ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.07%0.28%0.78%Q1 2012Q3 2023138
HSBC HOLDINGS PLC 47470.00%0.21%1.10%Q1 2012Q3 2023136
BANK OF AMERICA CORP /DE/ 42420.02%0.23%0.83%Q2 2013Q3 2023126
CREDIT SUISSE AG/ 43430.00%0.54%3.40%Q1 2013Q3 2023125
BARCLAYS PLC 42420.00%0.54%2.08%Q2 2013Q3 2023124
Parallax Volatility Advisers, L.P. 42420.00%0.63%2.45%Q2 2013Q3 2023123
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.01%0.24%1.06%Q2 2013Q3 2023123
CITIGROUP INC 42420.00%0.35%1.49%Q2 2013Q3 2023120
WELLS FARGO & COMPANY/MN 42420.00%0.09%0.37%Q2 2013Q3 2023119
ROYAL BANK OF CANADA 42420.00%0.08%0.35%Q2 2013Q3 2023118
Jefferies Group LLC 38380.00%0.46%5.42%Q2 2013Q3 2022113
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.34%1.62%Q2 2013Q3 2023110
NOMURA HOLDINGS INC 44440.01%0.32%2.24%Q4 2012Q3 2023110
UBS Group AG 36360.08%0.32%1.11%Q4 2014Q3 2023107
CAPSTONE INVESTMENT ADVISORS, LLC 30110.00%1.00%7.88%Q2 2013Q3 2023105
Walleye Trading LLC 42420.00%0.04%1.04%Q2 2013Q3 2023103
Checchi Capital Advisers, LLC 40400.00%0.70%3.86%Q4 2013Q3 2023102
JANE STREET GROUP, LLC 39390.00%1.03%10.78%Q1 2014Q3 2023100
MILLENNIUM MANAGEMENT LLC 2640.00%0.09%0.52%Q2 2013Q3 202394
Cutler Group LLC / CA 32320.00%0.19%2.81%Q4 2015Q3 202393
HAP Trading, LLC 42420.00%0.14%2.26%Q2 2013Q3 202391
Citadel Advisors 3170.00%0.07%0.26%Q1 2014Q3 202390
Bank of New York Mellon Corp 51510.00%1.35%18.25%Q1 2011Q3 202388
M&T BANK CORP 26150.00%0.15%0.55%Q2 2013Q3 202383
Paloma Partners Management Co 1810.01%0.31%2.26%Q4 2013Q3 202381
BlackRock Inc. 42420.00%0.26%1.32%Q2 2013Q3 202380
BANK OF MONTREAL /CAN/ 3920.00%0.08%0.23%Q2 2013Q3 202379
Creative Planning 42420.00%0.33%2.98%Q2 2013Q3 202374
WOLVERINE TRADING, LLC 810.00%0.09%0.28%Q2 2016Q3 202370
Lido Advisors, LLC 28280.01%0.18%1.13%Q4 2016Q3 202368
BALYASNY ASSET MANAGEMENT L.P. 2010.00%0.10%0.55%Q2 2013Q3 202365
BANK OF NOVA SCOTIA 43430.00%0.36%3.14%Q1 2013Q3 202365
HUNTINGTON NATIONAL BANK 59590.01%0.41%1.31%Q1 2009Q3 202363
WOLVERINE ASSET MANAGEMENT LLC 2720.00%0.09%0.57%Q2 2013Q2 202163
HighTower Advisors, LLC 29120.00%0.08%0.24%Q2 2013Q3 202363
RAYMOND JAMES & ASSOCIATES 42420.00%0.17%0.68%Q2 2013Q3 202363
BlueCrest Capital Management Ltd 2110.01%1.16%13.89%Q3 2014Q3 202362
Jump Trading, LLC 1490.01%0.37%1.86%Q2 2013Q1 201961
US BANCORP \DE\ 42420.00%0.58%2.33%Q2 2013Q3 202361
MOORE CAPITAL MANAGEMENT, LP 1630.02%2.40%12.91%Q2 2013Q3 202360
ALLIANCEBERNSTEIN L.P. 42420.00%0.03%0.66%Q2 2013Q3 202360
Arbor Investment Advisors, LLC 52520.00%4.77%8.46%Q4 2010Q3 202359
SNS Financial Group, LLC 43430.00%1.32%3.04%Q1 2013Q3 202358
Rehmann Capital Advisory Group 43150.06%0.86%2.11%Q4 2008Q3 202358
PUBLIC SECTOR PENSION INVESTMENT BOARD 2210.01%0.24%1.52%Q2 2013Q3 202357
TRUIST FINANCIAL CORP 42420.00%0.57%1.57%Q2 2013Q3 202356
TWO SIGMA SECURITIES, LLC 1720.00%0.08%0.53%Q2 2016Q3 202355
Twin Tree Management, LP 1340.00%0.13%1.20%Q4 2016Q3 202355
CAXTON ASSOCIATES LP 1410.01%4.74%37.61%Q2 2013Q3 202353
Tortoise Investment Management, LLC 44440.00%0.69%5.35%Q4 2012Q3 202352
Goldstein Munger & Associates 52520.51%2.87%6.79%Q4 2009Q3 202252
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.29%1.52%Q4 2017Q4 202251
Allianz Asset Management GmbH 2810.00%0.15%1.13%Q2 2013Q3 202350
Valmark Advisers, Inc. 3210.00%0.02%0.23%Q4 2013Q3 202350
LPL Financial LLC 42420.00%0.18%0.58%Q2 2013Q3 202350
Point72 Asset Management, L.P. 2860.00%0.09%0.61%Q2 2014Q3 202349
CIBC WORLD MARKET INC. 42420.01%0.05%0.22%Q2 2013Q3 202349
Veritable, L.P. 43430.00%0.28%1.04%Q4 2012Q2 202349
Bluefin Trading, LLC 1260.00%0.67%6.42%Q3 2013Q1 202048
Ionic Capital Management LLC 1210.00%0.73%4.56%Q2 2013Q3 202348
Raymond James Financial Services Advisors, Inc. 42420.00%0.14%0.36%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.22%0.71%1.31%Q4 2010Q3 202248
Fiera Capital Corp 40400.00%0.06%0.53%Q4 2013Q3 202347
RMB Capital Management, LLC 37370.01%0.41%3.27%Q3 2014Q3 202347
MCF Advisors LLC 4070.00%0.25%2.04%Q4 2011Q3 202347
MARSHALL WACE, LLP 1510.00%0.16%1.70%Q1 2016Q3 202346
BLAIR WILLIAM & CO/IL 42420.00%0.05%0.11%Q2 2013Q3 202346
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.06%0.56%Q2 2013Q3 202346
NWAM LLC 32130.02%0.30%0.60%Q2 2012Q3 202345
FMR LLC 42420.00%0.02%0.08%Q2 2013Q3 202345
Fort Point Capital Partners LLC 40400.00%1.79%6.37%Q4 2013Q3 202345
Mirae Asset Global Investments Co., Ltd. 4140.00%0.12%1.30%Q3 2011Q2 202345
WELLINGTON MANAGEMENT GROUP LLP 2010.00%0.00%0.02%Q2 2013Q3 202345
PATHSTONE FAMILY OFFICE, LLC 2380.00%0.22%1.03%Q2 2013Q3 202345
CIBC Asset Management Inc 42420.01%0.24%0.67%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.23%0.63%1.41%Q4 2012Q3 202344
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2710.00%0.53%2.19%Q2 2013Q3 202344
CPWM, LLC 44440.28%1.10%2.35%Q4 2011Q3 202244
SIGNATUREFD, LLC 42420.00%0.33%4.78%Q2 2013Q3 202344
Cetera Advisors LLC 42420.00%0.18%0.66%Q2 2013Q3 202344
First Horizon Advisors, Inc. 43430.03%0.24%1.76%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.00%0.01%Q1 2013Q3 202343
Retirement Systems of Alabama 43431.63%3.12%4.76%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.10%0.48%0.70%Q1 2013Q3 202343
Regis Management CO LLC 43430.08%1.48%6.86%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.13%0.45%1.04%Q1 2013Q3 202343
Spot Trading L.L.C 16160.00%0.20%0.52%Q2 2013Q1 201743
Ameritas Investment Partners, Inc. 42420.00%0.02%0.24%Q2 2013Q3 202343
CARRET ASSET MANAGEMENT, LLC 43430.06%0.25%0.40%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.10%0.44%0.86%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.05%0.41%1.12%Q1 2013Q3 202343
CLEAR STREET MARKETS LLC 1210.00%0.39%4.28%Q2 2013Q3 202343
FULTON BANK, N.A. 43430.06%0.14%0.34%Q2 2013Q4 202343
COMMERCE BANK 43430.07%0.19%0.39%Q1 2013Q3 202343
Stelac Advisory Services LLC 4210.91%2.92%5.38%Q4 2012Q3 202343
INTEGRAL DERIVATIVES, LLC 18180.00%0.21%1.09%Q4 2013Q1 201843
EVERETT HARRIS & CO /CA/ 42420.01%0.03%0.05%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.08%0.13%0.20%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.09%0.29%0.66%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.02%0.14%0.38%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.16%0.62%1.73%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.03%0.12%0.22%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.06%0.97%1.93%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.25%0.52%0.92%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.04%0.15%1.03%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.39%0.70%1.86%Q2 2013Q3 202342
HYMAN CHARLES D 42420.02%0.07%0.17%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.51%1.57%2.49%Q2 2013Q3 202342
Joel Isaacson & Co., LLC 17120.02%0.05%0.16%Q4 2012Q3 202342
Evercore Wealth Management, LLC 42420.03%0.09%0.35%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.12%0.23%0.91%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.15%0.75%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.17%1.20%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.04%0.14%0.69%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.23%0.68%1.30%Q2 2013Q3 202342
Sandy Spring Bank 42420.02%0.09%0.74%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.05%0.13%0.54%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42420.15%0.58%2.60%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.01%0.09%0.22%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.01%0.03%0.12%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.01%0.19%0.38%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.09%0.19%0.44%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.02%0.07%0.23%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.19%0.64%1.18%Q2 2013Q3 202342
SCS Capital Management LLC 42420.02%0.18%0.92%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.02%0.08%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.04%0.12%0.21%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.02%0.11%0.72%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.10%0.25%0.43%Q2 2013Q3 202342
BURNEY CO/ 42420.03%0.06%0.12%Q2 2013Q3 202342
BANQUE PICTET & CIE SA 40400.05%0.36%0.80%Q4 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.02%0.33%0.57%Q2 2013Q3 202342
MOTCO 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.03%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42421.64%2.33%3.80%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.08%0.17%0.27%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.55%2.58%5.43%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.17%0.47%0.84%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.26%0.45%0.69%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.15%0.49%1.65%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.04%0.12%0.29%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.16%0.24%0.33%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.03%0.06%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42420.30%0.82%1.46%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.03%0.27%0.78%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.03%0.16%0.42%Q2 2013Q3 202342
Gibson Capital, LLC 42420.08%0.12%0.17%Q2 2013Q3 202342
HM PAYSON & CO 42420.02%0.11%0.23%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.18%1.27%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.20%1.43%2.40%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.16%1.12%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.03%0.29%1.26%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.02%0.09%0.27%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.05%0.22%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.12%0.64%2.43%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.06%0.13%Q2 2013Q3 202342
Hudock, Inc. 42420.07%0.35%1.02%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.04%0.06%Q2 2013Q4 202342
Birch Hill Investment Advisors LLC 42420.10%0.20%0.40%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.39%1.82%Q2 2013Q3 202342
Consolidated Investment Group LLC 42420.12%1.68%3.68%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.09%0.22%0.61%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.06%0.32%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.05%0.25%0.57%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.01%0.04%0.14%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 3320.00%0.20%0.64%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.07%0.44%1.25%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.00%0.75%2.06%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Twele Capital Management, Inc. 42420.04%0.97%2.61%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.03%0.14%Q2 2013Q3 202342
CONNABLE OFFICE INC 42422.35%8.15%15.35%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.05%0.23%0.79%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.04%0.19%0.38%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.02%0.45%1.44%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.08%0.29%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.05%0.12%0.34%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.06%0.17%0.30%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.10%0.47%1.29%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.03%0.17%0.59%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.07%1.14%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.19%0.41%0.65%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42420.00%0.65%1.28%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.02%0.14%0.92%Q2 2013Q3 202342
JNBA Financial Advisors 42420.01%0.02%0.12%Q2 2013Q3 202342
AMG National Trust Bank 42420.17%1.12%7.72%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.06%0.13%0.37%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.01%0.36%1.48%Q2 2013Q3 202342
NBT BANK N A /NY 42420.34%0.71%1.31%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.01%0.03%0.07%Q1 2013Q3 202342
Acropolis Investment Management, LLC 42420.04%0.17%0.48%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.02%0.09%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.13%0.30%0.75%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.13%0.53%1.24%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.20%0.39%0.84%Q2 2013Q3 202342
Mariner, LLC 42420.12%0.67%1.38%Q2 2013Q3 202342
Coastline Trust Co 42420.06%0.24%0.47%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.02%0.09%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.07%0.18%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.05%0.20%0.42%Q2 2013Q3 202342
American Investment Services, Inc. 42420.11%0.20%0.28%Q2 2013Q3 202342
Portland Global Advisors LLC 42421.43%3.35%4.41%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.06%0.16%0.26%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.23%0.75%1.59%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.72%1.71%3.99%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.02%0.09%0.67%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.01%0.37%0.96%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.01%0.13%0.56%Q4 2012Q1 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.25%0.93%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 2110.00%0.09%0.23%Q4 2010Q3 202342
AMI INVESTMENT MANAGEMENT INC 42420.18%0.43%1.15%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.02%0.29%1.04%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.02%0.06%0.12%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.06%0.13%0.26%Q2 2013Q3 202342
Rathbones Group PLC 42420.03%0.15%0.28%Q2 2013Q3 202342
BANK OF HAWAII 42420.06%0.20%0.77%Q2 2013Q3 202342
DUPONT CAPITAL MANAGEMENT CORP 42420.38%1.96%6.92%Q2 2013Q3 202342
Bridgewater Associates 42420.10%11.48%27.34%Q2 2013Q3 202342
ING GROEP NV 2770.01%0.29%1.30%Q1 2013Q3 202341
Savant Capital, LLC 27140.02%0.10%0.28%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.02%0.13%0.60%Q3 2013Q3 202341
Colonial Trust Advisors 41410.02%0.38%0.97%Q2 2013Q2 202341
FINANCIAL COUNSELORS INC 28130.03%0.19%0.63%Q2 2013Q3 202341
BROWN ADVISORY INC 31100.01%0.02%0.14%Q2 2013Q3 202341
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23180.20%2.42%8.37%Q2 2013Q3 202341
BOKF, NA 3290.19%0.63%1.79%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.01%0.09%0.38%Q2 2013Q3 202341
1ST SOURCE BANK 41410.13%0.67%1.60%Q3 2013Q3 202341
Cetera Investment Advisers 32320.00%0.12%0.86%Q4 2015Q3 202341
Smithfield Trust Co 4010.01%0.38%0.76%Q2 2013Q3 202341
First Financial Bank - Trust Division 41410.51%1.14%2.00%Q4 2013Q4 202341
Choate Investment Advisors 21200.01%0.25%1.02%Q2 2013Q3 202341
WESBANCO BANK INC 30110.02%0.05%0.12%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.09%0.20%0.53%Q3 2013Q4 202341
SOL Capital Management CO 41410.05%0.25%0.64%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.06%0.12%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.04%0.14%Q2 2013Q2 202341
ASSETMARK, INC 41410.00%0.44%3.27%Q3 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.01%0.05%0.16%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.02%0.17%Q3 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 3470.00%0.04%0.31%Q2 2013Q3 202341
Johnson Financial Group, Inc. 3740.00%0.12%0.36%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.10%0.26%0.59%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.04%0.22%0.54%Q4 2013Q4 202341
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.02%0.04%Q2 2013Q3 202341
Evensky & Katz LLC 4010.00%0.15%4.42%Q2 2013Q3 202341
Baystate Wealth Management LLC 4010.01%0.64%2.17%Q2 2013Q3 202341
Capula Management Ltd 1010.00%8.30%50.04%Q4 2015Q2 202341
FRANKLIN RESOURCES INC 3830.01%0.02%0.05%Q2 2013Q3 202341
BAILARD, INC. 31100.04%1.18%9.40%Q2 2013Q3 202341
THRIVENT FINANCIAL FOR LUTHERANS 3740.00%0.01%0.06%Q2 2013Q3 202341
Citizens Business Bank 2330.03%0.53%1.46%Q4 2012Q3 202341
MIDDLETON & CO INC/MA 3920.04%0.28%1.40%Q2 2013Q3 202341
Dorsey & Whitney Trust CO LLC 41410.04%0.11%0.23%Q2 2013Q2 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.11%0.44%0.85%Q2 2013Q3 202341
GOULD ASSET MANAGEMENT LLC /CA/ 2640.10%0.27%0.85%Q2 2013Q3 202340
METROPOLITAN LIFE INSURANCE CO/NY 2140.05%0.13%0.35%Q2 2013Q3 202340
Pure Financial Advisors, LLC 22180.01%0.13%0.44%Q2 2013Q4 202340
Cubic Asset Management, LLC 3730.06%0.12%0.17%Q2 2013Q2 202340
Cranbrook Wealth Management, LLC 40400.18%0.82%1.68%Q4 2013Q3 202340
Moreno Evelyn V 40400.16%0.43%1.05%Q4 2013Q3 202340
Advisory Services Network, LLC 2710.04%0.14%0.50%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40401.01%1.85%2.47%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.09%0.22%0.30%Q2 2013Q1 202340
MANUFACTURERS LIFE INSURANCE COMPANY, THE 40400.01%0.13%0.45%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.08%0.21%0.46%Q4 2013Q3 202340
GREENLEAF TRUST 3370.00%0.40%1.38%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.04%0.84%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.06%0.51%1.25%Q4 2013Q4 202340
FISHMAN JAY A LTD/MI 40400.05%0.18%0.73%Q2 2013Q1 202340
Blue Fin Capital, Inc. 40400.71%2.20%3.74%Q4 2013Q3 202340
Private Ocean, LLC 40400.00%0.04%0.08%Q4 2013Q3 202340
CLIFFORD SWAN INVESTMENT COUNSEL LLC 40400.02%0.07%0.11%Q4 2013Q3 202340
Ancora Advisors LLC 3010.01%0.03%0.06%Q2 2013Q3 202340
EFG Asset Management (Americas) Corp. 40400.62%2.47%9.54%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.13%1.93%6.28%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.01%0.07%0.26%Q4 2013Q3 202340
Hirtle Callaghan & Co LLC 3553.59%12.82%58.16%Q3 2013Q3 202340
Franklin, Parlapiano, Turner & Welch, LLC 2710.06%0.25%0.91%Q4 2012Q3 202340
TOMPKINS FINANCIAL CORP 3210.00%0.22%0.44%Q2 2013Q4 202340
Compagnie Lombard Odier SCmA 40400.02%0.16%0.44%Q4 2013Q3 202340
Graham Capital Management, L.P. 1110.07%2.78%17.03%Q2 2013Q1 202340
Private Advisor Group, LLC 40400.02%0.27%0.90%Q4 2013Q3 202340
COMERICA BANK 3910.06%0.13%0.20%Q2 2013Q3 202340
FDx Advisors, Inc. 40400.02%0.25%1.42%Q4 2013Q3 202340
Rafferty Asset Management, LLC 2730.01%2.44%11.56%Q2 2013Q3 202340
SMITH, MOORE & CO. 40400.20%0.79%1.22%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.05%0.19%0.34%Q4 2013Q3 202340
CITY HOLDING CO 40400.26%0.68%1.44%Q4 2013Q3 202340
GREAT LAKES ADVISORS, LLC 40400.00%0.09%0.20%Q2 2013Q1 202340
Atlas Brown,Inc. 3910.10%0.47%1.05%Q2 2013Q3 202340
Regal Investment Advisors LLC 2710.01%1.16%2.17%Q2 2013Q3 202340
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.14%0.37%Q2 2015Q3 202340
Main Management LLC 3230.18%4.49%10.81%Q2 2013Q3 202340
PENINSULA ASSET MANAGEMENT INC 39390.17%1.29%5.55%Q2 2013Q4 202239
Neuberger Berman Group LLC 2230.00%0.00%0.03%Q2 2013Q3 202339
Autus Asset Management, LLC 39390.04%0.09%0.12%Q2 2013Q4 202239
ARGI Investment Services, LLC 39390.01%0.10%0.48%Q2 2013Q4 202239
Verition Fund Management LLC 810.00%0.17%0.80%Q3 2013Q3 202339
Tower Research Capital LLC (TRC) 1720.00%0.92%7.62%Q2 2013Q3 202339
Atria Investments, Inc 27120.03%0.20%0.91%Q2 2013Q3 202339
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2640.06%0.20%0.60%Q3 2013Q3 202339
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.04%0.15%Q2 2013Q1 202239
Rothschild & Co Wealth Management UK Ltd 39390.01%0.06%0.17%Q1 2014Q3 202339
Thomasville National Bank 27120.04%0.13%0.23%Q3 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.02%0.04%0.16%Q2 2013Q4 202239
HITE Hedge Asset Management LLC 39390.02%0.07%0.12%Q2 2013Q4 202239
Keel Point, LLC 35350.00%1.97%9.14%Q1 2015Q3 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.01%0.03%0.04%Q2 2013Q3 202339
Peak Asset Management, LLC 36360.00%0.28%0.84%Q4 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.19%0.41%0.83%Q2 2013Q4 202239
North Star Investment Management Corp. 39390.02%0.06%0.12%Q1 2014Q3 202339
1834 INVESTMENT ADVISORS CO 3720.02%0.29%1.00%Q2 2013Q2 202339
WEDBUSH SECURITIES INC 3090.01%0.07%0.16%Q2 2013Q3 202339
Oakworth Capital, Inc. 3090.00%0.02%0.05%Q4 2013Q3 202339
BANK OF THE WEST 39391.06%1.57%2.39%Q2 2013Q4 202239
CHOREO, LLC 39390.02%0.10%0.21%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.03%0.07%0.17%Q1 2014Q3 202339
COUNTRY TRUST BANK 39390.00%0.24%0.91%Q2 2014Q4 202339
Hilltop Holdings Inc. 39390.05%0.19%0.83%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.05%0.11%0.52%Q1 2014Q3 202339
LBJ Family Wealth Advisors, Ltd. 3710.54%1.15%2.63%Q4 2013Q4 202338
Garde Capital, Inc. 38380.02%0.21%1.00%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.02%0.04%Q2 2013Q3 202238
Endurance Wealth Management, Inc. 3440.01%0.53%2.84%Q2 2013Q2 202338
PineBridge Investments, L.P. 2110.00%0.26%2.66%Q2 2013Q3 202338
BRIDGES INVESTMENT MANAGEMENT INC 24140.03%0.47%1.49%Q2 2013Q3 202338
CASTLEARK MANAGEMENT LLC 2990.00%0.93%2.66%Q2 2013Q3 202338
TORONTO DOMINION BANK 2610.00%0.07%0.63%Q1 2013Q3 202338
Kingsview Wealth Management, LLC 1350.00%0.04%0.22%Q2 2017Q3 202338
Capital Directions Investment Advisors, LLC 3170.18%1.37%2.90%Q2 2013Q4 202238
HEADINVEST, LLC 3710.02%0.15%0.63%Q2 2013Q3 202338
LINCOLN NATIONAL CORP 38380.13%11.65%28.72%Q2 2014Q3 202338
Covington Capital Management 38380.06%0.09%0.22%Q2 2013Q3 202238
SHELTON CAPITAL MANAGEMENT 3310.01%0.05%0.17%Q2 2013Q3 202338
Perigon Wealth Management, LLC 3010.06%0.39%1.64%Q3 2011Q3 202338
DOWLING & YAHNKE LLC 38380.04%0.10%0.18%Q2 2013Q3 202238
Alexandria Capital, LLC 34340.00%0.68%1.67%Q2 2013Q3 202138
CREDIT AGRICOLE S A 2220.00%0.03%0.19%Q2 2013Q3 202338
Brinker Capital Investments, LLC 38380.01%0.15%0.59%Q2 2013Q3 202238
Marquette Asset Management, LLC 3520.10%0.76%1.49%Q3 2013Q2 202337
COLONY GROUP LLC 26110.03%0.34%2.34%Q2 2013Q3 202337
FIRST NATIONAL BANK SIOUX FALLS 26110.02%0.58%1.34%Q2 2013Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.07%0.26%0.40%Q2 2013Q2 202237
WMS Partners, LLC 2980.02%0.05%0.08%Q2 2013Q3 202337
Narwhal Capital Management 3250.06%0.15%0.28%Q3 2013Q3 202337
BUCKINGHAM STRATEGIC WEALTH, LLC 3250.07%0.12%0.32%Q2 2014Q3 202337
AlphaMark Advisors, LLC 2890.01%0.04%0.07%Q2 2013Q3 202337
MACQUARIE GROUP LTD 2730.00%0.00%0.07%Q2 2013Q3 202337
Waldron Private Wealth LLC 37370.11%1.11%3.71%Q4 2013Q4 202237
ENTERPRISE FINANCIAL SERVICES CORP 37370.12%0.97%2.57%Q2 2013Q2 202237
VOYA INVESTMENT MANAGEMENT LLC 2130.00%0.03%0.27%Q2 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.02%0.03%Q4 2014Q4 202337
Capital Analysts, LLC 1760.00%0.06%0.27%Q4 2012Q3 202337
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36360.03%0.31%0.90%Q2 2013Q1 202236
Bach Option Ltd 17170.14%0.88%2.95%Q4 2015Q4 201936
Community Bank, N.A. 36360.01%0.04%0.22%Q4 2014Q3 202336
MONETA GROUP INVESTMENT ADVISORS LLC 3410.05%0.28%3.76%Q4 2014Q3 202336
Texas Yale Capital Corp. 36360.01%0.09%0.21%Q4 2014Q3 202336
People's United Financial, Inc. 36360.03%0.94%2.15%Q2 2013Q1 202236
Analyst IMS Investment Management Services Ltd. 36360.22%0.70%2.37%Q4 2014Q3 202336
Diversified Portfolios, Inc. 36360.07%0.29%0.69%Q4 2014Q3 202336
Meristem Family Wealth, LLC 36360.07%0.33%0.58%Q2 2013Q1 202236
SONATA CAPITAL GROUP INC 36360.50%1.14%2.84%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.02%0.25%0.63%Q4 2014Q3 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.02%0.10%0.17%Q4 2014Q3 202336
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 36360.05%0.17%0.31%Q2 2013Q1 202236
Chicago Partners Investment Group LLC 36360.12%1.13%2.94%Q4 2014Q3 202336
Moors & Cabot, Inc. 3060.02%0.04%0.08%Q1 2014Q3 202336
Archford Capital Strategies, LLC 3510.00%0.67%2.40%Q1 2014Q3 202336
Canal Capital Management, LLC 36360.04%0.58%1.31%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.30%0.43%0.89%Q2 2013Q1 202236
MAI Capital Management 36360.11%0.46%1.35%Q4 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.16%0.38%0.59%Q4 2014Q3 202336
Sigma Planning Corp 36360.02%0.11%0.38%Q4 2014Q3 202336
Institute for Wealth Management, LLC. 1960.00%0.70%3.38%Q2 2013Q3 202336
Family Firm, Inc. 36360.38%0.56%0.95%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.01%0.36%1.37%Q2 2013Q1 202236
Glenview Trust Co 2810.13%0.67%1.41%Q4 2008Q3 202336
Verger Capital Management LLC 36363.48%5.11%8.00%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.06%0.30%0.65%Q2 2013Q1 202236
BALASA DINVERNO & FOLTZ LLC 35350.01%0.09%0.49%Q2 2013Q4 202135
FIRST MIDWEST BANK TRUST DIVISION 35350.08%0.47%1.93%Q2 2013Q4 202135
REILLY FINANCIAL ADVISORS, LLC 35350.00%1.23%2.26%Q2 2013Q4 202135
Chesley Taft & Associates LLC 3230.03%0.16%0.55%Q2 2013Q3 202335
PERRITT CAPITAL MANAGEMENT INC 35350.22%0.54%1.40%Q1 2015Q3 202335
Pinnacle Holdings, LLC 1710.07%0.11%0.14%Q2 2013Q3 202335
First Washington CORP 35350.02%0.54%1.17%Q2 2013Q4 202135
Roble, Belko & Company, Inc 35350.12%0.34%0.94%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35350.30%0.98%2.00%Q2 2013Q4 202135
Brown Advisory Securities, LLC 35350.04%0.25%0.48%Q2 2013Q4 202135
BSW Wealth Partners 3310.26%2.17%10.52%Q2 2013Q3 202335
SUNTRUST BANKS INC 26260.00%0.11%0.37%Q2 2013Q3 201935
Carroll Financial Associates, Inc. 35350.00%0.01%0.11%Q2 2013Q4 202135
Allworth Financial LP 35350.01%0.02%0.06%Q1 2015Q3 202335
St. Johns Investment Management Company, LLC 25100.00%1.04%1.79%Q1 2014Q1 202335
SpiderRock Advisors, LLC 1910.00%0.20%0.87%Q1 2017Q3 202335
Sunbelt Securities, Inc. 2690.07%0.31%0.60%Q4 2014Q3 202335
ASSOCIATED BANC-CORP 35350.02%0.11%0.21%Q2 2013Q4 202135
STRS OHIO 35350.14%0.32%0.81%Q2 2013Q4 202135
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 35350.02%0.11%0.20%Q2 2013Q4 202135
DELTA ASSET MANAGEMENT LLC/TN 35350.00%0.00%0.01%Q2 2013Q4 202135
Greenwich Wealth Management LLC 3230.02%0.07%0.16%Q2 2013Q3 202335
TWO SIGMA INVESTMENTS, LP 1010.00%0.01%0.12%Q4 2013Q2 202135
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2310.03%0.21%0.35%Q4 2013Q3 202335
Hexavest Inc. 34340.03%0.86%1.82%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.05%0.10%0.19%Q2 2015Q3 202334
GRIMES & COMPANY, INC. 34340.06%0.39%1.87%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.32%1.12%Q2 2015Q3 202334
Montecito Bank & Trust 2310.05%0.91%3.93%Q2 2013Q1 202334
MURPHY CAPITAL MANAGEMENT INC 2590.03%0.12%0.24%Q2 2013Q2 202234
Freestone Capital Holdings, LLC 32320.00%0.47%2.28%Q4 2015Q3 202334
SMITHBRIDGE ASSET MANAGEMENT INC/DE 34340.36%1.50%3.87%Q1 2013Q2 202134
BOSTON FINANCIAL MANGEMENT LLC 2950.01%0.13%0.51%Q2 2013Q3 202334
MYCIO WEALTH PARTNERS, LLC 2720.05%0.42%1.85%Q2 2013Q3 202334
DAVIS R M INC 2590.01%0.01%0.03%Q2 2013Q3 202334
SECURITY NATIONAL TRUST CO 34340.16%1.24%2.52%Q2 2013Q3 202134
WASHINGTON TRUST BANK 2420.04%0.61%2.90%Q3 2013Q3 202334
NICHOLS & PRATT ADVISERS LLP /MA 34340.02%0.12%0.49%Q2 2013Q3 202134
Laurion Capital Management LP 710.02%0.33%2.26%Q4 2013Q4 201934
Squarepoint Ops LLC 510.00%0.28%1.97%Q3 2016Q3 202334
Partnervest Advisory Services LLC 30300.00%1.06%7.40%Q2 2013Q3 202034
IFP Advisors, Inc 17140.00%0.11%0.28%Q4 2015Q3 202334
SALEM INVESTMENT COUNSELORS INC 18160.02%0.40%1.04%Q2 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.03%0.13%0.57%Q2 2015Q3 202334
Psagot Value Holdings Ltd. 34340.05%0.80%2.40%Q2 2013Q3 202134
Roundview Capital LLC 2830.03%1.08%2.86%Q2 2013Q2 202334
Tradewinds Capital Management, LLC 34340.00%0.00%0.02%Q4 2013Q1 202234
PEAK6 Investments LLC 14140.00%0.03%0.19%Q2 2020Q3 202334
KINGS POINT CAPITAL MANAGEMENT 2430.01%0.11%0.28%Q3 2013Q1 202233
Sageworth Trust Co 33330.07%0.62%2.41%Q3 2015Q3 202333
Courage Miller Partners, LLC 33330.15%0.21%0.26%Q3 2015Q3 202333
HOWLAND CAPITAL MANAGEMENT LLC 1390.02%0.17%1.30%Q2 2013Q3 202333
STALEY CAPITAL ADVISERS INC 2010.02%0.11%0.30%Q3 2013Q3 202333
Dakota Wealth Management 3210.01%2.48%4.74%Q4 2014Q3 202333
BAHL & GAYNOR INC 3210.00%0.01%0.04%Q2 2013Q1 202233
STEVENS CAPITAL MANAGEMENT LP 510.01%1.11%5.94%Q2 2013Q3 202333
EisnerAmper Wealth Management Corporate Benefits, LLC 33330.12%0.24%0.57%Q4 2014Q4 202233
ALESCO ADVISORS LLC 1470.01%0.03%0.09%Q2 2013Q1 202233
Shoker Investment Counsel, Inc. 33330.68%1.91%2.75%Q4 2013Q4 202133
ProVise Management Group, LLC 2720.02%0.13%0.71%Q2 2013Q2 202233
Linscomb & Williams, Inc. 2010.05%0.26%0.69%Q2 2013Q3 202333
IRON Financial LLC 33330.09%0.45%1.50%Q4 2013Q4 202133
Swan Global Investments, LLC 33330.02%0.48%1.07%Q2 2015Q2 202333
CAPITAL FUND MANAGEMENT S.A. 510.00%0.07%0.59%Q2 2015Q3 202133
AMERICAN INTERNATIONAL GROUP, INC. 21120.00%0.02%0.05%Q2 2013Q3 202333
TELEMUS CAPITAL, LLC 2490.04%0.17%0.40%Q3 2013Q3 202333
DEUTSCHE BANK AG\ 2430.00%0.08%0.29%Q2 2014Q3 202333
ELM ADVISORS, LLC 33330.17%0.33%0.49%Q4 2013Q4 202133
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2580.00%0.12%0.26%Q2 2015Q3 202333
BLB&B Advisors, LLC 33330.09%0.14%0.26%Q3 2015Q3 202333
Financial Architects, Inc 2930.00%0.08%0.23%Q2 2013Q2 202133
GFS Advisors, LLC 1510.05%0.32%0.66%Q2 2013Q3 202333
Truepoint, Inc. 33330.04%0.31%2.17%Q3 2015Q3 202333
1832 Asset Management L.P. 33330.00%0.01%0.04%Q3 2015Q3 202333
Calamos Wealth Management LLC 21120.02%0.21%0.50%Q2 2015Q3 202333
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2120.01%0.08%0.25%Q2 2013Q3 202333
Paradigm Financial Advisors, LLC 32320.06%0.21%0.44%Q1 2014Q4 202132
Litman Gregory Wealth Management LLC 2510.05%0.45%4.69%Q2 2013Q3 202332
E&G Advisors, LP 32320.16%0.30%0.44%Q4 2015Q3 202332
NatWest Group plc 2820.05%2.54%15.62%Q2 2013Q4 202032
Crestone Asset Management LLC 32321.09%2.88%5.19%Q4 2015Q3 202332
THOMAS WHITE INTERNATIONAL LTD 2410.00%0.39%2.96%Q3 2013Q2 202332
WEALTHSOURCE PARTNERS, LLC 16140.00%0.38%1.29%Q1 2016Q3 202332
PAYDEN & RYGEL 31310.00%0.02%0.45%Q2 2013Q4 202032
RBF Capital, LLC 1910.05%0.17%0.73%Q1 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.02%0.04%Q1 2016Q4 202332
ROCKLAND TRUST CO 2810.05%0.08%0.16%Q3 2013Q3 202332
McCutchen Group LLC 32320.15%0.58%1.55%Q4 2014Q3 202232
LS Investment Advisors, LLC 2210.00%0.04%0.12%Q2 2013Q4 202232
Colorado Capital Management, Inc. 32320.98%1.51%2.36%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.20%0.59%1.32%Q2 2013Q1 202132
River Wealth Advisors LLC 32320.19%0.81%2.62%Q4 2015Q3 202332
PRELUDE CAPITAL MANAGEMENT, LLC 910.01%0.10%0.77%Q2 2013Q4 202232
Harbour Capital Advisors, LLC 1930.06%0.69%1.69%Q1 2013Q2 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.02%0.29%0.60%Q4 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.13%0.66%2.02%Q4 2015Q3 202332
ARGENTIERE CAPITAL AG 610.10%6.45%38.66%Q3 2014Q2 201932
Grove Bank & Trust 32320.04%0.66%1.29%Q4 2015Q3 202332
EAGLE GLOBAL ADVISORS LLC 32320.01%0.02%0.08%Q3 2013Q2 202132
Bangor Savings Bank 2660.00%0.11%0.23%Q2 2013Q3 202332
FIRST INTERSTATE BANK 21100.16%0.54%1.07%Q4 2015Q3 202331
NEXT Financial Group, Inc 31310.03%0.18%0.60%Q2 2014Q4 202131
Pictet North America Advisors SA 31310.96%2.11%4.25%Q1 2016Q3 202331
Smith & Howard Wealth Management, LLC 2210.00%1.46%4.70%Q2 2013Q3 202331
FACTORY MUTUAL INSURANCE CO 1540.15%0.48%2.25%Q2 2013Q3 202331
PROFFITT & GOODSON INC 31310.06%0.13%0.30%Q1 2016Q3 202331
ST GERMAIN D J CO INC 2830.00%0.64%1.03%Q2 2013Q4 202331
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2190.00%0.05%0.69%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.36%0.85%1.16%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.03%0.32%1.19%Q4 2014Q2 202231
Wharton Business Group, LLC 3010.02%0.40%2.96%Q2 2013Q4 202131
BARINGS LLC 14120.01%3.82%9.39%Q4 2013Q2 202031
Ayalon Insurance Comp Ltd. 2430.01%0.47%1.72%Q1 2015Q3 202331
Waverly Advisors, LLC 2010.01%0.50%2.76%Q2 2013Q3 202331
FIRST UNITED BANK & TRUST 2520.09%0.51%1.83%Q2 2013Q1 202231
Van Hulzen Asset Management, LLC 1470.03%0.12%0.40%Q4 2014Q3 202331
COMPTON CAPITAL MANAGEMENT INC /RI 2740.08%0.15%0.24%Q2 2013Q3 202131
Intercontinental Wealth Advisors, LLC 31310.36%0.80%1.38%Q4 2015Q2 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
St. Louis Trust Co 2740.13%0.30%0.67%Q4 2015Q3 202331
Adams Asset Advisors, LLC 1760.12%0.18%0.25%Q2 2013Q2 202131
PRUDENTIAL PLC 31310.00%0.26%3.48%Q1 2016Q3 202331
Simmons Bank 31310.37%0.60%0.87%Q1 2016Q3 202331
Harel Insurance Investments & Financial Services Ltd. 31310.00%1.00%8.24%Q1 2016Q3 202331
CWM, LLC 2380.00%0.05%0.48%Q4 2015Q3 202331
Asset Dedication, LLC 2650.01%0.04%0.10%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.13%0.26%Q1 2016Q3 202331
MOODY LYNN & LIEBERSON, LLC 2210.02%0.19%1.95%Q3 2013Q2 202330
Winch Advisory Services, LLC 2730.00%0.48%2.37%Q1 2014Q3 202330
VESTOR CAPITAL, LLC 2190.01%0.08%0.44%Q4 2014Q3 202230
SEI INVESTMENTS CO 2410.00%0.09%1.04%Q4 2014Q3 202330
Cartica Management, LLC 1342.20%51.64%100.00%Q4 2013Q4 202130
Intersect Capital LLC 30300.26%0.61%0.94%Q4 2014Q1 202230
PEDDOCK CAPITAL ADVISORS, LLC 2370.09%0.71%1.47%Q4 2013Q3 202330
Nicholas Hoffman & Company, LLC. 30300.01%0.13%0.39%Q2 2016Q3 202330
CSS LLC/IL 1110.00%0.14%0.56%Q1 2017Q3 202330
ARROW FINANCIAL CORP 2910.00%1.26%4.85%Q1 2015Q3 202330
HOWARD HUGHES MEDICAL INSTITUTE 2460.03%11.27%39.11%Q2 2013Q1 202330
Brookstone Capital Management 2510.01%0.28%2.47%Q3 2014Q3 202330
First Allied Advisory Services, Inc. 30300.07%0.27%0.70%Q2 2013Q3 202030
Plante Moran Financial Advisors, LLC 2710.00%0.05%0.16%Q2 2013Q1 202330
FCG ADVISORS, LLC 30300.06%1.26%5.10%Q2 2013Q3 202030
WEALTHCARE CAPITAL MANAGEMENT LLC 2820.02%0.04%0.07%Q2 2013Q2 202130
Diversified Trust Co 2910.01%0.03%0.06%Q4 2013Q4 202330
Filament LLC 30300.28%0.98%8.54%Q2 2013Q3 202030
Clearwater Capital Advisors, LLC 30300.08%0.17%0.28%Q2 2016Q3 202330
Polaris Wealth Advisory Group, LLC 2910.00%0.98%1.82%Q1 2014Q3 202330
Transamerica Financial Advisors, Inc. 2310.00%0.14%0.48%Q2 2013Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.30%0.75%2.41%Q2 2013Q3 202030
Valeo Financial Advisors, LLC 25250.00%0.64%1.45%Q3 2017Q3 202330
ALPHA WINDWARD LLC 30300.66%1.91%3.14%Q2 2013Q3 202030
Mount Yale Investment Advisors, LLC 23230.00%0.10%0.18%Q1 2018Q3 202330
Klingman & Associates, LLC 2410.01%0.07%0.10%Q4 2014Q3 202330
ROPES WEALTH ADVISORS LLC 30300.00%0.17%0.30%Q1 2015Q2 202230
Country Club Trust Company, n.a. 1410.08%0.53%0.80%Q2 2013Q4 202130
MML INVESTORS SERVICES, LLC 2630.10%0.43%2.37%Q2 2015Q3 202329
Aureus Asset Management, LLC 2810.04%0.15%0.26%Q3 2015Q3 202329
AE Wealth Management LLC 28280.00%0.06%0.45%Q4 2016Q3 202329
TUDOR INVESTMENT CORP ET AL 610.00%2.17%18.21%Q3 2013Q2 202329
WHALEROCK POINT PARTNERS, LLC 2720.10%0.43%0.86%Q3 2015Q3 202329
RiverFront Investment Group, LLC 2180.01%0.86%3.36%Q4 2008Q4 202229
Newfoundland Capital Management 1410.04%2.02%13.22%Q2 2017Q3 202229
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.04%0.26%1.17%Q2 2014Q3 202229
Sensible Financial Planning & Management, LLC. 2090.08%0.14%0.22%Q3 2014Q3 202229
DRW Securities, LLC 610.02%2.33%10.24%Q3 2013Q2 202329
HMS Capital Management, LLC 1510.01%1.61%3.82%Q3 2016Q1 202329
Crestwood Advisors Group, LLC 2510.01%0.08%0.79%Q2 2013Q3 202329
Sequoia Financial Advisors, LLC 2720.01%0.04%0.07%Q2 2016Q3 202329
InterOcean Capital, LLC 29290.07%0.59%1.86%Q2 2013Q2 202029
Calamos Advisors LLC 1840.00%0.12%0.45%Q3 2015Q3 202329
Strategic Wealth Partners Group, LLC 2090.02%0.28%0.52%Q2 2016Q3 202329
Alpha Omega Wealth Management LLC 2720.04%0.10%0.18%Q4 2015Q2 202329
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 29290.66%1.40%7.72%Q1 2014Q1 202129
MAKENA CAPITAL MANAGEMENT LLC 20200.08%23.73%41.14%Q2 2013Q1 201829
M Holdings Securities, Inc. 1610.02%0.16%0.34%Q4 2013Q1 202329
Karpus Management, Inc. 1720.02%0.05%0.16%Q4 2014Q3 202229
Regent Investment Management LLC 29290.08%0.17%0.34%Q2 2013Q2 202029
UNITED SERVICES AUTOMOBILE ASSOCIATION 21210.01%0.29%1.52%Q2 2013Q2 201828
BOYS ARNOLD & CO INC 28280.64%0.96%1.42%Q2 2013Q1 202028
Manchester Capital Management LLC 17110.01%0.69%2.26%Q2 2013Q3 202328
CADENCE BANK NA 2080.07%0.25%0.53%Q2 2013Q2 202228
Penobscot Investment Management Company, Inc. 2350.07%0.22%0.47%Q3 2013Q3 202328
Stratford Consulting, LLC 28280.08%0.31%0.55%Q2 2013Q1 202028
Arcus Capital Partners, LLC 28280.27%0.94%1.62%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.17%0.63%Q1 2016Q4 202228
ORRSTOWN FINANCIAL SERVICES INC 2510.06%0.48%3.66%Q3 2013Q1 202228
Accredited Investors Inc. 1350.02%0.92%6.00%Q2 2013Q4 202128
Pflug Koory, LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.07%0.13%0.23%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.03%0.40%1.46%Q4 2016Q3 202328
O'Dell Group, LLC 28280.14%0.35%0.64%Q4 2016Q3 202328
TCTC Holdings, LLC 1420.13%0.23%0.28%Q2 2013Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.00%0.02%0.04%Q4 2016Q3 202328
Vantage Financial Partners Ltd., Inc. 28283.56%5.94%7.82%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.26%0.42%0.58%Q4 2016Q3 202328
HOWE & RUSLING INC 1220.00%0.01%0.08%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.12%0.21%0.39%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.12%0.21%0.48%Q4 2016Q3 202328
CONNING INC. 27270.04%0.22%0.55%Q2 2014Q4 202028
Stonebridge Capital Advisors LLC 28280.07%0.18%0.40%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.03%0.06%0.08%Q4 2016Q3 202328
NIXON PEABODY TRUST CO 28280.30%0.60%1.10%Q4 2015Q3 202228
Ironwood Financial, llc 1640.00%0.08%0.53%Q4 2014Q3 202328
WADE G W & INC 1260.02%0.13%0.71%Q2 2013Q3 202328
DRIEHAUS CAPITAL MANAGEMENT LLC 20200.01%0.30%4.96%Q3 2013Q2 201828
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.22%0.74%Q4 2016Q3 202328
Grantham, Mayo, Van Otterloo & Co. LLC 28280.00%0.85%3.10%Q2 2013Q1 202028
Fund Evaluation Group, LLC 15130.11%0.53%1.28%Q2 2013Q3 202328
Steward Partners Investment Advisory, LLC 28280.03%0.44%1.75%Q4 2016Q3 202328
Perennial Advisors, LLC 28280.10%0.20%0.25%Q4 2016Q3 202328
MV CAPITAL MANAGEMENT, INC. 2170.00%0.12%0.69%Q4 2014Q2 202228
Homrich & Berg 28280.05%0.08%0.17%Q4 2014Q3 202128
JAMES INVESTMENT RESEARCH INC 28280.00%0.10%0.36%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.07%0.18%Q4 2016Q3 202328
DIMENSION CAPITAL MANAGEMENT LLC 28280.54%2.86%7.55%Q4 2016Q3 202328
APG Asset Management N.V. 1210.02%0.38%1.84%Q2 2013Q2 202328
BigSur Wealth Management LLC 28280.29%0.71%2.26%Q4 2016Q3 202328
Banco Santander, S.A. 28280.10%0.37%0.94%Q4 2016Q3 202328
Livingston Group Asset Management CO (operating as Southport Capital Management) 2710.09%0.29%0.52%Q2 2013Q2 202128
First Heartland Consultants, Inc. 2510.05%0.52%2.05%Q2 2013Q3 202328
Mitsubishi UFJ Trust & Banking Corp 1450.00%0.03%0.06%Q2 2013Q3 202328
BB&T SECURITIES, LLC 26260.00%0.10%0.20%Q2 2013Q3 201928
Moloney Securities Asset Management, LLC 28280.06%0.18%0.53%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.02%0.07%Q2 2013Q1 202028
APPLETON PARTNERS INC/MA 28280.06%0.14%0.29%Q1 2017Q4 202328
Sterling Investment Advisors, Ltd. 28280.01%0.05%0.14%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.07%0.30%0.82%Q4 2016Q3 202328
Timber Creek Capital Management LLC 28280.10%0.16%0.20%Q2 2013Q1 202028
NOTTINGHAM ADVISORS, INC. 27270.03%0.07%0.18%Q2 2013Q4 201927
Modera Wealth Management, LLC 15120.06%0.27%0.66%Q2 2013Q3 202327
Paracle Advisors, LLC 27270.48%0.87%3.43%Q3 2014Q1 202127
Bray Capital Advisors 2340.01%0.16%1.15%Q4 2014Q3 202327
PUTNAM INVESTMENTS LLC 27270.00%0.01%0.03%Q2 2013Q4 201927
EXANE DERIVATIVES 2220.00%2.00%6.14%Q1 2015Q2 202227
Ironwood Investment Counsel, LLC 27270.08%0.17%0.29%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.09%0.13%0.17%Q4 2016Q3 202327
AUA CAPITAL MANAGEMENT, LLC 27270.24%0.69%2.10%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.01%0.12%0.51%Q1 2013Q3 201927
REDW Wealth LLC 2430.08%0.32%1.08%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.03%0.04%Q1 2017Q3 202327
Addenda Capital Inc. 27270.17%0.23%0.32%Q2 2013Q4 201927
FAS Wealth Partners, Inc. 2510.01%0.08%0.20%Q2 2015Q3 202327
Bryn Mawr Capital Management, LLC 27270.03%0.34%0.99%Q1 2017Q3 202327
Confluence Wealth Management LLC 27271.86%3.05%3.80%Q1 2014Q3 202027
SENTINEL TRUST CO LBA 15120.04%0.48%2.78%Q2 2013Q3 202327
Heritage Trust Co 27270.17%0.34%0.57%Q1 2017Q3 202327
Round Table Services, LLC 1410.06%0.93%2.69%Q2 2013Q4 202027
Moisand Fitzgerald Tamayo, LLC 2520.00%0.01%0.02%Q4 2015Q3 202327
Conservest Capital Advisors, Inc. 27270.07%0.18%1.95%Q1 2017Q3 202327
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.00%0.02%0.15%Q1 2017Q3 202327
Whitnell & Co. 27270.16%0.52%1.32%Q2 2013Q4 201927
CABOT WEALTH MANAGEMENT INC 27270.21%0.55%1.91%Q2 2013Q4 201927
Chevy Chase Trust Holdings, LLC 1520.00%0.01%0.02%Q3 2013Q2 202127
CIBC BANK USA 27270.05%0.45%0.87%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.01%0.02%0.05%Q4 2016Q3 202327
Prospera Financial Services Inc 2610.05%0.20%0.79%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.07%0.17%0.33%Q2 2013Q4 201927
UBS ASSET MANAGEMENT AMERICAS INC 2610.00%0.02%0.05%Q2 2013Q3 202227
WASHINGTON TRUST Co 1510.00%0.03%0.07%Q2 2013Q3 202327
FOSTER DYKEMA CABOT & CO INC/MA 1210.00%0.31%1.88%Q2 2013Q3 202327
Intellectus Partners, LLC 1980.22%0.38%0.56%Q4 2016Q3 202327
SUMITOMO MITSUI FINANCIAL GROUP, INC. 2610.04%0.73%6.84%Q4 2016Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 2340.07%0.29%0.72%Q2 2013Q1 202027
BANK HAPOALIM BM 1880.02%0.27%0.84%Q4 2013Q4 202126
OneDigital Investment Advisors LLC 26260.03%0.11%0.29%Q2 2017Q3 202326
MASON STREET ADVISORS, LLC 1790.01%0.57%2.46%Q2 2013Q3 202026
Simplicity Solutions, LLC 1210.01%0.30%1.83%Q4 2014Q3 202326
Horrell Capital Management, Inc. 1790.00%0.01%0.02%Q2 2013Q3 202326
Alphadyne Asset Management LP 410.01%17.89%100.00%Q4 2013Q3 202326
Itau Unibanco Holding S.A. 1210.02%1.48%3.14%Q3 2016Q3 202326
Allen Investment Management, LLC 1970.01%0.08%0.20%Q4 2015Q3 202326
BANK OF STOCKTON 26260.09%1.20%3.48%Q1 2017Q2 202326
SRS Capital Advisors, Inc. 1070.00%0.02%0.11%Q4 2016Q3 202326
CENTRAL BANK & TRUST CO 1720.00%0.22%1.30%Q2 2015Q3 202326
Snowden Capital Advisors LLC 930.00%0.09%0.31%Q3 2016Q3 202326
Crescent Grove Advisors, LLC 26260.09%0.34%0.66%Q2 2017Q3 202326
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2020.00%0.02%0.03%Q4 2016Q3 202326
VICTORY CAPITAL MANAGEMENT INC 1420.00%0.02%0.21%Q4 2014Q3 202326
Baker Avenue Asset Management, LP 1530.00%0.10%0.53%Q2 2016Q3 202326
Winslow, Evans & Crocker, Inc. 2150.00%0.07%0.24%Q4 2013Q4 202026
Aveo Capital Partners, LLC 1410.30%0.47%0.66%Q4 2016Q3 202326
Wealthcare Advisory Partners LLC 2510.00%0.09%0.25%Q2 2016Q3 202326
FIRST FOUNDATION ADVISORS 1530.01%0.07%0.65%Q3 2013Q3 202326
Court Place Advisors, LLC 26260.09%0.19%0.32%Q2 2017Q3 202326
Cerity Partners LLC 2510.03%0.23%0.60%Q1 2017Q3 202326
USCA RIA LLC 2240.05%0.32%0.55%Q4 2013Q2 202126
Aldebaran Financial Inc. 25250.26%0.41%0.60%Q1 2014Q1 202025
Autonomy Capital (Jersey) L.P. 810.31%15.98%81.48%Q2 2013Q4 201925
OXFORD FINANCIAL GROUP, LTD. LLC 25250.01%0.29%0.66%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.06%0.39%1.38%Q2 2017Q2 202325
COBIZ WEALTH, LLC 25250.08%0.27%0.92%Q2 2013Q2 201925
Granite Investment Advisors, LLC 1330.04%0.06%0.08%Q2 2013Q2 202125
HOLLENCREST CAPITAL MANAGEMENT 1140.00%0.09%0.16%Q4 2013Q3 202325
BINGHAM OSBORN & SCARBOROUGH LLC 2210.02%0.06%0.10%Q2 2013Q3 202025
CI INVESTMENTS INC. 1110.00%0.14%0.78%Q2 2013Q3 202225
StrategIQ Financial Group, LLC 1780.02%0.10%0.34%Q4 2015Q3 202325
BerganKDV Wealth Management, LLC 2140.00%0.03%0.12%Q1 2017Q2 202325
Investure, LLC 25250.28%10.46%40.39%Q2 2013Q2 201925
MACROVIEW INVESTMENT MANAGEMENT LLC 25250.07%0.57%1.84%Q3 2017Q3 202325
Laird Norton Wetherby Wealth Management, LLC 25250.03%0.26%0.52%Q3 2017Q3 202325
Burt Wealth Advisors 25250.04%0.34%2.13%Q4 2014Q4 202025
STEPHENS INC /AR/ 2230.16%0.32%0.61%Q2 2013Q3 202325
CENTAURUS FINANCIAL, INC. 24240.00%0.17%1.13%Q4 2017Q3 202325
MONROE BANK & TRUST/MI 25251.98%2.67%3.54%Q2 2013Q2 201925
PARK AVENUE SECURITIES LLC 1410.01%0.96%3.13%Q4 2014Q3 202325
Norway Savings Bank 25250.02%0.09%0.37%Q4 2016Q4 202225
Voya Financial Advisors, Inc. 25250.03%0.80%2.20%Q1 2015Q1 202125
Prince Street Capital Management LLC 1512.08%17.58%35.19%Q2 2013Q1 202225
Lenox Wealth Advisors, LLC 1810.00%0.02%0.04%Q2 2013Q1 202225
TIAA, FSB 25250.02%0.20%0.66%Q2 2017Q2 202325
Horan Securities, Inc. 810.00%0.08%0.28%Q3 2016Q3 202325
BALDWIN BROTHERS LLC/MA 1550.00%0.02%0.10%Q1 2016Q4 202325
Blume Capital Management, Inc. 25250.02%0.04%0.13%Q3 2017Q3 202325
EVERGREEN CAPITAL MANAGEMENT LLC 25250.02%0.52%1.60%Q3 2017Q3 202325
Cribstone Capital Management, LLC 2320.00%0.07%0.16%Q2 2016Q4 202225
Israel Discount Bank of New York 1692.26%5.96%10.33%Q2 2017Q3 202325
Nuveen Asset Management, LLC 1610.00%0.03%0.26%Q3 2013Q2 202225
Parkside Advisors LLC 25252.06%2.55%3.08%Q4 2013Q4 201925
Independence Bank of Kentucky 24240.15%0.80%1.95%Q4 2017Q3 202324
CNB Bank 24240.01%0.12%0.32%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24241.35%3.80%6.98%Q4 2017Q3 202324
SNOW CAPITAL MANAGEMENT LP 24240.01%0.04%0.11%Q3 2015Q2 202124
Abacus Planning Group, Inc. 24240.59%1.65%2.62%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.02%0.45%1.86%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24241.28%1.89%3.00%Q4 2017Q3 202324
Ledyard National Bank 1770.00%0.05%0.13%Q2 2013Q1 202024
Murphy, Middleton, Hinkle & Parker, Inc. 24240.18%0.21%0.27%Q4 2017Q3 202324
UNITED BANK 24240.04%0.48%5.57%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.24%0.73%1.57%Q4 2017Q3 202324
FARMERS TRUST CO 24240.15%0.20%0.26%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.31%1.08%Q4 2017Q3 202324
Crewe Advisors LLC 24240.01%0.09%0.28%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.03%0.05%0.09%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.03%0.30%0.55%Q4 2017Q3 202324
Lehman Financial Resources, Inc. 24240.20%0.39%1.03%Q4 2012Q3 201824
WealthShield Partners, LLC 24240.02%0.16%0.30%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.04%0.06%Q4 2017Q3 202324
Argent Trust Co 2220.07%0.12%0.21%Q3 2017Q3 202324
Gryphon Financial Partners LLC 24240.25%0.97%1.67%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.14%0.34%0.59%Q4 2017Q3 202324
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 920.43%2.62%7.53%Q1 2015Q1 202224
SeaCrest Wealth Management, LLC 24240.03%0.10%0.27%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.12%0.33%0.43%Q4 2017Q3 202324
Legacy Private Trust Co. 24240.03%0.06%0.15%Q3 2016Q2 202224
Pinnacle Wealth Planning Services, Inc. 24240.04%0.26%1.62%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.15%0.62%2.00%Q4 2017Q3 202324
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24240.22%0.71%1.31%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.11%0.26%Q4 2017Q3 202324
Trust Co 2040.00%1.37%5.14%Q2 2015Q3 202324
Belpointe Asset Management LLC 1860.06%0.22%0.41%Q3 2017Q3 202324
Patten Group, Inc. 1210.02%0.05%0.10%Q4 2014Q2 202324
KCM INVESTMENT ADVISORS LLC 2010.01%0.05%0.11%Q2 2013Q2 202324
Verdence Capital Advisors LLC 24240.19%0.81%1.36%Q4 2017Q3 202324
NVWM, LLC 24240.00%0.21%1.31%Q4 2017Q3 202324
NewEdge Advisors, LLC 2310.02%0.12%0.57%Q2 2017Q3 202324
HARBOR ADVISORY CORP /MA/ 24240.27%0.82%1.44%Q4 2017Q3 202324
Prism Advisors, Inc. 24240.85%2.72%9.80%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.08%0.27%0.89%Q4 2016Q3 202324
HBK Sorce Advisory LLC 24240.03%0.19%0.35%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.03%0.04%0.09%Q4 2017Q3 202324
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 960.02%0.04%0.09%Q2 2013Q1 202124
Sumitomo Mitsui Trust Holdings, Inc. 1770.00%0.01%0.01%Q2 2013Q3 202324
Windsor Creek Advisors, LLC 13130.06%0.92%1.61%Q4 2018Q4 202124
PEAK6 Group LLC 510.00%0.04%0.21%Q2 2013Q2 201824
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.03%0.12%0.28%Q2 2013Q1 201924
AdvisorNet Financial, Inc 24240.02%0.07%0.54%Q4 2017Q3 202324
Horizon Investments, LLC 1010.00%2.61%9.76%Q2 2014Q3 202324
HoyleCohen, LLC 24240.10%0.19%0.30%Q4 2017Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.02%0.14%Q1 2018Q3 202324
McIlrath & Eck, LLC 24240.02%0.18%1.33%Q4 2017Q3 202324
JOYN Advisors, Inc. 2310.05%0.92%7.70%Q2 2013Q2 201924
Cassaday & Co Inc. 2110.01%1.69%13.92%Q4 2014Q4 202124
Westside Investment Management, Inc. 1510.00%0.03%0.41%Q1 2017Q3 202324
Cliffwater LLC 24240.22%0.78%3.44%Q4 2017Q3 202324
Mosaic Family Wealth, LLC 1770.02%0.07%0.11%Q4 2015Q4 202124
Mechanics Bank Trust Department 24240.05%0.12%0.17%Q3 2016Q2 202224
Renaissance Technologies 810.00%0.02%0.11%Q3 2013Q3 202324
SIMON QUICK ADVISORS, LLC 2130.09%0.83%3.47%Q1 2017Q3 202324
Cedar Wealth Management, LLC 24240.02%0.28%0.40%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.02%0.09%0.28%Q4 2017Q3 202324
Covenant Multifamily Offices, LLC 1410.00%0.79%5.84%Q4 2013Q3 202024
WILLIAMS JONES & ASSOCIATES LLC 12120.01%0.02%0.02%Q2 2013Q2 201924
Dynamic Advisor Solutions LLC 24240.03%0.26%0.57%Q4 2017Q3 202324
ExodusPoint Capital Management, LP 910.00%0.28%1.04%Q3 2020Q3 202324
Mitsubishi UFJ Asset Management Co., Ltd. 24240.00%0.06%0.14%Q4 2017Q3 202324
GEODE CAPITAL MANAGEMENT, LLC 1230.00%0.00%0.01%Q2 2015Q4 202123
MEITAV INVESTMENT HOUSE LTD 1490.02%0.54%3.70%Q4 2017Q3 202323
Wall Capital Group, Inc. 23231.06%1.74%3.19%Q1 2017Q3 202223
ALERUS FINANCIAL NA 23230.02%0.04%0.08%Q1 2017Q3 202223
FIRST CITIZENS BANK & TRUST CO 1410.01%0.04%0.20%Q3 2015Q3 202323
MARSHALL & SULLIVAN INC /WA/ 23230.22%1.87%6.42%Q1 2018Q3 202323
COMERICA SECURITIES INC 23230.75%1.64%2.51%Q2 2013Q4 201823
TIEDEMANN ADVISORS, LLC 12110.01%0.08%0.45%Q2 2017Q3 202323
EP Wealth Advisors, LLC 2110.02%0.10%0.20%Q1 2014Q3 202323
Aristotle Capital Management, LLC 23230.00%0.00%0.01%Q1 2015Q3 202023
SFMG, LLC 2210.02%0.22%0.90%Q2 2014Q2 202223
S&CO INC 23230.02%0.04%0.06%Q1 2018Q3 202323
AMP Capital Investors Ltd 2030.00%0.51%3.24%Q2 2013Q1 202123
CALTON & ASSOCIATES, INC. 23230.14%0.35%0.66%Q4 2017Q2 202323
LCNB CORP 2120.10%0.15%0.23%Q4 2017Q3 202323
HL FINANCIAL SERVICES LLC 1850.03%0.09%0.23%Q2 2013Q1 201923
PARK NATIONAL CORP /OH/ 1580.01%0.03%0.05%Q2 2013Q1 201923
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.10%Q4 2016Q2 202223
Migdal Insurance & Financial Holdings Ltd. 1530.00%0.03%0.07%Q4 2015Q3 202323
Integrated Wealth Concepts LLC 23230.04%0.10%0.22%Q1 2018Q3 202323
JUNCTURE WEALTH STRATEGIES, LLC 1940.11%3.28%9.09%Q4 2017Q3 202323
Brevan Howard Capital Management LP 410.05%5.45%18.10%Q2 2013Q3 202323
Quadrant Capital Management, LLC 23230.18%0.30%0.44%Q2 2014Q4 201923
CEDAR HILL ASSOCIATES, LLC 23230.07%0.12%0.18%Q2 2013Q4 201823
Integrated Investment Consultants, LLC 1140.01%0.55%1.15%Q4 2015Q3 202323
TRUST CO OF OKLAHOMA 1310.11%0.25%0.38%Q1 2015Q3 202323
Asset Management One Co., Ltd. 610.05%1.03%3.34%Q3 2013Q3 202123
DUBUQUE BANK & TRUST CO 1210.00%0.03%0.09%Q2 2013Q4 202123
Rockefeller Capital Management L.P. 23230.04%0.07%0.14%Q1 2018Q3 202323
Aries Wealth Management 1760.27%0.46%0.79%Q4 2017Q3 202323
Chesapeake Wealth Management 23230.27%0.36%0.46%Q1 2018Q3 202323
Jacobi Capital Management LLC 23230.00%0.82%3.00%Q2 2016Q4 202123
GABLES CAPITAL MANAGEMENT INC. 23230.02%0.04%0.09%Q1 2018Q3 202323
ACG Wealth 23230.12%0.66%1.56%Q1 2017Q3 202223
Cresset Asset Management, LLC 20200.03%0.55%1.43%Q4 2018Q3 202323
PROVIDA PENSION FUND ADMINISTRATOR 1490.01%0.14%0.48%Q1 2017Q4 202223
CHEMUNG CANAL TRUST CO 22220.05%0.26%0.58%Q2 2013Q3 201822
RiverGlades Family Offices LLC 1440.80%2.57%4.33%Q4 2017Q3 202322
KWMG, LLC 1340.03%0.08%0.20%Q4 2015Q4 202222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1570.01%0.03%0.10%Q3 2017Q3 202322
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 870.01%0.07%0.23%Q4 2019Q3 202322
DOW CHEMICAL CO /DE/ 1755.15%15.68%27.57%Q2 2013Q3 202322
Brand Asset Management Group, Inc. 22220.37%0.49%0.88%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.15%0.33%0.54%Q2 2018Q3 202322
Haverford Trust Co 1410.01%0.01%0.02%Q2 2013Q3 202322
Gramercy Funds Management LLC 1510.01%21.12%51.19%Q3 2013Q2 202022
EASTERN BANK 22220.01%0.98%1.58%Q1 2018Q2 202322
MONARCH CAPITAL MANAGEMENT INC/ 2020.07%0.20%0.39%Q1 2015Q3 202322
Fiduciary Trust Co International of Pennsylvania 1710.08%0.19%0.70%Q2 2013Q1 202022
IPG Investment Advisors LLC 1520.05%0.51%1.02%Q3 2017Q3 202322
IndexIQ Advisors LLC 1610.00%0.29%1.39%Q2 2013Q3 202122
LGL PARTNERS, LLC 1840.15%0.47%1.63%Q4 2015Q3 202322
Weiss Multi-Strategy Advisers LLC 610.02%0.91%8.71%Q3 2013Q3 202322
Marketfield Asset Management LLC 1110.02%7.63%11.72%Q2 2013Q4 202022
MGO ONE SEVEN LLC 1420.02%0.13%0.36%Q4 2017Q3 202322
REGENTATLANTIC CAPITAL LLC 11110.01%0.05%0.12%Q2 2013Q3 202222
ADIRONDACK TRUST CO 22220.01%0.01%0.02%Q2 2018Q3 202322
Sound Income Strategies, LLC 2020.00%0.00%0.01%Q4 2017Q3 202322
Lumina Fund Management LLC 21210.05%0.21%0.61%Q2 2013Q2 201822
RPg Family Wealth Advisory, LLC 1620.01%0.19%0.57%Q1 2016Q1 202222
Wells Trecaso Financial Group, LLC 1390.18%0.38%0.84%Q4 2017Q3 202322
Gladius Capital Management LP 2020.09%1.62%5.44%Q3 2017Q1 202322
New Vernon Capital Holdings II LLC 1212.71%12.76%39.15%Q3 2013Q2 202322
MEEDER ASSET MANAGEMENT INC 1020.00%1.31%11.98%Q2 2013Q3 202222
StoneX Group Inc. 1930.09%0.36%1.50%Q2 2017Q3 202322
GUARDIAN LIFE INSURANCE CO OF AMERICA 2110.94%6.53%72.00%Q2 2014Q4 201922
Starfire Investment Advisers, Inc. 22220.31%0.41%0.60%Q1 2015Q2 202022
Pathway Financial Advisors LLC 1480.41%0.80%1.75%Q4 2017Q3 202322
Telemetry Investments, L.L.C. 510.27%1.38%4.91%Q4 2014Q4 202122
Almanack Investment Partners, LLC. 1390.03%1.38%4.84%Q4 2016Q3 202222
Highlander Capital Management, LLC 1620.00%0.03%0.06%Q2 2013Q3 202322
Fieldpoint Private Securities, LLC 2010.79%1.49%2.49%Q1 2017Q2 202221
Pinnacle Bancorp, Inc. 2010.18%0.26%0.37%Q1 2017Q3 202321
GW HENSSLER & ASSOCIATES LTD 1740.02%1.09%1.66%Q2 2013Q4 202121
ZACKS INVESTMENT MANAGEMENT 1020.00%0.02%0.06%Q2 2013Q2 202121
Providence First Trust Co 1310.83%1.55%2.90%Q2 2017Q3 202321
First City Capital Management, Inc. 1290.02%0.20%0.58%Q1 2014Q3 202321
Aspen Investment Management Inc 1290.15%0.30%0.55%Q2 2013Q4 201921
LFA - Lugano Financial Advisors SA 1650.48%1.74%3.80%Q2 2018Q3 202321
Magnus Financial Group LLC 20200.00%0.38%0.98%Q4 2018Q3 202321
Parisi Gray Wealth Management 1740.58%1.81%2.71%Q4 2017Q3 202321
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.01%0.17%0.52%Q2 2013Q1 202121
United Asset Strategies, Inc. 1010.08%0.79%2.92%Q2 2013Q4 201921
Bridgecreek Investment Management, LLC 1290.12%0.85%1.35%Q2 2013Q4 201921
TIAA CREF INVESTMENT MANAGEMENT LLC 21210.01%0.02%0.04%Q2 2013Q2 201821
EXENCIAL WEALTH ADVISORS, LLC 1210.04%0.19%0.52%Q1 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.06%0.19%Q3 2018Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21211.13%2.14%2.85%Q4 2017Q4 202221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 2010.00%0.06%0.08%Q2 2013Q3 202321
Aptus Capital Advisors, LLC 17170.00%0.07%0.50%Q3 2019Q3 202321
Canton Hathaway, LLC 21210.01%0.55%1.11%Q3 2018Q3 202321
Ullmann Wealth Partners Group, LLC 21210.06%0.49%1.32%Q4 2016Q4 202121
Omnia Family Wealth, LLC 21210.18%1.86%3.47%Q4 2016Q4 202121
Sand Hill Global Advisors, LLC 1610.02%0.21%0.81%Q4 2014Q3 202321
FOSTER & MOTLEY INC 1210.02%0.09%0.24%Q4 2013Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.73%1.33%1.74%Q3 2018Q3 202321
TAURUS ASSET MANAGEMENT, LLC 21210.03%0.04%0.05%Q4 2017Q4 202221
NATIXIS 710.00%0.17%0.51%Q2 2013Q3 202321
FLOW TRADERS U.S. LLC 410.09%5.86%28.34%Q2 2013Q1 202321
Peachtree Investment Advisors, Inc. 21210.16%0.60%1.86%Q4 2013Q4 201821
TD Capital Management LLC 1420.00%0.00%0.00%Q2 2013Q3 202321
Estate Counselors, LLC 1430.01%1.36%4.94%Q1 2015Q4 202221
Members Trust Co 1420.01%0.03%0.06%Q2 2016Q3 202321
Western Wealth Management, LLC 1180.00%0.13%0.39%Q4 2018Q3 202321
FinTrust Capital Advisors, LLC 20200.02%0.22%0.46%Q4 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.34%0.50%0.65%Q4 2018Q3 202320
Sonora Investment Management, LLC 1320.00%0.00%0.00%Q3 2015Q3 202120
Great Point Wealth Advisors, LLC 20200.08%0.18%0.42%Q4 2018Q3 202320
Boltwood Capital Management 1550.12%0.17%0.37%Q3 2017Q4 202320
Beacon Pointe Advisors, LLC 20200.05%0.12%0.29%Q4 2018Q3 202320
GAM Holding AG 18180.00%0.08%0.27%Q2 2013Q3 201720
QCM Cayman, Ltd. 910.09%2.42%13.25%Q1 2014Q2 202220
WealthOne, LLC 20200.21%0.58%1.37%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.71%0.91%1.35%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.07%0.18%Q4 2013Q3 201820
Cedar Brook Financial Partners, LLC 20200.20%0.31%0.49%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.02%0.06%Q4 2018Q3 202320
Zurcher Kantonalbank (Zurich Cantonalbank) 1190.00%0.25%0.78%Q4 2011Q4 201820
ATWOOD & PALMER INC 20200.02%1.31%2.04%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.08%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.03%0.58%1.45%Q4 2018Q3 202320
Robertson Stephens Wealth Management, LLC 20200.32%1.25%2.32%Q4 2018Q3 202320
UMB Bank, n.a. 1190.00%0.01%0.03%Q3 2016Q3 202320
American Portfolios Advisors 20200.06%0.13%0.35%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.01%0.20%0.36%Q3 2017Q2 202220
CAMG Solamere Management, LLC 20200.13%0.39%2.18%Q4 2016Q3 202120
Solstein Capital, LLC 1410.00%0.63%1.86%Q2 2018Q3 202320
Fernwood Investment Management, LLC 20200.10%0.29%0.62%Q4 2017Q3 202220
Busey Bank 1510.01%0.04%0.06%Q2 2013Q2 202220
Salomon & Ludwin, LLC 20200.95%2.00%4.15%Q4 2018Q3 202320
Beirne Wealth Consulting Services, LLC 20200.19%1.26%8.36%Q4 2018Q3 202320
TWIN FOCUS CAPITAL PARTNERS, LLC 850.18%0.40%0.76%Q2 2013Q3 202320
Private Portfolio Partners LLC 20200.93%1.44%2.55%Q4 2018Q3 202320
STERLING INVESTMENT ADVISORS LLC /ADV 1110.12%0.18%0.22%Q4 2014Q4 202120
Virtu KCG Holdings LLC 16160.01%0.14%1.37%Q3 2013Q2 201720
Vivaldi Capital Management LP 20200.08%0.12%0.19%Q4 2018Q3 202320
BREMER TRUST NATIONAL ASSOCIATION 20200.10%0.97%1.71%Q1 2014Q4 201820
BlackRock Institutional Trust Company, N.A. 15150.00%0.08%0.14%Q2 2013Q4 201620
Wealthspire Advisors, L.P. 20200.01%0.13%0.25%Q4 2015Q3 202020
Traverso Chambers Private Wealth Management, LLC 20200.16%0.24%0.33%Q4 2018Q3 202320
NOMURA ASSET MANAGEMENT CO LTD 720.00%0.03%0.13%Q1 2016Q2 202320
Keeley-Teton Advisors, LLC 20200.04%0.07%0.12%Q4 2018Q3 202320
Perella Weinberg Partners Capital Management LP 1210.85%2.36%4.07%Q2 2013Q2 202120
BHK Investment Advisors, LLC 20200.12%0.99%2.26%Q4 2017Q3 202220
Good Life Advisors, LLC 20200.03%0.23%0.59%Q2 2017Q1 202220
Miracle Mile Advisors, LLC 20200.09%0.21%0.47%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20200.13%0.34%0.52%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.00%0.05%0.09%Q4 2013Q3 201820
JSF Financial, LLC 20200.33%1.26%2.46%Q4 2018Q3 202320
Zurich Insurance Group Ltd/FI 1910.00%0.00%0.01%Q1 2017Q1 202220
Lindbrook Capital, LLC 20200.01%0.03%0.10%Q4 2018Q3 202320
UBP Investment Advisors SA 20204.30%6.89%8.17%Q4 2017Q3 202220
Jackson Hole Capital Partners, LLC 20200.01%0.08%0.18%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.03%0.10%0.14%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.01%0.77%1.56%Q4 2018Q3 202320
PEOPLES FINANCIAL SERVICES CORP. 20200.01%0.01%0.03%Q2 2015Q1 202020
Full Sail Capital, LLC 20200.21%0.74%2.65%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.40%1.84%Q4 2014Q3 201920
FAIRFIELD, BUSH & CO. 1410.03%0.11%0.22%Q3 2016Q2 202320
Huntington Steele LLC 20200.55%0.80%1.09%Q2 2013Q1 201820
Camarda Financial Advisors, LLC 1420.00%0.52%4.28%Q2 2013Q2 202119
PFG Advisors 850.03%0.10%0.25%Q1 2018Q3 202319
ONTARIO TEACHERS PENSION PLAN BOARD 1720.44%7.65%16.36%Q2 2013Q3 201819
BOSTON ADVISORS LLC 1630.01%0.07%0.11%Q2 2013Q3 201919
JOHN G ULLMAN & ASSOCIATES INC 1090.05%0.27%0.67%Q2 2013Q4 201919
CHEMICAL BANK 19190.05%0.09%0.16%Q4 2014Q2 201919
Invesco Ltd. 910.00%0.00%0.02%Q2 2013Q4 202119
ROCKEFELLER FINANCIAL SERVICES INC 19190.02%0.06%0.15%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.03%0.08%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.31%0.67%1.28%Q1 2019Q3 202319
VALLEY NATIONAL ADVISERS INC 1810.00%0.01%0.03%Q4 2014Q3 202119
PICTET ASSET MANAGEMENT LTD 1110.00%0.10%0.38%Q2 2013Q4 201919
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.16%0.31%Q3 2018Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.11%0.22%Q1 2019Q3 202319
Hills Bank & Trust Co 19190.03%0.06%0.09%Q1 2019Q3 202319
Independence Trust CO 19190.28%0.43%0.64%Q2 2013Q4 201719
WINTRUST INVESTMENTS LLC 1140.03%0.08%0.35%Q1 2017Q3 202319
Stellar Capital Management, LLC 1510.13%0.26%0.36%Q4 2013Q2 202019
SII INVESTMENTS INC/WI 19190.12%0.57%2.24%Q2 2013Q4 201719
Passport Capital, LLC 1510.01%5.62%19.92%Q2 2013Q2 201719
Beaumont Financial Partners, LLC 1510.03%0.41%3.07%Q2 2013Q3 202219
Liberty Capital Management, Inc. 19190.01%0.65%1.10%Q2 2013Q4 201719
Schoolcraft Capital LLC 19190.55%0.98%1.40%Q1 2019Q3 202319
Palisade Asset Management, LLC 19190.03%0.04%0.06%Q4 2017Q2 202219
Private Wealth Advisors, Inc. 19190.23%0.77%1.15%Q1 2015Q3 201919
Lenox Wealth Management, Inc. 19190.07%0.11%0.16%Q4 2015Q2 202019
Stillwater Capital Advisors, LLC 1110.04%0.07%0.18%Q3 2014Q3 202319
Kingfisher Capital LLC 1210.03%1.26%4.20%Q2 2013Q3 202119
NATIONAL PLANNING CORP 19190.08%0.44%1.66%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19190.03%0.09%0.20%Q2 2013Q4 201719
XR Securities LLC 510.00%0.58%8.62%Q1 2018Q4 202119
PICTET BANK & TRUST Ltd 19190.11%0.55%1.11%Q3 2015Q1 202019
TSFG, LLC 19190.04%0.10%0.19%Q1 2019Q3 202319
PRIVATE CAPITAL MANAGEMENT LLC 1630.08%0.21%0.40%Q4 2018Q3 202319
WADDELL & ASSOCIATES, LLC 1360.11%0.61%2.46%Q4 2018Q3 202319
Bremer Bank National Association 19190.76%1.37%1.86%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.06%0.12%0.23%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.07%0.18%0.52%Q1 2019Q3 202319
MA Private Wealth 1540.11%0.26%0.46%Q4 2018Q3 202319
TimeScale Financial, Inc. 19190.00%0.03%0.16%Q4 2018Q2 202319
Strategic Investment Advisors / MI 1810.07%1.96%4.34%Q4 2018Q3 202319
Hefren-Tillotson, Inc. 19190.04%0.67%11.07%Q4 2013Q2 201819
McGuire Investment Group, LLC 19190.05%0.11%0.17%Q3 2018Q1 202319
Balentine LLC 810.00%0.01%0.06%Q1 2015Q2 202319
Dougherty Wealth Advisers LLC 19190.06%0.23%0.89%Q4 2018Q2 202319
Foundations Investment Advisors, LLC 820.02%0.82%4.75%Q2 2018Q3 202319
First National Bank of South Miami 19190.01%0.02%0.03%Q4 2018Q2 202319
Private Capital Group, LLC 19190.05%0.14%0.25%Q4 2017Q2 202219
Titus Wealth Management 19190.76%1.72%7.93%Q4 2017Q2 202219
180 WEALTH ADVISORS, LLC 19190.07%0.11%0.17%Q1 2019Q3 202319
Syntal Capital Partners, LLC 19191.56%5.13%10.25%Q1 2014Q3 201819
Trust Asset Management LLC 1210.00%5.01%11.31%Q3 2011Q3 201819
Legacy Financial Advisors, Inc. 19190.11%0.23%0.77%Q4 2017Q2 202219
Investors Research Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
Midwest Professional Planners, LTD. 1330.24%1.96%5.30%Q4 2017Q3 202319
Karp Capital Management Corp 840.03%1.76%2.57%Q3 2016Q2 202219
WealthPLAN Partners, LLC 1210.00%0.30%0.62%Q1 2015Q2 202319
Svenska Handelsbanken AB (publ) 1270.20%0.64%2.61%Q1 2017Q4 202119
Ellevest, Inc. 19190.02%0.04%0.10%Q1 2019Q3 202319
Brightworth 1510.03%0.15%0.75%Q4 2015Q2 202219
Truvvo Partners LLC 1510.10%1.26%7.88%Q4 2016Q2 202219
V Wealth Advisors LLC 1020.04%0.11%0.24%Q1 2017Q2 202319
Summit X, LLC 1110.02%0.19%0.34%Q2 2017Q1 202319
Mint Tower Capital Management B.V. 910.01%0.91%3.69%Q4 2017Q4 202219
GenTrust, LLC 1540.02%0.14%0.22%Q4 2016Q3 202219
SVB WEALTH LLC 18180.00%0.14%0.46%Q2 2019Q3 202318
East Coast Asset Management, LLC. 1710.06%0.21%0.39%Q4 2012Q3 201718
Edge Wealth Management LLC 1320.00%0.02%0.16%Q2 2013Q2 202018
UBS AG 660.22%0.53%1.15%Q2 2013Q3 201418
American Research & Management Co. 1080.00%0.00%0.01%Q2 2013Q3 202218
Capital Advisory Group Advisory Services, LLC 18180.08%0.13%0.23%Q1 2018Q2 202218
Avondale Wealth Management 18180.02%0.06%0.09%Q4 2018Q1 202318
BTC Capital Management, Inc. 1610.02%0.04%0.11%Q1 2018Q1 202318
BRINKER CAPITAL INC 1510.02%0.12%0.51%Q2 2013Q2 202018
RAY GERALD L & ASSOCIATES LTD 18180.05%0.16%0.31%Q2 2013Q3 201718
BlackRock Investment Management, LLC 15150.00%0.03%0.11%Q2 2013Q4 201618
CAZ INVESTMENTS LP 1530.22%2.05%17.95%Q4 2014Q3 202318
Ifrah Financial Services, Inc. 1010.04%1.11%2.08%Q2 2013Q4 202118
DAVIDSON & GARRARD INC 18180.30%0.63%1.18%Q2 2013Q3 201718
PDS Planning, Inc 1620.02%0.14%0.36%Q3 2018Q2 202318
FIFTH THIRD SECURITIES, INC. 810.11%0.28%0.50%Q1 2016Q3 202318
Liberty Mutual Group Asset Management Inc. 18180.29%9.00%14.73%Q1 2018Q2 202218
Personal Capital Advisors Corp 1710.00%0.00%0.01%Q1 2017Q2 202218
GYL FINANCIAL SYNERGIES, LLC 1260.04%0.28%0.81%Q4 2018Q3 202318
BRAVE ASSET MANAGEMENT INC 1260.00%0.49%2.58%Q4 2013Q2 201818
BLUEFIN CAPITAL MANAGEMENT, LLC 420.00%4.08%35.66%Q4 2020Q3 202318
JANICZEK WEALTH MANAGEMENT, LLC 1410.00%0.03%0.08%Q2 2018Q3 202318
STRATEGIC INVESTMENT MANAGEMENT, LLC 1610.52%38.40%82.06%Q2 2013Q2 202118
Corbenic Partners LLC 1710.03%1.28%4.09%Q4 2013Q4 201918
SP Asset Management 18180.47%0.66%0.96%Q2 2018Q3 202218
US FINANCIAL ADVISORS, LLC 1260.06%1.94%3.82%Q4 2014Q3 202318
Commonwealth Equity Services, Inc 18180.13%0.26%0.55%Q2 2013Q3 201718
DELTEC ASSET MANAGEMENT LLC 1620.05%0.12%0.23%Q2 2013Q2 202118
Hochman Cole Investment Advisors, Inc. 18180.12%0.19%0.25%Q2 2017Q3 202118
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.04%0.10%0.20%Q2 2019Q3 202318
Carlton Hofferkamp & Jenks Wealth Management, LLC 1210.08%0.17%0.55%Q4 2015Q1 202218
Regal Wealth Group, Inc. 1710.00%0.08%0.16%Q4 2015Q1 202118
IFG Advisory, LLC 1710.11%0.32%1.56%Q4 2017Q3 202318
Orbitronix, LP 810.16%2.15%6.26%Q2 2013Q2 201618
CERTUITY, LLC 16160.03%0.15%0.28%Q4 2019Q3 202318
NORRIS PERNE & FRENCH LLP/MI 1110.03%0.42%1.35%Q1 2014Q3 202118
Bienville Capital Management, LLC 750.02%4.13%25.28%Q4 2018Q4 202118
One Capital Management, LLC 1440.01%0.59%1.53%Q1 2014Q3 202318
Concert Wealth Management Inc. 17170.00%0.15%0.37%Q2 2013Q2 201718
TOTH FINANCIAL ADVISORY CORP 1620.01%0.02%0.03%Q4 2017Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.11%0.18%0.30%Q2 2013Q3 201718
Mascoma Wealth Management LLC 910.00%0.03%0.07%Q1 2017Q3 202318
Rikoon Group, LLC 18180.08%0.12%0.16%Q4 2016Q1 202118
Independence Advisors, LLC 18180.32%0.56%0.84%Q2 2016Q3 202018
Financial Advantage, Inc. 1610.04%0.08%0.50%Q4 2015Q3 202218
Fusion Family Wealth LLC 18180.00%0.07%0.18%Q4 2016Q1 202118
Brouwer & Janachowski, LLC 18180.05%0.36%0.88%Q4 2013Q1 201818
CAPITAL GUARDIAN TRUST CO 1620.00%0.04%0.21%Q2 2013Q4 201818
SUMMIT FINANCIAL GROUP, INC. 18181.52%1.83%2.29%Q2 2019Q3 202318
CIM, LLC 810.04%0.08%0.12%Q2 2018Q4 202217
HRT FINANCIAL LP 310.02%0.75%3.13%Q2 2015Q2 202317
Burleson & Company, LLC 17170.02%0.32%1.11%Q4 2018Q4 202217
1st Global Advisors, Inc. 17170.39%0.52%0.74%Q2 2013Q2 201717
LMCG INVESTMENTS, LLC 1070.36%0.59%1.06%Q2 2013Q3 202317
OLD MISSION CAPITAL LLC 510.01%8.40%50.08%Q4 2014Q3 202317
WFG Advisors, LP 17170.03%0.06%0.09%Q2 2013Q2 201717
WP Advisors, LLC 1340.17%2.20%3.82%Q4 2016Q3 202217
Centiva Capital, LP 810.02%0.71%3.31%Q1 2018Q4 202017
Lee Financial Co 980.00%0.04%0.12%Q4 2016Q3 202317
DT Investment Partners, LLC 1610.07%0.33%0.59%Q2 2015Q3 202317
Adero Partners, LLC 16160.02%0.17%0.53%Q4 2019Q3 202317
Destination Wealth Management 1160.00%1.01%3.12%Q1 2013Q2 201917
Global Wealth Management Investment Advisory, Inc. 1520.00%0.06%0.88%Q4 2018Q3 202317
Arvest Bank Trust Division 17170.02%1.13%1.42%Q3 2014Q3 201817
New England Private Wealth Advisors LLC 17170.24%0.51%0.61%Q1 2017Q1 202117
CAPE ANN SAVINGS BANK 1610.15%0.56%0.98%Q2 2013Q4 202017
FIRST MERCHANTS CORP 17170.13%0.34%0.78%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.09%0.18%0.36%Q3 2019Q3 202317
Winfield Associates, Inc. 17170.00%0.03%0.22%Q4 2013Q4 201717
Summit Financial Strategies, Inc. 1520.07%0.19%0.35%Q3 2015Q3 202317
Bedel Financial Consulting, Inc. 1430.00%0.05%0.15%Q4 2018Q2 202317
Marble Harbor Investment Counsel, LLC 1510.13%0.29%1.74%Q3 2015Q3 202317
ARMSTRONG SHAW ASSOCIATES INC/CT 1430.22%0.40%0.62%Q2 2019Q3 202317
Betterment LLC 1160.00%0.05%0.14%Q4 2014Q1 202017
State of New Jersey Common Pension Fund D 1070.02%3.77%42.05%Q1 2014Q2 201817
MARIETTA INVESTMENT PARTNERS LLC 1310.08%0.11%0.21%Q2 2013Q1 201917
Gladstone Institutional Advisory LLC 17170.03%0.06%0.14%Q3 2019Q3 202317
Laurel Wealth Advisors, Inc. 810.05%0.08%0.12%Q4 2016Q4 202217
SIMPLEX TRADING, LLC 310.00%0.17%1.26%Q2 2015Q1 202317
McKinley Carter Wealth Services, Inc. 1160.05%0.24%0.66%Q2 2013Q3 202317
BKS ADVISORS, LLC 17170.94%1.35%2.44%Q1 2015Q1 201917
Advisors Preferred, LLC 510.12%5.51%13.92%Q3 2014Q1 202317
Probity Advisors, Inc. 1010.04%0.10%0.22%Q2 2016Q4 202117
Ironwood Wealth Management, LLC. 810.00%0.01%0.02%Q3 2017Q3 202317
TEACHERS ADVISORS, LLC 17170.00%0.03%0.08%Q2 2013Q2 201717
RONALD BLUE & CO LLC 17170.04%0.12%0.50%Q2 2013Q2 201717
Sharkey, Howes & Javer 1610.00%0.01%0.03%Q1 2015Q2 201917
Financial Advisors Network, Inc. 1110.14%0.59%0.96%Q4 2018Q3 202317
Pekin Hardy Strauss, Inc. 1160.03%0.08%0.13%Q3 2017Q4 202117
Csenge Advisory Group 1250.02%0.39%0.80%Q3 2017Q3 202317
Vontobel Swiss Wealth Advisors AG 980.12%2.94%7.78%Q4 2014Q2 202117
Geneva Advisors, LLC 17170.05%0.06%0.08%Q2 2013Q2 201717
SteelPeak Wealth, LLC 16160.30%0.49%0.83%Q4 2019Q3 202316
Meridian Wealth Management, LLC 1330.06%0.32%0.68%Q2 2019Q3 202316
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1510.01%0.07%0.35%Q2 2014Q4 202016
XML Financial, LLC 16160.14%0.40%0.92%Q4 2019Q3 202316
Moneda S.A. Administradora General de Fondos 16160.37%1.49%6.51%Q4 2019Q3 202316
MPS Loria Financial Planners, LLC 16160.56%0.75%1.01%Q2 2017Q1 202116
Triangle Securities Wealth Management 1510.01%0.11%0.14%Q2 2013Q3 202316
NWI MANAGEMENT LP 610.12%3.92%14.94%Q2 2015Q2 202116
WealthBridge Investment Counsel Inc. 16164.05%6.64%8.94%Q4 2019Q3 202316
SAGE FINANCIAL GROUP INC 810.06%0.27%1.26%Q4 2013Q1 202216
NorthRock Partners, LLC 740.02%0.05%0.09%Q4 2018Q3 202316
Halpern Financial, Inc. 16160.00%0.00%0.02%Q4 2019Q3 202316
Daiwa SB Investments Ltd. 615.06%7.39%10.63%Q3 2013Q1 201916
Hunting Hill Global Capital, LLC 210.07%2.33%11.60%Q2 2018Q3 202316
Glen Point Capital LLP 510.27%31.86%85.25%Q4 2016Q1 202116
Avion Wealth 16160.00%0.03%0.19%Q4 2019Q3 202316
Fulcrum Capital LLC 920.11%0.98%4.06%Q4 2017Q3 202316
Banque Cantonale Vaudoise 16160.01%0.02%0.02%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.09%0.50%1.49%Q3 2019Q3 202316
Independent Family Office, LLC 16160.88%1.29%1.71%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.15%0.46%Q4 2019Q3 202316
Exchange Capital Management, Inc. 880.00%0.22%1.81%Q2 2013Q1 201816
Alpha Cubed Investments, LLC 1420.01%0.03%0.04%Q1 2019Q2 202316
Corient Capital Partners, LLC 910.04%0.05%0.09%Q4 2016Q3 202116
HCR Wealth Advisors 16160.02%0.13%0.32%Q4 2019Q3 202316
Arete Wealth Advisors, LLC 1110.02%0.34%1.79%Q4 2013Q2 202316
J.W. COLE ADVISORS, INC. 16160.10%1.49%20.70%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.03%0.08%Q4 2019Q3 202316
Live Your Vision, LLC 1150.02%1.48%3.58%Q3 2014Q1 201916
Altium Wealth Management LLC 1060.02%0.11%0.41%Q4 2017Q1 202216
STEPH & CO 16160.16%1.00%2.23%Q4 2019Q3 202316
NOESIS CAPITAL MANGEMENT CORP 16160.20%0.26%0.31%Q4 2019Q3 202316
BlackRock Group LTD 750.00%0.01%0.07%Q2 2013Q3 201616
Krilogy Financial LLC 1510.01%0.07%0.12%Q3 2015Q3 201916
IBERIABANK CORP 1420.06%0.54%2.40%Q4 2012Q2 202016
Larson Financial Group LLC 970.00%0.09%0.52%Q4 2018Q3 202316
Lehman & Derafelo Financial Resources LLC 1230.02%0.10%0.20%Q4 2018Q4 202216
MATRIX PRIVATE CAPITAL GROUP LLC 16160.09%0.14%0.19%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.08%0.49%1.10%Q4 2019Q3 202316
Cornerstone Investment Partners, LLC 1240.01%0.02%0.02%Q1 2017Q2 202116
FEDERATED HERMES, INC. 1010.00%0.00%0.01%Q2 2013Q3 202116
Optiver Holding B.V. 620.00%0.06%0.41%Q2 2021Q2 202316
FINANCIAL LIFE ADVISORS 910.11%0.17%0.31%Q4 2017Q3 202216
Center for Financial Planning, Inc. 16160.01%0.03%0.10%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.11%0.26%0.66%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.00%0.27%2.12%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.03%0.05%0.08%Q2 2013Q1 201716
HT Partners LLC 1510.16%4.41%5.94%Q4 2018Q3 202316
BALLAST ADVISORS LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.06%0.14%0.31%Q4 2019Q3 202316
Ellis Investment Partners, LLC 16160.01%0.05%0.12%Q4 2018Q3 202216
Column Capital Advisors, LLC 16160.03%0.05%0.06%Q4 2019Q3 202316
GLOBEFLEX CAPITAL L P 16160.08%0.26%0.86%Q3 2018Q2 202216
Carmichael Hill & Associates, Inc. 16160.03%0.06%0.14%Q4 2019Q3 202316
Optas, LLC 16160.10%0.13%0.15%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.01%2.86%10.17%Q2 2010Q3 202316
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1210.01%0.05%0.10%Q3 2016Q4 202216
Wade Financial Advisory, Inc 16160.18%0.34%0.52%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16161.29%1.42%1.55%Q4 2019Q3 202316
Cordant, Inc. 16160.12%0.40%0.62%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.02%0.05%0.09%Q4 2019Q3 202316
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 910.05%0.11%0.29%Q2 2013Q4 201716
Vigilant Capital Management, LLC 620.00%0.00%0.01%Q2 2013Q2 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.05%0.37%1.14%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.04%0.13%0.25%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.70%1.65%2.16%Q4 2019Q3 202316
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 880.19%0.58%1.42%Q4 2015Q4 201916
Virtu Financial LLC 410.03%1.41%5.95%Q3 2013Q1 201916
CVA Family Office, LLC 16160.05%0.12%0.28%Q4 2019Q3 202316
Pointe Capital Management LLC 1510.01%0.35%0.68%Q1 2015Q1 202316
PBMares Wealth Management LLC 16160.08%0.22%0.46%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.09%0.23%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.02%0.09%Q4 2019Q3 202316
Pine River Capital Management L.P. 1310.07%0.61%2.14%Q4 2013Q3 201716
AlphaCore Capital LLC 16160.00%0.70%5.29%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.32%0.43%0.54%Q2 2013Q1 201716
Arkadios Wealth Advisors 16160.02%0.15%0.40%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.12%0.27%0.73%Q4 2019Q3 202316
COHEN & STEERS, INC. 16160.00%0.01%0.02%Q1 2016Q4 201916
OSAIC HOLDINGS, INC. 15150.04%0.06%0.08%Q1 2020Q3 202315
OLD NATIONAL BANCORP /IN/ 720.02%0.08%0.37%Q2 2014Q3 202315
Weil Company, Inc. 830.12%0.56%1.86%Q1 2019Q3 202315
Virtus Fund Advisers, LLC 15150.00%0.02%0.05%Q2 2014Q4 201715
MARSHALL FINANCIAL GROUP INC /ADV 15150.09%0.20%0.35%Q4 2018Q2 202215
Ausdal Financial Partners, Inc. 510.08%0.17%0.58%Q4 2015Q3 202115
Camelot Portfolios, LLC 15150.15%0.47%0.89%Q4 2018Q2 202215
FIL Ltd 14140.01%0.03%0.19%Q2 2015Q3 201815
BRANDES INVESTMENT PARTNERS, LP 710.00%0.05%0.19%Q4 2013Q4 202015
LifePlan Financial Group, Inc 1140.00%0.01%0.03%Q2 2013Q3 202015
Clear Harbor Asset Management, LLC 910.00%0.18%0.79%Q3 2018Q3 202315
Ashmore Group plc 1230.00%2.11%25.39%Q1 2013Q4 201615
Disciplined Investments, LLC 15150.00%0.27%0.58%Q4 2019Q2 202315
Rosenberg Matthew Hamilton 15150.01%0.04%0.08%Q1 2020Q3 202315
Darwin Wealth Management, LLC 810.01%1.44%3.79%Q2 2016Q4 202215
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1230.01%0.23%0.56%Q3 2019Q3 202315
Proficio Capital Partners LLC 15150.03%0.35%1.13%Q4 2015Q2 201915
CIBC WORLD MARKETS CORP 610.01%0.22%1.34%Q3 2016Q3 202315
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 910.00%0.03%0.09%Q4 2013Q4 201715
NIPPON LIFE INSURANCE CO 15150.31%1.70%2.50%Q2 2013Q4 201615
MARCO INVESTMENT MANAGEMENT LLC 1140.02%0.10%0.19%Q2 2013Q3 201715
HighMark Wealth Management LLC 15150.05%0.08%0.14%Q4 2019Q2 202315
BlackRock Japan Co. Ltd 15150.04%0.10%0.15%Q2 2013Q4 201615
Quantitative Investment Management, LLC 410.07%3.61%14.44%Q3 2013Q2 202115
TOBIAS FINANCIAL ADVISORS, INC. 870.26%0.84%2.85%Q4 2019Q3 202315
Edgestream Partners, L.P. 510.04%0.33%1.01%Q2 2014Q3 202315
Key FInancial Inc 15150.10%0.19%0.24%Q1 2020Q3 202315
AXA S.A. 15150.00%0.01%0.02%Q2 2013Q4 201615
ISTHMUS PARTNERS, LLC 1140.01%0.33%1.52%Q4 2014Q3 202315
Peterson Wealth Advisors, LLC 15150.06%0.12%0.38%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 810.02%0.19%0.49%Q2 2013Q1 201915
Capital Bank & Trust Co 15150.00%0.01%0.01%Q2 2017Q4 202015
ATTICUS WEALTH MANAGEMENT, LLC 1140.00%0.48%1.41%Q4 2019Q3 202315
INTEGRATED WEALTH COUNSEL, LLC 15150.16%0.87%6.64%Q2 2013Q4 201615
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 610.00%0.00%0.01%Q2 2013Q2 202315
CenterStar Asset Management, LLC 220.00%0.30%1.63%Q4 2018Q3 202215
Trellis Advisors, LLC 15150.54%0.73%0.94%Q1 2020Q3 202315
Relyea Zuckerberg Hanson LLC 15150.21%0.58%1.25%Q1 2020Q3 202315
PANAGORA ASSET MANAGEMENT INC 1410.00%0.03%0.21%Q2 2013Q3 201715
PrairieView Partners, LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
Savior LLC 1050.00%2.66%19.35%Q4 2019Q3 202315
Salient Capital Advisors, LLC 1020.00%0.05%0.20%Q2 2013Q2 201715
AVALON CAPITAL MANAGEMENT 510.16%3.19%10.95%Q4 2013Q2 202115
NORTHWEST WEALTH MANAGEMENT, LLC 15150.41%0.67%0.98%Q1 2020Q3 202315
Stonehage Fleming Financial Services Holdings Ltd 520.00%0.05%0.27%Q4 2014Q3 202315
Avidian Wealth Solutions, LLC 1110.02%5.79%14.20%Q4 2016Q3 202315
Advisor Group, Inc. 15150.10%0.20%0.26%Q2 2016Q4 201915
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.06%0.18%Q1 2020Q3 202315
Realta Investment Advisors 1140.02%0.06%0.10%Q1 2019Q3 202315
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.00%0.01%0.02%Q2 2017Q4 202015
Daniel Devine & Co 15151.75%2.17%2.61%Q4 2014Q2 201815
Occidental Asset Management, LLC 1110.06%0.25%0.44%Q2 2016Q2 202315
MSI Financial Services Inc 15150.08%0.14%0.22%Q2 2013Q4 201615
ERn Financial, LLC 15150.32%1.25%2.69%Q1 2020Q3 202315
Financial Engines Advisors L.L.C. 15150.00%0.00%0.01%Q1 2020Q3 202315
Serengeti Asset Management LP 1211.23%6.35%13.31%Q1 2014Q3 201915
WESTPORT ASSET MANAGEMENT INC 15154.13%4.58%5.61%Q1 2020Q3 202315
SHEPHERD KAPLAN KROCHUK, LLC 1110.04%0.33%0.59%Q3 2013Q2 202115
BOSTON RESEARCH & MANAGEMENT INC 15150.11%1.17%1.87%Q2 2013Q4 201615
RESTON WEALTH MANAGEMENT LLC 15150.24%0.37%0.84%Q4 2018Q2 202215
Braver Wealth Management, LLC 15150.15%1.15%1.93%Q2 2013Q4 201615
Premise Capital, LLC 1320.01%3.42%8.54%Q4 2015Q4 201915
B. Riley Wealth Management, Inc. 710.00%0.07%0.22%Q1 2014Q2 202215
Northeast Financial Consultants Inc 740.01%0.05%0.13%Q4 2017Q1 202215
Granite Point Capital Management, L.P. 410.04%2.20%9.52%Q2 2015Q1 202115
FMA ADVISORY INC 15150.12%0.28%0.57%Q3 2017Q1 202115
Ziegler Capital Management, LLC 15150.05%0.06%0.12%Q1 2020Q3 202315
BRR OpCo, LLC 15150.03%0.06%0.08%Q1 2019Q3 202215
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 15151.36%1.60%1.76%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.01%0.04%0.10%Q2 2013Q4 201615
Southern Wealth Management, LLP 14140.71%2.82%4.87%Q4 2019Q1 202314
BRIDGES INVESTMENT COUNSEL INC/ 14140.26%0.66%1.10%Q2 2013Q3 201614
FNY Managed Accounts LLC 810.00%0.09%0.81%Q2 2013Q1 201714
AVIVA PLC 14140.01%0.02%0.04%Q2 2013Q3 201614
Chanos & Co LP 710.43%3.13%4.84%Q2 2013Q3 202014
QS Investors, LLC 510.00%0.02%0.20%Q2 2013Q4 202014
Heritage Wealth Advisors 14140.00%0.14%0.32%Q2 2020Q3 202314
THORNBURG INVESTMENT MANAGEMENT INC 1210.00%0.01%0.09%Q3 2014Q3 202314
Turim 21 Investimentos Ltda. 910.02%0.33%2.12%Q1 2018Q3 202314
Bridgewater Advisors Inc. 1130.14%0.65%1.96%Q4 2013Q3 202314
Valiant Capital Management, L.P. 1114.30%10.71%19.60%Q3 2013Q3 202214
Cordasco Financial Network 770.04%0.16%0.30%Q1 2017Q2 202214
EMERGING SOVEREIGN GROUP LLC 430.31%3.19%17.14%Q2 2013Q1 201814
NORTHSTAR WEALTH PARTNERS LLC 860.14%0.33%0.52%Q1 2017Q3 202014
Clarity Wealth Advisors, LLC 14141.06%1.89%2.24%Q2 2020Q3 202314
Graticule Asia Macro Advisors LLC 510.02%2.15%9.84%Q1 2015Q2 202114
STATE OF WISCONSIN INVESTMENT BOARD 1310.00%0.28%1.34%Q4 2013Q3 202314
FNY Investment Advisers, LLC 310.00%0.07%0.41%Q2 2018Q4 202214
Truvestments Capital LLC 810.00%0.14%0.50%Q2 2018Q2 202214
MATHER GROUP, LLC. 14140.02%0.03%0.05%Q2 2020Q3 202314
Independent Portfolio Consultants, Inc. 14140.00%0.18%0.67%Q1 2014Q2 201714
Board of Trustees of The Leland Stanford Junior University 910.54%18.99%39.57%Q2 2013Q3 202314
Polar Asset Management Partners Inc. 510.01%0.15%0.76%Q4 2015Q3 202114
KILEY JUERGENS WEALTH MANAGEMENT, LLC 910.20%0.40%0.64%Q4 2017Q2 202214
Gerstein Fisher 14140.13%2.98%8.33%Q2 2013Q3 201614
Lombard Odier Asset Management (USA) Corp 510.13%2.34%6.15%Q3 2016Q2 202314
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 14141.09%1.96%5.41%Q4 2013Q1 201714
CAUSEWAY CAPITAL MANAGEMENT LLC 610.01%0.33%0.88%Q4 2013Q4 201914
Blue Chip Partners, LLC 1310.02%0.49%0.64%Q4 2016Q1 202114
BW Gestao de Investimentos Ltda. 411.13%4.53%16.25%Q4 2013Q3 202314
Brandywine Global Investment Management, LLC 730.01%0.03%0.07%Q2 2013Q4 201914
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1310.07%0.13%0.27%Q4 2015Q1 202014
Wealthstreet Investment Advisors, LLC 14140.15%0.23%0.41%Q4 2017Q1 202114
AQR Capital Management 720.00%0.00%0.02%Q4 2014Q3 201814
Somerset Group LLC 860.70%1.02%1.65%Q2 2013Q4 201714
CONNORS INVESTOR SERVICES INC 14140.08%0.11%0.16%Q2 2013Q3 201614
Private Vista, LLC 610.06%0.19%0.52%Q4 2015Q2 202014
Riverpoint Wealth Management Holdings, LLC 1310.01%0.41%0.54%Q4 2016Q4 202214
Boothe Investment Group, Inc. 14140.35%0.56%0.78%Q2 2020Q3 202314
Grace Capital 14140.10%0.14%0.26%Q2 2018Q3 202114
Bruderman Asset Management, LLC 810.01%0.01%0.02%Q1 2015Q1 201914
Argentus Capital Management, LLC 810.05%0.28%0.52%Q2 2013Q3 201614
Assured Investment Management LLC 410.06%0.29%1.02%Q4 2014Q4 201814
ClariVest Asset Management LLC 770.01%0.13%0.20%Q1 2018Q3 202114
Private Wealth Group, LLC 1110.42%1.93%7.12%Q4 2017Q3 202314
DAVIDSON TRUST CO 14140.20%0.39%0.52%Q2 2020Q3 202314
NAVELLIER & ASSOCIATES INC 410.05%0.38%1.21%Q3 2012Q3 202314
MEANS INVESTMENT CO., INC. 12120.00%0.41%1.57%Q4 2018Q3 202114
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1040.02%0.08%0.14%Q1 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 610.00%0.01%0.02%Q2 2013Q4 201814
MANAGED ASSET PORTFOLIOS, LLC 14140.06%0.10%0.14%Q3 2018Q4 202114
Progeny 3, Inc. 510.40%12.50%48.56%Q2 2013Q4 201914
Clear Creek Financial Management, LLC 1010.03%0.48%1.11%Q2 2019Q3 202314
LBA Wealth Management, LLC 14140.03%1.32%3.46%Q4 2013Q1 201714
INVERNESS COUNSEL LLC /NY/ 810.01%0.02%0.04%Q4 2014Q2 202214
Fluent Financial, LLC 1010.79%1.88%2.79%Q4 2017Q3 202313
FORESTERS ASSET MANAGEMENT INC. 13131.84%2.26%2.69%Q2 2016Q2 201913
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.03%Q2 2017Q3 202313
Crabel Capital Management, LLC 510.15%0.28%0.42%Q1 2018Q3 202313
Bank Pictet & Cie (Europe) AG 510.07%0.36%1.00%Q4 2013Q2 201913
WESTPORT RESOURCES MANAGEMENT INC 13130.02%0.03%0.08%Q2 2013Q2 201613
Sepio Capital, LP 13130.02%0.03%0.06%Q4 2018Q4 202113
GLG Partners LP 510.03%0.73%2.49%Q2 2013Q3 201613
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 13130.03%0.06%0.07%Q2 2019Q2 202213
LETKO, BROSSEAU & ASSOCIATES INC 13130.09%0.14%0.15%Q2 2013Q2 201613
Investors Capital Advisory Services 13130.08%0.13%0.17%Q2 2013Q2 201613
Banco BTG Pactual S.A. 510.00%0.37%2.30%Q2 2018Q2 202313
IFG Advisors, LLC 620.08%0.16%0.41%Q3 2019Q3 202313
MBB PUBLIC MARKETS I LLC 880.01%0.07%0.18%Q4 2021Q3 202313
Kestra Advisory Services, LLC 13130.05%0.11%0.17%Q3 2020Q3 202313
Parcion Private Wealth LLC 760.03%0.25%0.54%Q2 2020Q3 202313
LWS Wealth Advisors, Inc. 1210.09%0.30%1.01%Q4 2019Q3 202313
Spears Abacus Advisors LLC 13130.02%0.03%0.03%Q4 2018Q4 202113
KANALY TRUST CO 13130.01%0.01%0.01%Q4 2013Q4 201613
Zions Bancorporation 13130.03%0.04%0.07%Q1 2015Q1 201813
VSR Financial Services, Inc. 13130.17%0.50%1.43%Q2 2013Q2 201613
Glovista Investments LLC 310.05%0.77%2.38%Q2 2013Q2 202313
Glassman Wealth Services 910.00%0.01%0.03%Q2 2015Q3 202113
Cornerstone Advisors, Inc. 810.01%0.36%1.74%Q2 2013Q3 202013
KELLEHER FINANCIAL ADVISORS 13130.11%0.16%0.21%Q3 2013Q3 201613
Gilbert & Cook, Inc. 13130.07%0.17%0.22%Q4 2016Q4 201913
New Harbor Financial Group, LLC 533.00%9.94%13.29%Q4 2020Q2 202313
GREENWOOD CAPITAL ASSOCIATES LLC 1030.19%1.53%3.54%Q2 2014Q1 201813
ACADIAN ASSET MANAGEMENT LLC 810.00%0.02%0.09%Q4 2018Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.05%0.09%Q3 2020Q3 202313
Clean Yield Group 1210.02%0.05%0.10%Q1 2015Q4 202013
Global Financial Private Capital, Inc 1210.02%0.62%0.92%Q1 2017Q2 202013
WESPAC Advisors SoCal, LLC 1030.01%0.01%0.02%Q4 2015Q1 201913
Water Oak Advisors LLC 1210.99%1.32%1.67%Q2 2017Q3 202013
GREAT VALLEY ADVISOR GROUP, INC. 13130.02%0.07%0.19%Q3 2020Q3 202313
SCHAFER CULLEN CAPITAL MANAGEMENT INC 410.00%0.05%0.17%Q4 2013Q4 202013
Axiom Investment Management LLC 760.04%0.16%0.34%Q1 2019Q4 202213
ISLAY CAPITAL MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
NS Partners Ltd 1010.05%0.25%1.13%Q4 2015Q2 202313
PagnatoKarp Partners LLC 13130.09%0.21%0.38%Q1 2017Q1 202013
Berkeley Capital Partners, LLC 510.15%0.54%3.73%Q4 2015Q4 202113
Hapanowicz & Associates Financial Services, Inc 13132.92%3.39%3.80%Q3 2018Q3 202113
Smart Portfolios, LLC 1120.07%1.81%5.08%Q1 2017Q3 202013
FAGAN ASSOCIATES, INC. 13130.28%0.63%0.82%Q1 2017Q1 202013
SEARLE & CO. 1210.06%0.11%0.16%Q3 2019Q2 202313
Stadion Money Management, LLC 410.02%0.23%1.02%Q3 2013Q2 201913
WEXFORD CAPITAL LP 510.07%1.28%3.87%Q3 2016Q4 202213
UNITED BANK, INC. 850.10%0.16%0.31%Q2 2013Q4 201613
Soros Fund Management 210.03%1.57%6.98%Q2 2013Q1 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.06%Q3 2020Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.01%0.02%Q2 2016Q2 201913
Hexagon Capital Partners LLC 13130.52%0.75%0.92%Q3 2020Q3 202313
Berkshire Bank 13130.08%0.15%0.22%Q3 2020Q3 202313
DENVER INVESTMENT ADVISORS LLC 13130.01%0.01%0.02%Q1 2015Q1 201813
Richard P Slaughter Associates Inc 13130.12%0.71%1.94%Q4 2020Q4 202313
Connecticut Wealth Management, LLC 310.03%0.11%0.52%Q3 2016Q3 202313
YHB Investment Advisors, Inc. 13130.06%0.18%0.33%Q3 2020Q3 202313
Baron Financial Group, LLC 13132.25%2.82%3.83%Q3 2020Q3 202313
Pinnacle Advisory Group, Inc. 810.02%0.06%0.07%Q2 2013Q1 202113
KING LUTHER CAPITAL MANAGEMENT CORP 910.00%0.00%0.01%Q2 2013Q4 201913
Essex Financial Services, Inc. 910.04%0.09%0.17%Q4 2016Q3 202213
VECTOR WEALTH MANAGEMENT, LLC 13130.16%0.73%1.31%Q4 2013Q4 201613
LMR Partners LLP 510.16%2.67%5.22%Q2 2014Q2 202213
Emerson Wealth, LLC 13130.34%0.39%0.45%Q2 2019Q2 202213
FIRST AMERICAN TRUST, FSB 520.03%0.07%0.10%Q2 2013Q1 202313
Wealth Alliance 1210.05%0.17%0.44%Q1 2020Q2 202313
Leonetti & Associates, LLC 850.40%0.77%2.19%Q3 2014Q4 201813
RAND WEALTH, LLC 630.02%0.04%0.06%Q2 2013Q3 201813
Lattice Strategies LLC 1110.28%1.80%3.08%Q2 2013Q4 201812
Accuvest Global Advisors 910.41%2.21%8.72%Q3 2016Q1 202112
CONSULTIVA WEALTH MANAGEMENT, CORP. 910.47%0.51%0.56%Q2 2019Q3 202312
Sage Mountain Advisors LLC 12120.04%0.10%0.18%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.10%0.42%1.14%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.06%0.12%0.22%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.27%0.90%1.10%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.22%0.38%0.57%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Bordeaux Wealth Advisors LLC 12120.14%0.42%0.84%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.11%0.30%0.57%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.09%0.16%0.29%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.10%0.25%0.52%Q4 2015Q3 201812
SOA Wealth Advisors, LLC. 12120.13%0.28%0.51%Q4 2020Q3 202312
MAPLELANE CAPITAL, LLC 310.00%1.34%3.77%Q3 2013Q3 201712
ACT WEALTH MANAGEMENT, LLC 12120.13%0.19%0.25%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.05%0.09%0.14%Q4 2020Q3 202312
Annandale Capital, LLC 12120.28%0.92%1.94%Q4 2020Q3 202312
Cypress Wealth Advisors LLC 840.24%2.96%5.50%Q2 2015Q2 201812
Willis Johnson & Associates, Inc. 12120.66%0.99%1.46%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.28%0.47%0.90%Q4 2019Q3 202312
Capital Wealth Alliance, LLC 710.06%0.62%1.50%Q4 2019Q3 202312
Aberdeen Wealth Management LLC 810.02%0.02%0.02%Q4 2019Q3 202312
Delphi Private Advisors LLC 12120.00%0.08%0.51%Q4 2015Q3 201812
Orion Portfolio Solutions, LLC 1020.00%0.02%0.04%Q4 2019Q3 202312
Price Wealth, LLC 12120.08%3.80%6.46%Q4 2017Q3 202012
First Command Bank 840.00%0.01%0.02%Q2 2018Q4 202112
Resolute Advisors LLC 12120.03%0.12%0.51%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.01%0.02%0.04%Q4 2019Q3 202212
Candriam S.C.A. 1010.00%0.03%0.06%Q4 2014Q4 201812
ATLAS CAPITAL ADVISORS LLC 1020.01%0.03%0.06%Q1 2018Q1 202112
Venture Visionary Partners LLC 12120.02%0.17%0.60%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.03%0.06%0.08%Q4 2020Q3 202312
Jabre Capital Partners S.A. 620.61%5.50%21.74%Q1 2014Q4 201812
New England Professional Planning Group Inc. 710.17%0.49%0.86%Q4 2014Q4 201912
Dana Investment Advisors, Inc. 12120.02%0.03%0.06%Q1 2020Q4 202212
TBH Global Asset Management, LLC 12120.07%0.11%0.14%Q3 2020Q2 202312
Alerus Investment Advisors Corp 12120.00%0.18%1.01%Q2 2013Q1 201612
COLTON GROOME FINANCIAL ADVISORS, LLC 1110.16%1.16%3.23%Q1 2020Q3 202312
Gunma Bank,Ltd. 12124.53%5.30%5.90%Q2 2013Q1 201612
Guidance Point Advisors, LLC 12120.09%0.32%0.37%Q4 2018Q3 202112
PDT Partners, LLC 310.01%0.22%0.84%Q2 2013Q1 201812
Parametric Risk Advisors LLC 12120.02%0.06%0.09%Q2 2013Q1 201612
Traynor Capital Management, Inc. 12120.07%0.12%0.17%Q1 2017Q4 201912
Mariner Wealth Advisors-Cincinnati, LLC 12120.09%2.08%4.13%Q4 2015Q3 201812
Stearns Financial Services Group 930.02%0.12%0.40%Q2 2013Q3 202012
EWG Elevate Inc. 750.10%1.11%2.80%Q1 2020Q3 202312
Clal Insurance Enterprises Holdings Ltd 720.00%0.72%5.15%Q4 2014Q2 202212
Evolution Wealth Advisors, LLC 810.02%0.16%0.28%Q1 2019Q3 202312
Sheaff Brock Investment Advisors, LLC 1020.02%0.02%0.03%Q3 2017Q2 202112
First Command Financial Services, Inc. 840.00%0.01%0.02%Q2 2018Q4 202112
LOOMIS SAYLES & CO L P 510.00%0.02%0.09%Q2 2013Q2 202312
Cornerstone Management, Inc. 930.11%0.39%0.52%Q4 2014Q1 202012
Vontobel Holding Ltd. 12120.48%0.64%1.02%Q4 2020Q3 202312
COWEN AND COMPANY, LLC 310.00%0.04%0.27%Q4 2019Q3 202312
CreativeOne Wealth, LLC 12120.05%0.07%0.17%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.04%0.10%0.25%Q4 2020Q3 202312
Maple Capital Management, Inc. 12120.07%0.15%0.21%Q1 2017Q4 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.06%0.08%Q4 2018Q3 202112
NewFocus Financial Group, LLC 840.08%0.42%1.03%Q1 2014Q4 202012
SouthState Corp 930.01%0.15%0.36%Q2 2013Q1 202212
EMERSON INVESTMENT MANAGEMENT, LLC 12120.29%0.45%0.63%Q2 2013Q1 201612
Rossmore Private Capital 660.06%0.14%0.35%Q4 2017Q3 202312
Certified Advisory Corp 1110.02%0.05%0.14%Q4 2017Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 750.04%0.07%0.18%Q4 2018Q4 202112
STRATEGY ASSET MANAGERS LLC 810.06%0.09%0.19%Q4 2019Q3 202312
Raab & Moskowitz Asset Management LLC 1010.02%0.65%1.05%Q4 2013Q4 201912
55I, LLC 1110.10%0.36%1.12%Q2 2019Q3 202212
CULLINAN ASSOCIATES INC 930.02%0.02%0.03%Q1 2015Q1 201812
CAPITAL ADVISORS INC/OK 930.02%0.02%0.03%Q4 2016Q4 201912
Kovack Advisors, Inc. 610.02%0.19%1.56%Q1 2013Q4 202112
Brick & Kyle, Associates 1020.07%0.12%0.28%Q4 2014Q1 202012
Colony Family Offices, LLC 12120.48%1.10%1.93%Q4 2020Q3 202312
CHURCHILL MANAGEMENT Corp 410.05%0.82%2.97%Q2 2014Q2 202312
Man Group plc 510.00%0.12%0.36%Q1 2018Q2 202312
Peak Capital Management LLC 12120.26%0.32%0.40%Q2 2017Q1 202012
Leucadia National 410.01%2.80%19.00%Q2 2017Q3 202312
BFSG, LLC 12120.16%0.40%0.58%Q1 2017Q4 201912
HIGHBRIDGE CAPITAL MANAGEMENT LLC 410.00%0.31%1.99%Q2 2013Q2 201912
Ilmarinen Mutual Pension Insurance Co 660.10%0.48%1.07%Q2 2020Q3 202312
NISA INVESTMENT ADVISORS, LLC 12120.24%0.42%0.48%Q2 2013Q1 201612
Fortis Advisors, LLC 12120.02%0.34%0.80%Q3 2017Q2 202012
Capital Asset Advisory Services LLC 12120.00%0.01%0.02%Q4 2019Q3 202212
Tradition Wealth Management, LLC 12120.05%0.36%0.77%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.47%0.74%1.29%Q4 2020Q3 202312
ArchPoint Investors 930.00%0.29%1.49%Q4 2015Q1 202112
Foster Group, Inc. 12120.03%0.05%0.10%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.74%1.17%1.76%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.19%0.30%0.49%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.21%0.31%0.56%Q4 2020Q3 202312
WIT, LLC 12120.45%4.10%8.99%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12124.44%5.08%6.57%Q4 2020Q3 202312
Sierra Capital LLC 11110.20%0.42%0.72%Q1 2021Q3 202311
Visionary Asset Management, Inc. 610.06%0.13%0.18%Q3 2013Q3 201811
RATIONAL ADVISORS LLC 510.03%0.50%1.84%Q1 2009Q4 201611
InterOcean Capital Group, LLC 740.01%0.03%0.07%Q4 2020Q3 202311
VICUS CAPITAL 830.04%0.76%2.15%Q3 2013Q1 202111
HYA Advisors, Inc 11110.14%0.31%0.41%Q4 2019Q2 202211
Newman Dignan & Sheerar, Inc. 11110.02%0.30%1.57%Q2 2013Q4 201511
Golden State Wealth Management, LLC 710.09%0.23%0.50%Q1 2019Q1 202211
Piscataqua Savings Bank 11110.00%0.01%0.02%Q1 2021Q3 202311
FIDUCIENT ADVISORS LLC 810.02%0.31%0.60%Q1 2018Q3 202311
Barrington Strategic Wealth Management Group LLC 530.23%0.79%3.20%Q2 2013Q3 201711
Apriem Advisors 710.00%0.03%0.07%Q2 2013Q2 201811
Rain Capital Management, LLC 920.00%0.01%0.02%Q2 2020Q2 202311
JCIC Asset Management Inc. 11110.05%5.32%8.75%Q2 2013Q4 201511
Phoenix Holdings Ltd. 620.02%0.25%0.96%Q3 2019Q3 202311
Cadence Wealth Management LLC 11112.76%5.06%12.38%Q1 2021Q3 202311
Crosspoint Capital Strategies, LLC 710.00%0.14%1.34%Q4 2013Q3 201711
Gresham Partners, LLC 740.22%12.71%73.76%Q4 2014Q1 202011
ANCHOR CAPITAL ADVISORS LLC 740.01%0.01%0.02%Q4 2020Q3 202311
Caprock Group, LLC 910.02%0.17%0.31%Q4 2014Q3 202211
AVIANCE CAPITAL MANAGEMENT, LLC 810.01%0.08%0.26%Q2 2013Q2 201711
Biltmore Family Office, LLC 830.00%0.04%0.11%Q2 2019Q3 202311
JD CAPITAL MANAGEMENT LLC 510.28%3.11%5.08%Q2 2013Q1 202011
Kalos Management, Inc. 410.01%0.46%1.41%Q4 2015Q2 202311
CULBERTSON A N & CO INC 11110.47%0.75%1.05%Q2 2013Q4 201511
Cable Hill Partners, LLC 740.01%0.01%0.01%Q4 2014Q1 201911
Westshore Wealth, LLC 1010.30%0.62%0.91%Q4 2019Q2 202311
D. E. Shaw & Co., Inc. 410.00%0.03%0.20%Q2 2013Q2 202211
Alley Co LLC 11110.33%0.66%0.98%Q2 2013Q4 201511
BANK OF NOVA SCOTIA TRUST CO 1010.01%0.05%0.07%Q2 2013Q3 201711
Spire Wealth Management 11110.07%0.09%0.13%Q1 2021Q3 202311
Sculptor Capital LP 410.00%0.14%0.26%Q2 2013Q4 201611
Apollon Wealth Management, LLC 810.04%0.09%0.30%Q3 2019Q3 202311
NorthCoast Asset Management LLC 1010.18%0.24%0.32%Q4 2018Q3 202111
World Asset Management Inc 11110.09%0.12%0.18%Q2 2013Q4 201511
Cornerstone Wealth Advisors, Inc. 11110.10%0.15%0.22%Q1 2021Q3 202311
Daiwa Securities Group Inc. 1010.00%0.01%0.01%Q2 2013Q4 201611
Well Done, LLC 910.02%0.09%0.18%Q1 2018Q3 202311
LODESTAR INVESTMENT COUNSEL LLC/IL 1010.03%0.64%1.03%Q2 2013Q3 201611
Maryland Capital Management 11110.06%0.11%0.23%Q2 2013Q4 201511
Relative Value Partners Group, LLC 510.02%0.03%0.04%Q1 2018Q3 202311
EVERMAY WEALTH MANAGEMENT LLC 1010.01%0.04%0.36%Q4 2013Q3 202311
Pinnacle Summer Investments, Inc. 11110.01%0.02%0.04%Q2 2013Q4 201511
NWK Group, Inc. 11110.02%0.06%0.10%Q4 2019Q2 202211
PEAR TREE ADVISORS INC 11110.00%0.85%3.74%Q4 2013Q2 201611
TOWNSQUARE CAPITAL LLC 510.01%0.03%0.07%Q4 2018Q3 202311
PERRY CAPITAL 921.68%6.06%13.24%Q3 2013Q2 201611
Susquehanna International Group Ltd. 410.56%4.87%15.67%Q1 2019Q3 202211
WestHill Financial Advisors, Inc. 920.02%0.03%0.04%Q4 2020Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.05%0.13%0.23%Q1 2021Q3 202311
Stratos Wealth Advisors, LLC 510.02%0.08%0.18%Q1 2020Q3 202311
Ten Capital Wealth Advisors, LLC 11110.00%0.04%0.12%Q3 2020Q1 202311
Schonfeld Strategic Advisors LLC 320.00%0.03%0.08%Q2 2022Q3 202311
Columbia Trust Co 01012016 830.24%0.37%0.54%Q4 2019Q3 202211
SMITH CHAS P & ASSOCIATES PA CPAS 920.18%1.42%2.98%Q3 2013Q1 201711
PointState Capital LP 310.04%1.54%7.88%Q1 2016Q4 202111
Newport Capital Group, LLC 920.43%0.72%0.84%Q4 2020Q3 202311
RS INVESTMENT MANAGEMENT CO LLC 1010.03%0.05%0.08%Q2 2013Q2 201611
MKP Capital Management, L.L.C. 312.49%38.21%87.68%Q2 2013Q2 202311
Nokota Management, LP 410.16%3.04%7.46%Q1 2017Q4 201911
STRATTON MANAGEMENT CO 11110.10%0.21%0.38%Q2 2013Q4 201511
BLACKROCK ADVISORS LLC 440.00%0.01%0.05%Q2 2013Q4 201611
Faithward Advisors, LLC 650.04%0.07%0.11%Q3 2019Q2 202211
Newbridge Financial Services Group, Inc. 11110.03%0.05%0.09%Q1 2021Q3 202311
COLLECTIVE FAMILY OFFICE LLC 740.11%0.19%0.31%Q4 2020Q3 202311
Sage Capital Advisors,llc 810.08%0.26%0.74%Q1 2018Q3 202311
Legal & General Group Plc 910.00%0.00%0.01%Q4 2017Q4 202111
Innova Wealth Partners 420.00%0.93%2.70%Q4 2020Q3 202311
SeaTown Holdings Pte. Ltd. 1010.71%4.41%12.82%Q1 2017Q4 201911
Gs Investments, Inc. 11110.15%0.17%0.18%Q2 2017Q4 201911
Bogart Wealth, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
BTG Pactual Global Asset Management Ltd 410.17%2.43%11.80%Q2 2018Q3 202311
Nationwide Fund Advisors 620.01%0.02%0.03%Q2 2013Q3 201611
Stewardship Financial Advisors, LLC 11110.00%0.00%0.01%Q3 2018Q1 202111
McClarren Financial Advisors, Inc. 650.01%0.03%0.11%Q4 2020Q3 202311
Coyle Financial Counsel LLC 510.20%3.42%8.30%Q4 2013Q4 201911
Bison Wealth, LLC 11110.01%0.10%0.23%Q4 2019Q2 202211
Cypress Wealth Services, LLC 510.06%0.25%0.48%Q4 2017Q3 202311
Risk Paradigm Group, LLC 810.10%0.23%0.51%Q1 2015Q4 201811
TRUEWEALTH LLC 11110.03%0.05%0.08%Q4 2017Q2 202011
Ameritas Investment Company, LLC 11110.06%0.09%0.14%Q1 2019Q3 202111
Heartwood Wealth Advisors LLC 1010.04%0.17%0.32%Q4 2019Q3 202211
WealthTrust Fairport, LLC 710.00%0.00%0.01%Q2 2013Q1 201911
Charles Schwab Investment Advisory, Inc. 650.00%0.76%1.48%Q2 2013Q4 201911
Ridgewood Investments LLC 10100.24%0.25%0.26%Q3 2018Q4 202010
Formidable Asset Management, LLC 510.01%0.08%0.19%Q3 2015Q2 202110
CTC Alternative Strategies, Ltd. 310.02%0.35%2.51%Q2 2013Q3 202310
Bedell Frazier Investment Counselling, LLC 910.36%3.87%6.03%Q3 2016Q4 202210
High Falls Advisors, Inc 420.00%0.12%0.23%Q4 2015Q4 202210
Verity Asset Management, Inc. 510.22%1.12%2.03%Q3 2016Q2 202110
Van Cleef Asset Management,Inc 810.03%0.06%0.10%Q4 2016Q1 202210
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 310.46%4.32%9.34%Q2 2014Q3 201910
Advisor Resource Council 10100.17%0.47%1.92%Q2 2021Q3 202310
Abundance Wealth Counselors 550.08%0.15%0.20%Q2 2020Q4 202210
Hillcrest Wealth Advisors - NY, LLC 10100.13%0.15%0.21%Q2 2021Q3 202310
Cadence Bank 730.03%0.08%0.12%Q2 2020Q1 202310
Torch Wealth Management LLC 910.12%1.72%2.48%Q4 2013Q4 201910
Blue Edge Capital, LLC 710.04%0.06%0.08%Q2 2018Q1 202210
Versant Capital Management, Inc 10100.01%0.01%0.01%Q3 2017Q4 201910
GUGGENHEIM CAPITAL LLC 410.00%1.96%6.32%Q2 2013Q4 201810
SYM FINANCIAL Corp 640.02%0.04%0.07%Q1 2018Q2 202110
First Bancorp, Inc /ME/ 910.20%0.25%0.35%Q1 2021Q3 202310
LINDEN ADVISORS LP 210.02%0.29%0.94%Q2 2015Q4 202210
Sullivan, Bruyette, Speros & Blaney, LLC 10100.01%0.02%0.03%Q4 2018Q1 202110
Jaffetilchin Investment Partners, LLC 310.06%0.74%3.04%Q2 2013Q2 202110
Cutter & CO Brokerage, Inc. 10100.14%0.19%0.29%Q2 2017Q3 201910
Thiel Macro LLC 710.23%11.16%61.98%Q2 2015Q2 201910
Riggs Asset Managment Co. Inc. 820.00%3.26%5.44%Q3 2016Q3 202310
HARBOUR INVESTMENTS, INC. 640.06%0.08%0.11%Q1 2021Q3 202310
KABOUTER MANAGEMENT, LLC 10100.20%0.50%0.89%Q2 2021Q3 202310
SMITH HAYES Advisers, Inc 910.04%0.07%0.15%Q2 2013Q1 201610
Financial Services Advisory Inc 410.13%1.11%3.89%Q4 2017Q3 202310
MENDON CAPITAL ADVISORS CORP 810.58%1.42%3.06%Q4 2016Q3 201910
FIDUCIARY TRUST INTERNATIONAL LLC 550.20%0.80%2.39%Q2 2013Q2 202010
Cornerstone Wealth Management, LLC 610.02%0.05%0.08%Q2 2017Q4 202110
FCA CORP /TX 10100.99%1.42%1.90%Q2 2013Q3 201510
Retirement Planning Group, LLC 10100.09%1.01%2.49%Q2 2013Q3 201510
Banco de Sabadell, S.A 730.01%1.52%4.58%Q4 2017Q1 202110
Syverson Strege & Co 10100.01%0.04%0.07%Q4 2020Q1 202310
PSI Advisors, LLC 910.01%0.02%0.07%Q4 2019Q3 202310
Madden Advisory Services, Inc. 710.00%0.03%0.07%Q2 2013Q1 201710
Alaska Permanent Capital Management 820.01%0.11%0.16%Q4 2016Q3 202310
Nevsky Capital LLP 101010.75%37.29%66.59%Q2 2013Q3 201510
Insight Wealth Partners, LLC 10100.00%0.36%1.50%Q2 2021Q3 202310
UBS OCONNOR LLC 410.00%0.27%2.46%Q2 2013Q2 202110
White Lighthouse Investment Management Inc. 10100.10%0.30%0.46%Q4 2017Q1 202010
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.17%0.34%0.54%Q4 2017Q1 202010
Capital Planning Advisors, LLC 640.26%2.43%4.94%Q4 2018Q3 202310
ARGENT TRUST Co 10100.18%0.20%0.26%Q4 2015Q1 201810
SHINE INVESTMENT ADVISORY SERVICES INC 550.01%0.08%0.13%Q2 2017Q3 202010
Weyland Capital Management, LLC 10100.18%1.15%3.64%Q1 2014Q2 201610
Strategic Financial Services, Inc, 10100.13%4.81%6.12%Q2 2013Q3 201510
Commonwealth Financial Services, LLC 10100.04%0.32%1.31%Q4 2014Q1 201710
BLUESTEIN R H & CO LLC 510.01%0.03%0.06%Q4 2017Q4 202110
PHILADELPHIA TRUST CO 420.02%0.04%0.08%Q3 2017Q4 202210
JGP Global Gestao de Recursos Ltda. 410.01%12.32%69.36%Q3 2015Q4 201910
Live Oak Private Wealth LLC 910.05%0.07%0.20%Q4 2019Q3 202310
QVR LLC 410.22%0.83%2.22%Q3 2018Q1 202010
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 610.15%0.28%0.46%Q2 2013Q1 202210
C Partners Holding GmbH 101010.52%15.80%26.60%Q1 2020Q2 202210
Running Point Capital Advisors, LLC 820.00%0.67%1.35%Q4 2020Q3 202310
Redhawk Wealth Advisors, Inc. 710.01%0.07%0.10%Q2 2019Q2 202310
Angeles Investment Advisors, LLC 810.00%0.10%0.24%Q1 2020Q3 202310
New England Investment & Retirement Group, Inc. 910.02%1.83%3.03%Q3 2016Q1 202010
CFM WEALTH PARTNERS LLC 10100.07%0.11%0.19%Q4 2019Q1 202210
RWC ASSET ADVISORS (US) LLC 10100.23%3.82%9.11%Q4 2017Q1 202010
Tilden Park Management I LLC 310.42%6.20%13.49%Q2 2016Q4 201910
BOURGEON CAPITAL MANAGEMENT LLC 640.00%0.00%0.01%Q3 2019Q3 202310
CT Financial Advisors LLC 710.00%0.00%0.01%Q1 2014Q1 201710
JTC Employer Solutions Trustee Ltd 10100.03%2.79%5.64%Q2 2021Q3 202310
Lavaca Capital LLC 410.02%1.75%4.74%Q4 2018Q3 202310
Bank of New Hampshire 10100.26%0.34%0.50%Q2 2021Q3 202310
Avalon Advisory Group 910.13%0.14%0.16%Q4 2019Q2 202210
Clearstead Trust, LLC 610.01%0.22%1.26%Q2 2017Q3 202310
Highstreet Asset Management Inc. 10100.03%0.12%0.32%Q3 2015Q4 201710
KB FINANCIAL PARTNERS, LLC 820.03%0.04%0.06%Q1 2021Q3 202310
Asset Planning Services, Ltd. 820.00%0.01%0.01%Q1 2017Q3 201910
Constellation Wealth Advisors, LLC 10100.01%0.37%1.93%Q2 2013Q3 201510
EPG Wealth Management LLC 520.04%0.06%0.10%Q4 2019Q3 202310
Cohen Klingenstein LLC 10100.12%0.19%0.22%Q2 2013Q3 201510
Forward Management, LLC 610.00%1.07%4.75%Q3 2013Q4 201710
EMFO, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
First PREMIER Bank 10100.02%0.02%0.02%Q2 2021Q3 202310
FLOOD GAMBLE ASSOCIATES INC 10102.68%3.01%3.32%Q2 2013Q3 201510
Algebris (UK) Ltd 521.48%7.02%21.53%Q3 2017Q1 202010
Summit Trail Advisors, LLC 610.02%0.10%0.40%Q4 2017Q3 202310
Sowa Financial Group, Inc. 10100.18%0.23%0.29%Q4 2019Q1 202210
SVB Investment Services Inc. 10100.52%0.67%0.80%Q4 2019Q1 202210
Integrated Advisors Network LLC 520.02%0.05%0.11%Q4 2019Q1 202310
QUEST INVESTMENT MANAGEMENT LLC 510.03%0.15%0.29%Q2 2013Q3 202310
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 910.17%1.07%3.65%Q3 2013Q4 201610
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 510.00%0.05%0.15%Q2 2013Q3 202110
Covenant Asset Management, LLC 620.01%0.16%0.34%Q1 2018Q2 202010
Robbins Farley 10100.00%0.00%0.00%Q1 2021Q2 202310
Bridgeworth, LLC 710.05%0.07%0.10%Q2 2018Q2 202210
3EDGE Asset Management, LP 310.02%7.71%24.94%Q3 2017Q3 202010
Transform Wealth, LLC 910.04%0.52%1.52%Q2 2016Q3 202110
Bellwether Advisors, LLC 10100.02%0.02%0.04%Q4 2020Q1 202310
CITY NATIONAL BANK 10100.06%0.09%0.14%Q2 2013Q3 201510
Kazazian Asset Management, LLC 910.43%7.43%12.22%Q3 2015Q2 201910
Main Street Financial Solutions, LLC 10100.04%0.06%0.09%Q4 2020Q1 202310
MID CONTINENT CAPITAL LLC/IL 10100.04%0.12%0.25%Q2 2013Q3 201510
BlueCrest Capital Management LLP 550.08%0.58%2.47%Q2 2013Q2 201410
DIVIDEND ASSETS CAPITAL, LLC 910.00%0.01%0.02%Q2 2016Q2 202110
ClearBridge Investments 10100.00%0.00%0.00%Q2 2013Q3 201510
FOUNDERS FINANCIAL SECURITIES LLC 510.03%1.95%5.62%Q2 2014Q3 202310
Beacon Capital Management, Inc. 10100.00%0.00%0.00%Q4 2013Q1 201610
SPX Gestao de Recursos Ltda 210.84%7.06%15.92%Q2 2014Q4 202110
Lipe & Dalton 10100.30%0.53%0.64%Q1 2015Q2 201710
CMT Asset Management Ltd 310.02%0.40%1.44%Q4 2012Q1 20169
Lourd Capital, LLC 990.07%0.15%0.24%Q2 2013Q2 20159
U.S. Capital Wealth Advisors, LLC 990.07%0.09%0.13%Q3 2021Q3 20239
CUTLER INVESTMENT COUNSEL LLC 990.09%0.72%1.11%Q4 2015Q4 20179
GREAT WEST LIFE ASSURANCE CO /CAN/ 990.00%0.00%0.00%Q2 2013Q2 20159
Destiny Wealth Partners, LLC 990.03%0.04%0.04%Q4 2020Q4 20229
Vestmark Advisory Solutions, Inc. 320.01%0.03%0.06%Q1 2019Q2 20239
Professional Financial Advisors, LLC 990.00%0.22%1.23%Q3 2020Q3 20229
683 Capital Management, LLC 610.20%4.43%18.31%Q2 2015Q1 20179
Greenline Partners, LLC 990.28%0.34%0.40%Q4 2017Q4 20199
King Wealth Management Group 990.11%0.15%0.20%Q2 2013Q2 20159
Charles Schwab Trust Co 810.04%0.06%0.09%Q4 2019Q2 20229
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
Belvedere Trading LLC 310.00%0.09%0.47%Q3 2020Q3 20239
PATTON ALBERTSON MILLER GROUP, LLC 720.02%0.24%0.71%Q3 2018Q1 20229
INDUS CAPITAL PARTNERS, LLC 410.24%6.67%24.11%Q2 2013Q3 20189
Abbot Financial Management, Inc. 540.09%0.13%0.17%Q1 2019Q4 20219
Hall Kathryn A. 810.66%1.37%2.18%Q3 2013Q1 20239
Journey Advisory Group, LLC 990.05%0.12%0.21%Q4 2020Q4 20229
BARING ASSET MANAGEMENT Ltd 610.02%0.02%0.02%Q4 2014Q2 20179
Wealthspire Advisors, LLC 610.01%0.02%0.02%Q1 2020Q3 20239
Slate Path Capital LP 720.14%0.47%0.90%Q3 2018Q4 20209
True North Advisors, LLC 710.04%0.23%1.58%Q4 2019Q4 20229
Semper Trust Co. 990.53%0.99%1.20%Q2 2013Q2 20159
Strategic Wealth Partners, Ltd. 810.00%0.07%0.34%Q4 2017Q3 20229
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 520.00%0.03%0.11%Q2 2016Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.04%0.09%0.17%Q3 2021Q3 20239
Kinsight, LLC 990.12%0.17%0.26%Q2 2013Q2 20159
Astor Investment Management LLC 631.94%2.89%4.00%Q1 2014Q1 20179
Providence Capital Advisors, LLC 710.00%0.10%0.85%Q4 2017Q3 20239
STEPHENS GROUP ASSET MANAGEMENT, LLC 991.37%3.93%5.51%Q4 2017Q4 20199
LIBERTY WEALTH MANAGEMENT LLC 540.01%0.02%0.04%Q1 2019Q3 20219
Intrua Financial, LLC 990.10%0.19%0.34%Q1 2021Q1 20239
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 310.18%1.41%3.50%Q2 2013Q3 20179
FLAGSTAR ADVISORS INC 990.32%0.43%0.78%Q3 2021Q3 20239
SPINNAKER CAPITAL LTD 7227.66%55.37%100.00%Q2 2013Q2 20219
Sarasin & Partners LLP 990.02%0.02%0.02%Q2 2013Q2 20159
Donald L. Hagan, LLC 410.02%1.72%6.35%Q4 2014Q3 20179
Norinchukin Bank, The 990.54%7.46%13.11%Q2 2013Q2 20159
Lifeworks Advisors, LLC 880.00%0.28%1.04%Q4 2021Q3 20239
Convergent Wealth Advisors 990.16%1.21%2.07%Q2 2013Q2 20159
ASPIRIANT HOLDINGS S3, LLC 990.09%0.27%1.32%Q2 2013Q2 20159
Black Swift Group, LLC 310.00%1.01%3.17%Q2 2017Q4 20209
Fi3 FINANCIAL ADVISORS, LLC 990.18%0.42%0.97%Q1 2021Q1 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 720.00%0.00%0.00%Q4 2019Q3 20239
LSP Investment Advisors, LLC 991.50%2.00%2.41%Q3 2021Q3 20239
CAPSTONE ASSET MANAGEMENT CO 990.04%0.05%0.08%Q2 2015Q2 20179
Select Asset Management & Trust 310.31%1.63%4.75%Q2 2014Q3 20239
Clarkston Capital Partners, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
PGGM Investments 990.02%0.03%0.03%Q1 2013Q1 20159
INTRUST BANK NA 410.05%0.11%0.25%Q4 2013Q2 20199
Community Financial Services Group, LLC 720.01%0.02%0.03%Q2 2013Q3 20159
Natixis Investment Managers International 610.05%3.25%5.66%Q2 2013Q2 20189
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 720.01%0.33%1.49%Q1 2021Q3 20239
LEAVELL INVESTMENT MANAGEMENT, INC. 520.02%0.16%0.52%Q2 2010Q2 20219
RNC CAPITAL MANAGEMENT LLC 720.01%0.02%0.04%Q4 2015Q4 20219
Joseph P. Lucia & Associates, LLC 540.01%0.01%0.01%Q2 2019Q3 20219
Marietta Wealth Management, LLC 810.07%1.08%1.73%Q4 2016Q2 20229
Integrated Wealth Management 990.01%0.04%0.10%Q1 2015Q1 20179
HWG Holdings LP 310.00%0.93%4.16%Q1 2018Q3 20239
Timber Hill LLC 510.00%0.01%0.03%Q2 2013Q1 20179
TAP Consulting, LLC 710.01%0.33%0.55%Q1 2019Q4 20219
Cooperatieve Rabobank U.A. 713.54%13.21%51.14%Q2 2013Q4 20159
Clarus Wealth Advisors 540.03%0.34%0.67%Q2 2018Q2 20239
CTC LLC 510.00%0.02%0.03%Q3 2017Q3 20209
Rokos Capital Management LLP 510.17%12.19%36.21%Q4 2018Q3 20239
CAHILL FINANCIAL ADVISORS INC 510.02%0.05%0.08%Q2 2019Q3 20239
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.02%0.06%Q4 2015Q4 20219
Stanford Investment Group, Inc. 990.03%0.04%0.06%Q4 2014Q4 20169
FIRST FINANCIAL CORP /IN/ 990.00%0.00%0.01%Q2 2013Q2 20159
Nikulski Financial, Inc. 630.10%0.24%0.44%Q4 2017Q2 20229
Efficient Market Advisors, LLC 990.00%0.02%0.04%Q2 2013Q2 20159
Elite Wealth Management, Inc. 990.01%0.01%0.02%Q3 2012Q3 20149
OXFORD ASSET MANAGEMENT LLP 210.00%1.32%3.66%Q4 2016Q1 20209
AGF INVESTMENTS INC. 720.09%0.15%0.22%Q3 2018Q1 20219
Capital Group Private Client Services, Inc. 990.00%0.01%0.02%Q3 2021Q3 20239
AMARILLO NATIONAL BANK 992.44%3.34%4.12%Q3 2021Q3 20239
Kopernik Global Investors, LLC 990.06%0.23%0.68%Q1 2018Q1 20209
LOWE BROCKENBROUGH & CO INC 990.02%0.02%0.03%Q3 2021Q3 20239
IEQ CAPITAL, LLC 410.01%0.03%0.04%Q1 2020Q3 20239
KLINGENSTEIN FIELDS & CO LP 990.14%0.60%0.72%Q2 2013Q2 20159
Ballew Advisors, Inc 720.24%1.26%2.36%Q4 2017Q3 20219
GRIES FINANCIAL LLC 990.14%0.18%0.22%Q3 2021Q3 20239
JUMP TRADING, LLC 440.04%1.14%5.08%Q2 2019Q1 20209
Reservoir Operations, L.P. 990.14%0.17%0.20%Q4 2013Q4 20159
Callan Capital, LLC 990.55%1.15%2.18%Q2 2013Q2 20159
OAK HARBOR WEALTH PARTNERS, LLC 880.17%0.20%0.26%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.09%0.10%0.10%Q4 2021Q3 20238
Rothschild Capital Partners, LLC 620.10%0.80%1.79%Q2 2016Q4 20198
Tredje AP-fonden 310.24%3.88%10.21%Q2 2015Q4 20218
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 610.03%0.75%5.04%Q4 2013Q4 20218
Venturi Wealth Management, LLC 880.02%0.09%0.50%Q4 2021Q3 20238
VALLEY WEALTH MANAGERS, INC. 620.04%0.17%0.87%Q2 2013Q1 20208
Quent Capital, LLC 882.55%3.16%3.81%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.47%0.96%Q4 2021Q3 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.01%0.04%Q2 2013Q3 20238
ARROWGRASS CAPITAL PARTNERS (US) LP 510.10%0.47%1.52%Q3 2013Q3 20198
Morton Capital Management LLC/CA 880.10%0.13%0.15%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.05%0.14%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.49%1.54%Q4 2020Q1 20238
Arrow Investment Advisors, LLC 413.93%5.05%5.78%Q4 2016Q1 20218
Atom Investors LP 610.35%0.79%1.64%Q2 2020Q1 20238
Magnetar Financial LLC 410.08%2.49%8.68%Q2 2014Q2 20178
Resurgent Financial Advisors LLC 880.04%0.13%0.33%Q4 2021Q3 20238
BHF Kleinwort Benson Group S.A. 510.00%0.02%0.10%Q2 2013Q4 20158
PITCAIRN CO 310.02%0.11%0.47%Q4 2015Q2 20228
Aspire Wealth Management Corp 880.00%0.02%0.04%Q4 2021Q3 20238
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 880.06%0.09%0.15%Q2 2020Q1 20228
Gainplan LLC 410.09%2.29%9.53%Q4 2018Q2 20238
Revolve Wealth Partners, LLC 880.12%0.16%0.20%Q4 2021Q3 20238
DEARBORN CAPITAL MANAGEMENT LLC 885.82%7.10%9.14%Q4 2016Q3 20188
WIPFLI FINANCIAL ADVISORS LLC, 880.02%0.16%0.41%Q4 2020Q3 20228
K.J. Harrison & Partners Inc 880.06%0.11%0.24%Q4 2020Q3 20228
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 880.02%0.02%0.03%Q3 2019Q2 20218
STARR INTERNATIONAL CO INC 620.31%2.40%7.60%Q2 2013Q1 20188
Allie Family Office LLC 884.57%5.11%5.94%Q4 2021Q3 20238
Pettinga Financial Advisors LLC 530.13%0.17%0.22%Q4 2018Q3 20218
SFG Wealth Management, LLC. 880.23%0.32%0.40%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.04%0.29%0.62%Q4 2021Q3 20238
Taylor Wealth Management Partners 880.05%1.47%4.51%Q1 2016Q4 20178
BAIRD ROBERT W & CO INC /WI/ 880.18%0.23%0.28%Q2 2013Q1 20158
GPS Wealth Strategies Group, LLC 710.00%0.02%0.03%Q1 2021Q1 20238
STEADFAST CAPITAL MANAGEMENT LP 210.42%0.87%1.23%Q2 2016Q2 20218
UNIONVIEW, LLC 881.32%1.75%2.08%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.61%0.71%0.82%Q4 2021Q3 20238
PACK Private Wealth, LLC 880.39%0.70%1.07%Q4 2021Q3 20238
Pacific Edge Advisors, LLC 880.18%0.42%0.63%Q1 2018Q4 20198
Widmann Financial Services, Inc. 882.57%2.83%3.04%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.60%1.30%1.79%Q4 2015Q3 20178
Beaird Harris Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
BRIGGS ADVISORY GROUP, INC. 880.18%0.32%0.49%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.12%0.18%0.22%Q2 2013Q1 20158
Cornerstone Advisory, LLC 710.01%0.40%0.66%Q2 2017Q4 20218
Viewpoint Capital Management LLC 881.10%1.16%1.21%Q4 2021Q3 20238
RB Capital Management, LLC 770.00%0.35%0.46%Q1 2020Q3 20218
Elmwood Wealth Management, Inc. 310.00%0.01%0.03%Q1 2019Q4 20218
Pinnacle Financial Group, LLC / IL 882.98%3.55%4.18%Q4 2021Q3 20238
Lucia Wealth Services, LLC 880.02%0.02%0.02%Q1 2018Q4 20198
Wealth Advisory Solutions, LLC 880.01%1.75%4.28%Q4 2019Q3 20218
Bank of Kentucky, Inc. 880.03%0.04%0.06%Q2 2013Q1 20158
Eudaimonia Partners, LLC 620.01%0.16%0.62%Q4 2019Q2 20238
CEDAR CAPITAL, LLC 510.09%0.17%0.25%Q1 2016Q4 20198
Stevens First Principles Investment Advisors 620.00%0.00%0.00%Q2 2013Q1 20188
Congress Wealth Management LLC / DE / 880.04%0.08%0.19%Q4 2021Q3 20238
DBK Financial Counsel, LLC 881.32%1.48%1.64%Q4 2021Q3 20238
Gould Capital, LLC 880.02%1.37%2.43%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.02%0.19%0.44%Q4 2021Q3 20238
Chicago Capital, LLC 410.01%0.02%0.03%Q1 2018Q2 20218
NORWOOD FINANCIAL CORP 880.01%0.02%0.02%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.17%0.19%0.24%Q3 2017Q2 20198
AMERICAN NATIONAL BANK 530.00%0.03%0.05%Q3 2014Q3 20238
Qube Research & Technologies Ltd 610.00%0.11%0.47%Q1 2021Q3 20238
ETFIDEA, LLC 880.17%0.23%0.31%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.10%0.33%0.59%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.22%0.26%0.30%Q4 2021Q3 20238
West Financial Advisors, LLC 880.01%0.03%0.04%Q4 2020Q3 20228
BlackDiamond Wealth Management, LLC 880.19%0.31%0.46%Q4 2021Q3 20238
Algebris Investments (UK) LLP 310.95%5.55%19.47%Q4 2013Q1 20178
RTD Financial Advisors, Inc. 880.59%0.75%0.87%Q4 2021Q3 20238
Riverview Trust Co 880.39%0.51%0.77%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 880.46%0.57%0.87%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.21%0.25%0.31%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.02%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.10%0.26%Q4 2021Q3 20238
Private Wealth Advisors, LLC 440.21%0.32%0.46%Q4 2020Q3 20238
Wagner Wealth Management, LLC 410.00%0.01%0.03%Q4 2017Q2 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.01%0.02%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.11%0.20%0.24%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 881.06%1.19%1.36%Q4 2014Q3 20168
Industrial Alliance Investment Management Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Windsor Financial Group, LLC 880.14%0.25%0.47%Q2 2015Q1 20178
PETTYJOHN, WOOD & WHITE, INC 710.09%0.10%0.12%Q1 2014Q3 20168
FORT PITT CAPITAL GROUP, LLC 710.01%0.02%0.02%Q2 2019Q4 20228
Gary Goldberg Planning Services Inc 880.02%0.03%0.04%Q1 2013Q4 20148
F-Squared Investment Management, LLC 880.10%0.95%1.36%Q3 2013Q2 20158
Coury Firm Asset Management LLC 885.86%6.60%8.18%Q4 2021Q3 20238
CUE ADVISORY SERVICES, INC. 440.22%0.40%0.71%Q4 2014Q3 20188
Washington Trust Advisors, Inc. 880.10%0.11%0.12%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.01%0.04%0.12%Q4 2021Q3 20238
ARGENT CAPITAL MANAGEMENT LLC 880.01%0.03%0.06%Q4 2013Q3 20158
Guidant Wealth Advisors 441.20%2.11%4.52%Q3 2016Q3 20198
HABERER REGISTERED INVESTMENT ADVISOR INC 881.77%2.44%3.13%Q2 2013Q1 20158
Joseph Group Capital Management 880.01%0.05%0.16%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.08%0.76%1.23%Q4 2021Q3 20238
Atlantic Union Bankshares Corp 710.02%0.05%0.12%Q1 2020Q4 20228
Altavista Wealth Management, Inc. 880.61%0.66%0.72%Q2 2013Q1 20158
Concord Wealth Partners 880.05%0.09%0.20%Q4 2021Q3 20238
West Coast Financial LLC 610.16%0.45%0.94%Q2 2013Q3 20188
CABANA LLC 710.00%3.07%9.64%Q2 2018Q2 20208
Maven Securities LTD 310.01%0.37%2.49%Q4 2019Q3 20238
Red Tortoise LLC 440.69%0.79%0.92%Q3 2021Q3 20238
Stephens Consulting, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
RFG Advisory, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Koshinski Asset Management, Inc. 310.01%0.02%0.04%Q3 2018Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 881.14%1.42%1.69%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.13%0.21%0.35%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.24%0.30%0.35%Q4 2021Q3 20238
STERNE AGEE GROUP, INC. 880.10%0.46%0.94%Q2 2013Q1 20158
AMS Capital Ltda 412.89%6.78%12.76%Q1 2019Q3 20218
Firestone Capital Management 880.03%0.04%0.05%Q4 2019Q3 20218
Jane Street Holding, LLC 330.17%2.96%8.32%Q2 2013Q4 20138
City State Bank 880.00%0.02%0.06%Q4 2021Q3 20238
Duquesne Family Office 313.07%7.29%15.02%Q1 2016Q4 20198
MARINER INVESTMENT GROUP LLC 310.00%0.48%3.34%Q2 2013Q3 20188
Fusion Investment Group, LLC 880.02%0.40%1.04%Q4 2013Q3 20158
Allspring Global Investments Holdings, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
CRA Financial Services, LLC 710.07%0.10%0.18%Q4 2018Q2 20228
Retirement Planning Co of New England, Inc. 880.15%0.20%0.23%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.05%0.08%0.12%Q2 2013Q1 20158
DB Fitzpatrick & Co, Inc 880.83%0.96%1.05%Q4 2021Q3 20238
Schwab Charitable Fund 620.02%0.03%0.05%Q1 2021Q1 20238
Activest Wealth Management 610.02%0.11%0.25%Q1 2021Q3 20238
Amundi 880.00%0.01%0.01%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 880.25%0.27%0.29%Q4 2021Q3 20238
VANCE WEALTH, INC. 880.32%1.14%1.63%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Crew Capital Management, Ltd. 880.42%2.35%4.03%Q1 2021Q4 20228
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.15%0.20%0.23%Q4 2021Q3 20238
Mechanics Financial Corp 880.11%0.12%0.13%Q4 2021Q3 20238
Castleview Partners, LLC 710.01%0.05%0.08%Q2 2021Q2 20238
626 Financial, LLC 710.14%0.21%0.26%Q1 2021Q2 20238
WEST PACES ADVISORS INC. 880.00%0.03%0.16%Q4 2021Q3 20238
Global Strategic Investment Solutions, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.21%0.35%0.50%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.05%0.07%Q4 2021Q3 20238
Wunderlich Capital Managemnt 410.16%0.38%0.86%Q4 2017Q3 20238
Baldrige Asset Management LLC 880.00%0.00%0.01%Q2 2021Q1 20238
TI-TRUST, INC 880.53%0.57%0.63%Q4 2021Q3 20238
Dentgroup LLC 880.32%0.61%0.86%Q4 2021Q3 20238
Kavar Capital Partners, LLC 310.01%0.03%0.11%Q4 2013Q2 20198
HB Wealth Management, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Bouchey Financial Group Ltd 880.13%0.22%0.33%Q4 2013Q3 20158
Dorsey Wright & Associates 410.03%0.88%2.03%Q4 2016Q1 20218
Eagle Bay Advisors LLC 410.00%0.01%0.02%Q2 2021Q3 20238
GENERAL ELECTRIC CO 880.00%0.05%0.18%Q2 2013Q1 20158
REINHART PARTNERS, LLC. 880.02%0.50%0.77%Q2 2013Q1 20158
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Lombard Odier Transatlantic Ltd 881.60%1.93%2.09%Q4 2014Q3 20168
BIRINYI ASSOCIATES INC 530.11%0.20%0.38%Q2 2013Q3 20188
Visionary Wealth Advisors 710.02%0.04%0.14%Q4 2019Q1 20228
Byrne Asset Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
GM Advisory Group, LLC 710.07%0.10%0.26%Q4 2013Q2 20188
EAGLE ROCK INVESTMENT COMPANY, LLC 880.05%0.07%0.07%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.18%0.23%0.30%Q4 2021Q3 20238
Keebeck Wealth Management, LLC 510.02%0.10%0.24%Q4 2019Q3 20237
NEW ENGLAND ASSET MANAGEMENT INC 610.00%0.00%0.00%Q2 2013Q3 20227
SHAPIRO ROBERT N 770.04%0.06%0.07%Q2 2013Q4 20147
MAIRS & POWER INC 610.00%0.01%0.01%Q2 2013Q2 20157
HARVARD MANAGEMENT CO INC 310.38%4.79%16.00%Q2 2014Q1 20177
MARTIN CURRIE LTD 770.00%0.01%0.01%Q3 2015Q1 20177
WEST CHESTER CAPITAL ADVISORS, INC 410.01%2.02%6.70%Q2 2013Q1 20187
FULTON BREAKEFIELD BROENNIMAN LLC 770.08%0.11%0.12%Q2 2018Q4 20197
CUMBERLAND ADVISORS INC 520.06%0.07%0.11%Q2 2021Q2 20237
JANUS HENDERSON GROUP PLC 510.00%0.01%0.01%Q4 2014Q4 20197
CONCORD ASSET MANAGEMENT LLC 770.08%1.30%3.03%Q2 2013Q4 20147
Kovitz Investment Group, LLC 520.01%0.01%0.02%Q3 2013Q2 20157
Truehand, Inc 770.02%0.03%0.04%Q2 2020Q4 20217
Placemark Investments, Inc. 770.28%0.39%0.70%Q2 2013Q4 20147
Li Winifred I 770.02%0.02%0.02%Q2 2013Q4 20147
OTA Financial Group L.P. 310.17%1.10%2.85%Q3 2013Q2 20217
Guild Investment Management, Inc. 212.46%7.89%17.87%Q3 2016Q2 20237
Baldwin Investment Management, LLC 520.03%0.06%0.16%Q2 2018Q4 20217
Patriot Wealth Management, Inc. 310.03%2.45%5.84%Q2 2013Q4 20177
Delek Group, Ltd. 770.13%1.82%3.69%Q4 2017Q2 20197
J. Goldman & Co LP 210.00%0.29%0.69%Q2 2014Q2 20197
1607 Capital Partners, LLC 210.01%0.38%1.98%Q2 2013Q1 20237
Alyeska Investment Group, L.P. 330.02%0.24%0.31%Q1 2014Q3 20147
Dominick & Dominick LLC 770.10%0.11%0.13%Q2 2013Q4 20147
K2 PRINCIPAL FUND, L.P. 310.03%0.19%0.45%Q1 2017Q2 20217
Cobble Hill Financial Services, INC 775.68%7.48%9.67%Q1 2013Q3 20147
TWO SIGMA ADVISERS, LP 310.03%0.07%0.18%Q2 2013Q2 20147
10-15 ASSOCIATES, INC. 770.29%0.42%0.92%Q1 2019Q3 20207
Shinko Asset Management Co., Ltd. 770.00%0.00%0.00%Q3 2014Q1 20167
BPV Resources, LLC 667.27%24.66%46.48%Q2 2013Q3 20147
SWISS RE LTD 618.98%13.84%24.37%Q3 2014Q4 20227
Euclid Advisors LLC 770.49%0.79%1.36%Q3 2013Q1 20157
Pinkerton Retirement Specialists, LLC 610.00%0.15%1.01%Q4 2014Q2 20237
BAROMETER CAPITAL MANAGEMENT INC. 210.05%0.32%0.98%Q3 2016Q1 20217
Crossmark Global Holdings, Inc. 610.02%0.04%0.05%Q3 2016Q4 20187
Granite Investment Partners, LLC 520.00%0.00%0.00%Q2 2018Q1 20207
NewSquare Capital LLC 610.00%0.01%0.01%Q3 2013Q1 20187
INVESTMENT HOUSE LLC 410.04%0.12%0.31%Q3 2018Q3 20217
TD Ameritrade Trust Co 770.14%0.94%1.52%Q2 2013Q4 20147
Advisory Alpha, LLC 610.00%0.08%0.18%Q4 2018Q3 20207
Circle Wealth Management, LLC 610.08%0.28%0.68%Q2 2018Q1 20217
RELIANCE TRUST CO OF DELAWARE 770.03%0.04%0.05%Q2 2013Q4 20147
1492 Capital Management LLC 520.14%0.22%0.27%Q1 2021Q3 20237
Edge Advisors, LLC 770.33%0.50%0.65%Q4 2016Q2 20187
GeoWealth Management, LLC 610.00%0.06%0.25%Q3 2020Q4 20227
CKW FINANCIAL GROUP 410.01%0.07%0.14%Q4 2013Q2 20217
Sovarnum Capital L.P. 660.80%6.94%22.88%Q2 2018Q3 20197
AdvicePeriod, LLC 610.15%0.41%1.00%Q4 2017Q2 20217
Abu Dhabi Investment Council 772.29%16.32%50.12%Q4 2013Q2 20157
DORCHESTER WEALTH MANAGEMENT Co 610.04%0.10%0.15%Q1 2019Q1 20227
Invictus RG 311.82%10.04%22.27%Q4 2018Q1 20217
Schneider Downs Wealth Management Advisors, LP 410.08%0.18%0.55%Q4 2015Q3 20237
Avestar Capital, LLC 770.01%0.08%0.11%Q4 2017Q2 20197
EverSource Wealth Advisors, LLC 770.01%0.03%0.06%Q1 2022Q3 20237
Affiance Financial, LLC 770.00%0.39%0.80%Q1 2022Q3 20237
One Wealth Advisors, LLC 510.12%0.24%0.50%Q4 2019Q3 20237
Squar Milner Financial Services LLC 520.01%0.02%0.07%Q2 2018Q1 20207
Taylor Hoffman Wealth Management 770.00%0.00%0.01%Q4 2017Q2 20197
Sequoia Wealth Management, LLC 770.19%0.45%1.74%Q4 2017Q2 20197
Winthrop Partners - WNY, LLC 770.05%0.07%0.08%Q1 2018Q3 20197
TIAA Kaspick, LLC 770.80%5.61%10.63%Q4 2018Q2 20207
LITTLE HOUSE CAPITAL LLC 430.14%1.39%2.44%Q1 2019Q3 20237
Essex Savings Bank 770.06%0.15%0.24%Q4 2018Q2 20207
Next Capital Management LLC 520.27%0.53%0.75%Q4 2018Q3 20237
Wambolt & Associates, LLC 770.28%0.47%0.70%Q4 2020Q2 20227
RVW Wealth, LLC 770.03%0.26%0.88%Q2 2022Q4 20237
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.05%0.06%Q3 2020Q3 20237
Artemis Wealth Advisors, LLC 770.08%0.12%0.17%Q4 2017Q2 20197
Weaver Consulting Group 770.02%0.04%0.05%Q1 2019Q3 20207
Tranquility Partners, LLC 430.16%0.26%0.37%Q2 2019Q2 20217
TCF National Bank 770.13%0.15%0.19%Q3 2019Q1 20217
Graypoint LLC 610.03%0.05%0.05%Q2 2020Q1 20227
Pacifica Partners Inc. 770.04%0.08%0.18%Q4 2019Q2 20217
Platte River Wealth Advisors, LLC 610.14%0.81%1.16%Q4 2019Q3 20217
Element Wealth, LLC 770.05%0.18%0.29%Q1 2022Q3 20237
BEAM WEALTH ADVISORS, INC. 430.23%1.00%1.52%Q4 2021Q3 20237
American Institute for Advanced Investment Management, LLP 770.14%0.23%0.26%Q2 2020Q4 20217
Charter Oak Capital Management, LLC 770.07%0.09%0.11%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.02%0.03%0.03%Q2 2020Q4 20217
Jump Financial, LLC 310.02%0.20%0.66%Q4 2020Q3 20237
Wealthstream Advisors, Inc. 430.10%0.16%0.22%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.12%0.64%Q1 2021Q4 20227
LifePro Asset Management 610.08%0.10%0.23%Q4 2020Q2 20237
Clearview Wealth Advisors LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Rede Wealth, LLC 770.14%0.18%0.24%Q4 2020Q2 20227
MMA ASSET MANAGEMENT LLC 430.38%2.43%4.87%Q4 2020Q3 20237
Golden State Equity Partners 610.13%0.64%1.07%Q4 2020Q1 20237
Bridge Advisory, LLC 770.08%0.12%0.16%Q4 2021Q2 20237
Canvas Wealth Advisors, LLC 610.08%0.10%0.15%Q1 2021Q4 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.14%0.44%Q1 2022Q3 20237
Level Financial Advisors 520.00%0.00%0.01%Q4 2021Q3 20237
GHE, LLC 520.60%0.75%0.88%Q4 2021Q3 20237
Chemistry Wealth Management LLC 770.13%0.28%0.47%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.08%0.10%0.11%Q4 2021Q2 20237
AXXCESS WEALTH MANAGEMENT, LLC 610.01%0.04%0.12%Q4 2021Q3 20237
Granite Bay Wealth Management, LLC 610.07%0.35%0.48%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Capasso Planning Partners LLC 430.14%0.34%0.58%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.14%0.15%0.16%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.13%0.17%0.22%Q1 2022Q3 20237
Coastwise Capital Group, LLC 770.42%0.49%0.57%Q1 2022Q3 20237
Three Bridge Wealth Advisors, LLC 772.57%3.69%5.00%Q1 2022Q3 20237
DRIVE WEALTH MANAGEMENT, LLC 610.32%0.64%0.82%Q4 2021Q3 20237
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 772.18%6.36%9.31%Q3 2013Q1 20157
HAZLETT, BURT & WATSON, INC. 770.02%0.07%0.13%Q1 2022Q3 20237
JONES FINANCIAL COMPANIES LLLP 410.00%0.00%0.00%Q2 2013Q4 20227
COUNTRY CLUB BANK /GFN 770.38%0.43%0.50%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.02%0.03%Q4 2017Q3 20197
TRAIN BABCOCK ADVISORS LLC 770.34%0.35%0.39%Q2 2013Q4 20147
HERSHEY TRUST CO 610.01%0.01%0.02%Q1 2020Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.13%0.20%0.25%Q2 2013Q4 20147
BERKSHIRE ASSET MANAGEMENT LLC/PA 770.04%0.07%0.14%Q2 2013Q4 20147
Stone Asset Management Inc. 660.64%0.90%1.14%Q4 2021Q1 20236
Wealth & Pension Services Group, Inc. 660.30%0.40%0.63%Q2 2018Q3 20196
Executive Wealth Management, LLC 330.02%0.02%0.03%Q4 2018Q3 20216
Wealth Quarterback LLC 420.03%0.20%0.34%Q4 2019Q3 20216
RWA WEALTH PARTNERS, LLC 660.01%0.13%0.17%Q1 2017Q2 20186
McAdams Wright Ragen, Inc. 660.19%0.23%0.28%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
Varma Mutual Pension Insurance Co 310.38%4.20%10.40%Q2 2020Q3 20236
EVEREST CAPITAL LLC 216.53%18.69%46.30%Q1 2013Q4 20146
MOLLER WEALTH PARTNERS 510.08%0.16%0.22%Q3 2017Q4 20196
Connectus Wealth, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Shepherd Financial Partners LLC 660.06%0.24%0.48%Q3 2017Q4 20186
Addison Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CMT TRADING LLC 310.42%0.90%1.60%Q2 2014Q2 20166
Sightline Wealth Advisors, LLC 420.38%0.54%0.72%Q4 2020Q3 20236
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 220.38%3.74%13.50%Q2 2013Q2 20156
Manifold Partners, LLC 220.00%3.51%9.49%Q3 2015Q2 20196
Kames Capital Management Ltd 663.91%5.53%11.44%Q3 2013Q4 20146
Ferris Capital, LLC 510.01%0.01%0.03%Q2 2017Q1 20196
Hudson Bay Capital Management LP 330.42%0.84%1.29%Q1 2023Q3 20236
PEOPLES BANK /OH 310.11%0.24%0.37%Q4 2018Q2 20236
WHITEBOX ADVISORS LLC 661.15%1.74%2.08%Q1 2014Q2 20156
Harbor Group, Inc. 660.19%0.24%0.36%Q2 2022Q3 20236
BP PLC 667.88%23.46%31.36%Q4 2013Q1 20156
ROOSEVELT INVESTMENT GROUP LLC 510.02%0.04%0.04%Q1 2019Q1 20216
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Strid Group, LLC 410.12%0.20%0.59%Q4 2015Q3 20236
Morton Brown Family Wealth, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Ascent Wealth Partners, LLC 420.08%0.17%0.29%Q4 2013Q2 20186
AEGON ASSET MANAGEMENT UK PLC 662.44%2.85%3.33%Q3 2013Q4 20146
RPG Investment Advisory, LLC 661.22%1.44%1.52%Q4 2015Q1 20176
Sloane Robinson LLP 110.05%4.29%13.88%Q2 2013Q4 20186
SeaBridge Investment Advisors LLC 510.00%0.01%0.01%Q2 2014Q2 20176
CONSILIO WEALTH ADVISORS, LLC 510.24%1.25%5.88%Q4 2021Q3 20236
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660.16%0.20%0.25%Q4 2018Q1 20206
Greenfield FTC, Inc. 662.94%3.50%3.94%Q2 2022Q3 20236
Symmetry Investments LP 550.05%1.34%3.03%Q4 2020Q4 20216
Lansing Street Advisors 660.04%0.55%1.85%Q1 2022Q2 20236
Fusion Capital, LLC 662.20%2.49%2.93%Q4 2019Q1 20216
Texan Capital Management 660.34%0.37%0.41%Q2 2013Q3 20146
Coe Capital Management, LLC 660.47%0.51%0.54%Q4 2018Q1 20206
Ritter Daniher Financial Advisory LLC / DE 660.06%0.08%0.15%Q2 2022Q3 20236
Alpine Global Management, LLC 210.10%5.42%24.14%Q2 2015Q1 20236
Ken Stern & Associates, Inc. 660.09%0.10%0.10%Q2 2017Q3 20186
Intelligence Driven Advisers, LLC 660.07%0.12%0.23%Q2 2022Q3 20236
MACKAY SHIELDS LLC 310.00%0.01%0.03%Q1 2018Q3 20206
MetLife Investment Management, LLC 660.00%0.01%0.01%Q4 2017Q1 20196
Hefty Wealth Partners 660.00%0.41%0.73%Q3 2016Q4 20176
Zenit Asset Management AB 420.61%5.52%19.17%Q2 2013Q2 20156
PRICE T ROWE ASSOCIATES INC /MD/ 310.00%0.00%0.00%Q2 2015Q3 20236
JEPPSON WEALTH MANAGEMENT, LLC 420.10%0.11%0.15%Q3 2021Q3 20236
Merriman Wealth Management, LLC 210.06%1.15%3.33%Q3 2013Q2 20186
WOODSTOCK CORP 660.07%0.10%0.11%Q4 2020Q1 20226
Pembroke Management, LTD 660.25%0.46%0.68%Q2 2021Q3 20226
Shamrock Asset Management LLC 510.00%3.05%5.39%Q3 2013Q3 20176
Mitsubishi UFJ Asset Management (UK) Ltd. 660.33%1.26%2.92%Q3 2018Q4 20196
United Capital Management of KS, Inc. 660.13%0.18%0.22%Q3 2018Q4 20196
Curbstone Financial Management Corp 660.37%0.53%0.68%Q1 2014Q2 20156
Leicht Financial Planning & Wealth Management, Inc. 660.38%1.03%1.87%Q3 2017Q4 20186
AllSquare Wealth Management LLC 310.00%0.01%0.02%Q4 2014Q4 20206
C M BIDWELL & ASSOCIATES LTD 660.00%0.00%0.00%Q3 2021Q4 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.10%0.14%0.22%Q4 2020Q1 20226
AJ WEALTH STRATEGIES, LLC 310.03%0.07%0.13%Q1 2020Q2 20236
Aspire Private Capital, LLC 660.00%0.00%0.01%Q4 2018Q1 20206
DeepCurrents Investment Group LLC 220.05%0.22%0.29%Q2 2022Q3 20226
MYDA Advisors LLC 441.34%2.15%3.24%Q4 2017Q3 20186
Sompo Asset Management Co., Ltd. 661.97%2.39%2.91%Q4 2016Q1 20186
Fort Sheridan Advisors LLC 420.07%0.11%0.14%Q1 2019Q2 20216
IMC-Chicago, LLC 210.00%0.01%0.03%Q4 2018Q3 20216
Freedom Investment Management, Inc. 220.05%0.11%0.32%Q1 2013Q1 20166
COMMUNITY BANK SYSTEM, INC. 660.05%0.06%0.06%Q2 2013Q3 20146
MONTAG A & ASSOCIATES INC 310.00%0.04%0.18%Q1 2018Q1 20236
MASTERS CAPITAL MANAGEMENT LLC 411.18%3.97%7.60%Q3 2015Q4 20186
Stuart Chaussee & Associates, Inc. 420.08%0.18%0.60%Q1 2017Q3 20186
Danda Trouve Investment Management, Inc. 510.02%0.03%0.06%Q4 2019Q3 20226
Pinnacle Family Advisors, LLC 660.12%0.13%0.15%Q1 2017Q2 20186
Aevitas Wealth Management, Inc. 660.01%0.02%0.02%Q4 2017Q1 20196
Integer Wealth Advisors Group LLC 660.41%0.92%1.07%Q4 2019Q1 20216
Brickley Wealth Management 660.15%0.17%0.19%Q3 2018Q4 20196
Inscription Capital, LLC 420.00%0.07%0.12%Q4 2018Q3 20236
Mondrian Investment Partners LTD 330.00%0.02%0.07%Q2 2017Q1 20196
ARGENT TRUST COMPANY, N.A. 660.28%0.33%0.44%Q2 2014Q3 20156
Edgehill Endowment Partners, LLC 660.47%0.84%2.11%Q4 2018Q1 20206
MADISON WEALTH MANAGEMENT 660.04%0.05%0.06%Q2 2022Q3 20236
CATALYST PRIVATE WEALTH, LLC 660.25%0.54%1.28%Q2 2021Q3 20226
Mizuho Asset Management Co.,Ltd. 660.00%0.01%0.02%Q3 2013Q4 20146
BT Wealth Management LLC 510.18%0.54%0.66%Q4 2018Q2 20216
Simplify Asset Management Inc. 420.18%0.90%2.14%Q1 2022Q3 20236
Tennessee Valley Asset Management Partners 660.16%0.18%0.22%Q2 2022Q3 20236
SOUTH GEORGIA CAPITAL, LLC 660.43%1.41%2.61%Q2 2014Q3 20156
Private Advisory Group LLC 660.62%1.90%2.75%Q1 2017Q2 20186
MIRSKY FINANCIAL MANAGEMENT CORP. 660.41%0.52%0.59%Q4 2018Q1 20206
Forty4 Asset Management LLC 440.01%0.74%3.66%Q2 2013Q1 20146
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.37%0.53%0.78%Q2 2015Q3 20166
Edmond de Rothschild (Europe) 660.32%0.99%2.98%Q2 2015Q3 20166
THOMPSON INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.03%Q1 2021Q3 20236
Corsicana & Co. 660.01%0.01%0.01%Q2 2021Q3 20226
SEI TRUST CO 660.01%0.02%0.04%Q2 2013Q3 20146
Independent Advisor Alliance 410.01%0.06%0.20%Q1 2017Q3 20236
Tarbox Family Office, Inc. 420.00%0.03%0.17%Q4 2013Q2 20166
MOGY JOEL R INVESTMENT COUNSEL INC 660.04%0.05%0.08%Q2 2013Q3 20146
Harvest Fund Management Co., Ltd 660.13%0.26%0.35%Q4 2016Q1 20186
Trustees of Dartmouth College 5111.11%17.14%23.87%Q4 2013Q4 20176
Atlas Private Wealth Advisors 660.06%0.10%0.24%Q2 2020Q3 20216
AHL Partners LLP 410.28%0.88%1.18%Q3 2014Q4 20176
Berger Financial Group, Inc 660.03%0.05%0.06%Q4 2020Q1 20226
Bragg Financial Advisors, Inc 660.01%0.02%0.02%Q1 2021Q2 20226
CoreFirst Bank & Trust 660.00%0.00%0.00%Q4 2020Q1 20226
HHM Wealth Advisors, LLC 420.00%0.00%0.00%Q2 2020Q3 20236
Trellus Management Company, LLC 310.17%0.74%1.83%Q2 2013Q2 20166
Meritage Group LP 210.44%0.71%0.93%Q2 2013Q3 20156
Parkwood LLC 420.74%4.25%6.46%Q4 2013Q3 20166
Ally Financial Inc. 550.06%5.12%7.05%Q2 2013Q2 20146
Gleason Group, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Psagot Value Holdings Ltd. / (Israel) 660.00%0.03%0.18%Q3 2021Q4 20226
FOUNDERS BANK & TRUST 660.03%0.03%0.03%Q2 2013Q3 20146
Coston, McIsaac & Partners 660.03%0.04%0.06%Q2 2022Q3 20236
Cypress Capital Management LLC (WY) 660.00%0.34%1.73%Q2 2018Q3 20196
Icon Wealth Partners, LLC 660.05%0.07%0.09%Q4 2017Q1 20196
LYELL WEALTH MANAGEMENT, LP 420.03%0.20%0.38%Q1 2021Q3 20236
Signature Financial Management, Inc. 330.04%0.12%0.23%Q2 2013Q3 20186
Stifel Trust Company, N.A. 660.04%0.06%0.07%Q2 2013Q3 20146
Berman Capital Advisors, LLC 660.01%0.01%0.03%Q4 2018Q1 20206
MADISON INVESTMENT HOLDINGS INC 660.00%0.01%0.01%Q2 2017Q3 20186
Oakwell Private Wealth Management, LLC 660.21%0.30%0.39%Q4 2020Q1 20226
Summit Financial, LLC 660.02%0.09%0.16%Q4 2021Q1 20236
Steinberg Global Asset Management 660.18%0.22%0.26%Q2 2013Q3 20146
Marshall Wace North America L.P. 210.01%0.10%0.22%Q3 2013Q1 20216
1919 Investment Counsel, LLC 660.11%0.13%0.14%Q2 2013Q3 20146
Azimuth Capital Investment Management LLC 660.24%0.25%0.26%Q2 2022Q3 20236
SG3 Management, LLC 210.01%0.07%0.18%Q1 2019Q3 20205
Clear Perspective Advisors, LLC 550.00%0.02%0.06%Q2 2017Q2 20185
PRINCIPAL FINANCIAL GROUP INC 320.00%0.00%0.01%Q2 2013Q4 20175
CX Institutional 320.01%0.10%0.38%Q4 2018Q3 20225
Capstone Financial Advisors, Inc. 550.08%0.19%0.42%Q4 2014Q4 20155
W ADVISORS, LLC 550.78%0.97%1.06%Q3 2022Q3 20235
AXS Investments LLC 410.12%0.44%1.28%Q3 2021Q1 20235
Pinion Investment Advisors, LLC 320.28%0.50%0.62%Q3 2018Q3 20235
Barber Financial Group, Inc. 410.09%0.44%0.91%Q3 2017Q2 20195
ANCORA FAMILY WEALTH ADVISORS, LLC 550.10%0.11%0.12%Q3 2015Q3 20165
Legacy Advisors, LLC 310.04%0.09%0.15%Q3 2017Q3 20195
WFA of San Diego, LLC 210.02%0.03%0.08%Q2 2020Q3 20235
Verde Servicos Internacionais S.A. 551.06%2.01%2.83%Q3 2018Q3 20195
Fortress Investment Group LLC 410.02%0.18%0.52%Q2 2013Q4 20145
Strategic Capital Group LLC 550.70%1.24%2.19%Q2 2013Q2 20145
FORTE ASSET MANAGEMENT LLC 550.30%0.61%1.04%Q2 2022Q2 20235
Rock Creek Group, LP 210.06%4.04%9.69%Q3 2013Q3 20215
Trexquant Investment LP 110.02%0.07%0.22%Q3 2019Q3 20235
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 210.14%0.95%1.98%Q2 2013Q1 20195
Sagil Capital LLP 212.46%8.57%16.50%Q4 2018Q2 20235
Beacon Pointe Wealth Advisors, LLC 550.36%0.47%0.64%Q4 2018Q4 20195
IBEX WEALTH ADVISORS 210.00%0.87%1.85%Q1 2019Q3 20215
VALLEY NATIONAL BANCORP 551.35%1.82%2.48%Q4 2013Q4 20145
Kernodle & Katon Asset Management Group, LLC 550.00%0.03%0.03%Q4 2015Q4 20165
Edmonds Duncan Registered Investment Advisors, LLC 550.18%0.19%0.21%Q4 2018Q4 20195
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.01%0.01%0.01%Q3 2017Q3 20185
Hamilton Capital, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
OKABENA INVESTMENT SERVICES INC 410.00%0.04%0.05%Q4 2019Q3 20225
PREMIER ASSET MANAGEMENT LLC 550.20%0.35%0.52%Q4 2020Q4 20215
INNEALTA CAPITAL, LLC 550.30%0.36%0.43%Q4 2021Q4 20225
CBIZ Investment Advisory Services, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Strategic Asset Management, LLC 550.06%0.08%0.12%Q3 2021Q3 20225
AAF Wealth Management, LLC 550.39%1.28%1.72%Q3 2022Q3 20235
Kathmere Capital Management, LLC 550.04%0.10%0.22%Q4 2019Q4 20205
Wilmington Trust, National Association 550.52%0.61%0.72%Q2 2013Q2 20145
HUTCHENS INVESTMENT MANAGEMENT INC 310.00%0.14%0.25%Q4 2014Q4 20175
Horan Capital Advisors, LLC. 210.04%0.05%0.06%Q3 2017Q3 20205
NKCFO LLC 320.08%0.12%0.19%Q3 2020Q2 20235
Investment Management Corp of Ontario 553.38%8.52%12.69%Q4 2020Q4 20215
Kovitz Investment Group Partners, LLC 550.01%0.01%0.02%Q2 2019Q2 20205
HIGHLAND CAPITAL MANAGEMENT LP 210.06%0.15%0.23%Q2 2016Q1 20175
Hamilton Wealth, LLC 410.19%0.28%0.44%Q1 2022Q3 20235
Threshold Group LLC 410.31%0.67%1.00%Q4 2015Q3 20175
Royal Fund Management, LLC 210.01%0.03%0.07%Q3 2017Q4 20205
OMERS ADMINISTRATION Corp 210.31%0.68%1.48%Q1 2017Q4 20185
Castle Hook Partners LP 110.07%2.96%6.97%Q2 2018Q1 20235
Kaizen Financial Strategies 320.19%0.26%0.35%Q4 2020Q1 20225
Affinity Capital Advisors, LLC 550.10%0.24%0.40%Q4 2019Q4 20205
Sage Financial Management Group, Inc. 310.16%0.18%0.21%Q4 2020Q3 20235
Kore Private Wealth LLC 320.00%0.02%0.04%Q4 2018Q2 20205
Annapolis Financial Services, LLC 320.00%0.00%0.01%Q4 2020Q3 20235
Cynosure Group, LLC 550.25%0.29%0.33%Q4 2018Q4 20195
HOLDERNESS INVESTMENTS CO 410.07%0.08%0.09%Q3 2020Q1 20225
ELEMENT POINTE ADVISORS, LLC 550.36%0.79%1.62%Q4 2018Q4 20195
Carolina Wealth Advisors, LLC 320.01%0.01%0.02%Q4 2019Q2 20215
First Western Trust Bank 320.01%0.01%0.02%Q1 2022Q2 20235
CM WEALTH ADVISORS LLC 320.28%0.38%0.52%Q2 2022Q3 20235
Segment Wealth Management, LLC 320.03%0.19%0.44%Q2 2014Q3 20215
DSC Advisors, L.P. 210.16%1.34%5.36%Q2 2014Q2 20175
Glaxis Capital Management, LLC 311.59%11.05%17.03%Q3 2017Q2 20235
Financial Insights, Inc. 310.03%0.16%0.26%Q2 2021Q3 20235
Gerber Kawasaki Wealth & Investment Management 310.00%0.09%0.17%Q3 2016Q3 20215
Avalon Investment & Advisory 410.02%0.03%0.03%Q2 2015Q2 20175
Personal Wealth Partners 410.06%0.10%0.13%Q1 2019Q2 20215
NINE MASTS CAPITAL Ltd 210.00%0.16%0.71%Q1 2015Q1 20165
Prestige Wealth Management Group LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Hoover Financial Advisors, Inc. 550.36%0.56%0.77%Q2 2020Q2 20215
LUMINUS MANAGEMENT LLC 440.82%1.40%1.92%Q1 2016Q4 20165
ALBION FINANCIAL GROUP /UT 310.00%0.08%0.39%Q2 2013Q4 20215
Enterprise Bank & Trust Co 410.08%0.09%0.10%Q2 2022Q3 20235
Jolley Asset Management, LLC 550.01%0.01%0.01%Q2 2017Q2 20185
CFS, LLC 550.33%0.37%0.40%Q2 2013Q2 20145
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 552.96%4.86%6.64%Q4 2014Q4 20155
Bay Harbor Wealth Management, LLC 550.01%0.02%0.03%Q4 2018Q4 20195
Spectrum Asset Management, Inc. (NB/CA) 550.09%0.16%0.22%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
Capital Wealth Planning, LLC 410.02%0.04%0.12%Q2 2019Q4 20205
Princeton Global Asset Management LLC 550.05%0.08%0.12%Q4 2018Q4 20195
ARGA Investment Management, LP 410.07%0.33%1.22%Q2 2019Q3 20215
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.19%1.05%3.92%Q1 2017Q4 20215
Human Investing LLC 550.00%0.06%0.29%Q4 2018Q4 20195
ERTS Wealth Advisors, LLC 550.26%0.50%0.61%Q4 2018Q4 20195
Amia Capital LLP 551.46%5.38%8.60%Q1 2021Q1 20225
Total Clarity Wealth Management, Inc. 210.01%0.06%0.09%Q4 2019Q2 20225
Geneva Partners, LLC 550.16%0.22%0.26%Q3 2017Q3 20185
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 553.57%5.31%7.06%Q4 2014Q4 20155
Curi Wealth Management, LLC 410.03%0.05%0.12%Q4 2020Q3 20225
Security Financial Services, INC. 550.29%0.34%0.42%Q3 2022Q3 20235
3D ASSET MANAGEMENT, INC 550.07%0.07%0.08%Q2 2013Q2 20145
GoalVest Advisory LLC 410.01%0.29%0.51%Q2 2021Q4 20235
Newman & Schimel, LLC 550.21%0.73%0.90%Q4 2020Q4 20215
FundX Investment Group, LLC 210.74%0.89%1.00%Q3 2014Q1 20185
RGT Wealth Advisors, LLC 410.00%0.18%0.85%Q4 2019Q3 20225
SBK Financial, Inc. 550.37%0.48%0.57%Q4 2021Q4 20225
Barnett & Company, Inc. 550.03%0.03%0.04%Q4 2020Q4 20215
Global Assets Advisory, LLC 550.33%0.60%0.74%Q3 2022Q3 20235
MARSHALL WACE ASIA Ltd 310.07%0.36%0.82%Q3 2017Q2 20215
PACIFIC CAPITAL WEALTH ADVISORS, INC 410.12%0.15%0.18%Q4 2019Q2 20215
Weiss Asset Management LP 550.10%0.14%0.20%Q3 2020Q3 20215
Forbes Financial Planning, Inc. 551.24%1.33%1.42%Q4 2021Q4 20225
Muzinich & Co., Inc. 320.50%1.82%4.17%Q1 2019Q1 20215
WEBSTERROGERS FINANCIAL ADVISORS, LLC 550.05%0.06%0.08%Q4 2020Q4 20215
Goodwin Investment Advisory 550.13%0.16%0.19%Q3 2022Q3 20235
Trail Ridge Investment Advisors, LLC 410.14%0.67%1.85%Q4 2021Q1 20235
JMAC ENTERPRISES LLC 550.34%0.70%0.94%Q4 2021Q4 20225
WEALTHFRONT Corp 410.00%0.00%0.00%Q2 2014Q3 20155
BERRY GROUP, LLC 551.04%1.34%1.48%Q4 2019Q4 20205
DAVIS-REA LTD. 310.12%0.16%0.22%Q2 2013Q4 20155
Ameliora Wealth Management Ltd. 550.07%1.80%4.73%Q3 2022Q3 20235
Capitolis Advisors LLC 550.51%3.95%8.96%Q3 2021Q3 20225
NEW VERNON INVESTMENT MANAGEMENT LLC 551.66%2.20%2.96%Q4 2014Q4 20155
TERRIL BROTHERS, INC. 410.09%0.64%2.85%Q2 2017Q4 20205
Zullo Investment Group, Inc. 550.02%0.07%0.16%Q4 2021Q4 20225
Lyons Wealth Management, LLC. 310.32%0.68%1.27%Q2 2013Q1 20185
Good Harbor Financial, LLC 410.01%0.02%0.05%Q3 2013Q4 20145
OAK FAMILY ADVISORS, LLC 550.08%0.10%0.13%Q4 2020Q4 20215
Geller Advisors LLC 320.08%0.10%0.13%Q1 2018Q2 20195
WILMINGTON TRUST CO 550.68%0.72%0.79%Q2 2013Q2 20145
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Sovereign Financial Group, Inc. 550.13%0.19%0.22%Q3 2022Q3 20235
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 320.00%0.01%0.01%Q1 2018Q3 20205
ShoreHaven Wealth Partners, LLC 550.49%0.92%1.58%Q3 2022Q3 20235
GW&K Investment Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Main Management Fund Advisors LLC 5511.64%13.35%15.07%Q1 2021Q1 20225
ALLSTATE CORP 550.32%1.22%2.54%Q4 2021Q4 20225
Vigilare Wealth Management 410.16%0.62%1.18%Q1 2021Q4 20235
Stokes Family Office, LLC 550.04%0.07%0.09%Q3 2022Q3 20235
ACCURATE INVESTMENT SOLUTIONS, INC. 550.01%0.03%0.10%Q2 2017Q2 20185
BROADMARK ASSET MANAGEMENT LLC 110.01%17.35%47.69%Q3 2013Q3 20185
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 5564.83%89.22%99.76%Q4 2013Q4 20145
Gemmer Asset Management LLC 320.01%0.01%0.02%Q4 2020Q1 20225
BTS Asset Management, Inc. 410.40%1.17%3.44%Q2 2022Q3 20235
MARINO, STRAM & ASSOCIATES LLC 410.00%0.00%0.00%Q4 2017Q1 20195
VALLEY FORGE ASSET MANAGEMENT, LLC 550.04%0.12%0.42%Q4 2014Q4 20155
ARVEST TRUST CO N A 551.13%1.30%1.44%Q2 2013Q2 20145
AGRAN LIBBIE 310.85%1.04%1.20%Q2 2013Q1 20155
G&S Capital LLC 210.01%2.64%4.75%Q4 2017Q4 20195
New Potomac Partners, LLC 550.28%0.34%0.37%Q4 2018Q4 20195
Armbruster Capital Management, Inc. 410.00%0.00%0.00%Q1 2016Q4 20175
DARRELL & KING LLC 554.05%4.37%4.67%Q3 2018Q3 20195
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST HORIZON CORP 410.06%0.14%0.34%Q2 2013Q2 20215
DB Wealth Management Group, LLC 550.01%0.04%0.05%Q4 2020Q4 20215
FinTrust Investment Advisory Services, LLC 320.51%0.65%0.73%Q2 2013Q1 20185
COASTLAND CAPITAL LLC 210.21%0.81%1.12%Q2 2014Q4 20155
Peregrine Asset Advisers, Inc. 210.13%0.74%1.99%Q3 2015Q2 20225
HAMEL ASSOCIATES, INC. 550.84%0.91%0.96%Q4 2013Q4 20145
RIVERSVILLE CAPITAL, INC. 443.97%7.46%17.05%Q2 2013Q1 20144
PALLADIEM, LLC 440.20%0.21%0.25%Q4 2014Q3 20154
Family Asset Management, LLC 440.10%0.14%0.19%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.12%0.14%0.15%Q4 2020Q3 20214
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2012Q4 20124
EMG Holdings, L.P. 220.02%0.12%0.24%Q1 2022Q2 20224
San Luis Wealth Advisors LLC 210.03%0.70%1.00%Q4 2020Q2 20234
JDM Financial Group LLC 440.42%0.44%0.46%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.13%0.15%0.16%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FormulaFolio Investments, LLC 220.01%0.11%0.20%Q3 2019Q4 20204
Ascension Capital Advisors, Inc. 440.29%0.38%0.49%Q4 2022Q3 20234
Nexus Investment Management ULC 440.07%0.08%0.08%Q1 2016Q4 20164
Crow Point Partners, LLC 210.01%0.15%0.25%Q3 2017Q4 20184
Johnson & White Wealth Management, LLC 310.61%0.95%1.91%Q3 2022Q3 20234
Colonial Trust Co / SC 440.03%0.03%0.05%Q3 2022Q2 20234
Tacita Capital Inc 440.69%0.71%0.72%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 310.00%0.27%0.54%Q3 2014Q3 20154
Cyndeo Wealth Partners, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
Corient Private Wealth LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Westwind Capital 440.02%0.02%0.02%Q4 2022Q3 20234
InTrack Investment Management Inc 220.16%0.30%0.44%Q1 2021Q2 20224
PATTON FUND MANAGEMENT, INC. 440.23%0.26%0.28%Q4 2021Q3 20224
MANAGED ACCOUNT SERVICES INC 440.05%0.06%0.06%Q4 2020Q3 20214
Eisler Capital (UK) Ltd. 110.39%1.48%3.70%Q1 2021Q1 20224
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 312.08%2.58%3.41%Q4 2020Q1 20234
&PARTNERS 440.25%0.26%0.27%Q4 2022Q3 20234
COOPER/HAIMS ADVISORS, LLC 440.57%0.70%0.94%Q4 2022Q3 20234
GRAND WEALTH MANAGEMENT, LLC 440.21%0.24%0.25%Q4 2021Q3 20224
First Allied Asset Management, Inc. 310.06%0.24%0.41%Q2 2013Q3 20144
Better Money Decisions, LLC 310.04%0.05%0.06%Q1 2021Q2 20224
INVICTUS PRIVATE WEALTH, LLC 440.16%0.18%0.20%Q4 2022Q3 20234
Callan Family Office, LLC 441.21%1.75%2.65%Q4 2022Q3 20234
Benedetti & Gucer, Inc. 440.24%0.64%0.84%Q4 2022Q3 20234
Koss-Olinger Consulting, LLC 440.05%0.05%0.06%Q1 2021Q4 20214
Cercano Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Fortress Wealth Group, LLC 310.18%0.19%0.21%Q2 2021Q3 20234
Bricktown Capital, LLC 440.08%0.10%0.14%Q4 2022Q3 20234
GTS SECURITIES LLC 220.04%0.07%0.11%Q2 2023Q3 20234
SAC Capital Advisors LP 210.05%0.06%0.09%Q2 2013Q1 20144
McNamara Financial Services, Inc. 310.01%0.17%0.25%Q4 2014Q4 20154
Gordian Capital Singapore Pte Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.27%0.37%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 440.73%0.91%1.08%Q4 2022Q3 20234
Fosun International Ltd 310.01%0.01%0.02%Q1 2018Q3 20214
CATALYST FINANCIAL PARTNERS LLC 440.11%0.15%0.20%Q4 2022Q3 20234
AFS Financial Group, LLC 440.19%0.19%0.20%Q4 2022Q3 20234
Welch Group, LLC 210.02%0.13%0.34%Q4 2015Q1 20214
Dominguez Wealth Management Solutions, Inc. 441.11%1.14%1.16%Q4 2022Q3 20234
Union Investments & Development Ltd. 448.42%8.72%9.51%Q4 2021Q3 20224
CANANDAIGUA NATIONAL BANK & TRUST CO 440.48%0.54%0.58%Q2 2017Q1 20184
Sterneck Capital Management, LLC 440.19%0.20%0.21%Q4 2017Q3 20184
Smallwood Wealth Investment Management, LLC 441.16%2.75%3.49%Q4 2021Q3 20224
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 441.17%1.23%1.34%Q3 2021Q2 20224
NOVARE CAPITAL MANAGEMENT LLC 210.03%0.06%0.09%Q2 2013Q4 20224
KARLINSKI ANDREW C 440.02%0.02%0.03%Q4 2021Q3 20224
Bramshill Investments, LLC 440.04%0.09%0.14%Q2 2017Q1 20184
BEL AIR INVESTMENT ADVISORS LLC 220.13%0.28%0.43%Q2 2013Q2 20214
Mill Capital Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Rex Capital Advisors, LLC 210.26%2.19%7.26%Q4 2014Q1 20224
FFT WEALTH MANAGEMENT LLC 440.61%0.82%0.95%Q4 2022Q3 20234
Evergreen Wealth Solutions, LLC 440.31%0.48%0.69%Q4 2021Q3 20224
American Trust 310.02%0.03%0.07%Q1 2022Q3 20234
SAXON INTERESTS, INC. 440.16%0.51%0.74%Q3 2022Q2 20234
PURSUE WEALTH PARTNERS LLC 220.19%0.93%1.48%Q4 2021Q1 20234
Pacer Advisors, Inc. 210.00%0.00%0.00%Q2 2019Q1 20214
One River Asset Management, LLC 220.10%0.17%0.24%Q1 2023Q2 20234
HFG Advisors, Inc. 441.54%1.58%1.64%Q4 2022Q3 20234
Somerset Capital Management LLP 3111.66%14.80%17.90%Q1 2014Q1 20154
BEESE FULMER INVESTMENT MANAGEMENT, INC. 310.00%0.02%0.03%Q2 2020Q2 20224
Stegner Investment Associates Inc. 440.15%0.17%0.18%Q4 2020Q3 20214
Employees Retirement System of Texas 210.02%1.06%2.10%Q3 2013Q4 20224
Sunnymeath Asset Management, Inc. 310.15%0.17%0.21%Q4 2015Q4 20164
Vision Capital Management, Inc. 440.03%0.04%0.04%Q4 2020Q3 20214
PayPay Securities Corp 440.05%0.23%0.44%Q4 2022Q3 20234
Northwest Capital Management Inc 440.10%0.12%0.13%Q4 2022Q3 20234
Jackson Financial Management 441.99%2.17%2.26%Q1 2019Q4 20194
Ballast, Inc. 440.10%0.10%0.10%Q4 2022Q3 20234
Lombard Odier & Cie (Canada), Limited Partnership 440.31%1.62%4.94%Q4 2013Q3 20144
GIRARD PARTNERS LTD. 440.01%0.04%0.07%Q3 2018Q2 20194
Fragasso Group Inc. 440.03%0.04%0.04%Q4 2021Q3 20224
NORTHSTAR CAPITAL MANAGEMENT LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Acorn Advisory Capital L.P. 440.40%0.73%1.49%Q4 2017Q3 20184
ABERDEEN ASSET MANAGEMENT PLC/UK 440.34%0.39%0.51%Q3 2016Q2 20174
Del-Sette Capital Management, LLC 440.95%3.30%4.55%Q4 2022Q3 20234
SIMMONS FIRST TRUST CO NA 310.36%0.74%0.91%Q2 2013Q4 20154
Moss Adams Wealth Advisors LLC 440.12%0.15%0.20%Q4 2022Q3 20234
CHATHAM CAPITAL GROUP, INC. 440.30%0.34%0.42%Q3 2014Q2 20154
Stanley-Laman Group, Ltd. 440.06%0.06%0.08%Q4 2014Q3 20154
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.01%0.03%Q2 2013Q1 20164
Wakefield Asset Management LLLP 310.01%0.41%1.00%Q3 2018Q4 20224
PRIVATE CAPITAL MANAGEMENT INC 440.28%0.31%0.34%Q4 2015Q3 20164
BIEGEL & WALLER LLC 447.88%8.12%8.33%Q4 2018Q3 20194
FIRST TRUST ADVISORS LP 310.00%0.00%0.00%Q2 2013Q2 20184
WS MANAGEMENT LLLP 220.42%0.71%0.98%Q3 2014Q1 20184
Fulcrum Equity Management 440.10%0.16%0.19%Q2 2020Q1 20214
Lodge Hill Capital, LLC 313.36%5.32%7.36%Q4 2013Q3 20184
CHAPIN DAVIS, INC. 440.22%0.24%0.28%Q4 2022Q3 20234
MANCHESTER FINANCIAL INC 110.01%0.06%0.12%Q4 2018Q1 20214
Winthrop Advisory Group LLC 440.19%0.24%0.28%Q4 2017Q3 20184
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 441.42%1.62%2.12%Q4 2015Q3 20164
Brookfield Asset Management 440.01%0.03%0.03%Q2 2013Q1 20144
Field & Main Bank 210.01%0.56%1.88%Q1 2018Q4 20224
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
S. MUOIO & CO. LLC 213.38%5.35%7.69%Q4 2014Q2 20164
CYPRESS CAPITAL MANAGEMENT LLC 440.08%0.08%0.08%Q2 2017Q1 20184
CYNOSURE ADVISORS, LLC 440.16%0.19%0.26%Q4 2017Q3 20184
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20234
STRATEGIC WEALTH MANAGEMENT INC 443.63%4.15%4.41%Q1 2019Q4 20194
Prostatis Group LLC 210.17%1.46%2.10%Q4 2020Q4 20224
Lee Capital Holdings LLC 210.20%5.34%12.60%Q1 2019Q4 20194
CFO4Life Group, LLC 310.04%0.06%0.07%Q3 2021Q4 20224
ZWJ INVESTMENT COUNSEL INC 440.07%0.07%0.08%Q1 2017Q4 20174
STEEL GROVE CAPITAL ADVISORS, LLC 310.10%0.15%0.24%Q2 2013Q4 20184
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Selective Wealth Management, Inc. 440.01%0.01%0.02%Q3 2019Q2 20204
Bell Rock Capital LLC 440.01%0.02%0.04%Q1 2018Q4 20184
Osborn Williams & Donohoe LLC 440.19%0.22%0.25%Q1 2019Q4 20194
AGF MANAGEMENT LTD 440.02%0.02%0.03%Q4 2022Q3 20234
TEXAS TREASURY SAFEKEEPING TRUST CO 444.66%13.87%34.24%Q1 2013Q4 20134
Valtinson Bruner Financial Planning LLC 440.14%0.17%0.22%Q4 2022Q3 20234
Addison Capital Co 440.56%0.97%1.46%Q2 2019Q1 20204
KMS FINANCIAL SERVICES, INC 220.04%0.09%0.20%Q3 2013Q3 20144
LOS ANGELES CAPITAL MANAGEMENT LLC 440.02%0.03%0.04%Q3 2013Q2 20144
Vestpro Financial Partners, Inc. dba CPF Texas 440.04%0.04%0.05%Q4 2017Q3 20184
AFFINITY WEALTH MANAGEMENT LLC 311.24%1.41%1.52%Q2 2013Q2 20214
PHILADELPHIA INTERNATIONAL ADVISORS LP 310.05%0.12%0.32%Q2 2013Q2 20144
Aft, Forsyth & Sober, LLC 440.60%3.46%5.58%Q4 2020Q3 20214
Spectrum Financial Alliance Ltd LLC 440.00%0.00%0.00%Q1 2018Q4 20184
CLOUGH CAPITAL PARTNERS L P 220.01%0.49%1.55%Q2 2014Q3 20154
PERSONAL FINANCIAL CONSULTANTS INC /ADV 440.53%0.55%0.56%Q3 2018Q2 20194
My Legacy Advisors, LLC 440.13%0.15%0.20%Q3 2022Q2 20234
Alpha Wave Global, LP 312.04%4.79%6.10%Q2 2018Q4 20194
Omega Financial Group, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
HOWARD FINANCIAL SERVICES, LTD. 440.18%0.19%0.20%Q4 2018Q3 20194
Bristlecone Advisors, LLC 110.01%0.09%0.28%Q4 2015Q1 20234
CCG WEALTH MANAGEMENT, LLC 440.21%0.23%0.25%Q1 2019Q4 20194
METROPOLITAN CAPITAL ADVISORS INC 310.53%0.69%1.11%Q2 2013Q4 20154
Legacy Trust 440.49%0.51%0.53%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 310.08%0.16%0.26%Q1 2021Q3 20234
CANADA PENSION PLAN INVESTMENT BOARD 310.01%0.05%0.11%Q2 2015Q4 20194
ALETHEA CAPITAL MANAGEMENT, LLC 110.03%0.79%1.78%Q4 2014Q2 20174
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.05%0.10%Q3 2016Q4 20224
Weaver C. Barksdale & Associates, Inc. 440.00%0.00%0.01%Q2 2013Q1 20144
Matrix Trust Co 440.05%0.06%0.08%Q2 2020Q1 20214
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 440.06%0.10%0.11%Q4 2017Q3 20184
Anchorage Capital Group, L.L.C. 441.36%3.55%5.30%Q2 2015Q1 20164
Olympiad Research LP 220.46%2.06%4.36%Q1 2020Q1 20214
Catamount Wealth Management 220.01%0.09%0.20%Q1 2015Q1 20194
Nokomis Capital, L.L.C. 440.08%0.09%0.11%Q1 2018Q4 20184
Ranch Capital Advisors Inc. 310.01%0.01%0.02%Q4 2019Q3 20214
MARCUARD FAMILY OFFICE LTD 310.60%2.95%5.13%Q2 2013Q3 20144
SCHF (GPE), LLC 4417.80%26.11%34.62%Q4 2019Q3 20204
Close Asset Management Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
ARBOR TRUST WEALTH ADVISORS, LLC 440.13%0.14%0.16%Q1 2021Q4 20214
RUSSELL FRANK CO/ 210.00%0.06%0.11%Q2 2013Q4 20154
LONESTAR CAPITAL MANAGEMENT LLC 311.16%2.55%4.56%Q2 2013Q2 20144
HOEY INVESTMENTS, INC 440.20%0.30%0.41%Q4 2022Q3 20234
SCOPUS ASSET MANAGEMENT, L.P. 110.49%1.32%3.32%Q1 2015Q3 20214
Capital One Investing, Inc. 440.06%0.08%0.10%Q4 2018Q3 20194
Lionsbridge Wealth Management LLC 310.01%0.87%1.42%Q4 2019Q3 20234
Amici Capital, LLC 310.08%0.38%1.21%Q2 2013Q2 20164
Laidlaw Wealth Management LLC 310.04%0.06%0.10%Q4 2020Q2 20224
Single Point Partners, LLC 220.06%0.07%0.10%Q1 2021Q1 20224
First Bank & Trust 440.27%0.28%0.28%Q4 2022Q3 20234
DOHJ, LLC 440.16%0.26%0.40%Q1 2021Q4 20214
Advisors Capital Management, LLC 310.01%0.01%0.03%Q4 2017Q4 20214
TRIANGLE PEAK PARTNERS, LP 445.13%6.60%7.45%Q4 2013Q3 20144
SWISS REINSURANCE CO LTD 317.52%10.30%17.33%Q2 2013Q2 20144
Trilogy Capital Inc. 310.00%0.41%1.64%Q1 2018Q1 20224
Neuberger Berman Canada ULC 310.96%1.37%1.85%Q2 2013Q2 20144
Covalent Partners LLC 210.10%1.27%2.30%Q2 2013Q3 20204
Russell Investments Group, Ltd. 210.00%0.05%0.15%Q2 2021Q3 20234
Ahrens Investment Partners LLC 310.01%0.02%0.02%Q4 2021Q1 20234
QFR Capital Management, L.P. 217.04%29.54%41.27%Q1 2014Q2 20154
Westwood Global Investments, LLC 440.08%0.11%0.19%Q2 2017Q1 20184
Phocas Financial Corp. 440.01%0.11%0.15%Q4 2022Q3 20234
Baymount Management LP 214.32%11.91%26.23%Q4 2019Q3 20204
Berry Street Capital Management LLP 210.59%2.46%6.52%Q4 2020Q4 20224
Cullen Capital Management, LLC 220.00%0.01%0.02%Q3 2021Q3 20224
FSA Wealth Management LLC 110.01%0.10%0.30%Q4 2019Q3 20224
ROBERTSON STEPHENS ADVISORS LLC 445.21%7.55%11.01%Q4 2016Q3 20174
Quantitative Advantage, LLC 220.39%1.45%4.26%Q2 2014Q1 20184
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
New Republic Capital, LLC 440.12%0.15%0.18%Q4 2022Q3 20234
Legacy Wealth Partners, Inc. 310.12%0.13%0.16%Q4 2019Q2 20214
Quintet Private Bank (Europe) S.A. 310.16%0.19%0.21%Q2 2022Q3 20234
Zeit Capital LLC 440.02%0.10%0.32%Q4 2022Q3 20234
WoodTrust Financial Corp 440.12%0.13%0.15%Q1 2019Q4 20194
Paul John Balson 440.10%0.18%0.25%Q1 2020Q4 20204
CHANNEL WEALTH LLC 440.99%1.24%1.41%Q1 2023Q4 20234
Vawter Financial, Ltd. 440.22%0.25%0.29%Q4 2022Q3 20234
Mizuho Bank, Ltd. 442.04%5.53%8.27%Q2 2017Q1 20184
MACKENZIE FINANCIAL CORP 210.00%0.06%0.12%Q1 2018Q1 20214
REBALANCE, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Wellspring Financial Advisors, LLC 310.14%0.16%0.17%Q1 2020Q1 20214
International City Management Association Retirement Corp 443.33%3.48%3.82%Q4 2022Q3 20234
New Capital Management LP 440.01%0.01%0.01%Q4 2016Q3 20174
Windham Capital Management, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
Neumann Capital Management, LLC 440.22%0.24%0.25%Q4 2014Q3 20154
LUTS & GREENLEIGH GROUP, INC 440.47%0.61%0.68%Q4 2022Q3 20234
Harvest Investment Advisors, LLC 443.84%4.09%4.45%Q4 2022Q3 20234
Foundation Wealth Management, LLC 442.68%2.87%3.04%Q4 2022Q3 20234
Andromeda Capital LLC 110.84%1.33%2.53%Q3 2013Q3 20144
Strait & Sound Wealth Management LLC 440.67%0.78%0.82%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.25%0.29%0.35%Q4 2022Q3 20234
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 442.58%2.86%3.10%Q4 2022Q3 20234
CIC Wealth, LLC 440.08%0.16%0.25%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.36%0.39%0.42%Q4 2022Q3 20234
LMG Wealth Partners, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Leisure Capital Management 440.11%0.12%0.14%Q4 2020Q3 20214
Beacon Bridge Wealth Partners, LLC 440.76%1.70%3.09%Q4 2022Q3 20234
Eley Financial Management, Inc 440.29%0.31%0.34%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
DF DENT & CO INC 440.00%0.00%0.00%Q1 2019Q4 20194
Mill Creek Capital Advisors, LLC 440.22%0.26%0.30%Q4 2022Q3 20234
Iron Horse Wealth Management, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
INSIGNEO ADVISORY SERVICES, LLC 441.41%1.52%1.72%Q4 2022Q3 20234
DCM Advisors, LLC 440.04%0.12%0.16%Q1 2021Q4 20214
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.33%0.54%0.78%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 443.56%3.80%4.20%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.10%0.12%0.15%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Tandem Wealth Advisors LLC 443.15%3.17%3.21%Q4 2022Q3 20234
SP Asset Management LLC 440.41%0.45%0.50%Q4 2022Q3 20234
New Hampshire Trust 440.07%0.07%0.07%Q4 2022Q3 20234
Brio Consultants, LLC 330.08%0.09%0.10%Q2 2019Q4 20193
Spearhead Capital Advisors, LLC 330.07%0.21%0.49%Q1 2022Q3 20223
Cornerstone Planning Group LLC 210.01%0.03%0.08%Q4 2022Q3 20233
Diametric Capital, LP 210.23%0.47%0.78%Q1 2022Q1 20233
FIDUCIARY SERVICES CORP/GA 330.10%0.12%0.13%Q2 2013Q4 20133
MKD WEALTH COACHES, LLC 330.00%0.75%2.23%Q4 2018Q2 20193
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 330.00%0.01%0.01%Q4 2015Q2 20163
LEVEL FOUR FINANCIAL, LLC 330.09%0.10%0.11%Q4 2020Q2 20213
Harvest Investment Services, LLC 210.23%0.32%0.48%Q4 2018Q2 20233
LOEWS CORP 210.02%0.03%0.04%Q4 2015Q4 20193
AGF Investments LLC 210.00%0.00%0.00%Q2 2018Q2 20193
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 332.89%2.97%3.11%Q2 2012Q4 20123
LILLEY & CO 330.30%0.32%0.35%Q4 2013Q2 20143
Sandell Asset Management Corp. 110.43%1.52%3.63%Q2 2018Q4 20193
Parasol Investment Management, LLC 210.04%4.58%7.10%Q3 2013Q4 20143
Seelaus Asset Management LLC 210.12%0.15%0.21%Q1 2018Q2 20213
Momentum Advisors, LLC 330.22%0.25%0.29%Q2 2022Q4 20223
Retirement Group, LLC 210.06%0.22%0.30%Q4 2019Q2 20223
XY Capital Ltd 110.42%0.55%0.74%Q4 2022Q4 20223
ZEKE CAPITAL ADVISORS, LLC 110.22%1.17%1.82%Q1 2016Q4 20223
Cascadia Advisory Services, LLC 211.96%2.14%2.44%Q4 2019Q3 20203
TLP GROUP LLC 330.06%0.14%0.19%Q3 2017Q1 20183
McGowan Group Asset Management, Inc. 330.05%0.05%0.06%Q4 2020Q2 20213
Strategic Vision Investment Ltd 331.52%11.83%18.89%Q4 2020Q2 20213
PRENTISS SMITH & CO INC 330.01%0.01%0.01%Q1 2018Q3 20183
Napier Park Global Capital (US) LP 210.12%1.39%3.63%Q3 2017Q3 20183
WOODMONT INVESTMENT COUNSEL LLC 210.00%0.00%0.00%Q4 2015Q3 20163
O'Brien Wealth Partners LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Yellowstone Partners, LLC 210.12%0.17%0.20%Q3 2016Q4 20173
Silvant Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Friedenthal Financial 330.40%0.72%0.92%Q1 2023Q3 20233
Rice Partnership, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
20/20 Capital Management, Inc. 330.09%0.11%0.12%Q4 2020Q2 20213
CWA Asset Management Group, LLC 210.02%0.04%0.06%Q1 2019Q1 20213
Tidal Investments LLC 210.18%0.73%1.58%Q4 2019Q4 20203
Argent Wealth Management LLC 330.31%0.32%0.34%Q4 2019Q2 20203
Bellwether Investment Group, LLC 210.01%0.02%0.03%Q2 2016Q1 20173
BECK CAPITAL MANAGEMENT, LLC 210.25%1.00%1.42%Q2 2015Q3 20173
CenterStar Fund, LLC 110.08%0.38%0.89%Q4 2016Q4 20163
Pinnacle Wealth Management Group, Inc. 330.45%1.17%1.81%Q1 2023Q3 20233
Mayfair Advisory Group, LLC 330.35%0.38%0.40%Q4 2020Q2 20213
Signator Financial Services, Inc. 330.01%0.35%0.52%Q1 2013Q3 20133
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 330.09%0.09%0.09%Q3 2013Q1 20143
Bocage Capital, LLC 332.46%5.21%7.90%Q1 2014Q3 20143
LYNCH & ASSOCIATES/IN 330.45%0.48%0.51%Q2 2013Q4 20133
Interchange Capital Partners, LLC 110.00%0.16%0.26%Q4 2020Q2 20223
Aurora Private Wealth, Inc. 210.10%0.20%0.40%Q2 2021Q1 20233
Alaska Wealth Advisors 330.01%0.01%0.01%Q1 2023Q3 20233
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.01%Q3 2015Q4 20163
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Secrest Blakey & Associates, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
HighTower Trust Company, N.A. 210.03%0.03%0.04%Q2 2013Q2 20223
Hoxton Planning & Management, LLC 210.17%0.36%0.69%Q4 2022Q3 20233
Coastal Bridge Advisors, LLC 110.05%0.20%0.44%Q4 2018Q4 20213
Aris Wealth Services, Inc. 330.06%0.08%0.12%Q1 2015Q3 20153
Calypso Capital Management, LP 215.06%9.36%14.12%Q4 2013Q3 20143
Vanguard Capital Wealth Advisors 330.39%0.98%1.29%Q4 2017Q2 20183
FolioMetrix LLC 330.33%0.37%0.42%Q4 2014Q2 20153
DCF Advisers, LLC 330.26%0.27%0.30%Q1 2023Q3 20233
Clarity Financial LLC 210.06%0.14%0.18%Q1 2021Q1 20223
Soltis Investment Advisors LLC 330.05%0.05%0.05%Q3 2022Q1 20233
Windhaven Investment Management, Inc. 210.00%0.00%0.00%Q4 2013Q4 20143
Fidelis Capital Partners, LLC 330.24%0.27%0.30%Q1 2023Q3 20233
Oak Grove Capital LLC 330.04%0.04%0.05%Q1 2018Q3 20183
Alhambra Investment Management LLC 210.26%0.55%1.11%Q4 2019Q1 20213
ARTHUR M. COHEN & ASSOCIATES, LLC 330.11%0.15%0.18%Q4 2016Q2 20173
Tower View Wealth Management LLC 330.76%0.84%0.94%Q4 2017Q2 20183
Leith Wheeler Investment Counsel Ltd. 210.07%0.10%0.13%Q4 2019Q3 20203
BB&T INVESTMENT SERVICES, INC. 330.01%0.01%0.01%Q2 2017Q4 20173
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q4 20153
Quad Capital Management Advisors LLC 110.02%0.65%1.38%Q3 2017Q2 20183
CETERA INVESTMENT MANAGEMENT LLC 330.13%0.13%0.14%Q1 2016Q3 20163
Summit Financial Wealth Advisors, LLC 330.00%0.01%0.01%Q4 2014Q2 20153
KBC Group NV 330.00%0.01%0.04%Q2 2013Q4 20133
RESOLUTE FINANCIAL, LLC 330.20%0.21%0.21%Q4 2021Q2 20223
Von Berge Wealth Management Group, LLC 330.21%0.22%0.24%Q4 2021Q2 20223
ZEVIN ASSET MANAGEMENT LLC 330.06%0.14%0.18%Q2 2017Q4 20173
Western Pacific Wealth Management, LP 330.07%0.10%0.12%Q4 2021Q2 20223
DW Partners, LP 331.78%2.25%3.04%Q4 2013Q2 20143
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sands Capital Management 330.01%0.09%0.15%Q1 2014Q3 20143
Numina Capital Management, LLC 330.84%2.12%3.59%Q4 2014Q2 20153
Tahithromos, L.L.C. 210.04%0.49%0.94%Q4 2014Q3 20163
Wellington Shields Capital Management, LLC 210.03%0.03%0.04%Q3 2018Q2 20193
WEATHERLY ASSET MANAGEMENT L. P. 330.36%0.41%0.45%Q2 2013Q4 20133
Endowment Wealth Management, Inc. 210.33%0.35%0.36%Q4 2021Q3 20233
Chescapmanager LLC 330.60%0.82%1.14%Q1 2021Q3 20213
ROBERTS GLORE & CO INC /IL/ 110.18%0.19%0.20%Q4 2019Q1 20213
Deer Park Road Corp 210.56%1.36%2.80%Q2 2020Q3 20213
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Brown Shipley& Co Ltd 330.01%0.02%0.02%Q1 2023Q3 20233
GSA CAPITAL PARTNERS LLP 210.01%0.22%0.43%Q1 2019Q3 20223
TECTONIC ADVISORS LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Covalis Capital LLP 211.85%4.07%6.88%Q4 2018Q4 20193
RMR Wealth Builders 210.00%0.00%0.00%Q2 2020Q1 20213
Smith, Salley & Associates 330.02%0.02%0.02%Q1 2021Q3 20213
Northcape Capital Pty Ltd 330.03%0.05%0.06%Q4 2018Q2 20193
Jacobus Wealth Management, Inc. 330.06%0.07%0.08%Q2 2013Q4 20133
Numeric Investors LLC 110.14%0.23%0.35%Q3 2014Q3 20173
SIENA CAPITAL LLC 330.01%0.02%0.02%Q1 2022Q3 20223
Reynders McVeigh Capital Management, LLC 210.03%0.04%0.05%Q2 2015Q2 20183
Virtue Capital Management, LLC 330.11%0.23%0.41%Q4 2017Q2 20183
OLYMPUS WEALTH MANAGEMENT, LLC 211.28%5.44%12.65%Q1 2022Q4 20223
MD Financial Management Inc. 332.27%2.62%2.84%Q4 2020Q2 20213
Counsel Portfolio Services Inc. 330.07%0.07%0.07%Q1 2014Q3 20143
Castellan Group 331.22%1.65%2.39%Q4 2020Q2 20213
Engrave Wealth Partners LLC 330.00%0.01%0.02%Q4 2019Q2 20203
Vickerman Investment Advisors, Inc. 330.10%0.12%0.13%Q3 2021Q1 20223
SJS Investment Consulting Inc. 210.05%0.06%0.06%Q4 2021Q3 20223
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.36%0.39%0.42%Q4 2022Q3 20233
Elk River Wealth Management, LLC 330.07%0.08%0.10%Q4 2020Q2 20213
Systematic Alpha Investments, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
PINNBROOK CAPITAL MANAGEMENT LP 211.27%7.95%11.36%Q4 2022Q3 20233
Flower City Capital 330.34%0.44%0.53%Q4 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
RETIREMENT FINANCIAL SOLUTIONS, LLC 333.46%3.85%4.05%Q1 2023Q3 20233
Blueshift Asset Management, LLC 210.02%0.03%0.04%Q3 2020Q4 20213
Hoxton Financial, Inc. 330.02%0.03%0.04%Q2 2013Q4 20133
MCKINLEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2016Q1 20173
Partner Investment Management, L.P. 110.69%3.83%9.04%Q1 2014Q2 20183
Pine Valley Investments Ltd Liability Co 330.28%0.52%0.75%Q1 2023Q3 20233
MINOT CAPITAL, LP 3310.79%12.64%14.76%Q2 2019Q4 20193
Alken Asset Management Ltd 330.28%0.32%0.39%Q2 2017Q4 20173
Allegiant Private Advisors, LLC 330.04%0.05%0.05%Q4 2020Q2 20213
HANSBERGER GLOBAL INVESTORS INC/FL 210.10%0.18%0.32%Q2 2013Q1 20143
Hackensack Meridian Health, Inc. 3310.39%10.80%11.04%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.06%0.06%0.06%Q1 2023Q3 20233
MOON CAPITAL MANAGEMENT LP 330.07%0.08%0.09%Q1 2021Q3 20213
Flagship Private Wealth, LLC 330.11%0.19%0.24%Q4 2020Q2 20213
Strong Tower Advisory Services 332.94%3.05%3.16%Q1 2023Q3 20233
Willow Street Advisors LLC 331.76%2.00%2.20%Q2 2013Q4 20133
HOURGLASS CAPITAL, LLC 210.38%0.88%1.87%Q1 2014Q3 20203
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2019Q3 20223
Stevard, LLC 330.15%0.26%0.42%Q4 2019Q2 20203
FNY Partners Fund LP 210.00%0.01%0.03%Q4 2016Q1 20183
AUGUSTINE ASSET MANAGEMENT INC 330.17%0.21%0.23%Q2 2019Q4 20193
TEACHER RETIREMENT SYSTEM OF TEXAS 210.00%0.02%0.04%Q4 2015Q4 20213
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
O'Connor Financial Group LLC 330.52%0.55%0.57%Q1 2023Q3 20233
Glacier Peak Capital LLC 110.39%0.83%1.30%Q2 2013Q4 20163
GoldenTree Asset Management 210.10%0.47%1.00%Q4 2019Q1 20213
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
Bain Capital Public Equity Management II, LLC 211.24%1.63%1.82%Q3 2021Q3 20223
361 CAPITAL LLC 110.06%8.35%13.74%Q1 2016Q1 20193
TIFF ADVISORY SERVICES, LLC 331.06%1.43%2.18%Q2 2013Q4 20133
SigFig Wealth Management, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
GFG Capital, LLC 210.10%0.26%0.34%Q4 2021Q4 20223
PFG Investments, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
TOTAL INVESTMENT MANAGEMENT INC 334.75%6.51%7.94%Q1 2023Q3 20233
Planning Solutions Group LLC 331.84%2.03%2.30%Q4 2018Q2 20193
Grandview Asset Management LLC 210.10%0.20%0.28%Q1 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.44%0.46%0.47%Q4 2022Q3 20233
Stonehearth Capital Management, LLC 330.22%1.00%1.50%Q3 2015Q1 20163
McElhenny Sheffield Capital Management, LLC 210.05%0.14%0.27%Q3 2021Q4 20223
Deep Field Asset Management LLC 214.41%7.63%10.39%Q1 2020Q4 20203
Amiya Capital LLP 210.01%6.04%12.05%Q3 2013Q3 20143
Ergoteles LLC 110.01%0.37%1.01%Q1 2021Q4 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
KMG FIDUCIARY PARTNERS, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
Goelzer Investment Management, Inc. 210.03%0.05%0.05%Q2 2014Q3 20153
CANYON CAPITAL ADVISORS LLC 210.08%1.22%2.10%Q1 2018Q4 20183
Grandeur Peak Global Advisors, LLC 110.30%1.15%2.82%Q4 2013Q3 20163
PFM Health Sciences, LP 110.61%3.54%7.96%Q1 2014Q2 20183
Diameter Capital Partners LP 2123.97%28.87%34.59%Q4 2019Q4 20203
DUMONT & BLAKE INVESTMENT ADVISORS LLC 330.19%0.20%0.22%Q2 2015Q4 20153
Genesis Wealth Advisors, LLC 331.07%1.33%1.47%Q4 2014Q2 20153
LeJeune Puetz Investment Counsel LLC 330.06%0.06%0.07%Q3 2017Q1 20183
Advocacy Wealth Management Services, LLC 210.01%0.11%0.32%Q2 2013Q1 20213
City Financial Investment Co Ltd 330.64%0.70%0.78%Q1 2018Q3 20183
Aft, Forsyth & Sober, LLC 334.08%4.23%4.31%Q2 2013Q4 20133
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.70%3.01%4.91%Q2 2014Q3 20173
BBT Capital Management, LLC 330.18%0.22%0.29%Q3 2013Q1 20143
Bernardo Wealth Planning LLC 210.08%0.14%0.17%Q1 2019Q4 20203
Hedeker Wealth, LLC 330.01%0.21%0.42%Q2 2016Q4 20163
BCWM, LLC 330.16%0.18%0.19%Q3 2015Q1 20163
McAdam, LLC 330.04%0.05%0.08%Q1 2018Q3 20183
American Trust Investment Advisors, LLC 330.30%0.31%0.33%Q4 2014Q2 20153
Marathon Trading Investment Management LLC 110.01%0.05%0.11%Q2 2013Q4 20203
Consolidated Portfolio Review Corp 330.05%0.06%0.08%Q1 2023Q3 20233
Empirical Finance, LLC 330.38%0.76%1.45%Q3 2017Q1 20183
JUPITER ASSET MANAGEMENT LTD 330.06%0.07%0.09%Q1 2014Q3 20143
Coppell Advisory Solutions LLC 210.00%0.15%0.44%Q4 2022Q3 20233
WESPAC Advisors, LLC 210.39%0.47%0.54%Q2 2013Q4 20203
Johns Hopkins University 331.60%2.01%2.34%Q1 2023Q3 20233
JANUS HENDERSON INVESTORS US LLC 210.00%0.00%0.00%Q1 2016Q4 20163
Mach-1 Financial Group, LLC 210.00%0.02%0.04%Q2 2022Q1 20233
RITHOLTZ WEALTH MANAGEMENT 330.01%0.02%0.02%Q1 2021Q3 20213
KELLOGG W K FOUNDATION TRUST 330.47%0.76%1.14%Q4 2016Q2 20173
Context Capital Management, LLC 330.03%0.03%0.04%Q4 2020Q2 20213
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
EnTrust Global Partners Offshore LP 223.44%9.18%19.39%Q4 2018Q1 20193
Myriad Asset Management Ltd. 111.18%2.13%3.04%Q3 2017Q3 20193
Aperture Investors, LLC 330.35%0.39%0.45%Q1 2021Q3 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Wolf Group Capital Advisors 330.17%0.23%0.27%Q4 2013Q2 20143
Hilton Capital Management, LLC 330.04%0.04%0.05%Q1 2018Q3 20183
Matisse Capital 330.47%0.49%0.51%Q1 2023Q3 20233
Tuttle Capital Management, LLC 210.10%0.20%0.27%Q2 2014Q1 20213
DELTA FINANCIAL ADVISORS LLC 330.22%0.23%0.24%Q2 2019Q4 20193
Rinet Co LLC 330.09%0.10%0.11%Q1 2021Q3 20213
VitalStone Financial, LLC 210.01%0.04%0.10%Q4 2022Q3 20233
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 330.94%1.02%1.17%Q4 2020Q2 20213
CAPITAL ONE FINANCIAL CORP 330.04%0.04%0.04%Q1 2020Q3 20203
Strategic Income Management, LLC 334.05%4.12%4.25%Q4 2014Q2 20153
NAPLES GLOBAL ADVISORS, LLC 330.24%0.26%0.28%Q4 2013Q2 20143
Stratos Investment Management, LLC 330.04%0.06%0.09%Q3 2021Q1 20223
Waratah Capital Advisors Ltd. 330.05%0.89%2.50%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Fiduciary Group LLC 330.03%0.03%0.03%Q1 2021Q3 20213
Douglass Winthrop Advisors, LLC 210.01%0.02%0.02%Q1 2015Q3 20233
OppenheimerFunds, Inc. 330.00%0.00%0.00%Q3 2013Q1 20143
P&S Credit Management, L.P. 332.81%7.79%12.54%Q4 2022Q2 20233
CAMPBELL CAPITAL MANAGEMENT INC 210.55%3.00%5.60%Q1 2019Q4 20193
WASHBURN CAPITAL MANAGEMENT, INC. 330.19%0.42%0.71%Q1 2023Q3 20233
Yorktown Management & Research Co Inc 210.04%0.05%0.06%Q2 2013Q3 20143
Electron Capital Partners, LLC 213.65%8.58%11.18%Q3 2017Q4 20183
Twelve Points Wealth Management LLC 330.18%0.24%0.28%Q4 2021Q2 20223
Edgemoor Investment Advisors, Inc. 330.07%0.07%0.07%Q2 2013Q4 20133
17 CAPITAL PARTNERS, LLC 330.22%0.28%0.35%Q2 2021Q4 20213
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.38%1.25%1.72%Q1 2018Q3 20183
WHV Investments, Inc. 330.00%0.01%0.01%Q2 2013Q4 20133
PRINCETON CAPITAL MANAGEMENT LLC 330.03%0.04%0.06%Q1 2018Q3 20183
Henry James International Management Inc. 110.08%0.20%0.32%Q3 2018Q4 20213
Mirador Capital Partners LP 330.05%0.09%0.12%Q1 2021Q3 20213
J Arnold Wealth Management Co 330.00%0.00%0.01%Q3 2020Q1 20213
Wilks Brothers, LLC 210.66%1.59%2.59%Q2 2018Q1 20193
Zions Bancorporation, N.A. 330.02%0.02%0.03%Q1 2019Q3 20193
BEACH INVESTMENT COUNSEL INC/PA 110.02%0.79%1.29%Q1 2013Q1 20183
BIP Wealth, LLC 331.02%1.14%1.33%Q1 2023Q3 20233
Holistic Financial Partners 210.20%0.27%0.32%Q4 2017Q3 20183
Nan Shan Life Insurance Co., Ltd. 220.23%0.26%0.28%Q3 2018Q4 20182
Folger Hill Asset Management LP 110.06%0.25%0.45%Q3 2016Q3 20162
NAYA CAPITAL MANAGEMENT UK LTD 225.91%6.38%6.85%Q4 2015Q1 20162
Highland Private Wealth Management 110.18%1.46%2.75%Q4 2015Q1 20182
Key Square Capital Management LLC 111.77%1.86%1.94%Q2 2020Q4 20202
Opera Trading Capital 220.09%0.09%0.10%Q3 2018Q4 20182
Summit Global Investments 220.14%0.43%0.73%Q1 2021Q2 20212
Vista Private Wealth Partners. LLC 110.02%0.09%0.15%Q4 2017Q3 20192
Wind River Trust Co 220.02%0.02%0.02%Q4 2012Q1 20132
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Julex Capital Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
TFO Wealth Partners, LLC 110.01%0.01%0.02%Q2 2021Q3 20232
Ackerman Capital Advisors, LLC 220.00%0.04%0.08%Q2 2019Q3 20192
Rotation Capital Management, LP 2214.38%17.00%19.63%Q2 2017Q3 20172
Gratus Capital, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Hayden Royal, LLC 220.41%0.43%0.46%Q4 2019Q1 20202
Pegasus Partners Ltd. 110.10%0.28%0.47%Q2 2015Q4 20152
Parkside Investments, LLC 110.01%0.03%0.04%Q1 2022Q2 20232
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.14%0.38%0.63%Q2 2016Q3 20162
Lion Point Capital, LP 222.70%3.65%4.61%Q3 2022Q4 20222
Landmark Financial Advisors, LLC 223.22%3.25%3.28%Q4 2014Q1 20152
Garner Asset Management Corp 220.18%0.18%0.18%Q3 2017Q4 20172
Blue Sky Asset Management, LLC 110.94%1.43%1.91%Q1 2020Q4 20202
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
First Personal Financial Services 220.02%0.02%0.03%Q4 2017Q1 20182
All-Stars Investment Ltd 220.51%1.81%3.10%Q4 2014Q1 20152
Centenus Global Management, LP 110.09%0.09%0.10%Q1 2019Q3 20192
Islet Management, LP 110.66%1.07%1.49%Q1 2019Q1 20212
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
Shay Capital LLC 220.04%0.08%0.12%Q3 2021Q4 20212
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.02%0.03%Q2 2013Q3 20132
CFO4Life, L.P. 110.07%0.24%0.42%Q4 2014Q4 20222
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Point Break Capital Management, LLC 110.43%4.76%9.10%Q1 2019Q4 20202
Concorde Asset Management, LLC 220.40%0.41%0.42%Q3 2019Q4 20192
VAUGHAN DAVID INVESTMENTS LLC/IL 220.02%0.02%0.02%Q4 2017Q1 20182
Nova R Wealth, Inc. 220.33%0.33%0.34%Q4 2021Q1 20222
Valentine Capital Asset Management, Inc. 221.59%1.62%1.66%Q3 2015Q4 20152
Tibra Equities Europe Ltd 110.10%0.59%1.08%Q3 2020Q3 20212
Red Cedar Capital, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Hansberger Growth Investors, LP 220.28%0.41%0.54%Q4 2014Q1 20152
PhaseCapital LP 222.14%3.94%5.74%Q4 2017Q1 20182
Boussard & Gavaudan Investment Management LLP 110.19%0.35%0.50%Q2 2015Q3 20172
Stone Milliner Asset Management AG 2288.14%90.27%92.40%Q1 2017Q2 20172
SCHNIEDERS CAPITAL MANAGEMENT LLC 220.04%0.04%0.05%Q1 2023Q2 20232
Windsor Wealth Management, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
D.B. Root & Company, LLC 220.11%0.17%0.23%Q2 2019Q3 20192
Stewardship Advisors, LLC 220.09%0.09%0.09%Q4 2020Q1 20212
Centerpoint Advisors, LLC 220.11%0.12%0.12%Q4 2022Q1 20232
Atika Capital Management LLC 110.42%1.04%1.66%Q1 2016Q2 20182
Waterfront Capital Partners, LLC 221.85%2.75%3.64%Q1 2015Q2 20152
DUALITY ADVISERS, LP 110.82%1.72%2.62%Q2 2019Q4 20192
Hurlow Wealth Management Group, Inc. 220.27%0.27%0.28%Q1 2019Q2 20192
SOROS CAPITAL MANAGEMENT LLC 110.64%7.16%13.69%Q4 2020Q4 20212
StratiFi, LLC 220.02%0.10%0.17%Q3 2015Q4 20152
Black Maple Capital Management LP 221.25%2.20%3.14%Q1 2016Q2 20162
Insight Wealth Strategies, LLC 220.41%0.51%0.62%Q4 2018Q1 20192
Municipal Employees' Retirement System of Michigan 220.14%1.59%3.03%Q3 2020Q4 20202
Central Asset Investments & Management Holdings (HK) Ltd 222.27%10.71%19.14%Q2 2013Q3 20132
Atlas Principals, LLC 221.94%3.00%4.06%Q4 2019Q1 20202
ACUTA CAPITAL PARTNERS, LLC 220.79%0.97%1.16%Q1 2018Q2 20182
Walleye Capital LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Old North State Trust, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Alpha Quant Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
LVW Advisors, LLC 110.13%0.28%0.44%Q4 2014Q3 20152
Headlands Technologies LLC 220.14%0.84%1.53%Q4 2022Q1 20232
Janney Capital Management LLC 110.01%0.01%0.01%Q2 2014Q4 20142
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20202
A. D. Beadell Investment Counsel, Inc. 110.15%0.39%0.62%Q1 2020Q2 20212
Outlook Wealth Advisors, LLC 220.17%0.18%0.18%Q3 2019Q4 20192
Idaho Trust Bank 220.16%0.18%0.19%Q2 2023Q3 20232
Semmax Financial Advisors Inc. 110.00%0.00%0.01%Q1 2020Q3 20232
WealthBridge Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
London & Capital Asset Management Ltd 220.21%0.30%0.40%Q4 2018Q1 20192
DSAM Partners (London) Ltd 112.13%2.16%2.18%Q3 2016Q1 20212
Panning Capital Management, LP 116.32%7.18%8.04%Q3 2013Q3 20142
New World Advisors LLC 111.05%1.38%1.72%Q2 2021Q4 20212
Bollard Group LLC 220.17%0.18%0.18%Q3 2013Q4 20132
Carnick & Kubik, LLC 220.00%0.21%0.41%Q4 2015Q1 20162
Baltimore-Washington Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2013Q1 20142
Seven Post Investment Office LP 220.78%0.79%0.80%Q2 2020Q3 20202
LAKE STREET PRIVATE WEALTH, LLC 110.02%0.04%0.07%Q3 2021Q3 20212
Cornerstone Wealth Group, LLC 110.39%1.33%2.27%Q1 2019Q2 20222
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 119.41%17.29%25.16%Q3 2015Q3 20152
TRANSCEND CAPITAL ADVISORS, LLC 220.04%0.05%0.06%Q3 2022Q4 20222
Segantii Capital Management Ltd 110.03%0.17%0.31%Q2 2016Q2 20232
Leelyn Smith, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Artal Group S.A. 110.18%0.21%0.24%Q2 2013Q3 20152
AZENTUS CAPITAL MANAGEMENT Ltd 113.90%8.90%13.90%Q2 2013Q1 20142
NexWave Capital Partners LLC 220.53%0.54%0.55%Q2 2020Q3 20202
Nadler Financial Group, Inc. 110.15%0.18%0.22%Q2 2013Q4 20132
Itau USA Asset Management Inc. 221.98%2.02%2.06%Q3 2013Q4 20132
Williams Jones Wealth Management, LLC. 220.01%0.01%0.01%Q3 2019Q4 20192
Crake Asset Management LLP 110.85%5.43%10.00%Q1 2020Q1 20212
Candlestick Capital Management LP 111.44%1.65%1.85%Q1 2020Q2 20212
Beck Bode, LLC 110.00%0.01%0.01%Q3 2020Q2 20212
Jackson Wealth Management, LLC 110.49%0.80%1.11%Q1 2016Q3 20162
Euro Pacific Asset Management, LLC 110.05%0.07%0.08%Q4 2021Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
HawsGoodwin Investment Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
HENGEHOLD CAPITAL MANAGEMENT LLC 110.04%0.51%0.98%Q4 2015Q4 20212
Pension Partners, LLC 119.24%27.68%46.13%Q3 2015Q4 20172
Investors Financial Group, LLC 220.32%0.35%0.38%Q4 2019Q1 20202
Cascabel Management LP 112.03%7.95%13.86%Q2 2013Q1 20142
SPRENG CAPITAL MANAGEMENT, INC. 220.47%0.48%0.49%Q1 2021Q2 20212
Lombard Odier Asset Management (Switzerland) SA 110.25%8.32%16.40%Q3 2015Q3 20162
Meadow Creek Wealth Advisors LLC 110.32%0.95%1.58%Q4 2019Q4 20212
ELEMENT CAPITAL MANAGEMENT LLC 117.61%27.91%48.21%Q1 2014Q3 20142
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
J.Safra Asset Management Corp 220.13%0.18%0.23%Q3 2016Q4 20162
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20182
Apeiron RIA LLC 110.14%0.17%0.19%Q1 2022Q3 20222
Boston Trust Walden Corp 220.00%0.00%0.00%Q3 2019Q4 20192
Investment Research & Advisory Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Genus Capital Management Inc. 220.08%0.08%0.08%Q2 2023Q3 20232
Stonebridge Financial Planning Group, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
PECONIC PARTNERS LLC 110.86%3.18%5.49%Q1 2019Q4 20192
Rotella Capital Management, Inc. 221.65%3.24%4.84%Q2 2013Q3 20132
Carlyle Group Inc. 220.01%0.02%0.02%Q4 2014Q1 20152
Mine & Arao Wealth Creation & Management, LLC. 220.00%0.00%0.00%Q4 2019Q1 20202
GAVEA INVESTIMENTOS LTDA 119.60%10.81%12.03%Q3 2016Q1 20192
Regent Peak Wealth Advisors LLC 110.01%0.06%0.11%Q4 2020Q2 20222
Aprio Wealth Management, LLC 220.39%0.41%0.44%Q4 2019Q1 20202
LMR Master Fund Ltd 220.20%1.33%2.46%Q2 2013Q3 20132
Consolidated Planning Corp 110.06%0.06%0.07%Q3 2021Q3 20222
ELLIOTT MANAGEMENT CORP 110.59%0.74%0.89%Q2 2016Q1 20172
Main Street Research LLC 220.39%2.75%5.11%Q3 2019Q4 20192
Mosaic Financial Partners, Inc. 110.40%0.45%0.51%Q2 2013Q3 20152
SPROTT INC. 110.02%0.04%0.06%Q2 2014Q1 20162
Grant/GrossMendelsohn, LLC 220.37%0.45%0.52%Q1 2023Q2 20232
ETRADE Capital Management LLC 220.00%0.01%0.01%Q2 2013Q3 20132
Davis Capital Management 220.10%0.11%0.11%Q1 2020Q2 20202
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
AFT, FORSYTH & COMPANY, INC. 221.10%1.11%1.12%Q2 2013Q3 20132
Horizon Wealth Management, LLC 220.14%0.20%0.26%Q1 2023Q2 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
ONE Advisory Partners, LLC 220.39%0.40%0.41%Q3 2022Q4 20222
Summit Asset Management, LLC 220.14%0.15%0.15%Q1 2015Q2 20152
Sequent Asset Management, LLC 220.39%0.53%0.68%Q4 2022Q1 20232
MAVERICK CAPITAL LTD 222.83%2.94%3.05%Q3 2021Q4 20212
Platform Technology Partners 220.11%0.12%0.12%Q2 2021Q3 20212
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Bulldog Investors, LLP 220.65%1.99%3.34%Q3 2018Q4 20182
TruWealth Advisors, LLC 220.09%0.10%0.10%Q3 2021Q4 20212
Brown Miller Wealth Management, LLC 220.29%0.30%0.30%Q4 2020Q1 20212
Banyan Partners, LLC 220.66%0.78%0.89%Q3 2013Q4 20132
MONTAGE INVESTMENTS, LLC 220.02%0.14%0.27%Q2 2016Q3 20162
Alpha DNA Investment Management LLC 220.10%0.12%0.14%Q4 2020Q1 20212
P SCHOENFELD ASSET MANAGEMENT LP 110.86%0.86%0.86%Q3 2016Q2 20182
Latitude Advisors, LLC 221.69%1.71%1.72%Q4 2020Q1 20212
COWA, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
CFS Investment Advisory Services, LLC 110.00%0.11%0.21%Q2 2021Q1 20222
FIRETHORN WEALTH PARTNERS, LLC 220.30%0.33%0.36%Q3 2022Q4 20222
MBL Wealth, LLC 220.10%0.10%0.10%Q4 2020Q1 20212
Randolph Co Inc 221.11%1.20%1.28%Q1 2016Q2 20162
Freedman Financial Associates, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Kowal Investment Group, LLC 220.09%0.11%0.13%Q2 2023Q3 20232
Round Rock Advisors, LLC 223.30%3.38%3.46%Q1 2021Q2 20212
Manatuck Hill Partners, LLC 110.35%0.93%1.51%Q4 2018Q4 20192
COWEN INC. 110.51%0.68%0.86%Q2 2013Q3 20152
Ipswich Investment Management Co., Inc. 110.03%0.03%0.04%Q1 2016Q4 20182
TNF LLC 220.10%0.10%0.10%Q3 2021Q4 20212
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Alberta Investment Management Corp 110.03%0.60%1.17%Q4 2021Q1 20232
Keystone Wealth Services, LLC 220.08%0.08%0.09%Q1 2023Q2 20232
PZENA INVESTMENT MANAGEMENT LLC 110.01%0.01%0.02%Q4 2015Q1 20172
Legato Capital Management LLC 110.34%1.55%2.76%Q4 2019Q1 20222
Polar Capital LLP 220.00%0.00%0.00%Q3 2016Q4 20162
VISTA FINANCE, LLC 220.36%0.41%0.46%Q4 2021Q1 20222
FrontFour Capital Group LLC 221.21%1.59%1.97%Q4 2013Q1 20142
SURIENCE PRIVATE WEALTH LLC 224.42%5.19%5.95%Q4 2022Q1 20232
Holowesko Partners Ltd. 114.67%6.53%8.40%Q4 2015Q2 20192
Vahanian & Associates Financial Planning Inc. 220.64%0.66%0.69%Q4 2021Q1 20222
Baltimore-Washington Financial Advisors Inc. 220.00%0.01%0.01%Q2 2013Q3 20132
Kolinsky Wealth Management, LLC 220.50%0.82%1.13%Q1 2022Q2 20222
Connective Portfolio Management, LLC 222.11%3.78%5.45%Q1 2023Q2 20232
WealthTrust-Arizona, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Portfolio Strategies Inc 110.48%1.42%2.36%Q2 2014Q4 20162
Steward Financial Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Financial Connections Group, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
GREENUP STREET WEALTH MANAGEMENT LLC 220.12%0.20%0.28%Q4 2021Q1 20222
Cheyne Capital Management (UK) LLP 112.60%4.70%6.80%Q1 2014Q4 20192
Man Investments Ltd 110.42%0.68%0.95%Q3 2013Q2 20142
R & A Capital Management, LLC 221.30%1.31%1.31%Q2 2013Q3 20132
Vantage Financial Partners, LLC 220.13%0.14%0.14%Q4 2021Q1 20222
Forum Financial Management, LP 220.01%0.01%0.01%Q2 2023Q3 20232
High Net Worth Advisory Group LLC 220.00%0.01%0.01%Q4 2021Q1 20222
WorthPointe, LLC 110.03%0.19%0.35%Q4 2021Q4 20212
AJO, LP 220.03%0.05%0.07%Q4 2015Q1 20162
FSC Wealth Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
HBK INVESTMENTS L P 110.02%0.03%0.04%Q2 2016Q3 20172
EHP Funds Inc. 110.04%0.08%0.11%Q3 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Axim Planning & Wealth 220.00%0.02%0.03%Q2 2022Q3 20222
BALESTRA CAPITAL LTD. 220.06%0.40%0.73%Q2 2013Q3 20132
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
DAYMARK WEALTH PARTNERS, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.53%0.54%0.55%Q2 2023Q3 20232
Bensler, LLC 220.04%0.04%0.05%Q4 2022Q1 20232
Strategies Wealth Advisors, LLC 220.44%0.45%0.45%Q1 2022Q2 20222
Legacy Capital Group California, Inc. 220.14%0.17%0.19%Q2 2023Q3 20232
ORG Partners LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
UNION SAVINGS BANK 220.15%0.15%0.16%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.36%0.38%0.41%Q2 2023Q3 20232
PFW Advisors LLC 225.30%5.33%5.36%Q2 2023Q3 20232
CGC Financial Services, LLC 220.17%0.17%0.18%Q2 2023Q3 20232
Slocum, Gordon & Co LLP 220.01%0.01%0.01%Q2 2023Q3 20232
Disciplina Capital Management LLC 224.08%4.18%4.29%Q1 2021Q2 20212
Platinum Management (NY) LLC 221.35%1.36%1.38%Q2 2014Q3 20142
STIFEL NICOLAUS & CO INC \MO\ 220.28%0.29%0.30%Q2 2013Q3 20132
Lorber David A 221.14%1.68%2.20%Q4 2013Q1 20142
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. 2214.39%14.53%14.68%Q2 2013Q3 20132
Dunvegan Associates, Inc. 220.19%0.19%0.20%Q4 2014Q1 20152
IMS Capital Management 220.29%0.30%0.31%Q3 2013Q4 20132
Opus Capital Group, LLC 220.02%0.03%0.04%Q4 2013Q1 20142
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 224.95%14.22%23.49%Q4 2012Q1 20132
MONTAG & CALDWELL, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
AMERICAN CAPITAL MANAGEMENT INC 220.35%0.37%0.39%Q4 2015Q1 20162
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
LEGG MASON, INC. 220.02%0.07%0.12%Q3 2016Q4 20162
HORIZON BANCORP INC /IN/ 220.34%0.52%0.70%Q2 2023Q3 20232
Watershed Asset Management, L.L.C. 228.55%8.94%9.33%Q2 2022Q3 20222
Eton Park Capital Management, L.P. 222.03%2.15%2.28%Q3 2015Q4 20152
Artha Capital Management, Inc. 118.93%16.62%24.30%Q1 2013Q3 20132
ROMAN BUTLER FULLERTON & CO 220.20%0.24%0.29%Q1 2021Q2 20212
Shannon River Fund Management LLC 225.22%5.69%6.16%Q1 2014Q2 20142
BOENNING & SCATTERGOOD, INC. 220.04%0.04%0.05%Q1 2021Q2 20212
MARATHON ASSET MANAGEMENT LP 220.98%1.02%1.06%Q2 2015Q3 20152
CONTINENTAL ADVISORS LLC 110.85%1.43%2.02%Q2 2022Q3 20232
PLATINUM GROVE ASSET MANAGEMENT, LP 227.14%8.82%10.50%Q2 2013Q3 20132
VAUGHAN & Co SECURITIES, INC. 220.00%0.00%0.00%Q4 2019Q1 20202
STEADFAST ADVISORS LP 220.42%0.78%1.13%Q2 2016Q3 20162
OAKTREE CAPITAL MANAGEMENT LP 220.02%0.02%0.02%Q2 2015Q3 20152
Leonard Green & Partners, L.P. 221.65%2.09%2.53%Q3 2021Q4 20212
JANA PARTNERS LLC 110.13%0.85%1.56%Q1 2016Q3 20182
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.21%0.42%Q1 2013Q3 20232
Bain Capital Public Equity Management, LLC 110.07%0.08%0.08%Q4 2016Q3 20182
BBVA USA 220.47%0.48%0.49%Q2 2021Q3 20212
LEO BROKERAGE, LLC 220.10%0.11%0.13%Q1 2023Q2 20232
Gruss Capital Management LP 220.23%0.34%0.44%Q3 2015Q4 20152
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
LINCOLN CAPITAL CORP 110.13%0.19%0.24%Q4 2021Q2 20222
AMUSSEN HUNSAKER ASSOCIATES LLC 220.08%0.08%0.08%Q2 2018Q3 20182
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.01%0.02%0.02%Q2 2018Q3 20182
STANCORP INVESTMENT ADVISERS INC 221.26%1.33%1.40%Q4 2014Q1 20152
BAR HARBOR TRUST SERVICES 110.00%0.24%0.48%Q2 2013Q2 20222
TREES INVESTMENT COUNSEL LLC 221.62%1.62%1.63%Q2 2013Q3 20132
ELLINGTON MANAGEMENT GROUP LLC 113.83%4.31%4.79%Q4 2016Q3 20172
SCOGGIN MANAGEMENT LP 110.34%3.06%5.77%Q2 2015Q2 20232
ARDSLEY ADVISORY PARTNERS LP 110.13%0.14%0.14%Q1 2016Q3 20182
ANALYTIC INVESTORS, LLC 110.04%0.05%0.05%Q3 2013Q3 20142
VAN STRUM & TOWNE INC. 220.10%0.10%0.10%Q1 2021Q2 20212
SHUFRO ROSE & CO LLC 110.00%0.01%0.02%Q3 2019Q1 20222
HIGHFIELDS CAPITAL MANAGEMENT LP 110.19%0.21%0.24%Q2 2018Q2 20182
FIRSTMERIT BANK N A TRUSTEE 110.02%0.02%0.03%Q3 2014Q2 20162
Advanced Asset Management Advisors Inc 220.00%0.00%0.00%Q4 2019Q1 20202
TTP Investments, Inc. 222.25%2.28%2.31%Q4 2017Q1 20182
First Capital Advisors Group, LLC. 110.07%1.17%2.27%Q1 2018Q1 20232
KHP Capital, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Forefront Analytics, LLC 220.16%0.16%0.16%Q4 2022Q1 20232
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
ADVISOR PARTNERS LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Schusterman Interests, LLC 110.32%0.32%0.32%Q2 2023Q2 20231
Naviter Wealth, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
EXCHANGE TRADED CONCEPTS, LLC 110.43%0.43%0.43%Q3 2020Q3 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SkyView Investment Advisors, LLC 110.83%0.83%0.83%Q1 2023Q1 20231
FUKOKU MUTUAL LIFE INSURANCE Co 110.12%0.12%0.12%Q2 2015Q2 20151
Columbus Hill Capital Management, L.P. 113.22%3.22%3.22%Q1 2015Q1 20151
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Dunhill Financial, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.08%0.08%0.08%Q4 2019Q4 20191
Lubar & Co., Inc 112.19%2.19%2.19%Q2 2015Q2 20151
CIDEL ASSET MANAGEMENT INC 110.01%0.01%0.01%Q3 2015Q3 20151
MGO Private Wealth, LLC 110.17%0.17%0.17%Q3 2022Q3 20221
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.06%0.06%0.06%Q4 2013Q4 20131
440 INVESTMENT GROUP, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Legacy Wealth Asset Management, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
PGIM Custom Harvest LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q2 2013Q2 20131
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Greystone Financial Group, LLC 111.16%1.16%1.16%Q4 2020Q4 20201
HARBOR CAPITAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2023Q4 20231
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q4 2020Q4 20201
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Insight Advisors, LLC/ PA 110.08%0.08%0.08%Q1 2021Q1 20211
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Stillwater Investment Management, LLC 110.94%0.94%0.94%Q4 2013Q4 20131
Evermore Global Advisors, LLC 112.50%2.50%2.50%Q4 2019Q4 20191
York Capital Management Global Advisors, LLC 112.18%2.18%2.18%Q3 2015Q3 20151
FBR & Co. 114.90%4.90%4.90%Q2 2013Q2 20131
Verus Financial Partners, Inc. 111.78%1.78%1.78%Q3 2020Q3 20201
Granger Management LLC 110.13%0.13%0.13%Q2 2022Q2 20221
JONES ROAD CAPITAL MANAGEMENT, L.P. 112.08%2.08%2.08%Q4 2020Q4 20201
B, B, H, & B INC. 110.02%0.02%0.02%Q4 2020Q4 20201
Third Point 110.01%0.01%0.01%Q2 2013Q2 20131
Sterling Manor Financial, LLC 113.10%3.10%3.10%Q4 2020Q4 20201
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q2 2014Q2 20141
BAKER TILLY WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
MSF Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
REGIMEN WEALTH, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
PALO ALTO WEALTH ADVISORS, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Schiavi & Co LLC 110.36%0.36%0.36%Q4 2021Q4 20211
Kaydan Wealth Management, Inc. 113.16%3.16%3.16%Q1 2022Q1 20221
Monterey Private Wealth, Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
Team Hewins, LLC 111.41%1.41%1.41%Q3 2023Q3 20231
Matthew Goff Investment Advisor, LLC 114.11%4.11%4.11%Q2 2018Q2 20181
Quintium Advisors, LLC 110.64%0.64%0.64%Q3 2015Q3 20151
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TFB Advisors LLC 110.26%0.26%0.26%Q2 2023Q2 20231
DFPG INVESTMENTS, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
AT Bancorp 110.06%0.06%0.06%Q4 2013Q4 20131
Arctis Global LLC 1116.88%16.88%16.88%Q3 2023Q3 20231
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Park Place Capital Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Renaissance Investment Group LLC 112.19%2.19%2.19%Q2 2013Q2 20131
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
J.P. Turner & Co Capital Mnagement, LLC 110.22%0.22%0.22%Q2 2015Q2 20151
True Wealth Design, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MIZUHO MARKETS AMERICAS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gotham Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
PACES FERRY WEALTH ADVISORS, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Sharp Capital Gestora de Recursos Ltda. 115.74%5.74%5.74%Q1 2023Q1 20231
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 110.41%0.41%0.41%Q1 2023Q1 20231
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ulysses Management LLC 110.22%0.22%0.22%Q4 2019Q4 20191
DDFG, Inc 110.11%0.11%0.11%Q4 2022Q4 20221
Woodbine Capital Advisors LP 113.02%3.02%3.02%Q1 2014Q1 20141
REFRAME WEALTH, LLC 110.98%0.98%0.98%Q4 2022Q4 20221
Hanlon Investment Management, Inc. 110.74%0.74%0.74%Q4 2022Q4 20221
Aaron Wealth Advisors LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Vollero Beach Capital Partners LLC 111.94%1.94%1.94%Q1 2014Q1 20141
ROCKY MOUNTAIN ADVISERS, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Truadvice, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Eidelman Virant Capital 110.11%0.11%0.11%Q2 2021Q2 20211
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 112.11%2.11%2.11%Q3 2013Q3 20131
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2022Q1 20221
PVG Asset Management 110.35%0.35%0.35%Q2 2015Q2 20151
Achievement Holdings L.P. 110.52%0.52%0.52%Q3 2015Q3 20151
Hixon Zuercher, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
WEALTH ADVISORS, INC. 110.46%0.46%0.46%Q4 2019Q4 20191
Empower Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JT Stratford LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Landmark Wealth Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NewDay Solutions, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GFI Investment Counsel Ltd. 110.02%0.02%0.02%Q1 2018Q1 20181
BROWN WEALTH MANAGEMENT, LLC 111.51%1.51%1.51%Q3 2023Q3 20231
PYRRHO CAPITAL MANAGEMENT, LP 112.16%2.16%2.16%Q1 2016Q1 20161
LJI Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 110.41%0.41%0.41%Q4 2019Q4 20191
TFG Advisers LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Ramirez Asset Management, Inc. 110.24%0.24%0.24%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Filbrandt Wealth Management, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Godshalk Welsh Capital Management, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
Oak Asset Management, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Aspen Grove Capital, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Gemsstock Ltd. 111.91%1.91%1.91%Q1 2020Q1 20201
First Ascent Asset Management, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Financiere des Professionnels - Fonds d,investissement inc. 111.15%1.15%1.15%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SYON CAPITAL LLC 110.64%0.64%0.64%Q3 2023Q3 20231
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 110.04%0.04%0.04%Q2 2021Q2 20211
SYNTAX RESEARCH, INC. 110.93%0.93%0.93%Q3 2023Q3 20231
MSD Partners, L.P. 113.65%3.65%3.65%Q1 2019Q1 20191
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Savoie Capital LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.10%0.10%0.10%Q4 2022Q4 20221
Smithwood Advisers, L.P. 118.24%8.24%8.24%Q1 2015Q1 20151
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.08%0.08%0.08%Q2 2015Q2 20151
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Monaco Asset Management SAM 119.70%9.70%9.70%Q3 2022Q3 20221
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Financial Sense Advisors, Inc. 110.27%0.27%0.27%Q3 2016Q3 20161
GRAYHAWK INVESTMENT STRATEGIES INC. 110.00%0.00%0.00%Q2 2022Q2 20221
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
MITCHELL SINKLER & STARR/PA 110.13%0.13%0.13%Q2 2013Q2 20131
KKR Credit Advisors (US) LLC 112.10%2.10%2.10%Q2 2013Q2 20131
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.72%0.72%0.72%Q4 2014Q4 20141
Indiana Trust & Investment Management CO 110.20%0.20%0.20%Q3 2023Q3 20231
Adams Wealth Management 111.43%1.43%1.43%Q4 2019Q4 20191
Kessler Investment Group, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Relative Value Partners, LLC 110.06%0.06%0.06%Q1 2014Q1 20141
CAAS CAPITAL MANAGEMENT LP 110.07%0.07%0.07%Q3 2023Q3 20231
HBC Financial Services, PLLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hartford Financial Management Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
Legacy Wealth Planning, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Clark Capital Management Group, Inc. 111.12%1.12%1.12%Q4 2014Q4 20141
Fiera Capital (Europe) Ltd. 1114.35%14.35%14.35%Q4 2014Q4 20141
Tatro Capital, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.14%0.14%0.14%Q4 2013Q4 20131
KLS Professional Advisors Group, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Elevated Capital Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Brown University 111.01%1.01%1.01%Q4 2020Q4 20201
Nationwide Asset Management LLC 110.92%0.92%0.92%Q4 2020Q4 20201
DIMENSIONAL FUND ADVISORS LP 110.01%0.01%0.01%Q4 2014Q4 20141
Zweig-DiMenna Associates LLC 111.21%1.21%1.21%Q1 2014Q1 20141
Estabrook Capital Management 110.01%0.01%0.01%Q2 2013Q2 20131
Eukles Asset Management 110.19%0.19%0.19%Q2 2021Q2 20211
Taylor Frigon Capital Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Spectrum Management Group, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Private Wealth Partners, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
CHILTON INVESTMENT CO INC. 110.02%0.02%0.02%Q1 2023Q1 20231
LSV ASSET MANAGEMENT 110.16%0.16%0.16%Q4 2018Q4 20181
Shilanski & Associates, Inc. 110.15%0.15%0.15%Q3 2022Q3 20221
Perennial Investment Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Castle Creek Arbitrage, LLC 110.94%0.94%0.94%Q4 2014Q4 20141
Bank of Marin 110.22%0.22%0.22%Q4 2019Q4 20191
Ceros Financial Services Inc. 1113.37%13.37%13.37%Q1 2019Q1 20191
Farmers National Bank 110.00%0.00%0.00%Q1 2019Q1 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q4 2019Q4 20191
First Eagle Investment Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
STONNINGTON GROUP, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.21%0.21%0.21%Q1 2020Q1 20201
SkyOak Wealth, LLC 110.81%0.81%0.81%Q4 2019Q4 20191
Altshuler Shaham Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Cairn Investment Group, Inc. 111.82%1.82%1.82%Q2 2022Q2 20221
COHEN LAWRENCE B 110.15%0.15%0.15%Q4 2021Q4 20211
Foyston, Gordon, & Payne Inc 116.40%6.40%6.40%Q3 2022Q3 20221
Sunburst Financial Group, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Keel Point Advisors, LLC 110.43%0.43%0.43%Q4 2014Q4 20141
Empire Capital Management, L.L.C. 113.25%3.25%3.25%Q2 2013Q2 20131
Allegis Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
F&C Asset Management plc 110.01%0.01%0.01%Q2 2013Q2 20131
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
abrdn plc 110.08%0.08%0.08%Q3 2021Q3 20211
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
Oasis Management Co Ltd. 110.29%0.29%0.29%Q1 2016Q1 20161
S.A.C. GLOBAL INVESTORS, LLP 119.95%9.95%9.95%Q3 2013Q3 20131
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
TOEWS CORP /ADV 1134.44%34.44%34.44%Q4 2010Q4 20101
Paragon Advisors, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Silicon Hills Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Empyrean Capital Partners, LP 111.04%1.04%1.04%Q2 2018Q2 20181
Futuris Asset Management AB 111.34%1.34%1.34%Q2 2014Q2 20141
Americana Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
FRONTIER INVESTMENT MGMT CO 111.55%1.55%1.55%Q2 2018Q2 20181
CR Intrinsic Investors, LLC 110.23%0.23%0.23%Q4 2013Q4 20131
AlphaStar Capital Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
WESTPAC BANKING CORP 110.30%0.30%0.30%Q3 2013Q3 20131
Hillman Capital Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Chapwood Capital Investment Management, LLC 112.17%2.17%2.17%Q4 2019Q4 20191
Watson Rebecca 110.06%0.06%0.06%Q2 2020Q2 20201
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Kirkoswald Asset Management LLC 1145.57%45.57%45.57%Q4 2019Q4 20191
OPTIONS SOLUTIONS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Fore Research & Management, LP 114.83%4.83%4.83%Q4 2016Q4 20161
LVM CAPITAL MANAGEMENT LTD/MI 110.18%0.18%0.18%Q2 2013Q2 20131
MIRABELLA FINANCIAL SERVICES LLP 112.21%2.21%2.21%Q4 2019Q4 20191
Epstein & White Financial LLC 110.67%0.67%0.67%Q4 2018Q4 20181
America First Investment Advisors, LLC 110.06%0.06%0.06%Q1 2017Q1 20171
XPONANCE, INC. 110.17%0.17%0.17%Q4 2013Q4 20131
PICTON MAHONEY ASSET MANAGEMENT 110.01%0.01%0.01%Q2 2020Q2 20201
GRANDFIELD & DODD, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Belmont Capital, LLC 110.70%0.70%0.70%Q2 2023Q2 20231
Cornerstone Retirement Group, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Black River Asset Management LLC 1118.40%18.40%18.40%Q4 2013Q4 20131
Gyon Technologies Capital Management, LP 110.20%0.20%0.20%Q3 2020Q3 20201
Covenant Partners, LLC 110.32%0.32%0.32%Q2 2022Q2 20221
NEXT Financial Holdings 110.19%0.19%0.19%Q1 2019Q1 20191
Reby Advisors, LLC 111.63%1.63%1.63%Q4 2020Q4 20201
ORSER CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Osbon Capital Management LLC 111.34%1.34%1.34%Q2 2019Q2 20191
HARDING LOEVNER LP 110.02%0.02%0.02%Q4 2015Q4 20151
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Neon Liberty Capital Management LLC 1161.19%61.19%61.19%Q1 2014Q1 20141
PNC Managed Account Solutions, Inc. 110.85%0.85%0.85%Q2 2021Q2 20211
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Stone Toro Investment Advisers, LP 110.47%0.47%0.47%Q2 2013Q2 20131
RDA Financial Network 110.10%0.10%0.10%Q3 2020Q3 20201
Boundary Creek Advisors LP 110.58%0.58%0.58%Q4 2022Q4 20221
Silicon Valley Capital Partners 110.05%0.05%0.05%Q1 2021Q1 20211
KAYS FINANCIAL ADVISORY CORP /ADV 110.79%0.79%0.79%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.84%0.84%0.84%Q1 2017Q1 20171
Gilman Hill Asset Management, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Brendel Financial Advisors LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Farmers & Merchants Trust Co of Chambersburg PA 110.00%0.00%0.00%Q1 2017Q1 20171
HNP Capital LLC 110.12%0.12%0.12%Q1 2020Q1 20201
ALTERNA WEALTH MANAGEMENT, INC 110.19%0.19%0.19%Q1 2019Q1 20191
ZEVENBERGEN CAPITAL INVESTMENTS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Advisor OS, LLC 111.90%1.90%1.90%Q1 2021Q1 20211
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.59%0.59%0.59%Q2 2019Q2 20191
GENWORTH FINANCIAL INC 110.28%0.28%0.28%Q2 2013Q2 20131
HC FINANCIAL ADVISORS INC 110.06%0.06%0.06%Q3 2021Q3 20211
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ANDERSON HOAGLAND & CO 110.26%0.26%0.26%Q1 2019Q1 20191
Elgethun Capital Management 110.07%0.07%0.07%Q4 2016Q4 20161
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
CenturyLink Investment Management Co 113.28%3.28%3.28%Q3 2015Q3 20151
Ferguson Shapiro LLC 110.15%0.15%0.15%Q3 2021Q3 20211
VeraBank, N.A. 110.09%0.09%0.09%Q3 2023Q3 20231
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
Sather Financial Group Inc 110.13%0.13%0.13%Q3 2021Q3 20211
QUALCOMM INC/DE 110.28%0.28%0.28%Q2 2014Q2 20141
FIDUCIARY COUNSELLING INC 118.67%8.67%8.67%Q1 2016Q1 20161
HORAN CAPITAL MANAGEMENT 110.05%0.05%0.05%Q1 2017Q1 20171
Lyxor Asset Management Inc. 1129.52%29.52%29.52%Q3 2019Q3 20191
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Clarfeld Financial Advisors, LLC 115.46%5.46%5.46%Q4 2018Q4 20181
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bank OZK 110.16%0.16%0.16%Q2 2013Q2 20131
SUSQUEHANNA TRUST & INVESTMENT CO 110.09%0.09%0.09%Q4 2014Q4 20141
ICONIQ Capital, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CITIZENS & NORTHERN CORP 111.85%1.85%1.85%Q3 2015Q3 20151
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Teewinot Capital Advisers, L.L.C. 110.59%0.59%0.59%Q1 2014Q1 20141
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Claro Advisors LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Maltin Wealth Management, Inc. 110.16%0.16%0.16%Q4 2019Q4 20191
WASATCH ADVISORS LP 110.10%0.10%0.10%Q4 2020Q4 20201
Investment Counsel Inc. 110.27%0.27%0.27%Q2 2016Q2 20161
Questar Asset Management, Inc. 110.36%0.36%0.36%Q4 2018Q4 20181
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Index Management Solutions, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
PVG ASSET MANAGEMENT CORP 110.15%0.15%0.15%Q3 2016Q3 20161
Kopernik Global All-Cap Fund, LP 110.06%0.06%0.06%Q4 2019Q4 20191
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
CADENCE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
EFG CAPITAL INTERNATIONAL CORP. 111.39%1.39%1.39%Q2 2023Q2 20231
LEUTHOLD GROUP, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Raffles Associates 111.88%1.88%1.88%Q2 2018Q2 20181
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2014Q1 20141
PRW Wealth Management LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Columbia Asset Management 110.06%0.06%0.06%Q1 2018Q1 20181
Scoria Capital Partners LP 113.96%3.96%3.96%Q1 2015Q1 20151
Miramar Fiduciary Corp 110.01%0.01%0.01%Q4 2018Q4 20181
ALLSTATE INVESTMENT MANAGEMENT CO 110.48%0.48%0.48%Q4 2022Q4 20221
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 112.50%2.50%2.50%Q4 2015Q4 20151
CARLSON CAPITAL L P 110.18%0.18%0.18%Q3 2013Q3 20131
OAK HILL ADVISORS LP 112.34%2.34%2.34%Q3 2014Q3 20141
Mariner Wealth Advisors-NYC, LLC 110.39%0.39%0.39%Q1 2015Q1 20151
SPINNAKER TRUST 110.14%0.14%0.14%Q1 2014Q1 20141
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
MRA Associates USA LLC 110.07%0.07%0.07%Q3 2019Q3 20191
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Lake Hills Wealth Management, LLC 112.32%2.32%2.32%Q2 2023Q2 20231
YorkBridge Wealth Partners, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
DRW SECURITIES, L.L.C. 110.02%0.02%0.02%Q3 2022Q3 20221
All Season Financial Advisors, Inc. 110.23%0.23%0.23%Q3 2021Q3 20211
Interval Partners, LP 110.62%0.62%0.62%Q1 2015Q1 20151
TIDE POINT CAPITAL MANAGEMENT, LP 115.74%5.74%5.74%Q2 2017Q2 20171
BEDEL FINANCIAL CONSULTING INC 110.11%0.11%0.11%Q3 2023Q3 20231
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 110.03%0.03%0.03%Q2 2013Q2 20131
DAVIDSON INVESTMENT ADVISORS 110.00%0.00%0.00%Q2 2017Q2 20171
CAZENOVE CAPITAL MANAGEMENT LTD 110.31%0.31%0.31%Q2 2013Q2 20131
COMMONWEALTH BANK OF AUSTRALIA 110.02%0.02%0.02%Q2 2013Q2 20131
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
FIRST INTERSTATE BANCSYSTEM INC 110.55%0.55%0.55%Q1 2021Q1 20211
Quad-Cities Investment Group, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Delpha Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Tourbillon Capital Partners, L.P. 111.37%1.37%1.37%Q2 2016Q2 20161
Claar Advisors LLC 113.45%3.45%3.45%Q3 2018Q3 20181
Elo Mutual Pension Insurance Co 116.43%6.43%6.43%Q1 2018Q1 20181
Legg Mason International Equities 1137.90%37.90%37.90%Q3 2013Q3 20131
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.23%0.23%0.23%Q2 2019Q2 20191
TRUE Private Wealth Advisors 110.02%0.02%0.02%Q3 2018Q3 20181
SOCIETE GENERALE 110.16%0.16%0.16%Q2 2016Q2 20161
DE BURLO GROUP INC 111.67%1.67%1.67%Q1 2023Q1 20231
Emso Asset Management Ltd 1171.85%71.85%71.85%Q2 2021Q2 20211
SEIZERT CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Garda Capital Partners LP 110.16%0.16%0.16%Q4 2022Q4 20221
Community Capital Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
STEELHEAD PARTNERS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Naya Management LLP 117.47%7.47%7.47%Q3 2015Q3 20151
OLD DOMINION CAPITAL MANAGEMENT INC 110.27%0.27%0.27%Q4 2016Q4 20161
NORTHSTAR ASSET MANAGEMENT Co LLC 110.88%0.88%0.88%Q2 2013Q2 20131
Blue Granite Capital, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Cavalier Investments, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Appaloosa LP 114.00%4.00%4.00%Q4 2017Q4 20171
SIGNET MANAGEMENT USA, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Permanens Capital L.P. 110.73%0.73%0.73%Q4 2013Q4 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Silver Bridge Capital Management LLC 112.33%2.33%2.33%Q2 2013Q2 20131
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
Johnson Midwest Financial, LLC 1113.11%13.11%13.11%Q4 2020Q4 20201
INDEPENDENT INVESTORS INC 110.11%0.11%0.11%Q3 2013Q3 20131
Premia Global Advisors, LLC 110.21%0.21%0.21%Q1 2019Q1 20191
TDAM USA INC. 110.10%0.10%0.10%Q3 2013Q3 20131
Florence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CastleArk Alternatives, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Synergy Asset Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Ironsides Partners LLC 110.22%0.22%0.22%Q2 2017Q2 20171
AXIOM INVESTORS LLC /DE 110.01%0.01%0.01%Q2 2014Q2 20141
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 110.04%0.04%0.04%Q3 2013Q3 20131
Steigerwald, Gordon & Koch Inc. 111.11%1.11%1.11%Q4 2011Q4 20111
BOARDMAN BAY CAPITAL MANAGEMENT LLC 111.25%1.25%1.25%Q3 2018Q3 20181
Altman Advisors, Inc. 111.65%1.65%1.65%Q4 2017Q4 20171
SECURITY NATIONAL BANK OF SO DAK 110.19%0.19%0.19%Q2 2021Q2 20211
EverPoint Asset Management, LLC 110.54%0.54%0.54%Q4 2014Q4 20141
SAWGRASS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Cubist Systematic Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
AMUNDI ASSET MANAGEMENT US, INC. 110.02%0.02%0.02%Q3 2016Q3 20161
Resource Management, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
AURORA FINANCIAL ADVISORS, LLC 110.51%0.51%0.51%Q4 2017Q4 20171
Seneca House Advisors 110.17%0.17%0.17%Q1 2018Q1 20181
Fiduciary Wealth Partners, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Elephas Investment Management Ltd 110.53%0.53%0.53%Q4 2018Q4 20181
Omega Advisors Inc. 111.05%1.05%1.05%Q4 2015Q4 20151
SCP Investment, LP 110.80%0.80%0.80%Q1 2019Q1 20191
COOLIDGE FRANCIS L 110.00%0.00%0.00%Q2 2013Q2 20131
Santori & Peters, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Waterloo Capital, L.P. 110.12%0.12%0.12%Q1 2023Q1 20231
Pinnacle Wealth Advisors 110.17%0.17%0.17%Q2 2021Q2 20211
Poehling Capital Management, INC. 110.08%0.08%0.08%Q2 2018Q2 20181
Point72 Europe (London) LLP 1134.36%34.36%34.36%Q1 2019Q1 20191
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 110.01%0.01%0.01%Q3 2016Q3 20161
LANSDOWNE PARTNERS (UK) LLP 110.13%0.13%0.13%Q4 2020Q4 20201
ADVISOR CONSULTANT NETWORK INC 110.64%0.64%0.64%Q3 2016Q3 20161
INTEGRATED CAPITAL MANAGEMENT, INC. 115.53%5.53%5.53%Q1 2023Q1 20231
CONDOR CAPITAL MANAGEMENT 110.29%0.29%0.29%Q3 2015Q3 20151
Hitchwood Capital Management LP 113.32%3.32%3.32%Q1 2019Q1 20191
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
HOLT-SMITH ADVISORS INC 117.73%7.73%7.73%Q2 2013Q2 20131
Onex Canada Asset Management Inc. 110.98%0.98%0.98%Q1 2016Q1 20161
Luken Investment Analytics, LLC 111.14%1.14%1.14%Q4 2020Q4 20201
Bristol Advisors, LLC 110.35%0.35%0.35%Q4 2018Q4 20181
Stegent Equity Advisors, Inc. 110.67%0.67%0.67%Q4 2021Q4 20211
Prudence Investment Management (Hong Kong) Ltd. 110.18%0.18%0.18%Q4 2021Q4 20211
Pitti Group Wealth Management, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Operose Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Sumitomo Mitsui DS Asset Management Company, Ltd 110.99%0.99%0.99%Q4 2019Q4 20191
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
SANDLER CAPITAL MANAGEMENT 110.97%0.97%0.97%Q4 2017Q4 20171
TradeLink Global Equity LLC 110.32%0.32%0.32%Q3 2014Q3 20141
Frontier Asset Management, LLC 110.83%0.83%0.83%Q3 2022Q3 20221
AIRE ADVISORS, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
UNIVEST FINANCIAL Corp 110.17%0.17%0.17%Q1 2020Q1 20201
D L CARLSON INVESTMENT GROUP INC 110.20%0.20%0.20%Q1 2021Q1 20211
NEWLAND CAPITAL MANAGEMENT, LLC 110.66%0.66%0.66%Q2 2013Q2 20131
Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Next Level Private LLC 110.37%0.37%0.37%Q2 2022Q2 20221
INTERACTIVE FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q1 2015Q1 20151
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Blackstone Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
C.V. Starr & Co., Inc. Trust 110.05%0.05%0.05%Q4 2018Q4 20181
BRIGADE CAPITAL MANAGEMENT, LP 115.87%5.87%5.87%Q3 2014Q3 20141
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Vermillion Asset Management LLC 1114.80%14.80%14.80%Q4 2013Q4 20131
L & S Advisors Inc 110.72%0.72%0.72%Q4 2020Q4 20201
DLS Capital Management, LLC 110.21%0.21%0.21%Q2 2013Q2 20131
Madison Street Partners, LLC 111.76%1.76%1.76%Q4 2013Q4 20131
Wealth Management Solutions, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Beach Investment Management, LLC. 111.90%1.90%1.90%Q1 2018Q1 20181
SFI Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
AB CarVal Investors, LP 111.58%1.58%1.58%Q1 2019Q1 20191
FARALLON CAPITAL MANAGEMENT LLC 110.84%0.84%0.84%Q4 2015Q4 20151
Ironsides Asset Advisors, LLC 110.08%0.08%0.08%Q3 2017Q3 20171
Lombard Odier & Cie (Bahamas) Ltd 110.57%0.57%0.57%Q4 2013Q4 20131
IBM Retirement Fund 110.06%0.06%0.06%Q2 2013Q2 20131
Ulland Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GLG INC. 110.41%0.41%0.41%Q2 2013Q2 20131
S. R. Schill & Associates 111.43%1.43%1.43%Q3 2020Q3 20201
Orbis Allan Gray Ltd 110.05%0.05%0.05%Q2 2016Q2 20161
BSN Capital Partners Ltd 1121.67%21.67%21.67%Q3 2022Q3 20221
CATAPULT CAPITAL MANAGEMENT LLC 110.74%0.74%0.74%Q3 2015Q3 20151
Richwood Investment Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
LOEB PARTNERS CORP 110.28%0.28%0.28%Q2 2018Q2 20181
Tradeworx Inc. 110.30%0.30%0.30%Q3 2014Q3 20141
GeoSphere Capital Management, LLC 114.78%4.78%4.78%Q3 2014Q3 20141
Telemus Investment Management, LLC 110.56%0.56%0.56%Q2 2013Q2 20131
Mystic Asset Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Austin Asset Management Co Inc 110.06%0.06%0.06%Q2 2023Q2 20231
MORGENS WATERFALL VINTIADIS & CO INC 110.52%0.52%0.52%Q4 2017Q4 20171
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Carmel Capital Partners, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SageView Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Schrum Private Wealth Management LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Greenland Capital Management LP 110.04%0.04%0.04%Q4 2022Q4 20221
RMF GP, LLC 110.16%0.16%0.16%Q3 2013Q3 20131
CHESAPEAKE ASSET MANAGEMENT LLC 110.38%0.38%0.38%Q2 2016Q2 20161
OLD MISSION CAPITAL, LLC 112.82%2.82%2.82%Q4 2020Q4 20201
Barton Investment Management 110.00%0.00%0.00%Q4 2015Q4 20151
MPI INVESTMENT MANAGEMENT, INC. 110.46%0.46%0.46%Q4 2017Q4 20171
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q3 2017Q3 20171
Greenspring Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Permit Capital Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Dai-ichi Life Insurance Company, Ltd 111.17%1.17%1.17%Q1 2021Q1 20211
Polus Capital Management Ltd 112.73%2.73%2.73%Q1 2023Q1 20231
RUSHMORE INVESTMENT ADVISORS, INC. 110.05%0.05%0.05%Q2 2013Q2 20131
Senator Investment Group LP 110.89%0.89%0.89%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.64%0.64%0.64%Q3 2015Q3 20151
Crestmont Private Wealth LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Compass Ion Advisors, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
BADGLEY PHELPS & BELL INC 110.02%0.02%0.02%Q4 2018Q4 20181
TIGER MANAGEMENT L.L.C. 110.46%0.46%0.46%Q3 2018Q3 20181
Apollo Management Holdings, L.P. 110.11%0.11%0.11%Q3 2018Q3 20181
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Asian Century Quest Capital LLC 1135.63%35.63%35.63%Q2 2013Q2 20131
GETCO Holding Company, LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Highmount Capital, LLC 110.14%0.14%0.14%Q4 2013Q4 20131
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Edenbrook Capital, LLC 112.71%2.71%2.71%Q1 2022Q1 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
External links

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