WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1820.00%0.00%0.00%Q1 2014Q3 202350
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.07%Q2 2013Q3 202342
Smithfield Trust Co 41410.01%0.02%0.06%Q3 2013Q3 202341
LPL Financial LLC 41410.00%0.16%0.38%Q3 2013Q3 202341
WELLS FARGO & COMPANY/MN 39390.00%0.01%0.02%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
Private Advisor Group, LLC 37370.01%0.30%0.83%Q3 2014Q3 202337
UBS Group AG 36360.01%0.03%0.04%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1110.00%0.00%0.02%Q4 2014Q3 202336
Ancora Advisors LLC 35350.05%0.16%0.89%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 35350.00%0.03%0.07%Q1 2015Q3 202335
Relative Value Partners Group, LLC 34340.31%2.61%3.74%Q2 2015Q3 202334
Fiduciary Group LLC 34340.50%0.89%1.41%Q2 2015Q3 202334
SYNOVUS FINANCIAL CORP 34340.04%0.06%0.11%Q2 2015Q3 202334
HighTower Advisors, LLC 22110.02%0.24%0.33%Q2 2015Q3 202333
Janney Montgomery Scott LLC 2940.01%0.06%0.15%Q2 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.02%0.11%0.19%Q3 2015Q3 202333
CAPITAL MANAGEMENT CORP /VA 32320.06%0.09%0.12%Q1 2015Q4 202232
Colorado Capital Management, Inc. 32320.48%0.55%0.68%Q4 2015Q3 202332
Cetera Advisor Networks LLC 21110.03%0.22%0.63%Q3 2015Q3 202332
US BANCORP \DE\ 32320.00%0.00%0.00%Q4 2015Q3 202332
ALBION FINANCIAL GROUP /UT 22100.14%0.54%0.81%Q3 2015Q3 202332
Country Club Trust Company, n.a. 20120.13%0.31%0.55%Q4 2013Q4 202132
PNC FINANCIAL SERVICES GROUP, INC. 31310.01%0.60%1.29%Q1 2016Q3 202331
LVM CAPITAL MANAGEMENT LTD/MI 2830.51%1.79%2.45%Q4 2015Q3 202331
OPTIMUM INVESTMENT ADVISORS 2920.00%0.23%0.54%Q4 2014Q3 202231
J.P. Morgan Private Wealth Advisors LLC 31310.02%0.05%0.13%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.28%1.33%Q4 2015Q3 202331
INTERACTIVE FINANCIAL ADVISORS, INC. 31310.14%0.35%0.95%Q1 2016Q3 202331
Private Wealth Advisors, Inc. 31310.24%0.70%0.97%Q2 2013Q4 202031
USCA RIA LLC 31310.02%0.16%1.20%Q4 2013Q2 202131
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.04%Q4 2015Q3 202330
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.00%0.02%0.04%Q2 2016Q3 202330
BOSTON FINANCIAL MANGEMENT LLC 30300.44%1.77%2.34%Q2 2016Q3 202330
Montecito Bank & Trust 30300.14%0.33%0.69%Q3 2016Q4 202330
Geneos Wealth Management Inc. 15140.00%0.02%0.08%Q1 2016Q3 202329
Tower Research Capital LLC (TRC) 1210.00%0.02%0.10%Q1 2014Q1 202329
Clearwater Capital Advisors, LLC 2724.50%6.79%9.05%Q2 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
HENGEHOLD CAPITAL MANAGEMENT LLC 29290.16%0.87%1.54%Q3 2016Q3 202329
Capital Advisors, Ltd. LLC 28280.02%0.04%0.05%Q4 2016Q3 202328
Creative Planning 2080.00%0.01%0.04%Q3 2015Q3 202328
Sequoia Financial Advisors, LLC 28280.21%0.86%1.67%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.03%0.11%Q4 2016Q3 202328
FIFTH THIRD BANCORP 28280.00%0.00%0.00%Q4 2016Q3 202328
COLONY GROUP LLC 28280.02%0.04%0.07%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.01%0.12%0.53%Q4 2016Q3 202328
EisnerAmper Wealth Management Corporate Benefits, LLC 28283.73%5.48%6.35%Q1 2017Q4 202328
Garrison Asset Management, LLC 28280.13%0.28%0.37%Q4 2016Q3 202328
OPPENHEIMER & CO INC 28280.01%0.02%0.06%Q4 2016Q3 202328
Carroll Financial Associates, Inc. 28280.04%1.94%5.11%Q1 2015Q4 202128
JPMORGAN CHASE & CO 27270.00%0.00%0.00%Q1 2017Q3 202327
NOVARE CAPITAL MANAGEMENT LLC 27270.03%0.10%0.19%Q1 2017Q3 202327
GW HENSSLER & ASSOCIATES LTD 27270.02%0.04%0.07%Q1 2017Q3 202327
BROWN ADVISORY INC 26260.00%0.00%0.00%Q2 2017Q3 202326
CITIGROUP INC 2110.00%0.00%0.00%Q3 2013Q3 202326
Steward Partners Investment Advisory, LLC 1970.00%0.02%0.04%Q1 2017Q3 202326
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
IHT Wealth Management, LLC 26260.01%0.28%0.59%Q2 2017Q3 202326
Sigma Planning Corp 2240.01%0.01%0.02%Q1 2017Q3 202326
ARCADIA INVESTMENT MANAGEMENT CORP/MI 25250.00%0.01%0.04%Q4 2016Q4 202225
Patriot Financial Group Insurance Agency, LLC 1780.01%0.09%0.19%Q4 2016Q3 202325
Rehmann Capital Advisory Group 1520.04%0.12%0.20%Q4 2016Q3 202325
Koshinski Asset Management, Inc. 1610.05%0.08%0.23%Q4 2015Q3 202325
DELTEC ASSET MANAGEMENT LLC 25250.07%0.09%0.13%Q3 2017Q3 202325
Citadel Advisors 710.00%0.00%0.00%Q3 2015Q3 202325
Triangle Securities Wealth Management 25250.12%0.20%0.32%Q3 2017Q3 202325
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q3 2015Q3 202325
Legacy Private Trust Co. 25250.02%0.03%0.03%Q3 2017Q3 202325
Raymond James Financial Services Advisors, Inc. 1910.01%0.20%0.39%Q2 2013Q3 202324
Homrich & Berg 24240.26%0.52%0.70%Q4 2015Q3 202124
RMB Capital Management, LLC 24240.29%0.46%0.55%Q4 2017Q3 202324
BEACON FINANCIAL GROUP 24242.80%5.60%7.84%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.06%0.10%Q4 2017Q3 202324
Chicago Partners Investment Group LLC 1540.01%0.04%0.07%Q2 2016Q3 202324
Wharton Business Group, LLC 1590.03%0.04%0.06%Q3 2017Q3 202324
Prospera Financial Services Inc 24240.01%0.05%0.14%Q4 2017Q3 202324
HUNTINGTON NATIONAL BANK 12110.00%0.00%0.01%Q3 2017Q3 202323
Allen Capital Group, LLC 2030.11%0.61%2.62%Q4 2017Q3 202323
BRYN MAWR TRUST Co 1490.01%0.12%0.29%Q4 2017Q3 202323
Providence Capital Advisors, LLC 13100.00%0.01%0.04%Q4 2017Q3 202323
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1030.00%0.00%0.00%Q4 2013Q3 202323
TAIYO LIFE INSURANCE CO 23234.17%11.25%22.96%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 2120.00%0.08%0.16%Q4 2017Q3 202323
MML INVESTORS SERVICES, LLC 23230.01%0.03%0.06%Q1 2018Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 23230.07%0.32%0.62%Q1 2018Q3 202323
Asset Dedication, LLC 23230.01%0.02%0.09%Q1 2018Q3 202323
SILVERCREST ASSET MANAGEMENT GROUP LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
Allworth Financial LP 2110.00%0.00%0.01%Q3 2017Q1 202322
Brinker Capital Investments, LLC 2020.00%0.04%0.07%Q1 2015Q2 202122
One Capital Management, LLC 22222.84%3.88%5.19%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.10%0.32%Q4 2014Q3 202322
SIGNATUREFD, LLC 22220.00%0.01%0.09%Q2 2018Q3 202322
First Horizon Advisors, Inc. 22220.01%0.02%0.05%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.20%0.27%0.44%Q2 2018Q3 202322
LINCOLN NATIONAL CORP 1120.01%0.03%0.07%Q1 2016Q3 202322
DAIDO LIFE INSURANCE CO 22220.44%1.29%2.18%Q1 2018Q2 202322
CAHILL FINANCIAL ADVISORS INC 21210.09%0.94%2.87%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
Jacobi Capital Management LLC 21210.00%0.00%0.00%Q2 2016Q2 202121
Good Life Advisors, LLC 21210.61%1.04%1.76%Q3 2018Q3 202321
Covenant Asset Management, LLC 21210.07%0.10%0.13%Q3 2018Q3 202321
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.07%0.15%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1920.00%0.02%0.04%Q4 2016Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.02%0.09%Q4 2014Q4 201921
Prime Capital Investment Advisors, LLC 21210.43%0.81%1.55%Q3 2018Q3 202321
EATON VANCE MANAGEMENT 2010.00%0.00%0.00%Q4 2016Q3 202221
HOWARD FINANCIAL SERVICES, LTD. 20200.29%1.28%3.45%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.27%0.47%0.79%Q4 2018Q3 202320
Capital Planning Advisors, LLC 20200.88%1.43%2.23%Q4 2018Q3 202320
Barrett Asset Management, LLC 20200.00%0.00%0.00%Q1 2017Q4 202120
Outlook Wealth Advisors, LLC 20200.12%1.21%5.06%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1640.17%0.53%0.99%Q2 2017Q3 202220
Baird Financial Group, Inc. 1820.00%0.00%0.01%Q3 2016Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Northeast Financial Consultants Inc 20200.07%0.09%0.12%Q4 2018Q3 202320
JFS WEALTH ADVISORS, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.04%0.10%0.20%Q4 2018Q3 202320
CWM, LLC 1280.00%0.00%0.05%Q3 2018Q3 202320
RVW Wealth, LLC 20201.83%4.47%5.87%Q1 2019Q4 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
BROOKS, MOORE & ASSOCIATES, INC. 20200.60%1.22%1.69%Q4 2018Q3 202320
REGIONS FINANCIAL CORP 1360.00%0.01%0.01%Q4 2017Q3 202319
Lantz Financial LLC 19190.82%1.77%2.71%Q1 2019Q3 202319
CNB Bank 19190.03%0.06%0.07%Q1 2019Q3 202319
MONECO Advisors, LLC 19190.22%0.37%0.72%Q1 2019Q3 202319
AE Wealth Management LLC 19190.00%0.10%0.45%Q1 2019Q3 202319
PFG Advisors 19190.03%0.04%0.07%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Rockefeller Capital Management L.P. 19190.01%0.04%0.13%Q1 2019Q3 202319
Capital Analysts, LLC 1620.00%0.04%0.07%Q2 2018Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Windsor Wealth Management, Inc. 1440.07%0.32%0.63%Q4 2018Q3 202318
FinTrust Capital Advisors, LLC 18180.02%0.10%0.33%Q2 2019Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.13%0.65%Q2 2019Q3 202318
Glenview Trust Co 18180.01%0.02%0.02%Q2 2019Q3 202318
Cetera Advisors LLC 18180.11%0.18%0.27%Q2 2019Q3 202318
First Heartland Consultants, Inc. 18180.04%0.14%0.24%Q2 2019Q3 202318
Western Wealth Management, LLC 1080.08%0.18%0.43%Q1 2019Q3 202318
Laurel Wealth Advisors LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
Stratos Investment Management, LLC 18182.59%4.49%5.44%Q2 2019Q3 202318
SIGNET FINANCIAL MANAGEMENT, LLC 1530.00%0.09%0.22%Q1 2018Q3 202318
HBW ADVISORY SERVICES LLC 17170.08%1.34%4.84%Q3 2019Q3 202317
Well Done, LLC 1510.02%0.09%0.18%Q1 2018Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.02%0.24%Q3 2019Q3 202317
Investors Research Corp 17170.01%0.01%0.01%Q1 2019Q1 202317
Jacobus Wealth Management, Inc. 17170.28%2.48%4.17%Q3 2013Q3 201717
Almanack Investment Partners, LLC. 1310.08%0.24%0.38%Q2 2018Q3 202317
Merit Financial Group, LLC 17170.10%0.26%0.76%Q3 2019Q3 202317
CAPTRUST FINANCIAL ADVISORS 1430.00%0.02%0.04%Q1 2019Q3 202317
First Allied Advisory Services, Inc. 17170.01%0.11%0.43%Q3 2016Q3 202017
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.05%0.18%Q3 2019Q3 202317
Global Retirement Partners, LLC 1070.00%0.03%0.07%Q2 2019Q3 202317
B. Riley Wealth Advisors, Inc. 640.01%0.05%0.15%Q3 2018Q3 202316
Live Your Vision, LLC 16163.02%4.54%5.35%Q2 2015Q1 201916
CVA Family Office, LLC 16160.15%0.32%0.66%Q4 2019Q3 202316
Aspen Investment Management Inc 16160.22%1.08%1.82%Q1 2016Q4 201916
Prestige Wealth Management Group LLC 16160.00%10.54%14.18%Q4 2019Q3 202316
TRUST CO OF VERMONT 910.00%0.00%0.00%Q2 2019Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.03%0.04%Q4 2019Q3 202316
WealthPLAN Partners, LLC 920.00%0.08%0.13%Q2 2016Q4 202316
Arete Wealth Advisors, LLC 1240.02%0.07%0.49%Q1 2019Q2 202316
Bank of New York Mellon Corp 710.00%0.00%0.01%Q4 2016Q3 202316
Occidental Asset Management, LLC 16160.20%0.43%0.56%Q3 2019Q2 202316
West Oak Capital, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16160.53%1.16%2.42%Q4 2019Q3 202316
Kovack Advisors, Inc. 810.04%0.30%0.72%Q3 2015Q4 201916
Pacifica Partners Inc. 16160.00%0.01%0.01%Q1 2020Q4 202316
Equitable Holdings, Inc. 16160.14%0.34%0.65%Q4 2019Q3 202316
Wealthspire Advisors, LLC 16160.02%0.28%0.56%Q4 2019Q3 202316
MUFG Americas Holdings Corp 16160.01%0.01%0.01%Q4 2018Q3 202216
RFG Advisory, LLC 1510.04%0.08%0.35%Q2 2015Q3 202316
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16160.01%0.12%0.17%Q3 2017Q2 202116
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16163.10%4.01%4.95%Q4 2019Q3 202316
FOUNDERS FINANCIAL SECURITIES LLC 1010.04%0.38%0.82%Q3 2018Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.02%Q4 2019Q3 202316
1832 Asset Management L.P. 15150.01%0.02%0.02%Q1 2020Q3 202315
Savant Capital, LLC 15150.57%1.76%3.99%Q1 2020Q3 202315
CIBC WORLD MARKET INC. 1140.00%0.00%0.00%Q4 2019Q3 202315
Bouchey Financial Group Ltd 15152.81%3.86%4.37%Q1 2020Q3 202315
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q3 2014Q3 202315
Mayfair Advisory Group, LLC 1410.40%0.53%0.78%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.06%0.09%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.11%0.54%Q4 2019Q3 202315
ZEVIN ASSET MANAGEMENT LLC 15150.04%0.06%0.08%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 15150.03%0.06%0.17%Q1 2020Q3 202315
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15150.01%0.08%0.17%Q4 2017Q2 202115
Meridian Financial Partners LLC 15151.46%2.32%4.35%Q1 2020Q3 202315
SHEETS SMITH WEALTH MANAGEMENT 15150.22%0.40%0.54%Q1 2020Q3 202315
NEXT Financial Group, Inc 1110.01%0.05%0.06%Q2 2017Q4 202115
Beaumont Financial Partners, LLC 15150.02%0.21%0.82%Q1 2019Q3 202215
TD Capital Management LLC 15150.13%0.35%0.82%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.11%Q2 2016Q4 201915
Cetera Investment Advisers 15150.18%0.46%0.73%Q1 2020Q3 202315
NewSquare Capital LLC 14140.02%0.09%0.18%Q2 2020Q3 202314
ACG Wealth 14140.16%0.64%1.33%Q2 2019Q3 202214
COLTON GROOME FINANCIAL ADVISORS, LLC 720.14%1.85%7.79%Q2 2019Q3 202314
Private Portfolio Partners LLC 810.06%0.08%0.10%Q3 2019Q3 202314
TWIN FOCUS CAPITAL PARTNERS, LLC 14140.06%0.08%0.14%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.06%0.07%0.11%Q2 2020Q3 202314
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14140.01%0.15%0.26%Q2 2015Q3 201814
Cresset Asset Management, LLC 1220.00%0.02%0.04%Q4 2018Q3 202314
Global Strategic Investment Solutions, LLC 14140.01%0.06%0.13%Q2 2020Q3 202314
MENLO ADVISORS LLC 14140.26%0.63%1.22%Q2 2020Q3 202314
Blue Edge Capital, LLC 1310.26%2.90%3.53%Q4 2017Q3 202314
Ellis Investment Partners, LLC 14140.02%0.03%0.04%Q2 2019Q3 202214
JT Stratford LLC 14140.17%0.30%0.61%Q2 2020Q3 202314
Capital Investment Advisory Services, LLC 860.01%0.21%0.40%Q4 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.21%0.44%0.90%Q4 2019Q3 202314
Focused Wealth Management, Inc 14140.00%0.00%0.00%Q2 2020Q3 202314
TRUST CO OF VIRGINIA /VA 14140.09%0.11%0.15%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 710.01%0.11%0.20%Q2 2019Q3 202314
Citizens National Bank Trust Department 14140.81%0.97%1.21%Q2 2020Q3 202314
Baker Avenue Asset Management, LP 1040.00%0.17%0.47%Q1 2019Q3 202314
SCOTIA CAPITAL INC. 1220.00%0.00%0.00%Q4 2019Q3 202314
Private Wealth Strategies, L.L.C. 14143.61%9.20%11.15%Q2 2020Q3 202314
Arkadios Wealth Advisors 14140.01%0.10%0.41%Q4 2019Q1 202314
TSFG, LLC 14140.01%0.05%0.07%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Renaissance Technologies 410.00%0.00%0.01%Q4 2017Q3 202314
Mirador Capital Partners LP 950.09%0.14%0.17%Q4 2016Q2 202014
Hilltop Holdings Inc. 14140.07%0.10%0.13%Q2 2020Q3 202314
Proficio Capital Partners LLC 14140.02%0.03%0.05%Q1 2016Q2 201914
Financial Advocates Investment Management 850.03%0.16%0.37%Q4 2017Q3 202313
Mirae Asset Global Investments Co., Ltd. 13130.01%0.01%0.02%Q3 2020Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.01%0.02%Q1 2020Q3 202313
Sanchez Wealth Management Group 13130.14%2.36%4.55%Q3 2020Q3 202313
Advisory Services Network, LLC 610.00%0.01%0.02%Q1 2017Q3 202313
Ausdal Financial Partners, Inc. 13130.26%0.32%0.46%Q3 2020Q3 202313
Financial Architects, Inc 13130.00%0.00%0.00%Q2 2017Q2 202013
GPS Wealth Strategies Group, LLC 13130.12%2.26%7.54%Q3 2020Q3 202313
BlackRock Inc. 13130.00%0.00%0.00%Q4 2015Q4 201813
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.16%0.35%Q3 2020Q3 202313
Moloney Securities Asset Management, LLC 13130.22%0.59%0.74%Q3 2020Q3 202313
Fragasso Group Inc. 13130.08%0.12%0.17%Q4 2020Q4 202313
Kestra Advisory Services, LLC 13130.27%0.34%0.44%Q3 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.03%0.09%0.23%Q3 2020Q3 202313
BANK HAPOALIM BM 13130.01%0.25%0.61%Q4 2017Q4 202013
D.A. DAVIDSON & CO. 1030.00%0.03%0.12%Q1 2015Q3 202313
GLENMEDE TRUST CO NA 810.00%0.00%0.01%Q2 2018Q3 202313
WOLFF WIESE MAGANA LLC 12120.02%0.02%0.06%Q4 2020Q3 202312
Ahrens Investment Partners LLC 810.02%0.25%0.98%Q1 2018Q1 202312
Sound Income Strategies, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.66%0.81%1.24%Q4 2020Q3 202312
PINNACLE ASSOCIATES LTD 840.00%0.00%0.01%Q3 2020Q3 202312
Legacy Wealth Planning, LLC 12120.23%11.40%16.01%Q4 2019Q3 202212
Galvin, Gaustad & Stein, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
Spectrum Wealth Advisory Group, LLC 12120.23%0.29%0.38%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12120.23%3.19%5.26%Q4 2020Q3 202312
THOROUGHBRED FINANCIAL SERVICES, LLC 750.07%0.12%0.20%Q1 2020Q3 202312
Latitude Advisors, LLC 12120.23%0.53%1.02%Q4 2020Q3 202312
RMR Wealth Builders 1110.07%0.11%0.16%Q3 2020Q3 202312
Bigelow Investment Advisors, LLC 12120.11%0.12%0.14%Q4 2020Q3 202312
Tranquility Partners, LLC 12120.13%0.20%0.28%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.02%0.02%0.06%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
NORTHERN TRUST CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Mutual Advisors, LLC 750.02%0.03%0.03%Q2 2020Q3 202312
Insight Advisors, LLC/ PA 12120.82%1.11%1.26%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.16%0.37%0.51%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.19%0.43%2.19%Q4 2020Q3 202312
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 610.00%0.00%0.00%Q3 2013Q2 202012
ProVise Management Group, LLC 840.03%0.22%0.42%Q3 2017Q4 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.03%0.04%Q4 2018Q3 202112
Clearview Wealth Advisors LLC 12120.14%0.37%0.64%Q4 2020Q3 202312
Gladstone Institutional Advisory LLC 1110.06%0.17%0.33%Q4 2019Q3 202312
Commonwealth Equity Services, Inc 11110.00%0.01%0.01%Q1 2015Q3 201711
Charter Oak Capital Management, LLC 740.01%0.02%0.03%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
TOWNSQUARE CAPITAL LLC 11110.83%1.23%1.93%Q1 2021Q3 202311
Bluesphere Advisors, LLC 11110.21%0.24%0.26%Q1 2021Q3 202311
Westside Investment Management, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
MEITAV INVESTMENT HOUSE LTD 11110.00%0.01%0.01%Q1 2021Q3 202311
INVESTMENT SECURITY GROUP INC /CO/ /ADV 111112.60%17.59%19.99%Q1 2019Q3 202111
Wealthcare Advisory Partners LLC 610.00%0.05%0.11%Q1 2020Q3 202311
Slow Capital, Inc. 1010.10%0.13%0.22%Q1 2019Q4 202111
KB FINANCIAL PARTNERS, LLC 11117.00%8.58%10.32%Q1 2021Q3 202311
Fortis Advisors, LLC 11110.05%0.13%0.22%Q3 2017Q1 202011
AdvisorNet Financial, Inc 1010.00%0.00%0.00%Q3 2020Q3 202311
MBA Advisors LLC 11111.89%3.06%3.65%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 510.01%0.03%0.09%Q4 2017Q2 202111
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Main Street Financial Solutions, LLC 650.07%0.69%1.90%Q4 2020Q3 202311
Piscataqua Savings Bank 11110.07%0.08%0.08%Q1 2021Q3 202311
BANK OF NOVA SCOTIA 710.00%0.02%0.22%Q4 2018Q3 202311
Astoria Strategic Wealth, Inc. 10100.08%2.44%6.31%Q4 2019Q1 202210
MONEY CONCEPTS CAPITAL CORP 820.01%0.17%0.56%Q4 2020Q3 202310
Snowden Capital Advisors LLC 730.01%0.02%0.02%Q4 2020Q2 202310
AVALON CAPITAL MANAGEMENT 910.58%1.77%2.18%Q4 2014Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.04%0.06%Q1 2021Q3 202310
Venturi Wealth Management, LLC 10101.00%1.81%2.56%Q4 2015Q1 201810
Horizon Investments, LLC 10100.00%1.93%4.32%Q2 2021Q3 202310
New World Advisors LLC 910.13%0.17%0.21%Q1 2021Q3 202310
LEVEL FOUR ADVISORY SERVICES, LLC 640.04%0.22%0.43%Q1 2020Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
IEQ CAPITAL, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Cornerstone Wealth Management, LLC 520.01%0.04%0.08%Q2 2018Q3 202310
Tarbox Family Office, Inc. 10100.04%0.04%0.05%Q4 2017Q1 202010
Atria Investments, Inc 640.02%0.06%0.18%Q2 2018Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 10100.02%0.02%0.04%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Golden State Wealth Management, LLC 430.01%0.27%0.81%Q1 2019Q1 202210
EP Wealth Advisors, LLC 640.01%0.01%0.05%Q1 2021Q3 202310
Shepherd Financial Partners LLC 10100.06%0.07%0.09%Q2 2018Q3 202010
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2016Q3 201810
Cordasco Financial Network 990.01%0.01%0.01%Q2 2020Q2 20229
GRAY FINANCIAL GROUP /GA /ADV /ADV 990.74%7.60%10.45%Q4 2014Q4 20169
Glassman Wealth Services 990.27%4.55%5.72%Q3 2021Q3 20239
Dynamic Advisor Solutions LLC 540.02%0.12%0.27%Q1 2019Q3 20239
CALTON & ASSOCIATES, INC. 710.02%0.08%0.12%Q4 2017Q1 20239
OneDigital Investment Advisors LLC 630.02%0.25%0.72%Q3 2019Q3 20239
NORTHSTAR WEALTH PARTNERS LLC 990.11%0.19%0.32%Q1 2017Q1 20199
Sargent Bickham Lagudis LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Alta Wealth Advisors LLC 810.18%0.46%0.56%Q4 2020Q3 20239
Leicht Financial Planning & Wealth Management, Inc. 991.82%2.57%4.45%Q2 2020Q2 20229
Smart Portfolios, LLC 991.14%3.99%8.14%Q2 2019Q2 20219
Bartlett & Co. LLC 810.00%0.00%0.00%Q1 2020Q4 20239
Sunbelt Securities, Inc. 810.01%0.05%0.06%Q1 2020Q3 20239
ROTHSCHILD INVESTMENT LLC /IL 990.02%0.03%0.03%Q3 2021Q3 20239
FRANKLIN RESOURCES INC 990.00%0.00%0.00%Q3 2021Q3 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
HYA Advisors, Inc 990.10%0.12%0.14%Q2 2020Q2 20229
Qube Research & Technologies Ltd 990.00%0.00%0.00%Q3 2021Q3 20239
55I, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
Strategic Family Wealth Counselors, L.L.C. 990.08%0.11%0.13%Q3 2021Q3 20239
Squar Milner Financial Services LLC 720.10%0.88%1.47%Q4 2017Q1 20209
TOMPKINS FINANCIAL CORP 810.00%0.01%0.01%Q1 2020Q4 20239
Herold Advisors, Inc. 990.49%0.60%0.70%Q3 2021Q3 20239
Sequoia Wealth Management, LLC 991.02%2.09%6.40%Q4 2017Q4 20199
NewEdge Advisors, LLC 410.00%0.01%0.02%Q2 2017Q3 20239
Simplicity Solutions, LLC 810.00%0.04%0.13%Q1 2019Q2 20239
StrategIQ Financial Group, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
PSI Advisors, LLC 990.00%0.01%0.04%Q3 2021Q3 20239
Golden State Equity Partners 630.10%1.47%2.34%Q4 2020Q3 20239
Fort Point Capital Partners LLC 990.05%0.10%0.16%Q3 2021Q3 20239
Joseph Group Capital Management 880.07%0.18%0.32%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.03%0.04%Q1 2020Q4 20218
BREITER CAPITAL MANAGEMENT INC 610.17%1.41%2.25%Q4 2017Q2 20218
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q3 2017Q2 20198
Tranquilli Financial Advisor LLC 710.38%1.09%2.32%Q2 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 885.60%6.59%7.37%Q4 2021Q3 20238
Marcum Wealth, LLC 880.03%0.05%0.05%Q1 2021Q4 20228
Astoria Portfolio Advisors LLC. 885.40%7.87%11.32%Q4 2021Q3 20238
First Command Financial Services, Inc. 880.00%0.00%0.00%Q4 2020Q3 20228
Melone Private Wealth, LLC 885.16%6.47%8.40%Q4 2021Q3 20238
PFS INVESTMENTS INC. 710.20%0.59%1.30%Q2 2021Q2 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.02%Q4 2021Q3 20238
V Wealth Advisors LLC 880.04%0.06%0.07%Q3 2021Q2 20238
Masso Torrence Wealth Management Inc. 881.57%2.51%3.15%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.50%0.73%0.86%Q1 2021Q3 20238
Intelligence Driven Advisers, LLC 880.15%5.52%11.73%Q4 2018Q3 20208
Biltmore Family Office, LLC 880.10%0.11%0.12%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.16%0.24%0.30%Q4 2021Q3 20238
HB Wealth Management, LLC 880.25%0.30%0.35%Q4 2021Q3 20238
FIRST MANHATTAN CO. LLC. 620.00%0.00%0.00%Q4 2018Q4 20208
Covestor Ltd 880.01%0.01%0.03%Q4 2021Q3 20238
GeoWealth Management, LLC 710.17%0.41%1.48%Q3 2021Q3 20238
Larson Financial Group LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.59%10.01%12.43%Q4 2021Q3 20238
Compagnie Lombard Odier SCmA 880.01%0.01%0.01%Q4 2018Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.46%0.53%0.80%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.66%0.79%1.22%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.02%Q4 2020Q4 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
ASSETMARK, INC 510.00%0.00%0.00%Q1 2016Q3 20238
First Command Bank 880.00%0.00%0.00%Q4 2020Q3 20228
Avant Capital LLC 883.55%3.90%4.42%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.00%0.00%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.04%4.34%9.06%Q4 2021Q3 20238
Sandy Spring Bank 880.00%0.00%0.01%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.02%0.02%0.03%Q4 2021Q3 20238
KEYBANK NATIONAL ASSOCIATION/OH 880.00%0.00%0.00%Q4 2021Q3 20238
Avidian Wealth Solutions, LLC 880.04%0.59%1.87%Q4 2021Q3 20238
Fieldpoint Private Securities, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
First Capital Advisors Group, LLC. 770.48%0.52%0.59%Q4 2021Q2 20237
WHITTIER TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Perennial Advisors, LLC 310.01%0.01%0.01%Q2 2018Q2 20217
COUNTRY CLUB BANK /GFN 770.14%0.17%0.22%Q1 2022Q3 20237
Arlington Partners LLC 770.00%0.00%0.00%Q3 2020Q1 20227
BKA Wealth Consulting, Inc. 772.35%7.47%9.52%Q1 2022Q3 20237
Aries Wealth Management 610.17%0.94%1.27%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.12%0.29%0.58%Q1 2022Q3 20237
Huber Financial Advisors, LLC 774.57%14.27%16.44%Q3 2018Q1 20207
Aspire Capital Advisors LLC 7710.61%12.30%19.18%Q1 2022Q3 20237
Ruggie Capital Group 610.02%0.04%0.05%Q3 2016Q2 20187
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Stratos Wealth Advisors, LLC 610.04%0.21%0.38%Q2 2021Q3 20237
Global Financial Private Capital, Inc 770.12%0.14%0.15%Q3 2017Q1 20197
IAG Wealth Partners, LLC 770.01%0.45%1.07%Q1 2022Q3 20237
Kovitz Investment Group Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.05%0.08%0.17%Q1 2022Q3 20237
CGN Advisors LLC 771.00%1.35%1.50%Q2 2022Q4 20237
SEI INVESTMENTS CO 610.00%0.00%0.00%Q2 2016Q2 20187
Tyler-Stone Wealth Management 520.62%1.04%1.89%Q4 2021Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 520.02%0.06%0.14%Q4 2021Q3 20237
Klingman & Associates, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Brightworth 770.02%0.03%0.04%Q1 2021Q3 20227
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.79%1.40%2.76%Q4 2021Q3 20237
WealthPlan Investment Management, LLC 610.09%0.13%0.18%Q1 2022Q4 20237
ShoreHaven Wealth Partners, LLC 771.61%1.73%1.82%Q4 2020Q2 20227
ROPES WEALTH ADVISORS LLC 770.01%0.01%0.01%Q2 2019Q4 20207
Renasant Bank 770.31%0.39%0.50%Q4 2020Q2 20227
Hamilton Capital, LLC 7711.42%23.80%35.24%Q1 2022Q3 20237
Edge Advisors, LLC 770.02%0.02%0.03%Q4 2016Q2 20187
CRA Financial Services, LLC 770.16%0.78%1.22%Q1 2022Q3 20237
CERTUITY, LLC 770.12%1.30%1.86%Q1 2022Q3 20237
FDx Advisors, Inc. 610.01%0.07%0.15%Q2 2017Q3 20237
Obsidian Personal Planning Solutions LLC 660.25%0.35%0.40%Q2 2022Q3 20236
Claro Advisors LLC 660.23%0.58%0.96%Q2 2022Q3 20236
Cypress Wealth Services, LLC 660.08%0.14%0.34%Q4 2018Q1 20206
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
JOHNSON INVESTMENT COUNSEL INC 660.00%0.00%0.01%Q3 2020Q4 20216
TRUSTCORE FINANCIAL SERVICES, LLC 660.01%0.02%0.03%Q4 2018Q1 20206
Choice Wealth Advisors, LLC 5115.10%16.17%18.49%Q1 2022Q3 20236
Lloyd Advisory Services, LLC. 510.00%0.53%1.69%Q1 2020Q1 20226
STEPHENS INC /AR/ 420.00%0.00%0.01%Q1 2019Q3 20236
White Pine Investment CO 660.26%0.44%0.57%Q2 2022Q3 20236
Thrive Wealth Management, LLC 660.10%0.11%0.13%Q2 2022Q3 20236
Lansing Street Advisors 661.50%1.87%2.21%Q1 2022Q2 20236
ANGELES WEALTH MANAGEMENT, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 660.34%3.31%5.18%Q2 2022Q3 20236
AVAII WEALTH MANAGEMENT, LLC 668.57%9.79%11.01%Q2 2022Q3 20236
Stokes Family Office, LLC 660.04%0.08%0.18%Q2 2022Q3 20236
Kore Private Wealth LLC 310.02%0.02%0.02%Q4 2018Q3 20216
Truvestments Capital LLC 410.00%0.00%0.01%Q3 2018Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.02%0.09%0.33%Q2 2022Q3 20236
WADDELL & ASSOCIATES, LLC 667.96%8.68%10.44%Q2 2022Q3 20236
Regent Peak Wealth Advisors LLC 660.09%0.13%0.16%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 510.03%0.03%0.05%Q1 2021Q3 20236
Allie Family Office LLC 660.25%0.60%0.93%Q2 2022Q3 20236
Ford Financial Group, LLC 510.02%0.14%0.28%Q2 2021Q4 20226
WIN ADVISORS, INC 510.02%2.95%13.64%Q4 2021Q2 20236
Anchor Investment Management, LLC 510.00%0.00%0.00%Q4 2021Q4 20236
O'Dell Group, LLC 510.01%0.01%0.01%Q3 2021Q2 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 510.02%0.02%0.02%Q4 2019Q3 20216
TimeScale Financial, Inc. 420.00%0.01%0.02%Q1 2021Q2 20236
MSI Financial Services Inc 310.00%0.00%0.00%Q2 2013Q1 20166
PRIVATE TRUST CO NA 660.03%0.03%0.04%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.05%0.23%Q4 2019Q3 20236
Cardan Capital Partners, LLC 660.22%0.24%0.28%Q3 2018Q4 20196
Valmark Advisers, Inc. 550.01%0.04%0.08%Q3 2022Q3 20235
FIRST FOUNDATION ADVISORS 550.01%0.02%0.02%Q2 2020Q2 20215
FLAGSTAR ADVISORS INC 550.01%0.09%0.12%Q3 2022Q3 20235
Y-Intercept (Hong Kong) Ltd 310.05%0.07%0.08%Q1 2021Q2 20235
BlueCrest Capital Management Ltd 410.01%0.04%0.12%Q1 2021Q2 20235
Virtu Financial LLC 310.02%0.07%0.12%Q3 2018Q3 20235
WEST PACES ADVISORS INC. 550.03%0.05%0.06%Q1 2020Q1 20215
Addison Advisors LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Avalon Investment & Advisory 550.02%0.03%0.03%Q1 2019Q1 20205
Crestwood Advisors Group, LLC 320.01%0.01%0.01%Q3 2019Q3 20235
9258 Wealth Management, LLC 550.82%1.96%2.84%Q3 2022Q3 20235
WHITENER CAPITAL MANAGEMENT, INC. 410.00%0.00%0.00%Q1 2018Q2 20195
SeaCrest Wealth Management, LLC 550.09%0.10%0.10%Q3 2022Q3 20235
NewEdge Wealth, LLC 550.77%0.88%0.97%Q3 2022Q3 20235
Summit Trail Advisors, LLC 550.08%0.10%0.13%Q4 2020Q4 20215
Argentus Capital Management, LLC 550.01%0.14%0.49%Q3 2015Q3 20165
EPG Wealth Management LLC 210.01%0.05%0.08%Q4 2019Q2 20235
Founders Financial Alliance, LLC 410.07%0.07%0.08%Q3 2020Q4 20215
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.19%0.23%0.38%Q1 2020Q1 20215
Regal Investment Advisors LLC 550.58%0.80%1.02%Q3 2022Q3 20235
Retirement Planning Group, LLC 550.18%0.37%0.43%Q3 2022Q3 20235
MGO ONE SEVEN LLC 410.00%0.05%0.15%Q4 2018Q3 20235
Ameritas Investment Company, LLC 310.00%0.01%0.05%Q4 2018Q1 20215
Everhart Financial Group, Inc. 210.08%0.15%0.22%Q1 2021Q2 20235
CoreCap Advisors, LLC 550.04%0.05%0.06%Q4 2021Q4 20225
InterOcean Capital, LLC 410.02%0.02%0.02%Q1 2019Q2 20205
Mariner, LLC 550.00%0.04%0.06%Q3 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.01%0.01%0.01%Q3 2022Q3 20235
UBS AG 550.00%0.00%0.01%Q3 2013Q3 20145
Integrated Advisors Network LLC 320.01%0.02%0.02%Q4 2020Q1 20225
ARGI Investment Services, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
CCG WEALTH MANAGEMENT, LLC 550.20%0.32%0.60%Q4 2018Q4 20195
SG Americas Securities, LLC 210.00%0.01%0.01%Q2 2015Q2 20185
Advance Capital Management, Inc. 550.05%0.06%0.09%Q3 2022Q3 20235
Insight Wealth Strategies, LLC 550.04%0.08%0.10%Q3 2020Q3 20215
LWM Advisory Services, LLC 550.32%3.53%5.72%Q2 2022Q2 20235
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
Monterey Private Wealth, Inc. 553.78%3.81%3.83%Q3 2022Q3 20235
Avior Wealth Management, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Belpointe Asset Management LLC 550.01%0.02%0.03%Q1 2022Q1 20235
FIRST NATIONAL BANK SIOUX FALLS 550.68%0.91%1.00%Q3 2015Q3 20165
Barnett & Company, Inc. 550.03%0.03%0.04%Q4 2020Q4 20215
Intersect Capital LLC 550.09%0.09%0.10%Q4 2018Q4 20195
DOPKINS WEALTH MANAGEMENT, LLC 550.77%0.93%1.04%Q4 2021Q4 20225
Interchange Capital Partners, LLC 550.77%1.31%1.73%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.02%0.02%0.03%Q1 2015Q1 20165
Raab & Moskowitz Asset Management LLC 550.15%0.24%0.33%Q3 2022Q3 20235
Kalos Management, Inc. 310.03%0.16%0.21%Q2 2019Q1 20235
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.02%Q1 2021Q1 20224
Curi Wealth Management, LLC 310.01%0.01%0.02%Q4 2020Q2 20224
SageView Advisory Group, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.02%0.02%Q2 2022Q1 20234
Verum Partners LLC 440.77%1.52%2.07%Q4 2022Q3 20234
NewFocus Financial Group, LLC 310.06%0.76%1.12%Q4 2014Q4 20204
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Bogart Wealth, LLC 220.03%0.43%0.93%Q1 2019Q4 20224
BAKER TILLY WEALTH MANAGEMENT, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 441.06%1.26%1.72%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.05%0.14%0.21%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 442.38%2.50%2.75%Q4 2022Q3 20234
CENTRAL TRUST Co 310.00%0.00%0.01%Q1 2020Q3 20234
RETIREMENT GUYS FORMULA LLC 441.38%1.48%1.62%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.22%0.93%1.67%Q4 2022Q3 20234
JD Financial Services Inc. 440.95%4.67%6.49%Q1 2021Q4 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Park Place Capital Corp 440.05%0.06%0.06%Q4 2022Q3 20234
Family Capital Management, Inc. 442.83%6.57%9.13%Q4 2022Q3 20234
Strategic Blueprint, LLC 440.01%0.03%0.04%Q2 2021Q1 20224
Beaumont Financial Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 442.51%2.87%3.58%Q4 2022Q3 20234
Roof Eidam Maycock Peralta, LLC 440.71%1.04%1.34%Q4 2022Q3 20234
Lion Street Advisors, LLC 310.07%0.08%0.10%Q4 2021Q3 20234
KARLINSKI ANDREW C 440.86%1.12%1.36%Q4 2021Q3 20224
Schneider Downs Wealth Management Advisors, LP 440.19%0.24%0.27%Q1 2017Q4 20174
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PALO ALTO WEALTH ADVISORS, LLC 449.92%10.51%11.16%Q4 2022Q3 20234
Carnegie Capital Asset Management, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Rappaport Reiches Capital Management, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
StoneX Group Inc. 440.13%0.18%0.22%Q1 2019Q4 20194
Waterfront Wealth Inc. 440.08%0.08%0.08%Q4 2022Q3 20234
National Wealth Management Group, LLC 310.26%0.35%0.45%Q4 2021Q4 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.45%0.58%0.69%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 440.01%0.01%0.01%Q4 2022Q3 20234
Redwood Financial Network Corp 440.43%0.69%0.93%Q4 2022Q3 20234
Southland Equity Partners LLC 440.19%0.24%0.29%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Bangor Savings Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 440.18%0.24%0.36%Q4 2022Q3 20234
GoalVest Advisory LLC 310.01%0.02%0.02%Q4 2020Q1 20224
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
FIDUCIARY SERVICES CORP/GA 440.14%0.25%0.38%Q2 2014Q1 20154
Hardy Reed LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.21%0.23%0.25%Q4 2022Q3 20234
Avantax Planning Partners, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 449.12%10.25%12.20%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 444.76%5.41%5.69%Q4 2022Q3 20234
BRINKER CAPITAL INC 440.28%0.37%0.44%Q3 2016Q2 20174
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Total Clarity Wealth Management, Inc. 210.02%0.14%0.26%Q4 2019Q3 20234
CALIBER WEALTH MANAGEMENT, LLC 440.96%1.44%1.77%Q4 2020Q3 20214
BB&T SECURITIES, LLC 310.00%0.04%0.08%Q3 2018Q3 20194
Vestpro Financial Partners, Inc. dba CPF Texas 440.14%0.14%0.15%Q4 2017Q3 20184
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 444.91%6.25%7.22%Q4 2022Q3 20234
TCG Advisors, LP 310.11%0.19%0.26%Q2 2019Q2 20204
Sowa Financial Group, Inc. 440.02%0.02%0.02%Q1 2020Q4 20204
Tenret Co LLC 220.18%0.18%0.19%Q4 2021Q2 20234
Meridian Wealth Management, LLC 310.01%0.03%0.05%Q2 2019Q3 20234
Wallace Advisory Group, LLC 440.17%0.17%0.17%Q4 2022Q3 20234
STRATEGIC WEALTH MANAGEMENT INC 442.21%3.90%5.40%Q2 2019Q1 20204
SECURITY NATIONAL TRUST CO 440.01%0.01%0.01%Q2 2020Q1 20214
Haverford Trust Co 330.03%0.03%0.03%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2016Q2 20233
Horizon Wealth Management, LLC 332.42%2.56%2.82%Q4 2021Q2 20223
L & S Advisors Inc 330.04%0.08%0.14%Q1 2023Q3 20233
Lauer Wealth, LLC 335.09%11.56%18.15%Q1 2023Q3 20233
Journey Advisory Group, LLC 331.14%1.22%1.26%Q1 2023Q3 20233
Key FInancial Inc 330.00%0.00%0.00%Q1 2023Q3 20233
QCI ASSET MANAGEMENT INC/NY 330.00%0.01%0.01%Q3 2019Q1 20203
CX Institutional 330.03%0.03%0.04%Q4 2018Q2 20193
Cranbrook Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CPWM, LLC 330.12%0.13%0.14%Q1 2019Q3 20193
HL FINANCIAL SERVICES LLC 330.00%0.00%0.01%Q1 2018Q3 20183
TITLEIST ASSET MANAGEMENT, LLC 332.16%2.19%2.21%Q1 2023Q3 20233
HOWLAND CAPITAL MANAGEMENT LLC 330.03%0.03%0.03%Q2 2022Q4 20223
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Allianz Asset Management GmbH 330.00%0.00%0.00%Q1 2023Q3 20233
Concord Wealth Partners 210.00%0.00%0.00%Q1 2022Q4 20223
Planning Solutions Group LLC 330.34%0.39%0.42%Q4 2018Q2 20193
PROVENCE WEALTH MANAGEMENT GROUP 331.82%1.99%2.14%Q1 2023Q3 20233
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.26%0.33%0.47%Q2 2021Q4 20213
Dakota Wealth Management 210.04%0.05%0.05%Q3 2019Q4 20223
20/20 Capital Management, Inc. 330.11%0.29%0.66%Q4 2020Q2 20213
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2017Q1 20213
Legacy Financial Advisors, Inc. 330.62%6.14%9.15%Q1 2023Q3 20233
Baldrige Asset Management LLC 330.00%0.00%0.00%Q2 2021Q4 20213
FourThought Financial, LLC 330.04%0.04%0.04%Q4 2021Q2 20223
SILVER OAK SECURITIES, INCORPORATED 210.04%0.24%0.34%Q3 2022Q3 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Venture Visionary Partners LLC 210.00%0.19%0.30%Q2 2022Q3 20233
Strategic Financial Concepts, LLC 330.34%0.38%0.42%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.01%0.06%0.18%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.02%0.03%0.06%Q1 2023Q3 20233
Resurgent Financial Advisors LLC 110.02%0.07%0.17%Q4 2021Q3 20233
Veritable, L.P. 330.01%0.01%0.01%Q4 2022Q2 20233
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Mach-1 Financial Group, LLC 210.00%0.01%0.03%Q2 2022Q1 20233
OneAscent Wealth Management LLC 330.73%0.80%0.88%Q1 2023Q3 20233
Capital One Investing, Inc. 210.07%0.09%0.12%Q4 2018Q3 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
DHK Financial Advisors, Inc. 330.32%1.06%1.43%Q1 2023Q3 20233
My Legacy Advisors, LLC 330.11%0.15%0.18%Q1 2023Q3 20233
Advisor Resource Council 110.46%0.49%0.56%Q2 2021Q2 20223
FirstPurpose Wealth LLC 330.12%0.13%0.13%Q1 2023Q3 20233
Thomasville National Bank 330.37%0.40%0.41%Q1 2023Q3 20233
Hayden Royal, LLC 330.83%1.08%1.38%Q1 2019Q3 20193
SEGALL BRYANT & HAMILL, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.00%Q2 2021Q1 20223
Trilogy Capital Inc. 330.73%0.84%0.97%Q2 2021Q4 20213
HM PAYSON & CO 330.00%0.00%0.00%Q1 2023Q3 20233
Concert Wealth Management Inc. 330.06%0.11%0.21%Q4 2016Q2 20173
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Balentine LLC 210.02%0.02%0.02%Q4 2018Q3 20193
Perennial Investment Advisors, LLC 330.13%0.13%0.13%Q1 2023Q3 20233
Smart Money Group LLC 331.04%1.31%1.76%Q1 2020Q3 20203
Solano Wealth Management, Inc. 331.10%1.13%1.17%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
FLOW TRADERS U.S. LLC 110.04%0.06%0.07%Q3 2021Q1 20233
S.A. Mason LLC 330.04%0.04%0.04%Q4 2019Q2 20203
DENVER WEALTH MANAGEMENT, INC. 330.24%0.29%0.35%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.28%0.30%0.33%Q4 2021Q2 20223
Red Door Wealth Management, LLC 210.04%0.06%0.07%Q1 2020Q2 20213
Hills Bank & Trust Co 330.02%0.02%0.02%Q2 2020Q4 20203
GSA CAPITAL PARTNERS LLP 330.05%0.07%0.10%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.34%0.38%0.39%Q1 2023Q3 20233
Blackhawk Capital Partners LLC. 331.09%1.12%1.15%Q1 2023Q3 20233
VICUS CAPITAL 210.05%0.07%0.11%Q4 2015Q4 20163
Fountainhead AM, LLC 330.09%0.13%0.16%Q1 2023Q3 20233
GHP Investment Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Fortitude Advisory Group L.L.C. 220.06%0.06%0.06%Q4 2021Q1 20222
CENTAURUS FINANCIAL, INC. 110.04%0.09%0.14%Q2 2018Q1 20232
Apollon Wealth Management, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Parkside Financial Bank & Trust 220.00%0.02%0.04%Q1 2023Q2 20232
IFG Advisory, LLC 220.64%0.67%0.70%Q2 2023Q3 20232
Northwest Capital Management Inc 220.06%0.06%0.06%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 220.13%0.13%0.13%Q3 2022Q4 20222
GREENLEAF TRUST 220.00%0.00%0.00%Q3 2019Q4 20192
Carnick & Kubik, LLC 110.01%0.01%0.02%Q3 2015Q1 20162
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Diligent Investors, LLC 220.15%0.16%0.16%Q1 2017Q2 20172
HBC Financial Services, PLLC 220.03%0.06%0.09%Q2 2023Q3 20232
Orion Capital Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
SNS Financial Group, LLC 224.48%4.68%4.89%Q2 2023Q3 20232
Narwhal Capital Management 220.20%0.21%0.21%Q2 2023Q3 20232
Arcadia Wealth Management, LLC 220.25%0.28%0.31%Q4 2022Q1 20232
INVENIO WEALTH PARTNERS LLC 223.90%4.51%5.13%Q2 2023Q3 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Nikulski Financial, Inc. 220.10%0.17%0.24%Q2 2023Q3 20232
TRUST CO OF TOLEDO NA /OH/ 220.04%0.04%0.04%Q3 2023Q4 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Independent Advisor Alliance 110.01%0.06%0.12%Q4 2019Q4 20212
Parasol Investment Management, LLC 220.02%0.02%0.02%Q4 2013Q1 20142
WPWealth LLP 220.08%0.08%0.09%Q2 2023Q3 20232
TCWP LLC 220.40%0.44%0.48%Q1 2023Q2 20232
Crabel Capital Management, LLC 110.06%0.07%0.08%Q4 2021Q2 20232
Howard Capital Management Inc. 220.16%0.20%0.24%Q2 2023Q3 20232
Bison Wealth, LLC 220.16%0.34%0.51%Q3 2022Q4 20222
Kraft, Davis & Associates, LLC 220.94%1.45%1.96%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.02%0.03%Q4 2019Q2 20202
Mason & Associates Inc 220.11%0.12%0.12%Q4 2021Q1 20222
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q2 2023Q3 20232
Commonwealth Financial Services, LLC 220.05%0.05%0.06%Q4 2016Q1 20172
MARIPAU WEALTH MANAGEMENT LLC 220.49%0.53%0.56%Q2 2023Q3 20232
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2014Q2 20162
PERSONAL CFO SOLUTIONS, LLC 220.23%0.26%0.28%Q2 2023Q3 20232
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.01%Q2 2020Q4 20202
Quantitative Advantage, LLC 223.11%3.15%3.20%Q4 2018Q1 20192
Cresta Advisors, Ltd. 225.72%6.64%7.56%Q2 2023Q3 20232
NVWM, LLC 110.01%0.01%0.01%Q3 2020Q3 20232
HBK Sorce Advisory LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Cutler Group LLC / CA 220.01%0.02%0.02%Q4 2015Q1 20162
WJ Wealth Management, LLC 223.25%3.56%3.87%Q3 2022Q4 20222
TITLEIST CAPITAL, LLC 221.86%2.13%2.41%Q3 2022Q4 20222
REILLY FINANCIAL ADVISORS, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
WFG Advisors, LP 220.01%0.01%0.01%Q1 2017Q2 20172
LEUTHOLD GROUP, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
OneAscent Financial Services LLC 220.57%0.75%0.92%Q2 2022Q3 20222
Tempus Wealth Planning, LLC 220.45%0.46%0.48%Q2 2023Q3 20232
Stuart Chaussee & Associates, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q3 20222
OLD MISSION CAPITAL LLC 110.05%0.08%0.11%Q2 2019Q2 20202
Portside Wealth Group, LLC 220.39%0.39%0.40%Q2 2023Q3 20232
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20232
GRIMES & COMPANY, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q3 2023Q4 20232
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q1 20202
KWB Wealth 220.06%0.07%0.07%Q2 2023Q3 20232
SYKON CAPITAL LLC 220.18%0.20%0.21%Q2 2023Q3 20232
CHATHAM CAPITAL GROUP, INC. 220.06%0.07%0.08%Q4 2022Q1 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Lindbrook Capital, LLC 220.21%0.22%0.23%Q4 2018Q1 20192
Ground Swell Capital, LLC 220.00%0.00%0.01%Q2 2014Q3 20142
CWH Capital Management, Inc. 220.13%0.18%0.23%Q3 2020Q4 20202
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
VAUGHAN & Co SECURITIES, INC. 220.05%0.06%0.06%Q4 2019Q1 20202
EMERSON INVESTMENT MANAGEMENT, LLC 220.19%0.19%0.19%Q4 2015Q1 20162
CONNABLE OFFICE INC 220.68%0.69%0.71%Q2 2023Q3 20232
Stonebridge Financial Planning Group, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
HALBERT HARGROVE GLOBAL ADVISORS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q2 20232
Pinnacle Bancorp, Inc. 110.05%0.05%0.05%Q1 2017Q4 20182
Key Client Fiduciary Advisors, LLC 220.18%0.22%0.27%Q2 2023Q3 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Comprehensive Financial Consultants Institutional, Inc. 220.12%0.18%0.24%Q2 2023Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Blue Sky Asset Management, LLC 221.67%3.60%5.52%Q4 2019Q1 20202
TIAA, FSB 220.00%0.00%0.00%Q1 2023Q2 20232
Strategic Wealth Partners Group, LLC 221.89%2.40%2.92%Q1 2018Q2 20182
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Lavaca Capital LLC 220.04%0.05%0.06%Q1 2022Q2 20222
BOKF, NA 220.01%0.01%0.01%Q2 2022Q3 20222
Capital Market Strategies LLC 220.21%0.21%0.21%Q3 2023Q4 20232
Ameritas Advisory Services, LLC 110.00%0.07%0.14%Q1 2023Q3 20232
RESOLUTE FINANCIAL, LLC 220.29%0.30%0.30%Q4 2021Q1 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Accel Wealth Management 220.01%0.01%0.01%Q4 2022Q1 20232
Inspire Advisors, LLC 220.28%0.34%0.41%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.01%0.01%Q1 2019Q4 20222
Foundations Investment Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q1 2022Q2 20222
PRUDENTIAL PLC 220.01%0.04%0.07%Q2 2023Q3 20232
AWM CAPITAL, LLC 220.07%0.31%0.56%Q1 2023Q2 20232
Fiduciary Planning LLC 114.36%4.36%4.36%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Parisi Gray Wealth Management 110.02%0.02%0.02%Q1 2018Q1 20181
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2023Q2 20231
MJP ASSOCIATES INC /ADV 111.86%1.86%1.86%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Connections Group, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Onyx Bridge Wealth Group LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Better Money Decisions, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Peak Capital Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
FIRST NATIONAL TRUST CO 110.09%0.09%0.09%Q3 2023Q3 20231
Spotlight Asset Group, Inc. 110.13%0.13%0.13%Q4 2019Q4 20191
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q1 2021Q1 20211
KPP Advisory Services LLC 111.07%1.07%1.07%Q3 2023Q3 20231
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WealthTrust Asset Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Wealthspire Advisors, L.P. 110.31%0.31%0.31%Q3 2020Q3 20201
Sabal Trust CO 110.10%0.10%0.10%Q4 2015Q4 20151
Clarity Financial LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Financial Insights, Inc. 110.04%0.04%0.04%Q2 2021Q2 20211
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.30%0.30%0.30%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Covington Capital Management 110.00%0.00%0.00%Q4 2021Q4 20211
Versant Capital Management, Inc 110.02%0.02%0.02%Q2 2023Q2 20231
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Vanguard Capital Wealth Advisors 110.41%0.41%0.41%Q4 2017Q4 20171
Ipswich Investment Management Co., Inc. 110.04%0.04%0.04%Q4 2018Q4 20181
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Advisors Capital Management, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
BUCKINGHAM STRATEGIC WEALTH, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CABANA LLC 110.02%0.02%0.02%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
STONNINGTON GROUP, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
PANORAMIC INVESTMENT ADVISORS, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
M&T BANK CORP 110.00%0.00%0.00%Q1 2020Q1 20201
HARTLINE INVESTMENT CORP/ 110.34%0.34%0.34%Q3 2022Q3 20221
Paragon Capital Management Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
SPINNAKER TRUST 110.02%0.02%0.02%Q3 2023Q3 20231
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Monument Capital Management 110.08%0.08%0.08%Q4 2022Q4 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Eaton Financial Holdings Company, LLC 113.94%3.94%3.94%Q3 2023Q3 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Palo Capital, Inc. 110.09%0.09%0.09%Q4 2018Q4 20181
Second Half Financial Partners, LLC 110.34%0.34%0.34%Q2 2023Q2 20231
Bickling Financial Services, Inc. 110.46%0.46%0.46%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
TWO SIGMA SECURITIES, LLC 110.10%0.10%0.10%Q3 2017Q3 20171
GFS Advisors, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
TCG Advisory Services, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
CM WEALTH ADVISORS LLC 110.14%0.14%0.14%Q2 2023Q2 20231
LaSalle St. Investment Advisors, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
XR Securities LLC 110.04%0.04%0.04%Q1 2019Q1 20191
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q3 2013Q3 20131
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Weatherstone Capital Management 110.83%0.83%0.83%Q4 2018Q4 20181
Walkner Condon Financial Advisors LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Human Investing LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
TMD Wealth Management, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
Fortis Capital Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Pallas Capital Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Filbrandt Wealth Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q2 2023Q2 20231
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
BCM ADVISORS, LLC 117.58%7.58%7.58%Q3 2023Q3 20231
Simplicity Wealth,LLC 110.47%0.47%0.47%Q2 2023Q2 20231
Aviance Capital Partners, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
PACIFIC SUN FINANCIAL CORP 110.17%0.17%0.17%Q4 2017Q4 20171
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Certified Advisory Corp 110.03%0.03%0.03%Q1 2021Q1 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Perigon Wealth Management, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2014Q2 20141
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
KINGS POINT CAPITAL MANAGEMENT 110.03%0.03%0.03%Q4 2017Q4 20171
M Holdings Securities, Inc. 110.09%0.09%0.09%Q1 2020Q1 20201
Delta Investment Management, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
Elk River Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Weaver Consulting Group 110.10%0.10%0.10%Q3 2023Q3 20231
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Johanson Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Brookstone Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
Beacon Harbor Wealth Advisors, Inc. 111.46%1.46%1.46%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
IAM Advisory, LLC 116.10%6.10%6.10%Q3 2023Q3 20231
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Canal Capital Management, LLC 110.42%0.42%0.42%Q3 2015Q3 20151
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.28%0.28%0.28%Q3 2016Q3 20161
COMMERCE BANK 110.02%0.02%0.02%Q3 2022Q3 20221
Investors Financial Group, LLC 110.28%0.28%0.28%Q2 2020Q2 20201
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Colonial River Wealth Management, LLC 111.77%1.77%1.77%Q3 2021Q3 20211
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
ExodusPoint Capital Management, LP 110.02%0.02%0.02%Q2 2020Q2 20201
Bridge Advisory, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Team Financial Group, LLC 1113.39%13.39%13.39%Q3 2023Q3 20231
SVA Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
LexAurum Advisors, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q3 2023Q3 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q3 2018Q3 20181
Retireful, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DB Wealth Management Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
External links

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