WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 202393
Capital Analysts, LLC 44440.09%0.28%0.46%Q4 2012Q3 202344
Creative Planning 42420.00%0.09%0.13%Q2 2013Q3 202343
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.10%0.19%0.34%Q2 2013Q3 202342
SPINNAKER TRUST 42420.05%0.30%1.31%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%0.11%0.29%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.07%0.14%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.07%0.17%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42420.14%0.31%0.58%Q2 2013Q3 202342
HENGEHOLD CAPITAL MANAGEMENT LLC 42420.04%1.34%6.83%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.74%1.13%1.73%Q2 2013Q3 202342
ASSETMARK, INC 41410.04%0.13%0.22%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3560.05%0.17%0.25%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.07%0.37%0.80%Q3 2013Q4 202341
BEACON FINANCIAL GROUP 41410.43%0.76%1.29%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.05%0.10%0.16%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29110.02%0.07%0.16%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.00%0.02%0.07%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.07%0.73%1.35%Q2 2013Q1 202340
Evanson Asset Management, LLC 40400.25%0.98%1.78%Q4 2013Q3 202340
MCF Advisors LLC 3370.01%0.02%0.07%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.03%0.19%Q4 2013Q3 202340
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202339
Brinker Capital Investments, LLC 39390.02%0.07%0.15%Q2 2013Q4 202239
RAYMOND JAMES & ASSOCIATES 3360.00%0.01%0.03%Q2 2013Q3 202339
Rehmann Capital Advisory Group 2220.04%0.07%0.11%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
MOLLER WEALTH PARTNERS 3630.06%0.30%0.74%Q2 2013Q3 202339
BOKF, NA 3090.01%0.02%0.02%Q4 2013Q3 202339
Destination Wealth Management 38380.02%0.34%0.57%Q2 2014Q3 202338
HUNTINGTON NATIONAL BANK 36360.01%0.11%0.19%Q4 2014Q3 202338
Cetera Advisors LLC 1840.02%0.05%0.17%Q4 2013Q3 202338
TRUST CO OF VERMONT 3110.00%0.02%0.08%Q4 2013Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 2980.00%0.00%0.00%Q2 2013Q3 202337
EisnerAmper Wealth Management Corporate Benefits, LLC 37372.07%6.01%7.60%Q4 2014Q4 202337
Opus Capital Group, LLC 3070.02%1.37%2.99%Q4 2013Q3 202337
SCOTIA CAPITAL INC. 37370.00%0.01%0.01%Q2 2013Q2 202237
INSPIRION WEALTH ADVISORS, LLC 36360.27%1.14%2.13%Q4 2014Q3 202336
Dakota Wealth Management 36360.02%0.42%1.01%Q4 2014Q3 202336
HighTower Advisors, LLC 25110.00%0.01%0.02%Q3 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.15%1.06%1.81%Q2 2013Q1 202236
Chicago Partners Investment Group LLC 36360.02%0.08%0.23%Q4 2014Q3 202336
Cetera Advisor Networks LLC 2130.01%0.03%0.06%Q2 2013Q3 202335
Advisory Services Network, LLC 1310.01%0.02%0.09%Q4 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.02%0.06%0.14%Q2 2013Q3 202335
Baird Financial Group, Inc. 34340.01%0.03%0.05%Q2 2015Q3 202334
Sigma Planning Corp 2860.01%0.03%0.05%Q4 2014Q3 202334
VESTOR CAPITAL, LLC 1310.12%0.30%0.50%Q4 2014Q3 202333
CAPE ANN SAVINGS BANK 1310.19%0.64%1.08%Q2 2014Q3 202333
VICUS CAPITAL 22110.04%0.32%1.72%Q4 2013Q3 202333
Colorado Capital Management, Inc. 32320.19%0.28%0.41%Q4 2015Q3 202332
JNBA Financial Advisors 2050.02%0.47%1.66%Q2 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q4 2013Q3 202332
IFP Advisors, Inc 17140.02%0.09%0.33%Q4 2015Q3 202331
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2920.02%0.05%0.10%Q4 2013Q3 202331
TCI Wealth Advisors, Inc. 31310.01%0.02%0.06%Q3 2015Q1 202331
Geneos Wealth Management Inc. 31310.01%0.03%0.07%Q1 2016Q3 202331
US BANCORP \DE\ 2810.00%0.00%0.00%Q4 2013Q3 202331
SignalPoint Asset Management, LLC 31310.12%0.21%0.52%Q2 2013Q4 202031
Valmark Advisers, Inc. 31310.01%0.04%0.10%Q1 2016Q3 202331
EVERMAY WEALTH MANAGEMENT LLC 20100.01%0.15%0.65%Q4 2013Q3 202330
StrategIQ Financial Group, LLC 30300.04%0.25%0.62%Q2 2016Q3 202330
Montecito Bank & Trust 30300.07%0.21%1.29%Q3 2016Q4 202330
BOK Financial Private Wealth, Inc. 30300.04%0.12%0.57%Q2 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.07%0.60%1.46%Q2 2016Q3 202330
Pineno Levin & Ford Asset Management, Inc. 29290.13%0.19%0.24%Q4 2014Q4 202129
Intercontinental Wealth Advisors, LLC 29290.20%0.69%1.29%Q2 2016Q2 202329
SVA Wealth Management, LLC 29290.20%1.15%2.58%Q4 2013Q4 202029
WADE G W & INC 2810.01%0.15%0.35%Q4 2014Q3 202329
Janney Capital Management LLC 28280.12%0.17%0.37%Q4 2016Q3 202328
NEXT Financial Group, Inc 1520.02%0.11%0.43%Q3 2014Q4 202128
RAYMOND JAMES TRUST N.A. 28280.01%0.02%0.04%Q4 2016Q3 202328
RPG Investment Advisory, LLC 28280.53%1.00%1.71%Q4 2015Q3 202228
Highlander Capital Management, LLC 27270.01%0.01%0.01%Q2 2013Q4 201927
SYNOVUS FINANCIAL CORP 17100.00%0.01%0.03%Q2 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.04%0.07%Q2 2013Q4 201927
Moisand Fitzgerald Tamayo, LLC 2520.02%0.04%0.06%Q4 2015Q3 202327
Legacy Private Trust Co. 27270.02%0.15%0.58%Q1 2017Q3 202327
First Allied Advisory Services, Inc. 2160.01%0.03%0.08%Q2 2013Q3 202027
Global Retirement Partners, LLC 2070.00%0.03%0.10%Q4 2016Q3 202327
HALBERT HARGROVE GLOBAL ADVISORS, LLC 15120.04%0.09%0.17%Q3 2015Q3 202327
Bison Wealth, LLC 16110.08%0.14%0.23%Q4 2014Q3 202127
Steward Partners Investment Advisory, LLC 27270.01%0.02%0.08%Q1 2017Q3 202327
Pinnacle Wealth Management Advisory Group, LLC 27270.06%0.24%0.50%Q1 2017Q3 202327
PINNACLE ASSOCIATES LTD 27270.01%0.02%0.04%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.05%Q2 2017Q3 202326
AlphaMark Advisors, LLC 26260.03%0.16%0.32%Q2 2017Q3 202326
Wealthcare Advisory Partners LLC 2510.08%0.20%0.34%Q2 2016Q3 202326
OPPENHEIMER & CO INC 1530.01%0.01%0.04%Q4 2013Q3 202326
WESBANCO BANK INC 15110.01%0.04%0.07%Q1 2017Q3 202326
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q2 2017Q3 202326
Mariner, LLC 1810.00%0.01%0.02%Q2 2015Q3 202326
Asset Dedication, LLC 26260.02%0.03%0.06%Q2 2017Q3 202326
M&T BANK CORP 1510.00%0.09%0.14%Q2 2014Q3 202325
COBIZ WEALTH, LLC 25250.53%0.98%1.54%Q2 2013Q2 201925
CAPTRUST FINANCIAL ADVISORS 25250.00%0.02%0.09%Q3 2017Q3 202325
NVWM, LLC 24240.00%0.04%0.29%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 2220.01%0.03%0.07%Q3 2017Q3 202324
Freedom Investment Management, Inc. 2040.03%0.06%0.11%Q1 2013Q4 202024
Live Your Vision, LLC 24240.36%1.43%4.75%Q2 2013Q1 201924
C M BIDWELL & ASSOCIATES LTD 24240.03%0.06%0.13%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.06%0.13%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.03%0.13%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.09%0.14%0.24%Q4 2017Q3 202324
Oakworth Capital, Inc. 24240.02%0.07%0.12%Q4 2015Q3 202124
PLIMOTH TRUST CO LLC 24240.12%0.38%0.97%Q4 2017Q3 202324
JANE STREET GROUP, LLC 620.00%0.01%0.08%Q1 2014Q3 202324
HBK Sorce Advisory LLC 24240.05%0.24%0.51%Q4 2017Q3 202324
OARSMAN CAPITAL, INC. 2220.09%0.20%0.28%Q2 2013Q4 201924
Clearstead Trust, LLC 1010.00%0.00%0.00%Q2 2017Q3 202323
Citadel Advisors 510.00%0.00%0.00%Q3 2014Q3 202323
Financial Planning & Information Services, Inc. 23230.29%0.81%1.22%Q1 2018Q3 202323
ENTERPRISE FINANCIAL SERVICES CORP 23230.00%0.01%0.01%Q4 2015Q2 202123
Sunbelt Securities, Inc. 2210.06%0.41%1.24%Q4 2016Q3 202323
Simmons Bank 23230.02%0.20%0.39%Q1 2017Q3 202223
BENJAMIN F. EDWARDS & COMPANY, INC. 23230.00%0.00%0.02%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.01%0.07%0.23%Q4 2016Q2 202223
Whitnell & Co. 1490.00%0.43%0.88%Q2 2013Q4 201923
Financial Architects, Inc 1850.02%0.03%0.05%Q2 2014Q2 202023
FIFTH THIRD BANCORP 1020.00%0.00%0.00%Q3 2016Q3 202322
CWM, LLC 1220.00%0.00%0.01%Q3 2015Q3 202322
CENTRAL TRUST Co 1910.00%0.12%0.43%Q3 2015Q3 202322
Fragasso Group Inc. 22220.03%0.16%0.33%Q1 2016Q2 202122
IHT Wealth Management, LLC 1840.01%0.13%0.42%Q2 2017Q3 202322
Tower Research Capital LLC (TRC) 1810.00%0.06%0.25%Q1 2014Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
SIGNATUREFD, LLC 2010.00%0.00%0.01%Q1 2015Q3 202321
HANCOCK WHITNEY CORP 21210.01%0.02%0.03%Q3 2018Q3 202321
WHALEROCK POINT PARTNERS, LLC 940.07%0.11%0.19%Q4 2013Q4 201921
Versant Capital Management, Inc 21210.02%0.02%0.03%Q4 2018Q4 202321
FineMark National Bank & Trust 21210.01%0.04%0.08%Q2 2013Q2 201821
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.01%0.01%Q1 2017Q3 202321
Fiduciary Group LLC 1020.03%0.05%0.15%Q2 2015Q4 202221
D.A. DAVIDSON & CO. 1380.00%0.01%0.02%Q4 2013Q4 201921
Starfire Investment Advisers, Inc. 11102.03%4.01%5.64%Q1 2015Q2 202021
Dorsey & Whitney Trust CO LLC 21210.03%0.05%0.09%Q1 2017Q1 202221
BUCKINGHAM STRATEGIC WEALTH, LLC 1110.01%0.04%0.10%Q2 2016Q3 202321
BB&T SECURITIES, LLC 21210.00%0.01%0.02%Q3 2014Q3 201921
TFG Advisers LLC 20200.63%0.78%1.02%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 20200.00%0.00%0.00%Q3 2014Q2 201920
NBT BANK N A /NY 20200.07%0.16%0.48%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20200.42%1.15%2.41%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.05%0.12%Q4 2017Q3 202220
RAND WEALTH, LLC 20200.12%0.23%0.34%Q4 2013Q3 201820
KEYBANK NATIONAL ASSOCIATION/OH 20200.02%0.06%0.08%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.01%0.17%0.58%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.13%0.26%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.08%0.31%0.62%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.00%0.01%Q4 2018Q3 202320
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1210.06%0.14%0.19%Q2 2015Q4 202020
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
First Command Bank 19190.00%0.02%0.07%Q4 2017Q2 202219
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
J.P. Morgan Private Wealth Advisors LLC 1410.00%0.00%0.01%Q3 2018Q3 202319
Private Vista, LLC 19190.21%2.58%6.67%Q4 2015Q2 202019
First National Bank of South Miami 19190.05%0.12%0.28%Q4 2018Q2 202319
Cranberry Lake Advisors LLC 19193.88%7.27%20.52%Q1 2014Q3 201819
Heritage Wealth Advisors 19190.01%0.01%0.02%Q1 2019Q3 202319
First Command Financial Services, Inc. 19190.00%0.02%0.07%Q4 2017Q2 202219
1834 INVESTMENT ADVISORS CO 19190.02%0.05%0.07%Q4 2017Q2 202219
CADENCE BANK NA 810.07%0.10%0.14%Q2 2013Q1 202118
Private Ocean, LLC 1350.01%0.01%0.03%Q1 2019Q3 202318
Winslow, Evans & Crocker, Inc. 1620.00%0.01%0.03%Q2 2014Q4 202018
Advisory Alpha, LLC 1210.00%0.12%0.27%Q4 2013Q1 202018
FLAGSHIP HARBOR ADVISORS, LLC 1620.01%0.09%0.16%Q4 2016Q3 202118
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.04%0.09%Q2 2019Q3 202318
Private Capital Group, LLC 18180.00%0.01%0.03%Q4 2017Q1 202218
Fusion Family Wealth LLC 18180.00%0.03%0.18%Q4 2016Q1 202118
Jacobus Wealth Management, Inc. 18180.84%1.66%2.38%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.14%0.17%0.20%Q2 2013Q3 201718
MYCIO WEALTH PARTNERS, LLC 1430.00%0.00%0.01%Q2 2013Q4 201917
Sargent Bickham Lagudis LLC 17170.00%0.01%0.02%Q1 2016Q1 202017
AVANTAX ADVISORY SERVICES, INC. 1610.01%0.03%0.05%Q2 2019Q3 202317
Independence Bank of Kentucky 17170.02%0.07%0.13%Q3 2019Q3 202317
VALLEY NATIONAL ADVISERS INC 980.00%0.01%0.04%Q4 2014Q3 202117
Ausdal Financial Partners, Inc. 910.01%0.11%0.30%Q4 2015Q1 202217
Connecticut Wealth Management, LLC 1070.07%0.49%2.01%Q2 2019Q3 202317
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q1 2014Q3 202317
Stillwater Capital Advisors, LLC 17170.10%0.18%0.33%Q2 2013Q2 201717
NewEdge Advisors, LLC 1110.00%0.05%0.14%Q2 2017Q3 202317
Perigon Wealth Management, LLC 810.01%0.01%0.02%Q3 2011Q2 202317
WealthShield Partners, LLC 620.00%0.06%0.22%Q4 2017Q3 202317
Buckingham Capital Management, Inc. 17170.04%0.23%0.71%Q3 2019Q3 202317
WHITTIER TRUST CO 1610.00%0.01%0.02%Q1 2018Q3 202217
WFG Advisors, LP 17170.00%0.01%0.04%Q2 2013Q2 201717
Alexandria Capital, LLC 17170.00%0.00%0.00%Q2 2013Q2 201717
IFG Advisory, LLC 17170.04%0.06%0.10%Q3 2019Q3 202317
Alaska Permanent Capital Management 1610.02%0.11%0.14%Q2 2019Q3 202317
1st Global Advisors, Inc. 17170.06%0.09%0.12%Q2 2013Q2 201717
LBMC INVESTMENT ADVISORS, LLC 16160.05%0.07%0.09%Q3 2014Q2 201816
EP Wealth Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
HC FINANCIAL ADVISORS INC 1511.20%2.15%5.97%Q1 2018Q2 202216
Concert Wealth Management Inc. 970.07%0.11%0.41%Q2 2013Q2 201716
B. Riley Wealth Advisors, Inc. 610.00%0.02%0.05%Q4 2013Q3 202316
Harborview Advisors, LLC 16160.37%0.63%1.11%Q4 2017Q3 202116
HL FINANCIAL SERVICES LLC 1150.01%0.02%0.03%Q1 2015Q1 201916
VAUGHAN & Co SECURITIES, INC. 16162.04%9.51%14.79%Q4 2019Q3 202316
OneDigital Investment Advisors LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.07%0.09%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Cetera Investment Advisers 1240.01%0.03%0.05%Q3 2018Q3 202316
Carroll Financial Associates, Inc. 16160.00%0.00%0.00%Q1 2018Q4 202116
F&V Capital Management, LLC 1150.08%0.18%0.34%Q1 2015Q3 202316
Cardan Capital Partners, LLC 740.20%0.40%0.70%Q2 2016Q3 202116
BDO Wealth Advisors, LLC 1060.01%0.01%0.01%Q1 2018Q2 202316
Anchor Investment Management, LLC 16160.01%0.01%0.01%Q3 2017Q2 202116
Key FInancial Inc 16160.66%1.71%2.29%Q4 2019Q3 202316
WEALTHSOURCE PARTNERS, LLC 16160.04%0.16%0.35%Q1 2016Q4 201916
John W. Brooker & Co., CPAs 16160.13%0.45%1.92%Q4 2019Q3 202316
180 WEALTH ADVISORS, LLC 1320.12%0.37%0.45%Q4 2019Q3 202315
PACIFIC SUN FINANCIAL CORP 610.22%0.28%0.38%Q1 2018Q2 202315
IAG Wealth Partners, LLC 15150.35%0.57%0.85%Q1 2020Q3 202315
WealthPLAN Partners, LLC 1010.00%0.09%0.20%Q1 2015Q1 202015
Family Legacy, Inc. 1320.57%0.80%0.94%Q1 2017Q4 202015
Johnson Financial Group, Inc. 1310.00%0.01%0.01%Q1 2015Q3 202315
MBM Wealth Consultants, LLC 15150.01%0.02%0.02%Q4 2018Q2 202215
PERSONAL CFO SOLUTIONS, LLC 1230.00%0.08%0.15%Q3 2019Q3 202315
MSI Financial Services Inc 15150.04%0.07%0.10%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.02%0.02%0.03%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.04%0.06%Q2 2016Q4 201915
BlackRock Inc. 15150.00%0.00%0.00%Q4 2015Q2 201915
Sowell Financial Services LLC 810.00%0.04%0.24%Q4 2018Q3 202315
Old North State Trust, LLC 720.00%0.12%0.68%Q3 2018Q4 202215
Harbour Capital Advisors, LLC 960.09%0.13%0.19%Q3 2014Q2 201815
PrairieView Partners, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.01%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.12%0.15%0.22%Q1 2020Q3 202315
Parcion Private Wealth LLC 14140.38%0.43%0.50%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
HC Advisors, LLC 14142.18%2.74%3.44%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.01%0.01%Q4 2015Q1 201914
MARINO, STRAM & ASSOCIATES LLC 950.16%0.21%0.28%Q1 2020Q3 202314
Private Portfolio Partners LLC 14140.84%1.17%1.35%Q2 2020Q3 202314
Truepoint, Inc. 14140.06%0.12%0.16%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1220.00%0.00%0.00%Q4 2019Q3 202314
NewSquare Capital LLC 14140.00%0.03%0.04%Q2 2020Q3 202314
Platform Technology Partners 1040.36%0.55%0.61%Q1 2020Q3 202314
Orion Portfolio Solutions, LLC 770.01%0.02%0.06%Q4 2019Q3 202314
J.W. COLE ADVISORS, INC. 810.02%0.05%0.11%Q4 2019Q3 202313
WEALTHCARE CAPITAL MANAGEMENT LLC 1110.00%0.00%0.01%Q1 2015Q1 202113
FIRST MANHATTAN CO. LLC. 1010.00%0.00%0.00%Q1 2014Q1 202213
Wealthstreet Investment Advisors, LLC 760.05%0.08%0.13%Q4 2017Q1 202113
Bank of New York Mellon Corp 1210.00%0.00%0.00%Q2 2013Q3 201813
WEBSTER BANK, N. A. 13130.01%0.01%0.02%Q3 2020Q3 202313
Equitable Holdings, Inc. 1210.01%0.01%0.02%Q4 2019Q3 202313
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
Kestra Advisory Services, LLC 13130.07%0.11%0.27%Q3 2020Q3 202313
GLENMEDE TRUST CO NA 750.00%0.00%0.00%Q3 2016Q2 202312
Madrona Financial Services, LLC 930.11%0.15%0.23%Q2 2019Q3 202312
Harvest Investment Services, LLC 12120.19%0.47%0.90%Q4 2018Q3 202112
Certified Advisory Corp 1110.02%0.14%0.27%Q4 2017Q1 202112
DB Wealth Management Group, LLC 12120.06%0.79%1.78%Q4 2020Q3 202312
OLD NATIONAL BANCORP /IN/ 12120.02%0.04%0.06%Q2 2014Q1 201712
Waterfront Wealth Inc. 12120.36%0.47%0.60%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.05%0.07%0.08%Q4 2020Q3 202312
Wambolt & Associates, LLC 12120.17%0.33%0.38%Q4 2020Q3 202312
Larson Financial Group LLC 12120.01%0.02%0.07%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Berger Financial Group, Inc 12120.03%0.07%0.36%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.78%1.16%1.59%Q4 2019Q3 202312
VSR Financial Services, Inc. 12120.13%0.17%0.24%Q2 2013Q1 201612
Investors Capital Advisory Services 12120.04%0.11%0.19%Q3 2013Q2 201612
Bristlecone Advisors, LLC 1010.02%0.07%0.10%Q1 2020Q3 202312
BCS Wealth Management 661.33%1.62%2.60%Q4 2019Q4 202212
Insight Advisors, LLC/ PA 12120.10%0.15%0.19%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.10%0.15%0.25%Q4 2020Q3 202312
Cutler Group LLC / CA 770.00%0.00%0.00%Q4 2015Q2 201712
RAY GERALD L & ASSOCIATES LTD 12120.04%0.08%0.14%Q4 2014Q3 201712
COLONY GROUP LLC 11110.00%0.02%0.06%Q2 2013Q4 201511
Brightworth 11110.08%0.46%0.69%Q1 2020Q3 202211
Capital Investment Advisory Services, LLC 740.00%0.03%0.05%Q1 2020Q3 202311
Ten Capital Wealth Advisors, LLC 11110.37%0.91%1.44%Q4 2020Q2 202311
SUNTRUST BANKS INC 610.00%0.00%0.01%Q2 2013Q4 201711
CAPITAL WEALTH MANAGEMENT, LLC 11112.06%2.97%3.37%Q4 2017Q2 202011
Veritable, L.P. 1010.01%0.01%0.02%Q1 2013Q4 201511
CENTAURUS FINANCIAL, INC. 740.02%0.06%0.10%Q4 2017Q3 202111
Piscataqua Savings Bank 11110.01%0.01%0.01%Q1 2021Q3 202311
MGO ONE SEVEN LLC 410.02%0.04%0.09%Q4 2017Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 830.00%0.00%0.00%Q1 2015Q2 201811
Financial Gravity Asset Management, Inc. 810.00%0.01%0.02%Q1 2020Q3 202311
Accredited Investors Inc. 11110.02%0.04%0.06%Q1 2021Q3 202311
Snowden Capital Advisors LLC 720.00%0.02%0.03%Q2 2019Q2 202311
Titus Wealth Management 510.14%0.23%0.40%Q4 2017Q2 202211
Allworth Financial LP 1010.00%0.00%0.01%Q1 2019Q3 202311
LifePlan Financial Group, Inc 11110.01%0.02%0.03%Q1 2018Q3 202011
StoneX Group Inc. 11110.10%0.32%0.42%Q4 2017Q2 202011
Asset Planning Services, Ltd. 11110.05%0.06%0.08%Q1 2017Q3 201911
FUKOKU MUTUAL LIFE INSURANCE Co 920.19%0.79%1.15%Q2 2017Q3 202011
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 202011
RELIANCE TRUST CO OF DELAWARE 11110.05%0.06%0.07%Q3 2016Q1 201911
JONES FINANCIAL COMPANIES LLLP 11110.00%0.00%0.00%Q1 2021Q3 202311
Financial Advocates Investment Management 710.02%0.05%0.09%Q4 2017Q4 202210
Spire Wealth Management 730.00%0.01%0.04%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
INVESTMENT CENTERS OF AMERICA INC 10100.03%0.09%0.17%Q2 2015Q3 201710
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2019Q3 202310
Adams Chetwood Wealth Management LLC 10100.22%0.26%0.32%Q4 2019Q1 202210
PSI Advisors, LLC 910.02%0.03%0.04%Q4 2019Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Jackson Hole Capital Partners, LLC 640.01%0.01%0.02%Q1 2019Q1 202210
WINTRUST INVESTMENTS LLC 820.02%0.04%0.05%Q1 2021Q3 202310
Cornerstone Wealth Management, LLC 910.04%0.09%0.14%Q3 2016Q1 201910
ALPINE WOODS CAPITAL INVESTORS, LLC 10100.03%0.09%0.21%Q4 2018Q1 202110
BBVA USA Bancshares, Inc. 10100.01%0.82%1.10%Q2 2013Q3 201510
McNamara Financial Services, Inc. 10100.07%0.09%0.12%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 610.00%0.08%0.30%Q4 2016Q2 202310
Csenge Advisory Group 10100.03%0.07%0.12%Q2 2021Q3 202310
Lake Point Wealth Management 520.00%0.01%0.11%Q4 2018Q2 202210
Gladstone Institutional Advisory LLC 990.16%0.21%0.25%Q3 2021Q3 20239
CAHILL FINANCIAL ADVISORS INC 990.20%0.23%0.29%Q3 2021Q3 20239
First City Capital Management, Inc. 990.02%0.02%0.02%Q1 2014Q1 20169
Avantax Planning Partners, Inc. 610.01%0.03%0.06%Q4 2016Q2 20219
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 990.01%0.01%0.02%Q1 2018Q1 20209
Bickling Financial Services, Inc. 990.24%0.29%0.32%Q4 2020Q4 20229
CHEMICAL BANK 990.05%0.08%0.12%Q2 2017Q2 20199
Ranch Capital Advisors Inc. 990.00%0.02%0.11%Q3 2019Q3 20219
Sonora Investment Management, LLC 520.00%0.01%0.01%Q4 2015Q3 20219
LEVEL FOUR ADVISORY SERVICES, LLC 990.02%0.19%0.60%Q4 2016Q4 20189
Great Diamond Partners, LLC 990.26%0.30%0.33%Q1 2021Q1 20239
Seneca House Advisors 993.23%3.59%4.10%Q4 2017Q4 20199
Atria Investments, Inc 990.01%0.01%0.04%Q4 2017Q4 20199
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2013Q4 20239
MADISON INVESTMENT HOLDINGS INC 990.01%0.01%0.01%Q2 2013Q2 20159
Verdence Capital Advisors LLC 990.03%0.04%0.04%Q3 2021Q3 20239
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.01%0.01%0.02%Q4 2018Q4 20209
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
Missouri Trust & Investment Co 880.01%0.03%0.04%Q4 2021Q3 20238
AJ WEALTH STRATEGIES, LLC 620.04%0.50%1.79%Q4 2016Q1 20198
Viewpoint Capital Management LLC 880.06%0.07%0.08%Q4 2021Q3 20238
BROWN ADVISORY INC 410.00%0.00%0.00%Q3 2016Q3 20238
AE Wealth Management LLC 410.00%0.03%0.10%Q3 2019Q2 20238
TMD & ASSOCIATES, INC 883.55%4.39%6.39%Q4 2015Q3 20178
SouthState Corp 880.00%0.00%0.00%Q4 2021Q3 20238
FIRST NATIONAL TRUST CO 880.02%0.04%0.08%Q4 2021Q3 20238
Del-Sette Capital Management, LLC 883.37%7.85%12.53%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.24%0.37%0.42%Q1 2021Q3 20238
Community Bank, N.A. 880.00%0.00%0.01%Q2 2019Q1 20218
BAIRD ROBERT W & CO INC /WI/ 880.01%0.04%0.06%Q2 2013Q1 20158
NATIONAL PLANNING CORP 510.02%0.02%0.02%Q2 2014Q2 20178
Ellis Investment Partners, LLC 710.00%0.01%0.01%Q3 2020Q3 20228
Canal Capital Management, LLC 880.21%0.26%0.37%Q1 2017Q4 20188
FINANCIAL ADVISORY PARTNERS, LLC 880.66%0.75%0.85%Q4 2021Q3 20238
First Horizon Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
New England Investment & Retirement Group, Inc. 440.72%1.66%2.76%Q3 2013Q4 20198
CAPITAL ONE, NATIONAL ASSOCIATION 710.02%0.05%0.20%Q4 2016Q4 20198
SC&H Financial Advisors, Inc. 880.59%0.81%1.19%Q4 2021Q3 20238
Transform Wealth, LLC 880.05%0.14%0.32%Q2 2016Q1 20188
Cordasco Financial Network 710.00%0.01%0.01%Q3 2018Q2 20228
Melone Private Wealth, LLC 882.74%2.90%3.16%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.34%0.39%0.46%Q4 2021Q3 20238
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Guidant Wealth Advisors 440.28%0.53%1.08%Q3 2016Q3 20198
Ascent Group, LLC 880.22%0.35%0.55%Q4 2021Q3 20238
Neuberger Berman Group LLC 710.00%0.00%0.00%Q3 2020Q3 20238
F3Logic, LLC 880.06%0.08%0.10%Q1 2021Q4 20228
Arden Trust Co 880.04%0.05%0.06%Q2 2019Q1 20218
Powers Advisory Group, LLC 880.86%0.89%0.91%Q4 2021Q3 20238
Western Wealth Management, LLC 610.01%0.05%0.08%Q4 2018Q3 20228
Regal Investment Advisors LLC 530.02%0.12%0.28%Q3 2014Q2 20228
Sterling Investment Counsel, LLC 880.17%0.26%0.42%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.08%0.12%0.14%Q4 2021Q3 20238
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 20238
Smart Money Group LLC 770.13%2.40%7.21%Q2 2018Q4 20197
BENJAMIN EDWARDS INC 770.02%0.02%0.02%Q1 2022Q3 20237
Advocacy Wealth Management Services, LLC 610.03%0.04%0.06%Q4 2015Q3 20177
HHG & Company, LLC 770.06%0.08%0.09%Q2 2013Q4 20147
Global Financial Private Capital, Inc 770.06%0.07%0.09%Q3 2017Q1 20197
HAZLETT, BURT & WATSON, INC. 770.02%0.03%0.04%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
Quadrant Private Wealth Management, LLC 520.10%0.13%0.19%Q3 2019Q4 20217
Miracle Mile Advisors, LLC 430.02%0.26%0.67%Q4 2014Q3 20237
Ancora Advisors LLC 510.00%0.00%0.01%Q4 2016Q4 20207
Aspire Private Capital, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Intellectus Partners, LLC 610.01%0.01%0.01%Q2 2017Q1 20197
America First Investment Advisors, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
XML Financial, LLC 430.03%0.22%0.51%Q4 2019Q4 20217
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
SEI INVESTMENTS CO 510.00%0.00%0.00%Q2 2016Q2 20187
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q4 2019Q1 20237
Ahrens Investment Partners LLC 310.01%0.05%0.12%Q4 2016Q1 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.39%0.41%0.42%Q2 2013Q4 20147
Alhambra Investment Management LLC 770.87%1.14%1.25%Q1 2022Q3 20237
CIBC WORLD MARKET INC. 410.01%0.01%0.01%Q1 2016Q3 20187
Arkos Global Advisors 770.07%0.17%0.39%Q1 2022Q3 20237
Vigilant Capital Management, LLC 520.01%0.01%0.01%Q1 2018Q4 20227
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2018Q2 20227
MONEY CONCEPTS CAPITAL CORP 520.01%0.06%0.12%Q4 2020Q4 20227
Dynamic Advisor Solutions LLC 770.03%0.05%0.06%Q2 2018Q4 20197
Vantage Investment Advisors, LLC 520.00%0.01%0.02%Q4 2013Q1 20167
Vestmark Advisory Solutions, Inc. 320.01%0.03%0.05%Q1 2019Q1 20227
REGIONS FINANCIAL CORP 610.00%0.00%0.01%Q4 2017Q4 20207
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Bank of New Hampshire 770.03%0.03%0.04%Q1 2022Q3 20237
SMITHBRIDGE ASSET MANAGEMENT INC/DE 770.37%1.78%2.15%Q2 2017Q4 20187
VANCE WEALTH, INC. 430.10%0.17%0.31%Q4 2021Q3 20237
Jacobi Capital Management LLC 770.01%0.01%0.01%Q2 2018Q4 20197
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TCF National Bank 770.12%0.13%0.15%Q3 2019Q1 20217
Realta Investment Advisors 420.00%0.00%0.00%Q1 2019Q4 20226
FIDUCIARY SERVICES CORP/GA 660.13%0.15%0.16%Q4 2013Q1 20156
BerganKDV Wealth Management, LLC 510.00%0.01%0.02%Q2 2018Q1 20206
STOCK YARDS BANK & TRUST CO 660.08%0.10%0.12%Q2 2022Q3 20236
Good Life Advisors, LLC 660.07%0.09%0.12%Q4 2016Q1 20186
Truvestments Capital LLC 421.24%1.67%2.02%Q2 2018Q4 20196
Bangor Savings Bank 660.07%0.08%0.09%Q4 2013Q1 20156
CULLEN/FROST BANKERS, INC. 510.00%0.00%0.00%Q3 2019Q3 20236
BARCLAYS PLC 310.00%0.00%0.00%Q1 2018Q3 20216
Integrated Wealth Concepts LLC 420.00%0.01%0.01%Q3 2021Q3 20236
LINCOLN NATIONAL CORP 660.01%0.01%0.02%Q1 2017Q2 20186
UNIONVIEW, LLC 660.46%0.48%0.51%Q4 2021Q1 20236
Atlas Private Wealth Advisors 660.04%0.04%0.04%Q2 2020Q3 20216
Cornerstone Management, Inc. 660.01%0.01%0.02%Q4 2021Q1 20236
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
UBS AG 660.02%0.03%0.04%Q2 2013Q3 20146
Financial Sense Advisors, Inc. 660.11%0.27%0.46%Q1 2014Q2 20156
JT Stratford LLC 660.13%0.20%0.23%Q2 2022Q3 20236
Capital Directions Investment Advisors, LLC 420.02%0.03%0.03%Q2 2021Q4 20226
PRIVATE TRUST CO NA 660.01%0.02%0.03%Q2 2022Q3 20236
SG Americas Securities, LLC 310.00%0.01%0.01%Q3 2014Q1 20176
Better Money Decisions, LLC 510.11%0.16%0.21%Q2 2021Q4 20226
Circle Wealth Management, LLC 660.04%0.06%0.08%Q3 2018Q4 20196
Baystate Wealth Management LLC 420.00%0.05%0.07%Q4 2019Q3 20236
TIAA, FSB 660.00%0.00%0.00%Q4 2017Q1 20196
YorkBridge Wealth Partners, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
JOHNSON INVESTMENT COUNSEL INC 410.00%0.01%0.01%Q2 2016Q1 20206
Freedman Financial Associates, Inc. 660.81%0.87%0.95%Q4 2020Q1 20226
Cerity Partners LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Strategic Blueprint, LLC 660.03%0.05%0.08%Q1 2021Q2 20226
Intrua Financial, LLC 550.04%0.04%0.05%Q1 2021Q1 20225
Traynor Capital Management, Inc. 320.07%0.08%0.09%Q1 2018Q2 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Northwest Bancshares, Inc. 550.06%0.08%0.10%Q2 2020Q2 20215
Sowa Financial Group, Inc. 550.08%0.11%0.23%Q4 2019Q4 20205
Fieldpoint Private Securities, LLC 550.00%0.10%0.49%Q2 2021Q2 20225
THRIVENT FINANCIAL FOR LUTHERANS 550.00%0.00%0.00%Q3 2022Q3 20235
Gemmer Asset Management LLC 410.00%0.17%0.43%Q1 2017Q1 20195
Keystone Financial Planning, Inc. 550.33%0.72%2.15%Q4 2013Q4 20145
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q2 20175
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2020Q3 20215
Gupta Wealth Management LLC 551.39%1.73%2.39%Q1 2015Q1 20165
Beacon Pointe Wealth Advisors, LLC 550.20%0.27%0.39%Q4 2018Q4 20195
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
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
CIBC Private Wealth Group, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Diversified, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
NORTHSTAR WEALTH PARTNERS LLC 410.17%0.84%1.07%Q1 2017Q3 20205
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Essex Financial Services, Inc. 550.01%0.02%0.03%Q1 2022Q1 20235
CVA Family Office, LLC 410.01%0.14%0.41%Q4 2019Q3 20215
Argentus Capital Management, LLC 550.00%0.02%0.08%Q3 2015Q3 20165
BESSEMER GROUP INC 550.00%0.00%0.00%Q3 2021Q3 20225
Rudd International, Inc. 550.14%0.15%0.16%Q4 2018Q4 20195
FOUNDERS FINANCIAL SECURITIES LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.00%0.04%0.15%Q4 2018Q1 20215
Crewe Advisors LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Formidable Asset Management, LLC 310.63%1.10%1.60%Q4 2017Q2 20195
Evercore Wealth Management, LLC 410.00%0.00%0.01%Q2 2015Q4 20175
Pasadena Private Wealth, LLC 551.28%1.72%2.00%Q4 2020Q4 20215
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Aspire Wealth Management Corp 550.00%0.03%0.04%Q4 2021Q4 20225
Monterey Private Wealth, Inc. 550.48%0.71%1.14%Q4 2019Q4 20205
HB Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Gradient Investments LLC 320.00%0.00%0.00%Q1 2017Q1 20235
Placemark Investments, Inc. 550.05%0.10%0.16%Q4 2013Q4 20145
FOUNDERS BANK & TRUST 550.01%0.01%0.02%Q2 2013Q2 20145
DAVENPORT & Co LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Endurance Wealth Management, Inc. 440.01%0.01%0.01%Q3 2022Q2 20234
Clarus Wealth Advisors 440.01%0.02%0.04%Q2 2018Q1 20194
Meristem Family Wealth, LLC 440.04%0.05%0.06%Q2 2021Q1 20224
Nalls Sherbakoff Group, LLC 310.00%0.03%0.12%Q4 2018Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
TOWER TRUST Co 440.42%0.54%0.71%Q2 2013Q1 20144
CPWM, LLC 440.06%0.07%0.07%Q1 2019Q4 20194
Strategic Wealth Partners, Ltd. 440.03%0.04%0.04%Q1 2018Q4 20184
Colonial Trust Co / SC 440.04%0.04%0.04%Q4 2022Q3 20234
Evensky & Katz LLC 440.00%0.00%0.00%Q1 2019Q4 20194
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Private Wealth Advisors, LLC 440.40%0.48%0.55%Q4 2020Q3 20214
Fernwood Investment Management, LLC 220.11%0.12%0.12%Q2 2018Q2 20194
Austin Private Wealth, LLC 440.15%0.30%0.40%Q4 2019Q3 20204
New Hampshire Trust 440.09%0.10%0.10%Q4 2022Q3 20234
Sandy Spring Bank 310.00%0.00%0.01%Q1 2015Q4 20214
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q2 2021Q1 20224
PIN OAK INVESTMENT ADVISORS INC 440.03%0.06%0.08%Q2 2019Q1 20204
Apexium Financial, LP 220.02%0.41%0.82%Q4 2019Q4 20224
Corient Private Wealth LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Kades & Cheifetz LLC 442.45%2.50%2.59%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q1 2018Q4 20184
PETRA FINANCIAL ADVISORS INC 440.62%0.72%0.83%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
M Holdings Securities, Inc. 210.05%0.12%0.26%Q4 2016Q1 20204
PATHSTONE FAMILY OFFICE, LLC 220.06%0.07%0.08%Q1 2017Q2 20194
Patten Group, Inc. 310.00%0.00%0.00%Q4 2014Q4 20154
Sebold Capital Management, Inc. 440.31%0.32%0.34%Q4 2022Q3 20234
SIENA CAPITAL LLC 440.12%0.13%0.14%Q4 2021Q3 20224
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Red Cedar Capital, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Advisors Preferred, LLC 220.39%1.48%2.99%Q4 2013Q3 20164
SMITH, MOORE & CO. 440.06%0.07%0.07%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.33%0.86%1.10%Q4 2019Q3 20204
EXENCIAL WEALTH ADVISORS, LLC 220.01%0.02%0.03%Q4 2021Q3 20234
Running Point Capital Advisors, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
Bell Investment Advisors, Inc 220.01%0.01%0.01%Q3 2021Q3 20224
Resurgent Financial Advisors LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Fluent Financial, LLC 441.19%1.99%2.78%Q4 2017Q3 20184
Proficio Capital Partners LLC 440.01%0.01%0.02%Q3 2017Q2 20184
Stanford Investment Group, Inc. 440.04%0.04%0.04%Q1 2016Q4 20164
THOROUGHBRED FINANCIAL SERVICES, LLC 310.07%0.09%0.11%Q1 2019Q1 20204
Sharper & Granite LLC 440.64%0.70%0.80%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.11%0.11%0.12%Q4 2022Q3 20234
FundX Investment Group, LLC 440.96%3.78%6.32%Q2 2016Q1 20174
NORTHWEST WEALTH MANAGEMENT, LLC 440.06%0.07%0.07%Q1 2018Q4 20184
GIRARD SECURITIES, INC. 440.20%0.30%0.35%Q4 2016Q3 20174
Mirador Capital Partners LP 220.06%0.11%0.21%Q2 2019Q2 20234
Arkadios Wealth Advisors 440.00%0.01%0.01%Q4 2020Q3 20214
NORTHERN TRUST CORP 440.00%0.00%0.00%Q4 2017Q3 20184
Keudell/Morrison Wealth Management 441.78%1.90%2.03%Q1 2019Q4 20194
KARLINSKI ANDREW C 440.01%0.01%0.02%Q4 2021Q3 20224
Ifrah Financial Services, Inc. 440.15%0.15%0.16%Q2 2016Q1 20174
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
CNB Bank 210.00%0.00%0.01%Q2 2020Q2 20234
FFG RETIREMENT ADVISORS LLC 440.75%1.50%2.21%Q4 2022Q3 20234
Plante Moran Financial Advisors, LLC 440.01%0.02%0.03%Q3 2016Q2 20174
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
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q4 2017Q2 20224
Destiny Wealth Partners, LLC 220.00%0.00%0.01%Q4 2020Q4 20214
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q1 2013Q1 20154
QUADRANT CAPITAL GROUP LLC 330.00%0.01%0.03%Q4 2019Q2 20203
PFG Investments, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Planning Solutions Group LLC 330.35%0.37%0.38%Q4 2018Q2 20193
ADAMSBROWN WEALTH CONSULTANTS LLC 330.17%0.32%0.45%Q4 2021Q2 20223
Capstone Triton Financial Group, LLC 330.92%1.00%1.16%Q4 2020Q2 20213
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q4 20193
Legacy Advisors, LLC 210.00%0.01%0.02%Q2 2017Q2 20183
MATHER GROUP, LLC. 330.01%0.01%0.01%Q1 2023Q3 20233
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q1 2020Q3 20203
Essex Savings Bank 330.06%0.06%0.06%Q4 2018Q2 20193
Carnick & Kubik, LLC 330.12%0.21%0.26%Q3 2015Q1 20163
STEEL GROVE CAPITAL ADVISORS, LLC 330.07%0.09%0.14%Q3 2013Q1 20143
DAVIDSON & GARRARD INC 330.08%0.09%0.10%Q1 2017Q3 20173
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
Kavar Capital Partners, LLC 210.02%0.02%0.03%Q1 2018Q2 20193
Cedar Brook Financial Partners, LLC 210.05%0.06%0.07%Q1 2021Q1 20223
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
EnTrustPermal Management LLC 333.32%3.57%3.80%Q3 2013Q1 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.06%0.07%0.08%Q4 2017Q3 20183
BAROMETER CAPITAL MANAGEMENT INC. 210.17%0.19%0.22%Q4 2013Q4 20163
Avior Wealth Management, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
LAKE STREET PRIVATE WEALTH, LLC 330.04%0.06%0.07%Q4 2021Q2 20223
Ackerman Capital Advisors, LLC 210.10%0.10%0.10%Q2 2017Q1 20183
ICA Group Wealth Management, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
IBERIABANK CORP 210.03%0.06%0.12%Q3 2017Q4 20193
H&H Retirement Design & Management INC 332.83%2.96%3.07%Q1 2023Q3 20233
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2016Q3 20183
EAGLE GLOBAL ADVISORS LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Householder Group Estate & Retirement Specialist, LLC 110.03%0.04%0.05%Q3 2022Q3 20233
TWO SIGMA SECURITIES, LLC 110.01%0.14%0.41%Q3 2017Q3 20213
Novak Financial Planning, LLC 330.13%0.16%0.19%Q4 2020Q2 20213
Ally Invest Advisors Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Alpha Omega Wealth Management LLC 210.01%0.01%0.01%Q1 2017Q2 20193
GPS Wealth Strategies Group, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
PATTON ALBERTSON MILLER GROUP, LLC 330.09%0.09%0.09%Q2 2019Q4 20193
CAPITAL ONE FINANCIAL CORP 330.03%0.09%0.15%Q1 2020Q3 20203
AlphaCore Capital LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Acorn Wealth Advisors, LLC 330.09%0.09%0.10%Q4 2017Q2 20183
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
ACG Wealth 210.00%0.03%0.05%Q4 2019Q2 20223
Cornerstone Planning Group LLC 210.06%0.12%0.16%Q4 2022Q3 20233
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
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
BIP Wealth, LLC 330.56%0.64%0.78%Q1 2023Q3 20233
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
Marion Wealth Management 330.12%0.14%0.16%Q4 2021Q2 20223
Founders Financial Alliance, LLC 210.00%0.01%0.02%Q3 2020Q2 20223
Gallagher Fiduciary Advisors, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Epstein & White Financial LLC 330.17%0.68%1.55%Q4 2017Q2 20183
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Passive Capital Management, LLC. 220.11%0.11%0.12%Q4 2021Q1 20222
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CFO4Life, L.P. 222.09%2.14%2.20%Q1 2015Q2 20152
Apriem Advisors 110.00%0.00%0.01%Q3 2014Q1 20152
CoreCap Advisors, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
COMERICA BANK 110.01%0.01%0.01%Q3 2013Q3 20232
Rooted Wealth Advisors, Inc. 220.73%0.76%0.79%Q4 2022Q1 20232
Hilltop Partners LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Alera Investment Advisors, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
CFS Investment Advisory Services, LLC 110.00%0.01%0.01%Q1 2022Q3 20222
Independent Portfolio Consultants, Inc. 110.04%0.12%0.19%Q4 2014Q4 20152
Madden Advisory Services, Inc. 220.02%0.02%0.02%Q2 2015Q3 20152
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Frontier Wealth Management LLC 220.06%0.10%0.14%Q1 2015Q2 20152
Blue Trust, Inc. 220.00%0.02%0.05%Q2 2023Q3 20232
Abacus Wealth Partners, LLC 220.08%0.12%0.16%Q1 2021Q2 20212
Y.D. More Investments Ltd 220.01%0.01%0.02%Q1 2023Q2 20232
CreativeOne Wealth, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Tortoise Investment Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
BlackDiamond Wealth Management, LLC 220.77%0.80%0.83%Q3 2022Q4 20222
Mutual Advisors, LLC 110.01%0.10%0.18%Q1 2018Q4 20222
Harel Insurance Investments & Financial Services Ltd. 220.01%0.01%0.01%Q3 2016Q4 20162
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
FLPUTNAM INVESTMENT MANAGEMENT CO 220.02%0.02%0.02%Q3 2019Q4 20192
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Burt Wealth Advisors 220.01%0.01%0.01%Q3 2016Q4 20162
Capital Asset Advisory Services LLC 110.01%0.01%0.02%Q4 2019Q4 20202
Hoover Financial Advisors, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
Venturi Wealth Management, LLC 110.00%0.07%0.14%Q2 2022Q1 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
LexAurum Advisors, LLC 220.23%0.23%0.23%Q3 2019Q4 20192
Transamerica Financial Advisors, Inc. 220.00%0.03%0.06%Q1 2015Q2 20152
Waldron Private Wealth LLC 220.14%0.29%0.45%Q2 2018Q3 20182
Simplicity Solutions, LLC 220.05%0.06%0.06%Q3 2019Q4 20192
Pinnacle Advisory Group, Inc. 220.02%0.02%0.02%Q1 2017Q2 20172
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
SageView Advisory Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Yellowstone Partners, LLC 220.15%0.15%0.15%Q1 2015Q2 20152
Guild Investment Management, Inc. 113.44%5.63%7.82%Q3 2014Q4 20162
Firestone Capital Management 220.04%0.04%0.05%Q4 2019Q1 20202
Polaris Wealth Advisory Group, LLC 220.13%0.24%0.35%Q4 2015Q1 20162
ADIRONDACK RETIREMENT SPECIALISTS, INC. 220.07%0.07%0.08%Q1 2023Q2 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
OneAscent Financial Services LLC 220.46%0.50%0.55%Q2 2022Q3 20222
Trilogy Capital Inc. 110.02%0.02%0.02%Q1 2021Q2 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.04%0.06%Q2 2022Q3 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Ironsides Asset Advisors, LLC 220.13%0.13%0.14%Q4 2017Q1 20182
Merriman Wealth Management, LLC 111.33%1.62%1.92%Q3 2016Q1 20192
INVENIO WEALTH PARTNERS LLC 221.73%2.46%3.20%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
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
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Partnervest Advisory Services LLC 110.08%0.08%0.08%Q3 2018Q3 20181
FIRST HORIZON CORP 110.01%0.01%0.01%Q3 2020Q3 20201
CUMBERLAND ADVISORS INC 112.34%2.34%2.34%Q4 2014Q4 20141
HWG Holdings LP 110.01%0.01%0.01%Q2 2018Q2 20181
First Personal Financial Services 110.00%0.00%0.00%Q3 2019Q3 20191
New World Advisors LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
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
KerberRose Wealth Management, LLC 110.56%0.56%0.56%Q2 2022Q2 20221
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
Pointe Capital Management LLC 115.14%5.14%5.14%Q4 2016Q4 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
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q1 2016Q1 20161
US FINANCIAL ADVISORS, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
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
HOWARD WEALTH MANAGEMENT, LLC 110.33%0.33%0.33%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q2 2016Q2 20161
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Independent Advisor Alliance 110.03%0.03%0.03%Q1 2017Q1 20171
MADRONA FUNDS, LLC 110.18%0.18%0.18%Q3 2019Q3 20191
CX Institutional 110.01%0.01%0.01%Q2 2022Q2 20221
WealthOne, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Atlas Private Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Field & Main Bank 110.00%0.00%0.00%Q4 2020Q4 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
LCNB CORP 110.21%0.21%0.21%Q4 2016Q4 20161
HOEY INVESTMENTS, INC 110.02%0.02%0.02%Q4 2019Q4 20191
Farmers National Bank 110.04%0.04%0.04%Q2 2019Q2 20191
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ORG Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTEGRATED CAPITAL MANAGEMENT, INC. 110.45%0.45%0.45%Q2 2021Q2 20211
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2017Q4 20171
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Hunter Perkins Capital Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Lindbrook Capital, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Claro Advisors LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Johanson Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
HIGH POINT BANK & TRUST CO 110.02%0.02%0.02%Q4 2016Q4 20161
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q1 2015Q1 20151
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Nauset Wealth Management. LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Retirement Group, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
L. Roy Papp & Associates, LLP 110.06%0.06%0.06%Q1 2016Q1 20161
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
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
Prospera Financial Services Inc 110.00%0.00%0.00%Q2 2022Q2 20221
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Gallagher Benefit Services, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
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
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Cresset Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Arlington Partners LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Inscription Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Rockbridge Investment Management, LCC 110.04%0.04%0.04%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Savant Capital, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2022Q3 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q1 2017Q1 20171
Lido Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
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
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WealthTrust Asset Management, LLC 111.54%1.54%1.54%Q2 2021Q2 20211
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
External links

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