ALPS ETF TR shareholder history

Current and past ALPS ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 14140.00%0.00%0.02%Q2 2020Q3 202342
Cutler Group LLC / CA 14140.00%0.01%0.09%Q2 2020Q3 202341
WOLVERINE TRADING, LLC 14140.00%0.01%0.06%Q2 2020Q3 202340
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.00%0.01%Q2 2020Q3 202340
Walleye Trading LLC 14140.00%0.01%0.02%Q2 2020Q3 202337
Anchor Investment Management, LLC 32320.01%0.09%0.25%Q1 2016Q4 202332
JANE STREET GROUP, LLC 14140.00%0.00%0.01%Q2 2020Q3 202329
Cassaday & Co Inc. 28280.01%0.15%2.85%Q1 2015Q4 202128
Sargent Bickham Lagudis LLC 16110.00%0.01%0.04%Q1 2016Q4 202227
HAP Trading, LLC 12120.00%0.06%0.34%Q2 2020Q1 202327
Parallax Volatility Advisers, L.P. 720.00%0.00%0.02%Q2 2020Q4 202225
ROYAL BANK OF CANADA 14140.00%0.01%0.02%Q2 2020Q3 202324
CSS LLC/IL 13130.00%0.12%0.40%Q3 2020Q3 202324
UBS Group AG 14140.00%0.02%0.04%Q2 2020Q3 202323
HighTower Advisors, LLC 14140.00%0.03%0.06%Q2 2020Q3 202321
TRUIST FINANCIAL CORP 14140.00%0.01%0.03%Q2 2020Q3 202321
GOLDMAN SACHS GROUP INC 14140.00%0.05%0.12%Q2 2020Q3 202320
CITIGROUP INC 14140.00%0.01%0.02%Q2 2020Q3 202320
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
BANK OF AMERICA CORP /DE/ 14140.00%0.02%0.03%Q2 2020Q3 202318
WELLS FARGO & COMPANY/MN 14140.00%0.04%0.12%Q2 2020Q3 202317
CREDIT SUISSE AG/ 12120.00%0.01%0.02%Q2 2020Q1 202316
CONTINENTAL ADVISORS LLC 14140.20%1.58%2.76%Q2 2020Q3 202316
M&R CAPITAL MANAGEMENT INC 15150.00%0.01%0.01%Q2 2020Q4 202315
Creative Planning 14140.00%0.29%0.55%Q2 2020Q3 202315
Retirement Group, LLC 1410.04%0.06%0.11%Q4 2019Q3 202315
NICOLET ADVISORY SERVICES, LLC 14140.00%0.95%1.28%Q2 2020Q3 202315
D.A. DAVIDSON & CO. 14140.00%0.03%0.05%Q2 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.00%0.02%0.03%Q2 2020Q4 202315
Oakworth Capital, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Kovack Advisors, Inc. 14140.04%0.06%0.10%Q2 2020Q3 202314
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.01%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.02%0.04%0.08%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.00%0.02%0.04%Q2 2020Q3 202314
First Horizon Advisors, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
TRUE Private Wealth Advisors 14140.03%0.04%0.07%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.01%0.03%0.06%Q2 2020Q3 202314
Capital Advisors, Ltd. LLC 14140.04%0.05%0.10%Q2 2020Q3 202314
DUMONT & BLAKE INVESTMENT ADVISORS LLC 14140.13%0.18%0.22%Q2 2020Q3 202314
CULLEN/FROST BANKERS, INC. 14140.01%0.02%0.06%Q2 2020Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Bison Wealth, LLC 14140.12%0.34%0.49%Q2 2020Q3 202314
GREATMARK INVESTMENT PARTNERS, INC. 14140.20%0.49%0.63%Q2 2020Q3 202314
Sumitomo Mitsui Trust Holdings, Inc. 14140.01%0.02%0.04%Q2 2020Q3 202314
SECURIAN ASSET MANAGEMENT, INC 14140.01%0.01%0.01%Q2 2020Q3 202314
Mariner, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
BRIGHTON JONES LLC 14140.12%0.30%0.43%Q2 2020Q3 202314
Sculati Wealth Management, LLC 14140.29%0.82%1.26%Q2 2020Q3 202314
Advisory Services Network, LLC 14140.09%0.16%0.23%Q2 2020Q3 202314
Crestone Asset Management LLC 14140.27%0.69%1.32%Q2 2020Q3 202314
Front Row Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.00%0.00%0.00%Q2 2020Q3 202314
Invesco Ltd. 14140.00%0.00%0.00%Q2 2020Q3 202314
McIlrath & Eck, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
MORGAN STANLEY 14140.02%0.03%0.04%Q2 2020Q3 202314
CIBC WORLD MARKET INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
Avion Wealth 14140.00%0.00%0.01%Q2 2020Q3 202314
Pointe Capital Management LLC 14140.07%0.86%1.92%Q2 2020Q3 202314
Smithfield Trust Co 14140.01%0.02%0.02%Q2 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.01%0.03%0.08%Q2 2020Q3 202314
Bogart Wealth, LLC 14140.01%0.01%0.03%Q2 2020Q3 202314
ATLAS CAPITAL ADVISORS LLC 14140.04%0.09%0.19%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
AdvisorNet Financial, Inc 14140.00%0.01%0.01%Q2 2020Q3 202314
Covenant Asset Management, LLC 14140.07%0.15%0.18%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.00%0.02%Q2 2020Q3 202314
ISLAY CAPITAL MANAGEMENT, LLC 14140.14%0.56%0.85%Q2 2020Q3 202314
Berkeley Capital Partners, LLC 14140.52%0.94%1.28%Q2 2020Q3 202314
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14140.00%0.01%0.07%Q2 2020Q3 202314
Stamos Capital Partners, L.P. 14140.44%1.44%2.69%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.01%Q3 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Freestone Capital Holdings, LLC 14140.04%0.12%0.17%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
Cerity Partners LLC 14140.01%0.02%0.14%Q2 2020Q3 202314
First PREMIER Bank 14140.23%0.30%0.38%Q2 2020Q3 202314
Sageworth Trust Co 14140.13%0.91%3.26%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 14140.06%0.23%1.19%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.00%0.00%Q2 2020Q3 202314
Ancora Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Sigma Planning Corp 14140.02%0.05%0.10%Q2 2020Q3 202314
ArchPoint Investors 14140.04%1.09%2.21%Q2 2020Q3 202314
Brick & Kyle, Associates 14140.41%2.07%3.04%Q2 2020Q3 202314
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 14140.42%0.63%0.88%Q2 2020Q3 202314
GOULD ASSET MANAGEMENT LLC /CA/ 14140.18%0.23%0.28%Q2 2020Q3 202314
IFP Advisors, Inc 14140.01%0.03%0.05%Q2 2020Q3 202314
Gradient Investments LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
PIN OAK INVESTMENT ADVISORS INC 14140.01%0.01%0.02%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.04%0.06%0.08%Q2 2020Q3 202314
SG Americas Securities, LLC 14140.00%0.03%0.12%Q2 2020Q3 202314
Sound Income Strategies, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 14140.01%0.01%0.02%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.01%0.02%0.03%Q2 2020Q3 202314
PINNACLE ASSOCIATES LTD 14140.01%0.01%0.01%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.01%0.03%0.06%Q2 2020Q3 202314
NORTHWEST WEALTH MANAGEMENT, LLC 14140.21%0.30%0.50%Q2 2020Q3 202314
CHOREO, LLC 14140.72%1.36%3.36%Q2 2020Q3 202314
Intellectus Partners, LLC 14140.10%0.22%0.44%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 14140.03%0.06%0.11%Q2 2020Q3 202314
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14140.16%0.28%0.35%Q2 2020Q3 202314
Ballew Advisors, Inc 14140.19%0.28%0.32%Q2 2020Q3 202314
Samalin Investment Counsel, LLC 14140.68%1.01%1.23%Q2 2020Q3 202314
ATTICUS WEALTH MANAGEMENT, LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
GAMCO INVESTORS, INC. ET AL 14140.01%0.01%0.02%Q2 2020Q3 202314
BESSEMER GROUP INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.01%0.04%0.10%Q2 2020Q3 202314
MUHLENKAMP & CO INC 1132.42%3.39%4.64%Q2 2020Q4 202314
CENTAURUS FINANCIAL, INC. 14140.03%0.06%0.13%Q2 2020Q3 202314
Powell Investment Advisors, LLC 14140.26%0.36%0.56%Q2 2020Q3 202314
COMMERCE BANK 14140.01%0.03%0.05%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.11%0.12%0.15%Q2 2020Q3 202314
DEARBORN PARTNERS LLC 14140.04%0.05%0.08%Q2 2020Q3 202314
Wealth Alliance 14141.04%1.28%1.58%Q2 2020Q3 202314
Sunbelt Securities, Inc. 14140.04%0.38%0.57%Q2 2020Q3 202314
HUNTINGTON NATIONAL BANK 14140.00%0.01%0.02%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
SeaCrest Wealth Management, LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
Apollon Wealth Management, LLC 14140.03%0.23%1.02%Q2 2020Q3 202314
BBR PARTNERS, LLC 14140.06%0.10%0.15%Q2 2020Q3 202314
Sandy Spring Bank 14140.01%0.01%0.04%Q2 2020Q3 202314
Lido Advisors, LLC 14140.00%0.03%0.04%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
CENTRAL TRUST Co 14140.00%0.00%0.00%Q2 2020Q3 202314
Savant Capital, LLC 14140.02%0.05%0.14%Q2 2020Q3 202314
HIGHLAND CAPITAL MANAGEMENT, LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
SALEM INVESTMENT COUNSELORS INC 14140.02%0.04%0.07%Q2 2020Q3 202314
Barry Investment Advisors, LLC 14140.20%0.39%0.61%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
MV CAPITAL MANAGEMENT, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Jackson Hole Capital Partners, LLC 14140.47%0.72%1.12%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.01%0.03%0.08%Q2 2020Q3 202314
HHM Wealth Advisors, LLC 14140.03%0.06%0.11%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.00%0.01%0.02%Q2 2020Q3 202314
FFT WEALTH MANAGEMENT LLC 14140.03%1.76%4.48%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.03%0.04%0.06%Q2 2020Q3 202314
Cetera Advisors LLC 14140.08%0.10%0.14%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.01%0.04%0.12%Q2 2020Q3 202314
Janney Montgomery Scott LLC 14140.02%0.04%0.05%Q2 2020Q3 202314
NICOLET BANKSHARES INC 14140.26%0.65%1.13%Q2 2020Q3 202314
North Star Investment Management Corp. 14140.01%0.15%0.29%Q2 2020Q3 202314
S. R. Schill & Associates 14140.21%0.79%1.61%Q2 2020Q3 202314
DIVIDEND ASSETS CAPITAL, LLC 14140.08%0.12%0.15%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 14140.02%0.03%0.05%Q2 2020Q3 202314
Waldron Private Wealth LLC 14140.03%0.05%0.08%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
DAVENPORT & Co LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
Carmichael Hill & Associates, Inc. 14140.02%0.03%0.04%Q2 2020Q3 202314
WADE G W & INC 14140.02%0.03%0.05%Q2 2020Q3 202314
BlackRock Inc. 12120.00%0.00%0.00%Q4 2020Q3 202314
NORTHERN TRUST CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.03%0.05%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.00%0.01%0.01%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.00%0.01%0.06%Q2 2020Q3 202314
Wakefield Asset Management LLLP 14140.49%0.76%1.14%Q2 2020Q3 202314
Argent Advisors, Inc. 14140.23%0.35%1.04%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 14140.02%0.03%0.05%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.02%0.04%0.06%Q2 2020Q3 202314
Allen Investment Management, LLC 14140.29%0.47%0.70%Q2 2020Q3 202314
LPL Financial LLC 14140.03%0.04%0.07%Q2 2020Q3 202314
FMR LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.55%0.73%1.00%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.27%0.30%0.35%Q2 2020Q3 202314
Krilogy Financial LLC 14140.03%0.11%0.23%Q2 2020Q3 202314
OPPENHEIMER & CO INC 14140.01%0.03%0.09%Q2 2020Q3 202314
MCKINLEY CAPITAL MANAGEMENT LLC 14140.25%0.54%0.91%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.00%0.00%0.01%Q2 2020Q3 202314
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.07%0.17%0.43%Q2 2020Q3 202314
LAKE STREET PRIVATE WEALTH, LLC 14140.26%0.36%0.48%Q2 2020Q3 202314
Hilltop Holdings Inc. 14140.07%0.27%0.51%Q2 2020Q3 202314
SYNOVUS FINANCIAL CORP 14140.01%0.02%0.04%Q2 2020Q3 202314
Gilman Hill Asset Management, LLC 14140.04%0.08%0.24%Q2 2020Q3 202314
STEEL GROVE CAPITAL ADVISORS, LLC 14140.05%0.46%1.97%Q2 2020Q3 202314
Greytown Advisors Inc. 14140.38%0.92%1.82%Q2 2020Q3 202314
FIRST FOUNDATION ADVISORS 13130.01%0.05%0.08%Q3 2020Q3 202313
SMITH, MOORE & CO. 1210.05%0.06%0.07%Q2 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.05%0.08%0.11%Q3 2020Q3 202313
FIFTH THIRD SECURITIES, INC. 760.12%0.73%1.66%Q2 2020Q3 202313
Fort Point Capital Partners LLC 13130.05%0.64%2.27%Q3 2020Q3 202313
HYMAN CHARLES D 13130.03%0.04%0.05%Q3 2020Q3 202313
Edge Wealth Management LLC 13130.05%0.14%0.24%Q3 2020Q3 202313
BRADLEY FOSTER & SARGENT INC/CT 13130.01%0.02%0.03%Q3 2020Q3 202313
Baystate Wealth Management LLC 1120.00%0.01%0.02%Q2 2020Q3 202313
Prospera Financial Services Inc 1210.07%0.14%0.21%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 850.02%0.03%0.04%Q2 2020Q3 202313
Cetera Advisor Networks LLC 1210.01%0.02%0.04%Q2 2020Q3 202313
WealthTrust Axiom LLC 1210.08%0.12%0.18%Q2 2020Q3 202313
COURIER CAPITAL LLC 1210.02%0.03%0.04%Q2 2020Q3 202313
OneDigital Investment Advisors LLC 1210.01%0.02%0.03%Q2 2020Q3 202313
Keudell/Morrison Wealth Management 1030.06%0.20%0.51%Q2 2020Q3 202313
Disciplined Investments, LLC 13130.02%0.04%0.17%Q2 2020Q2 202313
Ameritas Investment Partners, Inc. 13130.00%0.00%0.00%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Global Retirement Partners, LLC 760.01%0.01%0.02%Q2 2020Q3 202313
Elgethun Capital Management 13131.47%1.86%2.20%Q3 2020Q3 202313
Aurora Private Wealth, Inc. 1210.11%0.48%1.32%Q2 2020Q3 202313
Pekin Hardy Strauss, Inc. 1210.07%0.34%0.43%Q2 2020Q3 202313
TIAA, FSB 13130.14%0.21%0.35%Q2 2020Q2 202313
PARK AVENUE SECURITIES LLC 760.01%0.01%0.02%Q2 2020Q3 202313
Prime Capital Investment Advisors, LLC 940.25%0.32%0.49%Q2 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.12%0.38%0.76%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
VisionPoint Advisory Group, LLC 13130.13%2.58%4.06%Q3 2020Q3 202313
Arete Wealth Advisors, LLC 13130.03%0.08%0.17%Q3 2020Q3 202313
Equitable Holdings, Inc. 1030.00%0.02%0.06%Q2 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.18%0.22%0.29%Q3 2020Q3 202313
WESBANCO BANK INC 1120.01%0.02%0.03%Q2 2020Q3 202313
Veritable, L.P. 13130.01%0.01%0.02%Q2 2020Q2 202313
Integrated Advisors Network LLC 1210.03%0.23%0.42%Q2 2020Q3 202313
Independence Bank of Kentucky 13130.00%0.00%0.00%Q3 2020Q3 202313
Southern Farm Bureau Life Insurance 12120.52%1.11%2.01%Q4 2020Q3 202312
FWL INVESTMENT MANAGEMENT, LLC 12124.50%5.97%8.13%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.01%0.03%Q2 2020Q3 202312
Appaloosa LP 12120.32%0.74%1.09%Q2 2020Q1 202312
ZACKS INVESTMENT MANAGEMENT 840.00%0.01%0.01%Q2 2020Q3 202312
Main Street Financial Solutions, LLC 12120.18%0.31%0.41%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Neuberger Berman Group LLC 520.00%0.00%0.01%Q2 2020Q3 202312
FORTEM FINANCIAL GROUP, LLC 12120.10%0.14%0.19%Q4 2020Q3 202312
Vigilare Wealth Management 12120.44%1.14%2.39%Q1 2021Q4 202312
NOVARE CAPITAL MANAGEMENT LLC 12120.79%0.98%1.19%Q4 2020Q3 202312
Visionary Wealth Advisors 1020.02%0.03%0.04%Q2 2020Q3 202312
Vivaldi Capital Management LP 12120.06%0.17%0.27%Q2 2020Q1 202312
Good Life Advisors, LLC 1010.03%0.04%0.06%Q2 2020Q3 202312
TECTONIC ADVISORS LLC 12120.89%2.45%5.15%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.03%Q4 2020Q3 202312
REGIONS FINANCIAL CORP 1110.00%0.01%0.01%Q3 2020Q3 202312
Keystone Financial Group 910.05%0.06%0.07%Q2 2020Q3 202312
Astor Investment Management LLC 720.05%0.32%0.45%Q2 2020Q3 202312
NewEdge Advisors, LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
SIGNATUREFD, LLC 12120.00%0.00%0.01%Q2 2020Q1 202312
InterOcean Capital Group, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.06%0.11%0.26%Q4 2020Q3 202312
Proficio Capital Partners LLC 650.01%1.10%2.21%Q2 2020Q3 202312
Tower Research Capital LLC (TRC) 930.00%0.00%0.00%Q2 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.01%Q4 2020Q3 202312
COWA, LLC 12120.62%1.56%3.42%Q4 2020Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1010.05%0.11%0.16%Q2 2020Q3 202312
Dynamic Advisor Solutions LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Millburn Ridgefield Corp 12120.00%0.01%0.03%Q2 2020Q1 202312
WEDBUSH SECURITIES INC 1110.01%0.02%0.02%Q2 2020Q3 202312
PSI Advisors, LLC 1110.08%0.12%0.17%Q2 2020Q3 202312
LINCOLN NATIONAL CORP 610.01%0.01%0.01%Q2 2020Q3 202312
Heartwood Wealth Advisors LLC 1110.05%1.05%2.13%Q2 2020Q3 202312
Gs Investments, Inc. 1010.01%0.02%0.09%Q3 2020Q3 202311
Arlington Partners LLC 11110.03%0.06%0.08%Q2 2020Q4 202211
NWAM LLC 920.03%0.26%0.40%Q4 2020Q3 202311
SHIKIAR ASSET MANAGEMENT INC 830.07%1.48%2.11%Q4 2020Q3 202311
Fortis Advisors, LLC 11110.19%0.73%0.99%Q1 2021Q3 202311
Tidal Investments LLC 11110.01%0.02%0.07%Q4 2020Q2 202311
Sugarloaf Wealth Management, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
PATTEN & PATTEN INC/TN 610.02%0.07%0.14%Q2 2020Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
CreativeOne Wealth, LLC 11110.02%0.03%0.04%Q4 2020Q2 202311
HCR Wealth Advisors 11110.26%0.31%0.35%Q1 2021Q3 202311
Dana Investment Advisors, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
Hillsdale Investment Management Inc. 11110.00%0.00%0.01%Q2 2020Q4 202211
BDO Wealth Advisors, LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
HANCOCK WHITNEY CORP 1010.01%0.10%0.21%Q4 2020Q3 202311
WealthBridge Capital Management, LLC 11110.10%0.31%0.60%Q1 2021Q3 202311
TIEMANN INVESTMENT ADVISORS, LLC 11110.19%0.25%0.33%Q1 2021Q3 202311
Belpointe Asset Management LLC 910.01%0.04%0.16%Q2 2020Q3 202311
SFMG, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
Graypoint LLC 11110.05%0.09%0.11%Q1 2021Q3 202311
BOENNING & SCATTERGOOD, INC. 11110.11%0.26%0.40%Q2 2020Q4 202211
GRIFFIN ASSET MANAGEMENT, INC. 11110.03%0.06%0.15%Q1 2021Q3 202311
CITY HOLDING CO 11110.00%0.00%0.01%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.34%0.47%0.62%Q4 2020Q2 202311
NVWM, LLC 11110.00%0.31%0.70%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.01%0.01%Q4 2020Q3 202311
Bank of New York Mellon Corp 910.00%0.00%0.00%Q2 2020Q3 202311
Bollard Group LLC 11110.02%0.05%0.07%Q1 2021Q3 202311
Cypress Capital Management LLC (WY) 11110.01%1.78%3.33%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Golden Green, Inc. 11112.69%5.28%8.46%Q1 2021Q3 202311
Provident Wealth Management, LLC 11110.50%0.89%1.37%Q1 2021Q3 202311
Spouting Rock Asset Management, LLC 710.42%0.90%1.60%Q2 2020Q3 202311
Brookstone Capital Management 10100.04%0.08%0.15%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.05%Q1 2021Q3 202310
Credit Capital Investments LLC 10101.42%2.90%5.01%Q2 2020Q3 202210
Activest Wealth Management 910.00%0.00%0.00%Q1 2021Q3 202310
Laidlaw Wealth Management LLC 730.05%0.13%0.23%Q4 2020Q2 202310
Ellis Investment Partners, LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
Blume Capital Management, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Laird Norton Wetherby Trust Company, LLC 10100.05%0.09%0.19%Q2 2021Q3 202310
Checchi Capital Advisers, LLC 10100.48%0.62%0.78%Q2 2021Q3 202310
American Portfolios Advisors 10100.01%0.04%0.12%Q2 2020Q3 202210
Resonant Capital Advisors, LLC 910.18%0.24%0.49%Q2 2020Q3 202310
Beirne Wealth Consulting Services, LLC 10100.17%0.47%0.84%Q2 2021Q3 202310
Caption Management, LLC 420.01%0.06%0.12%Q2 2020Q4 202210
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 310.01%0.88%3.27%Q3 2020Q1 202310
ASSETMARK, INC 710.00%0.00%0.00%Q2 2020Q3 202310
CPWM, LLC 10100.03%0.05%0.10%Q2 2020Q3 202210
NTV ASSET MANAGEMENT LLC 910.04%0.29%0.50%Q2 2020Q3 202310
TOCQUEVILLE ASSET MANAGEMENT L.P. 10100.04%0.06%0.09%Q2 2021Q3 202310
SMITHBRIDGE ASSET MANAGEMENT INC/DE 10100.16%0.23%0.34%Q2 2021Q3 202310
9258 Wealth Management, LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
AE Wealth Management LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.01%0.01%0.01%Q1 2021Q2 202310
American Research & Management Co. 10100.27%2.29%3.32%Q2 2020Q3 202210
Bell Bank 10100.04%0.05%0.09%Q2 2020Q3 202210
FinTrust Capital Advisors, LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
Renaissance Technologies 820.00%0.00%0.00%Q4 2020Q3 202310
Americana Partners, LLC 10100.04%0.11%0.54%Q2 2021Q3 202310
MONETA GROUP INVESTMENT ADVISORS LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Fortress Wealth Group, LLC 10100.17%0.31%0.47%Q2 2021Q3 202310
SCS Capital Management LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
B. Riley Wealth Management, Inc. 990.00%0.12%0.18%Q2 2020Q2 20229
EPG Wealth Management LLC 540.07%0.08%0.09%Q2 2021Q3 20239
Cordasco Financial Network 990.06%0.09%0.16%Q2 2020Q2 20229
Simmons Bank 810.02%0.02%0.02%Q2 2020Q3 20229
Beacon Pointe Advisors, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
HORIZON KINETICS ASSET MANAGEMENT LLC 990.01%0.07%0.09%Q3 2021Q3 20239
COMERICA BANK 810.00%0.01%0.02%Q1 2021Q3 20239
Pettinga Financial Advisors LLC 990.08%0.16%0.19%Q4 2020Q4 20229
Sowell Financial Services LLC 410.00%0.05%0.16%Q2 2020Q3 20239
Jefferies Group LLC 990.00%0.00%0.00%Q3 2020Q3 20229
LAKE STREET ADVISORS GROUP, LLC 990.02%0.09%0.11%Q3 2021Q3 20239
MCF Advisors LLC 630.00%0.00%0.00%Q2 2020Q3 20229
Plante Moran Financial Advisors, LLC 810.00%0.01%0.04%Q2 2020Q1 20239
BTS Asset Management, Inc. 990.08%0.57%2.31%Q3 2021Q3 20239
Intersect Capital LLC 990.04%0.09%0.20%Q2 2020Q2 20229
Castleview Partners, LLC 810.18%0.31%0.43%Q2 2021Q3 20239
NOMURA ASSET MANAGEMENT CO LTD 630.00%0.01%0.01%Q2 2020Q3 20229
Kingsview Wealth Management, LLC 630.02%0.06%0.12%Q2 2021Q3 20239
Intrinsic Edge Capital Management LLC 810.17%0.73%1.60%Q2 2021Q3 20239
Brinker Capital Investments, LLC 990.00%0.01%0.01%Q4 2020Q4 20229
Crabel Capital Management, LLC 540.06%0.16%0.43%Q1 2021Q3 20239
Compagnie Lombard Odier SCmA 990.00%0.00%0.00%Q2 2020Q2 20229
Advisory Services & Investments, LLC 720.27%1.11%2.17%Q1 2021Q2 20239
Westside Investment Management, Inc. 720.00%0.12%0.38%Q2 2020Q3 20239
Sutton Wealth Advisors Inc. 510.00%0.01%0.03%Q1 2016Q4 20229
U.S. Capital Wealth Advisors, LLC 990.02%0.05%0.09%Q3 2021Q3 20239
Orion Portfolio Solutions, LLC 810.01%0.01%0.02%Q2 2020Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.01%Q2 2020Q2 20229
Alpha Cubed Investments, LLC 990.05%0.08%0.11%Q4 2020Q4 20229
Asset Dedication, LLC 630.00%0.00%0.00%Q2 2020Q3 20239
Alpha Omega Wealth Management LLC 810.03%0.05%0.06%Q2 2021Q3 20239
Walker Asset Management, LLC 990.40%0.44%0.49%Q4 2021Q4 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 720.01%0.06%0.16%Q3 2020Q3 20239
Collaborative Wealth Managment Inc. 610.11%0.14%0.16%Q1 2021Q3 20238
Independent Wealth Network Inc. 710.14%0.17%0.21%Q3 2021Q3 20238
Sequoia Financial Advisors, LLC 510.01%0.02%0.05%Q2 2020Q3 20238
Endowment Wealth Management, Inc. 880.56%0.60%0.66%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 710.01%0.02%0.04%Q4 2020Q3 20238
J. Goldman & Co LP 410.01%0.04%0.09%Q1 2021Q3 20238
Kore Private Wealth LLC 880.10%0.16%0.23%Q4 2020Q3 20228
WADDELL & ASSOCIATES, LLC 710.03%0.04%0.06%Q2 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2021Q3 20238
Claraphi Advisory Network, LLC 410.13%0.17%0.20%Q2 2020Q4 20228
Lavaca Capital LLC 660.13%0.28%0.37%Q2 2022Q3 20238
Citizens National Bank Trust Department 880.02%0.02%0.02%Q4 2021Q3 20238
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Pensionmark Financial Group, LLC 880.07%0.23%0.36%Q4 2021Q3 20238
RFG HOLDINGS, INC. 880.13%0.23%0.38%Q3 2021Q2 20238
Covestor Ltd 880.00%0.01%0.04%Q4 2021Q3 20238
Bedell Frazier Investment Counselling, LLC 880.26%0.34%0.64%Q2 2020Q1 20228
Raab & Moskowitz Asset Management LLC 880.08%0.19%0.26%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Miller Investment Management, LP 880.13%2.16%3.51%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.11%0.16%0.22%Q4 2021Q3 20238
Kalos Management, Inc. 710.01%0.14%0.20%Q2 2020Q1 20238
Lindbrook Capital, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Riggs Asset Managment Co. Inc. 880.01%1.46%2.04%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.02%0.08%0.16%Q4 2021Q3 20238
Archer Investment Corp 880.01%0.01%0.01%Q4 2021Q3 20238
FIRST AMERICAN TRUST, FSB 620.04%1.98%3.38%Q4 2020Q3 20238
Baron Financial Group, LLC 880.01%0.02%0.03%Q3 2020Q2 20228
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 710.02%0.04%0.08%Q2 2021Q3 20238
Qube Research & Technologies Ltd 510.00%0.02%0.08%Q1 2021Q3 20238
Operose Advisors LLC 880.18%0.26%0.33%Q4 2021Q3 20238
Regal Investment Advisors LLC 880.13%0.24%0.29%Q4 2021Q3 20238
Bartlett & Co. LLC 620.00%0.00%0.00%Q2 2020Q2 20228
Trust Asset Management LLC 880.12%0.45%0.88%Q2 2020Q1 20228
HERBST GROUP, LLC 882.49%3.15%3.56%Q4 2021Q3 20238
ONE PLUS ONE WEALTH MANAGEMENT, LLC 880.66%1.17%1.43%Q1 2021Q4 20228
Financial Advocates Investment Management 440.01%0.06%0.12%Q3 2021Q3 20238
Naviter Wealth, LLC 884.02%6.77%8.89%Q4 2021Q3 20238
EXENCIAL WEALTH ADVISORS, LLC 610.02%0.04%0.05%Q3 2020Q4 20228
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2020Q3 20238
Arkos Global Advisors 880.22%0.27%0.32%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Greystone Financial Group, LLC 880.05%1.70%2.58%Q3 2021Q2 20238
KINGS POINT CAPITAL MANAGEMENT 880.00%0.02%0.06%Q2 2020Q1 20228
CenterStar Asset Management, LLC 210.00%0.12%0.22%Q3 2021Q4 20228
Tradition Wealth Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Gainplan LLC 520.09%0.20%0.48%Q1 2021Q1 20237
WEALTHSOURCE PARTNERS, LLC 520.02%0.03%0.05%Q2 2021Q3 20237
HRT FINANCIAL LP 510.00%0.04%0.13%Q3 2020Q1 20237
SG3 Management, LLC 440.01%0.05%0.07%Q1 2021Q4 20217
REUTER JAMES WEALTH MANAGEMENT, LLC 610.91%2.15%2.99%Q4 2021Q3 20237
Cresset Asset Management, LLC 520.00%0.01%0.01%Q2 2020Q3 20237
IHT Wealth Management, LLC 520.01%0.02%0.04%Q1 2021Q3 20237
BALDWIN BROTHERS LLC/MA 770.01%0.77%1.12%Q2 2022Q4 20237
Wealthspire Advisors, LLC 610.03%0.06%0.10%Q3 2021Q3 20237
Capital Financial Services, LLC 770.34%1.31%1.80%Q2 2021Q4 20227
Chicago Wealth Management, Inc. 773.94%6.32%8.48%Q3 2021Q1 20237
CLEAR STREET MARKETS LLC 550.00%0.01%0.02%Q1 2022Q1 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.01%Q2 2020Q4 20217
Sound Point Capital Management, LP 771.52%3.04%4.34%Q2 2020Q4 20217
Onyx Bridge Wealth Group LLC 770.11%0.16%0.22%Q1 2022Q3 20237
REGENTATLANTIC CAPITAL LLC 770.01%0.02%0.03%Q1 2021Q3 20227
Kathleen S. Wright Associates Inc. 430.04%0.04%0.05%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.18%0.24%0.28%Q4 2021Q3 20237
OAK FAMILY ADVISORS, LLC 770.34%0.86%1.77%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
SEARCY FINANCIAL SERVICES INC /ADV 775.68%7.26%8.50%Q1 2022Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 770.02%0.03%0.05%Q4 2020Q2 20227
Segment Wealth Management, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
OPPENHEIMER ASSET MANAGEMENT INC. 510.00%0.01%0.01%Q2 2020Q4 20227
Essex Financial Services, Inc. 770.02%0.16%0.26%Q1 2022Q3 20237
Pacific Center for Financial Services 770.00%0.00%0.00%Q2 2020Q4 20217
Summit Financial Wealth Advisors, LLC 770.04%1.58%3.07%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
Continuum Advisory, LLC 770.31%0.46%0.56%Q1 2022Q3 20237
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Keel Point, LLC 430.05%0.14%0.23%Q4 2020Q3 20227
Virtue Capital Management, LLC 310.04%0.10%0.24%Q2 2020Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
McGowan Group Asset Management, Inc. 770.12%0.12%0.13%Q1 2022Q3 20237
Joseph P. Lucia & Associates, LLC 410.00%0.00%0.01%Q2 2020Q2 20227
Aveo Capital Partners, LLC 770.06%0.70%0.99%Q1 2022Q3 20237
SITTNER & NELSON, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Wellington Shields Capital Management, LLC 770.01%0.03%0.06%Q1 2022Q3 20237
Founders Capital Management 770.02%0.02%0.03%Q2 2022Q4 20237
RFG Advisory, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2020Q3 20237
ARES MANAGEMENT LLC 770.03%0.05%0.07%Q1 2022Q3 20237
CHILDRESS CAPITAL ADVISORS, LLC 770.17%0.24%0.36%Q1 2022Q3 20237
RATIONAL ADVISORS LLC 775.92%6.32%6.66%Q1 2022Q3 20237
Investors Financial Group, LLC 770.36%0.53%0.68%Q2 2020Q4 20217
Sierra Capital LLC 770.06%0.17%0.27%Q1 2022Q3 20237
Claybrook Capital, LLC 660.32%0.39%0.43%Q2 2022Q3 20236
Gladstone Institutional Advisory LLC 660.03%0.04%0.06%Q2 2022Q3 20236
VISTA FINANCE, LLC 662.49%4.88%6.82%Q2 2022Q3 20236
Paragon Capital Management LLC 660.17%0.25%0.41%Q2 2020Q3 20216
Householder Group Estate & Retirement Specialist, LLC 413.36%4.25%4.54%Q4 2021Q3 20236
Flaharty Asset Management, LLC 660.08%0.16%0.25%Q2 2022Q3 20236
Stonegate Investment Group, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
Aviance Capital Partners, LLC 660.38%0.43%0.46%Q2 2022Q3 20236
Wellington Shields & Co., LLC 660.02%0.03%0.05%Q2 2022Q3 20236
MAGNOLIA CAPITAL MANAGEMENT LTD 660.12%0.14%0.15%Q2 2022Q3 20236
Jacobi Capital Management LLC 660.01%0.01%0.01%Q2 2020Q3 20216
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 660.00%0.00%0.00%Q3 2021Q4 20226
PRIVATE TRUST CO NA 660.11%0.13%0.14%Q2 2022Q3 20236
ATWOOD & PALMER INC 660.02%0.02%0.02%Q2 2020Q3 20216
Atlantic Union Bankshares Corp 660.03%0.05%0.07%Q2 2020Q3 20216
DELTA ASSET MANAGEMENT LLC/TN 660.00%0.00%0.00%Q2 2020Q3 20216
Greenspring Advisors, LLC 660.35%0.51%0.61%Q4 2021Q1 20236
Bullseye Investment Management, LLC 663.02%5.64%10.47%Q2 2022Q3 20236
Eudaimonia Partners, LLC 420.01%0.02%0.04%Q2 2020Q2 20226
Artemis Wealth Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Worth Asset Management, LLC 660.03%0.16%0.52%Q1 2022Q2 20236
Violich Capital Management, Inc. 660.08%0.45%0.69%Q2 2022Q3 20236
Frontier Wealth Management LLC 660.02%0.02%0.03%Q2 2020Q3 20216
NEXT Financial Group, Inc 660.01%0.01%0.01%Q3 2020Q4 20216
Maryland State Retirement & Pension System 510.33%0.56%1.21%Q4 2021Q3 20236
Advisors Preferred, LLC 410.24%3.20%10.20%Q1 2021Q3 20236
Robertson Stephens Wealth Management, LLC 660.05%0.08%0.09%Q2 2020Q3 20216
Raleigh Capital Management Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Allianz Asset Management GmbH 660.01%0.01%0.01%Q2 2022Q3 20236
Ahrens Investment Partners LLC 410.05%0.10%0.18%Q2 2020Q1 20236
FOUNDERS FINANCIAL SECURITIES LLC 660.06%0.20%0.27%Q2 2022Q3 20236
Stephens Consulting, LLC 660.01%0.02%0.03%Q4 2021Q1 20236
PHILADELPHIA TRUST CO 660.16%0.22%0.38%Q2 2022Q3 20236
FORTE ASSET MANAGEMENT LLC 661.92%2.19%2.41%Q2 2022Q3 20236
CONDOR CAPITAL MANAGEMENT 660.03%0.05%0.07%Q2 2020Q3 20216
WHITTIER TRUST CO OF NEVADA INC 660.00%0.01%0.01%Q2 2020Q3 20216
Marks Group Wealth Management, Inc 660.12%0.18%0.20%Q1 2022Q2 20236
Q3 Asset Management 310.36%1.49%2.36%Q4 2020Q4 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.20%0.22%0.24%Q2 2022Q3 20236
Ranch Capital Advisors Inc. 660.03%0.04%0.04%Q2 2020Q3 20216
Hamilton Wealth, LLC 310.08%0.09%0.10%Q4 2021Q3 20236
BROWN ADVISORY INC 510.00%0.00%0.01%Q1 2021Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
Strategies Wealth Advisors, LLC 330.16%0.33%0.70%Q4 2021Q2 20236
Indie Asset Partners, LLC 660.85%0.96%1.03%Q2 2022Q3 20236
Larson Financial Group LLC 510.00%0.02%0.04%Q2 2020Q3 20236
Arkadios Wealth Advisors 660.01%0.01%0.03%Q2 2020Q3 20216
Wealthcare Advisory Partners LLC 510.00%0.03%0.04%Q1 2021Q3 20236
WEIK CAPITAL MANAGEMENT 660.08%0.14%0.28%Q2 2020Q3 20216
BARCLAYS PLC 510.00%0.00%0.01%Q1 2022Q3 20236
Concord Wealth Partners 330.00%0.00%0.00%Q4 2021Q2 20236
Montecito Bank & Trust 310.04%0.06%0.10%Q2 2020Q1 20236
KNOTT DAVID M 660.00%0.00%0.00%Q2 2020Q3 20216
Capital Analysts, LLC 330.00%0.00%0.00%Q2 2020Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.07%0.12%Q2 2022Q3 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.02%0.03%0.04%Q2 2020Q3 20216
GUGGENHEIM CAPITAL LLC 660.01%0.02%0.03%Q2 2020Q3 20216
White Pine Investment CO 550.36%0.99%1.24%Q3 2022Q3 20235
STERLING INVESTMENT MANAGEMENT, LLC 550.76%0.80%0.89%Q3 2022Q3 20235
Danda Trouve Investment Management, Inc. 410.02%0.03%0.03%Q1 2021Q3 20225
ROCKLAND TRUST CO 310.01%0.02%0.02%Q3 2020Q1 20225
LMCG INVESTMENTS, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Graticule Asia Macro Advisors LLC 440.06%0.57%1.54%Q4 2020Q3 20215
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
TITLEIST CAPITAL, LLC 550.23%0.35%0.50%Q4 2021Q4 20225
LEVEL FOUR ADVISORY SERVICES, LLC 410.02%0.04%0.07%Q2 2021Q3 20235
Johnson Financial Group, Inc. 410.00%0.00%0.00%Q1 2021Q3 20225
PROFFITT & GOODSON INC 550.02%0.02%0.03%Q2 2020Q2 20215
B&D White Capital Company, LLC 551.78%2.81%3.52%Q1 2022Q1 20235
York Capital Management Global Advisors, LLC 310.05%0.98%1.41%Q3 2020Q3 20235
WEALTH EFFECTS LLC 550.22%0.26%0.29%Q3 2022Q3 20235
PALLADIUM PARTNERS LLC 550.09%0.10%0.11%Q1 2021Q1 20225
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Fernwood Investment Management, LLC 310.08%0.12%0.16%Q2 2020Q3 20225
PEAPACK GLADSTONE FINANCIAL CORP 550.03%0.03%0.04%Q2 2020Q2 20215
Avidian Wealth Solutions, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
MAI Capital Management 550.01%0.01%0.01%Q3 2022Q3 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
STATE OF WISCONSIN INVESTMENT BOARD 550.01%0.08%0.13%Q4 2021Q4 20225
LGL PARTNERS, LLC 320.92%1.68%2.48%Q2 2020Q2 20225
Stelac Advisory Services LLC 410.04%0.07%0.10%Q2 2020Q1 20235
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 550.12%0.20%0.33%Q3 2020Q3 20215
SAXON INTERESTS, INC. 550.58%0.65%0.68%Q2 2022Q2 20235
Southland Equity Partners LLC 210.07%0.15%0.23%Q4 2020Q2 20235
Realta Investment Advisors 550.04%0.05%0.06%Q3 2022Q3 20235
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2020Q3 20235
CMG Global Holdings, LLC 550.16%0.20%0.24%Q1 2021Q1 20225
CIBC Private Wealth Group, LLC 210.00%0.00%0.01%Q4 2020Q3 20235
Ascendant Capital Management, LLC 410.54%0.90%1.27%Q1 2021Q2 20225
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.41%0.56%0.80%Q2 2020Q2 20215
Cypress Wealth Services, LLC 550.06%0.06%0.07%Q3 2022Q3 20235
Nachman Norwood & Parrott, Inc 550.03%0.04%0.04%Q2 2020Q2 20215
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.01%0.24%0.32%Q4 2020Q4 20215
Stratos Wealth Advisors, LLC 310.04%0.18%0.52%Q2 2020Q1 20225
Pinnacle Bancorp, Inc. 550.04%0.04%0.04%Q3 2022Q3 20235
BENJAMIN EDWARDS INC 410.08%0.25%0.36%Q2 2020Q3 20235
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
BOKF, NA 410.01%0.01%0.01%Q2 2020Q3 20235
Hedges Asset Management LLC 550.24%0.41%0.65%Q4 2021Q4 20225
Brookfield Asset Management 210.00%0.01%0.02%Q2 2020Q1 20235
Solstein Capital, LLC 410.01%0.09%0.20%Q4 2020Q2 20225
SRS Capital Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
MCDONALD PARTNERS LLC 550.18%0.21%0.24%Q3 2022Q3 20235
SpiderRock Advisors, LLC 550.49%0.95%1.20%Q2 2022Q2 20235
G&S Capital LLC 550.68%0.75%0.88%Q3 2020Q3 20215
Kesler, Norman & Wride, LLC 550.16%0.35%0.53%Q4 2020Q4 20215
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
Opal Wealth Advisors, LLC 310.14%0.18%0.21%Q2 2021Q3 20235
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q2 2020Q4 20215
Moloney Securities Asset Management, LLC 550.16%0.16%0.18%Q3 2022Q3 20235
Fulcrum Equity Management 551.88%2.30%2.52%Q1 2022Q1 20235
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
Marathon Trading Investment Management LLC 320.02%0.04%0.05%Q2 2020Q3 20215
SNOW CAPITAL MANAGEMENT LP 550.22%0.25%0.29%Q2 2020Q2 20215
Knott David M Jr 550.00%0.00%0.00%Q4 2021Q4 20225
Keebeck Wealth Management, LLC 410.04%0.06%0.10%Q2 2020Q3 20235
Mayfair Advisory Group, LLC 550.33%0.38%0.42%Q1 2021Q1 20225
Financial Enhancement Group LLC 550.06%0.08%0.12%Q2 2021Q2 20225
Altavista Wealth Management, Inc. 550.05%0.10%0.14%Q4 2020Q4 20215
Clark Capital Management Group, Inc. 550.03%0.03%0.04%Q3 2022Q3 20235
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q1 2021Q3 20234
Summit Investment Advisory Services, LLC 440.17%0.22%0.32%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.02%0.02%0.02%Q4 2022Q3 20234
IronBridge Private Wealth, LLC 442.09%3.42%4.54%Q4 2022Q3 20234
Matisse Capital 310.16%2.81%9.05%Q4 2020Q4 20214
ARBOR CAPITAL MANAGEMENT INC /ADV 220.86%1.18%1.34%Q4 2021Q1 20234
Fortis Group Advisors, LLC 310.01%0.07%0.10%Q3 2020Q3 20234
Cyndeo Wealth Partners, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Midwest Wealth Management Inc. 440.14%0.15%0.16%Q2 2021Q1 20224
SHEPHERD KAPLAN KROCHUK, LLC 440.90%1.39%2.08%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Congress Wealth Management LLC / DE / 440.12%0.15%0.20%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.01%0.02%Q4 2021Q3 20234
Graves Light Lenhart Wealth, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
CHICKASAW CAPITAL MANAGEMENT LLC 210.01%0.13%0.40%Q3 2020Q4 20224
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MANCHESTER FINANCIAL INC 440.01%0.01%0.01%Q2 2020Q1 20214
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 310.01%0.01%0.01%Q3 2021Q2 20234
Wealthstreet Investment Advisors, LLC 440.03%0.04%0.05%Q2 2020Q1 20214
Left Brain Wealth Management, LLC 443.56%4.01%4.51%Q4 2022Q3 20234
USCA RIA LLC 220.02%0.02%0.02%Q2 2020Q2 20214
Ausdal Financial Partners, Inc. 440.03%0.21%0.38%Q4 2020Q3 20214
Windsor Advisory Group, LLC 440.95%1.06%1.16%Q4 2022Q3 20234
Trexquant Investment LP 210.01%0.07%0.19%Q2 2020Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Royal Harbor Partners, LLC 442.25%2.58%2.89%Q4 2021Q3 20224
Virtu Financial LLC 310.09%0.30%0.57%Q1 2022Q2 20234
DDFG, Inc 440.13%0.16%0.20%Q4 2022Q3 20234
Enterprise Trust & Investment Co 440.00%0.00%0.00%Q2 2020Q1 20214
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.03%0.03%0.04%Q1 2010Q3 20234
Gateway Wealth Partners, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Eagle Strategies LLC 440.74%0.79%0.89%Q4 2022Q3 20234
FIDUCIARY TRUST CO 440.02%0.02%0.02%Q4 2022Q3 20234
Paloma Partners Management Co 440.02%0.03%0.04%Q2 2020Q1 20214
Ethos Financial Group, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
NOTTINGHAM ADVISORS, INC. 440.02%0.04%0.05%Q2 2020Q1 20214
Greenwich Wealth Management LLC 440.02%0.04%0.05%Q1 2022Q4 20224
MBA Advisors LLC 440.24%0.28%0.32%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Running Point Capital Advisors, LLC 440.21%0.22%0.23%Q4 2020Q3 20214
Connectus Wealth, LLC 220.00%0.00%0.01%Q3 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.02%0.07%0.09%Q2 2021Q3 20234
Financial Gravity Asset Management, Inc. 310.00%0.02%0.04%Q3 2022Q3 20234
Unison Advisors LLC 443.54%4.03%4.92%Q2 2020Q1 20214
HORIZON BANCORP INC /IN/ 310.00%0.00%0.00%Q2 2020Q2 20234
Aries Wealth Management 440.12%0.15%0.16%Q2 2020Q1 20214
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 211.10%1.66%2.20%Q2 2021Q3 20234
Register Financial Advisors LLC 440.06%0.09%0.15%Q4 2022Q3 20234
Kercheville Advisors, LLC 440.18%0.20%0.21%Q4 2022Q3 20234
Financial Sense Advisors, Inc. 220.12%0.16%0.20%Q2 2022Q3 20234
Retirement Planning Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.05%0.07%0.10%Q3 2022Q2 20234
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 440.14%0.14%0.15%Q4 2022Q3 20234
GLENVIEW STATE BANK TRUST DEPT. 310.08%0.10%0.13%Q2 2020Q2 20214
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
Princeton Global Asset Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.06%0.08%0.12%Q4 2022Q3 20234
CONGRESS ASSET MANAGEMENT CO /MA 440.05%0.06%0.08%Q4 2022Q3 20234
TORONTO DOMINION BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
HB Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
High Net Worth Advisory Group LLC 440.00%0.00%0.00%Q4 2021Q3 20224
MPS Loria Financial Planners, LLC 310.08%3.01%5.69%Q2 2020Q3 20234
CPA Asset Management LLC 440.66%0.68%0.70%Q4 2022Q3 20234
Parkside Financial Bank & Trust 210.00%0.00%0.00%Q4 2021Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.04%0.04%0.04%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.13%0.15%0.19%Q1 2023Q3 20233
Global Strategic Investment Solutions, LLC 330.09%0.10%0.11%Q1 2021Q3 20213
L & S Advisors Inc 330.43%0.62%0.98%Q1 2023Q3 20233
Teamwork Financial Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 330.00%0.02%0.03%Q2 2022Q4 20223
Schechter Investment Advisors, LLC 330.23%0.25%0.27%Q1 2023Q3 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 330.02%0.03%0.05%Q2 2021Q4 20213
LVW Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Friedenthal Financial 210.26%2.46%3.69%Q4 2021Q3 20223
RFP Financial Group LLC 210.13%0.14%0.15%Q4 2022Q3 20233
FIRETHORN WEALTH PARTNERS, LLC 330.16%0.18%0.21%Q4 2022Q2 20233
Trail Ridge Investment Advisors, LLC 330.20%0.21%0.21%Q4 2021Q2 20223
NORTHCAPE WEALTH MANAGEMENT, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
BKA Wealth Consulting, Inc. 330.82%1.08%1.50%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 110.15%0.16%0.17%Q3 2021Q3 20223
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q4 2020Q2 20213
Arcus Capital Partners, LLC 331.17%1.27%1.32%Q1 2023Q3 20233
CAXTON ASSOCIATES LP 330.08%0.08%0.08%Q1 2023Q3 20233
KAYNE ANDERSON CAPITAL ADVISORS LP 210.15%0.20%0.24%Q4 2021Q2 20233
Glassman Wealth Services 210.00%0.00%0.00%Q2 2020Q2 20233
Freedom Investment Management, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
MASSMUTUAL TRUST CO FSB/ADV 330.00%0.00%0.00%Q2 2020Q4 20203
WBI INVESTMENTS, LLC 210.06%0.11%0.15%Q2 2020Q1 20213
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
QP WEALTH MANAGEMENT, LLC 110.44%0.99%1.94%Q4 2020Q3 20233
Delta Investment Management, LLC 330.06%0.07%0.09%Q3 2022Q1 20233
M Holdings Securities, Inc. 210.03%0.06%0.12%Q2 2020Q1 20213
Tempus Wealth Planning, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
HMS Capital Management, LLC 331.25%1.86%2.69%Q2 2021Q4 20213
D'Orazio & Associates, Inc. 330.01%0.01%0.01%Q2 2020Q4 20203
WEST BANCORPORATION INC 210.01%0.01%0.01%Q3 2020Q1 20223
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
West Family Investments, Inc. 330.88%1.03%1.30%Q3 2020Q1 20213
Beaumont Financial Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.02%0.02%0.03%Q3 2020Q1 20213
TITLEIST ASSET MANAGEMENT, LLC 330.24%0.25%0.26%Q1 2023Q3 20233
INVESTMENT HOUSE LLC 330.09%0.14%0.17%Q1 2023Q3 20233
Lee Financial Co 330.00%0.00%0.00%Q2 2020Q4 20203
Sabal Trust CO 330.02%0.02%0.02%Q1 2021Q3 20213
Sunflower Bank, N.A. 330.04%0.04%0.05%Q4 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Schonfeld Strategic Advisors LLC 110.01%0.03%0.07%Q4 2020Q3 20233
Shulman DeMeo Asset Management LLC 330.08%0.09%0.10%Q3 2020Q1 20213
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
Altman Advisors, Inc. 330.51%1.19%1.56%Q3 2022Q1 20233
Allen Capital Group, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.28%0.31%0.33%Q2 2022Q4 20223
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2021Q2 20223
Palouse Capital Management, Inc. 331.24%1.30%1.39%Q1 2023Q3 20233
Lowe Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Clearview Wealth Advisors LLC 330.02%0.03%0.03%Q4 2022Q2 20233
IMA Wealth, Inc. 330.00%0.00%0.01%Q2 2020Q4 20203
CAXTON CORP 332.03%2.59%2.88%Q3 2022Q1 20233
Nalls Sherbakoff Group, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Granite Point Capital Management, L.P. 330.05%0.07%0.09%Q4 2020Q2 20213
STRATEGY ASSET MANAGERS LLC 330.15%0.16%0.19%Q1 2023Q3 20233
Merriman Wealth Management, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Laffer Tengler Investments, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
MGO ONE SEVEN LLC 110.02%0.03%0.04%Q1 2021Q3 20233
CALTON & ASSOCIATES, INC. 210.04%0.13%0.28%Q1 2021Q1 20223
WHITTIER TRUST CO 210.00%0.00%0.00%Q2 2020Q4 20213
Providence First Trust Co 330.55%0.56%0.59%Q1 2023Q3 20233
PINNACLE FINANCIAL PARTNERS INC 330.01%0.02%0.03%Q2 2021Q4 20213
Beacon Capital Management, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Empire Financial Management Company, LLC 330.17%0.18%0.20%Q1 2023Q3 20233
Phoenix Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
VCU Investment Management Co 336.95%9.39%11.59%Q3 2020Q1 20213
Swift Run Capital 333.00%3.60%4.48%Q2 2020Q4 20203
HBW ADVISORY SERVICES LLC 210.06%0.18%0.34%Q2 2021Q4 20223
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.01%0.01%Q2 2020Q4 20203
Aristides Capital LLC 210.06%0.29%0.59%Q1 2021Q1 20233
DFPG INVESTMENTS, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q2 2021Q4 20223
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
Icon Wealth Partners, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
TCWP LLC 330.09%0.14%0.21%Q4 2021Q2 20223
Stonehage Fleming Financial Services Holdings Ltd 330.00%0.00%0.00%Q3 2022Q1 20233
S.C. Financial Services, Inc. 210.32%0.34%0.38%Q4 2021Q3 20223
ARS Investment Partners, LLC 210.03%0.03%0.03%Q3 2020Q3 20223
Black Maple Capital Management LP 330.32%0.54%0.78%Q4 2022Q2 20233
MISSION WEALTH MANAGEMENT, LP 210.01%0.02%0.03%Q2 2020Q1 20213
COLDSTREAM CAPITAL MANAGEMENT INC 210.01%0.02%0.02%Q2 2020Q1 20213
M&T BANK CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Global Trust Asset Management, LLC 210.03%0.12%0.20%Q1 2022Q3 20233
PFG Advisors 330.48%0.58%0.76%Q1 2023Q3 20233
McKinley Carter Wealth Services, Inc. 330.02%0.03%0.03%Q4 2020Q2 20213
SOA Wealth Advisors, LLC. 330.00%0.00%0.00%Q4 2020Q2 20213
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Johnson Midwest Financial, LLC 220.03%0.05%0.08%Q2 2023Q3 20232
UBS OCONNOR LLC 220.03%0.04%0.04%Q4 2020Q1 20212
LAZARI CAPITAL MANAGEMENT, INC. 220.14%0.15%0.16%Q2 2023Q3 20232
WFA of San Diego, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 110.30%0.31%0.31%Q3 2022Q3 20232
Founders Financial Alliance, LLC 110.02%0.10%0.17%Q3 2020Q2 20222
Legacy Advisors, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
West Tower Group, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
Quadrant Private Wealth Management, LLC 220.09%0.09%0.09%Q1 2022Q2 20222
LOGAN CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
TCG Advisory Services, LLC 220.08%0.21%0.33%Q4 2020Q1 20212
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2020Q3 20202
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Wambolt & Associates, LLC 220.47%0.59%0.72%Q2 2020Q3 20202
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Salient Capital Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20212
Clearstead Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
INSIGHT 2811, INC. 220.44%0.52%0.60%Q4 2021Q1 20222
JOHNSON INVESTMENT COUNSEL INC 110.01%0.02%0.02%Q1 2022Q2 20232
Ulland Investment Advisors, LLC 110.09%0.15%0.21%Q2 2022Q3 20232
THOMPSON INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Deane Retirement Strategies, Inc. 222.89%2.99%3.09%Q2 2022Q3 20222
CENTRAL BANK & TRUST CO 220.01%0.02%0.03%Q3 2020Q4 20202
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Fi3 FINANCIAL ADVISORS, LLC 220.34%0.39%0.44%Q1 2021Q2 20212
Kistler-Tiffany Companies, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
Moran Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Aptus Capital Advisors, LLC 110.00%0.02%0.03%Q2 2021Q3 20232
Mach-1 Financial Group, LLC 220.08%0.11%0.14%Q2 2023Q3 20232
Diversified Trust Co 220.02%0.02%0.02%Q1 2023Q2 20232
tru Independence LLC 110.01%0.07%0.14%Q2 2020Q4 20202
Allred Capital Management, LLC 220.06%0.09%0.12%Q1 2021Q2 20212
AGILIS PARTNERS LLC 220.52%0.75%0.99%Q2 2020Q3 20202
AlphaCore Capital LLC 220.39%0.40%0.42%Q2 2023Q3 20232
Edge Capital Group, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Independent Advisor Alliance 110.01%0.01%0.01%Q2 2021Q3 20222
MILLER HOWARD INVESTMENTS INC /NY 110.02%0.02%0.03%Q4 2020Q4 20212
MIRABELLA FINANCIAL SERVICES LLP 110.11%1.18%2.25%Q1 2022Q1 20232
Rye Brook Capital LLC 220.06%0.07%0.09%Q2 2023Q3 20232
Concorde Financial Corp 220.02%0.02%0.03%Q1 2022Q2 20222
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2021Q3 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.03%0.03%Q2 2022Q3 20222
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.04%0.08%Q4 2022Q1 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Antonetti Capital Management LLC 110.00%0.00%0.00%Q2 2010Q3 20212
Greenland Capital Management LP 220.14%0.16%0.18%Q2 2023Q3 20232
Kathmere Capital Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Boothe Investment Group, Inc. 223.76%3.90%4.04%Q3 2020Q4 20202
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.01%0.01%Q2 2020Q3 20202
Ergoteles LLC 110.01%0.10%0.20%Q1 2021Q1 20222
RWA WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Capital Investment Advisory Services, LLC 110.02%0.02%0.02%Q2 2021Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Leelyn Smith, LLC 110.01%0.15%0.30%Q2 2020Q4 20202
Clarity Financial LLC 220.20%1.30%2.39%Q1 2021Q2 20212
Auour Investments LLC 220.32%0.34%0.35%Q2 2023Q3 20232
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2021Q3 20222
Wealth Quarterback LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Personal Wealth Partners 110.02%0.06%0.09%Q2 2021Q1 20222
Cadence Wealth Management LLC 220.26%0.27%0.28%Q3 2021Q4 20212
Logan Stone Capital, LLC 110.26%0.32%0.36%Q1 2022Q1 20232
Spotlight Asset Group, Inc. 220.23%0.26%0.29%Q2 2023Q3 20232
Berman Capital Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
OLD MISSION CAPITAL LLC 220.05%0.09%0.13%Q4 2021Q1 20222
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 221.80%1.89%1.97%Q2 2023Q3 20232
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Richwood Investment Advisors, LLC 220.16%0.17%0.18%Q4 2021Q1 20222
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q2 2020Q1 20222
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Altus Wealth Group LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Balentine LLC 110.01%0.02%0.03%Q2 2020Q1 20222
LifePlan Financial Group, Inc 220.00%0.00%0.00%Q2 2020Q3 20202
Zions Bancorporation, N.A. 110.01%0.25%0.48%Q4 2020Q4 20212
DB Wealth Management Group, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
AGF Investments LLC 220.00%0.00%0.00%Q2 2022Q3 20222
BRR OpCo, LLC 110.01%0.02%0.02%Q1 2020Q2 20212
Lake Hills Wealth Management, LLC 111.10%2.32%3.55%Q4 2021Q3 20232
Weaver Consulting Group 220.01%0.01%0.01%Q2 2020Q3 20202
Centiva Capital, LP 110.00%0.00%0.00%Q1 2021Q3 20212
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20232
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.02%Q3 2022Q3 20222
Bellwether Advisors, LLC 110.01%0.01%0.01%Q2 2021Q1 20222
FLOW TRADERS U.S. LLC 110.03%0.09%0.14%Q2 2020Q4 20222
ORG Partners LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Trek Financial, LLC 110.08%0.11%0.14%Q4 2020Q3 20232
VERUS CAPITAL PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q3 20232
Banque Cantonale Vaudoise 220.01%0.01%0.02%Q2 2020Q3 20202
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2020Q4 20222
CORRADO ADVISORS, LLC 110.01%0.30%0.60%Q3 2020Q4 20222
Busey Bank 110.01%0.02%0.02%Q3 2021Q1 20222
Invst, LLC 220.04%0.06%0.09%Q2 2023Q3 20232
HOLLENCREST CAPITAL MANAGEMENT 220.07%0.09%0.10%Q2 2020Q3 20202
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20222
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
JBJ Investment Partners, LLC 110.65%0.65%0.65%Q2 2020Q2 20201
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
XR Securities LLC 110.03%0.03%0.03%Q2 2020Q2 20201
LGT Financial Advisors LLC 110.21%0.21%0.21%Q3 2023Q3 20231
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Context Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Spectrum Management Group, LLC 110.77%0.77%0.77%Q3 2022Q3 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Headlands Technologies LLC 110.04%0.04%0.04%Q3 2023Q3 20231
FINANCIAL MANAGEMENT NETWORK INC 110.31%0.31%0.31%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fiduciary Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KAVAR CAPITAL PARTNERS GROUP, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
TCG Advisors, LP 110.48%0.48%0.48%Q2 2020Q2 20201
MURPHY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q2 2021Q2 20211
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Omnia Family Wealth, LLC 110.24%0.24%0.24%Q2 2020Q2 20201
Verition Fund Management LLC 110.04%0.04%0.04%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
LS Investment Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Legacy Capital Group California, Inc. 110.84%0.84%0.84%Q1 2023Q1 20231
WOODWARD DIVERSIFIED CAPITAL, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
AXS Investments LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
J Arnold Wealth Management Co 110.52%0.52%0.52%Q4 2022Q4 20221
Oder Investment Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
SVB WEALTH LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Sourcerock Group LLC 110.58%0.58%0.58%Q4 2022Q4 20221
20/20 Capital Management, Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Crown Wealth Group, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Institute for Wealth Management, LLC. 110.12%0.12%0.12%Q2 2020Q2 20201
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BALLAST ADVISORS LLC 110.14%0.14%0.14%Q2 2020Q2 20201
BALYASNY ASSET MANAGEMENT L.P. 110.04%0.04%0.04%Q2 2022Q2 20221
Douglass Winthrop Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PFS Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q2 2023Q2 20231
WEXFORD CAPITAL LP 110.29%0.29%0.29%Q3 2022Q3 20221
Certified Advisory Corp 110.00%0.00%0.00%Q2 2020Q2 20201
FNY Investment Advisers, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Berger Financial Group, Inc 110.04%0.04%0.04%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Abundance Wealth Counselors 110.26%0.26%0.26%Q3 2020Q3 20201
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Biltmore Capital Advisors LLC 110.05%0.05%0.05%Q2 2021Q2 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
CPR Investments Inc. 110.30%0.30%0.30%Q3 2022Q3 20221
Hall Kathryn A. 110.93%0.93%0.93%Q1 2023Q1 20231
Manning & Napier Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Glaxis Capital Management, LLC 116.21%6.21%6.21%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Coulter & Justus Financial Services, LLC 110.77%0.77%0.77%Q4 2021Q4 20211
MOSELEY INVESTMENT MANAGEMENT INC 110.12%0.12%0.12%Q1 2021Q1 20211
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q1 2022Q1 20221
WOODMONT INVESTMENT COUNSEL LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Icon Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
TELEMUS CAPITAL, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
1776 Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Vectors Research Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Virginia National Bank 111.00%1.00%1.00%Q3 2023Q3 20231
Avalon Investment & Advisory 110.01%0.01%0.01%Q4 2020Q4 20201
Grace Capital 110.28%0.28%0.28%Q2 2020Q2 20201
RDA Financial Network 110.09%0.09%0.09%Q3 2023Q3 20231
COLONY GROUP LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Royal Fund Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SFI Advisors, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
PRELUDE CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
ClearBridge Investments 110.00%0.00%0.00%Q2 2020Q2 20201
Kamunting Street Capital Management, L.P. 110.56%0.56%0.56%Q2 2020Q2 20201
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
FSA Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Blueshift Asset Management, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Haverford Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
ExodusPoint Capital Management, LP 110.05%0.05%0.05%Q3 2021Q3 20211
HighTower Trust Company, N.A. 110.65%0.65%0.65%Q2 2022Q2 20221
Northwest Bancshares, Inc. 110.06%0.06%0.06%Q2 2020Q2 20201
HYA Advisors, Inc 110.16%0.16%0.16%Q2 2020Q2 20201
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Ellevest, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
PLIMOTH TRUST CO LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Barnett & Company, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Mutual Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KMG FIDUCIARY PARTNERS, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Warwick Investment Management, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
MKP Capital Management, L.L.C. 110.93%0.93%0.93%Q4 2021Q4 20211
Milestone Advisory Partners 110.21%0.21%0.21%Q3 2023Q3 20231
Pure Financial Advisors, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
Cassia Capital Partners, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
BNC WEALTH MANAGEMENT, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
Cinctive Capital Management LP 113.54%3.54%3.54%Q2 2020Q2 20201
Western Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ARDSLEY ADVISORY PARTNERS LP 110.86%0.86%0.86%Q2 2021Q2 20211
Blueprint Investment Partners LLC 110.27%0.27%0.27%Q2 2023Q2 20231
First Capital Advisors Group, LLC. 110.03%0.03%0.03%Q2 2023Q2 20231
One Capital Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
MARINER INVESTMENT GROUP LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Formidable Asset Management, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
WESPAC Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Engrave Wealth Partners LLC 110.21%0.21%0.21%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Services Advisory Inc 110.14%0.14%0.14%Q2 2021Q2 20211
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SIMON QUICK ADVISORS, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Permit Capital Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Wealth Enhancement & Preservation of GA, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Atria Investments, Inc 110.04%0.04%0.04%Q4 2020Q4 20201
V Wealth Advisors LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Financial Architects, Inc 110.01%0.01%0.01%Q2 2020Q2 20201
Cordant, Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q2 2020Q2 20201
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Perigon Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Athanor Capital, LP 110.02%0.02%0.02%Q1 2021Q1 20211
BUCKHEAD CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2023Q3 20231
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2021Q2 20211
FormulaFolio Investments, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Better Money Decisions, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q3 2020Q3 20201
Diameter Capital Partners LP 114.68%4.68%4.68%Q4 2020Q4 20201
qPULA Trading Management LP 110.63%0.63%0.63%Q4 2020Q4 20201
Walleye Capital LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Moors & Cabot, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Cyrus J. Lawrence, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.24%0.24%0.24%Q4 2020Q4 20201
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q2 2021Q2 20211
Miracle Mile Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Financial Insights, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
JMG Financial Group, Ltd. 110.02%0.02%0.02%Q4 2020Q4 20201
Westwind Capital 110.01%0.01%0.01%Q2 2020Q2 20201
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q3 2023Q3 20231
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
Bayesian Capital Management, LP 110.13%0.13%0.13%Q2 2020Q2 20201
SUNFLOWER BANK, NA WEALTH MANAGEMENT 110.08%0.08%0.08%Q2 2020Q2 20201
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CX Institutional 110.02%0.02%0.02%Q2 2022Q2 20221
ADE, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Crescent Grove Advisors, LLC 110.81%0.81%0.81%Q2 2023Q2 20231
PRIVATE CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q2 2021Q2 20211
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2021Q1 20211
Private Ocean, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Hilton Capital Management, LLC 111.07%1.07%1.07%Q3 2023Q3 20231
Schoolcraft Capital LLC 110.11%0.11%0.11%Q1 2020Q1 20201
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Aprio Wealth Management, LLC 110.88%0.88%0.88%Q2 2020Q2 20201
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CFM WEALTH PARTNERS LLC 110.02%0.02%0.02%Q2 2020Q2 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.15%0.15%0.15%Q3 2023Q3 20231
Wright Fund Management, LLC 111.66%1.66%1.66%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
SOUTHPORT MANAGEMENT, L.L.C. 112.87%2.87%2.87%Q3 2023Q3 20231
Wharton Business Group, LLC 110.23%0.23%0.23%Q2 2020Q2 20201
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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