ARK ETF TR shareholder history

Current and past ARK ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25250.00%0.02%0.12%Q3 2017Q3 202367
Cutler Group LLC / CA 19190.00%0.18%1.29%Q1 2019Q3 202351
WOLVERINE TRADING, LLC 1420.00%0.05%0.28%Q1 2018Q3 202349
ROYAL BANK OF CANADA 34340.00%0.01%0.06%Q2 2015Q3 202346
JANE STREET GROUP, LLC 1920.00%0.04%0.25%Q4 2014Q3 202345
BANK OF AMERICA CORP /DE/ 2020.00%0.02%0.09%Q1 2018Q3 202345
Citadel Advisors 1420.00%0.03%0.08%Q1 2018Q3 202344
UBS Group AG 2310.00%0.01%0.04%Q4 2014Q3 202343
HighTower Advisors, LLC 26260.00%0.10%0.62%Q2 2017Q3 202341
BANK OF MONTREAL /CAN/ 2120.00%0.01%0.06%Q4 2017Q3 202339
GOLDMAN SACHS GROUP INC 13130.00%0.05%0.22%Q3 2020Q3 202336
CITIGROUP INC 25250.00%0.02%0.13%Q3 2017Q3 202334
MILLENNIUM MANAGEMENT LLC 1210.00%0.02%0.08%Q2 2020Q3 202333
Hartford Financial Management Inc. 32320.01%0.02%0.06%Q4 2015Q3 202332
Private Advisor Group, LLC 25250.00%0.26%1.28%Q3 2017Q3 202332
HAP Trading, LLC 13130.00%0.18%1.70%Q3 2020Q3 202331
Parallax Volatility Advisers, L.P. 610.00%0.04%0.18%Q2 2019Q3 202331
BNP PARIBAS FINANCIAL MARKETS 1220.00%0.04%0.30%Q1 2020Q3 202330
BLUEFIN CAPITAL MANAGEMENT, LLC 11110.00%0.69%4.50%Q1 2021Q3 202328
PEAK6 Investments LLC 12120.00%0.06%0.32%Q4 2020Q3 202328
Cetera Advisor Networks LLC 26260.00%0.14%0.36%Q2 2017Q3 202328
MORGAN STANLEY 26260.00%0.07%0.19%Q2 2017Q3 202326
Stonehage Fleming Financial Services Holdings Ltd 26260.00%0.03%0.08%Q2 2017Q3 202326
AlphaMark Advisors, LLC 26260.02%0.09%0.19%Q2 2017Q3 202326
Walleye Trading LLC 11110.01%0.03%0.08%Q1 2021Q3 202326
LPL Financial LLC 26260.00%0.18%0.51%Q2 2017Q3 202326
US BANCORP \DE\ 26260.00%0.00%0.01%Q2 2017Q3 202326
IFP Advisors, Inc 1710.02%0.14%0.32%Q1 2016Q3 202326
Bison Wealth, LLC 26260.21%1.94%4.21%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 25250.01%0.05%0.17%Q3 2017Q3 202325
Financial Management Professionals, Inc. 25250.00%0.01%0.04%Q3 2017Q3 202325
Advisory Services Network, LLC 25250.00%0.05%0.20%Q3 2017Q3 202325
Baird Financial Group, Inc. 25250.01%0.04%0.08%Q3 2017Q3 202325
WELLS FARGO & COMPANY/MN 22220.00%0.03%0.11%Q2 2018Q3 202325
RAYMOND JAMES & ASSOCIATES 25250.00%0.09%0.22%Q3 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.03%0.13%Q3 2017Q3 202325
Sigma Planning Corp 25250.04%0.27%0.57%Q3 2017Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.00%0.00%Q3 2017Q3 202325
Janney Montgomery Scott LLC 24240.01%0.03%0.07%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.06%0.22%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.04%0.17%0.71%Q4 2017Q3 202324
Legacy Private Trust Co. 24240.02%0.64%1.59%Q4 2017Q3 202324
Wealthcare Advisory Partners LLC 13110.00%0.02%0.09%Q3 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.00%0.23%0.65%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 24240.00%0.16%0.51%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.16%0.47%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.16%0.59%Q4 2017Q3 202324
CREDIT SUISSE AG/ 1410.00%0.01%0.05%Q4 2019Q3 202324
Financial Advocates Investment Management 24240.02%0.10%0.21%Q4 2017Q3 202324
CIBC WORLD MARKET INC. 24240.00%0.02%0.08%Q4 2017Q3 202324
DAVENPORT & Co LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
Caprock Group, LLC 23230.02%0.09%0.16%Q1 2018Q3 202323
OPPENHEIMER & CO INC 1940.01%0.06%0.16%Q4 2017Q3 202323
McKinley Carter Wealth Services, Inc. 23230.03%1.46%5.10%Q1 2017Q3 202223
Clearstead Advisors, LLC 23230.00%0.10%0.27%Q1 2018Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.16%0.36%Q2 2018Q3 202323
Parallel Advisors, LLC 23230.02%0.12%0.29%Q1 2018Q3 202323
SCOTIA CAPITAL INC. 23230.01%0.05%0.14%Q1 2018Q3 202323
Arete Wealth Advisors, LLC 23230.02%0.45%2.13%Q4 2017Q2 202323
FIFTH THIRD BANCORP 23230.00%0.12%0.48%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 23230.02%0.10%0.33%Q1 2018Q3 202323
Creative Planning 1510.00%0.00%0.02%Q2 2017Q3 202323
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23230.00%0.07%0.17%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.11%0.42%Q1 2018Q3 202323
Snowden Capital Advisors LLC 1580.14%0.88%1.70%Q4 2017Q3 202323
Strategic Advisors LLC 22220.12%0.81%2.13%Q2 2018Q3 202322
IHT Wealth Management, LLC 2020.00%0.12%0.33%Q4 2017Q3 202322
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.01%0.02%Q1 2018Q3 202322
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2017Q3 202322
JNBA Financial Advisors 2020.00%0.01%0.02%Q1 2018Q3 202322
PRELUDE CAPITAL MANAGEMENT, LLC 1110.00%0.16%0.53%Q3 2020Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 11100.00%0.00%0.01%Q2 2018Q3 202321
HBK Sorce Advisory LLC 21210.03%0.06%0.17%Q3 2018Q3 202321
STEPHENS INC /AR/ 21210.01%0.04%0.10%Q3 2018Q3 202321
Squarepoint Ops LLC 990.00%0.08%0.28%Q1 2021Q1 202321
Patriot Financial Group Insurance Agency, LLC 21210.00%0.31%2.00%Q3 2018Q3 202321
NewEdge Advisors, LLC 21210.01%0.08%0.25%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.01%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.01%0.02%Q4 2017Q4 202221
BALYASNY ASSET MANAGEMENT L.P. 920.00%0.05%0.26%Q4 2020Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
WEDBUSH SECURITIES INC 21210.04%0.08%0.21%Q3 2018Q3 202321
Cetera Advisors LLC 1370.00%0.08%0.29%Q4 2017Q3 202321
Ausdal Financial Partners, Inc. 21210.06%0.44%1.02%Q3 2018Q3 202321
Brookstone Capital Management 1730.02%0.43%1.78%Q1 2018Q3 202320
SlateStone Wealth, LLC 20200.03%0.73%1.36%Q4 2018Q3 202320
Merit Financial Group, LLC 20200.04%3.66%12.51%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.07%0.43%0.92%Q4 2018Q3 202320
PFG Advisors 20200.14%0.81%2.19%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.05%0.41%1.09%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20201.42%6.21%17.98%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.02%0.11%Q4 2018Q3 202320
Dynamic Advisor Solutions LLC 15150.00%0.25%0.57%Q1 2020Q3 202320
Steward Partners Investment Advisory, LLC 1910.00%0.05%0.20%Q3 2018Q3 202320
Capital Investment Advisors, LLC 20200.02%0.06%0.19%Q1 2019Q4 202320
CWM, LLC 1280.00%0.03%0.04%Q3 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.05%0.12%0.23%Q4 2018Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1280.00%0.04%0.11%Q1 2018Q3 202320
Tower Research Capital LLC (TRC) 1210.00%0.11%0.51%Q3 2016Q3 202320
New England Private Wealth Advisors LLC 20200.23%1.40%4.56%Q4 2018Q3 202320
American Portfolios Advisors 20200.41%1.34%2.92%Q4 2017Q3 202220
StoneX Group Inc. 1730.16%0.81%1.83%Q4 2017Q3 202320
Aptus Capital Advisors, LLC 19190.01%0.03%0.08%Q1 2019Q3 202319
Global Retirement Partners, LLC 760.00%0.06%0.36%Q4 2017Q3 202319
JPMORGAN CHASE & CO 1510.00%0.01%0.02%Q1 2018Q3 202319
Private Capital Group, LLC 19190.02%0.03%0.06%Q4 2017Q2 202219
Carroll Financial Associates, Inc. 19190.15%1.12%2.46%Q2 2017Q4 202119
TSFG, LLC 19190.00%0.08%0.40%Q1 2019Q3 202319
ASSETMARK, INC 19190.00%0.00%0.01%Q1 2019Q3 202319
TRUST CO OF VERMONT 19190.00%0.04%0.12%Q1 2019Q3 202319
REDW Wealth LLC 19190.28%2.76%7.21%Q3 2017Q1 202219
Lido Advisors, LLC 1110.00%0.01%0.02%Q1 2020Q2 202319
BOURGEON CAPITAL MANAGEMENT LLC 19190.02%0.06%0.16%Q1 2019Q3 202319
Prestige Wealth Management Group LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Realta Investment Advisors 19190.02%0.25%0.62%Q1 2019Q3 202319
IFG Advisory, LLC 1630.03%0.11%0.36%Q2 2018Q3 202319
TRUE Private Wealth Advisors 1210.00%0.09%0.41%Q2 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.02%0.05%Q3 2020Q3 202319
Intercontinental Wealth Advisors, LLC 19190.00%0.78%1.76%Q4 2018Q2 202319
RAYMOND JAMES TRUST N.A. 19190.01%0.04%0.08%Q1 2019Q3 202319
Allworth Financial LP 18180.00%0.01%0.02%Q2 2019Q3 202318
Archford Capital Strategies, LLC 1620.01%0.61%1.76%Q1 2019Q3 202318
ARK Investment Management 13130.00%0.01%0.04%Q3 2020Q3 202318
XR Securities LLC 910.00%0.06%0.37%Q1 2021Q3 202318
AVANTAX ADVISORY SERVICES, INC. 1620.01%0.09%0.27%Q4 2018Q3 202318
Moors & Cabot, Inc. 18180.05%0.17%0.34%Q2 2019Q3 202318
Signature Wealth Management Group 18180.19%0.91%2.27%Q2 2018Q3 202218
Cornerstone Wealth Management, LLC 1530.03%0.30%0.66%Q1 2019Q3 202318
CENTAURUS FINANCIAL, INC. 1610.02%0.08%0.39%Q2 2018Q3 202318
Claraphi Advisory Network, LLC 18180.35%7.38%14.55%Q2 2018Q3 202218
INTERACTIVE FINANCIAL ADVISORS, INC. 18180.16%0.90%2.19%Q2 2019Q3 202318
Jaffetilchin Investment Partners, LLC 18180.04%0.24%0.49%Q2 2019Q3 202318
FMR LLC 1260.00%0.00%0.00%Q4 2018Q3 202318
CAPTRUST FINANCIAL ADVISORS 1410.00%0.09%0.25%Q3 2018Q3 202317
Belpointe Asset Management LLC 1520.01%0.07%0.31%Q2 2019Q3 202317
Royal Fund Management, LLC 1160.00%0.27%0.71%Q4 2018Q3 202317
Ancora Advisors LLC 1610.00%0.00%0.02%Q3 2018Q3 202317
Beirne Wealth Consulting Services, LLC 17170.94%2.42%4.11%Q1 2019Q1 202317
BUCKINGHAM STRATEGIC WEALTH, LLC 17170.01%0.05%0.07%Q1 2018Q1 202217
BARCLAYS PLC 12120.00%0.01%0.05%Q4 2020Q3 202317
Verition Fund Management LLC 910.00%0.03%0.11%Q1 2021Q3 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 17170.27%1.46%2.96%Q3 2018Q3 202217
Jefferies Group LLC 770.00%0.13%0.78%Q1 2021Q3 202217
Canal Capital Management, LLC 17170.09%0.50%1.26%Q1 2018Q1 202217
SIMPLEX TRADING, LLC 1210.00%0.00%0.02%Q1 2018Q2 202317
Cetera Investment Advisers 15150.00%0.11%0.26%Q1 2020Q3 202317
HARVEST GROUP WEALTH MANAGEMENT, LLC 17170.10%4.48%8.00%Q1 2019Q1 202317
PERSONAL CFO SOLUTIONS, LLC 17170.05%0.25%0.58%Q3 2019Q3 202317
Longitude (Cayman) Ltd. 12120.36%3.39%5.85%Q4 2020Q3 202316
Ascension Capital Advisors, Inc. 16165.22%10.30%15.33%Q4 2019Q3 202316
RPg Family Wealth Advisory, LLC 1242.22%3.68%4.66%Q1 2018Q1 202216
Sugarloaf Wealth Management, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.07%Q4 2019Q3 202316
SkyOak Wealth, LLC 16161.08%1.72%2.51%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.09%0.23%Q4 2019Q3 202316
Gradient Investments LLC 1330.00%0.00%0.00%Q3 2019Q3 202316
Riggs Asset Managment Co. Inc. 16160.00%0.06%0.20%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
ALPINE WOODS CAPITAL INVESTORS, LLC 16160.05%0.13%0.21%Q4 2018Q3 202216
One Charles Private Wealth Services, LLC 16162.20%6.77%14.63%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.93%6.32%14.18%Q4 2019Q3 202316
Cresset Asset Management, LLC 14140.02%0.54%1.53%Q2 2020Q3 202316
Sanctuary Wealth Management, L.L.C. 1110.57%2.24%8.67%Q1 2010Q3 202316
XML Financial, LLC 16160.04%0.92%2.23%Q4 2019Q3 202316
Savior LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
SG3 Management, LLC 610.01%0.16%0.51%Q4 2020Q3 202216
Shay Capital LLC 910.00%0.24%1.56%Q4 2020Q2 202316
Financial Architects, Inc 16160.01%0.04%0.11%Q1 2018Q4 202116
Avidian Wealth Solutions, LLC 1310.02%0.27%1.51%Q4 2018Q3 202316
Integrated Wealth Concepts LLC 16160.02%0.07%0.16%Q4 2019Q3 202316
PITTENGER & ANDERSON INC 15150.00%0.01%0.06%Q1 2020Q3 202315
AE Wealth Management LLC 15150.01%0.09%0.23%Q1 2020Q3 202315
Redhawk Wealth Advisors, Inc. 1410.03%1.01%4.13%Q2 2019Q3 202315
Eudaimonia Partners, LLC 870.22%0.42%0.62%Q4 2019Q3 202315
Anchor Investment Management, LLC 15150.00%0.00%0.00%Q2 2020Q4 202315
CAROLINAS WEALTH CONSULTING LLC 15150.06%1.06%3.25%Q1 2020Q3 202315
Strategic Blueprint, LLC 1410.04%0.26%0.52%Q3 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.15%0.31%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1310.01%0.04%0.08%Q3 2011Q3 202315
Roof Eidam Maycock Peralta, LLC 15150.10%0.25%0.62%Q1 2018Q3 202115
Carnegie Capital Asset Management, LLC 15150.04%0.19%0.46%Q1 2020Q3 202315
Silicon Hills Wealth Management, LLC 15150.20%1.09%2.66%Q4 2019Q2 202315
REILLY FINANCIAL ADVISORS, LLC 15150.00%0.00%0.01%Q2 2018Q4 202115
BENJAMIN EDWARDS INC 15150.00%0.19%0.57%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.03%0.06%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.01%0.04%Q4 2020Q3 202315
Arkos Global Advisors 15150.09%0.44%1.05%Q1 2020Q3 202315
Simplicity Solutions, LLC 15150.13%0.47%1.77%Q1 2020Q3 202315
Bryn Mawr Capital Management, LLC 15150.03%0.28%0.97%Q1 2020Q3 202315
Chicago Partners Investment Group LLC 1230.00%0.12%0.32%Q1 2018Q3 202315
HBW ADVISORY SERVICES LLC 15150.48%1.65%3.45%Q1 2020Q3 202315
VALLEY NATIONAL ADVISERS INC 15150.00%0.01%0.02%Q1 2020Q3 202315
IAG Wealth Partners, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
BREWIN DOLPHIN LTD 1320.00%0.00%0.01%Q3 2018Q2 202215
MONECO Advisors, LLC 15150.06%0.53%1.44%Q1 2020Q3 202315
J.P. Morgan Private Wealth Advisors LLC 15150.00%0.02%0.06%Q1 2020Q3 202315
Kovack Advisors, Inc. 630.00%0.15%0.48%Q4 2017Q3 202315
MGO ONE SEVEN LLC 1230.02%0.18%0.59%Q2 2019Q3 202315
SIGNATUREFD, LLC 13130.00%0.01%0.02%Q3 2020Q3 202314
Financial Advisory Group 14140.73%1.47%2.54%Q2 2020Q3 202314
Essex Financial Services, Inc. 1010.02%0.12%0.29%Q3 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.05%0.23%0.70%Q4 2019Q3 202314
Claro Advisors LLC 1310.01%0.34%0.79%Q4 2018Q3 202314
Prospera Financial Services Inc 14140.03%0.09%0.18%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 14140.02%0.05%0.10%Q2 2020Q3 202314
ATWOOD & PALMER INC 14140.00%0.00%0.00%Q2 2020Q3 202314
OneDigital Investment Advisors LLC 14140.01%0.50%2.13%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.02%0.06%Q2 2020Q3 202314
Procyon Advisors, LLC 1130.00%0.05%0.12%Q4 2019Q3 202314
Csenge Advisory Group 14140.06%0.34%0.72%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.03%0.08%Q2 2020Q3 202314
Glassman Wealth Services 14140.01%0.10%0.22%Q2 2020Q3 202314
Front Row Advisors LLC 14140.00%0.02%0.05%Q2 2020Q3 202314
Harvest Fund Management Co., Ltd 14140.01%0.04%0.10%Q2 2020Q3 202314
Centiva Capital, LP 990.01%0.12%0.45%Q4 2020Q4 202214
Capital Advisors, Ltd. LLC 14140.00%0.04%0.10%Q2 2020Q3 202314
Parisi Gray Wealth Management 860.02%0.14%0.37%Q4 2017Q1 202214
Capital Analysts, LLC 14140.00%0.04%0.15%Q2 2020Q3 202314
EQUITABLE TRUST CO 14140.03%1.07%2.16%Q3 2019Q4 202214
WealthBridge Capital Management, LLC 14140.42%1.50%2.86%Q4 2018Q1 202214
Garrett Wealth Advisory Group, LLC 14140.98%2.61%5.16%Q4 2018Q1 202214
HOLLENCREST CAPITAL MANAGEMENT 1040.00%0.12%0.42%Q3 2018Q3 202314
FinTrust Capital Advisors, LLC 13130.00%0.01%0.08%Q3 2020Q3 202314
Hilltop Holdings Inc. 1220.04%0.08%0.22%Q1 2020Q3 202314
Western Wealth Management, LLC 850.04%0.17%0.66%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.06%0.25%0.51%Q3 2020Q3 202313
PRW Wealth Management LLC 1031.90%7.40%12.03%Q4 2018Q1 202213
Newbridge Financial Services Group, Inc. 13130.06%0.21%0.39%Q3 2020Q3 202313
CIBC Private Wealth Group, LLC 910.00%0.00%0.01%Q4 2017Q1 202313
MERCER GLOBAL ADVISORS INC /ADV 1210.00%0.07%0.19%Q2 2020Q3 202313
SMITH, MOORE & CO. 13130.05%0.15%0.50%Q3 2020Q3 202313
Bay Harbor Wealth Management, LLC 13130.00%0.03%0.05%Q3 2020Q3 202313
D.A. DAVIDSON & CO. 13130.00%0.03%0.08%Q3 2020Q3 202313
Vestmark Advisory Solutions, Inc. 1110.02%0.03%0.05%Q1 2019Q2 202313
Stevard, LLC 850.22%1.24%2.47%Q2 2020Q3 202313
Winthrop Advisory Group LLC 13130.11%0.54%1.00%Q3 2020Q3 202313
Ahrens Investment Partners LLC 910.01%0.15%0.52%Q2 2018Q1 202313
Integrated Investment Consultants, LLC 530.00%0.28%2.66%Q1 2021Q3 202313
SG Americas Securities, LLC 1210.00%0.03%0.07%Q1 2019Q3 202313
Fieldpoint Private Securities, LLC 13130.00%0.29%1.34%Q2 2019Q2 202213
Smithfield Trust Co 13130.00%0.00%0.00%Q3 2020Q3 202313
Bartlett & Co. LLC 850.00%0.00%0.00%Q3 2020Q4 202313
B. Riley Wealth Advisors, Inc. 13130.03%0.10%0.22%Q3 2020Q3 202313
Sowell Financial Services LLC 1030.01%0.06%0.24%Q3 2019Q1 202313
Key FInancial Inc 1210.00%0.01%0.02%Q1 2020Q3 202313
M Holdings Securities, Inc. 850.02%0.24%0.51%Q3 2019Q1 202313
BESSEMER GROUP INC 1210.00%0.00%0.00%Q1 2019Q3 202313
Legend Financial Advisors, Inc. 857.10%10.34%16.18%Q4 2018Q1 202213
GROUP ONE TRADING, L.P. 410.00%0.04%0.10%Q1 2019Q3 202313
Perennial Investment Advisors, LLC 630.04%0.11%0.28%Q4 2020Q3 202313
Schonfeld Strategic Advisors LLC 810.00%0.05%0.17%Q1 2021Q2 202313
Qube Research & Technologies Ltd 630.00%0.10%0.37%Q4 2019Q3 202313
Independence Bank of Kentucky 13130.01%0.05%0.11%Q3 2020Q3 202313
Roble, Belko & Company, Inc 13130.00%0.00%0.00%Q3 2020Q3 202313
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 13130.00%0.01%0.10%Q3 2020Q3 202313
Trust Co 1120.02%0.14%0.59%Q1 2019Q3 202313
Lombard Odier Asset Management (USA) Corp 620.09%1.05%2.12%Q1 2021Q1 202313
PALISADE CAPITAL MANAGEMENT, LP 13130.02%0.19%0.38%Q1 2019Q1 202213
SignalPoint Asset Management, LLC 13130.11%0.33%0.80%Q3 2020Q3 202313
Candriam S.C.A. 840.00%0.01%0.02%Q3 2020Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 13130.00%0.01%0.01%Q2 2020Q2 202313
Oxler Private Wealth LLC 12120.05%0.33%1.05%Q4 2020Q3 202313
Baystate Wealth Management LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Prime Capital Investment Advisors, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
KLINGENSTEIN FIELDS & CO LP 13130.15%0.58%0.86%Q3 2020Q3 202313
FAS Wealth Partners, Inc. 13130.02%0.08%0.12%Q3 2018Q3 202113
Sculptor Capital LP 510.02%0.09%0.23%Q1 2021Q4 202213
Sandy Spring Bank 1210.00%0.00%0.01%Q3 2019Q3 202313
Moloney Securities Asset Management, LLC 13130.06%0.11%0.21%Q3 2020Q3 202313
Bedel Financial Consulting, Inc. 13130.00%0.01%0.01%Q1 2019Q1 202213
Arkadios Wealth Advisors 1210.01%0.12%0.28%Q4 2019Q3 202313
Kingsview Wealth Management, LLC 760.05%0.12%0.46%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.11%0.20%0.28%Q3 2020Q3 202313
Bogart Wealth, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
NWAM LLC 13130.05%0.17%0.32%Q3 2020Q3 202313
Crescent Grove Advisors, LLC 13130.22%1.79%3.56%Q3 2020Q3 202313
CONSULTIVA WEALTH MANAGEMENT, CORP. 910.85%1.72%2.76%Q2 2019Q3 202312
NOMURA HOLDINGS INC 610.00%0.05%0.16%Q1 2021Q3 202312
First Horizon Advisors, Inc. 610.00%0.01%0.02%Q4 2017Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.08%2.40%6.93%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 910.00%0.15%0.37%Q3 2018Q2 202212
Joel Isaacson & Co., LLC 920.00%0.08%0.18%Q3 2020Q2 202312
Clear Creek Financial Management, LLC 1010.09%0.28%0.56%Q2 2020Q3 202312
Winslow, Evans & Crocker, Inc. 1110.00%0.01%0.03%Q3 2017Q4 202012
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.21%0.52%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.00%0.00%0.01%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 12120.02%0.10%0.18%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.59%1.48%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
FOUNDERS FINANCIAL SECURITIES LLC 12120.31%0.57%0.91%Q4 2020Q3 202312
CONTINENTAL ADVISORS LLC 920.11%1.74%3.87%Q3 2018Q4 202112
Smith Anglin Financial, LLC 12120.32%0.90%2.08%Q4 2020Q3 202312
Avondale Wealth Management 12120.02%1.10%4.01%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.06%0.17%0.39%Q4 2020Q3 202312
Sargent Bickham Lagudis LLC 930.00%0.01%0.01%Q2 2018Q4 202212
Archer Investment Corp 12120.00%0.04%0.18%Q4 2020Q3 202312
WASHINGTON TRUST Co 12120.00%0.00%0.00%Q1 2020Q4 202212
Coastal Bridge Advisors, LLC 12120.11%0.22%0.41%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.01%0.02%Q4 2020Q3 202312
Wealthspire Advisors, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12120.02%0.06%0.12%Q4 2020Q3 202312
Focused Wealth Management, Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
V Wealth Advisors LLC 1020.04%0.76%2.74%Q1 2020Q2 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.04%0.09%Q2 2018Q3 202312
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12120.01%0.02%0.04%Q2 2020Q1 202312
EagleClaw Capital Managment, LLC 12120.06%0.12%0.24%Q1 2019Q4 202112
Brinker Capital Investments, LLC 930.02%0.11%0.26%Q2 2019Q4 202212
CITY HOLDING CO 12120.01%0.04%0.13%Q4 2020Q3 202312
Bank Julius Baer & Co. Ltd, Zurich 12120.00%0.00%0.00%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.13%0.44%0.99%Q4 2020Q3 202312
Winch Advisory Services, LLC 12120.01%0.02%0.15%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.86%2.27%4.42%Q4 2020Q3 202312
Ballew Advisors, Inc 12120.21%0.26%0.34%Q4 2020Q3 202312
Purus Wealth Management, LLC 12121.24%4.92%10.67%Q4 2020Q3 202312
Leelyn Smith, LLC 12120.00%0.18%0.52%Q1 2020Q4 202212
Navis Wealth Advisors, LLC 12120.54%1.23%2.55%Q4 2020Q3 202312
SimpliFi, Inc. 1020.10%0.17%0.24%Q2 2020Q3 202312
NVWM, LLC 12120.00%0.05%0.10%Q4 2020Q3 202312
Asset Dedication, LLC 12120.00%0.02%0.23%Q4 2020Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Mandatum Life Insurance Co Ltd 930.05%0.08%0.15%Q3 2020Q3 202312
Pacific Center for Financial Services 930.00%0.00%0.01%Q3 2020Q3 202312
Evolution Wealth Advisors, LLC 12120.14%1.35%3.21%Q4 2020Q3 202312
Larson Financial Group LLC 12120.00%0.03%0.05%Q4 2020Q3 202312
Intrua Financial, LLC 12120.13%3.01%7.44%Q2 2020Q1 202312
PACIFIC SUN FINANCIAL CORP 610.20%0.40%0.82%Q3 2019Q2 202312
DUNCKER STREETT & CO INC 12120.00%0.00%0.01%Q4 2020Q3 202312
SeaCrest Wealth Management, LLC 12120.04%0.11%0.28%Q4 2020Q3 202312
Plante Moran Financial Advisors, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Good Life Advisors, LLC 12120.04%0.13%0.32%Q4 2020Q3 202312
Belvedere Trading LLC 420.00%0.05%0.22%Q3 2020Q1 202312
Turim 21 Investimentos Ltda. 1020.01%0.10%0.19%Q3 2020Q3 202312
Clearwater Capital Advisors, LLC 1110.00%0.63%0.96%Q1 2018Q3 202312
Sheaff Brock Investment Advisors, LLC 11110.02%0.04%0.18%Q1 2021Q3 202312
Concord Wealth Partners 12120.01%0.95%2.90%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 11110.01%0.03%0.06%Q4 2020Q2 202311
SANDERS MORRIS HARRIS LLC 830.13%1.74%3.49%Q4 2020Q3 202311
CSS LLC/IL 510.02%0.40%1.59%Q1 2022Q3 202311
UMB Bank, n.a. 830.00%0.00%0.01%Q4 2020Q3 202311
TORONTO DOMINION BANK 11110.00%0.00%0.01%Q1 2021Q3 202311
West Oak Capital, LLC 11110.00%0.01%0.02%Q4 2017Q2 202011
RESOURCES MANAGEMENT CORP /CT/ /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
Sightline Wealth Advisors, LLC 11110.21%0.76%1.68%Q4 2020Q2 202311
KB FINANCIAL PARTNERS, LLC 11110.00%0.09%0.28%Q1 2021Q3 202311
Zuckerman Investment Group, LLC 11110.08%0.14%0.25%Q1 2021Q3 202311
Leucadia National 440.01%0.06%0.22%Q4 2022Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
PrairieView Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BOOTHBAY FUND MANAGEMENT, LLC 520.01%0.07%0.23%Q1 2021Q2 202311
CLEAR INVESTMENT RESEARCH, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Joseph P. Lucia & Associates, LLC 520.00%0.18%0.78%Q2 2019Q2 202211
PRINCIPAL FINANCIAL GROUP INC 11110.00%0.00%0.00%Q1 2019Q3 202111
Calamos Wealth Management LLC 1010.02%0.09%0.18%Q3 2020Q2 202311
Cedar Brook Financial Partners, LLC 920.06%0.31%0.62%Q3 2020Q2 202311
HHM Wealth Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Activest Wealth Management 11110.01%0.27%0.96%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.06%0.13%Q1 2021Q3 202311
Legacy Wealth Planning, LLC 11110.44%0.94%1.46%Q1 2020Q3 202211
LEVEL FOUR ADVISORY SERVICES, LLC 530.02%0.11%0.29%Q2 2020Q3 202311
BDO Wealth Advisors, LLC 910.00%0.00%0.00%Q2 2020Q2 202311
Laffer Tengler Investments, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
SpiderRock Advisors, LLC 11110.02%0.28%1.19%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 740.22%0.27%0.32%Q4 2020Q3 202311
Lebenthal Global Advisors, LLC 830.09%2.64%10.86%Q4 2020Q3 202311
Parkwood LLC 710.00%3.57%9.10%Q4 2020Q3 202311
FNY Investment Advisers, LLC 990.00%0.08%0.52%Q4 2020Q4 202211
American Financial Advisors, LLC 650.31%1.71%2.84%Q4 2020Q3 202311
OXFORD FINANCIAL GROUP, LTD. LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
North Star Investment Management Corp. 11110.00%0.01%0.03%Q1 2021Q3 202311
Westside Investment Management, Inc. 11110.00%0.05%0.19%Q1 2021Q3 202311
Retirement Group, LLC 11110.00%0.02%0.13%Q1 2021Q3 202311
Princeton Global Asset Management LLC 830.00%0.02%0.06%Q1 2020Q3 202311
Richard P Slaughter Associates Inc 11110.76%1.71%3.04%Q4 2019Q2 202211
TOTH FINANCIAL ADVISORY CORP 11110.00%0.00%0.01%Q3 2020Q1 202311
CreativeOne Wealth, LLC 11110.02%0.07%0.18%Q4 2020Q2 202311
GoalVest Advisory LLC 830.01%1.94%8.00%Q4 2020Q4 202311
FORTE CAPITAL LLC /ADV 1010.03%0.10%0.16%Q2 2020Q1 202311
WOLFF WIESE MAGANA LLC 11110.00%0.03%0.12%Q1 2021Q3 202311
Close Asset Management Ltd 11110.00%0.00%0.00%Q1 2021Q3 202311
Rain Capital Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Column Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Sound Income Strategies, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.02%0.04%Q2 2017Q4 201911
GREENWOOD GEARHART INC 11110.83%1.86%2.76%Q3 2020Q1 202311
Vivaldi Capital Management LP 11110.08%0.15%0.24%Q1 2021Q3 202311
Requisite Capital Management, LLC 11111.51%3.26%5.42%Q1 2020Q3 202211
MAI Capital Management 540.00%0.00%0.01%Q4 2020Q3 202311
Sloy Dahl & Holst, LLC 11110.06%3.43%18.60%Q1 2021Q3 202311
Horizon Investments, LLC 11110.07%0.10%0.24%Q1 2021Q3 202311
Vontobel Holding Ltd. 11110.00%0.01%0.03%Q4 2020Q2 202311
Lindbrook Capital, LLC 910.00%0.02%0.05%Q4 2019Q3 202311
First Heartland Consultants, Inc. 11110.03%0.09%0.22%Q1 2021Q3 202311
Wagner Wealth Management, LLC 520.01%0.31%0.97%Q4 2017Q3 202211
Atom Investors LP 610.11%0.53%1.98%Q1 2021Q3 202311
Mariner, LLC 1010.01%0.03%0.07%Q4 2020Q3 202311
Valeo Financial Advisors, LLC 10100.00%0.02%0.05%Q4 2019Q1 202211
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.27%0.76%Q4 2018Q3 202311
BEACON INVESTMENT ADVISORY SERVICES, INC. 11110.44%1.13%1.85%Q2 2020Q4 202211
EMFO, LLC 10100.01%0.04%0.10%Q2 2021Q3 202310
Tradition Wealth Management, LLC 10100.00%0.02%0.06%Q2 2021Q3 202310
ARTHUR M. COHEN & ASSOCIATES, LLC 910.05%0.16%0.29%Q4 2020Q2 202310
Smart Portfolios, LLC 550.74%1.72%3.85%Q1 2018Q2 202210
CERTUITY, LLC 660.00%0.17%0.50%Q4 2020Q1 202210
Lumature Wealth Partners, LLC 10100.00%0.01%0.02%Q1 2021Q2 202310
Andesa Financial Management Inc. 910.30%0.67%1.25%Q3 2018Q4 202110
BKS ADVISORS, LLC 10101.53%2.35%3.28%Q4 2016Q1 201910
Kistler-Tiffany Companies, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
HRT FINANCIAL LP 610.03%0.26%1.29%Q3 2020Q3 202310
Sequoia Financial Advisors, LLC 910.01%0.05%0.13%Q2 2018Q3 202210
Horan Securities, Inc. 730.00%0.00%0.01%Q4 2020Q2 202310
F3Logic, LLC 10100.05%0.42%0.89%Q3 2020Q4 202210
Wealthfront Advisers LLC 10100.04%0.05%0.07%Q2 2021Q3 202310
Insight Wealth Partners, LLC 910.25%0.74%1.27%Q3 2020Q3 202310
Betterment LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
HM PAYSON & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.03%0.15%0.34%Q1 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 510.01%0.04%0.11%Q3 2020Q3 202310
Keel Point, LLC 730.03%0.07%0.13%Q2 2020Q3 202310
WNY Asset Management, LLC 10100.06%0.64%4.01%Q2 2021Q3 202310
IPG Investment Advisors LLC 10100.05%0.13%0.24%Q1 2021Q2 202310
Caption Management, LLC 410.00%0.19%0.53%Q1 2021Q4 202210
Iron Horse Wealth Management, LLC 640.00%0.00%0.01%Q1 2021Q3 202310
TCI Wealth Advisors, Inc. 910.00%0.01%0.03%Q1 2020Q1 202310
Stonebridge Capital Advisors LLC 640.00%0.00%0.00%Q1 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
SteelPeak Wealth, LLC 710.01%0.08%0.16%Q3 2020Q3 202310
Manchester Capital Management LLC 820.00%0.01%0.02%Q3 2020Q3 202310
SOL Capital Management CO 10100.04%0.06%0.10%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.05%0.15%0.24%Q2 2021Q3 202310
Main Street Financial Solutions, LLC 730.03%0.35%0.96%Q4 2020Q3 202310
MISSION WEALTH MANAGEMENT, LP 550.00%0.01%0.02%Q3 2021Q3 202210
MATRIX PRIVATE CAPITAL GROUP LLC 10100.06%0.44%0.92%Q2 2020Q3 202210
Accel Wealth Management 10100.01%0.02%0.11%Q4 2020Q1 202310
Advisor Group, Inc. 10100.00%0.01%0.02%Q3 2017Q4 201910
PARK AVENUE SECURITIES LLC 910.01%0.01%0.01%Q1 2021Q3 202310
DOLIVER ADVISORS, LP 10100.08%0.16%0.23%Q3 2021Q4 202310
STATE OF WISCONSIN INVESTMENT BOARD 10100.00%0.12%0.27%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 10100.03%0.14%0.34%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.02%0.03%Q4 2020Q1 202310
Wealth Alliance Advisory Group, LLC 620.06%0.15%0.24%Q2 2018Q3 202310
BRIGHTON JONES LLC 10100.02%0.03%0.06%Q2 2020Q3 202210
Antonetti Capital Management LLC 910.04%0.14%0.21%Q2 2010Q3 202310
SIMON QUICK ADVISORS, LLC 640.00%0.01%0.02%Q1 2019Q1 202210
Rodgers & Associates, LTD 10100.04%0.12%0.19%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.22%0.96%Q1 2021Q3 202310
Atria Investments, Inc 820.01%0.09%0.18%Q3 2019Q1 202210
Sierra Capital LLC 10100.09%0.19%0.32%Q2 2021Q3 202310
Castle Rock Wealth Management, LLC 710.00%0.87%1.56%Q2 2018Q3 202110
IFS Advisors, LLC 910.01%0.02%0.04%Q4 2020Q4 202310
Fountainhead AM, LLC 820.08%0.12%0.15%Q4 2020Q2 202310
Braun-Bostich & Associates Inc. 420.01%1.57%2.54%Q3 2018Q4 202210
TrinityPoint Wealth, LLC 10100.05%1.03%3.09%Q3 2019Q4 202110
SHEETS SMITH WEALTH MANAGEMENT 10100.04%0.14%0.25%Q2 2020Q3 202210
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 610.01%0.02%0.06%Q4 2020Q3 202310
Bank of New York Mellon Corp 810.00%0.00%0.00%Q3 2019Q1 202210
CENTRAL TRUST Co 990.00%0.00%0.00%Q3 2021Q3 20239
Santori & Peters, Inc. 720.11%1.15%2.64%Q1 2021Q3 20239
Independent Wealth Network Inc. 990.18%0.31%0.50%Q3 2021Q3 20239
WINTRUST INVESTMENTS LLC 810.11%1.13%3.71%Q3 2019Q4 20219
Ellis Investment Partners, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
QP WEALTH MANAGEMENT, LLC 992.41%4.04%5.24%Q4 2019Q4 20219
Wells Financial Advisors INC 990.00%0.06%0.24%Q4 2020Q4 20229
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 530.02%5.90%19.04%Q1 2021Q3 20239
Beaumont Financial Partners, LLC 810.02%0.37%1.18%Q3 2019Q1 20229
Professional Financial Advisors, LLC 990.00%0.01%0.02%Q3 2020Q3 20229
Highlander Capital Management, LLC 810.01%0.03%0.06%Q3 2020Q3 20239
Somerset Group LLC 990.27%0.85%1.71%Q3 2020Q3 20229
Aviance Capital Partners, LLC 630.12%0.33%0.61%Q1 2021Q3 20239
Hayden Royal, LLC 420.18%0.72%2.00%Q2 2019Q4 20219
Alera Investment Advisors, LLC 990.05%0.16%0.30%Q1 2021Q1 20239
Bayesian Capital Management, LP 610.07%0.32%0.60%Q1 2021Q3 20239
Bickling Financial Services, Inc. 992.11%6.21%9.30%Q4 2020Q4 20229
U.S. Capital Wealth Advisors, LLC 990.01%0.16%0.71%Q3 2021Q3 20239
Curran Financial Partners, LLC 720.10%0.15%0.21%Q2 2021Q3 20239
Marquette Asset Management, LLC 720.00%2.32%3.84%Q3 2020Q2 20239
Disciplined Investments, LLC 990.01%0.02%0.04%Q1 2021Q1 20239
Compagnie Lombard Odier SCmA 510.00%0.01%0.02%Q3 2018Q2 20239
CHIRON CAPITAL MANAGEMENT, LLC 810.01%0.27%0.39%Q3 2020Q3 20239
Golden State Wealth Management, LLC 510.01%0.13%0.43%Q1 2019Q1 20229
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2018Q3 20239
Parkside Financial Bank & Trust 990.00%0.01%0.01%Q3 2021Q3 20239
SYNOVUS FINANCIAL CORP 610.00%0.00%0.01%Q1 2020Q1 20239
Interchange Capital Partners, LLC 610.03%0.63%2.46%Q4 2020Q1 20239
CoreFirst Bank & Trust 990.00%0.23%0.53%Q1 2021Q1 20239
Diligent Investors, LLC 720.07%0.08%0.11%Q2 2021Q3 20239
Well Done, LLC 720.05%0.23%0.38%Q2 2021Q3 20239
Gerber Kawasaki Wealth & Investment Management 880.00%0.92%2.00%Q3 2020Q2 20229
Capital Market Strategies LLC 990.34%0.51%0.83%Q4 2021Q4 20239
TWO SIGMA SECURITIES, LLC 630.00%0.01%0.03%Q1 2021Q3 20239
Weiss Asset Management LP 770.12%0.49%1.01%Q1 2021Q3 20229
Laurel Wealth Advisors, Inc. 990.10%0.54%0.98%Q2 2020Q2 20229
Zurcher Kantonalbank (Zurich Cantonalbank) 990.00%0.00%0.00%Q3 2021Q3 20239
PSI Advisors, LLC 990.00%0.02%0.03%Q3 2021Q3 20239
One River Asset Management, LLC 440.00%1.04%4.72%Q4 2022Q3 20239
Avestar Capital, LLC 720.06%0.32%0.84%Q2 2019Q2 20229
Pacific Wealth Strategies Group, Inc. 990.96%1.19%1.55%Q3 2020Q3 20229
Clear Harbor Asset Management, LLC 990.01%0.06%0.10%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 630.00%0.00%0.00%Q4 2017Q2 20239
WADE G W & INC 540.01%0.05%0.13%Q4 2020Q1 20239
Consolidated Planning Corp 620.32%0.43%0.58%Q3 2020Q3 20228
HB Wealth Management, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Clearstead Trust, LLC 530.00%0.03%0.06%Q2 2021Q3 20238
Missouri Trust & Investment Co 880.32%0.47%0.64%Q4 2021Q3 20238
Concorde Asset Management, LLC 530.14%0.28%0.52%Q1 2020Q1 20228
FRANKLIN RESOURCES INC 880.00%0.00%0.00%Q3 2020Q2 20228
Baldrige Asset Management LLC 880.00%0.00%0.00%Q2 2021Q1 20238
TD Waterhouse Canada Inc. 880.02%0.04%0.10%Q4 2021Q3 20238
Apollon Wealth Management, LLC 710.02%0.07%0.41%Q4 2020Q2 20238
Sculati Wealth Management, LLC 880.15%0.19%0.23%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 880.09%0.29%0.42%Q2 2020Q1 20228
MEEDER ASSET MANAGEMENT INC 530.00%0.01%0.04%Q3 2020Q3 20228
Goodwin Investment Advisory 880.01%0.03%0.06%Q1 2021Q4 20228
Horizon Wealth Management, LLC 880.13%0.21%0.34%Q4 2021Q3 20238
HighMark Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FAGAN ASSOCIATES, INC. 710.12%0.45%0.77%Q4 2019Q4 20218
SFG Wealth Management, LLC. 880.21%0.39%0.75%Q4 2021Q3 20238
Pinion Investment Advisors, LLC 880.39%1.07%1.75%Q2 2020Q1 20228
CNB Bank 880.00%0.00%0.01%Q4 2021Q3 20238
Altus Wealth Group LLC 880.14%0.34%0.42%Q4 2020Q3 20228
MONEY CONCEPTS CAPITAL CORP 620.01%0.13%0.38%Q4 2020Q1 20238
Granite Bay Wealth Management, LLC 881.08%2.36%5.79%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Essex Savings Bank 880.10%0.18%0.23%Q2 2020Q1 20228
WEALTH EFFECTS LLC 880.17%0.25%0.29%Q4 2021Q3 20238
BAROMETER CAPITAL MANAGEMENT INC. 410.07%0.26%0.58%Q3 2018Q1 20238
FormulaFolio Investments, LLC 710.01%0.10%0.67%Q1 2019Q2 20218
Yarbrough Capital, LLC 880.00%0.13%0.24%Q4 2021Q3 20238
Financial Partners Group, Inc 880.06%0.22%0.48%Q4 2020Q3 20228
Ameritas Advisory Services, LLC 880.03%0.07%0.16%Q4 2021Q3 20238
WealthPLAN Partners, LLC 620.00%0.08%0.21%Q2 2020Q2 20238
TMD Wealth Management, LLC 882.25%3.59%7.14%Q4 2020Q3 20228
JFS WEALTH ADVISORS, LLC 710.00%0.00%0.01%Q1 2021Q1 20238
FIRST BUSINESS FINANCIAL SERVICES, INC. 710.03%0.08%0.14%Q2 2021Q3 20238
High Net Worth Advisory Group LLC 710.06%0.10%0.16%Q4 2021Q4 20238
HOEY INVESTMENTS, INC 880.00%0.04%0.28%Q2 2021Q1 20238
TRANSCEND CAPITAL ADVISORS, LLC 880.02%0.12%0.24%Q3 2020Q2 20228
Stephens Consulting, LLC 880.01%0.25%1.07%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 510.02%0.03%0.08%Q2 2021Q3 20238
COMMERCE BANK 880.00%0.01%0.01%Q1 2021Q4 20228
Family Management Corp 880.09%0.21%0.32%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.00%0.07%0.23%Q4 2018Q3 20218
Gordian Capital Singapore Pte Ltd 880.01%0.12%0.67%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 530.01%0.01%0.02%Q1 2021Q3 20238
Mechanics Financial Corp 880.00%0.00%0.00%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.04%0.09%0.13%Q4 2021Q3 20238
Hudock, Inc. 880.00%0.02%0.05%Q4 2020Q3 20228
PALLADIEM, LLC 882.51%5.38%11.82%Q4 2020Q3 20228
BARNES PETTEY FINANCIAL ADVISORS, LLC 882.68%5.95%13.15%Q4 2021Q3 20238
Rikoon Group, LLC 880.09%0.17%0.32%Q2 2019Q1 20218
Diversified, LLC 880.12%0.28%0.72%Q4 2020Q3 20228
Axiom Investment Management LLC 710.00%0.16%0.49%Q2 2020Q3 20228
WealthCare Investment Partners, LLC 880.20%0.34%0.44%Q4 2021Q3 20238
Private Ocean, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
White Knight Strategic Wealth Advisors, LLC 881.25%1.71%1.98%Q4 2021Q3 20238
St. Louis Trust Co 440.06%0.12%0.28%Q3 2021Q3 20238
Inscription Capital, LLC 620.15%0.30%0.90%Q3 2019Q4 20218
Spectrum Management Group, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
NORWOOD FINANCIAL CORP 880.00%0.00%0.01%Q4 2021Q3 20238
Prostatis Group LLC 710.76%1.25%1.62%Q3 2020Q3 20228
Berry Street Capital Management LLP 610.29%1.14%2.92%Q1 2021Q4 20228
Collaborative Wealth Managment Inc. 610.17%0.23%0.36%Q1 2021Q3 20238
PFS Partners, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 881.26%1.91%3.43%Q4 2021Q3 20238
Arbiter Partners Capital Management LLC 880.17%2.43%6.81%Q4 2021Q3 20238
Zhang Financial LLC 880.02%0.15%0.32%Q2 2021Q1 20238
INTEGRAL INVESTMENT ADVISORS, INC. 881.82%2.96%5.03%Q4 2021Q3 20238
Straight Path Wealth Management 880.35%0.40%0.46%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.01%0.05%0.11%Q4 2021Q3 20238
EPG Wealth Management LLC 880.04%0.37%0.79%Q2 2020Q1 20228
Renaissance Technologies 310.00%0.00%0.00%Q2 2019Q2 20238
FINANCIAL MANAGEMENT NETWORK INC 880.10%0.17%0.30%Q4 2020Q3 20228
Lee Financial Group Hawaii, Inc. 881.22%3.96%6.52%Q2 2020Q1 20228
Principal Street Partners, LLC 880.07%0.12%0.21%Q4 2021Q3 20238
HSBC HOLDINGS PLC 880.00%0.00%0.01%Q3 2020Q2 20228
Mascoma Wealth Management LLC 710.00%0.01%0.01%Q1 2021Q1 20238
Richmond Brothers, Inc. 882.87%3.50%3.99%Q4 2021Q3 20238
PIN OAK INVESTMENT ADVISORS INC 880.01%0.05%0.09%Q3 2020Q2 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.11%0.29%0.54%Q4 2021Q3 20238
Cypress Wealth Services, LLC 880.06%0.12%0.19%Q3 2020Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.02%0.06%0.27%Q4 2021Q3 20238
Cornerstone Advisory, LLC 880.08%0.50%1.01%Q4 2020Q3 20228
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q2 2020Q1 20228
1834 INVESTMENT ADVISORS CO 880.00%0.00%0.01%Q3 2020Q2 20228
Tarbox Family Office, Inc. 880.03%0.05%0.06%Q2 2020Q1 20228
Beaird Harris Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Summit Asset Management, LLC 770.07%0.11%0.15%Q2 2020Q4 20217
Granite Point Capital Management, L.P. 410.20%2.10%10.16%Q4 2020Q1 20237
Flaharty Asset Management, LLC 610.00%0.25%0.43%Q4 2020Q3 20237
EQUITEC PROPRIETARY MARKETS, LLC 410.00%0.01%0.02%Q2 2021Q3 20237
Tidal Investments LLC 770.01%0.03%0.08%Q2 2020Q4 20217
Armor Investment Advisors, LLC 772.23%2.89%3.49%Q2 2020Q4 20217
SouthState Corp 770.00%0.00%0.00%Q3 2021Q1 20237
Circle Wealth Management, LLC 610.01%0.23%0.38%Q4 2020Q3 20237
USCA RIA LLC 520.02%0.49%1.13%Q2 2019Q2 20217
VERUS CAPITAL PARTNERS, LLC 320.02%0.05%0.08%Q4 2019Q3 20237
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
John W. Brooker & Co., CPAs 770.01%0.02%0.03%Q1 2021Q3 20227
Polar Asset Management Partners Inc. 210.03%0.09%0.13%Q4 2020Q1 20237
CTC LLC 210.00%0.00%0.01%Q1 2021Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 610.02%0.03%0.11%Q4 2021Q3 20237
ARGI Investment Services, LLC 770.02%0.03%0.04%Q3 2020Q1 20227
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 770.00%0.00%0.01%Q4 2020Q2 20227
OPTIMUM INVESTMENT ADVISORS 770.01%0.02%0.03%Q1 2021Q3 20227
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.02%0.05%0.12%Q4 2021Q3 20237
Cladis Investment Advisory, LLC 770.56%0.72%0.91%Q1 2022Q3 20237
PRUDENT INVESTORS NETWORK, INC. 770.10%1.02%2.44%Q1 2022Q3 20237
Taconic Capital Advisors LP 440.14%1.29%3.60%Q1 2021Q4 20217
FDx Advisors, Inc. 520.01%0.03%0.07%Q4 2017Q1 20227
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 430.12%0.23%0.33%Q1 2020Q4 20227
MACROVIEW INVESTMENT MANAGEMENT LLC 770.00%0.02%0.09%Q4 2020Q2 20227
DFPG INVESTMENTS, LLC 430.04%0.08%0.12%Q1 2021Q3 20237
20/20 Capital Management, Inc. 770.86%1.30%1.79%Q4 2019Q2 20217
Jacobi Capital Management LLC 770.00%0.01%0.02%Q1 2020Q3 20217
Laidlaw Wealth Management LLC 770.07%0.15%0.26%Q2 2020Q4 20217
Meridian Wealth Management, LLC 770.02%0.10%0.15%Q4 2020Q2 20227
EMC Capital Management 770.02%0.03%0.05%Q1 2021Q3 20227
CALTON & ASSOCIATES, INC. 610.01%0.09%0.13%Q4 2017Q1 20227
Visionary Wealth Advisors 770.02%0.04%0.06%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Phoenix Wealth Advisors 770.36%1.20%2.72%Q4 2020Q2 20227
Waverly Advisors, LLC 410.02%0.05%0.08%Q4 2020Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.03%0.08%Q1 2021Q4 20227
Banco Santander, S.A. 770.01%0.01%0.01%Q1 2022Q3 20237
Level Financial Advisors 770.00%0.01%0.02%Q1 2022Q3 20237
Clarus Group, Inc. 773.33%8.93%16.61%Q4 2020Q2 20227
Summit X, LLC 770.05%0.12%0.17%Q3 2020Q1 20227
United Asset Strategies, Inc. 770.05%0.10%0.18%Q2 2020Q4 20217
Penserra Capital Management LLC 430.00%0.13%0.32%Q4 2017Q2 20207
Integrated Advisors Network LLC 610.01%0.30%0.72%Q2 2020Q3 20237
Compass Ion Advisors, LLC 770.26%3.76%6.66%Q2 2020Q4 20217
Delos Wealth Advisors, LLC 520.00%0.00%0.01%Q2 2021Q2 20237
Icon Wealth Partners, LLC 610.02%0.06%0.09%Q1 2021Q1 20237
DELTA ASSET MANAGEMENT LLC/TN 430.00%0.00%0.00%Q2 2021Q3 20237
AMG National Trust Bank 770.02%0.06%0.14%Q1 2022Q3 20237
Private Portfolio Partners LLC 770.07%0.18%0.25%Q2 2020Q4 20217
C M BIDWELL & ASSOCIATES LTD 770.00%0.01%0.01%Q1 2022Q3 20237
B & T Capital Management DBA Alpha Capital Management 610.13%0.25%0.33%Q4 2020Q3 20237
Financial Guidance Group, Inc. 770.79%1.54%2.93%Q1 2022Q3 20237
Covington Capital Management 770.00%0.00%0.00%Q1 2021Q3 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.19%0.73%Q1 2022Q3 20237
Apella Capital, LLC 430.33%0.55%1.26%Q1 2022Q4 20237
Silicon Valley Capital Partners 430.02%0.52%2.52%Q3 2020Q3 20237
Crawford Lake Capital Management, LLC 412.24%9.54%18.90%Q1 2021Q2 20227
NORTHERN TRUST CORP 770.00%0.00%0.00%Q4 2020Q2 20227
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q2 2020Q3 20237
ICA Group Wealth Management, LLC 770.22%0.29%0.34%Q1 2022Q3 20237
Marathon Trading Investment Management LLC 210.02%0.07%0.14%Q1 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
Delta Investment Management, LLC 520.06%0.11%0.15%Q4 2020Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Lee Financial Co 770.00%0.00%0.00%Q1 2022Q3 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 430.04%0.14%0.39%Q4 2021Q3 20237
Arlington Partners LLC 610.00%0.04%0.08%Q1 2021Q2 20237
55I, LLC 770.02%0.06%0.11%Q3 2020Q1 20227
Almanack Investment Partners, LLC. 610.02%0.07%0.19%Q4 2020Q3 20227
EVOKE WEALTH, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
UNITED BANK 510.03%0.08%0.16%Q1 2021Q1 20237
Deer Park Road Corp 510.25%1.77%9.21%Q1 2021Q1 20237
Atria Wealth Solutions, Inc. 770.04%0.07%0.11%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 510.00%0.01%0.02%Q1 2018Q2 20237
Northeast Financial Consultants Inc 770.01%0.03%0.06%Q3 2020Q1 20227
Cranbrook Wealth Management, LLC 510.00%0.01%0.02%Q1 2021Q1 20236
LIBERTY WEALTH MANAGEMENT LLC 510.00%0.04%0.06%Q2 2019Q3 20216
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.20%1.20%1.94%Q4 2019Q3 20216
Lighthouse Financial Advisors, Inc. 660.11%2.15%3.29%Q4 2019Q1 20216
Gleason Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
QUATTRO FINANCIAL ADVISORS LLC 660.09%0.18%0.36%Q2 2021Q3 20226
Byrne Asset Management LLC 420.00%0.01%0.02%Q4 2021Q3 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.02%0.05%0.08%Q2 2020Q3 20216
First Allied Advisory Services, Inc. 660.01%0.06%0.18%Q2 2019Q3 20206
Kalos Management, Inc. 420.09%0.16%0.25%Q3 2020Q1 20226
South Shore Capital Advisors 660.51%0.93%1.62%Q4 2020Q1 20226
GRIMES & COMPANY, INC. 660.01%0.02%0.02%Q3 2020Q4 20216
M&T BANK CORP 510.00%0.01%0.01%Q1 2019Q4 20206
BROWN ADVISORY INC 660.00%0.00%0.00%Q3 2020Q4 20216
Revolve Wealth Partners, LLC 660.07%0.13%0.22%Q4 2021Q1 20236
O'Dell Group, LLC 510.00%0.00%0.01%Q3 2021Q2 20236
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
New World Advisors LLC 660.44%0.67%0.96%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Mach-1 Financial Group, LLC 420.00%0.00%0.01%Q1 2021Q3 20226
IMA Wealth, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Sterling Investment Advisors, Ltd. 660.00%0.19%0.48%Q4 2020Q1 20226
Intrepid Financial Planning Group LLC 660.79%1.04%1.37%Q2 2022Q3 20236
Cordasco Financial Network 660.00%0.01%0.02%Q1 2021Q2 20226
Bristlecone Advisors, LLC 662.24%3.03%3.48%Q1 2022Q2 20236
REGENTATLANTIC CAPITAL LLC 310.01%0.02%0.02%Q4 2020Q3 20226
Capital Advisory Group Advisory Services, LLC 420.01%0.12%0.43%Q4 2020Q2 20226
Sunbelt Securities, Inc. 330.01%0.05%0.12%Q1 2021Q3 20236
Whitnell & Co. 660.06%0.47%0.73%Q3 2018Q4 20196
Quent Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
EASTERLY INVESTMENT PARTNERS LLC 660.04%0.05%0.10%Q2 2022Q3 20236
Mayflower Financial Advisors, LLC 660.04%0.05%0.08%Q4 2020Q1 20226
Joule Financial, LLC 660.57%0.81%0.95%Q2 2022Q3 20236
PRUDENTIAL PLC 660.01%0.02%0.03%Q2 2020Q3 20216
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SFMG, LLC 660.05%0.08%0.11%Q3 2020Q4 20216
Paragon Private Wealth Management, LLC 420.17%0.35%0.78%Q4 2021Q2 20236
Founders Financial Alliance, LLC 660.01%0.14%0.58%Q3 2020Q4 20216
Graypoint LLC 660.00%0.01%0.02%Q2 2022Q3 20236
ProVise Management Group, LLC 660.22%0.39%0.49%Q3 2020Q4 20216
Advisor Resource Council 510.06%0.67%1.39%Q2 2021Q1 20236
CULLEN/FROST BANKERS, INC. 420.00%0.00%0.00%Q1 2021Q3 20236
Vision Capital Management, Inc. 660.04%0.08%0.12%Q4 2020Q1 20226
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
Bridgewater Advisors Inc. 510.06%0.11%0.16%Q2 2021Q1 20236
BB&T SECURITIES, LLC 660.00%0.02%0.02%Q2 2018Q3 20196
Lansing Street Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
McCarthy Asset Management, Inc. 660.01%0.01%0.03%Q4 2020Q1 20226
Houlihan Financial Resource Group, Ltd. 510.23%0.38%0.83%Q3 2020Q3 20236
Resource Management, LLC 660.06%0.40%1.11%Q3 2020Q4 20216
Haverford Trust Co 660.00%0.00%0.00%Q3 2020Q4 20216
STALEY CAPITAL ADVISERS INC 660.01%0.02%0.02%Q4 2020Q1 20226
Hudson Bay Capital Management LP 660.04%0.21%0.66%Q1 2021Q2 20226
Greenfield Savings Bank 420.13%0.17%0.19%Q2 2022Q4 20236
Biltmore Capital Advisors LLC 510.04%0.38%1.24%Q4 2018Q4 20216
American Institute for Advanced Investment Management, LLP 660.15%0.37%0.69%Q4 2020Q1 20226
Banque Cantonale Vaudoise 420.00%0.02%0.04%Q1 2021Q2 20236
Cribstone Capital Management, LLC 510.00%0.01%0.03%Q2 2021Q4 20226
Warberg Asset Management LLC 410.04%0.15%0.32%Q4 2020Q3 20226
Main Management LLC 410.00%0.04%0.20%Q4 2021Q3 20236
TWO SIGMA ADVISERS, LP 660.01%0.18%0.44%Q2 2022Q3 20236
NEXT Financial Group, Inc 660.02%0.12%0.22%Q3 2020Q4 20216
Gemmer Asset Management LLC 660.00%0.00%0.02%Q4 2020Q1 20226
Highland Financial Advisors, LLC 661.70%2.11%2.62%Q2 2022Q3 20236
Covenant Asset Management, LLC 660.06%0.07%0.08%Q3 2020Q4 20216
Klingman & Associates, LLC 660.03%0.04%0.06%Q4 2020Q1 20226
Beacon Pointe Advisors, LLC 310.00%0.01%0.02%Q4 2020Q3 20236
Blue Trust, Inc. 660.00%0.57%1.10%Q2 2022Q3 20236
DRW Securities, LLC 310.00%0.02%0.05%Q4 2020Q3 20236
COWEN AND COMPANY, LLC 440.89%5.58%12.57%Q4 2021Q3 20226
Walleye Capital LLC 210.00%0.02%0.04%Q3 2022Q3 20236
Trilogy Capital Inc. 420.03%0.05%0.07%Q1 2022Q3 20236
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Stonebridge Financial Planning Group, LLC 660.03%0.05%0.09%Q3 2020Q4 20216
ELEMENT POINTE ADVISORS, LLC 660.16%0.81%1.32%Q3 2020Q4 20216
PGIM Custom Harvest LLC 420.02%0.09%0.21%Q4 2020Q1 20236
Dakota Wealth Management 330.01%0.01%0.03%Q4 2021Q2 20226
Corbenic Partners LLC 510.00%0.01%0.02%Q3 2020Q1 20226
MADDEN SECURITIES Corp 410.02%0.31%0.51%Q4 2019Q4 20226
HOWE & RUSLING INC 410.00%0.00%0.00%Q1 2020Q3 20226
Oxinas Partners Wealth Management LLC 660.13%2.46%4.69%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.02%0.02%0.03%Q2 2022Q3 20236
Tradewinds Capital Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
J. Goldman & Co LP 210.04%0.13%0.22%Q4 2021Q3 20235
Selective Wealth Management, Inc. 550.00%0.02%0.04%Q3 2021Q3 20225
PEAK FINANCIAL ADVISORS LLC 550.20%0.44%0.77%Q4 2020Q4 20215
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.04%0.06%0.09%Q3 2020Q3 20215
Destiny Wealth Partners, LLC 550.40%0.47%0.52%Q4 2020Q4 20215
ACAS, LLC 550.40%0.64%0.81%Q1 2021Q1 20225
CGN Advisors LLC 550.06%0.13%0.23%Q4 2020Q4 20215
Trexquant Investment LP 210.01%0.07%0.17%Q4 2020Q3 20235
BlackRock Inc. 210.00%0.00%0.00%Q2 2020Q4 20215
CFS Investment Advisory Services, LLC 310.00%0.04%0.11%Q4 2020Q3 20225
FLOW TRADERS U.S. LLC 310.03%0.15%0.29%Q3 2020Q3 20235
tru Independence LLC 550.00%0.00%0.01%Q4 2019Q4 20205
HC FINANCIAL ADVISORS INC 550.00%0.02%0.07%Q2 2021Q2 20225
KEYBANK NATIONAL ASSOCIATION/OH 550.00%0.00%0.01%Q4 2020Q4 20215
PRIVATE CAPITAL MANAGEMENT LLC 550.08%0.17%0.23%Q4 2020Q4 20215
WHITTIER TRUST CO OF NEVADA INC 320.00%0.00%0.00%Q1 2021Q3 20225
DCM Advisors, LLC 550.04%0.19%0.39%Q4 2020Q4 20215
Sowa Financial Group, Inc. 550.16%0.24%0.32%Q4 2020Q4 20215
Clarus Wealth Advisors 550.26%0.31%0.37%Q2 2022Q2 20235
CONNABLE OFFICE INC 310.61%1.01%1.26%Q1 2021Q3 20225
Carmichael Hill & Associates, Inc. 410.00%0.00%0.00%Q4 2020Q3 20225
Full Sail Capital, LLC 550.02%0.03%0.03%Q3 2020Q3 20215
D'Orazio & Associates, Inc. 550.01%0.45%0.84%Q3 2020Q3 20215
Quantitative Advantage, LLC 550.05%0.07%0.09%Q1 2021Q1 20225
SAGE PRIVATE WEALTH GROUP, LLC 410.00%3.03%13.68%Q4 2020Q3 20225
Total Clarity Wealth Management, Inc. 210.00%0.20%0.70%Q4 2020Q2 20225
EWG Elevate Inc. 410.01%1.40%6.18%Q3 2020Q3 20235
Intersect Capital LLC 550.05%0.06%0.08%Q4 2020Q4 20215
ASHFORD CAPITAL MANAGEMENT INC 550.05%0.13%0.23%Q4 2021Q4 20225
CRA Financial Services, LLC 550.08%0.14%0.19%Q1 2021Q1 20225
KENFARB & CO. 550.04%0.05%0.05%Q3 2022Q3 20235
Provident Wealth Management, LLC 550.49%1.96%6.21%Q1 2021Q1 20225
Williams Jones Wealth Management, LLC. 550.03%0.09%0.14%Q3 2020Q3 20215
HEADINVEST, LLC 410.01%0.06%0.08%Q4 2020Q3 20235
Blackston Financial Advisory Group, LLC 320.15%0.23%0.38%Q4 2021Q2 20235
Orion Portfolio Solutions, LLC 310.00%0.01%0.02%Q2 2020Q3 20235
Vishria Bird Financial Group, LLC 553.08%4.02%4.61%Q1 2021Q1 20225
Interval Partners, LP 210.08%0.34%1.04%Q4 2020Q3 20235
Paragon Wealth Strategies, LLC 550.10%1.22%2.88%Q3 2020Q3 20215
GYL FINANCIAL SYNERGIES, LLC 550.06%0.14%0.17%Q4 2020Q4 20215
Blue Zone Wealth Advisors, LLC 550.26%0.37%0.50%Q1 2021Q1 20225
Independent Advisor Alliance 310.01%0.02%0.04%Q4 2019Q3 20225
Congress Wealth Management LLC / DE / 550.01%0.04%0.10%Q4 2021Q4 20225
Weiss Multi-Strategy Advisers LLC 320.01%0.24%0.87%Q3 2021Q4 20225
Veracity Capital LLC 550.09%0.16%0.26%Q4 2020Q4 20215
GUYASUTA INVESTMENT ADVISORS INC 550.02%0.03%0.04%Q3 2022Q3 20235
BCGM Wealth Management, LLC 550.26%0.73%0.88%Q4 2020Q4 20215
HBC Financial Services, PLLC 210.00%0.01%0.01%Q4 2020Q1 20235
Eversept Partners, LP 410.26%0.54%0.74%Q1 2021Q2 20225
Lenox Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Fermata Advisors, LLC 550.10%0.53%1.51%Q1 2021Q1 20225
Acorn Wealth Advisors, LLC 410.09%0.23%0.36%Q2 2018Q1 20215
Genesee Capital Advisors, LLC 321.89%2.62%3.04%Q4 2020Q1 20225
McClarren Financial Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Sage Mountain Advisors LLC 550.03%0.09%0.15%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.04%0.10%0.18%Q3 2022Q3 20235
MOORE CAPITAL MANAGEMENT, LP 210.07%0.42%1.48%Q1 2021Q3 20225
Dorsey & Whitney Trust CO LLC 410.02%0.03%0.03%Q4 2020Q1 20225
Keystone Financial Group 550.04%0.05%0.06%Q4 2020Q4 20215
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
ACT Advisors, LLC. 550.56%6.02%14.80%Q4 2020Q4 20215
Avion Wealth 550.00%0.00%0.00%Q1 2021Q1 20225
Continuum Advisory, LLC 410.04%1.38%2.14%Q1 2021Q3 20235
NTV ASSET MANAGEMENT LLC 410.04%0.06%0.09%Q4 2020Q3 20235
KFA Private Wealth Group, LLC 550.16%0.19%0.22%Q1 2021Q1 20225
Rehmann Capital Advisory Group 550.03%0.03%0.04%Q4 2020Q4 20215
Atlas Principals, LLC 310.93%6.31%17.27%Q2 2020Q1 20225
SevenBridge Financial Group, LLC 410.00%0.08%0.40%Q3 2018Q4 20215
CloudAlpha Capital Management Limited/Hong Kong 212.94%14.24%58.84%Q4 2020Q2 20225
Firestone Capital Management 410.01%0.02%0.04%Q1 2020Q3 20215
LEO BROKERAGE, LLC 410.04%0.09%0.13%Q4 2020Q1 20225
SVB WEALTH LLC 410.00%0.00%0.00%Q2 2021Q3 20225
TD Capital Management LLC 550.00%0.00%0.00%Q3 2020Q3 20215
TWO SIGMA INVESTMENTS, LP 410.03%0.13%0.27%Q2 2022Q3 20235
Capula Management Ltd 220.02%0.15%0.46%Q2 2022Q3 20225
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
RITHOLTZ WEALTH MANAGEMENT 440.00%0.03%0.09%Q2 2021Q1 20225
Trek Financial, LLC 550.02%0.06%0.08%Q1 2021Q1 20225
TITLEIST CAPITAL, LLC 550.32%0.59%1.00%Q4 2021Q4 20225
Silversage Advisors 551.70%4.77%16.26%Q4 2019Q4 20205
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q4 2018Q4 20195
Gruss & Co., LLC 551.27%6.34%11.95%Q4 2020Q4 20215
Global Assets Advisory, LLC 320.23%0.32%0.63%Q2 2022Q3 20235
Bay Rivers Group 550.52%0.76%0.99%Q1 2021Q1 20225
MAPLELANE CAPITAL, LLC 210.26%5.20%12.94%Q1 2021Q4 20225
Global Trust Asset Management, LLC 310.00%0.04%0.06%Q2 2018Q4 20215
Taylor Wealth Management Partners 550.00%0.00%0.00%Q4 2017Q4 20185
Pachira Investments Inc. 550.18%0.28%0.39%Q4 2020Q4 20215
Eagle Bay Advisors LLC 320.00%0.01%0.05%Q2 2021Q3 20225
STEVENS CAPITAL MANAGEMENT LP 410.09%2.00%3.97%Q1 2022Q2 20235
USAdvisors Wealth Management, LLC 550.11%0.12%0.15%Q2 2021Q2 20225
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.58%1.36%2.81%Q4 2021Q3 20224
Sandbox Financial Partners, LLC 441.33%2.35%3.54%Q4 2020Q3 20214
Mount Yale Investment Advisors, LLC 440.22%0.30%0.34%Q4 2022Q3 20234
COMMERZBANK AKTIENGESELLSCHAFT /FI 440.01%0.01%0.01%Q1 2018Q4 20184
Point72 Asset Management, L.P. 210.02%0.04%0.06%Q2 2021Q1 20234
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
ADE, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Paul John Balson 440.44%0.48%0.53%Q1 2020Q4 20204
Burleson & Company, LLC 440.00%0.17%0.70%Q1 2021Q4 20214
WEST BANCORPORATION INC 440.02%0.02%0.04%Q4 2021Q3 20224
Freedom Investment Management, Inc. 440.21%0.27%0.31%Q1 2021Q4 20214
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
360 Financial, Inc. 310.13%0.15%0.18%Q4 2020Q3 20224
Tanglewood Legacy Advisors, LLC 440.31%0.34%0.36%Q4 2022Q3 20234
Aurora Private Wealth, Inc. 440.10%0.12%0.13%Q1 2021Q4 20214
SRS Capital Advisors, Inc. 310.00%0.00%0.00%Q4 2020Q4 20224
SP Asset Management 440.03%0.03%0.04%Q4 2020Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.21%0.35%0.68%Q4 2020Q3 20214
Ikarian Capital, LLC 310.03%1.14%4.44%Q1 2021Q1 20234
Canal Insurance CO 440.11%0.17%0.28%Q4 2021Q3 20224
SAX WEALTH ADVISORS, LLC 440.05%0.15%0.24%Q1 2021Q4 20214
ASSOCIATED BANC-CORP 440.13%0.24%0.36%Q1 2020Q4 20204
Derbend Asset Management 440.56%0.71%0.99%Q2 2021Q1 20224
Steward Financial Group LLC 310.00%0.00%0.01%Q4 2021Q4 20224
James Reed Financial Services, Inc. 440.86%1.09%1.44%Q4 2021Q3 20224
OARSMAN CAPITAL, INC. 440.09%0.16%0.20%Q1 2021Q4 20214
INSIGNEO ADVISORY SERVICES, LLC 440.22%0.24%0.26%Q4 2022Q3 20234
HOLDERNESS INVESTMENTS CO 440.06%0.09%0.10%Q1 2021Q4 20214
Cardinal Point Wealth Management LLC 444.91%6.82%8.17%Q4 2020Q3 20214
Coppell Advisory Solutions LLC 210.00%0.15%0.60%Q4 2020Q3 20234
Harvey Partners, LLC 210.44%0.96%1.66%Q1 2021Q2 20224
Aevitas Wealth Management, Inc. 441.24%1.72%2.02%Q4 2020Q3 20214
DORCHESTER WEALTH MANAGEMENT Co 440.06%0.08%0.09%Q4 2020Q3 20214
Milestone Investment Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Apexium Financial, LP 440.36%0.92%1.20%Q2 2020Q1 20214
Affiance Financial, LLC 310.00%0.02%0.03%Q1 2021Q4 20224
Register Financial Advisors LLC 440.07%0.09%0.10%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 310.00%0.00%0.00%Q4 2020Q3 20234
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2019Q4 20194
Triumph Capital Management 310.12%0.68%1.12%Q2 2021Q4 20224
BlueCrest Capital Management Ltd 210.01%0.24%0.48%Q2 2021Q3 20234
Ruggie Capital Group 220.02%0.10%0.21%Q1 2016Q3 20194
Ranch Capital Advisors Inc. 440.02%0.03%0.04%Q4 2020Q3 20214
Red Cedar Capital, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Richard W. Paul & Associates, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Strategic Wealth Investment Group, LLC 440.06%0.15%0.27%Q3 2022Q2 20234
HBK INVESTMENTS L P 210.01%0.02%0.03%Q1 2021Q3 20224
Vantage Investment Advisors, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Atlas Private Wealth Advisors 310.00%0.35%1.13%Q4 2020Q4 20214
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.01%0.06%0.09%Q2 2018Q4 20214
EP Wealth Advisors, LLC 310.01%0.01%0.01%Q2 2019Q4 20214
Sutton Wealth Advisors Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
GTS SECURITIES LLC 220.01%0.04%0.06%Q2 2023Q3 20234
Paradigm Financial Partners, LLC 440.25%0.37%0.66%Q4 2020Q3 20214
CREDIT AGRICOLE S A 210.00%0.00%0.01%Q4 2021Q3 20234
Triton Wealth Management, PLLC 440.23%0.37%0.50%Q3 2020Q2 20214
Mezzasalma Advisors, LLC 440.18%0.21%0.26%Q2 2021Q1 20224
Future Financial Wealth Managment LLC 440.01%0.82%1.25%Q2 2021Q1 20224
Johnson Bixby & Associates, LLC 440.08%0.09%0.11%Q4 2020Q3 20214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.07%0.10%0.12%Q4 2018Q3 20194
IEQ CAPITAL, LLC 440.01%0.05%0.09%Q4 2020Q3 20214
HORIZON BANCORP INC /IN/ 440.00%0.01%0.01%Q4 2022Q3 20234
North Fourth Asset Management, LP 210.09%1.21%3.40%Q1 2022Q3 20234
Freestone Capital Holdings, LLC 210.00%0.01%0.01%Q3 2020Q1 20224
PagnatoKarp Partners LLC 440.22%2.96%6.33%Q2 2019Q1 20204
Quad-Cities Investment Group, LLC 440.21%0.27%0.36%Q4 2020Q3 20214
Claret Asset Management Corp 440.04%0.04%0.05%Q4 2020Q3 20214
MILESTONE ASSET MANAGEMENT, LLC 440.15%0.18%0.20%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.24%0.27%0.29%Q4 2022Q3 20234
Strategic Financial Services, Inc, 440.02%0.03%0.03%Q3 2020Q2 20214
AVAII WEALTH MANAGEMENT, LLC 440.25%0.39%0.63%Q4 2021Q3 20224
VitalStone Financial, LLC 440.15%0.17%0.19%Q4 2022Q3 20234
QCM Cayman, Ltd. 210.75%1.54%2.43%Q1 2021Q1 20234
Colonial River Wealth Management, LLC 310.09%0.20%0.30%Q4 2020Q4 20214
STRATEGY ASSET MANAGERS LLC 440.05%0.05%0.06%Q4 2020Q3 20214
Sterling Financial Planning, Inc. 440.11%0.14%0.18%Q4 2020Q3 20214
SYMMETRY PEAK MANAGEMENT LLC 310.38%0.52%0.67%Q2 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.01%0.02%Q4 2020Q2 20224
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
FLPUTNAM INVESTMENT MANAGEMENT CO 440.01%0.01%0.01%Q1 2021Q4 20214
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2018Q1 20214
Emery Howard Portfolio Management, Inc. 440.05%0.06%0.08%Q1 2021Q4 20214
Financial Freedom, LLC 440.01%0.02%0.05%Q4 2022Q3 20234
PINNACLE ASSOCIATES LTD 440.00%0.01%0.01%Q2 2021Q1 20224
Stratos Wealth Advisors, LLC 440.02%0.03%0.06%Q1 2021Q4 20214
WC Walker & Associates, Inc. 441.56%1.72%1.88%Q4 2020Q3 20214
Tatro Capital, LLC 220.57%1.39%3.12%Q1 2021Q1 20224
Resurgent Financial Advisors LLC 440.10%0.22%0.34%Q1 2022Q4 20224
LEGACY FINANCIAL GROUP, INC. 440.16%0.18%0.19%Q4 2022Q3 20234
Core Wealth Advisors, Inc. 440.01%0.02%0.02%Q4 2020Q3 20214
Navalign, LLC 440.09%0.12%0.14%Q1 2021Q4 20214
LEVIN CAPITAL STRATEGIES, L.P. 210.03%0.05%0.06%Q1 2021Q2 20224
CVA Family Office, LLC 220.00%0.01%0.01%Q1 2021Q1 20224
WCG Wealth Advisors LLC 210.00%0.04%0.10%Q2 2022Q3 20234
Viewpoint Capital Management LLC 440.11%0.15%0.17%Q4 2021Q3 20224
Southland Equity Partners LLC 440.10%0.16%0.21%Q1 2021Q4 20214
STONNINGTON GROUP, LLC 440.10%0.13%0.15%Q1 2021Q4 20214
Baymount Management LP 213.14%23.89%71.92%Q3 2021Q1 20234
Harel Insurance Investments & Financial Services Ltd. 310.00%0.02%0.03%Q3 2020Q3 20214
HERBST GROUP, LLC 440.22%0.36%0.60%Q4 2021Q3 20224
HCR Wealth Advisors 440.04%0.05%0.06%Q2 2021Q1 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Greenwich Wealth Management LLC 440.02%0.03%0.06%Q1 2021Q4 20214
WHITEBOX ADVISORS LLC 440.07%0.24%0.39%Q2 2021Q1 20224
PENOBSCOT WEALTH MANAGEMENT 441.29%1.68%2.07%Q2 2021Q1 20224
Cooper Financial Group 310.04%0.07%0.09%Q4 2020Q3 20234
PROFESSIONAL PLANNING 440.10%0.15%0.25%Q4 2020Q3 20214
BNC WEALTH MANAGEMENT, LLC 440.14%0.55%0.99%Q3 2020Q2 20214
Versant Capital Management, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
ESG Planning 440.40%0.81%0.96%Q1 2022Q4 20224
Stewardship Advisors, LLC 440.21%1.45%2.13%Q4 2020Q3 20214
Certified Advisory Corp 310.00%0.05%0.08%Q2 2020Q3 20214
YHB Investment Advisors, Inc. 440.04%0.06%0.07%Q1 2021Q4 20214
DOWLING & YAHNKE LLC 440.03%0.05%0.08%Q4 2020Q3 20214
Fairhaven Wealth Management, LLC 440.18%1.20%1.62%Q4 2020Q3 20214
Portfolio Strategies, Inc. 440.80%1.90%2.77%Q2 2020Q1 20214
IMC-Chicago, LLC 110.00%0.09%0.20%Q1 2021Q1 20224
Pensionmark Financial Group, LLC 440.10%0.12%0.13%Q4 2020Q3 20214
CQS (US), LLC 311.00%4.17%5.86%Q1 2021Q1 20234
EPIQ PARTNERS, LLC 440.12%0.18%0.30%Q4 2020Q3 20214
Baker Avenue Asset Management, LP 440.00%0.04%0.15%Q4 2022Q3 20234
Ferris Capital, LLC 310.09%0.27%0.41%Q1 2021Q1 20224
Summit Financial Wealth Advisors, LLC 440.06%0.07%0.09%Q2 2021Q1 20224
Grant/GrossMendelsohn, LLC 441.79%2.50%2.92%Q4 2020Q3 20214
AlphaStar Capital Management, LLC 440.02%0.16%0.23%Q2 2021Q1 20224
Summit Investment Advisory Services, LLC 440.28%0.30%0.36%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.26%0.33%0.38%Q4 2022Q3 20234
BERRY GROUP, LLC 330.21%0.39%0.57%Q2 2020Q4 20203
INGALLS & SNYDER LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Coyle Financial Counsel LLC 334.57%5.00%5.38%Q1 2021Q3 20213
Aldebaran Financial Inc. 330.17%0.19%0.20%Q1 2021Q3 20213
TITLEIST ASSET MANAGEMENT, LLC 330.98%0.99%1.00%Q1 2023Q3 20233
Phillips Wealth Planners LLC 330.31%0.34%0.38%Q1 2023Q3 20233
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
CFO4Life Group, LLC 330.05%0.05%0.06%Q1 2021Q3 20213
SEAVIEW INVESTMENT MANAGERS LLC 210.11%0.29%0.64%Q3 2020Q2 20213
FIRST UNITED BANK & TRUST 330.10%0.11%0.13%Q1 2021Q3 20213
First Bancorp, Inc /ME/ 210.18%0.22%0.25%Q1 2021Q4 20213
Alpha Cubed Investments, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
CLEAR STREET MARKETS LLC 220.13%0.21%0.27%Q1 2021Q2 20213
Choice Wealth Advisors, LLC 330.17%0.18%0.20%Q4 2020Q2 20213
TruWealth Advisors, LLC 210.02%0.02%0.03%Q2 2022Q2 20233
LFA - Lugano Financial Advisors SA 210.02%0.03%0.06%Q1 2021Q2 20223
ENTERPRISE FINANCIAL SERVICES CORP 330.00%0.01%0.01%Q4 2020Q2 20213
JB Capital LLC 330.02%0.05%0.08%Q3 2021Q1 20223
CANTOR FITZGERALD, L. P. 210.01%0.02%0.03%Q1 2022Q4 20223
Stelac Advisory Services LLC 330.03%0.05%0.06%Q4 2020Q2 20213
Rinet Co LLC 330.07%0.08%0.08%Q1 2021Q3 20213
Clean Yield Group 110.00%0.00%0.01%Q4 2020Q3 20233
San Luis Wealth Advisors LLC 330.15%0.28%0.35%Q3 2021Q1 20223
Jackson, Grant Investment Advisers, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 330.10%0.11%0.12%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Abacus Wealth Partners, LLC 330.08%0.12%0.17%Q1 2021Q3 20213
TUDOR INVESTMENT CORP ET AL 210.01%0.14%0.24%Q1 2022Q1 20233
Gillson Capital LP 210.04%0.22%0.52%Q2 2022Q1 20233
Synergy Asset Management, LLC 110.07%0.85%1.46%Q4 2020Q4 20213
Rockbridge Investment Management, LCC 330.02%0.02%0.02%Q1 2021Q3 20213
Evanson Asset Management, LLC 330.02%0.04%0.06%Q4 2020Q2 20213
Resolute Advisors LLC 330.19%0.23%0.29%Q1 2021Q3 20213
SCOPIA CAPITAL MANAGEMENT LP 330.04%0.05%0.05%Q1 2023Q3 20233
Bienville Capital Management, LLC 330.08%0.36%0.50%Q2 2021Q4 20213
Wealth Quarterback LLC 210.00%0.01%0.02%Q1 2020Q3 20213
Soros Fund Management 210.22%0.39%0.69%Q4 2022Q3 20233
MCF Advisors LLC 210.00%0.00%0.00%Q1 2021Q3 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.01%Q1 2021Q3 20213
Peregrine Asset Advisers, Inc. 330.30%0.36%0.42%Q2 2020Q4 20203
Strategic Vision Investment Ltd 2111.39%17.80%28.61%Q1 2021Q4 20213
Pekin Hardy Strauss, Inc. 330.17%0.27%0.34%Q2 2020Q4 20203
Newfoundland Capital Management 220.01%0.49%1.07%Q4 2021Q1 20223
AMERICAN NATIONAL BANK 330.00%0.00%0.00%Q1 2023Q3 20233
Fortis Capital Advisors, LLC 220.00%0.02%0.04%Q4 2022Q1 20233
WESPAC Advisors SoCal, LLC 330.11%0.16%0.21%Q2 2021Q4 20213
Gilfoyle Management LLC 3312.00%23.89%33.33%Q1 2023Q3 20233
Magnus Financial Group LLC 330.03%0.07%0.09%Q4 2020Q2 20213
Flagship Private Wealth, LLC 330.06%0.07%0.07%Q4 2020Q2 20213
Laurion Capital Management LP 330.11%0.44%0.95%Q2 2021Q4 20213
Matisse Capital 330.13%0.14%0.17%Q2 2021Q4 20213
Semus Wealth Partners LLC 330.19%0.21%0.25%Q1 2023Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.02%0.03%0.04%Q4 2020Q1 20223
RETIREMENT GUYS FORMULA LLC 210.52%0.71%0.96%Q4 2021Q2 20233
Frontier Wealth Management LLC 330.02%0.02%0.03%Q1 2021Q3 20213
American Planning Services, Inc. 330.36%1.62%3.94%Q4 2021Q2 20223
Ruggaard & Associates LLC 330.14%0.14%0.15%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Leeward Financial Partners, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
CenterStar Asset Management, LLC 110.02%0.03%0.05%Q4 2020Q3 20213
Capital Markets Trading UK LLP 210.01%0.02%0.03%Q4 2022Q3 20233
Parker Investment Management, LLC 330.66%1.40%2.68%Q2 2020Q4 20203
ACG Wealth 210.01%0.03%0.04%Q4 2020Q2 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Insight Wealth Strategies, LLC 330.03%0.04%0.04%Q1 2021Q3 20213
Edge Wealth Management LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Brookfield Asset Management 210.00%0.01%0.01%Q2 2021Q2 20223
Welch Group, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Herold Advisors, Inc. 330.12%0.15%0.19%Q3 2021Q1 20223
Corient Capital Partners, LLC 330.02%0.03%0.03%Q1 2022Q3 20223
BRYN MAWR TRUST Co 330.01%0.01%0.02%Q1 2021Q3 20213
Montecito Bank & Trust 330.05%0.07%0.09%Q2 2021Q4 20213
Rathbones Group PLC 210.00%0.01%0.01%Q3 2020Q3 20233
Truepoint, Inc. 330.01%0.02%0.03%Q1 2022Q3 20223
CAXTON ASSOCIATES LP 110.19%0.24%0.29%Q2 2021Q4 20213
Migdal Insurance & Financial Holdings Ltd. 210.00%0.00%0.00%Q1 2019Q1 20203
CONSOLIDATED CAPITAL MANAGEMENT, LLC 332.07%2.17%2.23%Q1 2023Q3 20233
PFG Investments, LLC 330.14%0.15%0.16%Q1 2023Q3 20233
SONATA CAPITAL GROUP INC 330.11%0.12%0.14%Q1 2021Q3 20213
Compass Advisory Group LLC 330.13%0.14%0.15%Q3 2022Q1 20233
Eisler Capital (UK) Ltd. 210.24%0.29%0.37%Q2 2021Q1 20223
GenTrust, LLC 330.08%0.09%0.11%Q2 2020Q4 20203
THOROUGHBRED FINANCIAL SERVICES, LLC 330.06%0.07%0.09%Q2 2021Q4 20213
Soltis Investment Advisors LLC 330.04%0.04%0.06%Q2 2021Q4 20213
Paloma Partners Management Co 110.03%0.19%0.34%Q4 2020Q3 20233
Raleigh Capital Management Inc. 210.00%0.01%0.03%Q1 2022Q3 20233
HOWARD FINANCIAL SERVICES, LTD. 110.01%0.18%0.52%Q4 2021Q4 20223
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.40%2.41%6.26%Q1 2022Q3 20223
TPB WEALTH ADVISORS 330.76%0.92%1.03%Q1 2021Q3 20213
Bridgewealth Advisory Group, LLC 330.26%0.34%0.39%Q1 2023Q3 20233
BRADLEY FOSTER & SARGENT INC/CT 330.01%0.01%0.01%Q1 2021Q3 20213
MARINER INVESTMENT GROUP LLC 330.02%0.04%0.09%Q1 2021Q3 20213
American Money Management, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
MANCHESTER FINANCIAL INC 330.01%0.98%1.60%Q4 2020Q2 20213
Coltrane Asset Management L.P. 331.85%7.64%13.15%Q4 2020Q2 20213
Hoover Financial Advisors, Inc. 330.00%0.01%0.01%Q4 2020Q2 20213
TCWP LLC 210.02%0.03%0.05%Q1 2022Q2 20233
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2021Q3 20223
Financial Engines Advisors L.L.C. 330.00%0.00%0.00%Q3 2021Q1 20223
JSF Financial, LLC 330.17%0.20%0.24%Q1 2021Q3 20213
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Cutter & CO Brokerage, Inc. 330.05%0.07%0.09%Q4 2020Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.06%0.16%Q3 2022Q3 20233
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20223
Syntegra Private Wealth Group, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
McAdam, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Northwest Capital Management Inc 210.06%0.09%0.13%Q1 2022Q3 20233
Capital Asset Advisory Services LLC 210.01%0.01%0.01%Q4 2020Q3 20213
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2020Q4 20213
Kathleen S. Wright Associates Inc. 330.07%0.52%1.38%Q4 2021Q2 20223
FMA ADVISORY INC 210.13%0.16%0.18%Q4 2020Q3 20213
Capital Advisors Wealth Management, LLC 330.15%0.75%1.19%Q1 2021Q3 20213
Atomi Financial Group, Inc. 330.12%0.17%0.20%Q1 2023Q3 20233
RMB Capital Management, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
CLARK FINANCIAL SERVICES GROUP INC /BD 331.58%1.75%1.86%Q1 2021Q3 20213
MGO Private Wealth, LLC 330.36%0.48%0.57%Q3 2022Q1 20233
EMJ Capital Ltd. 212.22%15.20%22.19%Q1 2021Q3 20223
WEBSTER BANK, N. A. 330.01%0.01%0.01%Q3 2021Q1 20223
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
ExodusPoint Capital Management, LP 110.02%0.06%0.12%Q4 2020Q1 20223
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.02%0.06%Q1 2021Q3 20213
United American Securities Inc. (d/b/a UAS Asset Management) 330.24%0.95%1.57%Q2 2020Q4 20203
EMG Holdings, L.P. 110.22%0.42%0.51%Q1 2022Q2 20233
TIEDEMANN ADVISORS, LLC 330.01%0.03%0.04%Q3 2020Q1 20213
Goodman Advisory Group, LLC 210.00%0.32%0.97%Q4 2021Q3 20223
PICTON MAHONEY ASSET MANAGEMENT 330.01%0.08%0.12%Q1 2022Q3 20223
LONESTAR CAPITAL MANAGEMENT LLC 331.62%2.40%3.56%Q4 2022Q2 20233
Menard Financial Group LLC 332.76%3.38%3.74%Q3 2020Q1 20213
Vectors Research Management, LLC 330.00%0.00%0.01%Q1 2019Q3 20193
Wealth Management Partners, LLC 330.28%0.52%0.72%Q2 2021Q4 20213
InterOcean Capital Group, LLC 210.02%0.02%0.03%Q4 2020Q3 20213
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
Nan Shan Life Insurance Co., Ltd. 330.11%0.21%0.37%Q1 2021Q3 20213
Harfst & Associates, Inc. 330.45%0.53%0.58%Q1 2021Q3 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Powell Investment Advisors, LLC 330.02%0.18%0.32%Q1 2021Q3 20213
MIRABELLA FINANCIAL SERVICES LLP 110.05%0.19%0.41%Q2 2021Q1 20233
Y-Intercept (Hong Kong) Ltd 210.09%0.15%0.21%Q1 2021Q2 20233
Kore Private Wealth LLC 330.04%0.05%0.05%Q1 2021Q3 20213
ALTFEST L J & CO INC 210.05%0.14%0.32%Q4 2020Q2 20233
MAS Advisors LLC 220.23%0.27%0.32%Q4 2021Q1 20222
CARDIFF PARK ADVISORS, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
WealthShield Partners, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
SageGuard Financial Group, LLC 220.22%0.27%0.32%Q4 2020Q1 20212
WealthTrust Asset Management, LLC 220.19%0.20%0.20%Q2 2021Q3 20212
Golden State Equity Partners 220.09%0.10%0.10%Q2 2021Q3 20212
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.05%0.05%0.05%Q4 2020Q1 20212
Vienna Asset Management LLC 222.65%5.91%9.17%Q2 2022Q3 20222
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Rollins Financial 220.52%0.56%0.61%Q1 2021Q2 20212
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 220.46%1.28%2.11%Q4 2020Q1 20212
Sterling Manor Financial, LLC 224.07%6.04%8.00%Q4 2020Q1 20212
Baltimore-Washington Financial Advisors, Inc. 110.00%0.01%0.02%Q1 2023Q1 20232
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q3 2021Q4 20212
IBEX WEALTH ADVISORS 220.12%0.14%0.16%Q2 2021Q3 20212
Masso Torrence Wealth Management Inc. 220.81%1.26%1.72%Q4 2021Q1 20222
RMR Wealth Builders 220.01%0.03%0.04%Q4 2020Q1 20212
Florin Court Capital LLP 220.53%0.57%0.61%Q4 2020Q1 20212
EisnerAmper Wealth Management Corporate Benefits, LLC 110.15%0.22%0.29%Q2 2021Q4 20222
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.39%0.39%0.39%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Heritage Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Financial Gravity Asset Management, Inc. 220.05%0.61%1.17%Q3 2021Q4 20212
RE Dickinson Investment Advisors, LLC 220.00%0.02%0.03%Q1 2022Q2 20222
Coco Enterprises, LLC 221.69%1.79%1.88%Q4 2020Q1 20212
Icon Wealth Advisors, LLC 220.02%0.05%0.08%Q3 2022Q4 20222
TELEMUS CAPITAL, LLC 110.02%0.03%0.04%Q3 2020Q4 20212
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2020Q2 20212
Virtu Financial LLC 220.02%0.04%0.06%Q1 2018Q2 20182
All Terrain Financial Advisors, LLC 221.93%2.02%2.11%Q1 2021Q2 20212
B. Riley Financial, Inc. 110.15%0.18%0.22%Q4 2017Q2 20182
Bramshill Investments, LLC 110.04%0.07%0.09%Q4 2021Q3 20232
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Northstar Group, Inc. 220.06%0.06%0.06%Q1 2021Q2 20212
REGATTA CAPITAL GROUP, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Ground Swell Capital, LLC 221.36%6.89%12.43%Q2 2021Q3 20212
Alyeska Investment Group, L.P. 110.23%0.28%0.34%Q1 2021Q1 20212
Eisler Capital (US) LLC 110.03%0.05%0.08%Q3 2023Q3 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Candlestick Capital Management LP 110.83%1.51%2.19%Q4 2020Q3 20212
SII INVESTMENTS INC/WI 220.03%0.06%0.08%Q3 2017Q4 20172
GFS Advisors, LLC 220.08%0.08%0.08%Q1 2021Q2 20212
Cedar Mountain Advisors, LLC 220.06%0.08%0.09%Q4 2021Q1 20222
TOTAL INVESTMENT MANAGEMENT INC 220.10%3.56%7.02%Q2 2023Q3 20232
Holocene Advisors, LP 220.03%0.03%0.03%Q3 2022Q4 20222
American Trust 220.05%0.05%0.05%Q4 2022Q1 20232
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Sunesis Advisors, LLC 110.14%0.15%0.15%Q1 2023Q3 20232
Regal Investment Advisors LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Blueshift Asset Management, LLC 110.08%0.09%0.10%Q4 2021Q3 20222
CALIBER WEALTH MANAGEMENT, LLC 220.32%0.36%0.40%Q4 2020Q1 20212
Cornerstone Wealth Group, LLC 222.74%3.36%3.99%Q2 2019Q3 20192
Phocas Financial Corp. 110.03%0.03%0.04%Q4 2020Q2 20212
PURSUE WEALTH PARTNERS LLC 220.26%0.34%0.43%Q2 2023Q3 20232
Aprio Wealth Management, LLC 220.11%0.14%0.17%Q2 2021Q3 20212
BANK HAPOALIM BM 220.02%0.03%0.04%Q1 2021Q2 20212
Headlands Technologies LLC 110.04%0.08%0.12%Q4 2022Q3 20232
Gunderson Capital Management Inc. 220.22%0.23%0.23%Q3 2020Q4 20202
INTRUST BANK NA 220.03%0.03%0.03%Q2 2022Q3 20222
LifePro Asset Management 110.08%0.10%0.13%Q3 2021Q1 20222
True Capital Management 220.91%0.98%1.05%Q4 2022Q1 20232
Segantii Capital Management Ltd 110.00%0.44%0.88%Q4 2021Q3 20222
Cumberland Partners Ltd 220.02%0.02%0.02%Q1 2021Q2 20212
Outlook Wealth Advisors, LLC 220.36%0.48%0.60%Q1 2021Q2 20212
SECURITY NATIONAL TRUST CO 220.00%0.00%0.00%Q2 2021Q3 20212
MV CAPITAL MANAGEMENT, INC. 220.02%0.02%0.02%Q4 2020Q1 20212
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.05%0.06%Q2 2021Q4 20212
LVZ, Inc. 220.04%0.05%0.06%Q3 2020Q4 20202
Connacht Asset Management LP 220.14%0.45%0.76%Q1 2021Q2 20212
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.17%0.26%0.36%Q1 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Vigilare Wealth Management 220.12%0.14%0.15%Q3 2021Q4 20212
First Command Bank 220.01%0.01%0.01%Q3 2021Q4 20212
DIMENSION CAPITAL MANAGEMENT LLC 220.07%0.08%0.08%Q1 2021Q2 20212
Sassicaia Capital Advisers LLC 110.43%1.13%1.83%Q1 2021Q1 20232
Fiduciary Alliance LLC 110.03%0.04%0.04%Q4 2022Q2 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.04%0.05%0.06%Q1 2020Q2 20202
Corvex Management LP 223.40%3.41%3.42%Q3 2021Q4 20212
Lavaca Capital LLC 220.04%0.05%0.06%Q3 2020Q4 20202
Calamos Advisors LLC 110.01%0.03%0.05%Q3 2021Q2 20222
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Berger Financial Group, Inc 220.04%0.05%0.06%Q3 2021Q4 20212
LMR Partners LLP 110.01%0.10%0.18%Q2 2021Q1 20222
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q2 20232
Argent Advisors, Inc. 221.08%1.29%1.50%Q3 2020Q4 20202
Financial Sense Advisors, Inc. 220.08%0.08%0.08%Q1 2021Q2 20212
Allianz Asset Management GmbH 110.00%0.00%0.00%Q4 2020Q2 20212
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q1 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Amplius Wealth Advisors, LLC 220.03%0.05%0.06%Q4 2021Q1 20222
Nadler Financial Group, Inc. 220.04%0.04%0.04%Q1 2021Q2 20212
RFP Financial Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2021Q1 20222
FirstPurpose Wealth LLC 220.19%0.19%0.20%Q2 2022Q3 20222
Jordan Park Group LLC 220.11%0.12%0.12%Q1 2021Q2 20212
Apollo Management Holdings, L.P. 110.03%0.12%0.22%Q1 2022Q1 20222
ETFIDEA, LLC 220.14%0.20%0.26%Q4 2021Q1 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Waldron Private Wealth LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Epic Trust Investment Advisors, LLC 220.32%0.42%0.51%Q4 2021Q1 20222
Capstone Financial Advisors, Inc. 110.02%0.03%0.04%Q4 2020Q2 20212
Gainplan LLC 220.09%0.16%0.23%Q2 2021Q3 20212
Greenland Capital Management LP 220.06%0.08%0.11%Q1 2023Q2 20232
Carroll Investors, Inc 220.02%0.02%0.02%Q4 2021Q1 20222
Arbor Investment Advisors, LLC 220.04%0.05%0.06%Q1 2022Q2 20222
ARMOR ADVISORS, L.L.C. 2215.03%15.22%15.41%Q3 2021Q4 20212
Gallagher Fiduciary Advisors, LLC 220.02%0.03%0.03%Q1 2023Q2 20232
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Tevis Investment Management 110.00%0.00%0.01%Q4 2021Q2 20222
Triatomic Management LP 228.70%15.12%21.54%Q4 2021Q1 20222
SageView Advisory Group, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
PFG Private Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Clal Insurance Enterprises Holdings Ltd 220.64%0.75%0.85%Q1 2022Q2 20222
Atlas Brown,Inc. 220.18%0.19%0.21%Q2 2021Q3 20212
Traynor Capital Management, Inc. 110.03%0.04%0.04%Q1 2021Q1 20222
TFC Financial Management, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q2 2021Q1 20222
BTG Pactual Global Asset Management Ltd 111.26%2.56%3.85%Q4 2021Q1 20232
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.02%0.02%Q1 2021Q2 20212
Islet Management, LP 111.01%1.15%1.29%Q4 2021Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Lion Street Advisors, LLC 110.23%2.71%5.19%Q1 2021Q2 20232
BEAM WEALTH ADVISORS, INC. 110.34%0.76%1.18%Q4 2021Q2 20222
Symmetry Investments LP 110.45%3.85%7.24%Q1 2021Q3 20232
ROMAN BUTLER FULLERTON & CO 220.15%0.36%0.58%Q1 2019Q2 20192
McGuire Investment Group, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
West Tower Group, LLC 220.18%0.27%0.36%Q2 2023Q3 20232
Artemis Wealth Advisors, LLC 220.05%1.88%3.72%Q4 2020Q1 20212
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Joseph Group Capital Management 220.02%0.02%0.02%Q4 2021Q1 20222
Fulcrum Equity Management 110.48%0.71%0.94%Q2 2020Q4 20202
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q3 2018Q1 20192
Heard Capital LLC 220.08%0.11%0.14%Q2 2022Q3 20222
Capital Wealth Planning, LLC 110.01%0.02%0.03%Q2 2021Q2 20232
Valmark Advisers, Inc. 220.01%0.01%0.02%Q1 2021Q2 20212
Financial Advisors, LLC 220.09%0.09%0.09%Q4 2020Q1 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Hudson Capital Management LLC 221.57%1.78%1.99%Q3 2020Q4 20202
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.03%0.03%0.04%Q2 2021Q3 20212
Clearshares LLC 221.24%1.31%1.37%Q4 2018Q1 20192
Intellectus Partners, LLC 110.01%0.04%0.08%Q1 2019Q4 20202
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Bouchey Financial Group Ltd 220.04%0.04%0.04%Q1 2021Q2 20212
IAM Advisory, LLC 220.09%0.13%0.16%Q4 2020Q1 20212
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.31%0.35%0.40%Q2 2020Q3 20202
Investors Financial Group, LLC 220.14%0.14%0.14%Q1 2021Q2 20212
AVALON CAPITAL MANAGEMENT 221.31%1.47%1.62%Q4 2017Q1 20182
Carnick & Kubik, LLC 110.00%0.00%0.01%Q3 2015Q1 20162
JT Stratford LLC 220.13%0.17%0.20%Q3 2021Q4 20212
Garden State Investment Advisory Services LLC 220.09%0.09%0.09%Q1 2023Q2 20232
K2 PRINCIPAL FUND, L.P. 220.02%0.58%1.14%Q4 2020Q1 20212
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Commonwealth Equity Services, Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Phoenix Holdings Ltd. 110.00%0.00%0.01%Q1 2021Q3 20212
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q4 2022Q1 20232
MOULTON WEALTH MANAGEMENT, INC 220.28%0.37%0.46%Q1 2021Q2 20212
XML SECURITIES, LLC 220.93%0.98%1.02%Q4 2017Q1 20182
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Enhancement Group LLC 220.03%0.68%1.32%Q3 2020Q4 20202
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Physician Wealth Advisors, Inc. 220.06%0.06%0.06%Q2 2021Q3 20212
QVR LLC 110.44%0.44%0.44%Q1 2021Q1 20212
NOVARE CAPITAL MANAGEMENT LLC 220.03%0.03%0.04%Q4 2020Q1 20212
BALLAST ADVISORS LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Atika Capital Management LLC 110.80%0.81%0.83%Q4 2021Q3 20222
ORG Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.00%0.08%0.17%Q2 2023Q3 20232
ARS Wealth Advisors, LLC 220.11%0.11%0.11%Q1 2021Q2 20212
SPC Financial, Inc. 110.02%0.02%0.03%Q4 2021Q2 20232
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
Cowen Investment Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
OMERS ADMINISTRATION Corp 110.55%0.55%0.55%Q1 2021Q1 20211
MY Wealth Management Inc. 110.50%0.50%0.50%Q4 2021Q4 20211
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Northwest Bank & Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Cormorant Asset Management, LP 112.22%2.22%2.22%Q2 2021Q2 20211
MARSHALL WACE, LLP 110.03%0.03%0.03%Q1 2023Q1 20231
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Noked Israel Ltd 110.26%0.26%0.26%Q3 2022Q3 20221
Anson Funds Management LP 110.87%0.87%0.87%Q2 2021Q2 20211
Balentine LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Northern Right Capital Management, L.P. 111.99%1.99%1.99%Q1 2022Q1 20221
Addison Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Diameter Capital Partners LP 111.26%1.26%1.26%Q1 2021Q1 20211
Park Capital Group, Inc. 1167.98%67.98%67.98%Q4 2020Q4 20201
BEACONLIGHT CAPITAL, LLC 110.48%0.48%0.48%Q3 2021Q3 20211
Otter Creek Advisors, LLC 111.76%1.76%1.76%Q3 2021Q3 20211
INHERENT GROUP, LP 110.80%0.80%0.80%Q4 2021Q4 20211
LAM GROUP, INC. 110.02%0.02%0.02%Q4 2022Q4 20221
One Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Faithward Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
qPULA Trading Management LP 111.50%1.50%1.50%Q2 2022Q2 20221
Fiera Capital Corp 110.00%0.00%0.00%Q4 2020Q4 20201
WEBSTERROGERS FINANCIAL ADVISORS, LLC 110.42%0.42%0.42%Q4 2020Q4 20201
MPS Loria Financial Planners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
NIEMANN CAPITAL MANAGEMENT INC 111.27%1.27%1.27%Q2 2020Q2 20201
GARNET EQUITY CAPITAL HOLDINGS, INC. 110.17%0.17%0.17%Q1 2022Q1 20221
STRINGER ASSET MANAGEMENT, LLC 111.13%1.13%1.13%Q2 2020Q2 20201
OLD MISSION CAPITAL LLC 110.12%0.12%0.12%Q2 2022Q2 20221
CONSILIO WEALTH ADVISORS, LLC 111.00%1.00%1.00%Q4 2021Q4 20211
NOESIS CAPITAL MANGEMENT CORP 110.06%0.06%0.06%Q1 2021Q1 20211
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Engrave Wealth Partners LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Glaxis Capital Management, LLC 110.84%0.84%0.84%Q2 2023Q2 20231
Northstar Advisory Group, LLC 111.17%1.17%1.17%Q4 2021Q4 20211
NorthCoast Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
KCL Capital, L.P. 113.02%3.02%3.02%Q4 2020Q4 20201
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ERn Financial, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.22%0.22%0.22%Q4 2020Q4 20201
Noked Capital LTD 110.12%0.12%0.12%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Keudell/Morrison Wealth Management 110.10%0.10%0.10%Q4 2021Q4 20211
Maple Rock Capital Partners 112.70%2.70%2.70%Q3 2022Q3 20221
SBK Financial, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Secure Asset Management, LLC 110.56%0.56%0.56%Q1 2021Q1 20211
Oxbow Advisors, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DHK Financial Advisors, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
Wick Capital Partners, LLC 110.54%0.54%0.54%Q4 2021Q4 20211
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Sovereign Investment Advisors, LLC 110.96%0.96%0.96%Q3 2023Q3 20231
Bowman & Co S.C. 110.17%0.17%0.17%Q4 2021Q4 20211
Susquehanna International Group Ltd. 110.39%0.39%0.39%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
COMMONS CAPITAL, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Wellington Shields & Co., LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Forbes Financial Planning, Inc. 110.30%0.30%0.30%Q1 2022Q1 20221
Sage Financial Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
MD Financial Management Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Algebris (UK) Ltd 110.02%0.02%0.02%Q3 2021Q3 20211
Appaloosa LP 111.07%1.07%1.07%Q1 2023Q1 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gallagher Benefit Services, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Brendel Financial Advisors LLC 110.44%0.44%0.44%Q1 2022Q1 20221
VIVID FINANCIAL MANAGEMENT, INC. 110.12%0.12%0.12%Q2 2021Q2 20211
Alphadyne Asset Management LP 1111.96%11.96%11.96%Q3 2022Q3 20221
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.01%0.01%0.01%Q3 2021Q3 20211
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Connective Portfolio Management, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 111.63%1.63%1.63%Q4 2020Q4 20201
MEANS INVESTMENT CO., INC. 110.05%0.05%0.05%Q4 2020Q4 20201
Wealth Enhancement & Preservation of GA, LLC 117.61%7.61%7.61%Q3 2020Q3 20201
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Biltmore Family Office, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Edge Capital Group, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Advance Capital Management, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Crown Wealth Group, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Quantbot Technologies LP 110.07%0.07%0.07%Q2 2021Q2 20211
Surevest, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
MARINO, STRAM & ASSOCIATES LLC 110.09%0.09%0.09%Q3 2021Q3 20211
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Quintet Private Bank (Europe) S.A. 110.01%0.01%0.01%Q1 2023Q1 20231
Garda Capital Partners LP 110.06%0.06%0.06%Q3 2023Q3 20231
Aspire Wealth Management Corp 110.15%0.15%0.15%Q4 2021Q4 20211
EdgeRock Capital LLC 111.55%1.55%1.55%Q3 2022Q3 20221
FIFTH LANE CAPITAL, LP 110.20%0.20%0.20%Q2 2023Q2 20231
Clay Northam Wealth Management, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ifrah Financial Services, Inc. 110.14%0.14%0.14%Q1 2021Q1 20211
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Johnson Midwest Financial, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
STUDIO INVESTMENT MANAGEMENT LLC 110.94%0.94%0.94%Q3 2021Q3 20211
CHILTON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FOURSIXTHREE CAPITAL LP 1127.81%27.81%27.81%Q1 2023Q1 20231
Yong Rong (HK) Asset Management Ltd 119.93%9.93%9.93%Q4 2022Q4 20221
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TradeLink Capital LLC 1119.57%19.57%19.57%Q3 2021Q3 20211
MKP Capital Management, L.L.C. 111.84%1.84%1.84%Q1 2021Q1 20211
Spouting Rock Asset Management, LLC 110.40%0.40%0.40%Q1 2021Q1 20211
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2022Q4 20221
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.39%0.39%0.39%Q3 2023Q3 20231
Cavalry Management Group, LLC 114.09%4.09%4.09%Q4 2020Q4 20201
Plaisance Capital LLC 110.74%0.74%0.74%Q1 2022Q1 20221
S.E.E.D. Planning Group LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q4 2022Q4 20221
No Street GP LP 113.61%3.61%3.61%Q4 2020Q4 20201
Scott & Selber, Inc. 111.85%1.85%1.85%Q1 2019Q1 20191
Allred Capital Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.18%0.18%0.18%Q4 2021Q4 20211
Ellevest, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q1 2022Q1 20221
FourWorld Capital Management LLC 112.99%2.99%2.99%Q3 2023Q3 20231
Sterling Investment Counsel, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
ORACLE INVESTMENT MANAGEMENT INC 113.28%3.28%3.28%Q1 2022Q1 20221
DeDora Capital, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
ELEVATUS WELATH MANAGEMENT 115.15%5.15%5.15%Q2 2023Q2 20231
Electron Capital Partners, LLC 110.82%0.82%0.82%Q1 2022Q1 20221
Itau Unibanco Holding S.A. 110.02%0.02%0.02%Q4 2022Q4 20221
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q2 2021Q2 20211
RETIREMENT CAPITAL STRATEGIES 111.76%1.76%1.76%Q4 2020Q4 20201
Waratah Capital Advisors Ltd. 110.29%0.29%0.29%Q3 2022Q3 20221
P SCHOENFELD ASSET MANAGEMENT LP 110.32%0.32%0.32%Q3 2022Q3 20221
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
New Hampshire Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Argent Wealth Management LLC 110.05%0.05%0.05%Q2 2020Q2 20201
FIR TREE CAPITAL MANAGEMENT LP 110.27%0.27%0.27%Q1 2021Q1 20211
Empowered Funds, LLC 114.97%4.97%4.97%Q3 2020Q3 20201
KPP Advisory Services LLC 110.14%0.14%0.14%Q3 2023Q3 20231
LOWERY THOMAS, LLC 110.37%0.37%0.37%Q4 2021Q4 20211
Covestor Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
DT Investment Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
KELLOGG W K FOUNDATION TRUST 110.05%0.05%0.05%Q1 2023Q1 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q4 2020Q4 20201
MOTCO 110.00%0.00%0.00%Q2 2021Q2 20211
Coalescence Partners Investment Management, LP 1113.97%13.97%13.97%Q1 2022Q1 20221
CHILTON INVESTMENT CO INC. 110.04%0.04%0.04%Q3 2022Q3 20221
SMI Advisory Services, LLC 1110.35%10.35%10.35%Q1 2021Q1 20211
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Private Vista, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
DWM Financial Group, Inc. 116.69%6.69%6.69%Q4 2020Q4 20201
Compass Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Point72 Europe (London) LLP 114.54%4.54%4.54%Q1 2022Q1 20221
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Blackstone Inc. 110.31%0.31%0.31%Q1 2021Q1 20211
Cannon Global Investment Management, LLC 1110.51%10.51%10.51%Q2 2021Q2 20211
G2 Investment Partners Management LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Bluefin Trading, LLC 110.08%0.08%0.08%Q1 2018Q1 20181
BLOOM TREE PARTNERS, LLC 112.60%2.60%2.60%Q4 2020Q4 20201
BRAVE ASSET MANAGEMENT INC 110.07%0.07%0.07%Q1 2021Q1 20211
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
Modus Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Merriman Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Diversified Portfolios, Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Capstone Financial Group, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Key Square Capital Management LLC 110.11%0.11%0.11%Q2 2022Q2 20221
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.06%0.06%0.06%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Luxor Capital Group, LP 110.65%0.65%0.65%Q1 2021Q1 20211
CAAS CAPITAL MANAGEMENT LP 110.37%0.37%0.37%Q1 2021Q1 20211
Bank Pictet & Cie (Europe) AG 110.19%0.19%0.19%Q1 2023Q1 20231
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Honeycomb Asset Management LP 111.44%1.44%1.44%Q2 2021Q2 20211
GoodHaven Capital Management 110.08%0.08%0.08%Q3 2021Q3 20211
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Claybrook Capital, LLC 111.45%1.45%1.45%Q4 2020Q4 20201
EXANE DERIVATIVES 110.13%0.13%0.13%Q2 2020Q2 20201
CAHILL FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q3 2021Q3 20211
Yorktown Management & Research Co Inc 110.18%0.18%0.18%Q1 2021Q1 20211
VISTA FINANCE, LLC 110.62%0.62%0.62%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
ASSET MANAGEMENT CORP /IL/ /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
MYDA Advisors LLC 110.92%0.92%0.92%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2020Q4 20201
Black Maple Capital Management LP 110.13%0.13%0.13%Q2 2023Q2 20231
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Quantitative Investment Management, LLC 111.35%1.35%1.35%Q2 2023Q2 20231
Woodline Partners LP 110.12%0.12%0.12%Q2 2022Q2 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Westpark Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Fortune 45 LLC 110.34%0.34%0.34%Q4 2021Q4 20211
Kent Lake Capital LLC 111.95%1.95%1.95%Q1 2021Q1 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SILVERLAKE WEALTH MANAGEMENT LLC 110.20%0.20%0.20%Q4 2021Q4 20211
ZWJ INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q4 2021Q4 20211
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Price Wealth, LLC 110.20%0.20%0.20%Q3 2020Q3 20201
Pinnacle Private Wealth, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Brand Asset Management Group, Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Permian Investment Partners, LP 110.06%0.06%0.06%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OAKTREE CAPITAL MANAGEMENT LP 110.22%0.22%0.22%Q2 2021Q2 20211
PFM Health Sciences, LP 110.95%0.95%0.95%Q1 2021Q1 20211
SkyView Investment Advisors, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Bayberry Capital Partners LP 1110.97%10.97%10.97%Q3 2022Q3 20221
Eschler Asset Management LLP 110.76%0.76%0.76%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
GUERRA PAN ADVISORS, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Boundary Creek Advisors LP 114.83%4.83%4.83%Q3 2023Q3 20231
Junto Capital Management LP 111.11%1.11%1.11%Q4 2020Q4 20201
Intrinsic Edge Capital Management LLC 110.31%0.31%0.31%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Granite Investment Advisors, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Del-Sette Capital Management, LLC 111.65%1.65%1.65%Q1 2022Q1 20221
Ascension Asset Management LLC 1115.33%15.33%15.33%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
LEAVELL INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
J Arnold Wealth Management Co 110.00%0.00%0.00%Q2 2021Q2 20211
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
GeoWealth Management, LLC 111.23%1.23%1.23%Q2 2020Q2 20201
Pinnacle Holdings, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q1 2022Q1 20221
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Scissortail Wealth Management, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
LaSalle St. Investment Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Tarsadia Capital, LLC 119.63%9.63%9.63%Q1 2021Q1 20211
Andrew Hill Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Wealthspire Advisors, L.P. 110.02%0.02%0.02%Q3 2020Q3 20201
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2019Q3 20191
Copperleaf Capital, LLC 111.51%1.51%1.51%Q2 2021Q2 20211
Gradient Capital Advisors, LLC 110.27%0.27%0.27%Q1 2022Q1 20221
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
VANCE WEALTH, INC. 110.27%0.27%0.27%Q1 2022Q1 20221
Objective Capital Management, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Aristides Capital LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Chronos Wealth Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2021Q4 20211
Gemsstock Ltd. 111.04%1.04%1.04%Q1 2021Q1 20211
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PointState Capital LP 110.78%0.78%0.78%Q4 2021Q4 20211
Tri Locum Partners LP 114.30%4.30%4.30%Q1 2023Q1 20231
All Season Financial Advisors, Inc. 110.31%0.31%0.31%Q2 2023Q2 20231
Koss-Olinger Consulting, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Fiduciary Planning LLC 114.38%4.38%4.38%Q1 2021Q1 20211
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Ulysses Management LLC 110.73%0.73%0.73%Q3 2023Q3 20231
Sessa Capital IM, L.P. 117.38%7.38%7.38%Q3 2021Q3 20211
Syverson Strege & Co 110.00%0.00%0.00%Q2 2022Q2 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DeepCurrents Investment Group LLC 110.28%0.28%0.28%Q3 2022Q3 20221
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q4 2020Q4 20201
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
SEARCY FINANCIAL SERVICES INC /ADV 110.11%0.11%0.11%Q4 2021Q4 20211
CLIENT 1ST ADVISORY GROUP, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
HighTower Trust Company, N.A. 110.02%0.02%0.02%Q2 2022Q2 20221
Financial Services Advisory Inc 110.09%0.09%0.09%Q2 2021Q2 20211
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Madison Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
RPO LLC 110.88%0.88%0.88%Q4 2021Q4 20211
Ionic Capital Management LLC 110.07%0.07%0.07%Q3 2023Q3 20231
DDD Partners, LLC 113.07%3.07%3.07%Q1 2022Q1 20221
Partnervest Advisory Services LLC 110.13%0.13%0.13%Q3 2020Q3 20201
TMD & ASSOCIATES, INC 112.14%2.14%2.14%Q2 2019Q2 20191
Cardinal Point Capital Management ULC 110.07%0.07%0.07%Q4 2022Q4 20221
GANTZERT INVESTMENT CO LLC /ADV 111.58%1.58%1.58%Q3 2020Q3 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
YARGER WEALTH STRATEGIES, LLC 110.85%0.85%0.85%Q4 2021Q4 20211
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q2 2022Q2 20221
Luken Investment Analytics, LLC 112.70%2.70%2.70%Q3 2023Q3 20231
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.58%0.58%0.58%Q1 2022Q1 20221
PURA VIDA INVESTMENTS, LLC 112.13%2.13%2.13%Q1 2021Q1 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2022Q4 20221
BANQUE PICTET & CIE SA 110.00%0.00%0.00%Q3 2023Q3 20231
SOROS CAPITAL MANAGEMENT LLC 110.64%0.64%0.64%Q3 2022Q3 20221
Scion Asset Management 111.48%1.48%1.48%Q2 2021Q2 20211
SILVER CAPITAL MANAGEMENT LLC 114.45%4.45%4.45%Q1 2018Q1 20181
Melqart Asset Management (UK) Ltd 112.18%2.18%2.18%Q1 2022Q1 20221
Banco BTG Pactual S.A. 110.10%0.10%0.10%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Allen Investment Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Life Planning Partners, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2023Q2 20231
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Governors Lane LP 113.01%3.01%3.01%Q3 2021Q3 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.45%1.45%1.45%Q4 2022Q4 20221
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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