ENERGY TRANSFER LP shareholder history

Current and past ENERGY TRANSFER LP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.05%Q2 2013Q3 2023125
Walleye Trading LLC 42420.00%0.03%0.24%Q2 2013Q3 2023113
BARCLAYS PLC 42420.00%0.05%0.29%Q2 2013Q3 2023108
CITIGROUP INC 42420.00%0.12%0.79%Q2 2013Q3 202398
Cutler Group LLC / CA 32320.00%0.03%0.44%Q4 2015Q3 202396
Citadel Advisors 3270.00%0.00%0.02%Q2 2013Q3 202393
HAP Trading, LLC 3210.00%0.19%3.86%Q4 2013Q3 202389
Parallax Volatility Advisers, L.P. 38380.00%0.01%0.08%Q2 2013Q3 202289
GOLDMAN SACHS GROUP INC 4240.00%0.13%0.66%Q1 2012Q3 202388
WOLVERINE TRADING, LLC 2090.00%0.01%0.06%Q2 2016Q3 202387
UBS Group AG 36360.00%0.08%0.50%Q4 2014Q3 202387
JANE STREET GROUP, LLC 3610.00%0.01%0.19%Q1 2014Q3 202386
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.17%Q2 2013Q3 202375
CREDIT SUISSE AG/ 40400.00%0.07%0.32%Q1 2013Q4 202273
Jefferies Group LLC 2840.00%0.07%0.50%Q3 2014Q3 202270
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.11%Q2 2013Q3 202366
HighTower Advisors, LLC 42420.00%0.17%0.69%Q2 2013Q3 202360
PEAK6 Group LLC 21210.00%0.02%0.10%Q2 2013Q2 201858
BANK OF MONTREAL /CAN/ 3920.00%0.12%0.74%Q2 2013Q3 202355
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202355
CLEAR STREET MARKETS LLC 2110.00%0.29%2.16%Q2 2013Q3 202354
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 42420.00%4.24%9.46%Q2 2013Q3 202354
RAYMOND JAMES & ASSOCIATES 42420.00%0.05%0.23%Q2 2013Q3 202354
HSBC HOLDINGS PLC 4240.00%0.12%0.56%Q1 2012Q3 202351
DEUTSCHE BANK AG\ 41410.00%0.09%0.34%Q3 2013Q3 202349
Creative Planning 42420.00%0.03%0.19%Q2 2013Q3 202349
Spot Trading L.L.C 16160.00%0.03%0.25%Q2 2013Q1 201745
Bluefin Trading, LLC 1340.00%0.24%3.85%Q1 2014Q2 202045
Heronetta Management, L.P. 44443.14%7.26%11.61%Q4 2012Q3 202344
KAYNE ANDERSON CAPITAL ADVISORS LP 42420.08%4.28%10.92%Q2 2013Q3 202344
M&T BANK CORP 42420.00%0.02%0.08%Q2 2013Q3 202344
HUNTINGTON NATIONAL BANK 20100.00%0.01%0.02%Q3 2010Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.02%Q4 2012Q3 202344
PEAK6 Investments LLC 1640.00%0.01%0.05%Q3 2018Q3 202344
MAI Capital Management 42420.00%0.43%1.84%Q2 2013Q3 202344
Cetera Advisor Networks LLC 43430.01%0.04%0.18%Q1 2013Q3 202343
Veritable, L.P. 43430.02%0.14%0.49%Q4 2012Q2 202343
BNP PARIBAS FINANCIAL MARKETS 21200.00%0.05%0.30%Q2 2013Q3 202343
Linscomb & Williams, Inc. 42420.01%0.07%0.17%Q2 2013Q3 202343
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202343
NEVILLE RODIE & SHAW INC 43430.02%0.05%0.11%Q2 2013Q4 202343
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202343
CHICKASAW CAPITAL MANAGEMENT LLC 42423.05%8.34%11.98%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42421.09%4.53%7.94%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Avenir Corp 42420.17%0.42%0.80%Q2 2013Q3 202342
DIVIDEND ASSETS CAPITAL, LLC 42420.43%2.54%7.40%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.01%0.04%0.09%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.08%Q2 2013Q3 202342
Pinnacle Holdings, LLC 42420.04%0.50%2.12%Q2 2013Q3 202342
TORTOISE CAPITAL ADVISORS, L.L.C. 42421.81%5.24%9.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.05%0.14%Q2 2013Q3 202342
BEACH INVESTMENT COUNSEL INC/PA 2280.07%3.19%6.28%Q1 2013Q4 202342
STEPHENS INC /AR/ 42420.13%0.43%0.87%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.01%0.15%0.53%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.23%0.79%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42420.02%0.13%0.36%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.12%0.59%1.41%Q2 2013Q3 202342
Estabrook Capital Management 42420.00%0.02%0.05%Q2 2013Q3 202342
Mariner, LLC 42420.01%0.12%0.67%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.05%0.15%Q2 2013Q3 202342
NBW CAPITAL LLC 42420.06%1.74%3.00%Q2 2013Q3 202342
Whetstone Capital Advisors, LLC 26260.07%8.87%19.01%Q1 2014Q2 202042
SALEM INVESTMENT COUNSELORS INC 42420.05%0.15%0.32%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.05%0.18%0.59%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.01%0.10%0.29%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.11%0.52%1.26%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.06%0.24%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.00%0.00%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.01%0.04%0.12%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.05%Q2 2013Q3 202342
WESTWOOD HOLDINGS GROUP INC 42420.00%0.36%2.06%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.38%1.01%2.19%Q2 2013Q3 202342
NOVARE CAPITAL MANAGEMENT LLC 42420.01%0.66%1.63%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.05%0.20%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.22%0.56%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.10%Q2 2013Q3 202342
Ancora Advisors LLC 21200.00%0.05%0.18%Q2 2013Q3 202341
BOKF, NA 3290.01%0.06%0.18%Q2 2013Q3 202341
Biondo Investment Advisors, LLC 41410.03%0.12%0.26%Q2 2013Q2 202341
Prospera Financial Services Inc 23180.04%0.11%0.22%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29120.00%0.02%0.05%Q2 2013Q3 202341
BALDWIN BROTHERS LLC/MA 41410.00%0.11%0.35%Q4 2013Q4 202341
Advisors Capital Management, LLC 3470.01%0.37%1.05%Q2 2013Q3 202341
FMR LLC 41410.00%0.01%0.05%Q3 2013Q3 202341
Hilton Capital Management, LLC 27140.02%0.11%0.32%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
WALNUT PRIVATE EQUITY PARTNERS, LLC 404010.64%17.95%23.49%Q4 2013Q3 202340
CONNING INC. 40400.01%0.20%0.59%Q4 2013Q3 202340
SG Americas Securities, LLC 20200.00%0.04%0.39%Q2 2013Q3 202340
SILVERCREST ASSET MANAGEMENT GROUP LLC 20200.00%0.03%0.13%Q2 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.01%0.36%1.01%Q4 2013Q3 202340
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 3910.03%0.32%1.05%Q2 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.00%0.01%Q2 2013Q3 202340
First Horizon Advisors, Inc. 40400.00%0.01%0.05%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.00%0.01%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.04%0.15%Q4 2013Q3 202340
JENNISON ASSOCIATES LLC 29110.01%0.05%0.15%Q2 2013Q3 202340
MILLER HOWARD INVESTMENTS INC /NY 28120.00%2.74%6.62%Q2 2013Q3 202340
CITY HOLDING CO 40400.00%0.02%0.03%Q4 2013Q3 202340
FIRST MANHATTAN CO. LLC. 26140.00%0.00%0.00%Q2 2013Q3 202340
PRIVATE TRUST CO NA 2670.01%0.05%0.14%Q1 2013Q3 202340
Camelot Portfolios, LLC 39390.06%0.32%1.30%Q1 2014Q3 202339
Somerset Group LLC 2940.18%0.71%1.98%Q2 2013Q3 202339
ArchPoint Investors 2730.01%0.33%1.00%Q2 2013Q3 202339
CIBC Asset Management Inc 39390.00%0.00%0.01%Q2 2013Q4 202239
Cannell & Co. 39390.01%0.13%1.12%Q1 2014Q3 202339
BROWN ADVISORY INC 39390.00%0.00%0.01%Q1 2014Q3 202339
MANUFACTURERS LIFE INSURANCE COMPANY, THE 39390.00%0.00%0.00%Q2 2013Q4 202239
WEDBUSH SECURITIES INC 39390.01%0.06%0.15%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.06%0.15%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.35%1.20%2.61%Q1 2014Q3 202339
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3540.06%0.45%1.39%Q4 2013Q3 202339
COMERICA BANK 39390.00%0.66%2.29%Q2 2013Q4 202239
Moors & Cabot, Inc. 39390.03%0.18%0.42%Q1 2014Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
EATON VANCE MANAGEMENT 38380.00%0.01%0.04%Q2 2013Q3 202238
Salient Capital Advisors, LLC 38382.56%6.12%10.82%Q2 2013Q3 202238
Partners Group Holding AG 20180.04%0.39%1.34%Q2 2013Q3 202338
ATWOOD & PALMER INC 38380.00%0.01%0.05%Q2 2014Q3 202338
CASTLEARK MANAGEMENT LLC 28100.02%0.21%0.92%Q2 2013Q3 202338
BROWN BROTHERS HARRIMAN & CO 2090.00%0.00%0.01%Q1 2013Q3 202338
PINNACLE ASSOCIATES LTD 20170.01%0.04%0.11%Q2 2013Q3 202337
Diversified Trust Co 3110.01%0.14%0.46%Q2 2013Q3 202337
Catalyst Capital Advisors LLC 37370.00%0.50%1.07%Q3 2014Q3 202337
BESSEMER GROUP INC 2210.00%0.00%0.00%Q2 2013Q3 202337
Brookfield Asset Management 1710.06%0.51%1.83%Q2 2013Q3 202337
HighTower Trust Company, N.A. 1830.05%0.23%0.50%Q2 2013Q1 202337
KINGS POINT CAPITAL MANAGEMENT 36360.15%1.22%2.38%Q2 2013Q1 202236
MV CAPITAL MANAGEMENT, INC. 36360.03%0.13%0.52%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 3320.00%0.07%0.23%Q4 2014Q3 202336
Oakworth Capital, Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
E&G Advisors, LP 20160.08%0.41%1.03%Q4 2013Q3 202336
Chicago Partners Investment Group LLC 36360.77%1.82%3.14%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 2510.00%0.01%0.06%Q2 2013Q3 202336
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 36360.29%2.50%6.70%Q2 2013Q1 202236
Invesco Ltd. 2790.00%0.09%0.24%Q2 2013Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.00%0.06%1.27%Q4 2014Q3 202336
D.A. DAVIDSON & CO. 3330.00%0.02%0.04%Q2 2013Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.13%0.36%1.16%Q4 2014Q3 202336
Sumitomo Mitsui Trust Holdings, Inc. 20150.00%0.02%0.06%Q4 2014Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.02%0.05%0.12%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.03%0.12%Q2 2013Q4 202135
Cohen Capital Management, Inc. 35350.05%0.48%1.03%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.03%0.09%0.24%Q4 2014Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 2050.00%0.00%0.01%Q3 2013Q3 202335
SEARLE & CO. 2960.04%0.11%0.27%Q4 2014Q3 202335
ALPS ADVISORS INC 34340.00%3.51%8.58%Q2 2015Q3 202334
Pointe Capital Management LLC 2770.32%1.13%3.78%Q1 2015Q3 202334
INFRASTRUCTURE CAPITAL ADVISORS, LLC 2160.01%4.66%9.13%Q4 2016Q3 202334
Heritage Wealth Advisors 2770.00%0.38%1.14%Q4 2013Q3 202334
Avior Wealth Management, LLC 34340.00%0.04%0.14%Q2 2015Q3 202334
TIEDEMANN ADVISORS, LLC 1720.01%1.21%4.36%Q2 2013Q4 202234
Edgewood Management 34340.00%0.00%0.01%Q2 2013Q3 202134
FINANCIAL COUNSELORS INC 2010.00%0.02%0.10%Q2 2013Q3 202334
Advisory Services Network, LLC 2770.01%0.04%0.09%Q1 2015Q3 202334
Sigma Planning Corp 3110.01%0.03%0.08%Q4 2014Q3 202334
North Star Investment Management Corp. 20140.00%0.05%0.11%Q2 2013Q3 202334
MCF Advisors LLC 1720.00%0.03%0.07%Q4 2011Q3 202333
Sandy Spring Bank 1710.00%0.31%0.82%Q2 2013Q3 202333
Parkside Financial Bank & Trust 33330.03%0.20%0.64%Q3 2015Q3 202333
Energy Income Partners, LLC 22110.09%3.25%7.94%Q2 2013Q3 202333
CSS LLC/IL 2520.00%0.05%0.22%Q4 2013Q3 202133
Plante Moran Financial Advisors, LLC 20130.00%0.04%0.31%Q1 2015Q3 202333
GUYASUTA INVESTMENT ADVISORS INC 2710.02%0.06%0.11%Q2 2013Q3 202333
Nuveen Asset Management, LLC 28280.00%0.01%0.11%Q4 2016Q3 202333
Caption Management, LLC 910.00%0.05%0.32%Q4 2017Q3 202333
QUADRANT CAPITAL GROUP LLC 3120.00%0.02%0.13%Q2 2015Q3 202333
FARMERS & MERCHANTS INVESTMENTS INC 20130.00%0.01%0.04%Q2 2013Q3 202333
Sheaff Brock Investment Advisors, LLC 31310.00%0.08%0.22%Q1 2016Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.02%0.06%0.11%Q2 2013Q1 202132
J.P. Morgan Private Wealth Advisors LLC 2010.00%0.04%0.38%Q3 2014Q3 202332
SIGNATUREFD, LLC 32320.00%0.05%0.18%Q4 2015Q3 202332
Community Bank, N.A. 32320.00%0.00%0.00%Q4 2015Q3 202332
BERKSHIRE ASSET MANAGEMENT LLC/PA 1610.01%0.02%0.05%Q2 2014Q3 202332
Homrich & Berg 1640.01%0.07%0.22%Q2 2013Q3 202132
Anchor Investment Management, LLC 32320.00%0.06%0.12%Q1 2016Q4 202332
FDx Advisors, Inc. 2810.00%0.01%0.04%Q3 2014Q3 202332
Geneos Wealth Management Inc. 31310.01%0.09%0.20%Q1 2016Q3 202331
GAMCO INVESTORS, INC. ET AL 2420.00%0.01%0.01%Q2 2013Q3 202231
BLUEFIN CAPITAL MANAGEMENT, LLC 13130.00%0.09%0.58%Q3 2020Q3 202331
Parkwood LLC 970.01%0.25%0.95%Q4 2013Q3 202331
IFP Advisors, Inc 17140.01%0.10%0.36%Q4 2015Q3 202331
GROUP ONE TRADING, L.P. 1410.00%0.03%0.18%Q2 2013Q3 202331
Busey Bank 1450.00%0.02%0.06%Q1 2014Q3 202331
OneDigital Investment Advisors LLC 26260.00%0.01%0.03%Q2 2017Q3 202330
SeaBridge Investment Advisors LLC 30300.01%0.36%1.43%Q2 2013Q3 202030
WEXFORD CAPITAL LP 2110.06%1.33%6.40%Q3 2015Q3 202330
First Allied Advisory Services, Inc. 30300.01%0.03%0.09%Q2 2013Q3 202030
GUGGENHEIM CAPITAL LLC 2010.00%0.01%0.03%Q2 2013Q3 202330
NOMURA HOLDINGS INC 1210.00%0.09%0.30%Q4 2012Q3 202330
SL ADVISORS, LLC 30302.64%5.80%11.73%Q2 2016Q3 202330
Lido Advisors, LLC 30300.00%0.04%0.17%Q2 2016Q3 202330
Laurel Wealth Advisors, Inc. 29290.00%0.13%0.29%Q4 2015Q4 202230
NATIXIS 30300.20%1.46%3.48%Q2 2016Q3 202330
INTEGRAL DERIVATIVES, LLC 1510.01%0.01%0.05%Q4 2013Q4 201730
Sculptor Capital LP 1820.03%0.79%2.39%Q2 2013Q2 201830
B. Riley Wealth Advisors, Inc. 2010.01%0.08%0.32%Q2 2013Q3 202330
Evercore Wealth Management, LLC 1910.00%0.03%0.12%Q2 2013Q1 202229
Winslow, Evans & Crocker, Inc. 29290.02%0.18%0.51%Q4 2013Q4 202029
Cetera Advisors LLC 2090.01%0.07%0.22%Q2 2014Q3 202329
Allianz Asset Management GmbH 2020.00%0.02%0.05%Q4 2013Q3 202329
Third Security, LLC 29290.21%1.12%2.69%Q2 2013Q2 202029
MILLENNIUM MANAGEMENT LLC 1110.00%0.04%0.14%Q2 2013Q4 202029
Zimmer Partners, LP 2440.15%1.14%2.51%Q4 2014Q4 202129
VAN ECK ASSOCIATES CORP 2540.00%0.00%0.01%Q1 2016Q3 202329
FIRST NATIONAL BANK OF OMAHA 29290.01%0.08%0.20%Q2 2013Q2 202029
Valeo Financial Advisors, LLC 25250.00%0.09%0.26%Q3 2017Q3 202329
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202329
ELCO Management Co., LLC 29291.97%4.18%5.69%Q3 2016Q3 202329
EVERGREEN CAPITAL MANAGEMENT LLC 2510.00%0.43%1.19%Q2 2014Q3 202329
ProVise Management Group, LLC 28280.02%0.19%0.72%Q2 2013Q1 202028
Grassi Investment Management 1640.01%0.32%1.33%Q2 2014Q4 202128
First Western Capital Management Co 28280.09%1.15%2.86%Q4 2013Q3 202028
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 28280.00%0.00%0.01%Q2 2013Q1 202028
STARR INTERNATIONAL CO INC 28280.20%1.16%5.99%Q2 2013Q1 202028
Advisors Asset Management, Inc. 2080.00%0.04%0.14%Q3 2015Q3 202328
RR Advisors, LLC 27272.50%11.93%17.29%Q1 2017Q3 202328
FAIRFIELD, BUSH & CO. 2020.01%0.15%0.70%Q2 2013Q3 202328
Northeast Financial Consultants Inc 2110.07%0.16%0.43%Q4 2013Q3 202328
Evanson Asset Management, LLC 2350.06%0.40%1.16%Q4 2013Q2 202128
BLACKHILL CAPITAL INC 28280.08%0.25%0.49%Q2 2013Q1 202028
C.V. Starr & Co., Inc. Trust 28282.14%5.78%9.99%Q2 2013Q1 202028
Family Management Corp 18100.03%0.62%1.62%Q2 2013Q2 202128
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
SIMPLEX TRADING, LLC 1010.00%0.05%0.35%Q4 2014Q3 202328
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2170.01%0.07%0.18%Q2 2013Q2 202028
Jacobi Capital Management LLC 28280.06%0.21%0.81%Q4 2016Q3 202328
Gilman Hill Asset Management, LLC 1990.06%0.66%1.28%Q2 2016Q3 202328
Lee Financial Co 28280.01%0.18%0.34%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.08%Q2 2013Q4 201927
IHT Wealth Management, LLC 27270.03%0.08%0.26%Q1 2017Q3 202327
Parsec Financial Management, Inc. 14130.01%0.04%0.08%Q4 2013Q1 202327
TRUIST FINANCIAL CORP 2070.00%0.01%0.02%Q2 2016Q3 202327
Hodges Capital Management Inc. 2610.01%0.13%0.47%Q1 2016Q3 202327
SANDERS MORRIS HARRIS LLC 14130.09%0.30%0.93%Q4 2016Q3 202327
MURPHY CAPITAL MANAGEMENT INC 27270.02%0.12%0.34%Q2 2013Q4 201927
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.21%0.82%2.05%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
FIRST TRUST ADVISORS LP 2210.00%0.03%0.23%Q2 2013Q3 202327
SEI INVESTMENTS CO 1650.00%0.00%0.01%Q4 2014Q3 202327
GOFEN & GLOSSBERG LLC /IL/ 1440.00%0.01%0.01%Q3 2013Q4 202227
DOLIVER ADVISORS, LP 27270.09%0.16%0.39%Q2 2017Q4 202327
SECURITY NATIONAL TRUST CO 27270.03%0.08%0.15%Q2 2013Q4 201927
Harvest Fund Advisors LLC 1892.29%8.69%18.64%Q2 2013Q1 202027
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.03%0.05%Q1 2017Q3 202327
Beach Investment Management, LLC. 2160.54%3.01%7.30%Q2 2013Q1 202027
BNP Paribas Asset Management Holding S.A. 26260.00%0.01%0.04%Q4 2013Q1 202026
ENTERPRISE FINANCIAL SERVICES CORP 26260.00%0.03%0.07%Q2 2014Q3 202026
Aveo Capital Partners, LLC 1410.13%0.19%0.26%Q4 2016Q3 202326
TWO SIGMA SECURITIES, LLC 610.00%0.01%0.19%Q1 2016Q3 202326
Good Life Advisors, LLC 2150.02%0.06%0.14%Q4 2016Q3 202326
FIRST NATIONAL TRUST CO 1920.01%0.07%0.17%Q2 2014Q3 202326
Tortoise Index Solutions, LLC 2420.06%3.33%4.60%Q2 2015Q3 202326
Russell Investments Group, Ltd. 980.00%0.02%0.08%Q3 2018Q4 202226
SPIRIT OF AMERICA MANAGEMENT CORP/NY 2240.53%1.68%2.97%Q3 2014Q3 202326
GOULD ASSET MANAGEMENT LLC /CA/ 2060.07%0.13%0.24%Q1 2014Q3 202326
Appaloosa LP 26260.76%3.02%8.98%Q2 2017Q3 202326
HIGHLAND CAPITAL MANAGEMENT, LLC 2510.01%0.06%0.14%Q3 2016Q3 202326
Avalon Investment & Advisory 2140.01%0.02%0.07%Q3 2016Q1 202325
Cordasco Financial Network 1780.00%0.02%0.05%Q4 2013Q2 202225
HALL LAURIE J TRUSTEE 13120.00%0.06%0.10%Q1 2017Q3 202325
Bogart Wealth, LLC 25250.01%0.03%0.09%Q3 2017Q3 202325
ADVISORY RESEARCH INC 25250.20%2.95%6.29%Q2 2013Q2 201925
Capital Analysts, LLC 2010.00%0.10%0.33%Q1 2017Q3 202325
MILLER VALUE PARTNERS, LLC 18180.00%1.20%3.96%Q4 2018Q1 202325
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.22%0.88%Q2 2013Q3 201825
WILLIAMS JONES & ASSOCIATES LLC 25250.01%0.10%0.26%Q2 2013Q2 201925
Mosaic Family Wealth, LLC 25250.06%0.24%0.46%Q4 2015Q4 202125
ALLIANCEBERNSTEIN L.P. 1810.00%0.00%0.01%Q3 2013Q3 202225
DAVIS R M INC 25250.01%0.01%0.02%Q4 2013Q4 201925
OppenheimerFunds, Inc. 25250.25%0.66%1.41%Q1 2013Q1 201925
BB&T SECURITIES, LLC 25250.00%0.03%0.08%Q3 2013Q3 201925
SFMG, LLC 2110.02%0.04%0.08%Q4 2014Q3 202325
DELPHI FINANCIAL GROUP, INC. 242410.04%19.55%35.97%Q4 2017Q3 202324
Laird Norton Wetherby Wealth Management, LLC 2040.01%0.02%0.04%Q3 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.03%0.10%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 24240.01%0.04%0.09%Q1 2016Q4 202124
PATHSTONE FAMILY OFFICE, LLC 1010.00%0.06%0.14%Q3 2014Q3 202324
Steinberg Global Asset Management 24240.03%0.12%0.30%Q2 2013Q1 201924
SeaCrest Wealth Management, LLC 24240.01%0.04%0.11%Q4 2017Q3 202324
TRUST CO OF VERMONT 1230.00%0.02%0.04%Q2 2013Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.08%1.94%4.07%Q4 2017Q3 202324
Princeton Portfolio Strategies Group LLC 14100.03%0.65%1.11%Q4 2013Q4 201924
NEXT Financial Group, Inc 1420.00%0.03%0.16%Q2 2014Q4 202124
STEEL GROVE CAPITAL ADVISORS, LLC 2020.03%0.38%1.22%Q1 2015Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 22220.00%0.23%0.46%Q2 2018Q3 202324
Sonora Investment Management, LLC 24240.00%0.02%0.06%Q4 2015Q3 202124
Freestone Capital Holdings, LLC 2030.00%0.15%0.52%Q4 2017Q3 202323
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.01%Q1 2015Q3 202323
WADE G W & INC 1210.01%0.04%0.15%Q1 2015Q3 202323
First Dallas Securities Inc. 13100.04%0.30%1.02%Q4 2017Q3 202323
SUNTRUST BANKS INC 1490.00%0.00%0.01%Q2 2013Q3 201923
ROANOKE ASSET MANAGEMENT CORP/ NY 23230.04%0.15%0.39%Q2 2014Q4 201923
BRAVE ASSET MANAGEMENT INC 12110.00%0.04%0.10%Q4 2013Q3 202323
Fiera Capital Corp 23230.00%0.01%0.04%Q2 2015Q4 202023
Financial Architects, Inc 1850.00%0.02%0.09%Q2 2014Q2 202023
Capital Investment Advisors, LLC 2010.02%0.13%0.29%Q4 2013Q4 202323
Frontier Wealth Management LLC 2120.01%0.04%0.05%Q4 2014Q2 202223
Belpointe Asset Management LLC 2120.03%0.10%0.22%Q3 2017Q3 202323
Steward Partners Investment Advisory, LLC 23230.02%0.05%0.10%Q1 2018Q3 202323
Wealth Alliance Advisory Group, LLC 23230.05%0.08%0.14%Q1 2018Q3 202323
GSA CAPITAL PARTNERS LLP 710.01%0.07%0.22%Q2 2013Q3 202323
Thomasville National Bank 1510.01%0.05%0.10%Q2 2014Q1 202123
LAKE STREET ADVISORS GROUP, LLC 1490.01%0.05%0.20%Q4 2017Q3 202323
Summit Trail Advisors, LLC 2120.01%0.18%1.14%Q4 2017Q3 202323
LEVEL FOUR ADVISORY SERVICES, LLC 910.01%0.09%0.50%Q4 2016Q3 202323
RiverGlades Family Offices LLC 1440.11%0.20%0.39%Q4 2017Q3 202322
Rockefeller Capital Management L.P. 2020.00%0.10%0.26%Q1 2018Q3 202322
WADDELL & REED FINANCIAL INC 11110.00%0.08%0.17%Q2 2013Q2 202022
Icon Wealth Partners, LLC 1930.14%0.48%1.51%Q4 2017Q3 202322
AE Wealth Management LLC 22220.01%0.02%0.08%Q2 2018Q3 202322
First Personal Financial Services 2020.00%0.00%0.01%Q3 2016Q3 202322
C V STARR & CO INC 22225.00%9.08%13.14%Q4 2014Q1 202022
Weiss Multi-Strategy Advisers LLC 1110.01%0.23%1.08%Q2 2013Q3 202322
FinTrust Capital Advisors, LLC 20200.02%0.06%0.12%Q4 2018Q3 202322
JNBA Financial Advisors 1010.00%0.01%0.14%Q4 2013Q3 202322
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FRONTIER INVESTMENT MGMT CO 1910.02%0.31%1.14%Q3 2014Q2 202022
Pentwater Capital Management LP 22220.00%0.12%0.41%Q3 2015Q4 202022
ASSETMARK, INC 1750.00%0.00%0.00%Q2 2015Q4 202022
Stockman Wealth Management, Inc. 22220.08%0.15%0.18%Q2 2018Q3 202322
Cornerstone Wealth Management, LLC 1210.00%0.03%0.14%Q1 2017Q3 202322
TODD ASSET MANAGEMENT LLC 22220.00%0.01%0.02%Q2 2013Q3 201822
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1660.01%0.05%0.11%Q1 2014Q3 202222
Bollard Group LLC 2020.00%0.19%0.37%Q2 2015Q3 202322
LVW Advisors, LLC 22220.02%0.20%0.47%Q2 2015Q3 202022
Country Club Trust Company, n.a. 1110.01%0.13%0.40%Q2 2013Q4 202122
CINCINNATI INSURANCE CO 1570.03%0.14%0.30%Q2 2013Q2 202222
Colorado Capital Management, Inc. 22220.04%0.10%0.21%Q2 2018Q3 202322
Osborn Williams & Donohoe LLC 11110.03%0.11%0.22%Q2 2013Q4 201922
Gradient Investments LLC 2010.00%0.00%0.00%Q3 2013Q3 202322
ING GROEP NV 1750.09%1.88%3.66%Q1 2013Q3 201822
RFG Advisory, LLC 2010.01%0.03%0.10%Q2 2018Q3 202321
NewSquare Capital LLC 1710.00%0.00%0.00%Q1 2015Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.00%0.01%0.02%Q3 2018Q3 202321
GRIFFIN ASSET MANAGEMENT, INC. 21210.03%0.14%0.23%Q3 2018Q3 202321
METROPOLITAN LIFE INSURANCE CO/NY 21210.03%0.13%0.27%Q2 2013Q2 201821
LINCOLN NATIONAL CORP 2010.00%0.02%0.06%Q1 2015Q3 202321
Renaissance Technologies 1120.00%0.03%0.10%Q2 2013Q4 201921
Mirae Asset Global Investments Co., Ltd. 2010.00%0.49%0.92%Q1 2017Q3 202321
HITE Hedge Asset Management LLC 1020.36%5.42%10.13%Q2 2013Q4 201921
Riggs Asset Managment Co. Inc. 2010.03%0.16%0.32%Q3 2015Q3 202321
BARINGS LLC 11100.02%0.18%0.39%Q2 2013Q1 202121
Cypress Capital Management LLC (WY) 21210.07%0.20%0.32%Q3 2018Q3 202321
ALBERT D MASON INC 21210.23%0.66%1.13%Q4 2018Q4 202321
HIGHLAND CAPITAL MANAGEMENT LP 21210.02%1.10%2.64%Q2 2014Q2 201921
Apollo Management Holdings, L.P. 15150.01%0.07%0.24%Q4 2018Q2 202221
NewEdge Advisors, LLC 2010.01%0.03%0.06%Q2 2017Q3 202321
Independent Advisor Alliance 21210.00%0.09%0.15%Q3 2018Q3 202321
Fieldpoint Private Securities, LLC 2010.04%0.08%0.17%Q1 2017Q2 202221
Stokes Capital Advisors, LLC 1520.04%0.42%1.23%Q4 2017Q3 202321
Cerity Partners LLC 2010.00%0.02%0.13%Q1 2017Q3 202321
FLAGSHIP HARBOR ADVISORS, LLC 11100.00%0.02%0.06%Q2 2018Q3 202321
FIRST FOUNDATION ADVISORS 910.00%0.02%0.06%Q3 2013Q3 202221
SEGALL BRYANT & HAMILL, LLC 2010.00%0.00%0.01%Q2 2018Q3 202321
STATE STREET CORP 1920.00%0.00%0.00%Q2 2013Q1 202021
Alpha Cubed Investments, LLC 21210.01%0.03%0.06%Q3 2018Q3 202321
TPH Asset Management, LLC 19190.01%2.05%4.13%Q2 2013Q4 201720
HoyleCohen, LLC 20200.01%0.05%0.15%Q4 2018Q3 202320
Allworth Financial LP 20200.00%0.00%0.01%Q4 2018Q3 202320
BUCKINGHAM STRATEGIC WEALTH, LLC 20200.01%0.03%0.10%Q4 2018Q3 202320
Kistler-Tiffany Companies, LLC 1910.01%0.11%0.20%Q2 2013Q2 202320
Smithfield Trust Co 20200.01%0.01%0.02%Q4 2018Q3 202320
Soros Fund Management 20200.05%0.09%0.20%Q4 2018Q3 202320
BRYN MAWR TRUST Co 20200.00%0.01%0.02%Q4 2018Q3 202320
CLIFFORD SWAN INVESTMENT COUNSEL LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
OPTIMUM INVESTMENT ADVISORS 1640.00%0.02%0.05%Q4 2018Q4 202320
AMERICAN FINANCIAL GROUP INC 20200.53%1.50%2.09%Q4 2018Q3 202320
BAHL & GAYNOR INC 20200.00%0.00%0.02%Q4 2018Q3 202320
TOTH FINANCIAL ADVISORY CORP 20200.00%0.00%0.01%Q4 2018Q3 202320
Haverford Trust Co 20200.01%0.02%0.03%Q4 2018Q3 202320
PINNACLE FINANCIAL PARTNERS INC 20200.01%0.02%0.06%Q4 2018Q3 202320
CAPITAL ONE, NATIONAL ASSOCIATION 1910.02%0.05%0.15%Q4 2013Q4 201920
KING LUTHER CAPITAL MANAGEMENT CORP 20200.00%0.00%0.00%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Capital Advisory Group Advisory Services, LLC 710.00%0.06%0.23%Q1 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.02%0.11%0.28%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.38%0.81%1.70%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.07%0.21%0.44%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.07%Q4 2018Q3 202320
Calamos Advisors LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Callodine Capital Management, LP 20200.35%1.09%6.06%Q4 2018Q3 202320
Sterling Capital Management LLC 1640.00%0.00%0.00%Q3 2014Q3 201920
Prime Capital Investment Advisors, LLC 1510.01%0.04%0.24%Q4 2017Q3 202320
Garrett Wealth Advisory Group, LLC 20200.10%0.19%0.37%Q4 2018Q3 202320
Keystone Financial Group 1710.06%0.14%0.36%Q4 2017Q3 202320
Kovack Advisors, Inc. 1450.00%0.10%0.20%Q4 2018Q3 202320
Hartford Financial Management Inc. 20200.05%0.09%0.19%Q4 2018Q3 202320
Legacy Advisors, LLC 20200.08%0.17%0.37%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.01%0.12%0.38%Q4 2018Q3 202320
Mutual Advisors, LLC 20200.03%0.07%0.18%Q4 2018Q3 202320
Aull & Monroe Investment Management Corp 20200.39%0.70%1.26%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.01%0.04%Q4 2015Q3 202020
Cutter & CO Brokerage, Inc. 20200.11%0.42%1.73%Q4 2018Q3 202320
AdvisorNet Financial, Inc 20200.00%0.01%0.02%Q4 2018Q3 202320
WealthTrust Axiom LLC 20200.05%0.13%0.29%Q4 2018Q3 202320
NWAM LLC 1810.01%0.07%0.22%Q2 2017Q3 202320
First PREMIER Bank 20200.00%0.04%0.09%Q4 2018Q3 202320
Fiduciary Group LLC 20200.02%0.05%0.10%Q4 2018Q3 202320
Sowell Financial Services LLC 1730.04%0.18%0.39%Q3 2018Q3 202320
McGowan Group Asset Management, Inc. 20200.82%1.41%1.86%Q4 2018Q3 202320
Sunbelt Securities, Inc. 20200.02%0.29%0.38%Q4 2018Q3 202320
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
Pacer Advisors, Inc. 1610.01%0.07%0.45%Q4 2013Q3 202320
Burt Wealth Advisors 20200.00%0.01%0.03%Q1 2016Q4 202020
Fort Sheridan Advisors LLC 20200.19%0.38%0.65%Q4 2018Q3 202320
Van Cleef Asset Management,Inc 20200.01%0.04%0.05%Q4 2018Q3 202320
Dynamic Advisor Solutions LLC 20200.02%0.05%0.11%Q4 2018Q3 202320
Tortoise Investment Management, LLC 910.00%0.00%0.01%Q2 2014Q3 202320
Focused Wealth Management, Inc 20200.00%0.01%0.03%Q4 2018Q3 202320
Highlander Capital Management, LLC 20200.00%0.04%0.11%Q4 2018Q3 202320
Financial Management Professionals, Inc. 20200.00%0.01%0.03%Q4 2018Q3 202320
SignalPoint Asset Management, LLC 20200.07%0.14%0.23%Q4 2013Q3 201820
Oxbow Advisors, LLC 20200.02%0.08%0.19%Q4 2018Q3 202320
Virtu Financial LLC 810.01%0.10%0.47%Q1 2014Q3 202320
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.05%Q1 2019Q3 202319
BENDER ROBERT & ASSOCIATES 19190.06%0.19%0.32%Q2 2013Q4 201719
GEODE CAPITAL MANAGEMENT, LLC 1810.00%0.00%0.00%Q1 2016Q3 202319
Requisite Capital Management, LLC 1720.06%0.57%1.85%Q4 2018Q3 202319
Old North State Trust, LLC 1360.08%0.18%0.40%Q4 2018Q3 202319
Moloney Securities Asset Management, LLC 1180.02%0.06%0.12%Q4 2018Q3 202319
AGF Investments LLC 850.00%0.02%0.07%Q1 2017Q3 202219
MONETARY MANAGEMENT GROUP INC 1720.03%0.13%0.31%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.03%0.06%0.12%Q4 2018Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.04%0.06%Q1 2019Q3 202319
PARSONS CAPITAL MANAGEMENT INC/RI 1410.01%0.19%0.82%Q1 2015Q3 202319
MONETA GROUP INVESTMENT ADVISORS LLC 1510.00%0.04%0.08%Q3 2015Q3 202319
Horan Securities, Inc. 760.01%0.02%0.05%Q2 2018Q2 202319
HM PAYSON & CO 19190.00%0.01%0.01%Q1 2019Q3 202319
Pensionmark Financial Group, LLC 19190.07%0.14%0.19%Q1 2019Q3 202319
Argent Trust Co 1310.01%0.03%0.13%Q1 2015Q3 202319
BRADLEY FOSTER & SARGENT INC/CT 1210.00%0.01%0.02%Q2 2013Q4 202019
BOENNING & SCATTERGOOD, INC. 19190.09%0.14%0.21%Q2 2018Q4 202219
Lavaca Capital LLC 1270.01%0.36%0.92%Q4 2018Q3 202319
PENN DAVIS MCFARLAND INC 1090.03%5.11%11.82%Q2 2013Q2 202019
New England Private Wealth Advisors LLC 1180.05%0.09%0.14%Q2 2014Q3 201919
Financial Advocates Investment Management 19190.01%0.02%0.07%Q1 2019Q3 202319
Heritage Trust Co 1810.02%0.03%0.05%Q4 2018Q3 202319
Ferris Capital, LLC 1630.07%0.26%0.63%Q2 2017Q1 202219
EJF Capital LLC 1180.02%0.13%0.35%Q4 2018Q3 202319
BUSH ODONNELL INVESTMENT ADVISORS INC 19190.19%0.41%0.56%Q2 2013Q4 201719
Global Retirement Partners, LLC 1270.00%0.03%0.10%Q4 2018Q3 202319
PFG Advisors 19190.06%0.13%0.33%Q1 2019Q3 202319
Baird Financial Group, Inc. 820.00%0.00%0.01%Q2 2015Q3 202319
SOLARIS ASSET MANAGEMENT LLC 19190.07%0.49%1.04%Q2 2013Q4 201719
Pacific Center for Financial Services 1630.00%0.01%0.02%Q4 2018Q3 202319
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 19190.02%0.08%0.15%Q1 2019Q3 202319
COOPERMAN LEON G 19192.66%4.65%8.75%Q1 2019Q3 202319
KORNITZER CAPITAL MANAGEMENT INC /KS 1180.00%0.02%0.05%Q3 2018Q3 202319
CWM, LLC 1180.00%0.00%0.02%Q4 2018Q3 202319
Essex Financial Services, Inc. 1450.01%0.05%0.13%Q3 2014Q3 202319
Plancorp, LLC 1310.35%0.73%2.28%Q1 2015Q4 201918
Sound Income Strategies, LLC 1030.00%0.01%0.03%Q4 2018Q3 202318
Hudock, Inc. 1010.00%0.01%0.07%Q2 2013Q1 202118
Magnetar Financial LLC 1010.08%0.64%1.74%Q2 2013Q1 202018
MUFG Americas Holdings Corp 1210.00%0.00%0.01%Q4 2010Q3 202118
HOLLENCREST CAPITAL MANAGEMENT 1440.02%0.16%0.30%Q4 2013Q3 202318
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 920.00%0.06%0.22%Q2 2017Q4 202218
Aldebaran Financial Inc. 1530.06%0.22%0.44%Q4 2013Q3 202318
Avondale Wealth Management 18180.04%0.06%0.12%Q4 2017Q1 202218
LEVIN CAPITAL STRATEGIES, L.P. 820.01%0.06%0.25%Q3 2015Q3 202318
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1020.09%0.15%0.22%Q4 2018Q3 202318
Principal Street Partners, LLC 18180.01%0.09%0.17%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.05%0.09%Q2 2013Q3 201718
RMB Capital Management, LLC 1710.01%0.03%0.08%Q1 2017Q3 202318
WESBANCO BANK INC 840.00%0.01%0.02%Q4 2018Q3 202318
Blackstone Inc. 1510.13%4.48%8.85%Q2 2013Q3 202318
ROCKY MOUNTAIN ADVISERS, LLC 18180.01%0.03%0.10%Q2 2019Q3 202318
ROCKEFELLER FINANCIAL SERVICES INC 1260.00%0.00%0.01%Q2 2013Q4 201718
Cumberland Partners Ltd 18180.43%0.88%1.40%Q2 2019Q3 202318
CWA Asset Management Group, LLC 18180.01%0.21%0.58%Q2 2016Q3 202018
Ellis Investment Partners, LLC 18180.02%0.03%0.04%Q2 2019Q3 202318
FIC CAPITAL INC 18180.14%0.43%0.92%Q2 2013Q3 201718
WASHINGTON TRUST BANK 1010.00%0.01%0.03%Q1 2014Q2 202018
FORTEM FINANCIAL GROUP, LLC 1310.00%0.74%1.95%Q2 2019Q3 202318
Jackson Hole Capital Partners, LLC 18180.10%0.34%0.68%Q2 2019Q3 202318
Verity & Verity, LLC 1260.03%0.06%0.15%Q4 2018Q3 202318
MidWestOne Financial Group, Inc. 18180.02%0.11%0.35%Q2 2019Q3 202318
SRS Capital Advisors, Inc. 1010.00%0.02%0.06%Q4 2018Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.09%0.31%0.48%Q2 2013Q3 201718
YORKVILLE CAPITAL MANAGEMENT, LLC 1354.67%11.73%19.04%Q2 2013Q4 201718
SouthState Corp 990.00%0.02%0.06%Q1 2017Q3 202318
Checchi Capital Advisers, LLC 18180.02%0.04%0.12%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18180.12%0.38%0.69%Q2 2013Q3 201718
Capital Investment Advisory Services, LLC 1010.01%0.03%0.14%Q3 2017Q3 202318
MOODY NATIONAL BANK TRUST DIVISION 1710.00%0.04%0.09%Q3 2014Q3 202318
Joel Isaacson & Co., LLC 1710.01%0.05%0.08%Q4 2012Q4 201818
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 830.02%0.20%0.46%Q1 2014Q4 202018
B. Riley Wealth Management, Inc. 1260.01%0.29%0.56%Q1 2014Q2 202218
UBS AG 660.00%0.10%0.40%Q2 2013Q3 201418
Sound View Wealth Advisors Group, LLC 18180.02%0.04%0.08%Q2 2019Q3 202318
Venture Visionary Partners LLC 16160.02%0.09%0.18%Q4 2019Q3 202318
Taylor Wealth Management Partners 18180.08%0.65%3.20%Q1 2015Q2 201918
MEEDER ASSET MANAGEMENT INC 1160.00%0.12%0.25%Q2 2013Q3 202217
First Heartland Consultants, Inc. 1020.00%0.03%0.07%Q4 2018Q3 202317
HL FINANCIAL SERVICES LLC 1340.00%0.02%0.03%Q2 2013Q1 201917
PROFFITT & GOODSON INC 1160.00%0.01%0.03%Q1 2019Q3 202317
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1410.00%0.01%0.02%Q3 2015Q1 202217
Avidian Wealth Solutions, LLC 17170.03%0.05%0.07%Q3 2019Q3 202317
ROPES WEALTH ADVISORS LLC 1610.00%0.03%0.05%Q2 2017Q3 202317
USCA RIA LLC 1110.01%0.13%0.25%Q3 2014Q2 202117
Kamunting Street Capital Management, L.P. 1610.56%9.57%26.69%Q1 2019Q3 202317
FineMark National Bank & Trust 520.00%0.02%0.06%Q2 2013Q3 202317
Barnett & Company, Inc. 1160.01%0.11%0.32%Q3 2016Q2 202117
NEXPOINT ASSET MANAGEMENT, L.P. 17171.19%2.41%3.69%Q3 2019Q3 202317
TRUSTCORE FINANCIAL SERVICES, LLC 17170.00%0.01%0.02%Q4 2018Q4 202217
Covenant Asset Management, LLC 1250.02%0.08%0.19%Q1 2019Q3 202317
Regent Investment Management LLC 17170.04%0.14%0.34%Q4 2018Q4 202217
Meridian Wealth Management, LLC 1310.04%0.08%0.15%Q1 2017Q3 202317
BDO Wealth Advisors, LLC 17170.00%0.01%0.03%Q2 2019Q2 202317
HENNESSY ADVISORS INC 740.11%1.25%3.27%Q2 2013Q3 202317
BAMCO INC /NY/ 17170.01%0.01%0.02%Q4 2014Q4 201817
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1340.00%0.05%0.11%Q3 2013Q2 201917
HOLDERNESS INVESTMENTS CO 17170.09%0.22%0.40%Q3 2019Q3 202317
NuWave Investment Management, LLC 17170.01%0.24%0.91%Q4 2017Q4 202117
TWIN FOCUS CAPITAL PARTNERS, LLC 1160.03%0.24%0.46%Q2 2013Q2 202117
Modus Advisors, LLC 17170.14%0.20%0.25%Q4 2019Q4 202317
TRUE Private Wealth Advisors 1610.00%0.01%0.02%Q2 2019Q3 202317
Avion Wealth 17170.01%0.13%0.21%Q3 2019Q3 202317
EXENCIAL WEALTH ADVISORS, LLC 17170.02%0.12%0.65%Q3 2019Q3 202317
Penn Mutual Asset Management, LLC 17170.32%1.11%1.93%Q3 2019Q3 202317
TimeScale Financial, Inc. 17170.00%0.00%0.01%Q2 2019Q2 202317
Royal Fund Management, LLC 1320.00%0.03%0.18%Q4 2016Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.09%0.16%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.04%0.08%0.17%Q3 2019Q3 202317
BENJAMIN EDWARDS INC 17170.00%0.03%0.22%Q1 2019Q1 202317
AMP Capital Investors Ltd 1010.00%0.04%0.16%Q2 2013Q3 202117
CIBC WORLD MARKET INC. 14140.00%0.02%0.05%Q2 2020Q3 202317
Tiller Private Wealth, Inc. 1110.12%0.67%2.21%Q4 2018Q3 202317
Selway Asset Management 17170.06%0.48%1.08%Q3 2019Q3 202317
Carmichael Hill & Associates, Inc. 16160.01%0.03%0.08%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.02%0.06%Q3 2018Q2 202216
ISLAY CAPITAL MANAGEMENT, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
AJ WEALTH STRATEGIES, LLC 16160.01%0.02%0.04%Q3 2019Q2 202316
RGT Wealth Advisors, LLC 880.02%0.20%1.12%Q3 2016Q3 202216
Probity Advisors, Inc. 810.02%0.04%0.07%Q1 2019Q3 202316
Cresset Asset Management, LLC 820.00%0.04%0.13%Q4 2018Q3 202316
TOWNSQUARE CAPITAL LLC 1150.01%0.12%0.20%Q4 2018Q3 202316
Kore Private Wealth LLC 16161.42%2.85%5.42%Q4 2018Q3 202216
Meridian Wealth Advisors, LLC 1510.08%0.17%0.21%Q4 2018Q3 202316
PSI Advisors, LLC 16160.62%1.29%1.77%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.06%0.35%0.50%Q4 2019Q3 202316
Stokes & Hubbell Capital Management, LLC 15150.21%0.38%0.89%Q3 2015Q1 201916
Insight Folios Inc 16161.49%2.77%3.96%Q4 2019Q3 202316
Wealth Alliance 16160.04%0.09%0.22%Q4 2019Q3 202316
Americana Partners, LLC 16160.09%0.36%0.79%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
FAYEZ SAROFIM & CO 1510.00%0.00%0.00%Q4 2018Q3 202316
SkyOak Wealth, LLC 16160.03%0.05%0.06%Q4 2019Q3 202316
S.A. Mason LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.08%0.74%2.58%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.07%0.11%0.20%Q4 2019Q3 202316
DCF Advisers, LLC 950.02%1.04%2.95%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.10%0.21%1.01%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.12%0.40%0.84%Q4 2019Q3 202316
Recurrent Investment Advisors LLC 16165.04%6.68%7.60%Q4 2019Q3 202316
Cypress Wealth Advisors LLC 16160.20%1.92%5.58%Q2 2015Q1 201916
Asio Capital, LLC 16160.09%0.17%0.48%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.12%0.34%0.81%Q4 2019Q3 202316
Veracity Capital LLC 16160.08%0.15%0.24%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Asset Dedication, LLC 1220.00%0.00%0.01%Q4 2015Q3 202316
EagleClaw Capital Managment, LLC 16160.08%0.15%0.22%Q4 2015Q3 201916
MATRIX PRIVATE CAPITAL GROUP LLC 16160.19%0.70%1.58%Q4 2019Q3 202316
WFG Advisors, LP 970.00%0.03%0.12%Q2 2013Q2 201716
Samalin Investment Counsel, LLC 16160.25%0.33%0.56%Q4 2019Q3 202316
Arete Wealth Advisors, LLC 910.01%0.03%0.07%Q4 2018Q2 202316
Stonebridge Capital Advisors LLC 1150.00%0.01%0.03%Q2 2019Q3 202316
SMITHBRIDGE ASSET MANAGEMENT INC/DE 1240.03%0.14%0.31%Q4 2018Q3 202316
Brookstone Capital Management 1420.00%0.01%0.04%Q2 2015Q3 202316
THOROUGHBRED FINANCIAL SERVICES, LLC 16160.02%0.04%0.12%Q4 2019Q3 202316
DFPG INVESTMENTS, LLC 1120.04%1.32%2.89%Q2 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.01%0.02%Q3 2019Q3 202316
COLONY GROUP LLC 810.00%0.01%0.01%Q2 2019Q3 202316
Penserra Capital Management LLC 530.00%0.02%0.07%Q4 2015Q3 202316
American Research & Management Co. 16160.28%0.42%0.66%Q4 2018Q3 202216
INGALLS & SNYDER LLC 990.01%0.09%0.13%Q3 2021Q3 202316
Alexandria Capital, LLC 16160.02%0.05%0.10%Q4 2017Q3 202116
Marathon Trading Investment Management LLC 1110.00%0.14%0.49%Q3 2016Q3 202316
SECURIAN ASSET MANAGEMENT, INC 1510.03%0.09%0.12%Q4 2015Q2 202216
Berman Capital Advisors, LLC 16160.01%0.11%0.23%Q4 2017Q3 202116
Claraphi Advisory Network, LLC 1150.08%0.12%0.19%Q4 2017Q3 202216
GLG LLC 750.09%0.47%1.34%Q1 2014Q2 201716
Tranquility Partners, LLC 1140.06%0.17%0.25%Q4 2019Q3 202315
Invst, LLC 15150.01%0.03%0.03%Q1 2020Q3 202315
American Portfolios Advisors 1140.01%0.03%0.07%Q4 2017Q3 202215
OXFORD FINANCIAL GROUP, LTD. LLC 15150.01%0.13%0.33%Q1 2020Q3 202315
True North Advisors, LLC 1230.05%0.34%0.78%Q4 2019Q3 202315
TERRIL BROTHERS, INC. 15150.11%0.76%1.68%Q1 2020Q3 202315
CUMBERLAND ADVISORS INC 710.01%0.04%0.08%Q2 2014Q3 202315
InterOcean Capital, LLC 960.02%0.06%0.09%Q3 2016Q2 202015
WHITTIER TRUST CO OF NEVADA INC 1230.00%0.01%0.01%Q2 2013Q3 201715
SCP Investment, LP 1210.03%0.44%2.36%Q1 2018Q3 202315
KCM INVESTMENT ADVISORS LLC 960.02%0.04%0.06%Q2 2013Q3 202315
GFS Advisors, LLC 1310.02%0.05%0.13%Q1 2016Q3 202315
Adams Asset Advisors, LLC 15151.58%2.14%2.74%Q1 2020Q3 202315
IEQ CAPITAL, LLC 1140.01%0.02%0.07%Q4 2019Q3 202315
BOURGEON CAPITAL MANAGEMENT LLC 960.03%0.43%0.87%Q3 2019Q3 202315
BBR PARTNERS, LLC 710.01%0.05%0.09%Q1 2015Q3 202315
Sterling Investment Advisors, Ltd. 15150.01%0.04%0.11%Q4 2018Q2 202215
MSI Financial Services Inc 15150.01%0.07%0.15%Q2 2013Q4 201615
JOHNSON INVESTMENT COUNSEL INC 1050.00%0.01%0.01%Q1 2014Q2 201915
WASHINGTON TRUST Co 15150.00%0.00%0.01%Q1 2020Q3 202315
Fisher Asset Management, LLC 1110.00%0.00%0.00%Q1 2019Q3 202315
Lindbrook Capital, LLC 870.01%0.11%0.23%Q4 2018Q3 202315
TCI Wealth Advisors, Inc. 1210.00%0.00%0.02%Q1 2016Q1 202315
J.W. COLE ADVISORS, INC. 1410.01%0.04%0.14%Q4 2019Q3 202315
Cetera Investment Advisers 1410.01%0.02%0.03%Q4 2019Q3 202315
NAPLES GLOBAL ADVISORS, LLC 15150.03%0.05%0.09%Q1 2020Q3 202315
ADIRONDACK TRUST CO 1140.00%0.01%0.05%Q4 2018Q2 202315
Ausdal Financial Partners, Inc. 1140.02%0.04%0.06%Q3 2019Q3 202315
Cornerstone Advisory, LLC 15150.03%0.17%0.29%Q1 2020Q3 202315
Marquette Asset Management, LLC 15150.19%0.41%0.78%Q4 2016Q2 202015
Ziegler Capital Management, LLC 15150.01%0.03%0.04%Q1 2020Q3 202315
CENTAURUS FINANCIAL, INC. 1210.01%0.01%0.02%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.04%0.07%Q1 2020Q3 202315
WHALEROCK POINT PARTNERS, LLC 15150.04%0.07%0.09%Q1 2020Q3 202315
Equitable Holdings, Inc. 1410.00%0.01%0.02%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.06%Q2 2016Q4 201915
HHM Wealth Advisors, LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
BLB&B Advisors, LLC 15150.01%0.04%0.05%Q1 2020Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 920.00%0.11%0.58%Q4 2019Q4 202315
WELLINGTON MANAGEMENT GROUP LLP 1050.00%0.00%0.00%Q4 2018Q3 202315
StoneX Group Inc. 960.04%0.11%0.35%Q4 2019Q3 202315
Claybrook Capital, LLC 910.01%0.72%1.78%Q4 2018Q3 202315
UMB Bank, n.a. 870.00%0.02%0.05%Q3 2018Q3 202315
Retirement Group, LLC 1410.00%0.02%0.03%Q4 2019Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.02%0.30%0.58%Q1 2020Q3 202315
LEAVELL INVESTMENT MANAGEMENT, INC. 15150.01%0.02%0.05%Q4 2018Q2 202215
Rehmann Capital Advisory Group 1010.00%0.01%0.03%Q1 2018Q3 202315
SHEPHERD KAPLAN KROCHUK, LLC 15150.90%1.57%3.06%Q1 2020Q3 202315
Platform Technology Partners 1050.29%0.52%1.88%Q4 2019Q3 202315
Abrams Capital Management 15152.45%5.26%8.27%Q1 2020Q3 202315
Surevest, LLC 14140.10%0.20%0.35%Q2 2019Q3 202214
Gryphon Financial Partners LLC 830.01%0.06%0.14%Q4 2017Q3 202014
MACQUARIE GROUP LTD 1040.01%0.03%0.05%Q2 2013Q4 201914
American Financial Advisors, LLC 950.01%0.02%0.03%Q1 2020Q3 202314
Carnegie Capital Asset Management, LLC 950.00%0.02%0.06%Q4 2018Q3 202314
Balentine LLC 510.00%0.03%0.08%Q2 2015Q4 202114
Wealthcare Advisory Partners LLC 620.00%0.04%0.10%Q4 2018Q3 202314
CAPITAL ADVISORS INC/OK 910.00%0.06%0.14%Q4 2018Q3 202314
Summit Financial Wealth Advisors, LLC 1310.03%0.05%0.11%Q1 2020Q3 202314
MONECO Advisors, LLC 14140.04%0.06%0.10%Q2 2020Q3 202314
COWEN INC. 11110.01%0.27%0.89%Q3 2013Q1 201614
ACADIAN ASSET MANAGEMENT LLC 410.00%0.01%0.11%Q4 2018Q3 202314
Integrated Wealth Concepts LLC 14140.00%0.02%0.08%Q2 2020Q3 202314
1834 INVESTMENT ADVISORS CO 14140.00%0.02%0.05%Q4 2017Q1 202114
Aviance Capital Partners, LLC 720.03%0.11%0.18%Q3 2014Q1 202314
Larson Financial Group LLC 770.00%0.01%0.05%Q3 2019Q3 202314
Bienville Capital Management, LLC 14140.02%0.09%0.15%Q2 2020Q3 202314
Dorsey & Whitney Trust CO LLC 1130.03%0.09%0.14%Q2 2013Q2 201914
GAGNON SECURITIES LLC 14140.02%0.07%0.14%Q4 2019Q1 202314
Wealthstreet Investment Advisors, LLC 14140.13%0.21%0.30%Q4 2017Q1 202114
Summit Financial, LLC 830.01%0.05%0.14%Q4 2018Q3 202314
CULLINAN ASSOCIATES INC 14140.01%0.02%0.05%Q2 2020Q3 202314
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.00%0.02%Q1 2014Q4 202114
First City Capital Management, Inc. 1210.03%0.25%0.38%Q2 2013Q3 202014
TCTC Holdings, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
EVOKE WEALTH, LLC 1310.00%0.02%0.25%Q3 2019Q2 202314
WEBSTER BANK, N. A. 950.00%0.01%0.02%Q4 2018Q3 202314
LGL PARTNERS, LLC 14140.01%0.15%0.44%Q1 2019Q2 202214
XR Securities LLC 610.00%0.02%0.09%Q4 2018Q3 202214
Shamrock Asset Management LLC 14140.02%0.03%0.05%Q2 2016Q3 201914
F&V Capital Management, LLC 860.05%0.15%0.24%Q2 2019Q3 202314
Camarda Financial Advisors, LLC 14140.00%0.11%0.29%Q2 2013Q3 201614
AMERICAN NATIONAL BANK 14140.00%0.00%0.00%Q2 2020Q3 202314
Pinnacle Wealth Planning Services, Inc. 14144.49%7.87%10.08%Q2 2020Q3 202314
WealthTrust-Arizona, LLC 1310.00%0.00%0.05%Q1 2014Q4 201814
Voya Financial Advisors, Inc. 1040.00%0.01%0.02%Q4 2018Q3 202314
Virtu KCG Holdings LLC 14140.00%0.02%0.08%Q4 2013Q1 201714
Columbus Hill Capital Management, L.P. 820.06%1.40%3.31%Q3 2013Q4 201714
BURNEY CO/ 630.01%0.01%0.02%Q4 2018Q3 202314
Tradewinds Capital Management, LLC 860.00%0.00%0.01%Q1 2017Q3 202014
Wolff Financial Management LLC 950.04%0.06%0.13%Q1 2020Q3 202314
Formidable Asset Management, LLC 710.02%0.14%0.27%Q1 2016Q3 202313
Global Trust Asset Management, LLC 1120.01%0.05%0.07%Q4 2017Q3 202313
Samson Capital Management, LLC 1032.98%7.35%14.16%Q3 2013Q2 201913
Clal Insurance Enterprises Holdings Ltd 13130.00%0.02%0.06%Q4 2018Q4 202113
Hexagon Capital Partners LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
LUCAS CAPITAL MANAGEMENT 13130.09%1.93%2.52%Q1 2013Q1 201613
CHIRON CAPITAL MANAGEMENT, LLC 13130.44%0.87%1.43%Q3 2020Q3 202313
Schonfeld Strategic Advisors LLC 910.01%0.41%1.34%Q1 2019Q3 202313
TCW GROUP INC 13130.00%0.01%0.02%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.01%0.02%Q1 2020Q3 202313
ADELL HARRIMAN & CARPENTER INC 820.01%0.32%0.87%Q4 2018Q3 202313
MetLife Investment Management, LLC 13130.00%0.29%0.46%Q3 2018Q3 202113
Foster Victor Wealth Advisors, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
180 WEALTH ADVISORS, LLC 13130.05%0.56%0.79%Q3 2020Q3 202313
Cedar Wealth Management, LLC 1210.02%0.12%0.24%Q2 2016Q3 201913
Selective Wealth Management, Inc. 13130.00%0.01%0.02%Q3 2019Q3 202213
MAGNOLIA CAPITAL ADVISORS LLC 540.06%0.16%0.28%Q4 2019Q2 202313
Enterprise Trust & Investment Co 13130.01%0.03%0.05%Q2 2019Q2 202213
Edge Wealth Management LLC 1210.00%0.11%0.30%Q4 2014Q2 202113
Covington Capital Management 540.00%0.04%0.16%Q1 2014Q1 202213
SVB WEALTH LLC 510.01%0.34%1.34%Q4 2014Q3 202313
Van Hulzen Asset Management, LLC 820.02%0.04%0.12%Q1 2019Q3 202313
Arcus Capital Partners, LLC 610.02%0.10%0.20%Q4 2015Q4 202213
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.80%2.05%2.90%Q2 2013Q2 201613
CADENCE CAPITAL MANAGEMENT LLC 13130.65%1.84%3.39%Q3 2017Q3 202013
Fiduciary Trust Co International of Pennsylvania 760.01%0.02%0.04%Q4 2013Q1 202013
Tidal Investments LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.07%0.22%Q3 2020Q3 202313
ASHFORD CAPITAL MANAGEMENT INC 850.03%0.11%0.19%Q4 2018Q3 202313
ATTICUS WEALTH MANAGEMENT, LLC 940.01%0.01%0.02%Q2 2020Q3 202313
Visionary Wealth Advisors 1030.01%0.02%0.04%Q1 2020Q3 202313
Partnervest Advisory Services LLC 850.00%0.07%0.20%Q2 2013Q3 202013
Investors Capital Advisory Services 13130.08%0.26%0.43%Q2 2013Q2 201613
York Capital Management Global Advisors, LLC 520.02%0.61%1.71%Q2 2014Q1 201613
Farmers & Merchants Trust Co of Chambersburg PA 760.00%0.00%0.01%Q4 2018Q1 202313
Signature Wealth Management Partners, LLC 12120.13%0.24%0.35%Q4 2020Q3 202312
Avantax Planning Partners, Inc. 1110.00%0.01%0.02%Q1 2018Q3 202312
BRIDGES INVESTMENT MANAGEMENT INC 810.00%0.02%0.04%Q4 2018Q3 202312
COMMERCE BANK 660.00%0.00%0.01%Q1 2014Q1 202012
THOMPSON DAVIS & CO., INC. 810.00%0.06%0.19%Q4 2013Q3 202312
Fairholme Capital Management 12120.21%0.50%1.15%Q3 2020Q2 202312
M&R CAPITAL MANAGEMENT INC 1020.00%0.01%0.02%Q2 2016Q1 202112
CAMBRIDGE TRUST CO 610.00%0.01%0.02%Q2 2014Q1 202312
MCMILLION CAPITAL MANAGEMENT INC 1110.01%0.05%0.06%Q2 2019Q2 202212
CATAWBA CAPITAL MANAGEMENT /VA 12120.04%0.14%0.20%Q2 2013Q1 201612
TIAA CREF TRUST CO FSB/MO 840.00%0.01%0.01%Q1 2014Q1 201712
AGF INVESTMENTS INC. 530.00%0.01%0.02%Q2 2015Q3 202212
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12121.94%6.87%12.10%Q4 2020Q3 202312
REGENTATLANTIC CAPITAL LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
WOLVERINE ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2013Q3 201412
LONESTAR CAPITAL MANAGEMENT LLC 11111.25%3.60%7.62%Q1 2021Q3 202312
Marshall Wace North America L.P. 610.01%0.12%0.22%Q1 2018Q3 202112
Ballentine Partners, LLC 1110.03%0.13%0.19%Q2 2017Q4 202112
Arrow Investment Advisors, LLC 12120.12%0.18%0.27%Q4 2020Q3 202312
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.03%0.12%Q4 2014Q3 202212
Brown Advisory Securities, LLC 610.02%0.13%0.52%Q1 2015Q2 202212
Miller Investment Management, LP 12120.12%0.35%0.66%Q1 2015Q4 201712
Ensign Peak Advisors, Inc 910.00%0.01%0.02%Q4 2019Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 1020.00%0.00%0.01%Q4 2019Q3 202312
HRT FINANCIAL LP 510.01%0.10%0.59%Q3 2016Q2 202312
State of New Jersey Common Pension Fund D 12120.04%0.07%0.12%Q4 2018Q3 202112
ArrowMark Colorado Holdings LLC 1110.00%0.38%1.70%Q2 2013Q3 201612
Simplicity Solutions, LLC 930.00%0.02%0.08%Q4 2018Q3 202312
Vestcor Inc 12120.02%0.04%0.10%Q4 2019Q3 202212
Bartlett & Co. LLC 750.00%0.00%0.00%Q3 2018Q3 202112
Mariner Wealth Advisors-Cincinnati, LLC 12120.02%0.04%0.07%Q4 2015Q3 201812
Lenox Wealth Advisors, LLC 1110.00%0.01%0.12%Q4 2013Q1 202212
Virtus ETF Advisers LLC 720.40%3.48%8.50%Q1 2016Q2 202312
Green Owl Capital Management, LLC 440.01%1.72%7.26%Q1 2015Q4 201512
Long Focus Capital Management, LLC 881.32%4.29%12.88%Q4 2021Q3 202312
MARK SHEPTOFF FINANCIAL PLANNING, LLC 810.00%0.04%0.19%Q4 2018Q3 202312
Merit Financial Group, LLC 11110.00%0.01%0.02%Q1 2021Q3 202312
Valentine Capital Asset Management, Inc. 910.07%0.31%1.44%Q4 2011Q4 201512
Summit Financial Strategies, Inc. 12120.13%0.19%0.23%Q4 2020Q3 202312
Morris Capital Advisors, LLC 12120.09%0.17%0.25%Q4 2018Q3 202112
Fortis Advisors, LLC 12120.08%0.14%0.26%Q1 2017Q4 201912
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
CreativeOne Wealth, LLC 12120.02%0.05%0.10%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.03%0.18%0.46%Q2 2020Q3 202312
Magnus Financial Group LLC 930.01%0.03%0.04%Q4 2018Q3 202312
Advisor OS, LLC 12120.07%0.10%0.14%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.12%0.19%0.27%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 620.00%0.02%0.04%Q2 2019Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.10%0.18%0.24%Q4 2020Q3 202312
CERTUITY, LLC 12120.03%0.15%0.39%Q4 2019Q3 202212
Perennial Investment Advisors, LLC 12120.03%0.05%0.08%Q4 2020Q3 202312
MADISON WEALTH MANAGEMENT 710.00%0.17%0.38%Q2 2020Q3 202312
Future Financial Wealth Managment LLC 12120.09%0.18%0.25%Q4 2020Q3 202312
HARRELL INVESTMENT PARTNERS, LLC 910.16%0.24%0.38%Q4 2019Q3 202312
Annandale Capital, LLC 12120.18%2.53%3.75%Q4 2020Q3 202312
Founders Financial Alliance, LLC 1020.01%0.08%0.13%Q3 2020Q3 202312
Hemington Wealth Management 12120.04%0.06%0.09%Q4 2020Q3 202312
Oak Harvest Investment Services 12120.08%0.11%0.14%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.01%0.03%0.10%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.11%0.14%0.19%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Clarus Group, Inc. 12120.24%0.60%1.59%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.21%0.64%1.44%Q4 2020Q3 202312
OUTFITTER FINANCIAL LLC 12120.82%1.25%1.82%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12123.54%4.56%6.00%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Philosophy Capital Management LLC 881.03%2.56%3.75%Q4 2021Q3 202312
CAPITAL GUARDIAN TRUST CO 12120.00%0.00%0.00%Q2 2014Q1 201712
COWEN AND COMPANY, LLC 11110.00%1.10%2.13%Q1 2021Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
GILL CAPITAL PARTNERS, LLC 12120.06%0.16%0.27%Q2 2020Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.06%Q4 2018Q3 202112
WHITENER CAPITAL MANAGEMENT, INC. 620.00%0.06%0.12%Q4 2018Q3 202312
WESTPORT RESOURCES MANAGEMENT INC 10100.00%0.07%0.12%Q2 2013Q3 201512
PANAGORA ASSET MANAGEMENT INC 1110.00%0.00%0.00%Q4 2013Q2 202112
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1020.00%0.03%0.07%Q4 2013Q1 201912
CHEMICAL BANK 930.03%0.05%0.07%Q2 2013Q2 201912
KELLY LAWRENCE W & ASSOCIATES INC/CA 840.01%0.01%0.02%Q4 2018Q3 202312
DUBUQUE BANK & TRUST CO 12120.01%0.02%0.04%Q4 2020Q3 202312
DRIEHAUS CAPITAL MANAGEMENT LLC 910.01%0.17%0.30%Q2 2013Q1 202012
TORONTO DOMINION BANK 840.00%0.01%0.07%Q3 2014Q1 202312
Caprock Group, LLC 410.02%0.07%0.24%Q2 2015Q4 202011
Concord Wealth Partners 740.01%0.02%0.04%Q4 2020Q3 202311
SkyView Investment Advisors, LLC 11110.12%0.16%0.28%Q4 2020Q2 202311
Verdence Capital Advisors LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
MATHER GROUP, LLC. 650.01%0.03%0.07%Q2 2014Q3 202311
Segment Wealth Management, LLC 1010.01%0.42%0.64%Q2 2013Q2 202111
Ameritas Investment Company, LLC 920.01%0.04%0.28%Q4 2018Q3 202111
GUARDIAN CAPITAL LP 11110.01%0.11%0.17%Q2 2016Q4 201811
Arkadios Wealth Advisors 740.00%0.03%0.06%Q4 2020Q3 202311
Gibraltar Capital Management, Inc. 11110.19%0.33%0.46%Q1 2021Q3 202311
RATIONAL ADVISORS LLC 810.00%0.04%0.38%Q4 2014Q3 202311
American National Registered Investment Advisor, Inc. 11110.04%0.06%0.11%Q3 2019Q1 202211
Oliver Luxxe Assets LLC 11110.03%0.12%0.29%Q3 2020Q1 202311
ARS Wealth Advisors, LLC 11110.04%0.08%0.12%Q4 2018Q2 202111
Pekin Hardy Strauss, Inc. 770.01%0.34%0.86%Q1 2022Q3 202311
BRIGHTON JONES LLC 410.00%0.01%0.02%Q4 2019Q3 202311
RPG Investment Advisory, LLC 650.00%0.00%0.00%Q2 2017Q3 202111
Johnson Financial Group, LLC 610.02%0.13%0.25%Q4 2016Q4 202011
TD ASSET MANAGEMENT INC 650.00%0.00%0.00%Q1 2014Q1 202011
Ranger International Management, LP 620.02%0.61%2.11%Q2 2013Q1 201711
Beacon Pointe Advisors, LLC 1010.01%0.06%0.10%Q4 2020Q3 202311
NORTH AMERICAN MANAGEMENT CORP 11110.02%0.09%0.15%Q2 2013Q4 201511
PEAPACK GLADSTONE FINANCIAL CORP 11110.00%0.00%0.01%Q1 2021Q3 202311
Lehman Financial Resources, Inc. 11110.04%0.07%0.11%Q1 2013Q3 201511
Axiom Investment Management LLC 830.04%0.23%1.08%Q4 2018Q4 202211
SENTINEL TRUST CO LBA 650.02%0.09%0.20%Q2 2015Q1 201811
Hoese & Co LLP 11110.01%0.01%0.01%Q2 2021Q4 202311
Jaffetilchin Investment Partners, LLC 610.01%0.03%0.11%Q3 2016Q3 202311
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 910.04%0.81%1.83%Q1 2015Q3 202011
PAYDEN & RYGEL 510.01%0.60%1.62%Q2 2013Q2 202311
Sequoia Financial Advisors, LLC 410.01%0.22%0.69%Q4 2013Q3 202311
SG3 Management, LLC 880.00%0.03%0.06%Q1 2020Q4 202111
Nokomis Capital, L.L.C. 830.17%0.55%0.82%Q3 2020Q3 202311
1ST SOURCE BANK 920.01%0.03%0.17%Q1 2015Q3 202311
Private Capital Advisors, Inc. 830.14%1.16%2.10%Q4 2018Q3 202311
Winfield Associates, Inc. 11110.06%0.10%0.18%Q3 2019Q1 202211
RUSSELL FRANK CO/ 11110.00%0.01%0.02%Q2 2013Q4 201511
Port Capital LLC 11110.01%0.44%1.30%Q4 2017Q2 202011
Hardman Johnston Global Advisors LLC 11110.00%0.02%0.03%Q4 2018Q2 202111
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.02%Q2 2013Q4 201511
Vident Investment Advisory, LLC 11110.44%0.56%0.71%Q1 2020Q3 202211
Wealthspire Advisors, LLC 910.01%0.03%0.06%Q1 2020Q3 202311
GENERAL AMERICAN INVESTORS CO INC 11110.85%1.22%1.71%Q1 2021Q3 202311
Quaker Capital Investments, LLC 11110.12%0.17%0.22%Q1 2021Q3 202311
Risk Paradigm Group, LLC 11110.02%0.04%0.09%Q3 2015Q1 201811
TECTONIC ADVISORS LLC 1010.02%0.10%0.42%Q4 2020Q3 202311
Clear Creek Financial Management, LLC 1010.02%0.05%0.07%Q4 2020Q3 202311
Spire Wealth Management 11110.02%0.03%0.05%Q1 2021Q3 202311
Squar Milner Financial Services LLC 11110.03%0.25%0.45%Q4 2017Q2 202011
RBF Capital, LLC 830.02%0.59%0.93%Q4 2015Q3 202311
Signature Financial Management, Inc. 11110.10%0.26%0.42%Q2 2016Q4 201811
COMMERZBANK AKTIENGESELLSCHAFT /FI 410.00%0.10%0.31%Q2 2013Q3 201911
Main Street Financial Solutions, LLC 11110.05%0.11%0.16%Q1 2021Q3 202311
TOMPKINS FINANCIAL CORP 830.00%0.01%0.01%Q4 2018Q4 202311
BOSTON ADVISORS LLC 11110.02%0.05%0.06%Q2 2013Q4 201511
YorkBridge Wealth Partners, LLC 11110.02%0.02%0.03%Q4 2016Q2 201911
Private Capital Group, LLC 11110.00%0.01%0.02%Q4 2017Q2 202011
Accredited Investors Inc. 11110.02%0.03%0.04%Q4 2018Q2 202111
Disciplined Investments, LLC 11110.04%0.14%0.51%Q1 2021Q3 202311
Hilltop Holdings Inc. 810.01%0.05%0.16%Q1 2015Q3 202311
Trust CO of the Ozarks 10100.07%0.11%0.14%Q2 2013Q3 201510
Progeny 3, Inc. 910.18%0.67%1.74%Q3 2019Q3 202310
BRR OpCo, LLC 10100.02%0.02%0.02%Q2 2020Q3 202210
Sterneck Capital Management, LLC 10100.05%0.09%0.11%Q4 2020Q1 202310
Raging Capital Management, LLC 880.96%7.08%18.01%Q2 2019Q1 202110
Trek Financial, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.07%0.20%0.33%Q2 2010Q3 202310
Lake Point Wealth Management 520.00%0.05%0.10%Q4 2018Q2 202210
Bison Wealth, LLC 710.06%0.16%0.86%Q2 2015Q3 202310
West Family Investments, Inc. 10100.40%1.06%1.64%Q4 2018Q1 202110
LexAurum Advisors, LLC 10100.18%0.34%0.40%Q2 2021Q3 202310
Front Row Advisors LLC 10100.00%0.01%0.01%Q3 2018Q4 202010
Wagner Wealth Management, LLC 640.01%0.17%0.36%Q1 2021Q3 202310
Graves Light Lenhart Wealth, Inc. 730.00%0.01%0.04%Q4 2018Q2 202210
CAROLINAS WEALTH CONSULTING LLC 730.00%0.01%0.04%Q2 2020Q3 202310
TIEDEMANN TRUST CO 10100.87%1.42%2.60%Q2 2013Q3 201510
MADDEN SECURITIES Corp 10100.04%0.06%0.08%Q4 2020Q1 202310
U.S. Capital Wealth Advisors, LLC 990.02%0.30%0.55%Q3 2021Q3 202310
Sawyer & Company, Inc 910.01%0.01%0.01%Q4 2018Q3 202310
Intrua Financial, LLC 910.04%0.09%0.18%Q2 2020Q1 202310
BERKLEY W R CORP 910.12%2.53%4.36%Q4 2019Q3 202310
Hirtle Callaghan & Co LLC 320.02%0.03%0.06%Q3 2013Q2 201710
DAVENPORT & Co LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
MARSHALL WACE, LLP 410.00%0.04%0.11%Q4 2015Q3 202110
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.01%0.01%0.01%Q2 2021Q3 202310
HBW ADVISORY SERVICES LLC 510.02%0.04%0.06%Q4 2020Q3 202310
KELLEHER FINANCIAL ADVISORS 10100.36%0.54%0.71%Q2 2021Q3 202310
Detwiler Fenton Investment Management LLC 820.30%0.70%1.80%Q4 2009Q2 201510
Round Table Services, LLC 520.02%0.05%0.08%Q2 2017Q3 202210
RONALD BLUE & CO LLC 910.00%0.06%0.10%Q2 2013Q4 201510
KEELEY ASSET MANAGEMENT CORP 10100.01%0.02%0.03%Q2 2013Q3 201510
ALPINE WOODS CAPITAL INVESTORS, LLC 820.01%0.12%0.20%Q1 2021Q3 202310
Penbrook Management LLC 10100.10%0.18%0.24%Q2 2021Q3 202310
Loudon Investment Management, LLC 10100.34%0.40%0.47%Q3 2017Q4 201910
Mascoma Wealth Management LLC 910.00%0.00%0.00%Q1 2021Q3 202310
GABLES CAPITAL MANAGEMENT INC. 10100.00%0.00%0.01%Q4 2018Q1 202110
American Assets Investment Management, LLC 640.14%0.41%0.95%Q4 2018Q3 202310
G&S Capital LLC 10100.05%0.07%0.08%Q4 2017Q1 202010
Taconic Capital Advisors LP 990.02%0.13%0.52%Q3 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Simmons Bank 10100.02%0.03%0.04%Q1 2017Q2 201910
Delos Wealth Advisors, LLC 10100.08%0.23%0.41%Q2 2021Q3 202310
Manchester Capital Management LLC 910.00%0.02%0.04%Q3 2014Q1 201810
Morningstar Investment Management LLC 10100.51%1.04%1.55%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.08%0.13%Q1 2021Q3 202310
Bridgewater Advisors Inc. 10100.09%0.13%0.15%Q2 2021Q3 202310
JFS WEALTH ADVISORS, LLC 910.00%0.00%0.00%Q1 2020Q3 202310
TEACHER RETIREMENT SYSTEM OF TEXAS 10100.01%0.06%0.29%Q3 2019Q4 202110
VNBTrust, National Association 910.08%0.22%0.34%Q2 2013Q4 201510
Point72 Asset Management, L.P. 510.01%0.14%0.55%Q4 2015Q4 201910
Centered Wealth LLC dba Miller Equity Capital Advisors 10100.20%0.29%0.40%Q2 2021Q3 202310
Archford Capital Strategies, LLC 10100.03%0.10%0.14%Q2 2021Q3 202310
PUTNAM INVESTMENTS LLC 550.01%0.07%0.20%Q2 2013Q3 202010
AMUNDI ASSET MANAGEMENT US, INC. 10100.01%0.02%0.05%Q4 2018Q1 202110
Integrated Advisors Network LLC 730.01%0.02%0.08%Q4 2019Q3 202310
Paloma Partners Management Co 10100.01%0.02%0.13%Q3 2020Q4 202210
Trust Asset Management LLC 10100.10%0.30%0.81%Q4 2018Q1 202110
FIRST FINANCIAL CORP /IN/ 910.05%0.09%0.13%Q4 2018Q3 202110
Amundi 10100.02%0.04%0.07%Q2 2021Q3 202310
Proficio Capital Partners LLC 520.02%0.07%0.15%Q4 2015Q1 202310
Herold Advisors, Inc. 990.04%0.06%0.08%Q3 2021Q3 20239
Capstone Financial Advisors, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Ascension Capital Advisors, Inc. 630.05%0.11%0.14%Q1 2020Q2 20239
Acropolis Investment Management, LLC 810.02%0.34%0.47%Q2 2013Q1 20199
LSP Investment Advisors, LLC 995.68%11.04%16.51%Q4 2017Q4 20199
IBEX WEALTH ADVISORS 510.00%0.26%0.55%Q4 2016Q3 20219
Johnson Midwest Financial, LLC 810.00%0.17%0.62%Q4 2020Q3 20239
Professional Financial Advisors, LLC 990.02%0.03%0.04%Q3 2020Q3 20229
CMT Capital Markets Trading GmbH 310.05%0.06%0.09%Q4 2019Q3 20229
First Capital Advisors Group, LLC. 710.05%0.33%0.58%Q1 2018Q2 20239
B. Riley Financial, Inc. 810.06%0.13%0.23%Q4 2015Q3 20209
Sepio Capital, LP 990.02%0.03%0.08%Q3 2021Q3 20239
Overbrook Management Corp 630.80%4.53%7.48%Q2 2013Q1 20209
GLG Partners LP 710.01%0.32%0.72%Q1 2014Q4 20169
DENVER INVESTMENT ADVISORS LLC 990.00%0.01%0.01%Q1 2016Q1 20189
LMCG INVESTMENTS, LLC 990.01%0.01%0.01%Q3 2013Q3 20159
JRM Investment Counsel, LLC 991.72%4.26%7.29%Q4 2014Q4 20169
Leisure Capital Management 540.06%0.10%0.14%Q2 2021Q3 20239
Stephens Group, LLC 999.84%24.80%35.36%Q4 2021Q4 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.01%0.03%0.10%Q4 2018Q3 20229
ARS Wealth Advisors Group, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
McElhenny Sheffield Capital Management, LLC 990.03%0.06%0.08%Q3 2021Q3 20239
Argentus Capital Management, LLC 990.06%0.11%0.17%Q2 2014Q2 20169
Hillsdale Investment Management Inc. 410.00%0.01%0.08%Q1 2015Q1 20239
Realta Investment Advisors 540.01%0.08%0.21%Q1 2019Q3 20239
Lowe Wealth Advisors, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Financial Partners Group, Inc 990.03%0.04%0.06%Q3 2021Q3 20239
MYCIO WEALTH PARTNERS, LLC 540.00%0.02%0.03%Q4 2015Q4 20199
Key Colony Management, LLC 810.99%2.99%4.57%Q4 2019Q3 20239
Aperio Group, LLC 810.00%0.00%0.00%Q2 2018Q4 20209
Independent Wealth Network Inc. 990.29%0.41%0.54%Q3 2021Q3 20239
TRH Financial, LLC 990.03%0.04%0.06%Q2 2020Q2 20229
Perigon Wealth Management, LLC 410.00%0.02%0.02%Q3 2017Q3 20239
ANGELO GORDON & CO., L.P. 990.30%3.44%6.17%Q2 2018Q2 20209
Southland Equity Partners LLC 990.11%0.18%0.23%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 990.00%0.01%0.03%Q4 2013Q4 20159
CHILTON CAPITAL MANAGEMENT LLC 410.00%0.01%0.01%Q1 2021Q3 20239
PRUDENTIAL PLC 810.00%0.00%0.01%Q1 2015Q4 20189
Global Endowment Management, LP 540.18%0.33%0.49%Q2 2013Q4 20159
Indiana Trust & Investment Management CO 990.04%0.07%0.09%Q3 2021Q3 20239
HB Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20239
FAS Wealth Partners, Inc. 810.01%0.03%0.04%Q1 2020Q3 20239
Opus Capital Group, LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Lyons Wealth Management, LLC. 990.25%0.39%0.50%Q2 2013Q2 20159
ARQ WEALTH ADVISORS, LLC 990.09%0.12%0.14%Q1 2021Q1 20239
Capital Market Strategies LLC 990.12%0.24%0.43%Q4 2021Q4 20239
Salvus Wealth Management, LLC 990.09%0.15%0.20%Q3 2021Q3 20239
Total Clarity Wealth Management, Inc. 410.01%0.04%0.12%Q4 2019Q3 20239
Clearstead Advisors, LLC 510.00%0.02%0.06%Q3 2018Q3 20239
COMERICA SECURITIES,INC. 990.01%0.02%0.06%Q1 2019Q1 20219
MOODY LYNN & LIEBERSON, LLC 990.39%0.50%0.60%Q2 2013Q2 20159
Beaumont Financial Partners, LLC 630.02%0.27%0.58%Q2 2013Q1 20169
O'Dell Group, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
ROOSEVELT INVESTMENT GROUP LLC 990.02%0.09%0.13%Q3 2020Q3 20229
Barton Investment Management 990.04%0.29%0.49%Q4 2013Q4 20159
Global Wealth Management Investment Advisory, Inc. 990.00%0.01%0.02%Q4 2018Q4 20209
Pennant Investors, LP 990.20%5.00%9.42%Q3 2018Q3 20209
Marcum Wealth, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Quad-Cities Investment Group, LLC 530.06%0.21%0.38%Q4 2018Q4 20208
Financial Gravity Asset Management, Inc. 310.00%0.01%0.01%Q1 2018Q1 20238
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 880.31%0.56%0.72%Q4 2018Q3 20208
LAKE STREET FINANCIAL LLC 880.19%0.49%0.70%Q4 2021Q3 20238
Centric Wealth Management 880.34%1.98%4.84%Q4 2020Q3 20228
Baldrige Asset Management LLC 880.03%0.04%0.05%Q2 2021Q1 20238
Ledyard National Bank 530.02%0.04%0.06%Q2 2013Q1 20228
OLD SECOND NATIONAL BANK OF AURORA 880.00%0.01%0.01%Q4 2018Q3 20208
JAMISON EATON & WOOD INC /NJ 880.24%0.36%0.54%Q2 2013Q1 20158
FIDUCIARY ASSET MANAGEMENT LLC 880.39%0.53%0.62%Q2 2013Q1 20158
Summit Asset Management, LLC 880.16%0.26%0.36%Q4 2013Q3 20158
DREMAN VALUE MANAGEMENT, L L C 880.00%0.17%0.36%Q2 2016Q1 20188
Wellington Shields Capital Management, LLC 710.15%0.36%1.55%Q2 2013Q3 20238
MARK ASSET MANAGEMENT LP 880.07%0.13%0.15%Q3 2013Q2 20158
Swift Run Capital 880.52%1.14%3.09%Q4 2013Q3 20158
COMMONWEALTH BANK OF AUSTRALIA 620.00%0.01%0.01%Q2 2013Q1 20198
&PARTNERS 880.07%1.56%2.50%Q4 2018Q3 20208
SRB CORP 880.30%0.68%1.01%Q4 2018Q3 20208
TPG Group Holdings (SBS) Advisors, Inc. 880.16%0.61%1.14%Q1 2018Q4 20198
MONTAG A & ASSOCIATES INC 530.00%0.01%0.02%Q4 2018Q2 20218
Sippican Capital Advisors 880.21%0.42%0.77%Q3 2018Q2 20208
HC FINANCIAL ADVISORS INC 880.01%0.01%0.02%Q1 2020Q4 20218
First Trust Capital Management L.P. 880.01%0.01%0.02%Q4 2021Q3 20238
AMERICAN CENTURY COMPANIES INC 510.00%0.00%0.00%Q1 2015Q3 20228
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.03%0.37%0.49%Q4 2021Q3 20238
BANCORPSOUTH INC 880.02%0.03%0.04%Q4 2015Q3 20178
PRIVATE CAPITAL MANAGEMENT INC 880.31%0.38%0.51%Q4 2015Q3 20178
CLINTON GROUP INC 410.04%0.32%1.30%Q4 2013Q4 20178
PITCAIRN CO 530.02%0.05%0.16%Q4 2018Q4 20208
Uniplan Investment Counsel, Inc. 880.03%0.16%0.43%Q4 2018Q3 20208
Morton Capital Management LLC/CA 880.10%0.16%0.21%Q4 2021Q3 20238
WFA Asset Management Corp 880.01%0.03%0.04%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.23%0.35%0.56%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.20%0.42%0.57%Q4 2021Q3 20238
IMC-Chicago, LLC 210.00%0.00%0.00%Q2 2019Q1 20238
FirstPurpose Wealth LLC 880.13%0.18%0.31%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.09%0.12%0.14%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.95%1.24%1.56%Q4 2021Q3 20238
Man Group plc 880.00%0.01%0.02%Q2 2018Q1 20208
GFG Capital, LLC 880.14%0.23%0.34%Q4 2021Q3 20238
Atria Investments, Inc 510.01%0.02%0.03%Q1 2019Q3 20238
Covestor Ltd 880.00%0.03%0.15%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%2.93%5.54%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.14%0.17%0.22%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.05%0.09%0.12%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
BP CAPITAL FUND ADVISORS, LLC 710.75%6.63%10.89%Q4 2015Q4 20198
Regal Wealth Group, Inc. 880.00%0.00%0.00%Q4 2018Q3 20208
BigSur Wealth Management LLC 880.16%0.22%0.28%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.16%0.29%0.41%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.03%0.03%Q4 2021Q3 20238
Oak Grove Capital LLC 880.02%0.19%0.61%Q4 2019Q3 20218
Consilium Wealth Advisory, LLC 880.09%0.15%0.20%Q4 2021Q3 20238
Snowden Capital Advisors LLC 610.00%0.02%0.04%Q4 2019Q3 20238
Ameritas Advisory Services, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.09%0.10%0.12%Q4 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.14%0.35%0.66%Q4 2021Q3 20238
Soroban Capital Partners LP 710.15%0.42%0.80%Q3 2016Q4 20188
Activest Wealth Management 880.01%0.01%0.02%Q4 2021Q3 20238
Rafferty Asset Management, LLC 310.02%0.08%0.15%Q4 2014Q2 20208
Chiron Investment Management, LLC 710.03%1.25%3.15%Q3 2021Q3 20238
C2C Wealth Management, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
FourThought Financial, LLC 880.04%0.07%0.10%Q4 2020Q3 20228
NewEdge Wealth, LLC 880.01%0.03%0.13%Q4 2021Q3 20238
Granby Capital Management, LLC 620.76%2.74%4.35%Q2 2021Q3 20238
Connectus Wealth, LLC 880.05%0.08%0.10%Q4 2021Q3 20238
Patient Capital Management, LLC 881.65%3.56%4.62%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.13%0.16%0.18%Q4 2021Q3 20238
Fractal Investments LLC 8810.02%13.22%16.38%Q4 2021Q3 20238
People's United Financial, Inc. 610.01%0.01%0.01%Q4 2014Q1 20228
MSD Partners, L.P. 710.50%1.17%1.85%Q3 2013Q2 20168
Ahrens Investment Partners LLC 610.01%0.07%0.12%Q4 2018Q1 20238
Donoghue Forlines LLC 880.12%0.23%0.29%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
TIAA, FSB 410.00%0.00%0.00%Q2 2017Q2 20238
SHEETS SMITH WEALTH MANAGEMENT 530.02%0.07%0.09%Q1 2014Q4 20198
State of Wyoming 530.03%0.07%0.13%Q2 2021Q3 20238
Advisor Resource Council 880.03%0.92%1.69%Q2 2021Q1 20238
Bellwether Advisors, LLC 880.01%0.08%0.53%Q4 2020Q3 20228
Walkner Condon Financial Advisors LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Atlas Private Wealth Advisors 620.01%0.03%0.05%Q2 2020Q3 20238
Strategic Wealth Partners, Ltd. 880.06%0.17%0.40%Q4 2017Q3 20198
Cutler Capital Management, LLC 880.88%1.89%2.73%Q4 2021Q3 20238
Amitell Capital Pte Ltd 442.56%3.66%5.53%Q2 2021Q3 20238
MHI Funds, LLC 880.16%0.27%0.40%Q4 2017Q3 20198
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
Northern Right Capital Management, L.P. 610.40%1.60%3.73%Q4 2019Q3 20238
CAPITAL ONE FINANCIAL CORP 880.02%0.03%0.08%Q1 2020Q4 20218
Bedel Financial Consulting, Inc. 620.00%0.01%0.01%Q1 2019Q3 20218
BIGLARI CAPITAL CORP. 880.08%0.11%0.16%Q4 2019Q3 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.12%Q4 2021Q3 20238
Acorn Advisory Capital L.P. 881.91%14.43%40.98%Q4 2017Q3 20198
Secure Asset Management, LLC 710.07%0.34%0.57%Q2 2020Q3 20238
XML Financial, LLC 530.04%0.06%0.07%Q3 2021Q3 20238
Newport Wealth Strategies, Inc. 620.07%0.18%0.25%Q2 2018Q2 20208
EP Wealth Advisors, LLC 710.00%0.01%0.02%Q4 2019Q3 20238
Firestone Capital Management 880.03%0.05%0.10%Q4 2019Q3 20218
Certified Advisory Corp 710.00%0.02%0.03%Q4 2018Q1 20218
Ranch Capital Advisors Inc. 880.00%0.02%0.06%Q4 2019Q3 20218
Charles Schwab Trust Co 880.02%0.03%0.07%Q3 2019Q2 20218
EDMP, INC. 430.08%0.14%0.20%Q4 2018Q1 20217
Li Winifred I 770.19%0.29%0.40%Q2 2013Q4 20147
Norman Fields, Gottscho Capital Management, LLC 770.09%0.13%0.16%Q3 2016Q1 20187
LS Investment Advisors, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Amplius Wealth Advisors, LLC 610.01%0.03%0.03%Q4 2021Q3 20237
U S GLOBAL INVESTORS INC 770.01%0.32%1.70%Q2 2014Q4 20157
ARES MANAGEMENT LLC 520.01%0.02%0.03%Q4 2018Q3 20207
JET CAPITAL INVESTORS L P 310.10%1.46%3.47%Q2 2013Q2 20227
INTERACTIVE FINANCIAL ADVISORS, INC. 610.01%0.01%0.03%Q2 2020Q1 20227
DekaBank Deutsche Girozentrale 610.00%0.00%0.00%Q4 2018Q3 20227
Finer Wealth Management, Inc. 770.34%0.54%1.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.05%0.08%0.09%Q1 2022Q3 20237
Vantage Investment Advisors, LLC 770.01%0.02%0.03%Q4 2013Q2 20157
Passport Capital, LLC 660.00%0.07%0.14%Q2 2014Q3 20157
RPg Family Wealth Advisory, LLC 610.02%0.04%0.07%Q4 2015Q3 20197
Koshinski Asset Management, Inc. 430.01%0.01%0.03%Q1 2020Q1 20227
Legacy Financial Advisors, Inc. 770.06%0.08%0.09%Q1 2021Q3 20227
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.01%0.03%Q4 2021Q3 20237
SNS Financial Group, LLC 410.03%0.11%0.25%Q1 2013Q4 20197
Mengis Capital Management, Inc. 520.05%0.11%0.20%Q1 2015Q4 20197
Belmont Global Advisors, Inc. 770.39%3.18%5.14%Q4 2013Q2 20157
Kavar Capital Partners, LLC 770.03%0.14%0.26%Q1 2019Q3 20207
Integrated Wealth Management 770.03%0.07%0.12%Q1 2015Q3 20167
Byrne Asset Management LLC 770.01%0.02%0.02%Q4 2021Q2 20237
Town & Country Bank & Trust CO dba First Bankers Trust CO 770.03%0.07%0.11%Q4 2018Q2 20207
HFG Advisors, Inc. 770.32%0.59%0.82%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 610.05%0.10%0.18%Q4 2020Q3 20237
Roble, Belko & Company, Inc 770.00%0.00%0.01%Q1 2015Q3 20167
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 520.00%0.02%0.04%Q1 2020Q4 20227
MISSION WEALTH MANAGEMENT, LP 320.01%0.02%0.06%Q2 2016Q3 20237
MASON STREET ADVISORS, LLC 770.04%0.12%0.25%Q2 2013Q4 20147
Whitnell & Co. 770.07%0.08%0.10%Q2 2018Q4 20197
Teton Capital Partners 771.11%2.21%3.08%Q2 2021Q4 20227
Independence Trust CO 770.38%0.76%1.13%Q2 2013Q4 20147
S. R. Schill & Associates 770.05%0.13%0.22%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 770.01%0.02%0.02%Q4 2021Q2 20237
NTV ASSET MANAGEMENT LLC 430.05%0.08%0.11%Q4 2014Q1 20187
Regal Investment Advisors LLC 610.00%0.02%0.03%Q2 2013Q1 20157
Exchange Capital Management, Inc. 770.00%0.00%0.00%Q2 2013Q4 20147
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.03%0.04%0.04%Q1 2022Q3 20237
Venturi Wealth Management, LLC 430.00%0.02%0.04%Q4 2018Q3 20237
BLACKROCK ADVISORS LLC 770.00%0.00%0.01%Q2 2015Q4 20167
Nokota Management, LP 610.32%15.47%100.00%Q3 2018Q4 20207
Morling Financial Advisors, LLC 770.34%0.54%0.79%Q1 2022Q3 20237
Mattern Wealth Management LLC 770.08%0.10%0.12%Q1 2022Q3 20237
Shepherd Financial Partners LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Liberty Mutual Group Asset Management Inc. 430.06%0.12%0.23%Q1 2015Q1 20177
Modera Wealth Management, LLC 410.00%0.06%0.10%Q3 2014Q3 20237
Baystate Wealth Management LLC 610.01%0.02%0.02%Q2 2013Q1 20207
Energy Opportunities Capital Management, LLC 772.24%3.28%4.11%Q1 2020Q3 20217
LIBERTY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Kercheville Advisors, LLC 770.18%0.72%1.18%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
MERIDIAN INVESTMENT COUNSEL INC. 770.06%0.14%0.19%Q4 2018Q2 20207
CM Management, LLC 520.71%1.17%1.86%Q4 2020Q3 20227
Foundations Investment Advisors, LLC 520.01%0.03%0.04%Q4 2018Q3 20237
Wellington Shields & Co., LLC 610.03%0.14%0.24%Q2 2013Q3 20237
SHAPIRO ROBERT N 770.06%0.08%0.10%Q2 2013Q4 20147
GoldenTree Asset Management 610.05%0.43%0.66%Q3 2018Q3 20237
MGO ONE SEVEN LLC 210.01%0.03%0.05%Q4 2017Q3 20237
TFO Wealth Partners, LLC 430.00%0.02%0.12%Q4 2019Q3 20217
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
Brown Miller Wealth Management, LLC 770.07%0.11%0.14%Q4 2020Q2 20227
Hanson & Doremus Investment Management 610.00%0.00%0.01%Q4 2013Q3 20237
Avestar Capital, LLC 770.03%0.06%0.10%Q4 2017Q2 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.06%0.07%Q2 2013Q4 20147
GraniteShares Advisors LLC 430.32%0.95%1.55%Q4 2021Q3 20237
Edge Advisors, LLC 770.20%0.32%0.46%Q4 2016Q2 20187
Gary Goldberg Planning Services Inc 770.01%0.01%0.02%Q2 2013Q4 20147
ZAZOVE ASSOCIATES LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Stratos Wealth Advisors, LLC 610.02%0.04%0.09%Q2 2020Q3 20237
QCI ASSET MANAGEMENT INC/NY 770.00%0.00%0.01%Q3 2018Q1 20207
Miracle Mile Advisors, LLC 610.01%0.02%0.04%Q3 2019Q4 20217
Truvestments Capital LLC 770.00%0.17%0.38%Q1 2019Q3 20207
WATERS PARKERSON & CO., LLC 770.01%0.02%0.02%Q3 2016Q1 20187
Omega Advisors Inc. 770.29%1.22%2.89%Q2 2017Q4 20187
TD Capital Management LLC 510.00%0.00%0.00%Q3 2017Q3 20237
Jump Financial, LLC 210.01%0.15%0.39%Q3 2020Q2 20237
Triangle Securities Wealth Management 610.02%0.05%0.11%Q2 2013Q3 20207
Rise Advisors, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
JANA PARTNERS LLC 610.01%0.05%0.09%Q2 2013Q4 20157
Ninepoint Partners LP 410.05%0.12%0.20%Q3 2018Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
FOUNDERS BANK & TRUST 770.01%0.02%0.03%Q2 2013Q4 20147
Stonegate Investment Group, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
DIFESA CAPITAL MANAGEMENT, LP 770.22%2.77%9.89%Q4 2021Q2 20237
Mechanics Financial Corp 770.01%0.03%0.04%Q1 2022Q3 20237
Cerebellum GP, LLC 610.01%0.21%0.30%Q2 2018Q3 20207
ACT WEALTH MANAGEMENT, LLC 770.14%0.15%0.18%Q1 2022Q3 20237
MOTCO 410.00%0.00%0.01%Q2 2020Q3 20237
COUNTRY CLUB BANK /GFN 770.01%0.01%0.02%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Institute for Wealth Management, LLC. 770.01%0.04%0.08%Q4 2018Q2 20207
Gladstone Institutional Advisory LLC 610.01%0.02%0.04%Q2 2021Q3 20237
Paradigm Financial Partners, LLC 770.04%0.06%0.07%Q2 2021Q4 20227
Index Management Solutions, LLC 770.00%0.33%0.53%Q2 2013Q4 20147
Cadent Capital Advisors, LLC 520.06%0.08%0.13%Q4 2020Q3 20237
Newbrook Capital Advisors LP 773.34%5.30%6.66%Q4 2013Q2 20157
TD Waterhouse Canada Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Sutton Wealth Advisors Inc. 430.00%0.01%0.01%Q4 2018Q3 20237
GREEN ARROW CAPITAL MANAGEMENT LLC 320.04%0.49%0.70%Q2 2014Q3 20156
CFM WEALTH PARTNERS LLC 410.31%0.44%0.57%Q3 2021Q2 20236
Shinko Asset Management Co., Ltd. 660.03%0.08%0.15%Q2 2013Q3 20146
First Pacific Advisors, LP 660.01%0.02%0.02%Q1 2022Q2 20236
CANTOR FITZGERALD, L. P. 660.00%0.00%0.00%Q2 2022Q3 20236
King Wealth Management Group 660.07%0.08%0.09%Q2 2022Q3 20236
Aevitas Wealth Management, Inc. 660.14%0.18%0.21%Q4 2017Q1 20196
MMBG INVESTMENT ADVISORS CO. 660.02%0.05%0.07%Q2 2022Q3 20236
TOCQUEVILLE ASSET MANAGEMENT L.P. 660.00%0.01%0.01%Q2 2013Q3 20146
BRANDYWINE OAK PRIVATE WEALTH LLC 510.01%0.02%0.02%Q4 2018Q2 20236
LAZARD ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cullen Capital Management, LLC 660.05%0.06%0.07%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 310.01%0.04%0.17%Q2 2017Q4 20226
QCM Cayman, Ltd. 310.09%0.48%1.47%Q1 2016Q4 20206
SWS Partners 210.04%0.09%0.17%Q4 2017Q1 20236
Cowen Prime Advisors LLC 510.14%0.18%0.22%Q2 2020Q2 20236
Golden State Wealth Management, LLC 330.00%0.01%0.04%Q1 2019Q3 20206
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 510.09%0.19%0.25%Q1 2019Q1 20236
WEST BANCORPORATION INC 420.01%0.01%0.01%Q4 2019Q1 20226
Operose Advisors LLC 660.02%0.05%0.15%Q2 2022Q3 20236
Shulman DeMeo Asset Management LLC 410.03%0.07%0.15%Q4 2018Q4 20206
Cruiser Capital Advisors, LLC 660.84%1.88%3.08%Q4 2018Q1 20206
EPG Wealth Management LLC 420.02%0.04%0.05%Q4 2019Q4 20226
Intellectus Partners, LLC 660.20%0.36%0.42%Q2 2022Q3 20236
Mount Yale Investment Advisors, LLC 330.02%0.02%0.03%Q1 2018Q3 20196
Taylor Hoffman Wealth Management 510.03%0.05%0.06%Q4 2018Q2 20206
Pinkerton Retirement Specialists, LLC 660.02%0.02%0.02%Q2 2017Q3 20186
CHOREO, LLC 310.01%0.01%0.02%Q1 2020Q3 20236
Fore Capital, LLC 210.07%0.28%0.61%Q2 2019Q4 20226
1919 Investment Counsel, LLC 660.25%0.34%0.45%Q2 2013Q3 20146
BOYS ARNOLD & CO INC 660.01%0.02%0.03%Q4 2018Q1 20206
Inscription Capital, LLC 420.05%0.40%0.67%Q4 2018Q1 20216
SAXON INTERESTS, INC. 660.48%0.57%0.62%Q1 2022Q2 20236
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
NOESIS CAPITAL MANGEMENT CORP 310.06%0.08%0.10%Q4 2018Q3 20236
CFO4Life, L.P. 510.04%0.27%0.41%Q4 2014Q4 20226
MARINO, STRAM & ASSOCIATES LLC 660.04%0.04%0.05%Q4 2017Q1 20196
Premier Fund Managers Ltd 660.16%0.21%0.28%Q2 2021Q3 20226
Wood Investment Counsel LLC 661.06%1.37%1.74%Q2 2013Q3 20146
Peak Asset Management, LLC 660.09%0.13%0.16%Q4 2019Q1 20216
Willingdon Wealth Management 660.00%0.00%0.00%Q4 2018Q1 20206
Corsicana & Co. 660.25%0.36%0.47%Q2 2021Q3 20226
Stephens Consulting, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
NATIONAL PLANNING CORP 660.01%0.02%0.03%Q1 2014Q2 20156
ICA Group Wealth Management, LLC 660.01%0.03%0.08%Q1 2022Q2 20236
IFG Advisory, LLC 420.01%0.04%0.06%Q3 2020Q3 20236
ALBION FINANCIAL GROUP /UT 210.00%0.01%0.04%Q1 2015Q4 20226
EAGLE ASSET MANAGEMENT INC 660.01%0.02%0.02%Q4 2018Q1 20206
Incline Global Management LLC 660.05%0.38%0.71%Q3 2018Q4 20196
Worth Asset Management, LLC 660.08%0.09%0.11%Q1 2022Q2 20236
Verition Fund Management LLC 220.01%0.25%0.57%Q4 2015Q2 20226
STATE OF WISCONSIN INVESTMENT BOARD 310.00%0.01%0.05%Q3 2019Q1 20226
Corvex Management LP 420.31%0.79%1.24%Q4 2015Q3 20176
Westover Capital Advisors, LLC 510.06%0.08%0.10%Q4 2018Q3 20216
Klingman & Associates, LLC 420.01%0.02%0.03%Q4 2014Q2 20166
Bard Financial Services, Inc. 660.01%0.05%0.10%Q2 2022Q3 20236
Walker Asset Management, LLC 660.11%0.12%0.14%Q3 2022Q4 20236
Clear Harbor Asset Management, LLC 410.01%0.03%0.04%Q4 2015Q3 20236
Morningstar Investment Services LLC 660.12%0.29%0.47%Q2 2013Q3 20146
JT Stratford LLC 660.03%0.04%0.05%Q4 2020Q1 20226
AQR Arbitrage LLC 660.01%0.01%0.02%Q4 2018Q1 20206
AlphaStar Capital Management, LLC 660.03%0.08%0.12%Q3 2021Q4 20226
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 660.01%0.01%0.01%Q4 2020Q1 20226
HWG Holdings LP 510.25%0.38%0.84%Q3 2014Q4 20236
Arkos Global Advisors 660.04%0.13%0.17%Q4 2018Q1 20206
Safeguard Investment Advisory Group, LLC 510.02%0.06%0.08%Q4 2020Q3 20236
BTR CAPITAL MANAGEMENT INC 660.02%0.05%0.06%Q4 2018Q1 20206
Walleye Capital LLC 330.00%0.04%0.16%Q3 2019Q1 20206
Quantbot Technologies LP 310.04%0.13%0.27%Q1 2014Q3 20166
Silverleafe Capital Partners, LLC 660.10%0.12%0.15%Q3 2022Q4 20236
Perella Weinberg Partners Capital Management LP 661.04%1.70%2.46%Q1 2018Q2 20196
AMERICAN NATIONAL INSURANCE CO 660.02%0.02%0.03%Q2 2020Q3 20216
WealthPLAN Partners, LLC 210.00%0.05%0.28%Q2 2015Q2 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
EQUITEC PROPRIETARY MARKETS, LLC 510.02%0.06%0.09%Q4 2015Q4 20226
LifePlan Financial Group, Inc 660.00%0.00%0.00%Q2 2019Q3 20206
HALSEY ASSOCIATES INC/CT 660.05%0.06%0.07%Q1 2014Q2 20156
Bramshill Investments, LLC 510.01%0.15%0.30%Q2 2019Q2 20236
UBS OCONNOR LLC 320.00%0.02%0.06%Q2 2021Q3 20226
MASON CAPITAL MANAGEMENT LLC 665.58%8.80%11.35%Q2 2013Q3 20146
GPS Wealth Strategies Group, LLC 660.05%0.07%0.10%Q2 2022Q3 20236
Conservest Capital Advisors, Inc. 660.02%0.02%0.03%Q2 2022Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 510.02%0.04%0.08%Q1 2022Q3 20236
CARL STUART INVESTMENT ADVISOR, INC 510.00%0.10%0.16%Q1 2022Q3 20236
Financial Advisory Group 660.04%0.07%0.11%Q3 2015Q4 20166
Stanford Investment Group, Inc. 660.01%0.01%0.01%Q3 2015Q4 20166
Hayden Royal, LLC 410.04%0.08%0.12%Q4 2019Q1 20215
Meridian Wealth Partners, LLC 410.01%0.02%0.02%Q4 2019Q1 20215
Canton Hathaway, LLC 410.07%0.12%0.15%Q4 2018Q2 20205
DAVIDSON INVESTMENT ADVISORS 550.01%0.01%0.01%Q2 2020Q2 20215
WINTRUST INVESTMENTS LLC 310.01%0.03%0.04%Q1 2020Q3 20235
VALLEY WEALTH MANAGERS, INC. 410.00%0.01%0.02%Q2 2016Q4 20185
Endurance Wealth Management, Inc. 320.00%0.01%0.01%Q1 2021Q2 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.06%0.12%0.22%Q3 2015Q3 20165
PCG Wealth Advisors, LLC 550.08%0.10%0.14%Q1 2022Q1 20235
Springhouse Capital Management, LP 550.79%1.86%2.73%Q3 2022Q3 20235
Lehman & Derafelo Financial Resources LLC 550.02%0.04%0.06%Q3 2019Q3 20205
FOUNDERS FINANCIAL SECURITIES LLC 550.13%0.14%0.15%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 410.01%0.23%0.47%Q2 2019Q3 20235
Sugarloaf Wealth Management, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
VELA Investment Management, LLC 410.16%0.42%0.76%Q2 2022Q3 20235
Bull Street Advisors, LLC 550.04%0.08%0.17%Q3 2019Q3 20205
SPOT TRADING L.L.C. 220.01%0.02%0.03%Q2 2017Q3 20175
HOWE & RUSLING INC 310.00%0.00%0.01%Q1 2019Q3 20225
BECK CAPITAL MANAGEMENT, LLC 550.15%0.23%0.28%Q4 2013Q4 20145
Blue Chip Wealth Management, Inc. 320.21%0.43%0.84%Q4 2018Q3 20205
KANALY TRUST CO 550.01%0.01%0.02%Q4 2013Q4 20145
TRUST DEPARTMENT MB FINANCIAL BANK N A 320.01%0.03%0.07%Q2 2014Q4 20185
Strategic Asset Management, LLC 550.01%0.06%0.08%Q3 2021Q3 20225
COMERICA SECURITIES INC 550.02%0.03%0.05%Q4 2017Q4 20185
AMERICAN ASSET MANAGEMENT INC. 550.12%0.31%0.40%Q4 2018Q4 20195
Banyan Partners, LLC 550.09%0.13%0.16%Q3 2013Q3 20145
MITCHELL CAPITAL MANAGEMENT CO 550.04%0.09%0.11%Q4 2018Q4 20195
M Holdings Securities, Inc. 310.05%0.12%0.25%Q4 2013Q2 20195
CAMBIAR INVESTORS LLC 550.24%0.25%0.26%Q3 2022Q3 20235
Highstreet Asset Management Inc. 550.08%0.09%0.12%Q4 2018Q4 20195
Westside Investment Management, Inc. 310.00%0.00%0.01%Q4 2018Q3 20225
RiverTree Advisors, LLC 550.16%0.17%0.18%Q3 2022Q3 20235
Bank of New Hampshire 550.02%0.03%0.04%Q3 2022Q3 20235
CX Institutional 210.00%0.00%0.00%Q4 2018Q2 20225
CAMPBELL CAPITAL MANAGEMENT INC 410.12%0.44%0.78%Q4 2019Q4 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.01%Q3 2022Q3 20235
CHILTON INVESTMENT CO INC. 550.02%0.04%0.06%Q3 2019Q3 20205
Eagle Bay Advisors LLC 320.04%0.05%0.06%Q2 2021Q3 20225
Annex Advisory Services, LLC 550.02%0.03%0.05%Q3 2019Q3 20205
GM Advisory Group, LLC 410.01%0.02%0.05%Q3 2019Q3 20235
JUPITER ASSET MANAGEMENT LTD 550.03%0.07%0.19%Q2 2020Q2 20215
Charles Schwab Investment Advisory, Inc. 550.00%0.01%0.01%Q4 2018Q4 20195
Blue Trust, Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
Curi Wealth Management, LLC 410.02%0.03%0.04%Q1 2022Q3 20235
Capital Innovations LLC 410.68%0.99%1.23%Q1 2014Q3 20155
IronBridge Private Wealth, LLC 550.04%0.08%0.11%Q4 2020Q4 20215
SOA Wealth Advisors, LLC. 550.00%0.00%0.01%Q3 2022Q3 20235
LEVEL FOUR FINANCIAL, LLC 440.00%0.11%0.18%Q4 2020Q3 20215
THOMPSON SIEGEL & WALMSLEY LLC 550.00%0.00%0.00%Q4 2018Q4 20195
CPWM, LLC 320.03%0.05%0.09%Q4 2018Q1 20205
McCarthy Asset Management, Inc. 550.01%0.01%0.02%Q1 2021Q1 20225
Bristol Advisors, LLC 210.01%6.19%18.20%Q4 2016Q1 20195
WOODSTOCK CORP 550.02%0.02%0.02%Q4 2022Q4 20235
WEBSTERROGERS FINANCIAL ADVISORS, LLC 550.22%0.25%0.27%Q4 2020Q4 20215
Ameritas Investment Partners, Inc. 310.01%0.05%0.08%Q3 2018Q1 20205
Vectors Research Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
BOSTON FINANCIAL MANGEMENT LLC 550.01%0.02%0.02%Q4 2018Q4 20195
Global Financial Private Capital, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
CFO4Life Group, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.07%0.07%0.08%Q3 2022Q3 20235
Blankinship & Foster, LLC 550.09%0.11%0.16%Q4 2018Q4 20195
WOLFF WIESE MAGANA LLC 550.00%0.01%0.03%Q3 2022Q3 20235
AlphaCore Capital LLC 310.00%0.02%0.05%Q1 2020Q3 20235
MPS Loria Financial Planners, LLC 410.00%0.00%0.02%Q2 2017Q1 20215
Knighthead Capital Management, LLC 330.18%0.70%1.31%Q1 2020Q3 20205
MACKENZIE FINANCIAL CORP 330.00%0.00%0.00%Q2 2020Q4 20205
TITLEIST CAPITAL, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
Joseph P. Lucia & Associates, LLC 310.00%0.16%0.38%Q2 2020Q3 20235
IRIDIAN ASSET MANAGEMENT LLC/CT 410.00%0.00%0.00%Q3 2014Q4 20155
Rosenberg Matthew Hamilton 550.01%0.01%0.02%Q3 2022Q3 20235
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 550.04%0.05%0.06%Q2 2020Q2 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.02%Q4 2020Q3 20235
Hudson Capital Management LLC 550.07%0.21%0.41%Q4 2018Q4 20195
Princeton Global Asset Management LLC 550.00%0.01%0.01%Q1 2019Q1 20205
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.01%0.01%Q3 2017Q3 20185
NorthCoast Asset Management LLC 550.08%0.10%0.12%Q3 2020Q3 20215
ROMANO BROTHERS AND COMPANY 550.03%0.03%0.04%Q3 2022Q3 20235
FormulaFolio Investments, LLC 320.00%0.00%0.01%Q2 2019Q2 20215
Brick & Kyle, Associates 550.11%0.25%0.31%Q4 2014Q4 20155
Hollow Brook Wealth Management LLC 320.08%0.39%0.92%Q2 2015Q3 20235
Compass Wealth Management LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Compass Financial Group, INC/SD 550.18%0.20%0.22%Q4 2022Q4 20235
Castleton Investment Management LLC 320.29%0.78%1.71%Q1 2017Q1 20195
Poplar Forest Capital LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Concert Wealth Management Inc. 210.02%0.03%0.04%Q4 2014Q3 20165
THRIVENT FINANCIAL FOR LUTHERANS 310.00%0.00%0.00%Q3 2017Q1 20235
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 550.00%0.00%0.00%Q4 2019Q4 20205
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.29%0.63%1.02%Q3 2022Q3 20235
DAVIDSON TRUST CO 550.23%0.27%0.32%Q1 2020Q1 20215
Placemark Investments, Inc. 550.01%0.01%0.02%Q4 2013Q4 20145
Wallace Capital Management Inc. 320.17%0.19%0.24%Q2 2013Q3 20145
Gupta Wealth Management LLC 550.00%0.07%0.14%Q1 2015Q1 20165
Resonant Capital Advisors, LLC 320.02%0.03%0.06%Q4 2019Q3 20235
Gibson Wealth Advisors LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Old West Investment Management, LLC 550.63%0.99%1.35%Q4 2018Q4 20195
FIRST INTERSTATE BANK 550.00%0.01%0.01%Q4 2018Q4 20195
Jump Trading, LLC 210.01%0.01%0.03%Q2 2016Q3 20185
Moisand Fitzgerald Tamayo, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Zullo Investment Group, Inc. 550.03%0.04%0.04%Q4 2021Q4 20225
MILLER WEALTH ADVISORS, LLC 550.03%0.04%0.07%Q4 2021Q4 20225
INVESTMENT HOUSE LLC 210.04%0.07%0.09%Q1 2015Q3 20164
Capital Wealth Planning, LLC 444.72%6.06%8.06%Q2 2014Q1 20154
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Vollero Beach Capital Partners LLC 440.41%0.68%1.05%Q3 2013Q2 20144
Arosa Capital Management LP 110.68%1.27%1.76%Q4 2015Q1 20224
Verity Asset Management, Inc. 440.12%0.13%0.14%Q4 2020Q3 20214
Capital Advisors, Ltd. LLC 220.00%0.02%0.03%Q4 2018Q3 20234
Waldron Private Wealth LLC 210.01%0.05%0.10%Q1 2017Q1 20234
QS Investors, LLC 310.00%0.00%0.00%Q4 2019Q4 20204
NEW VERNON INVESTMENT MANAGEMENT LLC 441.19%1.49%1.62%Q4 2014Q3 20154
DONALDSON CAPITAL MANAGEMENT, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Covenant Multifamily Offices, LLC 310.02%0.11%0.16%Q4 2019Q3 20214
Wakefield Asset Management LLLP 310.25%0.48%0.64%Q4 2018Q3 20204
BARDIN HILL MANAGEMENT PARTNERS LP 220.19%0.29%0.50%Q2 2014Q2 20154
ZEKE CAPITAL ADVISORS, LLC 440.01%0.01%0.01%Q3 2019Q2 20204
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
Concorde Asset Management, LLC 440.12%0.73%1.06%Q4 2018Q3 20194
IMA Wealth, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
Private Harbour Investment Management & Counsel, LLC 440.15%0.20%0.30%Q4 2018Q3 20194
GTS SECURITIES LLC 220.01%0.04%0.11%Q2 2023Q3 20234
Grace Capital 440.01%0.01%0.02%Q4 2019Q3 20204
GAM Holding AG 310.01%0.01%0.01%Q3 2018Q3 20194
Glassman Wealth Services 440.00%0.00%0.00%Q4 2019Q3 20204
Squarepoint Ops LLC 220.00%0.00%0.01%Q1 2023Q2 20234
D'Orazio & Associates, Inc. 210.00%0.00%0.01%Q4 2018Q3 20214
NORTHWEST INVESTMENT COUNSELORS, LLC 310.00%0.00%0.00%Q3 2019Q3 20234
20/20 Capital Management, Inc. 440.02%0.05%0.08%Q4 2019Q3 20204
Cardan Capital Partners, LLC 440.01%0.02%0.02%Q1 2020Q4 20204
Gerber Kawasaki Wealth & Investment Management 440.36%0.75%1.09%Q2 2016Q1 20174
Kalos Management, Inc. 210.06%0.28%0.90%Q3 2018Q4 20214
PUBLIC SECTOR PENSION INVESTMENT BOARD 440.01%0.01%0.02%Q4 2019Q3 20204
KHP Capital, LLC 440.10%0.12%0.14%Q4 2017Q3 20184
Everett Capital Advisors UK LLP 314.90%29.78%100.00%Q4 2018Q4 20194
L & S Advisors Inc 310.05%0.12%0.15%Q4 2017Q3 20194
Cable Hill Partners, LLC 440.13%0.21%0.30%Q4 2018Q3 20194
Arlington Partners LLC 210.06%0.13%0.19%Q4 2018Q1 20204
Capital One Investing, Inc. 440.23%0.26%0.28%Q4 2018Q3 20194
LYELL WEALTH MANAGEMENT, LP 440.04%0.05%0.06%Q4 2018Q3 20194
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 441.21%1.43%1.70%Q2 2013Q1 20144
Bridgeworth, LLC 110.06%0.10%0.14%Q4 2016Q4 20184
Pettinga Financial Advisors, LLC 310.03%0.04%0.04%Q2 2022Q2 20234
HBK Sorce Advisory LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CASCADE INVESTMENT GROUP, INC. 440.47%0.72%1.09%Q4 2022Q3 20234
Doyle Wealth Management 310.00%0.01%0.03%Q4 2018Q1 20204
Black Swift Group, LLC 440.02%0.03%0.05%Q4 2018Q3 20194
Founders Capital Management 440.00%0.01%0.03%Q1 2023Q4 20234
CLEAR STREET LLC 440.03%0.12%0.30%Q1 2022Q4 20224
Salient Private Client, LLC 440.12%1.15%1.91%Q4 2017Q3 20184
Parisi Gray Wealth Management 220.00%0.03%0.07%Q4 2017Q1 20194
Neo Ivy Capital Management 210.18%0.31%0.56%Q1 2021Q2 20224
INVESTMENT CENTERS OF AMERICA INC 310.02%0.08%0.14%Q3 2013Q1 20164
Crewe Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.05%0.05%0.06%Q1 2020Q3 20234
ARGYLL RESEARCH, LLC 4415.93%19.89%23.44%Q2 2013Q1 20144
Castleview Partners, LLC 210.03%0.92%1.72%Q1 2018Q1 20224
Antara Capital LP 110.58%1.14%1.53%Q4 2018Q1 20224
Laurel Wealth Advisors LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Hotaling Investment Management, LLC 440.10%0.12%0.13%Q4 2018Q3 20194
America First Investment Advisors, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
EASTERLY INVESTMENT PARTNERS LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Cadence Bank 440.05%0.05%0.06%Q4 2022Q3 20234
ALTERNA WEALTH MANAGEMENT, INC 310.11%0.18%0.24%Q1 2019Q1 20204
BASSO CAPITAL MANAGEMENT, L.P. 442.09%2.43%2.93%Q4 2022Q3 20234
Bay Harbor Wealth Management, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Destination Wealth Management 310.01%0.01%0.01%Q4 2018Q4 20194
Prestige Wealth Management Group LLC 440.02%0.02%0.03%Q4 2018Q3 20194
Tolleson Wealth Management, Inc. 440.14%0.24%0.28%Q2 2020Q1 20214
TCF National Bank 440.02%0.04%0.05%Q3 2019Q2 20204
Stonehage Fleming (UK) Ltd 440.16%0.18%0.21%Q4 2013Q3 20144
Maryland State Retirement & Pension System 440.23%0.62%0.76%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 440.00%0.01%0.01%Q1 2020Q4 20204
Laidlaw Wealth Management LLC 310.03%0.05%0.07%Q1 2022Q3 20234
CVA Family Office, LLC 310.01%0.02%0.05%Q1 2020Q3 20214
Fortis Capital Management LLC 440.10%0.13%0.19%Q4 2022Q3 20234
SHAPIRO CAPITAL MANAGEMENT LLC 210.00%0.15%0.59%Q4 2019Q3 20234
WNY Asset Management, LLC 440.05%0.06%0.07%Q2 2022Q1 20234
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
PRINCETON CAPITAL MANAGEMENT LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Archer Investment Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.12%0.15%0.16%Q4 2022Q3 20234
Eudaimonia Partners, LLC 440.06%0.07%0.10%Q4 2022Q3 20234
Inspire Advisors, LLC 310.00%0.04%0.06%Q4 2020Q3 20234
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 310.56%1.58%2.84%Q1 2016Q4 20214
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
XTX Topco Ltd 220.12%0.23%0.43%Q4 2021Q1 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Leucadia National 440.02%0.02%0.03%Q4 2022Q3 20234
Bickling Financial Services, Inc. 440.04%0.05%0.06%Q2 2021Q1 20224
CoreFirst Bank & Trust 440.01%0.01%0.02%Q4 2020Q3 20214
ADE, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
NATIONAL PENN INVESTORS TRUST CO /PA 440.01%0.02%0.04%Q2 2015Q1 20164
Westwood Wealth Management 440.12%0.14%0.18%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.01%0.03%Q3 2022Q3 20234
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
Wedmont Private Capital 310.01%0.02%0.02%Q3 2022Q3 20234
Steward Financial Group LLC 210.00%0.01%0.01%Q4 2021Q1 20234
Enhancing Capital LLC 440.72%0.95%1.15%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Cercano Management LLC 440.01%0.09%0.12%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.10%0.10%0.12%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.02%0.06%0.15%Q4 2022Q3 20234
Register Financial Advisors LLC 440.11%0.13%0.16%Q4 2022Q3 20234
Olistico Wealth, LLC 440.61%0.67%0.72%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.12%0.18%0.36%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 441.80%1.89%2.15%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Core Wealth Partners LLC 440.13%0.29%0.71%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
VIAWEALTH, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.21%0.28%0.38%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.28%0.49%0.69%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.13%0.14%0.16%Q4 2022Q3 20234
New Republic Capital, LLC 440.15%0.90%1.33%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.12%0.17%0.21%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.65%1.21%1.77%Q4 2022Q3 20234
CITY NATIONAL BANK 310.00%0.00%0.00%Q1 2014Q3 20154
GRASSI INVESTMENT MANAGEMENT LLC 440.70%0.86%1.14%Q2 2013Q1 20144
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
BAR HARBOR TRUST SERVICES 440.09%0.11%0.12%Q4 2018Q3 20194
MEANS INVESTMENT CO., INC. 440.07%0.09%0.12%Q4 2018Q3 20194
CALDWELL SUTTER CAPITAL, INC. 440.12%0.14%0.16%Q4 2022Q3 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
AFFINITY WEALTH MANAGEMENT LLC 440.05%0.06%0.07%Q4 2022Q3 20234
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.26%0.53%Q2 2013Q2 20214
CORNERCAP INVESTMENT COUNSEL INC 440.04%0.05%0.05%Q3 2014Q2 20154
UBS ASSET MANAGEMENT AMERICAS INC 440.00%0.00%0.00%Q4 2018Q3 20194
CHAPIN DAVIS, INC. 440.64%0.69%0.80%Q4 2022Q3 20234
PECONIC PARTNERS LLC 210.22%0.57%0.95%Q2 2016Q2 20224
DISCIPLINED GROWTH INVESTORS INC /MN 440.00%0.00%0.00%Q4 2020Q3 20214
MERITAGE PORTFOLIO MANAGEMENT 220.18%0.24%0.33%Q3 2013Q4 20194
FULTON BANK, N.A. 440.01%0.02%0.03%Q1 2023Q4 20234
GOFF JOHN C 440.26%0.31%0.35%Q4 2021Q3 20224
PARADIGM ASSET MANAGEMENT CO LLC 440.08%0.09%0.09%Q2 2013Q1 20144
ARDSLEY ADVISORY PARTNERS LP 330.50%1.12%1.61%Q4 2015Q2 20164
BEESE FULMER INVESTMENT MANAGEMENT, INC. 440.01%0.01%0.02%Q4 2019Q3 20204
BCWM, LLC 440.08%0.09%0.10%Q4 2018Q3 20194
Madden Advisory Services, Inc. 440.01%0.03%0.04%Q1 2014Q4 20144
Diligent Investors, LLC 440.13%0.13%0.15%Q4 2022Q3 20234
FIDUCIARY TRUST INTERNATIONAL LLC 330.11%0.15%0.21%Q3 2014Q1 20153
SUVRETTA CAPITAL MANAGEMENT, LLC 330.06%0.06%0.07%Q4 2014Q2 20153
LANDAAS & CO /WI /ADV 210.01%0.01%0.01%Q3 2017Q2 20183
Regent Peak Wealth Advisors LLC 330.06%0.06%0.07%Q1 2023Q3 20233
ABNER HERRMAN & BROCK LLC 330.14%0.15%0.16%Q1 2014Q3 20143
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Latimer Light Capital, L.P. 332.54%3.96%4.86%Q1 2016Q3 20163
STRATEGIC WEALTH MANAGEMENT INC 331.58%1.98%2.68%Q2 2020Q4 20203
GOODWIN DANIEL L 210.07%0.15%0.30%Q1 2016Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
PEDDOCK CAPITAL ADVISORS, LLC 210.01%0.01%0.01%Q4 2018Q4 20193
Peterson Wealth Advisors, LLC 330.04%0.04%0.04%Q1 2022Q3 20223
Fortis Group Advisors, LLC 330.13%0.15%0.16%Q1 2023Q3 20233
Sargent Bickham Lagudis LLC 210.00%0.00%0.01%Q4 2017Q4 20193
Orinda Asset Management LLC 333.98%5.20%7.09%Q1 2019Q3 20193
S.C. Financial Services, Inc. 210.24%0.39%0.48%Q4 2021Q4 20223
Crestwood Advisors Group, LLC 210.00%0.01%0.02%Q1 2017Q1 20183
KLINGENSTEIN FIELDS & CO LP 330.02%0.02%0.02%Q2 2013Q4 20133
ORG Partners LLC 330.65%0.93%1.16%Q1 2023Q3 20233
SHELTON CAPITAL MANAGEMENT 330.01%0.01%0.01%Q4 2021Q2 20223
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Private Wealth Partners, LLC 330.04%0.05%0.05%Q1 2019Q3 20193
Mendota Financial Group, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Starfire Investment Advisers, Inc. 210.06%0.39%1.02%Q4 2017Q4 20193
Richard P Slaughter Associates Inc 210.03%0.03%0.04%Q1 2021Q4 20213
EnTrust Global Partners Offshore LP 330.81%1.59%2.11%Q4 2018Q2 20193
ATALANTA SOSNOFF CAPITAL, LLC 210.02%0.02%0.03%Q2 2019Q2 20223
FIRETHORN WEALTH PARTNERS, LLC 330.07%0.08%0.09%Q4 2020Q2 20213
Redhawk Wealth Advisors, Inc. 110.02%0.07%0.11%Q2 2019Q3 20233
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Center for Financial Planning, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
MRP Capital Investments, LLC 330.00%0.02%0.04%Q4 2022Q2 20233
SEI TRUST CO 330.01%0.01%0.01%Q1 2014Q3 20143
OMERS ADMINISTRATION Corp 330.04%0.08%0.11%Q2 2015Q4 20153
Qube Research & Technologies Ltd 210.00%0.02%0.02%Q4 2020Q3 20213
Pinnacle Private Wealth, LLC 330.05%0.06%0.07%Q4 2021Q2 20223
Chesley Taft & Associates LLC 330.02%0.03%0.03%Q1 2014Q3 20143
Quadrature Capital Ltd 110.09%0.23%0.47%Q3 2015Q3 20163
Clean Yield Group 210.01%0.02%0.03%Q4 2020Q3 20213
DUNCKER STREETT & CO INC 330.00%0.01%0.01%Q4 2018Q2 20193
Alhambra Investment Management LLC 210.07%0.08%0.10%Q1 2021Q4 20213
Shay Capital LLC 210.02%1.00%2.96%Q4 2020Q3 20233
McAdam, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Clarkston Capital Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
PGIM Custom Harvest LLC 210.29%0.74%1.60%Q4 2020Q3 20213
INVESTMENT PARTNERS, LTD. 110.08%0.11%0.13%Q1 2016Q3 20223
ACG Wealth 210.08%0.13%0.22%Q2 2013Q1 20143
ETRADE Capital Management LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Strategic Financial Concepts, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2016Q3 20163
Executive Wealth Management, LLC 330.02%0.02%0.03%Q4 2018Q2 20193
Kozak & Associates, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.01%0.01%0.02%Q4 2017Q2 20183
Affiance Financial, LLC 330.73%0.92%1.12%Q4 2014Q2 20153
NTB Financial Corp 330.13%0.16%0.18%Q4 2021Q2 20223
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 210.06%0.09%0.11%Q4 2019Q3 20233
ARCH CAPITAL GROUP LTD. 330.51%0.61%0.74%Q1 2021Q3 20213
Salomon & Ludwin, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
River Wealth Advisors LLC 330.00%0.01%0.02%Q2 2018Q4 20183
Rather & Kittrell, Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
Gruss & Co., LLC 332.74%3.82%5.20%Q4 2019Q2 20203
HBC Financial Services, PLLC 330.03%0.03%0.03%Q1 2023Q3 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Global X Management CO LLC 210.17%0.54%0.79%Q2 2013Q3 20153
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.02%Q4 2021Q2 20223
WATER ISLAND CAPITAL LLC 210.00%0.01%0.02%Q4 2015Q3 20193
ProShare Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Pinnacle Bancorp, Inc. 330.00%0.00%0.01%Q4 2018Q2 20193
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.02%0.05%Q1 2023Q3 20233
Financial Enhancement Group LLC 210.00%0.00%0.00%Q1 2019Q4 20203
Trifecta Capital Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q2 2021Q4 20213
Insight Wealth Partners, LLC 330.05%0.07%0.09%Q2 2020Q4 20203
FIRST CITIZENS BANK & TRUST CO 210.02%0.02%0.02%Q3 2014Q2 20153
SevenBridge Financial Group, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Nalls Sherbakoff Group, LLC 330.19%0.19%0.20%Q1 2023Q3 20233
Biltmore Capital Advisors LLC 330.44%0.94%1.41%Q1 2019Q3 20193
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
GYL FINANCIAL SYNERGIES, LLC 330.01%0.04%0.08%Q1 2023Q3 20233
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.01%0.01%Q1 2020Q4 20223
SMITH, MOORE & CO. 330.01%0.02%0.03%Q4 2019Q2 20203
PRIO WEALTH LIMITED PARTNERSHIP 330.01%0.01%0.01%Q1 2023Q3 20233
Maple Capital Management, Inc. 330.04%0.06%0.08%Q4 2018Q2 20193
American Institute for Advanced Investment Management, LLP 330.27%0.30%0.34%Q1 2023Q3 20233
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 330.01%0.02%0.02%Q1 2014Q3 20143
MAPLELANE CAPITAL, LLC 220.21%0.63%1.06%Q1 2015Q2 20153
STRATTON MANAGEMENT CO 210.01%0.01%0.01%Q2 2014Q1 20153
State of Tennessee, Treasury Department 210.04%0.05%0.05%Q4 2014Q4 20183
Concorde Financial Corp 331.80%2.61%3.58%Q1 2023Q3 20233
Forum Financial Management, LP 210.00%0.02%0.04%Q4 2022Q3 20233
ZACKS INVESTMENT MANAGEMENT 210.01%0.01%0.01%Q3 2014Q2 20153
GenTrust, LLC 330.03%0.03%0.04%Q4 2018Q2 20193
O'Brien Greene & Co. Inc 330.04%0.04%0.05%Q1 2022Q3 20223
Next Capital Management LLC 210.07%0.08%0.10%Q4 2018Q4 20193
Essex Savings Bank 330.03%0.04%0.04%Q4 2018Q2 20193
CNA FINANCIAL CORP 210.22%0.47%0.76%Q2 2013Q4 20153
Cohanzick Management, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
PRUDENTIAL FINANCIAL INC 210.00%0.01%0.02%Q2 2013Q4 20223
CMC Financial Group 331.67%2.42%3.45%Q1 2022Q3 20223
TVR Capital Management LP 337.11%9.26%10.36%Q4 2018Q2 20193
GODSEY & GIBB, INC 330.01%0.01%0.01%Q1 2023Q3 20233
HYA Advisors, Inc 330.04%0.06%0.10%Q4 2019Q2 20203
CNB Bank 330.00%0.00%0.00%Q4 2018Q2 20193
Resurgent Financial Advisors LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
1776 Wealth LLC 330.03%0.04%0.04%Q4 2019Q2 20203
P SCHOENFELD ASSET MANAGEMENT LP 330.19%0.37%0.68%Q4 2015Q2 20163
Nilsine Partners, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
LEUTHOLD GROUP, LLC 330.05%0.06%0.07%Q1 2019Q3 20193
MOORE CAPITAL MANAGEMENT, LP 331.02%1.48%1.84%Q1 2020Q3 20203
Engrave Wealth Partners LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Brookfield Public Securities Group LLC 331.62%3.13%4.06%Q3 2019Q1 20203
Leap Investments LP 330.10%0.19%0.32%Q3 2019Q1 20203
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.01%0.01%0.01%Q3 2016Q1 20173
Weaver Consulting Group 330.00%0.00%0.00%Q1 2020Q3 20203
Divergent Wealth Advisors 330.01%0.02%0.02%Q1 2018Q3 20183
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 210.31%0.63%1.09%Q4 2019Q3 20203
Private Ocean, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
Asset Allocation Strategies LLC 210.12%0.15%0.18%Q4 2022Q3 20233
Pflug Koory, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Chicago Capital, LLC 330.02%0.04%0.05%Q2 2018Q4 20183
tru Independence LLC 330.07%0.09%0.11%Q4 2019Q2 20203
NORWOOD FINANCIAL CORP 330.07%0.10%0.13%Q1 2023Q3 20233
FSC Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Benedetti & Gucer, Inc. 330.18%0.20%0.24%Q1 2023Q3 20233
Merewether Investment Management, LP 330.73%0.80%0.89%Q3 2022Q1 20233
Savant Capital, LLC 210.00%0.00%0.01%Q2 2021Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Spectrum Management Group, LLC 210.00%0.00%0.00%Q1 2019Q1 20203
Visium Asset Management, LP 330.07%0.19%0.40%Q4 2015Q2 20163
McAdams Wright Ragen, Inc. 330.01%0.01%0.02%Q1 2014Q3 20143
Coastal Bridge Advisors, LLC 210.02%0.04%0.06%Q3 2019Q2 20203
Lion Street Advisors, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Glass Jacobson Investment Advisors llc 210.18%0.18%0.20%Q4 2022Q3 20233
Newman Dignan & Sheerar, Inc. 110.03%0.03%0.03%Q4 2019Q3 20213
Clarius Group, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2022Q2 20233
MONTAGE INVESTMENTS, LLC 330.15%0.34%0.58%Q1 2016Q3 20163
Banco Santander, S.A. 210.01%0.01%0.01%Q4 2022Q3 20233
Banco BTG Pactual S.A. 330.06%0.14%0.25%Q3 2021Q1 20223
Grey Street Capital, LLC 330.33%0.45%0.56%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.10%0.10%0.11%Q1 2023Q3 20233
SageGuard Financial Group, LLC 330.12%0.16%0.20%Q4 2020Q2 20213
JBF Capital, Inc. 330.08%0.09%0.09%Q1 2023Q3 20233
Gen IV Investment Opportunities, LLC 333.36%6.02%9.67%Q1 2017Q3 20173
Tevis Investment Management 330.01%0.01%0.02%Q4 2021Q2 20223
Empire Financial Management Company, LLC 330.23%0.24%0.26%Q1 2023Q3 20233
MIDDLETON & CO INC/MA 330.06%0.08%0.09%Q2 2013Q4 20133
PFG Investments, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Trust Co 210.01%0.01%0.01%Q3 2019Q2 20233
Alden Global Capital LLC 330.81%2.07%3.69%Q1 2023Q3 20233
CHASE INVESTMENT COUNSEL CORP 330.35%0.44%0.53%Q1 2023Q3 20233
COWA, LLC 210.03%0.04%0.06%Q4 2020Q3 20223
PCA Investment Advisory Services Inc. 330.08%0.10%0.11%Q1 2023Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q3 2018Q2 20223
Kazazian Asset Management, LLC 330.18%0.20%0.23%Q1 2019Q3 20193
SCOTIA CAPITAL INC. 210.00%0.00%0.01%Q4 2019Q3 20223
United Asset Strategies, Inc. 210.02%0.02%0.03%Q4 2019Q3 20233
Warther Private Wealth, LLC 330.10%0.11%0.12%Q4 2022Q2 20233
Bouchey Financial Group Ltd 330.06%0.06%0.07%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
VICTORY CAPITAL MANAGEMENT INC 210.00%0.00%0.00%Q4 2019Q4 20223
Greystone Financial Group, LLC 331.01%1.34%1.82%Q1 2023Q3 20233
CMT Asset Management Ltd 330.04%0.07%0.13%Q4 2015Q2 20163
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
Beirne Wealth Consulting Services, LLC 110.12%0.13%0.14%Q1 2019Q2 20202
Capstone Financial Group, Inc. 220.08%0.08%0.08%Q1 2020Q2 20202
WPWealth LLP 220.06%0.06%0.06%Q2 2023Q3 20232
Colonial Trust Co / SC 220.00%0.00%0.01%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Loveless Wealth Management LLC 220.06%0.11%0.15%Q4 2019Q1 20202
Gray Wealth Management Inc. 220.10%0.12%0.13%Q2 2023Q3 20232
New Hampshire Trust 220.02%0.02%0.02%Q4 2022Q1 20232
Callan Capital, LLC 110.02%0.05%0.08%Q1 2023Q3 20232
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.03%Q2 2014Q3 20142
Icon Wealth Advisors, LLC 220.23%0.23%0.24%Q3 2022Q4 20222
Headlands Technologies LLC 110.00%0.02%0.03%Q4 2022Q2 20232
Telemetry Investments, L.L.C. 110.12%0.17%0.22%Q1 2015Q3 20162
INSIGNEO ADVISORY SERVICES, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.02%0.02%Q2 2016Q3 20182
I.G. INVESTMENT MANAGEMENT, LTD. 220.00%0.00%0.01%Q3 2013Q4 20132
Crabel Capital Management, LLC 220.08%0.10%0.11%Q3 2019Q4 20192
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Belvedere Trading LLC 110.00%0.00%0.01%Q1 2022Q2 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.06%0.10%Q4 2015Q4 20172
Valmark Advisers, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.55%0.60%0.65%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
NORTHWEST WEALTH MANAGEMENT, LLC 220.11%0.11%0.11%Q4 2018Q1 20192
Naviter Wealth, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Quadrature Capital LLP 220.73%0.84%0.96%Q1 2015Q2 20152
Aaron Wealth Advisors LLC 110.02%0.04%0.05%Q4 2020Q2 20222
Verger Capital Management LLC 220.73%0.74%0.74%Q4 2022Q1 20232
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q2 20202
Boston Partners 110.00%0.00%0.00%Q4 2019Q3 20202
WHITE PINE CAPITAL LLC 220.09%0.12%0.15%Q2 2023Q3 20232
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q2 2021Q3 20212
PERRY CAPITAL 222.32%2.78%3.25%Q3 2015Q4 20152
EXANE DERIVATIVES 220.00%0.00%0.00%Q4 2018Q1 20192
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Ionic Capital Management LLC 110.01%0.09%0.18%Q2 2013Q1 20162
Birch Capital Management, LLC 110.08%0.33%0.59%Q1 2020Q3 20232
FolioMetrix LLC 220.09%0.09%0.09%Q4 2014Q1 20152
NATIXIS ADVISORS, L.P. 220.01%0.01%0.01%Q1 2014Q2 20142
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q2 2021Q4 20212
YHB Investment Advisors, Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
Keel Point, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
STANCORP INVESTMENT ADVISERS INC 220.48%0.58%0.68%Q4 2014Q1 20152
Trafelet Capital Management, L.P. 220.26%0.26%0.27%Q2 2017Q3 20172
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.11%0.43%0.75%Q3 2014Q4 20142
KB FINANCIAL PARTNERS, LLC 220.10%0.12%0.14%Q4 2021Q1 20222
Paragon Capital Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
FIRST NEW YORK SECURITIES LLC /NY 220.01%0.01%0.01%Q1 2016Q2 20162
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q4 2018Q1 20192
O'Brien Wealth Partners LLC 110.03%0.03%0.04%Q1 2018Q3 20182
AMG National Trust Bank 220.00%0.00%0.00%Q2 2020Q3 20202
PHILADELPHIA TRUST CO 220.01%0.01%0.01%Q3 2020Q4 20202
ASSET MANAGEMENT CORP /IL/ /ADV 220.04%0.05%0.06%Q2 2020Q3 20202
Kanen Wealth Management LLC 221.52%1.57%1.62%Q3 2022Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.04%0.04%0.04%Q1 2022Q4 20222
STALEY CAPITAL ADVISERS INC 220.01%0.01%0.01%Q3 2019Q4 20192
Syntal Capital Partners, LLC 110.04%0.09%0.14%Q1 2019Q3 20192
Tradeworx Inc. 110.38%0.44%0.50%Q1 2014Q3 20142
American Financial Network Advisory Services LLC 220.04%0.04%0.05%Q3 2017Q4 20172
Summit Equities Inc 220.10%0.11%0.12%Q1 2014Q2 20142
VIKING GLOBAL INVESTORS LP 220.01%0.05%0.09%Q3 2015Q4 20152
Capital Markets Trading UK LLP 220.01%0.01%0.01%Q1 2018Q2 20182
WMS Partners, LLC 220.05%0.05%0.05%Q1 2015Q2 20152
CAAS CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2021Q4 20212
Cheyne Capital Management (UK) LLP 220.33%0.40%0.46%Q1 2015Q2 20152
ORLEANS CAPITAL MANAGEMENT CORP/LA 110.11%1.79%3.48%Q2 2014Q1 20202
BB&T INVESTMENT SERVICES, INC. 110.01%0.01%0.01%Q4 2016Q3 20172
FIRST HAWAIIAN BANK 220.00%0.00%0.00%Q4 2018Q1 20192
Locust Wood Capital Advisers 110.03%0.18%0.34%Q1 2015Q2 20222
SYM FINANCIAL Corp 220.04%0.05%0.05%Q2 2023Q3 20232
SCOGGIN MANAGEMENT LP 220.86%0.93%0.99%Q4 2015Q1 20162
Independence Bank of Kentucky 110.00%0.01%0.01%Q4 2018Q2 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Adams Wealth Management 110.01%0.07%0.13%Q4 2019Q3 20202
Hutchin Hill Capital, LP 220.21%0.45%0.68%Q4 2015Q1 20162
MATTERN CAPITAL MANAGEMENT, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Point View Wealth Management, Inc. 220.05%0.05%0.05%Q3 2020Q4 20202
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
HOWARD HUGHES MEDICAL INSTITUTE 220.00%0.00%0.00%Q4 2015Q1 20162
J. Goldman & Co LP 110.17%0.25%0.33%Q2 2013Q2 20132
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
MARCO INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2020Q1 20212
SII INVESTMENTS INC/WI 220.04%0.04%0.04%Q2 2014Q3 20142
Kestra Advisory Services, LLC 110.00%0.00%0.01%Q4 2022Q2 20232
Live Your Vision, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
QUEST CAPITAL MANAGEMENT INC /ADV 220.02%0.02%0.02%Q3 2021Q4 20212
One Charles Private Wealth Services, LLC 220.15%0.16%0.16%Q2 2023Q3 20232
Planned Solutions, Inc. 220.02%0.02%0.03%Q3 2020Q4 20202
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.05%0.10%Q2 2018Q3 20232
Hartree Partners, LP 113.20%4.13%5.06%Q2 2019Q4 20192
Truvvo Partners LLC 220.08%0.09%0.09%Q2 2021Q3 20212
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20232
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
Airain ltd 220.03%0.04%0.05%Q4 2013Q1 20142
Paradigm Financial Advisors, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
FFT WEALTH MANAGEMENT LLC 110.00%0.19%0.37%Q4 2015Q2 20212
TAM Capital Management Inc. 1110.31%13.81%17.32%Q4 2018Q4 20192
PBMares Wealth Management LLC 220.06%0.06%0.06%Q4 2022Q1 20232
COASTLAND CAPITAL LLC 220.53%0.56%0.60%Q1 2016Q2 20162
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 220.08%5.25%10.42%Q3 2018Q4 20182
Gratus Capital, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Intercontinental Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
PENSECO FINANCIAL SERVICES CORP 220.52%0.53%0.54%Q2 2013Q3 20132
55I, LLC 220.01%0.01%0.02%Q2 2020Q3 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.04%0.04%Q2 2022Q3 20222
MYDA Advisors LLC 220.09%0.83%1.58%Q4 2019Q1 20202
TFS CAPITAL LLC 220.04%0.05%0.06%Q1 2016Q2 20162
Municipal Employees' Retirement System of Michigan 220.29%0.38%0.46%Q4 2018Q1 20192
Golden Green, Inc. 110.46%0.85%1.25%Q3 2023Q3 20232
Douglas C. Lane & Associates, Inc. 220.01%0.01%0.01%Q4 2013Q1 20142
SG Capital Management LLC 221.45%1.52%1.59%Q2 2022Q3 20222
PrairieView Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.04%0.08%Q3 2020Q3 20232
FrontFour Capital Group LLC 220.09%0.11%0.14%Q4 2015Q1 20162
NBT BANK N A /NY 220.04%0.05%0.05%Q2 2013Q3 20132
Bernardo Wealth Planning LLC 220.04%0.04%0.05%Q2 2020Q3 20202
BlackRock Investment Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Allred Capital Management, LLC 110.04%0.05%0.05%Q4 2019Q1 20212
NEW SOUTH CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
FSA Wealth Management LLC 220.00%0.00%0.01%Q1 2020Q2 20202
CoreCommodity Management, LLC 110.02%0.04%0.06%Q4 2018Q2 20232
Confluence Wealth Services, Inc. 110.02%0.31%0.60%Q4 2021Q2 20222
Rinet Co LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Evolution Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
Landsberg, Bennett, & Dubbaneh LLC 110.12%0.15%0.18%Q4 2018Q4 20192
PICTET ASSET MANAGEMENT LTD 220.02%0.02%0.02%Q2 2013Q3 20132
Sound View Wealth Advisors, LLC 220.06%0.07%0.07%Q4 2018Q1 20192
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20212
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
MBM Wealth Consultants, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
US FINANCIAL ADVISORS, LLC 220.06%0.07%0.07%Q4 2014Q1 20152
MCDONALD PARTNERS LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2020Q2 20212
Ulland Investment Advisors, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
Raleigh Capital Management Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
DIMENSION CAPITAL MANAGEMENT LLC 220.03%0.04%0.04%Q1 2021Q2 20212
ACT CAPITAL MANAGEMENT, LLC 221.78%1.86%1.95%Q2 2022Q3 20222
Cooper Financial Group 220.03%0.04%0.04%Q2 2023Q3 20232
Invenomic Capital Management LP 220.07%0.24%0.40%Q3 2022Q4 20222
MAPLE SECURITIES USA INC 220.02%0.05%0.08%Q1 2015Q2 20152
SteelPeak Wealth, LLC 110.01%0.01%0.02%Q4 2019Q2 20232
Timber Creek Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Cornerstone Wealth Group, LLC 220.62%0.64%0.66%Q1 2019Q2 20192
Intersect Capital LLC 220.06%0.07%0.07%Q4 2014Q1 20152
NICOLET ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Beacon Pointe Wealth Advisors, LLC 220.06%0.06%0.06%Q1 2019Q2 20192
Principle Wealth Partners LLC 110.01%0.01%0.02%Q2 2020Q3 20212
Westshore Wealth, LLC 220.12%0.14%0.16%Q1 2021Q2 20212
FNY Investment Advisers, LLC 220.00%0.03%0.06%Q4 2021Q1 20222
Bruderman Asset Management, LLC 220.06%0.06%0.06%Q4 2018Q1 20192
Sabal Trust CO 220.02%0.02%0.02%Q2 2023Q3 20232
Meristem Family Wealth, LLC 220.03%0.03%0.04%Q4 2019Q1 20202
Delap Wealth Advisory, LLC 110.15%0.15%0.16%Q1 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Cornell Pochily Investment Advisors, Inc. 110.04%0.06%0.09%Q4 2018Q2 20192
Fondren Management LP 110.37%0.51%0.66%Q1 2019Q4 20192
Acrospire Investment Management LLC 220.02%0.03%0.04%Q1 2017Q2 20172
Jane Street Holding, LLC 220.01%0.02%0.03%Q2 2013Q3 20132
F3Logic, LLC 220.04%0.08%0.12%Q1 2019Q2 20192
Rossmore Private Capital 220.03%0.03%0.03%Q2 2023Q3 20232
Astoria Portfolio Advisors LLC. 220.10%0.11%0.12%Q3 2022Q4 20222
Smart Portfolios, LLC 220.22%0.27%0.32%Q1 2022Q2 20222
Ellsworth Advisors, LLC 220.21%0.27%0.33%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Smith Affiliated Capital Corp. 220.03%0.04%0.05%Q1 2013Q2 20132
Addison Advisors LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Regis Management CO LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Personal Wealth Partners 110.00%0.00%0.00%Q2 2019Q2 20191
CastleArk Alternatives, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Third Point 110.16%0.16%0.16%Q1 2015Q1 20151
Altman Advisors, Inc. 110.29%0.29%0.29%Q4 2017Q4 20171
HOEY INVESTMENTS, INC 110.02%0.02%0.02%Q3 2023Q3 20231
STRATEGIC CAPITAL ADVISERS, INC. 110.21%0.21%0.21%Q4 2018Q4 20181
Baugh & Associates, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
STEADFAST CAPITAL MANAGEMENT LP 110.46%0.46%0.46%Q3 2017Q3 20171
Adero Partners, LLC 110.23%0.23%0.23%Q1 2020Q1 20201
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2015Q1 20151
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Virtue Capital Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
DEARBORN PARTNERS LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Marks Group Wealth Management, Inc 110.02%0.02%0.02%Q3 2021Q3 20211
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2016Q2 20161
HOHIMER WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Summit Wealth Group, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Holistic Financial Partners 110.19%0.19%0.19%Q1 2019Q1 20191
Private Wealth Strategies, L.L.C. 110.10%0.10%0.10%Q3 2022Q3 20221
Requisite Energy Fund I LP 110.07%0.07%0.07%Q4 2018Q4 20181
AFT, FORSYTH & COMPANY, INC. 110.03%0.03%0.03%Q3 2013Q3 20131
ARMSTRONG SHAW ASSOCIATES INC/CT 111.46%1.46%1.46%Q4 2015Q4 20151
NewDay Solutions, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BEAM WEALTH ADVISORS, INC. 110.08%0.08%0.08%Q2 2020Q2 20201
STEPHENS GROUP ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CENTERSQUARE INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TFG Advisers LLC 110.04%0.04%0.04%Q4 2019Q4 20191
AWM CAPITAL, LLC 110.60%0.60%0.60%Q3 2021Q3 20211
FORVIS Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AXA S.A. 110.00%0.00%0.00%Q1 2015Q1 20151
Legacy Financial Strategies, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
EVERETT HARRIS & CO /CA/ 110.00%0.00%0.00%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Geller Advisors LLC 110.14%0.14%0.14%Q3 2014Q3 20141
Cypress Wealth Services, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Beech Hill Advisors, Inc. 111.70%1.70%1.70%Q4 2015Q4 20151
Centenus Global Management, LP 110.35%0.35%0.35%Q1 2018Q1 20181
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
AM INVESTMENT STRATEGIES LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Deep Basin Capital LP 111.33%1.33%1.33%Q3 2020Q3 20201
PACES FERRY WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
WFA of San Diego, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
XTX MARKETS LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Gleason Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TEALWOOD ASSET MANAGEMENT INC 110.07%0.07%0.07%Q4 2023Q4 20231
MIZUHO MARKETS AMERICAS LLC 110.05%0.05%0.05%Q3 2023Q3 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
FWL INVESTMENT MANAGEMENT, LLC 110.36%0.36%0.36%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MCIA Inc 110.01%0.01%0.01%Q3 2017Q3 20171
Lorber David A 110.13%0.13%0.13%Q1 2016Q1 20161
SEAVIEW INVESTMENT MANAGERS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
SYMPHONY ASSET MANAGEMENT LLC 110.08%0.08%0.08%Q4 2014Q4 20141
Peak Capital Management LLC 112.15%2.15%2.15%Q1 2019Q1 20191
Jordan Park Group LLC 110.02%0.02%0.02%Q4 2018Q4 20181
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
CMG Global Holdings, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
BlueSky Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Alterity Financial Group, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Counterpoint Mutual Funds LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
IBERIABANK CORP 110.03%0.03%0.03%Q3 2017Q3 20171
TCG Advisory Services, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CYPRESS ASSET MANAGEMENT INC/TX 110.05%0.05%0.05%Q1 2015Q1 20151
DF DENT & CO INC 110.00%0.00%0.00%Q2 2020Q2 20201
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Perennial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ShoreHaven Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROTHSCHILD INVESTMENT LLC /IL 110.01%0.01%0.01%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SITTNER & NELSON, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NVWM, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Robbins Farley 110.02%0.02%0.02%Q1 2021Q1 20211
Flinton Capital Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BANK OF NOVA SCOTIA 110.04%0.04%0.04%Q4 2015Q4 20151
Glen Harbor Capital Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Meadow Creek Investment Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Rollins Financial 110.13%0.13%0.13%Q1 2023Q1 20231
WCG Wealth Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Forward Management, LLC 111.11%1.11%1.11%Q4 2016Q4 20161
SONA ASSET MANAGEMENT (US) LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Elkfork Partners LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FIFTH LANE CAPITAL, LP 110.08%0.08%0.08%Q3 2023Q3 20231
Robinson Value Management, Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
BOW STREET LLC 111.97%1.97%1.97%Q2 2014Q2 20141
Prentice Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
OFI Advisors LLC 110.04%0.04%0.04%Q1 2012Q1 20121
Guidant Wealth Advisors 110.01%0.01%0.01%Q4 2018Q4 20181
Vivaldi Capital Management LP 110.03%0.03%0.03%Q1 2020Q1 20201
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Derbend Asset Management 110.10%0.10%0.10%Q3 2023Q3 20231
Crescent Capital Consulting, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Epic Trust Investment Advisors, LLC 110.17%0.17%0.17%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
COOKSON PEIRCE & CO INC 110.01%0.01%0.01%Q3 2020Q3 20201
Intrinsic Edge Capital Management LLC 110.22%0.22%0.22%Q2 2021Q2 20211
ALPINE ASSOCIATES MANAGEMENT INC. 110.16%0.16%0.16%Q2 2016Q2 20161
TradeLink Global Equity LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Traynor Capital Management, Inc. 110.06%0.06%0.06%Q1 2016Q1 20161
Allegis Investment Advisors, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Burns Matteson Capital Management, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HERSHEY TRUST CO 110.06%0.06%0.06%Q2 2013Q2 20131
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ML & R WEALTH MANAGEMENT LLC 110.49%0.49%0.49%Q2 2023Q2 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Circle Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Diversified Investment Strategies, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
JMAC ENTERPRISES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Trinity Legacy Partners, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Eagle Strategies LLC 110.60%0.60%0.60%Q4 2021Q4 20211
AIRE ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
YARGER WEALTH STRATEGIES, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Assured Investment Management LLC 110.00%0.00%0.00%Q1 2015Q1 20151
W.G. Shaheen & Associates DBA Whitney & Co 110.02%0.02%0.02%Q3 2018Q3 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WEST MICHIGAN ADVISORS, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
Troluce Capital Advisors LLC 112.64%2.64%2.64%Q3 2023Q3 20231
Oceanic Investment Management LTD 111.46%1.46%1.46%Q4 2015Q4 20151
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Carroll Investors, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Granite Bay Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TCM Advisors, LLC 111.04%1.04%1.04%Q2 2023Q2 20231
Analyst IMS Investment Management Services Ltd. 110.05%0.05%0.05%Q4 2019Q4 20191
Lebenthal Holdings,LLC 110.05%0.05%0.05%Q2 2015Q2 20151
Key Client Fiduciary Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Westchester Capital Management, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
VSR Financial Services, Inc. 110.13%0.13%0.13%Q1 2014Q1 20141
Jeereddi Investments, LP 110.38%0.38%0.38%Q4 2022Q4 20221
ARROWGRASS CAPITAL PARTNERS (US) LP 110.11%0.11%0.11%Q1 2016Q1 20161
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Plan Group Financial, LLC 110.32%0.32%0.32%Q2 2023Q2 20231
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Global Assets Advisory, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Copeland Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Long Oar Global Investors, LLC 116.70%6.70%6.70%Q2 2014Q2 20141
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Sandell Asset Management Corp. 110.01%0.01%0.01%Q2 2015Q2 20151
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2019Q4 20191
PICTON MAHONEY ASSET MANAGEMENT 110.92%0.92%0.92%Q2 2019Q2 20191
Cornerstone Advisors, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
TCG Advisors, LP 110.08%0.08%0.08%Q2 2020Q2 20201
LBMC INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Benefit Street Partners LLC 114.26%4.26%4.26%Q4 2018Q4 20181
ICONIQ Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Segantii Capital Management Ltd 111.03%1.03%1.03%Q3 2015Q3 20151
Reliant Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
LMG Wealth Partners, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Empower Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bray Capital Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
KPP Advisory Services LLC 110.11%0.11%0.11%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
FOX RUN MANAGEMENT, L.L.C. 110.22%0.22%0.22%Q3 2016Q3 20161
Tiger Eye Capital LLC 111.17%1.17%1.17%Q2 2016Q2 20161
Strategic Advocates LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Hillview Capital Advisors, LLC 110.71%0.71%0.71%Q3 2015Q3 20151
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
PYRRHO CAPITAL MANAGEMENT, LP 112.58%2.58%2.58%Q4 2014Q4 20141
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Allen Mooney & Barnes Investment Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
S. MUOIO & CO. LLC 111.35%1.35%1.35%Q2 2016Q2 20161
KGH Ltd 110.38%0.38%0.38%Q1 2015Q1 20151
Coatue Management 110.22%0.22%0.22%Q4 2015Q4 20151
PRECEPT MANAGEMENT LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Greenwich Investment Management, Inc. 110.15%0.15%0.15%Q2 2014Q2 20141
Elite Wealth Management, Inc. 110.03%0.03%0.03%Q3 2016Q3 20161
MUHLENKAMP & CO INC 110.10%0.10%0.10%Q3 2015Q3 20151
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
DIMENSIONAL FUND ADVISORS LP 110.01%0.01%0.01%Q4 2019Q4 20191
Saltoro Capital, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RHUMBLINE ADVISERS 110.00%0.00%0.00%Q4 2022Q4 20221
HARTLINE INVESTMENT CORP/ 110.11%0.11%0.11%Q3 2014Q3 20141
NumerixS Investment Technologies Inc 110.36%0.36%0.36%Q3 2015Q3 20151
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q3 2015Q3 20151
Horizon Kinetics 110.01%0.01%0.01%Q4 2018Q4 20181
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Probabilities Fund Management, LLC 110.55%0.55%0.55%Q4 2018Q4 20181
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
361 CAPITAL LLC 110.48%0.48%0.48%Q2 2016Q2 20161
PIPER SANDLER & CO. 110.00%0.00%0.00%Q3 2019Q3 20191
SECURITY NATIONAL BANK OF SO DAK 110.14%0.14%0.14%Q2 2021Q2 20211
BARD ASSOCIATES INC 110.05%0.05%0.05%Q2 2020Q2 20201
Grisanti Capital Management LLC 110.02%0.02%0.02%Q3 2017Q3 20171
ARS Investment Partners, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
PRICE MICHAEL F 110.06%0.06%0.06%Q3 2019Q3 20191
Saratoga Research & Investment Management 110.02%0.02%0.02%Q3 2017Q3 20171
DRW Securities, LLC 110.30%0.30%0.30%Q3 2015Q3 20151
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
St. Johns Investment Management Company, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Smith, Salley & Associates 110.02%0.02%0.02%Q2 2022Q2 20221
STATE OF MICHIGAN RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2020Q1 20201
KIRR MARBACH & CO LLC /IN/ 110.52%0.52%0.52%Q3 2023Q3 20231
ACCOUNT MANAGEMENT LLC 111.70%1.70%1.70%Q3 2015Q3 20151
Sageworth Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Malaga Cove Capital, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Claren Road Asset Management, LLC 110.43%0.43%0.43%Q4 2014Q4 20141
LUZICH PARTNERS LLC 116.30%6.30%6.30%Q4 2016Q4 20161
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 112.28%2.28%2.28%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Wealthstar Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
GAMBLE JONES INVESTMENT COUNSEL 110.02%0.02%0.02%Q4 2018Q4 20181
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2022Q4 20221
TIVERTON ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
JANUS HENDERSON INVESTORS US LLC 110.02%0.02%0.02%Q2 2013Q2 20131
PVG ASSET MANAGEMENT CORP 110.37%0.37%0.37%Q3 2019Q3 20191
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
HIGHFIELDS CAPITAL MANAGEMENT LP 110.13%0.13%0.13%Q1 2016Q1 20161
Capula Management Ltd 110.01%0.01%0.01%Q1 2021Q1 20211
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
STERNE AGEE GROUP, INC. 110.10%0.10%0.10%Q1 2015Q1 20151
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
Rench Wealth Management, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
COHEN & STEERS CAPITAL MANAGEMENT INC 110.23%0.23%0.23%Q1 2015Q1 20151
MARK MORRIS ET AL 110.05%0.05%0.05%Q2 2013Q2 20131
Center Coast Capital Advisors, LP 110.00%0.00%0.00%Q4 2017Q4 20171
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Baupost Group 110.82%0.82%0.82%Q1 2020Q1 20201
St. James Investment Company, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Aristides Capital LLC 110.06%0.06%0.06%Q4 2020Q4 20201
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.04%0.04%0.04%Q1 2014Q1 20141
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q2 2022Q2 20221
JABODON PT CO 111.58%1.58%1.58%Q4 2018Q4 20181
AT Bancorp 110.11%0.11%0.11%Q1 2019Q1 20191
Chessman Wealth Strategies RIA 110.10%0.10%0.10%Q3 2018Q3 20181
Merit Investment Management, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Samjo Capital LLC 110.22%0.22%0.22%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
TIDE POINT CAPITAL MANAGEMENT, LP 111.09%1.09%1.09%Q2 2016Q2 20161
ASSET ADVISORS CORP 110.01%0.01%0.01%Q2 2013Q2 20131
Artemis Investment Management LLP 110.22%0.22%0.22%Q4 2016Q4 20161
AMARILLO NATIONAL BANK 110.03%0.03%0.03%Q3 2023Q3 20231
MCKINLEY CAPITAL MANAGEMENT LLC 110.28%0.28%0.28%Q2 2015Q2 20151
Lomas Capital Management, LLC 111.78%1.78%1.78%Q4 2019Q4 20191
Parametrica Management Ltd 110.41%0.41%0.41%Q1 2020Q1 20201
AVALON CAPITAL MANAGEMENT 110.43%0.43%0.43%Q3 2023Q3 20231
BLUESTEIN R H & CO LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Douglass Winthrop Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trellus Management Company, LLC 110.57%0.57%0.57%Q4 2015Q4 20151
BALASA DINVERNO & FOLTZ LLC 110.03%0.03%0.03%Q3 2014Q3 20141
HOWARD WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Watson Rebecca 110.04%0.04%0.04%Q2 2020Q2 20201
BlackRock Group LTD 110.00%0.00%0.00%Q2 2014Q2 20141
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Wealthfront Advisers LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Timber Hill LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Silver Bridge Capital Management LLC 110.18%0.18%0.18%Q2 2013Q2 20131
CONNORS INVESTOR SERVICES INC 110.00%0.00%0.00%Q2 2022Q2 20221
New World Advisors LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Plaisance Capital LLC 113.98%3.98%3.98%Q1 2020Q1 20201
Bell Rock Capital LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PAYDEN & RYGEL INVESTMENT GROUP 110.74%0.74%0.74%Q3 2023Q3 20231
Longbow Capital Partners, L.P. 110.96%0.96%0.96%Q3 2013Q3 20131
Soviero Asset Management, LP 111.04%1.04%1.04%Q1 2021Q1 20211
Belvedere Advisors LLC 110.23%0.23%0.23%Q1 2019Q1 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Andesa Financial Management Inc. 110.09%0.09%0.09%Q1 2019Q1 20191
SCOPUS ASSET MANAGEMENT, L.P. 110.26%0.26%0.26%Q1 2015Q1 20151
LITTLE HOUSE CAPITAL LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BINGHAM OSBORN & SCARBOROUGH LLC 110.03%0.03%0.03%Q3 2014Q3 20141
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
DELTEC ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q4 2015Q4 20151
WT Wealth Management 110.12%0.12%0.12%Q3 2023Q3 20231
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
VISTA INVESTMENT MANAGEMENT 110.07%0.07%0.07%Q2 2023Q2 20231
Keudell/Morrison Wealth Management 110.04%0.04%0.04%Q1 2020Q1 20201
Olympiad Research LP 110.13%0.13%0.13%Q4 2019Q4 20191
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Elliott Investment Management L.P. 110.84%0.84%0.84%Q2 2023Q2 20231
MATRIX ASSET ADVISORS INC/NY 110.01%0.01%0.01%Q4 2020Q4 20201
INVESTMENT ADVISORY SERVICES INC /TX /ADV 110.21%0.21%0.21%Q4 2019Q4 20191
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 110.04%0.04%0.04%Q4 2019Q4 20191
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This page lists all the filers that currently own ENERGY TRANSFER LP or have owned ENERGY TRANSFER LP in the past.