FS KKR CAP CORP shareholder history

Current and past FS KKR CAP CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 14140.00%0.00%0.01%Q2 2020Q3 202335
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.00%0.00%Q2 2020Q3 202335
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2020Q3 202320
UBS Group AG 14140.00%0.00%0.01%Q2 2020Q3 202320
CWM, LLC 1080.03%0.04%0.05%Q1 2019Q3 202318
Cutler Group LLC / CA 660.00%0.00%0.00%Q2 2022Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 14140.00%0.26%0.50%Q2 2020Q3 202315
GOLDMAN SACHS GROUP INC 14140.00%0.00%0.00%Q2 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 14140.08%0.13%0.21%Q2 2020Q3 202314
FMR LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Integrated Advisors Network LLC 14140.09%0.11%0.16%Q2 2020Q3 202314
Krilogy Financial LLC 14140.06%0.09%0.15%Q2 2020Q3 202314
Beach Point Capital Management LP 14141.58%12.23%30.01%Q2 2020Q3 202314
Harvest Investment Services, LLC 14140.10%0.60%1.25%Q2 2020Q3 202314
MCKINLEY CAPITAL MANAGEMENT LLC 14140.35%0.77%1.05%Q2 2020Q3 202314
MASSMUTUAL TRUST CO FSB/ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
BlackRock Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.08%0.26%0.57%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 14140.01%0.01%0.02%Q2 2020Q3 202314
Heritage Wealth Advisors 14140.01%0.02%0.03%Q2 2020Q3 202314
Legal & General Group Plc 14140.01%0.01%0.02%Q2 2020Q3 202314
LPL Financial LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
ACADIAN ASSET MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
LSV ASSET MANAGEMENT 14140.05%0.07%0.08%Q2 2020Q3 202314
Belpointe Asset Management LLC 14140.04%0.12%0.31%Q2 2020Q3 202314
CITIGROUP INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.03%0.04%0.06%Q2 2020Q3 202314
Invesco Ltd. 14140.00%0.00%0.01%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 14140.00%0.00%0.01%Q2 2020Q3 202314
Allworth Financial LP 14140.00%0.00%0.00%Q2 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
CALTON & ASSOCIATES, INC. 14140.04%0.17%0.64%Q2 2020Q3 202314
StrategIQ Financial Group, LLC 14140.08%0.34%0.80%Q2 2020Q3 202314
Paradigm Financial Partners, LLC 14140.24%0.63%0.94%Q2 2020Q3 202314
AlphaStar Capital Management, LLC 14140.03%0.06%0.08%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.02%0.07%0.12%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.00%0.00%Q2 2020Q3 202314
EPIQ PARTNERS, LLC 14142.04%2.39%3.08%Q2 2020Q3 202314
AE Wealth Management LLC 14140.02%0.07%0.10%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.06%0.08%0.11%Q2 2020Q3 202314
EAGLE GLOBAL ADVISORS LLC 14140.03%0.05%0.10%Q2 2020Q3 202314
Ausdal Financial Partners, Inc. 14140.13%0.22%0.34%Q2 2020Q3 202314
Callodine Capital Management, LP 14141.59%2.25%3.57%Q2 2020Q3 202314
IHT Wealth Management, LLC 14140.03%0.21%1.04%Q2 2020Q3 202314
Neuberger Berman Group LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Cetera Advisor Networks LLC 14140.06%0.08%0.12%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.02%0.04%0.06%Q2 2020Q3 202314
GREAT WEST LIFE ASSURANCE CO /CAN/ 14140.00%0.01%0.02%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.06%0.17%0.24%Q2 2020Q3 202314
OAK HILL ADVISORS LP 14148.23%16.22%25.58%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.10%0.19%0.30%Q2 2020Q3 202314
ADVISORY RESEARCH INC 14140.06%0.12%0.19%Q2 2020Q3 202314
Cooper Financial Group 14140.07%0.12%0.18%Q2 2020Q3 202314
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.00%Q2 2020Q3 202314
Muzinich & Co., Inc. 14142.81%5.72%7.45%Q2 2020Q3 202314
Merit Financial Group, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
IFG Advisory, LLC 14140.06%0.13%0.21%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.00%0.06%0.09%Q2 2020Q3 202314
Sunbelt Securities, Inc. 14140.04%0.09%0.12%Q2 2020Q3 202314
MACQUARIE GROUP LTD 14140.00%0.00%0.00%Q2 2020Q3 202314
Kohlberg Kravis Roberts & Co. L.P. 14140.03%4.82%11.78%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 14140.03%0.11%0.35%Q2 2020Q3 202314
Arete Wealth Advisors, LLC 14140.36%1.14%3.51%Q2 2020Q3 202314
MORGAN STANLEY 14140.00%0.00%0.01%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.02%0.05%0.09%Q2 2020Q3 202314
Financial Advocates Investment Management 14140.01%0.03%0.09%Q2 2020Q3 202314
DFPG INVESTMENTS, LLC 14140.07%0.24%0.35%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2020Q3 202314
Global Wealth Management Investment Advisory, Inc. 14140.05%0.11%0.17%Q2 2020Q3 202314
Prospera Financial Services Inc 14140.02%0.18%0.28%Q2 2020Q3 202314
GUGGENHEIM CAPITAL LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
VAN ECK ASSOCIATES CORP 14140.03%0.13%0.20%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 14140.14%0.23%0.34%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.01%0.04%Q2 2020Q3 202314
Cetera Advisors LLC 14140.06%0.12%0.27%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.14%0.34%0.60%Q2 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.01%0.03%0.08%Q2 2020Q3 202314
NewEdge Advisors, LLC 14140.02%0.04%0.09%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 14140.00%0.00%0.01%Q2 2020Q3 202314
Sumitomo Mitsui Trust Holdings, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
NISA INVESTMENT ADVISORS, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Mariner, LLC 14140.00%0.02%0.04%Q2 2020Q3 202314
HighTower Advisors, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Virtus ETF Advisers LLC 14140.19%0.34%0.51%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Perennial Investment Advisors, LLC 14140.21%0.32%0.54%Q2 2020Q3 202314
Creative Planning 14140.00%0.00%0.01%Q2 2020Q3 202314
Independent Advisor Alliance 14140.00%0.19%0.28%Q2 2020Q3 202314
Sound Income Strategies, LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
Kathmere Capital Management, LLC 14140.04%0.16%0.26%Q2 2020Q3 202314
OneDigital Investment Advisors LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
AdvisorNet Financial, Inc 13130.01%0.07%0.16%Q3 2020Q3 202313
Patriot Financial Group Insurance Agency, LLC 13130.06%0.11%0.15%Q3 2020Q3 202313
Cornerstone Wealth Management, LLC 1030.03%0.08%0.13%Q2 2020Q3 202313
Western Wealth Management, LLC 850.07%0.10%0.18%Q2 2020Q3 202313
Pinkerton Retirement Specialists, LLC 13130.12%0.19%0.53%Q3 2020Q3 202313
IAG Wealth Partners, LLC 1030.00%0.01%0.01%Q2 2020Q3 202313
Claybrook Capital, LLC 940.31%0.88%1.35%Q2 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.05%0.23%0.47%Q3 2020Q3 202313
Strategic Blueprint, LLC 13130.26%0.37%0.51%Q3 2020Q3 202313
Wealthcare Advisory Partners LLC 13130.02%0.06%0.11%Q3 2020Q3 202313
WealthPLAN Partners, LLC 850.37%0.50%0.70%Q2 2020Q4 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 850.22%0.42%0.67%Q2 2020Q3 202313
Sowell Financial Services LLC 13130.02%0.05%0.10%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.21%0.32%Q3 2020Q3 202313
Sigma Planning Corp 13130.02%0.06%0.09%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.08%0.10%Q3 2020Q3 202313
NORTHERN TRUST CORP 760.00%0.00%0.00%Q2 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.00%0.00%Q3 2020Q3 202313
Kistler-Tiffany Companies, LLC 13130.01%0.01%0.03%Q2 2020Q2 202313
Newbridge Financial Services Group, Inc. 13130.10%0.15%0.26%Q3 2020Q3 202313
TCW GROUP INC 1120.00%0.10%0.21%Q2 2020Q3 202313
Ellis Investment Partners, LLC 13130.41%0.99%1.26%Q3 2020Q3 202313
CONDOR CAPITAL MANAGEMENT 13130.02%0.20%0.28%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
BOKF, NA 940.00%0.01%0.01%Q2 2020Q3 202313
Bank of New York Mellon Corp 1210.00%0.00%0.00%Q2 2020Q3 202313
Keystone Financial Group 1120.12%0.20%0.33%Q2 2020Q3 202313
Global Retirement Partners, LLC 760.01%0.04%0.10%Q2 2020Q3 202313
Kalos Management, Inc. 13130.52%2.47%5.43%Q2 2020Q2 202313
Csenge Advisory Group 13130.04%0.07%0.12%Q3 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.14%0.27%0.90%Q3 2020Q3 202313
Avior Wealth Management, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kovack Advisors, Inc. 13130.03%0.10%0.23%Q3 2020Q3 202313
Sawyer & Company, Inc 13130.01%0.01%0.01%Q3 2020Q3 202313
Souders Financial Advisors 1030.06%0.17%0.36%Q2 2020Q3 202313
Element Wealth, LLC 13130.16%0.25%0.34%Q3 2020Q3 202313
GPS Wealth Strategies Group, LLC 13130.18%0.26%0.42%Q3 2020Q3 202313
ENVESTNET ASSET MANAGEMENT INC 1020.00%0.00%0.00%Q2 2020Q3 202312
MILLENNIUM MANAGEMENT LLC 750.00%0.01%0.02%Q3 2020Q3 202312
Schonfeld Strategic Advisors LLC 840.00%0.02%0.04%Q3 2020Q3 202312
Tower Research Capital LLC (TRC) 12120.00%0.00%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.14%0.23%Q4 2020Q3 202312
Advisors Asset Management, Inc. 660.00%0.02%0.06%Q2 2020Q3 202312
Prime Capital Investment Advisors, LLC 1020.03%0.17%0.65%Q3 2020Q3 202312
V Wealth Advisors LLC 1110.05%0.27%0.38%Q2 2020Q2 202312
Intrua Financial, LLC 12120.13%0.58%1.84%Q2 2020Q1 202312
TOWNSQUARE CAPITAL LLC 1020.01%0.02%0.03%Q3 2020Q3 202312
Advisory Services Network, LLC 1020.00%0.03%0.05%Q3 2020Q3 202312
Cetera Investment Advisers 12120.06%0.11%0.16%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.09%0.14%0.22%Q4 2020Q3 202312
Private Ocean, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ALPS ADVISORS INC 1020.01%0.02%0.04%Q2 2020Q3 202312
Arkadios Wealth Advisors 12120.13%0.33%0.45%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.30%0.41%0.52%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 1020.05%0.07%0.13%Q2 2020Q2 202312
Octavia Wealth Advisors, LLC 12120.07%0.18%0.29%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.05%0.10%Q4 2020Q3 202312
Cerity Partners LLC 12120.00%0.01%0.02%Q3 2020Q2 202312
Flagship Private Wealth, LLC 12120.85%1.13%1.53%Q4 2020Q3 202312
ALLIANCEBERNSTEIN L.P. 11110.00%0.00%0.00%Q2 2020Q4 202211
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.01%0.02%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 1010.00%0.00%0.00%Q4 2020Q3 202311
Destiny Wealth Partners, LLC 920.01%0.02%0.06%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.06%0.08%Q1 2021Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
LEVEL FOUR ADVISORY SERVICES, LLC 1010.01%0.02%0.04%Q2 2020Q3 202311
Foresight Wealth Management, LLC 11110.12%2.04%4.02%Q2 2020Q4 202211
GP Brinson Investments LLC 11113.97%5.98%7.99%Q2 2021Q4 202311
Integrated Wealth Concepts LLC 11110.01%0.03%0.07%Q1 2021Q3 202311
MCF Advisors LLC 720.00%0.00%0.00%Q2 2020Q3 202311
VICTORY CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q2 2020Q4 202211
MACKENZIE FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q2 2020Q2 202311
Orion Portfolio Solutions, LLC 1010.01%0.02%0.02%Q2 2020Q3 202311
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
CENTAURUS FINANCIAL, INC. 11110.03%0.28%0.34%Q1 2021Q3 202311
Trust Co 11110.01%0.01%0.02%Q1 2021Q3 202311
TWO SIGMA INVESTMENTS, LP 610.00%0.02%0.04%Q2 2020Q3 202311
Inspire Advisors, LLC 830.06%0.68%1.72%Q4 2020Q3 202311
JPMORGAN CHASE & CO 910.00%0.00%0.00%Q2 2020Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
F3Logic, LLC 11110.03%0.49%0.80%Q2 2020Q4 202211
Mirae Asset Global Investments Co., Ltd. 830.00%0.00%0.00%Q2 2020Q3 202311
Symphony Financial, Ltd. Co. 11110.13%0.17%0.24%Q1 2021Q3 202311
DnB Asset Management AS 11110.01%0.01%0.02%Q2 2021Q4 202311
Retirement Group, LLC 520.01%0.03%0.09%Q2 2020Q3 202311
Principal Street Partners, LLC 1010.10%0.11%0.16%Q3 2020Q3 202311
JB CAPITAL PARTNERS LP 11110.15%0.18%0.20%Q1 2021Q3 202311
RMB Capital Management, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Concentrum Wealth Management 10100.21%0.26%0.30%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.36%0.41%0.46%Q1 2021Q3 202310
NVWM, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Apella Capital, LLC 730.02%0.04%0.07%Q2 2021Q4 202310
Bison Wealth, LLC 10100.08%0.15%0.22%Q2 2021Q3 202310
SeaCrest Wealth Management, LLC 10100.03%0.07%0.10%Q2 2021Q3 202310
Beacon Financial Advisory LLC 10100.58%0.68%0.73%Q2 2021Q3 202310
American Portfolios Advisors 10100.01%0.03%0.05%Q2 2020Q3 202210
FinTrust Capital Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
NICOLET ADVISORY SERVICES, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
SOA Wealth Advisors, LLC. 10100.01%0.01%0.01%Q2 2021Q3 202310
Rehmann Capital Advisory Group 10100.06%0.08%0.14%Q2 2021Q3 202310
Marquette Asset Management, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.17%0.23%0.30%Q2 2021Q3 202310
Wealthstar Advisors, LLC 10100.57%0.65%0.72%Q2 2021Q3 202310
Qube Research & Technologies Ltd 510.00%0.01%0.02%Q4 2020Q3 202310
BDO Wealth Advisors, LLC 10100.01%0.03%0.06%Q1 2021Q2 202310
Aspire Private Capital, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
MCIA Inc 10100.13%0.17%0.25%Q2 2021Q3 202310
SIGNATUREFD, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Aurora Private Wealth, Inc. 810.08%0.20%0.35%Q2 2020Q3 202310
Keeley-Teton Advisors, LLC 10100.07%0.08%0.10%Q2 2021Q3 202310
Brookstone Capital Management 10100.01%0.02%0.04%Q2 2021Q3 202310
FIRST NATIONAL TRUST CO 10100.04%0.05%0.06%Q2 2021Q3 202310
Diligent Investors, LLC 10100.09%0.38%0.51%Q2 2021Q3 202310
BCS Wealth Management 710.09%0.11%0.16%Q2 2020Q3 202310
Bulldog Investors, LLP 10100.39%1.14%1.70%Q2 2021Q3 202310
River Road Asset Management, LLC 10100.20%0.40%0.52%Q2 2021Q3 202310
CFO4Life Group, LLC 10100.10%0.13%0.20%Q2 2021Q3 202310
Greenwich Investment Management, Inc. 821.58%2.13%2.39%Q2 2020Q3 202310
NewSquare Capital LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
SFMG, LLC 10100.43%0.52%0.67%Q2 2021Q3 202310
INVESTMENT HOUSE LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Highlander Capital Management, LLC 10100.04%0.38%0.49%Q2 2021Q3 202310
ASSETMARK, INC 730.00%0.00%0.00%Q1 2021Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.03%0.04%0.05%Q2 2021Q3 202310
QUADRANT CAPITAL GROUP LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
1832 Asset Management L.P. 10100.00%0.04%0.06%Q2 2021Q3 202310
Sanctuary Wealth Management, L.L.C. 710.35%0.44%0.60%Q1 2010Q3 202310
IMA Wealth, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
MONECO Advisors, LLC 10100.09%0.13%0.18%Q2 2021Q3 202310
Aries Wealth Management 640.15%0.18%0.23%Q1 2021Q3 202310
Castle Rock Wealth Management, LLC 10100.29%0.81%1.62%Q2 2021Q3 202310
IFP Advisors, Inc 730.02%0.04%0.08%Q2 2020Q3 202310
Savant Capital, LLC 10100.01%0.03%0.09%Q2 2021Q3 202310
CAHABA WEALTH MANAGEMENT, INC. 10100.03%0.03%0.04%Q2 2021Q3 202310
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q1 2021Q2 202310
Continuum Advisory, LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10100.04%0.06%0.10%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Hexagon Capital Partners LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Johnson Midwest Financial, LLC 10100.78%2.44%5.14%Q2 2021Q3 202310
McIlrath & Eck, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Pinnacle Family Advisors, LLC 10100.12%0.17%0.26%Q2 2021Q3 202310
ARES MANAGEMENT LLC 10100.24%0.67%1.48%Q2 2021Q3 202310
Pinnacle Wealth Planning Services, Inc. 10100.44%0.92%1.30%Q2 2021Q3 202310
Gradient Investments LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Sovereign Financial Group, Inc. 10100.09%0.13%0.17%Q1 2021Q2 202310
Biechele Royce Advisors 10100.08%0.21%0.43%Q2 2021Q3 202310
Acorn Wealth Advisors, LLC 990.18%0.43%0.52%Q3 2021Q3 20239
Capital Asset Advisory Services LLC 540.01%0.04%0.07%Q2 2021Q3 20239
Asset Dedication, LLC 540.00%0.00%0.01%Q2 2021Q3 20239
Advisors Capital Management, LLC 630.01%0.02%0.05%Q3 2020Q3 20239
Cubist Systematic Strategies, LLC 210.00%0.01%0.01%Q2 2020Q3 20239
Fountainhead AM, LLC 991.69%2.74%4.02%Q3 2021Q3 20239
D. E. Shaw & Co., Inc. 510.00%0.01%0.02%Q2 2020Q3 20239
TWO SIGMA ADVISERS, LP 410.00%0.01%0.03%Q2 2020Q3 20239
Castleview Partners, LLC 810.36%0.65%0.87%Q2 2021Q3 20239
Beacon Capital Management, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Quantbot Technologies LP 720.00%0.06%0.12%Q4 2020Q3 20239
BARD ASSOCIATES INC 991.15%1.36%1.51%Q3 2021Q3 20239
STIFEL FINANCIAL CORP 990.00%0.00%0.01%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.26%0.30%0.40%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
PFG Advisors 540.02%0.16%0.27%Q2 2021Q3 20239
N.E.W. Advisory Services LLC 630.04%0.04%0.05%Q2 2021Q3 20239
abrdn plc 810.00%0.01%0.02%Q2 2020Q3 20239
WEDBUSH SECURITIES INC 990.01%0.03%0.04%Q3 2021Q3 20239
PSI Advisors, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
TORONTO DOMINION BANK 990.00%0.00%0.00%Q3 2021Q3 20239
Bickling Financial Services, Inc. 990.16%0.21%0.25%Q4 2020Q4 20229
Dean, Jacobson Financial Services, LLC 880.24%7.76%23.43%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 880.46%0.59%1.10%Q4 2021Q3 20238
FirstPurpose Wealth LLC 881.13%1.74%2.93%Q4 2021Q3 20238
Carmel Capital Partners, LLC 880.12%0.21%0.33%Q4 2021Q3 20238
Anfield Capital Management, LLC 880.09%0.11%0.15%Q4 2021Q3 20238
Disciplined Investments, LLC 710.00%0.02%0.03%Q3 2020Q4 20228
Center for Financial Planning, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
MBM Wealth Consultants, LLC 880.05%0.31%0.86%Q2 2021Q1 20238
HB Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
PAX Financial Group, LLC 530.14%0.14%0.15%Q2 2021Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Apeiron RIA LLC 880.04%0.27%0.44%Q4 2021Q3 20238
COMERICA BANK 620.00%0.01%0.01%Q3 2021Q3 20238
Integrity Financial Corp /WA 881.81%4.31%7.17%Q4 2021Q3 20238
Soltis Investment Advisors LLC 880.02%0.04%0.05%Q2 2021Q1 20238
Endowment Wealth Management, Inc. 881.48%1.71%1.83%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.46%0.64%0.85%Q4 2021Q3 20238
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 880.00%0.00%0.00%Q4 2021Q3 20238
Community Bank, N.A. 880.00%0.00%0.00%Q2 2021Q1 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.00%0.00%0.00%Q2 2020Q1 20228
RE Dickinson Investment Advisors, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Jump Financial, LLC 420.01%0.08%0.27%Q2 2021Q3 20238
Paladin Advisory Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.24%0.30%0.36%Q4 2021Q3 20238
Barber Financial Group, Inc. 880.99%1.29%1.81%Q2 2021Q1 20238
Investmark Advisory Group LLC 881.14%1.38%1.79%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.19%0.33%0.50%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q2 2021Q1 20238
Smallwood Wealth Investment Management, LLC 880.38%0.45%0.58%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.12%0.17%0.20%Q3 2020Q3 20228
Stephens Consulting, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Mason & Associates Inc 880.20%0.22%0.26%Q4 2021Q3 20238
Rise Advisors, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
Regal Investment Advisors LLC 510.02%0.03%0.04%Q2 2020Q3 20237
CONFLUENCE INVESTMENT MANAGEMENT LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.05%0.08%0.11%Q1 2022Q3 20237
Kingfisher Capital LLC 770.34%1.24%2.14%Q2 2021Q4 20227
Atria Wealth Solutions, Inc. 770.02%0.04%0.05%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.11%0.28%Q1 2021Q4 20227
Plante Moran Financial Advisors, LLC 770.00%0.01%0.02%Q3 2020Q1 20227
Flaharty Asset Management, LLC 610.01%0.10%0.19%Q4 2020Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.02%Q4 2021Q3 20237
GRIES FINANCIAL LLC 520.08%0.21%0.54%Q4 2021Q3 20237
Strong Tower Advisory Services 777.99%9.44%10.64%Q1 2022Q3 20237
Bramshill Investments, LLC 770.08%0.16%0.36%Q1 2022Q3 20237
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
HighPoint Advisor Group LLC 610.21%0.41%0.64%Q2 2020Q2 20227
PIN OAK INVESTMENT ADVISORS INC 520.00%0.14%0.31%Q2 2020Q3 20237
LexAurum Advisors, LLC 770.27%0.32%0.39%Q1 2022Q3 20237
O'Dell Group, LLC 610.03%0.07%0.09%Q2 2021Q2 20237
RFG Advisory, LLC 770.06%0.08%0.12%Q1 2022Q3 20237
Sargent Bickham Lagudis LLC 520.00%0.00%0.00%Q4 2018Q3 20207
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 770.53%10.99%21.55%Q4 2021Q2 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.10%0.14%0.23%Q1 2022Q3 20237
Apollon Wealth Management, LLC 770.08%0.11%0.20%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
Sutton Wealth Advisors Inc. 770.00%0.01%0.01%Q4 2018Q2 20207
ICA Group Wealth Management, LLC 770.18%0.35%0.59%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 771.12%1.20%1.27%Q1 2022Q3 20237
BARCLAYS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
Capital Analysts, LLC 770.01%0.03%0.05%Q2 2021Q4 20227
CreativeOne Wealth, LLC 520.01%0.01%0.02%Q2 2021Q2 20237
Tyler-Stone Wealth Management 520.06%0.17%0.40%Q4 2021Q3 20237
ExodusPoint Capital Management, LP 410.00%0.01%0.02%Q3 2020Q2 20237
Capital Advisors, Ltd. LLC 770.01%0.03%0.04%Q1 2022Q3 20237
Alamar Capital Management, LLC 770.17%0.26%0.33%Q4 2021Q2 20237
ROMAN BUTLER FULLERTON & CO 770.11%0.12%0.14%Q1 2022Q3 20237
RHUMBLINE ADVISERS 770.00%0.00%0.00%Q2 2021Q4 20227
SILVER OAK SECURITIES, INCORPORATED 770.09%0.11%0.14%Q1 2022Q3 20237
OLD NATIONAL BANCORP /IN/ 770.01%0.01%0.01%Q1 2022Q3 20237
EMC Capital Management 770.03%0.13%0.17%Q1 2022Q3 20237
STRATEGIC WEALTH MANAGEMENT INC 770.76%2.22%3.56%Q2 2020Q4 20217
Larson Financial Group LLC 610.00%0.14%0.22%Q3 2021Q3 20237
VICUS CAPITAL 660.04%0.04%0.06%Q2 2021Q3 20226
Jaffetilchin Investment Partners, LLC 660.03%0.07%0.13%Q2 2022Q3 20236
New Millennium Group LLC 660.04%0.04%0.04%Q2 2022Q3 20236
Semmax Financial Advisors Inc. 510.01%0.02%0.02%Q4 2021Q3 20236
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 660.04%0.07%0.10%Q2 2021Q3 20226
ETFIDEA, LLC 660.14%0.15%0.16%Q2 2022Q3 20236
McAdam, LLC 410.02%0.02%0.02%Q2 2021Q3 20236
Personal Capital Advisors Corp 660.00%0.00%0.00%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.06%0.06%0.08%Q2 2022Q3 20236
Foundations Investment Advisors, LLC 660.01%0.01%0.01%Q2 2021Q3 20226
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q2 2020Q3 20236
Atria Investments, Inc 330.03%0.03%0.05%Q2 2021Q4 20226
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.03%0.04%0.06%Q2 2020Q3 20216
Householder Group Estate & Retirement Specialist, LLC 414.39%4.87%5.52%Q4 2021Q3 20236
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Dynamic Technology Lab Private Ltd 210.03%0.06%0.08%Q4 2020Q3 20236
Janney Montgomery Scott LLC 660.00%0.00%0.00%Q2 2022Q3 20236
WCG Wealth Advisors LLC 660.06%0.09%0.18%Q2 2022Q3 20236
Clarity Financial LLC 660.04%0.05%0.10%Q4 2020Q1 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CIBC Asset Management Inc 660.00%0.00%0.00%Q2 2021Q3 20226
ACG Wealth 660.30%0.37%0.46%Q2 2021Q3 20226
Ironwood Financial, llc 660.01%0.01%0.01%Q2 2020Q3 20216
Midwest Wealth Management Inc. 660.70%1.01%1.26%Q4 2020Q1 20226
NEXT Financial Group, Inc 660.00%0.01%0.01%Q3 2020Q4 20216
Aquatic Capital Management LLC 420.00%0.02%0.07%Q1 2022Q3 20236
Ameritas Investment Partners, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
FOUNDERS FINANCIAL SECURITIES LLC 660.16%0.43%0.54%Q2 2022Q3 20236
Edge Wealth Management LLC 660.00%0.01%0.02%Q3 2020Q4 20216
Ranch Capital Advisors Inc. 660.00%0.00%0.00%Q2 2020Q3 20216
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q2 2021Q3 20226
Petix & Botte Co 420.10%0.16%0.24%Q2 2021Q3 20236
WEST MICHIGAN ADVISORS, LLC 663.04%4.02%4.63%Q4 2021Q1 20236
Pearl River Capital, LLC 510.05%0.12%0.22%Q4 2021Q3 20236
Point72 Asset Management, L.P. 550.00%0.01%0.01%Q2 2022Q2 20236
Seven Springs Wealth Group, LLC 660.85%1.13%1.32%Q2 2021Q3 20226
BALDWIN BROTHERS LLC/MA 660.01%0.01%0.01%Q3 2022Q4 20236
WELLINGTON MANAGEMENT GROUP LLP 660.00%0.01%0.01%Q4 2021Q1 20236
Frontier Wealth Management LLC 510.01%0.24%0.39%Q4 2020Q2 20226
AMUSSEN HUNSAKER ASSOCIATES LLC 510.01%0.16%0.22%Q3 2020Q3 20236
CENTRAL TRUST Co 210.00%0.00%0.00%Q3 2020Q3 20236
NOMURA ASSET MANAGEMENT CO LTD 660.00%0.00%0.00%Q2 2022Q3 20236
Van Hulzen Asset Management, LLC 660.02%0.03%0.03%Q2 2021Q3 20226
Jacobi Capital Management LLC 660.00%0.01%0.01%Q2 2020Q3 20216
BerganKDV Wealth Management, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Worth Asset Management, LLC 660.01%0.02%0.03%Q1 2022Q2 20236
Sepio Capital, LP 660.02%0.03%0.03%Q2 2020Q3 20216
Gillson Capital LP 660.17%0.24%0.32%Q1 2021Q2 20226
ALTERNA WEALTH MANAGEMENT, INC 420.20%0.27%0.37%Q2 2020Q2 20236
Claraphi Advisory Network, LLC 660.08%0.17%0.24%Q1 2021Q2 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
FAS Wealth Partners, Inc. 410.02%0.02%0.04%Q2 2021Q3 20225
M Holdings Securities, Inc. 410.02%0.03%0.04%Q2 2021Q1 20235
DARK FOREST CAPITAL MANAGEMENT LP 320.02%0.04%0.06%Q3 2021Q3 20235
Golden State Wealth Management, LLC 410.03%0.34%0.74%Q3 2020Q1 20225
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
Pinnacle Bancorp, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
PUTNAM INVESTMENTS LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WEALTH EFFECTS LLC 550.27%0.30%0.36%Q3 2022Q3 20235
Cordasco Financial Network 550.00%0.01%0.01%Q2 2021Q2 20225
KNOTT DAVID M 411.60%2.79%3.35%Q2 2020Q3 20215
Legend Financial Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Alliance Wealth Advisors, LLC 410.17%0.22%0.29%Q2 2021Q3 20235
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 550.00%0.00%0.00%Q2 2020Q2 20215
AIGEN INVESTMENT MANAGEMENT, LP 410.03%0.08%0.16%Q2 2020Q2 20235
Fortress Wealth Group, LLC 550.31%0.45%0.65%Q2 2021Q2 20225
Trexquant Investment LP 110.02%0.03%0.06%Q3 2020Q1 20235
Cresset Asset Management, LLC 210.00%0.00%0.01%Q1 2021Q3 20235
JANUS HENDERSON GROUP PLC 550.00%0.00%0.01%Q2 2022Q2 20235
Fisher Asset Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Johnson Financial Group, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Fortitude Advisory Group L.L.C. 550.17%0.26%0.32%Q4 2021Q4 20225
CAXTON ASSOCIATES LP 310.02%0.04%0.07%Q2 2020Q4 20225
Ulrich Consultants & Investment Group, LLC 551.85%3.40%6.22%Q2 2022Q2 20235
Gerber Kawasaki Wealth & Investment Management 410.01%0.06%0.09%Q3 2021Q3 20235
Meridian Wealth Management, LLC 550.02%0.04%0.06%Q3 2022Q3 20235
Concorde Asset Management, LLC 210.16%0.21%0.26%Q2 2021Q4 20225
OneAscent Financial Services LLC 410.06%0.25%0.54%Q2 2022Q3 20235
All Season Financial Advisors, Inc. 550.31%0.37%0.50%Q1 2022Q1 20235
Alberta Investment Management Corp 550.01%0.01%0.01%Q3 2022Q3 20235
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.01%0.02%Q1 2021Q2 20235
Lake Point Wealth Management 550.04%0.04%0.05%Q2 2021Q2 20225
BROWN ADVISORY INC 550.00%0.00%0.00%Q3 2022Q3 20235
EXCHANGE TRADED CONCEPTS, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Deer Park Road Corp 550.09%0.42%0.77%Q2 2022Q2 20235
CAPTRUST FINANCIAL ADVISORS 550.02%0.02%0.02%Q3 2022Q3 20235
PVG ASSET MANAGEMENT CORP 211.14%1.40%1.75%Q2 2021Q2 20235
Almitas Capital LLC 210.38%2.94%6.48%Q3 2020Q4 20225
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 550.02%0.02%0.02%Q3 2020Q3 20215
Brinker Capital Investments, LLC 550.01%0.02%0.04%Q4 2021Q4 20225
Charter Oak Capital Management, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.03%0.05%0.08%Q2 2020Q2 20215
Squarepoint Ops LLC 210.00%0.00%0.00%Q2 2021Q1 20235
Pensionmark Financial Group, LLC 550.05%0.05%0.05%Q2 2021Q2 20225
NorthRock Partners, LLC 550.02%0.31%0.52%Q3 2020Q3 20215
360 Financial, Inc. 550.20%0.30%0.42%Q3 2022Q3 20235
Dorsey & Whitney Trust CO LLC 440.02%0.03%0.03%Q1 2022Q4 20224
Greenland Capital Management LP 440.08%0.12%0.14%Q4 2022Q3 20234
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q3 2020Q3 20214
BASSO CAPITAL MANAGEMENT, L.P. 441.20%1.33%1.46%Q4 2022Q3 20234
CLEAR STREET MARKETS LLC 110.00%0.00%0.01%Q4 2021Q3 20234
TruWealth Advisors, LLC 440.02%0.04%0.06%Q2 2021Q1 20224
MARSHALL WACE, LLP 210.00%0.00%0.01%Q2 2021Q3 20234
Farther Finance Advisors, LLC 440.06%0.10%0.13%Q4 2022Q3 20234
TITLEIST CAPITAL, LLC 440.05%0.07%0.09%Q4 2021Q3 20224
CIC Wealth, LLC 440.23%0.25%0.26%Q4 2022Q3 20234
Eudaimonia Partners, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
SageView Advisory Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
James Reed Financial Services, Inc. 440.31%0.39%0.43%Q4 2021Q3 20224
Professional Financial Advisors, LLC 310.01%0.01%0.02%Q4 2020Q1 20224
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.51%0.53%0.56%Q4 2022Q3 20234
Barnett & Company, Inc. 440.02%0.02%0.02%Q2 2020Q1 20214
Mill Creek Capital Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
TCI Wealth Advisors, Inc. 310.00%0.01%0.01%Q2 2021Q3 20224
Blackstone Inc. 440.00%0.27%1.06%Q2 2020Q1 20214
Y-Intercept (Hong Kong) Ltd 220.04%0.06%0.07%Q3 2022Q3 20234
BOS Asset Management, LLC 440.46%0.49%0.50%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 440.08%0.09%0.11%Q1 2021Q4 20214
RIVERNORTH CAPITAL MANAGEMENT, LLC 440.47%0.62%0.92%Q2 2022Q1 20234
Lindbrook Capital, LLC 440.00%0.01%0.01%Q2 2022Q1 20234
KINGS POINT CAPITAL MANAGEMENT 440.01%0.01%0.01%Q2 2020Q1 20214
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q2 2020Q3 20234
Coppell Advisory Solutions LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Measured Wealth Private Client Group, LLC 440.11%0.18%0.26%Q4 2022Q3 20234
MADISON WEALTH MANAGEMENT 440.12%0.24%0.34%Q4 2022Q3 20234
Verition Fund Management LLC 210.00%0.01%0.01%Q2 2021Q1 20234
Ascendant Capital Management, LLC 440.53%0.82%1.06%Q1 2021Q4 20214
Twin Tree Management, LP 440.00%0.00%0.01%Q1 2022Q4 20224
RETIREMENT FINANCIAL SOLUTIONS, LLC 440.17%0.42%0.70%Q4 2022Q3 20234
Virtu Financial LLC 110.02%0.05%0.08%Q2 2020Q2 20234
4J Wealth Management LLC 440.18%0.20%0.21%Q2 2021Q1 20224
GeoWealth Management, LLC 440.02%0.03%0.04%Q2 2021Q1 20224
Sentinus, LLC 441.93%2.43%2.88%Q3 2022Q2 20234
Perennial Advisors, LLC 310.00%0.00%0.01%Q2 2020Q2 20214
Cornerstone Wealth Group, LLC 220.04%0.05%0.06%Q2 2020Q3 20214
Mendota Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Good Life Advisors, LLC 210.02%0.04%0.06%Q3 2021Q2 20234
Quarry LP 440.00%0.01%0.01%Q4 2022Q3 20234
Fairhaven Wealth Management, LLC 440.09%0.10%0.10%Q2 2021Q1 20224
Private Capital Group, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
Dalton Investments LLC 440.26%0.88%1.37%Q2 2020Q1 20214
BI Asset Management Fondsmaeglerselskab A/S 440.04%0.04%0.05%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q2 2021Q1 20224
Lloyd Advisory Services, LLC. 440.01%0.02%0.02%Q2 2021Q1 20224
Avion Wealth 440.00%0.01%0.01%Q2 2020Q1 20214
Adams Asset Advisors, LLC 440.26%0.30%0.35%Q4 2022Q3 20234
Canton Hathaway, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Advisor Resource Council 110.06%0.08%0.09%Q2 2021Q1 20234
Sterling Group Wealth Management, LLC 440.41%1.10%1.53%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.14%0.16%0.20%Q4 2022Q3 20234
MANCHESTER FINANCIAL INC 440.02%0.02%0.02%Q2 2020Q1 20214
DigitalBridge Group, Inc. 220.10%0.16%0.22%Q3 2021Q2 20234
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.01%0.01%Q2 2021Q3 20234
KM Capital Management Ltd. 440.42%0.48%0.53%Q4 2022Q3 20234
Perigon Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2021Q2 20224
Founders Capital Management 440.00%0.00%0.00%Q4 2020Q3 20214
BREITER CAPITAL MANAGEMENT INC 440.16%0.18%0.20%Q2 2021Q1 20224
DRIVE WEALTH MANAGEMENT, LLC 442.39%2.63%2.96%Q4 2022Q3 20234
Gladstone Institutional Advisory LLC 310.02%0.03%0.05%Q2 2021Q2 20224
Hudock, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
Knott David M Jr 220.10%0.74%1.38%Q4 2021Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.01%0.01%Q4 2022Q3 20234
55I, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
GSA CAPITAL PARTNERS LLP 220.03%0.09%0.12%Q3 2021Q3 20234
PRW Wealth Management LLC 440.60%0.65%0.70%Q3 2021Q2 20224
VitalStone Financial, LLC 440.10%0.13%0.22%Q4 2022Q3 20234
RITHOLTZ WEALTH MANAGEMENT 210.02%0.02%0.02%Q2 2021Q1 20223
Quadrature Capital Ltd 210.01%0.02%0.05%Q1 2021Q1 20223
HC FINANCIAL ADVISORS INC 330.01%0.02%0.02%Q2 2021Q4 20213
FJ Capital Management LLC 110.09%0.11%0.13%Q1 2021Q1 20223
Legacy Capital Group California, Inc. 331.38%1.47%1.54%Q1 2023Q3 20233
DEUTSCHE BANK AG\ 210.00%0.00%0.00%Q4 2020Q3 20213
Benefit Street Partners LLC 330.51%0.57%0.61%Q2 2021Q4 20213
400 Capital Management LLC 330.02%0.20%0.51%Q4 2021Q2 20223
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.03%Q1 2022Q4 20223
BENJAMIN EDWARDS INC 330.08%0.11%0.16%Q3 2021Q1 20223
Richard W. Paul & Associates, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Geller Advisors LLC 330.07%0.07%0.08%Q3 2021Q1 20223
Atlas Private Wealth Management, LLC 330.02%0.03%0.03%Q3 2020Q1 20213
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2020Q3 20233
BANQUE PICTET & CIE SA 330.00%0.00%0.00%Q2 2022Q4 20223
Freedom Investment Management, Inc. 210.03%0.04%0.04%Q4 2022Q3 20233
Millington Financial Advisors, LLC 330.18%0.18%0.19%Q4 2022Q2 20233
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
WealthPlan Investment Management, LLC 210.36%0.38%0.40%Q1 2022Q4 20223
GraniteShares Advisors LLC 331.32%1.41%1.52%Q1 2023Q3 20233
TRUE Private Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Hilton Capital Management, LLC 330.99%1.10%1.25%Q3 2021Q1 20223
Buck Wealth Strategies, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Gotham Asset Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Annapolis Financial Services, LLC 330.01%0.01%0.02%Q2 2021Q4 20213
ProShare Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2020Q3 20233
NTB Financial Corp 330.36%0.39%0.40%Q4 2021Q2 20223
Winthrop Advisory Group LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Trilogy Capital Inc. 330.06%0.06%0.07%Q2 2021Q4 20213
NOMURA HOLDINGS INC 110.01%0.04%0.08%Q2 2022Q4 20223
Corient Private Wealth LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Blue Chip Partners, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Golden Green, Inc. 331.30%1.33%1.36%Q1 2023Q3 20233
M&T BANK CORP 330.00%0.00%0.00%Q2 2022Q4 20223
Waterloo Capital, L.P. 330.55%0.57%0.61%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 210.01%0.01%0.02%Q3 2022Q3 20233
Lebenthal Global Advisors, LLC 330.14%0.18%0.22%Q2 2021Q4 20213
PFG Investments, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
OneAscent Wealth Management LLC 110.12%0.23%0.42%Q1 2022Q3 20233
Ameritas Advisory Services, LLC 210.00%0.01%0.01%Q4 2021Q1 20233
FIRST COMMUNITY TRUST NA 330.08%0.09%0.10%Q4 2021Q2 20223
Blueshift Asset Management, LLC 110.03%0.04%0.05%Q1 2021Q3 20223
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Financial Gravity Asset Management, Inc. 210.00%0.03%0.06%Q3 2022Q2 20233
Strategic Financial Concepts, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
MQS Management LLC 210.27%0.34%0.40%Q3 2022Q2 20233
Capital Advisory Group Advisory Services, LLC 210.02%0.03%0.03%Q2 2021Q1 20223
Paloma Partners Management Co 330.00%0.01%0.01%Q4 2020Q2 20213
Icon Wealth Partners, LLC 330.22%0.25%0.28%Q1 2023Q3 20233
HWG Holdings LP 210.02%0.04%0.05%Q1 2022Q4 20223
Vident Investment Advisory, LLC 210.02%0.04%0.07%Q4 2021Q4 20223
Venturi Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Pictet North America Advisors SA 330.03%0.04%0.04%Q2 2022Q4 20223
Bay Harbor Wealth Management, LLC 330.02%0.02%0.02%Q2 2020Q4 20203
OPPENHEIMER & CO INC 330.01%0.02%0.02%Q3 2021Q1 20223
Quantamental Technologies LLC 210.07%0.09%0.10%Q3 2022Q2 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
Voya Financial Advisors, Inc. 330.02%0.02%0.02%Q2 2020Q4 20203
Global Trust Asset Management, LLC 330.06%0.12%0.17%Q1 2021Q3 20213
Financial Advisors Network, Inc. 220.06%0.08%0.11%Q3 2021Q4 20212
FineMark National Bank & Trust 220.02%0.02%0.02%Q4 2022Q1 20232
LGL PARTNERS, LLC 220.73%0.75%0.77%Q2 2023Q3 20232
TUDOR INVESTMENT CORP ET AL 220.04%0.07%0.10%Q2 2023Q3 20232
Independence Bank of Kentucky 220.02%0.02%0.02%Q2 2023Q3 20232
Coppell Advisory Solutions Corp. 220.08%0.08%0.08%Q4 2022Q1 20232
SVB WEALTH LLC 220.00%0.00%0.01%Q2 2023Q3 20232
HST Ventures, LLC 222.05%3.44%4.84%Q4 2021Q1 20222
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q1 2023Q2 20232
SHUFRO ROSE & CO LLC 221.94%2.05%2.15%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.04%0.04%0.05%Q4 2022Q2 20232
Portside Wealth Group, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
SHELTON CAPITAL MANAGEMENT 220.02%0.02%0.02%Q2 2021Q3 20212
Quantedge Capital Pte Ltd 220.15%0.15%0.15%Q2 2021Q3 20212
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Walleye Trading LLC 110.00%0.00%0.00%Q1 2021Q3 20232
PEAK6 Investments LLC 110.00%0.00%0.00%Q3 2020Q1 20222
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2022Q2 20222
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2022Q2 20232
Gallagher Fiduciary Advisors, LLC 220.14%0.16%0.18%Q1 2023Q2 20232
Campbell & CO Investment Adviser LLC 220.11%0.12%0.12%Q2 2023Q3 20232
SEVEN EIGHT CAPITAL, LP 110.08%0.09%0.10%Q3 2021Q1 20222
Fulcrum Equity Management 220.15%0.16%0.16%Q2 2021Q3 20212
Atom Investors LP 110.13%0.25%0.37%Q3 2021Q1 20222
CX Institutional 110.02%0.02%0.02%Q3 2021Q2 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.01%0.03%0.06%Q2 2023Q3 20232
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q4 20202
Corbenic Partners LLC 220.00%0.00%0.01%Q4 2020Q1 20212
MGO ONE SEVEN LLC 110.01%0.02%0.04%Q3 2022Q3 20232
Planned Solutions, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
First Allied Advisory Services, Inc. 220.13%0.14%0.15%Q2 2020Q3 20202
Cascadia Advisory Services, LLC 220.07%0.08%0.10%Q2 2021Q3 20212
FULTON BANK, N.A. 220.01%0.01%0.02%Q3 2023Q4 20232
Wealth Management Solutions, LLC 220.26%0.27%0.28%Q4 2021Q1 20222
NATIXIS ADVISORS, L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
CVA Family Office, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Alpha Cubed Investments, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
PANORAMIC INVESTMENT ADVISORS, LLC 110.45%0.46%0.47%Q4 2022Q3 20232
Lenox Wealth Advisors, LLC 110.00%0.00%0.01%Q3 2020Q4 20212
West Family Investments, Inc. 220.06%1.18%2.31%Q3 2020Q4 20202
RESOURCE AMERICA, INC. 225.95%8.15%10.35%Q2 2020Q3 20202
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 220.04%0.04%0.04%Q2 2021Q3 20212
Activest Wealth Management 220.44%0.53%0.63%Q2 2023Q3 20232
Bayesian Capital Management, LP 220.05%0.07%0.08%Q1 2022Q2 20222
GoalVest Advisory LLC 220.44%0.45%0.45%Q3 2023Q4 20232
Financial Management Professionals, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
Family Management Corp 220.11%0.11%0.12%Q4 2020Q1 20212
EJF Capital LLC 220.02%0.03%0.03%Q2 2020Q3 20202
Legacy Advisors, LLC 220.15%0.15%0.15%Q2 2021Q3 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Homrich & Berg 220.01%0.01%0.01%Q2 2021Q3 20212
Arlington Partners LLC 110.01%0.02%0.03%Q2 2020Q2 20222
Choice Wealth Advisors, LLC 220.42%0.44%0.45%Q2 2021Q3 20212
Simplicity Solutions, LLC 110.00%0.00%0.00%Q2 2020Q4 20202
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
TCG Advisory Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Radcliffe Capital Management, L.P. 220.07%0.11%0.14%Q2 2020Q3 20202
Investment Advisory Group, LLC 220.13%0.13%0.13%Q4 2021Q1 20222
Pinnacle Private Wealth, LLC 220.17%0.21%0.25%Q1 2022Q2 20222
Allianz Asset Management GmbH 220.00%0.00%0.00%Q3 2021Q4 20212
Wealth Quarterback LLC 220.01%0.01%0.01%Q2 2021Q3 20212
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.14%0.15%0.17%Q3 2020Q4 20202
Stratos Investment Management, LLC 220.04%0.05%0.06%Q2 2021Q3 20212
SIMON QUICK ADVISORS, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
STOCK YARDS BANK & TRUST CO 220.01%0.01%0.01%Q2 2022Q3 20222
Almanack Investment Partners, LLC. 220.04%0.05%0.05%Q2 2023Q3 20232
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q2 2021Q3 20212
Junson Asset Management (Hong Kong) Ltd 220.58%0.69%0.80%Q4 2020Q1 20212
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2021Q1 20232
Ergoteles LLC 110.02%0.02%0.03%Q1 2022Q3 20222
Lucia Wealth Services, LLC 220.04%0.04%0.04%Q2 2020Q3 20202
UMB Bank, n.a. 220.00%0.00%0.00%Q1 2023Q2 20232
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.03%0.38%0.72%Q2 2023Q3 20232
AXS Investments LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Covenant Multifamily Offices, LLC 220.44%0.49%0.53%Q2 2021Q3 20212
Plan Group Financial, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2021Q1 20211
CastleKnight Management LP 110.28%0.28%0.28%Q2 2022Q2 20221
FNY Investment Advisers, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
EMERALD MUTUAL FUND ADVISERS TRUST 110.04%0.04%0.04%Q1 2023Q1 20231
Bridgefront Capital, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Penserra Capital Management LLC 110.02%0.02%0.02%Q1 2022Q1 20221
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Resurgent Financial Advisors LLC 110.03%0.03%0.03%Q4 2022Q4 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Monument Capital Management 110.13%0.13%0.13%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Fortis Group Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ameliora Wealth Management Ltd. 110.01%0.01%0.01%Q1 2023Q1 20231
Thomas J. Herzfeld Advisors, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.07%0.07%0.07%Q2 2023Q2 20231
WEBER ALAN W 110.18%0.18%0.18%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vectors Research Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Treybourne Wealth Planners, Inc. 111.12%1.12%1.12%Q2 2021Q2 20211
Community Capital Management, LLC 110.52%0.52%0.52%Q2 2020Q2 20201
Epstein & White Financial LLC 110.33%0.33%0.33%Q2 2021Q2 20211
SkyView Investment Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
XTX Topco Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
Global Assets Advisory, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Missouri Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q3 2023Q3 20231
Alera Investment Advisors, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Magnetar Financial LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Inspire Investing, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
SWMG, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Point72 Middle East FZE 110.00%0.00%0.00%Q2 2023Q2 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Centiva Capital, LP 110.01%0.01%0.01%Q3 2023Q3 20231
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q2 2021Q2 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q2 2020Q2 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q2 2023Q2 20231
NinePointTwo Capital LLC 110.09%0.09%0.09%Q1 2023Q1 20231
CFO4Life, L.P. 110.10%0.10%0.10%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Cassia Capital Partners, LLC 111.15%1.15%1.15%Q3 2021Q3 20211
Pinion Investment Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
Marshall Wace North America L.P. 110.01%0.01%0.01%Q2 2021Q2 20211
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Eschler Asset Management LLP 110.92%0.92%0.92%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Assenagon Asset Management S.A. 110.01%0.01%0.01%Q2 2021Q2 20211
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Baird Financial Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q3 2023Q3 20231
NWAM LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Capital Planning Advisors, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
MAI Capital Management 110.01%0.01%0.01%Q2 2021Q2 20211
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Kercheville Advisors, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Naviter Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Legacy Wealth Partners, Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
Leucadia National 110.01%0.01%0.01%Q1 2023Q1 20231
NumerixS Investment Technologies Inc 110.02%0.02%0.02%Q2 2020Q2 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.44%0.44%0.44%Q2 2022Q2 20221
Alpine Global Management, LLC 110.61%0.61%0.61%Q3 2023Q3 20231
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Covestor Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ignite Planners, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
Coastal Bridge Advisors, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
FormulaFolio Investments, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
MBL Wealth, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Walleye Capital LLC 110.04%0.04%0.04%Q1 2021Q1 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
DC Investments Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Graypoint LLC 110.19%0.19%0.19%Q3 2023Q3 20231
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
PIONEER TRUST BANK N A/OR 110.08%0.08%0.08%Q2 2021Q2 20211
Compton Financial Group, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Gallagher Benefit Services, Inc. 110.61%0.61%0.61%Q4 2022Q4 20221
Farmer Steven Patrick 110.02%0.02%0.02%Q2 2022Q2 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WESPAC Advisors, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cypress Point Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Collaborative Wealth Managment Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pinz Capital Management, LP 110.04%0.04%0.04%Q1 2021Q1 20211
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2022Q2 20221
Kula Investments, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
San Luis Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Bridgeworth, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Applied Capital LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WBI INVESTMENTS, LLC 110.89%0.89%0.89%Q3 2021Q3 20211
LWM Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
tru Independence LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Atlantic Union Bankshares Corp 110.02%0.02%0.02%Q3 2023Q3 20231
WINTON GROUP Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
DCM Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q3 2023Q3 20231
TSFG, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
External links

This page lists all the filers that currently own FS KKR CAP CORP or have owned FS KKR CAP CORP in the past.