.02%0.05%0.10%Q4 2013Q2 202434
IFP Advisors, Inc 20140.02%0.09%0.33%Q4 2015Q2 202434
Geneos Wealth Management Inc. 34340.01%0.03%0.07%Q1 2016Q2 202434
Valmark Advisers, Inc. 34340.01%0.05%0.10%Q1 2016Q2 202434
US BANCORP \DE\ 2820.00%0.00%0.00%Q4 2013Q2 202434
Clearwater Capital Advisors, LLC 33330.07%0.55%1.46%Q2 2016Q2 202433
BOK Financial Private Wealth, Inc. 33330.04%0.11%0.57%Q2 2016Q2 202433
EVERMAY WEALTH MANAGEMENT LLC 20130.01%0.14%0.65%Q4 2013Q2 202433
Montecito Bank & Trust 32320.07%0.21%1.29%Q3 2016Q2 202432
TCI Wealth Advisors, Inc. 31310.01%0.02%0.06%Q3 2015Q1 202331
StrategIQ Financial Group, LLC 31310.04%0.24%0.62%Q2 2016Q4 202331
RAYMOND JAMES TRUST N.A. 31310.01%0.02%0.04%Q4 2016Q2 202431
SignalPoint Asset Management, LLC 31310.12%0.21%0.52%Q2 2013Q4 202031
Glen Eagle Advisors, LLC 31310.70%0.95%1.32%Q4 2016Q2 202431
Global Retirement Partners, LLC 20100.00%0.03%0.10%Q4 2016Q2 202430
Steward Partners Investment Advisory, LLC 30300.01%0.02%0.08%Q1 2017Q2 202430
Pinnacle Wealth Management Advisory Group, LLC 30300.04%0.22%0.50%Q1 2017Q2 202430
Moisand Fitzgerald Tamayo, LLC 2820.02%0.04%0.06%Q4 2015Q2 202430
PINNACLE ASSOCIATES LTD 30300.01%0.02%0.04%Q1 2017Q2 202430
HALBERT HARGROVE GLOBAL ADVISORS, LLC 18120.04%0.09%0.17%Q3 2015Q2 202430
SYNOVUS FINANCIAL CORP 1730.00%0.01%0.03%Q2 2013Q2 202430
BLAIR WILLIAM & CO/IL 29290.00%0.00%0.00%Q2 2017Q2 202429
SVA Wealth Management, LLC 29290.20%1.15%2.58%Q4 2013Q4 202029
AlphaMark Advisors, LLC 29290.01%0.14%0.32%Q2 2017Q2 202429
MML INVESTORS SERVICES, LLC 29290.01%0.02%0.05%Q2 2017Q2 202429
Legacy Private Trust Co. 29290.02%0.15%0.58%Q1 2017Q1 202429
Mariner, LLC 1810.00%0.01%0.02%Q2 2015Q2 202429
Asset Dedication, LLC 29290.00%0.03%0.06%Q2 2017Q2 202429
OPPENHEIMER & CO INC 1830.01%0.01%0.04%Q4 2013Q2 202429
Intercontinental Wealth Advisors, LLC 29290.20%0.69%1.29%Q2 2016Q2 202329
WESBANCO BANK INC 15140.01%0.04%0.07%Q1 2017Q2 202429
Wealthcare Advisory Partners LLC 2810.08%0.19%0.34%Q2 2016Q2 202429
Pineno Levin & Ford Asset Management, Inc. 29290.13%0.19%0.24%Q4 2014Q4 202129
WADE G W & INC 2810.01%0.15%0.35%Q4 2014Q3 202329
RPG Investment Advisory, LLC 28280.53%1.00%1.71%Q4 2015Q3 202228
Janney Capital Management LLC 28280.12%0.17%0.37%Q4 2016Q3 202328
CAPTRUST FINANCIAL ADVISORS 28280.00%0.02%0.09%Q3 2017Q2 202428
NEXT Financial Group, Inc 1520.02%0.11%0.43%Q3 2014Q4 202128
M&T BANK CORP 1810.00%0.10%0.14%Q2 2014Q2 202428
COMMONWEALTH EQUITY SERVICES, LLC 27270.02%0.06%0.13%Q4 2017Q2 202427
Bison Wealth, LLC 16110.08%0.14%0.23%Q4 2014Q3 202127
PLIMOTH TRUST CO LLC 27270.08%0.35%0.97%Q4 2017Q2 202427
C M BIDWELL & ASSOCIATES LTD 27270.03%0.05%0.13%Q4 2017Q2 202427
First Allied Advisory Services, Inc. 2160.01%0.03%0.08%Q2 2013Q3 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.04%0.07%Q2 2013Q4 201927
HBK Sorce Advisory LLC 27270.04%0.22%0.51%Q4 2017Q2 202427
Curi RMB Capital, LLC 27270.09%0.14%0.24%Q4 2017Q2 202427
Highlander Capital Management, LLC 27270.01%0.01%0.01%Q2 2013Q4 201927
AdvisorNet Financial, Inc 27270.00%0.03%0.13%Q4 2017Q2 202427
NVWM, LLC 27270.00%0.04%0.29%Q4 2017Q2 202427
JANE STREET GROUP, LLC 620.00%0.01%0.08%Q1 2014Q2 202426
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.00%0.02%Q1 2018Q2 202426
Sunbelt Securities, Inc. 2510.06%0.37%1.24%Q4 2016Q2 202426
Clearstead Trust, LLC 1310.00%0.00%0.00%Q2 2017Q2 202426
Financial Planning & Information Services, Inc. 26260.25%0.75%1.22%Q1 2018Q2 202426
Stratos Wealth Partners, LTD. 2230.00%0.03%0.07%Q3 2017Q4 202325
CWM, LLC 1220.00%0.00%0.01%Q3 2015Q2 202425
Citadel Advisors 510.00%0.00%0.00%Q3 2014Q2 202425
COBIZ WEALTH, LLC 25250.53%0.98%1.54%Q2 2013Q2 201925
IHT Wealth Management, LLC 2140.01%0.13%0.42%Q2 2017Q2 202425
Pinnacle Bancorp, Inc. 2310.01%0.01%0.01%Q1 2017Q2 202424
Live Your Vision, LLC 24240.36%1.43%4.75%Q2 2013Q1 201924
BUCKINGHAM STRATEGIC WEALTH, LLC 1410.01%0.03%0.10%Q2 2016Q2 202424
Fiduciary Group, LLC 1020.02%0.05%0.15%Q2 2015Q2 202424
Freedom Investment Management, Inc. 2040.03%0.06%0.11%Q1 2013Q4 202024
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.01%Q3 2018Q2 202424
HANCOCK WHITNEY CORP 24240.01%0.02%0.03%Q3 2018Q2 202424
Oakworth Capital, Inc. 24240.02%0.07%0.12%Q4 2015Q3 202124
SIGNATUREFD, LLC 2310.00%0.00%0.01%Q1 2015Q2 202424
Tower Research Capital LLC (TRC) 1810.00%0.05%0.25%Q1 2014Q2 202424
OARSMAN CAPITAL, INC. 2220.09%0.20%0.28%Q2 2013Q4 201924
KEYBANK NATIONAL ASSOCIATION/OH 23230.02%0.06%0.09%Q4 2018Q2 202423
NBT BANK N A /NY 23230.07%0.15%0.48%Q4 2018Q2 202423
Eukles Asset Management 23230.00%0.00%0.01%Q4 2018Q2 202423
ENTERPRISE FINANCIAL SERVICES CORP 23230.00%0.01%0.01%Q4 2015Q2 202123
Whitnell & Co. 1490.00%0.43%0.88%Q2 2013Q4 201923
TFG Advisers LLC 23230.55%0.76%1.02%Q4 2018Q2 202423
GYL FINANCIAL SYNERGIES, LLC 23230.07%0.28%0.62%Q4 2018Q2 202423
Salomon & Ludwin, LLC 23230.24%1.05%2.41%Q4 2018Q2 202423
FIFTH THIRD BANCORP 1120.00%0.00%0.00%Q3 2016Q4 202323
Beacon Pointe Advisors, LLC 23230.01%0.15%0.58%Q4 2018Q2 202423
FinTrust Capital Advisors, LLC 23230.00%0.13%0.26%Q4 2018Q2 202423
Financial Architects, Inc 1850.02%0.03%0.05%Q2 2014Q2 202023
Patriot Financial Group Insurance Agency, LLC 23230.01%0.07%0.23%Q4 2016Q2 202223
Versant Capital Management, Inc 23230.02%0.02%0.03%Q4 2018Q2 202423
Simmons Bank 23230.02%0.20%0.39%Q1 2017Q3 202223
CENTRAL TRUST Co 1910.00%0.12%0.43%Q3 2015Q3 202322
Fragasso Financial Advisors Inc 22220.03%0.16%0.33%Q1 2016Q2 202122
GOLDMAN SACHS GROUP INC 2020.00%0.00%0.00%Q3 2014Q2 202422
Heritage Wealth Advisors 22220.00%0.01%0.02%Q1 2019Q2 202422
Starfire Investment Advisers, Inc. 11102.03%4.01%5.64%Q1 2015Q2 202021
MERCER GLOBAL ADVISORS INC /ADV 21210.01%0.04%0.09%Q2 2019Q2 202421
D.A. DAVIDSON & CO. 1380.00%0.01%0.02%Q4 2013Q4 201921
FineMark National Bank & Trust 21210.01%0.04%0.08%Q2 2013Q2 201821
Dorsey & Whitney Trust CO LLC 21210.03%0.05%0.09%Q1 2017Q1 202221
Private Ocean, LLC 1650.00%0.01%0.03%Q1 2019Q2 202421
WHALEROCK POINT PARTNERS, LLC 940.07%0.11%0.19%Q4 2013Q4 201921
BB&T SECURITIES, LLC 21210.00%0.01%0.02%Q3 2014Q3 201921
IFG Advisory, LLC 20200.04%0.06%0.10%Q3 2019Q2 202420
NewEdge Advisors, LLC 1110.00%0.05%0.14%Q2 2017Q2 202420
Buckingham Capital Management, Inc. 20200.04%0.26%0.71%Q3 2019Q2 202420
Independence Bank of Kentucky 20200.02%0.09%0.21%Q3 2019Q2 202420
American Portfolios Advisors 20200.02%0.05%0.12%Q4 2017Q3 202220
AVANTAX ADVISORY SERVICES, INC. 1910.01%0.03%0.05%Q2 2019Q2 202420
Connecticut Wealth Management, LLC 1370.05%0.42%2.01%Q2 2019Q2 202420
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1210.06%0.14%0.19%Q2 2015Q4 202020
RAND WEALTH, LLC 20200.12%0.23%0.34%Q4 2013Q3 201820
TSFG, LLC 20200.00%0.01%0.01%Q1 2019Q4 202320
WealthShield Partners, LLC 620.00%0.07%0.22%Q4 2017Q2 202420
OneDigital Investment Advisors LLC 19190.01%0.01%0.03%Q4 2019Q2 202419
J.P. Morgan Private Wealth Advisors LLC 1410.00%0.00%0.01%Q3 2018Q3 202319
Key FInancial Inc 19190.66%1.65%2.29%Q4 2019Q2 202419
VAUGHAN & Co SECURITIES, INC. 19191.60%8.29%14.79%Q4 2019Q2 202419
F&V Capital Management, LLC 1450.08%0.19%0.34%Q1 2015Q2 202419
Cranberry Lake Advisors LLC 19193.88%7.27%20.52%Q1 2014Q3 201819
First Command Financial Services, Inc. 19190.00%0.02%0.07%Q4 2017Q2 202219
PACIFIC SUN FINANCIAL CORP 620.19%0.26%0.38%Q1 2018Q2 202419
1834 INVESTMENT ADVISORS CO 19190.02%0.05%0.07%Q4 2017Q2 202219
John W. Brooker & Co., CPAs 19190.12%0.40%1.92%Q4 2019Q2 202419
First National Bank of South Miami 19190.05%0.12%0.28%Q4 2018Q2 202319
Alaska Permanent Capital Management 1810.02%0.10%0.14%Q2 2019Q1 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.04%0.07%0.10%Q4 2019Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TRUIST FINANCIAL CORP 1810.00%0.00%0.01%Q1 2014Q1 202419
EP Wealth Advisors, LLC 19190.00%0.01%0.02%Q4 2019Q2 202419
First Command Bank 19190.00%0.02%0.07%Q4 2017Q2 202219
B. Riley Wealth Advisors, Inc. 710.00%0.02%0.05%Q4 2013Q2 202419
Integrated Advisors Network LLC 19190.02%0.03%0.04%Q4 2019Q2 202419
Private Vista, LLC 19190.21%2.58%6.67%Q4 2015Q2 202019
FLAGSHIP HARBOR ADVISORS, LLC 1620.01%0.09%0.16%Q4 2016Q3 202118
Rockefeller Capital Management L.P. 18180.00%0.01%0.01%Q1 2020Q2 202418
Private Capital Group, LLC 18180.00%0.01%0.03%Q4 2017Q1 202218
Advisory Alpha, LLC 1210.00%0.12%0.27%Q4 2013Q1 202018
PERSONAL CFO SOLUTIONS, LLC 1260.00%0.08%0.15%Q3 2019Q2 202418
IAG Wealth Partners, LLC 18180.28%0.53%0.85%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.02%0.03%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.14%0.17%0.20%Q2 2013Q3 201718
Jacobus Wealth Management, Inc. 18180.84%1.66%2.38%Q2 2013Q3 201718
CADENCE BANK NA 810.07%0.10%0.14%Q2 2013Q1 202118
Cetera Investment Advisers 1440.01%0.03%0.05%Q3 2018Q1 202418
Gray Wealth Management Inc. 18180.10%0.14%0.22%Q1 2020Q2 202418
180 WEALTH ADVISORS, LLC 1620.12%0.36%0.45%Q4 2019Q2 202418
Fusion Family Wealth LLC 18180.00%0.03%0.18%Q4 2016Q1 202118
Winslow, Evans & Crocker, Inc. 1620.00%0.01%0.03%Q2 2014Q4 202018
PrairieView Partners, LLC 18180.00%0.01%0.01%Q1 2020Q2 202418
WHITTIER TRUST CO 1610.00%0.01%0.02%Q1 2018Q3 202217
MYCIO WEALTH PARTNERS, LLC 1430.00%0.00%0.01%Q2 2013Q4 201917
Stillwater Capital Advisors, LLC 17170.10%0.18%0.33%Q2 2013Q2 201717
HC Advisors, LLC 17172.18%2.89%5.25%Q2 2020Q2 202417
PARK AVENUE SECURITIES LLC 17170.01%0.01%0.02%Q2 2020Q2 202417
Parcion Private Wealth LLC 17170.37%0.42%0.50%Q2 2020Q2 202417
Alexandria Capital, LLC 17170.00%0.00%0.00%Q2 2013Q2 201717
NewSquare Capital LLC 17170.00%0.03%0.04%Q2 2020Q2 202417
Perigon Wealth Management, LLC 810.01%0.01%0.02%Q3 2011Q2 202317
Ausdal Financial Partners, Inc. 910.01%0.11%0.30%Q4 2015Q1 202217
VALLEY NATIONAL ADVISERS INC 980.00%0.01%0.04%Q4 2014Q3 202117
MARINO, STRAM & ASSOCIATES LLC 1250.15%0.20%0.28%Q1 2020Q2 202417
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1520.00%0.00%0.00%Q4 2019Q2 202417
WFG Advisors, LP 17170.00%0.01%0.04%Q2 2013Q2 201717
1st Global Advisors, Inc. 17170.06%0.09%0.12%Q2 2013Q2 201717
Sargent Bickham Lagudis LLC 17170.00%0.01%0.02%Q1 2016Q1 202017
Orion Portfolio Solutions, LLC 1070.01%0.02%0.06%Q4 2019Q2 202417
Private Portfolio Partners LLC 17170.84%1.41%4.92%Q2 2020Q2 202417
Concert Wealth Management Inc. 970.07%0.11%0.41%Q2 2013Q2 201716
Anchor Investment Management, LLC 16160.01%0.01%0.01%Q3 2017Q2 202116
Cardan Capital Partners, LLC 740.20%0.40%0.70%Q2 2016Q3 202116
Carroll Financial Associates, Inc. 16160.00%0.00%0.00%Q1 2018Q4 202116
Parallel Advisors, LLC 16160.00%0.00%0.01%Q2 2020Q1 202416
WEALTHSOURCE PARTNERS, LLC 16160.04%0.16%0.35%Q1 2016Q4 201916
Platform Technology Partners 1110.36%0.54%0.61%Q1 2020Q2 202416
HC FINANCIAL ADVISORS INC 1511.20%2.15%5.97%Q1 2018Q2 202216
Equitable Holdings, Inc. 1510.01%0.01%0.02%Q4 2019Q2 202416
LBMC INVESTMENT ADVISORS, LLC 16160.05%0.07%0.09%Q3 2014Q2 201816
J.W. COLE ADVISORS, INC. 1110.01%0.04%0.11%Q4 2019Q2 202416
BDO Wealth Advisors, LLC 1060.01%0.01%0.01%Q1 2018Q2 202316
Bank of New York Mellon Corp 1210.00%0.00%0.00%Q2 2013Q2 202416
WEBSTER BANK, N. A. 16160.01%0.01%0.02%Q3 2020Q2 202416
HL FINANCIAL SERVICES LLC 1150.01%0.02%0.03%Q1 2015Q1 201916
Harborview Advisors, LLC 16160.37%0.63%1.11%Q4 2017Q3 202116
Kestra Advisory Services, LLC 16160.06%0.10%0.27%Q3 2020Q2 202416
Wambolt & Associates, LLC 15150.09%0.30%0.38%Q4 2020Q2 202415
MSI Financial Services Inc 15150.04%0.07%0.10%Q2 2013Q4 201615
Johnson Financial Group, Inc. 1310.00%0.01%0.01%Q1 2015Q3 202315
BlackRock Finance, Inc. 15150.00%0.00%0.00%Q4 2015Q2 201915
MBM Wealth Consultants, LLC 15150.01%0.02%0.02%Q4 2018Q2 202215
Family Legacy, Inc. 1320.57%0.80%0.94%Q1 2017Q4 202015
Truepoint, Inc. 15150.06%0.11%0.16%Q2 2020Q4 202315
Old North State Trust, LLC 720.00%0.12%0.68%Q3 2018Q4 202215
Insight Advisors, LLC/ PA 15150.10%0.14%0.19%Q4 2020Q2 202415
Southland Equity Partners LLC 15150.08%0.14%0.25%Q4 2020Q2 202415
Principle Wealth Partners LLC 15150.04%0.06%0.08%Q4 2020Q2 202415
Larson Financial Group LLC 15150.00%0.02%0.07%Q4 2020Q2 202415
Advisor Group, Inc. 15150.03%0.04%0.06%Q2 2016Q4 201915
Harbour Capital Advisors, LLC 960.09%0.13%0.19%Q3 2014Q2 201815
Waterfront Wealth Inc. 15150.29%0.44%0.60%Q4 2020Q2 202415
WEST BANCORPORATION INC 1140.29%1.09%1.59%Q4 2019Q2 202415
Bristlecone Advisors, LLC 1310.02%0.07%0.10%Q1 2020Q2 202415
Sowell Financial Services LLC 810.00%0.04%0.24%Q4 2018Q3 202315
WealthPLAN Partners, LLC 1010.00%0.09%0.20%Q1 2015Q1 202015
Berger Financial Group, Inc 15150.02%0.06%0.36%Q4 2020Q2 202415
Capital Investment Advisory Services, LLC 770.00%0.02%0.05%Q1 2020Q2 202414
Piscataqua Savings Bank 14140.01%0.01%0.01%Q1 2021Q2 202414
Allworth Financial LP 1310.00%0.00%0.01%Q1 2019Q2 202414
JONES FINANCIAL COMPANIES LLLP 14140.00%0.00%0.01%Q1 2021Q2 202414
Madrona Financial Services, LLC 1130.08%0.14%0.23%Q2 2019Q1 202414
Wealthspire Advisors, L.P. 14140.01%0.01%0.01%Q4 2015Q1 201914
Ameritas Investment Partners, Inc. 1030.00%0.00%0.00%Q4 2016Q3 202013
Joseph P. Lucia & Associates, LLC 760.11%0.20%0.62%Q1 2019Q2 202213
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q1 2014Q1 202213
Spire Wealth Management 760.00%0.01%0.04%Q1 2021Q2 202413
PSI Advisors, LLC 1210.01%0.03%0.04%Q4 2019Q2 202413
DB Wealth Management Group, LLC 13130.06%0.85%1.78%Q4 2020Q4 202313
McNamara Financial Services, Inc. 13130.07%0.09%0.12%Q2 2021Q2 202413
EPG Wealth Management LLC 820.00%0.00%0.00%Q4 2019Q2 202413
WINTRUST INVESTMENTS LLC 850.02%0.03%0.05%Q1 2021Q2 202413
WEALTHCARE CAPITAL MANAGEMENT LLC 1110.00%0.00%0.01%Q1 2015Q1 202113
Wealthstreet Investment Advisors, LLC 760.05%0.08%0.13%Q4 2017Q1 202113
Csenge Advisory Group 13130.02%0.06%0.12%Q2 2021Q2 202413
Accredited Investors Inc. 13130.02%0.04%0.06%Q1 2021Q1 202413
HARBOUR INVESTMENTS, INC. 940.00%0.01%0.01%Q1 2021Q2 202413
Investors Capital Advisory Services 12120.04%0.11%0.19%Q3 2013Q2 201612
Gladstone Institutional Advisory LLC 12120.10%0.19%0.25%Q3 2021Q2 202412
Certified Advisory Corp 1110.02%0.14%0.27%Q4 2017Q1 202112
Verdence Capital Advisors LLC 12120.03%0.03%0.04%Q3 2021Q2 202412
OLD NATIONAL BANCORP /IN/ 12120.02%0.04%0.06%Q2 2014Q1 201712
Financial Gravity Asset Management, Inc. 810.00%0.01%0.02%Q1 2020Q4 202312
Snowden Capital Advisors LLC 1020.01%0.02%0.03%Q1 2021Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
CAHILL FINANCIAL ADVISORS INC 12120.20%0.23%0.29%Q3 2021Q2 202412
BCS Wealth Management 661.33%1.62%2.60%Q4 2019Q4 202212
Cutler Group LLC / CA 770.00%0.00%0.00%Q4 2015Q2 201712
Harvest Investment Services, LLC 12120.19%0.47%0.90%Q4 2018Q3 202112
VSR Financial Services, Inc. 12120.13%0.17%0.24%Q2 2013Q1 201612
GLENMEDE TRUST CO NA 750.00%0.00%0.00%Q3 2016Q2 202312
RAY GERALD L & ASSOCIATES LTD 12120.04%0.08%0.14%Q4 2014Q3 201712
RELIANCE TRUST CO OF DELAWARE 11110.05%0.06%0.07%Q3 2016Q1 201911
Neuberger Berman Group LLC 740.00%0.00%0.00%Q3 2020Q2 202411
COLONY GROUP LLC 11110.00%0.02%0.06%Q2 2013Q4 201511
Melone Private Wealth, LLC 11112.56%2.84%3.16%Q4 2021Q2 202411
Ascent Group, LLC 11110.17%0.31%0.55%Q4 2021Q2 202411
FLOW TRADERS U.S. LLC 610.00%0.08%0.30%Q4 2016Q2 202411
FIRST NATIONAL TRUST CO 11110.01%0.03%0.08%Q4 2021Q2 202411
MANUFACTURERS LIFE INSURANCE COMPANY, THE 830.00%0.00%0.00%Q1 2015Q2 201811
Sterling Investment Counsel, LLC 11110.13%0.23%0.42%Q4 2021Q2 202411
FINANCIAL ADVISORY PARTNERS, LLC 11110.49%0.72%0.88%Q4 2021Q2 202411
SouthState Corp 11110.00%0.00%0.04%Q4 2021Q2 202411
Veritable, L.P. 1010.01%0.01%0.02%Q1 2013Q4 201511
StoneX Group Inc. 11110.10%0.32%0.42%Q4 2017Q2 202011
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 202011
Viewpoint Capital Management LLC 11110.05%0.07%0.08%Q4 2021Q2 202411
SC&H Financial Advisors, Inc. 11110.35%0.69%1.19%Q4 2021Q2 202411
MGO ONE SEVEN LLC 410.02%0.04%0.09%Q4 2017Q3 202311
Apollon Wealth Management, LLC 11110.05%0.11%0.14%Q4 2021Q2 202411
CAPITAL WEALTH MANAGEMENT, LLC 11112.06%2.97%3.37%Q4 2017Q2 202011
LifePlan Financial Group, Inc 11110.01%0.02%0.03%Q1 2018Q3 202011
Asset Planning Services, Ltd. 11110.05%0.06%0.08%Q1 2017Q3 201911
Powers Advisory Group, LLC 11110.82%0.89%0.96%Q4 2021Q2 202411
Titus Wealth Management 510.14%0.23%0.40%Q4 2017Q2 202211
SUNTRUST BANKS INC 610.00%0.00%0.01%Q2 2013Q4 201711
Ten Capital Wealth Advisors, LLC 11110.37%0.91%1.44%Q4 2020Q2 202311
Collaborative Wealth Managment Inc. 910.20%0.33%0.42%Q1 2021Q2 202411
FUKOKU MUTUAL LIFE INSURANCE Co 920.19%0.79%1.15%Q2 2017Q3 202011
Del-Sette Capital Management, LLC 11113.37%6.69%12.53%Q4 2021Q2 202411
Brightworth 11110.08%0.46%0.69%Q1 2020Q3 202211
BROWN ADVISORY INC 710.00%0.00%0.00%Q3 2016Q2 202411
Round Rock Advisors, LLC 11110.15%0.34%0.46%Q4 2021Q2 202411
Missouri Trust & Investment Co 11110.01%0.02%0.04%Q4 2021Q2 202411
CENTAURUS FINANCIAL, INC. 740.02%0.06%0.10%Q4 2017Q3 202111
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Bank of New Hampshire 10100.03%0.03%0.04%Q1 2022Q2 202410
Financial Advocates Investment Management 710.02%0.05%0.09%Q4 2017Q4 202210
ALPINE WOODS CAPITAL INVESTORS, LLC 10100.03%0.09%0.21%Q4 2018Q1 202110
Jackson Hole Capital Partners, LLC 640.01%0.01%0.02%Q1 2019Q1 202210
Lake Point Wealth Management 520.00%0.01%0.11%Q4 2018Q2 202210
Aspire Private Capital, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
Atria Investments, Inc 910.00%0.01%0.04%Q4 2017Q2 202410
Miracle Mile Advisors, LLC 640.02%0.19%0.67%Q4 2014Q2 202410
Dynamic Advisor Solutions LLC 730.03%0.10%0.21%Q2 2018Q2 202410
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.00%0.00%Q1 2022Q2 202410
INVESTMENT CENTERS OF AMERICA INC 10100.03%0.09%0.17%Q2 2015Q3 201710
HAZLETT, BURT & WATSON, INC. 10100.02%0.03%0.04%Q1 2022Q2 202410
JFS WEALTH ADVISORS, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
VANCE WEALTH, INC. 730.10%0.15%0.31%Q4 2021Q2 202410
Atria Wealth Solutions, Inc. 10100.01%0.01%0.02%Q1 2022Q2 202410
BARTLETT & CO. WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Adams Chetwood Wealth Management LLC 10100.22%0.26%0.32%Q4 2019Q1 202210
BBVA USA Bancshares, Inc. 10100.01%0.82%1.10%Q2 2013Q3 201510
Cornerstone Wealth Management, LLC 910.04%0.09%0.14%Q3 2016Q1 201910
Arkos Global Advisors 10100.07%0.15%0.39%Q1 2022Q2 202410
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2013Q4 20239
Avantax Planning Partners, Inc. 610.01%0.03%0.06%Q4 2016Q2 20219
LEVEL FOUR ADVISORY SERVICES, LLC 990.02%0.19%0.60%Q4 2016Q4 20189
Valentine Capital Asset Management, Inc. 991.12%1.47%2.13%Q4 2013Q4 20159
AVIANCE CAPITAL MANAGEMENT, LLC 420.00%0.02%0.09%Q3 2013Q4 20189
First City Capital Management, Inc. 990.02%0.02%0.02%Q1 2014Q1 20169
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.01%0.01%0.02%Q4 2018Q4 20209
Ranch Capital Advisors Inc. 990.00%0.02%0.11%Q3 2019Q3 20219
Great Diamond Partners, LLC 990.26%0.30%0.33%Q1 2021Q1 20239
Cerity Partners LLC 990.01%0.02%0.03%Q2 2022Q2 20249
MADISON INVESTMENT HOLDINGS INC 990.01%0.01%0.01%Q2 2013Q2 20159
Bickling Financial Services, Inc. 990.24%0.29%0.32%Q4 2020Q4 20229
CHEMICAL BANK 990.05%0.08%0.12%Q2 2017Q2 20199
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 990.01%0.01%0.02%Q1 2018Q1 20209
PRIVATE TRUST CO NA 990.01%0.01%0.03%Q2 2022Q2 20249
Sonora Investment Management, LLC 520.00%0.01%0.01%Q4 2015Q3 20219
Alhambra Investment Management LLC 990.87%1.16%1.27%Q1 2022Q1 20249
Seneca House Advisors 993.23%3.59%4.10%Q4 2017Q4 20199
Ashton Thomas Private Wealth, LLC 810.00%0.12%0.43%Q4 2019Q2 20249
STOCK YARDS BANK & TRUST CO 990.08%0.10%0.13%Q2 2022Q2 20249
JT Stratford LLC 990.07%0.16%0.23%Q2 2022Q2 20249
F3Logic, LLC 880.06%0.08%0.10%Q1 2021Q4 20228
AJ WEALTH STRATEGIES, LLC 620.04%0.50%1.79%Q4 2016Q1 20198
Western Wealth Management, LLC 610.01%0.05%0.08%Q4 2018Q3 20228
Guidant Wealth Advisors 440.28%0.53%1.08%Q3 2016Q3 20198
Canal Capital Management, LLC 880.21%0.26%0.37%Q1 2017Q4 20188
Cordasco Financial Network 710.00%0.01%0.01%Q3 2018Q2 20228
CAPITAL ONE, NATIONAL ASSOCIATION 710.02%0.05%0.20%Q4 2016Q4 20198
FOUNDERS FINANCIAL SECURITIES LLC 880.04%0.05%0.06%Q3 2022Q2 20248
TMD & ASSOCIATES, INC 883.55%4.39%6.39%Q4 2015Q3 20178
Ellis Investment Partners, LLC 710.00%0.01%0.01%Q3 2020Q3 20228
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 20238
First Horizon Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Arden Trust Co 880.04%0.05%0.06%Q2 2019Q1 20218
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q3 2022Q2 20248
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q3 2022Q2 20248
CIBC Private Wealth Group LLC 530.00%0.00%0.00%Q4 2017Q2 20248
New England Investment & Retirement Group, Inc. 440.72%1.66%2.76%Q3 2013Q4 20198
Community Bank, N.A. 880.00%0.00%0.01%Q2 2019Q1 20218
Transform Wealth, LLC 880.05%0.14%0.32%Q2 2016Q1 20188
Regal Investment Advisors LLC 530.02%0.12%0.28%Q3 2014Q2 20228
Diversified, LLC 880.04%0.08%0.12%Q3 2022Q2 20248
BENJAMIN EDWARDS INC 880.02%0.02%0.02%Q1 2022Q4 20238
AE Wealth Management LLC 410.00%0.03%0.10%Q3 2019Q2 20238
CULLEN/FROST BANKERS, INC. 710.00%0.00%0.00%Q3 2019Q1 20248
NATIONAL PLANNING CORP 510.02%0.02%0.02%Q2 2014Q2 20178
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.04%0.06%Q2 2013Q1 20158
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q4 2017Q4 20207
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Advocacy Wealth Management Services, LLC 610.03%0.04%0.06%Q4 2015Q3 20177
Corient Private Wealth LLC 770.02%0.02%0.03%Q4 2022Q2 20247
PETRA FINANCIAL ADVISORS INC 770.57%0.68%0.83%Q4 2022Q2 20247
Kades & Cheifetz LLC 772.10%2.44%2.63%Q4 2022Q2 20247
Ahrens Investment Partners LLC 310.01%0.05%0.12%Q4 2016Q1 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.06%0.12%Q4 2020Q4 20227
XML Financial, LLC 430.03%0.22%0.51%Q4 2019Q4 20217
Vantage Investment Advisors, LLC 520.00%0.01%0.02%Q4 2013Q1 20167
TCF National Bank 770.12%0.13%0.15%Q3 2019Q1 20217
CIBC WORLD MARKET INC. 410.01%0.01%0.01%Q1 2016Q3 20187
Intellectus Partners, LLC 610.01%0.01%0.01%Q2 2017Q1 20197
FFG RETIREMENT ADVISORS LLC 770.75%1.39%2.21%Q4 2022Q2 20247
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Colonial Trust Co / SC 770.02%0.04%0.04%Q4 2022Q2 20247
Baystate Wealth Management LLC 520.00%0.05%0.07%Q4 2019Q4 20237
SEI INVESTMENTS CO 510.00%0.00%0.00%Q2 2016Q2 20187
HHG & Company, LLC 770.06%0.08%0.09%Q2 2013Q4 20147
Smart Money Group LLC 770.13%2.40%7.21%Q2 2018Q4 20197
WISCONSIN CAPITAL MANAGEMENT LLC 770.39%0.41%0.42%Q2 2013Q4 20147
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.00%0.00%Q4 2022Q2 20247
Global Financial Private Capital, Inc 770.06%0.07%0.09%Q3 2017Q1 20197
Integrated Wealth Concepts LLC 520.00%0.01%0.01%Q3 2021Q4 20237
SMITH, MOORE & CO. 770.06%0.08%0.09%Q4 2022Q2 20247
Sebold Capital Management, Inc. 770.16%0.28%0.34%Q4 2022Q2 20247
Vigilant Capital Management, LLC 520.01%0.01%0.01%Q1 2018Q4 20227
BRADY FAMILY WEALTH, LLC 770.10%0.11%0.12%Q4 2022Q2 20247
Sharper & Granite LLC 770.34%0.56%0.80%Q4 2022Q2 20247
SMITHBRIDGE ASSET MANAGEMENT INC/DE 770.37%1.78%2.15%Q2 2017Q4 20187
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q4 2019Q1 20237
New Hampshire Trust 770.09%0.10%0.11%Q4 2022Q2 20247
America First Investment Advisors, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
EXENCIAL WEALTH ADVISORS, LLC 520.01%0.02%0.03%Q4 2021Q2 20247
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2018Q2 20227
Jacobi Capital Management LLC 770.01%0.01%0.01%Q2 2018Q4 20197
Ancora Advisors LLC 510.00%0.00%0.01%Q4 2016Q4 20207
Quadrant Private Wealth Management, LLC 520.10%0.13%0.19%Q3 2019Q4 20217
Vestmark Advisory Solutions, Inc. 320.01%0.03%0.05%Q1 2019Q1 20227
UBS AG 660.02%0.03%0.04%Q2 2013Q3 20146
Financial Sense Advisors, Inc. 660.11%0.27%0.46%Q1 2014Q2 20156
GPS Wealth Strategies Group, LLC 660.02%0.02%0.03%Q1 2023Q2 20246
LINCOLN NATIONAL CORP 660.01%0.01%0.02%Q1 2017Q2 20186
Gallagher Fiduciary Advisors, LLC 660.01%0.03%0.07%Q1 2023Q2 20246
BARCLAYS PLC 310.00%0.00%0.00%Q1 2018Q3 20216
YorkBridge Wealth Partners, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
Realta Investment Advisors 420.00%0.00%0.00%Q1 2019Q4 20226
PFG Investments, LLC 660.02%0.04%0.06%Q1 2023Q2 20246
JOHNSON INVESTMENT COUNSEL INC 410.00%0.01%0.01%Q2 2016Q1 20206
UNIONVIEW, LLC 660.46%0.48%0.51%Q4 2021Q1 20236
SG Americas Securities, LLC 310.00%0.01%0.01%Q3 2014Q1 20176
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q4 2018Q1 20206
CAPITAL ADVISORS INC/OK 660.11%0.32%0.44%Q4 2016Q1 20186
Clark Capital Management Group, Inc. 660.03%0.59%0.78%Q2 2013Q3 20146
Good Life Advisors, LLC 660.07%0.09%0.12%Q4 2016Q1 20186
HB Wealth Management, LLC 660.01%0.01%0.01%Q3 2022Q4 20236
ICA Group Wealth Management, LLC 330.01%0.02%0.02%Q4 2022Q2 20246
BIP Wealth, LLC 660.51%0.59%0.78%Q1 2023Q2 20246
Bangor Savings Bank 660.07%0.08%0.09%Q4 2013Q1 20156
Truvestments Capital LLC 421.24%1.67%2.02%Q2 2018Q4 20196
BerganKDV Wealth Management, LLC 510.00%0.01%0.02%Q2 2018Q1 20206
Better Money Decisions, LLC 510.11%0.16%0.21%Q2 2021Q4 20226
Householder Group Estate & Retirement Specialist, LLC 410.03%0.04%0.05%Q3 2022Q2 20246
FIDUCIARY SERVICES CORP/GA 660.13%0.15%0.16%Q4 2013Q1 20156
TIAA, FSB 660.00%0.00%0.00%Q4 2017Q1 20196
Crewe Advisors LLC 660.00%0.00%0.01%Q3 2022Q4 20236
Circle Wealth Management, LLC 660.04%0.06%0.08%Q3 2018Q4 20196
Cornerstone Planning Group LLC 510.01%0.07%0.16%Q4 2022Q2 20246
H&H Retirement Design & Management INC 662.83%3.00%3.10%Q1 2023Q2 20246
Ally Invest Advisors Inc. 660.03%0.04%0.04%Q1 2023Q2 20246
MATHER GROUP, LLC. 660.01%0.01%0.02%Q1 2023Q2 20246
Freedman Financial Associates, Inc. 660.81%0.87%0.95%Q4 2020Q1 20226
Atlas Private Wealth Advisors 660.04%0.04%0.04%Q2 2020Q3 20216
Strategic Blueprint, LLC 660.03%0.05%0.08%Q1 2021Q2 20226
Cornerstone Management, Inc. 660.01%0.01%0.02%Q4 2021Q1 20236
Capital Directions Investment Advisors, LLC 420.02%0.03%0.03%Q2 2021Q4 20226
Rudd International, Inc. 550.14%0.15%0.16%Q4 2018Q4 20195
Gradient Investments LLC 320.00%0.00%0.00%Q1 2017Q1 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Register Financial Advisors LLC 410.01%0.01%0.01%Q4 2022Q1 20245
INVENIO WEALTH PARTNERS LLC 550.52%1.50%3.20%Q2 2023Q2 20245
NORTHSTAR WEALTH PARTNERS LLC 410.17%0.84%1.07%Q1 2017Q3 20205
COMERICA BANK 410.00%0.00%0.01%Q3 2013Q2 20245
Modera Wealth Management, LLC 550.03%0.03%0.03%Q2 2023Q2 20245
Fieldpoint Private Securities, LLC 550.00%0.10%0.49%Q2 2021Q2 20225
Coppell Advisory Solutions LLC 310.00%0.00%0.00%Q4 2022Q2 20245
Ameritas Investment Company, LLC 310.00%0.04%0.15%Q4 2018Q1 20215
Resurgent Financial Advisors LLC 550.04%0.05%0.05%Q4 2022Q4 20235
Sowa Financial Group, Inc. 550.08%0.11%0.23%Q4 2019Q4 20205
Gemmer Asset Management LLC 410.00%0.17%0.43%Q1 2017Q1 20195
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Monterey Private Wealth, Inc. 550.48%0.71%1.14%Q4 2019Q4 20205
TWO SIGMA INVESTMENTS, LP 550.00%0.00%0.00%Q2 2023Q2 20245
Aspire Wealth Management Corp 550.00%0.03%0.04%Q4 2021Q4 20225
Hilltop Partners LLC 550.12%0.13%0.14%Q2 2023Q2 20245
BESSEMER GROUP INC 550.00%0.00%0.00%Q3 2021Q3 20225
Fernwood Investment Management, LLC 210.02%0.10%0.12%Q2 2018Q1 20245
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2020Q3 20215
Northwest Bancshares, Inc. 550.06%0.08%0.10%Q2 2020Q2 20215
Formidable Asset Management, LLC 310.63%1.10%1.60%Q4 2017Q2 20195
Pasadena Private Wealth, LLC 551.28%1.72%2.00%Q4 2020Q4 20215
Traynor Capital Management, Inc. 320.07%0.08%0.09%Q1 2018Q2 20195
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.01%0.01%0.02%Q2 2023Q2 20245
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q2 20175
TFC Financial Management, Inc. 550.02%0.02%0.02%Q3 2020Q3 20215
One Capital Management, LLC 550.01%0.02%0.03%Q1 2022Q1 20235
FOUNDERS BANK & TRUST 550.01%0.01%0.02%Q2 2013Q2 20145
DAVENPORT & Co LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Cherry Tree Wealth Management, LLC 550.08%0.12%0.15%Q2 2023Q2 20245
Keystone Financial Planning, Inc. 550.33%0.72%2.15%Q4 2013Q4 20145
Argentus Capital Management, LLC 550.00%0.02%0.08%Q3 2015Q3 20165
Beacon Pointe Wealth Advisors, LLC 550.20%0.27%0.39%Q4 2018Q4 20195
Essex Financial Services, Inc. 550.01%0.02%0.03%Q1 2022Q1 20235
Focus Financial Network, Inc. 320.02%0.04%0.06%Q1 2023Q2 20245
CVA Family Office, LLC 410.01%0.14%0.41%Q4 2019Q3 20215
Avior Wealth Management, LLC 550.00%0.00%0.01%Q1 2023Q1 20245
Placemark Investments, Inc. 550.05%0.10%0.16%Q4 2013Q4 20145
Evercore Wealth Management, LLC 410.00%0.00%0.01%Q2 2015Q4 20175
Gupta Wealth Management LLC 551.39%1.73%2.39%Q1 2015Q1 20165
Nalls Sherbakoff Group, LLC 410.00%0.03%0.12%Q4 2018Q4 20235
Intrua Financial, LLC 550.04%0.04%0.05%Q1 2021Q1 20225
NORTHWEST WEALTH MANAGEMENT, LLC 440.06%0.07%0.07%Q1 2018Q4 20184
Apexium Financial, LP 220.02%0.41%0.82%Q4 2019Q4 20224
CNB Bank 210.00%0.00%0.01%Q2 2020Q2 20234
Private Wealth Advisors, LLC 440.40%0.48%0.55%Q4 2020Q3 20214
Fluent Financial, LLC 441.19%1.99%2.78%Q4 2017Q3 20184
Evensky & Katz LLC 440.00%0.00%0.00%Q1 2019Q4 20194
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Sandy Spring Bank 310.00%0.00%0.01%Q1 2015Q4 20214
SIENA CAPITAL LLC 440.12%0.13%0.14%Q4 2021Q3 20224
Endurance Wealth Management, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
Red Cedar Capital, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
NBC SECURITIES, INC. 440.01%0.01%0.01%Q3 2023Q2 20244
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
Bell Investment Advisors, Inc 220.01%0.01%0.01%Q3 2021Q3 20224
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q1 2018Q4 20184
Rockingstone Advisors LLC 310.11%0.12%0.13%Q2 2023Q2 20244
Clarus Wealth Advisors 440.01%0.02%0.04%Q2 2018Q1 20194
Mirador Capital Partners LP 220.06%0.11%0.21%Q2 2019Q2 20234
INVESTORS TRUST INC 310.18%0.39%0.53%Q2 2013Q2 20144
Horrell Capital Management, Inc. 440.05%0.05%0.05%Q2 2013Q1 20144
Rockbridge Investment Management, LCC 310.02%0.03%0.04%Q4 2021Q4 20234
Meristem Family Wealth, LLC 440.04%0.05%0.06%Q2 2021Q1 20224
Proficio Capital Partners LLC 440.01%0.01%0.02%Q3 2017Q2 20184
Founders Financial Alliance, LLC 210.00%0.01%0.02%Q3 2020Q1 20244
Keudell/Morrison Wealth Management 441.78%1.90%2.03%Q1 2019Q4 20194
GIRARD SECURITIES, INC. 440.20%0.30%0.35%Q4 2016Q3 20174
PIN OAK INVESTMENT ADVISORS INC 440.03%0.06%0.08%Q2 2019Q1 20204
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Cedar Brook Financial Partners, LLC 210.04%0.05%0.07%Q1 2021Q1 20244
NORTHERN TRUST CORP 440.00%0.00%0.00%Q4 2017Q3 20184
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.01%0.01%0.02%Q3 2023Q2 20244
Advisors Preferred, LLC 220.39%1.48%2.99%Q4 2013Q3 20164
Austin Private Wealth, LLC 440.15%0.30%0.40%Q4 2019Q3 20204
THOROUGHBRED FINANCIAL SERVICES, LLC 310.07%0.09%0.11%Q1 2019Q1 20204
Stanford Investment Group, Inc. 440.04%0.04%0.04%Q1 2016Q4 20164
Arkadios Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
Patten Group, Inc. 310.00%0.00%0.00%Q4 2014Q4 20154
Strategic Wealth Partners, Ltd. 440.03%0.04%0.04%Q1 2018Q4 20184
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q4 2017Q2 20224
Plante Moran Financial Advisors, LLC 440.01%0.02%0.03%Q3 2016Q2 20174
PATHSTONE FAMILY OFFICE, LLC 220.06%0.07%0.08%Q1 2017Q2 20194
KARLINSKI ANDREW C 440.01%0.01%0.02%Q4 2021Q3 20224
Savant Capital, LLC 310.00%0.00%0.01%Q4 2022Q2 20244
CPWM, LLC 440.06%0.07%0.07%Q1 2019Q4 20194
VisionPoint Advisory Group, LLC 310.00%0.00%0.00%Q2 2023Q2 20244
FundX Investment Group, LLC 440.96%3.78%6.32%Q2 2016Q1 20174
United Community Bank 440.01%0.02%0.03%Q3 2023Q2 20244
Ifrah Financial Services, Inc. 440.15%0.15%0.16%Q2 2016Q1 20174
Running Point Capital Advisors, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
TOWER TRUST Co 440.42%0.54%0.71%Q2 2013Q1 20144
QUADRANT CAPITAL GROUP LLC 310.00%0.01%0.03%Q4 2019Q1 20244
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q2 2021Q1 20224
Capstone Financial Group, Inc. 440.33%0.86%1.10%Q4 2019Q3 20204
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q1 2013Q1 20154
CoreCap Advisors, LLC 210.00%0.01%0.01%Q2 2022Q2 20244
M Holdings Securities, Inc. 210.05%0.12%0.26%Q4 2016Q1 20204
Destiny Wealth Partners, LLC 220.00%0.00%0.01%Q4 2020Q4 20214
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q1 2020Q3 20203
Farther Finance Advisors, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Marion Wealth Management 330.12%0.14%0.16%Q4 2021Q2 20223
Investment Partners Asset Management, Inc. 330.48%0.52%0.56%Q4 2023Q2 20243
Essex Savings Bank 330.06%0.06%0.06%Q4 2018Q2 20193
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
ADAMSBROWN WEALTH CONSULTANTS LLC 330.17%0.32%0.45%Q4 2021Q2 20223
Clear Point Advisors Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
Novak Financial Planning, LLC 330.13%0.16%0.19%Q4 2020Q2 20213
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2023Q1 20243
Northwest Financial Advisors 330.02%0.02%0.02%Q4 2023Q2 20243
AlphaCore Capital LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q4 20193
Frazier Financial Advisors, LLC 333.05%3.29%3.47%Q4 2023Q2 20243
Prospera Financial Services Inc 210.00%0.02%0.06%Q2 2022Q1 20243
Carnick & Kubik, LLC 330.12%0.21%0.26%Q3 2015Q1 20163
New Insight Wealth Advisors 330.13%0.14%0.16%Q4 2023Q2 20243
Fairman Group, LLC 330.05%0.05%0.05%Q4 2023Q2 20243
Anson Capital, Inc. 330.21%0.28%0.33%Q4 2023Q2 20243
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2016Q3 20183
Legacy Advisors, LLC 210.00%0.01%0.02%Q2 2017Q2 20183
TWO SIGMA SECURITIES, LLC 110.01%0.14%0.41%Q3 2017Q3 20213
DAVIDSON & GARRARD INC 330.08%0.09%0.10%Q1 2017Q3 20173
Capital Investment Counsel, LLC 330.10%1.31%2.06%Q4 2023Q2 20243
Main Street Group, LTD 330.02%0.02%0.02%Q4 2023Q2 20243
LAKE STREET PRIVATE WEALTH, LLC 330.04%0.06%0.07%Q4 2021Q2 20223
Alpha Omega Wealth Management LLC 210.01%0.01%0.01%Q1 2017Q2 20193
HC Financial Advisors, Inc. 212.11%2.35%2.47%Q4 2017Q3 20183
Virtu Financial LLC 330.01%0.01%0.02%Q3 2017Q1 20183
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
BAROMETER CAPITAL MANAGEMENT INC. 210.17%0.19%0.22%Q4 2013Q4 20163
EnTrustPermal Management LLC 333.32%3.57%3.80%Q3 2013Q1 20143
Ackerman Capital Advisors, LLC 210.10%0.10%0.10%Q2 2017Q1 20183
PATTON ALBERTSON MILLER GROUP, LLC 330.09%0.09%0.09%Q2 2019Q4 20193
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Kavar Capital Partners, LLC 210.02%0.02%0.03%Q1 2018Q2 20193
IBERIABANK CORP 210.03%0.06%0.12%Q3 2017Q4 20193
JPL Wealth Management, LLC 331.61%1.84%2.06%Q4 2023Q2 20243
Strategic Financial Concepts, LLC 210.01%0.05%0.08%Q3 2023Q2 20243
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.06%0.07%0.08%Q4 2017Q3 20183
Epstein & White Financial LLC 330.17%0.68%1.55%Q4 2017Q2 20183
Aspect Partners, LLC 330.02%0.03%0.03%Q4 2023Q2 20243
Marathon Strategic Advisors, LLC 331.99%2.16%2.33%Q4 2023Q2 20243
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q4 2014Q4 20193
Stevard, LLC 330.44%1.70%2.64%Q4 2019Q2 20203
ACG Wealth 210.00%0.03%0.05%Q4 2019Q2 20223
Ridgewood Investments LLC 210.00%0.00%0.00%Q1 2023Q2 20243
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
STEEL GROVE CAPITAL ADVISORS, LLC 330.07%0.09%0.14%Q3 2013Q1 20143
ROBINSON SMITH WEALTH ADVISORS LLC 330.51%0.57%0.59%Q4 2023Q2 20243
SageView Advisory Group, LLC 330.02%0.02%0.03%Q2 2023Q4 20233
Capstone Triton Financial Group, LLC 330.92%1.00%1.16%Q4 2020Q2 20213
Northwest Capital Management Inc 330.00%0.00%0.00%Q4 2023Q2 20243
ORG Partners LLC 210.01%0.01%0.01%Q3 2023Q2 20243
EAGLE GLOBAL ADVISORS LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Acorn Wealth Advisors, LLC 330.09%0.09%0.10%Q4 2017Q2 20183
Tidemark, LLC 330.02%0.03%0.03%Q4 2023Q2 20243
Planning Solutions Group LLC 330.35%0.37%0.38%Q4 2018Q2 20193
PRINCIPAL SECURITIES, INC. 330.02%0.03%0.04%Q4 2023Q2 20243
MIDLAND WEALTH ADVISORS LLC 330.03%0.04%0.06%Q4 2023Q2 20243
Blue Trust, Inc. 330.00%0.02%0.05%Q2 2023Q4 20233
CAPITAL ONE FINANCIAL CORP 330.03%0.09%0.15%Q1 2020Q3 20203
North Star Investment Management Corp. 220.00%0.00%0.00%Q1 2024Q2 20242
GUIDANCE CAPITAL, INC 220.22%0.23%0.23%Q1 2024Q2 20242
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Continuum Advisory, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Guild Investment Management, Inc. 113.44%5.63%7.82%Q3 2014Q4 20162
CFO4Life, L.P. 222.09%2.14%2.20%Q1 2015Q2 20152
Capital Asset Advisory Services LLC 110.01%0.01%0.02%Q4 2019Q4 20202
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Simplicity Solutions, LLC 220.05%0.06%0.06%Q3 2019Q4 20192
Waverly Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Tortoise Investment Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
FLPUTNAM INVESTMENT MANAGEMENT CO 220.02%0.02%0.02%Q3 2019Q4 20192
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q1 2024Q2 20242
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Navis Wealth Advisors, LLC 220.26%0.26%0.26%Q1 2024Q2 20242
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Firestone Capital Management 220.04%0.04%0.05%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
ADIRONDACK RETIREMENT SPECIALISTS, INC. 220.07%0.07%0.08%Q1 2023Q2 20232
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Meridian Wealth Management, LLC 110.28%0.40%0.51%Q4 2023Q2 20242
Abundance Wealth Counselors 220.06%0.11%0.17%Q1 2024Q2 20242
BlackDiamond Wealth Management, LLC 220.77%0.80%0.83%Q3 2022Q4 20222
PROVENCE WEALTH MANAGEMENT GROUP 220.03%0.03%0.03%Q3 2023Q4 20232
Apriem Advisors 110.00%0.00%0.01%Q3 2014Q1 20152
Polaris Wealth Advisory Group, LLC 220.13%0.24%0.35%Q4 2015Q1 20162
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
GTS SECURITIES LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Passive Capital Management, LLC. 220.11%0.11%0.12%Q4 2021Q1 20222
CFS Investment Advisory Services, LLC 110.00%0.01%0.01%Q1 2022Q3 20222
Waldron Private Wealth LLC 220.14%0.29%0.45%Q2 2018Q3 20182
Cascade Financial Partners, LLC 220.68%0.71%0.74%Q1 2024Q2 20242
Wealth Group, Ltd. 220.15%0.16%0.17%Q1 2024Q2 20242
Ironsides Asset Advisors, LLC 220.13%0.13%0.14%Q4 2017Q1 20182
Independent Portfolio Consultants, Inc. 110.04%0.12%0.19%Q4 2014Q4 20152
Hoover Financial Advisors, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
Abacus Wealth Partners, LLC 220.08%0.12%0.16%Q1 2021Q2 20212
Smartleaf Asset Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Prosperity Consulting Group, LLC 220.95%1.02%1.09%Q1 2024Q2 20242
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Burt Wealth Advisors 220.01%0.01%0.01%Q3 2016Q4 20162
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Venturi Wealth Management, LLC 110.00%0.07%0.14%Q2 2022Q1 20232
Bright Futures Wealth Management, LLC. 220.15%0.15%0.15%Q1 2024Q2 20242
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.04%0.06%Q2 2022Q3 20222
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Merriman Wealth Management, LLC 111.33%1.62%1.92%Q3 2016Q1 20192
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Alera Investment Advisors, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
Yellowstone Partners, LLC 220.15%0.15%0.15%Q1 2015Q2 20152
COWA, LLC 220.13%0.13%0.13%Q1 2024Q2 20242
Schechter Investment Advisors, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Transamerica Financial Advisors, Inc. 220.00%0.03%0.06%Q1 2015Q2 20152
Rooted Wealth Advisors, Inc. 220.73%0.76%0.79%Q4 2022Q1 20232
LexAurum Advisors, LLC 220.23%0.23%0.23%Q3 2019Q4 20192
Pinnacle Advisory Group, Inc. 220.02%0.02%0.02%Q1 2017Q2 20172
MAI Capital Management 220.00%0.00%0.00%Q1 2024Q2 20242
CreativeOne Wealth, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Trilogy Capital Inc. 110.02%0.02%0.02%Q1 2021Q2 20222
MITCHELL SINKLER & STARR/PA 220.04%0.04%0.04%Q1 2024Q2 20242
Mutual Advisors, LLC 110.01%0.10%0.18%Q1 2018Q4 20222
United Advisor Group, LLC 220.37%0.39%0.41%Q1 2024Q2 20242
Y.D. More Investments Ltd 220.01%0.01%0.02%Q1 2023Q2 20232
Opal Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Madden Advisory Services, Inc. 220.02%0.02%0.02%Q2 2015Q3 20152
OneAscent Financial Services LLC 220.46%0.50%0.55%Q2 2022Q3 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Frontier Wealth Management LLC 220.06%0.10%0.14%Q1 2015Q2 20152
Colony Group, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
INTEGRAL INVESTMENT ADVISORS, INC. 220.13%0.16%0.20%Q1 2024Q2 20242
Harel Insurance Investments & Financial Services Ltd. 220.01%0.01%0.01%Q3 2016Q4 20162
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
KerberRose Wealth Management, LLC 110.56%0.56%0.56%Q2 2022Q2 20221
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Johanson Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
New World Advisors LLC 110.04%0.04%0.04%Q1 2019Q1 20191
HWG Holdings LP 110.01%0.01%0.01%Q2 2018Q2 20181
ROTHSCHILD INVESTMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
WealthTrust Asset Management, LLC 111.54%1.54%1.54%Q2 2021Q2 20211
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
HIGH POINT BANK & TRUST CO 110.02%0.02%0.02%Q4 2016Q4 20161
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2017Q4 20171
Empirical Asset Management, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q1 2015Q1 20151
CONDOR CAPITAL MANAGEMENT 110.11%0.11%0.11%Q2 2013Q2 20131
GENWORTH FINANCIAL INC 110.14%0.14%0.14%Q2 2013Q2 20131
Highwater Wealth Management, LLC 111.24%1.24%1.24%Q3 2016Q3 20161
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wedmont Private Capital 110.02%0.02%0.02%Q2 2024Q2 20241
HOWARD WEALTH MANAGEMENT, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
FIRST HORIZON CORP 110.01%0.01%0.01%Q3 2020Q3 20201
Banque Cantonale Vaudoise 110.00%0.00%0.00%Q2 2021Q2 20211
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Partnervest Advisory Services LLC 110.08%0.08%0.08%Q3 2018Q3 20181
Element Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
FOCUS FINANCIAL NETWORK INC /ADV 110.02%0.02%0.02%Q4 2023Q4 20231
Nauset Wealth Management. LLC 110.06%0.06%0.06%Q1 2022Q1 20221
CUMBERLAND ADVISORS INC 112.34%2.34%2.34%Q4 2014Q4 20141
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
First Personal Financial Services 110.00%0.00%0.00%Q3 2019Q3 20191
Retirement Group, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
NAPATREE CAPITAL LLC 110.17%0.17%0.17%Q2 2024Q2 20241
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q2 2017Q2 20171
L. Roy Papp & Associates, LLP 110.06%0.06%0.06%Q1 2016Q1 20161
HOLDERNESS INVESTMENTS CO 110.18%0.18%0.18%Q1 2017Q1 20171
PBMares Wealth Management LLC 110.41%0.41%0.41%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WealthOne, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Crosspoint Capital Strategies, LLC 110.27%0.27%0.27%Q4 2015Q4 20151
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Gallagher Benefit Services, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
US FINANCIAL ADVISORS, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q4 2023Q4 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2017Q3 20171
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
STERNE AGEE GROUP, INC. 110.12%0.12%0.12%Q3 2013Q3 20131
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Claro Advisors LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cresset Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Independent Advisor Alliance 110.03%0.03%0.03%Q1 2017Q1 20171
MADRONA FUNDS, LLC 110.18%0.18%0.18%Q3 2019Q3 20191
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q2 2016Q2 20161
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pacific Capital Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
LCNB CORP 110.21%0.21%0.21%Q4 2016Q4 20161
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2022Q3 20221
Farmers National Bank 110.04%0.04%0.04%Q2 2019Q2 20191
INTEGRATED CAPITAL MANAGEMENT, INC. 110.45%0.45%0.45%Q2 2021Q2 20211
NATIXIS ADVISORS, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q1 2017Q1 20171
Atlas Private Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HOEY INVESTMENTS, INC 110.02%0.02%0.02%Q4 2019Q4 20191
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
OLD MISSION CAPITAL LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wrenne Financial Planning LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Pointe Capital Management LLC 115.14%5.14%5.14%Q4 2016Q4 20161
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
REDMONT WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2024Q2 20241
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Arlington Partners LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
CX Institutional 110.01%0.01%0.01%Q2 2022Q2 20221
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Inscription Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Field & Main Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
VIMA LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Lindbrook Capital, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Clearstead Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Lido Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2024Q1 20241
Hunter Perkins Capital Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q1 2016Q1 20161
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
External links

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