INVESCO QQQ TR shareholder history

Current and past INVESCO QQQ TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 22220.12%0.74%1.69%Q2 2018Q3 202366
ROYAL BANK OF CANADA 22220.02%0.21%0.77%Q2 2018Q3 202366
BANK OF AMERICA CORP /DE/ 22220.12%0.68%2.57%Q2 2018Q3 202366
CITIGROUP INC 22220.13%2.25%9.77%Q2 2018Q3 202366
UBS Group AG 22220.08%0.66%1.86%Q2 2018Q3 202366
MILLENNIUM MANAGEMENT LLC 22220.00%1.36%4.75%Q2 2018Q3 202366
BNP PARIBAS FINANCIAL MARKETS 22220.02%1.34%5.67%Q2 2018Q3 202366
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.04%1.31%2.92%Q2 2018Q3 202365
Lido Advisors, LLC 22220.02%0.21%0.50%Q2 2018Q3 202365
Citadel Advisors 22220.00%1.38%4.62%Q2 2018Q3 202365
Parallax Volatility Advisers, L.P. 22220.00%2.30%5.50%Q2 2018Q3 202364
Cutler Group LLC / CA 1830.00%0.92%6.06%Q2 2018Q3 202363
BlackRock Inc. 22220.00%0.01%0.05%Q2 2018Q3 202360
WELLS FARGO & COMPANY/MN 22220.00%0.38%1.50%Q2 2018Q3 202360
CAPSTONE INVESTMENT ADVISORS, LLC 22220.00%3.95%26.60%Q2 2018Q3 202360
TWO SIGMA SECURITIES, LLC 1650.02%2.10%14.03%Q2 2018Q3 202360
TWO SIGMA INVESTMENTS, LP 22220.00%0.29%1.27%Q2 2018Q3 202359
BARCLAYS PLC 22220.04%2.45%10.64%Q2 2018Q3 202358
CREDIT SUISSE AG/ 22220.00%0.62%2.84%Q2 2018Q3 202356
WOLVERINE TRADING, LLC 1110.00%2.53%10.63%Q3 2018Q3 202356
Walleye Trading LLC 22220.01%0.29%1.81%Q2 2018Q3 202356
BANK OF MONTREAL /CAN/ 1920.00%0.29%1.01%Q2 2018Q3 202355
HSBC HOLDINGS PLC 22220.00%0.12%1.12%Q2 2018Q3 202355
JANE STREET GROUP, LLC 22220.01%1.17%4.57%Q2 2018Q3 202354
Jefferies Group LLC 18180.01%1.94%9.41%Q2 2018Q3 202254
PEAK6 Investments LLC 21210.00%1.11%5.50%Q3 2018Q3 202353
Creative Planning 22220.00%0.09%0.31%Q2 2018Q3 202352
XR Securities LLC 22220.00%0.89%13.39%Q2 2018Q3 202351
HAP Trading, LLC 22220.01%0.28%2.14%Q2 2018Q3 202351
Centiva Capital, LP 1290.01%2.22%9.60%Q2 2018Q3 202350
BALYASNY ASSET MANAGEMENT L.P. 22220.01%0.32%2.42%Q2 2018Q3 202349
Squarepoint Ops LLC 2010.01%0.88%2.78%Q2 2018Q3 202349
MARSHALL WACE, LLP 1110.00%0.28%2.11%Q2 2018Q3 202348
NOMURA HOLDINGS INC 22220.07%2.98%16.55%Q2 2018Q3 202347
Paloma Partners Management Co 1380.02%2.00%8.78%Q2 2018Q3 202346
Capula Management Ltd 18180.04%1.82%13.76%Q2 2019Q3 202345
LPL Financial LLC 22220.00%1.01%2.71%Q2 2018Q3 202345
Verition Fund Management LLC 2010.01%0.30%2.70%Q2 2018Q3 202344
TRUIST FINANCIAL CORP 22220.00%0.24%0.76%Q2 2018Q3 202344
PRELUDE CAPITAL MANAGEMENT, LLC 22220.00%1.03%4.92%Q2 2018Q3 202343
CenterStar Asset Management, LLC 910.00%0.59%6.06%Q3 2018Q3 202343
WOLVERINE ASSET MANAGEMENT LLC 1620.01%0.77%4.53%Q2 2018Q4 202242
Invesco Ltd. 22220.00%0.03%0.08%Q2 2018Q3 202341
M&T BANK CORP 22220.00%0.09%0.21%Q2 2018Q3 202341
Valeo Financial Advisors, LLC 22220.00%0.16%0.69%Q2 2018Q3 202339
CLEAR STREET MARKETS LLC 1410.04%1.71%9.02%Q2 2018Q3 202338
CREDIT AGRICOLE S A 1530.00%1.71%6.61%Q3 2018Q3 202338
Kingsview Wealth Management, LLC 1560.00%1.02%3.55%Q2 2018Q3 202338
RAYMOND JAMES & ASSOCIATES 22220.00%0.22%0.50%Q2 2018Q3 202338
Fort Point Capital Partners LLC 1640.01%0.66%3.15%Q2 2018Q3 202338
J. Goldman & Co LP 1910.01%0.54%3.62%Q2 2018Q3 202337
MOORE CAPITAL MANAGEMENT, LP 1310.01%3.68%15.28%Q2 2018Q3 202337
SYMMETRY PEAK MANAGEMENT LLC 1370.22%12.83%74.39%Q2 2018Q3 202337
Dakota Wealth Management 22220.00%0.32%1.08%Q2 2018Q3 202337
Twin Tree Management, LP 1610.02%1.88%5.27%Q2 2018Q2 202337
SNS Financial Group, LLC 22220.00%0.16%0.30%Q2 2018Q3 202336
Sigma Planning Corp 22220.01%1.01%2.44%Q2 2018Q3 202336
Daiwa Securities Group Inc. 22220.00%0.09%0.38%Q2 2018Q3 202335
HMS Capital Management, LLC 22220.04%2.91%18.52%Q2 2018Q3 202335
Covenant Asset Management, LLC 22220.14%0.98%4.30%Q2 2018Q3 202334
Institute for Wealth Management, LLC. 1520.03%0.88%2.35%Q4 2018Q3 202333
Avestar Capital, LLC 22220.07%0.81%2.91%Q2 2018Q3 202333
FNY Investment Advisers, LLC 2010.00%0.17%2.00%Q2 2018Q3 202333
BLUEFIN CAPITAL MANAGEMENT, LLC 13130.00%0.14%1.02%Q3 2020Q3 202333
Luxor Capital Group, LP 1310.01%5.59%29.21%Q2 2018Q3 202333
US BANCORP \DE\ 22220.00%0.63%1.78%Q2 2018Q3 202332
Anchor Investment Management, LLC 32320.23%1.07%2.10%Q1 2016Q4 202332
BlueCrest Capital Management Ltd 1110.06%5.40%17.31%Q2 2018Q3 202332
CIBC WORLD MARKET INC. 22220.01%0.13%0.36%Q2 2018Q3 202332
Schonfeld Strategic Advisors LLC 510.00%0.19%0.82%Q2 2018Q3 202332
COWEN AND COMPANY, LLC 1420.00%4.53%26.44%Q3 2019Q3 202332
Lavaca Capital LLC 17170.04%0.70%3.22%Q3 2019Q3 202331
Sutton Wealth Advisors Inc. 31310.05%0.10%0.22%Q1 2016Q3 202331
Cetera Investment Advisers 22220.00%1.33%2.94%Q2 2018Q3 202331
ExodusPoint Capital Management, LP 1310.01%0.74%5.66%Q3 2019Q3 202330
TOTH FINANCIAL ADVISORY CORP 22220.01%0.52%1.01%Q2 2018Q3 202330
AE Wealth Management LLC 22220.00%1.08%2.40%Q2 2018Q3 202330
Dynamic Advisor Solutions LLC 22220.00%1.44%3.69%Q2 2018Q3 202329
Congress Park Capital LLC 1710.26%2.69%10.24%Q3 2018Q3 202329
AMERIPRISE FINANCIAL INC 22220.00%0.24%0.50%Q2 2018Q3 202329
Belvedere Trading LLC 620.07%4.80%32.05%Q1 2019Q3 202329
BOOTHBAY FUND MANAGEMENT, LLC 1110.01%0.58%5.23%Q2 2018Q3 202329
Sargent Bickham Lagudis LLC 28280.01%0.24%0.75%Q1 2016Q4 202228
Baker Avenue Asset Management, LP 1470.00%0.58%3.08%Q2 2018Q3 202328
Shay Capital LLC 12120.05%2.27%7.62%Q4 2020Q3 202328
QVR LLC 990.05%11.01%44.23%Q4 2018Q3 202328
Sheaff Brock Investment Advisors, LLC 22220.01%0.48%0.97%Q2 2018Q3 202328
Foresight Wealth Management, LLC 16160.00%0.22%1.39%Q4 2018Q3 202227
CIBC Asset Management Inc 22220.01%0.11%0.70%Q2 2018Q3 202327
Kovack Advisors, Inc. 22220.00%1.28%3.94%Q2 2018Q3 202327
Cetera Advisor Networks LLC 22220.00%1.86%3.62%Q2 2018Q3 202327
BANK OF NOVA SCOTIA 1370.00%0.23%1.20%Q2 2018Q3 202327
SteelPeak Wealth, LLC 16160.00%1.08%5.50%Q4 2019Q3 202327
Lumina Fund Management LLC 22221.00%5.86%21.33%Q2 2018Q3 202327
Checchi Capital Advisers, LLC 1310.00%0.23%1.21%Q1 2020Q3 202327
ALLIANCEBERNSTEIN L.P. 22220.00%0.01%0.08%Q2 2018Q3 202327
Hilltop Holdings Inc. 22220.06%0.85%1.96%Q2 2018Q3 202327
Keel Point, LLC 19190.00%0.16%0.85%Q1 2019Q3 202326
SIGNATUREFD, LLC 22220.00%0.07%0.11%Q2 2018Q3 202326
Investidor Profissional Gestao de Recursos Ltda. 1310.13%9.31%26.77%Q1 2018Q3 202326
Point72 Hong Kong Ltd 910.01%0.66%3.61%Q4 2018Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.88%1.71%Q2 2018Q3 202326
Baltimore-Washington Financial Advisors, Inc. 22220.10%3.54%5.02%Q2 2018Q3 202325
Royal Fund Management, LLC 22220.04%1.84%9.39%Q2 2018Q3 202325
IFP Advisors, Inc 1710.01%1.38%2.80%Q1 2016Q3 202325
AdvisorNet Financial, Inc 22220.02%0.28%0.99%Q2 2018Q3 202325
Point72 Asset Management, L.P. 810.00%0.24%1.19%Q2 2018Q3 202325
Raymond James Financial Services Advisors, Inc. 22220.00%1.10%1.86%Q2 2018Q3 202325
Qube Research & Technologies Ltd 630.01%0.35%1.48%Q4 2018Q3 202325
Neuberger Berman Group LLC 22220.00%0.01%0.02%Q2 2018Q3 202325
JANUS HENDERSON GROUP PLC 1740.00%0.01%0.03%Q2 2018Q3 202324
Polar Asset Management Partners Inc. 710.02%1.56%7.76%Q2 2018Q3 202224
Element Wealth, LLC 1230.11%2.45%7.80%Q4 2019Q3 202324
Cetera Advisors LLC 1470.00%1.01%2.16%Q2 2018Q3 202324
HUNTINGTON NATIONAL BANK 22220.03%0.05%0.09%Q2 2018Q3 202324
Financial Architects, Inc 1640.00%0.22%0.38%Q2 2018Q2 202324
PATHSTONE FAMILY OFFICE, LLC 20200.00%0.18%0.49%Q4 2018Q3 202324
Silverleafe Capital Partners, LLC 23230.03%6.52%9.36%Q2 2018Q4 202324
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.00%2.50%7.67%Q4 2019Q3 202324
Private Advisor Group, LLC 1830.00%1.51%2.61%Q2 2018Q3 202324
TOTAL INVESTMENT MANAGEMENT INC 22220.00%3.03%11.76%Q2 2018Q3 202324
KLINGENSTEIN FIELDS & CO LP 22220.00%0.53%1.01%Q2 2018Q3 202324
MAI Capital Management 22220.00%0.96%1.32%Q2 2018Q3 202324
OneDigital Investment Advisors LLC 22220.00%0.41%0.77%Q2 2018Q3 202324
OPTIMUM INVESTMENT ADVISORS 23230.00%0.23%0.38%Q2 2018Q4 202324
RITHOLTZ WEALTH MANAGEMENT 22220.01%5.73%10.35%Q2 2018Q3 202324
FRANKLIN RESOURCES INC 22220.00%0.01%0.12%Q2 2018Q3 202324
Global Retirement Partners, LLC 1470.00%1.45%2.33%Q2 2018Q3 202324
NWAM LLC 22220.09%1.70%2.83%Q2 2018Q3 202324
Snowden Capital Advisors LLC 1380.04%0.52%0.94%Q2 2018Q3 202324
FULTON BANK, N.A. 23230.02%0.03%0.04%Q2 2018Q4 202323
CWM, LLC 1380.00%0.87%1.23%Q2 2018Q3 202323
GREAT VALLEY ADVISOR GROUP, INC. 20200.00%1.30%2.80%Q4 2018Q3 202323
Cypress Wealth Services, LLC 22220.00%1.32%2.45%Q2 2018Q3 202323
BALDWIN BROTHERS LLC/MA 23230.02%0.04%0.06%Q2 2018Q4 202323
Empirical Finance, LLC 23230.38%0.94%1.69%Q1 2018Q3 202323
SFMG, LLC 22220.00%1.06%6.14%Q2 2018Q3 202323
MACROVIEW INVESTMENT MANAGEMENT LLC 1560.00%2.03%3.87%Q2 2018Q3 202323
CERTUITY, LLC 16160.01%2.59%5.86%Q4 2019Q3 202323
Jackson Hole Capital Partners, LLC 1090.61%1.67%10.83%Q4 2018Q3 202323
WHITE PINE CAPITAL LLC 23230.12%0.18%0.25%Q1 2018Q3 202323
Clearwater Capital Advisors, LLC 22220.06%0.34%0.45%Q2 2018Q3 202323
Bogart Wealth, LLC 22220.05%0.64%2.26%Q2 2018Q3 202323
Merit Financial Group, LLC 22220.00%0.30%0.73%Q2 2018Q3 202323
Salomon & Ludwin, LLC 20200.01%0.10%0.38%Q4 2018Q3 202323
Ausdal Financial Partners, Inc. 22220.10%1.43%2.62%Q2 2018Q3 202323
Global Trust Asset Management, LLC 22220.01%5.38%6.96%Q2 2018Q3 202323
TIEDEMANN ADVISORS, LLC 22220.02%0.13%0.45%Q2 2018Q3 202323
FC Advisory LLC 23230.63%0.81%0.94%Q2 2018Q4 202323
MASSMUTUAL TRUST CO FSB/ADV 23230.00%0.01%0.02%Q2 2018Q4 202323
APPLETON PARTNERS INC/MA 23230.05%0.08%0.11%Q2 2018Q4 202323
Financial Advocates Investment Management 22220.03%1.86%3.73%Q2 2018Q3 202323
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.34%0.50%Q2 2018Q3 202323
CHEMUNG CANAL TRUST CO 23230.65%1.22%1.72%Q2 2018Q4 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 22220.00%0.34%0.74%Q2 2018Q3 202323
MISSION WEALTH MANAGEMENT, LP 22220.02%0.19%0.27%Q2 2018Q3 202323
Lowe Wealth Advisors, LLC 23237.76%10.28%12.54%Q2 2018Q4 202323
V Wealth Advisors LLC 21210.00%2.86%5.47%Q3 2018Q3 202323
Montecito Bank & Trust 23230.70%1.26%2.40%Q2 2018Q4 202323
UNITED CAPITAL FINANCIAL ADVISORS, LLC 22220.00%0.21%0.32%Q2 2018Q3 202323
J.P. Morgan Private Wealth Advisors LLC 22220.00%1.20%2.36%Q2 2018Q3 202323
ARTHUR M. COHEN & ASSOCIATES, LLC 2210.23%1.40%5.35%Q4 2017Q3 202323
StrategIQ Financial Group, LLC 22220.02%0.81%1.22%Q2 2018Q3 202323
Sepio Capital, LP 20200.12%0.26%0.41%Q4 2018Q3 202323
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22220.01%0.34%0.59%Q2 2018Q3 202323
Good Life Advisors, LLC 22220.00%0.85%2.05%Q2 2018Q3 202323
HOLLENCREST CAPITAL MANAGEMENT 22220.00%9.20%12.17%Q2 2018Q3 202323
Soros Fund Management 1310.12%3.29%7.67%Q2 2018Q3 202323
PARK NATIONAL CORP /OH/ 23230.02%0.04%0.07%Q2 2018Q4 202323
COUNTRY TRUST BANK 23230.02%0.02%0.02%Q2 2018Q4 202323
Joel Isaacson & Co., LLC 22220.00%0.31%0.47%Q2 2018Q3 202323
JT Stratford LLC 22220.17%0.87%1.90%Q2 2018Q3 202322
MOGY JOEL R INVESTMENT COUNSEL INC 22220.03%0.04%0.05%Q2 2018Q3 202322
Jacobi Capital Management LLC 22222.33%3.33%4.51%Q2 2018Q3 202322
COURIER CAPITAL LLC 22220.27%0.39%0.50%Q2 2018Q3 202322
CULLEN/FROST BANKERS, INC. 22220.01%0.03%0.10%Q2 2018Q3 202322
Glassman Wealth Services 22220.06%0.34%0.47%Q2 2018Q3 202322
EAGLE GLOBAL ADVISORS LLC 22220.14%1.13%2.05%Q2 2018Q3 202322
Carlson Capital Management 22220.04%0.12%0.17%Q2 2018Q3 202322
WADE G W & INC 22220.94%1.72%2.43%Q2 2018Q3 202322
Alpha Cubed Investments, LLC 21210.00%0.69%1.04%Q3 2018Q3 202322
1ST SOURCE BANK 22220.08%0.11%0.16%Q2 2018Q3 202322
Parallel Advisors, LLC 22220.46%0.74%1.05%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.04%0.05%0.06%Q2 2018Q3 202322
Madrona Financial Services, LLC 22223.00%5.54%7.64%Q2 2018Q3 202322
TRUST CO OF VERMONT 22220.08%0.16%0.27%Q2 2018Q3 202322
FIDUCIARY TRUST CO 22220.03%0.04%0.06%Q2 2018Q3 202322
EQUITABLE TRUST CO 22220.25%0.34%0.52%Q2 2018Q3 202322
W.G. Shaheen & Associates DBA Whitney & Co 22220.09%0.12%0.19%Q2 2018Q3 202322
BANK OF HAWAII 22220.14%0.19%0.23%Q2 2018Q3 202322
Blue Fin Capital, Inc. 22220.33%0.38%0.42%Q2 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.03%0.15%Q2 2018Q3 202322
River Wealth Advisors LLC 22220.50%0.65%0.78%Q2 2018Q3 202322
FMR LLC 22220.00%0.02%0.07%Q2 2018Q3 202322
Segment Wealth Management, LLC 22222.82%3.39%4.05%Q2 2018Q3 202322
GLENMEDE TRUST CO NA 22220.03%0.05%0.06%Q2 2018Q3 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 22220.01%0.06%0.20%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22221.11%1.44%1.74%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22221.21%1.58%1.98%Q2 2018Q3 202322
WEDBUSH SECURITIES INC 22220.53%0.83%1.28%Q2 2018Q3 202322
KING LUTHER CAPITAL MANAGEMENT CORP 22220.01%0.01%0.02%Q2 2018Q3 202322
RATIONAL ADVISORS LLC 22220.33%3.63%6.64%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.10%0.20%0.42%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 22220.88%1.08%1.29%Q2 2018Q3 202322
Perigon Wealth Management, LLC 1110.01%1.53%3.15%Q3 2011Q3 202322
Bridgeworth, LLC 22220.08%0.56%2.05%Q2 2018Q3 202322
SPINNAKER TRUST 22220.07%1.14%2.17%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.85%1.45%2.12%Q2 2018Q3 202322
Pure Financial Advisors, LLC 22220.04%0.08%0.16%Q3 2018Q4 202322
jvl associates llc 22221.54%6.30%9.61%Q2 2018Q3 202322
KANAWHA CAPITAL MANAGEMENT LLC 22220.03%0.09%0.16%Q2 2018Q3 202322
SIMON QUICK ADVISORS, LLC 22220.00%0.14%0.48%Q2 2018Q3 202322
Vantage Financial Partners Ltd., Inc. 22227.22%11.45%17.08%Q2 2018Q3 202322
Mutual Advisors, LLC 1740.00%1.30%2.30%Q2 2018Q3 202322
FRG Family Wealth Advisors LLC 22220.07%0.09%0.12%Q2 2018Q3 202322
Mirae Asset Global Investments Co., Ltd. 22220.04%0.36%1.13%Q2 2018Q3 202322
Patriot Financial Group Insurance Agency, LLC 21210.00%0.16%0.31%Q3 2018Q3 202322
Strategic Advisors LLC 22222.33%3.09%4.67%Q2 2018Q3 202322
SONATA CAPITAL GROUP INC 22220.30%0.47%0.62%Q2 2018Q3 202322
Bell Bank 22229.52%16.33%22.53%Q2 2018Q3 202322
Shepherd Financial Partners LLC 22220.62%2.37%3.99%Q2 2018Q3 202322
GenTrust, LLC 22220.06%0.86%5.09%Q2 2018Q3 202322
King Wealth Management Group 22225.15%8.54%13.00%Q2 2018Q3 202322
SYNOVUS FINANCIAL CORP 22220.01%0.08%0.18%Q2 2018Q3 202322
Financial Management Professionals, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
JFS WEALTH ADVISORS, LLC 22220.02%0.12%0.30%Q2 2018Q3 202322
BTG Pactual Global Asset Management Ltd 410.04%3.23%14.78%Q3 2018Q3 202322
FIRST UNITED BANK & TRUST 22224.56%5.41%6.70%Q2 2018Q3 202322
Telos Capital Management, Inc. 22220.64%1.35%2.02%Q2 2018Q3 202322
NVWM, LLC 22220.07%0.38%0.93%Q2 2018Q3 202322
Farmers & Merchants Trust Co of Chambersburg PA 22220.02%0.06%0.16%Q2 2018Q3 202322
Fortis Advisors, LLC 22220.00%0.09%0.25%Q2 2018Q3 202322
IHT Wealth Management, LLC 22220.84%1.82%2.98%Q2 2018Q3 202322
Abbrea Capital, LLC 22220.57%0.66%0.75%Q2 2018Q3 202322
Oxbow Advisors, LLC 22220.17%0.24%0.33%Q2 2018Q3 202322
Summit X, LLC 22220.16%0.31%0.68%Q2 2018Q3 202322
SILVERCREST ASSET MANAGEMENT GROUP LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
TORONTO DOMINION BANK 22220.01%1.07%3.85%Q2 2018Q3 202322
Moloney Securities Asset Management, LLC 22220.77%1.15%1.46%Q2 2018Q3 202322
Estate Counselors, LLC 22220.31%2.16%5.50%Q2 2018Q3 202322
HoyleCohen, LLC 22221.26%1.62%2.03%Q2 2018Q3 202322
EVERGREEN CAPITAL MANAGEMENT LLC 22220.03%0.23%0.55%Q2 2018Q3 202322
Allworth Financial LP 22220.02%0.33%1.25%Q2 2018Q3 202322
LEAVELL INVESTMENT MANAGEMENT, INC. 22220.11%0.17%0.27%Q2 2018Q3 202322
OPPENHEIMER ASSET MANAGEMENT INC. 22220.14%0.19%0.24%Q2 2018Q3 202322
Overbrook Management Corp 22220.11%0.71%1.26%Q2 2018Q3 202322
DELTEC ASSET MANAGEMENT LLC 22220.05%0.09%0.15%Q2 2018Q3 202322
McIlrath & Eck, LLC 22220.11%0.19%0.34%Q2 2018Q3 202322
Bartlett & Co. LLC 1660.00%0.01%0.03%Q2 2018Q4 202322
FIRST NATIONAL TRUST CO 22220.05%0.09%0.14%Q2 2018Q3 202322
Conservest Capital Advisors, Inc. 22221.58%2.01%2.36%Q2 2018Q3 202322
Destination Wealth Management 22220.11%0.16%0.26%Q2 2018Q3 202322
Family Legacy, Inc. 22221.52%1.84%2.25%Q2 2018Q3 202322
Clearstead Trust, LLC 22220.18%3.05%15.29%Q2 2018Q3 202322
PARSONS CAPITAL MANAGEMENT INC/RI 22220.04%0.09%0.14%Q2 2018Q3 202322
Iowa State Bank 22220.15%0.26%0.38%Q2 2018Q3 202322
BURNEY CO/ 22220.03%0.07%0.10%Q2 2018Q3 202322
Ascent Wealth Partners, LLC 22223.76%6.18%8.70%Q2 2018Q3 202322
Baystate Wealth Management LLC 22220.03%0.12%0.18%Q2 2018Q3 202322
Hudock, Inc. 22222.10%3.71%5.38%Q2 2018Q3 202322
Aviance Capital Partners, LLC 22220.23%0.35%0.47%Q2 2018Q3 202322
Gradient Investments LLC 22220.01%0.03%0.06%Q2 2018Q3 202322
Modera Wealth Management, LLC 22220.04%0.08%0.13%Q2 2018Q3 202322
Smithfield Trust Co 22220.03%0.14%1.36%Q2 2018Q3 202322
GUGGENHEIM CAPITAL LLC 22220.14%0.39%0.52%Q2 2018Q3 202322
Sage Capital Advisors,llc 22220.17%0.43%1.28%Q2 2018Q3 202322
BRASADA CAPITAL MANAGEMENT, LP 22220.05%0.09%0.10%Q2 2018Q3 202322
Beaton Management Co. Inc. 22220.90%1.24%1.58%Q2 2018Q3 202322
Hilton Capital Management, LLC 22220.46%0.76%1.40%Q2 2018Q3 202322
DUMONT & BLAKE INVESTMENT ADVISORS LLC 22222.60%3.81%4.74%Q2 2018Q3 202322
MPS Loria Financial Planners, LLC 22220.23%0.33%0.56%Q2 2018Q3 202322
Parisi Gray Wealth Management 22223.42%5.73%8.80%Q2 2018Q3 202322
Prism Advisors, Inc. 22222.76%7.72%14.17%Q2 2018Q3 202322
CIBC Private Wealth Group, LLC 22220.03%0.07%0.10%Q2 2018Q3 202322
United Asset Strategies, Inc. 1920.00%0.17%0.23%Q2 2018Q3 202322
FineMark National Bank & Trust 22220.09%0.18%0.32%Q2 2018Q3 202322
DT Investment Partners, LLC 22220.08%0.84%1.36%Q2 2018Q3 202322
Skylands Capital, LLC 22220.03%0.04%0.06%Q2 2018Q3 202322
Belpointe Asset Management LLC 22220.17%1.89%4.22%Q2 2018Q3 202322
MV CAPITAL MANAGEMENT, INC. 22220.01%0.02%0.03%Q2 2018Q3 202322
Quadrant Private Wealth Management, LLC 1740.11%0.88%1.51%Q2 2018Q3 202322
ProVise Management Group, LLC 22220.04%0.28%0.67%Q2 2018Q3 202322
MOTCO 22220.00%0.01%0.03%Q2 2018Q3 202322
Eldridge Investment Advisors, Inc. 22222.22%3.21%3.98%Q2 2018Q3 202322
Day & Ennis, LLC 22220.14%0.19%0.26%Q2 2018Q3 202322
PICTET BANK & TRUST Ltd 22220.94%3.59%9.96%Q2 2018Q3 202322
Capital Advisory Group Advisory Services, LLC 22224.13%5.51%8.41%Q2 2018Q3 202322
BANQUE PICTET & CIE SA 22220.12%0.91%9.96%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.13%0.70%1.28%Q2 2018Q3 202322
Susquehanna Foundation 222244.89%87.58%98.48%Q2 2018Q3 202322
Linscomb & Williams, Inc. 22220.12%0.17%0.24%Q2 2018Q3 202322
SG Americas Securities, LLC 22220.29%1.42%2.35%Q2 2018Q3 202322
IFG Advisory, LLC 22221.44%2.13%3.65%Q2 2018Q3 202322
Allianz Asset Management GmbH 22220.00%0.02%0.11%Q2 2018Q3 202322
Maple Capital Management, Inc. 22220.06%0.10%0.16%Q2 2018Q3 202322
Peregrine Asset Advisers, Inc. 22220.07%0.45%1.51%Q2 2018Q3 202322
Front Row Advisors LLC 22220.07%0.39%0.67%Q2 2018Q3 202322
Essex Financial Services, Inc. 22220.09%2.23%4.01%Q2 2018Q3 202322
Tower Research Capital LLC (TRC) 22220.12%1.36%4.26%Q2 2018Q3 202322
Monument Capital Management 22221.23%3.62%8.17%Q2 2018Q3 202322
LexAurum Advisors, LLC 22220.16%0.80%1.57%Q2 2018Q3 202322
Buffington Mohr McNeal 22220.07%0.09%0.12%Q2 2018Q3 202322
Claybrook Capital, LLC 22220.02%2.95%5.34%Q2 2018Q3 202322
Crewe Advisors LLC 22220.24%0.63%1.38%Q2 2018Q3 202322
Carmichael Hill & Associates, Inc. 20200.06%0.65%0.83%Q4 2018Q3 202322
GRIMES & COMPANY, INC. 22220.03%0.06%0.08%Q2 2018Q3 202322
Highlander Capital Management, LLC 22220.02%0.04%0.09%Q2 2018Q3 202322
Accredited Investors Inc. 22220.10%0.17%0.25%Q2 2018Q3 202322
Murphy, Middleton, Hinkle & Parker, Inc. 22220.33%0.49%0.59%Q2 2018Q3 202322
Perkins Coie Trust Co 22220.02%0.03%0.05%Q2 2018Q3 202322
Allen Investment Management, LLC 22220.01%0.18%0.79%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.03%0.16%0.60%Q2 2018Q3 202322
Bragg Financial Advisors, Inc 22220.02%0.03%0.05%Q2 2018Q3 202322
Financial Partners Group, Inc 22220.70%1.43%3.34%Q2 2018Q3 202322
All Terrain Financial Advisors, LLC 22221.06%1.56%2.26%Q2 2018Q3 202322
Seneca House Advisors 22223.63%13.46%32.93%Q2 2018Q3 202322
Prime Capital Investment Advisors, LLC 2010.00%6.30%12.92%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.04%0.17%0.38%Q2 2018Q3 202322
ROTHSCHILD INVESTMENT LLC /IL 22220.09%0.43%1.01%Q2 2018Q3 202322
West Coast Financial LLC 22220.14%0.19%0.28%Q2 2018Q3 202322
New Potomac Partners, LLC 22220.15%0.18%0.20%Q2 2018Q3 202322
D.B. Root & Company, LLC 22220.24%0.50%0.75%Q2 2018Q3 202322
Private Wealth Partners, LLC 22220.12%0.89%1.23%Q2 2018Q3 202322
SOL Capital Management CO 22222.01%2.98%3.68%Q2 2018Q3 202322
Cypress Capital Group 22220.78%1.26%1.77%Q2 2018Q3 202322
North Star Investment Management Corp. 22220.10%0.50%0.71%Q2 2018Q3 202322
Drexel Morgan & Co. 22220.38%0.86%1.41%Q2 2018Q3 202322
IMS Capital Management 22220.08%0.19%0.28%Q2 2018Q3 202322
ASSETMARK, INC 22220.00%0.09%0.53%Q2 2018Q3 202322
USAdvisors Wealth Management, LLC 22220.29%3.24%7.72%Q2 2018Q3 202322
BROWN ADVISORY INC 22220.02%0.02%0.03%Q2 2018Q3 202322
Wellington Shields Capital Management, LLC 22220.02%0.20%0.56%Q2 2018Q3 202322
Fiera Capital Corp 22220.01%0.41%0.74%Q2 2018Q3 202322
Cornell Pochily Investment Advisors, Inc. 22220.29%1.07%1.63%Q2 2018Q3 202322
TOMPKINS FINANCIAL CORP 12100.01%0.05%0.13%Q2 2018Q4 202322
Integrated Wealth Concepts LLC 22220.38%0.91%1.37%Q2 2018Q3 202322
Rockefeller Capital Management L.P. 22220.04%0.46%1.10%Q2 2018Q3 202322
DONALDSON CAPITAL MANAGEMENT, LLC 1560.00%0.03%0.06%Q2 2018Q3 202322
Chicago Capital, LLC 22220.04%0.05%0.06%Q2 2018Q3 202322
Simplicity Solutions, LLC 22220.19%1.06%2.62%Q2 2018Q3 202322
Clark Capital Management Group, Inc. 22220.00%0.03%0.18%Q2 2018Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.06%0.13%0.18%Q2 2018Q3 202322
TCTC Holdings, LLC 22220.02%0.04%0.06%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.06%0.10%0.14%Q2 2018Q3 202322
ArchPoint Investors 22220.05%0.20%0.37%Q2 2018Q3 202322
Van Cleef Asset Management,Inc 22220.10%0.12%0.14%Q2 2018Q3 202322
Benin Management CORP 22220.28%1.88%3.79%Q2 2018Q3 202322
Aldebaran Financial Inc. 22220.49%0.95%1.86%Q2 2018Q3 202322
Evercore Wealth Management, LLC 22220.01%0.04%0.07%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.04%0.10%0.20%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.52%0.89%1.32%Q2 2018Q3 202322
Roundview Capital LLC 22221.21%1.78%2.12%Q2 2018Q3 202322
Freestone Capital Holdings, LLC 22220.00%0.15%0.93%Q2 2018Q3 202322
RiverFront Investment Group, LLC 22220.93%2.86%4.20%Q2 2018Q3 202322
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 22220.05%0.12%0.23%Q2 2018Q3 202322
B. Riley Wealth Advisors, Inc. 22220.56%0.88%1.44%Q2 2018Q3 202322
BRIGHTON JONES LLC 1710.00%0.25%0.49%Q3 2018Q3 202322
Narwhal Capital Management 22220.26%0.34%0.46%Q2 2018Q3 202322
Sandy Spring Bank 22220.30%0.55%0.75%Q2 2018Q3 202322
BSW Wealth Partners 22220.11%0.20%0.54%Q2 2018Q3 202322
Parkside Financial Bank & Trust 22220.04%0.14%0.23%Q2 2018Q3 202322
Cresset Asset Management, LLC 1720.00%0.21%0.78%Q4 2018Q3 202322
Cohen Klingenstein LLC 22224.39%5.63%8.77%Q2 2018Q3 202322
FINANCIAL COUNSELORS INC 22220.03%0.04%0.06%Q2 2018Q3 202322
Hillsdale Investment Management Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.34%0.60%1.15%Q2 2018Q3 202322
Mechanics Bank Trust Department 22220.54%1.57%2.29%Q2 2018Q3 202322
Mariner, LLC 22220.08%0.33%0.64%Q2 2018Q3 202322
D'Orazio & Associates, Inc. 22220.19%4.44%13.17%Q2 2018Q3 202322
ASPIRIANT, LLC 22220.01%0.04%0.10%Q2 2018Q3 202322
Hayek Kallen Investment Management 22220.09%0.35%0.76%Q2 2018Q3 202322
Pacific Wealth Strategies Group, Inc. 22221.52%3.87%7.10%Q2 2018Q3 202322
Harel Insurance Investments & Financial Services Ltd. 22220.02%0.19%0.45%Q2 2018Q3 202322
First Heartland Consultants, Inc. 22220.31%2.08%3.84%Q2 2018Q3 202322
Valmark Advisers, Inc. 22220.03%0.06%0.15%Q2 2018Q3 202322
MERIDIAN INVESTMENT COUNSEL INC. 22220.06%0.15%0.18%Q2 2018Q3 202322
Busey Bank 22220.12%0.15%0.18%Q2 2018Q3 202322
Crestwood Advisors Group, LLC 22220.02%0.26%0.47%Q2 2018Q3 202322
Spears Abacus Advisors LLC 22220.05%0.06%0.09%Q2 2018Q3 202322
Plante Moran Financial Advisors, LLC 22220.02%0.06%0.13%Q2 2018Q3 202322
Artemis Wealth Advisors, LLC 222247.70%64.27%86.28%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22221.00%1.61%2.37%Q2 2018Q3 202322
SPC Financial, Inc. 22220.41%0.98%1.52%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.15%0.67%1.28%Q2 2018Q3 202322
Cutter & CO Brokerage, Inc. 22220.26%0.49%0.62%Q2 2018Q3 202322
AMG National Trust Bank 22220.70%0.90%1.03%Q2 2018Q3 202322
BLB&B Advisors, LLC 22220.03%0.06%0.09%Q2 2018Q3 202322
Penobscot Investment Management Company, Inc. 22220.88%1.74%2.43%Q2 2018Q3 202322
L & S Advisors Inc 22220.04%0.27%2.05%Q2 2018Q3 202322
Stockman Wealth Management, Inc. 22220.33%0.91%2.07%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.00%0.01%0.03%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 22220.00%0.05%0.55%Q2 2018Q3 202322
WHALEROCK POINT PARTNERS, LLC 22220.18%0.25%0.32%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.15%0.21%0.31%Q2 2018Q3 202322
MARK SHEPTOFF FINANCIAL PLANNING, LLC 22220.06%0.13%0.38%Q2 2018Q3 202322
SHUFRO ROSE & CO LLC 22220.03%0.05%0.07%Q2 2018Q3 202322
Moors & Cabot, Inc. 22220.09%0.25%0.38%Q2 2018Q3 202322
Moisand Fitzgerald Tamayo, LLC 22220.00%0.01%0.06%Q2 2018Q3 202322
Bison Wealth, LLC 22220.47%0.96%2.13%Q2 2018Q3 202322
OLD SECOND NATIONAL BANK OF AURORA 22220.03%0.09%0.48%Q2 2018Q3 202322
EDMOND DE ROTHSCHILD HOLDING S.A. 22220.06%0.43%1.09%Q2 2018Q3 202322
BANK HAPOALIM BM 22220.39%1.72%4.22%Q2 2018Q3 202322
BLAIR WILLIAM & CO/IL 22220.03%0.18%0.27%Q2 2018Q3 202322
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 22220.03%0.03%0.05%Q2 2018Q3 202322
BRYN MAWR TRUST Co 22220.75%0.89%0.99%Q2 2018Q3 202322
SCHNIEDERS CAPITAL MANAGEMENT LLC 22220.48%1.17%2.95%Q2 2018Q3 202322
CLIFFORD SWAN INVESTMENT COUNSEL LLC 22220.02%0.05%0.07%Q2 2018Q3 202322
NewEdge Advisors, LLC 22220.35%0.71%1.14%Q2 2018Q3 202322
PITTENGER & ANDERSON INC 22222.63%3.08%3.68%Q2 2018Q3 202322
BAR HARBOR WEALTH MANAGEMENT 22220.42%0.82%1.22%Q2 2018Q3 202322
QUEST INVESTMENT MANAGEMENT LLC 22220.03%0.06%0.10%Q2 2018Q3 202322
ASHFORD CAPITAL MANAGEMENT INC 22220.40%0.62%0.95%Q2 2018Q3 202322
MORGAN STANLEY 22220.45%0.70%0.98%Q2 2018Q3 202322
CENTAURUS FINANCIAL, INC. 22220.08%1.26%3.60%Q2 2018Q3 202322
Banco Santander, S.A. 22220.03%0.80%1.88%Q2 2018Q3 202322
BOSTON FAMILY OFFICE LLC 22220.29%0.69%0.94%Q2 2018Q3 202322
AllSquare Wealth Management LLC 22220.14%0.73%0.96%Q2 2018Q3 202322
DIMENSION CAPITAL MANAGEMENT LLC 22220.12%1.27%3.09%Q2 2018Q3 202322
PATTEN & PATTEN INC/TN 22220.08%0.12%0.15%Q2 2018Q3 202322
DAVENPORT & Co LLC 22220.04%0.08%0.14%Q2 2018Q3 202322
BURNS J W & CO INC/NY 22221.93%2.35%2.76%Q2 2018Q3 202322
LGL PARTNERS, LLC 22220.13%1.56%2.92%Q2 2018Q3 202322
Private Ocean, LLC 22220.09%0.15%0.20%Q2 2018Q3 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 22220.01%0.02%0.04%Q2 2018Q3 202322
GRIFFIN ASSET MANAGEMENT, INC. 22220.71%1.07%1.42%Q2 2018Q3 202322
WS MANAGEMENT LLLP 710.63%3.12%13.74%Q2 2018Q3 202322
PEAPACK GLADSTONE FINANCIAL CORP 22221.42%2.63%3.62%Q2 2018Q3 202322
BigSur Wealth Management LLC 22220.15%0.29%0.84%Q2 2018Q3 202322
Integrated Advisors Network LLC 16160.00%0.73%1.56%Q4 2019Q3 202322
Cambridge Advisors Inc. 22220.18%0.24%0.28%Q2 2018Q3 202322
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 22220.02%0.05%0.08%Q2 2018Q3 202322
Concorde Asset Management, LLC 22220.25%0.73%4.25%Q2 2018Q3 202322
BESSEMER GROUP INC 22220.02%0.03%0.05%Q2 2018Q3 202322
Arete Wealth Advisors, LLC 22220.60%1.33%3.14%Q2 2018Q3 202322
Argent Trust Co 22220.08%0.11%0.15%Q2 2018Q3 202322
WELCH & FORBES LLC 22220.04%0.05%0.06%Q2 2018Q3 202322
Peninsula Wealth, LLC 22220.30%1.85%2.35%Q2 2018Q3 202322
Pinnacle Wealth Management Advisory Group, LLC 22220.32%1.76%3.19%Q2 2018Q3 202322
Capital Planning Advisors, LLC 22220.35%0.68%1.94%Q2 2018Q3 202322
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 22220.56%1.31%3.63%Q2 2018Q3 202322
MANCHESTER FINANCIAL INC 20200.01%0.23%0.53%Q4 2018Q3 202322
Capital Analysts, LLC 22220.09%0.25%0.38%Q2 2018Q3 202322
Avior Wealth Management, LLC 22220.01%0.63%2.46%Q2 2018Q3 202322
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 22221.49%2.89%4.33%Q2 2018Q3 202322
Aptus Capital Advisors, LLC 1320.01%1.46%5.13%Q4 2019Q3 202322
Shoker Investment Counsel, Inc. 22220.28%0.48%0.93%Q2 2018Q3 202322
Clarius Group, LLC 22220.12%0.17%0.29%Q2 2018Q3 202322
Pictet North America Advisors SA 22220.13%2.97%42.46%Q2 2018Q3 202322
Tortoise Investment Management, LLC 22220.06%0.10%0.14%Q2 2018Q3 202322
Cranbrook Wealth Management, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
Fisher Asset Management, LLC 22220.10%0.36%0.58%Q2 2018Q3 202322
ROCKLAND TRUST CO 22220.03%0.05%0.13%Q2 2018Q3 202322
Haverford Trust Co 22220.02%0.09%0.16%Q2 2018Q3 202322
CAMBRIDGE TRUST CO 22220.02%0.14%0.39%Q2 2018Q3 202322
Bouchey Financial Group Ltd 222212.38%16.21%19.05%Q2 2018Q3 202322
Clearstead Advisors, LLC 22220.20%2.45%4.70%Q2 2018Q3 202322
Advisors Preferred, LLC 22220.02%1.18%11.42%Q2 2018Q3 202322
E&G Advisors, LP 22220.10%0.58%1.45%Q2 2018Q3 202322
SCHMIDT P J INVESTMENT MANAGEMENT INC 22220.29%0.82%1.27%Q2 2018Q3 202322
WHITENER CAPITAL MANAGEMENT, INC. 22220.11%0.25%0.49%Q2 2018Q3 202322
CALTON & ASSOCIATES, INC. 22221.36%2.24%4.04%Q2 2018Q3 202322
MITCHELL MCLEOD PUGH & WILLIAMS INC 22220.33%0.45%0.81%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 22220.42%1.03%1.36%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.61%0.83%1.45%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.23%0.37%0.50%Q2 2018Q3 202322
Community Bank, N.A. 22220.01%0.13%0.31%Q2 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.58%0.96%2.23%Q2 2018Q3 202322
PEDDOCK CAPITAL ADVISORS, LLC 22220.70%0.96%1.28%Q2 2018Q3 202322
SUMMIT FINANCIAL GROUP, INC. 22221.21%1.72%2.49%Q2 2018Q3 202322
D. SCOTT NEAL, INC. 22220.78%13.90%26.28%Q2 2018Q3 202322
MARCO INVESTMENT MANAGEMENT LLC 22220.14%0.18%0.24%Q2 2018Q3 202322
JAMES INVESTMENT RESEARCH INC 22220.00%0.07%0.15%Q2 2018Q3 202322
COLONY GROUP LLC 22220.05%0.15%0.51%Q2 2018Q3 202322
Gerber Kawasaki Wealth & Investment Management 1290.04%1.12%1.84%Q2 2018Q3 202322
Sunbelt Securities, Inc. 22220.11%0.81%1.24%Q2 2018Q3 202322
Ironwood Financial, llc 22220.46%0.87%1.34%Q2 2018Q3 202322
SMITH CHAS P & ASSOCIATES PA CPAS 22222.42%4.16%5.21%Q2 2018Q3 202322
Traynor Capital Management, Inc. 22220.38%1.02%1.69%Q2 2018Q3 202322
GIRARD PARTNERS LTD. 22220.06%0.10%0.21%Q2 2018Q3 202322
SIGMA INVESTMENT COUNSELORS INC 22220.07%0.27%0.46%Q2 2018Q3 202322
ZACKS INVESTMENT MANAGEMENT 22220.01%0.03%0.07%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.01%0.06%0.19%Q2 2018Q3 202322
Raab & Moskowitz Asset Management LLC 22220.26%0.38%0.53%Q2 2018Q3 202322
FIRST FOUNDATION ADVISORS 22220.02%0.10%0.21%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.06%0.23%0.39%Q2 2018Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 22220.04%0.09%0.16%Q2 2018Q3 202322
SouthState Corp 22220.13%0.18%0.23%Q2 2018Q3 202322
WESPAC Advisors SoCal, LLC 22220.11%0.17%0.31%Q2 2018Q3 202322
Peak Asset Management, LLC 22220.27%0.59%0.74%Q2 2018Q3 202322
TELEMUS CAPITAL, LLC 22220.14%0.22%0.32%Q2 2018Q3 202322
FIRST CITIZENS BANK & TRUST CO 22220.03%0.08%0.24%Q2 2018Q3 202322
BUTENSKY & COHEN FINANCIAL SECURITY, INC 22220.18%0.63%0.92%Q2 2018Q3 202322
Trust Co 22220.00%0.07%0.39%Q2 2018Q3 202322
Interval Partners, LP 1310.04%1.97%6.11%Q3 2018Q3 202322
HERITAGE INVESTORS MANAGEMENT CORP 22220.06%0.08%0.09%Q2 2018Q3 202322
BAILARD, INC. 22220.72%3.14%4.87%Q2 2018Q3 202322
Parker Investment Management, LLC 22228.46%19.03%35.74%Q2 2018Q3 202322
Silicon Valley Capital Partners 22226.59%16.11%28.04%Q2 2018Q3 202322
PINNACLE ASSOCIATES LTD 22220.23%0.75%1.15%Q2 2018Q3 202322
SUN LIFE FINANCIAL INC 22223.00%7.31%13.84%Q2 2018Q3 202322
Oakworth Capital, Inc. 22220.04%0.05%0.07%Q2 2018Q3 202322
First Horizon Advisors, Inc. 22220.03%0.66%1.88%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.01%0.01%0.02%Q2 2018Q3 202322
FRONT BARNETT ASSOCIATES LLC 22220.04%0.29%0.66%Q2 2018Q3 202322
CITY HOLDING CO 22220.04%0.11%0.19%Q2 2018Q3 202322
NORTH POINT PORTFOLIO MANAGERS CORP/OH 22220.08%0.12%0.19%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.14%0.27%0.37%Q2 2018Q3 202322
Simmons Bank 22220.46%1.01%1.50%Q2 2018Q3 202322
WEATHERLY ASSET MANAGEMENT L. P. 22220.07%0.10%0.13%Q2 2018Q3 202322
WEALTHSOURCE PARTNERS, LLC 22220.09%0.29%1.25%Q2 2018Q3 202322
FIRST FINANCIAL CORP /IN/ 22220.14%0.58%0.95%Q2 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22220.12%0.14%0.17%Q2 2018Q3 202322
Blume Capital Management, Inc. 21210.01%0.04%0.38%Q3 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.17%1.33%2.44%Q2 2018Q3 202322
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 22220.32%0.43%0.55%Q2 2018Q3 202322
CHATHAM CAPITAL GROUP, INC. 22220.07%0.85%1.71%Q2 2018Q3 202322
KCM INVESTMENT ADVISORS LLC 22220.30%0.50%0.68%Q2 2018Q3 202322
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22221.12%2.58%5.45%Q2 2018Q3 202322
Focused Wealth Management, Inc 22220.12%1.58%7.58%Q2 2018Q3 202322
UMB Bank, n.a. 22220.01%0.02%0.04%Q2 2018Q3 202322
Tradewinds Capital Management, LLC 22220.01%0.04%0.07%Q2 2018Q3 202322
Miracle Mile Advisors, LLC 22222.98%4.38%6.14%Q2 2018Q3 202322
Compagnie Lombard Odier SCmA 22220.08%0.15%0.28%Q2 2018Q3 202322
Pinnacle Family Advisors, LLC 22220.30%4.95%10.19%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.11%0.54%1.75%Q2 2018Q3 202322
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 22220.02%0.02%0.03%Q2 2018Q3 202322
TCI Wealth Advisors, Inc. 22220.09%0.16%0.37%Q2 2018Q3 202322
Bank Pictet & Cie (Europe) AG 22220.86%3.86%11.03%Q2 2018Q3 202322
COMMERCE BANK 22220.09%0.26%0.40%Q2 2018Q3 202322
Patten Group, Inc. 22220.10%0.20%0.39%Q2 2018Q3 202322
FARMERS & MERCHANTS INVESTMENTS INC 21210.00%0.01%0.01%Q3 2018Q3 202321
KWMG, LLC 1380.14%1.44%2.52%Q2 2018Q3 202321
Summit Financial Wealth Advisors, LLC 21210.07%0.13%0.23%Q3 2018Q3 202321
BRADLEY FOSTER & SARGENT INC/CT 1380.01%0.08%0.16%Q2 2018Q3 202321
DUNCKER STREETT & CO INC 1650.03%0.11%0.20%Q2 2018Q3 202321
PRIVATE ASSET MANAGEMENT INC 1920.12%0.17%0.22%Q2 2018Q3 202321
CYPRESS ASSET MANAGEMENT INC/TX 21210.44%0.73%1.43%Q2 2018Q2 202321
INTRUST BANK NA 1290.06%0.27%1.66%Q2 2018Q3 202321
DAVIS R M INC 2010.01%0.02%0.03%Q2 2018Q3 202321
CAXTON ASSOCIATES LP 410.05%1.21%7.08%Q2 2018Q3 202321
SANDERS MORRIS HARRIS LLC 1830.04%12.05%29.93%Q2 2018Q3 202321
ALBION FINANCIAL GROUP /UT 11100.21%0.56%1.10%Q2 2018Q3 202321
Ameritas Investment Partners, Inc. 21210.01%0.19%0.47%Q3 2018Q3 202321
TD ASSET MANAGEMENT INC 1740.07%0.60%1.47%Q2 2018Q3 202321
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1830.02%0.04%0.11%Q2 2018Q3 202321
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 21210.03%0.09%0.65%Q3 2018Q3 202321
Advanced Asset Management Advisors Inc 1740.10%1.18%7.39%Q2 2018Q3 202321
MCMILLION CAPITAL MANAGEMENT INC 21213.00%3.49%5.08%Q2 2018Q2 202321
JOHNSON INVESTMENT COUNSEL INC 21210.04%0.10%0.17%Q3 2018Q3 202321
NORTHEAST INVESTMENT MANAGEMENT 21210.02%0.03%0.05%Q3 2018Q3 202321
COLDSTREAM CAPITAL MANAGEMENT INC 1740.25%0.39%0.60%Q2 2018Q3 202321
ASSOCIATED BANC-CORP 11100.01%0.12%0.58%Q2 2018Q3 202321
FIRST HAWAIIAN BANK 21210.04%0.08%0.64%Q3 2018Q3 202321
C M BIDWELL & ASSOCIATES LTD 21210.01%0.01%0.14%Q3 2018Q3 202321
CITIZENS FINANCIAL GROUP INC/RI 21210.01%0.06%0.14%Q3 2018Q3 202321
STEPHENS INC /AR/ 21210.26%0.51%1.44%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.51%Q3 2018Q3 202321
NOTTINGHAM ADVISORS, INC. 21210.02%0.41%6.64%Q3 2018Q3 202321
FIRST MANHATTAN CO. LLC. 1740.01%0.01%0.02%Q2 2018Q3 202321
WEBSTER BANK, N. A. 21210.06%0.54%0.89%Q3 2018Q3 202321
SEARLE & CO. 1920.27%0.90%1.23%Q2 2018Q3 202321
COZAD ASSET MANAGEMENT INC 21210.33%0.44%0.52%Q3 2018Q3 202321
PINNACLE FINANCIAL PARTNERS INC 1920.01%0.12%0.20%Q2 2018Q3 202321
MML INVESTORS SERVICES, LLC 1921.25%2.02%2.68%Q2 2018Q3 202321
LINCOLN NATIONAL CORP 1830.18%0.70%1.03%Q2 2018Q3 202321
RNC CAPITAL MANAGEMENT LLC 21210.04%0.07%0.15%Q2 2018Q2 202321
Family Capital Trust Co 21210.08%0.15%0.27%Q2 2018Q2 202321
BOKF, NA 1290.61%0.76%0.88%Q2 2018Q3 202321
CENTRAL TRUST Co 21210.05%0.20%0.43%Q3 2018Q3 202321
PETTYJOHN, WOOD & WHITE, INC 2011.31%1.55%1.90%Q2 2018Q3 202321
VESTOR CAPITAL, LLC 1380.02%0.28%2.94%Q2 2018Q3 202321
WOODMONT INVESTMENT COUNSEL LLC 21210.26%0.42%0.54%Q3 2018Q3 202321
WHITTIER TRUST CO 1290.22%0.25%0.30%Q2 2018Q3 202321
FLPUTNAM INVESTMENT MANAGEMENT CO 1920.33%0.71%1.13%Q2 2018Q3 202321
Simplify Asset Management Inc. 11110.16%3.06%11.40%Q4 2020Q2 202321
Financial Planning & Information Services, Inc. 1920.50%1.03%1.48%Q2 2018Q3 202321
WHITTIER TRUST CO OF NEVADA INC 1290.71%1.03%1.26%Q2 2018Q3 202321
AMERICAN NATIONAL BANK 21210.07%0.17%0.33%Q3 2018Q3 202321
WEALTH ADVISORS, INC. 16160.01%4.49%6.71%Q4 2019Q3 202321
Laird Norton Wetherby Wealth Management, LLC 1920.03%0.07%0.11%Q2 2018Q3 202321
REGIONS FINANCIAL CORP 21210.18%0.25%0.34%Q3 2018Q3 202321
NTV ASSET MANAGEMENT LLC 21213.17%3.80%5.00%Q3 2018Q3 202321
Veritable, L.P. 21210.17%0.22%0.30%Q2 2018Q2 202321
First Financial Bank - Trust Division 1470.03%0.05%0.24%Q2 2018Q4 202321
Texas Yale Capital Corp. 21210.82%1.07%1.36%Q3 2018Q3 202321
RMB Capital Management, LLC 1830.02%0.05%0.12%Q2 2018Q3 202321
FORVIS Wealth Advisors, LLC 1470.02%0.06%0.12%Q2 2018Q3 202321
Ballentine Partners, LLC 21210.02%0.19%0.40%Q3 2018Q3 202321
Penbrook Management LLC 21210.45%0.91%1.30%Q3 2018Q3 202321
Mathes Company, Inc. 1920.46%0.63%0.75%Q2 2018Q3 202321
Lee Financial Co 1830.02%0.42%2.15%Q2 2018Q3 202321
MEITAV INVESTMENT HOUSE LTD 1920.09%2.38%7.03%Q2 2018Q3 202321
Choate Investment Advisors 21210.02%0.12%0.28%Q3 2018Q3 202321
Apriem Advisors 2010.36%0.58%0.70%Q2 2018Q3 202321
Dana Investment Advisors, Inc. 11100.02%0.06%0.13%Q2 2018Q3 202321
Avantax Planning Partners, Inc. 1290.10%0.15%0.23%Q2 2018Q3 202321
B & T Capital Management DBA Alpha Capital Management 21210.30%6.18%9.93%Q3 2018Q3 202321
LS Investment Advisors, LLC 21210.00%0.06%0.13%Q3 2018Q3 202321
Old North State Trust, LLC 21210.16%0.30%0.44%Q3 2018Q3 202321
Ipswich Investment Management Co., Inc. 21210.26%0.32%0.37%Q3 2018Q3 202321
Portfolio Strategies, Inc. 1920.12%3.36%6.62%Q2 2018Q3 202321
United Capital Management of KS, Inc. 21211.44%2.54%3.70%Q3 2018Q3 202321
Endurance Wealth Management, Inc. 21210.39%0.51%0.68%Q2 2018Q2 202321
Truvestments Capital LLC 1920.29%0.67%1.02%Q2 2018Q3 202321
MinichMacGregor Wealth Management, LLC 1920.09%0.27%1.76%Q2 2018Q3 202321
AJ WEALTH STRATEGIES, LLC 21213.60%8.06%15.07%Q2 2018Q2 202321
Winthrop Advisory Group LLC 21210.39%3.53%5.65%Q3 2018Q3 202321
LFA - Lugano Financial Advisors SA 1650.34%0.61%1.29%Q2 2018Q3 202321
Charles Schwab Investment Advisory, Inc. 1470.00%0.18%0.80%Q2 2018Q3 202321
KELLEHER FINANCIAL ADVISORS 1830.36%0.62%1.09%Q2 2018Q3 202321
Carlton Hofferkamp & Jenks Wealth Management, LLC 1920.15%0.69%1.12%Q2 2018Q3 202321
Carnegie Capital Asset Management, LLC 1560.34%0.39%0.46%Q2 2018Q3 202321
MGO ONE SEVEN LLC 21210.14%0.54%1.11%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.04%0.20%0.38%Q3 2018Q3 202321
SEGALL BRYANT & HAMILL, LLC 1470.04%0.07%0.12%Q2 2018Q3 202321
Nikulski Financial, Inc. 11100.54%1.93%2.69%Q2 2018Q3 202321
Keystone Financial Group 1920.26%0.57%0.96%Q2 2018Q3 202321
Gryphon Financial Partners LLC 2010.07%0.19%0.28%Q2 2018Q3 202321
LAKE STREET ADVISORS GROUP, LLC 1740.34%0.48%0.76%Q2 2018Q3 202321
Jackson Wealth Management, LLC 1920.17%2.70%5.59%Q2 2018Q3 202321
DeDora Capital, Inc. 1471.78%2.91%4.33%Q2 2018Q3 202321
Csenge Advisory Group 1473.03%6.17%8.61%Q2 2018Q3 202321
Prospera Financial Services Inc 1831.07%1.72%2.59%Q2 2018Q3 202321
Kistler-Tiffany Companies, LLC 21210.00%0.05%0.84%Q2 2018Q2 202321
GenWealth Group, Inc. 1470.08%3.67%5.80%Q2 2018Q3 202321
RWA WEALTH PARTNERS, LLC 11100.01%0.14%0.23%Q2 2018Q3 202321
BDO Wealth Advisors, LLC 21210.04%0.32%0.58%Q2 2018Q2 202321
Brickley Wealth Management 21210.45%0.66%1.14%Q3 2018Q3 202321
TIAA, FSB 21210.02%0.04%0.05%Q2 2018Q2 202321
Intercontinental Wealth Advisors, LLC 21215.44%9.97%16.57%Q2 2018Q2 202321
Diligent Investors, LLC 21210.08%0.14%0.21%Q3 2018Q3 202321
Founders Capital Management 1385.76%7.68%9.72%Q2 2018Q4 202321
Keeley-Teton Advisors, LLC 1290.04%0.20%0.39%Q2 2018Q3 202321
Consolidated Investment Group LLC 21214.38%13.48%23.86%Q3 2018Q3 202321
Regal Investment Advisors LLC 1010.05%1.15%2.40%Q2 2018Q3 202321
Pacific Center for Financial Services 1838.84%12.09%14.32%Q2 2018Q3 202321
Horizon Investments, LLC 1160.01%2.68%8.44%Q2 2019Q3 202321
Chicago Partners Investment Group LLC 1380.08%0.21%0.41%Q2 2018Q3 202321
SignalPoint Asset Management, LLC 21210.21%0.55%0.81%Q3 2018Q3 202321
Meridian Wealth Management, LLC 1562.89%5.05%7.79%Q2 2018Q3 202321
Somerset Group LLC 21214.00%4.75%5.43%Q3 2018Q3 202321
Merriman Wealth Management, LLC 21210.05%0.54%3.23%Q2 2018Q2 202321
First Command Financial Services, Inc. 21210.01%0.18%0.44%Q2 2018Q2 202321
First Command Bank 21210.06%0.19%0.44%Q2 2018Q2 202321
Main Management LLC 21210.03%4.65%8.42%Q3 2018Q3 202321
Paragon Wealth Strategies, LLC 860.08%8.39%11.98%Q2 2018Q4 202321
Nicholas Hoffman & Company, LLC. 1830.06%1.32%5.81%Q2 2018Q3 202321
Cornerstone Wealth Management, LLC 1610.00%1.19%1.88%Q2 2018Q3 202321
1832 Asset Management L.P. 1380.00%0.00%0.05%Q2 2018Q3 202321
Bristlecone Advisors, LLC 1830.06%1.28%4.89%Q2 2018Q3 202321
Berkeley Capital Partners, LLC 1921.12%2.97%5.29%Q2 2018Q3 202321
RPG Investment Advisory, LLC 1470.01%0.05%0.21%Q2 2018Q3 202321
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1920.24%0.33%0.44%Q2 2018Q3 202321
Venturi Wealth Management, LLC 21210.03%3.10%9.83%Q3 2018Q3 202321
FAS Wealth Partners, Inc. 2010.09%0.12%0.16%Q2 2018Q3 202321
TRUST CO OF TOLEDO NA /OH/ 21210.08%0.22%0.48%Q4 2018Q4 202321
FORT PITT CAPITAL GROUP, LLC 1740.01%0.05%0.12%Q2 2018Q3 202321
Darwin Wealth Management, LLC 2010.42%4.26%9.50%Q2 2018Q3 202321
Klingman & Associates, LLC 1920.04%0.06%0.08%Q2 2018Q3 202321
Northeast Financial Consultants Inc 21211.01%1.86%2.71%Q3 2018Q3 202321
Sequoia Financial Advisors, LLC 1650.20%0.53%0.91%Q2 2018Q3 202321
SMITH SHELLNUT WILSON LLC /ADV 21212.90%5.09%6.87%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.03%0.06%0.10%Q2 2018Q2 202321
Capital Investment Advisory Services, LLC 1110.02%1.02%3.80%Q2 2018Q3 202321
Vista Private Wealth Partners. LLC 21210.40%0.60%0.82%Q3 2018Q3 202321
First PREMIER Bank 21210.00%0.19%0.36%Q3 2018Q3 202321
IPG Investment Advisors LLC 11100.58%1.00%2.71%Q2 2018Q3 202321
Arcus Capital Partners, LLC 1740.53%1.95%3.31%Q2 2018Q3 202321
QUADRANT CAPITAL GROUP LLC 1470.01%0.11%0.23%Q2 2018Q3 202321
Jackson, Grant Investment Advisers, Inc. 2010.09%0.19%0.34%Q2 2018Q3 202321
Roble, Belko & Company, Inc 1650.12%0.16%0.20%Q2 2018Q3 202321
ROPES WEALTH ADVISORS LLC 21210.02%0.06%0.12%Q3 2018Q3 202321
Diversified Portfolios, Inc. 21210.21%0.31%0.41%Q3 2018Q3 202321
Analyst IMS Investment Management Services Ltd. 21216.58%17.23%24.73%Q3 2018Q3 202321
Elite Wealth Management, Inc. 1380.15%3.59%16.37%Q2 2018Q3 202321
Summit Financial Strategies, Inc. 11100.07%0.12%0.16%Q2 2018Q3 202321
Brio Consultants, LLC 20200.06%0.10%0.17%Q4 2018Q3 202320
DEARBORN PARTNERS LLC 20200.02%0.05%0.06%Q4 2018Q3 202320
Mount Yale Investment Advisors, LLC 1720.03%0.33%0.50%Q2 2018Q3 202320
WESBANCO BANK INC 1190.23%0.28%0.36%Q3 2018Q3 202320
Godshalk Welsh Capital Management, Inc. 1190.30%0.35%0.40%Q3 2018Q3 202320
GFS Advisors, LLC 18180.13%1.50%3.23%Q2 2019Q3 202320
Beacon Pointe Advisors, LLC 20200.38%0.63%1.45%Q4 2018Q3 202320
WINTRUST INVESTMENTS LLC 1410.12%0.90%4.49%Q2 2018Q3 202320
HOLDERNESS INVESTMENTS CO 1371.36%2.21%2.91%Q2 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.14%0.39%0.58%Q4 2018Q3 202320
ASSET MANAGEMENT CORP /IL/ /ADV 1010.10%1.99%8.42%Q1 2020Q1 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.27%0.46%0.73%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.27%0.47%0.69%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.29%1.41%5.01%Q4 2018Q3 202320
Barber Financial Group, Inc. 20200.15%3.92%12.84%Q2 2018Q1 202320
Flaharty Asset Management, LLC 1910.08%1.16%2.48%Q3 2018Q3 202320
SHELTON CAPITAL MANAGEMENT 1640.01%0.09%0.21%Q2 2018Q3 202320
Sowell Financial Services LLC 1730.32%2.45%3.94%Q3 2018Q3 202320
LEVEL FOUR ADVISORY SERVICES, LLC 1030.00%2.75%5.08%Q2 2018Q2 202320
BBR PARTNERS, LLC 20200.05%0.10%0.21%Q4 2018Q3 202320
Apollon Wealth Management, LLC 20200.02%3.57%12.19%Q4 2018Q3 202320
Outlook Wealth Advisors, LLC 20200.65%1.63%2.86%Q4 2018Q3 202320
MCF Advisors LLC 1370.02%0.14%0.23%Q3 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.54%0.92%1.59%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.18%0.64%1.53%Q4 2018Q3 202320
SlateStone Wealth, LLC 20204.09%5.68%7.64%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.00%0.04%0.14%Q4 2018Q3 202320
Ayalon Insurance Comp Ltd. 20201.84%2.95%7.18%Q4 2018Q3 202320
CHURCHILL MANAGEMENT Corp 1320.06%4.77%15.86%Q2 2018Q3 202320
SpiderRock Advisors, LLC 870.01%0.19%1.15%Q3 2019Q3 202320
PIN OAK INVESTMENT ADVISORS INC 20200.02%0.14%0.91%Q4 2018Q3 202320
MYDA Advisors LLC 810.47%3.86%21.08%Q3 2018Q3 202320
HWG Holdings LP 720.02%2.43%13.06%Q2 2018Q4 202320
SCOTIA CAPITAL INC. 1370.17%0.22%0.29%Q3 2018Q3 202320
WealthBridge Capital Management, LLC 20200.52%2.28%3.15%Q4 2018Q3 202320
JCIC Asset Management Inc. 1550.02%0.23%0.43%Q3 2018Q3 202320
Pathway Financial Advisors LLC 1280.21%0.38%0.56%Q2 2018Q3 202320
Rehmann Capital Advisory Group 1310.22%0.95%1.76%Q2 2018Q3 202320
Cedar Brook Financial Partners, LLC 20201.08%1.82%2.34%Q4 2018Q3 202320
Legend Financial Advisors, Inc. 20206.98%11.66%14.97%Q4 2018Q3 202320
Cornerstone Advisory, LLC 1910.05%0.60%0.97%Q3 2018Q3 202320
9258 Wealth Management, LLC 20200.44%0.88%1.20%Q4 2018Q3 202320
WATERS PARKERSON & CO., LLC 20200.07%0.09%0.11%Q4 2018Q3 202320
Campbell Wealth Management 20204.93%6.26%7.54%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20202.02%3.43%5.90%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.00%0.31%0.77%Q4 2018Q3 202320
Heritage Wealth Advisors 20200.01%0.02%0.03%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.90%2.56%3.31%Q4 2018Q3 202320
TRUE Private Wealth Advisors 1910.03%0.48%0.97%Q3 2018Q3 202320
Parsec Financial Management, Inc. 20200.03%0.07%0.10%Q2 2018Q1 202320
Thomas J. Herzfeld Advisors, Inc. 20200.02%0.03%0.05%Q4 2018Q3 202320
Canal Capital Management, LLC 20200.14%0.88%1.59%Q4 2018Q3 202320
SUMITOMO MITSUI FINANCIAL GROUP, INC. 20200.01%3.54%15.79%Q4 2018Q3 202320
Vigilant Capital Management, LLC 10100.02%0.03%0.06%Q2 2018Q2 202320
Strategic Blueprint, LLC 19190.00%0.54%3.17%Q1 2019Q3 202320
VICUS CAPITAL 1640.68%1.58%2.74%Q2 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20201.21%1.98%3.42%Q4 2018Q3 202320
CABOT WEALTH MANAGEMENT INC 20200.06%0.08%0.10%Q2 2018Q1 202320
Western Wealth Management, LLC 1180.00%3.82%6.77%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.12%0.38%0.79%Q4 2018Q3 202320
IMA Wealth, Inc. 20200.06%0.12%0.18%Q4 2018Q3 202320
JNBA Financial Advisors 20200.00%0.02%0.06%Q4 2018Q3 202320
Pasadena Private Wealth, LLC 20200.28%0.41%0.67%Q4 2018Q3 202320
PRW Wealth Management LLC 20200.20%3.43%6.44%Q4 2018Q3 202320
AQR Capital Management 610.00%0.14%0.39%Q2 2018Q3 202320
Omega Financial Group, LLC 20200.35%1.27%1.50%Q4 2018Q3 202320
Archer Investment Corp 20200.14%1.99%4.67%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.59%0.79%1.22%Q3 2018Q3 202320
Laurel Wealth Advisors LLC 20200.05%0.06%0.07%Q4 2018Q3 202320
Atlas Brown,Inc. 20200.15%0.26%0.50%Q4 2018Q3 202320
Seelaus Asset Management LLC 20200.49%0.74%1.13%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.48%0.76%1.15%Q4 2018Q3 202320
Trek Financial, LLC 20200.48%7.01%19.27%Q4 2018Q3 202320
Chevy Chase Trust Holdings, LLC 1120.00%0.00%0.01%Q2 2018Q3 202320
Tennessee Valley Asset Management Partners 20202.10%3.77%5.47%Q4 2018Q3 202320
High Falls Advisors, Inc 1640.58%0.89%1.39%Q2 2018Q2 202320
Sand Hill Global Advisors, LLC 1540.00%0.04%0.07%Q4 2018Q3 202320
LIBERTY WEALTH MANAGEMENT LLC 1630.02%0.21%0.43%Q4 2018Q3 202320
Virtue Capital Management, LLC 1640.06%0.62%1.88%Q3 2018Q3 202320
Ellis Investment Partners, LLC 20202.34%3.00%3.86%Q4 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20200.07%1.59%6.26%Q4 2018Q3 202320
RPg Family Wealth Advisory, LLC 1140.04%0.11%0.30%Q2 2018Q3 202320
Atria Investments, Inc 850.70%1.84%3.78%Q2 2018Q3 202320
Prestige Wealth Management Group LLC 20200.01%0.03%0.04%Q4 2018Q3 202320
BERKSHIRE ASSET MANAGEMENT LLC/PA 1730.02%0.04%0.06%Q3 2018Q3 202320
Taikang Asset Management (Hong Kong) Co Ltd 20200.19%1.10%2.79%Q2 2018Q1 202320
Wambolt & Associates, LLC 20200.11%0.20%0.32%Q4 2018Q3 202320
Colonial Trust Advisors 1910.04%0.05%0.08%Q3 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20201.12%1.80%2.76%Q4 2018Q3 202320
RDA Financial Network 19190.00%4.40%6.72%Q1 2019Q3 202320
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.11%0.21%Q4 2019Q3 202320
DSC Advisors, L.P. 610.00%10.55%44.83%Q2 2018Q1 202320
PRECEPT MANAGEMENT LLC 610.01%12.48%39.16%Q2 2018Q3 202320
Stelac Advisory Services LLC 1510.21%2.13%8.61%Q2 2018Q3 202320
Legacy Advisors, LLC 1550.63%1.48%2.54%Q2 2018Q3 202320
ARGI Investment Services, LLC 1120.00%0.04%0.10%Q2 2018Q4 202220
JSF Financial, LLC 20202.34%3.79%5.03%Q4 2018Q3 202320
BUCKINGHAM STRATEGIC WEALTH, LLC 1360.00%0.29%0.86%Q2 2018Q3 202320
Northwest Bancshares, Inc. 1320.14%0.31%0.55%Q2 2018Q3 202320
Avidian Wealth Solutions, LLC 14140.00%0.05%0.11%Q2 2020Q3 202320
Next Capital Management LLC 20200.39%3.53%7.09%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 19190.00%0.34%3.00%Q2 2018Q4 202220
Elliott Investment Management L.P. 1130.46%8.50%29.49%Q1 2020Q3 202320
EXENCIAL WEALTH ADVISORS, LLC 19190.02%0.33%0.60%Q1 2019Q3 202320
Realta Investment Advisors 19190.03%1.56%2.78%Q1 2019Q3 202320
MACKENZIE FINANCIAL CORP 20200.03%0.07%0.18%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20200.31%2.92%5.08%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.04%0.29%1.23%Q4 2018Q3 202320
FAYEZ SAROFIM & CO 20200.00%0.00%0.01%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.09%0.38%0.62%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.29%0.74%1.03%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.18%0.96%1.67%Q4 2018Q3 202320
COMERICA BANK 1910.03%0.50%1.09%Q2 2018Q3 202320
Insight Wealth Strategies, LLC 20200.04%0.12%0.23%Q4 2018Q3 202320
RHS Financial, LLC 20200.39%0.49%0.58%Q4 2018Q3 202320
AMUSSEN HUNSAKER ASSOCIATES LLC 920.10%0.41%1.60%Q2 2018Q3 202320
Pinnacle Wealth Planning Services, Inc. 1910.07%0.21%1.71%Q3 2018Q3 202320
Geller Advisors LLC 1540.05%0.20%0.62%Q2 2018Q3 202320
SCOPUS ASSET MANAGEMENT, L.P. 710.13%1.19%4.96%Q2 2018Q3 202319
Fieldpoint Private Securities, LLC 17170.19%0.49%0.84%Q2 2018Q2 202219
Redhawk Wealth Advisors, Inc. 1450.25%2.19%19.02%Q3 2018Q3 202319
Executive Wealth Management, LLC 1630.12%0.84%2.98%Q4 2018Q3 202319
FLC Capital Advisors 19190.15%0.24%0.32%Q4 2018Q2 202319
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1310.01%0.05%0.07%Q2 2018Q3 202319
Claraphi Advisory Network, LLC 19190.46%0.80%1.72%Q2 2018Q4 202219
Measured Wealth Private Client Group, LLC 1710.10%0.25%0.43%Q3 2018Q3 202319
Westside Investment Management, Inc. 1510.16%1.57%3.36%Q2 2018Q3 202319
Princeton Global Asset Management LLC 19190.02%0.22%0.99%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.04%0.08%0.19%Q4 2018Q2 202319
Advisory Resource Group 1720.12%0.52%1.28%Q4 2018Q3 202319
American Investment Services, Inc. 1810.99%2.03%2.65%Q2 2018Q3 202319
Shulman DeMeo Asset Management LLC 19193.42%5.27%15.64%Q4 2018Q2 202319
Evolution Wealth Advisors, LLC 1720.10%3.18%6.61%Q4 2018Q3 202319
Frisch Financial Group, Inc. 1810.39%0.52%0.64%Q4 2018Q3 202319
TOWNSQUARE CAPITAL LLC 1810.04%0.12%0.24%Q4 2018Q3 202319
Baker Ellis Asset Management LLC 19190.39%0.54%0.71%Q1 2019Q3 202319
Valtinson Bruner Financial Planning LLC 1630.62%0.75%0.87%Q4 2018Q3 202319
American Financial Advisors, LLC 1450.71%6.43%8.92%Q4 2018Q3 202319
TWIN FOCUS CAPITAL PARTNERS, LLC 1810.06%0.39%1.79%Q3 2018Q3 202319
Xcel Wealth Management, LLC 1540.14%0.21%0.27%Q4 2018Q3 202319
RVW Wealth, LLC 1810.71%0.96%1.43%Q1 2019Q4 202319
Weaver Consulting Group 19190.16%0.52%0.70%Q1 2019Q3 202319
Jaffetilchin Investment Partners, LLC 1360.80%3.16%5.60%Q4 2018Q3 202319
LAKE STREET PRIVATE WEALTH, LLC 19190.20%1.69%2.46%Q1 2019Q3 202319
BROWN BROTHERS HARRIMAN & CO 19190.00%0.01%0.02%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.29%0.38%Q1 2019Q3 202319
Bremer Bank National Association 19190.06%1.43%4.60%Q1 2019Q3 202319
Evensky & Katz LLC 19190.01%2.96%4.24%Q1 2019Q3 202319
Laurion Capital Management LP 710.12%1.83%6.90%Q2 2018Q3 202119
Essex Savings Bank 1720.39%0.85%1.05%Q4 2018Q3 202319
Spectrum Wealth Advisory Group, LLC 19193.08%16.46%32.94%Q1 2019Q3 202319
Riggs Asset Managment Co. Inc. 19190.00%0.23%1.15%Q1 2019Q3 202319
Bray Capital Advisors 1540.01%0.02%0.03%Q2 2018Q3 202319
Providence Wealth Advisors, LLC 1812.27%3.76%4.90%Q2 2018Q1 202319
DRW Securities, LLC 710.09%1.49%7.03%Q2 2018Q2 202019
SG3 Management, LLC 810.05%0.62%3.44%Q1 2019Q1 202219
Austin Private Wealth, LLC 870.00%0.16%0.44%Q4 2019Q3 202319
NOMURA ASSET MANAGEMENT CO LTD 1720.01%0.08%0.17%Q2 2018Q3 202319
Foundations Investment Advisors, LLC 1510.03%2.81%8.84%Q2 2018Q3 202319
NORTH STAR ASSET MANAGEMENT INC 1410.01%0.02%0.02%Q3 2018Q3 202319
Quad-Cities Investment Group, LLC 760.12%0.67%1.78%Q2 2018Q3 202319
Wealthquest Corp 1450.03%0.14%0.40%Q4 2018Q3 202319
TSFG, LLC 19191.64%2.41%3.41%Q1 2019Q3 202319
USA FINANCIAL FORMULAS 1720.00%0.28%0.73%Q3 2018Q3 202319
DELTA ASSET MANAGEMENT LLC/TN 1540.00%0.01%0.02%Q2 2018Q3 202319
EXANE DERIVATIVES 1140.00%0.17%1.51%Q2 2018Q2 202219
AlphaStar Capital Management, LLC 1320.06%0.77%1.66%Q2 2018Q3 202319
Brookstone Capital Management 1270.41%1.62%3.40%Q2 2018Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.20%0.30%0.50%Q1 2019Q3 202319
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1720.01%0.06%0.09%Q2 2018Q3 202319
Laurel Wealth Advisors, Inc. 19190.78%1.57%2.57%Q2 2018Q4 202219
GAMBLE JONES INVESTMENT COUNSEL 19190.26%0.34%0.41%Q2 2018Q4 202219
Riverview Trust Co 19190.01%0.03%0.04%Q1 2019Q3 202319
Coyle Financial Counsel LLC 1814.31%7.10%8.93%Q2 2018Q1 202319
Robertson Stephens Wealth Management, LLC 1720.36%2.53%4.83%Q4 2018Q3 202319
Harvest Investment Services, LLC 19190.81%3.45%5.72%Q4 2018Q2 202319
Horan Securities, Inc. 760.00%0.01%0.05%Q2 2018Q2 202319
Certified Advisory Corp 1180.68%1.31%2.74%Q3 2018Q3 202319
FOUNDERS FINANCIAL SECURITIES LLC 1540.33%2.27%3.70%Q4 2018Q3 202319
Private Advisory Group LLC 1180.16%0.87%2.24%Q2 2018Q3 202319
Aspire Private Capital, LLC 1630.00%0.15%0.61%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1022.08%2.98%5.90%Q3 2018Q3 202319
MONETA GROUP INVESTMENT ADVISORS LLC 1810.02%0.28%0.45%Q2 2018Q3 202319
Windham Capital Management, LLC 19190.44%1.11%2.21%Q1 2019Q3 202319
Larson Financial Group LLC 1810.02%3.24%6.74%Q4 2018Q3 202319
Vigilare Wealth Management 17170.30%1.97%3.13%Q4 2019Q4 202319
Private Wealth Group, LLC 1090.13%1.61%5.61%Q2 2018Q3 202319
BERKSHIRE CAPITAL HOLDINGS INC 1410.00%0.00%0.00%Q3 2018Q3 202319
GOFEN & GLOSSBERG LLC /IL/ 19190.06%0.10%0.16%Q2 2018Q4 202219
Bedel Financial Consulting, Inc. 1630.00%0.01%0.05%Q2 2018Q2 202319
WealthPLAN Partners, LLC 1450.21%0.59%0.88%Q4 2018Q4 202319
M Holdings Securities, Inc. 1361.40%2.70%3.72%Q2 2018Q2 202319
Pettinga Financial Advisors LLC 19190.87%1.59%3.40%Q1 2019Q3 202319
Fusion Family Wealth LLC 1635.63%6.64%7.19%Q4 2018Q3 202319
Calamos Advisors LLC 14140.02%0.64%2.00%Q2 2020Q3 202319
CPWM, LLC 19190.17%0.25%0.29%Q1 2018Q3 202219
Avalon Investment & Advisory 1450.01%0.02%0.03%Q2 2018Q1 202319
CADINHA & CO LLC 1420.04%0.08%0.17%Q2 2018Q3 202319
CRA Financial Services, LLC 1362.38%3.00%3.45%Q4 2018Q3 202319
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 1410.56%1.06%1.73%Q3 2018Q3 202319
Ahrens Investment Partners LLC 1270.14%0.27%0.77%Q2 2018Q1 202319
Ledyard National Bank 19190.04%0.06%0.09%Q1 2019Q3 202319
Savant Capital, LLC 18180.15%0.32%0.47%Q2 2019Q3 202318
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1420.18%0.22%0.26%Q2 2018Q3 202318
Almanack Investment Partners, LLC. 1420.05%0.46%1.68%Q2 2018Q2 202318
WBH ADVISORY INC 1530.41%0.73%1.16%Q1 2019Q3 202318
Abbot Financial Management, Inc. 18180.16%0.20%0.26%Q2 2019Q3 202318
Copperwynd Financial, LLC 720.10%3.13%9.73%Q2 2018Q3 202318
Affinity Capital Advisors, LLC 16160.00%0.60%0.93%Q4 2019Q3 202318
Corient Capital Partners, LLC 18180.19%0.26%0.35%Q2 2018Q3 202218
Bellecapital International Ltd. 18180.08%0.11%0.14%Q2 2019Q3 202318
Proficio Capital Partners LLC 990.06%1.57%4.48%Q2 2018Q3 202318
FIRST NATIONAL BANK OF OMAHA 18180.02%0.22%0.35%Q2 2019Q3 202318
Cerity Partners LLC 1410.21%0.52%0.83%Q2 2018Q3 202318
MUFG Americas Holdings Corp 18180.05%0.08%0.10%Q2 2018Q3 202218
SALEM INVESTMENT COUNSELORS INC 18180.06%0.08%0.11%Q2 2019Q3 202318
Alkeon Capital Management 1420.26%22.58%51.37%Q2 2018Q3 202318
RFG Advisory, LLC 1170.06%0.49%3.24%Q3 2018Q2 202318
Acorn Wealth Advisors, LLC 18180.18%0.42%0.64%Q2 2019Q3 202318
MIZUHO SECURITIES USA LLC 910.00%4.98%19.24%Q2 2018Q2 202318
Altshuler Shaham Ltd 17170.01%2.89%29.09%Q3 2018Q3 202218
Phocas Financial Corp. 18180.04%0.07%0.15%Q2 2019Q3 202318
Aveo Capital Partners, LLC 1110.15%0.74%2.44%Q2 2018Q3 202318
Smart Portfolios, LLC 1220.02%3.61%8.23%Q2 2018Q3 202318
Edgestream Partners, L.P. 620.22%1.05%2.81%Q2 2018Q3 202318
HRT FINANCIAL LP 1320.13%2.68%7.72%Q2 2018Q3 202318
SP Asset Management 18180.10%0.12%0.20%Q2 2018Q3 202218
Centric Wealth Management 17170.00%1.07%1.56%Q1 2019Q1 202318
Pensionmark Financial Group, LLC 1310.62%1.08%1.57%Q4 2018Q3 202318
Covington Capital Management 18180.01%0.02%0.06%Q2 2018Q3 202218
PRUDENTIAL PLC 1710.01%0.96%8.27%Q2 2018Q3 202318
Northstar Group, Inc. 18180.10%0.15%0.20%Q2 2019Q3 202318
PREMIER ASSET MANAGEMENT LLC 18180.22%0.51%0.75%Q2 2018Q3 202218
CYPRESS CAPITAL MANAGEMENT LLC 18180.14%0.16%0.19%Q2 2018Q3 202218
American Portfolios Advisors 18181.53%2.00%2.46%Q2 2018Q3 202218
Marathon Trading Investment Management LLC 1020.03%0.36%0.81%Q2 2018Q3 202318
Personal Capital Advisors Corp 1620.01%0.02%0.04%Q2 2018Q4 202218
Ashfield Capital Partners, LLC 18180.09%0.22%0.27%Q2 2018Q3 202218
Round Table Services, LLC 18180.11%0.56%1.17%Q2 2018Q3 202218
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1620.28%5.25%8.19%Q1 2019Q3 202318
Clean Yield Group 15150.00%0.10%0.25%Q1 2020Q3 202318
AIMZ Investment Advisors, LLC 18180.10%0.14%0.18%Q2 2019Q3 202318
OARSMAN CAPITAL, INC. 1080.10%0.16%0.25%Q2 2018Q3 202318
CANADA PENSION PLAN INVESTMENT BOARD 1210.01%0.61%1.00%Q4 2018Q3 202318
PFG Advisors 1350.76%1.91%2.83%Q2 2018Q3 202318
Advocacy Wealth Management Services, LLC 18180.01%0.02%0.04%Q2 2018Q3 202218
Doyle Wealth Management 18180.09%0.12%0.14%Q2 2018Q3 202218
HighTower Advisors, LLC 610.00%0.43%1.19%Q2 2018Q3 202318
KBC Group NV 1130.00%0.00%0.00%Q2 2018Q1 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18181.45%4.37%6.33%Q2 2019Q3 202318
SVB WEALTH LLC 18180.09%0.15%0.29%Q2 2019Q3 202318
ACG Wealth 18180.16%0.21%0.30%Q2 2018Q3 202218
Mascoma Wealth Management LLC 1260.18%0.99%2.11%Q2 2018Q3 202318
Advisors Capital Management, LLC 1710.01%0.03%0.06%Q3 2018Q2 202318
Crescent Grove Advisors, LLC 1711.15%1.79%2.38%Q4 2018Q3 202318
Red Door Wealth Management, LLC 16160.15%0.37%0.71%Q4 2019Q3 202318
Grandview Asset Management LLC 850.33%2.51%6.59%Q4 2018Q3 202318
Sound View Wealth Advisors Group, LLC 18180.24%0.87%1.34%Q2 2019Q3 202318
CONSOLIDATED CAPITAL MANAGEMENT, LLC 1080.80%1.30%3.46%Q1 2019Q3 202318
AFFINITY WEALTH MANAGEMENT LLC 661.64%6.20%18.19%Q4 2018Q3 202318
Cribstone Capital Management, LLC 1260.04%0.15%0.36%Q2 2018Q4 202218
Cypress Capital Management LLC (WY) 1610.10%0.15%0.19%Q2 2018Q3 202318
Summit Asset Management, LLC 1620.09%0.27%0.39%Q2 2018Q3 202318
Ancora Advisors LLC 1420.03%0.21%0.45%Q2 2018Q3 202318
Lumbard & Kellner, LLC 1620.31%2.51%4.38%Q1 2019Q3 202318
FIRST NATIONAL CORP /MA/ /ADV 1310.14%1.07%3.73%Q4 2018Q3 202318
PRIO WEALTH LIMITED PARTNERSHIP 1440.01%0.02%0.02%Q1 2019Q3 202318
HM PAYSON & CO 18180.01%0.01%0.02%Q2 2019Q3 202318
Highland Private Wealth Management 18180.04%0.11%0.28%Q2 2018Q3 202218
Harfst & Associates, Inc. 1014.80%5.78%7.44%Q2 2018Q3 202318
PATTON ALBERTSON MILLER GROUP, LLC 18180.05%0.26%0.46%Q2 2019Q3 202318
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.04%0.23%0.83%Q2 2018Q2 202118
REGENTATLANTIC CAPITAL LLC 18180.06%0.11%0.17%Q2 2018Q3 202218
MERCER GLOBAL ADVISORS INC /ADV 1710.11%0.22%0.33%Q1 2019Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Asset Management Group, Inc. 18180.59%2.26%3.18%Q2 2019Q3 202318
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 1410.02%0.02%0.02%Q2 2018Q3 202318
Plancorp, LLC 18180.05%0.11%0.24%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.02%0.08%0.46%Q4 2018Q3 202318
G&S Capital LLC 1310.01%2.51%6.09%Q3 2018Q3 202318
INVERNESS COUNSEL LLC /NY/ 18180.02%0.08%0.16%Q2 2018Q3 202218
Castle Rock Wealth Management, LLC 1710.26%1.17%2.05%Q2 2018Q3 202318
Varma Mutual Pension Insurance Co 810.31%7.24%37.48%Q2 2018Q3 202318
Kingfisher Capital LLC 1440.17%0.55%0.77%Q3 2018Q3 202318
Williams Jones Wealth Management, LLC. 17170.13%0.61%1.22%Q3 2019Q3 202317
ATLAS CAPITAL ADVISORS LLC 1520.03%0.05%0.17%Q2 2019Q3 202317
Turim 21 Investimentos Ltda. 1070.00%5.37%24.36%Q2 2019Q3 202317
MYCIO WEALTH PARTNERS, LLC 740.06%0.19%0.34%Q2 2018Q3 202317
Chanos & Co LP 740.05%2.43%8.42%Q2 2018Q3 202317
Venture Visionary Partners LLC 16160.00%1.60%3.28%Q4 2019Q3 202317
Ranch Capital Advisors Inc. 17170.08%0.26%0.52%Q3 2019Q3 202317
EVOKE WEALTH, LLC 17170.01%0.62%2.47%Q3 2019Q3 202317
Banque Cantonale Vaudoise 16160.01%1.86%3.19%Q4 2019Q3 202317
Black Diamond Financial, LLC 1520.17%0.34%0.51%Q2 2019Q3 202317
Delta Investment Management, LLC 1520.32%1.58%3.66%Q2 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.16%0.24%0.34%Q3 2019Q3 202317
Selective Wealth Management, Inc. 1430.14%0.45%0.84%Q3 2019Q4 202317
VisionPoint Advisory Group, LLC 1520.02%3.52%8.36%Q4 2018Q3 202317
Modus Advisors, LLC 17172.07%4.14%7.41%Q4 2019Q4 202317
VISTA CAPITAL PARTNERS, INC. 17170.04%0.06%0.08%Q3 2019Q3 202317
Avondale Wealth Management 17171.06%9.10%12.70%Q3 2019Q3 202317
Vestmark Advisory Solutions, Inc. 1430.06%0.18%0.28%Q1 2019Q2 202317
Burleson & Company, LLC 17174.18%6.02%11.52%Q3 2018Q3 202217
TLWM 830.11%2.66%8.06%Q2 2018Q3 202317
Titus Wealth Management 17173.78%4.81%5.64%Q2 2018Q2 202217
Ironwood Investment Counsel, LLC 17170.08%0.15%0.24%Q3 2019Q3 202317
Platte River Wealth Advisors, LLC 1410.03%3.02%3.92%Q4 2019Q3 202317
Ford Financial Group, LLC 1250.23%0.93%2.42%Q2 2018Q4 202217
Requisite Capital Management, LLC 1520.08%2.51%5.66%Q1 2019Q3 202317
Spectrum Management Group, LLC 1610.02%0.23%0.44%Q2 2018Q3 202217
First National Bank of Hutchinson 17170.21%0.40%0.57%Q4 2018Q4 202217
HENGEHOLD CAPITAL MANAGEMENT LLC 740.08%0.14%0.22%Q2 2018Q3 202317
Trilogy Capital Inc. 1430.04%0.83%3.74%Q2 2018Q3 202317
Fluent Financial, LLC 1430.16%2.68%6.66%Q3 2018Q3 202317
Islet Management, LP 1252.85%7.08%14.84%Q4 2018Q2 202317
Waratah Capital Advisors Ltd. 11110.18%9.40%36.41%Q1 2021Q3 202317
Sharkey, Howes & Javer 17170.08%0.14%0.18%Q3 2019Q3 202317
Total Clarity Wealth Management, Inc. 16160.00%0.81%1.44%Q4 2019Q3 202317
Madden Advisory Services, Inc. 980.41%2.84%7.74%Q4 2018Q3 202317
Annex Advisory Services, LLC 1610.03%0.06%0.09%Q2 2018Q3 202317
PACIFIC FINANCIAL GROUP INC 1113.71%8.19%11.70%Q4 2018Q3 202317
Financial Insights, Inc. 980.31%1.10%2.06%Q4 2018Q1 202317
CFO4Life Group, LLC 17170.10%0.16%0.28%Q3 2019Q3 202317
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1431.84%3.22%4.87%Q2 2018Q3 202217
Deer Park Road Corp 1117.98%18.97%37.49%Q2 2018Q3 202317
TCG Advisory Services, LLC 12120.01%0.76%1.40%Q4 2020Q3 202317
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1160.03%0.07%0.17%Q2 2019Q3 202317
VPR Management LLC 17171.02%1.68%2.64%Q3 2019Q3 202317
Resurgent Financial Advisors LLC 880.16%2.42%10.42%Q4 2021Q3 202317
Chesley Taft & Associates LLC 17170.03%0.04%0.07%Q3 2019Q3 202317
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 17170.04%0.15%0.31%Q2 2018Q2 202217
BREWIN DOLPHIN LTD 17170.11%0.18%0.25%Q2 2018Q2 202217
THRIVENT FINANCIAL FOR LUTHERANS 1610.02%0.08%0.17%Q2 2018Q3 202317
LVW Advisors, LLC 720.01%0.59%1.78%Q3 2019Q3 202317
PFS INVESTMENTS INC. 17170.43%1.63%3.20%Q2 2019Q2 202317
New England Private Wealth Advisors LLC 1610.88%1.14%1.39%Q2 2019Q3 202317
MFA WEALTH ADVISORS, LLC 1111.66%5.15%15.44%Q2 2018Q3 202317
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 820.38%5.47%9.34%Q1 2019Q3 202317
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 510.56%4.26%11.60%Q2 2018Q2 202317
GILL CAPITAL PARTNERS, LLC 1610.19%0.74%1.84%Q4 2018Q4 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.01%0.04%Q3 2019Q3 202317
CWA Asset Management Group, LLC 1610.04%0.07%0.11%Q1 2019Q3 202317
Well Done, LLC 1510.02%0.20%0.51%Q4 2018Q3 202317
GeoWealth Management, LLC 17170.14%1.23%3.26%Q3 2019Q3 202317
Kalos Management, Inc. 1520.35%1.80%3.08%Q4 2018Q2 202317
Zions Bancorporation, N.A. 17170.01%0.28%0.56%Q3 2019Q3 202317
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 13130.92%32.01%98.07%Q3 2020Q3 202317
Maven Securities LTD 870.05%1.63%7.98%Q4 2019Q3 202317
Cedar Wealth Management, LLC 1430.25%0.38%0.72%Q4 2018Q3 202317
Wunderlich Capital Managemnt 17170.17%0.23%0.29%Q3 2019Q3 202317
Intersect Capital LLC 17170.24%0.53%0.66%Q2 2018Q2 202217
VAUGHAN DAVID INVESTMENTS LLC/IL 1520.01%0.01%0.02%Q1 2019Q3 202317
MURPHY CAPITAL MANAGEMENT INC 17172.77%3.33%3.94%Q2 2018Q2 202217
Krilogy Financial LLC 1310.03%0.10%0.19%Q3 2018Q1 202317
Cavalier Investments, LLC 17170.99%2.99%7.43%Q3 2019Q3 202317
Joseph P. Lucia & Associates, LLC 740.02%0.39%1.70%Q1 2019Q3 202317
Rafferty Asset Management, LLC 17170.29%0.70%2.26%Q3 2019Q3 202317
MidWestOne Financial Group, Inc. 1340.06%0.15%0.51%Q2 2019Q3 202317
West Oak Capital, LLC 17170.04%0.07%0.10%Q2 2018Q2 202217
IFG Advisors, LLC 17178.99%12.11%14.90%Q3 2019Q3 202317
ALTERNA WEALTH MANAGEMENT, INC 980.12%2.06%4.93%Q4 2018Q3 202317
XML Financial, LLC 16160.11%0.16%0.26%Q4 2019Q3 202316
Garde Capital, Inc. 16160.21%1.46%2.49%Q4 2019Q3 202316
HBW ADVISORY SERVICES LLC 16160.58%1.10%2.18%Q4 2019Q3 202316
B. Riley Wealth Management, Inc. 16160.03%1.06%1.76%Q3 2018Q2 202216
HOWARD FINANCIAL SERVICES, LTD. 15150.03%1.76%2.99%Q1 2020Q3 202316
NovaPoint Capital, LLC 16160.42%3.40%8.92%Q4 2019Q3 202316
Wealthspire Advisors, LLC 1510.00%0.10%0.16%Q4 2018Q3 202316
Banco BTG Pactual S.A. 610.13%6.20%51.16%Q3 2019Q1 202316
JMG Financial Group, Ltd. 16160.04%0.05%0.11%Q4 2019Q3 202316
SAWGRASS ASSET MANAGEMENT LLC 710.01%0.07%0.33%Q3 2018Q3 202316
DOHJ, LLC 16162.06%3.24%4.63%Q4 2019Q3 202316
True North Advisors, LLC 16160.10%0.18%0.27%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.30%2.24%4.73%Q2 2019Q3 202316
ELM ADVISORS, LLC 16161.05%1.27%1.65%Q2 2018Q1 202216
Key FInancial Inc 16160.23%0.30%0.39%Q4 2019Q3 202316
J. L. Bainbridge & Co., Inc. 16160.05%0.09%0.20%Q4 2019Q3 202316
Equitable Holdings, Inc. 16162.63%3.11%3.45%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.18%0.48%0.82%Q4 2019Q3 202316
Pflug Koory, LLC 1420.01%3.07%4.29%Q2 2018Q3 202316
KINGDON CAPITAL MANAGEMENT, L.L.C. 520.66%7.24%17.12%Q2 2018Q3 202316
Tempus Wealth Planning, LLC 16160.70%1.51%2.17%Q4 2019Q3 202316
Peak Financial Management, Inc. 16160.09%1.75%3.48%Q4 2019Q3 202316
MOODY NATIONAL BANK TRUST DIVISION 16160.01%0.08%0.24%Q4 2018Q3 202216
Capital Wealth Alliance, LLC 16160.18%1.03%1.98%Q4 2019Q3 202316
WJ Wealth Management, LLC 16164.77%10.74%21.08%Q4 2019Q3 202316
CNB Bank 1510.02%0.09%0.16%Q2 2019Q3 202316
CastleArk Alternatives, LLC 1310.36%2.89%8.34%Q2 2018Q3 202216
CAPITAL ADVISORS INC/OK 16160.01%0.06%0.09%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16161.28%1.63%1.94%Q4 2019Q3 202316
Rain Capital Management, LLC 16160.05%0.11%0.20%Q4 2019Q3 202316
PointState Capital LP 1110.30%2.78%10.30%Q2 2018Q1 202316
Apexium Financial, LP 16165.70%7.21%10.35%Q4 2019Q3 202316
Concentrum Wealth Management 16160.72%2.75%3.91%Q4 2019Q3 202316
Formidable Asset Management, LLC 730.13%0.23%0.50%Q2 2019Q3 202316
ICW Investment Advisors LLC 16160.28%0.35%0.41%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16161.11%4.79%7.63%Q4 2019Q3 202316
Stewardship Advisors, LLC 16160.32%3.42%5.02%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.45%0.92%1.33%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.29%3.28%6.20%Q4 2019Q3 202316
Smart Money Group LLC 16160.61%3.24%6.83%Q4 2019Q3 202316
FDx Advisors, Inc. 620.01%0.05%0.14%Q2 2018Q3 202316
M&R CAPITAL MANAGEMENT INC 1150.02%0.04%0.07%Q2 2018Q4 202316
Mine & Arao Wealth Creation & Management, LLC. 161615.64%18.03%20.23%Q4 2019Q3 202316
Versant Capital Management, Inc 1330.01%0.20%0.34%Q2 2018Q4 202316
EPIQ Capital Group, LLC 16160.22%0.58%1.24%Q4 2019Q3 202316
ROVIN CAPITAL /UT/ /ADV 16161.88%10.47%18.82%Q4 2019Q3 202316
Aft, Forsyth & Sober, LLC 16162.35%6.46%8.35%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.68%1.09%1.36%Q4 2019Q3 202316
Edenbrook Capital, LLC 16165.32%12.05%24.07%Q4 2019Q3 202316
NorthRock Partners, LLC 16160.33%0.37%0.43%Q4 2019Q3 202316
CreativeOne Wealth, LLC 1110.15%0.46%1.02%Q2 2019Q3 202316
FORTEM FINANCIAL GROUP, LLC 16160.94%2.32%3.83%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16168.50%12.36%14.60%Q4 2019Q3 202316
PETERSON WEALTH MANAGEMENT 16163.81%7.16%9.39%Q4 2019Q3 202316
Independent Family Office, LLC 16160.22%0.30%0.54%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.90%1.18%1.38%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.18%0.27%0.37%Q4 2019Q3 202316
PALLADIUM PARTNERS LLC 16160.04%0.06%0.08%Q2 2018Q1 202216
Verity Asset Management, Inc. 1220.52%1.25%2.07%Q2 2018Q4 202216
Advisor Resource Council 10100.01%1.43%3.05%Q2 2021Q3 202316
Verde Capital Management 16163.08%5.39%8.05%Q4 2019Q3 202316
KINGS POINT CAPITAL MANAGEMENT 16160.23%0.28%0.32%Q2 2018Q1 202216
J.W. COLE ADVISORS, INC. 16161.21%2.14%3.07%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16162.54%3.19%3.98%Q4 2019Q3 202316
Virtu Financial LLC 710.18%1.35%2.85%Q2 2018Q3 202216
Asset Allocation & Management Company, LLC 16160.36%0.62%0.92%Q4 2019Q3 202316
Integrated Investment Consultants, LLC 15150.05%1.16%1.88%Q1 2020Q3 202316
TL Private Wealth 16160.14%0.21%0.29%Q4 2019Q3 202316
DIXON HUBARD FEINOUR & BROWN INC/VA 1330.06%0.15%0.29%Q2 2018Q2 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.39%1.33%3.70%Q4 2019Q3 202316
ST GERMAIN D J CO INC 1010.02%0.02%0.03%Q2 2018Q4 202316
PDS Planning, Inc 16160.05%0.09%0.15%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.61%1.21%4.31%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
Westwind Capital 16160.50%1.01%1.49%Q1 2020Q4 202316
Procyon Advisors, LLC 16160.07%0.21%0.39%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.44%5.45%12.83%Q4 2019Q3 202316
Migdal Insurance & Financial Holdings Ltd. 1210.00%0.55%3.01%Q2 2018Q3 202316
PSI Advisors, LLC 16166.32%11.52%17.60%Q4 2019Q3 202316
Calamos Wealth Management LLC 15150.04%0.09%0.24%Q1 2020Q3 202316
BCS Wealth Management 16160.52%0.96%2.47%Q4 2019Q3 202316
Archon Capital Management LLC 514.33%15.36%32.18%Q2 2018Q3 202316
Aurora Investment Managers, LLC. 16163.76%6.71%9.18%Q4 2019Q3 202316
Biondo Investment Advisors, LLC 1330.04%0.06%0.07%Q3 2019Q3 202316
Column Capital Advisors, LLC 16160.05%0.91%1.64%Q4 2019Q3 202316
Bay Rivers Group 16163.50%4.06%5.52%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.51%0.74%0.92%Q4 2019Q3 202316
WASHBURN CAPITAL MANAGEMENT, INC. 16166.88%11.06%16.68%Q4 2019Q3 202316
WealthShield Partners, LLC 1010.02%0.19%0.96%Q2 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.79%2.21%3.54%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.13%0.16%0.19%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.05%0.87%1.69%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.73%3.62%5.65%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.13%0.27%0.46%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.10%0.26%0.50%Q4 2019Q3 202316
CONCENTRIC WEALTH MANAGEMENT, LLC 16160.24%0.28%0.32%Q4 2019Q3 202316
Continuum Advisory, LLC 1420.17%0.46%1.48%Q2 2018Q3 202316
Livingston Group Asset Management CO (operating as Southport Capital Management) 16160.20%0.59%0.86%Q2 2018Q1 202216
Baldrige Asset Management LLC 16160.10%0.18%0.24%Q2 2019Q1 202316
Systelligence, LLC 1061.20%2.15%4.12%Q4 2019Q4 202316
Marks Group Wealth Management, Inc 16160.04%0.06%0.08%Q4 2019Q3 202316
NATIXIS 611.28%2.59%4.00%Q2 2018Q3 202316
HighMark Wealth Management LLC 16160.11%0.18%0.22%Q4 2019Q3 202316
STRATEGY ASSET MANAGERS LLC 16160.35%0.71%1.02%Q4 2019Q3 202316
First Washington CORP 1510.01%1.33%6.68%Q3 2018Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.95%1.23%2.08%Q4 2019Q3 202316
Barrett Asset Management, LLC 16160.01%0.01%0.01%Q2 2018Q1 202216
MAGNOLIA CAPITAL MANAGEMENT LTD 161610.39%12.97%15.34%Q4 2019Q3 202316
Ellevest, Inc. 920.01%0.02%0.05%Q4 2018Q1 202316
STEEL GROVE CAPITAL ADVISORS, LLC 1510.05%12.23%21.99%Q4 2018Q3 202316
FARMERS TRUST CO 16160.06%0.87%1.57%Q4 2019Q3 202316
IMC-Chicago, LLC 730.01%0.50%2.88%Q4 2019Q3 202316
Cooper Financial Group 1330.21%0.58%1.48%Q2 2019Q3 202316
Kore Private Wealth LLC 16160.12%0.83%2.05%Q4 2018Q3 202216
Atria Wealth Solutions, Inc. 770.01%0.64%1.82%Q1 2022Q3 202316
Keebeck Wealth Management, LLC 16160.09%0.49%0.87%Q4 2019Q3 202316
360 Financial, Inc. 16164.18%4.82%5.50%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1510.11%0.34%0.88%Q4 2018Q3 202316
Cedar Mountain Advisors, LLC 16163.89%5.67%7.11%Q4 2019Q3 202316
TWO SIGMA ADVISERS, LP 910.02%0.30%0.58%Q3 2018Q3 202316
Eagle Capital Management, LLC 810.12%5.35%12.90%Q2 2018Q3 202316
NOESIS CAPITAL MANGEMENT CORP 1240.05%0.10%0.15%Q2 2019Q3 202316
BOENNING & SCATTERGOOD, INC. 1310.08%0.14%0.18%Q2 2018Q4 202216
HOEY INVESTMENTS, INC 16160.00%0.01%0.15%Q4 2019Q3 202316
Hummer Financial Advisory Services Inc 16161.00%1.39%1.59%Q4 2019Q3 202316
PARAMETRIC PORTFOLIO ASSOCIATES LLC 16160.00%0.00%0.01%Q2 2018Q1 202216
People's United Financial, Inc. 16160.04%0.11%0.16%Q2 2018Q1 202216
Stadion Money Management, LLC 1311.94%6.43%10.55%Q2 2018Q2 202316
Wealthstreet Investment Advisors, LLC 16161.03%1.82%3.81%Q2 2018Q1 202216
Koshinski Asset Management, Inc. 630.75%1.03%1.29%Q4 2018Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16161.20%1.75%2.42%Q4 2019Q3 202316
Investors Research Corp 16160.00%0.01%0.02%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.31%0.39%0.46%Q4 2019Q3 202316
Circle Wealth Management, LLC 16160.45%1.60%2.09%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16162.64%3.56%4.52%Q4 2019Q3 202316
DOWLING & YAHNKE LLC 1420.08%0.13%0.19%Q2 2018Q3 202216
Investment Research & Advisory Group, Inc. 16160.18%0.24%0.27%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.92%2.78%5.18%Q4 2019Q3 202316
Wall Capital Group, Inc. 16160.68%0.81%1.06%Q2 2018Q1 202216
Connecticut Wealth Management, LLC 1111.58%2.94%3.95%Q2 2019Q3 202316
Blue Zone Wealth Advisors, LLC 16165.82%10.19%13.72%Q4 2019Q3 202316
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 16160.08%0.64%1.44%Q3 2018Q2 202216
Roof Eidam Maycock Peralta, LLC 16160.10%0.60%2.66%Q4 2019Q3 202316
NAPLES GLOBAL ADVISORS, LLC 16160.05%0.14%0.20%Q4 2019Q3 202316
StrongBox Wealth, LLC 16162.98%3.85%4.58%Q1 2020Q4 202316
Altus Wealth Management, LLC 161613.33%16.89%20.24%Q4 2019Q3 202316
CAPE COD FIVE CENTS SAVINGS BANK 1120.06%0.07%0.07%Q2 2018Q3 202216
Adaptive Financial Consulting, LLC 16165.58%6.42%7.34%Q4 2019Q3 202316
Polaris Wealth Advisory Group, LLC 16160.03%0.28%0.71%Q3 2019Q2 202316
Tidal Investments LLC 1510.04%0.10%0.39%Q2 2019Q3 202316
Clarity Wealth Advisors, LLC 16167.02%7.53%8.19%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.30%0.39%0.50%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.56%1.22%1.75%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.04%0.06%0.07%Q4 2019Q3 202316
Community Financial Services Group, LLC 1510.24%0.46%0.70%Q2 2018Q3 202316
Disciplined Investments, LLC 16160.76%1.06%1.40%Q4 2019Q3 202316
MEANS INVESTMENT CO., INC. 16160.05%0.09%0.13%Q4 2019Q3 202316
EWG Elevate Inc. 16160.10%1.83%4.58%Q4 2019Q3 202316
HBK INVESTMENTS L P 410.00%0.33%1.09%Q2 2018Q3 202316
NWK Group, Inc. 16160.70%0.90%1.14%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.90%1.71%2.45%Q4 2019Q3 202316
DOLIVER ADVISORS, LP 520.00%0.25%1.45%Q1 2019Q2 202315
GUYASUTA INVESTMENT ADVISORS INC 1410.02%0.05%0.10%Q4 2019Q3 202315
Davidson Capital Management Inc. 1410.33%3.86%24.04%Q4 2019Q3 202315
Eudaimonia Partners, LLC 870.94%1.81%2.94%Q4 2019Q3 202315
Fragasso Group Inc. 15150.04%0.06%0.08%Q2 2020Q4 202315
Wellspring Financial Advisors, LLC 15150.49%1.43%3.07%Q1 2020Q3 202315
Stevard, LLC 1051.29%4.72%10.69%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.07%0.11%0.16%Q1 2020Q3 202315
Ridgewood Investments LLC 1410.00%0.70%1.02%Q1 2019Q3 202315
HT Partners LLC 1410.08%0.10%0.12%Q4 2019Q3 202315
Private Wealth Strategies, L.L.C. 1323.09%4.29%5.38%Q4 2019Q3 202315
Main Management ETF Advisors, LLC 15155.54%9.42%10.94%Q1 2020Q3 202315
JACKSON SQUARE CAPITAL, LLC 1230.11%0.21%0.32%Q4 2019Q3 202315
Horst & Graben Wealth Management LLC 15150.10%0.13%0.15%Q1 2020Q3 202315
Sanchez Wealth Management Group 15154.22%9.55%13.79%Q1 2020Q3 202315
Boston Trust Walden Corp 15150.00%0.00%0.00%Q1 2020Q3 202315
NEXT Financial Group, Inc 15150.60%1.57%2.51%Q2 2018Q4 202115
Carroll Financial Associates, Inc. 15150.09%0.26%0.50%Q2 2018Q4 202115
LAZARD ASSET MANAGEMENT LLC 1410.01%0.01%0.06%Q3 2019Q3 202315
AFFINIA FINANCIAL GROUP, LLC 15150.24%0.73%2.64%Q4 2019Q2 202315
Grassi Investment Management 1410.40%0.46%0.52%Q1 2019Q3 202315
X-Square Capital, LLC 15150.37%0.71%0.98%Q3 2019Q1 202315
Westhampton Capital, LLC 960.17%0.35%0.46%Q4 2019Q3 202315
InterOcean Capital Group, LLC 12120.00%0.30%0.83%Q4 2020Q3 202315
Bluefin Trading, LLC 770.00%0.20%1.08%Q4 2018Q2 202015
BOK Financial Private Wealth, Inc. 870.01%0.04%0.07%Q2 2018Q3 202315
McAdam, LLC 1320.00%0.09%0.26%Q2 2018Q3 202315
QP WEALTH MANAGEMENT, LLC 1231.20%1.69%2.20%Q4 2019Q3 202315
F&V Capital Management, LLC 15150.25%0.56%0.86%Q1 2020Q3 202315
Clarus Wealth Advisors 910.00%0.97%1.99%Q3 2018Q2 202315
Glenview Trust Co 1410.02%0.05%0.08%Q4 2019Q3 202315
Gray Wealth Management Inc. 15151.58%2.02%2.24%Q1 2020Q3 202315
Avion Wealth 15150.02%0.04%0.06%Q1 2020Q3 202315
Powell Investment Advisors, LLC 15151.70%3.85%4.44%Q1 2020Q3 202315
180 WEALTH ADVISORS, LLC 15150.16%0.18%0.20%Q1 2020Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.03%0.08%Q1 2020Q3 202315
RGT Wealth Advisors, LLC 1140.06%0.92%4.80%Q3 2018Q3 202215
Zurich Insurance Group Ltd/FI 15150.02%0.98%1.83%Q2 2018Q4 202115
REDW Wealth LLC 14140.01%0.54%1.10%Q2 2020Q3 202315
Genesee Capital Advisors, LLC 520.17%2.74%4.85%Q4 2018Q3 202315
CVA Family Office, LLC 1230.20%0.57%1.33%Q4 2019Q3 202315
LYELL WEALTH MANAGEMENT, LP 1410.06%0.12%0.19%Q4 2019Q3 202315
Gateway Advisory, LLC 910.07%0.97%3.52%Q4 2018Q3 202315
Trinity Wealth Management, LLC 1235.56%8.45%9.94%Q4 2019Q3 202315
FULTON BREAKEFIELD BROENNIMAN LLC 960.15%0.21%0.26%Q4 2019Q3 202315
Janney Montgomery Scott LLC 1120.84%1.00%1.29%Q2 2018Q3 202315
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1233.20%4.98%6.72%Q4 2019Q3 202315
ALTFEST L J & CO INC 15150.12%0.57%6.13%Q1 2020Q3 202315
PERSONAL CFO SOLUTIONS, LLC 1050.23%0.38%0.91%Q4 2019Q3 202315
Intellectus Partners, LLC 710.04%0.26%0.81%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15151.06%1.40%1.74%Q1 2020Q3 202315
ARROW FINANCIAL CORP 15150.00%1.37%3.60%Q1 2020Q3 202315
MARINO, STRAM & ASSOCIATES LLC 920.03%0.37%0.89%Q2 2018Q3 202315
AVALON CAPITAL MANAGEMENT 1120.12%1.75%6.95%Q2 2018Q3 202315
PENINSULA ASSET MANAGEMENT INC 15150.22%0.25%0.30%Q1 2020Q3 202315
Karp Capital Management Corp 1141.04%1.83%3.98%Q3 2018Q3 202215
PRUDENT INVESTORS NETWORK, INC. 15156.56%8.35%10.36%Q1 2020Q3 202315
Fullerton Fund Management Co Ltd. 1110.07%3.00%8.23%Q3 2018Q3 202315
WIMMER ASSOCIATES 1, LLC 15150.51%0.57%0.64%Q1 2020Q3 202315
COMERICA SECURITIES,INC. 920.77%1.16%1.75%Q1 2019Q3 202315
CPMG Inc 15150.02%0.33%1.37%Q2 2018Q4 202115
Triton Wealth Management, PLLC 15156.54%10.10%13.83%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.32%0.45%0.70%Q4 2019Q3 202315
GAMCO INVESTORS, INC. ET AL 710.01%0.03%0.04%Q2 2019Q3 202315
Rokos Capital Management LLP 610.08%14.09%30.22%Q3 2020Q3 202315
Parcion Private Wealth LLC 960.07%1.07%3.78%Q4 2019Q3 202315
Bank of Marin 1411.44%2.00%2.55%Q4 2019Q3 202315
Barnett & Company, Inc. 15150.00%0.02%0.07%Q2 2018Q4 202115
Paradigm Financial Advisors, LLC 15153.01%4.77%6.18%Q2 2018Q4 202115
Johanson Financial Advisors, Inc. 15150.30%0.59%0.71%Q2 2018Q4 202115
Schneider Downs Wealth Management Advisors, LP 1410.07%0.11%0.32%Q1 2019Q3 202315
Waldron Private Wealth LLC 1320.02%0.04%0.08%Q1 2019Q3 202315
WASHINGTON TRUST Co 15150.00%0.01%0.02%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 920.00%0.01%0.01%Q2 2018Q3 202215
Great Diamond Partners, LLC 1410.00%0.65%2.97%Q4 2019Q3 202315
Armbruster Capital Management, Inc. 15150.07%0.13%0.30%Q1 2020Q3 202315
Emery Howard Portfolio Management, Inc. 15151.54%2.21%3.04%Q2 2018Q4 202115
Capstone Financial Advisors, Inc. 1410.03%0.04%0.06%Q4 2019Q3 202315
MAIRS & POWER INC 15150.00%0.01%0.01%Q1 2020Q3 202315
S.A. Mason LLC 15150.36%0.55%0.80%Q1 2020Q3 202315
Keudell/Morrison Wealth Management 1210.49%0.72%1.00%Q3 2019Q3 202315
Arkadios Wealth Advisors 14140.00%0.59%1.40%Q2 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.12%0.22%0.38%Q1 2020Q3 202315
Retirement Group, LLC 1411.22%2.20%3.13%Q4 2019Q3 202315
Beacon Financial Advisory LLC 15150.54%0.96%1.32%Q1 2020Q3 202315
Sageworth Trust Co 960.00%0.06%0.15%Q2 2019Q1 202315
Van Hulzen Asset Management, LLC 1140.07%0.18%0.77%Q4 2019Q3 202315
One Capital Management, LLC 15150.26%1.16%2.38%Q1 2020Q3 202315
FIRST MIDWEST BANK TRUST DIVISION 15150.03%0.14%0.52%Q2 2018Q4 202115
CKW FINANCIAL GROUP 15150.00%1.06%8.63%Q1 2020Q3 202315
Cheviot Value Management, LLC 15150.57%0.92%1.41%Q1 2020Q3 202315
Johnson Financial Group, Inc. 1410.00%0.03%0.06%Q2 2018Q3 202315
Manchester Capital Management LLC 1110.00%0.08%0.65%Q3 2019Q3 202315
Financial Sense Advisors, Inc. 610.06%0.98%11.65%Q2 2019Q3 202315
Cornerstone Wealth Group, LLC 1410.07%0.98%5.23%Q1 2019Q3 202315
Hanson & Doremus Investment Management 870.00%0.02%0.03%Q4 2019Q3 202315
BRR OpCo, LLC 1050.03%0.05%0.09%Q4 2018Q3 202215
Dougherty Wealth Advisers LLC 15150.00%2.62%9.17%Q1 2020Q3 202315
INGALLS & SNYDER LLC 1210.01%0.05%0.06%Q3 2019Q3 202315
Foster Victor Wealth Advisors, LLC 15150.09%0.67%3.07%Q1 2020Q3 202315
McGuire Investment Group, LLC 610.60%0.68%0.93%Q3 2018Q3 202315
REILLY FINANCIAL ADVISORS, LLC 15150.11%0.14%0.19%Q2 2018Q4 202115
Money Design Co.,Ltd. 1410.10%4.37%6.23%Q2 2018Q3 202315
Meridian Wealth Advisors, LLC 15150.08%0.17%0.31%Q1 2020Q3 202315
Cadence Bank 15150.05%0.12%0.23%Q1 2020Q3 202315
Country Club Trust Company, n.a. 15150.05%0.11%0.18%Q2 2018Q4 202115
Shilanski & Associates, Inc. 1410.10%0.22%1.32%Q4 2019Q3 202315
N.E.W. Advisory Services LLC 1410.12%0.19%0.26%Q4 2019Q3 202315
Bedell Frazier Investment Counselling, LLC 1010.07%0.21%0.64%Q3 2018Q4 202215
MADDEN SECURITIES Corp 1410.37%0.66%1.27%Q4 2019Q3 202315
Demars Financial Group, LLC 15150.14%1.06%2.33%Q1 2020Q3 202315
PAX Financial Group, LLC 1230.13%0.17%0.23%Q4 2019Q3 202315
RMR Wealth Builders 1410.71%1.20%1.83%Q4 2019Q3 202315
Bell & Brown Wealth Advisors, LLC 1020.11%0.28%0.43%Q2 2018Q2 202315
PrairieView Partners, LLC 15150.00%0.01%0.08%Q1 2020Q3 202315
Consolidated Planning Corp 960.18%0.96%2.47%Q4 2019Q3 202315
National Mutual Insurance Federation of Agricultural Cooperatives 1311.24%6.55%8.10%Q3 2018Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.47%0.67%1.42%Q1 2020Q3 202315
55I, LLC 14140.08%0.17%0.38%Q2 2019Q3 202214
PIERSHALE FINANCIAL GROUP, INC. 710.01%8.01%13.94%Q2 2018Q2 202314
Atlantic Union Bankshares Corp 14140.03%0.06%0.13%Q2 2020Q3 202314
SECURITY NATIONAL TRUST CO 14140.43%0.49%0.57%Q2 2018Q3 202114
Claro Advisors LLC 1110.09%1.13%2.10%Q4 2018Q3 202314
Petix & Botte Co 731.68%2.47%3.24%Q4 2019Q3 202314
Arvest Bank Trust Division 14140.02%0.77%1.98%Q2 2018Q3 202114
ELLIOTT MANAGEMENT CORP 771.01%7.14%15.15%Q2 2018Q4 201914
Vectors Research Management, LLC 14140.02%0.03%0.08%Q1 2019Q2 202214
Alexandria Capital, LLC 14140.22%0.70%1.24%Q2 2018Q3 202114
Norway Savings Bank 14140.02%0.06%0.12%Q2 2018Q3 202114
Financial Engines Advisors L.L.C. 910.00%0.02%0.05%Q3 2018Q3 202314
MBE Wealth Management, LLC 14144.40%9.48%12.14%Q2 2020Q3 202314
Pekin Hardy Strauss, Inc. 770.00%2.40%14.34%Q1 2022Q3 202314
Miramar Capital, LLC 770.13%0.17%0.21%Q2 2019Q3 202314
MorganRosel Wealth Management, LLC 14141.93%3.32%4.08%Q4 2018Q1 202214
Aries Wealth Management 14140.12%0.23%1.36%Q2 2020Q3 202314
RB Capital Management, LLC 14140.11%0.24%0.35%Q2 2020Q3 202314
Hochman Cole Investment Advisors, Inc. 14142.53%4.06%6.12%Q2 2018Q3 202114
Lehman & Derafelo Financial Resources LLC 14140.15%0.38%0.58%Q3 2019Q4 202214
Berry Street Capital Management LLP 710.39%4.39%20.12%Q4 2020Q3 202314
Ramsay, Stattman, Vela & Price, Inc. 14140.08%0.11%0.15%Q2 2018Q3 202114
Pinkerton Retirement Specialists, LLC 14140.08%4.08%10.32%Q2 2020Q3 202314
Black Swift Group, LLC 1132.15%10.13%24.34%Q2 2018Q4 202114
Psagot Value Holdings Ltd. 14142.22%3.82%7.40%Q2 2018Q3 202114
FLOW TRADERS U.S. LLC 510.00%1.12%4.36%Q2 2018Q3 202314
NORTHWEST INVESTMENT COUNSELORS, LLC 1310.05%0.17%0.22%Q3 2019Q3 202314
MANAGED ACCOUNT SERVICES INC 14140.33%0.37%0.42%Q2 2018Q3 202114
Goelzer Investment Management, Inc. 710.05%0.08%0.11%Q2 2018Q3 202314
Wealthstar Advisors, LLC 830.07%0.28%1.38%Q2 2018Q3 202314
PACIFIC SUN FINANCIAL CORP 610.92%1.08%1.31%Q2 2018Q2 202314
Journey Advisory Group, LLC 12120.08%1.39%2.53%Q4 2020Q3 202314
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1110.00%0.11%0.46%Q2 2020Q3 202314
Occidental Asset Management, LLC 1010.06%0.38%0.91%Q3 2018Q3 202314
Wealth Advisory Solutions, LLC 860.01%2.39%3.66%Q4 2019Q2 202314
BINGHAM OSBORN & SCARBOROUGH LLC 14144.32%4.66%5.12%Q2 2018Q3 202114
Blue Chip Partners, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
WFA of San Diego, LLC 14140.08%0.27%0.37%Q2 2020Q3 202314
Ballew Advisors, Inc 1310.10%0.57%0.96%Q2 2018Q3 202314
Capital Wealth Planning, LLC 1310.04%0.11%0.20%Q2 2019Q3 202314
Sunflower Bank, N.A. 14140.05%0.24%0.60%Q2 2020Q3 202314
CULBERTSON A N & CO INC 14140.04%0.06%0.07%Q2 2020Q3 202314
Sculati Wealth Management, LLC 860.11%0.29%0.48%Q1 2020Q3 202314
New England Investment & Retirement Group, Inc. 14145.24%7.41%11.77%Q2 2018Q3 202114
Wagner Wealth Management, LLC 1220.83%1.82%3.08%Q2 2018Q3 202314
Intrua Financial, LLC 12120.00%2.78%5.62%Q2 2020Q1 202314
FundX Investment Group, LLC 950.04%3.98%10.44%Q2 2018Q4 202114
Relyea Zuckerberg Hanson LLC 14140.17%0.46%1.05%Q2 2020Q3 202314
QCI ASSET MANAGEMENT INC/NY 14140.01%0.03%0.05%Q2 2018Q3 202114
S. R. Schill & Associates 1040.10%0.20%0.28%Q2 2018Q4 202114
Astor Investment Management LLC 710.10%2.47%5.99%Q2 2018Q2 202314
J.Safra Asset Management Corp 14140.23%6.10%18.13%Q2 2020Q3 202314
MATRIX ASSET ADVISORS INC/NY 14140.04%0.08%0.11%Q2 2020Q3 202314
MONTAG A & ASSOCIATES INC 12120.00%0.03%0.06%Q4 2020Q3 202314
Crumly & Associates Inc. 14140.13%1.54%7.48%Q2 2020Q3 202314
CAPITAL MANAGEMENT CORP /VA 14140.08%0.12%0.15%Q3 2018Q4 202114
PARK AVENUE SECURITIES LLC 1110.01%0.03%0.06%Q3 2019Q3 202314
Cubist Systematic Strategies, LLC 710.00%0.15%0.78%Q2 2018Q2 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.08%0.12%0.17%Q1 2019Q2 202214
Bollard Group LLC 14140.02%0.12%0.23%Q2 2020Q3 202314
Oliver Luxxe Assets LLC 14140.05%0.10%0.19%Q2 2020Q3 202314
Homrich & Berg 14140.06%0.16%0.23%Q2 2018Q3 202114
First Long Island Investors, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Cardan Capital Partners, LLC 14140.21%1.26%5.24%Q2 2018Q3 202114
Wealth Quarterback LLC 610.18%2.21%6.66%Q1 1987Q3 202314
L. Roy Papp & Associates, LLP 14140.03%0.04%0.05%Q2 2019Q3 202214
Personal Wealth Partners 14140.33%0.48%0.71%Q4 2018Q1 202214
SIMPLEX TRADING, LLC 630.00%0.09%0.33%Q3 2018Q4 202214
Berman Capital Advisors, LLC 14140.22%0.39%0.64%Q2 2018Q3 202114
LBMC INVESTMENT ADVISORS, LLC 14140.03%0.23%0.42%Q2 2020Q3 202314
HARVARD MANAGEMENT CO INC 14140.89%1.78%2.33%Q2 2018Q3 202114
Centerpoint Advisors, LLC 14140.01%0.09%0.17%Q2 2020Q3 202314
Wealth Architects, LLC 1220.06%0.14%0.46%Q4 2019Q3 202314
Q3 Asset Management 1014.87%24.92%55.28%Q2 2018Q3 202314
FORTE CAPITAL LLC /ADV 14140.11%0.14%0.22%Q2 2020Q3 202314
Verdence Capital Advisors LLC 1210.05%0.11%0.22%Q2 2018Q3 202314
Hanlon Investment Management, Inc. 14140.10%0.26%0.64%Q1 2019Q2 202214
McCollum Christoferson Group LLC 14140.07%0.10%0.11%Q2 2020Q3 202314
PROFESSIONAL PLANNING 14144.06%6.92%10.61%Q2 2018Q3 202114
HANCOCK WHITNEY CORP 1220.02%0.03%0.04%Q2 2018Q3 202314
Opus Capital Group, LLC 14140.04%0.12%0.22%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.08%0.36%0.77%Q2 2020Q3 202314
GFG Capital, LLC 14140.09%0.30%0.62%Q2 2020Q3 202314
SENTINEL TRUST CO LBA 14140.74%1.62%4.26%Q2 2020Q3 202314
CHOREO, LLC 14140.03%0.13%0.44%Q2 2020Q3 202314
Tranquility Partners, LLC 770.63%0.92%1.63%Q1 2020Q3 202314
FMA ADVISORY INC 14143.07%3.60%4.59%Q2 2018Q3 202114
Gradient Capital Advisors, LLC 14140.10%0.15%0.18%Q2 2020Q3 202314
Capital Investment Advisors, LLC 1130.06%0.07%0.09%Q2 2020Q4 202314
TFG Advisers LLC 520.10%0.18%0.35%Q4 2018Q3 202314
Bryn Mawr Capital Management, LLC 14140.16%0.25%0.46%Q2 2020Q3 202314
First Allied Advisory Services, Inc. 810.00%1.07%2.30%Q2 2018Q3 202014
HYMAN CHARLES D 14140.02%0.07%0.21%Q2 2020Q3 202314
Zuckerman Investment Group, LLC 14140.09%0.38%0.52%Q2 2020Q3 202314
America First Investment Advisors, LLC 1130.06%0.14%0.18%Q3 2018Q3 202314
Rathbones Group PLC 910.00%0.01%0.09%Q4 2019Q3 202313
OAKWOOD CAPITAL MANAGEMENT LLC/CA 13130.17%0.28%0.46%Q2 2018Q2 202113
GREENWOOD GEARHART INC 13131.50%2.17%2.48%Q3 2020Q3 202313
FIRST INTERSTATE BANK 760.04%1.83%6.46%Q3 2018Q3 202313
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1010.01%0.03%0.04%Q4 2019Q3 202313
NICOLET BANKSHARES INC 13130.30%0.39%0.50%Q3 2020Q3 202313
Beaumont Financial Partners, LLC 13130.19%0.22%0.25%Q3 2019Q3 202213
Liberty Capital Management, Inc. 1210.07%0.09%0.13%Q2 2018Q3 202313
BB&T SECURITIES, LLC 660.00%0.30%0.68%Q2 2018Q3 201913
Brown Advisory Securities, LLC 13130.04%0.19%0.40%Q2 2018Q2 202113
Welch Group, LLC 1210.02%0.04%0.07%Q2 2020Q3 202313
YHB Investment Advisors, Inc. 13130.22%0.24%0.26%Q3 2020Q3 202313
Transamerica Financial Advisors, Inc. 910.04%4.01%18.78%Q2 2018Q4 202113
USCA RIA LLC 13130.15%2.55%10.47%Q2 2018Q2 202113
Partnervest Advisory Services LLC 10100.00%0.47%1.15%Q2 2018Q3 202013
NuWave Investment Management, LLC 1010.01%0.21%0.55%Q2 2018Q2 202213
Thomasville National Bank 810.02%0.05%0.10%Q2 2018Q3 202313
Vontobel Holding Ltd. 12120.01%0.40%0.68%Q4 2020Q3 202313
EFG Asset Management (Americas) Corp. 710.11%0.31%0.59%Q2 2018Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 940.00%0.02%0.02%Q2 2020Q3 202313
Granite Point Capital Management, L.P. 610.34%8.08%28.21%Q4 2018Q4 202213
Stonebridge Capital Advisors LLC 1030.00%0.01%0.02%Q4 2019Q3 202313
Probabilities Fund Management, LLC 820.30%16.39%24.51%Q2 2018Q4 202113
Hitchwood Capital Management LP 726.58%24.91%63.57%Q2 2018Q1 202213
Stratos Wealth Partners, LTD. 1111.02%1.49%2.21%Q2 2018Q4 202113
FormulaFolio Investments, LLC 13130.09%0.77%2.50%Q2 2018Q2 202113
Willow Creek Wealth Management Inc. 13130.04%0.06%0.10%Q3 2020Q3 202313
McGowan Group Asset Management, Inc. 720.03%0.04%0.05%Q2 2018Q1 202213
Man Group plc 620.00%0.01%0.02%Q2 2018Q2 202313
Donald L. Hagan, LLC 13130.19%1.49%1.92%Q4 2019Q4 202213
Fiduciary Group LLC 13130.03%0.05%0.07%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.43%0.59%0.89%Q3 2020Q3 202313
Kovitz Investment Group Partners, LLC 910.00%0.01%0.02%Q4 2018Q4 202213
Bach Option Ltd 660.10%2.10%6.52%Q2 2018Q3 201913
Vivaldi Capital Management LP 810.05%0.10%0.14%Q3 2019Q3 202313
Epstein & White Financial LLC 13130.21%0.34%0.45%Q2 2018Q2 202113
Garner Asset Management Corp 13130.22%1.53%3.23%Q3 2020Q3 202313
Cordatus Wealth Management LLC 1030.90%1.21%1.69%Q4 2018Q2 202213
CAHABA WEALTH MANAGEMENT, INC. 1210.04%0.05%0.07%Q2 2020Q3 202313
Strategic Wealth Partners, Ltd. 760.08%0.40%2.05%Q2 2018Q1 202313
Northwest Capital Management Inc 1120.10%0.17%0.21%Q2 2020Q3 202313
GPS Wealth Strategies Group, LLC 13133.66%9.56%15.43%Q3 2020Q3 202313
Paulson Wealth Management Inc. 910.11%1.11%4.63%Q1 2020Q3 202313
Private Capital Group, LLC 1120.32%0.45%0.59%Q2 2018Q3 202113
F3Logic, LLC 13130.01%0.07%0.10%Q4 2019Q4 202213
TAP Consulting, LLC 850.21%1.26%3.65%Q2 2020Q3 202313
Bell Rock Capital LLC 1010.10%1.16%2.44%Q2 2018Q3 202213
Main Street Financial Solutions, LLC 12120.01%1.00%1.96%Q4 2020Q3 202313
IFS Advisors, LLC 13130.14%0.23%0.54%Q4 2020Q4 202313
Financial Advisors, LLC 13130.18%0.30%0.60%Q3 2020Q3 202313
Arkos Global Advisors 1030.04%0.13%0.28%Q2 2020Q3 202313
Cornerstone Advisors, LLC 13130.50%1.00%1.90%Q3 2020Q3 202313
Golden State Wealth Management, LLC 13131.22%2.75%11.54%Q1 2019Q1 202213
Pavion Blue Capital, LLC 13130.14%0.16%0.18%Q3 2020Q3 202313
Silicon Hills Wealth Management, LLC 852.78%5.69%9.12%Q4 2019Q2 202313
Elevated Capital Advisors, LLC 510.30%4.66%8.28%Q1 2019Q3 202313
Aprio Wealth Management, LLC 1030.22%2.06%6.54%Q2 2020Q3 202313
Spotlight Asset Group, Inc. 810.01%0.61%1.15%Q4 2019Q3 202313
Atlas Private Wealth Advisors 760.04%3.28%7.51%Q2 2020Q3 202313
Intelligence Driven Advisers, LLC 13130.08%0.12%0.17%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.03%0.04%0.06%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13131.12%1.43%1.66%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.26%0.39%0.50%Q3 2020Q3 202313
Codex Capital, L.L.C. 13130.88%1.31%1.55%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.28%0.50%0.82%Q3 2020Q3 202313
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13130.09%1.15%9.45%Q3 2020Q3 202313
McLean Asset Management Corp 13130.09%0.16%0.38%Q4 2020Q4 202313
Monterey Private Wealth, Inc. 13130.37%1.07%1.83%Q3 2020Q3 202313
Lokken Investment Group LLC 1211.00%1.11%1.23%Q1 2012Q3 202313
Granger Management LLC 12120.82%1.64%3.16%Q4 2020Q3 202313
Crestone Asset Management LLC 13130.14%0.25%0.70%Q3 2020Q3 202313
Oxler Private Wealth LLC 12120.01%6.41%9.30%Q4 2020Q3 202313
InTrack Investment Management Inc 13130.32%0.53%0.95%Q4 2020Q4 202313
Mayflower Financial Advisors, LLC 12120.04%0.33%0.56%Q4 2020Q3 202313
Invst, LLC 13130.04%3.05%4.36%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.48%0.63%0.84%Q3 2020Q3 202313
Centered Wealth LLC dba Miller Equity Capital Advisors 13131.42%2.93%4.46%Q3 2020Q3 202313
Halpern Financial, Inc. 13130.01%0.01%0.03%Q3 2020Q3 202313
SMITH, MOORE & CO. 13130.54%0.77%1.43%Q3 2020Q3 202313
OLD NATIONAL BANCORP /IN/ 710.01%0.02%0.03%Q2 2019Q3 202313
SUNTRUST BANKS INC 660.00%0.25%0.60%Q2 2018Q3 201913
PRICE T ROWE ASSOCIATES INC /MD/ 710.00%0.00%0.02%Q4 2019Q3 202313
MEEDER ASSET MANAGEMENT INC 13130.01%0.07%0.20%Q3 2019Q3 202213
ASSET PLANNING SERVICES INC /LA/ /ADV 13130.15%0.19%0.22%Q3 2020Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.13%0.17%0.21%Q4 2018Q4 202113
ADVISORS MANAGEMENT GROUP INC /ADV 13130.08%0.40%0.58%Q3 2020Q3 202313
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 530.17%0.28%0.74%Q2 2019Q3 202313
Frank, Rimerman Advisors LLC 121213.24%20.44%27.57%Q4 2020Q3 202312
Berkshire Bank 1110.20%0.23%0.26%Q3 2020Q3 202312
Swaine & Leidel Wealth Services, LLC 1012.32%3.08%3.94%Q4 2018Q1 202212
O'Dell Group, LLC 1110.11%0.17%0.29%Q4 2019Q3 202312
Cottage Street Advisors LLC 721.01%1.24%1.45%Q2 2020Q3 202312
HOWE & RUSLING INC 12120.00%0.01%0.02%Q4 2019Q3 202212
Encompass Capital Advisors LLC 4212.38%25.71%40.96%Q2 2019Q4 202212
SCHRODER INVESTMENT MANAGEMENT GROUP 610.00%0.02%0.07%Q1 2019Q4 202212
Balentine LLC 610.00%0.01%0.01%Q2 2019Q3 202312
Pacifica Partners Inc. 1110.01%0.04%0.29%Q4 2019Q4 202312
WOLFF WIESE MAGANA LLC 12120.41%0.74%1.11%Q4 2020Q3 202312
Dorsey & Whitney Trust CO LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
Choice Wealth Advisors, LLC 12120.24%0.82%6.57%Q4 2020Q3 202312
Leisure Capital Management 1020.15%0.20%0.26%Q2 2018Q3 202312
SimpliFi, Inc. 12120.14%0.19%0.26%Q4 2020Q3 202312
Ironsides Asset Advisors, LLC 750.76%1.01%1.44%Q2 2018Q2 202112
Mizuho Bank, Ltd. 713.83%10.29%13.27%Q3 2018Q3 202312
Dash Acquisitions Inc. 12120.57%0.73%1.46%Q4 2020Q3 202312
Concord Wealth Partners 12120.06%0.15%0.30%Q4 2020Q3 202312
Southland Equity Partners LLC 12121.18%1.66%2.14%Q4 2020Q3 202312
Financial Advantage, Inc. 1110.02%0.12%0.18%Q3 2019Q3 202212
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12120.04%0.11%0.23%Q1 2020Q4 202212
NORTH AMERICAN MANAGEMENT CORP 12120.32%0.46%0.73%Q2 2018Q1 202112
Charter Oak Capital Management, LLC 12120.07%0.08%0.09%Q4 2020Q3 202312
Platt Investment Counsel, LLC 12127.11%11.15%17.93%Q4 2020Q3 202312
First Citizens Financial Corp 1020.21%0.56%0.69%Q3 2020Q3 202312
Guardian Wealth Advisors, LLC 12120.23%4.31%5.45%Q4 2020Q3 202312
DOCK STREET ASSET MANAGEMENT INC 12120.20%0.28%0.38%Q4 2020Q3 202312
Horrell Capital Management, Inc. 12120.03%0.04%0.04%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12122.84%3.63%4.45%Q4 2020Q3 202312
Tower Wealth Partners, Inc. 12120.38%1.30%2.09%Q4 2020Q3 202312
Pacific Wealth Management 12121.30%5.87%16.48%Q4 2020Q3 202312
Banco de Sabadell, S.A 750.41%0.56%0.80%Q2 2018Q2 202112
Alliance Wealth Advisors, LLC 12123.52%4.35%4.91%Q4 2020Q3 202312
Betterment LLC 12120.00%0.03%0.04%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12122.34%5.32%8.44%Q4 2020Q3 202312
B&D White Capital Company, LLC 12120.36%1.58%3.72%Q4 2020Q3 202312
OSTERWEIS CAPITAL MANAGEMENT INC 750.00%0.01%0.02%Q2 2020Q3 202312
BARINGS LLC 12126.35%9.71%12.92%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.90%1.13%1.79%Q4 2020Q3 202312
Northern Capital Management, Inc. 12122.33%4.96%13.09%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12123.48%5.05%8.51%Q4 2020Q3 202312
Western Asset Management Company, LLC 12120.13%2.39%4.82%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.20%0.32%0.45%Q4 2020Q3 202312
Resolute Advisors LLC 12120.42%1.62%3.59%Q4 2020Q3 202312
Twin Lakes Capital Management, LLC 12120.24%0.27%0.33%Q4 2020Q3 202312
EMC Capital Management 12120.08%9.32%11.38%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.80%1.51%2.37%Q4 2020Q3 202312
Benchmark Financial Wealth Advisors, LLC 520.11%0.26%0.67%Q2 2020Q3 202312
Round Rock Advisors, LLC 12127.51%10.42%13.42%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12123.70%4.48%5.30%Q4 2020Q3 202312
Weitzel Financial Services, Inc. 12120.17%1.17%1.87%Q4 2020Q3 202312
Oxinas Partners Wealth Management LLC 12121.89%3.11%4.26%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 121213.21%15.82%19.14%Q4 2020Q3 202312
Meridian Wealth Partners, LLC 1020.01%0.04%0.07%Q4 2019Q4 202212
Annapolis Financial Services, LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.12%0.21%0.26%Q4 2020Q3 202312
Global Strategic Investment Solutions, LLC 820.04%0.09%0.19%Q1 2020Q3 202312
OLD DOMINION CAPITAL MANAGEMENT INC 1020.38%0.43%0.49%Q3 2018Q3 202112
ADVISOR PARTNERS LLC 12120.03%0.05%0.08%Q3 2019Q2 202212
Reynders McVeigh Capital Management, LLC 12120.02%0.03%0.05%Q2 2019Q1 202212
Maryland Capital Management 610.17%0.39%0.65%Q2 2018Q3 202212
Palumbo Wealth Management LLC 12120.54%1.09%2.35%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12121.95%2.43%3.08%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.66%1.00%2.17%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.31%0.41%0.53%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12129.90%11.43%13.52%Q4 2020Q3 202312
Pine Ridge Advisers LLC 12124.38%6.36%7.98%Q4 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.09%0.16%0.79%Q4 2018Q3 202112
MORGAN JESS S & CO INC 12123.36%4.34%5.30%Q4 2019Q3 202212
Levy Wealth Management Group, LLC 12121.01%7.48%13.70%Q4 2020Q3 202312
Valiant Capital Management, L.P. 639.59%25.59%39.29%Q2 2018Q3 202312
Diversified, LLC 12120.30%0.81%1.73%Q4 2020Q3 202312
Humankind Investments LLC 12125.85%8.23%16.22%Q4 2020Q3 202312
Merrion Investment Management Co, LLC 12120.56%0.91%1.09%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.08%0.19%0.35%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.06%0.08%0.17%Q4 2020Q3 202312
Rikoon Group, LLC 12120.59%1.04%1.57%Q2 2018Q1 202112
Wolff Financial Management LLC 840.33%0.51%1.07%Q2 2020Q3 202312
Sandbox Financial Partners, LLC 12120.23%0.36%0.52%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.79%1.07%1.36%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12129.59%11.34%13.46%Q4 2020Q3 202312
Innova Wealth Partners 12120.35%1.22%2.88%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.00%0.02%0.03%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12121.87%2.19%2.39%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.85%1.00%1.12%Q4 2020Q3 202312
Harbor Group, Inc. 12120.26%0.33%0.36%Q4 2020Q3 202312
Montis Financial, LLC 12120.27%0.41%0.54%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.45%0.77%1.26%Q4 2020Q3 202312
Purus Wealth Management, LLC 12122.86%3.48%3.71%Q4 2020Q3 202312
Wealth Management Partners, LLC 12125.29%6.72%8.69%Q4 2020Q3 202312
Rye Brook Capital LLC 11115.74%18.18%29.08%Q4 2020Q2 202312
Mach-1 Financial Group, LLC 610.00%0.37%1.42%Q1 2021Q3 202312
Oakwell Private Wealth Management, LLC 12121.33%2.48%5.77%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12121.53%3.46%5.45%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.22%0.44%0.70%Q4 2020Q3 202312
BOSTON FINANCIAL MANGEMENT LLC 1020.01%0.14%0.25%Q1 2020Q3 202312
Latitude Advisors, LLC 12121.62%5.17%10.39%Q4 2020Q3 202312
TrinityPoint Wealth, LLC 12120.13%0.18%0.24%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.83%1.74%4.87%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12122.02%2.90%4.01%Q4 2020Q3 202312
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 11110.01%0.17%0.42%Q1 2021Q3 202312
Meristem Family Wealth, LLC 12120.06%0.30%0.91%Q2 2019Q1 202212
FinTrust Capital Advisors, LLC 910.00%0.16%1.17%Q4 2018Q3 202312
Walkner Condon Financial Advisors LLC 710.12%0.19%0.28%Q4 2019Q3 202312
AdvisorShares Investments LLC 1023.65%12.32%26.04%Q4 2019Q3 202312
Professional Financial Advisors, LLC 910.06%0.57%3.57%Q4 2019Q3 202312
CX Institutional 710.00%0.06%0.30%Q3 2018Q3 202312
Souders Financial Advisors 12120.09%0.10%0.13%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.34%0.41%0.49%Q4 2020Q3 202312
Foster Group, Inc. 12120.72%1.12%2.02%Q4 2020Q3 202312
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 12120.07%0.28%0.46%Q3 2020Q2 202312
Phoenix Holdings Ltd. 820.04%0.19%0.85%Q1 2020Q2 202312
Fulcrum Equity Management 840.26%1.94%5.09%Q1 2019Q1 202212
Strategic Wealth Investment Group, LLC 12121.00%1.97%2.27%Q4 2020Q3 202312
Biltmore Capital Advisors LLC 12120.06%0.15%0.32%Q1 2019Q4 202112
Relaxing Retirement Coach 750.14%0.28%0.53%Q2 2020Q2 202312
TrueWealth Advisors, LLC 12121.45%2.31%3.65%Q4 2020Q3 202312
MAS Advisors LLC 880.18%1.99%3.54%Q4 2021Q3 202312
Graypoint LLC 930.02%0.03%0.04%Q3 2020Q3 202312
Gleason Group, Inc. 12120.04%0.06%0.08%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.18%0.25%0.32%Q4 2020Q3 202312
Princeton Portfolio Strategies Group LLC 12120.22%0.63%1.12%Q3 2018Q2 202112
Independent Advisor Alliance 710.02%0.28%2.21%Q4 2019Q3 202312
Lion Street Advisors, LLC 1110.60%3.50%22.56%Q4 2019Q3 202312
Mayfair Advisory Group, LLC 750.26%0.37%0.52%Q3 2020Q3 202312
FWL INVESTMENT MANAGEMENT, LLC 12120.15%0.33%1.72%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12123.44%5.03%8.71%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.24%0.41%0.76%Q4 2020Q3 202312
MCDONALD PARTNERS LLC 12120.28%0.39%0.78%Q4 2020Q3 202312
BADGLEY PHELPS & BELL INC 12120.02%0.04%0.06%Q3 2018Q2 202112
Rede Wealth, LLC 12120.16%0.44%0.73%Q4 2020Q3 202312
Prostatis Group LLC 1020.21%1.84%6.24%Q4 2019Q2 202312
Altium Wealth Management LLC 810.02%0.09%0.33%Q2 2018Q2 202212
Platform Technology Partners 1010.52%0.68%1.14%Q4 2019Q3 202312
Wealth Alliance 12120.06%0.08%0.10%Q4 2020Q3 202312
INVESTMENT HOUSE LLC 410.04%0.69%1.76%Q4 2018Q3 202312
HIGHLAND CAPITAL MANAGEMENT, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Retirement Solution Inc. 12121.67%15.64%23.38%Q4 2020Q3 202312
Accel Wealth Management 12120.34%1.29%2.08%Q4 2020Q3 202312
Biltmore Family Office, LLC 910.08%0.31%1.30%Q1 2019Q3 202312
Summit Global Investments 1110.21%3.78%18.69%Q3 2020Q3 202312
Baskin Financial Services Inc. 12120.06%0.07%0.08%Q4 2020Q3 202312
CAPE ANN SAVINGS BANK 12120.18%0.20%0.22%Q4 2020Q3 202312
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 930.00%0.08%0.16%Q1 2020Q3 202312
Source Financial Advisors LLC 12120.85%1.36%1.80%Q4 2020Q3 202312
EVERMAY WEALTH MANAGEMENT LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
CATALYST PRIVATE WEALTH, LLC 12120.14%0.49%0.99%Q1 2021Q4 202312
Summit Trail Advisors, LLC 510.17%0.41%1.36%Q4 2019Q3 202312
High Note Wealth, LLC 12120.24%0.31%0.38%Q4 2020Q3 202312
Camarda Financial Advisors, LLC 530.11%3.27%11.56%Q2 2018Q3 202312
Aaron Wealth Advisors LLC 12120.03%0.17%0.27%Q4 2020Q3 202312
LCNB CORP 12120.22%0.29%0.35%Q4 2020Q3 202312
Brookfield Asset Management 710.00%0.16%0.64%Q3 2019Q2 202312
TruWealth Advisors, LLC 12121.02%1.55%2.52%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.79%1.11%1.46%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.09%0.11%0.17%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.31%0.63%1.12%Q4 2020Q3 202312
Leucadia National 440.34%2.63%10.43%Q4 2022Q3 202312
Affiance Financial, LLC 1110.12%0.28%0.62%Q3 2020Q3 202312
Wescott Financial Advisory Group, LLC 12127.41%16.59%30.25%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.22%0.30%0.45%Q4 2020Q3 202312
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 12120.08%0.08%0.08%Q2 2018Q1 202112
Game Plan Financial Advisors, LLC 1021.63%1.79%2.38%Q4 2019Q4 202212
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
Brinker Capital Investments, LLC 750.00%0.04%0.09%Q2 2018Q4 202212
IRON Financial LLC 1110.16%0.37%0.47%Q2 2020Q3 202312
Gainplan LLC 430.19%0.83%1.74%Q3 2020Q3 202311
Trexquant Investment LP 610.01%0.13%0.51%Q4 2019Q2 202311
Capital Planning LLC 1010.42%2.31%4.14%Q4 2020Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.19%0.29%0.39%Q4 2019Q2 202211
OXFORD FINANCIAL GROUP, LTD. LLC 1010.08%0.11%0.15%Q4 2020Q3 202311
Renaissance Investment Group LLC 11110.13%0.15%0.18%Q2 2018Q4 202011
GoalVest Advisory LLC 830.00%0.02%0.04%Q4 2020Q4 202311
SkyView Investment Advisors, LLC 11110.24%1.01%1.72%Q4 2020Q2 202311
Crew Capital Management, Ltd. 11112.14%3.74%7.52%Q1 2021Q3 202311
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1010.01%0.01%0.01%Q4 2018Q1 202211
Texas Capital Bank Wealth Management Services Inc 1010.02%0.06%0.16%Q1 2020Q2 202311
AFT, FORSYTH & COMPANY, INC. 910.20%0.34%0.44%Q4 2019Q3 202311
Truepoint, Inc. 1010.02%0.05%0.10%Q4 2020Q3 202311
Archford Capital Strategies, LLC 510.03%0.06%0.22%Q2 2018Q3 202311
Southeast Asset Advisors Inc. 11110.04%0.04%0.05%Q1 2021Q3 202311
TFO Wealth Partners, LLC 11110.00%0.08%0.19%Q1 2021Q3 202311
Compass Ion Advisors, LLC 830.08%0.24%0.36%Q4 2020Q3 202311
MIDDLETON & CO INC/MA 810.02%0.06%0.08%Q3 2018Q4 202111
FSA Wealth Management LLC 410.09%0.13%0.17%Q4 2019Q3 202311
Corundum Group, Inc. 830.14%0.20%0.27%Q3 2020Q3 202311
GSB Wealth Management, LLC 11110.80%1.21%1.66%Q1 2021Q3 202311
BAINCO INTERNATIONAL INVESTORS 11110.63%0.86%1.03%Q2 2018Q4 202011
McClarren Financial Advisors, Inc. 650.13%0.28%0.56%Q4 2020Q3 202311
BECK MACK & OLIVER LLC 910.01%0.01%0.02%Q3 2018Q3 202311
CTC LLC 610.01%0.13%0.54%Q2 2018Q4 202211
HYA Advisors, Inc 11113.56%4.55%5.28%Q4 2019Q2 202211
Tranquilli Financial Advisor LLC 11110.86%2.57%3.91%Q1 2021Q3 202311
HOWARD CAPITAL MANAGEMENT 11110.15%0.18%0.22%Q2 2018Q4 202011
Fort Sheridan Advisors LLC 11110.23%0.28%0.33%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11110.26%0.37%0.47%Q1 2021Q3 202311
TUCKER ASSET MANAGEMENT LLC 11110.19%3.15%6.42%Q1 2021Q3 202311
Mosaic Family Wealth, LLC 740.02%0.11%0.20%Q2 2018Q4 202111
1834 INVESTMENT ADVISORS CO 650.00%0.07%0.16%Q4 2020Q3 202311
Planned Solutions, Inc. 740.33%2.32%9.86%Q3 2020Q2 202311
Veery Capital, LLC 11110.13%0.27%0.53%Q1 2021Q3 202311
LUCAS CAPITAL MANAGEMENT 11112.45%4.39%6.58%Q2 2018Q4 202011
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 920.79%1.23%1.66%Q4 2018Q3 202111
KILEY JUERGENS WEALTH MANAGEMENT, LLC 746.04%8.40%11.86%Q3 2020Q3 202311
Ratio Wealth Group 922.27%4.67%6.58%Q4 2020Q3 202311
TUDOR INVESTMENT CORP ET AL 310.00%0.21%1.80%Q2 2018Q3 202311
Catalyst Capital Advisors LLC 11110.05%0.12%0.19%Q1 2021Q3 202311
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.17%0.71%2.13%Q2 2018Q4 202011
Essex Private Wealth Management, LLC 920.28%0.62%1.05%Q4 2020Q3 202311
BROADMARK ASSET MANAGEMENT LLC 616.57%32.07%67.33%Q1 2019Q1 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.54%0.69%0.84%Q1 2021Q3 202311
Clal Insurance Enterprises Holdings Ltd 530.01%0.34%0.96%Q2 2020Q2 202311
Laidlaw Wealth Management LLC 810.23%0.63%0.84%Q4 2019Q3 202311
Regent Peak Wealth Advisors LLC 1010.01%0.83%1.77%Q4 2020Q3 202311
Stratos Wealth Advisors, LLC 11110.50%0.84%1.13%Q4 2018Q2 202111
Core Wealth Advisors, Inc. 520.00%3.86%11.19%Q4 2019Q3 202311
Braun-Bostich & Associates Inc. 11112.76%3.41%4.00%Q4 2020Q2 202311
Atika Capital Management LLC 612.49%6.37%14.85%Q2 2018Q3 202311
HALBERT HARGROVE GLOBAL ADVISORS, LLC 610.01%0.04%0.08%Q2 2020Q3 202311
CLEAR STREET LLC 661.20%6.63%20.77%Q2 2022Q3 202311
Sightline Wealth Advisors, LLC 741.19%1.94%2.94%Q4 2020Q3 202311
KENNICOTT CAPITAL MANAGEMENT LLC 111110.91%17.04%21.56%Q1 2021Q3 202311
Resource Planning Group 11110.24%0.45%0.82%Q3 2020Q1 202311
Successful Portfolios LLC 830.12%0.41%1.04%Q3 2019Q3 202311
Louisiana State Employees Retirement System 11110.11%0.28%0.35%Q1 2021Q3 202311
Corbenic Partners LLC 111111.52%16.83%19.83%Q4 2019Q2 202211
Horan Capital Advisors, LLC. 410.07%0.09%0.10%Q1 2019Q3 202311
Atom Investors LP 740.17%1.59%5.26%Q4 2020Q3 202311
Tuttle Capital Management, LLC 410.09%2.23%7.56%Q2 2018Q2 202211
PUBLIC SECTOR PENSION INVESTMENT BOARD 510.01%0.28%0.76%Q2 2018Q4 202211
CWH Capital Management, Inc. 11112.16%3.29%5.17%Q2 2018Q4 202011
Kowal Investment Group, LLC 11110.08%0.12%0.15%Q1 2021Q3 202311
Mizuho Markets Cayman LP 410.01%0.18%0.96%Q3 2021Q4 202211
Main Management Fund Advisors LLC 11119.22%18.33%45.56%Q1 2021Q3 202311
GM Advisory Group, LLC 11110.04%0.06%0.10%Q1 2021Q3 202311
Windsor Capital Management, LLC 920.07%0.12%0.17%Q1 2020Q3 202311
Pallas Capital Advisors LLC 11110.22%0.39%0.66%Q1 2021Q3 202311
Newfoundland Capital Management 510.03%10.45%38.49%Q4 2019Q3 202211
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 830.00%0.01%0.04%Q1 2020Q3 202311
InterOcean Capital, LLC 990.00%0.23%1.00%Q2 2018Q2 202011
Bangor Savings Bank 11110.03%0.03%0.04%Q1 2021Q3 202311
Alta Park Capital, LP 514.48%7.40%11.09%Q1 2019Q3 202311
BBVA USA Bancshares, Inc. 650.04%0.11%0.25%Q2 2018Q1 202111
ADELL HARRIMAN & CARPENTER INC 11110.02%0.03%0.03%Q1 2021Q3 202311
Secure Asset Management, LLC 11110.13%0.90%2.24%Q1 2021Q3 202311
Goepper Burkhardt LLC 11110.14%0.21%0.28%Q1 2021Q3 202311
CONDOR CAPITAL MANAGEMENT 11110.02%0.06%0.08%Q1 2021Q3 202311
Warberg Asset Management LLC 610.23%2.28%8.97%Q4 2020Q4 202211
Hoover Financial Advisors, Inc. 11110.51%6.01%17.90%Q4 2018Q2 202111
HCR Wealth Advisors 11110.47%0.51%0.55%Q1 2021Q3 202311
Elmwood Wealth Management, Inc. 610.03%0.05%0.07%Q2 2018Q4 202111
NewEdge Wealth, LLC 11110.02%0.04%0.12%Q1 2021Q3 202311
Provident Wealth Management, LLC 830.12%0.18%0.26%Q3 2020Q3 202311
NATIXIS ADVISORS, L.P. 920.01%0.02%0.03%Q2 2018Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
SkyOak Wealth, LLC 1010.05%0.64%1.06%Q2 2020Q3 202311
Winslow, Evans & Crocker, Inc. 11110.16%0.32%0.47%Q2 2018Q4 202011
CMG Global Holdings, LLC 11113.48%4.32%4.84%Q1 2021Q3 202311
DIVIDEND ASSETS CAPITAL, LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
Bienville Capital Management, LLC 740.30%1.16%3.03%Q4 2020Q3 202311
Gitterman Wealth Management, LLC 11110.12%0.28%0.42%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.06%0.19%0.48%Q1 2021Q3 202311
WEBSTERROGERS FINANCIAL ADVISORS, LLC 1010.07%0.37%0.80%Q4 2020Q3 202311
WMS Partners, LLC 11110.09%0.32%0.60%Q1 2021Q3 202311
CAHILL FINANCIAL ADVISORS INC 11110.07%0.11%0.15%Q1 2021Q3 202311
Soltis Investment Advisors LLC 710.07%0.52%1.73%Q2 2020Q3 202311
Paradigm Financial Partners, LLC 920.20%0.67%1.18%Q1 2020Q4 202211
Howard Capital Management Group, LLC 11110.21%0.22%0.23%Q1 2021Q3 202311
SHAPIRO CAPITAL MANAGEMENT LLC 610.00%0.01%0.02%Q4 2018Q3 202311
Jasper Ridge Partners, L.P. 11110.01%0.03%0.05%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.04%0.15%0.34%Q1 2021Q3 202311
ACT Advisors, LLC. 11110.36%7.70%16.88%Q4 2020Q2 202311
Addison Advisors LLC 1010.12%0.17%0.25%Q4 2020Q3 202311
Octavia Wealth Advisors, LLC 920.89%3.45%5.34%Q4 2020Q3 202311
Facet Wealth, Inc. 11110.02%0.03%0.04%Q1 2021Q3 202311
Auxano Advisors, LLC 730.00%0.13%0.21%Q3 2020Q3 202311
First Capital Advisors Group, LLC. 730.00%2.10%3.42%Q2 2018Q2 202311
Colonial River Wealth Management, LLC 830.84%2.03%4.34%Q4 2020Q3 202311
Forward Management, LLC 610.11%9.40%21.25%Q1 2019Q1 202211
BANTA ASSET MANAGEMENT LP 8317.02%23.34%28.08%Q4 2020Q3 202311
Mattern Wealth Management LLC 710.22%0.45%0.75%Q2 2020Q3 202311
St. Johns Investment Management Company, LLC 710.02%0.05%0.08%Q1 2019Q3 202311
BT Wealth Management LLC 1010.09%0.27%1.14%Q4 2018Q2 202211
Onyx Bridge Wealth Group LLC 11110.11%1.03%4.12%Q1 2021Q3 202311
Spire Wealth Management 11110.21%0.34%0.41%Q1 2021Q3 202311
Edge Wealth Management LLC 920.01%0.04%0.21%Q2 2018Q1 202311
Fountainhead AM, LLC 740.10%0.13%0.22%Q4 2020Q3 202311
Kensington Investment Counsel, LLC 831.16%1.24%1.44%Q4 2020Q3 202311
Guidance Point Advisors, LLC 11110.10%0.14%0.18%Q1 2021Q3 202311
Rollins Financial 8313.25%15.92%20.55%Q4 2020Q3 202311
South Shore Capital Advisors 880.65%1.90%3.81%Q4 2020Q3 202211
Burt Wealth Advisors 11110.02%0.02%0.02%Q2 2018Q4 202011
Olympiad Research LP 1010.46%2.45%7.16%Q4 2019Q3 202211
Kaizen Financial Strategies 921.31%1.79%2.55%Q4 2020Q3 202311
GREAT WEST LIFE ASSURANCE CO /CAN/ 11110.06%0.07%0.08%Q2 2018Q4 202011
SVA Wealth Management, LLC 11110.04%0.06%0.12%Q2 2018Q4 202011
ENCOMPASS WEALTH ADVISORS, LLC 11110.06%0.10%0.14%Q1 2021Q3 202311
Fortis Capital Management LLC 11110.14%0.67%2.74%Q1 2021Q3 202311
Curated Wealth Partners LLC 650.09%0.36%0.80%Q4 2020Q3 202311
DROMS STRAUSS ADVISORS INC /MO/ /ADV 614.79%6.02%6.82%Q3 2020Q3 202311
BENEDICT FINANCIAL ADVISORS INC 11110.34%0.50%0.66%Q1 2021Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Eastover Investment Advisors LLC 11110.21%0.33%0.40%Q1 2021Q3 202311
Goldstein Munger & Associates 920.06%0.09%0.12%Q2 2018Q1 202111
Fairhaven Wealth Management, LLC 920.11%0.13%0.16%Q4 2020Q3 202311
Insight Advisors, LLC/ PA 830.51%1.01%1.61%Q4 2020Q3 202311
GOODWIN DANIEL L 10100.13%0.54%1.00%Q2 2021Q3 202310
WNY Asset Management, LLC 550.18%1.14%3.83%Q1 2021Q3 202310
Independent Wealth Network Inc. 990.00%0.58%2.00%Q3 2021Q3 202310
Veracity Capital LLC 810.03%0.21%0.33%Q4 2020Q3 202310
Divergent Wealth Advisors 10100.12%0.13%0.16%Q2 2018Q3 202010
MAPLELANE CAPITAL, LLC 210.00%3.51%8.24%Q2 2019Q4 202210
Leonard Green & Partners, L.P. 310.79%12.88%43.78%Q4 2018Q1 202210
10-15 ASSOCIATES, INC. 10100.14%0.32%0.77%Q2 2018Q3 202010
PATRON PARTNERS, LLC 10100.26%0.41%0.71%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.96%1.37%1.78%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.44%4.93%14.05%Q2 2021Q3 202310
Transform Wealth, LLC 910.03%0.33%0.90%Q1 2020Q3 202210
Quaker Wealth Management, LLC 610.09%0.14%0.19%Q4 2019Q1 202310
JTC Employer Solutions Trustee Ltd 10100.45%2.49%4.16%Q2 2021Q3 202310
Hayden Royal, LLC 910.90%1.91%3.74%Q4 2018Q2 202110
Derbend Asset Management 10100.38%0.51%0.69%Q2 2021Q3 202310
Pentwater Capital Management LP 210.00%0.18%0.43%Q4 2018Q3 202310
RiverTree Advisors, LLC 820.22%2.67%4.29%Q4 2020Q3 202310
Bank of New Hampshire 10100.05%0.06%0.07%Q2 2021Q3 202310
Farmers & Merchants Trust Co of Long Beach 730.08%0.11%0.17%Q3 2020Q3 202310
Legacy Wealth Planning, LLC 910.26%0.48%0.68%Q4 2019Q3 202210
Pinnacle Wealth Management Group, Inc. 10103.08%4.12%5.24%Q2 2021Q3 202310
West Branch Capital LLC 10100.02%0.02%0.05%Q2 2021Q3 202310
NSI Retail Advisors, LLC 101010.46%14.17%20.91%Q2 2021Q3 202310
LifePlan Financial Group, Inc 10100.64%0.82%1.23%Q2 2018Q3 202010
CSM Advisors, LLC 10104.27%6.39%9.58%Q2 2021Q3 202310
TD Capital Management LLC 550.02%0.02%0.02%Q4 2020Q3 202310
Fortress Wealth Group, LLC 10107.75%10.35%12.74%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.05%2.65%5.38%Q4 2019Q1 202210
RIDGECREST WEALTH PARTNERS, LLC 10100.32%0.74%0.99%Q2 2021Q3 202310
Vishria Bird Financial Group, LLC 640.19%3.14%5.65%Q4 2019Q3 202310
Optiver Holding B.V. 10100.01%0.17%0.64%Q2 2021Q3 202310
Paradigm, Strategies in Wealth Management, LLC 910.16%0.28%0.43%Q1 2021Q3 202310
ACAS, LLC 641.00%1.21%1.42%Q1 2021Q3 202310
Fermata Advisors, LLC 910.73%2.01%2.52%Q1 2021Q3 202310
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10100.19%0.67%1.63%Q2 2018Q3 202010
GARRISON POINT ADVISORS, LLC 10100.16%0.21%0.26%Q2 2021Q3 202310
Altus Wealth Group LLC 990.06%0.86%1.12%Q4 2020Q4 202210
Weiss Asset Management LP 510.02%0.61%3.11%Q4 2018Q3 202310
Graticule Asia Macro Advisors LLC 210.05%4.74%13.68%Q2 2018Q3 202210
Draper Asset Management, LLC 310.00%0.21%1.41%Q1 2021Q2 202310
Atlas Principals, LLC 10104.52%11.34%27.88%Q4 2019Q1 202210
Echo Wealth Management, LLC 10100.49%0.65%0.78%Q4 2020Q1 202310
Ciovacco Capital Management LLC 730.23%2.42%5.78%Q4 2020Q3 202310
LMR Partners LLP 430.12%2.81%8.79%Q3 2021Q3 202310
Tanglewood Wealth Management, Inc. 10101.61%4.28%7.07%Q2 2021Q3 202310
BECK CAPITAL MANAGEMENT, LLC 310.11%1.04%2.53%Q4 2018Q3 202210
FCG ADVISORS, LLC 10100.23%0.66%1.04%Q2 2018Q3 202010
Clarus Group, Inc. 820.19%0.22%0.32%Q4 2020Q2 202310
Kozak & Associates, Inc. 9111.71%15.84%21.10%Q4 2020Q3 202310
HOURGLASS CAPITAL, LLC 820.06%0.09%0.12%Q2 2018Q4 202010
Beacon Capital Management, Inc. 10100.02%1.15%8.26%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.07%0.09%0.11%Q1 2021Q2 202310
Symmetry Investments LP 310.06%4.65%19.40%Q4 2020Q3 202310
Fortitude Advisory Group L.L.C. 880.01%1.18%1.69%Q4 2021Q3 202310
Sassicaia Capital Advisers LLC 733.38%9.58%20.42%Q4 2020Q2 202310
FOSTER & MOTLEY INC 820.02%0.02%0.03%Q3 2020Q2 202310
Owl Creek Asset Management, L.P. 214.15%13.57%39.64%Q4 2018Q3 202310
Bank OZK 910.10%0.15%0.20%Q2 2020Q1 202310
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 820.62%3.77%6.20%Q1 2021Q3 202310
EisnerAmper Wealth Management Corporate Benefits, LLC 510.10%0.12%0.17%Q4 2020Q4 202310
SCS Capital Management LLC 10100.01%0.04%0.17%Q2 2021Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 731.54%3.57%5.40%Q1 2020Q3 202310
Garrison Point Capital, LLC 10100.28%3.60%11.72%Q2 2020Q3 202210
AMJ Financial Wealth Management 820.27%0.90%1.48%Q4 2019Q2 202210
Town & Country Bank & Trust CO dba First Bankers Trust CO 610.06%0.10%0.12%Q4 2018Q3 202310
WADDELL & ASSOCIATES, LLC 810.12%0.16%0.20%Q3 2020Q3 202310
Shannon River Fund Management LLC 317.07%14.96%32.40%Q2 2018Q3 202310
INSPIRION WEALTH ADVISORS, LLC 910.05%0.12%0.16%Q1 2021Q3 202310
Integrity Financial Corp /WA 880.33%1.33%4.14%Q4 2021Q3 202310
EPIQ PARTNERS, LLC 10100.18%0.22%0.30%Q4 2020Q1 202310
Mirador Capital Partners LP 10100.08%0.10%0.11%Q3 2020Q4 202210
Towercrest Capital Management 10100.13%0.38%0.44%Q2 2021Q3 202310
MARK ASSET MANAGEMENT LP 430.27%6.21%13.52%Q1 2019Q2 202210
NAVELLIER & ASSOCIATES INC 410.06%0.48%1.26%Q2 2018Q3 202110
Sullivan, Bruyette, Speros & Blaney, LLC 10100.02%0.03%0.05%Q4 2018Q1 202110
NORTHSTAR WEALTH PARTNERS LLC 10100.29%0.59%0.72%Q2 2018Q3 202010
Lake Hills Wealth Management, LLC 880.33%2.88%12.54%Q4 2021Q3 202310
Old West Investment Management, LLC 824.71%15.23%34.18%Q2 2018Q3 202110
ARBOR TRUST WEALTH ADVISORS, LLC 520.14%0.17%0.19%Q3 2020Q2 202310
VALICENTI ADVISORY SERVICES INC 10100.07%0.08%0.11%Q2 2021Q3 202310
Colorado Capital Management, Inc. 10101.22%1.39%1.51%Q2 2021Q3 202310
NewSquare Capital LLC 810.00%0.01%0.02%Q1 2020Q3 202310
JAG CAPITAL MANAGEMENT, LLC 730.02%0.03%0.04%Q1 2021Q3 202310
Bridgecreek Investment Management, LLC 510.03%0.04%0.06%Q3 2020Q3 202310
NEW YORK STATE COMMON RETIREMENT FUND 10100.00%0.02%0.05%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 641.49%3.10%5.02%Q1 2021Q3 202310
Callan Capital, LLC 10100.04%0.09%0.14%Q2 2021Q3 202310
SHINE INVESTMENT ADVISORY SERVICES INC 10100.36%0.43%0.53%Q2 2018Q3 202010
Ferris Capital, LLC 430.05%0.06%0.07%Q2 2018Q1 202210
Ten Capital Wealth Advisors, LLC 550.01%0.17%0.52%Q4 2020Q2 202310
CONNING INC. 910.02%0.05%0.07%Q3 2019Q3 202310
COOPER/HAIMS ADVISORS, LLC 640.16%0.26%0.40%Q4 2020Q3 202310
CARRET ASSET MANAGEMENT, LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
Sage Mountain Advisors LLC 10100.03%0.06%0.09%Q2 2021Q3 202310
EP Wealth Advisors, LLC 710.00%0.28%0.48%Q1 2019Q3 202310
Family Management Corp 410.07%0.17%0.46%Q1 2020Q3 202310
SCOGGIN MANAGEMENT LP 511.85%8.34%14.99%Q2 2021Q3 202310
Wealthspire Advisors, L.P. 10100.05%0.07%0.09%Q2 2018Q3 202010
Spectrum Asset Management, Inc. (NB/CA) 820.10%0.12%0.16%Q3 2019Q1 202210
Sowa Financial Group, Inc. 10101.11%1.55%1.97%Q4 2019Q1 202210
Systematic Alpha Investments, LLC 730.05%0.17%0.42%Q1 2021Q3 202310
ARKANSAS FINANCIAL GROUP, INC. 10100.34%1.54%2.22%Q2 2021Q3 202310
Cordasco Financial Network 10100.01%0.23%0.38%Q1 2020Q2 202210
BAROMETER CAPITAL MANAGEMENT INC. 610.01%0.70%2.91%Q2 2018Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.58%1.61%2.45%Q4 2020Q3 202310
FAIRFIELD, BUSH & CO. 310.04%0.09%0.15%Q4 2019Q2 202310
Hoese & Co LLP 10100.02%0.04%0.06%Q3 2021Q4 202310
Lake Point Wealth Management 520.00%0.05%0.36%Q4 2018Q2 202210
Wellesley Investment Partners, LLC 10102.26%2.56%2.79%Q2 2018Q3 202010
Price Wealth, LLC 10100.10%0.37%1.39%Q2 2018Q3 202010
Inscription Capital, LLC 10100.09%0.20%0.50%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.66%1.24%2.86%Q4 2020Q1 202310
CBIZ Investment Advisory Services, LLC 910.10%0.32%1.65%Q4 2019Q3 202210
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Serengeti Asset Management LP 731.72%22.83%57.43%Q2 2018Q4 202010
WESTWOOD HOLDINGS GROUP INC 820.01%0.04%0.15%Q3 2020Q3 202310
Soundwatch Capital LLC 420.28%0.82%1.24%Q2 2020Q3 202310
Lucia Wealth Services, LLC 10100.02%0.08%0.27%Q2 2018Q3 202010
Triumph Capital Management 10100.93%5.18%9.88%Q2 2021Q3 202310
Providence Capital Advisors, LLC 820.00%0.06%0.07%Q2 2018Q1 202110
BRIGADE CAPITAL MANAGEMENT, LP 310.14%1.79%5.70%Q2 2018Q1 202310
3D ASSET MANAGEMENT, INC 10100.11%0.15%0.20%Q2 2018Q3 202010
Dentgroup LLC 990.23%0.30%0.38%Q4 2021Q4 20239
REDMONT WEALTH ADVISORS LLC 880.67%1.11%2.13%Q4 2021Q3 20239
Point72 Middle East FZE 440.12%0.92%3.43%Q4 2022Q3 20239
RESOURCES MANAGEMENT CORP /CT/ /ADV 720.00%0.00%0.00%Q3 2018Q1 20219
Danda Trouve Investment Management, Inc. 990.06%0.96%4.02%Q4 2019Q4 20219
Hudson Bay Capital Management LP 210.02%0.13%0.56%Q3 2018Q3 20239
Global Financial Private Capital, Inc 990.00%0.68%1.04%Q2 2018Q2 20209
Empowered Funds, LLC 710.16%1.90%4.70%Q4 2019Q3 20239
Gunma Bank,Ltd. 411.13%2.49%4.51%Q2 2020Q1 20239
HOWLAND CAPITAL MANAGEMENT LLC 990.01%0.03%0.04%Q3 2021Q3 20239
FURE FINANCIAL CORP 810.23%4.62%7.91%Q4 2019Q1 20229
American Money Management, LLC 990.18%0.30%0.40%Q3 2021Q3 20239
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.05%0.09%Q2 2018Q2 20239
PICTET ASSET MANAGEMENT LTD 810.00%0.01%0.01%Q3 2018Q4 20209
Psagot Value Holdings Ltd. / (Israel) 992.26%3.45%4.50%Q3 2021Q3 20239
WoodTrust Financial Corp 510.05%0.09%0.14%Q3 2020Q3 20239
Amtrust Financial Services, Inc. 991.27%2.13%3.87%Q1 2021Q1 20239
Zhang Financial LLC 990.12%0.26%0.37%Q3 2021Q3 20239
Ullmann Wealth Partners Group, LLC 990.14%0.17%0.23%Q3 2021Q3 20239
CHERRYDALE WEALTH MANAGEMENT, LLC 990.54%4.25%9.94%Q4 2021Q4 20239
Crestline Management, LP 410.25%1.15%2.30%Q2 2019Q2 20239
U.S. Capital Wealth Advisors, LLC 990.36%1.32%4.90%Q3 2021Q3 20239
Cadent Capital Advisors, LLC 610.02%0.95%7.44%Q4 2020Q3 20239
Laurel Wealth Planning LLC 990.05%0.07%0.13%Q4 2020Q4 20229
Hunting Hill Global Capital, LLC 210.61%3.30%15.75%Q3 2020Q2 20239
OGOREK ANTHONY JOSEPH /NY/ /ADV 990.01%0.01%0.01%Q3 2021Q3 20239
Perennial Advisors, LLC 310.00%0.07%0.40%Q2 2018Q3 20239
BEACON FINANCIAL GROUP 990.04%0.06%0.07%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.10%0.12%0.16%Q4 2021Q4 20239
Stonebridge Financial Planning Group, LLC 990.11%0.14%0.16%Q4 2019Q4 20219
Squar Milner Financial Services LLC 990.21%0.77%1.35%Q2 2018Q2 20209
Falcon Wealth Planning 990.10%0.14%0.19%Q3 2021Q3 20239
Broadview Financial Management, LLC 420.16%0.18%0.20%Q2 2020Q3 20239
FLAGSTAR ADVISORS INC 992.78%3.19%3.60%Q3 2021Q3 20239
Waverly Advisors, LLC 990.02%0.24%0.58%Q3 2021Q3 20239
STONNINGTON GROUP, LLC 990.06%0.12%0.15%Q1 2021Q1 20239
Angeles Investment Advisors, LLC 420.04%0.07%0.22%Q1 2019Q4 20219
Menard Financial Group LLC 810.44%0.81%0.92%Q4 2019Q1 20229
Wharton Business Group, LLC 610.01%0.03%0.04%Q2 2018Q4 20219
Financial Enhancement Group LLC 720.00%0.00%0.00%Q2 2018Q4 20219
ROBERTS GLORE & CO INC /IL/ 990.07%0.08%0.09%Q3 2021Q3 20239
Cinctive Capital Management LP 210.26%1.53%6.13%Q3 2020Q3 20239
Bellwether Advisors, LLC 810.00%0.10%0.25%Q4 2020Q1 20239
Midwest Professional Planners, LTD. 410.60%1.44%2.28%Q4 2019Q3 20239
Apella Capital, LLC 330.03%0.05%0.08%Q2 2021Q4 20239
Laffer Tengler Investments, Inc. 540.10%0.16%0.20%Q2 2020Q3 20229
TIGER MANAGEMENT L.L.C. 420.28%17.04%40.15%Q2 2018Q4 20229
Johnson Midwest Financial, LLC 630.01%10.15%22.60%Q4 2020Q3 20239
NOVARE CAPITAL MANAGEMENT LLC 540.03%0.05%0.09%Q2 2021Q3 20239
Bay Harbor Wealth Management, LLC 990.00%0.18%0.36%Q4 2018Q4 20209
Aull & Monroe Investment Management Corp 630.10%0.11%0.13%Q4 2020Q3 20239
Single Point Partners, LLC 810.06%0.15%0.75%Q2 2021Q3 20239
Summit Financial, LLC 990.06%0.36%0.55%Q3 2021Q3 20239
Hudson Value Partners, LLC 630.14%0.17%0.23%Q4 2020Q3 20239
Bickling Financial Services, Inc. 991.07%1.26%1.53%Q4 2020Q4 20229
PRINCIPAL FINANCIAL GROUP INC 810.00%0.00%0.02%Q1 2020Q3 20239
Golden State Equity Partners 630.29%0.96%1.70%Q4 2020Q3 20239
COLLECTIVE FAMILY OFFICE LLC 540.12%0.14%0.19%Q4 2020Q3 20239
JUMP TRADING, LLC 440.14%2.80%5.52%Q2 2019Q1 20209
Townsend & Associates, Inc 990.09%5.90%18.82%Q3 2020Q3 20229
Greystone Financial Group, LLC 410.12%0.44%0.87%Q4 2020Q3 20239
Meridian Financial Partners LLC 710.39%0.46%0.66%Q2 2020Q3 20239
THOMPSON SIEGEL & WALMSLEY LLC 630.00%0.00%0.01%Q2 2018Q2 20229
MONETARY MANAGEMENT GROUP INC 990.00%0.10%0.23%Q3 2021Q3 20239
FOCUS Wealth Advisors, LLC 720.15%1.54%6.44%Q4 2020Q3 20239
Coco Enterprises, LLC 540.49%7.88%25.17%Q4 2020Q2 20239
Sanford Advisory Services, LLC 990.50%0.77%0.96%Q4 2020Q4 20229
XY Capital Ltd 440.08%0.74%3.04%Q4 2022Q3 20239
Graves Light Lenhart Wealth, Inc. 720.03%0.03%0.04%Q4 2020Q3 20239
3D/L Capital Management, LLC 990.11%0.15%0.18%Q1 2021Q1 20239
Private Capital Management, LLC 710.06%0.07%0.09%Q1 2020Q3 20239
Stonehage Fleming Financial Services Holdings Ltd 330.03%0.03%0.04%Q2 2018Q1 20219
Solstein Capital, LLC 310.01%0.10%0.25%Q2 2018Q3 20219
Badgley Phelps Wealth Managers, LLC 990.03%0.06%0.07%Q3 2021Q3 20239
WELLINGTON MANAGEMENT GROUP LLP 810.00%0.00%0.01%Q4 2018Q3 20239
Full Sail Capital, LLC 990.02%0.04%0.08%Q3 2019Q3 20219
WC Walker & Associates, Inc. 996.98%8.50%9.64%Q4 2020Q4 20229
Lenox Wealth Management, Inc. 990.00%0.02%0.03%Q2 2018Q2 20209
GRIES FINANCIAL LLC 990.16%0.20%0.26%Q3 2021Q3 20239
Activest Wealth Management 636.29%12.10%17.00%Q1 2021Q3 20239
Eisler Capital (UK) Ltd. 310.04%1.22%2.97%Q4 2021Q3 20239
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 810.61%1.51%3.32%Q4 2020Q1 20239
TNF LLC 990.82%1.10%1.55%Q3 2021Q3 20239
Alliance Wealth Management Group 990.20%0.22%0.24%Q2 2021Q2 20239
SOROS CAPITAL MANAGEMENT LLC 210.03%4.76%29.51%Q1 2020Q3 20239
H&H Retirement Design & Management INC 630.13%0.16%0.31%Q1 2021Q3 20239
BRAVE ASSET MANAGEMENT INC 420.01%0.29%0.91%Q2 2018Q3 20209
Ameritas Investment Company, LLC 421.29%3.51%6.67%Q1 2019Q3 20219
Gladius Capital Management LP 210.06%1.02%3.46%Q2 2018Q2 20239
Hurlow Wealth Management Group, Inc. 540.14%0.22%0.38%Q1 2021Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.20%0.29%0.54%Q4 2019Q4 20219
Capital Bank & Trust Co 810.00%0.00%0.00%Q2 2018Q4 20209
BALASA DINVERNO & FOLTZ LLC 990.05%0.08%0.09%Q3 2020Q3 20229
Mint Tower Capital Management B.V. 210.00%0.53%2.96%Q3 2018Q1 20239
Eagle Bay Advisors LLC 990.18%0.26%0.47%Q3 2021Q3 20239
MIRABELLA FINANCIAL SERVICES LLP 610.32%3.21%7.79%Q3 2020Q1 20239
Brevan Howard Capital Management LP 210.17%10.14%31.39%Q3 2021Q3 20239
VAUGHAN & Co SECURITIES, INC. 720.16%0.19%0.25%Q4 2019Q1 20229
Investors Financial Group, LLC 991.93%2.37%2.74%Q4 2019Q4 20219
VERUS CAPITAL PARTNERS, LLC 720.16%0.98%1.29%Q4 2019Q3 20239
One River Asset Management, LLC 440.53%2.09%6.57%Q4 2022Q3 20239
Blue Chip Wealth Management, Inc. 720.22%0.67%1.06%Q2 2018Q3 20209
Leicht Financial Planning & Wealth Management, Inc. 990.80%2.46%3.10%Q2 2020Q2 20229
Vanguard Personalized Indexing Management, LLC 410.01%0.04%0.08%Q3 2020Q3 20239
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 410.03%1.66%7.90%Q3 2019Q1 20239
NewFocus Financial Group, LLC 990.14%0.16%0.19%Q4 2018Q4 20209
1900 WEALTH MANAGEMENT LLC 810.02%0.03%0.04%Q4 2020Q3 20239
SAM Advisors, LLC 995.82%6.30%6.78%Q3 2021Q3 20239
PFG Private Wealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
TRUEWEALTH LLC 990.25%0.28%0.35%Q2 2018Q2 20209
McAlister, Sweet & Associates, Inc. 990.26%0.97%3.89%Q4 2021Q4 20239
BFSG, LLC 310.04%0.11%0.57%Q3 2020Q3 20239
PVG ASSET MANAGEMENT CORP 510.21%3.38%5.57%Q4 2018Q3 20239
Heard Capital LLC 320.13%0.49%0.86%Q2 2022Q3 20238
Erickson Financial Group, LLC 888.41%11.92%15.38%Q4 2021Q3 20238
Ocean Endowment Partners, LLC 881.17%4.18%8.27%Q4 2019Q3 20218
Wealth Advisors of Iowa, LLC 510.04%3.31%11.66%Q1 2020Q2 20228
LEVIN CAPITAL STRATEGIES, L.P. 610.18%0.27%0.45%Q2 2021Q3 20238
Firestone Capital Management 880.01%0.02%0.02%Q4 2019Q3 20218
PYA Waltman Capital, LLC 880.06%0.20%0.35%Q4 2021Q3 20238
BHF RG Capital Inc. 884.16%6.37%10.89%Q4 2019Q3 20218
Lionsbridge Wealth Management LLC 710.30%1.30%2.47%Q4 2019Q1 20228
Private Capital Advisors, Inc. 880.03%0.14%0.18%Q4 2021Q3 20238
One Charles Private Wealth Services, LLC 880.21%0.30%0.39%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.04%0.15%0.25%Q4 2021Q3 20238
Sabal Trust CO 530.02%0.03%0.07%Q4 2018Q4 20218
Wakefield Asset Management LLLP 880.52%0.58%0.72%Q1 2020Q4 20218
Covenant Multifamily Offices, LLC 710.03%0.13%0.21%Q1 2019Q3 20218
GW HENSSLER & ASSOCIATES LTD 410.01%0.02%0.02%Q4 2019Q1 20238
Index Fund Advisors, Inc. 880.02%0.03%0.08%Q4 2021Q3 20238
BOYS ARNOLD & CO INC 880.27%0.33%0.46%Q2 2018Q1 20208
Coastal Bridge Advisors, LLC 610.06%0.09%0.12%Q3 2018Q3 20238
Coltrane Asset Management L.P. 520.46%48.54%98.02%Q3 2019Q3 20218
HC FINANCIAL ADVISORS INC 880.00%0.12%0.15%Q3 2020Q2 20228
Field & Main Bank 880.01%0.01%0.01%Q2 2020Q1 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 881.02%1.17%1.40%Q4 2018Q3 20208
BANK OF THE WEST 880.04%0.09%0.13%Q4 2020Q3 20228
FIL Ltd 510.00%0.03%0.19%Q2 2019Q3 20238
BTC Capital Management, Inc. 710.41%0.47%0.53%Q3 2021Q3 20238
PFS Partners, LLC 880.57%5.15%9.71%Q4 2021Q3 20238
Honeycomb Asset Management LP 314.11%6.06%9.60%Q1 2019Q3 20228
WFA Asset Management Corp 880.26%0.34%0.42%Q4 2021Q3 20238
Schoolcraft Capital LLC 880.13%0.16%0.23%Q1 2019Q4 20208
CJM Wealth Advisers, Ltd. 880.20%2.14%10.86%Q4 2021Q3 20238
Rappaport Reiches Capital Management, LLC 881.15%1.60%2.31%Q4 2021Q3 20238
National Wealth Management Group, LLC 884.14%5.90%10.30%Q4 2021Q3 20238
Pine Valley Investments Ltd Liability Co 330.28%1.03%2.67%Q1 2023Q3 20238
Socha Financial Group, LLC 8815.57%16.64%18.35%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.18%0.26%0.56%Q4 2021Q3 20238
Bensler, LLC 881.35%1.53%1.78%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.69%0.95%1.10%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.09%0.54%1.42%Q4 2020Q2 20238
Stephens Consulting, LLC 880.31%1.20%1.96%Q4 2021Q3 20238
ETFIDEA, LLC 881.49%1.97%2.47%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.33%0.57%0.90%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.03%0.07%0.10%Q4 2021Q3 20238
IBEX WEALTH ADVISORS 710.14%0.36%0.60%Q2 2019Q4 20228
Central Asset Investments & Management Holdings (HK) Ltd 711.45%11.31%33.28%Q3 2020Q2 20238
CABANA LLC 310.13%16.34%72.62%Q2 2018Q3 20218
Ascension Capital Advisors, Inc. 510.17%3.70%5.87%Q4 2019Q3 20238
RETIREMENT GUYS FORMULA LLC 880.32%0.99%2.19%Q4 2021Q3 20238
Presidio Capital Management, LLC 880.84%10.98%22.30%Q4 2021Q3 20238
Willingdon Wealth Management 880.62%0.73%0.82%Q2 2018Q1 20208
Astoria Portfolio Advisors LLC. 880.28%0.51%0.87%Q4 2021Q3 20238
Warwick Investment Management, Inc. 885.67%7.19%8.64%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.62%0.67%0.69%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.48%0.57%0.68%Q4 2021Q3 20238
WARNER FINANCIAL, INC 883.32%3.86%4.50%Q4 2021Q3 20238
Asset Management Resources, LLC 884.13%5.13%6.11%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.21%0.60%1.10%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 881.01%2.32%3.64%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.04%3.08%15.02%Q4 2021Q3 20238
Stearns Financial Services Group 880.11%0.18%0.28%Q2 2018Q1 20208
Objective Capital Management, LLC 883.02%3.45%3.86%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 884.97%6.69%8.86%Q4 2021Q3 20238
MAYPORT, LLC 880.19%0.22%0.28%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 880.28%0.44%1.24%Q4 2021Q3 20238
Eversept Partners, LP 415.01%9.34%18.11%Q2 2021Q3 20238
Strengthening Families & Communities, LLC 880.02%2.41%3.96%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.78%0.93%1.14%Q4 2021Q3 20238
LOWERY THOMAS, LLC 884.82%6.18%8.01%Q4 2021Q3 20238
Fortune 45 LLC 8811.63%15.90%22.24%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 882.24%2.51%2.66%Q4 2021Q3 20238
My Personal CFO, LLC 883.17%4.34%5.35%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.39%1.57%2.09%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.54%0.72%1.04%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.32%0.38%0.44%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.37%0.50%0.79%Q4 2021Q3 20238
Ascent Group, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.85%1.12%1.62%Q4 2021Q3 20238
PagnatoKarp Partners LLC 880.22%0.28%0.36%Q2 2018Q1 20208
Mystic Asset Management, Inc. 882.32%2.69%2.96%Q4 2021Q3 20238
McDonough Capital Management, Inc 880.49%0.52%0.55%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 881.55%1.82%2.01%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.17%0.39%0.79%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%1.37%3.33%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 881.01%1.16%1.35%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 885.15%6.08%7.08%Q4 2021Q3 20238
TCM Advisors, LLC 884.57%16.71%25.67%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.14%0.17%0.28%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 881.66%8.93%16.93%Q4 2021Q3 20238
ETF Store, Inc. 880.58%0.64%0.78%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.19%0.25%0.31%Q4 2021Q3 20238
Intergy Private Wealth, LLC 8818.96%22.17%27.28%Q4 2021Q3 20238
Roger Wittlin Investment Advisory, LLC 880.84%2.82%5.61%Q4 2021Q3 20238
HB Wealth Management, LLC 880.14%0.39%0.52%Q4 2021Q3 20238
HFG Advisors, Inc. 887.01%8.62%11.54%Q4 2021Q3 20238
VANCE WEALTH, INC. 881.97%3.59%7.88%Q4 2021Q3 20238
City State Bank 880.06%0.09%0.14%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.11%0.13%0.18%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 881.06%1.44%1.80%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 884.87%7.37%16.71%Q4 2021Q3 20238
First International Bank & Trust 880.24%0.29%0.39%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.66%0.80%0.93%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 886.17%7.05%8.12%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.20%0.23%0.26%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.57%0.70%1.06%Q4 2021Q3 20238
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 882.76%5.77%8.91%Q2 2020Q1 20228
DIXON FNANCIAL SERVICES, INC. 880.20%0.24%0.30%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.05%0.11%0.19%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.13%0.31%0.59%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.40%0.54%0.79%Q4 2021Q3 20238
Covestor Ltd 430.00%0.07%0.32%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 881.26%1.53%1.81%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.58%0.70%0.78%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 882.65%7.97%30.99%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 611.50%2.14%3.26%Q1 2021Q3 20238
HILL ISLAND FINANCIAL LLC 881.81%2.00%2.22%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.13%0.21%0.27%Q4 2021Q3 20238
VALLEY WEALTH MANAGERS, INC. 610.01%0.04%0.17%Q2 2018Q3 20238
FAGAN ASSOCIATES, INC. 310.05%0.06%0.07%Q2 2020Q3 20238
Operose Advisors LLC 880.00%0.02%0.12%Q4 2021Q3 20238
Pitti Group Wealth Management, LLC 880.57%1.08%2.30%Q4 2021Q3 20238
NEIRG Wealth Management, LLC 770.00%4.17%6.41%Q4 2021Q2 20238
HERBST GROUP, LLC 882.43%2.65%3.05%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.09%0.19%0.31%Q4 2021Q3 20238
Gould Capital, LLC 880.00%0.10%0.61%Q4 2021Q3 20238
Richmond Brothers, Inc. 8830.62%34.00%36.88%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.04%0.08%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.27%1.60%4.36%Q4 2021Q3 20238
KENFARB & CO. 880.52%0.66%0.77%Q4 2021Q3 20238
Starfox Financial Services, LLC 886.18%9.50%12.03%Q4 2021Q3 20238
ACCURATE INVESTMENT SOLUTIONS, INC. 880.00%0.01%0.04%Q2 2018Q1 20208
Gouws Capital LLC 889.13%10.63%12.94%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Allie Family Office LLC 880.48%0.76%1.21%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.10%0.35%1.46%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.33%0.47%0.87%Q4 2021Q3 20238
Members Advisory Group LLC 883.55%4.29%5.12%Q4 2021Q3 20238
Bayesian Capital Management, LP 310.11%0.85%3.78%Q2 2018Q3 20218
WealthCare Investment Partners, LLC 886.08%10.00%14.88%Q4 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 884.61%6.59%7.73%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 882.27%3.14%4.86%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.06%0.10%0.16%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.27%0.36%0.54%Q4 2021Q3 20238
Darrow Company, Inc. 889.87%11.30%12.57%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.35%0.43%0.51%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.14%0.19%0.34%Q4 2021Q3 20238
BLODGETT WEALTH ADVISORS, LLC 880.26%0.31%0.42%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 883.38%4.03%4.84%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%2.50%5.98%Q1 2022Q3 20238
Sonora Investment Management Group, LLC 880.05%0.09%0.15%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.10%0.36%1.80%Q4 2021Q3 20238
Columbus Macro, LLC 610.18%0.60%1.36%Q4 2019Q3 20238
Western Pacific Wealth Management, LP 880.02%0.07%0.13%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 885.19%5.89%6.51%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.38%0.45%0.57%Q4 2021Q3 20238
Alphadyne Asset Management LP 210.82%11.36%32.24%Q2 2018Q2 20238
NCM Capital Management, LLC 880.49%0.64%0.89%Q4 2021Q3 20238
Taylor Hoffman Wealth Management 710.01%0.02%0.02%Q2 2018Q2 20208
MKT Advisors LLC 880.42%0.77%0.95%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.18%0.88%1.35%Q4 2021Q3 20238
American Planning Services, Inc. 880.84%7.64%27.10%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.35%0.39%0.45%Q4 2021Q3 20238
Scott Capital Advisors, LLC 881.63%1.87%2.13%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.22%0.99%1.63%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 881.44%2.63%5.57%Q4 2021Q3 20238
Orcam Financial Group 880.39%0.45%0.51%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.38%0.63%1.72%Q4 2021Q3 20238
Stiles Financial Services Inc 880.72%0.83%0.97%Q4 2021Q3 20238
DBK Financial Counsel, LLC 884.98%5.77%7.23%Q4 2021Q3 20238
Manhattan West Asset Management, LLC 880.15%0.42%1.24%Q4 2021Q3 20238
AVAII WEALTH MANAGEMENT, LLC 881.91%2.83%3.47%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 881.51%1.80%2.00%Q4 2021Q3 20238
Wedmont Private Capital 880.40%0.61%1.08%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.32%0.55%1.29%Q4 2021Q3 20238
Martin Capital Advisors, LLP 884.56%4.87%5.44%Q4 2021Q3 20238
Highview Capital Management LLC/DE/ 880.26%1.08%2.62%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.21%0.23%0.24%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.08%0.11%0.16%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.20%0.24%0.29%Q4 2021Q3 20238
Mizuho Securities Co. Ltd. 880.00%2.90%14.80%Q4 2020Q3 20228
Masso Torrence Wealth Management Inc. 880.28%1.87%4.15%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.17%0.20%0.25%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.06%0.10%0.15%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 882.00%2.68%5.07%Q4 2021Q3 20238
Georgetown University 8816.36%22.73%39.08%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.02%0.03%0.08%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 881.65%4.51%10.67%Q4 2021Q3 20238
Axiom Investment Management LLC 310.00%0.41%0.99%Q4 2018Q3 20228
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.02%0.03%0.03%Q4 2021Q3 20238
Geometric Wealth Advisors 880.21%0.51%2.24%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Paladin Advisory Group, LLC 881.28%1.49%1.85%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.85%1.06%1.38%Q1 2021Q3 20238
ARVEST TRUST CO N A 880.90%1.25%1.89%Q4 2021Q3 20238
Baugh & Associates, LLC 530.13%0.14%0.14%Q1 2021Q3 20238
Whelan Financial 530.14%0.20%0.26%Q3 2021Q3 20238
ING GROEP NV 440.16%0.98%2.74%Q2 2018Q3 20238
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 626.89%10.07%14.66%Q3 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.05%0.06%0.09%Q4 2021Q3 20238
MBB PUBLIC MARKETS I LLC 520.04%0.18%0.42%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.64%0.92%1.28%Q4 2021Q3 20238
Holland Advisory Services, Inc. 880.31%0.38%0.46%Q4 2021Q3 20238
GODSEY & GIBB, INC 410.01%0.03%0.05%Q1 2019Q3 20238
Bell Investment Advisors, Inc 620.11%0.18%0.32%Q3 2021Q3 20238
McElhenny Sheffield Capital Management, LLC 880.03%11.01%27.60%Q3 2021Q2 20238
CAPITAL ONE FINANCIAL CORP 880.04%0.04%0.05%Q1 2020Q4 20218
Heritage Investment Group, Inc. 880.07%0.14%0.27%Q4 2021Q3 20238
Rossmore Private Capital 880.08%0.13%0.22%Q2 2018Q1 20208
Epic Trust Investment Advisors, LLC 885.13%6.99%9.76%Q4 2021Q3 20238
Pointe Capital Management LLC 620.27%0.32%0.41%Q2 2018Q2 20208
WEXFORD CAPITAL LP 210.03%0.42%1.46%Q3 2018Q1 20238
CV Advisors LLC 881.10%2.62%11.86%Q4 2021Q3 20238
Level Financial Advisors 880.08%0.19%0.51%Q4 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.00%0.42%1.30%Q4 2021Q3 20238
Norinchukin Bank, The 880.35%1.47%3.08%Q2 2020Q1 20228
C2C Wealth Management, LLC 880.05%0.08%0.15%Q4 2021Q3 20238
WealthTrust Asset Management, LLC 440.24%4.50%8.80%Q2 2021Q3 20238
Keystone Wealth Services, LLC 881.87%2.23%2.49%Q4 2021Q3 20238
FourThought Financial, LLC 880.39%0.56%0.83%Q4 2020Q3 20228
Keystone Financial Services 880.17%0.19%0.22%Q4 2021Q3 20238
Clarity Financial LLC 410.05%0.76%2.83%Q1 2021Q3 20238
Westwood Wealth Management 770.03%0.74%1.13%Q1 2022Q3 20238
CloudAlpha Capital Management Limited/Hong Kong 620.70%7.87%22.01%Q4 2020Q3 20238
TECTONIC ADVISORS LLC 620.04%0.30%1.81%Q4 2020Q4 20228
EMFO, LLC 880.03%0.42%0.62%Q4 2021Q3 20238
Capital Group Private Client Services, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 420.09%0.12%0.14%Q4 2020Q3 20238
Exeter Financial, LLC 880.13%0.16%0.18%Q4 2020Q3 20228
Ignite Planners, LLC 880.40%0.65%1.01%Q4 2021Q3 20238
DeepCurrents Investment Group LLC 110.20%2.22%8.01%Q1 2020Q1 20238
KilterHowling LLC 886.35%7.78%8.80%Q4 2021Q3 20238
FFT WEALTH MANAGEMENT LLC 510.00%0.28%0.56%Q2 2021Q3 20238
Costello Asset Management, INC 880.01%0.02%0.02%Q2 2020Q1 20228
Strategic Investment Advisors / MI 310.03%0.49%0.97%Q4 2018Q3 20238
AAFMAA Wealth Management & Trust LLC 882.51%2.91%3.64%Q4 2021Q3 20238
Boyd Wealth Management, LLC 880.29%0.32%0.36%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.58%1.22%2.79%Q4 2020Q3 20238
BENJAMIN EDWARDS INC 880.04%0.06%0.11%Q4 2021Q3 20238
Oder Investment Management, LLC 710.39%0.99%1.39%Q4 2020Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.91%1.12%1.32%Q4 2021Q3 20238
Sterneck Capital Management, LLC 880.98%1.29%1.58%Q2 2018Q1 20208
Windsor Creek Advisors, LLC 620.21%1.14%2.29%Q3 2019Q4 20218
TKG Advisors, LLC 882.43%3.14%3.64%Q4 2021Q3 20238
Cerro Pacific Wealth Advisors LLC 410.37%1.55%3.96%Q4 2020Q1 20238
M. Kulyk & Associates, LLC 880.09%0.11%0.14%Q4 2021Q3 20238
Lazard Freres Gestion S.A.S. 620.01%0.01%0.03%Q4 2020Q3 20238
FIDUCIARY TRUST INTERNATIONAL LLC 530.07%0.09%0.13%Q2 2018Q2 20208
Yarbrough Capital, LLC 880.58%1.95%3.68%Q4 2021Q3 20238
Galvin, Gaustad & Stein, LLC 620.02%0.04%0.10%Q4 2020Q3 20238
Birchcreek Wealth Management, LLC 710.08%1.04%1.75%Q4 2020Q3 20238
Bain Capital Public Equity Management II, LLC 620.01%1.67%3.20%Q1 2021Q2 20238
Solitude Financial Services 530.16%0.80%2.17%Q1 2021Q3 20238
Oak Harvest Investment Services 530.07%0.09%0.13%Q2 2021Q3 20238
Wealthstream Advisors, Inc. 880.27%0.45%0.68%Q4 2021Q3 20238
Jump Financial, LLC 410.97%5.39%12.40%Q3 2020Q3 20238
MTM Investment Management, LLC 880.18%0.30%0.52%Q4 2021Q3 20238
Rise Advisors, LLC 880.22%0.43%0.60%Q4 2021Q3 20238
IBERIABANK CORP 880.05%0.07%0.14%Q3 2018Q2 20208
MONOGRAPH WEALTH ADVISORS, LLC 880.06%0.08%0.12%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.03%0.17%0.67%Q4 2020Q3 20228
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 310.07%1.29%3.99%Q3 2018Q1 20238
Capital Advisors Wealth Management, LLC 880.11%0.30%0.47%Q4 2021Q3 20238
Client First Capital LLC 887.75%9.93%13.67%Q4 2021Q3 20238
BNC WEALTH MANAGEMENT, LLC 880.51%0.63%0.79%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 882.24%2.56%2.92%Q4 2021Q3 20238
Northstar Advisory Group, LLC 410.45%2.20%6.22%Q2 2021Q3 20238
Horizon Wealth Management, LLC 884.32%8.07%15.11%Q4 2021Q3 20238
Truadvice, LLC 710.11%0.90%2.57%Q2 2021Q3 20238
Capital Market Strategies LLC 530.74%1.05%1.55%Q4 2021Q4 20238
Revolve Wealth Partners, LLC 880.39%0.49%0.64%Q4 2021Q3 20238
Charles Schwab Trust Co 510.07%0.10%0.15%Q4 2020Q3 20238
Candlestick Capital Management LP 313.24%4.61%6.89%Q4 2019Q3 20238
Delta Accumulation, LLC 440.18%1.15%2.22%Q4 2022Q3 20238
CUTLER INVESTMENT COUNSEL LLC 770.02%0.08%0.11%Q1 2022Q3 20238
Madison Asset Management, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
MATTERN CAPITAL MANAGEMENT, LLC 620.04%0.11%0.31%Q1 2021Q3 20238
KAVAR CAPITAL PARTNERS GROUP, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
London & Capital Asset Management Ltd 770.04%0.10%0.33%Q4 2018Q2 20207
Ulysses Management LLC 310.60%3.94%9.94%Q4 2020Q3 20237
BANK PICTET & CIE (ASIA) LTD 610.10%0.26%0.54%Q2 2018Q2 20217
ARS Wealth Advisors Group, LLC 610.05%0.10%0.16%Q3 2021Q3 20237
FACTORY MUTUAL INSURANCE CO 771.23%1.68%2.41%Q1 2022Q3 20237
QCM Cayman, Ltd. 310.49%2.46%5.60%Q4 2018Q3 20237
SJS Investment Consulting Inc. 520.02%0.03%0.03%Q4 2021Q3 20237
Eidelman Virant Capital 770.10%0.13%0.16%Q1 2021Q3 20227
Quantbot Technologies LP 210.00%0.18%0.40%Q3 2019Q2 20237
TRH Financial, LLC 770.07%0.10%0.13%Q4 2020Q2 20227
Titan Capital Management, LLC /TX 410.09%8.39%18.07%Q2 2019Q4 20217
COUNTRY CLUB BANK /GFN 770.08%0.12%0.17%Q1 2022Q3 20237
MATHER GROUP, LLC. 210.14%0.19%0.23%Q4 2019Q3 20237
White Knight Strategic Wealth Advisors, LLC 430.28%0.30%0.34%Q4 2021Q3 20237
DDD Partners, LLC 770.04%0.07%0.08%Q1 2022Q3 20237
Covalent Partners LLC 210.01%1.44%5.27%Q2 2018Q4 20227
Congress Wealth Management LLC / DE / 610.05%0.20%0.94%Q4 2021Q3 20237
American Trust 430.56%0.81%1.02%Q4 2021Q3 20237
Cougar Global Investments Ltd 770.39%1.30%5.46%Q1 2019Q3 20207
Waypoint Capital Advisors, LLC 430.08%0.14%0.27%Q4 2021Q3 20237
CAPITAL PERFORMANCE ADVISORS LLP 770.25%0.30%0.36%Q4 2021Q2 20237
SAXON INTERESTS, INC. 770.76%1.11%1.59%Q4 2021Q2 20237
Aspire Capital Advisors LLC 770.18%0.23%0.29%Q1 2022Q3 20237
OLIO Financial Planning 770.12%0.15%0.22%Q1 2022Q3 20237
Corvex Management LP 210.77%10.32%23.71%Q4 2018Q4 20227
CAPITAL MANAGEMENT ASSOCIATES /NY/ 770.02%0.03%0.04%Q1 2022Q3 20237
Gunderson Capital Management Inc. 430.17%0.25%0.38%Q1 2019Q4 20237
Scissortail Wealth Management, LLC 430.10%3.25%7.04%Q4 2021Q3 20237
Financial Connections Group, Inc. 770.03%0.08%0.22%Q1 2022Q3 20237
WASHINGTON TRUST BANK 310.01%0.02%0.03%Q3 2018Q3 20237
Van Leeuwen & Company, LLC 770.43%2.59%5.57%Q2 2021Q4 20227
White Lighthouse Investment Management Inc. 770.89%0.97%1.13%Q1 2022Q3 20237
First Command Advisory Services, Inc. 210.00%0.00%0.01%Q4 2020Q3 20237
STRATEGIC WEALTH MANAGEMENT INC 771.69%2.65%3.90%Q2 2020Q4 20217
TCWP LLC 770.08%0.32%0.92%Q4 2021Q2 20237
J. W. Coons Advisors, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Legacy Wealth Partners, Inc. 775.22%8.52%11.44%Q4 2019Q2 20217
Eagle Strategies LLC 430.22%1.08%3.21%Q4 2021Q3 20237
BARNES PETTEY FINANCIAL ADVISORS, LLC 520.25%0.39%0.57%Q4 2021Q3 20237
COMMERZBANK AKTIENGESELLSCHAFT /FI 770.00%0.02%0.04%Q2 2018Q4 20197
GHP Investment Advisors, Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
CONSILIO WEALTH ADVISORS, LLC 774.73%6.27%7.40%Q1 2022Q3 20237
INVESTMENT ADVISORY SERVICES INC /TX /ADV 770.21%4.44%7.21%Q1 2022Q3 20237
New Perspectives, Inc 7712.01%13.85%15.70%Q2 2021Q4 20227
North Fourth Asset Management, LP 211.36%5.77%17.53%Q1 2019Q3 20237
D. E. Shaw & Co., Inc. 410.00%0.19%1.12%Q1 2019Q1 20237
New Millennium Group LLC 770.26%4.20%14.36%Q1 2022Q3 20237
GREENUP STREET WEALTH MANAGEMENT LLC 435.56%8.48%11.84%Q4 2021Q3 20237
Axiom Financial Strategies, LLC 610.09%0.12%0.13%Q2 2021Q1 20237
Glovista Investments LLC 510.02%0.32%0.68%Q1 2020Q3 20217
Chemistry Wealth Management LLC 770.18%0.20%0.25%Q1 2022Q3 20237
Southern Farm Bureau Life Insurance 772.15%3.75%4.70%Q4 2020Q2 20227
KLK CAPITAL MANAGEMENT LLC 510.28%0.70%0.91%Q2 2021Q3 20237
Fiduciary Planning LLC 310.00%4.69%18.06%Q4 2019Q2 20237
Stratos Investment Management, LLC 510.07%0.10%0.12%Q4 2019Q4 20217
Graham Capital Management, L.P. 211.92%4.50%10.44%Q2 2018Q3 20237
Blackston Financial Advisory Group, LLC 770.71%0.86%1.25%Q4 2021Q2 20237
ADAMSBROWN WEALTH CONSULTANTS LLC 430.69%0.97%1.41%Q4 2021Q3 20237
Byrne Asset Management LLC 770.00%0.06%0.11%Q4 2021Q2 20237
Blackstone Inc. 310.19%1.64%4.37%Q3 2020Q3 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 520.00%0.03%0.06%Q2 2018Q1 20217
INFRASTRUCTURE CAPITAL ADVISORS, LLC 320.18%5.31%26.26%Q1 2020Q2 20237
Autumn Glory Partners, LLC 610.12%1.13%2.05%Q4 2021Q3 20237
Prince Street Capital Management LLC 514.58%9.41%19.43%Q4 2019Q2 20227
Rainsberger Wealth Advisors, Inc. 612.80%3.23%4.20%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.73%0.83%1.16%Q4 2021Q3 20237
Narus Financial Partners, LLC 770.14%0.17%0.20%Q1 2022Q3 20237
Desjardins Global Asset Management Inc. 770.01%0.51%1.33%Q1 2022Q3 20237
Nvest Financial, LLC 771.27%1.41%1.58%Q1 2022Q3 20237
Lighthouse Investment Partners, LLC 770.08%1.78%3.91%Q1 2022Q3 20237
Beirne Wealth Consulting Services, LLC 610.28%0.39%0.57%Q4 2018Q4 20207
CHILTON CAPITAL MANAGEMENT LLC 610.00%0.06%0.08%Q4 2021Q3 20237
UBS ASSET MANAGEMENT AMERICAS INC 610.00%0.00%0.00%Q2 2018Q2 20217
Cyrus J. Lawrence, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Chescapmanager LLC 319.93%12.93%19.04%Q2 2018Q3 20237
WorthPointe, LLC 430.14%0.45%0.87%Q4 2021Q3 20237
Royal Harbor Partners, LLC 611.66%2.71%3.52%Q1 2020Q3 20227
Beacon Capital Management, LLC 772.74%3.36%4.14%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.22%0.43%0.58%Q4 2019Q2 20217
Rockbridge Investment Management, LCC 770.05%0.09%0.10%Q2 2020Q4 20217
Truehand, Inc 770.19%0.32%0.38%Q2 2020Q4 20217
TRIAD FINANCIAL ADVISORS, INC. 430.08%0.14%0.21%Q4 2021Q3 20237
Ergoteles LLC 510.01%0.10%0.35%Q1 2021Q1 20237
Whitnell & Co. 770.01%0.04%0.06%Q2 2018Q4 20197
LIBRA WEALTH LLC 520.01%0.20%0.28%Q4 2021Q3 20237
Sterling Investment Counsel, LLC 770.25%0.29%0.37%Q1 2022Q3 20237
Worth Asset Management, LLC 770.13%1.74%10.20%Q1 2022Q3 20237
Brightworth 410.02%0.08%0.17%Q2 2018Q2 20227
Redwood Financial Network Corp 770.97%1.13%1.36%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
WT Wealth Management 430.30%0.40%0.56%Q4 2020Q3 20237
L.M. KOHN & COMPANY 770.19%0.27%0.41%Q1 2022Q3 20237
Financial Guidance Group, Inc. 774.34%5.68%8.73%Q1 2022Q3 20237
Addison Capital Co 510.26%0.39%0.98%Q4 2018Q4 20227
ClearBridge Investments 770.00%0.00%0.00%Q4 2018Q2 20207
Locust Wood Capital Advisers 611.67%2.69%4.84%Q2 2018Q2 20207
Coastwise Capital Group, LLC 770.59%2.31%7.45%Q1 2022Q3 20237
Infini Capital Management Ltd 770.03%33.46%53.76%Q2 2021Q4 20227
LTG Capital LLC 430.41%0.46%0.50%Q4 2021Q3 20237
Horizons Wealth Management 770.26%0.29%0.32%Q2 2022Q4 20237
ICA Group Wealth Management, LLC 772.11%3.59%7.29%Q1 2022Q3 20237
TAIYO LIFE INSURANCE CO 618.62%11.92%17.43%Q2 2018Q3 20237
tru Independence LLC 310.03%0.06%0.09%Q4 2019Q1 20227
Alaska Permanent Fund Corp 520.02%0.20%1.14%Q4 2021Q3 20237
Second Half Financial Partners, LLC 771.54%2.56%4.42%Q1 2022Q3 20237
Osborn Williams & Donohoe LLC 520.04%0.05%0.06%Q2 2018Q1 20207
Three Bridge Wealth Advisors, LLC 770.82%1.07%1.34%Q1 2022Q3 20237
Cascade Investment Advisors, Inc. 610.02%0.02%0.02%Q1 2021Q1 20237
Walker Financial Services, Inc. 771.34%1.69%2.04%Q1 2022Q3 20237
Advisor Group, Inc. 771.20%1.26%1.41%Q2 2018Q4 20197
Strategies Wealth Advisors, LLC 430.46%0.65%0.84%Q4 2021Q3 20237
J2 Capital Management Inc 610.44%1.14%4.95%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 773.54%4.16%5.10%Q1 2022Q3 20237
HARVEY CAPITAL MANAGEMENT INC 310.07%0.11%0.14%Q4 2020Q3 20237
FISHMAN JAY A LTD/MI 770.24%0.27%0.30%Q1 2022Q3 20237
Regal Wealth Group, Inc. 770.01%0.03%0.08%Q3 2019Q1 20217
DCF Advisers, LLC 311.39%6.76%16.51%Q1 2021Q3 20237
KFA Private Wealth Group, LLC 430.11%0.13%0.14%Q4 2021Q3 20237
GRANDFIELD & DODD, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Wade Financial Advisory, Inc 770.36%0.42%0.46%Q1 2022Q3 20237
TCF National Bank 770.48%0.75%1.00%Q3 2019Q1 20217
FIFTH THIRD SECURITIES, INC. 313.02%3.86%4.54%Q3 2018Q3 20237
Saturna Capital CORP 770.01%0.01%0.01%Q4 2020Q2 20227
STOCK YARDS BANK & TRUST CO 610.02%0.22%0.39%Q1 2021Q3 20237
Savior LLC 770.01%0.04%0.07%Q4 2019Q2 20217
GAM Holding AG 770.11%0.19%0.37%Q4 2018Q2 20207
Legacy Capital Wealth Partners, LLC 770.32%2.09%2.98%Q1 2022Q3 20237
Elk River Wealth Management, LLC 770.09%0.37%1.18%Q1 2022Q3 20237
Bluesphere Advisors, LLC 520.21%0.27%0.36%Q1 2021Q3 20237
INVESTMENT PARTNERS, LTD. 520.15%0.27%0.34%Q3 2021Q3 20237
ECLECTIC ASSOCIATES INC /ADV 430.12%0.17%0.32%Q2 2021Q3 20237
Total Wealth Planning, LLC 770.12%0.14%0.18%Q1 2022Q3 20237
WestHill Financial Advisors, Inc. 770.09%0.11%0.13%Q1 2022Q3 20237
EXCHANGE TRADED CONCEPTS, LLC 520.00%3.65%8.74%Q3 2020Q2 20237
Mitsubishi UFJ Trust & Banking Corp 520.00%0.01%0.04%Q2 2018Q3 20237
U S GLOBAL INVESTORS INC 770.00%0.00%0.01%Q2 2020Q4 20217
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 410.08%0.11%0.17%Q1 2019Q3 20237
Robbins Farley 524.48%5.54%7.06%Q3 2021Q3 20237
Bramshill Investments, LLC 610.00%0.00%0.01%Q4 2018Q3 20237
LMCG INVESTMENTS, LLC 770.19%0.22%0.26%Q1 2022Q3 20237
FLYNN ZITO CAPITAL MANAGEMENT, LLC 430.14%0.33%0.44%Q4 2021Q3 20237
Connectus Wealth, LLC 770.05%0.20%0.90%Q1 2022Q3 20237
Better Money Decisions, LLC 610.17%0.24%0.31%Q1 2021Q1 20237
Stillwater Investment Management, LLC 610.06%0.06%0.07%Q4 2020Q1 20237
Alaethes Wealth LLC 430.01%0.22%0.51%Q2 2021Q3 20237
SYM FINANCIAL Corp 430.05%0.13%0.25%Q3 2021Q3 20237
Smith, Salley & Associates 610.02%0.03%0.04%Q3 2021Q3 20237
Ghost Tree Capital, LLC 213.26%6.76%11.25%Q2 2019Q4 20227
Anson Funds Management LP 310.27%2.24%4.29%Q4 2020Q3 20237
Lombard Odier Asset Management (USA) Corp 510.03%0.60%1.55%Q2 2020Q2 20237
SPHERA FUNDS MANAGEMENT LTD. 220.24%7.79%29.76%Q2 2020Q2 20237
Castleview Partners, LLC 430.00%0.17%0.38%Q4 2021Q3 20237
Rice Partnership, LLC 430.06%0.09%0.12%Q4 2021Q3 20237
Wellington Shields & Co., LLC 770.05%0.07%0.10%Q1 2022Q3 20237
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 320.01%0.03%0.05%Q1 2021Q3 20237
Goldstream Capital Management Ltd 430.14%1.31%3.05%Q4 2021Q3 20237
Cohen Capital Management, Inc. 770.51%0.62%0.75%Q1 2022Q3 20237
Howard Capital Management Inc. 770.26%8.47%18.17%Q2 2018Q4 20197
JB Capital LLC 770.59%0.70%0.85%Q1 2022Q3 20237
Sierra Capital LLC 510.01%0.12%0.20%Q1 2021Q3 20236
BOARDMAN BAY CAPITAL MANAGEMENT LLC 315.13%9.13%13.88%Q2 2018Q3 20206
Birch Grove Capital LP 330.09%0.69%2.44%Q2 2021Q4 20226
Trinity Legacy Partners, LLC 330.11%0.17%0.22%Q4 2021Q3 20236
Anfield Capital Management, LLC 510.13%2.19%5.20%Q1 2020Q3 20216
Allen Capital Group, LLC 550.02%0.18%0.57%Q3 2022Q3 20236
Bridgewater Advisors Inc. 660.12%0.18%0.22%Q1 2021Q2 20226
Three Peaks Capital Management, LLC 330.09%0.27%0.51%Q1 2020Q3 20216
HOME FEDERAL BANK OF TENNESSEE 660.14%0.41%0.61%Q2 2022Q3 20236
Loudon Investment Management, LLC 420.14%0.15%0.16%Q2 2021Q3 20236
UNITED MARITIME CAPITAL LLC 310.46%1.41%3.26%Q4 2020Q3 20226
City Financial Investment Co Ltd 220.38%14.98%27.76%Q2 2018Q3 20186
Cornerstone Management, Inc. 660.03%0.04%0.05%Q4 2021Q1 20236
Parkside Advisors LLC 330.07%0.08%0.09%Q2 2021Q4 20236
Guidant Wealth Advisors 660.10%0.10%0.11%Q2 2018Q3 20196
Harvest Fund Management Co., Ltd 420.00%0.02%0.05%Q3 2020Q3 20236
BEACONLIGHT CAPITAL, LLC 511.03%8.29%34.68%Q1 2021Q3 20236
NINE MASTS CAPITAL Ltd 220.05%3.09%14.61%Q2 2018Q3 20206
PIER 88 INVESTMENT PARTNERS LLC 510.14%0.48%0.80%Q2 2020Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.58%1.25%1.72%Q2 2018Q3 20196
Thiel Macro LLC 221.09%10.45%24.01%Q2 2018Q2 20196
Point72 Europe (London) LLP 331.67%22.76%54.91%Q1 2022Q3 20236
Synergy Asset Management, LLC 210.02%0.20%0.94%Q4 2020Q3 20236
Glaxis Capital Management, LLC 312.70%26.04%98.94%Q3 2019Q3 20236
Nadler Financial Group, Inc. 660.85%0.92%1.01%Q2 2022Q3 20236
Icon Wealth Partners, LLC 420.00%0.03%0.05%Q2 2018Q1 20226
Little Harbor Advisors, LLC 661.07%1.69%1.97%Q2 2022Q3 20236
Compass Advisory Group LLC 660.11%0.31%0.40%Q2 2022Q3 20236
SCHF (GPE), LLC 6624.02%28.68%35.37%Q4 2019Q1 20216
Legacy Financial Strategies, LLC 510.18%0.20%0.22%Q2 2018Q1 20206
DeGreen Capital Management LLC 666.47%8.98%9.86%Q2 2020Q3 20216
Diameter Capital Partners LP 215.28%14.96%33.32%Q2 2018Q2 20236
17 CAPITAL PARTNERS, LLC 660.55%0.70%0.77%Q2 2021Q3 20226
Landmark Wealth Management, LLC 510.47%1.75%3.11%Q1 2022Q3 20236
FIRST BUSINESS FINANCIAL SERVICES, INC. 330.03%0.03%0.04%Q3 2021Q3 20236
Jump Trading, LLC 330.98%5.20%11.14%Q2 2018Q4 20186
Main Street Research LLC 420.02%0.09%0.17%Q2 2021Q4 20226
Biechele Royce Advisors 660.08%0.09%0.11%Q2 2021Q3 20226
Sequoia Wealth Management, LLC 660.89%5.54%11.47%Q2 2018Q3 20196
ROCKY MOUNTAIN ADVISERS, LLC 660.10%0.14%0.25%Q2 2022Q3 20236
ODonnell Financial Services, LLC 660.93%7.88%15.32%Q3 2021Q4 20226
Financial Services Advisory Inc 310.51%0.94%1.19%Q4 2019Q4 20216
Global Endowment Management, LP 310.03%0.14%0.38%Q2 2018Q2 20226
Windsor Wealth Management, Inc. 420.04%0.06%0.08%Q2 2020Q1 20226
Winthrop Partners - WNY, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Leeward Financial Partners, LLC 660.16%0.17%0.18%Q2 2022Q3 20236
WALLER FINANCIAL PLANNING GROUP, INC 660.07%0.11%0.14%Q3 2022Q4 20236
JGP Wealth Management, LLC 510.06%0.07%0.09%Q4 2021Q3 20236
Nachman Norwood & Parrott, Inc 660.06%0.12%0.15%Q1 2020Q2 20216
ZEKE CAPITAL ADVISORS, LLC 660.04%0.05%0.06%Q3 2021Q4 20226
B. Riley Financial, Inc. 210.39%3.79%10.97%Q2 2018Q1 20216
Private Wealth Advisors, Inc. 663.01%4.42%5.45%Q3 2019Q4 20206
Walleye Capital LLC 210.10%1.54%3.41%Q3 2020Q3 20236
NorthCoast Asset Management LLC 660.04%0.16%0.40%Q2 2020Q3 20216
MASTRAPASQUA ASSET MANAGEMENT INC 410.02%0.06%0.21%Q4 2018Q3 20236
Grace Capital 660.41%0.51%0.59%Q3 2020Q4 20216
Firefly Value Partners, LP 424.27%9.40%13.20%Q2 2018Q2 20206
K.J. Harrison & Partners Inc 660.06%0.09%0.13%Q4 2018Q1 20206
Knuff & Co LLC 660.05%0.05%0.06%Q3 2019Q4 20206
KG&L Capital Management,LLC 660.11%0.18%0.28%Q2 2022Q3 20236
Ameraudi Asset Management, Inc. 510.10%3.90%7.91%Q1 2020Q4 20226
Oldfather Financial Services, LLC 510.11%0.16%0.29%Q3 2021Q3 20236
OneAscent Financial Services LLC 660.19%1.07%2.54%Q2 2022Q3 20236
GSA CAPITAL PARTNERS LLP 510.02%0.05%0.08%Q4 2020Q3 20236
Heartwood Wealth Advisors LLC 210.03%0.04%0.06%Q4 2019Q1 20236
Paragon Advisors, LLC 330.10%0.48%1.02%Q1 2020Q2 20226
Adero Partners, LLC 660.06%0.08%0.09%Q2 2022Q3 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.02%0.03%0.04%Q1 2022Q3 20236
Baldwin Investment Management, LLC 660.06%0.07%0.08%Q4 2021Q1 20236
Great Lakes Retirement, Inc. 420.34%0.99%3.57%Q4 2019Q3 20236
Amundi 660.00%0.01%0.01%Q2 2022Q3 20236
Integer Wealth Advisors Group LLC 661.36%1.70%2.04%Q4 2019Q1 20216
Exchange Capital Management, Inc. 220.01%0.04%0.07%Q2 2018Q2 20236
Tatro Capital, LLC 662.73%3.63%6.04%Q4 2020Q1 20226
Fusion Capital, LLC 310.13%0.15%0.21%Q2 2020Q3 20236
Filbrandt Wealth Management, LLC 420.01%0.12%0.28%Q1 2020Q3 20216
SVB Investment Services Inc. 310.10%0.14%0.18%Q4 2019Q1 20226
1623 Capital LLC 216.13%9.33%17.19%Q3 2020Q3 20236
PRIVATE TRUST CO NA 660.74%0.82%0.87%Q2 2022Q3 20236
CLOUGH CAPITAL PARTNERS L P 110.10%13.91%28.31%Q4 2018Q3 20226
BOSTON RESEARCH & MANAGEMENT INC 420.07%0.09%0.12%Q1 2022Q3 20236
Coombe, Bender & Co LLC 660.21%0.24%0.29%Q2 2022Q3 20236
Milestone Advisory Partners 660.17%1.74%2.87%Q2 2018Q3 20196
INVESTMENT MANAGEMENT OF VIRGINIA LLC 661.36%1.95%2.68%Q4 2021Q1 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.11%0.13%0.15%Q2 2021Q4 20226
4Thought Financial Group Inc. 510.00%0.27%1.04%Q1 2022Q3 20236
Marshall Financial Group LLC 661.24%1.46%1.68%Q2 2022Q3 20236
TriaGen Wealth Management LLC 420.12%0.27%0.64%Q4 2020Q1 20236
Orin Green Financial, LLC 660.13%0.15%0.16%Q2 2022Q3 20236
Taylor & Morgan Wealth Management, LLC 660.73%2.40%3.04%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.06%0.07%0.11%Q4 2020Q1 20226
Midwest Wealth Management Inc. 660.24%0.26%0.30%Q4 2020Q1 20226
CFS Investment Advisory Services, LLC 410.04%0.30%0.43%Q4 2020Q3 20236
Freedman Financial Associates, Inc. 660.07%0.08%0.08%Q4 2020Q1 20226
PRINCETON CAPITAL MANAGEMENT LLC 330.10%0.16%0.23%Q3 2021Q1 20236
Thrive Wealth Management, LLC 330.06%0.14%0.53%Q1 2022Q3 20236
Curi Wealth Management, LLC 660.01%0.05%0.11%Q1 2022Q2 20236
WCG Wealth Advisors LLC 410.03%0.51%0.77%Q2 2022Q3 20236
Piscataqua Savings Bank 660.04%0.04%0.05%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
Applied Capital LLC 660.19%0.34%0.51%Q2 2021Q3 20226
Householder Group Estate & Retirement Specialist, LLC 410.69%1.16%1.94%Q4 2021Q3 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.00%0.02%0.03%Q2 2022Q3 20236
WIN ADVISORS, INC 420.00%0.73%3.10%Q4 2021Q2 20236
SURIENCE PRIVATE WEALTH LLC 660.53%9.83%24.30%Q1 2022Q2 20236
Stonegate Investment Group, LLC 660.28%0.32%0.37%Q2 2022Q3 20236
Stone Point Wealth LLC 660.12%0.18%0.21%Q2 2022Q3 20236
EdgeRock Capital LLC 660.96%8.29%18.19%Q2 2022Q3 20236
PRIMORIS WEALTH ADVISORS, LLC 330.26%0.31%0.50%Q4 2021Q3 20236
Bryant Woods Investment Advisors, LLC 510.16%0.19%0.20%Q1 2022Q3 20236
AXXCESS WEALTH MANAGEMENT, LLC 310.83%2.36%4.16%Q4 2021Q3 20236
Vantage Financial Partners, LLC 660.23%1.44%2.80%Q2 2022Q3 20236
Forum Financial Management, LP 660.02%0.03%0.04%Q2 2022Q3 20236
Bullseye Investment Management, LLC 510.19%4.77%8.89%Q4 2021Q2 20236
COMPASS FINANCIAL ADVISORS LLC 660.30%0.32%0.33%Q4 2021Q1 20236
Brooklyn FI, LLC 330.12%0.24%0.33%Q4 2021Q3 20236
Athena Investment Management 660.32%0.38%0.42%Q2 2022Q3 20236
Atlas Financial Advisors, Inc. 420.32%6.68%11.13%Q1 2022Q3 20236
Lansing Street Advisors 660.23%0.32%0.55%Q1 2022Q2 20236
Joule Financial, LLC 665.09%6.00%6.88%Q2 2022Q3 20236
WealthPlan Investment Management, LLC 410.02%0.14%0.28%Q1 2022Q4 20236
Drake & Associates, LLC 662.46%2.73%2.97%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 661.78%2.22%2.49%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.04%0.06%0.07%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.22%0.50%0.95%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.09%0.12%0.18%Q2 2022Q3 20236
Corient Private Wealth LLC 440.00%0.09%0.21%Q4 2022Q3 20236
Passive Capital Management, LLC. 660.33%0.43%0.61%Q4 2021Q1 20236
Abacus Wealth Partners, LLC 510.08%0.15%0.23%Q4 2020Q2 20226
FIRST AMERICAN TRUST, FSB 510.04%0.14%0.22%Q4 2021Q3 20236
Itau Unibanco Holding S.A. 410.25%1.02%1.60%Q3 2018Q3 20206
Laird Norton Wetherby Trust Company, LLC 660.04%0.05%0.06%Q4 2020Q1 20226
INTREPID CAPITAL MANAGEMENT INC 330.22%0.47%0.57%Q3 2021Q3 20236
NORRIS PERNE & FRENCH LLP/MI 420.02%0.03%0.05%Q2 2020Q3 20236
SILVER OAK SECURITIES, INCORPORATED 511.35%1.71%2.56%Q1 2022Q3 20236
CADENCE BANK NA 510.06%0.08%0.09%Q3 2020Q2 20226
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 510.34%0.39%0.44%Q2 2018Q4 20196
ORRSTOWN FINANCIAL SERVICES INC 660.06%0.07%0.08%Q2 2018Q3 20196
RESOURCE CONSULTING GROUP INC 330.05%0.07%0.11%Q1 2022Q3 20236
MERITAGE PORTFOLIO MANAGEMENT 660.03%0.04%0.04%Q2 2022Q3 20236
SAGE FINANCIAL GROUP INC 660.03%0.04%0.05%Q2 2022Q3 20236
KOPP INVESTMENT ADVISORS LLC 660.50%0.66%1.19%Q2 2018Q3 20196
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.76%0.92%1.10%Q3 2018Q4 20196
CANTOR FITZGERALD, L. P. 660.94%1.10%1.23%Q2 2022Q3 20236
BEESE FULMER INVESTMENT MANAGEMENT, INC. 310.02%0.03%0.04%Q2 2020Q3 20236
Ruggie Capital Group 661.54%3.56%6.98%Q2 2018Q3 20196
Teamwork Financial Advisors, LLC 660.18%0.33%0.54%Q2 2022Q3 20236
Crawford Lake Capital Management, LLC 210.15%6.55%18.03%Q2 2018Q2 20226
Lighthouse Financial Advisors, Inc. 662.55%6.76%8.79%Q4 2019Q1 20216
No Street GP LP 413.84%18.23%42.66%Q4 2019Q2 20235
First National Bank of Mount Dora, Trust Investment Services 550.08%0.11%0.15%Q4 2019Q4 20205
Empyrean Capital Partners, LP 310.40%1.06%2.48%Q3 2020Q3 20235
Opal Wealth Advisors, LLC 320.14%0.18%0.23%Q4 2021Q3 20235
Iron Horse Wealth Management, LLC 410.00%0.04%0.05%Q2 2022Q3 20235
Cairn Investment Group, Inc. 320.27%0.82%1.00%Q1 2022Q3 20235
GARNET EQUITY CAPITAL HOLDINGS, INC. 310.07%25.09%64.36%Q1 2021Q1 20235
MGO Private Wealth, LLC 550.30%1.27%3.26%Q3 2022Q3 20235
Colonial Trust Co / SC 550.04%0.06%0.09%Q3 2022Q3 20235
Ellenbecker Investment Group 550.13%0.15%0.16%Q2 2021Q2 20225
Capital Advantage, Inc. 320.10%0.13%0.16%Q4 2019Q1 20215
Newport Wealth Strategies, Inc. 550.16%0.16%0.17%Q3 2020Q3 20215
EagleClaw Capital Managment, LLC 320.05%0.05%0.06%Q4 2021Q3 20235
Crescent Capital Consulting, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Private Vista, LLC 210.26%0.31%0.46%Q2 2018Q1 20205
Roof Advisory Group, Inc. 550.77%0.83%0.89%Q2 2018Q2 20195
ASSET PLANNING CORPORATION 320.16%0.18%0.20%Q4 2021Q3 20235
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 210.10%0.94%3.92%Q2 2018Q3 20225
Indie Asset Partners, LLC 320.25%0.40%0.78%Q4 2019Q2 20225
Garden State Investment Advisory Services LLC 442.22%4.49%10.13%Q4 2022Q3 20235
Apollo Management Holdings, L.P. 310.25%1.67%3.40%Q1 2020Q2 20235
Alight Capital Management LP 210.83%4.14%7.91%Q4 2018Q3 20225
Tuscan Ridge Asset Management LLC 210.23%0.47%0.69%Q4 2018Q3 20195
Raub Brock Capital Management LP 550.06%0.07%0.08%Q2 2019Q2 20205
TITLEIST CAPITAL, LLC 550.64%1.47%2.42%Q4 2021Q4 20225
Echo45 Advisors LLC 554.87%8.65%10.96%Q4 2021Q4 20225
ENZI WEALTH 553.58%4.90%5.37%Q3 2022Q3 20235
JOHN G ULLMAN & ASSOCIATES INC 550.05%0.06%0.06%Q2 2018Q2 20195
Bordeaux Wealth Advisors LLC 550.15%0.88%1.35%Q3 2022Q3 20235
SHEPHERD KAPLAN KROCHUK, LLC 550.31%0.62%0.88%Q3 2018Q3 20195
RFG HOLDINGS, INC. 320.22%5.73%13.77%Q4 2021Q3 20235
Ledge Wealth Management, Inc. 410.09%0.12%0.16%Q1 2022Q3 20235
WealthOne, LLC 410.05%0.08%0.10%Q4 2018Q1 20225
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.03%Q4 2021Q3 20235
RESOLUTE FINANCIAL, LLC 550.32%0.48%0.61%Q4 2021Q4 20225
D L CARLSON INVESTMENT GROUP INC 550.07%0.07%0.08%Q3 2022Q3 20235
Clear Perspective Advisors, LLC 410.01%0.08%0.12%Q2 2018Q4 20215
CLEAR INVESTMENT RESEARCH, LLC 550.05%0.14%0.27%Q3 2022Q3 20235
Econ Financial Services Corp 550.00%0.30%0.68%Q4 2021Q4 20225
TCG Advisors, LP 320.14%0.66%1.25%Q1 2019Q2 20205
FARR MILLER & WASHINGTON LLC/DC 550.03%0.04%0.04%Q3 2020Q3 20215
Donoghue Forlines LLC 550.08%1.88%2.73%Q3 2020Q3 20215
ICONIQ Capital, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
DAGCO, INC. 410.09%0.09%0.10%Q2 2021Q2 20235
Global Wealth Strategies & Associates 550.96%2.56%3.80%Q4 2022Q4 20235
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 410.30%1.12%4.22%Q2 2020Q3 20235
Winch Advisory Services, LLC 553.13%3.65%4.08%Q3 2022Q3 20235
CONTINENTAL ADVISORS LLC 551.67%3.97%6.42%Q2 2018Q2 20195
Baron Wealth Management LLC 550.51%0.58%0.62%Q4 2022Q4 20235
WILLNER & HELLER, LLC 551.16%1.24%1.28%Q4 2021Q4 20225
EHP Funds Inc. 550.17%3.02%11.66%Q3 2022Q3 20235
AKUNA SECURITIES LLC 550.02%0.79%2.63%Q3 2022Q3 20235
Select Equity Group, L.P. 410.04%5.47%7.78%Q4 2021Q1 20235
QUANTUM CAPITAL MANAGEMENT 550.04%0.06%0.12%Q3 2019Q3 20205
Fortis Capital Advisors, LLC 440.01%7.21%11.71%Q4 2022Q3 20235
Caprock Group, LLC 311.51%1.89%2.84%Q1 2022Q3 20235
Garrett Wealth Advisory Group, LLC 410.07%0.16%0.20%Q3 2019Q3 20235
Strategic Asset Management, LLC 554.41%5.32%6.51%Q3 2021Q3 20225
OLD MISSION CAPITAL LLC 210.10%0.44%0.75%Q4 2018Q2 20225
Balboa Wealth Partners 550.73%1.09%1.58%Q3 2022Q3 20235
Ninepoint Partners LP 550.04%0.65%1.69%Q4 2018Q4 20195
Red Wave Investments LLC 414.65%5.42%6.13%Q4 2020Q3 20235
UNITED BANK 310.03%0.04%0.05%Q2 2018Q1 20235
Arlington Partners LLC 410.00%0.00%0.01%Q4 2021Q2 20235
KLS Professional Advisors Group, LLC 550.07%0.13%0.22%Q2 2018Q2 20195
Accuvest Global Advisors 320.14%1.40%5.74%Q1 2020Q4 20215
TEALWOOD ASSET MANAGEMENT INC 550.15%0.21%0.26%Q1 2020Q1 20215
Intrepid Financial Planning Group LLC 550.30%0.33%0.39%Q2 2022Q2 20235
Gruss & Co., LLC 321.00%5.53%12.13%Q3 2021Q3 20235
MASTERS CAPITAL MANAGEMENT LLC 214.59%6.78%9.60%Q2 2018Q3 20205
Grove Bank & Trust 410.03%0.04%0.06%Q4 2021Q3 20235
Bill Few Associates, Inc. 320.22%0.23%0.23%Q4 2021Q3 20235
E Fund Management (Hong Kong) Co., Ltd. 320.18%1.81%4.16%Q4 2021Q4 20235
Private Wealth Advisors, LLC 410.03%0.13%0.16%Q1 2019Q2 20225
Compass Financial Group, INC/SD 550.42%0.54%0.61%Q4 2022Q4 20235
K2 PRINCIPAL FUND, L.P. 330.23%0.94%1.35%Q1 2019Q3 20195
HARVEST CAPITAL MANAGEMENT INC 550.10%0.16%0.38%Q2 2018Q2 20195
Force Capital Management LLC 552.40%3.12%3.64%Q2 2018Q2 20195
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 410.00%0.13%0.19%Q1 2020Q3 20235
Carolina Wealth Advisors, LLC 310.00%0.01%0.01%Q4 2020Q2 20235
Financial Advisors Network, Inc. 310.05%0.06%0.07%Q2 2021Q3 20235
KWB Wealth 320.04%0.05%0.05%Q3 2021Q3 20235
Segantii Capital Management Ltd 110.01%3.17%14.94%Q4 2018Q2 20235
Johnson & White Wealth Management, LLC 550.23%0.40%0.67%Q3 2022Q3 20235
Beck Bode, LLC 210.02%0.19%0.78%Q3 2020Q2 20235
Members Trust Co 550.02%0.02%0.03%Q2 2021Q2 20225
black-and-white Capital LP 321.76%10.36%28.49%Q2 2019Q2 20215
B.O.S.S. Retirement Advisors, LLC 550.13%0.21%0.27%Q4 2022Q4 20235
Briaud Financial Planning, Inc 410.09%0.12%0.14%Q2 2021Q3 20235
NORTHSTAR INVESTMENT ADVISORS LLC 551.23%3.83%5.44%Q2 2020Q2 20215
LEVEL FOUR FINANCIAL, LLC 440.00%1.01%1.44%Q4 2020Q3 20215
BENNETT SELBY INVESTMENTS LP 410.12%0.19%0.22%Q4 2021Q4 20235
Ameliora Wealth Management Ltd. 550.92%1.21%1.44%Q3 2022Q3 20235
Davide Leone & Partners Investment Co Ltd. 3223.94%63.22%81.43%Q2 2021Q4 20225
Baron Financial Group, LLC 553.39%4.80%5.95%Q3 2022Q3 20235
4J Wealth Management LLC 320.22%0.23%0.24%Q4 2021Q3 20235
COOK WEALTH MANAGEMENT GROUP LLC 320.81%0.97%1.20%Q4 2021Q1 20235
Delphi Private Advisors LLC 550.04%0.10%0.18%Q2 2018Q2 20195
PURSUE WEALTH PARTNERS LLC 410.29%0.41%0.73%Q4 2021Q3 20235
Weiss Multi-Strategy Advisers LLC 310.02%0.18%0.50%Q1 2021Q2 20235
Benchmark Investment Advisors LLC 320.22%0.23%0.25%Q4 2021Q3 20235
Diversified Investment Strategies, LLC 550.18%0.37%0.48%Q3 2022Q3 20235
COOKSON PEIRCE & CO INC 550.01%0.03%0.04%Q1 2021Q1 20225
BW Gestao de Investimentos Ltda. 310.10%1.40%3.23%Q1 2021Q3 20225
Daniels&Tansey,LLP 550.12%0.19%0.22%Q1 2021Q1 20225
Luken Investment Analytics, LLC 4111.58%14.51%22.89%Q4 2020Q3 20235
Ackerman Capital Advisors, LLC 550.00%0.06%0.13%Q4 2018Q4 20195
ROMANO BROTHERS AND COMPANY 550.12%0.14%0.17%Q3 2022Q3 20235
One Day In July LLC 410.05%0.15%0.22%Q3 2021Q3 20235
Nokota Management, LP 212.61%6.39%9.67%Q2 2018Q3 20195
Windmill Hill Asset Management Ltd 412.39%4.35%7.41%Q3 2020Q4 20215
Cresta Advisors, Ltd. 552.98%4.79%5.62%Q3 2022Q3 20235
Whale Rock Capital Management 320.04%0.15%0.27%Q2 2021Q1 20235
INTERACTIVE FINANCIAL ADVISORS, INC. 550.31%0.80%1.25%Q3 2022Q3 20235
THOMPSON DAVIS & CO., INC. 210.44%0.89%1.56%Q2 2018Q3 20235
Vise Technologies, Inc. 320.05%0.15%0.32%Q4 2021Q3 20235
BARRETT & COMPANY, INC. 550.01%0.02%0.02%Q3 2022Q3 20235
HHM Wealth Advisors, LLC 310.00%0.11%0.20%Q2 2020Q3 20235
Nan Shan Life Insurance Co., Ltd. 410.02%0.20%0.34%Q2 2018Q3 20235
Sicart Associates LLC 550.07%0.08%0.09%Q3 2020Q3 20215
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 552.69%2.84%2.98%Q4 2020Q4 20215
ETRADE Capital Management LLC 410.01%0.03%0.04%Q2 2019Q3 20205
Monaco Asset Management SAM 212.12%4.89%7.73%Q4 2019Q3 20235
CoreCap Advisors, LLC 550.88%1.34%1.80%Q4 2021Q4 20225
INTEGRAL INVESTMENT ADVISORS, INC. 553.68%4.51%6.72%Q3 2022Q3 20235
STATE OF WISCONSIN INVESTMENT BOARD 210.00%0.00%0.02%Q4 2019Q4 20205
FORESTERS ASSET MANAGEMENT INC. 5534.36%37.86%41.91%Q2 2018Q2 20195
Blue Sky Asset Management, LLC 310.53%2.74%5.94%Q3 2018Q2 20205
Guild Investment Management, Inc. 210.86%2.93%6.35%Q2 2018Q4 20205
Beacon Pointe Wealth Advisors, LLC 550.54%0.57%0.65%Q4 2018Q4 20195
Harvey Partners, LLC 211.02%3.79%11.15%Q1 2019Q3 20235
Greenfield Savings Bank 551.14%1.39%1.58%Q4 2022Q4 20235
CMC Financial Group 411.74%8.33%16.04%Q4 2019Q2 20215
UBS OCONNOR LLC 110.00%0.01%0.04%Q3 2019Q2 20225
CHAPIN DAVIS, INC. 440.00%0.35%0.66%Q4 2022Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.46%0.48%0.50%Q1 2020Q1 20215
Hedeker Wealth, LLC 410.08%0.10%0.12%Q2 2020Q4 20215
WILLIAMS JONES & ASSOCIATES LLC 550.68%1.09%1.22%Q2 2018Q2 20195
CHEMICAL BANK 550.41%0.44%0.48%Q2 2018Q2 20195
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 410.10%0.14%0.27%Q2 2021Q3 20235
Enterprise Trust & Investment Co 550.03%0.24%1.08%Q2 2021Q2 20225
HawsGoodwin Investment Management LLC 550.30%0.32%0.35%Q4 2020Q4 20215
CGN Advisors LLC 310.05%0.09%0.14%Q4 2020Q4 20235
Fulcrum Capital LLC 550.12%0.13%0.17%Q1 2021Q1 20225
YorkBridge Wealth Partners, LLC 550.02%0.03%0.04%Q2 2018Q2 20195
HIGHBRIDGE CAPITAL MANAGEMENT LLC 440.06%1.10%2.73%Q2 2018Q1 20195
Curran Financial Partners, LLC 550.11%0.12%0.15%Q3 2022Q3 20235
Global Assets Advisory, LLC 552.45%3.45%6.76%Q2 2022Q2 20235
ISLAY CAPITAL MANAGEMENT, LLC 440.01%0.02%0.06%Q4 2022Q3 20235
STEVENS CAPITAL MANAGEMENT LP 210.53%2.31%4.30%Q3 2021Q2 20235
DUALITY ADVISERS, LP 211.99%4.92%12.51%Q1 2019Q3 20205
Stewardship Financial Advisors, LLC 410.08%0.12%0.14%Q4 2019Q1 20215
Greenwich Wealth Management LLC 411.09%1.32%1.44%Q2 2019Q3 20235
American Financial Network Advisory Services LLC 550.13%0.16%0.20%Q2 2018Q2 20195
WT Asset Management Ltd 315.44%10.77%16.84%Q4 2018Q3 20215
Westpark Management, LLC 442.15%37.19%49.01%Q4 2021Q3 20225
ABSOLUTE CAPITAL MANAGEMENT, LLC 320.78%2.24%4.38%Q4 2021Q3 20235
LOOMIS SAYLES & CO L P 550.02%0.03%0.04%Q2 2018Q2 20195
Monashee Investment Management LLC 442.86%11.96%32.41%Q3 2022Q2 20234
Omnia Family Wealth, LLC 440.00%0.01%0.04%Q2 2018Q1 20194
Mainsail Financial Group, LLC 441.27%1.37%1.54%Q4 2022Q3 20234
Family Asset Management, LLC 440.19%1.12%1.49%Q4 2022Q3 20234
PERISCOPE CAPITAL INC. 440.53%1.30%3.02%Q1 2021Q4 20214
Unified Trust Company, N.A. 440.07%0.08%0.12%Q4 2020Q3 20214
Sage Investment Advisers LLC 441.42%1.60%1.93%Q4 2022Q3 20234
Allegheny Financial Group LTD 310.08%0.09%0.10%Q4 2021Q3 20234
PAYDEN & RYGEL 220.14%0.51%1.46%Q2 2018Q2 20214
3EDGE Asset Management, LP 310.07%6.39%18.76%Q2 2018Q2 20204
AGF MANAGEMENT LTD 440.02%0.03%0.04%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 310.03%0.03%0.04%Q4 2021Q3 20234
Richard W. Paul & Associates, LLC 442.55%3.81%4.50%Q4 2022Q3 20234
Senator Investment Group LP 212.58%6.31%14.41%Q2 2018Q2 20234
Capital Asset Advisory Services LLC 110.11%0.15%0.22%Q4 2019Q4 20224
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 440.02%0.02%0.02%Q4 2022Q3 20234
COWA, LLC 310.28%1.41%2.23%Q4 2020Q3 20234
Family Firm, Inc. 310.06%0.06%0.07%Q4 2021Q3 20234
Paul John Balson 441.88%2.38%3.01%Q1 2020Q4 20204
Starfire Investment Advisers, Inc. 444.69%5.18%6.18%Q2 2019Q1 20204
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.30%0.47%0.94%Q1 2020Q4 20204
KAYS FINANCIAL ADVISORY CORP /ADV 210.00%0.04%0.05%Q4 2019Q3 20204
HF Advisory Group, LLC 441.04%1.14%1.27%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 443.68%4.12%4.44%Q4 2022Q3 20234
Crosspoint Capital Strategies, LLC 110.02%0.55%1.36%Q3 2018Q4 20224
1 NORTH WEALTH SERVICES LLC 222.45%2.75%3.42%Q4 2018Q4 20194
Trinity Financial Advisors LLC 310.13%0.88%2.05%Q3 2021Q3 20234
Asset Planning Services, Ltd. 210.01%0.01%0.01%Q2 2018Q3 20194
JDM Financial Group LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Slate Path Capital LP 220.26%0.58%1.13%Q3 2018Q3 20194
GTS SECURITIES LLC 220.21%2.47%4.23%Q2 2023Q3 20234
Kerrisdale Advisers, LLC 110.24%7.92%24.28%Q1 2019Q3 20204
Crown Wealth Group, LLC 310.27%0.45%0.70%Q4 2021Q3 20234
MAGNOLIA CAPITAL ADVISORS LLC 310.08%0.14%0.23%Q4 2021Q1 20234
Surevest, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
AMERICAN CENTURY COMPANIES INC 210.00%0.00%0.01%Q2 2018Q4 20214
ADE, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
MBM Wealth Consultants, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Arcadia Wealth Management, LLC 440.55%0.60%0.64%Q4 2022Q3 20234
Ensign Peak Advisors, Inc 210.06%0.17%0.35%Q3 2020Q3 20234
WOODWARD DIVERSIFIED CAPITAL, LLC 440.16%0.26%0.40%Q1 2021Q4 20214
Sharper & Granite LLC 440.73%0.93%1.09%Q4 2022Q3 20234
RIA Advisory Group LLC 441.99%3.67%8.50%Q4 2022Q3 20234
Davis Investment Partners, LLC 440.26%0.33%0.37%Q4 2022Q3 20234
Headlands Technologies LLC 440.29%0.89%2.32%Q4 2022Q3 20234
Litman Gregory Wealth Management LLC 440.01%0.01%0.02%Q2 2020Q1 20214
Strid Group, LLC 440.11%0.12%0.14%Q4 2020Q3 20214
Inspire Advisors, LLC 110.01%0.09%0.18%Q4 2020Q1 20234
LVZ, Inc. 440.04%0.05%0.06%Q4 2022Q3 20234
NKCFO LLC 220.08%0.11%0.19%Q3 2020Q4 20214
CLARK FINANCIAL SERVICES GROUP INC /BD 441.50%1.88%2.77%Q1 2021Q4 20214
BREITER CAPITAL MANAGEMENT INC 440.79%0.84%0.90%Q1 2020Q4 20204
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 442.37%2.83%3.17%Q4 2022Q3 20234
Carr Financial Group Corp 441.83%2.12%2.80%Q4 2022Q3 20234
COWEN INC. 210.01%0.03%0.08%Q2 2018Q2 20194
QUATTRO FINANCIAL ADVISORS LLC 212.34%2.43%2.50%Q3 2018Q2 20224
Hoffman, Alan N Investment Management 440.16%0.24%0.31%Q1 2023Q4 20234
Sloy Dahl & Holst, LLC 220.04%0.08%0.14%Q2 2022Q3 20234
Q Global Advisors, LLC 222.71%7.87%16.56%Q4 2020Q4 20214
OVERSEA-CHINESE BANKING Corp Ltd 442.13%2.40%2.63%Q4 2022Q3 20234
Blue Investment Partners LLC 440.54%0.57%0.61%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.31%0.33%0.35%Q4 2022Q3 20234
PHILADELPHIA TRUST CO 440.02%0.03%0.03%Q4 2022Q3 20234
Sumitomo Mitsui Trust Holdings, Inc. 210.00%0.08%0.15%Q3 2020Q3 20234
Kaye Capital Management 445.08%6.95%9.46%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.93%1.28%1.42%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.10%0.11%0.14%Q4 2022Q3 20234
Alpine Global Management, LLC 440.20%2.05%4.50%Q3 2022Q2 20234
Bricktown Capital, LLC 440.07%0.39%1.28%Q4 2022Q3 20234
Triatomic Management LP 1112.38%19.59%24.38%Q4 2021Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.12%0.13%0.15%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.37%0.43%0.48%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.59%1.49%3.30%Q4 2022Q3 20234
Willis Johnson & Associates, Inc. 440.03%0.03%0.03%Q2 2021Q1 20224
INDUS CAPITAL PARTNERS, LLC 210.34%2.30%4.62%Q3 2018Q4 20214
Beaumont Financial Advisors, LLC 440.17%0.18%0.20%Q4 2022Q3 20234
Paracle Advisors, LLC 440.06%0.06%0.07%Q2 2020Q1 20214
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4415.26%16.78%17.66%Q4 2022Q3 20234
ATALANTA SOSNOFF CAPITAL, LLC 440.01%0.06%0.09%Q4 2022Q3 20234
Kades & Cheifetz LLC 440.31%0.47%0.58%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.32%0.43%0.55%Q4 2022Q3 20234
Strategic Wealth Management Group, LLC 440.17%0.19%0.20%Q3 2020Q2 20214
Schear Investment Advisers, LLC 440.39%0.82%1.51%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.83%0.95%1.08%Q4 2022Q3 20234
FIFTH LANE CAPITAL, LP 210.19%1.80%2.72%Q4 2022Q3 20234
Blackhawk Capital Partners LLC. 440.19%0.20%0.22%Q2 2019Q1 20204
PURA VIDA INVESTMENTS, LLC 311.53%7.19%11.72%Q1 2020Q1 20214
INHERENT GROUP, LP 222.92%7.65%18.18%Q2 2022Q2 20234
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VALLEY FINANCIAL MANAGEMENT, INC. 440.20%0.33%0.64%Q3 2022Q2 20234
Callan Family Office, LLC 440.29%0.33%0.36%Q4 2022Q3 20234
FIRST HORIZON CORP 440.19%0.21%0.22%Q3 2020Q2 20214
INVICTUS PRIVATE WEALTH, LLC 4410.98%12.01%12.61%Q4 2022Q3 20234
Deuterium Capital Management, LLC 210.00%2.83%8.40%Q1 2022Q2 20234
Tevis Investment Management 440.13%0.19%0.34%Q4 2021Q3 20224
Ruedi Wealth Management, Inc. 440.14%0.16%0.17%Q4 2022Q3 20234
RETIREMENT CAPITAL STRATEGIES 310.14%0.23%0.48%Q1 2022Q2 20234
Vertex Planning Partners, LLC 440.46%0.54%0.70%Q4 2022Q3 20234
Verus Financial Partners, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
Greytown Advisors Inc. 310.14%0.15%0.16%Q3 2018Q3 20194
Zurcher Kantonalbank (Zurich Cantonalbank) 220.00%0.00%0.00%Q2 2021Q3 20224
Stillwater Capital Advisors, LLC 310.03%0.05%0.06%Q3 2018Q4 20214
FourThought Financial Partners, LLC 440.50%0.51%0.52%Q4 2022Q3 20234
SevenBridge Financial Group, LLC 310.04%0.30%0.98%Q2 2019Q4 20214
CastleKnight Management LP 440.53%5.76%9.40%Q4 2022Q3 20234
Meadow Creek Wealth Advisors LLC 440.27%0.28%0.31%Q4 2021Q3 20224
BASSO CAPITAL MANAGEMENT, L.P. 210.32%0.49%0.76%Q3 2019Q3 20234
PITCAIRN CO 440.02%0.02%0.02%Q1 2021Q4 20214
WESPAC Advisors, LLC 310.40%0.53%0.72%Q2 2018Q3 20234
Live Your Vision, LLC 440.18%0.27%0.45%Q2 2018Q1 20194
Valence8 US LP 444.33%11.63%16.79%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 220.02%0.45%1.52%Q3 2020Q3 20234
Sandell Asset Management Corp. 310.60%1.50%3.17%Q2 2018Q3 20194
BUCKINGHAM STRATEGIC PARTNERS, LLC 310.09%0.18%0.41%Q1 2022Q3 20234
Wells Trecaso Financial Group, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.26%0.40%0.78%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.16%0.20%0.24%Q4 2022Q3 20234
Columbus Hill Capital Management, L.P. 112.47%8.56%21.08%Q2 2018Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.47%1.38%2.29%Q4 2022Q3 20234
Matthew Goff Investment Advisor, LLC 310.05%0.05%0.06%Q4 2021Q3 20234
First Personal Financial Services 440.01%0.01%0.02%Q1 2022Q4 20224
Farther Finance Advisors, LLC 440.07%0.19%0.42%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.72%0.76%0.81%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.58%0.69%0.80%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.65%1.44%3.16%Q4 2022Q3 20234
Twelve Points Wealth Management LLC 440.16%0.40%0.49%Q4 2022Q3 20234
Fortis Group Advisors, LLC 310.23%0.65%1.74%Q3 2020Q3 20234
Lodestone Wealth Management LLC 440.22%0.24%0.25%Q4 2022Q3 20234
AXS Investments LLC 310.10%0.88%2.25%Q1 2021Q2 20224
WEST BANCORPORATION INC 440.02%0.13%0.44%Q4 2021Q3 20224
Sterling Financial Group, Inc. 440.58%0.61%0.63%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.84%0.90%1.00%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Towerpoint Wealth, LLC 220.11%0.14%0.18%Q4 2021Q3 20234
Essex LLC 220.06%0.09%0.19%Q3 2021Q3 20234
Castle Hook Partners LP 318.66%14.82%28.04%Q3 2018Q4 20194
BROGAN FINANCIAL, INC. 440.25%0.29%0.32%Q4 2022Q3 20234
MRA Associates USA LLC 440.02%0.17%0.55%Q4 2018Q3 20194
Paragon Capital Management LLC 210.04%0.05%0.09%Q3 2018Q1 20204
AJ Advisors, LLC 447.46%9.04%10.40%Q4 2022Q3 20234
Mizuho Trust & Banking Co., Ltd. 314.38%19.14%33.42%Q1 2019Q1 20204
Allspring Global Investments Holdings, LLC 310.03%0.04%0.04%Q4 2021Q3 20234
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 440.02%0.02%0.02%Q1 2019Q4 20194
Herold Advisors, Inc. 220.06%0.07%0.08%Q3 2021Q3 20234
Tanager Wealth Management LLP 440.11%0.11%0.12%Q4 2022Q3 20234
Kensington Asset Management, LLC 3123.67%31.90%40.46%Q1 2022Q3 20234
Vienna Asset Management LLC 441.04%4.04%8.36%Q4 2021Q3 20224
CADEN CAPITAL PARTNERS, LP 445.22%7.64%10.54%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 310.01%0.02%0.02%Q3 2022Q3 20234
White Pine Investment CO 440.15%0.76%1.20%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.27%0.68%1.76%Q1 2020Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 441.49%1.77%2.02%Q4 2019Q3 20204
KARLINSKI ANDREW C 441.84%3.32%3.98%Q4 2021Q3 20224
AM INVESTMENT STRATEGIES LLC 440.08%0.11%0.12%Q4 2022Q3 20234
Greenland Capital Management LP 330.06%0.65%1.62%Q1 2023Q3 20234
Catamount Wealth Management 444.19%4.55%5.17%Q2 2018Q1 20194
Selkirk Management LLC 213.76%7.99%10.66%Q1 2020Q3 20234
Fifth Third Wealth Advisors LLC 440.30%0.58%1.16%Q1 2023Q4 20234
ARMOR ADVISORS, L.L.C. 315.47%13.96%17.50%Q3 2020Q4 20214
SWMG, LLC 310.20%0.30%0.38%Q3 2021Q3 20224
CHANNEL WEALTH LLC 440.63%1.38%2.65%Q1 2023Q4 20234
Register Financial Advisors LLC 440.11%0.15%0.19%Q4 2022Q3 20234
Lodbrok Capital LLP 440.58%6.23%11.54%Q1 2022Q4 20224
Watson Rebecca 440.48%1.62%2.57%Q4 2019Q3 20204
FIR TREE CAPITAL MANAGEMENT LP 220.40%1.69%4.15%Q4 2021Q3 20234
Ikarian Capital, LLC 212.15%3.00%5.17%Q1 2020Q3 20234
Whitaker-Myers Wealth Managers, LTD. 441.22%1.43%1.64%Q4 2022Q3 20234
CARLSON CAPITAL L P 440.03%0.08%0.12%Q1 2022Q4 20224
Sunburst Financial Group, LLC 440.22%0.25%0.28%Q4 2019Q3 20204
ERn Financial, LLC 440.07%0.08%0.09%Q3 2022Q2 20234
Trifecta Capital Advisors, LLC 447.93%8.56%9.04%Q4 2022Q3 20234
Maniyar Capital Advisors UK Ltd. 4443.04%81.56%100.00%Q4 2021Q3 20224
NIPPON LIFE INSURANCE CO 445.38%14.58%19.95%Q1 2020Q4 20204
Orgel Wealth Management, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
AVIANCE CAPITAL MANAGEMENT, LLC 440.85%1.07%1.67%Q2 2018Q1 20194
ELLERSON GROUP INC /ADV 442.19%2.54%2.71%Q4 2022Q3 20234
Hyperion Partners, LLC 446.15%7.46%8.32%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.53%0.68%0.82%Q4 2021Q3 20224
Red Cedar Capital, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Copperleaf Capital, LLC 440.58%1.43%1.78%Q4 2022Q3 20234
BCM ADVISORS, LLC 440.12%0.13%0.16%Q3 2022Q2 20234
Endowment Wealth Management, Inc. 310.20%0.21%0.21%Q1 2022Q3 20234
DDFG, Inc 440.14%0.16%0.17%Q4 2022Q3 20234
State of Wyoming 440.00%0.03%0.10%Q3 2021Q2 20224
Granite Harbor Advisors, Inc. 446.31%6.62%6.77%Q4 2022Q3 20234
Atreides Management, LP 216.25%11.00%14.24%Q1 2021Q2 20234
JD Financial Services Inc. 442.78%7.02%8.82%Q1 2021Q4 20214
Harvest Investment Advisors, LLC 4415.46%18.01%19.52%Q4 2022Q3 20234
Gyon Technologies Capital Management, LP 440.09%0.16%0.32%Q4 2020Q3 20214
Leading Edge Financial Planning LLC 440.70%0.82%0.88%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.15%0.19%0.21%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 445.91%7.30%8.05%Q4 2022Q3 20234
Solidarity Wealth, LLC 311.60%2.27%3.00%Q1 2022Q1 20234
Alpha Financial Partners, LLC 443.38%3.64%4.17%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.02%0.04%Q1 2010Q3 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
Logan Stone Capital, LLC 210.40%1.68%2.82%Q4 2021Q2 20234
Noked Israel Ltd 440.63%0.77%0.97%Q3 2022Q2 20234
Strait & Sound Wealth Management LLC 441.61%1.95%2.26%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.22%0.36%0.45%Q4 2022Q3 20234
Signature Wealth Management Partners, LLC 310.17%0.30%0.34%Q4 2021Q3 20234
Kapstone Financial Advisors LLC 440.41%0.71%0.94%Q4 2022Q3 20234
BEACON FINANCIAL PLANNING, INC 4411.25%12.62%13.30%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.05%0.12%0.21%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Massachusetts Wealth Management 440.36%0.76%1.12%Q4 2022Q3 20234
CIC Wealth, LLC 441.52%1.57%1.65%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.76%0.83%0.87%Q4 2022Q3 20234
Park Place Capital Corp 440.04%0.05%0.08%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.22%0.63%1.02%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.27%0.47%1.01%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 441.03%1.11%1.16%Q4 2022Q3 20234
Financial Freedom, LLC 444.57%6.12%6.97%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.33%0.40%0.47%Q4 2022Q3 20234
Telemetry Investments, L.L.C. 110.17%4.29%12.62%Q4 2018Q4 20224
Truxt Investmentos Ltda. 110.05%0.39%0.94%Q3 2021Q3 20234
Northern Financial Advisors Inc 441.30%1.53%1.72%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.46%0.51%0.56%Q4 2022Q3 20234
PayPay Securities Corp 440.30%2.48%3.61%Q4 2022Q3 20234
Integrity Advisory, LLC 440.22%0.50%0.84%Q1 2022Q4 20224
Scott & Selber, Inc. 440.29%0.33%0.34%Q4 2022Q3 20234
Security National Bank 220.05%0.06%0.06%Q4 2021Q3 20234
Owen LaRue, LLC 440.36%3.05%5.92%Q4 2022Q3 20234
PEOPLES BANK /OH 310.12%0.41%0.66%Q3 2018Q3 20234
BERRY GROUP, LLC 440.30%0.31%0.33%Q1 2020Q4 20204
Financial Partners Group, LLC 440.39%0.42%0.46%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 210.07%0.36%1.22%Q2 2021Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Core Wealth Partners LLC 440.49%0.58%0.73%Q4 2022Q3 20234
Nokomis Capital, L.L.C. 211.01%2.67%5.44%Q4 2019Q3 20234
Mill Creek Capital Advisors, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
SP Asset Management LLC 440.12%0.14%0.15%Q4 2022Q3 20234
CONGRESS ASSET MANAGEMENT CO /MA 440.00%0.00%0.00%Q1 2021Q4 20214
KFG WEALTH MANAGEMENT, LLC 440.40%7.78%12.14%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 442.05%2.46%2.72%Q4 2022Q3 20234
Fore Capital, LLC 222.25%11.17%27.15%Q1 2019Q3 20234
LWMG, LLC 440.69%2.35%6.15%Q4 2022Q3 20234
LAM GROUP, INC. 443.62%4.24%4.65%Q4 2022Q3 20234
Renaissance Technologies 210.00%0.00%0.00%Q2 2018Q2 20204
Phoenix Wealth Advisors 440.06%0.06%0.06%Q4 2020Q3 20214
TCP Asset Management, LLC 444.20%4.92%5.80%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.42%0.68%0.94%Q4 2022Q3 20234
Tandem Wealth Advisors LLC 445.28%5.48%5.70%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.12%0.16%0.18%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Jordan Park Group LLC 310.36%1.18%1.58%Q1 2021Q2 20224
CORA CAPITAL ADVISORS LLC 441.35%1.42%1.47%Q4 2022Q3 20234
PPSC Investment Service Corp 4415.66%16.68%18.69%Q4 2022Q3 20234
Family Capital Management, Inc. 444.09%5.95%7.56%Q4 2022Q3 20234
Infini Master Fund 440.03%20.90%36.23%Q2 2021Q1 20224
Breakwater Capital Group 440.26%0.27%0.28%Q4 2022Q3 20234
Heritage Trust Co 440.08%0.09%0.10%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 442.00%2.12%2.23%Q4 2022Q3 20234
Hound Partners 4410.14%13.35%17.75%Q4 2022Q3 20234
LEE DANNER & BASS INC 440.02%0.02%0.02%Q2 2021Q1 20224
Syverson Strege & Co 310.02%0.03%0.04%Q4 2021Q1 20234
Wealth & Pension Services Group, Inc. 310.75%0.81%0.86%Q3 2018Q3 20194
Stone House Investment Management, LLC 310.00%0.01%0.01%Q1 2019Q3 20234
Holowesko Partners Ltd. 313.27%4.64%6.67%Q4 2019Q4 20204
Prosperity Planning, Inc. 440.04%0.07%0.09%Q2 2021Q1 20224
Global Beta Advisors LLC 4411.26%12.53%13.27%Q4 2018Q3 20194
VitalStone Financial, LLC 440.96%4.29%7.98%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.08%0.09%0.11%Q4 2022Q3 20234
Dorsey Wright & Associates 315.43%10.16%13.60%Q4 2019Q4 20204
Asset Allocation Strategies LLC 445.81%7.43%8.52%Q4 2022Q3 20234
Mass Ave Global Inc. 211.91%12.61%32.13%Q1 2022Q4 20223
ONTARIO TEACHERS PENSION PLAN BOARD 330.21%0.82%1.60%Q1 2021Q3 20213
Taconic Capital Advisors LP 110.72%1.16%1.39%Q4 2020Q3 20223
HTG Investment Advisors, Inc. 330.21%0.22%0.23%Q1 2023Q3 20233
Marion Wealth Management 330.08%0.08%0.09%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.29%0.37%0.51%Q4 2021Q2 20223
ATWOOD & PALMER INC 210.00%0.00%0.01%Q1 2020Q2 20223
Heritage Wealth Partners, LLC 210.78%3.96%9.28%Q4 2022Q3 20233
Cassaday & Co Wealth Management LLC 330.50%0.87%1.58%Q4 2022Q2 20233
Kiwi Wealth Investments Limited Partnership 330.01%0.07%0.12%Q2 2021Q4 20213
CONNORS INVESTOR SERVICES INC 330.04%0.04%0.05%Q4 2019Q2 20203
KM Capital Management Ltd. 216.26%7.10%8.28%Q4 2022Q3 20233
GEM Asset Management, LLC 330.30%0.32%0.34%Q1 2023Q3 20233
Vericrest Private Wealth 331.42%1.49%1.55%Q4 2021Q2 20223
Forza Wealth Management, LLC 330.61%0.65%0.67%Q1 2023Q3 20233
Quent Capital, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Y-Intercept (Hong Kong) Ltd 210.07%0.10%0.14%Q2 2021Q2 20223
Fiduciary Trust Co International of Pennsylvania 210.02%0.03%0.04%Q3 2018Q3 20193
Nilsine Partners, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
EVERETT HARRIS & CO /CA/ 210.00%0.00%0.01%Q4 2021Q3 20223
Olistico Wealth, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
SageView Advisory Group, LLC 330.16%0.24%0.38%Q4 2022Q2 20233
Freedom Investment Management, Inc. 330.03%0.04%0.04%Q1 2022Q3 20223
Ratan Capital Management LP 213.47%18.30%30.39%Q1 2022Q4 20223
WBI INVESTMENTS, LLC 330.05%0.08%0.10%Q2 2022Q4 20223
Glacier Peak Capital LLC 330.21%1.33%3.45%Q4 2018Q2 20193
COMERICA SECURITIES INC 330.68%0.78%0.88%Q2 2018Q4 20183
Kraft, Davis & Associates, LLC 210.24%1.28%3.35%Q4 2022Q3 20233
StoneX Group Inc. 331.49%1.64%1.72%Q2 2018Q4 20183
Leo H. Evart, Inc. 330.36%0.39%0.41%Q4 2021Q2 20223
Herr Investment Group LLC 3313.66%19.70%29.38%Q1 2023Q3 20233
Safeguard Financial, LLC 330.25%0.32%0.42%Q1 2023Q3 20233
DHK Financial Advisors, Inc. 330.53%0.89%1.24%Q1 2023Q3 20233
Faithward Advisors, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Tiger Eye Capital LLC 111.31%3.78%5.06%Q1 2020Q1 20223
Bruderman Asset Management, LLC 210.01%0.02%0.02%Q2 2018Q1 20193
Shira Ridge Wealth Management 330.16%0.17%0.17%Q1 2023Q3 20233
PICTET ASSET MANAGEMENT SA 210.00%0.00%0.01%Q3 2021Q2 20233
Strategic Investment Solutions, Inc. /IL 330.03%0.05%0.09%Q1 2023Q3 20233
Eisler Capital (US) LLC 220.36%0.47%0.64%Q2 2023Q3 20233
Engrave Wealth Partners LLC 210.03%1.10%3.24%Q4 2019Q2 20223
Lipe & Dalton 330.04%0.04%0.04%Q2 2020Q4 20203
Rovida Advisors Inc. 331.40%5.70%14.31%Q3 2019Q1 20203
TIEMANN INVESTMENT ADVISORS, LLC 330.23%0.39%0.71%Q4 2021Q2 20223
Momentum Advisors, LLC 330.23%0.31%0.45%Q2 2022Q4 20223
FourWorld Capital Management LLC 330.04%7.99%14.86%Q1 2023Q3 20233
Rinet Co LLC 330.05%0.06%0.06%Q1 2021Q3 20213
EWA, LLC 330.35%0.36%0.36%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.81%0.86%0.90%Q1 2023Q3 20233
David J Yvars Group 331.66%4.75%6.65%Q1 2023Q3 20233
ACUTE INVESTMENT ADVISORY, LLC 330.95%1.80%3.06%Q4 2021Q2 20223
Ethos Financial Group, LLC 330.10%0.10%0.10%Q4 2022Q2 20233
Stokes & Hubbell Capital Management, LLC 210.05%0.05%0.05%Q2 2018Q1 20193
Westshore Wealth, LLC 330.15%0.17%0.18%Q4 2022Q2 20233
Centurion Wealth Management LLC 330.41%0.45%0.49%Q4 2022Q2 20233
Tillar-Wenstrup Advisors, LLC 330.14%0.15%0.16%Q3 2021Q1 20223
CI INVESTMENTS INC. 210.07%0.07%0.08%Q2 2020Q4 20213
Anchorage Capital Group, L.L.C. 111.27%17.52%38.83%Q3 2018Q1 20203
EMJ Capital Ltd. 113.90%12.81%21.54%Q2 2021Q2 20223
Corriente Advisors, LLC 3311.84%45.37%94.74%Q1 2022Q3 20223
SMH CAPITAL ADVISORS INC 330.67%1.06%1.78%Q1 2023Q3 20233
Clearview Wealth Advisors LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Deane Retirement Strategies, Inc. 336.75%6.99%7.32%Q2 2021Q4 20213
CTF Capital Management, LP 3316.35%18.87%22.48%Q1 2022Q3 20223
HNP Capital LLC 330.07%0.19%0.42%Q1 2020Q3 20203
Freestate Advisors LLC 212.39%7.10%11.40%Q2 2019Q1 20213
Nalls Sherbakoff Group, LLC 210.06%0.22%0.53%Q4 2018Q2 20233
MA Private Wealth 210.04%0.06%0.08%Q4 2021Q4 20223
MRA Advisory Group 210.14%0.15%0.16%Q4 2021Q3 20233
WealthTrust-Arizona, LLC 337.24%7.67%7.98%Q2 2018Q4 20183
WealthTrust Axiom LLC 210.07%0.09%0.12%Q2 2018Q3 20233
BEL AIR INVESTMENT ADVISORS LLC 220.06%0.50%0.75%Q1 2021Q2 20213
COLUMBIA ADVISORY PARTNERS LLC 330.29%0.38%0.48%Q2 2022Q4 20223
Michael & Susan Dell Foundation 3314.52%15.15%15.75%Q1 2019Q3 20193
GeoSphere Capital Management, LLC 216.07%8.52%11.97%Q2 2018Q1 20233
HARBERT FUND ADVISORS, INC. 210.48%2.92%7.13%Q4 2020Q2 20223
Gibson Capital, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
CAAS CAPITAL MANAGEMENT LP 220.02%0.16%0.23%Q2 2023Q3 20233
Planning Solutions Group LLC 331.17%1.20%1.21%Q4 2018Q2 20193
McQueen, Ball & Associates Inc. 330.22%0.23%0.23%Q2 2018Q4 20183
WealthTrust Fairport, LLC 210.04%0.23%0.60%Q2 2018Q1 20193
COMPTON CAPITAL MANAGEMENT INC /RI 330.43%0.53%0.58%Q2 2018Q4 20183
Hamilton Point Investment Advisors, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Tarbox Family Office, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Novak Financial Planning, LLC 334.26%4.43%4.69%Q4 2020Q2 20213
ANCHOR CAPITAL ADVISORS LLC 210.01%0.01%0.01%Q4 2021Q2 20233
HL FINANCIAL SERVICES LLC 330.14%0.14%0.14%Q3 2018Q1 20193
Allegiant Private Advisors, LLC 330.12%0.13%0.14%Q4 2020Q2 20213
Leonetti & Associates, LLC 3322.71%24.71%28.07%Q2 2018Q4 20183
STAMINA CAPITAL MANAGEMENT LP 2216.53%19.52%25.49%Q1 2022Q2 20223
CLIENT 1ST ADVISORY GROUP, LLC 330.11%0.25%0.53%Q1 2023Q3 20233
Polar Capital LLP 330.03%0.05%0.08%Q2 2018Q4 20183
EASTERLY INVESTMENT PARTNERS LLC 110.00%0.03%0.06%Q1 2022Q1 20233
MERIDIAN MANAGEMENT CO 330.47%0.48%0.50%Q1 2023Q3 20233
Parkwood LLC 110.00%14.58%33.07%Q3 2020Q3 20233
BECKER CAPITAL MANAGEMENT INC 330.05%0.10%0.20%Q1 2023Q3 20233
PFM Health Sciences, LP 213.59%4.98%6.45%Q2 2018Q3 20203
CQS (US), LLC 330.30%0.32%0.34%Q2 2021Q4 20213
Benchmark Capital Advisors 330.27%0.30%0.33%Q2 2018Q4 20183
Jeereddi Investments, LP 331.16%2.73%4.24%Q2 2022Q4 20223
LONESTAR CAPITAL MANAGEMENT LLC 3322.20%23.62%25.43%Q1 2023Q3 20233
Jenkins Wealth 110.14%3.58%10.14%Q4 2021Q4 20223
ELEMENT POINTE ADVISORS, LLC 110.07%0.20%0.31%Q4 2018Q4 20213
Isomer Partners LP 110.21%3.85%6.76%Q2 2019Q1 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
MILLER GREEN FINANCIAL SERVICES INC /ADV 3342.47%45.26%47.45%Q2 2018Q4 20183
Cynosure Group, LLC 211.24%1.72%1.97%Q1 2020Q3 20233
HERON FINANCIAL GROUP, LLC 210.12%0.14%0.17%Q2 2022Q2 20233
36 SOUTH CAPITAL ADVISORS LLP 334.18%27.77%39.65%Q1 2021Q3 20213
CIDEL ASSET MANAGEMENT INC 210.01%0.01%0.01%Q4 2020Q4 20223
Horiko Capital Management LLC 330.93%1.25%1.60%Q2 2021Q4 20213
HBK Sorce Advisory LLC 330.29%0.31%0.33%Q1 2023Q3 20233
Penserra Capital Management LLC 110.00%0.03%0.06%Q4 2019Q2 20233
Passport Capital, LLC 227.77%29.21%71.96%Q4 2018Q1 20193
Plaisance Capital LLC 211.29%7.78%12.45%Q4 2020Q2 20223
ELLINGTON MANAGEMENT GROUP LLC 330.00%4.08%8.84%Q4 2020Q2 20213
HIGHLAND CAPITAL MANAGEMENT LP 210.44%0.53%0.64%Q3 2018Q2 20193
Quantinno Capital Management LP 330.08%0.26%0.38%Q1 2023Q3 20233
HARBOR ADVISORY CORP /MA/ 330.08%0.11%0.17%Q1 2023Q3 20233
WEST CHESTER CAPITAL ADVISORS, INC 210.67%2.33%4.24%Q4 2020Q2 20233
RWQ Financial Management Services, Inc. 210.37%1.70%4.29%Q4 2022Q3 20233
DWM Financial Group, Inc. 335.06%5.76%6.23%Q2 2020Q4 20203
CSS LLC/IL 110.01%0.10%0.15%Q2 2021Q3 20233
Goodwin Investment Advisory 330.00%0.00%0.01%Q3 2021Q1 20223
Onex Canada Asset Management Inc. 210.01%0.55%0.95%Q1 2021Q4 20213
Coppell Advisory Solutions LLC 210.20%0.83%1.50%Q4 2020Q1 20233
Geier Asset Management, Inc. 339.85%10.19%10.73%Q4 2020Q2 20213
NEXPOINT ASSET MANAGEMENT, L.P. 110.32%0.59%0.91%Q4 2019Q2 20233
CASTLEARK MANAGEMENT LLC 210.38%0.71%0.93%Q4 2018Q2 20223
Heritage Financial Services, LLC 210.04%0.06%0.07%Q2 2022Q3 20233
Sentinus, LLC 330.18%0.34%0.46%Q4 2022Q2 20233
Cowen Investment Management LLC 110.00%0.21%0.55%Q3 2019Q1 20203
Cascadia Advisory Services, LLC 110.30%0.94%1.98%Q4 2019Q2 20213
Foxhaven Asset Management, LP 212.49%6.92%11.48%Q4 2018Q3 20193
Matisse Capital 210.14%1.32%3.67%Q4 2021Q3 20233
Southern Wealth Management, LLP 330.11%0.12%0.13%Q3 2022Q1 20233
MENORA MIVTACHIM HOLDINGS LTD. 330.01%0.01%0.02%Q1 2023Q3 20233
Willis Investment Counsel 330.02%0.02%0.02%Q1 2023Q3 20233
BIP Wealth, LLC 330.03%0.06%0.07%Q1 2023Q3 20233
Sofinnova Investments, Inc. 212.32%3.16%4.82%Q4 2021Q3 20223
PINNBROOK CAPITAL MANAGEMENT LP 213.17%6.14%10.15%Q2 2022Q2 20233
Bridge Creek Capital Management LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Corsair Capital Management 330.50%1.32%1.73%Q1 2020Q3 20203
Jeneq Management LP 216.26%22.29%35.81%Q2 2019Q1 20203
EMG Holdings, L.P. 336.87%21.82%42.42%Q3 2022Q1 20233
Arbor Investment Advisors, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
LITTLE HOUSE CAPITAL LLC 210.13%0.45%0.98%Q4 2021Q3 20233
Lee Capital Holdings LLC 210.30%1.24%2.85%Q4 2020Q2 20223
Evermore Global Advisors, LLC 335.06%9.56%11.86%Q2 2018Q4 20183
Lauer Wealth, LLC 3311.55%12.70%14.70%Q1 2023Q3 20233
CEERA INVESTMENTS, LLC 330.16%0.18%0.19%Q1 2023Q3 20233
O'Neil Global Advisors, Inc. 2114.41%28.03%53.59%Q2 2021Q1 20223
SageGuard Financial Group, LLC 332.28%2.85%3.26%Q4 2020Q2 20213
Hall Private Wealth Advisors 210.21%1.76%2.91%Q4 2020Q3 20233
Black Maple Capital Management LP 110.18%1.36%3.50%Q1 2021Q4 20223
Financial Gravity Asset Management, Inc. 210.00%0.00%0.00%Q3 2022Q2 20233
WHITEBOX ADVISORS LLC 110.86%2.31%3.63%Q2 2021Q2 20223
SoftVest Advisors, LLC 212.98%13.01%24.11%Q4 2021Q3 20233
Yost Capital Management, LP 213.81%4.62%5.96%Q2 2020Q4 20223
Philosophy Capital Management LLC 3312.21%15.58%19.59%Q1 2023Q3 20233
ACT WEALTH MANAGEMENT, LLC 330.14%0.16%0.17%Q4 2021Q2 20223
Y.D. More Investments Ltd 210.62%3.68%9.22%Q4 2022Q3 20233
Strategic Financial Concepts, LLC 331.86%2.32%2.60%Q1 2023Q3 20233
Knollwood Investment Advisory, LLC 110.01%14.51%21.77%Q1 2023Q1 20233
Pinnacle Advisory Group, Inc. 210.02%0.02%0.03%Q3 2018Q1 20213
Gilbert & Cook, Inc. 210.04%0.04%0.04%Q2 2022Q2 20233
SWM Advisors 210.18%0.20%0.22%Q4 2021Q3 20223
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 330.34%0.35%0.36%Q2 2021Q4 20213
Marble Harbor Investment Counsel, LLC 210.08%0.09%0.11%Q4 2022Q3 20233
Scarborough Advisors, LLC 210.07%0.15%0.27%Q4 2021Q3 20233
Lifeworks Advisors, LLC 330.35%0.38%0.43%Q1 2023Q3 20233
Union Investments & Development Ltd. 330.23%0.24%0.25%Q1 2023Q3 20233
Shaker Financial Services, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.23%0.89%1.95%Q1 2023Q3 20233
DUBUQUE BANK & TRUST CO 330.00%0.00%0.00%Q3 2018Q1 20193
Polus Capital Management Ltd 333.90%5.26%7.93%Q1 2023Q3 20233
Gilfoyle Management LLC 337.45%22.02%33.33%Q1 2023Q3 20233
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 330.02%0.02%0.02%Q2 2020Q4 20203
Solano Wealth Management, Inc. 339.90%15.02%18.14%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.92%0.98%1.07%Q1 2023Q3 20233
Quintet Private Bank (Europe) S.A. 210.42%0.43%0.46%Q2 2022Q2 20233
Root Financial Partners, LLC 330.81%1.08%1.33%Q1 2023Q3 20233
SENTINEL PENSION ADVISORS INC 210.07%0.08%0.09%Q4 2021Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 330.33%0.34%0.36%Q1 2023Q3 20233
READYSTATE ASSET MANAGEMENT LP 330.60%1.30%2.36%Q1 2023Q3 20233
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 330.01%0.02%0.03%Q3 2022Q1 20233
O'Connor Financial Group LLC 331.98%2.04%2.09%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
PFG Investments, LLC 331.02%1.05%1.07%Q1 2023Q3 20233
CAPITAL WEALTH MANAGEMENT, LLC 330.26%0.26%0.26%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.09%0.10%0.11%Q1 2023Q3 20233
Nuveen Asset Management, LLC 210.00%0.00%0.00%Q3 2021Q1 20233
Imprint Wealth LLC 330.30%0.39%0.50%Q1 2023Q3 20233
Eaton Financial Holdings Company, LLC 210.24%0.53%1.12%Q4 2022Q3 20233
Ruggaard & Associates LLC 330.36%0.39%0.40%Q1 2023Q3 20233
Werba Rubin Papier Wealth Management 210.12%0.14%0.15%Q4 2022Q3 20233
Gallagher Fiduciary Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
HealthCor Management, L.P. 211.02%1.28%1.69%Q2 2018Q1 20213
Zweig-DiMenna Associates LLC 211.00%2.99%6.88%Q4 2018Q1 20203
Sage Advisory Services, Ltd.Co. 330.35%0.38%0.40%Q4 2019Q2 20203
Live Oak Investment Partners 330.00%0.01%0.03%Q4 2022Q2 20233
Midwest Financial Group LLC 333.50%3.55%3.64%Q1 2023Q3 20233
Cornerstone Planning Group LLC 219.50%13.16%15.61%Q4 2022Q3 20233
Tower View Wealth Management LLC 330.79%0.80%0.82%Q3 2021Q1 20223
MKP Capital Management, L.L.C. 110.88%2.20%4.07%Q3 2018Q4 20213
Tarsadia Capital, LLC 335.81%10.64%13.14%Q2 2020Q4 20203
BELLEVUE ASSET MANAGEMENT, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Broad Peak Investment Holdings Ltd. 210.62%0.76%0.90%Q2 2018Q1 20193
Bull Oak Capital, LLC 217.14%7.64%8.34%Q4 2021Q4 20223
INSIGHT 2811, INC. 330.16%0.34%0.47%Q2 2022Q4 20223
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 210.06%0.08%0.10%Q1 2022Q4 20223
Minot Wealth Management LLC 330.05%0.06%0.07%Q3 2021Q1 20223
KCL Capital, L.P. 2110.27%26.69%40.44%Q3 2019Q2 20203
Cito Capital Group, LLC 330.13%0.14%0.14%Q1 2023Q3 20233
Compass Wealth Management LLC 210.06%0.07%0.08%Q4 2022Q3 20233
MOULTON WEALTH MANAGEMENT, INC 110.17%3.37%7.58%Q4 2019Q3 20213
Pinnacle Private Wealth, LLC 331.08%1.17%1.23%Q4 2021Q2 20223
Sturgeon Ventures LLP 333.34%3.62%3.80%Q1 2023Q3 20233
Wright Fund Management, LLC 330.69%1.08%1.63%Q1 2023Q3 20233
ARDSLEY ADVISORY PARTNERS LP 111.70%2.97%3.76%Q3 2018Q2 20223
Destiny Capital Corp/CO 332.19%2.59%3.11%Q4 2022Q2 20233
Optiver US LLC 110.02%0.07%0.11%Q3 2018Q1 20203
Hendershot Investments Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
Wealth Advisors of Tampa Bay, LLC 330.06%0.06%0.07%Q4 2021Q2 20223
400 Capital Management LLC 2128.27%73.23%95.77%Q1 2022Q3 20233
MRP Capital Investments, LLC 330.00%0.06%0.16%Q4 2022Q2 20233
Marmo Financial Group, LLC 339.89%9.92%9.94%Q1 2023Q3 20233
Melqart Asset Management (UK) Ltd 112.16%10.09%14.10%Q1 2021Q2 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.01%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 331.02%2.13%2.94%Q4 2021Q2 20223
NTB Financial Corp 330.22%0.24%0.26%Q4 2021Q2 20223
qPULA Trading Management LP 211.21%1.80%2.34%Q4 2020Q3 20223
Glass Jacobson Investment Advisors llc 210.03%0.08%0.11%Q4 2022Q3 20233
Watermark Asset Management, Inc. 330.34%0.35%0.36%Q2 2018Q4 20183
Dorsal Capital Management, LP 212.57%5.51%10.28%Q3 2019Q3 20233
Frontier Wealth Management LLC 110.04%0.18%0.45%Q1 2019Q2 20223
NICOLET ADVISORY SERVICES, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Rockwood Wealth Management, LLC 110.04%0.08%0.12%Q1 2022Q1 20232
Blueprint Investment Partners LLC 110.34%0.62%0.89%Q1 2022Q1 20232
SIX COLUMNS CAPITAL, LP 223.41%7.04%10.67%Q4 2020Q1 20212
Strategic Value Partners, LLC 228.65%16.36%24.08%Q3 2021Q4 20212
Strategic Point Investment Advisors, LLC 110.04%0.05%0.05%Q1 2022Q2 20232
Wealth Enhancement & Preservation of GA, LLC 110.19%1.71%3.22%Q4 2019Q3 20212
Monarch Alternative Capital LP 1114.78%20.91%27.04%Q1 2021Q4 20212
Quantitative Advantage, LLC 220.72%0.75%0.77%Q2 2018Q3 20182
KELLY LAWRENCE W & ASSOCIATES INC/CA 220.09%0.09%0.09%Q2 2022Q3 20222
Citizens National Bank Trust Department 220.01%0.01%0.01%Q2 2023Q3 20232
CIBC BANK USA 220.05%0.05%0.05%Q3 2019Q4 20192
PERRITT CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2022Q1 20232
JET CAPITAL INVESTORS L P 112.75%4.74%6.72%Q1 2021Q3 20212
First Pacific Financial 220.05%0.05%0.05%Q2 2023Q3 20232
Otter Creek Advisors, LLC 119.61%12.86%16.10%Q1 2023Q3 20232
Wolf Hill Capital Management, LP 110.86%6.77%12.68%Q3 2021Q2 20232
Davis Capital Management 220.07%0.08%0.08%Q1 2020Q2 20202
ORSER CAPITAL MANAGEMENT, LLC 110.22%0.53%0.85%Q4 2020Q2 20212
CUMBERLAND ADVISORS INC 221.21%1.31%1.40%Q2 2018Q3 20182
Bath Savings Trust Co 220.03%0.03%0.03%Q2 2023Q3 20232
Park West Asset Management LLC 229.18%10.75%12.32%Q3 2021Q4 20212
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 224.16%8.95%13.75%Q2 2023Q3 20232
STEADFAST CAPITAL MANAGEMENT LP 220.72%1.19%1.66%Q2 2022Q3 20222
TRAN CAPITAL MANAGEMENT, L.P. 110.04%0.05%0.05%Q4 2018Q4 20192
Capital CS Group, LLC 220.21%0.23%0.24%Q2 2023Q3 20232
Core Alternative Capital 220.04%0.04%0.05%Q3 2021Q4 20212
CPR Investments Inc. 220.94%0.96%0.99%Q2 2023Q3 20232
Legacy Trust 220.11%0.11%0.11%Q2 2023Q3 20232
Boundary Creek Advisors LP 1110.36%14.04%17.73%Q1 2021Q1 20222
RAYNOR GEOFFREY 2219.45%19.99%20.54%Q3 2020Q4 20202
Audent Global Asset Management, LLC 226.48%7.69%8.90%Q2 2023Q3 20232
Ardmore Road Asset Management LP 111.98%5.52%9.07%Q2 2022Q2 20232
swisspartners Ltd. 110.21%0.28%0.35%Q4 2020Q3 20222
Hemington Wealth Management 110.22%0.22%0.22%Q4 2020Q4 20212
Centennial Wealth Advisory LLC 220.60%1.50%2.40%Q4 2020Q1 20212
DRIEHAUS CAPITAL MANAGEMENT LLC 110.00%0.00%0.01%Q2 2019Q3 20202
Boston Common Asset Management, LLC 220.07%0.07%0.08%Q2 2018Q3 20182
Hel Ved Capital Management Ltd 220.56%3.26%5.96%Q2 2023Q3 20232
Phoenix Investment Adviser LLC 220.63%3.32%6.01%Q1 2019Q2 20192
MACQUARIE GROUP LTD 220.00%0.00%0.01%Q1 2022Q2 20222
Sonora Investment Management, LLC 220.04%0.05%0.06%Q2 2021Q3 20212
E Fund Management Co., Ltd. 110.02%0.14%0.26%Q4 2021Q2 20232
Sound View Wealth Advisors, LLC 220.08%0.12%0.16%Q4 2018Q1 20192
JFG Wealth Management, LLC 220.79%0.81%0.82%Q2 2023Q3 20232
MOODY LYNN & LIEBERSON, LLC 220.10%0.10%0.11%Q1 2023Q2 20232
Strategic Equity Management 223.38%5.32%7.26%Q4 2021Q1 20222
ARS Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2020Q2 20212
Precision Wealth Strategies, LLC 221.78%2.26%2.75%Q4 2020Q1 20212
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q2 2022Q3 20222
Eagle Ridge Investment Management 220.03%0.03%0.03%Q2 2023Q3 20232
CM WEALTH ADVISORS LLC 220.08%0.12%0.16%Q1 2023Q2 20232
Muzinich & Co., Inc. 110.03%3.24%6.44%Q1 2019Q4 20202
Maltin Wealth Management, Inc. 110.13%0.16%0.19%Q4 2021Q2 20222
SPRING CREEK CAPITAL LLC 220.12%5.05%9.98%Q2 2018Q3 20182
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q2 2018Q4 20192
FIRETHORN WEALTH PARTNERS, LLC 110.38%0.40%0.41%Q4 2020Q4 20212
Thrive Capital Management, LLC 220.18%0.19%0.21%Q2 2023Q3 20232
Interchange Capital Partners, LLC 110.04%0.13%0.23%Q4 2020Q4 20212
COWBIRD CAPITAL LP 2228.26%29.05%29.84%Q3 2019Q4 20192
Alera Investment Advisors, LLC 220.01%0.03%0.04%Q4 2018Q1 20192
Kavar Capital Partners, LLC 110.03%0.03%0.03%Q2 2018Q2 20192
CUE ADVISORY SERVICES, INC. 222.18%2.30%2.42%Q2 2018Q3 20182
Asset Advisors Investment Management, LLC 110.02%0.02%0.02%Q2 2020Q4 20212
Artisan Partners Limited Partnership 220.02%0.04%0.05%Q2 2018Q3 20182
Bridge Advisory, LLC 220.10%0.12%0.15%Q2 2023Q3 20232
Nantahala Capital Management 113.85%4.72%5.60%Q3 2019Q1 20212
Elwood & Goetz Wealth Advisory Group, LLC 110.05%0.06%0.08%Q1 2022Q2 20232
Farmers National Bank 220.01%0.01%0.02%Q1 2019Q2 20192
Valley Brook Capital Group, Inc. 220.02%0.03%0.05%Q4 2020Q1 20212
EXCALIBUR MANAGEMENT CORP 110.23%0.25%0.27%Q2 2018Q3 20232
Discovery Value Fund 2213.40%13.72%14.04%Q2 2023Q3 20232
DARK FOREST CAPITAL MANAGEMENT LP 220.01%0.01%0.01%Q4 2022Q1 20232
Naviter Wealth, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Hidden Lake Asset Management LP 1122.12%25.24%28.36%Q4 2020Q3 20212
Granby Capital Management, LLC 110.04%10.15%20.27%Q1 2021Q1 20232
Sunesis Advisors, LLC 110.42%0.44%0.46%Q1 2023Q3 20232
York Capital Management Global Advisors, LLC 110.84%1.66%2.49%Q2 2018Q3 20202
MONUMENTAL FINANCIAL GROUP INC. 110.84%1.54%2.25%Q2 2022Q2 20232
P&S Credit Management, L.P. 111.73%2.51%3.28%Q3 2023Q3 20232
Regency Capital Management Inc.\DE 110.00%0.01%0.02%Q4 2021Q2 20222
Metavasi Capital LP 116.39%7.13%7.87%Q2 2022Q3 20232
First National Bank of South Miami 220.01%0.02%0.03%Q1 2020Q2 20202
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
JHL Capital Group LLC 227.19%12.80%18.40%Q2 2018Q3 20182
Signature Wealth Management Group 220.06%0.06%0.06%Q2 2018Q3 20182
Wealth Alliance Advisory Group, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
J Arnold Wealth Management Co 110.64%0.81%0.98%Q1 2023Q3 20232
STERLING INVESTMENT MANAGEMENT, LLC 221.03%1.19%1.35%Q2 2018Q3 20182
SG Capital Management LLC 112.26%2.57%2.87%Q2 2020Q3 20212
Saba Capital Management, L.P. 221.81%2.87%3.94%Q3 2021Q4 20212
Gotham Asset Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 222.28%2.39%2.50%Q4 2021Q1 20222
Altman Advisors, Inc. 220.24%0.24%0.24%Q3 2018Q4 20182
Roberts Capital Advisors, LLC 220.75%0.80%0.86%Q4 2021Q1 20222
Strong Tower Advisory Services 220.13%0.13%0.13%Q3 2021Q4 20212
Route One Investment Company, L.P. 226.77%6.81%6.85%Q2 2023Q3 20232
Financial Planners of Cleveland, Inc. 220.16%0.31%0.46%Q4 2021Q1 20222
Game Creek Capital, LP 111.57%1.89%2.22%Q3 2020Q3 20232
Endurant Capital Management LP 111.18%1.24%1.31%Q1 2019Q2 20222
Burns Matteson Capital Management, LLC 220.16%0.19%0.23%Q1 2023Q2 20232
REUTER JAMES WEALTH MANAGEMENT, LLC 220.14%3.01%5.87%Q4 2021Q1 20222
Helen Stephens Group, LLC 220.17%0.19%0.21%Q4 2022Q1 20232
Rinkey Investments 110.08%0.12%0.15%Q4 2021Q1 20232
THEORY FINANCIAL LLC 220.16%0.17%0.17%Q4 2021Q1 20222
MSD Partners, L.P. 118.34%11.17%14.00%Q3 2018Q1 20192
Ballast, Inc. 220.09%0.09%0.09%Q2 2021Q3 20212
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.02%0.04%Q3 2020Q1 20212
SWISS RE LTD 2215.48%18.74%21.99%Q4 2018Q1 20192
VIRIDIAN RIA, LLC 226.31%6.53%6.76%Q4 2019Q1 20202
WEALTHFRONT Corp 220.01%0.01%0.01%Q2 2018Q3 20182
Lyons Wealth Management, LLC. 110.15%0.16%0.17%Q2 2018Q2 20182
Kolinsky Wealth Management, LLC 220.24%0.24%0.24%Q4 2021Q1 20222
Wick Capital Partners, LLC 220.15%0.18%0.20%Q1 2023Q2 20232
Evergreen Wealth Solutions, LLC 220.33%0.33%0.34%Q4 2021Q1 20222
Consilium Wealth Advisory, LLC 220.18%0.19%0.20%Q2 2023Q3 20232
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Port Capital LLC 220.03%0.05%0.08%Q4 2020Q1 20212
Shearwater Capital LLC 220.18%0.19%0.19%Q4 2021Q1 20222
Skandinaviska Enskilda Banken AB (publ) 220.00%0.01%0.02%Q3 2022Q4 20222
Wealth Management Solutions, LLC 220.19%0.22%0.26%Q1 2022Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.19%0.20%0.21%Q4 2021Q1 20222
Parametrica Management Ltd 223.99%4.53%5.06%Q1 2020Q2 20202
Dynamic Technology Lab Private Ltd 110.03%0.03%0.04%Q4 2021Q2 20222
TLP GROUP LLC 220.28%0.57%0.85%Q2 2018Q3 20182
Dynasty Wealth Management, LLC 220.31%0.39%0.46%Q2 2018Q3 20182
Hudson Capital Management LLC 110.17%0.17%0.17%Q2 2020Q1 20212
Spectrum Planning & Advisory Services Inc. 110.20%0.22%0.23%Q2 2021Q4 20212
One Wealth Advisors, LLC 110.01%0.02%0.02%Q2 2018Q4 20222
Ovata Capital Management Ltd 110.01%0.26%0.51%Q3 2020Q4 20212
SCGE MANAGEMENT, L.P. 221.40%1.71%2.01%Q1 2022Q2 20222
Diametric Capital, LP 220.98%1.28%1.58%Q2 2019Q3 20192
Spearhead Capital Advisors, LLC 220.09%0.86%1.64%Q1 2022Q2 20222
AMS Capital Ltda 115.58%7.71%9.84%Q3 2020Q1 20232
Cardinal Point Wealth Management Partners, LLC 221.10%1.14%1.19%Q2 2022Q3 20222
Lloyd Park, LLC 220.31%0.35%0.40%Q2 2022Q3 20222
Prudence Investment Management (Hong Kong) Ltd. 220.07%0.08%0.09%Q2 2022Q3 20222
Avoro Capital Advisors LLC 110.01%0.01%0.02%Q3 2018Q3 20232
BBT Capital Management, LLC 224.78%5.34%5.91%Q2 2018Q3 20182
Geneva Partners, LLC 110.11%0.15%0.19%Q4 2020Q3 20232
Amia Capital LLP 110.38%0.40%0.41%Q2 2020Q2 20212
Vestpro Financial Partners, Inc. dba CPF Texas 220.03%0.03%0.03%Q2 2018Q3 20182
Red Tortoise LLC 220.01%0.01%0.01%Q2 2023Q3 20232
New Harbor Financial Group, LLC 110.02%0.03%0.05%Q3 2023Q3 20232
PARAGON FINANCIAL PARTNERS, INC. 220.20%0.26%0.33%Q4 2021Q1 20222
Life Planning Partners, Inc 220.28%0.28%0.28%Q2 2022Q3 20222
ALETHEA CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q4 2021Q4 20212
Mid-American Wealth Advisory Group, Inc. 110.28%0.87%1.46%Q4 2021Q2 20232
Tamar Securities, LLC 110.07%0.08%0.08%Q4 2022Q3 20232
Shamrock Asset Management LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Azora Capital LP 110.50%2.53%4.55%Q3 2022Q3 20232
VOLORIDGE INVESTMENT MANAGEMENT, LLC 111.93%2.37%2.82%Q4 2018Q1 20202
Syntal Capital Partners, LLC 220.19%0.19%0.20%Q2 2018Q3 20182
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 220.03%0.11%0.19%Q2 2023Q3 20232
LANSDOWNE PARTNERS (UK) LLP 220.01%0.39%0.78%Q2 2019Q3 20192
Regent Investment Management LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Lomas Capital Management, LLC 112.40%2.45%2.50%Q1 2019Q3 20192
Brown Shipley& Co Ltd 220.24%0.29%0.33%Q1 2023Q2 20232
Pachira Investments Inc. 223.41%3.61%3.82%Q2 2023Q3 20232
Mariner Wealth Advisors-Cincinnati, LLC 220.05%0.07%0.08%Q2 2018Q3 20182
True Capital Management 224.85%5.02%5.19%Q4 2022Q1 20232
MANOR ROAD CAPITAL PARTNERS, LLC 118.70%10.24%11.77%Q2 2019Q1 20202
Cannell & Co. 110.01%0.01%0.01%Q3 2021Q1 20222
Greenspring Advisors, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
LIGHT STREET CAPITAL MANAGEMENT, LLC 2213.11%14.28%15.46%Q2 2020Q3 20202
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Lanham O'Dell & Company, Inc. 220.59%0.76%0.92%Q4 2021Q1 20222
Alpha Square Group S LLC 220.29%0.42%0.54%Q2 2023Q3 20232
CTC Alternative Strategies, Ltd. 220.45%0.56%0.68%Q2 2023Q3 20232
Ursa Fund Management, LLC 110.20%14.51%28.83%Q3 2020Q3 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
SUTTON PLACE INVESTORS LLC 221.52%1.55%1.59%Q1 2022Q2 20222
O'Brien Wealth Partners LLC 220.09%0.10%0.10%Q2 2022Q3 20222
Nishkama Capital, LLC 221.10%2.23%3.36%Q1 2023Q2 20232
Highland Financial Advisors, LLC 220.23%0.25%0.26%Q2 2022Q3 20222
Coppell Advisory Solutions Corp. 220.80%1.15%1.50%Q4 2022Q1 20232
Sante Capital Fund, LP 222.95%24.20%45.45%Q2 2021Q3 20212
GFI Investment Counsel Ltd. 110.16%0.27%0.38%Q2 2022Q4 20222
Del-Sette Capital Management, LLC 221.84%2.17%2.51%Q2 2022Q3 20222
Dunhill Financial, LLC 220.24%0.25%0.26%Q2 2023Q3 20232
WPWealth LLP 220.17%0.18%0.19%Q2 2023Q3 20232
Axim Planning & Wealth 220.00%0.02%0.05%Q2 2022Q3 20222
RBO & CO LLC 220.05%0.05%0.05%Q2 2018Q3 20182
JANA PARTNERS LLC 220.28%0.99%1.70%Q2 2018Q3 20182
RFP Financial Group LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Strategic Wealth Partners Group, LLC 220.40%0.49%0.58%Q4 2019Q1 20202
US FINANCIAL ADVISORS, LLC 220.08%0.16%0.25%Q4 2020Q1 20212
GUIDANCE CAPITAL, INC 220.38%0.39%0.40%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 220.24%0.24%0.24%Q2 2023Q3 20232
Crescent Sterling, Ltd. 220.20%0.21%0.22%Q2 2023Q3 20232
Bain Capital Public Equity, LP 221.61%2.05%2.49%Q1 2023Q2 20232
Nordwand Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Brainard Capital Management LLC 220.53%0.55%0.58%Q4 2022Q1 20232
Seed Wealth Management, Inc. 220.24%0.24%0.24%Q2 2023Q3 20232
Rooted Wealth Advisors, Inc. 110.14%0.15%0.16%Q1 2023Q3 20232
WATERSHED PRIVATE WEALTH LLC 221.68%1.71%1.74%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.35%0.35%0.35%Q4 2022Q1 20232
LEGACY FINANCIAL GROUP, INC. 220.12%0.13%0.13%Q2 2023Q3 20232
Sonoma Private Wealth LLC 110.73%0.86%0.98%Q4 2022Q3 20232
Columbia Asset Management 220.05%0.05%0.05%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 111.41%1.58%1.75%Q4 2022Q3 20232
Sparta 24 Ltd. 227.30%10.70%14.10%Q2 2023Q3 20232
Capital One Investing, Inc. 220.05%0.06%0.06%Q2 2019Q3 20192
25 LLC 220.04%0.04%0.04%Q1 2023Q2 20232
iA Global Asset Management Inc. 221.10%1.89%2.69%Q2 2023Q3 20232
Ergawealth Advisors, Inc. 220.22%0.28%0.35%Q2 2023Q3 20232
Vawter Financial, Ltd. 220.21%0.22%0.22%Q1 2023Q2 20232
FOUNDERS CAPITAL MANAGEMENT, LLC 221.10%1.11%1.11%Q2 2023Q3 20232
PCA Investment Advisory Services Inc. 220.14%0.15%0.16%Q2 2023Q3 20232
Legacy Capital Group California, Inc. 220.12%0.12%0.12%Q2 2023Q3 20232
FISCHER INVESTMENT STRATEGIES, LLC 224.82%4.91%4.99%Q2 2023Q3 20232
ABLE Financial Group, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
Electron Capital Partners, LLC 110.74%1.18%1.64%Q1 2023Q3 20232
Trivant Custom Portfolio Group, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.86%0.89%0.92%Q2 2023Q3 20232
Nemes Rush Group LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ELEVATUS WELATH MANAGEMENT 220.23%0.43%0.63%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.98%1.67%2.36%Q2 2023Q3 20232
Slagle Financial, LLC 220.76%0.79%0.82%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
UNION SAVINGS BANK 220.22%0.23%0.24%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.29%0.30%0.30%Q2 2023Q3 20232
Arcataur Capital Management LLC 222.54%2.56%2.58%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.40%0.83%1.27%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.46%0.49%0.52%Q2 2023Q3 20232
SYKON CAPITAL LLC 223.90%4.12%4.35%Q2 2023Q3 20232
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Probity Advisors, Inc. 110.08%0.08%0.09%Q3 2021Q2 20232
Peoples Bank/KS 222.86%3.28%3.71%Q3 2023Q4 20232
Deep Field Asset Management LLC 116.99%8.07%9.15%Q4 2019Q3 20202
LOWE BROCKENBROUGH & CO INC 220.03%0.03%0.04%Q2 2018Q3 20182
EQUITEC PROPRIETARY MARKETS, LLC 110.39%0.45%0.52%Q4 2021Q4 20222
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.17%0.17%0.17%Q3 2022Q2 20232
HANSEATIC MANAGEMENT SERVICES INC 110.01%0.17%0.32%Q1 2020Q4 20202
KHP Capital, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 111.30%1.54%1.78%Q4 2022Q3 20232
EMINENCE CAPITAL, LP 115.47%16.21%26.96%Q4 2020Q2 20232
ROOSEVELT INVESTMENT GROUP LLC 220.02%0.02%0.02%Q2 2022Q3 20222
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 221.42%1.43%1.44%Q2 2018Q3 20182
STRALEM & CO INC 220.16%0.17%0.18%Q1 2020Q2 20202
Chicago Wealth Management, Inc. 223.60%3.66%3.72%Q2 2023Q3 20232
KIRR MARBACH & CO LLC /IN/ 220.08%0.08%0.08%Q2 2023Q3 20232
First Bancorp, Inc /ME/ 220.23%0.23%0.24%Q2 2023Q3 20232
BREMER TRUST NATIONAL ASSOCIATION 220.07%0.25%0.43%Q3 2018Q4 20182
Calixto Global Investors, LP 220.02%1.37%2.72%Q2 2018Q3 20182
VERNIER CAPITAL PARTNERS, LP 115.73%7.14%8.54%Q2 2018Q2 20192
ARISTEIA CAPITAL, L.L.C. 110.87%0.87%0.87%Q2 2019Q2 20192
BIRINYI ASSOCIATES INC 110.17%0.25%0.33%Q2 2022Q4 20222
HIGHFIELDS CAPITAL MANAGEMENT LP 226.72%9.39%12.06%Q4 2018Q1 20192
Oak Grove Capital LLC 110.11%0.24%0.37%Q1 2022Q3 20232
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ZWJ INVESTMENT COUNSEL INC 220.04%0.06%0.07%Q4 2019Q1 20202
Opera Trading Capital 220.02%0.32%0.63%Q2 2018Q3 20182
BBVA USA 220.20%0.21%0.22%Q2 2021Q3 20212
Oribel Capital Management, LP 110.03%5.18%10.32%Q2 2018Q3 20232
First Fiduciary Investment Counsel, Inc. 220.07%0.08%0.08%Q1 2021Q2 20212
&PARTNERS 220.13%0.13%0.13%Q2 2023Q3 20232
MARVIN & PALMER ASSOCIATES INC 112.68%3.57%4.47%Q3 2018Q3 20222
GENDELL JEFFREY L 110.54%1.96%3.38%Q3 2021Q1 20222
CIBC WORLD MARKETS CORP 110.01%0.14%0.27%Q3 2022Q3 20232
Par Capital Management 220.16%0.16%0.16%Q3 2022Q4 20222
Abacus Planning Group, Inc. 220.09%0.09%0.09%Q2 2023Q3 20232
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.16%0.29%Q4 2021Q3 20232
P SCHOENFELD ASSET MANAGEMENT LP 110.83%1.81%2.79%Q3 2018Q2 20222
CHILTON INVESTMENT CO INC. 220.09%0.09%0.09%Q3 2021Q4 20212
Argent Wealth Management LLC 220.04%0.06%0.08%Q1 2020Q2 20202
Violich Capital Management, Inc. 220.16%0.16%0.16%Q2 2023Q3 20232
Ferox Capital Management LP 111.99%2.86%3.74%Q1 2019Q3 20192
COHEN LAWRENCE B 110.71%0.75%0.79%Q4 2021Q4 20222
Connacht Asset Management LP 2211.90%12.62%13.35%Q1 2023Q2 20232
FRONTIER INVESTMENT MGMT CO 220.09%0.19%0.28%Q1 2020Q2 20202
Birch Capital Management, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
VANGUARD GROUP INC 220.00%0.00%0.00%Q1 2023Q2 20232
Avalon Global Asset Management LLC 1121.31%39.41%57.52%Q4 2019Q2 20222
MAVERICK CAPITAL LTD 222.65%2.95%3.25%Q3 2021Q4 20212
1776 Wealth LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Avalon Trust Co 220.00%0.01%0.01%Q2 2023Q3 20232
Americana Partners, LLC 110.18%0.21%0.25%Q4 2019Q3 20232
Hills Bank & Trust Co 110.01%0.01%0.02%Q2 2022Q3 20232
Mountain Lake Investment Management LLC 2210.06%14.84%19.62%Q2 2023Q3 20232
Douglass Winthrop Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
HC Advisors, LLC 220.67%1.21%1.74%Q1 2020Q2 20202
Aevitas Wealth Management, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Parker Financial LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Candriam S.C.A. 110.01%0.01%0.01%Q4 2021Q4 20211
Quinn Opportunity Partners LLC 117.04%7.04%7.04%Q1 2022Q1 20221
JBJ Investment Partners, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
BOS Asset Management, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Vestcor Inc 111.17%1.17%1.17%Q1 2023Q1 20231
Commonwealth Financial Services, LLC 112.69%2.69%2.69%Q3 2023Q3 20231
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110.79%0.79%0.79%Q4 2020Q4 20201
Fithian, LLC 110.43%0.43%0.43%Q1 2023Q1 20231
Potrero Capital Research LLC 1147.64%47.64%47.64%Q4 2020Q4 20201
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Phraction Management LLC 110.17%0.17%0.17%Q4 2021Q4 20211
AAF Wealth Management, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Ceros Financial Services Inc. 110.11%0.11%0.11%Q1 2019Q1 20191
Francis Financial, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
UDINE WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2022Q3 20221
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Rezny Wealth Management, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Steward Financial Group LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Huber Financial Advisors, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Stordahl Capital Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Ground Swell Capital, LLC 1110.26%10.26%10.26%Q2 2023Q2 20231
Parkman Healthcare Partners LLC 113.70%3.70%3.70%Q1 2021Q1 20211
Grey Street Capital, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Ibex Investors LLC 110.54%0.54%0.54%Q4 2020Q4 20201
Legacy CG, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Alua Capital Management LP 118.48%8.48%8.48%Q3 2023Q3 20231
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Gallagher Benefit Services, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Adams Wealth Management 112.78%2.78%2.78%Q4 2019Q4 20191
JUPITER ASSET MANAGEMENT LTD 110.95%0.95%0.95%Q1 2020Q1 20201
Tibra Equities Europe Ltd 112.36%2.36%2.36%Q4 2020Q4 20201
Strategic Family Wealth Counselors, L.L.C. 111.08%1.08%1.08%Q3 2023Q3 20231
ISZO CAPITAL MANAGEMENT LP 118.19%8.19%8.19%Q1 2023Q1 20231
Peterson Financial Group, Inc. 110.13%0.13%0.13%Q2 2023Q2 20231
Henrickson Nauta Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Empire Financial Management Company, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
MRCap LP 1110.96%10.96%10.96%Q1 2020Q1 20201
Aspen Wealth Strategies, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Voss Capital, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
BAMCO INC /NY/ 110.00%0.00%0.00%Q2 2022Q2 20221
Delek Group, Ltd. 110.01%0.01%0.01%Q4 2018Q4 20181
KEB ASSET MANAGEMENT, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
Divisadero Street Capital Management, LP 111.48%1.48%1.48%Q3 2022Q3 20221
Polarity Investment Partners LP 118.89%8.89%8.89%Q1 2022Q1 20221
Lane Generational LLC 110.66%0.66%0.66%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgewealth Advisory Group, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
MIZUHO MARKETS AMERICAS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BML Capital Management, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
6 Meridian 111.36%1.36%1.36%Q4 2018Q4 20181
Athanor Capital, LP 110.21%0.21%0.21%Q2 2021Q2 20211
DORCHESTER WEALTH MANAGEMENT Co 110.06%0.06%0.06%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
Family Investment Center, Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
SADOFF INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Fondren Management LP 110.04%0.04%0.04%Q4 2019Q4 20191
FUKOKU MUTUAL LIFE INSURANCE Co 110.18%0.18%0.18%Q2 2019Q2 20191
Andrew Hill Investment Advisors, Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
MEDICI CAPITAL LLC 114.68%4.68%4.68%Q1 2023Q1 20231
Andar Capital Management HK Ltd 114.51%4.51%4.51%Q3 2023Q3 20231
SPROTT INC. 110.21%0.21%0.21%Q2 2023Q2 20231
Baymount Management LP 1114.11%14.11%14.11%Q2 2023Q2 20231
GoalFusion Wealth Management, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
HARTLINE INVESTMENT CORP/ 111.88%1.88%1.88%Q3 2022Q3 20221
Santori & Peters, Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
ORG Partners LLC 110.26%0.26%0.26%Q3 2023Q3 20231
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
GUARDIAN CAPITAL ADVISORS LP 110.40%0.40%0.40%Q3 2022Q3 20221
Hiddenite Capital Partners LP 116.74%6.74%6.74%Q2 2023Q2 20231
Red Spruce Capital, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
Kathmere Capital Management, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Rex Capital Advisors, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
JD CAPITAL MANAGEMENT LLC 118.83%8.83%8.83%Q3 2020Q3 20201
Hexavest Inc. 110.68%0.68%0.68%Q4 2018Q4 20181
OUTFITTER ADVISORS, LTD. 110.53%0.53%0.53%Q2 2018Q2 20181
Key Bridge Compliance, LLC 112.36%2.36%2.36%Q3 2023Q3 20231
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Arrow Capital Management, LLC 1124.54%24.54%24.54%Q4 2020Q4 20201
Kinloch Capital, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
SILVERARC CAPITAL MANAGEMENT, LLC 1114.02%14.02%14.02%Q2 2022Q2 20221
LJI Wealth Management, LLC 112.63%2.63%2.63%Q4 2022Q4 20221
KPP Advisory Services LLC 115.96%5.96%5.96%Q3 2023Q3 20231
New Republic Capital, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Martin Capital Partners, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
RPO LLC 114.65%4.65%4.65%Q3 2023Q3 20231
Prosperity Financial Group, Inc. 111.24%1.24%1.24%Q3 2023Q3 20231
Strategic Advocates LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Sequent Asset Management, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Retirement Planning Group, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
Boulder Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Jetstream Capital LLC 1189.52%89.52%89.52%Q2 2022Q2 20221
AT Bancorp 110.03%0.03%0.03%Q1 2019Q1 20191
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
NexWave Capital Partners LLC 110.36%0.36%0.36%Q4 2019Q4 20191
EAGLE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Crestmont Private Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Equita Financial Network, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
Constant Guidance Financial LLC 110.65%0.65%0.65%Q3 2023Q3 20231
GSG Advisors LLC 110.91%0.91%0.91%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 112.07%2.07%2.07%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
QS Investors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sendero Wealth Management, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Annis Gardner Whiting Capital Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Elevation Capital Advisory, LLC 110.27%0.27%0.27%Q2 2021Q2 20211
SYNTAX RESEARCH, INC. 114.18%4.18%4.18%Q3 2023Q3 20231
THORNBURG INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
United Community Bank 110.06%0.06%0.06%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.12%0.12%0.12%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 113.15%3.15%3.15%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 111.10%1.10%1.10%Q3 2023Q3 20231
Prosperitas Financial LLC 115.87%5.87%5.87%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Savoie Capital LLC 111.36%1.36%1.36%Q3 2023Q3 20231
Privium Fund Management B.V. 110.40%0.40%0.40%Q2 2023Q2 20231
Austin Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Lutz Financial Services LLC 110.11%0.11%0.11%Q1 2020Q1 20201
LEE JOHNSON CAPITAL MANAGEMENT, LLC 1112.33%12.33%12.33%Q2 2022Q2 20221
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Cable Hill Partners, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
ESSEX INVESTMENT MANAGEMENT CO LLC 110.41%0.41%0.41%Q1 2020Q1 20201
Arlington Capital Management, Inc. 110.29%0.29%0.29%Q2 2023Q2 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
JOYN Advisors, Inc. 110.04%0.04%0.04%Q2 2018Q2 20181
Community Capital Management, LLC 110.82%0.82%0.82%Q2 2020Q2 20201
Windsor Advisory Group, LLC 111.47%1.47%1.47%Q3 2023Q3 20231
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
KB FINANCIAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Grant Street Asset Management, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Edge Advisors, LLC 110.67%0.67%0.67%Q2 2018Q2 20181
MADISON INVESTMENT HOLDINGS INC 110.00%0.00%0.00%Q3 2018Q3 20181
TRUST CO OF VIRGINIA /VA 110.04%0.04%0.04%Q1 2023Q1 20231
Northside Capital Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
JBF Capital, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Gruss Capital Management LP 1115.59%15.59%15.59%Q3 2018Q3 20181
Elm Ridge Management, LLC 110.74%0.74%0.74%Q2 2022Q2 20221
CORRADO ADVISORS, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Vident Advisory, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
ASTURIAS CAPITAL LLC 113.48%3.48%3.48%Q4 2019Q4 20191
TRUSTCO BANK CORP N Y 110.48%0.48%0.48%Q3 2023Q3 20231
Old Port Advisors 110.09%0.09%0.09%Q2 2022Q2 20221
RAMSEY QUANTITATIVE SYSTEMS 1124.90%24.90%24.90%Q2 2022Q2 20221
Aquire Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Vident Investment Advisory, LLC 110.26%0.26%0.26%Q2 2023Q2 20231
Axel Capital Management, LLC 1123.08%23.08%23.08%Q3 2022Q3 20221
DESTINY CAPITAL SECURITIES CORPORATION 113.14%3.14%3.14%Q3 2023Q3 20231
DAVIDSON KEMPNER PARTNERS 112.70%2.70%2.70%Q1 2023Q1 20231
Richard P Slaughter Associates Inc 110.15%0.15%0.15%Q2 2022Q2 20221
SPX Gestao de Recursos Ltda 110.92%0.92%0.92%Q2 2023Q2 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
MIK Capital, LP 112.80%2.80%2.80%Q3 2021Q3 20211
EASTERN BANK 110.01%0.01%0.01%Q1 2023Q1 20231
Spartan Planning & Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
AMI INVESTMENT MANAGEMENT INC 110.31%0.31%0.31%Q3 2023Q3 20231
Canvas Wealth Advisors, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Myriad Asset Management US LP 1118.36%18.36%18.36%Q3 2022Q3 20221
January Capital Advisors LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Miura Global Management 1138.30%38.30%38.30%Q2 2023Q2 20231
Hamilton Capital, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Everhart Financial Group, Inc. 110.11%0.11%0.11%Q3 2022Q3 20221
Investure, LLC 116.71%6.71%6.71%Q4 2018Q4 20181
Yelin Lapidot Holdings Management Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Firsthand Capital Management, Inc. 111.80%1.80%1.80%Q1 2020Q1 20201
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Timelo Investment Management Inc. 115.10%5.10%5.10%Q2 2023Q2 20231
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
Randolph Co Inc 110.02%0.02%0.02%Q4 2021Q4 20211
LYNCH & ASSOCIATES/IN 110.05%0.05%0.05%Q4 2023Q4 20231
Impala Asset Management LLC 117.00%7.00%7.00%Q3 2020Q3 20201
VALENTINE VENTURES LLC 118.56%8.56%8.56%Q3 2019Q3 20191
Permian Investment Partners, LP 1112.17%12.17%12.17%Q1 2023Q1 20231
INNEALTA CAPITAL, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Aquilo Capital Management, LLC 1129.26%29.26%29.26%Q1 2023Q1 20231
JDC-JSC L.P. 115.47%5.47%5.47%Q1 2020Q1 20201
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Zions Bancorporation 110.01%0.01%0.01%Q3 2018Q3 20181
Pantheon Investment Group, LLC 110.63%0.63%0.63%Q4 2019Q4 20191
Financial & Tax Architects, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Compass Rose Asset Management, LP 1110.84%10.84%10.84%Q2 2023Q2 20231
Elequin Capital, LP 110.03%0.03%0.03%Q1 2023Q1 20231
Greenwich Investment Management, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
CFO4Life, L.P. 110.14%0.14%0.14%Q4 2022Q4 20221
OUTFITTER FINANCIAL LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CMT Capital Markets Trading GmbH 110.01%0.01%0.01%Q3 2022Q3 20221
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.32%0.32%0.32%Q3 2020Q3 20201
Benchmark Wealth Management, LLC 110.32%0.32%0.32%Q3 2022Q3 20221
Balter Liquid Alternatives, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
MARINER INVESTMENT GROUP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ARROWGRASS CAPITAL PARTNERS (US) LP 110.15%0.15%0.15%Q1 2019Q1 20191
LOEB PARTNERS CORP 110.80%0.80%0.80%Q2 2018Q2 20181
Garda Capital Partners LP 111.60%1.60%1.60%Q2 2023Q2 20231
Sage Financial Management Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
THREE BAYS CAPITAL LP 1114.08%14.08%14.08%Q2 2018Q2 20181
HHLR ADVISORS, LTD. 110.81%0.81%0.81%Q4 2022Q4 20221
MBL Wealth, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
ALTA CAPITAL MANAGEMENT LLC/ 110.03%0.03%0.03%Q4 2022Q4 20221
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.82%0.82%0.82%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Florence Capital Advisors, LLC 110.25%0.25%0.25%Q4 2018Q4 20181
Urban Wealth Management, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
THOMAS WHITE INTERNATIONAL LTD 110.01%0.01%0.01%Q4 2018Q4 20181
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Questar Asset Management, Inc. 110.26%0.26%0.26%Q4 2018Q4 20181
COBALT CAPITAL MANAGEMENT, INC. 111.42%1.42%1.42%Q2 2023Q2 20231
Main Line Retirement Advisors, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Napier Park Global Capital (US) LP 116.46%6.46%6.46%Q3 2021Q3 20211
NewGen Asset Management Ltd 1112.21%12.21%12.21%Q2 2023Q2 20231
DF DENT & CO INC 110.01%0.01%0.01%Q4 2022Q4 20221
Cassia Capital Partners, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
Sessa Capital IM, L.P. 1111.07%11.07%11.07%Q1 2021Q1 20211
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
GUARDIAN POINT CAPITAL, LP 1122.74%22.74%22.74%Q1 2020Q1 20201
San Luis Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Chimera Capital Management LLC 1113.11%13.11%13.11%Q2 2022Q2 20221
Cartenna Capital, LP 112.75%2.75%2.75%Q4 2022Q4 20221
Quantitative Investment Management, LLC 111.41%1.41%1.41%Q2 2018Q2 20181
Union Square Park Capital Management, LLC 112.36%2.36%2.36%Q1 2021Q1 20211
Camber Capital Management LP 119.87%9.87%9.87%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.35%0.35%0.35%Q3 2023Q3 20231
Partner Investment Management, L.P. 117.30%7.30%7.30%Q2 2018Q2 20181
Ariose Capital Management Ltd 1117.94%17.94%17.94%Q1 2020Q1 20201
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Eukles Asset Management 110.00%0.00%0.00%Q2 2020Q2 20201
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Susquehanna International Group Ltd. 112.15%2.15%2.15%Q1 2022Q1 20221
Hartree Partners, LP 110.24%0.24%0.24%Q4 2019Q4 20191
AdvicePeriod, LLC 110.40%0.40%0.40%Q2 2021Q2 20211
Lodge Hill Capital, LLC 117.71%7.71%7.71%Q2 2020Q2 20201
CEDAR HILL ASSOCIATES, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Chandler Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Selway Asset Management 110.04%0.04%0.04%Q3 2022Q3 20221
Rench Wealth Management, Inc. 110.51%0.51%0.51%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Jabre Capital Partners S.A. 117.90%7.90%7.90%Q4 2018Q4 20181
HARRIS ASSOCIATES L P 110.04%0.04%0.04%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Hunter Perkins Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Tiger Pacific Capital LP 1125.88%25.88%25.88%Q2 2022Q2 20221
Emerson Wealth, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Lantz Financial LLC 110.10%0.10%0.10%Q4 2021Q4 20211
MADRONA FUNDS, LLC 114.01%4.01%4.01%Q3 2019Q3 20191
EJF Capital LLC 1120.69%20.69%20.69%Q3 2022Q3 20221
Collaborative Holdings Management LP 1152.85%52.85%52.85%Q3 2023Q3 20231
SILVERBACK ASSET MANAGEMENT LLC 1115.78%15.78%15.78%Q4 2019Q4 20191
ORLEANS CAPITAL MANAGEMENT CORP/LA 110.20%0.20%0.20%Q2 2020Q2 20201
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Key Square Capital Management LLC 110.99%0.99%0.99%Q2 2022Q2 20221
Domani Wealth, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Leverage Partners Absolute Return Fund SPC 110.46%0.46%0.46%Q1 2022Q1 20221
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Argent Advisors, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
CAMPBELL CAPITAL MANAGEMENT INC 110.19%0.19%0.19%Q3 2020Q3 20201
B, B, H, & B INC. 110.03%0.03%0.03%Q4 2020Q4 20201
Perella Weinberg Partners Capital Management LP 111.31%1.31%1.31%Q2 2020Q2 20201
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.08%0.08%0.08%Q2 2018Q2 20181
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Ferguson Shapiro LLC 110.30%0.30%0.30%Q2 2022Q2 20221
CIM, LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Ilmarinen Mutual Pension Insurance Co 110.84%0.84%0.84%Q2 2020Q2 20201
MONROE BANK & TRUST/MI 110.02%0.02%0.02%Q2 2018Q2 20181
LAKEWOOD CAPITAL MANAGEMENT, LP 110.21%0.21%0.21%Q4 2021Q4 20211
Hunt Lane Capital LP 1133.09%33.09%33.09%Q3 2020Q3 20201
Houlihan Financial Resource Group, Ltd. 110.36%0.36%0.36%Q2 2023Q2 20231
Mosaic Advisors LLC 110.18%0.18%0.18%Q4 2021Q4 20211
BRANT POINT INVESTMENT MANAGEMENT LLC 119.82%9.82%9.82%Q3 2022Q3 20221
Ziegler Capital Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Advisor OS, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MUFG Bank, Ltd. 1115.61%15.61%15.61%Q2 2020Q2 20201
Springhouse Capital Management, LP 1110.71%10.71%10.71%Q1 2023Q1 20231
Appian Way Asset Management LP 111.68%1.68%1.68%Q2 2022Q2 20221
New World Advisors LLC 110.72%0.72%0.72%Q2 2021Q2 20211
Potomac Capital Management, Inc. 112.62%2.62%2.62%Q4 2021Q4 20211
Wedgewood Partners 110.14%0.14%0.14%Q4 2022Q4 20221
Vision Capital Management, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Brendel Financial Advisors LLC 111.07%1.07%1.07%Q2 2023Q2 20231
Scion Asset Management 1142.54%42.54%42.54%Q2 2023Q2 20231
Optas, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
ORACLE INVESTMENT MANAGEMENT INC 110.11%0.11%0.11%Q3 2021Q3 20211
Maple Rock Capital Partners 1116.44%16.44%16.44%Q1 2022Q1 20221
BENNICAS & ASSOCIATES, INC. 110.11%0.11%0.11%Q4 2021Q4 20211
Julex Capital Management, LLC 117.61%7.61%7.61%Q3 2019Q3 20191
Latimer Light Capital, L.P. 116.69%6.69%6.69%Q3 2018Q3 20181
Appaloosa LP 1116.66%16.66%16.66%Q2 2019Q2 20191
MARATHON ASSET MANAGEMENT LP 110.44%0.44%0.44%Q3 2023Q3 20231
Suncoast Equity Management 110.04%0.04%0.04%Q3 2023Q3 20231
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
FEDERATED HERMES, INC. 110.20%0.20%0.20%Q2 2020Q2 20201
Artal Group S.A. 1113.88%13.88%13.88%Q3 2020Q3 20201
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.07%0.07%0.07%Q2 2020Q2 20201
Select Asset Management & Trust 110.21%0.21%0.21%Q1 2022Q1 20221
Bouvel Investment Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Invenomic Capital Management LP 118.22%8.22%8.22%Q3 2020Q3 20201
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2022Q3 20221
MITCHELL & PAHL PRIVATE WEALTH, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
Mount Lucas Management LP 116.90%6.90%6.90%Q1 2023Q1 20231
LVM CAPITAL MANAGEMENT LTD/MI 110.04%0.04%0.04%Q1 2022Q1 20221
Flat Footed LLC 1116.90%16.90%16.90%Q3 2023Q3 20231
Avant Capital LLC 110.25%0.25%0.25%Q4 2021Q4 20211
JAT Capital Mgmt LP 110.86%0.86%0.86%Q2 2022Q2 20221
CORBYN INVESTMENT MANAGEMENT INC/MD 110.09%0.09%0.09%Q4 2020Q4 20201
Model Capital Management LLC 117.94%7.94%7.94%Q3 2020Q3 20201
Legacy Financial Group LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Builders Union LLP 1156.17%56.17%56.17%Q2 2021Q2 20211
Karpus Management, Inc. 110.71%0.71%0.71%Q3 2022Q3 20221
Indiana Trust & Investment Management CO 110.18%0.18%0.18%Q3 2023Q3 20231
Tolleson Wealth Management, Inc. 110.12%0.12%0.12%Q1 2020Q1 20201
Cormorant Asset Management, LP 115.60%5.60%5.60%Q4 2020Q4 20201
BLUESTEIN R H & CO LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Hibernia Wealth Partners, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Pinz Capital Management, LP 113.73%3.73%3.73%Q1 2020Q1 20201
Fort Baker Capital Management LP 110.48%0.48%0.48%Q3 2021Q3 20211
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 1112.27%12.27%12.27%Q1 2020Q1 20201
Strata Wealth Advisors, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Marquette Asset Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Pacer Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Mengis Capital Management, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
UNIQUE WEALTH, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
ZEVIN ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Cercano Management LLC 111.52%1.52%1.52%Q2 2023Q2 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Northwest Bank & Trust Co 110.06%0.06%0.06%Q2 2023Q2 20231
Wallace Advisory Group, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gibraltar Capital Management, Inc. 110.22%0.22%0.22%Q3 2021Q3 20211
AGF INVESTMENTS INC. 110.04%0.04%0.04%Q1 2022Q1 20221
Ion Asset Management Ltd. 110.12%0.12%0.12%Q1 2019Q1 20191
Verum Partners LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Rothschild Capital Partners, LLC 117.18%7.18%7.18%Q2 2018Q2 20181
Fund 1 Investments, LLC 117.43%7.43%7.43%Q3 2023Q3 20231
Twenty Acre Capital LP 111.84%1.84%1.84%Q1 2022Q1 20221
Jafra Capital Management LP 115.35%5.35%5.35%Q2 2018Q2 20181
FORTE ASSET MANAGEMENT LLC 110.20%0.20%0.20%Q3 2023Q3 20231
OKABENA INVESTMENT SERVICES INC 110.96%0.96%0.96%Q4 2021Q4 20211
Empirical Asset Management, LLC 111.17%1.17%1.17%Q4 2021Q4 20211
SUVRETTA CAPITAL MANAGEMENT, LLC 115.93%5.93%5.93%Q2 2019Q2 20191
Price Capital Management, Inc. 110.15%0.15%0.15%Q2 2018Q2 20181
Antonetti Capital Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Apertura Capital, LLC 112.49%2.49%2.49%Q2 2018Q2 20181
SOUNDMARK WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Carter Financial Group, INC. 1113.61%13.61%13.61%Q1 2022Q1 20221
Aristotle Atlantic Partners, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
HM Capital Management, LLC 110.16%0.16%0.16%Q3 2018Q3 20181
BLOOM TREE PARTNERS, LLC 1111.45%11.45%11.45%Q4 2020Q4 20201
Saudi Central Bank 1149.77%49.77%49.77%Q1 2020Q1 20201
SMI Advisory Services, LLC 113.35%3.35%3.35%Q3 2023Q3 20231
Liquid Strategies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
KCS Wealth Advisory 110.03%0.03%0.03%Q3 2019Q3 20191
Thinkbetter Group LLC 1139.57%39.57%39.57%Q3 2021Q3 20211
AlphaCentric Advisors LLC 111.94%1.94%1.94%Q1 2023Q1 20231
Performa Ltd (US), LLC 111.15%1.15%1.15%Q4 2022Q4 20221
INTEGRATED CAPITAL MANAGEMENT, INC. 110.64%0.64%0.64%Q2 2021Q2 20211
Marketfield Asset Management LLC 110.13%0.13%0.13%Q3 2018Q3 20181
Pinnacle Wealth Advisors 110.13%0.13%0.13%Q2 2021Q2 20211
Alpha Wave Global, LP 117.97%7.97%7.97%Q2 2018Q2 20181
OmniStar Financial Group, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
SBK Financial, Inc. 110.46%0.46%0.46%Q4 2021Q4 20211
TORQ CAPITAL MANAGEMENT (HK) Ltd 117.96%7.96%7.96%Q1 2022Q1 20221
BetterWealth, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Financial Futures Ltd Liability Co. 110.39%0.39%0.39%Q3 2023Q3 20231
Holocene Advisors, LP 110.02%0.02%0.02%Q3 2020Q3 20201
OPTIONS SOLUTIONS, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Tredje AP-fonden 113.07%3.07%3.07%Q2 2022Q2 20221
HARBOR CAPITAL ADVISORS, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Seven Post Investment Office LP 110.22%0.22%0.22%Q2 2022Q2 20221
Stratford Consulting, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
REGIMEN WEALTH, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Stonehearth Capital Management, LLC 112.60%2.60%2.60%Q4 2023Q4 20231
William Allan Corp 110.03%0.03%0.03%Q4 2021Q4 20211
KRS Capital Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
PALLADIEM, LLC 112.50%2.50%2.50%Q3 2023Q3 20231
Axiom Advisory, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
DRAVO BAY LLC 110.02%0.02%0.02%Q1 2022Q1 20221
LH Capital Markets, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Next Level Private LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Paradigm Capital Management, LLC/NV 111.85%1.85%1.85%Q4 2021Q4 20211
Noked Capital LTD 110.08%0.08%0.08%Q3 2022Q3 20221
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 118.74%8.74%8.74%Q3 2023Q3 20231
Lattice Capital Management, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Peak Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
AllGen Financial Advisors, Inc. 113.50%3.50%3.50%Q2 2023Q2 20231
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 118.46%8.46%8.46%Q1 2023Q1 20231
Providence First Trust Co 110.02%0.02%0.02%Q3 2022Q3 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q4 2020Q4 20201
Ascension Asset Management LLC 114.59%4.59%4.59%Q4 2020Q4 20201
Ipsen Advisor Group LLC 111.01%1.01%1.01%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NEXT Financial Holdings 110.60%0.60%0.60%Q1 2019Q1 20191
Disciplined Equity Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Summit Rock Advisors, LP 1135.61%35.61%35.61%Q2 2023Q2 20231
TFB Advisors LLC 110.57%0.57%0.57%Q2 2023Q2 20231
Blue Door Asset Management, LLC 1131.92%31.92%31.92%Q2 2023Q2 20231
Stegent Equity Advisors, Inc. 110.33%0.33%0.33%Q4 2021Q4 20211
Castle Financial & Retirement Planning Associates, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Slow Capital, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
TPB WEALTH ADVISORS 110.93%0.93%0.93%Q4 2022Q4 20221
Corre Partners Management, LLC 1140.80%40.80%40.80%Q3 2023Q3 20231
Cordant, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
VIAWEALTH, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Leverty Financial Group, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Fairbanks Capital Management, Inc. 110.18%0.18%0.18%Q2 2023Q2 20231
BCR Wealth Strategies, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
PEAK6 Group LLC 110.44%0.44%0.44%Q2 2018Q2 20181
Governors Lane LP 115.74%5.74%5.74%Q2 2023Q2 20231
External links

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